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HomeMy WebLinkAboutCOUNCIL - COMPLETE AGENDA - 06/18/2013 - COMPLETE AGENDAKaren Weitkunat, Mayor Gerry Horak, District 6, Mayor Pro Tem Council Chambers Bob Overbeck, District 1 City Hall West Lisa Poppaw, District 2 300 LaPorte Avenue Gino Campana, District 3 Wade Troxell, District 4 Ross Cunniff, District 5 Cablecast on City Cable Channel 14 on the Comcast cable system Darin Atteberry, City Manager Steve Roy, City Attorney Wanda Nelson, City Clerk The City of Fort Collins will make reasonable accommodations for access to City services, programs, and activities and will make special communication arrangements for persons with disabilities. Assisted hearing devices are available to the public for Council meetings. Please call 221-6515 (TDD 224-6001) for assistance. REGULAR MEETING June 18, 2013 Proclamations and Presentations 5:30 p.m. No Proclamations are scheduled. Regular Meeting 6:00 p.m. PLEDGE OF ALLEGIANCE 1. CALL MEETING TO ORDER. 2. ROLL CALL. 1 Page 2 3. AGENDA REVIEW: • City Manager Review of Agenda. • Consent Calendar Review. This Review provides an opportunity for Council and citizens to pull items from the Consent Calendar. Anyone may request an item on this Calendar be “pulled” off the Consent Calendar and considered separately. N Council opportunity to pull Consent Calendar items. (will be considered under Item No. 20) N Citizen opportunity to pull Consent Calendar items. (will be considered under Item. No. 22) 4. CITIZEN PARTICIPATION 5. CITIZEN PARTICIPATION FOLLOW-UP This is an opportunity for the Mayor or Councilmembers to follow-up on issues raised during Citizen Participation. CONSENT CALENDAR The Consent Calendar consists of Items 6 through 16. This Calendar is intended to allow the City Council to spend its time and energy on the important items on a lengthy agenda. Staff recommends approval of the Consent Calendar. The Consent Calendar consists of: ! Ordinances on First Reading that are routine ! Ordinances on Second Reading that are routine ! Those of no perceived controversy ! Routine administrative actions. Individuals who wish to make comments regarding items remaining on the Consent Calendar or wish to address the Council on items not specifically scheduled on the agenda must first be recognized by the Mayor or Mayor Pro Tem. Before speaking, please sign in at the table in the back of the room. The timer will buzz once when there are 30 seconds left and the light will turn yellow. The timer will buzz again at the end of the speaker’s time. Each speaker is allowed 5 minutes. If there are more than 6 individuals who wish to speak, the Mayor may reduce the time allowed for each individual. Speakers are asked to: ! State your name and address for the record. ! Keep comments brief; if available, provide a written copy of statement to City Clerk. ! Address your comments to Council, not the audience. ! Promptly cease your comments when the allotted time expires. ! You may not yield part or all of your time to another and another speaker will not be credited with time requested but not used by you. ! Applause, outbursts or other demonstrations by the audience are not allowed. 2 Page 3 6. Consideration and Approval of the Minutes of the May 21, 2013 Regular Meeting. 7. Second Reading of Ordinance No. 077, 2013 Appropriating Prior Year Reserves in the General Fund for Waste Reduction and Diversion Projects Approved by the Waste Innovation Program. This Ordinance, unanimously adopted on First Reading on June 4, 2013, shifts $135,560 that has accumulated in the Waste Innovation Program’s reserve account into the City’s General Fund account so that the money can be used for the purposes intended. Revenues are paid into the Waste Innovation Program by City departments that “self haul” trash from municipal operations for disposal in the Larimer County Landfill. The fund is designated to pay for projects that enhance these same departments’ ability to divert more waste away from the landfill. Unspent funds from several previous years had been moved into a “reserve” account; this action moves the funds back into the General Fund. 8. Second Reading of Ordinance No. 078, 2013 Appropriating Unanticipated Grant Revenue into the Stormwater Fund, and Authorizing the Transfer of Existing Appropriations from the Flood Mapping/Stream Gaging Capital Project to the Post Fire Flood Warning Grant Project for Early Flood Warning Capabilities. This Ordinance, unanimously adopted on First Reading on June 4, 2013, appropriates funds received from a State of Colorado grant totaling $17,881. The grant funds will be used to enhance early flash flood warning capabilities due to the increased risk of flooding caused by the High Park Fire. Existing appropriations will be used for the match of $5,960. 9. Second Reading of Ordinance No. 079, 2013, Authorizing the Use of the Noonan Tract and the Bowes Homestead Tract as Match for a Neotropical Migratory Bird Conservation Act Grant Administered by the U.S. Fish and Wildlife Service. This Ordinance, unanimously adopted on First Reading on June 4, 2013, authorizes the use of a recent acquisition of 280 acres at Soapstone Prairie Natural Area as match towards a Neotropical Migratory Bird Conservation Act grant, as well as management funds currently obligated in the Natural Areas Department (NAD) budget. Using the funds already spent as match towards this grant is a great secondary benefit for the City. The $200,000 grant will expand upon Rocky Mountain Bird Observatory’s (RMBO) research and monitoring work to implement conservation strategies and management for 19 high priority grassland birds that breed within the Laramie Foothills Mountains to Plains Project and 27 high priority species at wintering sites in the Chihuahua Desert of Mexico. 10. Second Reading of Ordinance No. 080, 2013, Authorizing Amendments to the Intergovernmental Agreement Between the City and Poudre School District Pertaining to the Land Dedication and In-Lieu Fee Requirements Contained in Such Agreement. Since 1998, the City of Fort Collins has collected a fee-in-lieu of land dedication for both Poudre School District and Thompson School District. These fees allow a residential developer to pay a school site fee to the School Districts rather than dedicate a parcel of land to the District for development of future schools. The ability of the school districts to require land dedication is authorized under Colorado Law. Fees are reviewed every two years and, in 2011, the Poudre School District reduced fee amounts by 11 percent. This Ordinance, unanimously adopted on First Reading on June 4, 2013, will increase the amount of the fees the District receives by 6.9 percent. The School District is requesting an increase in the fees collected because of an increase in land values and cost per acreage. This fee amount was reviewed and approved by the Poudre School Board in February 2013. Thompson School District will not be adjusting fees in 2013. 11. Second Reading of Ordinance No. 081, 2013 Authorizing Dryland Farm Leases to Harry Sauer on Long View Farm Open Space, Prairie Ridge Natural Area, and Coyote Ridge Natural Area. The City of Fort Collins Natural Areas Department is a minority owner in Long View Farm Open Space and Prairie Ridge Natural Area, and is the sole owner of the McKee parcel within Coyote Ridge Natural Area. The majority owners of Long View and Prairie Ridge are Larimer County and the City 3 Page 4 of Loveland respectively. All three properties are leased by Harry Sauer for dryland wheat production and have been since the time of purchase of the properties by the Cities and County. Intergovernmental Agreements state which agency has management authority and receives the lease revenues for each property. As current leases expire on the properties, all three entities have worked collaboratively to create leases with similar terms and have advertised the properties for lease via one Request for Proposals process. This Ordinance, unanimously adopted on First Reading on June 4, 2013, authorizes dryland farm leases to Harry Sauer on these areas. The new leases have a higher lease rate and more contemporary language. Restoration of the dryland wheat to native grasses on the McKee parcel will continue at the same pace as in the past and it will nearly be completely restored to native grasslands by the end of the lease term of five years. 12. Second Reading of Ordinance No. 083, 2013, Designating the Johnson Farm Property, 2608 East Drake Road as a Fort Collins Landmark Pursuant to Chapter 14 of the City Code. This Ordinance, adopted by a vote of 6-0 (Campana recused) on First Reading on June 4, 2013, designates the Johnson Farm Property at 2608 East Drake Road as a Fort Collins Landmark. The owner of the property, Gino Campana of Johnson Farm LLC, is initiating this request. 13. Postponement of Second Reading of Ordinance No. 084, 2013 Authorizing the Conveyance of Four Easements, a Temporary Construction Easement and a Revocable Permit on City Right-of-Way and City-Owned Property to Linden Bridges LLC for the Encompass-River District Block One Mixed Use Development to July 2, 2013. Encompass – River District Block One Mixed Use Development is a mixed use development at 418 Linden Street consisting of office space, residential space and a restaurant. The property is owned by Linden Bridges LLC. Several easements are required for this project for improvements in the right- of-way, bank stabilization and river enhancement, drainage and landscape areas. The Developer has requested that Second Reading of this Ordinance authorizing the conveyance of easements, be postponed until July 2, 2013, due to scheduling conflicts with the developer and the consultant. 14. First Reading of Ordinance No. 085, 2013, Appropriating Unanticipated Revenue in the General Fund to be Remitted to the Fort Collins Housing Authority to Fund Affordable Housing and Related Activities. The Fort Collins Housing Authority paid the City of Fort Collins $3,169 as the 2012 payments for public services and facilities. The Authority requests that the City refund those payments, also known as Payment in Lieu of Taxes (PILOT), to fund sorely needed affordable housing related activities and to attend to the low-income housing needs of Fort Collins residents. Resolution 1992-093 reinstated the requirement that the Authority make annual PILOT payments to the City. The City may spend the PILOT revenues as it deems appropriate in accordance with law, including remitting the funds to the Authority if the Council determines that such remittal serves a valid public purpose. The Council has annually remitted the PILOT payment to the Authority since 1992. 15. First Reading of Ordinance No. 086, 2013, Authorizing the Conveyance of a Non-Exclusive Access Easement on Fossil Creek Wetlands Natural Area to Paragon Estates Homeowners Association. The Natural Areas Department intends to formalize its verbal agreement with Paragon Estates Homeowners Association (HOA) for access across an existing two-track road off Trilby Road to the HOA’s pumphouse. The pumphouse is located within an existing irrigation easement on Fossil Creek Wetlands Natural Area. The HOA’s current access has minimal impact to the Natural Area and no additional impacts are anticipated. Access would be solely for maintenance and operation of the facilities associated with the existing irrigation easement. No other access rights are to be conveyed. 16. Resolution 2013-054 Making Findings of Fact and Conclusions Regarding the Appeal of the April 18, 2013 Planning and Zoning Board Approval of the Max Flats Project Development Plan. On April 18, 2013, the Planning and Zoning Board considered and approved the application for the Max Flats, Project Development Plan. On May 2, 2013, a Notice of Appeal was filed seeking to modify the approval. 4 Page 5 On June 4, 2013, City Council voted 5-2 (Nays: Cunniff, Overbeck)concluding that the evidence presented did not indicate the Board failed to conduct a fair hearing by considering evidence relevant to its findings which was substantially false or grossly misleading, nor did it substantially ignore its previously established rules of procedure. City Council voted 7–0 that the Planning and Zoning Board properly interpreted and applied the Land Use Code in approving the Plan, but that, based upon information presented to the City Council on appeal, the City Council determined that the decision of the Board should be modified by the addition of the following conditions of approval: a. Five trees must be planted along the west side boundary of the property. b. Juliet balconies must be installed along the west side of the building as shown on the elevation presented to the City Council on appeal. c. The tower elements must be added to the building as shown on the elevation presented to the City Council on appeal. d. All materials cladding the building must be consistent on all elevations around the building. In order to complete the record regarding this appeal, Council should adopt a Resolution making findings of fact and finalizing its decision on the appeal. END CONSENT 17. Consent Calendar Follow-up. This is an opportunity for Councilmembers to comment on items adopted or approved on the Consent Calendar. 18. Staff Reports. 19. Councilmember Reports. 20. Consideration of Council-Pulled Consent Items. DISCUSSION ITEMS The method of debate for discussion items is as follows: ! Mayor introduces the item number and subject; asks if formal presentation will be made by staff ! Staff presentation (optional) ! Mayor requests citizen comment on the item (five-minute limit for each citizen) ! Council questions of staff on the item ! Council motion on the item ! Council discussion ! Final Council comments ! Council vote on the item Note: Time limits for individual agenda items may be revised, at the discretion of the Mayor, to ensure all citizens have an opportunity to speak. Please sign in at the table in the back of the room. The timer will buzz when there are 30 seconds left and the light will turn yellow. It will buzz again at the end of the speaker’s time. 5 Page 6 21. Resolution 2013-055 Concerning the Fort Collins Urban Renewal Authority and its Tax Increment Revenue Refunding Bonds (North College Avenue Project), Series 2013, Declaring the City Council’s Present Intent to Appropriate Funds to Replenish the Reserve Fund Securing Such Bonds, If Necessary; and Authorizing a Cooperation Agreement and Other Actions Taken in Connection Therewith. (staff: John Voss; 10 minute staff presentation; 20 minute discussion) The URA intends to refinance a portion of the debt it originally borrowed from the City in relation to the North College area. Now that an established revenue stream can be shown to investors, private money can be used to replace City money. The 2013 bonds require the URA to establish a debt reserve fund. To further facilitate the credit rating on the replacement debt, the City Council is asked to adopt the Resolution expressing the Council’s intent to replenish the debt reserve fund if such funds are ever used to make debt payments. With this Resolution, the new URA debt is expected to have an effective interest rate of 3.3%. 22. Consideration of Citizen-Pulled Consent Items. 23. Other Business. 24. Adjournment. Every Council meeting will end no later than 10:30 p.m., except that: (1) any item of business commenced before 10:30 p.m. may be concluded before the meeting is adjourned and (2) the City Council may, by majority vote, extend a meeting until no later than 12:00 a.m. for the purpose of considering additional items of business. Any matter which has been commenced and is still pending at the conclusion of the Council meeting, and all matters scheduled for consideration at the meeting which have not yet been considered by Council, will be continued to the next regular Council meeting and will be placed first on the discussion agenda for such meeting. 6 u r b a n r e n e w a l a u t h o r i t y Karen Weitkunat, Chairperson City Council Chambers Gerry Horak, Vice-Chairperson City Hall West Bob Overbeck 300 LaPorte Avenue Lisa Poppaw Fort Collins, Colorado Gino Campana Wade Troxell Ross Cunniff Cablecast on City Cable Channel 14 on the Comcast cable system Darin Atteberry, Executive Director Steve Roy, City Attorney Wanda Nelson, Secretary The City of Fort Collins will make reasonable accommodations for access to City services, programs, and activities and will make special communication arrangements for persons with disabilities. Please call 221-6515 (TDD 224-6001) for assistance. URBAN RENEWAL AUTHORITY BOARD OF COMMISSIONERS MEETING June 18, 2013 (after the Regular Council Meeting) 1. Call Meeting to Order. 2. Roll Call. 3. Agenda Review: • Executive Director’s Review of Agenda. 4. CITIZEN PARTICIPATION Individuals who wish to address the Board on items not specifically scheduled on the agenda must first be recognized by the Chairperson or Vice Chair. Before speaking, please sign in at the table in the back of the room. The timer will buzz once when there are 30 seconds left and the light will turn yellow. The timer will buzz again at the end of the speaker’s time. Each speaker is allowed 5 minutes. If there are more than 6 individuals who wish to speak, the Chairperson may reduce the time allowed for each individual. ! State your name and address for the record. ! Applause, outbursts or other demonstrations by the audience are not allowed ! Keep comments brief; if available, provide a written copy of statement to Secretary 7 5. CITIZEN PARTICIPATION FOLLOW-UP This is an opportunity for the Chairperson and Commissioners to follow-up on issues raised during Citizen Participation. 6. Staff Reports. 7. Commissioner Reports. DISCUSSION ITEMS The method of debate for discussion items is as follows: ! Chairperson introduces the item number and subject; asks if formal presentation will be made by staff ! Staff presentation (optional) ! Chairperson requests citizen comment on the item (five-minute limit for each citizen) ! Board questions of staff on the item ! Board motion on the item ! Board discussion ! Final Board comments ! Board vote on the item Note: Time limits for individual agenda items may be revised, at the discretion of the Chairperson, to ensure all citizens have an opportunity to speak. Please sign in at the table in the back of the room. The timer will buzz when there are 30 seconds left and the light will turn yellow. It will buzz again at the end of the speaker’s time. 8. Consideration and Approval of the Minutes of the May 8 and May 14, 2013 Urban Renewal Authority Meetings. 9. Resolution No. 058 of the Fort Collins Urban Renewal Authority Authorizing, Approving and Directing the Issuance, Sale and Delivery by the Authority of Tax Increment Revenue Refunding Bonds (North College Avenue Project) Series 2013, in the Maximum Aggregate Principal Amount of $11,800,000; Approving Documents in Connection Therewith; and Ratifying Prior Actions. (staff: John Voss; 5 minute staff presentation; 10 minute discussion) Property tax revenue in the North College Plan Area has matured and is therefore attractive to outside investors. The Resolution adopted by the City Council expresses the Council’s intent to replenish the URA’s debt service reserve fund if such funds are ever used to make debt service payments. Replenishment of the reserve fund is contingent upon annual appropriation of funds by the City Council in its sole discretion. The City Council's expression of intent improves the credit rating on the 2013 Bonds. With the City Council Resolution, the 2013 Bonds are expected to have an effective interest rate of 3.3%, which is slightly less than the weight average of the current loans, 3.44%. 10. Resolution No. 059 of the Fort Collins Urban Renewal Authority Adopting the Storefront Improvement Program for the North College Urban Renewal Area and Authorizing the Executive Director to Enter Into Project Reimbursement Agreements. (staff: Tom Leeson, Megan Bolin, Josh Birks; 5 minute staff presentation; 20 minute discussion) This Resolution is a formal approval of the Storefront Improvement Program for the North College Urban Renewal Area. The purpose of the Program is to encourage the voluntary rehabilitation of commercial buildings, improvements and conditions within the North College Urban Renewal Area by offering financial assistance (50% of the total project cost, up to a maximum URA contribution of 8 $5,000 per storefront) to property owners and/or business tenants seeking to renovate or restore their commercial storefronts and/or building facades. 11 Other Business. 12. Adjournment. 9 DATE: June 18, 2013 STAFF: Wanda Nelson AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 6 SUBJECT Consideration and Approval of the Minutes of the May 21, 2013 Regular Meeting. 10 May 21, 2013 COUNCIL OF THE CITY OF FORT COLLINS, COLORADO Council-Manager Form of Government Regular Meeting - 6:00 p.m. A regular meeting of the Council of the City of Fort Collins was held on Tuesday, May 21, 2013, at 6:00 p.m. in the Council Chambers of the City of Fort Collins City Hall. Roll call was answered by the following Councilmembers: Horak, Cunniff, Overbeck, Campana, Troxell and Weitkunat. (Councilmember Poppaw arrived at 9:26 p.m.) Staff Members Present: Atteberry, Nelson, Roy. Mayor Weitkunat recognized the participants in the Cityworks 101 class. Agenda Review City Manager Atteberry stated Item No. 10, First Reading of Ordinance No. 076, 2013, Appropriating General Fund Reserves for the Platte River Power Authority Transmission Line Relocation Project Located on the Woodward Property, needs to be removed from the Consent Calendar for separate consideration as the Ordinance has been revised to adjust the source for the appropriated funds. City Manager Atteberry stated Council will consider different options relating to Item No. 27, Second Reading of Ordinance No. 057, 2013 Terminating the Moratorium Imposed by Ordinance No. 145, 2012 with Respect to Oil and Gas Operations Conducted Under an Oil and Gas Operator Agreement Between the City and Prospect Energy, LLC and Exempting Such Operations from the Prohibitions Contained in Section 12-135 of the City Code, and will need to consider the Resolution relating to this item prior to the Ordinance. Citizen Participation Eric Sutherland, 3520 Golden Currant, discussed tax increment financing and stated the methodology used by the County Assessor does not provide accurate assessments of increment versus base. Stacy Lynne, 305 West Magnolia, asked that Council read an update on her son’s custody case. She opposed new fees at Northside Atzlan Center. Diane Smith, Senior Advisory Boardmember, supported the North Front Range Transit Vision Feasibility Study. 92 11 May 21, 2013 John Anderson, Larimer County resident, opposed money spent toward consumerism and opposed the definition of the triple bottom line in Fort Collins. Per Hogestad, 1601 Sheeley Drive, expressed concern regarding the City’s planning process and requested that a new planner be assigned to the project in his neighborhood. Jack Applin, 1608 Sheeley Drive, expressed concern regarding consistency in the Land Use Code. Rick Hoffman, 1804 Wallenberg Drive, stated he had hoped the West Central Neighborhood Plan would offer more protection to existing neighborhoods. He requested additional examination of the Plan in the development review process. Vida Hogestad, 1601 Sheeley Drive, asked why the newly-hired Neighborhood Development Review Liaison has not been a resource for her neighborhood. TJ McManus, 1605 Sheeley Drive, stated the City planner for the development proposal in this neighborhood has considered his home and the surrounding homes to be 2-story homes in order to be more compatible with the proposed development. He argued the homes are single-story ranch homes and are considered so by several entities. Reuel Rolston, 1612 Sheeley Drive, stated the development team has not solicited input from the neighborhood or allowed a neighborhood meeting process for the proposed development in his neighborhood. Ruth Hufbauer, 1609 Sheely Drive, expressed concern regarding the planning process. Jana Brandes, 1600 Sheeley Drive, requested development be done in an intelligent, compatible way. Deb Applin, 1608 Sheeley Drive, expressed concern that historic designation does not apply to the rear of the house with regard to future development. She suggested the development go before the Landmark Preservation Commission for suggestions. Mike Pruznick, 636 Castle Ridge Court, expressed concern regarding the processes relating to boards and commissions and Council. Ray Martinez, 4121 Stoneridge Court, expressed concern regarding the amount of liquor licenses in North Fort Collins. Sandy Lemburg, 300 Remington, announced a March Against Monsanto on Saturday at Library Park. Matthew Martinez, Fort Collins resident, thanked Council and staff for hard work regarding Frack Free Fort Collins. 93 12 May 21, 2013 Citizen Participation Follow-up Mayor Weitkunat stated an application has been filed for development review regarding the development in the Sheeley neighborhood; therefore, Council cannot participate in the discussion. She stated planning staff will take into consideration the issues and respond appropriately. Councilmember Cunniff stated he has expressed concern regarding the planning process and encouraged additional work on ease of citizen input. Councilmember Overbeck requested follow-up regarding a petition mentioned by one of the citizens. City Manager Atteberry stated the issue of potentially fraudulent acquisition of petition signatures was presented to Police Chief Hutto and Council will receive follow-up information. Councilmember Campana stated staff has made considerable improvements on the planning process, including the development of the Neighborhood Development Review Liaison position, and noted more of this type of dialogue will occur as more infill and redevelopment projects occur. Councilmember Cunniff requested a report on the fee structure for the Northside Atzlan Center. Councilmember Campana noted some background research may already exist regarding the saturation of liquor licenses. Councilmember Troxell requested additional information related to the Northside Atzlan Center fees. CONSENT CALENDAR 6. Consideration and Approval of the Minutes of the April 29 Adjourned Meeting. 7. Second Reading of Ordinance No. 066, 2013, Appropriating Prior Year Reserves and Unanticipated Revenue in the General Fund for Cultural Development and Programming Activities, Tourism Programming, and the Fort Collins Convention and Visitors Bureau. This Ordinance, unanimously adopted on First Reading on May 7, 2013, appropriates $139,465, of which $57,571 is for 2013 Cultural Development and Programming Activities (Fort Fund), $9,842 for 2013 Tourism Programming (Fort Fund), and $72,052 for 2013 Fort Collins Convention and Visitors Bureau (CVB) from Unanticipated Revenue (Lodging Tax) and Prior Year Reserves (unspent appropriations) in the General Fund Lodging Tax Reserves. Lodging Taxes for 2012 were estimated at $815,000; actual Lodging Tax revenues collected equaled $1,011,840 ($196,840 over estimate). In 2013, the Fort Collins CVB is due to receive $740,552 based on 2012 Lodging tax collections and prior year reserves. However, the CVB has already received $65,736 of the unanticipated $137,788 Lodging tax revenue in 2012 so only $72,052 is needed to be appropriated to the Fort Collins CVB. 8. Second Reading of Ordinance No. 067, 2013 Amending Resolution 2013-001, Ordinance No. 006, 2013, and Ordinance No. 007, 2013, to Correct an Error in the Naming of the 94 13 May 21, 2013 Annexation as “Hansen Annexation” by Renaming the Annexation “Hansen Farm Annexation.” In January and February of this year, the City Council adopted Resolution 2013-001, Ordinance No. 006, 2013 and Ordinance No. 007, 2013, all pertaining to the what was called the “Hansen Annexation.” This reference to the “Hansen Annexation” was in error because the reference should have been to “Hansen Farm” Annexation. The purpose of this Ordinance, unanimously adopted on First Reading on May 7, 2013, is to correct that error. 9. First Reading of Ordinance No. 069, 2013, Appropriating Prior Year Reserves in the Keep Fort Collins Great Fund to Support the Landmark Rehabilitation Loan Program for 2013. This is a request for an appropriation of $33,000 to support the City’s Landmark Rehabilitation Loan Program from prior years in the Keep Fort Collins Great Fund (KFCG). The Landmark Rehabilitation Loan Program is a highly successful financial incentive program for encouraging the sustainable revitalization of historic residential and commercial structures. The Program was funded with Keep Fort Collins Great funds in the amount of $25,000 each year for 2013-2014. However, this year alone, the popular program received over $65,000 in loan funding requests from 12 applicants for 24 projects costing over $206,200 in materials and services. Without Rehabilitation Loan Program funding, many of these projects could not proceed. The request is for the use of KFCG Other Community Priority prior year reserves created by the 2012 unspent Design Assistance Program (DAP) budget. Both the Loan Program and the DAP were funded in 2012 from KFCG - Other Community Priorities. These two incentive programs are closely linked sub-programs of the Historic Preservation Program, and provide a continuum of financial support for qualified historic preservation projects. 10. First Reading of Ordinance No. 076, 2013, Appropriating General Fund Reserves for the Platte River Power Authority Transmission Line Relocation Project Located on the Woodward Property. Council approved the Woodward incentive package in April 2013. As a part of that agreement, Woodward agreed to advance funds to support the relocation of the Platte River Power Authority (PRPA) Transmission Line. This Ordinance appropriates $1,297,080 from the General Fund Reserves for the relocation of the PRPA transmission line. Immediate appropriation is needed to allow the transmission line relocation to move forward so that Woodward's building site plans may remain on schedule. Delay in authorizing the appropriation may necessitate the need for PRPA to construct and remove a temporary transmission line as well as design and construct the relocated permanent transmission line. This effort would require that PRPA incur additional costs. 11. First Reading of Ordinance No. 070, 2013, Amending Section 4-196 of the City Code so as to Change the Violation of Interference with Animal Control Officers from a Civil Infraction to a Criminal Misdemeanor Offense. On February 19, 2013, City Council adopted Ordinance No. 021, 2013, amending Chapter 4 of the City Code decriminalizing certain offenses related to the care and keeping of 95 14 May 21, 2013 animals. This change was intended to include all animal offenses that constitute neighborhood nuisances. After further deliberation, Animal Control recommends keeping the section pertaining to interference with an animal control officer as a criminal misdemeanor. Staff recommends changing this Code section from a civil infraction to a criminal misdemeanor. 12. First Reading of Ordinance No. 071, 2013, Amending Section 19-65 of the City Code Related to the Service of a Civil Citation. In an effort to correct an inadvertent change that occurred with a previous Code change, this amendment will provide the ability for a civil citation to be issued immediately for repeated civil infractions. This will apply to a second or subsequent violation within a twelve (12) month period for the same violation. This process already applies for Land Use Code Section 3.8.16 pertaining to occupancy limits, so this change would make the process consistent for civil infractions. Additionally, this Code change specifies that a civil citation may be issued immediately for animal code violations. 13. First Reading of Ordinance No. 072, 2013, Amending Sections 19-36 and 19-41 of the City Code Pertaining to Municipal Court Referees. This Ordinance makes two minor changes to the Code provisions relating to Municipal Court Referees. First, it removes the residency requirement for such Referees from Section 19-36 so that the Assistant Municipal Judges, who lives outside the City limits, can serve as a back-up Referee, especially on animal infraction cases. Second, it revises Section 19-41 so that all Referees have the same authority to reduce or waive penalties and assessments when appropriate. It removes the previous distinction between the authority of the Parking Referee and the Civil Infraction Referee, which was creating some confusion. 14. First Reading of Ordinance No. 073, 2013, Amending the City Code to Grant Revocable Permits to Non-City Utilities in Annexed Areas and Correct Internal References. This Ordinance eliminates the requirement that a non-City utility provider apply for a permit to continue providing electric service to properties annexed into the city. A revocable permit would automatically be granted at annexation and revoked upon transfer of service. The second proposed Code change would allow the Utilities Executive Director to adopt minor technical revisions that clarify an existing standard or improve conformity toward best engineering practices. 15. First Reading of Ordinance No. 074, 2013, Amending the City Code to Authorize Administrative Adoption of Minor Rule Revisions, Clarifications, and Interconnection Project Standards. This item grants the Utilities Executive Director authority to approve temporary exemptions or technical modifications to the City’s various electric utility regulations for the purpose of supporting City-managed special pilot projects, equipment testing or research partnerships. 96 15 May 21, 2013 This authority will not be extended to allow exemptions of such regulations and standards to on going operations or services provided to Utility customers not participating in testing or research projects. 16. First Reading of Ordinance No. 075, 2013, Authorizing the Purchasing Agent to Enter into Standard Power Purchase Program Agreements with Solar Photovoltaic System Owners for up to 20 Years. Fort Collins Utilities’ Solar Power Purchase Program (FCSP3) encourages the installation of new local solar systems on behalf of all Utilities customers in support of Fort Collins renewable energy commitments under the Colorado Renewable Energy Standard (RES). The basis of the FCSP3 is a fixed-price, 20-year Power Purchase Agreement (PPA) between Fort Collins Utilities and photovoltaic system owners for solar energy generation. Program funding was approved through the budget process. This action is necessary to authorize the required long-term (20 year) purchase power agreements. 17. Resolution 2013-046 Making Findings of Fact and Conclusions Regarding the Appeal of the February 25, 2013 Administrative Hearing Officer Approval of the 621 South Meldrum Street Project Development Plan. On February 13, 2013, an Administrative Hearing was held to consider approval of the 621 South Meldrum Street Project Development Plan and Modification of Standard to Section 3.2.2(J). The Hearing Officer issued a written decision on February 25, 2013 to approve the proposed Project Development Plan and Modification of Standard, with two conditions. On March 19, 2013, an Amended Notice of Appeal was filed by Alan, Eric and Walter Skowron. On May 7, 2013, City Council voted 7 - 0 to uphold the decision of the Hearing Officer, concluding that the evidence presented did not indicate the Hearing Officer failed to conduct a fair hearing either by considering evidence relevant to the Hearing Officer’s findings which was substantially false or grossly misleading or by failing to receive all relevant evidence offered by the Appellants. In order to complete the record regarding this appeal, Council should adopt a Resolution making findings of fact and finalizing its decision on the Appeal. 18. Resolution 2013-047 Adopting the Recommendations of the Cultural Resources Board Regarding Fort Fund Disbursements. The Cultural Development and Programming and Tourism Programming accounts (Fort Fund) provide grants to fund community events. This Resolution will adopt the recommendations from the Cultural Resources Board to disburse these funds. 19. Resolution 2013-048 Authorizing the Lease of City-owned Property at 906 East Stuart Street to Fort Collins Waldorf Education Association, Inc. for up to Two Years. Since August 2006, the City has leased 906 East Stuart to Fort Collins Waldorf Education Association, Inc., known as River Song Waldorf School. River Song Waldorf School continues to meet the national Community Development Block Grant Funding (“CDBG”) 97 16 May 21, 2013 criteria by serving a majority (51% or more) of low-moderate income clients below 80% of the Area Median Income. This Resolution authorizes the lease of the property to River Song Waldorf School for an additional two years. 20. Resolution 2013-049 Authorizing the Execution of the First Amendment to the Intergovernmental Agreement Establishing the Boxelder Basin Regional Stormwater Authority. The Boxelder Basin Regional Stormwater Authority (BBRSA) was established by an intergovernmental agreement (IGA) between the City of Fort Collins, Larimer County and the Town of Timnath to fund and implement regional stormwater improvements. Staff recommends approval of the first amendment to the IGA in order to: • Obtain approval of the member governments for the BBRSA to accept a loan from the Colorado Water Conservation Board (CWCB) to fund the design and construction of the remaining projects; • Authorize the BBRSA to determine and make minor revisions to properties within the Service Area of the BBRSA by designating areas as “non-tributary areas”, and to grant fee credits to other areas within the Service Area; and • Establish a sunset provision such that upon completion of the Projects, payment of all debt incurred by the Authority for the construction of the Projects, and agreement among the Members as to any continuing obligation for operation and maintenance of any Authority projects, the BBRSA can be terminated. 21. Resolution 2013-050 Nominating Mayor Karen Weitkunat as a Candidate for Re-election to the Executive Board of the Colorado Municipal League. This Resolution formally endorses the nomination of Mayor Karen Weitkunat as a candidate to the Executive Board of the Colorado Municipal League. Mayor Weitkunat is an active participant and continues to represent the City well as a member of the Colorado Municipal League Executive Board. ***END CONSENT*** Ordinances on Second Reading were read by title by City Clerk Nelson. 7. Second Reading of Ordinance No. 066, 2013, Appropriating Prior Year Reserves and Unanticipated Revenue in the General Fund for Cultural Development and Programming Activities, Tourism Programming, and the Fort Collins Convention and Visitors Bureau. 8. Second Reading of Ordinance No. 067, 2013 Amending Resolution 2013-001, Ordinance No. 006, 2013, and Ordinance No. 007, 2013, to Correct an Error in the Naming of the Annexation as “Hansen Annexation” by Renaming the Annexation “Hansen Farm Annexation.” 98 17 May 21, 2013 27. Second Reading of Ordinance No. 057, 2013 Terminating the Moratorium Imposed by Ordinance No. 145, 2012 with Respect to Oil and Gas Operations Conducted under an Oil and Gas Operator Agreement Between the City and Prospect Energy, LLC and Exempting Such Operations from the Prohibitions Contained in Section 12-135 of the City Code. Ordinances on First Reading were read by title by City Clerk Nelson. 9. First Reading of Ordinance No. 069, 2013, Appropriating Prior Year Reserves in the Keep Fort Collins Great Fund to Support the Landmark Rehabilitation Loan Program for 2013. 10. First Reading of Ordinance No. 076, 2013, Appropriating General Fund Reserves for the Platte River Power Authority Transmission Line Relocation Project Located on the Woodward Property. 11. First Reading of Ordinance No. 070, 2013, Amending Section 4-196 of the City Code so as to Change the Violation of Interference with Animal Control Officers from a Civil Infraction to a Criminal Misdemeanor Offense. 12. First Reading of Ordinance No. 071, 2013, Amending Section 19-65 of the City Code Related to the Service of a Civil Citation. 13. First Reading of Ordinance No. 072, 2013, Amending Sections 19-36 and 19-41 of the City Code Pertaining to Municipal Court Referees. 14. First Reading of Ordinance No. 073, 2013, Amending the City Code to Grant Revocable Permits to Non-City Utilities in Annexed Areas and Correct Internal References. 15. First Reading of Ordinance No. 074, 2013, Amending the City Code to Authorize Administrative Adoption of Minor Rule Revisions, Clarifications, and Interconnection Project Standards. 16. First Reading of Ordinance No. 075, 2013, Authorizing the Purchasing Agent to Enter into Standard Power Purchase Program Agreements with Solar Photovoltaic System Owners for up to 20 Years. Councilmember Overbeck withdrew Item No. 20, Resolution 2013-049 Authorizing the Execution of the First Amendment to the Intergovernmental Agreement Establishing the Boxelder Basin Regional Stormwater Authority, from the Consent Calendar. Councilmember Cunniff withdrew Item No. 16, First Reading of Ordinance No. 075, 2013, Authorizing the Purchasing Agent to Enter into Standard Power Purchase Program Agreements with Solar Photovoltaic System Owners for up to 20 Years, from the Consent Calendar. Councilmember Campana withdrew Item No. 19, Resolution 2013-048 Authorizing the Lease of City-owned Property at 906 East Stuart Street to Fort Collins Waldorf Education Association, Inc. for up to Two Years, from the Consent Calendar. 99 18 May 21, 2013 Gary Wockner, 516 North Grant, withdrew Item No. 20, Resolution 2013-049 Authorizing the Execution of the First Amendment to the Intergovernmental Agreement Establishing the Boxelder Basin Regional Stormwater Authority, from the Consent Calendar. Mayor Pro Tem Horak made a motion, seconded by Councilmember Overbeck, to adopt all items not withdrawn from the Consent Calendar. Yeas: Campana, Horak, Weitkunat, Cunniff, Troxell and Overbeck. Nays: none. THE MOTION CARRIED. Staff Reports Poudre Fire Authority Chief Tom DeMint stated the wildland fire situation has improved dramatically over the last couple months. Captain Kelly Close provided additional details regarding the wildland fire forcast. Councilmember Reports Mayor Weitkunat reported on a Colorado Municipal League luncheon hosted by Fort Collins and other Northern Colorado cities. She also reported the Airport Steering Committee is continuing work on finding an airline provider for the Airport. Ordinance No. 076, 2013, Appropriating General Fund Reserves for the Platte River Power Authority Transmission Line Relocation Project Located on the Woodward Property, Adopted on First Reading The following is the staff memorandum for this item. “EXECUTIVE SUMMARY Council approved the Woodward incentive package in April 2013. As a part of that agreement, Woodward agreed to advance funds to support the relocation of the Platte River Power Authority (PRPA) Transmission Line. This Ordinance appropriates $1,297,080 from the General Fund Reserves for the relocation of the PRPA transmission line. Immediate appropriation is needed to allow the transmission line relocation to move forward so that Woodward's building site plans may remain on schedule. Delay in authorizing the appropriation may necessitate the need for PRPA to construct and remove a temporary transmission line as well as design and construct the relocated permanent transmission line. This effort would require that PRPA incur additional costs. BACKGROUND / DISCUSSION On April 2, 2013, Council adopted Ordinance No. 056, 2013, Appropriating General Fund Reserves to Fund a Reimbursement Reserve Fund in Connection with an Agreement between the City, Downtown Development Authority (DDA) and Woodward, Inc., Regarding the Link-N-Green Development. Ordinance No. 056, 2013, provided that Woodward would advance up to $6.05 million to the City, to be repaid by Pledged Tax Increment Revenues (“TIF”) to fund certain public improvements, including right-of-way improvements and open space restoration, as well as the 100 19 May 21, 2013 relocation of a power transmission line. Furthermore, in Ordinance No. 056, 2013, the City agreed to appropriate $2.272 million for a reimbursement to the reserve fund to ensure the adequate support for construction of the Improvements. Because the Woodward advance funds are not yet available, City staff is requesting the immediate appropriation of $1,297,080 from City reserves in order to allow the relocation of the transmission line to begin. The City funds will be reimbursed by the Woodward advance. On April 15, 2013, the City entered into an Intergovernmental Agreement (“IGA”) with PRPA, which provided that the City of Fort Collins will pay for the relocation and installation of the 230/115kV transmission line that currently crosses the Woodward property (Attachment 1). Design plans resulted in placing one new transmission tower in the Williams Natural Area just south of the Mulberry/Lemay Avenue intersection and the removal of three transmission towers northwest of Mulberry; two in the Springer Natural Area and one at the Water Reclamation natural area. Ordinance No. 063, 2013, authorizing the necessary easements from the City, was adopted on second reading on May 7, 2013. Specifically, one pole will be added in the Williams Natural Area (reference pole #6, yellow line, Attachment 2). The general size of the pole will be approximately 100 to 125 feet tall and 3 to 5 feet in circumference at the base, depending upon the distance from pole #5. Placement will be approximately 150 feet south of the existing bike trail and approximately 60 feet west of the sidewalk that parallels south bound Lemay Avenue. Contingency placement will be known once the following items are specified: • Signal light/pole on the northwest corner of Mulberry and Lemay for the westbound traffic on Mulberry • Proposed restaurant placement at the southeast end of the Woodward Property • New bike trail route across Lemay. FINANCIAL / ECONOMIC IMPACTS The transmission line relocation is a critical path component of the redevelopment of the new Woodward site. Commitment from the City to PRPA is needed immediately so materials can be secured to complete the project and avoid the need and cost of temporary transmission lines. Staff is requesting an appropriation for $1,297,080 from the General Fund Reserve. Additional appropriations will be forthcoming for the other portions of the project described above.” Mike Beckstead, Chief Financial Officer, stated the change in this item is the source of funding for the appropriation, which should be identified as unanticipated revenue per the contract between the City and Woodward. Mayor Pro Tem Horak made a motion, seconded by Councilmember Troxell, to adopt Ordinance No. 076, 2013, as amended, on First Reading. City Attorney Roy read the Ordinance amendments. 