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HomeMy WebLinkAboutCC PACKET 11082011CITY OF ST. ANTHONY VILLAGE CITY COUNCIL MEETING AGENDA November 8, 2011 8:00 p.m.. Call to Order. Pledge of Allegiance. Roll Call. Consideration, Discussion, and Possible Action on All of the foNowrngitems: I. Approval of the November 8, 2011, City Council Meeting Agenda. (action requested.) IL Proclamations and Recognitions. (no actionrequested.) A. Presentation from Ramsey County AttorneyJohn Choi. III. Consent Agenda. These items are considered routine and will be enacted by one motion. There will be no separate discussion of these items unless a Coundimember or d i.Zen so r-equests, in which event the item will be removed firm the Consent Agenda and placed elsewhere on the agenda. A. Approval of October 25, 2011, Council Meeting Minutes. (pp. 1 -- 9) B. Licenses and Permits. (p. 10) C. Claims. (pp. 11 —13) D. Amending Resolution 11-069; Approve a Request to Keep Four (4) Female Chickens in an R-1 Zoning District. (pp. 14 —15) IV. Public Hearing. Stacie Kvilvang, Ehlers & Associates is presenting. A. Resolution 11-070; Giving Preliminary Approval to the Issuance of General Obligation Capital Improvement Plan Bonds in an Amount Not to Exceed $4,000,000 and Adopting the City of St. Anthony, Minnesota, Capital Improvement Plan for the Years 2011 through 2015. (pp. 16 — 40) B. Resolution 11-071; Resolution Providing for the Sale of $2,215,000 G.O. Refunding Bonds, Series 2011B. (pp. 41 — 46) V. Reports from Commission and Staff. VI. General Business of Council. VII. Reports from City Manager and Council members. VIII. Community Forum. Individuals may address the Cid Council about any item not included on the regular agenda. Speakers are requested to come to the podium, sign their name and address on the form at the podium, state their name and address for the Clerk's record, and limit their remarks to five minutes. Generally, the City Council will not take ofcial action on items discussed at this time, but may opicalyrefer the matter to staff for a future report or direct the matter to be scheduled on an upcoming agerrdcz IX. Information and Announcements. X. Adjournment. Our Mission is to be a progressive and livable community, a walkable village, which is safe and secure. FACouncil Meetings12011\1108201 Ngendapgkdoo 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 CITY OF ST. ANTHONY CITY COUNCIL REGULAR MEETING MINUTES OCTOBER 25, 2011 CALL TO ORDER. Mayor Faust called the meeting to order at 7:00 p.m. PLEDGE OF ALLEGIANCE. Mayor Faust invited the Council and audience to join him in the Pledge of Allegiance. ROLL CALL. Present: Mayor Faust; Councilmembers Gray, Jenson, Roth, and Stille. Absent: None. Also Present: Interim City Manager Jay Hartman CONSIDERATION, DISCUSSION, AND POSSIBLE ACTION ON ALL OF THE FOLLOWING ITEMS. L APPROVAL OF OCTOBER 25, 2011, CITY COUNCIL MEETING AGENDA. Motion by Councilmember Gray, seconded by Councilmember Jenson, to approve the City Council Meeting Agenda of October 25, 2011. Motion carried unanimously. II. PROCLAMATIONS AND RECOGNITIONS. None. 1II. CONSENT AGENDA. A. Consider October 11, 2011, Council meeting minutes B. Consider licenses and permits; C. Consider payment of claims; and D. Consider Resolution 11-062; Calling for a Special Meeting of the St. Anthon Canvassing Board to Canvass the 2011 Municipal Election Results for November 16 2011. Motion by Councilmember Roth, seconded by Councilmember Jenson, to approve the Consent Agenda items, as presented. IV. PUBLIC HEARING. None. Motion carried unanimousiv. 11 City Council Regular Meeting Minutes October 25, 2011 Page 2 V. REPORTS FROM COMMISSION AND STAFF. A. Resolution 11-063; To Approve a Conditional Use Permit for Mountain of Fire Miracle Ministry of Minnesota 2824 — 2828 Anthony Lane S 6 Planning Commissioner Don Jensen presented the proposed Conditional Use Permit (CUP) 7 requested by KW Commercial and the applicant to use this Light Industrial zoned property as an 8 assembly place for members of the Mountain of Fire Miracles Ministry, a Christian 9 denomination based in Houston, Texas. The building would be used mostly on Sundays and 10 some week nights at times that would not impact the surrounding properties as they are not 11 generally open for business on Sundays or week nights. Planning Commissioner Jensen noted 12 the location on a drawing and presented a copy of the staff report. No comments were received 13 during the public hearing. The numbers of seats were adjusted to align with the number of 14 parking spots. He stated the Planning Commission recommended approval of the request and 15 that the Pastor met with neighboring properties to secure an agreement to use adjacent parking 16 areas as overflow. 17 18 Councilmember Stille questioned if the parking was for 84 spaces. Planning Commissioner 19 Jensen stated that was the preliminary request. The resolution includes that there would be no 20 more than 175 people at any given time and their 70 parking spaces are adequate. 21 22 Mayor Faust noted generally the number of parking spots is determined by the size of the 23 building instead of the anticipated number of attendees. 24 25 Councilmember Jenson questioned the building sprinklers. Mayor Faust stated he recalls the 26 Fire Inspector stating the building had recently been sprinkled. 27 28 Mr. Tom Baker, KW Commercial, appeared before the City Council on behalf of the applicant 29 and stated he represents Mountains of Fire Miracles Ministry. 30 31 Councilmember Roth asked if more people attended would they be turned away. Mr. Baker 32 stated he does not believe this would be a problem and if other arrangements were needed for 33 larger crowds, they would speak to their neighbors. 34 35 Motion by Councilmember Jenson, seconded by Councilmember Gray, to approve Resolution 36 11-063; to approve a Conditional Use Permit for Mountain of Fire Miracle Ministry of 37 Minnesota 2824 — 2828 Anthony Lane S. 38 39 Councilmember Roth stated he has a problem supporting a church in a light industrial area. As a 40 City it was defined where businesses would be and what they would do. He is struggling to 41 support the resolution. 42 43 Councilmember Stille stated he does not like to be on the other side of a church but he also does 44 not feel a light industrial area is a good place for a church. A residential area would be more 45 appropriate and if the economy turns a light industrial business may go into that area. He also 2 City Council Regular Meeting Minutes October 25, 2011 Page 3 has concerns about the parking and believes it should be set according to the size of the building, noting the City would have difficulty policing the parking. Mayor Faust stated this is not an appropriate space for a church. Councilmember Jenson stated the light industrial zoning could involve assemblies or a convention hall and he believes a church would meet the criteria. 9 Mayor Faust stated it would not be a compatible use for future planning. 10 11 Councilmember Stille stated he does not believe a church would fit with the zoning. 12 13 Councilmember Gray felt putting a church in there for a short temporary time would be better. 14 15 Councilmember Stille agreed a lease situation for a temporary period would be more desirable. 16 17 Ayes —1, Nays — 4 (Roth, Stille, Faust, Gray) Motion failed. 18 19 B. Resolution 11-064; Approval of the Request for a Variance to Encroach into the Front 20 Yard Setback at 3701 Chandler Drive. 21 22 Planning Commissioner Jensen presented the proposed front yard encroachment variance and 23 stated the property owners would like to construct a porte coehere to provide a canopy over the 24 drop-off area at the main entrance to the facility for the safety and convenience of its residents 25 and visitors. He stated the Planning Commission recommended approval for the variance 26 application to encroach into the front yard setback. A public hearing was held and no one 27 appeared to address the Commission. 28 29 Mr. Alan Plutowski, 'rrossen Wright Plutowski Architects, PA, appeared before the City Council 30 on behalf of the applicant and stated he is the architect for Chandler Place. Mr. Plutowski 31 showed a picture depicting the existing condition of the building and indicated the current drop 32 off area. The proposal includes an entry canopy that would replace the current drop off area. 33 This new proposal would also provide easier auto movement. He noted the grade drop which 34 will be corrected at the same time and advised that no occupancy is being added to the building. 35 He provided a drawing of the front of the building. 36 37 Mayor Faust referred to the existing site plan and questioned if the area was currently marked for 38 no parking. Mr. Plutowski stated it is not. Mayor Faust asked if people park there now. Mr. 39 Plutowski stated people do park in that location. 40 41 Motion by Councilmember Stille, seconded by Councilmember Roth, to approve Resolution 1I- 42 064; Approval of the Request for a Variance to Encroach into the Front Yard Setback at 3701 43 Chandler Drive. 44 45 Motion carried unanimously. 46 3 City Council Regular Meeting Minutes October 25, 2011 Page 4 C. Resolution 11-065; Approval of the Request for a Garage Setback Permit for 3205 — 36°i Avenue NE. 4 Planning Commissioner Jensen presented the proposed setback permit and stated the property 5 owners would like to construct a six-foot addition to an existing attached single car garage to 6 convert it to a more usable double car garage. If allowed, the addition will be two feet into the 7 five-foot side yard setback. The addition also increases the size of the existing garage to 528 sq. 8 ft., the maximum size allowed in the rear yard setback and side yard setback. The Planning 9 Commission recommended approval subject to them providing the provided sketches and 10 photographs. A sketch was provided of the planned garage addition. The drawing was modified 11 to a 6 -inch overhang. Photographs of the current property showing the lot lines were provided. 12 He indicated a public hearing was held and no one appeared to address the Commission. 