HomeMy WebLinkAbout7/23/14 AgendaCITY OF FALCON HEIGHTS
Regular Meeting of the City Council
City Hall
2077 West Larpenteur Avenue
AGENDA
July 23, 2014
7:00 p.m.
A. CALL TO ORDER:
B. ROLL CALL: LINDSTROM ____ HARRIS ____ GOSLINE ____
LONG ____ MERCER-TAYLOR ____
STAFF PRESENT: FISCHER ____
C. PRESENTATIONS:
1.
D. APPROVAL OF MINUTES: June 25, 2014
E. PUBLIC HEARINGS:
F. CONSENT AGENDA:
1. General Disbursements through 7/15/2014: $234,364.51
Payroll through 7/15/2014: $43,389.16
2. Approval of City Licenses
3. Authorization of an Escrow Agreement in Connection with Lease Revenue Bonds
(Kaleidoscope Charter School Project) Series 2007A
4. Approval for City Hall Carpet
5. Joint Power Agreement with the St Paul Port Authority for a Property Assessed Clean
Energy Program
6. Professional Services Agreement with WSB & Associates, Inc. for Planning Services
G: POLICY ITEMS:
1. Resolution Accepting Council Member Keith Gosline’s Resignation
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
June 25, 2014
7:00 p.m.
A. CALL TO ORDER: 7:00pm
B. ROLL CALL: LINDSTROM _X_ HARRIS _X_ GOSLINE _X_
LONG _X_ MERCER-TAYLOR _AB_
STAFF PRESENT: FISCHER _X_ TESSER _X_ PITTMAN _X_
C. PRESENTATIONS:
1. Annual MS4 Presentation-Tim Pittman Public Works Director
Public Works Director Tim Pittman provided the annual MS4 presentation and
answered questions from Council.
D. APPROVAL OF MINUTES: June 11, 2014 APPROVED
E. PUBLIC HEARINGS:
F. CONSENT AGENDA: Pam Harris Moved, Approval 4-0
1. General Disbursements through 6/16/2014: $96,070.66
Payroll through 6/15/2014: $17,208.13
2. Approval of City Licenses
3. Appointment of Chelsea Petersen as Community Development Coordinator
G: POLICY ITEMS:
1. Approval of Park Master Plan Consultant Contract with WSB
Chuck Long Moved, Approval 4-0
Assistant to the City Administrator Michelle Tesser presented the agenda item and
answered questions from Council.
2. Approval of the Contract Agreement for Police Services with the City of St. Anthony
Pam Harris Moved, Approval 4-0
City Administrator Bart Fischer presented the staff report and draft contract, and
answered questions from Council. Council members provided positive comments on the
current Police Department service.
3. Appointment of Regular, Part-Time Fire Chief
Chuck Long Moved, Approval 4-0
City Administrator Bart Fischer presented the agenda item and answered questions
from Council. Fischer and Mayor Peter Lindstrom recognized current Chief Clem
Kurhajetz for his excellent service to the Falcon Heights Fire Department.
H. INFORMATION/ANNOUNCEMENTS:
Council Member Keith Gosline
-Provided an update on the recent NYFS board meeting.
Mayor Peter Lindstrom
-Announced that he has been invited to be on a Humphrey School panel to give a
presentation on Falcon Heights’ sustainability efforts.
-Announced that the recent Movie in the Park was a great family event.
Assistant to the City Administrator Michelle Tesser
-Announced the following upcoming events:
-Parents’ Night Out, July 18th and August 8th from 5-9pm
-Ice Cream Social, July 24th from 6-8pm
-August recreation camp registrations are still open
-Night to Unite, August 5th. Block parties may be registered by calling City Hall.
City Administrator Bart Fischer
-Announced that the City of Falcon Heights will be hosting an American Red Cross
Blood Drive at City Hall on July 1st from 9am-3pm.
I. COMMUNITY FORUM:
J. ADJOURNMENT: 7:32pm
REQUEST FOR COUNCIL ACTION
The City That Soars!
Item General Disbursements and Payroll
Description General Disbursements through 7/15/2014: $234,364.51
Payroll through 7/15/2014: $43,389.16
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 July 23, 2014
Agenda Item Consent F1
Attachment General Disbursements and Payroll
Submitted By Roland Olson, Finance Director
Families, Fields and Fair
__________________________
REQUEST FOR COUNCIL ACTION
The City That Soars!
Item Approval of City Licenses
Description
The following individual has applied for a Mechanical License for 2014. Staff has
received the necessary documents for licensure.
1. Ray N. Welter Heating Company
2. Sayler Heating & Air
3. Horwitz NS/I
4. ARI Mechanical Services, Inc.
The following individual has applied for a Tree Trimming/Treating/Removal
License for 2014. Staff has received the necessary documents for licensure.
1. Fran’s Tree Service
Budget Impact
Attachment(s) N/A
Action(s)
Requested
Staff recommends that the Falcon Heights City Council approve the 2014 City
License Applications.
Meeting Date July 23, 2014
Agenda Item Consent F2
Attachment N/A
Submitted By Michelle Tesser, Assistant to the City
Administrator
Families, Fields and Fair
__________________________
REQUEST FOR COUNCIL ACTION
The City That Soars!
Item Approval of a Resolution authorizing the execution of an escrow agreement in
connection with the advance refunding of the City’s lease revenue bonds
(Kaleidoscope Charter School Project) Series 2007A.
Description In 2007, the City issued conduit bond financing to KCS Building
Company/Kaleidoscope Charter School. It is the desire of the School to refinance
these bonds with the City they are currently located in-Otsego. They need
permission from the City of Falcon Heights to move forward with this process.
There are no financial negatives to the City of Falcon Heights in this process.
It is the recommendation of the City’s Bond Counsel as well as staff that the City
Council approve the resolution authorizing the execution of an escrow agreement in
connection with the advance refunding of the City’s lease revenue bonds
(Kaleidoscope Charter School Project) Series 2007A.
Budget Impact N/A
Attachment(s) -Resolution No. 14-13
-Escrow Agreement
Action(s)
Requested
Staff recommends that the City Council approve Resolution No. 14-13, authorizing
the execution of an escrow agreement in connection with the advance refunding of
the City’s lease revenue bonds (Kaleidoscope Charter School Project) Series 2007A
and authorizing the execution of any other related documents by the appropriate
City Officials.
Meeting Date July 23, 2014
Agenda Item Consent F3
Attachment -Resolution No. 14-13
-Escrow Agreement
Submitted By Bart Fischer, City Administrator
Families, Fields and Fair
__________________________
CITY OF FALCON HEIGHTS
COUNCIL RESOLUTION
July 23, 2014
No. 14-13
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RESOLUTION AUTHORIZING THE EXECUTION OF AN ESCROW
AGREEMENT IN CONNECTION WITH THE ADVANCE REFUNDING
OF THE CITY’S LEASE REVENUE BONDS (KALEIDOSCOPE CHARTER
SCHOOL PROJECT) SERIES 2007A
WHEREAS, at the request of KCS Building Company (the “Company”), the City of
Falcon Heights, Minnesota (the “City”) issued its Lease Revenue Bonds (Kaleidoscope Charter
School Project) Series 2007A (the “Series A Bonds”) in an aggregate amount not to exceed
$8,110,000 and lent the proceeds thereof to the Company, in order to finance the acquisition,
renovation, and equipping of an approximately 40,000 square foot public elementary
schoolhouse, to be located at Kalland Avenue west of County Road 19 in the City of Otsego,
Minnesota (“Otsego”) (the “Project”) to be owned by the Company and leased to Kaleidoscope
Charter School, a Minnesota nonprofit corporation and an organization described under Section
501(c)(3) of the Internal Revenue Code of 1986, as amended (the “School”);
WHEREAS, the Company has requested of the City and of Otsego that the Series A
Bonds be advance refunded on November 1, 2015 using proceeds of lease revenue bonds to be
issued by Otsego (the “Otsego Bonds”) and amounts on deposit under the Indenture of Trust
with respect to the Series A Bonds (the “Falcon Heights Indenture”);
WHEREAS, in order to provide for the redemption of the Series A Bonds on November
1, 2015, it is necessary for the City to enter into an Escrow Agreement with the Company and
Wells Fargo Bank, National Association, as escrow agent (the “Escrow Agent”), (the “Escrow
Agreement”) and a form of the Escrow Agreement has been submitted to the City; and.