101 20 May 21, 2013 Councilmember Cunniff asked if any type of contingency is built in if the cost goes over the estimate. Beckstead replied in the affirmative and noted any additional dollars would belong to the City, not PRPA. The vote on the motion was as follows: Yeas: Horak, Weitkunat, Cunniff, Troxell, Overbeck and Campana. Nays: none. THE MOTION CARRIED. Ordinance No. 075, 2013, Authorizing the Purchasing Agent to Enter into Standard Power Purchase Program Agreements with Solar Photovoltaic System Owners for up to 20 Years, Adopted on First Reading The following is the staff memorandum for this item. “EXECUTIVE SUMMARY Fort Collins Utilities’ Solar Power Purchase Program (FCSP3) encourages the installation of new local solar systems on behalf of all Utilities customers in support of Fort Collins renewable energy commitments under the Colorado Renewable Energy Standard (RES). The basis of the FCSP3 is a fixed-price, 20-year Power Purchase Agreement (PPA) between Fort Collins Utilities and photovoltaic system owners for solar energy generation. Program funding was approved through the budget process. This action is necessary to authorize the required long-term (20 year) purchase power agreements. BACKGROUND / DISCUSSION The basis of the FCSP3 is a fixed-price, 20-year Power Purchase Agreement (PPA) between Fort Collins Utilities and photovoltaic system owners for solar energy generation. This arrangement is commonly known within the solar industry as a “feed-in-tariff model.” The customer may enter agreements with solar developers for the installation of the system, which also may include financing, lease-purchase and rooftop property leasing. The energy output of the solar system goes directly to Fort Collins Utilities’ electric grid and customers are paid based on the metered output of the system, according to the PPA. The agreement does not alter the customer’s electric bill. This approach is sometimes referred to as “in front of the meter”, implying that the interconnection with the grid is on the utility side of the customer’s billing meter. The PPAs also convey the Renewable Energy Credits (RECs)—the right to claim the renewable energy attributes of a project—to Utilities to be used toward compliance with the Colorado RES. Expanding customer-sited solar renewable energy supports the community’s Climate Action Plan and Energy Policy greenhouse gas reduction goals while supporting local investment. Key Issues Two key issues were discussed at length to arrive at the proposed program, (1) incentive pricing approach and, (2) “in front of” vs. “behind” the meter. For the first issue, a competitive bidding 102 21 May 21, 2013 approach to set offer prices was considered. After tracking the limited success of several other utility programs that used a bidding approach, staff concluded that a standard price approach was recommended. The recommendations related to the second key issue are based on balancing benefits to all rate paying customers, participating customers and the solar industry. Customers understand, and some have asked for the net metered approach because it provides for a “hedge” against future utility price increases. While attractive to the participating customer, the “hedge” is an uncertain financial element which is borne by all other ratepayers. The FCSP3 offers benefits to all rate payers by obtaining renewable energy at a price competitive with other paths to RES commitments. The FIT approach (“in front of the meter”) makes the offer simple and well defined for all parties and limits uncertainty related to future electricity rates. The stable contract price provides financial certainty for all parties and encourages partnerships between solar developers, host customer sites and sources of financing. The FCSP3 fact sheet is included as Attachment 1. Page three lists key attributes of the proposed program along with the purpose and benefits of each attribute. Renewable Energy Standard The Colorado Renewable Energy Standard (RES) was originally established by voters as Amendment 37, and has been modified by the Colorado legislature. Fort Collins’ commitments are a minimum of 3% through 2014, 6% in 2015 and 10% in 2020. Year Minimum Actual Electricity Amount (megawatt-hours) 2012 3.0% 3.4% 53,000 2015 6.0% TBD 90,000 2020 10.0% TBD 150,000 Utilities current renewable energy commitments are met through a mix of wind energy projects, renewable energy credits and local solar installations. Faced with making new investments in renewable energy, Utilities proposed to meet a portion of its commitment through a program that focuses on the installation of solar systems on local customers’ premises. Similar successful programs are in place in a number of locations throughout the country and world. It is important to note that voluntary renewable energy purchases through Utilities’ Green Energy Program do not count towards the overall renewable energy commitments under the RES. The 2015 renewable energy target corresponds to an increase from current renewable energy levels of approximately 40,000 megawatt-hours (MWh). There are several ways Utilities could meet the increased requirements, including: 1. Purchase of qualified renewable energy credits. 2. Wind energy, through development or participation in new utility-scale projects. 3. Solar energy, through development or participation in new utility-scale projects. 4. Solar energy, through a program which supports the installation of systems located locally on customer premises (e.g., on Utilities’ electric distribution system). 103 22 May 21, 2013 The RES includes the option to use “multipliers” that provide additional benefits based on renewable energy technology and location. The RES multiplier for locally based solar energy is 3X, meaning that solar energy produced counts three times towards the RES obligation. The multiplier was designed to make solar energy investments competitive with wind energy investments. The solar projects from this program are expected to generate approximately 7,500 megawatt-hours annually. Utilizing the 3x multiplier, this amount will meet approximately 25 percent of the overall renewable energy commitment for 2015 (50% of the additional 2015 gap). Additional resources will still be required to meet the total 2015 commitment, and are expected to be met via additional purchases from Platte River Power Authority. Next Steps Utilities will develop the application materials in order to open an initial application period in July 2013. A second application period will occur in the first quarter of 2014. All solar systems need to be installed by July 2015 in order to meet the RES commitments. Other Solar Options Utilities also offers small-scale solar rebates with net metering and voluntary green energy purchase options. Customers can visit fcgov.com/solar to view current programs that support solar installations. FINANCIAL / ECONOMIC IMPACTS PPA purchases under the FCSP3 are to be capped at $1million per year funded by a 1/2% electric rate increase in each of years 2013 and 2014. Funding commitments for these power purchases will persist for the 20 year term of the agreements. At the end of the agreement term, Utilities will consider the option to establish new agreements based on continuing needs for community renewable energy. The installation of approximately five megawatts of new solar energy within Fort Collins is also expected to provide local economic benefits through the purchase and installation of the solar systems. The distribution amongst local companies of on-going power purchase payments ($1million annually) will depend upon the structure of agreements between customers, solar developers and financial partners. Under the preferential treatment by the Colorado RES of locally deployed solar electric generation, these green power purchases are competitive with other alternatives (wind power) available currently. ENVIRONMENTAL IMPACTS The solar projects from this program are expected to generate approximately 7,500 megawatt-hours of electricity. Using current conversion factors, this will result in avoiding over 6,000 metric tons of carbon emissions. The program will also greatly expand local generation, helping to support the transition to a dynamic and distributed smart grid system. Successful program results may also provide the groundwork for continued program expansion in future years. 104 23 May 21, 2013 BOARD / COMMISSION RECOMMENDATION Staff presented information about the program to the Energy Board at its regular meeting on May 2. The Board completed a memo (Attachment 2) which noted that, “The Energy Board has reviewed the pilot program with staff and supports the overall objectives and proposed attributes. Therefore, the Board requests City Council approve the Purchasing Manager be granted authority to energy into 20 year agreements for the Fort Collins Solar Power Purchase Program.” PUBLIC OUTREACH Utilities began seeking feedback from business customers and solar industry stakeholders in January. In addition to one-on-one meetings with key account customers, Utilities initiated an on- line survey of business customers in April with 112 responses. Survey results indicated strong interest in the program and general agreement with the overall goals (Attachment 3). Roughly half of respondents indicate interest to participate. The survey results and additional feedback were discussed at a public open house April 23rd, attended by 28 people. Four key questions were: • direct to grid program proposal versus benefits of net metering • whether property tax will be assessed against the PV installations • how businesses as building tenants might be able to participate • how these systems will be treated at the head of the 20-year PPA term. Solar industry feedback was solicited through the Colorado Solar Energy Industries Association (COSEIA). Specific solar industry stakeholders also participated in the survey and open house.” Lisa Rosintosky, Utilities Customer Connections Manager, introduced a presentation and noted this item is related to the fixed-price 20-year power purchase agreement. John Phelan, Energy Services Manager, stated the purpose of the program is to procure new locally- installed solar capacity on behalf of all rate payers to help meet the community’s renewable energy commitments to the Colorado Renewable Energy Standard (RES). He stated the specific action before Council will authorize the purchasing agent to enter into 20-year agreements. Eric Sutherland, 3520 Golden Currant, asked who sets the rates for this program and stated the item should mention time of use. Mike Pruznick, 636 Castle Ridge Court, questioned moving forward at this time and expressed concern this may not be consistent with the upcoming PRPA 20-year plan. Councilmember Cunniff asked whether the first come-first served method was considered versus other methods which may be more beneficial and asked if there may be a way to structure this so as to allow potential dovetailing with a beneficial PRPA program. Phelan stated the plan is to have an application window and a lottery type of system will be used if there be more than enough qualifying projects. Councilmember Cunniff asked about the criteria for the projects. Phelan replied criteria are currently being developed based on other successful programs around the country. 105 24 May 21, 2013 Councilmember Cunniff asked about metering design considerations. Phelan replied these projects will have a different set of interconnection requirements than the current small-scale systems. Councilmember Cunniff asked about the 20-year term. Phelan replied there is a time limit to take advantage of the multipliers embedded in the original Amendment 37 and subsequent legislation for the Colorado RES and this is only a small piece of an overall renewable energy program. Councilmember Troxell made a motion, seconded by Councilmember Campana, to adopt Ordinance No. 075, 2013, on First Reading. Councilmember Cunniff supported the concept but requested staff responses to questions prior to Second Reading. Councilmember Troxell stated this item contributes to additional distributed energy resources. He supported a time of use approach. Mayor Pro Tem Horak noted the Energy Board strongly recommended this item for approval. The vote on the motion was as follows: Yeas: Weitkunat, Campana, Overbeck, Cunniff, Horak and Troxell. Nays: none. THE MOTION CARRIED. Resolution 2013-048 Authorizing the Lease of City-owned Property at 906 East Stuart Street to Fort Collins Waldorf Education Association, Inc. for up to Two Years, Adopted The following is the staff memorandum for this item. “EXECUTIVE SUMMARY Since August 2006, the City has leased 906 East Stuart to Fort Collins Waldorf Education Association, Inc., known as River Song Waldorf School. River Song Waldorf School continues to meet the national Community Development Block Grant Funding (“CDBG”) criteria by serving a majority (51% or more) of low-moderate income clients below 80% of the Area Median Income. This Resolution authorizes the lease of the property to River Song Waldorf School for an additional two years. BACKGROUND / DISCUSSION The property at 906 East Stuart was acquired by the City in 1985 for use as a child care facility. CDBG funding was used to purchase the property. City properties purchased with CDBG funding are restricted to a nominal rental rate and must be used by non-profit organizations that meet the CDBG criteria. 906 East Stuart was a private residence at the time of purchase. The building contains a total of 2,071 square feet. The ground floor contains 1,687 square feet and is the main area of use for the school. The second floor, containing 384 square feet, is only accessible from an outside stairway 106 25 May 21, 2013 entrance and is used for its office area and storage. The lot size is 0.3 acres. The condition of this facility is fair. River Song Waldorf School has been leasing the property since August 2006. It operates a year- round early childhood program, and other associated uses, for pre-kindergarten children. Due to the requirements from CDBG, the rent for this facility is $5 per year. The market rent would be $1,200 to $1,350 per month if this property was rented as a private residence. The tenant is responsible for utilities, maintenance, and improvements. The City is not responsible for any maintenance expense during the lease. River Song Waldorf School has been a good tenant and has taken good care of the property. In addition to its routine maintenance expenses, it has also replaced the furnace and painted the exterior at its cost. FINANCIAL / ECONOMIC IMPACTS The Tenant is responsible for all maintenance, repair, and necessary upgrades, including, but not limited to, all landscaping maintenance and upkeep (including trees), snow removal, interior and exterior painting, appliances, building systems upkeep, etc. The Tenant pays all utility costs. The Tenant pays $5 per year to the City for leasing the property.” Councilmember Campana withdrew from the discussion of this item due to a conflict of interest. Mayor Pro Tem Horak made a motion, seconded by Councilmember Overbeck, to adopt Resolution 2013-048. Yeas: Cunniff, Troxell, Overbeck, Horak and Weitkunat. Nays: none. THE MOTION CARRIED. Resolution 2013-049 Authorizing the Execution of the First Amendment to the Intergovernmental Agreement Establishing the Boxelder Basin Regional Stormwater Authority, Adopted The following is the staff memorandum for this item. “EXECUTIVE SUMMARY The Boxelder Basin Regional Stormwater Authority (BBRSA) was established by an intergovernmental agreement (IGA) between the City of Fort Collins, Larimer County and the Town of Timnath to fund and implement regional stormwater improvements. Staff recommends approval of the first amendment to the IGA in order to: Obtain approval of the member governments for the BBRSA to accept a loan from the Colorado Water Conservation Board (CWCB) to fund the design and construction of the remaining projects; 1. Authorize the BBRSA to determine and make minor revisions to properties within the Service Area of the BBRSA by designating areas as “non-tributary areas”, and to grant fee credits to other areas within the Service Area; and 107 26 May 21, 2013 • Establish a sunset provision such that upon completion of the Projects, payment of all debt incurred by the Authority for the construction of the Projects, and agreement among the Members as to any continuing obligation for operation and maintenance of any Authority projects, the BBRSA can be terminated. BACKGROUND / DISCUSSION On August 20, 2008, the City of Fort Collins, Larimer County and the Town of Wellington entered into an intergovernmental agreement (IGA) to establish the Boxelder Basin Regional Stormwater Authority (BBRSA). The BBRSA was established to fund and implement the regional stormwater improvements outlined in the Boxelder Regional Stormwater Master Plan. The stormwater improvements benefit the citizens of Fort Collins through protection of the health, property, safety and welfare of the city and by enhancing the ecological health of Boxelder Creek. It is in Fort Collins’ best interests to participate in the BBRSA in order to: • Make already cost effective improvements more economical by sharing costs; • Reduce substantial public infrastructure costs for road crossings; • Equitably share the cost between participating agencies; • Provide economic benefits by removing undeveloped lands from the 100-Year floodplain; and • Provide a cooperative approach that initiates solutions to stormwater problems in Fort Collin’s Growth Management Area (GMA). The BBRSA has completed the design and construction of the Coal Creek Flood Mitigation Project and has preliminarily designed the two remaining regional stormwater projects which consist of the East Side Detention Facility (also known as the Gray Lakes Project) and the Larimer/Weld Canal Crossing Structure. Timnath (in conjunction with its TDA) has entered into an Intergovernmental Authority with the BBRSA to participate in the funding of the remaining projects. The BBRSA investigated potential funding scenarios (i.e., pay-as-you-go, bonding, loan) and initially recommended in 2011 to the member entities that a bonding approach be pursued. After additional research, the BBRSA determined the most cost efficient method of funding the regional stormwater projects is by obtaining a loan through the Colorado Water Conservation Board (“CWCB”). According to Section 2.05 (f) of the IGA, all member entities must agree to the issuance of debt by the BBRSA. On January 17, 2013, representatives from Fort Collins, Larimer, Wellington and Timnath as well as the BBRSA Board of Directors met to discuss the latest estimated regional stormwater project cost estimates, the funding approach, a potential sunset provision, the BBRSA stormwater fee structure, and potential revisions to the BBRSA service area boundary. As a result of those discussions, the BBRSA developed a draft amendment to the IGA that will: • Allow the BBRSA to accept a loan from the CWCB to fund the design and construction of the remaining projects; and • Authorize the BBRSA to determine and make minor revisions to properties within the Service Area of the BBRSA by designating areas as “non-tributary areas”, and to grant fee credits to other areas within the Service Area; and 108 27 May 21, 2013 • Establish a sunset provision such that upon completion of the Projects, payment of all debt incurred by the Authority for the construction of the Projects, and agreement among the Members as to any continuing obligation for operation and maintenance of any Authority projects, the BBRSA can be terminated. FINANCIAL / ECONOMIC IMPACTS The BBRSA has preliminarily designed the East Side Detention Facility (Gray Lakes Project) and the Larimer/Weld County Crossing Structure. These are the two remaining projects needed to meet the goals of the Boxelder Regional Stormwater Master Plan. Through preliminary design, the total cost of the two projects is estimated to be approximately $9.9 million. The most cost efficient method of funding the projects (and lowest interest rate) is by obtaining a loan through the CWCB. The anticipated interest rate of 2.75% for the CWCB loan is significantly lower than an estimated interest rate of 4.0% for issuance of bonds. The BBRSA will obtain a 20-year loan; however, it may be possible to pay it off in a shorter time period (16-17 years). The loan requires a 10% local match, which will be the responsibility of the BBRSA. In addition to the revenue generated by stormwater fees within the BBRSA service area boundary, the BBRSA has also obtained funding from Timnath. The BBRSA entered into an intergovernmental agreement (Boxelder/Timnath IGA, dated November 15, 2012) with Timnath and its TDA which provides that the TDA shall participate in the funding of the projects. Pursuant to the Boxelder/Timnath IGA, the TDA has transferred $500,000 to the BBRSA for use in the design of the remaining projects. In addition, the TDA will reimburse the BBRSA for 25% of the total costs of the remaining projects. The financial participation by Timnath results in a decrease in the amount of revenue required to be collected by the BBRSA. The combination of annual stormwater service fee revenue collected by the BBRSA and the financial contribution from Timnath provides sufficient funding to cover the on-going costs of the BBRSA and the CWCB loan payment. ENVIRONMENTAL IMPACTS The IGA contains language that ensures a holistic approach toward stormwater quality best management practices, stream stability, and habitat enhancement. Through reconfiguration of the master plan improvements, most notably increased detention storage at the Gray Lakes Detention Project, the BBRSA is able to eliminate the majority of Middle Basin improvements proposed in the original Boxelder Regional Stormwater Master Plan. As a result, the need to grade or alter the majority of Boxelder Creek south of County Road 50 has been eliminated, thereby protecting the existing stream corridor. Ken Sampley, Stormwater/Floodplain Program Manager, provided an overview of the Boxelder Basin Regional Stormwater Authority. He provided information regarding the benefit-cost scenario for the project. Gary Wockner, 516 North Grant, stated this taxing Authority was narrowly approved after a contentious discussion and argued this would subsidize housing development in the area of Fort Collins that is proposed to undergo hydraulic fracturing. He requested that Councilmember Campana recuse himself from the vote if he owns any property in the area. 109 28 May 21, 2013 Councilmember Overbeck stated this storm line would go through the UDA area near the Budweiser plant, which is an area of contention. Councilmember Overbeck requested additional details regarding the financing package. Sampley replied the loan package is at approximately a 2.5% interest rate. The financing rate structure is lower than it would be through a bond sale so it is beneficial for the government sponsors and for those paying the fees. He stated it is a 20-year loan commitment, though that will hopefully be paid off sooner. Councilmember Overbeck asked what kinds of rates could be attained in the private bond market. Sampley replied it would likely be around 4%. Councilmember Troxell made a motion, seconded by Councilmember Campana, to adopt Resolution 2013-049. Mayor Weitkunat commented that this is a cooperative effort to bring forward a solution to stormwater and flooding issues on the eastern side of I-25. Councilmember Campana commented that he does not own property in this area. Councilmember Overbeck stated this project has some positive aspect in terms of environmental safety; however, he stated he would oppose this item as the project could be financed in the private bond market rather than using taxpayer funding. Councilmember Cunniff stated oil and gas development in this area would be in direct conflict with any development. Councilmember Troxell stated he would support the motion as the item addresses stormwater issues within the City. The vote on the motion was as follows: Yeas: Troxell, Campana, Horak and Weitkunat. Nays: Overbeck and Cunniff. THE MOTION CARRIED. Consideration of an Appeal of the Planning and Zoning Board’s March 21, 2013 Decision to Approve the Carriage House Apartments, Project Development Plan, Planning and Zoning Board Decision Upheld The following is the staff memorandum for this item. “EXECUTIVE SUMMARY On March 21, 2013, the Planning and Zoning Board considered and unanimously approved the application for the Carriage House Apartments, Project Development Plan. The application consisted of a request to demolish two existing single family homes at 1305 and 1319 South Shields Street and in their place, construct five, three story multi-family buildings, with a total of 57 units divided among one, two and three-bedroom apartments for a total of 97 bedrooms. The project is 110 29 May 21, 2013 located in the Neighborhood Conservation Buffer (N-C-B) Zone District and is within the Transit- Oriented Development (TOD) Overlay District. On April 4, 2013, Joel Rovnak (Appellant) filed a Notice of Appeal, alleging that the Planning and Zoning Board failed to conduct a fair hearing because it allegedly considered evidence that was substantially false and grossly misleading when approving the Project Development Plan application. BACKGROUND / DISCUSSION The Applicant submitted a traffic impact study as part of the Carriage House Apartments Project Development Plan application and the traffic impact study was accepted by the City Traffic Engineer. The traffic impact study was provided to the Planning and Zoning Board as an attachment to the staff report for consideration. The staff report to the Board included analysis of how the Project Development Plan complied with the Land Use Code’s transportation Level of Service requirements (Staff Report, pg. 10). Under the appeals procedure contained in the City Code, the appeal is required to be considered upon the record, the relevant provisions of the Code and Charter, the grounds for appeal cited in the notice of appeal and the arguments made by parties-in-interest at the hearing on the appeal, provided the arguments raised by parties-in-interest were raised in the notice of appeal. The City Code allows for new evidence to be considered when offered by City staff or parties-in- interest in response to questions presented by Councilmembers at the hearing. Staff is prepared to answer questions regarding the allegations on appeal, if asked by Councilmembers. ACTION OF THE PLANNING AND ZONING BOARD After testimony from the Applicant, affected property owners, the public and staff, the Planning and Zoning Board voted 6 - 0 to approve the Carriage House Apartments Project Development Plan application with conditions. In support of its motion to approve the Carriage House Apartments Project Development Plan, the Board adopted the findings of fact and conclusions as contained on page 13 of the staff report. QUESTIONS FOR COUNCIL CONSIDERATION Did the Planning and Zoning Board fail to hold a fair hearing by considering evidence relevant to its findings which were substantially false or grossly misleading? ALLEGATIONS ON APPEAL 1. The traffic impact study falsely attributes data to the Institute of Transportation Engineers (ITE) Trip Generation Manual. 111 30 May 21, 2013 The Appellant maintains that the Planning and Zoning Board considered the traffic impact study which contained information relating to estimated trip generation which was substantially false and grossly misleading. The traffic impact study was included in the Planning and Zoning Board’s packet for consideration in its decision making, although the Board did not discuss the specific details of the traffic impact study in connection with its decision to approve the Project Development Plan. Staff has prepared information regarding the data contained in the traffic impact study and is able to answer questions regarding this allegation if asked by Council. 2. Traffic projections were further reduced for alternative modes of transportation. In the notice of appeal, the Appellant asserts that the information contained in the traffic impact study was further skewed by a 25% reduction in trips to account for alternative modes of transportation. The traffic impact study was included in the Planning and Zoning Board’s packet for consideration in its decision making, although the Board did not discuss the 25% trip reduction contained in the study in connection with its decision to approve the Project Development Plan. Staff has prepared information regarding the 25% trip reduction contained in the traffic impact study and is able to answer questions regarding this allegation if asked by Council. 3. Fort Collins Traffic Operations has established a policy that discriminates against student housing. The Appellant asserts that the City and/or the traffic consultant used a recent study of student housing trip generation in Minnesota (Spack Memorandum) to estimate trips for the Carriage House Apartments. The Spack Memorandum was provided to the Planning and Zoning Board at its hearing for consideration, although the Board did not discuss the details of the Spack Memorandum during the hearing or in connection with its decision to approve the Project Development Plan. Staff has prepared information regarding the Spack Memorandum and is able to answer questions regarding this allegation if asked by Council. 4. City Council has established policies prohibiting discrimination in multi-family housing. The Appellant asserts that the submitted traffic impact study was flawed because of the use of standards used in outside municipalities that relate to student oriented housing. The traffic impact study and the Spack Memorandum were provided to the Planning and Zoning Board for consideration in its decision, however the Board did not discuss the Spack Memorandum or specifics of the Traffic Impact Study during the hearing or in connection with its decision to approve the Project Development Plan. 112 31 May 21, 2013 Staff has prepared information regarding the submitted traffic impact study and is able to answer questions regarding this allegation if asked by Council. 5. The negative impacts of artificially reduced traffic projections extend beyond a single proposal. The Appellant asserts that the adjusted trip generation estimates used in traffic impact studies was also prevalent in other project approvals and have a negative impact. The Appellant also maintains that the flawed trip generation will negatively impact Street Oversizing fees collected. The Planning and Zoning Board did not discuss the impact of trip generation rates contained in the submitted traffic impact study during the hearing or in connection with its decision to approve the Carriage House Apartments Project Development Plan. Staff has prepared information regarding trip generation impacts and Street Oversizing fees and is able to answer questions regarding this allegation if asked by Council. COUNCIL ACTION REQUESTED Review the record and determine if the decision of the Planning and Zoning Board to approve the Carriage House Apartments Project Development Plan should be upheld, overturned, modified, or remanded to the Board for further consideration.” Councilmember Campana withdrew from the discussion of this item as he was a member of the Planning and Zoning Board when the project came before that Board. City Attorney Roy described the City’s appeal process. Councilmember Overbeck stated he attended the site visit. Councilmember Troxell stated he attended the site visit and asked the Traffic Engineer about the outcome of the traffic study which showed no need for a signalized intersection at Shields. Councilmember Cunniff stated he attended the site visit and asked questions about the physical layout of the site. Courtney Levingston, City Planner, stated the proposed project would demolish the existing single- family homes located at 1305 and 1319 South Shields Street and construct five multi-family buildings in their place. The 4.8 acre site is in the Neighborhood Conservation Buffer District and is within the Transit Oriented Development Overlay District. Levingston stated the project was approved by the Planning and Zoning Board on a 6-0 vote and she discussed the allegations of the appeal which were primarily related to the failure of the Board to appropriately discuss traffic study implications. APPELLANT PRESENTATION Joel Rovnak, 1308 Bennett Road, stated his appeal is based on the trip generation calculation of the project. He provided traffic counts for apartment buildings and extrapolated that data to the 113 32 May 21, 2013 proposed project. He stated the equation used in the traffic study used a much lower rate than it should have and the predicted trips were then reduced by 25% due to alternative modes. He requested that the item be remanded to the Planning and Zoning Board using trip generation rates that adhere to the Land Use Code. OPPONENT PRESENTATION Carolyn White, counsel for the opponents to the appeal, argued no misleading evidence was presented at the original hearing, with the exception of that presented by Mr. Rovnak, which was considered by the Board. She noted this project was compliant with the Land Use Code in all respects with no modifications sought and discussed the voluntary concessions made by the developer to aid in neighborhood concerns. She stated Mr. Rovnak’s conclusions were flawed based on confusion between the use of bed versus dwelling units as the unit of measurement. Matt Delich, Delich Associates, stated the traffic impact study (TIS) was prepared per City guidelines and was accepted by City staff. He stated the most accurate trip generation variable for student housing is beds, not dwelling units, and discussed the apparent confusion in Mr. Rovnak’s analysis. Mr. Delich discussed the conservative nature of the traffic generation analysis in the traffic impact study. Ms. White stated all of the allegations raised in the appeal are without merit and she requested that Council uphold the decision of the Planning and Zoning Board approving the project. APPELLANT REBUTTAL Mr. Rovnak assured Council his calculations did not confuse beds and dwelling units; he simply offered calculations using both units to illustrate they both yield low numbers of trip generation. He noted the letter to him from the City Traffic Engineer clearly indicates the use of consideration of student housing. OPPONENT REBUTTAL Ms. White stated the way Mr. Rovnak plugged the data into the equation was not correct. Mr. Delich stated the oversizing fees discussed by Mr. Rovnak are calculated by a different City department and are not based on the traffic impact study. COUNCIL DISCUSSION Mayor Weitkunat requested staff input regarding the calculation based on beds versus dwelling units and the City’s position on multi-family housing versus student housing. Joe Olson, City Traffic Engineer, replied he spoke before the Student Housing Action Plan committee to discuss trip generation, at which meeting the variable of dwelling units being used for student housing projects was discussed. He stated the committee had suggested the use of beds rather than dwelling units in order to garner more accurate data and added the correct variables were used with the correct equations in Mr. Delich’s traffic impact study. 114 33 May 21, 2013 Mayor Weitkunat asked if any of the information provided this evening was presented at the Planning and Zoning Board hearing. Olson replied the traffic impact study was submitted at the hearing. Councilmember Troxell asked about the level of experience of Delich Associates. Mr. Delich replied he has forty-five years of experience and his son, Joe, has thirteen years of experience and a Professional Engineering degree, which requires standards of excellence and due diligence. Additionally, he stated both he and his son are Professional Transportation Operation Engineers. Councilmember Troxell asked why the state licenses engineers. Mr. Delich replied the licensing is necessary to provide responsibility for work completed. Councilmember Troxell asked if Mr. Rovnak had involved a Professional Engineer in his analyses. Mr. Rovnak replied in the negative. Councilmember Troxell noted the importance of the Professional Engineering certification in this instance. Councilmember Cunniff asked if multiple traffic impact studies were received by the Planning and Zoning Board. Olson replied in the negative. Levingston replied the Traffic Impact Study prepared by Mr. Delich was part of the information received by the Board and additional information was provided at the hearing by Mr. Rovnak. Mayor Weitkunat asked about the 25% reduction in trip generation for alternative modes and whether or not that is a general City policy. Olson replied there is an initial scoping session for any traffic impact study during which a discussion is held as to whether or not a project should receive a reduction in trip generation. Mayor Pro Tem Horak asked about the specific 25% amount. Olson replied it is an estimate and is the typical amount used for multi-family housing near campus or other activity centers, although it is calculated on a case-by-case basis. Councilmember Cunniff asked what part of campus is used when it is considered an activity center. Olson replied there is no set distance and estimates are used to gain approximate numbers of trip generation. Mayor Pro Tem Horak asked about the impact of not using the 25% reduction. Olson replied not using that reduction would not have had much impact on the requirements for the project; the level of service at the affected intersection would have remained essentially the same. Mayor Pro Tem Horak asked what the Planning and Zoning Board would be looking at differently should the item be remanded. Olson replied some of these issues that have caused confusion would be clarified. Councilmember Troxell made a motion, seconded by Mayor Weitkunat, to uphold the Planning and Zoning Board’s decision to approve the Carriage House Apartments Project Development Plan and that the Board conducted a fair hearing. 115 34 May 21, 2013 Councilmember Cunniff expressed concern that the process in general is not as straight forward as it should be, though he does not believe an unfair hearing occurred. Mayor Weitkunat stated she is supportive of the motion based on the evidence heard and noted the issues raised at the Planning and Zoning Board hearing were generally focused on other aspects of the project. Mayor Pro Tem Horak noted staff and the Planning and Zoning Board found the traffic impact study to be appropriate and properly calculated and there was no grossly misleading evidence considered at the hearing. The vote on the motion was as follows: Yeas: Weitkunat, Horak, Cunniff, Overbeck and Troxell. Nays: none. THE MOTION CARRIED. (Secretary’s note: The Council took a brief recess at this point in the meeting.) Items Relating to the Oil and Gas Operator Agreement Between the City and Prospect Energy, LLC. (Continued from April 23, 2013), Adopted on Second Reading (Option 3) The following is the staff memorandum for this item. “EXECUTIVE SUMMARY A. Resolution 2013-036 Approving an Amendment to the Oil and Gas Operator Agreement Between the City and Prospect Energy, LLC (Options 1, 2 and 3). B. Second Reading of Ordinance No. 057, 2013 Terminating the Moratorium Imposed by Ordinance No. 145, 2012 with Respect to Oil and Gas Operations Conducted under an Oil and Gas Operator Agreement Between the City and Prospect Energy, LLC and Exempting Such Operations from the Prohibitions Contained in Section 12-135 of the City Code (Options 1, 2 and 3). On March 19, 2013, Council approved an Operator’s Agreement with Prospect Energy to conduct oil and gas operation in the city limits. The terms of the Agreement ensure stringent public health and safety measures are in place through Best Management Practices (BMPs), which generally exceed current requirements mandated by the Colorado Oil and Gas Conservation Commission (COGCC), and provide strict controls on the release of methane gases and other volatile organic compounds (VOCs). The Council also adopted on First Reading, Ordinance No. 057, 2013, by a vote of 5-1 (nays: Ohlson, absent: Poppaw), removing the Moratorium imposed by Ordinance No. 145, 2012, with respect to an Oil and Gas Operator Agreement with Prospect Energy. • Option #1- Amended Operator Agreement Resolution 2013-036 Resolution 2013-036 will further amend the Operator’s Agreement with Prospect Energy to clarify that (1) no new drilling will occur in any plugged or abandoned well in the Fort Collins Field and that (2) all Colorado Oil and Gas Conservation Commission rules to be effective August 1, 2013 will 116 35 May 21, 2013 apply to any exploration and drilling activities in the Undeveloped Acreage (UDA), and (3) along the west and southern boundaries of the UDA, a 1,000 foot set-back shall be required from any residential area in accordance with COGCC standards of measurement, and (4) the Amended Agreement must be approved by Council and in effect on or before June 1, 2013. • Option #2 – Amended Operator Agreement Resolution 2013-036 Limit the Agreement to the Fort Collins Field by removing UDA from the Operator Agreement and prohibit re-entry into plugged and abandoned wells. While the Whereas clauses for Options #1 and #2 have changed substantially, the substance of the Operator Agreement in Options #1 and #2 is the same, with the exception that the Agreement needs to be executed by June 1 instead of June 15. • Option #3 – Amended Operator Agreement Resolution 2013-036 Resolution 2013-036 will further amend the Operator’s Agreement with Prospect Energy to include some options in Option #1 plus the following (1) certain portions of the Agreement apply to existing wells within the City limits of the Fort Collins Field , and that (2) will insure any wells drilled in the UDA from the initial drilling phase through completion will be required to have a $10,000,000 per occurrence policy that covers Pollution and Cleanup, and General Liability, that (3) increased setbacks will be required in certain areas of the UDA, and that (4) the Amended Agreement must be approved by Council and take effect on or before June 1, 2013. BACKGROUND / DISCUSSION During Council discussion on March 19, 2013, questions arose regarding the inclusion of Undeveloped Acreage (UDA) in the Operator Agreement. Staff responded incorrectly as to when staff was aware of the UDA. The UDA was disclosed on March 1, 2013. Staff received the first Operator Agreement that included the UDA on March 7, 2013. Council further inquired as to how development of the UDA may occur. Generally, Prospect Energy is limited to the terms and conditions contained in a confidential Surface Use Agreement (SUA) with Anheuser-Busch, Incorporated signed in April 2011. According to the Larimer County mineral lease notice (Attachment 4), the SUA is for a primary term of three years expiring March 2014. If, at the expiration of the Primary Term of the SUA, lands not then included within a producing or spacing unit are not engaged in drilling or reworking operations, then the lease expires. According to the notice, an option to extend the agreement for an additional three years is available if Prospect Energy makes an additional payment. In addition to any requirements imposed by the SUA, any oil and gas development would be required to comply with the Council-approved Operator Agreement. A key aspect of the Agreement requires the following: Conceptual Review – No less than thirty (30) days prior to the submission of an Application for a Permit to Drill (APD) (note: APD is the Colorado Oil and Gas Conservation Commission (COGCC) permitting process), Prospect Energy will schedule a meeting with the City to review the proposed new well or drilling activity. The goal of this meeting would be for staff and the applicant to review the proposed oil and gas operation in a manner that ensures compliance with the operator 117 36 May 21, 2013 agreement and applicable state and federal regulations. This pre-submittal meeting will also allow the applicant and staff to: • explore site-specific concerns • discuss project impacts and potential mitigation methods including field design and infrastructure construction to minimize impacts • discuss coordination of field design with other existing or potential development and operators • identify sampling and monitoring plans for air and water quality, and other elements of the operator agreement as contained in Exhibit A (Best Management Practices). Option #3 Amendment Conditions Staff was asked to further negotiate with Prospect Energy on the following conditions: 1. Would Prospect Energy agree to adhere to the Best Management Practices (BMP) contained in the Operator Agreement for existing wells in the Fort Collins Field? Prospect Energy is willing to apply certain BMP’s to the Fort Collins Field for wells contained in the City Limits provided that any existing wells in the Growth Management Area (GMA) are exempt. Prospect Energy has agreed in whole or in part to 22 of 48 sections of the BMPs; see Attachment 8 for details. 