HomeMy WebLinkAboutResolutions - 2007.05.24 - 9288MISCELLANEOUS RESOLUTION #07135 May 24, 2007
BY: Planning and Building Committee, Sue Ann Douglas, Chairperson
IN RE: WASTE RESOURCE MANAGEMENT UNIT - RESOLUTION APPROVING THE PROVISIONS
OF A BROWNFIELD PLAN FOR THE 4700 LAPEER ROAD PROJECT
To the Oakland County Board of Commissioners
Chairperson, Ladies and Gentlemen
WHEREAS the Oakland County Board of Commissioners, pursuant to and in accordance with the
provisions of the Brownfield Redevelopment Financing Act, being Act 381 of the Public Acts of the State
of Michigan of 1996, as amended (the "Act"), have established a redevelopment of Brownfields
Redevelopment Authority and Board (OCBRA) to facilitate the cleanup and redevelopment of Brownfields
within Oakland County's communities: and
WHEREAS the 4700 Lapeer Road site in Orion Township is an environmental hazard, a "facility" under
state statute and a non-producing parcel: and
WHEREAS a Brownfield cleanup and redevelopment plan (the "Plan") has been prepared to restore the
environmental and economic viability of this parcel, which the OCBRA has reviewed and modified; and
WHEREAS pursuant to OCBRA by-laws, a local committee has been appointed, participated in
discussions regarding the proposed plan and project, reviewed the plan, and recommends its approval;
and
WHEREAS the members of the Township Board have reviewed the Plan, and have been provided a
reasonable opportunity to express their views and recommendations regarding the Plan in accordance
with Sections 13 (13) of the Act, and have unanimously approved the resolution declaring their
concurrence with the provisions of the Plan (attached); and
WHEREAS the OCBRA, pursuant to and in accordance with Section 13 of the Act, has unanimously
approved a resolution (attached) adopting the Plan, procedures for cost reimbursement, and
recommends the adoption of the Plan by the Planning and Building Committee and the Board of
Commissioners to be carried out within the Township of Orion, relating to the redevelopment of 4700
Lapeer Road located at M-24 and north of Brown Road (the "Property").
NOW THEREFORE BE IT RESOLVED that the Oakland County Board of Commissioners does hereby
adopt the Plan to be carried out within the Township of Orion. relating to the redevelopment of 4700
Lapeer Road located at M-24 and north of Brown Road (the "Property").
BE IT FURTHER RESOLVED that a public hearing on the adoption of the Brownfield Plan approved by
the Oakland County Brownfield Redevelopment Authority for 4700 Lapeer Road in Orion Township shall
be held on May 24, 2007, at 9:40 a.m., in the Board of Commissioners' Auditorium, 1200 North Telegraph
Road, Pontiac, Michigan.
Chairperson, on behalf of the Planning 8, Building Committee. I move the adoption of the foregoing
resolution.
PLANNING & BUILDING COMMITTEE
PLANNING & BUILDING COMMITTEE VOTE:
Motion carried on a roll call vote with Jacobsen and Gosselin absent.
STATE OF MICHIGAN
COUNTY OF OAKLAND
CHARTER TOWNSHIP OF ORION
RESOLUTION REGARDING PROPOSED
BROWNFIELD REDEVELOPMENT PROJECT
AT 4700 S. LAPEER ROAD
WHEREAS the Charter Township of Orion has a Brownfield project commonly known
as the 4700 Lapeer Road Project that it would like to have reviewed and processed by the
Oakland County Brownfield Redevelopment Authority; and
WHEREAS the Charter Township of Orion has not created a Brownfield Authority; and
WHEREAS the Oakland County Brownfield Redevelopment Authority (OCBRA) was
created by Oakland County, pursuant to MCL 125.2651 et seq., to assist jurisdictions like
the Charter Township of Orion that do not have their own Brownfield Authority; and
WHEREAS the Oakland County Brownfield Redevelopment Authority is prepared to
assist the Charter Township of Orion by reviewing the proposed 4700 S. Lapeer Road
Project, provided that the Charter Township of Orion acknowledges certain rights that the
Oakland County Brownfield Redevelopment Authority has, to wit:
• OCBRA may collect, pursuant to State statute, an administrative fee not to exceed
$75,000.00 per year for the length of the Brownfield plan. In this project,
OCBRA intends to collect an administrative fee not to exceed $46,000 over 16
years; and
• OCBRA intends to capture and collect an amount up to 100% ($145,000 stretched
over five years, 2019-2023) of the eligible costs for the Brownfield project, and
that such funds will be placed in the OCBRA revolving loan fund for future
remediation projects; and
WHEREAS the Charter Township of Orion will have the opportunity to provide public
comment on any Brownfield plan (including the amount of the administrative fee to be
collected and the amount captured for the revolving loan fund) before it is finally adopted
by the OCBRA and/or the Oakland County Board of Commissioners;
NOW BE IT THEREFORE RESOLVED that the Charter Township of Orion requests
that the OCBRA undertake review of the 4700 S. Lapeer Road Project; and
IT IS FURTHER RESOLVED that the Charter Township of Orion acknowledges and
understands that OCBRA intends to collect certain administrative fees and capture certain
taxes for its revolving loan fund, which will be specified in detail in any Brownfield Plan
before it is finally adopted.
