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HomeMy WebLinkAbout07.15.24 EDA PacketMeeting Location: Farmington City Hall, Conf Room 170 430 Third Street Farmington, MN 55024 ECONOMIC DEVELOPMENT AUTHORITY REGULAR MEETING AGENDA Monday, July 15, 2024 5:30 PM Page 1.CALL TO ORDER 2.PLEDGE OF ALLEGIANCE 3.ROLL CALL 4.APPROVE AGENDA 5.CITIZEN COMMENTS 6.CONSENT AGENDA 6.1 Minutes of the Regular Economic Development Authority Meeting dated May 20, 2024 Approve the minutes of the May 20, 2024 Regular Economic Development Authority meeting. Agenda Item: Minutes of the Regular Economic Development Authority Meeting dated May 20, 2024 - Pdf 3 - 7 6.2 Monthly Financial Report Accept monthly Financial Report for July 2024. Agenda Item: Monthly Financial Report - Pdf 8 - 9 7.PUBLIC HEARINGS 8.DIRECTOR'S REPORT 8.1 Director's Report No action requested. This item is informational and is provided to communicate how the EDA time and money resources are allocated, and to track and measure the impact of initiatives. Agenda Item: Director's Report - Pdf 10 - 14 Page 1 of 32 9. DISCUSSION ITEMS 9.1 Small Business Resource Fair Update No action needed. Please feel free to attend the Small Resource Fair if you are available. Agenda Item: Small Business Resource Fair Update - Pdf 15 - 19 9.2 2025 Preliminary Budget, Work Plan, and EDA Levy Discussion No formal action is requested. The EDA is asked to discuss the proposed budget and provide direction on the preliminary 2025 EDA levy request. Agenda Item: 2025 Preliminary Budget, Work Plan, and EDA Levy Discussion - Pdf 20 - 31 9.3 Closed Session to Consider Whether to Develop or Consider Offers or Counteroffers for the Sale or Purchase of the Real Property in the City of Farmington, Dakota County, Minnesota (PID: 14-03100-22-012), Pursuant to Minnesota Statutes Section 13D.05, Subdivision 3(c)(3) Motion to close the Economic Development Authority meeting pursuant to Minnesota Statutes section 13D.05, subdivision 3(c)(3), to consider whether to develop or consider offers or counteroffers for the sale or purchase of the real property in the city of Farmington, Dakota County, Minnesota (PID: 14-03100-22-012). Agenda Item: Closed Session to Consider Whether to Develop or Consider Offers or Counteroffers for the Sale or Purchase of the Real Property in the Ci - Pdf 32 10. ADJOURN Page 2 of 32 ECONOMIC DEVELOPMENT AUTHORITY AGENDA MEMO To: Economic Development Authority From: Shirley Buecksler, City Clerk Department: Administration Subject: Minutes of the Regular Economic Development Authority Meeting dated May 20, 2024 Meeting: Economic Development Authority - Jul 15 2024 INTRODUCTION: For the Commission's approval are the minutes of the May 20, 2024 Regular Economic Development Authority meeting. ACTION REQUESTED: Approve the minutes of the May 20, 2024 Regular Economic Development Authority meeting. ATTACHMENTS: 05.20.24 EDA Minutes Page 3 of 32 Economic Development Authority Meeting Minutes of May 20, 2024 Page 1 of 4 City of Farmington Economic Development Authority Regular Meeting Minutes Monday, May 20, 2024 The Farmington Economic Development Authority met in regular session on Monday, May 20, 2024, at Farmington City Hall, 430 3rd Street, Farmington, Minnesota. 1. CALL TO ORDER Chair Wilson called the meeting to order at 5:30 p.m. 2. PLEDGE OF ALLEGIANCE Chair Wilson lead everyone in the Pledge of Allegiance. 3. ROLL CALL Members Present: Chair Steve Wilson Commissioners Holly Bernatz, Joshua Hoyt, and Nick Lien Members Absent: None Also Present: Lynn Gorski, City Administrator Julie Flaten, Asst City Administrator/HR Director Deanna Kuennen, EDA Executive Director Stephanie Aman, Economic Development Coordinator Kim Sommerland, Finance Director John Powell, Public Works Director Shirley Buecksler, City Clerk 4. APPROVE AGENDA Motion was made by Commissioner Lien and seconded by Commissioner Bernatz to approve the agenda, as presented. Motion carried: 4 ayes / 0 nays 5. CITIZEN COMMENTS No one addressed the Commission to speak. 6. CONSENT AGENDA 6.1 Minutes of the March 18, 2024 Economic Development Authority Meeting 6.2 Monthly Financial Report 6.3 Quarterly Report – Open to Business (Q1 2024) Motion was made by Commissioner Hoyt and seconded by Commissioner Bernatz to approve the Consent Agenda, as amended. Motion carried: 4 ayes / 0 nays Page 4 of 32 Economic Development Authority Meeting Minutes of May 20, 2024 Page 2 of 4 7. PUBLIC HEARINGS There were no public hearings. 8. DISCUSSION ITEMS 8.1 Choose Vice-Chairperson for the EDA for Remainder of 2024 Motion was made by Commissioner Hoyt and seconded by Commissioner Bernatz to appoint Nick Lien as Vice-Chairperson for the remainder of 2024. Motion carried: 4 ayes / 0 nays 8.2 Small Business Resource Fair The Small Business Resource Fair is scheduled for July 16th from 8 to 10:30 am. The target audience for this event is businesses with less than 20 employees. As of today, 17 businesses have confirmed their attendance. Discussion included: • A suggestion for businesses to be able to sign up for future notices and invitations, similar to notifications on the City’s website. • QR code to register for events. 