Minutes 11-17-08
MINUTES OF SPECIAL MEETING OF THE COMMUNITY REDEVELOPMENT
AGENCY BOARD MEETING HELD ON MONDAY, NOVEMBER 17, 2008,
AT 5:00 P.M. IN CITY COMMISSION CHAMBERS,
BOYNTON BEACH, FLORIDA
PRESENT:
Jerry Taylor, Chair Lisa Bright, Executive Director
Jose Rodriguez, Vice Chair James Cherof, Board Attorney
Woodrow L. Hay
Marlene Ross
ABSENT:
Ron Weiland
I. Call to Order – Chair Jerry Taylor
Chair Taylor called the meeting to order at 5:01 p.m.
II. Pledge to the Flag and Invocation
Mr. Hay offered the invocation followed by the Pledge of Allegiance to the Flag.
III. Roll Call
The Recording Secretary called the roll, and a quorum was present.
IV. Discussion of the Draft Master Development Agreement Submitted by
the Auburn Group, for the Martin Luther King Corridor Project Area
Lisa Bright, Executive Director, advised staff sought policy direction on 16 items
brought before the Board at the October 14, 2008 meeting. The Board
recommendations were noted, and a revised agreement was received from Auburn on
October 31, 2008. The City Attorney and CRA Staff reviewed the agreement and
determined a special meeting should be held to ensure the agreement reflected the
Board’s direction.
Cito Beguiristain, the Auburn Group, noted Auburn had revised the Master
Development Agreement to reflect their understanding of the Board’s direction. The
only item pending which had not been discussed with CRA staff was the grocery store.
In the original agreement, the grocery store was going to be leased by the CRA and
subsequently given to the CRA for $1.00 upon the commencement of Phase IV. As
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such, Auburn sought direction from the Board, as the grocery store was a key element
in terms of the tax credits and moving forward with the project.
It was noted each item would be addressed separately. Attorney Cherof suggested
working from the outline prepared by Ms. Bright and staff.
Item 1, Term of Agreement. Staff had recommended the 20-year period requested by
Auburn be reduced to 10 years. Auburn reduced the term to 12 years. Staff had
inquired whether the City/CRA should enter into a long-term development agreement
based on current market conditions.
Chair Taylor had no objection to the 12-year period, as long as items to be addressed
at a future date were acceptable.
Attorney Cherof advised it would not be necessary to vote on the items, as this was
essentially a workshop meeting, and input was sought in order that the document could
be finalized.
Item 2, Subsidy Amount Requested by Auburn. It was noted the total estimated Tax
Increment Financing (TIF) for all four phases would be $1,480,618.
Susan Harris, Finance Director, advised the Tax Increment Financing (TIF) would
generate approximately $29,600,000 from 2016 through 2036. The break-even point
was estimated at 20 years.
With regard to a third-party review, Mr. Hay commented he would want to have all the
input possible to review the numbers. He requested clarification of the following
language contained in the agreement: “Auburn shall determine, in its sole discretion,
the exact number of units to be developed and the exact location of the land to be used
for Phase I.”
Tom Hinners, the Auburn Group, explained the language had been inserted because
contiguous land was needed, preferably a rectangle, in a development of this nature.
Certain lots within the Heart of Boynton (HOB) were difficult or impossible to acquire.
It would have to be determined which rectangle would best serve the development of
the community. It had been determined Auburn could only develop 120 units on four
acres. Auburn had four acres under contract on the south side of MLK Boulevard, west
of the proposed public parking garage. The location would be specified in the
agreement.
Vice Chair Rodriguez believed Auburn was still attempting to acquire land and could not
commit to a particular area until the acquisition process had concluded. He added
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safeguards were in place and Auburn would be required to submit plans which could be
either approved or rejected by the Board.
Chair Taylor requested clarification, as the language in the agreement required 40 units
per acre be developed on four acres while also asserting Auburn had sole discretion on
the exact number of units to be developed. Mr. Hinners believed 30 units would be
developed, rather than 40.
