HomeMy WebLinkAbout1982-3602,OD8-9
8/10/82
RESOLUTION NO. 82-360
RESOLUTION OF THE MAYOR AND COMMON COUNCIL
OF THE CITY OF SAN BERNARDINO DECLARING ITS
ELECTION TO HAVE THE $10,000,000 LIMITATION OF
SECTION 103(b)(6)(D) OF THE INTERNAL REVENUE CODE
OF 1954, AS AMENDED, APPLIED TO THE ISSUANCE OF
AN INDUSTRIAL DEVELOPMENT REVENUE NOTE ISSUED
BY SAID CITY PURSUANT TO AN APPLICATION
THEREFOR FILED BY DOANE PRODUCTS COMPANY, A
MISSOURI CORPORATION, AND DIRECTING THAT A
STATEMENT OF SUCH ELECTION BE FILED WITH THE
DISTRICT DIRECTOR OF INTERNAL REVENUE FORTH-
WITH (DOANE PRODUCTS COMPANY)
WHEREAS, there has been filed with the City an Application pursuant
to the provisions of Ordinance No. 3815, as amended, of said City, by Doane
Products Company, a Missouri corporation, requesting the issuance of an Industrial
Development Revenue Note in the principal amount of $4,500,000 (the "Note") for
the construction and permanent financing for the construction of a 50,000 square
foot manufacturing facility and warehouse for the production of dry pet food as
more particularly described in said Application; and
WHEREAS, the provisions of Section 103(b)(6)(D) of the Internal
Revenue Code of 1954, as amended, and the regulations promulgated and proposed
thereunder (the "Regulations") apply to the issuance of such a Note; and
WHEREAS, in order that said Note be exempt under the provisions of
Section 103(b) of said Internal Revenue Code and said Regulations thereunder as a
tax-exempt municipal obligation, it is necessary that the Mayor and Common
Council, as the issuing body of said Note on behalf of the City, make an election
pursuant to said Section 103(b)(6)(D) in the manner hereinafter set forth.
NOW, THEREFORE, THE MAYOR AND COMMON COUNCIL OF THE
CITY OF SAN BERNARDINO DO HEREBY FIND, RESOLVE, DETERMINE AND
ORDER AS FOLLOWS:
Section 1. That recitals set forth hereinabove are true and correct in
all respects.
- 1 -
Section 2. That the Mayor and Common Council, acting for and on
behalf of the City of San Bernardino, hereby make this election pursuant to the
provisions of said Section 103(b)(6)(D) of said Internal Revenue Code and the
Regulations promulgated thereunder, that the limitation as set forth therein be
declared to be a limitation of $10,000,000 rather than $1,000,000 as otherwise set
forth therein.
Section 3. That in the documents pertaining to the issuance of such
Note in the manner and for the project described in the recitals hereof, there shall
be requirements that the Applicant set forth the "capital expenditures" which said
Applicant has made for facilities and projects of said Applicant or any related
persons within the City within a period of three (3) years prior to the issuance date
of the Note referred to hereinabove; and further that said Applicant be required to
report such capital expenditures on all such income tax returns to be filed by such
Applicant henceforth; and such requirements shall be set forth as covenants and
agreements of said Applicant made to and with the City of San Bernardino.
Section 4. That the City Clerk is hereby authorized and directed to file
a certified copy of this Resolution with the District Director of the Internal
Revenue Service in Fresno, California.
I HEREBY CERTIFY that the foregoing resolution was duly adopted by
the Mayor and Common Council of the City of San Bernardino at a regular
meeting thereof, held on the 16th day of August , 1982, by the following
vote, to -wit:
AYES: Councilmen Castaneda, Reilly, Hernandez,
Ouiel. Strickler _
NOES: None
ABSENT: Council Member Hobbs
ABSTAIN: None
Cit. Clerk
IPM
The foregoing resolution is hereby approved 1 o^ day of
August , 1982.
Approved as to form:
City Att rney
ivrayer ofe
San Berns rdii
-3-
- - �-: , 11 - -
r -�e
ice.
11DETELOPISIT IGENCT OF iNf C119 OF SRO BEROHRUInO, CNIIFOR�Ifl
MEMBERS
W. R. "BOB" HOLCOMB. CHAIRMAN CITY HALL
ROBERT A. CASTANEDA 300 NORTH "D" STREET. RM 320
ANN BOTTS SAN BERNARDINO. CALIFORNIA
JACK REILLY 92418
JOHN D. HOBBS O PHONE: (714) 383-5081
JACK STRICKLER August 18, 1982
RALPH HERNANDEZ
GARY VAN OSDEL
EXECUTIVE DIRECTOR
GLENDA SAUL
DEPUTY DIRECTOR
District Director
Internal Revenue Service Center
Fresno, California 93888
Gentlemen:
On behalf of the City Clerk of the City of San Bernardino, enclosed
please find City of San Bernardino Resolution No. 82-360, adopted on August 16,
1982, declaring its election to have the $10,000,000 limitation of Section
103(b)(6)(D) of the Internal Revenue Code of 1954, as amended, applied to the
issuance of the following Industrial Development Bond Issue:
(1) The name and addres of governmental unit --
City of San Bernardino
City Hall
300 North "D" Street
San Bernardino, California 92418
(2) The name, address and employer identification number of principal user
or users of such proceeds for the facilities --
Doane Products Company,
a Missouri corporation
Employer identification number - 44-0536767.
(3) The date and face amount of the issue --
$4,500,000 City of San Bernardino Industrial Development Revenue
Note of 1982, Doane Products Company Project, to be issued on or
about August 30, 1982.
(4) The date and amount of any outstanding issues the proceeds of which
have been or will be used primarily with respect to facilities the
principal user or users of which are or will be the same or related
persons as those listed in (2) above, and which are located in the same
incorporated municipality or in the same county (outside of the
incorporated municipalities in such county) --
No outstanding issues.
(5) The date and amount of any Section 103(bX6)(D) capital expenditures
paid or incurred within the three (3) years preceding the date of the
issue for which the election is made with respect to facilities described
in (4) above are:
The only expenditures incurred by the corporation herein designated are
those directly related to the acquisition and construction of the Project
for which the Industrial Development Bonds shall be issued, i.e.
$4,500,000, plus approximately $300,000 for land acquisition and for
costs and expenses not otherwise financed from the proceeds of the
Industrial Development Bonds.
Vep truly yours,
i
f / Gary/an Osdel
Executive Director
encls.
cc: City Clerk, City of San Bernardino
Timothy J. Sabo, Esq.
Doane Products Company
2,008-5/SB4
8/10/82
$4,500,000
PROJECT AGREEMENT
BETWEEN
THE CITY OF SAN BERNARDINO
CALIFORNIA
AND
DOANE PRODUCTS COMPANY,
A MISSOURI CORPORATION
WITH
ALLIED BANK OF TEXAS
AND
FIRST NATIONAL BANK AND TRUST COMPANY OF JOPLIN
AS PURCHASER
IN CONNECTION WITH
$4,500,000
CITY OF SAN BERNARDINO
INDUSTRIAL DEVELOPMENT REVENUE NOTE
OF 1982, DOANE PRODUCTS COMPANY PROJECT
(SMALL ISSUE EXEMPTION - $10,000,000 MAXIMUM)
Dated as of August 1, 1982
The interest of the City of San Bernardino, California, in this Project
Agreement and the Company Note attached hereto, is hereby assigned by the City
to_____ _________, a Corporation, as Trustee, for the
holders of the City Notes pursuant to the Resolution of Issuance of said City, and is
subject to the security interest of , a
Corporation, as Trustee.
Project Agreement
Parties
Recitals
Section 1.01
PROJECT AGREEMENT
TABLE OF CONTENTS
ARTICLE I
DEFINITIONS
Definitions
2,008-6/SB3
8/10/82
Page
1
1
3
ARTICLE IV
FUNDING OF THE LOAN
Section 4.01
ARTICLE II
17
ACQUISITION AND CONSTRUCTION OF THE PROJECT
Disbursement of Loan Proceeds
Section 2.01
Construction of the Project
12
19
ARTICLE III
The Trustee
19
THE LOAN
Disbursement Procedure
Section 3.01
The Loan
12
Section 3.02
Company Note and City Notes
13
Section 3.03
Acceleration of Loan
14
Section 3.04
Security
14
Section 3.05
Incorporation of Terms
14
Section 3.06
Prepayment of the Note
14
Section 3.07
Place of Payments
16
Section 3.08
Conditions Precedent
16
ARTICLE IV
FUNDING OF THE LOAN
Section 4.01
Application of Note Proceeds
17
Section 4.02
Disbursement of Loan Proceeds
17
Section 4.03
Expenditure of Funds
19
Section 4.04
The Trustee
19
Section 4.05
Disbursement Procedure
20
Section 4.06
Trust Funds
21
(i)
ARTICLE V
DAMAGE, DESTRUCTION AND CONDEMNATION
Section 5.01 No Abatement of Payments 22
Section 5.02 Proceeds of Insurance or Condemnation 22
ARTICLE VI
REPRESENTATIONS AND WARRANTIES
Section 6.01
Organization, Powers, etc.
23
Section 6.02
Execution of Project Agreement and Other
28
Section 8.03
Documents
23
Section 6.03
Title to Properties
23
Section 6.04
Litigation
23
Section 6.05
Design of Project
23
Section 6.06
Payment of Taxes
24
Section 6.07
Description of the Project
24
Section 6.08
No Defaults
24
Section 6.09
No Material Adverse Change
24
Section 6.10
Important Inducement
24
Section 6.11
Obligations of the Company
24
Section 6.12
No Untrue Statements
24
Section 6.13
No Outstanding Industrial Revenue Bonds
25
Section 6.14
Limitation on Expenditures
25
Section 6.15
Limitations on Use of Proceeds
26
Section 6.16
Tax Treatment of Project
26
Section 6.17
Not to Make the City Notes Taxable
26
Section 6.18
Operation of Project
26
Section 6.19
No Conflict of Interest
27
ARTICLE VII
CONDITIONS OF LENDING
Section 7.01 Opinion of Counsel for the Company 27
Section 7.02 Opinion of Bond Counsel 27
Section 7.03 Other Documents, etc. 27
ARTICLE VIII
COVENANTS
Section 8.01
Payment of Secured Obligations
28
Section 8.02
Preservation and Defense of Property
28
Section 8.03
General Provisions Concerning Insurance
28
Section 8.04
Insurance Required
29
Section 8.05
Payment of Taxes, etc.
30
Section 8.06
Payment of Utilities
31
Section 8.07
Concerning the Project
31
Section 8.08
Compliance with Code
32
00
Section 8.09
Compliance with Applicable Laws
32
Section 8.10
Financial Statements
33
Section 8.11
Special Covenants
33
Section 8.12
Indemnification
36
Section 8.13
Certificate of No Default
36
Section 8.14
Inspection of the Project
37
Section 8.15
Indebtedness of Company
37
Section 8.16
Duties in Case of Breach of Convenant
37
Section 8.17
Pursuit of Remedies
37
Section 8.18
Assumption of Loan
37
Section 8.19
Assignment of Documents and Materials
37
ARTICLE IX
DEFAULTS AND REMEDIES
Section 9.01 Event of Default 38
Section 9.02 Remedies 39
Section 9.03 No Remedy Exclusive 40
Section 9.04 Agreement to Pay Attorneys' Fees
and Expenses 40
Section 9.05 No Additional Waiver Implied by One Waiver 41
Section 9.06 Repayment After Acceleration 41
F.'"t 1191RAK/
MISCELLANEOUS
Section 10.01
Notices
41
Section 10.02
Effect of Agreement
42
Section 10.03
Amendment
42
Section 10.04
Counterparts
42
Section 10.05
Severability of Provisions
42
Section 10.06
Construction
42
Section 10.07
Assignment to Trustee
42
EXHIBITS
Exhibit. A Form of Company Note
Exhibit B Form of Deed of Trust
Exhibit. C
Legal Description of Land
Exhibit D
Form of Title Insurance Policy
Exhibit E
(Reserved)
Exhibit F
Schedule of Performance
Exhibit G Detailed Budget
Exhibit H Final Plans and Specifications
2,008-4/SB4
8/10/82
PROJECT AGREEMENT
PARTIES: THE CITY OF SAN BERNARDINO, CALIFORNIA, a municipal
corporation organized and existing under the laws of the State of
California and the City Charter of said City (the "City");
DOANE PRODUCTS COMPANY, duly formed and existing under
the laws of the State of Missouri (the "Company");
ALLIED BANK OF TEXAS, a Texas banking corporation and
FIRST NATIONAL BANK AND TRUST COMPANY OF JOPLIN, a
national banking association (collectively referred to herein as the
"Purchasers"); and
, a corporation, as
Trustee (the "Trustee").
Dated as of August 1, 1982.
RECITALS:
WHEREAS, the City is a public body, corporate and politic, duly
organized and existing under the laws of the State of California and the City
Charter of said City; and
WHEREAS, the City has adopted its Ordinance No. 3815 entitled
"Ordinance of the City of San Bernardino Relating to the Financing of Projects for
the Encouraging of Increased Employment Within the City" and certain amend-
ments thereto (collectively referred to as the "Ordinance"); and
WHEREAS, the Ordinance is intended to provide a means for financing
the development of industry and commerce and to thereby broaden the employment
opportunities for residents of the City and its tax and revenue base; and
WHEREAS, the Company has submitted its Application for the financ-
ing of certain capital improvements and improvements to land as authorized by the
Ordinance, and on July 15, 1982, the Mayor and Common Council of the City have
adopted a Resolution approving the same and making the necessary determinations,
in a certain Resolution No. 82-299 as said Application was amended on August 16,
1982, by Resolution No. ; and
WHEREAS, pursuant to and in accordance with the provisions of the
Ordinance, the Company proposes to finance the construction of a manufacturing
facility and warehouse for the production of dry pet food with the proceeds of a
loan to be evidenced by this Project Agreement (the "Project Agreement"); and the
City intends to finance the cost of the Project by the issuance of special revenue
notes of the City under a Resolution dated of even date herewith (the "Resolution
of Issuance"); and
WHEREAS, two City Notes will
Resolution of Issuance and will be secured by
the City under this Project Agreement; and
- 1 -
be issued to the purchasers under the
a pledge of the Revenues derived by
WHEREAS, this Project Agreement and the Resolution of Issuance to
which it pertains have in all respects been duly and validly authorized by the City;
and all things required by the Ordinance to be done have been done; and
WHEREAS, it has been determined that the estimated amount neces-
sary to finance the cost of the Project, including necessary expenses incidental
thereto, will require the issuance, sale and delivery of the City Notes pursuant to
the Ordinance in the principal amount set forth in the Resolution of Issuance; and
WHEREAS, all things necessary to make the City Notes, when issued as
provided in the Resolution of Issuance, the valid, binding and legal special revenue
obligation of the City according to the import thereof, and to constitute the
Resolution of Issuance a valid assignment and pledge of the Revenues derived by
the City from this Project Agreement to the payment of the principal of and
interest on the City Notes and a valid assignment and pledge of the rights of the
City under this Project Agreement have been done and performed, and the
creation, adoption, execution and delivery of the Resolution of Issuance, and the
creation, execution, delivery and issuance of the City Notes, subject to the terms
hereof, have in all respects been duly authorized.
WITNESSETH:
For and in consideration of the mutual promises and agreements herein
contained the parties hereto agree as follows:
- 2 -
ARTICLE I
Definitions
Section 1.01 Definitions
The following terms shall, for all purposes of this Agreement, have the
following meanings unless the context shall clearly require some other meaning:
Accountant's Certificate means an opinion signed by a firm of certified
public accountants approved by the City.
Administrative Expenses means the reasonable and necessary expenses
incurred by the City in the administration of the Project Agreement, the
Resolution of Issuance and the Financing of the Project.
A enc means the Redevelopment Agency of the City of San
Bernardino, a public body, corporate and politic.
Annual Debt Service on the Note means the total amount of principal
and interest payable on the Company Note for any Bond Year after the computa-
tion is made.
Authorized Newspapers means a financial paper, or a newspaper of
general circulation in the City of Los Angeles, California, or Houston, Texas, and
the Daily Bond Buyer or other financial paper or newspaper circulated in the City
and State of New York, each of which is published at least once a day for at least
five (5) days (other than legal holidays) in each calendar week, and is printed in the
English language.
Authorized Officer means the Mayor, Secretary -Treasurer of the
Agency or any other person authorized by resolution of the City to perform the act
or sign the document in question.
Bank means Alllied Bank of Texas, a state bank chartered under the
laws of the State of Texas.
Bond Counsel means the Law Offices of Timothy J. Sabo or other
attorney or firm of attorneys of favorable reputation in the field of municipal
finance.
Bondholder or Holder or Holders of Bonds or any similar term, means
any person who shall be the registered owner of any Outstanding City Note or
Notes or his duly authorized attorney, trustee, representative or assigns on the
City Notes.
Bond Year means the twelve (12) month period commencing on
August 1, 1982 and on each August 1 thereafter.
Business Day means a day on which banking business is transacted in the
city in which the Bank has its principal corporate trust office.
Cash Flow means net income after taxes, plus depreciation and
amortization for each fiscal year throughout the term hereof, calculated in
- 3 -
accordance with generally accepted accounting principles consistently applied.
Certificate of Net Revenues means an Accountant's Certificate show-
ing as of any particular date:
(1) in each and every year the City Notes are Outstanding the
actual amount of Net Revenues received in such Bond Year and the Maximum
Annual Debt Service on the Company Note in the amount of $4,500,000 as a part of
this Project Agreement;
(2) in such Bond Year, the difference between (i) Maximum
Annual Debt Service on the Company Note referred to in (1) above, and (ii) the
actual Net Revenues received;
(3) the ratio of Net Revenues to Maximum Annual Debt Service
on the Company Note referred to in (1) above.
City means the City of San Bernardino, or any body, authority, agency,
or other entity which shall hereafter succeed to the powers, duties and functions of
the City.
City Note or Notes means any or all City Notes authorized and issued
under the Resolution of Issuance.
City Note Proceeds means all amount received by the City upon the
sale or other disposition of the City Notes issued under the Resolution of Issuance.
Company means Doane Products Company, a Missouri corporation, duly
formed and existing under the laws of the State of Missouri, and authorized and
permitted to transact business in the State of California, or any entity which is the
surviving, resulting or transferee entity in any merger, consolidation or transfer of
assets or its successors and assigns.
Company Note or Note means the note executed by the Company
evidencing the obligation of the Company for the amount of the loan from the
City, secured by the Deed of Trust, and substantially in the form attached hereto
as Exhibit "A".