8.3 2023 MicroGrant Awards and Updates Coordinator Aman provided an update on the 2023 MicroGrant Awards. A total of $10,000 funded by the EDA MicroGrant program was awarded to the following four businesses in 2023. Fissan Training Kennels $2500 grant approved at the June 26, 2023 EDA meeting. This matching grant funding allowed Fissan Training Kennels to complete a sign upgrade that they had been wanting to do. The new signage is clean and bright and adds a great deal to the facade of their building. Fissan Training Kennels has met all obligations to provide pictures and invoices with payment information and has fulfilled the terms of the grant agreement. Heikkila Studios $2500 grant approved at the July 17, 2023 EDA meeting This matching grant funding was used to install a new concrete patio to the west of the building at 349 3rd Street. With this improvement, Heikkila Studios is better able to utilize this space as it provides a better aesthetic for photography. Heikkila Studios has provided pictures and closed out invoices and has fulfilled the terms of the grant agreement. Page 5 of 32 Economic Development Authority Meeting Minutes of May 20, 2024 Page 3 of 4 The Pam McCarthy Agency, Inc. $2500 grant approved at the August 21, 2023 EDA meeting This matching grant funding is being utilized for mass marketing campaigns to help the Pam McCarthy Agency reach more people and grow business. The agency has plans to complete phased mailing campaigns and has until August 21, 2024 to utilize the funds. Grant Heating and Air $2500 grant approved at the September 18, 2023 EDA meeting This matching grant funding was used to complete a needed painting project on the exterior of the business, as well as spruce up the outside which makes for a more welcoming environment for customers to come to, along with being a good neighbor. Grant Heating and Air had recently purchased the building and were grateful for matching funding to help ease the burden of this cost on a small business. Grant Heating and Air has provided pictures and invoices with payment information and has fulfilled the terms of the grant agreement. 8.4 2025 Budget – Preliminary Discussion Director Kuennen thanked the EDA for making this the first year in which the EDA has a dedicated levy. Direction: discontinue the $50K transfer from the General Fund and include it in the EDA budget, and come back with a reasonable budget amount, as we look at the budget as a whole. 9. DIRECTOR’S REPORT 9.1 Director’s Report Director Kuennen said this was a great night for all of us and, again, congratulated the City for being a finalist for the 2024 MREJ Awards, City/County of the Year and thanked everyone for coming out to be part of this celebration and award. Kuennen pointed out two items from the report in the EDA’s packet: • BRE Plan – this is a departure from the BRE program in the past and was intentional. We recognize the time and effort put into the previous program, but these will be conversations, and this is where we have found we get the most input back from the businesses and how we have the most authentic interaction. This is how we anticipate focusing on the BRE for the rest of the year. • There is an opportunity to support the idea of property and site readiness. We have been made aware of a property that may be listed this summer Page 6 of 32 Economic Development Authority Meeting Minutes of May 20, 2024 Page 4 of 4 that could be of interest and benefit for the City to acquire. However, if something like that were to happen, it is our recommendation that we understand what we are getting into. We are asking the EDA to consider allowing us to use $6,000 to hire a consultant from the consultant pool who would do a structural analysis on this particular property, including all the buildings on the property. The consultant will provide us with a detailed construction report of repairs and recommendations, as well as priorities for those repairs, removals, etc. This would be important information to have before we bring any property negotiations forward in a closed session. Chair Wilson and the Commissioners agreed to move forward. 10. ADJOURNMENT Motion was made by Commissioner Lien and seconded by Commissioner Bernatz to adjourn the meeting at 6:43 p.m. Motion carried: 3 ayes / 1 nay – Chair Wilson would have preferred to continue this good conversation. Respectfully submitted, Shirley R Buecksler City Clerk Page 7 of 32 ECONOMIC DEVELOPMENT AUTHORITY AGENDA MEMO To: Economic Development Authority From: Deanna Kuennen, Community & Economic Development Director Department: EDA Subject: Monthly Financial Report Meeting: Economic Development Authority - Jul 15 2024 INTRODUCTION: Attached is a monthly Financial Report through July 2024. DISCUSSION: Attached is the monthly Financial Report for July 2024, including a summary of the year-to-date expenditures. The expenditures are consistent with the approved EDA work plan and 2024 budget. Items to note: The 2024 budget included $51,000 of "remaining proposed revenue" that was unprogrammed and was intended to be used for items such as "site readiness, implementation of the community vision, etc." Of these funds:  $39,9000 has been designated to fund the Alternative Urban Areawide Review (EDA Resolution 2024-01)  $6,000 was approved at the May meeting to fund a structural analysis of buildings located on PID 140310022012 BUDGET IMPACT: Not applicable ACTION REQUESTED: Accept monthly Financial Report for July 2024. ATTACHMENTS: JULY 2024 Financial Report Page 8 of 32 Business Unit Object Account Account Description YTD Spent (thru 7-1-24)Approved 