WHEREAS, upon the issuance of the Otsego Bonds and the deposit of amounts pursuant
to the Escrow Agreement, the Series A Bonds shall be defeased and the Falcon Heights
Indenture shall be discharged by the trustee for the Series A Bonds.
NOW, THEREFORE, the City Council of the City of Falcon Heights, Minnesota
hereby resolves:
1.Consent to Issuance of Otsego Bonds. In accordance with Minnesota Statutes,
Section 469.155, subd. 12, the City hereby consents to the issuance of the Otsego Bonds by
Otsego for the purpose of refunding the Series A Bonds.
2.Approval and Execution of Escrow Agreement. The form of the Escrow
Agreement is approved. The Escrow Agreement shall be executed in the name and on behalf of
the City by the Mayor and the City Administrator, or executed or attested by other officers of the
City, in substantially the form on file, but with all such changes therein, not inconsistent with the
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Act or other law, as may be approved by the officers executing the same, which approval shall be
conclusively evidenced by the execution thereof; and then shall be delivered to the Escrow
Agent. Modifications to the form of the Escrow Agreement to which the City is not a party may
be made at the discretion of the parties thereto.
3.Certificates, etc. The Mayor, City Administrator and other officers of the City are
authorized and directed to prepare and furnish to bond counsel and the Escrow Agent, certified
copies of all proceedings and records of the City relating to the Series A Bonds and the Escrow
Agreement, and such other affidavits and certificates as may be required to show the facts
appearing from the books and records in the officers custody and control or as otherwise known
to them; and all such certified copies, certificates and affidavits, including any heretofore
furnished, shall constitute representations of the City as to the truth of all statements contained
therein.
Adopted by the City Council of the City of Falcon Heights, Minnesota this 23rd
day of July, 2014.
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Moved by: Approved by: ________________________
Peter Lindstrom
Mayor
July 23, 2014
LINDSTROM ____ In Favor Attested by: ________________________
GOSLINE Bart Fischer
HARRIS ____ Against City Administrator
LONG July 23, 2014
MERCER-TAYLOR
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ESCROW AGREEMENT
by and between
CITY OF FALCON HEIGHTS, MINNESOTA
KCS BUILDING COMPANY
and
WELLS FARGO BANK, NATIONAL ASSOCIATION
as Escrow Agent
Dated as of September 1, 2014
Relating to
City of Falcon Heights, Minnesota
Lease Revenue Bonds, Series 2007A
(Kaleidoscope Charter School Project)
This instrument was drafted by:
BRIGGS AND MORGAN (CJC)
2200 IDS Center
80 South Eighth Street
Minneapolis, Minnesota 55402-2157
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THIS ESCROW AGREEMENT, dated as of September 1, 2014, by and between the
CITY OF FALCON HEIGHTS, MINNESOTA, a municipal corporation (the “Issuer”), KCS
BUILDING COMPANY, a Minnesota nonprofit corporation (the “Borrower”), and WELLS
FARGO BANK, NATIONAL ASSOCIATION in its capacity as trustee for the Prior Bonds
(as hereafter defined) (the “Escrow Agent”):
W I T N E S S E T H :
WHEREAS, the Issuer previously issued its Lease Revenue Bonds, Series 2007A
(Kaleidoscope Charter School Project) dated as of November 1, 2007 (the “Prior Bonds”)
pursuant to that certain Indenture of Trust dated as of November 1, 2007 by and between the
Issuer and Wells Fargo Bank, National Association (the “Original Indenture”).
WHEREAS, the Borrower has requested that the City of Otsego, Minnesota issue its
Charter School Lease Revenue Bonds (Kaleidoscope Charter School Project) Series 2014A (the
“Refunding Bonds”) for the purpose of, among other things, refunding in advance of their
maturities the outstanding Prior Bonds as hereinafter provided.
WHEREAS, the Refunding Bonds are to be issued pursuant to that certain Indenture of
Trust dated as of September 1, 2014 (the “Indenture”).
WHEREAS, $__________ proceeds from the sale of the Refunding Bonds, and
$__________ from the sinking funds held under the Original Indenture and $__________ held in
the reserve fund under the Original Indenture are on hand or are being remitted to the Escrow
Agent and are being used to establish a cash balance of $_______ and the remainder will be used
to purchase certain Escrow Securities, as specified in this Escrow Agreement, which Escrow
Securities will be held by the Escrow Agent and be set apart and irrevocably segregated in a
special trust fund to provide for the discharge of the Prior Bonds as provided in this Escrow
Agreement.
NOW THEREFORE, in consideration of the foregoing and of the mutual covenants set
forth in this Escrow Agreement, the parties hereto agree as follows:
Section 1. The Prior Bonds shall be called for optional redemption on November 1,
2015, and paid and redeemed at a redemption price of 100% of their principal amount. Escrow
Agent agrees to pay the principal and interest on the Prior Bonds due on or before November 1,
2015. The Escrow Agent shall give proper notice of such redemption as provided in Article III
of the Original Indenture and in the Notice of Redemption attached hereto as Exhibit A.
Section 2. (a) There is hereby created and established with the Escrow Agent a
special, segregated and irrevocable account designated the Escrow Fund to be held in trust by the
Escrow Agent.
(b) The Escrow Fund shall be invested in certain federal securities as described in
Exhibit B hereto (in the aggregate the “Escrow Securities”), provided that such term may include
any other securities acquired under section 12 of this Escrow Agreement. The Escrow
Securities, together with the interest to be earned thereon and a beginning cash balance of
$_____ shall be used to refund the Prior Bonds by the payment of the principal of, premium on,
and interest on the Prior Bonds due on or before November 1, 2015.
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(c) The Issuer and the Escrow Agent acknowledge receipt of a report, attached hereto
as Exhibit C, of _______________, an independent accountant (the “Accountant”), to the effect
that the uninvested amounts in the Escrow Fund and the Escrow Securities, together with the
interest to be earned thereon, will be sufficient to refund the Prior Bonds by the payment of the
principal of, premium on, and interest on the Prior Bonds when due (by reason of maturity or
early redemption on or before November 1, 2015).
Section 3. The deposits made pursuant to section 2 hereof constitute an irrevocable
deposit held in trust for the benefit of the holders of the Prior Bonds, and the uninvested amounts
in the Escrow Fund and the Escrow Securities, together with any income or interest earned
thereon, shall be held in trust and shall be applied solely for the Prior Bonds in accordance with
the provisions hereof and the Indenture.
Section 4. Except as set forth in this Escrow Agreement, the Escrow Agent shall
have no other power or duty to invest any moneys held pursuant to this Escrow Agreement or to
make substitutions of the Escrow Securities held pursuant to this Escrow Agreement or to sell,
transfer or otherwise dispose of the Escrow Securities acquired pursuant to this Escrow
Agreement except to collect the proceeds thereof at maturity and the interest thereon.
Section 5. The Escrow Agent hereby acknowledges that all other action has been
taken that is necessary to deem the Outstanding Prior Bonds paid within the meaning of the
Indenture.
Section 6. (a) The Escrow Agent shall collect the matured principal of and the
interest on the Escrow Securities as the same become due and payable. Without further direction
from anyone, including the Issuer or the Borrower, the Escrow Agent shall apply available funds
from the Escrow Fund for the payment of the principal of, premium on, and interest due on the
Prior Bonds on or before November 1, 2015.
(b) If any Prior Bond shall not be presented for payment when the principal thereof
shall have become due, whether at maturity or upon redemption, and if moneys or Escrow
Securities shall at such times be held by the Escrow Agent in trust for that purpose sufficient and
available to pay the principal of and any premium on such Prior Bond (whether at maturity or
upon redemption), it shall be the duty of the Escrow Agent to hold said moneys or Escrow
Securities without liability to the holder of such Prior Bond for interest thereon subsequent to
such date, in trust for the benefit of the holder of such Prior Bond, who shall thereafter be
restricted exclusively to said moneys or Escrow Securities for any claim of whatever nature on
the holder’s part on or with respect to said Prior Bond, including any claim for the payment
thereof. All moneys or Escrow Securities required by the provisions hereof to be set aside or
held in trust for the payment of the Prior Bonds and interest and premiums shall be applied to
and used solely for the payment of the Prior Bonds and interest and any premium thereon with
respect to which such moneys and Escrow Securities have been so set aside in trust.
