07-11-17 HRA Agenda PacketA G E N D A
Regular Meeting of the
Housing and Redevelopment Authority
Golden Valley City Hall
7800 Golden Valley Road
Council Chamber
July 11, 2017
6:30 pm
Pages
1.Roll Call
2.Approval of Agenda
3.Approval of Minutes - Regular Meeting - April 13, 2017 3
4.Approval of Bills:
Reimbursement of City Expenditures 4
City of Golden Valley $12,000.00
Bank Mutual 12,417.05
TOTAL $24,417.05
Bill Summary:
General Fund $12,000.00
North Wirth
Capital Project Fund $12,417.05
Highway 55 West
Capital Project Fund
Winnetka-Medicine Lake
Capital Project Fund ________
TOTAL $24,417.05
5.Receipt of Financial Reports 5-7
6.Tennant Company’s World Headquarters Expansion
A. Resolution Expressing Intent to Consider Establishment
of a Tax Increment Finance District for The Tennant
Company’s World Headquarters Expansion 17-03
8-10
7.Douglas Drive Corridor Redevelopment Area
A. Resolution Adopting the Redevelopment Plan for the
Douglas Drive Corridor Project Area 17-04
11-23
8.Liberty Crossing Development Agreement
A. Consider First Amendment to the Development Agreement
with Liberty Crossing Development Partners, LLC
24-30
9.Highway 55 West Area
A. Resolution Authorizing Execution of a Tax Increment
Pledge Agreement with the City Regarding Approximately
$1,935,000 General Obligation Tax Increment and
Improvement Bonds, Series 2017B 17-05
31-58
10.First Consideration - Adoption of Proposed By-Law
Amendments - Resetting Annual and Regular Meeting Date
59-60
11.Adjournment
UNOFFICIAL MINUTES
HOUSING AND REDEVELOPMENT AUTHORITY MEETING
GOLDEN VALLEY, MINNESOTA
April 13, 2017
Housing and Redevelopment Authority Chair Snope called the meeting to order at 6:30 pm.
1. Roll Call
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.
2. Approval of Agenda
MOTION made by Commissioner Schmidgall, seconded by Commissioner Clausen to
approve the agenda as submitted and the motion carried.
3. Approval of Minutes - Regular Meeting of January 10, 2017
MOTION made by Commissioner Schmidgall, seconded by Commissioner Harris to
approve the Regular Housing and Redevelopment Authority minutes of January 10, 2017,
as submitted and motion carried.
4. Approval of Bills
MOTION made by Commissioner Schmidgall, seconded by Commissioner Clausen to
approve the bills as submitted and the motion carried.
5. Receipt of March 2017 Financial Reports
MOTION made by Commissioner Schmidgall, seconded by Commissioner Clausen to
receive and file the March 2017 Financial Reports and motion carried.
6. Authorization to Sign Amendment to Legal Services Agreement with Best &
Flanagan
MOTION made by Commissioner Schmidgall, seconded by Commissioner Clausen to
authorize the Director to sign the Legal Services Agreement between the Housing and
Redevelopment Authority in and for the City of Golden Valley and Best & Flanagan, LLP
dated March 22, 2017, which reduces the partner hourly rate to $175 per hour and extends
the term of the agreement for a period of one additional year through December 31, 2018
and the motion carried.
7. Adjournment
MOTION made by Commissioner Schmidgall, seconded by Commissioner Clausen and
motion carried to adjourn the meeting at 6:35 pm.
_______________________________
Andy Snope, Chair
ATTEST:
____________________________________
Judy Nally, Administrative Assistant
Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
July 11, 2017
Agenda Item
4. Reimbursement of City Expenditures
Prepared By
Sue Virnig, Finance Director
Summary
As of June 30, 2017 the following expenditures were paid by the City on various check registers
and need to be reimbursed by the HRA:
City Expenditures:Amount
1000 HRA Audit Services (City) EFT $12,000.00
1000 Bank Mutual 12,417.05
$24,417.05
HRA Expenditures:
9000 General Fund ($27,576.69-Developer Deposits)$24,417.05
$24,417.05
*Asterisk items are reimbursed by deposits held for developers.
Recommended Action
Motion to approve reimbursing the City of Golden Valley $12,000 by EFT and Bank Mutual
$12,417.05 (check #4080).
Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
July 11, 2017
Agenda Item
5. Receipt of June 2017 Financial Reports
Prepared By
Sue Virnig, Finance Director
Summary
Attached are the June 2017 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 June 2017 HRA Financial Reports.
Percentage Of Year Completed 50%
Over % Of
2017 April-June YTD (Under)Budget
Revenue Budget Actual Actual Budget Received
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
2017 April-June YTD (Under)Budget
Expenditures Budget Actual Actual Budget Expended
Legal Services (1)$5,000 0.00 246.00 (4,754.00)4.92%
Audit 12,000 12,000.00 12,000.00 0.00 100.00%
Totals $17,000 12,000.00 12,246.00 (4,754.00)72.04%
Notes:
(1) Includes May to date billings from Best & Flanagan.
(2) Interest will be allocated at year end.
HRA of Golden Valley
General Fund
June 2017 Budget Report (unaudited)
HRA Of Golden Valley Capital Project Funds
2017 Financial Report 9300 9400 9250
Hwy 55/ Winnetka North
West 2 Med Lk Rd Wirth #3 3
Cash Balance @ 04/01/17 ($529.41) $0.00 $0.00
Add:
Receipts:
Interest
Lease revenue
Increment Received 12,417.05
Less:
Expenditures:
City of Golden Valley(1)
Payment to Bank Mutual (12,417.05)
TIF Payment-Hennepin County 0.00 0.00
*will be paid with TIF in 2017
Cash Balance @ 03/30/17 ($529.41) $0.00 $0.00
(1) Breakdown on City Expenditures Memo
(2) Reinbursed when increment is received.
(3) Pay Go Note remaining $196,643.42
Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
July 11, 2017
Agenda Item
6. Consider Establishment of a Tax Incrementing District for Tennant Company’s World
Headquarters Expansion
Prepared By
Marc Nevinski, Physical Development Director
Summary
Staff has been working with Tennant Company over the past six months on its plans to expand its
world headquarters on its main campus, which is located in the northwest quadrant of Highway
100 and Highway 55. The expansion plans include assembling a number of properties adjacent to
the campus, relocating Damascus Way to the intersection of the frontage road and Zane Ave,
removing a number of buildings in the area, and constructing a world headquarters office
building, which is expected to be 75,000 to 90,000 square feet. The new office building will allow
Tennant Company to consolidate its Golden Valley operations and open up its Corporate Woods
office property on Douglas Drive for redevelopment.
Oppidan Investment Company, on behalf of Tennant Company, has submitted an application for
tax increment financing (TIF) to facilitate the expansion. The HRA is asked to consider the
attached resolution expressing its intent to consider the establishment of a TIF district to
facilitate the world headquarters expansion.
Attachment
•Resolution of the Housing and Redevelopment Authority in and for the City of Golden Valley,
Hennepin County, Minnesota Expressing Intent to Consider Establishment of a Tax Increment
Finance District for the Tennant Company’s World Headquarters Expansion (2 pages)
Recommended Action
Motion to adopt Resolution expressing the intent to consider the establishment of a tax increment
financing district for the Tennant Company’s World Headquarters expansion.
Resolution 17-03 July 11, 2017
Commissioner introduced the following and moved its adoption:
RESOLUTION OF THE HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR
THE CITY OF GOLDEN VALLEY, HENNEPIN COUNTY, MINNESOTA EXPRESSING
INTENT TO CONSIDER ESTABLISHMENT OF A TAX INCREMENT FINANCE DISTRICT
FOR THE TENNANT COMPANY’S WORLD HEADQUARTERS EXPANSION
WHEREAS, Tennant Company was founded in 1870 in northeast Minneapolis, and
located in its headquarters in Golden Valley in 1957, and will turn 150 years old in 2019;
and
WHEREAS, Tennant Company continues to grow and wishes to consolidate its local
facilities in Golden Valley with the construction of a new World Headquarters office building
to be located on its main campus; and
WHEREAS, Tennant Company currently employs over 900 people in Golden Valley
and expects to employ more in the future; and
WHEREAS, the expansion plans Tennant Company is considering will reduce blight,
promote investment, expand the tax base, use land more efficiently, improve water quality,
and increase employment in the city; and
WHEREAS, the redevelopment of Tennant Company’s Corporate Woods property located
on Douglas Drive will result in additional investment and development along the Douglas Drive
corridor; and
WHEREAS, the expansion of Tennant Company will require considerable
expenditures for acquisition, site assembly, grading, and infrastructure; and
WHEREAS, it is anticipated that the expansion of Tennant Company will require
assistance in the form of the Tax Increment Financing in order to achieve financial
feasibility; and
WHEREAS, Tennant Company has submitted an application requesting Tax
Increment Financing.
NOW THEREFORE BE IT RESOVED, that subject to approval of the Golden Valley
City Council and the HRA and evidence that tax increment assistance for Tennant
Company meets the requirements of Minnesota Statutes, Sections 469.174 through 1794
(the TIF Act), the HRA intends to consider establishment of a Tax Increment Finance
district limited in terms sufficient to meet financial requirements of Tennant Company in
compliance with the TIF Act.
Resolution 17-03 -2-July 11, 2017
_____________________________
Andy Snope, 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
his signature attested by the Executive Director.
STATEMENT OF PURPOSE:
This resolution expresses intent to consider the creation of a Tax Increment Finance
district as needed subject to City Council and HRA approval and verification of compliance
with all provisions of the TIF Act for the Tennant Company World Headquarters expansion
project.
Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
July 11, 2017
Agenda Item
7. Adoption of Modifications to Douglas Drive Corridor Redevelopment Plan
Prepared By
Kayla Grover, Community Development Intern
Marc Nevinski, Physical Development Director
Summary
The HRA and City Council have discussed the redevelopment of parcels along the Douglas Drive
Corridor from Medicine Lake Road to Minnesota Trunk Highway 55. In conformance with MN
Statutes 469, the Douglas Drive Corridor Redevelopment Plan has been prepared, which, once
adopted, enables the HRA to utilize its authority and powers to facilitate redevelopment in the
area. The Redevelopment Plan outlines the current conditions in the area, discusses a
redevelopment proposal for several parcels in the plan’s project area, and identifies a series of
public interest goals to be achieved through redevelopment.
The modifications to the plan include the addition of parcels along and near Douglas Drive.
Specifically, a parcel in the southwest quadrant of Douglas Drive and Golden Valley Road is
proposed to be added, as are parcels located east of the Canadian Pacific railroad, south of the
Union Pacific Railroad, west of Highway 100 and north of Highway 55. The HRA is asked to
approve the modified Redevelopment Plan and forward the plan to the Planning Commission for
its review and comment. The City Council will then hold a public hearing before considering
adoption of the Redevelopment Plan.
Attachments
•Resolution of the Housing and Redevelopment Authority in and for the City of Golden Valley,
Hennepin County, Minnesota Adopting the Redevelopment Plan for the Douglas Drive
Corridor Project Area (12 pages)
Recommended Action
Motion to adopt Resolution of the Housing and Redevelopment Authority in and for the City of
Golden Valley, Hennepin County, Minnesota Adopting Modifications to the Redevelopment Plan
for the Douglas Drive Corridor Project Area.
Resolution 17-04 July 11, 2017
Commissioner introduced the following and moved its adoption:
RESOLUTION OF THE HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF GOLDEN VALLEY, HENNEPIN COUNTY, MINNESOTA
ADOPTING MODIFICATIONS TO THE REDEVELOPMENT PLAN FOR THE
DOUGLAS DRIVE CORRIDOR PROJECT AREA
BE IT RESOLVED by Housing and Redevelopment Authority in and for the City of
Golden Valley, Minnesota (the “Authority”), as follows:
1. Project Plan Review. The Authority has reviewed the Redevelopment Plan (the
“Project Plan”) for the Douglas Drive Corridor Redevelopment Project Area (the
“Redevelopment Project”) attached hereto.
