08-19-03 agendaG~~
CITY OF RICHFIELD, MINNESOTA
TUESDAY, AUGUST 19, 2003
SPECIAL CITY COUNCIL MEETING
COUNCIL CHAMBERS
6700 PORTLAND AVENUE
5:30 P.M.
AGENDA
1. Consideration of resolution awarding sale of $4,965,000 Taxable General Obligation
Tax Increment Bonds, Series 2003A, fixing form and specifications, directing execution
and delivery, and providing for payment; Lyndale Gateway West Project (tabled from
August 12, 2003)
Staff Report No. 191
Notes:
2. Consideration of resolution authorizing Richfield HRA's internal loans for advance of
public redevelopment costs in connection with Lyndale Gateway West Tax Increment
Financing District
Staff Report No. 192
Notes:
3. Adjournment
Auxiliary aids for individuals with disabilities are available upon request. Requests must be
made at least 96 hours in advance to the Administrative Services Director at 612-861-9702.
STAFF REPORT
AGENDA ITEM #
REPORT #
CITY COUNCIL MEETING
AUGUST 19, 2003
2
19
REPORT PREPARED BY: JOHN STARK, COMMUNITY DEVELOPMENT
MANAGER
NAME, Tlr'Lr•
COUNCIL PRESENTER:
ACTING DEPARTMENT DIRECTOR ~ _.
REVIEW:
SIC ATURE
REVIEWED BY CITY MANAGER:
ITEM FOR COUNCIL CONSIDERATION:
Consideration of the attached resolution approving the Richfield Housing and Redevelopment
Authority's Internal Loans for Advance of Public Redevelopment Costs in Connection with
Lyndale Gateway West Tax Increment Financing District.
I. RECOMMENDED ACTION:
By Motion: Approve the attached resolution approving the Richfield
Housing and Redevelopment Authority's Internal Loans for Advance
of Public Redevelopment Costs in Connection With Lyndale Gateway
West Tax Increment Financing District.
II. BACKGROUND
• On May 19, 2003, the Richfield Housing and Redevelopment Authority (HRA)
approved a $1.1 million internal loan for the Lyndale Gateway redevelopment
project.
• The source of revenue for this internal loan is the HRA's Bonds of 1996 account.
• The repayment sources for this internal loan include: a $500,000 mortgage on
the commercial portion of the redevelopment project, tax increment to be
generated by the project, and a $500,000 letter of credit from the developer.
• On August 18, 2003, the Richfield HRA considered approval of an additional
$855,000 in internal loan funds.
081903 LGW Internal Loan
• The sources of revenue for this additional internal loan are the HRA's Bonds of
1988 and the HRA's Bonds of 1996.
• The repayment source for this internal loan will be the proceeds of a long term
general obligation tax increment financing bond that is contemplated for
issuance at the time that a developer moves ahead with the redevelopment of
the area.
• The HRA's financial analysts, Ehlers and Associates, Inc., have reviewed the
proposed internal loan and have determined that there are sufficient repayment
sources with which to service the loan regardless of whether the current
developer proceeds or a new developer ultimately constructs a redevelopment
project on this site.
• The HRA is both the recipient of these loans and the source of payment for
these loans; hence the name Internal Loan.
• By State ordinance, the City Council must approve of internal loans within the
Housing and Redevelopment Authority.
III. BASIS OF RECOMMENDATION
A. POLICY
• The HRA has, or is anticipated to, approve $1,855,000 in internal
loans.
• The HRA has identified repayment sources for these internal loans.
• The City Council must approve of the internal loans of the HRA.
B. CRITICAL ISSUES
• Without the funds authorized through the HRA's internal loans, it will
be impossible to assemble the Lyndale Gateway West redevelopment
area.
C. FINANCIAL
• The HRA's financial analysts, Ehlers and Associates, Inc., have
reviewed the proposed internal loan and have determined that there
are sufficient repayment sources with which to service the loan
regardless of whether the current developer proceeds or a new
developer ultimately constructs a redevelopment project on this site.
