6.9.B. SR 05-16-2005
Item 6.9.B.
MEMORANDUM
TO: Mayor and City Council
FROM: Catherine Mehelich, Director of Economic Developmen~
DATE: May 16, 2005
SUBJECT: Consider an Amendment to the Development Agreement with
MetroPlains Development, LLC and Consider Bid Award for King
Ave Parking Lot Improvement Project
Attachments
. Development Agreement between the City and MetroPlains Development, LLC dated
December 6, 2004
. Memo from Mary Ippel, Briggs & Morgan re: MetroPlains Project
. Memo from City Engineer, Terry Maurer re: King Ave Parking Lot Improvement
Background
The City entered into the attached Development Agreement with MetroPlains Development
on December 6, 2004 in connection with the construction of the Jackson Block and Bluff
Block project. Since that time staff has been working closely with MetroPlains to make
progress on a number of activities leading up to the anticipated summer project construction.
Issue
Staff and MetroPlains wish to proceed with the construction of the King Ave Parking Lot and
have identified a conflict in the terms of the Development Agreement regarding one of the
contingencies to constructing the Parking Lot, the closing on the conveyance of the Jackson
Block property and the commencement of construction of the Jackson Block project. Staff
and MetroPlains have determined that it is appropriate to amend the Development
Agreement.
The Development Agreement requires MetroPlains to close on the construction financing for
the Bluff Block project prior to the city's construction of the King Ave Parking Lot, the
conveyance of the Jackson Block property and the construction of the Jackson Block project.
MetroPlains indicates that their purchase agreement with US Bank allows for the property to
be vacated by October 1, 2005, therefore MetroPlains is not able to close on construction
financing for the Bluff Block project until they have clear title to ill of the Bluff Block
property. MetroPlains currently has clear title to two of the three Bluff Block properties.
Consider Amendment to Development Agreement
and Bid Award for King Ave Parking Lot Improvement
May 16, 200S City Council Meeting
Page 2 of2
City Attorney for the project, Mary Ippel of Briggs & Morgan has prepared the attached
memorandU!D. that describes MetroPlains' request. The city attorney and financial advisor
recommend an amendment to the Development Agreement. conditions, as described in the
attached memorandU!D.. The proposed conditions appear to provide the City adequate
security that a MetroPlains has significant risk if they fail to construct the Bluff Block project.
Recommendation
Staff recommends that the City Council consider a motion to approve an amendment to the
Development Agreement with MetroPlains Development, ILC as described in the attached
memorandU!D. from Ms. Ippel.
Following the Council's approval of the amendment, staff recommends that the Council pass
a motion to award Schedule 1.0 of the King Avenue Parking Lot/Miscellaneous Park Paving
Improvement Projects as described in the attached memorandU!D. from City Engineer Terry
Maurer.
BRIGGS AND :MORGAN
2200 FIRST NATIONAL BANK BUILDING
332 MINNESOTA STREET
SAINT PAUL, MINNESOTA 55101
TELEPHONE (651) 808-6600
FACSIMILE (651) 808-6450
PROFESSIONAL ASSOCIATION
WRITER'S DIRECT DIAL
(651) 808-6620
WRITER'S E-MAIL
mippel@briggs.com
MEMORANDUM
VIA E-MAIL
TO:
Cathy Mehelich
FROM:
Mary Ippel
Sid Inman
DATE:
May 12, 2005
RE:
MetroPlains Project
MetroPlains has requested that the City initiate construction of the King Avenue parking
lot, that the Jackson Block Property be sold to MetroPlains and that MetroPlains begins
construction on the Jackson Block Proj ect prior to the construction financing closing on the Bluff
Block Project. Briggs and Morgan and Ehlers & Associates recommends that the council
approve this subject to the following conditions:
1. As a condition to closing on the Jackson Block Property, MetroPlains deposit
$500,000 with the City of Elk River for the acquisition cost ofthe Jackson Block Property to be
released when the closing ofthe construction financing for Bluff Block Project occurs.
2. If construction of the Bluff Block Project does not commence by December 31,
2005, MetroPlains will not receive any tax increment financing assistance with respect to either
the Bluff Block Project or the Jackson Block Project.
Provided that the foregoing is satisfactory to the City Council, an amendment to
the Development Agreement will be prepared and executed by the parties thereto.
tfy
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MlNNEAPOLIS OFFICE. IDS CENTER. WWW.BRlGGS.COM
MEMBER - LEX MUNDI, A GLOBAL ASSOCIATION OF INDEPENDENT LAW FIRMS
MEMORANDUM
TO: Catherine Mehelich, Director of Economic Development
FROM: Terry Maurer, City Engineer ~
DATE: May 16, 2005
SUBJECT: MetroPlains Downtown Development/King Avenue Parking Lot
Improvement
On Monday evening, the Gty Council will be discussing an amendment to the Development
Agreement with MetroPlains Development, LLC It is my understanding that if the Council
acts affirmatively to amend the Development Agreement, this will complete all necessary
conditions placed on MetroPlains prior to the award of the King Avenue Parking Lot
Improvements. If the City Council does act affirmatively on the amendment, it would then
be appropriate for the Gty Council to pass a motion to award Schedule 1.0 of the King
Avenue Parking Lot/Miscellaneous Park Paving Improvement Projects. As you are aware,
Schedule 1.0 of this contract is the King Avenue Parking Lot Improvement portion that was
not awarded when the City Council adopted the resolution to award the remainder of the
contractor's bid.
If you have any questions regarding this issue, please call or I will be in attendance at the
May 16, 2005 City Council meeting.
S:\EngineerImprovProj\2005 Improvement Projects\K.ing Ave patking lot\05 1605 cc memo.doc
DEVELOPMENT AGREEMENT
BY AND BETWEEN
CITY OF ELK RIVER, lVIINNESOTA
AND
METROPLAlNS DEVELOPMENT, LLC
December 6, 2004
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TABLE OF CONTENTS
Page
ARTICLE I DEFINITIONS ........... .......... ...................... ................... ......... ...... ....... ............. 3
Section 1.1 Definitions............... .............................................................................. 3
ARTICLE II REPRESENTATIONS AND WARRANTIES.............................................. 12
Section 2.1 Representations and Warranties of the City....................................... 12
Section 2.2 Representations and Warranties by the Developer ............................13
ARTICLE III CONVEYANCE OF Jackson Block Property............................................... 15
Section 3.1 Purchase and Sale of Jackson Block Property................................... 15
Section 3.2 As Is Conveyance ..............................................................................16
Section 3.3 Title Review Process.... ................................... ................................... 16
Section 3.4 Purchase Price ..... ........ ................... .......... ....... ............. ...... ................ 17
Section 3.5 Acquisition of the Bluff Block Property. ........................................... 17
Section 3.6 Contingencies to Closing on Jackson Block Property....................... 19
Section 3.7 Closing ......................... ...................................:.................. ........ ........ 20
Section 3.8 Closing 'Costs ..................:.................................................................. 22
ARTICLE IV CONSTRUCTION OF MINIMUM IMPROVEMENTS .............................. 23
Section 4.1 Construction Plans. ................................. ........ ......... ...................,. ..... 23
SeC?tion 4.2 Construction of Minimum Improvements ......................:..................23
Section 4.3 Commencement and Completion of Construction............................. 24
Section 4.4 Effect of Delay ............ ........... ...... ................... ........ .......... ......... ........ 25
Section 4.5 Compliance with Environmental Requirements ................................ 25
Section 4.6 Additional Responsibilities of the Developer ....................................25
Section 4:7 Certificate of Completion .................................................................. 26
ARTICLE V TAX INCREMENT ASSISTANCE; DEVELOPER PAYMENTS.............. 27
Section 5.1 Creation of Tax Increment District and Amendment of Tax
Increment Financing Plan ......... ..... ............... ......... ............. ......,......... 27
Section 5.2 Issuance of Tax Increment Revenue Note ......................................... 27.
Section 5.3 Reduction of Assistance........ ...................... ............................ ........... 29
Section 5.4 Review of Taxes ............... ................ .............. ......... ............... ...... ..... 30
Section 5.5 Use ofTa.x Increment~ ....................................................................... 31
Section 5.6 Business Subsidy Act............,............................................................ 31
Section 5.7 Developer Payments and Reimbursement ......................................... 32
Section 5.8 Issuance ofTa.x Increment Revenue Refunding Bonds..................... 33
Section 5.9 Issuance of Parking Lot.Note......... ..........:......................................... 33
ARTICLE VI ,ENCUMBRANCE OF THE DEVELOPMENT PROPERTY ...................... 36
Section 6.1 Encumbrance ofthe Development Property...................................... 36
Section 6.2 Copy of Notice of Default to Mortgagee ........................................... 36
Section 6.3 Mortgagee's Option to Cure Events of Default.................................. 36
Section 6.4 Defaults Under Mortgage .................................................................. 36
Section 6.5 Subordination of Agreement....................:.............:........................... 36
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TABLE OF CONTENTS
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ARTICLE VII DEVELOPER COVENANTS ....................................................................'... 37
Section 7.1 Irisurance ............................................................................................ 37
Section 7.2 Maintenance and Operation of the Development .............................. 37
ARTICLE VIII TRANSFER LIMITATIONS AND INDEJ\tINIFICATION.........;...........:.... 38
Section 8.1 Representation as to Development..................................................... 38
Section 8.2 Limitations on Transfer......... ..... ...... ..... ............... ................... ...... ..... 38
Section 8.3 Indemnification ........................ ....... ......... ........ ...... ......... ................... 39
Section 8.4 Limitation. ........... ........ ....... ........................................ ........ ................ 41
ARTICLE IX EVENTS OF DEFAULT AND DAMAGES ................................................42
Section 9.1 Events of Default Defined ................................................................. 42
Section 9.2 Developer Events ofDefault.............................................................. 42
Section 9.3 City Events of Default ..............~........................................................ 43
Section 9.4 City Remedies on Default.................................................................. 43
Section 9.5 Developer. Remedies on Default .........................................:.............. 44
Section 9.6 No Remedy Exclusive....... .............. .................;........... ................. ......44
Section 9.7 No Additional Waiver Implied by One Waiver................................. 44
ARTICLE X ADDITIONAL PROVISIONS ...................................................................... 45
Section 10.1 Conflicts of Interest............ ........................................................ ........ 45
Section 10.2 Titles of Articles and Sections ........................................................... 45
Section 10.3 Notices and Demands ......................................................................... 45
Section 10.4 Counterparts .............. .............. ................ ........... ........... ..... ................ 45
Section 10.5 Law Governing ......... ........ .......... ....... ...... .......... ....... ......................... 45
Section 10.6 Consents and Approvals ....................................................................46
Section 10.7 Representatives ............ ............... ............ .......... ..... ............................ 46
Section 10.8 Superseding Effect ............................ ................................. ................ 46
Section 10.9 Relationship of Parties ........ ........................ .... ................................... 46
Section 10.1 0 Term.................... ............................................................................... 46
Section 10.11 Venue.................... .................................................. ............... ............ 46
Section 10.12 Provisions Surviving Rescission .or Expiration.................................. 46
EXHIBIT A BLUFF BLOCK PROPERTY .............................................................................. A-I
EXHIBIT B JACKSON BLOCK PROPERTY ......................................................................... B-1
EXHIBIT C QUIT CLAIM DEED ............................................................................................ C-l
EXHIBIT D CERTIFICATE OF COMPLETION ............................................................:....... D-l
EXHIBIT E FORM OF TA..:X INCREMENT REVENUE NOTE............................................. E-1
EXHIBIT F FORM OF PARKING LOT NOTE........................................................................F-l
EXHIBIT G ELIGIBLE COSTS ................ ..............,................. ................ ... .... ........ ...... .......... G-.1
EXHIBIT H CONSTRUCTION SCHEDULE .......................................................................... B-1
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EXHIBIT I ESTIMATED SOURCES AND USES STATEMENT ...........................................1-1
EXHIBIT! UPDATED SOURCES AND USES STATEMENT ..................;........................... J-l
EXHIBIT K FINAL SOURCES AND USES STATEMENT...................................................K-l
EXHIBIT L FORM OF PROFIT STATEMENT ...................................................................... L-l
EXHIBIT M FINAL PROFIT STATEMENT........................................................................... M-l
EXHIBIT N FORM OF CASH FLOW STATEMENTS .......................................................... N-l
EXHIBIT 0 FINAL CASH FLOW STATEMENTS ................................................................ 0-1
EXHIBIT P OWNER UPGRADE OPTIONS ............................................................................P-l
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DEVELOP~ffiNTAGREEMENT
THIS DEVELOPMENT AGREE~ffiNT is made and entered into tIus 6th day of
December, 2004, by and between the CITY OF ELK RIVER, MINNESOTA, a municipal
corporation and political subdivision organized and existing under the laws of the State of
Minnesota (the "City"), and METROPLAINS DEVELOPlVIENT, LLC, a Minnesota limited
liability company (the "Developer").
RECITALS
'WHEREAS, pursuant to Minnesota Statutes, Section 469.124 through 469.134, the City
has formed Municipal Development District No.1 (the "Development District") and has adopted
a development program therefor (the "Development Program") for the Development District
which sets forth development objectives for the Development District. A major objective of the
Development Program is to foster the development of owner occupied and rental housing
facilities in the Development District;
WHEREAS, the Developer has submitted a proposal to the City in connection with the
construction in the Development District of a rental housing and owner occupied housing
development and commercial redevelopment;
WHEREAS, the Developer intends to acquire approximately one acre of real property
located in the Development District (the "Development Property"), demolish and clear the
existing structures and construct approximately 68 units of owner..;occupied housing and
approximately 10,820 square feet of retail space, together with related parking facilities (the
"Bluff Block Development") on the portion of the Development Property legally described in
Exhibit A hereto (the "Bluff Block Property") and construct approximately 32 tmits of rental
housing and approximately 13,000 square feet of retail space, together with related parking
facilities, (the "Jackson . Block Development") on tile portion of the Development Property
legally described in Exhibit B hereto (the "Jackson~Block Property") (the "Bluff Block
Development" and the "Jackson Block Development" being collectively referred to herein as the
''Minimum Improvements");
WHEREAS, under Minnesota Statutes, Sections 469.174 through 469.1799, as amended
(the "TIF Act"), the City is authorized to fmance certain public redevelopment costs of a'
municipal development district with ta.."'{ increment revenues derived from a ta.."'{ increment
financing district established within such redevelopment project;
WlIEREAS, tile City has heretofore adopted a ta.."'{ increment fmancing plan and created
and established the Downtown Phase' I Tax Increment Financing District No. 22 as a
redevelopment ta"'{ increment district pursuant to the TIF Act (tile "Ta"'{ Increment District");
\VHEREAS, the City has agreed, on tile terms and conditions set forth in this Agreement
to issue its Ta.."'{ Increment Revenue Note (as hereinafterdefmed) to reimburse tile Developer for
certain Eligible Costs (as herein defined) of the Minimum Improvements and to issue its Parking
Lot Note (as herein defined) to reimburse the Developer for the cost of constructing tile Parking
Lot (as herein defin'ed);
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\VHEREAS, th.e City believes that the development of the Development Property, as
.more fully set forth in this Agreement, is in the best interests of the residents of the City and will
'facilitate the redevelopment of blighted areas in the City, and increase opportunities for owner
occupied and rental housing, and will otherwise benefit the health, safety, morals and welfare of
the residents of the City, in accordance with the public purpose and provisions of the applicable
State and local laws and requirements under the Development Program; and
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:
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ARTICLE I
DEFINITIONS
Section 1.1 Definitions. All capitalized terms used and not otherwise defined herein
shall have the following meanings unless a different meaning clearly appears from the context:
"Acquisition Costs" means all of the costs incurred by the Developer in connection with
the acquisition of the Development Property, including but not limited to, the purchase price paid
to acquire the Development Property, broker fees, holding costs including interest on debt
incurred to finance the acquisition, any taxes, assessments or utilities required to be provided or
paid by the Developer as a result. of its acquisition of the Development Property, all costs for
appraisers, title work, legal proceedings, and any federal, State or local relocation benefits.
"Administrative Expenses" shall have the meaning given such term in the Tax Increment
Act.
"Affiliate" means any Person directly or indirectly controlling or controlled by or under
direct or indirect common control with a Person and any purchaser of all or substantially all of
the assets of such Person. For this purpose, "control" means the power to direct management and
policies, directly or indirectly, whether through ownership of voting securities, by contract or
otherwis~, and the terms "controlling" and "controlled" have correlative meanings.
"Agreement" means this Development Agreement as the same maybe from time to time
modified, amended or supplemented.
"Allowable Profit" means the Profit of the Developer in an amount equal to 1 0% of Total
Development Costs with respect to the Bluff Block Housing Project and 10% of Total
Development Costs with respect to the portion of the Bluff Block Commercial Project.
"Available Ta.:'( Increment" means the Tax Increment received and retained by the City,
less the amount of Tax Increment, if any, which the City must pay to the school district, the
County and the State pursuant to Minnesota Statutes, Sections 469.177, subds. 9, 10, and 11;
469.176, subd. 4h; and 469.175, subd. la, as the same may be amended from time to time.
"Bluff Block Commercial Project" means approximately 10,820 square feet of retail
space, together with related parking facilities, to be constructed on the Bluff Block Property.
"Bluff Block Development" means the demolition and clearance of the existing structures
located on the Bluff Block Property and the construction of the Bluff Block Housing Project and
the Bluff Block Commercial Project.
"Bluff Block Housing Project" means approximately' 68 units of owner-occupied
housing, together with related parking facilities, to be constructed on the Bluff Block Property.
"Bluff Block Property" the real property legally described in Exhibit A hereto.
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"Business Day" means any day except a Saturday, Sunday or a legal holiday or a day on
which ban.kin~ institutions in the City are authorized by law or executive order to close.
"Cash Flow Determination Date" means the first day of the first month that is sixty (60)
days after both the Bluff Block Development and the Jackson Block Development are 80%
leased and/or sold or such earlier date as the City may require.
"Cash Flow Statement'! means the cash flow statement provided by the Developer
pursuant to Section 5.3 and to be attached as Exhibit 0 hereto in substantially the form and
content as set forth in Exhibit N hereto, prepared by the Developer setting forth (with respect to
units for which leases have been signed) or forecasting (with respect to units for which leases
have not yet been signed; provided the Developer may assume up to 7% vacancy) the income,
expenses and debt with respect to the Jackson Block Commercial Project and the Jackson Block
Housing Project for the first fiscal year commencing on or after the Cash Flow Determination
D~ -
"Certificate of Completion" means the -certificate in substantially the form attached
hereto as Exhibit D signed by the City Representative certifying completion of the Development.
"City" means the City of Elk River, Minnesota, its successors and assigns.
"City Acquisition Costs" means all costs, expenses, fees and charges incurred by the City
associated with the acquisition. by the City of the Bluff Block Property including, but not limited
to, payments for just compensation, court filing fees, court-appointed commissioners' fees,
appraisal fees and expenses, consultant fees and expenses, attorneys' fees and costs,' Relocation
Costs and Expenses fees for service of process and any other cost, expense, fee and/or charge
associated with the acquisition of the Bluff Block Property.
"City Council" means the City Council of the City.
