HRA Meeting
November December MAXWELL
S M T W T F S S M T W T F S CUMMINGS
12 3 4 5 6 7 1 2 3 4 5 GADD
8 9 10 11 12 13 14 6 7 8 9 10 11 12 HALVERSON
15 16 17 18 19 20 21 13 14 15 16 17 18 19 KUZNIA
22 23 24 25 26 27 28 20 21 22 23 24 25 26 MORNSON
ELVERUM
29 30 27 28 29 30 31
HOPKINS HRA REGULAR MEETING
November 2, 2015
7 p.m.
I. CALL TO ORDER
II. CONSENT AGENDA
1. Approve minutes of the October 6, 2015, regular meeting
2. Approve minutes of the October 20, 2015, special meeting
3. Approve disbursements through October 31, 2015
4. ITEM HRA 2015-11 Authorize execution of pledge agreement with
the City of Hopkins relating to the 2015C GO
TIF Refunding Bonds and providing for the
redemption of bonds refunded - adopt
Resolution No. 506
5. ITEM HRA 2015-12 Authorize execution of pledge agreement with
the City of Hopkins relating to the 2015D GO
TIF Refunding Bonds and providing for the
redemption of bonds refunded - adopt
Resolution No. 507
Recommendation: approve consent agenda
Board Action: ___________________________________________
III. ADJOURNMENT
Board Action: ____________________________________________
UNOFFICIAL
MINUTES OF HOPKINS HRA REGULAR MEETING
October 6, 2015
A regular meeting of the Hopkins Housing and Redevelopment Authority
was held October 6, 2015,at Hopkins City Hall. Present were Chairman
Eugene Maxwell, Commissioners Molly Cummings, Jason Gadd, Kristi
Halverson and Aaron Kuznia. Also present were Executive Director Mike
Mornson, Community Development Coordinator Meg Beekman and City
Attorney Scott Landsman.
I. CALL TO ORDER
The meeting was called to order at 7 p.m.
II. CONSENT AGENDA
1.
Approve minutes of the September 1, 2015, regular meeting
2.
Approve disbursements through September 30, 2015
3.
Schedule special HRA meeting for October 20, 2015, to award bid
for plumbing and handicap accessible project
4.
ITEM 2015-09 Renewal of general liability property insurance and
authorization to not waive the statutory tort liability on the
League of Minnesota Cities Insurance Trust Policy
Mayor Maxwell asked the City Attorney to explain tort liability.
Mr. Landsman replied that $1.5 million is the required amount to
carry.
Commissioner Cummings moved, Commissioner Gadd seconded, to approve
the consent agenda. The motion was approved unanimously.
III. ADJOURNMENT
Commissioner Halverson moved, Commissioner Kuznia seconded, to
adjourn the meeting. The motion was approved unanimously. The
meeting adjourned at 7:05 p.m.
______________________________________
Eugene J. Maxwell, Chairman
_______________________________________
Michael J. Mornson, Executive Director
UNOFFICIAL
MINUTES OF HOPKINS HRA SPECIAL MEETING
October 20, 2015
A special meeting of the Hopkins Housing and Redevelopment
Authority was held October 20, 2015,at Hopkins City Hall.
Present were Chairman Eugene Maxwell, Commissioners Molly
Cummings, Jason Gadd, Kristi Halverson and Aaron Kuznia. Also
present were Executive Director Stacy Unowsky, Executive
Director Mike Mornson and Assistant Executive Director Kersten
Elverum.
I. CALL TO ORDER
The meeting was called to order at 7:01 p.m.
II. NEW BUSINESS
1.Award of bid for plumbing and handicap accessible project
for Dow Towers
Ms. Unowsky provided an overview of a plumbing and
handicap/wheelchair accessibility project at Dow Towers. The
project had to be scaled back due to construction bids coming
in higher than estimated. Ms. Unowsky proposed removing
common area improvements and some of the handicap units, but
completing the remodeling of bathrooms and one, fully-
accessible unit through use of additional MHFA and HRA reserve
funds.
