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MlXlJTES OF THE JOINT MEETING OF THE
EDINA HOUSING AND REDEVELOPMENT AUTHORI!CY/CITP COUNCIL
HELD AT EDINA CITY HAIL
MARCH 5, 1990
A joint meeting of the Edina Housing and Redevelopment Authority and the City
Council was convened to consider concurrently Tax Increment Financing Bonds and
Update on 50th and France Redevelopment Plan Amendment.
HRA and Council as recorded.
Action was taken by the
ROLLCALL Answering rollcall were Commissioners/Members Kelly, Paulus, Rice, Smith
and Chainnan/Mayor Richards.
MINUTES of the Joint HRA/Council Meeting of February 20, 1990 were approved as
submitted by motion of Commissioner/Member Paulus, seconded by Commissionerflember
Smith.
Ayes: Kelly, Paulus, Rice, Smith, Richards
Motion carried.
RESOLUTION ADOPTED AIJ'TJIORIZING ISSUANCE AND CALLING FOR PUBLIC SALE OF $3.080.000
G.O. TAX INCREMENT BONDS. SERIES 199OA Assistant Manager Gordon Hughes presented
a resolution formalizing the action of the Council on February 10, 1990, relative
to the call for sale of the $3,080,000 General Obligation Bond issue for the 50th
ti France Tax Increment Financing District.
1990 from Jerry Gilligan, bond counsel, who had advised that it would be
advantageous to designate these bonds as qualified tax-exempt obligations.
designation would likely result in a more favorable interest rate for the bonds.
To qualify for such designation, the Council must reasonably anticipate that it
does not intend to issue more than $10,000,000 in governmental bonds in 1990.
Assistant Manager Hughes stated that, based on the facts pointed out in the staff
report, staff believes the Council can make that finding and would recommend
adoption of the resolution authorizing the issuance and calling for public sale of
the bonds.
He referenced the letter of March 2,
Such a
Mayor Richards called for questions and comment from the Council. Hearing none,
he then called for comment from the public on the proposed sale of tax increment
bonds. No comment was heard.
Member Smith introduced the following resolution and moved its adoption:
RESOLUTION RELATING TO $3,080,000
GENERAL OBLIGATION TAX INCREMENT BONDS,
SERIES 1990A; AUTHORIZING TfFE ISSUANCE AND
CALLING FOR 'THE PUBLIC SALe TEIEREOF
BE IT RESOLVED by the City Council of the City of Edina, Minnesota (the City), as
follows :
1. Authorization.
1.01. This Council and the Housing and Redevelopment Authority of Edina,
Minnesota (the Authority) have previously approved a redevelopment plan and
redevelopment project under Minnesota Statutes, Section 469.001 to 469.047, and a
tax increment financing plan, under Minnesota Statutes, Section 469.174 to 469.179
designed as the 50th and France Redevelopment Plan (the Redevelopment Plan).
has been proposed that the City and Authority construct additional public
improvements in the Redevelopment Plan area to further the objectives and goals of
the redevelopment project and Redevelopment Plan (the Project).
Chapter 475, the Council hereby authorizes the issuance and sale of its General
Obligation Tax Increment Bonds, Series 1990A (the Bonds) in the principal amount
of $3,080,000 of which amount $50,000 represents interest as provided in Minnesota
Statutes, Section 475.56, for the purpose of providing funds for the payment of a
portion of the costs of the Project.
notice of sale hereinafter prescribed for the purpose of receiving sealed bids and
It
1.02. Pursuant to the provisions of Minnesota Statutes, Section 469.178 and
2. Sale. This Council shall meet at the time and place specified in the
242 3/5/90
awarding sale of the Bonds.
cause a public notice of the time, place and purpose of the meeting to be
published in the official newspaper of the City, and in a daily or weekly
periodical, published in a Minnesota City of the first class, which circulates
throughout the state and furnishes financial news as part of its service, once not
less than ten days before the date of said meeting in substantially the folloving
f om:
The City Clerk is hereby authorized and directed to
NOTICE OF BOND SALE
$3,080,000 GENERdL OBLIGATION TAX INCREMENT
BONDS, SERIES 1990a
CITY OF EDINA, MINNESOTA
NOTICE IS EEREBY GIVEN that sealed bids for the purchase of $3,080,000 General
Obligation Tax Increment Bonds, Series 19908 (the Bonds), of the City of Edina,
Minnesota (the City), will be received at the offices of Public Financial. Systems,
Inc., 512 Nicollet Hall, Suite 550, Minneapolis, Minnesota 55402 until 11:OO
o'clock a.m., OIL Honday, March 19, 1990, at which time the bids will be opened and
tabulated.
o'clock pa., that same date to consider the bids and award the sale of the Bonds.