2. Adoption. The Project Plan is hereby adopted, subject to approval by the Planning
Commission and the City Council as provided in Section 4, based on the findings in Section
3 hereof.
3. Findings for Approval of Project Plan. The Authority hereby makes the following
findings:
3.01. The Project Plan proposes that the Authority undertake certain redevelopment
activities for the purpose of encouraging redevelopment of properties in the Redevelopment
Project.
3.02. The land in the Redevelopment Project would not be made available for
development without the financial aid to be sought since private developers could not
economically develop the Redevelopment Project without the proposed redevelopment
activities.
3.03. The Project Plan will afford maximum opportunity, consistent with the needs of
the City as a whole, for the redevelopment of the Redevelopment Project by private
enterprise. The redevelopment activities contemplated in the Project Plan would help to
retard blight in the Redevelopment Project and provide an increase in employment and
housing opportunities in the City and enhance the tax base of the City and overlapping
taxing jurisdictions.
3.04. The redevelopment activities proposed by the Project Plan conform or will
conform to the general plan for the development or redevelopment of the City as a whole
as proposed to be modified. The redevelopment activities will be subject to obtaining
necessary land use approvals.
3.05. The Project Plan provides an outline for the development or redevelopment of
the area and is sufficiently complete to indicate its relationship to definite local objectives as
to appropriate land uses and to indicate general land uses and general standards of
development or redevelopment.
Resolution 17-04 -2-July 11, 2017
4. Transmittal. The Authority does hereby transmit the Project Plan to the Golden
Valley Planning Commission to affirm the findings of the Authority in Section 3.04, and to
Golden Valley City Council for approval after the same has been considered by the Council
subsequent to a public hearing to be held in accordance with Minnesota Statutes, Chapter
469.
5. Filing. Following approval by the City Council, the Director is hereby authorized
and directed to file the Project Plan with the Commissioner of the Minnesota Department of
Revenue and the Office of the State Auditor pursuant to Minnesota Statutes, Section
469.175, subdivision 4a.
_____________________________
Andy Snope, 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
his signature attested by the Executive Director.
Redevelopment Plan for Douglas Drive Corridor
Redevelopment Project Area
1
Redevelopment Plan for Douglas Drive Corridor
Redevelopment Project Area
Section 1. Introduction
As part of a goal-setting session in 2006 the City Council identified Douglas Drive (CSAH
102) as a primary area of concern for the future of the City. As part of the 2008 update of
the Comprehensive Plan, the City again identified the Douglas Drive Corridor from
Medicine Lake Road (CSAH 70) to Minnesota Trunk Highway (TH) 55 as a priority for
further study. There is significant through traffic from communities to the north and the
mixture of land uses along the corridor in Golden Valley adds even more traffic. The
volume of traffic combined with limited public right-of-way available for expansion will
present challenges to improving this corridor and its public infrastructure. Traffic is heavy
along the corridor due to its designation by Hennepin County as a minor arterial corridor.
Its mixture of land uses including single-family, multi-family, offices, retail, schools,
churches and industrial uses, some of which are blighted, could through redevelopment,
become a more vibrant, integrated community.
The initial focus of redevelopment has been on the east side of Douglas Drive between
Duluth Street (CR 66) and the Union Pacific Railroad right-of-way. The City desires to look
at this area in a comprehensive manner. The existing land use is a mixture of low-and-high
density housing, some relatively new and some blighted, as well as office, commercial and
industrial uses.
Since the inception of the Douglas Drive Corridor Redevelopment Area, the City has
partnered with Hennepin County to reconstruct Douglas Drive from Minnesota Trunk
Highway 55 to Medicine Lake Road. This project includes construction of accessible
sidewalks on both sides of the roadway for its entire length, dedicated on-street bike lanes,
and lane realignments and traffic control improvements to encourage redevelopment
opportunities. The new infrastructure is designed to last another 50 years with basic
maintenance, and the project is anticipated to be completed in November 2017. Private
investments within the project area includes the construction of a new operation facility by
Centerpoint Energy, which brings additional employment to the area and maximizes land
use, as well as reinvestment in the Douglas Drive Apartments.
South of Golden Valley Road to the Union Pacific Railroad and south of the Union Pacific
Railroad to Minnesota Trunk Highway 55 will be an additional focus of redevelopment
going forward. The existing land use is primarily industrial and office as well as some
single family homes and a residential facility. As an area where redevelopment and
change are anticipated, this area offers significant opportunities to improve the Douglas
Drive Corridor.
Section 2. Statement of Need and Public Purpose, Statutory
Authorization
The Authority finds that there is a need for development within the City and the Project
Area in order to provide employment and housing opportunities, to improve the local tax
base, and to improve the general economy of the City and the State. The economic
security of the people in the City depends upon proper development of property that meets
any one of a number of conditions, including properties whose values are too low to pay
2
for the public services required or rendered and properties whose lack of use or improper
use has resulted in stagnant or unproductive land that could otherwise contribute to the
public health, safety, and welfare.
The Authority finds that in many cases such property cannot be developed without public
participation and assistance in various forms including property acquisition and/or write-
down, proper planning, the financing of development costs associated with clearance,
grading and soil correction, and the making of various other public and private
improvements necessary for development. In cases where the development of property
cannot be done by private enterprise alone, the Authority believes it to be in the public
interest to consider the exercise of its powers, to advance and spend public money, and to
provide the means and impetus for such development.
The Authority finds that in certain cases property within the Project Area would not or may
not be available for development without the specific financial aid to be sought, that the
Redevelopment Plan will afford maximum opportunity, consistent with the needs of the City
as a whole, for the development of the Project Area by private enterprise, and that this
Redevelopment Plan Conforms to the general plan for the development of the City as a
whole.
It is the intention of the Governing Body, notwithstanding the enumeration of specific goals
and objectives in the Redevelopment Plan, that the Authority shall have and enjoy with
respect to the Project Area the full range of powers and duties conferred upon the
Authority pursuant to the HRA Act, the TIF Act, municipal housing and redevelopment
authority laws, and such other legal authority as the Authority may have or enjoy from time
to time.
The HRA Act authorizes the Authority to exercise all the powers relating to a housing and
redevelopment authority granted under Minnesota Statutes, Sections 469.001 to 469.047,
or other law.
Section 3. Background
When Douglas Drive was initially constructed, the surrounding land uses were more rural
in nature. Now a number of major employers including Honeywell and Tennant Company
have a significant presence in the corridor and the average daily traffic on various sections
of the corridor in Golden Valley range from 10,000 to 14,000 vehicle trips per day. The
presence of numerous schools (Sandburg School, King of Grace Lutheran School and
Perpich School of Performing Arts) and recreational facilities (Sandburg fields, Honeywell
Little League field, Seeman and Hampshire Parks, and the Three Rivers Luce Line Trail) in
the corridor increase the need for improved safety for non-motorized transportation.
The Three Rivers Park District has constructed a portion of the Luce Line Trail through
Golden Valley that provides a bicycle connection to regional amenities such as French
Park in Plymouth and Wirth Park in Minneapolis. When the original Douglas Drive
Redevelopment Area was established there were no safe north-south connections to this
trail for bikers and pedestrians. In order to improve these connections Golden Valley
received funding through the Non-Motorized Transportation Act to study this corridor and
plan for future improvements to pedestrian, bicycle and transit connections in this corridor.
The Principles for this study are outlined below.
3
Section 4. Principles
1. Improve connectivity and functionality for all transportation modes.Douglas
Drive, which is classified as a county state-aid highway in the Hennepin County
Transportation Plan and minor arterial road in the City’s Comprehensive Plan, has
historically focused on motorized vehicles. Traffic volume has increased significantly
over the years as has the need for better, safer pedestrian and non-motorized
transportation and transit options. Intersection improvements at Highway 55 / Douglas
Drive and other key major and minor intersections within the corridor are critical to safer
and improved movement for pedestrians, non-motorized and vehicular traffic in the
corridor.
2. Enable the corridor to maintain a diverse mix of land uses, including residential,
commercial and industrial.A mix of activities, uses and densities will help to sustain
the corridor through changing economic cycles, consumer preferences and housing
trends. Clustered and mixed uses can create synergies, increase transit use and
enhance the level of pedestrian activity.
3. Maximize integration rather than separation of land uses, where appropriate.
Many land uses can benefit from increased integration with one another, including
neighborhood-serving retail, multi-family and senior housing, offices, and low-impact
services. Non-residential corridor uses should be buffered from adjacent residential
neighborhoods.
4. Maintain the corridor as an employment center.Jobs within the corridor help
maintain Golden Valley’s jobs-housing balance while sustaining commercial
enterprises. Retaining ‘living wage’ jobs should be a priority.
5. Improve the visual coherence and attractiveness of the corridor.Improvements in
streetscapes, landscaped areas, open spaces, building aesthetics and parking/service
areas all contribute to a more unified and visually appealing environment, with an
increased sense of identity. Buildings and other private improvements should make
positive contributions to the corridor and the broader public realm, while public
improvements should set the standard for private investment.
6. Foster neighborhood-serving retail and services.Multimodal links to commercial
development should be enhanced.
7. Foster sustainable development and work to establish a balance between urban
and natural systems. Encourage the application of green building and infrastructure
techniques. Examples include low-impact development that maintains the natural
functions of the land, encourages reduced stormwater runoff and fosters resource
conservation and the use of renewable systems in new construction.
Section 5. Goals and Objectives
The current mix of incompatible land uses, minimal building setbacks from a high-traffic
road, and the desirability of buffering residential uses from the high volume of traffic make
the corridor an ideal candidate for broader redevelopment. A goal of the redevelopment
addressed through the Douglas Drive reconstruction in partnership with Hennepin County
has been to provide for additional right-of-way, including addressing impediments in the
4
right-of-way (electrical poles, fire hydrants, utility boxes, etc.) that have complicated the
infrastructure needs for the area and impeded pedestrian and bike access. Other goals,
such as consolidating corridor land uses, require further redevelopment to address.
To achieve its mission of structured redevelopment, this Plan has identified six goals with
related objectives to encourage cohesive planning and structured redevelopment within
the corridor. It then outlines policies that will help to achieve the goals and objectives.
Goal 1 – Improve vehicle, bicycle and pedestrian transportation.
Objectives
Improved roadway with added pedestrian and non-motorized transportation facilities
Complete streets that meet vehicle, bicycle and pedestrian needs
Reduced impediments in the sidewalks
Undergrounded utilities
Consolidated access points onto Douglas Drive
Goal 2 – Redevelop obsolete properties.
Objectives
Blighted, functionally obsolete, and/or economically unsustainable buildings removed
New uses compatible with existing uses
Goal 3 – Create jobs and life-cycle housing.
Objectives
Increased high-paying jobs
Housing stock that is maintained or improved
Higher density housing
Housing for seniors and young families
Affordable housing
Commercial uses that serve the community
Goal 4 – Require design that is sustainable and aesthetically pleasing.
Objectives
Enhanced community identity through features which reflect Golden Valley
Visually attractive development that complements its surroundings
Buildings constructed with environmentally sustainable ‘green building’ practices
(Development that meets environmental criteria set forth by Leadership in Energy and
Environmental Design (LEED) and the United States Department of Energy).
Active living criteria included in design
Goal 5 –Protect the environment.
Objectives
Wetlands that are protected and enhanced
Land free of soil and wetland contamination
Arborous environments
Natural features retained and native vegetation (re)established
Co-located uses that reduce the amount of auto travel and corresponding air pollution
Best shoreline management practices implemented along Bassett Creek
5
Goal 6 – Maintain a regional framework.
