4.2. SR 04-06-1998'ity of
River
MEMORANDUM
Item #~.2.
TO:
FROM:
DATE:
SUBJECT:
Mayor & City Council
Paul T. Steinman, Director of Economic
Development
April 6, 1998
Hold a Public Hearing Regarding
Establishment of Tax Increment
Financing District No. 18 and Adopt
Resolution 98- Approving Tax
Increment Plan for Tax Increment
Financing District No. 18
Issue
The issue before the Council at this time is to take the final step to formally
adopt and approve the Tax Increment Financing Plan for District No. 18
(Morrell project). This final action consists of holding a public hearing to
allow an opportunity for public input and comment, and to consider
resolution No. 98- approving the Tax Increment Plan for the District.
Background
Several discussions and numerous meetings have been held by staff and the
EDA to examine the Morrell's request for $300,000 in tax increment
assistance which was made in the fall of 1997. As explained in the
application, the $300,000 assistance package is to provide a source of funds
to complete soil corrections and site work which is necessary to allow for the
construction of an approximately 40-45,000 square foot trucking facility.
This project would occur off of 171st Avenue and Highway 10 in east Elk
River.
There have been a number of discussions held regarding this request over
the past six months:
· Prior to formal apphcation, MorreHs verbally requested 100 percent
of the tax increment generated (approximately $680,000), and for
13065 Orono Parkway · P.O. Box 490 · Elk River, MN 55330 · TDD & Phone: (612) 441-7420 · Fax: (612) 441-7425
Final Steps in Process
It is important for the Council to be aware of the following issues with regard
to this TIF District No. 18:
The City Council is only being asked to approve the Tax Increment
Plan at this time. Such Plan as attached to this report, details the
budget for this TIF District which includes a line item amount for
the Morrell request. The TIF Plan DOES NOT lay out the
mechanics of providing the assistance or EVEN GUARANTEE
THAT SUCH ASSISTANCE WILL BE PROVIDED to the
Morrells. This is accomplished within the Development Agreement.
The primary purpose of the TIF Plan is to establish the District
which will then allow the EDA the "option" of providing tax
increment assistance to the business. For the purposes of this
public hearing the Council is taking public input and passing a
resolution making certain findings of fact that are required by state
statute to identify and establish a tax increment district.
· The EDA will consider a Development Agreement with the Morrells
at either its April or May meeting. This Development Agreement
establishes the mechanics of providing assistance to the project.
The City Council always has the option of denying approval of the
TIF Plan if they are not in agreement with how the tax increment
assistance is to be provided. This may not be necessary however,
since 4 of 5 Councilmembers are represented on the EDA. In this
case the major issue is not so much the amount of assistance, as it is
how much is to be provided up front versus over time. The draft
Development Agreement between the Morrells and the Economic
Development Authority currently has included the details of the
final offer which was made and approved by the EDA at one of its
past meetings late last year. This "final offer" is for the provision of
$300,000 of tax increment assistance, $150,000 of this amount up
front and the other $150,000 over time. In addition, the
Development Agreement details that the current Morrell site at the
corner of Jackson and School Street will be cleared of all buildings
(demolished) and prepared for new development by June 2000.
These are the two major issues that are laid out within the
Development Agreement.
· One final significant issue which will be included in the
Development Agreement relates to the estimated final market value
of the new Morrell project. The Morrell's latest discussion with the
building department has been that they are attempting to
significantly reduce the cost of construction of the facility. Should
this occur, it is appropriate for the level of assistance to be reduced
to an amount which is 15 percent of the new estimated final market
value. For example, ffthe new estimated final market value is $1.5
million, 15 percent of that amount is equal to $225,000. St~Wis
proposing that the mechanics of this adjustment to the TIF subsidy
be laid out specifically within the Development Agreement such that
at the time the EDA verifies that the final market value has been
reduced to less than $2 million, the level of tax increment assistance
also be adjusted accordingly. Staff proposes that the same concept
would be appropriate of providing half the assistance up front and
half over time, whatever the amount of assistance.
Recommendation
St~ff recommends the Council approve Resolution 98-__ Modifying
Municipal Development District No. i and Adopting the Development
Program Therefor; and Establishing Within Municipal Development District
No. 1, Tax Increment Financing District No. 18 and Adopting the Related
Tax Increment Financing Plan Therefor.
Attachments
· Resolution 98-
· Tax Increment Financing Plan for Tax Increment Financing District No.
18
· TIF Application
· Draft Development Agreement
· Public Hearing Notice
RESOLUTION 98 -
CITY OF ELK RIVER
COUNTY OF SHERBURNE
STATE OF MINNESOTA
RESOLUTION MODIFYING DEVELOPMENT DISTRICT NO. 1 AND
ADOPTING THE DEVELOPMENT PROGRAM THEREFOR; AND
ESTABLISHING WITHIN DEVELOPMENT DISTRICT NO. 1, TAX
INCREMENT FINANCING DISTRICT NO. 18, AND ADOPTING THE
RELATED TAX INCREMENT FINANCING PLAN THEREFOR.
BE IT RESOLVED by the City Council (the "Council") of the City of Elk
River, Minnesota (the "City") as follows:
Section 1. - Recitals.
1.01. The EDA has heretofore established Municipal Development District
No. i and adopted the Development Program therefor. It has been proposed that
the City modify Development District No. i and adopt the Development Program
therefor and establish within Development District No. 1, Tax Increment Financing
District No. 18 ("District No. 18"), and adopt the related Tax Increment Financing
Plan therefor (collectively, the "Program" and "Plan"); all pursuant to and in
conformity with existing law, including Minnesota Statutes, Sections 469.090
through 469.1081 and 469.174 through 469.179, inclusive, as amended, all as
reflected in the Program and Plan and presented for the Council's consideration.
1.02. The Council has investigated the facts relating to the Program and
Plan.
1.03. The City has performed, or will perform, all actions required by law to
be performed prior to the adoption of the Program and Plan by the City, including,
but not limited to, notification of Sherburne County and School District No. 728
having taxing jurisdiction over the property included in District No. 18, a request for
review of and written comment on the Program and Plan by the City Planning
Commission, and a request that the Council schedule a public hearing on the
Program and Plan upon published notice as required by law.
1.04 Certain written reports (the "Reports") relating to the Program and
Plan and to the activities contemplated therein have heretofore been prepared by
staff and submitted to the Council and/or made a part of the City files and
proceedings on the Program and Plan. The Reports include data, information and/or
substantiation constituting or relating to (1) the "studies and analyses" on why the
new District No. 18 meets the so-called '%ut for" test; and (2) the basis for the other
findings and determinations made in this resolution. The Council hereby confirms,
ratifies, and adopts the Reports, which are hereby incorporated into and made as
fully a part of this resolution to the same extent as if set forth in full herein.
Section 2. - Findings for the Adoption and Approval of the Program and Plan.
2.01. The Council hereby finds that the Program and Plan, are intended
and, in the judgment of this Council, the effect of such actions will be, to provide an
impetus for development in the public purpose and accomplish certain objectives as
specified in the Program and Plan, which are hereby incorporated herein.
Section 3. - Approval and Adoption of the Program and Plan.
3.01. The Council hereby finds that Tax Increment Financing District No.
18 is in the public interest and is an "economic development district" under
Minnesota Statutes, Section 469.174, sub d. 12.
3.02. The Council further finds that the proposed development would not
occur solely through private investment within the reasonably foreseeable future
and that the increased market value on the site that could reasonably be expected to
occur without the use of tax increment financing would be less than the increase in
the market value estimated to result from the proposed development after
subtracting the present value of the projected tax increments for the maximum
duration of District No. 18 permitted by the Tax Increment Financing Plan, that the
Program and Plan conform to the general plan for the development or
redevelopment of the City as a whole; and that the Program and Plan will afford
maximum opportunity consistent with the sound needs of the City as a whole, for
the development of District No. 18 by private enterprise.
3.03. The City elects to make a qualifying local contribution in accordance
with Minnesota Statutes, Section 273.1399, subd. 6(d), in order to qualify District
No. 18 for exemption from state aid losses set forth in Section 273.1399 subd. (c).
3.04. The Council further finds, declares, and determines that the City
made the above findings stated in this Section and has set forth the reasons and
supporting facts for each determination in writing, attached hereto as Exhibit A.
Section 4. Approval and Adoption of the Program and Plan
4.01. The Program and Plan, as presented to the Council on this date,
including without limitation the findings and statement of objectives contained
therein, are hereby approved, ratified, established, and adopted and shall be placed
on file in the office of the EDA Executive Director.
4.02. The staffofthe City, the City's advisors and legal counsel are
authorized and directed to proceed with the implementation of the Program and
Plan and to negotiate, draft, and prepare and present to this Council for its
consideration all further plans, resolutions, documents, and contracts necessary for
this purpose.