D. LEGAL
• The City's legal counsel drafted the attached resolution.
IV. ALTERNATIVE RECOMMENDATION(S~
• N/A
L V. ATTACHMENTS
• Resolution
VI. PRINCIPAL PARTIES EXPECTED AT MEETING
• Legal counsel.
RESOLUTION NO.
RESOLUTION APPROVING INTERNAL LOANS FOR
ADVANCE OF PUBLIC REDEVELOPMENT COSTS IN CONNECTION WITH
LYNDALE GATEWAY WEST TAX INCREMENT FINANCING DISTICT
BE IT RESOLVED by the City Council of the City Richfield, Minnesota ("City") as
follows:
Section 1. Background.
1.01. Pursuant to Minnesota Statutes, Sections 469.174 to 469.179 (the "TIF Act")
the Housing and Redevelopment Authority in and for the City of Richfield ("HRA")
previously established the Lyndale Gateway West Tax Increment Financing District (the
"TIF District") within the Richfield Redevelopment Project Area (the "Project Area").
1.02. The HRA may incur certain costs related to the TIF District, which costs may
be financed on a temporary basis from available funds in the account for other tax
increment financing districts administered by the HRA, or from other HRA funds available
for such purposes.
1.03. Under Section 469.178, Subdivision 7 of the TIF Act, the HRA is authorized to
advance or loan money from any fund from which such advances may be legally made in
order to finance expenditures that are eligible to be paid with tax increments under the TIF
Act.
1.04. The HRA has approved an Amended and Restated Contract for Private
Redevelopment (the "Contract") between the HRA and Lyndale Gateway LLC,
("Redeveloper") under which, among other things, the HRA will provide the Redeveloper
proceeds from general obligation tax increment bonds to be issued by the City and an
interfund loan fund to finance certain Public Development Costs as defined in the Contract.
1.05. By resolution approved May 19, 2003, the HRA established an interfund loan
in the amount of $1,100,000 (the $1,100,000 Loan") to finance certain Public
Redevelopment Costs (as defined in the. Contract) on a temporary basis.
1.06. The City intends to issue its $4,965,000 Taxable General Obligation
Temporary Tax Increment Bonds, Series 2003A (the "Short Term Bonds") to provide
financing for part of the Public Redevelopment Costs. A portion of the Short Term Bonds
will be paid with proceeds. of long-term general obligation tax increment bonds (the "Long
Term Bonds") to be issued at or before maturity of the Short Term Bonds.
1.07. The HRA has determined a need to provide additional temporary financing for
Public Redevelopment Costs through an additional interfund loan in the amount of
$855,000 (the "$855,000 Loan") to be repaid in accordance with the terms of a resolution
approved by the HRA on August 18, 2003.
081903 LGW Internal Loan
Section 2. Internal Loans Approved.
2.01. The City ratifies and approves the $1,100,000 Loan and the $855,000 Loan,
as described in the respective resolutions of the HRA authorizing such loans.
2.02. City staff and officials are authorized and directed to execute any collateral
documents and take any other actions necessary to carry out the internal loans described
in this resolution.
Adopted by the City Council of the City of Richfield, Minnesota this 19th day of August,
2003.
Martin J. Kirsch, Mayor
ATTEST:
Nancy Gibbs, City Clerk
AGENDA ITEM # j
REPORT # 19 I
STAFF REPORT
CITY COUNCIL MEETING
AUGUST 19, 2003
REPORT PREPARED BY: CHRIS REGIS, FINANCE MANAGER
NAME, TITLE
COUNCIL PRESENTER:
NAME, I E
DEPARTMENT DIRECTOR REVIEW: ~
,~vl
SIGNATURE
REVIEWED BY CITY MANAGER:
ITEM FOR COUNCIL CONSIDERATION:
Consideration of the attached resolution awarding the sale of $4,965,000 Taxable General
Obligation Tax Increment Bonds, Series 2003A; fixing their form and specifications; .directing
their execution and delivery; and providing for their payment (tabled from August 12, 2003).
