HRA Agenda 06-05-1996AGENDA
MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY
Wednesday, June 5, 1996 - 7:00 p.m.
City Hall
MEMBERS: Chairperson Al Larson, Vice Chairperson Brad Barger, Tom St. Hilaire, and
Roger Carlson.
STAFF: Rick Wolfsteller, Jeff O'Neill, and 011ie Koropchak.
GUEST: John Komerak, Redeveloper
Merrlyn Seefeldt
Steve Andrews
CONSIDERATION TO INTERVIEW THE TWO CANDIDATES FOR THE VACATED
HRA SEAT.
1. CALL TO ORDER.
2. CONSIDERATION TO APPROVE THE MAY I AND MAY 29, 1996 HRA
MINUTES.
3. CONSIDERATION TO DISCUSS, ELECT, AND RECOMMEND TO CITY
COUNCIL A CANDIDATE TO FILL THE VACATED HRA SEAT.
4. CONSIDERATION TO ADOPT A RESOLUTION MODIFYING THE
REDEVELOPMENT PLAN FOR CENTRAL MONTICELLO
REDEVELOPMENT PROJECT NO. I; MODIFYING THE BUDGETS OF TAX
INCREMENT DISTRICT NOS. 1-1 THROUGH 1-19; ESTABLISHING TIF
DISTRICT NO. 1-20 AND APPROVING THE CMRP PLAN AND TIF PLANS
RELATING THERETO.
5. CONSIDERATION TO ENTER INTO AN ASSIGNMENT AND ASSUMPTION
AGREEMENT BETWEEN THE HRA, KATZMAREK. AND CEDRUS CREEK.
6. CONSIDERATION TO AUT14ORIZE EXECUTION OF THE LOAN
AGREEMENT BETWEEN THE HRA AND MCP.
7. CONSIDERATION TO ENTER INTO TWO WALL MAINTENANCE
AGREEMENTS BETWEEN THE HRA AND EACH ADJACENT OWNER.
K. CONSIDERATION TO AMEND THE PLEDGE AGREEMENT FOR TIF
DISTRICT NO 1-5.
9. CONSIDERATION TO REVIEW THE CERTIFICATE OF COMPLETION FOR
PRESBYTERIAN HOMES.
9
t _ 10. OTHER BUSINESS.
a) HRA monthly bills. b) b.s`.r. u �� v•9 0..� \o'11or
11. ADJOURNMENT.
MINUTES
MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY
SPECIAL MEETING
Wednesday, May 29, 1996 - 7:00 p.m.
MEMBERS PRESENT: Chairperson Al Larson, Vice Chairperson Brad Barger, Tom St.
Hilaire, and Roger Carlson.
STAFF PRESENT: 011ie Koropchak.
GUEST: Attorney Steve Bubul
Redeveloper John Komarek
Chairperson Larson called the special HRA meeting to order at 7:00 p.m.
•. rr. t• ;• r. ..�
Al Larson made a motion to approve the May 6, 1996, HRA minutes. Roger
Carlson seconded the motion and with no corrections or additions. the minutes were
approved as written.
AI Larson made a motion to approve the May 13. 1996, HRA minutes. Roger
Carlson seconded the motion and with no corrections or additions, the minutes were
approved as written.
CONSIDERATION TO ADOPT A RESOLLI'1'lON APPROVING THE
CONTRACT FOR PRIVATE REDEVELOPMENT AMONG THE HRA. THE
CITY_ AND CEDRUS CREEK CRAFTSMAN_ INC.
Attorney Bubul summarized the Private Contract among the HRA, the City, and
Cedrus Creek. The previous evening, the City Council approved the contract as
written on a 3-2 vote with one modification: The entire $40.000 for the City parcel
(Gille) to be paid upfront.
Within the three TIF parcels, ten units will be constructed on a three-year buildout.
Ouuide the TIF parcels, nineteen units will be constructed over a five-year buildout.
TIF assistance is $130,000. 532.500 TIF payout upon closing of HanawalVBanyai
parcels and Sl0.000upon issuance of a Certificate of Completion for each townhome
completed not -to -exceed $32,500. The remaining $65,000 with a noncompound
interest rate of 8.5% per annum commencing August 1. 1999 and ending
Page I
The $40,000 paid to the City for its parcel upon closing and transferred to the
redeveloper for SI.00. $25,000 of the $40,000 from non-restrictive funds therebye
the HRA gifting the 5`,i, local contribution eliminating the City's HACA Loss. The
local contribution is not payment from the redeveloper or TIF dollars. The TIF
dollars are subject to a reverter: If the City parcel is not developed, TIF payments
stop. TIF District No. 1-20 may have an early pay-off which would offset the costs
incurred by the HRA for acquisition of the City parcel. Attorney Bubul informed
member the Contract does allow the HRA options relating to acquisition or
development of the Kannarek parcel.
Brad Barger informed HRA members of an interested buyer for the Katzmarek
parcel. Chairperson Larson informed members of Administrator Wolfsteller's
response: is the Kaaanarek parcel developable? "The City would have a tough time
denying a permit." Developed as prairie grass, the parcel would be of non-clensity.
Komarek expressed his interest to develop the parcel and requested the HRA
explore (survey) the parcel for development. Barger and St. Hilaire felt the parcel
was worth exploration because as a developed parcel a win/win situation occurs.
As the redeveloper and as buyer on the purchase agreement, HRA suggested
Komarek explore (survey) the parcel. Knowing this project was not about money,
Tom St. Hilaire made a motion adopting the resolution approving the Contract for
Private Redevelopment among the HRA, the City, and Cedrus Creek Craftman, Inc.
as approved by the Council. Al Larson seconded the motion and with no further
discussion, the motion passed unanimously.
4. A• • • Y • . • • I' • : Y Yt. it WE CUF&TeG• Y.
WEST •.•
Koropchak reported the title work is underway by Preferred Title whom most
recently received the abstract. Targeted closing date, May 31, 1996. Tom St. Hilaire
requested the following entered into the HRA minutes: St. Hilaire is totally against
the HRA's purchase of the I I I West Broadway parcel for four reasons. One.
Conflict of Interest. HRA Chairperson Al Larson also a member of the MCP Board
of Directors, seconded the motion to acquire the parcel. Secondly, the purchase
price is over the suggested 120% guideline (537,000 X 1.20 — $44,400). Third, the
acquisition is against the Attorney's suggestion and does not meet the "but for" test.
Lastly, the acquisition stops normal rehabilitation by private redevelopment.
Roger Carlson noted the HRA purchase price was not greater than 120% of the
seller's appraisal and the private developer was not expected to build for two to
three years. Hilaire noted he had received more phone calls of opposition relating
to the approved acquisition. Carlson noted he had also; however, in favor of
acquisition. Barger said he only voted in favor of acquisition because he saw the
HRA ownership as short term. Chairperson Larson noted the "but for" test only
applied upon establishment of a TIF District.
Page 2
HRA N DHIM
MAY 29, 1996
With receiving only one application for the vacated HRA seat, HRA members
agreed to extend the deadline for application until May 31, 1996. Names suggested
were Paul Tbeilen, Marlyn Seefeldt, %m Maus, Charles Walters, and Dave Kranz.
Tom St. Hilaire noted he would be out-of-town the month of lune except for 8 days.
The special HRA meeting adjourned at 8:05 p.m.
Q 9.� K���
011ie Koropchak, Executive Director
Page 3
MINUTES
MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY
Wednesday, May 1, 1996 - 7:00 p.m.
City Hall
MEMBERS PRESENT: Chairperson Al Larson, Tom St. Hilaire, and Roger Carlson.
MEMBERS ABSENT: Vice Chairperson Brad Barger and Everette Ellison.
STAFF PRESENT: Rick Wolfsteller and 011ie Koropchak.
GUEST: John Komerak, Developer
Attorney Steve Bubul
Financial Consultant Mark Ruff
Bill Endres
1. CALL TO ORDER.
Chairperson Larson called the HRA meeting to order at 7:00 p.m.
2. CONSIDERATION TO APPROVE THE AP t . ND P n. 11. 1996 Ra
MINLMFS.
Larson requested an amendment to the April 3 minutes, page 3, item tt5, paragraph
2: To read "his initial conversation with Katzmarek began somewhat -hostel and
ended cordial and business -like". St. Hilism requested an amendment to the April
3 minutes, page S, item t18, lest paragraph: To read "ifthe HRA elects to increase
the levy, we may as well close-up shop." Roger Carlson made a motion to approve
the April 3, 1996. HRA minutes as so amended. Tom St. Hiliare seconded the
motion and with no further corrections or additions, the minutes were approved as
amended.
Roger Carlson made a motion to approve the April 11, 1996. HRA minutes. Tom
St. Hilaire seconded the motion and with no corrections or additions, the minutes
were approved as written.
3. CONSIDERATION TO REVIEW THE REVISED TIF SURPLUS PROJECTIONS
AND RECOMMENDATIONS FOR APPROVAL,
Mark Ruff reported on the revised TIF surplus proforma paling atter some fine-
tuning the HRA has more dollars. The initial projections only included the cash
balance of the tax increment accounts while the revised projections include three
HRA accounts: TIF (restrictive funds). HRA General Fund (non-restrictive funds),
and debt service funds. At the end of tax increment year 1995, the HRA combined
Page I
HRA NUNUTES
MAY 1, 1996
cash balance is approximately $485,000. It is projected, the HRA will net an annual
tax increment revenue of approximately $130,000 over the next few years. This does
not include interest income nor expenditures.
Mark reviewed his six -written recommendations with HRA members and suggested
the HRA consider an obligation to issue bonds for perhaps park proceeds or land
purchase (landbank). This an alternative to safeguard against any further restrictions
enacted by Legislators starting January 1997. Restrictions could eliminate the HRA
availability to utilize their funds. The best and most aggressive alternative would be
include the obligations into the tax increment plan prior to selling the taxable bonds.
The obligations might be considered in the fall with the focus of
downtown/riverfront and after November elections. St. Hilaire felt no harm done
if the surplus was returned to the taxpayers of the city, county, and state. It was
pointed out that no money is returned to the school district as the school district
initially received no loss.
Relating to recommendation No. 4: The expected annual HACA loss to the City is
520,000 to $30,000 over the next 8 years. HRA members directed Mark Ruff to
prepare a list of options: "How can the HRA assist in recovery of the City's loss""
The direction given to prevent or eliminate any barriers between the HRA and City
Council or Administration. Mark informed members that with the direction given
the projected annual tax increment revenue would be reduced from $130,000 to
approximately $1OO.000.
AI Larson made a motion accepting the TIF Surplus Proforma and Projections as
prepared, authorizing Publicorp to update the TIF Proforma annually, and approving
the six -outlined recommendations for implementation. Tom St. Hilaire seconded the
motion and with no further discussion, the motion passed unanimously.
• y a 201XA III. • t I[$),,= t• air I.rl• • „ Iwo a
�Acmqml:vl
Mark Ruff reported with the reduction of 12 townhome units to 10 units within the
proposed TIF District, the projected tax increment assistance is reduced from the
original amount of 5160,0OOto 5130,000-135,000. In order for the redeveloper to
have a reasonable sales return of 6.5WS130,00011F assistance plus the value of the
Gille parcel is necessary. Without assistance, the sales return is 2.1 %. A typical
metro sales return is 9.5%. Mr. Ruff suggested a split payment of the $1 30,000
Page 2
0.