4.03. The Auditor of Sherburne County is requested to certify the original
net tax capacity of District No. 18, as described in the Program and Plan, and to
certify in each year thereafter the amount by which the original net tax capacity has
increased or decreased; and the City of Elk River is authorized and directed to
forthwith transmit this request to the County Auditor in such form and content as
the Auditor may specify, together with a list of all properties within District No. 18,
for which building permits have been issued during the 18 months immediately
preceding the adoption of this resolution.
The motion for the adoption of the foregoing resolution made by
Councilmember and was duly seconded by
Councilmember and upon a vote being taken thereon, the
following voted in favor thereof:
and the following voted against the same:
Dated: April 6, 1998
ATTEST:
Henry A. Duitsman, Mayor Sandra A. Thackeray, City Clerk
EXHIBIT A
RESOLUTION NO. 98 -
The reasons and facts supporting the findings for the adoption of the Tax
Increment Financing Plan for Tax Increment Financing District No. 18 ("District No.
18") as required pursuant to Minnesota Statutes, Section 469.175, Subdivision 3 are as
follows:
Finding that the District No. 18 is an "economic development district"as defined
in Minnesota Statutes, Section 469.174, Subdivision 1~'.
District No. 18 consists of two parcels of property. The District is in the public
interest because it will discourage business from moving their operations to
another state or municipality; it will result in increased employment in the state,
and it will result in preservation and enhancement of the tax base of the state.
Finding that the proposed development, in the opinion of the Council, would not
reasonably be expected to occur solely through private investment within the
reasonably foreseeable future and that the increased market value of the site that
could reasonably be expected to occur without the use of tax increment financing
would be less than the increase in the market value estimated to result from the
proposed development after subtracting the present value of the projected tax
increments for the maximum duration of the district permitted by the plan.
Due to the high cost of site development on the parcel and the cost of financing
the proposed improvements, this project is feasible only through assistance, in
part, from tax increment financing.
A comparative analysis of estimated market values both with and without
establishment of Tax Increment Financing District No. 18 and the use of tax
increment has been performed as described above. If all development which is
proposed to be assisted with tax increment were to occur in District No. 18, the
total increased market value would be up to $2,000,250. It is the Council's
finding that no development with a market value of greater than $1,282,054
would occur without tax increment assistance in this district within 9 years.
This finding is based upon evidence from general past experience with the high
cost of site improvements in the area of District No. 18.
Finding that the Tax Increment Financing Plan for District No. 18 conforms to
the general plan for the development or redevelopment of the municipality as a
whole.
The site is appropriately zoned. The Tax Increment Financing Plan for District
No. 18 has been reviewed by the Planning Commission on February 24, 1998,
and been found to conform to the Comprehensive Plan and general development
plan of the City.
Finding that the Tax Increment Financing Plan for District No. 18 will afford
maximum opportunity, consistent with the sound needs of the City as a whole, for
the development of Municipal Development District No. 1 by private enterprise.
The development to be assisted by District No. 18 will result in increased
employment in the City and the State of Minnesota, increased tax base of the
State and add a high quality development to the City.
APPLICATION FOR TAX INCREMENT FINANCING
CITY OF ELK RIVER, MINNESOTA
APPLICANT
Business Name: YtORRELL T. gAN~FER INC. [
Address:_ --80.9 JACKSON AVE. ELK RIVER.
Telephone: 441-2011 441-9151
MORRELL & MORRELL INC._
55330
#
Officers: Larry V. Morrell
Arlyce Morrell
Contact Person:
Title: MGR.
Terry Morrell
Corporation
Business Form (Corporation, Partnership, E~.):
Years In Operation: 35 + Years
SalesfRevenues: $ 6i5million +
Brief Deacription of B. usiness, Principal Products, etc:
· l'ranspor ration
Has applicant ever fded for bankruptcy? Yes __
If yes, provide details on separate page(s).
No X
Has applicant ever defaulted on a~y bond or mortgage
commitmeht? Yes No
If yes, provide details on separate page(s).
Does applicant have commitments for conventional financing for
the project? Yes .. x No__
Please list three financing references:
(Name/Address/Contact/Phone)
Bank of Elk River 630 Main St. Elk River, MN. 55330
1ST National Bank 723 Main ST. Elk River, MN. 55330
Twin City Mack 2195 W. County Rd C St Paul, MN. 55164
Name and Address of applicant's legal counsel and accountant:
~ & Ce 6800 France ~3~e $. Minneapo!!~. ~
PROPOSED PROJECT
Desc~be Project:. Transportation facility
Office, Maintance, Distribution center
Location: 171st Ave. Elk River, MN.
Site Plan Attached: Yes x No
, ~Typ, e of Project:
Commercial x
New Construction
Industrial
x Expansion
Residential
Rehab
,JOB CREATION
Current Number of Employees: lO8
Current Payroll: 130,272.23 bi weekly
Number of Jobs Created: 157o
Number of Jobs Retained: all
Revised Payroll: 18% increase
PROJECT COSTS
Land Acquisition: $
Site Development: $
Construction: $
Machinery & Equipment: $
Architectural and
Engineering Fees $,
Legal Fees $
Interest During Const. $
Debt Service Reserve $
Contingencies $
TOTAL $.
SOURCE OF FINANCING
Conventional Loan $
Equity $
SBA Loan $
Revenue Bond $
Tax Increment Financing $
Grant(s) $
Other $
TOTAL $.
CONSTRUCTION AND DESIGN
Name and address of architect, engineer and contractor for project:
C, hristi~n / Kinghorn
21000 ~ogers Dr.
Rogers~ MN. 55374
Start of Construction: March '98
Construction Completed:July '98
Finished Market Value of Project: $, 2.5 million
STATEMENT OF PUBLIC PURPOSE
Describe why the proposed development or redevelopment would not
reasonably be expected to occuz solely through private investment
within the foreseeable future and therefore the use of Tax Increment
Financing is deemed necessary:
See attached letter
The undersigned, (a) (the)
of applicant, hereby represents and warrants to the City that (he) (she) has
carefully reviewed this application, and that the statements and information
contained herein and s,u, bmitted herewith are accurate and cpgnplete to the
best of the undersigned s knowledge and~ / /
· , ~ Applicant~---''
By
Its
The City reserves the right to require additional information and supporting
data from the applicant' after the fiHug of this Apphcation.
PLEASE ATTACH:
1. Site Plan ~~t with Submittal Requirements of the Building and Zoning
2. Audited Financial Statements or Tax Returns from the Past Two Years.
3. Current Financial Statement
4. 3-Year Pro Forma Analysis
5. Other Information Related to the Project
6. Application Fee
s:\finance\taxpolcy
CONTRACT
FOR
PRIVATE DEVELOPMENT
By and Between
THE ECONOMIC DEVELOPMENT AUTHORITY
IN AND FOR THE
CITY OF ELK RIVER
and
Morrell & Morrell, Inc.
Dated:
This document was drafted by:
CITY OF ELK RIVER
13065 Orono Parkway
Elk River, MN 55330
Telephone: (612) 441-7420
With final review by:
DOHERTY, RUMBLE & BUTLER
3500 Fifth Street towers
150 South Fifth Street
Minneapolis, MN 55402-4235
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ARTICLE VI.
Taxes; Tax Increment
Section 6.1
Section 6.2
Real Property Taxes ....................................... 12
Tax Increment ............................................ 12
ARTICLE VII.
Mortgage Financing
Section 7.1
Section 7.2
Mortgage Financing ....................................... 13
Limitation Upon Encumbrance of Property ...................... 13
ARTICLE VIH.
Prohibitions Against Assignment and Transfer, Indemnification
Section 8.1 Prohibition Against Transfer of Property and Assignment of Agreement
Section 8.2 Approvals ............................................... 14
Section 8.3 Release and Indemnification Covenants ......................... 14
ARTICLE IX.
Events of Default
Section 9.1
Section 9.2
Section 9.3
Section 9.4
Events of Default Defined ................................... 15
Authority's Remedies on Default .............................. 15
No Remedy Exclusive ...................................... 16
No Additional Waiver Implied by One Waiver .................... 16
ARTICLE X.
Additional Provisions
Section 10.1
Section 10.2
Section 10.3
Section 10.4
Section 10.5
Section 10.6
Representatives Not Individually Liable ......................... 16
Equal Employment Opportunity .............................. 16
Restrictions on Use ........................................ 16
Titles of Articles and Sections ................................ 16
Notices and Demands ...................................... 17
Disclaimer of Relationships .................................. 17
BeckP 548664.1 ii
Section 10.7
Section 10.8
Section 10.9
Modifications ............................................ 17
Counterparts ............................................. 17
Judicial Interpretation ...................................... 17
Schedule A
Schedule B
Schedule C
Schedule D
Description of Development Property
Note
Job Performance Agreement
Description of Uses by Tenant
BeckP 548664.1 iii
CONTRACT FOR PRIVATE DEVELOPMENT
THIS AGREEMENT, made on or as of the __ day of , 1998, by and
between the Economic Development Authority in and for the City of Elk River, a public body
corporate and politic (hereinafter referred to as the "Authority"), established pursuant to Minnesota
Statutes, Sections 469.090 to 469.108, and having its principal office at 13065 Orono Parkway, Elk
River, Minnesota 55330 and Morrell & Morrell, Inc. (collectively hereinafter referred to as the
"Developer"), having their principal office at 809 Jackson Avenue NW, Elk River, Minnesota 55330.
