HomeMy WebLinkAbout01-045 - ADMIN Resolution - City Council - 2001/05/21RESOLUTION NO. 01-045
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ST. LOUIS PARK,
• MINNESOTA, RATIFYING AND APPROVING A HOUSING PROGRAM, AUTHORIZING
THE ISSUANCE, SALE, AND DELIVERY OF ITS REVENUE BONDS (ROITENBERG
FAMILY ASSISTED LIVING RESIDENCE PROJECT), SERIES 2001; PAYABLE SOLELY
FROM REVENUES PLEDGED PURSUANT TO THE INDENTURE; APPROVING THE
FORM OF AND AUTHORIZING THE EXECUTION AND DELIVERY OF THE BONDS
AND THE RELATED DOCUMENTS; AND PROVIDING FOR THE SECURITY, RIGHTS,
AND REMEDIES
WITH RESPECT TO THE BONDS
WHEREAS, the City of St. Louis Park, Minnesota (the "City"), is a home rule city and
political subdivision duly organized and existing under its Charter and the Constitution and laws of
the State of Minnesota; and
WHEREAS, pursuant to the Constitution and laws of the State of Minnesota, particularly
Minnesota Statutes, Chapter 462C, as amended (the "Act"), the City is authorized to carry out the
public purposes described therein and contemplated thereby by issuing its revenue bonds or other
obligations to make a loan to finance a multifamily housing development, including the financing of
the costs of the acquisition and preparation of a site and the construction of a new multifamily
housing development for rental primanly to elderly persons; and
WHEREAS, a multifamily housing development may consist of a multifamily housing
development and a new health care facility if (i) the multifamily housing development is designed
and intended to be used for rental occupancy; (n) the multifamily housing development is designed
and intended to be used primarily by elderly or physically handicapped persons; and (in) nursing,
medical, personal care, and other health related assisted living services are available on a 24-hour
basis in the development to the residents, and
WHEREAS, in the issuance of its revenue bonds or obligations 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 462C, as amended, without limitation under the provisions of Minnesota Statutes, Chapter
475, as amended; and
WHEREAS, the City received an application for pnvate activity revenue bond financing
from Sholom Community Alliance, a Minnesota nonprofit corporation (the "Corporation"), with
respect to multifamily housing development to be known as the Roitenberg Family Assisted Living
Residence and described as follows: (i) a 76 -unit assisted living facility for occupancy by elderly
persons compnsed of fifty-two units of conventional assisted living units and twenty-four special
care units; (ii) to be housed in a single four-story building of approximately 84,000 square feet; and
(Iii) to be located at 3610 Phillips Parkway in the City (the "Project"); and
WHEREAS, the Corporation has formed Sholom Community Alliance, LLC, a Delaware
limited liability company (the "Company"), to own the Project; and
WHEREAS, the City has prepared a housing program (the "Housing Program" or
"Program"), a copy of which is on file with the City, to authorize the issuance by the City of up to
$19,000,000 in revenue bonds to finance the acquisition, construction and equipping by the
Company of the Project, and
Resolution No. 01-045 -2-
WHEREAS, the Housing Program was prepared and submitted to the Metropolitan Council
for its review on April 18, 2001; and
WHEREAS, following the publication of a notice (the "Public Notice") of a public hearing
(in which a general, functional description of the Project was provided, as well as the maximum
aggregate face amount of the obligations to be issued with respect to the Project, the identity of the
initial owner, operator, or manager of the Project, and the location of the Project by street address) in
a newspaper circulating generally in the City at least fifteen (15) days before the regularly -scheduled
meeting of the City Council of the City on May 7, 2001, the City Council conducted a public heanng
at which a reasonable opportunity was provided for interested individuals to express their views,
both orally and in writing, on the Housing Program and the proposed issuance of the Bonds (as
defined below), and the location and nature of the Project; and
WHEREAS, the proceeds denved from the sale of revenue bonds to be issued to finance the
Project (the "Bonds") will be loaned to the Company pursuant to the terms of a Loan Agreement,
dated as of June 1, 2001 (the "Loan Agreement"), between the City and the Company; and
WHEREAS, the loan under the terms of the Loan Agreement will be secured by a Mortgage
and Secunty Agreement, dated as of June 1, 2001 (the "Mortgage"), executed by the Company in
favor of the City; and
WHEREAS, the Bonds will be issued under a Trust Indenture, dated as of June 1, 2001 (the
"Indenture"), between the City and Wells Fargo Bank Minnesota, National Association, as trustee
(the "Trustee"), and the Bonds and the interest on the Bonds. (i) shall be payable solely from the
revenues pledged therefor, (ii) shall not constitute a debt of the City within the meaning of any
constitutional or statutory limitation; (in) shall not constitute nor give nse to a pecuniary liability of
the City or a charge against its general credit or taxing powers; and (iv) shall not constitute a charge,
hen, or encumbrance, legal or equitable, upon any property of the City other than the City's interest
in the Project and the Loan Agreement; and
WHEREAS, the loan repayments required to be made by the Company under the terms of the
Loan Agreement will be assigned to the Trustee under the terms of the Indenture and the City's
nghts as mortgagee under the Mortgage will be assigned to the Trustee under the terms of an
Assignment of Mortgage and Security Agreement, dated as of June 1, 2001 (the "Assignment of
Mortgage"), between the City and the Trustee, and
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
ST. LOUIS PARK, MINNESOTA, AS FOLLOWS:
1. The Housing Program is hereby adopted, ratified, and approved in all respects
without amendment The preparation of the Housing Program and the submission of the Housing
Program to the Metropolitan Council are hereby ratified, confirmed, and approved.
