12-15-15 HRA Special Agenda Packet AGENDA
Special Meeting
of the
Housing and Redevelopment Authority
Golden Valley City Hall
7800 Golden Valley Road
Council Chamber
December 15, 2015
5:30 pm
Pages
1. Roll Call
2. Winnetka and Medicine Lake Road Project Area:
A. Approval of Development Agreement and Interfund 2-47
Loan for Liberty Crossing Project 15-07
B. Reimbursement of HRA Expenditure 48
3. Adjournment
city of 4.
goldeni , MEMORANDUM
valley Housing and Redevelopment Authority
763-593-8002/763-593-8109(fax)
Executive Summary For Action
Golden Valley Special Housing and Redevelopment Authority Meeting
December 15, 2015
Agenda Item
2. A. Consider Resolution Approving Development Agreement and Interfund Loan for Liberty
Crossing Project
Prepared By
Marc Nevinski, Physical Development Director
Summary
Liberty Crossing Investment Partners, LLC proposes to construct 242 units of multi-family housing
at the southeast corner of Medicine Lake Road and Winnetka Ave. The project will include 55
townhome units and 187 market rate apartment units, along with underground parking and a
variety of amenities for residents. Currently the site contains a vacant industrial building, a car
wash, restaurant, and a multi-tenant building. In addition, the project will create additional flood
storage of 5.4 acre feet for the DeCola Ponds sub-watershed area to reduce flooding of streets,
businesses, and neighborhoods. The flood storage will be located at the intersection of Medicine
Lake Road and Rhode Island Avenue N and will consist of an open pond and underground vault.
Two cul-de-sacs will be constructed on Rhode Island Ave to provide access to adjacent properties.
Portions of the existing roadway will be removed and used for a trail and flood storage.
The parcels proposed for redevelopment were included in the Medicine Lake and Winnetka
Redevelopment Project Area by the HRA on July 14, 2015. The HRA and City Council established a
redevelopment TIF district in the area on September 1, 2015, to facilitate redevelopment and
make the construction of additional flood storage possible. Under the terms of this development
agreement, the HRA will incur debt to assist the developer and to fund construction of additional
flood storage. The new property taxes (e.g. the tax increment) generated by the development will
be used to repay debt. The HRA anticipates selling bonds and borrowing from internal funds to
fund the project and using TIF to reimburse the internal funds and pay off the bonds.
Development Agreement Summary
Highlights include:
1. Payment of$1 million to the developer for a flood storage easement, demolition, and
installation of utilities. Payment to occur within seven days of execution of the
agreement, including receipt in full amount of acceptable letters of credit. An internal
loan from the Storm Utility Fund with the HRA will finance the payment. The loan will be
paid back with TIF proceeds.
2. HRA/City to construct flood storage infrastructure with bond and internal loan proceeds.
This includes flood storage required to be constructed as a result of the development and
the additional flood storage.
3. The development agreement contains a minimum assessment agreement for each parcel
in the development to ensure a minimum tax value of the property sufficient to make
annual debt service payments. The assessment agreement is subject to the approval of
the County Assessor.
4. The developer will submit a letter of credit in the amount of$3.5 million sufficient to
cover the costs of public infrastructure and bond or debt issuance until the project is
completed. Additionally, the letter of credit required under the PUD Agreement will be
pledged to cover bond or debt issuance until the project is completed. It should be
noted that proceeds used from internal funds will not be fully secured by letters of credit.
At this time, the development agreement is substantially complete and agreed upon. However,
there are details requiring further finalization. A final draft of the development agreement will be
presented to the HRA prior to the December 15, 2015, meeting. If further modifications are
needed after approval, staff requests the HRA authorize its attorney and executive director to
make minor changes prior to the execution of the document, but not more than 10 business days
following approval. Any significant changes to the agreement would require the review and
approval of the HRA.
Attachments
• Resolution 15-07 approving the development agreement and interfund loan for the Liberty
Crossing project (45 pages)
Recommended Action
Staff recommends the HRA approve Resolution 15-07 approving the development agreement and
interfund loan for the Liberty Crossing project, and authorize the attorney and executive director
to make minor and technical changes to the development agreement not more than 10 business
days following approval.
Resolution 15-07 December 15, 2015
Commissioner introduced the following resolution and moved its adoption:
RESOLUTION RELATING TO THE LIBERTY CROSSING PROJECT
OF THE CITY AND APPROVING THE DEVELOPMENT AGREEMENT
AND INTERFUND LOAN THEREFORE
BE IT RESOLVED by the Board of Commissioners of the Housing and
Redevelopment Authority in and for the City of Golden Valley (the "HRA"), as follows:
1. Recitals.
(a) The HRA and the City of Golden Valley, Minnesota (the "City") adopted
the Redevelopment Plan for the Winnetka and Medicine Lake Road Project Area
(the "Plan"), together with the Tax Increment Financing Plan (the "TIF Plan") for Tax
Increment Financing District (Redevelopment), Winnetka Avenue North & Medicine
Lake Road No. 1 (the "District"); all pursuant to and in conformity with applicable law,
including Minnesota Statutes, Sections 469.174 to 469.1794, all inclusive, as
amended (the "Act").
(b) In accordance with the TIF Plan, the HRA proposes to undertake a
project with Liberty Crossing Investment Partners, LLC, a Minnesota limited liability
company (the "Developer"), consisting of a five-story apartment building with
approximately 187 apartments and approximately 55 townhomes, plus parking,
landscaping, utilities and certain other improvements (the "Development");
(c) The Developer proposes that the HRA enter into a Private
Development Agreement to construct the Development, attached hereto as Exhibit A
(the "Development Agreement").
(d) In connection with the Development, the City has authorized the loan
of up to $1,000,000 to the HRA from its Storm Utility Fund or other funds available or
so much thereof as may be paid as qualified costs (the "Interfund Loan").
2. Approval of Development Agreement. The Development Agreement is hereby
approved and the Chair and Director are hereby authorized to enter into the Development
Agreement by and among the HRA and the Developer.
3. Approval of Interfund Loan.
(a) The HRA approves the Interfund Loan. The City shall be reimbursed such
amount, together with interest at the rate stated below. Interest accrues on
the principal amount from the date of each loan. The maximum rate of interest
permitted to be charged is limited to the greater of the rates specified under
Resolution 15-07 - Continued December 15, 2015
Minnesota Statutes, Section 270C.40 or Section 549.09, as of the date the
loan is made, unless the written agreement states that the maximum interest
rate will fluctuate as the interest rates specified under Minnesota Statutes,
Section 270C.40 or Section 549.09, are from time to time adjusted. The
interest rate shall be 4% and will not fluctuate.
(b) Principal and interest ("Payments") on the Interfund Loan shall be paid semi-
annually in two (2) equal installments per year, each installment to be paid
within ten (10) business days of receipt by the City of property tax revenues
from Hennepin County (the "Payment Dates"), commencing on the first
Payment Date on which the City has Available Tax Increment (defined
below), or on any other dates determined by the City Finance Director,
through the date of last receipt of tax increment from the HRA pursuant to the
TIF Plan (the "maximum term").
(c) Payments on this Interfund Loan are payable solely from "Available Tax
Increment," which shall mean, on each Payment Date, tax increment
available after other obligations have been paid for the preceding six (6)
months with respect to the Development Property and remitted by Hennepin
County, all in accordance with Minnesota Statutes, Sections 469.174 to
469.1799, as amended. Payments on the Interfund Loan may be
subordinated to any outstanding or future bonds, notes or contracts secured
in whole or in part with Available Tax Increment, and are on parity with any
other outstanding or future interfund loans secured in whole or in part with
Available Tax Increment.
(d) The principal sum and all accrued interest payable under this Interfund Loan
are pre-payable in whole or in part at any time by the HRA without premium
or penalty. No partial prepayment shall affect the amount or timing of any
other regular payment otherwise required to be made under this Interfund
Loan.
(e) This Interfund Loan is evidence of a loan in accordance with Minnesota
Statutes, Section 469.178, subdivision 7, and is a limited obligation payable
solely from Available Tax Increment pledged to the payment hereof under this
resolution.
Steven T Schmidgall, Chair
ATTEST:
Resolution 15-07 - Continued December 15, 2015
Timothy J. Cruikshank, Executive Director
The motion for the adoption of the foregoing resolution was seconded by Commissioner
upon a vote being taken thereon, the following voted in favor thereof:
and the following voted against the same
whereupon said resolution was declared duly passed and adopted, signed by the Chair and
the signature attested by the Executive Director.
DRAFT 12/11/15
LIBERTY CROSSING
PRIVATE DEVELOPMENT AGREEMENT
THIS AGREEMENT, effective as of December , 2015, is made and entered
into by and between THE HOUSING AND REDEVELOPMENT AUTHORITY IN AND
FOR THE CITY OF GOLDEN VALLEY, a public body corporate established and
existing under Minnesota Statutes, Section 469.001 et seq., with its principal offices at
7800 Golden Valley Road, Golden Valley, Minnesota 55427 (the "HRA"), and LIBERTY
CROSSING INVESTMENT PARTNERS, LLC, a Minnesota limited liability company,
with its principal office at 5402 Parkdale Drive, #200, Minneapolis, Minnesota 55416
("Developer").
