HomeMy WebLinkAboutS10-85 , I
ORDINANCE NO. s10-85
AN ORDINANCE AUTHORIZING THE ADDITIONAL FINANCING BY THE
CITY OF ELGIN, ILLINOIS, OF A PROJECT CONSISTING OF THE
ACQUISITION OF LAND AND OF THE CONSTRUCTION AND
INSTALLATION OF BUILDINGS AND EQUIPMENT TO BE USED AS A
MANUFACTURING FACILIT TO BE LOCATED THEREON IN ORDER TO
CREATE AND RETAIN EMPLOYMENT OPPORTUNITIES IN THE
LOCALITY OF THE CITY OF ELGIN, ILLINOIS AND ENCOURAGE
ECONOMIC DEVELOPMENT THEREIN, THEREBY REDUCING THE EVILS
ATTENDANT UPON UNE PLOYMENT AND PROVIDING FOR THE
INCREASED WELFARE AND PROSPERITY OF THE RESIDENTS OF SAID
LOCALITY; AUTHORIZING AND PROVIDING FOR THE ISSUANCE BY THE
CITY OF ELGIN, ILLINOIS OF ITS ECONOMIC DEVELOPMENT REVENUE
BOND (UNIVERSAL CHEMICALS AND COATINGS, INC. PROJECT) SERIES
1985 IN THE PRINCIPAL AMOUNT OF $1,500,000, AND IN CONNECTION
THEREWITH AUTHORIZING THE EXECUTION AND DELIVERY OF AN
AGREEMENT AMONG THE CITY, UNIVERSAL CHEMICALS AND
COATINGS, INC. AND THE AMERICAN NATIONAL BANK AND TRUST
COMPANY OF CHICAGO, PROVIDING FOR THE MAKING OF A LOAN TO
UNIVERSAL CHEMICALS AND COATINGS, INC. FROM THE PROCEEDS
OF SAID BOND, THE SECURITY FOR SAID BOND, THE SALE OF SAID
BOND TO THE AMERICAN NATIONAL BANK AND TRUST COMPANY OF
CHICAGO; AND RELATED MATTERS.
WHEREAS, pursuant to its home rule powers and pursuant to City of Elgin
Ordinance No. S2-80 (the "Act"), the City of Elgin, Illinois (the "Issuer"), a municipality
and home rule unit of the State of Illinois, has the power to issue its revenue bonds to
finance facilities for the purpose of creating or retaining employment opportunities
within the locality of the Issuer and encouraging economic development therein, thereby
reducing the evils attendant upon unemployment and providing for the increased welfare
and prosperity of the residents of said locality; and
WHEREAS, pursuant to a Memorandum of Agreement dated November 25, 1985
between the Issuer and Universal Chemicals and Coatings, Inc. (hereinafter sometimes
referred to as the "Company"), a Delaware corporation, the Issuer in order to further the
public purposes set forth above, agreed to issue its economic development revenue bond
to provide additional funds to finance completion of the constructing and equipping of
buildings used as a manufacturing facility within the corporate limits of the Issuer (the
"Project").
I
WHEREAS, the Issuer is willing to issue its revenue bond to finance a portion of the
cost of the Project and to enter into an Agreement with the Company and American
National Bank and Trust Company of Chicago (the "Institutional Lender"), upon terms
which will produce revenues and receipts sufficient to provide for the prompt payment at
maturity of the principal and interest on such revenue bond, all as set forth in the
provisions of the Agreement hereinafter identified; and
WHEREAS, pursuant to the requirements of the Tax Equity and Fiscal
Responsibility Act of 1982, and public notice published on December 6 , 1985, in the
Daily Courier News, a newspaper of general circulation in the City of Elgin, a public
hearing on the plan of financing for the Project was held by the City Council on
December 23, 1984; and
WHEREAS, the Issuer hereby finds that the issuance of the proposed revenue bond
will further the public purposes set forth above, and the same is a matter pertaining to
the government and affairs of the Issuer; and
WHEREAS, it is necessary to authorize the execution of an Agreement to be dated
as of December 1, 1985 (the "Agreement") among the Issuer, the Company and the
Institutional Lender, under the terms of which the Issuer agrees to sell its industrial
development revenue bond to the Institutional Lender and to lend the proceeds to the
Company, and the Company agrees to mortgage the Project and to assign certain
contracts and to pay to the Issuer or its assignee amounts sufficient to pay at maturity
the principal of and interest on the revenue bond hereinafter authorized and will
evidence such obligations by executing its direct obligation note in the principal amount
of $1,500,000 (the "Note"); and
WHEREAS, it is necessary to authorize the issuance and sale of said economic
development revenue bond to the Institutional Lender; and
-2-
1
WHEREAS, the Issuer has caused to be prepared and presented to this meeting the
following documents, which the Issuer proposes to enter into:
1. The form of Agreement;
2. The form of Mortgage and Security Agreement;
3. The form of Collateral Assignment;
4. The form of the proposed $1,500,000 City of Elgin, Illinois Economic
Development Revenue Bond (Universal Chemicals and Coatings, Inc. Project) Series 1985
(the "Bond"); and
5. The form of Assignment and Security Agreement.
NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF
ELGIN, ILLINOIS AS FOLLOWS:
Section 1. That the form, terms and provisions of the proposed Agreement be, and
they hereby are, in all respects approved, and that the Mayor of the Issuer is hereby
authorized, empowered and directed to execute, and the City Clerk of the Issuer is
hereby authorized, empowered and directed to attest and to affix the seal of the Issuer
to, the Agreement in the name and on behalf of the Issuer, and thereupon to cause the
Agreement to be delivered to the Company and the Institutional Lender; that the
Agreement is to be in substantially the form presented to and before this meeting and
hereby approved, and that from and after the execution and delivery of the Agreement,
the officials, agents and employees of the Issuer are hereby authorized, empowered and
directed to do all such acts and things and to execute all such documents as may be
necessary to carry out and comply with the provisions of the Agreement as executed.
Section 2. That the form, terms and provisions of the proposed Assignment be, and
they hereby are, in all respects approved, and that the Mayor of the Issuer is hereby
authorized, empowered and directed to execute, and the City Clerk of the Issuer is
hereby authorized, empowered and directed to attest and to affix the seal of the Issuer
to, the Assignment in the name and on behalf of the Issuer, and thereupon to cause the
-3-
Assignment to be delivered to the Institutional Lender, and the Assignment shall
constitute a lien for the security of the Bond issued under the Agreement upon the
revenues and receipts derived from the Agreement, including, but not limited to, the
Note, the Collateral Assignment (the "Collateral Assignment") and the Mortgage and
Security Agreement (the "Mortgage"); that the Assignment is to be in substantially the
form presented to this meeting and hereby approved, and that from and after the
execution and delivery of the Assignment, the officials, agents and employees of the
Issuer are hereby authorized, empowered and directed to do all such acts and things and
to execute all such documents as may be necessary to carry out and comply with he
provisions of the Assignment as executed.
Section 3. (a) That the Mayor or the City Clerk of the Issuer be and each of them
is hereby authorized, empowered and directed to cause the Bond to be prepared in the
principal amount of $1,500,000; that the Bond will be dated the date of issuance and will
be payable in equal quarterly installments of Seventy-Five Thousand Dollars ($75,000) on
March 31, June 30, September 30 and December 30 (the "Payment Dates") with the first
installment due on March 31, 1986 and the final installment due on December 30, 1990.
The Bond will be expressed to bear interest on the unpaid principal balance from the date
of its issuance at a varying rate per annum which shall be seventy percent (70%) of the
rate of interest publicly announced from time to time by the American National Bank
and Trust Company of Chicago as its prime rate (the "Prime Rate") with adjustments in
such varying rate to be made on the same date as any announced change in the Prime
Rate, provided however that except upon the occurrence of an event requiring purchase
of the Bond pursuant to the Contingent Purchase Agreement the rate of interest borne by
the Bond and the Note shall never be less than six percent (6%) per annum nor more than
nine percent (9%) per annum and provided further that any changes in the Prime Rate
occurring within 15 days before any Payment Date resulting in an increase or decrease in
-4-
the interest which would otherwise be payable on such Payment Date, shall not, if an
increase, be payable by the Company on such Payment Date, but shall instead be payable
on the next succeeding Payment Date or shall, if a decrease, reduce the amount which
would otherwise be payable on the next succeeding Payment Date. Interest shall be
calculated, for actual days elapsed, on a 360 day year. In the event of a declaration of
default by the Institutional Lender, interest on overdue principal and, to the extent
permitted by law, on overdue interest, shall be payable on demand at a rate equal to the
Prime Rate then in effect plus three percent (3%) per annum until paid. The Bond shall
be in the form of a single typewritten registered Bond, payable in such medium of
payment and at such place, subject to such terms of prepayment and redemption and
containing such other terms and provisions specified in the Agreement (as executed and
delivered) and shall be executed in the name of the Issuer with the manual signatures of
the Mayor and the City Clerk of the Issuer, and the seal of the Issuer shall be affixed
thereto or imprinted thereon.
(b)The Bond will be issued pursuant to the Act and will not constitute a
general obligation of the Issuer, but will be a limited obligation of the Issuer, payable
solely out of the income and revenues of the Issuer to be derived from the Project
pursuant to the Agreement. No holder of the Bond shall have the right to compel any
exercise of the taxing power of the Issuer, or the State of Illinois or any political
subdivision thereof, to pay the Bond or the interest or premium, if any, thereon, and the
Bond will not constitute an indebtedness or a loan of credit of the Issuer, the State of
Illinois or any political subdivision thereof, or a charge against their general credit or
taxing powers, within the meaning of any constitutional or statutory provision.
(c)Neither the Issuer nor the State of Illinois or any political subdivision
thereof shall in any event be liable for the payment of principal of, premium, if any, or
interest on the Bond, or for damages arising out of the failure to perform any pledge,
mortgage, obligation or Agreement of any kind whatsoever of the Issuer.
-5-
(d)Neither the Bond nor any of the Issuer's agreements or obligations
thereunder will constitute an indebtedness or a loan of credit of the Issuer or of the State
of Illinois or any political subdivision thereof within the meaning of any constitutional or
statutory provision whatsoever, nor shall the Bond be construed to create any moral
obligation of the Issuer, the State of Illinois or any political subdivision thereof. Neither
the faith and credit nor the taxing power of the Issuer or the State of Illinois or any
political subdivision thereof is pledged to the payment of the principal of the Bond, the
interest or any premium thereon, or other costs incident thereto.
(e)No recourse shall be had for the payment of the principal of, premium, if
any, or interest on the Bond or for any claim based thereon or upon any obligation,
covenant or Agreement contained in this Ordinance, the Agreement, the Assignment, or
in any other instrument contemplated therein, against any past, present or future
official, officer, agent or employee of the Issuer, or any successor corporation, as such,
either directly or through the Issuer or any successor corporation, under any rule of law
or equity, statute or constitution or by the enforcement of any assessment or penalty or
otherwise.
Section 4. That the form of the Bond submitted to this meeting, subject to
appropriate insertion and revision in order to comply with the provisions of the
Agreement be, and the same hereby is, approved and when the same shall be executed on
behalf of the Issuer in the manner contemplated by the Agreement and this Ordinance in
the principal amount of $1,500,000, it shall represent the approved form of the Bond of
the Issuer.
Section 5. That the Mayor of the Issuer be and is hereby authorized, empowered
and directed, for and on behalf of the Issuer, to issue and sell to the Institutional Lender
the Bond in the principal face amount of $1,500,000 at a price and on terms and
conditions as provided in the Agreement.
-6-
. t
Section 6. That from and after the execution and delivery of said documents, the
proper officials, agents and employees of the Issuer are hereby authorized, empowered
and directed to do all such acts and things and to execute all such documents as may be
necessary to carry out and comply with the provisions of the Assignment, the Agreement
and the Bond as executed and to further the purposes and intent of this Ordinance,
including the preamble hereto.
Section 7. That adoption of the Ordinance by the corporate authorities of the
Issuer and the approval hereof by the Mayor of the Issuer shall constitute the approval by
the "applicable elected representative" required by Section 103(k)(2)(B)(i) of the Internal
Revenue Code of 1954, as amended by the Tax Equity and Fiscal Responsibility Act of
1982 (the "Code").
Section 8. That the Issuer elects to have the provisions of Section 103(b)(6)(D) of
the Code apply to the Bond, and the Mayor or City Clerk is hereby authorized and direct
to file or cause to be filed an appropriate statement relating to such election with the
Internal Revenue Service (relating to the temporary period) pertaining to Section 103(c)
of the Code.
Section 9. That the provisions of the Agreement require the Company to bear the
risks of any loss that may result from investments of monies as held as part of the
proceeds of the Bond, and the City Council hereby finds and determines that the
authorization to the Institutional Lender to invest monies held as part of such proceeds
as provided in the Agreement will not involve any undue risk of loss of funds derived
from the general revenue of the Issuer.
Section 10. That no covenant, stipulation, obligation or Agreement herein
contained, or contained in any instrument or document executed in connection with the
Project shall be deemed to be a covenant, stipulation, obligation or Agreement of any of
the corporate authorities of the Issuer or any officer, agent or employee of the Issuer in
-7-
their individual capacities, and neither the corporate authorities of the Issuer nor any
officer of the Issuer executing the Bond shall be liable personally on the Bond or subject
to any personal liability or accountability by reason of the issuance thereof.
Section 11. That all acts and doings of the officials of the Issuer which are in
conformity with the purposes and intent of this Ordinance and in furtherance of the
issuance and sale of the Bond and the financing of the Project be, and the same hereby
are, in all respects, approved and confirmed.
Section 12. That the provisions of this Ordinance are hereby declared to be
separable, and if any section, phrase or provision shall, for any reason, be declared to be
invalid, such declaration shall not affect the validity of the remainder of the sections,
phrases or provisions hereof.
Section 13. That notwithstanding any other provisions of law to the contrary, the
Bond, the Agreement, and any transaction provided for therein shall not be void by
reason of the pecuniary interest therein of any of the corporate authorities of the Issuer.
Section 14. That all ordinances or parts of ordinances in conflict with the
provisions of this Ordinance are hereby repealed to the extent of such conflict.
Section 15. That this Ordinance shall be in full force and effect upon its passage
and approval and its filing in the records of the Issuer by the City Clerk.
s/ Richard L. Verbic
Mayor
Passed: December 23 , 1985
Approved: December 23, 1985
Published:
Attest:
s/ Marie Yearman
City Clerk
-8-
CTH-10002:111885
MEMORANDUM OF AGREEMENT
THIS MEMORANDUM OF AGREEMENT is between the City of Elgin, Illinois (the
"Issuer") and Universal Chemical and Coatings, Inc., a Delaware corporation (the
"Borrower").
1. Preliminary Statement. Among the matters of mutual inducement which
have resulted in this Agreement are the following:
(a) The Issuer is a home rule unit of local government and is authorized
under its home rule powers as set forth in the 1970 Constitution of the State of Illinois,
Article VII, Section 6 and the provisions of an Ordinance adopted on February 13, 1980,
as supplemented and amended (the "Ordinance") to issue economic development revenue
bonds for the purpose of financing, in whole or in part, the cost of the construction,
acquisition, purchase, reconstruction, improvement, betterment or extension of any
economic development project and to enter into a loan agreement with the Borrower
pursuant to which the proceeds of such revenue bonds may be loaned to the Borrower or
its designee to finance the costs of the construction of such project.
(b) The Borrower wishes to obtain satisfactory assurance from the Issuer
that the proceeds of the sale of the revenue bonds of the Issuer will be made available to
it or its designee to finance the costs of construction and equipping of an industrial
facility to be located on the south side of Fox Lane approximately 1000 ft. west of North
McLean Boulevard, within the territorial boundaries of the Issuer (the "Project").
(c) Subject to the conditions contained herein and to the due compliance
with all requirements of law, the Issuer, by virtue of the provisions of the Ordinance, will
issue and sell its revenue bonds in an amount not to exceed $1,500,000 (the "Bonds") to
finance the costs of the Project.
2. Undertakings on the Part of the Issuer. Subject to the conditions above
stated, the Issuer agrees as follows:
(a) That it will authorize the issuance and sale of the Bonds under the
provisions of the Ordinance.
(b) That it will, at the proper time and subject in all respects to the prior
advice, consent and approval of the Borrower, adopt, or cause to be adopted, such
proceedings and authorize the execution of such documents as may be necessary and
advisable for the authorization, issuance, and sale of the Bonds, and that it will enter
into a loan agreement whereby the Borrower or its designee will pay to or on behalf of
the Issuer such sums as shall be sufficient to pay the principal and interest and
redemption premium, if any, on the Bonds as and when the same shall become due and
payable.
3. Undertakings on the Part of the Borrower. Subject to the conditions above
stated, the Borrower agrees as follows:
(a) That it will use all reasonable efforts to find one or more purchasers
for the Bonds.
(b) That contemporaneously with the delivery of the Bonds, it or its
designee, will enter into a loan agreement with the Issuer under the terms of which the
Borrower or its designee will obligate itself to pay to the Issuer sums sufficient in the
aggregate to pay the principal of and interest and redemption premium, if any, on the
Bonds as and when the same shall become due and payable.
4. General Provisions.
(a) All commitments of the Issuer under Paragraph 2 hereof and of the
Borrower or its designee under Paragraph 3 hereof are subject to the condition that on or
before December 31, 1985 (or such other date as shall be mutually satisfactory to the
Issuer and the Borrower), the Issuer and the Borrower or its designee shall have agreed to
mutually acceptable terms and conditions of the loan agreement and of the Bonds and
other instruments or proceedings relating to the Bonds and the Bonds shall have been
issued. The decision not to approve or agree to any term or condition of any document or
not to take any action prior to issuance of the Bonds shall rest solely within the complete
discretion of the parties to this Agreement.
(b) If the events set forth in (a) of this Paragraph 4 do not take place
within the time set forth or any extension thereof and the Bonds in an amount not
exceeding the amount stated above are not sold within such time, the Borrower agrees
that it will reimburse the Issuer for all reasonable and necessary direct out-of-pocket
expenses which the Issuer may incur at the Borrower's or the Borrower's designee's
request or as a result of arising out of the passage of this Resolution including but not
limited to the payment of attorney and other consultant fees arising from the execution
of this Agreement and the performance by the Issuer of its obligations hereunder, and
this Agreement shall thereupon terminate.
IN WITNESS WHEREOF, the parties hereto have entered into this
Agreement by their officers thereunto duly authorized as of the day of
1985.
CITY OF ELGIN, ILLINOIS
Mayor
(SEAL)
ATTEST:
City Clerk
UNIVERSAL CHEMICAL AND COATINGS, INC.
By
Its
(SEAL)
ATTEST:
Its
d
UNIVERSAL CHEMICALS AND COATINGS, INC.
AGREEMENT
Dated as of December 1, 1985
Re:
$1,500,000 City of Elgin, Illinois
Economic Development Revenue Bond
(Universal Chemicals and Coatings, Inc, Project) Series 1985
4
Table of Contents
Section Heading Page
Preliminary Statement 1
1. Commitments for the Loans and Closings 2
1.1. Borrowing by the Company and Description of Direct
Obligation Note 2
1.2 Sale and Description of Bond 2
1.3 Interest Rate 2
1.4 Bond Closing 3
(a) Loan from the Issuer to the Company 3
(b) Proceeds of the Bond to Issuer 3
1.5 Limited Liability of Issuer 3
1.6 Expenses 3
2. Warranties and Representations 4
2.1 Company Warranties and Representations 4
(a) Corporate Organization and Authority 4
(b) Full Disclosure 4
(e) Pending Litigation 5
(d) Title to Properties 5
(e) Borrowing Legal and Authorized 5
(f) No Defaults 5
(g) Governmental Consent 5
(h) Use of Proceeds 6
(1) Compensating Balances 6
(j) Compliance with Law 7
(k) Restrictions on the Company 7
(1) Title to Project 7
(m) Public Purpose 7
(n) Qualification of Project 7
(o) Location of Project 7
(p) No Conflict of Interest 7
(q) Consent of Holders of Other Securities 7
(r) Affiliate Transactions 7
(s) Financial Statements 8
(t) Taxes 8
(u) Private Placement 8
2.2 Issuer Warranties and Representations 8
(a) Organization and Corporate Power 8
(b) Legality of Transaction 8
(c) Pending Litigation 9
(d) Authorization of Transaction 9
(e) Restriction of Pledges 9
- i -
(f) Validity of Bond 9
(g) Use of Proceeds 10
(h) Public Purpose 10
(i) Conflicts 10
(j) No Defaults 10
(k) Governmental Approval 10
(1) Issuer's Existence 11
(m) Private Placement 11
2.3 Representations and Covenants of the Institutional Lender 11
3. Bond Closing Conditions 11
3.1. Consent of Holders of Other Securities 11
3.2. Company Closing Certificates 11
3.3. Issuer Closing Certificates 11
3.4 Opinions of Counsel 12
3.5 Documents 12
3.6 Contingent Purchase Agreement 12
3.7 Election of Issuer 12
3.8 Insurance 12
3.9 Proceedings Satisfactory 12
3.10 The Mortgage and the Assignment 12
3.11 Mortgage Title Insurance 12
3.12 Purchase Contracts 13
3.13 Budget and Construction Schedule 13
4. Custody and Application of Proceeds 13
4.1 Appointment of Escrow Trustee 13
4.2 Construction Fund; Disbursements 13
5. Prepayment of Note 15
5.1 Optional Prepayments Without Premium 15
5.2 Optional Calls by the Institutional Lender 15
5.3 Mandatory Prepayment 16
5.4 Notice of Prepayment 16
5.5 Partial Prepayment 16
5.6. Payment 17
5.7. Surrender of Note on Prepayment 17
6. Prepayment and Redemption of Bond 17
6.1 Prepayments and Redemption 17
6.2 Partial Prepayment 17
6.3 Surrender of Bond on Prepayment 17
7. Bond Proceeds and Investments 18
7.1. Bond Proceeds 18
7.2 Investments 18
8. Company Covenants 18
- ii -
8.1 Agreement to Acquire and Construct the Project 18
8.2 Additional Payments 19
8.3 No Defense of Set-Off - Unconditional Obligation 19
8.4 Assignment of Issuer's Rights 20
8.5 Right of Access to the Project and Books 20
8.6 The Company to Maintain its Corporate Existence;
Conditions Under Which Exceptions Permitted 20
8.7. Release and Indemnification Covenants 20
8.8 Damage and Destruction 21
8.9 Condemnation 23
8.10. Tax Exempt Status of Interest on the Bond 24
8.11. Arbitrage 26
8.12. Licenses and Permits 26
8.13. Burdensome Contracts with Affiliates 26
8.14. Maintenance and Repair 26
8.15. Taxes 26
8.16. Finance Charge 26
8.17 Fees of Institutional Lender 26
8.18 Insurance 27
8.19. Limitation on Liens 27
•
9. Issuer Covenants 27
9.1 Payment of Bond 27
9.2. Warranty of Title 27
9.3. Further Assurances 27
9.4. Arbitrage 27
9.5. Election of Issuer 27
9.6. Information Reporting Requirements 28
10. Financial and Business Information as to Company 28
11. Events of Default 29
11.1.Nature of Events 29
(a) Principal Payments on Note 29
(b) Interest Payments on Note 29
(c) Other Company Defaults 29
(d) Tax and Arbitrage Compliance Agreement 29
(e) Warranties or Representations of Company 29
(f) Involuntary Bankruptcy Proceedings Against Company
or Any Subsidiary 30
(g) Voluntary Petition by Company or Any Subsidiary 30
(h) Assignments by Company or Any Subsidiary
for Benefit of Creditors, Etc. 31
(i) Undischarged Final Judgments Against Company
or Any Subsidiary 31
(j) Other Debt 31
(1) Principal Payments on Bond 31
(m) Interest Payments on Bond 31
(n) Other Issuer Defaults 31
(o) Warranties or Representations of Issuer 31
- iii -
11.2. Default Remedies 31
(a) Acceleration of Note and Bond 31
(b) Attorney's Fees 31
(c) Other Actions 32
11.3. Notice of Default 32
11.4. Nonwaiver 32
12. Interpretation of This Agreement 32
12.1. Terms Defined 32
12.2. Directly or Indirectly 34
12.3. Governing Law 34
13. Miscellaneous 34
13.1. Notices 34
13.2. Reproduction of Documents 34
13.3. Survival 35
13.4. Successors and Assigns 35
13.5. Amendments 35
13.6. Duplicate Originals 35
13.7. Payments Due on Saturday, Sundays and Holidays 35
13.8. Severability 35
- iv -
AGREEMENT
Re:
81,500,000 City of Elgin, Illinois
Economic Development Revenue Bond
Series 1985
(Universal Chemicals and Coatings, Inc. Project)
AGREEMENT dated as of December 1, 1985 (the "Agreement") among CITY OF
ELGIN, ILLINOIS, a municipal corporation and a home rule unit of government of the
State of Illinois (the "Issuer"), UNIVERSAL CHEMICALS AND COATINGS, INC., a
Delaware corporation (the "Company"), AMERICAN NATIONAL BANK AND TRUST
COMPANY OF CHICAGO, as Bondholder (the "Institutional Lender"), and AMERICAN
NATIONAL BANK AND TRUST COMPANY OF CHICAGO, as Escrow Trustee (the
"Escrow Trustee").
Preliminary Statement
The Company requires additional funds to pay or reimburse the Company for the
payment of the costs of completing the constructing and equipping of a manufacturing
facility on land within the corporate limits of the Issuer (the "Project"), all as more fully
described in Schedule I hereto. The Company proposes to obtain this financing through a
borrowing from the Issuer in the aggregate principal amount of $1,500,000 to be
evidenced by the Company's Direct Obligation Note described in Section 1.1. The
Company obtained preliminary financing for the Project through a borrowing from the
Issuer in the aggregate amount of $4,000,000, the Issuer having obtained funds for the
aforementioned loan to the Company through the sale of the Issuer's $4,000,000 principal
amount Industrial Development Revenue Bond (Universal Chemicals and Coatings, Inc.
Project).
Pursuant to its home rule powers and pursuant to City of Elgin Ordinance No.
S2-80 (the "Act") the Issuer proposes to obtain funds for the loan to the Company through
the sale of the Issuer's economic development revenue bond, Series 1985 (as described in
Section 1.2 hereof) to the Institutional Lender. The Institutional Lender is the holder of
the $4,000,000 principal amount Industrial Development Revenue Bond (Universal
Chemicals and Coatings, Inc. Project). Under an Assignment and Security Agreement
dated as of December 1, 1985 (the "Assignment") between the Issuer and the Institutional
Lender, the Issuer will pledge and assign to the Institutional Lender the Issuer's rights
hereunder (except its rights to payment under Sections 1.6, 8.2, 8.7, 9.3 and 11.2(b))
hereof, together with its rights under the Direct Obligation Note (hereinafter defined) of
the Company and the Mortgage (hereinafter defined) and the Collateral Assignment
dated as of December 1, 1985 from the Company to the Issuer (the "Collateral
Assignment"). The economic development revenue bond of the Issuer will be payable
solely out of payments or prepayments to be made by the Company on the Direct
Obligation Note (hereinafter defined) of the Company. The Company will mortgage the
Facilities (hereinafter defined) to the Issuer in a Second Mortgage and Security
Agreement (the "Mortgage") dated as of December 1, 1985 from the Company to the
Issuer. The Company will also enter into a Contingent Purchase Agreement dated as of
December 1, 1985 (the "Contingent Purchase Agreement") with the Institutional Lender.
Section 1. Commitments for the Loans and Closings.
1.1 Borrowing by the Company and Description of Direct Obligation Note.
Subject to all the terms and conditions hereof and on the basis of the representations and
warranties hereinafter set forth and subject to the closing of the concurrent sale of the
Issuer's economic development revenue bond by the Issuer to the Institutional Lender
pursuant to Section 1.2 hereof, the Issuer agrees to lend to the Company, and the
Company agrees to borrow from the Issuer on the Bond Closing Date provided for in
Section 1.4 the principal amount of $1,500,000 to be evidenced by the Direct Obligation
Note (the "Note") of the Company. The Note will be dated the date of issue and the
principal thereon will be repaid in equal quarterly installments of Seventy-Five Thousand
Dollars ($75,000) on March 31, June 30, September 30 and December 30 (the "Payment
Dates") with the first installment due on March 31, 1986 and the final installment due on
December 30, 1990. The Note will be expressed to bear such interest as specified in
Section 1.3 and all unpaid accrued interest shall be paid on each Payment Date. The
Note will be otherwise substantially in the form attached hereto as Exhibit A.
1.2. Sale and Description of Bond. Subject to all the terms and conditions
hereof and on the basis of the representations and warranties hereinafter set forth, the
Institutional Lender agrees to purchase at par from the Issuer, and the Issuer agrees to
sell at par to the Institutional Lender on the Bond Closing Date, provided for in
Section 1.4 the principal amount of $1,500,000 to be evidenced by the Issuer's Economic
Development Revenue Bond (Universal Chemicals and Coatings, Inc. Project) Series 1985
in the principal amount of $1,500,000 (the "Bond"). The Bond will be a non-coupon bond,
payable to the Institutional Lender and dated the Bond Closing Date, and the principal
thereon will be payable in equal quarterly installments of Seventy-Five Thousand Dollars
($75,000) on the Payment Dates with the first installment due on March 31, 1986 and the
final installment due on December 30, 1990. The Bond will be expressed to bear such
interest as specified in Section 1.3 and all unpaid accrued interest shall be paid on each
Payment Date. The Bond will be nontransferable by the Institutional Lender except as a
whole and shall be transferable only as provided in the form of Bond attached hereto as
Exhibit B. The Bond will be otherwise substantially in the form of Exhibit B. If the Bond
is transferred, the term "Institutional Lender" as used herein shall mean the transferee of
the Bond.
1.3. Interest Rate. The Note and Bond shall be expressed to bear interest on
the unpaid principal balance of each from the date of their issuance at a varying rate per
annum which shall be seventy percent (70%) of the rate of interest publicly announced
from time to time by the American National Bank and Trust Company of Chicago as its
prime rate (the "Prime Rate") with adjustments in such varying rate to be made on the
same date as any announced change in the Prime Rate, provided, however, that except
upon the occurrence of an event requiring purchase of the Bond pursuant to the
Contingent Purchase Agreement, the rate of interest borne by the Bond and the Note
shall never be less than six percent (6%) per annum nor more than nine percent (9%) per
annum, and provided further that any changes in the Prime Rate occurring within 15 days
before any Payment Date resulting in an increase or decrease in the interest which would
otherwise be payable on the Note and the Bond on such Payment Date shall not, if an
increase, be payable on such Payment Date, but shall instead be payable on the next
succeeding Payment Date or shall, if a decrease, reduce the amount which would
otherwise be payable on the next succeeding Payment Date. Interest shall be calculated,
for actual days elapsed, on a 360 day year. In the event of a declaration of default by
the Institutional Lender, interest on overdue principal and, to the extent permitted by
- 2 -
law, on overdue interest shall be payable on demand at a rate equal to the rate otherwise
applicable plus three percent (3%) per annum until paid.
1.4. Bond Closing. (a) Loan from the Issuer to the Company. The proceeds of
the loan made pursuant to Section 1.1 by the Issuer to the Company shall be made
available to the Company by depositing such proceeds for the benefit of the Company
with the Institutional Lender at or before 2:00 P.M., Chicago time on such date on or
before December 30, 1985, as the Company shall designate by not less than two business
days' prior written notice to the Issuer and the Institutional Lender (the "Bond Closing
Date") in Federal Reserve funds current in Chicago, Illinois, or other immediately
available funds in an amount equal to the principal amount of the Note, all against
delivery of the Note and other showings hereinafter provided for. The Note will be
delivered to the Issuer in the form of a single typewritten Note, payable to the order of
the Issuer, in the principal amount of $1,500,000.
(b) Proceeds of the Bond to Issuer. The proceeds of the Bond shall be made
available to the Issuer (or at the direction of the Issuer, to the Institutional Lender on
behalf of the Company) at the time and place of closing under Section 1.4(a) by payment
to the Issuer of Federal Reserve funds current in Chicago, Illinois, or other immediately
available funds in an amount equal to the principal amount of the Bond. The Bond will be
delivered to the Institutional Lender in the form of a single typewritten fully registered
Bond, payable to the Institutional Lender.
1.5. Limited Liability of Issuer. (a) The Bond authorized and issued hereunder and
all payments to be made by the Issuer thereon are not general obligations of the Issuer
but are limited obligations of the Issuer payable solely from the payments or
prepayments by the Company on the Note, and other amounts payable under this
Agreement or the Mortgage.
(b) The Bond is issued pursuant to the home rule powers of the Issuer and
under the Act and is a limited obligation of the Issuer, payable solely out of the revenues
and receipts derived from the Note and otherwise under this Agreement or the
Mortgage. The Bond shall not constitute or give rise to a general obligation or liability
of the Issuer or a charge against its general credit or taxing powers and does not
constitute an indebtedness or a loan of credit of the Issuer within the meaning of any
constitutional or statutory provision. No holder of the Bond has the right to compel any
exercise of the taxing power of the Issuer to pay the Bond or the interest thereon.
1.6. Expenses. Whether or not the Bond is sold, the Company will from time to
time upon request of the Issuer or the Institutional Lender, as the case may be, pay all
expenses of the Issuer or the Institutional Lender, as the case may be, relating to the
transactions contemplated by this Agreement, including but not limited to:
(a) the reasonable fees and disbursements of bond counsel;
(b) the out-of-pocket expenses of the Issuer and all fees and
charges of the Issuer incident to the transactions contemplated by this
Agreement, including fees of Issuer's counsel;
(c) all expenses, including attorneys' fees, relating to any
amendments, waivers or consents pursuant to the provisions of, or any
other action deemed by the Issuer to be necessary or appropriate in
- 3 -
connection with its obligations under the Agreement and the Note,
whether incurred or expended prior or subsequent to the issuance and sale
of the Bond; and
(d) all taxes in connection with the execution and delivery of this
Agreement, the Mortgage, the Assignment, the Note or the Bond or the
Contingent Purchase Agreement, whether or not the Note is then
outstanding, all expenses of the Institutional Lender, including but not
limited to attorneys' fees, all taxes, assessments, recording, filing and
registration fees, all registration taxes, title insurance premiums,
construction escrow charges, architects' fees, appraisal, survey or
inspection fees and charges and all costs of performance and payment of
the Bond and all recording and filing fees relating to the pledge and
assignment of the Note or the mortgaging of the Project, and all
expenses, including reasonable attorneys' fees, relating to any
amendments, waivers or consents pursuant to the provisions hereof, the
Assignment, the Note, the Bond, the Mortgage, the Collateral
Assignment, the Contingent Purchase Agreement.
The obligations of the Company under this Section 1.6 shall survive the payment or
prepayment of the Bond and the termination of this Agreement.
Section 2. Warranties and Representations.
2.1. Company Warranties and Representations. The Company warrants and
represents to the Institutional Lender that:
(a) Corporate Organization and Authority. The Company
(1) is a corporation duly organized, validly
existing and in good standing under the laws of the State of
Delaware and has duly qualified and is authorized to do
business and is in good standing as a foreign corporation in
Illinois;
(2) has all requisite power and authority to own
and operate its properties and to carry on its business as
now conducted and as presently proposed to be conducted.
(b) Full Disclosure. Neither this Agreement nor any written
statement furnished by the Company to the Institutional Lender in
connection with the negotiation of the sale of the Bond, contains any
untrue statement of a material fact or omits a material fact necessary to
make the statements contained therein or herein not misleading. There is
no fact which the Company has not disclosed to the Institutional Lender in
writing which materially affects adversely or, so far as the Company can
now foresee, will materially affect adversely the properties, business,
prospects or condition (financial and otherwise) of the Company or the
ability of the Company to pay the Note or to perform this Agreement, the
Mortgage or the Contingent Purchase Agreement.
- 4 -
(e) Pending Litigation. There are no proceedings pending, or to
the knowledge of the Company threatened, against or affecting the
Company in any court or before any governmental authority which involve
the possibility of materially and adversely affecting the business or
condition (financial or otherwise) of the Company, or the ability of the
Company to pay the Note or perform this Agreement, the Mortgage or the
Contingent Purchase Agreement. The Company is not in default with
respect to any order of any court or governmental authority.
(d) Title to Properties. The Company has good and marketable
title in fee simple to the real property subject to the Mortgage, upon
acquisition of the Project will have good and marketable title to the
personal property subject to the Mortgage and has good title to all its
other property.
(e) Borrowing Legal and Authorized. The consummation by the
Company of the transactions provided for in this Agreement and
compliance by the Company with the provisions of this Agreement, the
Mortgage, the Collateral Assignment, the Contingent Purchase
Agreement and the Note:
(1) are within the corporate powers and have
been duly authorized by all necessary corporate action on
the part of the Company; and
(2) will not result in any breach of any of the
terms, conditions or provisions of, or constitute a default
under, or result in the creation or imposition of any lien,
charge or encumbrance upon any property or assets of the
Company pursuant to any indenture, loan agreement or
other instrument (other than this Agreement) to which the
Company is a party or by which the Company may be
bound, nor will such action result in any violation of the
provisions of the Certificate of Incorporation or By-Laws
of the Company.
(f) No Defaults. No event has occurred and no condition exists
which, upon the execution of this Agreement, the Contingent Purchase
Agreement, the Collateral Assignment or the Mortgage or upon the
issuance of the Note, would constitute a default or an event of default.
The Company is not in violation in any material respect and has not
received notice of any claimed violation of any term of any agreement,
charter instrument, Certificate of Incorporation, by-law or other
instrument to which it is a party or by which it is bound.
(g) Governmental Consent. Neither the nature of the Company
nor any of its activities or properties, nor any relationship between the
Company and any other person, nor any circumstances in connection with
this Agreement, the Contingent Purchase Agreement, the Collateral
Assignment, the Mortgage or the Note or the performance or observance
of any covenant or agreement required to be observed or performed by
the Company under this Agreement, the Collateral Agreement, the
- 5 -
Mortgage, the Contingent Purchase Agreement or the Note, is such as to
require a consent, approval or authorization of or filing, registration or
qualification with, any governmental authority as a condition to the
execution and delivery of this Agreement, the Collateral Assignment, the
Mortgage, the Contingent Purchase Agreement or the offer, sale or
delivery of the-Note by the Company.
(h) Use of Proceeds. (1) The Company will apply the proceeds of
the loan from the Issuer solely for the purpose of providing funds to pay or
reimburse the Company for the payment of Costs of the Project. None of
the transactions contemplated by this Agreement (including without
limitation thereof, the use of the proceeds of the Note) will violate or
result in a violation of Section 7 of the Securities Exchange Act of 1934,
as amended, including without limitation, Regulations G, T and U of the
Board of Governors of the Federal Reserve System, 12 C.F.R.,
Chapter II. The Company will not use any of the proceeds of the Note to
purchase or carry any "margin security" within the meaning of said
Regulation G or in any manner cause the Bond to be an "arbitrage bond"
within the meaning of Section 103(c) of the Code and Treasury
Regulations Sections 1.103-13, 1.103-14 and 1.103-15 AT.
(2) The estimated construction Costs of the Project are as set
forth in Schedule I hereto, and have been determined in accordance with
sound engineering and accounting principles.
(3) The Project consists and will consist of those facilities
generally described in Schedule I hereto and no changes shall be made in
the Project or in the operation thereof which will impair the exclusion of
interest on the Bond from the gross income of the owner of the Bond for
federal income tax purposes.
(4) At least 90% of the Costs of the Project to be financed from
Bond proceeds constitute amounts which (i) will be charged to the
Project's capital account or which would be so chargable either with a
proper election by the Company under the Code or but for a proper
election by the Company under the Code to deduct such amount and (ii)
were paid and incurred after November 25, 1985 ("Qualified Costs").
(5) The proceeds of the Note will not be used to provide working
capital for the Company within the meaning of Section 103(b) of the
Code.
(i) Compensating Balances. The Company shall maintain with the
Institutional Lender average available demand deposits ("Required
Deposits"), so long as the Bond remains outstanding, at not less than
$300,000.00. On December 31, 1985 and each March 30, June 30,
September 30 and December 30 thereafter so long as the Bond remains
outstanding, the Company, to the extent the Required Deposits are not
maintained, shall pay to the Institutional Lender a balance deficiency fee
on the shortfall in the Required Deposits equal to the daily average prime
rate announced by the Institutional Lender in effect for the preceding
quarter plus one percent (1%).
- 6 -
(j) Compliance with Law. The Company
(1) is in compliance with all laws, ordinances,
governmental rules and regulations to which it is subject, and
(2) has obtained or will obtain all licenses, permits,
franchises or other governmental authorizations necessary to the
ownership of its property or to the conduct of its activities,
non-compliance with which or failure to obtain which might materially
adversely affect the ability of the Company to conduct its activities as
presently conducted or the condition (financial or otherwise) of the
Company.
(k) Restrictions on the Company. The Company is not a party to
any contract or agreement, or subject to any charter or other corporate
restriction, which materially and adversely affects its business.
(1) Title to Real Estate. The Company has title to the real estate
described in Schedule I sufficient for its purposes.
(m) Public Purpose. The completion of the construction of the
Project which has created new employment opportunities in the City of
Elgin, Illinois.
(n) Qualification of Project. The Company intends to utilize or
cause the Project to be utilized as a manufacturing facility until the
expiration or earlier termination of this Agreement as provided herein.
(o) Location of Project. The Project is located wholly within the
corporate limits of the City of Elgin, Illinois.
(p) No Conflict of Interest. No member of the governing body of
the Issuer, nor any elected or salaried officer or official of the Issuer has
any interest (financial, employment or other) in the Company or in the
real estate held by Chicago Title and Trust Company, as trustee under a
Land Trust Agreement dated May 17, 1983, commonly known as
Trust No. 1083846, (the "Land Trust") or the transactions contemplated by
this Agreement.
(q) Consent of Holders of Other Securities. All consents or
approvals required to be obtained from any holder or holders of any
outstanding security of the Company and any amendments of any
agreement pursuant to which any security has been issued which shall be
necessary to permit the consummation of the transactions contemplated
hereby have been obtained.
(r) Affiliate Transactions. The Company is not a party to any
contract or agreement with any of its affiliates, the terms and conditions
of which are less favorable to the Company than would be usual and
customary in similar contracts or agreements between persons, firms or
corporations not affiliated with each other.
- 7 -
(as) Financial Statements. The financial statements of the
Company for the fiscal years 1984 and 1985 including balance sheets as of
June 30 of such years, and the related statements of operations,
stockholders equity and changes in financial position for the years then
ended, and the interim financial statements of the Company as of
September 30, 1985 heretofore furnished to Institutional Lender, truly and
accurately reflect the financial condition of the Company as of said dates
and the results of operations for the periods covered ti-.�reby. The
Company has no material contingent liabilities other than idicated on
said financial reports except as created in the ordinary course of business
and since September 30, 1985, there have been no material adverse
changes in the condition or prospects, financial or otherwise, of the
Company.
(t) Taxes. The Company has paid and discharged all taxes, rates,
assessments, fees and governmental charges due from the Company. No
audits of or assessments of deficiency with respect to or controversies in
respect of the United States federal income tax returns of the Company
are, to the knowledge of the Company, pending or threatened for any
fiscal year.
(u) Private Placement. Neither the Company nor any agent
thereof has offered the Bond or any similar security to any person other
than the Institutional Lender.
2.2. Issuer Warranties and Representations. The Issuer warrants and
represents to the Institutional Lender that:
(a) Organization and Corporate Power. The Issuer
(i) is a municipality duly organized and existing
under the applicable laws of the State of Illinois and is a
home rule unit of government existing under the provisions
of Section 6(a) of Article VII of the 1970 Constitution of
the State of Illinois; and
(ii) has all requisite power and authority
pursuant to its home rule powers, to issue the Bond for the
purposes for which it is to be issued, to loan the proceeds
thereof to the Company as evidenced by the Note, to enter
into this Agreement and to pledge and assign its rights
hereunder (except its rights to payments under Sec-
tions 1.6, 8.2, 8.7, 9.3 and 11.2(b) hereof), and under the
Note, the Collateral Assignment and the Mortgage to the
Institutional Lender under and pursuant to the provisions of
the Assignment as security for the payment of the prin-
cipal of and interest on the Bond.
(b) Legality of Transaction. The sale of the Bond by the Issuer and
compliance by the Issuer with all of the provisions of this Agreement, the
Assignment and the Bond:
- 8 -
(i) are within the power of the Issuer, and
(ii) are legal and will not conflict with, result in
any breach by the Issuer of any of the provisions of or
constitute a default under any existing law, court or
administrative regulation, decree or order or any
agreement, indenture, mortgage, lease or other instrument
to which the Issuer is a party or by which it may be bound.
(c) Pending Litigation. There are no proceedings pending or, to
the knowledge of the Issuer, threatened against or affecting the Issuer in
any court or before any governmental authority or arbitration board or
tribunal which involve the possibility of an unfavorable decision, ruling or
finding which would adversely affect (i) the transactions contemplated
hereby or the validity of the Bond, the Assignment, the Mortgage, the
Collateral Assignment, this Agreement or any agreement or instrument to
which the Issuer is a party and which is used or contemplated for use in
the consummation of the transactions contemplated hereby, or (ii) the
excludability of the interest on the Bond from the gross income of the
owner of the Bond for federal income tax purposes. Neither the corporate
existence of the Issuer nor the titles of the officials of the Issuer to their
respective offices are being contested. The Issuer is not in default with
respect to any order of any court, governmental authority or arbitration
board or tribunal or under any agreement, indenture, mortgage, lease or
other instrument to which the Issuer is a party or by which it may be
bound where such default would in any way have an adverse effect on the
transactions contemplated by this Agreement.
(d) Authorization of Transaction. The Issuer has duly authorized
or, prior to the Closing, shall have duly authorized: (i) the issuance and
sale of the Bond upon the terms set forth herein, (ii) the loan of the
proceeds of the Bond to the Company; (iii) the pledging and assigning by
the Issuer pursuant to the provisions of the Assignment of its rights
hereunder (except its rights to payments under Sections 1.6, 8.2, 8.7, 9.3
and 11.2(b) hereof), and under the Note, the Mortgage and the Collateral
Assignment; (iv) the execution, delivery and receipt of this Agreement,
the Assignment, the Bond and any and all such other agreements and
documents as may be required to be executed, delivered and received by
the Issuer in order to carry out, give effect to and consummate the
transactions contemplated hereby; and (v) the effectuation and
consummation of the transactions contemplated by this Agreement and
the Assignment.
(e) Restriction of Pledges. The Issuer has not pledged and will not
pledge its interest in this Agreement (except its rights to payments under
Sections 1.6, 8.2, 8.7, 9.3 and 11.2(b) hereof) or in the Note, the Mortgage
or the Collateral Assignment other than to secure the Bond.
(f) Validity of Bond. The Bond, when issued, delivered and paid for
as herein provided, will have been duly authorized and issued and will
constitute the valid and binding obligation of the Issuer enforceable in
- 9 -
accordance with its terms and will be entitled to the benefits of this
Agreement, the Mortgage, the Collateral Assignment and the Assignment
(subject to the limitations referred to in Sections 1.5 and 9.1 hereof and
subject to any applicable bankruptcy, reorganization, insolvency,
moratorium or other law affecting the enforcement of creditors' rights
generally or affecting state agencies, municipalities or authorities, such
as the Issuer, from time to time in effect).
(g) Use of Proceeds. The Issuer will apply the proceeds from the
sale of the Bond to the loan to the Company under and pursuant to this
Agreement which the Company represents and warrants will be used to
pay or reimburse the Company for the payment of the Costs of the
Project in accordance with the Agreement. So long as the Bond remains
outstanding, and except as may be authorized by this Agreement, the
Issuer will not issue or sell any bonds, notes or other obligations, other
than the Bond sold hereunder, the interest or principal of which will be
payable from payments upon the Note and other amounts payable by the
Company to the Issuer under this Agreement or which shall be secured by
any pledge or assignment or other lien upon the Project or the Note.
(h) Public Purpose. The Issuer hereby finds and determines that
financing the Project by the issuance of the Bond will further its public
purposes in that it will create and retain employment opportunities within
the corporate boundaries of the Issuer and encourage economic
development therein, thereby reducing the evils attendant upon
unemployment and providing for the increased welfare and prosperity of
the residents of the Issuer.
(i) Conflicts. No member of the governing body of the Issuer nor
any elected or salaried officer of the Issuer has any interest (financial,
employment or other) in the Company, the Land Trust, the Institutional
Lender or the transactions contemplated by this Agreement.