2. The City Manager is hereby authorized to do all other things and take all other actions
as may be necessary or appropnate to carry out the Program in accordance with the Act and any
other applicable laws and regulations.
Resolution No 01-045 -3-
3. The City acknowledges, finds, determines, and declares that the issuance of the
Bonds is authonzed by the Act and is consistent with the purposes of 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 are in the best interests of the City.
4. The City understands that the Borrower will pay directly or through the City any and
all costs incurred by the City in connection with the Program, whether or not the Project is
completed, and whether or not the Bonds are issued
5. In order to apply all or a portion of the proceeds of the Bonds to reimburse the
Company for Project expenditures paid prior to the date of issuance of the Bonds, Treasury
Regulations, Section 1 150-2 (the "Regulations"), require that the City adopt a statement of official
intent to reimburse such original expenditures not later than sixty days after payment of the original
expenditures. The Regulations also generally require that the Bonds be issued and the
reimbursement allocation made from the proceeds of the Bonds occur within eighteen months after
the later of: (i) the date the expenditure is paid; or (ii) the date the Project is placed in service or
abandoned, but in no event more than three years after the date the expenditure is paid The
Regulations generally permit reimbursement of capital expenditures and costs of issuance of the
Bonds. The City expects to reimburse the Company for the expenditures made for costs of the
Project from the proceeds of the Bonds in an estimated maximum aggregate pnncipal amount not to
exceed $1,000,000 after the date of payment of all or a portion of the costs of the Improvements. All
reimbursed expenditures shall be capital expenditures, a cost of issuance of the Bonds, or other
expenditures eligible for reimbursement under Section 1.150-2(d)(3) of the Regulations and also
qualifying expenditures under the Act.
6 For the purposes set forth above, there is hereby authonzed the issuance, sale and
delivery of the Bonds in one or more series in the maximum aggregate principal amount not to
exceed $17,000,000 The Bonds shall bear interest at a rate not to exceed 7 50 percent per annum
The Bonds shall be designated, shall be numbered, shall be dated, shall mature, shall be subject to
redemption pnor 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 to be issued as "tax-exempt
bonds" the interest on which is not includable in 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 Bonds shall be
substantially in the forms in the Indenture on file with the City, which forms are hereby approved,
with such necessary and appropriate variations, omissions and insertions (including changes to the
aggregate pnncipal amount of the Bonds, the stated matunties of the Bonds and the maturity dates,
the interest rates on the Bonds, the terms of redemption of the Bonds, and vanation from City
policies regarding methods of offering conduit bonds) as the Mayor and the City Manager (the
"Mayor" and "City Manager"), in their discretion, shall determine.
The execution of the Bonds with the manual or facsimile signatures of the Mayor and the City
Manager and the delivery of the Bonds by the City shall be conclusive evidence of such
determination.
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7. The Bonds shall be special limited obligations of the City payable solely from the
revenues provided by the Company pursuant to the Loan Agreement, and other funds pledged
pursuant to the Indenture. The City Council of the City hereby authorizes and directs the Mayor and
the City Manager to execute and deliver the Indenture, and to deliver to said Trustee the Indenture,
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,
nghts, 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 authonzed 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 City, which is hereby approved, with such necessary and
appropriate variations, omissions and insertions as do not matenally change the substance thereof, or
as the Mayor and the City Manager, in their discretion, shall determine, and the execution thereof by
the Mayor and the City Manager shall be conclusive evidence of such determination.