Company Representative means the person or persons at the time
designated to act on behalf of the Company by written certificate furnished to the
Agency and to the Bank and containing the specimen signature of such person or
persons.
Conflict of Interest means an interest which constitutes a conflict of
interest as applied to public officials, public officers and employees in the City and
the State.
Costs of Issuance means items of expense payable or reimbursable
directly or indirectly by the City and related to the authorization, sale and
issuance of City Notes, which items of expense shall include but not be limited to,
printing costs, costs of reproducing and binding documents, filing and recording
fees, initial fees and charges of the Bank, insurance premiums, City Note
discounts, legal fees and charges, professional consultants' fees, fees and charges
-4-
for execution, transportation and safekeeping of City Notes, and other costs,
charges and fees in connection with the foregoing.
Counsel means an attorney or firm of attorneys (who may be of counsel
to the City or the Company, or retained by the City or the Company in other
connections as the context may require), licensed to practice in the State in which
said attorney or firm maintains an office, selected by the City and satisfactory to
the Bank.
Counsel's Opinion means an opinion signed by Counsel. Any Opinion of
such Counsel may be based upon, insofar as it relates to factual matters,
information which is in the possession of the City or Company, as the case may be,
upon a certificate or opinion of, or representation by, an officer or officers of the
City or Company, unless such Counsel knows, or in the exercise of reasonable care
should have known, that the certificate or opinion or representation with respect to
the matters upon which his opinion may be based, as aforesaid, is erroneous,
incomplete or misleading.
County Recorder means the County Recorder of the County of San
Bernardino, California.
Current Assets means as of the date of determination thereof, the
following assets Company: (i) cash and cash items in any bank or trust
company, on hand and in transit, (ii) inventories, stated at the lower of cost of fair
market value, (iii) investments maturing in one (1) year or less from the date of any
determination stated at the lower of cost or current fair market value, (iv) cus-
tomer accounts, bills and notes receivable, (v) fixed assets held for sale with
respect to which bona fide commitments to the Company for purchase within
twelve (12) months exist, NO prepaid interest, taxes and other prepaid expenses
which, in accordance with generally accepted accounting principles, would be
included in current assets, all after deduction of appropriate reserves in accord-
ance with generally accepted accounting principles, and (vii) such other tangible
assets (but excluding investments other than those described in clause (iii) above
and excluding real property in process of development for sale other than property
described in clause (v) above) as, in accordance with generally accepted accounting
principles, would be included in current assets (but excluding in any case fran-
chises, licenses, permits, patent applications, copyrights, trademarks, trade names,
goodwill, experimental and organizational expense and other intangibles).
Current Liabilities means as of the date of determination thereof, of
the Company i all Indebtedness payable on demand or maturing within one (1) year
from the date of determination and which is not renewable or extendable at the
option of the debtor, under a revolving credit agreement or otherwise, to a date
more than one (1) year from the date of creation thereof, (ii) final maturities,
prepayments and sinking fund payments required to be made within one (1) year
after said date in respect of any Indebtedness (including the Company Note),
(iii) accounts, bills and notes payable and (iv) all other items (including taxes
accrued as estimated) which in accordance with generally accepted accounting
principles would be included as current liabilities.
Debt Service means all amounts of the current principal portion of
long-term indebtedness of any person due or to become due during each fiscal year
throughout the term hereof, calculated in accordance with generally accepted
accounting principles consistently applied.
-5-
Deed of Trust means the Deed of Trust executed by the Company as
trustor in favor of the City as beneficiary given to secure the payment of the Loan
and creating a first and prior lien on the property on the form attached hereto as
Exhibit "B".
Determination of Taxability means any determination, decision or
decree made with regard to Section 103 of the Internal Revenue Code of 1954, as
amended and then in effect, by the Commissioner or any District Director of the
Internal Revenue Service or by any court of competent jurisdiction that interest on
the City Notes is includable in the gross income of the holder of the City Notes
(other than a holder who is a substantial user or related person as defined in the
Internal Revenue Code of 1954, as amended). A Determination of Taxability shall
be deemed to have occurred on the first to occur of the following:
(i) on the date when the Company files (in compliance with its
obligations under this Project Agreement) any statement, supplemental
statement or other tax schedule, return or document (whether pursuant to
Income Tax Regulations Section 1.103-10(b)(2)(vi)(c), as the same may be
amended or supplemented, or otherwise) which discloses that an Event of
Taxability shall have in fact occurred; or
(ii) on that date when the Company shall be advised in writing by the
Commissioner or any District Director of the Internal Revenue Service that,
based upon any filings of the Company under this Project Agreement, or upon
any review or audit of the Company, or upon any other ground whatsoever, an
Event of Taxability shall have occurred; or
(iii) on that date when the Company shall receive notice from the
Trustee or the Bank in writing that the Trustee or the Bank has been advised
by (A) any holder of the City Notes that the Internal Revenue Service has
assessed as includable in the gross income of such holder the interest on the
City Notes due to the occurrence of an Event of Taxability, or (B) the
Commissioner or any District Director of Internal Revenue that the interest
on the City Notes is includable in the gross income of any taxpaying holder of
the City Notes due to the occurrence of an Event of Taxability; or
(iv) on that date when the Company shall receive notice from the
Trustee or any holder of the City Notes that such holder of the City Notes
has filed a federal income tax return including, in good faith, in the gross
income of such holder of the City Notes any interest in the City Notes held
by such holder of the City Notes;
provided, however, that no Determination of Taxability shall occur unless the
Company (who shall agree to pay all expenses in connection therewith and to
indemnify the holders of the City Notes in connection therewith) has been afforded
the opportunity, at its expense, to contest any such assessment and, further, no
Determination of Taxability shall occur until such contest, if made, has been
finally determined; provided that if such contest has not been abandoned or finally
determined within two (2) years of the event described in clauses (ii), (iii) or (iv)
which forms the basis for the Determination of Taxability in question, then such
Determination of Taxability shall be deemed to have occurred two (2) years after
the date of such event.
- 6 -
Event of Taxability means the occurrence of any event, whether within
or without the control of the Company, including the imposition of a minimum tax
on income of the holder of the City Notes, which has the effect of causing all or
any portion of the interest payable on the City Notes to become includable in the
gross income for federal income tax purposes of the holder or former holder of the
City Notes (other than a holder or former holder who is a "substantial user" of the
Project or a "related person" as such terms are used in Section 103(b)(10) of the
Code).
Facilities means the approximately 50,000 square foot manufacturing
facility and warehouse for the production of dry pet food to be located in the State
College Industrial Park at the western end of Lexington Way, on the south side
facing Lexington Way, San Bernardino, California, to be constructed by the
Company and all machinery, equipment and other personal property located
therein.
Financing means the lending of moneys or any other thing of value for
the purpose of facilitating construction pursuant to the Ordinance and includes the
making of Loans in connection with newly constructed structures.
Fiscal Year means any twelve (12) consecutive calendar months com-
mencing with the first day of July and ending on the last day of the following June.
Fund or Account means a Fund or Account that may have been or as
may be hereafter created by or pursuant to the Resolution.
Guaranty means the Guaranty Agreement dated as of August 1, 1982,
from the Company to the Trustee.
Hazard and Liability Insurance means insurance, issued by a person
qualified to issue such insurance in the State which provides coverage at least
equal to that provided in connection with commercial developments similar to the
Project to be acquired and operated by the Company. Such insurance shall include,
but not be limited to (i) comprehensive public liability insurance with respect to
the Project in minimum amounts of $1,000,000 for death or bodily injury in
connection with each occurrence and $100,000 for property damage in connection
with each occurrence or such greater amounts as may from time to time be
required by the Federal National Mortgage Association in connection with loans for
projects similar to the Project; (ii) insurance against loss or damage by fire and any
of the risks covered by insurance of the type known as "fire and extended
coverage" for an amount not less than the greater of the replacement cost of the
Project or the aggregate principal amount of the City Notes Outstanding; and (iii)
insurance against loss or damage due to floods for an amount not less than the
replacement cost of the Project if the Project shall at any time hereafter be
located in an area designated by the Department of Housing and Urban Develop-
ment as a flood hazard zone. The premiums on Hazard and Liability Insurance shall
be paid by the Company.
Indebtedness means all items (other than capital stock, capital surplus
and retained earnings) which, in accordance with generally accepted accounting
principles, would be included in determining total liabilities as shown on the
liability side of a balance sheet as at the date on which Indebtedness is to be
determined. "Indebtedness" shall also include, whether or not so reflected,
(i) indebtedness, obligations and liabilities secured by any mortgage, pledge or lien
-7-
existing on property owned subject to such mortgage, pledge or lien, whether or not
the indebtedness secured thereby shall have been assumed, (ii) obligations under
capital leases and (iii) all guaranties. "Indebtedness" shall not include (a) any
indebtedness evidences of which are held in treasury (but the subsequent resale of
such indebtedness shall be deemed to constitute the creation thereof) or (b) any
particular indebtedness if, upon or prior to the maturity thereof, there shall have
been deposited with the proper depository, in trust, moneys (or evidences of such
indebtedness as permitted by the instrument creating such indebtedness) in the
necessary amount to pay, redeem or satisfy such indebtedness.
Independent when used with terms defining any professional, means any
person or firm, respectively, appointed by the City or the Company, as the case
may be, in such capacity, and who, has a favorable reputation in the field in which
his opinion or certificate will be given; and
(1) is in fact independent and not under domination of the City
or Company, as the case may be; and
(2) is not connected with the City or the Company, as the case
may be, as an officer or employee of the City or the Company, as the case may be,
but who may be regularly retained to make reports to the City or the Company, as
the case may be.
Interest Payment Date means each date on which interest on the City
Notes is required to be paid by the terms of the Resolution.
Interest Requirement means, as of any particular date of calculation,
the amount equal to any unpaid interest then due plus an amount equal to the
interest to become due on the City Notes on the next succeeding Interest Payment
Date.
Issue Date means the date of the City Notes specified and determined
in accordance with the Resolution.
Land means the Land (sometimes referred to as "Site" or "Property"),
upon which the Project is to be constructed by the Company, described on
Exhibit "C" and on the Title Insurance Policy attached hereto as Exhibit "D" and
which will be subject to the lien of the Deed of Trust and the Resolution of
Issuance.
Loan means an interest-bearing obligation made for the purpose of
Financing oT the Project and secured by a Deed of Trust on the Project and such
other security arrangements described herein and in the Company Note.
Maintenance and Operating Expenses means all costs and expenses of
operating the Project as a manufacturing facility and warehouse for the production
of dry pet foods, including (1) the cost of all utilities, taxes and assessments, if
any, of any type or character levied at any time during the term of this Agreement
upon the Project or upon the operation of the Project; (2) the premiums on all
insurance required or permitted under this Agreement; (3) the cost of keeping the
Project free and clear of all liens, charges and encumbrances; (4) all costs of
maintaining the Project in proper order and repair; and (5) the amount of any
replacement or repair reserves required hereunder.
-8-
Maximum Annual Debt Service on the Note means the largest amount
of Debt Service on the $4,500,000 Company Note pursuant to this Project
Agreement payable in any Bond Year.
Net Proceeds, when used with respect to any insurance proceeds from
policies required to be maintained by the Company and by this Project Agreement,
means the amount remaining after deducting from gross proceeds all expenses
(including attorney's fees) incurred in the collection thereof.
Net Revenues means all revenues excluding all insurance revenues or
sale proceeds received by the Company including all payments by tenants with
respect to the Project less Maintenance and Operating Expenses.
Officer's Certificate means a certificate of the City signed by an
Authorized Officer and filed with the Trustee.
Ordinance means Ordinance No. 3815 of the City of San Bernardino
entitled "Ordinance of the City of San Bernardino Relating to the Financing of
Projects for the Encouraging of Increased Employment Within the City" and all
amendments thereto.
Outstanding, when used with reference to the City Notes, means, as of
any particular date, the aggregate amount of the City Notes authenticated and
delivered under the Resolution of Issuance except:
(1) the amount of such City Notes for the payment of which
cash shall have been therefore deposited in trust; and
(2) the amount of such City Notes otherwise deemed to be paid
in accordance with the Resolution of Issuance.
Permitted Encumbrances means and includes:
(a) Mechanics', materialmen's, workmen's, vendor's or other undeter-
mined liens and charges incident to construction or maintenance provided that the
same shall be discharged in the ordinary course of business or the amount or
validity of the same shall be contested in good faith as provided herein with any
pending execution thereof appropriately stayed;
(b) The lien of taxes and assessments which are not delinquent;
(e) The lien of taxes and assessments which are delinquent but the
validity of which is being contested in good faith and with respect to which the
Company shall have set aside adequate reserves unless thereby any of the Project
or the interest of the Company therein may be in danger of being lost or forfeited;
(d) The lien of the Deed of Trust;
(e) With regard to the Site, those certain exceptions, restrictions,
easements, licenses, rights-of-way and other encumbrances recited in Exhibit "D"
hereto;
(f) Such minor defects, irregularities, encumbrances, exceptions,
restrictions, easements, licenses, rights-of-way and clouds on title as normally
-9-
exist with respect to properties similar in character to the Project and as do not
impair the use or the operation of the Facilities or otherwise diminish or impair the
security intended to be afforded by the Deed of Trust.
Permitted Investments means any of the following which at the time
are legal investments for the City under the laws of the State, and to the extent
provided by law, for the moneys held hereunder and proposed to be invested
therein: (i) time or demand deposits in, or other banking arrangements with any
bank including the Bank or trust company having aggregate capital and surplus of
at least $50,000,000 and authorized to accept deposits of public funds , which are
secured at all times by bonds or other obligations which are authorized by law as
security for public deposits, of a market value at least equal to the amount
required by law; (ii) evidences of indebtedness, obligations for which the full faith
and credit of the United States are pledged for the payment of principal and
interest; (iii) obligations, participations, or other instruments of, or issued by, or
fully guaranteed as to principal and interest by, FNMA, or issued by a federal
agency or a United States Government sponsored enterprise; (iv) evidence of
indebtedness of corporations authorized by the provisions of Section 1364 of the
California Financial Code provided such indebtedness is rated, or is on a parity
with obligations that are rated "AA" or better by a nationally recognized rating
agency; (v) repurchase agreements secured by any of the obligations referred to in
(ii), (iii) or (iv) above or bonds or obligations which are authorized by law as
security for public deposits.
Person includes any individual, corporation, governmental entity, part-
nership, joint venture, business association, estate or other organization or entity.
Plan means any plan subject to Title IV of ERISA and maintained by the
Company or any subsidiary of any such plan to which the Company is required to
contribute on behalf of its employees.
Prepayment means any amount received or recovered which reduces or
eliminates the principal amount of the Loan other than scheduled amortization
payments of the principal amount of the Loan, including any prepayment penalty,
fee, premium or other such additional charge.
Prime Rate means the prime commercial lending rate per annum as
announced by the Bank at its principal office in Houston, Texas, as in effect from
time to time. In the event that the Bank shall fail to establish or publish a "Prime
Rate," then, for purposes hereof, the "Prime Rate" shall be deemed to be the
average Prime Rate for the three (3) largest (total assets) banking institutions in
the continental United States then publishing a prime rate.
Principal Installment means with respect to any particular Principal
Installment Date, an amount equal to the aggregate principal amount payable on
the City Notes.
Principal Installment Date means the date on which Principal Install-
ments are required to be made pursuant to the Resolution.
Principal Office, when used with respect to the Bank, means the
principal or corporate trust or head or principal trust office of the Bank situated in
the city in which the Bank is described as being located.
- 10 -
Principal User means any principal user of the Project within the
meaning of Section 103 of the Internal Revenue Code. The Company represents
that as of the effective date of this Agreement, the Company is the only Principal
User of the Project within the meaning of Section t03 of the Internal Revenue
Code.
Proceedings means the actions taken by the City in undertaking,
carrying out and completing the Project, including, without limitation, this Project
Agreement, the Resolution of Issuance, the Company Note, the City Notes, the
Deed of Trust and any and all other agreements and documents involved in the
issuance, sale, delivery of the City Notes, the security therefor and the expendi-
ture of the City Note Proceeds.
Project means the Facilities and the Land.
Project Agreement means this Agreement among the City, the Pur-
chasers, the Company and the Trustee whereby the City, through the Trustee,
agrees to make a loan to the Company for the construction and permanent
financing of the improvement of land and depreciable property constituting the
Project.
Property means the parcels as more particularly described in Exhi-
bit "C" hereto.
Resolution or Resolution of Issuance means the Resolution of Issuance,
being Resolution No. , approved by the City providing for the issuance and
sale of the City Notes as approved by the City on August 16, 1982.
Resolution of Preliminary Approval means that certain Resolution No.
82-299, adopted by the Mayor and Common Council on July 15, 1982.
Revenues mean all payments and other income derived by the City from
the Company or its legal successor in interest, if any, under this Project
Agreement, to wit, payments made directly to the Bank under the Company Note,
but does not include receipts designated to cover Administrative Expenses.
Site has the same meaning as the Land.
State means the State of California.
Subordinated Indebtedness means Indebtedness of a Person which, by
the express terms of the instrument evidencing or creating such Indebtedness or by
the terms of a subordination agreement in form and substance satisfactory to the
holders of 66-2/3% in aggregate principal amount of the City Notes Outstanding, it
validly and effectively made subordinate and subject right to payment, to whatever
extent the holders of 66-2/3% in aggregate principal amount of the City Notes
Outstanding may require, to the prior payment of the Company Note and the City
Notes.
Supplemental Resolution means a resolution supplemental to or amen-
datory of the Resolution duly adopted by the City in accordance with the terms of
the Resolution.
- 11 -
Tangible Net Worth means at any time, the total assets of a Person less
the total liabilities of such Person set forth on its balance sheet at such date,
prepared in accordance with generally accepted accounting principles consistently
applied, plus Subordinated Indebtedness of such Person, except that the sum of the
following shall be excluded therefrom (i) goodwill, (ii) any amounts by which
investments in Persons appearing on the asset side of such balance sheet exceed
the proportionate share of the Person and its subsidiaries in the book value of the
assets of such Persons and, (iii) patents, trademarks, copyrights, deferred charges
(including, but not limited to, unamortized discount and expenses, organizational
expenses, experimental and developmental expenses, but excluding prepaid ex-
penses), intangibles and other similar assets.
Treasurer means the officer who is then performing the functions of
Treasurer of the City.
Trustee means the bank appointed as Trustee pursuant to this Project
Agreement, for and on behalf of the holders of the City Notes.
Working Capital at any date, means the excess of the Current Assets of
a Person at such date over the Current Liabilities of a Person at such date.
Written Requisition means a requisition prepared in such form or forms
and signed by the Treasurer and containing the information required by this Project
Agreement.