"City Documents" means the documents to be executed and/or delivered by the City at
the Closing pursuant to Section 3.7(b) of this Agreement.
"City Representative" means the Administrator of the City or his or her designee.
"Closing" means the closing on the conveyance of the Jackson Block Property by the
City to the Developer.
"Closing Date" means the date on which the City conveys the Jackson Block Property to
the Developer, which date shall be the date the Developer closes on the c.onstruction Loan, or
such later date mutually agreed to by the Parties.
"Completion Date" means the date the Certificate of Completion is executed by the City
Representative or, with respect to each component or unit of the Minimum Improvements, the
date that a comparable certificate of completion is executed with respect to such component or
unit.
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"Condominium Developer" means Bluff Block, LLC, an affiliate of the Developer, its
successors and assigns.
"Construction Costs" mepns the capital costs of the construction of the Minimum
Improvements, including, but not limited to, the costs of labor and materials; construction
management and supervision expenses; insurance and payment or performance bond premiums;
architectural and engineering fees and expenses; usual and customary fees or costs payable to the
City or any other public body with regulatory authority over construction of the Development
(e.g. building permits and inspection fees); and all other costs chargeable to the capital account
of the Development under generally accepted accounting principles, excluding Developer's
Overhead Costs.
"Construction Loan" means the construction loan or loans to be made by the
Construction Lender to provide financing for the construction of Minimum Improvements.
"Construction Lender" means a financial institution selected by the Developer.
"Construction Plans" means the plans, specifications, drawings and related documents
for the construction of the Minimum Improvements which shall be as detailed as the plans,
specifications, drawings and related documents which are submitted to the building inspector of
the City.
"County" means Sherburne County, Minnesota.
"Debt Service Coverage Ratio" means the ratio determined by dividing the estimated
annual amount of Pledged Tax Increment to be received in a calendar year by the maximum
amount of principal and interest due in any calendar year.
"Deed" means the quit claim deed executed by the City conveying the Jackson Block
Property to the Developer, in the form attached hereto as Exhibit C.
'-'Developer" means MetroPlains Development, LLC, a Minnesota. limited liability
company, its successors or assigns.
"Developer Event of Default" means the occurrence of an Event of Defa1.l1t set forth in
Section 9.2 hereof.
"Developer's Documents" means the documents to be delivered pursuant to Section
3.7(c) of this Agreement.
"Developer's Overhead Costs" means an amount during the construction and marketing
period of (i) the Jackson Block Housing Project units equal to $205,000; (ii) the Bluff Block
Housing Project units equal to $336,000; provided that such amount does not include any
amount paid to the Condominium Developer as the general contractor for the Bluff Block
Housing Project; (iii) the Jackson Block Commercial Project units equal to $60,000; and (iv) the
Bluff Block Commercial Project units equal to $70,000.
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"Developer's Representative" means the President of the Developer, or his or her
designee evidenced in writing to the City.
"Development" means the Development Property and the Minimum Improvements.
"Development Property" means the Bluff Block Property and the Jackson Block
Property.
"Eligible Costs" means the costs identified on Exhibit G attached hereto.
"Event of Default" means any of the events described in Sections 9.2 or 9.3.
"Excess Profit" means the total amount of Profit received by the Developer from Sale of
. the units in' the portion of the Development in which units are sold and not leased in excess of
Allowable Profit, as determined by the' Profit Statements submitted by the Developer and
calculated as described in Section 5.3.
"Excess Funding" means the total amount of Funding for the portion of the Development
in which units are leased and not sold in excess of Total Development Costs of such portion of
the Development, as determined by the Sources and Uses Statement submitted by the Developer
and calculated as described in Section 5.3.
"Fair Nlarket Value" means the estimated fair market value as determined by the "Three
Appraiser Method," whereby the Developer and the City each select an appraiser who submits a
sealed appraisal. Upon simultaneous opening of the two appraisals, Fair Market Value shall be
defined as the arithmetic average between the two appraisals, unless the two appraisals shall be
more than 5.0% apart in value. If the two appraisals are more then 5.0% apart, the two
appraisers shall jointly select a third appraiser and the Fair Market Value shall be determined as
the arithmetic average between the three appraisals. If the two appraisers cannot agree upon the
selection of a third appraiser, either the Developer or the City ;may submit the selection to
binding arbitration.
"Final Payment Date" means Februaiy 1, 2032 or on such later date as the City receives
available Tax mcrement as a result of the payment of real property taxes that were delinquent on
February 1,2032.
"Funding" means the portion of the Construction Loan, cash equity contributed by the
Developer, the Ta.x Increment Revenue Note, any additional assistance provided by any other
governmental entity and any other sources of funding for the MininllUTI Improvements as set
forth in the Sources and Uses Statement.
"Jackson Block Commercial Project" means approximately 13,000 square feet of retail
space, together with related parking facilities, to be constructed on the Jackson Block Property.
"Jackson Block Development" means the demolition and clearance of the existing
structures located on the Jackson Block Property <)nd the construction of th.e Jackson Block
Housing Project and the Jackson Block Commercial Project.
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"Jacksoll Block Housing Project" means approximately 32 units of rental housing,
together with related parking facilities, to be constructed on the Jackson Block Property.
"Jackson Block Property" means the real property legally described in Exhibit B hereto.
"Lender" means any financial institution to which the Developer assigns its rights to
payments under the Tax Increment Revenue Note.
"lVlarket Value" or "Market Valuation" means the market value of real property as
determined by the assessor of the County in accordance with Minnesota Statutes, Section 273.11
(or as [mally adjusted by any assessor, board of equalization, commissioner of revenue, or any
court).
"lVlinimum Improvements" means the Bluff Block Development and the Jackson Block
Devel~pment.
frOwner Upgrades" means any improvements or upgrades in materials used in the
construction of a housing unit selected by the purchaser of such housing unit from the list
attached hereto as Exhibit P. '
"Parking Lot" means the parking lot to be constructed by the City on King Avenue in
connection with the construction of the Minimum Improvements.
"Parking Lot Cost" means the cost of the Parking Lot as determined by the City based
on the awarded construction contract, third party engineering fees, contingencies and other
ordinary costs of constrUction. The amount of th'e Parking Lot Cost will not exceed $350,000
unless the City and the Developer have agreed in writing.
"Parking Lot Note" means the tax increment revenue note, in substantially the form
attached hereto as Exhibit F hereto to be issued by the City pursuant to the provisions of Section
5.9 hereof.
"Parking Lot Pledged Ta.:'C Increment" means, as of any Payment Date, 6% of the lesser
of the actual Available Tax Increment receiv.ed by the City since the last Payment Date based on
the lesser of the current actual Market Value of the Minimum Improvements as determined by
the County Assessor or the County Assessor's Market Value ofthe Minimum Improvements as
of the January 2 immediately following the Completion Date.
"Party" means the Developer or the City, as the context may require.
"Parties" means the Developer atld the City.
"Paym.ent Date" means each February 1 and August 1, commencing with the first
February 1 or August 1 occurring after the date of issuance ,of a certificate of completion for the
shell of the Bluff Block Development; provided, that if any such Payment Date should not be a
Business Day, the Payment Date shall be the next succeeding Business Day.
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"Persoll" means imy individual, corporation, partnership, joint venture, limited liability
company or partnership, association, trust, unincorporated organization, or government, or any
agency or political subdivision thereof.
"Placement Agent" means any underwriter or placement agent, cooperatively selected
by the City and the Developer, which assists the Developer in placing the Ta.."'( Increment
Revenue Note with a Lender.
"Pledged Ta.x Increment" means, as of any Payment Date, 89% of the actual Available
Ta.."'( Increment received by the City since the last PaYment Date based on the lesser of the current
actual Market Value of the Minimum Improvements as determined by the County Assessor or
the County Assessor's Market Value of the Minimum Impcovements as of the January 2
immediately following the Completion Date.
"Profit" means the amount by which Sales Proceeds exceed Total Development Costs of
the portion of the Development in which units are sold and not leased; provided that if the Profit
Determination Date is prior to the date of the Sale of the last unit to be sold the Developer shall
forecast Profit with respect to units which have not yet been sold based on projected Sales prices
of remaining units and in forecasting such Profits.
"Profit Determination Date" means the first day of the first month that is sixty (60) days
after both the Bluff Block Development and the Jackson Block Development are 80% leased
and/or sold or such earlier date as the City may require.
"Profit Statement" means the. profit analysis provided by the Developer pursuant to
Section 5.3 and to be attached as Exhibit M hereto in substantially the form and content as set
forth in Exhibit L hereto, prepared by a firm of certified public accountants reasonably
accep~able to the City calculating the Profit, which shall detail all actual sources and uses of
funds associated with the portion of the Development in which units are sold and not leased and
which shall specifically include a schedule showing any return of equity and distribution of
Profit to the Developer.
"Rate of Return" means (i) the annual "Cash Flow after Financing" for the first fiscal.
year commencing on or after the Cash Flow Determination Date as set forth in the Cash Flow.
Statement divided by (ii) the "Developer Equity" as set forth in the Sources and Uses Statement
with respect to the Jackson Block Commercial Project to the extent leased and not sold.
"Refunding Bonds" means any tax increment revenue bonds issued by the City
pursuant to Section 5.8 hereof.
"Reimbursement Amount" means the Reimbursement Amount as defined in Section
5.2(a).
"Relocation Costs and Expenses" means any and all relocation assistance, services,
benefits or payments made under 42 U.S.c. 9 4601, et. seq., 49 C.F.R. S 24.1 et. seq, and
Minnesota Statutes. Chapter 117.
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"SA C and H''A C' means the sewer- access charges and water access charges with respect-
to the Development Property in connection with the Minimum hnprovements.
"Sale" means any sale, direct or indirect, conveyance, assignment, transfer, exchange or
other disposition of all or a part of the Developer's interest in the units of the Bluff Block
Development, to any Person other than an Affiliate.
"Sale Proceeds!' means any and all consideration of any kind whatsoever, whether direct
- or indirect, that is received by the Developer (or any other party that is an Affiliate of the
Developer other than broker's commissions and marketing fees in the aggregate amount of 6% of
the Sale price for each unit of the Bluff Block Housing Project paid to the Condominium
Developer or an owner or member of the Condominium Developer) for, or in connection with,
the Sale of the units in the portion of 41e Development in which units are sold and not leased,
excluding any amounts paid with respect to Owner Upgrades and including without limitation,
the stated purchase prices, cash, notes, and any indebtedness assumed and/or to which the units
in such portion of the Development are then subject, reimbursement of prepaid expenses,
contracts for the Developer's service and the service of an Affiliate of the Developer and
noncustomary net prorations in favor of the Developer. Notwithstanding the foregoing, if the
sale of a unit in such portion of the Development is other than an arms-lengths sale to a third
party, at the option of the City, Sale Proceeds with respect to such sale shall mean the Fair
Market Value of the transferred property less all disposition expenses reasonably approved by
the City.
"Sources- and Uses Statement" means the statement provided by the Developer pursuant
to Section 5.3 and to be attached as Exhibit K hereto in substantially the form and content as set
forth in Exhibit I hereto, prepared by a firm of certified public accountants reasonably acceptable
to the City calculating the Total Development Costs and determining the final sources of
Funding, which shall detail all actual sources and uses of funds associated with each portion of
the Minimum hnprovements and calculate the amount of any Excess Funding.
"State" means the State of Minnesota.
"Targeted Return" means the Rate of Return of the Developer equal to 12% with respect
to the Jackson Block Commercial Project to the extent leased and not sold.
"Ta.;y; Increment" means that portion of the real property ta,-xes generated by the
Development Property and the Minimum hnprovements which is actually remitted and retained
by the City as tax increment under the TIP Act.
"Tax Increment District" means the tax increment district commonly referred to as the
Downtown Phase I Tax Increment Financing District No. 22, as the same is amended from time
to time.
"Ta.;y; Increment Revenue Note" or "Note" means the tax increment revenue note, in
substantially the form attached hereto as Exhibit E hereto to be issued by the City pursuant to the
provisions of Section 5.2 hereof.
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"TfLY; Increment Plan" means that certain Tax Increment Financing Plan, as ame:t;lded,
for the Ta.."'{ Increment District approved by the City Council.
'TfLY; 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.
"TIF Act" means Minnesota Statutes, Sections 469.174-469.1799, as amended, or any
successor statutes.
"Title Company" means a title company mutually acceptable to the City and the
Developer.
"Total Developllunt Costs" means the sum of the following costs set forth on Exhibits I,
J and K, and specifically excludes the Parking Lot Cost (as defined in Section 5.9):
(i) Construction Costs, excluding any costs attributable to Owner Upgrades;
(ii) Acquisition Costs;
(iii) Architectural, engineering, legal, accounting and other professional
services fees, including but not limited to those for surveying, appraisal, financial
advisory, market feasibility, environmental and geotechnical testing and correction, title,
marketing, management services costs, registered land survey costs and any other soft
costs of construction (but excluding any Developer's Overhead Costs);
(iv) Marketing costs, reasonable broker's commissions and ~arketing fees in
an aggregate amount up to 6% of Sale Proceeds, to the extent actually paid to a Person or
entity other than the Developer or an Affiliate of the Developer, usual and customary
closing costs and credits, including, but not limited to title charges, survey costs, escrow
charges, recording fees, transfer ta..xes and reasonable attorneys' fees, special assessments
required to be paid as a condition of Sale, and reasonable prorations in favor of the
purchasers for real estate taxes not ret due and payable, if any, and other soft costs of
Sales, excluding any costs attributable to Owner Upgrades;
(v) Developer's Overhead Costs and soft costs of operations;
(vi) Construction Loan interest;
(vii) Title and Construction Loan closing costs;
(viii) Construction supervision by third parties, provided that if performed by
the Developer or an Affiliate the amount thereof considered a Total Development Cost
shall not exceed (i) 10% of Total Development Costs with respect to the Bluff Block
Housing Project; (ii) 10% of Total Development Costs with respect to the BlutT Block
Commercial ProJect; (iii) 10% of Total Development Costs with respect to the Jackson
Block Housing Project and (iv) 10% of Total Development Costs with respect to the
Jackson Block Commercial Project;
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(ix) Payments to the Developer for the following: development fee not to
exceed the sum of (a) 5% of Total Development Costs with respect to the leased portion
of the Jackson Block Commercial Project, (b) 12% of development costs approved by the
Minnesota Housing Finance Agency with respect to the Jackson Block Housing Project,
market rate leasing commissions on the Jackson Block Housing Project and the Jackson
Block CommerCial Project and other similar fees, all of which shall be of a nature and
amount which is standard in the industry;
(x) Governmental fees, including park dedication, permit, license and utility
hook-up charges, SAC and WAC, to the extent not reduced or reimbursed;
(6) Ta..'{es and insurance premiums during the construction period, including special
assessments;
(7) Financing fees and financing interest during the construction period;
(8) .Amounts paid or payable to equity providers, other than Affiliates, regardless of
whether paid as interest, profit participation, preferred return, loan guaranty fees or otherwise.
"Unavoidable'Delays" means 4elays, outside the control of the party claiming its
occurrence, which delay the activities contemplated by this Agreement, and which are the direct
result of (a) unusually severe or prolonged bad weather, (b) acts of God, fire or other casualty to
the Minimum Improvements, (c) litigation commenced by third parties which, by injunction or.
other similar judicial action, directly results in delays, (d) acts of any federal, State or local
governmental unit which directly result in delays, (e) strikes, or other labor trouble, (f) delays in
delivery of materials for the Minimum hnprovements, (g) soil conditions of the Development
Property or (h) acts of war or terrorism, not eXIsting on the d~te hereof.
"U.S. Bank Parcel' means that portion of the Bluff Block Property to be acquired by the
Developer from U.S. Bank, National Association, which property is located at 632 Main Street,
Elk River, Sherburne County, Minnesota.
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ARTICLE II
REPRESENTATIONS AND WARRANTIES
Section 2.1 Representations and \Varranties of the City. The City makes th~
followmg representations and warranties:
(a) The City is a municipal corporation and political subdivision organized and
existing under the laws of the State of Minnesota with the authority to enter into this Agreement
and carry out Its obligations hereunder. .
(b) The City has taken all action necessary to create the Development District and the
Tax Increment District, to adopt and approve the Development Program and Tax Increment Plan,
to approve this Agreement, and to authorize the execution and delivery of this Agreement, and
any other documents or instruments required to be executed and delivered by the City pursuant
to this Agreement.
(c) The City has elected in the Tax Increment Plan to retain 100% qf the captured net
tax capacity of the Development Property to fmance permissible expenditures under the. Tax.
Increment Act, and has elected that the duration of the Tax Increment District will be the
maximum duration permitted by the Tax Increment Act.
(d) The execution, delivery and performance of this Agreement, and any other
documents or instruments required pursuant to this Agreement by the City does not, and
consummation of the transactions contemplated therein and the fulfillment of the terms thereof
will not, conflict with or constitute on the part of the City a breach of or default under any
existing (i) indenture, mortgage, deed of trust or other agreement or instrument to which the City
is a party or by which the. City or any of its property is or may be bound, or (ii) legislative act,
constitution or other proceeding establishing or relating to the establishment of the City or its
officers or its resolutions.
( e) There is not pending, nor to the best of the CitYs knowledge is there threatened,
any suit, action or proceeding against the City before any court, arbitrator, adrriinistrative agency
or other governmental authority that materially and adversely affects the validity of any of the
transactions contemplated hereby, the ability of the City to perform its obligationS hereunder, or
as contemplated hereby or thereby, or the validity or enforceability of tIris Agreement.
(f) No member of the City Council of the City or officer of the City, has either a
direct or indirect interest in tpis Agreement within the meaning of Minnesota Statutes, Sections
412.311, as amended, or any successor statute.
(g) . There are no purchase agreements or leases affecting the Jackson Block Property,
other than leases which shall be terminated prior to the conveyance of the Jackson Block
Property to the Developer, with any person other than the Developer, and the City will not enter
into any such agreements.
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(h) The City will cooperate fully with the Developer with respect to any litigation
commenced by third parties with respect to the activities contemplated by this Agreement.
Section 2.2 Representations and Warranties bv the Developer. The Develop~r
represents. and warrants that:
(a) The D.eveloper is a limited liability company organized and in good standing
under the laws of the State, is not in violation of any provisions of its organizational documents
or to the best of the Developer's knowledge the laws of said State, has the power and authority to
enter into this Agreement and has duly authorized the execution, delivery and performance of
this Agreement by proper action of its members.
(b) The Developer will construct the Minimum Improvements in accordance with the
terms of this Agreement, the Development Program and all local, State and federal laws and
regulations (including, but not limited to, environmental, zoning, energy conservation, building
code and public health laws and regulations), except for variances necessary to construct the
Minimum Improvements contemplated in the Construction Plans approved by the City. .
( c) The Developer will obtain, in a timely manner, all required permits, licenses and
approvals, and will meet, in a timely manner, all requirements of all applicable local, state, and
federal laws and regulations which must be obtained or met before the Minimum Improvements
may be lawfully constructed.