On a motion by Trustee Gibb, seconded by Trustee Garlicki, the resolution was adopted,
as amended, with the Board Members voting as follows:
AYES: Young, Porter, Gibb, Bastian, Steimel, Garlicki, Dywasuk.
NAYS: None.
ABSENT: None.
ABSTENSION: None.
The Supervisor declared the resolution adopted.
CERTIFICATION
I. Jill D. Bastian, duly elected Clerk of the Charter Township of Orion, do hereby certii5)
that the foregoing is a true and accurate copy of a resolution adopted by the Charter
Township of Orion Board of Trustees at a regular meeting held on Monday, March 19,
2007.
Jg'b . Bastian, Clerk
Charter Township of Orion
Date: A .5. 24. o 7
rSTABLISHMENT OF A COMMITTEE FOR THE 4700 LAPEER ROAD
BROWNFIELD SITE
March 27 2007
WHEREAS, per the Oakland County Brownfield Redevelopment Authority
(BRA) Bylaws, Article II Section 9. Not less than sixty days prior to the submittal of any
proposed Brownfield redevelopment plan to the BOC pursuant to Section 14(a) of the
Act, by resolution the Board shall appoint a committee for any such proposed plan to
allow for input of the city, village or township involved. The committee shall consist of a
minimum of one or more of the Directors of the Board, as well as one elected official, or
his/her designee from the affected city, village, or township. The committee so appointed
shall make recommendations to the Board, which shall include or address any changes to
the Brownfield redevelopment plan sought by the city, village or township, as well as any
other significant concerns or issues raised by the city, village or township.
WHEREAS, Thomas Law (Oakland County BRA) and Gerald Dywasuk (Charter
Township of Orion) were designated to serve on the Local Host Committee on Tuesday
March 13, 2007 for the 4700 Lapeer Road project.
WHEREAS, all parties involved with this project and the specific persons
nominated for this committee have been meeting on this project starting in March of
2007: and,
WHEREAS, today is the first scheduled meeting in which the Oakland County
BRA can vote on this resolution.
THEREFORE, be it resolved, to tprove and ratify the appointment of Thomas
Law (Oakland County BRA) along„)Niiih 'Gerald Dywasuk (Charter Township of Orion) to
serve on the 4700 Lapeer lb* pre*: t committee.
Yeas- Crawford, Hunter, Law, Webster, Williams, Wilson
Nays-
Absent- Coulter, Etkin, Lerminiaux
tivi4vvi
Thomas A. Law
Secretary Oakland County Brownfield Redevelopment Authority
RESOLUTION TO APPROVE A BRO'WNFIELD REDEVELOPMENT PLAN
FOR THE 4700 LAPEER ROAD BROWNFIELD SITE
March 27, 2007
WHEREAS, the 4700 Lapeer Road site has been a long-standing environmental
hazard, a "facility' under state statute, and a non-producing parcel for many years; and,
WHEREAS, a clean up and redevelopment plan has been established to restore
the environmental and economic viability of this parcel; and,
WHEREAS, a local committee has been appointed, reviewed the plan and
recommends its approval; and,
WHEREAS, the BRA Board has reviewed and modified the proposed plan; now,
WHEREAS, to approve the Brownfield Redevelopment Plan for the 4700 Lapper
Road as presented and considered at the March 27, 2007 OCBRA Board meeting, along
with the procedures for cost reimbursement, both attached; and,
THEREFORE, BE IT RESOLVED, the Brownfield Plan for the 4700 Lapeer
Road project was approved by the OCBRA on March 27, 2007 by a majority vote of six
yeas to zero Nays.
BE IT FURTHER RESOLVED, to recommend the adoption of this plan by the
Oakland County Board of Commissioners, and its Planning & Building and Finance
Committee's
Yeas: Crawford, Hunter, Law, Webster, Williams, Wilson
Nays:
Absent: Coulter, Etkin, Lerminiaux
L44 at
Thomas A. Law
Secretary Oakland County Brownfield Redevelopment Authority
STATE OF MICHIGAN
COUNTY OF OAKLAND
CHARTER TOWNSHIP OF ORION
RESOLUTION CONCURRING WITH THE PROVISIONS OF
A BROWNFIELD PLAN ADOPTED BY THE OAKLAND COUNTY
BROWNFIELD REDEVELOPMENT AUTHORITY FOR THE
4700 LAPEER ROAD PROJECT
RECITATIONS:
WHEREAS, the Oakland County Board of Commissioners, pursuant to and in
accordance with the provisions of the Brownfield Redevelopment Financing Act, being Act 381
of the Public Acts of the State of Michigan of 1996, as amended (the "Act"), have established a
Brownfield Redevelopment Authority and Board (OCBRA) to facilitate the clean up and
redevelopment of Brownfields within Oakland County's communities; and
WHEREAS, the property located at 4700 Lapeer Road in Orion Township is an
environmental hazard, a "facility' under state statute; and
WHEREAS, a Brownfield clean up and redevelopment plan (the "Plan") has been
prepared to restore the environmental and economic viability of this parcel which the OCBRA
has reviewed and approved; and
WHEREAS, pursuant to OCBRA by-laws, a local committee has been appointed,
participated in discussions regarding the proposed plan and project, reviewed the plan, and
recommends its approval; and
WHEREAS, the OCBRA, pursuant to and in accordance with Section 13 of the Act, shall
consider recommending that the Oakland County Board of Commissioners approve the
Brownfield Plan to be carried out within the Township of Orion, relating to the redevelopment of
the property located at 4700 Lapeer Road (the "Property -); and
WHEREAS, the members of the Township Board have reviewed the Plan, and have been
provided a reasonable opportunity to express their views and recommendations regarding the
Plan in accordance with Sections 13(13) of the Act; and
NOW THEREFORE BE IT RESOLVED THAT the Township Board of Trustees of the
Charter Township of Orion hereby concurs with the provisions of the Plan including approval of
the Plan by the Oakland County Board of Commissioners and implementation of the Plan by the
Oakland County Brownfield Redevelopment Authority.
