HomeMy WebLinkAbout1989-06-12 CPC PacketZoning
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•/* Ater
THE BIRTHPLACE OF MINNES0TA
June 7, 1989
THE STILLWATER PLANNING COMMISSION WILL MEET ON MONDAY, JUNE 12, 1989 AT
7 00 P M IN THE COUNCIL CHAMBERS OF CITY HALL, 216 NORTH FOURTH STREET
AGENDA
Approval of Minutes - May 8, 1989
PUBLIC HEARINGS
1 Case No V/89-32 - Variance to the side yard and rear yard setback
requirements for the construction of a bedroom addition at 1010 North
Fourth Street in the RB, Two Family Residential District Billy Jo Elliott,
Applicant
2 Case No V/89-33 - Variance request for the placement of an awning over a
deck at Popeye's on the River (Stillwater Yacht Club), 422 East Mulberry
Street The property is located in the RB, Two Family Residential District,
Flood Plain, and the Bluffland/Shoreland District Greg Lindow and Bob
Marois, Applicants
3 Case No SUB/89-35 - Preliminary Plat approval to subdivide an 8 68 acre
lot into two lots of 2 87 and 5 81 acres at the corner of the Northwest
corner of the intersection of Washington Avenue and Curve Crest Boulevard
in the Industrial Park Industrial District Curve Crest Properties,
Applicant
4 Case No SV/89-34 - Street Vacation request for the remaining portion of
Oak Street between Grove and Hemlock Streets in the RA, Single Family
Residential District Gerald Cadwell and John Doyle, Applicants
OTHER ITEMS
- Review of modification of Development Program and Development District
No 1 and the modification to the Tax Increment Financing District to
include the Brick Pond Project Economic Development District
CITY HALL 216 NORTH FOURTH STILLWATER MINNESOTA 55082 PHONE 612 439 6121
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STILLWATER PLANNING COMMISSION
MINUTES
Date May 8, 1989
Time 7 00 p m
Members Present Gerald Fontaine, Chairman
Glenna Bealka
Judy Curtis
Rob Hamlin
Steve Russell, Comm Dev
Members Absent Mark Ehlenz
Jean Jacobson
Jay Kimble
Don Valsvik
Director
Nancy Putz
Chairman Fontaine called the meeting to order
APPROVAL OF MINUTES
Motion by Jean Jacobson, seconded by Glenna Bealka to approve the
minutes of April 10, 1989 as submitted All in favor
PUBLIC HEARINGS
• Case No. V/89-29 - Variance to the sideyard setback requirement
(ten feet required, five feet six inches proposed) for the
construction of a three season porch and deck on top of an
existing garage at 1415 North Second Street in the RA, Single
Family Residential District
Angus MacDonald, owner of the property, presented the
application Mr MacDonald addressed the possible run-off
problem and stated that the run-off would be controlled either
with gutters and downspout, or by adding dirt and sod to the
hill
There were no comments from the audience Members of the
Commission felt the project would enhance the property
Motion by Don Valsvik, seconded by Judy Curtis to approve the
variance request subject to two conditions Motion carried 7-0
Case No. SUP/V/89-30 - Special Use Permit and Variance for
the renovation of a Carriage House into personal living quarters
with two Bed and Breakfast guest rooms, a deck, and carport at
306 West Olive Street in the RCM, Medium Density Residential
District
Charles and Judy Dougherty, owners, presented the request They
explained that four additional parking spaces are planned Two of
• the existing rooms on the third floor of the Bed and Breakfast
will be combined, therefore the number of guest rooms will only
be increased by one The Carriage House will also be made into
the owners' living quarters There will be a deck on the front,
and two decks on the sides for the guest rooms
1
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;tillwittt Plannitiq Cc>>wul--:jnjj
Minutes
May 8, 1989
There were a number of comments from audience members Mary
Weber, 205 West Chestnut, commented on the increase in traffic
over the past five years in the neighborhood She and other
neighbors have signed a petition requesting rezoning of the area
from multi -family to duplex in order to keep the area a family -
type neighborhood Leo Lohmer, 303 West Olive, stated that Ordi-
nance 681 allows only five units for a Bed and Breakfast Miller
Weeda, 220 S 4th Street, stated that there has been an increase
in on -street parking in the area Joan See, 318 West Olive, felt
that the Bed and Breakfast enhances the neighborhood, and stated
that the Bed and Breakfast is preferable over rental property
George Schmitt, 208 West Chestnut, felt that there is no problem
at this time, but an expansion of the Bed and Breakfast would
create a parking problem and is opposed to the request
Barb Flo, 225 West Chestnut, stated that her home shares a sewer
line with the Bed and Breakfast and in the past there has been
sewer backup She has a serious concern regarding adding volume
to the sewer line John Oertel, 118 S 5th Street, stated that
the neighborhood is already saturated, and his home had low gas
• pressure this past winter on cold days Richard Kilty, 118 West
Oak, questioned the need for additional rooms John Paquette, 225
West Chestnut, stated his concern regarding the sewer, and the
population density
Mr Dougherty aaddressed several of the concerns of the audience
The renovation is planned in order to provide better living
conditions for himself and his wife The additional guest room
will help to finance the renovation The Carriage House will be
used as his family's home when they have children The Carriage
House has a different sewer line from the main house, therefore,
sewage from the main house will actually be reduced He again
stated that four additional parking spaces are planned to reduce
on street parking
Steve Russell reminded the Commission that in addition to the
variance for 10 guest rooms, a variance is required for the
setbacks (25 ft and 45 ft required, 3 ft and 5 ft proposed)
The Chairman closed the public hearing and the Commission
discussed the request Commissioners felt because of the effort
made in writing the Bed and Breakfast ordinance, and the strong
neighborhood opposition, the request should be denied
Motion by Don Valsvik, seconded by Rob Hamlin to deny the
variance request Motion to deny carried 7-0
• The Commission continued to discuss the rezoning petition
Motion by Don Valsvik, seconded by Jean Jacobson to recommend
that the City Council take a serious look at the Chestnut Hill
residents' request that zoning be changed from Multi -family to
Duplex Motion carried 7-0
2
• Stillwater
Minutes
May 8, 1989
Planning Commission
Case No. V/89-28 - Variance to the twenty-five foot height limit
requirement (twenty-nine feet proposed) for a free standing sign
in the IP-C Industrial Park Commercial District The sign will
be located at the Stillwater Inn Motel, 1750 West Frontage Road
Gunnar Balstad, Applicant
The applicant was not present at the meeting The variance is
requested because of the low elevation at,the location of the
sign In addition to height variance, the request is also for
size variance The "Best Western" sign proposed will be larger
than the existing "Motel" sign
Motion by Rob Hamlin, seconded by Jean
29 foot height of sign (or 25 feet
elevation), and to deny the variance to
area not to exceed Sign Ordinance limit
Motion carried 7-0
OTHER ITEMS
Jacobson to approve the
above nominal average
sign size (total surface
of 100 square feet)
• Annual Review - Case No SUP/88-6 - One year review of a Special
Use Permit for a five room Bed and Breakfast and to conduct
special events at the Overlook Inn located at 210 East Laurel
Street in the RB, Two Family Residential District David and
Janel Belz, Applicants
The applicants were not present at the meeting The Commission
reviewed the staff report and found no problems There are two
conditions to be met 1) The parking spaces shall be signed with
an approved plan 2) Results of the inspection of the septic
system shall be submitted to the City
Case No 89-31 - Request for a portable ticket booth located in
Hooley's parking lot A representative of the Minnesota
Transportation Museum presented the request He stated that the
area along the tracks will be cleaned up from the parking lot
north to the trestle The plan also calls for directional
sandwich board signs The Commission informed the applicant that
such signs would not be allowed on public property, but private
property owners may allow signs to be placed on their property
The signs would require a variance from the City
Motion by Judy Curtis, seconded by Glenna Bealka to approve the
location of the Minnesota Transportation Museum ticket booth with
two conditions clean-up of the tracks, and no free-standing
signs Motion carried 7-0
Motion by Rob Hamlin, seconded by Glenna Bealka to adjourn the
meeting at 8 25 p m All in favor
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PLANNING APPLICATION REVIEW
CASE NO V/89-33
Planning Commission Meeting June 12, 1989
Project Location 422 East Mulberry Street
Comprehensive Plan District Two Family Duplex
COMPREHENSIVE PLAN DISTRICT Parks, Recreation and Open Space
SHORELAND/BLUFFLAND Yes
Zoning District RB
Applicant's Name Greg Lindow and Bob Marois
Type of Application Variance
Project Description Variance request for the placement of a temporary
retractable awning over a deck at Popeye's on the River (Stillwater Yacht
Club)
Discussion
The request is to place a retractable awning over a deck located on the
North side of the restaurant, Poyeye's on the River This is a modification
of a variance granted for the construction of the deck on the North side of
the building The awning, which will be constructed of a durable cloth
material, will extend completely over the whole deck It will not be screened,
therefore, not be fully enclosed
A variance was granted to the Stillwater Yacht Club by the City Council on
June 5, 1986 to construct the present deck The deck is constructed on an
existing building that has a substandard setback A Findings of Fact
hearing was held previous to the variance on November 1, 1985 It was
determined that the North side of the building was the only functional place
