HomeMy WebLinkAbout2005.09.19 EDA Packet AGENDA
CITY OF HUGO
JOINT EDA/CITY COUNCIL MEETING
MONDAY, SEPTEMBER 19, 2005 — 8:30 AM
HUGO CITY HALL
8:30 am 1. Call to Order
8:31 am 2. Roll Call
8:32 am 3. Approval of Minutes
• EDA Meeting of August 15,2005
8:35 am 4. Presentation from the Scott Martin from the Twin Cites
Community Capital Fund on Economic Development
Financing Sources
9:00 am 5. Update of August 23,2005 Meeting of the TIF
Subcommittee
• Overview on the Role of TIF in the Downtown Plan
• Discuss Preliminary TIF District Analysis
• Timeline for Establishing the TIF District
10:00 am 6. Site Plan Review for Oneka Pet Resort
10:20 am 7. Update on City Purchase of Carpenters Restaurant and the
Antique Store from Mike and Catherine Anderson
10:25 am 8. Appointment of Replacement Member to the TIF Subcommittee
10:30 am 9. Adjournment
BACKGROUND MEMO FOR THE JOINT EDA/CITY COUNCIL
MEETING OF SEPTEMBER 19, 2005
3. AUGUST 15, 2005 EDA MEETING MINUTES
City staff recommends the board approve the minutes for the August 15, 2005 meeting as
presented.
4. PRESENTATION FROM THE SCOTT MARTIN FROM THE TWIN CITES
COMMUNITY CAPITAL FUND ON ECONOMIC DEVELOPMENT FINANCING
SOURCES
Scott Martin from the Twin Cites Community Capital Fund(TCCCF) will give a presentation
about the organization and the benefits members receive from participating in the fund. The
TCCCF is a nonprofit economic development loan fund. Communities that join the fund are
eligible for low interest loans, gap financing, and other financial incentives.
5. UPDATE OF AUGUST 23,2005 MEETING OF THE TIF SUBCOMMITTEE
City staff, Mikaela Huot and Paul Steinman of Springsted, and the subcommittee met on August
23, 2005. Subcommittee member Theresa Charpentier was unable to attend. The following
items were discussed at the subcommittee meeting: 1.) The procedural requirement that must
be followed during the initial district testing phase in order to meet state qualifications for the
establishment of a TIF redevelopment district. 2.) The proposed timeline for establishing the
district and the creation of a financing plan. 3.) The different means by which the public can be
informed about TIF and the important role TIF will play in the success of the downtown plan,
and how the establishment of the district may affect residents and business owners within the
district. At the meeting, Paul Steinman of Springsted, the City's Financial Advisor firm, and
City staff will present to the EDA an overview on tax increment financing and the procedural
requirements that must be met and discuss strategies on how to present the TIF district and the
next phase of the downtown plan to community members. City Staff seeks direction from the
EDA and the City Council on whether the City should begin to conduct the work required to
create the TIF district.
6. SITE PLAN REVIEW FOR ONEKA PET RESORT
At the July 18, 2005 EDA meeting the EDA recommended that the City sell the 1.1 acre "Rink-
Tec"property located in the Bald Eagle Industrial Park to Oneka Pet Resort, owned by Guy and
Cindy LaBarre. Oneka Pet Resorts was one of two businesses that were selected to acquire the
City property in the park through the Request for Proposal (RFP) process initiated by the EDA.
Oneka Pet Resort has since submitted a preliminary site plan for review by the EDA as part of
the conditions of approving the final purchase agreement. City staff requests that the EDA and
the City Council review and comment on the preliminary site plan.
7. UPDATE ON CITY PURCHASE OF CARPENTERS RESTAURANT AND THE
ANTIQUE STORE FROM MIKE AND CATHERINE ANDERSON
On August 23, 2005, Mayor Fran Miron, Council member Mike Granger, and City staff met
again with Mike and Catherine Anderson, owners of Carpenters and the old antique store. After
several meetings, discussions evolved towards a proposed purchase of the restaurant, as well as
the old antique store, which had been directed by Council. Staff announced that negotiations
have been successful and that Andersons have agreed to sell to the City,both Carpenters and the
antique store. At the September 6, 2005, City Council meeting the Council approved the
purchase of both properties in the amount of$687,000. This includes a price of$347,000 for the
antique store and $340,000 for the Carpenters restaurant, which is consistent with evaluations of
City Assessor Frank Langer. There will be a two-year lease back to the Andersons at no cost,
and they would continue to operate the restaurant on a month-to-month basis, in order to allow
the flexibility of the City to continue negotiations with the developers on the Egg Lake
development project.
8. APPOINTMENT OF REPLACEMENT MEMBER TO THE TIF SUBCOMMITTEE
Theresa Charpentier regrets to inform the EDA that she will be vacating her position on the TIF
subcommittee. Mrs. Charpentier has recently started a new job and does not have enough
available time to participate in the subcommittee. City staff recommends the City council and
the EDA appoint a replacement member to the TIF subcommittee.
MINUTES FOR THE EDA MEETING OF AUGUST 15, 2005
The meeting was called to order by Mayor Fran Miron at 8:30 am.
Present: Miron, Arcand, Klein, Granger, Charpentier, Skarich
Absent: Bever
City Administrator,Mike Ericson
Community Development Director, Bryan Bear
Community Development Intern, Andrew Gitzlaff
2. EDA MEETING OF JUNE 20,2005
City staff recommended the board approve the minutes for the July 15, 2005
meeting as presented.
Granger made motion, Klein seconded to approve the minutes for the July 15, 2005
meeting as presented.
