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05-919Council F51e # �q�� Presented Referred To Green Sheet # � o a�a�� RESOLUTION OF SAINT PAUL, MINNESOTA ,� Committee Date City Council Resolution [Memorial Blood Centers] WFIEREAS: 1. The Port Authority of the City of Saint Paul (the "Port Authorit}�') t�as given its approval to the issuance of its Vaziable Rate Revenue Bonds (Ivlemorial Blood Centecs Project) Series 2005-7 (the `Bonds") inthe aggregate principal anwunt of $6,000,000. The proceeds ofthe Bonds will be loaned to Memorial Blood Centers, a Minnesota nonprofit corporafion ("Memorial Blood Centers") for its use in fmancing a project consisting of the acquisirion and renovation of a building located at 727 Pelham Boulevazd in Saint Paul, Minnesota (the "City") for use as a collecrion and dishibution faciliry, as well as for management offices (collectively the "ProjecP'). 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 2. I,aws ofMinnesota 1976, Chapter 234, provides that any issue ofrevenue bonds authorized by the Port Authority shallbe issued only withthe consent of the City Councff ofthe City of Saint Paul, by iesolurion adopted in accordance with law. 3. ApprovaloftheissuanceoftheproposedBondsbytheCityCouncilisalsorequiredbySection 147(� of the Intemal Revenue Code of 1986, as amended. 4. To meet the requirements of both state and federal law, the Port Authority has requested that the City Council gives its requisite approval to the issuance of ffie proposed Bonds by the Port Authority, subject to final appxoval of the details of said Bonds by the Port Authority. NOW, TT3EREFORE, BE IT RESOLVED by the CouncIl ofthe Ciry of Saint Paul that, in accordance with the requirements of Section 147(� of the Internal Revenue Code of 1986, as amended, and in accordance wixh Laws of Minnesota 1976, Chapter 234, the City Council hereby approves the issuance of the aforesaid Bonds by the Port Authority for the pucposes described in the Port Auffiority resolution adopted September 27, 2005, the exact details of which, including but not limited to, provisions relating to principal aznount, maturities, interest rates, discount, redemption, and the issuance of additional bonds aze to be detemrined by the Port Authority, and the City Councff heieby authorizes the issuance of any additional bonds (including iefunding bonds) by the Port Authoriry found by the Port Authority to be necessary for carrying out the purposes for wluch the aforedescribed Bonds are issued. Adopted: October � 2005 35088.v1 CS� Yeas Nays Absent Benanav ✓ Bostrom ✓ Harris ✓ Helgen ✓ ��, � Montgomery ✓ Thune i/ Ado� Ado� By: App� By: Form Approved by City Attomey 35088.v'I Reouested bv Deoartment of: . � Green Sheet Green Sheet Green Sheet Green Sheet Green Sheet Green Sheet � PA — POrtAUrhonry � o5-°t�1 ��-05 Green Sheet NO: 3028217 � 0 Assign 1 Number Z Fd Routin9 3 Oraer I a � 5 Contact Person & phorre: Pete qem Y243686 OS-OCT-0S Total # of SignaWre Pages _(Clip All Loeations for Signature) �rortwvmornv � lanni & Ecoe evtl renm[ 'r _ c�t �.ee I Ma Coundl I I Appioval of the issuaqce of approximately $5,010,000 of 501(c) (S) conduit taz exempt bonds for the pischase of Memorial Biood Centers' headquarteis and dis�bution cente� iocated az 727 Pelham BLvd. _ Planning Commission _ CIB Committee _ Civii Sernce Commission � 7. Has ihis persoNfirtn ever worked under a conhact for Mis deparlmeM? Yes No 2. Has thi5 person/firm ever been a city empioyee? Yes No 3. Does ihis persoNfirtn possess a 5kii1 not nortnally possessed by any cufrent aty employee? Yes Na Explain ail yes answare on separate sheet antl attach to graen sheet Initiating Problam, Issues, Opportunity (Who, What, When, Where, Why): Memoriai Blood Centers has outgcown i1s Minneapolis faciliTy and it needs a more cenhal locarion AtivantaAe5lFApproved: The issuance of the bonds wil] aliow Memorial Blood Centers to improve the collection and dishabution of blood sernces provided to Saint Paul ruidents and bring 240 jobs m St. Paul. Disativanqpes If Approvetl: None DisativanqAes If Not Approved: The collechon and dsifriburion of life saving blood m St. Paul will be less efficient. V�7mnsaction: 5010000 CosHRevenueBUdgeted: Funtltng Souree: pOf[ AUthOnly 501(C)(3) AeGViry N�mber. Financjal Information: conduit t2x exempt (EZplain) bonds 05-1t� s�rPAr� PORTA�17'HOR�TY rur: u�� r : .] 