HomeMy WebLinkAbout06-25-2013 City Council Packet CITY OF OAK PARK HEIGHTS
TUESDAY, JUNE 259 2013
CITY COUNCIL MEETING AGENDA
7:00 P.M.
7:00 p.m. I. Call to Order/Piedpe of Allegiance/Approval of Agenda
Estimated
times
7:00 p.m. II. Council/Staff Reports
A. Mayor McComber
B. Councilmember Dougherty
C. Councilmember Liljegren
D. Councilmember Runk
E. Councilmember Swenson
F. Staff
• Recycling Award (1)
7:05 p.m. III. Visitors/Public Comment
This is an opportunity for the public to address the Council with questions or concerns on issues not part of the regular agenda(Please
limit comments to 3 minutes in length).
7:10 p.m. IV. Consent Agenda(Roll Call Vote)
A. Approve Bills & Investments
B. Approve City Council Minutes—June 11, 2013 (2)
C. Waive LMCIT Statutory Tort Limits (3)
7:10 p.m. V. Public Hearings
None
7:10 p.m. VI. Old Business
A. St. Croix River Crossing Update
B. Advanced Warning Flashers (4)
7:30 p.m. VII. New Business
A. St. Croix River Crossing—Water Main Routing(5)
B. Designations of 2012 Fund Balance(6)
C. Approve Use of Revenue Bond Tools—VSSA Refinancing (7)
D. Approve Use of Revenue Bond Tools—Oakgreen Commons Expansion Projects
(g)
8:00 p.m. VIII. Other Council Items or Announcements
8:05 p.m. IX. Adjournment
i,.
Oak Park Heights
Request for Council Action
Meeting Date June 25, 2013
Agenda Item Recycling Award
Time Req. 0
Agenda Placement Staff Retorts
Originating Department/Requestor Administration/Jennifer Pinski
Requester's Signature
Action Requested Receive Information
Background/Justification(Please indicate any previous action has been taken or if other public
bodies have been advised).
See Attached.
r �r CITY OF
OAK PARK HEIGHTS
14168 Oak Park Boulevard No. • P.O. Box 2007 • Oak Park Heights,MN 55082-2007 • Phone:651,1439-4439 • Fax:651/439-0574
June 21, 2013
Philip Buck
5836 Olinda Avenue North
Oak Park Heights, MN 55082
Dear Mr. Buck:
Thank you for participating in the City's recycling program. As an incentive to
recycle and to increase fire prevention awareness, the City rewards two
residents each month with their choice of an award of $25.00 or a fire
extinguisher and/or smoke detector(s).
Your residence was checked on Thursday, June 21, 2013, to determine if you
had your recycling bin out with your regular garbage. Your recycling was out
and ready for collection; therefore, you are one of this month's winners.
Please contact me at 439-4439 to let me know your choice of award.
On behalf of the Oak Park Heights City Council, thank you for participating in
the City's recycling program.
Congratulatio
i
fer Pinski
Deputy Clerk
Tree City U.S.A.
s
Oak Park Heights
Request for Council Action
Meeting Date June 25, 2013
Agenda Item Approve City Council Minutes—June 11, 2013
Time Req. 0
Agenda Placement Consent
Originating Department/Req estor A I '1istratio Je er Pinski
Requester's Signa
Action Requested Approve
Background/Justification (Please indicate any previous action has been taken or if other public
bodies have been advised).
See Attached.
CITY OF OAK PARK HEIGHTS
TUESDAY, JUNE 119 2013
CITY COUNCIL MEETING MINUTES
I. Call to Order/Pled a of Alle lance/A roval of Agenda: Mayor McComber
called the meeting to order at 7:00 p.m. Present: Councilmembers Dougherty,
Runk and Swenson. Staff present: City Administrator Johnson, Public Works
Director Kegley, Finance Director Caruso, City Attorney Vierling, and City
Engineer Long. Absent: Councilmember Liljegren and City Planner Richards.
Councilmember Swenson, seconded by Councilmember Runk, moved to approve
the Agenda. Carried 4-0.
II. Council/Staff Reports:
A. Mayor McComber: The Parks Commission's next meeting was set for
June 15. The next summer park program was set for June 16 from 10 a.m.
to noon at Valley View Park.
B. Councilmember Dougherty: The League of Minnesota Cities Conference
was set for June 19 through June 21.
C. Councilmember Lil'e en: Absent
D. Councilmember Runk: The Planning Commission meeting for June was
cancelled. He attended a meeting with a neighborhood in Autumn Ridge
on June 11 regarding a neighborhood pond.
E. Councilmember Swenson: No report
F. Staff: Deputy Clerk Pinski reported that Michael Weinberg of 14630 571h
Street North was chosen as the recycling award winner. She also provided
a report on the Spring Clean-up totals.
11I. Visitors/Public Comment:
None
IV. Consent Agenda:
A. Approve Bills & Investments
B. Approve City Council Minutes—May 29, 2013
C. Approve Cooperative Agreement for Maintenance for County Road 62
and County Road 63
D. Adopt Resolution Accepting Park and Trail Guide Sponsorship Funds
E. Authorize Expenditure for City Plans
City Council Meeting Minutes
June 11, 2013
Page 2 of 4
Councilmember Swenson, seconded by Councilmember Runk,moved to approve
the Consent Agenda. Roll call vote taken. Carried 4-0.
V. Public Hearinms:
None
Vi. Old Business:
A. St. Croix River Crossing: Jon Chiglo, St. Croix River Crossing Project
Manager for the Minnesota Department of Transportation, was present at
the meeting and stated that work was to begin on the south frontage road
the following week. He stated signs would be posted and all work would
be completed in 2013. He also stated there would be valve replacement
work east of Osgood Avenue that would require water service interruption
for up to ten hours. Chiglo reported that notice would be provided to
affected properties at least a week in advance. Mayor McComber
questioned where the fill would be disposed of. Chiglo responded that
they were in the process of determining disposal sites.
B. Peabody Ave.—Roadway: Jon Chiglo from the Minnesota Department of
Transportation showed a map of the proposed plan. He stated that the new
access was 90 feet south of the old access to Lookout Trail. He stated the
road would be a paved surface approximately 20 feet wide with a
maximum slope of 6.5 percent, and the landing area would be
approximately a two percent slope. Chiglo stated that MNDOT would
build the road at their expense.
City Administrator Johnson reported that if the City Council agreed with
MNDOT's proposed plan, the City would be responsible for the
maintenance in the long-term in exchange for their construction of that
road.
Councilmember Swenson, seconded by Councilmember Dougherty,
moved to approve MNDOT's recommendation to go with a secondary
access to Lookout from Peabody Avenue. Carried 4-0.
VII. New Business:
A. A_orove use of Revenue Bond Tools—VSSA Refinancing and Oakgreen
Commons Expansion Projects: Jenny Bolton of Kennedy and Graven
requested authorization to move forward with setting the Public Hearing.
Councilmember Runk, seconded by Councilmember Swenson, moved to
authorize staff to move forward. Carried 4-0.
City Council Meeting Minutes
June 11, 2013
Page 3 of 4
B. Authorize Finance Director to Pre are Preliminary 2014 Bud et: Finance
Director Caruso reported that the state legislature adopted changes that
would affect the 2014 budget, including a three percent levy limit and an
exemption from sales tax. She requested that the City Council provide
any requests to her by June 28.
Councilmember Swenson, seconded by Councilmember Dougherty,
moved to authorize the Finance Director to proceed. Carried 4-0.
C. 2014 Budget Schedule: Mayor McComber, seconded by Councilmember
Runk, moved to approve the schedule as recommended by the Finance
Director. Carried 4-0.
D. Playful City USA--Leader's Summit: Councilmember Swenson,
seconded by Councilmember Dougherty,moved to send a letter that the
cost for attending the Leader's Summit was not included in the 2013
budget. Carried 4-0.
E. St. Croix River Crossing—Betterment of Water Main Upsizing: City
Engineer Long reviewed his memo which was included in the City
Council packet for that evening's meeting.
