HomeMy WebLinkAbout08-12-10 IV. b. Authorization: Pay As You Go Note – TIF District No. 5MEMORANDUM
TO:
Charlene Stark
FROM:
Mary Ippel
DATE:
August 3, 2010
RE:
REIMBURSEMENT RESOLUTION
Enclosed is a resolution for consideration by the Board of Commissioners of the Hastings
Economic Development and Redevelopment Authority at the board meeting to be held on
August 12, 2010. The Resolution authorizes the Treasurer of the Board to make periodic
Declarations of intent to reimburse expenditures from Bonds (the form is in Exhibit A to the
Resolution). The general requirements of the tax regulations relating to reimbursing
expenditures are as follows:
1. the Declaration must be made no later than sixty days after payment of project
costs;
2. the Declaration must contain (a) a reasonable description of the project and (b) the
maximum principal amount of bonds expected to be issued for the project. You will need to fill
in a description for the project in paragraph 2 and a dollar amount in paragraph 3 on Exhibit A;
and
3. the bonds must be issued within the later of (a) 18 months after the payment, or
(b) the date the project is placed in service, but not more than three years after the payment.
A Declaration is not required for preliminary and engineering costs as long as those costs
do not exceed twenty percent of the bonds.
If you have any questions, please call me.
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RESOLUTION NO. ________
RESOLUTION ESTABLISHING PROCEDURES
RELATING TO COMPLIANCE WITH REIMBURSEMENT BOND
REGULATIONS UNDER THE INTERNAL REVENUE CODE
BE IT RESOLVED by the Board of Commissioners of the Hastings Economic
Development and Redevelopment Authority of the City of Hastings, Minnesota ("the
Authority"), as follows:
1.Recitals.
(a)The Internal Revenue Service has issued Treasury Regulations, Section
1.150-2 (as the same may be amended or supplemented, the "Regulations"), dealing with
"reimbursement bond" proceeds, being proceeds of bonds used to reimburse the
Authority for any project expenditure paid by the Authority prior to the time of the
issuance of those bonds.
(b)The Regulations generally require that the Authority (as the issuer of or
the primary obligor under the bonds) make a declaration of intent to reimburse itself for
such prior expenditures out of the proceeds of subsequently issued bonds, that such
declaration be made not later than 60 days after the expenditure is actually paid, and that
the bonding occur and the written reimbursement allocation be made from the proceeds
of such bonds within 18 months after the later of (1) the date of payment of the
expenditure or (2) the date the project is placed in service (but in no event more than 3
years after actual payment).
(c)The Authority heretofore implemented procedures for compliance with the
predecessor versions of the Regulations and desires to amend and supplement those
procedures to ensure compliance with the Regulations.
(d)The Authority's bond counsel has advised the Authority that the
Regulations do not apply, and hence the provisions of this Resolution are intended to
have no application, to payments of Authority project costs first made by the Authority
out of the proceeds of bonds issued prior to the date of such payments.
2.Official Intent Declaration. The Regulations, in the situations in which they
apply, require the Authority to have declared an official intent (the "Declaration") to reimburse
itself for previously paid project expenditures out of the proceeds of subsequently issued bonds.
The Board of Commissioners hereby authorizes the Treasurer to make the Authority's
Declarations or to delegate from time to time that responsibility to other appropriate Authority
employees. Each Declaration shall comply with the requirements of the Regulations, including
without limitation the following:
(a)Each Declaration shall be made not later than 60 days after payment of the
applicable project cost and shall state that the Authority reasonably expects to reimburse
itself for the expenditure out of the proceeds of a bond issue or similar borrowing. Each
Declaration may be made substantially in the form of the Exhibit A which is attached to
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and made a part of this Resolution, or in any other format which may at the time comply
with the Regulations.
(b)Each Declaration shall (1) contain a reasonably accurate description of the
"project," as defined in the Regulations (which may include the property or program to be
financed, as applicable), to which the expenditure relates and (2) state the maximum
principal amount of bonding expected to be issued for that project.