18 of the 48 sections of the BMPs do not apply so Prospect Energy has agreed to 22 of the 30 sections that apply to the existing field. 2. Would Prospect Energy increase insurance provisions? Prospect Energy agrees to provide liability insurance that covers pollution, cleanup and general liability in the amount of $10,000,000 per occurrence during the initial drilling of a New Well through completion. Following completion, Prospect Energy will provide ongoing pollution, cleanup and general liability coverage in the amount of $1,000,000 per occurrence and $2,000,000 aggregate, and general liability umbrella coverage in the amount of $5,000,000. 3. Would Prospect Energy agree to increase the set-backs to 2000 feet rather than 1000 feet along the southern and western boundaries of the UDA? Prospect Energy agrees to increase set-backs for certain portions of the UDA as described in Exhibit C; 1500 feet from the proposed school lease line and 1000 feet from the lease lines where residential or building units exist (see Attachment 6). 4. Would Prospect Energy agree to increased inspections by the City? The Agreement, Appendix A, Number 8 already provides the City with the right to inspect the Company’s operations and sites during business hours, upon the giving of 24 hours advance written notice to the Company. Staff believes this is sufficient to allow for any inspection in addition to what COGCC may provide. 5. Would Prospect Energy allow additional monitoring or alert systems to be placed within the Fort Collins Field or in the UDA? 118 37 May 21, 2013 Prospect Energy is unable to commit to any property uses within the Fort Collins Field or the UDA as they are not the property owners. Staff believes that there would be other public or private property options available if Council wishes to consider this monitoring at a future date. Prospect Energy has indicated that if Option #3 is not approved on May 21, 2013 they will withdraw the option. Staff was also asked to respond to citizen questions by preparing a list of questions and answers, and then post them on the Oil and Gas Web-site (http://www.fcgov.com/oilandgas/) for easy access by the public. This was completed on May 7, 2013 and subsequently updated to include questions answered during the Oil and Gas Presentation held May 8, 2013. Council asked staff to hold a community meeting specifically providing an opportunity for those residents who may be most affected by an Operator Agreement with Prospect Energy to an informational meeting. An invitation was extended to approximately 3,000 residents to attend such a meeting on May 8, 2013 at the Lincoln Center. At least 120 persons attended the event which included informational table displays with opportunities to ask questions of project team members, a presentation outlining the proposed agreement and possibility to exempt Prospect Energy from a City Moratorium prohibiting any new oil and gas development and ban from new drilling and operations conducted by Prospect Energy in the Fort Collins Field (city limits) and the UDA.” Mayor Weitkunat noted Resolution 2013-036 will be considered first. Laurie Kadrich, Community Development and Neighborhood Services Director, stated adoption of Ordinance No. 057, 2013 on Second Reading would remove Prospect Energy from a moratorium on new drilling and allow the company to use hydraulic fracturing in their operations. Given adoption of this Ordinance, Council will have the option to leave the current operator agreement in place or amend that agreement in one of three ways as presented by staff. Kadrich showed a map of the Fort Collins Field and the undeveloped area (UDA), for which Prospect Energy owns the drilling rights. The current agreement applies to any new well in the city limits of the Fort Collins Field or the UDA, and may apply in the Growth Management Area if the City and County reach agreement about that issue. Kadrich detailed the community outreach which has occurred prior to tonight’s meeting and outlined the choices for Council consideration. Option #1 would amend the agreement to include greater setback requirements on the southern and western boundaries of the UDA to 1,000 feet and would prohibit any reentry into the plugged and abandoned wells in the Fort Collins Field. Prospect Energy agrees to this option and the timeframe to act would be June 1, 2013. Option #2 would amend the agreement to remove the UDA from the agreement and disallow any reentry into plugged and abandoned wells in the Fort Collins Field. Prospect Energy will not enter into an amended agreement including only the Fort Collins Field. Option #3 would amend the agreement to include greater setback requirements in the UDA along the area that there may be a future school, would prohibit reentry into the plugged and abandoned wells in the Fort Collins Field, would add certain best management practices to the existing wells in the Fort Collins Field in the city limits, and would increase insurance provisions during the time of drilling for the UDA. Prospect Energy is willing to agree to this option if it is adopted this evening; however, they have indicated they will withdraw the option from future consideration. Danny Hesser, 2133 Ford Lane, expressed concern regarding potential health risks of drilling and supported a ban on operations. 119 38 May 21, 2013 Maya Hesser, 2133 Ford Lane, stated mineral rights should not take precedent over health and safety of citizens. Matthew Martinez, Fort Collins resident, expressed concern regarding potential health risks of oil and gas operations. Dian Sparling, 324 Jackson, expressed concern regarding endocrine disruptors which result from spills at oil and gas wells. She requested protection for the health of citizens until studies are complete regarding the dangers of drilling. Kelly (no last name provided), stated no health studies will be complete until 2020 and expressed concern regarding potential health risks of drilling and fracking. She requested Council enforce the ban on Prospect Energy. Andrew Stewart, 2503 Maple Hill, stated best management practices need to be adopted and stated air and water can be treated to be safe. Brigitte Schmidt, 932 Inverness, requested Council receive an agreement from the operator that they will work with the County to complete an operator agreement within the growth management area. Nick Armstrong, 2238 Ballard Lane, stated Prospect Energy will basically be self-regulating. Kevin Cross, Fort Collins Sustainability Group, supported a continued ban on all fracking, and supported Option #2. John Gascoyne, 718 West Mountain, stated citizens should be protected and should not fear litigation. Cheryl Distaso, Fort Collins Community Action Network, supported Option #2 and questioned the process regarding the late revised agenda. Kamana Hesser, 2133 Ford Lane, expressed concern regarding the health risks of drilling. Dolores Williams, 415 Mason Court, expressed concern about Prospect Energy making litigation threats and opposed the use of fracking until it is proven safe. Chris Gabar, Fort Collins resident, stated France has banned fracking and requested protection from fracking for Fort Collins. James Sack, Fort Collins resident, expressed concern about Prospect Energy making litigation threats. Karen Snyder, Fort Collins resident, supported the most strict, protective option and the continuance of the ban on fracking. Shawntae Cerda, Food and Water Watch, opposed the use of fracking in Fort Collins. 120 39 May 21, 2013 Greg Hirschi, 2626 Thoreau Drive, asked that Council carefully consider its options and noted his property is on the border of the 1000 foot setback for the UDA. Michael O’Keefe, Loveland resident, supported continuing the moratorium on fracking. Lia Pace, Fort Collins resident, supported continuing the ban on fracking. Lauren Swain, Sierra Club, supported continuing the ban on fracking. Sweede Anderson, Fort Collins resident, urged Council to pause and ensure enough insurance is available before moving ahead with fracking. Linda Vrooman, Fort Collins resident, opposed fracking based on its use of water. Will Walters, 1701 Tanglewood, opposed fracking based on health risks until it is proven safe. Ron Harper, 3532 Hearthfire, supported Prospect Energy and its efforts to operate safely. Jerry Dauth, 1925 Serramonte, supported increased setback requirements. Gary Wockner, Clean Water Action, supported continuing the full ban on fracking and questioned the City’s dealings with Prospect Energy. Josh Joswick, Bayfield resident, supported the power of local government to ensure the safety of citizens. Rico Moore, 721 West Myrtle, supported maintaining the ban on fracking. Rob Willis, counsel representing Prospect Energy, supported adoption of the operator agreement. Rudy Zitti, Fort Collins resident, supported adoption of the operator agreement. Shane Davis, Fort Collins resident, supported a drilling ban citing failure rates of wells. (Secretary’s note: The Council took a brief recess at this point in the meeting.) Councilmember Cunniff asked if the existing agreement with the operator would take effect on August 1, 2013, should Council lift the moratorium. Kadrich replied Council would need to act on Second Reading. City Attorney Roy replied the effective date of the Ordinance, which has been passed on First Reading, is to occur no later than August 1st, or the agreement is off. Adoption on Second Reading could occur at any time prior to ten days before August 1st. Councilmember Cunniff commended staff and Prospect Energy for their work on the agreement. Councilmember Troxell made a motion, seconded by Councilmember Campana, to adopt Resolution 2013-036, Option #3. 121 40 May 21, 2013 Mayor Weitkunat requested additional explanation of this Option. Kadrich replied this Option includes enacting early any Colorado Oil and Gas Conservation rules that would take effect on August 1st, not allowing any reentry to the plugged and abandoned wells in the Fort Collins Field, the extension of new setbacks in the UDA for its northwestern and southeastern boundaries, application of best management practices to the existing wells in the Fort Collins Field, and increases the insurance during the drilling activity in the UDA to $10 million. City Attorney Roy noted the Ordinance for Option #3 is the same as that for Option #1 and he noted changes to that Ordinance since First Reading are shown with redline and strike-outs. Councilmember Troxell stated this Option addresses input from Council and guarantees protections above and beyond by the operator. Councilmember Overbeck argued citizens want sound science over an agreement and want to be protected. Councilmember Cunniff stated the late presentation of this option is poor process and stated he could not support the motion, as the option misses some of the best management practices. He added he would support a five-to-seven year moratorium to allow consideration of the results of a state health study. Mayor Pro Tem Horak asked Councilmember Overbeck to elaborate on his opposition. Councilmember Overbeck replied this agreement does not provide protection for citizens and the vast majority of citizens support a ban on fracking. He stated he would also support a continued moratorium to allow time for a health study. Mayor Pro Tem Horak expressed concern about losing a potential lawsuit. Councilmember Overbeck replied citizens want to take a stand. Councilmember Poppaw asked Mayor Pro Tem Horak for his opinion on a timeline. Mayor Pro Tem Horak replied litigation could ultimately lead to the City losing a great deal of money and would result in Prospect Energy operating under state regulations rather than the more stringent regulations in the operator agreement. Mayor Weitkunat noted the moratorium passed in June exempted Prospect Energy. She stated the agreement addresses the concerns of citizens while also protecting the City from costly litigation. Councilmember Overbeck stated this agreement does not protect property values in terms of Prospect Energy’s liability insurance and reiterated his concerns regarding health and safety concerns. Councilmember Troxell stated this agreement allows the City to be proactive. Councilmember Campana stated he would prefer to be on the offensive in terms of Colorado oil and gas regulation. Councilmember Overbeck supported proceeding cautiously and placing the importance of health and safety above that of a lawsuit. 122 41 May 21, 2013 City Attorney Roy read into the record the changes to the Resolution. Mayor Pro Tem Horak asked about Councilmember Cunniff’s suggested moratorium and its applicability to Prospect Energy. Councilmember Cunniff replied he would propose no exemptions for the moratorium, and believes that would be defensible in court. The vote on the motion was as follows: Yeas: Campana, Horak, Weitkunat and Troxell. Nays: Poppaw, Cunniff and Overbeck. THE MOTION CARRIED. Councilmember Troxell made a motion, seconded by Mayor Pro Tem Horak, to adopt Ordinance No. 057, 2013, Option #3, on Second Reading. Mayor Pro Tem Horak opposed the accusation that he colluded with Prospect Energy regarding the agreement. He argued Council has a fiduciary responsibility to the citizens and stated opposing this agreement would not be good for Fort Collins. Councilmember Cunniff agreed there would likely be litigation should the moratorium not be lifted and the agreement not be adopted; however, he disagreed that the City does not have a defensible position. Councilmember Campana agreed with Councilmember Cunniff but stated the resources and time could be spent on protecting citizens using real-time monitoring rather than in court. Councilmember Cunniff noted he is of the opinion there was no collusion on the part of any Councilmembers. Councilmember Overbeck argued a health study should be completed first in order to protect the safety and health of citizens. Mayor Weitkunat argued Prospect Energy has shown concern for the health and safety of citizens. The vote on the motion was as follows: Yeas: Campana, Horak, Weitkunat and Troxell. Nays: Poppaw, Cunniff and Overbeck. THE MOTION CARRIED. Other Business Councilmember Troxell asked about the possibility of moving forward with Land Use Code amendments addressing reciprocal setbacks and requirements to identify plugged and abandoned wells prior to development, and the continuance of land use development regulations now that the ban is in place. Councilmember Cunniff and other Councilmembers agreed those items should be investigated. He requested the consideration of an extended five to seven year moratorium on all oil and gas extraction within the City limits with the purpose of determining the outcome of the State’s long- 123 42 May 21, 2013 term health study. He stated he would like Council to be able to consider the item before the existing moratorium terminates. Councilmembers Poppaw and Overbeck agreed with Councilmember Cunniff to provide that direction to staff. Adjournment The meeting adjourned at 11:32 p.m. _________________________________ Mayor ATTEST: _____________________________ City Clerk 124 43 DATE: June 18, 2013 STAFF: Susie Gordon AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 7 SUBJECT Second Reading of Ordinance No. 077, 2013 Appropriating Prior Year Reserves in the General Fund for Waste Reduction and Diversion Projects Approved by the Waste Innovation Program. EXECUTIVE SUMMARY This Ordinance, unanimously adopted on First Reading on June 4, 2013, shifts $135,560 that has accumulated in the Waste Innovation Program’s reserve account into the City’s General Fund account so that the money can be used for the purposes intended. Revenues are paid into the Waste Innovation Program by City departments that “self haul” trash from municipal operations for disposal in the Larimer County Landfill. The fund is designated to pay for projects that enhance these same departments’ ability to divert more waste away from the landfill. Unspent funds from several previous years had been moved into a “reserve” account; this action moves the funds back into the General Fund. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on Second Reading. ATTACHMENTS 1. Copy of First Reading Agenda Item Summary - June 4, 2013 (w/o attachments) 44 COPY COPY COPY ATTACHMENT 1 DATE: June 4, 2013 STAFF: Susie Gordon AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 14 SUBJECT First Reading of Ordinance No. 077, 2013 Appropriating Prior Year Reserves in the General Fund for Waste Reduction and Diversion Projects Approved by the Waste Innovation Program. EXECUTIVE SUMMARY This Ordinance shifts $135,560 that has accumulated in the Waste Innovation Program’s reserve account into the City’s General Fund account so that the money can be used for the purposes intended. Revenues are paid into the Waste Innovation Program by City departments that “self haul” trash from municipal operations for disposal in the Larimer County Landfill. The fund is designated to pay for projects that enhance these same departments’ ability to divert more waste away from the landfill. Unspent funds from several previous years had been moved into a “reserve” account; this action moves the funds back into the General Fund. BACKGROUND / DISCUSSION The City Manager created a fund in 2010 to pay for projects that improve our organizational ability to divert waste generated by municipal activities from being disposed in the Larimer County landfill. Discarded material and trash that City crews self-haul to the landfill is charged only 28 cents/cubic yard by Larimer County Solid Waste Department, which is passed through in payment to the state for landfill management/monitoring programs. The balance of the regular “tipping fee” at the landfill, $5.27 per cubic yard, is placed in a Waste Innovation Program (WIP) fund. These WIP revenues are received from 15 City departments that self-haul various types of waste to the landfill in truckloads. (It doesn’t include trash collected from City office buildings and facilities by our contracted trash hauler.) Funds Collected Funds Spent 2010 - $79,960 $15,510 2011 - $101,864 $13,860 2012 - $136,114 $19,248 2013 – TBD $34,778 plus additional commitments of $152,986 $52,000 contributed to Integrated Recycling Facility Waste Innovation Program (WIP) funds are used to administer grants that allow City departments to initiate new waste diversion/recycling projects, with special attention to departments that contribute most heavily to the fund (i.e. amount of waste they self-haul to the landfill). By design, the WIP should be a steadily decreasing fund as less waste is taken to the landfill for disposal as a result of operational improvements. An interdepartmental group of employees participates in awarding funds when requests are received from departments. Members of this group also act as liaisons for communicating to crews about the need to reduce the City’s use of the landfill, helping to actively incorporate waste reduction and recycling strategies as Best Management Practices in City operations, and to solicit ideas for using WIP funds. Past projects funded to date include: • Forestry Division has used funds on equipment rental to grind large-diameter tree trunks and stumps; • Purchase of solar-powered trash/recycling bin containers for use in public areas; • 30 sets of twinned recycling/trash bins for offices and shops; • Data collection activities for specific sources of waste; and, • Partial funding to help finance construction of a publicly accessible Integrated Recycling Facility, approved in the 2013/2014 BFO process. 45 COPY COPY COPY June 4, 2013 -2- ITEM 14 Upcoming Approved projects: • Water Utilities’ Stormwater Division will buy equipment to create a soils recovery facility. The new screening capability that Stormwater will use on excavated soils will enable crews to process waste materials into a variety of soil and structural fill products. This project is expected to reduce Utilities’ landfill usage from an annual average of about 11,000 cubic yards per year down to as little as 5,000 cubic yards. FINANCIAL / ECONOMIC IMPACTS The action will make $135,560 in funding available for City organization waste reduction projects that have been submitted to and approved for funding via the Waste Innovation Program internal competitive process in 2013. ENVIRONMENTAL IMPACTS The WIP funds are intended to help City departments reduce their trash sent to the landfill. One major project approved for 2013 is Water Utilities’ Stormwater Division plans to buy equipment to create a soils recovery facility. The new screening capability that Stormwater will use on excavated soils will enable crews to process waste materials into a variety of soil and structural fill products. This project is expected to reduce Utilities’ landfill usage from an annual average of about 11,000 cubic yards per year down to as little as 5,000 cubic yards. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on First Reading. 46 ORDINANCE NO. 077, 2013 OF THE COUNCIL OF THE CITY OF FORT COLLINS APPROPRIATING PRIOR YEAR RESERVES IN THE GENERAL FUND FOR WASTE REDUCTION AND DIVERSION PROJECTS APPROVED BY THE WASTE INNOVATION PROGRAM WHEREAS, in 2010, the City created the Waste Innovation Program (the “WIP”) fund, where revenues collected for the program are held in a reserve account in the General Fund to pay for projects that improve the City's ability to divert waste from municipal activities from being disposed of in the Larimer County Landfill; and WHEREAS, the funds are used to administer grants that allow City departments to initiate new waste diversion and recycling projects with emphasis on departments that have larger quantities of waste that is self-hauled to the Larimer County Landfill; and WHEREAS, an interdepartmental group of employees participate as liaisons for incorporating waste reduction into City practices, promoting recycling strategies, and awarding WIP funds when requests are received from participating City departments; and WHEREAS, the group has approved one major project for 2013 by the Water Utilities Stormwater Division (“Utilities”) including the processing of waste materials into a variety of soil and structural fill products; and WHEREAS, the project will reduce Utilities’ landfill usage from about 11,000 cubic yards per year down to approximately 5,000 cubic yards per year; and WHEREAS, other waste reduction and diversion projects are ready for review for possible WIP funding; and WHEREAS, Article V, Section 9, of the City Charter permits the City Council to appropriate by ordinance at any time during the fiscal year such funds for expenditure as may be available from reserves accumulated in prior years, notwithstanding that such reserves were not previously appropriated. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS that there is hereby appropriated for expenditure from prior year reserves in the General Fund the sum of ONE HUNDRED THIRTY FIVE THOUSAND FIVE HUNDRED SIXTY DOLLARS ($135,560) for waste reduction and diversion projects approved by the Waste Innovation Program. 47 Introduced, considered favorably on first reading, and ordered published this 4th day of June, A.D. 2013, and to be presented for final passage on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk Passed and adopted on final reading on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk 48 DATE: June 18, 2013 STAFF: Jon Haukaas, Ken Sampley Chris Lochra AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 8 SUBJECT Second Reading of Ordinance No. 078, 2013 Appropriating Unanticipated Grant Revenue into the Stormwater Fund, and Authorizing the Transfer of Existing Appropriations from the Flood Mapping/Stream Gaging Capital Project to the Post Fire Flood Warning Grant Project for Early Flood Warning Capabilities. EXECUTIVE SUMMARY This Ordinance, unanimously adopted on First Reading on June 4, 2013, appropriates funds received from a State of Colorado grant totaling $17,881. The grant funds will be used to enhance early flash flood warning capabilities due to the increased risk of flooding caused by the High Park Fire. Existing appropriations will be used for the match of $5,960. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on Second Reading. ATTACHMENTS 1. Copy of First Reading Agenda Item Summary - June 4, 2013 (w/o attachments) 49 COPY COPY COPY ATTACHMENT 1 DATE: June 4, 2013 STAFF: Jon Haukaas, Ken Sampley Chris Lochra AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 15 SUBJECT First Reading of Ordinance No. 078, 2013 Appropriating Unanticipated Grant Revenue into the Stormwater Fund, and Authorizing the Transfer of Existing Appropriations from the Flood Mapping/Stream Gaging Capital Project to the Post Fire Flood Warning Grant Project for Early Flood Warning Capabilities. EXECUTIVE SUMMARY The Stormwater Utility has received a grant from the State of Colorado totaling $17,881. The grant funds will be used to enhance early flash flood warning capabilities due to the increased risk of flooding caused by the High Park Fire. Existing appropriations will be used for the match of $5,960. BACKGROUND / DISCUSSION Initial Grant ($10,958) As a result of the High Park Fire, vegetative cover has been lost and an increased volume of stormwater runoff and debris is now anticipated. In addition, runoff velocities are projected to increase significantly. The City of Fort Collins will install a new streamflow sensor in the Cache la Poudre Canyon to provide an additional one to two (1 – 2) hours of flash flood warning time above that currently available from the existing sensor located at the mouth of the canyon. Data will be received into the existing City Stormwater Floodwarning System and available to Stormwater utility on-call staff to assist with the evaluation and appropriate implementation of emergency response and public notification. Amendment 1 ($6,923) This grant funding will provide enhanced reception and utility of Poudre River in-stream water quality data from equipment that was installed post-fire in order to monitor water quality conditions upstream of the City’s Water Treatment Plant (WTP) intake. When certain water quality parameters are exceeded, the intake should be closed to prevent costly treatment measures and potential damage to the WTP. Currently, when stream water quality deteriorates past certain thresholds, the WTP Operators receive text message alarms directing them to close the WTP Poudre River intake. This new equipment will provide real-time water quality data directly to the Operators control screens, allowing them to evaluate stream conditions dynamically and receive alarms both visually and via text message. The equipment will be installed by July 31, 2013. FINANCIAL / ECONOMIC IMPACTS The early flood warning and water quality monitoring will contribute to enhanced emergency response and public notification in case of flooding and will assist in determining when the Poudre River WTP intake should be closed. The grant requires a 25% match ($5,960). The Ordinance provides for the matching funds to be transferred from existing capital Stormwater appropriations for stream gaging. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on First Reading. 50 ORDINANCE NO. 078, 2013 OF THE COUNCIL OF THE CITY OF FORT COLLINS APPROPRIATING UNANTICIPATED GRANT REVENUE INTO THE STORMWATER FUND, AND AUTHORIZING THE TRANSFER OF EXISTING APPROPRIATIONS FROM THE FLOOD MAPPING/STREAM GAGING CAPITAL PROJECT TO THE POST FIRE FLOOD WARNING GRANT PROJECT FOR EARLY FLOOD WARNING CAPABILITIES WHEREAS, Stormwater Utility has received two grants from the State of Colorado totaling $17,881 that will be used to enhance early flash flood warning capabilities due to the increased risk of flooding caused by conditions existing after the High Park Fire (the “Project”); and WHEREAS, the initial grant of $10,958 will allow the City to install a new streamflow sensor in the Cache la Poudre Canyon to provide an additional one to two hours of flash flood warning time above that currently available from the existing sensor located at the mouth of the canyon; and WHEREAS, the second grant of $6,923 will allow the City to provide enhanced reception and utility of Poudre River in-stream water quality data from equipment that was installed post-fire in order to monitor water quality conditions upstream of the City’s Water Treatment Plant (WTP) intake; and WHEREAS, the State of Colorado grants require a 25% local funding match, totaling $5,960, which will be transferred from existing appropriations in the Flood Mapping/Stream Gaging stormwater capital project to the Post Fire Flood Warning grant project (for a total project cost of $23,841); and WHEREAS, the Project will contribute to enhanced emergency response and public notification in case of flooding and will assist in determining when the Poudre River WTP intake should be closed; and WHEREAS, Article V, Section 9, of the City Charter permits the City Council to make supplemental appropriations by ordinance at any time during the fiscal year, provided that the total amount of such supplemental appropriations, in combination with all previous appropriations for that fiscal year, does not exceed the current estimate of actual and anticipated revenues to be received during the fiscal year; and WHEREAS, City staff have determined that the appropriation of the revenue as described herein will not cause the total amount appropriated in the Stormwater Fund to exceed the current estimate of actual and anticipated revenues to be received in that fund during any fiscal year; and WHEREAS, Article V, Section 10, of the City Charter authorizes the City Council to transfer by ordinance any unexpended and unencumbered appropriated amount or portion thereof from one fund or capital project to another fund or capital project, provided that the purpose for which the transferred funds are to be expended remains unchanged. 51 NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS as follows: Section 1. That there is hereby appropriated for expenditure from unanticipated grant revenue in the Stormwater Fund the sum of SEVENTEEN THOUSAND EIGHT HUNDRED EIGHTY-ONE DOLLARS ($17,881) for the Post Fire Flood Warning grant project. Section 2. That the unexpended appropriated amount of FIVE THOUSAND NINE HUNDRED SIXTY DOLLARS ($5,960) in the Flood Mapping/Stream Gaging capital project is authorized for transfer to the Post Fire Flood Warning grant project and appropriated therein for expenditure on the Project. Introduced, considered favorably on first reading, and ordered published this 4th day of June, A.D. 2013, and to be presented for final passage on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk Passed and adopted on final reading on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk 52 DATE: June 18, 2013 STAFF: John Stokes Daylan Figgs AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 9 SUBJECT Second Reading of Ordinance No. 079, 2013, Authorizing the Use of the Noonan Tract and the Bowes Homestead Tract as Match for a Neotropical Migratory Bird Conservation Act Grant Administered by the U.S. Fish and Wildlife Service. EXECUTIVE SUMMARY This Ordinance, unanimously adopted on First Reading on June 4, 2013, authorizes the use of a recent acquisition of 280 acres at Soapstone Prairie Natural Area as match towards a Neotropical Migratory Bird Conservation Act grant, as well as management funds currently obligated in the Natural Areas Department (NAD) budget. Using the funds already spent as match towards this grant is a great secondary benefit for the City. The $200,000 grant will expand upon the Rocky Mountain Bird Observatory’s (RMBO) research and monitoring work to implement conservation strategies and management for 19 high priority grassland birds that breed within the Laramie Foothills Mountains to Plains Project and 27 high priority species at wintering sites in the Chihuahua Desert of Mexico. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on Second Reading. ATTACHMENTS 1. Copy of First Reading Agenda Item Summary - June 4, 2013 (w/o attachments) 53 COPY COPY COPY ATTACHMENT 1 DATE: June 4, 2013 STAFF: John Stokes Daylan Figgs AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 16 SUBJECT First Reading of Ordinance No. 079, 2013, Authorizing the Use of the Noonan Tract and the Bowes Homestead Tract as Match for a Neotropical Migratory Bird Conservation Act Grant Administered by the U.S. Fish and Wildlife Service. EXECUTIVE SUMMARY The City will use a recent acquisition of 280 acres at Soapstone Prairie Natural Area (Soapstone Prairie) as match towards the grant, as well as management funds currently obligated in the Natural Areas Department (NAD) budget. Using the funds already spent as match towards this grant is a great secondary benefit for the City. The $200,000 grant will expand upon Rocky Mountain Bird Observatory’s (RMBO) research and monitoring work to implement conservation strategies and management for 19 high priority grassland birds that breed within the Laramie Foothills Mountains to Plains Project and 27 high priority species at wintering sites in the Chihuahua Desert of Mexico. This will be the fifth such match authorized as the City, in partnership with RMBO, has been successful on four previous grant applications. The previous partnership efforts have resulted in a broader understanding of the grasslands bird species that nest on Soapstone Prairie and the contiguous Meadow Springs Ranch, and has contributed to the conservation of these species’ winter ranges in Mexico. BACKGROUND / DISCUSSION The Rocky Mountain Bird Observatory, in partnership with NAD, the American Bird Conservancy, Cornell Lab of Ornithology, and the Universidad Autónoma de Chihuahua, submitted a Neotropical Migratory Bird Conservation Act Grant to implement actions to improve and restore habitat for priority grassland birds on their wintering and breeding grounds. Neotropical birds are a group of birds that breed and raise young in the United States and Canada and migrate to the warmer climates to winter in Mexico, Central America, South America and the Caribbean. This category of bird species includes high priority grassland birds found on Soapstone Prairie, Meadow Springs Ranch, and other properties in the Laramie Foothills Mountains to Plains (LFMTP) project area. The importance of the LFMTP area to 19 high priority grassland birds has been documented through work performed by RMBO and NAD and is reflected in the adopted Soapstone Prairie Natural Area Management Plan. However, the LFMTP area lies only within the breeding range of these species and has no influence on the conservation of these important species and their habitat within their wintering grounds. In this phase of the U.S.-Mexico Grassland Bird Conservation project, the focus will shift toward the implementation of actions to improve and restore habitat for priority grassland birds on their wintering and breeding grounds. The proposed actions focus primarily on increasing habitat availability and suitability for Sprague’s Pipit populations in key wintering areas in Chihuahua, Mexico that are threatened by accelerating habitat destruction and degradation. The second component of the project will focus on increasing habitat availability and suitability for Mountain Plover populations at an important breeding site in Colorado that is threatened by impacts caused by sylvatic plague epidemics, prairie dog control, oil and gas development and recreational use. The proposed work will also directly benefit up to 18 other high-priority grassland birds within the Laramie Foothills, and 27 high priority species at the wintering sites in Chihuahua. Monitoring efforts within the Laramie Foothills funded by past Neotropical Bird Grants have included extensive point count surveys and demographic monitoring of grassland bird productivity on Soapstone Prairie. NAD is using the point count data to identify important bird resources, breeding sites and habitats that warrant special management attention, guide potential impacts away from sensitive species and habitats, and track population changes over time and in response to management and other influences. In addition, NAD is using the reproductive and demographic data to determine baseline reproductive rates and assess affects of recreation and grazing management. Active monitoring has also helped guide management in response to a recent plague event that severely reduced active prairie dog colonies and reduced the Mountain Plover population from 50-60 birds in 2008 to just 12 birds in 2011. Due in part to ongoing monitoring, NAD was able to employ a variety of management techniques such as dusting for flea control 54 COPY COPY COPY June 4, 2013 -2- ITEM 16 within the few remaining prairie dog colonies, prescribed fire, and strategic grazing in order to prevent the last of the prairie dogs and Mountain Plovers from disappearing. Monitoring will continue through the use of grant funds to track the effects of management efforts on grassland bird density and distribution and will be used to help guide decisions concerning the potential for impacts associated with energy development. Monitoring efforts will focus on Neotropical birds associated with black-tailed prairie dog colonies and within the Foothills Shrublands (mountain mahogany) and Salt desert scrub (four-wing saltbush) ecological systems. This information will inform management decisions and the sustainable stewardship of Soapstone Prairie. This project will be coordinated and implemented by RMBO, in cooperation with NAD, American Bird Conservancy (ABC), Pronatura Noreste, the Universidad Autónoma de Chihuahua and the Cornell Lab of Ornithology, and in coordination with the State of Chihuahua’s Secretary of Urban Development and Ecology, the Rio Grande Joint Venture, the Chihuahuan Desert Grassland Regional Alliance, Cuenca Los Ojos Foundation, local communities and private ranchers in Chihuahua, and representatives from INIFAP (National Forestry and Agricultural Research Institute) and SAGARPA (Secretary of Agriculture, Ranching, Rural Development, Fisheries, and Food supply) in Mexico. A unique feature of this project is that it involves a broad-based collaboration among international, regional, and local organizations from public, private, and NGO sectors, and most entities are contributing significant cash and in-kind resources and expertise to the project goals. This range-wide, integrated approach to grassland bird conservation includes two distinct but complementary projects that address high priority needs of grassland birds on both their breeding and wintering grounds. The NAD match for this $200,000 grant will come from the Department’s 2011 purchase of the 80 acre Noonan Tract and the 200 acre Bowes Homestead tract, both additions to Soapstone Prairie, and from funds used to manage Soapstone Prairie. The funds used to purchase the Noonan and Bowes Homestead tracts are not federal in origin and have not been used to match other Federal grant funding sources. Of the grant dollars received, approximately $75,000 will be spent locally on RMBO staff salaries and overhead. The remainder of the funds will be used to support the project in Mexico. RMBO will administer the grant. In order for this land purchase to be considered as match for the USFWS grant, the City will be required to record a “Notice of Grant Requirements” that will require the City to be bound by the terms of the grant agreement for the grant, to ensure the long term conservation of the property, and to obtain the consent of the USFWS prior to transfer or encumbrance of the property. The City will also enter into an agreement with RMBO obligating RMBO to comply with the terms of the grant agreement. FINANCIAL / ECONOMIC IMPACTS The City will use the purchase of the 80 acre Noonan Tract and the 200 acre Bowes Homestead tract (see Attachment 1) and funds already obligated for the management of Soapstone Prairie as match toward the grant. This will not obligate any additional funds but will provide a secondary benefit to the funds already spent to acquire this portion of Soapstone Prairie and already obligated for management of the property. The two new tracts are managed as part of Soapstone Prairie and are already conserved by NAD. The Rocky Mountain Bird Observatory will receive $200,000 from USFWS to fund conservation work within the Laramie Foothills Mountains to Plains project area, and in the Chihuahuan Desert of Mexico. Of the grant dollars received, approximately $75,000 will be spent locally on RMBO staff salaries and overhead. The remainder of the funds will be used to support the project in Mexico. RMBO will administer the grant. ENVIRONMENTAL IMPACTS The Soapstone Prairie Natural Area Management Plan (adopted in 2007) identifies ecological and cultural values of highest priority and sets in place management objectives for the property. Activities identified in the 2013-2014 BFO budget cycle focus on evaluating management efforts to increase and sustain a black-tailed prairie dog complex between 3,000 and 4,000 acres. Black-tailed prairie dogs are considered a keystone species within the shortgrass prairie ecosystem, are closely tied to several conservation targets identified in the Soapstone Prairie Natural Area Management Plan, including grassland bird species such as mountain plover. In addition, continued monitoring of grassland and shrubland bird communities will be used to help guide management decisions. Grant dollars will be used to supplement funds identified for this budgeted activity and help to stretch the NAD budget even further. 