HRA MINUTES
MAY 1, 1996
($65,000 up -front and $65,000 pay-as-you-go), City to gift $20,000 of the land value
therebye satisfying the 5`$ local contribution which waives the HACA Penalty plus
the City receiving a payment of 515,000 from the HRA. It was suggested
Administrator Wolfsteller check with the County relating to the County's interest to
share in the gains of the tax -forfeited parcel. Developer Komerak said he could live
with the suggested proposal. Bill Endres reported Marquette Bank has a conditional
commitment and awaits the Redevelopment Contract relating to assistance by the
HRA and the City. Additionally, the status of the Katrmarek parcel is of vital
interest to the Bank as without cleanup the marketability of the Prairie West Project
is greatly hampered. It was recommended, the HRA meet with the City Council to
discuss both the overall concept of the project and the City's willingness to gift the
520,000 prior to incurring unnecessary preparation costs.
Tom St. Hilaire made a motion authorizing the HRA to enter into the Pre -
Development Agreement with an effective term ending in 90 days and upon receipt
of a $5,000cashier check from the redeveloper and requesting a special meeting with
the City Council on May 13, 6:30 p.m. Additionally, the motion included TIF
assistance in the amount of $130,000 NPV (S65.000 upfront and $65.000 pay-as-you-
go), City gift $20,000 of the value of the Gille property as the 546 local contribution
waiving the HACA Penalty and the HRA payment to the City in the amount of
$15,000. Disbursement of upfront 71F assistance in three phases and 60/40 split
(HRA/ redeveloper) for the City and pay-as-you-go assistance. Al Larson seconded
the motion and with no further discussion, the motion passed unanimously.
In order to keep the Prairie West project on the scheduled time -line and with the
City a party to the Private Redevelopment Contract, consideration to approve the
Private Redevelopment Contract was scheduled for Council. May 28. 7:00 P.M. and
for HRA. May 29,7:00 P.M.
Additionally, Mark Ruff of Publicorp. Inc., inquired of the HRA's interest to
refinance TIF bonds which may result in a savings of $10,000 to $25,000. HRA
members agreed to refinance and instructed Mark to explore and proceed with
refinancing.
CONS D RATION TO REVIEW THE 1400 WEST BROADWAY APPRAISAL
AND PURCHASE AGREEMENT FOR CONSIDERATION TO ACQUIRE.
HRA members reviewed the Purchase Agreement of $145,000 and the Appraisal
completed by John Farrell. Appraised value, $70,000. Members evaluated potential
costs associated with the eminent domain: Relocation cogs, $20,000435AOO;costs
Page 3
HRA MINUTES
MAY 1. 1996
associated with the eminent domain process. and attorney and relocation consultant
fees. They discussed the non -tangible benefits associated with a direct buyout as
compared to the eminent domain process: Negative comments, protection and safety
issues, and good -will. Additionally, the HRA discussed the likelihood of the parcel
being developed as a portion lies within the flood plain.
Tom St. Hilaire made a motion accepting the 1400 West Broadway property at a
purchase price of 5145,000. Al Larson seconded the motion and with no further
discussion, the motion passed unanimously. The request for City Council approval
of the overall concept of the Praire West project on May 13 should include the City
accepting the 1400 West Broadway parcel as green space. HRA members questioned
if the estimated $10,000 demolition costs could serve as an offset of the local
contribution to waive HACA Penalties.
•_ • .'r C11M M;h, IwI MQ r. I MN to) . „ .r.. . . •
r. :1. miltomizi •:,, •M
Without the presence of Assistant Administrator Jeff O'Neill, this item was tabled.
HRA members inquired to whom requested Council's consideration of this item.
Administrator Wolfsteller responded. "Charles Ehlen of Cinco Corporation asked if
the City was interested in selling its property and at what price." HRA members
unanimously agreed to tum -down the Cotmcil's request that the HRA first attempt
to enforce the provisions of their own development agreement and re-establish the
original 2041 easement from Locust Street. Attorney Bubul said the HRA or City
has no obligation to enforce the development agreement.
•. 1 r1. 11 �Ir • .: r•. :•.,
• ., „ • . Ar :.air .• . ,:. 1 r•. • : r • . l•
•M2#KWIW4A J File] M 1:44
HRA members directed Koropchak to address of letter of thanks to Everette Ellison
and to order a plaque for presentation at a reception. Al Larson made a motion
accepting the letter of resignation from Commissioner Everette Ellison and
authorized advertising in the Monticello Times. Roger Carlson seconded the motion
Page 4
HRA MINUTES
MAY 1, 1996
and with no further discussion, the motion passed unanimously. Resumes would be
accepted through May 24 with the intent to interview prior to or on June 5, 1996, for
submittal of a recommendation to City Council on June 10, 1996.
•ri . • �; : r •7;<iT t 17i 10'.14 WIN COWCONk:fa:l7:�i7 d si7:1
r. ti •Ll • , • r
Koropcbak reported on Mr. Fluth's reaction to the HRA's offer of April 3: First
right of refusal for a period not -to -exceed three years. $100 annual renewal. Mr.
Fluth felt the $100 annual renewal was an insult and understood the HRA previous
intent as a purchase offer.
Mart Ruff informed HRA members that there arc advantages to purchasing parcels
in or close to a redevelopment area (land -banking) if potential exists to get out. The
real question is one of policy. Wolfsteller informed members that a local business -
owner had made inquiries relating to city parking requirements for development of
the 111 West Broadway parcel. Roger Carlson expressed HRA ownership of the
parcel allowed for some control. Additionally, Carlson was aware that Mr. Fluth has
received inquiries of interest to acquire. Roger Carlson made a motion approving
an offer of 537,000 (HRA appraised value), 52,500 earnest money, not -to -exceed
nine months for acquisition of the 111 West Broadway parcel. Al Larson seconded
the motion and with no further discussion the motion passed 2-I. Yeas: Roger
Carlson and Al Larson. Neys: Tom St. Hilaire. Reason for opposition to motion:
Removal of taxable property and discouraging private development/investment.
t •. •�;: r•. (631WA INr.EGM rr•. Me0: •:.
1:4 "1 :1 luj 4 4. r. : a0
Tabled as modification are being made to the agreement.
a) HRA members ok'd the monthly HRA bills.
pp The HRAmeeting
nadjourned at 8:30 p.m.
O.XY.w.r� \!!\ en- �.Y
011ie Koropchak, HRA Executive Director
Page 5
QUESTIONS FOR HRA CANDIDATE INTERVIEW
JUNE 5, 1996
NAME OF HRA CANDIDATE
1. WHAT IS YOUR PHILOSOPHY WITH REGARDS TO GOVERNMENTAL
ASSISTANCE OF PRIVATE BUSINESS EXPANSION AND RELOCATION
EFFORTS? WHAT IS THE PROPER LEVEL?
2. WHAT IS YOUR PHILOSCOPY WITH REGARDS TO GOVERNMENTAL
ASSISTANCE OF PUBLIC IMPROVEMENTS? WHAT IS THE PROPER LEVEL?
3. EXPLAIN WHAT PREVIOUS EXPERIENCE YOU MIGHT HAVE WITH AN HRA OR
WITH THE USE OF TAX INCREMENT FINANCING (TIF)? WHAT DO YOU
FEEL YOU CAN CONTRIBUTE TO THE HRA AND CITY OF MONTICELLO?
4. WHAT ARE SOME SPECIFIC IDEAS ON HOW MONTICELLO SHOULD DEVELOP
AS IT RELATRS TO AN HRA OR TIF:
a) Housing
b) Redevelopment
c) Industrial
5.VIVIOUSLY YOU RECEIVED A COPY OF THE LOCAL TIF POLICIES
RHD$ *RAMH PROJR(-r PLAN OBJRL-r L
FOR IMPROVIN
6. HOW READILY AVAILABLE ARE YOU FOR SERVING ON THE HRA?
7. OTHER QUESTIONS?
QUESTIONS THE CANDIDATE MAY HAVE OF THE HRA COMMISSION, COUNCIL OR
STAFF.
SWilliam J. and MeMY n L. Seefeldt • 167 Jerry Liefert Drive • Monticello, MN 55362-9003
L (612) 295-5698
I
May 30, 1996
City of Monticello
MoraiceDo, MN 55362
1 would tike to volunteer my services as a manber of the Housing and Redevd.
opment Authority. Enclosed is my resume. TL you for your .,,....! L.
Sincerely,
Menlyo L. Seefeldt
Remnse of
Mer*n L SWdW
167 Jerry I.iefert Drive
Monticello, MN 55362
(612) 295-5698
EDUCATION: Bachelor of Arta flan Valparaiso University, Valparaiso, Indiana
Major: Theology Minor. Education
OCCUPATION: Part owner ofElectro-Industries, assisting in an phases of phnniog,
critique new product .1. .:. ,r ,— -i, edit all sales and mares liter-
atwe and najar direct accounting and In resouwes responsi-
bility.
RESIDENCY: lived in Morficello Township since 1974, in the city of Monticello
shoe February 1992.
COMMUNITY A member of the Industrial Development Committee for the past
SERVICE: three years.
Christian Education Director of the Buffalo Assembly of Clod
church
PERSONAL: Wife, mother of far grown children and grandmother of two,
M
May 24, 1995
1005 East River St.
Monticello, MN 55362
Jeff O'Neil
250 East Broadway
Monticello, MN 55362
Dear Jeff:
I would like to be considered for the open position on the HRA. 1 feel that the
HRA will continue to play a strong role in shaping the Monticello community
through key acquisitions and aggressive partnerships with the Council, MCP, city
Staff and the residents of Monticello at large. This is a great time in Monticello's
history. The continuation of careful planning will allow for further growth while still
preserving the essence of our town. I would like to be a part of this process by
serving on the HRA.
I look forward to continuing my involvement with my community either through
the HRA position or in my present capacity as a Parks Commission member.
Thanks for your consideration.
If you have any questions of me please feel free to call at 295-6512. c�qg
Sin
Steve Andrews
Steven R. Andrews
resumi
Projects/Activities
Monticello Parks Commission.
Crew member, Monticello - Big Lake Ambulance Service.
Participant in quality improvement process at Monticello - Big Lake Community
Hospital's Ambulance Department.
Custom-designed and implemented a computer-aided dispatch system for North
Medical Transponation Services.
Employment
North Memorial Medical Center, Robbincdale, 1979 - present:
Present capacity:
Supervisor, North Medical Transportation Communications Center.
Oversee day -today operations of the ambulance dispatch center.
Supervise 19 employees.
Responsible for department budget and Financial planning.
Education
St. John's University, graduated cum laude 1989.
Majors: Govemmem/Public Affairs, and Social Science.
Other involvements: Dehate Team; Coordinator, Medical Response Unit.
Interests
Family: My wife Mary, and our first child due in September.
Community and neighborhood involvement.
Home improvement projects.
Computer / Internet applications.
HRA AGENDA
JUNE 5,1995
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A. Reference and Badcommd:
'Ile HRA is requested to adopt the enclosed resolution modifying the following.
"Ile Redevelomnent PL of Central Monticello Redevelgoment Emiect No. 1:
'Ile HRA intends to acquire the following parcels as described by address and parcel
number:
155-0104)52071 Fluth I I I West Broadway
155-500-034305 Hanawalt 1300 West Broadway
155-500-033401 Banyai 1304 West Broadway
155-500.033402 City
155-500-033400 City
155-5004133403 Katunarek 1400 West Broadway
Each parcel is currently inside the boundaries of the Central Monticello
Redevelopment Project No. I but outside the boundaries of an existing TIF District.
However. at a future time one or mora of the parcels may be included in a district.
blodifyjpa the Budgets of TIF District Not 1-1 through 1-18_
For various activities in the Redevelopment Project the current expected costs
include:
SEE SUPPORTING DATA PAGE 1.32
SEE SUPPORTING DATA PAGES 1-32 AND 1-3g.
THE PLAN AND BOUNDARY MAP FOR TIF DISTRICT NO. 1.20.
The modification are consistent with the proposed Prairie West Analysis and
approved Publicorp recommendations and approved Contract for Private
Redevelopment between the HRA. City. and Cedrus Creek. A public hearing date
Page 1
( has been set by the City Council for Monday, June 24, 7:00 p.m. to consider the
above modifications.