All aye. Motion carried
3. PRESENTATION FROM THE BEARD GROUP ON THE COMMERCIAL
COMPONENT OF THE DOWNTOWN REDEVELOPMENT PROPOSAL
Bill Beard of the Beard Group gave a presentation to the EDA on their proposal to
redevelop the downtown into a pedestrian friendly town center with would include
a mix of office space, retail and residential uses. The Beard Group specializes in
commercial development and the presentation focused on the retail and office
portion of the plan. The Beard Group would like to partner with Ryland Homes, a
residential builder, and become the master developer for the entire redevelopment
project. The Beard Group would like to work closely with the City and intends to
adhere to the City's recently completed downtown plan and the proposed design
guidelines for the district. The EDA thanked the Beard Group for the presentation
and encouraged the Beard Group and Ryland Homes to continue to have these
discussions with City staff and the EDA.
4. DISCUSSION OF POSSIBLE CITY PURCHASE OF PROPERTY AT 5757
147 ST
Over the last few years the City has been purchasing properties along the east end of Egg
Lake as they become available. There has recently been a lot of interest by developers in
extending the downtown redevelopment area to include some of the parcels along the
north end of Egg Lake. John Granger attended the meeting to discuss the possibility of
selling his property located to the north of Egg Lake at 5757 147th to the City. The EDA
discussed whether or not the City should consider purchasing the Granger property or
other properties along the north edge of Egg Lake. The EDA recommended that John
Granger keep the City informed on future plans for the site.
5. UPDATE OF AUGUST 23, 2005 MEETING OF THE TIF SUBCOMMITTEE
At the last meeting of the TIF subcommittee City staff and the subcommittee identified
the parcels that should be included in the proposed TIF district. The subcommittee also
discussed the subsequent procedure for conducting blight examination and substandard
tests to determine if the district would qualify under state law for the establishment of a
TIF district. At the EDA meeting Community Development Intern Andrew Gitzlaff
provided a summary of the meeting to the EDA on the preliminary results of the TIF
district analysis and discussed the next steps in establishing the district. The EDA
directed staff and the subcommittee to continue to investigate the procedural
requirements and feasibility of creating the TIF district. Community Development
Director Bryan Bear suggested inviting Mikaela Huot and Paul Steinman of Springsted,
the City's financial advisor firm, to the next EDA meeting.
6. UPDATE ON NEGOTIATIONS TO ACQUIRE CARPENTER RESTAURANT
AND THE OLD ANTIQUE STORE
Community Development Director Bryan Bear updated the EDA on recent negotiations
between City staff and officials and the Mike and Catherine Anderson, the property
owners of Carpenters Restaurant and the adjacent Antique Store, about selling both
properties to the City at the same time. The EDA directed staff to schedule another
meeting with Mike and Catherine Anderson.
7. DISCUSSION OF OBTAINING BUSINESS AND ECONOMIC DEVELOPMENT
CONSULTATION SERVICES FROM KIRSTIN BARSNESS
City Administrator Mike Ericson informed the EDA that Kirsten Barsness of Barsness
Consulting Services, Inc is interested in offering her consultant services to the City of
Hugo and the EDA. Mrs. Barsness specializes in providing project management,TIF
district coordination, and project marketing services to cities. The EDA discussed the
types of business consultant services that might be beneficial to fulfilling the goals of the
City and the mission of the EDA.
Granger made motion, Skarich seconded to recommend that to the City Council that the
City evaluate potential needs and availability of funds in the 2006 budget for these types
of services.
All aye. Motion carried.
8. UPDATE ON SALE OF `END ZONE' PROPERTY TO TERRY MONTPETIT
At the last EDA meeting, Scott Montgomery asked the City for financial assistance
in acquiring the former `End Zone Property' located at 13891 Forest Blvd. Mr.
Montgomery owns some of the surrounding parcels and would like to redevelop the
area into a mix of office space and residential uses. Community Development
Director Bryan Bear informed the EDA of the recent purchase of the property by
Terry Montpetit. The EDA directed staff to encourage both developers to work
together to development the entire area simultaneously.
9. ADJOURNMENT
Granger made motion, Charpentier seconded to adjourn the meeting at 10:35
All aye. Motion carried.
CITY OF HUGO
COMMUNICATIONS LIST
JUNE 2005
Economic Development Authority
Name Term Expires Fax Number Home Phone
Address E-Mail Address Office Phone
Fran Miron, President
15250 Homestead Ave. 12-31-2006 (651)429-5961
Hugo, MN 55038
Michael E. Granger (651)426-8171(home)
12715 Ethan Ave. N 12-31-2008 (651)653-4631 (651) 653-4648(work)
White Bear Lake, MN 55110 megranger@usinternet.com (612)805-5751 (cell)
Jan Arcand, Treasurer
1850 Cedar Avenue, 12-31-2006 (651)653-6402 (651)429-2930
White Bear Lake, MN 55110
Jim Bever (651)426-2240(home)
7131 132nd St. N 12-31-2008 (651)426-5809 (651)307-3578(cell)
White Bear Lake, MN 55110
Theresa Charpentier (651)426-6725(home)
5925 Freeland Court North 12-31-2007 Theresa.Charpentier@toro.com (952)887-8814(office)
Hugo, MN 55038 (651)245-1193(cell)
Phil Klein, Vice President
6760165 th St. 12-31-2009 philklein7@aol.com (651)653-7152
Hugo, MN 55038
Nick Skarich (612)851-4920
6265 Egg Lake Rd. N 12-31-2010 nskarich@northlandsecurities.com (651)429-3463
Hugo, MN 55038
CITY STAFF: Community Development Director Bryan Bear— Executive Director
City Administrator Mike Ericson — Secretary
Finance Director Ron Otkin — Assistant Treasurer
C:ADocuments and Settings\andrew\Local Settings\Temporary Internet Files\OLK 145\EDA Communication List.doc
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Membership Updates
Benefits of Membership The following communities and organizations are members of TCCCF:
Participation Levels Class A Members
Membership Updates
Organizational Structure Burnsville
Eagan
Minnetonka
Oakdale
Woodbury
Class B Members
Cottage Grove
Dakota County Capital Fund
Hastings
Norwood Young America
Rosemount
St. Paul Park
Shoreview
Class C Members
Belle Plaine
Brooklyn Park
Carver County HRA
Centerville
Cologne
Coon Rapids
Jordan
Maplewood
Newport
Richfield
St. Louis Park
Waconia
[Home] [Loan Application] [About The Fund] [Membership] [FAQ] [Contact]
h4://www.tccef.org/membership-ypdates.cfm 7/20/2005
TWIN CITIES COMMUNITY
CAPITAL FUND
Economic Development Financing
for Growing Businesses
Highlights of the Fund
Choose your own membership level.
