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4. Hampstead Partners LoanCity of Kalispell Post Office Box 1997 - Kalispell, Montana 59903-1997 - Telephone (406)758-7700 Fax(406)758-7758 January 19, 2001 TO: Mayor, City Council and AnerFROM: Glen Neier, City AttornRE: Hampstead Loan for Purc Montana Motor Sports Hampstead Partners, Inc. as part of the redevelopment effort on the Plaza West Parking Lot, will be purchasing Lots 13, 14 and the South M of Lot 15, Block 47 (Montana Motor Sports). The selling price of that property is $280,000. Hampstead has requested that the City loan through tax revenue generated in the Downtown Urban Renewal Area the sum of $340,000 for purchase and basic renovation of the Montana Motor Sports Building. The note, bearing interest at a rate of 6%, will be payable quarterly for a period of 14 years commencing May 1, 2002. The quarterly payment is $6,571.00 with a balloon payment on February 1, 2016. The note will be secured by a trust indenture on only Lot 13 because of Hampstead's need to have clear title to a designated amount of property in order to qualify for the HOME/CDBG funds and tax credits. Hampstead intends on redeveloping the Montana Motor Sports building for a variety of uses which were discussed in a memo from Susan Moyer, dated January 11, 2001 and by Jay Wentz at the January 11, 2001 Council Workshop. The approval of the loan to Hampstead Partners for the purchase and rehabilitation of the Montana Motor Sports building is an integral part of the redevelopment project on the Plaza West Parking Lot. A motion authorizing the City Manager and Finance Director to make the loan to Hampstead Partners, Inc. in the amount of $340,000 for the purpose of purchasing and rehabilitating Montana Motor Sports is in order. hampsteadloan.wpd 9 City of Kalispell Post Office Box 1997 - Kalispell, Montana 59903-1997 - Telephone (406)758-7700 Fa (406)758-7758 REPORT TO: The Honorable Wm. E. Boharski and City Council FROM: Susan Moyer, Community Development Director Chris A. Kukulski, City Manager SUBJECT: Redevelopment Loan — TIF Funds MEETING DATE: January 11, 2001 BACKGROUND: Hampstead Partners anticipates the completion of a three-phase redevelopment project on Second Avenue West over the next couple of years. Phase I was accomplished with the purchase and renovation in 2000 of Big Sky Manor (a 30 year + old, sixty unit elderly housing complex) on the corner of Second Avenue West and First Street West. Phase II will involve the acquisition and renovation of the North half of Lot 15 and all of Lots 16 & 17 of Block 47 which currently house Montana Motor Sports and an adjacent mixed -use building housing small businesses and very low-income apartment rentals. Additionally, new construction and existing commercial renovation is part of the overall development. Phase III will entail: • Land acquisition and new construction of a "below market" assisted living facility so that the neighboring elderly may age in place. • Relocating Meals on Wheels, Agency on Aging, and Eagle Transit from the Old Courthouse East into the first floor of the new facility. • Construction of a new Kalispell senior center within the same facility. • Establishing the Rimrock Trailways Bus Terminal within the three -block area rather than six miles north of the city limits. The County Commissioners have unofficially agreed to reinvest the proceeds from the sale of the current, non-ADA compliant senior center and adjacent lot to the construction of the proposed new center. Neighboring commercial properties such as Sykes, the Knead Cafe, etc. have expressed a willingness to dress up their commercial properties so that the sites would be compatible with the overall redevelopment of the area. It is further anticipated that developers will target other dilapidated or vacant properties for renovation or new construction as the neighborhood improves. Hampstead Partners is requesting the City make them a $340,000 redevelopment loan to acquire and renovate the Montana Motor Sports Property. The loan is requested at 6% interest, amortized over a twenty-five year period, with a balloon payment in year 15. Interest is to accrue but not compound until May 1, 2002. a RECOMMENDATIONS: Staff recommends the City Council approve the financing of this project through one of two methods: 1. A TIF Loan in the amount of $340,000. Rationale For The Use Of TIF Dollars: The use of TIF dollars is in direct compliance with the statutes establishing a TIF district. The elimination of blight and blighting structures, urban density redevelopment, and the creation or retention of low -to -moderate employment opportunities are the primary thrust of a redevelopment district. a) The principal and interest accrued during the fifteen -year term of the mortgage can then be used to further achieve other redevelopment activities. One such activity could be addressing the space needs of City Hall. b) Council has previously implemented a Downtown TIF Loan Program for redevelopment activities. To date, three major redevelopment loans have been made through this program. 2. A UDAG Loan in the amount of $340,000. Rational Why UDAG Dollars Would Be A Second Option. UDAG funds can be utilized on eligible activities throughout the city limits as long as the use of these funds meet the requirements of the original funding. To encumber UDAG dollars in a TIF district might preclude the city from assisting other redevelopment projects that may develop in other parts of the city. FISCAL EFFECTS: Interest earned by the city during the fifteen -year term of the loan will amount to $252,616 and the entire $340,000 principal will be recaptured. The tax base for this project, when renovated, is anticipated to be $40,000 per year. Future redevelopment benefits cannot be estimated at this time. ALTERNATIVES: As suggested by council. Respectfully submitted, Susan Moyer Community Development Director Report compiled December 29, 2000 CAA, 94 Chris A. Kukulski City Manager