07-16-19 HRA Agenda PacketREGULAR MEETING AGENDA
Pages
1.Roll Call
2.Approval of Agenda
3.Approval of Minutes Regular Meeting April 16,2019 2 3
4.Reimbursement of City Expenditures 4
5.Receipt of July 2019 Financial Reports 5 7
6.North Wirth Redevelopment Area
A.Fourth Amendment and Assignment of GVEC Properties,LLC Private Development
Agreement
8 17
7.Adjournment
July 16,2019 6:30 pm
Council Chambers
Golden Valley City Hall
7800 Golden Valley Road
REGULAR MEETING MINUTES
Call to Order
The meeting was called to order at 6:41 pm by Housing and Redevelopment Authority Chair
Fonnest.
1. Roll Call
Present: Chair Larry Fonnest, Commissioners Joanie Clausen, Shep Harris, Gillian
Rosenquist and Steve Schmidgall
Staff present: HRA Director Cruikshank, HRA Attorney Cisneros and City Clerk Luedke
2. Approval of Agenda
MOTION made by Commissioner Schmidgall, seconded by Commissioner Clausen to approve
the agenda of April 16, 2019, as submitted and the motion carried.
3. Approval of Housing and Redevelopment Authority Minutes - Regular Meeting – January 15,
2019
MOTION made by Commissioner Clausen, seconded by Commissioner Schmidgall to approve
the Regular Housing and Redevelopment Authority minutes of January 16, 2019, as submitted
and the motion carried.
4. Reimbursement of City Expenditures
Finance Director Virnig presented the staff report and answered questions from the
Commissioners.
MOTION made by Commissioner Harris, seconded by Commissioner Clausen to approve the
following payments: Check 4092 Cornerstone Creek $22,706.56 for the second half of 2018
property taxes that Hennepin County disbursed after the January meeting and the motion
carried.
5. Receipt of March 2019 Financial Reports
Finance Director Virnig presented the staff report.
MOTION made by Commissioner Schmidgall, seconded by Commissioner Clausen to receive
and file the March 2019 HRA Financial Reports and the motion carried.
Apr 16, 2019 – 6:30 pm
Council Chambers
Golden Valley City Hall
7800 Golden Valley Road
City of Golden Valley HRA Regular Meeting Minutes
Apr 16, 2019 – 6:30 pm
2
6. Adjournment
MOTION made by Commissioner Schmidgall, seconded by Commissioner Harris and the motion
carried to adjourn the meeting at 6:52 pm.
Larry Fonnest, Chair
ATTEST:
Kristine A. Luedke, City Clerk
Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
July 16, 2019
Agenda Item
4. Reimbursement of City Expenditures
Prepared By
Sue Virnig, Finance Director
Summary
As of July 16, 2019 the HRA has the following expenditures:
City Expenditures: Amount
1000 Reimburse City Costs (Audit Fees/Debt Service) 188,234.93
1000 Associated Bank –Pay Go Note 26,930.43
1000 Cornerstone – Pay Go Note 27,510.00
1000 Golden Villas, LLC-Pay Go Note 169,236.50
411,911.86
HRA Expenditures: Amount
9000 General Fund 12,000.00
9250 North Wirth #3 26,930.43
9300 Highway 55 West 214,181.63
9302 Cornerstone Creek 27,510.00
9400 Winnetka/Medicine Lake Road 131,289.80
411,911.86
Recommended Action
Motion to approve the following payments: Cornerstone Creek $27,510, Golden Villas
169,236.50, Associated Bank $26,930.43 and the City of Golden Valley $188,234.93.
Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
July 16, 2019
Agenda Item
5. Receipt of July 2019 Financial Reports
Prepared By
Sue Virnig, Finance Director
Summary
Attached are the July 2019 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 July 2019 HRA Financial Reports.
Percentage Of Year Completed: 50%
Over % Of
2019 Apri-June YTD (Under)Budget
Revenue Budget Actual Actual Budget Received
Interest Earnings (1)0 0.00 0.00 0.00
Fund Balance 12,000 12,000.00 12,000.00 0.00
Totals $12,000 12,000.00 12,000.00 0.00 100.00%
Over % Of
2019 Apri-June YTD (Under)Budget
Expenditures Budget Actual Actual Budget Expended
Audit 12,000 12,000.00 12,000.00 0.00 100.00%
Totals $12,000 12,000.00 12,000.00 0.00 100.00%
Notes:
1) Interest will be allocated at year end.