The Twin Cities Community Capital Fund welcomes communities and development organizations of all sizes to
participate in the Fund. Three membership levels are available, ranging from as little as $50,000 up to$200,000.
Simply choose the membership level that best fits your organizational needs.
The benefits of membership.
The primary goal of the Twin Cities Community Capital Fund is to leverage the local economic development
financing resources of our member communities. The Fund is designed to respond to a wide variety of local
business financing needs, working in partnership with banks and other commercial lenders.
• Members can originate loans of up to ten times the amount they deposit with the Fund. For example, a
Class B member who deposits$100,000 can originate loans of up to$1,000,000 through TCCCF.
• There is no limit on the number of loans that a member can originate.
• By selling all loans to secondary capital markets on an advance commitment basis, the originating
member significantly reduces and can even eliminate potential loan loss risk.
• Members determine which projects they wish to support through the TCCCF Loan Fund, which can be
used as a gap-financing source for most local economic development projects.
• Experienced loan officers work closely with members, prospective borrowers, and participating lenders
in analyzing and structuring financing deals that best meet the needs of all parties. The interest rate and
terms of all TCCCF loans are negotiable, with most loans subordinate to the lead lender in the financing
package.
• TCCCF prepares all documents for loan closings and negotiates the sale of all member-originated loans
to the secondary market, without any cost to members.
• TCCCF members are able to take advantage of the New Markets Tax Credit program, which provides
for below market rate loans to eligible borrowers, without having to handle any of the paperwork
associated with participation in this new Federal economic development initiative.
A self-sustaining loan fund.
The TCCCF is a self-sustaining economic development financing resource. Recapitalization of the Loan Fund is
through the sale of pre-approved loans to a national secondary market.
Our loans are structured to best meet the needs of our members, our borrowers, and participating lenders. One of
the primary considerations for our members as loan terms and conditions are being negotiated is how the
secondary market will price the loan for purchase.
The actual price to be paid for TCCCF loans is known to the originating member before a final loan
commitment is made. If the price offered by the market is discounted from par value (which only occurs when
the member wants to offer below market rate financing to a borrower), the TCCCF member is responsible for
funding the difference between par value and the loan sale price. There is no cost to members when loans are
sold at par value. On the other hand, if the loan is sold at a premium,the member receives the premium payment
(that amount in excess of the loan's par value).
Under this approach,the TCCCF loan pool is continually recapitalized and our members are able to originate an
unlimited number of loans in their communities.
Member-governed. Member-focused.
The Twin Cities Community Capital Fund is a Minnesota nonprofit membership corporation that was
incorporated on December 2, 2004. The business affairs of the Fund are carried out under the direction of a
nine-member Board of Directors. TCCCF members have the responsibility to elect six directors (two directors
from each membership class). The six elected directors fill the remaining three at-large board seats by
appointment. The ongoing input and advice of the Fund's members helps to ensure that the Fund will be
responsive in meeting the challenges of even the most complex development financings.
Who pays for the cost of operating the Fund?
The Fund's primary revenue sources are the interest earnings on the pooled funds deposited and contributed by
TCCCF members and loan origination fees charged to borrowers. Members do not pay for any of the Fund's
operating costs or for the services provided by the fund manager and loan officers.
Who manages the Fund?
In order to keep operating costs down,the Fund has no employees. The Northland Institute,a Minnetonka-based
nonprofit economic development organization,provides a full-range of professional management services under
contract with TCCCF. Scott Martin, a Certified Economic Development Finance Professional with 30 years of
business and economic development experience, serves as Fund Manager under the direction of the Board of
Directors. The loan officers assigned to TCCCF member projects also have many years of experience in
business financing, deal structuring, and portfolio management.
Our Money Back Guarantee.
Membership in the TCCCF comes with a money back guarantee. Ninety percent of the funds received from
members are deposited in the TCCCF Loan Fund escrow account, which is managed by an independent Escrow
Agent. These funds remain the property of each respective member and may only be used to fund TCCCF loans.
Ten percent of each member's funds are in the form of a loan to the TCCCF for start-up working capital.
Members may withdraw their money from the Loan Fund escrow account anytime after three years from the
date of deposit, or reduce their position in the Fund down to the$50,000 level—for any reason whatsoever.
For more information about becoming a member,please contact:
Scott Martin, President
Twin Cities Community Capital Fund
1391 1 Ridgedale Drive,Suite 260
Minneapolis,MN 55305
Phone: (952) 546-9049
Fax: (952)541-9684
smartin C@tcccf.org
Springsted Incorporated
380 Jackson Street, Suite 300
Saint Paul,NIN 55101-2887
S p r i n g s t e d Tel: 651-223-3000
Fax: 651-223-3002
www.sphngsted.com
EXTERNAL MEMORANDUM
TO: Joe Huss,Finance Director
City of Blaine
FROM: Bob Thistle, Executive Vice President
Paul Steinman,Vice President
Jenny Wolfe,Project Manager
DATE: September 19,2005
SUBJECT: Twin Cities Community Capital Fund
We have been asked by the City to provide information about the Twin Cities Community Capital Fund (TCCCF), a
non-profit corporation in the business of brokering commercial loans to the secondary market, including the
Community Reinvestment Fund(CRF).