The Bonds will be issued to finance a redevelopment project to be undertaken in
the City by the Housing and Redevelopment Authority in and for the City.
Bonds will be issuable as fully registered bonds in the denomination of $5,000 or
any integral multiple thereof, will be dated, as originally issued, as of March 1,
1990, and villmahure on February 1 in each year as follows:
The City Council will meet in the City Hall in the City at 7:OO
The
Year Amount
2002 $700,000
2003 745,000
2004 800 , 000
2005 835,000
The City vi11 select a suitable bank or trust company to act as Bond Registrar,
Transfer Agent and Paying Agent.
August 1 commencing February 1, 1991.
redemption and prepayment at the option of the City and in whole or in
Interest will be payable on each February 1 and
The Bonds are each subject subject to
part, and if in part, in inverse order of maturities, on February 1, 1997 and any
interest payment date thereafter at a price equal to the principal amount thereof
to be redeemed plus accrued interest.
Bonds vi11 be furnished by Dorsey d Whitney, of Minneapolis, Minnesota. Copies of
a statement of Terms and Conditions of Sale and additional information may be
obtained from the undersigned or from Public Financial Systems, Inc., 512 Nicollet
Hall, Suite 550, Minneapolis, Minnesota 55402; telephone 612-333-9177, financial
consultants to the City.
BY ORDEB OF THE CITY comcn
Marcella M. Daehn
City Clerk
City of Ed-, MZmesota
Conditions of Sale shall constitute the terms and conditions for the sale and
issuance of the Bonds and such terms and conditions are hereby authorized to be
incorporated In material distributed to prospective bidders for the Bonds:
A legal opinion as to the validity of the
3. Terms and Conditions of Sale. The folloving statement of Terms and
TERMS AND CONDITIONS OF SALE
$3,080,000 GENERAL OBLIGATION TAX INCREMENT
BONDS, SERIES 199OA
CITY OF EDINA, MINNESOTA
Sealed bids for the purchase of $3,080,000 General Obligation Tax Increment
Bonds, Series 199OA (the Bonds), of the City of Edina, Minnesota (the City), will
be received at the offices of Public Financial Systems, Inc., 512 Nicollet Hall,
Suite 550, Minneapolis, Minnesota 55402 until 11:OO o'clock, a.m., Monday,
I
3/5/90 243
. March 19, 1990, at which time the bids will be
City Hall in the City
and award the sale of
opened and tabulated. The City
at 7:OO o'clock, p.m., on the same
the Bonds. This is a statement of
upon which the bids for the purchase of the Bonds will be
Council will meet at the
day to consider the bids
the terms and conditions
received, the sale thereof awarded and the Bonds issued.
PURPOSE AND SECURITY
The Bonds will be issued pursuant to Minnesota Statutes, Section 469.178 and
Chapter 475, to finance costs of a redevelopment project to be undertaken in the
City by the Housing and Redevelopment Authority in and for the City. The Bonds
will be general obligations of the City for which the City will pledge its full
faith, credit and taxing powers.
DATE. TYPE AND DENOMINATION
The Bonds will be dated, as originally issued, as of March 1, 1990, will be
issued as negotiable investment securities in registered form as to both principal
and interest and will be issuable in the denomination of $5,000 or any integral
multiples thereof.
MATURITIES AND REDEMPTION
The Bonds will mature on February 1 in the following years and amounts:
Year Amount
2002 $700,000
2003 74s, 000
2004 800,000
2005 835,000
The Bonds will be subject to redemption and prepayment, at the option of the
City and in whole or in part, and if in part, in inverse order of maturities and
by lot assigned in proportion to their principal amount within any maturity, on
February 1, 1997, and any interest payment date thereafter at a price equal to the
principal amount thereof to be redeemed plus accrued interest to the date of
redemption.
BOND REGISTRAR. TRANSFER AGENT AND PAYING AGENT
The City will select a suitable bank or trust company to act as Bond
Registrar, Transfer Agent and Paying Agent for the Bonds (the Registrar). The
Bond Register will be kept, principal and interest will be paid to the registered
owner of each Bond and transfers of ownership will be effected by the Registrar.