Section 7. The escrow created hereby shall be unconditional and irrevocable and the
holders of the Prior Bonds shall have an express lien on all monies and Escrow Securities in the
Escrow Fund until paid out, used and applied in accordance with this Escrow Agreement. This
Escrow Agreement may, however, be amended for the purpose of:
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(i) curing any ambiguity or formal defect or omission in this Escrow
Agreement;
(ii) granting to, or conferring upon, the Escrow Agent for the benefit of the
holder or holders of the Prior Bonds any additional rights, remedies, powers or Issuer that
may lawfully be granted to, or conferred upon, such holder or holders;
(iii) providing additional funds, securities or properties under this Escrow
Agreement; or
(iv) (but only with the consent of the holders of all Prior Bonds) effecting any
other modification of or supplement to this Escrow Agreement;
upon submission to the Escrow Agent of each of the following:
(a) a certified copy of proceedings of the Issuer approving and authorizing the
amendment;
(b) an opinion of Bond Counsel to the effect that the amendment (i) will not cause the
interest on the Prior Bonds or the Refunding Bonds to become includable in the gross income of
the owners thereof for federal income tax purposes; (b) will not violate the covenants in the
Indenture relating to the Refunding Bonds not to cause the Prior Bonds or the Refunding Bonds,
respectively, to become “arbitrage bonds” under Section 148 of the Internal Revenue Code of
1986, as amended (the “Code”), and Treasury Regulations thereunder, or prohibited advance
refunding bonds under Section 149(d) of the Code and the Treasury Regulations thereunder; and
(iii) will not materially adversely affect the legal rights of the holders of the Prior Bonds; and
(c) if the amendment affects the Escrow Fund, an opinion of a firm of independent
certified public accountants or a firm that is an independent financial accountant acceptable to
the Escrow Agent to the effect that after the amendment the Escrow Securities and the funds
available or to be available for payment of the Prior Bonds remain sufficient to pay when due on
the principal and interest on the Prior Bonds.
Section 8. Separate and apart from any funds held by the Escrow Agent pursuant to
this Escrow Agreement, the Borrower hereby agrees to pay the reasonable fees and expenses
(including reasonable attorneys’ fees) of the Escrow Agent for its services hereunder. The
Escrow Agent shall have no lien whatsoever upon, and hereby unconditionally and expressly
waives any such lien or any claim against any of the monies or Escrow Securities in the Escrow
Fund for the payment of said fees and expenses.
Section 9. Except as provided herein, no reinvestment of any sums held by the
Escrow Agent shall be permitted and any such amounts not needed to pay, when due, the
principal of or interest due on the Prior Bonds on or before November 1, 2015, shall be held as
cash by the Escrow Agent in the Escrow Fund.
Section 10. On or before January 1 of each year, commencing January 1, 2015, the
Escrow Agent shall submit to the Borrower a report covering all money it shall have received
and all payments it shall have made or caused to be made pursuant to this Escrow Agreement
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during the preceding twelve months. Such report shall also list all obligations held in the Escrow
Fund and the amount of money contained therein as of the date of the report.
Section 11. It is recognized that neither the Issuer nor the Borrower have title to, nor
any other proprietary interest in, the Escrow Securities and moneys held in the Escrow Fund. It
is further recognized that title to the Escrow Securities and moneys held in the Escrow Fund
from time to time shall always be subject to the prior charge and lien thereon of this Escrow
Agreement and the use thereof required to be made by the provisions of this Escrow Agreement.
The Escrow Agent shall hold all such money and obligations in a special trust account separate
and apart from all other funds and securities of the Escrow Agent as provided in this Escrow
Agreement, and shall never commingle such money or securities with any other money or
securities. For purposes of the foregoing sentence, it shall be sufficient, as to funds and
securities held at the Chicago Federal Reserve Bank, for the Escrow Agent to earmark the same
and segregate them on its books and records. It is understood and agreed that the responsibility
of the Escrow Agent under this Escrow Agreement, with respect to such funds held in the
Escrow Fund, is limited to the safekeeping and segregation of the money and securities deposited
in the Escrow Fund, the collection of and accounting for the principal and interest payable with
respect thereto, the application of money in the Escrow Fund as herein provided and Investment
Action under Section 12 hereof.
Section 12. The Escrow Agent, shall liquidate and/or reinvest proceeds of Escrow
Securities in direct non-callable United States obligations or non-callable obligations
unconditionally guaranteed by the United States government (collectively, “Investment Action”),
upon receipt by the Escrow Agent of each of the following:
(i) an opinion of Bond Counsel to the effect that the Investment Action (A)
will not cause the interest on the Refunding Bonds or the Prior Bonds to become
includable in the gross income of the owners thereof for Federal income tax purposes; (B)
will not violate the covenants in the Indenture relating to the Refunding Bonds not to
cause the Prior Bonds or the Refunding Bonds, respectively, to become “arbitrage bonds”
under Section 148 of the Code, and Treasury Regulations thereunder, or prohibited
advance refunding bonds under Section 149(d) of the Code and the Treasury Regulations
thereunder; and (C) will not materially adversely affect the legal rights of the holders of
the Prior Bonds; and
(ii) an opinion of a firm of independent certified public accountants acceptable
to the Escrow Agent to the effect that after the Investment Action the Escrow Securities
and the funds available or to be available for payment of the Prior Bonds and interest
thereon will remain sufficient to pay when due or called for redemption, as the case may
be, all principal of and interest on the Prior Bonds;
provided that no such opinions shall be required with respect to the reinvestment of receipts from
Escrow Securities so long as the new investments mature on or before the next succeeding
interest payment date on the Prior Bonds.
Section 13. The Escrow Agent shall not be responsible for any recital in this Escrow
Agreement other than recitals as to the Escrow Agent. As to the existence or nonexistence of
any fact or as to the sufficiency or validity of any instrument, paper or proceeding, the Escrow
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Agent shall be entitled to rely upon a certificate signed on behalf of the Borrower or Issuer by
officers thereof as sufficient evidence of the facts therein contained.
The duties and obligations of the Escrow Agent shall be determined solely by the express
provisions of this Escrow Agreement and the Escrow Agent shall not be liable except for
negligence on its part in the performance of such duties and obligations as are specifically set
forth herein and therein, and no implied covenants or obligations shall be read into this Escrow
Agreement against the Escrow Agent.
Section 14. This Escrow Agreement shall terminate when all payments required under
this Escrow Agreement to be made to the holders of the Prior Bonds have been made in
accordance with the provisions of this Escrow Agreement and the Indenture. Any monies held in
the Escrow Fund upon termination hereof shall (after deduction for any fees and expenses then
owed to the Escrow Agent for its services under the provisions hereof) be transmitted by the
Escrow Agent to the Borrower.
Section 15. This Escrow Agreement may be executed in several counterparts, all or
any of which shall be regarded for all purposes as one original and shall constitute and be but one
and the same instrument. This Escrow Agreement shall be governed by the laws of the State of
Minnesota.
Section 16. The Issuer acknowledges that regulations of the Comptroller of the
Currency grant the Issuer the right to receive brokerage confirmations of the security transactions
as they occur. The Issuer specifically waives such notification to the extent permitted by law and
will receive periodic cash transaction statements that will detail all investment transactions.
Section 17. This Escrow Agreement shall be binding upon and shall inure to the
benefit of the Issuer, the Escrow Agent and their respective successors and assigns. In addition,
this Escrow Agreement shall constitute a third party beneficiary contract for the benefit of the
holders of the Prior Bonds. Such third party beneficiaries shall be entitled to enforce
performance and observance by the Issuer and the Escrow Agent of the respective agreements
and covenants contained in this Escrow Agreement as fully and completely as if such third party
beneficiaries were parties hereto. Any corporation into which the Escrow Agent may be merged
or with which it may be consolidated or any corporation resulting from any merger or
consolidation to which it shall be a party or any corporation to which it may sell or transfer all or
substantially all of its corporate trust business shall be a successor escrow agent without the
execution of any document or the performance of any further act.
