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EDA Agenda 11-09-1993AGENDA MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY Tuesday, November 9, 1993 - 7:00 p.m. City Hall MEMBERS: Chairperson Ron Hoglund, Barb Schwientek, Bob Mosford, Clint Herbst, Patty Olsen, Al Larson, and Harvey Kendall. STAFF: Rick Wolfsteller, Jeff O'Neill, and 011ie Koropchak. 1. CALL TO ORDER. 2. CONSIDERATION TO APPROVE THE JUNE 7, 1993 EDA MINUTES. 3. CONSIDERATION TO REVIEW THE PRELIMINARY AND FORMAL GMEF APPLICATION FOR LAWRENCE T. DEMEULES DBA STANDARD IRON AND WIRE WORKS, INC. 4. CONSIDERATION TO APPROVE OR DISAPPROVE GMEF LOAN NO. 007 FOR LAWRENCE T. DEMEULES DHA STANDARD IRON AND WIRE WORKS, INC. 5. CONSIDERATION TO ENDORSE OR NOT ENDORSE THE FINANCIAL PROPOSAL FOR ADVANCED FOOD SCIENCES, INC. 6. OTHER BUSINESS. 7. ADJOURNMENT. MINUTES MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY Monday, June 7, 1993 - 7:00 p.m. City Hall MEMBERS PRESENT: Chairperson Ron Hoglund, Bob Mosford, Clint Herbst, Al Larson, and Patty Olsen (tardy). MEMBERS ABSENT: Barb Schwientek and Harvey Kendall. STAFF PRESENT: Rick Wolfsteller and 011ie Koropchak. STAFF ABSENT: Jeff O'Neill. GUEST: Lenny Kirscht, BDS, Inc. CALL TO ORDER. Chairperson Hoglund called the EDA meeting to order at 7:00 p.m. 2. CONSIDERATION TO APPROVE THE MARCH 30. 1993 EDA MINUTES. Al Larson made a motion to approve the March 30, 1993 EDA minutes. Seconded by Clint Herbst, and with no corrections or additions, the minutes were approved as written. 3. CONSIDERATION TO REVIEW THE H -WINDOW EXPANSION FINANCIAL PACKAGE. Mr. Kirscht and Koropchak reviewed the H -Window expansion plans and the proposed financial package with EDA members. The H -Window's Immediate plans are to add 25,000 sq ft doubling the manufacturing space and acquiring $650,000 of new production equipment. The expansion will create 60 new jobs. The company's 3-5 year plan requires the need for 200,000 sq ft of monufacturing space. Based on the fact the company has shown steady growth, currently has no first mortgage holder on the property, and with the difficulties the company experienced with state financing at their start-up In 1987/88; BDS, Inc. recommended a very aggressive financial package to meet the company's Immediate and long-term expanoion needs. Since the EDA has the power to issue General obligation Taxable TIF Bonds, the recommendation was for the EDA to issue $1,179,000 of G.O. TIF Bonds at 7.6% over 20 years. With the City's favorable bond rating, the rate is anticipated at 7.1%. The additional .5A override is for EDA administration costs (5400/month or $4,800 annually). The EDA/City would take C Page 1 EDA MINUTES JUNE 7, 1993 first mortgage position with a loan -to -collateral value of 40- 45 percent. TIF would be used to "write-down" the interest rate costs over the life of the district providing additional security for the bond. Other sources of funds for the $2,075,000 project are equity at $400,000 and the State of Minnesota at $500,000 (5% interest rate, 20 years, 2nd REM). A State job forgiveness will be requested at $5,000 per job created. CONSIDERATION TO ENDORSE OR NOT ENDORSE THE ISSUANCE OF "TAXABLE" GENERAL OBLIGATION BONDS FOR THE H -WINDOW EXPANSION. Although the EDA recognized their power to issue bonds through the adopted ordinance, they felt uncomfortable about exercising the power without first establishing written guidelines or policies much as the GMEF Guidelines. Could the City issue the bonds? Additionally, the EDA questioned "What was the benefit to the H -Window?" Mr. Kirscht responsed, "Currently, bank financing would be at approximately 8% (2% over prime rate) fixed for three years and adjusted annually thereafter. A SBA loan would be a fixed 7.5% rate. The EDA 7.6% rate would be fixed over 20 years." Administrator Wolfsteller asked, "What's the likelihood of the State approving the $500,000 request or would it be egg -on - our -face as maybe its just a wish list request?" Mr. Kirscht responsed, "It's a most aggressive approach and will likely be a hard sell." Mr. Mosford stated, "Europeans think long-term; therefore, a fixed rate would be most attractive." The EDA members fully supposed the H -Window Company and their project. Feeling uncomfortable about issuing bonds without established written guidelines and hearing no great benefit to the 11 -Window with the anticipated G.O. Taxable Obligation Bond rate, the EDA elected riot to endorse the issuance of bonds and recommended maximum use of TIF, an agUresGlve approach for the State's $500,000 request, and an explanation to Mr. Steve Lemme of the EDA's recommendation. 5. OTHER BUSINESS. None. Page 2 EDA MINUTES JUNE 7. 