12-21-98 agendaCITY OF RICHFIELD
MONDAY, DECEMBER 21, 1998
REGULAR HOUSING AND REDEVELOPMENT AUTHORITY MEETING
RICHFIELD CITY HALL
COUNCIL CHAMBERS
7 P.M.
AGENDA
CALL TO ORDER
APPROVAL OF MINUTES OF (1) SPECIAL HRA/CITY COUNCIL MEETING OF
NOVEMBER 16, 1998 AND (2) REGULAR HRA MEETING OF NOVEMBER 16, 1998
OPPORTUNITY FOR CITIZENS TO ADDRESS THE HRA ON ITEMS NOT ON
THE AGENDA
2. CONSIDERATION OF RESOLUTIONS DESIGNATING OFFICIAL
DEPOSITORIES FOR HRA OF RICHFIELD FOR 1999, INCLUDING
COLLATERAL
HRA LETTER NO. 80
3. CONSIDERATION OF REQUEST BY CSM PROPERTIES, INC., FOR 60 DAY
EXTENSION TO SUBMIT PRECONDITIONS OUTLINED IN INTERCHANGE
WEST REDEVELOPMENT CONTRACT
HRA LETTER NO. 81
4. CONSIDERATION OF RESOLUTION APPROVING FIRST AMENDMENT TO
CONTRACT FOR PRIVATE REDEVELOPMENT WITH GRAMERCY PARK
COOPERATIVE AT LAKE SHORE DRIVE; GRAMERCY TIF DISTRICT
HRA LETTER NO. 82
5. CONSIDERATION OF RESOLUTION DECLARING OFFICIAL INTENT OF HRA
TO ISSUE "PAY AS YOU GO" TAX INCREMENT NOTE FOR URBAN VILLAGE
AS TAX EXEMPT DEBT
HRA LETTER NO. 83
6. EXECUTIVE DIRECTOR REPORT
7. CLAIMS AND PAYROLL
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 861-9702.
HOUSING AND REDEVELOPMENT AUTHORITY
HRA Letter No. 83
Agenda December 21, 1998
Issue Statement:
Consideration of a request from Richfield State Agency (RSA) to issue the "pay as you
go" tax increment note for the Urban Village as tax exempt debt.
Background:
RSA's Urban Village project lender has requested that the debt to be incurred for the
Urban Village be given tax exempt status (interest payments received by the lender
would be exempt from federal and state income taxes). A preliminary review of
expenses incurred to date as well as those anticipated through project completion in
2000 indicates that most would be eligible for a tax exempt status. One of the IRS
eligibility rules limits eligible expenses to a period beginning 60 days prior to the
adoption of a resolution by the HRA declaring its intent to issue tax exempt debt.
During November and December, RSA has expended or obligated in excess of $1
million primarily for acquisition and relocation expenses.
Ehlers & Associates will complete their financial analysis of the project in January. To
date, it appears that the amount of expenses which would be eligible for possible tax
exempt status would be in the $8 million to $10 million range. When the analysis is
completed, it will be presented to the HRA so that the amount of the tax increment "pay
as you go" note can be set.
The City of Richfield and related entities are restricted to issuing $10 million annually in
tax exempt debt. At this time, it appears that in the year 2000, there would be no
competing projects for tax exempt debt.
Recommended Motion:
Adopt the attached resolution which declares the intent of the HRA to issue tax exempt
debt in an amount not to exceed $10 million.
Basis of Recommendation:
1. The developer has requested that the HRA "pay as you go" tax increment note be
issued as tax exempt debt.
2. The tax exempt note reduces the overall costs of the project.
3. Legal counsel and financial consultant have opined that the note could be given tax
exempt status.
4. When issued in the year 2000, the "pay as you go" tax increment note would be
secured with tax increment generated from the development. It would not be a
general obligation of the City or HRA.
5. Adopting the attached resolution does not obligate the issuance of debt. The exact
amount of debt to be issued will be considered at the January 19 HRA meeting.
6. Not adopting the resolution at this time would prevent reimbursement for some
eligible tax exempt expenses already incurred by the developer.
7. IRS rules allow up to $10 million in tax exempt debt to be annually issued by cities
including entities such as the HRA. The resolution's purpose is to give notice of
upcoming tax exempt debt and to qualify as many expenses as possible for
reimbursement.
Alternative Recommendation:
1. Delay action. However, RSA is presently incurring eligible expenses.
2. Modify the maximum amount which could be declared.
Discussion/Decision Mode:
Sid Inman of Ehlers & Associates will be present at the December HRA meeting to
respond to questions. The HRA will set the amount of the tax increment note in
January.
Respecl. Ily submitted,
Jam s D. Prosser
Executive Director
JDP:cak
is
HRA RESOLUTION NO.