Objectives
Growth compatible with the Metropolitan Council development framework
Public infrastructure designed in cooperation with Hennepin County, Three Rivers Park
District, and the Minnesota Department of Transportation
Participation in grant programs available through Hennepin County, the Metropolitan
Council and other agencies
A positive relationship with surrounding communities and governmental agencies
Continued participation in cooperative traffic management strategies
Improved transit options
Section 6. Policies
Land Use
The City will study planned land uses to determine the need or desirability of individual
parcel or area-wide comprehensive plan or zoning amendments to accommodate desired
land uses.
The City and HRA will assure that its review processes, zoning, and building regulations
will promote desired development projects.
The City will assure that new uses in the redevelopment area are compatible with existing
development and the City’s land use plan.
The City and HRA will review existing corridor properties to consider their long term
viability and/or options for alternative uses.
Land use plans will promote mixed use developments and increased density where
appropriate, in keeping with the Metropolitan Council’s regional growth strategy.
Financing
The City and HRA will identify criteria to target redevelopment funds such as tax increment
financing, tax abatements, Livable Communities, Community Development Block Grants
and other funding made available by the legislature or other agencies or governmental
units.
The City and HRA will consider providing public assistance to redevelopment projects that
serve a substantial public purpose, remove blight, or mitigate contamination.
The City and HRA will consider using land write-downs to subsidize redevelopment
projects.
Redevelopment funding will be paired with other funding options such as assessments,
based on the Golden Valley Special Assessment Policy.
The City will consider franchise fees and utility surcharges to underwrite the cost of utility
and infrastructure upgrades.
6
Design and Environmental Standards
The City will promote best practices to meet the highest environmental standards.
The City and HRA will identify approaches and/or incentives to promote a corridor
beautification program. This program will include both public and private components.
The City will monitor ongoing research on sustainable development initiatives to guide
redevelopment and future updates of this plan.
Transportation
The City will work with Metropolitan Transit to monitor transportation needs of area
residents and workers and identify ways to improve transportation services including
improving transit routes, and working with area businesses to develop transportation
management plans.
The City will work with Hennepin County, the State of Minnesota and other agencies to
design and seek funding for an improved roadway with added pedestrian and non-
motorized transportation facilities that meet city, county and state needs.
Section 7. Redevelopment Area Defined
In 2008-09 the City studied the full length of Douglas Drive from Medicine Lake Road on
the north to Trunk Highway 55 on the south. The Douglas Drive Redevelopment Area
includes the Douglas Drive street right-of-way and parcels on the east side of the street
from Duluth St. to the Union Pacific railroad right-of-way to the south. This is an area that
had no pedestrian infrastructure prior to the establishment of the Douglas Drive
Redevelopment Area and is centered on a significant area of multifamily housing, making it
a focal point for redevelopment.
The full Douglas Drive Redevelopment Area is identified on Map A. The area is divided
into four subsections, based on land use.
Area A-1
Area A-1 extends from Duluth Street south to the Canadian Pacific Railroad and is guided
Commercial and Office. It has three parcels, with the following land uses: two gas stations
and a multi-tenant office.
Area A-2
Area A-2 extends from the Canadian Pacific Railroad south to Golden Valley Road. It is
guided for Medium and High Density Residential. Existing land uses range from single
family, duplex, and triplex units to three- to five- story rental apartment and condominium
buildings and railroad facilities. The Metropolitan Council has identified this rail corridor for
a regional, mixed-use trail on its 2030 Regional Parks System Map.
Area A-3
Area A-3 extends from Golden Valley Road south to the Union Pacific Railroad/Luce Line
Trail. It has only one parcel which is guided Industrial. A CenterPoint Energy peaking plant
and maintenance center and a CenterPoint Energy operation facility built in 2015 currently
occupy this site.
7
Area A-4
Area A-4 includes eight total parcels: one parcel, which currently houses offices owned by
Tennant Company, sits at the southwest corner of Golden Valley Road and Douglas Drive
and extends south to the Union Pacific Railroad. Additionally seven contiguous parcels,
three of which are owned by Tennant Company, are located east of the Douglas Drive
corridor and are bounded by the Canadian Pacific railroad on the west, the Union Pacific
Railroad on the north, Highway 100 on the east and Highway 55 on the south. The area is
guided for industrial and office use. Current land uses are industrial and office buildings,
with the exception of two single family homes and a residential facility.
Common features for all of the areas include inadequate or no sidewalk and electrical
poles and overhead lines that would impede the development of sidewalks. There is
pedestrian access on intersecting east-west roads including sidewalks on Duluth Street
and Golden Valley Road and the Luce Line Trail along the Union Pacific right-of-way.
Section 8. Redevelopment Opportunities
Infrastructure
A main objective of redevelopment is the provision of public infrastructure, including: road
improvements that accommodate existing and future development along the corridor while
limiting direct access to the road; sidewalk, trail and bicycle facilities in conjunction with the
roadway or in the CP Rail corridor that bisects and runs adjacent to the Redevelopment
Area; ponding and storm sewer facilities that meet current environmental standards; and
water and sanitary sewer upgrades to meet current and future needs.
Area A-1
Proposed land uses for Area A-1 include commercial and office development consistent
with its location near the key intersection of Douglas Drive and Duluth Street. The goal of
redevelopment would be to provide high-quality uses and reduce the number of access
points on both Douglas Drive and Duluth Street.
Area A-2
The focus of Area A-2 would remain residential, but in keeping with the 2009
Comprehensive Plan, higher density housing could replace existing single-family, duplex
and triplex housing. The goal of replacement housing would be to provide high-quality life-
cycle housing that provides a greater range of housing options for Golden Valley residents
and to reduce the number of access points on Douglas Drive.
Area A-3
In Area A-3 the objective has been to maximize CenterPoint’s use of the site while keeping
access points on Douglas Drive to a minimum. Expanded CenterPoint facilities like the
operation facility built in 2015 complement the existing peaking facilities at this site and
increase the intensity of land usage, enhance the tax base and bring additional employees
to the corridor.
Area A-4
The objective in Area A-4 would focus on eliminating blight, maximizing land use, and
minimizing incompatible land uses. Plans to relocate the Tennant offices from their current
location at the southwest corner of Douglas Drive and Golden Valley Road to sit on the
8
same block as the other Tennant-owned parcels will group related uses together for more
efficient land use and open up the under-utilized office site for redevelopment, potentially
as a mixed-use project which could bring housing or commercial development to the
corridor. The redevelopment of the Tennant Headquarters will revitalize a blighted
industrial area, maximize land use, enhance water quality in the Bassett Creek Watershed,
and improve the wellbeing of the corridor and the community as a whole.
9
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Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
July 11, 2017
Agenda Item
8. Consider First Amendment to the Development Agreement with Liberty Crossing Development
Partners, LLC
Prepared By
Marc Nevinski, Physical Development Director
Summary
The Housing Redevelopment Authority (HRA) is asked to consider an amendment to the
development agreement with Liberty Crossing Investment Partners, LLC. The amendment
includes the following modifications:
First, the amendment extends the project completion date of the apartment building and
townhomes from October 31, 2017, and June 30, 2017, respectively, to December 31, 2017. The
extension does not impact Tax Increment Financing (TIF) revenue or the minimum assessment
agreements.
Secondly, the development agreement did not allow for a reduction in securities as the project
progressed. Such reductions are typical in development agreements. The developer has asked for
the consideration of a reduction in light of the progress of the project. The amendment reduces
the amount of the developer's letter of credit from $3,500,000 to $2,500,000.
Third, the amendment provides for City supplied piping in order to expeditiously complete the
watermain loop in the area to ensure adequate fire protection and protection of the City's
watermain in the event of a large water draw.
In exchange, the developer has agreed to submit several plans and documents that are needed to
finish the project. These include utilities plans, plans for a private retaining wall, and execution of
a maintenance agreement for the flood storage area. The plans and documents have been
received and determined acceptable. The developer has also submitted a deposit for legal fees
associated with amending the development agreement.
Attachments
• First Amendment to Liberty Crossing Private Development Agreement (5 pages)
Recommended Action
Motion to approve the First Amendment to the Development Agreement with Liberty Crossing
Development Partners, LLC.
FIRST AMENDMENT
TO
LIBERTY CROSSING PRIVATE DEVELOPMENT AGREEMENT
THIS FIRST AMENDMENT TO LIBERTY CROSSING PRIVATE
DEVELOPMENT AGREEMENT ("Amendment"), is made and entered into, effective as
of , 2017, 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 3020 France Avenue South,
Minneapolis, Minnesota 55416 ("Developer").
WHEREAS, the HRA and Developer entered into that certain Liberty Crossing
Private Development Agreement, effective April 29, 2016, recorded as Document No.
T05343990 in the Office of the Hennepin County Registrar of Titles ("Private
Development Agreement"), concerning the Development Property legally described in
attached Exhibit A; and
WHEREAS, the HRA and Developer wish to make certain changes to the Private
Development Agreement as set forth herein;
NOW, THEREFORE, in consideration of the foregoing, and in consideration of
the mutual terms and conditions contained herein, the parties hereby agree as follows:
1. All capitalized terms used but not defined herein shall have the meanings
given to them in the Private Development Agreement.
2. The following new paragraph is added at the end of Section 3.3 of the
Private Development Agreement:
The City will provide to Developer, on or before August 31, 2017, up to
$20,000 of plastic HDPE water main piping, at the City's uninstalled cost,
to assist Developer in promptly completing the water supply loop for the
Project, in order to provide adequate fire protection to the Project and
protect the structural integrity of the City's water system in the event of
large draws of water.
3. Section 4.2 of the Private Development Agreement is revised to change
the completion date for 100 percent (100%) of the apartment building Improvements to
on or before December 31, 2017, and to change the completion date for 100 percent
(100%) of the townhomes Improvements to on or before December 31, 2017.
Developer agrees that these changes to the completion dates as set forth herein shall
not in any way affect the Assessment Agreements, including the dates by which certain
minimum market values are required under the Assessment Agreements.
4. Section 4.6 of the Private Development Agreement is revised to change
the amount of the irrevocable letter of credit required to be maintained by Developer
with the HRA under Section 4.6 from $3,500,000 to $2,500,000.
5. On or before the execution of this Amendment by both Parties, Developer
has taken the following actions:
a. Submission of final construction plans reasonably acceptable to the
City for construction by Developer, at its sole cost, of the retaining
wall located at the entrance to the underground parking garage on
the Development Property;
b. Submission of final construction plans reasonably acceptable to the
City for construction by Developer, at its sole cost, of the utilities on
the northern portion of the Development Property;
C. Execution and delivery to the City of the Maintenance Agreement
required under the P.U.D. Development Agreement attached as
Exhibit G to the Development Agreement, which the City shall also
execute; and
d. Payment to the HRA of the reasonable attorney's fees and
expenses incurred by the HRA in connection with this Amendment
and the matters referred to in this Amendment, subject to a cap of
$5,000.
6. Except as amended hereby, the Private Development Agreement
continues in full force and effect. In the event of any conflict between the terms,
conditions and provisions of the Private Development Agreement and this Amendment,
the terms, conditions and provisions of this Amendment shall prevail. This Amendment
may be executed in one or more counterparts, each of which shall for all purposes be
deemed to be an original and all of which shall together constitute one and the same
instrument.
[REMAINDER OF PAGE LEFT INTENTIONALLY BLANK;
SIGNATURE PAGE FOLLOWS]
E
IN WITNESS WHEREOF, the HRA has caused this Amendment to be duly
executed in its name and behalf and Developer has caused this Amendment 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
And
Andy Snope, Chair
Timothy J. Cruikshank, Director
LIBERTY CROSSING INVESTMENT PARTNERS,
LLC
NM
Todd Schachtman, Chief Manager
STATE OF MINNESOTA
ss
COUNTY OF HENNEPIN
The foregoing instrument was acknowledged before me this day of
2017, by Andy Snope, 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
3
STATE OF MINNESOTA
ss
COUNTY OF HENNEPIN
The foregoing instrument was acknowledged before me this -� �r'� day
of M ' 2017, by Todd Schachtman, Chief Manager of Liberty
Crossing Inve ment Partners, LLC, a Minnesota limited liability company, on behalf of
the limited liability company.