I. RECOMMENDED ACTION:
By Motion: Approve the attached resolution awarding the sale of
$4,965,000 Taxable General Obligation Tax Increment Bonds, Series
2003A; fixing their form and specifications; directing their execution
and delivery; and providing for their payment.
III. BACKGROUND ~
• ~n order to provide time to respond to comments by the developer's lender, this
item was tabled from the August 12,2003 City Council meeting. The issue of
collateral levels have since been resolved.
• On April 22, 2003, the City Council adopted a resolution providing for the sale of
$6,000,000 General Obligation Tax Increment Bonds, Series 2003, (G.O. TIF
Bond) to help provide funding to fulfill the financial commitments of the
Kensington Park Project.
• Since that time, however, the bond has been restructured and temporarily
reduced to an amount of $4,965,000. The purpose of the restructuring is to
advance site assembly funds on an interim basis until the private development
financing is available. A second bond issuance will be sought when the current
developer (The Cornerstone Group) or a new developer, in the event that the
0326awardbond.doc
current developer is unable to secure private construction financing, secures
their private financing.
• This second bond issuance would be in an amount necessary to provide a total
of up to $6,000,000 in bond funds as was approved on April 22, 2003.
• The level of bonds to be issued now includes approximately $4.59 million in
bond proceeds plus $406,000 in interest and issuance fees.
• The source of funding for the debt service on these bonds is to be the tax
increment generated by the project and proceeds from the sales of housing
units.
• On April 21, 2003, the Housing and Redevelopment Authority (HRA) approved a
resolution authorizing the execution of a Tax Increment Pledge Agreement
(Pledge Agreement) with the City for this bond issue. The Pledge Agreement
provides the HRA with the authority to transfer to the City the tax increment from
the Kensington Park project to pay debt service on the bonds. At the August 18,
2003 HRA meeting the pledge agreement approved April 21, 2003 will be
amended to reflect the new bond amount.
• The City's resolution awarding the sale of the bonds also includes language that
authorizes and directs the Mayor and City Manager to execute and deliver the
Pledge Agreement on behalf of the City
• Bids on the bonds are due in the offices of Ehlers & Associates on Tuesday
August 19. Mr. Sid Inman will be at the City Council meeting to recommend the
successful bidder, review the attached documents, and provide information that
is absent from the resolution and available only after the bidding on the bonds
has closed.
• Following Mr. Inman's recommendation, it would be appropriate for the City
Council to award the bond sale to the qualified buyer and undertake other
related actions as necessary as delineated in the approving resolution. The
closing on the G.O. TIF Bonds is scheduled for September 9, 2003.
III. BASIS OF RECOMMENDATION
A. POLICY
• The HRA signed a Contract for Private Development with Lyndale Gateway
LLC for the Lyndale Gateway West area on August 5, 2002 and has made
financial commitments, a component of which includes the issuance of G.O.
TIF Bonds.
• The City Council approved the issuance of G.O. TIF Bonds on April 22, 2003.
• The HRA approved execution of a Pledge Agreement relating to the G.O. TIF
Bonds on April 21, 2003. The Pledge Agreement is to be amended at the
August 18, 2003 HRA meeting to reflect the new amount of the bonds.
B. CRITICAL ISSUES
• In order for the development to move forward, the bond financing is critical to
the success of the .project.
• The closing on the bond sale is scheduled for September 9, 2003.
C. FINANCIAL
• The bond sale will help make it possible to meet the financial commitments
needed for the project to proceed.
• The funding for the debt service on the G.O. TIF Bonds is to be the tax
increment generated by the Kensington Park development and proceeds
from the sale of housing units.
D. LEGAL
• Legal counsel has been involved in the bond sale transaction as bond
counsel to the City.
IV. ALTERNATIVE RECOMMENDATION(S)
• The City Council may decide to not proceed with awarding the sale of the
bonds or delay action until a future City Council meeting. However, both of
these alternatives would jeopardize the Kensington Park project and make it
impossible for the developer to honor purchase agreements with property
owners calling for a September 9, 2003 closing.