TCCCF was modeled after the Minnesota Community Capital Fund (MCCF), active since early 2003 in out-state
Minnesota (outside the seven county metro area). MCCF has closed 24 loans totaling $7,377,050 dollars through
July 31, 2005, and have an additional $2,233,125 dollars in process. Since inception, the MCCF has raised more
than $3.1 million in total member capitalization and currently has 65 members representing more than 400 cities,
counties,utilities and economic development organizations in Minnesota.
The TCCCF is available to City's within the 7 county metro area and allows a City such as Blaine, to deposit a
minimum of $50,000 and a maximum of $200,000 (member capitalization) to an escrow account that will enable
Blaine to provide as many loans as they desire, each having a principal amount no greater than 10 times their
deposited amount(less any encumbered amounts such as a credit reserve identified later in this memo). There is a
$5,000 operating fee required for membership which is non-refundable, included within the deposited amount. The
requirements other than underwriting include the participation of a bank, for which the TCCCF loan is subordinate,
and a minimum of 10%equity(which could be financed).
After three years time, the City could withdraw their money from TCCCF and be repaid their available deposit as
defined below. Or after the three years the City could reduce their level of participation if they joined at an amount
greater than$50,000. Each executed loan is purchased by the secondary market(CRF or other lenders)immediately
at closing,and the City bears minimal risk for repayment of the funds. TCCCF will handle all documents for the loan,
and the responsibility for closing the loan.
Public Sector Advisors
City of Blaine
September 19,2005
.Page 2
Current TCCCF Membership/Capital Contributions
The TCCCF current membership includes five Class A members ($200,000), seven Class B members
($100,000-$199,999), and twelve Class C members ($50,000-$99,999). Class A members consist of Burnsville,
Eagan, Minnetonka, Oakdale and Woodbury; Class B members consist of Cottage Grove, Dakota County
Capital Fund, Hastings, Norwood Young America, Rosemount, St. Paul Park and Shoreview; Class C members
consist of Belle Blaine, Brooklyn Park, Carver County HRA, Centerville, Cologne, Coon Rapids, Jordan,
Maplewood, Newport, Richfield, St. Louis Park and Waconia. The total member capitalization available to loan
against is $2,400,000. TCCCF began its operation with $227,500 of working capital ($215,000 in the form of a
0% loan). The revenues to support TCCCF activities include a 1.75% loan origination fee and interest earnings
on the capital reserve accounts. The TCCCF projected operating proforma indicates an estimated level of loan
activity over a three year period. This level of activity is based on an average of twenty-two loans per year
averaging $400,000 per loan. Based on these projections and the operating costs that accompany this type of
loan activity, TCCCF will attain a cash balance at the end of three years of$240,000 (July, 2008). They indicate
the working capital will be repaid beginning on October 1, 2010, in four equal annual installments. The
repayment of the working capital loans could occur earlier as determined by the TCCCF Board of Directors.
TCCCF relies solely on the origination of loans by the members to become self-sufficient. However,a majority of
the expenditures are directly related to the activity of loan origination, which provides a level of cash flow
coverage to the extent the loan activity is less than that projected.The original members of TCCCF bear risk on
the repayment of working capital. Contrary,the City of Blaine bears no risk regarding working capital sine they
would be joining TCCCF after activation of the program.
The MCCF recently achieved a level of self-sufficiency, one year ahead of projections. The working capital for
MCCF was provided directly by the Blandin Foundation in the amount of $200,000, and was not granted or
loaned from the members as is the case with the TCCCF.The MCCF currently has$207,000 of net unrestricted
assets. If the performance of the MCCF is any indication, the TCCCF should have a greater chance of self-
sufficiency since larger individual loans can be originated. Another indication of performance is that the
members themselves have committed the working capital for TCCCF,and have implied a high likelihood of loan
origination.
What should Blaine consider before deciding whether to participate in this program?
To the extent there is a need for gap financing for businesses within Blaine, or wanting to relocate/expand in
Blaine, the loans could finance acquisition, building construction, leasehold improvements, renovation, working
capital, etc.,with a minimum loan size of$50,000 and a maximum of$2,000,000. The terms of the loan will be
determined based on the collateral and will typically match the terms of the participating bank. Required
underwriting will match the secondary market's requirements,and will be typical for the commercial lending area.
There is a loan origination fee of 1.75% charged for all loans, and also a 0.5% underwriting fee charged by the
secondary lender(CRF),which can both be rolled into the financing.The TCCCF loan officer will also work with
the business to establish the most advantageous overall financing package.
Public Sector Advisors
p
City of Blaine
September 19,2005
_Page 3
What level of participation is appropriate?
The City can initially join at the $50,000 level, and originate a maximum loan,of$500,000, or if a larger loan
principal amount is necessary, the city could increase their level of participation to as high as $200,000. The
participation level should be set based upon the City's best estimate as to the most likely maximum loan request.
What are the risks?
A requirement for participation in a loan is the funding of a credit reserve. This requirement is placed upon the
program by CRF(the current secondary lender), as a method to share the risk. This reserve ranges from 5%of
the principal amount for existing businesses,and up to 20%of the principal amount for start-up businesses. The
actual amount is determined by CRF.The reserve needs to be funded by the city(member)or the borrower or a
combination of these two. The reserve can be funded by the city via their capital contribution contained in
escrow. If the reserve is financed in this way, the maximum loan size is reduced by this amount encumbered
from the capital account (10 times only applies to unencumbered funds). Furthermore, if the City were to
withdraw their membership from TCCCF,the amount returned to them would be less any amount classified as a
reserve (until the reserve is released). The reserve is released to whoever provided the funds, after twelve
consecutive on-time monthly payments. This reserve amount, to the extent covered by the city, is the total
amount of funds at risk. If a default were to occur prior to the release of the reserve,the reserve would be tapped
to cure the default.
Further, if the city were to approve a loan at an interest rate below market,the total amount of the loan would be
discounted by the amount of the interest rate differential, and the city would be responsible for separately
funding the discounted amount prior to the closing. These funds would be not be recovered through this
program.