Mr. Hay believed a third-party review was warranted for a project of this size. Ms. Ross
pointed out a third-party review of the financial verifications was typical. Vice Chair
Rodriguez commented he was unaware of the current Board having had a third-party
review on a pro forma. Ms. Bright noted the Board historically sought third-party
reviews. She pointed out the Treasure Coast Regional Planning Council had been hired
to evaluate the Seacrest Village project and PMG Associates had been hired to calculate
Tax Increment Financing (TIF). The Tax Increment Financing (TIF) calculations for the
Auburn project had been calculated internally, at the Board’s direction, by Ms. Brooks
and Ms. Harris.
Vivian Brooks, Assistant Director, advised she and Ms. Harris used the sales figures
shown on the pro forma submitted by Auburn, and were comfortable with the
calculations, as long as the sales figures remained in the range set forth. It was noted
a consultant had been hired to assist CRA staff in reviewing the pro forma.
Vice Chair Rodriguez opined he had confidence in staff’s work and a consultant had
been hired to assist staff. He believed a third-party review would amount to “overkill.”
Mr. Hay also had confidence in staff. However, the current members would not always
be serving on the Board, and a third-party review was beneficial on a project of this size
to ensure nothing had been overlooked. The Board had utilized this procedure in the
past, and Mr. Hay would support going forward with the review. This, however, was a
decision for the Board, and as such, he would govern himself accordingly.
Chair Taylor pointed out it was crucial the figures presented were correct, or the
assumptions on the Tax Increment Financing (TIF) would be incorrect in the future. He
agreed with Mr. Hay as to the third-party review and inquired as to the timeframe. Ms.
Bright indicated it would take approximately 90 to 120 days for the analysis.
Vice Mayor Rodriguez commented any third-party vendor would have to make
assumptions, as did staff. Mr. Hay believed the Board did not have the expertise to
know what would transpire in the future, and he favored hiring someone who
specialized in this area.
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Ms. Harris indicated the value of having a third-party was that specialists would review
the amount of the subsidy requested by the CRA to determine whether it was
reasonable and accurate based on the project as presented.
Vice Mayor Rodriguez did not believe it was necessary for a third party to confirm a
review already made by staff and a consultant, and he believed the project should
move forward. Mr. Hay did not feel waiting a few more months for the analysis would
be detrimental and would likely avoid future problems. Ms. Ross commented on the
significance of Mr. Hays’ comments in light of the current economic climate.
Ms. Harris noted it was believed at the time the final budget was approved, based on
the CRA’s operating budget and projected revenues for the next few years, funding
would be available internally and bonding would not be necessary for the first three
phases of the project. A bond would have to be floated for the parking garage if that
was an allowable item. Since the approval of the budget, Ms. Harris had again
reviewed the budget projection. She removed from the analysis the revenue
anticipated from the annexation of the southern properties. The revenue, $500,000,
was anticipated for the next fiscal year. The sums of $1.2 and $1.3 million were
anticipated in the outgoing years. Staff had attempted to resolve this issue by
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December 31 as the new tax roll would become effective on January 1st.
Vice Chair Rodriguez remarked safeguards had been developed in the agreement that
would protect against shortfalls in the Tax Increment Financing (TIF) and would provide
the Board an opportunity to review the project.
Attorney Cherof noted the agreement contained language providing an opportunity for
the CRA and the developer to end its contractual arrangement.
Based on the comments made by Ms. Harris, Mr. Hay advised he would back down from
his position, as he believed the funds should be acquired by the end of the year. He did
not wish to delay the project, but wanted it noted, for the record, he favored a third-
party review as a precaution against problems that could occur in the future. Vice Chair
Rodriguez supported moving forward with the project. This was a long-term project
and certain assumptions would have to be made, as with any long-term capital project.
Chair Taylor also wanted the project to move forward. However, he questioned
whether sufficient funds were available. The receipt of the annexation monies and
other available monies would provide funding for the first three phases of the project,
but there were no guarantees the annexation monies would be received.
Ms. Harris noted $1 million had been allocated in the current fiscal year’s budget for the
MLK project. The sum of $853,000 would come out of the next fiscal year’s budget for
the $1.9 million required. Changes made since the budget had been approved on
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September 2, 2008 evidenced a shift in the financial dynamics for the first three phases
of the project. For fiscal year 2009/2010, it was believed the assessed valuations would
fall 4.5%, but it appeared it might be closer to 10%. This would not be known for
certain until June, or until additional data was received by the City. There had been
pledges of $150,000 by the Board for the next fiscal year for the Fourth Street project.