Councilmember Runk, seconded by Councilmember Swenson,moved to
authorize staff to continue to work with MNDOT and bring back to the
City Council. Carried 4-0.
F. Acc t Donation of$100 from Glenn Crain of Paris Ave. for Police
Department: Councilmember Runk, seconded by Councilmember
Swenson, moved to accept the donation to the Police Department. City
Administrator Johnson stated the acceptance should be by Resolution.
Councilmember Swenson suggested a plaque be made. Mayor McComber
suggested the Resolution be on the plaque. Roll call vote taken. Carried
4-0.
G. Autumn Ridge Pond: City Administrator Johnson reported that the
neighbors in the Autumn Ridge neighborhood were concerned with the
drainage line being clogged and algae on the surface of the pond. He
stated they wanted to know if the pond could be treated and if staff,in the
interim, could contact Brown's Creek Watershed to determine a solution.
Councilmember Runk, seconded by Councilmember Dougherty,moved to
direct staff to contact the Brown's Creek Watershed District as to possible
changes or amenities, and have staff contact Lake Management and
negotiate up to $1,000 for treatment of the pond for the current year.
Carried 4-0.
City Council Meeting Minutes
June 11, 2013
Page 4 of 4
VIII. Other Council Items or Announcements
Councilmember Swenson thanked Public Works Director Kegley for his records
management of the water system.
IX. Adjournment
Councilmember Dougherty, seconded by Councilmember Runk,moved to
adjourn at 7:44 p.m. Carried 4-0.
Respectfully submitted, Approved as to Content and Form,
Jennifer Pinski Mary McComber
Deputy Clerk Mayor
Oak Park Heights
Request for Council Action
Meeting Date June 25, 2013 Time Required: x min
Agenda Item Title: Liability Coverage — LMCIT Waiver of Statutory Tort Limits
Agenda Placement Consent
Originating Department/Requesto r Finance — Betty Caruso
Requester's Signature \
Action Requested Waive the statutoKy tort limits
Background/Justification (Please indicate if any previous action has been taken or if other
public bodies have advised):
Form Attached
LMCIT requires that a Liability Coverage Waiver Form is adopted annually by the City
Council.
The City has waived the monetary limits on tort liability for many years. We purchase liability
coverage of$1,500,000 per occurrence (statutory limit), in addition, we purchase excess
liability coverage of$1,000,000.
I have reviewed this option with the insurance representative and with legal counsel and
would recommend that the City continue to waive the statutory limits.
SECTION I: LIABILITY COVERAGE WAIVER FORM
Cities obtaining liability coverage from the League of Minnesota Cities Insurance Trust must decide
whether or not to waive the statutory tort liability limits to the extent of the coverage purchased. The
decision to waive or not to waive the statutory limits has the following effects:
If the city does not waive the statutory tort limits, an individual claimant would be able to recover no
more than $500,000, on any claim to which the statutory tort limits apply. The total which all claimants
would be able to recover for a single occurrence to which the statutory tort limits apply would be
limited to$1,500,000. These statutory tort limits would apply regardless of whether or not the city
purchases the optional excess liability coverage.
If the city waives the statutory tort limits and does not purchase excess liability coverage, a single
claimant could potentially recover up to$1,500,000. on a single occurrence. The total which all
claimants would be able to recover for a single occurrence to which the statutory tort limits apply would
also be limited to$1,500,000., regardless of the number of claimants.
If the city waives the statutory tort limits and purchases excess liability coverage, a single claimant
could potentially recover an amount up to the limit of the coverage purchased. The total which all
claimants would be able to recover for a single occurrence to which the statutory tort limits apply would
also be limited to the amount of coverage purchased, regardless of the number of claimants.
Claims to which the statutory municipal tort limits do not apply are not affected by this decision.
This decision must be made by the city council. Cities purchasing coverage must complete and
return this form to LMCIT before the effective date of the coverage. For further information, contact
LMCIT. You may also wish to discuss these issues with your city attorney.
ofFY eF
04 K?AaX Ne-o rarpccepts liability coverage limits of$ 1,SC)_ t from the League of
Minnesota Cities Insurance Trust (LMCIT),
Check one:
❑ The city DOES NOT WAIVE the monetary limits on municipal tort liability established by
Minnesota Statutes 466.04.
The city WAIVES the monetary limits on tort liability established by Minnesota Statutes 466.04,
to the extent of the limits of the liability coverage obtained from LMCIT.
Date of city council meeting
Signature Position
Return this completed form to LMCIT, 145 University A ve. W., St Paul, MN. 55103-2044
I '
Oak Park Heights
Request for Council Action
Meeting Date June 25th 2013
Time Required: 5 Minutes
Agenda Item Title: Advanced W � ashers
Agenda Placement Old Bus/ess;
Originating Department/R uest Johns rt Administrator
Requester's Signature
Action Requested Discuss' n ossible Action
Background/Justification (PI s indicate if any previous action has been taken or if other public
bodies have advised):
The City Council referred this item to the Park Commission for comments:
The Park Commission did discuss this matter in detail on June 17th 2013 and generally concluded
that:
1. They did not prefer that any advanced warning flashed be installed near the High School
on 58th Street as there already is a signalized crossing available at Neal intersection.
2. That it was understood that the Boutwell's parking are on the north side of 58th street is
for staff which they should be utilizing the tunnel as proposed and constructed and they
did not support a signal at this location.
3. That the Park Commission did support an installation at 55th Street& Oakgreen Ave of a
system that was similar to the data as presented and not a 24 hour flasher.
(NOTE: Minutes not available at the time of this Council Action sheet being crafted, so it is
based from my notes.)
FromApril2P 2013,giT Council Packet:
During a work session earlier this year; the City Council discussed the possibility of installing advanced
warning flashers at various locations in the City. These flashers are meant to give drivers some
noticeable advance warning when they are pedestrians in the roadway. Chief DeRosier did provide his
thoughts on this concept and is also enclosed.
In this project the flashers would be initiated when the pedestrian pushes a control button activating the
adjacent pole mounted flashers as well as the advanced flashers that are offset by 100+1-feet through a
radio telemetry system.
Traffic Control Corporation (a City of Oak Park Heights firm) did kindly provide a summary quote of
needed apparatus to provide such as system in three locations.
1. Near the High School-- Crossing of 5e Street
2. At$outwell's handing— Crossing of 5e street
3. At Oakgreen Ave— Crossing at 561h street.
These quotes are enclosed and would total the following: See the next page.
Actions to Consider:
1. All current crosswalks are in compliance with approved standards, this project would be an
enhancement
2. The Council should discuss the desire to make such and investment in all areas. Should the
base equipment purchase from Traffic Control Corporation be anticipated to exceed $25,000
the City would need to secure a second quote.
3. Does the City want to requestfi'nancial partnerships from Boutwell's and the High School
4. Timing, when might the Council desire to install this equipment.
5. Funding sources: This project does not have a dedicated funding source at this time, however
as this is a new project and generally benefits the City's trail-way systems, the City park
Dedication Fund($700K+balance) may be considered as well as the undesignated portion of
the City's Budgeted Projects fund which has a balance of$179,000
City of Oak Park HelgMs
Solar Power Cross Walk Flasher-Estimates with Install
Item
Traffic Control Corporation
Price im Total
Site#1 $ 9,874.00 $ 691.18 $ 10,565.18
Site#2 $ 9,874.00 $ 691.18 $ 10,565.18
Site#3 $ 7,852.00 $ 549.64 $ 8,401.64
subtotal $ 29,532.00
Installation of systems
Electrical Firm $ 6,000.00
Subtotal $ 6,000.00
Clty Costs
Concrete Bases for Sites 1&2 $ 1,500.00
Telspar Posts for Advanced Flashers $ 800.00
Misc City Costs $ 500.00
Subtotal $ 2,800.00
Subtotal of All Elements $ 38,332.00
10%Contingency $ 3,83310
GRAND TOTAL $ 42,165.20
Eric Johnson
From: Brian DeRosier
Sent: Thursday,April 16,2013 2:53 PM
TO. Eric Johnson
Subject Re:Advanced Warning Flashers-Pad Crossings
Eric;
I have reviewed the information on the purchase and installation of advanced warning flashers for the 3 locations noted
as pedestrian crossings_ We have spoken about this and council has reviewed this in the past with information that i
have provided.