(j) No Defaults. The Issuer is not in default in any material
respect under any agreement or instrument to which it is a party or by
which it may be bound where such default would in any way have an
adverse effect on the transactions contemplated by this Agreement. No
event has occurred and no condition exists which, upon the issuance of the
Bond, would constitute a default or an event of default hereunder.
(k) Governmental Approval. No approval, consent or withholding
of objection on the part of any regulatory body, federal, state or local, is
required in connection with (i) the issuance and sale of the Bond in the
manner herein provided for or (ii) the execution or delivery of or
compliance by the Issuer with the terms and provisions hereof and of the
Assignment, and the consummation of the transactions set forth in the
foregoing clauses (i) and (ii) in the manner and under the terms and
provisions as herein provided will comply with the provisions of any and
all applicable state, local or federal laws and any rules and regulations
promulgated thereunder by any regulatory authority or agency.
- 10 -
(1) Issuer's Existence. The Issuer will do or cause to be done all
things necessary to preserve and keep in full force and effect its
existence.
(m) Private Placement. The Issuer has not offered the Bond or any
similar security to any person other than the Institutional Lender.
2.3. Representations and Covenants of the Institutional Lender.
(a) The Institutional Lender represents to the Issuer and the
Company that (i) it is purchasing the Bond for its own account for
investment, as evidence of a loan made in the ordinary course of its
banking business, and with no present intention of distributing or reselling
the Bond or any part thereof, provided that the disposition of the property
of the Institutional Lender shall at all times be within its control and
(ii) it has not relied upon the Issuer for any information or data with
respect to the Company, its operations or its properties, including the
costs which will be financed with the proceeds of the loans hereunder.
(b) The Institutional Lender shall note on the payment record
attached to the Bond and the Note the date and amount of payment of
each principal installment and interest then being paid and of interest
theretofore paid and not yet noted thereon, and upon request of the
Company or the Issuer, the Bond and the Note shall be available for
inspection by the Company or the Issuer during normal banking hours at
the offices of the Institutional Lender at 33 North LaSalle Street,
Chicago, Illinois, 60690.
Section 3. Bond Closing Conditions.
The obligation of the Issuer to make the loan to the Company provided for in
Section 1.1 and the obligation of the Institutional Lender to purchase the Bond as
provided for in Section 1.2 shall be subject to the following conditions precedent:
3.1. Consent of Holders of Other Securities. Any consents or approvals required
to be obtained from any holder or holders of any outstanding security of the Company
and any amendments of any agreements pursuant to which any security may have been
issued which shall be necessary to permit the consummation of the transactions
contemplated hereby shall have been obtained and all such consents or amendments shall
be satisfactory in form and substance to the Institutional Lender.
3.2. Company Closing Certificates. The warranties and representations contained
in Section 2.1 shall be true in all material respects on the Bond Closing Date with the
same effect as though made on and as of said date; and the Issuer and the Institutional
Lender shall have received a certificate dated the Bond Closing Date, signed by the
President, a Vice President or principal financial officer of the Company to that effect.
3.3. Issuer Closing Certificates. The warranties and representations contained in
Section 2.2 shall be true in all material respects on the Bond Closing Date with the same
effect as though made on and as of that date; and the Institutional Lender shall have
received a certificate dated the Bond Closing Date signed by an authorized official of
- 11 -
the Issuer to that effect; and the Institutional Lender shall have received an "arbitrage"
certificate of the Issuer signed by an authorized official of the Issuer in form and
substance reasonably satisfactory to bond counsel and the Institutional Lender.
3.4. Opinions of Counsel. The Issuer and the Institutional Lender shall have
received the opinions-of Sachnoff, Weaver & Rubenstein, Ltd., counsel for the Company,
Erwin W. Jentsch, counsel for the Issuer, and Friedman & Hoven, bond counsel, dated in
each case the Bond Closing Date.
3.5. Documents. This Agreement, the Assignment, the Contingent Purchase
Agreement, the Note and the Tax and Arbitrage Compliance Agreement shall have been
duly authorized, executed and delivered by the parties thereto and shall constitute the
legal, valid and binding obligations of such parties, enforceable in accordance with their
respective terms. The Institutional Lender shall have received the Note (duly endorsed
by the Issuer to the order of the Institutional Lender), the Bond and fully executed
counterparts of this Agreement, the Assignment, the Contingent Purchase Agreement
and the Tax and Arbitrage Compliance Agreement in form and substance satisfactory to
it.
3.6. Contingent Purchase Agreement. The warranties and representations
contained in Section 2 of the Contingent Purchase Agreement shall be true in all
material respects as of the Bond Closing Date.
3.7. Election of Issuer. The Issuer shall have duly elected to have the provisions
of Section 103(b)(6)(D) of the Code apply to the issuance of the Bond, and such election
shall have been made in accordance with the applicable regulations or procedures of the
Internal Revenue Service.
3.8 Insurance. The Institutional Lender and the Issuer shall have received from
the Company evidence of insurance coverages with such companies and under such terms
as are satisfactory to the Institutional Lender.
3.9. Proceedings Satisfactory. All proceedings taken in connection with the
borrowing by the Company, the issuance of the Note, the borrowing by the Issuer and the
issuance of the Bond and all documents and papers relating thereto shall be satisfactory
to the Issuer, the Institutional Lender and bond counsel. The Issuer, the Institutional
Lender and Bond Counsel shall have received copies of such documents and papers as
they may reasonably request in connection therewith, all in form and substance
satisfactory to the Issuer, the Institutional Lender and Bond Counsel.
3.10. The Mortgage and the Assignment. The Mortgage and the Collateral
Assignment (and/or financing statements or similar notice thereof, if and to the extent
permitted or required by applicable law) shall have been executed and recorded or filed
in such public offices as may be deemed necessary or appropriate by the Institutional
Lender in order to perfect the security interest in the Note, the Mortgage and the
Collateral Assignment as provided by the Assignment and in order to constitute the
Mortgage as a second mortgage lien and fully perfected security interest on the land,
buildings and fixtures which are real property and a full perfected security interest in
and to the personal property that constitutes the Facilities under the Mortgage.
3.11. Mortgage Title Insurance. The Company, at its own cost and expense will
procure and deliver to the Institutional Lender a Loan Policy of Title Insurance (ALTA-
- 12 -
1975) (the "Title Policy") issued by dated as of the closing
date in the aggregate principal amount of $1,500,000, naming the Institutional Lender as
the insured, showing good and marketable fee simple title to the real property subject to
the Mortgage to be in the Company and containing construction, mechanics' lien, pending
disbursements, usury, zoning, doing business, comprehensive and other endorsements as
required by the Institutional Lender, subject only to the exceptions as have been
approved in writing by the Institutional Lender and shall also guarantee the Institutional
Lender against all loss or damage sustained by reason of the Mortgage not being a first
and paramount lien (subject only to the existing mortgage and security agreement dated
September 1, 1984 from the Company to the Issuer) at the date of such policy upon
property therein described and which policy shall cover the date of recording of the
Mortgage, and shall otherwise be in form and substance satisfactory to the Institutional
Lender.
3.12. Purchase Contracts. The Institutional Lender shall receive from the
Company satisfactory contracts for the purchase of equipment which shall constitute the
Project, which shall set forth the name of the manufacturer, type of equipment, purchase
price and serial and model number.
3.13. Budget and Construction Schedule. Prior to each draw-down on bond
proceeds the Institutional Lender shall receive from the Company a satisfactory budget
specifying all costs related to the draw-down, together with a construction schedule and
receive the reasonable approval of the Institutional Lender.
Section 4. Custody and Application of Proceeds.
4.1 Appointment of Escrow Trustee. American National Bank and Trust
Company of Chicago is hereby appointed as escrow trustee (the "Escrow Trustee"). The
entire proceeds of the Bond shall be deposited in the Construction Fund established
pursuant to Section 4.2 hereof, and shall be disbursed by the Escrow Trustee in
accordance with the provisions of said Section.
4.2 Construction Fund; Disbursements. There is hereby created and established
with the Escrow Trustee a trust fund in the name of the Issuer to be designated
"Construction Fund." Provided that the conditions set forth in Section 3 hereof have
occurred, the proceeds of the Bond shall be disbursed by the Escrow Trustee for the
following purposes:
(a) Payment of the initial commitment fee of the Institutional
Lender in the amount of ;15,000.
(b) Payment of, or reimbursement for, legal, financial and
accounting fees and expenses, including fees and disbursements of counsel
for the Issuer, counsel for the Institutional Lender and Bond Counsel, fees
of the Issuer, if any, and payment of, or reimbursement for, all fees, costs
and expenses for the preparation of this Agreement, the Mortgage, the
Collateral Assignment, the Assignment and the Contingent Purchase
Agreement, the Tax and Arbitrage Compliance Agreement, and other re-
lated documents used in connection with the sale of the Bond and the
Bond.
- 13 -
(c) Payment or reimbursement of the fees, if any for
architectural, engineering, legal, printing, underwriting, investment
banking and supervisory services with respect to the Project or in
connection with the sale, issuance and delivery of the Bond.
(d) Payment or reimbursement for labor, services, materials and
supplies used or furnished in site improvement and in the construction,
acquisition and equipping of the Project, all as provided in the Budget
therefor; payment of, or reimbursement for, the cost of the construction,
acquisition and installation of utility services or other facilities, and
acquisition and installation of all real and personal property deemed
necessary in connection with the Project and payment for the
miscellaneous capitalized expenditures incidental to any of the foregoing
items.
(e) To the extent not paid by the contractor for construction or
installation with respect to any part of the Project, payment of or
reimbursement for, the premiums on all insurance required to be taken
out and maintained during the Construction Period as defined in Section
12.1 hereof.
(f) Payment of the taxes, assessments and other charges, if any,
• that may become payable during the Construction Period with respect to
the Project, or reimbursement thereof if paid by the Company.
(g) Payment of, or reimbursement for, expenses incurred in
seeking to enforce any remedy against any contractor or subcontractor in
respect of any default under a contract relating to the Project.
(h) All remaining proceeds (including investment proceeds) of the
Bond, if any, after the Completion Date or after an acceleration under
Section 11.2(a) hereof, and after payment or provision for payment of all
other items provided for in subsections 4.2(a) to 4.2(f) hereof, inclusive,
shall be deposited by the Escrow Trustee in a separate escrow account and
used to prepay the Bond in whole or in part on the next succeeding
payment date provided that, none of such remaining proceeds may be used
to prepay the Bond unless and until the Institutional Lender has been
furnished with an opinion of nationally recognized bond counsel mutually
acceptable to the Company, the Issuer and to the Institutional Lender, to
the effect that such use is lawful under the home rule powers of the Issuer
and does not adversely affect the exclusion from gross income for federal
income tax purposes of the interest on the Bond; and provided further
that, until used for such purpose, such remaining moneys may be invested
in investments authorized by Section 7.2.
Each of the payments referred to in this Section shall be made monthly upon
receipt by the Escrow Trustee of a requisition signed by the authorized Company
representative which shall state with respect to each payment to be made: (1) the
requisition number, (2) the name and address of the person, firm or corporation to whom
payment or reimbursement is due, which may be the Institutional Lender or the
Company, (3) the amount to be paid, (4) that substantially all (at least 90%) of the
amounts previously disbursed and to be disbursed pursuant to such requisition are to
- 14 -
defray Qualified Costs of the Project, (5) that each obligation mentioned therein has
been properly incurred, is a proper charge against the proceeds of the Bond, is unpaid,
and has not been the basis of any previous disbursement from the proceeds of the Bond,
(6) that except for the amount, if any, stated pursuant to the foregoing clause (3) in such
certificate to be due for services or materials to the particular supplier, there is no
outstanding indebtedness to the particular supplier known to the person signing such
certificate, after due inquiry, which is then due for labor, wages, materials, supplies or
services in connection with such construction which, if unpaid, might become the basis of
any lien upon the Project, (7) that there has not been filed with respect to the Project or
any part thereof any vendor's, mechanic's, laborer's materialman's or other lien which has
not been discharged of record, except such as will be discharged by payment of the
amount then requested or are being contested in accordance with the Mortgage and (8)
that no event of default exists under this Agreement, and that no notice has been given
to the Company of a default hereunder which has not been corrected, and shall be
accompanied by such other showings (including contractor's statements, affidavits, liens
waivers, title policy date-down endorsements and attorney's opinions) as may be
reasonably requested by the Escrow Trustee or are customarily required by prudent
lenders for disbursements under commercial real estate and equipment financing.
In making any such payment from the proceeds of the Bond, the Issuer and the
Escrow Trustee may rely on such requisitions delivered to the Escrow Trustee, and the
Escrow Trustee shall be relieved of all liability with respect to making such payments in
accordance with the foregoing.
No change in any cost categories set forth in the final Budget shall be made
without the Escrow Trustee's prior written approval. Sufficient undisbursed Bond
proceeds must remain in each cost category, in the Escrow Trustee's discretion, to
complete construction of the Project, provided that the Escrow Trustee shall at all times
have the right to allocate the Bond proceeds as requested per requisition. If at any time,
in the Escrow Trustee's discretion, undisbursed proceeds of the Bond are insufficient to
complete construction of the Project, the Company shall, within ten (10) days after
written notice from the Escrow Trustee, deposit with the Escrow Trustee the amount of
any such deficiencies.
Section 5. Prepayment of Note.
5.1. Optional Prepayments Without Premium. The Company shall have the
option to prepay the Note in whole at any time or in part on any Payment Date from any
source at the principal amount thereof, without premium, plus accrued interest to the
prepayment date, provided, however, that partial prepayments shall be in $5,000
increments.
5.2. Optional Call by the Institutional Lender. Unless the Institutional Lender
shall otherwise consent, the Company shall be obligated to prepay the Note in whole at
the option of the Institutional Lender at any time that the chief executive officer of the
Company is anyone other than Yenson E. Chin or one of the two sons of Yenson E. Chin
employed by the Company as of the date hereof. The Institutional Lender shall call for
prepayment under this subsection by giving notice of such call to the Company and the
Issuer, not less than 120 days nor more than 360 days before said date. Notice of any
such call for prepayment shall specify (a) the date of the prepayment, (b) the section of
this Agreement under which the call for prepayment is made, (c) the principal amount of
the Note to be prepaid on such date, and (d) the accrued interest applicable to the
- 15 -
•
prepayment. Notice of prepayment having been so given, the remaining principal amount
of the Note, together with the accrued interest thereon, shall become due and payable on
the prepayment date.
5.3. Mandatory Prepayment.
(a) The Company shall be obligated to prepay the Note as a
whole at any time at the principal amount thereof, without premium, plus
accrued interest to the date of prepayment in the event there occurs a
change in the Constitution of the State of Illinois or the Constitution of
the United States of America or any legislative or administrative action
(whether state, local or federal) or a final decree, judgment or order of
any court or administrative body (whether state, local or federal), with
the result that the Note, the Bond, the Mortgage, the Collateral
Assignment, the Assignment, the Contingent Purchase Agreement, the
Tax and Arbitrage Compliance Agreement or this Agreement shall have
become void or impossible of performance in accordance with the intent
and purposes of the parties hereto as expressed herein. Said prepayment
shall be made as soon as practicable after the occurrence of the event
requiring such prepayment, but in any event within 120 days of such
occurrence.
(b) The Company shall be obligated to prepay the Note in part at
the principal amount of the portion of the Note prepaid, without premium,
plus accrued interest to the prepayment date, (i) if there remain any
insurance proceeds after rebuilding of the Project as provided by Section
8.8 hereof, or (ii) if there remains any portion of a condemnation award
after compliance with Section 8.9 hereof. The amount of said prepayment
shall be equal to the amount of money so remaining. Prepayment shall be
made within 120 days after the payment of all costs pursuant to Section
8.8 and Section 8.9.
5.4. Notice of Prepayment. Except as to prepayments pursuant to Section 5.2.,
the Company will give notice of any prepayment of the Note and Bond to the Issuer and
the Institutional Lender, not less than 5 days nor more than 20 days before the date fixed
for prepayment, specifying (a) such date, (b) the section of this Agreement under which
the prepayment is to be made, (c) the principal amount of the Note or Bond to be prepaid
on such date, and (d) the accrued interest applicable to the prepayment. Such notice of
prepayment shall also certify all facts which are conditions precedent to any such
prepayment. Notice of prepayment having been so given, the aggregate principal amount
of the Note and Bond specified in such notice, together with the accrued interest
thereon, shall become due and payable on the prepayment date.
5.5. Partial Prepayment. Partial prepayments applicable to the Note pursuant
to Sections 5.1, 5.3(b) and 4(i) hereof shall be applied on the installments of principal
thereof in the inverse order of their maturities.
- 16 -
5.6. Payment. The Company will promptly and punctually pay all amounts
payable with respect to the Note, without any presentment of the Note and without any
notation of such payment being made thereon, directly to the Institutional Lender or its
assigns in immediately available funds before 2:00 P.M., Chicago, Illinois time, on the
payment date marked for attention as indicated or by charging the account of the
Company at the Institutional Lender, which is hereby authorized by the Company. All
payments made to the Institutional Lender or its assigns with respect to the Bond shall be
made by the Company on behalf of the Issuer and shall be deemed a credit against the
Company's obligation to pay the Note and the Issuer's obligation to pay the Bond to the
extent of such payment.
The Institutional Lender shall make a notation on the Bond and the Note on the
payment record thereon of each principal prepayment made pursuant to this Section 5.6
and the date to which interest has been paid. Such prepayment shall be valid upon
payment thereof to the Institutional Lender, and the Issuer and the Company shall be
fully released and discharged from all liability to the extent of such payment whether or
not such notation has been made by the Institutional Lender and irrespective of any error
or omission in such notation.
5.7. Surrender of Note on Prepayment. Subject to Section 5.6., upon any partial
prepayment of the Note, such Note may, at the option of the Institutional Lender, be
surrendered to the Company in exchange for a new note in a principal amount equal to
the principal amount remaining unpaid on the surrendered Note. In case the entire
principal amount of the Note is prepaid, such Note shall be surrendered to the Company
for cancellation and shall not be reissued.
Section 6. Prepayment and Redemption of Bond.
6.1. Prepayments and Redemption. In the event a principal payment of the
Note shall become due and payable pursuant to Section 5 of this Agreement, the same
principal amount of the Bond shall become due and payable on the due date for the
principal payment of the Note. All payments of principal shall be made together with
interest accrued thereon to the date of payment.
6.2. Partial Prepayment. Partial prepayment applicable to the Bond pursuant to
Sections 5.1, 5.3(b) and 4(i) hereof shall be applied on the installments of principal
thereof in the inverse order of their maturities.
6.3. Surrender of Bond on Prepayment. The Bond shall be paid as provided in
Section 5.6. Subject to Section 5.6, upon any partial prepayment of the Bond, such Bond
may, at the option of the owner thereof, be surrendered to the Issuer in exchange for a
new Bond in a principal amount equal to the principal amount remaining unpaid on the
surrendered Bond. In case the entire principal amount of the Bond is prepaid, such Bond
shall be surrendered to the Company for cancellation and shall not be reissued. In the
event of an exchange for a new Bond pursuant to this paragraph, the owner of the Bond
shall reimburse the Issuer for any direct or indirect expense incurred and shall pay to the
Issuer a reasonable reissuance fee, if the Issuer so requires.
- 17 -
Section 7. Bond Proceeds and Investments.
7.1. Bond Proceeds. The Issuer hereby authorizes and directs the Escrow
Trustee, on behalf of the Issuer, to disburse the proceeds of the Bond to or on behalf of
the Company, to be used to pay the Costs of the Project.
7.2. Investments. The Bond proceeds and any moneys held as part of a fund
established pursuant to Section 8.8 or 8.9 hereof shall at the written request of the
Company be invested or reinvested by the Escrow Trustee, solely in obligations the
interest on which is excludable from the gross income of the owner thereof for Federal
income tax purposes under Section 103(a)(1) of the Code. The Escrow Trustee may make
any and all such investments through its own bond department.
The investments so purchased shall be held by the Escrow Trustee and shall be
deemed at all times a part of the fund for which they were purchased, and the interest
accruing thereon and any profit realized therefrom shall be credited to such fund and any
losses resulting from such investment shall be charged to such fund, and the Company
shall forthwith pay the amount of such losses to the Escrow Trustee for deposit into such
fund. The Issuer shall not bear the risk of any loss that may occur as a result of such
investment of funds.
Section 8. Company Covenants.
8.1. Agreement to Construct and Equip the Project. The Company agrees that
it will complete the construction and equipping of the Project, and construct, acquire and
install other facilities and real and personal property deemed necessary for the operation
of the Project.
The Completion Date of the construction portion of the Project shall be evidenced
to the Institutional Lender by a certificate signed by the Company stating that (i)
construction of the Project has been completed substantially in accordance with the
description in Schedule I hereto and all labor, services, materials and supplies used in the
construction have been paid for (other than costs and expenses for which payment has
been withheld), (ii) all facilities necessary in connection with the Project have been
constructed, acquired and installed and all costs and expenses incurred in connection
therewith (other than costs and expenses for which the payment has been withheld
pursuant to bona fide dispute or standard retainage) have been paid and (iii) substantially
all (at least 90%) of the moneys previously disbursed and to be disbursed from the Bond
Proceeds defrayed or are to defray Qualified Costs of the Project. It shall be the duty of
the Company to complete or cause the completion of the construction portion of the
Project on or before December 1, 1988 and to cause the certificate of completion and "as
built" drawings of the Project as completed to be furnished to the Escrow Trustee within
a reasonable period after the Project shall have been completed.
In the event the moneys available pursuant to this Agreement for payment of the
Costs of the Project should not be sufficient to pay the costs thereof in full, the
Company agrees to pay the Costs of the Project as may be in excess of the moneys
available therefor pursuant to this Agreement. The Issuer does not make any warranty,
either express or implied, that the proceeds of the Bond which, under the provisions of
this Agreement, will be available for payment of the Costs of the Project, will be
sufficient to pay all the costs which will be incurred in that connection. The Company
- 18 -
agrees that if after exhaustion of such moneys the Company should pay any portion of
the said Costs of the Project pursuant to the provisions of this Section, it shall not be
entitled to any reimbursement therefor from the Issuer, the Escrow Trustee or the
Institutional Lender, nor shall it be entitled to any diminution of the amounts payable
under the Note.
In the event that Schedule I hereto is to be amended or supplemented in accordance
with the provisions of Section 13.5 hereof, the Issuer, the Company and the Institutional
Lender will enter into an amendment of or supplement to Schedule I hereto upon receipt
of:
(1) a certificate of the Company describing
in detail the proposed changes and stating that they
will not have the effect of disqualifying the Project
as facilities that are financeable under the meaning
of the Act;
(ii) an opinion of nationally recognized
municipal bond counsel to the effect that the
proposed changes will not have the effect of
disqualifying the Project as facilities that are
financeable under the Issuer's home rule powers and
•
will not result in the interest on the Bond becoming
includable in the gross income of the owner of the
Bond for federal income tax purposes; and
(iii) a copy of the proposed form of
amendment or supplement to Schedule I hereto.
8.2. Additional Payments. The Company agrees to pay upon written request the
reasonable expenses of the Issuer related to the Project which are not otherwise required
to be paid by the Company under the terms of this Agreement.
8.3. No Defense or Set-Off - Unconditional Obligation. The obligations of the
Company to make the payments on the Note and to perform and observe the other
agreements on its part contained herein shall be absolute and unconditional, irrespective
of any defense or any rights of set-off, recoupment or counterclaim it might otherwise
have against the Issuer or the Institutional Lender, and the Company shall pay absolutely
net during the term of this Agreement the payments on the Note and all other payments
required hereunder free of any deductions and without abatement, diminution or set-off;
and until such time as the principal of, premium, if any, and interest on the Note shall
have been fully paid, the Company: (i) will not suspend or discontinue any payments
provided for on the Note; (ii) will perform and observe all of its other agreements
contained in this Agreement; and (iii) will not terminate this Agreement for any cause,
including without limiting the generality of the foregoing, failure to acquire and
complete the Project, the occurrence of any act or circumstances that may constitute
failure of consideration, destruction of or damage to the Project, commerical frustration
of purpose, any change in the tax laws of the United States of America or of the State of
Illinois or any political subdivision of either of these, or any failure of the Issuer or
Institutional Lender to perform and observe any agreement, whether express or implied,
or any duty, liability or obligation arising out of or connected with this Agreement or the
Assignment, except to the extent permitted by this Agreement.
- 19 -
8.4. Assignment of Issuer's Rights. As security for the payment of the Bond,
the Issuer has, pursuant to the Assignment, assigned and pledged the Note, the proposed
Mortgage and the Collateral Assignment to the Institutional Lender. The Company
hereby assents to such assignment and will make payments directly to the Institutional
Lender as herein provided without defense or set-off by reason of any dispute between
the Company and the Issuer or the Institutional Lender.
8.5. Right of Access to the Project and Books. The Company agrees that the
Issuer and the Institutional Lender shall have the right at all reasonable times during
normal business hours to enter upon the site of the Project to examine and inspect the
Project and shall be permitted to examine the books and records of the Company as they
pertain to the Project. The rights of access hereby reserved to the Issuer and the
Institutional Lender may be exercised only after the Issuer or Institutional Lender, as the
case may be, shall have executed secrecy agreements in the form reasonably required by
the Company, provided that the Issuer may inspect the site of the Project pursuant to its
police power without executing such secrecy agreements.
8.6. The Company to Maintain its Corporate Existence; Conditions Under Which
Exceptions Permitted. The Company agrees that during the term of this Agreement it
will maintain its corporate existence, will continue to be a corporation either organized
under the laws of or duly qualified to do business as a foreign corporation in the State of
Illinois, will not dissolve or otherwise dispose of all or substantially all of its assets and
will not consolidate with or merge into another corporation; or permit one or more
corporations to consolidate with or merge into it; provided that the Company may,
without violating the agreement contained in this Section, consolidate with or merge into
another domestic corporation (i.e., a corporation incorporated and existing under the
laws of one of the states of the United States or the District of Columbia), or permit one
or more corporations to consolidate with or merge into it, or sell or otherwise transfer to
another domestic corporation all or substantially all of its assets as an entirety and
thereafter dissolve, provided, (a) the Institutional Lender shall consent to such
consolidation, merger, sale or transfer, and (b) the surviving, resulting or transferee
corporation, as the case may be, if other than the Company (i) is a domestic corporation
as aforesaid and (ii) assumes in writing all of the obligations of the Company under this
Agreement, the Note, the Mortgage, Collateral Assignment and the Contingent Purchase
Agreement and the Tax and Arbitrage Compliance Agreement and provided that the
surviving, resulting or transferee corporation, as the case may be, has a consolidated net
worth (after giving effect to such consolidation, merger or transfer) at least equal to
that of the Company immediately prior to such consolidation, merger or transfer. The
term "net worth", as used in this Section shall mean the difference obtained by
subtracting total liabilities (not including as a liability any capital or surplus item) from
total assets (exclusive of good will, patents and other intangibles) of the Company and
any Subsidiary.
8.7. Release and Indemnification Covenants. The Company releases the Issuer
from and covenants and agrees that the Issuer shall not be liable for, and agrees to
indemnify, defend and hold the Issuer, its officers, employees and independent
contractors harmless against, any claims or judgments in connection with the
transactions contemplated by this Agreement, and against any loss or damage to property
or any injury or death of any person occurring on or about or resulting from any defect in
the Project, and, from any other expenses incurred by the Issuer in connection with the
transactions contemplated by this Agreement or resulting from any defect in the Project,
provided that the indemnity provided in this sentence shall be effective only to the
- 20 -
•
extent of any loss that may be sustained by the Issuer in excess of the net proceeds
received from any insurance carrier with respect to the loss sustained, and provided
further, that the indemnity shall not be effective for damages that result from gross
negligence or intentional acts on the part of the Issuer, its officers, employees, or
independent contractors. The covenants of the Company in this Section 8.7 shall survive
the term of the Bond.-
8.8. Damage and Destruction. Unless the Company shall have exercised its
option to prepay the Note in full pursuant to the provisions of Section 5.1 hereof, if, prior
to full payment of the Bond, the Project is destroyed (in whole or in part) or is damaged
by fire or other casualty, the Company shall be obligated to continue to make the
payments specified in the Note and shall promptly give written notice thereof to the
Escrow Trustee. All net proceeds of insurance resulting from such claims for losses shall
be paid to and held by the Escrow Trustee in a separate fund, whereupon the Company
shall have the option to:
(a) apply such proceeds to the prepayment of the Note in whole in accordance
with Section 5.1 hereof; or
(b) (i) proceed promptly to repair, rebuild or restore the property damaged
or destroyed to substantially the same condition as it existed prior to the event causing
such damage or destruction, with such changes, alterations and modifications (including
the substitution and addition of other property) as may be desired by the Company and as
will not impair operating unity or productive capacity or the character of the Project or
materially reduce its value, and (ii) cause the Escrow Trustee to apply so much as may be
necessary of the net proceeds of such insurance to payment of the costs of such
repairing, rebuilding or restoration as the work progresses.
In the event said net proceeds are not sufficient to pay in full the costs of such
repairing, rebuilding or restoration, the Company will nonetheless cause such repairing,
rebuilding or restoration to be completed and will pay that portion of the costs thereof in
excess of the amount of said net proceeds.
Any moneys held by the Escrow Trustee in the separate fund under the provisions of
the preceding paragraph shall, at the written consent of the Company, be invested or
reinvested by the Escrow Trustee in investments enumerated in Section 7.2. hereof. The
Company shall forthwith pay to the Escrow Trustee the amount of any losses on such
investments for deposit into such fund.
Each of the payments referred to in subparagraph (b) of this Section 8.8 shall be
made upon receipt by the Escrow Trustee of a written requisition signed by the
authorized Company representative certifying: (i) that none of the items for which the
payment is proposed to be made has formed the basis for any payment theretofore made
from the fund; and (ii) that each item for which the payment is proposed to be made is or
was necessary in connection with the repairing, rebuilding or restoration; and (iii) that all
of the costs to be paid or reimbursed pursuant to such requisition constitute amounts
which will be charged to the Project's capital account or which would be so chargeable
either with a proper election by the Company under the Code or but for a proper election
by the Company to deduct such amount.
Such requisition shall also with respect to each payment to be made:
- 21 -
(1) State the requisition number;
(2) State the name and address of the person, firm
or corporation to whom payment is due or has been made,
which may include the Company;
(3) State the amount to be or which has been paid;
(4) State that each obligation mentioned therein
has been properly incurred, is a proper cost of repairing,
rebuilding or restoring the Project and has not been the
basis of any previous requisition;
(5) State that except for the amount, if any, stated
pursuant to the foregoing clause (3) in such certificate to be
due for services or materials to the particular supplier,
there is no outstanding indebtedness to the particular
supplier known to the person signing such certificate, after
due inquiry, which is then due for labor, wages, materials,
supplies or services in connection with such construction
which, if unpaid, might become the basis of any lien upon
the Project;
(6) State that there has not been filed with respect
to the Project or any part thereof any vendor's, mechanic's,
laborer's, materialman's or other lien which has not been
discharged of record, except such as will be discharged by
payment of the amount then requested or are being
contested in accordance with the Mortgage;
(7) State that no event of default exists under this
Agreement, and that no notice has been given to the
Company of a default hereunder which has not been
corrected; and
(8) Be accompanied by such other showings
(including contractor's statements, affidavits, lien waivers,
title policy date-down endorsements and attorney's opinions)
as may be reasonably requested by the Escrow Trustee or
are customarily required by prudent lenders for
disbursements under commercial real estate and equipment
financing.
A copy of each such requisition shall be furnished to the Issuer. The Escrow
Trustee is hereby authorized and directed to make or cause each disbursement therefor
in accordance with the provisions of this Section. The Escrow Trustee shall keep and
maintain adequate records pertaining to the separate fund described in this Section 8.8
and all disbursements therefrom, and after the repairing, rebuilding and restoration of
the Project has been completed and a certificate of payment of all costs is or has been
filed as provided in the following paragraph, the Escrow Trustee shall file an accounting
thereof with the Issuer and the Company. The Issuer shall not be liable, under any
circumstances, for any payments made by the Escrow Trustee in error or in violation of
- 22 -
the provisions of this paragraph. The Company shall hold the Issuer harmless from any
claims, judgments or damages suffered by the Issuer by reason of any acts of the Escrow
Trustee under this paragraph.
Completion of the repairing, rebuilding or restoration of the Project shall be
evidenced to the Escrow Trustee by a certificate signed by the Company stating the cost
of such repairing, rebuilding .ind restoration and stating that (i) repairing, rebuilding and
restoration of the Project has been completed, and (ii) all other facilities necessary in
connection with the Project have been acquired, and all costs and expenses incurred in
connection therewith have been paid (except for moneys withheld pursuant to bona fide
disputes or standard retainage). Notwithstanding the foregoing, such certificate may
state that it is given without prejudice to any rights against third parties which exist at
the date of such certificate or which may subsequently come into being. It shall be the
duty of the Company to cause such certificate to be furnished to the Escrow Trustee
within a reasonable time after the repairing, rebuilding and restoration of the Project
shall have been completed.
Any balance of such net proceeds remaining after payment of all the costs of such
repairing, rebuilding or restoration shall be used to prepay the Note and the Bond, in
whole or in part, without premium in accordance with Section 5.3(b) hereof. If the Note
and the Bond have been fully paid, all net proceeds will be paid to the Company.
The Company shall not, by reason of the payment of such excess costs, be entitled
to any reimbursement from the Issuer, the Escrow Trustee or the Institutional Lender or
any abatement or diminution of the amounts payable on the Note.
8.9 Condemnation. Unless the Company shall have exercised its option to
prepay the Note in full pursuant to the provisions of Section 5.1 hereof, in the event that
title to, or the temporary use of, the Project or any part thereof shall be taken under the
exercise of the power of eminent domain by any governmental body or by any person,
firm or corporation acting under governmental authority, the Company shall be obligated
to continue to make the payments specified in the Note. The Company, the Escrow
Trustee and the Institutional Lender will cause the net proceeds received by them or any
of them from any award made in such eminent domain proceedings, to be paid to and held
by the Escrow Trustee in a separate fund, to be applied in one or more of the following
ways as shall be directed in writing by the Company:
(a) The restoration of the Project to substantially the same
condition as it existed prior to the exercise of the said power of eminent
domain.
(b) The acquisition, by construction or otherwise, of other
improvements suitable for the Company's operations within the boundaries
of the Issuer (which improvements shall be acquired subject to no liens or
encumbrances prior to the lien of the Mortgage, other than permitted
encumbrances as defined in the Mortgage).
(c) Prepayment in whole or in part of the Note and the Bond
together with accrued interest thereon to the date of prepayment;
provided, that no part of any such condemnation award may be applied for
such prepayment unless, in the event that the Note and the Bond are to be
partially prepaid, the Company shall furnish to the Escrow Trustee a
- 23 -
certificate of an independent engineer acceptable to the Escrow Trustee
stating (i) that the property forming a part of the Project that was taken
by such condemnation proceedings is not essential to the Company's use or
occupancy of the Project, or (ii) that the Project has been restored to a
condition substantially equivalent to its condition prior to the taking by
such condemnation proceedings or (iii) that improvements have been
acquired which are suitable for the Company's operations at the Project
as contemplated by the foregoing subsection (b) of this Section.
Within 90 days from the date of entry of a final order in any eminent domain
proceedings granting condemnation, the Company shall direct the Escrow Trustee in
writing as to which of the ways specified in this Section the Company elects to have the
condemnation award applied. If the Company shall direct the proceeds to be applied in
accordance with (a) or (b) above, the Escrow Trustee shall make disbursements from the
fund upon receipt of one or more requisitions complying with Section 8.8 hereof with
appropriate changes to reflect the fact that there has been a condemnation of all or a
portion of the Project. If the Company fails to so direct the Escrow Trustee within the
stated time, or in the event any balance of the net proceeds of the award in such eminent
domain proceedings shall remain after completion and payment of the costs of the
restoration or replacement of the Project pursuant to (a) or (b) above, the net proceeds,
or balance thereof, of the award in such eminent domain proceedings shall be applied to
the prepayment of the Note and the Bond, in whole or in part, without premium, If the
Note and the Bond have been fully paid, all net proceeds will be paid to the Company.
Any moneys held by the Escrow Trustee in the separate fund under the provisions of
the preceding paragraph shall, at the written request of the Company, be invested or
reinvested by the Escrow Trustee as provided in Section 7.2 hereof. The Company shall
forthwith pay to the Escrow Trustee for deposit into such fund the amount of any losses
on such investments.
8.10. Tax Exempt Status of Interest on the Bond. The Company covenants that it
shall furnish to the Issuer whatever information is necessary for the Issuer to make the
election required to be made by it in Section 9.5 hereof and to comply with the provisions
of Section 103(1) of the Code, and shall file such supplemental statements and other
information as are required by the applicable regulations or procedures of the Internal
Revenue Service.
The Company represents that (i) the proceeds of the Bond are to be used for the
payment of the costs of construction and equipping of facilities located wholly within the
corporate limits of the City of Elgin, Illinois; (ii) that the Company will be the only
principal user of the facilities to be acquired with the proceeds of the Bond within the
meaning of Section 103(b)(6) of the Code; and (iii) that, except for the $4,000,000
principal amount Industrial Development Revenue Bond (Universal Chemical and
Coatings, Inc. Project) of the Issuer dated September 12, 1984 as of December 2, 1985
outstanding in the principal amount of $3,890,000, there are no outstanding obligations of
any state, territory or possession of the United States, or any political subdivision of the
foregoing or of the District of Columbia constituting "exempt small issues" within the
meaning of Section 1.103-10 of the Internal Revenue Service Rules and Regulations, (the
"Regulations"), the proceeds of which have been or are to be used primarily with respect
to facilities located within the corporate limits of the City of Elgin, Illinois (or with
respect to any contiguous or integrated facilities within the meaning of the Code), and
which are to be used primarily by the Company (including any person related to the
Company within the meaning of Section 103(b)(6)(C) of the Code) other than the Bond.
- 24 -
The Company further covenants and represents that it does not presently intend to
make any capital expenditures which will cause the interest on the Bond to become
subject to federal income taxes pursuant to the provisions of Section 103(b) of the Code
so long as any portion of the Bond is unpaid. The Company further covenants that it has
not taken any action or permitted any action to be taken, and that it will not take any
action or permit any-action to be taken, which would cause the interest on the Bond to
become subject to federal income taxes, provided that the Company shall not have
violated this covenant if the interest on the Bond becomes taxable to a person who is a
substantial user of the Project or a related person within the meaning of such terms
under Section 103(b)(6)(C) of the Code.
The Company further covenants and represents that there are no other obligations
heretofore issued or to be issued by or on behalf of any state, territory, or possession of
the United States, or political subdivision of any of the foregoing, or of the District of
Columbia which constitute "industrial development bonds" within the meaning of Section
103 of the Code and which were or are to be sold (1) at substantially the same time as
the Bond, (2) at substantially the same interest rate as the Bond, (3) pursuant to a
common plan of marketing as the marketing plan for the Bond, and (4) are payable
directly or indirectly by the Company or from the source from which the Bond is payable.
The Company acknowledges that the capital expenditures referred to in the
preceding and succeeding paragraphs include all capital expenditures with respect to
property used by the Company (or any related person) which may, under any rule or
election under the Code, be treated as a capital expenditure (whether or not such
expenditure is so treated), including certain research and development costs relating to
the Project that may have been paid or incurred at any location other than in the
corporate limits of the City of Elgin, Illinois.
The Company further covenants that it shall furnish to the Institutional Lender (i)
at the time of the issuance of the Bond, a statement of the aggregate amount of capital
expenditures made or incurred in the corporate limits of the City of Elgin, Illinois (or
with respect to any contiguous or integrated facilities within the meaning of the Code)
("included capital expenditures") during the period beginning three years before the date
of such issue and (ii) within 30 days after it has made or incurred the maximum amount
of capital expenditures permitted under Section 103(b)(6)(D) of the Code, a statement to
that effect. Upon the written request of the Institutional Lender, the Company shall also
furnish to such Institutional Lender (a) within 90 days following the close of each fiscal
year of the Company occurring within two years after the issuance of the Bond, a
statement of the aggregate amount of included capital expenditures made or incurred
during the period beginning with the date of the last statement filed with the
Institutional Lender and ending on the last day of the preceding fiscal year and (b) within
90 days following the third anniversary date of the issuance of the Bond, a statement of
the aggregate amount of included capital expenditures made or incurred during the
period beginning with the date of the last statement filed with the Institutional Lender
and ending on the last day of the preceding fiscal year and (b) within 90 days following
the third anniversary date of the issuance of the Bond, a statement of the aggregate
amount of included capital expenditures made or incurred during the period beginning
with the date of the last statement filed with the Institutional Lender and ending on such
anniversary date. Such supplemental statements shall also be filed with the district
- 25 -
director or director of the regional service center with whom the Company's income tax
return is required to be filed on the due date prescribed for filing such return (without
regard to any extensions of time). Each such statement shall set forth (a) a description
of those capital expenditures which are capital expenditures under Section 103(b)(6)(D)(ii)
of the Code and shall take into account facilities referred to in Section 103(b)(6)(E) of
the Code in computing such capital expenditures, and (b) a description and the reason for
the exclusion of any capital expenditures which the Company has not taken into account
under Section 103(b)(6)(F) of the Code. This covenant shall survive the termination of
this Agreement.
No action taken by the Company hereunder shall so modify, or result in sue-
modification of, the Project so as to cause the Project to cease being facilities that may
be financed under the Issuer's home rule powers or to impair the excludability of interest
on the Bond from the gross income of the owner of the Bond for purposes of federal
income taxation.
8.11. Arbitrage. The Company will not take any action or fail to take any action
with respect to the investment of the proceeds of the Bond or the Note or with respect
to the payments derived from the Bond or the Note which may result in constituting the
Bond an "arbitrage bond" within the meaning of such term under Section 103(c) of the
Code and the regulations promulgated thereunder.
8.12. Licenses and Permits. The Company will preserve and keep in force and
effect, and cause any Subsidiaries to preserve and keep in force and effect, all licenses
and permits necessary to the proper conduct of its and their respective businesses.
8.13. Burdensome Contracts with Affiliates. The Company will not, nor will it
permit any Subsidiary to, enter into any contract, agreement or business arrangement
with an affiliate on terms and conditions which are less favorable to the company or such
Subsidiary than would be usual and customary in similar contracts, agreements or
business arrangements between persons not affiliated with each other.
8.14. Maintenance and Repair. The Company will maintain the Facilities in
accordance with the requirements of the Mortgage. The Company will maintain,
preserve and keep its properties and equipment in good repair, working order and
condition and will from time to time make all needful and proper repairs, renewals,
replacements, additions and betterments thereto so that at all times the efficiency
thereof shall be fully preserved and maintained, and will cause any Subsidiary so to do in
respect of property owned or used by it.
8.15. Taxes. The Company will duly pay and discharge and will cause any
Subsidiary to duly pay and discharge, all taxes, rates, assessments, fees and governmental
charges upon or against the Company, or such Subsidiary or against their respective
properties, in each case before the same become delinquent and before penalties accrue
thereon, unless and to the extent that the same are being contested in good faith and by
appropriate proceedings.
8.16. Finance Charge. Upon delivery of the Bond, the Company shall pay
directly to Institutional Lender the Institutional Lender's commitment fee of $15,000.00.
8.17. Fees of Institutional Lender. The Company agrees to pay all reasonable
attorneys fees incurred by the Institutional Lender in connection with the Project.
- 26 -
8.18. Insurance. The Company will maintain, or cause to be maintained, all
necessary insurance with respect to the Facilities in accordance with the Mortgage.
8.19. Limitation on Liens. The Company will not, without the prior written
consent of the Institutional Lender, grant any security interest or mortgage covering any
of its real or personal property; provided, however, this provision shall not restrict any
purchase of property by the Company in which the seller retains a vendor's lien which is
released upon payment in the ordinary course of business or installment purchases of
equipment.
Section 9. Issuer Covenants.
The Issuer covenants that on and after the date of initial issue of the bond and so
long as the bond is outstanding:
9.1. Payment of Bond. Subject to the limited source of payment hereinafter
referred to, the Issuer will cause the principal, premium, if any, and interest due in
respect of the Bond to be paid according to the terms thereof. The principal, premium,
if any, and interest on the Bond are payable solely from payments or prepayments by the
Company upon the Note and other amounts payable under this Agreement and the
Mortgage.
9.2. Warranty of Title. The Issuer has full right, power and authority to pledge
and assign its interest herein (except its right to payments under Sections 1.6, 8.2, 8.7,
9.3 and 11.2(b) hereof), and under the Note, the Collateral Assignment and the Mortgage
to the Institutional Lender for the uses and purposes set forth in the Assignment. The
Issuer hereby authorizes the Company and the Institutional Lender, at no cost to the
Issuer, to defend, on behalf of the Issuer, against all claims and demands of all persons
whomsoever relating to the Issuer's interest in this Agreement, the Note, the Collateral
Assignment and the Mortgage and the right, power and authority of the Issuer to assign
this Agreement, the Note, the Collateral Assignment and the Mortgage.
9.3. Further Assurances. The Issuer, upon the posting with it of funds sufficient
to cover all expenses and costs therein involved, will execute, acknowledge and deliver
all and every further act, deed, conveyance, transfer and assurance necessary or proper
for the better assuring of the pledge and assignment to the Institutional Lender of the
Issuer's rights hereunder (except its right to payment under Sections 1.6, 8.2, 8.7, 9.3 and
11.2(b) hereof), and under the Note, the Collateral Assignment and the Mortgage.
9.4. Arbitrage. The Issuer will not take any action with respect to the
investment of the proceeds of the Bond or with respect to the payments derived from the
Note which may result in constituting the Bond an "arbitrage bond" within the meaning of
such term as used in Section 103(c) of the Code and regulations promulgated thereunder.
9.5. Election of Issuer. The Issuer covenants that it shall, prior to the issuance
of the Bond, duly elect to have the provisions of Section 103(b)(6)(D) of the Code apply to
such issue, and such election shall be made in accordance with the applicable regulations
or procedures of the Internal Revenue Service, such statement to be based on
documentation provided by the Company.
- 27 -
9.6. Information Reporting Requirements. The Issuer covenants that it shall
comply with any and all information reporting requirements including but not limited to
those required in Section 103(1) of the Code. The Company shall, at the request of the
Issuer, reimburse the Issuer for all expenses and costs incurred by the Issuer resulting
from compliance with this Section 9.6.
Section 10. Financial and Business Information as to Company. The Company will, and
will cause any Subsidiary to, maintain a standard and modern system of accounting in
accordance with sound accounting practice and will furnish to the Institutional Lender
and its duly authorized representatives such information respecting the business and
financial condition of the Company and any Subsidiaries as the Institutional Lender may
reasonably request, and without any request, will furnish to the Institutional Lender:
(a) as soon as available, and in any event within 45 days after the
close of each quarterly fiscal period of the Company (except the fourth
quarter) a copy of the balance sheet and statements of income and surplus
of the Company and its consolidated Subsidiaries, if any, for such period,
prepared on a consolidated basis all in reasonable detail and certified to
by the Chief Financial Officer thereof;
(b) As soon as available, and in any event within 90 days after
the close of each fiscal year of the Company, a copy of:
(1) a consolidated balance sheet of the
Company and its consolidated Subsidiarie•. if any, at
the end of such year, and
(2) consolidated statements of income and
surplus of the Company and its consolidated
Subsidiaries, if any, for such year,
setting forth in each case in comparative form the figures for the
previous fiscal year, all in reasonable detail and in accordance with
generally accepted accounting principles, along with an audit opinion by
independent certified public accountants selected by the Company and
acceptable to the Institutional Lender;
(c) promptly upon receipt thereof, one copy of each other report
submitted to the Company or any Subsidiary by independent accountants
in connection with any annual, interim or special review made by them of
the books of the Company or any Subsidiary;
(d) promptly after the sending or filing thereof, copies of all
proxy statements, financial statements, and reports, if any, which the
Company sends to its shareholders, and copies of all regular, periodic and
special reports and all registration statements, if any, which the Company
files with the Securities and Exchange Commission or any governmental
authority which may be substituted therefor, or with any national
securities exchange;
- 28 -
(e) within the periods provided in subsections (a) and (b) above,
the written statement of the Company to the effect that the Company
has re-examined the provisions of this Agreement, and at the date of said
statement is not aware of any default or event of default, or, if the
Company is aware of any such default or event of default, it shall disclose
in such statement the nature thereof; and
(f) promptly after knowledge thereof shall have come to the
attention of any responsible officer of the Company, written notice of any
threatened or pending litigation or governmental proceeding against the
Company or any Subsidiary which would materially adversely affect the
business and properties of the Company and any Subsidiaries on a
consolidated basis and of the occurrence of any default or event of
default hereunder.