/: •wv .. DREW MICHAEL MZAMA A�
. NOTARY PUBLICMISSION EXPIRES
Not Public
MY COMMISSION(PIRES 1I311�21
DRAFTED BY:
Best & Flanagan LLP (CCB)
60 South Sixth Street, Suite 2700
Minneapolis, Minnesota 55402
011800/315002/2609678_4
El
EXHIBIT A
LEGAL DESCRIPTION FOR DEVELOPMENT PROPERTY
Lots 1-57, Block 1, Liberty Crossing P.U.D. No. 123, Hennepin County, Minnesota.
Down loads\201 7\Liberty Crossing\First Amendment to Private Development Agreement (Liberty Crossing)-
2609.ZPAComments.a1.doc
Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
July 11, 2017
Agenda Item
9. Execution of a Tax Increment Pledge Agreement with the City regarding $1,935,000 General
Obligation Tax Increment and Improvement Bonds, Series B
Prepared By
Sue Virnig, Finance Director
Summary
On July 20, the City approved the Sale of $1,935,000 General Obligation Tax Increment Bonds for
the Highway 55 West Area improvements. The Resolution for consideration by the Housing and
Redevelopment Authority (HRA) will provide for the approval of the pledge agreement. This
agreement will allow the City to act as an agent for the HRA to collect tax increment and make
debt service payments. All funds will be accounted for separately.
Attachments
•Resolution Authorizing Execution of A Tax Increment Pledge Agreement with the City of
Golden Valley Regarding Approximately $1,935,000 General Obligation Tax Increment and
Improvement Bonds, Series B (2 pages)
•Tax Increment Pledge Agreement (25 pages)
Recommended Action
Motion to adopt Resolution Authorizing Execution of a Tax Increment Pledge Agreement with the
City of Golden Valley Regarding $1,935,000 General Obligation Tax Increment and Improvement
Bonds, Series B.
Resolution 17-05 July 11, 2017
Commissioner introduced the following resolution and moved tits adoption:
RESOLUTION AUTHORIZING EXECUTION OF A TAX INCREMENT
PLEDGE AGREEMENT WITH THE CITY OF GOLDEN VALLEY REGARDING
APPROXIMATELY $1,935,000 GENERAL OBLIGATION TAX INCREMENT AND
IMPROVEMENT BONDS, SERIES 2017B
WHEREAS, the City of Golden Valley, Minnesota (the “City”) proposes to issue its
approximately $1,935,000 General Obligation Tax Increment and Improvement Bonds,
Series 2017A (the “Bonds”); and
WHEREAS, the City and the Housing and Redevelopment Authority of the City of
Golden Valley (“HRA”) previously established Highway 55 West Redevelopment Area (the
“Redevelopment Project Area”), which is a “redevelopment project” under Minnesota
Statutes, Sections 469.001 to 469.047 (the “HRA Act”); and
WHEREAS, within the Redevelopment Project Area, the City and HRA have
approved the establishment of Tax Increment Financing (Renewal and Renovation) District
within Highway 55 West Redevelopment Project Area (the “TIF District”) and approved the
Modification No. 2 to the Tax Increment Financing Plan for Tax Increment Financing
(Renewal and Renovation) District within Highway 55 West Redevelopment Project Area
(the “TIF Plan”) for the TIF District, all pursuant to Minnesota Statutes, Sections 469.174 to
469.1794 (the “TIF Act”); and
WHEREAS, the City is authorized by section 469.178 of the TIF Act and the TIF
Plan to issue and sell its general obligation tax increment revenue bonds to pay all or a
portion of the public redevelopment costs identified in the TIF Plan (the “TIF Project”); and
WHEREAS, the HRA has agreed to pledge certain revenues to the City for the
principal and interest on the TIF Bonds portion of the Bonds; and
WHEREAS, there has been presented to the HRA a Tax Increment Pledge
Agreement between the HRA and the City to be dated as of the date of delivery of the
Bonds (the “Pledge Agreement”) providing for the pledge of certain tax increments
revenues from the TIF District, to payment of principal and interest on the Bonds.
NOW, THEREFORE, BE IT RESOLVED by the Board of Commissioners (the
“Board”) of the HRA, as follows:
1. The Pledge Agreement is hereby approved in substantially the form on file in City
Hall, subject to modifications approved by the Chair and Director. The Chair and Director of
the HRA are hereby authorized to execute and deliver the Pledge Agreement; provided that
execution of the Pledge Agreement by those officials will be conclusive evidence of their
approval.
Resolution 17-05 -2-July 11, 2017
2. The staff of the City is authorized and requested to file a fully executed copy of
the Pledge Agreement with the County Auditor of Hennepin County pursuant to Minnesota
Statutes, Section 469.178, Subdivision 2.
_____________________________
Andy Snope, Chair
ATTEST:
_____________________________
Timothy J. Cruikshank, Executive Director
The motion for the adoption of the foregoing resolution was seconded by Commissioner
and upon a vote being taken thereon, the following voted in favor thereof:
the following voted against the same:
whereupon said resolution was declared duly passed and adopted, signed by the Chair and
his signature attested by the Executive Director.
1
TAX INCREMENT PLEDGE AGREEMENT
THIS AGREEMENT, entered into as of the 20
th day of July, 2017, by and
between the City of Golden Valley, a Minnesota municipal corporation (the “City”), and
the Housing and Redevelopment Authority of the City of Golden Valley, a public body
corporate and politic created and existing under the provisions of Minnesota Statutes,
Sections 469.090 to 469.1082 (the “HRA”), witnesseth that:
A. WHEREAS, the City and the HRA previously established the Highway 55
West Redevelopment Area (the “Redevelopment Project Area”), which is a
“redevelopment project” under Minnesota Statutes, Sections 469.001 to 469.047 (the
“HRA Act”);
B. WHEREAS, within the Redevelopment Project Area, the City and HRA have
established Tax Increment Financing (Renewal and Renovation) District within Highway
55 West Redevelopment Project Area (the “TIF District”) and approved the Modification
No. 2 to the Tax Increment Financing Plan for Tax Increment Financing (Renewal and
Renovation) District within Highway 55 West Redevelopment Project Area (the “TIF
Plan”) for the TIF District, all pursuant to Minnesota Statutes, Sections 469.174 to
469.1794 (the “TIF Act”);
C. WHEREAS, the City is authorized by section 469.178 of the TIF Act and the
TIF Plan to issue and sell its general obligation tax increment revenue bonds to pay all
or a portion of the public redevelopment costs identified in the TIF Plan (the “TIF
Project”);
D. WHEREAS, the City Council of the City has, on June 20, 2017, adopted a
resolution which is attached as Exhibit A hereto (the “Bond Resolution”) awarding the
sale of the City’s approximately $1,935,000 General Obligation Tax Increment and
Improvement Bonds, Series 2017A (the “Bonds”) to finance, among other things, the
TIF Project;
E. WHEREAS, it is necessary and desirable that the City and the HRA enter into
a tax increment pledge agreement pursuant to which a portion of the tax increments
derived from the TIF District will be pledged to the Bonds; and
F. WHEREAS, pursuant to Section 469.178, Subdivision 2 of the TIF Act, any
agreement to pledge tax increment revenues must be made by written agreement by
and between the HRA and the City and must be filed with the Taxpayer Services
Division Manager of Hennepin County.
NOW, THEREFORE, the City and the HRA, each in consideration of the mutual
covenants and agreements herein contained, covenant and agree as follows:
1. Pledge of Tax Increments; Coverage Test. The HRA pledges to the payment
of the TIF Bonds portion of the Bonds (as defined in the Bond Resolution) the tax
increments derived from the TIF District which are not otherwise pledged to other
obligations of the TIF District in an amount at least equal to the debt service on the TIF
Bonds (collectively, the “Available Tax Increments”).
2
2. Remittance; Segregation; Reservation of Rights. All Available Tax Increments
shall be remitted directly to the City and the City, acting as agent of the HRA, shall
segregate Available Tax Increments so received in a special account on its official
books and records. The HRA reserves the right to alter the pledge of tax increments as
set forth in the Resolution. The City’s Finance Director is authorized and directed to
determine the exact source and amount of pledged revenues used to make each
interest payment, and to maintain accounts evidencing such draws.
3. Filing; Computation and Collection. Pursuant to Section 469.178, Subdivision
2 of the TIF Act, an executed copy of this Agreement shall be filed with the Taxpayer
Services Division Manager of Hennepin County (the “Taxpayer Services Division
Manager”) and shall constitute the request and authorization of the HRA and the City to
the Taxpayer Services Division Manager to compute and collect the Tax Increments in
accordance with the provisions of this Agreement and Minnesota Statutes, Section
469.177 and to remit the same to the HRA.
3
IN WITNESS WHEREOF, the City and the HRA have caused this Agreement to
be duly executed on their behalf, and such signatures and seal to be attested, as of the
day and year first above written.
CITY OF GOLDEN VALLEY, MINNESOTA
By_________________________________
Mayor
By_________________________________
Manager
4
HOUSING AND REDEVELOPMENT
AUTHORITY OF THE CITY OF GOLDEN
VALLEY
By_________________________________
Chair
By_________________________________
Director
5
EXHIBIT A
Bond Resolution
Resolution 17-39
June 20, 2017
Member Schmidgall introduced the following resolution and moved its adoption:
RESOLUTION AWARDING THE SALE OF $1,935,000 GENERAL OBLIGATION
TAX INCREMENT ANDIMPROVEMENT BONDS, SERIES 2017B FIXING THEIR
FORM AND SPECIFICATIONS; DIRECTING THEIR EXECUTION AND DELIVERY;
AND PROVIDING FOR THEIR PAYMENT.
BE IT RESOLVED By the City Council of the City of Golden Valley, Minnesota (the "City") in
a regular meeting assembled as follows:
SECTION 1. Sale of Bonds
1.01. Improvement Bonds. It is determined that:
(a) assessable public infrastructure improvements (the "Improvement Project")
have been duly ordered by the City;
(b) the City is authorized by Minnesota Statutes, Chapter 429 (the "Improvement
Act"), to finance all or a portion of the cost of the Improvement Project by the issuance of
general obligation bonds of the City payable from special assessments levied against benefited
property and ad valorem taxes.
1.02. Tax Increment Bonds. It is also determined that:
(a) the City and the Housing and Redevelopment Authority of the City of Golden
Valley (the "HRA") have duly established the Highway 55 West Redevelopment Area (the
"Redevelopment Project Area") which is a "redevelopment project" under Minnesota
Statutes, Sections 469.001 to 469.047, as amended (the "HRA Act");
(b) the City and the HRA have duly established the Tax Increment Financing
(Renewal and Renovation) District within Highway 55 West Redevelopment Project
Area (the "TIF District") within the Redevelopment Project Area pursuant to the Minnesota
Statutes, Sections 469.174 through 469.1794, as amended (the "TIF Act");
(c) the City is authorized by Section 469.178 of the TIF Act to issue and sell its
general obligation bonds to pay all or a portion of the public redevelopment costs (the
"TIF Project") identified in the Modification No. 2 to the Tax Increment Financing Plan for
Tax Increment Financing (Renewal and Renovation) District within Highway 55 West
Redevelopment Project Area (the "TIF Plan");
1.03. Authorization to Negotiate. The City is authorized by Minnesota Statutes, Section
475.60, subdivision 2(9) to negotiate the sale of the Bonds, it being determined that the City has
retained a municipal advisor in connection with such sale. The City has retained Springsted
Incorporated (the "Municipal Advisor") as its municipal advisor in connection with the sale of the
Bonds and the actions of the City staff and the City's municipal advisor in negotiating the sale of
the Bonds are ratified and confirmed in all aspects.