I find no specific negative aspect of such equipment,however I would hedge on the true effectiveness of such
equipment,or expectations by the public of the true effectiveness.
There is some concern that with this type of equipment pedestrians may feel a heightened sense of safety or
"rights' that may not realistically be provided,and as such not take precautions they should. These crosswalks will still
not be provided a stop light controlled intersection with this equipment—only an Intent of drawing attention of drivers
to the crosswalk.
With the positioning of the warning system near the high school this is already a very congested area for signage, lights,
traffic, and curving road design and posted speed Limit being high in the congestion area. Road design by engineering
may support the speed limit but these other factors do present issues with the speed. These lights may have a negative
or ineffective contribution and add to that clutter and confusion. There have only been a couple of incidents near the
school in the history of the time the school has been there,and all of those have been investigated and attributed to
violations by the pedestrian stepping out into traffic abruptly or weaving between traffic etc., not the motorist. This is
not to say there are not failure to yield incidents at the school location as there are at every location at one time or
another,we do issue citations for this. We have issued numerous PSA announcements to the students deterring them
from using this location and to use the signaled crosswalk% block up.This Is also included in the student information
sent home at the beginning of the year to the parents. We do increased patrols in the area when
available. Unfortunately many parents have also taken to this location as a shortcut to picking up and dropping their
children instead of entering the school grounds. The result of this in increased traffic with students that park in the
ponds shopping center using the cross walk and driving out the entrance onto 58"'St, parking issues with parents
waiting or dropping off in and near the entrance to OPH Ponds shopping area, increased"repeated over short time
period" pedestrian traffic In this area,all leading and causing increased"clutter"with the already high volume of cars
and buses in the area prior to and after school. The proposed early warning signals could provide an asset to the overall
multi-faceted problem,however there are more issues than just the crosswalk at play in this location.
In regards to the Boutwells and Oakgreen locations these appear to be possible effective locations to provide the
advanced warning being sought.
With all locations I would recommend a possible sign at the location of the buttons simply telling pedestrians to ensure
traffic is stopped or stopping prior to starting to cross. The lights are only meant to provide additional attention to the
crosswalk and do not provide greater rights.
Again I see no§pecific negative or detrimental effect of installation of the equipment and hope that if installed it will
provide the level of awareness sought.
z
a
Brian DeRosier
Chief of Police/Emergency Manager
Oak Park Heights Police Dept.
14168 Oak Bark Blvd No. PO Box 2007
Oak Park Heights, MN 55082
651-439-4723
Those that have the ability to right a wrong,have the responsibility to. Ethics are what you do when no one else is
looking or would find out.
z
TRAFFIC CONTROL Quotation No: 413195-00
C O R P Q RATIO N Quotation Date: 04109/2013
5651 Memorial Avenue Customer No: 013158
Oak Paris Heights, MN 55082 Page No: 1
OAK PARK HEIGHTS
14168 Oak Park Blvd. Budgetary -3 Sites
OAK PARK HEIGHTS MN 56082.2004
Phone: (661)438-4439 SOLAR POWERED CROSSWALK FLASHER
Fax: (651)430-0574
Your Request No: VERBAL
ATTN: ERIC JOHNSON
Item Part No I Description Quantity ty Unit Price Extended
Price
001 SITE 1 -SAH5 CROSSING 1.00 EA 9,874.00 $9,874.00
1 -JSF-AB-1492-Yellow Housing 12"one section amber LED 4-5 00
Pole Mount (for mounting on Telespar post)
2-JSF-AB-2412-Yellow Housing with Yellow LED, Dual 12"and Push
button(to be mounted on pedestal pole quoted below)
2-Campbell Pushbuttons wl Housing
2- 13 ft pedestal pale,base&windcollar
(Telespar will rued to be provided for the A13-1412 Installation)
002 SITE 2-BOUTWELLS CROSS 1.00 EA - 9,874.00- $9,874.00
1 -JSF-AB-1412-Yellow Housing 12"one section amber LED 4.5 OD
Pole Mount (for mounting on Tefespar post)
2-JSF AB-2412-Yellow Housing with Yellow LED, Dual 12"and Push
button(to be mounted on pedestal pole quoted below)
2-Campbell Pushbuttons wl Housing
2-13 ft pedestal pole,base&windcol€ar
(Telespar will need to be provided for the AB-1412 installation)
003 SITE 3-OAKGREEN155TH 1.00 EA 7,852.00 $7,852-00
2-JSF-AB-2412-Yellow Housing with Yellow LED, Dual 12"and Push
button(to be mounted on pedestal pole quoted below)
2-Campbell Pushbuttons wl Housing
2_13 ft pedestal pole, lass 8,windcohar
Total items Price $27,600.00
Above prices do not Include sales tax.
Payment terms are Net 30 days with prier approved credit.
Prices are firm for 30 days.
Delivery Is approximately 45-60 Clays after release.
Concrete foundation for pedestal pole provided by others.Telespar post for advanced flashers provided by others.
Sincerely,
Callee S'tengl
Voice: 651-439-1737 Website: www.trafficcontroleorp.corn Fax:651-439-0311
site 1 N
AB-2412 Dual Head AB-1412 Single Head (City to provide telespar)
1 Pushbutton at each Dual head & 1 13ft Pedestal Pole w/ Base
Site 2
j �
Pushbutton Wj AB-2412 Dual Head AB-1412 Single Head (City to provide telespar)
QI each Dual head & 1 13ft Pedestal Pole w/ Base
fi=r,
Site 3
AB-2412 Dual •
Pushbutton • & 1 13ft Pedestal ! Base
I
Oak Park Heights
Request for Council Action
Meeting Date June 25th 2013
Time Required: 10 Minutes
Agenda Item Title: St. Croix River Crossing- Water Main Routing
Agenda Placement New Business.
Originating Department/Reque or 'ErdJ�Zson, City Administrator
Requester's Signature
Action Requested Discuss' Possible Action
Background/Justification(Please indicate if any previous action has been taken or if other public
bodies have advised):
Please see the attached memo from the City Engineer dated 6/21/13.
Lr Stantec Consulting Services Inc.
2335 Highway 36 West
St. Paul MN 55113
Tel: (651)636-4600
Fax: (651)636-1311
Stantec
June 21, 2013
Mr. Eric Johnson
City of Oak Park Heights
14168 Oak Park Blvd. N.
P.O. Box 2007
Oak Park Heights, MN 55082
Re: St. Croix River Crossing Project—Water Main Routing
Stantec File No: 193801366
Dear Eric:
On Tuesday, June 19th, we were informed of environmental concerns with installing the water main over the
existing clay cap that lies over the Xcel Energy fly ash site. The Minnesota Pollution Control Agency (MPCA)
was concerned with possible leaks in pressurized pipes and the affects that would have on the clay cap. An
option included casing the water main and installing manholes for monitoring of any leaks. A monitoring
schedule would have been needed to be developed, and the city could still be held liable for damage to the
cap that may have occurred in the event of a water main leak or break. Because of the continued monitoring
and risk with installing the water main over the clay cap, we were asked to look at possible routing options
that would avoid the cap area, but still allow for the water main system to function as originally designed.
Attached to this letter are alternative routes that were developed.
Option X— included going south around the clay cap, routing from the south frontage road near Club Tara,
south along the west edge of the Xcel property, then east along the north edge of the Oak Park Height's park
property, and then north between Peller and Penrose Avenues to tie-in on 59 Avenue.
Positives:
1. Avoids the cap
2. Limited disturbance to high traffic areas
Negatives
1. Easements required
2. Length of route
3. Some disturbance to city streets and residents
4. Directional drilling required to install water main through wetland area
Option Y—included installing new water main south on Osgood Avenue, east along 58th Street, across the
north edge of the city park, and then north between Peller and Penrose Avenues to tie-in on 59t"Avenue.