An additional risk applies to the City's capital contribution held in escrow against which they lend. Wells Fargo
Bank is the current escrow agent and has an agreement to manage the account and to invest the funds in
allowable securities.Any earnings from this account will be channeled to TCCCF for operations, but as with any
investments, the principal is subject to the risks associated with those underlying investments, which might,
under extreme circumstances, include a loss or diminution in principal. This agreement with Wells Fargo is for
three years from the initial capital investments.
What are the benefits?
The city would benefit from more flexible gap financing for local development projects, the ability to offer larger
loans than would be possible with limited existing local resources, reduce at least 80% of repayment risk and
gain professional staff support at no additional cost to the City.
Except as discussed above regarding the credit reserve and below market rate discounts, the City would not
incur any expenses, costs,or obligations with respect to loans they originate through TCCCF. All fees and out-
of-pocket expenses in connection with the origination of a TCCCF loan shall be the responsibility of the
borrower.
Public Sector Advisors
r
City of Blaine
September 19,2005
Page 4
What are the limitations?
As stated above, the city could originate a loan 10 times the unencumbered amount in their capital account. If
the city were to originate a $1 Million loan that required a reserve of 20% ($200,000), and they used the capital
account for the reserve requirement,another loan could not be originated until the loan reserve was released.
The city's role will be to market the program with businesses and lenders in Blaine. All loans need to be
approved by the city's identified authorized representative. However, the final approval of every loan will be
contingent on a sale of that loan to the secondary market. The loans will initially be closed in the name of
TCCCF,and immediately assigned to the secondary lender(CRF).
The City should adopt a policy for the originating of this type of a loan, to cover specific goals and outcomes.
This policy could address the amount of risk the City is willing to incur, such as covering the credit reserve
requirement, or requiring the borrower to do so. A requirement of TCCCF does include community impact
criteria. Specifically, each loan will need to meet a minimum of one criteria identified by TCCCF. Included in the
criteria categories are job creation, revitalization of low-moderate income communities, projects in targeted
business development areas (based on prior use or current conditions within the area), serving disadvantaged
populations or non-profits as business owners, or other community impacts identified by local, regional or state
initiatives.
The above information is contained within TCCCF membership documents, including Member Disclosure Statement,
Participation Agreement,and Loan Fund Escrow Agreement and further is based on conversations with Scott Martin,
President of TCCCF.
Please feel free to contact us if you have any follow-up questions or need clarification.We appreciate the opportunity
to provide this feedback to the City of Blaine.
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PURCHASE AGREEMENT
THIS PURCHASE AGREEMENT ("Agreement") is made as of this day
of , 2005, between CATHERINE E.ANDERSON, a single person, and SWANY OF
Hugo, INC., a Minnesota corporation (collectively, "Seller"), and THE CITY OF Hugo, a
Minnesota municipal corporation("Buyer").
In consideration of this Agreement, Seller and Buyer agree as follows:
1. Sale of Property. Seller agrees to sell to Buyer, and Buyer agrees to buy
from Seller,the following property(collectively, "Property"):
1.1 Real Property. The real property located in Washington County, Minnesota
described on the attached Exhibit A ("Land"), together with (1)all buildings and
improvements constructed or located on the Land (collectively, the "Buildings")
and (2) all easements and rights benefiting or appurtenant to the Land
(collectively the"Real Property").
2. Purchase Price and Manner of Payment. The total purchase price
("Purchase Price") to be paid for the Property shall be $695,000.00. The Purchase Price shall be
payable as follows:
2.1 $ 5,000.00 as earnest money ("Earnest Money"), which Earnest Money shall be
held in trust by Eckberg Lammers, Briggs, Wolff& Vierling, P.L.L.P. ("Buyer's
Agent").
2.2 $ 690,000.00 in cash or by wire transfer of immediately available funds on the
Closing Date.
3. Contingencies. The obligations of Buyer under this Agreement are
contingent upon each of the following:
3.1 Representations and Warranties. The representations and warranties of Seller
contained in this Agreement must be true now and on the Closing Date (as
hereinafter defined) as if made on the Closing Date (as hereinafter defined) and
Seller shall have delivered to Buyer on the Closing Date a certificate dated the
Closing Date, signed by an authorized representative of Seller, certifying that
such representations and warranties are true as of the Closing Date.
3.2 Title. Title shall have been found acceptable, or been made acceptable, in
accordance with the requirements and terms of Section 6 below.
3.3 Access and Inspection. Seller shall have allowed Buyer, and Buyer's agents,
access to the Real Property without charge and at all reasonable times for the
purpose of Buyer's investigation and testing the same. Buyer shall pay all costs
and expenses of such investigation and testing, shall restore the Real Property,
and shall hold Seller and the Real Property harmless from all costs and liabilities
relating to Buyer's activities. Buyer shall have been satisfied with the results of
all such tests and investigations performed by it or on its behalf on or before the
Closing Date(as hereinafter defined).
This Agreement shall automatically terminate on the Closing Date (as hereinafter defined),
unless Buyer has given Seller notice on or before the Closing Date (as hereinafter defined) that
the contingencies described in this Section required to be satisfied by the Closing Date (as
hereinafter defined) are either satisfied or waived by Buyer. If this Agreement terminates
pursuant to this Section, then the Earnest Money shall be returned promptly to Buyer, and Buyer
will execute and deliver to Seller a cancellation of purchase agreement, and Seller and Buyer
shall have no further liability or obligations with respect to this Agreement or the Property. If
Buyer gives Seller notice on or before the Closing Date (as hereinafter defined) that the
contingencies described in this Section required to be satisfied by the Closing Date (as
hereinafter defined) are either satisfied or waived by Buyer, then the parties will proceed to close
the transaction contemplated hereby and, except as specifically set forth herein, the Earnest
Money will be non-refundable to Buyer but applicable to the Purchase Price.