V. ATTACHMENTS
• Resolution Awarding the Sale of $4,965,000 General Obligation Tax
Increment Bonds, Series 2003A; fixing their form and specifications; directing
their execution and delivery; and providing for their payment.
VI. PRINCIPAL PARTIES EXPECTED AT MEETING
• Sid Inman, Ehlers & Associates, Inc.
Extract of Minutes of Meeting
of the City Council of the City of
Richfield, Hennepin County, Minnesota
Pursuant to due call and notice thereof, a regular meeting of the City Council of the City
of Richfield, Minnesota, was duly held in the City Hall in said City on Tuesday, August 19, 2003
commencing at 7:00 o'clock P.M.
The following members were present:
and the following were absent:
The Mayor announced that the next order of business was consideration of the proposals
which had been received for the purchase of the City's approximately $4,965,000 Taxable
General Obligation Temporary Tax Increment Bonds, Series 2003A.
The City Manager presented a tabulation of the proposals that had been received in the
manner specified in the Official Terms of Proposal for the Bonds. The proposals were as
follows:
SJB-235672v1
RC145-506
After due consideration of the proposals, Member
then
introduced the following written resolution, the reading of which was dispensed with by
unanimous consent, and moved its adoption:
RESOLUTION NO.
A RESOLUTION AWARDING THE SALE OF $
TAXABLE GENERAL OBLIGATION TEMPORARY
TAX INCREMENT BONDS, SERIES 2003A;
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 Richfield, Hennepin County,
Minnesota (City) as follows:
Section 1. Sale of Bonds.
1.01. It is hereby determined that:
(a) the City and the Housing and Redevelopment Authority in and for
the City of Richfield (Authority) previously established the Richfield Redevelopment
Project Area (Project Area) pursuant to Minnesota Statutes, Sections 469.001 through
469.047 (Act);
(b) the City has duly established the Lyndale Gateway West Tax
Increment Financing District (TIF District) within the Project Area pursuant to Minnesota
Statutes, Sections 469.174 to 469.179 (TIF Act);
(c) the City is authorized by section 469.178 of the TIF Act to issue
and sell its general obligations to pay all or a portion of the public redevelopment costs
(Costs) related to the Project Area as identified in the plan (Plan) for the TIF District.
(d)
general obligations:
the Plan authorizes the following Costs to be financed by the
SJB-235672v1
RC145-506
Public Redevelopment Cost Amount
Land acquisition, demolition, site work
And related costs
Project Costs $4,559,224
Contingency 1,848
Discount Allowance 49,650
Finance Related Expenses 45,000
Capitalized Interest 309.278
Total Uses $4,965,000
(e) it is necessary and expedient to the sound financial management of
the affairs of the City to issue $ Taxable General Obligation Temporary
Tax Increment Bonds, Series 2003A (Bonds) to provide temporary financing for the
Costs;
(f) the Authority has requested the City to issue and sell its general
obligations to provide temporary financing for a portion of the Costs.
(g) the Amended Tax Increment Pledge Agreement between the
Authority and the City (Pledge Agreement) is approved in substantially the form on file
with the City, and the Mayor and City Manager are authorized to execute such agreement
on behalf of the City.
1.02. The proposal of (Purchaser) to
purchase $ Taxable General Obligation Temporary Tax Increment Bonds,
Series 2003A (Bonds) of the City described in the Terms of Proposal thereof is found and
determined to be a reasonable offer and is hereby accepted, the proposal being to purchase the
Bonds at a price of $ plus accrued interest to date of delivery, for Bonds bearing
interest at the rate of % per annum. True interest cost:
1.03. The sum of $ being the amount proposed by the Purchaser in excess
of $4,915,350 will be credited to the Debt Service Fund hereinafter created. The City Finance
Manager is directed to retain the good faith check of the Purchaser, pending completion of the
sale of the Bonds, and to return the good faith checks of the unsuccessful proposers forthwith.
The Mayor and City Manager are directed to execute a contract with the Purchaser on behalf of
the City.