BE IT FURTHER RESOLVED THAT should any section, clause or phrase of this
Resolution be declared by the courts to be invalid, the same shall not affect the validity of this
Resolution as a whole nor any part thereof other than the part so declared to be invalid.
By:
ILL D. BASTIAN, CLERK
BE IT FURTHER RESOLVED THAT all resolutions or parts of resolutions in conflict
with any of the provisions of this Resolution are hereby repealed.
AYES: BAST/Ad) 37-Er 1\1E4, Po kTgak) yodN6, 6/66, ARL /c41,73YWASUk,
NAYS: NONE,
ABSTENTIONS: iV N
ABSENT: N O/1f
CERTIFICATION
It is hereby certified that the foregoing Resolution is a true and accurate copy of the
Resolution adopted by the Township Board ççf the Charter Township of Orion at a meeting duly
called and held on the 7 6 4-A— day of 6J4J1t , 2007.
CHARTER TOWNSHIP OF ORION
2
OAKLAND COUNTY
BROWN FIELD REDEVELOPMENT AUTHORITY
BROWNFIELD REDEVELOPMENT PLAN
Amendment No.
FOR
4700 S. Lapeer Road Property
Orion Township, Michigan
March 6, 2007
Prepared For:
Kemp Building and Development
275 West Girard
Madison Heights, MI 48071
Prepared By:
ASTI Environmental
10448 Citation Drive
Brighton, Michigan 48116
ASTI Project No. 6081
OAKLAND COUNTY
BROWNFIELD REDEVELOPMENT AUTHORITY
BROWNFIELD PLAN
4700 S. LAPEER ROAD PROPERTY
MARCH 6, 2007
Table of Contents
Project Summary
I. INTRODUCTION 1
II. GENERAL PROVISIONS 2
A. Description of Eligible Property. 2
B. Basis of Eligibility 3
III. PROJECT DESCRIPTION 4
A. Description of Cost to be Paid & Summary of Eligible Activities 4
B. Estimate of Captured Taxable Value and Tax Increment Revenues
Impact of Tax Increment Financing on Taxing Jurisdictions 6
C. Impact of Tax Increment Financing on Taxing Jurisdictions 9
D. Method of Financing & Description of Advances 9
E. Plan of Financing Maximum Amount of Indebtedness 9
F. Duration of Plan 9
G. Effective Date of Inclusion in Brownfield Plan 10
H. Displacement/Relocation of Individuals 10
I. Local Site Remediation Revolving Fund 10
J. Other Material 10
TABLES
Table 1: Estimated Tax Recature 5
Table 2: Example Tax Capture 7
Table 3: Funding Sources 11
ATTACHMENTS
Figure 1: Site Location Map
Figure 2: Site Features Map
Estimated Total
Investment:
Annual Tax Revenues
Before Project:
Annual Tax Revenues After
Project:
Basis for Eligibility:
Eligible Expenses:
Years for Reimbursement:
OAKLAND COUNTY
BROWNFIELD REDEVELOPMENT AUTHORITY
BROWNFIELD PLAN
4700 S. LAPEER ROAD PROPERTY
MARCH 6, 2007
Project Name:
Developer:
Project Location:
Project Overview:
Eligible Activities:
Project Summary
Kemp & Peyerk Orion
Kemp Building and Development
Single parcel located at 4700 S. Lapeer Road in Orion
Township, Michigan
The project will redevelop 3.87 acres of former
industrial property. The Property consists of vacant land
previously containing a single building. Historically the
site was light industrial use including a steel fabrication
and metal working operation from the 1960s, until it
burned down in 2006. Remediation of environmental
impacts will be completed as part of this project.
$4,800,000
$10,900 (based on adjustment for vacant land)
$101,000 (total tax based on estimated value of real
property as of 2008 when project is complete)
The parcel is contaminated and therefore qualifies as a
facility as defined in Part 201 of Michigan Act 451.
Eligible activities include remediation of environmental
impacts, environmental investigations, due care,
administrative controls, and preparation of
environmental reports.