4. Closing. The closing of the purchase and sale contemplated by this
Agreement(the "Closing") shall occur on (the "Closing Date"),but Buyer may close
on any business day prior to the Closing Date by giving Seller at least five days' notice of such
earlier date for the Closing. The Closing shall take place at the office of Attorney's Title of
Stillwater("Title Company") in Stillwater, Minnesota. Seller agrees to deliver possession of the
Property to Buyer on the Closing Date, except as provided in Section 13 of this Agreement. Any
party hereto may close via an escrow arrangement with the Title Company.
4.1 Seller's Closinp,Documents. On the Closing Date, Seller shall execute and
deliver to Buyer the following(collectively, "Seller's Closing Documents"), all in
form and content reasonably satisfactory to Buyer:
4.1.1 Deed. A Warranty Deed conveying the Real Property to Buyer, free and
clear of all encumbrances, except the Permitted Encumbrances (as
hereafter defined).
4.1.2 IRS Forms. A Designation Agreement designating the "reporting person"
for purposes of completing Internal Revenue Form 1099 and, if applicable,
Internal Revenue Form 8594.
4.1.3 Well Certificate. A Certificate signed by Seller warranting that there are
no "Wells" on the Property within the meaning of Minn. Stat. § 103I or, if
there are"Wells",a Well Certificate in the form required by law.
4.1.4 Storage Tanks. If the Property contains or contained a storage tank, an
affidavit with respect thereto, as required by Minn. Stat. § 116.48.
4.1.5 Other Documents. All other documents reasonably determined by Buyer
or the Title Company to be necessary to transfer the Property to Buyer free
and clear of all encumbrances, except the Permitted Encumbrances.
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4.2 Buyer's Closing Documents. On the Closing Date, Buyer will execute and
deliver to Seller the following(collectively,"Buyer's Closing Documents"):
4.2.1 Purchase Price. Funds representing the Purchase Price, by cash or by wire
transfer of immediately available funds.
4.2.2 IRS Form. A Designation Agreement designating the "reporting person"
for purposes of completing Internal Revenue Form 1099 and, if applicable,
Internal Revenue Form 8594.
5. Prorations. Seller and Buyer agree to the following pro-rations and
allocation of costs regarding this Agreement:
5.1 Title Insurance and Closing Fee. Seller will pay all costs of the Title Evidence.
Seller will pay the premium required for the issuance of the Title Policy, if an
updated abstract of title is not provided. If Seller provides Buyer an updated
abstract of title, Buyer shall pay the premium for issuance of the Title Policy.
Seller and Buyer will each pay one-half of any closing fee or charge imposed by
the Title Company.
5.2 Deed Tax. Seller shall pay all State Deed Tax payable in connection with this
transaction.
5.3 Real Estate Taxes and Special Assessments. Real Estate Taxes payable in the
year in which Closing occurs shall be pro-rated based upon the Closing Date. On
or before the Closing Date, Seller will pay all special assessments levied or
pending against the Property.
5.4 Other Costs. All other operating costs of the Property shall be allocated between
Seller and Buyer as of the Closing Date, so that Seller pays that part of operating
costs payable before the Closing Date, and Buyer pays that part of operating costs
payable from and after the Closing Date.
5.5 Attorneys' Fees. Each of the parties will pay its own attorneys' fees, except that a
party defaulting under this Agreement or any Closing Document will pay the
reasonable attorneys' fees and court costs incurred by the nondefaulting party to
enforce its rights hereunder.
6. Title Examination. Title Examination will be conducted as follows:
6.1 Seller's Title Evidence. Seller shall, within 10 days after the date of this
Agreement, furnish the following (collectively, "Title Evidence") to Buyer: (a)a
commitment ("Title Commitment") for an ALTA Form B 1990 Owner's Policy of
Title Insurance insuring title to the Real Property, in the amount of the Purchase
Price, issued by the Title Company; (b) if the Property is abstract property, Seller
shall also deliver to the Title Company or to Buyer any Abstract of Title in
Seller's possession, to the Real Property certified to a current date to include all
appropriate judgment and bankruptcy searches; (c) UCC searches against Seller.
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6.2 Buyer's Objections. Within 15 days after receiving the last of the Title Evidence,
Buyer will make written objections ("Objections") to the form and/or contents of
the Title Evidence. Any matter shown on such Title Evidence and not objected to
by Buyer within the foregoing 15-day period, shall be a"Permitted Encumbrance"
hereunder. Seller will have 60 days after receipt of the Objections to cure the
Objections, during which period the Closing will be postponed, if necessary.
Seller shall use its best efforts to correct any Objections. To the extent an
Objection can be satisfied by the payment of money only, Buyer shall have the
right to apply a portion of the cash payable to Seller at the Closing to the
satisfaction of such Objection, and the amount so applied shall reduce the amount
of cash payable to Seller at the Closing. If the Objections are not cured within
such 60-day period, Buyer will have the option to do any of the following:
6.2.1 Terminate this Agreement and receive a refund of the Earnest Money and
the interest accrued and unpaid on the Earnest Money, if any; or
6.2.2 Withhold from the Purchase Price an amount which, in the reasonable
judgment of the Title Company, is sufficient to assure cure of the
Objections. Any amount so withheld will be placed in escrow with the
Title Company, pending such cure. If Seller does not cure such
Objections within 60 days after such escrow is established, Buyer may
then cure such Objections and charge the costs against the escrowed
amount. The parties agree to execute and deliver such documents as may
be reasonably required by the Title Company; or
6.2.3 Waive the Objections and proceed to close.
6.3 Title Policy. Buyer shall receive at Closing the title policy ("Title Policy") issued
by Title pursuant to the Title Commitment, or a suitably marked Title
Commitment initialed by Title obligating Title to issue such a Title Policy in the
form required by the Title Commitment as approved by Buyer.