7r`ii1 TO: Board of Commissioners DA'I'E: Sept. 21, 2005 (Meeting of September 27, 2005) FROM: Peter M. Klein � Laurie J. Hansen Kenneth R. Joh o SUBJECT: MEMORIAL BLOOD CENTERS AUTHORIZATION FOR AN APPROXIMATE $5,010,000 501(c)(3) CONDUIT TAX EXEMPT BOND ISSUE PUBLIC HEARING RESOLUTION NO. 4148 ACTfON REQUESTED Approval for the issuance of approximately $5,010,000 of 501{c)(3) conduit tax exempt bonds for Memorial Blood Centers (MBC). PUBLIC PURPOSE Bond proceeds will provide funding necessary for MBC to more efficiently collect and distribute blood supplies. BUSINESS SUBSIDY The proposed issuance of bonds is for a not-for-profit organization and is exempt from treatment as a business subsidy. BACKGROUND MSC is moving its headquarters, and approximately 240 empioyees, from Minneapolis to Saint Paul. The new headquarters wili be at 727 Pelham Boulevard, a building located within the Twin City Testing tax increment district and which was previously financed by the Port Authority. Attached is a report out{ining the terms of the ta�c exempt bond issue. POLICY EXCEPTIONS There are not any exceptions. WORKFORCE IMPLICATIONS MBC will bring approximately 240 jobs to Saint Paul. DISCLdSURE The Port Authority Commissioners by SEC rules are obligated to disclose any risks of facts you may be aware of that would affect the probability of repayment on these bonds. RECOMMENDATION We recommend approval of this transaction. 34974.v1 ���� Action Reauested: Proiect Summarv: Tvpe: Term Interest Rate: Issuer Borrower Underwriter Borrowers Counsel: Underwriter's Counsel Bond Counsel MEMORIAL BLOOD CENTERS Approval of the issuance of an approximate $5,Q1 �,000 conduit tax exempt bond issue for Memoriai Blood Centers. Series 2005-8 - $4,500,000 Series 2005-9 - $510,000 Fixed limited offering ($100,000 minimum) bonds Series 2005-8 - 15 years Series 2005-9 - 5 years Series 2005-8 — approximately 5.00% Series 2005-9 — approximately 3.40% Saint Paul Port Authority Memorial Blood Centers Wells Fargo Brokerage Services, LLC Gray Plant Mooty Mooty & Bennett, P.A. Dorsey & Whitney, LLP Leonard Street & Deinard The Companv: During World War ii, the need for a coordinated system to receive, store and distribute blood became obvious. To fill that need, several sponsoring organizations founded the Minneapolis War Memorial Blood Bank in 1948. Memorial Slood Centers is a nationaffy known, locally operated, non-profit community blood center that serves 36 hospitals in the Twin Cities metro area, northem Minnesota and northwestern Wisconsin. The Proiect: The Bond proceeds will be loaned to the borrower and used to purchase and improve a bui{ding at 727 Pelham Boulevard. This property has a recorded lien requiring the payment of taxes through the end of the Twin City aas�a.vi Ch-�t9 Testing TIF District and MBC wiil assume this recorded 4ien and can choose to either continue to make semi- annual payments or to make a lump sum payment to pay off the associated outstanding debt. Estimated Sources And Uses of Funds: Sources of Funds Bond Proceeds Use of Funds Purchase of Building Renovation of Building $ 5..010.000 $ 4,500,000 510,000 Total $ 5.010.000 Fees: The Port Authority will receive a fee of ten basis points annually on the outstanding principal beginning in the second year. Conduit Financinq: The bonds will be a conduit financing of the Authority and will not constitute or give rise to a liability of the Authority, the City of Saint Paul, or the State of Minnesota or a charge against their general credit or taxing powers. Recommendation: We recommend approval of authorizing the issuance of approximately $5,010,000 of conduit bonds on behalf of Memoria{ Blood Centers. aas�a.�� OS Resolurion No. 414 8 RESOLUTTON OF THE PORT AUTAORITY OF THE CITY OR SAINT PAUL li� '1 : ��.yi 1. It has been proposed that the Port Authority of the City of Saint Paul (the "Port Authorit}�') issue one or more Commercial Revenue Notes (collectively the `2Vote") in an aggregate principal amount of up to approximately $b,000,000 and tkat the proceeds of such Note be loaned to Memorial Blood Centers, a Minnesota nonprofit corporation ("Memorial Blood Centers") for its use in financing a project consisting of the acquisition and renovarion of a building located at 727 Pelham Boulevard in Saint Paul, Mimiesota (the "Cit}�') for use as a collection and distribution facility, as weil as for management offices (collectively the "Project"). 