8. The Mayor and City Manager are hereby authorized and directed to execute and
deliver the Loan Agreement, the Assignment of Mortgage, and the Bond Purchase Agreement,
between the City, B.C. Ziegler and Company (the "Underwriter"), and the Company (the "Bond
Purchase Agreement"). All of the provisions of the Loan Agreement, Mortgage, Assignment of
Mortgage, and Bond Purchase Agreement, when executed and delivered as authonzed 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, Assignment of Mortgage, and Bond Purchase Agreement shall be substantially in the
forms on file with the City which are hereby approved, with such omissions and insertions as do not
materially change the substance thereof, or as the Mayor and the City Manager, in their discretion,
shall determine, and the execution thereof by the Mayor and the City Manager shall be conclusive
evidence of such determination.
9. The Bonds shall be 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 the proceeds of the Bonds, the
revenues denved from the Loan Agreement, the revenues and assets pledged and assigned under the
terms of the Mortgage and the Assignment of Mortgage, and the other sources set forth in the
Indenture
10. The Trustee is hereby appointed as Paying Agent and Bond Registrar for the Bonds.
11 The Mayor and City Manager of the City are hereby authonzed to execute and
deliver, on behalf of the City, such other documents as are necessary or appropnate in connection
with the issuance, sale, and delivery of the Bonds, including the City Tax Certificate, the Tax
Exemption Agreement, the Information Return for Tax -Exempt Private Activity Bond Issues, Form
8038, and all other documents and certificates as shall be necessary and appropnate in connection
with the issuance, sale, and delivery of 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 of the City, to prepare,
execute, and deliver its approving legal opinion with respect to the Bonds.
•
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12. The City has not participated in the preparation of the Official Statement relating to
the offer and sale of the Bonds (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 distnbution and the use by the
Underwriter in connection with the sale of the Bonds of the Official Statement, in the form on file
with the City. 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 approves the Continuing
Disclosure Agreement, dated as of June 1, 2001 (the "Continuing Disclosure Agreement"), between
the Company and the Trustee, in the form now on file with the City, and hereby authorizes the
Trustee to execute and deliver the Continuing Disclosure Agreement.
The Bonds are not rated but will be publicly offered in minimum denominations of $5,000 to
individuals and other non -institutional investors. The City Council elects to depart from its
guidelines (as set forth in Part III - Miscellaneous Matters of its Procedure for Application to City of
St Louis Park, Minnesota for Private Activity Revenue Bond Financing) with respect to the public
offer and sale of non -rated bonds due to the level of merit and public purpose of the Project, the
good standing of Sholom Community Alliance in the City, and the reputation and experience of the
Underwriter
13. Except as otherwise provided in this resolution, all nghts, powers and pnvileges
conferred and duties and liabilities imposed upon the City or the City Council by the provisions of
this resolution or 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 authonzed by law to exercise such powers and to perform such duties
No covenant, stipulation, obligation or agreement herein contained or contained in the
aforementioned documents shall be deemed to be a covenant, stipulation, obligation or agreement of
any member of the City Council of the City, or any officer, agent or employee of the City in that
person's individual capacity, and neither the City Council of the City nor any officer or employee
executing the Bonds shall be liable personally 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 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 nse to 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, Mortgage, and
Assignment of Mortgage which are to be applied to the payment of the Bonds, as provided therein
and in the Indenture.
14. 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 nght, 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.
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15. In case any one or more of the provisions of this resolution, other than the provisions
contained in the first sentence of Section 3 hereof, or of the aforementioned documents, or of the
Bonds issued hereunder shall for any reason be held to be illegal or invalid, such illegality or
invalidity shall not affect any other provision of this resolution, or of the aforementioned documents,
or of the Bonds, but this resolution, the aforementioned documents, and the Bonds shall be construed
and endorsed as if such illegal or invalid provisions had not been contained therein.
16 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.
17. The officers of the City, bond counsel, other attorneys, engineers, and other agents or
employees of the City are hereby authonzed 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, any
other member of the City Council of the City shall be authonzed to act in his capacity and undertake
such execution or acts on behalf of the City with full force and effect, which execution or acts shall
be valid and binding on the City. If for any reason the City Manager of the City is unable to execute
and deliver the documents referred to in this Resolution, such documents may be executed by any
member of the City Council or any officer of the City delegated the duties of the City Manager, with
the same force and effect as if such documents were executed and delivered by the City Manager of
the City.
Review
18. This resolution shall be in full force and effect from and after its passage
for Administration•
City Manager
Attest.
City Clerk
Adppted by the ity Council May 21, 2001
Mayo