1.04. Issuance of Bonds. The City has determined that it is necessary and expedient to the
sound financial management of the affairs of the City to issue general obligation improvement
bonds (the "Improvement Bonds") and general obligation tax increment bonds (the "TIF Bonds") as
Resolution No. 17-39 -2- June 20, 2017
one issue of bonds entitled the General Obligation Tax Increment and Improvement Bonds, Series
2017B (the "Bonds"), in the original aggregate principal amount of $1,935,000, to provide financing
for the Improvement Project and the TIF Project.
1.05. Award to the Purchaser and Interest Rates. The proposal of Robert W. Baird &
Company, Inc. in Milwaukee, Wisconsin (the "Purchaser") to purchase the Bonds is hereby found
and determined to be a reasonable offer and is hereby accepted, the proposal being to purchase
the Bonds at a price of $1,992,467.25 plus accrued interest to date of delivery, for Bonds bearing
interest as follows:
Year Interest Year Interest
Rate Rate
2019
2.00%
2020
2.00%
2021
2.00%
2022
2.00%
2023
2.00%
2024
2.00%
2025
4.00%
2026
2.25%
2027
2.50%
2028
2.50%
1.06 Purchase Contract. Any original issue premium and any rounding amount shall be
credited to the Improvement Account or the TIF Account of the Debt Service Fund, the
Improvement Project Construction Fund, or the TIF Project Construction Fund hereinafter created
under Section 3.01 hereof, as determined by the City's Municipal Advisor and the City Finance
Director. The City Finance Director is directed to retain the good faith check of the Purchaser,
pending completion of the sale of the Bonds. The Mayor and City Clerk are directed to execute a
contract with the Purchaser on behalf of the City.
1.07. Terms and Principal Amounts of the Bonds. The City will forthwith issue and sell the
Bonds pursuant to Improvement Act, the TIF Act and Minnesota Statutes, Chapter 475,
(collectively, the "Act"), in the total principal amount of $1,935,000, originally dated the date of
issuance, the Bonds being in fully registered form and issued in the denomination of $5,000 or any
integral multiple thereof, numbered No. R-1 and upward, bearing interest as above set forth, and
maturing on February 1 in the years and amounts as follows:
Year
Amount
2019
$ 95,000
2020
200,000
2021
200,000
2022
205,000
2023
200,000
Year Amount
2024
$200,000
2025
205,000
2026
210,000
2027
210,000
2028
210,000
$765,000 of the Bonds (the "Improvement Bonds") maturing in the amounts and on the dates set
forth below are being issued to finance certain public improvement costs which are secured by
special assessments against property benefited by such improvements (the "Assessments"):
Year of
Year of
Maturity
Amount
Maturity
Amount
2019
$80,000
2024
$75,000
2020
80,000
2025
75,000
2021
80,000
2026
75,000
2022
80,000
2027
75,000
2023
75,000
2028
70,000
Resolution No. 17-39 -3- June 20, 2017
The remaining $1,170,000 of the Bonds (the "TIF Bonds") maturing in the amounts and on the
dates set forth below are being issued to finance the certain public improvement costs within the
TIF District which are secured by certain tax increments derived from or transferred into the TIF
District to the extent pledged to the City by the EDA pursuant to the Pledge Agreement defined in
Section 3.04 ("Pledged Tax Increments"):
Year of
Year of
Maturity
Amount
Maturity
Amount
2019
$ 15,000
2024
$125,000
2020
120,000
2025
130,000
2021
120,000
2026
135,000
2022
125,000
2027
135,000
2023
125,000
2028
140,000
As may be requested by the Purchaser, one or more term Bonds ("Term Bonds") may be issued
having mandatory sinking fund redemption and final maturity amounts conforming to the foregoing
principal repayment schedule, and corresponding additions may be made to the provisions of the
applicable Bond(s).
1.08. Optional Redemption. The City may elect on February 1, 2025, and on any day
thereafter to prepay Bonds due on or after February 1, 2026. Redemption may be in whole or in
part and if in part, at the option of the City and in such manner as the City will determine. If less
than all Bonds of a maturity are called for redemption, the City will notify DTC (as defined in
Section 6 hereof) of the particular amount of such maturity to be prepaid. DTC will determine by lot
the amount of each participant's interest in such maturity to be redeemed and each participant will
then select by lot the beneficial ownership interests in such maturity to be redeemed. Prepayments
will be at a price of par plus accrued interest.
SECTION 2. Form; Registration.
2.01. Registered Form. The Bonds will be issued only in fully registered form. The interest
thereon and, upon surrender of each Bond, the principal amount thereof is payable by check or
draft issued by the Registrar described herein.
2.02. Dates; Interest Payment Dates. Each Bond will be dated as of the last interest
payment date preceding the date of authentication to which interest on the Bond has been paid or
made available for payment, unless (i) the date of authentication is an interest payment date to
which interest has been paid or made available for payment, in which case the Bond will be dated
as of the date of authentication, or (ii) the date of authentication is prior to the first interest payment
date, in which case the Bond will be dated as of the date of original issue. The interest on the
Bonds is payable on February 1 and August 1 of each year, commencing February 1, 2018, to the
registered owners of record as of the close of business on the 15th day of the immediately
preceding month, whether or not that day is a business day.
2.03. Registration. The City will appoint a bond registrar, transfer agent, authenticating
agent and paying agent (the "Registrar"). The effect of registration and the rights and duties of the
City and the Registrar with respect thereto are as follows:
(a) Register. The Registrar will keep at its principal corporate trust office a bond
register in which the Registrar will provide for the registration of ownership of Bonds and the
Resolution No. 17-39 -4- June 20, 2017
registration of transfers and exchanges of Bonds entitled to be registered, transferred or
exchanged.
(b) Transfer of Bonds. Upon surrender for transfer of any Bond duly endorsed by the
registered owner thereof or accompanied by a written instrument of transfer, in form
satisfactory to the Registrar, duly executed by the registered owner thereof or by an attorney
duly authorized by the registered owner in writing, the Registrar will authenticate and
deliver, in the name of the designated transferee or transferees, one or more new Bonds of
a like aggregate principal amount and maturity, as requested by the transferor. The
Registrar may, however, close the books for registration of any transfer after the 15th day of
the month preceding each interest payment date and until that interest payment date.
(c) Exchange of Bonds. Whenever any Bonds are surrendered by the registered owner
for exchange the Registrar will authenticate and deliver one or more new Bonds of a like
aggregate principal amount and maturity as requested by the registered owner or the
owner's attorney in writing.
(d) Cancellation. Any Bonds surrendered upon a transfer or exchange will be promptly
cancelled by the Registrar and thereafter disposed of as directed by the City.
(e) Improper or Unauthorized Transfer. When any Bond is presented to the Registrar
for transfer, the Registrar may refuse to transfer the Bond until the Registrar is satisfied that
the endorsement on such Bond or separate instrument of transfer is valid and genuine and
that the requested transfer is legally authorized. The Registrar will incur no liability for the
refusal, in good faith, to make transfers which it, in its judgment, deems improper or
unauthorized.
(f) Persons Deemed Owners. The City and the Registrar may treat the person in
whose name any Bond is at any time registered in the bond register as the absolute owner
of such Bond, whether such Bond is overdue or not, for the purpose of receiving payment
of, or on account of, the principal of and interest on such Bond and for all other purposes,
and all such payments so made to any such registered owner or upon the owner's order will
be valid and effectual to satisfy and discharge the liability upon the Bond to the extent of the
sum or sums to be paid.
(g) Taxes, Fees and Charges. The Registrar may impose a charge upon the owner
thereof for every transfer or exchange of Bonds, sufficient to reimburse the Registrar for any
tax, fee or other governmental charge required to be paid with respect to such transfer or
exchange.
(h) Mutilated, Lost, Stolen or Destroyed Bonds. In case any Bond becomes mutilated
or be destroyed, stolen or lost, the Registrar will deliver a new Bond of like amount, number,
maturity date and tenor in exchange and substitution for and upon cancellation of any such
mutilated Bond or in lieu of and in substitution for any such Bond destroyed, stolen or lost,
upon the payment of the reasonable expenses and charges of the Registrar in connection
therewith; and, in the case of a Bond destroyed, stolen or lost, upon filing with the Registrar
of evidence satisfactory to it that such Bond was destroyed, stolen or lost, and of the
ownership thereof, and upon furnishing to the Registrar an appropriate bond or indemnity in
form, substance and amount satisfactory to it and as provided by law, in which both the City
Resolution No. 17-39 -5- June 20, 2017
and the Registrar will be named as obligees. All Bonds so surrendered to the Registrar will
be cancelled by the Registrar and evidence of such cancellation must be given to the City. If
the mutilated, destroyed, stolen or lost Bond has already matured or been called for
redemption in accordance with its terms it will not be necessary to issue a new Bond prior to
payment.
(i) Redemption. In the event any of the Bonds are called for redemption, notice thereof
identifying the Bonds to be redeemed will be given by the Registrar by mailing a copy of the
redemption notice by first class mail (postage prepaid) not less than 30 days prior to the
date fixed for redemption to the registered owner of each Bond to be redeemed at the
address shown on the registration books kept by the Registrar and by publishing the notice
if required by law. Failure to give notice by publication or by mail to any registered owner, or
any defect therein, will not affect the validity of the proceedings for the redemption of Bonds.
Bonds so called for redemption will cease to bear interest after the specified redemption
date, provided that the funds for the redemption are on deposit with the place of payment at
that time.
2.04. Appointment of Initial Registrar. The City appoints U.S. Bank National Association, St.
Paul, Minnesota, as the initial Registrar. The Mayor and the City Clerk are authorized to execute
and deliver, on behalf of the City, a contract with the Registrar. Upon merger or consolidation of
the Registrar with another corporation, if the resulting corporation is a bank or trust company
authorized by law to conduct such business, the resulting corporation will be authorized to act as
successor Registrar. The City agrees to pay the reasonable and customary charges of the
Registrar for the services performed. The City reserves the right to remove the Registrar upon 30
days' notice and upon the appointment of a successor Registrar, in which event the predecessor
Registrar must deliver all cash and Bonds in its possession to the successor Registrar and must
deliver the bond register to the successor Registrar. On or before each principal or interest due
date, without further order of this City Council, the City Finance Director will transmit to the
Registrar moneys sufficient for the payment of all principal and interest then due.
2.05. Execution, Authentication and Delivery. The Bonds will be prepared under the
direction of the City Finance Director and will be executed on behalf of the City by the signatures of
the Mayor and the City Clerk, provided that all signatures may be printed, engraved or lithographed
facsimiles of the originals. If an officer whose signature or a facsimile of whose signature appears
on the Bonds will cease to be such officer before the delivery of any Bond, that signature or
facsimile will nevertheless be valid and sufficient for all purposes, the same as if the officer had
remained in office until delivery. Notwithstanding such execution, no Bond will be valid or
obligatory for any purpose or entitled to any security or benefit under this Resolution unless and
until a certificate of authentication on a Bond has been duly executed by the manual signature of
an authorized representative of the Registrar. Certificates of authentication on different Bonds
need not be signed by the same representative. The executed certificate of authentication on each
Bond will be conclusive evidence that it has been authenticated and delivered under this
Resolution. When the Bonds have been so prepared, executed and authenticated, the City
Finance Director will deliver the same to the Purchaser thereof upon payment of the purchase
price in accordance with the contract of sale heretofore made and executed, and the Purchaser will
not be obligated to see to the application of the purchase price.
2.06. Temporary Bonds. The City may elect to deliver in lieu of printed definitive Bonds one
or more typewritten temporary Bonds in substantially the form set forth in Exhibit B with such
Resolution No. 17-39 -6- June 20, 2017
changes as may be necessary to reflect more than one maturity in a single temporary bond. Upon
the execution and delivery of definitive Bonds the temporary Bonds will be exchanged therefor and
cancelled.
2.07. Form of Bonds. The Bonds will be printed or typewritten in substantially the form
attached hereto as Exhibit B.