55 COPY COPY COPY June 4, 2013 -3- ITEM 16 The NAD has built a successful partnership with RMBO to fund conservation work of this type in the Laramie Foothills since 2005. RMBO is a local conservation organization dedicated to the conservation of birds. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on First Reading. BOARD / COMMISSION RECOMMENDATION The Land Conservation and Stewardship Board considered the grant project at its March 14, 2012 meeting and unanimously recommended that Council adopt the Ordinance to authorize the use of funds to purchase the Noonan tract and Bowes Homestead tract by the Natural Areas Department as match for a Neotropical Migratory Bird Conservation Act Grant administered by the U.S. Fish and Wildlife Service and to place a Notice of Grant Agreement on the Noonan and Bowes Homestead tracts. PUBLIC OUTREACH Public outreach specific to this grant was not conducted. The purpose of the grant is to implement monitoring objectives outlined in the Soapstone Prairie Natural Area Management Plan. This Plan was adopted after public review and comment. ATTACHMENTS 1. Parcels used as match for 2012 Neotropical Migratory Bird grant 2. Land Conservation and Stewardship Board minutes 56 ORDINANCE NO. 079, 2013 OF THE COUNCIL OF THE CITY OF FORT COLLINS AUTHORIZING THE USE OF THE NOONAN TRACT AND THE BOWES HOMESTEAD TRACT AS MATCH FOR A NEOTROPICAL MIGRATORY BIRD CONSERVATION ACT GRANT ADMINISTERED BY THE U.S. FISH AND WILDLIFE SERVICE WHEREAS, in March 2008, the City Council adopted Ordinance No. 037, 2008, authorizing the use of the City’s Zimmerman Conservation Easement as a matching contribution for a Neotropical Migratory Bird Conservation Act Grant administered by the U.S. Fish and Wildlife Service (“FWS”); and WHEREAS, in April 2009, the City Council adopted Ordinance No. 032, 2009, authorizing the use of a 440-acre portion of Bernard Ranch as a matching contribution for a Neotropical Migratory Bird Conservation Act Grant administered by the FWS; and WHEREAS, in May, 2010, the City Council adopted Ordinance No. 053, 2010, authorizing the use of a different 660-acre portion of Bernard Ranch as a matching contribution for a Neotropical Migratory Bird Conservation Act Grant administered by the FWS; and WHEREAS, the City has worked cooperatively with the Rocky Mountain Bird Observatory (“RMBO”) to carry out the terms of the previous grant projects involving the study of neotropical birds, a category of bird species that includes high priority grassland birds found on Soapstone Prairie Natural Area; and WHEREAS, two recent additions to Soapstone Prairie known as the Noonan tract and the Bowes Homestead tract, as shown on Exhibit “A”, attached and incorporated herein by this reference (collectively, the “Property”), have been identified as an appropriate area to be conserved as habitat for neotropical birds in the region; and WHEREAS, RMBO, together with other grant partners, is continuing to study neotropical birds and has applied for an additional grant of $200,000 from FWS; and WHEREAS, RMBO hopes to use this new grant to continue its neotropical bird study as part of the Laramie Foothills Mountain to Plains Project, which includes Soapstone and other geographical areas that the birds inhabit; and WHEREAS, the FWS grant terms will require RMBO to match the grant funds awarded; and WHEREAS, the funds already expended by the City to purchase the Property may be used to match the grant funds awarded by FWS to RMBO; and WHEREAS, in order to commit the Property as the matching contribution for the FWS grant, FWS will require that the City record a Notice of Grant Requirements in the real property records of the Larimer County Clerk and Recorder for the Property; and 57 WHEREAS, the Notice of Grant Requirements requires the City to be bound by the terms of the grant agreement between FWS and RMBO, including the obligation to ensure the long term conservation of the Property and to obtain the consent of the FWS prior to conveying or encumbering the Property; and WHEREAS, the City’s consent to these restrictions on its property constitutes an encumbrance on the City’s real property; and WHEREAS, the City will also enter into an agreement with RMBO requiring RMBO to comply with the terms of the grant agreement between FWS and RMBO; and WHEREAS, the data acquired from the study will allow City staff to more effectively form conservation strategies and manage high priority grassland birds that are found at Soapstone; and WHEREAS, under Section 23-111 of the Code of the City of Fort Collins, the City Council is authorized to sell or otherwise dispose of any and all interests in real property owned in the name of the City, provided that the City Council first finds, by ordinance, that such sale or disposition is in the best interests of the City. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS as follows: Section 1. That the Council hereby finds that use of the Noonan and Bowes Homestead tracts as a match towards a U.S. Fish and Wildlife Service Grant to the Rocky Mountain Bird Observatory, including execution and recording of a Notice of Grant Requirements as described herein, is in the best interests of the City. Section 2. That the Mayor is hereby authorized to execute a Notice of Grant Requirements consistent with the terms of this Ordinance, along with such other terms and conditions as the City Manager, in consultation with the City Attorney, determines are necessary or appropriate to protect the best interests of the City, including, but not limited to, any necessary changes to the legal description of the Property to be encumbered, as long as such changes do not materially increase the size or change the character of the Property. Introduced, considered favorably on first reading, and ordered published this 4th day of June, A.D. 2013, and to be presented for final passage on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk -2- 58 Passed and adopted on final reading on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk -3- 59 EXHIBIT A Legal Descriptions Noonan Tract: The South One-half of the Southeast Quarter of Section 11, Township 11 North, Range 69 West of the 6 th P.M., Larimer County, State of Colorado. Bowes Homestead Tract: The E1/2 of the NE ¼, the N1/2 of the SE ¼ and the NE ¼ of the SW1/4 of Section 24, Township 11 North, Range 69 West of the 6 th P.M., County of Larimer, State of Colorado. 60 DATE: June 18, 2013 STAFF: Ginny Sawyer AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 10 SUBJECT Second Reading of Ordinance No. 080, 2013, Authorizing Amendments to the Intergovernmental Agreement Between the City and Poudre School District Pertaining to the Land Dedication and In-Lieu Fee Requirements Contained in Such Agreement. EXECUTIVE SUMMARY Since 1998, the City of Fort Collins has collected a fee-in-lieu of land dedication for both Poudre School District and Thompson School District. These fees allow a residential developer to pay a school site fee to the School Districts rather than dedicate a parcel of land to the District for development of future schools. The ability of the school districts to require land dedication is authorized under Colorado Law. Fees are reviewed every two years and, in 2011, the Poudre School District reduced fee amounts by 11 percent. This Ordinance, unanimously adopted on First Reading on June 4, 2013, will increase the amount of the fees the District receives by 6.9 percent. The School District is requesting an increase in the fees collected because of an increase in land values and cost per acreage. This fee amount was reviewed and approved by the Poudre School Board in February 2013. Thompson School District will not be adjusting fees in 2013. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on Second Reading. ATTACHMENTS 1. Copy of First Reading Agenda Item Summary - June 4, 2013 (w/o attachments) 61 COPY COPY COPY ATTACHMENT 1 DATE: June 4, 2013 STAFF: Ginny Sawyer Ed Holder, Poudre School District AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 17 SUBJECT Public Hearing and First Reading of Ordinance No. 080, 2013, Authorizing Amendments to the Intergovernmental Agreement Between the City and Poudre School District Pertaining to the Land Dedication and In-Lieu Fee Requirements Contained in Such Agreement. EXECUTIVE SUMMARY Since 1998, the City of Fort Collins has collected a fee-in-lieu of land dedication for both Poudre School District and Thompson School District. These fees allow a residential developer to pay a school site fee to the School Districts rather than dedicate a parcel of land to the District for development of future schools. The ability of the school districts to require land dedication is authorized under Colorado Law. Fees are reviewed every two years and in 2011the Poudre School District reduced fee amounts by 11 percent. This ordinance will increase the amount of the fees the district receives by 6.9 percent. The school district is requesting an increase in the fees collected because of an increase in land values and cost per acreage. This fee amount was reviewed and approved by the Poudre School Board in February 2013. Thompson School District will not be adjusting fees in 2013. BACKGROUND / DISCUSSION In April 1998, the City of Fort Collins and Thompson and Poudre School Districts entered into Intergovernmental Agreements regarding land dedication for new developments, including a provision for fees-in-lieu of land dedication. Poudre School District has asked that the amount of the fees be increased to reflect the current cost of acquiring school sites. Thompson School District has not requested a change. The City’s Intergovernmental Agreement (IGA) with Poudre School District allows for periodic updates to the fees and land dedication requirements. Since adoption of the IGA, fees have been adjusted in 2001, 2006, and 2011. Fees are based on a number of factors including school site size, student population projections, enrollment capacities of each type of school (elementary, junior high and high schools), and the cost of developed land within the school district. Site sizes and enrollment capacities are set by School District policy. School Districts in Colorado are allowed by State law to either require school site dedications from residential developers or collect a fee-in-lieu of such land dedication. The calculation of this fee must be closely tied to the cost of land to be dedicated, as well as the factors listed above. This fee increase is at the request of PSD and is based on a land value analysis performed for the District in late 2012 (Attachment 2). The effect of the proposed change in per dwelling unit costs would be as follows: Poudre School District Fee per dwelling unit: Current Fee Revised Fee 1-4 attached dwelling units $1,600 $1,710 5 or more attached dwelling units $ 800 $ 855 62 COPY COPY COPY June 4, 2013 -2- ITEM 17 The Intergovernmental Agreement requires that the City conduct a public hearing prior to any changes in the fee or land requirement. The Poudre School District Board has reviewed its methodology for this program and requested that the City Council approve this revision. The detailed methodology for calculating the fees are provided in Exhibits A and B of the Ordinance. FINANCIAL / ECONOMIC IMPACTS The proposed Ordinance will not have a financial impact on the City of Fort Collins because the fees are collected on behalf of Poudre School District. Revenues from the fees will pass through City accounts and will not affect City revenue limits under Article X, Section 20. This Ordinance implements a fee increase requested by Poudre School District. The increased fee will raise the cost of residential development in the community collected at the time of building permit by $110 per single family unit Multi- family unit fees (over 5 units) are increased by $55 per dwelling unit. This is a 6.9% increase. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on First Reading. PUBLIC OUTREACH This action was reviewed and approved at the February 26, 2013 Poudre School District Board Meeting. ATTACHMENTS 1. PSD Board of Education Agenda Item Summary, February 26, 2013 2. Real Estate Analysis, November 16, 2012 3. PSD Board of Education Exhibit A and B 4. Intergovernmental Agreement between the City and PSD 63 ORDINANCE NO. 080, 2013 OF THE COUNCIL OF THE CITY OF FORT COLLINS AUTHORIZING AMENDMENTS TO THE INTERGOVERNMENTAL AGREEMENT BETWEEN THE CITY AND POUDRE SCHOOL DISTRICT PERTAINING TO THE LAND DEDICATION AND IN-LIEU FEE REQUIREMENTS CONTAINED IN SUCH AGREEMENT WHEREAS, on April 21, 1998, the City entered into an intergovernmental agreement with the Poudre School District, which agreement provides for the dedication of land by developers in the City to said school district for the construction of new schools needed to offset the impacts of their development, or, in the alternative, for the payment of a fee in-lieu of such dedication (the “School Agreement”); and WHEREAS, the requirements imposed upon developers pursuant to the School Agreement have been embodied in the Chapter 7.5 of the City Code; and WHEREAS, Section 7.5-48(d) of the City Code states, in essence, that the amount of the in- lieu fee to be paid by developers is to be established by the School Agreement and is to be equal to the fair market value of the property that could otherwise be required to be reserved for future dedication to the school district; and WHEREAS, Section 7.5-51(b) of the City Code calls for review by the City Council, at least every two years, of the land dedication and in-lieu fee schedule requirements attached to the School Agreement as Exhibit “A” (pertaining to school district planning standards) and Exhibit “B” (methodology for calculating the in-lieu fee); and WHEREAS, Section 1 of the School Agreement states that the school planning standards (Exhibit “A”) should be reviewed annually by the school district and the City and adjusted by mutual agreement as needed, and paragraph 5(a) of such agreement states that both the standards and methodology are to be updated annually; and WHEREAS, the School Agreement, as well as Section 7.5-51(b) of the City Code, require that a public hearing be held by the City before any changes in the amount of the in-lieu fee; and WHEREAS, the Poudre School District has adopted proposed revisions to Exhibits “A” and “B” to the agreement with the City and have requested that the City Council approve the same; and WHEREAS, after a public hearing regarding the proposed changes, the City Council believes that the proposed revisions to said Exhibits “A” and “B” are in the best interests of the City. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS as follows: 64 Section 1. That the amended Exhibits “A” and “B” of the Poudre School District Agreement, which Exhibits are attached hereto and incorporated herein by this reference, are hereby approved by the City Council. Section 2. That the Mayor is hereby authorized to execute, on behalf of the City, addenda to the School Agreements reflecting the amendments authorized by this Ordinance. Introduced, considered favorably on first reading, and ordered published this 4th day of June, A.D. 2013, and to be presented for final passage on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk Passed and adopted on final reading on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk 65 66 67 DATE: June 18, 2013 STAFF: Tawyna Ernst AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 11 SUBJECT Second Reading of Ordinance No. 081, 2013 Authorizing Dryland Farm Leases to Harry Sauer on Long View Farm Open Space, Prairie Ridge Natural Area, and Coyote Ridge Natural Area. EXECUTIVE SUMMARY The City of Fort Collins Natural Areas Department is a minority owner in Long View Farm Open Space and Prairie Ridge Natural Area, and is the sole owner of the McKee parcel within Coyote Ridge Natural Area. The majority owners of Long View and Prairie Ridge are Larimer County and the City of Loveland respectively. All three properties are leased by Harry Sauer for dryland wheat production and have been since the time of purchase of the properties by the Cities and County. Intergovernmental Agreements state which agency has management authority and receives the lease revenues for each property. As current leases expire on the properties, all three entities have worked collaboratively to create leases with similar terms and have advertised the properties for lease via one Request for Proposals process. This Ordinance, unanimously adopted on First Reading on June 4, 2013, authorizes dryland farm leases to Harry Sauer on these areas. The new leases have a higher lease rate and more contemporary language. Restoration of the dryland wheat to native grasses on the McKee parcel will continue at the same pace as in the past and it will nearly be completely restored to native grasslands by the end of the lease term of five years. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on Second Reading. ATTACHMENTS 1. Copy of First Reading Agenda Item Summary - June 4, 2013 (w/o attachments) 68 COPY COPY COPY ATTACHMENT 1 DATE: June 4, 2013 STAFF: Tawyna Ernst AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 18 SUBJECT First Reading of Ordinance No. 081, 2013 Authorizing Dryland Farm Leases to Harry Sauer on Long View Farm Open Space, Prairie Ridge Natural Area, and Coyote Ridge Natural Area. EXECUTIVE SUMMARY The City of Fort Collins Natural Areas Department is a minority owner in Long View Farm Open Space and Prairie Ridge Natural Area, and is the sole owner of the McKee parcel within Coyote Ridge Natural Area. The majority owners of Long View and Prairie Ridge are Larimer County and the City of Loveland respectively. All three properties are leased by Harry Sauer for dryland wheat production and have been since the time of purchase of the properties by the Cities and County. Intergovernmental Agreements state which agency has management authority and receives the lease revenues for each property. As current leases expire on the properties, all three entities have worked collaboratively to create leases with similar terms and have advertised the properties for lease via one Request for Proposals process. The new leases have a higher lease rate and more contemporary language. Restoration of the dryland wheat to native grasses on the McKee parcel will continue at the same pace as in the past and it will nearly be completely restored to native grasslands by the end of the lease term of five years. BACKGROUND / DISCUSSION In 1997, the 479-acre Long View Farm Open Space was purchased by Larimer County, the City of Fort Collins and the City of Loveland, with an ownership split of 50%, 33%, and 17%, respectively. At the time of acquisition, an Intergovernmental Agreement (IGA) was also drafted. Per the terms of the IGA, the County manages the property and administers the agricultural lease, and receives all rental income from the property. In 2000, the 785-acre Prairie Ridge Natural Area was acquired from Harry Sauer by Loveland (75% ownership) and Fort Collins (25% ownership). Per the terms of the IGA, Loveland manages the property and the agricultural lease, and receives all rental income from the property. In 1997, Fort Collins acquired the 973-acre McKee Farm parcel of Coyote Ridge Natural Area. Fort Collins owns and manages the property entirely with no shared ownership or management with other entities. Mr. Sauer farmed all three properties prior to City and County ownership, and has continued farming under the existing leases that are set to expire in 2013. RFP Process In the fall of 2011, a Request for Proposal (RFP) was conducted by Fort Collins for dryland farming leases on all three properties. Mr. Sauer’s proposal was selected. The new agricultural lease reflects the terms and conditions outlined in the proposal. Fort Collins, Loveland, and Larimer County worked together to draft leases for each Property that are nearly identical in terms with several minor exceptions. The lease rate and the large majority of terms for all three leases are the same. These consistent lease terms will allow consistency and ease of management across the three adjacent properties and provide Mr. Sauer with essentially one set of lease terms to adhere to. Lease Terms Mr. Sauer will lease Long View, Prairie Ridge, and McKee for a period of five (5) years beginning August 1, 2013 and expiring no later than July 31, 2018. The lease rate will be $20/acre of farmed land annually for each property. Mr. Sauer will receive 100% of the Crop Flexibility payments from the Farm Service Agency, and is responsible for any and all costs associated with crop production, insect control and noxious weed control. In addition, the lease terms have been updated to a more contemporary format with more preferable terms. 69 COPY COPY COPY June 4, 2013 -2- ITEM 18 Restoration Over the past five years, Fort Collins has restored approximately 50 acres of farmland annually to native grasslands on McKee. Currently, Fort Collins plans to continue restoration efforts on McKee at the same pace; approximately 50 acres of farmable acreage will remain on the property by the end of this lease term, which will be restored the following year. The McKee lease details this restoration and Mr. Sauer will work cooperatively with Fort Collins to farm the remaining portion of the property. FINANCIAL / ECONOMIC IMPACTS The rent payments from Long View and Prairie Ridge will be retained by Larimer County and Loveland, respectively, per the respective IGAs. The McKee lease rate is roughly double the previous rate, and Mr. Sauer will be responsible for all management on the lease area of the property. The City will receive all rental income from the McKee property. ENVIRONMENTAL IMPACTS There are no significant environmental impacts to Fort Collins. The properties’ land use will not change and existing farming practices and restoration efforts will continue unchanged. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on First Reading. BOARD / COMMISSION RECOMMENDATION At its May 8, 2013 meeting, the Land Conservation and Stewardship Board voted unanimously to recommend that City Council approve three leases with Harry Sauer to farm dryland winter wheat on portions of Long View Farm Open Space, Prairie Ridge Natural Area and Coyote Ridge Natural Area. ATTACHMENTS 1. Location Map 2. Farmable Acreage Map 3. Land Conservation and Stewardship Board minutes, May 8, 2013 70 ORDINANCE NO. 081, 2013 OF THE COUNCIL OF THE CITY OF FORT COLLINS AUTHORIZING DRYLAND FARM LEASES TO HARRY SAUER ON LONG VIEW FARM OPEN SPACE, PRAIRIE RIDGE NATURAL AREA, AND COYOTE RIDGE NATURAL AREA WHEREAS, in 1997 the City, Larimer County (“County”) and the City of Loveland (“Loveland”) purchased a parcel of land located in Larimer County, Colorado known as Long View Farm Open Space, as described on Exhibit “A” attached and incorporated herein by reference (“Longview Farm”), with the City owning a 33% interest, the County 50%, and Loveland 17%; and WHEREAS, the City, County and Loveland purchased Longview Farm in accordance with an intergovernmental agreement dated April 14, 1997; and WHEREAS, in 2000, the City and Loveland purchased a parcel of land located in Larimer County, Colorado, known as Prairie Ridge Natural Area, as described on Exhibit “B” attached and incorporated herein by reference (“Prairie Ridge”), with the City owning a 25% interest and Loveland owning 75%; and WHEREAS, the City and Loveland purchased Prairie Ridge in accordance with an intergovernmental agreement dated March 22, 2000; and WHEREAS, the City is the owner of a parcel of land located in Larimer County, Colorado known as McKee Farm, which is part of Coyote Ridge Natural Area, as described on Exhibit “C” attached and incorporated herein by reference (“McKee Farm”); and WHEREAS, Longview Farm, Prairie Ridge and McKee Farm (collectively, the “Properties”) were all farmed by Harry Sauer prior to their acquisition by the City, County and Loveland, and Mr. Sauer has continued farming the Properties under various leases and lease extensions previously approved by the City Council; and WHEREAS, the Properties were purchased for open space and general natural areas purposes, which would be advanced by the continuation of dryland farming; and WHEREAS, in 2011 the City conducted a Request for Proposal process for new dryland farming leases on the Properties, and Mr. Sauer’s proposal was selected; and WHEREAS the City, County and Loveland have worked together to draft new leases for each of the Properties that are nearly identical in terms and conditions in order to allow consistency in management across the three Properties; and WHEREAS, the lease rate for each lease would be $20 per acre annually for a lease term of five years; and WHEREAS, the lease payments for Longview would be retained by the County, the lease payments for Prairie Ridge would be retained by Loveland, and the City would receive the lease payments for McKee Farm; and 71 WHEREAS, copies of the proposed lease agreements are on file in the office of the City Clerk and are available for inspection; and WHEREAS, under Section 23-111(a) of the City Code, the City Council is authorized to sell, convey or otherwise dispose of any and all interests in real property owned in the name of the City, provided that the City Council first finds, by ordinance, that such disposition is in the best interests of the City. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS as follows: Section 1. That the City Council hereby finds that leasing Longview Farm, Prairie Ridge, and the McKee Farm portion of Coyote Ridge Natural Area to Harry Sauer for dryland farming under the terms listed above is in the best interests of the City. Section 2. That the City Manager is hereby authorized to execute lease agreements for the Properties on terms and conditions consistent with this Ordinance, together with such additional terms and conditions as the City Manager, in consultation with the City Attorney, determines to be necessary or appropriate to protect the interests of the City, including, but not limited to, any necessary changes to the legal descriptions of the Properties, as long as such changes do not materially increase the size or change the character of the property to be leased. Introduced, considered favorably on first reading, and ordered published this 4th day of June, A.D. 2013, and to be presented for final passage on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk Passed and adopted on final reading on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk 72 Exhibit A 73 74 EXHIBIT B Legal Description of Prairie Ridge 75 EXHIBIT C 76 DATE: June 18, 2013 STAFF: Josh Weinberg AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 12 SUBJECT Second Reading of Ordinance No. 083, 2013, Designating the Johnson Farm Property, 2608 East Drake Road as a Fort Collins Landmark Pursuant to Chapter 14 of the City Code. EXECUTIVE SUMMARY This Ordinance, adopted by a vote of 6-0 (Campana recused) on First Reading on June 4, 2013, designates the Johnson Farm Property at 2608 East Drake Road as a Fort Collins Landmark. The owner of the property, Gino Campana of Johnson Farm LLC, is initiating this request. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on Second Reading. ATTACHMENTS 1. Copy of First Reading Agenda Item Summary - June 4, 2013 (w/o attachments) 77 COPY COPY COPY ATTACHMENT 1 DATE: June 4, 2013 STAFF: Josh Weinberg AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 26 SUBJECT First Reading of Ordinance No. 083, 2013, Designating the Johnson Farm Property, 2608 East Drake Road as a Fort Collins Landmark Pursuant to Chapter 14 of the City Code. EXECUTIVE SUMMARY The owner of the property, Gino Campana of Johnson Farm LLC, is initiating this request for Fort Collins Landmark designation for the Johnson Farm Property at 2608 East Drake Road. BACKGROUND / DISCUSSION The property is eligible for designation as a Fort Collins Landmark under Designation Standards 1, 2, and 3 for its association with significant historical events and persons, and also for its architectural significance to Fort Collins. The Johnson Farm is significant under Standard One (1) for its association with agricultural contexts in Fort Collins since the late nineteenth century, including the open range cattle industry, farming and ranching, and sheep raising. The property is additionally significant under Standard Two (2) for its association with several prominent Fort Collins citizens, including Charles Evans and the Johnson brothers: Elmer, Wesley, Edwin, and Harvey. The Johnsons first moved to Fort Collins in 1902 where they established multiple farms in the area. Throughout the twentieth century, the Johnsons thrived in farming and stock raising. One Johnson brother in particular, Harvey, exerted significant political influence in the city as President of the Water Supply and Storage Company and Mayor from 1963 to 1967. Furthermore, the property also holds significance under Standard Three (3). Its two farmhouses, built in the 1910s by Elmer Johnson, are excellent examples of vernacular agricultural architecture. Also, the Johnson barn, built around 1918, represents one of the city’s few remaining examples of a bank barn. It is built into the side of the land’s natural grade to provide livestock easier access to forage stored in the barn. FINANCIAL / ECONOMIC IMPACTS Recognition of the Johnson Farm Property at 2608 East Drake Road as a Fort Collins Landmark enables its owner to qualify for federal, state and local financial incentive programs available only to designated properties. Additionally, based upon research conducted by Clarion Associates, the property would see an increase in value following designation. Clarion Associates attributed this increase to the fact that future owners also qualify for the financial incentives; the perception that designated properties are better maintained; the appeal of owning a recognized historic landmark; and the assurance of predictability that design review offers. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on First Reading. BOARD / COMMISSION RECOMMENDATION At a public hearing held on April 10, 2013, the Landmark Preservation Commission voted unanimously 8-0 to recommend designation of this property under Designation Standards 1, 2, and 3 for its association with significant historical events and persons, and also for its architectural significance to Fort Collins. 78 COPY COPY COPY June 4, 2013 -2- ITEM 26 ATTACHMENTS 1. Location and Vicinity Maps 2. Historic Landmark Designation Nomination Form and Signed Consent Form 3. LPC Staff Report 4. Resolution 6, 2013, Landmark Preservation Commission, Recommending Landmark Designation of the Johnson Farm Property. 5. Photos of Property 6. PowerPoint presentation 79 ORDINANCE NO. 083, 2013 OF THE COUNCIL OF THE CITY OF FORT COLLINS DESIGNATING THE JOHNSON FARM PROPERTY, 2608 EAST DRAKE ROAD, FORT COLLINS, COLORADO, AS A FORT COLLINS LANDMARK PURSUANT TO CHAPTER 14 OF THE CODE OF THE CITY OF FORT COLLINS WHEREAS, pursuant to Section 14-2 of the City Code, the City Council has established a public policy encouraging the protection, enhancement and perpetuation of landmarks within the City; and WHEREAS, by Resolution dated April 10, 2013, the Landmark Preservation Commission (the "Commission") has determined that the Johnson Farm Property has significance to Fort Collins under Landmark Designation Standards (1), (2), and (3) for its association with significant historical events and persons, and also for its architectural significance to Fort Collins; and WHEREAS, the Commission has further determined that said property meets the criteria of a landmark as set forth in Section 14-5 of the Code and is eligible for designation as a Landmark, and has recommended to the City Council that said property be designated by the City Council as a landmark; and WHEREAS, the owner of the property, Gino Campana on behalf of Johnson Farm LLC, has consented to such landmark designation; and WHEREAS, such landmark designation will preserve the property's significance to the community; and WHEREAS, the City Council has reviewed the recommendation of the Commission and desires to approve such recommendation and designate said property as a landmark. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS as follows: Section 1. That the property known as the Johnson Farm Property, and the adjacent lands upon which the historical resources are located in the City of Fort Collins, Larimer County, Colorado, described as follows, to wit: Lot 1, Block 7 of Bucking Horse Filing Two, Located in Section 20, Township 7 North, Range 68 West of the 6th Principal Meridian, City of Fort Collins, State of Colorado. be designated as a Fort Collins Landmark according to City Code Chapter 14. Section 2. That the criteria in Section 14-48 of the City Code will serve as the standards by which alterations, additions and other changes to the buildings and structures located upon the above described property will be reviewed for compliance with Chapter 14, Article III, of the City Code. 80 Introduced, considered favorably on first reading, and ordered published this 4th day of June, A.D. 2013, and to be presented for final passage on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk Passed and adopted on final reading on the 18th day of June, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk 81 DATE: June 18, 2013 STAFF: Helen Matson, Craig Foreman AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 13 SUBJECT Postponement of Second Reading of Ordinance No. 084, 2013 Authorizing the Conveyance of Four Easements, a Temporary Construction Easement and a Revocable Permit on City Right-of-Way and City-Owned Property to Linden Bridges LLC for the Encompass-River District Block One Mixed Use Development to July 2, 2013. EXECUTIVE SUMMARY Encompass – River District Block One Mixed Use Development is a mixed use development at 418 Linden Street consisting of office space, residential space and a restaurant. The property is owned by Linden Bridges LLC. Several easements are required for this project for improvements in the right-of-way, bank stabilization and river enhancement, drainage and landscape areas. The Developer has requested that Second Reading of this Ordinance authorizing the conveyance of easements, be postponed until July 2, 2013, due to scheduling conflicts with the developer and the consultant. STAFF RECOMMENDATION Staff recommends postponement of the Ordinance on Second Reading to July 2, 2013. 82 DATE: June 18, 2013 STAFF: Darin Atteberry AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 14 SUBJECT First Reading of Ordinance No. 085, 2013, Appropriating Unanticipated Revenue in the General Fund to be Remitted to the Fort Collins Housing Authority to Fund Affordable Housing and Related Activities. EXECUTIVE SUMMARY The Fort Collins Housing Authority paid the City of Fort Collins $3,169 as the 2012 payments for public services and facilities. The Authority requests that the City refund those payments, also known as Payment in Lieu of Taxes (PILOT), to fund sorely needed affordable housing related activities and to attend to the low-income housing needs of Fort Collins residents. Resolution 1992-093 reinstated the requirement that the Authority make annual PILOT payments to the City. The City may spend the PILOT revenues as it deems appropriate in accordance with law, including remitting the funds to the Authority if the Council determines that such remittal serves a valid public purpose. The Council has annually remitted the PILOT payment to the Authority since 1992. BACKGROUND / DISCUSSION On December 16, 1971, the City and the Authority entered into a Cooperative Agreement which provided that the Authority must make annual PILOT payments to the City for the public services and facilities furnished by the City. In 1986, upon request of the Authority, the City Council adopted a resolution which relieved the Authority of its obligation to make the PILOT payments. Based on that resolution, the Authority did not make PILOT payments from 1987 through 1990. The Authority also received a refund from the City of PILOT payments for the years 1984, 1985 and 1986. In 1992, the City Council approved a change in the Cooperative Agreement to reinstate the requirement that the Authority make the annual PILOT payment. The change was done to clarify that PILOT payments are owed to the City and to avoid the possibility that the Department of Housing and Urban Development might require the Authority to return the PILOT payments to the federal government. Since that time, the City has refunded the annual PILOT payments to the Housing Authority. Staff recommends that the 2012 PILOT payments of $3,169 be appropriated as unanticipated revenue in the General Fund and remitted to the Authority with the recommendation that the Authority use the funds in the manner consistent with HUD guidelines. The intended use for the funds is affordable housing and related activities. FINANCIAL / ECONOMIC IMPACTS The City received unanticipated revenue from the Fort Collins Housing Authority in the amount of $3,169 as 2012 payments for public services and facilities. The revenue was placed in the General Fund. This Ordinance will allow the return of the funds to the Housing Authority to be used for affordable housing and related activities. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on First Reading. ATTACHMENTS 1. Letter from the Fort Collins Housing Authority, April 24, 2013 83 ATTACHMENT 1 84 ORDINANCE NO. 085, 2013 OF THE COUNCIL OF THE CITY OF FORT COLLINS APPROPRIATING UNANTICIPATED REVENUE IN THE GENERAL FUND TO BE REMITTED TO THE FORT COLLINS HOUSING AUTHORITY TO FUND AFFORDABLE HOUSING AND RELATED ACTIVITIES WHEREAS, the City has received a payment from the Fort Collins Housing Authority (the “Authority”) of $3,169 in satisfaction of its 2012 payment in lieu of taxes (“PILOTs”); and WHEREAS, the Authority has requested that the 2012 PILOT payment be appropriated by the City Council for expenditure by the Authority to fund much-needed affordable housing related activities and to attend to the housing needs of low-income Fort Collins residents; and WHEREAS, said payment of $3,169 was not projected as a revenue source in the 2012 City budget; and WHEREAS, the City may spend the PILOT revenues as it deems appropriate in accordance with law, including remitting the funds to the Authority if Council determines that such remittal serves a valid public purpose; and WHEREAS, the City Council has determined that the provision of affordable housing serves an important public purpose and is an appropriate use of these PILOT revenues; and WHEREAS, Article V, Section 9 of the City Charter permits the City Council to make supplemental appropriations by ordinance at any time during the fiscal year, provided that the total amount of such supplemental appropriations, in combination with all previous appropriations for that fiscal year, does not exceed the current estimate of actual and anticipated revenues to be received during the fiscal year; and WHEREAS, City staff has determined that the appropriation of the Authority PILOT payment as described herein will not cause the total amount appropriated in the General Fund to exceed the current estimate of actual and anticipated revenues to be received in that fund during any fiscal year. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS that there is hereby appropriated from unanticipated revenue in the General Fund the sum of THREE THOUSAND ONE HUNDRED SIXTY NINE DOLLARS ($3,169) to be remitted to the Fort Collins Housing Authority to fund affordable housing and related activities for Fort Collins residents consistent with the Federal Department of Housing and Urban Development guidelines. 85 Introduced, considered favorably on first reading, and ordered published this 18th day of June, A.D. 2013, and to be presented for final passage on the 2nd day of July, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk Passed and adopted on final reading on the 2nd day of July, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk 86 DATE: June 18, 2013 STAFF: John Stokes, Mark Sears Tawyna Ernst AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 15 SUBJECT First Reading of Ordinance No. 086, 2013, Authorizing the Conveyance of a Non-Exclusive Access Easement on Fossil Creek Wetlands Natural Area to Paragon Estates Homeowners Association. EXECUTIVE SUMMARY The Natural Areas Department intends to formalize its verbal agreement with Paragon Estates Homeowners Association (HOA) for access across an existing two-track road off Trilby Road to the HOA’s pumphouse. The pumphouse is located within an existing irrigation easement on Fossil Creek Wetlands Natural Area. The HOA’s current access has minimal impact to the Natural Area and no additional impacts are anticipated. Access would be solely for maintenance and operation of the facilities associated with the existing irrigation easement. No other access rights are to be conveyed. BACKGROUND / DISCUSSION The Natural Areas Department (NAD) acquired the northeast parcel of Fossil Creek Wetlands Natural Area (Fossil Creek Wetlands) from Paragon Investment Group, LLC (Paragon) in August 1995. Prior to this acquisition, Paragon had granted an irrigation and access easement to Paragon Point Partners, the forerunner to the Paragon Estates Homeowners Association (HOA) (see Attachment 2). This access route (which ran due west from the HOA’s property onto Fossil Creek Wetlands) was never formally developed and an alternate route down the existing two-track road on Fossil Creek Wetlands off Trilby Road was used. A formal easement was never written or executed; the access was rather granted via a verbal agreement. The HOA continued to use the two-track road after NAD acquired the property. After a question was raised regarding construction crews using the two-track to access the HOA property, NAD requested the historic access be formalized with a permanent access easement for the mutual benefit of both parties to clarify the type of access allowed. The two-track access road is also used by the Fort Collins-Loveland Water and Sewer District to access the District’s sewer line easement on the property and by NAD staff for maintenance and patrol. Paragon needs vehicular and pedestrian access to its pumphouse along the New Mercer Ditch for operation and maintenance of irrigation-related activities. The pumphouse provides non-potable irrigation water for Paragon’s open space tracts and residential properties. This access is for Paragon’s HOA representatives and its contractors who will service the pumphouse. Access is needed to maintain, replace or repair the pumphouse and to operate the pumps for irrigation. No other access rights will be conveyed to the HOA. The access road is established, and the surrounding area is dominated by smooth brome and other non-native vegetation. NAD has not restored the area and no significant biological impacts are anticipated by continued use of the road by Paragon. FINANCIAL / ECONOMIC IMPACTS There will be no financial impact or gain to NAD for granting this easement due to: the small size of the easement; the fact that no new road improvements are needed to provide this access; the fact that the existing road is needed by the City and one other easement holder; the minimal use by the HOA; and the HOA's historic use of this road as access to their pump house predates the City's ownership of this property. ENVIRONMENTAL IMPACTS There will be no significant environmental impact from the project. Impacts from vehicle traffic will be minimized due to the use of only one access point in the future. Paragon has agreed to allow for passive restoration of the vegetation along the access route granted in the existing 1994 easement. 87 June 18, 2013 -2- ITEM 15 STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on First Reading. BOARD / COMMISSION RECOMMENDATION At its May 8, 2013 meeting, the Land Conservation and Stewardship Board voted unanimously to recommend that City Council approve an access easement across Fossil Creek Wetlands Natural Area to Paragon Estates Homeowners Association. ATTACHMENTS 1. Location Map 2. Existing Easement and Proposed Access Easement Map 3. Land Conservation and Stewardship Board minutes, May 8, 2013 88 S Shields St Ziegler Rd S Timberline Rd S Lemay Ave E Harmony Rd E Drake Rd S College Ave E 57th St E Trilby Rd Kechter Rd Carpenter Rd W Trilby Rd W Drake Rd W 57th St N Boyd Lake Ave E County Road 30 Main St E C o u nt y Road 32 N Taft Ave W Harmony Rd N County Road 11E S County Road 5 Crossroads Blvd N Fairgrounds Ave W Horsetooth Rd 4th Ave S Ma s on St Buss Grove Rd N Garfield Ave N Monroe Ave Highway 392 Boardwalk Dr E County Road 36 E Horsetooth Rd S County Road 9 S County Road 7 S County Road 11 W 71st St W 66th St E County Road 34c S Lemay Ave E County Road 30 E County Road 30 S County Road 5 E Horsetooth Rd üZYXW ³I !"