WHEREAS, the HRA and the City of Golden Valley adopted the Redevelopment
Plan for the Winnetka and Medicine Lake Road Project Area (the "Plan"), on July 14,
2015 and September 1, 2015, respectively, for the purpose of redeveloping
approximately ten acres located in the City of Golden Valley (the "Redevelopment
Area"); and
WHEREAS, the Plan is intended to encourage private development of the
Redevelopment Area; and
WHEREAS, the HRA and the City of Golden Valley adopted the Tax Increment
Financing (Redevelopment) Plan for Tax Increment Financing (Redevelopment) District
within Winnetka and Medicine Lake Road Redevelopment Project Area on September
1, 2015, for the purpose of financing redevelopment within the Redevelopment Area;
and
WHEREAS, Developer has acquired four parcels in the Redevelopment Area
legally described in attached Exhibit A, (the "Development Property"), and has
submitted to the HRA a proposal for construction on the Development Property of a five-
story apartment building with approximately 187 apartments and approximately 55
townhomes, plus parking, landscaping, utilities and certain other improvements (the
"Project"); and
WHEREAS, the HRA, after public hearing, has approved the Project as being
consistent with the provisions of the Plan; and
WHEREAS, the parties also intend that the City will construct an underground
flood storage vault, two flood storage ponds, and related flood mitigation improvements,
which are necessary for the Project (as further described in the P.U.D. Development
Agreement), and which will be financed through the sale of Tax Increment Bonds; and
NOW, THEREFORE, in consideration of the foregoing, and in consideration of
the mutual terms and conditions contained herein, the parties hereby agree as follows:
TABLE OF CONTENTS
Page
ARTICLE I Definitions 2
Section 1.1 Definitions 2
ARTICLE II Representations and Warranties 5
Section 2.1 Representations and Warranties by the HRA 5
Section 2.2 Representations and Warranties by Developer 6
ARTICLE III Title and Other Matters 7
Section 3.1 Planning Approvals 7
Section 3.2 Site and Public Improvements to be Constructed by
Developer 7
Section 3.3 Flood Mitigation Improvements to be Constructed by the City
7
Section 3.4 Payment of Taxes and Assessments 8
Section 3.5 Execution Date Deliveries 8
Section 3.6 Recording 8
Section 3.7 Payments by the HRA 8
Section 3.8 Use 8
Section 3.9 Condemnation 8
ARTICLE IV Construction of Improvements 9
Section 4.1 Construction of Improvements 9
Section 4.2 Commencement and Completion of Private Improvements9
Section 4.3 Certificate of Completion 9
Section 4.4 Deposit and Reimbursement of HRA Expenses 10
Section 4.5 Relocation Benefits 10
Section 4.6 Letter of Credit 10
ARTICLE V Insurance 11
Section 5.1 Insurance 11
ARTICLE VI Undertakings of the HRA 13
Section 6.1 Undertakings 13
Section 6.2 Limitations on Undertakings of the HRA 13
ARTICLE VII Mortgage Financing 14
Section 7.1 Approval of Mortgage 14
Section 7.2 Notice of Default; Copy to Mortgagee 15
Section 7.3 Mortgagee's Option to Cure Defaults 15
Section 7.4 HRA's Option to Cure Default on First Mortgage 16
Section 7.5 Subordinate Liens 16
ARTICLE VIII Restrictions on Transfer; Indemnification 17
Section-8.1 Restrictions on Transfer 17
Section 8.2 Indemnification 17
ARTICLE IX Events of Default 18
Section 9.1 Events of Default Defined 18
Section 9.2 Remedies on Default 18
Section 9.3 No Remedy Exclusive 19
Section 9.4 No Additional Waiver Implied by One Waiver 19
ARTICLE X Additional Provisions 19
Section 10.1 Equal Employment Opportunity 19
Section 10.2 Not for Speculation 19
Section 10.3 Titles of Articles and Sections 20
Section 10.4 Notices and Demands 20
Section 10.5 Counterparts 20
Section 10.6 Modification 21
Section 10.7 Interpretation and Amendment 21
Section 10.8 Severability 21
Section 10.9 Duration 21
Section 10.10 Binding Effect 21
Section 10.11 Consents 21
Section 10.12 Certificates 21
Section 10.13 No Additional Wavier Implied by One Waiver 21
ARTICLE XI Termination of Agreement by Developer 22
Section 11.1 Developer's Options to Terminate 22
Section 11.2 Effect of Termination 22
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Exhibits:
A Legal Description for Development Property
B Assessment Agreement
C Certificate of Completion
D Development Plans
E Easement Agreement
F Guaranty
G Development Agreement (Liberty Crossing P.U.D. #123)
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ARTICLE I
Definitions
Section 1.1 Definitions. In this Agreement, unless a different meaning clearly
appears from the context:
"Agreement" means this Liberty Crossing Private Development Agreement by
and between The Housing and Redevelopment Authority in and for the City of Golden
Valley, Minnesota, and Liberty Crossing Investment Partners, LLC, a Minnesota limited
liability company, as the same may be from time to time modified, amended or
supplemented.
"Apartment Building" means the separate building containing approximately 187
apartment units to be constructed by Developer on the Development Property.
"Assessment Agreement" means the Assessment Agreement attached as Exhibit
B, in which Developer shall agree to certain minimum assessed values for the
apartments. There shall also be a separate Assessment Agreement for each townhome
specifying a minimum assessed value of $105,182 on January 2, 2017, and $140,243
on January 2, 2018 and January 2 of each year thereafter through 2043. All of the
Assessment Agreements shall be executed by the Parties on the Execution Date.
"Certificate of Completion" means the certification for the Development Property,
in the form of the certificate contained in Exhibit C attached to and made a part of this
Agreement, provided to Developer pursuant to Section 4.3 of this Agreement upon
satisfactory completion of the Improvements. There shall be a separate Certificate of
Completion for each lot in the Development Property.
"City" means the City of Golden Valley, Minnesota.
"City Requirements" means the planning, zoning and permitting requirements
and approvals of the City applicable to the Development Property.
"County" means the County of Hennepin, Minnesota.
"Developer" means Liberty Crossing Investment Partners, LLC, a Minnesota
limited liability company, and its successors and assigns under this Agreement.
"Development Plans" means the plans, specifications, drawings, and related
documents on all construction work to be performed by Developer on the Development
Property, including all on-site improvements to be performed, installed or constructed
upon the Development Property pursuant to this Agreement. Such plans shall include,
at a minimum, for each building or other structure to be constructed on the Development
Property, at least the following: (i) site plan; (ii) floor plan for each floor; (iii) elevations
(all sides) and exterior materials; and (iv) landscape plan; and shall also include
adequate plans, drawings and specifications relating to all utilities, driveways, walks,
A-2
parking, and other improvements to be constructed upon the Development Property by
Developer. Such plans shall also include the plans, drawings and specifications for the
site improvements and public improvements to be constructed by Developer pursuant to
the P.U.D. Development Agreement, and the Flood Mitigation Improvements
Constructed by the City (as defined in the P.U.D. Development Agreement)pursuant to
the P.U.D. Development Agreement. The Development Plans shall comply with all
applicable City requirements and other applicable laws and regulations. The
Development Plans are attached as Exhibit D, and are hereby approved.
"Development Property" means the four parcels described on Exhibit A, to be
replatted into separate lots for the Apartment Building and each townhome as part of
the City P.U.D. approval process.
"Easement Agreement" means the agreement attached as Exhibit E, by which
Developer grants to the City, free and clear of all liens and encumbrances, the right to
construct and maintain a flood storage pond and flood storage vault on a portion of the
Development Property as described in the Easement Agreement.
"Execution Date" means the date upon which this Agreement has been executed
by both the HRA and Developer.
"Event of Default" means an action by Developer listed in Section 9.1 of this
Agreement.
"First Mortgage" means any first priority mortgage which is secured, in whole or
in part, by Developer's interest in the Development Property, or any portion or parcel
thereof, or any Improvements constructed thereon, and which is a permitted
encumbrance pursuant to the provisions of Article VII of this Agreement.
"Guarantors" means Todd L. Schachtman and Steven C. Schachtman.
"Guaranties" means the personal guaranties attached as Exhibit F, by which the
Guarantors personally guarantee the obligations of Developer under this Agreement.
"Holder" means the owner of the First Mortgage.
"HRA" means The Housing and Redevelopment Authority in and for the City of
Golden Valley.
"Improved Parcel" means the Development Property and the completed
Improvements hereon.
"Improvements" means: (a) a five-story apartment building with approximately
187 units, plus 221 underground parking spaces and 56 surface parking spaces, (b)
approximately 55 townhomes, with garages and surface parking; and (c) all other
improvements, including landscaping, utilities, fixtures and equipment, to be constructed
by Developer upon the Development Property pursuant to this Agreement and the
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P.U.D. Development Agreement, as such improvements are defined in the
Development Plans.