RESOLUTION DECLARING THE OFFICIAL INTENT OF THE HOUSING AND
REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD TO
REIMBURSE CERTAIN EXPENDITURES FROM THE PROCEEDS OF BONDS TO
BE ISSUED BY THE AUTHORITY
WHEREAS, the Internal Revenue Service has issued Treas. § Reg. 1.150
providing that proceeds of tax-exempt bonds used to reimburse prior expenditures will
not be deemed spent unless certain requirements are met; and
WHEREAS, the Housing and Redevelopment Authority expects to incur certain
expenditures which may be financed temporarily from sources other than bonds, and
reimbursed from the proceeds of a bond.
NOW THEREFORE BE it resolved by the Housing and Redevelopment Authority
in and for the City of Richfield (the "Authority") as follows:
1. The Authority reasonably intends that expenditures will be made for the project
described in Exhibit A (the "Project"), and reasonably intends to reimburse such
expenditures from the proceeds of debt to be issued by the Authority in the
maximum principal amount described in Exhibit A.
2. The Executive Director is authorized to designate appropriate additions to Exhibit
A in circumstances where time is of the essence, and any such designation shall
be reported to the Board at the earliest practicable date and shall be filed with
the official books and records of the Authority as provided in Section 3.
3. This resolution is intended to constitute a declaration of official intent for
purposes of Treas. Reg. § 1.150-2 and any successor law, regulation, or ruling.
Adopted by the Housing and Redevelopment Authority in and for the City of
Richfield, Minnesota this 21st day of December, 1998.
Thomas Harms, Chair
ATTEST:
Michael Sandahl, Secretary
r`?1
U
EXHIBIT A
TO OFFICIAL INTENT RESOLUTION
ADOPTED
Maximum Principal
Date of Amount of Debt
Declaration Description of Project for Project
Urban Village Improvements $10,000,000
0
HOUSING AND REDEVELOPMENT AUTHORITY
HRA Letter No. 82
Agenda December 21, 1998
Issue Statement:
First Amendment to Contract for Private Redevelopment by and between the Housing
and Redevelopment Authority (HRA) in and for the City of Richfield and Gramercy Park
Cooperative at Lake Shore Drive, a Minnesota cooperative corporation; Gramercy TIF
District.
Background:
In July 1998, the HRA approved the above identified contract. Subsequently, the
project was submitted to the Department of Housing and Urban Development/Federal
Housing Administration (HUD/FHA) for review and mortgage approval. During the
review process, Gramercy, Inc. learned that the project exceeded FHA mortgage limits.
In response, Gramercy has downsized the proposed development from 218 units to 160
units. The assessor has also revised his estimate of the value of the project from
$22,000,000 to $18,000,000.
Exhibit A to the contract was a limited revenue tax increment note in the principal
amount of $3 million with an attached Payment Schedule A.
Recommended Motion:
Adopt a motion approving the attached resolution which approves the First Amendment
to the Contract for Private Redevelopment with Gramercy Park Cooperative at Lake
Shore Drive by amending the limited revenue tax increment note to $2,230,174.
Basis of Recommendation:
1. The downsizing of the project and resulting decrease in value make it appropriate to
amend the TIF note.
2. If the First Amendment is not approved, the original limited revenue tax increment
note will remain valid.
3. No other aspects of the note would be modified.
4. The exterior appearance of the structure will remain basically the same with the two
exceptions noted as follows. First, the loss of units means the building will be 12
stories in height rather than 14. Second, the VFW facility will remain approximately
the same size (8,000 sq. ft.), but it will become a one story structure rather than two
stories as originally proposed.
5. The original project had an estimated market value (EMV) to TIF ratio of 14%. The
revised project has a ratio of 12%.
6. The original project had a TIF assistance of $13,761/unit. The revised project has a
rate of $13,938/unit.
Alternative Recommendation:
1. Refuse to modify the note.
2. Delay action on the note.
Discussion/Decision Mode:
On December 14, the City Co
development plan, conditiona
approval by the HRA of an am
this amendment at the Decem
the HRA and City.
Respectful1v submitted,
Jam s Prosser
Exec ve Director
uncil approved modifications to the planned unit
I use permit and final development plan subject to the
ended note. It would be desirable for the HRA to act on
ber 21 meeting so the developer knows their status with
JDP:ds
?.I
•
HRA RESOLUTION NO.
0 RESOLUTION APPROVING FIRST AMENDMENT TO CONTRACT FOR PRIVATE
REDEVELOPMENT WITH GRAMERCY PARK COOPERATIVE
WHEREAS, the Housing and Redevelopment Authority in and for the City of
Richfield, Minnesota (the "Authority") has properly created and is administering its
Redevelopment District (the "District") pursuant to Minnesota Statutes Chapter 469 in
an effort to encourage the development and redevelopment of certain designated areas
within the City of Richfield; and
WHEREAS, among the development activities proposed to be assisted by the
Authority in the District are the development of housing facilities; and
WHEREAS, the Authority did on July 20, 1998, approve a form of Contract for
Private Redevelopment ("Contract") between the Authority and Gramercy Park
Cooperative at Lake Shore Drive, setting forth the parties respective responsibilities in
developing the facility; and
WHEREAS, a part of the Contract is labeled Exhibit A and Schedule A related to
the Limited Revenue Tax Increment Note in the amount of $3,000,000; and
WHEREAS, the development contemplated by the Contract has been
downsized.
NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment
Authority in and for the City of Richfield, Minnesota as follows:
1. That the First Amendment to the Contract for Private Redevelopment with
Gramercy Park Cooperative at Lake Shore Drive is hereby approved.
2. That the proper Authority officers are hereby authorized to execute the
amendment on behalf of the Authority and to carry out, on behalf of the
Authority, the Authority's obligations thereunder.
Adopted by the Housing and Redevelopment Authority in and for the City of
Richfield, Minnesota this 21st day of December, 1998.
Thomas E. Harms, Chair
to
ATTEST:
Michael Sandahl, Secretary
FIRST AMENDMENT TO CONTRACT
FOR PRIVATE REDEVELOPMENT
THIS AMENDMENT, made and entered into as of the day of , 19_
by and between GRAMERCY PARK COOPERATIVE AT LAKE SHORE DRIVE, a
Minnesota Cooperative Corporation ("Redeveloper") and THE HOUSING AND
REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD, a
Minnesota public body corporate and politic ("HRA").
WITNESSETH:
WHEREAS, the HRA and Redeveloper did on July 20, 1998 execute and deliver that
certain document entitled Contract for Private Redevelopment ("Contract"); and
WHEREAS, restrictions subsequently placed upon the scale of the development by third
parties have necessitated that the Contract be amended as set forth below; and
WHEREAS, the HRA has reviewed the proposed amendments, has received the reports
and recommendations of its staff and consultants, and has concluded that the proposed
amendments are necessary and appropriate and in furtherance of the proposed redevelopment.
NOW THEREFORE, based upon the mutual covenants and undertakings of the parties,
the Contract is hereby amended by amending Exhibit A. thereof to read as follows:
$2,230,174
UNITED STATES OF AMERICA
STATE OF MINNESOTA
COUNTY OF HENNEPIN
THE HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF RICHFIELD
LIMITED REVENUE TAX INCREMENT NOTE
The Housing and Redevelopment Authority in and for the City of Richfield (the
"Authority"), hereby acknowledges itself to be indebted and, for value received, promises to pay to
the order of Gramercy Park Cooperative at Lake Shore Drive (the "Owner"), to the extent and in the
manner hereinafter provided, the original principal amount of this Note, being $2,230,174 (the
'Principal Amount"), together with interest thereon accrued from the date of this Note, at the rate of
interest of 7.5% per annum (the "Stated Rate"), in the amount and on the dates (the "Scheduled
Payment Dates") set forth on the Payment Schedule attached as Schedule A hereto and in the
amounts stated thereon (the "Scheduled Payments"). Unpaid interest accruing from the date of this
Note, shall be added to principal on a semi-annual basis on each August 1 and February 1 beginning
with February 1, 1999 until February 1, 2001.
40 Any payments on this Note shall be applied first to accrued interest and then to the Principal
Amount in respect of which such payment is made.
JBD-154841 1
RC125-170
i Each payment on this Note is payable in any coin or currency of the United States of
America which on the date of such payment is legal tender for public and private debts and shall be
made by check or draft made payable to the Owner and mailed to the Owner at it postal address
within the United States which shall be designated from time to time by the Owner.
The Note is a special and limited obligation and not a general obligation of the Authority,
which has been issued by the Authority to aid in financing a "project," as defined in Minnesota
Statutes, § 469.174, of the Authority within and for the benefit of the Interchange Tax Increment
Financing District ("District").
THE NOTE IS NOT A DEBT OF THE AUTHORITY, THE CITY OF RICHFIELD, OR
THE STATE OF MINNESOTA (THE "STATE"), AND NEITHER THE AUTHORITY, THE
CITY OF RICHFIELD, THE STATE NOR ANY POLITICAL SUBDIVISION THEREOF
SHALL BE LIABLE ON THE NOTE, NOR SHALL THE NOTE BE PAYABLE OUT OF ANY
FUNDS OR PROPERTIES OTHER THAN AVAILABLE TAX INCREMENT, AS DEFINED
BELOW.
The Scheduled Payment of this Note due on any Scheduled Payment Date is payable solely
from and only to the extent that the Authority shall have received as of such Scheduled Payment
Date "Available Tax Increment." For the purpose of this Note, "Available Tax Increment" means:
Seventy-five Percent (75%) of the tax increment received from the real estate described in Schedule
B the "Redevelopment Property" for years beginning with 1998 and ending in 2026, after first
deducting therefrom i) any amount needed to make a previously due but unpaid Scheduled Payment
to Owner; and ii) any amount required to make a payment due but not otherwise paid to the
Authority under the Development Contract.