`$ !"`$ ± E TRILBY RD E. TRILBY RD Fossil Creek Wetlands Natural Area Paragon Estates Pump House/Filter Plant Two-track road (proposed access easement) Exis�ng Irriga�on & Access Easement ± NAD Access Gate Paragon Access Easement Loca�on Map A�achment 2 90 Excerpt from the Land Conservation and Stewardship Board Meeting Minutes - Wednesday, May 8, 2013 I. Paragon Estates Homeowners Association Access Easement across Fossil Creek Wetlands Natural Area – Tawnya Ernst The Natural Areas Department acquired the northeast parcel of Fossil Creek Wetlands Natural Area (Fossil Creek Wetlands) from Paragon Investment Group, LLC (Paragon) in August of 1995. Prior to this acquisition, Paragon had granted an irrigation and access easement to Paragon Point Partners, the forerunner to the Paragon Estates Homeowners Association (HOA). This access route, (which ran due west from the HOA’s property onto Fossil Creek Wetlands) was never formally developed and an alternate route down the existing two-track road on Fossil Creek Wetlands off Trilby Road was used. A formal easement was never written or executed, the access was rather granted via a verbal agreement. The HOA continued to use the two-track road after NAD acquired the property. After a question was raised regarding construction crews using the two-track to access the HOA property, NAD requested that the historic access be formalized with a permanent access easement for the mutual benefit of both parties. The two- track road is also used by the Fort Collins-Loveland Water and Sewer District to access the District’s sewer line easement on the property and the NAD staff for maintenance and patrol. Paragon needs vehicular and pedestrian access to their pump house along the new Mercer Ditch for operation and maintenance of irrigation-related activities. The pump house provides non- potable irrigation water for Paragon’s open space tracts and residential properties. This access is for the Paragon’s HOA representatives and their contractors who will service the pump house. Access is needed to maintain replace or repair the pump house and to operate the pumps for irrigation. No other access rights will be conveyed to the HOA. The access road is established, and the surrounding area is dominated by smooth brome and other non-native vegetation. NAD has not restored the area and no significant biological impacts are anticipated by continued use of the road by Paragon. Linda – Who did the verbal agreement? Tawnya - Not sure but it was long standing agreement. Linda – What is a pump house, filter, plant – what does that mean? Justin - It is their non-potable irrigation system. There is a pipeline that goes from the pump house that takes non-potable water from the creek to the properties there so they’re not using municipal water for irrigating green belts and lawns. They have the water rights there. Kathy – Who maintains that road? Justin – There shouldn’t be much maintenance, but we will keep it as minimal as possible. Kathy – Is there a gate there to close? ATTACHMENT 3 91 Justin – Yes Michelle – How often is it accessed? Tawnya – The property is mainly accessed during irrigation season – April through September. - once a week at first while they are priming and then very minimal after that. Michelle – What happens when the filter gets clogged? Tawnya – That’s a good question, I’m not sure, but I can find out for you. What’s in red on the map is already a formal easement that’s in place so they do have a right to have the pump house and filet. Kathy - So, you are going to draw up papers to do exactly what? Tawnya – To formalize access from here down the yellow dash line (Tawnya refers to Paragon Access Easement Location Map) to the easement in red and set some restrictions. This access is solely to reach the pump house and filter plant and help to do maintenance. Trudy – Can they give us some money for this? Tawnya – Since we were the party asking to formalize this we felt that since there isn’t any major impact to the property, we didn’t feel there was any additional financial impact. John – They probably have a prescriptive easement so that they can get to their water right. They have a water right there at the pump house. There are probably more informal arrangements out there just like this on, this is just to really clean these types of things up. Meeting Adjourned at 7:40 p.m. Michelle Grooms makes a motion: The Land Conservation and Stewardship Board recommend that City Council approve an access easement across Fossil Creek Wetlands Natural Area to Paragon Estates Homeowners Association. Trudy Haines seconds the motion. Motion was unanimously approved 92 ORDINANCE NO. 086, 2013 OF THE COUNCIL OF THE CITY OF FORT COLLINS AUTHORIZING THE CONVEYANCE OF A NON-EXCLUSIVE ACCESS EASEMENT ON FOSSIL CREEK WETLANDS NATURAL AREA TO PARAGON ESTATES HOMEOWNERS ASSOCIATION WHEREAS, the City is the owner of a parcel of real property acquired in 1995 known as Fossil Creek Wetlands Natural Area, which is described on Exhibit “A”, attached and incorporated herein by reference (the “City Property”); and WHEREAS, the Paragon Estates Homeowners Association (“HOA”) is the owner of a pumphouse located on the City Property within an existing irrigation and access easement that was granted by a former owner of the City Property (the “Existing Easement”); and WHEREAS, the access route contemplated in the Existing Easement was never developed or used, as it would have required building a new road through the greenbelt area of the adjacent subdivision; instead, the HOA, with verbal permission from the former owner of the City Property, historically used a two-track access road that connects to Trilby Road across the City Property for access to its pumphouse; and WHEREAS, an access easement on the two-track road was never formalized or executed and the two-track road is not otherwise open to the public, but the HOA continued to use the two-track road for access after the City acquired the City Property; and WHEREAS, Natural Areas staff believes it is most practical for the HOA to continue using the two-track road, and would like to grant an easement to the HOA that would establish conditions and limits on the HOA’s use of the road; and WHEREAS, the two-track road is also used by Natural Areas staff for maintenance and patrol, and the HOA’s limited use should have no impact on the City Property; and WHEREAS, the proposed easement area is shown on Exhibit “B”, attached and incorporated herein by reference (the “Easement”); and WHEREAS, because the HOA’s use of the road would be infrequent and would have no real impact on the City Property, the Easement has minimal value; and WHEREAS, the road is also the route that the HOA was using even before the City acquired the City Property; and WHEREAS, for these reasons, City staff is recommending that the HOA not be charged for this Easement; and 93 WHEREAS, Section 23-111(a) of the City Code provides that the City Council is authorized to sell, convey, or otherwise dispose of any and all interests in real property owned in the name of the City, provided that the City Council first finds, by ordinance, that such sale or other disposition is in the best interests of the City. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS as follows: Section 1. That the City Council hereby finds that the conveyance of the Easement on the City Property to the HOA as provided herein is in the best interests of the City. Section 2. That the Mayor is hereby authorized to execute such documents as are necessary to convey the Easement to the HOA on terms and conditions consistent with this Ordinance, together with such additional terms and conditions as the City Manager, in consultation with the City Attorney, determines are necessary or appropriate to protect the interests of the City or to effectuate the purpose of this Ordinance, including, but not limited to, any necessary changes to the description of the Easement, as long as such changes do not materially increase the size or change the character of the Easement. Introduced, considered favorably on first reading, and ordered published this 18th day of June, A.D. 2013, and to be presented for final passage on the 2nd day of July, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk Passed and adopted on final reading on the 2nd day of July, A.D. 2013. _________________________________ Mayor ATTEST: _____________________________ City Clerk 94 L Legal Desscription oof Fossil Creek Wetl lands Natuural Area Parcel EXHIBIT A 95 CITY OF FORT COLLINS PARAGON ESTATES PARAGON ESTATES PARAGON ESTATES PARAGON ESTATES ¹ Paragon HOA Access Easement Area Created by City of Fort Collins Natural Areas - 2013 Project Area Larimer County 0100 50 Feet Paragon HOA Access Easement Paragon Irrigation Easement EXHIBIT B 96 DATE: June 18, 2013 STAFF: Seth Lorson AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 16 SUBJECT Resolution 2013-054 Making Findings of Fact and Conclusions Regarding the Appeal of the April 18, 2013 Planning and Zoning Board Approval of the Max Flats Project Development Plan. EXECUTIVE SUMMARY On April 18, 2013, the Planning and Zoning Board considered and approved the application for the Max Flats, Project Development Plan. On May 2, 2013, a Notice of Appeal was filed seeking to modify the approval. On June 4, 2013, City Council voted 5-2 (Nays: Cunniff, Overbeck)concluding that the evidence presented did not indicate the Board failed to conduct a fair hearing by considering evidence relevant to its findings which was substantially false or grossly misleading, nor did it substantially ignore its previously established rules of procedure. City Council voted 7–0 that the Planning and Zoning Board properly interpreted and applied the Land Use Code in approving the Plan, but that, based upon information presented to the City Council on appeal, the City Council determined that the decision of the Board should be modified by the addition of the following conditions of approval: a. Five trees must be planted along the west side boundary of the property. b. Juliet balconies must be installed along the west side of the building as shown on the elevation presented to the City Council on appeal. c. The tower elements must be added to the building as shown on the elevation presented to the City Council on appeal. d. All materials cladding the building must be consistent on all elevations around the building. In order to complete the record regarding this appeal, Council should adopt a Resolution making findings of fact and finalizing its decision on the appeal. BACKGROUND / DISCUSSION The Appellant’s Notice of Appeal was based on allegations that the Planning and Zoning Board failed to conduct a fair hearing in that it considered evidence was substantially false and grossly misleading and that it substantially ignored its previously established rules of procedure. The Appellant also alleged that the Planning and Zoning Board failed to properly interpret and apply relevant provisions of the Land Use Code. STAFF RECOMMENDATION Staff recommends adoption of the Resolution. 97 RESOLUTION 2013-054 OF THE COUNCIL OF THE CITY OF FORT COLLINS MAKING FINDINGS OF FACT AND CONCLUSIONS REGARDING THE APPEAL OF THE APRIL 18, 2013 PLANNING AND ZONING BOARD APPROVAL OF THE MAX FLATS PROJECT DEVELOPMENT PLAN WHEREAS, on April 18, 2013, the Planning and Zoning Board (the "Board") approved a project development plan for the project known as the Max Flats Project Development Plan (the “Plan”); and WHEREAS, on May 2, 2013, a Notice of Appeal of the Board's decision was filed with the City Clerk by Bruce Froseth and Susan Kreul-Froseth(the "Appellants"); and WHEREAS, on June 4, 2013, the City Council, after notice given in accordance with Chapter 2, Article II, Division 3, of the City Code, considered said appeal, reviewed the record on appeal, heard presentations from the Appellant and other parties-in-interest and, after discussion, upheld the decision of the Board with four modifications; and WHEREAS, City Code Section 2-57(g) provides that no later than the date of its regular meeting after the hearing of an appeal, City Council shall adopt, by resolution, findings of fact in support of its decision on the appeal. NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF FORT COLLINS that, pursuant to Section 2-57(g) of the City Code, the City Council hereby makes the following findings of fact and conclusions: 1. That the grounds for appeal as stated in the Appellant's Notice of Appeal conform to the requirements of Section 2-48 of the City Code. 2. That the Board conducted a fair hearing in approving the Plan. 3. That the Board properly interpreted and applied the Land Use Code in approving the Plan, but that, based upon information presented to the City Council on appeal, the City Council has determined that the decision of the Board should be modified by the addition of the following conditions of approval: a. Five trees must be planted along the west side boundary of the property. b. Juliet balconies must be installed along the west side of the building as shown on the elevation presented to the City Council on appeal. c. Tower elements must be added to the building as shown on the elevation presented to the City Council on appeal. d. All materials cladding the building must be consistent on all elevations around the building. 98 Passed and adopted at a regular meeting of the Council of the City of Fort Collins this 18th day of June, A.D. 2013. Mayor ATTEST: City Clerk 99 DATE: June 18, 2013 STAFF: John Voss AGENDA ITEM SUMMARY FORT COLLINS CITY COUNCIL 21 SUBJECT Resolution 2013-055 Concerning the Fort Collins Urban Renewal Authority and its Tax Increment Revenue Refunding Bonds (North College Avenue Project), Series 2013, Declaring the City Council’s Present Intent to Appropriate Funds to Replenish the Reserve Fund Securing Such Bonds, If Necessary; and Authorizing a Cooperation Agreement and Other Actions Taken in Connection Therewith. EXECUTIVE SUMMARY The URA intends to refinance a portion of the debt it originally borrowed from the City in relation to the North College area. Now that an established revenue stream can be shown to investors, private money can be used to replace City money. The 2013 bonds require the URA to establish a debt reserve fund. To further facilitate the credit rating on the replacement debt, the City Council is asked to adopt the Resolution expressing the Council’s intent to replenish the debt reserve fund if such funds are ever used to make debt payments. With this Resolution, the new URA debt is expected to have an effective interest rate of 3.3%. BACKGROUND / DISCUSSION The North College URA Project Area was created in 2004, allowing the URA to receive incremental property taxes through 2029. Property tax increment revenue in North College was first received in 2007 and the 2012 property taxes payable in 2013 are expected to be $1.3 million. Table 1 - Net Property Tax Increment Revenue $000’s 2007 2008 2009 2010 2011 2012 2013 * $110 $287 $263 $493 $536 $907 $1,285 *anticipated A common measure used by lenders in determining risk is the ratio of pledged revenue to debt service, called a coverage ratio. Investors want that ratio to be high – at least 125%. The current revenue of $1.3 million could support up to $1 million a year in debt service. The proposed maximum annual debt service of $919,000 yields a good coverage ratio of 142%. City Loans to URA The initial financing model adopted for North College has the City providing initial capital through a loan until the tax increment revenue reaches a maturity level that can support external financing to third party investors. The City Council first authorized an Interagency Loan Policy in December 2008, with the most recent amendments approved in December 2012. Eight loans have been made by the City to the URA in the North College District. The first loan has been repaid. Table 2 recaps the current status of the loans. 100 June 18, 2013 -2- ITEM 21 Table 2 – North College Loan Status $000’s Date Project Original Value Current Balance Term Years Rate City Fund Holding 09/2006 Valley Steel, URA start-up funds $ 150 $ 0 5 5.55% General Fund 05/2009 North College Market Place, Phase 1 5,000 4,729 20 2.85% Capital Expansion 12/2010 JAX 173 106 5 2.50% Capital Expansion 06/2011 NEECO 326 326 10 3.01% Storm Drainage 07/2011 Kaufman Robinson 193 193 5 2.46% General Fund 07/2011 North College Market Place, Phase 2 3,000 2,884 19 4.09% Water Fund 08/2012 North College Road Improvements 2,700 2,700 18 3.92% Capital Projects BCC Loans to be refinanced 11,542 10,938 3.44% Weighted average 06/2009 RMI2 5,304 5,304 20 2.50% General Fund Total North College Area 16,846 16,242 The proposal is to issue enough debt to take out $10.94 million in loans to the City, plus interest and debt issue costs. For the following reasons the City loan to the URA that relates to RMI is not being refinanced. • The use of the RMI2 loan proceeds does not qualify the interest to be tax exempt. Therefore the interest rate would be significantly higher. • The new market tax credit deal cannot be refinanced until 2017. • There is not enough revenue capacity to meet external investor expectations. Only about $1 million of the $5.3 million could be considered for refinancing if the favorable coverage ratio was to be preserved. The General Fund is holding the URA loan relating to the RMI2. Later this year the loan will be reallocated and held equally between the Water Fund and Capital Expansion Fund. This will free up some monies in the General Fund. Future debt payments by the URA will then be allocated appropriately to each fund. Preliminary Structure of 2013 Bonds Approximately $11.4 million of bond proceeds will be used to takeout $10.94 million of debt to the City, plus interest of $254,000, and pay debt issue costs of $206,000. Coupon interest rates vary from 2% for near term bonds and 4% for longer term bonds. The collective Net Interest Cost is expected to be 3.3%, which compares favorably to 3.44% weighted average interest rate on the City debt being retired. Future annual payments will vary from $914,000 to $919,000 through 2029. City Intent to Replenish Reserves The Underwriters for the 2013 Bonds have recommended that a debt service reserve fund in the amount of approximately $920,000 would be advisable for marketing the 2013 Bonds and that purchasing a Surety Policy for such amount would be preferable to funding such reserve with cash. The cost of such Surety Policy would be $55,000. If it was ever necessary to draw upon the Surety Policy, the City’s replenishment would repay such draw. Staff prefers the Surety Policy option but will make a decision later based on the potential impact on the credit rating. The City I snot legally bound to replenish the reserve fund and it would be subject to annual appropriation of funds by the City Council in its sole discretion. Sherman & Howard will issue a legal opinion that the City can make this non-binding commitment. It is anticipated that the City’s non-binding commitment will result in the replacement debt receiving a credit rating of Aa3. Without this, and a proven revenue stream, the interest rate would likely be 5% or higher rather than 3.3%. Authority to Adopt the Resolution Through the adoption of the URA Resolution, the Urban Renewal Authority is issuing property tax increment revenue bonds to refinance loans made by the City to the URA. The loans that are being refinanced by the issuance of those 101 June 18, 2013 -3- ITEM 21 bonds were made by the City to finance public infrastructure. No private improvements were financed through the loans. In order to enhance the marketability of the bonds that are being issued by the URA, staff is recommending that the City Council adopt a resolution pursuant to which the City Council would indicate that, if the reserve fund for the bonds is ever drawn upon, the City Council will consider appropriating funds to replenish the reserve fund. This is not a legally binding obligation but rather is subject to appropriation by the Council, when and if the reserve fund is drawn upon. (This has sometimes been referred to as a “moral obligation pledge”.) Since the City cannot be compelled to appropriate funds under this approach, the Resolution and related documents do not create a debt for purposes of the City Charter or the Colorado Constitution. A question has been raised by a local citizen as to whether Council actions such as the making of this non-bindling commitment violates certain provisions of the City Charter. The Charter provisions in question read as follows: ARTICLE V. FINANCE ADMINISTRATION PART I. BUDGET AND FINANCIAL MANAGEMENT Section 15. Appropriations forbidden. No appropriation shall be made for any charitable, industrial, educational, or benevolent purposes to any person, corporation, or organization not under the absolute control of the city, nor to any denominational or sectarian institution or association. (Ord. No. 10, 1991, § 1(a), 2-19-91, approved, election 4-2-91) Section 16. City not to pledge credit. The city shall not lend or pledge its credit or faith, directly or indirectly, or in any manner to or in aid of any private person or entity for any amount or any purpose whatever, or become responsible for any debt, contract, or liability thereof. (Ord. No. 203, 1986, § 1, Part D, 12-16-86, approved, election 3-3-87; Ord. No. 10, 1991, § 1(a), 2- 19-91, approved, election 4-2-91) These charter provisions are, in all material respects, identical to provisions contained in the Colorado Constitution. Thus, the limitations contained in the Charter provisions apply to all Colorado municipalities through the state constitution. In response to the concerns that have been expressed, staff has conferred with both the City Attorney’s Office and the City’s bond counsel to ensure that the proposed transaction does not violate either of the provisions in question. Legal counsel has confirmed the following: Article V, Section 15 of the City Charter is not applicable in this situation because (1) the Urban Renewal Authority is under the absolute control of the City (since its governing body is made up of the same members as the City’s governing body) and it is not a denominational or sectarian institution; and (2) the projects refinanced by the bonds are public infrastructure projects; thus, the bond proceeds are not being used, either directly or indirectly, for a charitable, industrial, educational or benevolent purpose. Article V, Section 16 of the City Charter is not applicable because: (1) the Urban Renewal Authority is a public entity; (2) the City would not incur any indebtedness or other legally binding obligation by taking the proposed action; and (3) as noted above, the projects refinanced by the bonds are public infrastructure projects,. It should be noted that the financing structure being recommended by staff is not unique to the City. Other municipalities that have utilized this same procedure in connection with tax increment transactions include the City and County of Denver, the cities of Thornton, Westminster, and Steamboat Springs, and the Town of Avon. The State of Colorado has also used this type of financing structures for housing, charter schools and higher education. 102 June 18, 2013 -4- ITEM 21 Future Financing Model City staff have communicated to the URA that, going forward, the City intends to only loan money when alternative financing agreements are not feasible. The reimbursement agreement recently approved for Aspen Heights is an example of the preferred approach for future development agreements. The Aspen Heights developer will be reimbursed over time as revenue is collected, rather than in a lump sum upon completion of the project. Consultants The URA and City have engaged three firms to help issue the new debt: Sherman & Howard as the Bond Attorney, BLX as the Financial Advisor and RBC Capital Markets as the Bond Underwriters. Timeline June 24 Publish Preliminary Official Statement on Internet Sites July 9-10 Market Bonds July 23 Closing FINANCIAL / ECONOMIC IMPACTS Property tax revenue in the North College URA plan area is unlikely to decline enough to trigger the use of the Debt Service Reserve Fund. The 2013 Bonds will be used to takeout $10.94 million in debt to the City, pay $254,000 of interest and pay $206,000 in delivery date expenses. Later this summer the City will use some of the returned monies to loan $5 million to the URA for the first Midtown Project – The Summit (Capstone). STAFF RECOMMENDATION Staff recommends adoption of the Resolution. BOARD / COMMISSION RECOMMENDATION The Council Finance Committee reviewed and tentatively approved the refinancing and the concept of a Council Resolution regarding a debt reserve replenishment pledge at its meeting on December 17, 2012 and again on May 20, 2013. ATTACHMENTS 1. Council Finance Committee minutes, December 17, 2012 2. Council Finance Committee minutes, May 20, 2013 3. Preliminary debt structure, prepared by RBC Capital Markets 4. Powerpoint presentation 103 Finance Administration 215 N. Mason 2nd Floor PO Box 580 Fort Collins, CO 80522 970.221.6788 970.221.6782 - fax fcgov.com Council Audit & Finance Committee Minutes 12/17/12 10:00 to 11:00 CIC Room Council Attendees: Mayor Karen Weitkunat, Mayor Pro Tem Kelly Ohlson, Ben Manvel Staff: Darin Atteberry, John Voss, Mike Beckstead (via conference call),Mindy Pfleiger, Chris Donegon, Megan Bolin, Josh Birks, Bruce Hendee, Harold Hall, Heather Shepherd Others: Jim Manire of BLX; Developers Charlie Vater, Larry Owens, Dan Fredericks, Rick Shannon Approval of the Minutes of November 19, 2012 Ben Manvel stated that there is a word that should be removed. The words “prior to” in the sentence “….decision scenarios before prior to the executive session to help with the discussion.” are repetitive and should be removed. Ben moved to approve the minutes as amended and Kelly Ohlson seconded the motion. The November minutes are approved as amended. URA Debt Refinancing John Voss presented data showing how refinancing the current URA debt would be beneficial to the City. The City has loaned a total of $16.8 million to the URA to date. The URA currently owes $16.2 million of that to the City. John said that this is the debt related to the North College Tax Increment Financing (TIF) district. Mayor Weitkunat stated that there should be a notation in the presentation materials of any loans the URA has already paid off. John Voss said that the City has been waiting for the revenue stream to mature to refinance the URA debt. Since revenue is now more predictable and reliable, it can be marketed to third party lenders. Currently, the North College URA financial situation is healthy and able to repay all existing loans under current terms. Lenders will require a coverage ratio. For example 135%: - $1,262/1.35=$935 of URA’s existing cash balance - At 4.0% we could refinance about $11 million ATTACHMENT 1 104 - At 5.5% we could refinance about $10 million Lenders will require Debt Service Reserve Fund equal to annual debt service payment - Ties up approximately $935 of URA’s existing cash balance These terms are typical for entities with credit similar to the Fort Collins URA. With this refinancing, the URA would still owe the City between $5 and $6 million in debt. John Voss also suggested that if the City were to provide a Moral Obligation Pledge, the debt would then be viewed as ‘investment grade’. The City’s pledge would free up a additional $1 to $2 million. Darin Atteberry asked if there would be potential for refinancing to affect the City’s overall credit rating. Jim Manire, outside bond counsel, said that he would not expect the City’s rating to change in relation to refinancing. Mike Beckstead told the Committee that he is in solid support of refinancing and the objective at this meeting is simply to inform the Committee and discuss it before the topic is presented to the City Council. Kelly Ohlson said he would prefer that money savings from the refinancing go to the general fund instead of the staff recommended Summit Project and Capital Expansion Fund. Darin Atteberry said that overall, he agrees that the refinancing would be a positive move for the City. Mike Beckstead said that staff members will recommend this to City Council for consideration in the April or May, 2013 timeframe. 105 Finance Administration 215 N. Mason 2nd Floor PO Box 580 Fort Collins, CO 80522 970.221.6788 970.221.6782 - fax fcgov.com Council Audit & Finance Committee Draft of Minutes 5/20/13 10:00 to 12:00 CIC Room Council Attendees: Mayor Karen Weitkunat, Ross Cunniff, Bob Overbeck Staff: Darin Atteberry, Mike Beckstead, Carrie Daggett, Ingrid Decker, Chris Donegon, Harold Hall, John Voss, Katie Wiggett Others: Jim Manire, Joel Stewart Approval of the Minutes of March 18, 2013 Ross Cunniff moved to approve the minutes for the March 18, 2013 meeting. Bob Overbeck seconded the motion. Minutes were approved unanimously. Election of Officers Ross Cunniff nominated the Mayor as chair of the Council Audit and Finance Committee. Bob Overbeck seconded the nomination. Other Business Mike Beckstead announced an additional item on the Agenda. The item “Funding for the Murphy Center” was added. URA North College Refinance John Voss presented the URA’s plan to refinance approximately $11.2 million of the debt it originally borrowed from the City in relation to the North College area. Because an established revenue stream can be shown to investors, private money can be used to replace City money. The 2013 bonds require the URA to establish a debt reserve fund. To better enhance the credit rating on the replacement debt, the City must pledge to replenish the URA’s debt reserve fund if the URA ever uses the funds to make debt payments. With the City’s pledge, the new URA debt is expected to have an effective interest rate of 2.98% and a credit rating of Aa3. Without the City’s pledge, the interest rate would likely be 5% or higher. The refinancing of this debt will improve the cash flows of the URA and is expected to save $922,000 through 2029. The City’s pledge includes a commitment to maintain an unrestricted fund balance in the General Fund in an amount at least equal to the Reserve Fund Requirement, estimated at $961,000. The General Fund can easily meet that requirement: at the end of 2012, the collective unrestricted fund balances in ATTACHMENT 2 106 107 May 31, 2013 9:19 am Prepared by RBC Capital Markets TABLE OF CONTENTS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Report Page Sources and Uses of Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Bond Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Bond Summary Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Bond Debt Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Bond Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 ATTACHMENT 3 108 May 31, 2013 9:19 am Prepared by RBC Capital Markets Page 1 SOURCES AND USES OF FUNDS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Dated Date 07/23/2013 Delivery Date 07/23/2013 Sources: Bond Proceeds: Par Amount 10,995,000.00 Net Premium 403,271.50 11,398,271.50 Uses: Project Fund Deposits: Proceeds to Takeout Loans - Principal 10,938,089.54 Proceeds to Takeout Loans - Interest 254,057.40 11,192,146.94 Delivery Date Expenses: Cost of Issuance 101,513.06 Underwriter's Discount 49,477.50 Surety @ 6% (AGM Est) 55,134.00 206,124.56 11,398,271.50 109 May 31, 2013 9:19 am Prepared by RBC Capital Markets Page 2 BOND PRICING Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Maturity Yield to Premium Bond Component Date Amount Rate Yield Price Maturity (-Discount) Serial bonds: 12/01/2014 545,000 2.000% 0.760% 101.668 9,090.60 12/01/2015 555,000 3.000% 0.950% 104.763 26,434.65 12/01/2016 570,000 3.000% 1.260% 105.698 32,478.60 12/01/2017 590,000 3.000% 1.590% 105.909 34,863.10 12/01/2018 605,000 3.000% 1.930% 105.417 32,772.85 12/01/2019 625,000 3.000% 2.320% 103.995 24,968.75 12/01/2020 645,000 3.000% 2.550% 102.998 19,337.10 12/01/2021 665,000 3.000% 2.780% 101.628 10,826.20 12/01/2022 685,000 3.000% 3.000% 100.000 12/01/2023 705,000 3.000% 3.130% 98.855 -8,072.25 12/01/2024 725,000 4.000% 3.240% 106.637 C 3.294% 48,118.25 12/01/2025 755,000 4.000% 3.340% 105.734 C 3.427% 43,291.70 12/01/2026 785,000 4.000% 3.440% 104.840 C 3.542% 37,994.00 12/01/2027 815,000 4.000% 3.510% 104.220 C 3.620% 34,393.00 12/01/2028 845,000 4.000% 3.580% 103.603 C 3.690% 30,445.35 12/01/2029 880,000 4.000% 3.650% 102.992 C 3.753% 26,329.60 10,995,000 403,271.50 Dated Date 07/23/2013 Delivery Date 07/23/2013 First Coupon 12/01/2013 Par Amount 10,995,000.00 Premium 403,271.50 Production 11,398,271.50 103.667772% Underwriter's Discount -49,477.50 -0.450000% Purchase Price 11,348,794.00 103.217772% Accrued Interest Net Proceeds 11,348,794.00 110 May 31, 2013 9:19 am Prepared by RBC Capital Markets Page 3 BOND SUMMARY STATISTICS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Dated Date 07/23/2013 Delivery Date 07/23/2013 Last Maturity 12/01/2029 Arbitrage Yield 3.089727% True Interest Cost (TIC) 3.263604% Net Interest Cost (NIC) 3.295575% All-In TIC 3.378388% Average Coupon 3.632958% Average Life (years) 9.537 Duration of Issue (years) 8.009 Par Amount 10,995,000.00 Bond Proceeds 11,398,271.50 Total Interest 3,809,676.67 Net Interest 3,455,882.67 Total Debt Service 14,804,676.67 Maximum Annual Debt Service 918,900.00 Average Annual Debt Service 905,177.24 Par Average Average PV of 1 bp Bond Component Value Price Coupon Life change Serial bonds 10,995,000.00 103.668 3.633% 9.537 7,719.30 10,995,000.00 9.537 7,719.30 All-In Arbitrage TIC TIC Yield Par Value 10,995,000.00 10,995,000.00 10,995,000.00 + Accrued Interest + Premium (Discount) 403,271.50 403,271.50 403,271.50 - Underwriter's Discount -49,477.50 -49,477.50 - Cost of Issuance Expense -101,513.06 - Other Amounts -55,134.00 -55,134.00 -55,134.00 Target Value 11,293,660.00 11,192,146.94 11,343,137.50 Target Date 07/23/2013 07/23/2013 07/23/2013 Yield 3.263604% 3.378388% 3.089727% 111 May 31, 2013 9:19 am Prepared by RBC Capital Markets Page 4 BOND DEBT SERVICE Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Period Ending Principal Coupon Interest Debt Service 12/01/2013 132,426.67 132,426.67 12/01/2014 545,000 2.000% 372,450.00 917,450.00 12/01/2015 555,000 3.000% 361,550.00 916,550.00 12/01/2016 570,000 3.000% 344,900.00 914,900.00 12/01/2017 590,000 3.000% 327,800.00 917,800.00 12/01/2018 605,000 3.000% 310,100.00 915,100.00 12/01/2019 625,000 3.000% 291,950.00 916,950.00 12/01/2020 645,000 3.000% 273,200.00 918,200.00 12/01/2021 665,000 3.000% 253,850.00 918,850.00 12/01/2022 685,000 3.000% 233,900.00 918,900.00 12/01/2023 705,000 3.000% 213,350.00 918,350.00 12/01/2024 725,000 4.000% 192,200.00 917,200.00 12/01/2025 755,000 4.000% 163,200.00 918,200.00 12/01/2026 785,000 4.000% 133,000.00 918,000.00 12/01/2027 815,000 4.000% 101,600.00 916,600.00 12/01/2028 845,000 4.000% 69,000.00 914,000.00 12/01/2029 880,000 4.000% 35,200.00 915,200.00 10,995,000 3,809,676.67 14,804,676.67 112 May 31, 2013 9:19 am Prepared by RBC Capital Markets Page 5 BOND SOLUTION Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Period Proposed Proposed Total Adj Revenue Unused Debt Serv Ending Principal Debt Service Debt Service Constraints Revenues Coverage 12/01/2013 132,427 132,427 1,300,000 1,167,573 981.67537% 12/01/2014 545,000 917,450 917,450 1,300,000 382,550 141.69710% 12/01/2015 555,000 916,550 916,550 1,300,000 383,450 141.83623% 12/01/2016 570,000 914,900 914,900 1,300,000 385,100 142.09203% 12/01/2017 590,000 917,800 917,800 1,300,000 382,200 141.64306% 12/01/2018 605,000 915,100 915,100 1,300,000 384,900 142.06098% 12/01/2019 625,000 916,950 916,950 1,300,000 383,050 141.77436% 12/01/2020 645,000 918,200 918,200 1,300,000 381,800 141.58135% 12/01/2021 665,000 918,850 918,850 1,300,000 381,150 141.48120% 12/01/2022 685,000 918,900 918,900 1,300,000 381,100 141.47350% 12/01/2023 705,000 918,350 918,350 1,300,000 381,650 141.55823% 12/01/2024 725,000 917,200 917,200 1,300,000 382,800 141.73572% 12/01/2025 755,000 918,200 918,200 1,300,000 381,800 141.58135% 12/01/2026 785,000 918,000 918,000 1,300,000 382,000 141.61220% 12/01/2027 815,000 916,600 916,600 1,300,000 383,400 141.82850% 12/01/2028 845,000 914,000 914,000 1,300,000 386,000 142.23195% 12/01/2029 880,000 915,200 915,200 1,300,000 384,800 142.04545% 10,995,000 14,804,677 14,804,677 22,100,000 7,295,323 113 1 1 City’s Pledge for URA Refinancing City Council June 18, 2013 2 Overview • City has loaned money to the URA • Looking to refinance some of those loans with external investors • A ‘moral obligation pledge’ by City Council enhances the credit rating • Returns about $11.2 million, including interest, to the City ATTACHMENT 4 114 2 3 City Loans to URA for N. College Date Project Orig. Value Current Balance Term Years Rate City Fund Holding 09/06 V. Steel, URA start-up funds $ 150 $ 0 5 5.55% General Fund 05/09 N.C. Market Place, phase 1 5,000 4,729 20 2.85% Capital Expansion 12/10 JAX 173 106 5 2.50% Capital Expansion 06/11 NEECO 326 326 10 3.01% Storm Drainage 07/11 Kaufman Robinson 193 193 5 2.46% General Fund 07/11 N.C. Market Place, phase 2 3,000 2,884 19 4.09% Water Fund 08/12 N.C. Road Improvements 2,700 2,700 18 3.92% Capital Projects BCC Loans to be refinanced 11,542 10,938 3.44% Weighted average 06/09 RMI2 5,304 5,304 20 2.50% General Fund Total North College Area 16,846 16,242 $000’s 4 North College TIF District • Created in 2004, expires in 2029 • Increment on property taxes, none on sales tax • Property tax increment revenue started flowing in 2007 • Revenue is now mature and stable, more attractive to investors * anticipated 2007 2008 2009 2010 2011 2012 2013 * $110 $287 $263 $493 $536 $907 $1,285 Tax Increment Revenue $000s 115 3 5 If approved, the City Pledges to: • Replenish the URA’s debt service reserve fund, if it were to used to make debt payments – Non-binding; pledge is to consider replenishing – However, not honoring the pledge would significantly impact the City’s credit rating and ability to borrow money in future 6 Concerns about Ability to Pledge • Article V, Section 15 Appropriations Forbidden, No appropriation shall be made for any charitable, industrial, educational, or benevolent purposes to any person, corporation, or organization not under the absolute control of the city, nor to any denominational or sectarian institution or association. – does not apply because: 1. URA is under absolute control of City 2. Projects being refinanced were for public infrastructure projects • Article V, Section 16 City not to pledge credit, The city shall not lend or pledge its credit or faith, directly or indirectly, or in any manner to or in aid of any private person or entity for any amount or any purpose whatever, or become responsible for any debt, contract, or liability thereof. – does not apply because: 1. URA is public entity 2. Moral obligation is not debt or legal obligation 3. Projects refinanced are public infrastructure projects 116 4 7 Pledge is Not Unique • The same tax increment financing procedure is used by – City & County of Denver – City of Thornton – City of Westminster – City of Steamboat Springs – Town of Avon • State of Colorado uses moral obligation financing structures for housing, charter schools and higher education. 