B. Alternative Actions:
I. A motion to adopt the resolution modifying ............
2. A motion to deny adoption of the resolution modifying .......
3. A motion to table any action.
4. A motion to adopt the resolution with certain added modifications.
C. Recommendation -
Recommendation is Alternative Action No. 1.
D. $1gpailing Data.
Excerpts from the CMRP and Plan for TIF District No. 1-20. Copy of the resolution
for adoption.
Page 2
AN 03 '96 01:42PM EH -ERS S ASSOCIATES
HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOR THE COY OF MONTICELLO
RESOLUTION NO. _
RESOLUTION MODIFYING THE REDEVELOPMENT PLAN FOR
CENTRAL MONTICELLO REDEVELOPMENT PROJECT NM 1;
MODIFYING THE BUDGETS OF TAX INCRLNtE NT FINANCING
DISTRICTS NO& 1-1. I -X 1J, IA I.S.1.6,1.7,1.8,1-9,1-1Q 1.11.1-12,1•
13,1-14,1.13,1.16,1-17, AND 1-18; ESTABLISHING TAX INCREMENT
FINANCING DISTRICT NO. 1-20 AND APPROVING THE CENTRAL
MONTICELLO REDEVELOPMENT PLAN AND TAX INCREMENT
FINANCING PLANS RELATING THERETO, LOCATED W17'111IIN
CENTRAL MONTICELLO REDEVELOPMENT PROJECT NO. 1.
P. 4/i
WHEREAS, die City Council (the"Caunc(P7 of the City of Monticello (the "Oty') has proposed
to modify the Redevelopment Pico (the "Redevelopment PLn'j for Central Monticello Redevelopment
Project No. l (the "Redevelopment Projecr No. 1"). modify the Tax Increment Financing Plans for the Tax
IneninewFinane(ngDisnieuNos. 1-1. 1-2. 1-3, 1-4. 1-5, l-6. 1-7, 1-8, 1-9, 1-10. 1.11, I.12. 1-13.1.14.
1-15,1-16.1.17, and 1.18 (the "the Tax Increment Finaocing Districts'), and establish Tax Increment
Fining District No. 1-20 ("District No. 1.20"), all pursuant to and in accordance with Minnesota
Statins. Seedoos 469.001 to 469.047 and Miwusoea Statutes, Sections 469.174 to 469.179, inclusive, as
annended. and
WHEREAS, the Housing and Redevelopment Authority in and for the City of Monticello (the
"Au6orirj0 has investigated the facts and have caused to be prepiued a mot i&d Redevelopment Plan for
Re:devrlopment Project No. 1, modified Tax increment Financing Plans for Tax Increment Financing
Disuicts Nos. 1-1, 1-2, 1.3. 11, I.S, lam, 1.7, 1-8, l-9, 1-10, 1-I 1, 1-12 1-13, 1-14, I-13, 1-16, 1-17, and
I -18 ad the Tax Increment Financing Plan for Tax Increment Financing District No. 1-20 (the "Plans"):
and
WHEREAS, proposed developments as described in the Plans in the opinion of the Authority,
would not reasonably be cape aW to occur solely through private investment within the reasonable
foreseeable fitturc and therefor, the use of tax increment ftnamml is necessary; curd
WHEREAS, the Authority and City have performed all actions required by law to be performed
print to the modification of Redevelopment Project No. 1. the modification of the Tax Increment Financing
Districts. and the establishment of DisWct No. 1-20 including, but of limited to. notification of Wright
Conray and School District No. 882 having taxing jurisdiction over the pttsperry Included in the Tru
Increment Financing Districts and Duttict No. 1-20, a review by We City Planning Commission of the
proposed Plans. and the scheduled holding of a public hearing upon published notice Y required by law.
BE R RESOLVED by the Board of Commissioners of the Housing and Radevelopmtat Audwrity
in and for the City of Monticello, as follows:
1. The Plans aro hereby approved and adopted and shall be placed an file in the office of the
Etccutive Director.
JUN 03 '96 01:42PM EHMM 8 ASSOCIATES P.5/7
2. Subject to the appoovW of the Plant by the City Council, nil, the AmhorWs advisors and legal
�l counsel am authorized and directed to ptocroo I with the i . s, .., ,.,- 4— of the Plain and for Chit purpose to
negodw, drdt. prepare and present to dds Hoard for its comudderadon all Rutter plans. teschrtion.
doommus and contraw necessary for this purpose.
3. Upon approval of the Plans by the City Council, due Executive Director is a uthosimd to
fonvard a copy of the Plans to the Wd& County Audita and the Mmnmu Department of Remme
pmsom to Minoaota Statues 469.175. subdivision I
Approved by the Bond of Comtdtsionen of the MondmHo dousing end Redevelopment
Autbodty dds 56 day of Inc. 1996.
ATTEST:
cN.%WPDATA1MONtf3af41. PAPPROVLI=
(AS MODUMD JANUARY 22, 1996)
The HRA intends to acquire the following parcels as described by address and parcel number.
1400 West Broadway
155-500-033403
225 Front Street
155-010-064010
525 East Broadway
155-015-003060
109 West Broadway
155-010-052131
108 Walnut
155-010-052130
Each of these parcels is currently inside the boundaries of the Central Monticello Redevelopment Project No.
I but outside of the boundaries of an existing tax increment financing district. However, at a future time one
or more of the parcels may be included in a tax increment financing district.
The HRA or City may acquire property listed in this subsection of the Redevelopment Plan pursuant to the
Housing and Redevelopmern Act, including acquisition of real or personal property or any interest therein by
gilts, grant, purchase. exchange. lease. transfer, bequest, devise or otherwise, and by the exercise of the power
of eminent domain, in the manner provided by Minnesota Statutes, Chapter 117.
(AS MODIFEED JUNE 24,19%)
The HRA Intends to acquire the following parcels as described by address and pared number.
earcel Number
155410452071
155-500-030305
155.500-033401
155.500-033402
155.500-033400
155.500433403
Each of these parols Is currently Inside the bound- rks of the Central Moatledlo
Redevelopment Project Na 1 but outside of the boundaries of an edstiag tax Itteraneat f1madng
district. However, at a future time one or more of the parcels may be Indnded In a tax Increment
financing distrM.
The HRA or City may acquire property listed In this subsecWn of the Redevelopment Plan pursuant
to the Housing and Redevelopment Act, ladudlrtg acquid, n of real or pemnal property or any
Interest therein by ftft brant, purchase, exchange, lease, transfer, bequest, devise or otherwise. and
by the exercise of the power of eminent domain. in the manner provided by Minnesota Statutes,
Chapter 117.
Subsection 1.9. Public Immovemcnts and Facilities Within Redevetg=tPrniect No. 1. publicly
Maned improvements within Redevelopment Project No. I to be financed include:
awirmrm~ d rwwa Ne 1 1.16
Total $990.O0o.00
Subject to restrictions as applicable to each individual tax increment financing district pursuant to Minnesota
Statutes, Section 469.174 to 469.176 (including limitations as to the type of development that may be assisted
and geographic boundaries within which irrtatent may be spent), tax increment from any existing and future
tax increment financing district may be used to pay for public costs. This budget is in addition to existing
public cost budgets for each tax increment financing district Interest on any bonds or other obligations
incurred are also to be paid from increment in addition to the lire items listed in the budget above.
(AS MODIFIED JUNE 24,19%)
The budgets for the esthnated public costs for Tats Increment Financing Db&kts Nos. 1.1,1.2,1-3,1-4,
1.5,1.6.1.7,1-8,1.9,1.10,1-11, 1.12, 1.13, 1-14,1.15,1.16,1.17,1-18, and 1.19 are hereby modified
as follows:
For various activities in the Redevelopment Project the current expected costs include:
Land Acquisition
$900,000.00
Site Preparation
400,000.00
DemoUtlon/Relocstlon
300,000.00
Public Improvements
X000.00
Subtotal
S2.W.000.00
Admin tion
250.000.00
Total
QUMn M
Subject to restrictions as applicable to each individual tax Increment financing district pursuant to
Mhumsoto statutes. Section 469.174 to 469.176 (Including limitations as to the type of development that
may be assisted and geographic boundaries within which Increment may be spent)l, tax increment from
any exlsllna and future tax Iocrement financing district may be used to pay for public costs. Thh
budget is In addition to existing public cost budgets for each tax hxrement financing district. interest
on any bonds or other ohiigatlom bwarred are also to be paid from increment in addition to the line
Items listed to the budget above.
(As adopted lune 24,1996)
Public Improvements, Site Improvements
Demolition and Land Acquisition 5200,000
10% City or HRA Admialstratioo 20"0
TOTAL MUM
Subsection 1.11. {wd Use. All new and/or existing development on land identified on Exhibits Ir
through 1•F as 'property to be acquired' or 'potsible acquisition' will be tubject to the following uses and
requirements:
a
cmd r,,,na,"o r t"M Aa„ w 1 1.32
is. Pursuant to the adoption of the Modified Redevelopment Plan for Redevelopment Project No. 1, the
Redevelopment Plan is hereby modified to reflect increased Project costs, as given in Subsection 1.10
of the Modified Redevelopment Plan for Redevelopment Project No. 1.
(At modifted January 22. 1996)
16. Pursuant to the adoption of the Modified Redevelopment Plan for Redevelopment Project No. 1, the
Redevelopmei Plan is hereby modified to reflect increased Project costs, as given in Subsection 1.10
of the Modified Redevelopment Plan for Redevelopment Project No. 1.
(As modified Jttne 24,1996)
17. Pursuant to the adoption of the Modified Redevelopment Plan for Redevelopment Project No.
1. the Redevelopment Plan Is hereby modified to reflect increased Project costs, as given in
Subsection 1.10 of the Modified Redevelopment Plan for Redevelopment Project No. 1.
awr..��i.r 4e+r�•r 1-38
HRA AGENDA
JUNE 5, 1996
5
As a result of the May 29 HRA meeting, John Komerak, redeveloper, was to
complete a survey on the Katzmarek parcel to determine the developable portion of
the parcel and the costs associated with developing the parcel. John will give a
presentation of his findings.
Additionally at the May 29 HRA meeting, Commissioner Barger informed members
of an interested buyer for the Katzmarek parcel for development of a single
residence.
Demolition and restoration costs include the capping of the well, removal of the
septic drainage, and exploration of the parcel. The title commitment was received
from Wright Title Guarantee Company via Corrine Thomson. Kennedy & Graven.
The approved Contract for Private Redevelopment states the City accepts the
Katzmarek parcel as satisfaction of the park dedication for Phase II of the Prairie
West redevelopment if the HRA, as intended, deeds the parcel to the City for green
space. If the HRA sold the parcel for development. Komerak would then need to
satisfy the park dedication elsewhere and still provide storm sewer ponding. The
Public Works Director discourages direct storm sewer runoff into Otter Creek and
felt the development of a pond on the Katzmarek parcel, at a cost to the
redeveloper, would prohibit room for development. This in no way is to assume the
Kaumarek pond would fully satisfy the ponding requirements for the Prairie West
development. If a home or townhomes were developed, a sanitary gravity system
would perhaps be necessary or required.
Currently. Mr. Komerak has a purchase agreement on the parcel with a closing date
on or before June 30. 1996. Two conditions: Property is sold in an "AS IS"
condition and upon approval of the Monticello HRA of buyer's use of adjoining
properties. The $145,IX10 purchase price includes acquisition and relocation costs.
It previously has been the intent of the HRA to deed the property to the city as
green space; however. Council inquired to what portion of the parcel was
developable.
The recommendation of Attorney Hubul is to assign the purchase agreement between
Katzmarek and Komerak to the HRA. The assignment and assumption agreement
acknowledges that the parties agree the $145.000 price includes acquisition and
relocation costs.
7
Page I
to order to acquire the parcel by hme 30, the HRA is requested to consider the
following actions.