Section 11. Events of Default.
11.1. Nature of Events. An "event of default" shall exist if any of the following
occurs and is continuing:
(a) Principal Payments on Note - The Company fails to make any
payment of principal on the Note on or before the date such payment is
due; or
(b) Interest Payments on Note - The Company fails to make any
payment of interest on the Note on or before the date such payment is
due; or
(c) Other Company Defaults - The Company fails to comply with
any covenant, warranty or provision of this Agreement, the Mortgage, the
Collateral Assignment or the Contingent Purchase Agreement (other than
an event of default which is specifically provided elsewhere in this
Section 11.1), and such failure continues for a period of thirty days after
there has been given, by registered or certified mail, to the Company by
the Institutional Lender, a written notice specifying such failure and
requiring it to be remedied and stating that such notice is "notice of
default" hereunder, unless the default is such that it cannot be remedied
within the 30 day period and the Company institutes corrective action
within such 30 day period and diligently pursues such action and the
default is remedied within 60 days of the notice of default; or
(d) Tax and Arbitrage Compliance Agreement - The Company
fails to comply with the provisions of the Tax and Arbitrage Compliance
Agreement; or
(e) Warranties or Representations of Company - Any warranty,
representation or other statement by or on behalf of the Company
contained in this Agreement or in any instrument furnished in compliance
with or in reference to this Agreement is false or misleading in any
material respect; or
- 29 -
(f) Defaults on Existing Indebtedness - There is (a) a default
under any of the following existing indebtedness: (i) $750,000 revolving
line of credit made by the Institutional Lender to the Company and Chem-
Metals, Inc., maturing September 30, 1986, secured by a pledge of
accounts receivables and inventory and any renewals or extensions thereof
or (ii) $244,000 term loan made by the Institutional Lender to the
Company, maturing September 30, 1986, secured by an Assignment of
Beneficial Interest in LaSalle National Bank Trust No. 52187 and any
extensions and renewals thereof; or (iii) $3,980,000 outstanding principal
amount as of December 2, 1985 of the $4,000,000 City of Elgin Industrial
Revenue Bond issued on September 1, 1984 maturing March 31, 1999,
secured by a first mortgage and security agreement dated as of
September 2, 1984 from the Company or (iv) $301,600 guarantee on the
revenue bond issue of the City of Valparaiso, Indiana for the benefit of
Chem-Metals, Inc., maturing February 1, 1992, secured by a Second
Assignment of Beneficial Interest in LaSalle National Bank Trust No.
52187.
(g) Involuntary Bankruptcy Proceedings Against Company or Any
Subsidiary - A custodian, receiver, trustee, conservator, or liquidating
agent or committee of the Company or any Subsidiary or of any material
part of the property of the Company or any Subsidiary is appointed by
order or decree of a court or agency or supervisory authority having
jurisdiction in the premises and such order or decree remains in effect for
more than 30 days; or an order for relief under Title 11 of the United
States Code, as amended, is entered against the Company or any
Subsidiary; or any material part of the property of the Company or any
Subsidiary is sequestered by court order and such order remains in effect
for more than 30 days; or a petition is filed against the Company or any
Subsidiary under any bankruptcy, reorganization, arrangement, insolvency,
readjustment of debt, dissolution or liquidation law of any jurisdiction,
whether now or hereafter in effect, or a petition is filed proposing the
entry of an order for relief under Title 11 of the Untied States Code, as
amended, against the Company or any Subsidiary and any such petition is
not dismissed (or stayed in cases ancillary to foreign proceedings or in
state proceedings) within 30 days after such filing; or
(h) Voluntary Petition by Company or Any Subsidiary. The
Company shall institute bankruptcy, reorganization, arrangement,
insolvency or liquidation proceedings or other proceedings for relief under
any bankruptcy or insolvency law or laws for the relief of debtors or
proceedings seeking the entry of an order for relief under Title 11 of the
United States Code, as amended, with respect to the Company or any
Subsidiary or the Company or any Subsidiary shall consent to the
institution of such proceedings against the Company or any Subsidiary by
others or approving as filed any petition seeking reorganization under any
bankruptcy or similar law or shall apply for or shall consent to the
appointment of a custodian, receiver, trustee, conservator or liquidating
agent or committee for the Company or for any material part of the
property of the Company or any Subsidiary; or
- 30 -
(1) Assignments by Company or Any Subsidiary for Benefit of
Creditors, Etc. The Company or any Subsidiary makes an assignment for
the benefit of its creditors or admits in writing its inability to pay its
debts generally as they become due, or consents to the appointment of a
custodian, receiver, trustee or liquidator of the Company or any
Subsidiary, or of all or any part of the property of the Company or any
Subsidiary; or
(j) Undischarged Final Judgments Against Company or any
Subsidiary. Final judgment or judgments for the payment of money
aggregating in excess of $50,000 is or are outstanding against the
Company or any Subsidiary and any one of such final judgments has been
outstanding for more than 30 days from the date of its entry and has not
been discharged in full or stayed; or
(k) Other Debt. Any material indebtedness, guarantee or
financial obligation of the Company becomes or is declared due prior to
its expressed maturity by reason of any default by the Company in the
observance of any obligation or condition; or
(1) Principal Payments on Bond. The Issuer fails to make the
payment of principal on the Bond when due; or
(m) Interest Payments on Bond. The Issuer fails to make any
payment of interest on the Bond when due; or
(n) Other Issuer Defaults. The Issuer fails to comply with any
provisions of this Agreement or the Assignment, and such failure
continues for more than 30 days; or
(o) Warranties or Representations of Issuer. Any warranty,
representation or other statement by or on behalf of the Issuer contained
in this Agreement or the Assignment or in any instrument furnished in
compliance with or in reference to this Agreement or the Assignment is
false or misleading, when made in any material respect.
11.2. Default Remedies.
(a) Acceleration of Note and Bond. When any event of default
described in Section 11.1 has occurred and is continuing, the Institutional
Lender may, by notice in writing sent by registered mail to the Issuer and
the Company, declare the principal of and any accrued interest on the
Note and the Bond to be immediately due and payable without further
demand, presentment, protest or notice of any kind; and thereupon the
Note and the Bond, including both principal and interest, shall become
immediately due and payable, and the Company agrees to pay to the
Institutional Lender the entire principal of and interest accrued on the
Note and (on behalf of the Issuer) the Bond.
(b) Attorneys' Fees. The Company agrees to pay to the Issuer
and the Institutional Lender all costs and expenses reasonably incurred by
them in the collection of the Note and the Bond, including but not limited
- 31 -
to reasonable attorneys' fees incurred by the Issuer or the Institutional
Lender for all services rendered in connection therewith.
(c) Other Actions. The Institutional Lender may take whatever
action at law or in equity may appear necessary or desirable to collect the
payments and other amounts then due and thereafter to become due or to
enforce performance and observance of any obligation, agreement or
covenant of the Company under this Agreement.
In case the Company shall fail forthwith to pay such amounts upon
such demand, the Issuer or the Institutional Lender shall be entitled and
empowered to institute any action or proceeding at law or in equity for
the collection of the sums so due and unpaid, and may prosecute any such
action or judgment or final decree against the Company and collect, in
the manner provided by law out of the property of the Company, the
moneys adjudged or decreed to be payable.
In case there shall be pending proceedings for the bankruptcy or for
the reorganization of the Company under the federal bankruptcy laws or
any other applicable law, or in case a custodian, receiver or trustee shall
have been appointed for the property of the Company, or in the case of
any other similar judicial proceedings relative to the Company, or to the
creditors or property of the Company, the Institutional Lender shall be
entitled and empowered, by intervention in such proceedings or otherwise,
to file and prove a claim or claims for the whole amount owing and unpaid
pursuant to this Agreement and, in case of any judicial proceedings, will
file such proofs of claim and other papers or documents as may be
necessary or advisable in order to have the claims of the Institutional
Lender allowed in such judicial proceedings relative to the company, its
creditors, or its property, and to collect and receive any moneys or other
property payable or deliverable on any such claims, and to distribute the
same after the deduction of its charges and expenses; and any custodian,
receiver, assignee or trustee is hereby authorized to make such payments
to the Institutional Lender, and to pay the Institutional Lender any
amount due it for compensation and expenses, including reasonable
counsel fees incurred by it up to the date of such distribution.
11.3. Notice of Default. When any event of default described in Section 11.1(c)
through 11.1(i) has occurred, the Company agrees to give notice within five days after
the occurrence of such event of default to the Issuer and to the Institutional Lender, such
notice to be in writing and sent by registered or certified mail or by telegram.
11.4. Nonwaiver. No course of dealing on the part of the Issuer or the
Institutional Lender, nor any delay or failure on the part of the Issuer or the Institutional
Lender to exercise any right shall operate as a waiver of such right or otherwise
prejudice the Issuer's or the Institutional Lender's rights, powers and remedies.
Section 12. Interpretation of This Agreement.
12.1. Terms Defined. As used in this Agreement, the following terms shall have
the following respective meanings:
- 32 -
Affiliate. The term "affiliate" shall mean any person which directly or indirectly
through one or more intermediaries controls, or is controlled by, or is under common
control with the Company. The term "control" means the possession, directly or
indirectly, of the power to direct or cause the direction of the management and policies
of a person, whether by contract or otherwise.
Authorized Company Representative. The term "Authorized Company
Representative" means the President of the Company and any other person at the time,
and from time to time, designated to act on behalf of the Company by written
certificate furnished to the Institutional Lender containing the specimen signature of
such person and signed on behalf of the Company by the President. Such certificate may
designate an alternate or alternates.
Bond Counsel. The term "Bond Counsel" means the counsel who rendered the
opinion as to the tax-exempt status of interest on the Bond or other nationally
recognized municipal bond counsel satisfactory to the Company, the Issuer and the
Institutional Lender.
Code. The term "Code" means the Internal Revenue Code of 1954, as amended.
Completion Date. The term "Completion Date" means the date of completion of
the Project as the date shall be certified as provided in Section 8.1 hereof.
Construction Period. The term "Construction Period" means the period between
the beginning of construction of the Project or the date on which the Bond is first
delivered to the Institutional Lender, whichever is earlier, and the Completion Date.
Costs of the Project. The term "Costs of the Project" shall mean the sum of the
items authorized to be paid from the proceeds of the Bond pursuant to Section 4.3.
Default. The term "default" shall mean an event or condition, the occurrence of
which would, with the lapse of time or the giving of notice, or both, become an event of
default.
Event of Default. The term is defined in Section 11.1.
Facilities. The term "Facilities" means the land, buildings and equipment subject
to the Mortgage.
Independent Engineer. The term "Independent Engineer" means an engineer or an
engineering firm qualified to practice and which practices the profession of engineering
under the laws of the State of Illinois and who or which is not a full-time employee,
officer or director of the Issuer, the Company or the Institutional Lender.
Inducement Resolution. The term "Inducement Resolution" means the resolution
passed and approved by the City Council of the Issuer on November 25, 1985 authorizing
the execution of the Memorandum of Agreement between the Issurer and the Company.
Person. The term "person" shall mean an individual, partnership, joint venture,
corporation, trust, unincorporated organization or foundation, or a government or agency
or political subdivision thereof.
- 33 -
Property. The term "property" shall mean any interest in any kind of property or
asset, whether real, personal or mixed, or tangible or intangible.
Qualified Costs of the Project. The term "Qualified Costs of the Project" shall
mean those Costs of the Project which are (i) incurred for property subject to the
allowance for depreciation provided by Section 167 of the Code; (ii) capitalized for
Federal income tax purposes; and (iii) consistent with the certifications and covenants
made in the Tax and Arbitrage Compliance Agreement dated as of December 1, 1985 by
and among the Issuer, the Company and the Escrow Trustee.
Subsidiary. The term "Subsidiary" shall mean a corporation of which the Company
owns, directly or indirectly, more than 50% of the voting stock.
12.2. Directly or Indirectly. Where any provision in this Agreement refers to
action to be taken by any person, or to action which any person is prohibited from taking,
such provision shall be applicable whether such action is taken directly or indirectly by
such person.
12.3. Governing Law. This Agreement and the Note and the Bond shall be
governed by and construed in accordance with Illinois law.
• Section 13. Miscellaneous.
13.1. Notices. (a) Except as may expressly be otherwise provided in this
Agreement, all communications under this Agreement or under the Note or the Bond
shall be in writing and shall be mailed by first class mail, postage prepaid, addressed as
follows:
If to the Company, at 1124 Elmhurst Road, Elk Grove Village, Illinois
60007 Attention: President;
If to Issuer, at 150 Dexter Court, Elgin, Illinois 60120
Attention: City Clerk;
If to the Institutional Lender, at 33 North LaSalle Street, Chicago, Illinois,
60690, Attention: Corporate Trust Department;
or at such other place at any such party may designate by notice duly given in
accordance with this Section.
(b) Any notice so addressed and mailed by registered or certified mail shall be
deemed to be given when so mailed.
13.2. Reproduction of Documents. This Agreement and all documents relating
hereto, including without limitation (a) consents, waivers and modifications which may
hereafter be executed, (b) documents received by the Issuer or the Institutional Lender at
the closing (except the Note and the Bond themselves) and (c) financial statements,
certificates and other information previously or hereafter furnished to the Issuer, may be
reproduced by any party hereto by any photographic, photostatic, microfilm, microcard,
miniature photographic or other similar process and any party hereto may destroy any
original document so reproduced. Each of the parties hereto agrees and stipulates that
any such reproduction shall be admissable in evidence as the original itself in any judicial
or administrative proceeding (whether or not the original is in existence and whether or
- 34 -
not such reproduction was made by any party hereto in the regular course of business)
and that any enlargement, facsimile or further reproduction of such reproduction shall
likewise be admissible in evidence.
13.3. Survival. All warranties, representations and covenants made by the
Company, the Issuer-or the Institutional Lender herein or in any certificate or other
instrument delivered by it or on its behalf under this Agreement shall survive the Bond
Closing and the issuance and delivery of the Note and the Bond.
13.4. Successors and Assigns. This Agreement shall inure to the benefit of and be
binding upon the successors and assigns of each of the parties. In the event that the
Company assigns its rights to the proceeds of the bond to persons other than those
entitled to receive payments pursuant to Section 4.2 of this Agreement, said assignee
shall agree to assume all of the obligations under this Agreement and the Company shall
not be released from its obligations thereunder.
13.5. Amendments. This Agreement may only be amended with the written
consent of all the parties hereto. The Mortgage or the Collateral Assignment may not be
amended without the prior written consent of the Institutional Lender.
13.6. Duplicate Originals. This Agreement may be executed in any number of
counterparts, each of which shall be an original, but all of which together shall constitute
one and the same instrument. All of the parties hereto may sign the same counterpart or
any one or more of the parties hereto may sign separate counterparts. Only the executed
counterpart delivered to and receipted for by the Institutional Lender shall constitute an
original for purposes of creating a security interest herein under the Illinois Uniform
Commercial Code.
13.7. Payments Due on Saturdays, Sundays and Holidays. In any case where the
date of maturity of interest on or principal of the Bond or Note or the date fixed for
prepayment of the Bond or Note shall be on a Saturday, Sunday or a legal holiday or a day
on which banking institutions are authorized by law or executive order to close in the
city where the principal office of the Institutional Lender is located, then payment of
interest or principal need not be made on such date but may be made on the next
succeeding business day not a Saturday, Sunday or a legal holiday or a day upon which
banking institutions are authorized by law or executive order to close, and the Bond and
Note shall continue to bear interest until said date.
13.8. Severability. If any provision of this Agreement shall be held or deemed to
be or shall, in fact, be illegal, inoperative or unenforceable, the same shall not affect any
other provision or provisions herein contained or render the same invalid, inoperative, or
unenforceable to any extent whatever.
- 35 -
IR
IN WITNESS WHEREOF, the Issuer, the Company and the Institutional Lender
have each caused this Agreement to be executed in their respective corporate names and
attested by their duly authorized officers, all as of the date first above written.
CITY OF ELGIN, ILLINOIS
[CORPORATE SEAL]
BY
ATTEST: Mayor
City Clerk
UNIVERSAL CHEMICALS AND
COATINGS, INC.
[CORPORATE SEAL]
By
ATTEST: President
Secretary
AMERICAN NATIONAL BANK AND
TRUST COMPANY OF CHICAGO
[CORPORATE SEAL]
By
ATTEST: Its Officer
Its Vice President
- 36 -
SCHEDULE I
Legal Description of the Real Estate
Description of the Project:
Completion of construction and equipping of buildings located on the above-
described real estate.
Estimated Costs of the Project:
Construction $
Equipment $
Total Costs of Project $
- 37 -
SECOND MORTGAGE AND SECURITY AGREEMENT
THIS MORTGAGE AND SECURITY AGREEMENT (the "Mortgage"), made as
of December 1, 1985 between Universal Chemicals and Coatings, Inc., a Delaware
corporation, with its principal office at 1124 Elmhurst Road, Elk Grove Village, Illinois,
60007 (the "Mortgagor"), and the City of Elgin, Illinois, a municipal corporation and a
home rule unit of government of the State of Illinois, having its principal office at 150
Dexter Court, Elgin, Illinois, 60120 (the "Mortgagee").
WITNESSETH:
THAT WHEREAS this Mortgage is made to secure the principal sum of ONE
MILLION FIVE HUNDRED THOUSAND DOLLARS ($1,500,000) which is the proceeds of
the Economic Development Revenue Bond (Universal Chemicals and Coatings, Inc.
Project) Series 1985 (the "Bond") of the Mortgagee and the Bond proceeds have been or
will be received by the Mortgagor from the Mortgagee pursuant to an Agreement dated
as of December 1, 1985, among American National Bank and Trust Company of Chicago,
as Bondholder (the "Institutional Lender"), American National Bank and Trust Company
of Chicago, as escrow trustee, the Mortgagor, and the Mortgagee (the "Agreement"), and
such Bond proceeds will be used by the Mortgagor in addition to the proceeds of the
$4,000,000 principal amount Industrial Development Revenue Bond (Universal Chemicals
and Coatings, Inc. Project) dated September 12, 1984 to complete the construction and
equipping of the Project as defined in the Agreement and the Agreement, together with
the loan repayment installments due thereunder, has been assigned by the Mortgagee to
the Institutional Lender under an Assignment and Security Agreement dated as of
December 1, 1985 (the "Assignment"); and
WHEREAS, in order to evidence the loan made to it under the Agreement
and this Mortgage, the Mortgagor has executed and delivered to the Mortgagee its Direct
Obligation Note dated December _, 1985 (the "Note") in the principal sum of
$1,500,000, the principal of which is payable in equal quarterly installments of Seventy-
Five Thousand Dollars ($75,000) on each September 1, December 1, March 1 and June 1
(the "Payment Dates") with the first installment due on March 1, 1986 and the final
installment due on December 1, 1990. Interest on the unpaid principal balance of the
Note from the date of its issuance is payable on each Payment Date at a varying rate per
annum which shall be seventy percent (70%) of the rate of interest publicly announced
from time to time by American National Bank and Trust Company of Chicago as its
prime rate (the "Prime Rate") with adjustments in such varying rate to be made on the
same date as any announced change in the Prime Rate, provided, however, that except
upon the occurrence of an event requiring purchase of the Bond pursuant to the
Contingent Purchase Agreement dated as of December 1, 1985 from the Company to the
Institutional Lender, the rate of interest borne by the Note shall never be less than six
percent (6%) per annum nor more than nine percent (9%) per annum, and provided further
that any changes in the Prime Rate occurring within 15 days before any Payment Date
resulting in an increase or decrease in the interest which would otherwise be payable
thereon on such Payment Date shall not, if an increase, be payable on such Payment
Date, but shall instead be payable by the Company on the next succeeding Payment Date
or shall, if a decrease, reduce the amount that the Company would otherwise have to pay
on such next succeeding Payment Date, and interest shall be calculated, for actual days
elapsed, on a 360 day year. In the event of a declaration of default by the Institutional
Lender, interest on overdue principal and, to the extent permitted by law, on overdue
.
.
interest shall be payable on demand at a rate equal to the rate otherwise applicable plus
three percent (3%) per annum until paid; and
WHEREAS, the Institutional Lender, as the purchaser of the Bond, is
unwilling to purchase the Bond of the Mortgagee unless, among other things, the
Mortgagor shall execute and deliver this instrument for the purpose of securing the Note;
NOW THEREFORE, the Mortgagor, to secure the payment of the principal
of and interest on the Note in accordance with the terms and provisions thereof, and the
payment of any other sums therein provided for, and the observance and performance of
the covenants and agreements contained herein or in the Agreement or in the Note or in
any other instrument or document securing the Note and all other indebtedness which
this Mortgage by its terms secures, and in consideration of the premises, of the purchase
and acceptance of the Note by the Mortgagee, and the sum of Ten Dollars in hand paid,
the receipt whereof is hereby acknowledged, does by these presents (and subject only to
those Permitted Encumbrances set forth in Schedule II hereto) mortgage, warrant and
assign unto Mortgagee, its successors and assigns and does hereby grant to Mortgagee, its
successors and assigns a security interest in all and singular the properties, rights,
interests and privileges described in Granting Clauses I through VII below, all of same
being collectively referred to herein as the "Premises", provided, however, that the
Premises shall not include (1) any current or future interest in corporate stock or (ii) any
interest in an evidence of indebtedness.
GRANTING CLAUSE I
That certain real estate laying wholly within the corporate limits of the City
of Elgin, Illinois, more particularly described in Schedule I attached hereto and made a
part hereof (the "Land").
GRANTING CLAUSE II
All buildings and improvements of every kind and description now existing or
hereafter erected or placed on the Land and all materials intended for construction,
reconstruction, alteration and repairs of such improvements now existing or hereafter
erected thereon, all of which materials shall be deemed to be included within the
Premises immediately upon the delivery thereof to said Land, and all fixtures, fitting,
radiators, awnings, shades, screens, all gas, coal, steam, electric, oil and other heating,
cooking, power and lighting apparatus and fixtures, all cooling and ventilating apparatus
and systems, all plumbing, incinerating, sprinkler equipment and fixtures, all elevators
and escalators and communication equipment; all other fixtures of every kind and nature
whatsoever now or hereafter acquired by Mortgagor and attached to said Land and the
buildings and Improvements now existing or hereafter located thereon; and all renewals
or replacements of any of the foregoing or articles in substitution therefor, whether or
not the same are or shall be attached to said buildings or improvements in any manner; it
being mutually agreed, intended and declared that all the property owned by said
Mortgagee and placed by it on the Land shall so far as permitted by law be deemed to
form a part and parcel of the Land and for the purpose of this Mortgage to be real estate
and covered by this Mortgage.
GRANTING CLAUSE III
-2-
.
All right, title and interest of Mortgagor now owned or hereafter acquired in
and to all and singular the estates, tenements, hereditaments, privileges, easements,
franchises and appurtenances belonging or in any wise appertaining to the Land and the
buildings and improvements now or hereafter located thereon and the reversions, rents,
issues, revenues and profits thereof, including all interest of Mortgagor in all rents,
issues and profits of the aforementioned property and all rents, issues, profits, revenues,
royalties, bonuses, rights and benefits due, payable or accruing (including all deposits of
money as advanced rent or for security) under any and all leases or subleases and
renewals thereof of said property (including during any period allowed by law for the
redemption of said property after any foreclosure or other sale) together with the right,
but not the obligation, to collect, receive and receipt for all such rents and apply them to
the indebtedness hereby secured and to demand, sue for and recover the same when due
or payable, provided that the assignments made hereby shall not impair or diminish the
obligations of Mortgagor under the provisions of such leases nor shall such obligations be
imposed upon Mortgagee.
GRANTING CLAUSE IV
All judgments, awards of damages, settlements and other compensation
hereafter made resulting from condemnation proceedings or the taking of the Land or
any part thereof or any building or other improvement now or at any time hereafter
located thereon or any easement or other appurtenance thereto under the power of
eminent domain, or any similar power or right (including any award from the United
States Government at any time after the allowance of the claim therefor, the
ascertainment of the amount thereto and the issuance of the warrant for the payment
thereof), whether permanent or temporary, or for any damage (whether caused by such
taking or otherwise) to said property or any part thereof or the improvements thereon or
any part thereof, or to any rights appurtenant thereto, including severance and
consequential damage, and any award for change of grade of streets (collectively
"Condemnation Awards").
GRANTING CLAUSE V
All property and rights, if any, which are by the express provisions of this
instrument required to be subjected to the lien hereof and any additional property and
rights that may from time to time hereafter, by installation or writing of any kind, be
subjected to the lien hereof by Mortgagor or by anyone in Mortgagor's behalf.
GRANTING CLAUSE VI
All rights in and to common areas and access roads on adjacent properties
heretofore or hereafter granted to Mortgagor and any after-acquired title or reversion in
and to the beds of any ways, roads, streets, avenues and alleys adjoining the Land or any
part thereof.
GRANTING CLAUSE VII
All equipment (as defined in Article 9 of the Illinois Uniform Commercial
Code) now owned or hereafter acquired by the Mortgagor, through the use of the
proceeds of the Bond and now or hereafter placed in, affixed to or used in connection
with the buildings now or hereafter constructed upon any real property which (or upon
any real property an interest in which) is now or hereafter subject to the lien hereof;
-3-
And as to the property aforesaid which is not deemed to be real property,
including but not limited to equipment and fixtures this Mortgage is hereby deemed to be
as well a Security Agreement under the provisions of the Illinois Uniform Commercial
Code for the purpose of creating hereby a security interest in said property, which is
hereby granted by the Mortgagor, as debtor, to the Mortgagee, as secured party, further
securing the indebtedness hereby secured; the addresses of the Mortgagor (debtor) and
the Mortgagee (secured party) appear at the beginning of this Mortgage;
TO HAVE AND TO HOLD the Premises and the properties, rights and
privileges hereby mortgaged, warranted and assigned, or intended so to be unto
Mortgagee, its successors and assigns, forever; provided, however, that this Mortgage is
upon the express condition that if Mortgagor shall pay or cause to be paid all
indebtedness hereby secured and shall keep, perform and observe all and singular the
covenants and promises in the Note and in this Mortgage or in any other instrument or
document securing the Note or in the Agreement expressed to be kept, performed and
observed by Mortgagor, then this Mortgage and the estate and rights hereby granted shall
cease, determine and be void, and this Mortgage shall be released by Mortgagee upon the
written request and at the expense of Mortgagor, otherwise to remain in full force and
effect.
IT IS FURTHER UNDERSTOOD AND AGREED THAT:
1. Maintain Premises. Unless Mortgagor shall have exercised its option
to prepay the Note in full pursuant to Section 5.1 of the Agreement, Mortgagor shall (1)
promptly repair, restore or rebuild any buildings or improvements now or hereafter on
the Land which may become damaged or destroyed; (2) keep the Premises in as
reasonably safe condition as its operations permit and in good condition and repair,
without waste and free from charges, encumbrances, mechanics; or other liens; (3) pay
when due any indebtedness which may be secured by a lien, charge or encumbrance on
the Premises and upon request exhibit satisfactory evidence of the discharge of same to
the Institutional Lender; (4) complete by December 1, 1988 the installation and
construction of the Project; (5) comply with all requirements of law or municipal
ordinances with respect to the premises and the use thereof; (6) without prior written
consent of the Institutional Lender, which shall not be unreasonably withheld, not make
any material alteration in said Premises except as required by law or municipal
ordinance; and (7) promptly notify the Institutional Lender of any damage or destruction
on the Premises, of any pending or threatened proceeding for the taking (by eminent
domain or otherwise) of any part thereof, of any notice from any governmental authority
alleging violation of any building code, zoning ordinance or other governmental
requirement or of any other event or condition which might impair the value of the
Premises or its use for its intended purpose.
2. Pay Taxes, Charges. Mortgagor shall pay before any penalty attaches
all general taxes, special taxes, special assessments, water charges, sewer service
charges and other charges against the Premises or the interest of the Mortgagor therein
or the use or occupancy thereof or the activities conducted thereat when due, and shall
upon written request furnish to the Institutional Lender duplicate receipts therefor. To
prevent default hereunder, Mortgagor shall pay in full under protest, in the manner
provided by statute, any tax or assessment which Mortgagor may desire to contest.
-4-
3. Maintain Insurance. Mortgagor shall keep the Premises insured
against loss or damage by fire, lightning, windstorm, explosion and such other risks as are
usually included under extended coverage policies, and which are usually insured against
by owners of like property in the State of Illinois, in amounts sufficient to prevent
Mortgagor or Mortgagee from becoming a co-insurer of any partial loss under applicable
policies and in any event not less than the then full insurable value (actual replacement
value without deduction for physical depreciation) thereof. Mortgagor shall not carry
separate insurance concurrent in kind or form and contributing in the event of loss, with
any insurance required hereinabove. Mortgagor shall also maintain general public
liability insurance with respect to the Premises against loss because of bodily injury,
including death, or damage to property of others, such insurance to afford protection to
the limit of not less than $1,000,000 in respect of any one occurrence. Mortgagor shall
also obtain and maintain adequate workers compensation insurance and such other
insurance with respect to the Premises in such amounts and against such insurable
hazards as Mortgagee from time to time may require, including, without limitation,
boiler and machinery insurance, insurance against flood risks and insurance against other
losses due to fire and risks now or hereafter embraced by so-called "extended coverage"
and builders risk insurance. Such insurance policies shall be maintained in companies
reasonably satisfactory to the Institutional Lender, under insurance policies payable, in
case of loss or damage, to Mortgagee and the Institutional Lender, as their respective
interests may appear (such rights to be evidenced by the standard noncontributory
mortgage clause to be attached to each policy) and providing that the same may not be
cancelled except upon 30 days' prior written notice to the Institutional Lender, and shall
deliver all policies, including additional and renewal policies, to the Institutional Lender,
and in case of insurance about to expire, shall deliver renewal policies not less than 30
days prior to the respective dates of expiration. Any insurance proceeds paid under such
policies shall be disbursed in accordance with Section 8.8 of the Agreement. Mortgagor
hereby irrevocably constitutes and appoints the Institutional Lender its true and lawful
attorney in fact to endorse the name of Mortgagor on any commercial paper evidencing
any insurance proceeds. Any insurance proceeds remaining after completion of
restoration of any improvements shall be applied in accordance with Section 8.8 of the
Agreement.
4. Condemnation. Mortgagor acknowledges that Condemnation Awards
have been assigned to Mortgagee, which awards Mortgagee is hereby irrevocably
authorized to collect and receive, and to give appropriate receipts and acquittances
therefor. Mortgagor covenants and agrees that Mortgagor will give Mortgagee and
Institutional Lender immediate notice of the actual or threatened commencement of any
proceedings under condemnation or eminent domain affecting all or any part of the
Premises including any easement therein or appurtenance thereof or severance and
consequential damage and change in grade of streets, and will deliver to Institutional
Lender copies of any and all papers served in connection with any such proceedings. All
Condemnation Awards shall be paid over to the Escrow Trustee and shall be held or
disbursed or applied upon the terms and conditions provided in Section 8.9 of the
Agreement.
5. Institutional Lender May Act. In case Mortgagor shall fail to perform
any covenants herein contained, the Institutional Lender may, but need not, make any
payment or perform any act herein required of Mortgagor in any form and manner
deemed expedient, and may, but need not, make full or partial payments of principal or
interest on prior encumbrances, if any, and purchase, discharge, compromise or settle
any tax lien or other prior lien on title or claim thereof, or redeem from any tax sale or
-5-
forfeiture affecting said Premises or contest and tax assessment. All monies paid for
any of the purposes herein authorized and all expenses paid or incurred in connection
therewith, including attorneys' fees, and any other moneys advanced by the Institutional
Lender to protect the Premises and the lien hereof, plus reasonable compensation to the
Institutional Lender for each matter concerning which action herein authorized may be
taken shall be so much additional indebtedness secured hereby and shall become
immediately due and payable without notice and with interest thereon at a rate equal to
the Prime Rate then in effect plus one percent per annum, and all sums so advanced,
with interest, if and to the extent such sums and interest do not exceed an amount equal
to the amount of the Note, shall be secured hereby in priority to the indebtedness
evidenced by the Note; but no such advance shall be deemed to relieve the Mortgagor
from any default hereunder. The Institutional Lender shall be subrogated to all rights,
claims and liens of any party whose debt is discharged pursuant to this Section 5.
Inaction of the Institutional Lender shall never be considered as a waiver of any right
accruing to it on account of any default hereunder on the part of the Mortgagor. The
Institutional Lender in making any payment hereby authorized may do so according to
any bill, statement or estimate procured from the appropriate public office or holder of
the claim to be discharged without inquiry into the accuracy of such bill, statement or
estimate or into the validity of any tax, assessment, sale, forfeiture, tax lien or title or
claim thereof.
6. Default. Mortgagor shall pay each item of indebtedness herein
mentioned, both principal and interest, when due according to the terms hereof and of
the Note. At the option of the Institutional Lender exercised by notice in writing to
Mortgagor, all unpaid indebtedness secured hereby shall, notwithstanding anything in the
Note or in this Mortgage to the contrary, become due and payable (a) in the case of the
default in making payment when due of any installment of principal or interest on the
Note when due or in making payment of any other sum due hereunder, or (b) in case
Mortgagor shall, without the prior written consent of the Institutional Lender, which
consent shall not be unreasonably withheld, sell, assign, transfer or lease the real estate
subject hereto, or any portion thereof or interest therein, or contract or agree so to do,
or (c) when any other default shall occur and continue for 30 days in the performance or
observance of any other agreement of the Mortgagor herein contained, unless the default
is such that it cannot be remedied within the 30 day period and the Company institutes
corrective action within such 30 day period and diligently pursues such action and the
default is remedied within 60 days after the date of default, or (d) the occurrence of an
Event of Default under Section 11 of the Agreement, or (e) Mortgagor abandons the
Premises, or (f) proceedings shall be commenced to foreclose or otherwise realize upon
any lien, charge or encumbrance on the Premises or any part thereof which in the
Institutional Lender's judgment will impair the security of this Mortgage. The
occurrence of any of the foregoing events described in (a) through (f) of this Section 6
will constitute an event of default hereunder.
7. Remedies. When the indebtedness hereby secured shall become due,
whether by acceleration or otherwise, Mortgagee shall have the following rights and
remedies:
(a) Mortgagee may proceed to protect and enforce the rights of
Mortgagee hereunder (i) by any action at law, suit in equity or other
appropriate proceedings, whether for the specific performance of any
agreement contained herein, or for an injunction against the violation of any
of the terms hereof, or in aid to the exercise of any power granted hereby or
by law, or (ii) by the foreclosure of this Mortgage.
-6-
(b) The Mortgagee shall, with respect to any part of the Premises
constituting property of the type in respect of which the realization of a lien
or security interest granted therein is governed by the Illinois Uniform
Commercial Code, including without limitation (i) the right to the possession
of any such property, or any part thereof, and the right to enter without
legal process any premises where any such property may be found and
remove the same therefrom (provided that if such property is affixed to real
estate, such removal shall be subject to the conditions stated in the Illinois
Uniform Commercial Code); (ii) the right to hold, maintain, preserve and
prepare such property for sale, until disposed of, or to retain such property
subject to the Mortgagor's right of redemption in satisfaction of the
Mortgagor's obligations, as provided in the Illinois Uniform Commercial
Code; (iii) the right to require the Mortgagee to assemble such property and
make it available to the Mortgagee for its possession at a place to be
designated by the Mortgagee which is reasonably convenient to both parties;
and (iv) the right to buy at any public sale and, if such property is of a type
customarily sold in a recognized market or is of the type which is the
subject of widely distributed standard price quotations, at private sale,
which sale may be held as part of and in conjunction with any foreclosure
sale of the real estate comprised within the Premises.
(c) Upon the bringing of any suit to foreclose this Mortgage or
enforce any other remedy available hereunder, Mortgagee shall, as a matter
of right, without notice and without giving bond to Mortgagor or anyone
claiming by, under or through either of them, and without regard to the
solvency or insolvency of Mortgagor or the then value of the Premises, to
the extent permitted by applicable law, be entitled to have a receiver
appointed of all or any part of the Premises and the rents, issues and profits
thereof, with such power as the court making such appointment shall confer,
and Mortgagor hereby consents to the appointment of such receiver and shall
not oppose any such appointment. Any such receiver may, to the extent
permitted under applicable law, without notice, enter upon and take
possession of the Premises or any part thereof by force, summary
proceedings, ejectment or otherwise, and may remove Mortgagor or other
persons and any and all property therefrom and income, rents, issues and
profits accruing with respect thereto or any part thereof, whether during the
pendency of any foreclosure or until any right of redemption shall expire or
otherwise.
(d) In any suit to foreclose the lien hereof there shall be allowed
and included as additional indebtedness in the decree for sale all
expenditures and expenses which may be paid or incurred by or on behalf of
Mortgagee or the Institutional Lender for attorneys' fees, appraisers' fees,
outlays for documentary and expert evidence, stenographic charges,
publication costs and costs (which may be estimated as to items to be
expended after the entry of the decree) of procuring all such abstracts of
title, title searches and examinations, guarantee policies, Torrens
certificates and similar data and assurances with respect to title as
Mortgagee or the Institutional Lender may deem to be reasonably necessary
to prosecute any foreclosure action or to evidence to the bidder at any sale
pursuant thereto the true condition of the title to or the value of the
-7-
Premises, all of which expenditures shall become so much additional
indebtedness hereby secured and be immediately due and payable with
interest thereon at a rate equal to the Prime Rate then in effect plus three
percent per annum from the date of expenditure until paid.
(e) Upon the happening of any event of default hereunder,
Mortgagor in furtherance of, and not by way of limitation of, the Granting
Clauses of this Mortgage, hereby assigns and sets over to Mortgagee all
rents, issues and profits of the Premises, which, whether before or after
foreclosure, until the full and complete payment of said indebtedness and
performance of all obligations, covenants or agreements hereunder, shall
accrue and be owing for the use and occupation of the Premises, or any part
thereof. For the purpose aforesaid, Mortgagor does hereby constitute and
appoint the Institutional Lender its attorney in fact irrevocably in its name
to receive, collect and receipt for all earnings and income from the
Premises, as the same may accrue; and out of the amount so collected to
pay and discharge all unpaid indebtedness hereby secured. For the purpose
aforesaid, the Institutional Lender may enter and take possession of the
Premises and manage and operate the same and take any action which, in
the Institutional Lender's judgment is necessary or proper to conserve the
value of the Premises. The Institutional Lender may also take possession of,
and for these purposes use, any and all personal property contained in the
Premises and used by Mortgagor. The right to enter and take possession of
the Premises and use any personal property therein, to manage, operate and
conserve the same, and to collect the rents, issues and profits thereof, shall
be in addition to all other rights or remedies of the Institutional Lender
hereunder or afforded by law, and may be exercised concurrently therewith
or independently thereof.
The expenses (including any receiver's fees, counsel fees, costs and agent's compensation)
incurred pursuant to the powers herein contained shall be secured hereby. The
Institutional Lender and Mortgagee shall not be liable to account to Mortgagor for any
action taken pursuant hereto other than to account for any rents actually received by the
Institutional Lender.
8. Application of Proceeds. The purchase money proceeds and/or avails
of any sale of the Premises, or any part thereof and the proceeds and the avails of any
remedy hereunder shall be paid to and applied as follows:
(a) First, to the payment pro rata of costs and expenses of
foreclosure or suit, if any, and of such sale by the Mortgagee or the
Institutional Lender, their agents, attorneys and counsel, and of all proper
expenses, liability and advances incurred or made hereunder by the
Mortgagee or the Institutional Lender, together with interest thereon at a
rate equal to the Prime Rate then in effect plus one percent per annum until
paid (or such lesser rate as may be the maximum not prohibited by
applicable law) on all such advances, and of all taxes, assessment or liens
superior to the lien of these presents, except any taxes, assessments or other
superior lien subject to which said sale may have been made; and
(b) Second to the payment pro rata of the amount then owing or
unpaid on the Note for principal and interest; and
-8-
(c) Third, to the payment of any other sums required to be paid by
the Mortgagor pursuant to any provisions of this Mortgage, the Collateral
Assignment, the Agreement, the Contingent Purchase Agreement (as defined
in the Agreement), or the Note; and
(d) Fourth, to the payment of the surplus, if any, to the
Mortgagor, its successors and assigns, or to whomsoever may be lawfully
entitled to receive the same.
In case the Mortgagee or the Institutional Lender shall have proceeded to
enforce any right under this Mortgage by foreclosure, sale, entry or otherwise, and such
proceedings shall have been discontinued or abandoned for any reason or shall have been
determined adversely, then and in every such case the Mortgagor, the Mortgagee and the
Institutional Lender shall be restored to their respective former positions and rights
hereunder with respect to the property subject to the lien of this Mortgage.
9. Additional Remedies. Mortgagor shall not and will not apply for or
avail itself of any appraisment, valuation, stay, extension, exemption or redemption laws,
or any so-called "Moratorium Laws," now existing or hereafter enacted, in order to
prevent or hinder the enforcement or foreclosure of this Mortgage or the sale of the
Premises, but hereby waives the benefit of such laws. Mortgagor for itself and all who
may claim through or under it waives any and all right to have the property and estates
comprising the Premises marshalled upon any foreclosure of the lien hereof and agrees
that any court having jurisdiction to foreclose such lien may order the Premises sold as
an entirety. Mortgagor hereby waives any and all rights of the redemption from sale to
which it may be entitled under the laws of the State of Illinois on behalf of Mortgagor
and each and every person acquiring any interest in, or title to, the Premises described
herein subsequent to the date of this Mortgage, and on behalf of all other persons to the
extent permitted by law.
10. Indemnity. Mortgagee shall not be obligated to perform or discharge,
nor does it hereby undertake to perform or discharge, any obligation, duty or liability of
Mortgagor, and to the extent provided by law, Mortgagor agrees to protect, indemnify,
defend and hold Mortgagee harmless of and from any and all liability, loss, cost, expense,
or damage which it may or might incur in the exercise of its rights, remedies, powers and
authority hereunder, and of and from any and all claims and demands whatsoever which
may be asserted against it by reason of any alleged obligations, undertakings or
liabilities, except for such claims and demands as result from Mortgagee's gross
negligence or willful actions. Should Mortgagee incur any such liability, loss, cost or
damage of or hi the defense of any claims or demands, the amount thereof, including
costs, expenses and attorneys' fees, shall be secured hereby, and Mortgagor shall
reimburse Mortgagee therefor immediately upon demand, with interest accruing at a rate
equal to the Prime Rate then in effect plus one percent per annum from the date of
expenditure until paid.
11. Inspection of Premises. Mortgagee and the Institutional Lender shall
have the right to inspect the Premises at all reasonable times and access thereto shall be
permitted for that purpose, subject to the limitations of access set forth in Section 8.5 of
the Agreement.
-9-
12. Remedies Cumulative. No remedy or right of Mortgagee or of the
Institutional Lender acting on Mortgagee's behalf shall be exclusive of, but shall be
cumulative and in addition to, every other remedy or right now or hereafter existing at
law or in equity or by statute or otherwise. No delay in the exercise of or omission to
exercise any remedy or right accruing on any default shall impair any such remedy or
right or be construed to a waiver of any such default or acquiescence therein, nor shall it
affect any subsequent default of the same or a different nature. Every such remedy or
right may be exercised concurrently or independently, and when and as often as may be
deemed expedient by Mortgagee or the Institutional Lender.
13. Mortgagor to Pay Costs, Fees. If Mortgagee or the Institutional
Lender shall be made a party to or shall intervene in any action or proceeding affecting
the Premises or the title thereto or the interest of Mortgagee or the Institutional Lender
under this Mortgage, or if the Mortgagee or the Institutional Lender employs an attorney
to collect any or all of the indebtedness hereby secured, Mortgagee and the Institutional
Lender shall be reimbursed by Mortgagor, immediately and without demand, for all
reasonable costs, charges, expenses and attorneys' fees incurred by them in any such
case, and the same shall be secured hereby as a further charge and lien upon the
Premises.
14. Recording and Perfecting of Lien. The Mortgagor shall record or
cause the recording of this Mortgage and shall execute and deliver to Mortgagee any and
all financing statements, continuation statements and documents deemed necessary or
appropriate by the Mortgagee in order to perfect and maintain the security interests
herein granted.
15. Severability. All rights, powers and remedies provided herein may be
exercised only to the extent that the exercise thereof does not violate any applicable
law, and are intended to be limited to the extent necessary so that they will not render
this mortgage invalid, unenforceable or not entitled to be recorded, registered or filed
under any applicable law. If any terms of this Mortgage shall be held to be invalid,
illegal or unenforceable, the validity of the other terms of this Mortgage shall in no way
be affected thereby.
16. Successors and Assigns. Whenever any of the parties hereto is
referred to, such reference shall be deemed to include the successors and assigns of such
party; and all the covenants, promises and agreements in this Mortgage contained by or
on behalf of the Mortgagor, or by or on behalf of Mortgagee, shall bind and inure to the
benefit of the respective successors and assigns of such parties, whether so expressed or
not.
17. Written Instruments Required. This Mortgage and the provisions
hereof may be changed, waived, discharged or terminated only by an instrument in
writing signed by the party against which enforcement of the change, waiver, discharge
or termination is sought.
18. Headings. The headings of the sections of this Mortgage are for
convenience only and shall not affect the meaning or construction of any provisions
hereof.
19. Notices. All notices hereunder shall be given in accordance with
Section 13.1 of the Agreement.
-10-
20. Governing Law. This Mortgage shall be governed by and construed in
accordance with Illinois law.
IN WITNESS WHEREOF, Mortgagor has caused this Mortgage to be executed
and sealed, all as of the day and year first above written, but actually executed and
delivered this day of December, 1985.
UNIVERSAL CHEMICALS AND COATINGS, INC.
By:
(SEAL)
Attest:
Its Secretary
-11-
ASSIGNMENT OF MORTGAGE
The City of Elgin, Illinois hereby assigns the foregoing Second Mortgage and
Security Agreement to American National Bank and Trust Company of Chicago and its
successors and assigns pursuant to the Assignment and Security Agreement dated as of
December 1, 1985 between the City of Elgin, Illinois and said American National Bank
and Trust Company.
CITY OF ELGIN, ILLINOIS
Mayor
(CORPORATE SEAL)
ATTEST:
Clerk
-12-
-£T-
pus,' alp Jo tionclizraaa tella'I
I a'IIIQSHoS
.
4
•
SCHEDULE II
PERMITTED ENCUMBRANCES
1. Mortgage dated September 1, 1984 and recorded September , 1984 as
document made by Universal Chemical & Coatings, Inc. to the City of
Elgin to secure a note for $4,000,000.
2. Liens for ad valorem taxes and special assessments or installments thereof
not then delinquent, or, if delinquent, being contested in accordance with the Second
Mortgage and Security Agreement (the "Mortgage") of which this is a part.
3. The Loan Agreement as defined in the Mortgage.
-14-
COLLATERAL ASSIGNMENT
This COLLATERAL ASSIGNMENT (the "Collateral Assignment"), dated as of
December 1, 1985 from UNIVERSAL CHEMICALS AND COATINGS, INC., a Delaware
corporation (the "Assignor"), having an address at 1124 Elmhurst Road, Elk Grove Village,
Illinois 60007, Attention: President, to the CITY OF ELGIN, a home rule unit of
government of the State of Illinois (the "Assignee"), having an address at 150 Dexter
Court, Elgin, Illinois 60120, Attention: City Clerk:
RECITALS
A. At or about the time of delivery hereof, the Assignor is borrowing the sum
of $1,500,000 from the Assignee. Such borrowing is evidenced by the Direct Obligation
Note of the Assignor (the "Note"), in the principal amount of $1,500,000. To acquire the
funds to make the loan evidenced by the Note, the Assignee is issuing its Economic
Development Revenue Bond (Universal Chemicals & Coatings, Inc. Project) Series 19854in
the principal amount of $1,500,000 (the "Bond") pursuant to the terms of an Agreement
dated as of December 1, 1985 (the "Agreement") among the Assignee, the Assignor and
American National Bank and Trust Company of Chicago (the "Institutional Lender" and
the "Escrow Trustee"). The Note bears interest at such rates and is payable upon such
terms and conditions and at such times and in such amounts as shall be necessary to pay
the principal of, and interest and premium, if any, on the Bond when due.