ARTICLE H
ACQUISITION AND CONSTRUCTION OF THE PROJECT
Section 2.01. Construction of the Project.
The parties hereto agree that the Company has acquired the Land,
which is (is not) to be financed hereunder, and will cause the Facilities to be
constructed on the Land so that the same constitutes the Project, all in compliance
with the Ordinance. The Facilities will be constructed in accordance with the
Schedule of Performance attached hereto as Exhibit "F". The Facilities shall also
be constructed in accordance with the plans and specifications therefor (the "Plans
and Specifications") which shall have been approved by the Bank. Any changes in
the Plans and Specifications affecting the value of the Project by more than
$10,000 shall be approved by the Bank.
ARTICLE III
LOAN
Section 3.01. The Loan.
The City agrees, upon the terms and subject to the conditions herein-
after set forth, to make a loan to the Company through the Purchasers in the
principal amount of Four Million Five Hundred Thousand Dollars ($4,500,000 ) (the
- 12 -
"Loan") for the purpose of providing construction and permanent financing of the
Project. Upon the sale and delivery of the City Notes to the Purchasers, the full
amount of the proceeds of the Loan shall be deposited with the Trustee and
disbursed in accordance with Article IV hereof.
Section 3.02. Company Note and City Notes.
The Loan shall be evidenced by the Company Note. The Company Note
shall mature at such times and in such amounts to provide for the payment in full,
when due, of all principal of, premium, if any, and interest in the City Notes. The
City Notes and, therefore, the Company Note shall bear interest at a variable rate
equal to sixty-five percent (65%) of the Prime Rate, calculated daily, provided,
however, that such rate shall never be less than eight and three quarters percent
(8-3/4%). Interest on the City Notes and, therefore, the Company Note shall be
payable monthly on the first day of each month, with the first interest payment to
be made on October 1, 1982. The City Notes and, therefore, the Company Note
shall mature, subject to the prepayment provisions of Section 3.06 hereof in one
hundred eighty (180) equal monthly installments of $25,000 each commencing,
1, 1983 and ending 1, 1998. With respect to any payment
of principal and interest not made on or prior to the day the date such payment is
due, the Company shall pay a late charge equal to the Prime Rate plus two percent
(2%) of such amount.
The amount of interest on the City Notes and, therefore, the Company
Note deemed payable on each Interest Payment Date shall be computed in
accordance with this paragraph. Seven (7) days before each Interest Payment Date
prior to the last Interest Payment Date, the Bank shall compute the amount of
interest to be due and payable on such Interest Payment Date based on the Prime
Rate in effect on each day included in the related interest payment period.
However, the amount of interest to be due and payable in respect of the remaining
days of such interest payment period shall be estimated by using the Prime Rate in
effect on the date of such calculation period. Any difference between the amount
of interest due and payable in respect of such remaining days as subsequently
computed based on the Prime Rate in effect on each day, shall be credited or
debited, as the case may be, against the amount of interest due and payable on the
Interest Payment Date. Seven (7) days before each such Interest Payment Date,
the Bank shall send to the Company by mail notice of the amount of interest so
computed by the Bank when due based on the Prime Rate in effect on each day
included in the related period, plus any credit or minus any debit due to the
computation of interest due on the next preceding date when interest was paid.
Interest shall be computed under this paragraph on the basis on a 360 -day year
and/or 30 -day months (regardless of the actual number of days in each month), and
the interest rate shall be calculated to four (4) decimal places.
The Company shall be absolutely and unconditionally obligated to pay
all installments of principal and interest on the Company Note without any defense
or set-off by reason of any default by any suppliers or tenants or under any other
agreement between the Company and the City or for any other reason, including
without limitation, any acts or circumstances that may constitute failure of
consideration, destruction of or damage to the Project, commercial frustration of
purpose, or failure of the City to perform and observe any agreement, whether
express or implied or any duty, liability or obligation arising out of or connected
with this Project Agreement.
-13-
Section 3.03. Acceleration of Loan.
Upon the occurrence of an Event of Default, as provided in Article IX
hereof, the holders of at least 66-2/3% of the aggregate principal amount of the
City Notes and the Company Note Outstanding may declare the principal of and all
accrued interest on the Loan to be immediately due and payable without notice and
such principal and interest shall become immediately due and payable.
Section 3.04. Security.
Upon funding of the Loan pursuant to Section 4.02 hereof, the Company
Note shall be secured by (i) the Deed of Trust, which Deed of Trust, when recorded
in the office of the County Recorder, shall constitute a first lien on the Project;
(ii) the Guaranty; and (iii) such other security instruments as herein provided.
Section 3.05. Incorporation of Terms.
The Company Note, the Deed of Trust and the Guaranty, to be
executed, acknowledged and delivered pursuant to this Project Agreement shall be
made subject to all the terms and conditions contained in this Project Agreement,
to the same extent and effect as if this Project Agreement were fully set forth in
and made a part of the Company Note, the Deed of Trust, the Resolution of
Issuance and the Guaranty. This Project Agreement is made subject to all the
conditions, stipulations, agreements and covenants contained in the Company Note,
the Deed of Trust, the Resolution of Issuance and the Guaranty to the same extent
and effect as if the Company Note, the Deed of Trust, the Resolution of Issuance
and the Guaranty were fully set forth herein and made a part hereof. Notwith-
standing any of the foregoing, if any provisions in the Company Note, the Deed of
Trust, the Resolution and the Guaranty are inconsistent with the Project Agree-
ment, the Project Agreement shall control.
Section 3.06. Prepayment of the Note.
(a) The Company may prepay the Company Note, in whole or in part,
at any time, at its option, at a price equal to the aggregate principal amount of the
Company Note Outstanding, plus interest thereon to the redemption date, without
premium, upon giving the Bank written notice of Company's intention to prepay the
Company Note at least sixty (60) days and not more than one hundred eighty (180)
days prior to the date of prepayment unless otherwise agreed to by the Bank.
(b) The Company shall prepay the Company Note in whole, at the
option of the holders of at least 66-2/3% of the aggregate principal amount of the
City Notes Outstanding on September 1, 1987 or September 1, 1992, at a price
equal to the aggregate principal amount of the Company Note Outstanding plus
interest thereon to the redemption date, without premium, upon receipt by the
Company of written notice from the holders of at least 66-2/3% of the aggregate
principal amount of the City Notes Outstanding of the exercise of such option,
which notice shall be given by such holders at least sixty (60) days and not more
than one hundred eighty (180) days prior to either of such dates unless otherwise
agreed to by the Company and the holders of 100% of the aggregate principal
amount of the City Notes Outstanding.
(c) The Company shall prepay the Company Note, in whole, within
one hundred eighty (180) days of any damage, destruction or condemnation of the
ME=
Project which is not repaired by the Company pursuant to Section 5.02 hereof, at a
price equal to the aggregate principal amount of the Company Note Outstanding,
plus interest thereon to the redemption date, without premium. The date of such
prepayment shall be selected by the Company, but shall be no more than one
hundred eight (180) days following any such event.
(d) Upon a Determination of Taxability, the Company Note shall be
redeemed prior to maturity in whole on a date selected by the Bank (the
"Redemption Date"), which date shall, except as provided below, be not more than
one hundred twenty (120) days from the date on which the Bank receives written
notice that such Determination of Taxability shall have occurred, at a redemption
price equal to the principal amount of the Company Note to be redeemed on the
Redemption Date, plus accrued interest thereon to the Redemption Date. In
addition, the Company shall pay to each holder or former holder of City Notes as
to which a Determination of Taxability has occurred, as a redemption premium and
as full, liquidated damages, an amount equal to the sum of
(i) the Tax Adjustment Amount, as defined and calculated
below, plus,
(ii) the amount of any interest, penalties, or additions to federal
income tax which are payable by the holder or former holder
of such City Notes, as a result of the failure to include
interest on such City Notes in the federal gross income of
such holder or former holder, plus
(iii) the reasonable costs and expenses incurred by each holder or
former holder of such City Notes in connection with such
Determination of Taxability.
For purposes hereof, the "Tax Adjustment Amount" shall mean, an amount equal to
the difference, if any, between (i) the amount of interest actually paid since the
date of the Event of Taxability of the principal amount of the Company Note to be
redeemed on the Redemption Date and on any principal amount of the Company
Note which was paid or redeemed after the date of the Event of Taxability but
prior to the Redemption Date and (ii) the amount of interest which would have
been payable on such principal amounts since the date of the Event of Taxability at
a rate equal to the Prime Rate plus two percent (2%).
(e) The Company shall prepay the Company Note within thirty (30)
days of the date of completion of the Project with any moneys then held by the
in the Disbursement Account at a price equal to the principal amount
of such moneys, plus accrued interest thereon, without premium. The date of such
prepayment shall be selected by the Company, but shall be no more than thirty (30)
days following the date of completion of the Project.
(f) Any prepayment of the Company Note shall be applied to the
principal installments due on the Company Note in inverse order of their
maturities.
(g) Any prepayment of the Company Note shall also constitute a
prepayment of the City Notes.
01610
Section 3.07. Place of Payments.
Any payment to be made under the Project Agreement and the
Company Note shall be made when due at the Principal Office of
Section 3.08. Conditions Precedent.
As a condition of the Company's right to receive any of the proceeds of
the Loan contemplated by this Agreement, the following conditions precedent and
other requirements shall have been satisfied prior to each (except as hereinafter
otherwise stated) disbursement hereunder:
(a) Prior to the first advance, the Company shall furnish to the Bank
an ALTA Lender's Policy of Title Insurance (LP10 with provision for rewrite) which
shall insure that the aforesaid Deed of Trust is a first lien on the Property, free
and clear of all liens, encumbrances and restrictions or other matters except those,
if any, to which the Bank may agree to take subject to in writing. Said Policy of
Title Insurance shall be in the principal amount of Four Million Five Hundred
Thousand Dollars ($4,500,000).
(b) The Company shall furnish to the Bank the documents required by
Sections 4.02 and 4.05 hereof.
(c) At the Bank's sole and absolute discretion, in addition to the
requirements of this Section, the Bank may require the Company to obtain, in
connection with any or all requested disbursements, at the Company's sole cost and
expense, Foundation Indorsements 102.5, and/or Form 122 Indorsements, which
Indorsements are to be attached to and be a part of the Bank's Policy of Title
Insurance.
(d) Such evidence as the Bank may require that the Project, and all of
the improvements therein and construction thereof, comply with the zoning laws
affecting the Property.
(e) Proof satisfactory to the Bank of the incorporation into the
Project of all labor and materials, and submission of labor and material releases on
forms approved by the Bank as well as such other supporting affidavits and
statements as the Bank may specify. In the case of disbursements to pay for
materials or supplies, the amount requested must be supported by invoices
therefor.
(f) At the Bank's sole and absolute discretion, fifteen (15) days after
notice given by the Bank to the Company, the Company shall supply the Bank with
correct lists of all contractors, subcontractors and all other persons who have or
will perform or furnish any work, labor or material in connection with the
construction of the Project. Each such list shall show the name, address and
telephone number of each such contractor or subcontractor, a general statement of
the nature of the work to be done, the labor and materials to be supplied, the
names of materialmen, if known, the approximate dollar value of such labor, work
and materials with respect to each, and the status of such work or whether such
materials have been delivered. The Bank and its agents shall have the right
- 16 -
(without either the obligation or the duty) to directly contact each contractor,
subcontractor and materialman to verify the facts disclosed by said list.
(g) At the Bank's sole and absolute discretion, the Bank may require,
as to a particular disbursement, signed mechanics' and materialmen's lien releases
in form and content acceptable to the Bank from all persons who furnished labor,
services and/or materials for which said disbursement is requested and proof that
no preliminary notice describing such labor, services and/or materials has been
served upon the Bank or the Company except by the person(s) named on the
disbursement request.
(h) By way of deposit into the Disbursement Account hereinafter
referred to in Section 4.05, within five (5) days after notice from the Bank, such
sums as the Bank may determine are required in order to assure completion of the
Project within the purview of the Final Plans and Specifications, whether such
additional sums are required due to error of estimating costs, or increases in costs
of labor and/or materials, or increased costs resulting from any changes in or to
the Plans and Specifications which may or may not have been approved by the Bank
or unbudgeted costs, or otherwise. The Company agrees that any such sums
required over and above the proceeds of the Loan which are so deposited in the
Account shall be disbursed by the Bank prior to the disbursement of any remaining
proceeds of the Loan. The judgment of the Bank shall be final and conclusive.
(i) Proof satisfactory to the Bank that no Notice to Withhold or Stop
Notice has been filed and no mechanic's lien has been recorded.
(j) Proof satisfactory to the Bank that all contractors and subcon-
tractors are bonded.
(k) Notwithstanding anything to the contrary contained in this Sec-
tion 3.08 or in Section 4.02, with respect to services performed or materials and
supplies furnished, no disbursement may exceed ninety percent (90%) of the value,
based on contract prices of such labor, materials or supplies.
ARTICLE IV
FUNDING OF THE LOAN
Section 4.01. Application of Note Proceeds.
In order to provide funds for the Loan, the City, concurrently with the
execution and delivery of this Project Agreement, will sell and shall thereafter
deliver the City Notes to the Purchasers and apply the proceeds therefrom to the
funding of the Loan as herein provided.
Section 4.02. Disbursement of Loan Proceeds.
(a) The Bank shall make the initial disbursement of proceeds of the
Loan upon receipt of the following:
(1) The original Company Note setting forth the amount of the
initial disbursement of the Loan and secured by the Deed of Trust, duly executed
by the Company;
- 17 -
(2) The original or certified copy of the fully executed Deed of
Trust, such Deed of Trust to be duly recorded in the office of the County Recorder,
as evidenced by a document stamped of record or by certification of the Trustee.
(3) A current American Land Title Association mortgage title
insurance policy, containing appropriate indorsements in favor of the Trustee by
the terms of such policy or any indorsement of the title insurance company,
insuring title to the Project and the additional secured property as being vested in
the Company showing that the Deed of Trust is a first lien on the Project and any
additional secured property, subject only to Permitted Encumbrances, and issued in
the face amount of the Loan by a reputable title insurance company.
(4) A copy of the Hazard and Liability Insurance policy or
policies or an appropriate endorsement or binder or such policies, on the Project,
insuring the Bank, the City, the Company and any other parties in interest as their
interests may appear.
(5) Evidence reasonably satisfactory to the Bank that all secur-
ity interests in the rents, profits or other income derived from the Project and
assigned to the Trustee have been properly perfected, including any filings required
by the California Uniform Commercial Code.
(6) Evidence reasonably satisfactory to the Bank, including such
opinions as the Bank shall deem necessary, that the Deed of Trust has been duly
recorded and constitutes a valid first lien upon and first priority security interest
in the Project and the additional secured property.
(7) The original Guaranty of the parties so required by the
Bank.
(8) A requisition stating with respect to such disbursement:
(i) the requisition number;
(ii) the name and address of the person, firm or
corporation including, without limitation, the Company or the Bank, to whom
payment is due;
(iii) the amount to be paid;
(vi) the purpose for which each obligation to be paid
was incurred;
(v) that each obligation, item of cost, or expense
mentioned therein has been properly incurred, is a proper charge as a cost of
acquisition or construction, is within the amount estimated as the cost of the item
or items for which the obligation was incurred, and has not been the basis of any
previous withdrawal; and
(vi) that there has not been filed with or served upon
the City or the Company, notice of any lien, right to lien, or attachment upon, or
claim affecting the right to receive payment of any of the moneys payable to any
of the persons named in such requisition, which has not been released or will not be
MV:M
released simultaneously with such payment, other than materialmen's or mechanics'
liens accruing by mere operation of law which will not be released until final
payment is made.
(9) An inspection certificate issued by a Person acceptable to
the Bank stating that such Person has inspected the Project, the percentage
completion of the Project and that the Project is being constructed in accordance
with the Plans and Specifications.
(b) Subsequent disbursements other than the final disbursement shall
be made upon receipt of a requisition and such proof of the items set forth in
Section 3.08 as the Bank may require, provided no Event of Default has occurred.
The amount of each disbursement shall be annotated on the Company Note upon
disbursement.
(c) The final disbursement of Loan proceeds shall be made upon
receipt of the following:
(1) A Notice of Completion of Improvement, validly recorded as
required by law and evidenced satisfactory to the Bank that construction of the
Project is complete.
(2) Title insurance endorsements to the policy referred to in
Section 4.02(a)(3) which insures the lien -free completion of the Project including
CLTA Series 101 endorsements.
(3) Copies of all occupancy permits issued by the City for the
Project.
(4) Certifications of architects or engineers, as applicable,
certifying that the Project has been completed in accordance with the plans and
specifications approved by the City.
(5) the items listed in Section 4.05(8).
Section 4.03. Expenditure of Funds.
The Company shall not expend any Loan proceeds so as to cause the
interest on the City Notes to become taxable pursuant to Section 103(b) of the
Internal Revenue Code of 1954, as amended, and the United States Treasury
Regulations then in effect thereunder and applicable to obligations issued on the
date of issuance of the City Note.
Section 4.04. The Trustee.
shall act as Trustee for and on behalf of the holders of the
City Notes in administering the Loan made by the City to the Company as
evidenced by and pursuant to the terms of the Company Note and the Deed of
Trust securing said Company Note. The Trustee shall have and hereby accepts all
rights and responsibilities as specifically provided herein or in the Resolution of
Issuance and may exercise such additional powers as are reasonably incidental
thereto. The Trustee shall act as the agent of and on behalf of the City and any
act required to be performed by the City as herein provided shall be deemed taken
if such act is performed by the Trustee. Neither the Trustee nor the Bank nor any
officers, directors or employees thereof shall be liable for any action taken or
- 19 -
omitted to be taken by it hereunder or in connection herewith except for its or
their own gross negligence or willful misconduct. The Bank and the Trustee may
consult with legal counsel selected by it and any action taken or suffered by it in
accordance with the opinion of such counsel shall be full justification and
protection to it. The Company shall pay the Trustee a fee of $ per annum
and the Bank a fee of $ per annum for the performance of their duties
hereunder.
Section 4.05. Disbursement Procedure.
Upon recording of the Deed of Trust, the Trustee will establish a
special account ("Disbursement Account") into which the Loan funds and any funds
of the Company shall be deposited pending disbursement in the manner and for the
purpose set forth herein.
(a) Funds from the Disbursement Account shall be disbursed pursuant
to Sections 3.08 and 4.02 to the Company or to the Company's designated bank
account, provided, however, that the Trustee reserves the right, at the Trustee's
option, to make any disbursements for construction of the Project directly to the
general contractor and/or subcontractors, laborers and materialmen.
