10-13-16 HRA Agenda Packet AGENDA
Regular Meeting
of the
Housing and Redevelopment Authority
Golden Valley City Hall
7800 Golden Valley Road
Council Chamber
Thursday, October 13, 2016
6:30 pm
Pa es
1. Roll Call
2. Approval of Agenda
3. Approval of Minutes: Regular Meeting - July 12, 2016 2-4
and Special Meeting - September 6, 2016
4. Approval of Bills:
Reimbursement of City Expenditures 5
City of Golden Valley 5 669.29
TOTAL 5 669.29
Bill Summarv:
General Fund $5,669.29
North Wirth
Capital Project Fund $p
Golden Hills
Capital Project Fund $p
Hwy 55-West
Capital Project Fund $p
Winnetka-Medicine Lake Road
Capital Project Fund �p
TOTAL 5 669.29
5. Receipt of September 2016 Financial Reports 6_g
6. Winnetka and Medicine Lake Road Project Area: g-12
A. Resolution Relating to the Liberty Crossing Project of the
City and Approving the InterFund Loan 16-06
7. Adjournment
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REGULAR MEETING OF THE
HOUSING AND REDEVELOPMENT AUTHORITY
July 12, 2016
Pursuant to due call and notice thereof, a regular meeting of the Housing and
Redevelopment Authority of the City of Golden Valley, Hennepin County, Minnesota, was
held at 7800 Golden Valley Road in said City on July 12, 2016 at 6:30 pm.
The following members were present: Commissioners Joanie Clausen, Larry Fonnest,
Shep Harris, Steve Schmidgall and Andy Snope. Also present were HRA Director Timothy
Cruikshank and Administrative Assistant Judy Nally.
Approval of Aqenda
MOVED by Snope, seconded by Harris and motion carried unanimously to approve the
agenda as submitted.
Approval of Minutes - April 12, 2016
MOVED by Fonnest, seconded by Snope and motion carried unanimously to approve the
Housing and Redevelopment Authority minutes of April 12, 2016 as submitted.
Approval of Bills
MOVED by Clausen, seconded by Harris and motion carried unanimously to approve the
bills as submitted.
Receipt of June 2016 Financial Reports
MOVED by Fonnest, seconded by Snope and motion carried unanimously to receive and
file the June 2016 Financial Reports.
Adiournment
MOVED by Snope, seconded by Harris and motion carried unanimously to adjourn the
meeting at 6:32 pm.
Steven T Schmidgall, Chair
ATTEST:
Judy Nally, Administrative Assistant
SPECIAL MEETING OF THE
HOUSING AND REDEVELOPMENT AUTHORITY
September 6, 2016
Pursuant to due call and notice thereof, a special meeting of the Housing and Redevelopment
Authority of the City of Golden Valley, Hennepin County, Minnesota, was held at 7800 Golden
Valley Road in said City on September 6, 2016, at 5:30 pm.
The following members were present: Chair Steve Schmidgall, Commissioners Larry Fonnest,
Shep Harris, Joanie Clausen and Andy Snope. Also, present were HRA Director Cruikshank,
Assistant HRA Director Nevinski, City Attorney Garry, and City Clerk Luedke.
Brookview Communitv Center Financina - Lease Revenue Bonds; Authorizina the
Issuance, Establishinq Sale Parameters, Prescribinq the Form and Details and
Providinq for the Pavment
Sue Virnig, Finance Director introduced the agenda item and answered questions from the
Commissioners. HRA Director Cruikshank answered questions from the Commissioners.
David MacGillvray, Springsted Bond Consultant, provided the Commissioners with an
overview of the lease revenue bonds to be used for finance for Brookview Community Center
and answered questions for the Commissioners.
Jennifer Hanson, Dorsey and Witney, provided additional information to the Commissioners
regarding the lease revenue bonds and answered questions from the Commissioners.