B. Alternative Actions.
A motion to enter into an Assignment and Assumption Agreement between
the HRA, Katzinarek, and Cedrus Creek.
2. A motion to deny entering into the Agreement.
3. A motion to table any action.
4. A motion with certain modifications.
C. Recommendation.
None.
D. Suppw3jue Data,
Copy of the Assignment and Assumption Agreement.
C Page 2
JUN -04-96 17.62 FROM -KENNEDY a GRAVEN ID.a 149376910 pAOg 21g
ASSIGNMENT AND ASSUMPTION AGREEMENT
THIS AGREEMENT made on or as of the day of June, 1896 by and
^ In and
John Komarek (the "Developer"), ). the HousfnE�Redevelopmeat Authority in and
for the City of Monticello (the "Authority") and Robert J. Katmarek (the -Seller-).
WHEREAS, the Seller and the Developer entered into a Standard Purchase
Agreement dated march 29, 1996 (the "Purchase Agreement") providing for
acquisition by the Developer from the Seller of certain property described as follows:
A tract of land in Lot B of the South Half of Section 3. Township 121,
Range 25 described as follows: Begin at the Intersection of the
southerly Itne of Trunk Highway No. 152 and the north line of said Lot
B; thenoe southeasterly along the said southerly line of Trunk Highway
152 a distance of 315 feet; thence deflect right 900 for a distance of
205.7 feet to the north line Great Northam railway right of way; thence
Northwestely &lona said railway right of way, a distance of 534.9 feet;
thence Easterly to the point of beginning, containing 2.08 acres score
or less.
PID 155-500-033403
Property Address: 1400 West Broadway
(hereafter referred to as the *Property"); and
WHEREAS. the Developer wishes to assign his rights and obligations under the
Purchase Agreement to the Authority, subject to consent of the Seiler.
NOW. THEREFORE. In consideration of the premises, the parties hereto
mutually agree as follows:
I. 'Phe Developer assiane all his right, title and interest in tho Purchase
Agreement to the Authority.
2. The Authority assumes all rights and obligations of the Developer under
the Purchase Agreement.
3. The Seller consents to assignment by the Developer of his rights under the
Purchase Agreement as described harem, and further agrees and represents to the
Authority that the purchase price to be paid to the Seiler by the Authority under the
Purchase Agreement equals or exceeds the fair market value of the Property together
will aH costa of rellaation and related services payable by the Authority under
Minnesota Statutes, Sections 469.001 to 469.047 and Chapter 117 (the 'Acts"). The
Seiler agrees and understands that, by payment of the purchase price, the
Authority has fully satisfied its obliptlons with respect to relocation under the
Acts.
aouol m
,a1M-4
JUN -04-86 17.61 FROM.RENNEDY a CRAVEN ID.6117379316 PACE 3/6
IN WITNESS WHEREOF. the parties hereto have caused this Agreement to be
executed by their duly authorized representatives.
H O U S I N G A N D
REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF
MONTICELL0
By
Its Chair
By
Its Executive Director
! ROBERT J. RATEMAREH
JUN -04-88 17.63 PROM.KBNIIEDY 6 GRAVEN ID.8123378310 PACS 4/6
RESOLUTION NO.
HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOE THE CITY OF M®ONTICELLO
APPROVING AN AMGMIIEIT AND ASSUMMON AGREXIMCNT
ANKH JOHN H(IMiABEK, THE AUTHORITY AMID ROBERT J_ KATZKAREK
WHEREAS, the Housing and Redevelopment Authority in and for the City of
Monticello (the "Autllority") Is a housing and redevelopment development authority
duly constituted and organized under lave, with all of the powers enumerated In
Minnesota Statutes, Sections 489.001 to 469.047 (the "Act"); and
WHEREAS, the Authority is authorized to develop and carry out redevelopment
plans end redevelopment projects, as those terms are respectively defined In
Minnesota Statutes, Section 469.004, subdivisions 18 and 14; and
WHEREAS. the Authority adopted a redevelopment plan (the "Redevelopment
Plan") in an area In the City of Monticello identified as Central Monticello Redevelop-
ment Project No. I (the "Project Area") in November. 1984; and
WHEREAS. changes In the public and private improvements proposed to be
constructed within the Project Area occurred and necessitated adopting subsequent
modifications to the )tedevelopment Plan which were approved by the Authority and
adopted by the City Council of the City of Monticello In the respective years of 1983,
1964, 1985, 1987, 1958, 1989, 1990, 1991, 1994, 1993. 1994, 1995 and 1999; and
WH UMS, thll plan, as modified, contemplates the acquisition of cartain real
property (the "Property") which is located in the Project Area and which is more
particularly described below in this resolution; and
WHEREAS, by resolution approved , 1998, the Authority authorized
acquisition of the Property by eminent down or negotiation; and
WMERUB, subsequently the owner of such property entered into a purchase
agreement with John► Komarek dated March 29, 1998 (the "Purchase Agreement");
and
WHEREAS, John Komarek desires to assign his rights as buyer under the
Purchase Agreement to the Authority; and
WHEREAS, the Authority One reviewed s certain Assl —nt and Assumption
Agreement among Jahn Komarek, the Authority and the Ro rt J. Katrmerok (the
"AsslSnment") providing for assignment of the Purchase Agreement by John
Komarek to the Authority.
NOW. THEBBPORE, BE IT RESOLVED by the dousing and Redevelopment
Authority in and for the City of Monticello as follows:
. it is neoeassry to acquire the Property as described the Assignment In
order for the Authority to carry out the purposes of the Plan, as modified, and the
Act.
aruouol
MRM -6
JUM-e4-96 17.69 PROM.aEMMEDY & GRAVEM ID.43122378310 PAGE 6/6
2. The Assignment in hereby approved, and the proper Authority offictale
are authorized and directed to execute the Assignment on babalf of the Authority
and to take all actions necessary to acquire the Property In accordance with the
Assignment and the Purchase Agreement.
Adopted by the Housing and Redevelopment Authority in and for the City of
Monticello this 5th day of June, 1896.
ATTEST:
Executive Director
aauerw
IR/rV
HRA AGENDA
L JUNE 5, 1996
A
This is a housekeeping item since sometime ago the HRA approved a $10,000
interest free, unsecured loan to the Monticello Community Partners. Full payback
due December 6, 1996. Attached to the enclosed loan agreement is the promissory
note. The MPC will submit evidence of expenditures prior to disbursal by the HRA.
B. Altemative Actions:
1. A motion authorizing execution of the Loan Agreement between the HRA
and MCP.
2. A motion denying authorization.
3. A motion to table any action.
P 4. A motion with certain modifications.
C. RecornmodAliML
Recommendation is Alternative Action No. 1.
D. Surfing Data:
Copy of the loan agreement and promissory note.
Page 1
LOAN AGREEMENT
THIS AGREEMENT dated as of , 1998 is between the
Housing and Redevelopment Authority in and for the City of Monticello (the
"Authority") , and Monticello Community Partners, a Minnesota nonprofit corporation
(the "Borrower").
This Agreement Is made as a result of Borrower's desire to borrow from
Authority a sum not to exceed of Ten Thousand and no/100ths Dollars (=10,000) (the
"Loan Proceeds") for the purpose of activities related to the promotion of downtown
redevelopment within the Authority's Redevelopment Project No. 1, including without
limitation conducting studies and analysis, holding public meetings, raising
additional funds for such purposes, and retaitttng consultants to carry out such
tasks.
Borrower has agreed to repay this loan pursuant to the terms of the
promissory note entered into this same date and incorporated herein by reference
(the "Note").
Authority has by proper action on December 8, 1998 approved the substance
of this Agreement and the Note.
In consideration of the mutual covenants and agreements contained herein, the
parties agree as follows:
I.
Amount. Disbursement. and Terms of Loan
A. Loan: Subject to and upon the terms and conditions herein set forth.
Authority shall Tend to Borrower the lesser of $10,000 or the amount for which
Borrower has submitted proper Disbursement Requests, as defined in Section I. E.
herein.
B. Note: The loan of Authority to Borrower shall be evidenced by a
Promissory Noe of even date herewith to be executed by Borrower.
C. Interest: The Note shall not bear interest and shall be due and payable
as more sped calrsot forth in said Note.
D. Proneynnent Permitted. Borrower shall have the right to prepay the
Note at any time without penalty as more specifically set forth in the Note.
E. Conditions Precedent to Disbursement. The obligation of Authority to
make a disbursement to or on behalf of Borrower of any Loan Proceeds (a
"Dlsbursoment") shall be subject to the condition precedent that it shall have
received on or before the date of making the Disbursement in a written request for
Disbursement (a "Disbursement Request"), signed by Borrower, and accompanied
by:
(1) roasonablo documentation (receipts, canceled chocks, and the
like) evidencing expenditures by Borrower for the purpose not forth in the
owio»a
mnOo-u
recitals hereof, which were or are to be paid in connection with the
Disbursement Request;
(2) other supporting evidence that Authority may request in writing
in connection with the Disbursement Request, substantiating the payments
that are to be made out of that Disbursement or substantiating payments by
Borrower that have been made for the purpose set forth in the recitals hereof.
In no event shall Authority be obligated to make a Disbursement for any
Disbursement Request submitted to it after December 1, 1998. The parties agree and
understand that, as of the date hereof, the Authority has made Disbursements to or
on behalf of Borrower in the aggregate amount of $5,130.86. Such Disbursements
were made after December 8, 1995 with the understanding that such amounts would
be treated as Loan Proceeds and be repaid in accordance with the Note.
II.
Securl
A. No Securityy Required. The Authority shall receive no mortgage or
other security interest in any property owned or controlled by Borrower.
B. Release. Upon payment in full by Borrower to Authority of all amounts
due and payab� Authority under this Agreement, Authority shall release all
interests acquired or to be acquired by it hereunder.
III.
Affirmative Covenants
Borrower covenants and agrees that until the Note is paid in full, Borrower
shall comply with the following provisions in this Section III unless specifically
waived by Authority in writing:
A. Financial Statements and Other Information. Borrower shall furnish or
cause to be furnished to Authority, upon Authority's request, periodic financial
statements including balance sheets, income statements, budgets, all tax records
(state, local and federal), all payroll records, all sales records, and all purchase
records or copies thereof. All of such information shall be in full, complete, and
accurate and certified by an officer of Borrower as being full, complete, and
accurate.
B. Taxes and Claims. Borrower shall duly pay and discharge all taxes,
assessments, and governmental charges upon or against Borrower or any of
Borrower's property and shall pay the same prior to the date on which penalties
attach thereto. Borrower shall also cause to be paid all lawful claims which might or
could if unpaid become a Hen or charge upon the properties or assets of Borrower,
unless and to the extent only that the same are being diligently contested in good
faith and by appropriate proceedings.
C. MaintainlnR Corpo rate Existence. Borrower shall at all times maintain
its corporation In good standing with respect to compliance with Minnesota Statutes
and the rules and regulations of the office of the Minnesota Secretary of State.
D. Books and Records. Borrower shall maintain at all times true and
complete books, records, and accounts in which true and correct entries shall be
oaoioua
a1oo-a
v
made of its transactions in accordance with generally accepted accounting principles
consistently applied.
E. Use of Loan Proceeds. Borrower shall use the entire proceeds of the
loan evidenced hereby for the purpose stated In the recitals hereof.
F. Comnliance with Laws. Borrower shall fully and completely comply with
all laws, rules, regulations, ordinances, and the like affecting the operations of
Borrower.
G. Further Assurances. Borrower shall, at its coat and expense, upon
request of Authority, duly execute and deliver to Authority such further
instruments and cause to be done such further acts as may be necessary or proper
in the opinion of Authority to carry out more effectively the provisions and purposes
of this Agreement.