WITNESSETH:
WHEREAS, the Authority, vas created and authorized to transact business and exercise its
powers by Resolution 87-63 of the City Council of the City of Elk River; and
WHEREAS, in furtherance of the objectives of Resolution 87-63, the City has undertaken
a program to finance public improvements and facilities necessary for the City to attract commercial
and industrial development and increase employment opportunities in the City, and in this connection
is engaged in carrying out a development program (hereinafter referred to as the "Project") within
Development District No. 1 of the City of Elk River (hereinafter referred to as the "Project Area");
and
WHEREAS, as of the date of this Agreement there has been prepared and approved by the
Authority and the City Council of the City a development program for the Project (which is
hereinafter referred to as the "Development Program"); and
WHEREAS, the Authority has created within the Project Area its Economic Development
Tax Increment Financing District No. 18 (the "Tax Increment District") pursuant to Minnesota
Statutes, Sections 469.174 to 469.179, in order to create a funding source to finance the public
development costs of the Project; and
WHEREAS, the Developer will relocate its business operations (trucking facility) from its
current location (which current location is referred to herein as the "Current Site") to certain real
property located within the Project Area (which real property is referred to herein as the
"Development Property"); and
WHEREAS, there is present on the Current Site certain site conditions that must be remedied
prior to the Authority's provision of tax increment to reimburse the Developer for certain costs of
preparing the Development Property for development, and prior to the development of the Current
Site for other uses; and
WHEREAS, the Developer has presented to the Authority a proposal for development of
the Development Property through the construction of an at least 45,000 square foot
office/warehouse/trucking facility, which proposal involves the Authority's use of tax increment
BeckP 548664.1 1
pursuant to this Agreement to reimburse the Developer for certain costs of preparing the
Development Property for development; and
WHEREAS, the Authority believes that the development of the Development Property
pursuant to the Developer's proposal, and the fulfillment generally of this Agreement, are in the vital
and best interests of the City and the health, safety, morals, and welfare of its residents, and in accord
with the public purposes and provisions of the applicable State and local laws and requirements under
which the Project has been undertaken and is, therefor, willing to provide the financial assistance
outlined herein.
NOW, THEREFORE, ir consideration of the premises and the mutual obligations of the
parties hereto, each of them does hereby covenant and agree with the other as follows:
ARTICLE I.
Definitions
Section 1.1
the context:
Definitions. In this Agreement, unless a different meaning clearly appears from
"Agreement" means this Agreement, as the same may be from time to time modified,
amended, or supplemented.
"Authority" means the Economic Development Authority In and For the City of Elk River,
or any successor or assign.
"City" means the City of Elk River.
"Construction Plans" means the plans, specifications, drawings and related documents for the
construction work to be performed by the Developer on the Development Property which shall be
as detailed as the documents to be submitted to the City in connection with conditional use permit
approval for the development of the Minimum Improvements.
"County" means the County of Sherburne.
"Current Site" means the real property containing the location of Redevelopers business
operations as of the date of this agreement (809 Jackson Avenue, Elk River, Minnesota 55330) as
described in Schedule A of this Agreement.
"Developer" means Morrell & Morrell, Inc., or its successors, executors, representatives or
assigns, or any future owners of the Development Property.
"Development Program" means the City's Development Program for the Project, as amended
as of the date of this Agreement.
BeckP 548664.1 2
"Development Property" means the real property described in Schedule A of this Agreement
on which Developer will construct the Minimum Improvements.
"Event of Default" means an action by the Developer listed in Article IX of this Agreement.
"Holder" means the owner of a Mortgage.
"Job Performance Agreement" means the agreement in the form of Schedule C attached
hereto to be entered into between the Authority and the Developer pursuant to Section 4.1 (b) of this
Agreement.
"Maturity Date" means the date on which the Authority's payment obligations under the Note
terminate.
"Minimum Improvements" means the construction by Developer of an office, warehouse,
trucking facility of at least 45,000 square feet in size, in accordance with the Construction Plans.
"Mortgage" means any mortgage obtained by the Developer which is secured, in whole or in
part, by the Development Property and which is a permitted encumbrance pursuant to the provisions
of Article VIII of this Agreement.
"Net Proceeds" means any proceeds paid by an insurer to the Developer under a policy or
policies of insurance required to be provided and maintained by the Developer pursuant to Article V
of this Agreement and remaining after deducting all expenses (including fees and disbursements of
counsel) incurred in the collection of such proceeds.
"Note" means the Authority's limited revenue tax increment note to be issued by the
Authority to the Developer pursuant to Article III of this Agreement to reimburse the Developer for
its payment of Public Development Costs.
"Project" means the activities of the Authority and the Developer within the Project Area
within Development District No. 1.
"Project Area" means the real property located within the boundaries of Development District
No. 1.
"Public Development Costs" means the costs to be paid by the Authority, through the
issuance of the Note, pursuant to Article III of this Agreement.
"State" means the State of Minnesota.
"Tax Increment" means that portion of the real property taxes paid with respect to the
Development Property and Minimum Improvements which is remitted to the Authority as tax
increment pursuant to the Tax Increment Act.
Bec'kP548664.1 3
"Tax Increment Act" means Minnesota Statutes, Section 469.174-469.179, as the same may
be amended from time to time.
"Tax Increment District" means the Authority's Tax Increment District No. __
Project.
within the
"Tax Official" means any City or county assessor, County auditor, City, County or State
board of equalization, the commissioner of revenue of the State, or any State or federal district court,
the tax court of the State, or the State Supreme Court.
"Unavoidable Delays" means delays which are the result of acts of God, adverse weather
conditions, strikes, other labor troubles, delays in obtaining construction materials, machinery and/or
equipment, fire or other casualty to the Minimum Improvements, litigation commenced by third
parties which, by injunction or other similar judicial action, results in delays, or acts of any federal,
state or local governmental unit (other than the Authority in enforcing its rights under this
Agreement) which result in delays. Delays in obtaining financing and delays caused by general market
conditions shall not constitute Unavoidable Delays. Upon the occurrence of an Unavoidable Delay,
the party seeking to be excused as a result thereof shall be excused for the period of the delay if such
party gives the other party written notice of the cause of the delay or interruption within thirty (30)
days after its occurrence.
ARTICLE II.
Representations
Section 2.1 Representations by the Authority. The Authority makes the following
representations as the basis for the undertaking on its part herein contained:
(a) The Authority is an economic development authority organized and existing under the
Laws of Minnesota. Under the laws of the State, the Authority has the power to enter into this
Agreement and to perform its obligations hereunder.
(b) The Project is a "Development District" and was created, adopted and approved in
accordance with the laws of the State.
(c) The Development Property is in a "tax increment financing district", which was
created, adopted, certified and approved pursuant to the Tax Increment Act.
(d) The Authority will, at no cost to the Authority, cooperate with the Developer with
respect to any litigation commenced with respect to the Development Program, Project, or Minimum
Improvements.
(e) The Authority has received no notice or communication from any local, state or
federal official that the activities of the Developer or the Authority in the Project Area may be or will
BeckP 548664.1 4
be in violation of any environmental law or regulation or any other local, state or federal laws or
regulations. The Authority is aware of no facts the existence of which would cause it to be in
violation of any local, state or federal environmental law, regulation or review procedure.
Section 2.2 Representations by the Developer. The Developer represents that:
(a) The Developer consists of Morrell & Morrell, Inc., which has the legal capacity to
enter into this Agreement and perform the obligations set forth herein.
(b) The Developer will construct the Minimum Improvements in accordance with the
terms of this Agreement and all local, state and federal laws and regulations (including, but not limited
to, environmental, zoning, building code and public health laws and regulations), except for variances
necessary to construct the improvements contemplated in the Construction Plans approved by the
Authority.
(c) The Developer his received no notice or communication from any local, state or
federal official that the activities of the Developer or the Authority in the Project Area may be or will
be in violation of any environmental law or regulation. The Developer, to the best of its knowledge,
is aware of no facts the existence of which would cause it to be in violation of any local, state or
federal environmental law, regulation or review procedure.
(d) The Developer will, at no cost to Developer, cooperate with the Authority with
respect to any litigation commenced with respect to the Development Program, Project, or Minimum
Improvements.
(e) Whenever any Event of Default occurs and the Authority shall employ attorneys or
incur other expenses for the collection of payments due or to become due or for the enforcement of
performance or observance of any obligation or agreement on the part of the Developer under this
Agreement and the Authority prevails in such action or effort, the Developer agrees that it shall,
within thirty (30) days of written demand by the Authority, pay to the Authority the reasonable fees
of such attorneys and such other expenses so incurred by the Authority.
ARTICLE III.