(d) The execution and delivery of this Agreement, the consummation of the
transactions contemplated hereby, and the fulfillinent of the terms and conditions hereof do not
and will not conflict with or result in a breach of any of the terms or conditions of the
Developer's organizational doc:uments, any restriction or any agreement or instrument to which
the Developer is now a party or by which it is bound or to which any property of the Developer
is subject, and do not and Will not constitute a default under any of the foregoing. To the best of
the Developer's knowledge, the execution and delivery of this Agreement, the consummation of
the transactions' contemplated thereby, and the fulfillment of the terms and conditions thereof do
not and will not result in a violation of any order, decree, statute, rule or regulation of any court
or of any state or federal regulatory body having jurisdiction over Developer or its properties,
including its interest in the Development, and do not and will not result in the creation or
imposition of any lien, charge or encumbrance. of any nature upon any of the property or assets
of Developer contrary to the terms of any instrument or agreement to which Developer is a party
or by which it is .bound.
( e) The execution and delivery of this Agreement will not create a conflict of interest
'prohibited by Minnesota Statutes, Section 412.311, as amended, or any successor statUte.
(f) The Developer would not construct the Minin1um Improvements but for the
execution of tIns ~greement and the ta.'<. increment financing assistance made available
hereunder.
(g) The Developer willfully cooperate with the City with respect to any litigation
commenced by third parties with respect to the activities contemplated by this Agreement.
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(h) There are no pending or threatened legal proceedings, of which the Developer has
notice, contemplating the liquidation or dissolution of the Developer or threatening its existence,
or seeking to restrain or enjoin the transactions contemplated by the Agreement, or questioning
the authority of the Developer to execute and deliver this Agreement or the validity of this
Agreement. .
(i) The Developer has not received any notice from any local, State or federal official
that the activities of the Developer or the City with respect to the Development Property mayor
will be in violation of any environmental law or regulation. The Developer is not aware of any
State or federal claim filed or planned to be filed by any party relating to any violation of any
local, State or federal environmental law, regulation or review procedure, and the Developer is
not aware of any violation of any local, State or federal law, regulation or review procedure
which would give any person a valid claim under any state or federal environmental statute.
G) The Developer reasonably expects on the date of execution ofthis Agreement that
it will be able to obtain financing commitments to fmance construction of the Minimum
Improvements which, together with financing provided by the City pursuant to this Agreement,
will be sufficient to enable the Developer to successfully complete the Minimum Improvements
in conformance with the Constmction Plans.
(k) The Developer will cooperate fully with the City in the resolution of any traffic,
parking, trash removal or public safety problems which may arise in connection with the
construction and operation of the Minimum Improvements.
.(1) The Developer expects that, barring Unavoidable Delays, the Minimum
Improvements will begin and be substantially completed on the dates set forth on Exhibit H to
this Agreement. .
(m) The Developer agrees to provide the City with copies of all purchase agreements,
cancelled checks, appraisals and any other information requested by the City relating to the
acquisition of the Development Property.
(n) The Developer represents that the estimated Market Values, Constmction Costs,
Acquisition Costs, projected Sales prices, Sales Proceeds, Development Costs and other
information set forth in the attached Exhibits I, L and N reflect the reasonable expectations of the
Developer.
(0) The Developer represents that it would not have been feasible to redevelop the
Bluff Block Property and construct the Bluff Block De.velopment if the Jackson Block
Development had not been part of the same redevelopment project.
(P) The Developer has made its own projections of Tax Increment to be generated
from the Development and the Developer. has not relied on any assumptions, calculations,
determinations or conclusions made by the City, its governing body members, officers or agents,
including the independent contractors, consultants and legal counsel, servants and employees
thereof, with respect to the foregoing.
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ARTICLE ITI
CONVEYANCE OF JACKSON BLOCK pROPERTY
Section 3.1 Purchase and Sale of Jackson Block Property.
(a) The City shall endeavor to obtain clear, marketable title to the Jackson Block
Property by:
(i) Obtaining quit claim deeds from any individuals or other entities having
an interest in the Jackson Block Property; and
(ii) Vacating, . pursuant to the procedures set forth in Minnesota law, any
public interest or other rights in the Jackson Block Property.'
(b). To the extent the City is unable to obtain clear title to all of the Jackson Block
Property through negotiation with interested parties of record within 90 days of the date of this
Agreement, the City agrees to endeavor to acquire clear title to the Jackson Block Property
through the exercise of its powers of eminent domain, including the use of quick take, pursuant
to Minnesota law.
(c) The Developer acknowledges that the City does not warrant the successful
conclusion of any eminent domain action or vacation procedures or the accomplishment of any
particular result or timetable because of the many variables inherent in any litigation or legal
proceeding. The City shall not be liable to any party for any consequential or other damages that
may arise out of any delays due to eminent domain actions, vacation procedures, environmental
conditions, court challenges or elements outside the control of the City.
(d) If the City is not successful in acquiring clear title to the Jackson Block Pr,operty
through eminent domain and vacation proceedings,. the Developer may elect to terminate this
Agreement in its entirety or only as it relates to the Jackson Block Property. If the Developer
elects to terminate this Agreement as it relates only to the Jackson Block Property, the Developer
and City will proceed with the transactions contemplated by this Agreement related to the Bluff
Block Property and all costs incurred by the Developer related to the development ofthe Jackson
Block Property will be included in Total Development Costs for purposes of the analysis
required by Section 5.3.
( e) If the City is successful in acquiring clear title to the Jackson Block Property, the
City shall (i) promptly vacate any public interests and rights in the Jackson Block Property
pursuant to the procedures set forth in Minnesota law and (ii) notify the Developer of the date it
has acquired clear title to, and completed the vacation of any public rights or interest in, 'all of the
Jackson Block Property (the "Effective Date"). Subject to'the terms of this Agreement, the City
agrees to sell to the Developer, and beveloper agrees to buy from the City, the Jackson Block
Property. The City and the Developer agree that the Closing on the purchase and' sale of the
Jackson Block Property shall occur on the Closing Date in accordance with the further provisions
of this Article III.
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Section 3.2 As Is Convevance. In recognition of the significant economic
'Contributions which the City will make to redevelop the Jackson Block Property, the Developer
shall take the conveyance of the Jackson Block Property on an "AS IS" "WHERE IS" basis, with
all faults and defects, without any warranties, express or implied, including as to title, and the
Developer waives any claims .against the City and 'its respective members and officers, for
indemnification, contriblltion, reimbursement or other payments arising under federal and state
law and the common law relating to environmental or any other condition of the r ackson Block
Property: The City has no obligation to provide evidence of title except as set forth in Section
3.3; provided, however, upon request the City will deliver to the Developer a copy of any title
commitment and related documentsit,has obtained with respect to the Jackson Block Property.
Without any investigation or review, the City has no knowledge qf any use of the Jackson Block
Property for hazardous waste purposes, of any hazardous wastes on the Jackson Block Property
or of any underground storage tanks.
Section 3.3 Title Review Process.
(a) The Developer will direct a title insurance company of its choice (the "Title
. Company") to prepare and deliver to the Developer within a reasonable time after the Effective
Date the following items (collectively the "Title Documents"): (i) a commitment for title
insurance ("Title Commitment") that sets forth the state of the title of the J ackso:q. Block
Property, and (ii) legible copies of all exceptions to title disclosed in the Title Commitment. The
, Title Commitment should be dated to b'e effective no earlier than the Effective Date, issued in
favor of Developer and .set forth the state of title to the Jackson Block Property and all
exceptions to coverage that would appear in an ALTA Form 1970 owner's policy of title
insurance. The Developer will also cause the Title Company to issue an updated title
commitment dated not more than five (5) days before a Closing on the Jackson Block Property
("Updated Title Commitment").
(b) Before the Closing Date, the'Developer will provide written notice to the City of
,any exception to title or other matter shown on the Title Commitment or Updated Title
Commitment to which the Developer objects (the "Objections"). The exceptions to title or other
matters shown on the Title Commitrrient or Updated Title Commitment that are not Objections,
together with general real estate taxes for the year of Closing and subsequent years that are not
yet due and payable, are referred to as "Permitted Exceptions." The Developer may not object to
matters contained in the Updated Title Commitment that were previously accepted in the Title
Commitment. If the Developer fails to notify the City in writing of the Objections prior to the
Closing Date, title will be qeemed accepted subject to the conditions set forth in the last issued
. Title Commitment or Updated Title Commitment (as the case may be), but not subject to any
Objections previously m,ade.
(c) The City will have a period of fifteen (15) days after receipt of written notice
from the Developer (or'within five (5) days with respect to the Updated Title Commitment) (the
"Cure Period") to provide a cure (or arrange a cure) that is reasonably acceptable to the
Developer for the Objections. The City and the Developer agree that if the expiration of the
Cure Period occurs after a scheduled Closing Date, a Closing will automatically be extended
until two (2) days after the expiration of the Cure Period. The City covenants and agrees that
prior to or at Closing it will discharge all liens, mortgages, contraCt for deeds, other
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encumbrances against the Jackson Block Property that secure any obligation of the City and any
claims filed by contractors, suppliers or workers for' work performed by such claimants at the
request of or through the City (it being understood that these matters are automatically
Objections, even if the Developer has not made a specific written Objection). If the City is
unable or unwilling to .provide a cure (or arrange a cure) that is reasonably acceptable to the
Developer for any Objection within the Cure Period, the Developer may, within ten (10) days
after the expiration of the Cure Period, either: (i) terminate this Agreement; (ii) maintain this
Agreement in effect and proceed to cure the Objections and the cost bf curing the Objections will
be considered Total Development Costs; or (iii) maintain this Agreement in effect without
acquiring the Jackson Block Property. If the Developer fails to notify the City of such election
within the prescribed 10 day period, titie will be deemed accepted subj ect to the conditions set
forth in the last issued Title Commitment or Updated Title Commitment (as the case may be),
including conditions to which Objections were previously made, and the City and the Developer
shall proceed to a Closing on the purchase and sale of the Jackson Block Property in accordance
with the further provisi9ns of this Article m.
(d) If1h.e City proceeds to acquire the Bluff Block Property as provided.in Section 3.5
of this Agreement, review of title to the Bluff Block Property will be undertaken through the
same process as set forth in this Section 3.3.
Section 3.4 Purchase Price. The purchase price to b~ paid by Developer to the City
for the Jackson Block Property shall be an amount equal to $1.00. Its fair market value is
$500,000; provided that if the fair market value ofllie Jackson Block Property as determined by
the independent appraiser selected by the Construction Lender is an amount other than $500,000,
the Parties agree the fair market value shall be the value determined by such appraiser. The
purchase price shall be paid in cash on the Closing Date. The Developer shall assume or pay all
ta."{es, special assessments and similar governmental impacts due and payable in the year of
Closing.and all future years.
Section 3.5 Acquisition of the Bluff Block Property.
(a) As set forth in Section 3.6, the City's obligation to close on the sale of the Jackson
Block Property is conditioned, among other things, upon Developer having fee title to all of the
Bluff Block Property. If the Developer shall have delivered to the City evidence acceptable to
the City that the Developer has fee title to two of the three parcels which comprise the Bluff
Block Property, and that the Developer has exhausted all reasonable. efforts to negotiate the
purchase of the final parcel of the Bluff Block Property, including good faith efforts to reach an.
agreement regarding the purchase with the assistance of a neutral third party mediator, the City
agrees to. consider in its discretion the acquisition of the Bluff B.lock Property through the
exercise of its powers of eminent domain, including the use of quick take, pursuant to Minnesota
law. The Developer agrees to pay or reimburse the City for all. City Acquisition Costs and
Relocation Costs and Expenses in connection with the acquisition of the Bluff Block Property.
The City will not commence eminent domain proceedings until the City has received the
following:
(i)
a $50,000 cash deposit from the Developer (the "Initial Deposit");
. .
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(ii) a pro forma budget for the Minimum Improvements showing all sources
and uses of funds and a timetable, acceptable to the City, for the construction of the
Minimum Improvements;
(iii) letters of intent, commitment proposals or other evidence reasonably
satisfactory to the City, from financi~l institutions, subject to customary contingencies, to
provide financing for the Minimum Improvements.
(b) Within 30 days after the City receives the items required~in paragraph (a) above,
the City may 'in its discretion file condetnnation proceedings for the final parcel of the Bluff
Block Property with the District Cout!:o The Developer acknowledges and agrees that the City
will not proceed with the eminent domain proceedings past the point at which the City is
pe:rInitted to deposit the appraised value of the final parcel of the Bluff Block Property with, the
court unless the City has received from the Developer cash in an amount equal to the City's
estimate of the total acquisition costs of the final parcel of the Bluff Block Property less the
amount of the Initial Deposit (the "Developer's Deposit").
(c) The Developer acknowledges that the City does not warrant the successful
conclusion of any eminent domain action or quick take procedures or the accomplishment of any
particular result or timetable because of the many variables inherent in any litigation or legal
proceeding. The City shall not be liable to any party for any consequential or other damages that
may arise out of any delays due to eminent domain proceedings, vacation proceedings,
environmental conditions, court challenges or elements outside the control of the City.
(d) If the City elects to exercise its power of eminent domain and is not successful in
acquiring title to the fmal parcel of the Bluff Block Property through eminent domain
proceedings, this Agreement shall terminate and the City shall deduct from the Devdoper's
Deposit all out-of-pocket costs and City Acq~isition Costs and Relocation Costs and Expenses
incurred by the City in connection with the eminent domain proceedings, including reasonable
attorneys' fees, and the balance of the Developer's Deposit shall be returned to the Developer;
provided that if the eminent domain proceedings are concluded unsuccessfully prior to the
Developer's Deposit being made, and the out-of-pocket costs and reasonable attorneys' fees and
City Acquisition Costs and'Relocation Costs and Expenses incurred by the City in connection
with the attempted acquisition of the fmal parceL of the Bluff Block Property exceed the Initial
Deposit, the Developer shall pay the City the difference between the Initial Deposit and the costs
incurred by the City. If the out-of-pocket costs and City Acquisition Costs and Relocation Costs
and Expenses incurred by the City in connection with the attempted acquisition of the fmal
parcel of the Bluff Block Property are less than the Initial Deposit, the City shall refund the,
balance of the Initial Deposit to the Developer.
(e) lithe City is successful in acquiring fee title to the fmal parcel of the Bluff Block
Property, the City shall notify the Developer of the date it has acquired fee title to the final parcel
oftheBluff Block Property (the ','Effective Date"). Subject to the terms of this Agreement, the'
City agrees to sell to the Developer, and Developer agrees to buy from the <;:'ity, the final parcel
of the Bluff Block Property. The purchase price for the Bluff Block Property shall be equal to
the City Acquisition Costs anp: the Relocation Costs and Expenses. The City and the Developer
agree that the closing on the purchase and sale of the final parcel of the Bluff Block Property
I 674205v9
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shall occur simultaneously with the Closing on the Jackson Block Property in accordance with
the further provisions of this Article ill or, if this Agreement has been terminated as it relates to
the Jackson Block Property as provided in Section 3.1 (d), upon satisfaction of the conditions to
conveyance of the Bluff Block Property only.
(f) The City shall have the sole and exclusive discretion to settle or not settle any
condemnation proceeding including, but not limited to, the payment for City Acquisition Costs
and Relocation Costs and Expenses; provided, that the City will cons,ult with the Developer
before entering into any settlement agreement related to the acquisition of the Bluff Block
Property.
Section 3.6 Continl!encies to Closinl! on Jackson Block PropertY.
(a) Developer's Contingencies. Developer's obligation to close on the purchase of the
Jackson Block Property is expressly conditioned upon the City having performed all of the
obligations required to be performed by the City under this Agreement as of the Closing Date,
including but not limited to, delivery of all of the City's Documents described.in Section 3.7(b)
hereof. In addition, the Developer~s' obligation to close on the purchase of the Jackson Block
Property is conditioned on the satisfaction, or V{aiver by the Developer, of all of the following
conditions precedent:
(i) The Developer shall have reviewed and approved. title to' the Jackson
Block Property as 4escribed in. Section 3.3;
(ii) The Developer shall have secured finanCing acceptable to the Developer
for the acquisition and construction of the Minimum Improvements;
(iii) The Developer shall have satisfied itself that the environmental and soils
conditions on the Development Property are acceptable to the Developer for its intended
p~o~;~ . .
(iv) The Developer shall have obtained all governmental and other approvals
that must be obtained to authorize the construction and operation of the Minimum
Improvements.
(b) City's Contingencies. The City's obligation to close on the sale of the Jackson
Block Property is expressly conditioned upon each of the followmg contingencies being satisfied
or waived;
(i) The Developer shall have delivered to the City a pro forma budget for the
Minimum Improvements showing all sources and uses of funds and a timetable,
acceptable to the City for the construction ofthe Minimum Improvements;
(ii) The Developer shall have satisfied any contingencies of the Construction
Lender to providing the ConstrUction Loan for the Minimum Improvements;
(iii) The Developer shall have delivered to the City evidence acceptable to the
City that the Developer and/or the City has fee title to all of the Bluff Block Property;
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(iv) In accordance with Section 4.1, the Developer shall have submitted the
Construction Plans for the Minimum Improvements to the City, and the City shall have
approved the same.
(v) Developer shall have performed all of the obligations required. to be
performed by Developer under this. Agreement as of the Closing Date.
(vi) The Developer shall have delivered to the City evidence of presales of the
- units of the Bluff Block Housing Project in the amount required by the Construction
Lender. .
(vii) The Developer shall have delivered to the City all of the Developer's
Documents described in Section 3.7(c).
(viii) The Developer shall have paid the Parking Lot Cost to the City or
deposited the Parking Lot Cost into escrow pursuant to an escrow agreement executed by
the City, the Developer and an escrow agent providing the terms of disbursement of the
escrowed funds to pay the costs of constructing the Parking Lot and related costs;
provid.ed, the Developer shall pay any costs of establishing the escrow account and any
escrow fees; and
(ix) The Parking Lot shall have been substantially completed and be available
for use as a parking facility..
( c) City's and Deveioper's Options. In the event that any of the foregoing
continge~cies. fail to be satisfied on or before the Closing Date, the Developer or the City, as the
case may be, may:
(i) terminate this Agreement; or
(ii) .waive such failure and proceed to close.
Section 3.7 Closin2'._
(a). Time and Place. Subject to the terms and conditions of this Agreement, the
Closing. on the purchase and sale of the Jackson Block Property shall take place on the Closing
Date and shall. take place at such place which is mutually acceptable to the Parties. The City
shall deliver possession of the Jackson Block Property on the Closing Date.
-
(b) City's Documents. At the Closing, the City shall execute, where appropriate, aI?-d
deliver all of the following City's Documents: .
(i) The Deed properly executed on behalf of the City and in recordable form
.conveying the Jackson Block Property to the Developer free and clear of all
.encumbrances except those accepted by the Developer.
(ii) The most current abstracts of title, if any; in the City's possessio~ to any
portion of the Jackson Block Property which are abstract property, and any oWIier's
1 674205v9
20
duplicate certificate of title in the City's possession to any portion thereof which is
registered property.
(iii) A non-foreign affidavit prope~ly containing such information as is
required by Internal Revenue Code Section 1445(b)(2) and the regulations promulgated
pursuant thereto.
(iv) An affidavit of the City-indicating on the Closing Date that there are no
outstanding, unsatisfied judgments, tax liens or bankruptcies against or involving the City
or the Jackson Block Property; that there has been no skill, labor or material furnished to .
the Jackson Block Property for which payment has not been made or for which.
mechani~'s liens could be filed; and that there are no other unrecorded interests in the
Jackson Block Property.