Positives
1. Avoids the cap
2. Eliminates easements
Negatives
1. Length of route
2. Significant disturbance to city streets and residents
3. Several service tie-ins 1 disruptions
4. Additional work on Osgood Avenue
5. Directional drilling required to install water main through wetland area
suntiec
Page 2 of 2
Option Z—included crossing to the north side of Highway 36, then east within MnDOT right-of-way, then
south crossing the new ramps and highway, with the tie-in near existing Beach Road and 591"Avenue
intersection.
Positives
1. Avoids the cap
2. Eliminates additional distributions to city streets and services during construction
3. Installed entirely within MnDOT right-of-way
4. Minimizes added lengths of water main
Negatives
1. Water main casing pipes required under ramps and highway
2. Depth of water main under the road ways
3. Possible adjustments to water main due�o future work within the MnDOT right-of-way
On Thursday, June 20'h, a meeting was held with MnDOT, Ames-Lunda, the MPCA, and the City of Oak Park
Heights representatives present. The various options were discussed, along with the positives and negatives
of each option. Option Z was selected as the favored choice.
i
We feel that Option Z will provide the city with an 6lternative that meets the needs for the water distribution
system. Similar to the other options, Option Z dogs have some maintenance concerns, but we feel that it is
an acceptable alternative_
1
If you have any questions please feel free to contact me at (651)967-4634.
Sincerely,
STANTEC
m6- 10o 65 i�/e_ X i W '4C.
Jason Petersen, P.E. f
Attachments: Exhibit for Water Main Route Options
copy: Andy Kegley—Public Works Director; Chris Long--Stantec.
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Oak Park Heights
Request for Council Action
Meeting Date June 25 2013 Time Required: 5 min
Agenda Item Title : Designations of 2012 Fund Balance
Agenda Placement New
Originating Department/Requestor Finance - Betty Caruso
Requester's Signature
Action Requested Allocation of Undesi nated Fund Balance in Accordance with the
Fund Balance Policy
Background/Justification (Please indicate if any previous action has been taken or
if other public bodies have advised):
The 2012 Audit reflects and undesignated fund balance of$706,024.
This is in excess of what is required to fund the General Fund and the Reserves
required for Cash Flow and Contingencies.
The City's adopted a Fund Balance Policy which addresses how the averages should
be utilized.
The attached memo explains the General Fund Balance and the fund balance policy
on the use of overage. In compliance with the policy I have included
recommendations for council's consideration.
City of Oak Park Heights�
r< .
Memo
June 25, 2013
To: Mayor & Council
From: Betty Caruso, Finance Director
Re: 2012 General Fund Undesignated Fund Balance
In the February 5, 2013 weekly notes there was a memo regarding the General Fund
overview and the projected fund balance. The audit has been completed and the General
Fund Undesignated Balance with reserve requirements are as follows:
2012
Fund
Balance
Total Fund Balance $3,669,633
Non-Spendable 4,609
Cash Flow Reserve $2,060,000
Contingent Employee Benefits Reserve 165,000
General Contingency Reserve 734,000
Undesignated Balance $ 706,024
During 2013 the Council has approved unbudgeted expenditures of:
Stillwater Fireworks Donation $ 7,000
Web Casting 10,000
Trail Osgood/Oxboro 20,700
Total Unbudgeted Expenditures $ 37,700
The net undesignated balance after the above approved expenditures is $668,234.
In accordance with our fund balance policy overages should be used in the following
ways:
• First, any overage or portion thereof may be used to offset a projected
shortfall in in current or future year's projections.
• Second, any excess may be transferred to other funds as authorized by the
City Council (i.e. Capital Projects Funds for funding City Projects.
• Third, the excess may be used to reduce the property tax levy required for
ensuing years.
In compliance with our policy, T would recommend;
• First, that we fund the above projects of$37,700.
• Fund the over budgeted expenditure Contractual Services-Snowplowing. $6,100
(Spent through May 2013 $136,905. Budgeted$130,810.)
Along with allocating an additional $61,000 to meet the 5 year average
expenditures of November and December for a total of$$67,100.
• Secondly, Transfer$536,000 to the Revolving Capital Fund to pay for the City's
portion of the SCRC Project as listed in Exhibit FI of the project.
• Third, leave the remaining $65,000 in Undesignated Fund Balance to fund future
expenditures or needs of the 2014 budget.
Oak Park Heights
Request for Council Action
Meeting Date June 25;' 2013
Time Required: 5 Minutes
Agenda Item Title: A pprove Use of Revenue Bond Tools—VSSA Refinancing
Agenda Placement New Busines
Originating Department/Requ t c Johnson Ci Administrator
Requester's Signature
Action Requested See Belo .
Background/Justification(Please indicate if any previous action has been taken or if other public
bodies have advised):
VSSA-Boutwell's Landing Care Center Project-is seeking to refinance the $21,000,000 in construction
bonds(being the original principal amount)that was issued for the construction of the 108-bed skilled
care nursing facility, located at 5600 Norwich Parkway.
The debt services on these revenue bonds will not become the debt of the City and are issued through this
conduit to reduce the financing costs as the taxation liabilities for bond purchasers is lessened—tax
exempt. Like municipal bonds,these revenue bonds hold this tax exempt status so as to induce investors
to participate and meet the goal of providing such facilities.
The City has a required Closing Fee structure(see the attached Policy)for the use of the City as a conduit,
being 1%of the total bond issuance.The City Council may reduce this percentage at its discretion,but
may not be less than.5%. While the City will not have any resulting debt from these tools,the City's
name will be forever tied to these developments.The City is not required to issue these bonds and is
purely discretionary.
VSSA Fees Are: $21,000,000 X 1.0 %= $210,000
Possible Option: $21,000,000 X 09 %= $189,000
VSSA has requested that the City Council reduce the Fees from the 1%to the .5%amount,which would
result in a$105,000 fee loss to the City. Staff notes that while the request provides rationale for a fee
reduction,VSSA did receive a substantial reduction in November 2007 when these notes were first issued
with the City reducing the fee from 1.0%down to.1%or$20,000. As this is a refinancing,one option to
at least consider is to provide VSSA the credit for fees paid to date making the new required fee 0.9%.
(The City adopted the fee schedule in July 2006)VSSA is also seeking a reduction in the .1% annual
service fee which the Council may also consider.
Requested Action: Approve the enclosed Resolution
The Council may take separate action on the fee reduction requests.
RESOLUTION NO.