A deficit of nearly $2 million was anticipated for fiscal year 2009/2010. If the project
were to move forward as currently requested, it would be necessary to cut $2 million
for other projects and programs. It was believed the $500,000 originally anticipated
from the southern properties would not be received until next year, and it would be
necessary to push the timeline forward.
Vice Chair Rodriguez pointed out the sum of $1.5 million could be cut from the budget
for 2010/2011, by eliminating $640,000 for policing and $300,000 for professional
services. In this manner, the Board would be able to focus on slum and blight.
Ms. Harris pointed out Tax Increment Financing (TIF) revenues were generally not
received until late December. Therefore, monies for a project of this magnitude would
not be available until January. Working capital in the fund balance was adequate to
date, but might not be in the future, as Tax Increment Financing (TIF) monies had
been reduced. Safeguards were needed in order to address timing issues in the current
contract relating to payments required by the CRA.
Chair Taylor believed if the $1,933,648 deficit were required to be made up in
2009/2010, all other CRA projects and programs would have to be halted. Ms. Harris
pointed out the $1.9 million budgeted in 2010/2011 for Marina renovations could be
held in abeyance in order to provide additional funding. Chair Taylor believed the
Marina project was of great benefit to the downtown area.
Ms. Ross noted revenues for 2008/2009 had decreased 9.7% and questioned whether
losses anticipated at 4.5% in 2009/2010 would actually be closer to 10%. Ms. Harris
replied that although the figures were preliminary, it appeared the losses would be
worse than anticipated. If the losses for fiscal year 2009/2010 were indeed 10%, a
deficit of $2.5 million was anticipated for next year.
Ms. Harris noted this year’s budget provided for $1 million and an additional $853,000
was sought for the budget for fiscal year 2009/2010. Ms. Bright advised the sum of
$800,000 had been budgeted in addition to the $150,000 pledged by the Board for the
expansion of the Fourth Street project. However, the City would only carry the CRA for
$400,000 until 2011.
As bonding was not currently an option, it was suggested moving forward with the
agreement with contingencies built in for revenue, Tax Increment Financing (TIF),
number of units and any other concerns. Chair Taylor pointed out if the Board were to
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go forward with the agreement, the developer would be forced to invest large sums of
money without any assurances the City/CRA would have the funding to continue the
project in the future.
Mr. Hinners commented while he had already spent a good deal of money, he would
expect some kind of certainty or indication of a partnership. Once a partnership had
been established, he would be able to request funding from other government bodies,
and the CRA’s obligation would be reduced. Mr. Hinners had no objection with building
in contingencies between phases prior to moving forward.
Chair Taylor understood the 163 Agreement would bind the CRA to a financial
commitment of 12 years. Attorney Cherof pointed out only the City could enter into
such an agreement. The CRA had no authority to do so because it did not control
zoning approvals. In terms of an exit strategy, the same contingencies could be
incorporated into a document that was not a 163 Agreement.
Susan Motley, Attorney, Ruden McClosky, agreed with Attorney Cherof, adding a 163
Agreement allowed an elected body to agree in the future that certain development was
approved. It addressed a concept called “Contract Zoning,” wherein future approvals
could be attacked because the current Board members or current Commission might
not be serving at the time the proposed development would actually take place. Once
the land use was approved for this development, it was important the agreement be
converted for that particular phase into a 163 Agreement in order to commit to
development approvals for the future. All of the conditions addressed at this meeting
could be incorporated into a 163 Agreement. Attorney Cherof indicated the Board did
not have the ability to modify the land use on any property, including the CRA district,
and only the City Commission could do so.
It was noted the Board members agreed not to seek third-party verification and were
comfortable with the CRA working with the consultant on staff.
Item #3, Auburn’s Request for a 163 Agreement. This item was discussed above.
Item 4, Number of Phases. Vice Chair Rodriguez believed it was agreed the City/CRA
would not commit funds beyond the first phase and contingencies would be placed in
the agreement. Mr. Hay pointed out the agreement provided the CRA was not
obligated to advance funds until the previous phase had been substantially completed.
Mr. Hinners concurred, adding, there would be no obligation except to the extent
funding had been received from another source. This would enable Auburn to move
the project along.