Status of Property; Public Development Costs
Section 3.1 Status of Property. The Development Property is owned by Larry and Arlyce
Morrell and Morrell & Morrell, Inc., respectively. The Developer and Authority have entered into
this agreement in order to encourage the timely improvement of the marketability of the Current Site,
and to assist the Developer's development of the Development Property, by issuing the Note to the
Developer, and by reimbursing the Developer for certain costs of preparing the Development
Property for development of the Minimum Improvements, all as is more specifically provided in this
Agreement.
BeckP 548664.1 5
Section 3.2 Public Development Costs. The Authority agrees that it will, through the
issuance and payment of the Note, reimburse the Developer for the costs of soil correction and site
preparation and other building costs related to the soil conditions on site improvements on the
Development Property (the "Public Development Costs"), incurred by the Development Property for
development of the Minimum Improvements. The Authority agrees it will reimburse the Developer
for its payment of the Public Development Costs in the principal amount of up to $300,000.00,
pursuant to the terms of the Note, which shall be in the form attached hereto as Schedule B.
(a) The Developer shall be solely responsible for all construction included in the Public
Development Costs, and for the initial payment of the cost thereof. The Authority agrees that it will
issue the Note at such time as the Developer presents to the Authority evidence in such form as the
Authority may reasonably require, demonstrating that the construction portions of the Public
Development Costs have been completed, that the Developer has paid the costs thereof, and that the
total costs paid by the Developer toward the Public Redevelopment Costs equals or exceeds
$300,000.00. If the total amount of the Public Development Costs is less than $300,000.00, the
principal amount of the Note shall be adjusted accordingly. The Authority shall have no obligation
to increase its assistance, it being agreed that the maximum amount that the Authority is obligated
to provide, through the issuance of the Note, is $300,000.00.
Section 3.3 Issuance of Note. The Authority's reimbursement of the Developer for its
payment of the Public Development Costs shall be through the issuance of the Note, which shall
occur at the time stated in Section 3.2 of this Agreement. The Note shall be in the form of the Note
attached to this Agreement as Schedule B, with all blanks properly filled in and with the payment
schedule attached thereto adjusted to take into account the actual date of issuance. The Note shall
be dated as of
Section 3.4 Conditions Precedent to Issuance of Note. The Authority's obligation to issue
the Note shall be subject to satisfaction of all of the following conditions precedent:
(a) No Event of Default shall have occurred and be continuing under this Agreement;
(b) The Developer shall have obtained all governmental approvals that must be obtained
in order to permit the construction and operation of the Minimum Improvements;
(c) The Developer shall have closed on financing sufficient for construction of the
Minimum Improvements;
(d) The Developer shall have provided to the Authority evidence that it has paid the Public
Redevelopment Costs as described in Section 3.2 of this Agreement;
(e) The Developer shall provide to the Authority evidence that it has complied with
Minnesota Statutes, Section 469.176 Subdivision 4c(a), as defined below:
Subd 4c. Economic development districts. (a) Revenue derived from tax increment
from an economic develoi~ment district may not be used to larovide imIarovement&
BeckP 548664.1 6
loans, subsidies, grants, interest rate subsidies, or assistance in any form to
developments consisting of buildings and ancillary facilities, if more than 15 percent
of the buildings and facilities (determined on the basis of square footage) are used
for a purpose other than:
The manufacturing or production of tangible personal property, including
processing resulting in the change in condition of the property;
warehousing, storage, and distribution of tangible personal property, excluding
retail sales;
research and development related to the activities listed in clause (1) or (2);
telemarketing if that activity is the exclusive use of the property;
tourism facilities; or
space necessary.for and related to the activities listed m clause (1) to (5).
In the event that all of the above conditions precedent have not been satisfied, or waived in
writing by the Authority, by December 31, 1998, either party hereto may terminate this Agreement
upon the giving of 10 days written notice to the other party of its intention to do. Upon such
termination, neither the Authority nor the Developer shall have any obligation or liability to the other
hereunder; provided, that the Authority and the Developer shall execute a recordable instrument
canceling this Agreement.
Section 3.5 Conditions Precedent to Reimbursement Under the Note. The Authority's
obligation to reimburse the Developer under the Note for its payment of the Public Development
Costs described in Section 3.2 shall be subject to satisfaction of all of the following conditions
precedent:
(a)
(b)
(c)
(d)
Issue
Complete demolition and removal of
existing buildings on Current Site
Discontinuation of all activities
associated with trucking on the
Current Site
Discontinuation of all secondary
business uses on the Current Site, i.e.
wood sales, recycling activities, etc.
Minnesota Pollution Control Agency
to issue a letter of compliance
indicating their satisfaction as to the
environmental state of the Current Site
Date of Completion of Activity
BeckP 548664.1 7
(e)
Trucking related uses, or other uses
which do not conform to existing
zoning guidelines are to be completely
and fully removed from the Current
Site
(f)
(g)
(h)
Storage of trucks, trailers, containers,
or any other trucking related storage is
to be completely eliminated from
occurring on the Current Site
Minimum Improvements are to be
completed in accordance with the
construction plans as submitted and
approved by the city
Development Property will be
inspected annually prior to a
Scheduled Payment being made under
the Note, to assure Development
Property is in a condition acceptable to
current zoning and landscaping
standards and that construction of the
Minimum Improvements have been
maintained in a manner acceptable to
City Engineer and Building Official
In the event that all of the above conditions precedent have not been satisfied by the Date of
Completion of Activity, either party hereto may terminate this Agreement upon the giving of 10 days
written notice to the other party of its intention to do so. Upon such termination, neither the
Authority nor the Developer shall have any obligation or liability to the other hereunder; provided,
that the Authority and the Developer shall execute a recordable instrument canceling this Agreement.
ARTICLE IV.
Construction of Minimum Improvements
Section 4.1 Construction and Operation of Minimum Improvements.
(a) The Developer agrees that it will construct the Minimum Improvements on the
Development Property in accordance with the approved Construction Plans, together with any
changes approved by the Authority and any changes not requiring the Authority's approval, and at
all times prior to the Maturity Date will operate and maintain, preserve and keep the Minimum
Improvements or cause the Minimum Improvements to be maintained, preserved and kept with the
appurtenances and every part and parcel thereof, in good repair and condition.
BeckP 548664.1 8
(b) At the time of execution of this Agreement, the Developer and the Authority have
entered into a Job Performance Agreement, as required pursuant to Minnesota Statutes, section
116J.991, the terms of which are incorporated herein and made a part hereof by reference.
Section 4.2 Construction Plans.
(a) The Developer has obtained approval relative to the development of the Minimum
Improvements. Within ninety (90) days from the date hereof, the Developer shall submit to the
Authority Construction Plans for the Minimum Improvements. The Construction Plans shall provide
for the construction of the Minimum Improvements, and shall be in conformity with the Development
Program, this Agreement, and all applicable state and local laws and regulations.
(b) If the Developer desires to make any material change in any Construction Plans after
their approval, the Developer shall submit the proposed change to Authority for its approval. If the
Construction Plans, as modified by the proposed change, conform to the requirements of this Section
4.2 of this Agreement with respect to previously approved Construction Plans, the City and Authority
shall approve the proposed change and notify the Developer in writing of its approval. Any requested
change in the Construction Plans shall, in any event, be deemed approved unless rejected, in whole
or in part, by written notice by the Authority to the Developer, setting forth in detail the reasons
therefor. Such rejection shall be made within ten (10) days after receipt of the notice of such change.
(c) Nothing in this Agreement shall be deemed to modify the City's normal construction
permitting process as it applies to the Developer's plans for development, and the Developer shall
in all respects be required to comply with such process.
Section 4.3 Commencement and Completion of Construction Subject to Unavoidable
Delays, Developer shall commence construction of the Minimum Improvements within sixty (60) days
after approval of a building permit by the City. Subject to Unavoidable Delays, Developer shall
complete the construction of the Minimum Improvements within five (5) months after commencement
of construction. All work with respect to the Minimum Improvements to be constructed or provided
by the Developer on the Development Property shall be in conformity with the Construction Plans,
together with any changes approved by the Authority and any changes not requiring the Authority's
approval, as submitted by the Developer and approved by the Authority.
The Developer agrees for itself, its successors and assigns, and every successor in interest to
the Development Property, or any part thereof, that the Developer, and its successors and assigns,
shall promptly begin and diligently prosecute to completion the development of the Development
Property through the construction of the Minimum Improvements thereon, and that such construction
shall in any event be commenced and completed within the period specified in this Section 4.3 of this
Agreement, subject to Unavoidable Delays and/or mutual agreement of the parties hereto. Until
construction of the Minimum Improvements has been completed, the Developer shall make
construction progress reports, at such times as may reasonably be requested by the Authority, but not
more than once a month, as to the actual progress of the Developer with respect to such construction.