2024 Budget Adjusted Budget numbers per Finance Actual Remaining SUMMARY OF EXPENDITURES 2000 - HRA/ECONOMIC DEVELOP6280 BOOKS & SUBSCRIPTIONS 0.00 150.00 150.00 150.00 2000 - HRA/ECONOMIC DEVELOP6401 PROFESSIONAL SERVICES 37,500.00 5,000.00 42,500.00 5,000.00 *Includes: My Town (25,000) and SLP (12,500) - both were originally included in "other" 2000 - HRA/ECONOMIC DEVELOP6403 LEGAL 830.50 3,000.00 3,000.00 2,169.50 Primarily RIG and AUAR related 2000 - HRA/ECONOMIC DEVELOP6426 INSURANCE 156.95 600.00 600.00 443.05 2000 - HRA/ECONOMIC DEVELOP6445 POSTAGE/SHIPPING FEES 0.00 1,000.00 1,000.00 1,000.00 2000 - HRA/ECONOMIC DEVELOP6450 OUTSIDE PRINTING 421.51 2,500.00 2,500.00 2,078.49 Materials for SLP and Conferences, Business Cards 2000 - HRA/ECONOMIC DEVELOP6455 LEGAL NOTICES 0.00 500.00 500.00 500.00 2000 - HRA/ECONOMIC DEVELOP6460 MEMBER DUES & LICENSURE 8,260.05 3,500.00 8,000.00 -260.05 Includes: Chamber (2,500), CVN (4,500 originally included in "other"), EDAM (545), MMP (700) 2000 - HRA/ECONOMIC DEVELOP6470 TRAINING & SUBSISTANCE 1,320.05 5,000.00 5,000.00 3,679.95 Includes: EDAM Winter (2), DRC (2), MMP Qrt 1, EDAM Summer 2000 - HRA/ECONOMIC DEVELOP6480 MEETING EXPENSE 109.11 -109.11 Coffee - Chamber Coffee Event 2000 - HRA/ECONOMIC DEVELOP6485 MILEAGE REIMBURSEMENT 1,392.44 3,000.00 3,000.00 1,607.56 2000 - HRA/ECONOMIC DEVELOP6505 EQUIPMENT REPAIR/MAINTENANCE 0.00 1,000.00 1,000.00 1,000.00 2000 - HRA/ECONOMIC DEVELOP6550 DEVELOPER PAYMENTS 0.00 50,000.00 50,000.00 50,000.00 2000 - HRA/ECONOMIC DEVELOP6570 PROGRAMMING EXPENSE 5,500.00 10,000.00 10,000.00 4,500.00 2024 Open to Business 2000 - HRA/ECONOMIC DEVELOP7420 OTHER 12,950.00 64,750.00 22,750.00 9,800.00 **Includes: MREJ Marketing (10,000), MREJ Total 2000 - HRA/ECONOMIC DEVELOPMENT 0.00 -51,000.00 150,000.00 81,559.39 0.00 -51,000.00 51,000.00 11,100.00 Unallocated - for TBD initiatives around land, rev loans, comp plan. $39,900 reallocated to Gen Fund for AUAR consultant ($6000 Not Reflected - for Structural Analysis) 0.00 -51,000.00 201,000.00 92,659.39 Remaining Budget JULY 2024 and YTD BUDGET Pa g e 9 o f 3 2 ECONOMIC DEVELOPMENT AUTHORITY AGENDA MEMO To: Economic Development Authority From: Deanna Kuennen, Community & Economic Development Director Department: EDA Subject: Director's Report Meeting: Economic Development Authority - Jul 15 2024 INTRODUCTION: Attached please find a summary of recent economic development activities. DISCUSSION: Attached please find a summary of recent economic development activities. Staff will be available to answer questions. BUDGET IMPACT: Not applicable ACTION REQUESTED: No action requested. This item is informational and is provided to communicate how the EDA time and money resources are allocated, and to track and measure the impact of initiatives. ATTACHMENTS: 07-2024 Director's Report Page 10 of 32 Reporting Period: July 2024 DIRECTOR’S REPORT – providing project highlights and a summary of economic development activity. Projects & Initiatives • Ebert Apartments Construction is progressing nicely. The project is still on-track for a final Certificate of Occupancy being issued in mid- to late-September, with a Fall 2024 opening. The Dakota County RIG has been completed and closed out. The project was awarded $250,000 to assist with the demolition, clean-up, and site preparation. An Open House Celebration is being planned for the third week in October. More information to come. • Community Vision/Comprehensive Plan Update - HKGi A joint Planning Commission/City County work session was held in June to discuss the revised future land use plan. Both the Planning Commission and City Council voiced that the changes accurately reflected their requests to provide more opportunity for business growth. Staff is now working with the consultants to make final revisions, build out the staging maps, and prepare materials for public input meetings. Once dates have been set for the public input meetings, those will be heavily advertised. Page 11 of 32 • Small Business Resource Event – July 17, 2024, from 8:00-10:30 am. • MREJ Staff moderated a panel at the 2nd Annual Southeast Metro Development Summit held on May 23rd and tabled at the event. Two specific meetings and one site visi t have been generated specifically from this event. Farmington also sponsored the Mid-Year Forecast Summit and will be at the summer networking event. • My Town – filming was completed in early May. The docuseries will air later this year, with a late November slot for the Farmington episode. o Filming in all 7 communities is finished and they are moving into the Post-Production stage. o “My Town” has been greenlit for Season 2, which will help bring more eyes to Season 1 and the Farmington episode. o There are plans for a special theatrical premiere in October, but the details are not available just yet. • BRE – Staff has actively started to schedule and conduct business visits based on the BRE Plan discussed at the May meeting. Prospects • Staff worked on more than 40 different proposed/potential projects in 2023. These have varied in size, scale, industry, use, and location. The prospects are all at different stages, and while some have included only providing written responses to information requests, others have included site visits and numerous meetings. Staff continues to engage with many different business prospects, developers, and project