HomeMy WebLinkAboutResolution 17-22 Approving Issuance and Sale of Educational Facilities Revenue Refunding NotesExtract of Minutes of a Meeting of the
City Council of the City of Falcon Heights
Pursuant to due call and notice thereof, a regular meeting of the City Council of the City
of Falcon Heights was duly held in the City of Falcon Heights, Minnesota, on Wednesday, June
14, 2017, at 7:00 o'clock P.M.
The following members were present:
Mayor Pro -tem Tony Fischer
Council Member Pam Harris, Randy Gustafson, and Joe Brown Thunder
and the following were absent:
Mayor Peter Lindstrom
During said meeting Harris introduced the following resolution and Harris moved its
adoption:
CITY OF FALCON HEIGHTS
COUNCIL RESOLUTION
June 14, 2017
No. 17-22
RESOLUTION APPROVING THE ISSUANCE AND SALE OF
EDUCATIONAL FACILITIES REVENUE REFUNDING NOTES AND AUTHORIZING
THE EXECUTION OF DOCUMENTS RELATING THERETO
(SAINT PAUL ACADEMY AND SUMMIT SCHOOL PROJECT)
WHEREAS,
(a) The purpose of Minnesota Statutes, Sections 469.152 to 469.165, as
amended (the "Act"), as found and determined by the legislature, is to promote the welfare of the
833208Ov2
state by the active attraction and encouragement and development of economically sound
industry and commerce to prevent so far as possible the emergence of obligated and marginal
lands and areas of chronic unemployment;
(b) The City of Falcon Heights, Minnesota (the "City") desires to facilitate the
selective development of the community, retain and improve the tax base and help to provide the
range of services and employment opportunities required by the population, including
educational services to its youth; and the Project, as defined below, will assist the City in
achieving those objectives and will enhance the image and reputation of the community;
(c) Saint Paul Academy and Summit School, a Minnesota nonprofit
corporation (the "Borrower"), and an organization described in Section 501(c)(3) of the Internal
Revenue Code of 1986, as amended (the "Code"), has proposed that the City undertake a
program to finance the Project through the issuance of revenue notes or other obligations, in one
or more series (the "Notes"), pursuant to the Act and in an aggregate principal amount not to
exceed $8,500,000;
(d) The "Project" consists of: (i) refinancing, in part, the acquisition,
construction and improvements of certain of the Borrower's school facilities located at Dunlap
and Goodrich Avenues and Randolph and Davem, on the campus of the Borrower in the City of
St. Paul, Minnesota ("St. Paul") by refunding the outstanding principal amount, in part, of the
Housing and Redevelopment Authority of the City of Saint Paul, Minnesota's (the "Authority")
Educational Facility Revenue Refunding Bonds (Saint Paul Academy and Summit School
Project), Series 2007, (the "Prior Bonds"), and (ii) financing the costs of issuing the Notes. The
Project is owned, operated, and managed by the Borrower;
(e) The City has been advised by representatives of the Borrower that
conventional, commercial financing to pay the capital cost of the Project is available only on a
limited basis and at such high costs of borrowing that the economic feasibility of operating the
Project would be significantly reduced;
(f) Based on representations of the Borrower, no public official of the City
has either a direct or indirect financial interest in the Project nor will any public official either
directly or indirectly benefit financially from the Project;
(g) The Notes, as and when issued, will not constitute a charge, lien or
encumbrance upon any property of the City or St. Paul and will not be a charge against the
general credit or taxing powers of the City or St. Paul;
(h) As required by the Act and Section 147(f) of the Code, a notice of public
hearing was published in the City's official newspaper and newspaper of general circulation, for
a public hearing on the proposed issuance of the Notes by the City and the proposal of the
Borrower to undertake and finance the Project;
(i) As required by the Act and Section 147(f) of the Code, the City Council
has on this same date held a public hearing on the issuance of the Notes by the City and the
proposal by the Borrower to undertake and refinance the Project, at which hearing all those
appearing who desired to speak were heard and written comments were accepted; and
2
8332080x2
0) The City has been advised by representatives of the Borrower that, in
accordance with Section 147(f) of the Code, St. Paul held a public hearing on June 14, 2017 on
the Project and has given its approval to the issuance of the Notes by the City.