"Net Proceeds" means any proceeds paid by an insurer to Developer, the Holder
of the First Mortgage, or the HRA under a policy or policies of insurance to be provided
and maintained by Developer pursuant to Article V of this Agreement and remaining
after deducting all expenses (including reasonable fees and disbursements of counsel)
incurred in the collection of such proceeds.
"Parties" means the HRA and Developer.
"Party" means either the HRA or Developer.
"Plan" means the Redevelopment Plan for the Winnetka and Medicine Lake
Road Project Area, adopted by the HRA on July 14, 2015, and by the City on
September 1, 2015, and as amended through the date hereof.
"Project" means the construction and operation of the Improvements by
Developer on the Development Property pursuant to the terms of this Agreement.
"P.U.D. Development Agreement" means the Development Agreement (Liberty
Crossing P.U.D. No. 123), between Developer and the City and attached as Exhibit G.
"Redevelopment Area" means the approximately ten acres located in Golden
Valley, Minnesota that are subject to the Plan.
"State" means the State of Minnesota.
"Tax Increment Bonds" means the approximately $5,900,000 of tax increment
bonds to be sold by the HRA in connection with the Project.
"Tax Increment Financing Plan" means the Tax Increment Financing
(Redevelopment) Plan for Tax Increment Financing (Redevelopment) District within
Winnetka and Medicine Lake Road Redevelopment Project Area.
"Tax Increment Financing Act" means Minnesota Statutes, Sections 469.174
through 469.179, inclusive, as amended.
"Tax Official" means any City or County Assessor; County Auditor; County or
State Board of Equalization; the Commissioner of Revenue of the State; or any State or
Federal District Court, the Tax Court of the State or the State Supreme Court.
"Unavoidable Delays" means actual delays due to events directly affecting the
Project which are beyond the control of the Parties, including but not limited to actions
of governmental authorities other than the City or the HRA, labor disputes, shortages of
materials, litigation commenced by third parties, unusually severe or prolonged bad
weather, acts of God, civil disturbances, accidents, fire or other casualty, injunctions, or
other court or administrative orders, or delays in the issuance of governmental licenses
4
or permits provided Developer has timely applied for and diligently pursued such
licenses and permits.
ARTICLE II
Representations and Warranties
Section 2.1 Representations and Warranties by the HRA. The HRA represents
and warrants that:
(a) The HRA has the power to enter into this Agreement and
carry out its obligations hereunder and has duly authorized the
execution, delivery and performance of this Agreement by proper
action, such that this Agreement is and shall remain binding and
enforceable against the HRA according to its terms.
(b)The Redevelopment Area constitutes a Redevelopment
Project pursuant to Minnesota Statutes, Section 469.002, and the Tax
Increment District constitutes a Redevelopment District pursuant to
Minnesota Statutes, Section 469.174.
(c) Neither the execution and delivery of this Agreement, the
consummation of the transactions contemplated hereby, nor the
fulfillment of or compliance with the terms and conditions of this
Agreement is prevented or limited by, or in conflict with or will result in a
breach of, the terms, conditions or provisions of any indenture,
mortgage, agreement or instrument of whatever nature to which the
HRA is now a party or by which it is bound, or will constitute a default
under any of the foregoing.
(d)There are no legal proceedings pending, or known to be
threatened or contemplated, to which the HRA is a party, or to which
any property of the HRA is subject, which, if determined adversely,
would individually or in the aggregate have a material adverse effect on
the HRA's financial position, or prevent or impair the HRA's ability to
perform any covenants or obligations under this Agreement.
(e)The HRA will not modify or otherwise amend the Plan in any
manner that materially impacts the rights of Developer under this
Agreement without Developer's prior written consent, which will not be
unreasonably withheld or delayed.
(f) The HRA has examined this Agreement, and has determined
that its terms and provisions are in accordance with the objectives
embodied in the Plan, and are in the best interests of the City and its
residents, including but not limited to the construction and completion of
the Flood Mitigation Improvements Constructed by the City pursuant to
the P.U.D. Development Agreement and issuance of the Tax Increment
5
Bonds. City shall construct, operate and maintain the Flood Mitigation
Improvements Constructed by the City in accordance with the terms of
this Agreement, the P.U.D Development Agreement and all applicable
local, state and federal laws and regulations
(g) The Project, as defined and described in this Agreement, is in
conformance with the Plan.
The above representations and warranties are true and complete as of the date hereof,
shall be true and complete as of the Execution Date, and shall survive the Execution
Date. However, none of the representations and warranties in this Section 2.1 shall be
construed to obligate the City or City Council members to support or vote in favor of the
approvals necessary for the Project nor shall such representations and warranties be
construed to impinge on their due process obligations or the due process rights of the
public.
Section 2.2 Representations and Warranties by Developer. Developer
represents and warrants that:
(a) Developer is a Minnesota limited liability company duly organized
and in good standing under the laws of Minnesota.
(b) Developer is not in violation of any provisions in its organizational
documents, has power to enter into this Agreement and to perform its obligations
hereunder, and has duly authorized the execution, delivery and performance of
this Agreement by proper action, such that this Agreement is and shall remain
binding and enforceable against Developer according to its terms.
(c) Neither the execution and delivery of this Agreement, the
consummation of the transactions contemplated hereby, nor the fulfillment of or
compliance with the terms and conditions of this Agreement, is prevented or
limited by, or in conflict with or will result in a breach of, the terms, conditions or
provisions of Developer's organizational documents, or any indenture, mortgage,
agreement or instrument of whatever nature to which Developer is now a party or
by which it is bound, or will constitute a default under any of the foregoing.
(d) There are no legal proceedings pending, or known to be threatened
or contemplated, to which Developer is a party, or to which any property of
Developer is subject, which, if determined adversely, would individually or in the
aggregate have a material adverse effect on Developer's financial position, or
prevent or impair Developer's ability to perform any covenants or obligations
under this Agreement.
(e) Developer has previously delivered to the HRA's representatives
copies of its most recent unaudited balance sheet. Such financial statements are
materially true and complete, and there have been no material adverse changes
in Developer's financial condition since the date of such statements.
6
(f) Developer has acquired fee title to all of the four parcels in the
Development Property.
(g) Developer has the financial ability to perform its obligations under
this Agreement.
(h) Developer shall act in good faith and use its commercially
reasonable efforts to obtain all consents and approvals required for construction
of the Improvements, and Developer shall comply with all reasonable
requirements imposed as conditions for such consents and approvals even if
such requirements involve changes to the Development Plans (so long as such
changes are not substantial).
(i) Developer shall construct, operate and maintain the Improvements
upon the Development Property in accordance with the terms of this Agreement,
the Plan and all applicable local, state and federal laws and regulations.
The above representations and warranties are true and complete as of the date hereof,
shall be true and complete as of the Execution Date, and shall survive the Execution
Date.
ARTICLE III
Title and Other Matters
Section 3.1 Planning Approvals. Developer shall use commercially reasonable
efforts to obtain all necessary approvals from the City for the Project, including final
P.U.D. approval and final plat approval, as soon as practicable. Developer will comply
with all reasonable requirements imposed as conditions for such consents and
approvals even if such requirements involve changes to the Development Plans (so
long as such changes are not substantial).
Section 3.2 Site and Public Improvements to be Constructed by Developer. In
addition to the structures planned in connection with the Project, Developer is
responsible for constructing the site improvements and public improvements described
in Sections 5 and 6 of the P.U.D. Development Agreement. Developer hereby
guarantees payment to the City or HRA, as the case may be, for all such improvements
undertaken by either public body.
Section 3.3 Flood Mitigation Improvements to be Constructed by the City. The
City will construct the Flood Mitigation Improvements Constructed by the City described
in Section 7 of the P.U.D. Development Agreement using the proceeds from the Tax
Increment Bonds. The City will commence construction of the Flood Mitigation
Improvements Constructed by the City by June 1, 2016 and shall diligently prosecute
construction of the Flood Mitigation Improvements Constructed by the City to
completion no later than October 1, 2016. The times provided herein for
commencement and completion of construction shall also be extended as needed
because of any Unavoidable Delays. City acknowledges and agrees that the City will
construct and complete the Flood Mitigation Improvements Constructed by the City in
accordance with agreed upon plans and specifications and will not interfere with the
Improvements.
The City may fund other public improvements, other than the Flood Mitigation
Improvements Constructed by the City , under Minn. Stat. Ch. 429 as a special
assessment project when appropriate in the sole discretion of the City. Costs and
allocation to benefiting property owners shall be determined by the City. Developer's
assessment shall be not more $500,000. Developer agrees that such amount may be
increased due to requests made by Developer or if approved by Developer in a
subsequent written document. Developer hereby waives its rights to a public hearing
and/or appeal relating to assessments determined to benefit the Development Property.
It is currently estimated that the Flood Mitigation Improvements Constructed by the City
will have $1,225,000 of private benefit for the Development Property.
Section 3.4 Payment of Taxes and Assessments. Developer agrees to pay,
when due, all approved assessments and all real estate taxes payable with respect to
the Development Property through December 31, 2043.