(b) So long as the Trustee is acting in good faith and without gross
negligence, the Trustee shall not be liable for any error, omission, irregularity or
action taken with respect to the Disbursement Account.
(c) Except as agreed in writing by the Trustee, in no event shall any
part of such funds be used to pay any costs, profit or overhead allocated to the
Company. Subject to the provisions of this Agreement, the Company hereby
irrevocably assigns to the Trustee, as security for the obligations secured by the
Security Documents, all of the right, title and interest of the Company in and to
said Disbursement Account, including moneys that may be deposited or credited to
said Disbursement Account either by the Company or the Trustee. The Company
acknowledges that it has no right to the moneys in said Disbursement Account
other than to have the same disbursed by the Trustee in accordance with this
Agreement, which disbursements the Trustee, upon its acceptance of this Agree-
ment herein, agrees to make, for the purposes, and upon the conditions set out
herein.
(d) The respective rights of the Trustee and the Company with
respect to any Disbursement Account shall be governed by the terms of this
Agreement, notwithstanding anything to the contrary contained in any forms used
to open such account with the Trustee.
(e) Attached hereto as Exhibit "G" is a detailed Budget. On or before
the first working day of each month after the date of this Agreement, the
Company shall submit to the Trustee for its approval, an updated Budget reflecting
any changes in the estimated dates or amounts of disbursements or in the cost
breakdown or cash flow projection reflecting all work through the 25th day of the
preceding month. An updated Budget shall also be submitted by the Company to
the Trustee for its approval within five (5) working days after the Company
becomes aware of any material changes to the most recently approved Budget.
(f) The Trustee shall disburse moneys from the Disbursement Ac-
count to pay the costs of the acquisition, construction and equipping of the Project
-20-
pursuant to Sections 3.08 and 4.02. In addition, the Trustee shall disburse moneys
from the Disbursement Account to pay the costs of issuance, including all legal
fees incurred in connection with the issuance of the City Notes. The Trustee may
also, at the request of the Company, disburse moneys from the Disbursement
Account to pay interest on the Company Note for a period of one (1) year from the
date hereof.
(g) The following persons are hereby designated by the Company as
persons authorized to sign Requests for Funds in accordance with the terms of this
Agreement, and the Company, with the consent of the Bank, shall have the sole
right to revoke such designation, and substitute any other person as the person
authorized to sign such orders: For the Company or
and or
(h) Upon receipt of properly signed Requests for Funds, the Bank is
authorized to act thereon without further inquiry and except for its gross
negligence or willful misconduct, the Company shall hold the Bank harmless against
any and all losses, claims or liability incurred in connection with making disburse-
ments from the Disbursement Account.
(i) Prior to the Final Disbursement, all of the conditions set forth
herein shall have been satisfied and the Trustee shall have received the following:
(1) Proof that a notice of completion has been filed.
(2) A permanent certificate of occupancy issued by the requi-
site governmental agency.
(3) Proof that the time for the filing of mechanic's and/or
materialmen's liens has run without there being filed any liens against the
Property or obtaining satisfactory releases from all liens which may have
been filed.
(4) Certificate of Company and Architect to the effect that the
Project has been completed in substantial accordance with the plans and that
there is no outstanding indebtedness for labor or materials relating to the
Project known to the Company and the Architect which will not be fully paid
by the final requested disbursement, and verification of such completion by
the Bank by such inspection as it may require.
(5) A final ALTA survey prepared by a surveyor satisfactory to
the Trustee showing the location of the Project.
(6) Evidence that a title company approved by the Bank is in a
position to issue to the Trustee its ALTA rewrite policy of title insurance
with a CLTA Form 100 indorsement undeleted and at the Trustee's discretion
a CLTA Form 101.6 or 101.13 attached.
(7) Any other proof the Trustee in its discretion deems appro-
priate.
Section 4.06. Trust Funds.
The Company covenants that any disbursements received by it here-
under shall be held as trust funds to be applied for the purpose of paying for the
- 21 -
costs of the Project, but nothing herein shall impose upon the Bank any obligation
to see to the proper application of such payments by the Company.
ARTICLE V
DAMAGE, DESTRUCTION AND CONDEMNATION
Section 5.01. No Abatement of Payments.
If the Project shall be damaged or either partially or totally destroyed,
or if title to or the temporary use of the whole or any part of the Project shall be
taken or condemned by a competent authority other than the City for any public
use or purpose, there shall be no abatement or reduction in the amounts payable by
the Company hereunder, or under the Company Note, and the Company shall
continue to be obligated to make such payments. The Company shall supply prompt
notice of any such damage, destruction or condemnation or any proposal to
condemn to the City.
Section 5.02. Proceeds of Insurance or Condemnation.
In the event of any damage, destruction or condemnation, all proceeds
shall be payable to the Bank. The Company shall have the right to settle, adjust or
compromise any claims for loss, damage or destruction under any policy or policies
of insurance or condemnation action without the consent of the City; provided,
that payments on the Loan continue to be made in the amounts and at the time as
provided in the Company Note. All such awards, compensation, rights of action
and proceeds awarded to the Company shall be paid to the Bank to be applied as to
the payment of the Company Note, and the Company agrees to execute such
further assignments or documents necessary to authorize direct payment of such
proceeds to the Bank.
Proceeds from condemnation, damage or destruction received by the
Bank are to be applied to the payment of the Company Note in accordance with the
provisions of the Deed of Trust and the Resolution of Issuance. In the event that
any such awards or proceeds are inadequate to pay the total principal amount of
and accrued interest on the Company Note, the Company shall pay to the Bank an
amount equal to the difference between such award or proceeds and the amount of
such principal and interest so that the Company Note can be prepaid in full
pursuant to Section 3.06(c) hereof.
Except to the extent that proceeds received by the City or the Bank
hereunder are applied to the indebtedness secured hereby if the Company elects
not to repair, replace or reconstruct the Project, nothing herein contained shall be
deemed to excuse the Company from continuing to make payments on the Loan in
the amounts and at the times provided in the Company Note or from repairing the
Project promptly upon the occurrence of any such event or maintaining the Project
as provided in Section 8.02 or restoring the damage or destruction to the Project
promptly upon the occurrence of any such event, regardless of whether or not there
are proceeds available or whether any such proceeds are sufficient in amount.
- 22 -
ARTICLE VI
REPRESENTATIONS AND WARRANTIES
The Company represents and warrants that:
Section 6.01. Organization, Powers, etc.
The Company (a) is a corporation duly organized, validly existing and in
good standing in the State of Missouri and is authorized to transact business in the
State of California, (b) has the power and authority to own its properties and assets
and to carry on its business as now being conducted (and as now contemplated) and
(c) has the power to execute and perform all the undertakings of the Project
Agreement, to borrow hereunder and to execute and deliver the Company Note, the
Deed of Trust and this Project Agreement.
Section 6.02. Execution of Project Agreement and Other Docu-
ments.
The execution and performance of this Project Agreement, the Com-
pany Note, the Deed of Trust and other instruments required pursuant to this
Project Agreement (a) have been duly authorized by all requisite action, executed
and delivered (b) will not violate with respect to the Company any provision of law,
rule or regulations, any order of any court or other agency of government, or any
provision of any charter document or by-law of the Company and (c) will not
violate any provision of any indenture, agreement or other instrument by which the
Company may be bound, or result in the creation or imposition of any lien, charge
or encumbrance of any nature on the Project, other than the liens created pursuant
hereto.
Section 6.03. Title to ProDerties.
The Company shall on or prior to the funding of the Project have good
and marketable title to the Site as shown in Exhibit "D" free and clear of any lien
or encumbrance except for (i) liens for taxes not yet due or which are being
contested in good faith by appropriate proceedings, and (ii) Permitted Encum-
brances.
Section 6.04. Litigation.
There is no action, suit, or proceeding at law or in equity by or before
any court, governmental instrumentality or other agency now pending, or to the
knowledge of the Company, threatened against or affecting it, or any of its
properties or rights, which, if adversely determined, would materially adversely
affect the Company's ability to perform under this Project Agreement.
Section 6.05. Design of Project.
To the best of the Company's knowledge the operation of the Project in
the manner presently contemplated and as described herein will not and does not
conflict with any zoning, water or air pollution or other ordinance, order, law or
regulation applicable thereto; and the Company has caused the Project to be
designed in accordance with all federal, state and local laws or ordinances
(including rules and regulations) relating to zoning, building, safety, and environ-
-23-
mental quality and has not failed to obtain and maintain in effect any licenses,
permits, franchises or other governmental authorizations necessary for the opera-
tion and conduct of the Project.
Section 6.06. Payment of Taxes.
The Company has filed or caused to be filed all federal, state and local
tax returns which are required to be filed and of which the Company has
knowledge, and has paid or caused to be paid all taxes as shown on said returns or
on any assessment received by it, to the extent that such taxes have become due
and payable other than those payable without penalty or interest.
Section 6.07. Description of the Project.
The Project described in the Resolution of Issuance, Company Note and
Deed of Trust is the same Project as that described in this Project Agreement and
is the Project to be constructed by the Company in accordance with this Project
Agreement.
Section 6.08. No Defaults.
The Company is not in default in the performance, observance or
fulfillment of any of the obligations, covenants or conditions contained in any
material agreement or instrument to which it is a party. No event has occurred
and no condition exists which, upon entering into the obligations contemplated by
this Agreement, would constitute an Event of Default.
Section 6.09. No Material Adverse Change.
There has been no material adverse change in the financial condition of
the Company since July 31, 1982.
Section 6.10. Important Inducement.
The possible availability of the financial assistance by the Agency as
provided herein has been an important inducement to the Company to locate the
Project within the City.
Section 6.11. Obligations of the Company.
The Project Agreement is, and the Company Note, and the Deed of
Trust when executed and delivered, will be legal, valid and binding obligations of
the Company enforceable against it in accordance with their respective terms.
Section 6.12. No Untrue Statements.
Neither the Project Agreement, nor any other document, certificate or
statement furnished to the Purchasers or the City by or on behalf of the Company
contains to the best of its knowledge any untrue statement of a material fact or
omits to state a material fact necessary in order to make the statement contained
herein and therein not misleading or incomplete. It is specifically understood by
the Company that all such statements, representations and warranties shall be
deemed to have been relied upon by the City as an inducement to make the Loan
and that if any such statements, representations and warranties were materially
- 24 -
incorrect at the time they were made, the City may consider any such mis-
representation or breach, an Event of Default.
Section 6.13. No Outstanding Industrial Revenue Bonds.
There is outstanding no issue of industrial revenue bonds, other than the
City Note, as defined in Section 103 of the Internal Revenue Code of 1954, as
amended, and the regulations promulgated thereunder (the "Code") the proceeds of
which have been or will be used with respect to facilities, the Principal User or
Users of which are or will be the Company or any Principal User of the Project as
of the date hereof or any related person or persons (as defined in Section 103 of the
Code) and which are or will be wholly or partially located within the City.
Section 6.14. Limitation on Expenditures.
The sum of the following does not now and is not reasonably expected,
during the period ending three (3) years from the date of issue of the City Notes to
exceed $10,000,000.00:
(1) the aggregate face amount of any outstanding issues of obliga-
tions (other than the City Notes) exempt from taxation under Section 103(b)(6) of
the Code; the proceeds from which were or will be used primarily with respect to
facilities (a) located within the City and (b) the Principal User of which is or will
be the Principal User of the Project or related person or persons within the
meaning of Section 103 of the Code;
(2) the aggregate amount of any capital expenditures paid or incurred
(other than those financed out of the proceeds of the City Notes or a bond referred
to in subparagraph (1) above) within the meaning of Treas. Reg. Sec.
1.103-10(b)(2)(ii) and (iii) under the Code, during the six-year period beginning
three (3) years prior to the date of issuance of the City Notes and ending three (3)
years after such date of issuance with respect to facilities utilized by any Principal
User of the Project located within the City; and
(3) the aggregate principal amount of the City Notes.
If at any time before the end of the third year after the date of
issuance of the City Notes, the Company or any Principal User or any related
person proposes to pay or incur any capital expenditure other than expenditures
payable out of the proceeds of the City Notes in an amount exceeding $100,000
with respect to the Project or any other property located in the City, or if the
total of all such capital expenditures plus the amount of the City Notes exceeds
$9,000,000 in an amount exceeding $10,000, the Company will, prior to the
payment or incurrence of such capital expenditure, file with the Bank an Opinion of
Counsel satisfactory to the Bank to the effect that such capital expenditure will
not have the effect of causing the interest on the City Notes (other than those held
by a substantial user of the Project or any related person) to be included in the
gross income of the recipient thereof for Federal income tax purposes. If at any
time during which any of the City Notes are Outstanding, the Company or Principal
User or any related person proposes to gain control of any person, firm or
corporation with facilities located in the City, or assume liabilities incurred in
connection with facilities located in said City of another person, firm or corpora-
tion or acquire greater than fifty percent (50%) of the outstanding stock of such
corporation, the Company shall first file with the Bank an Opinion of Counsel
- 25 -
satisfactory to the Bank to the effect that such action would not cause the interest
on the City Note (other than those held by a substantial user of the Project or any
related person) to be included in the gross income of the recipient thereof for
Federal income tax purposes.
The Company will, until the end of the third full fiscal year after the
date of issuance of the City Notes, keep separate books and records and require
each Principal User to keep separate books and records with respect to the Project
and any other property or facilities located in the City of which the Company or
Principal User or any related person is the principal user, which books and records
shall be sufficient to indicate the nature of all expenditures with respect to the
Project or such property or facilities. The Company will at its sole expense cause
an audit for each of the fiscal years ending December 31, 1982-83 to be made of
such books and records by an independent public account satisfactory to the Bank.
Such independent public accountant shall within one hundred twenty (120) days
after the end of such fiscal year file with the Bank and the City a certificate,
which shall state that during the preceding fiscal year neither the Company, any
Principal User nor any related person has paid or incurred any capital expenditures
in the City of the nature specified in Section 103(b)(6)(D) of the Internal Revenue
Code, or in the event the Company, any Principal User or any related person has
paid or incurred any such expenditure, such certificate shall specify the details,
including the date and amount thereof.
Section 6.15. Limitations on Use of Proceeds.
Substantially all of the proceeds from the sale of the City Note,
exclusive of Costs of Issuance and other expenses, and other amounts which the
Company does not receive, will be expended to pay the cost of acquisition and
construction of the Project.
Section 6.16. Tax Treatment of Project.
The Project constitutes and will constitute either (i) land or (ii)
property of a character subject to the allowance for depreciation under Section 167
of the Code. All amounts to be paid by or for the account of the Company from
proceeds of the Loan will be, for Federal income tax purposes, chargeable to the
Project's capital account or would be so chargeable either with a proper election by
the Company (for example under Section 266 of the Code) or but for a proper
election by the Company to deduct such amounts. The proceeds of the Loan will be
used only for payment of such costs, and will not be used to provide working capital
for the Company.
Section 6.17. Not to Make the City Notes Taxable.
The Company will not take, or permit to be taken, any action, or omit
to take any action, or make or permit to be made any change in the Project, which
would have the effect, directly or indirectly, of subjecting interest on the City
Notes to Federal income taxation.
Section 6.18. Operation of Project.
The Company shall operate the Project in a sound and businesslike
manner, and in accordance with the provisions of this Agreement.
-26-
Section 6.19. No Conflict of Interest.
Neither the Company, any entity or person constituting the Company,
nor any officer or employee of the foregoing has a Conflict of Interest.
ARTICLE VII
CONDITIONS OF LENDING
The City's obligation to lend hereunder is subject to the following
conditions precedent:
Section 7.01. Opinion of Counsel for the Company.
(a) As of the date of delivery of the City Notes, the City and the
Purchasers and the Trustee shall have received the Opinion of Counsel for the
Company, dated the date of such execution, addressed to the City and the
Purchasers and the Trustee satisfactory in form and substance to Bond Counsel, (a)
confirming the representations and warranties set forth in Sections 6.01, 6.02, 6.04,
6.07 and 6.08 hereof (which in the case of Section 6.02(b) (except with respect to
the Articles of Incorporation and the Bylaws of the Company), 6.02(c), 6.04 and
6.08 may be to the best knowledge of such counsel), and (b) to the effect that (i)
the Project Agreement has been duly authorized, executed and delivered by the
Company and constitutes the legal, valid and binding obligation of the Company
enforceable in accordance with its terms; (ii) the Company Note and the Deed of
Trust have been duly authorized, executed and delivered and constitute valid and
binding obligations in accordance with their respective terms; and (iii) to the best
knowledge of such counsel substantially all of the proceeds of the Loan will be used
for the construction financing of the costs incurred in connection with the
acquisition, construction or improvement of land or property subject to the
allowance for depreciation under Section 167 of the Internal Revenue Code.
Section 7.02. Opinion of Bond Counsel.
The City, the Purchaser and the Trustee shall have received an Opinion
from Bond Counsel, that interest on the City Notes is exempt from federal income
taxes and from personal income taxes imposed by the State of California and that
the City Notes have been duly authorized and issued under the provisions of the
Ordinance and constitute legal, valid and binding special obligations of the City,
enforceable in accordance with their terms.
Section 7.03. Other Documents, etc.
Prior to the funding of the Loan pursuant to Section 4.02, the Trustee
shall have received the executed Company Note and such supporting certificates
and documents as may be requested by the Trustee and the Deed of Trust together
with evidence that such documents have been recorded in the office of the County
Recorder and legal matters in connection with making the Loan shall be satis-
factory to the Purchasers, the Trustee, the City and Bond Counsel.
- 27 -
ARTICLE VIII
COVENANTS
The Company covenants and agrees, so long as the Company Note is
outstanding, as follows:
Section 8.01. Payment of Secured Obligations.
The Company agrees to pay when due the principal of, and the interest
on, the indebtedness evidenced by the Company Note, charges, fees and all other
sums as provided in the Project Agreement and the Deed of Trust; and the principal
of, and interest on, future advances, if any, secured by the Deed of Trust.
Section 8.02. Preservation and Defense of Property.
The Company agrees to keep the Project in good order and good
operating condition: to make or cause to be made, as and when necessary, all
repairs, renewals and replacements, structural and non-structural, exterior and
interior, ordinary and extraordinary, foreseen and unforeseen; not to remove,
demolish or substantially alter or permit the removal, demolition or substantial
alteration (except such alterations as may be required by laws, ordinances or
regulations) any of the improvements on the Project and the Site; to complete
promptly and in good and workmanlike manner any improvement which may be
damaged, removed, substantially altered or destroyed thereon, and to pay when due
all claims for labor performed and materials furnished therefor; to comply with all
laws, ordinances, regulations, covenants, conditions and restrictions now or here-
after affecting the Project or the Site or any part thereof or requiring any
alterations or improvements; not to commit or permit any waste or deterioration
of the Project or the Site; to keep and maintain abutting grounds, sidewalks, roads,
parking and landscaped areas over which the Company has control in good and neat
order and repair; to comply with the provisions of any lease of all or any part of
the Project or the Site; not to knowingly commit, suffer or permit any act to be
done in or upon the Project or the Site in violation of any law, ordinance or
regulation; not to permit the Project or the Site to become vacant or deserted.
