HomeMy WebLinkAboutAugust 7 - SpecialCITY OF FALCON HEIGHTS
Special Meeting of the City Council
City Hall
2077 West Larpenteur Avenue
AGENDA
August 7, 2013
6:00 p.m.
A. CALL TO ORDER:
B. ROLL CALL: LINDSTROM ____ HARRIS ____ GOSLINE ____
LONG ____ MERCER-TAYLOR ____
Staff: FISCHER ____
C. PRESENTATIONS:
D. APPROVAL OF MINUTES: July 24, 2013
E. PUBLIC HEARINGS:
F. CONSENT AGENDA:
1. General Disbursements through 7/31/2013: $75,045.92
Payroll through 7/31/2013: $21,634.60
2. Approval of City Licenses
3. Adoption of a Governmental Bonds Post-Issuance Compliance Policies and
Procedures
4. 2013 Public Works Equipment Purchases/Replacement
G: POLICY ITEMS:
H. INFORMATION/ANNOUNCEMENTS:
I. COMMUNITY FORUM:
J. ADJOURNMENT:
CITY OF FALCON HEIGHTS
Regular Meeting of the City Council
City Hall
2077 West Larpenteur Avenue
MINUTES
July 24, 2013
A. CALL TO ORDER: 7:00PM
B. ROLL CALL: LINDSTROM _X_ HARRIS _X_ GOSLINE _X_
LONG _X_ MERCER-TAYLOR _X_
STAFF PRESENT: FISCHER _X_ TESSER _X_
C. PRESENTATIONS:
D. APPROVAL OF MINUTES: July 10, 2013 APPROVED
E. PUBLIC HEARINGS:
F. CONSENT AGENDA: Chuck Long Moved, APPROVED 5-0
1. General Disbursements through 7/18/2013: $
436,910.84
Payroll through 7/12/2013: $20,832.53
2. Approval of City Licenses
3. Declaration of Bond Reimbursement
4. Acceptance of University of Minnesota Grant Award
5. Acceptance of Scholarship Funds from Commonwealth Terrace Cooperative (CTC)
G: POLICY ITEMS:
1. Massage License Application
-Assistant to the City Administrator Michelle Tesser presented the staff report on the
agenda item. Council Members discussed the item and asked questions which were
addressed by City Staff.
-Danielle Crawford, 654 Fuller St, St. Paul; spoke in support of the applicant and
how she is trying to better herself.
-Cherilyn Arndt, the applicant; explained her situation.
-Marjorie Arndt, mother of the applicant; spoke in support of the applicant.
-Russell Barnes, son of applicant; spoke in support of the applicant.
-Ken Jelland, 2010 104th
Ave, Coon Rapids; spoke in favor of the applicant.
Council directed staff to collect and asked the applicant to provide references and
information from the applicant’s school, current employer, and proposed employer.
Council also asked staff to discuss with the City Attorney what the City’s liability is
if a license is issued with a negative background check.
Council Member Long moved to table the issue until the second meeting in August
while additional information is gathered. APPROVED 5-0
2. Chicken Ordinance
-City Administrator Bart Fischer presented the staff report on the proposed
ordinance.
-Council Members discussed the pros and cons of the proposed ordinance.
-Carrie O’Brien, 1916 Prior Ave; spoke against the ordinance and provided a copy of
an article on chicken raising (see attached).
Beth Mercer-Taylor Moved Approval of the Ordinance: APPROVED 3-2
(Lindstrom, Mercer-Taylor, Gosline in favor; Long, Harris against)
3. Acceptance of Bond Bid for the 2013 Street Improvement Project (Addendum)
-Nick Anhut provided a report on the bond bid for the 2013 Street Improvement
Project, which was favorable to the City. Nick also answered questions from Council
Members and provided the attached information.