8 Benefits and Risks of City Pledge • Enhances credit rating of URA debt • Lower interest rate allows for more public improvements in North College Area • City already has a risk of not getting paid because it currently holds the debt • Without City’s pledge the amount being repaid to the City would be substantially less than $11.2 million – instead City would get paid back over many years 117 5 9 Next Steps • June 24 Publish Preliminary Official Statement • July 9-10 Market the bonds • July 23 Closing 10 118 RESOLUTION 2013-055 OF THE COUNCIL OF THE CITY OF FORT COLLINS CONCERNING THE FORT COLLINS URBAN RENEWAL AUTHORITY AND ITS TAX INCREMENT REVENUE REFUNDING BONDS (NORTH COLLEGE AVENUE PROJECT), SERIES 2013, DECLARING THE CITY COUNCIL’S PRESENT INTENT TO APPROPRIATE FUNDS TO REPL-ENISH THE RESERVE FUND SECURING SUCH BONDS, IF NECESSARY; AND AUTHORIZING A COOPERATION AGREEMENT AND OTHER ACTIONS TAKEN IN CONNECTION THEREWITH WHEREAS, the City Council (the “City Council”) of the City of Fort Collins, Colorado (the “City”) has heretofore created the Fort Collins Urban Renewal Authority (“Authority”) as an urban renewal authority pursuant to Colorado Revised Statutes, Part 1 of Title 31, Article 25, as amended (the “Act”); and WHEREAS, the City Council by Resolution No. 2004-152 approved and adopted on December 21, 2004 has authorized and approved the “North College Urban Renewal Plan” as an urban renewal plan under the Act (the “Plan”) for the area described therein (the “Plan Area”); and WHEREAS, in order to undertake certain urban renewal projects within the Plan Area, the Authority has previously borrowed money from the City and entered into certain prior loan agreements with the City and executed certain prior promissory notes (collectively, the “Prior City Loans”) in connection therewith; and WHEREAS, pursuant to an Indenture of Trust (the “Indenture”) between the Authority and U.S. Bank National Association, as trustee (the “Trustee”), the Authority is issuing its Tax Increment Revenue Refunding Bonds (North College Avenue Project), Series 2013 (the “Series 2013 Bonds”) for the purpose of repaying the Prior City Loans made by the City to the Authority; and WHEREAS, a reserve fund (the “Reserve Fund”) will be created under the Indenture to secure the payment of the Series 2013 Bonds and such Reserve Fund is required to be maintained in an amount equal to the Reserve Fund Requirement (as defined in the Indenture); and WHEREAS, the Indenture provides that the Reserve Fund may either be cash funded or that a reserve fund insurance policy (a “Reserve Fund Policy”) may be deposited in the Reserve Fund; and WHEREAS, the City Council wishes to make a non-binding statement of its present intent with respect to the appropriation of funds for the replenishment of the Reserve Fund or the repayment of any draws made under any Reserve Fund Policy, if necessary, and to authorize and direct the City Manager to take certain actions for the purpose of causing requests for any such appropriation to be presented to the City Council for consideration; and WHEREAS, in connection with the issuance of the Series 2013 Bonds, it is necessary and in the best interests of the City to enter into a Cooperation Agreement (the “Cooperation Agreement”) between the City and the Authority; and 119 2 WHEREAS, there is attached hereto as Exhibit A the proposed form of the Cooperation Agreement; and WHEREAS, capitalized terms used herein and not otherwise defined shall have the meanings given to them in the Indenture. NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF FORT COLLINS, COLORADO: Section 1. Finding of Best Interests and Public Purpose. The City Council hereby finds and determines, pursuant to the Constitution, the laws of the State and the City’s Charter, and in accordance with the foregoing recitals, that adopting this Resolution, entering into the Cooperation Agreement, and facilitating the issuance of the Series 2013 Bonds by the Authority to finance the Refunding Project are necessary, convenient, and in furtherance of the City’s purposes and are in the best interests of the inhabitants of the City; and will serve the important public purpose of facilitating the repayment of the Prior City Loans by the Authority to the City. Section 2. Replenishment of Reserve Fund; Declaration of Intent. To the extent that the Reserve Fund is cash funded, within 90 days after the City’s receipt of the written notice from the Trustee of a draw on the Reserve Fund, to the extent that such draw has not been replenished by another source, as provided in Section 4.06 of the Indenture (the “Written Notice”), the City shall replenish the Reserve Fund to the Reserve Fund Requirement from legally available funds of the City, subject to appropriation by the City Council in its sole discretion. Any such City payment (the “City Payment”) shall be made directly to the Trustee for deposit in the Reserve Fund in immediately available funds pursuant to the instructions set forth in the Written Notice. It is the present intention and expectation of the City Council to appropriate the City Payment requested in any such Written Notice received by the City, within the limits of available funds and revenues, but this declaration of intent shall not be binding upon the City Council or any future City Council in any future fiscal year. The City Payments shall constitute currently appropriated expenditures of the City. In the event that a Reserve Fund Policy is deposited in the Reserve Fund and the City receives written notice from the Trustee that it has drawn on the Reserve Fund Policy and such draw has not been repaid by another source, the City shall repay the provider of the Reserve Fund Policy in the amount of such draw, plus any interest due thereon, from legally available funds of the City, subject to appropriation by the City Council in its sole discretion. Any such payment shall be made directly to the provider of the Reserve Fund Policy. It is the present intention and expectation of the City Council to appropriate moneys to repay the provider of any Reserve Fund Policy in the event of a draw thereunder, within the limits of available funds and revenues, but this declaration of intent shall not be binding upon the City Council or any future City Council in any future fiscal year. Any such payments shall constitute currently appropriated expenditures of the City. This Resolution shall not create a general obligation or other indebtedness or multiple fiscal year direct or indirect debt or other financial obligation of the City within the meaning of its Home Rule Charter or any constitutional debt limitation, including Article X, Section 20 of the Colorado Constitution. Neither this Resolution nor the issuance of the Series 120 3 2013 Bonds shall obligate or compel the City to make City Payments or to repay the provider of any Reserve Fund Policy in the event of a draw thereunder beyond those appropriated in the City Council’s sole discretion. Section 3. Direction to City Manager. To the extent that the Reserve Fund is cash funded, within five (5) Business Days following a draw on the Reserve Fund to pay the debt service requirements on the Series 2013 Bonds, to the extent any such draw is not replenished from another source, the Trustee is required under Section 4.06 of the Indenture to provide Written Notice of such draw to the City. The Written Notice shall state the amount required to be paid by the City to restore the Reserve Fund to the Reserve Fund Requirement after replenishment from all other sources available under the Indenture. The Written Notice shall also include instructions for making the City Payment. Any such Written Notice is required to be sent to the City Manager. Upon receipt of a Written Notice by the City Manager, the City Council hereby authorizes and directs the City Manager to prepare and submit to the City Council a request for an appropriation of the amount set forth in the Written Notice. Such request shall be made in sufficient time to enable the City to make the City Payment within 90 days of receipt of the Written Notice as provided in Section 1 hereof. In the event that a Reserve Fund Policy is deposited in the Reserve Fund and the City receives written notice from the Trustee that a draw has been made on the Reserve Fund Policy and such draw has not been repaid from another source, the City Council hereby directs the City Manager, upon receipt of such notice, to forthwith prepare and submit to the City Council a request for an appropriation in an amount sufficient to repay the provider of such Reserve Fund Policy for such draw, plus any interest due thereon. Section 4. Repayment of Amounts Appropriated. In the event that the City Council appropriates funds to make a payment as contemplated by Section 1 hereof, any amounts actually transferred by the City to the Trustee in accordance with the provisions of Section 1 or transferred by the City to the provider of a Reserve Fund Policy in accordance with the provisions of Section 1, shall be treated as an advance under the Cooperation Agreement and shall be repaid by the Authority in accordance with the provisions of the Cooperation Agreement, on a basis expressly subordinate and junior to that of the Series 2013 Bonds, any Additional Bonds and any other obligations or indebtedness that is secured or payable in whole or in part by the Pledged Revenues on a parity with the Series 2013 Bonds. Section 5. Limitation to Series 2013 Bonds. Unless otherwise expressly provided by a subsequent resolution of the City Council, the provisions of this Resolution shall apply only to the replenishment of the Reserve Fund originally established in the Indenture that secures the payment of the Series 2013 Bonds and shall not apply to any other reserve funds established in connection with the issuance of any other obligations. Section 6. Approval of Cooperation Agreement. The Cooperation Agreement, in substantially the form attached hereto as Exhibit A, is in all respects approved, authorized and confirmed. The Mayor is hereby authorized and directed to execute and deliver the Cooperation Agreement, for and on behalf of the City, in substantially the form and with substantially the same content as attached hereto as Exhibit A, provided that such document may be completed, corrected or revised as deemed necessary by the parties thereto in order to carry 121 4 out the purposes of this Resolution. The execution of the Cooperation Agreement by the Mayor shall be conclusive evidence of the approval by the City Council of such document in accordance with the terms hereof and thereof. Section 7. Direction to Act. The City Clerk of the City (the “City Clerk”) is hereby authorized and directed to attest all signatures and acts of any official of the City in connection with the matters authorized by this Resolution and to place the seal of the City on any document authorized and approved by this Resolution. The Mayor, the Mayor Pro-Tem of the City, the City Manager, the Financial Officer, the City Clerk and other appropriate officials or employees of the City are hereby authorized and directed to execute and deliver for and on behalf of the City any and all additional certificates, documents, instruments and other papers, and to perform all other acts that they deem necessary or appropriate, in order to implement and carry out the transactions and other matters authorized by this Resolution. Section 8. Ratification. All actions (not inconsistent with the provisions of this Resolution) heretofore taken by the City Council or the officers, employees or agents of the City directed toward the issuance of the Series 2013 Bonds by the Authority and the execution and delivery of the Cooperation Agreement are hereby ratified, approved and confirmed. Section 9. Severability. If any section, subsection, paragraph, clause or provision of this Resolution or the documents hereby authorized and approved shall for any reason be held to be invalid or unenforceable, the invalidity or unenforceability of such section, subsection, paragraph, clause or provision shall not affect any of the remaining provisions of this Resolution or such documents, the intent being that the same are severable. Section 10. Repealer. All prior resolutions, or parts thereof, inconsistent herewith are hereby repealed to the extent of such inconsistency. Section 11. Effectiveness. This Resolution shall take effect immediately upon its passage. Passed and adopted at a regular meeting of the Council of the City of Fort Collins this 18th day of June, A.D., 2013. Mayor ATTEST: City Clerk 122 5 PUBFIN/1606587.7 Exhibit A Attach Cooperation Agreement 123 COOPERATION AGREEMENT BETWEEN THE CITY OF FORT COLLINS AND THE FORT COLLINS URBAN RENEWAL AUTHORITY THIS COOPERATION AGREEMENT (this “Agreement”) dated as of ____ __, 2013, is made and entered into between the CITY OF FORT COLLINS, COLORADO (the “City”) and the FORT COLLINS URBAN RENEWAL AUTHORITY (the “Authority”). WHEREAS, the City is a Colorado home rule municipality with all the powers and authority granted pursuant to Article XX of the Colorado Constitution and its City Charter; and WHEREAS, the Authority is a Colorado Urban Renewal Authority, with all the powers and authority granted to it pursuant to Title 31, Article 25, Part 1, Colorado Revised Statutes (“C.R.S.”) (the “Urban Renewal Law”); and WHEREAS, pursuant to Article XIV of the Colorado Constitution, and Title 29, Article 1, Part 2, C.R.S., the City and the Authority are authorized to cooperate and contract with one another to provide any function, service or facility lawfully authorized to each governmental entity; and WHEREAS, the City Council of the City (the “City Council”) by Resolution No. 2004-152 approved and adopted on December 21, 2004 has authorized and approved the “North College Urban Renewal Plan” as an urban renewal plan under the Act (the “Plan”) for the area described therein (the “Plan Area”), and the urban renewal projects described therein (collectively, the “Project”); and WHEREAS, the Project is being undertaken to facilitate the elimination and prevention of blighted areas and to promote redevelopment, conservation and rehabilitation of the Plan Area; and WHEREAS, pursuant to section 31-25-112, C.R.S., the City is specifically authorized to do all things necessary to aid and cooperate with the Authority in connection with the planning or undertaking of any urban renewal plans, projects, programs, works, operations, or activities of the Authority, to enter into agreements with the Authority respecting such actions to be taken by the City, and appropriating funds and making such expenditures of its funds to aid and cooperate with the Authority in undertaking the Project and carrying out the Plan; and WHEREAS, the Authority is issuing its Fort Collins Urban Renewal Authority, Tax Increment Revenue Refunding Bonds (North College Avenue Project), Series 2013 (the “Series 2013 Bonds”) for the purpose of refinancing certain obligations owing by the Authority to the City that financed certain urban renewal projects in the Plan Area; and WHEREAS, the City Council has adopted a Resolution declaring its nonbinding intent and expectation that it will appropriate any funds requested, within the limits of available funds and revenues, in a sufficient amount to replenish the Reserve Fund to the Reserve Fund EXHIBIT A 124 2 Requirement or to repay the provider of any reserve fund insurance policy in the event of a draw thereunder (the “Replenishment Resolution”) as defined in the Indenture of Trust (the “Indenture”), between the Authority and U.S. Bank National Association, as trustee (the “Trustee”); and WHEREAS, capitalized terms used herein and not otherwise defined shall have the meanings set forth in the Indenture. NOW, THEREFORE, in consideration of the mutual promises set forth below, the City and the Authority agree as follows: 1. LOAN. If the City Council appropriates funds pursuant to the Replenishment Resolution, such funds shall be a loan from the City to the Authority to be repaid as provided herein. 2. PAYMENT. (a) All amounts payable by the Authority to the City hereunder shall constitute “Subordinate Debt” for purposes of the Indenture. The Authority shall cause such amounts to be paid from and to the extent of Pledged Revenue (as defined in the Indenture) available for the payment of Subordinate Debt in accordance with the terms of the Indenture including, in particular, Section 4.04(c) thereof. (b) The Authority agrees to pay the City interest on the principal balance of any amounts designated as a loan hereunder at a rate to be determined based upon applicable City policies in effect at the time of any such loan. 3. FURTHER COOPERATION. (a) The City shall continue to make available such employees of the City as may be necessary and appropriate to assist the Authority in carrying out any authorized duty or activity of the Authority pursuant to the Urban Renewal Law, the Plan, or any other lawfully authorized duty or activity of the Authority. (b) The City agrees to assist the Authority and the Trustee by pursuing all lawful procedures and remedies available to it to collect and transfer to the Authority on a timely basis all Pledged Revenues for deposit into the Revenue Fund. To the extent lawfully possible, the City will take no action that would have the effect of reducing tax collections that constitute Pledged Revenues. (c) The City agrees to pay to the Authority any Pledged Property Tax Revenues when, as and if received by the City, but which are due and owing to the Authority pursuant to the Plan. (d) In connection with the issuance of the Series 2013 Bonds, the Authority agrees that so long as the Series 2013 Bonds are outstanding, the Authority shall submit to the City Manager by February 15 of each year a report in substantially the form set forth as Exhibit B to the Indenture. The City Manager agrees to submit such report to the City Council at its first regular meeting in March in each year. Notwithstanding the foregoing, 125 3 failure by the Authority to provide the report required by this Section3(d) of this Agreement and Section 5.13 of the Indenture or failure by the City Manager to submit such report to the City Council shall not constitute a default under this Agreement or under the Indenture. 4. SUBORDINATION. The Authority’s obligation under this Agreement to repay the City for the loan referred to in Section 1 hereof is subordinate to the Authority’s obligations for the repayment of the Series 2013 Bonds, any Additional Bonds and any other obligations or indebtedness that is secured or payable in whole or in part by the Pledged Revenues on a parity with the Series 2013 Bonds. 5. GENERAL PROVISIONS. (a) Separate Entities. Nothing in this Agreement shall be interpreted in any manner as constituting the City or its officials, representatives, consultants, or employees as the agents of the Authority, nor as constituting the Authority or its officials, representatives, consultants, or employees as agents of the City. Each entity shall remain a separate legal entity pursuant to applicable law. Neither party shall be deemed hereby to have assumed the debts, obligations, or liabilities of the other. (b) Third Parties. Neither the City nor the Authority shall be obligated or liable under the terms of this Agreement to any person or entity not a party hereto, other than the Trustee. (c) Modifications. No modification or change of any provision in this Agreement shall be made, or construed to have been made, unless such modification is mutually agreed to in writing by both parties and incorporated as a written amendment to this Agreement. Memoranda of understanding and correspondence shall not be construed as amendments to the Agreement. (d) Entire Agreement. This Agreement shall represent the entire agreement between the parties with respect to the subject matter hereof and shall supersede all prior negotiations, representations, or agreements, either written or oral, between the parties relating to the subject matter of this Agreement and shall be independent of and have no effect upon any other contracts. (e) Severability. If any provision of this Agreement is held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired. (f) Assignment. Except for the pledge under the Indenture, this Agreement shall not be assigned, in whole or in part, by either party without the written consent of the other and of the Bank. (g) Waiver. No waiver of a breach of any provision of this Agreement by either party shall constitute a waiver of any other breach or of such provision. Failure of either party to enforce at any time, or from time to time, any provision of this Agreement shall 126 4 PUBFIN/1637930.4 not be construed as a waiver thereof. The remedies reserved in this Agreement shall be cumulative and additional to any other remedies in law or in equity. IN WITNESS HEREOF, the parties have caused this Agreement to be executed by their duly authorized officers on the date above. CITY OF FORT COLLINS, COLORADO Mayor (SEAL) ATTESTED: City Clerk FORT COLLINS URBAN RENEWAL AUTHORITY [SEAL] By Chairperson, Board of Commissioners Attest: By Executive Director 127 u r b a n r e n e w a l a u t h o r i t y Karen Weitkunat, Chairperson City Council Chambers Gerry Horak, Vice-Chairperson City Hall West Bob Overbeck 300 LaPorte Avenue Lisa Poppaw Fort Collins, Colorado Gino Campana Wade Troxell Ross Cunniff Cablecast on City Cable Channel 14 on the Comcast cable system Darin Atteberry, Executive Director Steve Roy, City Attorney Wanda Nelson, Secretary The City of Fort Collins will make reasonable accommodations for access to City services, programs, and activities and will make special communication arrangements for persons with disabilities. Please call 221-6515 (TDD 224-6001) for assistance. URBAN RENEWAL AUTHORITY BOARD OF COMMISSIONERS MEETING June 18, 2013 (after the Regular Council Meeting) 1. Call Meeting to Order. 2. Roll Call. 3. Agenda Review: • Executive Director’s Review of Agenda. 4. CITIZEN PARTICIPATION Individuals who wish to address the Board on items not specifically scheduled on the agenda must first be recognized by the Chairperson or Vice Chair. Before speaking, please sign in at the table in the back of the room. The timer will buzz once when there are 30 seconds left and the light will turn yellow. The timer will buzz again at the end of the speaker’s time. Each speaker is allowed 5 minutes. If there are more than 6 individuals who wish to speak, the Chairperson may reduce the time allowed for each individual. ! State your name and address for the record. ! Applause, outbursts or other demonstrations by the audience are not allowed ! Keep comments brief; if available, provide a written copy of statement to Secretary 128 5. CITIZEN PARTICIPATION FOLLOW-UP This is an opportunity for the Chairperson and Commissioners to follow-up on issues raised during Citizen Participation. 6. Staff Reports. 7. Commissioner Reports. DISCUSSION ITEMS The method of debate for discussion items is as follows: ! Chairperson introduces the item number and subject; asks if formal presentation will be made by staff ! Staff presentation (optional) ! Chairperson requests citizen comment on the item (five-minute limit for each citizen) ! Board questions of staff on the item ! Board motion on the item ! Board discussion ! Final Board comments ! Board vote on the item Note: Time limits for individual agenda items may be revised, at the discretion of the Chairperson, to ensure all citizens have an opportunity to speak. Please sign in at the table in the back of the room. The timer will buzz when there are 30 seconds left and the light will turn yellow. It will buzz again at the end of the speaker’s time. 8. Consideration and Approval of the Minutes of the May 8 and May 14, 2013 Urban Renewal Authority Meetings. 9. Resolution No. 058 of the Fort Collins Urban Renewal Authority Authorizing, Approving and Directing the Issuance, Sale and Delivery by the Authority of Tax Increment Revenue Refunding Bonds (North College Avenue Project) Series 2013, in the Maximum Aggregate Principal Amount of $11,800,000; Approving Documents in Connection Therewith; and Ratifying Prior Actions. (staff: John Voss; 5 minute staff presentation; 10 minute discussion) Property tax revenue in the North College Plan Area has matured and is therefore attractive to outside investors. The Resolution adopted by the City Council expresses the Council’s intent to replenish the URA’s debt service reserve fund if such funds are ever used to make debt service payments. Replenishment of the reserve fund is contingent upon annual appropriation of funds by the City Council in its sole discretion. The City Council's expression of intent improves the credit rating on the 2013 Bonds. With the City Council Resolution, the 2013 Bonds are expected to have an effective interest rate of 3.3%, which is slightly less than the weight average of the current loans, 3.44%. 10. Resolution No. 059 of the Fort Collins Urban Renewal Authority Adopting the Storefront Improvement Program for the North College Urban Renewal Area and Authorizing the Executive Director to Enter Into Project Reimbursement Agreements. (staff: Tom Leeson, Megan Bolin, Josh Birks; 5 minute staff presentation; 20 minute discussion) This Resolution is a formal approval of the Storefront Improvement Program for the North College Urban Renewal Area. The purpose of the Program is to encourage the voluntary rehabilitation of commercial buildings, improvements and conditions within the North College Urban Renewal Area by offering financial assistance (50% of the total project cost, up to a maximum URA contribution of 129 $5,000 per storefront) to property owners and/or business tenants seeking to renovate or restore their commercial storefronts and/or building facades. 11 Other Business. 12. Adjournment. 130 DATE: June 18, 2013 STAFF: Wanda Nelson AGENDA ITEM SUMMARY URBAN RENEWAL AUTHORITY 8 SUBJECT Consideration and Approval of the Minutes of the May 8 and May 14, 2013 Urban Renewal Authority Meetings. 131 May 8, 2013 Urban Renewal Authority A meeting of the Fort Collins Urban Renewal Authority, scheduled for May 7, 2013, at the conclusion of the Regular Council Meeting, was held on Wednesday, May 8, 2013, at 2:22 a.m., in the Council Chambers of the City of Fort Collins City Hall. Roll call was answered by the following Boardmembers: Campana, Cunniff, Horak, Overbeck, Poppaw and Troxell. Boardmembers Absent: Weitkunat Staff Members Present: Atteberry, Harris, Roy. Suspension of Rules Boardmember Cunniff made a motion, seconded by Boardmember Poppaw, to suspend the rules to consider the agenda items. Yeas: Troxell, Horak, Cunniff, Poppaw, Campana and Overbeck. Nays: none. THE MOTION CARRIED. Citizen Participation Carolyn White, Counsel for Alberta, requested that all of the collective testimony and responses to questions from the prior hearing be included. She stated the developer team would agree to all of the amendments made at the prior hearing. Consideration and Approval of the Minutes of the March 27, 2013 Urban Renewal Authority Meeting, Adopted Boardmember Poppaw made a motion, seconded by Boardmember Overbeck, to approve the minutes of the March 27, 2013 Urban Renewal Authority meeting. Yeas: Horak, Cunniff, Poppaw, Campana, Overbeck and Troxell. Nays: none. THE MOTION CARRIED. Resolution No. 055 of the Fort Collins Urban Renewal Authority Approving a Redevelopment and Reimbursement Agreement With the City of Fort Collins, Walton Foothills Holdings VI, L.L.C., and the Foothills Metropolitan District Regarding the Redevelopment of Foothills Mall, Adopted as Amended The following is the staff memorandum for this item. “EXECUTIVE SUMMARY 206 132 May 8, 2013 This resolution authorizes and approves the execution of a Redevelopment and Reimbursement Agreement, by the City Manager of the City of Fort Collins, in connection with the redevelopment of the Foothills Mall. BACKGROUND / DISCUSSION Project Overview Location Located within the Midtown Urban Renewal Plan (Adopted, September 2011), the Foothills Fashion Mall (“Foothills”) encompasses approximately 76.3 acres of property bounded generally on the north by Swallow Road, on the east by Stanford Road, on the south by Monroe Drive, and on the west by College Avenue. The project is zoned C-G General Commercial and is located in the Transit-Oriented Development Overlay District (the “TOD District”). History The original Foothills Fashion Mall opened in 1973 and was constructed, owned, and operated by a partnership that included the Everitt Companies. The Everitt Companies developed numerous real estate projects during the 1970s, 80s, and 90s throughout Fort Collins. In 1988, Foothills was expanded to include additional anchor stores (J.C. Penney, Mervyn’s). In 1995, Foothills changed further with an expansion of the Foley’s (now Macy’s) building. The Fort Collins Urban Renewal Authority (“URA”) was created by City Council in 1982 to prevent and eliminate conditions in the community related to certain “blight factors”, as defined in Sections 31-25-101, et seq., Colorado Revised Statutes (the “Urban Renewal Law”). Using tax increment financing (“TIF”), the URA is able to leverage public and private investment to remediate blight, which is complimentary to the City’s broader goal of promoting redevelopment and infill in targeted areas. Midtown Fort Collins has been identified as one of these targeted areas for infill and redevelopment, primarily because it includes a significant portion of the College Avenue commercial corridor and the Mason Corridor collectively referred to as the “Community Spine”. A major influence in Midtown is Foothills Mall. For the first decades of operation, the Mall was a major regional retail center that attracted shoppers from northern Colorado, southeastern Wyoming, and southwestern Nebraska. The mall underwent several expansions in 1980s and 1990s, but nevertheless has experienced declining sales and increasing vacancies, partly due to increasing competition from newer retail centers in northern Colorado. The loss of two major anchor stores, Mervyn’s and JC Penny, only further contributed to the mall’s decline and solidified the revitalization of the mall as a top City priority. General Growth Properties (GGP) purchased the aging mall in 2003 with plans to revitalize and redevelop the property. Recognizing the mall has significant barriers to redevelopment, the City early on explored TIF via the URA as a potential tool to assist with its redevelopment. In the City’s 2005 Economic Action Plan, the mall is identified as the “single most important retail 207 133 May 8, 2013 redevelopment initiative in the City”, and identifies the establishment of an Urban Renewal Plan as the “most effective manner for the City to assist in the redevelopment”. In 2007, the City hired a consultant to conduct an Existing Conditions Survey to determine if the area contained sufficient conditions according to Urban Renewal Law to declare it blighted. The 2007 Survey affirmed blight factors exist and declared the area blighted. City Council ultimately adopted Resolution 2007-052 and 2007-053 declaring Foothills Mall blighted and approving the Foothills Mall Urban Renewal Plan, respectively. Unfortunately, GGP did not initiate any redevelopment activities and decided to postpone investment because of the economic environment at the time. In order to preserve the ability to use TIF in the future, City Council passed Resolution 2008-110 which repealed Resolution 2007-053 and dissolved the Foothills Mall Urban Renewal Plan. Despite this setback, redevelopment of the mall continued to be a top priority. In 2010, the City conducted a Redevelopment Study for Midtown; while this analyzed Midtown as a whole, a significant portion was dedicated to the mall and potential redevelopment scenarios that could occur. One of the action items from this Study was for staff to examine Midtown for conditions of blight and determine whether it met statutory qualifications for an Urban Renewal Area. In February 2011, as a result of the recommended action item, City Council adopted Resolution 2011-008 authorizing and directing staff to prepare an Urban Renewal Plan and Existing Conditions Survey (Survey) for the Midtown Area, including Foothills Mall. Since the mall had been previously examined in 2007, staff conducted a basic site evaluation and determined that the blight factors cited in 2007 remained present in 2011. Ultimately, City Council adopted Resolutions 2011-080 and 2011-081 adopting the Midtown Existing Conditions Survey and Midtown Urban Renewal Plan, respectively. Conversations between the City and GGP about redevelopment of the mall continued throughout this time. However, GGP decided not to invest in the property and sold Foothills Mall and adjacent properties to Walton Foothills Holdings IV, LLC (the “Developer”) in July 2012. Seeing redevelopment of Foothills Mall seemed imminent, the URA sent notice mid-July to property owners and tenants within and immediately adjacent to the mall informing those parties that ownership had changed. Additionally, the notice solicited redevelopment proposals for the URA to take into consideration. Although general inquiries were received, the URA only received a formal proposal from Walton/Alberta. In September 2012, the URA sent the Walton/Alberta a formal letter selecting them as the developer for the project. Project Description Alberta Development Partners in partnership with Walton Street Capital (the “Developers”) intend to undertake a comprehensive redevelopment of the Foothills Fashion Mall (the “Project”). The redevelopment will include a mixed-use redevelopment with a commercial/retail component (734,979 square feet), a commercial parking structure and up to 800 multi-family dwelling units on 76.3 acres. 208 134 May 8, 2013 Retail The project proposes to deconstruct portions of existing Foothills and renovate the remaining original structure, for a 388,084 square foot, one-level, enclosed shopping mall. In addition, various free standing buildings including the Commons At Foothills Mall Building, the Shops at Foothills Mall buildings, The Plaza at Foothills Mall, the Corner Bakery, Christy Sports and the Youth Activity Center building would all be deconstructed. In their place, eight new retail buildings are proposed along South College Avenue, ranging from 9,300 square feet to 31,715 square feet in size. Internal to the site, five new retail building are proposed to be located northwest of the existing enclosed mall. These five building range from 7,636 square feet to 12,000 square feet in size. To the southeast of the existing mall, four new restaurants are proposed ranging in size from 8,088 square feet to 124,000 square feet as well as a new, two-story 24,000 square foot Foothills Activity Center to replace the Youth Activity Center. Additionally, a new 86,754 square foot entertainment and theater building is proposed located southeast of the new restaurants. The large east green area and smaller west green plazas anchor the pedestrian network. The commercial component provides a total of 3,581 parking spaces via a six level, 84,663 foot parking structure and surface parking spaces. Residential The residential component of the project proposes up to 800 multi-family units distributed among five buildings that will include a mix of studio, one, two, and three bedroom units. Current plans call for the construction of 446 residential units. The residential component of the project includes 1,422 parking space via three separate subterranean structures (858 spaces), an above ground structure (472 spaces) and 92 open surface parking stalls. The residential buildings will range in height from two- to five-stories. Generally, the residential building heights get taller as the project develops from the north to south along Stanford Road. Green Development Practices/Components The Developer is committed to developing an efficient and high performing project in an effort to meet or exceed many of the objectives identified in the City’s Climate Action Plan. It should be noted that redevelopment of the Foothills Mall will inherently achieve many significant improvements including the removal and mitigation of existing hazardous materials (Asbestos), a complete upgrade of stormwater facilities on-site, and the inclusion of updated HVAC and lighting systems, which are significantly more efficient than the existing systems. The Developer is currently engaged with the City of Fort Collins in a modified Integrated Design Assistance Program (IDAP) in an effort to identify opportunities for improved building performance. City staff and the Developer’s design team has a scheduled half-day design charrette on May 3 to identify design opportunities that will result in high-performance buildings that exceed building code requirements for energy performance. The objectives of that meeting are to identify proposed design elements that go above and beyond code requirements; to collaborate on new opportunities for enhanced design features to decrease the project’s carbon impact; to quantify the project’s carbon impact, and to identify and agree on a clear plan of action to achieve a high 209 135 May 8, 2013 performance project. The results of the meeting will be provided to City Council under separate cover. The Developer has committed to numerous other “green” components within the project, which are included in Attachment 1 and titled “Foothills Mall Renovation and Fort Collins Green Code Compliance.” The City of Fort Collins has provided the Developer a response to that memo with a list of enhancements and additional measures to improve the environmental sustainability of the project (Attachment 2). The Developer has agreed to comply with those measures and will be updating their memo to include the enhancements. The updated memo will be provided to City Council under separate cover. The Climate Action Plan includes a goal of diverting 50% of waste from the landfills and Alberta addressed this policy in several ways. As part of the deconstruction/demolition of the existing mall, Alberta has committed to dismantle the existing structures in manner that diverts at least 50% (by weight) of all materials from the landfill. Alberta Development has provided a memo which articulates how this will be accomplished, which is included as Attachment 3. It should be noted that demolition and construction waste material diversion is included as an agenda item during the May 3 charrette to identify ways to increase the diversion amount even more. The recycling plan during operations of the mall is also a key component of the overall waste diversion goals and several recommendations have been made to the Developer by the City’s Environmental Services that address this issue. These recommendations are included within the enhancements and additional measures provided to the Developer to improve the environmental sustainability of the project (Attachment 2). An overall waste management plan will be developed for the project and is included as part of the May 3 charrette. Blight Conditions A first step in any Urban Renewal Authority project is the determination of whether an area constitutes a blighted area under Colorado Urban Renewal Law. The principle purpose of determining blight and creating the related urban renewal plan and programs and/or projects of redevelopment is to eliminate blight or prevent the spread of blight and/or the further deterioration of blight areas (Colorado Revised Statutes Section 31-25-107(4.5). In 2007, the City of Fort Collins commissioned Terrance Ware & Associates to conduct an Existing Conditions Study to determine if the Foothills Mall area met the statutory requirements to be determined a “blighted area”. The 2007 study concluded the area was blighted based on six blight conditions. Furthermore, all of the blight conditions were found to still be in existence in April 2011 when the City conducted a second existing conditions study as part of the Midtown Existing Conditions Survey, which was third-party verified by MTA Planning & Architecture. In addition to deterioration of structures, obsolescence of building systems and poor or unsafe ingress and egress, there were three site conditions that contributed to the determination of blight. These included: poor and hazardous pedestrian circulation; inadequate vehicular circulation; and, inadequate drainage facilities. The three site conditions were found to be present, independent of 210 136 May 8, 2013 each other, in multiple locations; however, all three site conditions were found to exist on the southwestern portion of the site. The plan identified missing sidewalk connections along College Avenue, as well as a lack of pedestrian connections from College Avenue to the interior of the site; inadequate vehicular circulation within the interior of the site due to a lack of drive aisles and curb and gutter; as well as poor drainage as a result of the topography of the site. In particular, the site containing Sears is lower than the remaining mall site, and is immediately adjacent to a drainage ditch. The report states: “Drainage of the 72-acre parcel is highly inadequate. There are only six drains to facilitate drainage for the entire property. This causes significant back-ups often resulting in flooding during heavy rainstorms.” The site plan submitted to and approved by the Planning and Zoning Board on February 7, 2013, reflects an effort to meet the goals of City Plan, the Land Use Code, and remediate the blight conditions identified in the 2007 Existing Conditions Study. In addition to the meeting the goals of City Plan and the Land Use Code, the current site plan remediates the three highlighted blight conditions in the following manner. In relation to vehicular circulation, the plan reconfigures the site to provide definite drive aisles with curb and gutter. The proposed drive aisles provide clear sight lines, and are clearly delineated with landscaped islands. Additionally, the proposed new building does not extend as far to the west as the existing building, and the existing drainage ditch is to be accommodated with an underground culvert. This eliminates the “bottleneck” issue and provides ample space for overall vehicular circulation. The existing lack of adequate pedestrian connections is alleviated by addressing both the vertical and horizontal constraints on the site. In order to achieve adequate pedestrian connections to the interior of the site, a significant amount of fill (roughly eight 8 feet in some locations) is proposed on the site. The fill would allow the pedestrian connections from College Avenue to the interior of the site to meet ADA requirements. Additionally, new sidewalks are proposed along College Avenue, as well as the main entrance into the mall from College Avenue. Finally, the inadequate drainage on the site is remedied by adding the fill, which allows for improved flow to the exterior of the site, as well as adding new drainage structures where appropriate. Eligible Costs Certain projects costs are eligible for public assistance per Colorado Revised Statutes relating to Urban Renewal and Special Districts (Title 32). The types of eligible costs for each (Urban Renewal and Metro District) are relatively broad and include such categories as: • Acquisition of a blighted area; • Demolition and removal of buildings and improvements; • Installation, construction, or reconstruction of streets, utilities, parks, playgrounds, and other improvements necessary for carrying out the objectives of the urban renewal plan; • Carrying out plans for a program through voluntary action and the regulatory process for the repair, alteration, and rehabilitation of buildings or other improvements in accordance with the urban renewal plan; 211 137 May 8, 2013 • Acquisition of any other property where necessary to eliminate unhealthful, unsanitary, or unsafe conditions, lessen density, eliminate obsolete or other uses detrimental to the public welfare, or otherwise remove or prevent the spread of blight or deterioration or to provide land for needed public facilities. It is important to note that the total amount of eligible costs per the Colorado Revised Statutes is significantly higher than the $53 million in public assistance being offered. However, the Developer and the City of Fort Collins established a process to identify project costs that are extraordinary costs associated with remediating blighted conditions on the property, or costs associated with public improvements or public infrastructure. These are costs in which there is direct public benefit. The process of identifying the eligible costs balanced the need to maximize the public benefit while ensuring the public assistance was the minimum amount necessary to make the project financially viable. The following provides a brief description of each of the eligible costs summarized in Table 1 below: • Land Acquisition: This amount represents the estimated value of the land underlying the portions of the project that include the public gathering spaces such as the east and west lawns, the Foothills Activity Center, and other green or public spaces on the site. • Parking Structure: This cost represents 75% of the parking structure. The structure allows for greater utilization of site including the public gathering spaces. • Demolition/Abatement: Demolition and deconstruction of the aging facility represents an extraordinary cost associated with remediating blight and mitigation the hazardous materials. • Fixture and Amenities: This represents urban design enhancements to the public gathering spaces (east and west lawns) to provide high quality of place. • Ditch Relocation: Relocating a segment of the Larimer No. 2 ditch to the west side of College Ave. represents an extraordinary cost associated with remediating blight. • Site Work: This cost is associated with earthwork (grade and fill), site walls to alleviate topographic constraints on the site, as well as asphalt paving, curb and gutter, and sidewalks. • Utilities: This represents upgrades and improvements to sanitary sewer, storm water, water lines and fire water systems. • Soft Costs: Architectural and engineering costs associated with activity center, parking structure, as well as materials testing, and environmental/abatement management. • Foothills Activity Center: A publicly owned and operated activity center that includes gymnasium, public meeting rooms and after-school programs for youth. 