Section 3.5 Execution Date Deliveries. On the Execution Date, Developer shall
execute and deliver to the HRA the Assessment Agreements and the Easement
Agreement. Developer shall also deliver to the HRA the two executed Guaranties and
the Letter of Credit referred to in Section 4.6. The HRA shall counter-sign the
Assessment Agreements and the Easement.
Section 3.6 Recording. Developer shall promptly record as soon as possible
this Agreement, the Easement Agreement and the Assessment Agreements in the
office of the Hennepin County Registrar of Titles, prior to any First Mortgage or other
mortgage granted by Developer on the Development Property. Developer shall pay all
costs of recording.
Section 3.7 Payments by the HRA. The HRA shall pay Developer the sum of
$1,000,000 within seven days after the Execution Date, such payment to be in
consideration for the Easement and to defray Developer's costs for demolition and
construction of utilities.
Section 3.8 Use. Developer shall (a) operate and maintain the Improvements
upon the Development Property in accordance with the terms of this Agreement and all
applicable local, state and federal laws and regulations, (b) devote the Improved Parcel
only to the uses permitted under Agreement, or such other uses as may be agreed to by
the City and the HRA, and (c) not unlawfully discriminate in the use of the Development
Property on account of race, color, religion, sex, age, national origin, or political
affiliation.
Section 3.9 Condemnation. In the event that title to and possession of the
building Improvements or any material part thereof shall be taken in condemnation or by
the exercise of the power of eminent domain by any governmental body or other person
(except the HRA) after the Execution Date, Developer shall, with reasonable
8
promptness after such taking, notify the HRA as to the nature and extent of such taking.
Upon receipt of any condemnation award, subject to the rights of the Holder of a First
Mortgage, Developer shall use the entire condemnation award first to pay the
reasonable costs and expenses of such taking, including but not limited to reasonable
attorneys' fees and appraisers' fees, and second to reconstruct the building
Improvements to the extent practicable (or, in the event only a part of the building
Improvements have been taken, then to reconstruct such part) upon the Development
Property.
ARTICLE IV
Approval of Development Plans and Construction of Improvements
Section 4.1 Changes to Development Plans. If Developer desires to make any
material change in the Development Plans after their approval by the HRA, Developer
shall submit the proposed change to the HRA for its approval, which approval may be
granted by the HRA in its sole discretion.
Section 4.2 Commencement and Completion of Improvements. Developer
shall commence construction of the Improvements by March 1, 2016, and shall
diligently prosecute construction of the Improvements to completion. Developer shall
complete construction of 100 percent of the apartment building Improvements on or
before July 31, 2017, and 100 percent of the townhomes Improvements on or before
March 31, 2017. The times provided herein for commencement and completion of
construction shall also be extended as needed because of any Unavoidable Delays.
Subsequent to execution of this Agreement, and until issuance of the final
Certificate of Completion pursuant to Section 4.3, Developer shall make reports to the
HRA, in such detail and at such times as may reasonably be requested by the HRA, but
not more often than monthly, as to the actual progress of Developer with respect to
construction of the Improvements. Developer also agrees that designated
representatives of the HRA may enter upon the Development Property during the
construction of the Improvements to inspect such construction upon reasonable
advance notice, provided they do not interfere with construction of the Improvements.
The Holder of a Mortgage shall not have any obligation to construct or complete
construction of the Improvements while in possession of the Development Property
pursuant to foreclosure, or conveyance by Developer to the Holder of the Mortgage in
lieu of foreclosure, except as provided in Section 7.3
Section 4.3 Certificates of Completion.
(a) Promptly after the City's issuance of a Certificate of Occupancy for
all of the Improvements for the Apartment Building and each
townhome, the HRA will furnish Developer with a Certificate of
Completion for the applicable lot, in substantially the form set forth
in Exhibit C attached hereto. The Certificate of Completion shall be
(and it shall be so provided in the Certificate of Completion itself) a
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conclusive determination of satisfaction and termination of the
agreements and covenants in this Agreement with respect to the
obligations of Developer. The Certificate of Completion shall be in
recordable form.
(b) The HRA shall use commercially reasonable efforts to provide each
Certificate of Completion as soon as practicable and the HRA agrees that it will
not unreasonably withhold, delay, or condition issuance of a Certificate of
Completion. The HRA may refuse to provide a Certificate of Completion only in
the event that Developer is in default of a material provision of this Agreement or
if the City has not issued a Certificate of Occupancy for the applicable lot. If the
HRA shall refuse or fail to provide a Certificate of Completion in accordance with
the provisions of this Section, the HRA shall, within ten (10) days after written
request by Developer, provide Developer with a written statement, indicating in
adequate detail in what respects Developer has failed to complete the
Improvements in accordance with the provisions of this Agreement, or is
otherwise in default under the terms of this Agreement, and what measures or
acts will be necessary, in the opinion of the HRA, for Developer to take or
perform in order to obtain such Certificate of Completion.
Section 4.4 Deposit and Reimbursement of HRA Expenses. Pursuant to that
certain Reimbursement Agreement between the HRA and Developer dated October 14,
2015, Developer has previously deposited $10,000, with the HRA for the reimbursement
of certain out-of-pocket expenses incurred by the HRA in connection with the Project
(the "Deposit"). The Reimbursement Agreement shall continue in full force and effect in
accordance with its terms.
Section 4.5 Relocation Benefits. The Parties currently expect that no relocation
benefits shall be payable in connection with the Project. Any relocation benefits which
become payable shall be paid by Developer.
Section 4.6 Letter of Credit. On the Execution Date, Developer shall deliver to
the HRA, at Developer's sole cost and expense, an irrevocable letter of credit in the
amount of $3,500,000, in a form and issued by a bank previously approved by the HRA,
which shall secure all of Developer's construction obligations under this Agreement until
the Improvements have been completed and to be held and released in accordance
with this Section 4.6. Any letter of credit provided under this Section shall provide for
expiration in not less than one year. At least 30 days prior to the expiration of any letter
of credit provided under this Section, Developer shall provide the HRA with a
replacement letter of credit which shall extend at least one year beyond the expiration
date of the letter of credit then in effect or, if earlier, until a date which is 60 days beyond
the contractor's written estimated date for completion of the shell of the Improvements,
or Developer shall be in default hereunder with no opportunity to cure and the HRA may
immediately draw upon the letter of credit then in effect. Any letter of credit delivered
under this Section shall guarantee completion of the Improvements by Developer in
accordance with the Development Plans, and in accordance with Section 4.2.
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The amount of the letter of credit may be reduced three (3) times during
construction of the Improvements by a percentage of the original amount equal to the
percentage by which the Improvements have been completed (based upon a total value
of $ ) upon Developer's delivery to the HRA of a certified
statement by the contractor stating the percentage completed together with an updated
title insurance commitment showing no liens or encumbrances against the Development
Property other than those permitted herein. The letter of credit shall be fully released
upon completion of the construction of the Improvements.
ARTICLE V
Insurance
Section 5.1 Insurance.
a) Developer shall provide and maintain, or cause to be maintained by its
contractor, at all times during the process of constructing the Improvements, at
the sole cost and expense of Developer and/or its contractor, and from time to
time at the request of the HRA, furnish the HRA with proof of payment of
premiums on:
(1) Builder's risk insurance, written on the so-called "Builder's Risk
Completed Value Basis," in an amount equal to one hundred percent
(100%) of the insurable value or one hundred percent (100%) of the full
replacement cost of the Improvements at the date of completion, with a
deductible amount of not more than $25,000, and with coverage available
in non-reporting form on the so-called "all risk" form of policy;
(2) Comprehensive general liability insurance (including
operations, contingent liability, operations of subcontractors, completed
operations and contractual liability insurance) together with an Owner's
and Contractor's Protective Policy with limits against bodily injury and
property damage of not less than $2,000,000 for each occurrence (to
accomplish the above-required limits, an umbrella excess liability policy
may be used). The interest of the HRA shall be protected in accordance
with a clause in form and content reasonably satisfactory to the HRA; and
(3) Worker's compensation insurance, with statutory coverage.
The policies of insurance required pursuant to clauses (i) and (ii) above
shall be placed with financially sound and reputable insurers licensed to transact
business in the State. The policy of insurance required pursuant to clause (i)
above shall contain an agreement of the insurer to give not less than 30 days'
advance written notice to the HRA and Developer in the event of cancellation of
such policy or change affecting the coverage thereunder.
b) Upon completion of construction of the Improvements and prior to
December 31, 2043, or when this Agreement has been terminated, if earlier,
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Developer shall maintain, or cause to be maintained, at its sole cost and expense,
and from time to time at the request of the HRA shall furnish proof of the payment
of premiums on insurance as follows:
(1) Insurance against loss and/or damage to the Improvements
under a policy or policies covering such risks as are ordinarily insured
against by similar businesses, including (without limiting the generality of
the foregoing) fire, extended coverage, vandalism and malicious mischief,
explosion, water damage, demolition cost, debris removal, and collapse in
an amount not less than 90 percent of the full replacement cost of the
Improvements, but any such policy may have a deductible amount of not
more than $25,000. No policy of insurance shall be written so that the
proceeds thereof will produce less than the minimum coverage required
by the preceding sentence, by reason of co-insurance provisions or
otherwise, without the prior consent thereto in writing by the HRA. The
term "full insurable replacement value" shall mean the actual replacement
cost of the Improvements (excluding foundation and excavation costs and
other uninsurable items) and equipment.
