City Council Resolution 2002-34CITY OF MONTICELLO
WRIGHT COUNTY
STATE OF MINNESOTA
Council member Brian Stumpf introduced the following resolution and moved its adoption:
RESOLUTION NO. 2002-34
RESOLUTION APPROVING THE TERMS OF $125,000 INTERNAL LOAN IN
CONNECTION WITH TAX INCREMENT FINANCING DISTRICT NO. 1-30.
BE IT RESOLVED by the City Council (the "Council") of the City of Monticello, Minnesota (the
"City"), as follows:
Section 1. Background.
1.01. The City has heretofore approved the establishment of Tax Increment Financing District
No. 1-30 (the "TIF District") within Central Monticello Redevelopment Project No. 1 (the "Project Area"),
and has adopted a tax increment financing plan (the "Plan) for the purpose of financing certain costs
identified in the TIF Plan within the Project Area (the "Improvements").
1.02. The City has determined to pay for the Improvements, consisting of land/building
acquisition, site improvements/preparation, public utilities, parking facilities, streets and sidewalks,
interest, and administrative costs (collectively, the "Qualified Costs"), which costs will be financed on a
temporary basis from [identify fund to be borrowed from; or insert: City funds available for such
purposes] .
1.03. Under Minnesota Statutes, Section 469.178, Subdivision 7, the City is authorized to advance
or loan money from the City's general fund or any other fund from which such advances may be legally
made, in order to finance the Qualified Costs.
1.04. The City intends to reimburse itself for the Qualified Costs from tax increments derived from
the TIF District [or name other districts that will be source of repayment] in accordance with the terms of
this resolution (which terms are referred to collectively as the "TIF Loan").
Section 2. Terns of TIF Loan.
2.01. The City shall repay to the City fund from which the Qualified Costs are initially paid, the
principal amount of $125,000 together with interest on the principal amount expended accruing from the
date of each initial expenditure, at the greatest of (a) the rate specified under Miivnesota Statutes, Section
270.75, or (c) the rate specified under Minnesota Statutes, Section 549.09. The interest rate for each
calendar year during the term of the TIF Loan will be determined as of each January 1, using the
maximum rate under clauses (a) or (b) in effect as of that date.
2.02. Principal and interest ("Payments") shall be paid sen --annually on August 1, 2004 and each
August 1 and February 1 thereafter to and including the earlier of (a) the date the principal and accrued interest
of the City Note is paid un full, or (b) the date of last receipt of tax increment from the TIF District ("Payment
Dates") which Payments will be made in the amount and only to the extent of Available Tax Increment as
hereinafter defined. Payments shall be applied first to accrued interest, and then to unpaid principal. Interest
accruing from the date of each expenditure to the first Payment Date shall be compounded semiannually on
February 1 and August 1 of each year and added to principal.
2.03. Payments on this TIF Loan are payable solely from "Available Tax Increment, it which shall
mean, on each Payment Date, all of the tax increment generated in the preceding six (6) months with respect
to the property within the TIF District [or name other districts] and remitted to the City by Wright County, all
in accordance with Minnesota Statutes, Sections 469.174 to 469.179. Payments on this TIF Loan are
subordinate to any outstanding or future bonds, notes or contracts secured in whole or in part with Available
Tax Increment, and are on parity with any other outstanding or future interfund loans secured in whole or in
part with Available Tax Increment.
2.04. The principal sum and all accrued interest payable under this TIF Loan are pre -payable in
whole or in part at any time by the City without premium or penalty. No partial prepayment shall affect the
amount or tuning of any other regular payment otherwise required to be made under this TIF Loan.
2.05. This TIF Loan is evidence of an internal borrowing by the City in accordance with Minnesota
Statutes, Section 469.178, subdivision 7, and is a limited obligation payable solely from Available Tax Increment
pledged to the payment hereof under this resolution. This TIF Loan and the interest hereon shall not be deemed
to constitute a general obligation of the State of Minnesota or any political subdivision thereof, including, without
limitation, the City. Neither the State of Minnesota, nor any political subdivision thereof shall be obligated to
pay dne principal of or interest on this TIF Loan or other costs incident hereto except out of Available Tax
Increment, and neither the full faith and credit nor the taxuig power of the State of Minnesota or any political
subdivision thereof is pledged to the payment of the principal of or interest on this TIF Loan or other costs
incident hereto. The City shall have no obligation to pay any principal amount of the TIF Loan or accrued
interest thereon, which may remain unpaid after the final Payment Date.
2.06. The City may amend the terms of this TIF Loan at any tune by resolution of the City Council,
includhig a detennination to forgive the outstanding pruncipal amount and accrued interest to the extent
pernnissible under law.
Section 3. Effective Date. This resolution is effective upon the date of its approval.
Adopted this 24th day of June , 2002
Mayor
ATT
r?
City Clerk
This ordinance was amended by Council action of September 9, 2002 to reflect the
changes as noted in the amended contract attached.
ARTICLE III
Acquisition of Propertv; Financial Assistance
Section 3.1. Acquisition and Conveyance of the Development Property. As of the date of
this Agreement, the Developer has entered into one or more purchase agreements for the acquisition
of the Development Property from a third -party. Neither the City nor the Authority shall have any
obligation to acquire any part of the Development Property.
Section 3.2. Soil Conditions. The Developer acknowledges that neither the Authority nor
the City makes any representations or warranties as to the condition of the soils on the Development
Property or its fitness for construction of the Minimum Improvements or any other purpose for
which the Developer may make use of such property. The Developer further agrees that it will
indemnify, defend, and hold harmless the Authority, the City, and their governing body members,
officers, agents, servants, and employees, from any claims or actions arising out of the presence, if
any, of hazardous wastes or pollutants on the Development Property. The Developer's obligations
under this Section 3.2 shall survive termination of this Agreement.