212 138 May 8, 2013 • Pedestrian Crossing/Underpass: A pedestrian connection linking MAX BRT and Foothills Mall utilizing Larimer No. 2 Ditch alignment under College Ave. Table 1 Summary of Eligible Costs for Reimbursement ($ Millions) Public Benefit Fort Collins provides a high quality of place attributed to the lively historic downtown and the city’s impressive parks, trails and open space networks. These community assets make Fort Collins an attractive place for both a well-educated workforce and diverse industries. The redevelopment of Foothills represents an opportunity to strengthen the existing high quality of place. The Project meets numerous City Plan policy objectives and occurs in a Targeted Redevelopment Area (as defined by City Plan). Thus, the project represents an opportunity to achieve more than economic outcomes but an opportunity to strengthen the overall community. City Plan Objectives The Project as proposed meets a variety of City Plan objectives, including but not limited to: Economic Health • EH 1.4 – Target the Use of Incentives to Achieve Community Goals: The project will achieve broader community goals as described, including redevelopment within a Targeted Infill Area, infrastructure upgrades, and support of transit. • EH 4.1 – Prioritize Targeted Redevelopment Areas: The Link-N-Greens site is within an identified targeted redevelopment area in City Plan. 213 139 May 8, 2013 Community and Neighborhood Livability • LIV 5.1 – Encourage Targeted Redevelopment and Infill: The Foothills site is encompassed by the identified targeted redevelopment areas within City Plan. In addition, the Project meets the purpose of this principle because it: N Promotes the revitalization of existing, underutilized commercial and industrial areas; N Concentrates higher density housing and mixed-use development in locations that will be served by high frequency transit in the future; N Promotes reinvestment in an area where infrastructure already exists; and N Increases economic activity in the area to benefit existing residents and businesses and may provide the stimulus to redevelop. • LIV 5.2 – Target Public Investment along the Community Spine: Additionally, the project occurs in the identified “community spine,” which has been identified as the “highest priority area for public investment in streetscape and urban design improvements and other infrastructure upgrades to support infill and redevelopment and to promote the corridor’s transition to a series of transit-supportive, mixed-use activity centers”. • LIV 21.4 – Provide Access to Transit: The project includes access to bus stops along College Avenue, Foothills Parkway and Stanford Road. In addition, the Project lies within a short walking distance of both the Horsetooth and Swallow MAX stops. Furthermore, the project will include the construction of a pedestrian underpass across College Avenue facilitating a safe link to MAX and Mason Corridor. Transportation • T 3.3 – Transit Supportive Design: The proposed Project includes significant enhancements to pedestrian and bicycle connectivity around and thru the site. In addition, the underpass connection to MAX signifies a major opportunity to connect the Project to the MAX Bus Rapid Transit system. Economic Health Strategic Plan In addition, the project as proposed addresses one of the four goals of the Economic Health Strategic Plan adopted by City Council in June 2012. This goal is supported by several strategies, which this project addresses specifically. Goal 4: Develop community assets and infrastructure necessary to support the region’s employers and talent. • Targeted Infill & Redevelopment: This project falls in a defined targeted and infill area and delivers a significant redevelopment project as a catalyst in the area. 214 140 May 8, 2013 Midtown Urban Renewal Area The Midtown Urban Renewal Plan, adopted in 2011 and ratified and confirmed in February 2013, is intended to stimulate private sector development in the Plan area using a combination of private and public investment and Urban Renewal Authority financing. Numerous objectives are identified to guide such investment, and the redevelopment of Foothills Mall accomplishes several, including: • Facilitate redevelopment by private enterprise through cooperation among developers and public agencies to plan, design, and build needed improvements. • Address and remedy conditions in the area that impair or arrest the sound growth of the City. • Implement the Comprehensive Plan. • Redevelop and rehabilitate the area in a manner which is compatible with and complementary to unique circumstances in the area. • Improve pedestrian, bicycle, vehicular and transit-related circulation and safety. • Contribute to increased revenues for all taxing entities. Financial Investment Overview On November 8, 2012, exclusive negotiations between the URA and Walton/Alberta were initiated under an Agreement to Negotiate. Negotiations with regard to the public financing package have been occurring since. The public financing package includes the dedication of four revenue sources in the following priority order: Sources • Foothills Metropolitan District Capital Mills – The Metro District will pledge 50 mills of ad valorem real property tax revenue to the bond. This mill levy expires when the bond is fully repaid or within 25 years, whichever comes first. • Property Tax Increment – The URA will pledge 100 percent of the annual ad valorem property tax increment revenue over a 25-year period, less an administrative fee up to a maximum of 1.5 percent of the gross property tax increment revenue received by the URA. • Public Improvement Fee – The Developer will impose a 1 percent Public Improvement Fee (PIF) on all taxable transactions within the Project and pledge these revenues to the bond. This revenue source sunsets after 30 years. • Sales Tax Increment – The URA will pledge 100 percent of the annual sales tax increment generated above a base by the Project related to the City’s 2.25 percent General Fund Sales Tax rate (the “Core Rate”). The above priority order works such that the first revenue source pledged to bond repayment is the last revenue source out. Therefore, the Sales Tax Increment Pledge, despite existing for all 25 years, will begin to release funds back the City as early as 2018. 215 141 May 8, 2013 Project Cost Summary The total redevelopment project is estimated to cost $312 million. These costs are split between the commercial/retail at approximately $230 million or 74 percent and 446 anticipated residential units at a total cost of $82 million or 26 percent. The eligible costs described above total (See Table 1) approximately $53 million or 17 percent of the total cost and 23 percent of the commercial/retail costs. The eligible costs represents the target amount of bond proceeds to be generated by the pledged revenues. Assumptions The financial analysis resulting in the public finance investment contemplated in the proposed Redevelopment and Reimbursement Agreement relies on several key assumptions. Each of these assumptions is described briefly below: • Project Timing – The financial analysis assumes a May 8 “go” date for commencement of construction activity. This result in a ground breaking in June/July 2013 and substantial completion of the project in November 2014. Demolition of the old Sears building, and construction of the new building in place of Sears, along with the residential is not likely to be complete until sometime in 2015. • Annual Sales Per Square Foot – The financial analysis assumes $350 per square foot in annual retail sales once the project stabilizes, assumed to occur in 2016. This assumption relies on several inputs, including the average annual sales per square foot figure for all Malls as provided by the International Council of Shopping Centers ($458 per square foot for 2012). In addition, Economic & Planning Systems provided a full analysis of retail transfer, inflow and growth, which was used to project the anticipated retail sales level at the redeveloped mall (See Attachment 4 for more details). • Occupancy – The financial analysis assumes, based on the construction schedule, that 80 percent of the gross leasable area will be occupied by retail tenants by December 31, 2015. This number will grow to 95 percent occupancy and remain at this level by December 31, 2016. • Retail Sales Growth – The financial analysis assumes that retail sales will grow by 2 percent annually. This pace of growth is consistent with historical growth rates in the City of Fort Collins of 5.4 percent annually since 1990. In addition, this rate falls short of the historic growth rate of inflation as measured by the Consumer Price Index, 2.9 percent annually since 1982. • Property Value Growth – The financial analysis assumes that real property values will increase by 1 percent annually. This pace of growth is conservative compared to the historical growth rate in of real property in Larimer County. Public Finance Revenue Summary The Redevelopment and Reimbursement Agreement before the URA Board for consideration contemplates utilizing the pledged revenues, as described, to support the issuance of a bond by the Foothills Metro District. The proceeds from the bond issuance are intended to pay or reimburse the 216 142 May 8, 2013 eligible costs and to pay cost of issuance. As described, the bond will be supported by four revenue sources. The primary revenues supporting the bond will come from the Metro District in the form of annual ad valorem taxes on real property and a PIF. These two revenue sources will generate $50.0 and $64.7 million respectively between 2015 and 2038, as shown in Table 2, over the 25 year anticipated life of the bond. In addition, the pledged URA property tax increment will generate approximately $55.2 million during the same period. By 2017, these three revenue sources will represent $6.4 million in revenue annually, the first full year of stabilized Metro District ad valorem tax, PIF and property tax increment. Based off the financial analysis, it is anticipated that these three revenue sources will be able to cover the full debt payment of the bond by the end of 2017. Table 2 Summary of Public Finance Revenues Generated by the Project, 2015-2038 ($ Millions) In addition, sales tax increment has been pledged to support the issuance of a bond. There are three components to the sales tax generated by the Project, including: • Base – Existing sales tax revenue generated by retailers in the Mall and surrounding Project Area. • Transfer – Revenue from other areas of the city that shift to the Mall after redevelopment. • New – The net new revenue, or revenue in excess of base and transfer, associated with the redeveloped mall project. In addition, the sales tax revenue can be broken by the various pieces of the effective 3.85 percent rate. There are two main pieces, including: • Core City Sales Tax Rate – This corresponds to the long-standing 2.25 percent General Fund rate. • Dedicated City Sales Tax Rate – This corresponds to the sum total of four dedicated sales taxes including: Transportation (0.25 percent), Natural Areas (0.25 percent), Building on Basics (0.25 percent), and Keep Fort Collins Great (0.85 percent) dedicated sales tax rates for a total of 1.60 percent. The revenue generated by the constituent pieces of the Sales Tax rates is summarized in Table 3. The base, transfer, and new components of the Dedicated City Sales Tax Rate will generate 217 143 May 8, 2013 approximately $104.6 million between 2015 and 2038. In addition, the Core Rate base Sale Tax Revenue will generate approximately $44.4 million during the same period. Therefore, the total revenue generated by the project that is not pledged to the bond is approximately $149.0 million. Table 3 Summary of Sales Tax Revenue Generated by the Project, 2015-2038 ($Millions) The Agreement only pledges the transfer and new sales tax revenue related to the Core Rate. Based on the financial analysis, these sales tax revenues represent approximately $102.7 million or the anticipated pledge sales tax revenue. However, the Agreement distinguishes between sales tax pledge and remittance/share. Each item is described below: • Sales Tax Pledge – The Agreement pledges only tax revenues generated by the Core Rate, only the tax revenue in excess of the base and defines the base as the 12 months prior to the modification of the Plan to authorize tax increment. • Sales Tax Share/Remittance – The Agreement recognizes that the sales tax pledge is only the extent necessary to support debt service and reserve contributions after all other revenue sources contribute completely to support the bond. Public Finance Package Structure To better understand the structure of the public finance package, Table 4 summarizes the anticipated sales tax revenue split between the two rates (Core and Dedicated) by the three components (Base, Transfer, and New). In 2016, the total pledged sales tax revenue to the project (identified by the yellow) totals $3.1 million of the approximately $4.9 million generated by the Core Rate (2.25 percent). The City retains the remaining $5.3 million generated by the unpledged Dedicated Rate (1.60 percent) and Core Rate base. These numbers increase to $3.3 million in pledged revenue and $5.5 million in retained revenue by 2018. 218 144 May 8, 2013 Table 4 Annual Summary of Sales Tax Revenue Generated by the Project, 2016 & 2018 As stated, the pledged sales tax revenue serves as the last revenue source to support the issuance of the bond. Therefore, as the remaining three pledge revenues grow over time the need for pledged sales tax revenue to support the bonds diminishes to zero. The financial analysis demonstrates this in the estimated cash flow presented in Table 5. The bond will likely be issued in 2013 with three years of capitalized interest. Based on forecasts, revenue will first be available to fund the debt service of the bond in 2015. In 2015, the pledged revenue sources, excluding the sales tax revenue, will generate approximately $2.1 million towards bond repayment and reserve contributions. The pledged sales tax revenue will generate an additional $2.5 million. These two revenue sources combined will generate sufficient revenue (along with capitalized interest) to cover the debt payment and reserve contributions required by the bond. The pledged revenue sources, excluding the sales tax revenue, will grow to $6.5 million in 2017 largely due to the delay in property tax valuation and collection. The pledged sales tax revenue is anticipated to grow to $3.2 million. Together, these revenues will cover the debt payment and the last sizable portion of the supplemental reserve fund contribution. Starting in 2018, the pledged revenue sources, excluding sales tax revenue, are anticipated to cover the debt payment thru the rest of the bond term, which is anticipated to terminate in 2038. As a result, starting in 2018 the pledged sales tax revenue will not be required to meet debt payments or reserve contributions. These revenues will, according to the terms of the Agreement, be released back to the City. At that point, the total sales tax revenue retained by the City will rise to $8.8 million and continue at this rate with 2 percent growth per year. This constitutes a $4.0 million increase in net new revenues compared to the existing $3.2 million base (both Core and Dedicate Rates) and estimated $1.6 million in transfer. As a result approximately $8.8 million of the pledge sales tax is used between 2013 and 2017 to support the debt payment and reserve contributions. 219 145 May 8, 2013 Table 5 Anticipated Public Finance Cash Flow, 2015-2019 ($ Millions) FINANCIAL / ECONOMIC IMPACTS Financial Impact to the City Net Revenue to the City The financial analysis evaluated the impact of the sales tax pledge over the full 25 years of the bond term. This provides a fuller understanding of the impact to the City of the sales tax pledge. The total anticipated sales tax revenue generated by the Core Rate between 2015 and 2038 is approximately $147 million with $103 million pledged toward the bond issuance (Transfer and New; shown in yellow), as shown in Table 6. The Dedicated Rate generates approximately $105 million between 2015 and 2038. The grand total of anticipated sales tax is approximately $252 million. The estimated new revenue between 2015 and 2038 is approximately $117 million. Subtracting the estimated $8.8 million in tax used to make debt payments and reserve contributions between 2013 and 2017 leaves approximately $108 million in net new to the City or approximately $4.3 million annually on average. Table 6 Summary of Sales Tax Revenue Generated by the Project, 2015-2038 ($ Millions) Sensitivity/Risk Analysis Staff has evaluated 3 risk scenarios that are summarized in Table 7. 220 146 May 8, 2013 Scenario I – current assumptions on the District bond assume a non-rated issue with a term of 25 years at a 7% interest rate supported by the four pledged revenues as previously discussed. If the interest rate were to increase to 8%, debt service would increase by $17M and cause an $11M reduction in the Net New City Revenue. Scenario II – assumes a 10% reduction in sales per square foot (a reduction from the current assumption of $350 sq. ft. to $315 sq. ft.) and a reduction in assessed property values of 10%. Metro District revenues would decline by $20M, Remitted Sales Tax Revenue would increase by $6M, and Net New City Revenue would decline by $23M, largely driven by the reduction in sales tax receipts. Scenario III – assume a 20% reduction in sales per square foot (a reduction from the current assumption of $350 sq. ft. to $280 sq. ft.) and no change to assumed property valuations. Metro District revenue would decline by $13M, Remitted Sales Tax Revenue would increase by $2M, and Net New City Revenue would decline by $35M. In summary, the most significant risk to the City occurs with from a shortfall in sales per square foot. As previously stated, staff believe the sales per square foot assumption of $350 is conservative compared with other retail activity benchmark data. Table 7 Summary of Sensitivity Analysis ($ Millions) Economic Impact Analysis Overview The Project will generate economic impacts during construction and operations. The construction activities, occurring while the Developer builds and renovates Foothills, will generate one-time impact for construction workers and businesses in the area. The on-going operations of the redeveloped mall and the occupying tenants will create annual economic impacts, employing workers in the community and supporting additional economic activity throughout the region. An economic impact analysis prepared by TIP Strategies and ImpactDataSource evaluates the plan to redevelop the Foothills Mall (Attachment 5). The analysis uses the Project Development Plan as approved by the Planning & Zoning (P&Z) Board, on February 7, 2013, as the input, assuming a $312 million project investment and 446 multi-family residential units. 221 147 May 8, 2013 The one-time construction activity will support 2,905 workers in the area and support $160.1 million in new earnings for these works, as shown in Table 8. The redeveloped mall operations represent the restaurant and retail employment and earnings supported by tenants at the mall. Currently, mall tenants employ 200-300 workers but employment is trending lower. It is projected that tenants leasing space in the redeveloped mall will employ a total of 1,200 workers when fully leased. In total, the mall’s operations will support 1,434 total workers and $28.4 million in workers’ earnings annually. Table 8 Summary of One-Time and Annual Economic Impacts Construction (One-Time) One-Time Jobs 2,905 Earnings $160,096,057 Average Earnings per Job $55,111 Operations (On-going)** Annual Jobs 1,434 Earnings $28,375,412 Average Earnings per Job $19,785 In addition to economic impacts, the redevelopment of the mall will generate one-time revenues collected by the City of Fort Collins. These revenues will be generated by the construction and renovation investment. Specifically, the redevelopment and construction project will result in sales and use tax collections, capital expansion fees, building permits and plan check fees. The one-time revenue from Sales and Use Taxes will total approximately $5.1 million with approximately $4.8 million in construction materials sales and use tax revenue and $197,000 in sales and use tax from construction worker spending, as shown in Table 9. The total building permit and plan check fees, capital expansion fees, utility fees, and street oversizing fees will total approximately $12.4 million. Table 9 Summary of One-Time Fiscal Impacts Sales and Use Taxes – Construction Materials $4,870,250 Sales and Use Taxes – Construction Worker Spending $197,245 Total Sales & Use Taxes $5,067,495 Building Permit & Plan Check Fees $848,414 Capital Expansion Fees (Less Credits) $3,441,306 Stormwater, Water & Wastewater Fees (Less Credits) $6,332,604 Street Oversizing Fees $1,729,600 Total Permit, Plan Check, and Fees $12,351,924 222 148 May 8, 2013 ENVIRONMENTAL IMPACTS Triple Bottom Line Analysis City staff prepared a Triple Bottom Line Analysis Map (TBLAM) for the Foothills Mall Redevelopment Project. The purpose of looking at major projects through a triple bottom line lens is to identify opportunities and issues in an unbiased and broad way. The TBLAM is not used to make decisions but rather to identify and work to mitigate issues, to optimize solutions whenever possible, and to inform decisions. The Mall TBLAM is presented in Attachment 6. The City of Fort Collins is committed to analyzing major projects using a triple bottom line approach. Over the next several months, the Sustainability Services Area will be working to identify and optimize the set of tools and approaches to conduct these analyses in conjunction with the development of the community sustainability plan. Carbon Footprint A carbon footprint analysis is being completed for the Mall Redevelopment Project at City Council’s request. The analysis will evaluate the footprint of the proposed redeveloped mall and compare that to the footprint of the existing mall and to the existing mall if it were operating under thriving conditions. A local sustainability engineering consulting firm, The Brendle Group, has been retained to prepare the analysis in conjunction with City staff. The footprint analysis will be reviewed and refined at the May 3, 2013 mall charrette and will be provided to City Council by close of business on May 3rd under separate cover. Storm Water Quality The Foothills Redevelopment is required to meet current storm water standards, which will result in significant upgrades to the site. Runoff will be captured and treated to remove pollutants and discharged off site at a much slower rate than the existing condition. The storm water management and treatment facilities will provide significant reductions in peak rates of runoff from the site seen during all storm events. The reductions will create improvements in the environment downstream of the site such as reductions in the erosion of channels and improved water quality in rivers and streams that receive the runoff from the site. STAFF RECOMMENDATION Staff recommends adoption of the Resolution. BOARD / COMMISSION RECOMMENDATION The Economic Advisory Commission met April 24 and May 1, 2013 and voted 6-1 to recommend the following: 223 149 May 8, 2013 “The Economic Advisory Commission believes that the Foothills Mal redevelopment is an important part of the Fort Collins City Plan and economic vision. As such, the EAC supports the public finance assistance package for the Foothills Redevelopment Project as described by City staff. As part of this recommendation ,the EAC highly recommends good faith efforts by the City in order to understand the full revenue and cost implications for, and to collaborate with other taxing entities based on forthcoming rigorous analysis of the forecasted and eventually actual impacts of redevelopment.” PUBLIC OUTREACH The following lists outreach associated with all URA actions related to Foothills Mall. Outreach between 2007-2008 • April 4, 2007 written notification to property owners and business interests • April 6, 2007 published notification in the Coloradoan • April 11, 2007 public open house • April 17, 2007 City Council meeting, submitting the Existing Conditions Survey to the Planning and Zoning Board, Poudre School District, and Larimer County • April 19, 2007 Planning and Zoning Board meeting • Written notification to taxing entities • May 15, 2007 City Council meeting, adopting the Foothills Urban Renewal Plan • November 18, 2008 City Council meeting, dissolving the Foothills Urban Renewal Plan Outreach between 2011-2013 • January 21, 2011 written notification to property owners and business interests • February 1, 2011 City Council meeting, authorizing staff to prepare an Existing Conditions Survey • April 20, 2011 public open house • May 17, 2011 City Council meeting, submitting Existing Conditions Survey to the Planning and Zoning Board, Poudre School District, and Larimer County • May 19, 2011 written notifications to taxing entities • July 12, 2011 written notification to property owners and business interests • 2011, general outreach was also provided throughout the year to community organizations, such as the South Fort Collins Business Association and Chamber of Commerce • September 6, 2011 City Council meeting adopting the Midtown Urban Renewal Plan • July 18, 2012 written notification to property owners and business interests (Mall area only) • November 8, 2012 URA Board meeting, adopting an Agreement to Negotiate with mall Owner • December 12, 2012 written notice to property owners and business interests • December 12, 2012 published notification in the Coloradoan • February 28, 2013 City Council meeting, reaffirming the Midtown Existing Conditions Survey and Urban Renewal Plan 224 150 May 8, 2013 • March 28, 2013 written notice to property owners and business interests regarding the plan amendment • March 28, 2013 published notification in the Coloradoan regarding the plan amendment General Outreach on the Financial Investment Package: • Economic Advisory Meeting, Special Session, April 24, 2013 and May 1, 2013 (See Attachment 8) • Fort Collins Area Chamber of Commerce, Local Legislative Affairs Committee, April 26, 2013 • Open House for Board and Commission Chairs, April 30, 2013” Deputy City Attorney Daggett suggested making a language change in order to reflect the changes made to Resolution 2013-042 in the Council deliberation. Boardmember Cunniff made a motion, seconded by Boardmember Overbeck, to adopt Resolution No. 055, as amended. Yeas: Cunniff, Poppaw, Campana, Overbeck, Troxell and Horak. Nays: none. THE MOTION CARRIED. Resolution No. 056 of the Fort Collins Urban Renewal Authority Regarding the Redevelopment of Foothills Mall and Regarding Cooperation and Partnership with Larimer County on Economic Revitalization Efforts and the Use of Tax Increment Financing, Adopted as Amended The following is the staff memorandum for this item. “EXECUTIVE SUMMARY In an effort to address some of the concerns raised by Larimer County with regards to the use of tax increment financing, the proposed resolution directs the City and the Urban Renewal Authority (URA) to remit an amount equal to 50% of the property tax increment generated from the residential units associated with the Foothills Mall redevelopment project in each year that those funds are available after payment of debt service requirements for the District Bonds, as well as the personal property tax increment revenues from the Mall. BACKGROUND DISCUSSION Representatives of the City of Fort Collins and Larimer County have been engaged for several months in a discussion of the potential impacts to the County of the use by the City and the URA of tax increment financing, and in particular, for the Foothills Mall redevelopment project. Both the City and County agree that the redevelopment of the Foothills Mall is important to both the City of Fort Collins and Larimer County because of the public benefits such a project will provide the 225 151 May 8, 2013 citizens, including blight remediation, civic pride, premier regional shopping and entertainment opportunities, and an increase in community investment. Furthermore, the City and the URA recognize that residential development generally is expected to have greater impact on County services than commercial development. Given that the Foothills Mall redevelopment includes a substantial residential component, the City agrees to remit an amount equal to 50% of the property tax increment generated from the residential portion of the project in each year that those funds are available after payment of debt service requirements for the District Bonds, subject to annual appropriation. Additionally, the URA Executive Director will work with the City and the County to develop an agreement through which the Authority will agree to remit to the County the portion of the property tax increment received by the Authority from the Foothills Mall that represents the County’s share of the personal property tax increment paid from the Foothills Mall. The County will be required to provide an accounting reasonably satisfactory to the City and the Authority of both personal and real property tax collected, at the County’s cost. The Resolution authorizes the President of the URA Board to execute an intergovernmental agreement to carry out this commitment. The potential fiscal impacts to the County resulting from the use of tax increment financing are analyzed by a jointly developed fiscal impact model. A number of the assumptions within the fiscal impact have come into question, and there is a desire for an impact analysis model that allows for a more robust and holistic analysis. To this end, the City and the URA have agreed to work cooperatively with the County and, to the extent practicable, with other municipalities in the County, to develop an appropriate fiscal impact analysis model for evaluating financial impacts associated with the formation of tax increment financing districts, the redevelopment of lands within the city, and the annexation of property into the city that will support further discussions with the County regarding these issues. FINANCIAL / ECONOMIC IMPACTS This proposal will result in less revenue available to the URA to pledge to the Foothills Mall Redevelopment bond repayment. STAFF RECOMMENDATION Staff recommends adoption of the Resolution.” Executive Director Atteberry noted Council received a revised version of this item in the read-before packet. Boardmember Poppaw made a motion, seconded by Boardmember Campana, to adopt Resolution No. 056, as amended. Yeas: Poppaw, Campana, Overbeck, Troxell, Horak and Cunniff. Nays: none. THE MOTION CARRIED. 226 152 May 8, 2013 Adjournment The meeting adjourned at 2:29 a.m. Wednesday, May 8, 2013. _________________________________ Chairperson ATTEST: _____________________________ Secretary 227 153 May 14, 2013 Urban Renewal Authority A meeting of the Fort Collins Urban Renewal Authority was held on Tuesday, May 14, 2013, at 7:16 p.m., in the Council Chambers of the City of Fort Collins City Hall. Roll Call was answered by the following Boardmembers: Campana, Cunniff, Horak, Overbeck, Poppaw, Troxell, and Weitkunat. Staff Members Present: Atteberry, Nelson, Roy. Resolution No. 057, Appointing Committee Members to the Finance Committee, Adopted The following is the staff memorandum for this item. “EXECUTIVE SUMMARY This committee of the Urban Renewal Authority (URA) Board would consist of the same members that serve on the Council Finance Committee. Having a separate committee allows the URA Finance Committee to discuss all matters related the URA, including receiving and discussing privileged and confidential URA information. BACKGROUND / DISCUSSION The URA established the Finance Committee and appointed Karen Weitkunat, Kelly Ohlson and Ben Manvel through Resolution No. 044 in October 2012. Kelly Ohlson and Ben Manvel have since completed their terms as Councilmembers and can no longer serve as Commissioners for the Finance Committee, creating a need for new appointments to the Finance Committee. City Council Resolution 2013-039, adopted on May 7, 2013, appointed Karen Weitkunat, Bob Overbeck, and Ross Cunniff as the members of the City Council Finance Committee. Since the URA financial matters are often tied to City financial matters, this Resolution appoints the City Council Finance Committee members as the URA Finance Committee members.” Vice-Chair Horak made a motion, seconded by Boardmember Troxell, to adopt Resolution No. 057. Yeas: Cunniff, Horak, Weitkunat, Campana, Poppaw, Overbeck and Troxell. Nays: none. THE MOTION CARRIED. 227 154 May 14, 2013 Adjournment The meeting adjourned at 7:18 p.m. _________________________________ Chair ATTEST: _____________________________ Secretary 228 155 DATE: June 18, 2013 STAFF: John Voss AGENDA ITEM SUMMARY FORT COLLINS URBAN RENEWAL AUTHORITY 9 SUBJECT Resolution No. 058 of the Fort Collins Urban Renewal Authority Authorizing, Approving and Directing the Issuance, Sale and Delivery by the Authority of Tax Increment Revenue Refunding Bonds (North College Avenue Project) Series 2013, in the Maximum Aggregate Principal Amount of $11,800,000; Approving Documents in Connection Therewith; and Ratifying Prior Actions. EXECUTIVE SUMMARY Property tax revenue in the North College Plan Area has matured and is therefore attractive to outside investors. The Resolution adopted by the City Council expresses the Council’s intent to replenish the URA’s debt service reserve fund if such funds are ever used to make debt service payments. Replenishment of the reserve fund is contingent upon annual appropriation of funds by the City Council in its sole discretion. The City Council's expression of intent improves the credit rating on the 2013 Bonds. With the City Council Resolution, the 2013 Bonds are expected to have an effective interest rate of 3.3%, which is slightly less than the weight average of the current loans, 3.44%. BACKGROUND / DISCUSSION The North College URA Project Area was created in 2004, allowing the URA to receive incremental property taxes through 2029. Collection of property tax increment revenue in North College began in 2007, and the 2012 property taxes payable in 2013 are expected to be $1.3 million. Table 1 - Net Property Tax Increment Revenue $000’s 2007 2008 2009 2010 2011 2012 2013 * $110 $287 $263 $493 $536 $907 $1,285 *anticipated A common measure used by lenders in determining risk is the ratio of pledged revenue to debt service, called a coverage ratio. Investors want that ratio to be high – at least 125%. The current revenue of $1.3 million could support up to $1 million a year in debt service. The proposed maximum annual debt service of $919,000 yields a good coverage ratio of 142%. City Loans to URA The initial financing model adopted for North College has the City providing initial capital through a loan until the tax increment revenue reaches a maturity level that can support external financing to third party investors. Eight loans have been made by the City to the URA in the North College District. The first loan has been repaid. Table 2 recaps the current status of the loans. Table 2 – North College Loan Status $000’s Date Project Original Value Current Balance Term Years Rate City Fund Holding 09/2006 Valley Steel, URA start-up funds $ 150 $ 0 5 5.55% General Fund 05/2009 North College Market Place, Phase 1 5,000 4,729 20 2.85% Capital Expansion 12/2010 JAX 173 106 5 2.50% Capital Expansion 06/2011 NEECO 326 326 10 3.01% Storm Drainage 07/2011 Kaufman Robinson 193 193 5 2.46% General Fund 07/2011 North College Market Place, Phase 2 3,000 2,884 19 4.09% Water Fund 08/2012 North College Road Improvements 2,700 2,700 18 3.92% Capital Projects BCC Loans to be refinanced 11,542 10,938 3.44% Weighted average 06/09 RMI2 5,304 5,304 20 2.50% General Fund Total North College Area 16,846 16,242 156 June 18, 2013 -2- ITEM 9 The proposal is to issue enough debt to takeout $10.94 million in loans to the City, plus interest and debt issue costs. For the following reasons, the City’s loan to the URA that relates to RMI is not being refinanced. • The use of the RMI loan proceeds does not qualify the interest to be tax exempt. Therefore the interest rate would be significantly higher. • The new market tax credit deal cannot be refinanced until 2017. • There is not enough revenue capacity to meet external investor expectations relating to coverage ratios. Only about $1 million of the $5.3 million could be considered for refinancing if the favorable coverage ratio was to be preserved. Preliminary Structure of 2013 Bonds Approximately $11.4 million of bond proceeds will be used to takeout $10.94 million of debt to the City, plus interest of $254,000, and pay debt issue costs of $206,000. Coupon interest rates vary from 2% for near term bonds and 4% for longer term bonds. The collective Net Interest Cost is expected to be 3.3%, which compares favorably to the 3.44% weighted average interest rate on the debt being retired. Future annual payments will vary from $914,000 to $919,000 through 2029. The Underwriters for the 2013 Bonds have recommended that a debt service reserve fund in the amount of $920,000 would be advisable for marketing the 2013 Bonds and that purchasing a Surety Policy for such an amount would be preferable to funding such a reserve with cash. The cost of such a Surety Policy would be $55,000. If it was ever necessary to draw upon the Surety Policy, the City’s replenishment pledge would repay such draw, subject to annual appropriation. Staff prefers this option but will make a decision later based on the potential impact on the credit rating. City Council Resolution It is anticipated that the City Council’s expression of intent to replenish the bond reserve fund will result in a credit rating of Aa3. Without this, and a proven revenue stream, the interest rate would likely be 5% or higher rather than 3.3%. Future Financing Model City staff have communicated to the URA that going forward the City intends to only loan money when alternative financing agreements are not feasible. The reimbursement agreement recently approved for Aspen Heights is an example of the preferred approach for future development agreements. The Aspen Heights developer will be reimbursed over time as revenue is collected, rather than in a lump sum upon completion of the project. Timeline June 24 Publish Preliminary Official Statement on Internet Sites July 9-10 Market Bonds July 23 Closing Consultants – The URA and City have engaged three firms to help issue the new debt: Sherman & Howard as the Bond Attorney, BLX as the Financial Advisor and RBC Capital Markets as the Bond Underwriters. FINANCIAL / ECONOMIC IMPACTS The replacement debt will take out $10.94 million in debt to the City, pay $254,000 of interest and pay $206, 000 in delivery date expenses. It should be noted that later this summer the City will use some of the returned monies to loan $5 million to the URA for the first Midtown Project – The Summit (Capstone). 157 June 18, 2013 -3- ITEM 9 Table 3 -Before Refinancing 000s 2012 2013 2014 2015 2016 Cash In-flows Property Tax Increment $ 907 $ 1,285 $ 1,310 $ 1,310 $ 1,337 Other Inflows 109 97 95 92 97 Loan Proceeds 2,700 Total Inflows 3,716 1,382 1,405 1,402 1,433 Cash Out-flows Operating Costs (132) (235) (263) (268) (272) Project Costs (3,718) (212) Subordinate Debt Service (645) (804) (1,539) (1,008) (1,162) Total Outflows (4,496) (1,251) (1,802) (1,276) (1,434) Net Cash Flow (780) 130 (397) 126 (0) Beginning Cash 2,531 1,751 1,881 1,485 1,611 Ending Cash 1,751 1,881 1,485 1,611 1,611 Table 4 - After Refinancing 000s 2012 2013 2014 2015 2016 Cash In-flows Property Tax Increment $ 907 $ 1,285 $ 1,310 $ 1,310 $ 1,337 Other Inflows 109 97 100 97 103 Loan Proceeds 2,700 Refinancing Proceeds 11,398 Total Inflows 3,716 12,780 1,410 1,407 1,439 Cash Out-flows Operating Costs (132) (235) (263) (268) (272) Project Costs (3,718) (212) Debt Service 2013 Bonds (132) (917) (917) (915) Subordinate Debt Service (645) (663) (133) (133) Bond Issue Costs (206) Takeout loans plus interest (11,192) Total Outflows (4,496) (11,978) (1,844) (1,317) (1,319) Net Cash Flow (780) 802 (434) 90 120 Beginning Cash 2,531 1,751 2,553 2,120 2,210 Ending Cash 1,751 2,553 2,120 2,210 2,330 Table 5 - Net Change 000s 2012 2013 2014 2015 2016 $ 0 $ 672 $ 635 $ 599 $ 719 STAFF RECOMMENDATION Staff recommends adoption of the Resolution. BOARD / COMMISSION RECOMMENDATION The URA Board Finance Committee reviewed and tentatively approved the refinancing and the concept of a Council Resolution regarding debt reserve replenishment at its meeting 158 on May 20, 2013. June 18, 2013 -4- ITEM 9 ATTACHMENTS 1. Board Finance Committee minutes, May 20, 2013. 2. Preliminary debt structure, prepared by RBC Capital Markets 3. Powerpoint presentation 159 Finance Administration 215 N. Mason 2nd Floor PO Box 580 Fort Collins, CO 80522 970.221.6788 970.221.6782 - fax fcgov.com URA Finance Committee Meeting Draft of Minutes 5/20/13 11:00 to Noon CIC Room Council Attendees: Mayor Karen Weitkunat, Ross Cunniff, Bob Overbeck Staff: Darin Atteberry, Mike Beckstead, Chris Donegon, Harold Hall, John Voss, Katie Wiggett Others: Jim Manire, Joel Stewart Approval of the Minutes of March 18, 2013 Ross Cunniff moved to approve the minutes for the December 17, 2013 meeting. Bob Overbeck seconded the motion. Minutes were approved unanimously. Election of Officers Ross Cunniff nominated Mayor Karen Weitkunat as chair of the URA Committee. Bob Overbeck seconded the nomination. URA North College Refinance John Voss presented the URA’s plan to refinance approximately $11.2 million of the debt it originally borrowed from the City in relation to the North College area. Because an established revenue stream can be shown to investors, private money can be used to replace City money. The 2013 bonds require the URA to establish a debt reserve fund. To better enhance the credit rating on the replacement debt, the City must pledge to replenish the URA’s debt reserve fund if the URA ever uses the funds to make debt payments. With the City’s pledge, the new URA debt is expected to have an effective interest rate of 2.98% and a credit rating of Aa3. Without the City’s pledge, the interest rate would likely be 5% or higher. The refinancing of this debt will improve the cash flows of the URA and is expected to save $922,000 through 2029. City staff have communicated to the URA that going forward the City intends to only loan money when alternative financing agreements are not feasible. The reimbursement agreement recently approved for Aspen Heights is an example of the preferred approach for future development agreements. The City’s pledge includes a commitment to maintain an unrestricted fund balance in the General Fund in an amount at least equal to the Reserve Fund Requirement, estimated at $961,000. The General Fund can easily meet that requirement: at the end of 2012, the collective unrestricted fund balances in the General Fund totaled $37 million. Property tax revenue in the North College URA plan area is unlikely to decline enough to trigger the use of the Debt Service Reserve Fund. ATTACHMENT 1 160 2 Ross Cunniff asked how this restriction in the General Fund would be noted if a special reserve fund were not created. John Voss said that there will be a note within the general fund, setting aside the reserve fund money. A future CFC topic on Fund Balance will explain this further. Council Finance Committee reviewed and tentatively approved the refinancing and the concept of a debt reserve replenishment pledge at their meeting on December 17, 2012. Staff recommends that this topic be brought to council on June 4 because it is a time sensitive issue. Projected Timeline – May 16 Send rating documents to Moody’s May 29 Receive credit rating from Moody’s June 4 City Council and URA Board approve refinancing actions June 6 Publish Preliminary Official Statement on internet sites June 18‐19 Market Bonds July 9 Closing Council Direction / Next Steps The Council Finance supports the URA Refinance and recommends that it be brought to Council on June 4. 