$275,000
11 (using assumptions described in the Plan, Table 1)
BROWNFIELD PLAN
4700 S. LAPPER ROAD PROPERTY
JANUARY 13, 2007
1. INTRODUCTION
The Oakland County Brownfield Redevelopment Authority (the Authority) was created
by Oakland County (the County) under the Brownfield Redevelopment Financing Act,
Michigan Public Act 381 of 1996, as amended (Act 381). The primary purpose of Act
381 and the Authority is to encourage the redevelopment of contaminated property by
providing economic incentives through tax increment financing for eligible activities and
Brownfield Redevelopment Single Business Tax Credits for eligible investments.
The Oakland County Brownfield Plan (the Plan) describes what defines a property as an
"eligible property", including conditions for classifying a property as a "facility". In
addition, it describes the extent of the proposed redevelopment project, the methods for
redevelopment, and the amount of tax dollars generated by the project that will be used
to finance the redevelopment. Once approved, the Plan will serve as a guide for
implementation of the project.
This Plan Amendment describes the redevelopment of a former light industrial and steel
fabrication facility located at 4700 S. Lapper Road in Orion Township, Michigan. The
Plan Amendment includes all information required by the Authority for review and
approval. All terms used in this Plan are defined as provided in the applicable statues,
including; The Brownfield Redevelopment Financing Act, 1996, Michigan Public Acts
381, M.C.L. § 125.2651 et seq., as amended; Sections 38d and 38g of the Single
Business Tax Act, 1975 Michigan Public Acts 228, M.C.L. § 208.1-208.145, as
amended; and Part 201 of the Natural Resources and Environmental Protection Act,
1994 Michigan Public Acts 451, M.C.L. § 324.20101 et seq., as amended (Part 201).
All references in section headers are for The Brownfield Redevelopment Financing Act,
1996, Michigan Public Acts 381, M.C.L. § 125.2651 et seq., as amended.
1
Oakland County Brownfield Plan Amendment
4700 S. Lapeer Road Properly
II. GENERAL PROVISIONS
A. Description of Eligible Property (Section 13(1)(h))
The eligible property for this Plan consists of a single parcel of approximately 3.87 acres
located on Lapeer Road, just north of Brown road and west of S. Lapeer Road in Orion
Township, Oakland County, Michigan (Figure 1). The Property is currently vacant,
consisting of the former building slab foundation, two truck wells, asphalt parking area,
concrete drive, wooded and lowland areas, and landscaping (Figure 2).
The Property was used as a farmstead from at least 1940 through the 1960s. Between
1963 and 1972, a light industrial building was constructed on the eastern portion of the
Property. The building was renovated and approximately 20,000 square feet were
added to the building in 1974. The building was used for storage by Canterbury Village
between 1996 and the time the building burned on January 6, 2006. The Property is
currently zoned for light industrial use.
The developer, Kemp Building and Development (the Developer) intends to construct
and lease a light industrial building on the property.
The legal description for the Eligible Property is as follows.
T4N, R10E, SEC 35 PART OF E 1/2 OF WEST % OF SEC BEG
AT PT DIST N 87-50-35 E 1295.30 FT & N 01-01-51 w 1679.33
FT & n 89-35-34 E 577 FT FROM SW SEC COR, TH N 89-35-
34 E 616 FT, TH N 00-24-26 W 225 FT, TH S 89-35-34 W 420
FT, TH N 00-24-26 W 150 FT, TH S 89-35-34 W 200.20 FT, TH
S 01-02-56 e 375.02 FT TO BEG 3.87 A3-22-96 FR 017
Personal Property: Personal property will be included as part of the Eligible Property
and the value.of the personal property is an eligible investment for the purpose of
calculating the amount of the Brownfield Redevelopment Single Business Tax Credit for
Oakland County Brownfield Plan Amendment
4700 S. Lapeer Road Property
2
the project. As described below, personal property is not included in the estimates of
incremental taxable value provided in Table 2.
The Property and improvements, including tangible personal property to be located
thereon, will comprise the eligible property (the Eligible Property).
B. Basis of Eligibility (Section 13(1)(h))
The Property is an eligible property because it is a "facility" as defined by Part 201 of
Michigan Act 451.
A review of historical sampling data indicates concentrations of VOCs and metals in soil
and groundwater at several locations throughout the Property that exceed the MDEQ's
Generic Residential Cleanup Criteria (refer to the Baseline Environmental Assessment
dated November 3, 2006). Most of the impacted boring locations are on the western
portion of the Property, to the east of the truck well.
Environmental conditions were initially observed by ASTI Environmental of Brighton,
Michigan during a Phase I environmental site assessment conducted on April 28, 2006.
A subsurface investigation was conducted at the Property on June 28, 2006 in regard to
historical uses first identified during the Phase I investigation. On October 6, 2006, an
additional subsurface investigation was conducted to delineate soil and groundwater
impacts identified during the June 2006 investigation. A total of 14 soil borings have
been completed throughout the Property during the two subsurface investigations.