for the deck and that it would create exceptional hardship to the property if
the variance sought would be denied The Findings of Fact is on file in Case
No 603 This request does not affect that case except for the temporary
awning
The original variance was granted with the following conditions
1 The owner must be in compliance with all Minnesota Department of
Natural Resources requirements
2 The deck shall be an earth tone color
• 3 The deck not be roofed or enclosed
4 The construction not exceed the deck proposed in documents now on file
in Case File No 603
CONDITIONS OF APPROVAL
• The following are additional conditions which modify the previous variance
1 The awning shall be of a color that blends with the marina environment
2 The awning shall be removed at the end of the summer season
3 The awning shall be in place on a temporary basis when rain showers
would prohibit use of the deck
4 The enclosed area shall not be screened
5 The variance is not valid until the DNR has reviewed and certified the
variance
RECOMMENDATION Approval
FINDINGS No increase in flooding would incur if the variance is granted, nor
would the variance result in an increased flood height, or any other threat to
the public safety The variance sought is the minimum variance allowable to
accomplish the purpose
ATTACHMENT Plan
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STATE OF
•DEPARTMENT OF NATURAL RESOURCES
METRO REGION WATERS - 1200 WARNER ROAD, ST
PHONE NO 296-7523
April 24, 1989
Mr Bob Marois
Popeye's on the River
P 0 Box 463
Stillwater, MN 55082
RE AWNING FOR THE DECK
Dear Mr Marois
,t INNEMYTA
\\1990
PAUL, MN 55106 �''
FILE NO
I have reviewed your drawing for the proposed removable awning to
protect your diners during rain showers As we discussed, the color
should blend with the marina environment You said that blue and
white to match the covered slips won't be practical Therefore,
blue might be your best color choice
The City would have to modify the conditions of the variance which
16 was originally given for the deck construction We would not have
concerns for the awning if its use can be conditioned on a temporary
placement If the awning was used strictly for rain showers, and
removed at all other times, we could consider it temporary roofing
If field inspections show that the temporary status is being abused,
we would initiate action through the City to seek a remedy Our
approval would be conditioned on the temporary nature of the awning
If you have any further questions, please contact me at 296-7523
Sincerely,
Molly lodeen
Area Hydrologist
cc Steve Russell, City of Stillwater
Dan McGuiness, MWBAC
M239 kap
•
AN EQUAL OPPORTUNITY EMPLOYER
PLANNING APPLICATION REVIEW
CASE NO V/89-32
City Council Meeting June 12, 1989
Project Location 1010 North Fourth Street
Comprehensive Plan District Two Family Zoning District RA
Applicant's Name Billy Jo Elliott
Type of Application Variance
Project Description
Variance to the side yard and rear yard setback requirements for the
construction of a bedroom addition
Ili crimci nn
The request is to construct a bedroom on the second story of an existing home
No expansion of the first story is proposed The home faces at a Northeast
angle to the corner of a lot wnich creates confusion in considering what are
the side and rear yard The lot is also a corner lot The home presently does
not meet any side and rear yard setback requirements for the RB district nor
• does it meet lot area or lot depth requirements The four foot and five foot
setbacks are the rear yard setbacks considering the home faces Fourth
Street The rear yard setback requirement is twenty five feet Therefore, a
twenty one foot and twenty foot variance is being sought The ten foot six
inch setback is considered a side yard setback On the corner lot, a tnirty
foot side yard setback is required Therefore, a nineteen foot six inch
variance is being sought
* Now that you are completely confused
The neighbor's garage to the rear of the property is approximately thirty nine
feet from the home The neighbor's home to the South is approximately twenty
two feet six inches There won't be any conflict in aistance from other
structures after the addition is completed Also, the addition is not a safety
problem to traffic on the corner of Fourth and Wilkin Streets
CONDITIONS OF APPROVAL
1 Run-off from the roof shall remain on site
2 The home be sided or painted in one color within six months of issuance
of the building permit
3 The yard shall be cleaned up
RECOMMENDATION Approval for the twenty one foot and twenty foot side yard
variance Approval for a nineteen foot six inch side yard variance
FINDINGS
• The granting of the variance is necessary for the reasonable use of the land
and building and that the same is the minimum variance that will accomplish
such purpose
ATTACHMENTS Three sets of plans
2�C 100
Case Number
Fee Paid
Dale Filed
PLANNING ADMIN1S ► : 1VF FORM
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Street Location of Property __1Q /D ____�--------------------- - - --
-
Lagal Doscriphon of Property:
Owner Ncr;,e low----------- — ----- �-
----------
Address _1_�10 "� o Lr �j J ^ S 3
------------------------- Phone------------
crh,u, l
Applicant (if other than owner) Name _��±����'__ /"VriAr°°�--'�£=�J-- ----
Y-1/1 _ 3,'5607
Address ------------ Phone
------------
Type of Request ___ Rezoning ___ Approval of Preliminary Plat
__/$pecial Use Permit _-- Approval of Final Plat
_Ve_ Variance ___ Other __-----------------
Descrspt,on of Request -r£% ''` K U�g, �.'-9 = :5 —5--- ----
i------------------------------------------------------------------
--------------------------------------- i------------ -- ----
Signature of Applicant
Date of Public Hearing ----------------------_------------ \---------
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NOTE Sketc'i of proposed property and structure to be drawn on back of dorm or at-
tacnea, showing the following
I 1 North direction
2 Locat.on of proposed str.-ctsre or. lot. 001��f��"y
lb 3 Dimensions of front and side set -backs,,®
�'�" 4 Dimensions or proposed structure ke,
5 Street names
6 Location or ad]acent e-isting buildings
7 Other iruormation as may be requested. i Z
Approved _-_ Denied ___ by the Planning Commission on ___________ (date)
subject to the following conditions ------------------------------------
-----------------------------------------------------------
Approved __- Denied ___ by the Council on ________________ subject to the
ifollowing conditions------------------------------------------------
------- -----
Comments. (Use other side),
•
APPLICATION REVIEW
CASE NO SUB/89-35
Planning Commission Meeting June 12, 1989
Project Location Northwest corner of the intersection of Washington Avenue
and Curve Crest Boulevard
Applicant's Name C R Hackworthy
COMPREHENSIVE PLAN DISTRICT Industrial Park -Industrial
ZONING DISTRICT IP-I
TYPE OF APPLICATION Minor Subdivision
Project Description
Preliminary Plat approval for the subdivision of an 8 68 acre site into two
lots of 2 8 acres (24,886 sq f t ) and 5 81 acres (253,176 sq ft ) at the
Northwest corner of the intersection of Washington Avenue and Curve Crest
Blvd
Discussion The request is to subdivide a large Outlot in the Stillwater
Industrial Park into two smaller lots One lot of 5 81 acres will remain
vacant A 35,238 sq f t office/warehouse/retail building will be constructed
on the 2 87 acre parcel with parking for approximately 50 vehicles The
proposed lots meet the lot size depth and width requirements
The lot coverage meets City requirements It also meets City requirements for
parking and parking lot accessibility
CONDITIONS OF APPROVAL
1 The Final Plat shall include the City Engineer's comments regarding
drainage, easements, and other requirements
RECOMMENDATION Approval
FINDINGS The proposed land division is consistent with the use and lot size
requirements of the Zoning Ordinance and Comprehensive Plan
ATTACHMENTS
- Certificate of Survey
- Site plan for subdivision
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•
PLANNING APPLICATION REVIEW
CASE NO SV/89-34
Planning Commission Meeting June 12, 1989
Project Location Oak Street between Hemlock and Grove Streets
Zoning District Single Family
Comprehensive Plan District RA
Applicant's Name Gerald Cadwell and John Doyle
Type of Application Street Vacation
PROJECT DESCRIPTION
Street Vacation request for the remaining portion of Oak Street between Grove
and Hemlock Streets
DISCUSSION
The request is to vacate the remaining portion of Oak Street between Grove and
Hemlock Streets On October 19, 1982, the Southwest quarter portion of this
section of Oak Street was vacated The adjacent property owners would like
the remaining portions vacated so the whole section of the street between
Grove and Hemlock will be vacated Gerald Cadwell would like to build a garage
and driveway and the extra property from the street vacation would allow him
the extra property to build
CONDITIONS OF APPROVAL
1 A 12 foot utility easement be maintained over the water main line
RECOMMENDATION
ATTACHMENTS
Approval
Location of Street Vacation
,%C AG
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Case Number-2#_ 5 _ ,Y
Fee Paid _ !�L o� ------
Date Filed _1 ����-------
PLANNING ADMINIS T 2A T IVE FORM
Street Location of Property---------------f-Y° y S
Lecal Doscripttion of Property:�Q �� �o� df i,'rl"t ,sf�y ►Sp, ey /./fI��eP/ qt
owner Dame Je Elo�1L__la_le --------------
- ----
-32,Z G o✓e Sf
SGv a s hone
Address __---------------
Applicant ("; other than ownerName ______--
-------------------------
Address ___ Phone _______________
Type e of Request ___ Rezoning ___ Approval of Preliminary Plat
___ Special Use Permit ___ Approval of Final Plat
_-_ Variance X Other
Desc-ipt,on of Request
Zia--
------------------------------------------------------------- � ---
i olicant��� --/- -- -�
S�gna,ure of Ap,
Data of Public Hearing ___________________
--------------------------
KOTy Stcetcl% of proposed property and structure to be drawn on back o= t7us f ��,,, N,
