HomeMy WebLinkAboutCCAgen_8JFeb12CITY OF FALCON HEIGHTS
Regular Meeting of the City Council
City Hall
2077 West Larpenteur Avenue
AGENDA
February 8, 2012
A. CALL TO ORDER:
B. ROLL CALL: LINDSTROM ____ HARRIS ____ GOSLINE ____
LONG ____ MERCER-TAYLOR ____
FISCHER ____
C. PRESENTATIONS:
D. APPROVAL OF MINUTES: January 25, 2012
E. PUBLIC HEARINGS:
F. CONSENT AGENDA:
1. General Disbursements through 2/1/2012: $40,876.29
Payroll through 1/31/2012: $14,337.24
2. City License Renewal
3. Approval of Subordination Agreements (3) Associated With Falcon Heights Town
Square-Senior Apartments LLC
4. Public Works Equipment Purchases
5. Authorization for the City of Falcon Heights to submit a grant application to the
DNR for a “2010 to 2014 Community Forest Bonding Grant.”
G: POLICY ITEMS:
1.
H. INFORMATION/ANNOUNCEMENTS:
I. COMMUNITY FORUM:
J. ADJOURNMENT:
CITY OF FALCON HEIGHTS
Regular Meeting of the City Council
City Hall
2077 West Larpenteur Avenue
AGENDA
January 25, 2012
A. CALL TO ORDER:
B. ROLL CALL: LINDSTROM _X_ HARRIS _X_ GOSLINE _X_
LONG _X_ MERCER-TAYLOR _ab_
FISCHER _X_ TESSER _X_
C. PRESENTATIONS:
1. Andy Hovland, City Forester- 2012 Tree Update
D. APPROVAL OF MINUTES: January 11, 2012 Approved
E. PUBLIC HEARINGS:
F. CONSENT AGENDA: Keith Gosline Moved Approval 4-0
1. General Disbursements through 1/19/2012: $106,865.38
Payroll through 1/12/2012: $11,898.13
2. City License Renewal
3. Amendment to Bylaws of Fire Department Relief Association
4. Approve St. Croix Tree Service, Inc. as the 2012 Tree Trimming and Removal Contractor
5. Approval to Accept the SPRWS Board of Water Commissioners Agreement Amendment
6. Designated Signor for City Funds, Investments, and Transfers by City Administrator/City Clerk
7. Designate Bart Fischer as City’s “Responsible Authority” and “Data Practices Compliance Official.”
G: POLICY ITEMS:
1.
H. INFORMATION/ANNOUNCEMENTS:
I. COMMUNITY FORUM:
J. ADJOURNMENT: 7:40pm
REQUEST FOR COUNCIL ACTION
Families, Fields and Fair
__________________________
Meeting Date February 8, 2012
Agenda Item Consent F1
Attachment General Disbursements and Payroll
Submitted By Roland Olson, Finance Director
The City That Soars!
Item General Disbursements and Payroll
Description
General Disbursements through 2/1/2012: $40,876.29
Payroll through 1/31/2012: $14,337.24
Budget Impact
Attachment(s) General Disbursements and Payroll
Action(s)
Requested
Staff recommends that the Falcon Heights City Council approve general
disbursements and payroll.
REQUEST FOR COUNCIL ACTION
Families, Fields and Fair
__________________________
Meeting Date February 8, 2012
Agenda Item Consent F2
Attachment
Submitted By Michelle Tesser, Assistant to the City
Administrator
The City That Soars!
Item City License Applications
Description
The following individuals have applied for a Tree Trimming License for 2012.
Staff has received the necessary documents for licensure.
1. Branch and Bough Tree Service and Landscape Care
The following individuals have applied for a Mechanical License for 2012. Staff
has received the necessary documents for licensure.
1. Heating & Cooling Solutions, Inc.
Budget Impact
Attachment(s) N/A
Action(s)
Requested
Staff recommends that the Falcon Heights City Council approve the 2012 City
License Applications
REQUEST FOR COUNCIL ACTION
Families, Fields and Fair
__________________________
Meeting Date February 8, 2012
Agenda Item Consent F3
Attachment Subordination Agreement
Submitted By Bart Fischer, City Administrator
The City That Soars!
Item Approval of Subordination Agreements (3) Associated With Falcon Heights Town
Square-Senior Apartments LLC
Description
In 2003, as part of the Falcon Heights Town Square development, the City of Falcon
Heights entered into several agreements with Sherman and Associates to facilitate
the redevelopment project. Sherman and Associates/Falcon Heights Town Square
Limited Partnership is looking to capitalize on the current low interest rate
environment by refinancing some of their outstanding loans, but in order to
complete the refinancing, they need approval from all parties associated with the
agreements. Due to the tax increment financing that was provided to the project,
the City of Falcon Heights is being requested to approve the attached master
subordination agreements.
These agreements have been reviewed and approved by the appropriate City Staff
and Bond Counsel.
Budget Impact These agreements do not alter any previous financial agreements between the City
of Falcon Heights and the developer.
Attachment(s) Subordination Agreements
Action(s)
Requested
Staff recommends that the Falcon Heights City Council adopt the attached master
subordination agreements (3) and authorize the Mayor and City Administrator to
sign the documents as appropriate.
1
Subordination Agreement HUD-92420M (04/11)
Subordination Agreement
U.S. Department of Housing
and Urban Development
Office of Housing
OMB Approval No. 2502-0598
(Exp. 04/30/2014)
Public Reporting Burden for this collection of information is estimated to average 0.5 hours per response, including the time for
reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing
the collection of information. Response to this request for information is required in order to receive the benefits to be derived. This
agency may not collect this information, and you are not required to complete this form unless it displays a currently valid OMB
control number. While no assurance of confidentiality is pledged to respondents, HUD generally discloses this data only in response
to a Freedom of Information Act request.
Project Name: Falcon Heights Town Square
HUD Project No: 092-35730
THIS SUBORDINATION AGREEMENT ("Agreement") is entered into to be
effective as of February 1, 2012 by and among (i) OAK GROVE COMMERCIAL
MORTGAGE, LLC, a Delaware limited liability company ("Senior Lender") with its offices
located at 2177 Youngman Avenue, St. Paul, Minnesota 55116, (ii) the CITY OF FALCON
HEIGHTS, MINNESOTA, a Minnesota municipal corporation ("Subordinate Lender") with
its offices located at 2077 West Larpenteur Avenue, Falcon Heights, Minnesota 55113, and (iii)
FALCON HEIGHTS TOWN SQUARE LIMITED PARTNERSHIP, a Minnesota limited
partnership, (“Borrower”) with offices located at 233 Park Avenue South, Suite 201,
Minneapolis, Minnesota 55415.
2
Subordination Agreement HUD-92420M (04/11)
Recitals
WHEREAS, Borrower is the owner of that certain 119-unit residential rental
development known as "Falcon Heights Town Square" ("Project"), located at 1550 Larpenteur
Avenue West, Falcon Heights, Minnesota 55108;
WHEREAS, Senior Lender is the holder of a Mortgage Note dated April 1, 2004, in the
original principal amount of Eleven Million Eight Hundred Eighty Thousand and No/100 Dollars
($11,880,000.00) (the “Original Note”) made by Borrower and payable to the order of Glaser
Financial Group, Inc., a Minnesota corporation (“Glaser”) and endorsed for insurance under the
provisions of Section 221(d)(4) of the National Housing Act, and the Regulations thereunder
now in effect, evidencing indebtedness of Borrower to Senior Lender in the original principal
amount of Eleven Million Eight Hundred Eighty Thousand and No/100 Dollars ($11,880,000.00)
(“Original Indebtedness”);
WHEREAS, the Original Note is secured by a Mortgage dated April 1, 2004 from
Borrower to Glaser, filed on April 29, 2004 in the office of the Registrar of Titles, Ramsey
County, Minnesota as Document No. 1838696 (“Original Mortgage”) encumbering certain
improved real property located in Ramsey County, Minnesota. MMA Mortgage Investment
Corporation, a Florida corporation (“MMA”) was the successor to Glaser by merger. The
Original Mortgage was assigned by MMA to Lender pursuant to that certain Assignment of
Mortgage dated May 15, 2009, filed on April 23, 2010 in the office of the Registrar of Titles,
Ramsey County, Minnesota as Document No. 2107386;
WHEREAS, Senior Lender is amending and restating the Original Indebtedness with the
senior mortgage loan as described on Schedule A hereto ("Senior Indebtedness") to Borrower
in the original principal amount as shown on Schedule A, evidenced by the Amended and
Restated Note dated February 1, 2012 described in Schedule A ("Senior Note"), and secured
by, among other things, the Amended and Restated Multifamily Mortgage, Assignment of
Leases and Rents, Security Agreement and Fixture Filing dated February 1, 2012 as described in
Schedule A (collectively, "Senior Security Instrument"), covering the property described in
Exhibit A attached hereto together with all improvements thereon and personal property used
relative thereof, all as more particularly described in the Senior Security Instrument
("Mortgaged Property");
WHEREAS, the City has established the Tax Increment Financing District No. 1-3
(“Tax Increment District”) which the Mortgaged Property is a part and the City has provided
certain tax increment financing to Borrower in the form of reimbursements to Borrower out of
tax increments derived from the Tax Increment District pursuant to Minnesota laws (the
“Subordinate Tax Increment Financing”), which has been used for certain development costs
in connection with the Project;
WHEREAS, Borrower has requested Senior Lender to permit the existence of a
Subordinate Development Agreement (as defined herein), setting forth the City’s agreement
regarding the Subordinate Tax Increment Financing as consideration for Borrower undertaking
certain improvements;
3
Subordination Agreement HUD-92420M (04/11)
WHEREAS, the parties hereto (or their predecessors-in-interest) entered into that certain
Falcon Heights Town Square Apartments Master Subordination Agreement and Estoppel Certificate
dated April 1, 2004, recorded April 29, 2004 with the Office of the Registrar of Titles, Ramsey
County, Minnesota as Document No. 1838709, as Glaser’s interest thereunder was assigned to
Senior Lender by that certain Assignment of Master Subordination Agreement and Estoppel
Certificate dated May 15, 2009, filed April 23, 2010 with the Office of the Registrar of Titles,
Ramsey County, Minnesota as Document No. 2107387 (collectively “Master Subordination
Agreement”), which agreement established the subordination and priority of various loans made to
Borrower, including without limitation the Original Indebtedness and the Subordinate Loan; and
WHEREAS, Senior Lender, with the approval of the U.S. Department of Housing and
Urban Development (“HUD”), has agreed to permit the existence of the Subordinate Tax Increment
Financing and to allow the Subordinate Development Agreement to encumber the Mortgaged
Property, subject to all of the conditions contained in this Agreement and in accordance with
Program Obligations. “Program Obligations” means (1) all applicable statutes and any
regulations issued by the Secretary pursuant thereto that apply to the Project, including all
amendments to such statutes and regulations, as they become effective, except that changes
subject to notice and comment rulemaking shall become effective only upon completion of the
rulemaking process, and (2) all current requirements in HUD handbooks and guides, notices, and
mortgagee letters that apply to the Project, and all future updates, changes and amendments
thereto, as they become effective, except that changes subject to notice and comment rulemaking
shall become effective only upon completion of the rulemaking process, and provided that such
future updates, changes and amendments shall be applicable to the Project only to the extent that
they interpret, clarify and implement terms in this Agreement rather than add or delete
provisions from such document. Handbooks, guides, notices, and mortgagee letters are available
on HUD's official website: (http://www.hud.gov/offices/adm/hudclips/index.cfm, or a successor
location to that site).
NOW, THEREFORE, in order to induce Senior Lender to permit the existence of the
Subordinate Tax Increment Financing and to allow the Subordinate Development Agreement to
encumber the Mortgaged Property, and in consideration thereof, Senior Lender, Subordinate Lender
and Borrower agree as follows:
1. Definitions.
In addition to the terms defined in the Recitals to this Agreement, for purposes of this
Agreement the following terms have the respective meanings set forth below:
(a) "Affiliate" is defined in 24 CFR 200.215, or any successor regulation.
(b) "Bankruptcy Proceeding" means any bankruptcy, reorganization,
insolvency, composition, restructuring, dissolution, liquidation, receivership, assignment
for the benefit of creditors, or custodianship action or proceeding under any federal or
state law with respect to Borrower, any guarantor of any of the Senior Indebtedness, any
of their respective properties, or any of their respective partners, members, officers,
directors, or shareholders.
4
Subordination Agreement HUD-92420M (04/11)
(c) "Borrower" means all entities identified as "Borrower" in the first paragraph
of this Agreement, together with any successors, heirs, and assigns (jointly and
severally). Borrower shall include any entity taking title to the Mortgaged Property,
whether or not such entity assumes the Senior Note, provided that the term "Borrower"
shall not include Senior Lender in the event that Senior Lender may acquire title to the
Mortgaged Property. Whenever the term “Borrower” is used herein, the same shall be
deemed to include the obligor of the debt secured by the Senior Security Instrument.
(d) "Business Day" means any day other than Saturday, Sunday or any other day
on which Senior Lender or HUD is not open for business.
(e) "Covenant Event of Default" is defined in the Senior Security Instrument.
(f) "[INTENTIONALLY OMITTED]"
(g) "Entity" means an estate, trust, partnership, corporation, limited liability
company, limited liability partnership, governmental department or agency or any other
entity which has the legal capacity to own property.
(h) "[INTENTIONALLY OMITTED]"
(i) "Monetary Event of Default" is defined in the Senior Security Instrument.
(j) "Non-Project Sources" means any funds that are not derived from Project
Sources.
(k) "Project Sources" means the Mortgaged Property (as defined in the Senior
Security Instrument), any proceeds of the Senior loan, and any reserve or deposit made
with Senior Lender or any other party as required by HUD in connection with the Senior
loan.
