HomeMy WebLinkAbout[06] 2014 EDA Annual Report Council Agenda Item G
CITY OF ST.JOS16PH
MEETING DATE: March 16,2015
AGENDA ITEM: 2015 EDA Annual Report to the City Council
SUBMITTED BY: St.Joseph Economic Development Authority
BOARD/COMMISSION/COMMITTEE RECOMMENDATION:
The EDA approved the 2015 Annual Report at their regular
January meeting and authorized submittal to the City Council for
review and acceptance.
PREVIOUS COUNCIL ACTION: N/A.
BACKGROUND INFORMATION: EDA Intern Erin Speltz will present the report.
ATTACHMENTS: 2015 EDA Annual Report
REQUESTED COUNCIL ACTION: Motion to Accept the 2015 Annual Report
EDA Annual Report | 1
2014 Annual Report
ST. JOSEPH ECONOMIC DEVELOPMENT AUTHORITY
Cynthia Smith Strack, Consulting Director
ST. JOSEPH EDA | 25 COLLEGE AVENUE NORTH - ST. JOSEPH MN 56374
EDA Annual Report | 2
Executive Summary
This report documents the EDA’s activities over the previous year and the EDA’s progress toward the creation of new wealth,
‘setting the table’ for new business opportunities, providing assistance to businesses to spur economic investment and job
creation locally, and to conduct outreach to business contacts. In summary:
The St. Joseph EDA pursues four core functions: organizational development, business development, market
development, and infrastructure development. Organizational development efforts focus on maintaining and
enhancing the capacity of the EDA as a public entity. Business development activities are strategies implemented to
retain and attract business. Market development efforts are outreach actions including but not limited to website
maintenance, production of marketing materials, and participation in local and regional events/establishments.
Infrastructure development activities strive to ‘set the table’ for economic development including the creation of
shovel ready commercial and industrial lots.
The EDA met thirteen times in 2014. The regularly scheduled meeting date is the fourth Wednesday of each month
at 5 p.m. Meetings are held in the lower level conference room at City Hall. Meetings are open to the public.
The EDA employs a variety of metrics to gauge progress and efficacy. Continued progress to enhance the
commercial/industrial portion of the City’s total value, thereby diversifying the tax base, providing employment
opportunities, and addressing the needs of the community as evident. Total business new construction value added
since 2000 is nearly $43million.
The percentage of the City’s market and tax capacity values related to commercial and industrial property continue
to increase on an annual basis.
The St. Cloud Metropolitan Area continues to recover from unemployment highs charted during the Great
Recession; however the recovery pace is more measured in the St. Cloud MSA than in other Minnesota metro areas.
Sales and use data for the City of St. Joseph over the previous several years illustrates continued gains in economic
progress and activity. Gross and taxable sales continue to increase and trend positive. Gross sales across all industry
sectors in St. Joseph in 2012 (latest available data) totaled $150,406,920, up 36% over 2011 and driven by
construction (non-taxable) spending. Taxable sales increased nearly 30 percent over 2011 to $30,870,498 lead by
increases in food sales
Eight (8) new projects arose in 2014: four were secured, one likely for 2015, and follow up continues with the
remaining three. In addition, follow up with twenty-one (21) projects from previous years occurred. Of the twenty-
seven (27) leads, twelve (12) moved forward, nine (9) are stable/on-going, and six (6) ultimately moved elsewhere
(one) or were abandoned for lack of financing (five).
The EDA functioned as the fiscal agent for a $600,000 Small Cities Development Program grant for owner-occupied
residential revitalization. At this point 17 properties have accessed grant funds.
Goals for 2015 include:
Create of shovel ready industrial lots
Market outreach and marketing map update
Downtown revitalization and alley project 100 block West Minnesota
Respond to inquiries and pursue viable leads, move additional projects from 2014 forward in 2015
Implement and administer technical and financial assistance programs
EDA Annual Report | 3
CONTENTS
Executive Summary 2
Mission 4
Core Functions 4
2014 Activity by Core Function 5
2014 Meetings 5
Metrics 6
Historical Building Permit Values: Commercial & Industrial 6
Historical Market Value and Tax Capacity Composition 6
Unemployment 7
Employment and Wages 7
Historical Housing Starts 8
Historical Sales and Use Data 8
Projects 9
Business Contacts: Technical Assistance, Coordination, and Financial Assistance 9
Goals 12
EDA Annual Report | 4
Mission
The St. Joseph EDA provides a professional municipal economic development program that assists industrial and commercial
development activities which minimize impacts to the environment, transportation system, municipal water/sewer use, and
financial resources for the City of St. Joseph.