1.04. The City will forthwith issue and sell the Bonds pursuant to Minnesota Statutes,
Chapter 469 (Act), in the total principal amount of $ ,originally dated as of the
date of delivery, in the denomination of $5,000 each or any integral multiple thereof, numbered
No. R-1, upward, bearing interest as above set forth, and maturing serially on February 1, 2006.
SJB-235672v1
RC 145-506
1.05. Optional Redemption. The City may elect on February 1, 2004, and on any day
thereafter to prepay Bonds due on February 1, 2006. 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. Registration and Payment.
2.01. Re:;istered Form. The Bonds will be issued as a single typewritten bond, only in
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. The 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,
2004, to the registered owners of record thereof as of the close of business on the fifteenth day of
the immediately preceding month, whether or not such day is a business day.
2.03. Registration. The City will appoint a bond registrar, transfer .agent, authenticating
agent and paying agent (Registrar). The effect of registration and the rights and duties of the
City and the Registrar with respect thereto are as follows:
(a) Re ig ster. The Registrar must keep at its principal corporate trust office a
bond register in which the Registrar provides for the registration of ownership of Bonds
and the registration of transfers and exchanges of Bonds entitled to be registered,
transferred or exchanged.
(b) Transfer of Bonds. Upon surrender for transfer of a 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 fifteenth day of the month preceding each interest payment date and until that
interest payment date.
SJB-235672v1
RC 145-506
(c) Exchange of Bonds. When 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. Bonds surrendered upon transfer or exchange will be
promptly cancelled by the Registrar and thereafter disposed of as directed by the City.
(e) Imp~er or Unauthorized Transfer. When a 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 the 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 a Bond is registered in the bond register as the absolute owner of the
Bond, whether the Bond is overdue or not, for the purpose of receiving payment of, or on
account of, the principal of and interest on the Bond and for all other purposes, and
payments so made to a 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 so paid.
(g) Taxes, Fees and Charges. The Registrar may impose a charge upon the
owner thereof for a 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 the
transfer or exchange.
(h) Mutilated, Lost, Stolen or Destroyed Bonds. If a Bond becomes mutilated
or is 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 the mutilated Bond or in lieu of and in substitution for a 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 the 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 and the Registrar must be named as obligees. 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 is not 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) to the
SJB-235672v1
RC 145-506
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 Trust National
Association, St. Paul, Minnesota, as the initial Registrar. The Mayor and the City Manager 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 is
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 Council, the City Finance Manager
must transmit to the Registrar monies 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 Manager and executed on behalf of the City by the signatures of the Mayor
and the City Manager, provided that those 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 ceases to be such officer before the delivery of a Bond, such 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, a Bond will not 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 the 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 a
Bond is conclusive evidence that it has been authenticated and delivered under this Resolution.
When the Bonds have been so prepared, executed and authenticated, the City Manager will
deliver the same to the Purchaser upon payment of the purchase price in accordance with the
contract of sale heretofore made and executed, and the Purchaser is not 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 Section 3
with such 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.
SJB-235672vi
RC 145-506
Section 3. Form of Bond.
3.01. The Bond will be printed or typewritten in substantially the following form:
No. R-1 UNITED STATES OF AMERICA $
STATE OF MINNESOTA
COUNTY OF HENNEPIN
CITY OF RICHFIELD
TAXABLE GENERAL OBLIGATION TEMPORARY TAX
INCREMENT BOND, SERIES 2003A
Date of
Rate Maturity Original Issue CUSIP
February 1, 2006 , 2003
Registered Owner:- Cede & Co.
The City of Richfield, Minnesota, a duly organized and existing municipal corporation in
Hennepin County, Minnesota (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 sum of $ on the maturity date specified above, with interest thereon from the
date hereof at the annual rate specified above, payable February 1 and August 1 in each year,
commencing February 1, 2004, to the person in whose name this Bond is registered at the close
of business on the fifteenth 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 Trust
National Association, St. Paul, Minnesota, as Bond Registrar, Paying Agent, Transfer Agent and
Authenticating 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, 2004, and on any day thereafter to prepay the Bonds.