The Company will appear in and contest any action or proceeding
purporting to affect the City's interest in the Project or the Site as set forth in this
Project Agreement or the rights or powers of the City or its assigns and to pay all
costs and expenses, including reasonable attorney's fees, in any such action or
proceeding in which the City may appear.
Section 8.03. General Provisions Concerning Insurance.
All policies of insurance issued pursuant to Section 8.04 hereof shall be
so written or endorsed as to make losses, if any, payable to the City, the Company
and the Trustee as their respective interests may appear and duplicate copies of
any such policy and evidence of renewal or replacement thereof shall be promptly
furnished to the City and the Trustee, upon their request, for their records. Such
policies of insurance shall cover and be applicable to this Project Agreement. All
such policies of insurance shall contain an endorsement or agreement by the insurer
that any loss shall be payable in accordance with the terms of such policy
- 28 -
notwithstanding any act or negligence of the Company which might otherwise
result in forfeiture of such insurance and the further agreement of the insurer
waiving all rights of setoff, counterclaim or deductions against the Company. All
such policies shall not be subject to contribution by the City or the Trustee.
All such policies, including policies for any amounts carried in excess of
the required minimum and policies not specifically required by the Bank shall be in
form satisfactory to the City, shall be maintained in full force and effect and shall
be assigned and delivered to the Trustee, with premiums prepaid, as collateral
security for payment of the Loan. If the insurance, or any part thereof, shall
expire, or be withdrawn, or become void or unsafe by reason of the Company's
breach of any condition thereof, or become void or unsafe by reason of the failure
or impairment of the capital of any company in which the insurance may then be
carried, or if for any reason whatever the insurance shall be unsatisfactory to the
Bank, the Company shall place new insurance on the Project, satisfactory to the
Bank.
In the event the Company fails to provide, maintain, keep in force or
deliver and furnish to the City and the Trustee the policies of insurance required by
this Project Agreement, the Trustee may procure such insurance or single -interest
insurance for such risks covering its interest, and the Company will pay all
premiums thereon promptly upon demand by the Trustee and until such payment is
made by the Company the amount of all such premiums, together with interest
thereon at a rate which shall be equal to the rate specified in the Company Note,
shall be secured by the Deed of Trust.
In the event of foreclosure of the Deed of Trust or delivery of a deed in
lieu of foreclosure or assignment of the Project in extinguishment, in whole or in
part of the Loan, all right, title and interest of the Company in and to all policies
of insurance required by this Project Agreement shall inure to the benefit of or
pass to the successor in interest to the Company or the purchaser or grantee of the
Project.
ages:
Section 8.04. Insurance Required.
(a) The Company agrees to provide the following insurance cover-
(i) Hazard and Liability Insurance;
(ii) The Company shall supply boiler and machinery insurance
covering pressure vessels, air tanks, boilers, machinery, pressure piping,
heating, air conditioning and elevator equipment and escalator equipment,
provided the Project contains equipment of such nature, and insurance
against loss of occupancy or use arising from any such breakdown, in such
amounts as are reasonably satisfactory to the City.
(iii) The Company further agrees to procure and deliver to the
City policies of title insurance required under Sections 4.02(a)(3) and
4.02(c)(2) issued by a company licensed by the State.
(iv) At all times during the term of this Project Agreement the
Company shall comply with the laws of the State relating to workmen's
compensation insurance with respect to the Project.
- 29 -
(b) The Company will have delivered on or prior to the date of
funding of the Loan or upon the appropriate date pursuant to the development of
the Project, pursuant to Section 4.02(a), insurance certificates evidencing proof of
coverage as indicated above.
(c) Such insurance coverage may be effected under overall blanket or
excess coverage policies of the Company but all policies required hereunder shall
name the City and the Trustee as additional insureds and shall contain a standard
mortgage clause in favor of the Trustee on behalf of the City, not subject to
contribution, and lender's loss payable endorsement for the benefit of the Trustee
on behalf of the City. The Company shall furnish to the Trustee a signed duplicate
original policy with respect to all required insurance. If a blanket or excess
coverage policy is utilized, then the Company shall furnish to the Trustee a signed
certificate of insurance for each policy setting forth the coverage, the limits of
liability, the name of the carrier, the policy number, and the expiration date.
In the event of loss of or damage to the Project, the net proceeds of
any insurance provided hereunder shall be applied as set forth in Article V of this
Project Agreement and the Resolution of Issuance; in the event of a public liability
occurrence, the net proceeds of any insurance provided hereunder shall be applied
toward extinguishment or satisfaction of such liability.
Each insurance policy maintained pursuant to this Section shall contain
a provision that such policy shall not be cancelled or amended in any material
manner unless the Trustee and the City are notified at least thirty (30) days prior
to such cancellation or amendment and at least ten (10) days prior to the expiration
of any such policy the Company shall furnish evidence satisfactory to the Trustee
and the City that such policy has been renewed or replaced or is no longer required
by this Project Agreement.
Section 8.05. Payment of Taxes, etc.
The Company will pay and discharge promptly all State and federal
taxes, assessments and governmental charges or levies imposed upon it in connec-
tion with the Project or in respect of any of its property and assets used in
connection with the Project before the same shall become a default, including, but
not limited to, all taxes to which the Company and any company, corporation, joint
stock association or limited partnership, in which the Project shall hereafter vest,
may be liable under the laws of the United States of America, the State both
present and future, which under the provisions of such laws may be or become a
lien upon the Project, and the Site, as well as all other charges or claims of every
kind and nature which may be or become a prior lien upon the Project, or which
may be or become first distributable or allowable or payable, before the indebted-
ness secured hereby, out of the proceeds of any judicial sale of the Project, except
such that are contested by the Company in accordance with this Section.
The Company shall keep in effect its existence and rights as a
corporation qualified to do business under the laws of the State and its rights to
own property and transact business in the State during the entire time that it has
any ownership interest in the Project.
The Company shall have the right if proceedings are stayed or sus-
pended and no increased chance of loss occurs therefrom to contest or object to
the amount or validity of any such imposition set forth above in good faith and by
- 30 -
appropriate legal proceedings, but this shall not be deemed or construed in any way
as relieving, modifying or extending the Company's obligation to pay any such
imposition at the time such contest, objection and legal proceedings have been
terminated or discontinued adversely to the Company, and further provided that,
during the pendency of such contest, objection and legal proceedings, (i) the
Company is not in default under the Company Note, the Deed of Trust or no Event
of Default exists under Section 9.01; (ii) the Company has given prior written
notice to the City of its intent to so contest or object to any imposition; and (iii)
the Company shall furnish a good and sufficient bond or surety or maintain
adequate reserves on the books of the Company for the payment of such imposition
and any interest and penalties accruing thereon satisfactory to the City.
The Company will pay and promptly discharge, at its cost and expense,
all other liens, encumbrances and charges upon the Project, or any part thereof or
interest therein; provided that the Company shall have the right to contest in good
faith the validity of any such lien, encumbrance or charge; provided, however, that
if any such lien, encumbrance or charge has or may have priority over the lien of
the Deed of Trust, then the Company shall first deposit with the City a bond or
other security satisfactory to the City in such amounts as the City shall reasonably
require; and further provided that if the Company shall thereafter diligently
proceed to cause such lien, encumbrance or charge to be removed and discharged.
If the Company shall fail to pay and promptly discharge any such lien, encumbrance
or charge, then, in addition to any other right or remedy of the City, the City may,
but shall not be obligated to, discharge the same, either by paying the amount
claimed to be due, or by procuring the discharge of such lien by depositing in court
a bond or the amount claimed or otherwise giving security for such claim, or in
such manner as is or may be prescribed by law, and all expenditures and expenses
incurred by the City in so doing shall be recoverable from the Company upon the
terms set forth in Article IX and shall be deemed advances secured by the lien of
the Deed of Trust.
Section 8.06. Payment of Utilities.
The Company will pay when due all utility charges which are incurred
for the benefit of the Project or which may become a charge or lien against the
Project for gas, electricity, water or sewer services furnished to the Project and
all other assessments or charges of a similar nature, whether public or private,
affecting the Project or any portion thereof, whether or not such taxes, assess-
ments or charges are liens thereon.
Section 8.07. Concerning the Project.
(a) The Company shall devote the Project to the uses as set forth in
its request for Financing pursuant to the Ordinance.
(b) There shall be no discrimination against or segregation of any
person, or group of persons, on account of sex, race, marital status, color, age,
creed, handicap, national origin or ancestry on the enjoyment of the Site, nor shall
the Company or any person claiming under or through them establish or permit any
such practice or practices of discrimination or segregation with reference to the
selection, location, number use or occupancy of tenants, lessees, subtenants,
sublessees, or vendees of the Project or any portion thereof.
- 31 -
Section 8.08. Compliance with Code.
The Company shall at all times use its best efforts to do and perform
all acts and things reasonably necessary or desirable in order to assure that interest
paid on the City Notes shall, for the purposes of federal income taxation, be
excludable from the gross income of the recipients thereof and exempt from such
taxation, except in the event that such recipient is a "substantial user" or "related
person" within the meaning of Section 103 of the Internal Revenue Code.
For so long as the $10,000,000 limitation on bond issuance and capital
expenditures as presently contained in Section 103 of the Internal Revenue Code is
effective with respect to the City Notes, the Company hereby further covenants
for the benefit of the holders of the City Notes that at no time during the period
beginning on the date of issuance of the City Notes and ending three (3) years after
such date of issuance will the aggregate total amount of the items listed in Section
6.14 of this Agreement exceed a total of $10,000,000.
Should the $10,000,000 limitation on bond issuance and capital expen-
ditures be increased during the applicable six-year period, the Company covenants
not to exceed such limitation contained in Section 103 of the Internal Revenue
Code, as amended; provided, that the $10,000,000 limitation as herein above
provided shall not be exceeded without obtaining the Opinion of Bond Counsel that
interest on the City Notes will continue to be exempt from Federal income taxes.
The Company shall file and shall cause all Principal Users of the
Project to file a copy of the statement filed by the City pursuant to Treasury
Regulation Section 1.103-10(b)(2)(vi)(a) with regard to the issuance of the City
Notes with the district director or the director of the regional service center with
whom each of the Company and the respective Principal Users is required to file
its income tax returns (as provided in Section 6091 of the Code) for the taxable
year during which the City filed the above statement.
The Company shall also file and cause each Principal User to file a
supplemental statement which lists by date and amount any subsequent section
103(b)(6)(D) capital expenditures. Such supplemental statement must be filed with
the district director or director of the regional service center with whom the
Company and each Principal User's income tax return is required to be filed (as
prescribed in Section 6091 of the Internal Revenue Code) on the due date
prescribed for filing such returns (without regard to any extensions of time). A
copy of such supplemental statement shall be filed with the Bank on the same date
on which it is filed with the Internal Revenue Service.
The Company shall not permit at any time or times any of the proceeds
of the City Notes or other of their funds to be used, directly or indirectly, to
acquire any asset or obligation the acquisition of which would cause the City Notes
to be "arbitrage bonds" for the purposes of Section 103(c)(2) of the Internal
Revenue Code.
Section 8.09. Compliance with Applicable Laws.
All work performed in connection with the Project shall be performed
in strict compliance with all applicable federal, state, county and municipal laws,
ordinances, rules and regulations now in force or that may be enacted hereafter.
The existing improvements at the Project and the operation of the Project shall
- 32 -
also comply with all applicable federal, state, county or municipal laws, ordi-
nances, rules and regulations.
Section 8.10. Financial Statements.
The Company will furnish and will cause to be furnished to the
Purchasers and any other holders of the then Outstanding City Notes:
(a) as soon as available, but in any even within one hundred
twenty (120) days after the end of each fiscal year throughout the term
hereof, a copy of the audited financial statements for such period
(consisting of at least a balance sheet and related statements of
income, retained earnings and changes in financial condition) of the
Company prepared in conformity with generally accepted accounting
principles applied on a basis consistent with that of the preceding fiscal
year, and certified (with no material qualifications or exceptions) by
independent certified public accountants selected by the Company and
satisfactory to the Bank;
(b) as soon as available, but in any event within thirty (30) days
of the end of each month of each fiscal year during the term hereof,
unaudited interim financial statements of the Company prepared and
certified by a proper accounting officer of the Company; and
(c) such other financial information concerning the Company as
either Purchaser or any holder of any City Notes shall reasonably
request from time to time.
Section 8.11. Special Covenants.
(A) The Company agrees that during the term hereof and as long as
any of the City Notes shall be Outstanding, unless the Bank otherwise shall give its
prior written consent, the Company:
(a) will not create, incur, assume or suffer to exist any Indebt-
edness except (i) the Indebtedness incurred under this Project Agree-
ment, (ii) Indebtedness (other than for borrowed money) on open
account or under trade acceptance in the ordinary course of business in
connection with normal trade obligations, and (iii) Indebtedness for
taxes and other charges to the extent permitted hereunder;
(b) will not create, assume or suffer to exist any mortgage,
lien, pledge, charge, security interest or encumbrance of any kind upon
any of its properties or assets, whether now owned or hereafter
acquired, except (i) liens created by the Deed of Trust, or this Project
Agreement, (ii) liens for taxes, assessments and other governmental
charges not yet payable, or the validity of which are being contested in
good faith by appropriate proceedings as provided herein and as to
which adequate reserves have been set aside on the books of the
Company, (iii) deposits or pledges to secure the payment of workmen's
compensation, unemployment insurance or other social security benefits
or obligations, public or statutory obligations, surety or appeal bonds or
other obligations of a like general nature incurred in the ordinary
- 33 -
course of business, and (iv) liens securing Indebtedness permitted by
subsection (a) hereof;
(c) will not create, assume or suffer to exist any liability,
direct or indirect, for or in connection with the obligations, stock or
dividends of any other person, whether by guaranty, endorsement,
agreement to purchase or repurchase, agreement to lease, agreement to
supply or advance funds (including, without limitation, agreements to
maintain working capital, solvency or other balance sheet conditions or
agreements to purchase stock or make capital contributions), or other-
wise, except endorsements of instruments for collection in the ordinary
course of business;
(d) will not (i) form any new subsidiary, (ii) enter into any
transaction of merger or consolidation, (iii) issue any additional shares
of capital stock, (iv) liquidate or dissolve itself (or suffer any liquida-
tion or dissolution), (v) convey, sell, lease, charter or otherwise dispose
of all or any substantial part of its property, assets or business,
NO except in the ordinary course of business, enter into any arrange-
ment directly or indirectly whereby the Company would sell or transfer
any properties either now owned or hereafter acquired, and then or
thereafter lease as lessee such properties or any part thereof or any
property to be used for substantially the same purpose;
(e) will not declare or pay any dividend on any share of its
capital stock or make any other distribution to its stockholders other
than salary or bonuses; or purchase, redeem, or otherwise acquire for
value any of its capital stock;
(f) except with respect to the Project, will not expend or enter
into a commitment to expend an amount in the aggregate for the
acquisition or lease of tangible, fixed or capital assets, including
repairs, replacements and improvements, which are capitalized under
proper accounting practice, which exceeds $ for any such
expenditure or $ for all such expenditures during any fiscal
year;
(g) will not subordinate or permit to be subordinated any claim
against, or obligation of, another person held or owned by it to any
other claim against or obligation of such other person;
(h) will not make or permit to remain outstanding any advances,
loans or extensions of credit to, or purchase or own any stock, bonds,
notes, debentures or other securities of or interest in, any Person
except accounts, instruments, chattel paper and general intangibles (as
defined in the UCC), arising or acquired in the ordinary course of
business as presently conducted;
(i) will not at any time permit any Plan maintained by it to:
(i) engage in any "prohibited transaction" as such term is
defined in Section 4975 of the Internal Revenue Code of 1954, as
amended;
-34-
(ii) incur any "accumulated funded deficiency" as such
term is defined in Section 302 of ERISA; or
(iii) terminate any such Plan in a manner which will result
in the imposition of a lien on the property of the User or any
Subsidiary pursuant to Section 4068 of ERISA; and
(j) will not voluntarily take any action which would adversely
affect its existence.
(B) The Company further agrees that during the term hereof and as
long as any of the City Notes shall be Outstanding, unless the Bank otherwise shall
have given its prior written consent, the Company:
(a) will (i) continue to engage in the businesses presently being
operated, (ii) keep and maintain all franchises, licenses and properties
useful and necessary in the conduct of its business in good order and
condition, and (iii) duly observe and conform to all material require-
ments of any governmental authorities relative to the conduct of its
business or the operation of its properties or assets (iv) remain qualified
to do business in the State.
(b) will pay its accounts payable and will maintain its accounts
receivable in a manner consistent with normal business practices,
including normal terms and conditions for payment, for companies
engaged in similar operations in similar jurisdictions.
(c) will maintain a ratio of consolidated Current Assets to
consolidated Current Liabilities of not less than to 1.0 throughout
the term hereof;
(d) will maintain consolidated Tangible Net Worth of not less
than $ from the date hereof through the end for the first fiscal
year ending during the term hereof, such minimum amount to escalate
thereafter by not less than $ during each fiscal year through-
out the term hereof;
(e) will maintain a ratio of total consolidated Indebtedness
minus Subordinated Indebtedness to total consolidated Tangible Net
Worth of not greater than to 1.0 throughout the term hereof;
(f) will maintain Working Capital of at least $ during
the term hereof;
(g) will maintain a ratio of Cash Flow to Debt Service of not
less than to 1.0 during the term hereof;
(h) will pay when due all taxes, assessments and other liabili-
ties, except those being contested in good faith and against which the
Company has set up adequate reserves in accordance with generally
accepted accounting principles; and
- 35 -
(i) will notify the Bank of the occurrence of any event of
default hereunder or the occurrence of any event which could result in
an Event of Taxability.
Section 8.12. Indemnification.
The Company agrees to indemnify and hold harmless the City, the
Purchasers, any member, officer, official, employee, and attorney of the City or
the Purchasers, against any and all losses, claims, damages or liabilities (i) caused
by any untrue statement of a material fact contained in its application or other
information submitted to the City or to the Purchasers by the Company with
respect to the issuance and sale of the City Notes and the funding of the Loan,
(ii) caused by any omission of any material fact necessary to be stated therein in
order to make such statements to the City or the Purchasers not misleading or
incomplete, or (iii) caused by the acquisition, construction or operation of the
Project.