(2) Comprehensive general public liability insurance, including
personal injury liability for injuries to persons and/or property, including
any injuries resulting from the operation of automobiles or other motorized
vehicles on or about the Development Property, in the minimum amount
for each occurrence of$2,000,000.
(3) Worker's compensation insurance with statutory coverage.
c) All insurance required in this Article V shall be taken out and
maintained in responsible insurance companies selected by Developer which are
authorized under the laws of the State to assume the risks covered thereby. At
the first time that any insurance is required to be in effect hereunder, Developer
will deposit with the HRA a certificate or certificates or binders of the respective
insurers evidencing that such insurance is in force and effect. Unless otherwise
provided in this Article V, each policy shall contain a provision that the insurer
shall not cancel or modify it without giving written notice to Developer and the
HRA at least 30 days before the cancellation or modification which reduces
coverage becomes effective. Upon the HRA's request, Developer shall furnish
the HRA evidence reasonably satisfactory to the HRA that any policy required
hereunder is in effect. In lieu of separate policies, Developer may maintain a
single policy, or blanket or umbrella policies, or a combination thereof, which
provide the total coverage required herein, in which event Developer shall deposit
with the HRA a certificate or certificates of the respective insurers as to the
amount of coverage in force upon the Improvements.
d) In the event the Improvements or any portion thereof is destroyed
by fire or other casualty, then Developer shall within 60 days after such damage
or destruction, or as soon thereafter as is reasonably possible, commence to
repair, reconstruct and restore the damaged Improvements to substantially the
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same or improved condition or utility value as they existed prior to the event
causing such damage or destruction and, to the extent necessary to accomplish
such repair, reconstruction and restoration, Developer shall, subject to the rights
of the Holder of a Mortgage, apply the Net Proceeds of any insurance relating to
such damage or destruction to the payment or reimbursement of the costs
thereof. Developer shall complete the repair and reconstruction of the
Improvements, whether or not the Net Proceeds of insurance received by
Developer for such purposes are sufficient to pay for the same. Any Net
Proceeds remaining after completion of construction shall be disbursed to
Developer, subject to the rights of the Holder of the Mortgage. The HRA agrees
to subordinate its rights under this paragraph to the Holder of a Mortgage, but only
to the extent of amounts owing to the Holder under the Mortgage.
ARTICLE VI
Undertakings of the HRA
Section 6.1 Undertakings. As consideration for the construction of the
Improvements by Developer on the Development Property, the HRA agrees to
complete, subject to the provisions of Section 6.2 below, the following actions:
(a) Use reasonable efforts with the City so that the Improvements
shall be approved as a P.U.D. by the City;
(b) Use reasonable efforts to complete the issuance of the Tax
Increment Bonds;
(c) Use reasonable efforts so the City completes the Flood Mitigation
Improvements Constructed by the City described in Section 7 of the P.U.D.
Development Agreement in accordance with the time periods as set forth in this
Agreement; and
(d) Any other actions required pursuant to an express provision of this
Agreement.
Section 6.2 Limitations on Undertakings of the HRA. The provisions of Section
6.1 of this Agreement notwithstanding, the HRA shall have no obligation to Developer
under this Agreement to take any action provided for in this Agreement except upon
existence of the following conditions:
(a) Developer has satisfied all conditions precedent under this
Agreement;
(b) No Event of Default has occurred and is then continuing beyond
the cure period provided in Section 9.2;
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(c) The HRA and Developer have received all necessary approvals
from the City and other authorities to implement this Agreement and to permit
Developer to construct, use and maintain the Improvements as contemplated by
this Agreement; and
(d) The HRA is not the subject of any involuntary court or
administrative proceeding seeking to enjoin or otherwise prevent the HRA from
taking any action under this Agreement.
In the event any of the above conditions are not met then, in that event, the HRA
shall provide Developer with a reasonable opportunity to cure or meet such conditions
and upon said cure the HRA shall be obligated to fully perform under this Agreement.
ARTICLE VII
Mortgage Financing
Section 7.1 Approval of Mortgage. Any First Mortgage on the Development
Property prior to issuance of all of the Certificates of Completion shall require the prior
written approval of the HRA's Director, which approval shall not be unreasonably
withheld, delayed or conditioned. Developer may rely upon any approval granted
hereunder by the HRA's Director without additional action by the HRA. Approval shall
not be unreasonably withheld or delayed, and shall be given if:
(a) the HRA's Director first receives a copy of all mortgage documents;
and
(b) the HRA's Director determines that the terms of the First Mortgage
conform and are subject to the terms of this Agreement, except to
the extent the HRA agrees to subordinate its interest to the terms of
the First Mortgage.
The Holder of the First Mortgage (or any nominee or agent controlled by the Holder)
shall not be obligated to undertake or continue construction or completion of the
Improvements while in possession of the Development Property pursuant to the
foreclosure, or conveyance by Developer to the Holder in lieu of foreclosure, except
upon express assumption of such obligation as provided in Section 7.3, provided that
nothing in this Section or in any other section of this Agreement shall be deemed or
construed to permit any Holder to devote the Development Property or any portion
thereof to any use, or to construct any improvement, other than those uses or
improvements permitted by this Agreement. Further, any party who obtains any interest
in all or any portion of the Development Property from or through any Holder, except for
any nominee or agent controlled by the Holder, whether through foreclosure sale or
otherwise, shall be strictly subject to the terms and conditions of this Agreement, as
such as binding on Developer, and such party shall not be entitled to any additional
rights or privileges granted a Holder hereunder.
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Section 7.2. Notice of Default; Copy to Mortgagee. Whenever the HRA shall
deliver any notice or demand to Developer with respect to any material breach or
default by Developer in its obligations or covenants under this Agreement, the HRA
shall at the same time forward a copy of such notice or demand to each known Holder
of any First Mortgage at the last address of such Holder shown in the records of the
HRA.
Section 7.3. Mortgagee's Option to Cure Defaults. After any breach or default
referred to in Section 7.2 hereof, each such Holder shall (insofar as the rights of the
HRA are concerned and subject to any rights of the Mortgagor under such Mortgage)
have the right, at its option, for a period of 90 days after notice of such default pursuant
to Section 7.2 hereof, to cure or remedy such breach or default and to add the cost
thereof to the Mortgage debt and the lien of its Mortgage. If a default is not susceptible
of cure within such 90-day period, the Holder shall have such period of time as is
necessary to cure such default provided the Holder promptly commences the cure and
thereafter proceeds to cure such default as soon as reasonably possible and provided
such failure to cure within 90 days does not jeopardize the purposes of the Agreement
or the Plan. However, if the breach or default is with respect to construction of the
Improvements, nothing contained in this Section or any other Section of this Agreement
shall be deemed to permit or authorize such Holder, either before or after foreclosure or
action in lieu thereof, to undertake or continue the construction or completion of the
Improvements (beyond the extent necessary to conserve or protect Improvements or
construction already made) for more than 90 days after the Holder has received notice
of such default pursuant to Section 7.2 hereof, without first having expressly assumed
the obligation to the HRA, by written agreement reasonably satisfactory to the HRA, to
complete, in the manner provided in this Agreement and in conformance with the
Development Plans, the Improvements. If the Holder enters into an agreement
assuming the obligations of Developer under the Agreement, such agreement shall
provide that all obligations of the Holder thereunder shall terminate at such time as the
Holder assigns the Agreement in accordance with the provisions of Section 8.1 of the
Agreement or in accordance with the following paragraph. Any Holder who shall
properly complete the Improvements shall be entitled, upon written request made to the
HRA, to a certification by the HRA to such effect in the manner provided in Section 4.3
of this Agreement.
In addition to the assignments permitted pursuant to Section 8.1 of the
Agreement, if the Holder of a First Mortgage acquires the interest of Developer under
the terms of the Agreement, the Holder shall be permitted to assign its interest in the
Agreement with the consent of HRA, which consent shall not be unreasonably withheld
or delayed. In exercising its judgment as to whether or not to grant such consent, the
HRA shall take into account only the financial condition and experience of the proposed
assignee and its capacity to perform the obligations remaining to be performed under
the Agreement at the time of such assignment. In addition, the Holder may assign its
interest at any time without the consent of the HRA to a person with a verifiable net
worth in excess of $5,000,000. Any such assignee shall agree in writing with the HRA,
for itself and its successors and assigns, to be bound by the terms and conditions of the
Agreement, the Assessment Agreements, and the Plan, and not to transfer, mortgage
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or otherwise convey any portion of the Development Property except as permitted in the
Agreement.
Section 7.4. HRA's Option to Cure Default on First Mortgag . Any First
Mortgage executed by Developer with respect to the Development Property, or any
improvements thereon, shall provide that, in the event that Developer is in default
thereunder, the mortgagee, within ten (10) days after it has declared or given notice to
Developer of a default, shall notify the HRA in writing of:
(a) the fact of the default;
(b) the elements of the default; and
(c) the actions required to cure the default.