13 14 Councilmember Roth asked about the 6 -inch overhang and questioned the size of overhang on 15 the other side of the house overhang. Planning Commissioner Jensen stated it is 24 inches. 16 Councilmember Roth summarized that one side of the garage would have a 24 -inch overhang 17 and the other a 6 -inch overhang. 18 19 Councilmember Stille asked what kind of aesthetic implications would there be. Planning 20 Commissioner Jensen stated the Planning Commission saw no problem with the aesthetics of the 21 house. 22 23 Councilmember Jenson asked what the code was for the size of the garage. Planning 24 Commissioner Jensen stated as an attached garage there was no code. Currently the garage is 25 528 sq. ft. 26 27 Mayor Faust stated the overhang needs to be 6 inches to allow for easements, if necessary. 28 29 Mr. Donald Pavelka, appeared before the City Council as the applicant and stated their daughter 30 and son-in-law currently live in the house and they would like a double garage. 31 32 Motion by Councilmember Stille, seconded by Councilmember Jenson, to approve Resolution 33 11-065; Approval of the Request for a Garage Setback Permit for 3205 — 361x' Avenue NE. 34 35 Motion carried unanimously. 36 37 D. Resolution 11-066; Approval of a Garage Setback Permit and Variance Request for 38 Garage Size at 3219 Stinson Boulevard. 39 40 Planning Commissioner Jensen presented the proposed setback permit and 308 sq. ft. variance 41 and stated the property owners would like to rebuild their garage that was severely damaged in a 42 storm. However, it was found previous owner had built a 396 sq. ft. garage addition to an 43 existing garage so the applicant was advised she could not rebuild the size of garage she 44 previously had, as it had been built illegally. A public hearing was held and no comments were 45 received. He noted this is in a unique area of the City. The Planning Commission recommended 46 approval. M City Council Regular Meeting Minutes October 25, 2011 Page 5 Mayor Faust referenced the Planning Commission report 2A and 2B and questioned if the Planning Commission was made aware the applicant could build up to 1000 sq. ft. keeping within the rear setback. 6 Councilmember Stille asked if the garage was to be built within Code. Planning Commissioner 7 Jensen explained if the garage had not existed, it would need to be built 528 sq. ft. and there 8 would have to be a 5 -foot setback. Planning Commissioner Jensen stated it did make sense to 9 build on the existing slab. 10 I I Councilmember Jenson stated the Code is very clear to allow an oversize garage if you adhere to 12 the setbacks. Ile asked if that was discussed. Planning Commissioner Jensen stated it was not 13 discussed because this was a unique situation. 14 15 Ms. Rachel Sanzone, appeared before the City Council as the applicant and stated her goal was 16 to replace the garage in its current size and position. She was not aware at the time of purchase 17 that the garage was illegally built and stated that the garage was the reason that she bought the 18 property. She stated had it not been for the storm, she would be still using her garage. She parks 19 two cars in the garage and uses a portion of the garage as a potting shed and storage. Ms. 20 Sanzone stated other properties have garages that seem to be as large as hers so she feels she is 21 not altering the essential characteristic of the neighborhood; that she did not cause the unique 22 circumstances that destroyed her garage and economic reasons are not the basis of the practical 23 difficulties. 24 25 Mr. Mark Dahlke, Integrity Restoration, stated the original garage was built in two parts. Had 26 the portion of the garage been built properly it could have remained as it was not damaged by the 27 tree. Two slabs would need to be removed and additional landscaping will be necessary. The 28 plan would be to rebuild as it was before the storm. Mr. Dahlke stated it would be a facelift for 29 the neighborhood and the garage would be up to City Codes, noting the 2 -foot setback has been 30 there since the 1950's. 31 32 Councilmember Stille asked about construction the garage so a variance is not required. Mr. 33 Dahlke stated if it were constructed in another location many factors would need to be modified. 34 35 Mayor Faust asked if the only thing remaining is the concrete slab. Mr. Dahlke stated the two 36 garage portions are still tied together in the back. 37 38 Ms. Sanzone stated the rear portion of the garage would be in the rear setback. Mayor Faust 39 asked if a 2 -foot slab couldn't be added, noting a 60 -year-old slab would probably need to be 40 removed to do the job correctly. 41 42 Councilmember Stille stated Assistant City Manager Moore -Sykes told him the rear setback was 43 not an issue. 44 45 Councilmember Roth asked if the back addition was 5 feet. The back slab was inspected by the 46 City, Ms. Sanzone stated the lot coverage is currently at 37%. 5 City Council Regular Meeting Minutes October 25, 2011 Page 6 2 Mayor Faust stated Council does not want to exacerbate an already bad situation with the 3 "illegal" garage, noting the Council has an opportunity to rectify the situation and follow the 4 standards. Councilmember Roth asked if Mr. Dahlke builds garages. Mr. Dahlke stated he is a licensed contractor in the City of St. Anthony. Councilmember Roth asked if the slab was built according to standards. Mr. Dahlke stated he does not know. 10 Councilmember Roth stated he did not spend a lot of time on Planning Commission prior to 1 I being on Council. He asked if a garage was needed to be replaced, would the slab need to be 12 replaced. Mayor Faust stated it was a non -conforming use and it can be rebuilt in a conforming 13 use. 14 15 Councilmember Stille stated the City has an opportunity to get code compliance and economic 16 considerations cannot be the reason for approving a variance. 17 18 Councilmember Jenson noted on page 61 the setback is corrected to be 5 feet. Mr. Dale stated he 19 has been doing insurance repairs and contracting for 40 years in Minnesota. This job could be 20 considered a replacement or repair since all the applicant is asking for is to replace the garage as 21 it was. 22 23 Mr. Dare asked if the neighbor will need to move his fence. Mayor Faust stated the Council will 24 follow code to the best of their ability and the Council has an obligation to treat all residents 25 fairly. 26 27 Motion by Councilmember Stille, seconded by Councilmember Jenson, to deny Resolution 1I- 28 066; approval of a Garage Setback Permit and Variance Request for Garage Size at 3219 Stinson 29 Boulevard. 30 31 Councilmember Roth stated he built a garage ten years ago and the concrete cost $10,000. He is 32 familiar with the Code and will not support the denial of this request since the homeowner is 33 trying to improve the situation at hand. He believes what most likely will happen is the front 34 will be repaired and the back will remain as is in substandard condition. 35 36 Councilmember Stille stated this is difficult and he would like to accommodate. He noted there 37 has not been a lot of compromise on the part of the applicant and the Council needs to follow the 38 Code. 39 40 Ayes — 4, Nays —1 (Roth) Motion carried. 41 42 E. Resolution 11-067;A roval of the Request from Greg Cotulla, Cotulla & Associates for 43 an Amendment to the St. Anthony Shopping Center PUD to Allow for Planned 44 Renovations and the Sian Plan to Allow for the Modification of Existing Wall Signs. M 0 City Council Regular Meeting Minutes October 25, 2011 Page 7 1 Planning Commissioner Jensen presented the proposed request for an amendment to the St. 2 Anthony Shopping Center PUD to allow for updates and renovation. Planning Commissioner 3 Jensen provided the staff report along with letters from the applicant. The elevations are 4 accurate. Planning Commissioner Jensen provided a sketch. A public hearing was held and no 5 one appeared to address the Commission. The Planning Commission recommended approval of 6 the amendments to the St. Anthony Shopping Center PUD to allow for planned renovations and 7 the sign plan to allow for the modification of existing wall signs. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 Mayor Faust asked if the monument signs were discussed. Planning Commissioner Jensen stated the sign at Kensington was discussed and there was not a request to put it in a non -conforming condition. Councilmember Jenson asked exactly what are they requesting. Mr. Greg Cotulla, Cotulla & Associates, appeared before the City Council on behalf of the applicant. Mr. Cotulla stated they are attempting to get larger signage visible from County Road 88. They are requesting to increase the size from 2 square feet to 3 square feet. Mayor Faust asked about the monument. Mr. Cotulla stated they would like to consider a second sign to the property, possibly a ground sign. The sign has not yet been designed and it is not the owner's intent to construct one that this time. Councilmember Stille asked why the owner wouldn't be putting the sign in now. Mr. Cotulla stated it is not part of the current plan. Councilmember Roth questioned the awning. Mr. Cotulla stated they are proposing to remove the canopy and replace with an awning that provides more daylight in the retail stores. The awning is more current architecturally, would be canvas, and would last approximately 10 years. Councilmember Roth asked if they were permanent canvas or rolled up. Mr. Cotulla stated they would be permanent. Councilmember Roth asked if the current tenants are in favor of new signage. Mr. Cotulla stated the current tenants have the option of putting up new signage at that time and new tenants would be required to put up a backlit sign. Mayor Faust asked if streetlights along the sidewalks would be installed. Mr. Cotulla stated they are currently bidding streetlights and the parking lot lights would be replaced with LED fixtures. Councilmember Roth asked if the location of the pergolas was determined. Mr. Kozulla stated they have presented the drawings to as many tenants as possible and none mentioned not wanting a pergola in front of their store. Councilmember Stille asked what made them go with the acorn streetlights rather than the domus style. Mr. Kozulla answered it was the architectural preference. Mayor Faust referred to the monument proposed for the future and indicated he is somewhat resistant, not knowing what it would be. Mr. Kozulla stated the monument would need to comply with the zoning code. Mayor Faust expressed concern related to sight lines and because a large sign may impede sight at the intersection. 