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EDA Minutes 06-15-1994 . . . MINUTES MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY Wednesday, June 15, 1994 - 7;00 p.m. City Hall MEMBERS PRESENT; Chairperson Ron Hoglund, Vice^-Chair Schwientek, Assistant-Treasurer Bob (tardy), and Clint Herbst. Barbara Mosford MEMBERS ABSENT: Patty Olsen, Al Larson, and Harvey Kendall. STAFF PRESENT; EDA Treasurer Rick Wolfsteller and Executive Director Ollie Koropchak. 1 .9A_I;..~..._J'_O_^^^(!RPJ;:R. Chairperson Hoglund called the EDA meeting to order at 7:25 p.m. 2. CONSIDERATION TO A~1?RqYE TffE:__}ANUARY 26. )~?4g[)AMJNlJTES. Barb Schwientek made a motion to approve the January 26. 1994 EDA minutes. Wi th no correct ions or addi t ions, the mot ion carried, '" '-' . CONSIDERATION TO REVIEW THE ER 31 1993 EDA BALANCE SHEET AND TO DEFINE THE MEANING OF APPROPRIAT ON SOURCES AND GMEF BALANCE FOR CLARIFICATION. ...........- .................'."..,. ....-...........-.- ............'"'."".......-........ EDA members agreed appropriation means monies earmarked or available for use of GtvlEF loans. The 1993 Ci ty Budget appropriated $200 I 000 from the Liquor Fund for use of the GMEF; however, other funds like the UDAG and SCERG are also avai lable for use by the GME:F'. The EDA uses as a gul.de an appropriation of $200,000, this the beginning GMEF yearly appropriation balance. Treasurer Mosford reported the discrepency of the $75,000 under the Appropriations Receivable of the Balance Sheet should correct itself in the year'''end reports of 1994 a:::" it relates to loan approval date and expendi ture date. It appears the annual 1993 appropriation is $275,000. Upon the reques t of the EDA, the 1994 City Budget shows an appropriation of $100,000; however, it may appear on the 1994 EDA Balance Sheet as $25,000 to correct the discrepency. 4. CONSIDERATION TO REVIEW GMEF GUIDELINES FOR AMENDMENT; LOAN .............. ."."". .. ..........- ................,.".."."'. ..............-......-........ . .,,, ".. .......... ...-..................-..."'...,. .,. .... ............-........ ............--........ TERM.N9N:-:-1?F:J3,f9.FtMAN9F:,r:,QAN FEE, AND ..._GMEF LEGAL FEE. Bob Mosford made a motion property term from 5-7 years to deny amending the perGonal to 5-10 years because the EDA Page 1 . . . EDA MINUTES JUNE 15, 1994 felt the SCERG and CMIF could accommodate the GMEF Guidelines and 5~10 years might exceed the life of the equipment. Clint Herbst seconded the motion and with no further discussion, the motion passed unanimously. LOAN TERM: The personal property term not to exceed life of equipment (generally 5-7 years.) Barb Schwientek made a motion to amend the approved loan disbursement time from within 120 days to within 180 days to accommodate the time necessary for design, delivery, and 30-' day trial period prior to acceptance of the new equipment. Bob Mosford seconded the motion and without further discussion, the motion passed unanimously. NON-PERFORMANCE: An approved GMEF loan shall be null and void if funds are not drwan upon or disbursed wi thin 180 days from date of EDA approval. Bob Mosford made a motion to deny amending the loan fee because the EDA felt lending institution charge a fee and the current fee guideline does allow for flexibility. Barb Schwientek seconded the motion and with no further discussion, the motion passed unanimously. LOAN FEE: Minimum fee of $200 but not to exceed 1.5% of the total loan project. Fees are to be documented and no duplication of fees between the lending institution and the RLF. Loan fee may be incorporated into the project cost. EDA retains the right to reduce or waive loan fee or portions of loan fee. Bob Mos ford made a mot ion to amend the m,1EF Guide 1 ine to incorporate a legal fee provision. LEGAL FEE; Responsibility of the GMEF applicant. This amendment is to clarify the issue upfront with applicants. Barb Schwientek seconded the motion and with no further discussion, the motion passed unanimously. 