If the City or any Purchaser is made a party defendant to any litigation
the subject matter of which is the Loan, the Project or any part thereof or any
interest therein, or the occupancy of the Project by the Company, then the
Company shall indemnify, defend and hold the City or the Purchasers harmless
from all liability by reason of such litigation, including reasonable attorneys' fees
and expenses incurred by the City or the Purchasers in any such litigation, whether
or not any such litigation is prosecuted to judgment.
If any party to this Project Agreement commences an action against
any other party to enforce any of the terms hereof or because of the breach of any
of the terms hereof, or for the recovery of any sum secured hereby, the prevailing
party shall pay the other party's reasonable attorneys' fees and expenses, and the
right to such attorneys' fees and expenses shall be deemed to have accrued on the
commencement of such action, and shall be enforceable whether or not such action
is prosecuted to judgment.
If any party shall breach any term of this Project Agreement or the
Deed of Trust, the other parties may employ an attorney or attorneys to protect
their rights, and in the event of such employment following any breach, the
breaching party shall reimburse the other parties for any reasonable attorneys' fees
and expenses incurred by the non -breaching party, whether or not an action is
actually commenced by reason of such breach.
Section 8.13. Certificate of No Default.
The Company agrees to deliver to the Bank, together with the financial
statements required by Section 8.10(a) and (b), a certificate of a representative of
the Company to the effect that it is not aware of any condition, event or act which
constitutes an Event of Default (as hereinafter defined), or which, with notice or
lapse of time, or both, would constitute such Event of Default, or if any such
condition, event or act exists, specifying the same. The Company further agrees to
notify the Bank as soon as possible after it becomes aware of an occurrence of an
Event of Default or any conditon, event or act which, with notice or lapse of time,
or both, would constitute such Event of Default and the action which the Company
proposes to take with respect thereto.
- 36 -
Section 8.14. Inspection of the Project.
The Company agrees that the City and Bank and their duly authorized
agents shall have the right at all reasonable times to enter upon and to examine
and inspect the Project.
Section 8.15. Indebtedness of Company.
The Company shall not permit any lien on the Project other than the
Loan or Permitted Encumbrances as defined herein.
The Company shall not directly or indirectly incur, assume, guarantee,
or otherwise become or be liable with respect to any indebtedness for borrowed
money other than the Loan incurred in connection with the Project. No additional
secondary financing shall be permitted in connection with the Project without the
express written approval of the Bank.
Section 8.16. Duties in Case of Breach of Covenant.
In the event that the Company becomes aware of the breach of any
covenant of the Company pursuant to this Article, the Company shall promptly
provide written notice of such breach to the City and the Bank.
Section 8.17. Pursuit of Remedies.
The Company shall diligently pursue all rights and remedies it may have
against any contractor or sub -contractor in its employ with respect to the
construction of the Project or the security as set forth in Section 3.04 of this
Project Agreement.
Section 8.18. Assumption of Loan.
The obligations of the Company pursuant to this Project Agreement,
the Loan and the Company Note may not be assumed.
Section 8.19. Assignment of Documents and Materials.
(a) As additional security for the Loan, the Company hereby transfers
and assigns to the Trustee all of the Company's right, title and interest in and to
all documents, instruments and materials of whatever nature, including, without
limitation, the final Plans and Specifications described on Exhibit "H" and any
modifications thereof or additions thereto, other drawings, architects' contracts,
and construction contracts and subcontracts, relating to the Project. Such transfer
and assignment shall be void and of no further force or effect upon payment in full
of the indebtedness secured by the Company Note and faithful performance by the
Company of all obligations, the performance of which is secured thereby. The
Company covenants to faithfully perform any and all obligations it may have under
the documents assigned hereby until such indebtedness has been paid in full. The
Trustee shall not be obligated to perform or discharge any such obligation, but
may, at its option, do so at the Company's expense in the event the Company
should fail to do so as herein provided.
(b) The Company hereby agrees to submit copies of all contracts
executed in connection with the construction of the Project as well as all estimates
- 37 -
and cost breakdowns to the Bank and the Company agrees that the Bank or its
agents shall have the right at all reasonable times to examine the Company's books
and records with respect to the Property.
ARTICLE IX
DEFAULTS AND REMEDIES
Section 9.01. Event of Default.
Any one or more of the following events, shall constitute an Event of
Default hereunder:
(a) if any representation or warranty made herein or in any closing
certificate, financial statement, material report, material certificate furnished by
the Company in connection with this Project Agreement shall prove to be false or
misleading in any material respect;
(b) default in the payment of any installment of the principal or
interest on the City Notes, the Company Note or any other sum when due under the
Loan;
(c) breach or default in the due observance or performance of any
covenant, condition or agreement on the part of the Company to be observed or
performed pursuant to the terms of this Project Agreement, Company Note or
Deed of Trust, other than the payment of principal and interest which shall be
governed by (b) above, and such default shall continue unremedied for thirty (30)
days after notice thereof given by the Bank pursuant to Section 10.01 specifying
such default and requesting that it be remedied, provided that if such default is of
such nature that it can be remedied, but not within said thirty (30) days, upon the
consent of the Bank, such default shall not constitute an Event of Default so long
as the Company institutes prompt corrective action; such default, however, must
be cured within six (6) months.
(d) The Company shall have applied for or consented to the appoint-
ment of a custodian, receiver, trustee or liquidator of all or a substantial part of
their assets; a custodian shall have been appointed with or without consent of the
Company; shall have made a general assignment for the benefit of creditors or
have filed a voluntary petition in bankruptcy, or shall have filed a petition or an
answer seeking reorganization or an arrangement with creditors, or taken advan-
tage of any insolvency law, or shall have submitted an answer admitting the
material allegations of a petition in bankruptcy, reorganization or insolvency
proceeding or a petition in bankruptcy shall have been filed against the Company,
or an order for relief shall have been entered under the Bankruptcy code, or an
order, judgment or decree shall have been entered, without the application,
approval or consent of the Company by any court of competent jurisdiction
approving a petition seeking reorganization of the Company, or appointing a
receiver, trustee, custodian or liquidator of the Company, or for a substantial part
of any of its assets; or if the Company shall have suspended the transaction of its
usual business related to the management and operation of the Project;
- 38 -
(e) a writ of execution or attachment or any similar process shall be
issued or levied against all or any part of or interest in the Project, or any
judgment involving monetary damages shall be entered against the Company which
shall become a lien on the Project or any portion thereof or interest therein and an
appeal is not taken and actively prosecuted on such judgment within fifteen (15)
days of its entry, or such execution, attachment or similar process is not released,
bonded, satisfied, vacated or stayed within fifteen (15) days after its entry or levy.
(f) the Company (i) shall have failed to make payment when due of
any final maturity on any obligation representing Indebtedness, (ii) shall have failed
to make any other payment when due on any obligation representing Indebtedness,
or (iii) shall have failed to perform or observe any other provision contained in any
such obligation or in any instrument or agreement securing or relating to such
obligation and, in the case of an event described in (ii) or (iii), the effect of either
such failure is to cause, or permit the holder of such obligation or a trustee to
cause, such obligation to become due prior to its stated maturity.
(g) the Guarantor shall have failed to perform any covenant, condi-
tion or agreement required to be performed by it under the Guaranty Agreement.
Section 9.02. Remedies.
(a) Upon the occurrence of an Event of Default, and at any time
thereafter during the continuance of such Event of Default the City or the Trustee
on behalf of the City may take one or more of the following rights and remedies
which shall be in addition to and not in limitation of any other right or remedy
which may be available to the City or the Trustee (whether pursuant to agreement
or by operation of law) including but not limited to, the rights and remedies of a
secured party under the Uniform Commercial Code of the State:
(1) The City or the Trustee may declare all amounts payable
hereunder and pursuant to the Company Note to be immediately due and payable
with applicable premiums, whereupon the same shall become immediately due and
payable to the Bank.
(2) The City or the Trustee may cause any or all of the Project
to be sold under the power of sale granted by the Deed of Trust in any manner
permitted by applicable law.
(3) The City or the Trustee may exercise any other right or
remedy available under this Project Agreement.
(b) In the event that the Company fails to make any payment
required hereby, the payment so in default shall continue as an obligation of the
Company, subject to the provisions of Section 3.02 hereof, until the amount in
default shall have been fully paid.
(c) Notwithstanding the foregoing, unless and until the City or the
Rank shall have commenced proceedings to foreclose its interest in the Project;
(1) The Company may, at any time, pay all accrued unpaid
amounts plus applicable premiums (exclusive of any such amounts accrued solely by
virtue of acceleration of the due date of the Company Note) and fully cure all
def aults; and
- 39 -
(2) In such event, this Project Agreement shall be fully rein-
stated, as if it had never been terminated, and the Company shall be accordingly
restored to the use and possession of the Project.
(d) Nothing contained in this Section shall be deemed to prevent the
Company from seeking legal or equitable relief if it disputes the existence of an
Event of Default.
Section 9.03. No Remedy Exclusive.
No remedy herein or in the Deed of Trust conferred or reserved to the
City is intended to be exclusive of any other remedy or remedies herein or by law
provided or permitted, but each and every such remedy shall be cumulative and
shall be in addition to every other remedy given under this Project Agreement and
the Company Note or Deed of Trust or now or hereafter existing at law or in equity
or by statute. Every power or remedy given by any of the instruments set forth in
Section 3.04 to the City or to which it may be otherwise entitled, may be exercised
separately, successively, concurrently or independently, from time to time and as
often as it may be deemed expedient by the City or the Trustee on behalf of the
City and the City or the Trustee on behalf of the City may pursue inconsistent
remedies. No delay or omission to exercise any right or power accruing upon any
default shall impair any such right or power or shall be construed to be a waiver
thereof, but any such right and power may be exercised from time to time and as
often as may be deemed expedient. Any failure by the City to insist upon strict
performance by the Company of any of the terms and provisions of this Project
Agreement or of the Company Note or the Deed of Trust shall not be deemed to be
a waiver of any of the terms or provisions thereof, and the City or the Trustee on
behalf of the City shall have the right thereafter to insist upon strict performance
by the Company of any and all of them. In order to entitle the City or the Trustee
on behalf of the City to exercise any remedy reserved to it in this Article, it shall
not be necessary to give notice, other than such notice as may be required in this
Article or by law. Such rights and remedies as are given the City or the Trustee on
behalf of the City hereunder shall also extend to the Trustee, and the Trustee shall
be entitled to the benefit of all covenants and agreements herein contained and
may without any prior comment of the City or the Trustee on behalf of the City,
proceed to seek any remedy provided for herein.
Section 9.04. Agreement to Pay Attorneys' Fees and Expenses.
In the event the Company should default under any of the provisions of
this Project Agreement and either the City, the Trustee or the holders of the City
Notes shall require and employ attorneys or incur other expenses of the nature set
forth in Section 9.02 or for the collection of payments due or to become due or for
the enforcement or performance or observance of any obligation or agreement on
the part of the Company herein contained or to preserve the Project or to preserve
the priority of the Company Note and the Deed of Trust or to defend any suit
involving the Project including bankruptcy proceedings or in preparation for the
commencement or defense of any proceeding or threatened suit or proceeding, all
of said fees and expenses shall be added to the indebtedness of the Loan and shall
be secured by the Deed of Trust and other security for the Loan provided for
herein, the Company agrees that it will pay to the City, the Trustee or the holder
of the City Notes the reasonable fees of such attorneys or such expenses as set
forth in this Project Agreement, the Company Note and the Deed of Trust and
other expenses so incurred by the City, the Trustee or the holder of the City Notes.
-40-
Section 9.05. No Additional Waiver Implied by One Waiver.
In the event any agreement contained in this Project Agreement should
be breached by any party and thereafter waived by any party, such waiver shall be
limited to the particular breach so waived and shall not be deemed to be a waiver
as to any other breach hereunder.
Section 9.06. Repayment After Acceleration.
Upon the acceleration of the Company Note, a tender of payment of
the amount necessary to satisfy the entire indebtedness secured hereby made at
any time prior to foreclosure sale by the City, its successors, or assigns or by
anyone on behalf of the City, its successors or assigns, shall, to the extent
permitted by law, constitute an evasion of the prepayment terms contained in
Section 3.06 of this Project Agreement and be deemed to be a voluntary
prepayment hereunder, and the City shall not be obligated to accept any such
tender of payment unless such tender of payment includes the additional applicable
prepayment fee required by Section 3.03 of the then outstanding principal balance
of the indebtedness evidenced by the Company Note together with any and all
other sums then owing to the City and the Trustee hereunder or under the Company
Note and the Deed of Trust.
ARTICLE X
MISCELLANEOUS
Section 10.01. Notices.
All notices, certificates, requests or other communications between the
City, the Company, the Purchasers and the Trustee required to be given hereunder
or under the Resolution of Issuance shall be sufficiently given and shall be deemed
given when mailed by certified mail, return receipt requested, postage prepaid, on
the fifteenth Business Day after the day on which mailed, addressed as follows:
City: Company:
Trustee:
Purchasers:
A copy of each notice, certificate, request or other communication
given hereunder to either the City, the Company, the Purchasers or the Trustee
shall also be given to the others, and copies of all such notices shall be given to
Bond Counsel. The City, the Company, the Purchasers and the Trustee may, by
notice given hereunder, designate any further or different addresses to which
subsequent notices, certificates, requests or other communications shall be sent.
-41-
Section 10.02. Effect of Agreement.
This Project Agreement shall inure to the benefit of and shall be
binding upon the City, the Company, the Purchasers and their respective successors
and assigns, subject to the limitation that any obligation of the City created by or
arising out of this Project Agreement shall be a limited obligation of the City,
payable solely out of the Revenues of the City derived from this Project
Agreement and the other funds held or set aside in trust under the Resolution of
Issuance and shall not constitute a pledge of the faith and credit of the City or an
indebtedness or a charge against the general credit or taxing powers of the City or
the State or any political subdivision thereof within the meaning of any constitu-
tional or statutory debt limitation provision of the State whatsoever.
Section 10.03. Amendment.
This Project Agreement may be amended in any respect but only by
written agreement of the parties hereto, and, if the City Notes remain outstanding
at the time of such amendment, subject to the limitations on such amendments set
forth in the Resolution of Issuance.
Section 10.04. Counterparts.
This Project Agreement may be executed in any number of counter-
parts, each of which, when so executed and delivered, shall be an original; but such
counterparts shall together constitute but one and the same Project Agreement.
Section 10.05. Severability of Provisions.
If any clause, provision or section of this Project Agreement shall be
held illegal or invalid by any court, the invalidity of such clause, provision or
section shall not affect any of the remaining clauses, provisions or sections hereof,
and this Project Agreement shall be construed and enforced to the end that the
transactions contemplated hereby be effected and the obligations contemplated
hereby be enforced, as if such illegal or invalid clause, provision or section had not
been contained herein. In case any agreement or obligation contained in this
Project Agreement shall be held to be in violation of law, then such agreement or
obligation shall be deemed to be the agreement or obligation of the City, the
Company or the Bank, as the case may be, to the full extent permitted by law.
Section 10.06. Construction.
The laws of the State of California shall govern the construction and
interpretation of this Project Agreement.
Section 10.07. Assignment to Trustee.
The interest of the City in this Project Agreement and in the Company
Note is hereby assigned by the City to the Trustee for the holders of the City
Notes.
-42-
(SEAL)
ATTEST:
City Clerk
(SEAL)
Executed as of the day of , 1982.
CITY OF SAN BERNARDINO, CALIFORNIA
(the "City")
By
Mayor
-43 -
DOANE PRODUCTS COMPANY,
a Missouri corporation
(the "Company")
am
Title:
By:
Title:
ALLIED BANK OF TEXAS,
a Texas banking corporation
(the 'Bank" or the "Purchaser")
By:
Title:
By:
Title:
FIRST NATIONAL BANK AND TRUST COMPANY OF
JOPLIN, a national banking association
By:
Title:
By:
Title:
a
(the "Trustee")
By:
Title:
By:
Title:
-44-
ACKNOWLEDGEMENT
STATE OF CALIFORNIA )
COUNTY OF )
On this day of , 1982, before me, a Notary Public duly
commissioned, qualified and acting within and for the State and County aforesaid,
appeared in person the within -named in the capacity of
of Doane Products Company, a corporation, to me
personally known, who stated that he was duly authorized in his capacity as
aforementioned to execute the foregoing instrument for and in the name and behalf
of the Company, and further stated and acknowledged that he had so signed,
executed and delivered the foregoing instrument for the consideration, uses and
purposes therein mentioned and set forth.
IN TESTIMONY WHEREOF, I have hereunto set my hand and official
seal this day of , 1982.
(SEAL)
My Commission expires:
Notary Public
-45-
ACKNOWLEDGEMENT
STATE OF CALIFORNIA
COUNTY OF
On this day of , 1982,.before me, a Notary Public duly
commissioned, qualified and acting within and for the State and County aforesaid,
appeared in person the within -named in the
capacity of of Doane Products Company, a
corporation, to me personally known, who stated that he was duly authorized in his
capacity as aforementioned to execute the foregoing instrument for and in the
name and behalf of the Company, and further stated and acknowledged that he had
so signed, executed and delivered the foregoing instrument for the consideration,
uses and purposes therein mentioned and set forth.
IN TESTIMONY WHEREOF, I have hereunto set my hand and official
seal this day of , 1982.
(SEAL)
My Commission expires:
Notary Public
-46-
ACKNOWLEDGEMENT
STATE OF CALIFORNIA )
COUNTY OF )
On this day of , 1982, before me, a Notary Public duly
commissioned, qualified and acting within and for the State and County aforesaid,
appeared in person the within -named of in the capacity of
of , to me personally
known, who stated that he was duly authorized in his capacity as aforementioned to
execute the foregoing instrument for and in the name and behalf of the Bank, and
further stated and acknowledged that he had so signed, executed and delivered the
foregoing instrument for the consideration, uses and purposes therein mentioned
and set forth.
IN TESTIMONY WHEREOF, I have hereunto set my hand and official
seal this day of , 1982.
(SEAL)
My Commission expires:
Notary Public
-47 -
ACKNOWLEDGEMENT
STATE OF CALIFORNIA
COUNTY OF
On this day of , 1982, before me, a Notary Public duly
commissioned, qualified and acting within and for the County and State aforesaid,
appeared in person the within -named and
, Mayor and City Clerk, respectively, of the City of
San Bernardino, California, to me personally known, who stated that they were duly
authorized in their respective capacities to execute the foregoing instrument for
and in the name and behalf of said City, and further stated and acknowledged that
they had so signed, executed and delivered the foregoing instrument for the
consideration, uses and purposes therein mentioned and set forth.