(v) S.uch affidavits or other documents as may be reasonably required by the
Developer's title insurance company in order to record the Deed and to issue a title
insurance policy acceptable to the Developer as provided in Section 3.3.
(c) Developer's Documents. At the Closing, the Developer shall execute, where
appropriate, and deliver all of the foll~wing Developer's Documents:
(i) The Developer shall have delivered to the City any Phase I environmental
report for the. Development Property required by the Construction Lender.
(ii). The City shall be satisfied that the Developer has obtained the
Construction Loan for the Minimum Improvements in an amount sufficient, together with
eq~ty commitments, to complete the Minimum Improvements in conformance with the
Construction Plans.
(iii) Proof of insuranc.e required pursuant to this Agreement.
(iv) To the extent required and obtainable as of the Closing Date,
environmental clearances, subdivision approvals, permits, . and. any other required
governmental approvals for the Minimum Improvements.
(v) An affidavit of Developer indicating on the Closing Date that there are no
outstanding, unsatisfied judgments, ta'{ liens or bankruptcies against or involving the
Developer or the Bluff Block Property; that there has been no skill, labor or material
furnished to the Bluff Block Property for which payment has not been made or for which
mechanic's liens could be filed; and that there are no other unrecorded interests in the
Bluff Block Property.
(vi) Funds sufficient for payment by the Developer at Closing of the recording
charges or fees for all documents which are to be placed on record, the fee or charge
imposed by any closing agent" designated by the Title Company, and any other incidental
or related closing costs.
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(vii) A certificate ef geed standing fer Develeper frem the Secretary ef State ef
the State.
Section 3.8 Closin~ Costs. To. the extent not already paid. the Develeper shall, en the
Clesing Date, pay. ameng ether things specified to. be paid in this Agreement, all fees and
expenses ef third parties related to. the Closing. including any and all taxes and filing fee's, title
issu.aD.ce cemmitments and all eut efpecket fees and expenses efthe Cityin'cennectien with the
preparatien of this Agreement and any purchase agreements with respect to. the Jackson Bleck.
. Preperty, the establishment efthe Tax Increment District and any ether eut ofpecket cests efthe .
City, including related engineering cests. The Develeper shall net be ebligated to. pay fer City .
administrative er staff cests.
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ARTICLE IV
CONSTRUCTION OF lVllNIMUM IMPROVRMENTS
Section 4.1 Construction Plans.
(a) Prior to the comniencement of construction of the Minimum Improvements, the
Developer will deliver to the City CoUncil the Construction Plans, a parking plan for the
construction staging period and the post construction period (the "Parking Plans") and a sworn
construction ~ost statement certified by the Developer and the general contractor (the. ';Sworn
Construction Cost Statement"). The Construction Plans and the Sworn Construction Cost
Statementwi~l exclude matters relating to the build out of individual commercial space and the
build out of indiVidual for sale units in the Bluff Block Housing Project. Within thirty (30) days
after . receipt of the Construction Pl~, the Parking Plans and the Sworn Construction Cost
Statement the City Council shall review the Construction Plans and the Parking Plans and deliver
to the Developer a written statement approving the Construction Plans and the Parking Plans .or a
written. statement rejecting the Construction Plans and specifying th.e deficiencies in. the
Construction . Plans and the Parking Plans. The City Council shall. approve the Construction
Plans if: (i) the Construction PI~s substantially conform to the terms and conditions of this
Agreement; (ii) the Construction Plans are consistent with the goals and objectives of the
Developmerit Program; and (iii) the Construction Plans do not violate any applicable federal,
State or local Jaws, ordinances, rules or regulations except as set forth in approved variances
(provided; however, that a finding of no such violations does not necessarily constitute a finding
that the 'Construction Plans meet all requirements of such federal, State or local laws, orginances,
rules or regulations). lfthe Construction Plans and/or the Parking Plans are not approved by the
City Council, then the Developer shall make such changes as the City Council may reasonably
require and resubmit the Construction Plans and/or the Parking Plans to the City Council for
approval. . .
(b) The approval of Construction Plans, or any proposed amendment to the
Construction Plans, by the City Council for purposes of this Agreement does not constitute a
C representation or warranty by the City that any of the Construction Plans or the Minimum
Improvements .comply with any applicable building code, health or safety regulation, zoning
regulation, environmental law or other law or regulation, or that the Minimum Improvements
will meet the qualifications for issuance of a certificate of occupancy, or that the Minimum
Improvements will meet the requirements of the Developer or any other users of the Minimum
Improvements. Approval of the Constructi~nPlans, or any proposed amendment to any offue
Construction Plans, by the City.will not constitute a waiver of an Event of Default. Nothing in
this Development Agreement shall be construed to relieve the Developer of its obligations to
recei"e approval of the Construction Plans from any City department.
Section 4.2 Construction of Minimum Improvements. Subject to the terms and
conditions of this Agreement, the Developer agrees to construct the Minimum Improvements on
the Development Property in substantial conformance with the approved Construction Plans for
the Minimum Improvements. No changes sliall be made to the Construction Plans for any of the
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Minimum Improvements without the City's prior written approval unless such changes do not
alter the total amount set forth in the Sworn Construction Cost Statement for such Phase
delivered pursuant to Section 4.1 hereof by a decrease of more than five (5) percent. In no event
may any changes affect the quality, exterior design or materials included in the Construction
Plans unless such changes are approvecJ. by City. The. City agrees that its approval will not be
unreasonably withheld or delayed.
Section 4.3 Commencement and Completion of Construction.
(a) Subject to the terms and conditions of this Agreement and to Unavoidable Delays,
the Developer will cQrnmence construction of each project ofthe Minimum lmprovements by the
dates set forth on Exhibit H and will cause each project of the Minimum Improvements to be
substantially completed not later than the dates set forth on Exhibit H.
(b) Prior to .commencement of construction of the Jackson Block Development:
(i) the Developer shall have delivered to the City evidence acceptable to the
City that the Developer has fee title to all of the Bluff Block Property;
(ii) the Developer shall have entered into a demolition contract for all existing
improvements on the Bluff Block Property and, other than the building on the U.S. Bank
Parcel, will have demolished any existing improvements and completed any necessary
environmental remediation with respect to such improvements;
(iii) the Developer shall have closed on the Construction Loan for the Bluff
Block Development;
(iv) the Developer shall have entered into a construction contract for
construction of the Bluff Block Development;
(v) the Developer shall have paid the Parking Lot Cost to the City or
deposited the Parking Lot Costinto escrow pursuant to an escrow agreement executed by
the City; the Developer and an escrow agent providing the terms of disbursement of the
escrowed funds to pay the costs of constructing. the Parking Lot and related costs;
provided, the Developer shall pay any costs of est~blishing the escrow account and any
escrow fees; and
(vi) tile Parking Lot shall have been substantially completed and be available'
for use as a parking facility:
(c). The Developer shall demolish the building on the U.S. Bank Parcel and
commence construction of the Bluff Block Development within 60 days of U.S. Bank, National
Association vacating the U.S. Bank Parcel.
(d) The Minimum Improvements will be constructed by the Developer on the
Development Property in substantial conformity with the Construction Plans approved by the
City. Prior to delivery of the Certificate of Completion referred to in Section 4.7 hereof, upon
the. request of the City, the Developer will provide the City reasortable access to the
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Development Property. "Reason,able access" means at least one site inspection per week during
regular business hours. During construction, marketing, leasing and sales of the Minimum
hnprovements, the Developer will deliver quarterly progress reports to the City.
(e) If the Parking Lot Cost is deposited with the City, the City shall provide an
accounting of the Parking Lot Cost and return any amount deposited by the Developer in excess
ofthe a~tual Parking Lot Cost within 60 days of payment of the Parking Lot Cost.
Section 4.4 Effect of Delav. The Developer acknowledges that if construction of any
of the Minimum hnprovements is delayed or 110t completed, the effect of such delay or failure to
complete maybe to reduce amount of Pledged Tax Increment, and there will be no compensation
by the City to Developer or any other party for any reduction in.the amount available to pay the
Tax Increment Revenue Note.
Section 4.5 Compliance with Environmental Requirements. The. Developer shall
comply with all applicable local, State, and federal environmental laws and regulations, and will
obtain, and maintain compliance under, any and all necessary environmental permits, licenses,
approvals or reviews.. As of the date of this Agreement, the Developer has received no notice or
communication from any local, State, or federal official that the activities of the Developer or the
City under this Agreement may be or will be in violation of any environmental law or regulation.
Section 4.6 Additional Responsibilities of the Developer.
(a) The Developer will construct and, until the responsibility is assumed by a
condominium association. pursuant to the Minnesota Common Interest Own,ership Act with
respect to the Bluff Block Development, operate and maintain, or cause to be operated and
maintained, the Minimum hnprovements substantially in accordance with the terms of this
Agreement, the Development Program and all local, State, and Federal laws and regulations
(including, but not limited to zoning, building code, public health laws and regulations, except
for variances. necessary to construct the Minimum hnprovements contemplated in the
Construction Plans approved by the City.. .
(b) The Developer will obtain, in a timely manner, all required permits, licenses, and
approvals, and will meet, in a timely manner, all requirements of all applicable local, State, and
federal laws and regulations which must be obtained or met before the Minimum hnprovements
may be lawfully constructed. The City makes no representations or warranties that all permitl? or
licenses that may he required by state and federal entities, ather than the City, have been or will
be approved.
(c) The Developer will not construct any building or other. structures on, over, or
within the boundary lines of any"public utility easement unless such construction is provided for
in such easement or has been approved by the utility involved.
(d) The Developer, at its own expense, will replace any public facilities and public
utilities damaged during the conStruction of the Minimum hnprovements, in accordance with the
tedmical specifications, standards and practices of the owner thereof.
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(e) The Developer will comply with all applicable local, state and federal
environmental laws and regulations, as they relate to the Minimum Improvements.
Section 4.7 Certificate of Completion. The Developer shall notify the City when the
construction of all of the Minimum Improvements has been completed. The City shall, within 14
days after such notification, inspect the Minimum Improvements in order to determine whether
the Minimum Improvements have been constructed in. substantial conformity with the
corresponding approved Construct~on Plans. . If the City determines that the Minimum
Improvements have not been constructed in substantial conformity wIth the approved
Construction Plans, the City shall, within. 28 days after the Developer's notification of
completion of construction, deliver a written statement to the Developer indicating in adequate
detail the specific respects in which the Minimum Improvements have not been constructed in
substantial conformity with the approved Construction Plans and the Developer shall promptly .
remedy such deficiencies. If the City determines that the Minimum Improvements have been
constructed in substantial conformity with the applicable approved Construction Plans, the City
shall furnish to the Developer a Certificate of Completion in the form attached hereto as Exhibit
D certifying the completion of the Minimum Improvements. .The Certificate of Completion
issued. for the Minimum Improvements shall conclusively satisfy and terminate the agreements
and' covenants of the Developer in the Deed to construct the Minimum. Improvements. The
Developer may cause .the Certificate of Completion to be recorded in the proper office for
recordation of deeds and other instruments pertaining to' the Development Property.
, If requested by the Developer, 'the City will issue Certificates of Completion for each
separate component or phase of the Minimum Improvements upon completion of such
co~ponent or phase. Also, the City will issue a Certificate of Completion and, if necessary in
connection with any mortgage financing, a letter to the applicable mortgage lender regarding the
applicability of the terms of this Agreement, for each unit of the Bluff Block Housing Project at
the time of closing on the sale of such unit to an individual purchaser of the unit.
The issuance of a Certificate of Completion shall not be construed to relieve the
Developer of any approval required by any City department in connection with the construction,
completion or occupancy of any of the Minimum Improvements.
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ARTICLE V
T A.,X INCREMENT ASSISTANCE; DEVELOPER P A ~1VIENTS
Section 5.1 Creation of Tax Increment District and Amendment . of Tax
Increment Financine Plan. The City has taken all. necessary actions to create and establish the
Tax Increment District. The Developer shall pay to the City, upon execution of this Agreement,
all out of pocket costs and expenses of the City, including fees of Briggs and Morgan,
Professional Association and Ehlers & Associates, incurred in connection with this Agre~ment
and the creation of ' the Ta'\. Increment District to the extent those' fees exceed the payments
previously made by the Develo.per.
Section 5.2 Issuance of Tax Increment Revenue Note.
(a) . The City shall reimburse the Developer for the Eligible Costs actually incurred
'and paid by the Developer in an amount up to the Reimbursement AmoUnt. (as defined below)
through the issuanceofthe City's Ta'\. Increment Revenue Note in substantially.the form a~ached
to this Agreement as Exhibit E, 'subject to the following conditions: .
(i) The Note shall be dated, issued and delivered when requested by the
Developer but not prior to the Closing on the Jackson Block Property and the closing on
the Construction Loan for the Bluff Block Development. The principal amount is
currently estimated .tobe $3,093,563, but the actual principal amount of the Tax
Increment Revenue Note shall be determined at the time the Tax Increment Revenue'
Note is issued b~ed on the gap in Funding determined acco'rding to - the updated
estimated sources and uses statement delivered by.the Developer at the time issuance of
the Tax Increment Revenue Note is requested and to be attached as Exhibit J hereto (the
"Reimbursement Amount"). The principal amount may be reduced as provided in
Section 5.3. The City makes no assurances that the Pledged Tax Increment will be
sufficient to pay the entire principal of and interest on the Tax Increment Revenue Note.
(ii) No interest shall accrue on the principal amount of the Tax Increment
Revenue Note prior to the date the Developer has proved to the City that it has incurred
and paid Eligible Costs in an amount equal to the Reimbursement Amount. The unpaid
principal amount of the Tax Increment Revenue Note shall bear simple non~
compounding interest from the date the Developer has proved to the City that it has
_ incurred and paid Eligible Costs in an amount equal to the Reimbursement Amount,. at
6.50% per annum. Interest shall be computed on the basis of a 360 day year consisting of
twelve (12) 3D-day months.
(iii) The,prii1cipal amount of the Note and the interest thereon shall be payable
solely from the Pledged Tax Increment which is hereby pledged to the payment of the
Tax Increment Revenue Note.
(iv) On each Payment Date and subject to the provisions of the Tax Increment
Revenue Note, the City shall pay, agamst the principal and interest outstanding on the
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Tax Increment Revenue Note, the amount of the Pledged Tax !J:lcrement received by the
City during the preceding 6 months. All such payments shall be applied first to accrued
interest and then to reduce the principal of the Note..
(v) The Tax Increment Revenue Note shall be aspecial and limited obligation
of the City and not a general obligation of the City, and only Pledged Ta'( Increment shall
be used to pay the principal and interest on the Tax Increment Revenue Note. If, on any
Payment Date, the Pledged Ta'( Increment fQr the payment of the accrued and unpaid
interest on the Ta'( Increment Revenue Note is insufficient for such purposes, the
difference shall be carried forward, without interest accruing thereon, and shall be paid if
. and to the extent that on a future Payment Date there is Pl'edged Tax Increment in excess
. . .
of the amounts needed to pay the accrued interest then due on the Tax Increment
Revenue Note.
. (vi) The City's obligation to make payments on the Tax Increment Revenue
Note on any Payment Date' or any date thereafter shall be conditioned upon the
requirement that (A) there shall not at that time be an Event of Default that has occurred
and is continuing under this .Agreement and (B) this Agreement shall not have been
rescinded pursuant to Section 9 A( c).
(vii) The Tax Increment Revenue Note shall be governed by arid payable
pursuant to the additional terms thereof, as set forth in Exhibit E. In the event of any
conflict between the terms of the Tax Increment Revenue Note and the terms of this
Agreement, the terms of this Agreement shall govern. The issuance of the Tax Increment
Revenue Note pursuant and subject to the terms of this Agreement, and the taking by the
City of such additional actions as bond counsel for the Tax Increment Revenue Note may
require in connection therewith, are hereby authorized and approved by the City. .
(b) The Developeruilderstands that the Ta'( Increment Revenue Note will not be
registered or otherwise qualified for'sale under the securities laws and regulations of the State or
under the Fed€ral securities laws or regulations, the Tax Increment Revenue Note will not be
listed on any stock or other securities exchange, and the TaX Increment Revenue Note will not
carry a rating from any rating service.
(c) Any assignment by the Developer of the Tax Increment Revenue Note must be to
a single entityan.d must be approved in writing by the City. The City acknowledges that the
Developer may, after the Profit Determination Date and the Cash Flow Determination Date,
assign -the Tax'Increment Revenue Note to a Lender, or a Placement Agent, acting as the. servicer
of any Lender, or assign participations in the Tax Increment Revenue Note to multiple parties
(the "Participants") with one primary Noteholder and the Developer acknowledges that the City
will require, as a condition of its consent to the assignment to any Lender, Placement Agent or
Participant, that such Lender and each Participant be a "qualified financial institution" within the -
meaning of the regulations promulgated under the Securities Act of 1933, as amended, and
deliver a letter of investment intent in a form satisfactory to the City or that such Placement
Agent represent that it will not sell or grant participation in the Tax Increment Revenue Note in
amounts less than .$100,000 or to anY' entity that is not a "qualified financial institution" or
without obtaining a letter of investment intent in a form satisfactory to the: Ci_ty. Any offering
1 674205v9
28
material prepared by the Developer or any Placement .Agr~ement in connection with the
Developer's assignment of the Tax Increment Revenue Note to any Lender must be reviewed and
approved by the City; provided that the_ City will-make no representations or warranties with
respect to the information contained in any such offering material.
(d) If <md to the extent Available Tax Increments collected in any year are in exceSs
of the Pledged Tax Increment and the Parking Lot Pledged Tax Increment, the excess shall be
retained by the City.
Section 5.3 Reduction of Assistance.
(a) The Developer shall maintain books and records relating to the financing,
construction, leasing and sales of the Minim~ Improvements in accordance with generally
accepted accounting principles consi5tently applied. -
- (b) - On or before the later of the Cash Flow Determination Date or the Profit
Determination Date, the Developer shall, at its sole expense but as a Total Development Cost,
cause a certified public accountant acceptable to the City to have prepared and deliv~red to the
_City a Sources and Uses Statement, a Profit - Statement with respect to the Bluff Block
Development and a Cash Flow Statement with respect to the Jackson Block Development. The
Developer shall also -furnish such additional documentation as the City may reasonably request.
Within thirty (30) days of receipt, the City shall notify the Developer of any necessary
adjustments. Within thirty (30) days after the Developer provides a revised Sources and Uses
Statement, Profit Statement and/or Cash Flow Statement(s) to the satisfaction of the City, or
within thirty (30) days of the original receipt thereof if the City requires no adjustments, the City
- shall notify the Developer in writing whether the Sources and Uses Statement, Profit Statement
and Cash Flow Statements are determined by it to be acceptable. .