2.08. Approving Legal Opinion. The City Finance Director will obtain a copy of the proposed
approving legal opinion of Kennedy & Graven, Chartered, Minneapolis, Minnesota, which will be
complete except as to dating thereof and will cause the opinion to be printed on or accompany
each Bond.
SECTION 3. Payment; Security; Pledges and Covenants.
3.01. (a) Debt Service Fund and Accounts Maintained in the Debt Service Fund. The
Bonds are payable from the Tax Increment and Improvement Bonds, Series 2017B Debt
Service Fund (the "Debt Service Fund") hereby created. The City will maintain an
Improvement Project Account (the "Improvement Account") and a Tax Increment Project
Account (the "TIF Account") in the Debt Service Fund.
(b) Improvement Account. The City Finance Director will timely deposit, except as
provided in Section 3.01(d), in the Improvement Account the special assessments
levied against the property specially benefited by the Improvements (the "Assessments")
and taxes levied or to be levied and allocated to the payment of debt service on the
Improvement Bonds (the "Taxes"), which Assessments and Taxes are pledged to that
account of the Debt Service Fund, except as provided in Section 3.01(d). There is also
appropriated to the Improvement Account of the Debt Service Fund (i) a pro rata portion any
amount over the minimum purchase price paid by the Purchaser, to the extent designated
for deposit in the to the Improvement Account of the Debt Service Fund in accordance with
Section 1.06 hereof; (ii) all investment earnings on funds in the Improvement Account; and
(iii) any and all other moneys which are properly available and are appropriated by the City
Council to the Improvement Account. If a payment of principal or interest on the
Improvement Bonds portion of the Bonds becomes due when there is not sufficient money
in the Improvement Account to pay the same, the City Finance Director is directed to pay
such principal or interest from the general fund of the City, and the general fund will be
reimbursed for those advances out of the proceeds of Assessments and Taxes when
received.
(c) TIF Account. The City Finance Director will timely deposit in the TIF Account the
Pledged Tax Increments that are pledged to that account of the Debt Service Fund.
There is also appropriated to the Improvement Account of the Debt Service Fund (i) a pro
rata portion any amount over the minimum purchase price paid by the Purchaser, to the
extent designated for deposit in the to the TIF Account of the Debt Service Fund in
accordance with Section 1.06 hereof; (ii) all investment earnings on funds in the TIF
Account; and (iii) any and all other moneys which are properly available and are
appropriated by the City Council to the TIF Account. If a payment of principal or interest on
the TIF Bonds portion of the Bonds becomes due when there is not sufficient money in the
TIF Account to pay the same, the City Finance Director is directed to pay such principal or
Resolution No. 17-39 -7- June 20, 2017
interest from the general fund of the City, and the general fund will be reimbursed for
those advances out of the proceeds of Pledged Tax Increments when collected.
(d) Improvement Project Construction Fund. Proceeds of the Improvement Bonds, less
the appropriations made in Section 3.01(b) hereof, together with any other funds
appropriated for the Improvement Project and the Assessments and Taxes collected
during the construction of the Assessable Improvements, will be deposited in an separate
construction fund (the "Improvement Project Construction Fund") to be used solely to defray
expenses of the Improvement Project and the payment of principal of and interest on the
Improvement Bonds prior to the completion and payment of all costs of the Improvement
Project. Any balance remaining in the Improvement Project Construction Fund after
completion of the Improvement Project may be used to pay the cost in whole or in part of
any other improvement instituted under the Improvement Act, under the direction of the City
Council. Unless otherwise provided by the City Council, when the Improvement Project is
completed and the cost thereof paid, the Improvement Project Construction Fund is to be
closed and any subsequent collections of the Assessments are to be deposited in the
Improvement Account of the Debt Service Fund.
(e) TIF Project Construction Fund. Proceeds of the Bonds, less the appropriations
made in paragraph (c), together with any other funds appropriated by the City for the TIF
Project will be deposited in an separate construction fund (the "TIF Project Construction
Fund") to be used solely to defray expenses of the TIF Project and the payment of principal
and interest on the Bonds prior to the completion and payment of all costs of the TIF
Project. When the TIF Project is complete and the cost thereof paid, the TIF Project
Construction Fund will be closed and any balance therein will be deposited in the TIF
Account of the Debt Service Fund.
3.02. Covenants Relating to Assessments. It is hereby determined that the Improvement
Project will directly and indirectly benefit abutting property, and the City hereby covenants with the
holders from time to time of the Bonds as follows:
(a) The City has caused or will cause the Assessments for the Improvement
Project to be promptly levied so that the first installment will be collectible not later than
2018 and will take all steps necessary to assure prompt collection, and the levy of the
Assessments is hereby authorized. The City Council will cause to be taken with due
diligence all further actions that are required for the construction of each improvement
financed wholly or partly from the proceeds of the Improvement Bonds portion of the
Bonds, and will take all further actions necessary for the final and valid levy of the
Assessments and the appropriation of any other funds needed to pay the Improvement
Bonds portion of the Bonds and interest thereon when due.
(b) In the event of any current or anticipated deficiency in Assessments and
Improvement Bond Taxes, the City Council will levy additional ad valorem taxes in the
amount of the current or anticipated deficiency.
(c) The City will keep complete and accurate books and records showing: receipts and
disbursements in connection with the Improvement Project, Assessments levied therefor
and other funds appropriated for their payment, collections thereof and disbursements
therefrom, monies on hand and, the balance of unpaid Assessments.
Resolution No. 17-39 -8- June 20, 2017
(d) The City will cause its books and records to be audited at least annually and will
furnish copies of such audit reports to any interested person upon request.
3.03. Pledge of Taxes. The principal of and interest on the Bonds will be paid in part from
Assessments, Pledged Tax Increments and Taxes. It is determined that at least 20% of the cost of
the Improvement Project will be specially assessed against benefited properties and that 100% of
the cost of the TIF Project will be paid from Pledged Tax Increments.
(a) For the purpose of paying the principal of and interest on the Improvement Bonds
portion of the Bonds, there is hereby levied a direct annual irrepealable ad valorem tax upon
all of the taxable property in the City, which will be spread upon the tax rolls and collected
with and as part of other general taxes of the City. Such Taxes will be credited to the
Improvement Account above provided and will be in the years and amounts as follows (year
stated being year of levy for collection the following year):
Year Levy
(See Exhibit C)
The tax levy herein provided will be irrepealable until all of the Improvement Bonds
are paid, provided that the City Finance Director may annually, at the time the City makes its
tax levies, certify to the Taxpayer Services Division Manager the amount available in the
Improvement Account of the Debt Service Fund to pay principal and interest due during the
ensuing year on the Improvement Bonds, and the Taxpayer Services Division Manager will
thereupon reduce the levy collectable during such year by the amount so certified.
3.04. Pledge Agreement. A Tax Increment Pledge Agreement between the City and the
HRA (the "Pledge Agreement") is hereby approved and shall be executed in substantially the form
on file with the City, with such additions, deletions, and other changes as are approved by the City
Clerk. The Pledge Agreement is to be executed and delivered in order to satisfy the requirements
of Minnesota Statutes, Section 469.178, subdivision 2, and Sections 475.58, Subdivision 1, and
475.61, subdivision 1, of the Act. The Pledge Agreement creates rights in the City and the HRA but
is not intended to create duties or obligations of the City or the HRA to any other persons
(including the beneficial or registered owners of the Bonds) with respect to the Pledged Tax
Increments or other revenues described or referenced in the Pledge Agreement, except to the
extent required by applicable law, and is not intended to create rights in or claims by any other
persons (including the beneficial or registered owners of the Bonds) with respect to the Pledged
Tax Increments or other revenues described or referenced in the Pledge Agreement, except to the
extent required by applicable law. The City and the HRA may pledge Pledged Tax Increments to
any other obligation on a parity basis with the pledge hereunder, and may release the pledge of
any tax increments hereunder, including release of any parcel within any of the TIF District, so long
as the remaining pledged tax increments are reasonably expected to pay at least 20% of the
principal and interest when due on the outstanding Bonds.
3.05 Tax Increments. The City hereby appropriates Pledged Tax Increments to the TIF
Account of the Debt Service Fund, which appropriation is sufficient to pay more than 20% of the
principal of an interest on the TIF Bonds and shall continue until all of the TIF Bonds and any
additional bonds payable from the Debt Service Account, are paid or discharged. The City hereby
expressly reserves the right to use the Pledged Tax Increments to pay principal and interest on the
Resolution No. 17-39 -9- June 20, 2017
TIF Bonds and to finance other costs set forth in the applicable TIF Plan not financed hereby or to
finance costs of other projects to be undertaken from time to time within the Redevelopment
Project Area in accordance with the Redevelopment Plan therefor and the TIF Plan, as they may
from time to time be amended.
3.06. Certification to Taxpayer Services Division Manager of Hennepin County as to Debt
Service Fund Amount. It is hereby determined that the estimated collections of Assessments,
Pledged Tax Increments, and the foregoing Taxes will produce at least 5% in excess of the
amount needed to meet, when due, the principal and interest payments on the Bonds. The tax levy
herein provided is irrepealable until all of the Bonds are paid, provided that at the time the City
makes its annual tax levies the City Finance Director may certify to the Taxpayer Services Division
Manager of Hennepin County (the "Taxpayer Services Division Manager") the amount available in
the Debt Service Fund to pay principal and interest due during the ensuing year, and the Taxpayer
Services Division Manager will thereupon reduce the levy collectible during such year by the
amount so certified.
3.07. Taxpayer Services Division Manager's Certificate as to Registration. The City Clerk is
directed to file a certified copy of this Resolution with the Taxpayer Services Division Manager and
obtain the certificate required by Minnesota Statutes, Section 475.63.
SECTION 4. Authentication of Transcript.
4.01. City Proceedings and Records. The officers of the City are hereby authorized and
directed to prepare and furnish to the Purchaser and to the attorneys approving the Bonds,
certified copies of proceedings and records of the City relating to the Bonds and to the financial
condition and affairs of the City, and such other certificates, affidavits and transcripts as may be
required to show the facts within their knowledge or as shown by the books and records in their
custody and under their control, relating to the validity and marketability of the Bonds and such
instruments, including any heretofore furnished, may be deemed representations of the City as to
the facts stated therein.
4.02. Certification as to Official Statement. The Mayor, City Manager, City Clerk and City
Finance Director, or any of them, are hereby authorized and directed to certify that they have
examined the Official Statement, prepared and circulated in connection with the issuance and sale
of the Bonds and that to the best of their knowledge and belief the Official Statement is, as of the
date thereof, a complete and accurate representation of the facts and representations made
therein as of the date of the Official Statement.
SECTION 5. Tax Covenant.
5.01. Tax Exempt Bonds. The City covenants and agrees with the holders from time to time
of the Bonds that it will not take or permit to be taken by any of its officers, employees or agents
any action which would cause the interest on the Bonds to become subject to taxation under the
Internal Revenue Code of 1986, as amended (the "Code"), and the Treasury Regulations
promulgated thereunder, in effect at the time of such actions, and that it will take or cause its
officers, employees or agents to take, all affirmative action within its power that may be necessary
to ensure that such interest will not become subject to taxation under the Code and applicable
Treasury Regulations, as presently existing or as hereafter amended and made applicable to the
Bonds.
Resolution No. 17-39 -10- June 20, 2017
5.02. Rebate. The City will comply with requirements necessary under the Code to establish
and maintain the exclusion from gross income of the interest on the Bonds under Section 103 of
the Code, including without limitation requirements relating to temporary periods for investments,
limitations on amounts invested at a yield greater than the yield on the Bonds and the rebate of
excess investment earnings to the United States to the extent an exemption or exception is not
available to the City and the Bonds.
5.03. Not Private Activity Bonds. The City further covenants not to use the proceeds of the
Bonds or the Improvement Project or the TIF Project or to cause or permit them or any of them to
be used, in such a manner as to cause the Bonds to be "private activity bonds" within the meaning
of Sections 103 and 141 through 150 of the Code.