HRA of Golden Valley
General Fund
July 2019 Budget Report (unaudited)
HRA Of Golden Valley
2019 Financial Report 9300 9302 9400 9250
Hwy 55/Cornerstone Winnetka North
West TIF (4)Med Lk Rd Wirth #3
Cash Balance @ 04/01/19 $22,706.78 $6.87 $0.00 $16,661.32
Add:
Receipts:
Interest
Lease revenue
Increment Received 283,039.17 27,510.97 241,018.75 10,306.21
Less:
Expenditures:
Payment to Cornerstone Creek (1);(27,510.00)
Payment to Golden Villas (2)(169,236.50)
Payment to City of Golden Valley (44,945.13)(131,289.80)
Payment to Associated Bank (3)(26,930.43)
Cash Balance @ 07/11/19 $91,564.32 $7.84 $109,728.95 $37.10
2)(2)(3)
1) Payment for Housing District
2) Payment for Renewal and Renovation District
3) Pay Go Note remaining $160,248.85.
Capital Project Funds
Executive Summary For Action
Golden Valley Housing and Redevelopment Authority Meeting
July 16, 2019
Agenda Item
6. Fourth Amendment and Assignment of GVEC Properties, LLC Private Development Agreement
Prepared By
Maria Cisneros, HRA Attorney
Sue Virnig, Finance Director
Marc Nevinski, Physical Development Director
Summary
The Housing and Redevelopment Authority (HRA) entered into the GVEC Properties, LLC Private
Development Agreement in 2006. The Agreement provided for the development of land depicted
in the attached Exhibit A. The development consisted of three phases. The Developer completed
Phase I (lots 5, 7 and 8) in 2007. Phase II was removed from the PUD and Tax Increment District
through a 2013 amendment to the Development Agreement. Phase III (lots 4 and 5) is not yet
complete.
Development of the Property was delayed for several years due to unfavorable market
conditions. In 2012, the Developer defaulted on loan payments to its lender, Bank Mutual. Bank
Mutual eventually received the property from the Developer by deed in lieu of foreclosure. The
parties amended the Development Agreement two times, in 2012 and 2013, to allow the Bank to
take ownership of the property but delay construction of the remaining buildings until the Bank
conveyed the Property to another party to complete the project. The amendments also
eliminated interest on the Tax Increment Finance Note associated with the project.
In 2018, Bank Mutual merged with Associated Bank. Associated Bank, as successor in interest to
Bank Mutual, now requests that the HRA approve a Fourth Amendment to the Development
Agreement to:
Consent to the transfer of the Property to Lund Financial Group for development; and
Authorize the issuance of an amended TIF Note in the name of Associated Bank as
successor in interest to Bank Mutual.
The principle amount remaining on the TIF Note is $187,813.13 and no interest is accruing. The
Tax Increment District must be decertified by December, 2028.
Attachments
Exhibit A North Wirth Area Map (1 page)
Fourth Amendment and Assignment of GVEC Properties, LLC Private Development Agreement
7 pages)
Recommended Action
Motion to approve Fourth Amendment and Assignment of GVEC Properties, LLC Private
Development Agreement.
OWNERSHIP AFTER LAND TRANSFER
?ID NO.
19-029-24-I3-005 I
19-029-24-13-0043
19-029-24-13-0044
19-029-24-13-0049
19-029-24-13-0052
I 9-029-24-13-0053
19-029-24-13-0054
19-029-24-1.3-0055
19-029-24-13-0056
19-029-24-13-0050
19-029-24-14-0f41 &
19-029-24-14-01 42
/ /; /, /
,I
/
OWN ER
GV Executive Center Assoc.
Bank Mutual
Bank niutual
Millerr Plant LLC
Bank Mutual
Goet. z Real Estate Holdings
4282 LLC
Bank Mutual
Bank Mutual
Moga Properties LLC
Stan1 Koch Trucking Inc.
;:/) 02-,�-J 615-65 T.29, R.24, S.19 2012163-colorsketch-2. wg MAP
-
--------�--
100 200
SCALE IN FEET
OWNERSHIP AFT.ER PLATTINC:
STAN KOCH TRUCK/NC INC.
GENERAL NOTES
1.) Survey coordinate basis: Assumed
Property is located in Hennepin
County, Minnesota
2.) Ownership information shown hereon
was obtained from the Hennepin
County Property Tax Information web
site. Ownership information is subject
to revision upon receipt of a title
search by a title insurance company.
I hereby certify that this sketch, plan, or report was
prepared by me or under my direct supervision and
that I am a duly Licensed Land Surveyor under the
laws of the State of Minnesota.
Dated this 5th day of October, 2012
SUNDE LAND SURVEYING, LLC.