Chuck Long Moved, APROVED 5-0
H. INFORMATION/ANNOUNCEMENTS:
Council Member Chuck Long
-Upcoming Ice Cream Social, 7/25/13 from 6-8 pm at Community Park
-Human Rights Commission will be hosting a community forum on immigration with
One Voice Minnesota on 8/19/13 from 7-9 pm at City Hall. Please RSVP to Michelle
Tesser
Mayor Peter Lindstrom
-Provided an update on his attendance at the League of Minnesota Cities committee
relating to fiscal futures of cities
-Announced a press conference for the group Mayors Against Illegal Guns on 7/21/13
at 10AM at the U.S. Federal Courthouse
City Administrator Bart Fischer
-Announced the upcoming Night to Unite on 8/6/13
-Announced the return of the Picnic Operetta in Community Park 8/11/13 at 4 pm
Assistant to the City Administrator Michelle Tesser
-Provided an update on park & rec programs
-Announced the upcoming newsletter coming out in the fall
I. COMMUNITY FORUM:
J. ADJOURNMENT: 8:51PM
REQUEST FOR COUNCIL ACTION
Families, Fields and Fair
__________________________
The City That Soars!
Item General Disbursements and Payroll
Description
General Disbursements through 7/31/2013: $75,045.92
Payroll through 7/31/2013: $21,634.60
Budget Impact
Attachment(s) General Disbursements and Payroll
Action(s)
Requested
Staff recommends that the Falcon Heights City Council approve general
disbursements and payroll.
Meeting Date August 7, 2013-Special Meeting
Agenda Item Consent F1
Attachment General Disbursements and Payroll
Submitted By Roland Olson, Finance Director
REQUEST FOR COUNCIL ACTION
Families, Fields and Fair
__________________________
The City That Soars!
Item Approval of City Licenses
Description
The following individuals have applied for a General Contractor’s License for
2013. Staff has received the necessary documents for licensure.
1. Ray Anderson & Sons Co., Inc
Budget Impact N/A
Attachment(s) N/A
Action(s)
Requested
Staff recommends that the Falcon Heights City Council approve the 2013 City
License Applications.
Meeting Date August 7, 2013-Special Meeting
Agenda Item Consent F2
Attachment N/A
Submitted By Michelle Tesser, Assistant to the City
Administrator
REQUEST FOR COUNCIL ACTION
Families, Fields and Fair
__________________________
The City That Soars!
Item Adoption of a Governmental Bonds Post-Issuance Compliance Policies and
Procedures
Description
It was brought to Staff’s attention by the City’s Financial Consultants Ehlers and
Bond Counsel Briggs & Morgan, that the City Council should pass, in advance of
the upcoming closing on the 2013 Street Project Bonds (mid-August), a policy
relating to post issuance compliance as strongly suggested by the IRS.
Most of the policy requirements are being/will be done by the City already through
the annual audit process and basic record keeping procedures. The policy puts
these practices into a more formal process and shows the IRS the City is compliant
with them.
The City’s Financial Consultant, Bond Counsel and Staff recommend adoption of
the Governmental Bonds Post-Issuance Compliance Policies and Procedures.
Budget Impact N/A
Attachment(s) Governmental Bonds Post-Issuance Compliance Policies and Procedures
Action(s)
Requested
Staff recommends that the Falcon Heights City Council adopt the Governmental
Bonds Post-Issuance Compliance Procedures and authorize the City Administrator
to sign the policy and implement the procedures.
Meeting Date August 7, 2013-Special Meeting
Agenda Item Consent F3
Attachment Governmental Bonds Post-Issuance
Compliance Policies and Procedures
Submitted By Bart Fischer, City Administrator
5574199v1
CITY OF FALCON HEIGHTS, MINNESOTA
GOVERNMENTAL BONDS
POST-ISSUANCE COMPLIANCE
POLICIES AND PROCEDURES
The following policies and procedures were adopted by the City Council of the City of
Falcon Heights, Minnesota (the "City") as of the date indicated below with respect to the
governmental bonds of the City, to require, and further ensure, the ongoing compliance of
governmental bonds issued by the City with the Internal Revenue Code of 1986, as amended (the
"Code"), and the Treasury Regulations promulgated thereunder (the "Regulations"), including
the record retention requirements of Code Section 6001 and Section 1.6001(a) of the Treasury
Regulations. Such policy and procedures were adopted after consultation with Briggs and
Morgan, P.A., the bond counsel ("Bond Counsel"), and Ehlers, the financial advisors, to the City
and are internal operating procedures to be used by the City's management in connection with the
issuance and sale of all issues of governmental bonds.