Commissioner Kuznia moved, Commissioner Cummings seconded, to
adopt Resolution 505, awarding the contract to Frerichs
Construction Company for the Plumbing and HDCP Project at Dow
Towers. The motion was approved unanimously.
III. ADJOURNMENT
Commissioner Halverson moved, Commissioner Gadd seconded, to
adjourn the meeting. The motion was approved unanimously. The
meeting adjourned at 7:06 p.m.
__________________________________
.
Eugene JMaxwell, Chairman
__________________________________
Mike Mornson, Executive Director
November 2,2015 HRA Report 2015-011
AUTHORIZE EXECUTION OF PLEDGE AGREEMENT WITH THE CITY
OF HOPKINS RELATING TO THE 2015C GO TIF REFUNDING BONDS
AND PROVIDING FOR THE REDEMPTION OF BONDS REFUNDED
Proposed Action
Staff recommends approval of the following motion: Adopt Resolution 506
AUTHORIZING EXECUTION
OF A TAX INCREMENT PLEDGE AGREEMENT WITH THE CITY OF HOPKINS RELATING TO THE
CITY’S GENERAL OBLIGATION TAX INCREMENT REVENUE REFUNDING BONDS, SERIES 2015C, AND
PROVIDING FOR THE REDEMPTION OF BONDS REFUNDED THEREBY
Adoption of this motion will result in the HRA Tax Increment Revenue Bonds (Excelsior Crossings
Project), Series 2008 being called and refunded with the 2015C Tax Increment Refunding Bonds.
Overview
The HRA and City has the opportunity to refund the 2008 HRA TIF Bonds and realize an estimated present
value savings of $1,230,000. The 2008 HRA TIF Bonds were sold to finance one of the three buildings in
the Cargill development. The savings from refunding the 2008 HRA bonds will reduce total debt service
by an estimated $1.4 million over the next 15 years and as a result additional funds will be available to the
city for development. Debt service will be paid from tax increment revenues generated from TIF 2-11. A
tax increment pledge agreement was executed when the original bonds were sold.
In order for the City to issue the Series 2015C Bonds, the HRA must call the Series 2008 Bonds for
redemption and pledge the tax increment revenues previously pledged to the Series 2008 Bonds to the
Series 2015C Bonds.
Primary Issues
Interest savings as a result of refunding the bonds.
Staff Recommendation
Staff recommends approval of the resolution.
Supporting Information
Resolution No. 506
______________________________
Christine M. Harkess, CPA, CGFM
Finance Director
HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF HOPKINS, MINNESOTA
RESOLUTION NO. 506
RESOLUTION AUTHORIZING EXECUTION OF A TAX
INCREMENT PLEDGE AGREEMENT WITH THE CITY OF
HOPKINS RELATING TO THE CITY’S GENERAL OBLIGATION
TAX INCREMENT REVENUE REFUNDING BONDS,
SERIES 2015C, AND PROVIDING FOR THE REDEMPTION OF
BONDS REFUNDED THEREBY
WHEREAS, in accordance with Minnesota Statutes, Sections 469.001 through 469.047, as amended
(the “HRA Act”), the Housing and Redevelopment Authority in and for the City of Hopkins, Minnesota (the
“HRA”) established Redevelopment Project No. 2 (the “Project Area”) and approved a Redevelopment Plan
(the “Project Plan”) for the Project Area; and
WHEREAS, the HRA and the City of Hopkins, Minnesota (the “City”) have established Tax
Increment Financing District No. 2-11 (the “TIF District”) within the Project Area in accordance with
Minnesota Statutes, Sections 469.174 through 469.1794, as amended (the “TIF Act”); and
WHEREAS, pursuant to the HRA Act, the TIF Act, Laws of Minnesota 2003, Chapter 127,
Article 10, Section 31 (the “Special Law”), and an Indenture of Trust, dated as of April 1, 2008 (the
“Indenture”), between the HRA and U.S. Bank National Association, as trustee (the “Trustee”), the HRA
issued its Tax Increment Revenue Bonds (Excelsior Crossings Project), Series 2008 (the “Series 2008
Bonds”), in the original aggregate principal amount of $5,290,000, to finance a portion of the costs of the
acquisition of real property, demolition of certain structures, site remediation, and certain site improvements
related to the Phase One Improvements and the Phase Two Improvements (as such terms are defined in the
Indenture) within the TIF District; and
WHEREAS, the Series 2008 Bonds are currently outstanding in the principal amount of $4,730,000
and are callable at the option of the HRA as of February 1, 2014, or any date thereafter, at a price of par plus