7. Operation Prior to Closing. During the period from the date of Seller's
acceptance of this Agreement to the Closing Date (the "Executory Period"), Seller shall operate
and maintain the Property in the ordinary course of business in accordance with prudent,
reasonable business standards, including the maintenance of adequate liability insurance and
insurance against loss by fire, windstorm and other hazards, casualties and contingencies,
including vandalism and malicious mischief. Seller shall execute no contracts, leases or other
agreements regarding the Property during the Executory Period that are not terminable on or
before the Closing Date, without the prior written consent of Buyer, which consent may be
withheld by Buyer at its sole discretion.
8. Representations and Warranties by Seller. Seller represents and
warrants to Buyer as follows:
8.1 Existence; Authority. Seller (Catherine E. Anderson) has the requisite power and
authority to enter into and perform this Agreement and Seller's Closing
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Documents; such documents are valid and binding obligations of Seller, and are
enforceable in accordance with their terms. Seller (Swany of Hugo, Inc.) is duly
incorporated and is in good standing under the laws of the State of Minnesota;
Seller is duly qualified to transact business in the State of Minnesota; Seller has
the requisite corporate power and authority to enter into and perform this
Agreement and those Seller's Closing Documents signed by it; such documents
have been duly authorized by all necessary corporate action on the part of Seller
and have been duly executed and delivered; such execution, delivery and
performance by Seller of such documents does not conflict with or result in a
violation of Seller's Articles of Incorporation or Bylaws, or any judgment, order,
or decree of any court or arbiter to which Seller is a party; such documents are
valid and binding obligations of Seller and are enforceable in accordance with
their terms.
8.2 Operations. Seller has received no notice of actual or threatened cancellation or
suspension of any utility services or certificate of occupancy for any portion of
the Property.
8.3 Environmental Laws. No toxic or hazardous substances or wastes, pollutants or
contaminants (including, without limitation, asbestos, urea formaldehyde, the
group of organic compounds known as polychlorinated biphenyls, petroleum
products including gasoline, fuel oil, crude oil and various constituents of such
products, and any hazardous substance as defined in any Environmental Law
(collectively, "Hazardous Substances") have been generated, treated, stored,
transferred from, released or disposed of, or otherwise placed, deposited in or
located on the Property in violation of any Environmental Law, nor has any
activity been undertaken on the Property that would cause or contribute to the
Property becoming a treatment, storage or disposal facility within the meaning of
any Environmental Law. The term "Environmental Law" shall mean any and all
federal, state and local laws, statutes, codes, ordinances, regulations, rules,
policies, consent decrees, judicial orders, administrative orders or other
requirements relating to the environment or to human health or safety associated
with the environment, all as amended or modified from time to time. There has
been no discharge, release or threatened release of Hazardous Substances from the
Property, and there are no Hazardous Substances or conditions in or on the
Property that may support a claim or cause of action under any Environmental
Law. The Property is not now, and to the best of Seller's knowledge never has
been, listed on any list of sites contaminated with Hazardous Substances, nor used
as landfill, dump, disposal or storage site for Hazardous Substances. Seller has
maintained all records required to be kept concerning the presence, location and
quantity of asbestos containing materials, and presumed asbestos containing
materials, in the Property and will deliver the same to Buyer on or before Closing.
8.4 Seller's Defaults. Seller is not in default concerning any of its obligations or
liabilities regarding the Property.
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8.5 FIRPTA. Seller is not a"foreign person", "foreign partnership","foreign trust"
or"foreign estate", as those terms are defined in Section 1445 of the Internal
Revenue Code.
8.6 Proceedings. There is no action, litigation, investigation, condemnation or
proceeding of any kind pending or threatened against Seller or any portion of the
Property.
8.7 Condition. The buildings, structures and improvements included within the
Property are structurally sound and in good repair and condition, and all
mechanical, electrical,heating, air conditioning, drainage, sewer,water and
plumbing systems are in proper working order. All fixtures, equipment and
appliances included in the Property are in proper working order.
8.8 Wells. The Seller certifies and warrants that the Seller does not know of any
"Wells" on the described Property within the meaning of Minn. Stat. § 1031. This
representation is intended to satisfy the requirements of that statute.
8.9 Sewage Treatment System Disclosure. For the purposes of satisfying any
applicable requirements of Minn. Stat. § 115.55, Seller discloses and certifies
that:
a) Seller has no knowledge of the existence of an abandoned individual
sewage treatment system on the Property.
b) Sewage generated on the Property goes to a facility permitted by the
Minnesota Pollution Control Agency.
Seller will indemnify Buyer, its successors and assigns, against, and will hold Buyer, its
successors and assigns, harmless from, any expenses or damages, including reasonable attorneys'
fees, that Buyer incurs because of the breach of any of the above representations and warranties,
whether such breach is discovered before or after Closing. Except as herein expressly stated,
Buyer is purchasing the Property based upon its own investigation and inquiry and is not relying
on any representation of Seller or other person and is agreeing to accept and purchase the
Property "AS IS, WHERE IS" subject to the conditions of examination herein set forth and the
express warranties herein contained. Consummation of this Agreement by Buyer with
knowledge of any such breach by Seller will not constitute a waiver or release by Buyer of any
claims due to such breach.
9. Casualty. If all or any part of the Property is substantially damaged by
fire, casualty, the elements or any other cause, Seller shall immediately give notice to Buyer, and
Buyer shall have the right to terminate this Agreement and receive back all Earnest Money by
giving notice within 30 days after Seller's notice. If Buyer shall fail to give the notice, then the
parties shall proceed to Closing, and Seller shall assign to Buyer all rights to insurance proceeds
resulting from such event and shall pay to Buyer the amount of any deductible or co-insurance.
10. Broker's Commission. Seller and Buyer represent to each other that they
have dealt with no brokers, finders or the like in connection with this transaction, and agree to
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indemnify and hold each other harmless from all claims, damages, costs or expenses of or for
any other such fees or commissions resulting from their actions or agreements regarding the
execution or performance of this Agreement, and will pay all costs of defending any action or
lawsuit brought to recover any such fees or commissions incurred by the other party, including
reasonable attorneys' fees.