The City Council of the City has the overall, final responsibility for monitoring whether
the City is in compliance with post-issuance federal tax requirements for the City's governmental
bonds. However, the City Council assigns to the Administrator of the City the primary operating
responsibility to monitor the City's compliance with post-issuance federal tax requirements for
the City's governmental bonds. The Administrator may further assign post-issuance compliance
responsibilities to other staff of the City, Bond Counsel, the paying agent for the bonds, and a
rebate analyst. The Administrator shall provide training and educational resources to City staff
who are responsible for ensuring compliance with any portion of these policies and procedures.
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1. Appropriate Application of Proceeds.
(a) The Administrator shall ensure the timely expenditure of the proceeds of
governmental bonds by monitoring the application of all bond proceeds in
accordance with the source of funds used and in accordance with the
documents related to the issuance of the governmental bonds, including
the reimbursement of pre-issuance expenses.
(b) The Administrator shall ensure the correct calculation and application of
bond proceeds pursuant to the Code by:
(i) confirming that any closing and/or allocation memorandum for the
issuance of the bonds is accurate in the deposits directed
thereunder, including ensuring that bond proceeds are used only
for public purposes; and
(ii) through the draw request process, identifying requested
expenditures that are not eligible expenditures.
(c) The Administrator shall monitor the use of all bond-financed facilities in
order to:
(i) determine whether private business uses of bond-financed facilities
have exceeded de minimus limits set forth in Section 141(b) of the
Code, and
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(ii) determine whether private security or payments have exceeded the
de minimus limits set forth in Section 141(b) of the Code.
2. Arbitrage Yield Restriction and Rebate Requirements.
The Administrator shall monitor and calculate arbitrage, and shall coordinate and
maintain, or cause to be maintained, records of:
(a) Computations of the yield on the bonds by the City's financial advisor, and
purchases and sales of investments made with bond proceeds (including
amounts treated as "gross proceeds" of bonds under section 148 of the
Code) and receipts of earnings in those investments;
(b) Expenditures made with bond proceeds (including investment earnings on
bond proceeds) for the governmental purposes of the bonds;
(c) Calculations that will be sufficient to demonstrate to the Internal Revenue
Service ("IRS") upon an audit of a bond issue that, where applicable, the
City has complied with any available exception to the arbitrage rebate
requirement in respect of that bond issue;
(d) Calculations that will be sufficient to demonstrate to the IRS upon an audit
of a bond issue for which no exception to the arbitrage rebate requirement
was applicable, that the rebate amount, if any, was payable to the United
States of America in respect of investments made with gross proceeds of
that bond issue, was calculated and timely paid with Form 8038-T timely
filed with the IRS; and
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(e) Information and records showing that investments held in yield-restricted
advance refunding or defeasance escrows for bonds, and investments
made with unspent bond proceeds after the expiration of the applicable
temporary period, were not invested in higher yielding investments.
The Administrator shall also:
(a) Ensure that any third-party entity tasked with investment responsibility for
governmental bonds is provided with a copy of the tax compliance or
arbitrage certificate for each bond issue and is advised as to all investment
restrictions with respect to the proceeds of and funds related to any
governmental bonds issued by the City;
(b) Cause any funds subject to yield restriction to be segregated;
(c) If necessary, hire an independent contractor annually or every five years,
as the case may be and as required by any arbitrage certificate, to perform
all arbitrage and rebate calculations and to review the City's investment
process to ensure that it is in compliance; and
(d) If necessary, consult with Bond Counsel prior to engaging in post-issuance
credit enhancement transactions.
3. Record Retention Requirements.
It is the policy of the City that, unless otherwise permitted by future IRS regulations or
other guidance, written records (which may be in electronic form) will be maintained with
respect to each bond issue for as long as those bonds remain outstanding, plus three years. For
5574199v1
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this purpose, the bonds include refunding bonds that refund the original bonds and thereby
refinance the property that was financed by the original bonds.
In maintaining electronic storage, the Administrator will comply with applicable IRS
requirements, such as those contained in Revenue Procedure 97-22.