(l) "Senior Indebtedness" means all present and future indebtedness,
obligations, and liabilities of Borrower to Senior Lender under or in connection with the
Senior loan or Senior Loan Documents.
(m) "Senior Lender" means the Entity named as such in the first paragraph on
page 1 of this Agreement, its successors and assigns.
(n) "Senior Loan Documents" means the Senior Note, the Senior Security
Instrument, and the Amended and Restated Regulatory Agreement between Borrower
and HUD dated of even date herewith, as such documents may be amended from time to
time and all other documents at any time evidencing, securing, guaranteeing, or
otherwise delivered in connection with the Senior Indebtedness.
(o) "[INTENTIONALLY OMITTED]"
(p) "Senior Security Instrument Default" means a "Monetary Event of
Default" or a “Covenant Event of Default” as defined in the Senior Security Instrument.
(q) "Subordinate Indebtedness" means all present and future indebtedness,
obligations, and liabilities of Borrower to Subordinate Lender under or in connection
with the Subordinate Tax Increment Financing or the Subordinate Development
Agreement.
5
Subordination Agreement HUD-92420M (04/11)
(r) "Subordinate Lender" means the Entity that qualifies under Program
Obligations and named as such in the first paragraph on page 1 of this Agreement.
(s) "Subordinate Development Agreement" means collectively the
Development Agreement between Subordinate Lender and Borrower dated July 18, 2003,
as amended by a First Amendment to Development Agreement dated July 18, 2003, as
amended and restated by that certain Amended and Restated Development Agreement
between Subordinate Lender and Borrower dated April 28, 2004, all as evidenced by a
Memorandum of Development Agreement dated April 28, 2004, filed April 29, 2004 with
the Office of the Registrar of Titles, Ramsey County, Minnesota as Document No.
1838694, as supplemented by the Certificate of Completion of Minimum Improvements
dated January 25, 2006, filed February 16, 2006 with the Ramsey County Registrar of
Title as Document No. 1951697.
(t) "Subordinate Tax Increment Financing Enforcement Action " means the
commencement of any suit or other legal, administrative, or arbitration proceeding based
upon the Subordinate Development Agreement, or the taking of any other enforcement
action against Borrower, any other party liable for any of the Subordinate Indebtedness or
obligated under any of the Subordinate Tax Increment Financing Documents, or the
Mortgaged Property.
(u) "Subordinate Default" means any act, failure to act, event, conditions, or
occurrence which allows (but for any contrary provision of this Agreement), or which
with the giving of notice or the passage of time, or both, would allow (but for any
contrary provision of this Agreement), Subordinate Lender to take a Subordinate Tax
Increment Financing Enforcement Action.
(v) “Subordinate Tax Increment Financing Documents” means the Subordinate
Development Agreement, the TIF Note, and any and all amendments and documents
related thereto.
(w) "Surplus Cash" is defined herein to mean the same as that term is defined in
the Amended and Restated Regulatory Agreement between Borrower and HUD.
(x) “TIF Note” means the United States of America, State of Minnesota, County
of Ramsey, City of Falcon Heights, Minnesota, Taxable Tax Increment Revenue Note
(Falcon Heights Town Square Project - Multifamily TIF Note), dated as of April 28,
2004, in the original principal amount of One Million Five Hundred Eighty-Six
Thousand One Hundred Twenty-Six and No/100ths Dollars ($1,586,126.00) executed
and delivered by the City to Borrower.
6
Subordination Agreement HUD-92420M (04/11)
2. Permission for Encumbrance Against Mortgaged Property.
Senior Lender agrees, subject to the provisions of this Agreement, to permit the recorded
Subordinate Development Agreement and other recordable Subordinate Tax Increment Financing
Documents against the Mortgaged Property (which are subordinate in all respects to the lien of the
Senior Security Instrument) that relate to Borrower's obligations under the Subordinate Development
Agreement and all other obligations, indebtedness and liabilities of Borrower to Subordinate Lender
under and in connection with the Subordinate Tax Increment Financing. Such permission is subject
to the condition that each of the representations and warranties made by Borrower and Subordinate
Lender in Section 3 are true and correct on the date of this Agreement. If any of the representations
and warranties made by Borrower and Subordinate Lender in Section 3 are not true and correct on
the date of this Agreement, the provisions of the Senior Loan Documents applicable to unpermitted
liens on the Mortgaged Property shall apply.
3. Borrower's and Subordinate Lender's Representations and Warranties.
Borrower and, with respect to subsections (a) through (d) below, Subordinate Lender each
make the following representations and warranties to Senior Lender:
(a) Subordinate Tax Increment Financing Documents. The Subordinate Tax
Increment Financing is evidenced by the TIF Note and the Subordinate Development
Agreement.
(b) Terms of the Subordinate Tax Increment Financing. The original
principal amount of the TIF Note is $1,586,126.00. The unpaid principal and accrued
interest due on the TIF Note is $___________________. Interest on the Subordinate
Note accrues at the rate of 5.935% per annum. The final maturity of the Subordinate
Note is December 31, 2031 ("Maturity").
(c) Relationship of Borrower to Subordinate Lender. Subordinate Lender is not
an Affiliate of Borrower.
(d) Intentionally Left Blank.
(e) Intentionally Left Blank.
(f) Senior Loan Documents. The executed Senior Loan Documents are the
same forms as approved by HUD prior to the date of this Agreement. Upon execution and
delivery of the Senior Loan Documents, Borrower shall deliver to Subordinate Lender an
executed copy of each of the Senior Loan Documents, certified to be true, correct and
complete.
4. Intentionally Left Blank.
5. Terms of Subordination.
(a) Agreement to Subordinate. Senior Lender and Subordinate Lender agree
7
Subordination Agreement HUD-92420M (04/11)
that: (i) the Subordinate Development Agreement is and shall be subordinated in right of
payment, to the extent and in the manner provided in this Agreement, to the prior payment in
full of the indebtedness evidenced by the Senior Loan Documents and (ii) the Subordinate
Development Agreement and the other Subordinate Tax Increment Financing Documents,
and any and all liens, security interests and restrictive covenants, if any, included in the
TIF Documents, are and shall be subject and subordinate in all respects to the liens, terms,
covenants and conditions of the Senior Security Instrument and the other Senior Loan
Documents and to all advances heretofore made or which may hereafter be made pursuant to
the Senior Security Instrument and the other Senior Loan Documents (including but not
limited to, all sums advanced for the purposes of (1) protecting or further securing the lien of
the Senior Security Instrument, curing defaults by Borrower under the Senior Loan
Documents or for any other purpose expressly permitted by the Senior Security Instrument,
or (2) constructing, renovating, repairing, furnishing, fixturing or equipping the Mortgaged
Property).
(b) Subordination of Subrogation Rights. Except as otherwise required by
law, Subordinate Lender agrees that if, by reason of its payment of real estate taxes or other
monetary obligations of Borrower, or by reason of its exercise of any other right or remedy
under the Subordinate Tax Increment Financing Documents, it acquires by right of subroga-
tion or otherwise a lien on the Mortgaged Property which (but for this subsection) would be
senior to the lien of the Senior Security Instrument, then, in that event, such lien shall be
subject and subordinate to the lien of the Senior Security Instrument.
(c) Payments Before Senior Security Instrument Default. Until Subordinate
Lender receives a default notice of a Senior Security Instrument Default from Senior Lender,
Subordinate Lender shall be entitled to retain for its own account all payments made under
or pursuant to the Subordinate Tax Increment Financing Documents provided that such
payments are otherwise permitted under the terms of this Agreement.
(d) Payments After Senior Security Instrument Default. Borrower agrees
that, after it receives notice (or otherwise acquires knowledge) of a Senior Security
Instrument Default, it will not make any payments under or pursuant to the Subordinate Tax
Increment Financing Documents (including but not limited to any sums set forth in the
Subordinate Development Agreement) without Senior Lender's prior written consent.
Subordinate Lender agrees that, after it receives a default notice from Senior Lender with
written instructions directing Subordinate Lender not to accept payments from Project
Sources on account of the Subordinate Tax Increment Financing, it will not accept any
payments under or pursuant to the Subordinate Tax Increment Financing Documents
(including but not any sums set forth in the Subordinate Development Agreement) unless
either (i) such payment is being made solely from Non-Project Sources or (ii) such payment
is made with Senior Lender's prior written consent. If Subordinate Lender receives written
notice from Senior Lender that the Senior Security Instrument Default which gave rise to
Subordinate Lender's obligation not to accept payments has been cured, waived, or otherwise
suspended by Senior Lender, the restrictions on payment to Subordinate Lender in this
Section 5 shall terminate, and Senior Lender shall have no right to any subsequent payments
made to Subordinate Lender by Borrower prior to Subordinate Lender's receipt of a new
default notice from Senior Lender in accordance with the provisions of this Section 5(d).
8
Subordination Agreement HUD-92420M (04/11)
Notwithstanding anything to the contrary set forth herein, Borrower shall continue to make
real estate tax payments and payments of special assessments that constitute a lien against
the Mortgaged Property. The Senior Lender acknowledges that the Borrower shall continue
to pay payments, if any, pursuant to sections 4.7, 8.2 and 9.6 of the Subordinate
Development Agreement.
(e) Remitting Subordinate Tax Increment Financing Payments to Senior
Lender. If, after Subordinate Lender receives a default notice from Senior Lender in
accordance with subsection (d) above, Subordinate Lender receives any payments under the
Subordinate Tax Increment Financing Documents (other than payments permitted under
subsection (d) above), Subordinate Lender agrees that such payment or other distribution
will be received and held in trust for Senior Lender and unless Senior Lender otherwise
notifies Subordinate Lender in writing, will be promptly remitted, in kind to Senior Lender,
properly endorsed to Senior Lender, to be applied to the principal of, interest on and other
amounts due under the Senior Loan Documents in accordance with the provisions of the
Senior Loan Documents. By executing this Agreement, Borrower specifically authorizes
Subordinate Lender to endorse and remit any such payments to Senior Lender, and
specifically waives any and all rights to have such payments returned to Borrower or
credited against the Subordinate Tax Increment Financing. Borrower and Senior Lender
acknowledge and agree that payments received by Subordinate Lender, and remitted to
Senior Lender under this Section 5, shall not be applied or otherwise credited against the
Subordinate Tax Increment Financing, nor shall the tender of such payment to Senior Lender
waive any Subordinate Default which may arise from the inability of Subordinate Lender to
retain such payment or apply such payment to the Subordinate Tax Increment Financing.
(f) Agreement Not to Commence Bankruptcy Proceeding. Subordinate
Lender agrees that during the term of this Agreement it will not commence, or join with any
other creditor in commencing any Bankruptcy Proceeding with respect to Borrower, without
Senior Lender's prior written consent.
6. Default Under Subordinate Tax Increment Financing Documents.
(a) Notice of Default and Cure Rights. Subordinate Lender shall deliver to
Senior Lender a default notice within five Business Days in each case where Subordinate
Lender has given a default notice to Borrower. Failure of Subordinate Lender to send a
default notice to Senior Lender shall not prevent the exercise of Subordinate Lender's rights
and remedies under the Subordinate Tax Increment Financing Documents, subject to the
provisions of this Agreement. Senior Lender shall have the opportunity, but not the
obligation, to cure any Subordinate Default within 60 days following the date of such notice;
provided, however that Subordinate Lender shall be entitled, during such 60-day period, to
continue to pursue its rights and remedies under the Subordinate Tax Increment Financing
Documents, subject to the limitations set forth in Section 6(b) below.
(b) Subordinate Lender's Exercise of Remedies After Notice to Senior
Lender. If a Subordinate Default occurs and is continuing, Subordinate Lender agrees that it
will not commence foreclosure proceedings with respect to the Mortgaged Property under
the Subordinate Tax Increment Financing Documents or exercise any other rights or
9
Subordination Agreement HUD-92420M (04/11)
remedies it may have under the Subordinate Tax Increment Financing Documents with
respect to the Mortgaged Property, including, but not limited to accelerating the Subordinate
Tax Increment Financing, collecting rents, appointing (or seeking the appointment of) a
receiver or exercising any other rights or remedies thereunder without Senior Lender’s prior
written consent. However, the preceding sentence shall not (i) limit Subordinate Lender’s
right to bring an action seeking recovery solely from Non-Project Sources or (ii) preclude
Subordinate Lender from exercising or enforcing all the rights available to Subordinate
Lender under the Subordinate Tax Increment Financing Documents and/or under applicable
law to enforce covenants and agreements of Borrower relating to income, rent or
affordability restrictions.
7. Default Under Senior Loan Documents.
(a) Notice of Default and Cure Rights. Senior Lender shall deliver to
Subordinate Lender a default notice within five Business Days in each case where Senior
Lender has given a default notice to Borrower (provided that Senior Lender shall have no
liability to Borrower, Subordinate Lender or to any other Entity for failure to timely give
such notice). Failure of Senior Lender to send a default notice to Subordinate Lender shall
not prevent the exercise of Senior Lender’s right and remedies under the Senior Loan
Documents, subject to the provisions of this Agreement. Borrower agrees that Subordinate
Lender shall have the opportunity, but not the obligation, to cure either a Monetary Event of
Default or a Covenant Event of Default within 30 days following the date of such notice, or
any time prior to an assignment of the Senior Security Instrument from Senior Lender to
HUD, whichever date is later. Subordinate Lender acknowledges that Senior Lender shall be
entitled during such period described above to continue to pursue its remedies under the
Senior Loan Documents. Subordinate Lender shall have the opportunity to cure a Covenant
Event of Default during such period described above so long as there is no Monetary Event
of Default under the Senior Loan Documents. All amounts paid by Subordinate Lender to
Senior Lender to cure any default under the Senior Loan Documents shall be deemed to have
been advanced by Subordinate Lender pursuant to the Subordinate Development Agreement.