Except as provided above in Section 7, all of the rights, powers, duties and obligations of
the Escrow Agent hereunder shall not be subject to amendment by the Escrow Agent and shall be
binding on any successor to the Escrow Agent during the term of this Agreement.
Except as provided above in Section 7, all of the rights, powers, duties and obligations of
the Issuer under this Escrow Agreement shall not be subject to amendment by the Issuer or the
Borrower and shall be binding on any successor to the Issuer or the Borrower during the term of
this Agreement.
All capitalized terms used but not defined in this Escrow Agreement shall have the
meaning given them in the Indenture.
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IN WITNESS WHEREOF, the parties hereto have each caused this Escrow Agreement to
be executed by their duly authorized officers as of the date first above written.
CITY OF FALCON HEIGHTS, MINNESOTA
By ____________________________________
Its Mayor
By ____________________________________
Its Administrator
This is a signature page to the Escrow Agreement by and between Wells Fargo Bank, National
Association, the City of Falcon Heights, Minnesota, and KCS Building Company.
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WELLS FARGO BANK, NATIONAL
ASSOCIATION
By ____________________________________
Its ____________________________________
This is a signature page to the Escrow Agreement by and between Wells Fargo Bank, National
Association, the City of Falcon Heights, Minnesota, and KCS Building Company.
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KCS BUILDING COMPANY
By ____________________________________
Its ______________________________
This is a signature page to the Escrow Agreement by and between Wells Fargo Bank, National
Association, the City of Falcon Heights, Minnesota, and KCS Building Company.
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EXHIBIT A
NOTICE OF REDEMPTION AND PREPAYMENT
TO THE HOLDERS OF
City of Falcon Heights, Minnesota
Lease Revenue Bonds, Series 2007A
(Kaleidoscope Charter School Project)
NOTICE IS HEREBY GIVEN, pursuant to the provisions of the Indenture of Trust dated as of
November 1, 2007, by and between the City of Falcon Heights, Minnesota and Wells Fargo
Bank, National Association, that the principal amount of all of the above-referenced bonds
maturing 2016 and thereafter, in the aggregate principal amount of $7,755,000 (the “Bonds”)
will be prepaid and redeemed on November 1, 2015 (the “Redemption Date”) at a price of 100%
of the principal amount (the “Redemption Price”) together with interest accrued to the
Redemption Date.
Payment of the Redemption Price on the Bonds will become due and payable on each of the
Bonds on the Redemption Date upon presentation and surrender to Wells Fargo Bank, National
Association (the “Paying Agent”) at the following addresses:
If By Hand: If By Mail:
It is suggested that the Bonds be mailed using registered insured mail since the method of
delivery to the Trustee is at the option and risk of the holder of the Bonds. If payment of the
Redemption Price is to be made to the registered owner of the Bond, you are not required to
endorse the Bond to collect the Redemption Price. Interest on the principal amount of Bonds to
be redeemed shall cease to accrue from and after the Redemption Date.
By WELLS FARGO BANK, NATIONAL
ASSOCIATION,
Trustee
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EXHIBIT B
ESCROW SECURITIES
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EXHIBIT C
Accountant’s Report
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C-1
REQUEST FOR COUNCIL ACTION
The City That Soars!
Item Approval for City Hall Carpet
Description Over the years, the carpet in City Hall has begun to show wear and stains. The
carpet has been professionally cleaned a number of times to no avail. It is the
recommendation of staff to replace the carpet in City Hall for the J.O. Thompson
estimate of $14,884.05.
Budget Impact This project will be funded from Fund 403-Parks/Recreation/Public Facilities
Capital Improvements
Attachment(s) 2 Contractor Estimates
Action(s)
Requested
Staff recommends the City Council approve the estimate from J.O. Thompson, Inc.
for the replacement of the carpet in City Hall and authorize the Mayor and/or City
Staff to execute all documents related to the project.
Meeting Date July 23, 2014
Agenda Item Consent F4
Attachment 2 Contractor Estimates
Submitted By Bart Fischer, City Administrator
Families, Fields and Fair
__________________________
REQUEST FOR COUNCIL ACTION
The City That Soars!
Item Approval of a Joint Power Agreement (JPA) with the St Paul Port Authority (SPPA)
for the administration and implementation of a Property Assessed Clean Energy
(PACE) Program.
Description
At the April City Council Workshop, Jeremy Kallin presented information on the St.
Paul Port Authority’s (SPPA) Property Assessed Clean Energy Program (PACE) and
how the City could partner with the SPPA for implementation of the program in
Falcon Heights. In addition, the Council discussed moving forward with a JPA with
the SPPA at the May 7th Workshop and directed staff to bring this forward at a
future meeting.
Attached is a Draft JPA with the SPPA for implementation and administration of a
PACE program in the City of Falcon Heights. The City Attorney has reviewed the
document as well.
It is staff’s recommendation that the City Council adopt the attached Resolution No.
14-14 approving the Draft JPA with the SPPA for implementation and
administration of a PACE program in Falcon Heights.
Budget Impact N/A-The SPPA will run this program on behalf of the City.
Attachment(s) -Draft-PACE Joint Power Agreement-Falcon Heights & St Paul Port Authority
-Resolution No. 14-14
Action(s)
Requested
Staff recommends that the City Council adopt the attached Resolution No. 14-14
approving a Draft-Joint Powers Agreement with the St Paul Port Authority for
implementation and administration of a PACE program in Falcon Heights and
authorize the execution of any related documents by the appropriate City Officials.
Meeting Date July 23, 2014
Agenda Item Consent F5
Attachment -Draft-PACE Joint Power Agreement-
Falcon Heights & St Paul Port Authority
-Resolution No. 14-14
Submitted By Bart Fischer, City Administrator
Families, Fields and Fair
__________________________
Port Authority of the City of Saint Paul
Property Assessed Clean Energy Program
(PACE OF MN)
JOINT POWERS AGREEMENT
Saint Paul Port Authority
850 Lawson Commons
380 St. Peter Street
Saint Paul, MN 55102
(651) 224-5686
(651) 223-5198 (fax)
www.sppa.com
REV 10/21/2013
9840817v6
JOINT POWERS AGREEMENT
This Agreement, made and entered into as of the 18th day of June, 2014, by and between
the Port Authority of the City of Saint Paul (the “Port Authority”), a body corporate and politic,
and the City of Falcon Heights, Minnesota, a municipal corporation (the “City”), provides as
follows:
WHEREAS, the Port Authority has been engaged in governmental programs for
providing financing in the City of Saint Paul and in other areas of the State of Minnesota (the
“State”) by making loans evidenced by various financing leases and loan agreements, and in the
process of operating these programs the Port Authority has developed a high degree of financial
expertise and strength; and
WHEREAS, Minnesota Statutes, Sections 216C.435 and 216C.436 and Chapter 429 (the
“Act”) authorize the City to provide for the financing of the acquisition and construction or
installation of energy efficiency and conservation improvements (the “Improvements”) on
properties located within the boundaries of the City through the use of special assessments; and
WHEREAS, the Act authorizes the City to designate a local government unit other than
the City to implement the program under the Act on behalf of the City; and
WHEREAS, the City has identified one or more projects within the boundaries of the
City that will result in Improvements in need of financing, and has adopted Resolution No. 14-14
to designate the Port Authority to implement and administer a program on behalf of the City to
finance such Improvements; and
WHEREAS, the Port Authority has created a program under the Act known as the
Property Assessed Clean Energy Program (“PACE OF MN”) for purposes of implementing and
administering the activities described in the Act, and the Port Authority is willing to implement
and administer that program on behalf of the City as requested herein; and
WHEREAS, the City has expressed a desire to make energy improvement financing
programs of the kind managed by the Port Authority available for improvements of eligible
properties within its boundaries, including but not limited to the Energy Savings Partnership,
Trillion BTU (within the portion of the City served by Xcel Energy) and PACE OF MN, and a
joint powers agreement is required between the City and the Port Authority PACE OF MN
program; and
WHEREAS, the Improvements will serve citizens of the City of Saint Paul and the City,
as well as Ramsey County and the State of Minnesota.
NOW THEREFORE, in consideration of the mutual covenants herein made, the parties to
this Agreement hereby agree as follows:
9840817v6
1. The Port Authority shall exercise the powers of the Act on behalf of the City by
utilizing to provide financing for Improvements located within the boundaries of the City.