BE IT RESOLVED by the City Council of the City of Falcon Heights, Minnesota (the
"City"), as follows:
SECTION 1. LEGAL AUTHORIZATION AND FINDINGS.
1.1 Findings. The City hereby finds, determines and declares as follows:
(a) The City is a municipal corporation and a political subdivision of the State
of Minnesota and is authorized under the Act to assist the project referred to herein, and
to issue and sell the Notes, as hereinafter defined, for the purpose, in the manner, and
upon the terms and conditions set forth in the Act and in this Resolution.
(b) The issuance and sale of the Notes by the City, pursuant to the Act, is in
the best interest of the City, and the City hereby determines to issue the Notes and to sell
the Notes to Bremer Bank, National Association, Minneapolis, Minnesota, or another
bank in Minnesota (the "Lender"). The City will loan the proceeds of the Notes (the
"Loan") to the Borrower in order to finance the Project.
(c) Pursuant to a Loan Agreement (the "Loan Agreement") to be entered into
between the City and the Borrower, the Borrower has agreed to repay the Notes in
specified amounts and at specified times sufficient to pay in full when due the principal
of, premium, if any, and interest on the Notes. In addition, the Loan Agreement contains
provisions relating to the maintenance and operation of the Project, indemnification,
insurance, and other agreements and covenants which are required or permitted by the
Act and which the City and the Borrower deem necessary or desirable for their financing
of the Project. A draft of the Loan Agreement has been submitted to the City Council.
(d) Pursuant to a Pledge Agreement (the 'Pledge Agreement') to be entered
into between the City and the Lender, the City has pledged and granted a security interest
in all of its rights, title, and interest in the Loan Agreement to the Lender (except for
certain rights of indemnification and to reimbursement for certain costs and expenses). A
draft of the Pledge Agreement has been submitted to the City Council.
(e) Payments due under the Loan Agreement and Notes shall also be secured
pursuant to a Security Agreement (the "Security Agreement') given by the Borrower to
the Lender by granting a security interest in the property described therein. A draft of the
Security Agreement has been submitted to the City Council.
(f) As additional security, the Borrower will grant to the Lender a Declaration
of Restrictive Covenants (the "Declaration"), agreeing to certain restrictions on the
Project. A draft of the Declaration has been submitted to the City Council.
8332080V2
(g) The Notes will be purchased pursuant to an Agreement to Purchase (the
"Purchase Agreement") between the City, the Lender, and the Borrower. A draft of the
Purchase Agreement has been submitted to the City Council.
(h) The Notes will be a special, limited obligation of the City. The Notes
shall not be payable from or charged upon any funds other than the revenues pledged to
the payment thereof, nor shall the City be subject to any liability thereon. No holder of
the Notes shall ever have the right to compel any exercise of the taxing power of the City
to pay the Notes or the interest thereon, nor to enforce payment thereof against any
property of the City. The Notes shall not constitute a debt of the City within the meaning
of any constitutional or statutory limitation.
(i) On the basis of information available to the City it appears, and the City
hereby finds, that the Project constitutes properties, real and personal, used or useful in
connection with a social services facility within the meaning of the Act; that the Project
furthers the purposes stated in the Act; that the availability of the financing under the Act
and the willingness of the City to furnish such refinancing will be a substantial
inducement to the Borrower to undertake the Project, and that the effect of the Project, if
undertaken, will be to assist in the prevention of the emergence of blighted and marginal
land, to help prevent chronic unemployment, to help the surrounding area retain and
eventually improve the tax base, to provide the range of service and employment
opportunities required by the population, to help prevent the movement of talented and
educated persons out of the state and to areas within the State where their services may
not be as effectively used, and to promote more intensive development and use of land
within the City and surrounding communities, and to provide available adequate
educational services to residents of the State at a reasonable cost.
0) It is desirable, feasible, and consistent with the objects and purposes of the
Act to issue the Notes, for the purpose of refinancing the costs of the Project.
SECTION 2. THE NOTES
2.1 Authorized Amount and Form of Notes. The Notes are hereby approved and shall
be issued pursuant to this Resolution in substantially the form submitted to the City Council with
such appropriate variations, omissions and insertions as are necessary and appropriate and are
permitted or required by this Resolution, and in accordance with the further provisions hereof;
and the total aggregate principal amount of the Notes that may be outstanding hereunder is
expressly limited to $8,500,000, unless a duplicate Note is issued pursuant to Section 2.7. The
Notes shall bear interest at a rate or rates as set forth therein.