2. The Note will be issued and secured by the terms of a Loan Agreement (the "Loan AgreemenY') between the Port Authority and Memorial Blood Centers, and sold to Wells Fargo Brokerage Services, LLC (the "Lender"}. Memorial Blood Centers will agree to repay the Note in specified amounts and at specified times sufficient to pay in fuil when due the principal of, premiuxn, if any, and interest on the Note. In addifion, the Loan Agreement will contain provisions relating to the maintenance and operation of the Project, indexnnification, insurance and other agreements and covenants which are required or permitted by the Act and which the Port Authority, Memorial Blood Centers and the Lender deem necessary or desirable for the financing of the Project. 3. The Port Authority has been advised by Memoriai Blood Centers that the economic feasibility of operating the Project would be significantly reduced without the proposed revenue bond financing, and that it has been acting to date in anticipation of the auailability of tax exempt financing for tl�e Project. 4. The Port Authority desires to: promote the general welfare of the City and the metro east community; enhance the image and reputation of the City and metro east community; provide health care facilities needed in the City and reduce the cost of bonowing far the Project, and the issuance of the Note to finance the Project will assist in achieving those objectives. 5. The Port Authority's Credit Committee has given its approval to the proposed issuance of the Note. 6. Pursuant to the requirements of Section 147(f� of the Internal Revenue Code of 1986, as amended, and pursuant to a norice published by the Port Authoriry not less than 15 days prior to the public hearing, a public hearing was heid on September 27, 2663702 OS 2005 on the issuance of the Note, at which public hearing all persons were given an opportunity to speak. 7. The Note and the interest on the Note shall be payable solely from the revenue pledged therefor and the Note shall not constitute a debt of the Port Authority within the meaning of any constitutional or statutory limitation of indebtedness, nor sha11 the Note consritute nor �ve rise to a pecuniary liability of the Port Authority or the City or a charge against their general credit or taYing powers and shall not constitute a chazge, lien or encumbrance, legal or equitable, upon any properiy of the Port Authority or the City other than their interest in said Project. 8. It is intended that interest on the Note be excluded from gross income of the holders thereof for federal income tax purposes. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COMMISSIONERS OF TIIE PORT AUTHORTTY OF THE CITY OF SAINT PAUL, AS FOLLOWS: I. Generai Authorization A. On the basis of informafion available to the Port Authority it appears, and the Port Authority hereby finds, that: the Project constitutes properties, used or useful in connection with one or more revenue producing entexprises engaged in any business within the meaning of the Minnesota Statutes, Chapter 469 (the "AcY'); the Project fiirthers the purposes stated in the Act; and it is in the best interests of the port district and the people of the City of Saint Paul, Minnesota and in fiu of the general plan of development to assist Memorial Blood Centers in financing the Project. B. For the purpose of fmancing the Project, and paying certain costs of issuance and other expenses in connection with the issuance of the Note, and provided that the Project and its financing receive approval by the Departsnent of Employment and Economic Development ("DEED"), the Port Authority hereby authorizes the issuance, sale and delivery of the Note in an aggregate principal amount of approximately $6,000,000 to the Lender. The Note shall be in such principal amount, bear interest at such rate, mature, and be subject to redemption grior to mahxrity as shall be detemiined by the President and the Chief Financial Officer of the Port Authority and Bond Counsel. C. Neither the Note, nor the interest thereon, sha11 constitute an indebtedness of the Port Authority ar the City within the meaning of any cons6tutional or statutory debt limitarion; nor shall they constitute or give rise to a pecuniary liability of the City or the Port Authority or a charge against their general tasing powers and neither the full faith and credit nor the general taxing powers of the City or the Port Authority is pledged to the payment of the Note or interest thereon. 