(c)' Within thirty (30) days of the acceptance of the Sources and Uses Statement,
Profit Statement and Cash Flow Statement by the City, if the Rate of Return for the Jackson
Block Commercial Project is at or above the Targeted Return and the Developer has received a
development fee at.least equal to 12% of development costs approved by the Minnesota Housing
Finance Agency with respect to the Jac"kson Block Housing Project, the Developer shall pay to
the City the lesser of (i) the sum of the Excess _ Funding and the Excess Profit, if any, and (ii) the
amount of SAC and WAC reimbursed to the Developer pursuant to Section 5.7(a) plus the
difference between the fair market value of the Jackson Block Property as set forth in Section 3.4
and the purchase price of the Jackson Block Property paid by the Developer. To the extent the
Developer fails to pay such amount to the City, the City may apply Available Tax Increments to
reimburse itself for such an:lount and no amount shall be payable under the Tax Increment
Revenue Note until the City has been fully reimbursed. Such amounts paid to the City shall be
credited against the payments otherwise due under the Tax -Increment Revenue Note.
(d) To the- extent the sum of the Excess Funding and the Excess Profit exceeds the
amount paid by the Developer to the City pursuant to Section 5.3( c), the Reinlbursement
~ount, and correspondingly the principal amount of the Tax Increment Revenue Note, shall be
reduced by the difference between (i) the sum of the Excess Funding and the Excess Profit and
(ii) the amount paid by the Developer to the City pursuant to Section 5.3(c) and within thirty (30)
1674205v9
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days of the payment made by the Developer pursuant to Section 5.3(c), the City shall notify the
Developer of any reduction in the Reimbursement Amount. '
(e) To the extent. the Sources and Uses Stafement indicates the gap in Funding with
respect to any of the Minimum hnprovements is greater than estimated at the time of the
issuance of the Ta."'{ Increment Revenue Note, the difference between the estimated gap and the
actual gap shall offset any Excess Profit or Excess Funding with respect to any qther portion of
the Minimum ImprovemelJ.ts.
(f) The City shall execute and deliver to the Developer an amendment to the Ta."'{
Increment Revenue Note indicating any adjustment to the Reimbursement Amount.
, Section 5.4 Review of Taxes. The Developer acknowledges that the sole source of
money to make the payments on the Ta."'{ mcrement Revenue Note is Available Tax Increment
derived from the Development Property and Minimum Improvements and pledged by the City to
the payment thereof; The Developer further acknowledges that any of the following actions
taken by the Developer or a purchaser of a housing unit could reduce the Available Tax
mcrement below the amount necessary to pay a portion or all of the payment due on the Tax
mcrement Revenue Note.
(a) illitiation of administrative or judicial review ofthe applicabitity of ally tax statute
determined by any Tax Official to be applicable to the Development Property or the Minimum
hnprovements.
,(b) illitiation of administrative or judicial review of the constitutionality of any ta."'{
statute determined by any Tax Official to be applicable to the Development Property or the
Minimumhnprovements.
(c) A reduction in the real property 'taxes-paid with respect to the Development
Property and the Minimum Improvements through intentional actions such as terminating the
busine1i.s activity cQnducted on the Development Property, demolishing' a portion or all of the
Minim~ Improvements, seeking a reduction in the assessed Market Value bf the Minimum
hnprovements through any request, petition, claim, Of other proceeding to or before' the City,
assessor, the County assessor, the board ofequalizatiorr of the City, CoUnty, or State, the
Commissioner of Revenue of the State, any district court of the State, the Tax Court of the State, ,
or any federal district court.
(d) Any application for an abatement or deferral of real property ta."'{es under any
applicable statute of the State. ' " '
(e) ,Other actions or events outside the control of the Developer or outside the control
of the City, including a reduction in 'the Market Value of the Development Prop~rtyand the
Minimum Improvements that are made without a request or petition of the Developer, a
reduction in the tax classification 'of the Development Property and the Minimunl Improvements
under Minnesota Statutes, Section 273.13, or any successor statute, a reduction in the local t~'{
rates applicable to the Development Property and the Minimum hnprovements, or any change to
the method of ta."'{ing real property that has the effect of reducing the revenues derived from such
ta."'{es.
1 674205v9
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(f) Failure of the Developer to commence and complete all of the Minimum
Improvements.
Section 5.5 Use of Tax Increments. The City shall be free to use the Tax Increment,
other than the Pledged Tax Increment and the Parking Lot Pledged Tax Increment herein pledged
to the payment of the Tax Increment Revenue Note, the Parking Lot Note and any Refunding
Bonds, for any other purpose for which the Tax Increment may lawfully be. used pursuant to
applicable provisions of the Minnesota law.
Section 5.6 Business Subsidy Act.
(a) 22% of the principal amount of the Tax Increment Revenue Note and $190,400 of
the reduction of SAC and WAC is applicable to the Bluff Block Housing Project (the "Bluff
Block Housing Subsidy") and 3% of the principal amount of the Ta-x Increment Revenue Note
and $89,600 o(the reduction of SAC and WAC plus 40% of the reduction below fair market
value of the purchase price of the' Jackson Block Property is applicable to the Jackson Block
Housing Project (the "Jackson Block Housing Subsidy"). The Bluff Block Housing Subsidy and
the Jackson Block Housing Subsidy granted to the Developer pursuant to .this Agreement is
assistance for housing and therefore the provisions of Minnesota Statutes, Section 116J.993 to
116J.995 (the "Business Subsidy Law") do not apply.
(b) The County assessor estimates the current year fair market value of the Bluff
Block Property to be Six Hundred Seventy-One Thousand Four Hundred Dollars ($671,400):
The Developer represents that the cost of site development for the Bluff Block Property will be
not less' than Two Hundred Thousand Dollars ($200,000.00). The purchase price for the Bluff
Block Property is not expected to be less than One Million Nine Hundred Twelve Thousand
Seven Hundred Fifty Dollars ($1,912,750). 70% of the principal amount of the Tax Increment
Revenue Note and $12~623 of the reduction of SAC and WAC is applicable to the Bluff Block
Commercial Project (the "Bluff Block Commercial Subsidy"). Based upon these estimates and
representations, the Developer represents that because the purchase price and cost of site
development for the Bluff Block Property will equal seventy percent (70%) or more oftlie
assessor's current year's, estimated fair market value of the Bluff Block Property and the Bluff
Block Commercial, Subsidy does n9t constitute a "business subsidy" and thereforethe provisions
of the Business Subsidy Law do not apply.
(c) 5% of the principal amount of the Tax Increment Revenue Note and $15,167 of
the reduction of SAC and WAC plus 60% of the reduction below fair market value of ,the
purchase price of the Jackson Block Property is applicable to the Jackson Block Coriunercial
Project (the "Jackson Block Commercial Subsidy"). The Jackson Block Commercial Subsidy
granted to the Developer pursuant to this Agreement is a subsidy subject to the provisions ofthe
Business Subsidy Law.
(d) The Tax Increment District is a redevelopment district and the public pUrpose of
the Jackson Block Commercial Subsidy is to encourage the redevelopment of an area of the City
which is already built up, to help prevent the emergence of blight, to provide employment
opportunities to improve the tax base and to encourage tJ.le construction of adjacent housing
facilities in the City. Afl;er holding a public hearing November 1,2004, the City has determined
1674205v9
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that creation and retention of jobs is not a goal of the Jackson Block Commercial Subsidy for this
project and consequently has set the wage andjob goals (the "Goals") hereunder at zero.
(e) Because the, Goals are set at zero, the Developer is not subject to the prepayment
provisions of the Business Subsidy Law.
'(f) To the extent required by the Minnesota Department of Employment and
Economic Development, the Developer agrees to (i) report its progress on achieving the Goals to
the City until the later of the date. the Goals 9Ie met or two years from the date which is the
earlier of the Completion Date or the date the Developer occupies' the Jackson Block
Commercial Project (the "Benefit Date"), or, if the Goals are not met, until the date the Jackson
Block Commercial Subsidy is repaid, . (ii) include in the report the information required in
Minn,esota Statutes, Section 116J:994, Subdivision 7 on forms developed by the Minnesota
Department of Employment and Economic Development, and (iii) send completed reports to the
City. The Developer agrees, to PIe these reports no later than March 1 of each year commencing
March 1, 2005, and within 30 days after the deadline for meeting the Goals. The City agrees that
if it does not receive the reports, it will mail the Developer a warning within one week of the
required filing date. Ifwithin 14 days of the post marked date of the warning the reports are not
made, the Developer agrees to pay tt) the City a penalty of $1 00 for each subsequent day until the
report is filed up to a maximum 'of$l,OOO.
(g) The Developer agrees to continue operations of the Jackson Block Commercial
Project within the City,for at least five (5) years after the Benefit Date.
(h) In addition to the subsidies provided herein, the Developer or an affiliate has
received a IQan from the City of a' Community Development Block Grant from the Minnesota
Department of Employment & Economic Development, a loan from the Minnesota Housing
Finance Agency and a loan from the Greater Minnesota Housing Fund in connection with the
construction of the MiIiimurn Improvements which the Parties anticipate will be applied to the
Jackson Block Housing Project. .
(i) MetroPlains Properties, Inc. is the parent corporation of the Developer.
Section 5.7 Developer Payments and Reimbursement.
(a) The Developer agrees to pay the City governmental fees, including park
dedication, permit, license and utility hook-up charges and SAC and WAC when ,due; provided
that the City shall credit'$175,880 towards the SAC and $131,910 towards the WAC payable by
the Developer. Any SAC and WAC charged with respect" to the Bluff Block Commercial Project
or the Jackson Block Commercial Project based 011 the anticipated use thereof shall be paid by .
the Developer when determined by the City and made due and payable.
(b) The Developer agrees to pay the City Acquisition Costs and Relocation Costs and'
Expenses when required by this Agreement or pursuant to State or Federal law, and, to the extent
the City is obligated to make any such payment, the Developer agrees to reimburse the City.
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Section 5.8 Issuance of Tax Increment Revenue Refundin2: Bonds.
(a) The Parties understand and agree that the Develeper's willingness to' undertake its
activities under this Agreement was predicated en the understanding that the Develeper weuld
achieve the Allewable Prefit and receive the develeper fees and the Targeted Rate ef Return
centemplated by this Agreement. The Parties alsO' understeed at the time ef executien ef this
Agreement that in erder to' achieve such Allewable Profit and receive such develeper fees and
such Targeted Rate ef Return it might be necessary fer the City to' issue tax increment bends to'
refund the Ta..-x Increm~nt Revenue Nete (the "Refunding Bends") and that if such bends are
issued after the Completien Date cests 'Of financing could be reduced, thereby enhancing the
fmancial feasibility ef the Develepment. Therefere, the City agrees, to the extent permitted by
law that, at the prior written request ef the Develeper, but nO' earlier than the Pre fit
Determinatien Date, to' use its best 'efforts to issue Refunding Bends subject to' the fellowing
cenditiens: .
(i) . The principal ameunt ef the Refunding Bends shall be based en a Debt
Service Ceverage RatiO' as is necessary to' sell the Refunding Bends at par. The principal
ameunt ef the Refunding Bends will net exceed the le~ser ef (i) t~e ameunt that can be
_ amertized using the Pledged Ta..-x Increment generated by the Minimum Imprevements
and (ii) the ameunt necessary after reasenable trl3?sactien cests, reserves and capitalized
interest to' create net preceeds equal to'. the eutstanding principal balance ~f the Tax
Increment Revenue Note sO' leng as the tetal aggregate debt service payable with respect
to' the Refunding Bends dees net exceed the tetal aggregate debt service that weuld have
been payable ever the term efthe Ta..-xIncrement Revenue Nete;
(ii) The legal autherity ef the City to' issue such Refunding Bends and pledge
the Available Tax Increment at the time efthe Develeper's request; and
(iii) The ability ef any Placement Agent to' market the Refunding Bends.
(b) The Develeper acknewledges that the maximum ameunt the City will pledge to'
repay the Tax Increment Refunding Bends is the Pledged Tax Increment generated by the
Minimum Imprevements, and that the CitY will determine, in its sele discretien, the principal
ameun:t ef the Refunding Bends to' be issued. In determining the principal ameunt of the
Refunding Bends to' be issued, the City will censider, ameng ether thiIigs, the Market Values of
the cempleted Minimum Improvements. In additien and if feasible, the City will issue separate
. Refunding Bends for each'efthe cempenents efthe Develepment.
( c) The terms and cenditiens ef the Refunding Bends will be set ferth in a reselutien
to b~ adepted by the City Ceuncil ef the City (the "Bend Reselutien"). In the event ef a conflict
between the terms and cenditiens 'hereef and the terms and cenditiens ef the Bend Resolutien,
theterrns and ~enditions efthe Bend Reselutien shall prevail.
~
Section 5.9 Issuance of Parking Lot Note.
(a). When requested by the Develeper, but net prier to' the Clesing en the Jacksen
Bleck Property and tlw clesing on the Censtructien Loan fer the Bluff Bleck Develepment, the
City shall commence censtruction efthe King Avenue parking let previded that:.
1674205v9
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(i) A contract for the construction of Parking Lot has been awarded and the
Parking Lot Cost has been determined; and
(ii) The Developer has deposited cash with the City in the amount of the
Parking Lot Cost.
(b) The City shall reimburse the Developer for the Parking Lot Cost actually paid by
the Developer as further provided in Section 5.9(c).
(c) The City shall reimburse for the 'costs identified in Section 5.9(b) through the
issuance of the City's Parking Lot Note in substantially the form attached to tins Agreement as
Exhibit F, subject to the following conditions: '
(i) The Note shall be dated, issued and delivered when the conditions set
forth in Section 5.9(a) have been satisfied. The principal amount is not subject to
reduction pursuant to Section 5.3.
(ii) The unpaid principal amount of the Parking Lot Note sh~ll bear simple
non-compounding mterest the date of issuance of the Note at 6.50% per annum. Interest
shall, be computed on the basis of a 360 day year consisting of twelve (l2),30-day
months. '
(iii) The principal amount of the Note and the interest thereon shall be payable,
solely from the Parking Lot Pledged Tax Increment which is hereby pledged to the
payment of the Parking Lot Note.
(iv) On each Payment Date and subject to the provisions of the Parking Lot
Note, the City shall pay, against the principal and interest outstanding on the Parking Lot
Note, the amount of the Parking Lot Pledged Tax Increment received by the City during
the preceding 6 months. All such payments shall be applied first to accrued interest and
then to reduce the prinCipal of the Note.
(v) The Parking Lot Note shall be a special and limited obligation of the City
and not a general obligation of the City, and only Parking Lot Pledged T~'{ Increment
shall be used to pay the principal and interest on the Parking Lot Note. If, on any
Payrilent Date, the Parking Lot Pledged Tax Increment for the payment of the accrued
and unpaid interest on the Parking Lot Note is insufficient for such' purposes, the
difference sh~l be carried forward, without interest accruing thereon, and shall be paid if
and to the extent that on a future Payment Date there is Parking Lot Pledged Tax
Increment in, excess of the amounts needed to pay the accrued interest then due on the
Parking Lot Note. '
(vi), The City's obligation to make payments on the Parking Lot Note on any
Payment Date or any date thereafter shall be conditioned upon tile req1,lirement that (A)
there shall nbt at that time bean Event of Default that has occurred and is continuing
under this Agreement and '(B) tllls Agreement shall not have been rescinded pursuant to
Section 9.4(c).,
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(vii) The Parking Lot Note shall be governed by and payable pursuant to the
additional terms thereof, as set forth in Exhibit F. In the event of any conflict between
the terms of the Parking Lot Note and the terms of this Agreement, the terms of this
Agreement shall govern. The issuance of the Parking Lot Note pursuant and subject to
the terms of this Agreement, and the taking by the City of such additional actions as bond
counsel for the Parking Lot Note may require in connection therewith, are hereby
authorized and approved by the City.
(d) The Dev~loper understands that tlie Parking Lot Note wiIlnot be registered or
otllerwise qualified for sale under the securities .laws and regulations of the State or under the
Federal securities laws or regulations, tlleParking Lot Note will not be listed on any stock or
otller securities exchange, and the- Parking Lot Note will not- carry a rating from any rating
service.
(e) -. Any assignment by the Developer of the Tax Increment Revenue Note must be to
a single entity and must be approved in writing .by the City. The City acknowledges that the
Developer may, after the Profit Determination Date and the Cash Flow Determination Date,
assign the Parking Lot Note to a tender, or a Placement Agent, acting as the serVicer of any
Lender, or assign participations in the- Tax Increment Revenue Note to multiple parties (the
"Participants") with one primary Noteholder arid the Developer acknowledges that the City will
. require, as a condition of its consent to the assignment to any. Lender, Placement Agent or
Participant, that such Lender and any Participant be a "qualified fll1ancial institution" within the
meaning of the regulations promulgated under the Securities Act of 1933, as amended, and
deliver a letter of investment intent in a form satisfactory to the City or that such Placement
Agent represent that it will not sell or grant participation in the Parking Lot Note in amounts less
than $1 OD,OOO or to any entity that is not a "qualified financial institution" or without obtaining a
. .letter of investment intent in a form. satisfactory to the City. Any offering material prepared by
the peveloper or any Placement Agreement in connection with the Developer's assignment of the
Parking Lot Note to any Lender. must be reviewed and approved by the City; provided tllat the
City will make no representations or warranties with respect to the information contained in any
such offering material.
(f) If and to the extent Available Tax Increments collected in any year are in excess
of the Parking Lot Pledged Ta.'{ Increment, the excess shall be retained by the City.
'-.
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ARTICLE VI
EN CUMrn RAN CE OF THE DEVELOPMENT PROPERTY
Section 6.1 Encumbrance of the Development P'ropertv. Neither the Developer nor
any successor in interest to the Developer (other than purch~ers of the units in the Bluff Block
Housmg Project) will engage in any financing or any other transaction creating any mortgage or
other encumbrance or lien upon the Deyelopment Property, or portion thereof, whether by
, , express agreement or operation of law, or suffer any encumbrance or lien to be made on or attach
to the Development Property except' only for the purpose of obtaining funds to the extent
, necessary for financmg the costs of the Minimum Improvements (including, but not limited to,
land and building acquisition, labor and materials, professional fees, real estate taxes,
construction interest, organization and other indirect 008.ts of development, costs of constructing
the Minimum Improvements, and an allowance for contingencies). The restriction on financing
and other transactions contained in this section shall terminate on the Completion Date.
Section 6.2 Copv of Notice of Default to Mortea2:ee. If the City delivers any notice
or demand to the Developer with respect to any Event of Default under this Agreement, the City
will also' deliver a copy of such. notice or demand to the 'mortgagee of any mortgage on the
. DevelopmentProperty (a "Mortgage") at the address of such mortgagee provided to the City in a "
written notice from the Developer or the mortgagee;
Section 6.3 ' Mortl!a2:ee's Option to Cure Events of Default. Upon the occurrence of
an Event of Default, the mortgagee under any Mortgage will have the right, at its option, to cure
or remedy such Event of Default. '
Section 6.4 Defaults Under Mort2:aee. The Developer, will use its best effoI1s to
, obtain an agreement from any mortgagee under a Mortgage that, in the event the Developer is in
default under any Mortgage, the mortgagee, within ten (10) days after it becomes aware of any
default and prior to exercising any remedy available to it due to such default, will notify the City
in writing of (i) the fact of default; (ii) the elements of default; and (iii) the actions required to
cure the default. If, within the time period required by the 'Mortgage, the City cures any default
under the Mortgage, the mortgagee will pursue none of its remedies under the Mortgage based
on such default. -
Section 6.5 Subordination of Aereement.. In order to facilitate the obtaining of
financing for the construction of the MinimUm Improvements, the City agrees to execute a
subordination agreement in form and substance acceptable to the City'to subordinate the
provisions of this Development Agreement 'and the Deed to the documents' executed in
connection with the Construction Loan.