2.2 The Notes. The Notes shall be dated as of the date of delivery to the Lender, shall
be payable at the times and in the manner, shall bear interest at the rate, and shall be subject to
such other terms and conditions as are set forth therein.
2.3 Execution. The Notes shall be executed on behalf of the City by the signatures of
its Mayor and the City Administrator and shall be sealed with the seal of the City; provided that
the seal may be intentionally omitted as provided by law. In case any officer whose signature
El
8332080v2
shall appear on the Notes shall cease to be such officer before the delivery of the Notes, such
signature shall nevertheless be valid and sufficient for all purposes, the same as if had remained
in office until delivery. In the event of the absence or disability of the Mayor or the City
Administrator such officers of the City as, in the opinion of the City Attorney, may act in their
behalf, shall without further act or authorization of the City Council execute and deliver the
Notes.
2.4 Delivery of Initial Notes. Before delivery of the Notes there shall be filed with
the Lender (except to the extent waived by the Lender) the following items:
(1) an executed copy of each of the following documents:
(a)
the Loan Agreement;
(b)
the Pledge Agreement;
(c)
the Security Agreement;
(d)
the Declaration; and
(e)
the Purchase Agreement.
(2) an opinion of Counsel for the Borrower as prescribed by the Lender and
Bond Counsel;
(3) the opinion of Bond Counsel as to the validity and tax exempt status of the
Notes;
(4) evidence that the Borrower is an organization described in Section
501(c)(3) of the Code and is exempt from income taxation under Section 501(c)(3) of the
Code; and
(5) such other documents and opinions as Bond Counsel may reasonably
require for purposes of rendering its opinion required in subsection (3) above or that the
Lender may reasonably require for the closing.
2.5 Disposition of Proceeds of the Notes. Upon delivery of the Notes to Lender, the
Lender shall, on behalf of the City, disburse the proceeds of the Notes for refinancing the Project
in accordance with the terms of the Loan Agreement.
2.6 Registration of Transfer. The City will cause to be kept at the office of the City
Administrator a Note Register in which, subject to such reasonable regulations as it may
prescribe, the City shall provide for the registration of transfers of ownership of the Notes. The
Notes shall be initially registered in the name of the Lender and shall be transferable upon the
Notes Register by the Lender in person or by its agent duly authorized in writing, upon surrender
of the Notes together with a written instrument of transfer satisfactory to the City Administrator,
duly executed by the Lender or its duly authorized agent. The following form of assignment
shall be sufficient for said purpose.
8332080x2
For value received hereby sells, assigns and transfers unto
the within Note of the City of Falcon Heights, Minnesota,
and does hereby irrevocably constitute and appoint
attorney to transfer said Note on the books of said City with full power of
substitution in the premises. The undersigned certifies that the transfer is made in
accordance with the provisions of Section 2.9 of the Resolution authorizing the
issuance of the Notes.
Dated:
Registered Owner
Upon such transfer the City Administrator shall note the date of registration and the name and
address of the new Lender in the applicable Note Register and in the registration blank appearing
on the Notes.
2.7 Mutilated, Lost or Destroyed Note. In case the Notes issued hereunder shall
become mutilated or be destroyed or lost, the City shall, if not then prohibited by law, cause to
be executed and delivered, a new Note of like outstanding principal amount, number and tenor in
exchange and substitution for and upon cancellation of such mutilated Note, or in lieu of and in
substitution for such Note destroyed or lost, upon the Lender's paying the reasonable expenses
and charges of the City in connection therewith, and in the case of a Note destroyed or lost, the
filing with the City of evidence satisfactory to the City with indemnity satisfactory to it. If the
mutilated, destroyed or lost Note has already matured or been called for redemption in
accordance with its terms it shall not be necessary to issue a new Note prior to payment.
2.8 Ownership of Note. The City may deem and treat the person in whose name the
Notes is last registered in the Notes Register and by notation on the Notes whether or not such
Note shall be overdue, as the absolute owner of such Note for the purpose of receiving payment
of or on account of the principal balance, redemption price or interest and for all other purposes
whatsoever, and the City shall not be affected by any notice to the contrary.