accrued interest; and
WHEREAS, in order to achieve debt service savings for the HRA and the City, the City has
proposed to redeem and prepay the outstanding principal amount of the Series 2008 Bonds through the
issuance of its General Obligation Tax Increment Revenue Refunding Bonds, Series 2015C (the “Refunding
Bonds”), in the approximate aggregate principal amount of $4,490,000; and
WHEREAS, the HRA finds it in the best interest of the City to call the outstanding Series 2008
Bonds for redemption on or about December 10, 2015 (the “Redemption Date”), subject to the terms set forth
herein and in the notice of call for redemption attached hereto as EXHIBIT A; and
WHEREAS, the HRA has determined to pledge certain tax increment revenues from the TIF District
to the City for the payment of the principal of and interest on the Refunding Bonds; and
WHEREAS, there has been presented to the Board of Commissioners of the HRA (the “Board”) a
Tax Increment Pledge Agreement between the HRA and the City (the “Pledge Agreement”) providing for the
pledge of certain tax increments from the TIF District to the payment of the principal of and interest on the
Refunding Bonds;
469731v1 JAE HP110-87
NOW, THEREFORE, BE IT RESOLVED by the Board of Commissioners of the Housing and
Redevelopment Authority in and for the City of Hopkins, Minnesota, as follows:
1. The Series 2008 Bonds are hereby called for redemption on the Redemption Date; provided,
however, that (i) the City Council of the City approves the issuance of the Refunding Bonds and the
Refunding Bonds are issued and (ii) sufficient funds are deposited in the Bond Fund established for the
Series 2008 Bonds pursuant to the Indenture.
2. The Trustee is hereby authorized and directed to mail a conditional notice of call for
redemption of the Series 2008 Bonds in the form attached hereto as EXHIBIT A to the registered owners of
the Series 2008 Bonds to be redeemed at the address shown on the registration books kept by the Trustee.
3. The Chair and Executive Director of the HRA, or their designees, are hereby authorized and
directed to execute and deliver the Pledge Agreement substantially in the form on file with the Board,
providing for the pledge of certain tax increment derived from certain real property in the TIF District for the
payment of the principal of, premium, if any, and interest on, the Refunding Bonds.
4. The Chair and Executive Director of the HRA, or their designees, are hereby authorized and
directed to execute any and all documents deemed necessary to refund the Series 2008 Bonds and carry out
the intentions of this resolution.
5. This resolution shall be effective as of the date hereof.
Adopted by the Housing and Redevelopment Authority in and for the City of Hopkins, Minnesota
nd
this 2 day of November, 2015.
Eugene J. Maxwell, Chair
Attest:
Kristi Halverson, Secretary
2
469731v1 JAE HP110-87
EXHIBIT A
NOTICE OF CALL FOR REDEMPTION
$5,290,000
HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF HOPKINS, MINNESOTA
TAX INCREMENT REVENUE BONDS
(EXCELSIOR CROSSINGS PROJECT)
SERIES 2008
NOTICE IS HEREBY GIVEN that, by order of the Board of Commissioners of the Housing and
Redevelopment Authority in and for the City of Hopkins, Minnesota (the “HRA”), there have been called for
redemption and prepayment on
December 10, 2015
all outstanding bonds of the HRA designated as the Tax Increment Revenue Bonds (Excelsior Crossings
Project), Series 2008 (the “Bonds”), dated April 24, 2008, having stated maturity dates of February 1 in the
years 2026 through 2030, both inclusive, totaling $4,730,000 in principal amount, and with the following
CUSIP numbers:
Year of Maturity Amount CUSIP
2016 $ 170,000 43987P AH4
2017 185,000 43987P AJ0
2018 195,000 43987P AK7
2019 210,000 43987P AL5
2020 225,000 43987P AM3
2021 245,000 43987P AN1
2022 265,000 43987P AP6
2024 590,000 43987P AQ4
2028 1,455,000 43987P AR2
2030 1,190,000 43987P AS0
The Bonds are being called at a price of par plus accrued interest to December 10, 2015, on which
The redemption of the Bonds is contingent upon the
date all interest on said Bonds will cease to accrue.