(b) Cross Default. Subordinate Lender agrees that, notwithstanding any
contrary provision contained in the Subordinate Tax Increment Financing Documents, a
Senior Security Instrument Default shall not constitute a default under the Subordinate Tax
Increment Financing Documents if no other default occurred under the Subordinate Tax
Increment Financing Documents.
8. Conflict.
Borrower, Senior Lender and Subordinate Lender each agrees that, in the event of
any conflict or inconsistency between the terms of the Senior Loan Documents, the
Subordinate Tax Increment Financing Documents and the terms of this Agreement, the terms
of this Agreement shall govern and control solely as to the following: (a) the relative priority
of the security interests of Senior Lender and Subordinate Lender in the Mortgaged Property;
and (b) solely as between Senior Lender and Subordinate Lender, the notice requirements,
cure rights, and the other rights and obligations which Senior Lender and Subordinate
Lender have agreed to as expressly provided in this Agreement. Borrower acknowledges
10
Subordination Agreement HUD-92420M (04/11)
that the terms and provisions of this Agreement shall not, and shall not be deemed to: extend
Borrower's time to cure any Senior Security Instrument Default or Subordinate Default, as
the case may be; give Borrower the right to notice of any Senior Security Instrument Default
or Subordinate Default, as the case may be other than that, if any, provided, respectively
under the Senior Loan Documents or the Subordinate Tax Increment Financing Documents,
as applicable; or create any other right or benefit for Borrower as against Senior Lender or
Subordinate Lender.
9. Rights and Obligations of Subordinate Lender under the Subordinate Tax
Increment Financing Documents and of Senior Lender under the Senior Loan Documents.
Subject to each of the other terms of this Agreement, all of the following provisions
shall supersede any provisions of the Subordinate Tax Increment Financing Documents
covering the same subject matter:
(a) Protection of Security Interest. Subordinate Lender shall not, without the
prior written consent of Senior Lender in each instance, take any action which has the effect
of increasing the indebtedness outstanding under the Subordinate Tax Increment Financing
Documents, except that Subordinate Lender shall have the right to advance funds to cure
Senior Security Instrument Defaults pursuant to Section 7(a) above and advance funds
pursuant to the Subordinate Development Agreement for the purpose of curing defaults by
Borrower under the Subordinate Tax Increment Financing Documents to the extent
permitted thereunder.
(b) Condemnation or Casualty. In the event of: a taking or threatened taking
by condemnation or other exercise of eminent domain of all or a portion of the Mortgaged
Property (collectively, a "Taking"); or the occurrence of a fire or other casualty resulting in
damage to all or a portion of the Mortgaged Property (collectively, a "Casualty"), at any time
or times when the Senior Security Instrument remains a lien on the Mortgaged Property the
following provisions shall apply:
(1) Subordinate Lender hereby agrees that its rights (under the
Subordinate Tax Increment Financing Documents or otherwise) to participate in any
proceeding or action relating to a Taking and/or a Casualty, or to participate or join
in any settlement of, or to adjust, any claims resulting from a Taking or a Casualty
shall be and remain subordinate in all respects to Senior Lender's rights under the
Senior Loan Documents with respect thereto, and Subordinate Lender shall be bound
by any settlement or adjustment of a claim resulting from a Taking or a Casualty
made by or with the written consent of Senior Lender; and
(2) all proceeds received or to be received on account of a Taking or a
Casualty, or both, shall be applied (to payment of the costs and expenses of repair
and restoration and/or to payment of the Senior Security Instrument) in the manner
determined by Senior Lender in its sole discretion; provided, however, that if Senior
Lender elects to apply such proceeds to payment of the principal of, interest on and
other amounts payable under the Senior Security Instrument, any proceeds remaining
after the satisfaction in full of the principal of, interest on and other amounts payable
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Subordination Agreement HUD-92420M (04/11)
under the Senior Security Instrument shall be paid to, and may be applied by,
Subordinate Lender in accordance with the applicable provisions of the Subordinate
Tax Increment Financing Documents, if any. Any proceeds then remaining after the
satisfaction in full of the principal of, interest on and other amounts payable under
the Subordinate Tax Increment Financing Documents shall be paid by the
Subordinate Lender to Borrower.
(c) No Modification of Subordinate Tax Increment Financing Documents.
Borrower and Subordinate Lender each agrees that, until the principal of, interest on and all
other amounts payable under the Senior Loan Documents have been paid in full, it will not,
without the prior written consent of Senior Lender in each instance, increase any obligations
of Borrower under the Subordinate Tax Increment Financing Documents or otherwise
amend the Subordinate Tax Increment Financing Documents in a manner that creates an
adverse effect upon Senior Lender under the Senior Loan Documents. Any unauthorized
amendment of the Subordinate Tax Increment Financing Documents without Senior Lender's
consent shall be void ab initio and of no effect whatsoever.
10. Modification of Senior Loan Documents; Refinancing of Senior Indebtedness.
Subordinate Lender consents to any agreement or arrangement in which Senior Lender
waives, postpones, extends, reduces or modifies any provisions of the Senior Loan Documents,
including any provision requiring the payment of money. Subordinate Lender further agrees that its
agreement to subordinate hereunder shall extend to any new mortgage debt which is for the purpose
of refinancing all or any part of the Senior Security Indebtedness in accordance with Program
Obligations (including reasonable and necessary costs associated with the closing and/or the
refinancing) ; and that all the terms and covenants of this Agreement shall inure to the benefit of any
holder of any such refinanced debt; and that all references to the Senior Indebtedness, the Senior
Note, the Senior Security Instrument, the Senior Loan Documents and Senior Lender shall mean,
respectively, the indebtedness related to the refinance loan, the refinance note, the security
instrument securing the refinance note, all documents evidencing securing or otherwise pertaining to
the refinance note and the holder of the refinance note.
11. Default by Subordinate Lender or Senior Lender.
If Subordinate Lender or Senior Lender defaults in performing or observing any of the terms,
covenants or conditions to be performed or observed by it under this Agreement, the other, non-
defaulting Lender shall have the right to all available legal and equitable relief.
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Subordination Agreement HUD-92420M (04/11)
12. Notices.
Each notice, request, demand, consent, approval or other communication (hereinafter in this
Section referred to collectively as "notices" and referred to singly as a "notice") which Senior Lender
or Subordinate Lender is required or permitted to give to the other party pursuant to this Agreement
shall be in writing and shall be deemed to have been duly and sufficiently given if: (a) personally
delivered with proof of delivery thereof (any notice so delivered shall be deemed to have been
received at the time so delivered); or (b) sent by Federal Express (or other similar national overnight
courier) designating next Business Day delivery (any notice so delivered shall be deemed to have
been received on the next Business Day following receipt by the courier); or (c) sent by United
States registered or certified mail, return receipt requested, postage prepaid, at a post office regularly
maintained by the United States Postal Service (any notice so sent shall be deemed to have been
received two Business Days after mailing in the United States), addressed to the respective parties as
follows:
SENIOR LENDER: Oak Grove Commercial Mortgage, LLC
2177 Youngman Avenue
St. Paul, MN 55116
Attention: Kevin Sullivan
With a copy to: U.S. Department of Housing and Urban Development
Director - Office of Multifamily Asset Management
Room 6160
451 Seventh Street, S.W.
Washington, DC 20410
SUBORDINATE LENDER: City of Falcon Heights, Minnesota
2077 West Larpenteur Avenue
Falcon Heights, Minnesota 55113
Attention: City Administrator
Either party may, by notice given pursuant to this Section, change the person or persons and/or
address or addresses, or designate an additional person or persons or an additional address or
addresses for its notices, but notice of a change of address shall only be effective upon receipt.
13. Master Subordination Agreement. Borrower, Subordinate Lender, and Senior
Lender hereby (i) consent to the amendment and restatement of the Glaser Loan (as defined in
the Master Subordination Agreement) by the Senior Loan, (ii) acknowledge and agree that the
Master Subordination Agreement remains in full force and effect with respect to the Senior Loan
to the same extent as if (a) the Senior Loan was defined as the “Glaser Loan” thereunder and (b)
the Senior Loan Documents were defined as the “Glaser Loan Documents” thereunder, (iii)
hereby reaffirm the terms of the Master Subordination Agreement with respect to the Senior
Loan to the same extent as if the Senior Loan was defined as the “Glaser Loan” thereunder,
including without limitation (a) the subordination of the MARIF Loan and MARIF Loan
Documents to the Senior Loan and Senior Loan Documents and (b) the following priority of the
respective loans and respective loan documents: (1) the first priority of the Senior Loan (to the
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Subordination Agreement HUD-92420M (04/11)
same extent as if the Senior Loan was defined as the “Glaser Loan” thereunder) and the Senior
Loan Documents (to the same extent as if the Senior Loan Documents was defined as the
“Glaser Loan Documents” thereunder), (2) the second priority of the MARIF Loan (as defined
thereunder) and the MARIF Loan Documents (as defined thereunder), (3) the third priority of the
Ramsey County Loan (as defined thereunder) and the Ramsey County Loan Documents (as
defined thereunder), (4) the fourth priority of the FHF Loan (as defined thereunder) and the FHF
Loan Documents (as defined thereunder), (5) the fifth priority of Tax Increment Financing (as
defined thereunder) and the TIF Documents (as defined thereunder), and (6) the sixth priority of
the Declaration (as defined therein), except to the extent required by Section 9(d) of the
Declaration (relating to the three (3) year vacancy control during the extended use period), all as
stated in the Master Subordination Agreement, and (iv) hereby respectively certify that all of the
covenants, statements, representations and warranties of such Parties that are made in the Master
Subordination Agreement are true and correct as of the date hereof.
14. General.
(a) Assignment/Successors. This Agreement shall be binding upon Borrower,
Senior Lender and Subordinate Lender and shall inure to the benefit of the respective legal
successors and assigns of Senior Lender and Subordinate Lender.
(b) No Partnership or Joint Venture. Senior Lender's permission for the
placement of the Subordinate Tax Increment Financing Documents does not constitute
Senior Lender as a joint venturer or partner of Subordinate Lender. Neither party hereto
shall hold itself out as a partner, agent or Affiliate of any other party hereto.
(c) Senior Lender's and Subordinate Lender's Consent. Wherever Senior
Lender's consent or approval is required by any provision of this Agreement, such consent or
approval may be granted or denied by Senior Lender in its sole and absolute discretion,
unless otherwise expressly provided in this Agreement. Wherever Subordinate Lender's
consent or approval is required by any provision of this Agreement, such consent or approval
may be granted or denied by Subordinate Lender in its sole and absolute discretion, unless
otherwise expressly provided in this Agreement.
(d) Further Assurances; UCC Financing Statements. Subordinate Lender,
Senior Lender and Borrower each agree, at Borrower's expense, to execute and deliver all
additional instruments and/or documents reasonably required by any other party to this
Agreement in order to evidence that the Subordinate Tax Increment Financing Documents
are subordinate to the lien, covenants and conditions of the Senior Loan Documents, or to
further evidence the intent of this Agreement. Senior Lender is hereby authorized to file any
and all UCC financing statement amendments required to reflect the priority of the Senior
Indebtedness.
(e) Amendment. This Agreement shall not be amended except by written
instrument signed by all parties hereto.
(f) Governing Law. This Agreement shall be governed by the laws of the
State in which the Mortgaged Property is located, except as, so long as the Senior loan is
14
Subordination Agreement HUD-92420M (04/11)
insured or held by HUD, and solely as to rights and remedies of HUD, federal
jurisdiction may be appropriate pursuant to any federal requirements. The State courts,
and with respect to HUD’s rights and remedies, federal courts, and governmental
authorities in the State in which the Mortgaged Property is located, shall have exclusive
jurisdiction over all controversies which shall arise under or in relation to the Subordinate
Tax Increment Financing Documents. Borrower irrevocably consents to service,
jurisdiction, and venue of such courts for any such litigation and waives any other
venue to which it might be entitled by virtue of domicile, habitual residence or otherwise.
(g) Severable Provisions. If any provision of this Agreement shall be invalid or
unenforceable to any extent, then the other provisions of this Agreement shall not be affected
thereby and shall be enforced to the greatest extent permitted by law.
(h) Term. The term of this Agreement shall commence on the date hereof and
shall continue until the earliest to occur of the following events: (i) the payment of all of the
principal of, interest on and other amounts payable under the Senior Loan Documents; (ii)
the later of (a) the payment of all of the principal of, interest on and other amounts payable
under the TIF Note and/or (b) the performance by Borrower of all obligations required under
the Subordinate Development Agreement and/or any of the other Subordinate Tax Increment
Financing Documents, including sums due thereunder, other than by reason of payments
which Subordinate Lender is obligated to remit to Senior Lender pursuant to Section 4
hereof; (iii) the acquisition by Senior Lender of title to the Mortgaged Property pursuant to a
foreclosure; or (iv) the acquisition by Subordinate Lender of title to the Mortgaged Property
pursuant to any remedy in the Subordinate Tax Increment Financing Documents, but only if
such acquisition of title does not violate any of the terms of this Agreement.
Notwithstanding the foregoing, in the event the Senior Indebtedness is refinanced, the term
of this Agreement shall continue and the Subordinate Indebtedness and Subordinate Tax
Increment Financing Documents shall be subordinate to any such indebtedness related to the
refinance loan as provided in Section 10 above.
(i) Counterparts. This Agreement may be executed in any number of
counterparts, each of which shall be considered an original for all purposes; provided,
however, that all such counterparts shall together constitute one and the same instrument.
[THE REMAINDER OF THIS PAGE SHALL REMAIN BLANK]
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Subordination Agreement HUD-92420M (04/11)
IN WITNESS WHEREOF, the parties hereto have executed this Agreement to be effective
as of the day and year first written above.