2.9 Limitation on Note Transfers. The Notes will be issued to an "accredited
investor" and without registration under state or other securities laws, pursuant to an exemption
for such issuance; and accordingly the Notes may not be assigned or transferred in whole or part,
nor may a participation interest in the Notes be given pursuant to any participation agreement,
except to another "accredited investor" or "financial institution" in accordance with an
applicable exemption from such registration requirements and with full and accurate disclosure
of all material facts to the prospective purchaser(s) or transferee(s).
2.10 Issuance of a New Note. Subject to the provisions of Section 2.9, the City shall,
at the request and expense of the Lender, issue a new note, in aggregate outstanding principal
amount equal to that of the Notes surrendered, and of like tenor except as to number, principal
amount, and the amount of the periodic installments payable thereunder, and registered in the
name of the Lender or such transferee as may be designated by the Lender.
0
8332080x2
SECTION 3. GENERAL COVENANTS
3.1 Payment of Principal and Interest. The City covenants that it will promptly pay or
cause to be paid the principal of and interest on the Notes at the place, on the dates, solely from
the source and in the manner provided herein and in the Notes. The principal and interest are
payable solely from and secured by revenues and proceeds derived from the Loan Agreement
and the Pledge Agreement, which revenues and proceeds are hereby specifically pledged to the
payment thereof in the manner and to the extent specified in the Notes, the Loan Agreement, and
the Pledge Agreement; and nothing in the Notes or in this Resolution shall be considered as
assigning, pledging, or otherwise encumbering any other funds or assets of the City.
3.2 Performance of and Authority for Covenants. The City covenants that it will
faithfully perform at all times any and all covenants, undertakings, stipulations and provisions
contained in this Resolution, in the Notes executed, authenticated and delivered hereunder and in
all proceedings of the City Council pertaining thereto; that it is duly authorized under the
Constitution and laws of the State of Minnesota including particularly and without limitation the
Act, to issue the Notes authorized hereby, pledge the revenues and assign the Loan Agreement in
the manner and to the extent set forth in this Resolution, the Notes, the Loan Agreement, and the
Pledge Agreement that all action on its part for the issuance of the Notes and for the execution
and delivery thereof has been duly and effectively taken; and that the Notes in the hands of the
Lender is and will be a valid and enforceable special limited obligation of the City according to
the terms thereof.
3.3 Enforcement and Performance of Covenants. The City agrees to enforce all
covenants and obligations of the Borrower under the Loan Agreement, upon request of the
Lender and being indemnified to the satisfaction of the City for all expenses and claims arising
therefrom, and to perform all covenants and other provisions pertaining to the City contained in
the Notes and the Loan Agreement and subject to Section 3.4.
3.4 Nature of Security. Notwithstanding anything contained in the Notes, the Loan
Agreement, the Pledge Agreement, the Security Agreement, or any other document referred to in
Section 2.4 to the contrary, under the provisions of the Act the Notes may not be payable from or
be a charge upon any funds of the City other than the revenues and proceeds pledged to the
payment thereof, nor shall the City be subject to any liability thereon, nor shall the Notes
otherwise contribute or give rise to a pecuniary liability of the City or, to the extent permitted by
law, any of the City's officers, employees and agents. No holder of the Notes shall ever have the
right to compel any exercise of the taxing power of the City to pay the Notes or the interest
thereon, or to enforce payment thereof against any property of the City other than the revenues
pledged under the Pledge Agreement; and the Notes shall not constitute a charge, lien or
encumbrance, legal or equitable, upon any property of the City; and the Notes shall not constitute
a debt of the City within the meaning of any constitutional or statutory limitation; but nothing in
the Act impairs the rights of the Lender to enforce the covenants made for the security thereof as
provided in this Resolution, the Loan Agreement, the Pledge Agreement, and the Security
Agreement, and in the Act, and by authority of the Act the City has made the covenants and
agreements herein for the benefit of the Lender; provided that in any event, the agreement of the
City to perform or enforce the covenants and other provisions contained in the Notes, the Loan
Agreement, the Pledge Agreement, and the Security Agreement, shall be subject at all times to
7
8332080J2
the availability of revenues under the Loan Agreement sufficient to pay all costs of such
performance or the enforcement thereof, and the City shall not be subject to any personal or
pecuniary liability thereon.