1674205v9
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ARTICLE VII
DEVELOPER COVENANTS
Section 7.1 Insurance. The Developer will provide and'maintain or cause to be
maintained at all times 'and, from time to time at the request of the City,. furnish the City with
proof of payinent of premiums on insurance of amounts and coverages normally held by
businesses engaged in .activities similar to those of the Developer.
Section 7.2 Maintenance and Operation of the Development. The Developer will
at all times during the term of this Agreement operate and maintain the Development in a safe
and secure way and in compliance with. this Agreeri1en~ and all federal, State and local laws,
regulati6ns,.ruling~ and ordinances applicable thereto. Developer shall pay all of the reasonable
and necessl;1I)' expenses of the operation and maintenance of the Development, including all
premiums for insurance insuring against loss or damage thereto and adequate insurance against
liability for injury to persons or property arising from the Development as required pursuant to
this Agreement. Developer shall not knowingly cause any person working in or attending the
Development for any purpose; or any owner of a housing unit, to be exposed to any hazardous or
unsafe condition; provided that Developer shall not be in def?-ult hereunder if it has required the
contractors. employed by Developer to perform work on the Development to take such
precautions as may be available to protect the persons in and around the Development from
'hazards arising from the work, and has further' required each such contractor to obtain and
maintairi liability insurance protecting against liability to persons for injury arising from the
work. The expenses of operation and maintenance of the Development shall be borne solely by
Developer. The foregoing 'provisions shall apply to ~e Developer for only so long as the
Developer or an Affiliate is the owner of the Development and only as to such portions of the
Development which the Developer or an Affiliate owns.
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ARTICLE VIII
TRANSFER LIMITATIONS AND INDElVINIFICATION
Section 8.1 Representation as to Development. The Developer represents to the
City. that its purchase of the Development Property, and its other undertakings under this
Agreement, are for the purpose of developing owner occupied and rental housing and
commercial facilities, and not for the purpose of speculation in land holding. The Developer
acknowledges that, in view of the importance of the development of the Development Property
to the general welfare of the City, and the substantial financing and other public aids that have
been made available by the City for the purpose of making such development possible, the
qualifications and identity o(the Developer are of particular concern to the City. The Developer
further acknowledges that the City is willing to enter into this Agreement with the Developer
because of the qualifications and identity of the Developer.
Section 8.2 Limitations on Transfer.
(a) The Developer may, without prior written notice to the City; sell, assign, convey
or transfer in any other mode. or manner, all or a portion of this Agreement, the Development
Property, or the Minimuin Improvements to the Construction Lender providing the Construction :
Loan for the Minimum Improvements.
The Developer also may,.in the regular course of business and without prior written
notice to the City, sell, assign, convey, lease or transfer in any other mode or manner the
following:
(i) to an individual unit purchaser, a unit of the Bluff Block Housing Project
or the Bluff Block Commercial Project. for which a certificate of occupancy has been
issued;
(ii) to a tenant, a unit of the Jackson Block Housing Project or Jackson Block
Commercial Proj ect if a certificate of occupancy has been issued for such proj ect;
(iii) all or any part of the Development Property and/or all or part of the
Minimum Improvements,. where such action is necessary to .secure easements or other
encumbrances necessary for the Minimum Improvements..
Except as specifically allowed under this Section and Article VI, the Developer will not
sell, assign, convey, lease or transfer in any other mode or manner this Agreement,. the.
Development Property or the Minimum Improvements, or any interest therein, without the
express written approval of the City. Notwithstanding the foregoing, so long as the Developer
remains liable for the performance of the Developer under tins Agreement, the Developer may
transfer. such portions of the Development .Property as are necessary to allow the following ~
parties. to develop the following components of the Development:
167420Sv9
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Proiect
Transferee
Bluff Block Housing Project
Bluff Block, LLC
Jackson Block Housing Proj ect
MDI Limited Partnership #70
Bluff Block Commercial Project
Bluff Block, LLC
(b) Except as provided in Subsection (a) of tlns Section, the City shall be entitled to
require, as conditions to any approval of any sale, assignment, conveyance, use or transfer
requiring City approval under this Section that: . .
(i) Any proposed transferee shall have the qualifications and financial
responsibility, as determined by the City, necessary and adequate to fulfill the obligations
undertaken in this Agreement by the Developer;
(ii) . Any proposed transferee, ,by instrument in writing satisfactory to the City
and the City and in, form recordable among the land records shall, for itself and its
successors aIid assigns, and expressly for the benefit of the City have. expressly assumed
all of the 9bligations of the Developer under this Agreement and agreed to be subject to.
all the conditions and restrictions to which the Developer is subject: .
(iii) There shall be submitted to the City for review all instruments and other
legal documents involved in effecting transfer, and if approved by City, its approval shall
be indicated to the Developer in writing;
(iv) The Developer and its transferee shall comply with such other conditions .
as the City may find deSIrable in order to achieve and safegUard the purposes of the TIP
Act and this Agreement; 'and . .
(v) In the absence of spedfic written agreement by the City to the contrary, no
such transfer or approval by the City thereof shall be deemed to relieve the Developer or
any other party bound in any 'o/ay by this Agreement or otherwise with respect to the
construction of the Minimum hnprovements, from any- of its obligations with respect
thereto.
( c) All restrictio~s on transfer of tlle Development, or any portion thereof, shall
terminate at tlle time that the City has issued a Certificate of Completion for the Development.
Section 8.3 Indemnification.
(a) The Developer releases from and covenants and agrees that the City, its governing
body members, officers, agents, including the independent contr~ctors, consultants anq. legal
counsel, servants and employees thereof (hereinafter, for purposes of this Section, collectively
the. "IndemnifiedParties") shall not be liable for and agrees to indemnify and hold harmless the
Indemnified Parties against any loss or damage to property or any injury to or deatllofany
'person occurring at or about or resulting from any defect in the Development to the extent not'
attributable to the gross negligence or intentional misconduct of the Indemnified Parties.
1674205v9
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(b) Except far grass negligence ar intentianal miscanduct af the Indemnified Parties,
the Develaper agrees to. indemnify the Indempified.Parties, naw and farever, and further agrees
to. hald the afaresaid harmless fram any claims, demands, suits, casts, e.,"'{penses (including
reasanable attarneys' fees) actians ar ather praceedings whatsaever by any persan arentity
whatsaever arising ar purpartedly arising fram the actians ar inactians af the Develaper (ar if
qtherpersans acting an its behalf ar under its directian ar cantral) under this Agreement, ar the
transactians cantemplated hereby ar the acquisitian, canstructian, installatian, awnership, and
aperatian af the Develapment; Including,. withaut limitatian; :any clain;J. by a land awner ar tenant
lacated ,an the Develapment Praperty to. be entitled to. Relacatian Casts and Expenses; provided,
that this indemnificatian shall nat apply to. the warranties made ar abligatiansundertaken by the
City in this Agreement.
(c) . Except as set farth in Sectian 3.2, the City makes no. warranties ar representatians
regarding, nar daes it indemnify the Develaper with respect to., the existence ar na'nexistence an
ar in the vicinity af the Develapment Praperty ar anywhere within the Tax Increment District af
. any toxic ar hazardaus substances ar wastes, pallutants ar cantaminants (including, withaut
limitatian" asbestas, urea farmaldehyde" the graup af arganic compaunds knawn as
palychlorinated biphenyls, petraleum. praducts including gasoline, fuel ail, crude ail and variaus
canstituents 'of such products, ar any hazardaus substance as defined in the Camprehensive
Enviranmental Respanse, Campensatian and Liability A~t af 1980 ("CERCLA"), 42 D.S.C. ~~
961-9657, as amended) (callectively, the "Hazardaus Substances"). The faregaing disclaimer
relates to. any HazardaUs Substance allegedly generated,. treated, stared, released ar disposed af,
ar atherwise placed, depasited in ar lacated an ar in 'the vicinity afthe.Develapment Property ar
within the Tax Increment District, as well as any activity Claimed to. have been undertaken an ar
in the vicinity af the Develapment Praperty that wauld cause ar cantribute to. qausing (1) the
Develapment Praperty to. became - a treatment, starage ar qispasal facility within .the meaning af,
ar otherwise bring the Develapment Property within the ambit af, the Resaurce Canservatian and
Recavery Act of 1976 ("RCRA"), 42 D.S.C. S 691 et seq., ar any similar state law ar lacal
ardinance, (2) a releasear threatened release af taxic ar hazardaus wastes. ar substances,
pallutants or cantaminants, fram the Develapment Praperty within the meaning af, ar atherwise
bring the Develapment Praperty within the ambit af, CERCLA, ar any similar state raw ar lacal
ardinance, ar (3) the discharge. af pallutants ar effluents into. any water saurce ar system, the
dredging ar filling of any waters or the discharge into. the air af any emissians, that wauld require
a permit under the FederalWater Pallutian Cantral Act, 33 D.S.C. S 1251 et seq., ar any similar
state law ar lacal ardinance. Further, the City makes no. warranties ar representatians regarding,
nar does the City indemnify the Develaper with respect to., the eXIstence or nanexistence an ar in
the vicinity af the Develapment Property ar anywhere within the Tax Increment District af any
substances ar conditions in or an the D~velaprrient Property that may suppart a claim ar cause of
actian under RCRA, CERCLA ar any ather federal, state ar lacal. environmental statutes,
regulatians, ardinances ar other enviranmental regulatary requirements, including withaut
limitatian, the Minnesota Environmental Respanse and Liability Act, Minnesata Statutes,
Chapter lI5C. The City makes no. representatians ar warranties regarding the existence af any
abave graund ar undergraund tanks-in ar about the Develapment Property, or whether any above
ar undergraund tanks have been located under, in ar about the Develapment Property and have
subsequently been removed ar filled.
1674205v9
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(d) The Developer waives any claims against the City, and its Council members and .
officers, for indemnification, contribution, reimbursement or other payments arising under
federal and state law and the corn:mon law or relating to the environmental condition of the land
c'omprising the Development Property.
Section 8.4 Limitation: All covenants, stipulations, promises, agreements and
obligations of the City or the Developer contained in tins Agreement shall be deemed t'o be the
covenants, stipulations, promises, agreements and obligations of the City. or the Developer,
respectively, and not of any governing body member, officer, agent, servant or employee of the
City or the Developer in the individual capacity thereof.
I 674205v9
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ARTICLE IX
EVENTS OF DEFAULT AND DMIAGES
Section 9.1 Events of Default Defined. Subject to applicable cure periods, the
following shall be "Events of Default" under this Agreement and the term "Event of Default"
shall mean whenever it is used in this Agreement anyone or more of the following events:
.Section 9.2' Developer Events of Default. The following shall be Developer Events I
of Default:
(a) subject to Unavoidable Delays, the Developer shall fail to begin construction of
the Minimum Improvements and to proceed with due diligen,ce to satisfactorily. complete each of
the Minimum Improvements as provided in Section 4.3 and by the date set forth on Exhibit H
attached hereto, and such failure to begin, or proceed with due diligence to complete, the
construction' of the Minimum Improvements shall not be cured within 30 days after written
notice to do so. Notwithstanding the -foregoing, if the default reasonably requires more than
thirty (30) days to cure, such default shall not constitute an Event of Default, provided that the
curing of the default. is promptly commenced upon receipt by the Developer of the notice of the
default, and with due diligence is thereafter continuousiy prosecuted to completion and is
completed within a reasonable period of .time, and provided that Developer keeps the City well
,informed at all times of its progress in curing the default; provided in no event, other than as a
result of Unavoidable Delays, shall,such additional cure period extend beyond 180 days;
(b) subject to Unavoidable Delays, the Developer shall default in or violate its,
obligations with respect to the construction of the Minimum Improvements (including the nature
and the date for the completion thereof), or shall.abandon or substantially suspend construction
work, and any such default, violation, abandonment o:r suspension is not cured, ended' or
remedied within 30 days after written demand by the City so to do. Notwithstanding the ,
foregoing, if the default reasonably_requires'more than thirtY (30) days to'cure, such default shall
not constitute an Event of Default, provided that the curing of the default is promptly
commenced upon receipt by the Developer of the notice of ~e default, and with due diligence is
thereafter continuously prosecuted to completion and is completed within a reasonable period of
time, and provided that Developer keeps the City well informed at all times of its progress in
curing the default; provided in no event, other than as a result of Unavoidable Delays, shall such
additional cure period extend beyond 180 days;,
(c) there is, in violation of Article vrn of tins Agreement, any conveyance or otIler
transfer of the Development Property or any part thereof, and such violation is not cured within
30 days after written demand by the City to the'Developer; .
(d) subject to Unavoidable Delays, failure by Developer to observe or .perform any
other covenant, condition, obligation or agreement on .its part to be observed or performed under
this Agreement, and the continuation of such failure for a period of thirty (30) days after written
notice of such failure from the City. Notwithstanding,the foregoing, if the default reasonably
requires' more than thirty (30) days to cure, such default shall not constitute 'an Event of Default,
I 674205v9
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provided that the curing of the default is promptly commenced upon receipt by the Developer of
the notice of the default, and with due diligence is thereafter continuously prosecuted to
completion and is completed within a reasonable period of time, and provided that Developer
keeps the City well informed at all times of its progress in curing the default; provided in no.
event, other than as a result of Unavoidable Delays, shall such additional cure period extend
beyond 180 days; or
(e) the Developer shall (i) file any petition in bankruptcy or for any reorganization,
arrangement, composition, readjustment, liquidation, dissolution, or similar relief under the
United States Bankruptcy Act of 1978, as amended or under any similar. Federal or State law; or
(ii) make an assignment for the benefit of its <?reditors; or (ii) become insolvent or adjudicated a
bankrupt; or if a petition or answer proposing the adjudic~tion of Developer,.as a baDkrupt or its
reorganization under any present or future Federal bankruptcy act or any similar Federal or State
law .shall be. filed ip. any court and such petition or answer shall not be discharged or denie~
within ninety (90) days after the filing thereof; or a receiver, trustee or liquidator of Developer,
or of the Development, or part thereof, shall be appointed in any proceeding brought against
Developer, . and shall not be discharged within ninety (90) days after such appointed, or if
Developer shall consent to ,or acquiesce in such appointment. "
(f) the Developer shall fail to pay any of the costs described in Article ill of this
Agreement.
Section 9.3, City Events of Default. Subject to Unavoidable Delays, the failure of the,
City to observe or perform any covenant, condition, obligation or agreement on its part to be'
observed or perforriled under this Agreement, and the continuation of such failure for a period of
thirty (30) days after written notice,of such failure from any party hereto shall 'be an, Event of.
Default for the City. Notwithstanding the foregoing, ifth~ default reasonably requires more than
thirty (30) days to cure, such default shall not constitute an Event of Default, provided that the
curing of the default is promptly commenced upon receipt by the City of thencitice of the
default, and with due diligence is thereafter continuously pros'ecuted' to completion and is
completed within a reasonable period of time, and provided that the City keeps the Developer
/ well informed at all times of its progress in curing the default; provided'in no event, other than as
a result of Una voidable Delays, shall ,such additional cure period extend beyond 180 days.
Se<;tion 9.4 City Remedies on Default. Whenever. any Developer Event of Default
occurs, the City may take anyone or more of the following actions:
(a) . SusJ?end performance under this Agreement until it receives assUr.ances from the
Developer, deemed adequate by the City, that the Developer will cure its default and continue its
performance under this AgreelI!:ent.
(b) Withhold the Certificate of Completion for the Minimum hnprovements.
(c) The City may' cancel911d terminate the Agreement.
(d) Take whatever action at law or in equity may appear necessary or desirable to the
City to collect any payments due under tIus Agreement, or to enforce performance and
observance of any obligation, agreement, or covenant oithe Developer under this Agreement.
1674205v9
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Section 9.5 Developer Remedies on Default. Whenever any Event of Default occurs
by the City, the Developer may suspend its performance imder this Agreement and/or take
w}J.atever action at law or in equity may appear necessary or desirable to the Developer to
enforc~ performance and observance of any obligation, agreement, or covenant of the City under
this Agreement. .
Nothing in this Agreement shall entitle the Developer to make any claim against the City
" for any damages whatsoever and the Developer's remedies are strictly limited to the foregoing.
Section 9.6 No Remedv Exclusive. No remedy herein conferred 1,I.pon or reserved to
the City or the "Developer is intended to be exclusive of any other available remedy or remedies.
unless otherwise expressly stated, 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 existm.g at
law or in equity or by statUte. No delay or omission to exercise any righter 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 often as may be deemed
expedient. In order to entitle the City 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 X.
Section 9.7 No Additional 'Vaiver Implied bv. One \Vaiver. If any "agreement
eontained in this Agreement should be breached by dther Party and thereafter waived by the
other Party, such. waiver shall be limited t6 the particular breach so waived and shall not be
deemed to waive any other concurrent, previous or subsequent breach hereunder. .
"
1674205v9
44
ARTICLE X
ADDITIONAL PROVISIONS.
Section 10.~ Conflicts of Interest. No member of the City Councilor other official of
the City shall have any financial interest, direct or indirect, in this Agreement, the Development
Property or the Minimum Improvements, or -any contract, agreement or other transaction
contemplated to occur or be undertaken thereunder- or with respect thereto, nor shall any such
member of the governing body or other official participate in any decision. relating to the
Agreement which affects his or her personal interests or the interests of any corporation,
partnership or association in which he or she is directly or indirectly interested. No member,
official or employee of the City shall be personally liable to the City iIi the event of 8.?y default
or breach by Developer or successor or on any obligations under the terms of this Agreement.
, Section 10.2 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 constniing or interpreting any of its provision~.
Section 10.3 Notices and Demands. Except as otherwise expressly provided in this
Agreement, a notice, 'demand, or other communication under,this Agreement by any party to any
other shall be sufficiently given or delivered if it is dispatched by-registered or certified mail,
postage prep~id, return receipt requested, or delivered personally, and
, ,
(a) , in the case of Developer, is addressed to or delivered personally to Developer at
in the caSeofthe Developer is addressed to or delivered personally to:
MetroPlains . Development, LLC
1600 University, Avenue, Suite 212
St.Paul, MN 55104-3825
,Attn: President
(b) in the case of the City is addressed to or delivered personally to the City at:
City of Elk River, Minnesota
Elk River City Hall
13065 Orono Parkway
Elk River, MN 55330-5600
Attn: Ad.miIiistrator
or at such other address with respect to any such party as that party may, from time to
time, designate in writing and forward to the other, as provided in this Section.
Section lOA Counterparts. This Agreement 'may be executed in any number of
counterparts, each of which shall constitute one and the same instrument.
Section 10.5 Law Governing:. This Agreement will be govern~d and construed in
accordance with the laws of the State of Minnesota.
1674205v9
45
Section 10.6 Consents and Approvals. In all cases where consents or approvals are
required hereunder, such consents or approvals shall not be unreasonably conditioned, delayed or
withheld.: All consents or approvals shall be in writing in order to be effective.