teams – with the goal of converting the prospecting into actual projects. • R&L Carriers – this local business has secured additional property in the industrial park to accommodate a nearly 100,000 SF expansion. The project has submitted Planning & Zoning applications and are anticipating construction starting in late 2024. This logistics company has been in Farmington for 20 years and is growing nationwide. The project will include job creation of approximately 25 new positions in year one, adding by 11-12% to their workforce each year thereafter. • Yellowtree Apartments – This $40 million + project proposes 168 units of market rate apartments, underground parking, site amenities, and a connection to downtown. The project has received all Planning & Zoning Approvals and a Tax Abatement Agreement has been approved (following a required public hearing). There are still some final details that are in process, but the developer is working towards closing on the property in late July and starting construction this summer. Page 12 of 32 • Staff continues to work on various potential projects and have conducted numerous meetings with developers and site selectors already in 2024 – on average meeting with 8 different groups each month. Staff uses the developer/site selector meetings to share the Farmington story, discuss opportunities, and identify partners who are in alignment with the City’s vision and can assist the City in bringing projects forward. • Tract presented at a special work session on June 4th to introduce their company and their proposed project plans. Tract is working through the entitlement process associated with the goal of developing a master planned technology park for data centers. There are multiple steps involved with this proposed development including rezoning and a Planned Unit Development. It is anticipated that planning applications will be submitted in July, a project website launched in July, a community meeting conducted in late August, with the Planning Commission reopening the rezoning public hearing in September. There is some confusion around the process and timeline, but once applications are received and the Tract project website is launched, additional information will be available to the public. • Two RFI from DEED were received. Neither project was a fit for Farmington and responses were not submitted. They both had large land mass requirements and massive infrastructure needs/demands. Staff continue to vet RFIs as they are received and will respond appropriately. • The two Alternative Urban Areawide Reviews (Farmington West Industrial and Farmington Technology Park) continue to progress. Alternative Urban Areawide Reviews (AUAR) are planning documents that identify impacts of different development scenarios and the required mitigation measures. Other • Staff have been made aware of different potential land sales in the community. There may be a role for the EDA to evaluate site readiness and community benefit for different properties. • Staff have been invited to attend a Minnesota Marketing Partnership Market visit to Chicago in August. No additional details are available currently. • Staff continue to stay connected and engaged with the Minnesota Trade Office, DEED, Greater MSP, and other organizations. • The Unexpectedly Bold marketing campaign was nominated for a Northern Lights Award. The award ceremony will be held on July 17th. • Two ribbon cuttings are planned for July. o State Farm, 431 3rd Street – July 16th at 10:30 am o The Community Room, 305 3rd Street – July 19th at 9 am - tentative Page 13 of 32 • Farmington is featured in an upcoming edition of Business View Magazine. The article/edition will be launched soon and a link will be shared with the EDA. The article will focus on our bold initiatives to proactively drive our future while preserving the elements that make Farmington a community. Page 14 of 32 ECONOMIC DEVELOPMENT AUTHORITY AGENDA MEMO To: Economic Development Authority From: Stephanie Aman, Economic Development Coordinator Department: EDA Subject: Small Business Resource Fair Update Meeting: Economic Development Authority - Jul 15 2024 INTRODUCTION: The 2024 EDA Work Plan included hosting/holding a 'lunch and learn' for businesses in July. At the time the work plan was prepared, the details of the event were not determined. Based on feedback from some small businesses, there seemed to be interest and value in attempting a small business resource fair in July. This concept and accompanying plan were presented to the EDA at the May meeting with a positive response. DISCUSSION: The Small Business Resource Fair is scheduled for Tuesday, July 16, from 8-10:30 am. Staff contacted many different organizations whose business model focuses on small businesses, seeking their participation in the event. Through these efforts, a good mix of local and non-local exhibitors have confirmed participation. The goal is to provide exposure to business resources that might not be as known to our Farmington small businesses. There will be 14 exhibitors (as of this packet posting) with a short list of other possible exhibitors. The 14 committed exhibitors are:  State of Minnesota  Dakota County Chamber  Open to Business/MCCD  Hiawatha Broadband  Dakota County CDA  First Farmers and Merchants  Castle Rock Bank  Dakota Electric  Tech River  Pink Collar Accountants  Dakota County Library (Small business seminars are hosted frequently with them)  SOL-IS  State Farm Insurance  City of Farmington – Planning and Building Divisions To market the resource fair, the following means were utilized - in addition to word-of-mouth by our business community: Page 15 of 32 Marketing efforts:  A direct mail piece was sent to nearly 150 businesses on June 20 with only nine returned back as undeliverable.  