The HRA shall have the right to cure any such default which occurs prior to
issuance of all of the Certificates of Completion. The HRA shall have a period of 45
days after notice from a Holder to any such default, cure, provided that the HRA gives
Developer advance written notice of its intent to cure. In the event of such cure prior to
issuance of the Certificates of Completion, the HRA shall thereupon be entitled, in
addition to and without limitation upon any other rights or remedies to which it may be
entitled, to reimbursement from Developer or any successor or assignee of any
reasonable costs and expenses incurred by the HRA in curing such default. Interest
shall accrue on any amounts due the HRA under this paragraph at the reference rate of
interest then in effect at U.S. Bank Minneapolis, N.A. until such amounts are paid, and
such amounts shall result in the creation of a lien on the Development Property in favor
of the HRA, subordinate to the lien of any First Mortgage.
Section 7.5 Subordinate Liens. Until all of the Certificates of Completion have
been issued, Developer agrees that it will not create, incur, assume or suffer any
security interest, mortgage, pledge, lien, charge, or encumbrance upon the
Development Property except for a First Mortgage permitted under this Article.
Developer may, at its own expense, in its own name and in good faith, contest any
involuntary lien, charge or encumbrance and not be in default hereunder provided
Developer first posts a bond or provides other security to the HRA or to the Holder, or to
an agent of the Holder, including, without limitation, a title insurance company, which
the HRA reasonably determines is adequate to protect the interest of the HRA.
Developer also agrees that this Agreement and the Assessment Agreements will
be recorded before any First Mortgage or other mortgage granted by Developer against
the Development Property, and that any First Mortgage or other mortgage granted by
Developer against the Development Property prior to recording this Agreement and the
Assessment Agreements shall be released prior to recording this Agreement and the
Assessment Agreements.
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ARTICLE VIII
Restrictions on Transfer; Indemnification
Section 8.1 Restrictions on Transfer. Until the Certificates of Completion have
been issued by the HRA, this Agreement and Developer's interest in the Development
Property may not be sold, transferred or assigned by Developer without the prior written
consent of the HRA, which consent may be granted or withheld by the HRA in its sole
discretion.
After all of the Certificates of Completion have been issued by the HRA, but prior
to December 31, 2043, this Agreement and Developer's interest in the Housing Property
(or any part thereof) may be sold, transferred or assigned by Developer, provided that
the purchaser, as of the date of such transfer, is reasonably determined by the HRA to
be of sufficient financial condition to perform fully under this Agreement, and the
purchaser first agrees in writing with the HRA to be bound by the terms and conditions
of this Agreement, and not to sell, transfer, mortgage or otherwise assign any portion of
the Housing Property except as permitted herein. In that event, Developer shall be
released from any obligation or liability hereunder to the extent of the interest purchased
and the guarantor shall be released from his or its guaranty. After the Certificates of
Completion have been issued by the HRA, but prior to December 31, 2043, this
Agreement and Developer's interest in the Housing Property (or any part thereof) may
be sold, transferred or conveyed by Developer free of the foregoing conditions, but, in
such event, Developer shall remain primarily liable for performance of the terms and
conditions of this Agreement for the remainder of its term.
The Parties agree that the terms and conditions hereof run with the land and,
unless and until terminated by the terms of this Agreement, shall be binding upon their
successors and assigns.
Upon completion of each townhome, Developer may sell the townhome and the
purchaser shall take the townhome free of the obligations under this Agreement except
for the Assessment Agreement, provided that no Event of Default by Developer has
occurred and is then continuing.
Section 8.2 Indemnification. Developer hereby agrees to indemnify, defend
and hold harmless the HRA, and its officials, officers, employees and agents, against
any and all claims, demands, lawsuits, judgments, damages, penalties, costs and
expenses, including reasonable attorneys' fees, arising out of any wrongful actions or
omissions by Developer, its employees and agents, in connection with the Project,
except to the extent of any bad faith, gross negligence or intentional misconduct by the
HRA or other person seeking indemnification. This provision shall continue after the
termination of this Agreement.
The HRA shall give Developer prompt written notice of any matter which could
result in a claim for indemnification under this Section, and cooperate with Developer in
defense of any such claim.
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ARTICLE IX
Events of Default
Section 9.1 Events of Default Defined. The following shall be "Events of
Default" under this Agreement and the term "Event of Default" shall mean, whenever it
is used in this Agreement, any one or more of the following events subject to the
applicable cure periods as set forth below in Section 9.2:
(a) Until December 31, 2043, failure by Developer to observe or
perform any material covenant, condition, obligation or agreement on its part to
be observed or performed under this Agreement.
(b) Until December 31, 2043, failure by Developer to timely pay all real
property taxes, assessments or other charges assessed with respect to the
Development Property.
(c) Subject to Unavoidable Delays, and extensions agreed to by the
Parties, failure by Developer to commence and complete construction of the
Improvements pursuant to the terms, conditions and limitations of Article IV of
this Agreement.
(d) Until all of the Certificates of Completion have been issued, filing
by Developer in any court, pursuant to any federal or State statute, of a petition in
bankruptcy or insolvency, or for reorganization, or for the appointment of a
receiver or trustee of all or a portion of Developer's property, or an assignment by
Developer for the benefit of creditors.
(e) Until all of the Certificates of Completion have been issued, filing
against Developer in any court, pursuant to any federal or State statute, of a
petition in bankruptcy or insolvency, or for reorganization, or for appointment of a
receiver or trustee of all or a portion of Developer's properties, if such proceeding
is not dismissed within 90 days after commencement thereof.
(f) Until all of the Certificates of Completion have been issued,
commencement by the Holder of any First Mortgage of foreclosure in the event of
a default in any of the terms or conditions of the First Mortgage following the
expiration of any applicable cure periods in the First Mortgage.
(g) Until all of the Certificates of Completion have been issued, any
merger, consolidation, liquidation, reorganization or transfer of all or substantially
all of Developer's assets, or transfer of a controlling interest in Developer (except
for a transfer a controlling interest in Developer to the Excelsior Group or affiliate
thereto), except for a merger in which Developer is the surviving entity.
Section 9.2 Remedies on Default. Whenever any Event of Default occurs, the
HRA, subject to any rights of the Holder of a First Mortgage which has been approved
by the HRA pursuant to Section 7.1 of this Agreement, may take any one or more of the
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following actions (but only if the HRA is not then in default and only after 60 days'
written notice to Developer which sets forth the nature of the default to Developer in the
case of an Event of Default under Section 9.1(a), (b), or (c), and then only if such an
Event of Default has not been cured within said 60 days or, if such an Event of Default
cannot be cured within 60 days, Developer does not provide assurances to the HRA
reasonably satisfactory to the HRA that such an Event of Default will be cured as soon
as reasonably possible and that it will not jeopardize the purposes of this Agreement
and of the Plan):
(a) The HRA may terminate this Agreement or suspend its
performance under this Agreement until it receives assurances from Developer,
deemed adequate by the HRA, that Developer will cure its default and continue
its performance under this Agreement.
(b) The HRA may initiate such action, including legal or administrative
action, as is necessary for the HRA to secure performance of any provision of
this Agreement or recover any amounts due under this Agreement from
Developer or under any letter of credit or other security provided by Developer.
(c) Sue for damages, including delinquent taxes levied against the
Development Property, provided that any damages shall be reduced to the extent
of any amount recovered by the HRA under any security provided by Developer.
Section 9.3 No Remedy Exclusive. No remedy herein conferred upon or
reserved to the HRA is intended to be exclusive of any other available remedy or
remedies, but each and every such remedy shall be cumulative and shall be in addition
to every other remedy given under this Agreement or now or hereafter existing at law or
in equity or by statute. No delay or omission to exercise any right or power accruing
upon any default shall impair any such right or power or shall be construed to be a
waiver thereof, but any such right and power may be exercised from time to time and as
often as may be deemed expedient.
Section 9.4 No Additional Waiver Implied by One Waiver. In the event any
agreement contained in this Agreement should be breached by any Party and thereafter
waived by any other Party, such waiver shall be limited to the particular breach so
waived and shall not be deemed to waive any other concurrent, previous or subsequent
breach hereunder.
ARTICLE X
Additional Provisions
Section 10.1 Equal Employment Opportunity. Developer agrees that during the
construction of the Project neither it nor any of the contractors will unlawfully
discriminate against any employee or applicant for employment because of race, color,
religion, sex, age, national origin, or political affiliation.
Section 10.2 Not for Speculation. Developer's purchase of the Development
Property, and its undertakings pursuant to this Agreement, are and will be used for the
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sole and express purpose of redevelopment of the Development Property and not for
speculation in land holdings.
Section 10.3 Titles of Articles and Sections. Any titles of the several parts,
Articles and Sections of this Agreement are inserted for convenience of reference only
and shall be disregarded in construing or interpreting any of its provisions.