For purposes of this Note, a "Payment Date" shall mean each of the Scheduled Payment
Dates set forth on Schedule A attached hereto. To the extent that on any Payment Date the
Authority is unable to make a full Scheduled Payment due to insufficient Available Tax Increment
(which insufficiency is not due to a failure of the Owner to pay full real estate taxes payable on the
Redevelopment Property), such deficiency shall be deferred and paid along with future Scheduled
Payments but only to the extent of Available Tax Increment. This Note shall terminate upon the
earlier of i) the date when the Redeveloper has been fully reimbursed according to the terms hereof,
or ii) February 1, 2026.
This Note shall also terminate and the Authority's obligation to make any payments under
this Note shall be discharged and the Authority shall have no obligation and incur no liability to
make any payments hereunder immediately upon the occurrence of an Event of Default under the
Contract for Private Development, dated July 20, 1998, (the "Development Contract") between the
Authority and the Owner, subject to the notice and cure provisions of Section 9.2 thereof.
This Note shall not be payable from or constitute a charge upon any funds of the Authority
or the City of Richfield and the Authority shall not be subject to any liability hereon or be deemed
to have obligated itself to pay hereon from any funds except the Available Tax Increments, and then
only to the extent and in the manner herein specified.
JBD-154841 2
RC125-170
The Owner shall never have or be deemed to have the right to compel any exercise of any
taxing power of the Authority or the City of Richfield or of any other public body, and neither the
Authority or the City of Richfield nor any director, commissioner, council member, board member,
officer, employee or agent of the Authority or the City of Richfield, nor any person executing or
registering this Note shall be liable personally hereon by reason of the issuance or registration
hereof or otherwise.
This Note shall not be transferable or assignable, in whole or in part, by the Owner without
the prior written consent of the Authority; provided that the Owner may pledge the payments
hereunder to a lender or assign the payments hereunder to a subsequent purchaser of the
Development, but only with prior written notice thereof to the Authority.
The Owner may also, without prior notice to or consent of the Authority transfer or assign
the Note or the right to receive payments under the Note to a wholly-owned subsidiary of the
Owner.
This Note may be prepaid in full at any time at the option of the Authority; and may also be
prepaid at the request of the Owner, but in either instance only if the Authority first determines that
sufficient tax increment is or willbe generated to permit such prepayment, and the parties agree
upon the actual prepayment amount.
This Note is issued pursuant proper action of the Authority by Resolution and the Owner is
entitled to the benefits thereof, which Resolution is incorporated herein by reference.
IT IS HEREBY CERTIFIED AND RECITED that any acts; conditions, and things required
by the Constitution and laws of the State of Minnesota to be done, to have happened, and to be
performed precedent to and in the issuance of this Note have been done, have happened, and have
been performed in regular and due form, time, and manner as required by law; and that this Note,
together with all other indebtedness of the Authority or the City of Richfield outstanding on the date
hereof and on the date of its actual issuance and delivery, does not cause the indebtedness of the
Authority or the City of Richfield to exceed any constitutional or statutory limitation thereon.
IN WITNESS WHEREOF, the Board of Commissioners of the Authority has caused this
Note to be executed by the manual signatures of the Chairperson and the Executive Director of the
Authority and has caused this Note to be dated '199
Chairperson
•
Executive Director
JBD-154841 3
RC125-170
•
•
SCHEDULE A
SCHEDULED
PAYMENT DATES SCHEDULED
PAYMENTS SCHEDULED
PAYMENT DATES SCHEDULED
PAYMENTS
8/1/01 105,864 2/1/14 125,754
2/1/02 105,864 8/1/14 127,560
8/1/02 107,402 2/1/15 127,560
2/1/03 107,402 8/1/15 129,391
8/1/03 108,961 2/1/16 129,391
2/1/04 108,961 8/1/16 131,247
8/1/04 110,540 2/1/17 131,247
2/1/05 110,540 8/1/17 133,128
8/1%05 112,141 2/1/18 133,128
2/1/06 112,141 8/1/18 135,034
8/1/06 113,764 2/1/19 135,034
2/1/07 .113,764 8/1/19 136,965
8/1/07 -115,409 2/1/20 136,965
2/1/08 115,409 8/1/20 138,923
8/1/08 117,076 2/1/21 138,923
2/1/09 117,076 8/1/21 140,908
8/1/09 118,765 2/1/22 140,908
2/1/10 118,765 8/1/22 142,919
8/1/10 120,477 2/1/23 142,919
2/1/11 120,477 8/1/23 144,957
8/1/11 122,213 2/1/24 144,957
2/1/12 122,213 8/1/24 147,023
8/1/12 123,971 2/1/25 147,023
2/1/13 123,971 8/1/25 149,116
8/1/13 125,754 2/1/26 90,081
JBD-154841
RC125-170
In all other respects the Contract remains in full force and effect according to its terms
IN WITNESS WHEREOF, the parties hereto have set their hands and seals as of the
day and year first above written.