The City vi11 pay the charges of the Registrar.
remove the Registrar and appoint a successor.
The City resemes the right to
INTEREST PAYMENT DATES. RATES
Interest will be payable each February 1 and August 1, commencing February 1,
1991. All Bonds of the same maturity must bear interest from date of issue until
paid at a single, uniform rate, not exceeding the rate specified for Bonds of any
subsequent maturity.
5/100th or 1/8th of 1%.
Each rate must be expressed in an integral multiple of
DELIVERY
purchaser must notify the Registrar at least 5 business days prior to the closing
of the Bonds of the persons in whose names the Bonds will be registered and the
authorized denominations of the Bonds to be originally issued.
not received by that date, the Bonds will be registered in the name of the
original purchaser and will be issued in denominations corresponding to the
principal maturities of the Bonds.
to the purchaser the opinion of bond counsel hereinafter described and a
certificate verifying that no litigation in any manner questioning the validity of
the Bonds is then pending or, to the best knowledge of officers of the City,
threatened.
depository on the date of closing in immediately available funds.
The closing of the Bonds will occur prior to April 1, 1990. The original
If notification is
On the day of closing, the City will furnish
Payment for the Bonds must be received by the City at its designated
LEGAL OPINION
An opinion as to the validity of the Bonds and the exemption from taxation of
the interest thereon will be furnished by Dorsey 6: Whitney, of Minneapolis,
Minnesota.
purchaser.
The legal opinion will be printed on the Bonds at the request of the
The legal opinion will state that the Bonds are valid and binding
244 3/5/90
general obligations of the City enforceable in accordance with their terms, except
to the extent enforceability may be limited by State of Minnesota or United States
laws relating to bankruptcy, reorganization, moratorium or creditors' rights
generally. I QUALIFIED TAX-EXEMPT OBLIGATIONS
The Bonds villbe designated by the City as "Qualified Tax-Exempt
Obligations" vithin the meaning of Section 265(b)(3) of the Internal Revenue Code
of 1986, as amended.
TYPE OF BID AND AWARD
Sealed bids for not less than $3,030,000 and accrued interest on the
principal sum of $3,080,000 must be mailed or delivered to the undersigned and
must be received prior to the time stated above. Each bid must be unconditional
and must be accompanied by a cashier's check or certified check or bank draft in
the amount of $61,600, payable to the City Clerk.
retained by the City as liquidated damages if the bid is accepted and the bidder
fails to comply therewith.
(total interest on all Bonds from March 1, 1990 to their maturities, less any cash
premium or plus and discount) will be deemed the most favorable.
that two or more bids state the lowest net interest cost, the sale of the Bonds
will be awarded by lot. No oral bid and no bid of less than $3,030,000 for
principal, plus accrued interest on all of the Bonds, will be considered and the
City reserves the right to reject any and all bids, to waive any nonsubstantive
informalities in any bid, and to adjourn the sale.
The good faith deposit will be
The bid authorizing the lowest net interest cost
In the event
CUSIP NUMBERS
The City will assume no obligation for the assignment or printing of CUSIP
numbers on the Bonds or for the correctness of any numbers printed thereon, but
will permit such numbers to be assigned and printed at the expense of the
purchaser, if the purchaser waives any extension of the time of delivery caused
thereby.
OFFICIAL STATEMENT
The City has authorized the preparation of an Official Statement containing
pertinent information relative to the Bonds, and said Official Statement will
serve as a nearly-final Official Statement as required by Rule 15~2-12 of the
Securities and Exchange Commission.
specifying the maturity dates, principal amounts and interest rates of the Bonds,
together with any other information required by law, shall constitute a "Final
Official Statement" of the City with respect to the Bonds, as that term is defined
in Rule 15~2-12. No more than seven business days after the date of the sale, it
shall provide vithmt cost to the successful bidder 75 copies of the Official
Statement and the addendum or addenda described above. If the sale of the Bonds
is awarded to a syndicate, the City designates the senior managing underwriter of
the syndicate to which the Bonds are awarded as its agent for purposes of
distributing copies of the Final Official Statement to each participating
underwriter.
the Bonds agrees thereby that if its bid is accepted by the City (i) it shall
accept such designation and (ii) it shall enter into a contractual relationship
with all participating underwriters of the Bonds for the purposes of assuring the
receipt by each such participating underwriter of the Final Official Statement.