Section 10.4 Notices and Demands. Except as otherwise expressly provided in
this Agreement, a notice, demand or other communication under the Agreement by
either party to the other shall be sufficiently given or delivered if it is in writing
dispatched by registered or certified mail, postage prepaid, return receipt requested, or
delivered personally; and,
(a) in the case of Developer, is addressed to or delivered personally to
Developer at:
Liberty Crossing Investment Partners, LLC
5402 Parkdale Drive, #200
Minneapolis, Minnesota 55416
with copies to:
Drew M. Zamansky
Zamansky Professional Association
3901 IDS Tower
80 South 8th Street
Minneapolis, MN 55402
(b) in the case of the HRA, is addressed to or delivered personally to
the HRA to Housing and Redevelopment Authority In and For the City of Golden
Valley:
7800 Golden Valley Road
Golden Valley, Minnesota 55427
Attention: Director
with copies to:
Allen D. Barnard
Best & Flanagan LLP
225 South Sixth Street, Suite 4000
Minneapolis, Minnesota 55402-4690
or at such other address with respect to either such Party as that Party may, from time
to time, designate in writing and forward to the other as provided in this Section.
Section 10.5 Counterparts. This Agreement may be executed in any number of
counterparts, each of which shall constitute one and the same instrument.
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Section 10.6 Modification. If the HRA is requested by the Holder of a First
Mortgage or by a prospective Holder of a prospective First Mortgage to amend or
supplement this Agreement, or to subordinate its interest therein, the HRA will, in good
faith, consider the request with a view to granting the same, provided that such request
is consistent with the terms and conditions of the Plan.
Section 10.7 Interpretation and Amendment. This Agreement shall be governed
by and construed in accordance with the laws of the State of Minnesota. This
Agreement constitutes the entire agreement of the Parties on the subject matter hereof,
superseding any prior oral or written agreements. This Agreement can be modified only
by a writing signed by both Parties.
Section 10.8 Severability. In the event any provision of this Agreement shall be
held invalid or unenforceable by any court of competent jurisdiction, such holding shall
not invalidate or render unenforceable any other provisions hereof.
Section 10.9 Duration. This Agreement shall be effective as of the date hereof
and shall continue in full force and effect until December 31, 2043, or until such earlier
date as this Agreement is terminated in accordance with the terms and conditions set
forth herein.
Section 10.10 Binding Effect. Subject to the provisions of Article VIII, this
Agreement is binding upon, and shall inure to the benefit of, the successors and
permitted assigns of the Parties. The Parties agree that the terms and conditions of this
Agreement shall run with the land.
Section 10.11 Consents. Any consent or approval required of a Party under this
Agreement shall not be unreasonably withheld, conditioned or delayed.
Section 10.12 Certificates. Upon reasonable request from time to time, the HRA
shall execute and deliver written certificates to parties designated by Developer
concerning whether this Agreement is in effect, whether any defaults exist under this
Agreement and other similar matters.
Section 10.13 No Additional Waiver Implied by One Waiver. In the event any
term contained in this Agreement should be breached by any Party and thereafter
waived by any other Party, such waiver shall be limited to the particular breach so
waived and shall not be deemed to waive any other concurrent, previous or subsequent
breach hereunder.
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ARTICLE XI
Termination of Agreement by Developer
Section 11.1 Developer's Options to Terminate. In addition to any other rights to
terminate contained in this Agreement, this Agreement may be terminated by Developer
by written notice to the HRA if Developer is in compliance with all material terms of this
Agreement and no Event of Default by Developer is then existing, and subject to
Section 6.2, the HRA fails to comply with any material term of this Agreement, and, after
written notice by Developer of such failure, the HRA has failed to cure such
non-compliance within 60 days of receipt of such notice, or, if such non-compliance
cannot reasonably be cured by the HRA within 60 days, the HRA has not, within 60
days of receipt of such notice, provided assurances, reasonably satisfactory to
Developer, that such non-compliance will be cured as soon as reasonably possible.
Section 11.2 Effect of Termination. Except as provided in Sections 4.5 and 8.2,
if this Agreement is terminated pursuant to this Article XI, this Agreement shall be from
such date forward null and void and of no further effect; provided, however, that
termination of this Agreement pursuant to this Article XI shall not affect the rights of
Developer to institute any action, claim or demand for equitable relief or for damages
suffered as a result of breach or default of the terms of this Agreement by the HRA.
[REMAINDER OF PAGE LEFT INTENTIONALLY BLANK;
SIGNATURE PAGE FOLLOWS]
22
IN WITNESS WHEREOF, the HRA has caused this Agreement to be duly
executed in its name and behalf and its seal to be hereunto duly affixed and Developer
has caused this Agreement to be duly executed in its name and behalf, on or as of the
date first above written.
THE HOUSING AND REDEVELOPMENT
AUTHORITY IN AND FOR THE CITY OF
GOLDEN VALLEY
By:
Steven Schmidgall, Chair
And
Timothy J. Cruikshank, Director
LIBERTY CROSSING INVESTMENT PARTNERS,
LLC
By:
Todd Schachtman, Chief Manager
STATE OF MINNESOTA )
) ss.
COUNTY OF HENNEPIN )
The foregoing instrument was acknowledged before me this day of
December, 2015, by Steven Schmidgall, Chair, and Timothy J. Cruikshank, Director, of
THE HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF
GOLDEN VALLEY, on behalf of the organization.
Notary Public
23
STATE OF MINNESOTA )
) ss.
COUNTY OF HENNEPIN )
The foregoing instrument was acknowledged before me this day of
December, 2015, by Todd Schachtman, Chief Manager of Liberty Crossing Investment
Partners, LLC, a Minnesota limited liability company, on behalf of the limited liability
company.
Notary Public
DRAFTED BY:
Best & Flanagan LLP (ADB)
225 South Sixth Street, Suite 4000
Minneapolis, Minnesota 55402-4690
Downloads\2015\Schachtman\Liberty Crossing Private Development Agreement-2201362-6.ZPAComments.a1.doc
24
EXHIBIT A
LEGAL DESCRIPTION FOR DEVELOPMENT PROPERTY
Parcel 1:
Lot 1, Block 1, Golden Valley VFW Post Number 7051, according to the plat thereof,
Hennepin County, Minnesota.
Being Registered land as is evidenced by Certificate of Title No. 1409819.
Parcel 2:
Lot 2, Block 1, McTac Addition, according to the recorded plat thereof, Hennepin
County, Minnesota.
Being Registered land as is evidenced by Certificate of Title No. 1409820.
Parcel 3:
The West 374 feet of the North 205 feet of the South 860 feet of the Northwest Quarter
of the Northwest Quarter of Section 29, Township 118, Range 21, except the West 33
feet thereof, according to the United States Government Survey thereof, Hennepin
County, Minnesota.
Being Registered land as is evidenced by Certificate of Title No. 1409821.
Parcel 4:
Lot 1, Block 1, McTax Addition, according to the recorded plat thereof, Hennepin
County, Minnesota.
Being Registered land as is evidenced by Certificate of Title No. 1409822.
To be replated as:
Lots 1-57, Block 1, Liberty Crossing P.U.D. No. 123, Hennepin County, Minnesota.
A-1
EXHIBIT B
ASSESSMENT AGREEMENT
FOR VALUABLE CONSIDERATION, The Housing and Redevelopment Authority
in and for the City of Golden Valley, Minnesota, a public body corporate established
pursuant to Minnesota Statutes, Section 469.001 et seq. (the "HRA"), and Liberty
Crossing Investment Partners, LLC, a Minnesota limited liability partnership
("Developer"), hereby covenant and agree that the property described in Exhibit 1
attached hereto and made a part hereof (the "Development Property") and the
improvements to be made thereto pursuant to the Private Development Agreement (the
"Development Agreement") between the parties dated as of December , 2015 (the
"Improved Parcel"), with respect to which any real estate taxes, or taxes in lieu thereof
which are levied or assessed and payable by Developer, shall be assessed to be of a
market value of not less than $13,112,720 on January 2, 2017, and not less than
$26,225,441 on January 2, 2018, and January 2 of every year thereafter until December
31, 2043 (for taxes payable in 2018 and subsequent years), decreased in any year by
the fair market value of any portion of the improvements taken in condemnation or by
the power of eminent domain for which reconstruction is impracticable as provided in
the Development Agreement, and by the fair market value for any portion of the
unimproved Improved Parcel taken in condemnation or by the power of eminent domain
(the "Assessor's Minimum Market Value"). Any capitalized term not defined herein shall
have the meaning set forth in the Development Agreement.
During the term of this Assessment Agreement, Developer shall not seek a
reduction of the market value of the Improved Parcel for property tax purposes below
the Assessor's Minimum Market Value stated above, regardless of actual market values
which may result from incomplete construction of improvements to the Improved Parcel,
or from destruction or diminution thereof by any cause, insured or uninsured, except in
the case of acquisition or reacquisition of any portion of the Improved Parcel by a public
entity. Notwithstanding anything to the contrary contained herein, during the term of this
Agreement, Developer shall have the right to seek a reduction of the market value of
this Improved Parcel for property tax purposes above the Assessor's Minimum Market
Value stated above.