Except as otherwise provided in this Joint Powers Agreement, the Port Authority shall be solely
responsible for the implementation and administration of PACE OF MN and the financing of the
Improvements.
2. In connection with its implementation and administration of PACE OF MN, and
its financing of the Improvements located within the boundaries of the City, it is anticipated that
the Port Authority will enter into various agreements with persons wishing to obtain financing
for Improvements located within the boundaries of the City as well as with sources of financing
for such Improvements (collectively the “Program Documents”).
3. The Port Authority will charge a fee for its implementation and administration of
PACE OF MN, which fee will be described in, and payable under, the Program Documents.
4. The Port Authority will have the sole duty and responsibility to comply with or
enforce covenants and agreements contained in the Program Documents. This power shall
specifically include the responsibility for monitoring and enforcing compliance with the
provisions of the Program Documents.
5. The source of funds to finance the Improvements shall be a taxable special
assessment revenue bond(s) (the “Bond(s)”) issued by the Port Authority in favor of a designated
lending institution (the “Lender”), pursuant to which the Lender will advance funds under the
Program Documents.
6. The Bond(s) shall be a special/limited obligation of the Port Authority, payable
solely from special assessments levied by the City as provided herein. The Bond(s) and interest
thereon shall neither constitute nor give rise to a general indebtedness or pecuniary liability, or a
general or moral obligation, or a pledge or loan of credit of the Port Authority, the City, the City
of Saint Paul or the State of Minnesota, within the meaning of any constitutional or statutory
provision. To that end, the Port Authority hereby agrees to indemnify and hold harmless the City
from and against any claims or losses arising out of the failure of the Port Authority to provide
for the payment of principal of, and the interest or any premium on the Bond(s), from special
assessment payments actually paid to the Port Authority by the City. This indemnity shall not,
however, be construed to relate to any claims or losses which might arise by virtue of the
exercise, by the City, of its governmental powers in connection with the Project, or by virtue of
the failure of the City to levy and collect special assessments with respect to the Improvements
or promptly remit such special assessment payments to the Port Authority as provided in the
Program Documents.
7. As and for its contribution to the financing of the Improvements, and as provided
in the Act, the City shall impose and collect special assessments necessary to pay debt service on
that portion of the Bond(s) attributable to the Improvements located within the boundaries of the
City. Evidence that the City has imposed such special assessments is a precondition to the Port
Authority’s obligation to provide financing to any Improvements located within the boundaries
of the City.
Joint Powers Agreement
9840817v6 3
8. Once the City has imposed special assessments to finance Improvements located
within the boundaries of the City, the City shall collect and transfer all collections of the
assessments upon receipt to the Port Authority for application to the payment of the applicable
Bond(s). The City will take all actions permitted by law to recover the assessments, including
without limitation, reinstating the outstanding balance of assessments when the land returns to
private ownership, in accordance with Minn. Stat. Section 429.071, Subd. 4. The City
acknowledges that the Lender is a third-party beneficiary of the City’s covenants herein with
respect to the imposition, collection and transfer of special assessments described herein.
9. Unless otherwise provided by concurrent action of the Port Authority and the
City, this Agreement shall terminate upon the retirement or defeasance of all Bond(s), and this
Agreement may not be terminated in advance of such retirement or defeasance.
10. This Agreement may be amended by the Port Authority and the City, at any time,
by an instrument executed by both of them. No amendment hereof may be entered into by the
Port Authority or the City, however, if the effect of such amendment would impair the rights of
the holder of the Bond(s), unless such holder has consented to such amendment.
11. This Agreement may be executed in any number of counterparts, each of which
when taken together shall constitute a single agreement.
[Remainder of page intentionally left blank]
Joint Powers Agreement
9840817v6 4
IN WITNESS WHEREOF, the Port Authority and the City have caused this Agreement
to be executed on their behalf, by their duly authorized officers, as of the day and year first above
written.
PORT AUTHORITY OF THE
CITY OF SAINT PAUL
By:
Its: President
By:
Its: Chief Financial Officer
CITY OF FALCON HEIGHTS, MINNESOTA
B y:
Its:
B y:
Its:
A-1
9840817v6
CITY OF FALCON HEIGHTS
COUNCIL RESOLUTION
March 26, 2013
No. 14-14
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
RESOLUTION DESIGNATING THE PORT AUTHORITY
TO IMPLEMENT AND ADMINISTER A PROJECT
ASSESSED CLEAN ENERGY IMPROVEMENT
FINANCING ON BEHALF OF THE CITY, AND
PROVIDING FOR THE IMPOSITION OF SPECIAL
ASSESSMENTS AS NEEDED IN CONNECTION WITH
THAT PROGRAM
BE IT RESOLVED by the City Council of the City of Falcon Heights (the “City”),
as follows:
1.The Port Authority of the City of Saint Paul (the “Port Authority”) has
established the Property Assessed Clean Energy Program (“PACE OF MN”) to finance
the acquisition and construction or installation of energy efficiency and conservation
improvements (the “Improvements”), on properties located throughout the State of
Minnesota through the use of special assessments pursuant to Minnesota Statutes
Sections 216C.435 and 216C.436 and Chapter 429 (the “Act”).
2.The City has received and approved one or more applications and
petitions for Special Assessments from owners of property located in the City desiring
to participate in and receive financing pursuant to the Act.
3.In order to finance the Improvements, the City hereby determines that it is
beneficial to participate in PACE OF MN, and to designate the Port Authority as the
implementor and administrator of that program on behalf of the City for purposes of
financing Improvements located within the City.
4.The City understands that the Port Authority will issue its PACE OF MN
special assessment revenue bond(s) to finance the Improvements, and that the sole
security for the bond(s) will be special assessments imposed by the other cities
participating in PACE OF MN.
5.To facilitate and encourage the financing of Improvements located within
the City, the City covenants to levy assessments for said Improvements on the property
so benefitted, in accordance with the Application and Petition for Special Assessments
received from the owner(s) of the Property and approved by the Port Authority. The
interest rate on the Special Assessments shall be the interest rate on the Bond(s), plus
_____%.
6.After imposition of the special assessments, the City shall collect such
assessments and remit them to the Port Authority for use in the repayment of the
Bond(s). The City will take all actions permitted by law to recover the assessments,
including without limitation, reinstating the outstanding balance of assessments when
the land returns to private ownership, in accordance with Minn. Stat. Section 429.071,
Subd. 4.
7.The Mayor and City Clerk are authorized to execute on behalf of the City,
any documents, certificates or agreements necessary to implement the program
authorized by this resolution.
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Moved by: Approved by: ________________________
Peter Lindstrom, Mayor
July 23, 2014
LINDSTROM ____ In Favor Attested by: ________________________
GOSLINE Bart Fischer
HARRIS ____ Against City Administrator
LONG July 23, 2014
MERCER-TAYLOR
REQUEST FOR COUNCIL ACTION
The City That Soars!
Item Approval of a Professional Services Agreement with WSB & Associates, Inc. for
Planning Services.
Description
With the upcoming retirement of Deb Jones, Council has previously approved the
hiring of Chelsea Petersen as the new Community Development Coordinator. A
planning consultant was also discussed to assist on large projects that the Zoning
and Planning Director would have previously handled with the assistance of the
City Attorney. By hiring a planning consultant, the City will reduce the reliance on
attorney assistance, and therefore reduce legal fees.
Multiple consultants were interviewed, and staff recommends hiring WSB &
Associates to be the City’s planning consultant.
Budget Impact Funds for a Planning Consultant have been accounted for in the 2014 budget.
Attachment(s) Professional Services Agreement
Action(s)
Requested
Staff recommends that the City Council approve the Professional Services
Agreement to provide Planning Services with WSB & Associates, Inc.
Meeting Date July 23, 2014
Agenda Item Consent F6
Attachment Professional Services Agreement
Submitted By Bart Fischer, City Administrator
Chelsea Petersen, Community
Development Coordinator
Families, Fields and Fair
__________________________
Professional Services Agreement Page 1 of 1 K:\Personal\Kelsey Johnson\Proposals\Falcon Heights\PSA.doc
WSB & ASSOCIATES, INC.