tacnea, showing the following
1 North direction.
2. Locawon or proposed structure on lot.
1 3 Dimensions of front and side set -backs
4 Dimensions or proposea structure
5 Street nary es
6 Location or ad]acent e�cisting buildings
7 Other iruornation as may be requested
J �
10 w
Atop
Approved ___ Denied ___ by the Planning Commission on _-____-----
subject to the following conditions __-----------------
----------------
Approved ___ Denied ___ by the Council on ---------------- sublet. to the
,ollowing conditions
't�
------------------------------
Comments (Use other side),
•
•
PETITION TO VACATE PUBLIC STREET
THE UNDERSIGNED HEREBY PETITION THAT ALL THAT PORTION
OF �� /� -Sf�"e e/
ABUTTING LOTS9. J C ) BLOCK 0
ADDITION, IN THE CITY OF
STILLWATER, HEREBY BE VACATED
NAME
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E BIRTHPLACE OF MINNESOTA TH
TO PLANNING COMMISSION
FROM COMMUNITY DEVELOPMENT DIRECTOR
DATE JUNE 8, 1989
SUBJECT MODIFICATION TO DEVELOPMENT PROGRAM AND DEVELOPMENT DISTRICT #1
REGARDING BRICK POND ECONOMIC DEVELOPMENT DISTRICT
BACKGROUND
Minnesota Statutes require that the Development Program for use of Tax
Increment Financing be reviewed by the Planning Commission for conformity with
the City Comprehensive Plan In the case of Stillwater, the Development
District Land Use and Zoning Policy are the same as the City Comprehensive
Plan and Zoning so they are consistent (Because there are usually questions
about TIF, I have included in your packet a brief overview of what TIF is and
how it works )
• BRICK POND ECONOMIC DEVELOPMENT TIF
•
This particular modification to the TIF Development Program will include the
Brick Pond Special Plan Area into the TIF program (The Brick Pond Land Use
Plan is attached ) TIF funds are budgeted to be used for purchasing and
developing the neighborhood park site off the end of Harriet Street,
landscaping the Green Belt Buffer, assisting in public improvement and
encourage superior design A map showing the Brick Pond Economic Development
Area and Development Program is attached The use of TIF should act as a
catalyst to encourage development, improve the quality of development and
provide the neighborhood park and other public amenities as planned for in the
Brick Pond Special Area Plan
RECOMMENDATION Approval of resolution
ATTACHMENTS
- Mo ification to Development Program for Brick Pond Project
- TIF description
- Brick Pond Land Use Plan
CITY HALL 216 NORTH FOURTH STILLWATER MINNESOTA 55082 PHONE 612 439 6121
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TAX INCREMENT FINANCING
May 1984
Department of Energy & Economic Development
Community Development Division
in cooperation with
League of Minnesota Cities
Consultation Service
Relating to Statute Compliance
Provided By The Law Firm of
Holmes and Graven
Minneapolis
•
INTRODUCTION
Many Minnesota cities contain areas suf-
fering from the problems of obsolescence, deter-
ioration, and ultimately, physical and economic
decay Buildings and the public infrastructure go
through a process of aging and natural deterior
ation, and in many cases, the private sector is
unable or unwilling to maintain or replace
buildings and to bear assessments for public
improvements As property in the city ages and
deteriorates, private enterprise invests in peri-
pheral parts of the metropolitan area When
investment activity shifts outward, a ripple
effect follows Often businesses and households
leave the central city and become part of this
ripple effect, raising the service costs of the
city and compounding the damaging effects on
an already eroding tax base In non -metropolitan
sties, a similar ripple effect occurs as invest-
ent activity shifts outward from the center of
he city to peripheral or unincorporated areas,
often encroaching on valuable agricultural land
in the process
To stem the tide of deterioration and aban-
donment of the city, municipal officials seek to
encourage reinvestment Attracting private
investment and eradicating blight in the down-
town or central business district demands avail-
ability of adequate amounts of open land at a
competitive price Providing sufficient open
land may require the acquisition of property, the
demolition of structures, and the relocation of
owners or tenants Developers can avoid these
costs ^ f—nge areas where open land is rela-
tively abundant Therefore, to attract
developers to reinvest downtown, the public
sector must attempt to eliminate these costs for
developers in order to reduce, at least from a
fiscal point of view, the comparative advantage
of fringe areas
Federally Financed Redevelopment
If the public sector is to provide developable
sites that will lead to private reinvestment in
0
deteriorated parts of the city, the local
governing body must find a source of revenue to
cover acquisition, clearance, and site prepara-
tion costs Federal urban renewal matching
grants, available through the passage of the U S
Housing Act of 1949, were the prevalent source
of financing public redevelopment costs through
the 1960s However, the conventional urban
renewal program and the 1968 Neighborhood
Development Program (NDP) were essentially
terminated when the Office of Management and
Budget executed a White House edict and discon-
tinued the funding of the NDP and other federal
programs in 1974 Their replacement, the
Community Development Block Crarrt program
(Housing and Community Development Act of
1974), was not as comprehensive or as well
funded as the former urban renewal and NDP
programs During the late 1960s and early 1970s
city officials in Minnesota began to look for
another source of redevelopment funding Tax
increment financing became the alternative
funding used to finance urban renewal and rede-
velopment
Tax increment financing is a funding
technique that takes advantage of the increases
in assessed valuation and property taxes
attributed to redevelopment to pay for public
redevelopment costs. Tax increment financing
may be used to provide public funds for (1)
redeveloping or rehabilitating deteriorated areas
of the city, (2) facilitating the construction of
low -moderate income howling; and (3) promoting
economic development and providing employ-
ment opportunities. The difference in the
assessed valuation and tax revenues generated by
the property in the district after new construc-
tion has occurred, compared with the assessed
valuation and tax revenues generated by the
property before, is the tax increment This
difference in assessed valuation and tax
revenues, determined annually, is used to repay
indebtedness or current redevelopment costs
1
� TAX INCREMENT FINANCING
A Local Approach to Redevelopment
Introduction to the Minnesota Tax Increment
Finanaa Act
In 1979, the Minnesota Legislature passed a
comprehensive tax increment financing law
This law amended six statutory provisions
enacted from 1947 to 1974, which provided for
tax increment financing The 1979 Minnesota
Tax Increment Financing Act, Minn Stat
5273 71-78 (Chapter 322, Laws of Minnesota
1979), is designed to provide a uniform set of
procedures and standards for planning, imple-
menting, and managing tax increment financing
districts The legislature has not eliminated any
of the statutes that previously embodied tax
increment financing, but simply repealed the
statutory provisions dealing with tax increment
ancing The 1979 Tax Increment Financing
t, is now used in conjunction with the previous
statutes including Minn Stat S362A, 458, 462,
472A, and 474 when a tax increment financing
district is established
Legal Authority
Before the 1979 Minnesota Tax Increment
Financing Act, six statutory provisions, found in
five statutes, authorized tax increment
financing These five statutes continue to
remain effective except for the provisions auth-
orizing tax increment financing which have been
incorporated in the Minnesota Tax Increment
Financing Act The five statutes include
(1) The Rural Development Financing
Authority Act, Minn Stat 5362A, empowers
county governments to create Rural
Development Financing Authorities to provide
public assistance in developing agricultural food
processing facilities
(2) The Minnesota Port Authorities Act,
Minn Stat S458 09- 199, directs municipal port
authorities to deal with decaying industrial areas
and improve "marginal land" in the city for
industrial and port facilities development
•
(3) The Minnesota Housing and Redevelop-
ment Authority Act, Minn Stat S462 411- '2
et seq, authorizes cities to create Housing and
Redevelopment Authorities (HRAs) charged with
improving "substandard conditions, unsafe and
unsanitary housing and buildings and structures"
characterized by such conditions as
"dilapidation, obsolescence, overcrowding and
faulty arrangement or design of buildings and
improvements " Minn Stat S462 415, Subd 1
HRAs may initiate redevelopment projects or
low -moderate income housing projects to
correct the conditions outlined above
(4) The Municipal Development Fircrrct Act,
Minn Stat 5472A, allows cities to establish
development districts for providing employment
opportunities, improving the tax base, and
encouraging new development in areas that are
already built up
(5) The Municipal Industrial Development
Act, Minn Stat S474, is designed to prevent
deterioration and accompanying unemployment
through "promotion, attraction, encouragement,
and development of economically sound
industry " Minn Stat S474 01, Subd 2 Local
units of government, or authorities or agencies
they create, may exercise the powers provided
under this act to encourage existing revenue -
producing entities to remain in the city or
encourage new revenue -producing entities to
relocate there to the ultimate benefit of the
State of Minnesota
These five statutes continue to be viable
redevelopment tools by themselves if a city
plans to undertake a redevelopment project with
revenue sources other than tax increment
financing With the repeal of Minn Stat
S362A 05, 458 191, 462,545, 462,585, 472A 08,
and 474 10, all tax increment financing projects
must use M S Section 273 71-78 to authorize a
tax increment financing plan and district
Minnesota Statute(s) 362A, 458, 462, 472A, or
3
.474 must be used for defining the public purpose
and making the necessary findings and declara-
tions to establish the overall project area where
the tax increment district is located Any
project usingr tax increment financing as a source
of revenue requires the utilization of two
statutes the statute creating the project area
and specifying its public purpose and the statute
establishing the means to finance the project by
creating a tax increment financing district
Public Purpose
A city may use tax increment financing as a
fiscal tool to satisfy various municipal needs
determined by the Minnesota Legislature to be in
the public interest as the Minnesota Rural
Development Finance Authority Act, Minn Stat
S362A, authorizes any county or combination of
counties to establish a rural development
financing authority as a public non-profit corpor-
ation for the purpose of assisting projects "used
or useful for processing or producing of
agricultural commodities including, but not
limited to, assembling, fabricating,
manufacturing, mixing, stirring, warehousing,
distributing, selling or any one or more of these
processes IF
Minn Stat 5362A 01, Subd 2(a) A
Rural Development Finance Authority may also