BY.----------------�-:-�::-: Mark S. Hanson, P.L.S. Minn. Lie. No. 15480 if SUNDE 9001 East Bloomlngton freeway (35W)•Sulte 118 Bloomington, Minnesota 55420-3435
952-881-2455 (Fox: 952-888-9526) LAND SURVEYING www.sunde.com
1
Space above reserved for recording information) ______ _
FOURTH AMENDMENT AND ASSIGNMENT OF GVEC PROPERTIES, LLC
PRIVATE DEVELOPMENT AGREEMENT
THIS FOURTH AMENDMENT AND ASSIGNMENT OF GVEC PROPERTIES,
LLC PRIVATE DEVELOPMENT AGREEMENT (the “Fourth Amendment”) is dated as
of July ___, 2019, and is made and entered into by and among the HOUSING AND
REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF GOLDEN VALLEY, a
public body corporate and politic established and existing under Minnesota Statutes, Section
460.001 et seq., with its principal offices at 7800 Golden Valley Road, Golden Valley,
Minnesota 55427 (the “HRA”); and ASSOCIATED BANK, NATIONAL ASSOCIATION,
a national banking association with its principal place of business at 330 E. Kilbourn Ave.,
Suite 200, Milwaukee, Wisconsin 53202 (the “Bank”); and LUND FINANCIAL GROUP,
a Minnesota corporation with its principal office located at 4109 Regent Avenue North,
Robbinsdale, MN 55422 (“Lund”). The HRA, the Bank, and Lund are each referred to herein
as a “Party,” and collectively as the “Parties.”
WHEREAS, on June 24, 2018, the Bank merged with BANK MUTUAL, a federal
savings bank, with its principal office located at 4949 West Brown Deer Road, Milwaukee,
Wisconsin (“Bank Mutual”), thereby assuming Bank Mutual’s interest in the Development
Property (as defined below) and obligations under the Development Agreement (as defined
below).
WHEREAS, the HRA and GVEC Properties, LLC (“Developer”) entered into the
GVEC Properties, LLC Private Development Agreement, dated January 10, 2006, and filed
with the Hennepin County Registrar of Titles on February 3, 2006 as Document No.
4222316 and recorded with the Hennepin County Recorder as Document No. 8743490 (the
Original Development Agreement”), and a certain First Amendment thereto dated July
15, 2009 (the “First Amendment”); and
WHEREAS, the HRA, Developer, and Bank Mutual entered into the Second
Amendment of GVEC Properties, LLC Private Development Agreement, dated March 13,
2
2012, and filed with the Hennepin County Registrar of Titles on April 4, 2012, as Document
No. T4942086 (the “Second Amendment”); and
WHEREAS, the HRA and Bank Mutual entered into the Third Amendment of the
GVEC Properties, LLC Private Development Agreement, dated January 8, 2013, and
recorded with the Hennepin County Recorder as Document No. A09987338 (the “Third
Amendment”); and
WHEREAS, the Original Development Agreement, the First Amendment, the
Second Amendment, and the Third Amendment are collectively referred to herein as the
Development Agreement”; and
WHEREAS, pursuant to the Original Development Agreement, Developer
purchased from the HRA a site in the North Wirth Parkway Redevelopment Area of
Hennepin County, Minnesota having the original legal description of Lot 1, Block 1, North
Wirth Parkway 5th Addition, Hennepin County, Minnesota ("Development Property"), and
thereafter commenced construction of an office condominium project on the Development
Property; and
WHEREAS, Developer committed several Events of Default under the Development
Agreement, and Developer also defaulted under the mortgage granted by Developer to Bank
Mutual with respect to a portion of the Development Property; and
WHEREAS, the HRA, Developer and Bank Mutual entered into the Second Amendment
to, among other things, modify the schedule for completion of Phase II and Phase III of the
Improvements; memorialize the HRA’s waiver of certain defaults under the Development
Agreement and acknowledge the cure of certain other defaults; and permit Developer to assign
its interest in the Development Property and under the Development Agreement to Bank Mutual;
and
WHEREAS, the HRA and Bank Mutual entered into the Third Amendment to permit
the transfer by Bank Mutual to a third party of a portion of the Development Property, free
and clear of all terms, conditions, obligations, and restrictions contained in the Development
Agreement; extend the period for completion of the remaining Improvements; and address
certain other matters; and
WHEREAS, the HRA and the Bank now wish to enter into this Fourth Amendment to
permit the transfer by the Bank to a third party a portion of the Development Property, subject
to the terms of the Development Agreement and to address certain other matters.
NOW THEREFORE, the Parties hereby agree as follows:
l. Capitalized terms used herein and not otherwise defined shall have the meanings given
to them in the Development Agreement.