7 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 City Council Regular Meeting Minutes October 25, 2011 Page 8 Councilmember Stille stated he would prefer to see the monument go in now. Motion by Councilmember Roth, seconded by Councilmember Stille, to approve Resolution 11- 067; approval of the Request from Greg Kozulla, Kozulla & Associates for an Amendment to the St. Anthony Shopping Center PUD to Allow for Planned Renovations and the Sign Plan to Allow for the Modification of Existing Wall Signs, revising the sixth Whereas to strike the following wording: "and requesting an opportunity to put a monument sign at the Kenzie Terrace at some time in the future, submitting design, size and placement information at that time;". Motion carried unanimousiy. VI. GENERAL BUSINESS OF COUNCIL. A. Resolution 11-068; Calling for Public Hearing on the Capital Improvement Plan and the Issuance of Capital Improvement Plan Bonds to Refund the 2003 HRA Lease Revenue Bonds. Stacie Kvilvang, Ehlers & Associates presenting. Ms. Stacie Kvilvang, Ehlers & Associates, explained that in 2003, the City issued $5,530,000 in lease revenue bonds to finance the construction of the Fire Station and Public Works Facility. The date on which these bonds can be refinanced/paid off is February 1, 2013. However, the City has the ability to complete an advance refunding on any bond issue, meaning it can refinance prior to the call date. She recommended moving forward with an advance refunding on this bond issue due to the very favorable interest rates within the market. She also recommended refunding these bonds as general obligation bonds to further reduce interest costs and increase savings to the City. The process calls for a capital improvement fund. Councilmember Stille asked what the melded rate would be. Ms. Kvilvang stated 1-2 percent. A public hearing would be recommended for November 8, 2011. Motion by Councilmember Gray, seconded by Councilmember Jenson, to approve Resolution 11-068; Calling for Public Hearing on the Capital Improvement Plan and the Issuance of Capital Improvement Plan Bonds to Refund the 2003 HRA Lease Revenue Bonds. Motion carried unanimously. B. Resolution 11-069; To Approve a Request to Keen Chickens in an R-1 Zoning District. Interim City Manager Hartman reported staff received a call from Ms. Kay Steffenson of 2816 Coolidge Street NE, asking what she needed to do in order to have chickens. Ms. Steffenson was provided with City ordinance information about the approval process; however, Subsection 91.56 indicates: "whereby no person may keep swine, ..., or fowl, within the City nearer than 500 feet to any human habitation or platted land, without approval of City Council. Ms. Kay Steffenson, 2816 Coolidge Street NE., appeared before the Council and requested permission to raise chickens in her backyard. The plan would be to build a coop attached to the City Council Regular Meeting Minutes October 25, 2011 Page 9 1 existing shed, large enough to house 4 laying hens. They would not keep a rooster and their 2 desire is to have fresh eggs and in this small way be close to their food source. 3 4 Motion by Councilmember Roth, seconded by Councilmember Gray, to approve Resolution 11- 5 069; To Approve a Request to Keep 3 Female Chickens in an R-1 Zoning District. 6 7 Motion carried unanimously. 8 9 VII. REPORTS FROM CITY MANAGER AND COUNCIL MEMBERS. 10 11 Councilmember Jensen reported he is liaison to the St. Anthony Historical Society and they have 12 sold over 639 books. 13 14 Councilmember Stille reported stated he attended a seminar put on by MN Real Estate Journal 15 regarding senior housing. 16 17 Mayor Faust reported he met yesterday with community members on the Veterans Memorial, 18 advising it will be turned over to the City on November 11, 2011, at 1 la.m. He also reported on 19 his meeting with the Executive Board of the Metropolitan Council water management, noting St. 20 Anthony is receiving recognition. 21 22 VIII. COMMUNPI'Y FORUM. 23 24 Mayor Faust invited residents to come forward at this time and address the Council on items that 25 are not on the regular agenda. 26 27 Hearing none, Mayor Faust moved forward with the agenda 28 29 IX. INFORMATION AND ANNOUNCEMENTS. 30 31 None. 32 33 X. ADJOURNMENT. 34 35 Mayor Faust adjourned the meeting at 8:55 p.m. 36 37 Respectfully submitted, 38 Debbie Wolfe 39 TimeSaver Off Site Secretarial, Inc. 40 41 42 Mayor 43 ATTEST: 44 City Clerk 45 .0 Saint Anthony Village DATE: November 8, 2011 Approved: TO: Mayor and Councilmembers FROM: License Clerk ITEM: License and Permits for Approval: JF Tree Care, Holdingford, MN Legacy Tree Care, Maple Grove, MN Sign Art, Mendota Heights, MN TDB Builders, White Bear Lake, MN r Mechanical, Ham Lake, MN 1 Appliance Installation Plus, Cambridge, MN Jessica Medearis 4008 Foss Rd #202 10 US BANK ST. ANTHONY VILLAGE CHECK REGISTER VENDOR # PAYEE CHECK # DATE AMOUNT 8964 ACCLAIM BENEFITS 16201 11/9/2011 $49.00 9761 AMERICAN BOTTLING COMPANY 16202 11/9/2011 $103.80 9250 AMERICAN MESSAGING 16203 11/9/2011 $310.84 9577 ARTHOUSE 16204 11/9/2011 $603.99 8939 BEARCOM 16205 11/9/2011 $31.15 4293 BELLBOY CORP. 16206 11/9/2011 $11,844.50 9778 BERNICK'S 16207 11/9/2011 $763.96 8555 BIFFS,INC. 16208 11/9/2011 $192.00 9648 BOUND TREE MEDICAL LLC 16209 11/9/2011 $527.25 4662 BOURGET IMPORTS 16210 11/9/2011 $342.00 7253 BRAKE & EQUIPMENT WAREHOUSE 16211 11/9/2011 $84.74 4231 CAPITOL BEVERAGE SALES 16212 11/9/2011 $12,869.20 8652 CARTRIDGE CARE 16213 11/9/2011 $282.50 610 CATCO 16214 11/9/2011 $13.82 4080 CHISAGO LAKES DISTRIBUTING 16215 11/9/2011 $2,139.04 8814 CITY WIDE WINDOW SERVICE 16216 11/9/2011 $69.47 9209 CLOSE LANDSCAPE ARCHITEC 16217 11/9/2011 $350.55 4095 COCA COLA BOTTLING COMPANY 16218 11/9/2011 $577.88 9321 COMMERCIAL TRUCK & TRAIL 16219 11/9/2011 $835.96 4107 COMPTON'S COMMERCIAL CLN 16220 11/9/2011 $3,823.99 8736 CREATIVE FORMS & CONCEPT 16221 11/9/2011 $222.89 9820 CRYSTAL SPRINGS ICE 16222 11/9/2011 $442.79 7178 D -ROCK CENTER & SMALL ENGINES 16223 11/9/2011 $27.73 8557 DAILEY DATA & ASSOCIATES 16224 11/9/2011 $474.49 820 DORSEY & WHITNEY 16225 11/9/2011 $1,804.75 4135 ELECTRO WATCHMAN INC 16226 11/9/2011 $97.73 9061 EMERGENCY AUTOMOTIVE TEC 16227 11/9/2011 $153.19 8001 EMERGENCY MEDICAL PRODUCTS 16228 11/9/2011 $1,301.37 8697 EXTREME BEVERAGE 16229 11/9/2011 $341.50 9667 FLAT EARTH BREWING CO 16230 11/9/2011 $143.96 8238 FULLER/CHRIS 16231 11/9/2011 $53.56 1030 G & K SERVICES INC 16232 11/9/2011 $915.90 7335 GCR 16233 11/9/2011 $457.94 4172 GRAPE BEGINNINGS, INC. 16234 11/9/2011 $86.25 8221 HEDBACK, ARENDT, KOHL 16235 11/9/2011 $3,500.00 1505 HENNEPIN COUNTY SHERIFF 16236 11/9/2011 $446.83 9344 HENNEPIN TECHNICAL COLLEGE 16237 11/9/2011 $322.72 4207 HOHENSTEIN'S, INC 16238 11/9/2011 $3,796.35 8252 HOME DEPOT CREDIT SERVICE 16239 11/9/2011 $1,270.39 9865 HOSTWAY GLOBAL WEB SOLUT 16240 11/9/2011 $65.85 9225 HSBC BUSINESS SOLUTIONS 16241 11/9/2011 $192.35 8707 J. SPANJERS CO., INC. 16242 11/9/2011 $1,384.50 9048 JEFFERSON FIRE & SAFETY, 16243 11/9/2011 $3,889.46 4125 JJ TAYLOR DISTRIBUTING 16244 11/9/2011 $31,105.12 4220 JOHNSON BROTHERS LIQUOR 16245 11/9/2011 $17,023.86 11 US BANK ST. ANTHONY VILLAGE CHECK REGISTER 12 VENDOR # PAYEE CHECK # DATE AMOUNT 9926 KAHNKE BROTHERS TREE FARM 16246 11/9/2011 $262.91 9755 L.T.G. POWER EQUIPMENT 16247 11/9/2011 $134.40 9851 LAW ENFORCEMENT TECHNOLO 16248 11/9/2011 $264.77 2040 LILLIE SUBURBAN NEWSPAPER 16249 11/9/2011 $360.00 2100 MACQUEEN EQUIPMENT CO 16250 11/9/2011 $1,049.32 9823 MAILFINANCE 16251 11/9/2011 $80.16 2125 MALENICK/JOHN 16252 11/9/2011 $52.63 2240 METROPOLITAN COUNCIL 16253 11/9/2011 $43,541.89 8467 MIDWAY FORD 16254 11/9/2011 $52.97 9752 MINNEAPOLIS SAW COMPANY, 16255 11/9/2011 $74.63 9113 MINNESOTA CROWN DISTRIBU 16256 11/9/2011 $202.50 9927 MINNESOTA DEPT OF COMMER 16257 11/9/2011 $103.76 2360 MN CONWAY FIRE & SAFETY 16258 11/9/2011 $51.24 9517 MORRELL ENTERPRISES, LP 16259 11/9/2011 $595.20 2395 MTI DISTRIBUTING, INC 16260 11/9/2011 $76.81 9507 NEOPOST (SUPPLIES) 16261 11/9/2011 $229.77 8883 NEW FRANCE WINE COMPANY 16262 11/9/2011 $292.50 9812 NODLAND CONSTRUCTION CO 16263 11/9/2011 $1,000.00 8519 NORTHDALE CONSTRUCTION C 16264 11/9/2011 $208,267.89 9272 NORTHERN FACTORY SALES 1 16265 11/9/2011 $131.95 9523 NORTHSTAR INSPECTION SER 16266 11/9/2011 $8,668.73 45 OFFICE DEPOT 16267 11/9/2011 $448.49 8528 PACE ANALYTICAL SERVICES 16268 11/9/2011 $285.00 9615 PAETEC 16269 11/9/2011 $141.19 4354 PAUSTIS & SONS 16270 11/9/2011 $1,674.45 4360 PHILLIPS WINE & SPIRITS 16271 11/9/2011 $14,208.81 4372 PLUNKETT'S 16272 11/9/2011 $72.52 7057 PRAXAIR 16273 11/9/2011 $17.90 9139 PROPERTY KEY, INC. 16274 11/9/2011 $50.00 4385 QUALITY WINE CO 16275 11/9/2011 $14,856.34 3100 ROSEDALE CHEVROLET 16276 11/9/2011 $175.90 9680 SENSUS METERING SYSTEMS 16277 11/9/2011 $724.16 8725 SITARZ/MARK 16278 11/9/2011 $129.46 9843 SOUTHERN WINE & SPIRITS 16279 11/9/2011 $2,173.43 9259 SPRINT 16280 11/9/2011 $260.00 4782 ST ANTHONY VILLAGE CENTE 16281 11/9/2011 $1,644.33 9083 ST. ANTHONY RETAIL DEVEL 16282 11/9/2011 $1,708.45 3490 STREICHER'S 16283 11/9/2011 $387.95 4780 SURLY BREWING CO 16284 11/9/2011 $4,602.00 7337 TIMESAVER OFF SITE SECRE 16285 11/9/2011 $126.25 3560 TRACY PRINTING 16286 11/9/2011 $385.82 4490 VAL-PAK OF MINNESOTA 16287 11/9/2011 $800.00 8227 VERIZON WIRELESS 16288 11/9/2011 $879.85 4451 VINOCOPIA 16289 11/9/2011 $728.23 9702 W.D. LARSON COMPANIES LT 16290 11/9/2011 $121.05 8316 WINE COMPANY/THE 16291 11/9/2011 $694.10 US BANK ST. ANTHONY VILLAGE CHECK REGISTER 13 VENDOR# PAYEE 8310 WINE MERCHANTS INC 4175 WIRTZ BEVERAGE - (GRIGGS 9734 WIRTZ BEVERAGE MINNESOTA 8273 WSB & ASSOCIATES, INC. 2680 XCELENERGY CHECK # DATE AMOUNT 16292 11/9/2011 $2,415.09 16293 11/9/2011 $9,457.88 16294 11/9/2011 $12,413.62 16295 11/9/2011 $47,730.05 16296 11/9/2011 $12,782.72 TOTAL $502,926.19 i[! Em Report Date: Meeting Date: RF6Q- FSTEOR 00kNO7L 001\157DE77Z477ON November 8, 2011 November 