receipt by U.S. Bank National Association, as trustee (the “Trustee”), of sufficient funds, on or before
Noon (Minneapolis time) on the redemption date, for the redemption of all Bonds. If such funds are
not received in accordance with the preceding sentence then the redemption will be cancelled.
Holders
of the Bonds hereby called for redemption are requested to present their Bonds for payment at the main office
of the Trustee in the City of Saint Paul, Minnesota, at the following address, on or before December 10, 2015:
A-1
469731v1 JAE HP110-87
If by mail: If by hand or overnight:
U.S. Bank National Association U.S. Bank National Association
r
d
Corporate Trust Operations, 3 Floor 60 Livingston Avenue
P.O. Box 64111 EP-MN-WS3C
st
St. Paul, MN 55164-0111 Bond Drop Window, 1 Floor
St. Paul, MN 55107
Important Notice: In compliance with the Economic Growth and Tax Relief Reconciliation Act of
2009, the Trustee is required to withhold a specified percentage of the principal amount of the redemption
price payable to the holder of any Bonds subject to redemption and prepayment on the redemption date,
unless the Trustee is provided with the Social Security Number or Federal Employer Identification Number
of the holder, properly certified. Submission of a fully executed Request for Taxpayer Identification Number
and Certification, Form W-9 (Rev. December 2011), will satisfy the requirements of this paragraph.
Dated: ________________.
BY ORDER OF THE BOARD OF
COMMISSIONERS OF THE HOUSING AND
REDEVELOPMENT AUTHORITY IN AND
FOR THE CITY OF HOPKINS, MINNESOTA
By /s/ Mike Mornson
Executive Director
Housing and Redevelopment Authority in and
for the City of Hopkins, Minnesota
A-2
469731v1 JAE HP110-87
November 2,2015 HRA Report 2015-012
AUTHORIZE EXECUTION OF PLEDGE AGREEMENT WITH THE CITY
OF HOPKINS RELATING TO THE 2015D GO TIF REFUNDING BONDS
AND PROVIDING FOR THE REDEMPTION OF BONDS REFUNDED
Proposed Action
Staff recommends approval of the following motion: Adopt Resolution 507
AUTHORIZING EXECUTION
OF A TAX INCREMENT PLEDGE AGREEMENT WITH THE CITY OF HOPKINS RELATING TO THE
CITY’S GENERAL OBLIGATION TAX INCREMENT REVENUE REFUNDING BONDS, SERIES 2015D, AND
PROVIDING FOR THE REDEMPTION OF BONDS REFUNDED THEREBY
Adoption of this motion will result in the HRA Tax Increment Revenue Bonds (Excelsior Crossings
Project), Series 2007 being called and refunded with the 2015D Tax Increment Refunding Bonds.
Overview
The HRA and the City of Hopkins has the opportunity to refund the 2007 HRA TIF Bonds and realize an
estimated present value savings of $1,800,000. The 2007 HRA TIF Bonds were sold to finance one of the
three buildings in the Cargill development. The savings from refunding the 2007 HRA bonds will reduce
total debt service by an estimated $2.140 million over the next 15 years and as a result additional funds will
be available to the city for development. Debt service will be paid from tax increment revenues generated
from TIF 2-11. A tax increment pledge agreement was executed when the original bonds were sold.