B. The Note is secured by a Mortgage and Security Agreement (the "Mortgage")
dated as of December 1, 1985 between Assignor and Assignee, as mortgagee, which
creates a first lien on the premises described in Exhibit A hereto and the real estate
improvements, personal property and equipment thereon or to be located thereon (the
"Property"). The Agreement provides that the Note is to be endorsed and pledged and
the Mortgage is to be assigned to the Institutional Lender. With respect to the
improvements to be constructed on the real property, Assignor has or will enter into the
contracts listed on Exhibit B attached hereto and incorporated herein by reference (the
"Contracts").
C. With respect to the improvements to be constructed on the real property,
Assignor has or will have completed plans and specifications (the "Plans") and has or will
obtain permits, licenses, consents and approvals issued or to be issued by one or more
governmental authorities or agencies (the "Permits").
In consideration of and as an inducement to the Assignee to issue the Bond and to
acquire the Note, and as an inducement to the purchaser of the Bond to purchase the
same, the Assignor is entering into the undertakings herein set forth for the benefit and
security of the Assignee and the owner of the Bond (the "Bondholder"). All capitalized
terms not defined herein but defined in the Mortgage or the Agreement shall have the
same meaning herein unless the context or use indicates another or different meaning or
intent.
NOW, THEREFORE, the parties hereto agree as follows:
SECTION 1. THE ASSIGNMENT.
The Assignor, in consideration of the sum of One Dollar ($1.00) and other good and
valuable considerations, the receipt and sufficiency of which is hereby acknowledged, in
furtherance of the covenants of the Mortgage and as security for the payment of the
principal of, and premium, if any, and interest and all other sums payable on the Note,
and the performance and observance of all obligations of the Assignor under the
provisions of the Note, the Mortgage and the Agreement, does hereby specifically and
presently irrevocably assign, transfer, convey and set over to the Assignee, all of the
Assignor's estate, right, title and interest in to any and all development rights (the
"Developer's Rights") of the Assignor in or relating to the Property, including the right to
use the Plans and exercise the privileges of the holder of the Permits, and in and under
the Contracts, together with all amendments and supplements thereto, together with all
rights, powers, privileges, options and other benefits of the Assignor as the holder of the
Developer's Rights and as a party to the Contracts including, but not by way of
limitation, the following:
(a) the right to perform all functions, take all actions necessary to give
all approvals necessary or appropriate and to perform all functions and
responsibilities of the Assignor in connection with the Developer's Rights and the
Contracts, including the administration, performance and enforcement thereof;
(b) the right to take such action upon the happening of a default under
the Contracts, including the commencement, conduct and consummation of
proceedings at law or in equity, as shall be permitted under any provision of the
Contracts or by law or in equity;
(c) the right to give all notices, consents and releases;
(d) the right to make all waivers and agreements; and
(e) the right to do any and all other things which the Assignor is or may
become entitled to do with respect to the Developer's Rights and under the
Contracts.
SECTION 2. TERMINATION OF ASSIGNMENT.
The assignment made hereby is executed as collateral security, and the execution
and delivery thereof shall not in any way impair or diminish the obligations of the
Assignor under the provisions of the Contracts, nor shall any of the obligations contained
in the Contracts be imposed upon the Assignee. Upon the termination of the Agreement
as provided therein, said assignment and all rights herein assigned to the Assignee shall
cease and terminate and all the estate, right, title and interest of the Assignor in and to
the Developer's Rights and the Contracts shall revert to the Assignor, and the Assignee
shall deliver to the Assignor an instrument cancelling this Agreement and reassigning to
the Assignor all estate, right, title and interest of the Assignee in and to the property
hereby assigned.
-2-
SECTION 3. DESIGNATION BY ASSIGNOR.
The Assignor hereby designates the Assignee to receive a copy of all notices,
offers, demands, statements, documents, insurance policies or certificates evidencing
such policies and all other communications and the Assignor hereby directs the parties to
the Contracts to remit or deliver directly to the Assignee at its address set forth above
or at such other address as the Assignee shall designate, duplicate original copies of all
such notices, offers, demands, documents, insurance policies or certificates evidencing
such policies and all other communications.
SECTION 4. CONTRACTS IN EFFECT.
The Assignor represents to the Assignee and the Bondholder that as to those
Contracts which are presently in full force and effect that no default or Event of Default
exists thereunder and that any consent to this Collateral Assignment required to be given
by any of the parties has been given. The Assignor represents to the Assignee that the
Assignor has not executed any other assignment of the subject matter of the assignment
hereby made to the Assignee.
SECTION 5. AGREEMENT OF ASSIGNOR.
The Assignor agrees that the Assignment made hereby and the designation and
direction hereinabove set forth in Section 3 are irrevocable, and that it will not, while
said assignment is in effect or thereafter until Assignor has received from the Assignee
notice of the termination thereof, take any action under the Developer's Rights or the
Contracts or otherwise which is inconsistent with said assignment, or make any other
assignment, designation or direction inconsistent therewith, and that any assignment,
designation or direction inconsistent therewith shall be void. The Assignor will from
time to time, upon the request of the Assignee, execute all instruments of further
assurance and all such supplemental instruments as the Assignee may specify. The
Assignor will also obtain any consents to this Collateral Assignment required to be given
by other parties to the Contracts which have not yet taken effect.
SECTION 6. NO MODIFICATION OF CONTRACTS.
The Assignor agrees that it will not enter into any agreement materially amending
or modifying the Contracts in a manner which is inconsistent with the Agreement or
terminating the Contracts or this Agreement without the consent thereto in writing of
the Assignee and any attempted such amendment, modification or termination without
such consent shall be void. In the event that the Contract shall be amended as
permitted herein, the Contracts as so amended shall continue to be subject to the
provisions of this Agreement without the necessity of any further act by any of the
parties hereto.
SECTION 7. SUCCESSORS AND ASSIGNS; RECORDING.
This Agreement shall be binding upon the parties hereto and upon their respective
-3-
successor and assigns. The Assignor at its expense, will at all times cause this
Agreement, and all instruments with respect thereto (including without limitation
properly completed and executed financing statements and continuation statements
under the Illinois Uniform Commercial Code), to be recorded, registered and filed and to
be kept recorded, registered and filed in such manner and in such places, and will pay all
such recordation, registration and filing fees and other charges, and will comply with all
such statutes and regulations, as may be required by law in order to establish, preserve
and protect the Assignee's interests and rights hereunder (including without limitation,
any interest or rights under the date hereof) and to establish, preserve and protect the
lien created hereby as a valid present assignment of the Assignor's entire estate, right,
title and interest in, to and under the Contracts.
SECTION 8. LAW GOVERNING.
The interpretation and enforcement of this Agreement shall in all respects be
governed by the laws of the State of Illinois.
IN WITNESS WHEREOF, the Assignor has caused this Agreement to be executed as
of the day and year first above written.
UNIVERSAL CHEMICALS & COATINGS, INC.
a Delaware corporation
By:
Its President
-4-
•
•
EDIT A
PARCEL ONE
THE NORTH 1010.81 FEET OF THE WEST 861.88 FEET OF THE FOLLOWING
DESCRIBED-PARCEL OF LAND: THAT PART OF THE SOUTH EAST 1/4 OF SECTION
32, TOWNSHIP 42 NORTH, RANGE 8 EAST OF THE THIRD PRINCIPAL MERIDIAN
DESCRIBED AS FOLLOWS: COMMENCING AT THE SOUTH WEST CORNER OF THE
SOUTH EAST 1/4 OF SAID SECTION 32; THENCE NORTHERLY ALONG THE WEST
LINE OF SAID SOUTH EAST 1/4, 741.5 FEET FOR THE POINT OF BEGINNING THENCE
NORTH 086 DEGREES, 48 MINUTES, 00 SECONDS EAST 2566.41 FEET TO CENTER
LINE OF SLEEPY HOLLOW ROAD, THENCE NORTHERLY ALONG SAID CENTER LINE
729.71 FEET TO THE SOUTHERLY RIGHT OF WAY LINE, AS MONUMENTED, OF
PARCEL NO. N-4D-59, AS ACQUIRED BY THE ILLINOIS STATE TOLL HIGHWAY .
COMMISSION THROUGH PROCEEDINGS FILED IN THE CIRCUIT COURT OF KANE '
COUNTY AS CASE NO. 57-533; THENCE NORTHWESTERLY ALONG SAID
SOUTHERLY RIGHT OF WAY LINE, AS MONUMENTED, 683.3 FEET TO A JOG IN SAID
SOUTHERLY RIGHT OF WAY LINE; THENCE NORTHEASTERLY ALONG SAID JOG,
AS MONUMENTED, BEING AT RIGHT ANGLES TO THE LAST DESCRIBED COURSE,
20.0 FEET; THENCE NORTHWESTERLY ALONG SAID SOUTHERLY RIGHT OF WAY
LINE, AS MONUMENTED, BEING AT RIGHT ANGLES TO THE LAST DESCRIBED
COURSE, 1134.12 FEET TO THE NORTH LINE OF THE SOUTH EAST 1/4 OF SAID
SECTION 32; THENCE WESTERLY ALONG SAID NORTH LINE, 861.88 FEET TO THE.
NORTH WEST CORNER OF SAID SOUTH EAST 1/4; THENCE SOUTH ALONG THE
WEST LINE OF SAID SOUTH EAST 1/4, 1894.3 FEET TO THE POINT OF BEGINNING, IN
THE TOWNSHIP OF DUNDEE, KANE COUNTY, ILLINOIS.
PARCEL TWO:
EASEMENT FOR INSTALLING, MAINTAINING, REPLACING, REPAIRING, REMOVING
AND OPERATING UTILITIES, BUT NOT LIMITED TO ELECTRIC, TELEPHONE,
WATER, GAS, DRAINAGE AND SEWER, AS CREATED IN GRANT OF EASEMENT
RECORDED FEBRUARY 6, 1984 AS DOCUMENT 1669052, MADE BY CHICAGO TITLE
AND TRUST COMPANY, TRUSTEE, TRUST NUMBER 56210, TO CHICAGO TITLE AND
TRUST COMPANY, TRUSTEE, TRUST NUMBER 1083646 OVER THE WEST 33 FEET
(EXCEPT THE NORTH 1010.81) FEET OF THE FOLLOWING DESCRIBED PARCEL OF
LAND: THAT PART OF THE SOUTH EAST 1/4 OF SECTION 32, TOWNSHIP 42 NORTH,
RANGE 8 EAST OF THE THIRD PRINCIPAL MERIDIAN, DESCRIBED AS FOLLOWS:
COMMENCING AT THE SOUTH WEST CORNER OF THE SOUTH EAST 1/4 OF SAID
SECTION 32; THENCE NORTHERLY ALONG THE WEST LINE OF SAID SOUTH EAST
1/4, 741.5 FEET FOR THE POINT OF BEGINNING; THENCE NORTH 086 DEGREES, 48
MINUTES, 00 SECONDS EAST, 2566.41 FEET TO THE CENTER LINE OF SLEEPY
HOLLOW ROAD, THENCE NORTHERLY ALONG SAID CENTER LINE 729.71 FEET TO
THE SOUTHERLY RIGHT OF WAY LINE, AS MONUMENTED, OF PARCEL NO. N-4D-
59, AS ACQUIRED BY THE ILLINOIS STATE TOLL HIGHWAY COMMISSION THROUGH
PROCEEDINGS FILED IN THE CIRCUIT COURT OF KANE COUNTY AS CASE NO. 57-
533; THENCE NORTHWESTERLY ALONG SAID SOUTHERLY RIGHT OF WAY LINE, AS
MONUMENTED, 683.3 FEET TO A JOG IN SAID SOUTHERLY RIGHT OF WAY LINE;
THENCE NORTHEASTERLY ALONG SAID JOG, AS MONUMENTED, BEING AT RIGHT
ANGLES TO THE LAST DESCRIBED COURSE, 20.0 FEET, THENCE NORTHWESTERLY
ALONG SAID SOUTHERLY RIGHT OF WAY LINE, AS MONUMENTED, BEING AT
RIGHT ANGLES TO THE LAST DESCRIBED COURSE, 1134.12 FEET TO THE NORTH
LINE OF THE SOUTH EAST 1/4 OF SAID SECTION 32; THENCE WESTERLY ALONG
SAID NORTH LINE, 861.88 FEET TO THE NORTH WEST CORNER OF SAID SOUTH
EAST 1/4; THENCE SOUTH ALONG THE WEST LINE OF SAID SOUTH EAST 1/4, 1894.3
FEET TO THE POINT OF BEGINNING, IN THE TOWNSHIP OF DUNDEE, KANE
COUNTY, ILLINOIS.
This Bond is Transferable Only as a Whole.
UNITED STATES OF AMERICA
STATE OF ILLINOIS
CITY OF ELGIN, ILLINOIS
ECONOMIC DEVELOPMENT REVENUE BOND
(UNIVERSAL CHEMICALS AND COATINGS, INC. PROJECT)
SERIES 1985
$1,500,000
KNOW ALL MEN BY THESE PRESENTS that the City of Elgin, Illinois, a municipal
corporation and a home rule unit of government of the State of Illinois (the "Issuer"), for
value received, promises to pay from the source and as hereinafter provided, to
American National Bank and Trust Company of Chicago (the "Institutional Lender"), the
principal sum of ONE MILLION FIVE HUNDRED THOUSAND DOLLARS ($1,500,000),
payable in equal quarterly installments of Seventy-Five Thousand Dollars ($75,000) on
each March 31, June 30, September 30 and December 30 (the "Payment Dates") with the
first installment due on March 31, 1986 and the final installment due on December 30,
1990 and to pay interest on the unpaid principal balance hereof from the date of this
Bond at a varying rate per annum which shall be seventy percent (70%) of the rate of
interest publicly announced by American National Bank and Trust Company of Chicago
from time to time as its prime rate (the "Prime Rate") with adjustments to such varying
rate to be made on the same date as any announced change in the Prime Rate, provided,
however, that except upon the occurrence of an event requiring purchase of this Bond
pursuant to the Contingent Purchase Agreement dated as of December 1, 1985 between
the Company and the Institutional Lender, the rate of interest borne by this Bond shall
never be less than six percent (6%) per annum nor more than nine percent (9%) per
annum, and provided further that any changes in the Prime Rate occurring within 15 day$
before any Payment Date resulting in an increase or decrease in the interest which wou.
otherwise be payable hereon on such Payment Date shall not, if an increase, be payable
by the Company (hereinafter defined) on such Payment Date, but shall instead be payable
by the Company (hereinafter defined) on the next succeeding Payment Date or shall, if a
decrease, reduce the amount that the Company (hereinafter defined) would otherwise
have to pay on such next succeeding Payment Date. Interest shall be calculated, for
actual days elapsed, on a 360 day year. In the event of a declaration of default by the
Institutional Lender interest on overdue principal and, to the extent permitted by law, on
overdue interest, shall be payable on demand at a rate equal to the Prime Rate then in
effect plus three percent (3%) per annum until paid.
Both principal hereof and interest hereon are payable in immediately available
funds current by 2:00 O'Clock P.M. on each due date thereof at the principal office of
Institutional Lender, in Chicago, Illinois or its successors and assigns.
In any case where the date of maturity of interest on or principal of this Bond or
the date fixed for prepayment of all or a portion of this Bond shall be on a Saturday,
I
Sunday or a legal holiday or a day on which banking institutions are authorized by law or
executive order to close in the city where the principal office of the Institutional Lender
is located, then payment of interest or principal need not be made on such date but may
be made on the next succeeding business day not a Saturday, Sunday or a legal holiday or
a day upon which banking institutions are authorized by law or executive order to close,
and this Bond shall continue to bear interest until said date.
This Bond is issued for the purpose of funding a loan by the Issuer to Universal
Chemicals and Coatings, Inc. (the "Company"), a Delaware corporation, for the purpose
of financing the costs of completing the constructing and equipping a manufacturing
facility within the corporate limits of the Issuer (the "Project") and the payment of
necessary costs incidental thereto. This Bond is secured by and entitled to the protection
of an Assignment and Security Agreement dated as of December 1, 1985 (the
"Assignment"), duly executed and delivered by the Issuer to the Institutional Lender and
by a Second Mortgage and Security Agreement and a Collateral Assignment from the
Company to the Issuer. The terms and conditions of the construction and equipping of
the Project, the loan of the proceeds of this Bond to the Company for such purpose, the
issuance by the Company of its Direct Obligation Note (the "Note") sufficient to repay
said loan, and the terms upon which this Bond is issued and secured are contained in an
Agreement dated as of December 1, 1985 (the "Agreement") among the Issuer, the
Company, the Institutional Lender and American National Bank and Trust Company of
Chicago, as escrow trustee.
It is hereby certified, recited and declared that all acts, conditions and things
required to exist, happen and be performed precedent to and in the execution and
delivery of the Agreement, the Assignment and the issuance of the Bond do exist, have
happened and have been performed in due time, form and manner as required by law; and
that the issuance of this Bond, together with all other obligations of the Issuer, does not
exceed or violate any constitutional or statutory limitation.
This Bond is issued pursuant to the home rule powers of the Issuer and pursuant to
proceedings of the City Council of the Issuer authorizing the execution and delivery of
the Agreement and the Assignment. This Bond does not constitute a general obligation
of the Issuer, but is a limited obligation of the Issuer, payable solely out of the income
and revenues of the Issuer to be derived from the Project pursuant to the Agreement. No
holder of this Bond shall have the right to compel any exercise of the taxing power of the
Issuer, or the State of Illinois or any political subdivision thereof, to pay this Bond or the
interest or premium, if any, thereon, and this Bond does not constitute an indebtedness or
a loan of credit of the Issuer, the State of Illinois or any political subdivision thereof, or
a charge against their general credit or taxing powers, within the meaning of any
constitutional or statutory provision.
No recourse shall be had for the payment of the principal of and interest on this
Bond or for any claim based thereon or upon any obligation, covenant or agreement in the
Agreement contained, against any past, present or future official, officer, agent or
employee of the Issuer or any successor corporation, as such, either directly or through
the Issuer or any successor corporation, under any rule of law or equity, statute or
constitution or by the enforcement of any assessment or penalty or otherwise, and all
such liability of any such official, officer, agent or employee as such is hereby expressly
waived and released as a condition of and in consideration for the execution of
Agreement and the issuance of this Bond.
- 2 -
t
As provided in the Agreement, this Bond is subject to provisions for optional and
mandatory prepayment, in whole or in part, all without premium as specified and subject
to the limitations set forth in the Agreement. The Issuer agrees to make required
prepayments on account of this Bond in accordance with the provisions of the
Agreement. Any partial prepayments shall be applied to the installments due hereon in
the inverse order of their maturities.
In the Agreement the Company agrees to pay to the Issuer and the Institutional
Lender all costs and expenses reasonably incurred by them in the collection of the Note
and this Bond, including reasonable attorneys' fees incurred by the Issuer or the
Institutional Lender for all services rendered in connection therewith.
Payments upon this Bond are to be made directly by the Company, on behalf of the
Issuer to the Institutional Lender as permitted under the Agreement and, accordingly,
any transferee hereof should verify the unpaid principal hereof with the Company prior
to the acquisition hereof.
This Bond is transferable only as a whole and only upon surrender hereof for
cancellation together with a written instrument of transfer satisfactory to the Issuer
executed by the Institutional Lender or its duly authorized attorney. Upon such transfer,
a new Bond, in like form as this Bond, will be issued, both principal and interest of which
will be payable to the transferee, in the principal amount of the outstanding principal
balance hereof. If this Bond is so transferred, the term "Institutional Lender" shall mean
the transferee of this Bond.
This Bond shall be governed and construed in accordance with the laws of the State
of Illinois.
IN WITNESS WHEREOF, the City of Elgin, Illinois has caused this Bond to be
executed in its name by the manual signature of the Mayor and attested by the manual
signature of its City Clerk, and its corporate seal to be impressed hereon, all as
of , 1985.
CITY OF ELGIN, ILLINOIS
By
Mayor
Attest:
City Clerk
[SEAL]
- 3 -
a u
ti
ASSIGNMENT AND SECURITY AGREEMENT
THIS ASSIGNMENT AND SECURITY AGREEMENT dated as of December 1, 1985
(the "Assignment") between CITY OF ELGIN, ILLINOIS, a municipal corporation and a
home rule unit of government of the State of Illinois (the "Issuer"), and AMERICAN
NATIONAL BANK AND TRUST COMPANY OF CHICAGO, as secured party (the
"Institutional Lender");
WITNESSETH:
WHEREAS, the Issuer intends to issue its $1,500,000 Economic Development
Revenue Bond (Universal Chemicals and Coatings, Inc. Project) Series 1985 (the "Bond")
under and pursuant to the Agreement of even date herewith (the "Agreement") among the
Issuer, Universal Chemicals and Coatings, Inc. (the "Company"), and the Institutional
Lender; and
WHEREAS, the proceeds derived from the issuance of the Bond are to be loaned to
the Company to provide funds to pay or reimburse the Company for the payment of the
costs of completing the constructing and equipping of a manufacturing facility within the
corporate limits of the Issuer (the "Project") which are described and referred to in the
Agreement; and
WHEREAS, the Company will evidence its obligation in respect of such loan by
issuing and delivering its Direct Obligation Note (the "Note") in the principal amount of
$1,500,000; and
WHEREAS, the Institutional Lender has required as a condition to its purchase of
the Bond that the Company, prior to the disbursement of Bond proceeds execute a Second
Mortgage and Security Agreement to be recorded at the office of the Recorder of Deeds
of Cook County (the "Mortgage") with the Issuer pursuant to which the Company grants
to the Issuer a mortgage on the land, buildings, and security interest in the equipment
and fixtures that are part of the Facilities, together with other items, to secure the
Note, and that the Issuer execute this Assignment as further security for the Bond, and
the Issuer is willing to execute this Assignment;
WHEREAS, the Institutional Lender has required as a further condition to its
purchase of the Bond that the Company, prior to the disbursement of Bond proceeds,
execute a Collateral Assignment to be filed with the Secretary of State (the "Collateral
Assignment") with the Issuer pursuant to which the Company assigns to the Issuer the
plans and specifications, developers rights, and all contracts required by the Institutional
Lender pertaining to construction, the real estate and the Project to secure the Note,
and that the Issuer execute this Assignment as further security for the Bond, and the
Issuer is willing to execute this Assignment;
NOW, THEREFORE, as one of the inducements to and as part of the consideration
for the purchase by the Institutional Lender of the Bond as provided in the Agreement
and in consideration of the premises and other good and valuable consideration, the
receipt whereof is hereby acknowledged:
SECTION 1. ASSIGNMENT, PLEDGE AND DEPOSIT OF COLLATERAL.
The Issuer does hereby pledge, deliver, assign, transfer and grant to the
Institutional Lender and its successors and assigns, as security for the due and punctual
payment of the principal installments of and interest on the Bond, all of its right, title
and interest in and including without limitation its rights to payment of any and all
amounts which may become due under, (a) the Agreement, except any payment made
pursuant to Sections 1.6, 8.2, 8.7, 9.3 and 11.2(b) of the Agreement relating to
indemnification and payment of expenses of the Issuer by the Company, (b) the Note,
(c) the Mortgage, as and when executed, (d) the Collateral Assignment as and when
executed, and (e) all other rights and remedies to enforce such payment of any amount
due the Issuer from the Company under the Agreement, the Note, the Mortgage and the
Collateral Assignment (hereinafter called the "Pledged Collateral").
This assignment, transfer, pledge, grant, and delivery is made as and shall at all
times constitute security for the payment in full of all principal of and interest on the
Bond and the performance and observance by the Issuer of all the covenants and
conditions contained in the Bond and the Agreement; and as security for all expenses and
charges, legal or otherwise, reasonably paid or incurred by the Institutional Lender in
realizing upon or protecting this Assignment or the indebtedness hereby secured.
SECTION 2. WARRANTIES.
The Issuer hereby represents and warrants to the Institutional Lender that the
Issuer is the owner of the Pledged Collateral and all rights incident thereto are free and
clear of any lien, security interest or other claim thereto other than the pledge made
hereunder.
SECTION 3. FURTHER ASSISTANCE.
The Issuer agrees on request of the Institutional Lender to execute and deliver to
the Institutional Lender such other documents or instruments as shall be reasonably
requested by the Institutional Lender to confirm unto the Institutional Lender the pledge
hereunder of the Pledged Collateral.
SECTION 4. CERTAIN RESTRICTIONS ON ISSUER'S RIGHTS IN RESPECT OF
PLEDGED COLLATERAL.
4.1. The Issuer will not:
(a) declare a default or exercise the remedies of the holder of the Note
under the Agreement, or exercise the remedies under the Mortgage or under the
Collateral Assignment or terminate, modify or accept a surrender of, or offer or
agree to any termination, modification or surrender of the Note, the Mortgage, or
the Collateral Assignment or by affirmative act consent to the creation or
existence of any security interest or other lien to secure the payment of
indebtedness upon the Note or the Agreement or the Mortgage or the Collateral
Assignment or any part thereof; or
(b) assign, transfer or hypothecate (other than to the Institutional Lender
hereunder) any payment then due or to accrue in the future under the Agreement,
the Note, the Mortgage, or the Collateral Assignment.
- 2 -
SECTION 5. DEFAULT AND REMEDIES.
5.1. If an event of default under the Agreement shall occur and be
continuing, the Institutional Lender, without obligation to resort to any other security, at
its own expense or the expense of the Company, shall have the right at any time and
from time to time, in its sole discretion, to enforce the rights and remedies specified in
Section 11 of the Agreement and in Section 7 of the Mortgage pledged and assigned
hereunder, and to take any and all action which, in the judgment of the Institutional
Lender, is necessary or appropriate to enforce the rights of the Issuer in respect of its
interest in the Note and all other moneys payable under the Agreement and in respect of
the interests of the Issuer in the Mortgage and the Collateral Assignment. Upon any such
enforcement of rights under the Agreement, the Note, the Mortgage or the Collateral
Assignment, after deducting all costs and expenses of every kind of the Institutional
Lender and the Issuer, including attorney's fees, from the proceeds of any recovery, the
Institutional Lender shall apply any residue to the payment of any liabilities of the Issuer
on the Bond, all as provided in the Agreement, the Mortgage and the Collateral
Assignment. The balance, if any, remaining after payment in full of all of the liabilities
of the Issuer on the Bond shall be paid to the Company.
5.2. The remedies provided herein shall not be deemed exclusive, but shall
be cumulative and shall be in addition to all other remedies existing at law or in equity.
5.3. The satisfaction or performance of any part of the indebtedness
hereby secured shall not affect the security hereby afforded or intended to be afforded
for any other indebtedness hereby secured; but the pledge hereby made shall at all times
remain in full force and effect for the benefit of all indebtedness hereby secured until all
such indebtedness is fully satisfied.
5.4. No delay on the part of the Institutional Lender in exercising any of
its options, powers or rights, or any partial or single exercise thereof, shall constitute a
waiver thereof.
SECTION 6. MISCELLANEOUS.
6.1. Whenever any of the parties hereto is referred to, such reference
shall be deemed to include the successors and assigns of such party; and all the
covenants, promises and agreements in this Assignment contained by or on behalf of the
Institutional Lender shall bind and inure to the benefit of the respective successors and
assigns of such parties whether so expressed or not.
6.2. The unenforceability or invalidity of any provision or provisions of
this Assignment shall not render any other provision or provisions herein contained
unenforceable or invalid.
6.3. The Institutional Lender shall release this Assignment and the lien
hereof by proper instrument or instruments upon presentation of satisfactory evidence
that all indebtedness hereby secured has been fully paid or discharged.
6.4 The parties agree that the assignments made hereby shall not subject
the Institutional Lender to, or transfer, or pass or in any way affect or modify, any
obligations of the Issuer under the Agreement, it being understood and agreed that all
- 3 -
iI
such obligations of the Issuer shall be and remain enforceable only against the Issuer.
This assignment is given solely for the purpose of securing payment by the Issuer of the
principal of and interest on the Bond and the Existing Loans.
6.5. Any term, covenant, agreement or condition of this Asssignment may
be amended or compliance therewith may be waived (either generally or in a particular
instance and either retrospectively or prospectively) by an instrument in writing
executed by the Issuer and the Institutional Lender.
6.6. (a) Any notice provided for herein shall be in writing and shall be
mailed by first class mail, postage prepaid, addressed as follows:
If to the Issuer: City of Elgin, Illinois
City Hall
150 Dexter Court
Elgin, Illinois
Attention: City Clerk
If to the Institutional
Lender: American National Bank and
Trust Company of Chicago
33 North LaSalle Street
Chicago, Illinois 60690
Attention: Corporate Trust Department
If to the Company: Universal Chemicals and Coatings, Inc.
1124 Elmhurst Road
Elk Grove Village, IL 60007
Attention: President
or to the Issuer or the Institutional Lender or the Company at such other address as the
Issuer or the Institutional Lender or the Company may designate by notice duly given in
accordance with this Section to the other parties.
(b) Any notice so addressed and mailed by registered or certified mail
shall be deemed to be given when mailed.
6.7. It is understood that all obligations of the Issuer hereunder are
subject to the limitations set forth in Section 1.5 of the Agreement.
6.8. This Assignment shall in all respects be construed in accordance with
and governed by the laws of the State of Illinois. This Assignment may not be amended
or modified except in writing signed by the parties hereto.
6.9. This Assignment may be executed, acknowledged and delivered in any
number of counterparts, each of such counterparts constituting an original but all
together only one Assignment.
IN WITNESS WHEREOF, the City of Elgin, Illinois has caused this Assignment and
Security Agreement to be executed on its behalf by its Mayor and attested and sealed
with the corporate seal of said City by its City Clerk, and American National Bank and
Trust Company of Chicago has caused this Assignment and Security Agreement to be
- 4 -
executed on behalf by its Officer, and attested and sealed with the corporate seal of said
bank all as of the day and year first above written, but actually executed and delivered
on this _day of September, 1984.
CITY OF ELGIN, ILLINOIS
By
Mayor
(SEAL)
Attest:
Village Clerk
AMERICAN NATIONAL BANK AND TRUST
COMPANY OF CHICAGO
By
Its Officer
(SEAL)
Attest:
Its Vice President
The undersigned hereby consents and agrees to all of the terms and provisions of
the above and foregoing Assignment and Security Agreement.
[CORPORATE SEAL] UNIVERSAL CHEMICALS AND COATINGS, INC.
President
ATTEST:
Secretary
- 5 -
T
UNIVERSAL CHEMICALS AND COATINGS, INC.
AGREEMENT
Dated as of September 1, 1984
Re:
$4,000,000 City of Elgin, Illinois
Industrial Development
Revenue Bond (Universal Chemicals and Coatings, Inc, Project)
r 1
Table of Contents
Section Heading
Page
Preliminary Statement 1
1. Commitments for the Loans and Closings 1
1.1. Borrowing by the Company and Description of Direct
Obligation Note 1
1.2 Sale and Description of Bond 2
1.3 Interest Rate 3
1.4 Bond Closing 3
(a) Loan from the Issuer to the Company 3
(b) Proceeds of the Bond to Issuer 3
1.5 Limited Liability of Issuer 4
1.6 Expenses 4
2. Warranties and Representations 5
2.1 Company Warranties and Representations 5
(a) Corporate Organization and Authority 5
(b) Full Disclosure 5
(c) Pending Litigation 5
(d) Title to Properties 5
(e) Borrowing Legal and Authorized 5
(f) No Defaults 6
(g) Governmental Consent 6
(h) Use of Proceeds 6
(i) Compensating Balances 7
(j) Compliance with Law 7
(k) Restrictions on the Company 8
(1) Title to Project 8
(m) Public Purpose 8
(n) Qualification of Project 8
(o) Location of Project 8
(p) No Conflict of Interest 8
(q) Consent of Holders of Other Securities 8
(r) Affiliate Transactions 8
(s) Financial Statements 8
(t) Taxes 9
(u) Private Placement 9
2.2 Issuer Warranties and Representations 9
(a) Organization and Corporate Power 9
(b) Legality of Transaction 9
(c) Inducement Resolution 9
r
(d) Pending Litigation 10
(e) Authorization of Transaction 10
(f) Restriction of Pledges 10
(g) Validity of Bond 10
(h) Use of Proceeds 10
(i) Public Purpose 11
(j) Conflicts 11
(k) No Defaults 11
(1) Governmental Approval 11
(m) Issuer's Existence 11
(n)- Arbitrage 11
(o) Private Placement 11
2.3 Representations and Covenants of the Institutional Lender 12
3. Bond Closing Conditions 12
3.1. Consent of Holders of Other Securities 12
3.2. Company Closing Certificates 12
3.3. Issuer Closing Certificates 12
3.4. Legality of Interest Exclusion 12
3.5. Opinions of Counsel 13
3.6. Documents 13
3.7. Contingent Purchase Agreement 13
3.8. Election of Issuer 13
3.9. Insurance 13
3.10. Proceedings Satisfactory 13
3.11. The Mortgage and the Assignment 13
3.12. Mortgage Title Insurance 14
3.13. Survey 14
3.14. Soil Tests 14
4. Disbursement of Proceeds 14
4.1. Disbursement of Proceeds 14
4.2. Additional Conditions 15
(a) Construction Contract 15
(b) Budget and Construction Schedule 15
(c) Plans and Specifications 15
(d) Architect's Certificate 15
(e) Report of the Institutional Lender's
Inspecting Architect 16
(f) Adequacy of Utilities 16
(g) Permits 16
(h) Additional Documents 16
4.3. Additional Disbursements 16
5. Prepayment of Note 19
5.1 Optional Prepayments Without Premium 19
5.2 Optional Calls by the Institutional Lender 19
5.3 Mandatory Prepayment 19
5.4 Notice of Prepayment 20
5.5 Partial Prepayment 20
5.6. Payment 20
5.7. Surrender of Note on Prepayment 20
6. Prepayment and Redemption of Bond 20
6.1 Prepayments and Redemption 20
6.2 Partial Prepayment 20
6.3 Surrender of Bond on Prepayment 21
7. Bond Proceeds and Investments 21
7.1. Bond Proceeds 21
7.2 Investments 21
8. Company Covenants 21
8.1. Agreement to Acquire and Construct the Project 21
8.2. Additional Payments 22
8.3. No Defense of Set-Off - Unconditional Obligation 22
8.4. Assignment of Issuer's Rights 23
8.5. Right of Access to the Project and Books 23
8.6. The Company to Maintain its Corporate Existence;
Conditions Under Which E 23
8.7. Release and Indemnification Covenants 24
8.8. Damage and Destruction 24
8.9. Condemnation 26
8.10. Tax Exempt Status of Interest on the Bond 27
8.11. Arbitrage 29
8.12. Licenses and Permits 29
8.13. Burdensome Contracts with Affiliates 29
8.14. Maintenance and Repair 29
8.15. Taxes 29
8.16. Finance Charge 30
8.17. Fees of Institutional Lender 30
8.18. Insurance 30
8.19. Limitation on Liens 30
9. Issuer Covenants 30
9.1 Payment of Bond 30
9.2. Warranty of Title 30
9.3. Further Assurances 30
9.4. Arbitrage 30
9.5. Election of Issuer 31
9.6. Information Reporting Requirements 31
10. Financial and Business Information as to Company 31
11. Events of Default 32
11.1. Nature of Events 32
(a) Principal Payments on Note 32
(b) Interest Payments on Note 32
(c) Other Company Defaults 32
(d) Warranties or Representation of Company 32
(e) Defaults on Existing Loans 33
(f) Involuntary Bankruptcy Proceedings Against 33
(g) Voluntary Petition by Company or Any Subsidiary 33
(h) Assignments by Company or Any Subsidiary
for Benefit of Creditors, Etc. 33
(i) Undischarged Final Judgments Against Company
or any Subsidiary 34
(j) Other Debt 34
(k) Principal Payments on Bond 34
(1) Interest Payments on Bond 34
(m) Other Issuer Defaults 34
(n) Warranties or Representations of Issuer 34
11.2. Default Remedies 34
(a) Acceleration of Note and Bond 34
(b) Attorney's Fees 34
(c) Other Actions 35
11.3. Notice of Default 35
11.4. Nonwaiver 35
12. Interpretation of This Agreement 35
12.1. Terms Defined 35
12.2. Directly or Indirectly 36
12.3. Governing Law 37
13. Miscellaneous 37
13.1. Notices 37
13.2. Reproduction of Documents 37
13.3. Survival 37
13.4. Successors and Assigns 37
13.5. Amendments 38
13.6. Duplicate Originals 38
13.7. Payments Due on Saturday, Sundays and Holidays 38
13.8. Severability 38
AGREEMENT
Re:
$4,000,000 City of Elgin, Illinois
Industrial Development Revenue Bond
(Universal Chemicals and Coatings, Inc. Project)
AGREEMENT dated as of September 1, 1984 among CITY OF ELGIN, ILLINOIS, a
municipal corporation and a home rule unit of government of the State of Illinois (the
"Issuer"), UNIVERSAL CHEMICALS AND COATINGS, INC., a Delaware corporation (the
"Company"), and AMERICAN NATIONAL BANK AND TRUST COMPANY OF CHICAGO
(the "Institutional Lender").
Preliminary Statement
The Company requires financing to obtain funds to pay or reimburse the Company
for the payment of the costs of acquiring land and of constructing and equipping a
manufacturing facility within the corporate limits of the Issuer (the "Project"), all as
more fully described in Schedule I hereto. The Company proposes to obtain this financing
through a borrowing from the Issuer in the aggregate principal amount of $4,000,000 to
be evidenced by the Company's Direct Obligation Note described in Section 1.1.
Pursuant to its home rule powers and pursuant to City of Elgin Ordinance No.
S2-80 (the "Act") the Issuer proposes to obtain funds for the loan to the Company through
the sale of the Issuer's revenue bond (as described in Section 1.2) to the Institutional
Lender. The Issuer will pledge and assign its rights hereunder (except its rights to
payment under Sections 1.6, 8.2, 8.7, 9.3 and 11.2(b)), the Direct Obligation Note of the
Company and the Mortgage (hereinafter defined) and the Collateral Assignment dated as
of September 1, 1984 from the Company to the Issuer (the "Collateral Assignment") to
the Institutional Lender under an Assignment and Security Agreement dated as of
September 1, 1984 (the "Assignment") between the Issuer and the Institutional Lender,
substantially in the form attached hereto as Exhibit F. The Mortgage is also security for
the existing loans described in Section 11.1(e) hereof under the terms and conditions set
forth in the Mortgage. The revenue bond of the Issuer will be payable solely out of
payments or prepayments to be made by the Company on the Direct Obligation Note of
the Company. Simultaneous with the expenditure of the proceeds of the revenue bond to
pay, or reimburse the Company for the payment of the costs, for acquisition of the land,
the Company will mortgage the Project to the Issuer in a Mortgage and Security
Agreement (the "Mortgage"), substantially in the form attached hereto as Exhibit H. The
Company will also enter into a Contingent Purchase Agreement dated as of September 1,
1984 (the "Contingent Purchase Agreement") with the Institutional Lender substantially
in the form attached hereto as Exhibit G.
Section 1. Commitments for the Loans and Closings.
1.1 Borrowing by the Company and Description of Direct Obligation Note.
Subject to all the terms and conditions hereof and on the basis of the representations and
warranties hereinafter set forth and subject to the closing of the concurrent sale of the
Issuer's revenue bond by the Issuer to the Institutional Lender pursuant to Section 1.2,
the Issuer agrees to lend to the Company, and the Company agrees to borrow from the
Issuer on the Bond Closing Date provided for in Section 1.4 the principal amount of
$4,000,000 to be evidenced by the Direct Obligation Note (the "Note") of the Company.
The Note will be dated the date of issue and the principal thereon will be repaid on
September 1, December 1, March 1 and June 1 ("Payment Dates") in the amounts as
follows:
Principal Payment for
Payment Date Payment Dates
$20,000 December 1, 1984, March 1, 1985,
June 1, 1985, September 1, 1985
$30,000 December 1, 1985, March 1, 1986,
June 1, 1986, September 1, 1986
$40,000 December 1, 1986, March 1, 1987,
June 1, 1987, September 1, 1987
$50,000 December 1, 1987, March 1, 1988,
June 1, 1988, September 1, 1988
$60,000 December 1, 1988, March 1, 1989,
June 1, 1989, September 1, 1989
$80,000 December 1, 1989 and each Payment Date
thereafter to and including September 1, 1999
The Note will be expressed to bear such interest as specified in Section 1.3 and all unpaid
accrued interest shall be paid on each Payment Date. The Note will be otherwise
substantially in the form attached hereto as Exhibit A.
1.2. Sale and Description of Bond. Subject to all the terms and conditions
hereof and on the basis of the representations and warranties hereinafter set forth, the
Institutional Lender agrees to purchase at par from the Issuer, and the Issuer agrees to
sell at par to the Institutional Lender on the Bond Closing Date, provided for in
Section 1.4 the principal amount of $4,000,000 to be evidenced by the Issuer's Industrial
Development Revenue Bond (Universal Chemicals and Coatings, Inc. Project) in the
principal amount of $4,000,000 (the "Bond"). The Bond will be a non-coupon bond,
payable to the Institutional Lender and dated the Bond Closing Date, and the principal
thereon will be payable on the Payment Dates in the amounts as follows:
Principal Payment for
Payment Date. Payment Dates
$20,000 December 1, 1984, March 1, 1985,
June 1, 1985, September 1, 1985
$30,000 December 1, 1985, March 1, 1986,
June 1, 1986, September 1, 1986
$40,000 December 1, 1986, March 1, 1987,
June 1, 1987, September 1, 1987
- 2 -
$50,000 December 1, 1987, March 1, 1988,
June 1, 1988, September 1, 1988
$60,000 December 1, 1988, March 1, 1989,
June 1, 1989, September 1, 1989
$80,000 December 1, 1989 and each Payment Date
thereafter to and including September 1, 1999
The Bond will be expressed to bear such interest as specified in Section 1.3 and all unpaid
accrued interest shall be paid on each Payment Date. The Bond will be nontransferable
by the Institutional Lender except as a whole and shall be transferable only as provided in
the form of Bond attached hereto as Exhibit B. The Bond will be otherwise substantially
in the form of Exhibit B. If the Bond is transferred the term "Institutional Lender" shall
mean the transferee of the Bond.
1.3. Interest Rate. The Note and Bond shall be expressed to bear interest on
the unpaid principal balance from the date of their issuance at nine and one-half percent
(9 1/2%) per annum through August 31, 1989 and thereafter at a varying rate per annum
which shall be seventy-five percent (75%) of the rate of interest publicly announced from
time to time by the American National Bank and Trust Company of Chicago as its prime
rate (the "Prime Rate") with adjustments in such varying rate to be made on the same •
date as any announced change in the Prime Rate, provided that any changes in the Prime
Rate occurring within 15 days before any Payment Date resulting in an increase or
decrease in the interest which would otherwise be payable on the Note and the Bond on
such Payment Date shall not, if an increase, be payable on such Payment Date, but shall
instead be payable on the next succeeding Payment Date or shall, if a decrease, reduce
the amount which would otherwise be payable on the next succeeding Payment Date.
Interest shall be calculated, for actual days elapsed, on a 360 day year. In the event of a
declaration of default by the Institutional Lender, interest on overdue principal and, to
the extent permitted by law, on overdue interest shall be payable on demand at a rate
equal to the rate otherwise applicable plus three percent (3%) per annum until paid.
1.4. Bond Closing. (a) Loan from the Issuer to the Company. The proceeds of
the loan pursuant to Section 1.1 by the Issuer to the Company shall be made available to
the Company by depositing such proceeds for the benefit of the Company with the
Institutional Lender at or before 2:00 P.M., Chicago time on such date on or before
September 15, 1984, as the Company shall designate by not less than two business days'
prior written notice to the Issuer and the Institutional Lender (the "Bond Closing Date")
in Federal Reserve funds current in Chicago, Illinois, or other immediately available
funds in an amount equal to the principal amount of the Note, all against delivery of the
Note and other showings hereinafter provided for. The Note will be delivered to the
Issuer in the form of a single typewritten Note, payable to the order of the Issuer, in the
principal amount of $4,000,000.
(b) Proceeds of the Bond to Issuer. The proceeds of the Bond shall be made
available for the Issuer (or at the direction of the Issuer, directly to the Institutional
Lender on behalf of the Company) at the time and place of closing under Section 1.4(a)
by payment to the Issuer of Federal Reserve funds current in Chicago, Illinois, or other
immediately available funds in an amount equal to the principal amount of the Bond. The
Bond will be delivered to the Institutional Lender in the form of a single typewritten
fully registered Bond, payable to the Institutional Lender.
- 3 -
1.5. Limited Liability of Issuer. (a) The Bond authorized and issued hereunder and
all payments to be made by the Issuer thereon are not general obligations of the Issuer
but are limited obligations of the Issuer payable solely from the payments or
prepayments by the Company on the Note, and other amounts payable under this
Agreement or the Mortgage.
(b) The Bond is issued pursuant to the home rule powers of the Issuer and
under the Act and is a limited obligation of the Issuer, payable solely out of the revenues
and receipts derived from the Note and otherwise under this Agreement or the
Mortgage. The Bond shall not constitute nor give rise to a general obligation or liability
of the Issuer or a charge against its general credit or taxing powers and does not
constitute an indebtedness or a loan of credit of the Issuer within the meaning of any
constitutional or statutory provision. No holder of the Bond has the right to compel any
exercise of the taxing power of the Issuer to pay the Bond or the interest thereon.
1.6. Expenses. Whether or not the Bond is sold, the Company will from time to
time upon request of the Issuer or the Institutional Lender, as the case may be, pay all
expenses of the Issuer or the Institutional Lender, as the case may be, relating to the
transactions contemplated by this Agreement, including but not limited to:
(a) the reasonable fees and disbursements of bond counsel;
(b) the out-of-pocket expenses of the Issuer and all fees and
charges of the Issuer incident to the transactions contemplated by this
Agreement, including fees of Issuer's counsel;
(c) all expenses, including attorneys' fees, relating to any
amendments, waivers or consents pursuant to the provisions of, or any
other action deemed by the Issuer to be necessary or appropriate in
connection with its obligations under the Agreement and the Note,
whether incurred or expended prior or subsequent to the issuance and sale
of the Bond; and
(d) all taxes in connection with the execution and delivery of this
Agreement, the Mortgage, the Assignment, the Note or the Bond or the
Contingent Purchase Agreement, whether or not the Note is then
outstanding, all expenses of the Institutional Lender, including but not
limited to attorneys' fees, all taxes, assessments, recording, filing and
registration fees, all registration taxes, title insurance premiums,
construction escrow charges, architects' fees, appraisal, survey or
inspection fees and charges and all costs of performance and payment of
the Bond and all recording and filing fees relating to the pledge and
assignment of the Note or the mortgaging of the Project and all expenses,
including reasonable attorneys' fees, relating to any amendments, waivers
or consents pursuant to the provisions hereof, the Assignment, the Note,
the Bond, the Mortgage, the Collateral Assignment, the Contingent
Purchase Agreement or the Construction Loan Escrow Agreement.
The obligations of the Company under this Section 1.6 shall survive the payment or
prepayment of the Bond and the termination of this Agreement.
- 4 -
Section 2. Warranties and Representations.
2.1. Company Warranties and Representations. The Company warrants and
represents to the Institutional Lender that:
(a) Corporate Organization and Authority. The Company
(1) is a corporation duly organized, validly
existing and in good standing under the laws of the State of
Delaware and has duly qualified and is authorized to do
business and is in good standing as a foreign corporation in
Illinois;
(2) has all requisite power and authority to own
and operate its properties and to carry on its business as
now conducted and as presently proposed to be conducted.
(b) Full Disclosure. Neither this Agreement nor any written
statement furnished by the Company to the Institutional Lender in
connection with the negotiation of the sale of the Bond, contains any
untrue statement of a material fact or omits a material fact necessary to
make the statements contained therein or herein not misleading. There is
no fact which the Company has not disclosed to the Institutional Lender in
writing which materially affects adversely nor, so far as the Company can
now foresee, will materially affect adversely the properties, business,
prospects or condition (financial and otherwise) of the Company' or the
ability of the Company to pay the Note or to perform this Agreement, the
Mortgage, or the Contingent Purchase Agreement.