8, 2011 Agenda Section: III. D. ITEM DESCRIPTION: Amending Resolution 11-069; Resolution to Approve A Request to Keep Four (4) Female Chickens in an R-1 Zoning District MANAGER'S REVIEW: 'This is an amendment to Resolution 11-069 that was approved at the October 25, 2011 City Council meeting. The original request from the resident was for four (4) female chickens. Also, note there has been additional language to not allow the keeping of male roosters. Jay Hartman Interim City Manager Attachments: • Resolution 11-069; Approve a Request to Keep Four (4) Female Chickens in an R-1 Zoning District. PAComtcil Meetings\2011A11082011Astaff chicken request amendment.doc CITY OF ST. ANTHONY STATE OF MINNESOTA RESOLUTION 11-069 RESOLUTION TO APPROVE A REQUF,ST TO KEEP FOUR (4) FEMALE CHICKENS IN AN R-1 ZONING DISTRICT WHEREAS, Staff received a request for information from Ms. Kay Steffenson, 2816 Coolidge Street NE, about whether or not the City allows chickens in the residential zoning district; and WHEREAS, The City of St. Anthony Code of Ordinances, Section 91.56,Keeping of Certain Animals, specifies that livestock, including chickens, require approval from the City Council; and WHEREAS, Ms. Steffenson has submitted a written request for approval from the City Council, as outlined in Subsection 91.56, to approve her request to keep chickens; and WHEREAS, Ms. Steffenson also stated that she has spoken with her neighbors and advised Staff that they are not opposed to her family keeping chickens; and WHEREAS, Ms. Steffenson described the enclosure that will house the chickens and that it will be kept in the fenced back yard; and WHEREAS, Hennepin County Environmental Health Division has stated that this matter is within the City's jurisdiction and authority; and WHEREAS, at the October 25, 2011 City Council meeting, the City Council approved Ms. Kay Steffenson to have three (3) female chickens; and WHEREAS, Ms. Kay Steffenson's original request was for four (4) female chickens. NOW, THEREFORE, BE IT RESOLVED, that the City of St. Anthony has reconsidered the request for approval to keep four (4) female chickens in an R-1 Zoning District with the stipulation the homeowner would not keep male roosters and do hereby approve this request from Ms. Kay Steffenson, dated November 8, 2011. Adopted this 8th day of November 2011. ATTEST: Mayor City Clerk Reviewed for administration: Interim City Manager 15 To: Jay Hartman — Interim City Manager Roger Larson — Finance Director From: Stacie Kvilvang Date: November 8, 201 I Subject: Refinancing of Public Facilities Lease Revenue Bonds, Series 2003 In 2003, the City issued $5,530,000 in lease revenue bonds to finance the construction of the Fire Station and Public Works Facility. The date on which these bonds can be called (refinanced or paid off) is February 1, 2013. However, the City has the ability to complete what is called an advance refunding on any bond issue, meaning you can refinance it prior to the call date, once in the life of the bond. We are recommending that these bonds be refinanced at some point in 2012 to allow the City to benefit from interest savings from converting the bonds from lease revenue bonds to GO bonds. In order to complete the refinancing at some future date, the City has to prepare a 5 -Year Capital Improvement Plan (CIP) for the refinancing and hold a public hearing to solicit comment and feedback from the community. Upon conclusion of the public hearing, the Council must approve the CIP via a 3/5th vote. At the October 25, 2011 City Council meeting, the Council set the public hearing date for November 8, 2011. Upon conclusion of the public hearing process, the City will be situated to refinance these bonds at any time in the future. At the time of refinancing, Ehlers will prepare a full pre -sale report outlining the terms of the financing and the estimated savings the City can expect. Please contact me at 651-697-8506 with any questions. E H L E RS 3060 Centre Pointe Drive _ Roseville, MN 55113-1105 LEADERS IN PUBLIC FINANCE Phone: 651-697-8506 Fax: 651-697-8555 skvilvang@ehlers-inc.com 2011 through 2015 Five -Year Capital Improvement Plan City of St. Anthony, Minnesota to E_HLE RS LEADERS IN PUBLIC FINANCE November 8, 2011 Prepared by: EHLERS & ASSOCIATES, INC. 3060 Centre Pointe Drive, Roseville, Minnesota 55113-1105 651-697-8500 FAX: 651-697-8555 WWW.EHLERS-INC.COM Table of Contents I. INI'RODUCTION............................................................................. ILPURPOSE.......................................................................................... III. THE CAPITAL IMPROVEMENT PLANNING PROCESS............ IV. PROJECT SUMMARY..................................................................... V. FINANCING THE CAPITAL IMPROVEMENT PLAN ................. PROPOSED CIP BOND ISSUES ................... PRE -SALE SCHEDULE ................................. 3 4 5 7 ...... 10 ... APPENDIX A ... APPENDIX B City of St. Anthony 2011-2015 Capital Improvement Plan Page 1 19 City of St. Anthony Five -Year Capital Improvement Plan 2011 through 2015 I. INTRODUCTION In 2003, the Minnesota State Legislature adopted a statute (Section 475.521, referred to herein as the "CIP Act") that allows cities to issue municipal bonds under a capital improvement plan without the usual referendum requirement (except for the "reverse referendum" provision described below). The CIP Act applies to capital improvements consisting of city halls, public works, and public safety facilities. The 2005 Legislature added towns to the meaning of a municipality and town halls and libraries to the meaning of a capital improvement under the CIP Act. Throughout this plan, the term "capital improvement" refers only to those improvements identified in the CIP Act, as summarized above. Capital expenditures for other public improvements in the City will be financed through other means, and are not governed by this plan. IL PURPOSE A capital improvement is a major expenditure of municipal funds for the acquisition or betterment to public lands, buildings, or other improvements used as a city hall, town hall, library, public safety, or public works facility, which has a useful life of 5 years or more. For the purposes of the CIP Act, capital improvements do not include light rail transit or related activities, parks, road/bridges, administrative buildings other than city or town hall, or land for those facilities. A Capital Improvement Plan ("CIP") is a document designed to anticipate capital improvement expenditures and schedule them over a five-year period so that they may be purchased in the most efficient and cost effective method possible. A CIP allows the matching of expenditures with anticipated income. As potential expenditures are reviewed, the municipality considers the benefits, costs, alternatives and impact on operating expenditures. The City of St. Anthony, Minnesota (the "City") believes the capital improvement process is an important element of responsible fiscal management. Major capital expenditures can be anticipated and coordinated so as to minimize potentially adverse financial impacts caused by the timing and magnitude of capital outlays. This City of St. Anthony 2011-2015 Capital Improvement Plan Page 2 0" coordination of capital expenditures is important to the City in achieving its goals of adequate physical assets and sound fiscal management. In these financially difficult times good planning is essential for the wise use of limited financial resources. The Capital Improvement Plan is designed to be updated on an annual basis. In this manner, it becomes an ongoing fiscal planning tool that continually anticipated future capital expenditures and funding sources. III. THE CAPITAL IMPROVEMENT PLANNING PROCESS The process begins with analysis of the City's five-year capital improvement needs and funding sources. The City may solicit input from citizens and other governmental units at an early stage, if desired. The City Council then directs staff or consultants to prepare a plan that sets forth the estimated schedule, timing and details of specific capital improvements by year, together with the estimated cost, the need for the improvement, and the sources of revenue for the improvement. The City Council then holds a public hearing on the CIP, with notice published not more than 30 days and not less than seven days for the hearing (except as described below). The Council may either approve the CIP immediately after the hearing, or based on input may make revisions and approve the CIP at a later meeting. If the CIP calls for general obligation bonds to finance certain improvements, the City Council must follow an additional set of procedures. The Council must hold a public hearing regarding issuance of the bonds. Notice of such hearing must be published in the official newspaper of the municipality at least 14, but not more than 28 days prior to the date of the public hearing. In addition, the notice may be posted on the City's official web site. ("The public hearings on the CIP and the bonds may be combined into a single hearing, in which case the notice requirements for bonds must be followed.) The Council must approve the sale of CIP bonds by a 3/5ths vote of its membership. However, the bonds are subject to the "reverse referendum" provision: if a petition signed by voters equal to at least five percent of the votes cast in the City in last general election is filed with the City Clerk within 30 days after the public hearing regarding the bonds, the bonds may not be issued unless approved by the voters (by a majority of those voting on the question). Further, the maximum debt service in any year on all outstanding CIP Bonds is .16% of the taxable market value of property in the City, using the market value for the taxes -payable year in which the bonds are issued. After the CIP has been approved and bonds have been authorized, the City works with its financial advisor to prepare a bond sale and repayment schedule. Assuming no petition for a referendum is filed, the bonds are sold, and when proceeds from the sale of the bonds (and any other identified revenue sources) become available, the expenditures for specified capital improvements can be made. City