AUTHORIZING THE ISSUANCE, SALE, AND DELIVERY OF REVENUE
BONDS UNDER MINNESOTA STATUTES, SECTIONS 469,152 THROUGH
469.1655,AS AMENDED; AUTHORIZING THE LOAN OF THE PROCEEDS OF
THE REVENUE BONDS TO VSSA CARE CENTER, LLC TO REFINANCE A
NURSING HOME AND RELATED FACILITIES; AND APPROVING THE
FORM OF AND AUTHORIZING THE EXECUTION AND DELIVERY OF THE
REVENUE BONDS AND RELATED DOCUMENTS
WHEREAS, the City of Oak Park Heights, Minnesota (tile "Issuer"), is a municipal corporation
and political subdivision duly organized and existing under the laws of the State of Minnesota; and
WHEREAS, under the Minnesota Municipal Industrial Development Act, Minnesota Statutes,
Sections 469.152-469.1655,as amended(the"Act"),Minnesota home rule charter and statutory cities are
authorized to issue revenue bonds to finance, in whole or in part,the cost of the acquisition, construction,
reconstruction, improvement, betterment, or extension of "projects" defined as properties, real or
personal, used or useful in connection with a revenue producing enterprise, whether or not operated for
profit, engaged in providing health care services, including nursing homes and related medical facilities;
and
WHEREAS, the Issuer is also authorized to issue revenue bonds to refund, in whole or in part,
bonds previously issued by it under the Act on behalf of an organization described in Section 501(c)(3)of
the Internal Revenue Code of 1986,as amended(the"Code");and
WHEREAS, VSSA Care Center, LLC, a Minnesota limited liability company (the `Borrower"),
the sole member of which is Valley Senior Services Alliance, a Minnesota nonprofit corporation (the
"Sole Member"), has requested that the Issuer assist in refinancing obligations previously issued for the
acquisition, construction, and equipping of facilities consisting of a 108-bed skilled nursing facility
located at 13575 58th Street North in the City of Oak Park Heights, Minnesota(the "Project") by issuing
revenue bonds under the Act;and
WHEREAS, the acquisition, construction, and equipping of the Project was originally financed
with the proceeds of the following obligations issued by the Issuer (collectively, the "Prior Notes"): (i)
Tax Exempt Loan Participation Note(Boutwells Landing Care Center Project), Series 2007A(the"Series
2007A Note"), in the original aggregate principal amount of $10,000,000; and (ii)Tax Exempt Loan
Participation Note (Boutwells Landing Care Center Project) Series 2007B (the "Series 2007B Note"), in
the original aggregate principal amount of$10,000,000; and
WHEREAS, following the publication of a notice (the "Public Notice") of a public hearing in
accordance with the Act and Section 147(f)of the Code,the City Council of the Issuer conducted a public
hearing on the date hereof at which a reasonable opportunity was provided for interested individuals to
express their views,both orally and in writing, on the proposed issuance of the Bonds(as defined below),
and the location and nature of the Project; and
WHEREAS, the Borrower has requested that the Issuer issue its Nursing Home Revenue
Refunding Bonds (Boutwells Landing Care Center Project), Series 2013 (the `Bonds"), in a principal
amount presently estimated not to exceed$21,000,000,and loan the proceeds derived from the sale of the
Bonds to the Borrower to refund the Prior Notes and to thereby refinance the Project; and
425556v2 JSB AK145-5 1
WHEREAS, the Bonds are to be issued pursuant to the terms of the Act, this resolution, and an
Indenture of Trust,to be dated as of or after July 1, 2013 (the"Indenture"), between the Issuer and Wells
Fargo Bank,National Association(the"Trustee");and
WHEREAS,the Issuer will loan the proceeds derived from the sale of the Bonds to the Borrower
(the "Loan") pursuant to the terms of a Loan Agreement, dated as of or after July 1, 2013 (the "Loan
Agreement"),between the Issuer and the Borrower; and
WHEREAS, the Borrower will apply the proceeds of the Loan to refund the Prior Notes and
refinance the Project, to pay a portion of the costs of issuance and other related costs with respect to the
Bonds,and to fund one or more reserve funds to secure the Bonds; and
WHEREAS, the loan repayment obligations of the Borrower under the terms of the Loan
Agreement will be secured by an Amended and Restated Mortgage, Security Agreement, Fixture
Financing Statement and Assignment of Leases and Rents, dated as of or after July 1, 2013 (the
"Mortgage"),executed by the Borrower,as mortgagor, in favor of the Trustee,as mortgagee; and
WHEREAS, the loan repayments to be made by the Borrower under the Loan Agreement are to
be assigned to the Trustee under the terms of the Indenture for the benefit of the holders of the Bonds;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF OAK
PARK HEIGHTS,MINNESOTA(THE"CITY COUNCIL"),AS FOLLOWS:
1. The Issuer finds, determines, and declares that the issuance of the Bonds is authorized by
the Act and is consistent with the purposes of the Act.
2. The Issuer understands that the Borrower will pay the administrative fee of the City on
the date of issuance of the Bonds and any and all costs incurred by the Issuer in connection with the
issuance of the Bonds,whether or not the Bonds are issued.
3. For the purposes set forth above, there is hereby authorized the issuance, sale, and
delivery of the Bonds in one or more series in the maximum aggregate principal amount not to exceed
$21,000,000. The Bonds shall bear interest at fixed rates established by the terms of the Indenture. The
Bonds shall be designated, shall be numbered, shall be dated, shall mature, shall be subject to redemption
prior to maturity, shall be, in such form, and shall have such other terms, details, and provisions as are
prescribed in the Indenture, in the form now on file with the Issuer, with the amendments referenced
herein. The Issuer hereby authorizes the Bonds or a portion thereof to be issued as "tax-exempt bonds,"
the interest on which is excludable from gross income for federal and State of Minnesota income tax
purposes.
All of the provisions of the Bonds, when executed as authorized herein, shall be deemed to be a
part of this resolution as fully and to the same extent as if incorporated verbatim herein and shall be in full
force and effect from the date of execution and delivery thereof. The form of the Bonds is hereby
approved,with such necessary and appropriate variations, omissions,and insertions(including changes to
the aggregate principal amount of the Bonds,the stated maturities of the Bonds and the maturity dates,the
interest rates for the Bonds, and the terms of redemption of the Bonds) as the Mayor and the City
Administrator of the Issuer(the "Issuer Officials"), in their discretion, shall determine. The execution of
the Bonds with the manual or facsimile signatures of the Issuer Officials and the delivery of the Bonds by
the Issuer shall be conclusive evidence of such determination.
425556v2 JSB AK 145-5 2
4. The Bonds shall be special, limited obligations of the Issuer payable solely from the
revenues provided by the Borrower pursuant to the Loan Agreement, the Mortgage, and other funds
pledged by the Borrower to the Trustee. The City Council hereby authorizes and directs the Issuer
Officials to execute the Indenture, and to deliver the Indenture to the Trustee, and hereby authorizes and
directs the execution of the Bonds in accordance with the terms of the Indenture, and hereby provides that
the Indenture shall provide the terms and conditions, covenants, rights, obligations, duties, and
agreements of the owners of the Bonds,the Issuer and the Trustee as set forth therein.
All of the provisions of the Indenture,when executed as authorized herein, shall be deemed to be
a part of this resolution as fully and to the same extent as if incorporated verbatim herein and shall be in
full force and effect from the date of execution and delivery thereof. The Indenture shall be substantially
in the form on file with the Issuer, which is hereby approved, with such necessary and appropriate
variations, omissions, and insertions as do not materially change the substance thereof, or as the Issuer
Officials, in their discretion, shall determine, and the execution thereof by the Issuer Officials shall be
conclusive evidence of such determination.
5. The Loan Agreement is hereby approved. The Issuer Officials are hereby authorized and
directed to execute and deliver the Loan Agreement. All of the provisions of the Loan Agreement, when
executed and delivered as authorized herein, shall be deemed to be a part of this resolution as fully and to
the same extent as if incorporated verbatim herein and shall be in full force and effect from the date of
execution and delivery thereof. The Loan Agreement shall be substantially in the form on file with the
Issuer, with such omissions and insertions as do not materially change the substance thereof, or as the
Issuer Officials, in their discretion, shall determine, and the execution of the Loan Agreement by the
Issuer Officials shall be conclusive evidence of such determination.
6. The Issuer Officials are hereby authorized and directed to execute and deliver the Bond
Purchase Agreement, among the Issuer, Piper Jaffray & Co. (the "Underwriter"), the Sole Member, and
the Borrower(the`Bond Purchase Agreement"). All of the provisions of the Bond Purchase Agreement,
when executed and delivered as authorized herein, shall be deemed to be a part of this resolution as fully
and to the same extent as if incorporated verbatim herein and shall be in full force and effect from the date
of execution and delivery thereof. The Bond Purchase Agreement shall be substantially in the form on
file with the Issuer and is hereby approved, with such omissions and insertions as do not materially
change the substance thereof, or as the Issuer Officials, in their discretion, shall determine, and the
execution of the Bond Purchase Agreement by the Issuer Officials shall be conclusive evidence of such
determination.