THE HOUSING AND REDEVELOPMENT
AUTHORITY OF THE CITY OF
RICHFIELD, MINNESOTA
By: _
Its:
By: _
Its:
GRAMERCY PARK COOPERATIVE
AT LAKE SHORE DRIVE
•
By: _
Its:
STATE OF MINNESOTA )
) SS
COUNTY OF )
The foregoing instrument was acknowledged before me this day of
1998, by and
, the Chairperson and Executive Director of
The Housing and Redevelopment Authority in and for the City of Richfield, Minnesota.
Notary Public
E
JBD-154841
RC125-170
STATE OF MINNESOTA )
)SS.
COUNTY OF HENNEPIN
)
The foregoing instrument was acknowledged before me this day of ,
199, by the of a
cooperative corporation under the laws of Minnesota, by and on behalf of said corporation.
Notary Public
•
JBD-154841
RC125-170
• HOUSING AND REDEVELOPMENT AUTHORITY
HRA Letter No. 81
Agenda December 21, 1998
Issue Statement:
Request by CSM Properties, Inc. for a 60 day extension to submit the preconditions
outlined in the Interchange West redevelopment contract.
Background:
The HRA entered into a Contract for Private Development with CSM Properties, Inc. on
October 19, 1998 for the development of the Interchange West area. This agreement
contained provisions for the completion of a concept plan within 45 days and specified
12 other preconditions to be accomplished within 60 days of the acceptance of the
contract (Attachment A).
CSM is in the process of negotiating the acquisition of most of the properties in the
area. The large commercial property owners have begun looking for replacement
properties and CSM's acquisition consultant Ken Brooks, has begun negotiations with
more than 45 of the 67 homeowners. The concept plan was presented to City staff at
the Design Review Advisory Committee (DRAC) on December 9. Based on the
comments from DRAC, CSM will be making some revisions to their concept plan. For
the purpose of making these revisions and determining more precise acquisition figures,
CSM is requesting an extension until the February 16 HRA meeting for the completion
. of the preconditions stipulated in the redevelopment contract. The attached letter from
Murray Kornberg at CSM serves as an update of their current progress as well as their
request for an extension for their completion of the preconditions.
The redevelopment contract also stipulates 12 provisions to be submitted or completed
by CSM within 120 days its execution. The requested extension would not affect this
120 day period and would not, therefor, delay the overall project.
Recommended Motion:
Accept CSM's request for an extension until the February 16 HRA meeting for the
submittal of the preconditions outlined in the Interchange West redevelopment contract.
Basis of Recommendation:
1. On October 19, 1998, the HRA entered into a Contract for Private Development with
CSM Properties, Inc. for the redevelopment of the Interchange West area.
2. The contract contained several preconditions to be submitted by CSM within 60
days of its acceptance.
3. CSM is making a diligent effort to negotiate the terms for acquiring properties in the
area.
0 4. This extension would not delay the redevelopment of the site.
• Alternative Recommendation:
1. Reject the request for an extension and terminate the redevelopment contract.
2. Provide an extension of a lesser period of time for CSM's submittal of the
preconditions.
Discussion/Decision Mode:
Mr. Kornberg will be at the meeting on December 21 to present his report.
Respectfully submitted,
Jam D. Prosser
Executive Director
JDP:ds
0
Attachment A
• ARTICLE 11.5
PRECONDITIONS
Section 2.5.1. Initial Preconditions to Acquisition. Not later than 60 days from the date
of this Agreement, (45 days for the Concept Plans), unless such date is extended by the mutual
written consent of the parties, the parties shall have reached written agreement on the following
matters:
(a) the Concept Plans, which will include agreement relative to the proposed
subdivision of the Redevelopment Property and creation of the Elements of the Development;
(b) the location and nature of all public improvements to be constructed to serve and
benefit the Development, together with the timing and responsibility for their construction and
the phase out of existing public improvements;
(c) the location, layout and design of any interior traffic circulation systems,
including their interface with adjacent roadways, and the timing for construction of the same;
(d) the landscape plan and the timing for installation of the same;
. (e) tree protection during construction (redeveloper to be responsible for the cost of a
survey and protection plan.)
(f) a schedule for commencement and completion of construction of each Element of
the Development, and all public improvements to serve the Development;
(g) the condition of the Redevelopment Property with respect to environmental
contaminations and pollution; and the obligations and responsibilities of the parties with respect
to remediation, if any;
(h) the nature, location and cost of removal or relocation any utilities currently
located on the Redevelopment Property which are required to be removed or relocated due to
construction of the minimum improvements and the allocation and financing of the cost of such
activities; and
(i) the conditions for the release of Redeveloper following the assignment of an
Element described in Section 9.4(b).