5.04. Qualified Tax -Exempt Obligations. In order to qualify the Bonds as "qualified tax-
exempt obligations" within the meaning of Section 265(b)(3) of the Code, the City makes the
following factual statements and representations:
(a) the Bonds are not "private activity bonds" as defined in Section 141 of the Code;
(b) the City hereby designates the Bonds as "qualified tax-exempt obligations" for
purposes of Section 265(b)(3) of the Code;
(c) the reasonably anticipated amount of tax-exempt obligations (other than private
activity bonds, that are not qualified 501(c)(3) bonds) which will be issued by the City (and
all subordinate entities of the City) during calendar year 2017 will not exceed $10,000,000;
and
(d) not more than $10,000,000 of obligations issued by the City during calendar year
2017 have been designated for purposes of Section 265(b)(3) of the Code.
5.05. Procedural Requirements. The City will use its best efforts to comply with any federal
procedural requirements which may apply in order to effectuate the designations made by this
section.
SECTION 6. Book -Entry System; Limited Obligation of City.
6.01. DTC. The Bonds will be initially issued in the form of a separate single typewritten or
printed fully registered Bond for each of the maturities set forth in Section 1.07 hereof. Upon initial
issuance, the ownership of each Bond will be registered in the registration books kept by the
Registrar in the name of Cede & Co., as nominee for The Depository Trust Company, New York,
New York, and its successors and assigns ("DTC"). Except as provided in this section, all of the
outstanding Bonds will be registered in the registration books kept by the Registrar in the name of
Cede & Co., as nominee of DTC.
6.02. Participants. With respect to Bonds registered in the registration books kept by the
Registrar in the name of Cede & Co., as nominee of DTC, the City, the Registrar and the Paying
Agent will have no responsibility or obligation to any broker dealers, banks and other financial
institutions from time to time for which DTC holds Bonds as securities depository the "Participants")
or to any other person on behalf of which a Participant holds an interest in the Bonds, including but
not limited to any responsibility or obligation with respect to (i) the accuracy of the records of DTC,
Resolution No. 17-39 -11- June 20, 2017
Cede & Co. or any Participant with respect to any ownership interest in the Bonds, (ii) the delivery
to any Participant or any other person (other than a registered owner of Bonds, as shown by the
registration books kept by the Registrar,) of any notice with respect to the Bonds, including any
notice of redemption, or (iii) the payment to any Participant or any other person, other than a
registered owner of Bonds, of any amount with respect to principal of, premium, if any, or interest
on the Bonds. The City, the Registrar and the Paying Agent may treat and consider the person in
whose name each Bond is registered in the registration books kept by the Registrar as the holder
and absolute owner of such Bond for the purpose of payment of principal, premium and interest
with respect to such Bond, for the purpose of registering transfers with respect to such Bonds, and
for all other purposes. The Paying Agent will pay all principal of, premium, if any, and interest on
the Bonds only to or on the order of the respective registered owners, as shown in the registration
books kept by the Registrar, and all such payments will be valid and effectual to fully satisfy and
discharge the City's obligations with respect to payment of principal of, premium, if any, or interest
on the Bonds to the extent of the sum or sums so paid. No person other than a registered owner of
Bonds, as shown in the registration books kept by the Registrar, will receive a certificated Bond
evidencing the obligation of this resolution. Upon delivery by DTC to the City Finance Director of a
written notice to the effect that DTC has determined to substitute a new nominee in place of Cede
& Co., the words "Cede & Co.," will refer to such new nominee of DTC; and upon receipt of such a
notice, the City Finance Director will promptly deliver a copy of the same to the Registrar and
Paying Agent.
6.03. Representation Letter. The City has heretofore executed and delivered to DTC a
Blanket Issuer Letter of Representations (the "Representation Letter") which will govern payment of
principal of, premium, if any, and interest on the Bonds and notices with respect to the Bonds. Any
Paying Agent or Registrar subsequently appointed by the City with respect to the Bonds will agree
to take all action necessary for all representations of the City in the Representation letter with
respect to the Registrar and Paying Agent, respectively, to be complied with at all times.
6.04. Transfers Outside Book -Entry System. In the event the City, by resolution of the City
Council, determines that it is in the best interests of the persons having beneficial interests in the
Bonds that they be able to obtain Bond certificates, the City will notify DTC, whereupon DTC will
notify the Participants, of the availability through DTC of Bond certificates. In such event the City
will issue, transfer and exchange Bond certificates as requested by DTC and any other registered
owners in accordance with the provisions of this Resolution. DTC may determine to discontinue
providing its services with respect to the Bonds at any time by giving notice to the City and
discharging its responsibilities with respect thereto under applicable law. In such event, if no
successor securities depository is appointed, the City will issue and the Registrar will authenticate
Bond certificates in accordance with this resolution and the provisions hereof will apply to the
transfer, exchange and method of payment thereof.
6.05. Payments to Cede & Co. Notwithstanding any other provision of this Resolution to the
contrary, so long as a Bond is registered in the name of Cede & Co., as nominee of DTC,
payments with respect to principal of, premium, if any, and interest on the Bond and all notices with
respect to the Bond will be made and given, respectively in the manner provided in DTC's
Operational Arrangements, as set forth in the Representation Letter.
SECTION 7. Continuina Disclosure.
Resolution No. 17-39
-12- June 20, 2017
7.01. Execution of Continuing Disclosure Certificate. "Continuing Disclosure Certificate"
means that certain Continuing Disclosure Certificate executed by the Mayor and City Clerk and
dated the date of issuance and delivery of the Bonds, as originally executed and as it may be
amended from time to time in accordance with the terms thereof.
7.02. City Compliance with Provisions of Continuing Disclosure Certificate. The City hereby
covenants and agrees that it will comply with and carry out all of the provisions of the Continuing
Disclosure Certificate. Notwithstanding any other provision of this Resolution, failure of the City to
comply with the Continuing Disclosure Certificate is not to be considered an event of default with
respect to the Bonds; however, any Bondholder may take such actions as may be necessary and
appropriate, including seeking mandate or specific performance by court order, to cause the City to
comply with its obligations under this section.
Section 8. Defeasance. When all Bonds and all interest thereon, have been discharged as
provided in this section, all pledges, covenants and other rights granted by this resolution to the
holders of the Bonds will cease, except that the pledge of the full faith and credit of the City for the
prompt and full payment of the principal of and interest on the Bonds will remain in full force and
effect. The City may discharge all Bonds which are due on any date by depositing with the Registrar
on or before that date a sum sufficient for the payment thereof in full. If any Bond should not be paid
when due, it may nevertheless be discharged by depositing with the Registrar a sum sufficient for the
payment thereof in full with interest accrued to the date of such deposit.
Shepard M. Harris, Mayor
ATTEST:
Kristine A. Lue ke, City Clerk
The motion for the adoption of the foregoing resolution was seconded by Member Clausen
and upon a vote being taken thereon, the following voted in favor thereof: Clausen, Fonnest, Harris
and Schmidgall, the following was absent: Snope and the following voted against the same: none,
whereupon said resolution was declared duly passed and adopted, signed by the Mayor and his
signature attested by the City Clerk.
Resolution No. 17-39
STATE OF MINNESOTA
COUNTY OF HENNEPIN ) SS.
CITY OF GOLDEN VALLEY
-13- June 20, 2017
I, the undersigned, being the duly qualified and acting City Clerk of the City of Golden Valley,
Hennepin County, Minnesota, do hereby certify that I have carefully compared the attached and
foregoing extract of minutes of a regular meeting of the City Council of the City held on June 20, 2017
with the original minutes on file in my office and the extract is a full, true and correct copy of the
minutes insofar as they relate to the issuance and sale of $1,935,000 General Obligation Tax
Increment and Improvement Bonds, Series 2017B of the City.
WITNESS my hand officially as such City Clerk this 20th day of June, 2017.
City Clerk
Resolution No. 17-39
-14-
EXHIBIT A
Proposals
® Springsted
$1,935,000(a)
CITY OF GOLDEN VALLEY, MINNESOTA
June 20, 2017
Springsted Incorporated
380 Jackson Street, Suite 300
Saint Paul, MN 55101-2887
Tel: 651-223-3000
Fax: 651-223-3002
Email: advisors@springsted.com
www.springsted.com
GENERAL OBLIGATION TAX INCREMENT AND IMPROVEMENT BONDS, SERIES 2017B
(BOOK ENTRY ONLY)
AWARD: ROBERT W. BAIRD & COMPANY, INCORPORATED
AND SYNDICATE
SALE: June 20, 2017
Moody's Rating: Aa1
Interest Net Interest True Interest
Bidder Rates Price Cost Rate
ROBERT W. BAIRD & COMPANY,
INCORPORATED
C.L. KING & ASSOCIATES
DOUGHERTY & COMPANY LLC
VINING-SPARKS IBG,
LIMITED PARTNERSHIP
EDWARD D. JONES & COMPANY
FIDELITY CAPITAL MARKETS SERVICES
WNJ CAPITAL
CREWS & ASSOCIATES
DAVENPORT & COMPANY LLC
DUNCAN-WILLIAMS, INC.
ROSS, SINCLAIRE & ASSOCIATES, LLC
LOOP CAPITAL MARKETS, LLC
COUNTRY CLUB BANK
OPPENHEIMER & CO. INC.
SUMRIDGE PARTNERS
R. SEELAUS & COMPANY, INC.
SIERRA PACIFIC SECURITIES
ISAAK BOND INVESTMENTS, INC.
ALAMO CAPITAL
IFS SECURITIES
RAFFERTY CAPITAL MARKETS
FIRST EMPIRE SECURITIES
UMB BANK, N.A.
W.H. MELL ASSOCIATES
WAYNE HUMMER INVESTMENTS LLC
FMS BONDS, INC.
CENTRAL STATES CAPITAL MARKETS
MIDLAND SECURITIES
2.00% 2019-2024
4.00% 2025
2.25% 2026
2.50% 2027-2028
$1,992,386.80(b) $242,925.42(b) 1.9481%(b)
(a) Subsequent to bid opening, the total issue size was not changed; however, certain individual maturity amounts have changed.
(b) Subsequent to bid opening, the price, net interest cost, and true interest rate have changed to $1,992,467.25, $243,883.24, and
1.9494%, respectively.
Public Sector Advisors
Resolution No. 17-39 -15- June 20, 2017
Interest Net Interest True Interest
Bidder Rates Price Cost Rate
NORTHLAND SECURITIES, INC. 3.00% 2019-2025 $2,011,058.60 $246,515.67 1.9756%
2.00% 2026
2.25% 2027
2.50% 2028
STIFEL, NICOLAUS & COMPANY, 3.00% 2019-2028 $2,037,201.50 $263,997.25 2.0912%
INCORPORATED
REOFFERING SCHEDULE OF THE PURCHASER
Rate
Year
Yield
2.00%
2019
1.00%
2.00%
2020
1.15%
2.00%
2021
1.25%
2.00%
2022
1.40%
2.00%
2023
1.55%
2.00%
2024
1.65%
4.00%
2025
1.80%
2.25%
2026
1.90%
2.50%
2027
2.05%
2.50%
2028
2.15%
BBI: 3.53%
Average Maturity: 6.308 Years
Resolution No. 17-39 -16- June 20, 2017
Rate
EXHIBIT B
Bond Form
UNITED STATES OF AMERICA
STATE OF MINNESOTA
COUNTY OF HENNEPIN
CITY OF GOLDEN VALLEY
GENERAL OBLIGATION TAX INCREMENT AND
IMPROVEMENT BOND, SERIES 2017B
Maturity Date
February 1, 20_
Registered Owner: Cede & Co.