(c) Pending Litigation. There are no proceedings pending, or to
the knowledge of the Company threatened, against or affecting the
Company in any court or before any governmental authority which involve
the possibility of materially and adversely affecting the business or
condition (financial or otherwise) of the Company, or the ability of the
Company to pay the Note or perform this Agreement, the Mortgage, or
the Contingent Purchase Agreement. The Company is not in default with
respect to any order of any court or governmental authority.
(d) Title to Properties. Upon acquisition of the Project, the
Company will have good and marketable title in fee simple to the real and
personal property subject to the Mortgage and has good title to all its
other property.
(e) Borrowing Legal and Authorized. The consummation by the
Company of the transactions provided for in this Agreement and
compliance by the Company with the provisions of this Agreement, the
Mortgage, the Collateral Assignment, the Contingent Purchase
Agreement and the Note:
(1) are within the corporate powers and have
been duly authorized by all necessary corporate action on
the part of the Company; and
- 5 -
(2) will not result in any breach of any of the
terms, conditions or provisions of, or constitute a default
under, or result in the creation or imposition of any lien,
charge or encumbrance upon any property or assets of the
Company pursuant to any indenture, loan agreement or
other instrument (other than this Agreement) to which the
Company is a party or by which the Company may be
bound, nor will such action result in any violation of the
provisions of the Certificate of Incorporation or By-Laws
of the Company.
(f) No Defaults. No event has occurred and no condition exists
which, upon the execution of this Agreement, the Contingent Purchase
Agreement, the Collateral Assignment or the Mortgage or upon the
issuance of the Note, would constitute a default or an event of default.
The Company is not in violation in any material respect and has not
received notice of any claimed violation of any term of any agreement,
charter instrument, Certificate of Incorporation, by-law or other
instrument to which it is a party or by which it is bound.
(g) Governmental Consent. Neither the nature of the Company
nor any of its activities or properties, nor any relationship between the
Company and any other person, nor any circumstances in connection with
this Agreement, the Contingent Purchase Agreement, the Collateral
Assignment, the Mortgage or the Note or the performance or observance
of any covenant or agreement required to be observed or performed by
the Company under this Agreement, the Collateral Agreement, the
Mortgage, the Contingent Purchase Agreement or the Note, is such as to
require a consent, approval or authorization of or filing registration or
qualification with, any governmental authority on the part of the
Company as a condition to the execution and delivery of this Agreement,
the Collateral Assignment, the Mortgage, the Contingent Purchase
Agreement or the offer, sale or delivery of the Note.
(h) Use of Proceeds. (1) The Company will apply the proceeds of
the loan from the Issuer solely for the purpose of providing funds to pay or
reimburse the Company for the payment of Costs of the Project. None of
the transactions contemplated by this Agreement (including without
limitation thereof, the use of the proceeds of the Note) will violate or
result in a violation of Section 7 of the Securities Exchange Act of 1934,
as amended, including without limitation, Regulations G, T and U of the
Board of Governors of the Federal Reserve System, 12 C.F.R.,
Chapter II. The Company will not use any of the proceeds of the Note to
purchase or carry any "margin security" within the meaning of said
Regulation G or in any manner that would cause the Bond to be an
"arbitrage bond" within the meaning of Section 103(c) of the Code and
Treasury Regulations, Sections 1.103-13, 1.103-14 and 1.103-15.
(2) The estimated construction Costs of the Project are as set
forth in Schedule I hereto, and have been determined in accordance with
sound engineering and accounting principles.
- 6 -
(3) The Project consists and will consist of those facilities
generally described in Schedule I hereto and no changes shall be made in
the Project or in the operation thereof which will impair the exclusion of
interest on the Bond from the gross income of the owner of the Bond for
federal income tax purposes.
(4) At least 90% of the Costs of the Project to be financed from
Bond proceeds constitute amounts which will be charged to the Project's
capital account or which would be so chargable either with a proper
election by the Company under the Code or but for a proper election by
the Company under the Code to deduct such amount and were paid and
incurred after April 11, 1983 ("Qualified Costs").
(5) The proceeds of the Note will not be used to provide working
capital for the Company within the meaning of Section 103(b) of the
Code.
(6) The Company represents and warrants that it will comply
with all the terms and conditions of the Construction Loan Escrow
Agreement dated as of , 1984 between the
Institutional Lender and the Construction Loan Escrow Agent (the
"Construction Loan Escrow Agreement").
(i) Compensating Balances. The Company shall maintain with the
Institutional Lender average available demand deposits ("Required
Deposits") as follows: On October 1, 1984 the Required Deposits shall be
not less than $100,000.00; thereafter the Required Deposits will be
increased on the first day of each month at a rate of $10,000.00 per
month until the Required Deposits are not less than $200,000.00;
thereafter, so long as the Bond remains outstanding, the Required
Deposits shall be maintained at not less than $200,000.00. On December
30, 1984 and each March 30, June 30 and September 30 thereafter so long
as the Bond remains outstanding, the Company, to the extent the
Required Deposits are not maintained, shall pay to the Institutional
Lender a balance deficiency fee on the shortfall in the Required Deposits
equal to the daily average prime rate announced by the Institutional
Lender in effect for the preceding quarter plus one percent (1%).
(j) Compliance with Law. The Company
(1) is in compliance with all laws, ordinances,
governmental rules and regulations to which it is subject, and
(2) has obtained or will obtain all licenses, permits,
franchises or other governmental authorizations necessary to the
ownership of its property or to the conduct of its activities,
non-compliance with which or failure to obtain which might materially
adversely affect the ability of the Company to conduct its activities as
presently conducted or the condition (financial or otherwise) of the
Company.
- 7 -
(k) Restrictions on the Company. The Company is not a party to
any contract or agreement, or subject to any charter or other corporate
restriction, which materially and adversely affects its business.
(1) Title to Project. The Company has or upon acquisition will
have title to the Project sufficient for its purposes.
(m) Public Purpose. The acquisition and construction of the
Project will create new employment opportunities in the City of Elgin,
Illinois.
(n) Qualification of Project. The Company intends to utilize or
cause the Project to be utilized to the expiration or earlier termination of
this Agreement as provided herein, as a manufacturing facility.
(o) Location of Project. The Project is located wholly within the
corporate limits of the City of Elgin, Illinois.
(p) No Conflict of Interest. No member of the governing body of
the Issuer, nor any elected or salaried officer or official of the Issuer has
any interest (financial, employment or other) in the Company or in the
real estate held by Chicago Title and Trust Company, as trustee under a
Land Trust Agreement dated May 17, 1983, commonly known as
Trust No. 1083846, (the "Land Trust") or the transactions contemplated by
this Agreement.
(q) Consent of Holders of Other Securities. All consents or
approvals required to be obtained from any holder or holders of any
outstanding security of the Company and any amendments of any
agreement pursuant to which any security has been issued which shall be
necessary to permit the consummation of the transactions contemplated
hereby have been obtained.
(r) Affiliate Transactions. The Company is not a party to any
contract or agreement with any of its affiliates in terms and conditions
which are less favorable to the Company than would be usual and
customary in similar contracts or agreements between persons, firms or
corporations not affiliated with each other.
(s) Financial Statements. The financial statements of the
Company for the fiscal years 1982 and 1983 including balance sheets as of
June 30 of such years, and the related statements of operations,
stockholders equity and changes in financial position for the years then
ended, and the interim financial statements of the Company as of
December 31, 1983 and March 31, 1984 heretofore furnished to
Institutional Lender, truly and accurately reflect the financial condition
of the Company as of said dates and the results of operations for the
periods covered thereby. The Company has no material contingent
liabilities other than as indicated on said financial reports except as
created in the ordinary course of business and since March 31, 1984, and
there have been no material adverse changes in the condition or
prospects, financial or otherwise, of the Company.
- 8 -
(t) Taxes. The Company has paid and discharged all taxes, rates,
assessments, fees and governmental charges due from the Company. No
objections to or controversies in respect of the United States federal
income tax returns of the Company are pending or threatened for any
fiscal year.
(u) Private Placement. Neither the Company nor any agent
thereof has offered the Bond or any similar security to any person other
than the Institutional Lender.
2.2. Issuer Warranties and Representations. The Issuer warrants and
represents to the Institutional Lender that:
(a) Organization and Corporate Power. The Issuer
(i) is a municipality duly organized and existing
under the applicable laws of the State of Illinois and is a
home rule unit of government existing under the provisions
of Section 6(a) of Article VII of the 1970 Constitution of
the State of Illinois; and
(ii) has all requisite power and authority
pursuant to its home rule powers, to issue the Bond for the
purposes for which it is to be issued, to loan the proceeds
thereof to the Company as evidenced by the Note, to enter
into this Agreement and to pledge and assign its rights
hereunder (except its rights to payments under
Sections 1.6, 8.2, 8.7, 9.3 and 11.2(b)), the Note, the
Collateral Assignment and the Mortgage to the
Institutional Lender under and pursuant to the provisions of
the Assignment as security for the payment of the
principal of and interest on the Bond.
(b) Legality of Transaction. The sale of the Bond by the Issuer and
compliance by the Issuer with all of the provisions of this Agreement, the
Assignment and the Bond:
(i) are within the power of the Issuer, and
(ii) are legal and will not conflict with, result in
any breach by the Issuer in any of the provisions of or
constitute a default under any existing law, court or
administrative regulation, decree or order or any
agreement, indenture, mortgage, lease or other instrument
to which the Issuer is a party or by which it may be bound.
(c) Inducement Resolution. The City Council of the Issuer
passed and approved the Inducement Resolution prior to June 19,
1984.
- 9 -
(d) Pending Litigation. There are no proceedings pending or, to
the knowledge of the Issuer, threatened against or affecting the Issuer in
any court or before any governmental authority or arbitration board or
tribunal which involve the possibility of an unfavorable decision, ruling or
finding which would adversely affect (i) the transactions contemplated
hereby or the validity of the Bond, the Assignment, the Mortgage, the
Collateral Assignment, this Agreement or any agreement or instrument to
which the Issuer is a party and which is used or contemplated for use in
the consummation of the transactions contemplated hereby, or (ii) the
excludability of the interest on the Bond from the gross income of the
owner of the Bond for federal income tax purposes. Neither the corporate
existence of the Issuer nor the titles of the officials of the Issuer to their
respective offices are being contested. The Issuer is not in default with
respect to any order of any court, governmental authority or arbitration
board or tribunal or under any agreement, indenture, mortgage, lease or
other instrument to which the Issuer is a party or by which it may be
bound where such default would in any way have an adverse effect on the
transactions contemplated by this Agreement.
(e) Authorization of Transaction. The Issuer has duly authorized
or, prior to the Closing, shall have duly authorized: (i) the issuance and
sale of the Bond upon the terms set forth herein, (ii) the loan of the
proceeds of the Bond to the Company; (iii) the pledging and assigning by
the Issuer pursuant to the provisions of the Assignment of its rights
hereunder (except its rights to payments under Sections 1.6, 8.2, 8.7, 9.3
and 11.2(b)), the Note, the Mortgage and the Collateral Assignment; (iv)
the execution, delivery and receipt of this Agreement, the Assignment,
the Bond and any and all such other agreements and documents as may be
required to be executed, delivered and received by the Issuer in order to
carry out, give effect to and consummate the transactions contemplated
hereby; and (v) the effectuation and consummation of the transactions
contemplated by this Agreement and the Assignment.
(f) Restriction of Pledges. The Issuer has not pledged and will not
pledge its interest in this Agreement (except its rights to payments under
Sections 1.6, 8.2, 8.7, 9.3 and 11.2(b)), the Note, the Mortgage and the
Collateral Assignment other than to secure the Bond.
(g) Validity of Bond. The Bond, when issued, delivered and paid for
as herein provided, will have been duly authorized and issued and will
constitute the valid and binding obligation of the Issuer enforceable in
accordance with its terms and will be entitled to the benefits of this
Agreement, the Mortgage, the Collateral Assignment and the Assignment
(subject to the limitations referred to in Sections 1.5 and 9.1 hereof and
subject to any applicable bankruptcy, reorganization, insolvency,
moratorium or other law affecting the enforcement of creditors' rights
generally or affecting state agencies, municipalities or authorities, such
as the Issuer, from time to time in effect).
(h) Use of Proceeds. The Issuer will apply the proceeds from the
sale of the Bond to the loan to the Company under and pursuant to this
Agreement which the Company represents and warrants will be used to
- 10 -
pay or reimburse the Company for the payment of the Costs of the
Project in accordance with the Agreement and the Construction Loan
Escrow Agreement. So long as the Bond remains outstanding, and except
as may be authorized by this Agreement, the Issuer will not issue or sell
any bonds, notes or other obligations, other than the Bond sold hereunder,
the interest or principal of which will be payable from payments upon the
Note and other amounts payable by the Company to the Issuer under this
Agreement or which shall be secured by any pledge or assignment or other
lien upon the Project or the Note.
(1) Public Purpose. The Issuer hereby finds and determines that
financing the Project by the issuance of the Bond will further its public
purposes in that it will create and retain employment opportunities within
the corporate boundaries of the Issuer and encourage economic
development therein, thereby reducing the evils attendant upon
unemployment and providing for the increased welfare and prosperity of
the residents of the Issuer.
(j) Conflicts. No member of the governing body of the Issuer nor
any elected or salaried officer of the Issuer has any interest (financial,
employment or other) in the Company, the Land Trust, the Institutional
Lender or the transactions contemplated by this Agreement.
(k) No Defaults. The Issuer is not in default in any material
respect under any agreement or instrument to which it is a party or by
which it may be bound where such default would in any way have an
adverse effect on the transactions contemplated by this Agreement. No
event has occurred and no condition exists which, upon the issuance of the
Bond, would constitute a default or an event of default hereunder.
(1) Governmental Approval. No approval, consent or withholding
of objection on the part of any regulatory body, federal, state or local, is
required in connection with (i) the issuance and sale of the Bond in the
manner herein provided for or (ii) the execution or delivery of or
compliance by the Issuer with the terms and provisions hereof and of the
Assignment, and the consummation of the transactions set forth in the
foregoing clauses (i) and (ii) in the manner and under the terms and
provisions as herein provided will comply with the provisions of any and
all applicable state, local or federal laws and any rules and regulations
promulgated thereunder by any regulatory authority or agency.
(m) Issuer's Existence. The Issuer will do or cause to be done all
things necessary to preserve and keep in full force and effect its
existence.
(n) Arbitrage. The Issuer has not been notified of any listing or
proposed listing of it by the Internal Revenue Service as a bond issuer
whose arbitrage certifications may not be relied upon.
(o) Private Placement. The Issuer has not offered the Bond or any
similar security to any person other than the Institutional Lender.
- 11 -
2.3. Representations and Covenants of the Institutional Lender.
(a) The Institutional Lender represents to the Issuer and the
Company that (i) it is purchasing the Bond for its own account for
investment, as evidence of a loan made in the ordinary course of its
banking business, and with no present intention of distributing or reselling
the Bond or any part thereof, provided that the disposition of the property
of the Institutional Lender shall at all times be within its control and
(ii) it has not relied upon the Issuer for any information or data with
respect to the Company, its operations or its properties, including the
costs which will be financed with the proceeds of the loans hereunder.
(b) The Institutional Lender shall note on the payment record
attached to the Bond and the Note the date and amount of payment of
each principal installment and interest then being paid and of interest
theretofore paid and not yet noted thereon, and upon request of the
Company or the Issuer, the Bond and the Note shall be available for
inspection by the Company or the Issuer during normal banking hours at
the offices of the Institutional Lender at 33 North LaSalle Street,
Chicago, Illinois, 60690.
Section 3. Bond Closing Conditions.
The obligation of the Issuer to make the loan to the Company provided for in
Section 1.1 and the obligation of the Institutional Lender to purchase the Bond as
provided for in Section 1.2 shall be subject to the following conditions precedent:
3.1. Consent of Holders of Other Securities. Any consents or approvals required
to be obtained from any holder or holders of any outstanding security of the Company
and any amendments of any agreements pursuant to which any security may have been
issued which shall be necessary to permit the consummation of the transactions
contemplated hereby shall have been obtained and all such consents or amendments shall
be satisfactory in form and substance to the Institutional Lender.
3.2. Company Closing Certificates. The warranties and representations contained
in Section 2.1 shall be true in all material respects on the Bond Closing Date with the
same effect as though made on and as of said date; and the Issuer and the Institutional
Lender shall have received a certificate dated the Bond Closing Date, signed by the
President, a Vice President or principal financial officer of the Company to that effect.
3.3. Issuer Closing Certificates. The warranties and representations contained in
Section 2.2 shall be true in all material respects on the Bond Closing Date with the same
effect as though made on and as of that date; and the Institutional Lender shall have
received a certificate dated the Bond Closing Date signed by an authorized official of
the Issuer to that effect; and the Institutional Lender shall have received an "arbitrage"
certificate of the Issuer signed by an authorized official of the Issuer in form and
substance reasonably satisfactory to bond counsel and the Institutional Lender.
3.4. Legality of Interest Exclusion. Between the date of execution and delivery
of this Agreement and the Bond Closing Date, there shall have been no legislation
enacted or actively considered for enactment by the Congress, or recommended for
- 12 -
enactment by the Congress or recommended to the Congress for passage by the president
of the United States, or favorably reported for passage to either House of the Congress
by any committee of such House to which such legislation has been referred for
consideration, nor shall a decision by a court of the United States or the United States
Tax Court have been rendered, or a ruling, regulation or official statement by or on
behalf of the Treasury Department of the United States, the Internal Revenue Service or
other governmental agency have been made, or proposed to be made with respect to
federal taxation upon revenues or other income of the general character to be derived by
the issuer under this Agreement or by any similar body, or upon interest or obligations of
the general character of the Bond, nor shall other action or events have transpired which
may have the purpose or effect, directly or indirectly, of changing the federal income
tax consequences of any of the transactions contemplated in connection herewith.
3.5. Opinions of Counsel. The Issuer and the Institutional Lender shall have
received the opinions of Sachnoff, Weaver & Rubenstein, Ltd., counsel for the Company,
Erwin W. Jentsch, counsel for the Issuer, and Friedman & Koven, bond counsel, dated in
each case the Bond Closing Date, which are described in Exhibits C, D and E,
respectively, to this Agreement.
3.6. Documents. This Agreement, the Assignment, the Contingent Purchase
Agreement, the Construction Loan Escrow Agreement and the Note shall have been duly
authorized, executed and delivered by the parties thereto and shall constitute the legal,
valid and binding obligations of such parties, enforceable in accordance with their
respective terms. The Institutional Lender shall have received the Note (duly endorsed
by the Issuer to the order of the Institutional Lender), the Bond and fully executed
counterparts of this Agreement, the Assignment and the Contingent Purchase Agreement
in form and substance satisfactory to it.
3.7. Contingent Purchase Agreement. The warranties and representations
contained in Section 2 of the Contingent Purchase Agreement shall be true in all
material respects as of the Bond Closing Date.
3.8. Election of Issuer. The Issuer shall have duly elected to have the provisions
of Section 103(b)(6)(D) of the Code apply to the issuance of the Bond, and such election
shall have been made in accordance with the applicable regulations or procedures of the
Internal Revenue Service.
3.9 Insurance. The Institutional Lender and the Issuer shall have received from
the Company evidence of insurance coverages with such companies and under such terms
as are satisfactory to the Institutional Lender.
3.10. Proceedings Satisfactory. All proceedings taken in connection with the
borrowing by the Company, the issuance of the Note, the borrowing by the Issuer and the
issuance of the Bond and all documents and papers relating thereto shall be satisfactory
to the Issuer, the Institutional Lender and bond counsel. The Issuer, the Institutional
Lender and bond counsel shall have received copies of such documents and papers as they
may reasonably request in connection therewith, all in form and substance satisfactory to
the Issuer, the Institutional Lender and bond counsel.
3.11. The Mortgage and the Assignment. The Mortgage and the Collateral
Assignment (and/or financing statements or similar notice thereof, if and to the extent
permitted or required by applicable law) shall have been executed substantially in the
- 13 -
•
form of Exhibit H and Exhibit I respectively and recorded or filed in such public offices
as may be deemed necessary or appropriate by the Institutional Lender in order to
perfect the security interest in the Note, the Mortgage and the Collateral Assignment as
provided by the Assignment and in order to constitute the Mortgage as a first mortgage
lien and fully perfected security interest on the land, buildings and fixtures which are
real property and a full perfected security interest in and to the personal property that
constitutes the Premises under the Mortgage.
3.12. Mortgage Title Insurance. The Company, at its own cost and expense will
procure and deliver to the Institutional Lender a Construction Loan Policy of Title
Insurance (ALTA-1975) (the "Title Policy") issued by Ticor Title Insurance Company
dated as of Closing in the aggregate principal amount of $4,000,000, showing good and
marketable fee simple title to the real property subject to the Mortgage to be in the
Company and containing construction, mechanics' lien, pending disbursements, usury,
zoning, doing business, comprehensive and other endorsements as required by the
Institutional Lender, subject only to the exceptions as have been approved in writing by
the Institutional Lender and shall also guarantee the Institutional Lender against all loss
or damage sustained by reason of the Mortgage not being a first and paramount lien at
the date of such policy upon property therein described and which policy shall cover the
date of recording of the Mortgage, and shall otherwise be in form and substance
satisfactory to the Institutional Lender.
3.13. Survey. The Institutional Lender shall have received five (5) copies of a
satisfactory survey of the real estate legally described in the Mortgage prepared and
certified by a registered surveyor as of a date not earlier than May 2, 1984 and showing
(i) the boundaries of the real estate, (ii) the area of the real estate to the nearest 1/100
of an acre, (iii) the location of all existing and proposed improvements on the real estate
and other physical matters affecting title and use of the real estate, including, but not
limited to, the absence or location of set-back lines, encroachments, rights-of-way,
easements, utilities, water courses, drains, sewers, roads or driveways and other matters
of interest to the Institutional Lender, with courses and distances so as to permit a
verbal description of the Real Estate and other items noted in the survey. In addition,
the survey shall show the names and widths of streets with the distance from the nearest
corner to the beginning point of the property surveyed, shall be in compliance with the
most recent standards of the American Land Title Association ("ALTA") and shall contain
a certificate signed by the surveyor, dated as of the date the survey was made, as to the
survey and a legal description which shall be certified for the benefit of the Issuer, the
Institutional Lender and Ticor Title Insurance Company. Survey defects may be waived
by the Institutional Lender if the Company provides the Institutional Lender with a
satisfactory title insurance endorsement insuring against loss or damage on account of
such defects.
3.14. Soil Tests. The Institutional Lender shall have received soil test reports
indicating to its satisfaction that the real estate will support the improvements to be
constructed thereon, according to the approved plans and specifications and the final
Budget.
Section 4. Disbursement of Proceeds.
4.1 Disbursements Upon Closing. Provided that the conditions set forth in
Section 3 hereof have occurred, the proceeds of the Bond shall be disbursed for the
following purposes:
- 14 -
(a) Payment of the initial commitment fee of the Institutional
Lender in the amount of $40,000.
(b) Payment of, or reimbursement for, legal, financial and
accounting fees and expenses, including fees and disbursements of counsel
for the Issuer, counsel for the Institutional Lender and bond counsel, fees
of the Issuer, if any, and payment of, or reimbursement for, all fees, costs
and expenses for the preparation of this Agreement, the Mortgage, the
Collateral Assignment, the Assignment and the Contingent Purchase
Agreement, and other related documents used in connection with the sale
of the Bond and the Bond.
(c) Payment to the Company of such amounts, if any, as shall be
necessary to reimburse the Company for advances and payments made by
it at any time prior to or after the delivery of the Bond for expenditures
in connection with the preparation of plans and specifications for the
Project (including any preliminary study or planning of the Project or any
aspect thereof).
(d) Payment or reimbursement of the fees, if any for
architectural, engineering, legal, printing, underwriting, investment
banking and supervisory services with respect to the Project or in
connection with the sale, issuance and delivery of the Bond.
4.2 Additional Conditions. There is hereby created a Construction Fund (the
"Construction Fund") into which the Institutional Lender shall disburse the remaining
proceeds of the Bond on behalf of the Company for the Costs of the Project, provided
that, in addition to the conditions set forth in Section 3 hereof, the following conditions
precedent shall have occurred:
(a) Construction Contract. The Institutional Lender shall have •
received from the Company a satisfactory construction contract (the
"Construction Contract") with a guaranteed maximum price of Two
Million Five Hundred Thousand Dollars ($2,500,000).
(b) Budget and Construction Schedule. The Institutional Lender
shall have received from the Company a satisfactory budget specifying all
costs related to the Project (the "Budget"), together with a construction
schedule. The Company shall also have submitted and the Institutional
Lender shall have approved a list of subcontractors and suppliers for the
Project with copies of subcontracts, all in a form satisfactory to the
Institutional Lender at fixed prices or guaranteed maximum prices in the
aggregate not exceeding any applicable cost categories in the Budget.
(c) Plans and Specifications. The Institutional Lender shall have
received from the Company a satisfactory set of plans and specifications
for the Project, certified by the Company's architect, whose contract
shall also have been approved by the Institutional Lender.
(d) Architect's Certificate. The Institutional Lender shall have
received a Certificate of the Company's architect certifying to the effect
- 15 -
that: (i) when completed the Project will comply with all currently
applicable laws, ordinances, rules and regulations, and with all covenants,
conditions, easements and restrictions to which the Project is subject; (ii)
except as permitted by the last sentence of Section 4.2(j) hereof, any and
all required licenses, certificates, consents and permits for, and approvals
of, the Project and the Plans and Specifications have been issued by all
governmental and private authorities having jurisdiction thereof, and all
fees due in connection with the foregoing have been paid; (iii) there is
adequate and sufficient water, storm sewer, sanitary sewer, gas,
electrical and telephone service available to the Project without the
necessity of any off-site improvements whatsoever, and without the
necessity of any on-site improvements other than those provided for in
the approved Plans and Specifications and the final Budget, and that
Universal has obtained all permits and consents necessary for connection
with and service from the aforesaid utilities and municipal services.
(e) Report of the Institutional Lender's Inspecting Architect. The
Institutional Lender shall have received a report satisfactory to the
Institutional Lender from its inspecting architect approving the Plans and
Specifications, Budget, and such other construction documentation and
information furnished to the Institutional Lender in connection with this
transaction as the Institutional Lender shall require; provided that, if a
report has not been received within 14 days after the Institutional Lender
has received such Plans and Specifications and Budget, such Plans and
Specifications and Budget shall be considered approved by the
Institutional Lender.
(f) Adequacy of Utilities. The Institutional Lender shall have
received such engineer's reports and other evidence as it may require,
establishing to its satisfaction, the adequacy and quantity, quality and
capacity of sewers, water supply, gas, electrical and other services to be
furnished to the Project, both for the construction and use of the Project.
(g) Permits. The Company shall have obtained from the
appropriate governmental and private agencies all permits, certificates,
consents and approvals necessary for the construction of the Project and
the full use of the Project after completion of construction, including,
without limitation, those pertaining to zoning, buildings, utility service,
fire safety, land and water use, subdivision control, environmental
protection, occupational health and safety and flood hazard. If any of
such permits, certificates, consents or approvals cannot by law be
obtained prior to the commencement or completion of construction, the
Company shall establish to the satisfaction of the Institutional Lender
that it will be able and qualified to obtain such permits, certificates,
consents or approvals upon or prior to completion of construction.
(h) Additional Documents. Such other documents, instruments,
assignments and estoppels, as the Institutional Lender may require.
4.3. Additional Disbursements. Provided that the conditions set forth in Section 3
and Section 4.2 hereof have occurred, the proceeds of the Bond shall be disbursed by the
Institutional Lender or by the escrow trustee pursuant to the Construction Loan Escrow
- 16 -
Agreement on behalf of the Company for the following purposes (but, subject to the
provisions of Section 7.2, for no other purpose):
(a) Payment of, or reimbursement for, the costs of acquisition of
the land described in Schedule 1 hereto, and for the expenses incidental
thereto.
(b) Payment or reimbursement for labor, services, materials and
supplies used or furnished in site improvement and in the construction,
acquisition and equipping of the Project, all as provided in the plans,
specifications and work orders therefor; payment of, or reimbursement
for, the cost of the construction, acquisition and installation of utility
services or other facilities, and acquisition and installation of all real and
personal property deemed necessary in, connection with the Project and
payment for the miscellaneous capitalized expenditures incidental to any
of the foregoing items.
(c) To the extent not paid by the contractor for construction or
installation with respect to any part of the Project, payment of or
reimbursement for, the premiums on all insurance required to be taken
out and maintained during the Construction Period as herein defined.
(d) Payment of the taxes, assessments and other charges, if any,
that may become payable during the Construction Period with respect to
the Project, or reimbursement thereof if paid by the Company.
(e) Payment of, or reimbursement for, expenses incurred in
seeking to enforce any remedy against any contractor or subcontractor in
respect of any default under a contract relating to the Project.
(f) Interest on the Bond during the Construction Period as herein
defined.
(g) All remaining proceeds (including investment proceeds) of the
Bond, if any, after the Completion Date or after an acceleration under
Section 11.2(a) hereof, and after payment or provision for payment of all
other items provided for in the preceding Section 4.1 and subsections (a)
to (f) hereof, inclusive, shall be deposited by the Institutional Lender in a
separate escrow account and used to prepay the Bond in whole or in part
on the next succeeding payment date provided that, none of such
remaining proceeds may be used to prepay the Bond unless and until the
Institutional Lender has. been furnished with an opinion of nationally
recognized bond counsel mutually acceptable to the Company, the Issuer
and to the Institutional Lender, to the effect that such use is lawful under
the home rule powers of the Issuer and does not adversely affect the
exclusion from gross income for federal income tax purposes of the
interest on the Bond; and provided further that, until used for such
purpose, such remaining moneys may be invested in investments
authorized by Section 7.2, but may not be invested to produce a yield on
such moneys (computed from the Completion Date and taking into
account any investment of such moneys during the period from the
Completion Date until such moneys were deposited in such escrow
- 17 -
account) greater than the yield on the Bond, all as such terms are used in
and determined in accordance with Section 103(c) of the Code and
regulations promulgated thereunder.
Each of the payments referred to in this Section, other than the payment referred
to in subsection (f), shall be made monthly upon receipt by the Institutional Lender and
the escrow trustee of a requisition signed by the authorized Company representative
which shall state with respect to each payment to be made: (1) the requisition number,
(2) the name and address of the person, firm or corporation to whom payment or
reimbursement is due, which may be the Institutional Lender or the Company, (3) the
amount to be paid, (4) that substantially all (at least 90%) of the amounts previously
disbursed and to be disbursed pursuant to such requisition are to defray Qualified Costs
of the Project, (5) that each obligation mentioned therein has been properly incurred, is a
proper charge against the proceeds of the Bond, is unpaid, and has not been the basis of
any previous disbursement from the proceeds of the Bond, (6) that except for the amount,
if any, stated pursuant to the foregoing clause (3) in such certificate to be due for
services or materials to the particular supplier, there is no outstanding indebtedness to
the particular supplier known to the person signing such certificate, after due inquiry,
which is then due for labor, wages, materials, supplies or services in connection with such
construction which, if unpaid, might become the basis of any lien upon the Project, (7)
that there has not been filed with respect to the Project or any part thereof any vendor's,
mechanic's, laborer's materialman's or other lien which has not been discharged of
record, except such as will be discharged by payment of the amount then requested or
are being contested in accordance with the Mortgage, (8) that no event of default exists
under this Agreement, and that no notice has been given to the Company of a default
hereunder which has not been corrected, and (9) be accompanied by such other showings
(including contractor's statements, affidavits, liens waivers, title policy date-down
endorsements and attorney's opinions) as may be reasonably requested by the Institutional
Lender or required pursuant to the Construction Loan Escrow Agreement or are
customarily required by prudent lenders for disbursements under commercial real estate
and equipment financing.
In making any such payment from the proceeds of the Bond, the Issuer and the
Institutional Lender may rely on such requisitions delivered to the Institutional Lender,
and the Institutional Lender shall be relieved of all liability with respect to making such
payments in accordance with the foregoing.
The Institutional Lender will establish a construction escrow into which moneys
from the Construction Fund will be paid for disbursements under the terms and
conditions of the Construction Loan Escrow Agreement entered into concurrently
herewith.
No change in any cost categories set forth in the final Budget shall be made
without the Institutional Lender's prior written approval. Sufficient undisbursed Bond
proceeds must remain in each cost category, in the Institutional Lender's discretion, to
complete construction of the Project, provided that the Institutional Lender shall at all
times have the right to allocate the Bond proceeds as requested per requisition. If at any
time, in the Institutional Lender's discretion, undisbursed proceeds of the Bond are
insufficient to complete construction of the Project, the Company shall, within ten (10)
days after written notice from the Institutional Lender, deposit with the Institutional
Lender the amount of any such deficiencies which, in turn, may be deposited in the
construction escrow created pursuant to the Construction Loan Escrow Agreement.
- 18 -
Section 5. Prepayment of Note.
5.1. Optional Prepayments Without Premium. The Company shall have the
option to prepay the Note in whole at any time or in part on any Payment Date from any
source at the principal amount thereof, without premium, plus accrued interest to the
prepayment date, provided, however, that partial prepayments shall be in $5,000
increments.
5.2. Optional Calls by the Institutional Lender. At the option of the
Institutional Lender, the Company shall be obligated to prepay the Note as a whole on
September 1, 1989 or September 1, 1994 at the remaining principal amount thereof,
without premium, plus accrued interest to the date of prepayment. Unless the
Institutional Lender shall otherwise consent, the Company shall also be obligated to
prepay the Note in whole at the option of the Institutional Lender at any time that the
chief executive officer of the Company is anyone other than Yenson E. Chin or one of
the two sons of Yenson E. Chin employed by the Company as of the date hereof. The
Institutional Lender shall call for prepayment under this subsection by giving notice of
such call to the Company and the Issuer, not less than 120 days nor more than 360 days
before said date. Notice of any such call for prepayment shall specify (a) the date of the
prepayment, (b) the section of this Agreement under which the call for prepayment is
made, (c) the principal amount of the Note to be prepaid on such date, and (d) the
accrued interest applicable to the prepayment. Notice of prepayment having been so
given, the remaining principal amount of the Note, together with the accrued interest
thereon, shall become due and payable on the prepayment date.
• 5.3. Mandatory Prepayment.
(a) The Company shall be obligated to prepay the Note as a
whole at any time at the principal amount thereof, without premium, plus
accrued interest to the date of prepayment in the event there occurs a
change in the Constitution of the State of Illinois or the Constitution of
the United States of America or any legislative or administrative action
(whether state, local or federal) or a final decree, judgment or order of
any court or administrative body (whether state, local or federal), with
the result that the Note, the Bond, the Mortgage, the Collateral
Assignment, the Assignment, the Contingent Purchase Agreement or this
Agreement shall have become void or impossible of performance in
accordance with the intent and purposes of the parties hereto as
expressed herein. Said prepayment shall be made as soon as practicable
after the occurrence of the event requiring such prepayment, but in any
event within 120 days of such occurrence.
(b) The Company shall be obligated to prepay the Note in part at
the principal amount of the portion of the Note prepaid, without premium,
plus accrued interest to the prepayment date, (i) if there remain any
insurance proceeds after rebuilding of the Project as provided by Section
8.8 hereof, or (ii) if there remains any portion of a condemnation award
after compliance with Section 8.9 hereof. The amount of said prepayment
shall be equal to the amount of money so remaining. Prepayment shall be
made within 120 days after the payment of all costs pursuant to (i) and (ii)
above.
- 19 -
5.4. Notice of Prepayment. Except as to Section 5.2., the Company will give
notice of any prepayment of the Note and Bond to the Issuer and the Institutional Lender,
not less than 5 days nor more than 20 days before the date fixed for prepayment,
specifying (a) such date, (b) the section of this Agreement under which the prepayment is
to be made, (c) the principal amount of the Note or Bond to be prepaid on such date, and
(d) the accrued interest applicable to the prepayment. Such notice of prepayment shall
also certify all facts which are conditions precedent to any such prepayment. Notice of
prepayment having been so given, the aggregate principal amount of the Note and Bond
specified in such Notice, together with the accrued interest thereon, shall become due
and payable on the prepayment date.
5.5. Partial Prepayment. Partial prepayments applicable to the Note pursuant
to Sections 5.1, 5.3(c) and 4.2(k) hereof shall be applied on the installments of principal
thereof in the inverse order of their maturities.
5.6. Payment. The Company will promptly and punctually pay all amounts
payable with respect to the Note, without any presentment of the Note and without any
notation of such payment being made thereon, directly to the Institutional Lender or its
assigns in immediately available funds before 2:00 P.M., Chicago, Illinois time, on the
payment date marked for attention as indicated or by charging the account of the
Company at the Institutional Lender, which is hereby authorized by the Company. All
payments made to the Institutional Lender or its assigns with respect to the Bond shall be
made by the Company on behalf of the Issuer and shall be deemed a credit against the
Company's obligation to pay the Note to the extent of such payment.
The Institutional Lender shall make a notation on the Bond and the Note on the
payment record thereon of each principal prepayment made pursuant to this Section 5.6
and the date to which interest has been paid. Such prepayment shall be valid upon
payment thereof to the Institutional Lender, and the Issuer and the Company shall be
fully released and discharged from all liability to the extent of such payment whether or
not such notation has been made by the Institutional Lender and irrespective of any error
or omission in such notation.
5.7. Surrender of Note on Prepayment. Subject to Section 5.6., upon any partial
prepayment of the Note, such Note may, at the option of the Institutional Lender, be
surrendered to the Company in exchange for a new note in a principal amount equal to
the principal amount remaining unpaid on the surrendered Note. In case the entire
principal amount of the Note is prepaid, such Note shall be surrendered to the Company
for cancellation and shall not be reissued.
Section 6. Prepayment and Redemption of Bond.
6.1. Prepayments and Redemption. In the event a principal payment of the
Note shall become due and payable pursuant to Section 5 of this Agreement, the same
principal amount of the Bond shall become due and payable on the due date for the
principal payment of the Note. All payments of principal shall be made together with
interest accrued thereon to the date of payment.
6.2. Partial Prepayment. Partial prepayment applicable to the Bond pursuant to
Sections 5.1, 5.3(b) and 4.2(k) hereof shall be applied on the installments of principal
thereof in the inverse order of their maturities.
- 20 -
6.3. Surrender of Bond on Prepayment. The Bond shall be paid as provided in
Section 5.6. Subject to Section 5.6, upon any partial prepayment of the Bond, such Bond
may, at the option of the owner thereof, be surrendered to the Issuer in exchange for a
new Bond in a principal amount equal to the principal amount remaining unpaid on the
surrendered Bond. In case the entire principal amount of the Bond is prepaid, such Bond
shall be surrendered to the Company for cancellation and shall not be reissued. In the
event of an exchange for a new Bond pursuant to this paragraph, the owner of the Bond
shall reimburse the Issuer for any direct or indirect expense incurred and shall pay to the
Issuer a reasonable reissuance fee, if the Issuer so requires.
Section 7. Bond Proceeds and Investments.
7.1. Bond Proceeds. The Issuer hereby authorizes and directs the Institutional
Lender, on behalf of the Issuer, to disburse the proceeds of the Bond to or on behalf of
the Company, to be used to pay the costs of the Project.
7.2. Investments. The Bond proceeds and any moneys held as part of a fund
established pursuant to Section 8.8 or 8.9 hereof shall at the written request of the
Company be invested or reinvested by the Institutional Lender, to the extent permitted
by law, in the following ("Eligible Securities"): (i) bonds, notes, certificates of
indebtedness, treasury bills or other securities issued or fully guaranteed by the United
States of America, (ii) certificates of deposit or time deposits constituting direct
obligations of any bank, including the Institutional Lender, as defined in the Illinois
Banking Act as heretofore or hereafter amended having a combined capital, surplus and
undivided profits of at least $15,000,000, or (iii) any other investments permitted by law,
but only with the prior written approval of the Institutional Lender. The Institutional
Lender may make any and all such investments through its own bond department.
The investments so purchased shall be held by the Institutional Lender and shall be
deemed at all times a part of the fund for which they were purchased, and the interest
accruing thereon and any profit realized therefrom shall be credited to such fund and any
losses resulting from such investment shall be charged to such fund, and the Company
shall forthwith pay the amount of such losses to the Institutional Lender for deposit into
such fund. The Issuer shall not bear the risk of any loss that may occur as a result of
such investment of funds.
Section 8. Company Covenants.
8.1. Agreement to Acquire and Construct the Project. The Company agrees
that it will complete the acquisition and construction of the Project, and construct,
acquire and install other facilities and real and personal property deemed necessary for
the operation of the Project.
The Completion Date of the construction portion of the Project shall be evidenced
to the Institutional Lender by a certificate signed by the Company stating that (1)
construction of the Project has been completed substantially in accordance with the
description in Schedule I hereto and all labor, services, materials and supplies used in the
construction have been paid for (other than costs and expenses for which payment has
been withheld), (ii) all facilities necessary in connection with the Project have been
constructed, acquired and installed and all costs and expenses incurred in connection
- 21 -
therewith (other than costs and expenses for which the payment has been withheld
pursuant to bona fide dispute or standard retainage) have been paid and (iii) substantially
all (at least 90%) of the moneys previously disbursed and to be disbursed from the Bond
Proceeds defrayed or are to defray Qualified Costs of the Project. It shall be the duty of
the Company to complete or cause the completion of the construction portion of the
Project on or before August 1, 1985 and to cause the certificate of completion and "as
built" drawings of the Project as completed to be furnished to the Institutional Lender
within a reasonable period after the Project shall have been completed.
In the event the moneys available pursuant to this Agreement for payment of the
Costs of the Project should not be sufficient to pay the costs thereof in full, the
Company agrees to pay the Costs of the Project as may be in excess of the moneys
available therefor pursuant to this Agreement. The Issuer does not make any warranty,
either express or implied, that the proceeds of the Bond which, under the provisions of
this Agreement, will be available for payment of the Costs of the Project, will be
sufficient to pay all the costs which will be incurred in that connection. The Company
agrees that if after exhaustion of such moneys the Company should pay any portion of
the said Costs of the Project pursuant to the provisions of this Section, it shall not be
entitled to any reimbursement therefor from the Issuer or from the Institutional Lender,
nor shall it be entitled to any diminution of the amounts payable under the Note.
In the event that Schedule I hereto is to be amended or supplemented in accordance
with the provisions of Section 13.5 hereof, the Issuer, the Company and the Institutional
Lender will enter into an amendment of or supplement to Schedule I hereto upon receipt
of:
(i) a certificate of the Company describing
in detail the proposed changes and stating that they
will not have the effect of disqualifying the Project
as facilities that are financeable under the meaning
of the Act;
(ii) an opinion of nationally recognized
municipal bond counsel to the effect that the
proposed changes will not have the effect of
disqualifying the Project as facilities that are
financeable under the Issuer's home rule powers and
will not result in the interest on the Bond becoming
includable in the gross income of the owner of the
Bond for federal income tax purposes; and
(iii) a copy of the proposed form of
amendment or supplement to Schedule I hereto.
8.2. Additional Payments. The Company agrees to pay upon written request the
reasonable expenses of the Issuer related to the Project which are not otherwise required
to be paid by the Company under the terms of this Agreement.
8.3. No Defense or Set-Off - Unconditional Obligation. The obligations of the
Company to make the payments on the Note and to perform and observe the other
agreements on its part contained herein shall be absolute and unconditional, irrespective
of any defense or any rights of set-off, recoupment or counterclaim it might otherwise
- 22 -
have against the Issuer or the Institutional Lender, and the Company shall pay absolutely
net during the term of this Agreement the payments on the Note and all other payments
required hereunder free of any deductions and without abatement, diminution or set-off;
and until such time as the principal of, premium, if any, and interest on the Note shall
have been fully paid, the Company: (i) will not suspend or discontinue any payments
provided for on the Note; (ii) will perform and observe all of its other agreements
contained in this Agreement; and (iii) will not terminate this Agreement for any cause,
including without limiting the generality of the foregoing, failure to acquire and
complete the Project, the occurrence of any act or circumstances that may constitute
failure of consideration, destruction of or damage to the Project, commerical frustration
of purpose, any change in the tax laws of the United States of America or of the State of
Illinois or any political subdivision of either of these, or any failure of the Issuer or
Institutional Lender to perform and observe any agreement, whether express or implied,
or any duty, liability or obligation arising out of or connected with this Agreement or the
Assignment, except to the extent permitted by this Agreement.
8.4. Assignment of Issuer's Rights. As security for the payment of the bond, the
Issuer has, pursuant to the Assignment, assigned and pledged the Note, the proposed
Mortgage and the Collateral Assignment to the Institutional Lender. The Company
hereby assents to such assignment and will make payments directly to the Institutional
Lender as herein provided without defense or set-off by reason of any dispute between
the Company and the Issuer or the Institutional Lender.
8.5. Right of Access to the Project and Books. The Company agrees that the
Issuer and the Institutional Lender shall have the right at all reasonable times during
normal business hours to enter upon the site of the Project to examine and inspect the
Project and shall be permitted to examine the books and records of the Company as they
pertain to the Project. The rights of access hereby reserved to the Issuer and the
Institutional Lender may be exercised only after the Issuer or Institutional Lender, as the
case may be, shall have executed secrecy agreements in the form reasonably required by
the Company, provided that the Issuer may inspect the site of the Project pursuant to its
police power without executing such secrecy agreements.
8.6. The Company to Maintain its Corporate Existence; Conditions Under Which
Exceptions Permitted. The Company agrees that during the term of this Agreement it
will maintain its corporate existence, will continue to be a corporation either organized
under the laws of or duly qualified to do business as a foreign corporation in the State of
Illinois, will not dissolve or otherwise dispose of all or substantially all of its assets and
will not consolidate with or merge into another corporation; or permit one or more
corporations to consolidate with or merge into it; provided that the Company may,
without violating the agreement contained in this Section, consolidate with or merge into
another domestic corporation (i.e., a corporation incorporated and existing under the
laws of one of the states of the United States or the District of Columbia), or permit one
or more corporations to consolidate with or merge into it, or sell or otherwise transfer to
another domestic corporation all or substantially all of its assets as an entirety and
thereafter dissolve, provided, (a) the Institutional Lender shall consent to such
consolidation, merger, sale or transfer, and (b) the surviving, resulting or transferee
corporation, as the case may be, if other than the Company (i) is a domestic corporation
as aforesaid and (ii) assumes in writing all of the obligations of the Company under this
Agreement, the Note, the Mortgage, Collateral Assignment and the Contingent Purchase
Agreement and provided that the surviving, resulting or transferee corporation, as the
case may be, has a consolidated net worth (after giving effect to such consolidation,
- 23 -
merger or transfer) at least equal to that of the Company immediately prior to such
consolidation, merger or transfer. The term "net worth", as used in this Section shall
mean the difference obtained by subtracting total liabilities (not including as a liability
any capital or surplus item) from total assets (exclusive of good will, patents and other
intangibles) of the Company and any Subsidiaries.
8.7. Release and Indemnification Covenants. The Company releases the Issuer
from and covenants and agrees that the Issuer shall not be liable for, and agrees to
indemnify, defend and hold the Issuer, its officers, employees and independent
contractors harmless against, any claims or judgments in connection with the
transactions contemplated by this Agreement, and against any loss or damage to property
or any injury or death of any person occurring on or about or resulting from any defect in
the Project, and, from any other expenses incurred by the Issuer in connection with the
transactions contemplated by this Agreement or resulting from any defect in the project,
provided that the indemnity provided in this sentence shall be effective only to the
extent of any loss that may be sustained by the Issuer in excess of the net proceeds
received from any insurance carrier with respect to the loss sustained, and provided
further, that the indemnity shall not be effective for damages that result from gross
negligence or intentional acts on the part of the Issuer, its officers, employees, or
independent contractors. The covenants of the Company in this Section 8.7 shall survive
the term of the Bond.
8.8. Damage and Destruction. Unless the Company shall have exercised its
option to prepay the Note in full pursuant to the provisions of Section 5.1 hereof, if, prior
to full payment of the Bond, the Project is destroyed (in whole or in part) or is damaged
by fire or other casualty, the Company shall be obligated to continue to make the
payments specified in the Note and shall promptly give written notice thereof to the
Institutional Lender. All net proceeds of insurance resulting from such claims for losses
shall be paid to and held by the Institutional Lender in a separate fund, whereupon the
Company shall have the option to:
(a) apply such proceeds to the prepayment of the Note in whole in accordance
with Section 5.1 hereof; or
(b) (i) proceed promptly to repair, rebuild or restore the property damaged
or destroyed to substantially the same condition as it existed prior to the event causing
such damage or destruction, with such changes, alterations and modifications (including
the substitution and addition of other property) as may be desired by the Company and as
will not impair operating unity or productive capacity or the character of the Project or
materially reduce its value, and (ii) cause the Institutional Lender to apply so much as
may be necessary of the net proceeds of such insurance to payment of the costs of such
repairing, rebuilding or restoration as the work progresses.