Social media posts went out on the City's official sites on June 24.  A news bulletin/alert was placed on the City's website on June 25.  City Staff have added it to their LinkedIn profile.  An email was sent on July 10 as a reminder to small businesses.  One more reminder will go out on social media channels prior to the fair. RSVPs were not required from the attendees, but Staff is received positive responses from the businesses we have heard from. A full recap of the event will be provided at the August EDA Meeting. BUDGET IMPACT: Approximately $300 for materials and breakfast ACTION REQUESTED: No action needed. Please feel free to attend the Small Resource Fair if you are available. ATTACHMENTS: Small Business resource Fair Postcard Invitation - FULL PAGE SocialsSmallBusinessFairAd2 Page 16 of 32 430 Third Street Farmington, MN 55024 Special invita t i o n f o r Farmington s m a l l b u s i n e s s e s ! www.FarmingtonMN.gov Deanna Kuennen Community & Economic Development Director DKuennen@FarmingtonMN.gov 651-280-6820 Let’s Connect! Stephanie Aman Economic Development Coordinator SAman@FarmingtonMN.gov 651-280-6823 Page 17 of 32 8:00am - 8:30am - Check-in, donuts, coffee & networking 8:30am - 9:30am - Presentations from the exhibitors 9:30am - 10:30am - Network with exhibitors & other business owners Rooms for private conversations will be available in City Hall. RSVP to Stephanie Aman SAman@FarmingtonMN.gov or P: 651-280-6823 Tuesday, July 16 from 8:00 am to 10:30 am City Hall Commons Small Business Resource Fair Starting and growing a business takes work. We recognize that time is a valuable resource in short supply for small business owners - but there are resources available to help! Farmington small businesses are invited to attend the 1st Small Business Resource Fair hosted by the City. This free, no-pressure event is designed to provide a “one stop shop” to discuss how the exhibitors can help YOU acheive your business goals. All exhibitors are ‘small business friendly’ and are eager to meet with you! Come - discover and connect at this small business resource fair! All Farmington small businesses are welcome to attend. Please spread the word! RSVP Please! Agenda Details Resource Fair exhibitors include: •DEED •Dakota County Library Staff •IT Support •Accounting Assistance •Open to Business •Commercial Insurance Providers and more! Page 18 of 32 Page 19 of 32 ECONOMIC DEVELOPMENT AUTHORITY AGENDA MEMO To: Economic Development Authority From: Deanna Kuennen, Community & Economic Development Director Department: EDA Subject: 2025 Preliminary Budget, Work Plan, and EDA Levy Discussion Meeting: Economic Development Authority - Jul 15 2024 INTRODUCTION: At the May EDA meeting, the EDA reviewed the 2024 EDA Work Plan and budget, and began discussions related to the 2025 EDA Work Plan and budget (please see attached May staff report). This discussion centered around accomplishments to date, the momentum associated with the marketing efforts and outcomes, the impact of a dedicated funding source (EDA levy), and ideas on how to best support the small business community. Based on that discussion and the direction provided, Staff has refined the proposed 2025 budget and proposed EDA levy. DISCUSSION: At the May EDA meeting, the EDA supported both a continuation and an increase in an EDA levy. The EDA expressed satisfaction with the accomplishments to date, how the EDA funds are being dedicated to leverage business attraction and investments in the community, and the quality of projects and initiatives. Specifically, the EDA requested that the preliminary levy incorporate the General Fund annual transfer ($50,000) - and include a responsible increase that provided funding to continue and grow the existing economic development initiatives and contribute to a growing fund balance. The idea behind growing the fund balance incrementally is to provide flexibility if/when opportunities arise and to allow the pursuit of larger programs and initiatives (yet to be determined but could include the establishment of a revolving loan program, funding for land acquisition, etc.). The following reflects the revised proposed 2025 budget: Page 20 of 32 To note:  The EDA Levy amount increased from $150,000 to $250,000 - which represents a $50,000 increase since the $50,000 operating transfer is eliminated. o State Statutes limit the levy amount of 0.01813% of the city taxable market value, which is in excess of $500,000  The "Other" category has been removed and those funds are moved to the "Programming" line. Specific projects will be identified and working with Finance, sub-categories within this Page 21 of 32 line item will be created to allow tracking of specific program budgets.  