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 The 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.
SJB-235672v1
RC 145-506
This Bond is one of an issue in the aggregate principal amount of $ all of
like original issue date and tenor, except as to number, maturity date, redemption privilege, and
interest rate, all issued pursuant to a resolution adopted by the City Council on August 19, 2003
(the Resolution), for the purpose of providing money to aid in financing public redevelopment
costs in a redevelopment project (Project) in the City, pursuant to and in full conformity with the
home rule charter of the City and the Constitution and laws of the State of Minnesota, including
Minnesota Statutes, Sections 469.174 through 469.179, the Minnesota Tax Increment Financing
Act, and Minnesota Statutes, Sections 469.001 through 469.047, and the principal hereof and
interest hereon are payable primarily from tax increments resulting from increases in taxable
valuation of real property in a tax increment financing district (TIF District) within the Project 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 issue and sell definitive or additional
temporary bonds to redeem the Bonds and to levy ad valorem taxes on all taxable property in the
City in the event of any deficiency of tax increments 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 denomination of $5,000 or integral multiples thereof.
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 Bond 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 Bond 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 Bond 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 Bond Registrar will
be affected by any notice to the contrary.
IT IS HEREBY CERTIFIED, RECITED, COVENANTED AND AGREED that all acts,
conditions and things required by the home rule charter of the City and the Constitution and laws
of the State of Minnesota to be done, to exist, to happen and to be performed preliminary to and
in the issuance of this Bond in order to make it a valid and binding general obligation of the City
in accordance with its terms, have been done, do exist, have happened and have been performed
as so required, and that the issuance of this Bond does not cause the indebtedness of the City to
exceed any constitutional, statutory or charter limitation of indebtedness.
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
Bond Registrar by manual signature of one of its authorized representatives.
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IN WITNESS WHEREOF, the City of Richfield, 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 Manager and has caused this Bond to be dated as of the date set
forth below.
Dated:
CITY OF RICHFIELD, MINNESOTA
City Manager Mayor
CERTIFICATE OF AUTHENTICATION
This is one of the Bonds delivered pursuant to the Resolution mentioned within.
U.S. BANK TRUST NATIONAL ASSOCIATION
By
Authorized Representative
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
UNIF GIFT MIN ACT Custodian
(Gust)
JT TEN -- as joint tenants with
right of survivorship and
not as tenants in common
under Uniform Gifts or
Transfers to Minors
Act............
(State)
Additional abbreviations may also be used though not in the above list.
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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.
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, STAMP, SEMP or MSP, all in accordance with the Securities
Exchange Act of 1934, as amended.
The Bond 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.)
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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 the Re ig'strar
Cede & Co.
Federal ID #13-2555119
3.02. The City Manager is directed to obtain a copy of the proposed approving legal
opinion of Kennedy & Graven, Chartered, Minneapolis, Minnesota, which is to be complete
except as to dating thereof and will cause the opinion to be printed on or accompany each Bond.
Section 4. Payment; Security.
4.01. The Bonds are payable from the Taxable General Obligation Temporary Tax
Increment Bonds, Series 2003A Debt Service Fund (Debt Service Fund) hereby created. All tax
increments (Tax Increments) received by the City from the TIF District pursuant to the Pledge
Agreement described in Section 1.01 hereof are pledged to the Debt Service Fund. If a payment
of principal or interest on the Bonds becomes due when there is not sufficient money in the Debt
Service Fund to pay the same, the City Manager will 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 Tax Increments when received. There is hereby appropriated to the Debt Service
Fund: (i) capitalized interest financed from Bond proceeds, if any, and (ii) any amount over the
minimum purchase price of the Bonds paid by the Purchaser.
4.02. Net proceeds of the Bonds will be applied in accordance with the terms of the
Pledge Agreement.