Mr. Hay requested clarification on the following language appearing in the agreement:
“…Auburn shall have no right to any designated advancement from the CRA for the new
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phase, until the prior phase is substantially complete.” He questioned whether
“substantially” referred to a particular percentage. It was suggested the word
“substantially” be stricken and in its place, wording such as, “…75% or at the Board’s
discretion…” so that the Board would not be locked into a percentage. Attorney Cherof
indicated language could be inserted with parameters set by the Board.”
Mr. Hinners pointed out the phases had been established before Auburn was aware it
had not been prepared to have a grocery store in place in order to obtain the necessary
tax credits. The grocery store was to have been developed in Phase III. It was
therefore thought Phase III should be developed first in order to meet the tax credit
proximity requirement.
Mr. Hay requested clarification as to whether the grocery store was needed in Phase I
or Phase III. Attorney Cherof suggested it would be beneficial for staff to explain why
the grocery store was such an important component in the project.
Ms. Brooks advised the Florida Housing Finance Corporation required a 4,500 square
foot grocery store be fully operational at the time application was made for the tax
credit. CRA staff had meetings with representatives from a national grocery store chain
who had expressed their interest in the site, and indicated they wished to move forward
quickly.
Ms. Brooks pointed out Auburn proposed under its pro forma a 4,500 square foot store
on which the Tax Increment Financing (TIF) was negligible. CRA staff had in mind a
shopping center with a 20,000 square foot grocery store and another 20,000 square
foot adjacent retail operation. Thus, the Tax Increment Financing (TIF) would be much
greater. Language would have to be included in the agreement for this option.
Mr. Hinners believed a shopping plaza would usurp a good deal of the land upon which
Auburn had intended to build single-family housing. The acreage needed for the
grocery store or shopping center would require 2.5 to 3 acres. The land at the eastern
end of MLK at Seacrest had been zoned for commercial use. If single-family homes
were to be constructed on the property, an amendment to the land use would be
necessary.
Mr. Hinners indicated Auburn wished to have the grocery store built in a reasonable
period of time. Auburn would manage the project with the assistance of a commercial
developer, and Auburn would be accountable for the project. Ms. Brooks pointed out
the CRA was responsible for the debt coverage under the agreement. Mr. Hinners did
not believe this provision should have appeared in the most recent draft agreement.
Item 5, Request for Public Subsidy for Market Rate Development. Attorney Cherof
advised that bond counsel, Mark Raymond, recommended at the time the public
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purpose had been described, it be tested through a bond validation proceeding. If
approved, it would be safe to move forward. If not, this would at least be brought to
light prior to being challenged. Attorney Cherof agreed with Mr. Raymond’s
recommendation.
It was noted the $11 million requested was included in the $23 million total CRA
contribution for all phases.
Chair Taylor inquired as to why the developer would not wish to build the parking
garage. Mr. Hinners responded projections indicated public assistance was necessary,
and the amount requested was Auburn’s estimate as to what was required for the
project to be financially feasible. Chair Taylor inquired whether the parking garage
would accommodate the people purchasing the units. Mr. Hinners advised public
parking would be provided during the day and some of the spots would be reserved for
residents at night. Retail offices on Federal Highway would require parking in the
garage. Public parking would also be required for the Senior Center. These issues
would be resolved with the bond counsel in order to justify a public purpose.
Mr. Hay inquired as to the affordability component which required 20% of the units in
Phase IV be added to comply with the City’s Workforce Housing Ordinance. Mr. Hinners
replied the affordability component was determined by the median income and sale
prices in existence at the time. Auburn would have to sell at that amount, or lower, to
households below a percentage of the median income.
Chair Taylor inquired as to Auburn’s strategy in the event the bond counsel
recommended against payment by the CRA for the garage. Mr. Hinners replied Auburn
would scale down the development.
Mr. Hay inquired whether there was a possibility Auburn might not be able to acquire
the property on the north side of MLK Boulevard. Mr. Hinners replied the garage was
currently located on both sides of MLK Boulevard, and in the event Auburn was unable
to acquire the property, one side of the garage would be situated on MLK Boulevard
and the other on the block to the south.
