HomeMy WebLinkAbout2004-002
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RESOLUTION NO. IDA 2004-002
A RESOLUTION OF THE INDUSTRIAL DEVELOPMENT
AUTHORITY OF THE CITY OF SANTA ANA AUTHORIZING
ENTERING INTO LOAN AGREEMENTS PURSUANT TO WHICH
THE AUTHORITY WILL BORROW AND LEND TO BORROWER
NOT TO EXCEED $4,700,000 FOR THE ACQUISITION,
CONSTRUCTION AND INSTALLATION OF CERTAIN PROPERTY
AND FACILITIES, AND AUTHORIZING VARIOUS ACTIONS IN
CONNECTION THEREWITH
BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE
INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF SANTA ANA AS
FOLLOWS:
Section 1. The Board of Directors hereby finds, determines and
declares as follows:
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A. The California Industrial Development Financing Act (California
Government Code Sections 91500 et seq., as amended and supplemented) (the
"Act"), permits an industrial development authority to issue revenue bonds for the
purpose of financing the acquisition, construction and/or rehabilitation of facilities,
including real and personal property suitable for industrial uses such as
assembling, fabricating, manufacturing or processing activities with respect to
any products of agriculture, forestry or manufacturing, within an empowerment
zone and enterprise community designated pursuant to Section 1391 of the
Internal Revenue Code of 1986, as amended (the "Code"), and the Act deems
such revenue bonds to include various types of obligations and evidences of
indebtedness.
B. The Industrial Development Authority of the City of Santa Ana (the
"Authority") is authorized pursuant to the provisions of the Act to exercise powers
of acquiring, constructing, improving, furnishing, equipping, repairing,
reconstructing and/or rehabilitating facilities and to enter into agreements for the
same.
C. The Board of Directors of the Authority desires to enter into loan
agreements for the benefit of NSHE Harlan, LLC, an Arizona limited liability
company, or a related entity, and Memory Experts International (USA), Inc., or a
related entity, as applicable (collectively, the "Borrower") for the purpose of
financing the acquisition, construction, improvement and equipping of certain
property to be located at The Pres Corporate Center, 1651 S1. Andrew Place,
Santa Ana, California, and certain costs of issuance, all of which together
constitute a project under the Act (the "Project").
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D. The Project is located within the City of Santa Ana Federal
Empowerment Zone designated pursuant to Section 1391 of the Code and will
be used for qualified purposes.
E. The Authority, based on the information provided by the Borrower
with respect to the Project, makes in Section 5 hereof certain determinations with
respect to the public benefits that may be derived from the financing of the
Project and the qualifications of the Project for financing under the Act.
F. The Project constitutes "Facilities" within the meaning of the Act
and the Borrower is a "Company" within the meaning of the Act.
G. For purposes of financing on a tax-exempt basis a portion of the
costs of the Project, the Authority now desires to (i) authorize the execution and
delivery of a loan agreement or loan agreements (the "Loan Agreements")
pursuant to which the Authority will borrow certain funds from GE Capital Public
Finance, Inc. (the "Lender") in an aggregate principal amount not to exceed
$4,700,000 (the "Loans"), (ii) provide for the payment of the principal, premium, if
any, and interest on the Loans with revenues derived from the loan of the
proceeds to the Borrower to finance a portion of the costs of the Project
pursuant to the terms and provisions of the Loan Agreements, and (iii) take and
authorize certain other actions in connection with the foregoing.
H. There have been presented to this meeting and there are now on
file with the Secretary of the Authority, the following documents:
(1) proposed forms of Loan Agreements to be entered into by and among
the Authority, the Borrower and the Lender;
(2) a proposed form of Tax Regulatory Agreement (the "Tax Regulatory
Agreement") to be entered into by and among the Authority, the
Borrower and the City of Santa Ana, California (the "City"); and
(3) proposed forms of the Escrow Agreements (the "Escrow Agreements")
to be entered into by and among the Lender, the Authority, the
Borrower and Marshall & IIsley Trust Company N.A., as escrow agent.
I. The Board of Directors of the Santa Ana Empowerment
Corporation, at its regular meeting of September 22, 2004, unanimously
recommended approval of this action by the City of Santa Ana and the Industrial
Development Authority of the City of Santa Ana.
Section 2. Subject to approval as to form of the City Attorney of the
City, serving as counsel to the Authority (the "Authority Attorney"), the Authority
hereby approves the form of Loan Agreements presented at this meeting and
authorizes the Executive Director of the Authority (hereafter the "Authorized
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Representative") to execute by manual or facsimile signature and deliver the
Loan Agreements, and the Secretary of the Authority or designee is authorized to
attest to the Loan Agreements, in the form presented to this Board with such
changes and insertions therein as may be necessary to cause the same to carry
out the intent of this Resolution and as are approved by counsel to the Authority,
such approval to be conclusively evidenced by the execution and delivery of the
Loan Agreements. Payment of the principal, premium, if any, and the interest on
the Loans shall be made solely from the revenues received by the Authority from
the Borrower pursuant to the Loan Agreements, and the Loans shall not be
deemed to constitute a debt or liability of the Authority, the City, the State of
California or any political subdivision thereof. The Authority further authorizes
and approves lending the proceeds of the Loans to the Borrower to finance a
portion of the costs of the Project pursuant to the terms and provisions of the
Loan Agreements.