Upon substantial completion of the Minimum Improvements and upon request by the Developer, the
BeckP 548664.1 9
Authority shall provide to the Developer a certificate in recordable form stating that the obligations
of the Developer with respect to the construction of the Minimum Improvements under this
Agreement have been satisfied. The Minimum Improvements shall be deemed to be completed when
a certificate of occupancy has been issued by that City for the Minimum Improvements and the
Developer has provided security or other assurances reasonably satisfactory to the Authority assuring
that any remaining items, including, without limitation, landscaping, will be completed.
ARTICLE V.
Insurance and Condemnation
Section 5.1 Insurance.
(a) The Developer will provide and maintain at all times during the process of
constructing the Minimum Improvements and, from time to time at the request of the Authority,
furnish the Authority with proof of payment of premiums on:
(i) Builder's risk insurance, written on the so-called "Builder's Risk -- Completed
Value Basis," in an amount equal to one hundred percent (100%) of the insurable value of the
Minimum Improvements at the date of completion, and with coverage available in
nonreporting form on the so called "all risk" form of policy. The interest of the Authority
shall be protected in accordance with a clause in form and content satisfactory to the
Authority;
(ii) Comprehensive general liability insurance (including operations, contingent
liability, operations of subcontractors, completed operations, Broadening Endorsement
including contractual liability insurance) together with an Owner's Contractor's Policy with
limits against bodily injury and property damage of not less than $1,000,000.00 for each
occurrence (to accomplish the above-required limits, an umbrella excess liability policy may
be used); and
(iii) Worker's compensation insurance, with statutory coverage and employer's
liability protection.
The policies of insurance required pursuant to clauses (i) and (ii) above shall be in form and content
reasonably satisfactory to the Authority and shall be placed with financially sound and reputable
insurers licensed to transact business in the State, the liability insurer to be rated A or better in Best's.
Insurance Guide. The policy of insurance delivered pursuant to clause (i) above shall contain an
agreement of the insurer to give not less than thirty (30) days' advance written notice to the Authority
in the event of cancellation of such policy or change affecting the coverage thereunder.
(b) Upon completion of construction of the Minimum Improvements and prior to the
Maturity Date, the Developer shall maintain, or cause to be maintained, at its cost and expense, and
BeckP 548664.1 1 0
from time to time at the request of the Authority shall furnish proof of the payment of premiums on,
insurance as follows:
(i) Insurance against loss and/or damage to the Minimum Improvements under
a policy or policies covering such risks as are ordinarily insured against by similar businesses,
including (without limiting the generality of the foregoing) fire, extended coverage, all risk
vandalism and malicious mischief, boiler explosion, water damage, demolition cost, debris
removal, and collapse in an amount not less than the full insurable replacement value of the
Minimum Improvements, but any such policy may have a deductible amount of not more than
$25,000.00. No policy of insurance shall be so written that the proceeds thereof will produce
less than the minimum coverage required by the preceding sentence, by reason of co-
insurance provisions or otherwise, without the prior consent thereto in writing by the
Authority. The term "full insurable replacement value" shall mean the actual replacement cost
of the Minimum Improvements (excluding foundation and excavation costs and costs of
underground flues, pipes, drains and other uninsurable items) and equipment, and shall be
determined from time to time at the request of the Authority, but not more frequently than
once every three years, by an insurance consultant or insurer, selected and paid for by the
Developer and approved by the Authority.
(ii) Comprehensive general public liability insurance, including personal injury
liability (with employee exclusion deleted), and automobile insurance, including owned, non-
owned and hired automobiles, against liability for injuries to persons and/or property, in the
minimum amount for each occurrence and for each year of $1,000,000.00.
(iii) Such other insurance, including worker's compensation insurance respecting
all employees of the Developer, in such amount as is customarily carried by like organizations
engaged in like activities of comparable size and liability exposure; provided that the
Developer may be self-insured with respect to all or any part of its liability for worker's
compensation.
(c) All insurance required in Article V of this Agreement shall be taken out and maintained
in responsible insurance companies selected by the Developer which are authorized under the laws
of the State to assume the risks covered thereby.
(d) The Developer agrees to notify the Authority immediately in the case of damage
exceeding $25,000 in amount to, or destruction of, the Minimum Improvements or any portion
thereof resulting from fire or other casualty. In the event of any such damage, the Developer will
forthwith repair, reconstruct and restore the Minimum Improvements to substantially the same or an
improved condition or value as existed prior to the event causing such damage and, to the extent
necessary to accomplish such repair, reconstruction and restoration, the Developer will apply the Net
Proceeds of any insurance relating to such damage received by the Developer to the payment or
reimbursement of the costs thereof.
The Developer shall complete the repair, reconstruction and restoration of the Minimum
Improvements, whether or not the Net Proceeds of insurance received by the Developer for such
BeckP 548664.1 11
purposes are sufficient to pay for the same. Any Net Proceeds remaining after completion of such
repairs, construction and restoration shall be remitted to the Developer.
In the event of substantial or total destruction of the Minimum Improvements, the Developer may
elect to not repair or reconstruct the Minimum Improvements, in which case the Authority may, as
its sole remedy, terminate its obligations under the Note.
(e) The Authority agrees that its rights under this Section relative to the application of Net
Proceeds of insurance provided under Section 5.1(a)(i) and (b)(i), and as provided in Section
5.1 (d),m shall be subordinate to the rights of a Holder of a Mortgage approved by the Authority;
provided that the Authority's right to terminate the Note for a violation of the Developer's
obligations under this Section shall not be subordinated to the rights of a Holder.
Section 5.2 Condemnation. In the event that title to and possession of the Minimum
Improvements or any material part thereof shall be taken in condemnation or by the exercise of the
power of eminent domain by any governmental body or other person (except the Authority) prior to
the Maturity Date, the Developer shall, with reasonable promptness after such taking, notify the
Authority as to the nature and extent of such taking. Upon receipt of any Condemnation Award, the
Developer shall elect to either: (a) use the entire Condemnation Award to reconstruct the Minimum
Improvements (or, in the event only a part of Minimum Improvements have been taken, then to
reconstruct such part) within the Project Area; or (b) retain the Condemnation Award in the event
that a substantial portion of the Redevelopment Property and Minimum Improvements have been
taken. In that event, the Authority's obligations under this Agreement and the Note shall terminate
as of the date of the taking.
ARTICLE VI.
Taxes; Tax Increment
Section 6.1 Real Property Taxes. The Developer shall pay or cause to be paid when due
and prior to the imposition of penalty, all real property taxes and installments of special assessments
payable with respect to the Development Property.
Section 6.2 Tax Increment. Subject to the limitations contained in the Note, the Authority
hereby pledges to the payment of the Note a portion of the Tax Increment generated from the
Development Property and the completed Minimum Improvements. The Developer acknowledges
that the Authority has made no warranties or representations to the Developer as to the amounts of
Tax Increment that will be generated, or that the "Available Tax Increment" as defined in the Note
will be sufficient to pay the Note in whole or in part. Nor is the Authority warranting that it will have
throughout the term of this Agreement and the Note the continuing legal ability under State law to
apply Tax Increment to the payment of the Note, which continued legal ability is a condition
precedent to the Authority's obligations under the Note. To the extent that in any year or years the
Authority receives Tax Increment in excess of the amounts necessary to pay amounts due under the
Note, the Authority shall be free to use such excess Tax Increment for any purpose for which such
BeckP 548664.1 12
Tax Increment may used under the Tax Increment Act. Likewise, amounts deducted from Tax
Increment in determining "Available Tax Increment" under the Note shall be the Authority's property,
and the Authority shall be free to use such funds for any purpose it determines.
ARTICLE VH.
Mort~aee Financin~
Section 7.1 Mortgage Financing. Before the Developer commences construction of the
Minimum Improvements, the Developer shall submit to the Authority evidence of a commitment for
financing sufficient for construction of the Minimum Improvements. If the Authority finds that the
financing is sufficiently committed, adequate in an amount to provide for the construction of the
Minimum Improvements, and subject only to such conditions as the Authority approves, then the
Authority shall notify the Developer in writing of its approval. Such approval shall not be
unreasonably withheld, and either approval or rejection shall be given within ten (10) days from the
date when the Authority is provided the evidence of financing, or the financing shall be deemed
approved. If the Authority rejects the evidence of financing as inadequate, it shall do so in writing
specifying the basis for the rejection. In any event the Developer shall submit adequate evidence of
financing within thirty (30) days after such rejection.
Section 7.2 Limitation Upon Encumbrance of Property. Prior to the completion of the
Minimum Improvements, as certified by the Authority, neither the Developer nor any successor in
interest to the Development Property, or any part thereof, shall engage in any financing or any other
transaction creating any mortgage or other encumbrance or lien upon the Development Property,
whether by express agreement or operation of law, or suffer any encumbrances or lien to be made on
or attach to the Development Property, except: (a) for the purposes of obtaining funds only to the
extent necessary for constructing the Minimum Improvements (including, but not limited to, land and
building acquisition, including the purchase price paid, labor and materials, professional fees, real
estate taxes, construction interest, organizational and other indirect costs of development, costs of
constructing the Minimum Improvements, and an allowance for contingencies); and (b) only upon
the prior written approval of the Authority, which approval shall not be unreasonably withheld or
delayed. For the purposes of such mortgage financing as may be made pursuant to the Agreement,
the Development Property may, at the option of the Developer (or successor in interest), be divided
into several parts or parcels, provided that such subdivision, in the reasonable opinion of the
Authority, is not inconsistent with the purposes of this Agreement and is approved in writing by the
Authority.