7. In addition to the Loan Agreement, Indenture,Bond Purchase Agreement and Bonds,the
Issuer Officials are hereby authorized to execute and deliver, on behalf of the Issuer, such other
documents and certificates as are necessary or appropriate in connection with the issuance, sale, and
delivery of the Bonds, including but not limited to various certificates of the Issuer and an Information
Return for Tax-Exempt Private Activity Bond Issues, Form 8038. The Issuer hereby approves the
execution and delivery by the Trustee of the Indenture and all other instruments, certificates, and
documents prepared in conjunction with the issuance of the Bonds that require execution by the Trustee.
The Issuer hereby authorizes Kennedy & Graven, Chartered, as bond counsel to the Issuer in relation to
the Bonds,to prepare,execute,and deliver its approving legal opinion with respect to the Bonds.
8. The Issuer has not participated in the preparation of the Preliminary Official Statement
and the Official Statement relating to the offer and sale of the Bonds (collectively, the "Official
Statement"),and has made no independent investigation with respect to the information contained therein,
including the appendices thereto, and the Issuer assumes no responsibility for the sufficiency,accuracy, or
completeness of such information. Subject to the foregoing,the Issuer hereby consents to the distribution
425556V2 1S8 AK145-5 3
intended to be and being for the sole and exclusive benefit of the Issuer and any holder from time to time
of the Bonds issued under the provisions of this resolution.
12. The Bonds, when executed and delivered, shall contain a recital that they are issued
pursuant to the Act, and such recital shall be conclusive evidence of the validity of the Bonds and the
regularity of the issuance thereof,and that all acts,conditions,and things required by the laws of the State
of Minnesota relating to the adoption of this resolution, to the issuance of the Bonds, and to the execution
of the aforementioned documents to happen, exist and be performed precedent to the execution of the
aforementioned documents have happened,exist and have been performed as so required by law.
13. The officers of the Issuer, bond counsel, other attorneys, engineers, and other agents or
employees of the Issuer are hereby authorized to do all acts and things required of them by or in
connection with this resolution, the aforementioned documents, and the Bonds for the frill, punctual, and
complete performance of all the terms, covenants, and agreements contained in the Bonds, the
aforementioned documents and this resolution. In the event that for any reason the Mayor of the Issuer is
unable to carry out the execution of any of the documents or other acts provided herein, such documents
may be executed and such actions may be taken by any member of the City Council or officer of the
Issuer delegated the duties of the Mayor of the Issuer,with the same force and effect as if such documents
were executed and delivered by the Mayor of the Issuer, which execution or acts shall be valid and
binding on the Issuer. If for any reason the City Administrator of the Issuer is unable to execute and
deliver the documents referred to in this resolution, such documents may be executed by any officer or
employee of the Issuer delegated the duties of the City Administrator, with the same force and effect as if
such documents were executed and delivered by the City Administrator of the Issuer, which execution or
acts shall be valid and binding on the Issuer. If the person whose signature appears on any of the
foregoing certificates, instruments, or documents shall cease to be an Issuer Official before the date of
issuance of the Bonds such signature shall,nevertheless,be valid and sufficient for all purposes.
14. This resolution shall be in full force and effect from and after its passage.
425556v2 JSB AKI45-5
Adopted by the City Council of the City of Date Parts Heights, Minnesota, this 25th day of June,
2013.
Mayor
City Administrator
425556v2 JSB AK145-5
City of Oak Park Heights
-Financial Assistance —
Listing of Fees
1. Application Fee
Any conduit revenue bond, financial note or other financial assistance tool, including TIF
assistance, requested to be provided by the City shall require the payment of an
Application Fee of$3,000. This fee is payable at the time of the formal submission of any
financial assistance request. This fee is not refundable.
2. Escrow Deposit
In addition to Application Fee,the applicant shall also provide the City necessary cash to
be deposited into an escrow fund and in an amount estimated to adequate to secure all
City out-of-pocket expenses including but not limited to; attorney's fees, auditing fees,
planning fees, etc., to complete the project. This amount will be determined by the City
at the time of the submission of any application. Any unused funds shall be returned to
the Applicant.
3. Closing Fee
Prior to the City executing any final resolutions authorizing the sale of bonds, notes or
other financial assistance tools, a Closing Fee payable to the City shall be determined and
incorporated into the project. The Closing Fee shall be a maximum 1.0 percent of gross
proceeds. The City Council may determine a lower amount but may not be less than 0.5
percent. Closing Fees shall be due and payable at closing.
4. Annual Servicing Fee
The Applicant shall also pay to the City an Annual Servicing Fee and is equal to 0.1%of
the average balance of all outstanding funds as calculated on Jan 1 of each year following
the issuance of any financial tool or obligation. The first year Servicing Fee shall be pro-
rated.
-14-
Oak Park Heights
Request for Council Action
Meeting Date June 25th, 2013
Time Required: 5 Minutes
Agenda Item Title; Approve Use of ev n e Bond Tools--Oak re n
Commons Expansion Projects.
Agenda Placement New Business
Originating Department/Reque or Jo Administrator
Requester's Signature
Action Requested See Be
Background/Justification( lease indicate if any previous action has been taken or if other public
bodies have advised):
The City has been approached by Developer Tim Nolde to consider the issuance of revenue bonds to
finance/refinance senior care facilities:
1. Oakgreen Commons LLC(Developer Tim Nolde)is seeking the City to issue NEW revenue
bonds for the acquisition,construction and equipping of the 30 unit memory care facility.
The debt services on these revenue bonds will not become the debt of the City and are issued through this
conduit to reduce the financing costs as the taxation liabilities for bond purchasers is lessened—tax
exempt. Like municipal bonds,these revenue bonds hold this tax exempt status so as to induce investors
to participate and meet the goal of providing such facilities.
The City has a required Closing Fee structure(see the attached Policy)for the use of the City as a conduit,
being 1%of the total bond issuance. The City Council may reduce this percentage at its discretion,but
may not be less than .5%. While the City will not have any resulting debt from these tools,the City's
name will be forever tied to these developments. The City is not required to issue these bonds and is
purely discretionary.
Oakareen Commons LLC Fees Are: $ 5,500,000 X ,01= $55 000
Requested Action: Approve of the enclosed resolution.
RESOLUTION NO.