0) to the extent required by law, the number of new jobs and the average wages for
the new jobs created by the Development.
(k) the form of the Tax Increment Plan, which plan, following agreement as to form,
shall have been considered and adopted by the City.
JBD-151523
RC125-152 6
(1) the program of mediation of matters described in Section 3.2(b)
• (m) the level of public assistance which is necessary in order to facilitate the
development contemplated in the Concept Plan (The "But For" Analysis)
In the event that the parties are unable to reach agreement on all the matters and in the
time described above or in the event that the Tax Increment Plan has not been adopted, either
party may terminate this Agreement by written notice to the other party whereupon this
Agreement shall, notwithstanding anything in Article X hereof to the contrary, be null and void,
and the parties shall be relieved of any further obligations hereunder.
•
1?
JBD-151523
RC125-152 7
-?. Celeb,u ag 20 Ye?.s,; of Serving Y..
CSM Corporation
2575 University Avenua West, Suite
"oil
December 16, 1998
Mr. John Stark
City of Richfield
6700 Portland Avenue South
Richfield, Minnesota 55423
Re: Interchange West
Dear John:
By Facsimile
Following is an update of our activities on the Project since the HRA Meeting at which the Contract for
Redevelopment was approved:
1. Residential A%Wjjs tion
As you know, we have retained the services of Ken Brooks of The C. Chase Company to assist us
in the acquisition of the residential property. To date Mr. Brooks has and with ovcr forty
homeowners for the purposes of (i) completing an inspection of each property, (ii) deterrni
with the owner the Fair Market Value of each property, (iii) updating the property. owners on the
status of the Projcct, and (iv) addressing specific individual concerns about the Project. As a
result of these meetings, Mr. Brooks has also obtained from each property owner a price for
which they would be prepared to sell their property. It is our goal to have Mr. Brooks complete
his meetings with the balance of the property owners by the end of the year. Upon the
completion of these meetings (at which point the owners selling price for all of the residential
property will be known and can be evaluated) we will prepare and submit to each owner a
Purchase and Sale Agreement for review and negotiation. Notwithstanding the upcoming holiday
season, we are hopeful that Mr. Brooks eau complete his meetings with all residential property
owners by the end of the year.
2. Commercial Property Acquisition
Negotiations continue with the two largest commercial property owners (the automobile dealers)
located along Interstate 494. We continue to make sigmficaat progress in addressing the
complicated issues involving the acquisition of these properties, including price, the costs and
timing of relocation, and mattm relating to the physical condition of the property. While no
definitive agreements 1"ve yet been reached we are --nfident that the progress tirade to date will
lead to the successful conclusion of these negotiations.
We have also met with several of the other commercial property owners and tenants in the Project
area, and are in the process of completing negotiations with those owners for the acquisition of
their property.
We have also asked the City, and the City has agreed to, retain the services of Conworth, Inc. to
provide relocation assistance to residential and commercial property owners and tenants.
150 • St. Paul, MN 55114.1024 (651) 646.1717 • FAX (651) 646-2404
of 51CSM1V0(,1WOMEIMISCDATAICAROI,Mwgt=fflmk1194 W&kl.doc
• 3. COnceDt Plan Development.
We continue to refine our planning for the Project, and have reviewed a preliminary Concept Plan
with membm of City staff to receive input on the critical land use issues which impact the
Project, including traffic, and utility and roadway infastructure requirements. These comments
are being incorporated into our design for the completion of the Project's Concept Plan.
As you know, the Contract for Redevelopment lists several preconditions for approval of the Project,
(including but not limited to the completion of a Concept Plan and other plans associated therewith, and
the completion of a T1F Plan and "But For" Analysis for the Project) which were to have been completed
within sixty days of the Contract execution date. While we have made significant progress to date,
significant work remains to properly address the preconditions of the Contract. We hereby request an
extension until the HRA Meeting of February 16, 1999 to allow us sufficient additional timc to address
the initial preconditions.
While this request does involve an extension of the time within which we are to satisfy preconditions, the
date by which the Contract's final conditions are to be met has not changed. At this point we are
confident that those conditions can be addressed within the time frame contemplated by the Contract. If
our extension request is approved by the HRA, the interim and final conditions will be simultaneously
addressed at the February meeting, and by that time we will have a more thorough and complete
development program for the BRA to consider. Moreover, we will also have had sufficient additional
time within which to continue our negotiations with property owners so that a more accurate and
complete financial analysis of the Project can be completed by staff and reviewed by the BRA.
We look forward to updating the HRA on the status of the Project at Monday's meeting, and to the
BRA,$ favorable response to our request. Should you have any questions regarding the Project, please do
not hesitate to contact me.