PROFESSIONAL SERVICES AGREEMENT
This Agreement is made as of the day of , 20 , by and between Falcon Heights,
Minnesota, hereinafter referred to as Client, and WSB & Associates, Inc., hereinafter referred to as Consultant, with
offices located at 701 Xenia Avenue South, Suite 300, Minneapolis, Minnesota 55416.
Witnesseth, that the Client and Consultant, for the consideration herein named, agree as follows:
SECTION 1 / GENERAL CONTRACT
PROVISIONS
These provisions shall be as set forth in Exhibit A.
SECTION 2 / SCOPE OF WORK
The scope of work to be performed by Consultant is set
forth in Exhibit C. The work and services to be
performed hereunder and described in Exhibit C shall
be referred to herein and in the General Contract
Provisions as the Project.
SECTION 3 / COMPENSATION
Compensation to Consultant for services described in
this agreement shall be as designated in the attached
Exhibit D and as hereinafter described.
SECTION 4 / WORK SCHEDULE
The anticipated schedule is set forth in Exhibit C.
SECTION 5 / EXHIBITS
The following initialed Exhibits are attached to and
made a part of this Agreement (check all that apply):
X Exhibit A General Contract Provisions
X Exhibit B Client Responsibilities
X Exhibit C Scope of Work
X Exhibit D Compensation
Exhibit E Insurance Schedule
X Exhibit F Fee Schedule
SECTION 6 / ACCEPTANCE OF AGREEMENT
All work and services described in this agreement
shall be performed by Consultant only after written
acceptance of the Client. The undersigned hereby
accept the terms and conditions of this agreement and
Consultant is hereby authorized to perform the
services described herein.
CLIENT: CITY OF FALCON HEIGHTS
ADDRESS: 2077 LARPENTEUR AVENUE WEST
FALCON HEIGHTS, MN 55113
BY:
SIGNATURE:
TITLE:
BY:
SIGNATURE:
TITLE:
CONSULTANT: WSB & ASSOCIATES, INC.
ADDRESS: 701 XENIA AVENUE SOUTH
SUITE 300
MINNEAPOLIS, MN 55416
BY:
SIGNATURE:
TITLE:
BY:
SIGNATURE:
TITLE:
Exhibit A – General Contract Provisions Page 1 of 3
WSB & ASSOCIATES, INC.
EXHIBIT A
GENERAL CONTRACT PROVISIONS
ARTICLE 1 – GENERAL
These general contract provisions are incorporated in
and become a part of the Agreement between WSB &
Associates, Inc. (hereinafter referred to as Consultant)
and the other party to the Agreement (Client) for the
provision of Planning and Related services, as set out
in the Agreement to which this letter is attached.
Either party may be hereinafter referred to as party or,
collectively, parties. The starting date will commence
when authorized by the Client.
As used herein the term “Agreement” means:
(1) The agreement for Planning and Related
services;
(2) These general contract provisions;
(3) The attached exhibits; and
(4) The supplemental agreement(s), where
applicable.
The attached exhibits shall govern over these General
Contract Provisions and the Supplemental
Agreement(s), where applicable, shall govern over
attached exhibits and these general provisions. The
Agreement constitutes the entire understanding
between the Consultant and Client. The Agreement
supersedes all prior written or oral understanding and
may only be amended, supplemented, modified or
cancelled by a duly executed written instrument.
ARTICLE 2 – STANDARD OF CARE
The standard of care for all professional consulting
and related services performed or furnished by
Consultant under this Agreement will be the care and
skill ordinarily used by members of Consultant’s
profession practicing under similar circumstances at
the same time and in the same locality. Consultant
shall adhere to the standard of care in rendering the
services hereunder. Except as otherwise provided
herein, Consultant makes no warranties, express or
implied, under this Agreement or otherwise, in
connection with its services.
ARTICLE 3 – ADDITIONAL SERVICES
If Client requests any services that are beyond the
scope as set forth in the Agreement or that, due to
changed conditions or changes in the method or
manner of administration of the Project, the
Consultant’s effort required to perform its services
under this Agreement exceeds the estimate which
formed the basis for the Consultant’s compensation,
Consultant shall promptly notify the Client of that fact.
Upon notification, Consultant shall be entitled to
additional compensation for same, and an extension of
time for completion of work absent written objection
by Client.
ARTICLE 4 – REPRESENTATIONS AND
WARRANTIES OF CONSULTANT
Consultant represents and warrants to Client that:
(1) The timeline set forth in the scope of work is,
assuming timely cooperation by Client,
reasonable and sufficient to complete the
scope of work as set forth in such timeline.
Consultant will use its best efforts to perform
consistent with the timeline.
(2) Consultant will provide professional
personnel with the credentials, background
and experience to complete the scope of
work consistent with the standard of care.
The project manager will be Breanne
Rothstein, or such other employee of
Consultant as is reasonably acceptable to
Client.
(3) Consultant will comply with all applicable
laws and regulations in performing the
services hereunder and will complete the
draft small area plan included in the scope of
work consistent with any requirements of the
Albert Lea Housing and Redevelopment
Authority.
ARTICLE 5 – Intentionally Deleted
ARTICLE 6 – OPINIONS OF PROBABLE
COST
Opinions, if any, of probable cost, construction cost,
financial evaluations, feasibility studies, economic
analyses of alternate solutions and utilitarian
considerations of operations and maintenance costs
provided for are made or to be made on the basis of
the Consultant’s experience and qualifications and
represent the Consultant’s best judgment as an
experienced and qualified professional design firm.
The parties acknowledge, however, that the
Consultant does not have control over the cost of
labor, material, equipment or services furnished by
others or over market conditions or contractor’s
methods of determining their prices, and any
evaluation of any facility to be constructed or
acquired, or work of necessity must be speculative
until completion of construction or acquisition.
Accordingly, the Consultant does not guarantee that
proposals, bids or actual costs will not vary from
opinions, evaluations or studies submitted by the
Consultant and assumes no responsibility for the
accuracy of opinions of Probable Construction Costs.
If Client wishes greater assurance as to probable
Construction Cost, Client shall employ an
independent cost estimator as part of its Project
responsibilities.
Exhibit A – General Contract Provisions Page 2 of 3
ARTICLE 7 – REUSE AND DISPOSITION OF
INSTRUMENTS OF SERVICE
All documents including Plans and Specifications,
reports drawings, CADD material and other work
product prepared or furnished by CONSULTANT (and
CONSULTANT'S independent professional associates
and consultants) pursuant to this Agreement are
instruments of service in respect of the Project and the
CLIENT will be provided with information and
reference in connection with the use and occupancy of
the Project by CLIENT and others; however, such
documents are not intended or represented to be suitable
for reuse by CLIENT or others on extensions of the
Project or on any other project. Any reuse without
written verification or adaptation by CONSULTANT for
the specific purpose intended will be at CLIENT'S sole
risk. If the CLIENT or CONSULTANT terminates this
Agreement, copies of all files, records, and drawings in
CONSULTANT’S possession relating to service
performance for CLIENT shall be turned over to
CLIENT without cost to CLIENT.
ARTICLE 8 – PAYMENTS
Payment to Consultant shall be on a lump sum or
hourly basis as set out in the Agreement. Consultant is
entitled to payment of amounts due plus reimbursable
expenses. Client will pay the balance stated on the
invoice unless Client notifies Consultant in writing of
any disputed items within 15 days from the date of
invoice. In the event of any dispute, Client will pay all
undisputed amounts in the ordinary course, and the
Parties will endeavor to resolve all disputed items. All
accounts unpaid after 30 days from the date of original
invoice shall be subject to a service charge of 1-1/2%
per month, or the maximum amount authorized by
law, whichever is less. The prevailing party shall be
entitled to recover all reasonable costs and
disbursements, including reasonable attorneys’ fees,
incurred in connection with a dispute concerning the
amounts owed by Client. In addition, Consultant may,
after giving seven days’ written notice to Client,
suspend services under this Agreement until it receives
full payment for all amounts then due for services,
expenses and charges.
ARTICLE 9 – HAZARDOUS MATERIALS
Notwithstanding the Scope of Services to be provided
pursuant to this Agreement, it is understood and
agreed that Consultant is not a user, handler,
generator, operator, treater, storer, transporter or
disposer of hazardous or toxic substances, pollutants
or contaminants as any of the foregoing items are
defined by Federal, State and/or local law, rules or
regulations, now existing or hereafter amended, and
which may be found or identified on any Project
which is undertaken by Consultant.