2663702 o5-�,t� D. Forms of the following documents have been submitted to the Port Authority for review and/or approval in connecrion with the sale, issuance and delivery of the Note: 1. the L,oan Agreement; 2. the £orm of the Note; 3. a Pledge Agreement (the "Pledge AgreemenY') to be entered into between the Port Authority and Lender, pursuant to which the Port Authority will pledge and grant a security interest in all of its right, title and interest in the Loan Agreement to the Lender (except for certaiu rights of indemnification and to reimbursement for certain costs and expenses); 4. a Mortgage, Security Agreement, Assignment of Leases and Rents and Fixture Financing Statement (the "Mortgage") to be executed by Memorial Blood Centers in favar of the Lender, pursuant to which Memorial Blood Centers will secure payment of amounts due under the Loan Agreement and Note by granting to the Lender a mortgage and security interest in the property described therein; and 5. a Disbursing Agreement (the "Disbursing AgreemenY') to be entered into between Memorial, the Lender and a ritle insurance company acceptable to the Lender. (collectively, the "Documents"). E. It is hereby found, detennined and declared that: 1. The issuance and sale of the Note, the execution and delivery by the Port Authority of the Documents, as applicable, and the performance of all covenants and agreements of the Port Authority contained in the Documents, as applicable, and of all other acts and things required under the Constitution and laws of the State of Minnesota to make the Documents and the Note valid and binding obligations of the Port Authority in accordance with theiz terms, are authorized by the Act; 2. It is desirable that the Note be issued by the Port Authority upon the general terms set forth in the Documents, as applicable; 2663702 3 ('jS l`� 3. Under the provisions of and as provided in the Documents, the I�iote is not to be payable from or a chazge upon any funds other than the revenues pledged to the payment thereof; no holder of the Note shall ever have the right to compel any exercise by the City or the Port Authority of its t�ing powers to pay the Note or the interest or premium thereon, or to enforce payment thereof against any properry of the City or the Port Authority except the interests of the Port Authority and the City which have been pledged to the payment thereof by the Documents; the Note shall not constihxte a chazge, lien or encumbrance, legal or equitable, upon any property of the City or the Port Authority except the interests of the Port Authority and the City which have been pledged to the payment thereof by the Documents; the Note shall recite that it is payable, including interest thereon, solely from the revenues pledged to the payxnent thereof; and the Note shall not constitute a debt of the City or the Port Authority within the meaning of any constitutional or statutory limita6on. F. The forms of the Documents and exhibits thereto are approved substantially in the forms submitted and on file in the offices of Port Authority, with such subsequent changes as may be approved by Port Authority management and Bond Counsel as contemplated by paragraphs B and H. The Chair and Secretary of the Port Authority, or such other officer as may be appropriate in the absence of either the Chair or Secretary, are hereby authorized to execute the Documents (to the extent the Port Authority is a pariy thereto) in substantially the forms submitted, as modified pursuant to paragraphs B and H, and any other documents and certificates which in the opinion of Port Authority management and Bond Counsel aze necessary to the transaction herein described. The execufion of any instrument by the appropriate officer or officers of the Port Authority herein authorized shall be conclusive evidence of the approval of such docuxnents in accordance with the terms hereof. The execurion of any documents necessary for the transacfion herein described by individuals who were at the time of execution thereof the authorized officers