Upon execution by the parties, this Assessment Agreement shall be presented to
the Hennepin County Assessor pursuant to Minnesota Statutes § 469.177, Subd. 8, as
hereafter amended. If this Assessment Agreement is approved and certified by such
Assessor in the form attached as Exhibit 2, this Assessment Agreement shall be filed in
the office of the Hennepin County Registrar of Titles.
The parties hereby covenant and agree that the obligations imposed hereunder
shall be deemed with respect to the Development Property to be covenants and
restrictions running with the land, and shall constitute burdens and benefits to the HRA
and Developer, their successors, assigns, grantees and all other parties hereafter
owning or holding any interest in the Development Property or any portions thereof.
B-1
This Assessment Agreement is effective as of the date hereof and shall remain in
force and effect until December 31, 2043.
IN WITNESS WHEREOF, the parties have caused the execution of this
Assessment Agreement as of this day of December, 2015.
THE HOUSING AND REDEVELOPMENT
AUTHORITY IN AND FOR THE CITY OF GOLDEN
VALLEY
By:
Steven Schmidgall, Chair
By:
Timothy J. Cruikshank, Director
STATE OF MINNESOTA )
) ss.
COUNTY OF HENNEPIN )
The foregoing instrument was acknowledged before me this day of
December, 2015, by Steven Schmidgall, Chair, and Timothy J. Cruikshank, Director, of
THE HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF
GOLDEN VALLEY, on behalf of the organization.
Notary Public
B-2
LIBERTY CROSSING INVESTMENT PARTNERS,
LLC
By:
Todd Schachtman, Chief Manager
STATE OF MINNESOTA )
) ss.
COUNTY OF HENNEPIN )
The foregoing instrument was acknowledged before me this day of December,
2015, by Todd Schachtman, Chief Manager of Liberty Crossing Investment Partners,
LLC, a Minnesota limited liability company, on behalf of the limited liability company.
DRAFTED BY:
Best & Flanagan LLP (ADB )
225 South Sixth Street, Suite 4000
Minneapolis, Minnesota 55402-4690
B-3
EXHIBIT 1
LEGAL DESCRIPTION
B-4
EXHIBIT 2
ASSESSOR CERTIFICATION FORM
The undersigned, being the duly qualified and acting Hennepin County Assessor,
hereby certifies that:
1. He is the assessor responsible for the assessment of the Development
Property described in the foregoing Assessment Agreement;
2. He has read the foregoing Assessment Agreement;
3. He has received and read a copy of the Private Development Agreement;
4. He has received and reviewed the architectural and engineering plans and
specifications for the improvements agreed to be constructed on the Development
Property by Liberty Crossing, Investment Partners, LLC, pursuant to the Private
Development Agreement;
5. He has reviewed the market value previously assigned to the Development
Property upon which such improvements are to be constructed; and
6. The undersigned assessor, being legally responsible for the assessment of
the above described Development Property upon completion of the improvements to be
constructed thereon, hereby certifies that the market value assigned to the Improved
Parcel (as defined in the Assessment Agreement) and the improvements thereto upon
completion shall be not less than $13,112,720 on January 1, 2017, and not less than
$26,225,441 on January 2, 2018, and January 2 of every year thereafter until December
31, 2043 (for taxes payable in 2018 and subsequent years), decreased in any year by
the fair market value of any portion of the improvements taken in condemnation or by
the power of eminent domain for which reconstruction is impracticable as provided in
the Development Agreement, and by the fair market value for any portion of the
unimproved Improved Parcel taken in condemnation or by the power of eminent
domain.
Dated: , 20
Hennepin County Assessor
Hennepin County, Minnesota
B-5
EXHIBIT C
CERTIFICATE OF COMPLETION
THE HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY
OF GOLDEN VALLEY, a public body corporate (the "HRA"), and LIBERTY CROSSING
INVESTMENT PARTNERS, LLC, a Minnesota limited liability company ("Developer"),
previously entered into the Liberty Crossing Private Development Agreement (the
"Agreement"), recorded in the Office of the Registrar of Titles in and for the County of
Hennepin and State of Minnesota, as Document Number , for the following
described property:
It is hereby certified that all of the covenants in the Agreement with respect to
(lot or building) have been duly and fully performed by Developer as of
the date hereof and that the rights and remedies of the HRA for breach of such
covenants with respect to (lot or building) are hereby released
absolutely and forever insofar as they apply to the property described above. The
Registrar of Titles in and for the County of Hennepin and State of Minnesota is hereby
authorized to accept for recording and to record the filing of this instrument. This
instrument shall be conclusive determination of the satisfactory termination of the
Agreement with respect only to such lot or building.
THE HOUSING AND REDEVELOPMENT
AUTHORITY IN AND FOR THE CITY OF
GOLDEN VALLEY
By:
Steven Schmidgall, Chair
By:
Timothy J. Cruikshank, Director
c-I
STATE OF MINNESOTA )
) ss.
COUNTY OF HENNEPIN )
The foregoing instrument was acknowledged before me this day of
, by Steven Schmidgall and Timothy J. Cruikshank, respectively
the Chair and Director of The Housing and Redevelopment Authority in and for the City
of Golden Valley, on behalf of the Authority.
Notary Public
THIS INSTRUMENT WAS DRAFTED BY:
Best & Flanagan LLP (ADB)
225 South Sixth Street, Suite 4000
Minneapolis, Minnesota 55402-4690
C-2
EXHIBIT D
DEVELOPMENT PLANS
(to be supplied)
D-1
EXHIBIT E
EASEMENT AGREEMENT
E-1
EXHIBIT F
GUARANTY
FOR VALUABLE CONSIDERATION, and to induce THE HOUSING AND
REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF GOLDEN VALLEY (the
"HRA") to extend credit and other accommodations to LIBERTY CROSSING,
INVESTMENT PARTNERS, LLC, a Minnesota limited liability company ("Developer"),
the undersigned ("Guarantor"), hereby guarantees to the HRA the full and prompt
performance, when due, of all covenants, agreements, and obligations of Developer
under the Liberty Crossing Private Development Agreement dated as of December ,
2015, and any amendments thereto (the "Development Agreement").
This Guaranty is absolute, unconditional, continuing and irrevocable unless
released pursuant to the Development Agreement. This Guaranty is effective upon
delivery to the HRA without acceptance by the HRA and without any further act or
condition. Guarantor's liability under this Guaranty is joint and several with any other
guarantors.
Guarantor waives notice, demand and opportunity to cure any default by
Developer, and any and all defenses, claims and setoffs of Developer. The liability of
Guarantor hereunder shall not be affected by any extensions, renewals, modifications,
waivers, or releases granted to Developer, or by any other act or thing other than
performance in full by Developer under the Development Agreement.
Guarantor shall pay or reimburse the HRA for all reasonable costs and expenses
(including reasonable attorneys' fees and expenses) incurred by the HRA in
enforcement of this Guaranty. Guarantor shall not exercise or enforce any right of
payment, reimbursement or subrogation available to it against Developer during any
period in which there is a default under the Development Agreement.
This Guaranty shall be binding upon Guarantor and his or its heirs,
representatives, successors and assigns, and shall inure to the benefit of the HRA and
its successors and assigns. This Guaranty may not be waived, modified, terminated or
otherwise changed except by a writing signed by the HRA.
This Guaranty shall be governed by the laws of the State of Minnesota. Any
dispute or claim arising under this Guaranty shall be venued exclusively in Minnesota
District Court, Hennepin County, and Guarantor hereby consents to the jurisdiction of
such court for all such matters.
This Guaranty shall automatically terminate at such time as all of the Certificates
of Completion for the Improvements have been issued as provided in Section 4.3 of the
Development Agreement.
F-1
Guarantor represents and warrants to the HRA that the personal financial
statement he delivered to the HRA is substantially true and complete as of the date
hereof.
IN WITNESS WHEREOF, Guarantor has caused the execution of this Guaranty
this day of December, 2015.
(Print Name)
(Signature)
F-2
EXHIBIT G
DEVELOPMENT AGREEMENT
(LIBERTY CROSSING P.U.D. #123)
A-2
THIS INSTRUMENT WAS DRAFTED BY:
Best & Flanagan LLP
225 South Sixth Street, Suite 4000
Minneapolis, Minnesota 55402-4690
011800/315002/2201362 6
Downloads\2015\Schachtman\Liberty Crossing Private Development Agreement-2201362-6.ZPAComments.a1.doc
F-3
c i ty of
S iYi k
golden11 MEMORAMEMORANDUM
valley Housing and Redevelopment Authority
763-593-8002/763-593-8109(fax)
Executive Summary For Action
Golden Valley Special Housing and Redevelopment Authority Meeting
December 15, 2015
Agenda Item
2. B. Reimbursement of HRA Expenditure
Prepared By
Sue Virnig, Finance Director
Summary
The following expenditure will paid by the HRA:
Liberty Crossing $1,000,000
$1,000,000
HRA Expenditures:
9400 Winnetka and Medicine Lake TIF Fund $1,000,000
$1,000,000
Recommended Action
Motion to approve payment of$1,000,000 to Liberty Crossing Investment Partners, LLC (check
#4072).