The records to be obtained and maintained are to include:
(a) The official transcript of proceedings for the original issuance of the bonds
(including ensuring that all applicable documents are included in such
transcript);
(b) Records showing how the bond proceeds were invested, as described in 2
above;
(c) Records showing how the bond proceeds were spent, as described in 1
above, including, but not limited to, loan documents, construction
contracts, draw requests, invoices, payment of bond issuance costs, and
records of "allocations" of bond proceeds to make reimbursement for
project expenditures made before the bonds were actually issued;
(d) Information, records, and calculations showing that, with respect to each
bond issue, the City was eligible for an exception to the arbitrage rebate
requirement or, if not, that the rebate amount, if any, that was payable to
the United States of America in respect of investments made with gross
proceeds of that bond issue, was calculated and timely paid with Form
8038-T timely filed with the IRS, as described in 2 above;
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(e) Schedules of all bond-financed facilities, including whether such facilities
are land, buildings, or equipment, economic life calculations, and
information regarding depreciation;
(f) Records and agreements related to any trade or business activities by or
with non-governmental entities or persons with respect to any facilities
financed with the proceeds of governmental bonds, including, but not
limited to, management agreements and leases; and
(g) Documentations of all sources of payment or security for the issue.
The basic purpose of the foregoing record retention procedure for the City's
governmental bonds is to enable the City to readily demonstrate to the IRS upon a questionnaire
or an audit of any bond issue that the City has fully complied with all federal tax requirements
that must be satisfied after the issue date of the bonds.
4. Reissuance.
The following policies relate to compliance with rules and regulations regarding the
reissuance of bonds for federal law purposes.
The Administrator will:
(a) Identify and consult with Bond Counsel regarding any post-issuance
change to any terms of an issue of bonds which could potentially be
treated as a reissuance for federal tax purposes; and
(b) Confirm with Bond Counsel whether any "remedial action" in connection
with a "change in use" (as such terms are defined in the Code and
5574199v1
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Treasury Regulations) would be treated as a reissuance for tax purposes
and, if so, confirm the filing of any new Form 8038-G.
5. Direct Pay Bonds.
(a) In addition to the other requirements herein, should the City issue direct
pay bonds pursuant to Sections 54A through 54F of the Code, the
Administrator shall also be responsible for:
(i) determining the amount of interest payable on each interest
payment date and the proper amount of refundable credit reported
on Form 8038-CP;
(A) as appropriate, the Administrator shall compare the interest
payment calculations to any independently-verified report
prepared at closing for the bond issue; and
(B) the Administrator shall approve all disbursements.
(ii) preparing and timely filing all Forms 8038-CP;
(A) timely filing of Form 8038-CP shall be made to insure that
payments are timely made on the interest payment date and
such timely filing is ensured by the use of a third-party
filing agent; and
(B) in the case of bond issues with multiple maturities, a
separate Form 8038-CP shall be filed for each maturity;
5574199v1
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(iii) ensuring all credit payments shall be requested to be made by wire.
The Administrator is familiar with the wire payment procedures
for the City and will ensure that the Form 8038-CP includes the
proper information for payment of the credit to the proper person;
and
(iv) alternatively, hiring a third party (the "Filing Agent") who shall be
responsible for the matters in this Section 5 and any other
responsibilities set forth in a filing agent agreement between the
City and the Filing Agent.
(b) In addition to the records retained pursuant to Section 3, the records to be
obtained and maintained with respect to direct pay bonds are to include:
(i) information, records, and calculations showing that Forms 8038-
CP were properly prepared and timely filed, as described in (a)
above;
(ii) all contracts that are subject to the federal Davis-Bacon prevailing
wage rules; and
(iii) with respect to Qualified Energy Conservation Bonds, such
documents, test results, audits, and reports obtained by the City
that demonstrate that the final project has achieved a reduction in
energy consumption in publicly-owned buildings by at least 20%.
5574199v1
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(c) The Administrator shall ensure that all contracts let for projects financed
with direct pay bonds shall comply with the federal Davis-Bacon
prevailing wage rules.
6. Taxable Governmental Bonds.
Most of the provisions of these policies and procedures are not applicable to
governmental bonds the interest on which is includable in gross income for federal income tax
purposes. However, if an issue of taxable governmental bonds is later refunded with the
proceeds of an issue of tax-exempt governmental refunding bonds, then the uses of the proceeds
of the taxable governmental bonds and the uses of the facilities financed with the proceeds of the
taxable governmental bonds will be relevant to the tax-exempt status of the governmental
refunding bonds. Therefore, if there is any reasonable possibility that an issue of taxable
governmental bonds may be refunded, in whole or in part, with the proceeds of an issue of tax-
exempt governmental bonds then, for purposes of these policies and procedures, the
Administrator shall treat the issue of taxable governmental bonds as if such issue were an issue
of tax-exempt governmental bonds and shall carry out and comply with the requirements of these
policies and procedures with respect to such taxable governmental bonds. The Administrator
shall seek the advice of Bond Counsel as to whether there is any reasonable possibility of issuing
tax-exempt governmental bonds to refund an issue of taxable governmental bonds.