H. Notice of Litigation. Promptly after the commencement thereof,
Borrower shall provide Authority with notice of all actions, suits, and proceedings
before any court or governmental department, commission, board, bureau, agency,
or instrumentality, domestic or foreign, affecting Borrower which, if determined
adversely to Borrower, could have a material adverse affect on the financial
condition of properties or the operation of Borrower.
IV.
Neatative Covenants
Borrower covenants and agrees that, until the Note, together with Interest
and all other indebtedness to Authority under this Agreement or otherwise are paid
in full, Borrower shall not, without the prior written consent of Authority, which
consent shall not be unreasonably withheld:
A. Enter into any transaction or merger or consolidations, or transfer,
sell, assign or otherwise dispose of all or a substantial pert of Borrower's property
or assets or any of Its accounts receivable or any assets or properties necessary for
the proper conducts of Its business, or change the nature of its business or wind
up, liquidate or dissolve or agree to do any of the foregoing.
B. Prepay or allow the prepayment of any obligations of Borrower in favor
of any parties other than Authority.
C. Sell, lease, assign, transfer, or otherwise dispose of any of Borrower's
now owned or hereafter acquired assets except for the sale or other disposition of
assets no longer used or useful in the conduct of the business of Borrower.
D. Assume, guarantee, endorse, or otherwise be or become directly or
contingently responsible or liable (including, but not limited to, an agreement to
purchase any obligations, stock, assets, goods, or services, or to supply or advance
any funds, assets, goods, or services) for the obligations of any person,
partnership, corporation or any other entity, except guaranties by endorsement of
negotiable Instruments for deposit or collection or aimllar transactions in the
ordinary course of business.
onion"
0100.11
V.
Default and Remedies
A. Events of Default. If any one or more of the following events, herein
called "events of default", shall occur for any reason whatsoever, whether
voluntarily or involuntarily:
(1) If default shall be made in the due and punctual payment of the
amounts due under the Note.
(2) If default shall be made in the performance or observance of any
covenant or agreement or other provision of this Agreement or in any
instrument or documents delivered to Authority in connection with this
Agreement or otherwise.
(3) If any representation or warranty or any other statement of fact
herein or in any writings, certificate, report or statement at any time
furnished to Authority In this Agreement pursuant to or in connection with
this Agreement or otherwise shall be false or misleading in any material
respect.
(4) If Borrower shall admit in writing its inability to pay its debts
generally as they become due, file a petition in bankruptcy or petition to take
advantage of any Insolvency act, make an assignment for the benefit of its
creditors or commence a proceeding for the appointment of a receiver,
liquidator or conservator.
(S) If Borrower shall be adjudged bankrupt or a court of competent
jurisdiction shall enter any order, judgement or decree appointment a
receiver, trustee, liquidator or conservator of Borrower.
(8) If any judgment against Borrower or any attachment or execution
against any of their respective properties, in such amount which in the
opinion of Authority substantially Impairs Borrower's performance of this
Agreement, remains unpaid for a period of more than ten (10) days, or if at
any time Authority shall consider the indebtedness of Borrower to Authority
insecure or any part as the collateral thereof unsafe.
(7) If Borrower shall (a) fall to pay any indebtedness for borrowed
money (other than the Note) of Borrower or any Interest or premium thereon,
when due (whether by scheduled maturity, required prepayment,
acceleration, demand, or otherwise), or (b) fail to perform or observe any
term, covenant, or condition on its part to be performed or observed under
any agreement or instrument relating to any such Indebtedness when required
to be performed or observed, if the effect of such failure to perform or
observe Is to accelerate, or to permit the acceleration after the giving of
notice or passage of time, or both, of the maturity of such indebtedness, or
U any such Indebtedness shall be declared to be due and payable, or required
to be prepaid (other than by a regularly scheduled required prepayment),
prior to the stated maturity thereof.
(8) If any litigation, actions, suits or proceedings are brought
against Borrower before any court or governmental department, commission
board, bureau, agency, or instrumentality which. If doterminod adversely to
0:0103609
WIN -5a 4
Borrower could, in the opinion of Authority, have a material adverse effect
on the financial condition of properties or operation of Borrower.
(9) If any or all of the assets of Borrower are condemned by any
governmental authority or agency.
Then, and in any such event, at any time thereafter if any or such other
event of default shall then be continuing Authority may, by thirty (30) days notice
to Borrower, declare all obligations under this Agreement forthwith due and payable
in full, whereupon all such obligations shall become and be forthwith due and
payable without presentment, demand, protest, or further notice of any kind, all of
which are hereby expressly waived by Borrower, anything contained herein or in
the Note to the contrary notwithstanding.
B. Right and Remedies Cumulative. In case of any one or more of the
events of default Authority may proceed to protect and enforce its rights and
remedies either by suit in equity or by action at law or both, whether for the specific
performance of any covenant or agreement or other provisions contained herein, In
the Note or In any document or instrument delivered in connection with or pursuant
to this Agreement, or to enforce the payment of the Note by any other legal or
equitable right or remedy. No right or remedy herein conferred upon Authority is
Intended to be exclusive or any other right or remedy contained herein and every
such right or remedy shall be cumulative herein. No course of dealing between
Borrower and Authority, or failure or delay on the part of Authority in exercising
any rights or remedies of Authority, or any single or partial exercise of any rights
or remedies hereunder shall operate as a waiver or preclude the exercise of any
other rights or remedies hereunder.
VI.
Representations and Warranties
In order to induce Authority to enter into this Agreement and to make the loan
herein provided for, Borrower makes the following representations and warranties
which shall survive the execution and delivery of this Agreement and the Note and
other loan documents and any Inspection or examination at any time made by or an
behalf of Authority:
A. Incorporation Good Standine and Due Qualifications. Borrower
warrants and represents tKat the corporation Is duly Incorporated, validly existing
and in good standing under the laws of the State of Minnesota, and has the corporate
power and authority to own its respective assets and to transact the business in
which it is now engaged or is proposing to be engaged in.
B. Corporate Power and Authority. The execution, delivery, and
performance by the corporate Borrower of the documents to be executed in
accordance with this Agreement to which it is a party hes been duly authorised by
all necessary corporate action and does not and will not (1) contravene Borrower's
charters or bylaws; (Z) violate any provision of any law, rule, regulation, order,
write, judgment, injunction, decree, determination, or award presently in effect
having applicability to Borrower; (S) result in a broach of or constitute a default
under any indenture or loan or credit agreement or any other agreement, lease, or
Instrument to which Borrower is a party or by which it or its properties may be
bound or affected; (4) result in or require the creation or imposition of any law,
uror,o>fa
iaroo•u
rule, regulation, order, writ, judgment, injunction, decree, determination, or award
of any indenture, agreement, lease, or instrument.
C. Le¢ally Enforceable Agreement. This Agreement, and each of the other
documents executed in accordance herewith are legal, valid, and binding obligations
of Borrower, enforceable against Borrower in accordance with their respective
terms, except to the extent that such enforcement may be limited by applicable
bankruptcy, insolvency, and other similar laws affecting creditors' rights generally.
D. Financial Statements. No information, exhibit, or report furnished by
Borrower to Authority with regard to projected financial statements and in
connection with the negotiation of this Agreement contain any material misstatement
of fact or omitted to state a material fact or any fact necessary to make the statement
contained therein not materially misleading.
E. Other Agreements. Borrower is not a party to any indenture, loan or
credit agreement, or to any other lease or other agreement or instrument, or subject
to any charter or corporate restriction which could have a material adverse effect on
the ability of Borrower to carry out is obligations under this Agreement and the
documents to be executed pursuant hereto. Borrower is not in default in any
respect in the performance, observance or fulfillment of any of the obligations,
covenants or conditions contained in any agreement or instrument material to its
business to which it may be a party.
F. Litigation. There is no pending or threatened action or proceeding
against or of act ng oorrwer before any court, governmental agency or arbitrator
which may, in any one case or in the aggregate, materially adversely affect the
financial condition, operations, properties or business of Borrower or the ability of
Borrower to perform its obligations under this Agreement or under the documents
pursuant hereto to which they are a party.
G. No Defaults on Outstandine Judements or Orders. Borrower has
satisfied all judgments, and Borrower Is not in default with respect to any
judgments, and Borrower Is not in default with respect to any judgment, writ,
injunction, decree, rule or regulation of any court, arbitrator or federal, state,
municipal or other governmental authority, commission, board, bureau, agency or
instrumentality, domestic or foreign.
H. Ownership and Liens. Borrower has title to, or valid leasehold interest
In, all of its respective properties and assets, real and personal, as represented in
the financial statements previously referred to herein, other than any properties and
assets disposed of in the ordinary course of business.
1. Operation of Business. Borrower possesses all licenses, permits,
franchises, patents, copyrights, trademarks, and trade names, or rights thereto,
to conduct its respective businesses substantially as now conducted and as presently
proposed to be conducted, and Borrower is not in violation of any valid rights of
others with respect to any of the foregoing.
J. Taxes. Borrower has filed any and all required tax returns (federal,
state, and 1 ocarroquirod to be filed and have paid all taxes, assessments and
governmental charges and levies thereon to be due, including interest and penalties.
=toff"
=ISO -e3
vll.
Miscellaneous
A. Costs of Collection. In the event Authority shall retain or engage an
attorney or attorneys to collect or enforce or protect its interests with respect to
this Agreement, the Note or any other instrument or document delivered pursuant
to this Agreement, Borrower shall be responsible for and shall pay all of the costs
and expenses of such collection, enforcement, or protection, including reasonable
attorneys' fees and may take judgment for all such amounts in addition to the unpaid
principal balance of the Note and the accrued interest thereon. Any such coats,
expenses, or attorneys' fees so incurred shall bear interest at the Note rate from the
date that such expenses, costs or fees are paid by Authority.
B. Modification or Waiver. No modification or waiver of any provision of
the Note or of this Agreement and no consent by any of the parties to this Agreement
or any departure therefrom by Borrower shall be effective unless such modification
or waiver shall be in writing and signed by duly authorized officers of the parties
hereto.
C. Governing Law. This Agreement, the Note and any instrument or
document delivered pursuant to this Agreement shall be construed in accordance
with and governed by the laws of the State of Minnesota.
D. Notices. All notices, requests, demands or other communicatlons
provided for ere shall be in writing and shall be deemed to have been given when
sent by certified mail, return receipt requested, addressed as the case may be to:
Authority: Housing and Redevelopment Authority
In and for the City of Monticello
P.O. Box 1147
450 East Broadway
Monticello, Minnesota 55392
Borrower: Monticello Community Partners
P.O. Box 984
Monticello, MN 55384
E. Binding Aareement. This Agreement shall be binding upon and Inure
to the benefit of the parties hereto and their respective heirs, roprosentatives,
successors, assigns, and all subsequent holders of the Note and other instrLiments
to be delivered as referred to herein.
onoioua
arao-e3
IN WITNESS WHEREOF. Authority and Borrower have executed this Agreement
as of the date first above-mentioned.
HOUSING AND REDEVELOPMENT
AUTHORITY IN AND FOR THE CITY
OF MONTICELLO
By
Its Vice -Chair
By
Its Executive Director
MONTICELLO COMMUNITY PARTNERS
By
Its
By
Its
um 3W
WIN -S3
v
PROMISSORY NOTE
AT: Monticello, Minnesota
AMOUNT: $10,000 DATE:
FOR VALUE RECEIVED, the undersigned, Monticello Community Partners, a
Minnesota nonprofit corporation, the address of which is P.O. Box 984,
Monticello, Minnesota 55387, promises to pay to the order of the Housing and
Redevelopment Authority in and for the City of Monticello at City Hall, 750 E.
Broadway, Monticello, Minnesota 55367, or at such other place as the holder
may from time to time designate in writing, the sum of Ten Thousand and
no/100ths Dollars ($10,000), or so much as may have been disbursed in
accordance with the Loan Agreement between the parties of even date herewith
(the "Loan Agreement"), with no interest on the unpaid principal balance.