Subsurface investigations indicate impacts in the western and central portion of the
Property. The impacted soil samples were collected from a depth of 10 to 12 feet below
ground surface. Concentrations of VOCs in excess of the Csat and/or industrial closure
criteria have been identified in the western portion of the site, to the east of the truck
well. Concentrations in excess of Csat values indicate potential for free product.
3
Oakland County Brownfield Plan Amendment
4700 S. Lapeer Road Property
III. PROJECT DESCRIPTION
A. Description of Cost to be Paid With Tax Increment Revenues & Summary of
Eligible Activities (Section 13(1)(b))
The "eligible activities" planned for the site are identified by Act 381, and include
environmental investigation, remediation, due care, administrative costs, and closure
documentation, which are defined as those activities necessary to identify and remedy
impacts above the applicable clean-up criteria in order to prepare the site for
construction. In specific, these activities include, but are not limited to, the following:
1. Environmental Investigations:
Soil and/or groundwater investigations; 1) to further delineate the nature
and extent of identified impacts that have occurred from historical uses; 2)
to assess environmental conditions on the subject property; and 3) as
required to provide closure documentation following soils remediation.
2. Environmental Remediation and Due Care Activities
Soil contamination identified on-site will be remediated. An estimated
4,500 cubic yards of soil will be excavated from the impacted area and
transported to an appropriate waste disposal facility. The upper portion of
the excavated soils may be used for backfill material if laboratory analysis
determines that the soils are appropriate for backfill. Approximately
15,000 square feet of concrete overlying the impacted remediation area
will be broken up and transported to a concrete recycling facility. Removal
of concrete and contaminated soils, preparation of Due Care Plans and
due diligence documentation, and preparation of work plans are included
in this activity.
3. Contingency
A 15% contingency factor has been included to accommodate unexpected
conditions that may be encountered during redevelopment.
In addition to the eligible activities described above, this Plan includes administrative
fees for the Oakland County Brownfield Redevelopment Authority (OCBRA) at 10% of
the total tax increment revenues for each year, and capture of an additional five years of
taxes for the local Revolving Loan Fund.
Oakland County Brownfield Plan Amendment
4700 5'. Lapeer Road Property
4
The estimates costs for the eligible activities are listed in Table 1 below and
reimbursement is illustrated in Table 2 attached.
Table 1
Estimated Costs of Eliaible Activities
Estimated
Tax
Eligible Activities Capture
1. Environmental Investigation $6,000
2. Environmental Remediation and $232 ,808
Due Care
Contingency (15%) $35,821 ,
Total Eligible Activities $274,629
The above costs are only estimations and may increase or decrease depending on the
actual conditions encountered on the Property. If necessary, this Plan may be
amended to add or delete eligible activities and their estimated costs.
Financial support will be provided by the Authority in the form of Tax Increment
Financing (T1F) to reimburse the Developer, including its successors and assignees, for
the actual cost of eligible activities on the Eligible Property, as authorized by Act 381,
and to allow a qualified taxpayer to apply for a State of Michigan Brownfield
Redevelopment Single Business Tax Credit. No cost shall be reimbursed by taxes
unless they are activities implemented pursuant to a development agreement approved
by the Township
B. Estimate of Captured Taxable Value and Tax Increment Revenues (Section
13(1)(c))
The Brownfield Plan total estimated cost of the eligible activities to be reimbursed
through the capture of tax increment revenue is provided in Table 2. Based on the
assumptions listed below, tax capture for reimbursement of eligible activities as
described in Section III(A) above is estimated at 11 years. The Township will capture
an additional five years, for a total duration of 16 years. As described below,
Oakland County Brownfield Plan Amendment
4700 S. Lapeer Road Property
5
conservative assumptions were included in the captured taxable value and tax rates.
These assumptions are used for illustrative purposes only, and are not intended to limit
reimbursement of the actual annual tax capture amount described in Section 111(A)
above.
The following assumptions have been used to prepare Table 2.
1. The development project will be completed in 2008.
2. Only local taxes are included in calculating recapture.
3. Although the most recent taxable value of the Property is $528,460, for purposes of
calculating the incremental taxable value, the Initial Taxable Value of the Property is
assumed to be the purchase price as indicated in Table 2.
4. Personal property, although anticipated to be part of the value added to the Property,
has not been included in the tax table.
Estimated Tax Increment Revenue Captured by the Authority: Over the life of the Plan
the maximum tax increment captured by the Authority will be as follows.
Oakland County Brownfield Redevelopment Authority
Administrative Fees (16 years): $46,000
Revolving Loan Fund (5 years) $145,000
The Initial Taxable Value will be set by the next assessment role for which equalization
will be completed following the date the resolution adding the eligible property in the
Brownfield Plan is adopted.
The captured incremental taxable value and associated tax increment revenue will be
based on the actual increased taxable value from all taxable improvements on the
Property and the actual millage rates levied by the various taxing jurisdictions during
each year of the Plan.