Copies of the Official Statement, bid forms and any additional information
may be obtained from the undersigned or from Public Financial Systems, Inc., 512
Nicollet Mall, Suite 550, Minneapolis. Minnesota 55402, telephone: 612-333-9177,
financial consultants to the City.
BY ORDER OF TEE CITY COUNCIL
Marcella M. Daehn
City Clerk
Edina, Minnesota
Financial Systems, Inc., financial consultants to the City, is hereby authorized
and directed to prepare on behalf of the City an official statement to be
The Official Statement, when further supplemented by an addendum or addenda
Any underwriter executing and delivering a bid form with respect to
I
4. Official Statement. The City Manager, in cooperation with Public
3/5/90 245
distributed to potential purchasers of the Bonds.
contain the statement of Terms and Conditions of Sale set forth in paragraph 3
hereof and such other information as shall be deemed advisable and necessary to
adequately describe the City and the security for, and terms and conditions of,
the Bonds.
official statement near "final" as of its date, in accordance with Rule
15cl-l2(b)(l) under the Securities Exchange Act of 1934.
5. Combination of Maturities. Pursuant to Minnesota Statutes, Section
475.54, Subdivision 17, this Council estimates that the tax increments to be
pledged to the payment of the Bonds are sufficient to pay when due the principal
and interest on the Bonds.
Such official statement shall
The City Manager is authorized on behalf of the City to deem the
Adopted by the City Council on March 5, 1990.
Attest: &@Ub&.d% 1 Mayor
?47&% 4-4-
City Clerk
Motion for adoption of the resolution was seconded by Member Rice.
Rollcall :
Ayes: Kelly, Paulus, Rice, Smith, Richards
Resolution adopted.
PUBLIC EEARJXG ON AMENDMENT TO 50TH & PRANCE REDEVELOPMENT PLAN SCHEDULED FOR
3/26/90
direction of February 20, 1990, staff has prepared an amendment to the 50th &
France Redevelopment Plan.
Assistant Manager Hughes advised that in accordance with the Council's
The effect of the amendment is two-fold:
1. The amendment allows the use of tax increments to finance the public
2.
improvement project at 50th and France, which is estimated to be $3,000,000.
The amendment provides for the pooling of tax increments from 50th and
France into the Southeast Edina Redevelopment Plan area.
The proposed amendment was forwarded to the Hennepin County Board of Commissioners
and the Board of Education for the Edina School District on February 23 in
compliance with state statute that requires notification.
Assistant Manager Hughes pointed out that in order to meet the time schedule
required by statute, the Council would have to hold a special meeting on March 26,
1990, to consider the plan amendment. He explained that it is important to
process the amendment prior to April 1, 1990 and staff would therefore recommend
that a special Council Meeting be held on March 26.
Member Rice asked if this is another step in the process but not the final one.
Assistant Manager Hughes said the Council would hold a public hearing to actually
approve the amendment. Once the amendment is approved the Council would at its
discretion implement the pooling.
Member Kelly asked, were the pooling needed, if it would be a separate action.
Assistant Manager Hughes said that it would be a separate action by the Council to
actually use 50th and France tax increment funds in the future to pay for
Centennial Lakes or Edinborough debt service.
Mayor Richards asked if staff has had any contact with legislators or Hennepin
County on the subject of pooling tax increments.
that he and City representatives had met with Representative Paul Ogren, House Tax
Committee Chair, on March 2. The purpose was to discuss special legislation
concerning the homestead issue. At that meeting Representative Ogren inquired if
there was an opportunity for pooling other districts in the community and if that
was being considered.
Assistant Manager Hughes said a
His feeling was that special aid to Edina would not be a
24 6 3/5/90
popular topic in
permitted it may
the Legislature and his thought was that as pooling is now
be the-preferable method to seeking special legislation. I Following discussion as to the public hearing date, Member Paulus made a motion to
schedule a public hearing on March 26, 1990 at 7:OO p.m. to consider the Amendment
to the 50th and France Redevelopment Plan. Motion was seconded by Member Smith.
Ayes: Kelly, Paulus, Rice, Smith, Richards
Motion carried.
Motion vas made by
adjournment of the
Commissioner
HRA. Motion
Kelly and vas seconded by Commissio
carried unanimously.
Smith for
7%ha.-&%,
City Clerk