Core Functions
The St. Joseph EDA as a driving force for economic development pursues four core functions: organizational development,
business development, market development, and infrastructure development.
Organizational development efforts focus on maintaining and enhancing the capacity of the EDA as an economic
development organization. Resources allocated to this core function are associated with meeting attendance,
meeting packet preparation, drafting meeting minutes, annual report preparation, goal setting/administration, and
budget development/administration.
Business development activities are strategies implemented to retain and attract business. Activities included in this
core function are related to: business retention/expansion efforts; Downtown revitalization; meetings, research, and
information sharing to/with qualified project contacts and representatives; and, administration of technical/financial
assistance.
Market development efforts are outreach actions including but not limited to website maintenance, production of
marketing materials, and participation in local and regional events/establishments.
Infrastructure development activities
strive to ‘set the table’ for economic
development. Activities included with
this core function are efforts
Business Market
toward the creation of shovel ready
DevelopmentDevelopment
commercial and industrial lots.
Organizational
Infrastructure
Development
Development
EDA
EDA Annual Report | 5
2014 Activity by Core Function
ACTIVITIES 2014 . 2013
VS
OD
RGANIZATIONAL EVELOPMENT
2014 = 17% vs. 2013 = 19%
BD
USINESS EVELOPMENT
2014 = 74% vs. 2013 = 63%
MARKET DEVELOPMENT
2014 = 9% vs. 2013 = 18%
INFRASTRUCTURE DEVELOPMENT
2014 = 1% vs. 2013 = 0%
2014 Meetings
The EDA met a total of thirteen times in 2014. The regularly scheduled meeting
date is the fourth Wednesday of each month at 5 p.m. Meetings are held in the
lower level conference room at St. Joseph City Hall. The meetings are open to
the public.
2013 O
FFICERS
BOARD MEMBER NAME TERM EXPIRES
CHAIRPERSON Dale Wick Coterminous with Council Term
BRE
EDA
VICE CHAIRPERSON Doug Danielson 2018
Devel
TREASURER Larry Hosch 2017
AT LARGE Gary Osberg 2019
Activities
AT LARGE Steve Frank Coterminous with Council Term
EDA Annual Report | 6
Metrics
The EDA employs a variety of metrics to gauge progress and efficacy. The following information illustrates continued
progress to enhance the commercial/industrial portion of the City’s total value, thereby diversifying the tax base, providing
employment opportunities, and addressing the needs of the community. Total value added since 2000 is nearly $43million.
Historical Building Permit Values: Commercial & Industrial
YEAR VALUE
2014 $ 954,009
2013 $2,371,500
2012 $3,601,549
2011 $5,392,599
2010 $ 307,378
2009 $7,216,910
2008 $3,690,877
2007 $3,376,221
2006 $1,259,957
2005 $2,790,177
2004 $2,708,838
2003 $3,461,695
2002 $4,678,430
2001 $ 593,000
2000 $ 361,500
Historical Market Value and Tax Capacity Composition
The percentage of the City’s market and tax capacity values related to commercial and industrial property continued to
increase in 2014. The market and tax capacity composition statistics do not include the approximately forty-two (42) percent
of value attributed to non-property tax paying entities.
EDA Annual Report | 7
Unemployment
Illustrated below is a comparison of historical unemployment in metropolitan areas in Minnesota (excluding Duluth). The St.
Cloud Metropolitan Area continues to recover from highs charted during the Great Recession, however the recovery is pace
is more measured in the St. Cloud MSA than elsewhere.
Unemployment rates are delayed economic indicators which confirm what has occurred and they are counter-cyclical
meaning that the lower the rate the better the economy.
YEAR S.CMSA RMSA MSPMSA MMSA
T LOUD OCHESTER ANKATO
2008 Annual Average 5.6 4.5 5.1 4.3
2009 Annual Average 8.2 6.7 7.9 6.6
2010 Annual Average 7.4 6.1 7.2 6.1
2011 Annual Average 6.5 5.4 6.4 5.3
2012 Annual Average 5.6 4.7 5.5 4.8
2013 YTD Average 5.4 4.5 5.0 4.3
2014 YTD Average 4.8 4.0 4.3 3.7
Employment and Wages
Historical Jobs, Establishments, and Wages
ESTABLISH-AVG. WKLY
YEAR JOBS
MENTS WAGE
2013 1,876 127 $706
2012 1,902 130 $680
2011 1,723 122 $657
2010 1,703 127 $646
2009 1,577 127 $644
2008 1,578 130 $631
2007 1,924 133 $654
2006 1,883 133 $631
EDA Annual Report | 8
Historical Housing Starts
New home construction in St. Joseph peaked in 2005 and has decreased significantly thereafter. The rapid decrease is of
course indicative of the Great Recession and housing decline. New home construction in St. Joseph is lowest on record for
several years despite offering a WAC/SAC credit incentive.
