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Home My WebLink AboutDRAFTS IN HAND AS OF 11-21-01 ` Ow s iu , S of l/ --21 - 01 /" °L ap/uL pag_ake, 4. .-ataeutof eyur 1 Piers-1M . ogle/ c_ ? w t ur _--- i =-Gid r / b lug N !mss vv-` I % -01 fit.6+444,ssO j f —d / S R-SW .. / 0 • 2-5- - 5Vt 7.01'j'tekTr �Q '?s -o/ 'u . rowcttiuetom -= 2-5 l'vo-te-rr6A-Cs‘ /Mr € v Esq" /( 11 - 0/ etc-/ 41. ,A -- S -01 u Vey +4 - /3 - 0/ pit.),(uu cro4cc.. Awkwefter Mike Gaffron - RE: Orono Woods Document Review/POS Sign-off Meeting Page 1 t From: "Catherine J. Courtney" <ccourtney@bestlaw.com> To: 'Likes, Steven C.- <SLikes@faegre.com>, "Jim_hoops_coop@email.msn.com"' <Jim_hoops_coop@email.msn.com>, "'shawnbeus@mediaone.net"' <shawnbeus@mediaone.net>, "'jchristoffel@christoffellaw.com"' <jchristoffel@christoffellaw.com>, "'rmoorse@ci.orono.mn.us'' <rmoorse@ci.orono.mn.us>, "'mgaffron@ci.orono.mn.us- <mgaffron@ci.orono.mn.us>, "Rosholt, Stephen C." <SRosholt@faegre.com>, "'rusty@ehlers-inc.com"' <rusty@ehlers-inc.com>, "'fcd_ddc@visi.com"' <fcd_ddc@visi.com>, "'djuran@mjsk.com"' <djuran@mjsk.com>, "'rmcginley@mjsk.com"' <rmcginley@mjsk.com>, "Morris E. Knopf' <mknopf@bestlaw.com>, "Catherine J. Courtney" <ccourtney@bestlaw.com>, "'tbarrett@hinshawlaw.com' <tbarrett@hinshawlaw.com>, "'jason.vanvleet@usbank.com' <jason.vanvleet@usbank.com>, "'gloriann.kessler@usbank.com" <gloriann.kessler@usbank.com>, "'csiiro@virchowkrause.com"' <csiiro@virchowkrause.com>, "'Ucommercial@firstam.com- <Ucommercial@firstam.com> Date: 11/12/01 5:25PM Subject: RE: Orono Woods Document Review/POS Sign-off Meeting Due to technical difficulties, a revised draft of the POS will not be circulated until Tuesday. Sorry for the inconvenience. Catherine > Original Message > From: Likes, Steven C. [SMTP:SLikes@faegre.com] > Sent: Monday, November 12, 2001 5:23 PM > To: 'Jim_hoops_coop@email.msn.com'; 'shawnbeus@mediaone.net'; > jchristoffel@christoffellaw.com'; 'rmoorse@ci.orono.mn.us'; > 'mgaffron@ci.orono.mn.us'; Rosholt, Stephen C.; Likes, Steven C.; > 'rusty@ehlers-inc.com'; 'fcd_ddc@visi.com'; 'djuran@mjsk.com'; > 'rmcginley@mjsk.com'; 'mknopf@bestlaw.com'; 'ccourtney@bestlaw.com'; > 'tbarrett@hinshawlaw.com'; 'jason.vanvleet@usbank.com'; > 'gloriann.kessler@usbank.com'; 'csiiro@virchowkrause.com'; > 'Ucommercial@firstam.com' > Subject: Orono Woods Document Review/POS Sign-off Meeting > Ladies and Gentlemen: > A meeting has been scheduled for Wednesday, November 14 at 9:00 a.m. to > review the final Preliminary Official Statement and the revised examined > financial forecast. The meeting will be held at Faegre & Benson's offices > on the 27th Floor of the Wells Fargo Center. Revised drafts of the POS and > the forecast are expected sometime today, and the underwriter would like > to > print the POS Wednesday evening/early Thurs. morning. It would be helpful > if a representative of each member of the