Oakland County Brownfield Plan Amendment
4700 S. Lapeer Road Property
100%
9 1,681,412 5
-
5 1,681,412 $
1,731,855 $ 1,783,810 $ 1,837,325 $ 1,892,444 $ 1,949,218
- $ - $ - 3 - s
1,731,855 $ 1,783,810 $ 1,837,325 $ 1,892,444 $ 1,949,218
100% 100% 100% 100% 100% 190% 100% 190%
FINANCIAL ANALYSIS 4700 S. Lapeer Road
Table 2- Example Total Tax Capture
Jurisdiction :Orion Township
School District: Lake Orlon Schools
Property Type: Industrial
A5sorts:111one
Property Value: $ 3,362,826
Projected Taxable Value: 1,681,413
Initial Taxable Value $ 187,500
Incremental Taxable Value: $ 1,493.913
Eligible Activity
Environmental Response Activities: $ 274,629
Redevelopment Activities: $
Total Eligible Expense: $ 274,629
March 6, 2007
Year
Percent Complete 0% 100% 100%
Incremental Taxable Value $ - $ 1,538,730 $
Personal Property $ - $ - $
Total Taxable Value 3 - $ 1,538,730 $
Total Total
Millage Category MIllat$1 Boo c.spk_ne
2007 2008 2009 2010 2011 1.02. 2013 2914 21116 208
Total Tax Capture for All Eligible Activities
100%
1,584,892 $ 1,632,439
-
1,584,892 5 1,632,439
ViNage Operating 12.1165 § - $ - $ - $ - $ - $ - 3 - 3 - 3 - $ - $ -
County Operating 1.3900 3 43,112 $ - 3 2,139 3 2,203 5 2,269 $ 2,337 3 2,407 9 2,479 $ 2,554 $ 2,630 9 2, /09
County Education 2.8000 5 86,845 $ - $ 4,308 $ 4,438 $ 4,571 $ 4,708 3 4,849 $ 4,995 5 5,145 $ 5,299 5 5,458
OCC Operating 1.5844 $ 49,142 $ - 3 2,438 9 2,511 $ 2,586 $ 2,664 $ 2,744 $ 2,826 5 2,911 $ 2,998 $ 3,088
ISO (All) 3.3690 5 104,493 $ - $ 5,184 5 5,340 3 5,500 5 5,665 $ 5,835 $ 6,910 $ 6,190 $ 6,376 3 6,567
County Parks 02419 3 7,490 $ - $ 372 $ 383 3 394 $ 406 $ 418 3 431 $ 444 $ 457 $ 471
Metro Parks 0.2146 $ 6,656 $ - 9 330 $ 340 $ 350 $ 361 $ 372 $ 383 $ 394 $ 466 $ 418
Fire 0.9916 $ 30,765 5 - 3 1,628 3 1,572 $ 1,619 2 1,667 $ 1.717 $ 1,769 $ 1,822 $ 1,877 9 1,933
Police 1.9832 $ 61,511 $ - 9 3,052 $ 3,143 $ 3,237 $ 3,335 $ 3,435 $ 3,538 $ 3,644 $ 3,753 $ 3,866
Library Operating 1.4189 5 44,009 $ - $ 2,183 3 2,249 $ 2,316 $ 2,386 3 2,457 $ 2,531 $ 2,607 $ 2,685 $ 2,766
Township General 0.8200 $ 25,433 $ - $ 1,262 3 1,300 $ 1,339 $ 1,379 $ 1,420 $ 1,463 $ 1,507 $ 1,552 3 1,598
Safety Paths 0.2382 $ 7.388 $ . $ 367 8 378 $ 389 $ 401 $ 413 $ 425 $ 438 $ 451 $ 464
Lake Orion School Deal 7.4919 5 - 5 - 3 - $ - $ - 3 - $ - 3 - $ - $ - 3 - School Operating 18.0000 $ - $ - $ - $ - $ - $ - $ - $ - 3 - $ - $ - School SET 6.0000 $ - $ - 5 - $ - $ - $ - 3 - $ - 9 - 3 • 5 -
Total Incremental Tax 58.6589 9 466,834 $ - s 23,160 $ 23,855 $ 24,570 $ 25,308 $
Total
Tax Capture for Reimbursement: 5 274,628 5 - $ 20,844 9 21,469 3 22,113 $ 22,777 9 23,460 $ 24,164 $ 24,889 5 25.636 $ 26.405
Capture for Brownfield Authority: 3 46,683 $ - $ 2,316 $ 2,385 3 2.457 $ 2,531 $ 2,607 $ 2,685 $ 2,765 5 2,848 $ 2,934
Capture la Bend Repayment $ - $ - $ - 5 - $ - $ - $ - $ - 3 - $ - $ -
Capture for RLF $ 145,523 $ - $ - $ - 3 - $ - $ - - $ -
Total Capture: 3 466,834 $ - $ 23,160 3 23,855 3 24,570 $ 25,308 9 26,067 1 26,849 $ 27,654 $ 28,484 3 29,338
Notes:
Property and Taxable Values assume conservative costs and tax
rates as described in the Brownfield Man, are for illustration only,
and do not rerresent actual costs.