SENIOR LENDER:
OAK GROVE COMMERCIAL MORTGAGE,
LLC, a Delaware limited liability company
By: _____________________________________
Name:___________________________________
Title: ____________________________________
STATE OF MINNESOTA
COUNTY OF RAMSEY
This instrument was acknowledged before me this ___ day of February, 2012 by
____________________as ______________________ of OAK GROVE COMMERCIAL
MORTGAGE, LLC, a Delaware limited liability company, on behalf of the limited liability
company.
______________________________
Notary Public
Printed Name: _________________
My Commission Expires:
_____________________
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Subordination Agreement HUD-92420M (04/11)
SUBORDINATE LENDER:
CITY OF FALCON HEIGHTS, MINNESOTA,
a Minnesota municipal corporation
By:
Name: ______
Its: ____________________________________
Approved as to Form:
______________________
________________
STATE OF MINNESOTA )
)ss.
COUNTY OF ____________)
The foregoing instrument was acknowledged before me this ______ day of February,
2012, by _____________, the ______________, of the CITY OF FALCON HEIGHTS,
MINNESOTA, a Minnesota municipal corporation, on behalf of the municipal corporation.
____________________________________
Notary Public
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Subordination Agreement HUD-92420M (04/11)
BORROWER:
FALCON HEIGHTS TOWN SQUARE LIMITED
PARTNERSHIP,
a Minnesota limited partnership
By: SHERMAN ASSOCIATES, INC.,
a Minnesota corporation
Its: General Partner
By:
George E. Sherman
Its: President
STATE OF MINNESOTA )
) ss.
COUNTY OF ___________ )
The foregoing instrument was acknowledged before me this _____ day of February, 2012,
by George E. Sherman, the President of SHERMAN ASSOCIATES, INC., a Minnesota
corporation, the sole general partner of FALCON HEIGHTS TOWN SQUARE LIMITED
PARTNERSHIP, a Minnesota limited partnership, on behalf of the limited partnership.
______________________________
Notary Public
Printed Name: _________________
My Commission Expires: ___________________
This instrument was drafted by:
Oppenheimer Wolff & Donnelly LLP (CAE)
45 South Seventh Street, Suite 3300
Minneapolis, MN 55402-1609
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Subordination Agreement HUD-92420M (04/11)
EXHIBIT A
LEGAL DESCRIPTION
The real property located in Ramsey County, Minnesota, and legally described as:
Parcel 1:
Lot 1, Block 1, Falcon Heights Town Square Second, according to the recorded plat thereof.
Parcel 2:
Together with the benefit of easements for access and storm sewer as set forth in Easement
Agreement dated December 29, 2003, filed December 30, 2003 as Document No. 1796663 and
for watermain as set forth in Private Water Main Agreement dated April 28, 2004, filed April 29,
2004 as Document No. 1838695.
Ramsey County, Minnesota
Torrens Property
Torrens Certificate No. 544081
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Subordination Agreement HUD-92420M (04/11)
SCHEDULE A
SENIOR INDEBTEDNESS
1. Loan from Oak Grove Commercial Mortgage, LLC (“Lender”) to Falcon Heights Town
Square Limited Partnership (“Borrower”) in the original principal balance of
$11,854,000.00
2. Amended and Restated Note executed and delivered by Borrower to Lender, dated as of
February 1, 2012, in the original principal amount of $11,854,000.00.
3. Amended and Restated Multifamily Mortgage, Assignment of Leases and Rents, Security
Agreement and Fixture Filing, executed and delivered by Borrower to Lender, dated as of
February 1, 2012.
2909197 v05 01/31/2012
FALCON HEIGHTS TOWN SQUARE SENIOR APARTMENTS
AMENDED AND RESTATED MASTER SUBORDINATION AGREEMENT
AND ESTOPPEL CERTIFICATE
THIS AMENDED AND RESTATED MASTER SUBORDINATION AGREEMENT
AND ESTOPPEL CERTIFICATE (“Agreement”) made and entered into as of the 1st day of
February 1, 2012, by and between TOWN SQUARE SENIOR APARTMENTS LLC, a
Minnesota limited liability company, with offices located at 233 Park Avenue South, Suite 201,
Minneapolis, Minnesota 55415 (“Borrower”), OAK GROVE COMMERCIAL MORTGAGE,
LLC, a Delaware limited liability company, with its offices located at 2177 Youngman Avenue,
St. Paul, Minnesota 55116 (“Senior Lender”), the RAMSEY COUNTY HOUSING AND
REDEVELOPMENT AUTHORITY, Minnesota political subdivision, with its offices located
at 250 Courthouse, 15 West Kellogg Boulevard, St. Paul, Minnesota 55102 (“Ramsey County”)
and the CITY OF FALCON HEIGHTS, MINNESOTA, a Minnesota municipal corporation,
with its offices located at 2077 West Larpenteur Avenue, Falcon Heights, Minnesota 55113
(“City”). (Senior Lender, Ramsey County and the City are sometimes collectively referred to
herein as “Lenders”).
RECITALS:
WHEREAS, Senior Lender’s predecessor-in-interest Glaser Financial Group, Inc., a
Minnesota corporation (“Glaser”) made a loan to Borrower in the original principal amount of
Six Million and No/100 Dollars ($6,000,000.00) ("Original Loan"), which Original Loan is
insured by the Federal Housing Administration (the "FHA") of the United States Department of
Housing and Urban Development ("HUD") under Section 221(d)(4) of the National Housing Act
of 1934, as amended (the "Act") .
WHEREAS, Lender is the holder of (i) a Mortgage Note dated December 1, 2003, in the
original principal amount of Six Million and No/100 Dollars ($6,000,000.00) given by Borrower
in favor of Glaser, as amended by the First Amendment to Mortgage Note dated February 1,
2006 between Borrower and MMA Mortgage Investment Corporation (“MMA”), a Florida
corporation (collectively the “Original Note”) and (ii) a Mortgage dated December 1, 2003 from
Borrower to Glaser, recorded on December 30, 2003 in the office of the Registrar of Titles,
Ramsey County, Minnesota as Document No. 1796664 (“Original Mortgage”) encumbering a
fifty-six (56) unit multifamily housing facility in Falcons Heights, Minnesota (the “Project”) on
the real property described in Exhibit A attached hereto (“Mortgaged Property”). MMA was the
successor to Glaser by merger. The Original Mortgage was assigned by MMA to Lender
pursuant to that certain Assignment of Mortgage dated May 15, 2009, filed April 23, 2010 in the
office of the Registrar of Titles, Ramsey County, Minnesota as Document No. 2107404.
Concurrently herewith, Borrower and Lender are amending and restating the terms of the
Original Mortgage in its entirety pursuant to that certain Amended and Restated Multifamily
Mortgage, Assignment of Leases and Rents, Security Agreement, and Fixture Filing dated
February 1, 2012 (“Mortgage”).
WHEREAS, Borrower is refinancing the Original Loan with Oak Grove with a loan in
the original principal amount of Five Million Eight Hundred Eighty and no/100 Dollars
($5,880,000.00) (“Oak Grove Loan”), which Oak Grove Loan is being insured by the Federal
Housing Administration (the “FHA”) of the United States Department of Housing and Urban
Development (“HUD”) under Section 223(a)(7) of the National Housing Act of 1934, as
amended (the “Act”) pursuant to the FHA’s Commitment dated January 12, 2012, FHA Project
No. 092-35732 (the “FHA Commitment”).
WHEREAS, on November 19, 2003, Falcon Heights Town Square Limited Partnership, a
Minnesota limited partnership, obtained a loan of Community Development Block Grant funds
from Ramsey County in the original principal amount of Two Hundred Thousand and No/100ths
Dollars ($200,000.00) (the “CDBG Loan”) which has been disbursed for payment of
construction related costs for the Project. Pursuant to the Assignment and Assumption
Agreement and Amendment to Promissory Note dated December 29, 2003, Falcon Heights
Town Square Limited Partnership assigned and Borrower has assumed all of the rights, title and
interests of Falcon Heights Town Square Limited Partnership in the CDBG Loan; and
WHEREAS, Borrower has obtained a loan of HOME Investment Partnership Act funds
from Ramsey County in the original principal amount of Two Hundred Thousand and No/100ths
Dollars ($200,000.00) (the “HOME Loan”), which has been disbursed for payment of
construction related costs for the Project; and
WHEREAS, the City has established the Tax Increment Financing District No. 1-3 (“TIF
District”) of which the Premises is a part and the City has agreed to provide certain tax increment
financing to Borrower in the form of reimbursements to Borrower out of tax increments pursuant
to Minnesota laws (the “Tax Increment Financing”) which has been and will be used for certain
development costs in connection with the Project; and
WHEREAS, in conjunction with the Oak Grove Loan, Borrower and Senior Lender have
entered into and executed those certain documents and agreements identified in Exhibit B
attached hereto and incorporated herein by reference (the “Oak Grove Loan Documents”); and
WHEREAS, in conjunction with the CDBG Loan, Borrower and Ramsey County have
entered into and executed those certain documents and agreements identified in Exhibit C
attached hereto and incorporated herein by reference (the “CDBG Loan Documents”); and
WHEREAS, in conjunction with the HOME Loan, Borrower and Ramsey County have
entered into and executed those certain documents and agreements identified in Exhibit D
attached hereto and incorporated herein by reference (the “HOME Loan Documents”); and
2
WHEREAS, in conjunction with the Tax Increment Financing, Borrower and the City
have entered into and executed those certain documents and agreements identified in Exhibit E
attached hereto and incorporated herein by reference (the “TIF Documents”); and
WHEREAS, the Borrower, Glaser, Ramsey County, and the City entered into that certain
Master Subordination Agreement and Estoppel Certificate dated December 1, 2003, filed
December 30, 2003 with the Ramsey County Registrar of Titles as Document No. 1796671, and
MMA was the successor to Glaser by merger, and MMA’s interest thereunder was assigned to
Lender pursuant to that certain Assignment of Master Subordination Agreement and Estoppel
Certificate dated May 15, 2009, filed April 23, 2010 in the office of the Registrar of Titles,
Ramsey County, Minnesota as Document No. 2107405 (collectively “Original Master
Subordination Agreement”); and
WHEREAS, this Agreement amends and restates in its entirety the Original Master
Subordination Agreement; and
WHEREAS, in connection with the Oak Grove Loan, all of the liens, encumbrances, and
restrictive covenants, if any, created by the CDBG Loan Documents have been subordinated to
the lien of the Oak Grove Loan pursuant to that certain Subordination and Modification
Agreement entered into as of even date herewith between Oak Grove, Borrower, and Ramsey
County (the “CDBG Subordination Agreement”), which CDBG Subordination Agreement shall
be recorded in the local land records of Ramsey County, Minnesota prior to the recordation of
this Agreement; and
WHEREAS, in connection with the Oak Grove Loan, all of the liens, encumbrances, and
restrictive covenants, if any, created by the HOME Loan Documents have been subordinated to
the lien of the Oak Grove Loan pursuant to that certain Subordination and Modification
Agreement entered into as of even date herewith between Oak Grove, Borrower, and Ramsey
County (the “HOME Subordination Agreement”), which HOME Subordination Agreement shall
be recorded in the local land records of Ramsey County, Minnesota prior to the recordation of
this Agreement; and
WHEREAS, in connection with the Oak Grove Loan, all of the liens, encumbrances, and
restrictive covenants, if any, created by the TIF Documents have been subordinated to the lien of
the Oak Grove Loan pursuant to that certain Subordination Agreement entered into as of even
date herewith between Oak Grove, Borrower, and the City (the “City Subordination
Agreement”), which City Subordination Agreement shall be recorded in the local land records of
Ramsey County, Minnesota prior to the recordation of this Agreement; and
WHEREAS, it is intended that the loans and corresponding loan documents referred to
herein shall have the following order of priority:
1) The Oak Grove Loan and the Oak Grove Loan Documents shall have a first and
senior priority;
2) The CDBG Loan and CDBG Loan Documents shall have second priority behind
the Oak Grove Loan and Oak Grove Loan Documents; and
3
3) The HOME Loan and the HOME Loan Documents shall have third priority
behind the Oak Grove Loan and the Oak Grove Loan Documents and the CDBG
Loan and CDBG Loan Documents.
4) The Tax Increment Financing and the TIF Documents shall have fourth priority
behind the Oak Grove Loan and Oak Grove Loan Documents, the CDBG Loan
and CDBG Loan Documents, and the HOME Loan and HOME Loan Documents.
WHEREAS, it is further intended that the parties wish to specify how the terms and
conditions contained in the loan documents referred to herein shall be interpreted in the event of
a conflict or inconsistency therein; and
WHEREAS, the parties hereto now desire to amend and modify the terms of the Original
Master Subordination Agreement and have agreed, for purposes of convenience, to restate the
Original Master Subordination Agreement in its entirety as follows:
NOW, THEREFORE, in consideration of One Dollar ($1.00) and other good and
valuable consideration, and in further consideration of the parties hereto making and entering
into the loans referred to herein, the parties do hereby agree as follows:
1. Consent to Loans. By executing this Agreement:
A. Oak Grove agrees that all of the liens, encumbrances, and restrictive covenants, if
any, created by the CDBG Loan Documents, the HOME Loan Documents and the
TIF Documents shall be deemed to be “Permitted Encumbrances” under the Oak
Grove Loan Documents but subordinate to all liens, rights, and remedies created
by the Oak Grove Loan Documents.
B. Ramsey County agrees that all of the liens, encumbrances, and restrictive
covenants, if any, created by the Oak Grove Loan Documents, the HOME Loan
Documents and the TIF Documents shall be deemed to be “Permitted
Encumbrances” under the CDBG Loan Documents.
C. Ramsey County agrees that all of the liens, encumbrances, and restrictive
covenants, if any, created by the Oak Grove Loan Documents, the CDBG Loan
Documents and the TIF Documents shall be deemed to be “Permitted
Encumbrances” under the HOME Loan Documents.