ARTICLE VIII.
Prohibitions Against Assignment and Transfer, Indemnification
Section 8.1 Prohibition Against Transfer of Property and Assignment of Agreement. The
Developer represents and agrees that, prior to the Maturity Date:
Bec'kP548664.1 13
Except by way of security for the purpose of obtaining financing necessary to enable the
Developer, or any successor in interest to the Development Property or any part thereof, to perform
its obligations with respect to making the Minimum Improvements under the Agreement, and any
other purpose authorized by the Agreement, the Developer (except as so authorized) has not made
or created, and will not make or create, or suffer to be made or created, any total or partial sale,
assignment, conveyance, or lease, or any trust or power, or transfer in any other mode or form of or
with respect to this Agreement or the Development Property, or any part thereof or any interest
herein or therein, or any contract or agreement to do any of the same, without the prior written
approval of the Authority, which approval shall not be unreasonably withheld or delayed. The
Developer shall, however, be entitled to transfer the Development Property and assign its rights and
obligations under this Agreement to a third party or entity affiliated with the Developer if such third
party or entity assumes the obligations of the Developer and the Job Performance Agreement under
transfer documents reasonably acceptable to the Authority and if the proposed use of the
Development Property and employment levels to be maintained are substantially similar to those
contemplated with respect to the Developer's use of the Development Property. For purposes of this
Agreement, a party or entity shall be deemed affiliated with the Developer if such party or entity is
owned or controlled by the Developer. In no event shall a transfer occur that results in the Note
being owned by an entity different than the owner of the Development Property and Minimum
Improvements, without the Authority's prior written approval. Without limiting the Authority's right
to disapprove a transfer of the Note, no transfer shall be permitted unless the Developer provides to
the Authority evidence, satisfactory to the Authority, that all security registration laws have been
complied with in connection with such transfer.
No such transfer, or approval by the Authority thereof, shall be deemed to relieve the
Developer, or any other party bound in any way by this Agreement or otherwise with respect to the
construction of the Minimum Improvements, from any of its obligations with respect thereto, nor
shall Developer or any other party bound by this Agreement be released from any obligations
hereunder without the written release by the Authority.
Notwithstanding the foregoing, the Authority's participation in the Developer's development
hereunder is predicated upon the new employment that the development will make possible, and its
understanding that the Minimum Improvements will be occupied for a term of not less than the term
of the Note, for use as an office, warehouse, trucking facility, as set forth on Schedule D to this
Agreement.
Section 8.2 Approvals. Any approval required to be given by the Authority under this
Article VIII of this Agreement may be denied only in the event that the Authority reasonably
determines that the ability of the Developer to perform its obligations under this Agreement will be
materially impaired by the action for which approval is sought.
Section 8.3 Release and Indemnification Covenants.
(a) The Developer releases from and covenants and agrees that the Authority and the
governing body members, officers, agents, servants and employees thereof shall not be liable for, and
agrees to indemnify and hold harmless the Authority and the governing body members, officers,
BeckP 548664.1 1 4
agents, servants and employees thereof, against any loss or damage to property or any injury to or
death of any person occurring at or about or resulting from any defect in the Minimum Improvements,
other than caused by the willful misconduct or negligence of the Authority or its governing body
members, officers, agents, servants and employees.
(b) Except for any willful misrepresentation, any willful or wanton misconduct, or any
negligent actions of the following named parties, the Developer agrees to protect and defend the
Authority and the governing body members, officers, agents, servants and employees thereof, now
or forever, and further agrees to hold the aforesaid harmless from any claim, demand, suit, action or
other proceeding whatsoever by any person or entity whatsoever arising or purportedly arising from
this Agreement, or the transactions contemplated hereby, or the acquisition, construction, installation,
ownership, and operation of the Minimum Improvements.
(c) The Authority, and the governing body members, officers, agents, servants and
employees thereof, shall not be liable for any damage or injury to the persons or property of the
company, or its officers, agents, servants or employees, or any other person who may be about the
Development Property or Minimum Improvements due to any act of negligence of any person other
than the Authority or its governing body members, officers, agents, servants and employees.
(d) All covenants, stipulations, promises, agreements and obligations of the Authority
contained herein shall be deemed to be the covenants, stipulations, promises, agreements and
obligations of the Authority, and not of any governing body member, officer, agent, servant or
employee of the Authority in the individual capacity thereof.
ARTICLE IX.
Events of Default
Section 9.1 Events of Default Defined. The term "Event of Default" shall mean, whenever
it is used in this Agreement (unless the context otherwise provides), subject to Unavoidable Delays,
any failure by Developer to substantially observe or perform any covenant, condition, obligation or
agreement on its part to be observed or performed hereunder or under the Job Performance
Agreement.
Section 9.2 Authority's Remedies on Default. Whenever any Event of Default by
Developer referred to in Section 9.1 of this Agreement occurs, the Authority may suspend its
performance under the Agreement and the Note until it receives assurances from the Developer,
deemed reasonably adequate by the Authority, that the Developer will cure its default and continue
its performance under the Agreement and the Job Performance Agreement, and may take any one or
more of the following actions after providing thirty (30) days written notice to the Developer of the
Event of Default, but only if the Event of Default has not been cured within said thirty (30) days:
(a) Terminate the Agreement and/or the Note.
BeckP 548664.1 1 5
(b) Take whatever action, including legal, equitable or administrative action, which may
appear necessary or desirable to the Authority to collect any payments due under this Agreement or
the Job Performance Agreement, or to enforce performance and observance of any obligation,
agreement, or covenant of the Developer under this Agreement or the Job Performance Agreement.
Section 9.3 No Remedy Exclusive. No remedy herein conferred upon or reserved to the
Authority or Developer is intended to be exclusive of any other available remedy or remedies, but
each and every such remedy shall be cumulative and shall be in addition to every other remedy given
under this Agreement or now or hereafter existing at law or in equity or by statute. No delay or
omission to exercise any right or power accruing upon any default shall impair any such right or
power or shall be construed to be a waiver thereof, but any such right and power may be exercised
from time to time and as of'ten as may be deemed expedient. In order to entitle the Authority or the
Developer to exercise any remedy reserved to it, it shall not be necessary to give notice, other than
such notice as may be required in this Article IX.
Section 9.4 No Additional Waiver Implied by One Waiver. In the event any agreement
contained in this Agreement should be breached by either party and thereafter waived by the other
party, such waiver shall be limited to the particular breach so waived and shall not be deemed to
waive any other concurrent, previous or subsequent breach hereunder.
ARTICLE X.
Additional Provisions
Section 10.1 Representatives Not Individually Liable. No member, official, or employee
of the Authority shall be personally liable to the Developer, or any successor in interest, in the event
of any default or breach, or for any amount which may become due to the Developer or successor
on account of any obligations under the terms of the Agreement.
Section 10.2 Equal Employment Opportunity. The Developer, for itself and its successors
and assigns, agrees that during the construction of the Minimum Improvements provided for in the
Agreement it will comply with all applicable federal, state and local equal employment and non-
discrimination laws and regulations.
Section 10.3 Restrictions on Use. The Developer agrees, for itself and its successors and
assigns, and every successor in interest to the Development Property or any part thereof, that the
Developer, and such successors and assigns, shall, until the Maturity Date, devote the Development
Property to, and only to and in accordance with, the uses specified in the Development Program and
this Agreement.
Section 10.4 Titles of Articles and Sections. Any titles of the several parts, Articles, and
Sections of the Agreement are inserted for convenience of reference only and shall be disregarded in
construing or interpreting any of its provisions.
BeckP 548664.1 1 6
Section 10.5 Notices and Demands. Except as otherwise expressly provided in this
Agreement, a notice, demand, or other communication under the Agreement by either party to the
other shall be sufficiently given or delivered if it is dispatched by registered or certified mail, postage
prepaid, return receipt requested, or delivered personally; and
(a) in the case of the Developer, is addressed to or delivered personally to the Developer
at Morrell & Morrell, Inc., 809 Jackson Ave. N.W., Elk River, Minnesota 55330; and
(b) in the case of the Authority, is addressed to or delivered personally to the Authority
at 13065 Orono Parkway, Elk River, Minnesota 55330, or at such other address with respect to either
such party as that party may, from time to time, designate in writing and forward to the other as
provided in this Section.
Section 10.6 Disclaimer of Relationships. The Developer acknowledges that nothing
contained in this Agreement nor any act by the Authority or the Developer shall be deemed or
construed by the Developer or by any third person to create any relationship of third-party
beneficiary, principal and agent, limited or general partner, or joint venture between the Authority and
the Developer or any third party.