4.03. In accordance with its statutory duties under Minnesota Statutes, Section 478.178,
Subdivision 5, the City covenants and agrees with the holders of the Bonds that if the Bonds
cannot be paid at maturity from tax increments pledged or from other funds appropriated by the
~ ~' City Council, the Bonds will be paid from the proceeds of definitive or additional temporary
bonds that will be issued and sold prior to the maturity date of the Bonds.
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4.04. It is hereby determined that the estimated collection of Tax Increments for
payment of principal and interest on the Bonds, together with proceeds of any definitive or
additional temporary bonds, will produce at least five percent in excess of the amount needed to
meet, when due, the principal and interest payments on the Bonds and that no tax levy is needed
at this time.
4.05. The City Manager is authorized and directed to file a certified copy of this
resolution with the Taxpayer Services Division Manager of Hennepin County and to obtain the
certificate required by Minnesota Statutes, Section 475.63.
Section 5. Authentication of Transcript.
5.01. The officers of the City are 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.
5.02. The Mayor, City Manager and Finance Manager 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 a complete and accurate representation of the facts and
representations made therein as of the date of the Official Statement.
5.03. The City authorizes the Purchaser to forward the amount of Bond proceeds
allocable to the payment of issuance expenses (other than amounts payable to Kennedy &
Graven, Chartered as Bond Counsel) to U.S. Trust Company, Minneapolis, Minnesota on the
closing date for further distribution as directed by the City's financial adviser, Ehlers &
Associates, Inc.
Section 6. Book-Entry System; Limited Obligation of City.
6.01. 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 1.03 hereof. Upon
initial issuance, the ownership of each Bond will be registered in the registration books kept by
the Bond 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 Bond
Registrar in the name of Cede & Co., as nominee of DTC.
6.02. With respect to Bonds registered in the registration books kept by the Bond
_ Registrar in the name of Cede & Co., as nominee of DTC, the City, the Bond 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
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(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, 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 Bond 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 Bond 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 Bond 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
Bond 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 Bond Registrar, will receive a certificated
Bond evidencing the obligation of this resolution. Upon delivery by DTC to the City Manager 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 Manager will promptly deliver a copy of the same to the Bond
Registrar and Paying Agent.
6.03. Representation Letter. The City has heretofore executed and delivered to DTC a
Blanket Issuer Letter of Representations (Representation Letter) which shall govern payment of
principal of, premium, if any, and interest on the Bonds and notices with respect to the Bonds.
Any Paying Agent or Bond 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 Bond 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 Bond
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,
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payments with respect to principal of, premium, if any, and interest on the Bond and 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. Continuing Disclosure.
7.01. 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.
7.02. "Continuing Disclosure Certificate" means that certain Continuing Disclosure
Certificate executed by the Mayor and City Manager 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.
The motion for the adoption of the foregoing resolution was duly seconded by Member
and upon 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.
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STATE OF MINNESOTA )
COUNTY OF HENNEPIN ) SS.
CITY OF RICHFIELD )
I, the undersigned, being the duly qualified and acting City Clerk of the City of Richfield,
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 August
19, 2003 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 $ Taxable
General Obligation Temporary Tax Increment Bonds, Series 2003A of the City.
WITNESS My hand officially as such City Clerk and the corporate seal of the City this
day of , 2003.
City Clerk
Richfield, Minnesota
(SEAL)
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STATE OF MINNESOTA TAXPAYER SERVICES DIVISION
MANAGER'S CERTIFICATE AS TO
COUNTY OF HENNEPIN REGISTRATION WHERE NO AD
VALOREM TAX LEVY
I, the undersigned County Auditor of Hennepin County, Minnesota, hereby certify that a
resolution adopted by the City Council of the City of Richfield, Minnesota, on August 19, 2003,
relating to Taxable General Obligation Temporary Tax Increment Bonds, Series 2003A, in the
amount of $ ,dated September 2, 2003, has been filed in my office and said
obligations have been registered on the register of obligations in my office.
WITNESS My hand and official seal this day of
2003.
Taxpayer Services Division Manager
Hennepin County, Minnesota
(SEAL)
By
Deputy
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