Section 3.3. Payment of Administrative Costs. The Authority hereby agrees that it will pay
its own Administrative Costs (as hereafter defined). For the purposes of this Agreement, the term
"Administrative Costs" means out-of-pocket costs incurred by the Authority and attributable to or
incurred in connection with the negotiation and preparation of this Agreement and other documents
and agreements in connection with the development contemplated hereunder.
Section 3.4. Land Acquisition. In order to make development of the Minimum
Improvements economically feasible, the Authority will reimburse the Developer, in the manner
and amounts set forth herein, for up to $158,000 of the Land Acquisition Costs, hereby defined
as up to $158,000 of the Developer's cost of acquiring the Development Property. Any costs in
excess of these respective amounts shall be the responsibility of the Developer. Neither the
Authority nor the City shall have any obligation to the Developer or to any third party with
respect to any defects in the construction of the Minimum Improvements.
Section 3.5. Financing of Land Acquisition Costs. The Authority will reimburse the
Developer for the Land Acquisition Costs in accordance with the following terms and
conditions:
(a) Subject to the terms and conditions of this Agreement, the Land Acquisition Costs
will be paid by the Authority to the Developer in accordance with the following schedule: (i)
$53,000 will be paid within 30 days of the date on which the Developer has received a
Certificate of Completion for at least 3 Houses on the Development Property pursuant to Section
4.4 of this Agreement; (ii) an additional $52,500 will be paid within 30 days of the date on which
the Developer has received a Certificate of Completion for at least an additional 4 Houses (for a
total of 7 Houses) on the Development Property pursuant to Section 4.4 of this Agreement; and
(iii) an additional $52,500 will be paid within 30 days of the date on which the Developer has
received a Certificate of Completion for at least an additional 4 Houses (for a total of 11 Houses)
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on the Development Property pursuant to Section 4.4 of this Agreement. As a precondition to
receiving each payment hereunder, the Developer must provide the Authority with a payment
request certificate signed by its duly authorized representative stating that the Developer has paid
Land Acquisition Costs in at least the amount of $158,000 and that no Event of Default has
occurred and is continuing under this Agreement. The payment request certificate must be
accompanied by evidence satisfactory to the Authority that the Land Acquisition Costs have
been incurred and paid by the Developer.
(b) The Authority shall not be obligated to make any payment under this Section if.
(i) there is an Event of Default on the Developer's part under this Agreement that has not been
cured; or (ii) the Developer has failed to comply with the payment procedures described herein.
Section 3.6. Fee Waivers. The City will forgive up to $42,750 of permit application and
other fees (the "Fees") that would otherwise be due to the City and borne by the Developer in
connection with development of the Development Property, provided that if the Developer does not
receive a Certificate of Completion for the Minimum Improvements pursuant to Section 4.4(a) of
this Agreement, the Developer shall pay to the City any Fees forgiven pursuant to this Section 3.6.
Section 3.7. Business Subsidy Agreement. The Business Subsidy Act does not apply to this
Agreement because the assistance being provided hereunder is to promote housing opportunities
within the City.
Section 3.8. City and Authority Internal Financing Arrangements. (a) In order to enable
the Authority to provide the Land Acquisition Costs financing to the Developer described herein,
the City shall loan the Authority $158.000 (the "Loan") on or before the date on which the
Authority becomes obligated to pay such amount to the Developer. The Authority shall repay
the City for the Loan, with interest thereon at 5.00% per annum commencing to accrue on the
date such loan is made. Repayments will be made solely from and to the extent of Available Tax
Increment, hereby defined as 90% of Tax Increment, and will be paid by the Authority to the
City on each February 1 and August 1 (each such date a "Payment Date") commencing on
August 1, 2004 and terminating on the earlier of February 1, 2030 or the date the Authority has
repaid the Loan in full pursuant to this Section 3.8.
(b) The Authority shall additionally reimburse the City for the Fees forgiven by the
City pursuant to Section 3.6 of this Agreement (the "Waived Amount"). with no interest accruing
on the Waived Amount. Such reimbursements shall be made from excess tax increment
generated by one or more of the Authority's other housing tax increment districts in the City to
the extent that such tax increment may lawfully used for such purpose and shall be made no later
than a reasonable time after the Developer has received a Certificate of Completion for the
Minimum Improvements.
(c) The Authority shall have no obligation to pay any portion of the Loan that remains
unpaid after the Termination Date. The Authority may prepay all or part of the Loan or the Waived
Amount at anv time.
(d) The provisions of this Section 3.8 are for the sole benefit of the City and the
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Authority and shall not be deemed to create any right in any person not a party to this Agreement.
Section 3.9. Tax Increment Deficiencies. (a) If, on the Termination Date, the City has
not been filly reimbursed for the Loan pursuant to Section 3.8 of this Agreement, the Developer
shall pay to the City, within 10 days of demand therefor, an amount equal to the difference
between the sum of the Loan (and interest thereon as described in Section 3.8(a)) and the amount
of Available Tax Increment paid to the City by the Authority pursuant to Section -3 .8(a).
(b) The Developer understands and acknowledges that the Authority makes no
representations or warranties regarding the amount of Tax Increment that will be generated by
the Minimum Improvements. Any estimates of Tax Increment prepared by the Authority, its
financial advisors, or its other officers, agents, or employees in connection with the TIF District
or this Agreement are for the benefit of the Authority, and are not intended as representations on
which the Developer may rely. The Developer further understands and acknowledges that no
assistance is being provided by the Authority or the City hereunder except as set forth herein,
and that the Developer shall have no other claim against any funds of the Authority or the City.
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