engage in projects that "promote agricultural,
industrial and scientific research in cooperation
with state institutions of higher learning and
profit or nonprofit private corporations," Minn
Stat S362A 01, Subd 2(d), and help promote new
job opportunities by developing natural resources
and agricultural industry
While Minn Stat S362 01 declares that it is a
public purpose for counties to use financial
resources for agricultural development, cities
may encourage industrial development in harbor
or port areas along navioRhlP lakes and rivers
Minn Stat S458, the Minnesota Port Authorities
Act, authorizes municipal port authorities to
create, if proper and desirable, development
districts in the port district and to define the
boundaries The port authority may use the
power of eminent domain to acquire marginal
properties and expend public morues to redevelop
these properties These marginal properties
present difficulties which are being remedied
and controlled solely by regulatory processes in
the exercise of the police power
0
Cities or counties plagued by insufficient
amounts of adequate, safe, and sanitary dwelling
accommodations or by areas with substandard
residential, commercial, or industrial buildings
or structures may use the Minnesota Housing and
Redevelopment Act, Minn Stat 5462 411 et
seg, to facilitate the correction of such condi-
tions Unlike Rural Finance Development Autk-
orities which deal with agricultural development
and port authorities, which deal with industrial
development in port areas, HRAs may use their
Powers to provide housing for low -moderate
income persons and families and to deal with
areas characterized by substandard, dilapidated,
or overcrowded and obsolete buildings and
blighted properties HR-Is may own or manage
low -moderate inccme housing or make sites
available to the private sector for constructing,
owning, and managing low -moderate income
housing HRAs may also acquire blighted
property and encourage private enterprise to
redevelop these areas th1h '„pportive
commercial and industrial development in accor-
dance with a comprehensive community plan
Cities may deal with non -blighted areas
through Minn Stat 5472A , the Municipal
Development District Act (MDDA) The MDDA
empowers the governing body to establ»h ana
administer development programs designed to
pro%nde employment opportunities and improve
the tax base and general economy of the state
The law was originally intended to be used in
"built up" areas of cities and the "development
program was to encourage commercial
development Such a program was "to provide
off-street parking to serve shoppers and
employees of the district, to provide the
necessary linkage between peripheral parking
facilities and places of employment or shopping,
(to provide) facilities to protect pPHPcrrians
from vehicle traffic and inclement weather, to
provide open space relief and to provide other
facilities as are outlined in the development
Program adopted by the governing body " Minn
Stat S472A 01 The MDDA has been used for
many other development projects, such as
providing housing and developing areas that are
not "already built up " This law offers the city
council or governing body the greatest degree of
involvement and supervision in planning and
administering a project
• The Municipal Development District Act is
the only underlying statute that has been
modified by amendments to the Tax Increment
Act Through a 1982 amendment, any reduction
or enlargement of geographic area of the project
(meaning the development district project)
requires public hearings and findings Wtule the
original intent of the legislature was not to alter
underlying development and redevelopment laws,
the amendment was probably a response to the
1982 authorization to use tax increment
revenues outside the tax increment district if
inside an associated "project "
A final statute defining a public purpose for
public intervention in the development process is
the Minnesota 'Municipal Industrial Development
Act, Minn Stat 5474 Designed to promote
commerce and industry in the state, this act is a
means for "prevent(►ng) economic deterioration
of areas to the point where the detenoration
process can be reversed only by total redevelop-
ment through the use of local, state and federal
funds derived from taxation, with the attendant
necessity of relocating displaced persons and of
duplicating public services in other areas "
Minn Stat 5474 01, Subd 2
The device utilized to attract commerce or
industry is the industrial development revenue
bond (IDRB), issued by the city on behalf of a
company to finance the expansion of old, or the
construction of new, facilities IDRBs are issued
under the name of the city in order to take
advantage of the tax-exempt status of municipa'
bonds The bonds are backed by the revenues of
the corporation using them and their
accompanying below -market interest rate, not
by the full faith and credit of the city The
city's involvement is minimal, and unless it
leases the land or structure and collects rents to
repay the bonds, the company owns the land and
structure and is responsible for the principal ano
interest payments If the city does lease either
the land or structure to the company, it may use
tax increments (1) "to pay premiums for
insurance guaranteeing the payment of net
rentals when due under the project lease, of (2)
to accumulate and maintain a reserve securing
the payment when due of the principal and
interest on the bonds" Minn Stat 5474 10,
Subdivision 3
5
I yae-, of 1)istricts
0 Three general types of tax increment development districts The tern "district'
financing districts are per ni,,aible according to identifies a parcel or set of parcels tha,
the 1979 Minnesota Tax Increment Financing constitute the essential tax increment district
Act redevelopment, housing, and economic
A. Redevelopment District
ti^ edevelopment districts involve removing blighted structures or improving blighted land to
L ake it buildable Minn Stat S273 73, Subd 10(a), requires that
(1) 70 percent of the parcels in the district are occupied by buildings, streets, utilities or
other improvements and more than 50 percent of the buildings, not including outbuildings, are
structurally substandard to a degree requiring substantial renovation or clearance, or
(2) 70 percent of the parcels in the district are occupied by buildings, streets, utilities or
other improvements and 20 percent of the buildings are structurally substandard and an
additional 30 percent of the buildings are found to require substantial renovation or clearance in
order to remove such existing conditions as inadequate street layout, incompatible uses or land
use relationships, overcrowding of buildings on the land, excessive dwelling unit density, obsolete
buildings not suitable for improvement or conversion, or other identified hazards to the health,
safety and general well being of the community, or
(3) Less than 70 percent of the parcels in the district are occupied by buildings, streets,
utilities or other improvements, but due to unusual terrain or soil deficiencies requiring
substantial filling, grading or other physical preparation for use at least 80 percent of the total
acreage of such land has a fair market value upon inclusion in the redevelopment district which,
when added to the estimated cost of preparing that land for development, excluding costs
directly related to roads as defined in section 160 01 and local improvements as described in
section 429 021, subdivision 1, clauses 1 to 7, 11 and 12, and section 420 01, if any, exceeds its
anticipated fair market value after completion of said preparation, provided that no parcel shall
be included within a redevelopment district pursuant to this paragraph (3) unless the authority
has concluded an agreement or agreements for the development of at least 50 percent of the
acreage having the unusual soil or terrain deficiencies, which agreement provides recourse for
the authority should the development not be completed, or
(4) The property consists of underutilized air rights existing over a public street, highway or
right-of-way, or
(5) The property consists of vacant, unused, underused, inappropriately used or infrequently
used railyards, rail storage facilities or excessive or vacated railroad rights -of -way
Minn Stat S273 73, Subd 10(b)states struct-
urally substandard shall mean "contairung
defects in structural elements or a combination
of deficiencies in essential utilities and
facilities, light and ventilation, fire protection
including adequate egress, layout and condition
of interior partitions, or similar factors, which
defects or deficiencies are of sufficient total
significance to justify substantial renovation or
clearance Parcel shall mean a tract or plat of
land established prior to the certification of the
district as a single unit for purposes of
assessment "
As might be surmised from the above
definitions, the condition of the property beforr
the initiation of the redevelopment district., a
opposed to what is constructed on the property,
ultimately determines if it is a redevelopment
district A redevelopment district may thu-
involve residential, commercial, or industry
construction to replace blighted land and/o,
improvements
B. Housing District
A housing district includes "a project or a
portion of a project, intended for occupancy, in
part, by persons or families of low and moderate
income, as defined in Chapter 462A, True II of
the National Housing Act of 1934, the National
Housing Act of 1959, the United States Housing
Act of 1937, as amended, Title V of the Housing
Act of 1949, as amended, any other similar
present or future federal, state, or municipal
legislation, or the regulations promulgated under
any of those acts " Minn Stat S273 73, Subd
11 With the inclusion of housing districts in the
1979 Minnesota Tax Increment Financing Act,
authorities and cities are provided with a
leveraging tool to "write down" the cost of land
or public improvements —thereby enhancing the
feasibility of the housing project
Housing districts may be developed
regardless of the condition of the proper y
before the initiation of the housing project
Vacant land with no adverse soil, drainage, or
water table conditions or depth- to-bedroc'<
problems may be used for a housing district In
addition, property blighted by the condition of
the land or improvements may constitute a
housing district Where blighted conditions
exist, the housing district can. be interchangeably
classified as a redevelopment distract if it meets
the tests of blight outlined in the definition of a
redevelopment dtstnct
C. Economic Development District
The final type of project which qualifies for
tax increment financing is the economic
development district, which includes any project
or portions of a project, rot meeting the
regwrements of a redevelopment or housing
district, but that is in the public interest because
it will
(a) Discourage commerce, industry, or
manufact..:.:.g from moving their
operations to another state, or
(b) Result in increased employment in the
city, or
(c) Result in preservation or enhancement of
the tax base of the city
Minn Stat S273 73, Subd 12
Tradr tionally, economic development
districts have used tax increment financing to
help develop industnal parks or commercial -
industrial sites generated 4y .