Item 6, Request for Funding for Public Improvements. Mr. Hinners noted Auburn had
specified the funding be fixed at $1 million for the streetscape and all landscaping in the
circle. Ms. Bright pointed out the minutes of October 14, 2008 reflected the sum of
$500,000 was agreed upon for a traffic circle, and the balance would cover the entire
area, including the renovation of the exterior of St. Paul’s AME Church. It was noted
the $1 million was included in the $23 million total CRA contribution. Mr. Hay noted he
had no objection to the renovation of St. Paul’s AME Church, but questioned how that
came about. Mr. Hinners advised that the premise for the renovation was to enhance
the appearance of the church, which was located in the area of the planned circle.
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Auburn was also working with other churches in the area. A very small portion of the
$1 million would be utilized for the renovation. A circle would be installed at the
intersection west of the church, as well as at MLK and Seacrest Boulevards.
Item 7, Phasing Order. This item was previously discussed.
Item 8, Project Scope. This item had been clarified at the October 14, 2008 meeting as
an error by Mr. Hinners. Mr. Hinners noted the error pertained to the 26.3 versus 27
acres. Auburn desired to move the project south because the property currently utilized
for adult entertainment was impossible to acquire. The assessed values for the
property and what would be built far exceeded the value of the current establishment.
Item 9, Retail. This item was previously addressed.
Item 10, Height. Mr. Hay understood that the Board was not considering seven or
eight stories between Seacrest and the FEC railroad tracks prior to Auburn entering
Phase IV. Phase IV would consist of seven or eight stories. Mr. Hinners concurred.
Item 11, Financial Capacity. Mr. Hay felt a periodic check of the final health of Auburn
was advisable. Mr. Hinners pointed out a construction lender would not provide a
commitment for funds to build the project if Auburn was not financially capable of doing
so. The agreement required Auburn provide financial statements to staff unless a
construction lender had provided the loan commitment. Staff concurred. Ms. Bright
believed 15 days was too short a time within which to review the financial statements
and requested 30 days. Mr. Hinners had no objection to the request.
Item 12, Liquidated Damages. This item was removed from the agreement.
Item 13, Overhead Reimbursement. Ms. Bright noted, in the October 14, 2008 minutes,
st
Mr. Hinners suggested July 1 as the commencement date for the expenses to accrue.
Ms. Bright had been working with Mr. Beguiristain to determine a breakdown of the
overhead expenses. Mr. Hinners pointed out the costs would only apply to Auburn’s
staff who specifically worked on the development. Ms. Bright was not aware of the
employees or who comprised the project team, nor was she aware of the salaries.
While the verifiable expenses were not in question, the issue was nature of the
expenses. Mr. Beguiristain’s suggestion was to remove the fees for surveys, planners,
engineers and architects from the pro forma in order to calculate the costs.
Mr. Hinners remarked he could provide a salary schedule. However, in order to protect
the privacy of Auburn’s employees and their earnings, he would rather provide
percentages. He assured this issue could be resolved.
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Chair Taylor was not aware of any project undertaken in the City wherein the CRA had
been required to reimburse overhead expenses and did not know why this would be
considered. Auburn’s reimbursement would not be required if the project proceeded.
However, if required, the amount would not be excessive, and Auburn would work with
staff.
Attorney Cherof noted payment would be tied into the contingencies discussed earlier.
In the event the City/CRA were to exercise a contingency to exit the contract, the
developer believed a fee would be associated therewith. Vice Chair Rodriguez believed
the payment of expenses was not tied to a contingency, rather if the City elected to
terminate the project, there would be costs associated, and he believed this was
understandable. Mr. Hay could not understand being responsible for Auburn’s third-
party consultants and contractors and if so, limits should be set. Vice Chair Rodriguez
pointed out if the City/CRA had a contract in place with contingencies built around
various events, and if one of the events came to fruition, actions could be taken by
either the City or the developer, and the contractual arrangement should be terminated.
In the event another Board was in place next year and the Board elected to cancel the
contract without a contingency, Auburn would expect to be compensated. Vice Chair
Rodriguez believed it would be the Legal Department’s responsibility to determine the
consequences if a Board took drastic measures as a result of a non-event or no-cause
issue. Attorney Cherof noted the appropriate clause was contained in Paragraph 24.2
of the contract dealing with Phase I.