of St. Anthony 2011-2015 Capital Improvement Plan Page 3 21 In subsequent years, the process is repeated as expenditures are completed and as new needs arise. Capital improvement planning looks five or more years into the future from the date of the CIP. IV. PROJECT SUMMARY The only capital improvement contemplated in the five-year period of this plan (2011 through 2015) is acquisition of the City's existing Public Works Facility and Fire Station (the "Buildings"), through issuance of refunding bonds (referred to as the "CIP Bonds"). The St. Anthony Housing and Redevelopment Authority ("I -IRA") issued its $5,530,000 Public Facilities Lease Revenue Bonds, Series 2003 (the "Series 2003 Bonds") to finance construction of the Public Works Facility and Fire Station. The City leases the Building from the HRA, paying lease payments equal to debt service on the Series 2003 Bonds. The City has now determined to exercise its purchase option under the lease agreement with the HRA in order to acquire fee title to the Building and refund the Public Facilities Lease Revenue Bonds, Series 2003. The City proposes to finance the acquisition through issuance of CIP Bonds under the CIP Act and this CIP. The proposed CIP Bonds would be issued in 2011 or in a later year depending on market conditions, in a principal amount not to exceed $4,000,000. The expenditures to be undertaken with this CIP are limited to those listed below. All other foreseeable capital expenditures within the municipal government will come through other means. The following expenditures have been submitted for inclusion in this CIP: The CIP Act requires the City Council to consider eight factors in preparing the CIP 1. Condition of the City's existing infrastructure, including projected need for repair or replacement 2. Likely demand for the improvement 3. Estimated cost of the improvement 4. Available public resources 5. Level of overlapping debt in the City 6. Relative benefits and costs of alternative uses of funds 7. Operating costs of the proposed improvements 8. Alternatives for providing services most efficiently through shared facilities with other cities or local governments City of St. Anthony 2011-2015 Capital Improvement Plan Page 4 22 The City has considered the eight points as they relate to the Refunding of the Series 2003 Bonds through the issuance of CIP Bonds. The findings are as follows: Conditions of City Infrastructure and Need for the Project The Building currently exists, but the City has determined that it is financially prudent to acquire that facility from the HRA. Other than such acquisition, the City does not anticipate further repair or replacement of the Building in the 2011 through 2015 period. Demand for Project As noted above, the Building currently exists. Acquisition of the existing leased facility is prudent in order reduce City borrowing costs. Estimated Cost of the Project By issuing CIP Bonds that will refund the Series 2003 Bonds, the City expects to have a net present value savings of approximately $118,655 if they are issued as an advance refunding (in advance of the 2-1-13 call date). If they are issued as a current refunding (fall of 2012), then the City could expect to have a net present value savings of approximately $151,000. Either way, by issuing these as CIP Bonds, the need for a debt service reserve fund (DSR)will be eliminated. The original DSR was funded internally by the Water Filtration Fund and not through bond proceeds, thereby unrestricting these funds for other City needs. Availability of Public Resource The CIP Bonds for acquisition of the Building would be paid with ad valorem taxes, as are the lease payments that currently secure the Series 2003 Bonds. However, the CIP Bonds will be additionally secured by the City's full faith and credit, which is expected to produce lower interest rates on the CIP Bonds compared to the Series 2003 Bonds. Level of Overlapping Debt Issuance of the CIP Bonds is not expected to affect the City's overall debt in any significant way, other than through lowering debt service costs. City of St. Anthony 2011-2015 Capital Improvement Plan Page 5 Taxing District Hennepin County Not $ rTaxable Tax Capacity 1,476,968,856 i % in City 0.4031% Total GO Debt $ 674,430,000 Proportionate Share $ 2,718,646 Pamsey County $ 513,488,368 1 0.45610/o $ 192,770,000 1 $ 879,171 ISD No. 282 $ 9,825,497 84,4291% $ 24,680,000 $ 20,837,108 Metropolitan Council $ 3,312,665,183 0.2372% $ 213,645,000 $ 506,766 ThreeRiversPark District $ 1,082,056,515 0.5502% $ 71,045,000 1 $ 390,904 City's Share Total of Overlapping Debt $ 25,332,E Issuance of the CIP Bonds is not expected to affect the City's overall debt in any significant way, other than through lowering debt service costs. City of St. Anthony 2011-2015 Capital Improvement Plan Page 5 23 Relative Costs and Benefits of Alternative Uses of the Funds Refunding of the Series 2003 Bonds is expected to produce cost savings, which may free up revenues for alternative uses. Operating Costs of the Proposed Improvements The proposed refunding of the Series 2003 Bonds would reduce operating costs of the Building, to the extent current lease payments are converted to lower CIP Bond debt service payments. In other respects, no changes to operating costs are expected under this CIP. Options for Shared Facilities with Other Cities or Local Government Sharing either the public works facility or the fire station with another community is not an option. For the fire station, the provision of fire services relies on immediate response times in emergencies and having a shared facility outside of the community would seriously jeopardize response times and public safety. For the public works facility, the City needs adequate space to store their trucks and vehicles as well as have a facility to complete maintenance on them. In addition, all of the surrounding communities have their own facilities for both fire and public works. V. FINANCING THE CAPITAL IMPROVEMENT PLAN The total principal amount of requested expenditures under this Capital Improvement Plan is up to $4,000,000. This amount represents the maximum principal amount of CIP Bonds that may be issued to refund the Series 2003 Bonds. Principal and interest on the CIP Bonds will be paid through a tax levy over the term of the CIP Bonds, further described in Appendix A. In the financing of the Capital Improvement Plan, two significant statutory limitations apply. 1. Under Chapter 475, with few exceptions, municipalities cannot incur debt in excess of 3% of the assessor's taxable market value for the municipality. In the City, the taxable market value is $777,784,100. Therefore, the total amount of outstanding debt cannot exceed $23,333,523. These values are for 2010/11 tax year. As of October 31, 2011, the City has $7,195,000 subject to the legal debt limit (this amount includes the 2003 Bonds that are being refunded). As such, issuance of the CIP Bonds will be within the overall statutory debt limit for the City, whether the Bonds are issued as a current or advanced refunding. 2. A separate limitation under the CIP Act is that, without referendum, the total amount of principal and interest in any one year on all CIP Bonds issued by the City debt cannot exceed 0.16% of the total taxable market value in the municipality. In the City, that maximum annual debt service amount is City of St. Anthony 2011-2015 Capital Improvement Plan Page 6 24 $1,244,455 for the 2010/11 tax year ($777,784,100 x .0016). The annual principal and interest payments on the CIP Bonds proposed to be issued under this CIP will average approximately $428,488. As such, debt service on the CIP Bonds will be well within the annual limits under the CIP Act. Details regarding the proposed terms of the CIP Bonds under this CIP are shown in Appendix A. A schedule of events for approval of the CIP and issuance of the CIP Bonds is shown in Appendix B. Continuation of the Capital Improvement Plan This Capital Improvement Plan should be reviewed annually by the City Council using the process outlined in this Plan. It should review proposed expenditures, make priority decisions, and seek funding for those expenditures it deems necessary for the City. If deemed appropriate, the Council should prepare an update to this Plan. City of St. Anthony 2011-2015 Capital Improvement Plan Page 7 25 APPENDIX A PROPOSED CIP BOND ISSUE Sources & Uses Dated 12129120111 Delivered 12129/2011 ParAmount 'Total Sources $3,810,000.00 Uses Of Funds Interest Total Underwriter's Discount (1250%) _ _ 47,625.00 Costs of issuance .. �.. .. _._ 45,000.00 Deposit to Crossover lscrow Pwrd 3,714,893.81 I2oundmg Amount 2,481.19 'fetal Uses .. _... _.. __ .. .... _. _ ..$3,810,000.00 Debt Service Schedule Date Principal Coupon Interest Total P+I Fiscal Total 12/29/2011 08/01/2012 - - 48,303.61 48,303.61 - 02/01/2013 - - 41,012.50 41,012.50 89,31611 08/01/2013 - - 41,012,50 41,012,50 02/01/2014 300,00000 0750% 41,01250 341,012.50 382,025.00 08/01/201439,88750 39,887.50 - 02/01/2015 305,000.00 1,100% 39,887.50 344,887.50 384,775,00 08/01/2015 - - 38,210.00 38,210.00 02/01/2016 310,000.00 1.400% 38,210.00 348,210.00 386,420.00 08/01/2016 - 36,040.00 36,010.00 - /Ol/20 02i7 320,000.00 1.600% 36,040.00 .___. 356,04000 . _. 392,080.00 08/01/2017 - - 33,480.00 33,480.00 - 02/01/2018 330,000.00 1.850% 33,480.00 363,480.00 396,960.00 08/01/2018 - - 30,427.50 30,427.50 - 02/01/2019 34000000 2100% 30,427.50 370,427.50 400,855.00 08/01/2019 - - 26,85750 26,857.50 02/01/2020 350,000.00 2.350% 26,857.50 376,857.50 403,715.00 08/01/2020 - - 22,745.00 22,745.00 - 02/01/2021 365,000.00 2550% 22,745.00 387,745.00 410,490.00 08/01/2021 - - 18,091.25 18,091.25- 02/OI/2022 380,000.00 2.750% 18091.25 398,09125 416182.50 08/01/2022 - - 12,866.25 12,866.25 - 02/01/2023 395,000.00 3.1000/. 