3.5 Qualified Tax Exempt Obligation. In order to qualify the Notes as "qualified tax-
exempt obligations" within the meaning of Section 265(b)(3) of the Internal Revenue Code of
1986, as amended (the "Code"), the City hereby makes the following factual statements and
representations;
(a) the Notes are not treated as a "private activity bond" under Section
265(b)(3) of the Code;
(b) the City hereby designates the Notes as qualified tax-exempt obligations
for purposes of Section 265(b)(3) of the Code;
(c) the reasonably anticipated amount of tax-exempt obligations (other than
obligations described in clause (ii) of Section 265(b)(3)(C) of the Code) which will be
issued by the City (and all entities whose obligations will be aggregated with those of the
City) during the calendar year 2017 will not exceed $10,000,000;
(d) not more than $10,000,000 of obligations issued by the City during the
calendar year 2017 have been designated for purposes of Section 265(b)(3) of the Code;
and
(e) the aggregate face amount of the Notes does not exceed $10,000,000.
SECTION 4. MISCELLANEOUS.
4.1 Severability. If any provision of this Resolution shall be held or deemed to be or
shall, in fact, be inoperative or unenforceable as applied in any particular case in any jurisdiction
or jurisdictions or in all jurisdictions or in all cases because it conflicts with any provisions of
any constitution or statute or rule or public policy, or for any other reason, such circumstances
shall not have the effect of rendering the provision in question inoperative or unenforceable in
any other case or circumstance, or of rendering any other provision or provisions herein
contained invalid, inoperative, or unenforceable to any extent whatever. The invalidity of any
one or more phrases, sentences, clauses or paragraphs in this Resolution contained shall not
affect the remaining portions of this Resolution or any part thereof.
4.2 Authentication of Transcript. The officers of the City are directed to furnish to
Bond Counsel certified copies of this Resolution and all documents referred to herein, and
affidavits or certificates as to all other matters which are reasonably necessary to evidence the
validity of the Notes. All such certified copies, certificates and affidavits, including any
heretofore furnished, shall constitute recitals of the City as to the correctness of all statements
contained therein.
4.3 Authorization to Execute Agreements. The forms of the proposed Loan
Agreement, the Pledge Agreement, and the Purchase Agreement are hereby approved in
substantially the form presented to the City Council, together with such additional details therein
833208Ov2
as may be necessary and appropriate and such modifications thereof, deletions therefrom and
additions thereto as may be necessary and appropriate and approved by Bond Counsel prior to
the execution of the documents. The Mayor and the City Administrator of the City are
authorized to execute the Loan Agreement, the Pledge Agreement, and the Purchase Agreement
and such other documents as Bond Counsel consider appropriate in connection with the issuance
of the Notes, in the name of and on behalf of the City. In the event of the absence or disability of
the Mayor or the City Administrator such officers of the City as, in the opinion of the City
Attorney, may act on their behalf, shall without further act or authorization of the City Council
do all things and execute all instruments and documents required to be done or executed by such
absent or disabled officers. The execution of any instrument by the appropriate officer or
officers of the City herein authorized shall be conclusive evidence of the approval of such
documents in accordance with the terms hereof.
0
ssszosM
Adopted by the City Council of the City of Falcon Heights, Minnesota, this 14th day of June,
2017.
After full discussion thereof and upon vote being taken thereon, the following voted in favor
thereof:
Mayor Pro -tem Tony Fischer
Council Member Randy Gustafson, Pam Hams and Joe Brown Thunder
and the following voted against the same:
whereupon said resolution was declared duly passed and adopted.
-----------------------------------------------------�-----------
Moved by: Approved by:
Tony Piascher
Mayor Pro -tem
LINDSTROM In Favor Attested by: tn
BROWN THUNDER Sack Thongvanh
HARRIS Against City Administrator
GUSTAFSON
FISCHER
10
8332080v2
STATE OF MINNESOTA
COUNTY OF RAMSEY
CITY OF FALCON HEIGHTS
I, the undersigned, being the duly qualified and acting City Administrator of the City of
Falcon Heights, DO HEREBY CERTIFY that I have compared the attached and foregoing
extract of minutes with the original thereof on file in my office, and that the same is a full, true
and complete transcript of the minutes of a meeting of the City Council duly called and held on
the date therein indicated, insofar as such minutes relate to a resolution authorizing the issuance
of capital campaign bridge financing notes.
WITNESS my hand this _; f day of 1,1�_ '2017.
City Administr or
11
8332080v2