In the event said net proceeds are not sufficient to pay in full the costs of such
repairing, rebuilding or restoration, the Company will nonetheless cause such repairing,
rebuilding or restoration to be completed and will pay that portion of the costs thereof in
excess of the amount of said net proceeds.
Any moneys held by the Institutional Lender in the separate fund under the
provisions of the preceding paragraph shall, at the written consent of the Company, be
invested or reinvested by the Institutional Lender in investments enumerated in Section
7.2. hereof. The Company shall forthwith pay to the Institutional Lender the amount of
any losses on such investments for deposit into such fund.
- 24 -
Each of the payments referred to in subparagraph (b) of this Section 8.8 shall be
made upon receipt by the Institutional Lender of a written requisition signed by the
authorized Company representative certifying: (i) that none of the items for which the
payment is proposed to be made has formed the basis for any payment theretofore made
from the fund; and (ii) that each item for which the payment is proposed to be made is or
was necessary in connection with the repairing, rebuilding or restoration; and (iii) that all
of the costs to be paid or reimbursed pursuant to such certificate constitute amounts
which will be charged to the Project's capital account or which would be so chargeable
either with a proper election by the Company under the Code or but for a proper election
by the Company to deduct such amount.
Such certificate shall also with respect to each payment to be made:
(1) State the requisition number;
(2) State the name and address of the person, firm
or corporation to whom payment is due or has been made,
which may include the Company;
(3) State the amount to be or which has been paid;
(4) State that each obligation mentioned therein
has been properly incurred, is a proper cost of repairing,
rebuilding or restoring the Project and has not been the
basis of any previous requisition;
(5) State that except for the amount, if any, stated
pursuant to the foregoing clause (3) in such certificate to be
due for services or materials to the particular supplier,
there is no outstanding indebtedness to the particular
supplier known to the person signing such certificate, after
due inquiry, which is then due for labor, wages, materials,
supplies or services in connection with such construction
which, if unpaid, might become the basis of any lien upon
the Project;
(6) State that there has not been filed with respect
to- the Project or any part thereof any vendor's, mechanic's,
laborer's, materialman's or other lien which has not been
discharged of record, except such as will be discharged by
payment of the amount then requested or are being
contested in accordance with the Mortgage;
(7) State that no event of default exists under this
Agreement, and that no notice has been given to the
Company of a default hereunder which has not been
corrected; and
(8) Be accompanied by such other showings
(including contractor's statements, affidavits, lien waivers,
title policy date-down endorsements and attorney's opinions)
as may be reasonably requested by the Institutional Lender
- 25 -
tt
or are customarily required by prudent lenders for
disbursements under commercial real estate and equipment
financing.
A copy of each such requisition shall be furnished to the Issuer. The Institutional
Lender is hereby authorized and directed to make or cause each disbursement therefor in
accordance with the provisions of this Section and the Construction Loan Escrow
Agreement if still in force and effect. The Institutional Lender shall keep and maintain
adequate records pertaining to the construction escrow and all disbursements therefrom,
and after the repairing, rebuilding and restoration of the Project has been completed and
a certificate of payment of all costs is or has been filed as provided in the following
paragraph, the Institutional Lender shall file an accounting thereof with the Issuer and
the Company. The Issuer shall not be liable, under any circumstances, for any payments
made by the Institutional Lender in error or in violation of the provisions of this
paragraph. The Company shall hold the Issuer harmless from any claims, judgments or
damages suffered by the Issuer by reason of any acts of the Institutional Lender under
this paragraph.
Completion of the repairing, rebuilding or restoration of the Project shall be
evidenced to the Institutional Lender by a certificate signed by the Company stating the
cost of such repairing, rebuilding and restoration and stating that (i) repairing, rebuilding
and restoration of the Project has been completed, and (ii) all other facilities necessary
in connection with the Project have been acquired, and all costs and expenses incurred in
connection therewith have been paid (except for moneys withheld pursuant to bona fide
disputes or standard retainage). Notwithstanding the foregoing, such certificate may
state that it is given without prejudice to any rights against third parties which exist at
the date of such certificate or which may subsequently come into being. It shall be the
duty of the Company to cause such certificate to be furnished to the Institutional Lender
within a reasonable time after the repairing, rebuilding and restoration of the Project
shall have been completed.
Any balance of such net proceeds remaining after payment of all the costs of such
repairing, rebuilding or restoration shall be used to prepay the Note and the Bond, in
whole or in part, without premium in accordance with Section 5.3(c) hereof. If the Note
and the Bond have been fully paid, all net proceeds will be paid to the Company.
The Company shall not, by reason of the payment of such excess costs, be entitled
to any reimbursement from the Issuer or the Institutional Lender or any abatement or
diminution of the amounts payable on the Note.
8.9 Condemnation. Unless the Company shall have exercised its option to
prepay the Note in full pursuant to the provisions of Section 5.1 hereof, in the event that
title to, or the temporary use of, the Project or any part thereof shall be taken under the
exercise of the power of eminent domain by any governmental body or by any person,
firm or corporation acting under governmental authority, the Company shall be obligated
to continue to make the payments specified in the Note. The Company and the
Institutional Lender will cause the net proceeds received by them or any of them from
any award made in such eminent domain proceedings, to be paid to and held by the
Institutional Lender in a separate fund, to be applied in one or more of the following
ways as shall be directed in writing by the Company:
- 26 -
(a) The restoration of the project to substantially the same
condition as it existed prior to the exercise of the said power of eminent
domain.
(b) The acquisition, by construction or otherwise, of other
improvements suitable for the Company's operations within the boundaries
of the Issuer (which improvements shall be acquired subject to no liens or
encumbrances prior to the lien of the Mortgage, other than permitted
encumbrances as defined in the Mortgage.
(c) Prepayment in whole or in part of the Note and the Bond
together with accrued interest thereon to the date of prepayment;
provided, that no part of any such condemnation award may be applied for
such prepayment unless, in the event that the Note and the Bond are to be
partially prepaid, the Company shall furnish to the Institutional Lender a
certificate of an independent engineer acceptable to the Institutional
Lender stating (i) that the property forming a part of the Project that was
taken by such condemnation proceedings is not essential to the Company's
use or occupancy of the Project, or (ii) that the Project has been restored
to a condition substantially equivalent to its condition prior to the taking
by such condemnation proceedings or (iii) that improvements have been
acquired which are suitable for the Company's operations at the Project
as contemplated by the foregoing subsection (b) of this Section.
Within 90 days from the date of entry of a final order in any eminent domain
proceedings granting condemnation, the Company shall direct the Institutional Lender in
writing as to which of the ways specified in this Section the Company elects to have the
condemnation award applied. If the Company shall direct the proceeds to be applied in
accordance with (a) or (b) above, the Institutional Lender shall make disbursements from
the fund upon receipt of a certificate complying with Section 8.8 hereof with appropriate
changes to reflect the fact that there has been a condemnation of all or a portion of the
Project. If the Company fails to so direct the Institutional Lender within the stated
time, or in the event any balance of the net proceeds of the award in such eminent
domain proceedings shall remain after completion and payment of the costs of the
restoration or replacement of the Project pursuant to (a) or (b) above, the net proceeds,
or balance thereof, of the award in such eminent domain proceedings shall be applied to
the prepayment of the Note and the Bond, in whole or in part, without premium, If the
Note and the Bond have been fully paid, all net proceeds will be paid to the Company.
Any moneys held by the Institutional Lender in the separate fund under the
provisions of the preceding paragraph shall, at the written request of the Company, be
invested or reinvested by the Institutional Lender in investments enumerated in Section
7.2 hereof. The Company shall forthwith pay to the Institutional Lender for deposit into
such fund the amount of any losses on such investments.
8.10. Tax Exempt Status of Interest on the Bond. The Company covenants that it
shall furnish to the Issuer whatever information is necessary for the Issuer to make the
election required to be made by it in Section 9.5 hereof and to comply with the provisions
of Section 103(1) of the Code, and shall file such supplemental statements and other
information as are required by the applicable regulations or procedures of the Internal
Revenue Service.
- 27 -
The Company represents that (i) the proceeds of the Bond are to be used for the
payment of the costs of acquisition and construction of facilities located wholly within
the corporate limits of the City of Elgin, Illinois; (ii) that the Company will be the only
principal user of the facilities to be acquired with the proceeds of the Bond within the
meaning of Section 103(b)(6) of the Code; and (iii) that there are no outstanding
obligations of any state, territory or possession of the United States, or any political
subdivision of the foregoing or of the District of Columbia constituting "exempt small
issues" within the meaning of Section 1.103-10 of the Internal Revenue Service Rules and
Regulations, (the "Regulations"), the proceeds of which have been or are to be used
primarily with respect to facilities located within the corporate limits of the City of
Elgin, Illinois (or with respect to any contiguous or integrated facilities within the
meaning of the Code), and which are to be used primarily by the Company (including any
person related to the Company within the meaning of Section 103(b)(6)(C) of the Code)
other than the Bond.
The Company further covenants and represents that it does not presently intend to
make any capital expenditures which will cause the interest on the Bond to become
subject to federal income taxes pursuant to the provisions of Section 103(b) of the Code
so long as any portion of the Bond is unpaid. The Company further covenants that it has
not taken any action or permitted any action to be taken, and that it will not take any
action or permit any action to be taken, which would cause the interest on the Bond to
become subject to federal income taxes, provided that the Company shall not have
violated this covenant if the interest on the Bond becomes taxable to a person who is a
substantial user of the Project or a related person within the meaning of such terms
under Section 103(b)(6)(C) of the Code.
The Company further covenants and represents that there are no other obligations
heretofore issued or to be issued by or on behalf of any state, territory, or possession of
the United States, or political subdivision of any of the foregoing, or of the District of
Columbia which constitute "industrial development bonds" within the meaning of Section
103 of the Code and which were or are to be sold (1) at substantially the same time as
the Bond, (2) at substantially the same interest rate as the Bond, (3) pursuant to a
common plan of marketing as the marketing plan for the Bond, and (4) are payable
directly or indirectly by the Company or from the source from which the Bond is payable.
The Company acknowledges that the capital expenditures referred to in the
preceding and succeeding paragraphs include all capital expenditures with respect to
property used by the Company (or any related person) which may, under any rule or
election under the Code, be treated as a capital expenditure (whether or not such
expenditure is so treated), including certain research and development costs relating to
the Project that may have been paid or incurred at any location other than in the
corporate limits of the City of Elgin, Illinois.
The Company further covenants that it shall furnish to the Institutional Lender (i)
at the time of the issuance of the Bond, a statement of the aggregate amount of capital
expenditures made or incurred in the corporate limits of the City of Elgin, Illinois (or
with respect to any contiguous or integrated facilities within the meaning of the Code)
("included capital expenditures") during the period beginning three years before the date
of such issue and (ii) within 30 days after it has made or incurred the maximum amount
of capital expenditures permitted under Section 103(b)(6)(D) of the Code, a statement to
that effect. Upon the written request of the Institutional Lender, the Company shall also
furnish to such Institutional Lender (a) within 90 days following the close of each fiscal
- 28 -
year of the Company occurring within two years after the issuance of the Bond, a
statement of the aggregate amount of included capital expenditures made or incurred
during the period beginning with the date of the last statement filed with the
Institutional Lender and ending on the last day of the preceding fiscal year and (b) within
90 days following the third anniversary date of the issuance of the Bond, a statement of
the aggregate amount of included capital expenditures made or incurred during the
period beginning with the date of the last statement filed with the Institutional Lender
and ending on the last day of the preceding fiscal year and (b) within 90 days following
the third anniversary date of the issuance of the Bond, a statement of the aggregate
amount of included capital expenditures made or incurred during the period beginning
with the date of the last statement filed with the Institutional Lender and ending on such
anniversary date. To the extent required by law, such supplemental statements shall be
filed with the district director or director of the regional service center with whom the
Company's income tax return is required to be filed on the due date prescribed for filing
such return (without regard to any extensions of time). Each such statement shall set
forth (a) a description of those capital expenditures which are capital expenditures under
Section 103(b)(6)(D)(ii) of the Code and shall take into account facilities referred to in
Section 103(b)(6)(E) of the Code in computing such capital expenditures, and (b) a
description and the reason for the exclusion of any capital expenditures which the
Company has not taken into account under Section 103(b)(6)(F) of the Code. This
covenant shall survive the termination of this Agreement.
No action taken by the Company hereunder shall so modify, or result in such
modification of, the Project so as to cause the Project to cease being facilities that may
be financed under the Issuer's home rule powers or to impair the excludability of interest
on the Bond from the gross income of the owner of the Bond for purposes of federal
income taxation.
8.11. Arbitrage. The Company will not take any action or fail to take any action
with respect to the investment of the proceeds of the Bond or the Note or with respect
to the payments derived from the Bond or the Note which may result in constituting the
Bond an "arbitrage bond" within the meaning of such term under Section 103(c) of the
Code and the regulations promulgated thereunder.
8.12. Licenses and Permits. The Company will preserve and keep in force and
effect, and cause any Subsidiaries to preserve and keep in force and effect, all licenses
and permits necessary to the proper conduct of its and their respective businesses.
8.13. Burdensome Contracts with Affiliates. The Company will not, nor will it
permit any Subsidiary to, enter into any contract, agreement or business arrangement
with an affiliate on terms and conditions which are less favorable to the company or such
Subsidiary than would be usual and customary in similar contracts, agreements or
business arrangements between persons not affiliated with each other.
8.14. Maintenance and Repair. The Company will maintain the Project in
accordance with the requirements of the Mortgage. The Company will maintain,
preserve and keep its properties and equipment in good repair, working order and
condition and will from time to time make all needful and proper repairs, renewals,
replacements, additions and betterments thereto so that at all times the efficiency
thereof shall be fully preserved and, maintained, and will cause any Subsidiary so to do in
respect of property owned or used by it.
- 29 -
,
8.15. Taxes. The Company will duly pay and discharge and will cause any
Subsidiary to duly pay and discharge, all taxes, rates, assessments, fees and governmental
charges upon or against the Company, or such Subsidiary or against their respective
properties, in each case before the same become delinquent and before penalties accrue
thereon, unless and to the extent that the same are being contested in good faith and by
appropriate proceedings.
8.16. Finance Charge. Upon delivery of the Bond, the Company shall pay
directly to Institutional Lender the Institutional Lender's commitment fee of $40,000.00.
8.17. Fees of Institutional Lender. The Company agrees to pay all reasonable
attorneys fees incurred by the Institutional Lender in connection with the Project.
8.18. Insurance. The Company will maintain, or cause to be maintained, all
necessary insurance with respect to the Project in accordance with the Mortgage.
8.19. Limitation on Liens. The Company will not, without the prior written
consent of the Institutional Lender, grant any security interest or mortgage covering any
of its real or personal property; provided, however, this provision shall not restrict any
purchase of property by the Company in which the seller retains a vendor's lien which is
released upon payment in the ordinary course of business or installment purchases of
equipment.
Section 9. Issuer Covenants.
The Issuer covenants that on and after the date of initial issue of the bond and so
long as the bond is outstanding:
9.1. Payment of Bond. Subject to the limited source of payment hereinafter
referred to, the Issuer will cause the principal, premium, if any, and interest due in
respect of the Bond to be paid according to the terms thereof. The principal, premium,
if any, and interest on the Bond are payable solely from payments or prepayments by the
Company upon the Note and other amounts payable under this Agreement and the
Mortgage.
9.2. Warranty of Title. The Issuer has full right, power and authority to pledge
and assign its interest herein (except its right to payments under Sections 1.6, 8.2, 8.7,
9.3 and 11.2(b)), the Note, the Collateral Assignment and the Mortgage to the
Institutional Lender for the uses and purposes set forth in the Assignment. The issuer
hereby authorizes the Company and the Institutional Lender, at no cost to the Issuer, to
defend, on behalf of the Issuer, against all claims and demands of all persons whomsoever
relating to the Issuer's interest in this Agreement, the Note, the Collateral Assignment
and the Mortgage and the right, power and authority of the Issuer to assign this
Agreement, the Note, the Collateral Assignment and the Mortgage.
9.3. Further Assurances. The Issuer, upon the posting with it of funds sufficient
to cover all expenses and costs therein involved, will execute, acknowledge and deliver
all and every further act, deed, conveyance, transfer and assurance necessary or proper
for the better assuring of the pledge and assignment to the Institutional Lender of the
Issuer's rights hereunder (except its right to payment under Sections 1.6, 8.2, 8.7, 9.3 and
11.2(b) hereof), the Note, the Collateral Assignment and the Mortgage.
- 30 -
9.4. Arbitrage. The Issuer will not take any action with respect to the
investment of the proceeds of the Bond or with respect to the payments derived from the
Note which may result in constituting the Bond an "arbitrage bond" within the meaning of
such term as used in Section 103(c) of the Code and regulations promulgated thereunder.
9.5. Election of Issuer. The Issuer covenants that it shall, prior to the issuance
of the Bond, duly elect to have the provisions of Section 103(b)(6)(D) of the Code apply to
such issue, and such election shall be made in accordance with the applicable regulations
or procedures of the Internal Revenue Service, such statement to be based on
documentation provided by the Company.
9.6. Information Reporting Requirements. The Issuer covenants that it shall
comply with any and all information reporting requirements including but not limited to
those required in Section 103(1) of the Code. The Company shall, at the request of the
Issuer, reimburse the Issuer for all expenses and costs incurred by the Issuer resulting
from compliance with this Section 9.6.
Section 10. Financial and Business Information as to Company. The Company will, and
will cause any Subsidiary to, maintain a standard and modern system of accounting in
accordance with sound accounting practice and will furnish to the Institutional Lender
and its duly authorized representatives such information respecting the business and
financial condition of the Company and any Subsidiaries as the Institutional Lender may
reasonably request, and without any request, will furnish to the Institutional Lender:
(a) as soon as available, and in any event within 45 days after the
close of each quarterly fiscal period of the Company (except the fourth
quarter) a copy of the balance sheet and statements of income and surplus
of the Company and its consolidated Subsidiaries, if any, for such period,
prepared on a consolidated basis all in reasonable detail and certified to
by the Chief Financial Officer thereof;
(b) As soon as available, and in any event within 90 days after
the close of each fiscal year of the Company, a copy of:
(1) a consolidated balance sheet of the
Company and its consolidated Subsidiaries, if any, at
the end of such year, and
(2) consolidated statements of income and
surplus of the Company and its consolidated
Subsidiaries, if any, for such year,
setting forth in each case in comparative form the figures for the
previous fiscal year, all in reasonable detail and in accordance with
generally accepted accounting principles, along with an audit opinion by
independent certified public accountants selected by the Company and
acceptable to the Institutional Lender;
(c) promptly upon receipt thereof, one copy of each other report
submitted to the Company or any Subsidiary by independent accountants
in connection with any annual, interim or special review made by them of
the books of the Company or any Subsidiary;
- 31 -
(d) promptly after the sending or filing thereof, copies of all •
proxy statements, financial statements, and reports, if any, which the
Company sends to its shareholders, and copies of all regular, periodic and
special reports and all registration statements, if any, which the Company
files with the Securities and Exchange Commission or any governmental
authority which may be substituted therefor, or with any national
securities exchange;
(e) within the periods provided in subsections (a) and (b) above,
the written statement of the Company to the effect that the Company
has re-examined the provisions of this Agreement, and at the date of said
statement is not aware of any default or event of default, or, if the
Company is aware of any such default or event of default, it shall disclose
in such statement the nature thereof; and
(f) promptly after knowledge thereof shall have come to the
attention of any responsible officer of the Company, written notice of any
threatened or pending litigation or governmental proceeding against the
Company or any Subsidiary which would materially adversely affect the
business and properties of the Company and any Subsidiaries on a
consolidated basis and of the occurrence of any default or event of
default hereunder.
Section 11. Events of Default.
11.1. Nature of Events. An "event of default" shall exist if any of the following
occurs and is continuing:
(a) Principal Payments on Note - The Company fails to make any
payment of principal on the Note on or before the date such payment is
due; or
(b) Interest Payments on Note - The Company fails to make any
payment of interest on the Note on or before the date such payment is
due; or
(c) Other Company Defaults - The Company fails to comply with
any covenant, warranty or provision of this Agreement, the Mortgage, the
Collateral Assignment or the Contingent Purchase Agreement (other than
an event of default which is specifically provided elsewhere in this
Section 11.1), and such failure continues for a period of thirty days after
there has been given, by registered or certified mail, to the Company by
the Institutional Lender, a written notice specifying such failure and
requiring it to be remedied and stating that such notice is "notice of
default" hereunder, unless the default is such that it cannot be remedied
within the 30 day period and the Company institutes corrective action
within such 30 day period and diligently pursues such action and the
default is remedied within 60 days of the notice of default; or
- 32 -
(d) Warranties or Representations of Company - Any warranty,
representation or other statement by or on behalf of the Company
contained in this Agreement or in any instrument furnished in compliance
with or in reference to this Agreement is false or misleading in any
material respect; or
(e) Defaults on Existing Loans - There is (a) a default under
either of the following existing loans: (i) $750,000 revolving line of credit
made by the Institutional Lender to the Company and Chem-Metals, Inc.,
maturing December 31, 1984, secured by a pledge of accounts receivables
and inventory and any renewals or extensions thereof or (ii) $288,000 term
loan made by the Institutional Lender to the Company, maturing February
1, 1985, secured by a Third Assignment of Beneficial Interest in LaSalle
National Bank Trust No. 52187 and any extensions and renewals thereof;
or (b) a default in the payment of principal of or interest on the revenue
bond issue of the City of Valparaiso, Indiana for the benefit of Chem-
Metals, Inc., maturing February 1, 1992, secured by a Second Assignment
of Beneficial Interest in LaSalle National Bank Trust No. 52187.
(f) Involuntary Bankruptcy Proceedings Against Company or Any
Subsidiary - A custodian, receiver, trustee, conservator, or liquidating
agent or committee of the Company or any Subsidiary or of any material
part of the property of the Company or any Subsidiary is appointed by
order or decree of a court or agency or supervisory authority having
jurisdiction in the premises and such order or decree remains in effect for
more than 30 days; or an order for relief under Title 11 of the United
States Code, as amended, is entered against the Company or any
Subsidiary; or any material part of the property of the Company or any
Subsidiary is sequestered by court order and such order remains in effect
for more than 30 days; or a petition is filed against the Company or any
Subsidiary under any bankruptcy, reorganization, arrangement, insolvency,
readjustment of debt, dissolution or liquidation law of any jurisdiction,
whether now or hereafter in effect, or a petition is filed proposing the
entry of an order for relief under Title 11 of the Untied States Code, as
amended, against the Company or any Subsidiary and any such petition is
not dismissed (or stayed in cases ancillary to foreign proceedings or in
state proceedings) within 30 days after such filing; or
(g) Voluntary Petition by Company or Any Subsidiary. The
Company shall institute bankruptcy, reorganization, arrangement,
insolvency or liquidation proceedings or other proceedings for relief under
any bankruptcy or insolvency law or laws for the relief of debtors or
proceedings seeking the entry of an order for relief under Title 11 of the
United States Code, as amended, with respect to the Company or any
Subsidiary or the Company or any Subsidiary shall consent to the
institution of such proceedings against the Company or any Subsidiary by
others or approving as filed any petition seeking reorganization under any
bankruptcy or similar law or shall apply for or shall consent to the
appointment of a custodian, receiver, trustee, conservator or liquidating
agent or committee for the Company or for any material part of the
property of the Company or any Subsidiary; or
- 33 -
(h) Assignments by Company or Any Subsidiary for Benefit of
Creditors, Etc. The Company or any Subsidiary makes an assignment for
the benefit of its creditors or admits in writing its inability to pay its
debts generally as they become due, or consents to the appointment of a
custodian, receiver, trustee or liquidator of the Company or any
Subsidiary, or of all or any part of the property of the Company or any
Subsidiary; or
(i) Undischarged Final Judgments Against Company or any
Subsidiary. Final judgment or judgments for the payment of money
aggregating in excess of $50,000 is or are outstanding against the
Company or any Subsidiary and any one of such final judgments has been
outstanding for more than 30 days from the date of its entry and has not
been discharged in full or stayed; or
(j) Other Debt. Any material indebtedness, guarantee or
financial obligation of the Company becomes or is declared due prior to
its expressed maturity by reason of any default by the Company in the
observance of any obligation or condition; or
(k) Principal Payments on Bond. The Issuer fails to make the
payment of principal on the Bond when due; or
(1) Interest Payments on Bond. The Issuer fails to make any
payment of interest on the Bond when due; or
(m) Other Issuer Defaults. The Issuer fails to comply with any
provisions of this Agreement or the Assignment, and such failure
continues for more than 30 days; or
(n) Warranties or Representations of Issuer. Any warranty,
representation or other statement by or on behalf of the Issuer contained
in this Agreement or the Assignment or in any instrument furnished in
compliance with or in reference to this Agreement or the Assignment is
false or misleading, when made in any material respect.
11.2. Default Remedies.
(a) Acceleration of Note and Bond. When any event of default
described in Section 11.1 has occurred and is continuing, the Institutional
Lender may, by notice in writing sent by registered mail to the Issuer and
the Company, declare the principal of and any accrued interest on the
Note and the Bond to be immediately due and payable without further
demand, presentment, protest or notice of any kind; and thereupon the
Note and the Bond, including both principal and interest, shall become
immediately due and payable, and the Company agrees to pay to the
Institutional Lender the entire principal of and interest accrued on the
Note and (on behalf of the Issuer) the Bond.
(b) Attorneys' Fees. The Company agrees to pay to the Issuer
and the Institutional Lender all costs and expenses reasonably incurred by
them in the collection of the Note and the Bond, including but not limited
- 34 -
to reasonable attorneys' fees incurred by the Issuer or the Institutional
Lender for all services rendered in connection therewith.
(c) Other Actions. The Institutional Lender may take whatever
action at law or in equity may appear necessary or desirable to collect the
payments and other amounts then due and thereafter to become due or to
enforce performance and observance of any obligation, agreement or
covenant of the Company under this Agreement.
In case the Company shall fail forthwith to pay such amounts upon
such demand, the Issuer or the Institutional Lender shall be entitled and
empowered to institute any action or proceeding at law or in equity for
the collection of the sums so due and unpaid, and may prosecute any such
action or judgment or final decree against the Company and collect, in
the manner provided by law out of the property of the Company, the
moneys adjudged or decreed to be payable.
In case there shall be pending proceedings for the bankruptcy or for
the reorganization of the Company under the federal bankruptcy laws or
any other applicable law, or in case a custodian, receiver or trustee shall
have been appointed for the property of the Company, or in the case of
any other similar judicial proceedings relative to the Company, or to the
creditors or property of the Company, the Institutional Lender shall be
entitled and empowered, by intervention in such proceedings or otherwise,
to file and prove a claim or claims for the whole amount owing and unpaid
pursuant to this Agreement and, in case of any judicial proceedings, will
file such proofs of claim and other papers or documents as may be
necessary or advisable in order to have the claims of the Institutional
Lender allowed in such judicial proceedings relative to the company, its
creditors, or its property, and to collect and receive any moneys or other
property payable or deliverable on any such claims, and to distribute the
same after the deduction of its charges and expenses; and any custodian,
receiver, assignee or trustee is hereby authorized to make such payments
to the Institutional Lender, and to pay the Institutional Lender any
amount due it for compensation and expenses, including reasonable
counsel fees incurred by it up to the date of such distribution.
11.3. Notice of Default. When any event of default described in Section 11.1(c)
through 11.1(i) has occurred, the Company agrees to give notice within five days after
the occurrence of such event of default to the issuer and to the Institutional Lender, such
notice to be in writing and sent by registered or certified mail or by telegram.
11.4. Nonwaiver. No course of dealing on the part of the Issuer or the
Institutional Lender, nor any delay or failure on the part of the issuer or the Institutional
Lender to exercise any right shall operate as a waiver of such right or otherwise
prejudice the Issuer's or the Institutional Lender's rights, powers and remedies.
Section 12. Interpretation of This Agreement.
12.1. Terms Defined. As used in this Agreement, the following terms shall have
the following respective meanings:
- 35 -
Affiliate. The term "affiliate" shall mean any person which directly or indirectly •
through one or more intermediaries controls, or is controlled by, or is under common
control with the Company. The term "control" means the possession, directly or
indirectly, of the power to direct or cause the direction of the management and policies
of a person, whether by contract or otherwise.
Authorized Company Representative. The term "Authorized Company
representative" means the President of the Company and any other person at the time,
and from time to time, designated to act on behalf of the Company by written
certificate furnished to the Institutional Lender containing the specimen signature of
such person and signed on behalf of the Company by the President. Such certificate may
designate an alternate or alternates.
Code. The term "Code" means the Internal Revenue Code of 1954, as amended.
Completion Date. The term "Completion Date" means the date of completion of
the Project as the date shall be certified as provided in Section 8.1 hereof.
Construction Period. The term "Construction Period" means the period between
the beginning of construction of the Project or the date on which the Bond is first
delivered to the Institutional Lender, whichever is earlier, and the Completion Date.
Costs of the Project. The term "Costs of the Project" shall mean the sum of the
items authorized to be paid from the proceeds of the Bond pursuant to Section 4.3.
Default. The term "default" shall mean an event or condition, the occurrence of
which would, with the lapse of time or the giving of notice, or both, become an event of
default.
Event of Default. The term is defined in Section 11.1.
Independent Engineer. The term "Independent Engineer" means an engineer or an
engineering firm qualified to practice and which practices the profession of engineering
under the laws of the State of Illinois and who or which is not a full-time employee,
officer or director of the Issuer, the Company or the Institutional Lender.
Inducement Resolution. The term "Inducement Resolution" means the resolution
passed and approved by the City Council of the Issuer on April 11, 1983 authorizing the
execution of the Memorandum of Agreement between the Issurer and the Company.
Person. The term "person" shall mean an individual, partnership, joint venture,
corporation, trust, unincorporated organization or foundation, or a government or agency
or political subdivision thereof.
Property. The term "property" shall mean any interest in any kind of property or
asset, whether real, personal or mixed, or tangible or intangible.
Subsidiary. The term "Subsidiary" shall mean a corporation of which the Company
owns, directly or indirectly, more than 50% of the voting stock.
- 36 -
A
12.2. Directly or Indirectly. Where any provision in this Agreement refers to
action to be taken by any person, or to action which any person is prohibited from taking,
such provision shall be applicable whether such action is taken directly or indirectly by
such person.
12.3. Governing Law. This Agreement and the Note and the Bond shall be
governed by and construed in accordance with Illinois law.
Section 13. Miscellaneous.
13.1. Notices. (a) Except as may expressly be otherwise provided in this
Agreement, all communications under this Agreement or under the Note or the Bond
shall be in writing and shall be mailed by first class mail, postage prepaid, addressed as
follows:
If to the Company, at 1124 Elmhurst Road, Elk Grove Village, Illinois
60007 Attention: President;
If to Issuer, at 150 Dexter Court, Elgin, Illinois 60120
Attention: City Clerk;
If to the Institutional Lender, at 33 North LaSalle Street, Chicago, Illinois,
60690, Attention: Corporate Trust Department;
or at such other place at any such party may designate by notice duly given in
accordance with this Section.
(b) Any notice so addressed and mailed by registered or certified mail shall be
deemed to be given when so mailed.
13.2. Reproduction of Documents. This Agreement and all documents relating
hereto, including without limitation (a) consents, waivers and modifications which may
hereafter be executed, (b) documents received by the Issuer or the Institutional Lender at
the closing (except the Note and the Bond themselves) and (e) financial statements,
certificates and other information previously or hereafter furnished to the Issuer, may be
reproduced by any party hereto by any photographic, photostatic, microfilm, microcard,
miniature photographic or other similar process and any party hereto may destroy any
original document so reproduced. Each of the parties hereto agrees and stipulates that
any such reproduction shall be admissable in evidence as the original itself in any judicial
or administrative proceeding (whether or not he original is in existence and whether or
not such reproduction was made by any party hereto in the regular course of business)
and that any enlargement, facsimile or further reproduction of such reproduction shall
likewise be admissible in evidence.
13.3. Survival. All warranties, representations and covenants made by the
Company, the Issuer or the Institutional Lender herein or in any certificate or other
instrument delivered by it or on its behalf under this Agreement shall survive the Bond
Closing and the issuance and delivery of the Note and the Bond.
13.4. Successors and Assigns. This Agreement shall inure to the benefit of and be
binding upon the successors and assigns of each of the parties. In the event that the
- 37 -
4 e
Company assigns its rights to the proceeds of the bond to persons other than those
entitled to receive payments pursuant to Section 4.2 of this Agreement, said assignee
shall agree to assume all of the obligations under this Agreement and the Company shall
not be released from its obligations thereunder.
13.5. Amendments. This Agreement may only be amended with the written
consent of all the parties hereto. The Mortgage or the Collateral Assignment may not be
amended without the prior written consent of the Institutional Lender.
13.6. Duplicate Originals. This Agreement may be executed in any number of
counterparts, each of which shall be an original, but all of which together shall constitute
one and the same instrument. All of the parties hereto may sign the same counterpart or
any one or more of the parties hereto may sign separate counterparts. Only the executed
counterpart delivered to and receipted for by the Institutional Lender shall constitute an
original for purposes of creating a security interest herein under the Illinois Uniform
Commercial Code.
13.7. Payments Due on Saturdays, Sundays and Holidays. In any case where the
date of maturity of interest on or principal of the Bond or Note or the date fixed for
prepayment of the Bond or Note shall be on a Saturday, Sunday or a legal holiday or a day
on which banking institutions are authorized by law or executive order to close in the
city where the principal office of the Institutional Lender is located, then payment of
interest or principal need not be made on such date but may be made on the next
succeeding business day not a Saturday, Sunday or a legal holiday or a day upon which
banking institutions are authorized by law or executive order to close, and the Bond and
Note shall continue to bear interest until said date.
13.8. Severability. If any provision of this Agreement shall be held or deemed to
be or shall, in fact, be illegal, inoperative or unenforceable, the same shall not affect any
other provision or provisions herein contained or render the same invalid, inoperative, or
unenforceable to any extent whatever.
IN WITNESS WHEREOF, the Issuer, the Company and the Institutional Lender
have each caused this Agreement to be executed in their respective corporate names and
attested by their duly authorized officers, all as of the date first above written.
CITY OF ELGIN, ILLINOIS
[CORPORATE SEAL]
By
ATTEST: Mayor
City Clerk
UNIVERSAL CHEMICALS AND
COATINGS, INC.
[CORPORATE SEAL]
By
ATTEST: President
Secretary
- 38 -
k.
AMERICAN NATIONAL BANK AND
TRUST COMPANY OF CHICAGO
[CORPORATE SEAL]
By
ATTEST: Its Officer
Its Vice President
- 39 -
MORTGAGE AND SECURITY AGREEMENT
THIS MORTGAGE AND SECURITY AGREEMENT (the "Mortgage"), made
as of between Universal Chemicals and Coatings,
Inc., a Delaware corporation, with its principal office at 1124 Elmhurst Road, Elk Grove
Village, Illinois 60007 (the "Mortgagor"), and the City of Elgin, Illinois, a municipal
corporation and a home rule unit of government of the State of Illinois, having its
principal office at 150 Dexter Court, Elgin, Illinois 60120 (the "Mortgagee").
WITNESSETH:
THAT WHEREAS this Mortgage is made to secure the principal sum of
FOUR MILLION DOLLARS ($4,000,000) which is the proceeds of the Industrial
Development Revenue Bond (Universal Chemicals and Coatings, Inc. Project) dated
1984 (the "Bond) of the Mortgagee and to further secure the following existing loans:
(i) $750,000 revolving line of credit made by the Institutional Lender to the Mortgagor
and Chem-Metals, Inc., maturing December 31, 1984, secured by a pledge of accounts
receivables and inventory and any renewals and extensions thereof; (ii) $288,000 term
loan made by the Institutional lender to the Company, maturing February 1, 1985,
secured by a Third Assignment of Beneficial Interest in LaSalle National Bank Trust
No. 52187 and any renewals and extensions thereof; and (iii) revenue bond issue of the
City of Valparaiso, Indiana for the benefit of Chem-Metals, Inc. maturing February 1,
1992, secured by a Second Assignment of Beneficial Interest in LaSalle National Bank and
Trust No. 52187 (the "Existing Loans") and the Bond proceeds have been or will be
received by the Mortgagor from the Mortgagee pursuant to an Agreement dated as of
September 1, 1984, among American National Bank and Trust Company of Chicago (the
"Institutional Lender"), the Mortgagor, and the Mortgagee (the "Agreement"), and such
Bond proceeds will be used by the Mortgagor to finance the acquisition, construction and
equipping of the Project as defined in the Agreement and the Agreement, together with
the loan repayment installments due thereunder, has been assigned by the Mortgagee to
the Institutional Lender under an Assignment and Security Agreement dated as of
September 1, 1984 (the "Assignment"); and
WHEREAS, in order to evidence the loan made to it under the Agreement
and this Mortgage, the Mortgagor has executed and delivered to the Mortgagee its Direct
Obligation Note dated , 1984 (the "Note") in the principal sum of $4,000,000 the
principal of which is payable on September 1, December 1, March 1 and June 1 of the
years (the "Payment Dates") and in the amounts as follows:
Principal Payment for
Payment Date Payment Dates
$20,000 December 1, 1984, March 1, 1985,
June 1, 1985, September 1, 1985
$30,000 December 1, 1985, March 1, 1986,
June 1, 1986, September 1, 1986
$40,000 December 1, 1986, March 1, 1987,
June 1, 1987, September 1, 1987
$50,000 December 1, 1987, March 1, 1988,
June 1, 1988, September 1, 1988
$60,000 December 1, 1988, March 1, 1989,
June 1, 1989, September 1, 1989
$80,000 December 1, 1989 and each Payment Date
thereafter until September 1, 1999
Interest on the unpaid principal balance of the Note from the date of its issuance is
payable on each Payment Date at nine and one-half percent (9-1/2%) per annum through
August 31, 1989 and thereafter at a varying rate per annum which shall be seventy-five
percent (75%) of the rate of interest publicly announced from time to time by the
American National Bank and Trust Company of Chicago as its prime rate (the "Prime
Rate") with adjustments in such varying rate to be made on the same date as any
announced change in the Prime Rate, provided that any changes in the Prime Rate
occurring within 15 days before any Payment Date resulting in an increase or decrease in
the interest which would otherwise be payable thereon on such Payment Date shall not, if
an increase, be payable on such Payment Date, but shall instead be payable by the
Company on the next succeeding Payment Date or shall, if a decrease, reduce the
amount that the Company would otherwise have to pay on such next succeeding Payment
Date, and interest shall be calculated, for actual days elapsed, on a 360 day year. In the
event of a declaration of default by the Institutional Lender, interest on overdue
principal and, to the extent permitted by law, on overdue interest shall be payable on
demand at a rate equal to the rate otherwise applicable plus three percent (3%) per
annum until paid; and
WHEREAS, the Institutional Lender, as the purchaser of the Bond, is
unwilling to purchase the Bond of the Mortgagee unless, among other things, the
Mortgagor shall execute and deliver this instrument for the purpose of securing the Note;
NOW THEREFORE, the Mortgagor, to secure the payment of the principal
of and interest on the Note in accordance with the terms and provisions thereof, and the
payment of any other sums therein provided for, and the observance and performance of
the covenants and agreements contained herein or in the Agreement or in the Note or in
any other instrument or document securing the Note and the other indebtedness which
this Mortgage by its terms secures, and in consideration of the premises, of the purchase
and acceptance of the Note by the Mortgagee, and the sum of Ten Dollars in hand paid,
- 2 -
the receipt whereof is hereby acknowledged, does by these presents (and subject only to
those Permitted Encumbrances set forth in Schedule II hereto) mortgage, warrant and
assign unto Mortgagee, its successors and assigns and does hereby grant to Mortgagee, its
successors and assigns a security interest in all and singular the properties, rights,
interests and privileges described in Granting Clauses I through VII below, all of same
being collectively referred to herein as the "Premises."
GRANTING CLAUSE I
That certain real estate lying wholly within the corporate limits of the City
of Elgin, Illinois, more particularly described in Schedule I attached hereto and made a
part hereof (the "Land").
GRANTING CLAUSE II
All buildings and improvements of every kind and description now existing
or hereafter erected or placed on the Land and all materials intended for construction,
reconstruction, alteration and repairs of such improvements now existing or hereafter
erected thereon, all of which materials shall be deemed to be included within the
Premises immediately upon the delivery thereof to said Land, and all fixtures, fitting,
radiators, awnings, shades, screens, all gas, coal, steam, electric, oil and other heating,
cooking, power and lighting apparatus and fixtures, all cooling and ventilating apparatus
and systems, all plumbing, incinerating, sprinkler equipment and fixtures, all elevators
and escalators and communication equipment; all other fixtures of every kind and nature
whatsoever now or hereafter acquired by Mortgagor and attached to said Land and the
buildings and improvements now existing or hereafter located thereon; and all renewals
or replacements of any of the foregoing or articles in substitution therefor, whether or
not the same are or shall be attached to said buildings or improvements in any manner; it
being mutually agreed, intended and declared that all the property owned by said
Mortgagee and placed by it on the Land shall so far as permitted by law be deemed to
form a part and parcel of the Land and for the purpose of this Mortgage to be real estate
and covered by this Mortgage.
GRANTING CLAUSE III
All right, title and interest of Mortgagor now owned or hereafter acquired
in and to all and singular the estates, tenements, hereditaments, privileges, easements,
franchises and appurtenances belonging or in any wise appertaining to the Land and the
buildings and improvements now or hereafter located thereon and the reversions, rents,
issues, revenues and profits thereof, including all interest of Mortgagor in all rents,
issues and profits of the aforementioned property and all rents, issues, profits, revenues,
royalties, bonuses, rights and benefits due, payable or accruing (including all deposits of
money as advanced rent or for security) under any and all leases or subleases and
renewals thereof of said property (including during any period allowed by law for the
redemption of said property after any foreclosure or other sale) together with the right,
but not the obligation, to collect, receive and receipt for all such rents and apply them to
the indebtedness hereby secured and to demand, sue for and recover the same when due
or payable, provided that the assignments made hereby shall not impair or diminish the
obligations of Mortgagor under the provisions of such leases nor shall such obligations be
imposed upon Mortgagee.
- 3 -
GRANTING CLAUSE IV
All judgments, awards of damages, settlements and other compensation
hereafter made resulting from condemnation proceedings or the taking of the Land or
any part thereof or any building or other improvement now or at any time hereafter
located thereon or any easement or other appurtenance thereto under the power of
eminent domain, or any similar power or right (including any award from the United
States Government at any time after the allowance of the claim therefor, the
ascertainment of the amount thereto and the issuance of the warrant for the payment
thereof), whether permanent or temporary, or for any damage (whether caused by such
taking or otherwise) to said property or any part thereof or the improvements thereon or
any part thereof, or to any rights appurtenant thereto, including severance and
consequential damage, and any award for change of grade of streets (collectively
"Condemnation Awards").
GRANTING CLAUSE V
All property and rights, if any, which are by the express provisions of this
instrument required to be subjected to the lien hereof and any additional property and
rights that may from time to time hereafter, by installation or writing of any kind, be
subjected to the lien hereof by Mortgagor or by anyone in Mortgagor's behalf.
GRANTING CLAUSE VI
All rights in and to common areas and access roads on adjacent properties
heretofore or hereafter granted to Mortgagor and any after-acquired title or reversion in
and to the beds of any ways, roads, streets, avenues and alleys adjoining the Land or any
part thereof.
GRANTING CLAUSE VII
All equipment (as defined in Article 9 of the Illinois Uniform Commercial
Code) now owned or hereafter acquired by the Mortgagor, through the use of the
proceeds of the Bond and now or hereafter placed in, affixed to or used in connection
with the buildings now or hereafter constructed upon any real property which (or upon
any real property an interest in which) is now or hereafter subject to the lien hereof,
including without limitation the machinery, equipment, apparatus, equipment fittings and
readily removable fixtures described in Schedule II attached hereto and made a part
hereof (sometimes hereinafter referred to as the "Equipment");
And as to the property aforesaid which is not deemed to be real property,
including but not limited to equipment and fixtures this Mortgage is hereby deemed to be
as well a Security Agreement under the provisions of the Illinois Uniform Commercial
Code for the purpose of creating hereby a security interest in said property, which is
hereby granted by the Mortgagor, as debtor, to the Mortgagee, as secured party, further
securing the indebtedness hereby secured; the addresses of the Mortgagor (debtor) and
the Mortgagee (secured party) appear at the beginning of this Mortgage;
TO HAVE AND TO HOLD the Premises and the properties, rights and
privileges hereby mortgaged, warranted and assigned, or intended so to be unto
Mortgagee, its successors and assigns, forever; provided, however, that this Mortgage is
- 4 -
upon the express condition that if Mortgagor shall pay or cause to be paid all
indebtedness hereby secured (except the Existing Loans) and shall keep, perform and
observe all and singular the covenants and promises in the Note and in this Mortgage or
in any other instrument or document securing the Note or in the Agreement expressed to
be kept, performed and observed by Mortgagor, then this Mortgage and the estate and
rights hereby granted shall cease, determine and be void, and this Mortgage shall be
released by Mortgagee upon the written request and at the expense of Mortgagor,
otherwise to remain in full force and effect.
IT IS FURTHER UNDERSTOOD AND AGREED THAT:
1. Maintain Premises. Unless Mortgagor shall have exercised its option
to prepay the Note in full pursuant to Section 5.1 of the Agreement, Mortgagor shall (1)
promptly repair, restore or rebuild any buildings or improvements now or hereafter on
the Land which may become damaged or destroyed; (2) keep the Premises in as
reasonably safe condition as its operations permit and in good condition and repair,
without waste and free from charges, encumbrances, mechanics' or other liens; (3) pay
when due any indebtedness which may be secured by a lien, charge or encumbrance on
the Premises and upon request exhibit satisfactory evidence of the discharge of same to
the Institutional Lender; (4) complete by September 1, 1987 the acquisition, installation
and construction of the Project; (5) comply with all requirements of law or municipal
ordinances with respect to the premises and the use thereof; (6) without prior written
consent of the Institutional Lender, which shall not be unreasonably withheld, not make
any material alteration in said Premises except as required by law or municipal
ordinance; and (7) promptly notify the Institutional Lender of any damage or destruction
on the Premises, of any pending or threatened proceeding for the taking (by eminent
domain or otherwise) of any part thereof, of any notice from any governmental authority
alleging violation of any building code, zoning ordinance or other governmental
requirement or of any other event or condition which might impair the value of the
Premises or its use for its intended purpose.
2. Pay Taxes, Charges. Mortgagor shall pay before any penalty attaches
all general taxes, special taxes, special assessments, water charges, sewer service
charges and other charges against the Premises or the interest of the Mortgagor therein
or the use or occupancy thereof or the activities conducted thereat when due, and shall
upon written request furnish to the Institutional Lender duplicate receipts therefor. To
prevent default hereunder, Mortgagor shall pay in full under protest, in the manner
provided by statute, any tax or assessment which Mortgagor may desire to contest.