D. The City agrees that all of the liens, encumbrances, and restrictive covenants, if
any, created by the Oak Grove Loan Documents, the HOME Loan Documents
and the CDBG Loan Documents shall be deemed to be “Permitted
Encumbrances” under the TIF Documents.
2. Use of Documents. With respect to the loan documents referred to and described herein,
the parties do hereby covenant, warrant, consent, and agree as follows:
A. Ramsey County covenants and warrants that (i) the CDBG Loan Documents are
all of the documents it has entered into regarding the CDBG Loan, (ii) there are
no other documents relating to the CDBG Loan, (iii) it will not enter into any
4
B. Ramsey County covenants and warrants that (i) the HOME Loan Documents are
all of the documents it has entered into regarding the HOME Loan, (ii) there are
no other documents relating to the HOME Loan, (iii) it will not enter into any
other documents relating to the HOME Loan which would have an adverse impact
upon any other party to this Agreement without the prior written consent of such
party or parties, and (iv) any document relating to the HOME Loan which may
exist and is not listed in the HOME Loan Documents, or may come into existence
in the future, shall not have any force or effect until approved and consented to in
writing by all of the parties to this Agreement, and upon such written approval
such document shall be automatically considered to be included in the HOME
Loan Documents, and Ramsey County will execute any and all documents
necessary to include such document in the HOME Loan Documents.
C. The City covenants and warrants that (i) the TIF Documents are all of the
documents it has entered into regarding the Tax Increment Financing for the
Project, (ii) there are no other documents relating to the Tax Increment Financing
for the Project, (iii) it will not enter into any other documents or require Borrower
to enter into any other documents relating to the Tax Increment Financing for the
Project which would have an adverse impact upon any other party to this
Agreement without the prior written consent of such party or parties, and (iv) any
document relating to the Tax Increment Financing for the Project which may exist
and is not listed in the TIF Documents, or may come into existence in the future,
shall not have any force or effect until approved and consented to in writing by all
of the parties to this Agreement, and upon such written approval such document
shall be automatically considered to be included in the TIF Documents, and the
City will execute any and all documents necessary to include such document in
the TIF Documents.
D. Oak Grove agrees and consents to the use of the CDBG Loan Documents, the
HOME Loan Documents and the TIF Documents.
E. Ramsey County agrees and consents to the use of the Oak Grove Loan
Documents and the TIF Documents.
F. The City agrees and consents to the use of the Oak Grove Loan Documents, the
CDBG Loan Documents and the HOME Loan Documents.
5
3. Establishing the Relative Priority of the Loans and Documents. The parties agree to the
following priority of the loans and documents referred to and described herein:
A. The parties hereby acknowledge and agree as follows:
i) The Oak Grove Loan and the Oak Grove Loan Documents shall have a
first and senior priority;
ii) The CDBG Loan and the CDBG Loan Documents shall have second
priority behind the Oak Grove Loan and Oak Grove Loan Documents;
iii) The HOME Loan and the HOME Loan Documents shall have third
priority behind the Oak Grove Loan and Oak Grove Loan Documents and
the CDBG Loan and the CDBG Loan Documents; and
iv) The Tax Increment Financing and the TIF Documents shall have fourth
priority behind the Oak Grove Loan and Oak Grove Loan Documents, the
CDBG Loan and the CDBG Loan Documents, the HOME Loan and the
Home Loan Documents.
B. Ramsey County agrees and acknowledges that the CDBG Loan and the CDBG
Loan Documents, and all advances made thereunder and accrued interest thereon
are senior and prior to the HOME Loan and the HOME Loan Documents.
Therefore, Ramsey County agrees to, and does hereby (i) subordinate any and all
liens, security interests and restrictive covenants, if any, included in the HOME
Loan and the HOME Loan Documents to any and all liens, security interests and
restrictive covenants, if any, securing repayment of the CDBG Loan and the
CDBG Loan Documents, and (ii) subordinates the HOME Loan and the HOME
Loan Documents to the CDBG Loan and the CDBG Loan Documents.
C. The City agrees and acknowledges that the CDBG Loan, HOME Loan, CDBG
Loan Documents, and the HOME Loan Documents and all advances made
thereunder and accrued interest thereon are senior and prior to the TIF
Documents. Therefore, the City agrees to, and does hereby (i) subordinate any
and all liens, security interests and restrictive covenants, if any, included in the
TIF Documents to any and all liens, security interests and restrictive covenants, if
any, securing repayment of the CDBG Loan, HOME Loan, CDBG Loan
Documents, and the HOME Loan Documents, and (ii) subordinates the TIF
Documents to the CDBG Loan, HOME Loan, CDBG Loan Documents and the
HOME Loan Documents.
4. Provisions in Documents. Notwithstanding the order of priority set forth and agreed to in
Section 3 hereinabove, and notwithstanding any contrary provision contained in any of
the documents referred to herein, the parties hereby agree that, if there are any
inconsistencies or conflicts with respect to the provisions contained in any of the
documents referred to herein, then the provisions contained in the Oak Grove Loan
Documents shall control over any such inconsistent or conflicting provision in any other
document.
6
5. Interpretation. The parties are entering into and executing this Agreement to establish the
subordination and priority of the loans and the documents referred to herein and to
resolve any inconsistencies or conflicts in such documents, and accordingly, the parties
hereby agree, understand, and acknowledge that the enforceability of this Agreement is
not, and shall not, be restricted, limited, or impaired by the fact that not all of the parties
are signatories to each or any of the documents referred to and incorporated by reference
herein
6. Compliance with Closing Requirements and Absence of Events of Default. The parties
state, represent, and warrant as follows:
A. Oak Grove states, represents and warrants that, to the best of its knowledge, there
are no Events of Default, or events which with the passage of time could
constitute an Event of Default, currently existing under the Oak Grove Loan
Documents.
B. Ramsey County states, represents, and warrants that, to the best of its knowledge,
there are no Events of Default, or events which with the passage of time could
constitute an Event of Default, currently existing under the CDBG Loan
Documents.
C. Ramsey County states, represents, and warrants that, to the best of its knowledge,
there are no Events of Default, or events which with the passage of time could
constitute an Event of Default, currently existing under the HOME Loan
Documents.
D. The City states, represents, and warrants that, to the best of its knowledge, there
are no Events of Default, or events which with the passage of time could
constitute an Event of Default, currently existing under the TIF Documents.
7. Additional Provisions.
A. None of the parties hereto have any obligation under this Agreement to the other
parties hereto to advance any funds to Borrower or to insure that any funds so
advanced are used for any specific purpose. Any application or use of funds
advanced should not impair the priority provided herein.
B. Each of the parties hereto waives any right to require marshaling of assets or to
require any other party hereto to proceed against or exhaust any specific security
for the indebtedness held by it and any defense arising out of the loss or of
impairment of any right of subrogation through the lien of any loan
documentation.
C. Each agreement, and each and every covenant, agreement, and other provisions
hereof shall be binding upon each of the parties hereto and their successors and
assigns and shall inure to the benefit of each of the parties hereto and their
successors and assigns and, in particular, to any subsequent holder of the loan
7
8
D. This Agreement may be changed only by an instrument in writing executed by the
parties hereto. No waiver, amendment, or modification by custom, usage, or by
implication shall be effective unless in writing signed by the parties. This
Agreement shall not be construed as altering, amending, or modifying any of the
terms and conditions of the loan documentation referred to herein other than for
the establishment of priorities expressed herein.
8. Notices. All notices to be given by any party to the other under this Agreement shall be in
writing and shall be deemed to have been given when delivered personally, or when
deposited in the United States Mail, registered or certified postage prepaid, addressed to
the party’s address listed below or addressed to any such party at such other address as
such party shall furnish subsequently by notice to the other parties. Any notice delivered
personally to Borrower shall be delivered to a general partner of Borrower, and any
notice delivered personally to any of the other parties to this Agreement shall be
delivered to an officer of such party.
To Borrower: Town Square Senior Apartments LLC
233 Park Avenue South, Suite 201
Minneapolis, Minnesota 55415
To Oak Grove: Oak Grove Commercial Mortgage, LLC
2177 Youngman Avenue
St. Paul, Minnesota 55116
To Ramsey County: Ramsey County Housing and Redevelopment Authority
250 Courthouse
15 West Kellogg Boulevard
St. Paul, Minnesota 55102
ATTN: Chair
To the City: City of Falcon Heights, Minnesota
2077 West Larpenteur Avenue
Falcon Heights, Minnesota 55113
ATTN: City Administrator
9. Execution in Counterparts. This Agreement may be executed in any number of
counterparts, each of which shall be deemed an original, but all of which shall constitute
one instrument.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date and
year first above written.
(Signature Pages to Follow)
Signature Page to Master Subordination Agreement
TOWN SQUARE SENIOR APARTMENTS LLC,
a Minnesota limited liability company
By:
Name:
Its:
STATE OF MINNESOTA )
) ss.
COUNTY OF HENNEPIN )
The foregoing instrument was acknowledged before me this _____ day of February, 2012,
by ____________________, the ________________ of TOWN SQUARE SENIOR
APARTMENTS LLC, a Minnesota limited liability company, on behalf of the limited liability
company.
Notary Public
Signature Page to Master Subordination Agreement
OAK GROVE COMMERCIAL MORTGAGE,
LLC, a Delaware limited liability company
By: _____________________________________
Name:___________________________________
Title: ____________________________________
STATE OF MINNESOTA
COUNTY OF RAMSEY
This instrument was acknowledged before me this ___ day of February, 2012, by
____________________as ______________________ of OAK GROVE COMMERCIAL
MORTGAGE, LLC, a Delaware limited liability company, on behalf of the limited liability
company.
______________________________
Notary Public
_____________________
Signature Page to Master Subordination Agreement
RAMSEY COUNTY HOUSING AND
REDEVELOPMENT AUTHORITY, a Minnesota
political subdivision
By:
Name:
Its:
Approved as to Form:
______________________
Ramsey County Attorney’s Office
STATE OF MINNESOTA )
)ss.
COUNTY OF ___________ )
The foregoing instrument was acknowledged before me this ______ day of February 2012, by
_______________________, the ____________________ of RAMSEY COUNTY HOUSING
AND REDEVELOPMENT AUTHORITY, a Minnesota political subdivision, on behalf of the
such political subdivision.
____________________________________
Notary Public
Signature Page to Master Subordination Agreement
CITY OF FALCON HEIGHTS, MINNESOTA, a
Minnesota municipal corporation
By:
Name:
Its: Mayor
By:
Name:
Its: City Administrator/Clerk
STATE OF MINNESOTA )
)ss.
COUNTY OF RAMSEY )
The foregoing instrument was acknowledged before me this ______ day of February, 2012, by
_______________________, the Mayor, and ____________________, the City
Administrator/Clerk, of the CITY OF FALCON HEIGHTS, MINNESOTA, a Minnesota
municipal corporation, on behalf of the corporation.
____________________________________
Notary Public
This instrument was drafted by:
Oppenheimer Wolff & Donnelly LLP (CAE)
45 South Seventh Street, Suite 3300
Minneapolis, MN 55402-1609
EXHIBIT A
TO MASTER SUBORDINATION AGREEMENT AND ESTOPPEL CERTIFICATE
Legal Description
Lot 1, Block 1, Falcon Heights Town Square, Ramsey County, Minnesota.
Together with the benefit of the appurtenant easements for access, parking, sanitary sewer, and
storm sewer purposes created in Article 2 of Declaration of Easements and Covenants dated
December 29, 2003, filed December 30, 2003, as Document No. 1796663.
Torrens Property
Torrens Certificate No. 538232
A-1
2918413.01
23880.394
EXHIBIT B
TO MASTER SUBORDINATION AGREEMENT AND ESTOPPEL CERTIFICATE
Oak Grove Loan Documents
1. Amended and Restated Note dated as of February 1, 2012, executed and delivered by
Town Square Senior Apartments LLC to Oak Grove Commercial Mortgage, LLC in the
original principal amount of $5,880,000.00.
2. Amended and Restated Multifamily Mortgage, Assignment of Leases and Rents, Security
Agreement and Fixture Filing dated as of February 1, 2012, executed and delivered by
Town Square Senior Apartments LLC to Oak Grove Commercial Mortgage, LLC
encumbering the Premises.
3. Amended and Restated Regulatory Agreement for Multifamily Housing Projects dated as
of February 1, 2012, entered into by and between Town Square Senior Apartments LLC
and the Secretary of Housing and Urban Development.
4. UCC Financing Statement executed and delivered by Town Square Senior Apartments
LLC, as Debtor, in favor of Oak Grove Commercial Mortgage, LLC and United States
Department of Housing and Urban Development, as Secured Parties.
5. UCC Financing Statement (Fixture Filing) executed and delivered by Town Square
Senior Apartments LLC, as Debtor, to Oak Grove Commercial Mortgage, LLC and
United States Department of Housing and Urban Development, as Secured Parties,
encumbering the Premises.
6. Amended and Restated Assignment of Tax Increment Financing dated as of February 1,
2012, and executed and delivered by Town Square Senior Apartments LLC to Oak Grove
Commercial Mortgage, LLC.
7. Consent of the City of Falcon Heights, Minnesota, to the Amended and Restated
Assignment of Tax Increment Financing executed and delivered by the City of Falcon
Heights, Minnesota, to Oak Grove Commercial Mortgage, LLC
8. Assignment of Development Agreement dated as of February 1, 2012 executed and
delivered by Town Square Senior Apartments LLC to Oak Grove Commercial Mortgage,
LLC.
9. Subordination and Modification Agreement dated as of February 1, 2012 by and among
Oak Grove Commercial Mortgage, LLC, Town Square Senior Apartments LLC, and
Ramsey County Housing and Redevelopment Authority pertaining to the CDBG Loan.
10. Subordination and Modification Agreement dated as of February 1, 2012 by and among
Oak Grove Commercial Mortgage, LLC, Town Square Senior Apartments LLC, and
Ramsey County Housing and Redevelopment Authority pertaining to the HOME Loan.