Section 10.7 Representatives.' Except as otherwise provided herein, all approvals and
other actio.ns required of or taken by the City shall be effective upon action by the City
Representative: All actions required of or taken by Developer shall be effective upon action by
the Developer Representative.
Section 10.8 Superseding Effect, This Agreement reflects tJ1e entire agre'ement of the
'Parties with respect to the matters covered herein, and supersedes in all respects all prior
agreements of the .Parties, whether written or otherwise, with respect to such matters.
Section 10.9 Relationship of Parties. Nothii::1.g in'this Agreeme4t is intended, or shalI"
be construed, to create a partnership or joint venture among or between .the Parties, and the rights
and remedies of the Parties shall be strictly as set forth in this Agreement.
Section 10.10 Term. The term of this Agreement shall be effective from the day and
year first above written until the earlier of (a) the date this Agreement is terminated pursuant to
Section 9.4(c) payment in full of the Tax Increment Revenue Note or any Refunding Bonds, or
(c) the date that the City is no longer receiving Available Tax Increment with respect to .
termination of the Tax lncrement District.
Section 10.11 Venue: All matters, whether sounding in tori or in contract, relating to the
validity, construction, performance, or enforcement of this Agreementshall be controlled by and
determined in accordance with the laws of the State of Minnesota, and the Developer agrees that
all legal actions initiated by the Developer or City with .respect to or arising from any provision
contained in' this Agreement shall be initiated, filed' and venued exclusively in the State of
Minnesot~ Sherburne County, bistrict Court and shall not be removed therefrom to any other
federal or state court. .
Section 10.12 Provisions Surviving Rescission or Expiration. Section 8.3 shall
survive any rescis~ion, terminajion or expiration of this Agreement with respect to or arising out
of any event, occurrence or circumstance existing prior to the date thereof.
1674205v9
46
IN WITNESS WHEREOF, the City and Developer have caused this Agreement to be
duly executed in their names and on their behalf, all on or as of the date first above written,
STATE OF MINNESOTA ).
) ss
COUNTYOF SHERBURNE) .
CITY OF ELK RIVER, l\'llNNESOT A
-
B~~
~~.t?,(;t~
B~
Administrator
The foregoing ~trument was acknowledged before me this 1Jo~ day of De'c.~,
2004, by ~pha~ ,,\\"'it~ ' the Mayor and \>~ ~tAf.~.j , the Administrator of the
City of Elk River, Minneso~ muni~iPal co ratIon and olit s bdivislOn orgamzed and
existing under the Constitution and laws of the te ofM' on ehalf of said City.
~ . -
-, ~
Notary Public.
167420Sv9
nNA M. AU.ARD
NOTARY PUBLIC . MlNNSSOTA
My CommIsllIon ExpIres Jan. 31.2Illl$
S-1
I 674205v9
METROPLAlNS DEVELOPMENT, LLC,
A Minnesota limited liability company
~ h~.//LH~ ~ ~
Its ~r' .
TINA M. ALLARD .
NOTARY PUBUC ~ MINNESOTA
My ConunIllsIon Explres Jan. 31, 2OD5
S-2
EXHIBIT A
BLUFF BLOCK PROPERTY
Legal Description:
Lot 3, Block 4, in the Village of Elk River, ALSO, all that part of Lot 14 of Auditor's
Subdivision No.4 that lies South of said Lot 3, Block 4 of said Village of Elk River, and
between the same and the Mississippi River, and of the same width of said Lot 3" and being part
of GoveI11IIient Lot 2, Section 34, Township 33, Range 26, according to' the plat 'and survey
thereof on file and of record in the office of the. County Recorder in and for Sherburne County,
Minnesota.
AND
Lot 4, Block 4, Village of Elk River, accordirig to the plat 'thereof and of record in the 'office of
the County Recorder ill and for Sherburne County, Minnesota.
AND
That part of Lot 5, Block 4, Village of Elk River, described as follows:
. Beginning at the northwest comer of said Lot 5; thence East along the North line thereof, 32 feet
. to the street leading from Main Street to the Mississippi River, being the West line of the
property described in that certain deed to 'the Village of Elk River, dated April 17, 1907, filed
July 26, 1907, in Book 31 of Deeds, page 568, Sherburne County Records, thence southerly
. along the West line of said street to ~e South line of said Lot 5; thence westerly along the South
line of said Lot 5, to the southwest comer thereof; thence northerIy along the West line of said
Lot 5, to the point of beginning.
AND
The East 56 Y2 feet oiLot 2,. Block 4, Village of Elk River, said plat being part of Government
Lots 1,2, and 3 in Section 34, Township 33, Range 26, Sherburne County, Minnesota.
AND
. All that part of Lot 14, of Auditor's Subdivision No.4, that lies South ~f Lots 4 and 5, Block 4,
the Village of Elk River, that lies westerly of the westerly right of way line of the street leading
from Main Street to' the Mississippi RiYer as above described and that lies easterly of the
southerly extension of the West line of Lot 4, Block 4, Village of Elk River to the Mississippi
River. . .
Excepting from the above described property, however, the following described parcel: All that
part of Lots 4 and 5, Block 4, Village of Elk River, lying northeasterly of the following described
line: Beginning at a point <?n the North line of Lot 4, a distance of 34 feet west of the northeast
comer of Lot 4; thence southeasterly to intersect the South line of Lot 5, Block 4, Village of Elk
I 674205v9
A-I
River, at a point of the intersection of the South line of said Lot 5, with the West line of the
Street leading from Main Street to the Mississippi River, as more fully described above.
AND
That part of Lot 14, Auditor's Subdivision No.4, according to the recorded plat. thereof,
Sherburne County, Minnesota, lying westerly of the southerly extension of the East line of Lot 2,
Block 4, Village .of Elk River, according to the recorded plat thereof, and lying easterly of the
southerly extension of the West line ofthe East 56.50 feet of said Lot 2.
1674205v9
A-2
EXHIBIT B
JACKSON BLOCK PROPERTY
A parcel of land lying in the North Half of the Southwest Quarter of Section 34, Township 33, .
Range 26, Sherburne County, Minnesota, described as follows: -
Beginning at the. southwest comer of Lot 1, Block 3; of the Village of Elk River, according to
said plat on file and of record in the office of the Register of Deeds, Sherburne CoUnty,
Minnesota; thence North 11 degrees 06 minutes 40 seconds East, an assumed bearing, along the
West linf? of said Lot 1, a distance of 179.00 feet to the Northwest comer of said Lot 1, being a
point on the southerly line of the state highway right of way of Trunk Highway No. 10; thence
North 64 degrees 17 minutes 53 seconds West a distance of 121.42 feet along said southerly
right of way line to a line drawn parallel with and distant 80.00 feet East of the East line of Block
. 2 of -said. plat; thence South 11 degrees 06 minutes 40 seconds West along said parallel line a
distance of 210.28 feet to .the northerly line of right of way of Main Street as dedicated in said
plat; thence South 79 degrees 13 "minutes 30 seconds East along said northerly right of way of
Main Street a distance of 117.50 feet to the point ofbegirining.
I 674205v9
B-1
EXHIBIT C
QillT CLAIM DEED
Corporation Partnership or Limited Liability Company
to Corporation, Partnership or Limited Liability Company
No delinquent ta.,'Xes and transfer entered; Certificate
of Real Estate Value ( ) filed ( ) not required
. Certificate of Real Estate Value No.
County Auditor
by
Deputy
STATE DEED TAX DUE HEREON: $
. Date:
,2004
(Reserved for recording data)
together with all hereditaments' and appurtenances belonging thereto.
Grantor's delivery of this Deed and conveyance of title, and, Grantee's acceptance of tins Deed
and title to the Property, are expressly subJect to: (1) th~ ternis and conditions and the rights of
the Grantor and the obligations of the Grantee under that certain D.evelopment Agreement by and
between Grantor and Grantee dated December _, 2004 (the "Development Agreement"), (2)
: minerals and mineral rights reserved by the State of Minnesota; and (3) real estate taxes and
special assessments due and payable in 2004 and subsequent years, and (4) applicable zoning
laws, ordinances and all other local, state, regional and federal laws and regulations.
The Grantor does not know of any wells located on the described real property.
1 674205v9
C-I
CITY OF ELK RIVER, MINNESOTA
By
Mayor
By
Administrator
STATEOFMINNESOTA )
) ss
COUNTY OF SHERBURNE)
The foregoing instrument was acknowledged. before me this ~ day of ,
2004, by' , the Mayor aild , the Administrator of the
City of Elk River, Minnesota, a municipal' corporation and politic subdivision -organized and
existing under the COJ:7.Stitution and laws of the State of Minnesota, on behalf of said City.
.
NOr ARIAL STAMP OR SEAL (OR OTHER SIGNATURE OF PERSON TAKING
TITLE OR RANK) AC:EtNOWLEDGMENT
Tax statements for the real property described
in this.instrument should be sent to (inc1uq.e
name and address' of Grantee)
THIS INSTRUMENT WAS DRAFTE;D BY:
BRIGGS AND MORGAN
Professional Association
2200 FirSt National Bank Building
. St. Paul, Minnesota 551O( .
.'
1674205\>9
C-2
EXHIBIT D
CERTIFICATE OF COlVlPLETION
_ WHEREAS, the City o(E1k River, Minnesota (the "Grantor"), a municipal corporation
and politic subdivision of the State of Minnesota, by a Deed recorded in the Office of the County
Recorder or the Registrar of Titles in and for the County of Sherburne and State of Minnesota, as
Deed Document Number , has conveyed to MetroPlains Development,
LLC, a Minnesota limited liability company (the "Grantee") in the County of Sherburne and
State of Minnesota, the following legally described property to wit: '
See Attached Exhibit A
and
WHEREAS, said Deed incorporated and contained certain covenants and restrictions set'
forth in an Development Agreement dated December _, 2004 executed by and between the
Grantor and the Grantee (the "Development Agreement"); and
'VHEREAS, . the . Grantee has to the present date performed said covenants and
conditions insofar as it is able in a manner deemed sufficient by the Gremtor to permit the
execution and recording of this certification; ,
NOW, THEREFORE, this is to.certify that construction of the Minimum Improvements
specified tb be done and made by the 'Grantee have been completed and the above covenants of
the Grantee and .conditions in said Development Agreement with .respect to the construction of
the Minimum Improvements have been performed by the Grantee, and the County Recorder or
the Registrar of Titles in and for the County of Sherbume and State of ,Minnesota is hereby
authorized to' accept for recording and to record the filing of this instruni.ent, to be a conclusive
determination of the satisfaction of the obligations of the Grantee with respect to the construction
of the Minimum Improvements. Any remaining obligations under the Development Agreement
shall be s~lely contractual obligations of the Grantee, its successors and assigns under the
Development Agreement, shall not run with nor be alien against the Property and no owner of a
housing unit shall be obligated under the Develop~ent Agreement.
I 674205v9
D-l
IN WITNESS WHEREOF, the City has caused this Certificate of Completion to be
executed with by its duly authorized officer as of the _ day of 20 .
CITY OF ELK RIVER, MINNESOTA
By
Mayor.
By
Administrator
STATE OF MINNESOTA )
) ss
COUNTY OF SHERBURNE)
The foregoing instrument was acknowledged before me this _ day of
20_, by . .' the Mayor and . . , the Administrator of the
City of Elk River, Minnesota, a muni9ipal corporation and politic subdivision organized and
existing under the Co~titution and laws of the State of Minnesota, on behalf of said City.
Notary Public
1674205v9
D-2
EXHIBIT E'
FORM OF TAX INCRElVIENT REVENUE NOTE
No. R-1
$
UNITED STATES.QF ANIERICA
STATE OF MINNESOTA
COUNTY OF SHERBURNE
CITY OF ELK RNER, MINNESOTA'
TAX INCREMENT REVENUE NOTE, SERIES 200_
(METROPLAINS DEVELOPMENT, LLC PROJECT)
The City of Elk River, Minnesota (the "City"), hereby acknowledges itse1fto be indebted
and, for value rec~ived, hereby promises to pay the amounts hereinafter described (the "Payment
Amounts") to MetroPlains Development, LLC, a Minnesota limited liability company or its
registered assigns (the "Registered Owner"), the principal of
Dollars ($ ), but only in the manner, at the times, from the sources of revenue, and
to the extent hereinafter provided.
The principal amount of this Note shall equal from time to time the principal amount
stated abovy, as reduced to the extent that such principal shall have been paid in whole or in part
pursuant to ,the terms hereof. This Note is issued pursuant to that certain Development
Agreement, dated as of December " 2004~ as the same may be amended from time to time
(the "Development Agreement"), by and between the City and MetroPlains Development, LLC,
a Minnesota limited liability company (the "Company'!). The unpaid principal amount hereof
shall bear simple non-compounding interest from the date the Developer has proved to the City
that iLhas incurred arid paid Eligible Costs (as defined in the Development Agreement) in an
amount equal to the principal 'amount of tins Note at the rate of six and fifty hundredths percent
(6.50%) per annum. Interest shall be computed on the basis of a 360-day year of twelve (12) 30-
day months. '
The amounts due under this Note shall be payable on each February 1 and August 1,
commencing with the first February'l or August 1 occurring after the date of issuance of this
Note or, if the first should not bea Business Day (as defined in the Development Agreement) the
next succeeding Business Day (each, a "Payment Date"). On each Payment Date, the City shall
pay by check or draft mailed to the person that was the Registered. Owner of this Note at tile
close .ofthe last business day preceding such Payment Date an.amount equal to the Pledged Ta.'1{
Increment (as hereinafter defined) received by the City during the six month period preceding
such Payment Date. All payments made by the City under this Note shall first be applied to
accrued interest and then to principal. If Pledged Tax Increments are insufficient to pay any
accrued interest due, such unpaid interest shall be carried forward without interest.
The Payment Amounts due hereon shall be payable solely from 89% of the actual
Available Tax Increment received by'the City siij.ce the last Payment Date b~ed on the lesser of
the c~ent actual Market Value of the Minimum hnprovements (as defmed in the Development
I 674205v9
E-1
Agreement) as determined by the County Assessor or the County Assessor's Market Value ofthe
Minimunl Improvements as of the January 2 immediately following the Completion Date (the
"Pledged Tax Increment"). "Available Ta'{ Increment" means the portion of the real property
taxes generated by the Development Pr.operty (as such term is defined in the Development
Agreement) which Development Property ~s located within the Downtown Phase I Tax
Increment Financing District No. 22 which is actually remitted and retained by the City as tax
increment PlJTsuant to the provisions of Minnesota Statutes, Sections 469.174 through 469.1799,
as the same may be amended or supplemented from time to time (the "Ta'{ Increment Act").
This Note shall terminate-and be of no further force ahd effect following February 1, 2032 or
such later date as the 'City receives Available Tax -Increment as a result of the payment of real
property taxes' that were delinquent on February, 2032 (the "Final Payment Date") or any date
upon which the City shall have terminated the Development Agreement under Section 9.4(c)
thereof, or on the date that all principal and interest payable hereunder shall have been paid in
full; whichever occurs earliest. . This Note may be prepaid in whole or in part at any time without
penalty.
The City m~es no representation or covenant, express or implied; that the Pledged Ta'{
Increments will be sufficient to pay, in whole or in part, the amounts which are or may become
due and payable hereunder.
The City's payment obligations hereunder shall be further conditioned on the fact_that no
- D~veloper's Event of Default under Section 9.2 of the Development Agre~ment shall have
occurred and be continuing at the time payment is otherwise due hereunder, but such unpaid
amounts shall become payable, without interest accruing thereon in the meantime, if said Event
of Default shall thereafter have been cured; - and, further, if pursuant to the occurrence of an
Event of Default under the Development Agreement the City elects to cancel and rescind the
Development Agreement, the City shall h;ive no further debt or obligation under this Note
whatsoever. Reference is hereby made to all of the provisions of the Development Agreement,
for a fuller statement of the rights and obligations of the City to pay the principal of this Note
and the interest thereon, and said provisions are hereby incorporated into this Note as though set
out in full herein.
THIS NOTE IS A SPECIAL, LIMITED REVENUE OBLIGATION OF THE CITY
AND IS PAYABLE BY THE CITY ONLY FROlVI THE SOURCES AND SUBJECT TO
THE QUAL1FICATIONS STATED OR REFERENCED HEREIN. THIS NOTE IS NOT
A GENERAL OBLIGATION OF THE CITY OF ELK RIYER,lVlINNESOTA, AND
. - .
NEITHER THE FULL FAITH AND CREDIT NOR THE TAXING PO"VERS OF THE
-CITY ARE PLEDGED TO THEPAYlVIENT OF TH;E PRINCIPAL OF OR INTERE_ST
ON TIDS NOTE AND NO PROPERTY OR OTHER ASSET OF THE CITY, SAVE AND
EXCEPT THE ABOVE-REFERENCED TAX INCRE.MENTS, IS OR SHALL BE A
SOURCE OF PAYMENT OF THE CITY'S OBLIGATIONS HEREUNDER.
The Registered Owner shall never have or be deemed to have the right to-compel any
exercise of any taxing power of the City or of any other public body, and neither the City nor any
person executing or registermg this Note shall be liable personally hereon by reason of the
issuance or registration thereof or otherwise.
l674205v9
E~2
This Note is issued by the City in aid of financing a project pursuant to and in full
conformity with the Constitution and laws of the State of Minnesota, including the Tax
Increment Act.
This Note maybe assigned only with the prior written consent of the City. In order to
assign the Note, the assignee 'shallsurrender the same to the City either in eXGhange for.a new
fully registered note or for transfer of this Note on the registration records for'theNote
maintained by the City. Each permitted assignee shall take this Note subject to the foregoing
conditions and subject to all provisionS state4 or referenced herein.
IT IS ~REBY CERTIFIED AND RECITED that all acts, conditions, !illd 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 b~ll performed in regular and. due form, time, and manner as required by
law; and that this Note, together with all other indebtedness of fue City outstanding on the date
hereof and on the date of its actual issuance and delivery,. does not cause the indebtedness of the
City to exceed any constitutional or statutory limitation thereon.
167420Sv.9
E-3
IN WITNESS WHEREOF, the City of Elk River, Minnesota, by its City Council, has
caused this Note to be executed by the manual signatures of its Mayor and AdminIstrator and has
caused this Note to be issued on and dated , 200_"
I 674205v9
E-4
CITY OF ELK RIVER, MINNESOTA
By
Its Mayor
By
Its Admiriistrator
CERTIFICATION OF REGISTRATION
It is hereby certified that the foregoing Note, as originally issued on ,
200_, was on said date registered in the name of MetroPlains Development, LLC, a Minnesota
limited liability company, and that, at the request of the Registered Owner of this . Note, the
undersigned has this day registered the Note in the name of such Registered Owner, as indicated
in the registration blaIik below, on the books kept by the UD,dersignedforsuch purposes.