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Section 3. Subject to approval as to form of the Authority Attorney, the
form of the Tax Regulatory Agreement presented at this meeting is hereby
approved, and the Authorized Representative is hereby authorized to execute by
manual of facsimile signature and deliver the Tax Regulatory Agreement with
such changes and insertions therein as may be necessary to cause the same to
carry out the intent of this Resolution and as are approved by counsel to
Authority, such approval to be conclusively evidenced by execution and delivery
of the Tax Regulatory Agreement by an Authorized Representative.
Section 4. Subject to approval as to form of the Authority Attorney, the
form of the Escrow Agreements presented at this meeting are hereby approved
and the Authorized Representative is hereby authorized to execute by manual of
facsimile signature and deliver the Escrow Agreements with such changes and
insertions therein as may be necessary to cause the same to carry out the intent
of this Resolution and as are approved by counsel to Authority, such approval to
be conclusively evidenced by execution and delivery of the Escrow Agreement
by an Authorized Representative.
Section 5.
determines that:
The Board of Directors of the Authority hereby finds and
(a) the use of the Project in an Empowerment Zone is in accord with
Section 91503 of the Act;
(b) the use of the Project is likely to result in public benefits and
employment benefits by securing or increasing the number of employees of the
Borrower, and any other direct users of the Project or the compensation for such
employment;
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(c) the Loans made by the Authority in the amount sufficient to finance
all or a portion of the costs of the Project is likely to be a substantial factor in the
accrual of each of such public benefits from the use of the Project; and
(d) the proposed financing of the Project is otherwise in accord with the
purposes and requirements of the Act.
Section 6. In no event shall the Loans constitute a pledge of faith and
credit of the Authority, the City, the State of California (the "State") or any political
corporation, subdivision or agency of the State, and none of the City, the State or
any political corporation, subdivision or agency of the State shall be liable to
make any appropriation for the repayment of the Loans. The Loans shall
constitute a special obligation of the Authority payable solely from the revenues
or other sources provided for in the Loan Agreements and proceedings relating
to the Loans.
Section 7. The Authorized Representative or his or her designee is
hereby requested and authorized to (i) file a copy of this Resolution and the
Application with the Clerk of the City, and (ii) file such information with the
California Industrial Development Financing Advisory Commission as may be
required for the review and approval of the Project pursuant to Section 91531 of
the Act. Publication of the notice of the filing of the Application by the Applicant in
accordance with Section 91530(e) of the Act in a newspaper of general
circulation within the City on November 29, 2004 is hereby approved, confirmed
and ratified.
Section 8. The Authorized Representative or duly appointed designee
is hereby requested to conduct a public hearing with respect to the financing of
the Project for the purpose of satisfying the public approval requirements of
Section 147(f) of the Internal Revenue Code of 1986. Publication of the notice of
such public hearing in a newspaper of general circulation within the City on
November 29, 2004 is hereby approved, confirmed and ratified.
Section 9. The Authorized Representative or duly appointed designee,
on behalf of the Authority, are authorized to execute all documents, certificates,
and instruments necessary or appropriate to this transaction and undertaking the
Loans and entering into the Loan Agreements; provided, however that the Loans
will not be undertaken and the Loan Agreements shall not be entered into and
delivered on behalf of the Authority until the California Industrial Development
Financing Advisory Commission has made all necessary findings and
determinations and given all necessary approvals as required by the Act.
Section 10. Prior to execution of the Loan Agreement or Tax Regulatory
Agreement, the Authorized Representative or duly appointed designee, on behalf
of the Authority, shall approve in writing the final compensation being made to
the financing team.
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Section 11. All actions heretofore taken by the officers and agents of the
Authority with respect to the approval of the Loans are hereby approved,
confirmed and ratified, and the officers of the Authority and their authorized
designees, deputies and agents are each hereby authorized and directed, jointly
and severally, to do any and all things and to execute and deliver any an all
certificates and documents which they, bond counsel, special tax counsel and
the Authority Attorney may deem necessary or advisable in order to consummate
the Loans and otherwise to effectuate the purpose of this Resolution.
Section 12. This Resolution shall take effect from and after its inception.
ADOPTED this 20th day of December 2004.
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ounsel
el
AYES:
Boardmembers Alvarez. Bist. Bustamante. Christv. Garcia. Pulido.
Solorio (7)
NOES:
Boardmembers None (0)
ABSTAIN:
Boardmembers None (0)
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NOT PRESENT:
Boardmembers None (0)
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CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, PATRICIA E. HEALY, Secretary to Authority, do hereby attest to and certify the
attached Resolution No. IDA 2004-002 to be the original resolution adopted by
The Industrial Development Authority of the City of Santa Ana on December 20.
2004.
Date:
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IDA Resolution No. 2004-002
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Secretary
Industrial Development Authorit ,
City of Santa Ana
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