Mr. Hinners indicated in the event Auburn acquired land for Phase I, the CRA would
then acquire the land from Auburn. Attorney Motley believed Attorney Cherof was
referring to Paragraph 24.1 which provided if Auburn had been unable to obtain
housing credits for the Phase I Senior Apartments by January 15, 2012, the CRA would
then have the option to terminate the agreement and require Auburn to convey the
land back to the CRA. She believed the intention was to cover a default by the CRA if
the CRA found another developer they preferred. Chair Taylor and Vice Chair Rodriguez
objected to the CRA being held accountable if Auburn could not obtain the housing
credits. Attorney Motley agreed, noting the agreement would be amended to that
effect. Vice Chair Rodriguez felt the Board should agree that the only occasion on
which there should be any discussion of compensation or costs would be for a non-
event or a no-cause termination by a Board.
Item 14, Property Acquisition/Pricing. Mr. Hinners pointed out that Auburn’s cost for
the land did not affect the amount of the CRA’s contribution towards the project. If
Auburn overpaid for the land, that would be their responsibility. Attorney Cherof
commented the contribution would only increase if the CRA had to buy the land back.
If that contingency occurred, there would be an increased cost to the CRA.
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Ms. Bright noted the Agreement contained language pertaining to eminent domain.
She questioned whether it was Auburn’s expectation the CRA or the City would pay for
eminent domain parcels. Mr. Hinners believed the use of eminent domain to acquire a
parcel for a public purpose would be undertaken by the City or CRA, and these entities
would also be responsible for the costs. Auburn had no ability to require the City or
CRA to commence eminent domain proceedings.
Item 15, Rollover of CRA Funds. Mr. Hinners contended this provision had been in the
prior agreement and had not been changed. He noted grants or other funding received
by Auburn from sources other than the CRA would reduce the CRA’s funding
commitment. The funds rolled over would accelerate the program and provide Tax
Increment Financing (TIF) revenue to the City and CRA sooner than anticipated. He
noted funding obtained in the form of a loan from other sources would accelerate the
CRA’s tax revenue, but would have to be repaid and would not reduce the CRA’s
contribution.
Mr. Hay pointed out the revised language required that Auburn provide the CRA with
copies of all loan and funding commitments, property closing statements and third-
party contracts for costs related to the development and construction, and a final
accounting of project costs upon completion. It was noted the revised language had
been recommended by staff. Mr. Hay requested that language be added requiring the
documents be provided upon completion of each phase. Ms. Bright advised new
accounting practices would require an accounting after each phase for risk assessment
standards. Mr. Hinners had no objection.
Ms. Bright requested clarification with regard to language pertaining to a “loan” by the
CRA to Auburn of $11,704,000 for construction in Phase IV. Mr. Hinners explained this
was a forgivable loan.
Mr. Hay inquired whether land use and zoning approvals for Phase IV would be
completed by March 15, 2009. Mr. Hinners explained there was no longer any urgency
with respect to this provision, as the grocery store issue had not been resolved. The
agreement called for another date for completion of the rental development. To the
extent the rental development could not be commenced as a result of the grocery store
issue, he believed that date should be extended accordingly.
With regard to the implementation of the changes discussed, Attorney Motley would
prepare the revised Master Development Agreement, incorporating the contingencies
and changes discussed. The revised agreement would be brought back to the CRA
Board and thereafter to the City Commission for approval. Vice Chair Rodriguez
suggested the City’s input be available at the time the agreement was brought before
the CRA Board, and that any policy issues be brought to the Commission as soon as
possible. The City Manager’s office was also looking into timing and other issues. Lori
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LaVerriere, Assistant City Manager, remarked it was possible policy decisions would be
addressed at the December 16, 2008 Commission meeting. Attorney Cheraf believed
the need for a Senior Center would constitute a policy decision, as the operation of the
facility would involve recurring costs to the City.
Ms. Bright reminded Auburn that Tax Increment Financing (TIF) revenues would not be
received by the CRA until late December or January which could delay payments
required by the CRA.
Attorney Cherof pointed out the budget projection was significant as budgetary issues
would be included in the contingencies. Mr. Hinners noted Auburn was required to have
a Senior Center open to the public in order to obtain tax credits.
Item 16. Below Market Rate Financing. This item had been addressed earlier.
V. Adjournment
There being no further business to discuss, the meeting properly adjourned at 6:58
p.m.
$~~. 0/-
Stephanie D. Kahn
Recording Secretary
111908
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