The Initial Taxable Value Is an adjusted value based on recent
land purchase price
26,067 $ 26,849 $ 27,654 $ 28,464 S 29.338
Printed 31412007
Year
Percent Complete
Incremental Taxable Value
Personal Properly
Total Taxable Value
Meese Category
Village Operating
County Operating
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FINANCIAL ANALYSIS 4700 S. Lapeer Road
Table 2- Example Total Tax Capture
Jurisdiction: Orlon Township
School District: Lake Orlon Schools
Property Type: Industrial
Aesometions
Property Value: $
Projected Taxable Value:
Initial Taxable Value $
Incremental Taxable Value: -$
Eligible Activity
Environmental Response Activities: 274,629
Redevelopment Activities: $
Total Eligible Expense: 3 274,629
March 6, 2007
3,362,826
1,681,413
181,500
1,493,913
2019 2029 2021 2022 023 2024 2025 m 2027
100% 1110% 100% 100% 100% 100% 100% 100% 100% 100% 100%
$ 2,007,694 5 2,067,925 $ 2,129,963 $ 2,193,862 $ 2,259,677 3 2,327,468 $ 2.397,292 $ 2,469;711 $ 2,543,287 $ 2,619,585 3 2,698,173
$ - $ - $ - 3 - $ - 5 - $ - $ - $
2,007,694 $ 2,067,925 S 2,129,963 $ 2,193,962 $ 2,259,577 $ 2,327,466 $ 2,30/,292 3 2,469.211 2,543,287 2,519,585 2.658,173
Total
l'ili_1M.1
12 1165 5 - 5 - 5 - 5 - $ • 5 - 3 - $ - $ - S - $
1.3900 $ 2,791 $ 2,874 $ 2,961 $ 3,049 $ 3,141 $ 3,235 5 3,332 $ - $ • 3
2.8000 $ 5,622 $ 5,790 $ 5,964 $ 6,143 $ 6,327 $ 5,517 $ 6,712 $ - 5 - $ - 3
1.5844 3 3,191 $ 3,276 $ 3,375 $ 3.476 5 3,550 $ 3,6913 3 3,798 $ - $ - $ - $
3.3690 $ 6,764 5 6,967 $ 7,176 § 7,394 $ 7,613 3 7,841 $ 8,076 9 - 5 - 3 - $
0.2415 5 486 $ 499 $ 514 $ 530 $ 548 $ 682 $ 579 $ - $ - 3 - $
0.2146 $ 431 $ 444 $ 457 $ 471 $ 485 $ 499 $ 514 3 - 3 - $ - 5
0.9916 3 1,991 $ 2,051 5 2,112 $ 2,176 $ 2,241 $ 2,308 $ 2,377 3 - $ - $ - $
1,9832 $ 3,982 $ 4,101 9 4,224 $ 4,351 $ 4,481 $ 4,616 $ 4,754 $ - $ - $ - $
1.4189 3 2,846 $ 2,934 $ 3,022 $ 3,113 9 3,206 $ 3,302 $ 3,402 $ - $ - $ - 3
. 0.8200 S 1,646 $ 1,696 $ 1,747 $ 1,799 $ 1,853 $ 1,909 $ 1,966 $ - $ - $ - $
0.2382 5 478 3 493 $ 507 3 523 3 538 $ 554 $ 571 5 - $ - $ - 5
74910 9 - $ - 3 - $ - 5 - $ - 3 - 5 - 5 - $ - $
18.0009 $ - $ - 3 - $ - $ - $ - $ - $ - $ - $ - $
6.0060 9 - $ - $ - $ - $ - $ - 5 - $ - $ - $ - $
2017 2018
Total Tax Capture for All Eligible Attivities
Total Incremental Tax 58.6569 $ 30,219 $ 31,125 5 32,059 5 33,021 34,011 9 35,032 5 36,083 $ - 5 - s - $
Tax Capture for Reimbursement:
Capture tor Brownfield Aulhorityi
Capture for Bond Repayment
Capture Tor RLF
Total Capture:
Notes:
Property and Taxable Values assume conservatnre costs and tax
rates as described in the Browneekl Plan, are for illustration only,
and do not represent actual costs.
The initial Taxable Value lo an adjusted value based on recent
land purchase price.
$ 27,197 $ 26,013 9 7,662 3 - S - 5 _ $ - $ - $
5 3,022 5 3,113 $ 3,206 $ 3,302 5 3,401 3 3,503 $ 3,608 $ - $ - $ - 3
$ - $ - $ - $ - $ - $ - s - $ - $ - $
- $ - $ 21,191 $ 29,719 $ 30,610 $ 31,528 5 32,474 $ - $ - $ - 5
$ 30,219 3 31,125 $ 32,059 3 33,021 $ 34,011 5 35,032 5 36,083 $ - 3 - $ - $
C. Impact of Tax Increment Financing on Taxing Jurisdictions (Section 13(1)(g))
See Table 2 attached to this Plan for a detailed breakdown of the estimated impact of
tax increment financing on the revenues of the taxing jurisdictions in which the Eligible
Property is located.
The Property includes one school district: 63230- Lake Orion Schools
D. Method of Financing and Description of Advances by the Municipality (Section
13(1)(d))
The Development will be financed through private financing arranged by the Developer.