Commissioner Harris introduced the following resolution and move its adoption:
RESOLUTION RELATING TO LEASE REVENUE BONDS; AUTHORIZING THE
ISSUANCE, ESTABLISHING SALE PARAMETERS, PRESCRIBING THE FORM
AND DETAILS AND PROVIDING FOR THE PAYMENT THEREOF
The motion for the adoption of the foregoing was seconded by Commissioner Clausen and
upon a vote being take the following voted in favor of: Clausen, Fonnest, Harris, Schmidgall,
and Snope; and the following voted against the same: none, whereupon said resolution was
declared duly passed and adopted, signed by the Chair and his signature attested by the
Executive Director.
Second Amendment to Private Development Aqreement for Global One Golden Vallev,
LLC, and 394 Associates, LLP
Marc Nevinski, Assistant HRA Director introduced the agenda item and answered questions
from the Commissioners.
MOVED by Harris, seconded by Snope and motion carried unanimously to authorize the Chair
and Director to sign the Second Amendment to Private Development Agreement for Global
One Golden Valley, LLC, and 394 Associates, LLP.
Special Meeting of the Housing and Redevelopment Authority
September 6, 2016
Page 2
Adiournment
MOVED by Harris, seconded by Fonnest and motion carried unanimously to adjourn the
meeting at 6:02 pm.
Steven T. Schmidgall, Chair
ATTEST:
Kristine A. Luedke, City Clerk
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Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
October 13, 2016
Agenda Item
4. Reimbursement of City Expenditures
Prepared By
Sue Virnig, Finance Director
Summary
As of September 30, 2016 the following expenditures were paid by the City on various check
registers and need to be reimbursed by the HRA:
City Expenditures: Amount
1000 Best & Flanagan (June) $405.00
1000 Relocation (Wilson, renters)* 5,264.29
$5,669.29
HRA Expenditures:
9000 General Fund ($5,264.29-Global One Deposit) $5,669.29
$5,669.29
*Asterisk items are reimbursed by deposits held for developers.
Recommended Action
Motion to approve reimbursing the City of Golden Valley$5,669.29 (check#4079).
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Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
October 13, 2016
Agenda Item
5. Receipt of September 2016 (unaudited) Financial Reports
Prepared By
Sue Virnig, Finance Director
Summary
Attached is the September 2016 Financial Reports for Housing and Redevelopment Authority
(HRA) review. Staff will address questions from the HRA before or at the meeting.
Attachments
• HRA General Fund Budget Report (1 page)
• HRA Capital Project Funds Report (1 page)
Recommended Action
Motion to receive and file the September 2016 HRA Financial Reports.
HRA of Golden Valley
General Fund
September 2016 Budget Report (unaudited)
Percentage Of Year Completed 50%
Over % Of
2016 June-Sept YTD (Under) Budget
Revenue Budget Actual Actual Budget Received
Transfer from TIF Funds:
Golden Hilis 0 0.00 0.00 0.00
Interest Earnings (2) 0 0.00 0.00 0.00
Fund Balance 19,000 0.00 0.00 (19,000.00)
Totals $19,000 0.00 0.00 (19,000.00) 0.00%
Over % Of
2016 June-Sept YTD (Under) Budget
Expenditures Budget Actual Actual Budget Expended
Legal Services (1) $6,000 405.00 3,835.60 (2,164.40) 63.93%
Audit 12,000 0.00 12,000.00 0.00 100.00%
City Overhead 0 0.00 0.00 0.00
Miscellaneous 1,000 0.00 0.00 (1,000.00)
Totals $19,000 405.00 15,835.60 (3,164.40) 83.35%
Notes:
(1) Includes may to date billings from Best & Flanagan.
(2) Interest will be allocated at year end.
HRA Of Golden Valley Capital Project Funds
2016 Financiai Report 9300 9400 9250
Hwy 55/ Winnetka North
West Med Lk Rd Wirth #3
Cash Balance @ 07/01/16 $0.00 $0.00 $2,551.10
Add:
Receipts:
Interest
Lease revenue
Increment on Deposit-pd in Feb 17 0.00
Less
Expenditures:
City of Golden Valley(1)
TIF Payment-Hennepin County 0.00 0.00
Cash Balance @ 9/30/16 $0.00 $0.00 $2,551.10
(1) Breakdown on City Expenditures Memo
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Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
October 13, 2016
Agenda Item
6. Winnetka and Medicine Lake Road Project Area - Liberty Crossing Project -Approval of
Interfund Loan
Prepared By
Sue Virnig, Finance Director
Summary
The Golden Valley Housing and Redevelopment Authority (GVHRA) will need to consider the
following resolution that will provide for the financing for the Winnetka-Medicine Lake Tax
Increment District that coincides with the Liberty project. The amount of the interfund loan will
be $1,500,000. Once the project needs additional financing,the financing will come from the
Storm Sewer Fund and will be paid back through future tax increment created from the project
area.