In order for the City to issue the Series 2015D Bonds, the HRA must call the Series 2007 Bonds for
redemption and must pledge the tax increment revenues previously pledged to the Series 2007 Bonds to the
Series 2015D Bonds.
Primary Issues
Interest savings as a result of refunding the bonds.
Staff Recommendation
Staff recommends approval of the resolution.
Supporting Information
Resolution No. 507
______________________________
Christine M. Harkess, CPA, CGFM
Finance Director
HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF HOPKINS, MINNESOTA
RESOLUTION NO. 507
RESOLUTION AUTHORIZING EXECUTION OF A TAX
INCREMENT PLEDGE AGREEMENT WITH THE CITY OF
HOPKINS RELATING TO THE CITY’S GENERAL OBLIGATION
TAX INCREMENT REVENUE REFUNDING BONDS,
SERIES 2015D, AND PROVIDING FOR THE REDEMPTION OF
BONDS REFUNDED THEREBY
WHEREAS, in accordance with Minnesota Statutes, Sections 469.001 through 469.047, as amended
(the “HRA Act”), the Housing and Redevelopment Authority in and for the City of Hopkins, Minnesota (the
“HRA”) established Redevelopment Project No. 2 (the “Project Area”) and approved a Redevelopment Plan
(the “Project Plan”) for the Project Area; and
WHEREAS, the HRA and the City of Hopkins, Minnesota (the “City”) have established Tax
Increment Financing District No. 2-11 (the “TIF District”) within the Project Area in accordance with
Minnesota Statutes, Sections 469.174 through 469.1794, as amended (the “TIF Act”); and
WHEREAS, pursuant to the HRA Act, the TIF Act, Laws of Minnesota 2003, Chapter 127,
Article 10, Section 31 (the “Special Law”), and an Indenture of Trust, dated as of May 1, 2007 (the
“Indenture”), between the HRA and U.S. Bank National Association, as trustee (the “Trustee”), the HRA
issued its Tax Increment Revenue Bonds (Excelsior Crossings Project), Series 2007 (the “Series 2007
Bonds”), in the original aggregate principal amount of $9,005,000, to finance a portion of the costs of the
acquisition of real property, demolition of certain structures, site remediation, and certain site improvements
related to the Phase One Improvements and the Phase Two Improvements (as such terms are defined in the
Indenture) within the TIF District; and
WHEREAS, the Series 2007 Bonds are currently outstanding in the principal amount of $8,115,000
and are callable at the option of the HRA as of February 1, 2014, or any date thereafter, at a price of par plus
accrued interest; and
WHEREAS, in order to achieve debt service savings for the HRA and the City, the City has
proposed to redeem and prepay the outstanding principal amount of the Series 2007 Bonds through the
issuance of its General Obligation Tax Increment Revenue Refunding Bonds, Series 2015D (the “Refunding
Bonds”), in the approximate aggregate principal amount of $7,550,000; and
WHEREAS, the HRA finds it in the best interest of the City to call the outstanding Series 2007
Bonds for redemption on or about January 8, 2016 (the “Redemption Date”), subject to the terms set forth
herein and in the notice of call for redemption attached hereto as EXHIBIT A; and
WHEREAS, the HRA has determined to pledge certain tax increment revenues from the TIF District
to the City for the payment of the principal of and interest on the Refunding Bonds; and
WHEREAS, there has been presented to the Board of Commissioners of the HRA (the “Board”) a
Tax Increment Pledge Agreement between the HRA and the City (the “Pledge Agreement”) providing for the
pledge of certain tax increments from the TIF District to the payment of the principal of and interest on the
Refunding Bonds;
470231v1 JAE HP110-87
NOW, THEREFORE, BE IT RESOLVED by the Board of Commissioners of the Housing and
Redevelopment Authority in and for the City of Hopkins, Minnesota, as follows:
1. The Series 2007 Bonds are hereby called for redemption on the Redemption Date; provided,
however, that (i) the City Council of the City approves the issuance of the Refunding Bonds and the
Refunding Bonds are issued and (ii) sufficient funds are deposited in the Bond Fund established for the
Series 2007 Bonds pursuant to the Indenture.