11. Assignment. Neither party may assign its rights under this Agreement
before or after the Closing.
12. Survival. All of the terms of this Agreement and warranties and
representations herein contained shall survive and be enforceable after the Closing.
13. Lease. Buyer may retain possession of the "Restaurant Parcel" pursuant
to the terms and conditions set forth on the lease attached hereto as Exhibit B.
14. Relocation Benefits. Seller hereby voluntarily waives any and all
relocation assistance, services, payments and benefits pursuant to Minn. Stat. § 117.521 pursuant
to the Waiver of Relocation Benefits attached hereto as Exhibit C.
15. Notices. Any notice required or permitted hereunder shall be in writing
and given by personal delivery upon an authorized representative of a party hereto; or if mailed
by United States registered or certified mail, return receipt requested, postage prepaid; or if
deposited cost paid with a nationally recognized, reputable overnight courier, properly addressed
as follows:
If to Seller: CATHERINE E.ANDERSON
PO Box 106
Hugo,MN 55038
With Copy to: Robert H. Collins
20 North Lake Street, Suite 202
Town Square Building
Forest Lake, MN 55025
If to Buyer: THE CITY OF HUGO
14669 Fitzgerald Avenue North
Hugo, MN 55038
Attn: Mike Ericson
With Copy to: ECKBERG LAW FIRM
1835 Northwestern Avenue
Stillwater,MN 55082
Attn: Baiers C. Heeren
Notices shall be deemed effective on the earlier of the date of receipt or the date of deposit, as
aforesaid; provided, however, that if notice is given by deposit, the time for response to any
notice by the other party shall commence to run one business day after any such deposit. Any
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party may change its address for the service of notice by giving notice of such change 10 days
prior to the effective date of such change.
16. Miscellaneous. The paragraph headings or captions appearing in this
Agreement are for convenience only, are not a part of this Agreement, and are not to be
considered in interpreting this Agreement. This written Agreement constitutes the complete
agreement between the parties and supersedes any prior oral or written agreements between the
parties regarding the Property. There are no verbal agreements that change this Agreement, and
no waiver of any of its terms will be effective unless in a writing executed by the parties. This
Agreement binds and benefits the parties and their successors and assigns. This Agreement has
been made under the laws of the State of Minnesota, and such laws will control its interpretation.
17. Remedies. If Buyer defaults under this Agreement, Seller shall have the
right to terminate this Agreement in accordance with the applicable Minnesota statutes. If Buyer
fails to cure such default within the statutory cure period, this Agreement will terminate, and
upon such termination Seller will retain the Earnest Money as liquidated damages, time being of
the essence of this Agreement. The termination of this Agreement and retention of the Earnest
Money will be the sole remedy available to Seller for such default by Buyer, and Buyer will not
be liable for damages or specific performance. If Seller defaults under this Agreement,Buyer, as
the sole remedy available to Buyer for such default by Seller, may seek specific performance of
this Agreement.
Seller and Buyer have executed this Agreement as of the date first written above.
Date of Signature SELLER
12005 By
Catherine E. Anderson
Date of Signature
SWANY OF HUGO,INC.,a Minnesota
corporation
12005 By
Catherine E. Anderson,
Its: President
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Date of Signature BUYER
THE CITY OF HUGO,a Minnesota
municipal corporation
2005 By
Its:
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EXHIBIT A
Land
Catherine E.Anderson (PID#'s 20003121240044, 20003121240045, 2003121240046
20003121240048)
All of Lot Twelve (12) and also the North Seventy (70) feet of Lot Thirteen (13) of County
Auditor's Plat No. 7, Washington County, Minnesota, described as follows, to wit: Beginning at
a point that is Fifty-two (52) rods West and Fifty-six (56) rods and Three and one-half(3'/z) feet
in a Southerly course parallel with the Northern Pacific Railroad Track, from the Northwest
corner of Lot Four (4) of Section Twenty (20), Township Thirty-one (31), Range Twenty-one
(21); thence East to Egg Lake; thence South Seventy (70) feet; thence West to a point that is
Seven (7)rods East of the center of said railroad track; thence in a Northerly course parallel with
said railroad track, seventy (70) feet to the place of beginning, containing one-half(1/2) acre of
land,more or less; and
Also, that part of Lot Eleven (11) of said County Auditor's Plat No. 7 described as follows, to
wit: Beginning at the Southwest corner of said Lot Eleven (11); thence running along the South
line of said Lot Eleven (11) to the Southeast corner thereof; thence running North along the East
line thereof a distance of three (3) feet; thence running in a Northwesterly direction to a point on
the West line of said Lot, Ten (10) feet North of the Southwest corner thereof; thence South
along the West line thereof a distance of Ten (10) feet to the place of beginning; all of said
property being located in County Auditor's Plat No. 7, Village of Hugo, County of Washington,
Minnesota.
Also, all of Lot Fourteen (14)of the County Auditor's Plat No. 7, Washington County,
Minnesota.
Swany Of Hugo (PID #20003121240047)
All of Lot Thirteen (13) of the County Auditor's Plat No. 7, Washington County, Minnesota,
except the Northerly 70 feet and all of Lot Fourteen(14).
A-1
Page 1 of 1
Mike Ericson
From: Theresa Charpentier[Theresa.Charpentier@toro.com]
Sent: Thursday, September 01, 2005 3:52 PM
To: Mike Ericson
Subject: TIF subcommittee
Mike,
I just can't seem to avail the time to participate in this subcommittee. It is really not fair or professionally
appropriate to the rest of the team. How do we offer up to another EDA member my seat?
Theresa Charpentier
TORO Commercial Division
Technical Services Manager
8111 Lyndale Avenue South
Bloomington, MN 55420
O-952.887.8814
C-651.245.1193
F-952.887.7292
" v
9/5/05