IN TESTIMONY WHEREOF, I have hereunto set my hand and official
seal this day of , 1982.
(SEAL)
My Commission expires:
Notary Public
-48-
Exhibit "A"
$4,500,000
COMPANY NOTE
PROMISSORY NOTE SECURED BY DEED OF TRUST
From Doane Products Company, a Missouri corporation
to the
City of San Bernardino, California, a municipal corporation
$4,500,000
2,008-7
8/10/82
San Bernardino, California
August, 1982
FOR VALUE RECEIVED, Doane Products Company, a Missouri
corporation (the "Company"), promises to pay to _ , a
Corporation (the "Trustee"), on behalf of the City of San
Bernardino, California, a municipal corporation (the "City") at the address indi-
cated below or at such other location as the Trustee shall designate in writing, or
at such other place as the holder or holders of this Note may from time to time
designate, the principal sum of Four Million Five Hundred Thousand Dollars
($4,500,000), plus interest as computed below.
The Company Note shall bear interest at a variable rate equal to sixty-
five percent (65%) of the Prime Rate, as defined in the Project Agreement,
calculated daily, provided, however, that such rate shall never be less than eight
and three quarters percent (8-3/4%). Interest on this Company Note shall be
payable monthly on the first day of each month, with the first interest payment to
be made on October 1, 1982. This Company Note shall mature, subject to the
prepayment provisions of Section 3.06 of the Project Agreement in one hundred
eighty (180) equal monthly installments of $25,000 each commencing _
1, 19_, and ending _ __ 1, 19 . In the event that Allied Bank of Texas
shall fail to establish or publish a Prime Rate, then, for purposes hereof, the Prime
Rate shall be deemed to be the average Prime Rate for the three (3) largest (total
assets) banking institutions in the continental United States then publishing a prime
rate. All payments shall be in lawful money of the United States of America and
shall be applied first to interest and the remainder, if any, on principal.
It is the intent of the City, the Purchasers of the City Notes and the
Company that payments on this Company Note shall be in an amount sufficient to
fully pay all payments of principal and interest on the City Notes together with any
fees of the City or any servicer of the Loan. Payment on this Company Note shall
be deemed to constitute payment on the City Notes without further delivery by the
City.
MW
This Company Note is subject to all of the terms and conditions
contained in the Project Agreement, the Deed of Trust and the Resolution of
Issuance, executed, acknowledged and delivered on or prior to the date of this
Company Note by the undersigned or the City to the same extent as if such
documents were set forth in full in this Company Note and the same are hereby
incorporated herein by reference.
This Company Note is secured by the Deed of Trust on the Project,
which Deed of Trust constitutes a first lien on the Project; and such other security
instruments as may be provided for in the Project Agreement.
This Company Note shall become immediately due and payable prior to
maturity under the circumstances as provided in the Project Agreement, including
upon the occurrence of an Event of Taxability or an Event of Default. This
Company Note may be prepaid at the option of the undersigned in whole or in part
as provided in the Project Agreement. The Company shall prepay the Company
Note in whole, at the option of the holders of at least 66-2/3% of the aggregate
principal amount of the City Notes Outstanding on September 1, 1987 or September
1, 1992, at a price equal to the aggregate principal amount of the Company Note
Outstanding plus interest thereon to the redemption date, without premium, as
provided in the Project Agreement. The undersigned agrees to pay all costs of
collection when incurred, including but not limited to reasonable attorneys' fees. If
any suit or action is instituted to enforce this Company Note, the undersigned
promises to pay, in addition to the costs and disbursements otherwise allowed by
law, such sum as the court may adjudge reasonable attorneys' fees in such suit or
action.
If any payment due hereunder is not made on or prior to the day the
date such payment is due, the undersigned agrees to pay a late charge in the
amount of two percent (2%) of the payment so due and unpaid, in addition to said
payment; but nothing in this paragraph is to be construed as any obligation on the
part of the holder of this Company Note to accept payment of any installment of
less than the total unpaid principal balance after its due date.
In the event of a Determination of Taxability as defined in the Project
Agreement, this Company Note shall be redeemed prior to maturity in whole on the
date and in the amount as provided in the Project Agreement.
If this Company Note is not paid when due, the Company promises to
pay all costs and expenses of collection and reasonable attorneys' fees incurred by
the holder hereof on account of such collection, plus interest at the rate applicable
to principal, whether or not suit is filed hereon. The Company hereby consents to
renewals, replacements, and extensions of time for payment hereof, before, at, or
after maturity; consents to the acceptance, release or substitution of security for
this Company Note; and waives demand and protest and the right to assert any
statute of limitations. The indebtedness evidenced hereby shall be payable in
lawful money of the United States. In any action brought under or arising out of
this Company Note, the Company, including successor(s) or assign(s) hereby
consents to the jurisdiction of any competent court within the State of California,
and to service of process by any means authorized by California law.
Any payment to be made under this Company Note shall be made when
due at the Principal Office of the Trustee at:
- 2 -
This Company Note will be governed by California law.
IT IS HEREBY CERTIFIED, RECITED AND DECLARED that all acts,
conditions and things required by the Constitution and statutes of the State of
California, the Ordinance, the applicable Project Agreement and the Resolution of
Issuance referred to therein, to exist, to have happened and to have been
performed precedent to and in the issuance of this Company Note, exist, have
happened and have been performed in due time, form and manner as required by
law.
All capitalized terms used herein shall have the meanings attributed to
them in the Project Agreement.
When the identity of the undersigned makes it appropriate, the singular
shall include the plural and the plural shall include the singular.
DOANE PRODUCTS COMPANY,
a Missouri corporation
By:_
Title:
By:
Title:
- 3 -
Exhibit "B"
2,008-11/SB4*
7/27/82
RECORDING REQUESTED BY AND
WHEN RECORDED MAIL TO:
LAW OFFICES OF TIMOTHY J. SABO )
Suite 230 )
20335 Ventura Boulevard )
Woodland Hills, California 91364 )
Space Above For Recorder's Use
DEED OF TRUST
THIS DEED OF TRUST is being executed by Doane Products Company,
a Missouri corporation, the owner of the real property described in the attached
Exhibit "A" (the "Trustor"), to (the "Trustee"), in favor of the
CITY OF SAN BERNARDINO (the "Beneficiary").
The Beneficiary is making a loan to the Trustor in the amount of
$ (the "Loan") evidenced by a promissory note, dated as of the date
hereof, payable to Beneficiary or its order in the principal amount of the Loan
together with interest thereon (the "Note"). The Loan will be funded at the time
and in accordance with the Project Agreement by and among the Trustor, the
Trustee and the Beneficiary, dated as of 1, 1982 (the "Project
Agreement"). All terms used herein shall be defined in the same manner as such
items are defined in the Project Agreement.
In consideration of the Loan, the Trustor hereby irrevocably grants,
conveys, transfers and assigns to the Trustee, its successors and assigns, in trust
with power of sale and right of entry and possession as provided below, all of its
present and future estate, right, title and interest in and to the following described
property: (A) The real property (the "Property") described in the attached
Exhibit "A" which is incorporated into this Deed of Trust by reference; (B) All
structures, buildings, improvements, appurtenances and fixtures of any kind on the
Property owned by Trustor, including but not limited to all apparatus, equipment
and appliances used in connection with the operation or occupancy of the Property,
such as heating and air-conditioning systems and facilities used to provide any
utility services, refrigeration, ventilation, and all window coverings, drapes and
rods, carpeting and floor coverings, it being intended and agreed that all such items
will be conclusively considered to be a part of the real property conveyed by this
Deed of Trust, whether or not attached or affixed to the Property (the
"Improvements"); (C) all existing and future appurtenances of the Property and all
rights of the Trustor in and to any existing and future streets, roads or public
places, easements or rights of way relating to the Property; (D) All of the existing
and future leases affecting the Property or any part thereof, including but not
limited to any security deposits; (E) All existing and future proceeds and claims
arising on account of any damage to or taking of the Property or any part thereof
and all existing and future causes of action and recoveries for any loss or
diminution in value of the Property or any part thereof.
-1-
The Trustor also hereby grants to the Trustee in favor of the Benefici-
ary a security interest in all of the following described property, whether now or
hereafter existing, and in which the Trustor now has or hereafter acquires any
right, title, estate or interest: (F) All goods located on the Property or any part
thereof and used in the operation or occupancy of the Property or any part thereof
or in any construction on the Property or any part thereof but which are not
effectively made real property under Clause (B) above, including but not limtied to
all appliances, furniture and furnishings, building service equipment, and building
materials, supplies and equipment; and (G) All general intangibles relating to the
development or use of the Property or any part thereof, including but not limited
to all governmental permits relating to construction on the Property or any part
thereof, all names under or by which the Property or any part thereof or any of the
Improvements may at any time be operated or known and all rights to carry on
business under any such names or any variant thereof, and all trademarks and
goodwill in any way relating to the Property or any part thereof.
All of the foregoing real; and personal property and interests therein
described in the above clauses (A) throught (G) inclusive are herein collectively
called the "Mortgaged Property."
This instrument secures: (1) Payment and performance of the Trustor's
indebtedness and obligations under the Note evidencing the Loan, and all exten-
sions, renewals and modifications thereof; (2) The payment and performance of the
Trustor's obligations under this Deed of Trust; (3) The payment of all sums
advanced or paid out by the Beneficiary or the Trustee under any provision of this
Deed of Trust to protect the security of this Deed of Trust; and (4) The payment
and performance of the Trustor's obligations and agreements under the Project
Agreement and under all other and future agreements executed by the Trustor in
favor of the Beneficiary and relating to the Note.
follows:
To protect the security of this Deed of Trust, the parties agree as
A. General
1. Title to Properties. Except as disclosed to Beneficiary in
writing, Trustor has good and marketable title to the Property as shown on
Exhibit "A" free and clear of any lien or encumbrance.
2. Preservation and Defense of Property. Subject to Sec-
tion 5.02 of the Project Agreement: Trustor agrees to keep the Project, as that
term is defined in the Project Agreement (herein the "Project"), in good order and
good operating condition; to make or cause to be made, as and when necessary, all
repairs, renewals and replacements, structural and non-structural, exterior and
interior, ordinary and extraordinary, foreseen and unforeseen; not to remove,
demolish or substantially alter or permit the removal, demolition or substantial
alteration (except such alterations as may be required by laws, ordinances or
regulations) of any of the improvements on the Property; to complete promptly and
in good and workmanlike manner any improvement which may be damaged,
removed, substantially altered or destroyed thereon, and to pay when due all claims
for labor performed and materials furnished therefor; to comply with all laws,
ordinances, regulations, covenants, conditions and restrictions now or hereafter
enacted affecting the Project or the Property or any part thereof or requiring any
-2-
alterations or improvements; not to commit or permit any waste or deterioration
of the Project or the Property; to keep and maintain abutting grounds, sidewalks,
roads, parking and landscaped areas over which Trustor has control in good and
neat order and repair; to comply with the provisions of any easement of all or any
part of the Project, or the Property; not to knowingly commit, suffer or permit any
act to be done in or upon the Project or the Property in violation of any law,
ordinance or regulation; not to permit the Project or the Property to become
vacant or deserted.
Should said Project or Property, or any part thereof, require inspection,
repair or protection other than that given it by Trustor, then, and in that event,
Beneficiary may enter or cause entry to be made upon said Property and into
building or buildings thereon for inspection, repair or protection thereof, and such
repair may be made by Beneficiary and be made or done in such manner as fully to
protect the interest of Beneficiary in the opinion of Beneficiary, and any and all
sums expended by Beneficiary in doing or causing to be done any of the things
above authorized are secured by this Deed of Trust and shall be paid by Trustor on
demand.
Trustor will appear in and contest any action or proceeding purporting
to affect the interest of the Beneficiary in the Project or the Property as set forth
in the Project Agreement or the rights or powers of the Beneficiary or its assigns
and to pay all costs and expenses, including reasonable attorneys' fees, in any such
action or proceeding in which the Beneficiary or the Trustee on behalf of the
Beneficiary may appear.
coverages:
3. Insurance Required.
(a) The Trustor agrees to provide the following insurance
(i) Hazard and Liability Insurance;
(ii) During the course of any repair to or improve-
ment to the Project, Trustor shall provide builder's completed
value risk insurance against "all risks of physical loss", including
collapse and transit coverage, during construction of such im-
provements, with deductibles not to exceed $1,000, in non -
reporting form, covering the total value of work performed and
equipment, supplies and materials furnished. Such policy of insur-
ance shall contain the "permission to occupy upon completion of
work or occupancy" endorsement.
(iii) The Trustor shall supply boiler and machinery
insurance covering pressure vessels, air tanks, boilers, machinery,
pressure piping, heating, air conditioning, refrigeration and eleva-
tor equipment and escalator equipment, provided the Project
contains equipment of such nature, and insurance against loss of
occupancy or use arising from any such breakdown, in such
amounts as are reasonably satisfactory to the City.
(iv) The Trustor further agrees to procure and deliv-
er to the City, policies of title insurance required under Sec-
-3-
tion 4.02 of the Project Agreement issued by a company author-
ized by the State of California to issue such insurance.
(v) At all times during the term of this Deed of
Trust, Trustor shall comply with the laws of the State of
California relating to worker's compensation with respect to the
Project.
Such insurance coverage may be effected under overall blanket or
excess coverage policies of Trustor or may be provided by tenants of the Project
but all policies required hereunder shall name the Beneficiary and the Trustee as
additional insureds and shall contain a standard mortgage clause in favor of the
Trustee on behalf of the Beneficiary, not subject to contribution, and lender's loss
payable endorsement for the benefit of the Trustee on behalf of the Beneficiary.
Trustor shall furnish or cause to be furnished to the Trustee a certificate of
insurance evidencing proof of coverage with respect to all required insurance. If a
blanket or excess coverage policy is utilized, then Trustor shall furnish to the
Trustee a signed certificate of insurance for each policy setting forth the
coverage, the limits of liability, the name of the carrier, the policy number, and
the expiration date.
In the event of loss or damage to the Project, the net proceeds of any
insurance provided hereunder shall be applied as set forth in Article V of the
Project Agreement; in the event of a public liability occurrence, the net proceeds
of any insurance provided hereunder shall be applied toward extinguishment or
satisfaction of such liability.
Each insurance policy maintained pursuant to this Section shall contain
a provision that such policy shall not be cancelled or amended in any material
manner unless the Trustee and the Beneficiary are notified at least thirty (30) days
prior to such cancellation or amendment and at least ten (10) days prior to the
expiration of any such policy Trustor shall furnish evidence satisfactory to the
Trustee and the Beneficiary that such policy has been renewed or replaced or is no
longer required by the Project Agreement. All policies of insurance shall contain an
endorsement or agreement by the insurer that any loss shall be payable in
accordance with the terms of such policy notwithstanding any act or negligence of
Trustor which might otherwise result in forfeiture of such insurance and the
further agreement of the insurer waiving all rights of set off, counterclaim or
deductions against Trustor. All such policies shall not be subject to contribution by
the Beneficiary or the Trustee.
All such policies, including policies for any amounts carried in excess of
the required minimum and policies not specifically required by the Trustee shall be
in a form satisfactory to the Beneficiary, shall be maintained in full force and
effect, as collateral security for payment of the Loan. If the insurance, or any part
thereof, shall expire, or be withdrawn, or become void or unsafe by reason of
Trustor's breach of any condition thereof, or become void or unsafe by reason of
the failure or impairment of the capital of any company in which the insurance
may then be carried, or if for any reason whatever the insurance shall be
unsatisfactory to the Trustee, Trustor shall place new insurance on the Project,
satisfactory to the Trustee.
-4-
In the event Trustor fails to provide, maintain, keep in force or deliver
and furnish to the Beneficiary and the Trustee the policies of insurance required
hereunder and by the Project Agreement, the Trustee may procure such insurance
or single -interest insurance for such risks covering its interest, and Trustor shall
pay all premiums thereon promptly upon demand by the Trustee and until such
payment is made by Trustor, the amount of all such premiums, together with
interest thereon at a rate which shall be equal to the rate specified in the Note,
shall be secured by the Deed of Trust.
In the event of foreclosure of this Deed of Trust or assignment of the
Project in extinguishment, in whole or in part of the Loan, all right, title and
interest of Trustor in and to all policies of insurance required by the Project
Agreement shall inure to the benefit of and pass to the successor in interest to
Trustor or the purchaser or grantee of the Project.
4. Payment of Taxes. Trustor will pay and discharge promptly
all State and federal taxes, assessments and governmental charges or levies
imposed upon it in connection with the Project or in respect of any of its property
and assets used in connection with the Project before the same shall become in
default, including, but not limited to, all taxes to which Trustor and any company,
corporation, joint stock association or limited partnership in which the Project
shall hereafter vest may be liable under the laws of the United States of America,
the State both present and future, which under the provisions of such laws may be
or become a prior lien upon the Project and the Property, as well as all other
charges or claims of every kind and nature which may be or become a prior lien
upon the Project, or which may be or become first distributable or allowable or
payable, before the indebtedness secured hereby, out of the proceeds of any
judicial sale of the Project, except such that are contested by Trustor in
accordance with the Project Agreement.
5. Liens and Encumbrances. Trustor will pay and promptly
discharge, at its cost and expense, all other liens, encumbrances and charges upon
the Project, or any part thereof or interest therein; provided that Trustor shall
have the right to contest in good faith the validity of any such lien, encumbrance
or charge; provided, however, that if any such lien, encumbrance or charge has or
may have priority over the lien of this Deed of Trust, then Trustor shall first
deposit with the Beneficiary a bond or other security satisfactory to the Benefici-
ary in such amounts as the Beneficiary shall reasonably require; and further
provided that Trustor shall thereafter diligently proceed to cause such lien,
encumbrance or charge to be removed and discharged. If Trustor shall fail to pay
and promptly discharge any such lien, encumbrance or charge, then, in addition to
any other right or remedy of the Beneficiary, the Beneficiary may, but shall not be
obligated to, discharge the same, either by paying the amount claimed to be due, or
by procuring the discharge of such lien by depositing in court a bond or the amount
claimed or otherwise giving security for such claim, or in such manner as is or may
be prescribed by law, and all expenditures and expenses incurred by the Beneficiary
in so doing shall be recoverable from Trustor upon the terms set forth in Article IX
of the Project Agreement and shall be deemed advances secured by the lien of the
Deed of Trust. Trustor shall not permit any lien on the Property or the Project
other than the Loan or Permitted Encumbrances, except Junior Liens placed on the
Property or the Project with the prior written consent of the Beneficiary, such
consent not to be unreasonably withheld, all as provided in the Project Agreement.