2. The Trustee is hereby authorized and directed to mail a conditional notice of call for
redemption of the Series 2007 Bonds in the form attached hereto as EXHIBIT A to the registered owners of
the Series 2007 Bonds to be redeemed at the address shown on the registration books kept by the Trustee.
3. The Chair and Executive Director of the HRA, or their designees, are hereby authorized and
directed to execute and deliver the Pledge Agreement substantially in the form on file with the Board,
providing for the pledge of certain tax increment derived from certain real property in the TIF District for the
payment of the principal of, premium, if any, and interest on, the Refunding Bonds.
4. The Chair and Executive Director of the HRA, or their designees, are hereby authorized and
directed to execute any and all documents deemed necessary to refund the Series 2007 Bonds and carry out
the intentions of this resolution.
5. This resolution shall be effective as of the date hereof.
Adopted by the Housing and Redevelopment Authority in and for the City of Hopkins, Minnesota
nd
this 2 day of November 2015.
Eugene J. Maxwell, Chair
Attest:
Kristi Halverson, Secretary
2
470231v1 JAE HP110-87
EXHIBIT A
NOTICE OF CALL FOR REDEMPTION
$9,005,000
HOUSING AND REDEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF HOPKINS, MINNESOTA
TAX INCREMENT REVENUE BONDS
(EXCELSIOR CROSSINGS PROJECT)
SERIES 2007
NOTICE IS HEREBY GIVEN that, by order of the Board of Commissioners of the Housing and
Redevelopment Authority in and for the City of Hopkins, Minnesota (the “HRA”), there have been called for
redemption and prepayment on
January 8, 2016
all outstanding bonds of the HRA designated as the Tax Increment Revenue Bonds (Excelsior Crossings
Project), Series 2007 (the “Bonds”), dated May 10, 2007, having stated maturity dates of February 1 in the
years 2019 through 2030, both inclusive, totaling $8,115,000 in principal amount, and with the following
CUSIP numbers:
Year of Maturity Amount CUSIP
2019 1,155,000 43987P AB7
2030 6,960,000 43987P AC5
The Bonds are being called at a price of par plus accrued interest to January 8, 2016, on which date
The redemption of the Bonds is contingent upon the
all interest on said Bonds will cease to accrue.
receipt by U.S. Bank National Association, as trustee (the “Trustee”), of sufficient funds, on or before
Noon (Minneapolis time) on the redemption date, for the redemption of all Bonds. If such funds are
not received in accordance with the preceding sentence then the redemption will be cancelled.
Holders
of the Bonds hereby called for redemption are requested to present their Bonds for payment at the main office
of the Trustee in the City of Saint Paul, Minnesota, at the following address, on or before January 8, 2016:
If by mail: If by hand or overnight:
U.S. Bank National Association U.S. Bank National Association
r
d
Corporate Trust Operations, 3 Floor 60 Livingston Avenue
P.O. Box 64111 EP-MN-WS3C
st
St. Paul, MN 55164-0111 Bond Drop Window, 1 Floor
St. Paul, MN 55107
Important Notice: In compliance with the Economic Growth and Tax Relief Reconciliation Act of
2009, the Trustee is required to withhold a specified percentage of the principal amount of the redemption
price payable to the holder of any Bonds subject to redemption and prepayment on the redemption date,
unless the Trustee is provided with the Social Security Number or Federal Employer Identification Number
of the holder, properly certified. Submission of a fully executed Request for Taxpayer Identification Number
and Certification, Form W-9 (Rev. December 2011), will satisfy the requirements of this paragraph.
A-1
470231v1 JAE HP110-87
Dated: ________________.
BY ORDER OF THE BOARD OF
COMMISSIONERS OF THE HOUSING AND
REDEVELOPMENT AUTHORITY IN AND
FOR THE CITY OF HOPKINS, MINNESOTA
By /s/ Mike Mornson
Executive Director
Housing and Redevelopment Authority in and
for the City of Hopkins, Minnesota
A-2
470231v1 JAE HP110-87