Date of
Original Issue
July 20, 2017
CUSIP
The City of Golden Valley, Minnesota, a duly organized and existing municipal corporation
in Hennepin County, Minnesota (the "City"), acknowledges itself to be indebted and for value
received hereby promises to pay to the Registered Owner specified above or registered assigns,
the principal amount specified above on the Maturity Date specified above, with interest thereon
from the date hereof at the annual rate specified above (calculated on the basis of a 360 day year
of twelve 30 day months), payable February 1 and August 1 in each year, commencing February
1, 2018, to the person in whose name this Bond is registered at the close of business on the 15th
day (whether or not a business day) of the immediately preceding month. The interest hereon and,
upon presentation and surrender hereof, the principal hereof are payable in lawful money of the
United States of America by check or draft by U.S. Bank National Association, St. Paul, Minnesota,
as Registrar, Authenticating Agent and Paying Agent, or its designated successor under the
Resolution described herein. For the prompt and full payment of such principal and interest as the
same respectively become due, the full faith and credit and taxing powers of the City have been
and are hereby irrevocably pledged.
The City may elect on February 1, 2025, and on any day thereafter to prepay Bonds due on
or after February 1, 2026. Redemption may be in whole or in part and if in part, at the option of the
City and in such principal amounts, maturities and manner as the City will determine. If less than all
Bonds of a maturity are called for redemption, the City will notify Depository Trust Company
("DTC") of the particular amount of such maturity to be prepaid. DTC will determine by lot the
amount of each participant's interest in such maturity to be redeemed and each participant will
then select by lot the beneficial ownership interests in such maturity to be redeemed. Prepayments
will be at a price of par plus accrued interest.
The City has designated the Bonds as "qualified tax-exempt obligations" pursuant to Section
265(b)(3) of the Internal Revenue Code of 1986, as amended.
This Bond is one of an issue in the aggregate principal amount of $1,935,000 all of like
original date and tenor, except as to number, maturity date, redemption privilege and interest rate,
issued pursuant to a resolution adopted by the City Council on June 20, 2017 (the "Resolution"),
Resolution No. 17-39 -17- June 20, 2017
for the purpose of providing monies aid in financing the costs of certain local infrastructure
improvements, and certain public redevelopment costs of projects in the Highway 55 West
Redevelopment Area established by the Housing and Redevelopment Authority of the City of
Golden Valley (the "HRA"), and pursuant to and in full conformity with the Constitution and laws of
the State of Minnesota, including Minnesota Statutes, Chapters 429, 469 and 475, and the
principal hereof and interest hereon are payable in part from special assessments levied against
property specially benefited by local improvements, in part from certain tax increment revenues
resulting from increases in assessed valuation of real property in the HRA's Tax Increment
Financing (Renewal and Renovation) District within Highway 55 West Redevelopment Project Area
pledged by the HRA under a Tax Increment Pledge Agreement between the HRA the City dated as
of the date hereof (the "Pledge Agreement"), and in part from ad valorem taxes as set forth in the
Resolution to which reference is made for a full statement of rights and powers thereby conferred.
The full faith and credit of the City are irrevocably pledged for payment of this Bond and the City
Council has obligated itself to levy additional ad valorem taxes on all taxable property in the City in
the event of any deficiency in special assessments, pledged tax increments and taxes pledged,
which taxes may be levied without limitation as to rate or amount. The Bonds of this series are
issued only as fully registered Bonds in denominations of $5,000 or any integral multiple thereof of
single maturities.
As provided in the Resolution and subject to certain limitations set forth therein, this Bond is
transferable upon the books of the City at the principal office of the Registrar, by the registered
owner hereof in person or by the owner's attorney duly authorized in writing upon surrender hereof
together with a written instrument of transfer satisfactory to the Registrar, duly executed by the
registered owner or the owner's attorney; and may also be surrendered in exchange for Bonds of
other authorized denominations. Upon such transfer or exchange the City will cause a new Bond
or Bonds to be issued in the name of the transferee or registered owner, of the same aggregate
principal amount, bearing interest at the same rate and maturing on the same date, subject to
reimbursement for any tax, fee or governmental charge required to be paid with respect to such
transfer or exchange.
The City and the Registrar may deem and treat the person in whose name this Bond is
registered as the absolute owner hereof, whether this Bond is overdue or not, for the purpose of
receiving payment and for all other purposes, and neither the City nor the Registrar will be affected
by any notice to the contrary.
IT IS HEREBY CERTIFIED AND RECITED that all acts, conditions and things required by
the Constitution and laws of the State of Minnesota to be done, to happen and to be performed
preliminary to and in the issuance of this Bond have been done, have happened and have been
performed in regular and due form, time and manner, that prior to the issuance of this Bond the
City Council of the City of Golden Valley has provided funds for the payment of principal and
interest on the Bonds of this issue as the same become due, and the full faith and credit of the City
is pledged for their payment and additional taxes will be levied, if required for such purpose,
without limitation as to the rate of amount; and that this Bond, together with all other indebtedness
of the City outstanding on the date of its issuance, does not exceed any constitutional, or statutory
limitation thereon.
This Bond is not valid or obligatory for any purpose or entitled to any security or benefit
under the Resolution until the Certificate of Authentication hereon has been executed by the
Registrar by manual signature of one of its authorized representatives.
Resolution No. 17-39 -18- June 20, 2017
IN WITNESS WHEREOF, the City of Golden Valley, Hennepin County, Minnesota, by its
City Council, has caused this Bond to be executed on its behalf by the facsimile or manual
signatures of the Mayor and City Clerk, the corporate seal having been intentionally omitted as
permitted by law, and has caused this Bond to be dated as of the date set forth below.
Dated: , 2017
CITY OF GOLDEN VALLEY, MINNESOTA
(Facsimile)
Mayor
Facsimile
City Clerk
CERTIFICATE OF AUTHENTICATION
This is one of the Bonds delivered pursuant to the Resolution mentioned within.
U.S. BANK NATIONAL ASSOCIATION
By
Authorized Representative
ABBREVIATIONS
The following abbreviations, when used in the inscription on the face of this Bond, will be
construed as though they were written out in full according to applicable laws or regulations:
TEN COM -- as tenants in common
TEN ENT -- as tenants by entireties
JT TEN -- as joint tenants with right of
survivorship and not as tenants in common
UNIF GIFT MIN ACT
Custodian
(Cust) (Minor)
under Uniform Gifts or Transfers to
Minors Act, State of
Additional abbreviations may also be used though not in the above list.
ASSIGNMENT
For value received, the undersigned hereby sells, assigns and transfers unto
the within Bond and all rights thereunder, and does
hereby irrevocably constitute and appoint attorney to transfer the said
Bond on the books kept for registration of the within Bond, with full power of substitution in the
premises.
Resolution No. 17-39 -19- June 20, 2017
Dated:
Notice: The assignor's signature to this assignment must correspond with the name as it
appears upon the face of the within Bond in every particular, without alteration or
any change whatever.
Signature Guaranteed:
NOTICE: Signature(s) must be guaranteed by a financial institution that is a member of the Securities
Transfer Agent Medallion Program ("STAMP"), the Stock Exchange Medallion Program ("SEMP"), the
New York Stock Exchange, Inc. Medallion Signatures Program ("MSP") or other such "signature
guarantee program" as may be determined by the Registrar in addition to, or in substitution for,
STEMP, SEMP or MSP, all in accordance with the Securities Exchange Act of 1934, as amended.
The Registrar will not effect transfer of this Bond unless the information concerning the
assignee requested below is provided.
Name and Address:
(Include information for all joint owners if this Bond is held
by joint account.)
Please insert social security or other identifying
number of assignee
PROVISIONS AS TO REGISTRATION
The ownership of the principal of and interest on the within Bond has been registered on the
books of the Registrar in the name of the person last noted below.
Signature of
Date of Registration Registered Owner Officer of Registrar
Cede & Co.
Federal ID #13-2555119
Resolution No. 17-39 -20-
EXHIBIT C
Improvement Bond Levy
$765,000
City of Golden Valley, Minnesota
General Obligation Tax Increment and Improvement Bonds, Series 2017B
Highway 55 Improvements - Improvement Portion
Post -Sale Tax Levies
June 20, 2017
Payment
Date
Principal
Coupon
Interest
Total P+I
Cap.
Interest
105%
Overlevy
Assessment
Income
Levy
Amount
Levy/Collect
Year
02/01/2018
-
-
9,397.47
9,397.47
(9,397.47)
-
-
-
2016/2017
02/01/2019
80,000.00
2.000%
17,712.50
97,712.50
102,598.13
82,751.71
19,846.42
2017/2018
02/01/2020
80,000.00
2.000%
16,112.50
96,112.50
100,918.13
79,993.30
20,924.83
2018/2019
02/01/2021
80,000.00
2.000%
14,512.50
94,512.50
99,238.13
77,234.92
22,003.21
2019/2020
02/01/2022
80,000.00
2.000%
12,912.50
92,912.50
97,558.13
74,476.52
23,081.61
2020/2021
02/01/2023
75,000.00
2.000%
11,312.50
86,312.50
90,628.13
71,718.14
18,909.99
2021/2022
02/01/2024
75,000.00
2.000%
9,812.50
84,812.50
89,053.13
68,959.76
20,093.37
2022/2023
02/01/2025
75,000.00
4.000%
8,312.50
83,312.50
87,478.13
66,201.36
21,276.77
2023/2024
02/01/2026
75,000.00
2.250%
5,312.50
80,312.50
84,328.13
63,442.95
20,885.18
2024/2025
02/01/2027
75,000.00
2.500%
3,625.00
78,625.00
82,556.25
60,684.57
21,871.68
2025/2026
02/01/2028
70,000.00
2.500%
1,750.00
71,750.00
75,337.50
57,926.17
17,411.33
2026/2027
Total
$765,000.00
-
$110,772.47
$875,772.47
(9,397.47)
$909,693.75
$703,389.40
$206,304.35
-
Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
July 11, 2017
Agenda Item
10. First Consideration - Adoption of Proposed By-Laws Amendment - Resetting Annual and Regular
Meeting Dates
Prepared By
Tim Cruikshank, Director
Summary
Staff is proposing that the annual meeting and quarterly regular meetings of the Housing and
Redevelopment Authority (HRA) be changed from the second Tuesday to the third Tuesday,
coinciding with the second City Council meeting. This change will provide a cost saving measure. The
cable crew is already scheduled to broadcast the Council meetings on the first and third Tuesdays of
the month. The HRA meeting will continue to start at 6:30 pm. The City Council meeting will take
place immediately following the HRA meeting.
It is recommended that the current Section 1 and Section 2 of Article III, Meetings, be amended as
follows (in legislative format with strike out of current language and underlining of proposed
language):
Section 1. Annual Meeting. The annual meeting of the Authority shall be held on the second
third Tuesday of January, at the regular meeting place of the Authority, unless changed at a
scheduled meeting of the Authority held prior to the established date.
Section 2. Regular Meetings. Quarterly meetings shall be held at the regular meeting place of
the Authority on the second third Tuesday of January (in conjunction with the annual
meeting), April, July and October, unless a specific meeting is changed or cancelled at a
scheduled meeting of the Authority held prior to the meeting to be changed or cancelled.
Amendments to the By-laws must be approved at two meetings of the HRA. If the HRA wants to
proceed with the amended as presented, it should approve first consideration of the amendment at
the July 11 meeting. Staff recommends that approval, after second consideration be by resolution.
Second consideration would be placed on the Special meeting scheduled for July 18.
Recommended Action
Motion to approve on first condition the amendments of Section 1 and Section 2 of Article III of the
Housing and Redevelopment Authority By-laws as follows:
Section 1. Annual Meeting. The annual meeting of the Authority shall be held on the third
Tuesday of January, at the regular meeting place of the Authority, unless changed at a
scheduled meeting of the Authority held prior to the established date.
Section 2. Regular Meetings. Quarterly meetings shall be held at the regular meeting place of
the Authority on the third Tuesday of January (in conjunction with the annual meeting),
April, July and October, unless a specific meeting is changed or cancelled at a scheduled
meeting of the Authority held prior to the meeting to be changed or cancelled.