YEAR NUMBER
2014 7
2013 6
2012 8
2011 13
2010 5
2009 12
2008 7
2007 24
2006 77
2005 156
2004 78
2003 112
Historical Sales and Use Data
Sales and use data for the City of St. Joseph over the previous several years illustrates continued gains in economic progress
and activity. Gross and taxable sales continue to increase and trend positive. Gross sales across all industry sectors in St.
Joseph in 2012 (latest available data) totaled $150,406,920, up 36% over 2011 and driven by construction (non-taxable)
spending. Taxable sales increased nearly 30 percent over 2011 to $30,870,498 lead by increases in food sales.
EDA Annual Report | 9
Projects
The EDA and staff continued to interact with several qualified business prospects which emerged in 2014 or were carried
over from previous years. Following is a summary of various contact activities within 2014. Businesses have been identified
with a project number to protect the confidentiality of the company.
Business Contacts: Technical Assistance, Coordination, and Financial Assistance
PROJECT CODE STATUS DESCRIPTION OF ACTIVITY
Large commercial or mixed use development at new CSAH 2/Hwy 75. The City
Project 03-A and EDA worked diligently to bring a hotel to this area in 2014 only to be
turned down by the property owners.
Several acres of industrial property previously the subject of platting and
Project 04-S improvement design. EDA and bank representatives entered discussion
regarding installation of utilities to this area in the last half of 2014.
Former feed mill. Spoke with property owner several times in 2014, most
Project 05-A
recently in November. Distributed information to three leads this year.
Involves development of property at new CSAH2/3 and Hwy 75. Remain in
Project 06-H touch with property owner/developer. Need to extend sewer and water to
make development possible. No plans for such as of yet.
Project 06-I Construction (Army Reserve Center) completed in 2014.
Large commercial or mixed use development at new CSAH 2/Hwy 75.
Project 07-J
Numerous interactions regarding extension of sanitary sewer to site.
Targeted/special need residential development in close proximity to
Project 08-A
Downtown. Construction underway.
Property owner in downtown had on several occasions expressed interest in
Project 08-C demolition and reconstruction. Project remains on hold at this time. Last
contact November 2014.
Property adjacent to CSAH 75/ CR 133. Remain in contact with realtor on a
Project 10-I
quarterly basis.
Project involves a vacant building in the industrial park. Information on this
Project 11-L
property was distributed four time in 2014. No successful outcome.
Involves the presence of a financial institution in the City. Project remains in
Project 11-M
planning phase, perhaps for 2015. Last contact November 2014.
EDA Annual Report | 10
PROJECT CODE STATUS DESCRIPTION OF ACTIVITY
Project 12-F Business opened in 2012 in Indian Hills, expanded in 2014.
If suitable space is located this business owner would like to consolidate
Project 12-I business holdings into one location in St. Joseph. Specific criteria for lot and
location have this project on hold at this time. Remain in quarterly contact.
Involves potential relocation of a regularly reoccurring event to the
Project 12-K Downtown area. Considering internship applications to provide support for
this project in 2015.
Finkens Water purchased the former DBL building Fall 2013. Demolition and
Project 13-C
reconstruction completed in 2014.
This is a national retailer, publicly traded company. Have purchased a two
Project 13-D
acre parcel in Indian Hills.
Project was a hotel at I-94. Investor and franchise lined up by City, study
Project 13-F
completed. Property owner not willing to sell property.
Lead had evaluating a business tied to the Wobegon Trail. Provided several
Project 13-H items of information as requested. Potential entrepreneur determined ideas
was not feasible at this time.
Lead had sought space for a photography business in the downtown.
Project 13-I Followed up on several occasions with information. Ultimately located in
Waite Park as suitable space was not available downtown.
Existing business was looking to expand in St. Joseph. Entered into purchase
Project 13-J agreement on property in town. Seller ultimately rescinded purchase
agreement. Business remains in St. Joseph operating in expanded lease space.