NAME AND ADDRESS OF
REGISTERED OWNER
DATE OF
REGISTRATION
SIGNATIJRE OF
ADMINISTRATOR
MetroPlains Development; LLC
1600 University Avenue, Suite 212
, 209_
St Paul, MN 55104-3825
1 674205v9
E-5
EXHIBIT F
FORM OF PARKING LOT NOTE
No. R-l
$
UNITEDSTATESOFAMEIDCA
STATE OF MINNESOTA
COUNTY OF SHERBURNE
CITY OF ELK RIVER, MINNESOTA
TAX INCREMENT REVENUE NOTE, SEIDES 200_
(METROPLAINS DEVELOPMENT, LLC PARKING LOT PROJECT)
The City of Elk River, Minnesota (the "City"), hereby acknowledges itself to be indebted
and, for value received, hereby promises to pay the ai:nounts hereinafter described (the "Payment
Amounts") to MetroPlains Development, LLC, a Minnesota limited liability company or its
. registered assigris (the "Registered Owner"), the principal of - -
Dollars ($ ), but only in the manner, at the times, from the sources of revenue, and
to the extent hereinafter provided.
The principal amount of this Note shall equal from time to time the principal amount
stated above, as reduced to the extent that such principal shall have been paid in whole or in part
pursuant to the terms hereof. This Note is issued pursuant to that certain Development
Agreement, dated a& of December _, 2004, as the same may be amended from time to time
(the "Development Agreement"),-by and between the City and MetroPlains Development, LLC,
a ~esota limited liability company (the "Company"). The unpaid principal amount hereof
shall bear simple non-compounding interest from the date of this Note at the rate of six and fifty
hundredths percent (6.50%) per annum. Interest shall be computed on the basis of a 360-day
year of twelve (12) 30-daymonths.
The amounts due under this Note shall be payable on each February 1 and August 1,
commencing with the first February 1 or August.1 occ~g after the date of issuange of this
Note or, if the first should not be a Business Day (as defined in the Development Agreement) the
next succeeding Business Day (each, a "Payment Date"). On each Payment Date, the City shall
pay by check or draft mailed to the person that was the Registered Owner of this Note at the
close of the last business day preceding such Payment Date an amount equal to the Parking Lot,
Pledged Ta..x -Increment (as heremafter defined) received by the City during the six month period
preceding ,such Payment Date. All payments made ,by the City under this Note shall first be
applied to accrued interest anq. then to principal. If Pledged Ta..x Increments are insufficient to
pay any accrued interest due, such unpaid interest, shall be carried forward without interest.
The Payment Amounts due hereon shall be payable solely from 6% of the actual
Available Tax Increment received by the City since the last Payment Date based on the lesser of
the current actual Market Value of the Minimum Improvements (as defined in the Development
Agreement) as determined by the County Assessor or the County Assessor's, ,Market Value of the
Minimum Improvements as of the January 2 immediately following the Completion Date (the
16742D5v9
F-l
"Pledged Tax Increment"). "Available Tax Increment" means the portion of the real property
taxes generated by the Development Property (as such term is defined 'in the Development
Agreem~nt) which Development Property is located within the Downtown Phase I Ta."{
Increment Financing District, No. 22 which is actually remitted and retained by the City as tax
increment pursuant to the provisions of Minnesota Statutes, Sections 469.174 through 469.1799,
as the same may be amended or supplemented from time to time (the "Tax Increment Act").
This Note shall terminate and be of no further force and effect following February 1, 2032 or
such later date as the City receives Available Tax Increment as a result of the payment of real
property ta.'<.es that were delinquent on February, 2032 (the "Final Payment Date") or any date
upon which the City shall have terminated the Development Agreement under Section 9.4( c)
thereof, or on ~he date that all principal and interest payable hereunder shall have been paid in
full, whichever occurs earliest. This Note may be prepaid in whole 'or in part at any time without
penalty.
The City makes no representation or covenant, express or implied, that the Pledged Tax
Increments will be sufficient to pay, in whole or in part, the amounts which are or may become
due and payable hereunder.
The City's payment obligations hereunder shall be further conditioned on the fact that no
Developer's Event of Default under Section 9.2 of the Development Agreement shall have
occurred and be continuing. at the time payment is otherwise due hereunder,. but such unpaid
amounts shall become payable, without interest accruing thereon in the meantime, if said Event
of Default shall thereafter have been cured; and, further, if pursuant to the occurrence of an,
Event of Default under the Development Agreement the City elects to cancel and rescind the
Development Agreement, the City shall have no further debt or obligation under this Note
whatsoever. Reference is hereby made to all of the provisions of the Development Agreement,
, for a fuller. statement of the rights and obligations of the City to pay the principal of this Note
and the interest thereon, and said provisions are hereby incorporated into this Note as though set
out in full herein.
THIS NOTE IS A SPECIAL, LIMITED REVENUE OBLIGATION OF TilE CITY
AND IS PAYABLE BY THE CITY ONLY FROM THE SOURCES AND SUBJECT TO
THE QUALIFICATIONS STATED OR REFERENCED HEREIN. THIS NOTE IS NOT.
A GENERAL OBLIGATION OF THE CITY OF ELK RIVER, lVIINNESOTA, AND
, ..
NEITHER THE FULL FAITH AND CREDIT NOR THE TAXING POWERS OF THE
CITY ARE PLEDGED TO THE PAYMENT OF THE PRINCIPAL OF OR INTEREST
ON THIS NOTE AND ,NO PROPERTY 'OR OTHER ASSET OF THE CITY, SAVE AND
EXCEPT THE ABOVE-REFERENCED T;LX INCREMENTS, IS OR SHALL BE A
SOURCE OF PAYMENT OF THE CITY'S OBLIGATIONS HEREUNDER. '
The Registered Owner shall never have or be deemed to have the right to compel any
exercise of any ta.'<.ing power of the City or of any other public body, and neither the City nOr any
person executing or registering this Note shall be liable personally hereon by reason of the
issuance or registration thereof or otherwise.
167420Sv9
F-2
This Note is issued by the City in aid of financing a project pursuant to and in full
conformity with the Constitutlon and laws of the State of Minnesota, including the Tax
Increment Act.
This Note maybe assigned only with the prior ~tten consent of the City. In order . tQ._
assign the Note, the assignee shall surrender the same to the City either in exchange for a new
fully registered note or for transfer of this Note on the registration records for the Note
maintained by the City. Each permitted assignee shall take this Note subject to the foregoing
conditions and subject to allprovlsions stated or referenced herein.
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 dl~,e form, time, and manner as required by
law; and that this Note, together with all other indebtedne.ss of the City outstanding on the date
hereof and on the date' of its .actual issuance and delivery, does not cause the. indebtedness of the
City to exceed any constitutional or statUtory limitation thereon.
167420Sv9
F-3
IN WITNESS WHEREOF, the City of Elk River, Minnesota, by its City Council, has
caused tins Note to be executed by the manual signatures of its Mayor and Administrator and has
caused this Note to be issued on and dated ,200_,
I 674205v9
CITY OF ELK RNER, MINNESOTA
. By
Its Mayor
By
Its Administrator
F-4
CERTIFICATION OF REGISTRATION
It is hereby certified that the foregoing Note, as originally issued on
200_, was on said-date registered in the name of MetroPlains Development, LLC, a Minnesota
limited'liability company, and that, at the request of the Registered Owner of this Note, the
undersigned has this day registered the Note in the name of such Registered Owner, as indicated
in the registration blank below, on the books kept by the undersigned for such purposes.
NAME AND ADDRESS OF
, REGISTERED OWNER
DATE OF
"
SIGNATURE OF
REGISTRATION
ADMINISTRATOR
MetroPlains Development, .LLC
,200_
1600 University Avenue, Suite 212
S1. Paul, MN 55104-3825
1674205v9
F-5
1674205v9
EXHIBIT G
ELIGIBLE COSTS
Acquisition Costs of the Bluff
Block Property
Relocation Costs and Expenses
Demolition
Site Improvements
G-I
EXHIBIT H
CONSTRUCTION SCHEDULE
Commencement of Substantial
Construction .
Completion of
Construction
Bluff Block Housing Project Within 60 days Within 425 days after
after the U.S. Bank Commencement of
parcel is vacated Construction
Bluff Block Commerc~al Project Within 60 days Within 425 days after
after the U.S. Bank Commencement of
parcel is vacated Construction
Jackson Block Housing Project Within 45 days Within 425 days after
after Closing on Commencemen~ of
Jackson Block Construction
r Property
Jackson Block Commercial Project Within 45 days Within 425 days aft~r
after Closing on Commencement of
Jackson BloGl,( Construction
Property
1 674205v9
H-l
1674205v9
EXHIBIT I
ESTIMATED SOURCES AND USES STATEMENT
~;iir;'S'OU'RCES-A\Ni[)~ ltJSESANJJiI?ROFrr. STAtEMENT
,Bluff Block Commercial and Condos
.,.;%;';:'7,;,:;CostSummary, "',. ::-Arnount c,)'i:.PE!fCent .
Land Acquisition
Site Work-Environmental, and Improvements $
Total Acquisition $
1,912,750
200,000
2,112,750
,~e.habn~~onlN~w, ~~n.~t!Y~~r1 ," . .d',d "d, ___,_ ,~,59,2,6~
; ~~:.~i~1~~i5;g~dgo~~~~~~r~i1i~~!~l~~~if(~1,~t~r;ll~.~~~,@4~~p~r~p~t.
Commercia] Co'nstritction anc{Tenant 1m proven-' '.' , {69{630
Contin en 426,159
Architectural and Engineering
Total ArchitecturaVEngineering
Sale Fees and Marketin
Total marketing
Interim Costs
Financing Fees'and Expenses
Total Carrying Costs
Environmental Consultants'
Total Special Consultants
Related Costs
Total Financin Costs
Condo Documents-Attorney and Survey
Total Title and Recordin
Total Other Soft Costs
Total Project Cost
'i~""\i,;,.~,..,1;"r;;;)fE>f;,:~;r":nl!;o'me Sl.,urrma
Total Sale Price of Units
Commercial Sale
$
355,000
355,000
'853,758
853,758
$
$
836,888
71,800
908;688 '
$
$
$
109,000
109,000
$
119,000
119,000
$
$
406,000
16,077,237
12.444,000
1,785,300
Equity Gap
Total Proceeds $
Project Cost $
Allowable Profit $ 1,049,915
;p.~rcei:\:e.ofe6~'l~tIMrn'~'ij%~t;~~~:;?;,iC'P;!~j,~#;'\~!~4\)'~~'~'\\r!' ~:;:~;re','53~/o;'
I-I
11,90%
1.24%
13.14%
53.45%
2.18%
10..52%
2,65%
0.00%
0.00%
0.95%
69.74%
2.21%
2.21%
5.31 %
5.31%
5.21 %
0.45%
5.65%
0,00%
0.00%
0.68%
,0.68%
0.74%
0.74%
2,53%
2.53%
100.00%
I 674205v9
EXHIBIT J
UPDATED SOURCES AND USES STATElVIENT
[To be provided prior to issuance of Tax. Increment Revenue Note]
J-1
EXHIBIT K
FINAL SOURCES AND USES STATElVIENT
[To be provided on Profit Determination Date]
1674205v9
K-l
1 674205v9
~.
EXHIBIT L
FORM OF PROFIT STATEMENT
f\~l!'SOURC'ES; AND;tJ'S:ESAMEl' f?ROFlrr:."SJAr1rEME~lr .~i
Bluff Block Commercial and Condos
,.<';;! ,. ,:>V{;tfr",.€:pstsum ritary:'~,~;"?'f.';:,;'#><~flj::\';i.,; i'Atil'ount " ,',::,!i;cPercent
Land Acquisition
Site Work-Environmental, and Improvements $
Total Acquisition $
1,912,750
200,000
2,112,750
Rehabilitation/New Construction 8,592,638
i~Ii}~~l~!~s[~~~~ml'I_llIt!r~1itaE~i"~w~1i~J~A~P~
Commercial Construction and Tenant Improverr 1,691,630
Contin ency 426,159
Architectural and Engineering
Total ArchitecturaVEngineering .
$
355,000
355,OOQ
Sale Fees and Marketing
Total marketing
$
853,758
853,758
Interim Costs
Financing Fees and Expenses
Total Carrying Costs
$
$
$
836,888
71 ,800
908,688
Environmental Consultants
Total Special Consultants
Related Costs
Total Financing Costs
109,000
109;000
$
Condo Documents-Attorney and Survey
Total Title and Recording
$
119,000
119,000
~~e~~~tS;~ql'ffie;rdl1l~~~~;[;~j'~~(~~~'ftl~l~~~~~~tr"~:tf~~r?0~$t.PDQ]
Total Other Soft Costs $ 406,000
Total Project cost
$
16,077,237
*":""'.)~*\;Z;~i;~.;i;i~';;"i'\;;;i::IR:COlr.re.Sum ma
Total Sale Price of Units
Commercial Sale
12,444,000
1,785,300
'7,~
Equity Gap 815,143
Total Proceeds $ 17,127,152
Project Cost $ 16,077,237
Allowable Profit $ 1,049,915
:percentFof'CaSt'1'''':t;IMIt.''ifjo~,,:,g:i:f,~j\!:;~(~i~~~';rS~~~'!ft~i!'~r~i~9'"6153PAW
L-I
11.90%
1.24%
13.14%
53.45%
2.18%
10.52%
2.65%
0.00%
0.00%
0.95%
69.74%
2.21%
2.21%
5.31%
5.31%
5.21%
0.45%
5.65%
0.00%
0.00%
0.68%
0.68%
0.74%
0.74%
2.53%
2.53%
100.00%
EXHIBIT IVl
FINAL PROFIT STATEIVlENT
[To be provided on Profit Determination Date]
1674205v9
M-l
167420Sv9
EXHIBIT N
FORlVl OF CASH FLOW STATEMENTS
:,m:~~lli~~l~~~H!.fSQ~;~T:e.~~M~~~~~~!{~~l~~
Jackson Block - Commercial
;SOUR.c.ESi
DEVELOPER FINANCING
DEVELOPER EQUITY
AMOUNT FINANCED
% OF TOTAL
71.61%
23.87%
95A8%
% OF FINANCE
71.61%
23.870/0
% OF TOTAL SUBTOTAL
Demolition 0.00 0.00% 0
Relocation 0.00 Cl.OO% 0
CONSTRUCTlON COSTS 1,014,000
Shops Shell 78.00 66.46% 1,014,000
TENANT IMPROVEMENTS 0
SOFT COSTS
PRED~LOPMENT COSTS 62,000
Architect & Civil 4.06% 62,000
CONSTRUCTION. COSTS 0
INTEREST EXPENSE 0
GOVERNMENTAL FEES 2,385
Park Dedication 0.16% 2385
LEGAL - Borrower 0 0
REAL ESTATE TAXES 0 0
FINANCING 147,603
Interim Costs 4.48% 68,378
Financing fees and expenses 2.720/0 41.425
Related Costs 1.49% 22,800
Syndication Costs 0.98% 15,000
LEASING $0.00 0 0
PROMOTION COSTS 0 0
7.83%
3.08%
119,395
46,996
119,395
46,996
Total Soft Costs
511,695
TOTAL USES
100.00%
1,525,695
N-l
i~},;:';:!~~~~t.E.F-f;a~L~It\I~~1.,iil~:i~i~}
Jackson Bleck - Commercial
PROJECT RSlENUEASSUMPl;IONS;
RENT PER TOTAL
SQ. FT. SQ. FT.
13.00 13,000
13,000
TYPE
Retail
Total Rental Income
Total Other Income
13,000
ANNUAL
REVENUE
169,000
169,000
o
o
169,000
~f?,~OJECT.DEBTASSIj:MFJ:lONS;;
Private Debt:
Amount of Bond-Loan
Term Of Bond-Loan
Rate of Bond-Loan
Monthly Payment
Annual Payment
JNFLAt.IO~ ASSUMPTIONS
YEAR
Rental Revenue'
Other Income
Expenses .
Vacan
MONTHS OPERATIN
2006
0.00%
0.00%
0.00%
7.00%
12
~
0.00%
0.00%
0.00%
7.00%
2008
0.00%
0.00%
0.00%
7.00%
1,092,525
20
6.75%
8,307
99,686
~
0.00%
'0.00%
0.00%
7.00%
WQ
0.00%
0.00%
Q.OO%
7.00%
Retail
Total Rental
Gross Revenue
Vacancies
Effective Income
).
.,' RERAT.INGS
CAM
Capital Exp/Reserve
MISC
TOTAL EXPENSES
NET OPERATING INCOME
ABATEMENT PAYMENTS
CASH FLOW AVAIL FOR DEBT SERVICE
DEBT SERVICE (-) - Private.
DEBT SERVICE (-) - City
CASH FLOW AFTER FINANCING
BEThIRNi aN"N~ESM\NN\dAb:;:: Wmitf12%"; "
RETURN ON INVES.-AVERAGE
91,000
6,500
5,000
102,500
145,670
o
145,670
99,686
o
45,984
'~:f'f'2!S3.t._,
12.63%
I 674205v9
91,000
6,500
5,000
102.500
145,670
o
145,670
99,686
o
45.984
'i",~+, ,i <\',;"1~j630~h
12. 63%
N-2
91, 000
6,500.
5,000
102,500
145,670
o
145,670
99,686
o
45,984
" < .0"":1:2.'68% , ,
12.63%
91,000
6,500
5,000
102,500
145,670
o
145,670
99,686
o
45,984
."-",:,;,;' 1*,63J>A,\.
12.63% .
91,000
6,500
5,000
102,500
145,670
o
145,670
99,686
o
45,984
,!..'~~,iif!'Z;f$3<%i
. 12.63%
;SOURCES~
t:;lji;;::;;;~,fhS{S.~,t.F.~~~~',~l~!~MJ~~I;;:;';;;~:;~,~
Jackson Block Rental Housing
% OF TOTAL TOTALS
First Mortgage-LMIR 19.94% 1,073,025
DEED Funds 7.43% 400,000
Greater Minnesota Funds 3.72% 200,000
i~~~J~~ei~ffi~mtl~k~;~:'~?:!!':::;\~;:'~M:i~.iJi~~1i:i~l~~U~J~.~j;!1.i:~Ji~~r:llil;1j~ij~llii:{'~1~t~~:
Limited Partner Investment 63.37% 3,409,835
Equity Gap 0.87% 46,716
TOTAL SOURCES 100.00% 5,380,577 J
Per Unit
% OF TOTAL SUBTOTAL
TOTALS
DEMO- SITE PREP 0.00
CONSTRUCTION COSTS 118,429
BUILDINGIlAND IMPROVEMENTS
Contingency
SOFT COSTS
PROFESSIONAL SERVICES
Architectural, Engineering & Professional Fees
APPRAISALS
INSURANCE
ACCOUNTING
CITY FEES
Park Dedication
REAL ESTATE TAXES
COST OF ISSUANCE
Interim Costs
Financing fees and expenses
Related Costs
Syndication Costs
PERMANENT LOAN
ACCRUED EXPENSES
LETTERS OF CREDIT
CLOSING COSTS .
PROJECT MANAGEMENT
CASH ACCOUNTS
2.85%.
Total Soft Costs
1,440,2:51
TOTAL USES
100.00%
5,380,577
1674205v9
N-3-
EXHIBIT 0
FINAL CASH FLO"V STATKMENTS
[To be provided on Cash Flow Determination Date]
1674205v9
0-1
I 674205v9
EXHIBIT P
OWNER UPGRADE OPTIONS
[To be provided upon submission of Construction Plans pursuant to Section 4.1]
P-1