-5-
6. Insurance and Condemnation Proceeds. Should a loss occur
under any policy of insurance required by Section 3 hereof, or should all or any
portion of the Property be taken or damaged by reason of any public improvement
or condemnation proceeding, the Beneficiary shall be entitled to all insurance
proceeds, compensation, awards and other payments or relief therefor (all herein-
after referred to as "proceeds"), and, whether or not the security for the Loan
secured by this Deed of Trust has been impaired, the Beneficiary shall be entitled
to apply the proceeds collected, after first deducting therefrom all its expenses,
including attorneys' fees, in collecting said proceeds, to any and all indebtedness
secured hereby and thereafter shall pay the balance remaining, if any, to the
Trustor. At its option, in its own name, the Beneficiary shall be entitled to
commence, appear in and prosecute any action or proceeding or to make any
compromise or settlement, in connection with such loss, taking or damage. All such
proceeds and rights of action hereby are assigned to the Beneficiary. In the event
of such insurance loss or in the event that only a portion of the Property is taken or
damaged by reason of any public improvement or condemnation proceeding, and
restoration is necessary, the Beneficiary, after deducting from said proceeds
received all its expenses, including attorneys' fees, and at its sole and absolute
discretion and without limiting the provisions of the preceding sentences hereof,
may release to the Trustor, as restoration progresses, so much of said amount as
equals the costs of restoration effected by the Trustor, subject to reasonable
conditions, including the right of the Beneficiary to withhold up to ten percent
(10%) of said amount until completion and the expiration of the period within which
mechanics' or materialmen's liens may be filed and until receipt of satisfactory
evidence that no liens exist. Any amount required to complete such restoration in
excess of such proceeds shall be paid by the Trustor before such proceeds are used.
The Trustor agrees to execute such further assignments of any such proceeds and
rights of action as the Beneficiary or the Trustee may require.
7. Payment of Utilities. Trustor shall pay when due all utility
charges which are incurred for the bene it of the Project or which may become a
charge or lien against the Project for gas, electricity, water or sewer services
furnished to the Project and all other assessments or charges of a similar nature,
whether public or private, affecting the Project or any portion thereof, whether or
not such taxes, assessments or charges are liens thereon.
8. Concerning the Project. Trustor shall devote the Project to
industrial uses as set forth in the Project Agreement.
There shall be no discrimination against or segregation of
any person, or group of persons, on account of sex, race, marital status, color, age,
creed, handicap, national origin or ancestry in the enjoyment of the Property, nor
shall Trustor or any person claiming under or through them establish or permit any
such practice or practices of discrimination or segregation with reference to the
selection, location, number, use or occupancy of tenants, lessees, subtenants,
sublessees, or vendees of the Project or any portion thereof.
9. Compliance with Applicable Laws. All work performed in
connection with the Project shall be performed in strict compliance with all
applicable federal, state, county and municipal laws, ordinances, rules and regula-
tions now in force or that may be enacted hereafter. The existing improvements at
the Project and the operation of the Project shall also comply with all applicable
federal, state, county or municipal laws, ordinances, rules and regulations.
-6-
1.0. Financial Statements. Trustor shall furnish the Trustee, or
cause to be furnished to the Trustee, annual financial and operating statements of
Trustor with respect to the Project (within one hundred twenty (120) days of the
close of the Trustor's fiscal year) prepared by a certified public accountant
reasonably satisfactory to the Beneficiary and the Trustee but which need not be
audited. Trustor agrees to make its books and records relating to the Project
available for inspection by the Beneficiary the Trustee, upon request at any
reasonable time.
11. Sale or Transfer of Project. If Trustor intends to sell or
transfer the Project in accordance with the terms of the Project Agreement, in
whole or in part, it shall give Beneficiary and Trustee thirty (30) day prior written
notice of the name and address of the purchaser or transferee, together with
(a) written evidence that the purchaser or transferee will be bound by all terms of
the Project Agreement, the Note, this Deed of Trust, the Assignment of Leases,
and (b) written evidence that the declaration of establishment of protective
covenants, conditions and restrictions and grant of easement will remain in full
force and effect.
12. Indemnification, Authorization of Certain Actions,
Attorneys' Fees. If the Beneficiary or the Trustee is made a party defendant to
any litigation the subject matter of which is the Loan, the Project or any part
therof or any interest therein, or the occupancy of the Project by Trustor, then
Trustor shall indemnify, defend and hold the Beneficiary and/or the Trustee
harmless from all liability by reason of such litigation, including reasonable
attorneys' fees, expenses and costs incurred by the Beneficiary or the Trustee in
any such litigation, whether or not any such litigation is prosecuted to judgment.
If any party hereto commences an action against any other
party to enforce any of the terms hereof or because of the breach of any of the
terms hereof, or for the recovery of any sum secured hereby, the prevailing party
shall be entitled to reasonable attorneys' fees and expenses, and the right to such
attorneys' fees and expenses shall be deemed to have accrued on the commence-
ment of such action, and shall be enforceable whether or not such action is
prosecuted to judgment.
If any party hereto shall breach any term of the Project
Agreement, the Note or this Deed of Trust, the other parties may employ an
attorney or attorneys to protect their rights, and in the event of such employment
following any breach, the breaching party shall reimburse the other parties for any
reasonable attorneys' fees and expenses incurred by the non -breaching party,
whether or not an action is actually commenced by reason of such breach.
Trustee at any time, at Trustee's option, may commence and
maintain suit in any court of competent jurisdiction and obtain the aid and
direction of said court in the execution by it of the trusts or any of them, herein
expressed or contained, and, in such suit, may obtain the orders or decrees,
interlocutory or final of said court directing the execution of said trusts, and
confirming and approving Trustee's act, or any of them; or any sales or convey-
ances made by Trustee, and adjudging the validity thereof, and directing that the
purchasers of the Property sold and conveyed be let into immediate possession
thereof, and providing for orders of court or other process requiring the Sheriff of
the county in which said Property is situated to place and maintain said purchasers
-7-
in quiet and peaceable possession of the Property so purchased by them, and the
whole thereof.
13. Inspection of the Project. Trustor agrees that the Benefici-
ary and Trustee and their duly authorized agents shall have the right at all
reasonable times to enter upon and to examine and inspect the Project.
14. Collection of Rents, Issues and Profits. Beneficiary confers
upon Trustor the authority to collect and retain the rents, issues and profits of the
Project as they become due and payable, subject, however, to the right of the
Beneficiary to revoke said authority upon the occurrence of an Event of Default
under the Project Agreement or at any time thereafter while the Event of Default
remains uncured. Beneficiary may revoke said authority and collect and retain the
rents, issues and profits of the Project assigned herein to Beneficiary as set forth
above without taking possession of all or any part of the Project. The right to
collect rents and profits as herein provided shall not grant to Beneficiary or
Trustee the right to possession, except as expressly herein provided; nor shall said
right impose upon Beneficiary or Trustee the duty to produce rents or profits or
maintain the Project in whole or in part.
Beneficiary may apply, in its sole discretion, any rents,
issues and profits collected by it against any indebtedness or obligation secured
hereby or any obligations of Trustor arising hereunder. Collection of any rents,
issues and profits by Beneficiary shall not cure or waive any default or notice of
default hereunder or invalidate any acts done pursuant to such notice.
15. Acceptance of Trust, Notice of Indemnification. Trustee
accepts this trust when this Deed of Trust, duly executed and acknowledged,
becomes a public record as provided by law.
16. Substitution of Trustees. From time to time, by a writing
signed and acknowledged by Beneficiary and recorded in the Office of the Recorder
of the County in which the Property is situated, Beneficiary may appoint another
trustee to act in the place and stead of Trustee or any successor. Such writing shall
refer to this Deed of Trust and set forth the date, book and page of its recordation.
The recordation of such instrument of substitution shall discharge Trustee herein
named and shall appoint the new trustee as the trustee hereunder with the same
effect as if originally named Trustee herein. A writing recorded pursuant to the
provisions of this section shall be conclusive proof of the proper substitution of
such new trustee.
17. Reconveyance; Release of Property. Upon Beneficiary's
written request and upon surrender to Trustee for cancellation of this Deed of
Trust and any note, instrument, or instruments, setting forth all obligations secured
hereby, Trustee shall reconvey, without warranty, the Property or that portion
thereof then held hereunder. Upon Beneficiary's written request and satisfaction of
the terms and provisions of the Project Agreement, Trustee shall reconvey, without
warranty, the portion of the Property to be released. The recitals of any matters or
facts in any reconveyance executed hereunder shall be conclusive proof of the
truthfullness thereof. To the extent permitted by law, the reconveyance may
describe the grantee as "the person or persons legally entitled thereto". Neither
Beneficiary nor Trustee shall have any duty to determine the rights of persons
claiming to be rightful grantees of any reconveyance. When the Property has been
-8-
fully reconveyed, the last such reconveyance shall operate as a reassignment of all
future rents, issues and profits of the Property to the person or persons legally
entitled thereto, unless such reconveyance expressly provides to the contrary.
Trustee at any time, upon request of Beneficiary, may
reconvey to Trustor or Trustor's successors or assigns, any portion of said Property
without affecting the personal liability of any person for the payment of any of
said indebtedness, or the lien on this Deed of Trust upon the remainder of the
Property not reconveyed.
18. Acceleration. The Loan secured hereby shall become imme-
diately due and payable without notice in the amount and under the circumstances
as provided in the Project Agreement.
In addition, in the event of the passage after the date of this
Deed of Trust of any law of the State of California, deducting from the value of
land, for the purpose of taxation, any lien thereon, or changing in any way the laws
now in force for the taxation of deeds of trust or debts secured by Deed of Trust
for State or local purposes or the manner of the collection of such taxes so as to
affect this Deed of Trust, the entire principal balance under said Note, together
with all accrued interest thereon, at the option of said Beneficiary, without
demand or notice, forthwith shall become due and payable; provided, however, that
such option shall be ineffective if Trustor is permitted by law to pay the whole of
such tax, in addition to all other payments required hereunder, and, if prior to such
specified date, Trustor does pay such tax and agrees to pay any such tax when
hereafter levied or assessed against the Property, and such agreement shall
constitute a modification of this Deed of Trust.
19. Prepayment. The Loan secured hereby may at the option of
Trustor be prepaid at the times, in the manner and in the amounts set forth in the
Project Agreement.
20. Incorporation of Terms. This Deed of Trust is hereby made
subject to all of these terms and conditions contained in the Note, Project
Agreement, Resolution of Issuance and Assignment of Leases, copies of which are
on file in the office of the Beneficiary and which are incorporated herein by this
reference.
21. Security Agreement. This Deed of Trust is deemed a Secur-
ity Agreement as defined in the California Commercial Code, the Trustor being the
debtor and the Beneficiary being the Secured party, and the remedies for any
violation of the covenants, terms and conditions of the agreements herein
contained shall be (i) as prescribed herein, or (ii) by general law, or (iii) as to such
part of the security which is also reflected in the financing statement which will be
filed to perfect the security interest created herein and filed in the real estate
records of the county where the land described herein is located, by the specific
statutory consequences now, or hereafter enacted and specified in the California
Commercial Code, all at Beneficiary's sole election. Trustor and Beneficiary agree
that the filing of a Financing Statement in the records normally having to do with
personal property shall never be construed as in anywise derogating from or
impairing this declaration and the hereby stated intention of the parties hereto
that everything used in connection with the operation of occupancy of said
Property is and, at all times and for all purposes and in all proceedings, both legal
-9-
and equitable, shall be regarded as real property, irrespective of whether (i) any
such item is physically attached to the buildings and improvements, (ii) serial
numbers are used for the better identification of certain equipment items capable
of being filed by the Beneficiary, or (iii) any such item is referred to or reflected in
any such financing statement so filed at any time. Such mention in the financing
statement is declared to be for the protection of the Beneficiary in the event any
court or judge shall at any time hold that notice of Beneficiary's priority of
interest must be filed in the California Commercial Code records to be effective
against a particular class of persons, including, but not limited to, the federal
government and any subdivisions or entity of the federal government. Trustor
covenants and agrees to reimburse Beneficiary for any costs incurred in filing such
financing statement and any continuation statements.
22. Release of Trustee and Beneficiary. Neither the Trustee
nor the Beneficiary shall be liable or responsible with respect to acts or omissions
hereunder, except for the Trustee's or the Beneficiary's own gross negligence or
willful default, nor shall either be liable or responsible for any acts or omissions of
any agent, if selected with reasonable care.
23. Special Covenant of Trustor. Trustor promises and agrees
to perform all of the obligations in and under that certain Project Agreement, and
any other documents given now or hereafter as security for said Note secured by
this Deed of Trust.
B. Defaults and Remedies
1. At any time after an Event of Default as set forth in the
Project Agreement, Beneficiary and Trustee shall have the following rights and
remedies which shall be in addition to and not in limitation of any other right or
remedy which may be available to the Beneficiary or the Trustee (whether pursuant
to agreement or by operation of law) including but not limtied to, the rights and
remedies of a secured party under the Uniform Commercial Code of the State:
(a) The Beneficiary or the Trustee may declare all
amounts payable under the Project Agreement and the Note to be immediately due
and payable with applicable premiums, whereupon the same shall become immedi-
ately due and payable to the Trustee for deposit and to be used and applied for the
payment of Loan amounts.
(b) Cause any or all of the Property to be sold under the
power of sale granted by this Deed of Trust in any manner permitted by applicable
law.
(c) The Beneficiary or the Trustee may take whatever
action or proceeding that may appear necessary or desirable to enforce or
implement the provisions of the Assignment of Leases.
(d) The Beneficiary may exercise any other right or
remedy available under the Project Agreement.
(e) In the event that the Trustor fails to make any
payment required by the Project Agreement, the payment so in default shall
-10-
continue as an obligation of the Trustor, subject to the provisions of Section 3.02 of
the Project Agreement, until the amount in default shall have been fully paid.
(f) Notwithstanding the foregoing, unless and until the
Beneficiary or the Trustee shall have commenced proceedings to foreclose its
interest in the Project:
(i) The Trustor may, at any time, pay all accrued
unpaid amounts plus applicable premiums (exclusive of any such
amounts accrued solely by virtue of acceleration of the due date
of the Note) and fully cure all defaults; and
(ii) In such event, the Project Agreement shall be
fully reinstated, as if it had never been terminated, and the
Trustor shall be accordingly restored to the use and possession of
the Project.
.2. No Remedy Exclusive. No remedy herein conferred or re-
served to the Beneficiary is intended to be exclusive of any other remedy or
remedies herein or by law provided or permitted, but each and every such remedy
shall be cumulative and shall be in addition to every other remedy given under the
Project Agreement, or now or hereafter existing at law or in equity or by statute.
3. No Additional Waiver Implied by One Waiver. In the event
any agreement contained in the Project Agreement or this Deed of Trust should be
breached by any party and thereafter waived by any other party, such waiver shall
be limited to the particular breach so waived and shall not be deemed to waive any
subsequent breach or default nor any other breach hereunder.
4. Conclusive Proof of Default. In the event of a sale of this
Property, or any part thereof, the execution of a deed or deeds therefor under
these trusts, the recitals therein of default, and of the recordation of notice
thereof, and of publication and posting of notice of sale and of a demand by
Beneficiary that such sale should be made, shall be conclusive proof of such default
and recordation, and of the due publication and posting of such notice of sale, and
that the sale was made on due and proper demand by Beneficiary; and any such
deed or deeds with such recitals therein, shall be effectual and conclusive against
Trustor and all other persons, as to such default, recordation, publication, posting
and demand; and the receipt for the purchase money recited or contained in any
deed executed to the purchaser as aforesaid, shall be sufficient discharge to such
purchaser from all obligations to see to the proper application of the purchase
money, according to the trusts aforesaid.
IN WITNESS WHEREOF, Trustor has executed this Deed of Trust on the
day and year as hereinfter set forth. (Any Trustor whose address is set forth below
hereby requests that a copy of notice of default and notice of sale be mailed to him
at that address. Failure to insert an address shall constitute a waiver of the right
to receive a copy of a notice of default.)
TRUSTOR PLEASE NOTE: IN THE EVENT OF YOUR. DEFAULT,
CALIFORNIA PROCEDURE PERMITS THE TRUSTEE TO SELL THE PROPERTY
AT A SALE HELD WITHOUT SUPERVISION BY ANY COURT AFTER EXPIRA-
TION OF A PERIOD PRESCRIBED BY LAW. UNLESS YOU PROVIDE AN AD-
-11-
DRESS FOR THE GIVING OF NOTICE, YOU MAY NOT BE ENTITLED TO OTHER.
NOTICE OF THE COMMENCEMENT OF SALE PROCEEDINGS. BY EXECUTION
OF THIS DEED OF TRUST, YOU CONSENT TO SUCH PROCEDURE. IF YOU
HAVE ANY QUESTIONS CONCERNING IT, YOU SHOULD CONSULT YOUR
LEGAL ADVISOR. BENEFICIARY URGES YOU TO GIVE IT PROMPT NOTICE OF
ANY CHANGE IN YOUR ADDRESS SO THAT YOU MAY RECEIVE PROMPTLY
ANY NOTICE GIVEN PURSUANT TO THIS DEED OF TRUST.
DATED: .1982
Trustor(s)
DOANE PRODUCTS COMPANY,
a Missouri corporation
By:
-12-
STATE OF CALIFORNIA )
SS.
COUNTY OF )
On , 1982, before me, the undersigned, a Notary
Public in and for said State, personally appeared , known
to me to be the of of , the
corporation that executed the within instrument and known to me or proved to me
on the oath of ) to be the person who executed the within instrument
on behalf of said , and acknowledged to me that such
corporation executed the same.
WITNESS my hand and official seal.
Signature:
(Notarial Seal)
-13-
STATE OF )
SS.
COUNTY OF )
On , 1982, before me, the undersigned, a Notary
Public in and for said State, personally appeared , known
to me to be the of of , the
corporation that executed the within instrument and known to me or proved to me
on the oath of ) to be the person who executed the within instrument
on behalf of said , and acknowledged to me that such
corporation executed the same.
WITNESS my hand and official seal.
Signature:
(Notarial Seal)
-14-
Exhibit "C"
Legal Description of Land
Exhibit "D"
Form of Title Insurance Policy
Exhibit "E"
(Reserved)
Exhibit 'T"
Schedule of Performance
Exhibit "G"
Detailed Budget
4
Exhibit "H"
Final Plans and Specifications