Approximately $64,000 is unprogrammed. These dollars will help build the EDA fund balance but can also be available if needed based on a specific opportunity or initiative requested by the EDA. The EDA is asked to review the levy request and preliminary budget. Based on input, Staff will start building out the specifics to the proposed 2025 Work Plan and prepare a Preliminary Levy Request resolution for consideration at the August EDA meeting. Now that the EDA levy is established, annually the EDA is required to request a preliminary and final levy as part of the City's budget. BUDGET IMPACT: Not applicable ACTION REQUESTED: No formal action is requested. The EDA is asked to discuss the proposed budget and provide direction on the preliminary 2025 EDA levy request. ATTACHMENTS: 05-2024 EDA Meeting -2025 Budget - Preliminary Discussion - Pdf Page 22 of 32 ECONOMIC DEVELOPMENT AUTHORITY AGENDA MEMO To: Economic Development Authority From: Deanna Kuennen, Community Dev Director Department: EDA Subject: 2025 Budget - Preliminary Discussion Meeting: Economic Development Authority - May 20 2024 INTRODUCTION: The 2025 budget process is underway. To start the discussions at the EDA level, Staff will provide an overview of 2024 YTD accomplishments, an update on the 2024 approved EDA Work Plan, and a summary of approved 2024 budget. This will guide future discussions regarding a proposed 2025 EDA levy amount and budget modifications - to ensure that the EDA activities are impactful, bold, and continue to advance the community vision and City Council priorities. DISCUSSION: 2024 This year the EDA funding included dedicated levy dollars to support economic development initiatives in the amount of $150,000. Attached is the 2024 EDA Budget and Work Plan - illustrating how the additional funding was allocated and applied towards economic development initiatives, as well as a calendar that showed the cadence associated with the various activities. Work Plan - Accomplishments to date include:  The Site Location Partnership (SLP), Minnesota Real Estate Journal (MREJ), My Town, and Community Venture Network contracts have all been executed and identified efforts are underway. o Staff is actively participating at MREJ events serving as speakers, moderating panels, and visibly marketing the "Unexpectedly Bold" brand. o Staff attended both the January and May Community Venture Network sessions - and is conducting follow up visits and conversations with business prospects. o Two SLP trade shows have occurred. Farmington specific information has been provided for the shows, Staff is receiving reports from each trade show - including business contact lists, and business interviews are being targeted for October in Chicago.  On average, Staff is meeting with 8 different builders/developers per month to discuss Farmington's vision and story and explore development opportunities and ideas. Many of these leads come from the MREJ events. There is also specific follow-up associated with each meeting.  Staff is attending Dakota County Regional Chamber coffees, policy forums, and events - including hosting a Farmington Coffee Break on Thursday, May 9th. Page 23 of 32 2024 Budget Status - Overall the budget has been supporting the work plan.  $51,000 of the expected revenues were "unprogrammed" with the note that the uses were TBD - for site readiness, potential seed money for a future revolving loan program, land activity, etc. Of those dollars: o The EDA dedicated transferring $39,900 to the General Fund to offset consultant costs associated with administering multiple Alternative Urban Areawide Reviews (AUAR). o The EDA may consider using a portion of the remaining funds for additional "site readiness" activities  $50,000 was identified in the budget for Developer Payments (aka incentive programs). Specific programs to utilize these funds are yet to be identified. 2025 While it is very early in the calendar/budget year, there are some budget predictions that can start to inform the budgetary needs for 2025 and potential changes to the EDA levy request. For discussion purposes:  Ongoing Operational Expenses - these will remain fairly consistent with the need for some increase in Professional Services and Legal based on the complexity of programs and development opportunities.  Economic Development Programming - Additional funds should be considered for activities associated with site readiness, implementation of the community vision, and land activity.  Levy Increase - the initial EDA levy of $150,000 provided much needed dedicated funds to deploy an economic development work plan and build upon the momentum and groundwork laid in 2023. At a minimum a continuation of the EDA levy at the same amount should continue, but consideration should also be given to increasing the levy. State statutes limit the levy amount to 0.01813% of the city taxable market value - which would generate an amount greater than $500,000. Staff would suggest discussing an increase to the levy of 25- percent, to a total of $187,500. BUDGET IMPACT: Not applicable. ACTION REQUESTED: No formal action is requested. The EDA is asked to discuss the existing budget, existing work plan, and provide direction on future funding levels. ATTACHMENTS: 2024 EDA Budget 2024 EDA Work Plan and Calendar Page 24 of 32 HRA/Economic Development 4011 - Current Property Tax 150,000 EDA Levy - first year of dedicated levy HRA/Economic Development 4955 - Interest on Investments 1,600 1,000 HRA/Economic Development 5205 - Operating Transfers 50,000 50,000 Total Revenue 201,000 ONGOING OPERATIONAL EXPENSES HRA/Economic Development 6280 - Books & Subscriptions 150 Various businss publications that help Staff keep a pulse on business activities throughout the metro area (Bus. Journal, TC Business, etc.) HRA/Economic Development 6401 - Professional Services 1,000 5,000 Financial consultant (non-TIF), etc. - to work with Staff as needed on program development, proposal review, incentive packages HRA/Economic Development 6403 - Legal 1,000 3,000 City Attorney - specific EDA legal review (program guidelines, loan doc, etc.) HRA/Economic Development 6426 - Insurance 560 600 HRA/Economic Development 6445 - Postage/Shipping Fees 1,000 Program mailings, direct marketing, etc. HRA/Economic Development 6450 - Outside Printing 250 2,500 SWAG for events, program postcards, etc. HRA/Economic Development 6455 - Legal Notices 100 500 HRA/Economic Development 6460 - Member Dues & Licensure 2,500 3,500 Specific economic development organization memberships - (2) EDAM, CORENet, MMP, other HRA/Economic Development 6470 - Training & Subsistance 3,500 5,000 Attendance at specific economic development trainings - (2) EDAM summer/winter, CORENet, etc. HRA/Economic Development 6485 - Mileage Reimbursement 1,000 3,000 Trends + 2 people doing ED HRA/Economic Development 6505 - Equipment Repair/Maintenance 1,600 1,000 Annual software maintenance costs - InDesign, calendarly, other HRA/Economic Development 6570 - Programming Expense 10,000 10,000 Payments to outside organizations for programming - Open to Business, etc. PROPOSED ECONOMIC DEVELOPMENT PROGRAMMING HRA/Economic Development 6550 - Development Payments 60,000 50,000 TO BE DETERMINED - 2 rounds of MicroGrant or implementation of new/different incentive program HRA/Economic Development 7420 - Other 0 64,750 ENHANCED ECONOMIC DEVELOPMENT MARKETING & PROGRAMMING - CVN Membership ($4,500), MREJ ($10,000), Bloomberg matching grant/placemaking ($25,000), Vikings ad or similar strategic print marketing ($8,000), Site Location Partnership SLP ($12,500 + travel), MyTown docuseries project ($25,000) Total Proposed Expenses 150,000 51,000 Remaining Proposed Revenue - TBD - site readiness, revolving loan program, implementation of community vision, land activity, other REVENUE TO ECONOMIC DEVELOPMENT ACTIVITIES EXPENSES/ECONOMIC DEVELOPMENT ACTIVITIES & WORK PLAN ITEMS Page 25 of 32 City of Farmington Community and Economic Development Living Workplan Document Boldly Defining Our Future Page 26 of 32 2024 Ini�a�ves & Calendar of Planned and Tenta�ve Events Ongoing Opera�ons: Ongoing operations describe the day-to-day activities and functions conducted by Staff under the “economic development” umbrella. These activities ensure that Staff are engaged with the local business community, are growing and maintaining relationships with economic development champions and partners, are representing Farmington outside of the community to a broader audience and are building tools and resources necessary to support the economic development vision and goals. • Prepare responses to Request for Informa�on (RFIs) related to proposed projects and site searches. • Organize visits as part of the site selec�on process. • Conduct business visits to current businesses to beter understand industry composi�on, business needs, and growth plans. • Atend Farmington Business networking events. • Atend relevant Chamber of Commerce events. • Meet with landowners to beter understand future growth opportuni�es. • Maintain database of available property (land and buildings.) • Coordinate and par�cipate in ribbon cu�ngs/ground breakings to celebrate new business openings and/or business expansions. • Serve on statewide commitees and hold leadership posi�ons in organiza�ons dedicated to economic development. • Stay abreast of regional, state, and federal programs (grants, loans, etc.) to support businesses and economic development ini�a�ves and efforts. Page 27 of 32 Enhanced Marke�ng, Business Recruitment, and Promo�ons: Staff has worked to identify partnerships that leverage access and connection to site consultants, businesses/industries, and the brokerage community. These are the audiences that need to know, understand, and believe in what Farmington has to offer – so they can share Farmington opportunities with their clients or leadership when making location and business decisions. SLP: Site Loca�on Partnership SLP is a site consul�ng firm. Their core business is loca�on advisory work for corporate clients, and they leverage those rela�onships and capabili�es as a site selec�on firm to help economic development organiza�ons with targeted industry recruitment and lead genera�on. The Farmington EDA partnership with SLP gains the City of Farmington access to: • Targeted Industry Prospect Development (4 industries) • Site Consultant Appointment Se�ng (6 mee�ngs) • Trade Show Representa�on (6 shows) • Site Selector Networking Forum Access (6 shows in conjunc�on with trade shows) • Web Promo�on MREJ: Minnesota Real Estate Journal MREJ is an industry leader in the commercial real estate market for news, informa�on, and networking. For this sponsorship, the City of Farmington has access to many of the real estate journal events held throughout the year, including a minimum of 4 guaranteed speaking roles. These events are atended by brokers, developers, real estate agents, and more. Serving as experts in the field on the panels giv es posi�ve exposure to the City. Through this