The entire outstanding balance, if not sooner paid, shall be paid in full
on or the 8th day of December, 1996.
This Promissory Note may be prepaid, in whole or in part, on any date
without prepayment penalties.
This Note is not secured by an interest in teal or person property owned
or controlled by Monticello Community Partners or by any personal guaranty of
the officers or directors of Monticello Community Partners.
AU the agreements, conditions, covenants, provisions, and stipulations
contained in the Loan Agreement are hereby made a part of the Note to the same
extent and with the same force and effect as if they were fully set forth
herein.
If a default occurs under this Note and Is not cured with ten (10) days
after written notice to the undersigned, or if default occurs under the Loan
Agreement and Is not cured within any applicable grace period, then the holder
may, as Its right and option, declare immediotoly due and payable the unpaid
balance of this Note.
The undersigned agrees to pay all costs of collection, including
reasonable attorneys' fees and legal expenses, incurred by the holder in the
event this Note Is not duly paid. The holder may at any time renew this Note or
extend its maturity data for any period and release any security for, or any
party to, this Note, all without notice to or consent of and without releasing
any party, taker, endorser or guarantor from any liability on this Note.
Presentment or other demand for payment, notice of dishonor and protest are
hereby waived by the undersigned.
onion&&
"too -is
IN WITNESS WHEREOF, the undersigned has caused this Note to be executed
by its authorized officers) as of the day and year first above written.
MONTICELLO COMMUNITY PARTNERS
By
Its
By
Its
DA1036N
=20-82
HRA AGENDA
JUNE 5, 1996
A. Reference and Backg[gund.
A Wall Maintenance Agreement is prepared for each of the adjacent property
owners: Steven C. Johnson to the east and Carroll and Virginia Bloomdahl to the
west. Prior to closing of the I I 1 West Broadway parcel and upon completion of the
title work some issues arose: Three easements Imown as staircase, electrical, and
ingress and egress. These have been resolved.
Two Party Wall Agreements, lune 29,1935, and October 1 I , 1988, exist. Of interest
is that the agreements were of surprise to Attorney Brad Larson and Steve Johnson.
The filed record reference the westerly lot -line between Lot 6 and 7 (Bloomdahl).
The enclosed agreements release the existing party wall agreements, provide access
for adjacent owners for maintenance at no cost to the HRA, termination effective
until date of commencement of construction with five feet between, and/or the right
to a common wall agreement in the future.
Public Works Director John Simola suggests that the parcel be covered with a
crushed base to prevent sand/dust blowing.
The seller must provide a Certificate of Real Estate Value, Well Disclosure
Certificate, and Seller's/Mortgagor's affidavit. The closing is anticipated this week.
B. Alternative Actions:
A motion to enter into two Wall Maintenance Agreements between the HRA
and each adjacent owner.
2. A motion denying entering into the agreements.
3. A motion to table any action.
4. A motion to ewer into the agreements with certain modifications.
C. Recommendetio=
Recommendation is Alternative No. I.
C Page I
b• Slaggiling Data,
Copy of the Well Maintenance Agreement.
Page 2
v
NI 04 '% 0B:13 VDMEDY 8 GRAVEN P.2
WALL MAINTENANCE AGREEMENT
THIS AGREEMT is made as of this day of . 1898, by and
between the Housing and Redevelopment Authority
n for the City of
Monticello ("Authority")
RECITALS
The Authority is the owner in fee simple of certain pro erty described as
Lots 7 and 8, Block 52. Monticello, except the Southeasterl 18.5 fust of the
Southwesterly 80.00 feet of said Lot 8 as measured at a 4W angle to and
parallel with the Southeasterly and Southwesterly lines theteor, according to
the plat on Hie and of record in the Office of the County Rkorder in and for
the County of Wright, State of Minnesota (the "Property").
The Adjacent owner in the owner in fee simple of certain property
described as (the "Adjacent
Property").
A building currently exists on the Adjacent Proper -y. one wall (the
"Boundary Wall) of which is located at or near the boundary between the
Property and the Adjacent Property. The Property Is vatan as of the date of
this Agreement.
Until a new building or other improvements are tracted on the
Property, and for purposes of declaring their intentions and protecting the
undersigned and all subsequent parties in Interest, the rolowing maintenance
and access casement on the Property is created:
1. The Adjacent Owner shall have the right durin g the term of this
Agreement to enter the Property for the purpose of maintai dug and repairing
the Boundary Wall.
9. All costs of maintenance and repair of the BWall shall be
born by the Adjacent Owner, and the Authority shall ha f
no obligation or
liability to the Asnt Owner with respect to such costs.
S. Promptly after oomplation of any maintenance o repair activity on
the Boundary Wall. the Adjacent Owner shall promptly and restore the
Property to the condition it was in before the oommenoemsnt such amintonance
or repair activity.
4. Except for any intentional or negligent act of following named
pasties. tho Adjacent Owner releases from and covemats d agrees that the
Authority, the City of Monticello and the governing body members, ofQcers,
q�ea
agents. servants and ayethereof shall not be liab for and agrees to
IndemnW. defend and holdbarmlcse the Authority, the Cit' and the governing
body members, officers, agents, servants and employees -heroof against any
loss or damage to property osyinjury to or death of any Terson occurring on
the Property or the Adjacent Property In conneotlon wn_h *=roue by the
Adjacent Owner of its rights under this Agreement.
S. This Agreement &hall be In effect from rho d -to hereof until the
data .d memaaosmont of construction by the Authority. its ucaeaeor or assigns
stsrestrr
Ar10-U
AN e4 '% 08114 KEWBY 8 GRgVEN
P.3
of any building, facility or structure on the property any portion of which
�- WM be located feet or leas from the boundary between tb i Property and the
Adjacent Property. For the purposes of this Agreement, the term "commencement
of construction" means visible Improvements to the Property, iacludlag without
limitation excavation . Commencement of construction shall be evidenced by a written
notice executed by the Authority and recorded against the Prope),ty, , upon recording
of which notice this Agreement shall be deemed terminated.
S. The easement hereby created Is and abell be coneUved as a covenant
running with the land binding on the successors and assigns ofiesch party hereto.
IN WITNUS WHERDOF, the parties have caused this Apreemant to be duly
executed by their respective authorised representatives on or as of the date first
above written.
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.
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2
HOUSING AND REDEVELOPURn
AUTHORITY IN AND FOR THE CITY
OF MONTICELLO
By
Its Chair
By
Its ExeculDirector
ADJACENT OtVN
HRA AGENDA
i. JUNE 5. 1996
Ijmrm z ,
A.
Previously the HRA authorized Publicorp to explore the economics of refinancing
any HRA TIF Bonds. Upon exploration, Publicorp determined the bonds sold for
TIF District No. 1-6 (Raindance Properties) were utilized for land acquisition. This
requires amending the Assessment Agreement. Amending the Assessment
Agreement would not be advantages to the HRA. The HRA would risk collecting
tax increment revenues from one of their greatest revenue generating disticts.
Therefore, only the bonds sold for TIF District No. 1.5 (Construction Five) are being
refinanced. These bonds were issued for public and site improvements; therefore,
no need to amend the Assessment Agreement.
The initial bonds amount was $365,000, the principal outstanding is $130,000.
B. Alternative Action_
1. A motion to amend the Tax Increment Pledge Agreement by and between the
City of Monticello and the HRA.
2. A motion to deny amending the agreement.
3. A motion to table any action.
C. Recommendation.
Recommendation is Alternative Action No. 1.
D. SuMitina Data.
Copy of the original agreement and the proposed amended agreement.
Page I
TAX 1L1dR2228<hff Vtm= AGRLQm7T
by and between
THE CIT1: Of MWTICELLO, M7MMS0TA
and
TeX RODBIMG AND REDEVELOPMWr AOSRORI2Y
IF An FOR THE CITY OF MONTICCLh.O, h1TMMMA
THIS AGRZEKM is made and entered into on or Y of the 77th day
of April , 1987, by and between the City of Monticello,
Minnesota (the "City"). and The Raualng and Redevelopment Authority
in and for the City of Monticello, Minnesota (the "RRA").
WHZRZAS. the BRA established Radevelopmebt District No. S (the
'District'), prepared the Tax Increment Financing Play Ifo. S (the
-Plan-) for the District. and approved the Plan on January 7, 1987;
and
wMMEAS. the City Council of the City approved the Plan or
February 9, 1987; and
WHEREAS, pursuant to authority Confeurted by Mimesota Statutes,
Section 277.77, and Minnesota Statutes. Chapter 475, the City has
agreed to finance Certain public redeveLopaeat costa to be incurred
by the RRA in the District through the issuance of general obligation
bonds of the City, designated the !765,000 General Obligation Tac
Increment Bonds, Series 1987A, and hezeinafter referred to as the
"Honda", and
WHEREAS. the BRA has &greed to pledge Certain tau increment
revenues to the City for the Payment of the principal of and interest
on the Bonds; and
WH>M&M. pursuant to Minnesota Statutes. Section 277.77(a),
any agreement to pledge tea ine>remunt reveaaea mase be mads by written
agreement by and between the BAA and the City and mat be flied with
the County Auditor of Wright County;
NOW. T1 R, the City and the BRA mutually agree to the following:
(1) The City will sell the Bonds.
(2) The proceeds from the Salo of the bonds and the earnings
from the investment of such proceeds will be made available
to the BRA to Pay or reimburse the RRA for public redevelopment
Costa paid. Incurred, or to be paid or incurred. by the
BRA in the District.
(7) All tax increment generated by the District from and after
the date of this Agseameat shall be deposited in a special
fund (the "Project fund") held by the RRA. The HRA hereby
Pledges to the psymm at the principal and interest an
the BOB". tax L=emnt from the Project Pond in an amount
equal to 105% of the &mal priacIp" and interest due
on the Bonds.
8/8 Bowd ett6LCC619-01 MBAY6b 1 AQBMMDW-moad at -at 88-e9-Mnr
Tax Inoremant Fledge Agreement
Page 2
(4)
Before the date of certification of City taxes in each
year roe collection by might county (such date being hereinafter
referred to as the -Certification Date-), there shall be
transferred from the project Pond to the Debt Service Account
maintained by the City for the payment of the Bonds, an
amount which when taken together with amounts already on
deposit in the Debt Service Account, is equal to 1051 of
all principal and interest then due or to become due on
the Boards On the following thres debt service payment dates.
If. prior to any Certification Date the Project Fund Contains
an amount in excess Of the amount to be transferred to
the Debt service Account maintained by the City for the
payment of the Bonds before such Cartifieasioa Date, then
Such access amounts shall be avauable to the BRA to pay
or reimburse the BRA for public redevelopment Costs paid.
incurred, or to be paid or incurred Ly the BRA in the District.
(5)
Without regard to anything In this agreement to the contrary.
tax increment generated by the Oletriat shall be available
to pay principal of and interest on both the Bonds and
any other obligations issued by the City. BRA, or any other
Public body to finance public redevelopment costs paid
or incurred by the BRM in the District.
(6)
When the entire public redevelopment costs of the District
have been paid and all principal and interest on the Bands
and other Obligations issued to finance the public redevelopment
Cotte of the District have been paid. and the City has
beta retubwsed from collections of tax ids fres
the Project for collections of general ad valorem taxes
need to pay principal of and interest an the Bonds, then
the BRA 0e11 report such faun to the City Council of the
City and the BRA shall submit a final statement of such
payments. Upon audit of this statement and approval thereof
by the City Council, the payment of the expenditures of
the BRA in the Project shall be reported to the County
Auditor of Wright County.
(7)
An 6r.auted Copy of this Agreement shall be flied viten
the County Anditor of Wright Canty pursuant to the requirement
contained in Minnesota statutes. section 277.77(!).