industrial— t has been used to help
finance the cost of public impro vem sueh-as-
roads and the-Tnstalration ater, or
other utilities As new buildings are constructed
in an industrial park, the assessed valuation they
generate is captured by the city; the tax
increments derived from this captured assessed
value may be used to defray the public
improvement costs associated with the
development of the industrial park
Economic development districts may involve
the construction of market -atc housing and
other commercial or industrial land uses on rave
land with no impairments affecting the economic
feasibility of development These districts could
also involve development in an area
predominantly occupied by buildings, streets,
utilities, and other improvements if less than 50
percent of the structures need substantial
renovation or clearance Economic development
districts are intended as an immediate, short-
term source of tax increment leveraging to spun
private development, as opposed to
redevelopment or housing districts where a long-
term public sector commitment is assumed
Elsomic development districts are therefore
limited to an eight -year period for capturing
assessed value, compared to redevelopment or
housing districts which are each limited to a
twenty-five year term for capturing assessed
value and tax increments
Economic development districts may
encompass a number of public improvements
associated with development However, cities
and authorities are advised to be judicious in
establishing economic development districts
Some communities have been known to use tax
increment financing as an incentive to encourage
a business or company to abandon facilities in
another city in favor of relocating in the new
community
The restrictions associated with tax
increment economic development districts are
general and subject to liberal interpretations
However, care should be taken to insure
conformance with the limitations imposed by the
1979 Act and the implied restrictions.
Determining the Increment
Tax increment financing captures the
increase in property valuation attributed tc
redevelopment in a specific district to pay for
public redevelopment costs The assessed value
of the tax increment financing district at the
time it is established continues to be allocated
to the respective taxing jurisdictions (county
school district, municipality) as though no
district existed Applying the mill rate to the
current assessed value provides the jurisdictions
with a level of property taxes currently derived
from the property As redevelopment occurs and
property values increase, the assessed value of
property in the tax increment financing district
increases above the original assessed value
Applying the mill rate to the increase in assessed
value of property produces the tax increment
The tax increment is placed in a special
redevelopment fund of the city or authority to
pay for the public costs of redevelopment In
this manner, redevelopment is used to pay for all
or some of the public costs associated with the
FIGURE 1 Tax Increment Flnancin9 District In 1983
District Assessed Value = $500,000
(January 2, 1983)
Payable 1984 Mill Rate = 135
(Determined October 1983)
*operty Tax = $67,500 (Payable 1984)
0
PARCEL A
New Construction Begins
• process
The following example illustrates the
process A city designates a tax increment
financing district as illustrated below in Figure
1 The original assessed value (OAV) of the
district in 1983 is $500,000 and the mill rate is
135, generating a tax of $67,500 The city
acquires a parcel of land (Parcel A), relocates
the occupants, clears the building, and sells it to
a developer who in 1984 completes construction
of a new building Two years later in January
1985, the completed and occupied new building
and land are assessed at $200,000 At the same
time, other properties in the district have
increased in value so the assessed value of the
tax increment financing district including Parcel
A is now $525,000
Therefore, the total assessed value of the tax
increment district including Parcel A, is
$725,000 -- with $200,000 of the increase due to
new construction and land in Parcel A and
$25,000 attributable to adjustments to property
values by the assessor The difference between
0
the value of the property of the tax increment
financing district in 1983, when the original
assessed value was $500,000, and the total
assessed value of $725,000 in the district in 1985
is $225,000 (see Figure 2 below) The different
between the total assessed value (TAV) in 198b
and the OAV in 1983 is the captured assessed
value (CAV) Applying the 1985 mill rate of 12 ;
for taxes payable in 1986 to the January 1981
captured assessed value provides the tax
increment attributed to the district in 1986
CAV x Mill Rate = Tax Increment
$225,000 x 135 = $30,375
The tax increment sum of $30,375 would be
remitted by the county auditor to the local
governing body or authority for its redevelcp-
ment fund in July and December • The OAV of
$500,000 continues to generate property taxes of
$67,500 (OAV x Mill Rate) which are allocated to
the respective taxing jurisdictions in proportion
to their mill levies
FIGURE 2 Tax Increment Financing District, January 2, 1985
Assessed Value
$525,000
Total Assessed Value (TAV) = $725,000
(January 2, 1985)
Original Assessed Value (OAV) = $500,000
(January 2, 1983)
Captured Assessed Value (CAV) = $225,000
(January 2, 1985)
TAV - OAV = CAV
$725,000 - $500,000 = $225,000
New Construction Completed
Assessed value $200,000
1985 Payable 1986 Mill Rate = 135 (Mill rate is
same in 1983,184,'85) (Mill rate is determined by
county auditor based upon budgetary needs of
each taxing jurisdiction for the following year )
'Delinquent taxes collected after the October
31 collection date are remitted in February of
the following year
9
PLANNING
city considering the use of tax increment
i ancing should begin the process by identifying
areas where this technique may be viable for
development or redevelopment proposals The
city may consult the marketing studies compre-
hensive plan and zoning ordinance to determine
what activities or types of development are
compatible with existing land uses and consistent
with municipal plans and ordinances The city,
or a local public agency such as the housing and
redevelopment authority or port authority,
should next review the economic feasibility of
each development or redevelopment proposal if
one or more of the proposals appears to be
economically feasible, the city may proceed, or
direct the housing and redevelopment authority
or port authority to proceed, with establishing a
tax increment financing district
The initial step is to delineate the project
area and the tax increment financing district(s)
in that project area As mentioned in the Legal
Authority section above, the project area must
be established in accordance with one of the
statutes that empower the city or authority to
become involved in the redevelopment process
nn Stat Ch 362A, 458, 462 411, 472A, 474)
is only within the boundaries of this project
area that the city or authority is authorized to
carry out the public purpose embodied in the
respective community development statute
Within the project area, the city or authority
designates the tax increment financing district
A tax increment financing district may have the
same boundaries as'the project area, or it may
be composed of scattered or non-contiguous
parcels within it. Only those parcels identified
in the finance plan will be considered to compose
the tax increment financing district and
generate tax increments (See Appendix I for a
geographic representation of project areas and
tax increment financing districts )
Redevelopment and Tax Increment Financing
Plan
After designating a site for the project area
and analyzing the economic feasibility of
proposals for the tax increment financing
district(s), the city or authority must prepare the
redevelopment plan and the tax increment
finance plan
0
The need for a redevelopment (or develop-
ment) plan is not specified in the 1979 Tax
Increment Financing Act However, most of the
base laws used with tax increment financing do
have a statutory requirement for a general rede-
velopment plan The Minnesota Housing and
Redevelopment Authority Act, Minn Stat
5462 411 et seq , establishes the requirement for
a redevelopment plan to be transmitted by the
housing and redevelopment authority to the
city's planning agency for study (Minn Stat
5462 515) The Municipal Development District
Act, Minn Stat Ch 472A, requires the city
establishing the development district to adopt a
development program (Minn Stat S472A 03) or
plan to guide improvements (Minn Stat
5474A 03) The Port Authorities Act, Minn
Stat 5458 09, instructs the port authority to
complete a comprehensive plan for the regu-
lation, future development, and improvement of
the port district that is consistent with the
comprehensive plan of the community (Minn
Stat 5458 16, Subd 2) The Municipal Industrial
Development Act, Minn Stat Ch 474, subjects
the property acquired by a housing and rede-
velopment authority to a redevelopment plan
(Minn Stat 5474 15) Each project is subject
to the approval of the Minnesota Commissioner
of Economic Development, and some documen-
tation of the proposal if necessary The
Minnesota Rural Development Finance Authority
Act, Minn Stat Ch 362A, also requires the
approval of the Commissioner of Economic
Development for any contemplated project, and
may require preliminary documentation (Minn
Stat S362A 06)
The redevelopment plan is a legal guide for
planrung and implementing a redevelopment,
development, port, industrial development, or
rural development district/project area The
plan entinciates the "powers" or the legal
authority for the involvement of the city or
authority in the development process Besides
being a guide for the physical development and
the continual management of property in the
project area, the plan offers the city or
authority an opportunity to express its social
goals in facilitating the scheduled
redevelopment The plan is also a way to relate
the redevelopment district/project area to
existing comprehensive plans or design frame-
10
I �
works of neighborhood, municipal, regional, or
other geographic entities
The tax increment financing plan is separate
from, but designed to complement, the rede-
velopment plan by analyzing the economic con-
-sequences of tax increment financing The tax
increment financing plan must contain a state-
ment of objectives for improving a project and a
development program for the project, including
the property in the project that the authority or
city intends to acquire An amendment to the
Act in 1982 requires a list of any development
activities which the plan proposes to take place
within the project, for which contracts have
been entered into at the time of the preparation
of the plan and the identification of any other
specific development reasonably expected to
take place within the project The plan must
also contain the most recent assessed value of
taxable property in the tax increment financing
district, the estimated captured assessed value
of the district at completion, the duration of the
district's existence, an estimate of the impact of
tax increment financing on the assessed values
of all taxing jurisdictions in which the tax
increment financing district is located in whole