Sincerely yours,
Murray Kornberg
Acquisitions & Financing
MK/cm
cc: Bill Franke
Gary Tushie
Bruce Palmborg
0 0-1HO..%AEX.GSCDATA?CAROLMwarft \wkU99VSwkl.doe
HOUSING AND REDEVELOPMENT AUTHORITY
HRA No. 80
. Agenda December 21, 1998
Issue Statement:
Resolutions designating official depositories for the HRA of Richfield for 1999, including
the approval of collateral.
Background:
In accordance with Minnesota Statutes Section 475.66 and 118.005, the HRA of
Richfield must annually establish financial institutions, which have pledged the
necessary collateral over and above the amount of federal insurance, as public
depositories. The Firstar Bank is pledging collateral in the amount of $1,625,000. This
collateral pledge means that the HRA's deposits up to this amount are secured with the
depository. In addition to this collateral pledge, HRA funds are protected by the Federal
Deposit Insurance Corporation in the amount of $100,000, making the total protection
afforded by this depository for HRA funds equal to $1,725,000. A resolution naming the
Firstar Bank as the 1999 official depository for the Richfield Housing and
Redevelopment Authority is attached to this letter.
In 1996, Firstar Bank has a community reinvestment rating of "satisfactory." Within
Richfield, Firstar Bank has supported remodeling programs and made various cash
donations in support of City and HRA programs.
• A resolution must be provided annually, designating certain savings and loan
as
depositories for the investment of HRA Funds for 1999. These institutions, such as
investment brokerage firms offer government securities in the manner required by law.
These financial institutions include Richfield Bank and Trust Co., Piper Jaffray, Inc.,
Dain Rauscher, Norwest Investment Services, Morgan Stanley Dean Witter, Juran &
Moody, Inc. and Miller Schhroeder Financial, Inc.
With approval of these official depositories, the HRA will be able to invest funds in these
institutions, not exceeding the federal insurance of $100,000. All designated
depositories have received a community reinvestment rating of "satisfactory" or better in
associations Finally, a and resolution is banks also as official attached which depositories designates for nates certain investment financial of nancial certain HRA institutions funds.
1996.
Recommended Motion:
It is recommended that the HRA adopt the attached resolutions designating official
depositories, with the understanding that the HRA could not invest in any of the
depositories beyond the level of insurance coverage of the pledged collateral.
Basis for Recommendation:
1. It is recommended that the HRA adopt the attached resolutions designating official
depositories, with the understanding that the HRA could not invest in any of the
depositories beyond the level of insurance coverage of the pledged collateral.
2. The HRA has worked with the institutions recommended in the past and has found
to have a good working relationship with these institutions.
. Alternative Recommendation:
The HRA could solicit other financial institutions for official depositories, but past
relationships with the depositories recommended have proven satisfactory for the HRA.
Discussions/Decision Mode:
Action of the HRA is desirable at December 21, 1998, HRA meeting so that the HRA
may invest funds in the approved financial institutions for the year 1999 immediately.
Respectfully submitted,
Jame fProsser
Executive Director
JDP:ds
•
•
HRA RESOLUTION NO.
• RESOLUTION DESIGNATING THE FIRSTAR BANK A DEPOSITORY
OF FUNDS OF THE HOUSING AND REDEVELOPMENT AUTHORITY FOR
RICHFIELD FOR THE YEAR 1999 AND APPROVING COLLATERAL
BE IT RESOLVED, by the Housing and Redevelopment Authority of Richfield as
follows:
That, in accordance with Minnesota Statutes, Section 475.66 and 118.005, the
Firstar Bank-Richfield be, and hereby is designated a depository of the funds of the
Housing and Redevelopment Authority, and subject to the following terms and
conditions:
The said depository shall not be required to give bonds or other securities for
such deposits provided that the total sum thereof shall not at any time exceed in any
depository the sums for which its deposits are insured under the Acts of Congress of the
United States relating to insurance of bank deposits; but not in case such deposits in
any such depository shall at any time exceed such insured sum, said depository shall
immediately furnish bonds or other security for such excess according to law, approved
by the Housing and Redevelopment of Richfield.
That said depository shall pay on demand all deposits therein; and shall pay all
time deposits, at or after the end of the period for which the same shall be deposited, on
demand.
BE IT FURTHER RESOLVED, that there shall be maintained a general account
in which shall be deposited all monies. The following officers or their facsimile
signatures shall sign checks on this account:
THOMAS E. HARMS, CHAIRMAN
JAMES D. PROSSER, EXECUTIVE DIRECTOR
BE IT FURTHER RESOLVED, that there shall be a daily interest savings
account. All withdrawals from said account will be for transfers to the general checking
account.
BE IT FURTHER RESOLVED, that collateral in the amount of $1,625,000,
deposited for safekeeping at the Firstar Bank - Milwaukee, Wisconsin is hereby
approved.