BDvd 81COACCe19-01 wanveD S AGEMMBW-61001A an -an N-w-Mnr
I
Ta: Inclement Pledge Agreement
Papa I
I9 WInMSS. 1Immr. the City and the ARRA have caused thia Agreement
to be duly exeeated on their behalf and tMir seals to be hereunto
affized and such signatures a -d seals to be attested. as of the day
and year first &Dove written.
ATZZSS:
CITr OF M=T CUT
Clerk—AA-inlsuatcc
Mayor
(SEAL)
AATTE92: �/ n
9eoretaay
Tog R3OMM AND REpSVELOPMNT
ADTSORITT IN AAD FOR ME
Com! 01 NMnCELIA. ZaGiE80SA
-{J�lan
e/e NOW 01Ce6CC8/e-01 MRAV80 \ AC=IW1U-NONA st-el ea-00-Mnr
TO TAIL INCREMENT PLEDGE AGREEMENT
BY AND BETWEEN
THE CITY OF MONTICELLO
AND
THE HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF MONTICELLO
THIS AGREEMENT, Is made on or as of the 24th day of June, 1888, by end
between the City of Monticello, Minnesota ("City") and the Housing and
Rad t Authority in and for the City of MonticeIIo (the "HRA").
WHEREAS, the City has previously issued Its $365,000 General Obligation Tag
Increment Bonds, Series 1987A (the "Series 1987A Bonds") in order to finance
certain public redevelopment costs incurred by the HBA; and
WHEREAS, in connection with the Series 1987A Bonds the City and the HRA
entered into that certain Tax Increment Pledge Agreement date April 27, 1987 (the
"Pledge Agreement"), under which the HRA pledged certain tag increment to
payment of the Series 1987A Bonds); and
WHEREAS, the HRA and City have determined to refund the Series 1987A
Bonds through issuance by the City of ita $455,000 General Obligation Tax Increment
Bonds, Series 1889E (the "Refunding Donets"); and
WHEREAS, the HRA and City have determined a need to modify the Pledge
Agreement In ...._..:.- W.,., with issuance of the Refunding Bonds.
NOW, THEREFORE, the City and the HRA hereby agree as follows:
1. The Pledge Agreement is hereby modified to add the following now
section (8):
(8) For the purpose of this Agreement, the tom "Banda" includes any bonds
issued to refund the Bonds, provided that to the extent any refunding bonds
include refunding of bonds other than the Sarin 1987A Bonds, the term
"Bonds" refere only to the pro rata abaft of the refunding bonds attributable
to the Series 1987A Bonds -
2. Section (4) of the Pledge Agreement is modified to read as follows:
(4) At least five busiaesa days before the date any payment of principal or
Interest Is due with respect to the Bonds. there shall be tranaferred bozo the
Project Fund to the Debt Service Aeoount maintained by the City for the
payment of the Bonds, an amount which when to -an together with umounta
already on deposit In the Debt Service Account, IS equal to 3056 of all
principal and Interest due an the debt service payment date. If at least five
business days before any debt service payment date on the Bonds the Project
Fund contalas an amount in exons of the amount to be transferred to the Debt
Service Account an such date, then such excess amounts shall be available to
the HRA to pay or reimburse the HRA for public redovekMment oasts paid,
incurred. or to be paid or Incurred by the HRA In Redevelopment Project No.
I in accordance with the redevelopment plan therefor and the tax increment
financing pian for the District.
S. The Pledge Agreement ramslas In full force and effect and Is not
modified except as specified heroin.
e/e Bova elcaLecela'al UNAV80 9 AasMNSVINose el -e! 86-le-Nnr
4. The City shall file an executed copy a2 this Agreement with the County
Auditor Of Wright County in accordance with Minnesota Statutes, Section 488.178.
subdivision 2.
IN WITNESS WHEREOF, the City and the HRA have mused this Agreement to
be duly executed on their behalf as of the date first above written.
CITY OF MONTICELLO
By
Its Mayor
By
Its City Administrator
H O U S I N G A N D
REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF
MONTICELLO
By
Its Chair
By
Its Executive Director
2
a" NOW •ieaseeate-at MNAVNa • AGIMUNNVMaaA 06-99 as-le-Knr
HRA AGENDA
JUNE S, 1996
111 11 :ir R Ili 111 9 Mar,—, 11111 1 , WIT.1 171 1 „�•>
A. Reference and Background:
Per the Private Redevelopment Contract between the HRA and Presbyterian
Homes, the parties agree the redeveloper shall complete the construction of the
minimum improvements by lune 1, 1996. The minimum improvements shall be
deemed substantially completed when the Redeveloper has received a Certificate of
Occupancy from the inspecting authority. Minimum improvements means the
construction of a 49 -unit senior housing facility. The Certificate of Completion is
issued by the HRA upon the redeveloper receiving the Certificate of Occupancy.
Enclosed is a copy of a letter received by Administrator Wolfsteller with a check in
the amount of $7,350. This in satisfaction of the City Council action of April 22,
1996, denying the April 5 proposal. Also, enclosed is a copy of a memo dated May
24, 1996, outlining items not completed.
Previous practice by the HRA has been to address a letter reminding the
redeveloper of the completion date for construction of the minimum improvements
and identifying the non -completed improvements. The HRA does have the right to
waive the need for a Certificate of Occupancy and approve the issuance of the
Certificate of Completion. Does the HRA desire one or the other?
B. Alternative Actions,
1. A motion authorizing the Executive Director to write a letter of reminder.
2. A motion waiving the need for a Certificate of Occupany and approving the
Certificate of Completion.
3. A motion to table any action.
C. Recommendation.
For consistency with past HRA action and as a united support of City Staff, the
recommendation is Alternative Action No. I.
D. SuMning Data.
Excerpts from the Private Redevelopment Contract and copies of a letter from Mr.
Dan Lindh and memo from Joe Merchek.
proposed change and notify the Redeveloper in writing of its approval. Such change
in the Construction Plans shall, in any event, be deemed approved by the City
Building Official unless rejected, in whole or in part, by written notice by the City
Building Official to the Redeveloper, setting forth in detail the reasons therefor.
Such rejection shall be made within ten (10) days after receipt of the notice of such
change. The City Building Official's approval of any such change In the
Construction Plane will not be unreasonably withheld.
Section 4.3. Commencement and Completion of Construction. Subject to
Unavoidable Delays, the Redeveloper shall commence construction of the Minimum
Improvements by September 1, 1995. Subject to Unavoidable Delays, the
Redeveloper shall complete the construction of the Minimum Improvements by June
1 1998. All work with respect to the Minimum Improvements to be constructed or
prow ed by the Redeveloper on the Redevelopment Property shall be in conformity
with the Construction Plans as submitted by the Redeveloper and approved by the
Authority.
The Redeveloper agrees for Itself, its successors and assigns, and every
successor in interest to the Redevelopment Property, or any part thereof, that the
Redeveloper, and such successors and assigns, shall promptly begin and diligently
prosecute to completion the development of the Redevelopment Property through the
construction of the Minimum Improvements thereon, and that such construction shall
in any event be commenced and completed within the period specified in this Section
4.3 of this Agreement. Subsequent to conveyance of the Redevelopment Property,
or any part thereof, to the Redeveloper, and until construction of the Minimum
Improvements has been completed, the Redeveloper shall make reports, in such
detail and at such times as may reasonably be requested by the Authority, as to the
actual progress of the Redeveloper with respect to such construction.
Section 4.4. Certificate of Comppletion. (a) Promptly after substantial
completion of the Minimum Improvements in accordance with those provisions of the
Agreement relating solely to the obligations of the Redeveloper to construct the
Minimum Improvements (including the dates for beginning and completion thereof) ,
the Authority will furnish the Rodevelopor with an appropriate instrument so
certifying. Such certification by the Authority shall be a conclusive determination
of satisfaction and termination of the agreements and covenants in the Agreement and
In the Deed with respect to the obligations of the Redeveloper, and Its successors
and assigns, to construct the Minimum Improvements and the dates for the beginning
and completion thereof. Such certification and such determination shall not
constitute evidence of compliance with or satisfaction of any obligation of the
Redeveloper to any Holder of a Mortgage, or any insurer of a Mortgage, securing
money loaned to finance the Minimum Improvements, or any part thereof.
(b) The certificate provided for to this Section 4.4 of this Agreement shall
be in such form as will enable It to be recorded In the proper office for the
recordation of deeds and other instruments pertaining to the Redevelopment
Property. if the Authority shall refuse or fail to provide any certification In
accordance with the provisions of this Section 4.4 of this Agreement, the Authority
shall, within thirty (30) days after written request by the Rodevoloper, provide the
Redeveloper with a written statement, Indicating In adequate detail In what respects
the Redeveloper has failed to complete the Minimum Improvements In accordance with
the provisions of the Agreement, or is otherwise In default, and what measures or
acts it will be necessary, In the opinion of the Authority, for the Redeveloper to take
or perform in order to obtain such certification.
uw2w
M190-47 10 caatreat tar FC1.4ts cw.tap�t
(c) The construction of the Minimum Improvements shall be deemed to be
substantially completed when the Redeveloper hes received a certificate of occumncv
from the reseoaible inspecttnp: autho 1W
l
&n43 636
Mloo-47 11 COMM for 071gts t
"Maturity Date" means the date that the Public Redevelopment Costs have been
paid in full in accordance with the terms of Section 3.3 hereof, or the Authority's
obligations thereunder have been terminated, whichever is earlier.
"Minimum Improvements" means the construction on the Redevelopment
Property of a 49 -unit senior housing facility.
"Mortgage" means any loan received made by the Redeveloper which is
secured, in whole or In part, with the Redevelopment Property and which is a
permitted encumbrance pursuant to the provisions of Article VIII of this Agreement,
and includes the loan of any Housing Bonds proceeds and documents relating to such
loan and any security therefor.
"Parcel" means any parcel of the Redevelopment Property.
"Project" means the Authority's Redevelopment Project No. 1.
"Project Area" means the real property located within the boundaries of the
Project.
"Public Redevelopment Costs" means those costs to be paid or reimbursed by
the Authority in connection with the Redeveloper's development hereunder, as set
forth in Schedule B.
"Redeveloper" means Presbyterian Homes Housing and Assisted Living, Inc..
a Minnesota nonprofit corporation, or Its permitted successors and assigns.
"Redevelopment Property" means the real property described in Schedule A
of this Agreement.
"Redevelopment Plan" means the Authority's Project Plan for Redevelopment
Project No. 1, as amended March 13, 1999 and as it may be further amended.
"State" means the State of Minnesota.
"Tax Increment" means that portion of the real property taxes which is paid
with respect to the Redevelopment Property and which is remitted to the Authority
as tax increment pursuant to the Tex Increment Act.
"Tex Increment Act" or "TIF Act" means the Tax Increment Financing Act,
Minnesota Statutes, Sections 469.174 to 469.179, as amended.
"Tax Increment District" or "TIF District" means the Authority's Housing
District No. 1-19, a housing tax Increment financing district created by the City and
the Authority.
"Tax Increment Plan" or "TIF Plan" means the Tax Increment Financing Plan
for District No. 1-19.
"Tax Official" means any County assessor; County auditor; County or State
board of equalisation, the commissioner of revenue of the State, or any State or
federal district court, the tax court of the State, or the State Supremo Court.
uwau74
M190-tt 3 cwtrwt fm r1J•au owwap�t
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Presbyterian
April 30, 1996
Honfes
0/ MINNI SOIA
Mr. Rick Wolfsteller, City Administrator
City of Monticello
Arden H16
250 East Broadway
+=911.,Ir• 6.Iwm 111,J
Monticello, MN 55362
1*111',11 11 7-117
lil: i r,,I .I»wi
I^,,r,111 ^,I r».,r•
Subject: Occupancy Permit for Mississippi Shores
Bbomlrµton
P,•1n17'1""
•un
Dear Rick:
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ul . nmn•o aw ••••., n : •, a,
...1: •.•,» 1.».