B-1
B-2
11. Subordination Agreement dated as of February 1, 2012 by and among Oak Grove
Commercial Mortgage, LLC, Town Square Senior Apartments, LLC and City of Falcon
Heights pertaining to the TIF Financing.
EXHIBIT C
TO MASTER SUBORDINATION AGREEMENT AND ESTOPPEL CERTIFICATE
CDBG Loan Documents
1. Loan Agreement dated November 19, 2003 by and between Ramsey County Housing and
Redevelopment Authority and Falcon Heights Town Square Limited Partnership.
2. Promissory Note dated November 19, 2003 executed and delivered by Falcon Heights
Town Square Limited Partnership to the Ramsey County Housing and Redevelopment
Authority in the original principal amount of $200,000.00.
3. Assignment and Assumption Agreement and Amendment to Promissory Note dated
December 29, 2003 by and between Falcon Heights Town Square Limited Partnership,
Ramsey County Housing and Redevelopment Authority and Town Square Senior
Apartments LLC.
4. Statutory Mortgage, Assignment of Leases and Rents, Security Agreement and Fixture
Financing Statement dated December 29, 2003, filed December 30, 2003 with the
Registrar of Titles, Ramsey County, Minnesota as Document No. 1796668, executed and
delivered by Town Square Senior Apartments LLC to Ramsey County Housing and
Redevelopment Authority securing the principal amount of $200,000.00.
C-1
EXHIBIT D
TO MASTER SUBORDINATION AGREEMENT AND ESTOPPEL CERTIFICATE
HOME Loan Documents
1. HOME Investment Partnership Act Agreement dated December 29, 2003 by and between
Ramsey County Housing and Redevelopment Authority and Town Square Senior
Apartments LLC.
2. Promissory Note dated December 29, 2003 executed and delivered by Town Square
Senior Apartments LLC to the Ramsey County Housing and Redevelopment Authority in
the original principal amount of $200,000.00.
3. Statutory Mortgage, Assignment of Leases and Rents, Security Agreement and Fixture
Financing Statement dated December 29, 2003, filed December 30, 2003 with the
Registrar of titles, Ramsey County, Minnesota as Document No. 1796669, executed and
delivered by Town Square Senior Apartments LLC to Ramsey County Housing and
Redevelopment Authority securing the principal amount of $200,000.00.
4. Declaration of Covenants and Restrictions dated December 29, 2003 executed and
delivered by Town Square Senior Apartments LLC.
5. Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion –
Lower Tier Covered Transactions dated December 29, 2003 executed and delivered by
Town Square Senior Apartments LLC.
D-1
EXHIBIT E
TO MASTER SUBORDINATION AGREEMENT AND ESTOPPEL CERTIFICATE
TIF Documents
1. Development Agreement dated July 18, 2003, by and between the City of Falcon
Heights, Minnesota, and Town Square Senior Apartments LLC, as modified by the
Certificate of Completion dated February 10, 2005, filed February 22, 2005 with the
Office of the Registrar of Title, Ramsey County, Minnesota as Document No. 1906469.
2. The United States of America, State of Minnesota, County of Ramsey, City of Falcon
Heights, Minnesota, Taxable Tax Increment Revenue Note (Falcon Heights Town Square
Project - Senior TIF Note), dated as of December 29, 2003, in the original principal
amount of $728,000.00 executed and delivered by the City of Falcon Heights, Minnesota,
to Town Square Senior Apartments LLC.
E-1
2918038 v02 01/31/2012
1
Subordination Agreement HUD-92420M (04/11)
Subordination Agreement
U.S. Department of Housing
and Urban Development
Office of Housing
OMB Approval No. 2502-0598
(Exp. 04/30/2014)
Public Reporting Burden for this collection of information is estimated to average 0.5 hours per response, including the time for
reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing
the collection of information. Response to this request for information is required in order to receive the benefits to be derived. This
agency may not collect this information, and you are not required to complete this form unless it displays a currently valid OMB
control number. While no assurance of confidentiality is pledged to respondents, HUD generally discloses this data only in response
to a Freedom of Information Act request.
Project Name: Falcon Heights Town Square
Senior Apartments
HUD Project No: 092-35732
THIS SUBORDINATION AGREEMENT ("Agreement") is entered into to be
effective as of February 1, 2012 by and among (i) OAK GROVE COMMERCIAL
MORTGAGE, LLC, a Delaware limited liability company ("Senior Lender") with its offices
located at 2177 Youngman Avenue, St. Paul, Minnesota 55116, (ii) the CITY OF FALCON
HEIGHTS, MINNESOTA, a Minnesota municipal corporation ("Subordinate Lender") with
its offices located at 2077 West Larpenteur Avenue, Falcon Heights, Minnesota 55113, and (iii)
TOWN SQUARE SENIOR APARTMENTS LLC, a Minnesota limited liability company,
(“Borrower”) with offices located at 233 Park Avenue South, Suite 201, Minneapolis,
Minnesota 55415.
Recitals
WHEREAS, Borrower is the owner of that certain 56-unit residential rental development
known as "Falcon Heights Town Square Senior Apartments" ("Project"), located at 1530
Larpenteur Avenue West, Falcon Heights, Minnesota 55113. Senior Lender has made or is
2
Subordination Agreement HUD-92420M (04/11)
making the senior mortgage loan as described on Schedule A ("Senior Indebtedness") to
Borrower in the original principal amount as shown on Schedule A, evidenced by the Amended
and Restated Note dated February 1, 2012 described in Schedule A ("Senior Note"), and
secured by, among other things, the Amended and Restated Multifamily Mortgage, Assignment
of Leases and Rents, Security Agreement and Fixture Filing dated February 1, 2012 as described
in Schedule A (collectively, "Senior Security Instrument"), covering the property described in
Exhibit A attached hereto together with all improvements thereon and personal property used
relative thereof, all as more particularly described in the Senior Security Instrument
("Mortgaged Property");
WHEREAS, the City has established the Tax Increment Financing District No. 1-3
(“Tax Increment District”) which the Mortgaged Property is a part and the City has provided
certain tax increment financing to Borrower in the form of reimbursements to Borrower out of
tax increments derived from the Tax Increment District pursuant to Minnesota laws (the
“Subordinate Tax Increment Financing”), which has been used for certain development costs
in connection with the Project;
WHEREAS, Borrower has requested Senior Lender to permit the existence of a
Subordinate Development Agreement (as defined herein), setting forth the City’s agreement
regarding the Subordinate Tax Increment Financing as consideration for Borrower undertaking
certain improvements;
WHEREAS, Senior Lender, with the approval of the U.S. Department of Housing and
Urban Development (“HUD”), has agreed to permit the existence of the Subordinate Tax Increment
Financing and to allow the Subordinate Development Agreement to encumber the Mortgaged
Property, subject to all of the conditions contained in this Agreement and in accordance with
Program Obligations. “Program Obligations” means (1) all applicable statutes and any
regulations issued by the Secretary pursuant thereto that apply to the Project, including all
amendments to such statutes and regulations, as they become effective, except that changes
subject to notice and comment rulemaking shall become effective only upon completion of the
rulemaking process, and (2) all current requirements in HUD handbooks and guides, notices, and
mortgagee letters that apply to the Project, and all future updates, changes and amendments
thereto, as they become effective, except that changes subject to notice and comment rulemaking
shall become effective only upon completion of the rulemaking process, and provided that such
future updates, changes and amendments shall be applicable to the Project only to the extent that
they interpret, clarify and implement terms in this Agreement rather than add or delete
provisions from such document. Handbooks, guides, notices, and mortgagee letters are available
on HUD's official website: (http://www.hud.gov/offices/adm/hudclips/index.cfm, or a successor
location to that site).
NOW, THEREFORE, in order to induce Senior Lender to permit the existence of the
Subordinate Tax Increment Financing and to allow the Subordinate Development Agreement to
encumber the Mortgaged Property, and in consideration thereof, Senior Lender, Subordinate Lender
and Borrower agree as follows:
1. Definitions.
3
Subordination Agreement HUD-92420M (04/11)
In addition to the terms defined in the Recitals to this Agreement, for purposes of this
Agreement the following terms have the respective meanings set forth below:
(a) "Affiliate" is defined in 24 CFR 200.215, or any successor regulation.
(b) "Bankruptcy Proceeding" means any bankruptcy, reorganization,
insolvency, composition, restructuring, dissolution, liquidation, receivership, assignment
for the benefit of creditors, or custodianship action or proceeding under any federal or
state law with respect to Borrower, any guarantor of any of the Senior Indebtedness, any
of their respective properties, or any of their respective partners, members, officers,
directors, or shareholders.
(c) "Borrower" means all entities identified as "Borrower" in the first paragraph
of this Agreement, together with any successors, heirs, and assigns (jointly and
severally). Borrower shall include any entity taking title to the Mortgaged Property,
whether or not such entity assumes the Senior Note, provided that the term "Borrower"
shall not include Senior Lender in the event that Senior Lender may acquire title to the
Mortgaged Property. Whenever the term “Borrower” is used herein, the same shall be
deemed to include the obligor of the debt secured by the Senior Security Instrument.
(d) "Business Day" means any day other than Saturday, Sunday or any other day
on which Senior Lender or HUD is not open for business.
(e) "Covenant Event of Default" is defined in the Senior Security Instrument.
(f) "[INTENTIONALLY OMITTED]"
(g) "Entity" means an estate, trust, partnership, corporation, limited liability
company, limited liability partnership, governmental department or agency or any other
entity which has the legal capacity to own property.
(h) "[INTENTIONALLY OMITTED]"
(i) "Monetary Event of Default" is defined in the Senior Security Instrument.
(j) "Non-Project Sources" means any funds that are not derived from Project
Sources.
(k) "Project Sources" means the Mortgaged Property (as defined in the Senior
Security Instrument), any proceeds of the Senior loan, and any reserve or deposit made
with Senior Lender or any other party as required by HUD in connection with the Senior
loan.
(l) "Senior Indebtedness" means all present and future indebtedness,
obligations, and liabilities of Borrower to Senior Lender under or in connection with the
Senior Loan or Senior Loan Documents.
(m) "Senior Lender" means the Entity named as such in the first paragraph on
page 1 of this Agreement, its successors and assigns.
(n) "Senior Loan Documents" means the Senior Note, the Senior Security
Instrument, and the Amended and Restated Regulatory Agreement between Borrower
and HUD dated of even date herewith, as such documents may be amended from time to
4
Subordination Agreement HUD-92420M (04/11)
time and all other documents at any time evidencing, securing, guaranteeing, or
otherwise delivered in connection with the Senior Indebtedness.
(o) "[INTENTIONALLY OMITTED]"
(p) "Senior Security Instrument Default" means a "Monetary Event of
Default" or a “Covenant Event of Default” as defined in the Senior Security Instrument.
(q) "Subordinate Indebtedness" means all present and future indebtedness,
obligations, and liabilities of Borrower to Subordinate Lender under or in connection
with the Subordinate Tax Increment Financing or the Subordinate Development
Agreement.
(r) "Subordinate Lender" means the Entity that qualifies under Program
Obligations and named as such in the first paragraph on page 1 of this Agreement.
(s) "Subordinate Development Agreement" means collectively the
Development Agreement dated as of July 18, 2003, filed December 30, 2003 with the
Office of the Registrar of Titles, Ramsey County, Minnesota, as Document No. 1796662,
as amended by Certificate of Completion dated February 10, 2005, filed February 22,
2005 with the Office of the Registrar of Titles, Ramsey County, Minnesota, as Document
No. 1906469.
(t) "Subordinate Tax Increment Financing Enforcement Action " means the
commencement of any suit or other legal, administrative, or arbitration proceeding based
upon the Subordinate Development Agreement, or the taking of any other enforcement
action against Borrower, any other party liable for any of the Subordinate Indebtedness or
obligated under any of the Subordinate Tax Increment Financing Documents, or the
Mortgaged Property.
(u) "Subordinate Default" means any act, failure to act, event, conditions, or
occurrence which allows (but for any contrary provision of this Agreement), or which
with the giving of notice or the passage of time, or both, would allow (but for any
contrary provision of this Agreement), Subordinate Lender to take a Subordinate Tax
Increment Financing Enforcement Action.
(v) “Subordinate Tax Increment Financing Documents” means the Subordinate
Development Agreement, the TIF Note, and any and all amendments and documents
related thereto.
(w) "Surplus Cash" is defined herein to mean the same as that term is defined in
the Amended and Restated Regulatory Agreement between Borrower and HUD.
(x) “TIF Note” means the United States of America, State of Minnesota, County
of Ramsey, City of Falcon Heights, Minnesota, Taxable Tax Increment Revenue Note
(Falcon Heights Town Square Project - Senior TIF Note), dated as of December 29,
2003, in the original principal amount of Seven Hundred Twenty-Eight Thousand and
No/100ths Dollars ($728,000.00) executed and delivered by the City to Borrower.
5
Subordination Agreement HUD-92420M (04/11)
2. Permission for Encumbrance Against Mortgaged Property.
Senior Lender agrees, subject to the provisions of this Agreement, to permit the recorded
Subordinate Development Agreement and other recordable Subordinate Tax Increment Financing
Documents against the Mortgaged Property (which are subordinate in all respects to the lien of the
Senior Security Instrument) that relate to Borrower's obligations under the Subordinate Development
Agreement and all other obligations, indebtedness and liabilities of Borrower to Subordinate Lender
under and in connection with the Subordinate Tax Increment Financing. Such permission is subject
to the condition that each of the representations and warranties made by Borrower and Subordinate
Lender in Section 3 are true and correct on the date of this Agreement. If any of the representations
and warranties made by Borrower and Subordinate Lender in Section 3 are not true and correct on
the date of this Agreement, the provisions of the Senior Loan Documents applicable to unpermitted
liens on the Mortgaged Property shall apply.