12,866.25 407,866.25 420,732.50 08/01/2023 - - 6,743.75 6,743.75 - 02/01/2024415,000.00 3,250% ,------ ,...._._,____ -------6,743.75421,743.75 428,487.50 Total $3,810,000.00 - $702,038.61 $4,512,038.61 - City of St. Anthony 2011-2015 Capital Improvement Plan Page 8 OW APPENDIX B Pre -Sale Schedule dated November 8, 2011 5- Year City Capital Improvement Plan Bond Issuance City of St. Anthony, Minnesota The City Council must take the following actions before Bonds can be issued: • City Council directs completion of the 5 -Year Capital Improvement Plan. • City Council conducts a Public Hearing on issuance of Bonds and Capital Improvement Plan. • City Council approves CIP Bonds and Capital Improvement Plan by at least a 3/5ths vote of the governing body membership . The table below lists the steps in the issuing process: 10/25/2011 City Council adopts Resolution calling for Public Hearing on the Capital Improvement Plan and the Annual Levy Limit issuance of Capital Improvement Plan Bonds to refund the 2003 HRA Lease Revenue Bonds. 10/14/2011 Close date to get Notice of Public Hearing on issuance of Bonds and on Capital Improvement Plan to official newspaper for publication. 10/20/2011 Publish Notice of Public Hearing on issuance of CIP Bonds and on Capital Improvement Plat (publication no more than 28 days and no less than 14 days prior to hearing date). Additionally, notice may be posted on the City's official web site, if any (Ehlers and Dorsey to coordinate). Multiply by 3% 0.03Multiply 11/08/2011 City Council holds Public Hearing at 8:00 p.m. on CIP Bonds and on Capital Improvement Plan and adopts Resolution giving preliminary approval for their issuance and approving Capital Improvement Plan by at least a 3/5ths vote of the governing body membership. 12/08/2011 Reverse referendum period ends to issue CIP Bonds (within 30 days of the public hearing). Statutory Levy Limit 1,244,455 Net Debt Limit Annual Levy Limit Assessor's Taxable Market Value 777,784,100 1Assessors Taxable Market Value 777,784,100 Multiply by 3% 0.03Multiply by .16% 0.0016 Statutory Debt Limit 23,333,523 Statutory Levy Limit 1,244,455 Less: Debt Paid Solely from Taxes (7,195,000) Less: Annual Levy under CIP (428,488) Unused Debt Limit 16,138,523 Unused Levy Limit 815,967 City of St. Anthony 2011-2015 Capital Improvement Plan Page 9 27 City of St Anthony MN $2,215,000 G.O. Refunding Bonds, Series 2011 Dated: December 29, 2011 Proposed Current Refunding of Series 2004A & 2005A Hennepin Cty Rates from 11/1/11 sale + 10 Basis Points Total Issue Sources And Uses Dated 12/2912011 i Delivered 1212912011 PropOsed Current Relundin I Issue Summary 1 11112011 1 11:31 AM FREERS LEADERS IN PUIIL IC FINANCE Proposed Proposed Current Current Refunding of Refunding of Issue — Series 2004A Series 2005A Summary Sources Of Funds Par Amount of -Bonds ,_ _ $1,065,00000. $1,150,00000 _ _ $2,215,000.00_ Total Soirees $1,065,000.00 $1,150,000.00 $2,215,000,00. Uses Of Funds 'Total Underwriter's. Discount (0.800%) 8,520 00 9,200,00 17,720.00 Costs of Issuance 16,82844 18,17156 35,000.00 Deposit to Current Refunding Fund 1,035,000 00 1,125,000 00 2,160,000.00 Rounding Amount_ _.. 4,65156 _. (2,37156). 2,280.00. Total Uses __. _.. _S1,065,000.00__. $1,150,000.00 _...._ $2,215,000.00_ PropOsed Current Relundin I Issue Summary 1 11112011 1 11:31 AM FREERS LEADERS IN PUIIL IC FINANCE City of St Anthony, MN $2,215,000 G.O. Refunding Bonds, Series 2011 Dated: December 29, 2011 Proposed Current Refunding of Series 2004A & 2005A Hennepin Cty Rates from 11/1/11 sale + 10 Basis Points Debt Service Schedule Date Principal Coupon Interest Total P+I fiscal Total 12/29/2011 2,0201227% Prue Interest Cos S I TIC __ 2,0197121%_ Bond Yieldfor Arbitrage Put poses 18466797% All Inclusive Cost(AIC) __ _. _. 08/01/2012 - - 20,100.25 20,100.25 ,Weighted Average.Maturity - 02/01/2013 250,000.00 0.550% 17,066.25 267,066.25 287,166.50 08/01/2013 - - 16,378.75 16,378.75 - 02/01/2014 25.5,00000 07.50%. _16,37875 287,757.50 08/01/2014 - - 15,422.50 .271,37875 15,422.50 02/01/2015 260,000.00 1.100% 15,422.50 275,422.50 290,845.00 08/01/2015 - - 13,992.50 13,992.50 - 02/01/2016 255,000.00 1.400% 13,992.50 268,992.50 282,985.00 08/01/2016 - 12,207 50 12,207 50 - 02/01/2017 260,00000 1.600%. 12,207.50 272,207.50 284,415.00 08/01/2017 - - 10,12250 10,127.50 - 02/01/2018 265,000.00 1.850% 10,127.50 275,127.50 285,255.00 08/01/2018 - - 7,676.25 7,676.25 - 02/01/2019 265,00000 2100% 7,67625272,67625 280,352.50 08/01/2019 - - 4,893 75. 4,893.75 - 02/01/2020 270,000.00 2.350% 4,893.75 274,893.75 279,787.50 08/01/2020 - - 1,721.25 1,721.25 - 02/01/2021 135,000.00 2.550% 1,721.25 136,721.25 138,442 50 'total $2,215,000.00 - $202,006.50 $2,417,006.50 - Yield Statistics Bond Year Dollars,. ,... _,.,.. _ $19,876,89 Average Coe 4911 Years Average Coupon._. ....__ ._.. 1.8572085% e_t merest Cost (NIC) _ - — — 2,0201227% Prue Interest Cos S I TIC __ 2,0197121%_ Bond Yieldfor Arbitrage Put poses 18466797% All Inclusive Cost(AIC) __ _. _. 23672237% IRS Form 8038 Net Interest Cost 1.5572085%_ ,Weighted Average.Maturity 4.911 Years Prorated Current Refundin I Issue Summary 1 11/ 1/2011 1 11'81 AM ,EHLERS LEADERS IN PUBLIC -INANU City of St Anthony, MN $2,215,000 G.O. Refunding Bonds, Series 2011 Dated: December 29, 2011 Proposed Current Refunding of Series 2004A & 2005A Hennepin Cty Rates from 11/1/11 sale + 10 Basis Points Debt Service Comparison Date Total P+1 Net New D/S Old Net DIS Savings 02/01/2012 - (2,280.00) - 2,280.00 02/01/2013 287,166.50 287,166.50 308,312.50 21,146.00 02/01/2014 287,757.50 287,757.50 309,985.00 22,227.50 02/01/2015 290,845.00 290,845.00 311,170.00 20,325.00 02/01/2016 _ .. 282,985 00 282,985.00 306,732.50 23,747.50 02/01/2017 284,415,00 284,415.00 306,862.50 22,447.50 02/01/2018 285,255.00 285,255.00 306,335.00 21,080.00 02/01/2019 280,352.50 280,352.50 305,195.00 24,842.50 02/01/2020 279,787.50 279,787.50 303,427.50 23,640.00 02/01/2021 138,442 50 138,442 50 151,017.50 12,575,00 Total $2,417,006.50 $2,414,726.50 $2,609,037.50 $194,311.00 PV Analysis Summary (Net to Net) Gross PV Debt Service Savings...._ _..._ 176,515.27 Net PV Cashltow Savings (n} 1.847%(Bond Yield) __. 176,515.27 Contingency or Rounding Amount,. 2,280.00 Net Present Value Benefit ,., _.. ,,.., $178,795.27 Net PV Benet t / $2,391,515 27 PV Refunded Debt Service Net PV Benefit /.$2,160,000 Refunded Principal, - Ne( PV Benefit / $2,215,000 Refunding Principal.. Refunding Bond Information Refunding Dated Date Refunding Delivery Date Proposer! Current Refundin I Issue Summary 1 11/ 112011 1 11:31 AM EHLERS LEADERS IN PUBLIC FINANCE 7.476 8.278% 8.072% 12/29/2011 12/29/2011 29 City of St Anthony. MN $2,215,000 G.O. Refunding Bonds, Series 2011 Dated: December 29, 2011 Proposed Current Refunding of Series 2004A & 2005A Hennepin Cty Rates from 11/1/11 sale + 10 Basis Points Current Refunding Escrow Date Principal Rate Receipts Cash Disbursements Balance 12/29/2011 02/01/2012 2,160,000.00 - 2,160,000.00 2,160,000.00 _ 'fatal $2,160,000.00 - $2,160,000.00 $2,160,000.00 _ Investment Parameters Investment Model jPy, GIC, or Sccuuhesl Default nrvesnnent yield target____ . Securities Unrestricted Cost of Invesnnents Purchased with Bond Proceeds 'total 2,160,000 00 Cost of lnveshncnls $2,160,000.00 Target Cost of lnveslntents at bond yield ..___ . $2,156,473.53 Actual positive or(neganve) arbitrage (3,526A7), Yield to Receipt -- - Yield for Arbitrage Purposes _ ,...,,.. 1.8466797% State and Local Government Series (SLGS) )ales for Proposed Current Refun0in I Issue Summary 1 11112011 1 11:31 AM EHLERS LEADERS IN PUBLIC FlNANCE _._ _... 11/01/2011 30 St Anthony, MN $1,065,000 Proposed Current Refunding of Series 2004A Debt Service Schedule Date Principal Coupon Interest Total P+I Fiscal Total 12/29/2011 - - 08/01/2012 - - 9,196.97 9,196.97 - 02/01/2013 130,000.00 0.550% 7,808.75 137,808.75 147,005.72 08/01/2013 - - 7,451.25 7,451.25 - 02/01/2014 135,00000 _.. 0750% 7,45125 142,45125 149,902.50 08/01/2014 - - 6,945.00 6,945.00 - 02/01/2015 135,000.00 1.100% 6,945.00 141,945,00 148,890.00 08/01/2015 - - 6,202.50 6,202.50 - 02/01/2016 130,000.00 1.400% 6,202.50 136,202.50 142,405.00 08/01/2016 - 5,29250 5,29250 02/01/2017 130,000.00 1.600% 5,292.50 135,292.50 140,585.00 08/01/2017 - - 4,252.50 4,252.50 - 02/01/2018 135,000.00 1.850% 4,252.50 139,252.50 143,505.00 08/01/2018 - - 3,003.75 3,003.75 - 02/01/2019 135,00000 2100%_... ...3,00375 138,00375 141,007.50.. 08/01/2019 - - 1,586.25 1,586.25 _. _.,. - 02/01/2020 135,000.00 2.350% 1,586.25 136,586.25 138,172.50 Total $1,065,000.00 - $86,473.22 51,151,473.22 - Yield Statistics Bond Year Dollars_ Average Life Average Coupon Net Interest Cost (NIC) Prue Interest Cost (TIC) _ BondYield Tor Arbitrage Purposes. All Inclusive Cost (AIC) IRS Form 8038 Weighted Average_ Maturity Proposed Current Refundin I Proposed Current Refundin I 1111120111 11:31 AM EHLERS LEADERS IN PUBLIC FINANCE 4.605 Years 1.7630805% 1.9367926% ....... ---- .- 1.8466797% 2.3061.23 1% 31 32 St Anthonv. MN $1,790,000 G.O. Improvement Bonds, Series 2004A Prior Original Debt Service Date Principal Coupon Interest Total P+I Fiscal Total 02/01/2012 - - 08/01/2012 - - 22,137.50 22,137.50 - 02/01/2013 115,000.00 4.000% 22,137.50 137,137.50 159,27500 08/01/2013 - - 19,837.50 19,83250 - 02/01/2014 120,000004000% ,19,83750 139,83750 159,675.00 08/01/2014 - - 17,437.50 17,437.50 - 02/01/2015 125,000.00 4.100% 17,437.50 142,437.50 159,875.00 08/01/2015 - - 14,875.00 14,875.00 - 02/01/2016 125,000.00 4200% 14,875.00 139,875.00 154,750,00 08/01/2016 - - _12,25000 _12,25000 - 02/01/2017 130,000.00 4.300% 12,250.00 142,250.00 154,500.00 08/01/2017 - - 9,455.00 9,455.00 - 02/01/2018 135,000.00 4.400% 9,455.00 144,455.00 153,910.00 08/01/2018 - - 6,485.00 6,485.00 - 02/01/2019 140,000 00 4 500%_ _ _ _ _ 6,485 00 _ 146,485 00 _. _ 152,970.00. 08/01/2019 - - 3,335.00 3,335.00 02/01/2020 145,000.00 4.600% 3,335.00 148,335.00 151,670.00 Total $1,035,000.00 - S211,625.00 51,246,625.00 - Yield Statistics ase date for Avg. Life & Avg.. Coupon Calculation _ 12/29/2011 Average Life..... _. _. 4.756 Years Average Coupon _.,...,,, .._ _ _ 4.2995733% Weighted Average Maturity(Parltasls) ..,_._ _..._. 4.756 Years. Refunding Bond Information Refunding Dated Date 12/29/2011 Refunding Delivery Date _... _. 