3. Maintain Insurance. Mortgagor shall keep the Premises insured
against loss or damage by fire, lightning, windstorm, explosion and such other risks as are
usually included under extended coverage policies, and which are usually insured against
by owners of like property in the State of Illinois, in amounts sufficient to prevent
Mortgagor or Mortgagee from becoming a co-insurer of any partial loss under applicable
policies and in any event not less than the then full insurable value (actual replacement
value without deduction for physical depreciation) thereof. Mortgagor shall not carry
separate insurance concurrent in kind or form and contributing in the event of loss, with
any insurance required hereinabove. Mortgagor shall also maintain general public
liability insurance with respect to the Premises against loss because of bodily injury,
including death, or damage to property of others, such insurance to afford protection to
the limit of not less than $1,000,000 in respect of any one occurrence. Mortgagor shall
also obtain and maintain adequate workers compensation insurance and such other
- 5 -
insurance with respect to the Premises in such amounts and against such insurable
hazards as Mortgagee from time to time may require, including, without limitation,
boiler and machinery insurance, insurance against flood risks and insurance against other
losses due to fire and risks now or hereafter embraced by so-called "extended coverage"
and builders risk insurance. Such insurance policies shall be maintained in companies
reasonably satisfactory to the Institutional Lender, under insurance policies payable, in
case of loss or damage, to Mortgagee and the Institutional Lender, as their respective
interests may appear (such rights to be evidenced by the standard noncontributory
mortgage clause to be attached to each policy) and providing that the same may not be
cancelled except upon 30 days' prior written notice to the Institutional Lender, and shall
deliver all policies, including additional and renewal policies, to the Institutional Lender,
and in case of insurance about to expire, shall deliver renewal policies not less than 30
days prior to the respective dates of expiration. Any insurance proceeds paid under such
policies shall be disbursed in accordance with Section 8.8 of the Agreement. Mortgagor
hereby irrevocably constitutes and appoints the Institutional Lender its true and lawful
attorney in fact to endorse the name of Mortgagor on any commercial paper evidencing
any insurance proceeds. Any insurance proceeds remaining after completion of
restoration of any improvements shall be applied in accordance with Section 8.8 of the
Agree ment.
4. Condemnation. Mortgagor acknowledges that Condemnation Awards
have been assigned to Mortgagee, which awards Mortgagee is hereby irrevocably
authorized to collect and receive, and to give appropriate receipts and acquittances
therefor. Mortgagor covenants and agrees that Mortgagor will give Mortgagee and
Institutional Lender immediate notice of the actual or threatened commencement of any
proceedings under condemnation or eminent domain affecting all or any part of the
Premises including any easement therein or appurtenance thereof or severance and
consequential damage and change in grade of streets, and will deliver to Institutional
Lender copies of any and all papers served in connection with any such proceedings. All
Condemnation Awards shall be paid over to the Institutional Lender and shall be held or
disbursed or applied upon the terms and conditions provided in Section 8.9 of the
Agree ment.
5. Institutional Lender May Act. In case Mortgagor shall fail to perform
any covenants herein contained, the Institutional Lender may, but need not, make any
payment or perform any act herein required of Mortgagor in any form and manner
deemed expedient, and may, but need not, make full or partial payments of principal or
interest on prior encumbrances, if any, and purchase, discharge, compromise or settle
any tax lien or other prior lien on title or claim riereof, or redeem from any tax sale or
forfeiture affecting said Premises or contest an ix assessment. All moneys paid for
any of the purposes herein authorized and all e :pi ises paid or incurred in connection
therewith, including attorneys' fees, and any attic- aoneys advanced by the Institutional
Lender to protect the Premises and the lien hereo;, plus reasonable compensation to the
Institutional Lender for each matter concerning which action herein authorized may be
taken shall be so much additional indebtedness secured hereby and shall become
immediately due and payable without notice and with interest thereon at a rate equal to
the Prime Rate then in effect plus one percent per annum, and all sums so advanced,
with interest, if and to the extent such sums and interest do not exceed an amount equal
to the amount of the Note, shall be secured hereby in priority to the indebtedness
evidenced by the Note; but no such advance shall be deemed to relieve the Mortgagor
from any default hereunder. The Institutional Lender shall be subrogated to all rights,
claims and liens of any party whose debt is discharged pursuant to this Section 5.
- 6 -
Inaction of the Institutional Lender shall never be considered as a waiver of any right
accruing to it on account of any default hereunder on the part of the Mortgagor. The
Institutional Lender in making any payment hereby authorized may do so according to
any bill, statement or estimate procured from the appropriate public office or holder of
the claim to be discharged without inquiry into the accuracy of such bill, statement or
estimate or into the validity of any tax, assessment, sale, forfeiture, tax lien or title or
claim thereof.
6. Default. Mortgagor shall pay each item of indebtedness herein
mentioned, both principal and interest, when due according to the terms hereof and of
the Note and with respect to the Existing Loans in accordance with the terms thereof.
At the option of the Institutional Lender exercised by notice in writing to Mortgagor, all
unpaid indebtedness secured hereby (except the Existing Loans) shall, notwithstanding
anything in the Note or in this Mortgage to the contrary, become due and payable (a) in
the case of default in making payment when due of any installment of principal or
interest on the Note when due or in making payment of any other sum due hereunder, or
(b) in case Mortgagor shall, without the prior written consent of the Institutional Lender,
which consent shall not be unreasonably withheld, sell, assign, transfer or lease the real
estate subject hereto, or any portion thereof or interest therein, or contract or agree so
to do, or (c) when any other default shall occur and continue for 30 days in the
performance or observance of any other agreement of the Mortgagor herein contained,
unless the default is such that it cannot be remedied within the 30 day period and the
Company institutes corrective action within such 30 day period and diligently pursues
such action and the default is remedied within 60 days after the date of default, or (d)
the occurrence of an Event of Default under Section 11 of the Agreement, or (3)
Mortgagor abandons the Premises, or (f) proceedings shall be commenced to foreclose or
otherwise realize upon any lien, charge or encumbrance on the Premises or any part
thereof which in the Institutional Lender's judgment will impair the security of this
Mortgage, or (g) the occurrence of a default under an Existing Loan. The occurrence of
any of the foregoing events described in (a) through (g) of this Section 6 shall constitute
an event of default hereunder.
7. Remedies. When the indebtedness hereby secured shall become due,
whether by acceleration or otherwise, Mortgagee shall have the following rights and
remedies:
(a) Mortgagee may proceed to protect and enforce the
rights of Mortgagee hereunder (i) by any action at law, suit in equity
or other appropriate proceedings, whether for the specific per-
formance of any agreement contained herein, or for an injunction
against the violation of any of the terms hereof, or in aid to the
exercise of any power granted hereby or by law, or (ii) by the
foreclosure of this Mortgage.
(b) The Mortgagee shall, with respect to any part of the
Premises constituting property of the type in respect of which the
realization on a lien or security interest granted therein is governed
by the Illinois Uniform Commercial Code, including without
limitation (i) the right to the possession of any such property, or any
part thereof, and the right to enter without legal process any
premises where any such property may be found and remove the
same therefrom (provided that if such property is affixed to real
- 7 -
estate, such removal shall be subject to the conditions stated in the
Illinois Uniform Commercial Code); (ii) the right to hold, maintain,
preserve and prepare such property for sale, until disposed of, or to
retain such property subject to the Mortgagor's right of redemption
in satisfaction of the Mortgagor's obligations, as provided in the
Illinois Uniform Commercial Code; (iii) the right to require the
Mortgagee to assemble such property and make it available to the
Mortgagee for its possession at a place to be designated by the
Mortgagee which is reasonably convenient to both parties; and
(iv) the right to buy at any public sale and, if such property is of a
type customarily sold in a recognized market or is of the type which
is the subject of widely distributed standard price quotations, at
private sale, which sale may be held as part of and in conjunction
with any foreclosure sale of the real estate comprised within the
Premises.
(c) Upon the bringing of any suit to foreclose this Mortgage
or enforce any other remedy available hereunder, Mortgagee shall,
as a matter of right, without notice and without giving bond to
Mortgagor or anyone claiming by, under or through either of them,
and without regard to the solvency or insolvency of Mortgagor or the
then value of the Premises, to the extent permitted by applicable
law, be entitled to have a receiver appointed of all or any part of
the Premises and the rents, issues and profits thereof, with such
power as the court making such appointment shall confer, and
Mortgagor hereby consents to the appointment of such receiver and
shall not oppose any such appointment. Any such receiver may, to
the extent permitted under applicable law, without notice, enter
upon and take possession of the Premises or any part thereof by
force, summary proceedings, ejectment or otherwise, and may
remove Mortgagor or other persons and any and all property
therefrom and income, rents, issues and profits accruing with
respect thereto or any part thereof, whether during the pendency of
any foreclosure or until any right of redemption shall expire or
otherwise.
(d) In any suit to foreclose the lien hereof there shall be
allowed and included as additional indebtedness in the decree for
sale all expenditures and expenses which may be paid or incurred by
or on behalf of Mortgagee or the Institutional Lender for attorneys'
fees, appraisers' fees, outlays for documentary and expert evidence,
stenographic charges, publication costs and costs (which may be
estimated as to items to be expended after the entry of the decree)
of procuring all such abstracts of title, title searches and
examinations, guarantee policies, Torrens certificates and similar
data and assurances with respect to title as Mortgagee or the
Institutional Lender may deem to be reasonably necessary to
prosecute any foreclosure action or to evidence to the bidder at any
sale pursuant thereto the true condition of the title to or the value
of the Premises, all of which expenditures shall become so much
additional indebtedness hereby secured and be immediately due and
payable with interest thereon at a rate equal to the Prime Rate then
- 8 -
in effect plus three percent per annum from the date of expenditure
until paid.
(e) Upon the happening of any event of default hereunder,
Mortgagor in furtherance of, and not by way of limitation of, the
Granting Clauses of this Mortgage, hereby assigns and sets over to
Mortgagee all rents, issues and profits of the Premises, which,
whether before or after foreclosure, until the full and complete
payment of said indebtedness and performance of all obligations,
covenants or agreements hereunder, shall accrue and be owing for
the use and occupation of the Premises, or of any part thereof. For
the purpose aforesaid, Mortgagor does hereby constitute and appoint
the Institutional Lender its attorney in fact irrevocably in its name
to receive, collect and receipt for all earnings and income from the
Premises, as the same may accrue; and out of the amount so
collected to pay and discharge all unpaid indebtedness hereby
secured. For the purpose aforesaid, the Institutional Lender may
enter and take possession of the Premises and manage and operate
the same and take any action which, in the Institutional Lender's
judgment, is necessary or proper to conserve the value of the
Premises. The Institutional Lender may also take possession of, and
for these purposes use, any and all personal property contained in
the Premises and used by Mortgagor. The right to enter and take
possession of the Premises and use any personal 'property therein, to
manage, operate and conserve the same, and to collect the rents,
issues and profits thereof, shall be in addition to all other rights or
remedies of the Institutional Lender hereunder or afforded by law,
and may be exercised concurrently therewith or independently
thereof.
The expenses (including any receiver's fees, counsel fees, costs and agent's compensation)
incurred pursuant to the powers herein contained shall be secured hereby. The
Institutional Lender and Mortgagee shall not be liable to account to Mortgagor for any
action taken pursuant hereto other than to account for any rents actually received by the
Institutional Lender.
8. Application of Proceeds. The purchase money proceeds and/or avails
of any sale of the Premises, or any part thereof and the proceeds and the avails of any
remedy hereunder shall be paid to and applied as follows:
(a) First, to the payment pro rata of costs and expenses of
foreclosure or suit, if any, and of such sale by the Mortgagee or the
Institutional Lender, their agents, attorneys and counsel, and of all
proper expenses, liability and advances incurred or made hereunder
by the Mortgagee or the Institutional Lender, together with interest
thereon at a rate equal to the Prime Rate then in effect plus one
percent per annum until paid (or such lesser rate as may be the
maximum not prohibited by applicable law) on all such advances, and
of all taxes, assessments or liens superior to the lien of these
presents, except any taxes, assessments or other superior lien
subject to which said sale may have been made; and
- 9 -
(b) Second to the payment pro rata of the amount then
owing or unpaid on the Note for principal and interest; and
(c) Third, to the payment of any other sums required to be
paid by the Mortgagor pursuant to any provisions of this Mortgage,
the Collateral Assignment, the Agreement, the Contingent Purchase
Agreement (as defined in the Agreement), or the Note; and
(d) Fourth, to the payment or prepayment of the Existing
Loans, if any, whether of not they are in default; and
(d) Fifth, to the payment of the surplus, if any, to the
Mortgagor, its successors and assigns, or to whomsoever may be
lawfully entitled to receive the same.
In case the Mortgagee or the Institutional Lender shall have proceeded to
enforce any right under this Mortgage by foreclosure, sale, entry or otherwise, and such
proceedings shall have been discontinued or abandoned for any reason or shall have been
determined adversely, then and in every such case the Mortgagor, the Mortgagee and the
Institutional Lender shall be restored to their respective former positions and rights
hereunder with respect to the property subject to the lien of this Mortgage.
9. Additional Remedies. Mortgagor shall not and will not apply for or
avail itself of any appraisement, valuation, stay, extension, exemption or redemption
laws, or any so-called "Moratorium Laws," now existing or hereafter enacted, in order to
prevent or hinder the enforcement or foreclosure of this Mortgage or the sale of the
Premises, but hereby waives the benefit of such laws. Mortgagor for itself and all who
may claim through or under it waives any and all right to have the property and estates
comprising the Premises marshalled upon any foreclosure of the lien hereof and agrees
that any court having jurisdiction to foreclose such lien may order the Premises sold as
an entirety. Mortgagor hereby waives any and all rights of the redemption from sale to
which it may be entitled under the laws of the State of Illinois on behalf of Mortgagor
and each and every person acquiring any interest in, or title to, the Premises described
herein subsequent to the date of this Mortgage, and on behalf of all other persons to the
extent permitted by law.
10. Indemnity. Mortgagee shall not be obligated to perform or discharge,
nor does it hereby undertake to perform or discharge, any obligation, duty or liability of
Mortgagor, and to the extent provided by law, Mortgagor agrees to protect, indemnify,
defend and hold Mortgagee harmless of and from any and all liability, loss, cost, expense,
or damage which it may or might incur in the exercise of its rights, remedies, powers and
authority hereunder, and of and from any and all claims and demands whatsoever which
may be asserted against it by reason of any alleged obligations, undertakings or
liabilities, except for such claims and demands as result from Mortgagee's gross
negligence or willful actions. Should Mortgagee incur any such liability, loss, cost or
damage of or in the defense of any claims or demands, the amount thereof, including
costs, expenses and attorneys' fees, shall be secured hereby, and Mortgagor shall
reimburse Mortgagee therefor immediately upon demand, with interest accruing at a rate
equal to the Prime Rate then in effect plus one percent per annum from the date of
expenditure until paid.
- 10 -
11. Inspection of Premises. Mortgagee and the Institutional Lender shall
have the right to inspect the Premises at all reasonable times and access thereto shall be
permitted for that purpose, subject to the limitations of access set forth in Section 8.5 of
the Agreement.
12. Remedies Cumulative. No remedy or right of Mortgagee or of the
Institutional Lender acting on Mortgagee's behalf shall be exclusive of, but shall be
cumulative and in addition to, every other remedy or right now or hereafter existing at
law or in equity or by statute or otherwise. No delay in the exercise of or omission to
exercise any remedy or right accruing on any default shall impair any such remedy or
right or be construed to be a waiver of any such default or acquiescence therein, nor
shall it affect any subsequent defaul4 of the same or a different nature. Every such
remedy or right may be exercised concurrently or independently, and when and as often
as may be deemed expedient by Mortgagee or the Institutional Lender.
13. Mortgagor to Pay Costs, Fees. If Mortgagee or the Institutional
Lender shall be made a party to or shall intervene in any action or proceeding affecting
the Premises or the title thereto or the interest of Mortgagee or the Institutional Lender
under this Mortgage, or if Mortgagee or the Institutional Lender employs an attorney to
collect any or all of the indebtedness hereby secured, Mortgagee and the Institutional
Lender shall be reimbursed by Mortgagor, immediately and without demand, for all
reasonable costs, charges, expenses and attorneys' fees incurred by them in any such
case, and the same shall be secured hereby as a further charge and lien upon the
Premises.
14. Recording and Perfecting of Lien. The Mortgagor shall record or
cause the recording of this Mortgage and shall execute and deliver to Mortgagee any and
all financing statements, continuation statements and documents deemed necessary or
appropriate by the Mortgagee in order to perfect and maintain the security interests
herein granted.
15. Severability. All rights, powers and remedies provided herein may be
exercised only to the extent that the exercise thereof does not violate any applicable
law, and are intended to be limited to the extent necessary so that they will not render
this mortgage invalid, unenforceable or not entitled to be recorded, registered or filed
under any applicable law. If any term of this Mortgage shall be held to be invalid, illegal
or unenforceable, the validity of the other terms of this Mortgage shall in no way be
affected thereby.
16. Successors and Assigns. Whenever any of the parties hereto is
referred to, such reference shall be deemed to include the successors and assigns of such
party; and all the covenants, promises and agreements in this Mortgage contained by or
on behalf of the Mortgagor, or by or on behalf of Mortgagee, shall bind and inure to the
benefit of the respective successors and assigns of such parties, whether so expressed or
not.
17. Written Instruments Required. This Mortgage and the provisions
hereof may be changed, waived, discharged or terminated only by an instrument in
writing signed by the party against which enforcement of the change, waiver, discharge
or termination is sought.
- 11 -
18. Headings. The headings of the sections of this Mortgage are for
convenience only and shall not affect the meaning or construction of any provisions
hereof.
19. Notices. All notices hereunder shall be given in accordance with
Section 13.1 of the Agreement.
20. Governing Law. This Mortgage shall be governed by and construed in
accordance with Illinois law.
IN WITNESS WHEREOF, Mortgagor has caused this Mortgage to be
executed and sealed, all as of the day and year first above written, but actually executed
and delivered this day of , 1984.
UNIVERSAL CHEMICALS AND COATINGS, INC.
(SEAL) By:
President
Attest:
Its Secretary
- 12 -
ACKNOWLEDGEMENT
STATE OF ILLINOIS )
SS.
COUNTY OF COOK )
On this day of , 1984, before me personally
appeared to me personally known, who being
by me duly sworn, says that he is the President of Universal Chemicals and Coatings,
Inc., that the foregoing instrument was signed and sealed on behalf of said corporation by
authority of its Board of Directors and he acknowledged that the execution of the
foregoing instrument was the free act and deed of said corporation.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal on
the day and year last above written.
Notary Public
(SEAL)
My Commission Expires:
- 13 -
ASSIGNMENT OF MORTGAGE
The City of Elgin, Illinois hereby assigns the foregoing Mortgage and
Security Agreement to and
its successors and assigns pursuant to the Assignment and Security Agreement dated as
of , 1984 between the City of Elgin, Illinois and
said
CITY OF ELGIN, ILLINOIS
Mayor
(CORPORATE SEAL)
ATTEST:
Clerk
- 14 -
ASSIGNMENT AND SECURITY AGREEMENT
THIS ASSIGNMENT AND SECURITY AGREEMENT dated as of September 1, 1984
(the "Assignment") between CITY OF ELGIN, ILLINOIS, a municipal corporation and a
home rule unit of government of the State of Illinois (the "Issuer"), and AMERICAN
NATIONAL BANK AND TRUST COMPANY OF CHICAGO, as secured party (the
"Institutional L ender");
WITNESSETH:
WHEREAS, the Issuer intends to issue its $4,000,000 Industrial Development
Revenue Bond (Universal Chemicals and Coatings, Inc. Project) (the "Bond") under and
pursuant to the Agreement of even date herewith (the "Agreement") among the Issuer,
Universal Chemicals and Coatings, Inc. (the "Company"), and the Institutional Lender;
and
WHEREAS, the proceeds derived from the issuance of the Bond are to be loaned to
the Company to provide funds to pay or reimburse the Company for the payment of the
costs of acquiring land and of constructing and equipping a manufacturing facility within
the corporate limits of the Issuer (the "Project") which are described and referred to in
the Agreement; and
WHEREAS, the Company will evidence its obligation in respect of such loan by
issuing and delivering its Direct Obligation Note (the "Note") in the principal amount of
$4,000,000; and
WHEREAS, the Institutional Lender has required as a condition to its purchase of
the Bond that the Company, prior to the disbursement of Bond proceeds for the
acquisition of the land, building and fixtures, execute a Mortgage and Security
Agreement to be recorded at the office of the Recorder of Deeds of Cook County (the
"Mortgage") with the Issuer pursuant to which the Company grants to the Issuer a
mortgage on the land, buildings, and security interest in the equipment and fixtures that
are part of the Project, together with other items, to secure the Note, and that the
Issuer execute this Assignment as further security for the Bond, and the Issuer is willing
to execute this Assignment;
WHEREAS, the Institutional Lender has required as a further condition to its
purchase of the Bond that the Company, prior to the disbursement of Bond proceeds,
execute a Collateral Assignment to be filed with the Secretary of State (the "Collateral
Assignment") with the Issuer pursuant to which the Company assigns to the Issuer the
plans and specifications, developers rights, and all contracts required by the Institutional
Lender pertaining to construction, the real estate and the Project to secure the Note,
and that the Issuer execute this Assignment as further security for the Bond, and the
Issuer is willing to execute this Assignment;
NOW, THEREFORE, as one of the inducements to and as part of the consideration
for the purchase by the Institutional Lender of the Bond as provided in the Agreement
and in consideration of the premises and other good and valuable consideration, the
receipt whereof is hereby acknowledged:
SECTION 1. ASSIGNMENT, PLEDGE AND DEPOSITOF COLLATERAL.
The Issuer does hereby pledge, deliver, assign, transfer and grant to the
Institutional Lender and its successors and assigns, as security for the due and punctual
payment of the principal installments of and interest on the Bond, all of its right, title
and interest in and including without limitation its rights to payment of any and all
amounts which may become due under, (a) the Agreement, except any payment made
pursuant to Sections 1.6, 8.2, 8.7, 9.3 and 11.2(b) of the Agreement relating to
indemnification and payment of expenses of the Issuer by the Company, (b) the Note,
(c) the Mortgage, as and when executed, (d) the Collateral Assignment as and when
executed, and (e) all other rights and remedies to enforce such payment of any amount
due the Issuer from the Company under the Agreement, the Note, the Mortgage and the
Collateral Assignment (hereinafter called the "Pledged Collateral").
This assignment, transfer, pledge, grant, and delivery is made as and shall at all
times constitute security for the payment in full of all principal of and interest on the
Bond and the performance and observance by the Issuer of all the covenants and
conditions contained in the Bond and the Agreement; and as security for all expenses and
charges, legal or otherwise, reasonably paid or incurred by the Institutional Lender in
realizing upon or protecting this Assignment or the indebtedness hereby secured.
SECTION 2. WARRANTIES.
The Issuer hereby represents and warrants to the Institutional Lender that the
Issuer is the owner of the Pledged Collateral and all rights incident thereto are free and
clear of any lien, security interest or other claim thereto other than the pledge made
hereunder.
SECTION 3. FURTHER ASSISTANCE.
The Issuer agrees on request of the Institutional Lender to execute and deliver to
the Institutional Lender such other documents or instruments as shall be reasonably
requested by the Institutional Lender to confirm unto the Institutional Lender the pledge
hereunder of the Pledged Collateral.
SECTION 4. CERTAIN RESTRICTIONS ON ISSUER'S RIGHTS IN RESPECT OF
PLEDGED COLLATERAL.
4.1. The Issuer will not:
(a) declare a default or exercise the remedies of the holder of the Note
under the Agreement, or exercise the remedies under the Mortgage or under the
Collateral Assignment or terminate, modify or accept a surrender of, or offer or
agree to any termination, modification or surrender of the Note, the Mortgage, or
the Collateral Assignment or by affirmative act consent to the creation or
existence of any security interest or other lien to secure the payment of
indebtedness upon the Note or the Agreement or the Mortgage or the Collateral
Assignment or any part thereof; or
- 2 -
(b) assign, transfer or hypothecate (other than to the Institutional Lender
hereunder) any payment then due or to accrue in the future under the Agreement,
the Note, the Mortgage, or the Collateral Assignment.
SECTION 5. DEFAULT AND REMEDIES.
5.1. If an event of default under the Agreement shall occur and be
continuing, the Institutional Lender, without obligation to resort to any other security, at
its own expense or the expense of the Company, shall have the right at any time and
from time to time, in its sole discretion, to enforce the rights and remedies specified in
Section 11 of the Agreement and in Section 7 of the Mortgage pledged and assigned
hereunder, and to take any and all action which, in the judgment of the Institutional
Lender, is necessary or appropriate to enforce the rights of the Issuer in respect of its
interest in the Note and all other moneys payable under the Agreement and in respect of
the interests of the Issuer in the Mortgage and the Collateral Assignment. Upon any such
enforcement of rights under the Agreement, the Note, the Mortgage or the Collateral
Assignment, after deducting all costs and expenses of every kind of the Institutional
Lender and the Issuer, including attorney's fees, from the proceeds of any recovery, the
Institutional Lender shall apply any residue to the payment of any liabilities of the Issuer
on the Bond, all as provided in the Agreement, the Mortgage and the Collateral
Assignment. The balance, if any, remaining after payment in full of all of the liabilities
of the Issuer on the Bond shall be paid to the Company.
5.2. The remedies provided herein shall not be deemed exclusive, but shall
be cumulative and shall be in addition to all other remedies existing at law or in equity.
5.3. The satisfaction or performance of any part of the indebtedness
hereby secured shall not affect the security hereby afforded or intended to be afforded
for any other indebtedness hereby secured; but the pledge hereby made shall at all times
remain in full force and effect for the benefit of all indebtedness hereby secured until all
such indebtedness is fully satisfied.
5.4. No delay on the part of the Institutional Lender in exercising any of
its options, powers or rights, or any partial or single exercise thereof, shall constitute a
waiver thereof.
SECTION 6. MISCELLANEOUS.
6.1. Whenever any of the parties hereto is referred to, such reference
shall be deemed to include the successors and assigns of such party; and all the
covenants, promises and agreements in this Assignment contained by or on behalf of the
Institutional Lender shall bind and inure to the benefit of the respective successors and
assigns of such parties whether so expressed or not.
6.2. The unenforceability or invalidity of any provision or provisions of
this Assignment shall not render any other provision or provisions herein contained
unenforceable or invalid.
6.3. The Institutional Lender shall release this Assignment and the lien
hereof by proper instrument or instruments upon presentation of satisfactory evidence
that all indebtedness hereby secured has been fully paid or discharged.
- 3 -
6.4 The parties agree that the assignments made hereby shall not subject
the Institutional Lender to, or transfer, or pass or in any way affect or modify, any
obligations of the Issuer under the Agreement, it being understood and agreed that all
such obligations of the Issuer shall be and remain enforceable only against the Issuer.
This assignment is given solely for the purpose of securing payment by the Issuer of the
principal of and interest on the Bond and the Existing Loans.
6.5. Any term, covenant, agreement or condition of this Asssignment may
be amended or compliance therewith may be waived (either generally or in a particular
instance and either retrospectively or prospectively) by an instrument in writing
executed by the Issuer and the Institutional Lender.
6.6. (a) Any notice provided for herein shall be in writing and shall be
mailed by first class mail, postage prepaid, addressed as follows:
If to the Issuer: City of Elgin, Illinois
City Hall
150 Dexter Court
Elgin, Illinois
Attention: City Clerk
If to the Institutional
L ender: American National Bank and
Trust Company of Chicago
33 North LaSalle Street
Chicago, Illinois 60690
Attention: Corporate Trust Department
If to the Company: Universal Chemicals and Coatings, Inc.
1124 Elmhurst Road
Elk Grove Village, IL 60007
Attention: President
or to the Issuer or the Institutional Lender or the Company at such other address as the
Issuer or the Institutional Lender or the Company may designate by notice duly given in
accordance with this Section to the other parties.
(b) Any notice so addressed and mailed by registered or certified mail
shall be deemed to be given when mailed.
6.7. It is understood that all obligations of the Issuer hereunder are
subject to the limitations set forth in Section 1.5 of the Agreement.
6.8. This Assignment shall in all respects be construed in accordance with
and governed by the laws of the State of Illinois. This Assignment may not be amended
or modified except in writing signed by the parties hereto.
6.9. This Assignment may be executed, acknowledged and delivered in any
number of counterparts, each of such counterparts constituting an original but all
together only one Assignment.
- 4 -
IN WITNESS WHEREOF, the City of Elgin, Illinois has caused this
Assignment and Security Agreement to be executed on its behalf by its Mayor and
attested and sealed with the corporate seal of said City by its City Clerk, and American
National Bank and Trust Company of Chicago has caused this Assignment and Security
Agreement to be executed on behalf by its Officer, and attested and sealed with the
corporate seal of said bank all as of the day and year first above written, but actually
executed and delivered on this day of June, 1984.
CITY OF ELGIN, ILLINOIS
By
Mayor
(SEAL)
A tt est:
Village Clerk
AMERICAN NATIONAL BANK AND TRUST
COMPANY OF CHICAGO
By
Its Officer
(SEAL)
Attest:
Its Vice President
The undersigned hereby consents and agrees to all of the terms and provisions of
the above and foregoing Assignment and Security Agreement.
[CORPORATE SEAL] UNIVERSAL CHEMICALS AND COATINGS, INC.
P resident
ATTEST:
Secretary
- 5 -
ACKNOWLEDGMENT
STATE OF ILLINOIS )
COUNTY OF COOK )
On this day of September, 1984, before me personally
appeared , to me personally known, who being by me
duly sworn, says that he is an Officer of the American National Bank and Trust Company
of Chicago, a national banking association organized and existing under the laws of the
United States of America, that one of the seals affixed to the foregoing instrument is the
seal of said banking association and was affixed on behalf of said banking association by
authority of its Board of Directors, and he acknowledged that the executed and attested
the foregoing instrument on behalf of said banking association by authority of its Board
of Directors and that the execution of the foregoing instrument was the free act and
deed of said banking association.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal on the day
and year last above written.
Notary Public
My Commission Expires:
(Notarial Seal)
ACKNOWLEDGMENT
STATE OF ILLINOIS )
COUNTY OF )
On this day of September, 1984, before me personally
appeared and , to me personally
known, who being by me duly sworn, say that they are the Mayor and the City Clerk,
respectively, of the City of Elgin, Illinois, that one of the seals affixed to the foregoing
instrument is the seal of said municipal corporation and was signed and sealed on behalf
of said municipal corporation by authority of its City Council, and they acknowledged
that they executed and attested the foregoing instrument on behalf of said municipal
corporation by authority of its City Council and that the execution of the foregoing
instrument was the free act and deed of said municipal corporation.
IN WITNESS WHEREOF, I have hereunto set my hand and official seal on the day
and year last above written.
Notary Public
My Commission Expires:
(Notarial Seal)
CONTINGENT PURCHASE AGREEMENT
CONTINGENT PURCHASE AGREEMENT, dated as of September 1, 1984
between UNIVERSAL CHEMICALS AND COATINGS, INC. and AMERICAN NATIONAL
BANK AND TRUST COMPANY OF CHICAGO.
SECTION 1. Definitions.
The following terms shall have the following meanings for all purposes of
this Contingent Purchase Agreement:
"Additions to Tax" shall mean the amount of any penalties and additions to
tax as described in Subchapter A of Chapter 68 of the Code.
"Agreement" shall mean the Agreement dated as of September 1, 1984
among the Issuer, the Company and the Institutional Lender.
"Assignment" shall mean the Assignment and Security Agreement dated as
of September 1, 1984, between the Issuer and the Institutional Lender.
"Bond" shall mean the Bond of the Issuer referred to in the Agreement.
"Bondholder" shall mean American National Bank and Trust Company of
Chicago or any entity to which American National Bank and Trust Company of Chicago
or a transferee therefrom transfers the Bond which, at the time of such transfer, is (a) a
bank or trust company having a combined capital and surplus of at least $10,000,000 or
(b) a member of the affiliated group (within the meaning of Section 1504 of the Code and
any successor section thereto) of American National Bank and Trust Company of Chicago
or such transferee; provided, however, that such term shall not include a Substantial User
or Related Person.
"Code" shall mean the Internal Revenue Code of 1954, as amended.
"Collateral Assignment" shall mean the collateral assignment referred to in
the Agreement from the Company to the Issuer.
"Company" shall mean Universal Chemicals and Coatings, Inc.
"Federal Gross Income" shall mean gross income for Federal income tax
purposes.
"Indemnitee" shall mean (i) the Bondholder or (ii) any Participant.
"Independent Counsel" shall mean any nationally recognized firm of
attorneys with respect to matters pertaining to municipal bonds and the exemption from
Federal income taxation of interest paid on such bonds.
"Issuer" shall mean the City of Elgin, Illinois, and its successors.
"Institutional Lender" shall mean American National Bank and Trust
Company of Chicago and any Indemnitee to which it transfers the whole or its interest in
the Bond.
"Mortgage" shall mean the Mortgage referred to in the Agreement, from the
Company to the Issuer.
"Note" shall mean the Direct Obligation Note of the Company in the
principal amount of $4,000,000 issued pursuant to the Agreement.
"Participant" shall mean any entity to which a Bondholder sells a
participation in the Bond which, at the time of such sale, is (a) a bank or trust company
having a combined capital and surplus of at least $10,000,000 or (b) a member of the
affiliated group (within the meaning of Section 1504 of the Code and any successor
section thereto) of such Bondholder; provided, however, that such term shall not include
a Substantial User or Related P erson.
"Payment Period" shall mean the period from the date specified in the
Section 3(a) Notice until the earlier of (i) repayment in full of the Bond together with
accrued interest thereon, or (ii) the purchase of the Bond by the Company pursuant to
Section 3 hereof.
"Project" shall mean the Project as defined in the Agreement.
"Section 3(a) Notice" shall mean a notice given by the Institutional Lender or
any other Indemnitee to the Company of a proposed deficiency letter pursuant to
Section 3(a)(i) hereof, or the delivery by a Bondholder to the Company pursuant to
Section 3(a)(ii) hereof of a Taxability Opinion (as defined in said Section).
"Substantial User or Related Person" shall mean "substantial user" of the
Project or a "related person" within the meaning of Section 103(b)(10) of the Code (or any
successor sections thereto) and the regulations issued thereunder.
SECTION 2. Representations and Warranties.
2.1. Incorporation by Reference. The Company agrees that all
representations and warranties made by it in Section 2.1 of the Agreement are
incorporated herein by this reference.
2.2. No Event Permitting Institutional Lender to Require Purchase of
Bond. There has occurred and is continuing no event or condition which, assuming the
giving of notice or lapse of time or both, if required, would permit the Institutional
Lender to require the Company to purchase the Bond pursuant to Section 3 hereof.
SECTION 3. Obligation to Purchase Bond.
The Bondholder may, at its election by written notice to the Company,
require the Company to purchase the Bond on a date thereafter (the "Purchase Date")
specified by such Bondholder in such notice, such Purchase Date to be no less than
60 days from the date such notice is given, if any of the following shall have occurred:
- 2 -
(a) (i) any proposed deficiency letter shall be issued to,any
Indemnitee by the Internal Revenue Service stating in effect that any
payment of interest on the Bond or any amount in respect of interest on
the Bond is includable in such Indemnitee's Federal Gross Income, and
notice of such proposed deficiency letter shall be given to the Company,
and, if such Indemnitee is a Participant, to the Bondholder, by such
Indemnitee;
(ii) an Indemnitee shall have delivered to the Company,
and, if such Indemnitee is a Participant, to the Bondholder, an opinion of
Independent Counsel to the effect that any payment of interest on the bond
or any amount in respect of interest on the Bond made on or after a date
specified in said opinion is includable in the Federal Gross Income of such
Indemnitee (the "Taxability Opinion"), other than an Indemnitee who is a
substantial user of the Project or any person considered to be related to
such person within the meaning of Section 103(b) of the Code, and within
30 days of the delivery of the Taxability Opinion to the Company, the
Company shall not have delivered to such Indemnitee and, if such
Indemnitee is a Participant, to the Bondholder, an opinion of Independent
Counsel to the effect that any payment of interest on the Bond or any
amount in respect of interest on the Bond made on or after the, date
specified in the Taxability Opinion is excludable from the Federal Gross
Income of such Indemnitee;
(b) there occurs a change in the Constitution of the State of
Illinois or the Constitution of the United States of America or any
legislative or administrative action (whether state, local or Federal) or a
final decree, judgment or order of any court or administrative body
(whether state, local or Federal), with the result that the Note, the Bond,
the Agreement, or this Contingent Purchase Agreement shall have become
void or impossible of performance in accordance with the intent and
purposes of the parties thereto as expressed therein;
(c) an Event of Default shall occur under Section 11 of the
Agreem ent;
(d) any representation or warranty of the Company made herein
shall prove to have been false in any material respect at the time that it
was made;
provided, that the Company shall not be required to purchase the Bond pursuant to
subparagraph (a)(i) above unless the events set forth in the next succeeding paragraph
shall have occurred.
Each Indemnitee agrees that if requested by the Company, it will appeal any
adjustment of its Federal income taxes proposed by any such proposed deficiency letter
as described in subparagraph (a)(i) above until such appeal, if made, has been abandoned
by the Company or has been finally determined by a court of the United States of
America from which no further appeal exists, provided that such Indemnitee and the
- 2 -
Company shall have first received an opinion of Independent Counsel to the effect that
there is a meritorious basis for defending against the determination by the Internal
Revenue Service that interest on the Bond is includable in such Indemnitee's taxable
income. The Company shall have the right to advise and consult with attorneys for such
Indemnitee, to submit memoranda or briefs and, to the extent permitted by applicable
law or rule or regulation, to attend conferences and to participate in any negotiations or
proceedings relating to or in connection with any such appeal (and any such Indemnitee
agrees that it will give the Company timely notice of any conferences with officers of or
attorneys for the Internal Revenue Service at which the proposed adjustment will be
discussed and will also consult with the Company with respect to the terms of any
settlement of any such proposed adjustment). The Company agrees to pay all expenses
incurred by any Indemnitee in connection with such appeal which are properly allocable
to the appeal of the issue of the taxability of interest on the Bond, including any
deficiency paid by the Indemnitee to the Internal Revenue Service during any such
contest if such payment is requested to be made by the Company. The Indemnitee shall
cooperate with the Company in such appeal
Any notice pursuant to subparagraph (a) hereof shall set forth the date as of
which interest may have become includable in the Indemnitee's Federal Gross Income and
such date shall be the start of the Payment Period.
The aggregate purchase price to be paid by the Company to the Bondholder
if the Bond is required to be purchased pursuant to this Section 3, shall be equal to the
sum of the unpaid principal amount of such Bond, together with accrued interest thereon
to the date of purchase and shall be paid in Federal or other immediately available funds
at the principal office of the respective Bondholder on the Purchase Date (it being
agreed that time is of the essence in this Contingent Purchase Agreement) and upon such
payment such Bond shall be delivered to the Company. Any sale to the Company of the
Bond pursuant to this Section 3 shall be without recourse to the Bondholder and without
representation or warranty of any kind by the Bondholder.
SECTION 4. Continuing Nature of the Agreement.
4.1. The obligation of the Company hereunder shall be continuing and
remain in full force and effect irrespective of:
(a) the validity, regularity or enforceability of the Bond,
the Agreement, the Note, the Mortgage, the Collateral Assignment
or the Assignment or any of the terms thereof (including the failure
or lack of priority of a first lien of the Mortgage, the Collateral
Assignment or the Assignment), the continuance of any obligation of
the Issuer on the Bond or under the Agreement or the Assignment or
the existence or continuance of the Issuer or of the Project;
(b) any failure of the Institutional Lender as to diligence
in collection or protection, failure in presentment or demand for
payment, protest, notice of protest, notice of default and of
nonpayment, any failure to give notice, or failure of the Issuer to
keep and perform any covenant or agreement under the terms of the
Bond, the Agreement or the Assignment or failure to resort, for
payment, to the Issuer or to any property, security, liens or other
- 3 -
rights or remedies (the Company hereby expressly waiving all of the
foregoing);
(c) the acceptance of any security or guaranty; the
extension of additional credit or other financial accommodation to
the Issuer, the renewal or extension of the Bond or amendments to
or modifications of the Bond or of the Agreement, the Note, the
Mortgage, the Collateral Assignment, or the sale, release,
substitution or exchange of any security which may be given for the
Bond (the Company hereby expressly consenting to all of the
foregoing);
(d) any defense whatsoever that the Issuer might have to
the payment of the Bond (principal and interest) or to the
performance or observance of any of the provisions of the
Agreement or Assignment;
(e) any act or failure to act of any Indemnitee with regard
to the Bond, the Agreement, the Note, the Mortgage, the Collateral
Assignment or the Assignment or anything which might vary the risk
of the Company hereunder;
(f) the waiver, surrender, compromise, settlement,
discharge, release or termination of any of the obligations,
covenants and agreements of the Issuer contained in the Bond, the
Agreement, the proceedings authorizing. the Bond or in the
Assignment;
(g) any failure of title with respect to the Issuer's or the
Company's interest in the Project or any part thereof;
(h) any defense whatsoever that the Company might have
to the payment of the Note (principal and interest) or to the
performance or observance of any of the provisions of the
Agreement or Assignment it being the purpose and intent of this
Contingent Purchase Agreement that the obligations of the
Company hereunder shall not be affected, modified or impaired upon
the happening from time to time of any event, including without
limitation, any of the foregoing.
4.2. In order to hold the Company liable hereunder, there shall be no
obligation on the part of any Bondholder at any time to resort for payment to the Issuer
or to any other persons, firms or corporations, their properties or estates, or to resort to
any collateral, security, property, liens or other rights or remedies whatsoever, and the
Bondholder shall have the right to enforce this Contingent Purchase Agreement
irrespective of whether or not other proceedings or steps are pending seeking resort to or
realization upon or from any of the foregoing. The Company waives notice of and
consents to the purchase by American National Bank and Trust Company of Chicago of
the Bond. The granting of credit to the Issuer by American National Bank and Trust
Company of Chicago from time to time in addition to the obligation evidenced by the
Bond without notice is hereby authorized and shall in no way affect or impair the
obligations and liability of the Company hereunder.
- 4 -
4.3. Any Bondholder may make repeated and successive demands
hereunder.
SECTION 5. Income Taxation.
5.1. Additional Payments. In the event that at any time (whether before
or after redemption or other payment of the Bond or any purchase thereof by or on
behalf of the Company), Bondholder shall give a Section 3(a) Notice (and in the case of
Section 3(a) Notice pursuant to Section 3(a)(ii) hereof, the Company shall not have
delivered a responsive opinion of Independent Counsel as provided for in Section 3(a)(ii)),
the Company will pay to the Bondholder in Federal or other immediately available funds
at the time or times set forth in Section 5.2 hereof the sum of:
(a) an amount equal to
(i) the amount of interest which would have been
payable on the unpaid principal amount of the Bond held by
such Bondholder during the Payment Period if the Bond had
borne interest at a rate per annum equal to one hundred and
ten percent (110%) of the Prime Rate (as defined in the
Agreement), less
(ii) the amount of interest or amounts in respect of
interest actually paid or accrued with respect to the Bond on
the Bond during the Payment Period; plus
(b) an amount equal to the amount of any interest and
Additions to Tax payable to the United States of America as a
consequence of the failure to include the interest on, or any amount
in respect of interest on, the Bond in the Federal Gross Income of
any Indemnitee.
The Bondholder has accepted the Bond upon, and has paid therefor a price
which reflects, the understanding that the interest thereon is exempt from Federal
income taxation. It is the intent and purpose of this Section 5 to indemnify the
Bondholder in the event that such interest becomes taxable.
5.2. Payment Dates. (a) Payments provided for under Section 5.1(a)
hereof shall be paid by the Company promptly on demand by the Bondholder, which
demand or series of demands, as the case may be, may be made at the time of, and from
time to time subsequent to, the occurrence of any event or the existence of any
condition which is referred to in Section 3(a) Notice, provided that (i) if the Company
elects to exercise its rights set forth in the second paragraph of Section 3 hereof with
respect to Section 3(a) Notice given pursuant to Section 3(a)(i), the Company shall not be
required to make any payments until the appeal described in such paragraph is abandoned
by the Company or finally determined by a court of the United States of America from
which no further appeal exists, and (ii) the Company shall not be required to make any
payments prior to 30 days after Section 3(a) Notice given pursuant to Section 3(a)(ii).
(b) Payments under Section 5.1(b) hereof shall be made by the Company
promptly on demand or series of demands by the Bondholder.
- 5 -
5.3. Repayments. In the event that after any payment by the Company to
the Bondholder pursuant to Section 5.1 hereof:
(a) the Internal Revenue Service or the United States Tax Court
or any Federal court shall determine that interest on the Bond or amounts in
respect of interest on the Bond is excludable from the Federal Gross Income
of any Indemnitee, and as a result thereof, such Indemnitee shall have
received from the Internal Revenue Service a refund of any Federal income
tax (including any interest or Additions to Tax paid in respect thereof) paid
by such Indemnitee in respect of interest on the Bond, such Indemnitee (as a
condition precedent to such Indemnitee's right to receive any payment from
the Company pursuant to Section 5.1 hereof) hereby agrees that it will pay
to the Company an amount equal to the net after tax amount of such refund;
or
(b) any Indemnitee fails to include the payment of any interest on
the Bond or any amount in respect of interest on the Bond relating to the
Payment Period as Federal Gross Income in such Indemnitee's Federal tax
return with respect to such period, such Indemnitee (as a condition precent
to such Indemnitee's right to receive any payment from the Company
pursuant to Section 5.1 hereof) hereby agrees that it will reimburse the
Company within 30 days of filing such tax return for amounts paid by the
Company to the Indemnitee pursuant to Section 5.1 pertaining to the period
covered by such tax return.
SECTION 6. Local Taxes, etc.
The Company agrees to indemnify each Indemnitee and hold it harmless on
an after-tax basis against any documentary, franchise, income (other than Illinois income
taxes), sales, use or property taxes, fees, assessments or charges imposed with respect to
the Bond or by reason of the execution, delivery, performance of or satisfaction of the
Company's obligations under this Contingent Purchase Agreement, the Agreement, the
Note, the Bond, the Mortgage, the Collateral Assignment or the Asssignment. The
obligations of the Company hereunder shall survive the payment in full of the Bond and
the purchase thereof pursuant to Section 3 hereof.
SECTION 7. Miscellaneous.
7.1. Notices. All notices hereunder shall be deemed to have been given
when deposited in the United States mail, first class postage prepaid, addressed as
follows: if to the Company, at 1124 Elmhurst Road, Elk Grove Village, Illinois 60007,
Attention: President; if to the Institutional Lender at 33 North LaSalle Street, Chicago,
Illinois 60690, Attention: Corporate Trust Department; or at any other address of which
any of the foregoing shall have notified the person giving such notice in writing.
7.2. Term of the Contingent Purchase Agreement. The term of this
Contingent Purchase Agreement shall be until (i) the payment in full of all principal of
and interest on the Bond and all other sums payable to the Bondholder pursuant to this
Contingent Purchase Agreement or (ii) until the purchase of the Bond pursuant to
Section 3 hereof and the payment of all other sums payable to the Bondholder pursuant to
this Contingent Purchase Agreement, whichever is earlier.
- 6 -
7.3. No Waivers. No failure or delay by any Bondholder in exercising any
right, power or privilege hereunder shall operate as a waiver thereof; nor shall any single
or partial exercise thereof preclude any other or further exercise thereof or the exercise
of any other right, power or privilege. No failure or delay by any Bondholder in
exercising any right, power or privilege under or in respect of the Bond, the Agreement,
the Mortgage, the Collateral Assignment or the Assignment shall affect the rights,
powers or privileges of the Bondholder hereunder or constitute a waiver of any thereof.
7.4. Illinois Law. This Contingent Purchase Agreement shall be deemed to
be a contract made under and shall be construed in accordance with and governed by the
laws of the state of Illinois.
7.5. Notation on Bond. American National Bank and T rust Company of
Chicago agrees to make a notation on the Payment Records attached to the Bond and the
Note of the date and amount of each such payment of principal and interest on the Bond
and the Note and further agrees to make the Bond and the Note available at the principal
office of the American National Bank and Trust Company of Chicago to representatives
of the Company for verification of such notations.
7.6. Changes, Waivers, etc. Neither this Contingent Purchase Agreement
nor any provisions hereof may be changed, waived, discharged or terminated, except by a
statement in writing signed by each party against which enforcement of the change,
waiver, discharge or termination is sought.
7.7. Counterparts. This Contingent Purchase Agreement may be signed in
any number of counterparts with the same effect as if the signatures thereto and hereto
were upon the same instrument.
7.8. Successors and Assigns. This Contingent Purchase Agreement shall
be binding upon and inure to the benefit of the parties hereto and their respective
successors and assigns. The Institutional Lender, or any assignee, may transfer the Bond
only as a whole, and not in part, in accordance with the provisions of the Agreement, and
upon any such transfer prompt notice thereof shall be given to the Company.
- 7 -
•
a •
7.9. Participations. Nothing herein shall be deemed to prevent-or restrict
a Bondholder from granting participations in the Bond to other parties deemed
appropriate by it.
UNIVERSAL CHEMICALS AND COATINGS,INC.