Section 10.7 Modifications. This Agreement may be modified solely through written
amendments hereto executed by the Developer and the Authority.
Section 10.8 Counterparts. This Agreement may be executed in any number of
counterparts, each of which shall constitute one and the same instrument.
Section 10.9 Judicial Interpretation. Should any provision of this Agreement require judicial
interpretation, the court interpreting or construing the same shall not apply a presumption that the
terms hereof shall be more strictly construed against one party by reason of the rule of construction
that a document is to be construed more strictly against the party who itself or through its agent or
attorney prepared the same, it being agreed that the agents and attorneys of both parties have
participated in the preparation hereof.
BeckP 548664.1 1 7
IN WITNESS WHEREOF, the Authority has caused this Agreement to be duly executed in
its name and behalf, and the developer has caused this Agreement to be duly executed in its name and
behalf, on or as of the date first above written.
ECONOMIC DEVELOPMENT
AUTHORITY IN AND FOR THE CITY
OF ELK RIVER
By:¸
Henry A. Duitsman, President
By:
Patrick Dwyer, Vice President
DEVELOPER
MORRELL & MORRELL, INC.
By:
Its:
By:
Its:
BeckP 548664.1 1 8
STATE OF MINNESOTA )
)
COUNTY OF SHERBURNE )
SS.
The foregoing instrument was acknowledged before me this __ day of ,
1998, by and
the and of the Economic
Development Authority In and For the City of Elk River, a public body politic and corporate under
the laws of the state of Minnesota.
Notary Public
STATE OF MINNESOTA )
)
COUNTY OF )
SS.
The foregoing instrument was acknowledged before me this
1998, by and
__ day of
Notary Public
BeckP 548664.1 1 9
SCHEDULE A
Description of Development Property and Current Site
Development Property
Current Site
BeckP 548664.1 ' A- 1
SCHEDULEB
$160,000
UNITED STATES OF AMERICA
STATE OF MINNESOTA
COUNTY OF SHERBURNE
ECONOMIC DEVELOPMENT AUTHORITY IN AND FOR
THE CITY OF ELK RIVER
LIMITED REVENUE TAX INCREMENT NOTE
The Economic Development Authority In and For the City of Elk River, Minnesota
(the"Authority"), hereby acknowledges itself to be indebted and, for value received, promises to pay
to the order of Morrell & Morrell, Inc., or their permitted assigns (collectively, the "Owner"), solely
from the source, to the extent and in the manner hereinafter provided, the principal amount of this
Note, being Three Hundred Thousand Dollars ($300,000) (the "Principal Amount"), on the dates (the
"Scheduled Payment Dates") and in the amounts (the "Scheduled Payment") set forth as "Developer
Payment" on the payment schedule attached hereto as Exhibit B.
Each payment on this Note is payable in any coin or currency of the United States of America
which on the date of such payment is legal tender for public and private debts and shall be made by
check or draft made payable to the Owner and mailed to the Owner at its postal address within the
United States which shall be designated from time to time by the Owner.
The Note is a special and limited obligation and not a general obligation of the Authority,
which has been issued by the Authority pursuant to and in full conformity with the Constitution and
laws of the State of Minnesota, including Minnesota Statutes, Section 469.178, subdivision 4, to aid
in financing a "project", as therein defined, of the Authority consisting generally of defraying certain
public development costs incurred and to be incurred by the Authority within and for the benefit of
its Development District No. 1 (the "Project").
THIS NOTE IS NOT A DEBT OF THE CITY OF ELK RIVER OR THE STATE OF
MINNESOTA (THE "STATE"), AND NEITHER THE CITY, THE STATE NOR ANY
POLITICAL SUBDMSION THEREOF SHALL BE LIABLE ON THE NOTE, NOR SHALL
THIS NOTE BE PAYABLE OUT OF ANY FUNDS OR PROPERTIES OTHER THAN
AVAILABLE TAX INCREMENT, AS DEFINED BELOW.
The Scheduled Payment of this Note due on any Scheduled Payment Date is payable solely
from and only to the extent that the Authority shall have received in the calendar year preceding such
Scheduled Payment Date "Available Tax Increment". For purposes of this Note, Available Tax
Increment with respect to any Scheduled Payment Date is defined as the Tax Increment, as defined
in that certain Contract for Private Development between the Authority and the Owner dated as of
., (the "Contract"), generated in the six (6) month period immediately preceding
the Scheduled Payment with respect to that certain real property described on the attached Exhibit
A (hereinafter referred to as the "Development Property"), after deducting ten percent (10%) of the
Tax Increment generated in each year, and after further deducting from the remainder the amount
BeckP 548664.1 B-2
shown for such year as "City Payment" on the payment schedule attached hereto. The Authority shall
not be in default under this Note for failure to make a Scheduled Payment using Available Tax
Increment, and no interest shall accrue with respect to a Scheduled Payment not made; provided, that
the Authority shall endeavor to make Scheduled Payments when due.
The Authority shall pay to the Owner on each Scheduled Payment Date the lesser of (i) the
Available Tax Increment received by the Authority in the six (6) month period preceding such
Scheduled Payment Date; or (ii) the amount of the Scheduled Payment due on the Scheduled
Payment Date. To the extent that on any Scheduled Payment Date under this Note, the Authority
has not received sufficient Available Tax Increment to make the full Scheduled Payment, the
Authority shall make so much of the Scheduled Payment as it is able using Available Tax Increment,
the remainder of the Scheduled Payment shall be added to the next years Scheduled Payment, and for
purposes of calculating the remaining amounts due under this Note, the total of all Scheduled
Payments made under this Note shall never exceed the Principal Amount.
The Authority's obligations herein are subject to the terms and conditions of the Contract and
specifically to Section 3.4. & 3.5. of the Contract. Subject to Section 9.2 of the Contract, the
Authority's payment obligations hereunder shall be suspended and this Note may be terminated by
the Authority upon the occurrence of an Event of Default as provided in Section 9.1 of the Contract,
which Contract is incorporated herein and made a part hereof by reference. Upon such termination,
the Authority's obligations to make further payments hereunder shall be discharged. Such
termination may be accomplished by the Authority's giving of written notice to the then registered
owner of this Note, as shown on the books of the Authority.
This Note shall not be payable from or constitute a charge upon any funds of the Authority,
and the Authority shall not be subject to any liability hereon or be deemed to have obligated itself to
pay hereon from any funds except Available Tax Increment, and then only to the extent and in the
manner herein specified.
The Owner shall never have or be deemed to have the right to compel any exercise of any
taxing power of the Authority or of any other public body, and neither the Authority nor any director,
commissioner, council member, board member, officer, employee or agent of the Authority, nor any
person executing or registering this Note shall be liable personally hereon by reason of the issuance
or registration hereof or otherwise.
This Note shall not be transferable or assignable, in whole or in part, by the Owner without
the prior written consent of the Authority.
This Note is issued pursuant to Resolution of the Authority and is entitled to the benefits
thereof, which resolution is incorporated herein by reference.
IT IS HEREBY CERTIFIED AND RECITED that all acts, conditions, and things required
by the Constitution and laws of the State of Minnesota to be done, to have happened, and to be
performed precedent to and in the issuance of this Note have been done, have happened, and have
been performed in regular and due form, time, and manner as required by law; and that this Note,
BeckP 548664.1 B-3
together with all other indebtedness of the Authority outstanding on the date hereof and on the date
of its actual issuance and delivery, does not cause the indebtedness of the Authority to exceed any
constitutional or statutory limitation thereon.
1N WITNESS WHEREOF, the Economic Development Authority In and For the City of Elk
River, by its Commissioners, has caused this Note to be executed by the manual signatures of the
President and the Vice President of the Authority and has caused this Note to be dated
., 1998.
Henry A. Duitsman, President
Patrick Dwyer, Vice President
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EXHIBIT A TO NOTE
Description of Development Property
BeckP 548664.1 B-5
EXHIBIT B TO NOTE
Payment Schedule
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SCHEDULE C
,lOB PERFORMANCE AGREEMENT
By and Between
THE ECONOMIC DEVELOPMENT AUTHORITY
IN AND FOR THE CITY OF
ELK RIVER
and
MORRELL & MORRELL, INC.
Dated:
This document was drafted by:
CITY OF ELK RIVER
13065 Orono Parkway
Elk River, MN 55330
Telephone: (612) 441-7420
With final review by:
DOHERTY, RUMBLE & BUTLER
3500 Fifth Street Towers
150 South Fifth Street
Minneapolis, MN 55402-4235
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JOB PERFORMANCE AGREEMENT
THIS AGREEMENT, made on or as of the __ day of ,199__, by and
between the Economic Development Authority In and For the City of Elk River, a public body
corporate and politic (hereinafter referred to as the "Authority"), established pursuant to Minnesota
Statutes, Sections 469.090 to 469.108, and having its principal office at 13065 Orono Parkway, Elk
River, Minnesota 55330, and Morrell & Morrell, Inc., (hereinafter collectively referred to as the
"Developer"), having its principal office at 809 Jackson Ave. N.W., Elk River, Minnesota 55330.