12/29/2011.. Ser04A$1.79MGOImp B4$ 1 SINGLEPURPOSE 1 11/1/2011 111:31AM EHLERS LCADCRS IN PUBLIC FINANCE 33 St Anthony, MN $1,065,000 Proposed Current Refunding of Series 2004A Debt Service Comparison Date Total P+I Net New D/S Old Net DIS Savings 02/01/2012 - (4,651.56) - 4,651.56 02/01/2013 147,005.72 147,005.72 159,275.00 12,269.28 02/01/2014 149,902.50 149,902.50 159,675.00 9,772.50 02/01/2015 148,890.00 148, 890.00 159,875.00 10,985.00 02/01/2016 142,40500 142,405.00 _ 154,75000 12,345.00 02/01/2017 140,585.00 140,585.00 154,500.00 13,915.00 02101/2018 143,505.00 143,505.00 153,910.00 10,405.00 02101/2019 141,007.50 141, 007.50 152,970, 00 11,962.50 02/01/2020 138,172.50 138,172,50 151,670.00 13,49T50 50 Total $1,151,473.22 $1,146,821.66 $1,246,625.00 $9980334 PV Analysis Summary (Net to Net) Gross PV Debt Service Savings .,.................. ,.,.. „ ,,. ,..... 87,906.05. Net PV Cashnow Savings n, 1.847%(Bond Yield) _ _ _ __. 87,906.05 Confingency to Rounding Amount.. _.... 4,651.56 Net Present Value Benefit _... $92,557.61 Net PV 13cnefil /,$1,148,600 92 PV Refunded Debt Service 8.058% Net PV Benefit S1,0315,000 Refunded Principal.... ._... _.... 8.943% Net PV Benefit $1,065,000 Refunding Principal. - 8.691% Refunding Bond Information Refunding Dated Date _..,_ __. ,,.. _. 12/29/2011 Refunding Delivery Date - 12/29/2011 Proposed Current Refundin I Proposed Current Refundin 1 11/ 1/2011 1 11: 31 AM EHLERS LEADERS IN PUBLIC FlNNNCf. 34 St Anthony, MN $1,790,000 G.O. Improvement Bonds, Series 2004A Debt Service To Maturity And To Call Yield Statistics Base date for Avp._Life & Avg, Coupon Calculation Average Life Average Coupon Weighted Average Matunty (Par BasS) 12/29/2011 4.756 Years 4.756 Years Refunding Bond Information Refunding Dated Date _. ,. _.... ,. . ,,. 12/29/2011 Refunding Delivery Date 12/29/2011 Ser 09A $1.79M GO Imp Res I SINGLE PURPOSE 1 1111/2011 1 11:31 AM EHLERS LEADERS IN PUBLIC FINANCE Refunded Refunded Date Bonds D/S To Call Principal Coupon Interest D/S Fiscal Total 12/29/2011 02/01/2012 1,035,000.00 1,035,000.00 - - _ _ 08/01/2012 - - - - 22,137.50 22,137.50 - 02/01/2013 - - 115,000,00 4.000% 22,137.50 137,137.50 159,275.00 08/01/2013 1 __ -_._ ,. 19,837 50 19,837.50 - 02/01/2014 - - 120,000.00 4.000% 19,837.50 139,837.50 159,675.00 08/01/2014 - - - - 17,437.50 17,437.50 - 02/01/2015 - - 125,000.00 4.100% 17,437.50 142,437.50 159,875.00 08/01/2015 - - - - 14,875.00 14,875.00 - 02/01/20I6 - - 125,000 00 4.200% 14,875 00 139,875.00 154,750.00 08/01/2016 - - - - 12,250.00 12,250.00 - 02/01/2017 - - 130,000.00 4.300% 12,250.00 142,250.00 154,500.00 08/01/2017 - - - - 9,455.00 9,455,00 - 02/01/2018 - - 135,000.00 4.400% 9,455.00 144,455.00 153,910.00 08/01/2018 _ _.. -_. ,. 6,48500 6,485.00 - 02/01/2019 - - 140,000.00 4.500% ,. 6,485.00 __. 146,485.00 152,970.00 08/01/2019 - - - - 3,335.00 3,335.00 - 02/01/2020 - - 145,000.00 4.600% 3,335.00 148,335.00 151,670.00 Total $1,035,000.00 $1,035,000.00 $1,035,000.00 - $211,625.00 $1,246,625.00 - Yield Statistics Base date for Avp._Life & Avg, Coupon Calculation Average Life Average Coupon Weighted Average Matunty (Par BasS) 12/29/2011 4.756 Years 4.756 Years Refunding Bond Information Refunding Dated Date _. ,. _.... ,. . ,,. 12/29/2011 Refunding Delivery Date 12/29/2011 Ser 09A $1.79M GO Imp Res I SINGLE PURPOSE 1 1111/2011 1 11:31 AM EHLERS LEADERS IN PUBLIC FINANCE St Anthony, MN $1,150,000 Proposed Current Refunding of Series 2005A Debt Service Schedule Date Principal Coupon Interest Total P+I Fiscal Total 12/29/2011 08/01/2012 - - 10,903.28 10,903.28 - 02/01/2013 120,000.00 0.550% 9,257.50 129,257.50 140,160.78 08/01/2013 - - 8,927.50 8,927.50 - 02/01/2014 120,000 00 _ 0,750% _ _ 8,927 50 128,927 50 137,855.00 08/01/2014 8,477.50 - 8,477.50.-- 02/01/2015 125,000.00 1.100% 8,477.50 133,477.50 141,955.00 08/01/2015 - - 7,790.00 7,790.00 - 02/01/2016 125,000.00 1.400% 7,790.00 132,790.00 140,580.00 08/01/2016 _ - _,...,.. 6,915 00 6,915.00 - 02/01/2017 130,000.00 1.600% 6,915.00 136,915.00 _ 143,830.00 08/01/2017 - - 5,875.00 5,875.00 - 02/01/2018 130,000.00 1.850% 5,875.00 135,875.00 141,750.00 08/01/2018 - - 4,672.50 4,672.50 02/01/2019 130,00000 2100% 4,67250 _. .3,307.50 134,67250 139,34500 08/01/2019 - ...... ..3,30750 ....... _.__._. 02/01/2020 135,000,00 2.350% 3,307.50 138,307.50 141,615.00 08/01/2020 - - 1,721.25 1,721.25 - 02/01/2021 135,000.00 2.550% 1,721.25 136,721.25 50 138,44150 Total 81,150,000.00 - $115,533.28 $1,265,533.28 - Yield Statistics IRS Form 8038 Weighted. Average Maturity_ Proposed Current Refund in I Proposed Current Refund in 1 11/112011 1 1131 AM EHLERS t EAURS IN PUBLIC fINANCE $5,97222 5.193 Years 2.0885572% 2.0874878% 1.8466797 5.193 Years 35 St Anthony, MN $1,695,000 G.O. Improvement Bonds, Series 2005A Prior Original Debt Service Date Principal coupon Interest Total P+I Fiscal Total 02/01/2012 - _ _ - 08/01/2012 - - 22,018.75 22,018.75 - 02/01/2013 105,000.00 3.550% 22,018.75 127,018.75 149,037.50 08/01/2013 - - 20,155.00 20,155.00 - 02/01/2014 110,000 00 3.650% _20,155 00 _ 130,155 00 150,310:00 08/01/2014 - - 18,14750 18,14750 - 02/01/2015 115,000.00 3.750% 18,147.50 133,147.50 151,295,00 08/01/2015 - - 15,991.25 15,991.25 - 02/01/2016 120,000.00 3.850% 15,991.25 135,991.25 151,982.50 08/01/2016 __. - 13,68125 13,68125 - 02/01/2017 125,000.00 3950% 13,681,25 138,681,25 152,362.50 08/01/2017 - - 11,212.50 11,212.50 - 02/01/2018 130,000.00 4.000% 11,212.50 141,212,50 152,425.00 08/01/2018 - - 8,612.50 8,612.50 02/01/2019 135,000.00 4.050% _ _ 8,612 50 143,612 50 152,225.00 08/01/2019 - - 5,878 75 5,87835 02/01/2020 140,000.00 4.100% 5,878.75 145,878.75 151,757.50 08/01/2020 - - 3,008.75 3,008.75 - 02/01/2021 145,000.00 4.150% 3,008,75 148,008.75 151,017.50 Total 51,125,000.00 - S237,412.50 $1,362,412.50 - Yield Statistics Base date for Avg._ Life & Avg Coupon Calculation Average Life ___ Average Coupon, _ Weighted Average Maturity (Par Basis) Refunding Bond Information Refunding Dated Date ]Refunding Delivery Date Ser 05A $1.695M GO IMP &1 1 SINGLE PURPOSE 1 11/112011 1 11:31 AM EHLERS LMERS IN PUBIC FINANCE: 12/29/2011 _ 5.356 Years 39404564%_ 5.356 Years 12/29/2011 ...... 12/29/2011 Iry 37 St Anthony, MN $1,150,000 Proposed Current Refunding of Series 2005A Debt Service Comparison Date Total P+I Net New DIS Old Net D/S Savings 02/01/2012 - 2,371.56 _ (2,371.56) 02/01/2013 140,160.78 140,160.78 149,037.50 8,876.72 02/01/2014 137,855.00 137,855.00 150,310.00 12,455.00 02/01/2015 141,955.00 141,955.00 151,295.00 9,340.00 02/01/2016 140,580l. 00 140,580.00 151,982.50 11,402.50_ 02/01/2017 143,830.00 143,830.00 152,362.50 8,532.50 02/01/2018 141,750.00 141,750.00 152,425.00 10,675.00 02/01/2019 139,345.00 139,345.00 152,225.00 12,880.00 02/01/2020 141,615.00 141, 615.00 151,757.50 10,142.50 02/01/2021 _ 138,442 50 138,442.50 151,017.50 12,575 00 Total $1,265,533.28 $1,267,904.84 $1,362,412.50 $94,507.66 PV Analysis Summary (Net to Net Gross PV Debt Service Savings...._ _- -. _.. -...- ... - _-... -.,-. 88,609.23_. Net PV Caslilow Savings 1.847%(Bond Yield) __.. _., - -._-..-....,_ -. -... -.88,609.23 Contingency or Rounding Amount,. _..-.. (2,371.56). Net Present Value Benefit _., _... _... -..-.. _,.. $86,237,67 Net PV Benefit / $1,242,914.35 PV Refunded Debt Service 6.938% Net PVBenefit/$1,125,OOORefunded Principal,.. -_ --- - 7.666% Net.PV13cnefit/$1,150,00ORefunduig Principal,. _.. _..,... -.... 7.499% Refunding Bond Information Refunding Dated Date 12/29/2011 Refunding Delivery Date -. _. __.. _.. _ _ 12/29/201.1 Proposed Current Refundin I Proposed Current Refundin I i t/ 112011111:31 AM EHLERS If AO[NS IN PUBLIC FINANCE St Anthony, MN $1,695,000 G.O. Improvement Bonds, Series 2005A Debt Service To Maturity And To Call Yield Statistics Base date for Avg Lite & Avg. Coupon Calculation --__- Refunded Average Life 5.356 Years Average Coupon_.... 39404564%0 - Refunded - 5 356 Years Date Bonds DIS To Call Principal Coupon Interest D/S Fiscal Total 12/29/2011 02/01/2012 1,125,000.00 1,125,000.00 - - _ _ _ 08/01/2012 - - - - 22,018.75 22,018.75 - 02/01/2013 - - 105,000.00 3.550% 22,018.75 127,018.75 149,037.50 OR/Ol/20t3 - - 201155.00 20,155.00 - 02/01/2014 - - 110,000.00 3.650°% 2,155.00 130,155.00 150,310.00 08/01/2014 - - - - 18,147.50 18,147.50 - 02/01/2015 - - 115,000.00 3.750% 18,147.50 133,147.50 151,295.00 08/01/2015 - - _ 15,99125 15,991.25 - 02/01/2016 - --- - 120,00000 -- 3850% - 15,99125 135,991_,25 151,982.50 08/01/2016 - 13,681.25- 13,681.25 -- 02/01/2017 - - 125,000.00 3.950% 13,681.25 138,681,25 152,362.50 08/01/2017 - - - - 11212.50 11,212.50 - 02/01/2018 - - 130,000.00 4.000% 11,212.50 141,212.50 152,425.00 08/01/2018 - -.-.. -.. _..., 8,61250 8,612,50 - 02/01/2019 - - 135,000.00 4,050% 8,612.50 143,612.50 152,225.00 08/01/2019 - - - - 5,878.75 .5,878.75 - 02/01/2020 - - 140,000.00 4.100% 5,878.75 145,878.75 151,757.50 08/01/2020 - - - - 3,008.75 3,008.75 - 02/01/2021 - 145,00000 4150% 3,00875 148,008.75 151,017.50 Total $1,125,000.00 $1,125,000.00 $1,125,000.00 - $237,412.50 $19362,412.50 - Yield Statistics Base date for Avg Lite & Avg. Coupon Calculation --__- 12/29/2011 Average Life 5.356 Years Average Coupon_.... 39404564%0 - Wcighted Average Ma uvuy (Par I3as1s) - 5 356 Years Refunding Bond Information Refunding Delivery Date Ser 05A $1.695M GO Imp en 1 SINGLE PURPOSE 1 11/ 112011 1 11:31 AM EHLERS____ LEADERS IN PUBLIC fINANCIf 12/29/2011 1. IN 39 CITY OF ST. ANTHONY STATE OF MINNESOTA RESOLUTION 11-070 RESOLUTION GIVING PRELIMINARY APPROVAL, TO THE ISSUANCE OF GENERAL OBLIGATION CAPITAL IMPROVEMENT PLAN BONDS IN AN AMOUNT NOT TO EXCEED $4,000,000 AND ADOPTING THE CITY OF ST. ANTHONY, MINNESOTA, CAPITAL IMPROVEMENT PLAN FOR THE YEARS 2011 THROUGH 2015 WHEREAS, the City Council of the City of St. Anthony, Minnesota (the "City") proposes to issue its general obligation capital improvement plan bonds (the "Bonds") and adopt the City of St. Anthony, Minnesota, Capital Improvement Plan for the Years 2011 Through 2015 (the "Plan"); and WHEREAS, the City has caused notice of the public hearing on the intention to issue the Bonds and on the proposed adoption of the Plan to be published pursuant to and in accordance with Minnesota Statutes, Section 475.521; and WHEREAS, a public hearing on the intention to issue the Bonds and on the proposed Plan has been held on this date, following published notice of the public hearing as required by law; and WHEREAS, in approving the Plan, the City Council considered for each project and for the overall Plan: The condition of the City's existing infrastructure, including the projected need for repair and replacement; The likely demand for the improvement; The estimated cost of the improvement; The available public resources; The level of overlapping debt in the City; The relative benefits and costs of alternative uses of the funds; Operating costs of the proposed improvements; and Alternatives for providing services more efficiently through shared facilities with other local governmental units; and WIIEREAS, the City Council has determined that the issuance of general obligation capital improvement plan bonds in the aggregate principal amount of up to $4,000,000 is the best way to finance the capital improvements identified in the Plan. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of St. Anthony, Minnesota, that the City hereby adopts the Plan and authorizes the issuance of up to $4,000,000 aggregate principal amount of general obligation capital improvement plan bonds. Adopted this 8th day of November, 2011. ATTEST: City Clerk Reviewed for administration: Mayor Interim City Manager ,s EHLERS LEADERS IN PUBLIC FINANCE November 8, 2011 Pre -Sale •ofor $2,215,000 General Obligation Refunding Bonds,eies 2011 B City of Anthony,- • Debt Issuance Servicen www,ehlers-inc,com Minnesota phone 651-697-8500 3060 Centre Pointe Drive Offices also in Wisconsin and Illinois fax 651-697-8555 Roseville, MN 55113-1122 Debt Issuance ServicE9 Details of Proposed Debt Proposed Issue: $2,215,000 General Obligation Refunding I3onds, Series 2011B Purpose: The 2011B GO Improvement Bonds are a current refunding of the 2004A and 2005A GO hnprovement Bonds, both of which are callable on February 1, 2012. The 2004A Bonds were originally issued in the amount of $1,790,000 with remaining coupon rates ranging from 4.00% to 4.60%. The refunding principal amount will be $1,065,000 with the same term (ending on February 1, 2020) and the new rates are estimated to be .55% to 2.35%. The 2005A Bonds were originally issued in the amount of $1,695,000 with remaining coupon rates ranging from 3.55% to 4.15%. The refunding principal amount will be $1,150,000 with the same term (ending on February 1, 202 1) and the new rates are estimated to be .55% to 2.55%. Authority: The Bonds are being issued pursuant to Minnesota Statues, Chapter 429 and 475. Funding Source(s): These Bonds will be paid from the same source of payment originally pledged to them (special assessments and tax levy). Risk Factors: We have not assumed any pre -paid special assessments. If the City receives a significant amount of pre -paid assessments, it may need to increase the levy portion of the debt service to make up for lower interest earnings than the expected assessment interest rate on the prior bonds. Arbitrage Monitoring: The IRS is becoming more active in surveying municipal issuers. Therefore, IRS rules regarding the amount of interest that the City may earn on bond proceeds is more of a concern. Because the City is issuing less than $5,000,000 in this calendar year (GO Improvement Portion of the Bonds), the proceeds can earn interest without restriction for three years. The City will also need to keep its debt service funds within IRS parameters to avoid penalties on carrying too high of a balance during the life of the issue. It should be noted that pre -paid special assessments may cause the Debt Service Fund to be higher than IRS parameters. Rating: It is anticipated that Standard and Poor's will rate the Bonds a "AA". Presale Report November 8, 2011 Page 2 Debt Issuance Servicm [__f..�..— ---- – ..........-- -- — - -----–--- --------- Bank Qualification: Because the City is issuing less than $10,000,000 in the calendar year, the City will be able to designate the I3onds as "bank qualified" obligations. Bank qualified status broadens the market for the Bonds, which can result in lower interest rates. Term/Call Feature: The 2011B Bonds are being issued for a 9 -year period. Interest is payable each six months. Principal on the 2011B Bonds will be due on February 1 in the years 2013 through 2021 (2004A will be paid off in 2020). The Bonds maturing February 1, 2020, and thereafter will be subject to prepayment at the discretion of the City on February 1, 2019. Other Based on current coupon rates, the estimated cash flow savings as a result Considerations: of this current refunding of the Bonds is approximately $194,311 which is a $178,795 (7.476%) Net Present Value after all fees and expenses. 2004A GO Improvement Bonds - $92,557 or 8.058% Net Present Value after all fees and expenses (annual savings of approximately $12,500). 2005A GO Improvement Bonds - $86,237 or 6.938% Net Present Value after all fees and expenses (annual savings of approximately $10,500). The projected interest rates are based on current market rates. Rates higher or lower on the day of the sale will change the actual savings. GFOA recommends issuers have at least a 3% Net Present Value Savings, Presale Report November 8, 2011 Page 3 Proposed Debt Issuance Schedule Pre -Sale Review by Council: Distribute Official Statement: Conference with Rating Agency: City Council Meeting to Award Sale of the Bonds: Estimated Closing Date: Debt Issuance Services November 8, 2011 Week of November 28, 2011 Week of December 5, 2011 December 13, 2011 December 30, 2011 Attachments Proposed Debt Service Schedules Resolution Authorizing Ehlers to Proceed With Bond Sale Ehlers Contacts: Financial Advisors Bond Analysts: Bond Sale Coordinator: Stacie Kvilvang Shelly Eldridge Wendy Lundberg Alicia Aulwes (651)697-8506 (651)697-8504 (651)697-8540 (651)697-8523 The Official Statement for this financing will be e-mailed or mailed to the Council Members at their home address for review prior to the sale date. aA, Presale Report .,tr. November 8, 2011 Page 4 Council Member Debt Issuance Servica5 Resolution No. 11- 071 introduced the following resolution and moved its adoption: Resolution Providing for the Sale of $2,215,000 G.O. Refunding Bonds, Series 2011B A. WHEREAS, the City Council of the City of St. Anthony, Minnesota, has heretofore determined that it is necessary and expedient to issue the City's $2,215,000 G.O. Refunding Bonds, Series 20118 (the "Bonds"), to refinance the 2004A and 2005A Bonds in the City; and I3. WHEREAS, the City has retained Ehlers & Associates, Inc., in Roseville, Minnesota ("Ehlers"), as its independent financial advisor for the Bonds and is therefore authorized to solicit proposals in accordance with Minnesota Statutes, Section 475.60, Subdivision 2(9); NOW, THEREFORE, BE Pr RESOLVED by the City Council of the City of St. Anthony, Minnesota, as follows: 1. Authorization: Findines. The City Council hereby authorizes Ehlers to solicit proposals for the sale of the Bonds. 2. Meetin, Proposal Opening. The City Council shall meet at 7:00 p.m. on December 13, 2011, for the purpose of considering sealed proposals for and awarding the sale of the Bonds. 3. Official Statement. In connection with said sale, the officers or employees of the City are hereby authorized to cooperate with Ehlers and participate in the preparation of an official statement for the Bonds and to execute and deliver it on behalf of the City upon its completion. The motion for the adoption of the foregoing resolution was duly seconded by Council Member _ and, after full discussion thereof and upon a vote being taken thereon, the following Council Members voted in favor thereof: and the following voted against the same: Whereupon said resolution was declared duly passed and adopted. Dated this 8th day of November, 2011. City Clerk CITY OF ST. ANTHONY STATE OF MINNESOTA RESOLUTION 11-071 Resolution Providing for the Sale of $2,215,000 G.O. Refunding Bonds, Series 2011B A. WHEREAS, the City Council of the City of St. Anthony, Minnesota, has heretofore determined that it is necessary and expedient to issue the City's $2,215,000 G.O. Refunding Bonds, Series 2011E (the "Bonds"), to refinance the 2004A and 2005A Bonds in the City; and B. WHEREAS, the City has retained Ehlers & Associates, Inc., in Roseville, Minnesota ("Ehlers"), as its independent financial advisor for the Bonds and is therefore authorized to solicit proposals in accordance with Minnesota Statutes, Section 475.60, Subdivision 2(9); NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of St. Anthony, Minnesota, as follows: I . Authorization; Finding. The City Council hereby authorizes Ehlers to solicit proposals for the sale of the I3onds. 2. Meetin ; 'Proposal O ening. The City Council shall meet at 7:00 p.m. on December 13, 2011, for the purpose of considering sealed proposals for and awarding the sale of the Bonds. 3. Official Statement. In connection with said sale, the officers or employees of the City are hereby authorized to cooperate with Ehlers and participate in the preparation of an official statement for the Bonds and to execute and deliver it on behalf of the City upon its completion. Dated this 8th day of November. 2011. AT'rBST: City Clerk Reviewed for administration: Mayor Interim City Manager M FUTURE COUNCIL AGENDA ITEMS November R, 2011 Meeting Meeting Items/Issues Staff present Date Type Special City Council November 16 Canvassing of 2011 Election Results Interim City Manager 5:30 pm City Clerk Swearing In of Police Officer Jeronimo Yanez City Council Planning Items from November 15 Interim City Manager November 22 Regular Adopt GASB 54 Standards Finance Director Plans & Specifications & Order Advertisement for Bids for the City Auditor 2012 Street & Utility Improvement Project City Engineer Special City Council November 29 Joint Meeting with School Board City Manager r �:3o pm School Board Fire Prevention Poster Contest Winners City Council December 13 Regular Adopting the 2012 Tax Levy and Budget City Manager Appointments to Parks & Planning Commission Department Ileads Accept Offer for Bonds and Approve Sale of Bonds Stacie Kvilvang 2012 IIousekeepinp;Issues Designation of Mayor Pro Tem Financial Transactions regarding City Financial Accounts Official Depository for City Funds City Council January 10 Regular Legal Newspaper City Manager Mayor -Outside organizations Council members - Outside organizations Rules of Conduct for City Council meetings Elected Official Travel Policy January 24, Regular Planning Items from January 17 City Council City Manager