financing group can make the > meeting. Please let me know if you plan to attend. If necessary, we could > accommodate a limited number of participants (2) via conference call. > Thanks much. > Steve Likes > Faegre & Benson LLP > 2200 Wells Fargo Center > Minneapolis, MN 55402 > (800) 328-4393 > (612) 766-8057 (direct) > (612) 766-1600 (fax) Mike Gaffron - RE: Orono Woods Document Review/POS Sign-off Meeting Page 2 a CC: "James C. Diracles" <jcdiracles@bestlaw.com>, "Daniel A. Kaplan° <dkaplan@bestlaw.com> Mike Gaffron -Orono Woods Drafting Meeting for Friday, Oct. 9 at 10:00 a.m. Page From: "Likes, Steven C." <SLikes@faegre.com> To: -Jirn_hoops_coop@email.msn.com- <Jim_hoops_coop@email.msn.com>, t"' "shawnbeus@mediaone.ne <shawnbeus@mediaone.net>, "jchristoffel@christoffellaw.com"' <jchristoffel@christoffellaw.com>, "rmoorse@ci.orono.mn.us- <rmoorse@ci.orono.mn.us>, "mgaffron@ci.orono.mn.us- <mgaffron@ci.orono.mn.us>, "Rosholt, Stephen C." <SRosholt@faegre.com>, "Likes, Steven C." <SLikes@faegre.com>, "'rusty@ehlers-inc.corn- <rusty@ehlers-inc.com>, "'fcd_ddc@visi.com"' <fcd_ddc@visi.com>, "'djuran@mjsk.com"' <djuran@mjsk.com>, 'rmcginley@mjsk.com' <rmcginley@mjsk.com>, "mknopf@bestlaw.corn- <mknopf@bestlaw.com>, "'ccourtney@bestlaw.com- <ccourtney@bestlaw.com>, "'tbarrett@hinshawlaw.com"' <tbarrett@hinshawlaw.com>, "'jason.vanvleet@usbank.com- <jason.vanvleet@usbank.com>, "'gloriann.kessler@usbank.com- <gloriann.kessler@usbank.com> Date: 11/5/01 3:37PM Subject: Orono Woods Drafting Meeting for Friday, Oct. 9 at 10:00 a.m. Ladies and Gentlemen: A meeting has been scheduled for this Friday, November 9 at 10:00 a.m. to discuss the overall status of the project and to review the bond documents and the offering documents. If a revised financial forecast can be circulated prior to that time. we would like to review/discuss that document as well. Please let me know if you will be able to attend. I've also attached a revised distribution list to this email. If there are additional changes/additions, let me know. Thanks much. Steve Likes Faegre & Benson LLP 2200 Wells Fargo Center Minneapolis, MN 55402 (800) 328-4393 (612) 766-8057 (direct) (612) 766-1600 (fax) «ORONO DISTRIBUTION LIST 10-12-01.doc» Mike Gaffron -Orono Woods Meeting - Friday Page 1 From: "Likes, Steven C." <SLikes@faegre.com> To: "'Jirn_hoops_coop@email.msn.com- <Jim_hoops_coop@email.msn.com>, "shawnbeus@mediaone.net"' <shawnbeus@mediaone.net>, "'jchristoffel@christoffellaw.com"° <jchristoffel@christoffellaw.com>, "rmoorse@ci.orono.mn.us- <rmoorse@ci.orono.mn.us>, "'mgaffron@ci.orono.rnn.us"' <mgaffron@ci.orono.mn.us>, "Rosholt, Stephen C." <SRosholt@faegre.com>, "Likes, Steven C." <SLikes@faegre.com>, "'rusty@ehlers-inc.com- <rusty@ehlers-inc.co-n>, "'fcd_ddc@visi.corn- <fcd_ddc@visi.com>, "'djuran@mjsk.com- <djuran@mjsk.com>, "rmcginley@mjsk.com- <rmcginley@mjsk.com>, "mknopf@bestlaw.com- <mknopf@bestlaw.ccm>, "`ccourtney@bestlaw.comm <ccourtney@bestlaw.com>, "tbarrett@hinshawlaw.corn- <tbarrett@hinshawlaw.com>, ""jason.vanvleet@usbank.com" <jason.vanvleet@usbank.com>, "'"gloriann.kessler@usbank.com- <gloriann.kessler@usbank.com>, "'csiiro@virchowkrause.com- <csiiro@virchowkrause.com> Date: 11/8/01 4:29PM Subject: Orono Woods Meeting - Friday To those who will be attending, a quick reminder about tomorrow's (Friday) meeting to review the status of the Orono Woods project and the accompanying documents. The meeting will start at 10:00 a.m. and will be held at Faegre's offices on the 27th Floor of the Wells Fargo Center. Revised underwriting documents were circulated yesterday afternoon. Revised bond documents have not been circulated, as the changes to the last versions have been fairly minimal. We will circulate a revised set following tomorrow's meeting. Steve Likes Faegre & Benson LLP 2200 Wells Fargo Center Minneapolis, MN 55402 (800) 328-4393 (612) 766-8057 (direct) (612) 766-1600 (fax) OCT-10-2881 11 26 MJSK INVESTMENT BANKERS 7638477328 P.81/82 Miler Johnion Steichen Kinnard 5500 Wayzata Boulevard 14th Floor Minneapolis, MN 55416 Phone: (763) 542-6000 Fax: (763) 847-7328 Telecopier Cover Sheet DATE: 1 0 (( D (0 TO: wt Cobtve ' /Chowv-i 6-evs -n wti V2 o ki Yh o o-se7V l/trk_ & q E✓o vj f-� �,S-Ee v6 L( Kes 12 cis r---A e(d Frari1 Our bot riloirr(ls Kvtor--Fl-i-rrtl L aror r C reit(' ' 1' r 0 FROM: Gl v(r0{ -10 (-cf. (763) 847- 737 TOTAL PAGES TO FOLLOW: 1 COMMENTS: The information to follow is of confidential nature and should be delivered to its intended recipient immediately. If you do not receive this fax in its entirety,please call Rhonda at(763)847-7338. OCT-18-2881 11 26 MJSK INVESTMENT BANKERS 7638477328 P.82/02 City of Orono, Minnesota Senior Housing Revenue Bonds • (Orono Woods Apartment Project) SEPTEMBER OCTOBER SM T WT F S _ SMTWT F S 1 1 2 3 4 5 6 2 3 4 5 6 7 8 7 5 9 10 11 12 13 9 10 11 12 13 14 15 14 15 16 17 18 19 20 16 17 18 19 20 21 22 21 22 23 24 25 26 27 23 24 25 26 27 28 29 28 29 30 31 30 NOVEMBER S MT WT F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 TIMETABLE 11:*T.]E mNT RESPONSIBLE PARTY September 25 Organizational Meeting-9:00 a.m.Faegre &Benson All October 15 First draft of bond documents/POS FB/B&F October 18 Drafting Session/9:00 a.m. Faegre&Benson All October 22 Second draft of bond documents/POS FB/B&F October 26 Print POS(including financial forecast and market study) B&M/MJSK October 30 Price Bond issue and open order period MJSK/Wedum October 31 Bond Purchase Agreement MJSK/Wedum November 7 Pre-close Bond issue All November 8 Close Bond issue;wire proceeds All PARTICIPANTS MJ SK Miller Johnson Steichen Kinnard—Minneapolis,Minnesota B&F Best and Flanagan,Underwriter's Counsel FB Faegre and Benson,Bond Counsel City City of Orono VK 'Virchow Krause GL Great Lakes Miller Johnson Steichen Kinnard, Inc. TOTAL P.82