WITNESSETH:
WHEREAS, the Developer and the Authority have entered into a Contract for Private
Redevelopment dated as of ., 199___, (the "Contract") pursuant to which the
Developer has agreed to construct an office/warehouse/trucking facility of at least 45,000 square feet
within the City of Elk River, Minnesota; and
WHEREAS, in order to induce the Developer to undertake such development, the Authority
has agreed in the Contract to provide certain financial assistance to the Developer through its
payment of certain costs of site development and preparation of the property on which the
development will occur; and
WFIEREAS, Minnesota Statutes, section 116J.991, provides that a government agency that
provides financial assistance for economic development job growth purposes must establish job and
wage goals to be met by the businesses receiving the assistance; and
WHEREAS, the Authority and the Developer agreed in the Contract that they would enter
into a Job Performance Agreement to document their understandings as to the job and wage goals
to be met by the Developer with respect to its development; and
WHEREAS, the Authority, and the Developer desire that this Agreement serve as the
agreement referenced in the Contract.
NOW, THEREFORE, in consideration of the premises and the mutual obligations of the
parties hereto, each of them does hereby covenant and agree with the other as follows:
ARTICLE I
Definitions
Section 1.1. Definitions. In this Agreement, unless a different meaning clearly appears from
the context:
"Act" means Minnesota Statutes, Sections 116J.991.
BeckP 548664.1 C-2
"Agreement" means this Agreement, as the same may be from time to time modified,
amended, or supplemented,
"Authority" means the Economic Development Authority In and For the City of Elk River,
or any successor or assign.
"City" means the City of Elk River.
"Contract" means the Contract for Private Development between the Authority and the
Developer dated as of
"Developer" means, collectively, Morrell & Morrell, Inc., or its successors, representatives,
executors or assigns, or any future owners of the Development Property.
"Development Property" means the real property described as such in the Contract
"Improvements" means the construction by the Developer of an office/warehouse/trucking
facility of at least 45,000 square feet, pursuant to the Contract.
"Permanent Full-Time Employment Position" means the employment of a person who is
eligible to receive any health, pension or other benefits provided according to the personnel or
employment policies of the his/her employer, or through a collective bargaining agreement with the
Developer or its tenants, and whose wages as the term is defined are based upon the employee
working approximately thirty (30) hours a week.
"State" means the State of Minnesota.
ARTICLE 11
Job and Wage Goals
Section 2.1. Employment Requirements. The Developer agrees that it will employ at least
persons in Permanent Full-Time Employment Positions in the Improvements, and that it will
cause to be created by itself or its tenants with respect to the Development Property and the
Improvements at least Permanent Full-Time Employment Positions. Such new positions
shall be created, through the actual employment of individuals, no later than two (2) years after the
substantial completion of the Improvements pursuant to the terms of the Contract.
Section 2.2. Wage Requirements. The new Permanent Full-Time Employment Positions
required to be created pursuant to Section 2.1 shall be paid an average wage of no less than $
per hour.
BeckP548664.1 C-3
Section 2.3. Monitoring. The Developer agrees that it will provide, upon request by the
Authority, documentation reasonably required by the Authority to document Developer's compliance
with the provisions of this Agreement.
Section 2.4. Continuing Obligation. The Developer's obligations under this Agreement shall
be continuing, and the Developer shall cause the employment and wage levels to be maintained for
a period of at least one (1) year from the date that the Developer is first obligated to achieve the
employment and wage levels.
ARTICLE III
Default
Section 3.1. Defaults Defined. It shall be a default under this Agreement if the Developer
fails to comply with any term or provision of this Agreement, and fails to cure such failure within
sixty (60) days of written notice to the Developer of the default, but only if the default has not been
cured within said sixty (60) days, or the Developer does not provide to the Authority assurances,
satisfactory to the Authority in its reasonable discretion, that the default will be cured and will be
cured as soon as reasonably possible.
Section 3.2. Remedies in Default. Upon the occurrence of a default under this Agreement
the Authority may declare immediately due and payable the entire amount of principal and interest
paid by the Authority under the Note, as defined in the Contract, together with interest on such
amount at the rate of eight and one-half percent (8.5%) from the date that the Authority makes such
declaration. Within ten (10) days after the date that the Authority makes such declaration, the
Developer shall be liable for and shall repay the amount of the assistance plus interest.
Section 3.3. Costs of Enforcement. Whenever any default occurs under this Agreement and
the Authority shall employ attorneys or incur other expenses for the collection of payments due or
for the enforcement of performance or observance of any obligation or agreement on the part of the
Developer under this Agreement, the Developer shall be liable to the Authority for the reasonable fees
of such attorneys and such other expenses so incurred by the Authority; provided, that the Developer
shall only be obligated to make such reimbursement if Authority prevails in such collection or
enforcement action.
Section 3.4. Force Majeure. In the event that the Developer's compliance with the terms of
this Agreement is delayed or interrupted due to strikes, acts of God or acts of any federal, state of
local governmental unit, the Developer's non-compliance shall be excused for the period of delay or
interruption if the Developer gives the Authority written notice of the cause of the delay or
interruption within thirty (30) days after its occurrence. General economic or market conditions shall
not constitute cause for excusing Developer's performance.
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ARTICLE IV
Miscellaneous
Section 4.1. Provisions of Agreement Not Affected. With the exception of the provisions
of the Contract relative to the Developer's employment and wage requirements, this Agreement is
not intended to modify or limit in any way the terms of the Contract.
Section 4.2. Titles of Articles and Sections. Any titles of the several parts, Articles, and
Sections of the Agreement are inserted for convenience of reference only and shall be disregarded in
construing or interpreting any of its provisions.
Section 4.3. Modification. This Agreement may be modified solely through written
amendments hereto executed by the Developer and the Authority.
Section 4.4. Counterparts. This Agreement may be executed in any number of counterparts,
each of which shall Constitute one and the same instrument.
Section 4.5. Judicial Interpretation. Should any provision of this Agreement require judicial
interpretation, the court interpreting or construing the same shall not apply a presumption that the
terms hereof shall be more strictly construed against one party by reason of the rule of construction
that a document is to be construed more strictly against the party who itself or through its agent or
attorney prepared the same, it being agreed that the agents and attorneys of both parties have
participated in the preparation hereof.
IN WITNESS WHEREOF, the Authority has caused this Agreement to be duly executed
in its name and behalf,, and the Developer has caused this Agreement to be duly executed in its name
and behalf, on or as of the date first above written.
ECONOMIC DEVELOPMENT
AUTHORITY IN AND FOR THE CITY
OF ELK RIVER
By.
Henry A. Duitsman, President
By.
Patrick Dwyer, Vice President
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DEVELOPER
MORRELL & MORRELL, INC.
By:
Its:
STATE OF MINNESOTA )
)
COUNTY OF SHERBURNE )
SS.
The foregoing instrument was acknowledged before me this __ day of ,
1998, by and ,
the and of the Economic
Development Authority In and For the City of Elk River, a public body politic and corporate under
the laws of the state of Minnesota.
Notary Public
STATE OF MINNESOTA )
)
COUNTY OF )
SS.
The foregoing instrument was acknowledged before me this __
1998, by and
day of
Notary Public
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SCHEDULE D
Description of Uses by Tenant
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NOTICE OF PUBLIC HEARING
CITY OF ELK RIVER
COUNTY OF SHERBURNE
STATE OF MINNESOTA
Notice is hereby given that the City Council of the City of Elk River, County of
Sherburne, State of Minnesota, will hold a public hearing on Monday, April 6, 1998, at
approximately 6 p.m. in the Elk River City Council Chambers at the Elk River City
Hall, Elk River, Minnesota, relating to the proposed Modification to the Development
Program for Development District No. 1 and the Tax Increment Financing Plan for Tax
Increment Financing District No. 18 (an Economic Development Tax Increment
Financing District), and the adoption of such Modification relating thereto, pursuant to
Minnesota Statutes, Sections 469.090 through 469.1081 and Sections 469.174 through
469.179, all inclusive, as amended. Copies of the Modification and Plan are on file and
available for public inspection at the office of the City Administrator, Elk River City
Hall, 13065 Orono Parkway, Elk River, Minnesota.
This public hearing is required to be held prior to creation of Tax Increment Financing
District No. 18 in the City of Elk River. Tax Increment District No. 18 will provide a
financing mechanism to correct soil conditions to allow for development of an
office/warehouse/trucking facility on East Highway 10 and 171~t Avenue in Elk River,
Minnesota. A map of Tax Increment Financing District No. 18, within Development
District No. 1, is set forth below. Subject to certain limitations, tax increment from Tax
Increment Financing District No. 18 may be spent on eligible uses within the
boundaries of Development District No. 1.
All interested persons may appear at the hearing and present their views orally or prior
to the meeting in writing.
BY ORDER OF THE CITY COUNCIL OF THE CITY OF ELK RIVER,
MINNESOTA, Patrick D. Klaers, City Administrator