or in part, the sources of revenue to be used to
finance or otherwise pay public costs, the
amount of bonded indebtedness to be incurred,
and an estimate of the cost of the project This
last element should be incorporated in the plan
in the form -of -a line item budget, which usually
includes the following costs
1 Acquisition
2 Relocation
3 Demolition and Clearance
4 Site Preparation
S. Public Improvements
6 Planning
7 Legal
8 Engineering
9 Administrative
10 Bonding
11 Capitalized Interest
12 Contingency
Once the redevelopment and tax increment
financing plans are prepared, the authority or
city transmits them to the local planning
commission to insure conformance with the local
land use or comprehensive plan In addition, the
authority or city must provide an opportunity to
meet with the members of the county board of
commissioners of any county in which any
portion of the proposed tax increment financing
district is located, and the members of the
school board of any school district in which any
portion of the proposed district Is located,
depending upon which body will administer the
proposed district The authority or city must
present to the members of the county board of
commissioners and the school board its estimate
of the fiscal and economic impact of the
proposed district The members of the county
board of commissioners and the school board
may review and comment upon, but may not
prevent the city or authority from approving the
creation of, the tax increment financing district
However, the county auditor may not certify the
original assessed value of a district until the
county board has presented its written comment
on the proposal to the city or authority, or 30
days has passed since transmittal to the board of
the fiscal implications, whichever occurs first
Closely related to the budgetary line items,
which reflect the public costs of redevelopment
through tax increment financing, is " the
determination of revenue and revenue sources
required to pay for these public costs Foi
example, assume the authority or city will
acquire three deteriorated properties, relocate
residents or businesses, demolish the structures,
and clear and sell the site to a developer for
constructing a new commercial facility The
total budget will be $150,000 ($105,000 in capital
costs and $45,000 in capitalized interest costs)
and the new commerical facility will generate an
annual tax increment of $19,720 The authority
could enter into an agreement with the city
whereby it would issue $150,000 in general
obligation bonds at an interest rate of ten per-
cent (10%) on behalf of the authority The
authority would then use the bond proceeds to
finance the public redevelopment costs
The initial three years of the debt retirement
schedule involves paying interest but no principal
on the general obligation bond These three
years, referred to as the capitalized interest
period, represent a portion of the bond proceeds
used to make the initial three payments when no
tax increment revenue is yet available The
capitalized interest amount of $45,000 is part of
the $150,000 general obligation bond proceeds
Once the new construction is completed and
11
joessed (usually a two to three year period), a
x increment will be generated and the
principal and interest payments may be financed
from the annual tax increments received by the
authority or city
Use in Conlunchon With Other Federal and State
Redevelopment Incentives
Tax increment revenue may also be supple-
mented by additional sources such as the
Minnesota Department of Energy and Economic
Development (DEED) Small Cities Development
Grant Funds, State Aid for Highway
reconstruction, and Iron Range Resource and
Rehabilitation Board public works money Use
of such supplemental funding will reduce local
autonomy in project administration, but may
often provide the necessary revenue to render a
project economically feasible
While tax increment financing is strictly a
tool for meeting public redevelopment costs, it
may be used with other federal and state
programs offering private sector incentives for
development Tax increment financing may
provide a source of revenue to "write down" the
�fost of land when used with Minnesota Housing
nance Agency construction and mortgage loans
for low -moderate income housing or HUD Title II
housing Tax increment financing may also be
used to finance land acquistion, relocation, and
public improvements in conjunction with
commercial -industrial projects receiving
financial assistance through industrial revenue
bonds or the HUD Urban Development Action
Grant program
Public Hearin
A city must review and approve the tax
increment financing plan at or after a public
hearing before the county auditor will certify
the original assessed value of the tax increment
financing district If an authority which
proposes to establish a tax increment financing
district is different from the city (as in the case
of an HRA), it must apply to the city where the
proposed district will be located for approval of
its tax increment financing plan Notice of the
public hearing should be published at least once
in a newspaper of general circulation in the city
not less than 10 days nor more than 30 days
before the hearing
r_7
L_..A
Findin
Before establishing the tax increment finan-
cing district, the municipal governing body must
find that
(1) The proposed tax increment financing
district is a redevelopment district, e
housing district, or an economic develop-
ment district,
(2) The proposed development or redevelop-
ment district would not reasonably be
expected to occur solely through private
investment withi i the reasonably fore-
seeable future and therefore the use of
tax increment financing is deemed
necessary,
(3) The tax increment financing plan
conforms to the general plan for
developing or redeveloping the city as a
whole,
(4) The tax increment financing plan will
afford maximum opportunity, consistent
with sound needs of the city as a whole,
for developing or redeveloping the project
by private enterprise,
(5) The tax increment computation, for the
purpose of contributing to the fiscal
disparities pool, will either be removed
from the commercial -industrial property
in the tax increment financing district or
will come from outside the district to use
maximum tax increments to retire project
debt (only applicable in the seven -county
Twin Cities metropolitan area)
Minn Stat S273 74, Subd 3
12
These findings should be included in the
resolution establishing the tax increment finan-
cing district Upon adoption of this resolution,
the city or authority should transmit the tax
increment f:.a -ig plan to the office of the
county auditor and request certification of the
properties or tax parcels which constitute the
tax increment financing district The effective
certification date will be the date the certified
copy of the resolution approving the tax incre-
ment financing district and the tax increment
financing plan is received by the office of the
county auditor Upon being notified that the tax
increment financing district has been certified,
the city or authority may begin implementation
r]
0
LJ
IMPLEMENTATION
Implementation consists of actually securing
the means to finance the public costs associated
with acquiring property, demolishing structures,
clearing land, preparing and grading sites,
installing public improvements, and making sites
available to private enterprise for development
Additionally, implementation involves coordina-
ting new construction and rehabilitation with the
construction of public improvements such as
streets, curb and gutter, sidewalks, storm and
sanitary sewers, and utilities
The planning and implementation phases may
be expected to consume 10-20% of the time of
the overseeing city staff member Implementa-
tion begins with negotiating an agreement
between the city and the private developer This
agreement implies shared risk between the city
and the developer and provides recourse to the
city pursuant to Minn Stat 5273 75, Subd 5, in
the event the developer does not commence or
complete construction
Upon completing the agreement with the
developer, the city may finish issuing general
obligation or revenue bonds to finance public
planning and implementation costs (which
involve reimbursing the city or authority
treasury for plan preparation, property options
or appraisals, and any legal costs of completing
resolutions required to designate and create the
tax increment financing district)
The bond proceeds may be invested at a more
favorable rate of interest within the arbitrage
regulations established by the U S Internal
Revenue Service and withdrawn in order to
finance capital costs (i e , property acquisition,
relocation benefits, demolition and site clear-
ance work, and public improvement materials)
and installation and non -capital costs (i e ,
administration, legal and engineering fees, and
interest payments on bonds during the capitali-
zation period before any tax increments accrue)
Negotiating with property owners to acquire
property and initiating condemnation
proceedings— through the powers of eminent
domain authorized in the Port Authority Act
(Minn Stat 5458 192, Subd 2), the Municipal
housing and Redevelopment Authority Act
(Minn Stat S462 445, Subd 2), and the
ffu cipaTIsevelopment District Act (Minn Stat
5472 08, Subd 1}— will be the likely initial
implementation steps once the bond proceeds are
available Similarly, if appraisals were not
prepared during the planning phase, the city
should consult a relocation appraiser to
determine what figure to base negotiations or
and whether any property should be included it
the negotiation as part of the acquisition price
Some machinery and other personal property it
commercial or industrial structures may be
considered immovable fixtures and therefore
part of the real property acquisition price
The relocation appraiser will meet with
business owners, whether property owners or
tenants, to determine moving expenses and items
that may be relocated as movable fixtures The
relocation appraiser may also determine moving
expenses and settlements for owners or tenants
moved from residential property Paying relo-
cation benefits is required for all public sector
displacements pursuant to the Minnesota
Uniform Relocation Act, Minn Stat S117 52-56
After property has been acquired and pro-
perty and household have been relocated, the
city or authority may let contracts for
demolition and clearance work Similarly, the
city public works department or an engineering
and construction firm may be retained to begin
removing the existing public infrastructure and
replacing it with new public improvements and
utilities
While public improvement replacement
occurs, the city or authority should dispose of
property for redevelopment All property
acquired by the city or a local public agency may
be disposed of without public bidding, but only
after a public hearing if the agency handling the
transaction is a municipal port authority (Minn
Stat S458 196, Subd 4) or a municipal housing
and redevelopment authority (Minn Stat
S462 525, Subd 2) If the city council is
disp%mit% of the property pursuant to Minnesota
Statutes S472A.03, no public hearing is required
among statutory cities, home rule cities are
bound by the conditions of the local charter
Once property disposition has taken place