The interfund loan will need to be approved by both the GVHRA and the City.
Attachments
• Resolution Relating to the Liberty Crossing Winnetka-Medicine Lake Road Tax Increment
Project of the City and Approving the Interfund Loan Therefor (3 pages)
Recommended Action
Motion to adopt Resolution Relating to the Liberty Crossing Winnetka-Medicine Lake Road Tax
Increment Project of the City and Approving the Interfund Loan Therefor.
Resolution 16-06 October 13, 2016
Commissioner introduced the following resolution and moved its adoption:
RESOLUTION RELATINGTOTHE LfBERTY CROSSING
WINNETKA-MEDICINE LAKE TAX INCREMENT PROJECT OF THE CITY
AND APPROVING THE INTERFUND LOAN THEREFOR
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 Winnetka— Medicine Lake 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 has agreed 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"), all pursuant to a Private Development
Agreement (the "Development Agreement") entered into with the
Developer on April 29, 2016.
c. In support of the Development, the City is issuing its General Obligation
Storm Sewer Revenue Bonds (the "Bonds") to finance storm water flood
containment and storage improvements within the District.
d. In connection with the Development, the City authorized by written
resolution dated December 15, 2015 an interfund loan of$1,000,000 to the
HRA from the City's Storm Utility Fund, and the HRA approved the
interFund loan by written resolution dated April 12, 2016 (the "Prior
Interfund Loan"). Pursuant to Section 3.7 of the Development Agreement,
the HRA paid Developer$1,000,000 to accommodate the installation of a
large underground storm water storage basin beneath the Development.
e. In connection with the Development, the City has authorized by written
resolution dated October 13, a loan of up to $1,500,000 to the HRA from
the City's Storm Utility Fund or other funds available or so much thereof as
may be necessary to pay qualified costs of private activity improvements
relating to the Development (the "Current Interfund Loan").
Resolution 16-06 - Continued October 13 2016
f. The Bonds will be a general obligation of the City, secured by its full faith
and credit and taxing power. The City will also pledge net revenues of the
storm sewer utility to the payment of principal and interest on the Bonds.
The City expects to use tax increment revenues derived from the
Development to first, pay debt service on the Bonds and second, repay the
interfund loans.
2. Approval of the Current InterFund Loan.
a. The HRA approves the interFund loan inthe amount of upto$1,500,000 in
one or more tranches. The City shall be reimbursed as provided below
from Available Tax Increment(as defined below)for the actual amount(s)
loaned,together with interest at the rate of4%,which does not exceed the
greater of the rates specified under Minnesota Statutes,Section 270C.40
or Section 549.09,as of the date the loan is authorized. Interest accrues on
the principal amount from the date of each tranche.
b. Principal and interest ("Payments") on the outstanding Current InterFund
Loan balance shall be paid semi-annually in two (2) equal installments
per year, each installment to be deemed paid within ten (10) business
days of receipt by the City of property tax revenues from Hennepin
County (each a "Payment Date"),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.
c. Payments on this Current 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 469.1794,as amended. Payments on the Current
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 inwhole or in part with Available Tax Increment.
d. The principal sum and all accrued interest payable under this Current
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 Current InterFund Loan.
Resolution 16-06 - Continued October 13 2016
e. This Current Interfund Loan isevidence of a loan inaccordance with
Minnesota Statutes,Section 469.178,subdivision 7, and isa limited
obligation payable solelyfrom Available Tax I ncrement pledged to the
payment hereof underthis resolution.
Steven T Schmidgall, Chair
ATTEST:
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.