3. Borrower's and Subordinate Lender's Representations and Warranties.
Borrower and, with respect to subsections (a) through (d) below, Subordinate Lender each
make the following representations and warranties to Senior Lender:
(a) Subordinate Tax Increment Financing Documents. The Subordinate Tax
Increment Financing is evidenced by the TIF Note and the Subordinate Development
Agreement.
(b) Terms of the Subordinate Tax Increment Financing. The original
principal amount of the TIF Note is $_____________. The unpaid principal and accrued
interest on the TIF Note is $___________________. Interest on the Subordinate Note
accrues at the rate of 5.93% per annum. The final maturity of the Subordinate Note is
December 31, 2031 ("Maturity").
(c) Relationship of Borrower to Subordinate Lender. Subordinate Lender is not
an Affiliate of Borrower.
(d) Intentionally Left Blank.
(e) Intentionally Left Blank.
(f) Senior Loan Documents. The executed Senior Loan Documents are the
same forms as approved by HUD prior to the date of this Agreement. Upon execution and
delivery of the Senior Loan Documents, Borrower shall deliver to Subordinate Lender an
executed copy of each of the Senior Loan Documents, certified to be true, correct and
complete.
4. Intentionally Left Blank.
6
Subordination Agreement HUD-92420M (04/11)
5. Terms of Subordination.
(a) Agreement to Subordinate. Senior Lender and Subordinate Lender agree
that: (i) the Subordinate Development Agreement is and shall be subordinated in right of
payment, to the extent and in the manner provided in this Agreement, to the prior payment in
full of the indebtedness evidenced by the Senior Loan Documents and (ii) the Subordinate
Development Agreement and the other Subordinate Tax Increment Financing Documents,
and any and all liens, security interests and restrictive covenants, if any, included in the
TIF Documents, are and shall be subject and subordinate in all respects to the liens, terms,
covenants and conditions of the Senior Security Instrument and the other Senior Loan
Documents and to all advances heretofore made or which may hereafter be made pursuant to
the Senior Security Instrument and the other Senior Loan Documents (including but not
limited to, all sums advanced for the purposes of (1) protecting or further securing the lien of
the Senior Security Instrument, curing defaults by Borrower under the Senior Loan
Documents or for any other purpose expressly permitted by the Senior Security Instrument,
or (2) constructing, renovating, repairing, furnishing, fixturing or equipping the Mortgaged
Property).
(b) Subordination of Subrogation Rights. Except as otherwise required by
law, Subordinate Lender agrees that if, by reason of its payment of real estate taxes or other
monetary obligations of Borrower, or by reason of its exercise of any other right or remedy
under the Subordinate Tax Increment Financing Documents, it acquires by right of subroga-
tion or otherwise a lien on the Mortgaged Property which (but for this subsection) would be
senior to the lien of the Senior Security Instrument, then, in that event, such lien shall be
subject and subordinate to the lien of the Senior Security Instrument.
(c) Payments Before Senior Security Instrument Default. Until Subordinate
Lender receives a default notice of a Senior Security Instrument Default from Senior Lender,
Subordinate Lender shall be entitled to retain for its own account all payments made under
or pursuant to the Subordinate Tax Increment Financing Documents provided that such
payments are otherwise permitted under the terms of this Agreement.
(d) Payments After Senior Security Instrument Default. Borrower agrees
that, after it receives notice (or otherwise acquires knowledge) of a Senior Security
Instrument Default, it will not make any payments under or pursuant to the Subordinate Tax
Increment Financing Documents (including but not limited to any sums set forth in the
Subordinate Development Agreement) without Senior Lender's prior written consent.
Subordinate Lender agrees that, after it receives a default notice from Senior Lender with
written instructions directing Subordinate Lender not to accept payments from Project
Sources on account of the Subordinate Tax Increment Financing, it will not accept any
payments under or pursuant to the Subordinate Tax Increment Financing Documents
(including but not any sums set forth in the Subordinate Development Agreement) unless
either (i) such payment is being made solely from Non-Project Sources or (ii) such payment
is made with Senior Lender's prior written consent. If Subordinate Lender receives written
notice from Senior Lender that the Senior Security Instrument Default which gave rise to
Subordinate Lender's obligation not to accept payments has been cured, waived, or otherwise
suspended by Senior Lender, the restrictions on payment to Subordinate Lender in this
7
Subordination Agreement HUD-92420M (04/11)
Section 5 shall terminate, and Senior Lender shall have no right to any subsequent payments
made to Subordinate Lender by Borrower prior to Subordinate Lender's receipt of a new
default notice from Senior Lender in accordance with the provisions of this Section 5(d).
Notwithstanding anything to the contrary set forth herein, Borrower shall continue to make
real estate tax payments and payments of special assessments that constitute a lien against
the Mortgaged Property. The Senior Lender acknowledges that the Borrower shall continue
to pay payments, if any, pursuant to sections 4.7, 8.2 and 9.6 of the Subordinate
Development Agreement.
(e) Remitting Subordinate Tax Increment Financing Payments to Senior
Lender. If, after Subordinate Lender receives a default notice from Senior Lender in
accordance with subsection (d) above, Subordinate Lender receives any payments under the
Subordinate Tax Increment Financing Documents (other than payments permitted under
subsection (d) above), Subordinate Lender agrees that such payment or other distribution
will be received and held in trust for Senior Lender and unless Senior Lender otherwise
notifies Subordinate Lender in writing, will be promptly remitted, in kind to Senior Lender,
properly endorsed to Senior Lender, to be applied to the principal of, interest on and other
amounts due under the Senior Loan Documents in accordance with the provisions of the
Senior Loan Documents. By executing this Agreement, Borrower specifically authorizes
Subordinate Lender to endorse and remit any such payments to Senior Lender, and
specifically waives any and all rights to have such payments returned to Borrower or
credited against the Subordinate Tax Increment Financing. Borrower and Senior Lender
acknowledge and agree that payments received by Subordinate Lender, and remitted to
Senior Lender under this Section 5, shall not be applied or otherwise credited against the
Subordinate Tax Increment Financing, nor shall the tender of such payment to Senior Lender
waive any Subordinate Default which may arise from the inability of Subordinate Lender to
retain such payment or apply such payment to the Subordinate Tax Increment Financing.
(f) Agreement Not to Commence Bankruptcy Proceeding. Subordinate
Lender agrees that during the term of this Agreement it will not commence, or join with any
other creditor in commencing any Bankruptcy Proceeding with respect to Borrower, without
Senior Lender's prior written consent.
6. Default Under Subordinate Tax Increment Financing Documents.
(a) Notice of Default and Cure Rights. Subordinate Lender shall deliver to
Senior Lender a default notice within five Business Days in each case where Subordinate
Lender has given a default notice to Borrower. Failure of Subordinate Lender to send a
default notice to Senior Lender shall not prevent the exercise of Subordinate Lender's rights
and remedies under the Subordinate Tax Increment Financing Documents, subject to the
provisions of this Agreement. Senior Lender shall have the opportunity, but not the
obligation, to cure any Subordinate Default within 60 days following the date of such notice;
provided, however that Subordinate Lender shall be entitled, during such 60-day period, to
continue to pursue its rights and remedies under the Subordinate Tax Increment Financing
Documents, subject to the limitations set forth in Section 6(b) below.
(b) Subordinate Lender's Exercise of Remedies After Notice to Senior
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Subordination Agreement HUD-92420M (04/11)
Lender. If a Subordinate Default occurs and is continuing, Subordinate Lender agrees that it
will not commence foreclosure proceedings with respect to the Mortgaged Property under
the Subordinate Tax Increment Financing Documents or exercise any other rights or
remedies it may have under the Subordinate Tax Increment Financing Documents with
respect to the Mortgaged Property, including, but not limited to accelerating the Subordinate
Tax Increment Financing, collecting rents, appointing (or seeking the appointment of) a
receiver or exercising any other rights or remedies thereunder without Senior Lender’s prior
written consent. However, the preceding sentence shall not (i) limit Subordinate Lender’s
right to bring an action seeking recovery solely from Non-Project Sources or (ii) preclude
Subordinate Lender from exercising or enforcing all the rights available to Subordinate
Lender under the Subordinate Tax Increment Financing Documents and/or under applicable
law to enforce covenants and agreements of Borrower relating to income, rent or
affordability restrictions.
7. Default Under Senior Loan Documents.
(a) Notice of Default and Cure Rights. Senior Lender shall deliver to
Subordinate Lender a default notice within five Business Days in each case where Senior
Lender has given a default notice to Borrower (provided that Senior Lender shall have no
liability to Borrower, Subordinate Lender or to any other Entity for failure to timely give
such notice). Failure of Senior Lender to send a default notice to Subordinate Lender shall
not prevent the exercise of Senior Lender’s right and remedies under the Senior Loan
Documents, subject to the provisions of this Agreement. Borrower agrees that Subordinate
Lender shall have the opportunity, but not the obligation, to cure either a Monetary Event of
Default or a Covenant Event of Default within 30 days following the date of such notice, or
any time prior to an assignment of the Senior Security Instrument from Senior Lender to
HUD, whichever date is later. Subordinate Lender acknowledges that Senior Lender shall be
entitled during such period described above to continue to pursue its remedies under the
Senior Loan Documents. Subordinate Lender shall have the opportunity to cure a Covenant
Event of Default during such period described above so long as there is no Monetary Event
of Default under the Senior Loan Documents. All amounts paid by Subordinate Lender to
Senior Lender to cure any default under the Senior Loan Documents shall be deemed to have
been advanced by Subordinate Lender pursuant to the Subordinate Development Agreement.
(b) Cross Default. Subordinate Lender agrees that, notwithstanding any
contrary provision contained in the Subordinate Tax Increment Financing Documents, a
Senior Security Instrument Default shall not constitute a default under the Subordinate Tax
Increment Financing Documents if no other default occurred under the Subordinate Tax
Increment Financing Documents.
8. Conflict.
Borrower, Senior Lender and Subordinate Lender each agrees that, in the event of
any conflict or inconsistency between the terms of the Senior Loan Documents, the
Subordinate Tax Increment Financing Documents and the terms of this Agreement, the terms
of this Agreement shall govern and control solely as to the following: (a) the relative priority
of the security interests of Senior Lender and Subordinate Lender in the Mortgaged Property;
9
Subordination Agreement HUD-92420M (04/11)
and (b) solely as between Senior Lender and Subordinate Lender, the notice requirements,
cure rights, and the other rights and obligations which Senior Lender and Subordinate
Lender have agreed to as expressly provided in this Agreement. Borrower acknowledges
that the terms and provisions of this Agreement shall not, and shall not be deemed to: extend
Borrower's time to cure any Senior Security Instrument Default or Subordinate Default, as
the case may be; give Borrower the right to notice of any Senior Security Instrument Default
or Subordinate Default, as the case may be other than that, if any, provided, respectively
under the Senior Loan Documents or the Subordinate Tax Increment Financing Documents,
as applicable; or create any other right or benefit for Borrower as against Senior Lender or
Subordinate Lender.
9. Rights and Obligations of Subordinate Lender under the Subordinate Tax
Increment Financing Documents and of Senior Lender under the Senior Loan Documents.
Subject to each of the other terms of this Agreement, all of the following provisions
shall supersede any provisions of the Subordinate Tax Increment Financing Documents
covering the same subject matter:
(a) Protection of Security Interest. Subordinate Lender shall not, without the
prior written consent of Senior Lender in each instance, take any action which has the effect
of increasing the indebtedness outstanding under the Subordinate Tax Increment Financing
Documents, except that Subordinate Lender shall have the right to advance funds to cure
Senior Security Instrument Defaults pursuant to Section 7(a) above and advance funds
pursuant to the Subordinate Development Agreement for the purpose of curing defaults by
Borrower under the Subordinate Tax Increment Financing Documents to the extent
permitted thereunder.
(b) Condemnation or Casualty. In the event of: a taking or threatened taking
by condemnation or other exercise of eminent domain of all or a portion of the Mortgaged
Property (collectively, a "Taking"); or the occurrence of a fire or other casualty resulting in
damage to all or a portion of the Mortgaged Property (collectively, a "Casualty"), at any time
or times when the Senior Security Instrument remains a lien on the Mortgaged Property the
following provisions shall apply:
(1) Subordinate Lender hereby agrees that its rights (under the
Subordinate Tax Increment Financing Documents or otherwise) to participate in any
proceeding or action relating to a Taking and/or a Casualty, or to participate or join
in any settlement of, or to adjust, any claims resulting from a Taking or a Casualty
shall be and remain subordinate in all respects to Senior Lender's rights under the
Senior Loan Documents with respect thereto, and Subordinate Lender shall be bound
by any settlement or adjustment of a claim resulting from a Taking or a Casualty
made by or with the written consent of Senior Lender; and
(2) all proceeds received or to be received on account of a Taking or a
Casualty, or both, shall be applied (to payment of the costs and expenses of repair
and restoration and/or to payment of the Senior Security Instrument) in the manner
determined by Senior Lender in its sole discretion; provided, however, that if Senior
10
Subordination Agreement HUD-92420M (04/11)
Lender elects to apply such proceeds to payment of the principal of, interest on and
other amounts payable under the Senior Security Instrument, any proceeds remaining
after the satisfaction in full of the principal of, interest on and other amounts payable
under the Senior Security Instrument shall be paid to, and may be applied by,
Subordinate Lender in accordance with the applicable provisions of the Subordinate
Tax Increment Financing Documents, if any. Any proceeds then remaining after the
satisfaction in full of the principal of, interest on and other amounts payable under
the Subordinate Tax Increment Financing Documents shall be paid by the
Subordinate Lender to Borrower.
(c) No Modification of Subordinate Tax Increment Financing Documents.