according to the terms and conditions of the
agreement with the developer, the authority or
city need only monitor the timing of new
construction or substantial rehabilitation The
timely completion of new construction or
rehabilitation is important as the tax increments
resulting from increases in assessed value will be
used to amortize the debt service
13
9
MODIFIED DEVELOPMENT PROGRAM
FOR
DEVELOPMENT DISTRICT NO 1
INCLUDING
MODIFIED TAX INCREMENT FINANCING PLANS
FOR
TAX INCREMENT FINANCING DISTRICT NO 1,
(Downtown and Industrial Park Scattered
Site Redevelopment District)
TAX INCREMENT FINANCING DISTRICT NO 2,
(Nelle Pro3ect)
TAX INCREMENT FINANCING DISTRICT NO 3,
(Arkell Pro3ect)
AND
TAX INCREMENT FINANCING DISTRICT NO 4
(Woodland Lake Pro3ect)
AND
TAX INCREMENT FINANCING PLAN
AX INCREMENT FINANCING DISTRICT NO 5
(BRICK POND PROJECT
E
CITY OF STILLWATER, MINNESOTA
June 20, 1989
. SECTION VI
TAX INCREMENT FINANCING PLAN FOR
TAX INCREMENT FINANCING DISTRICT NO 5
Pro3ect Summary
The tax increment revenues generated through new
development in Tax Increment Financing District No 5 (Brick Pond
Pro]ect) will be used to enhance the quality of public
improvements and to reduce the extraordinary utility improvement
costs caused by an inappropriate subdivision pattern and
incompatible lana uses The Brick Pond Planning Area contains
land -locked parcels (no street access) and commercial and
multifamily residential development next to a stable, single
family neighborhood
Tax increment revenues can be used to reduce utility
improvement costs in line with other competitive sites in the
area This will increase the likelihood for the area to develop
The need for a neighborhood park and greenbelt buffer was
identified in the Comprehensive Plan for the area Tax increment
revenues will be used to purchase land for the park and make park
improvements and to establish a landscape buffer between
incompatible land uses Remaining tax increment revenues will be
used to upgrade and rehabilitate downtown Stillwater
• Subsection 6 1 -je
Statement of Obctives --See Sec-
_
- - tion I, Modified Development -Program -for -Development—District
No 1, Subsection 1 4, Statement of Ob]ectives_
Subsection 6 2 Development Program See Section I,
Modified Development Program for Development District No 1,
Subsection 1 1 through 1 15
Subsection 6 3 Parcels to be Included in Tax Increment
Financing SDistrict- No 5 The llwater, County of Washington, g State eof Minnesota
ls located n the
City o
C
P I N Owner
9033-2360 Stillwater I S D NO 834
9033-2115 Robert Brackey
9033-2120 Robert Brackey
9033-2140 Rose Floral
9033-2356 Augustine Bros
9033-2357 Augustine Bros
9033-2354 Mexicale
FURTHER INFORMATION REGARDING THE IDENTIFICATION OF THE PARCELS TO
BE INCLUDED IN TAX INCREMENT FINANCING DISTRICT NO 5 CAN BE
OBTAINED FROM THE OFFICE OF THE CITY CLERK
is Subsection 6 4 Parcels in Acquisition Properties
identified for acquisition will be acquired by the City in order
6-1
. to accomplish one or more of the following remove, prevent, or
reduce blignt, blighting factors, causes of blight, or the spread
of blight and deterioration, to eliminate unhealthful, unsafe, and
unsanitary structures and conditions, reduce traffic hazards,
provide land for needed public streets, utilities, and facilities,
remove incompatible land use, eliminate obsolete or detrimental
uses, assemble land for redevelopment, carry out clearance and/or
redevelopment to accomplish the uses and objectives set forth in
this plan
The City may acquire and reconvey the parcels identified
in Section I, Subsection 1 14 of the Development Program
The following are conditions under which properties not
designated to be acquired may be acquired at a future date
(1) The City may acquire property by gift, dedication,
condemnation or direct purchase from willing sellers in
order to achieve the objectives of the tax increment
financing plan, and
(2) Such acquisitions will be undertaken only when there is
assurance of funding to finance the acquisition and
related costs
Subsection 6 5 Development Activity in the Tax Incre-
ment Financing District for which Contracts have been Signed The
—_ following _ contracts _ have been —entered- 1 n.to__hy the pity —of - -
Stillwater and the persons named below
(As Contracts are entered into with the City of
Stillwater, they will be inserted in this Subsection )
_ Subsection 6 6 Other Specific Development Expected to
Occur within the Tax Increment Financing District The City
anticipates that the following development will occur within Tax
Increment Financing District No 5
(1) construction and equipping of an 81-unit
multifamily housing facility,
(2) construction and equipping of a 20-unit
duplex residential facility, and
(3) construction of an auto service center
(As other specific development is expected to occur, it
will be inserted into this Subsection )
Subsection 6 7 Estimated Cost of Protect See Sub-
section 1.5 of the Development Program for estimated costs associ-
ated with the Development District
6-2
•Subsection 6 8 Estimated Amount of Bonded Indebted-
ness It is anticipated that bonded indebtedness may be incurred
in an amount so that $616,000 in net proceeds will be available
with respect to this portion of Development District No 1
Subsection 6 9 Sources of Revenue Public improvement
costs, acquisition costs and other costs outlined in the Estimated
Cost of Pro3ect (Subsection 5 7 above) will be financed through
the annual collection of tax increments as described below It is
anticipated that the City will retain all tax increment generated
from Tax Increment Financing District No 5 to pay for costs
outlined in Subsection 1 5 of the Development Program
Subsection 6 10 Original Tax Capacity, Estimated
Captured Tax Capacity Pursuant to Section 469 177, Subd 1 of
the Tax Increment Financing Act, the original tax capacity for Tax
Increment Financing District No 5 is estimated to be $109,804 for
the year 1988 payable 1989, based on the tax capacity of all
taxable real property within Tax Increment Financing District No
5 Pursuant to Section 469 177, Subds 1 and 4, of the Tax
Increment Financing Act, the County Auditor of Washington County
(the "County Auditor") shall certify in each year the amount by
which the original tax capacity has increased or decreased as a
result in a change in tax-exempt property within Tax Increment
Financing District No 5, reduction or enlargement of Tax
Increment Financing District No 5 or changes in connection with
previously issued building permits In any year in which the
current tax capacity of Tax Increment Financing _District No - 5
declines below the original tax capacity, no tax capacity will be
captured and no tax increment will be payable to the City
Pursuant to Section 469 175, Subd 1, and Section
469 177, Subd 2, of the Tax Increment Financing Act, the
estimated captured tax capacity in Tax Increment Financing
District No 5 at completion, 1991 paayble 1992, will be
approximately $328,622 This estimated annual captured tax
capacity value is determined in the following manner
Estimated Tax Capacity
at Completion, 1991/1992 $479,200
Original Tax Capacity* 150,578
Captured Tax Capacity $328,622
*Adjusted for inflation
See Exhibit VI-C for the annual ad3ustment to the original
tax capacity of Tax Increment Financing District No 5
Subsection 6 11 Type of Tax Increment Financing Dis-
trict Tax Increment Financing District No 5 is, pursuant to
• Section 469 174, Subdivision 12, an economic development as
defined below
6-3
. "Economic development district" means a type of tax increment
financing district which consists of any project, or portions
of a project, not meeting the requirements found in the
definition of redevelopment district, mined underground space
development district or housing district, but which the
authority finds to be in the public interest because
(1) it will discourage commerce, industry of
manufacturing from moving their operations to
another state, or
(2) it will result in increased employment in the
municipality, or
(3) it will result in preservation and enhancement of
the tax base of the municipality
Subsection 6 12 Duration of Tax Increment Financina
District No 5 In accordance with Section 469 176, Subdivision
1, of Tax Increment Financing Act, the City, with this economic
development district, may collect tax increment payments over a
period of time ending eight (8) years from the date of the receipt
of the first increment, or ten (10) years from approval of the tax
increment financing plan, whichever is less
• - The City will approve the Tax Increment Financing- Plan
onJune 20, 1989 Therefore one defined termination date after
which tax increment income cannot be received will be June 20,
1999
No current development on properties within Tax
Increment Financing District No 5 will have taken place by
January 2, 1990, the date on which the properties within the
district were reassessed for tax purposes Therefore any increase
in taxable assessed value over the original assessed value would
be caused only by an inflation value on undeveloped properties
Any captured value created by an inflationary value would produce
an insignificant tax increment for collection in 1991
The City does not wish to accept any tax increment in
1991 and wishes to pass through any such increment which might be
receivable to all other taxing jurisdictions within the district
which would collect such increment in the same proportion as
before establishment of the district
If the City, through the tax increment district, is not
paid any tax increment in 1991, then the first possible receipt
would be in May, 1992, from any value captured based on assessor's
reevaluation of the property on January 2, 1991 Under the second
defined termination ate, eight years from May, 1991 would be May,
2000
• Since the June 20, 1999 limitation is less than the
period ending May, 2000, it is assumed in the finance plan that no
6-4
•tax increments will be received after the final property tax
settlement in 1999
Subsection 6 13 Estimated Imnact on Other Taxing
Jurisdictions
Test No 1 The estimated impact on other taxing
jurisdictions assume construction would have occurred without the
creation of Tax Increment Financing District No 5 If the
construction is a result of tax increment financing, the impact is
$0 to other entities
Test No 2 Notwithstanding the fact that the fiscal
impact on the other taxing jurisdictions is $0 due to the fact
that the financing would not have occurred without the assistance
of the City, the following estimated impact of Tax Increment
Financing District No 5 would be as follows if Test No 1 (the
"but for" test) was not met
IMPACT ON TAX CAPACITY
Original* Future Captured District
1988 Total** Tax Tax Tax % of
Entity Tax Capacity Capacity Capacity Capacity Entity
Washington
•County $124,572,273 $150,578 $479,200 $328,622 0 264%
Stillwater 11, 977, 402 150, 578 _ 4J9i2D0-328, 622 _ _ 2.744
I D S #834 41,116,738 150,578 479,200 328,622 0 799
* Adjusted for Inflation
** Before Fiscal Disparities
IMPACT ON TAXES
1988/89
Tax Capacity Potential
Entity Rate Taxes
Washington County 20 931 $ 68,784
Stillwater 24 016 78,922
I S D #834 49 666 163,213
Other (1) 5 554 18,252
100 167 $329,171
(1) Other taxing Jurisdictions include AVTI, Metropolitan
Mosquito Control District, Metropolitan Council, Metropolitan
Transit Commission, HRA, RTB, and Watershed District.