of the Port Authority shatl bind the Port Authority, notwithstanding that such individuals or any of them has ceased to hold such office or offices prior to the authentication and delivery of the Note. Copies of all of the documents necessary to the transaction described shall be delivered, filed and recorded as provided herein and in the Loan Agreement. G. The President and other officers of the Port Authority are authorized and directed to prepaze and fiunish to the Lender and Bond Counsel certified copies of proceedings and records of the Port Authority relating to the issuance of the Note and ofl�er transactions herein contemplated, and such other affidavits and certificates as may be required to show the facts relating to the legality of the Note and the other transactions herein contemplated as such facts appear from the books and records in the officers' custody and controi or as otherwise known to them; and all such certified copies, certificates and affidavits, including any heretofore furnished, shall constitute representations of the Port Authority as to the truth of all statements contained therein. 2b637�2 � OS-�,�q H. The approval hereby given to the various Documents referred to above includes approval of such addiuonal details therein as may be necessary and appropriate, and such modifications thereof, deletions therefrom and additions thereto as may be necessary and appropriate and approved by the Port Authority's President and Chief Financial Officer; and includes approval of, among other things: l. the finai principal amount of the Note, provided that such principal amount shall not exceed $6,000,000; 2. the interest rate or rates to be bome by the Note provided that the maximum annual interest rate shall be 6%; 3. the establishment of the maturity schedule and call provisions to be applicable to the Note provided that the final maturity of the Note shail not be later than December 31, 2020; and 4. such related instruments as may be required to sarisfy the conditions of the Lender. I. The Port Authority aclrnowledges that the Lender may grant participation interests in the Note to other fmancial insritutions in principal amounts of at least $100,000. II. The Note J. Before delivery of the Note, there shall be filed with the Lender (except to the extent waived by the I,ender) the following items: (a) an executed copy of each of the following docutnents: (1) theI.oanAgreement; (2) the Pledge Agreement; (3) the Mortgage; (b) an opuuon of counsel for Memorial Blood Centers as prescribed by the Lender and Bond Counsel; (c) the opiruon of Bond Counsel as to the validity and taac-exempt status of the Note; (d) such other documents and opinions as Bond Counsel may reasonably require for purposes of rendering its opinion required in (c) above or that the L,ender may reasonably require for closing. 2663702 5 a5-��°� K. The Port Authority wi11 cause to be kept at the offices of the Port Authority a Note Register in which, subject to such reasonable rea lations as it may prescribe, the Port Authority shall provide for the regish of transfers of ownership of the Note. The Note shall be initially registered in the name of the Lender and shall be transferable upon the Note Register by the L,ender in person or by its agent duly authorized in writing, upon surrender of the Note together with a written instriunent of transfer satisfactory to the Port Authority, duly executed by the L,ender or its duly authorized agent. The Port Authority may require, as a precondition to any transfer, that the transferee provide evidence to the Port Authority that the transferee is a financial institution or other accredited investor under the securities laws. The following form of assigunent shall be sufficient for said purpose. For value received hereby sells, assigns and transfers unto the attached Note of the Port Authority of the Ciry of Saint Paul, and does hereby irrevocably constitute and appoint attomey to hansfer said Note on the Books of said Port Authority, with full power of subsriturion in the premises. The undersigned certifies that the transfer is made in accordance with Section 2.8 of the Resolurion authorizing the issuance of the Note. Registerea owaer Upon such transfer the Port Authority sha11 note the date of registration and the name and address of the new Lender in the Note