AUTHORIZING THE ISSUANCE, SALE, AND DELIVERY OF SENIOR
HOUSING REVENUE BONDS AND ADOPTING A HOUSING PROGRAM
PURSUANT TO MINNESOTA STATUTES, CHAPTER 462C, AS AMENDED;
AUTHORIZING THE LOAN OF THE PROCEEDS OF THE REVENUE BONDS
TO OAKGREEN COMMONS, LLC; AND APPROVING THE FORM OF AND
AUTHORIZING THE EXECUTION AND DELIVERY OF THE BONDS AND
RELATED DOCUMENTS
WHEREAS, the City of Oak Park Heights, Minnesota (the "City"), is a municipal corporation
and political subdivision duly organized and existing under the laws of the State of Minnesota;and
WHEREAS, pursuant to Minnesota Statutes, Chapter 4620, as amended (the "Act'), the City is
authorized to carry out the public purposes described in the Act by issuing revenue bonds to finance or
refinance multifamily housing developments located within the City and, as a condition to the issuance of
such revenue bonds, adopt a housing program providing the information required by Section 462C.03,
subdivision la,of the Act; and
WHEREAS, in the issuance of the City's revenue bonds and in the making of a loan to finance a
multifamily housing development the City may exercise, within its corporate limits, any of the powers
that the Minnesota Housing Finance Agency may exercise under Minnesota Statutes, Chapter 462A, as
amended,without limitation under the provisions of Minnesota.Statutes,Chapter 475,as amended; and
WHEREAS, Oakgreen Commons, LLC, a Minnesota limited liability company(the"Borrower"),
has requested that the City issue its revenue bonds under the Act and lend the proceeds thereof to the
Borrower to finance the following: (i) the acquisition, construction and equipping of an approximately
34,675 square foot, two-story apartment building consisting of 30 memory care units, including a
common entrance, a dining room and community room, to be attached to the existing multifamily senior
apartment facility owned by the Borrower which is located at 13936 Lower 59th Street North in the City
(the "Project"); (ii) the payment of interest on the bonds during the construction of the Project; (iii) the
funding of required reserves; and (iv)the payment of certain costs related to the issuance of the bonds
(collectively,the"Related Costs");and
WHEREAS, the Project is designed and intended to be used primarily for seniors for rental
occupancy but is not restricted to persons age 55 and older;and
WHEREAS, the City has prepared an amended and restated housing program. (the "Housing
Program"or"Program")to authorize the issuance by the City of revenue bonds in the maximum principal
amount of$6,000,000 to finance the acquisition,construction,and equipping of the Project;and
WHEREAS, following the publication of a notice (the "Public Notice") of a public hearing in
accordance with the Act and Section 147(f) of the Internal Revenue Code of 1986, as amended (the
"Code"),the City Council of the City conducted a public hearing on the date hereof at which a reasonable
opportunity was provided for interested individuals to express their views, both orally and in writing, on
the proposed issuance of the Bonds(as defined below),and the location and nature of the Project;and
WHEREAS, the Borrower has requested that the City issue, sell, and deliver its Senior Housing
Revenue Bonds (Oakgreen Commons Project), Series 2013 (the "Bonds"), in an original aggregate
426553v2 JSB AK145-4
principal amount not to exceed $6,000,000, and loan the proceeds derived from the sale of the Bonds to
the Borrower to finance the Project and the Related Costs; and
WHEREAS, under Section 146 of the Code,the Bonds must receive an allocation of the bonding
authority of the State of Minnesota and an application for such an allocation must be made to the office of
Minnesota Management&Budget with respect to the Bonds to finance the Project in accordance with the
requirements of Minnesota Statutes,Chapter 474A, as amended(the"Allocation Act");and
WHEREAS, the City will loan the proceeds derived from the sale of the Bonds to the Borrower
(the "Loan") pursuant to the terms of the Loan Agreement, dated August 1, 2010 (the "Original Loan
Agreement") as amended by a First Amendment to Loan Agreement dated as of or after duly 1, 2013 (the
"Amendment to Loan Agreement" and, together with the Original Loan Agreement, the "Loan
Agreement"),between the City and the Borrower to finance the Project and the Related Costs; and
WHEREAS, the Bonds will be issued pursuant to this resolution and as additional bonds on a
parity basis with the City's Senior Housing Revenue Bonds (Oakgreen Commons Project), Series 2010
(the "Series 2010 Bonds") under the Indenture of Trust, dated August 1, 2010 (the "Original Indenture")
as amended by a First Supplemental Trust Indenture dated as of or after July 1,2013 (the "Supplemental
Indenture" and, together with the Original Indenture, the "Indenture"), between the City and U.S. Bank
National Association (the "Trustee"), and the Bonds and the interest thereon: (i)shall be payable solely
from the revenues pledged therefor under the Loan Agreement; (ii)shall not constitute a debt of the City
within the meaning of any constitutional or statutory limitation; (iii)shall not constitute nor give rise to a
pecuniary liability of the City or a charge against its general credit or taxing powers; (iv)shall not
constitute a charge, lien, or encumbrance, legal or equitable,upon any property of the City other than the
City's interest in the Loan Agreement, which will be assigned to the Trustee under the Indenture; and
(v)shall not constitute a general or moral obligation of the City; and
WHEREAS, as security for the repayment of principal and interest on the Bonds, the Borrower
will execute for the benefit of the Trustee a First Amendment to Combination Mortgage, Security
Agreement, Assignment of Leases and Rents and Fixture Financing Statement, dated as of or after July 1,
2013 (the"Amendment to Mortgage"and,together with the Combination Mortgage, Security Agreement,
Assignment of Leases and Rents and Fixture Financing Statement, dated August 1, 2010, the
"Mortgage").
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF OAK
PARK HEIGHTS,MINNESOTA(THE"CITY COUNCIL"),AS FOLLOWS:
1. The City finds, determines, and declares that the issuance of the Bonds is authorized by
the Act and that the issuance of the Bonds and the other actions of the City under the Indenture,the Loan
Agreement and this resolution constitute a public purpose and the effect thereof will be to promote the
public welfare of the City and its residents by providing multifamily housing developments for low or
moderate income senior residents of the City and otherwise further the purposes and policies of the Act.
2. The Housing Program and the preparation thereof is hereby adopted, ratified, and
approved in all respects without amendment. The City Administrator is hereby authorized to do all other
things and take all other actions as may be necessary or appropriate to carry out the Housing Program in
accordance with the Act and any other applicable laws and regulations.
3. For the purposes set forth above, there is hereby authorized the issuance, sale, and
delivery of the Bonds in one or more series in the maximum aggregate principal amount not to exceed
$6,000,000. The Bonds shall bear interest at the rates, shall be designated, shall be numbered, shall be
426553v2 JSS AK 145-4
2
dated, shall mature, shall be in the aggregate principal amount, shall be subject to redemption prior to
maturity, shall be in such form, and shall have such other terms, details, and provisions as are prescribed
in the Indenture,in the form now on file with the City,with the amendments referenced herein. The City
hereby authorizes the Bonds or a portion thereof to be issued as"tax-erxempt bonds,"the interest on which
is excludable from gross income for federal and State of Minnesota income tax purposes.
All of the provisions of the Bonds, when executed as authorized herein, shall be deemed to be a
part of this resolution as fully and to the same extent as if incorporated verbatim herein and shall be in full
force and effect from the date of execution and delivery thereof. The form of the Bonds is hereby
approved, with such necessary and appropriate variations, omissions, and insertions(including changes to
the aggregate principal amount of the Bonds, the stated maturities of the Bonds, the interest rates on the
Bonds and the teams of redemption of the Bonds) as the Mayor and the City Administrator of the City
(the"Issuer Officials"), in their discretion, shall determine. The execution of the Bonds with the manual
or facsimile signatures of the Issuer Officials and the delivery of the Bonds by the City shall be
conclusive evidence of such determination.
4. The Bonds shall be special, limited obligations of the City payable solely from the
revenues provided by the Borrower pursuant to the Loan Agreement, the Mortgage and other funds
pledged pursuant to the Indenture by the Borrower to the Trustee. The City Council hereby authorizes
and directs the Issuer Officials to execute the Supplemental Indenture and to deliver the Supplemental
Indenture to the Trustee, and hereby authorizes and directs the execution of the Bonds in accordance with
the terms of the Indenture, and hereby provides that the Indenture shall provide the terms and conditions,
covenants, rights, obligations, duties, and agreements of the owners of the Bonds, the City, and the
Trustee as set forth therein.
All of the provisions of the Indenture, when executed as authorized herein, shall be deemed to be
a part of this resolution as fully and to the same extent as if incorporated verbatim herein and shall be in
full force and effect from the date of execution and delivery thereof. The Supplemental Indenture shall be
substantially in the form on file with the City, which is hereby approved, with such necessary and
appropriate variations, omissions and insertions as do not materially change the substance thereof, or as
the Issuer Officials, in their discretion, shall determine, and the execution thereof by the Issuer Officials
shall be conclusive evidence of such determination.
5. The Issuer Officials are hereby authorized and directed to execute and deliver the
Amendment to Loan Agreement, and the Bond Purchase Agreement,dated as of or after July 1, 2013 (the
"Bond Purchase Agreement"),among Dougherty&Company LLC (the"Underwriter"),the City,and the
Borrower. All of the provisions of the Loan Agreement, and the Bond Purchase Agreement, when
executed and delivered as authorized herein, shall be deemed to be a part of this resolution as fully and to
the same extent as if incorporated verbatim herein and shall be in full force and effect from the date of
execution and delivery thereof. The Amendment to Loan Agreement, and the Bond Purchase Agreement
shall be substantially in the forms on file with the City and are hereby approved with such omissions and
insertions as do not materially change the substance thereof, or as the Issuer Officials, in their discretion,
shall determine, and the execution thereof by the Issuer Officials shall be conclusive evidence of such
determinations.