partnership, Staff has secured mee�ngs with brokers, developers, business representa�ves, financial ins�tu�ons. From these interac�ons, one developer has executed a purchase agreement on property in Farmington and is preparing to begin the en�tlement process associated with delivering a project. CVN: Community Venture Network CVN is part of The Brookshire Company – and exists “to connect communi�es with businesses searching for opportuni�es to expand and grow their opera�ons.” They have a track record for bringing economic development professionals viable opportuni�es and a reputa�on for helping companies discover communi�es. For many years, staff have worked with CVN and found value in the services it provides. Included in the membership is: • Invita�on to atend CVN sessions hosted three �mes per year • Introduc�on to a minimum of 24 business prospects seeking to grow or expand. This long-standing rela�onship also provided a connec�on and introduc�on to the “My Town” project, that will be hosted and produced by Emmy-award winning journalist, Cory Hepola, who is now an employee of The Brookshire Company. Page 28 of 32 Unexpectedly Bold In addi�on to the partnerships that staff have iden�fied and con�nue to nurture, the marke�ng campaign, “Unexpectedly Bold” has gained quite a bit of aten�on. Staff con�nue to build out the suite of materials that are u�lized at events and personalize the materials to each event we atend. Page 29 of 32 Program Development The EDA has traditionally provided programs (grants) to support small businesses. Ideally these programs should meet businesses where they are at to encourage growth and enhancements to the city’s diverse and valued small business foundation. In addition to providing local programs, it is important to leverage regional, state, and federal programs as well. As Farmington continues to be a desirable location for business growth and attraction, growing its exposure to new business development opportunities – it is also necessary to evaluate how the EDA can use its funding in an effective way. The following activities will be undertaken to ensure that Farmington has an effective and useful tool kit to support and attract businesses: • Review past year(s) grant ac�vity and poten�ally propose program modifica�ons. • Meet with business community to understand their needs in order to develop tools that can support local business community. • Research programs offered by other communi�es to understand applicability in Farmington. Page 30 of 32 WORKING CALENDAR OF EVENTS, ENHANCED MARKETING OPPORTUNITIES, & ECONOMIC DEVELOPMENT ACTIVITIES January July • MREJ Apartment Summit (over 750 par�cipants in 2023) • CVN Networking/Discovery event • EDAM Winter Conference • MN Marke�ng Partnership Mee�ng • My Town Farmington-centric promo�ons begin • Business visits • Lunch and Learn February August • SLP – IME West Trade Show – Anaheim • MREJ Summer Bags Tournament • Chamber – State of the County March September • MREJ – Land Development Summit – speaker • Chamber – Meet the Chamber event • CVN Discovery/Networking Event • SLP – IMTS Trade Show Chicago • MN Marke�ng Partnership – Chicago Market Visit April October • Chamber – Advocacy and Issues Forum - speaker • MREJ – Women in Real Estate Summit - speaker • MREJ – Data Center Real Estate Summit • MREJ – Commercial Real Estate Awards • My Town - Fall release party • SLP – Fabtech Trade Show – Orlando May November • City of Farmington hosted Chamber Coffee Break • MREJ – Retail and Restaurant Summit • CVN Networking/Discovery Event – May 17 • MREJ Southeast Metro Development Summit – May 22 • MREJ – Industrial Real Estate Summit – speaker • Chamber Business Excellence Awards June December • MREJ – Mid Year Apartment Summit • MREJ – Mid Year Commercial Real Estate Forecast • My Town filming • MN Marke�ng Partnership Mee�ng • EDAM Summer Conference • Chamber – Legisla�ve Wrap-up Session • Business Holiday Gathering • Chamber – Elec�ons Wrap and Implica�ons for Business Addi�onally, staff schedule and conduct monthly business (BRE) mee�ngs and par�cipate in Farmington Business monthly morning coffees. Page 31 of 32 ECONOMIC DEVELOPMENT AUTHORITY AGENDA MEMO To: Economic Development Authority From: Deanna Kuennen, Community & Economic Development Director Department: EDA Subject: Closed Session to Consider Whether to Develop or Consider Offers or Counteroffers for the Sale or Purchase of the Real Property in the City of Farmington, Dakota County, Minnesota (PID: 14-03100-22-012), Pursuant to Minnesota Statutes Section 13D.05, Subdivision 3(c)(3) Meeting: Economic Development Authority - Jul 15 2024 INTRODUCTION: During the regular Economic Development Authority meeting on July 15, 2024, the EDA will go into closed session to consider whether to develop or consider offers or counteroffers for the sale or purchase of the real property in the city of Farmington, Dakota County, Minnesota (PID: 14-03100- 22-012) pursuant to Minnesota Statutes section 13D.05, subdivision 3(c)(3). BUDGET IMPACT: Not applicable ACTION REQUESTED: Motion to close the Economic Development Authority meeting pursuant to Minnesota Statutes section offers consider or develop to to consider or 3(c)(3), subdivision 13D.05, whether counteroffers for the sale or purchase of the real property in the city of Farmington, Dakota County, Minnesota (PID: 14-03100-22-012). Page 32 of 32