Register and in the registration blank appearing on the Note. L. In case the Note sha11 become mutilated or be destroyed or lost, the Port Authority shall, if not then prohibited by law, cause to be executed and delivered a new Note of like outstanding principal amount, number and tenor in exchange and substitution for and upon cancellation of such mutilated Note, or in lieu of and in subsritution for such Note desiroyed or lost, upon the Lender's paying the reasonable expenses and charges of the Port Authority in connection therewith, and in the case of a Note destroyed or lost, the filing with the Port Authority of evidence satisfactory to the Port Authority with indexnnity satisfactory to it. If the mutilated, destroyed or lost Note has already matured or been called for redemption in accordance with its terms it shall not be necessary to issue a new Note prior to payment. M. The Port Authority may deem and treat the person in whose name the Note is last registered in the Note Register and by notation on the Note, whether or not the Note shall be overdue, as the absolute owner of the Note for the purpose of receiving payment of or on account of the principal balance, redemption price or interest and for all other purposes whatsoever, and the Port Authority shall not be affected by any notice to the contrary. 2663702 6 a5-��� N. The Note will be issued without being registered under state or other securiries laws, pursuant to an exemption for such issuance; and accordingly the Note may not be assigned or transferred in whole ar in part, nor may a participarion interest in the Note be given pursuant to any participarion agreement, except as an exempt security or as an exempt transaction. III. Miscellaneous O. The authority to approve, execute and deliver future amendments to finaucing documents entered into by the Port Authority in connection with the issuance of the Note and the other transactions herein contemplated, is hereby delegated to the President of the Port Authority, provided that: (a) such amendments do not require the consent of the Lender or if required, such consent has been obtained; (b) such amendments do not materiaily adversely affect the interests of the Port Authority as the issuer of the Note; (c) such amendments do not contravene or violate any policy of the Port Authority; and (d) such amendments are acceptable in form and substance to Bond Counsel. The execution of any instrwnent by the President of the Port Authority shall be conclusive evidence of the approval of such inshuments in accordance with the terms hereof. P. No covenant, stipulation, obligation or agreement contained herein or in the Documents shall be deemed to be a covenant, stipulation, obligation or agreement of any member of the Board of Commissioners of the Port Authority, or any officer, agent or employee of the Port Authority in that persons individual capacity, and neither the Board of Commissioners nor any officer executing the Note shall be liable personally on the Note or be subject to any personal liability or accountabiliry by reason of the issuance thereof. Q. If any provision of this Resolution shall be held or deemed to be or shall, in fact, be inoperative or unenforceable as applied in any particular case in any jurisdiction or }urisdicfions or in all jurisdictions or in all cases because it conflicts with any provisions of any constitution or statute or rule or public policy, ar for any other reason, such circumstances sha11 not have the effect of rendering the provision in question inoperative or unenforceable in any other case or circumstance, or of rendering any other provision or provisions contained herein invalid, inoperative, or unenforceable to any extent whatever. The invalidity of any one or mare phrases, sentences, clauses or paragraphs contained in this Resolution shall not affect the remaining portions of this Resolution or any part thereof. R. The Note does not qualify as a"qualified tax-exempt obligation" within the meaning of Section 265(b)(3) of the Code. S. The actions of Port Authority management in causing the publicarion of the notice of public hearing, and in the preparation of the Documents, are hereby ratified and confirmed. 2663702 7 DS-q,�� Adopted: September 27, 2005 ATTEST: By Its Secretary PORT AUTHORITY OF THE CTTY OF SAINT PAUL Its Chair 2663702 $