6. To ensure compliance with certain rental and occupancy restrictions imposed by the Act
and Section 142(d) of the Code and to ensure compliance with certain restrictions imposed by the City,
the Issuer Officials are also hereby authorized and directed to execute and deliver a First Amendment to
Regulatory Agreement,dated as of or after July 1,2013 (the"Amendment to Regulatory Agreement"and,
together with the Regulatory Agreement, dated as of August 1, 2010, the "Regulatory Agreement"),
among the City,the Borrower,and the Trustee. All of the provisions of the Regulatory Agreement, when
426553v2 JSB AK 145-4
3
executed and delivered as authorized herein, shall be deemed to be a part of this resolution as fully and to
the same extent as if incorporated verbatim herein and shall be in full force and effect from the date of
execution and delivery thereof. The Amendment to Regulatory Agreement shall be substantially in the
form on file with the City and is hereby approved with such omissions and insertions as do not materially
change the substance thereof, or as the Issuer Officials, in their discretion, shall determine, and the
execution thereof by the Issuer Officials shall be conclusive evidence of such determination.
7. In addition to the Amendment to Loan Agreement, Amendment to Regulatory
Agreement, Supplemental Indenture, Bonds and Bond Purchase Agreement, the Issuer Officials are
hereby authorized to execute and deliver, on behalf of the City, such other documents and certificates as
are necessary or appropriate in connection with the issuance, sale, and delivery of the Bonds, including
but not limited to various certificates of the City and an Information Return for Tax-Exempt Private
Activity Bond Issues,Form 8038,with respect to the Bonds. The City hereby approves the execution and
delivery by the Trustee of the Indenture and all other instruments, certificates,and documents prepared in
conjunction with the issuance of the Bonds that require execution by the Trustee. The City hereby
authorizes Kennedy&Graven,Chartered, as bond counsel to the City in relation to the Bonds,to prepare,
execute,and deliver its approving legal opinion with respect to the Bonds.
8. The City Council hereby authorizes the submission of an application for allocationn of
bonding authority pursuant to Section 146 of the Code and the Allocation Act in accordance with the
requirements of the Allocation Act. The Issuer Officials are hereby authorized and directed to take all
actions, in cooperation with the Borrower, as are necessary to submit an application for an allocation of
bonding authority to Minnesota Management&Budget.
9. The City has not participated in the preparation of the Preliminary Official Statement and
the Official Statement relating to the offer and sale of the Bonds (collectively, the "Official Statement"),
and has made no independent investigation with respect to the information contained therein, including
the appendices thereto, and the City assumes no responsibility for the sufficiency, accuracy, or
completeness of such information. Subject to the foregoing, the City hereby consents to the distribution
and the use of the Official Statement by the Underwriter in connection with the offer and sale of the
Bonds. The Official Statement is the sole material consented to by the City for use in connection with the
offer and sale of the Bonds. The City hereby consents to the Continuing Disclosure Undertaking,dated as
of or after July 1, 2013 (the "Continuing Disclosure Agreement"), to be executed by the Borrower as
required by the Underwriter.
10, The Bonds shall be special, limited revenue obligations of the City the proceeds of which
shall be disbursed pursuant to the terms of the Indenture and the Loan Agreement, and the principal,
premium, and interest on the Bonds shall be payable solely from certain proceeds of the Bonds, the
revenues derived from the Loan Agreement,the revenues and assets pledged and assigned under the terms
of the .Mortgage, and the other sources set forth in the Indenture. No provisions contained in this
resolution nor any agreement, covenant or undertaking by the City contained in any document executed
by the City in connection with the Project or the Bonds shall give rise to any pecuniary liability of the
City or a charge against its general credit or taxing powers, or shall obligate the City financially in any
way except with respect to the Project and the application of revenues therefrom and the proceeds of the
Bonds, all of which shall be assigned to the Trustee under the Indenture. The Bonds, including principal,
premium and any other payments however designated, and the interest due thereon do not and shall never
constitute a general obligation of the City within the meaning of any state constitutional or statutory
provision and do not and shall not constitute or give rise to a pecuniary liability or moral obligation of the
City, the State of Minnesota or any of its political subdivisions, or shall result in a charge against its
general credit or taxing powers,or shall result in any pecuniary or moral liability of any officer,employee
or agent of the City. The provisions of this paragraph are controlling notwithstanding anything in any
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agreement to the contrary.
U. Except as otherwise provided in this resolution, all rights, powers, and privileges
conferred and duties and liabilities imposed upon the City or the City Council by the provisions of this
resolution or any of the aforementioned documents shall be exercised or performed by the City or by such
members of the City Council, or such officers, board, body or agency thereof as may be required or
authorized by law to exercise such powers and to perform such duties.
No covenant, stipulation, obligation or agreement herein contained or contained in any of the
aforementioned documents shall be deemed to be a covenant, stipulation, obligation or agreement of any
member of the City Council, or any officer, agent or employee of the City in that person's individual
capacity, and neither the City Council nor any officer or employee executing the Bonds shall be
personally liable on the Bonds or be subject to any personal liability or accountability by reason of the
issuance thereof.
No provision, covenant or agreement contained in any of the aforementioned documents, the
Bonds, or in any other document relating to the Bonds, and no obligation therein or herein imposed upon
the City or the breach thereof, shall constitute or give rise to a general or moral obligation of the City or
any pecuniary liability of the City or any charge upon its general credit or taxing powers. In making the
agreements, provisions, covenants, and representations set forth in such documents, the City has not
obligated itself to pay or remit any funds or revenues, other than funds and revenues derived from the
Loan Agreement which are to be applied to the payment of the Bonds,as provided therein and as assigned
to the Trustee under the Indenture.
12. Except as herein otherwise expressly provided, nothing in this resolution or in the
aforementioned documents expressed or implied, is intended or shall be construed to confer upon any
person or firm or corporation, other than the City or any holder of the Bonds issued under the provisions
of this resolution, any right, remedy or claim, legal or equitable,under and by reason of this resolution or
any provisions hereof, this resolution, the aforementioned documents, and all of their provisions being
intended to be and being for the sole and exclusive benefit of the City, and any holder from time to time
of the Bonds issued under the provisions of this resolution.
13. The Bands, when executed and delivered, shall contain a recital that they are issued
pursuant to the Act, and such recital shall be conclusive evidence of the validity of the Bonds and the
regularity of the issuance thereof,and that all acts,conditions,and things required by the laws of the State
of Minnesota relating to the adoption of this resolution,to the issuance of the Bonds, and to the execution
of the aforementioned documents to happen, exist, and be performed precedent to the execution of the
aforementioned documents have happened,exist, and have been performed as so required by law.
14. The officers of the City, bond counsel, other attorneys, engineers, and other agents or
employees of the City are hereby authorized to do all acts and things required of them by or in connection
with this resolution, the aforementioned documents, and the Bonds, for the full, punctual, and complete
performance of all the terms, covenants, and agreements contained in the Bonds, the aforementioned
documents, and this resolution. In the event that for any reason the Mayor of the City is unable to carry
out the execution of any of the documents or other acts provided herein, such documents may be executed
and such actions may be taken by any member of the City Council or officer of the City delegated the
duties of the Mayor of the City, with the same force and effect as if such documents were executed and
delivered by the Mayor of the City,which execution or acts shall be valid and binding on the City. If for
any reason the City Administrator of the City is unable to execute and deliver the documents referred to
in this resolution, such documents may be executed by any officer or employee of the City delegated the
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duties of the City Administrator, with the same force and effect as if such documents were executed and
delivered by the City Administrator.
15. The Borrower shall pay the administrative fee of the City on the date of issuance of the
Bonds. The Borrower will also pay, or, upon demand, reimburse the City for payment of, any and all
costs incurred by the City in connection with the Project and the issuance of the Bonds,whether or not the
Bonds are issued, including any costs for attorneys' fees.
16. This resolution shall be in full force and effect from and after its approval.
Adopted by the City Council of the City of Oak Park Heights, Minnesota, on this 25th day of
,Tune, 2013.
Mayor
Attest:
City Administrator
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