E. Maximum Amount of Indebtedness (Section 13(1)(e))
The Authority is not responsible for any cost of eligible activities and will incur no debt.
No advances have been or shall be made by the Township or the Authority for the costs
of eligible activities under this Plan.
F. Duration of Plan (Section 13(1)(f))
The Plan will remain in effect for as many years as is required to fully complete the
reimbursement of eligible expenses for the project, or 30 years, whichever is less.
G. Effective Date of Inclusion in Brownfield Plan
The Property will become a part of this Plan on the date this Plan is approved by the
Authority.
9
Oakland County Brownfield Plan Amendment
4700 S. Lapeer Road Property
H. Displacement/Relocation of Individuals on Eligible Property (Section 13(1)(i-I))
There are no persons residing on the eligible property to which this Plan applies, and
therefore there are no families to be displaced or relocated.
I. Local Site Remediation Revolving Fund (Section 13(1)(m))
Taxes will be captured from this Project for the Local Site Remediation Revolving Fund
during the five years following the complete capture of taxes for reimbursement of
eligible activities described in Section 111(A) above. These funds will be used for
investigation and remediation on other Brownfield sites located within the Authority.
No funds from the Local Site Remediation Revolving Fund shall be used to finance the
costs of eligible activities on the Eligible Property under this Plan.
J. Other material that the Authority or Governing Body Deems Pertinent (Section
13(1)(n))
Orion Township has entered into a development agreement with Kemp & Peyerk Orion
LLC dated , 2007 (the "Development Agreement"). This Brownfield
Plan is subject to the terms and conditions of the Development Agreement and any
future amendments to the Development Agreement.
Because of the challenges and costs associated with redevelopment of an industrial
facility, this project requires Brownfield incentives to succeed. Challenges include
impacts to soil in the western portion of the site, the potential for difficulties during the
excavation process, and the potential for unanticipated impacts to be discovered during
site preparation and construction. Costs associated with site preparation needed to
mitigate challenges created by previous site usage and development are anticipated to
be over $270,000 as described in this Plan.
10
Oakland County Brownfield Plan Amendment
47005. Lapeer Road Property
SBT Credit
Developer
Investment
Funding for these expenses is anticipated to come from the following sources. As
described above and illustrated below, the Developer may apply for school tax capture
and the Brownfield single business tax credit.
Table 3
Funding Sources
Environmental TIF
Investments Total Cost Grant Funded Funded
Site Acquisition
Environmental Investigation/Remediation
Site Preparation
Infrastructure
Demolition
Construction Costs
Other Construction Costs
$403.750 $0 $0 $0 $403,750
$269,150 $6,400 $238,808 $0 $23,942
$70,000 $0 $0 $0 $70,000
$412,000 $0 $0 $0 $347,000
$60,000 $0 $0 $0 $60,000
$2,230.000 $0 $0 $223,000 $2,007,000
5757.826 $0 $0 $75,783 $682,043
Total Above 54,202 726 $6,400 $238.808 $298,783 $3,593,735
Contingency 15% 16% 15% 15% 15%
3630.409 $960 $35,821 $44.817 $539,060
Total With Contingency $4,833.135 $7,360 $274,629 $343,600 $4,132,796
11
Oakland County Brownfield Plan Amendment
4700 S. Lapeer Road Property
Attachments
OAKLAND COUNTY
BROWNFIELD REDEVELOPMENT AUTHORITY
BROWNFIELD PLAN
4700 S. LAPEER ROAD PROPERTY
MARCH 6, 2007
0 2,000 1,000
187-Acre Property
Created for: Kemp Building Est Development
Created by: ALH, May 8, 2006, ASTI Project 6235
4700 S. Lapeer Road, Orion, Twp, MI =Feet v... Mal I 2,00-n
Site Location Map
LEGEND
— — Property Line
0 Transformer
Well
Storage Trailer
En Former 10,000 Gallon UST /1511
Environmenta1
Site Features Features Map
400 600
Approximate Scale in Feet
3.87-Acre Pro ert
Created for: Kemp Building & Development
ASTI Project 6235, ALB, May 9.2005
4700 S. La seer Road Orion T MI
rJ
Resolution #07135 May 24, 2007
Moved by Douglas supported by Gingell the resolution be adopted.
AYES: Douglas, Gershenson, Gingell, Gosselin, Gregory, Greimel, Hatchett, Jacobsen, KowaII,
Long, Middleton, Nash, Potter, Potts, Rogers, Scott, Spector, Suarez, Woodward, Zack, Bullard,
Burns, Coleman, Coulter, Crawford. (25)
NAYS: None. (0)
A sufficient majority having voted in favor, the resolution was adopted.
HEREBY APRS! THE MGM RESOW11011
S7a_
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
I, Ruth Johnson, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true and
accurate copy of a resolution adopted by the Oakland County Board of Commissioners on May 24, 2007, with
the original record thereof now remaining in my office.
In Testimony Whereof, I have hereunto set my hand and affixed the seal of the Count
Michigan this 24th day of May, 2007.
nd at Pontiac,
Ruth Johnson, County Clerk