5. CONSIDERATION OF AN UPDATE ON THE MULLER THEATRE -- GMEF LOAN --................................................... ..... .............................. ..__.._....._.............~......._._............._...._.._"........ . . .. ......--.-....-......-.....---.- .-...-.-..............-............-........-.....--.-.--.....-......-.......-....-.-....-.... .-.......-...-...-........-....-.--..- ........ ...... ....... ....... ........-..............-..-."..,. ..,. , NO. 002 PREPAYMENT AND STANDARD IRON GMEF The EDA accepted the written agenda report. 6. CONSIDERATION TO REVIEW THE PRELIMINARY AND FINAL GMEF ......-.......... ...................- . ...... ........................................-..-.- .........-.......-...........-........................... .....-........................................ .......... ...... .........-.................-.-.....-.......................... .................. ...-..........-........-.......-.......-.-....-..............................- ~..:p.? [,..1 9 A'I'JQN......fRQM ..r,I'..tI.~__...ArRI:.J_9_AN1'.~............'I'tI~_II=.~~INQQ~..99.M.I?ANX........ The EDA reviewed the preliminary and final application from the H-Window for compliance of the GMEF Guidelines. EDA members inquired of the discrepency in the percentage of ownership as listed the preliminary application and the executive summary. With Mr. Lemme unable to attend the EDA meeting, Koropchak was to clarify this discrepancy. Page 2 . . . EDA MINUTES JUNE 15, 1994 Mr. Mosford reviewed the company's financial statements and noted the company over a long term had a loss of $973,000, the Norewegian parent company had capitalized over $3 million of equity, and sales increased in 1993 to $3.5 million from $2.8 million in 1994. With the availability of funding from the parent company, Mr. Mosford questioned whether this was gap financing. 7 . CONSIDERATION TO APPROVE OR DISAPPROVE GMEF LOAN NO. 008 THE .. ...-.........-...-......-.-....... H-WINDOW COMPANY. Based on a positive clarification of the ownership discrepency, Barb Schwientek made a motion to approve GMEF Loan No. 008 for the H-Window. The $50,000 loan for equipment at 5.25% fixed interest rate amortized over seven years. The GMEF loan fee of $750 payable at time of GMEF disbursement; the legal fees the responsibility of the applicant; the loan becomes null and void if not disbursed by December 15, 1994; the loan will share a first position with the SCREG or will be in second position on the equipment; the loan is subject to approval of the $250,000 SCERG; the loan disbursed from the UDAG fund; and the collateral, guarantees, and other condition requirements to be determined and prepared by the City Attorney. Clint Herbst seconded the motion and with no further discussion, the motion passed ;3-1. Yeas: Barb Schwientek, Clint Herbst, and Ron Hoglund. Nays: Bob Mosford. The EDA approved the loan because they determined it complied with the GMEF Guidelines, new jobs were being created for the community, and to promote the expansion of an existing business. Al though the H"Window had been financed by the Norwegian parent company, members determined a financial gap was established when the SeERG was reduced from $400,000 to $250,000 and the CMIF Board denied approval of the $100,000 loan because of foreign-ownership. Mr. Mosford voted against the motion because he did not feel a gap existed in the financing. 8. PROSPECT UPDATES: The EOA accepted the wr i tten information relating to the proposed financial packages for Fay-Mar and Royal Engineering. 9. OTHER BUSINESS. .".,.. ..,...........................................",..... None. Page 3 . . . EDA r1INUTES JUNE 15, 1994 10. ADJOURNr1ENT. The EDA meeting adjourned at 8:50 p.m. O~~d\ tive Director Page 4