2. The HRA consents to the sale of that portion of the Development Property
described in Exhibit A (the “Sale Parcel”) by the Bank to Lund pursuant to the terms of that
certain real estate Purchase and Sale Agreement having an effective date of November 28,
2018.
3
The HRA’s consent to the sale of the Sale Parcel to Lund is contingent on Lund’s
acceptance of the terms of the Development Agreement and this Fourth Amendment.
3. The Bank assigns and transfers unto Lund all of its right, title and interest in and
under the Development Agreement, and Lund agrees to accept such right and interest subject to
the terms and conditions hereof. Lund assumes the Developer’s obligations under the
Development Agreement as modified by this Amendment. The foregoing assignment and
assumption shall become effective as of the date Lund receives (or received) legal title from the
Bank by valid deed effectively conveying to Lund marketable title in the Sale Parcel.
4. Within 30 days after execution of this Fourth Amendment by the Parties, the
Bank shall deliver the original Seconded Amended Tax Increment Note (or a legally
sufficient Affidavit of Lost Note), the HRA shall cancel the Seconded Amended Tax
Increment Note, and the HRA shall issue and deliver the Third Amended Tax Increment
Note to the Bank, as provided in the Second Amendment. The Third Amended Tax
Increment Note shall supersede and replace all previous versions of the Tax Increment Note.
Within 30 days after issuance of the Third Amended Tax Increment Note, the HRA shall
pay all payments currently owed to Bank Mutual under the Tax Increment Note to the Bank.
Notwithstanding its sale of the Sale Parcel, the Bank shall continue to receive payments on
the Third Amended Tax Increment Note as required therein.
5. The Bank shall record this Fourth Amendment and the transfer documents for
the sale of the Sale Parcel and pay all recording fees in connection therewith.
6. As amended hereby, the Development Agreement continues in full force and
effect. Except as described herein, to the knowledge of the HRA there are no defaults by
Developer or the Bank under the Development Agreement that have not been waived or cured.
The Bank agrees that the HRA is not currently in default under the Agreement, and any prior
defaults by the HRA are hereby waived. The Bank also agrees that the HRA has made all
payments of principal and/or accrued interest under the Tax Increment Note and any
amendments to the Tax Increment Note when due, and that the HRA is _not in default
thereunder.
7. The HRA hereby acknowledges that the Bank has deposited with the HRA the
sum of $6,000, to be used solely for reimbursement of the HRA’s legal expenses incurred in
connection with the review of this Amendment and for no other purpose; and further, the HRA
agrees that it shall return the balance of such funds remaining, if any, to the Bank upon receipt
of a recorded copy of this Fourth Amendment. The HRA further confirms and acknowledges
that no costs or fees in excess of said deposit or as otherwise provided herein shall be assessed
to the Bank or Development Property in connection with this Amendment without the prior
knowledge and approval of the Bank.
8. The City is not a Party under this Agreement.
Remainder of Page Blank. Signature Page to Follow]
17593273v2
4
IN WITNESS WHEREOF, the Parties have duly executed this Amendment as of the date
first above written.
HOUSING AND DEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF GOLDEN VALLEY
Larry Fonnest, Chair
Timothy Cruikshank, Director
STATE OF MINNESOTA )
SS.
COUNTY OF HENNEPIN )
This instrument was acknowledged before me on _____ day of ___________________, 2019, by
Larry Fonnest and Timothy Cruikshank, the Chair and Director, respectively, of the HOUSING
AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF GOLDEN VALLEY.
5
ASSOCIATED BANK, NATIONAL
ASSOCIATION, a national banking association
By: Kimberly McCann
Its: Senior Vice President
STATE OF ___________ )
SS.
COUNTY OF ___________ )
This instrument was acknowledged before me on _____ day of ___________________, 2019, by
Kimberly McCann, the Senior Vice President of ASSOCIATED BANK, NATIONAL
ASSOCIATION, a national banking association, on behalf of said bank.
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LUND FINANCIAL GROUP, INC., a Minnesota
corporation
By:
Its:
STATE OF MINNESOTA )
SS.
COUNTY OF HENNEPIN )
This instrument was acknowledged before me on _____ day of ___________________, 2019, by
the ________________, of the LUND FINANCIAL GROUP, INC., a Minnesota
corporation, on behalf of said corporation.
THIS INSTRUMENT WAS DRAFTED BY:
City of Golden Valley (MTC)
7800 Golden Valley Road
Golden Valley, MN 55427
EXHIBIT A
Description of Sale Property
Lots 4 and 5, Block 1, North Wirth Business Center P.U.D. No. 100, Hennepin County,
Minnesota.