Passed by the Housing and Redevelopment Authority of Richfield, Minnesota this
21 st day of December, 1998.
is ATTEST:
Thomas E. Harms, Chairman
Michael Sandahl, Secretary
HRA RESOLUTION NO.
RESOLUTION DESIGNATING CERTAIN FINANCIAL
INSTITUTIONS AS DEPOSITORIES FOR THE INVESTMENT OF
HOUSING AND REDEVELOPMENT AUTHORITY OF RICHFIELD FUNDS IN 1999
WHEREAS, the Housing and Redevelopment Authority of Richfield has money
which is available for investment, and
WHEREAS, different financial institutions offer different rates of return on
investments, and
WHEREAS, the Housing and Redevelopment Authority of Richfield shall purchase
U. S. Treasury Bills, U. S. Treasury Notes and other such government securities in the
manner required by law from the institution offering the highest rate to the Housing and
Redevelopment Authority providing greater flexibility in the investment program and
maximize interest income thereon.
NOW, THEREFORE, BE IT RESOLVED, by the Housing and Redevelopment
Authority of Richfield, Minnesota, as follows:
1. It is hereby found and determined that it is in the best interest of the proper
management of Housing and Redevelopment Authority funds that certain
financial institutions be designated as additional depositories for Housing and
Redevelopment Authority funds for 1999.
2. The following financial institutions designated as depositories for Housing and
Redevelopment Authority funds:
Richfield Bank and Trust Company
Dain Rauscher, Inc.
Norwest Investment Services
Morgan Stanley Dean Witter
Piper, Jaffray & Hopwood
Juran & Moody, Inc.
Miller Schroeder Financial, Inc.
3. The Treasurer and Finance Manager are hereby authorized to deposit
Housing and Redevelopment Authority funds in any or all of the depositories
herein designated. Such deposits may be made and withdrawn from time to
time by the Treasurer or Finance Managers best judgement and the interests
of the Housing and Redevelopment Authority Dictates.
4. The investment of funds and the reporting thereof pursuant to this resolutions
shall be conducted in accordance with established policies regarding the
investment of these funds.
Passed by the Housing and Redevelopment of Richfield, Minnesota this 21st day
of December 1998.
Thomas E. Harms, Chairman
ATTEST:
Michael Sandahl, Secretary
r?
0
0 HRA RESOLUTION NO.
RESOLUTION DESIGNATING CERTAIN SAVINGS AND LOAN
ASSOCIATIONS AND BANKS AS DEPOSITORIES FOR THE INVESTMENT
OF THE HOUSING AND REDEVELOPMENT AUTHORITY FUNDS IN 1999
WHEREAS, pursuant to Minnesota Statutes, Section 475.66 and 118.005;
municipal funds may be deposited in any Savings and Loan Association which has its
deposits insured by the Federal Savings and Loan Insurance Corporation, and
WHEREAS, the amount of said deposits may not exceed the Federal Savings
and Loan Insurance Corporation insurance covering such deposits which insurance
amount is presently $100,000, and
WHEREAS, the deposit of Housing and Redevelopment Authority funds in
Savings and Loan Associations and Banks would provide greater flexibility in the
Housing and Redevelopment Authority's investment program and maximize interest
income thereon.
NOW, THEREFORE, BE IT RESOLVED, by the Housing and Redevelopment
Authority of Richfield, Minnesota as follows:
1. It is hereby found and determined that it is in the best interest of the proper
is management of Housing and Redevelopment Authority funds that certain
Savings and Loan Association and Banks be designated as additional
depositories for Housing and Redevelopment Authority funds for 1998.
2. The following Savings and Loan Associations and Banks are hereby
designated as additional depositories for Housing and Redevelopment
Authority funds:
Norwest Bank Minnesota, NA
6445 Nicollet Avenue South
Richfield, Minnesota 55423
Richfield Bank & Trust Company
6625 Lyndale Avenue South
Richfield, Minnesota 55423
3. It is further found and determined that the purpose of such depository
designation is to facilitate the proper and advantageous investment of the
Housing and Redevelopment Authority funds and that such designation is not
exclusive nor does it preclude the deposit of any Housing and
Redevelopment Authority funds in other officially designated depositories of
Housing and Redevelopment Authority.
4. The Treasurer and Finance Manager are hereby authorized to deposit
Housing and Redevelopment Authority funds in any or all of the depositories
herein designated up to the amount of $100,000, or such other amount as
may be subsequently permitted by law, such deposits to be in the form of
demand accounts for Public Unit Savings Certificates purchased by the
Housing and Redevelopment Authority of Richfield, payable to the Housing
and Redevelopment Authority of Richfield on the signatures of the Treasurer
or Finance Manager.
Passed by the Housing and Redevelopment Authority of Richfield, Minnesota this 21 st
day of December, 1998.
Thomas E. Harms, Chairman
ATTEST:
Michael Sandahl, Secretary
•
0