161 May 31, 2013 9:19 am Prepared by RBC Capital Markets TABLE OF CONTENTS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Report Page Sources and Uses of Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Bond Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Bond Summary Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Bond Debt Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Bond Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 ATTACHMENT 2 162 May 31, 2013 9:19 am Prepared by RBC Capital Markets Page 1 SOURCES AND USES OF FUNDS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Dated Date 07/23/2013 Delivery Date 07/23/2013 Sources: Bond Proceeds: Par Amount 10,995,000.00 Net Premium 403,271.50 11,398,271.50 Uses: Project Fund Deposits: Proceeds to Takeout Loans - Principal 10,938,089.54 Proceeds to Takeout Loans - Interest 254,057.40 11,192,146.94 Delivery Date Expenses: Cost of Issuance 101,513.06 Underwriter's Discount 49,477.50 Surety @ 6% (AGM Est) 55,134.00 206,124.56 11,398,271.50 163 May 31, 2013 9:19 am Prepared by RBC Capital Markets Page 2 BOND PRICING Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Maturity Yield to Premium Bond Component Date Amount Rate Yield Price Maturity (-Discount) Serial bonds: 12/01/2014 545,000 2.000% 0.760% 101.668 9,090.60 12/01/2015 555,000 3.000% 0.950% 104.763 26,434.65 12/01/2016 570,000 3.000% 1.260% 105.698 32,478.60 12/01/2017 590,000 3.000% 1.590% 105.909 34,863.10 12/01/2018 605,000 3.000% 1.930% 105.417 32,772.85 12/01/2019 625,000 3.000% 2.320% 103.995 24,968.75 12/01/2020 645,000 3.000% 2.550% 102.998 19,337.10 12/01/2021 665,000 3.000% 2.780% 101.628 10,826.20 12/01/2022 685,000 3.000% 3.000% 100.000 12/01/2023 705,000 3.000% 3.130% 98.855 -8,072.25 12/01/2024 725,000 4.000% 3.240% 106.637 C 3.294% 48,118.25 12/01/2025 755,000 4.000% 3.340% 105.734 C 3.427% 43,291.70 12/01/2026 785,000 4.000% 3.440% 104.840 C 3.542% 37,994.00 12/01/2027 815,000 4.000% 3.510% 104.220 C 3.620% 34,393.00 12/01/2028 845,000 4.000% 3.580% 103.603 C 3.690% 30,445.35 12/01/2029 880,000 4.000% 3.650% 102.992 C 3.753% 26,329.60 10,995,000 403,271.50 Dated Date 07/23/2013 Delivery Date 07/23/2013 First Coupon 12/01/2013 Par Amount 10,995,000.00 Premium 403,271.50 Production 11,398,271.50 103.667772% Underwriter's Discount -49,477.50 -0.450000% Purchase Price 11,348,794.00 103.217772% Accrued Interest Net Proceeds 11,348,794.00 164 May 31, 2013 9:19 am Prepared by RBC Capital Markets Page 3 BOND SUMMARY STATISTICS Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Dated Date 07/23/2013 Delivery Date 07/23/2013 Last Maturity 12/01/2029 Arbitrage Yield 3.089727% True Interest Cost (TIC) 3.263604% Net Interest Cost (NIC) 3.295575% All-In TIC 3.378388% Average Coupon 3.632958% Average Life (years) 9.537 Duration of Issue (years) 8.009 Par Amount 10,995,000.00 Bond Proceeds 11,398,271.50 Total Interest 3,809,676.67 Net Interest 3,455,882.67 Total Debt Service 14,804,676.67 Maximum Annual Debt Service 918,900.00 Average Annual Debt Service 905,177.24 Par Average Average PV of 1 bp Bond Component Value Price Coupon Life change Serial bonds 10,995,000.00 103.668 3.633% 9.537 7,719.30 10,995,000.00 9.537 7,719.30 All-In Arbitrage TIC TIC Yield Par Value 10,995,000.00 10,995,000.00 10,995,000.00 + Accrued Interest + Premium (Discount) 403,271.50 403,271.50 403,271.50 - Underwriter's Discount -49,477.50 -49,477.50 - Cost of Issuance Expense -101,513.06 - Other Amounts -55,134.00 -55,134.00 -55,134.00 Target Value 11,293,660.00 11,192,146.94 11,343,137.50 Target Date 07/23/2013 07/23/2013 07/23/2013 Yield 3.263604% 3.378388% 3.089727% 165 May 31, 2013 9:19 am Prepared by RBC Capital Markets Page 4 BOND DEBT SERVICE Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Period Ending Principal Coupon Interest Debt Service 12/01/2013 132,426.67 132,426.67 12/01/2014 545,000 2.000% 372,450.00 917,450.00 12/01/2015 555,000 3.000% 361,550.00 916,550.00 12/01/2016 570,000 3.000% 344,900.00 914,900.00 12/01/2017 590,000 3.000% 327,800.00 917,800.00 12/01/2018 605,000 3.000% 310,100.00 915,100.00 12/01/2019 625,000 3.000% 291,950.00 916,950.00 12/01/2020 645,000 3.000% 273,200.00 918,200.00 12/01/2021 665,000 3.000% 253,850.00 918,850.00 12/01/2022 685,000 3.000% 233,900.00 918,900.00 12/01/2023 705,000 3.000% 213,350.00 918,350.00 12/01/2024 725,000 4.000% 192,200.00 917,200.00 12/01/2025 755,000 4.000% 163,200.00 918,200.00 12/01/2026 785,000 4.000% 133,000.00 918,000.00 12/01/2027 815,000 4.000% 101,600.00 916,600.00 12/01/2028 845,000 4.000% 69,000.00 914,000.00 12/01/2029 880,000 4.000% 35,200.00 915,200.00 10,995,000 3,809,676.67 14,804,676.67 166 May 31, 2013 9:19 am Prepared by RBC Capital Markets Page 5 BOND SOLUTION Fort Collins Urban Renewal Authority Tax Increment Revenue Refunding Bonds, Series 2013 (North College Avenue Project) 'Aa3' Est Rating | Callable 12/1/23 @ 100 | 5/31/13 Mkt Rates **Preliminary Numbers - Subject to Change** Period Proposed Proposed Total Adj Revenue Unused Debt Serv Ending Principal Debt Service Debt Service Constraints Revenues Coverage 12/01/2013 132,427 132,427 1,300,000 1,167,573 981.67537% 12/01/2014 545,000 917,450 917,450 1,300,000 382,550 141.69710% 12/01/2015 555,000 916,550 916,550 1,300,000 383,450 141.83623% 12/01/2016 570,000 914,900 914,900 1,300,000 385,100 142.09203% 12/01/2017 590,000 917,800 917,800 1,300,000 382,200 141.64306% 12/01/2018 605,000 915,100 915,100 1,300,000 384,900 142.06098% 12/01/2019 625,000 916,950 916,950 1,300,000 383,050 141.77436% 12/01/2020 645,000 918,200 918,200 1,300,000 381,800 141.58135% 12/01/2021 665,000 918,850 918,850 1,300,000 381,150 141.48120% 12/01/2022 685,000 918,900 918,900 1,300,000 381,100 141.47350% 12/01/2023 705,000 918,350 918,350 1,300,000 381,650 141.55823% 12/01/2024 725,000 917,200 917,200 1,300,000 382,800 141.73572% 12/01/2025 755,000 918,200 918,200 1,300,000 381,800 141.58135% 12/01/2026 785,000 918,000 918,000 1,300,000 382,000 141.61220% 12/01/2027 815,000 916,600 916,600 1,300,000 383,400 141.82850% 12/01/2028 845,000 914,000 914,000 1,300,000 386,000 142.23195% 12/01/2029 880,000 915,200 915,200 1,300,000 384,800 142.04545% 10,995,000 14,804,677 14,804,677 22,100,000 7,295,323 167 1 1 Refinancing North College Debt Urban Renewal Authority June 18, 2013 2 Overview • URA has borrowed money from the City • Loans were intended to bridge gap until revenue stream established • Looking to refinance some of these loans with external investors • Refinance about $10.9 million ATTACHMENT 3 168 2 3 Financing Model for URA Projects • Initial financing model – City provides capital upfront – Until revenue stream is proven – Replace with external financing • Future financing will be similar to Aspen Heights – No lump sum at completion of project – Share percent of revenue as collected – Consider exceptions for special circumstances 4 City Loans to URA for N. College Date Project Orig. Value Current Balance Term Years Rate City Fund Holding 09/06 V. Steel, URA start-up funds $ 150 $ 0 5 5.55% General Fund 05/09 N.C. Market Place, phase 1 5,000 4,729 20 2.85% Capital Expansion 12/10 JAX 173 106 5 2.50% Capital Expansion 06/11 NEECO 326 326 10 3.01% Storm Drainage 07/11 Kaufman Robinson 193 193 5 2.46% General Fund 07/11 N.C. Market Place, phase 2 3,000 2,884 19 4.09% Water Fund 08/12 N.C. Road Improvements 2,700 2,700 18 3.92% Capital Projects BCC Loans to be refinanced 11,542 10,938 3.44% Weighted average 06/09 RMI2 5,304 5,304 20 2.50% General Fund Total North College Area 16,846 16,242 $000’s 169 3 5 North College TIF District • Created in 2004, expires in 2029 • Increment on property taxes, none on sales tax • Property tax increment revenue started flowing in 2007 • Revenue is now mature and stable, more attractive to investors * anticipated 2007 2008 2009 2010 2011 2012 2013 * $110 $287 $263 $493 $536 $907 $1,285 Tax Increment Revenue $000s 6 Credit Enhanced by City Pledge • City pledges to replenish the URA’s debt service reserve fund, if it were to used to make debt payments – Non-binding; pledge is to consider replenishing – However, not honoring the pledge would significantly impact the City’s credit rating and ability to borrow money in future • Reduces interest rate from well over 5% to 3.3% 170 4 7 2013 Bonds (preliminary) • 3.3% Interest Rate • 16 year term • North College TIF District forecasted to end with similar cash balance at end of 2029 8 Money Returned to City • Repay $10.9 million to the City • City can recycle a portion of returned money into another loan to URA for a Prospect South project – The Summit (Capstone) – $5 million loan authorized by City and URA in September 2011 – Staff to execute loan later this summer 171 5 9 Next Steps • June 24 Publish Preliminary Official Statement • July 9-10 Market the bonds • July 23 Closing 172 A-1 RESOLUTION NO. 058 OF THE BOARD OF COMMISSIONERS OF THE FORT COLLINS URBAN RENEWAL AUTHORITY AUTHORIZING, APPROVING AND DIRECTING THE ISSUANCE, SALE AND DELIVERY BY THE AUTHORITY OF TAX INCREMENT REVENUE REFUNDING BONDS (NORTH COLLEGE AVENUE PROJECT) SERIES 2013, IN THE MAXIMUM AGGREGATE PRINCIPAL AMOUNT OF $11,800,000; APPROVING DOCUMENTS IN CONNECTION THEREWITH; AND RATIFYING PRIOR ACTIONS. WHEREAS, the Fort Collins Urban Renewal Authority (the “Authority”) is a public body corporate and politic, and has been duly created, organized, established and authorized by the City of Fort Collins, Colorado (the “City”) to transact business and exercise its powers as an urban renewal authority, all under and pursuant to the Colorado Urban Renewal Law, constituting part 1 of article 25 of title 31, Colorado Revised Statutes, as amended (the “Act”); and WHEREAS, the City Council of the City by Resolution No. 2004-152 approved and adopted on December 21, 2004 has authorized and approved the “North College Urban Renewal Plan” as an urban renewal plan under the Act (the “Plan”) for the area described therein “Plan Area”); and WHEREAS, all applicable requirements of the Act and other provisions of law for and precedent to the adoption and approval by the City of the Plan have been duly complied with; and WHEREAS, pursuant to Section 31-25-109 of the Act, the Authority has the power and authority to issue bonds to finance the activities or operations of the Authority permitted and authorized under the Act and also has the power to issue refunding bonds; and WHEREAS, the Authority is authorized to issue bonds without an election; and WHEREAS, in order to undertake certain urban renewal projects within the Plan Area, the Authority has previously borrowed money from the City and entered into certain prior Loan Agreements with the City and executed certain prior Promissory Notes in connection therewith; and WHEREAS, the Board of Commissioners of the Authority (the “Board”) has determined that it is advantageous and in the best interests of the Authority to prepay in whole all of the outstanding Prior Promissory Notes (as defined in the Indenture, hereinafter defined) together with the accrued interest thereon (such prepayment of the Prior Promissory Notes hereinafter referred to as the “Refunding Project”); and WHEREAS, the Board has determined and hereby determines that it is in the best interests of the Authority and the citizens of the City that the Authority now issue its “Fort Collins Urban Renewal Authority, Tax Increment Revenue Refunding Bonds (North College 173 2 Avenue Project), Series 2013” in the maximum aggregate principal amount of $11,800,000 (the “Bonds”) in order to finance the Refunding Project, pursuant to and in accordance with the Plan and the Act; and WHEREAS, the Bonds will be issued under and pursuant to the Indenture of Trust dated as of the date of delivery of the Bonds (the “Indenture”) between the Authority and U.S. Bank National Association, as trustee (the “Trustee”); and WHEREAS, the Bonds shall be sold and delivered by the Authority to RBC Capital Markets, LLC (the “Underwriter”) pursuant to the provisions of a Bond Purchase Agreement (the “Bond Purchase Agreement”) between the Authority and the Underwriter; and WHEREAS, in connection with the issuance of the Bonds, it is necessary and in the best interests of the Authority to enter into a Cooperation Agreement (the “Cooperation Agreement”) between the Authority and the City; and WHEREAS, the Authority desires to enter into a Continuing Disclosure Certificate (the “Continuing Disclosure Certificate”) relating to the Bonds; and WHEREAS, Section 11-57-204 of the Supplemental Public Securities Act, constituting Title 11, Article 57, Part 2, Colorado Revised Statutes (the “Supplemental Act”), provides that a public entity, including the Authority, may elect in an act of issuance to apply all or any of the provisions of the Supplemental Act; and WHEREAS, there are on file with the City Clerk as the Secretary of the Board (the “Secretary”): (a) the proposed form of the Indenture; (b) the proposed form of the Bond Purchase Agreement; (c) the proposed form of the Preliminary Official Statement (the “Preliminary Official Statement”) prepared for distribution to the purchasers of the Bonds; (d) the proposed form of the Cooperation Agreement; and (e) the proposed form of the Continuing Disclosure Certificate; and WHEREAS, all acts, conditions and things required by law to exist, happen and be performed precedent to and in connection with the authorization of the Bonds exist, have happened and have been performed in regular and due time, form and manner as required by law, it is appropriate for the Board to adopt this Resolution at this time. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COMMISSIONERS OF THE FORT COLLINS URBAN RENEWAL AUTHORITY, COLORADO, THAT: Section 1. All actions (not inconsistent with the provisions of this Resolution) heretofore taken by the Board and the employees, agents, officials and officers of the Authority directed toward financing and implementing the Refunding Project, and the issuance and sale of the Bonds are hereby ratified, approved and confirmed. Section 2. The Board hereby finds and determines, pursuant to the laws of the State and the Act, that adopting this Resolution, issuing the Bonds, executing the documents 174 3 related thereto, and implementing the Refunding Project is necessary, advantageous and in the best interests of the Authority and the citizens of the City. Section 3. To provide funds to defray the cost of the Refunding Project and to pay the costs of issuance incurred in connection therewith, there is hereby authorized and created an issue of revenue bonds of the Authority designated as its “Tax Increment Revenue Refunding Bonds (North College Avenue Project), Series 2013” in the maximum aggregate original principal amount of $11,800,000, in accordance with the provisions of the Indenture and the Sale Certificate (hereinafter defined). The Bonds shall be dated, shall bear interest, shall be subject to redemption prior to maturity and shall mature as provided in the Indenture, and as set forth in the Sale Certificate. Section 4. The Board hereby exercises the option of the Authority to prepay all the outstanding Prior Promissory Notes (as defined in the Indenture) on the date of issuance of the Bonds, at a price equal to the respective principal amounts outstanding plus accrued interest thereon to the prepayment date, without premium. Section 5. The Board hereby elects to apply all of the Supplemental Act to the Bonds and in connection therewith delegates to each of the Chairperson of the Board (the “Chairperson”) and the Executive Director of the Authority (the “Executive Director”) the independent authority to make any determination delegable pursuant to Section 11-57-205(1)(a- i), Colorado Revised Statutes, to accept and sign the Bond Purchase Agreement, to make determinations in relation to the Bonds, and to execute a sale certificate (the “Sale Certificate”) setting forth such determinations, without any requirement that the Board approve such determinations, subject to the following parameters and restrictions: (a) the aggregate principal amount of the Bonds shall not exceed $11,800,000; (b) the Bonds shall mature no later than December 1, 2029; (c) the purchase price of the Bonds shall not be less than 98% of the original principal amount on the Bonds; and (d) the maximum net effective interest rate on the Bonds shall not exceed 3.95%. The Chairperson and the Executive Director are hereby independently authorized to determine whether a reserve fund insurance policy will be obtained for deposit into the Reserve Fund, and if so, to select a surety provider to issue a reserve fund insurance policy for all or any portion of the Reserve Fund Requirement related to the Bonds and execute any related documents or agreements required by such commitment. The delegation set forth in this Section 4 shall be effective for one year following the date hereof. Section 6. The forms, terms and provisions of the Indenture, the Bond Purchase Agreement, the Cooperation Agreement and the Continuing Disclosure Certificate (collectively, the “Documents”) are hereby authorized and approved, and the Authority shall enter into the Documents in substantially the forms on file with the Secretary, but such Documents may be completed, corrected or revised as deemed necessary by the parties thereto in order to carry out the purposes of this Resolution and as the Executive Director shall approve, the execution thereof being deemed conclusive approval of any such changes by the Authority. The Chairperson and the Executive Director are each hereby authorized and directed to execute 175 4 and deliver the Indenture, the Cooperation Agreement and the Continuing Disclosure Certificate for and on behalf of the Authority. The Secretary is hereby authorized and directed to affix the seal of the Authority to, and to attest those Documents requiring the attestation of the Secretary. The Bond Purchase Agreement shall be executed by either the Chairperson or the Executive Director as authorized pursuant to Section 5 hereof. Section 7. A final Official Statement, in substantially the form of the Preliminary Official Statement on file with the Secretary, is in all respects approved and authorized. The Chairperson is hereby authorized and directed, for and on behalf of the Authority, to execute and deliver the final Official Statement in substantially the form and with substantially the same content as the Preliminary Official Statement on file with the Secretary, with such changes as may be approved by the Chairperson or the Executive Director. The distribution of the Preliminary Official Statement and the final Official Statement to all interested persons in connection with the sale of the Bonds is hereby ratified, approved and authorized. Section 8. The form, terms and provisions of the Bonds, in the form contained in the Indenture and upon the terms to be set forth in the Sale Certificate, are hereby approved, with such changes therein as are approved by the Chairperson or the Executive Director; and the manual or facsimile signature of the Chairperson is hereby authorized and directed to be placed on the Bonds, the seal of the Authority, or a facsimile thereof, is hereby authorized and directed to be affixed to the Bonds, and the Executive Director is hereby authorized and directed to attest the Bonds, in accordance with the Indenture. Section 9. The officers of the Authority are hereby authorized and directed to execute and deliver for and on behalf of the Authority any and all additional certificates, documents and other papers, and to perform all other acts that they may deem necessary or appropriate in order to implement and carry out the transactions and other matters authorized by this Resolution. The execution of any document or instrument by the aforementioned officials or employees of the Authority shall be conclusive evidence of the approval by the Authority of such document or instrument in accordance with the terms hereof and thereof. Section 10. The Bonds, together with interest payable thereon, are special and limited obligations of the Authority payable solely as provided in the Indenture. The principal of, premium, if any, and interest on the Bonds shall not constitute an indebtedness of the City or the State of Colorado or any political subdivision thereof, and neither the City, the State of Colorado nor any political subdivision thereof shall be liable thereon, nor in any event shall the principal of, premium, if any, and interest on the Bonds be payable out of funds or properties other than the Trust Estate, as such term is defined in the Indenture. Neither the Commissioners of the Authority nor any persons executing the Bonds shall be liable personally on the Bonds. Section 11. Pursuant to Section 11-57-209 of the Supplemental Act, if a member of the Board, or any officer or agent of the Authority acts in good faith, no civil recourse shall be available against such member, officer, or agent for payment of the principal, interest or prior redemption premiums on the Bonds. Such recourse shall not be available either directly or indirectly through the Board or the Authority, or otherwise, whether by virtue of any constitution, statute, rule of law, enforcement of penalty, or otherwise. By the acceptance of the 176 PUBFIN/1640567.4 5 Bonds and as a part of the consideration of their sale or purchase, any person purchasing or selling such Bonds specifically waives any such recourse. Section 12. After the Bonds are issued, this Resolution shall be and remain irrepealable, and may not be amended except in accordance with the Indenture, until the Bonds and the interest thereon shall have been fully paid, canceled and discharged in accordance with the Indenture. Section 13. If any section, paragraph, clause or provision of this Resolution shall for any reason be held to be invalid or unenforceable, the invalidity or unenforceability of such section, paragraph, clause or provision shall not affect any of the remaining provisions of this Resolution. Section 14. All bylaws, orders and resolutions, or parts thereof, inconsistent herewith are hereby repealed to the extent only of such inconsistency. This repealer shall not be construed as reviving any bylaw, order or resolution or part thereof. Section 15. This Resolution shall be in full force and effect immediately upon its passage and approval. Passed and adopted at a regular meeting of the Board of Commissioners of the City of Fort Collins Urban Renewal Authority this 18th day of June, A.D. 2013. ________________________________________ Chairperson ATTEST: ________________________________ Secretary 177 DATE: June 18, 2013 STAFF: Tom Leeson, Megan Bolin Josh Birks AGENDA ITEM SUMMARY FORT COLLINS URBAN RENEWAL AUTHORITY 10 SUBJECT Resolution No. 059 of the Fort Collins Urban Renewal Authority Adopting the Storefront Improvement Program for the North College Urban Renewal Area and Authorizing the Executive Director to Enter Into Project Reimbursement Agreements. EXECUTIVE SUMMARY This Resolution is a formal approval of the Storefront Improvement Program for the North College Urban Renewal Area. The purpose of the Program is to encourage the voluntary rehabilitation of commercial buildings, improvements and conditions within the North College Urban Renewal Area by offering financial assistance (50% of the total project cost, up to a maximum URA contribution of $5,000 per storefront) to property owners and/or business tenants seeking to renovate or restore their commercial storefronts and/or building facades. BACKGROUND / DISCUSSION The 2013-2014 biennial budget for Fort Collins approved funding for the Storefront Improvement Program (Program), which included the following description: “The purpose of the program is to provide financial assistance to property owners and/or business tenants within an Urban Renewal TIF District seeking to renovate or restore their commercial storefronts and/or building facades. The goal is to leverage private investment to visually improve existing buildings.” The purpose of the Resolution is to formally approve the Program, which will allow individual funding requests to be approved administratively. As the budget language indicates, the purpose of the Program is to encourage the voluntary rehabilitation of commercial buildings, improvements and conditions within the North College Urban Renewal Area by offering financial assistance to property owners and/or business tenants seeking to renovate or restore their commercial storefronts and/or building facades (See Attachment A for a complete description of the Program). Approved participants of the Program are eligible to receive financial assistance, upon the completion their approved project. The assistance is for 50% of the total project cost, up to a maximum URA contribution of $5,000 per storefront. While the URA monies act as financial assistance to property owners and/or business tenants, the fundamental purpose of the assistance is to further the goals and objectives identified in the North College Urban Renewal Plan and the City’s Comprehensive Plan. Eligible participants in the Program include property owners of commercial buildings and tenants of ground floor commercial buildings that have an active sales tax license located within the North College Urban Renewal Area. A grant from this Program may not be used in combination with tax increment financing assistance. The eligible improvements include improvements that contribute to the visual enhancement of the property as viewed from the public right-of-way. Property owners that participate in the Program will be required to record a façade easement with the Larimer County Clerk and Recorder that will expire within five years of the date of project completion. The easement requires the owner to maintain the facade, get URA approval of subsequent changes, and it gives the URA the ability to make repairs and lien the property if the facade is not maintained (See Attachment 1 for the easement template). It is anticipated the URA will have two funding request deadlines per year. Significant outreach to North College property and business owners will be made in an effort to gain interest in the program. Due to the limited time remaining in 2013, only one funding request deadline will be offered. 178 June 18, 2013 -2- ITEM 10 FINANCIAL / ECONOMIC IMPACTS The 2013-2014 biennial budget for Fort Collins approved funding in the amount of $25,000 in 2013 and $50,000 in 2014 of tax increment financing (TIF) generated from the North College Urban Renewal Area to fund a Storefront Improvement Program. ENVIRONMENTAL IMPACTS It is not anticipated the Program will have any environmental impacts. STAFF RECOMMENDATION Staff recommends adoption of the Resolution. PUBLIC OUTREACH URA staff has worked directly with the North Fort Collins Citizen’s Advisory Group (CAG) in developing this program. ATTACHMENTS 1. Grant of Easement for Facades 2. Powerpoint presentation 179 GRANT OF EASEMENT FOR FACADES ___________ ("Grantor") is the owner of the following described real property located in the City of Fort Collins, County of Larimer, State of Colorado: (hereinafter referred to as the "Property"). The street address of the Property is ____________, Fort Collins, Colorado _________; and Grantor does hereby grant and convey, in accordance with the following terms and conditions, to The Fort Collins, Urban Renewal Authority, a body corporate and politic (the "URA''), an easement over and across that portion of the Property constituting the west facade of the Property, for the purpose of entering on, over and across the Property to preserve and maintain the Facade Improvements, as hereinafter defined, in accordance with the terms of this Grant of Easement for Facades ("Façade Easement"). 1. TERM The term of this Facade Easement shall be for a period of five (5) years, commencing upon execution of the same (the "Term"). 2. COVENANT The provisions of this Facade Easement shall apply to the Property and shall be binding upon the Grantor and all future owners and lessees of the Property during the Term. Upon expiration of the Term, this Facade Easement shall terminate and no longer affect title to the Property. This Facade Easement shall be recorded with the Clerk and Recorder of Larimer County, Colorado. 3. FACADEIMPROVEMENTS The Facade Improvements shall consist of the XXX facade of the Property including all structural support materials, exterior walls, facia, soffits, doors, windows, and, specifically, all signage and canopies for the Grantor or tenants of the Property consistent with the façade plans and designs attached hereto and incorporated herein as Exhibit "A" (the "Facade Improvements"). 4. MAINTENANCE Grantor shall be obligated to maintain and repair the Facade Improvements, including replacement of all or a part thereof if necessary, in a manner which will preserve the Facade Improvements in substantially the same condition as that existing at the time of the completion of the Facade Improvements. The Grantor shall further be obligated to maintain ATTACHMENT 1 180 and repair the Property to the extent required to provide structural support for the Facade Improvements. The URA shall have no maintenance obligation whatsoever for the Facade Improvements or the Property and shall not be liable in any manner for any costs associated with the Facade Improvements or the Property. In the event that Grantor, or its successors and assigns, shall fail to maintain and repair the Facade Improvements (or the Property to provide support for the Façade Improvements) as required herein, the URA shall give written notice to Grantor or its successors and assigns, requiring Grantor to commence the requested maintenance and repair within ten (10) days of receipt of such notice and to diligently complete such maintenance and repair within a reasonable amount of time thereafter as specified in such notice. If such work is not commenced or is not completed as required by such notice, the URA may, in its sole discretion, cause such work to be completed and may thereafter assess the entire cost of such work against Grantor or its successors and assigns. The URA shall have a lien on the Property to secure any amount owed to it for repair and maintenance performed by it on account of the failure to maintain and repair the Façade Improvements or the Property as required herein, together with attorneys' fees and costs incurred by the URA in connection with such repair and maintenance and the lien proceedings, and such lien may be foreclosed as provided by law for the foreclosure of real estate mortgages. 5. RESTRICTIVE COVENANT AGAINST ALTERATIONS No alteration of the Facade Improvements including, without limitation, alterations of or additions to the signage or canopies approved by the URA and shown on Exhibit "A", shall be made without the express written approval of the URA, which approval shall not be unreasonably withheld. The URA, in considering such requests, shall take into account the reasons for such request and whether the requested alteration is consistent with the character of the approved design for the Façade Improvements or otherwise is compatible with the character of the area in which the Property is located. The URA shall not remove or alter the Facade Improvements except in performing any maintenance or repair thereof in accordance with this Facade Easement. 6. INDEMNIFICATION Grantor, or its successors and assigns, shall indemnify and hold harmless the URA and the City of Fort Collins, Colorado (the "City") from and against any damage, liability, loss or expense (including attorneys' fees) incurred by the URA or the City arising out of or in any way connected with the Facade Improvements, their use, maintenance, repair or replacement, except with regard to any use, maintenance, repair or replacement made by the URA or the City, or their employees, agents or contractors, or caused by the gross negligence or willful misconduct of the URA or the City, or their employees, agents or contractors. Further, Grantor, or its successors and assigns, shall indemnify and hold harmless the URA and the City from and against any damage, liability, loss or expense (including attorneys' fees and costs) incurred by 181 the URA or the City arising out of, or in any way connected with the environmental conditions on, of or affecting the Property that exist as of the date of this Façade Easement. 7. INSURANCE Grantor shall purchase and maintain property and casualty insurance on the Property, including the Facade Improvements, to the full insurable value thereof. Grantor shall further purchase and maintain general liability coverage in connection with the Property, including the Facade Improvements, in amounts at least equal to the maximum amount of recovery against public entities and employees under the Colorado Governmental Immunity Act (C.R.S. §24‐10‐ 101 et seq.) and any amendments to such limits which may from time to time be made. The URA and the City shall be named as additional insureds on all such policies. All insurance required hereunder shall be issued by an insurance company authorized to do business in Colorado which meets all the requirements of the Division of Insurance for that purpose. The URA or the City may periodically require from Grantor proof of the insurance coverage required herein. 8. SUCCESSOR ENTITY TO THE URA In the event that the legal existence of the URA terminates during the Term of this Façade Easement, it is expressly acknowledged by all the parties hereto that the City is designated the URA's successor entity, and all rights and obligations of the URA set forth herein shall thereupon become the rights and obligations of the City. 9. SUBJECT TO AGREEMENT This Façade Easement shall be subject to the terms and conditions of that Façade Agreement between the URA and the Grantor dated __________ , 2013 and recorded with the Clerk and Recorder of Larimer County, Colorado of even date herewith and incorporated herein by this reference. DATED this __ day of ____ , 2013. 182 1 1 Storefront Improvement Program URA Board Meeting June 18, 2013 2 Storefront Improvement Program • North College Urban Renewal Area • Encourage voluntary rehabilitation of commercial buildings • Restore commercial storefronts and/or building facades • Further goals and objectives identified in N. College Urban Renewal Plan and City Plan ATTACHMENT 2 183 2 3 Storefront Improvement Program Eligibility Criteria • Property owners of commercial buildings and tenants of ground floor commercial buildings • Active sales tax license • A business owner who is leasing space: – 5 years remaining on lease, or in operation for more than 5 years – Approval from owner 4 Storefront Improvement Program Eligible Improvements • Contribute to the visual enhancement of the property • Viewed from the public right-of-way • Comprehensive, incorporating enhancements to several components of the existing façade 184 3 5 Storefront Improvement Program Program Administration • Grant of 50% of the total project cost • Maximum URA contribution of $5,000 per storefront • Façade easement required with the Larimer County Clerk and Recorder • Funds paid on reimbursement basis 6 Storefront Improvement Program Design Guidelines • Real or authentic building materials encouraged • Green building practices encouraged 185 RESOLUTION NO. 059 OF THE BOARD OF COMMISSIONERS OF THE FORT COLLINS URBAN RENEWAL AUTHORITY ADOPTING THE STOREFRONT IMPROVEMENT PROGRAM FOR THE NORTH COLLEGE URBAN RENEWAL AREA AND AUTHORIZING THE EXECUTIVE DIRECTOR TO ENTER INTO PROJECT REIMBURSEMENT AGREEMENTS WHEREAS, in 2004 the City of Fort Collins adopted the North College Urban Renewal Plan (the “Plan”) with the intended purpose of accomplishing the City’s development objectives for improving the viability of the area; and WHEREAS, the North College Urban Renewal Area is identified within the City Plan as a Targeted Redevelopment Area and is a priority for future development, capital investment, and public incentives; and WHEREAS, pursuant to the Colorado Urban Renewal Law (Sections 31-25-101, et seq., Colorado Revised Statutes), the Fort Collins Urban Renewal Authority (the “Authority”) has been granted all the powers necessary or convenient to carry out and effectuate the purposes of the Urban Renewal Law, including, but not limited to, the power to undertake urban renewal projects and to make and execute related contracts and other instruments; and WHEREAS, based on the Plan, staff of the Authority has evaluated and identified specific policies, measures and programs intended to carry out the purposes and accomplish the objectives of the Authority and Plan in the North College Urban Renewal Area; and WHEREAS, in order to encourage the voluntary rehabilitation of commercial buildings, improvements and conditions within the North College Urban Renewal Area, staff has developed a program to provide financial assistance to property owners and/or business tenants seeking to renovate or restore their commercial storefronts and/or building facades that impact the viewshed from the North College Avenue right-of-way, called the Storefront Improvement Project; and WHEREAS, the Storefront Improvement Program will be available to property owners and tenants of ground floor commercial buildings within the North College Urban Renewal Area who are in good standing, and will provide reimbursement of up to 50% of project costs to a maximum of $5,000, for voluntary improvements to enhance facades and other features visible from the North College Avenue right-of-way, and is more particularly described on Exhibit A, attached hereto and incorporated herein by this reference (the “Program”); and WHEREAS, in order to implement the Program, the Executive Director will fund such projects as budgeted Program funds will allow, to be selected from applications received through one funding cycle in 2013, and, assuming the Program continues, through two funding cycles per year in subsequent calendar year; and 186 WHEREAS, the Executive Director will enter into a reimbursement agreement with each selected recipient in order to specify the requirements for the Program and for reimbursement, and to require the execution and recording of a facade easement to protect the Program improvements for a period of not less than five years; and WHEREAS, the Board of Commissioners of the Authority has determined that the Storefront Improvement Program as described will further the goals and objectives identified in the North College Urban Renewal Plan and City Plan. NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF COMMISSIONERS OF THE FORT COLLINS URBAN RENEWAL AUTHORITY as follows: Section 1. That the Board hereby finds and determines that the Storefront Improvement Program for the North College Urban Renewal Area as generally described in Exhibit A, attached hereto and incorporated herein by this reference, is necessary, convenient, and in furtherance of the Authority’s purposes and the North College Urban Renewal Plan, and the Board hereby authorizes and approves the same. Section 2. That the Board hereby authorizes the Executive Director to carry out the Program as described in this Resolution and to enter into project reimbursement agreements with Program participants consistent with, and in furtherance of the intended purposes of, the Program and this Resolution. The Executive Director is further authorized to execute such facade easement documents or other instruments as may be necessary or appropriate to carry out the Program as described. Passed and adopted at a regular meeting of the Board of Commissioners of the Fort Collins Urban Renewal Authority this 18th day of June A.D. 2013 ___________________________________ Chairperson ATTEST: _________________________________ Secretary 187 EXHIBIT A TO RESOLUTION FORT COLLINS URBAN RENEWAL AUTHORITY NORTH COLLEGE STOREFRONT IMPROVEMENT PROGRAM PROGRAM GUIDELINES (June 18, 2013) Program Overview and Purpose The purpose of the Storefront Improvement Program (Program) is to encourage the voluntary rehabilitation of commercial buildings, improvements and conditions within the North College Urban Renewal Area by offering financial assistance to property owners and/or business tenants seeking to renovate or restore their commercial storefronts and/or building facades. Improvements to commercial storefronts and building facades helps to address and remedy conditions in the area that impair or arrest the sound growth of the City and promotes the implementation of the Comprehensive plan and its related elements.. Approved participants of the program are eligible for reimbursement, upon the completion their approved project. While the program provides financial assistance to property owners and/or business tenants, the fundamental purpose of the grant is to further the goals and objectives identified in the North College Urban Renewal Plan and the City’s Comprehensive plan. The Program is managed and administered by Staff in the Fort Collins Urban Renewal Authority. Eligibility Criteria Eligible participants include property owners of commercial buildings and tenants of ground floor commercial buildings with an active sales tax license located within the North College Urban Renewal Area. A business owner who is leasing space must have:  A current lease with a minimum of five (5) years remaining from the date of Application, or provide evidence that the business has operated in Fort Collins for over five (5) years; and,  Written approval from the property owner to participate in the Program and a Façade Easement, signed by owner, which will be recorded upon project completion. Ineligible participants of the program include:  Businesses that are required by contractual arrangement to maintain standardized décor, architecture, signs, or similar features.  Occupants or owners of buildings not current with property taxes, water bills; or properties possessing any sort of non‐mortgage liens (i.e. mechanics lien, etc.).  Occupants or owners of buildings that have active code enforcement complaints against the subject property. Eligible Improvements Eligible improvements include improvements that contribute to the visual enhancement of the property as viewed from the public right‐of‐way. Eligible improvements are intended to result 188 2 in the rehabilitation of the area in a manner which is compatible with and complementary to unique circumstances in the area. Improvements must be comprehensive, incorporating enhancements/additions to several components of the existing façade. Examples of eligible improvements include:  Painting and masonry cleaning/restoration  Exterior lighting  Trim  Window enhancements  Cornices  Gutters and downspouts  Signs  Canopies and awnings  Limited accessibility improvements Ineligible improvements include:  Roofs  Structural foundations  Billboards  Security systems  Non‐permanent fixtures  Interior window coverings  Vinyl awnings  Personal property and equipment  Soft Costs (architectural drawings, engineering, etc.)  Any improvements not visible from the public right‐of‐way.  Landscaping  Parking lot improvements Program Administration The Program provides participants the opportunity to receive reimbursement of up to 50% of the total project cost, up to a maximum URA contribution of $5,000 per storefront. The owner/tenant must use private, non‐URA funds to match the URA grant. Property owners will be required to record a façade easement with the Larimer County Clerk and Recorder that will expire within five years of the date of completion. The easement requires the owner to maintain the façade, to get URA approval of subsequent changes, and it gives the URA the ability to make repairs and lien the property if the façade is not maintained. After work has been completed, property owner/tenant will be required to display a sign (provided by the URA) indicating participation in the Storefront Improvement Program. The sign will be displayed either on the exterior or in the front window of the building for a period of thirty (30) days. Funds are paid by the URA on a reimbursement basis only after:  The applicant has paid his/her vendor(s) in full;  The façade easement is recorded;  A Letter of Completion is obtained from the City; 189 3  The project is determined to have been completed in accordance with the Plan approved by the URA; and  Proof of matching funds has been provided and approved by the URA. Design Guidelines The use of real or authentic building materials in the construction of the façade is highly encouraged. For example, real stone not faux stone, real brick masonry, and true cementitious stucco, not an EIFS‐type system. Although green building practices may not always have much application in a storefront improvement program, the City of Fort Collins encourages these practices wherever possible. All projects must comply with the City of Fort Collins Land Use Code. Program Steps Step 1: Pre‐Application. Applicants must meet with URA staff prior to submitting formal application to review program guidelines and application process. The pre‐application meeting provides an opportunity for review of the program requirements, approval process, and terms and conditions of the facade easement. Step 2: Application Submission. The following information must be submitted as part of application process: 1. A completed “Storefront Improvement Program” application. The application form is attached to this document. 2. A brief narrative describing the project. The narrative should address the following topics:  A brief history of the site/building.  A description of the work proposed.  The amount of funding requested from the URA. 3. Current photo(s) of the property. 4. Color façade elevation drawings with proposed materials called‐out/labeled. These must be developed by a licensed professional architect. 5. A detailed cost breakdown of the proposed improvements prepared by the design architect and/or contractor. “Eligible costs” refer only to costs associated with work proposed on the façade(s). 6. A minimum of three (3) bids from competitive, licensed contractors to do the work on the façade. Step 3: Project Approval. If the URA approves the project, the applicant will be provided with a Project Agreement. The Project Agreement is valid for one calendar year from the date of approval. The Façade Easement is required to be signed by the property owner at the time of Project Agreement, and will be recorded only upon project completion. Once the applicant receives the Project Agreement from the URA, the following steps can be followed: 190 4  Prepare final plans and obtain all necessary City permits to commence construction. Submit a copy of these permits to the URA.  Construction of improvements must begin within ninety (90) days from the date that the URA approves the commitment otherwise financial award expires.  Begin and complete construction on the project.  Keep all billing documents (checks, invoices, contractors’ lien wavers) for reimbursement purposes. Step 4: Project Completion/Reimbursement. Upon completion of the project a Façade Easement will be recorded with the Larimer County Clerk and Recorder. Once the easement has been recorded, the applicant submits all receipts for completed, eligible work to URA. Staff will review all documentation for accuracy, and final funding is dispersed 15 business days after sufficient reimbursement documentation is approved by the URA. Step 5: Program Monitoring. Under this program, properties are inspected every other year to determine if the maintenance obligations of the building owners or tenants are being met, if changes have been made to the facades without URA approval and to create a benchmark for future monitoring. 191 Fossil Creek Wetlands Natural Area Parcel / Easement request loca�on ± Fort Collins City Limits Natural Areas Conserva�on Easements Area Loca�on Map A�achment 1 89