.
ARTICLE 10 – INSURANCE
CONSULTANT shall secure and maintain such
insurance as will protect CONSULTANT from claims
under the Worker's Compensation Acts, automobile
liability, and from claims for bodily injury, death, or
property damage which may arise from the
performance of services under this Agreement. Such
insurance shall be written for amounts not less than:
Commercial General Liability
$2,000,000 each occurrence/aggregate
Automobile Liability
$2,000,000 combined single limit
Excess/Umbrella Liability
$2,000,000 each occurrence/aggregate
The CLIENT shall be named as an additional insured
on the general liability and umbrella policies on a
primary and non-contributory basis. That part of the
Excess/Umbrella Liability Insurance limit in excess of
the required Excess/Umbrella coverage may be utilized
to supplement and meet the required limits for
Commercial General and Automobile Liability
Insurance.
The CONSULTANT shall secure and maintain a
professional liability insurance policy. The policy shall
insure payment of damages for legal liability arising out
of the performance of professional services for the
CLIENT, in the insured's capacity as CONSULTANT,
if such legal liability is caused by a negligent act, error
or omission of the insured. Changes to Chapter 257 of
Mn LawSaid policy shall provide minimum limits of
$1,000,000 with a deductible maximum of $50,000
unless the CLIENT agrees to a high deductible.
Before commencing work the CONSULTANT shall
provide the CLIENT a certificate of insurance
evidencing the required insurance coverage in a form
acceptable to CLIENT.
limits.
ARTICLE 11 – TERMINATION
This Agreement may be terminated by either party
upon thirty days’ written notice without cause. In the
event of termination, copies of plans, reports,
specifications, electronic drawing/data files (CADD),
field data, notes, and other documents whether
written, printed or recorded on any medium
whatsoever, finished or unfinished, prepared by the
Consultant pursuant to this Agreement and pertaining
to the work or to the Project, (hereinafter
“Instruments of Service”), shall be made available to
the Client pursuant to Article 7. All provisions of
this Agreement allocating responsibility or liability
between the Client and Consultant shall survive the
completion of the services hereunder and/or the
termination of this Agreement.
Exhibit A – General Contract Provisions Page 3 of 3
ARTICLE 12 – INDEMNIFICATION
The Consultant agrees, to the fullest extent permitted
by law, to indemnify and hold the Client harmless
from any damage, liability or cost (including
reasonable attorneys’ fees and costs of defense) to the
extent caused by the Consultant’s negligent acts, errors
or omissions in the performance of professional
services under this Agreement. See changes to
Chapter 257 in Mn Laws effective August 1.
ARTICLE 13 – ASSIGNMENT
Neither Party to this Agreement shall assign its
interest in this agreement, any proceeds due under the
Agreement nor any claims that may arise from
services or payments due under the Agreement
without the written consent of the other Party. Any
assignment in violation of this provision shall be null
and void.
ARTICLE 14 – CONTROLLING LAW
This Agreement is to be governed by the laws of the
State of Minnesota.
ARTICLE 15 – CONFLICT RESOLUTION
In an effort to resolve any conflicts that arise during
the design or construction of the project or following
the completion of the project, the Client and
Consultant agree that all disputes between them
arising out of or relating to this Agreement shall be
submitted to nonbinding mediation as a precondition
to any formal legal proceedings.
ARTICLE 17 – DATA PRACTICES
COMPLIANCE
Consultant will have access to data collected or
maintained by the Client to the extent necessary to
perform Consultant’s obligation under this
contract. Consultant acknowledges that, pursuant to
Minn. Stat. § 13.05, subdivision 11, all of the data
created, collected, received, stored, used, maintained
or disseminated by Contract in performing the contract
are subject to the requirements of the Minnesota
Government Data Practices Act (the Act), Minnesota
Statutes chapter 13. Consultant is required to comply
with the requirements of the Act as if it were a
government entity. Consultant acknowledges that the
remedies provided in Minn. Stat. § 13.08 apply to
Consultant with respect to such data. Consultant will
notify the Client of all requests for data that
Consultant receives. Consultant agrees to defend and
indemnify the Client from any claim, liability, or
damage that result from Consultant’s violation of the
Act or this section of the contract. Upon termination
of this contract, Consultant agrees to return data to the
Client as requested by the Client. The obligations of
this section of the contract, including the obligation to
defend and indemnify the Client, shall survive the
termination of this Contract and shall continue so long
as the data exists.
Exhibit B – Client Responsibilities Page 1 of 2 K:\Personal\Kelsey Johnson\Proposals\Falcon Heights\Exh B - Client Responsibilities.doc
WSB & ASSOCIATES, INC.
EXHIBIT B
CLIENT RESPONSIBILITIES
The Client’s responsibilities related to the services to be provided by Consultant are generally as
set out below. These responsibilities can be modified through Supplemental Agreements.
In order to permit the Consultant to perform the services required under this Agreement, the
Client shall, in proper time and sequence and where appropriate to the Project, at no expense to
the Consultant:
1. Provide available information as to its requirements for the Project, including copies
of any design and construction standards and comprehensive plans which the Client
desires Consultant to follow or incorporate into its work.
2. Guarantee access to and make all provisions for the Consultant to enter upon public
and private lands to enable the Consultant to perform its work under this Agreement.
3. Provide such legal, accounting and insurance counseling services as may be required
for this Project.
4. Notify the Consultant whenever the Client observes or otherwise becomes aware of
any defect in the Project construction or design.
5. Designate a Client Representative with authority to transmit and receive instructions
and information, interpret and define the Client’s policies with respect to services
rendered by the Consultant, and authority to make decisions as required for
Consultant to complete services required under this Agreement.
6. Act promptly to approve all pay requests, Supplemental Agreements, or request for
information by Consultant as set out below.
7. Furnish data (and professional interpretations thereof) prepared by or services
performed by others, including where applicable, but not limited to, previous reports,
core borings, sub-surface explorations, hydrographic and hydrogeologic surveys,
laboratory tests and inspection of samples, materials and equipment; appropriate
professional interpretations of the foregoing data; environmental assessment and
impact statements; property, boundary, easement, right-of-way, topographic and
utility surveys; property description; zoning, deed and other land use restrictions; and
other special data.
8. Review all reports, sketches, drawings, specifications and other documents prepared
and presented by the Consultant, obtain advice of legal, accounting and insurance
counselors or others as Client deems necessary for such examinations and render in
writing decisions pertaining thereto.
Exhibit B – Client Responsibilities Page 2 of 2 K:\Personal\Kelsey Johnson\Proposals\Falcon Heights\Exh B - Client Responsibilities.doc
9. Provide the foregoing in a manner sufficiently timely so as not to delay the
performance by the Consultant of the services in accordance with the Contract
Documents.
10. Consultant shall be entitled to rely on the accuracy and completeness of information
or services furnished by the Client or others employed by the Client. Consultant shall
endeavor to verify the information provided and shall promptly notify the Client if the
Consultant discovers that any information or services furnished by the Client is in
error or is inadequate for its purpose.
11. Client shall bear all costs incidental to compliance with the requirements of this
article.
WSB & ASSOCIATES, INC.
EXHIBIT C
SCOPE OF WORK
Exhibit C – Scope of Work Page 1 of 2 K:\Personal\Kelsey Johnson\Proposals\Falcon Heights\Exh C - General Svcs Scope.doc
GENERAL SCOPE OF SERVICES
C.1 GENERAL SCOPE OF SERVICES AS CITY CONSULTANT
Subject to further clarification and refinement on a project-by-project basis, the
Consultant shall in proper time and sequence perform the following duties:
C.1.1 Answer questions from the public and outside agencies, as needed, related, but
not limited to: subdivisions, zoning, and signs;
C.1.2 Review building permits for zoning compliance;
C.1.3 Participate in internal and external meetings involving planning questions and
issues;
C.1.4 Assist property owners and developers with applications related to zoning and
development review by the City (e.g. providing maps, documents on file, etc.);
C.1.5 Coordinate with City Staff to review applications for completeness (within 15
days of submittal) and provide required notification to MnDNR, MnDOT,
County, City departments, and adjacent properties as required, including, but not
limited to: conditional use permits, variances, zoning permits, sign permits (as
needed to support current City Staff), subdivisions, and historic district design
reviews.