(c)Care shall be taken so that the Authority, or its authorized representatives
under this Resolution, not make Declarations in cases where the Authority doesn't
reasonably expect that reimbursement bonds will be issued to finance the subject project
costs, and the Authority officials are hereby authorized to consult with bond counsel to
the Authority concerning the requirements of the Regulations and their application in
particular circumstances.
(d)The Board of Commissioners shall be advised from time to time on the
desirability and timing of the issuance of reimbursement bonds relating to project
expenditures for which the Authority has made Declarations.
3.Reimbursement Allocations. If the Authority is acting as the issuer of the
reimbursement bonds, the designated Authority officials shall also be responsible for making the
"reimbursement allocations" described in the Regulations, being generally written allocations
that evidence the Authority's use of the applicable bond proceeds to reimburse the original
expenditures.
4.Effect. This Resolution shall amend and supplement all prior resolutions and/or
procedures adopted by the Authority for compliance with the Regulations (or their predecessor
versions), and, henceforth, in the event of any inconsistency, the provisions of this Resolution
shall apply and govern.
Adopted on August 12th, 2010, by the Board of Commissioners of the Hastings
Economic Development and Redevelopment Authority of the City of Hastings, Minnesota.
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CERTIFICATION
The undersigned, being the duly qualified and acting President of the Hastings Economic
Development and Redevelopment Authority of the City of Hastings, Minnesota, hereby certifies
the following:
The foregoing is true and correct copy of a Resolution on file and of official, publicly
available record in the offices of the Authority, which Resolution relates to procedures of the
Authority for compliance with certain IRS Regulations on reimbursement bonds. Said
Resolution was duly adopted by the governing body of the Authority (the "Board of
Commissioners") at a regular meeting of the Board of Commissioners held on August 12, 2010.
The Board of Commissioners meeting was duly called, regularly held, open to the public, and
held at the place at which meetings of the Board of Commissioners are regularly held. Member
_________________ moved the adoption of the Resolution, which motion was seconded by
Member ____________________. A vote being taken on the motion, the following members of
the Board of Commissioners voted in favor of the motion to adopt the Resolution:
and the following voted against the same:
Whereupon said Resolution was declared duly passed and adopted. The Resolution is in full
force and effect and no action has been taken by the Board of Commissioners which would in
any way alter or amend the Resolution.
WITNESS MY HAND officially as the President of the Hastings Economic
Development and Redevelopment Authority of the City of Hastings, Minnesota, on August 12,
2010.
____________________________________
President
Hastings Economic Development and
Redevelopment Authority
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EXHIBIT A
Declaration of Official Intent
The undersigned, being the duly appointed and acting Treasurer of the Hastings
Economic Development and Redevelopment Authority of the City of Hastings, Minnesota (the
"Authority"), pursuant to and for purposes of compliance with Treasury Regulations, Section
1.150-2 (the "Regulations"), under the Internal Revenue Code of 1986, as amended, hereby states
and certifies on behalf of the Authority as follows:
1.The undersigned has been and is on the date hereof duly authorized by the Board
of Commissioners of the Authority to make and execute this Declaration of Official Intent (the
"Declaration") for and on behalf of the Authority.
2.This Declaration relates to the following project, property or program (the
"Project") and the costs thereof to be financed:
3.The Authority reasonably expects to reimburse itself for the payment of certain
costs of the Project out of the proceeds of a bond issue or similar borrowing (the "Bonds") to be
issued after the date of payment of such costs. As of the date hereof, the Authority reasonably
expects that $____________ is the maximum principal amount of the Bonds which will be
issued to finance the Project.
4.Each expenditure to be reimbursed from the Bonds is or will be a capital
expenditure or a cost of issuance, or any of the other types of expenditures described in Section
1.150-2(d)(3) of the Regulations.
5.As of the date hereof, the statements and expectations contained in this
Declaration are believed to be reasonable and accurate.
Date: ____________, 2010.
_______________________________________
Treasurer
Hastings Economic Development and
Redevelopment Authority
A-1
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