Borrower and Subordinate Lender each agrees that, until the principal of, interest on and all
other amounts payable under the Senior Loan Documents have been paid in full, it will not,
without the prior written consent of Senior Lender in each instance, increase any obligations
of Borrower under the Subordinate Tax Increment Financing Documents or otherwise
amend the Subordinate Tax Increment Financing Documents in a manner that creates an
adverse effect upon Senior Lender under the Senior Loan Documents. Any unauthorized
amendment of the Subordinate Tax Increment Financing Documents without Senior Lender's
consent shall be void ab initio and of no effect whatsoever.
10. Modification of Senior Loan Documents; Refinancing of Senior Indebtedness.
Subordinate Lender consents to any agreement or arrangement in which Senior Lender
waives, postpones, extends, reduces or modifies any provisions of the Senior Loan Documents,
including any provision requiring the payment of money. Subordinate Lender further agrees that its
agreement to subordinate hereunder shall extend to any new mortgage debt which is for the purpose
of refinancing all or any part of the Senior Security Indebtedness in accordance with Program
Obligations (including reasonable and necessary costs associated with the closing and/or the
refinancing) ; and that all the terms and covenants of this Agreement shall inure to the benefit of any
holder of any such refinanced debt; and that all references to the Senior Indebtedness, the Senior
Note, the Senior Security Instrument, the Senior Loan Documents and Senior Lender shall mean,
respectively, the indebtedness related to the refinance loan, the refinance note, the security
instrument securing the refinance note, all documents evidencing securing or otherwise pertaining to
the refinance note and the holder of the refinance note.
11. Default by Subordinate Lender or Senior Lender.
If Subordinate Lender or Senior Lender defaults in performing or observing any of the terms,
covenants or conditions to be performed or observed by it under this Agreement, the other, non-
defaulting Lender shall have the right to all available legal and equitable relief.
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Subordination Agreement HUD-92420M (04/11)
12. Notices.
Each notice, request, demand, consent, approval or other communication (hereinafter in this
Section referred to collectively as "notices" and referred to singly as a "notice") which Senior Lender
or Subordinate Lender is required or permitted to give to the other party pursuant to this Agreement
shall be in writing and shall be deemed to have been duly and sufficiently given if: (a) personally
delivered with proof of delivery thereof (any notice so delivered shall be deemed to have been
received at the time so delivered); or (b) sent by Federal Express (or other similar national overnight
courier) designating next Business Day delivery (any notice so delivered shall be deemed to have
been received on the next Business Day following receipt by the courier); or (c) sent by United
States registered or certified mail, return receipt requested, postage prepaid, at a post office regularly
maintained by the United States Postal Service (any notice so sent shall be deemed to have been
received two Business Days after mailing in the United States), addressed to the respective parties as
follows:
SENIOR LENDER: Oak Grove Commercial Mortgage, LLC
2177 Youngman Avenue
St. Paul, MN 55116
Attention: Kevin Sullivan
With a copy to: U.S. Department of Housing and Urban Development
Director - Office of Multifamily Asset Management
Room 6160
451 Seventh Street, S.W.
Washington, DC 20410
SUBORDINATE LENDER: City of Falcon Heights, Minnesota
2077 West Larpenteur Avenue
Falcon Heights, Minnesota 55113
Attention: City Administrator
Either party may, by notice given pursuant to this Section, change the person or persons and/or
address or addresses, or designate an additional person or persons or an additional address or
addresses for its notices, but notice of a change of address shall only be effective upon receipt.
13. Intentionally Left Blank.
14. General.
(a) Assignment/Successors. This Agreement shall be binding upon Borrower,
Senior Lender and Subordinate Lender and shall inure to the benefit of the respective legal
successors and assigns of Senior Lender and Subordinate Lender.
(b) No Partnership or Joint Venture. Senior Lender's permission for the
placement of the Subordinate Tax Increment Financing Documents does not constitute
Senior Lender as a joint venturer or partner of Subordinate Lender. Neither party hereto
12
Subordination Agreement HUD-92420M (04/11)
shall hold itself out as a partner, agent or Affiliate of any other party hereto.
(c) Senior Lender's and Subordinate Lender's Consent. Wherever Senior
Lender's consent or approval is required by any provision of this Agreement, such consent or
approval may be granted or denied by Senior Lender in its sole and absolute discretion,
unless otherwise expressly provided in this Agreement. Wherever Subordinate Lender's
consent or approval is required by any provision of this Agreement, such consent or approval
may be granted or denied by Subordinate Lender in its sole and absolute discretion, unless
otherwise expressly provided in this Agreement.
(d) Further Assurances; UCC Financing Statements. Subordinate Lender,
Senior Lender and Borrower each agree, at Borrower's expense, to execute and deliver all
additional instruments and/or documents reasonably required by any other party to this
Agreement in order to evidence that the Subordinate Tax Increment Financing Documents
are subordinate to the lien, covenants and conditions of the Senior Loan Documents, or to
further evidence the intent of this Agreement. Senior Lender is hereby authorized to file any
and all UCC financing statement amendments required to reflect the priority of the Senior
Indebtedness.
(e) Amendment. This Agreement shall not be amended except by written
instrument signed by all parties hereto.
(f) Governing Law. This Agreement shall be governed by the laws of the
State in which the Mortgaged Property is located, except as, so long as the Senior loan is
insured or held by HUD, and solely as to rights and remedies of HUD, federal
jurisdiction may be appropriate pursuant to any federal requirements. The State courts,
and with respect to HUD’s rights and remedies, federal courts, and governmental
authorities in the State in which the Mortgaged Property is located, shall have exclusive
jurisdiction over all controversies which shall arise under or in relation to the Subordinate
Tax Increment Financing Documents. Borrower irrevocably consents to service,
jurisdiction, and venue of such courts for any such litigation and waives any other
venue to which it might be entitled by virtue of domicile, habitual residence or otherwise.
(g) Severable Provisions. If any provision of this Agreement shall be invalid or
unenforceable to any extent, then the other provisions of this Agreement shall not be affected
thereby and shall be enforced to the greatest extent permitted by law.
(h) Term. The term of this Agreement shall commence on the date hereof and
shall continue until the earliest to occur of the following events: (i) the payment of all of the
principal of, interest on and other amounts payable under the Senior Loan Documents; (ii)
the later of (a) the payment of all of the principal of, interest on and other amounts payable
under the TIF Note and/or (b) the performance by Borrower of all obligations required under
the Subordinate Development Agreement and/or any of the other Subordinate Tax Increment
Financing Documents, including sums due thereunder, other than by reason of payments
which Subordinate Lender is obligated to remit to Senior Lender pursuant to Section 4
hereof; (iii) the acquisition by Senior Lender of title to the Mortgaged Property pursuant to a
foreclosure; or (iv) the acquisition by Subordinate Lender of title to the Mortgaged Property
13
Subordination Agreement HUD-92420M (04/11)
pursuant to any remedy in the Subordinate Tax Increment Financing Documents, but only if
such acquisition of title does not violate any of the terms of this Agreement.
Notwithstanding the foregoing, in the event the Senior Indebtedness is refinanced, the term
of this Agreement shall continue and the Subordinate Indebtedness and Subordinate Tax
Increment Financing Documents shall be subordinate to any such indebtedness related to the
refinance loan as provided in Section 10 above.
(i) Counterparts. This Agreement may be executed in any number of
counterparts, each of which shall be considered an original for all purposes; provided,
however, that all such counterparts shall together constitute one and the same instrument.
[THE REMAINDER OF THIS PAGE SHALL REMAIN BLANK]
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Subordination Agreement HUD-92420M (04/11)
IN WITNESS WHEREOF, the parties hereto have executed this Agreement to be effective
as of the day and year first written above.
SENIOR LENDER:
OAK GROVE COMMERCIAL MORTGAGE,
LLC, a Delaware limited liability company
By: _____________________________________
Name:___________________________________
Title: ____________________________________
STATE OF MINNESOTA
COUNTY OF RAMSEY
This instrument was acknowledged before me this ___ day of February, 2012 by
____________________as ______________________ of OAK GROVE COMMERCIAL
MORTGAGE, LLC, a Delaware limited liability company, on behalf of the limited liability
company.
______________________________
Notary Public
Printed Name: _________________
My Commission Expires:
_____________________
15
Subordination Agreement HUD-92420M (04/11)
SUBORDINATE LENDER:
CITY OF FALCON HEIGHTS, MINNESOTA,
a Minnesota municipal corporation
By:
Name: ______
Its: ____________________________________
Approved as to Form:
______________________
________________
STATE OF MINNESOTA )
)ss.
COUNTY OF ____________)
The foregoing instrument was acknowledged before me this ______ day of February,
2012, by _____________, the ______________, of the CITY OF FALCON HEIGHTS,
MINNESOTA, a Minnesota municipal corporation, on behalf of the municipal corporation.
____________________________________
Notary Public
16
Subordination Agreement HUD-92420M (04/11)
BORROWER:
TOWN SQUARE SENIOR APARTMENTS
LLC, a Minnesota limited liability company
By:
Name:
Its:
STATE OF MINNESOTA
COUNTY OF __________________
This instrument was acknowledged before me this ___ day of February, 2012 by
____________________as ______________________ of TOWN SQUARE SENIOR
APARTMENTS LLC, a Minnesota limited liability company, on behalf of the limited liability
company.
______________________________
Notary Public
Printed Name: _________________
My Commission Expires: ___________________
This instrument was drafted by:
Oppenheimer Wolff & Donnelly LLP (CAE)
45 South Seventh Street, Suite 3300
Minneapolis, MN 55402-1609
1
Subordination Agreement HUD-92420M (04/11)
EXHIBIT A
LEGAL DESCRIPTION
Lot 1, Block 1, Falcon Heights Town Square, Ramsey County, Minnesota.
Together with the benefit of the appurtenant easements for access, parking, sanitary sewer, and
storm sewer purposes created in Article 2 of Declaration of Easements and Covenants dated
December 29, 2003, filed December 30, 2003, as Document No. 1796663.
Torrens Property
Torrens Certificate No. 538232
2918413.01
23880.394
1
Subordination Agreement HUD-92420M (04/11)
SCHEDULE A
SENIOR INDEBTEDNESS
1. Loan from Oak Grove Commercial Mortgage, LLC (“Lender”) to Town Square Senior
Apartments LLC (“Borrower”) in the original principal balance of $5,880,000.00.
2. Amended and Restated Note executed and delivered by Borrower to Lender, dated as of
February 1, 2012, in the original principal amount of $5,880,000.00
3. Amended and Restated Multifamily Mortgage, Assignment of Leases and Rents, Security
Agreement and Fixture Filing, executed and delivered by Borrower to Lender, dated as of
February 1, 2012.
2918316 v03 01/31/2012
REQUEST FOR COUNCIL ACTION
Meeting Date February 8, 2012
Agenda Item Policy G1
Attachment State contract bids
Submitted By Tim Pittman, Director of Public Works
and Parks
Families, Fields and Fair
Item
Description
Public Works Equipment Purchases
Background Two years ago the city council approved the sale of equipment certificates to
purchase public works equipment. The following equipment is scheduled to be
purchased this year, and public works staff has been working with the vendors
approved through the State of Minnesota Cooperative Purchasing Venture (State
Contract).
2012 Ford F-350 1 Ton 4x4 truck $24,954.76
Dump box and accessories $16,072.00
2012 Toolcat 5610 F- Series $40,817.60
Attachments: 72’ mower and 72” brush-cutter $7,690.20
Estimated taxes $6,309.35
Total $95,843.91
The City of Falcon Heights has an equipment replacement plan that was adopted by
council to replace certain pieces of equipment that have met or exceeded its life
expectancy. The equipment being replaced will be auctioned off at Minnesota
Surplus Services as soon as the new equipment is delivered and ready for service.
Budget Impact Money has been allocated in the 2012 Capital Equipment 2010A (424) Fund for these
three items in the amount of $96,000.
Attachment(s) Bids from Midway Ford, Truck Utilities and Tri-State Bobcat.
Action(s)
Requested
Staff recommends that the Falcon Heights City Council approve the purchase of the
above mentioned equipment under the state contract prices to Midway Ford in the
amount of $24,954.76, Tri-State Bobcat in the amount of $48,507.80 and Truck
Utilities in the amount of $16,072.00 for an estimated total after tax of $95,843.91.
Staff further recommends that the city council authorizes disposal of the replaced
equipment through Minnesota Surplus Services.
REQUEST FOR COUNCIL ACTION
Families, Fields and Fair
__________________________
Meeting Date February 8, 2012
Agenda Item Consent F5
Attachment N/A
Submitted By Bart Fischer, City Administrator
The City That Soars!
Item Authorization for the City of Falcon Heights to submit a grant application to the
DNR for a “2010 to 2014 Community Forest Bonding Grant.”
Description
Over the past several years, the City has conducted an aggressive Emerald Ash
Borer (EAB) removal and re-planting program based on the fact that an EAB case
was confirmed within the borders of Falcon Heights at the U of M Campus. The
City Forester has been working with the City and residents on the removal of ash
trees on or within City/Public property and ROW as well as assisting them with
questions/concerns regarding ash trees on private property.
The City has budgeted funds for this program, received a MN Department of
Agriculture grant in the past and is now looking to submit an application for a DNR
grant to help fund this program through 2014.
The amount of funds the City will request from this grant will be $95,000 over a 3
year period. It is the understanding of the City Forester and staff that this, along
with the City’s budgeted matching cash and in-kind services, should provide cover
funds to complete the EAB Removal/Re-Planting Program by 2014.
Budget Impact The city has on an annual basis budgeted dollars for tree removal and re-planting.
These grant funds will continue to allow for the City to leverage these budgeted
dollars toward an aggressive EAB Removal/Re-Planting Program.
Attachment(s) N/A
Action(s)
Requested
Staff recommends that the Falcon Heights City Council authorize the City Forester
and city staff to apply for a MNDNR “2010 to 2014 Community Forest Bonding
Grant” in the amount of $95,000.