[CORPORATE SEAL]
ATTEST: By
Its
Its Secretary
AMERICAN NATIONAL BANK AND TRUST
COMPANY OF CHICAGO
[CORPORATE SEAL]
ATTEST: By
Its
Its
- 8 -
1 , .
This Bond is Transferable Only as a Whole.
UNITED STATES OF AMERICA
STATE OF ILLINOIS
CITY OF ELGIN, ILLINOIS
INDUSTRIAL DEVELOPMENT REVENUE BOND
(UNIVERSAL CHEMICALS AND COATINGS, INC. PROJECT)
$4,000,000
KNOW ALL MEN BY THESE PRESENTS that the City of Elgin, Illinois, a municipal
corporation and a home rule unit of government of the State of Illinois (the "Issuer"), for
value received, promises to pay from the source and as hereinafter provided, to the
American National Bank and Trust Company of Chicago (the "Institutional Lender"), the
principal sum of FOUR MILLION DOLLARS ($4,000,000), payable in quarterly
installments on September 1, December 1, March 1 and June 1 of the years (the
"Payment Dates") and in the amounts as follows:
Principal Payment for
Payment Date Payment Dates
$20,000 December 1, 1984, March 1, 1985,
June 1, 1985, September 1, 1985
$30,000 December 1, 1985, March 1, 1986,
June 1, 1986, September 1, 1986
$40,000 December 1, 1986, March 1, 1987,
June 1, 1987, September 1, 1987
$50,000 December 1, 1987, March 1, 1988,
June 1, 1988, September 1, 1988
$60,000 December 1, 1988, March 1, 1989,
June 1, 1989, September 1, 1989
$80,000 December 1, 1989 and each Payment Date
thereafter until September 1, 1999
and to pay interest on the unpaid principal balance hereof from the date of this Bond at
nine and one-half percent (9-1/2%) per annum through August 31, 1989 and thereafter at
a varying rate per annum which shall be seventy-five percent (75%) of the rate of
interest publicly announced by the American National Bank and Trust Company of
Chicago from time to time as its prime rate (the "Prime Rate") with adjustments to such
varying rate to be made on the same date as any announced change in the Prime Rate,
- 1 -
provided that any changes in the Prime Rate occurring within 15 days before any
Payment Date resulting in an increase or decrease in the interest which would otherwise
be payable hereon on such Payment Date shall not, if an increase, be payable by the
Company (hereinafter defined) on such Payment Date, but shall instead be payable by the
Company (hereinafter defined) on the next succeeding Payment Date or shall, if a
decrease, reduce the amount that the Company (hereinafter defined) would otherwise
have to pay on such next succeeding Payment Date. Interest shall be calculated, for
actual days elapsed, on a 360 day year. In the event of a declaration of default by the
Institutional Lender interest on overdue principal and, to the extent permitted by law, on
overdue interest, shall be payable on demand at a rate equal to the Prime Rate then in
effect plus three percent (3%) per annum until paid.
Both principal hereof and interest hereon are payable in immediately available
funds current by 2:00 O'Clock P.M. on each due date thereof at the principal office of
Institutional Lender, in Chicago, Illinois or its successors and assigns.
In any case where the date of maturity of interest on or principal of this Bond or
the date fixed for prepayment of all or a portion of this Bond shall be on a Saturday,
Sunday or a legal holiday or a day on which banking institutions are authorized by law or
executive order to close in the city where the principal office of the Institutional Lender
is located, then payment of interest or principal need not be made on such date but may
be made on the next succeeding business day not a Saturday, Sunday or a legal holiday or
a day upon which banking institutions are authorized by law or executive order to close,
and this Bond shall continue to bear interest until said date.
This Bond is issued for the purpose of funding a loan by the Issuer to Universal
• Chemicals and Coatings, Inc. (the "Company"), a Delaware corporation, for the purpose
of financing the costs of acquiring land and of constructing and equipping a
manufacturing facility within the corporate limits of the Issuer (the "Project") and the
payment of necessary costs incidental thereto. This Bond is secured by and entitled to
the protection of an Assignment and Security Agreement dated as of September 1, 1984
(the "Assignment"), duly executed and delivered by the Issuer to the Institutional Lender
and by a Mortgage and Security Agreement and a Collateral Assignment from the
Company to the Issuer. The terms and conditions of the acquisition and construction of
the Project, the loan of the proceeds of this Bond to the Company for such purpose, the
issuance by the Company of its Direct Obligation Note (the "Note") sufficient to repay
said loan, and the terms upon which this Bond is issued and secured are contained in an
Agreement dated as of September 1, 1984 (the "Agreement") among the Issuer, the
Company and the Institutional Lender.
It is hereby certified, recited and declared that all acts, conditions and things
required to exist, happen and be performed precedent to and in the execution and
delivery of the Agreement, the Assignment and the issuance of the Bond do exist, have
happened and have been performed in due time, form and manner as required by law; and
that the issuance of this Bond, together with all other obligations of the Issuer, does not
exceed or violate any constitutional or statutory limitation.
This Bond is issued pursuant to the home rule powers of the Issuer and pursuant to
proceedings of the City Council of the Issuer authorizing the execution and delivery of
the Agreement and the Assignment. This Bond does not constitute a general obligation
of the Issuer, but is a limited obligation of the Issuer, payable solely out of the income
and revenues of the Issuer to be derived from the Project pursuant to the Agreement. No
- 2 -
•
holder of this Bond shall have the right to compel any exercise of the taxing power of the
Issuer, or the State of Illinois or any political subdivision thereof, to pay this Bond or the
interest or premium, if any, thereon, and this Bond does not constitute an indebtedness or
a loan of credit of the Issuer, the State of Illinois or any political subdivision thereof, or
a charge against their general credit or taxing powers, within the meaning of any
constitutional or statutory provision.
No recourse shall be had for the payment of the principal of and interest on this
Bond or for any claim based thereon or upon any obligation, covenant or agreement in the
Agreement contained, against any past, present or future official, officer, agent or
employee of the Issuer or any successor corporation, as such, either directly or through
the Issuer or any successor corporation, under any rule of law or equity, statute or
constitution or by the enforcement of any assessment or penalty or otherwise, and all
such liability of any such official, officer, agent or employee as such is hereby expressly
waived and released as a condition of and in consideration for the execution of
Agreement and the issuance of this Bond.
As provided in the Agreement, this Bond is subject to optional calls by the
Institutional Lender for mandatory prepayment, in whole, on September 1, 1989 and
September 1, 1994 and to other provisions for optional and mandatory prepayment, in
whole or in part, all without premium as specified and subject to the limitations set forth
in the Agreement. The Issuer agrees to make required prepayments on account of this
Bond in accordance with the provisions of the Agreement. Any partial prepayments shall
be applied to the installments due hereon in the inverse order of their maturities.
In the Agreement the Company agrees to pay to the Issuer and the Institutional
Lender all costs and expenses reasonably incurred by them in the collection of the Note
and this Bond, including reasonable attorneys' fees incurred by the Issuer or the
Institutional Lender for all services rendered in connection therewith.
Payments upon this Bond are to be made directly by the Company, on behalf of
the Issuer to the Institutional Lender as permitted under the Agreement and, accordingly,
any transferee hereof should verify the unpaid principal hereof with the Company prior
to the acquisition hereof.
This Bond is transferable only as a whole and only upon surrender hereof for
cancellation together with a written instrument of transfer satisfactory to the Issuer
executed by the Institutional Lender or its duly authorized attorney. Upon such transfer,
a new Bond, in like form as this Bond, will be issued, both principal and interest of which
will be payable to the transferee, in the principal amount of the outstanding principal
balance hereof. If this Bond is so transferred, the term "Institutional Lender" shall mean
the transferee of this Bond.
- 3 -
This Bond shall be governed and construed in accordance with the laws of the
State of Illinois.
IN WITNESS WHEREOF, the City of Elgin, Illinois has caused this Bond to be
executed in its name by the manual signature of the Mayor and attested by the manual
signature of its City Clerk, and its corporate seal to be impressed hereon, all as
of , 1984.
CITY OF ELGIN, ILLINOIS
By
Mayor
Attest:
City Clerk
[SEAL]
- 4 -
DEPOSITARY AGREEMENT
BY AND AMONG
THE CITY OF ELGIN, ILLINOIS,
UNIVERSAL CHEMICAL AND COATINGS, INC.
AND
AMERICAN NATIONAL BANK AND TRUST COMPANY
OF CHICAGO,
as Depositary
Dated as of , 1984
Industrial Development Revenue Bond, Series
(Universal Chemical and Coatings, Inc. Project)
Table of Contents
Recitals Page
Section 1. Depositary Fund 2
Section 2. Depositary Charges and Expenses 3
Section 3 . Moneys to be Held in Trust 3
Section 4 . Investments 3
Section 5. Acceptance of Obligations 4
Section 6 . Resignation of Depositary 4
Section 7 . Indemnification of Depositary 5
Section 8. Termination 8
Section 9 . Severability 8
Section 10 . Counterparts 8
Section 11 . Notices 8
Section 12 . Seccessors and Assigns 8
Section 13 . Headings 8
Section 14 . Governing Law 9
DEPOSITARY AGREEMENT
THIS DEPOSITARY AGREEMENT dated as of , 1984, by
and among the City of Elgin, Illinois , a municipal corporation
and a home rule unit duly organized and validly existing under
the Constitution and laws of the State of Illinois ( the
"Issuer" ) , Universal Chemical and Coatings , Inc . , a corporation
duly organized and validly existing under the laws of the State
of Delaware ( the "Company" ) , and American National Bank and Trust
Company of Chicago, a national banking association duly organized
and validly existing under and by , virtue of the laws of the
United States of America, having power and authority to accept
and execute trusts, and having its principal office in the City
of Chicago, Illinois, as depositary ( the "Depositary" ) ;
WITNESSET H:
WHEREAS, the Issuer, the Company and American National Bank
and Trust Company of Chicago have entered into an Agreement dated
as of , 1984 ( the "Agreement" ) which provides that the
Issuer shall issue an industrial development revenue bond and
lend the proceeds thereof to the Company for the purpose of
enabling the Company to finance the acquisition, construction and
equippping of an industrial project ( the "Project" ) ; and
WHEREAS, the City Council of the Issuer has adopted a Bond
Resolution on , as amended by the City Coun-
sel on ( the "Bond Resolution" ) , authorizing the
-1-
issuance of its Industrial Development Revenue Bond, (Universal
Chemical and Coatings, Inc. Project) in the principal amount of
$4 , 000,000 ( the "Bond" ) for the purpose of defraying the cost of
acquiring, equipping and constructing the Project; and
WHEREAS, Section 4 . 2 of the Agreement provides for the crea-
tion with the Depositary of the Depositary Fund (as hereinafter
defined) into which monies from the sale of the Bond other than
monies paid into the Construction Fund (as defined in the Agree-
ment) will be paid; and
WHEREAS, pursuant to the Agreement the Depositary has been
designated as depositary for all monies to be deposited in said
Depositary Fund;
NOW, THEREFORE, in consideration of the foregoing and of the
mutual covenants hereinafter set forth, the parties hereto agree
as follows :
Section 1. Depositary Fund. There is hereby established
with the Depositary, as depositary of the Issuer , a special trust
fund in the name of the Issuer to be designated City of Elgin,
Illinois Industrial Development Revenue Bond Depositary Fund ( the
"Depositary Fund" ) separate and apart from all other funds of the
Issuer or of the Depositary. The principal proceeds of the Bond
not paid into the Construction Fund shall be paid to the Deposi-
tary for deposit into the Depositary Fund. The Depositary shall
hold, disburse and account for all monies in the Depositary Fund
as provided in the Agreement and herein.
-2-
The Depositary, as depositary, shall keep and maintain ade-
quate records pertaining to the Depositary Fund and all disburse-
ments therefrom, and shall deliver copies of such records to the
Issuer and the Company upon completion of the Project .
Section 2. Depositary Charges and Expenses . The Company
hereby agrees to pay to the Depositary all reasonable fees,
charges and expenses of the Depositary charged or incurred in
connection with its services as depositary hereunder and any pay-
ments due the Depositary under Section 7 hereof .
Section 3 . Monies to be Held in Trust . All monies required
to be deposited with or paid to the Depositary for the account of
the Depositary Fund shall be held by the Depositary in trust for
the owner of the Bond for the purpose specified in the Agreement
and shall be held by the Depositary for its benefit, as the owner
of the Bond, as security for the Bond.
Section 4 . Investments . Any monies held as part of the
Depositary Fund shall be invested or reinvested by the Depositary
in accordance with written directions of the Company in such
investments and securities as are specified in Section 7 . 2 of the
Agreement . The Issuer and the Company agree that any such
investment shall have a maturity not later than the estimated
time when the funds so invested will be needed to pay disburse-
ments from the Depositary Fund and the interest accruing there-
on. Any profit realized from such investments shall be credited
to the Depositary Fund and any loss resulting from such invest-
-3-
ment shall be charged to the Depositary Fund, and the Company
shall forthwith pay the amount of such loss to the Depositary for
deposit in the Depositary Fund . The Depositary shall sell and
reduce to cash a sufficient portion of investments held for the
account of the Depositary Fund whenever the cash in the Deposi-
tary Fund is insufficient to pay any disbursement required to be
made from the Depositary Fund pursuant hereto and to the Deposi-
tary Agreement .
Section 5 . Acceptance of Obligations . The Depositary hereby
accepts and agrees to perform all of the duties and obligations
of the depositary specified herein and in the Agreement .
Section 6 . Resignation of Depositary. The Depositary at the
time acting hereunder may at any time resign and be discharged
from obligations created by this Agreement by giving not less
than thirty ( 30 ) days ' prior written notice to the Issuer and the
Company, but no such resignation shall take effect unless and
until a successor Depositary shall have been appointed by the
Issuer and the Company and shall have accepted such appointment ,
in which event such resignation shall take effect immediately
upon the appointment and acceptance of a successor Depositary.
The Depositary, upon the effective appointment or designation
of a successor Depositary, shall transfer or deliver all monies
and investments held by it pursuant to this Depositary Agreement
to such successor Depositary. Should any transfer, assignment or
instrument in writing from the Issuer and the Company be required
-4-
by the Depositary or the successor Depositary in order more fully
and certainly to vest in such successor Depositary the monies,
investments, powers and duties hereby vested or intended to be
vested in the Depositary hereunder, any such transfer, assignment
or instrument in writing shall, on the request of the Depositary
or such successor Depositary, be executed, acknowledged and
delivered by the Issuer and the Company.
Any corporation into which the Depositary may be merged or
converted or with which it may be consolidated or any corporation
resulting from any merger , conversion or consolidation to which
the Depositary or any successor to it shall be a party shall,
unless and until a successor Depositary is designated or
appointed, continue to be the Depositary hereunder without the
execution or filing of any paper or other act on the part of any
of the parties hereto, unless otherwise required by law.
Any successor Depositary appointed or designated by the
Issuer hereunder shall be a bank having combined capital,
surplus, and undivided profits of not less than $15, 000, 000 at
the time of such appointment , shall be a member of the Federal
Depositary Insurance Corporation and shall have been approved in
writing by the Company and by the owner of the Bond.
Section 7 . Indemnification of Depositary. The Company
hereby agrees to indemnify and hold harmless the Depositary and
its directors, officers, employees and agents against and from
(a) all claims by or on behalf of any person arising out of
-5-
( i ) the acquisition, construction and equipping of, or any con-
dition of, the Project or any injury or damage to any person
occurring in or about the Project, ( ii ) any breach or default by
the Issuer or the Company of any of their respective obligations
hereunder or under the Bond Resolution or the Agreement,
( iii ) any act or omission of the Issuer or the Company or any of
their respective directors, officers, agents, contractors,
servants, employees or licensees, but only to the extent per-
mitted by law or ( iv) this Depositary Agreement and (b) all
costs, counsel fees , expenses or liabilities reasonably incurred
in connection with any indemnified claim or any action or pro-
ceeding brought thereon. Upon notice from the Depositary of any
such action or proceeding, the Company shall resist or defend
such action or proceeding. The Depositary shall cooperate and
join with the Company, at the expense of the Company, as may be
required in connection with any such action or proceeding
defended by the Company.
The Depositary shall be entitled to the advice of counsel
(who may also be counsel for the Company or the owner of the
Bond) and shall be wholly protected as to any action taken or
omitted to be taken in good faith in reliance on such advice.
The Depositary may rely conclusively on any communication or
other documents furnished to it pursuant hereto or pursuant to
the Bond Resolution or the Agreement and reasonably believed to
be genuine. The Depositary shall not be liable for any action
-6-
(a) taken by it in good faith and reasonably believed by it to be
within the discretion or powers conferred upon it, (b) in good
faith not taken by it and reasonably believed by it to be within
the discretion or powers conferred upon it, (c) taken by it
pursuant to any direction or instruction given to it in or
pursuant hereto or to the Bond Resolution or the Agreement, or
(d) omitted to be taken by it by reason of the lack of any
direction or instruction required hereby or by the Bond
Resolution or the Agreement for such action; nor shall it be
responsible for the consequences of any error of judgment
reasonably made by it .
When any consent or other action by the Depositary is called
for pursuant to the Bond Resolution or the Agreement , it may
defer such action pending such investigation or inquiry or
receipt of such supporting evidence as it may required. The
Depositary shall be entitled to reimbursement for expenses rea-
sonably incurred and advances reasonably made, with interest , in
the performance of its obligations hereunder or under the Bond
Resolution or the Agreement. Notwithstanding anything to the
contrary herein or in the Bond Resolution or the Agreement,
absent gross negligence or willful misconduct , the Depositary
shall not be liable to the Issuer, the Company or any owner of
the Bond for any action taken or not taken hereunder or under the
Bond Resolution or the Agreement .
-7-
Section 8. Termination. This Depositary Agreement shall
terminate upon the later of the final disposition of the monies
on deposit in the Depositary Fund or the payment of all amounts
due the Depositary under Section 2 hereof.
Section 9 . Severability. If any clause, provision or
section of this Depositary Agreement be ruled invalid by any
court of competent jurisdiction, the invalidity of such clause ,
provision or section shall not affect any of the remaining
clauses, sections or provisions hereof .
Section 10 . Counterparts. This Depositary Agreement may be
executed in several counterparts , each of which shall constitute
but one and the same instrument .
Section 11 . Notices . All notices , demands and requests
which may or are required to be given hereunder by or to any
party hereto shall be given as provided in Section 13 . 1 of the
Agreement .
Section 12 . Successors and Assigns . The terms, provisions,
covenants and conditions of this Depositary Agreement shall bind
and inure to the benefit of the respective successors and assigns
of the Issuer , the Company and the Depositary.
Section 13 . Headings . The headings of this Depositary
Agreement are inserted for convenience only and shall not be
deemed to constitute a part of this Depositary Agreement .
-8-
Section 14 . Governing Law. This Depositary Agreement shall
be governed by and construed in accordance with the laws of the
State of Illinois.
IN WITNESS WHEREOF, each of the Issuer and the Company has
caused these presents to be signed, sealed and attested in its
name and behalf by its duly authorized officers, and to evidence
its acceptance of the trust hereby created the Depositary has
caused these presents to be signed in its name and behalf by its
duly authorized officer , all as of the date first above written.
( SEAL) CITY OF ELGIN, ILLINOIS
Attest:
By
Mayor
City Clerk
( SEAL) UNIVERSAL CHEMICAL AND COATINGS, INC.
Attest :
By
President
Secretary
AMERICAN NATIONAL BANK AND TRUST
COMPANY OF CHICAGO, as Depositary
By
Its
-9-
CERTIFICATE OF CLERK OF CITY OF ELGIN, ILLINOIS
I, the undersigned, do hereby certify that I am the duly qualified and acting City
Clerk of the City of Elgin, Illinois (the "City"), and that as such official I am the keeper
of the records and files of the Council of the City (the "City Council"), and do further
certify as follows:
1. The Mayor called a regular meeting to order at P.M., on
August 27, 1984 at the City Hall, 150 Dexter Court, Elgin, Illinois and directed that the
roll be called.
2. Upon roll call, the following answered present:
Commissioners
3. The following were absent from the meeting:
4. The following Ordinance was presented:
AN ORDINANCE AUTHORIZING THE FINANCING BY THE
CITY OF ELGIN, ILLNOIS OF A PROJECT CONSISTING OF
THE ACQUISITION OF LAND AND OF THE CONSTRUCTION
AND INSTALLATION OF BUILDINGS AND EQUIPMENT TO
BE USED AS A MANUFACTURING FACILITY TO BE
LOCATED THEREON IN ORDER TO CREATE AND RETAIN
EMPLOYMENT OPPORTUNITIES IN THE LOCALITY OF THE
CITY OF ELGIN, ILLINOIS AND ENCOURAGE ECONOMIC
DEVELOPMENT THEREIN, THEREBY REDUCING THE EVILS
ATTENDANT UPON UNEMPLOYMENT AND PROVIDING
FOR THE INCREASED WELFARE AND PROSPERITY OF THE
RESIDENTS OF SAID LOCALITY; AUTHORIZING AND
PROVIDING FOR THE ISSUANCE BY THE CITY OF ELGIN,
ILLINOIS OF ITS INDUSTRIAL DEVELOPMENT REVENUE
BOND (UNIVERSAL CHEMICALS AND COATINGS, INC.,
PROJECT) IN THE PRINCIPAL AMOUNT OF $4,000,000, AND
IN CONNECTION THEREWITH AUTHORIZING THE
EXECUTION AND DELIVERY OF AN AGREEMENT AMONG
THE CITY, UNIVERSAL CHEMICALS AND COATINGS, INC.
AND THE AMERICAN NATIONAL BANK AND TRUST
COMPANY OF CHICAGO, PROVIDING FOR THE MAKING OF
A LOAN TO UNIVERSAL CHEMICALS AND COATINGS, INC.
FROM THE PROCEEDS OF SAID BOND, THE SECURITY FOR
SAID BOND, THE SALE OF SAID BOND TO THE AMERICAN
NATIONAL BANK AND TRUST COMPANY OF CHICAGO,
AND RELATED MATTERS.
5. Commissioner moved and Commissioner seconded
the motion that said Ordinance be passed.
6. After a full discussion thereof, the Mayor directed that the roll be called for
a vote upon the motion to adopt the Ordinance as presented.
7. Upon the roll being called, the following Commissioners voted AYE:
8. The following Commissioners voted NAY:
9. The following Commissioners were ABSENT OR NOT VOTING:
10. Whereupon the Mayor declared the motion carried and said Ordinance
passed.
11. Folloowing said meeting, the Mayor did approve and sign said Ordinance and
the same was recorded in full in the records of the City Council of the City of Elgin,
Illinois.
12. A true, correct and complete copy of said Ordinance is attached hereto as
Exhibit A.
13. The deliberations of the City Council on the adoption of said Ordinance were
conducted openly, the vote on the adoption of said Ordinance was taken openly, said
meeting was held at a specified time and place convenient to the public, notice of said
meeting was posted in the City Hall and was duly given to all of the news media
requesting such notice.
- 2 -
IN WITNESS WHEREOF, I hereunto affix my official signature and the seal of this
City, this day of September, 1984.
Village Clerk
[SEAL]
- 3 -
1
CERTIFICATE AND REQUEST OF THE
CITY OF ELGIN, ILLINOIS
The undersigned, Mayor and City Clerk, respectively, of the City of Elgin, Illinois,
a municipality and home rule unit of the State of Illinois (the "Issuer"), acting for the
Issuer, do hereby certify that the Issuer is duly organized and validly existing as a
municipality under the Constitution and laws of the State of Illinois, and do further
certify as follows:
1. They are the duly elected, qualified and acting Mayor and City Clerk,
respectively, of the Issuer, and held such offices on the date of execution of the
instruments listed in paragraph 3 hereof, and as such officials are familiar with the books
and corporate records of the Issuer.
2. Attached hereto are true, complete and correct copies of the following:
(a) A Resolution passed and approved by the City Council of the Issuer on
April 11, 1983 (the "Inducement Resolution"), authorizing the execution of the
Memorandum of Agreement (Exhibit A); and
(b) An Ordinance passed and approved by the City Council of the Issuer
on August 27, 1984 (the "Bond Ordinance"), authorizing the issuance and sale of the
Industrial Development Revenue Bond (Universal Chemicals and Coatings, Inc. Project) in
the aggregate principal amount of $4,000,000 (the "Bond"), the execution of an
Agreement and related documents (Exhibit B); and
(c) A publisher's affidavit with newspaper clippings attached evidencing
publication on August 13, 1984 of a notice of public hearing, purusant to Section 103(k) of
the Internal Revenue Code of 1954, as amended, (Exhibit C).
The Inducement Resolution and Bond Ordinance are in full force and effect and
have not been altered, amended or repealed, except as indicated above, as of the date
hereof.
3. The following described instruments, as executed and delivered by the Mayor
and City Clerk of the Issuer, are in substantially the same form and text as the copies of
such instruments which were before, and approved by, the City Council of the Issuer at
said meeting thereof referred to in paragraph 2(b) above.
Instrument Date Other Party or Parties
Agreement (the "Agreement") 9/1/84 Universal Chemicals and Coatings,
Inc. (the "Company"), American
National Bank and Trust Company of
Chicago (the "Institutional Lender")
Assignment and Security 9/1/84 The Institutional Lender
Agreement (the "Assignment")
Mortgage and Security Agreement The Company
(the "Mortgage")
Collateral Agreement The Company
(the "Collateral Agreement")
The Agreement, the Assignment, the Mortgage and the Collateral Assignment are
sometimes collectively referred to herein as the "Issuer Documents."
4. The names and terms of office of the Mayor, City Clerk and members of the
City Council of the Issuer, including every person to hold any of said offices subsequent
to August 27, 1984 have been and are as follows:
Date of
Name Office Began End of Term
Mayor
City Clerk
Commissioner
Commissioner
Corn missioner
Commissioner
5. The persons named below were on the date or dates of the execution of the
Issuer Documents, and are on the date hereof, the duly elected and qualified incumbents
- 2 -
of the offices of the Issuer set opposite their respective names and the signatures
appearing at the right of their respective names are the genuine signatures of said
officers:
Title Name Signature
Mayor
City Clerk
6. The undersigned Mayor and City Clerk of the Issuer have manually executed
and attested, respectively, on behalf of the Issuer, the Issuer Documents, and the Mayor
has executed by manual signature, and the City Clerk has attested by his manual
signature, the Bond in the aggregate principal amount of $4,000,000, dated September
, 1984, and having principal due in the amounts and on the dates, bearing interest at
the rates, subject to redemption prior to maturity, and having the form, details and
specifications set forth in the Bond. The official corporate seal of the Issuer has been
affixed hereto and to the Bond.
7. There are no proceedings pending, or to our knowledge threatened against or
affecting the Issuer in any court or before any governmental authority or arbitration
board or tribunal which involve the possibility of an unfavorable decision, ruling or
finding which would adversely affect (i) the transactions contemplated hereby of the
validity of the Bond Ordinance, the Bond or the Issuer Documents or any agreement or
instrument to which the Issuer is a party and which is used or contemplated for use in the
comsummation of the transactions contemplated hereby, or (ii) the excludability of the
interest on the Bond from the gross income of the owner of the Bond for federal income
tax purposes. Neither the corporate existence of the Issuer nor the titles of the officials
of the Issuer to their respective offices are being contested. To our knowledge, the
Issuer is not in default with respect to any order of any court, governmental authority or
arbitration board or tribunal or under any agreement, indenture, mortgage, lease or other
- 3 -
instrument to which the Issuer is a party or by which it may be bound where such default
would in any way have an adverse effect on the transactions contemplated by the
Agreement.
8. The representations and warranties of the Issuer contained or referred to in
the Issuer Documents are true and correct as of the date hereof.
9. To our knowledge, no event has occurred and no condition exists which, upon
the issuance of the Bond, would constitute a default or an event of default hereunder.
10. The Issuer has duly authorized: (i) the issuance and sale of the Bond upon the
terms set forth herein; (ii) the loan of the proceeds of the Bond to the Company; (iii) the
pledging and assigning by the Issuer pursuant to the provisions of the Assignment of its
rights hereunder (except under Sections 1.6, 8.2, 8.7, 9.3 and 11.2(b) of the Agreement),
° and the Note, the Collateral Assignment and the Mortgage which is to be executed and
become security for the Bond upon disbursement of proceeds of the Bond by the
Institutional Lender as reimbursement for costs of acquisition of the real estate; (iv) the
execution, delivery and receipt of the Issuer Documents, the Bond and any and all such
other agreement and documents as may be required to be executed, delivered and
received by the Issuer in order to carry out, give effect to and consummate the
transactions contemplated hereby; and (v) the effectuation and consummation of the
transactions contemplated by the Issuer Documents.
11. The Issuer has not pledged and will not pledge its interest in the Agreement
(except under Sections 1.6, 8.2, 8.7, 9.3 and 11.2(b) of the Agreement), the Note, the
Collateral Assignment or the Mortgage other than to secure the Bond.
12. Any certificate signed by an official of the Issuer and delivered to the
Company shall be deemed a representation and warranty by the Issuer to the Company as
to the statements made therein.
- 4 -
r
•
13. All meetings of the governing body of the Issuer referred to in paragraph 2
above, have been open to the public and held in accordance with the procedures adopted
by the governing body of the Issuer and "AN ACT in relation to meetings," approved July
11, 1957, as amended, and all laws amendatory thereof and supplementary thereto.
14. The Issuer has not been notified of any listing or proposed listing of it by the
Internal Revenue Service as a bond issuer whose arbitrage certifications may not be
relied upon.
IN WITNESS WHEREOF, we have hereunto affixed our signatures and caused to be
affixed hereto the corporate seal of the City of Elgin, Illinois, this day of
September, 1984.
Signatures Official Titles
Mayor of the City of Elgin, Illinois
City Clerk of the City of Elgin, Illinois
[SEAL]
- 5 -
s
STATEMENT RELATING TO ELECTION TO HAVE THE
PROVISIONS OF SECTION 103(b)(6)(D) OF THE
INTERNAL REVENUE CODE APPLY TO AN ISSUE OF
INDUSTRIAL DEVELOPMENT REVENUE BONDS (CITY OF ELGIN,
ILLINOIS INDUSTRIAL DEVELOPMENT BOND
(UNIVERSAL CHEMICALS AND COATINGS, INC. PROJECT))
The undersigned, the City of Elgin, Illinois a municipal corporation of the State of
Illinois hereby elects to have the provisions of Section 103(b)(6)(D) of the Internal
Revenue Code of 1954, as amended (the "Code"), apply to the hereinafter described
industrial development revenue bond and certifies that:
1. The name of the government unit issuing said bond is the City of Elgin,
Illinois (the "Issuer") whose address is 150 Dexter Court, Elgin, Illinois 60120.
2. The name of the principal user of the facilities to be acquired and
constructed from the proceeds of the bond (the "Project") is Universal Chemicals and
Coatings, Inc., a corporation organized under the laws of the State of Delaware (the
"Corporation"), whose address is 1124 Elmhurst Road, Elk Grove Village, Illinois 60007,
and whose identification number is 36-2642354.
3. Said Bond is designated City of Elgin, Illinois Industrial Development
Revenue Bond (Universal Chemicals and Coatings, Inc. Project) dated as of September
, 1984 (the "Bond") and is in the aggregate principal amount of $4,000,000.
4. There are no outstanding obligations of any state, territory or possession of
the United States, or any political subdivision of the foregoing, or the District of
Columbia, the proceeds of which are or will be used primarily with respect to facilities
(a) the principal user or users of which are or will be the Corporation or related persons
(within the meaning of Section 103(b)(6)(B) of the Code) and (b) which are located within
the corporate boundaries of the Issuer (the location of the facilities to be acquired and
constructed with the proceeds of said Bond) or outside the corporate boundaries of the
Issuer but "contiguous" to or "integrated" with facilities within the corporate boundaries
of the Issuer, within the meaning of the Code, other than the Bond to be issued on this
date.
v
5. Except for the capital expenditures listed on Exhibit A attached hereto and
made a part hereof, no capital expenditures have been paid or incurred within the three
years preceding the date of said issue of Bond (other than those to be reimbursed out of
the proceeds of said issue of Bond) with respect to facilities, the principal user of which
is or will be the Corporation or related persons and which are located within the
corporate boundaries of the Issuer or outside the corporate boundaries of the Issuer but
"contiguous" to or "integrated" with facilities within the corporate boundaries of the
Issuer, within the meaning of the Code.
IN WITNESS WHEREOF, The City of Elgin, Illinois has caused this document
to be executed in its name by a duly authorized official, this day of September,
1984.
CITY OF ELGIN, ILLINOIS
By
Mayor
-2-
EXHIBIT A
CAPITAL EXPENDITURES
Date Amount Description
September , 1981 through
September 1984 -0-
CROSS-RECEIPTS
The undersigned acknowledges receipt from the City of Elgin, Illinois (the "Issuer")
of its $4,000,000 Industrial Development Revenue Bond (Universal Chemicals and
Coating, Inc. Project) payable to American National Bank and Trust Company of
Chicago, issued by the Issuer on this date, dated the date of this certificate, maturing,
bearing interest and being payable as provided in that certain Agreement, dated as of
September 1, 1984 (the "Agreement"), among the Issuer, Universal Chemicals and
Coatings, Inc. and the undersigned. The undersigned further acknowledges that
$4,000,000, including finance charges, has been disbursed on this date, on behalf of the
Issuer, to the undersigned to be held on behalf of Universal Chemicals and Coatings, Inc.
pursuant to the Agreement.
Dated , 1984
AMERICAN NATIONAL BANK AND TRUST
COMPANY OF CHICAGO
By
Its
The undersigned on behalf of the City of Elgin, Illinois, hereby acknowledges
receipt from American National Bank and Trust Company of Chicago of $4,000,000
representing payment in full of the $4,000,000 aggregate principal amount of the above-
described Bond at the principal amount thereof.
Dated: , 1984.
CITY OF ELGIN, ILLINOIS
By
City Clerk
The undersigned hereby acknowledges receipt from the City of Elgin, Illinois of
$4,000,000, including finance charges, pursuant to the terms of the Agreement.
Dated: , 1984
UNIVERSAL CHEMICALS AND COATINGS,
INC.
By
Its
1 s
$4,000,000
INDUSTRIAL DEVELOPMENT REVENUE BOND
(UNIVERSAL CHEMICALS AND COATINGS, INC. PROJECT)
ARBITRAGE CERTIFICATE
I, , the duly qualified and acting Mayor of the City of Elgin, Cook
County, Illinois (the "Issuer"), do hereby certify with respect to $4,000,000 Industrial
Development Revenue Bond (Universal Chemicals and Coatings, Inc. Project), dated as of
1984 (the "Bond"), presently being delivered by the Issuer, as follows:
1. The Issuer is issuing and delivering the Bond simultaneously with the delivery
of this certificate. The Bond is being issued for the purpose of providing funds for the
financing of costs of acquiring and constructing certain property (herein called the
"Project") to be located within the corporate boundaries of the City of Elgin, Illinois,
which property is to be used by the Company (hereafter defined) as a manufacturing
facility and is more specifically described in Schedule I to the Agreement (hereafter
defined), all to the end that the Issuer may be able to encourage the creation of
additional employment opportunities within its corporate boundaries.
2. Under and pursuant to an Agreement dated as of September 1, 1984 (the
"Agreement"), among the Issuer, Universal Chemicals and Coatings, Inc. (the
"Company"), and American National Bank and Trust Company of Chicago (the
"Institutional Lender"), the Company is executing a Note (the "Note") and the Issuer is
loaning to the Company the proceeds of the Bond to finance the cost of the Project.
3. Land has been acquired as part of the Project for $411,000. Binding
contracts or commitments obligating the expenditure, for the work of acquiring and
constructing the Project, of not less than $100,000 have heretofore been entered into or
made. It is anticipated that the total costs to be partially financed with the proceeds of
the Bond of such acquisition, construction and equipping (excluding the expenses
r
anticipated to be incurred in connection with the issuance of the Bond and also excluding
the finance charge or discount) will be approximately $3,900,000. It is expected that the
work of acquiring and constructing the Project will proceed with due diligence to full
completion, presently anticipated on or about August 31, 1987.
4. The proceeds to be derived by the Issuer from the sale of the Bond (viz., the
gross sum of $4,000,000) are expected to be needed and fully expended as follows:
(a) $40,000 of said proceeds will be expended for payment of, or
reimbursement for, the initial finance charge of the Institutional Lender;
(b) $60,000 of said proceeds willbe expended for payment of or
reimbursement for, finance charge of the Issuer, fees of counsel for the Issuer,
counsel for the Company, counsel for the Institutional Lender and bond counsel.
(c) the remaining $3,900,000 of said proceeds will be expended for
payment of a portion of the costs of acquiring and constructing the Project
(excluding the expenses anticipated to be incurred in connection with the issuance
of the Bond), substantially in accordance with the following schedules:
Quarter during which Amount Expected
Expected to be Expended to be Expended
See Exhibit A attached
hereto and made a part hereof.
5. The Project is not presently expected to be sold or disposed of prior to the
stated maturity of the Bond.
6. The proceeds of the Bond will not exceed the amount necessary for the cost
of acquisition and construction of the Project as set forth in Paragraph 1 above.
7. The Issuer has not created or established and will not create or establish any
sinking fund, reserve fund or any other similar fund to provide for the payment of the
Bond. The Company has not accumulated and does not expect to accumulate amounts of
money in a fund to pay or to be held as security for the payment of principal of or
- 2 -
l
interest on the Bond other than: (i) amounts expected to be spent within a 13-month
period beginning on the date of deposit in such fund, and (ii) investment earnings in such
fund which will be spent within a 1-year period beginning on the date of receipt.
8. No bonds or other obligations have been sold in the past three months or will
be sold in the next three months pursuant to a common plan of financing with the plan
for the issuance of the Bond and payable out of substantially the same source of
revenues.
9. Note payments are to be the same day as Bond payments in the same
amount.
10. The facts and estimates in Paragraphs 3 through 9 are based solely on
representations made by the Company. The Issuer is not aware of any facts or
circumstances that would cause it to question the accuracy of the representations made
by the Company, although the Issuer has made no investigations of such matters other
than obtaining the information contained in Paragraph 3 through 9.
11. To the best of my knowledge, information and belief, the above expectations
are reasonable.
12. The Issuer has not been notified of any listing or proposed listing of it by the
Internal Revenue Service as an issuer that may not certify its bonds.
13. The undersigned, Mayor of the Issuer, is charged by ordinance of the Issuer,
with responsibility of issuing and delivering the Bond.
- 3 -
r
I
IN WITNESS WHEREOF, I have hereunto subscribed my official signature this
day of .
CITY OF ELGIN, ILLINOIS
By:
Mayor
Universal Chemicals and Coatings, Inc. hereby certifies that the facts and
estimates in Paragraphs 3 through 9 above are true and correct.
WITNESS the official signature of the representative of the Company as of the date
subscribed to the foregoing certificates.
UNIVERSAL CHEMICALS AND COATINGS,
INC.
By:
Its
- 4 -
EXIDBiT A
QUARTERLY EXPENDITURES OF BOND PROCEEDS
Quarter during which
expected to be Amount expected to
expended be expended
Quarter ending November 30, 1984 $1,000,000
Quarter ending February 28, 1985 800,000
Quarter ending May 31, 1985 650,000
Quarter ending August 31, 1985 300,000
Quarter ending November 30, 1985 300,000
Quarter ending February 28, 1986 200,000
Quarter ending May 31, 1986 200,000
Quarter ending August 31, 1986 100,000
Quarter ending November 30, 1986 100,000
Quarter ending February 28, 1987 100,000
Quarter ending May 31, 1987 100,000
Quarter ending August 31, 1987 100,000
- 5 -
COLLATERAL ASSIGNMENT
This COLLATERAL ASSIGNMENT (the "Collateral Assignment"), dated as of
, 1984 from UNIVERSAL CHEMICALS AND
COATINGS, INC., a Delaware corporation (the "Assignor"), having an address at 1124
Elmhurst Road, Elk Grove Village, Illinois 60007, Attention: President, to the City of
Elgin, a home rule unit of government of the State of Illinois (the "Assignee"), having an
address at 150 Dexter Court, Elgin Illinois 60120, Attention: City Clerk;
RECITALS
A. At or about the time of delivery hereof, the Assignor is borrowing the sum
of $4,000,000 from the Assignee. Such borrowing is evidenced by the Direct Obligation
Note of the Assignor (the "Note"), in the principal amount of $4,000,000. To acquire the
funds to make the loan evidenced by the Note, the Assignee is issuing its Industrial
Development Revenue Bond (Universal Chemicals & Coatings, Inc. Project) in the
principal amount of $4,000,000. (the "Bond") pursuant to the terms of an Agreement
dated as of September 1, 1984 (the "Agreement") among the Assignee, the Assignor and
American National Bank and Trust Company of Chicago (the "Institutional Lender"). The
Note bears interest at such rates and is payable upon such terms and conditions and at
such times and in such amounts as shall be necessary to pay the principal of, and interest
and premium, if any, on the Bond when due.
B. The Note is secured by a Mortgage and Security Agreement (the "Mortgage")
dated as of , 1984 between Assignor and
Assignee, as mortgagee, which creates a first lien on the premises described in Exhibit A
hereto and the real estate improvements, personal property and equipment thereon or to
be located thereon (the "Property"). The Agreement provides that the Note is to be
endorsed and pledged and the Mortgage is to be assigned to the Institutional Lender.
With respect to the improvements to be constructed on the real property, Assignor has or
will enter into the contracts listed on Exhibit B attached hereto and incorporated herein
by reference (the "Contracts").
C. With respect to the improvements to be constructed on the real property,
Assignor has or will have completed plans and specifications (the "Plans") and has or will
obtain permits, licenses, consents and approvals issued or to be issued by one or more
governmental authorities or agencies (the "Permits").
In consideration of and as an inducement to the Assignee to issue the Bond and to
acquire the Note, and as an inducement to the purchaser of the Bond to purchase the
same, the Assignor is entering into the undertakings herein set forth for the benefit and
security of the Assignee and the owner of the Bond (the "Bondholder"). All capitalized
terms not defined herein but defined in the Mortgage or the Agreement shall have the
same meaning herein unless the context or use indicates another or different meaning or
intent.
.
NOW, THEREFORE, the parties hereto agree as follows:
SECTION 1. THE ASSIGNMENT.
The Assignor, in consideration of the sum of One Dollar ($1.00) and other good and
valuable considerations, the receipt and sufficiency of which is hereby acknowledged, in
furtherance of the covenants of the Mortgage and as security for the payment of the
principal of, and premium, if any, and interest and all other sums payable on the Note,
and the performance and observance of all obligations of the Assignor under the
provisions of the Note, the Mortgage and the Agreement, does hereby specifically and
presently irrevocably assign, transfer, convey and set over to the Assignee, all of the
Assignor's estate, right, title and interest in to any and all development rights (the
"Developer's Rights") of the Assignor in or relating to the Property, including the right to
use the plans and exercise the privileges of the holder of the Permits, and in and under
the Contracts, together with all amendments and supplements thereto, together with all
rights, powers, privileges, options and other benefits of the Assignor as the holder of the
Developer's Rights and as a party to the Contracts including, but not by way of
limitation, the following:
(a) the right to perform all functions, take all actions necessary to
give all approvals necessary or appropriate and to perform all functions and
responsibilities of the Assignor in connection with the Developer's Rights
and the Contracts, including the administration, performance and
enforcement thereof;
(b) the right to take such action upon the happening of a default
under the Contracts, including the commencement, conduct and
consummation of proceedings at law or in equity, as shall be permitted under
any provision of the Contracts or by law or in equity;
(c) the right to give all notices, consents and releases;
(d) the right to make all waivers and agreements; and
(e) the right to do any and all other things which the Assignor is or
may become entitled to do with respect to the Developer's Rights and under
the Contracts.
SECTION 2. TERMINATION OF ASSIGNMENT.
The assignment made hereby is executed as collateral security, and the execution
and delivery thereof shall not in any way impair or diminish the obligations of the
Assignor under the provisions of the Contracts, nor shall any of the obligations contained
in the Contracts be imposed upon the Assignee. Upon the termination of the Agreement
as provided therein, said assignment and all rights herein assigned to the Assignee shall
cease and terminate and all the estate, right, title and interest of the Assignor in and to
the Developer's Rights and the Contracts shall revert to the Assignor, and the Assignee
shall deliver to the Assignor an instrument cancelling this Agreement and reassigning to
the Assignor all estate, right, title and interest of the Assignee in and to the property
- 2 -
hereby assigned.
SECTION 3. DESIGNATION BY ASSIGNOR.
The Assignor hereby designates the Assignee to receive a copy of all notices,
offers, demands, statements, documents, insurance policies or certificates evidencing
such policies and all other communications and the Assignor hereby directs the parties to
the Contracts to remit or deliver directly to the Assignee at its address set forth above
or at such other address as the Assignee shall designate, duplicate original copies of all
such notices, offers, demands, documents, insurance policies or certificates evidencing
such policies and all other communications.
SECTION 4. CONTRACTS IN EFFECT.
The Assignor represents to the Assignee and the Bondholder that as to those
Contracts which are presently in full force and effect that no default or Event of Default
exists thereunder and that any consent to this Collateral Assignment required to be given
by any of the parties has been given. The Assignor represents to the Assignee that the
Assignor has not executed any other assignment of the subject matter of the assignment
hereby made to the Assignee.
SECTION 5. AGREEMENT OF ASSIGNOR.
The Assignor agrees that the assignment made hereby and the designation and
direction hereinabove set forth in Section 3 are irrevocable, and that it will not, while
said assignment is in effect or thereafter until Assignor has received from the Assignee
notice of the termination thereof, take any action under the Developer's Rights or the
Contracts or otherwise which is inconsistent with said assignment, or make any other
assignment, designation or direction inconsistent therewith, and that any assignment,
designation or direction inconsistent therewith shall be void. The Assignor will from
time to time, upon the request of the Assignee, execute all instruments of further
assurance and all such supplemental instruments as the Assignee may specify. The
Assignor will also obtain any consents to this Collateral Assignment required to be given
by other parties to the Contracts which have not yet taken effect.
SECTION 6. NO MODIFICATION OF CONTRACTS.
The Assignor agrees that it will not enter into any agreement materially amending
or modifying the Contracts in a manner which is inconsistent with the Agreement or
terminating the Contracts or this Agreement without the consent thereto in writing of
the Assignee and any attempted such amendment, modification or termination without
such consent shall be void. In the event that the Contracts shall be amended as
permitted herein, the Contracts as so amended shall continue to be subject to the
provisions of this Agreement without the necessity of any further act by any of the
parties hereto.
- 3 -
.
SECTION 7. SUCCESSORS AND ASSIGNS; RECORDING.
This Agreement shall be binding upon the parties hereto and upon their respective
successors and assigns. The Assignor at its expense, will at all times cause this
Agreement, and all instruments with respect thereto (including without limitation
properly completed and executed financing statements and continuation statements
under the Illinois Uniform Commercial Code), to be recorded, registered and filed and to
be kept recorded, registered and filed in such manner and in such places, and will pay all
such recordation, registration and filing fees and other charges, and will comply with all
such statutes and regulations, as may be required by law in order to establish, preserve
and protect the Assignee's interests and rights hereunder (including without limitation,
any interest or rights under any supplement or amendment to the Contracts, or
otherwise, acquired after the date hereof) and to establish, preserve and protect the lien
created hereby as a valid present assignment of the Assignor's entire estate, right, title
and interest in, to and under the Contracts.
•
SECTION 8. LAW GOVERNING.
The interpretation and enforcement of this Agreement shall in all respects be
governed by the laws of the State of Illinois.
IN WITNESS WHEREOF, the Assignor has caused this Agreement to be executed as
of the day and year first above written.
UNIVERSAL CHEMICALS AND COATINGS,
INC., a Delaware corporation
By:
Its
- 4 -
1
December 19, 1985
MEMORANDUM
TO: Mayor and Members of the City Council
FROM: James J. Cook, City Manager
SUBJECT: Ordinance Providing for Issuance of Industrial Revenue Bonds--Universal
Chemicals and Coatings, Inc. Project
PURPOSE: Attached are an ordinance and transaction documents for the sale of
$1,500,000 principal amount of industrial revenue bonds.
BACKGROUND: The Council previously authorized a memorandum of agreement for the
bonds and conducted the required public hearings.
FINANCIAL IMPACT: As the bonds are payable solely out of the project revenues and
all expenses are borne by the applicant, there is no direct financial impact to the City.
RECOMMENDATION: Passage of the ordinance is recommended.
pcX/tty Manager