7. Qualified 501(c)(3) Bonds.
If the City issues bonds to finance a facility to be owned by the City but which may be
used, in whole or in substantial part, by a nongovernmental organization that is exempt from
federal income taxation under Section 501(a) of the Code as a result of the application of Section
501(c)(3) of the Code (a "501(c)(3) Organization"), the City may elect to issue the bonds as
5574199v1
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"qualified 501(c)(3) bonds" the interest on which is exempt from federal income taxation under
Sections 103 and 145 of the Code and applicable Treasury Regulations. Although such qualified
501(c)(3) bonds are not governmental bonds, at the election of the Administrator, for purposes of
these policies and procedures, the Administrator may treat such issue of qualified 501(c)(3)
bonds as if such issue were an issue of tax-exempt governmental bonds and shall carry out and
comply with the requirements of these policies and procedures with respect to such qualified
501(c)(3) bonds. Alternatively, in cases where compliance activities are reasonably within the
control of the relevant 501(c)(3) Organization, the Administrator may determine that all or some
portion of the compliance responsibilities described herein shall be assigned to organization.
8. Conduit Bonds.
The provisions of these policies and procedures are primarily intended to be applicable to
governmental bonds. However, the City may from time to time issue qualified 501(c)(3) bonds
or other qualified private activity bonds that are not governmental bonds and loan the proceeds
thereof to a nongovernmental organization that is the obligor on such conduit bonds. Although
such conduit bonds are not governmental bonds, at the election of the Administrator, for
purposes of these policies and procedures, the Administrator may treat such issue of conduit
bonds as if such issue were an issue of tax-exempt governmental bonds and shall carry out and
comply with the requirements of these policies and procedures with respect to such conduit
bonds. Alternatively, in cases where compliance activities are reasonably within the control of
the relevant obligor, the Administrator may determine that all or some portion of the compliance
responsibilities described herein shall be assigned to or required of such obligor.
9. General Requirements.
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(a) Periodically, the Administrator shall consult with Bond Counsel, general
counsel, and financial advisors to the City to determine if any changes to
these procedures are advisable and shall amend these procedures
accordingly.
(b) These procedures may be amended or withdrawn from time to time and
constitute internal management procedures for compliance with certain
provisions of the Code and do not constitute and are not intended to be,
rules of the City.
Adopted this 7th day of August, 2013 on behalf of the City.
CITY OF FALCON HEIGHTS, MINNESOTA
By ____________________________________
Its Administrator, Bart Fischer
REQUEST FOR COUNCIL ACTION
Families, Fields and Fair
Item
Description
Public Works Equipment Purchases
Background Three 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 the Public Works staff has been working with the vendors
approved through the State of Minnesota Cooperative Purchasing Venture ( State
Contract)
Beisswenger’s:
72” Toro 7000 mower $13,039.20
52” Toro 7000 mower $12,239.28
Tax $1,737.90
Total……………………………………….. $27,016.38
Tri State Bobcat:
S550 Bobcat Skid-steer $26,304.30
Fork grappler attachment $3,008.08
Trade-in - $12,500.00
Tax $1155.86
Total………………………………………. $17,968.24
Grand Total……………………………… $44,984.62
Budget Impact Money has been allocated in the 2013 Capital Equipment Budget 2010A (424) Fund
for these pieces of equipment in the amount of $69,000.00. These dollars are from
the 2010 Equipment Certificates.
Meeting Date August 7, 2013-Special Meeting
Agenda Item Consent F4
Attachment Copies of quotes/invoices
Submitted By Tim Pittman, Director of Public Works
and Parks
Attachment(s) Copies of quotes/invoices.
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 Beisswenger’s
Hardware and Equipment and Tri-State Bobcat for the amount of $44,984.62. Staff
further recommends that City Council authorizes disposal of the replaced
equipment through Minnesota Surplus Services.