C.1.6 Prepare staff reports, presentations, associated maps and documents on land use
applications;
C.1.7 Assist in the preparation of legal notices for land use applications;
C.1.8 Prepare correspondence regarding 60-day law requirements as needed;
C.1.9 Attend and make presentations as needed to the Planning Commission and City
Council at meetings where planning actions are being considered;
C.1.10 Act, as needed, as a City liaison and representative with other communities and
county, state, and federal agencies in areas of planning responsibility;
C.1.11 Advise the City in a proactive manner of issues, opportunities, or trends that may
require updates to ordinances, policies, plans, or procedures;
C.1.12 Write and/or update the City’s Comprehensive Plan, Zoning Ordinances,
WSB & ASSOCIATES, INC.
EXHIBIT C
SCOPE OF WORK
Exhibit C – Scope of Work Page 2 of 2 K:\Personal\Kelsey Johnson\Proposals\Falcon Heights\Exh C - General Svcs Scope.doc
Subdivision Regulations, and other City codes and policies as requested;
C.1.13 Suggest the need for updates to land use, zoning and other maps and records;
C.1.14 Provide Code Enforcement services as needed, including, but not limited to, field
inspections and correspondence with property owners;
C.1.15 Assist in the analysis of requests for street or easement vacations;
C.1.16 Identify funding opportunities and deadlines that can enhance the City;
C.1.17 Other tasks as deemed necessary by the City Council to maintain the level of
service expected from the Planning Department.
Exhibit D - Compensation Page 1 of 2 K:\Personal\Kelsey Johnson\Proposals\Falcon Heights\Exh D - General Svcs Fee.doc
WSB & ASSOCIATES, INC.
EXHIBIT D
COMPENSATION
D.1 The City shall pay the Consultant for Basic Services rendered on the basis of a negotiated
lump sum fee, on an hourly basis, or as a percentage of the construction cost, as mutually
agreed to and deemed fair and reasonable for the particular work to be performed. The
method of payment will be determined at the start of the project.
Consultants’s current fee schedule with hourly rates is attached to this contract as Exhibit
F. The rate schedule is for 2014, and will remain in effect for services rendered through
December 31, 2014.
The fee schedule will be evaluated on an annual basis by the Consultant and adjusted to
account for inflation and other factors. The Consultant will submit a revised fee schedule
prior to December 31 on an annual basis.
The following represents the compensation terms:
D.1.1 General City Consulting Duties
Consultant will be compensated for these services based on an hourly rate.
Consultant recognizes that it is important for the City to maximize the ability to
assign time to projects or escrow accounts as much as possible, and Consultant
will strive to meet this goal.
D.1.3 Special Projects
Compensation for specific studies or the design and construction of City
improvements will be determined on a project-by-project basis. The proposed
compensation will be detailed within a written letter proposal submitted by the
Consultant to the City prior to beginning work. If the scope of the project
changes after it is authorized, the Consultant will discuss it with the City and
determine an appropriate fee modification. Typically, project fees are billed
either as lump sum, hourly not-to-exceed, or a percentage of the construction cost.
D.1.5 Independent Consultants
The cost of services performed by independent consultants or agencies for
environmental evaluation, soil testing, laboratory services, or other services will
be billed to the City at the Consultant’s cost with no markup.
D.1.6 Payment for Revisions or Other Work
If the City directs that revisions be made to the plans and specifications following
approval of the plans and specifications by the City or if the City Council directs
Consultant to perform other work, the Consultant shall be compensated for the
cost of such revisions at the hourly fee. The Consultant shall be given additional
compensation when additions consist of enlargement or extension of the project.
Exhibit D - Compensation Page 2 of 2 K:\Personal\Kelsey Johnson\Proposals\Falcon Heights\Exh D - General Svcs Fee.doc
Additional compensation will be on the same basis as agreed to for the original
plans and specifications.
D.1.7 Receipt of Payment
In order to receive payment for services, the Consultant shall submit monthly
invoices describing in detail the services performed in accordance with this
contract. Separate statements shall be submitted for each project or a detailed
breakdown shall be furnished showing the distribution of charges to each project.
The City shall pay Consultant upon receipt of each monthly invoice. For hourly
and percentage of construction cost contracts, the personnel who worked on the
project shall be included. Construction services shall include daily reports
detailing the time for each day that the individual was working on the project. All
invoices will include the City representative who authorized the work.
D.1.8 Expenses
Consultant shall be reimbursed for reasonable expenses related to the scope of
services of this contract and/or individual projects. The Consultant shall be
reimbursed for the actual cost of the expenses, without markup. Typical expenses
include, but are not limited to, the following:
Permit fees
Plan and specification reproduction fees
Costs related to the development of project photos
The following shall not be considered reimbursable expenses:
Mileage
Mobile phone usage
Computer equipment time
Preparation and reproduction of common correspondence
Mailing
EXHIBIT F
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Engineering Planning Environmental Construction
wsbeng.com
Billing Rate/Hour
Principal $147
Associate $138
Senior Project Manager $128$138$147
Project Manager $113$119$128
Project Engineer $96$104$113$119$128
Graduate Engineer $76$82$87$92
Sr Landscape Architect / Sr Planner / Sr GIS Specialist $104$112$118$127$136
Landscape Architect / Planner / GIS Specialist $63$70$78$83$93$98
Engineering Specialist / Senior Environmental Scientist $86$93$98$104$113$122
Engineering Technician / Environmental Scientist $50$57$64$71$77$82
Construction Observer $85$90$95$100$106
Coring Crew
One-Person Crew $155
Two-Person Crew $230
Survey Crew
One-Person Crew $125
Two-Person Crew $155
Three-Person Crew $175
Underwater Inspection Dive Team $450
Office Technician $40$62$72$81
Costs associated with word processing, cell phones, reproduction of common correspondence and
mailing are included in the above hourly rates. Vehicle mileage is normally included in our billing rates,
but can be charged separately if specifically outlined by contract.
Reimbursable expenses include costs associated with plan, specification and report reproduction,
permit fee, delivery cost, etc.
Rate Schedule is adjusted annually.
Each staff person is assigned one billing rate that is commensurate with their experience and expertise.
Multiple rates illustrate the varying levels of experience within each category.
REQUEST FOR COUNCIL ACTION
The City That Soars!
Item Approval of a Resolution accepting Council Member Keith Gosline’s resignation
and declaring that a vacancy exists.
Description On June 12, 2014, Council Member Keith Gosline submitted a letter of resignation
from the Council effective August 1, 2014. As part of the process, the City Council
must adopt a resolution accepting Council Member Gosline’s resignation and
declaring that a vacancy exists. Attached is that resolution.
Budget Impact N/A
Attachment(s) -Council Member Gosline Letter of Resignation
-Resolution No. 14-15
Action(s)
Requested
Staff recommends that the City Council adopt Resolution No. 14-15 , accepting
Council Member Keith Gosline’s resignation and declaring that a vacancy exists.
Meeting Date July 23, 2014
Agenda Item Policy G1
Attachment -Councilmember Gosline Letter of
Resignation
-Resolution No. 14-15
Submitted By Mayor Peter Lindstrom
Families, Fields and Fair
__________________________
CITY OF FALCON HEIGHTS
COUNCIL RESOLUTION
July 23, 2014
No. 14-15
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RESOLUTION ACCEPTING THE RESIGNATION OF
COUNCIL MEMBER KEITH GOSLINE AND DECLARING
A VACANCY ON THE CITY COUNCIL
WHEREAS, Council Member Keith Gosline tendered his resignation from the Falcon Heights
City Council effective August 1, 2014; and
WHEREAS, approximately three years remain of the regular four year term.
NOW, THEREFORE, BE IT RESOLVED by the City Council of Falcon Heights, Minnesota,
as follows:
1. That the resignation is accepted, and
2. That a vacancy exists on the Falcon Heights City Council
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Moved by: Approved by: ________________________
Peter Lindstrom
Mayor
July 23, 2014
LINDSTROM ____ In Favor Attested by: ________________________
GOSLINE Bart Fischer
HARRIS ____ Against City Administrator
LONG July 23, 2014
MERCER-TAYLOR