Providing technical assistance as requested. This contact relocated an existing
Project 13-L manufacturing establishment following purchase of the company. The
business was relocated to a bank owned property in St. Joseph in 2014.
This project involved the opening of a used clothing/consignment shop in the
Project 14-A
downtown. The EDA assisted with a BFA grant. Business opened in summer.
This project involves the development of a mixed use structure adjacent to
Project 14-B College Avenue north of CSAH 75. I met with the developer on a couple of
occasions early in 2014. This project is on the radar but on hold at this point.
This project involved the new small business. The contact originally met with
the Mayor and then on several occasions with EDA Director Strack. Strack
Project 14-C provided location options, introductions to property owners, and
introductions to potential end users. The business opened in November of
this year downtown.
This is the Bayou Blues project. The City approved TIF for this project in
Project 14-D
November of this year.
This is a project involving the potential reuse of property in the downtown.
Project 14-E Several meetings and discussions occurred regarding City involvement with a
redevelopment effort. Contact is ongoing.
This project involves the potential construction of a new office building in St.
Project 14-F Joseph. Numerous discussions and meetings have occurred. Preliminary TIF
application submitted late December.
EDA Annual Report | 11
PROJECT CODE STATUS DESCRIPTION OF ACTIVITY
This project involves a new import/export business. Project contact has
Project 14-G proven successful record in business development. Research and planning
phase in 2015.
This project involves the potential construction of a new warehouse
distribution center in central Mn. A property search is being conducted by a
Project 14-H
national site selector. Two sites in St. Joseph submitted for consideration. One
of the two sites has made the ‘short list’ for consideration by the client.
EDA Annual Report | 12
Goals
Following were EDA goals for 2014 with updates on progress toward goals and plans for 2015.
ESSI-94/CSAH 2
XTENDANITARYEWERTO
Progress: City/EDA brought a hotel investor and franchise
opportunity to property owners. Enhanced opportunity
with a hotel study. Property owners refused project.
Up next: Developers must decide to go ahead with project.
This is no longer viewed as the priority for EDA. Any
activity will be property owner driven.
DR
OWNTOWNEVITALIZATION
Progress: Two new businesses opened in the
Downtown in 2014. City approved Bayou Blues three
story construction and TIF assistance.
Up next: Continue focusing on one or two commercial
lots and actively pursue revitalization resulting in
additional commercial space.
MO
ARKETUTREACH
Progress: Real estate round table held; 'Best Neighbor
program tried. Website content added relating to
'news'.
Up next: Continue real estate round tables, website
design/use, and business outreach.
EDA Annual Report | 13
RI, PVL
ESPONDTONQUIRIESURSUEIABLEEADS
Progress: Eight new substantial leads generated in 2014.
Four moved forward with projects, one looks promising for
2015. Remaining three are too early to tell.
Up next: Convert at least two additional leads generated in
2014 into successful projects in St. Joseph in 2015.
I/AT/FA
MPLEMENTDMINISTERECHNICALINANCIALSSISTANCE
P
ROGRAMS
Progress: TIF and abatement projection analysis
completed for five prospects in 2014. Numerous
occurances of assistance/incentive promotion.
Up next: Utilize TIF/abatement and/or other
incentives to secure advancement of Project 14-F.
EDA Annual Report | 14
NG: DAP
EWOALOWNTOWNLLEYROJECT
In 2014, several owners of property abutting alleys in the
100 Block of West Minnesota addressed the EDA regarding
the condition of alleys. The EDA recommended action.
Up next: A feasibility study has been authorized. The EDA
will likely be asked to invest in public amenity elements if
included.
EDA Annual Report | 15
NG: MMU
EWOALARKETINGAPPDATE
In 2014, the EDA initiated an update of a marketing
map to be distributed at several business venues. The
map would provide information to visitors.
Up next: Complete map and work on distribution in
2015.
NG: ESRL-P
EWOALXPLOREHOVELEADYOTSARKWAY
BC
USINESSENTER
In 2014 the EDA made a conscious decision to seek a willing
partner for the establishment of shovel ready lots. Meetings
began with representatives of foreclosed property.
Up next: Investigate shovel ready lot formation in area
formerly known as "Parkway Business Center".
NG: SCDP OORGC-
EWOALWNERCCUPIEDEHABRANTLOSE
O
UT
In 2014, Central Minnesota Housing Partnership
began administering a $600,000 grant on behalf of
the EDA.
Up next: A construction balance of $324,000 remains.
The CMHP will continue to solicit rehab leads in 2015.