Thanks in large part to help and assistance from the City of Monticello, we
IA•. Ih111 '•dX 11.17
are now in a position to open our jointly developed facility -Mississippi
Cawmunlry Servicer,
Shores - as soon as Wednesday, May 1.
One of the final issues is satisfactorily addressing odor control. At aur
fl "
April 5, 1996 meeting, we talked about several issues. The proposal, at
that time, was to add a second charcoal filter system at a cost of $11,000
tittle Gaud+
u.. t,,.,.1....I
and to purchase two portable units to be available for rooms at an
'^' •
✓•I:
estimated cost of $150.00 each.
i IN: 1::'r
At a recent council meeting, there apparently was discussion and
requirement that these portable units be available in every room. This
Mlnnelen►w
poses a temporary problem for us because that quantity is not
immediately available and we are being advised that an alternative model
-» �»
may be more effective in meeting the needs. Our proposed solution is to
deposit $150.00 x 49 units or $7,350.00 with the City of Monticello to
III,
insure that all portable units are in place well in adva nee of the timing of
° ^, I" ' '
the odor issues. This would allow us additional time to explore with the
I—� iia %111: V.—S:IV.—
...I •, .,,1,.:,»,
city and city staff the most appropriate type of unit to meet the issues as
defined.
Sprintt Park
u.l.ke Mianelnnka
This would also allow residents of Monticello to move into their new homes
•.,•.
as planned without additional disruption to their or their families schedules.
,ni, I.nl ,. :nl •11!1
u .r.I: d,l <•.' .
In that regard, please find a check for $7,350.00. Please contact me at
6316133 if additional information or discussion would be helpful in
•
working together to resolve this issue.
Carpwde 011ke
""'1 ,+• 1 •I"""' ' I
' ,I rol nv, •sl I: ,"
enu
Thank you for your consideration in this matter.
le•.uI1 r,u..u.,
'
Sincerely, 1
rnnwdAlbw
(��rY��•���M"\
'd I'nil 111: 551 I: .'r,7
Daniel A. Lindh
Chief Operating Officer
r A•Irh Ife'l 1" Ifie "I'111ll U/hr Illdepwl"m..'r 1 ••.4 ri Irl r•bi .,
250 East Broadway
P. O. Box 1147
Monticello, MN
55362-9245
MEMO
Phone: (612) 295-27.11
Metro: (612) 333-5739
Fax: (612) 2954404
TO: Mr. Dan Lindh, Presbyterian Homes; Mr. Dean Sand, Construction Analysis
and Management, Inc.
FROM: Joe Merchak, Chief Building Official
DATE: May 24, 1996
RE: Mississippi Shores
An inspection by our department of the above -referenced project on May 23, 1996, found
the following items not completed:
1. Address numbers visible from the street must be installed on the building.
2. A trap primer serving the standpipe that receives the elevator pit sump
discharge must be installed.
3. The spring hinge closers on the stairwell barrier gate must be properly
adjusted. (Also, a stop must be installed such that the gats will normally
close access to the flight of stairs serving the basement.)
4. The portable air filters must be available for each dwelling unit.
b. Disabled parking stalls and access aisles must be "striped" and a sign
designating the van accessible parking apace and access aisle installed.
6. Astragal and smoke gasketing must be installed on the double door between
the dining room and corridor.
7. Curb cut/ramps and paving of fire lane and trail must be completed.
OJ19a oJPubbe works, 809 GW C"M 1U. Moft9kdlo, lb V 66362 • PAoee:18121293.3170 • Far (811)?93.3170. rrr. 1
Memo
Mr. Dan Lindh and
Mr. Dean Sand
May 24, 1996
Page 2
Corridor ventilation air filter system (3rd floor, 2 locations) must be
reconfigured to allow maintenance replacement of the charcoal filters without
removing the furnaces' flues or vent connectors.
These eight items must be completed before a final certificate of occupancy can be issued.
Also for your information:
The kitchen service must receive approval from the Health Department prior
to being placed in service.
Because additional lot area drainage was directed toward city facilities
beyond what was originally proposed, an additional fee for trunk storm water
is required. The City Engineer will be calculating the amount of the fee.
Landscaping is not completed.
cc: 011ie Koropchak, Economic Development Director
Gary Anderson, Building Official
Building File
HRA AGENDA
�. JUNE 5, 1996
t 1," IIT.
HRA monthly bills - Enclosed are the monthly bills for approval by the HRA.
C Page I
HRA CASHFLOW FUNDS
CASHFLOW BALANCE, May 1, 1996
HOISINGTON KOEGLER
I I I WEST BROADWAY
1400 WEST BROADWAY
CITY PARCEL
TOTAL
CASHFLOW BALANCE, June 5, 1996
l
$485,000.00
S 80,650.00
S 50,000.00(HRA GENERAL)
$145,000.00(TIF SURPLUS)
$ 25,000.00(HRA GENERAL)
$ 15,000.00(TIF SURPLUS)
$315,650.00
5169,350.00
aUNITEDSMTES
141POSTAL SERVICE
Nay 29. 1996
Honorable Bradley Fyle
Mayor of Monticello
PO Box 1 147
Monticello WI 55362-1147
Dear Mayor Fyle;
The Postal Service has determined that the present postal facility located on W. Broadway is
inadequate to continue to serve Monticello's future needs. We wish to establish an additional
facility in Monticello for the carrier routes serving customers in the 55362 Zip Code. We feel
this project will enhance both the qualities of postal services we provide to your community and
our employees' working conditions. The present Main Post Office will remain in the present
location and will continue to provide all the smites as it has in the past.
After consulting with Postmaster Hutchinson, we have determined that the new building should
contain, ideally, approximately 6500 square feet of net interior space on the USPS owned site in
Monticello.
The Postal Service wants to work closely with your community to achieve a mutually beneficial
postal facility. Therefore we would like your input into our plans, prior to the public advertising
for construction.
We welcome your timely suggestions and comments. Please address any questions, suggestions.
or concerns to: Karen Delomom. Real Estate Specialist Kansas City Facilities Service Office.
6800 West 64th Street - Suite 100. Overland Park KS 66202.4171. Telephone no. (913) 931-
1855 ext. 470.
Thank you for your valuable participation in this process.
Sinc4rely,
Robert Risser
District r. Customer Servlee and Sales
Northland District
KENNEDY a GRAVEN
cwvere
200 Saadi Sbrth SnK, Sala 470
KW**dh MN 55402
(612)337-9300
CLIENT SUMMARY May 14, 1996
Monticello HRA
City Hell
250 East Broadway
PO Box 83A
Monticello, MN 55362
Through April 30, 1996
MN195-00004: Katzmarek Acquistion S 30.00
Services Rendered: $ 30.00
Disbursements: $ 0.00
Balance Due: S 30.00
tn*Wwr d11w
wee+s delve
Mei' eMQIdeO
�d
Monticello HRA
City Hall
250 East Broadway
PO Box 83A
Monticello, MN 55362
KENNEDY at GRAVEN
Lammed
200 SaM Stili SUM stdu 470
mhw^wk MH SW2
(612)337-9300
May 14, 1996
MN195-00004: Kwzmwek Acquistion
Invoice tt 9431
Through April 30, 1996
For All Legal Services As Follows:
04/08/96 CHT lntreoffice conference with S Bubul re status of
settlement
Total Services:
0.20 30.00
30.00
Total Services And Disbursements: S 30.00
KENNEDY a GRAVEN
tLaeeed
200 South Sboh Soon, Sulo 470
M� ra S5402
(612) 337-9300
May 14, 1996
City of Monticello
PO Box 1147
Monticello, MN 55362-9245
MN 190-00041: Redevelopment -General
Invoice # 9425
Through April 30, 1996
For All Legal Services As Follows:
04/02/96 SJB Phone call with O. Koropchak re next HRA agenda 0.40 51.60
matters
04/03/96 SJB Attend HRA meeting 3.50 451.50
0429/96 SJB Phone call with O. Koropckeck re various HRA 010 25.80
agenda matters
Total Services: S 529.90
Total Services And Disbursements: $ 528.90
KENNEDY a GRAVEN
chaeeed
200 SuM S uh Saes, Sulu 470
Khmpok KN 55402
(612) 337-9300
May 14, 1996
City of Monticello
PO Box 1147
Monticello, MN 55362-9245
MN 190-00052: Monticello Community Part=
Invoice 9 9427
Through April 30, 1996
For All Legal Services As Follows:
04/24#96 SJB Review and revise MCP Loan
04/2496 DJG Draft loan documents for Monticello Community
Partners
Total Services:
Total Services And Disbursements:
0.75 96.75
2.60 260.00
356.75
356.75
City of Monticello
PO Box 1147
Monticello, MN 55362-9245
KENNEDY a GRAVEN
Chwoed
200 South SIM SUM Sub 470
10nmapotb, Mi 55402
(612) 337-9300
May 14, 1996
MN190-W53: Master's Home Furnishings Demolition
Invoice # 9428
Through April 30, 1996
For Ali Legal Services As Follows:
03/11/96 DJG Phone call with 011ie Koropchak m masters 0.30 30.00
negotiation aunt
04/04/96 SJB Phone call with O. Koropchak re right of fun 0.20 25.80
refusal
Total Services: E 55.80
Total Services And Disbursements: S 55.80
City of Monticello
PO Box 1147
Monticello, MN 55362-9245
KENNEDY at GRAVEN
Ourmed
200 South Sbah Saeet, Sults 470
M MN S502
(612) 337-9300
May 14, 1996
MN190-=54: Prairie West Project (Komarek)
Invoice # 9429
Through April 30, 1996
For All Legal Services As Follows:
04/04/96
SJB
Review Purchase Ant
0422196
SJB
Phone call with M. re project andpro forma
0424/96
SJB
Phone call with O. Koropheck and M. Ruff re
04/26/96
SJB
pprroo ea
Ort with city m project
0429/96
SJB
Phone call with O. Koropchak re Ruff memo and
HRA meeting; review Ruff memo
Total Services:
Total Services And Disbursements:
I
0.25 32.25
0.25 32.25
0.50 64.50
3.00 387.00
0.30 38.70
S 554.70
S 554.70
v
n
KENNEDY at GRAVEN
cb+ne+ed
200 South Shah Sum Sub 470
Mim¢poO6 FM SS4o2
(612)337.9300
7
May 14,19%
City of Monticello
PO Box 1147
Monticello, MN 55362-9245°
MN190.00055: Downtown Revitalization Project
Invoice # 9430
Through April 30, 1996
For All Legal Follows:
04/17/96 SJB Review Hoisington contract; research ADR clause
iSSIes
0.75
%.75
04/1" SJB Phone call wtih M. Schroeder and O. Koropchak re
0.40
51.60
Hoisington contract
04/20/96 SJB Review Hoisington contras revised
act
0.20
25.90
Total Services:
$
174.15
Services As
Total Services And Disbursements: E 174.13
KENNEDY at GRAVEN
Owtuo
200 Sam Strtlh Ste, Sdm 470
ra oati, MW 55402
(612) 3379300
CLIENT SUMMARY May l4, 1996
City of Monticello
PO Box 1147
Monticello, MN 55362-9245
Through April 30.19%
MN 190-00041: Redevelopment - General
MN 190.00052: Monticello Community Partners
MN 190-00053: Master's Home Furnishings Demolition
MN 190-00054: Prairie West Project (Komarek)
MN190-ON55: Downtown Revitalization Project
Services Rendered.-
Disbursements:
endered:Disbursements:
Balance Due:
fdN"&U M MWdtW d
wa+s
•10 ��
� M1
woman
$ 528.90
S 356.75
S 55.80
S 554.70
$ 174.15
S 1,670.30
$ 0.00
S 1,670.30