Subsection 6 14 Tax Increment Financing Account for
Tax Increment Financing District No 5 The tax increment
received with respect to Tax Increment Financing District No 5
• will be segregated by the City in a special account or accounts on
its official books and records
6-5
• Subsection 6 15 Modification of Tax Increment Financ-
ina Plan for Tax Increment Financina District No 5 As of June
20, 1989, no modifications to Tax Increment Financing District No
5 or the Tax Increment Financing Plan therefor have been made
• _
6-6
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�y� I STILLWATER MINNESOTA
EXHIBIT VI-C
CITY OF STILLWATER, MINNESOTA Prepared on 16-May-89
41STMENTS TO ORIGINAL TAX CAPACITY by SPRINGSTED Incorporated
INCREMENT FINANCING DISTRICT NO 5
I Average Percent Increase Determination*
A
Established Date (Public Hearing)
Jun-89
B
Base
Year Valuation Date
02-Jan-88
C
Base
Year Tax Capacity
$109,804
D
Fifth
Preceding Year Valuation Date
02-Jan-83
E
Fifth
Preceding Year Tax Capacity
$70,646
F
Five
Year Tax Capacity Increase (E
- C)
$39,158
G
Five
Year Total Tax Capacity Ratio
(F / E)
0 5543
H
Five
Year Average Increase Ratio (G
/ 5)
0 1109
I
Annual
Base Year Adjustment Factor
(1 00 + H)
1 ill
* According to September 24, 1982 Department of Revenue memo to County Auditors
II
Adjustment Calculations for Original
Tax Capacity
(OTC)
Adjustment
Adjusted
Year
OTC
Factor
OTC
Base
1988
109,804
1 000
109,804
1989
109,804
1 111
121,992
1990
121:992
1 111
135,533
1991
150,578
1
167,578
199Z
150,578
ill
1 111
167,292
292-
1993
167,292
1 ill
185,861
1994
185,861
1 ill
206,492
1995
206,492
1 111
229,412
1996
229,412
1 111
254,877
1997
254,877
1 ill
283,168
1998
283,168
1 ill
314,600
III
Tax Capacity / Tax
Increment Calculations
(Assumes
Adjustment
to Original Tax
Capacity)
Projected
Assumed
Assess
Adjusted
Projected
Captured
TC
Projected
Collection
Year
OTC
TC
TC
Rate
Increment
Year
Base
1988
109,804
---
---
---
---
1989
1989
121,992
121,992
(0)
100
167
(0)
1990
1990
135,533
135,533
(0)
100
167
1991
150,578
479,200
328,622
100
167
329,171
1992
1992
167,292
479,200
311,908
100
167
312,429
1993
1993
- 185,861
479,200
293,339
100
167
293,829
1994
1994
206,492
479,200
272,708
100
167
273,164
1995
1995
229,412
479,200
249,788
100
167
250,205
1996
1996
254,877
479,200
224,323
100
167
224,698
1997
1997
283,168
479,200
196,032
100
167
196,359
1998
•
1998
314,600
479,200
164,600
100
167
164,875
1999
• Landscaping 100,000
Electrical Power Distribution 380,000
Lighting/Traffic Controls 100,000
* Estimated on a 66% of total cost payable by Woodland Lakes
Other Public Costs
Engineering 380,000
Legal 25,000
Surveying 5,500
Contingency 410,000
Total Estimates $4,192,500**
** The total dollar amount does not include capitalized inter-
est or other bonding costs These costs would need to be calcu-
lated as part of a larger bond issue
(AS MODIFIED JUNE 20, 1989)
TAX INCREMENT FINANCING DISTRICT NO 5
BRICK POND PROJECT ESTIMATE
Land Acquisition
Park Improvements
Green belt buffer and
--- — landscaping - --- - -
Utility Assessment Reduction
Administrative -
$ 60,000
50,000
250,000 -
200,000
- 56-, 000— - -
$ 616,000*
*The total dollar amount does not include capitalized interest or
other bonding costs, if any These costs would need to be
calculated as part of a larger bond issue
Subsection 1 6 Environmental Controls
(AS ORIGINALLY ADOPTED MAY 7, 1985)
The proposed redevelopment pro3ects in the Development
District do not present any permanent environmental problems
All municipal actions, public improvements, and private develop-
ment shall be carried out in a manner that will enhance, rather
than detract from the natural environment. All necessary envi-
ronmental permits and clearances will be obtained
(AS MODIFIED FEBRUARY 21, 1989)
The proposed development activities in the Development
District do not present significant environmental concerns All
municipal actions, public improvements and private development
shall be carried out in a manner consistent with existing envi-
ronmental standards
1-10
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"""'CEGEND
--�+— PROPOSED STORM SEWER
+—s— PROPOSED SANITARY SEWER
—<— EXISTING SANITARY SEWER _
CITY LIMITS
STILLWATER, MN
DATE 2/ 17/81 1
FILE 87068 1
1
• PLANNING APPLICATION REVIEW
CASE NO V/89-37
PLANNING COMMISSION MEETING July 10, 1989
PROJECT LOCATION 306 West Olive Street
COMPREHENSIVE PLAN DISTRICT RCM ZONING DISTRICT Medium Density
APPLICANT'S NAME Charles and Judith Dougherty
TYPE OF APPLICATION Variance
PROJECT DESCRIPTION
Variance to the rear and sideyard setback requirements to renovate an existing
Carriage House
DISCUSSION
The application is to convert a Carriage House into personal living quarters
At the present time, the structure on the property is a nine room Bed and
Breakfast by a variance granted in September 1988 The conversion of the
Carriage House into personal living quarters would allow the Dougherty's to
have a private residence while maintaining a nine room Bed and Breakfast The
Bed and Breakfast Ordinance states that "A Bed and Breakfast is an
owner/manager occupied residential structure used as a lodging establishment
• where a room, or rooms, are rented on a nightly basis and in which breakfast
is included as part of the basic compensation " If the Dougherty's are
granted this variance, they will not be occupying the Bed and Breakfast but
they will remain on -site
The variance is needed for setbacks A twenty foot sideyard setback and
forty-five foot rearyard setback is required for the Carriage House The
project proposes a five foot sideyard setback and three foot rearyard setback
The design of the proposal is sensitive to the design of the existing Carriage
House with lap siding and casement windows Decks are proposed on either ends
of the building with two additional covered parking spaces
In June, 1989, the City Council denied a request from the Dougherty's to
convert the Carriage House into personal living quarters with an additional
two Bed and Breakfast rooms The denial was based on an increase in rented
rooms and its impact on the residential neighborhood due to parking,
commercial activity and additional deliveries This request does not increase
commercial activity of the Bed and Breakfast
PROPOSED CONDITIONS OF APPROVAL
1 The Bed and Breakfast rooms will remain at nine and floor plan showing
the room arrangement shall be submitted
2 All doors of the Bed and Breakfast shall be locked at 11 00 P M
3 No space in the Carriage House shall be rented, but used only by the
owners of the Bed and Breakfast for their own personal use
RECOMMENDATION Denial
FINDINGS
The proposal is not consistent with setback requirements of the Zoning
Ordinance
ATTACHMENT Project Plans
PAC 100
Case Number
o_G
Fee Paid ___� _ _______
• 6
Data Filed _ _�3 ------
PLANNING
ADMINIS T ZA T IVE FORM
Street Location of Property ___________________
Leval Doscription of Property: -.it,___` 5 � b ____W11Son _&�_
Owner Nome ReLt� --------------------
Address F-------
_-- Phone
Acolicant (if other than owner) Name ---------------------------------
Address ------------------------------ Phone ---------------
Type of Request ___ Rezoning ___ Approval of Preliminary Plat
Special Use Permit Approval of Final Plat
Variance ___ Other___________________
Desc-ipt.on of Request 7A ��2a �_�'lt�._ e xis ►,z�_ Cc,�LiQ��.%ySQ-- qt_
• sste Sl.�l�G1wl�II�_t1_�$_ Irlj=—ou=--`=--l�v�_c�_4kc�c��r5__=14.�.y2�^Sl
U -
Signature of
P.
Date of Public Hearing ___________________________-
NOT : S.cetch of proposed property and structure to be drawn on
tacaea, snowing tre following
I North direction.
2. Locat,on of proposed structure on Iot.
3 Dimensions of front and siae set -backs.
4 Dimensions or proposed structure
5 Street names
6 Location oz adjacent e-asting buildings
7 Other intormatioa as may be requested.
1'
at -
Approved ___ Denied ___ by tho Planning Commission on ___________ (date)
subleci to the following conditions __—________________________________
------------------------------------------------------------------
Aporoved ___ Denied ___ by the Council on ________________ sublee to the
10 following conditions.
----------------------- --------------------------------------
Comments. (Use other side),