1993 ADJOURNMENT. By consensus of members in attendance, the EDA meeting adjourned at 8:20 p. C� �< � 011ie Koropchak, $i Executive Di�tor Page 3 EVA AGENDA NOVEMBER 9, 1993 3. Consideration to review a oreliminary and formal GMEF application for Lawrence T. Demeules dbs Standard Iron and Wire Works, Inc. The Standard Iran and Wire Works, Inc. $1,870,000 real estate closing was held on September 28 In St. Paul and the Groundbreaking Reception was held on October 1, 1993. Since the real estate financing which included Tax Increment Financing (TIF'), Small. Business Administration (SBA) , and bank is history, I have not requested a representative from Standard Iron be present at the EVA meeting. The Greater Monticello Enterprise Fund (GMEF) request of $75,000 As part of a pack -age to finance a $450,000 Horizontal Machine Center. The other sources of funds are State of Minnesota, $250,000; Central Minnesota Tnitiative Fund (CMIF), $100,000: and equity, $25,000. The applicant for the State's $250,000 is Wright County since the State allows only one application per governmental unit per slate fiscal year. The City of Monticello is the applicant of a $400,000 State request to assist the H -Window Company expansion. The State and CMTF applications for Standard Iron were submitted the week of October 25 with award approval anticipated In about a month. The Machine Center Lawrence be owned by Lawree Demeu3es and le -Led to Standard Iron. A second SHA, bank, and equity package will finance another 8805,000 of equipment. A. Reference and Backaroundi GMEF LOAN APPLICATION REQUEST: 075.000 equipment. Van at 6% over ton years. Uses of Funds Harizonta.1 Machine Center $450,000 TOTAL USES OF FUNDS $450,000 Sources at Funds state at Mi"Mama JAY 10 Yew.) s250,000 CMIF (GY 10 Years) $100,000 GMEF (GL, 10 Years) $ 7b.000 Eq"Jty $ 23,000 TOTAL SOURCES OF FUNDS 9400,000 LAWRENCE T. DEMEULES . STANDARD IRON & WIRE WORKS, INC. E.isECUTTVE SUMMARY Standard Iron & Wire Works, Inc. went into business in March of 1930 and is a metal fabricating job shop. On August 28, 1946, the company was incorporated as a C -corporation and has maintained that status to this date. The founding owners were three brothers; H.Z. (Heine) Demeules, R.D. (Rola) Demeules, and E.A. (Zez) Demeules. Later a fourth brother, J.A. (Chuck) Demeules, joined the business. From 1930 to 1941, the company's original market was miscellaneous metals for commercial and industrial construction. During World War II there was little construction being done, and as a result, the production facilities were used to supply component parts to the defense industry. After the war the company continued to fabricate parts for the OEM (Original Equipment Manufacturing) market as well as the construction market. This diversification has helped the company during economic downturns, since historically the government has invested money in government construction projects to stimulate the economy during depressed times. Standard Iron currently has three locations and 135 employees, as follows: LOCATION NUMBER OF EMPLOYEES Corporate Headquarters 38 4990 North Highway 169 New Hope, MN 55428 Sauk Centre Facility 64 West Sinclair Lewis Avenue Sauk Centre, MN 56378 Alexandria Facility 33 1401 36th Avenue West Alexandria, MN 56378 TOTAL EMPLOYEES 135 Through death, inheritance and buy-outs, Lawrence (Rusty) Demeules and David Demeules, the sons of Heine, became equal partners on August 31, 1972. On December 31, 1986, Rusty purchased David's half interest in Standard Iron. Today, Rusty is the majority stockholder (81 percent ownership), with his three sons; Richard Demeules, Joseph Demeules, and William Demeules, as minority stockholders (6 percent ownership each). The proposed project is for purchase of equipment. Standard Iron custom fabricates components from steel, aluminum and stainless steel. Because of the many types of materials used and the wide range of products fabricated, it is necessary to install a variety of equipment, ranging from simple manual machines to sophisticated computer controlled machines that can punch. plasma burn, bend, and weld. As a result of this project, Standard Iron anticipates hiring an additional 17 full-time employees for office operations and 80 production employees, creating a total of 97 new jobs within two years of project completion. N M F.CT FINANCING The equipment will be financed with a 10 -year SBA 504 loan and a separate note from the City of Monticello, CMM, and the State of Minnesota via Wright County. In addition, the company is proposing to finance the building with a 20 -year SBA 504 loan. The proposed uses and sources of funds for the equipment and building loans are as follows: SBA -304 Land S 120,000 Site Improvements 194,000 Construction 1,556,000 Equipment 805.000 TOTAL 504 USES OF FUNDS $2,675,000 OT.E ER -USES Horizontal Machining Center S450.000 TOTAL USES OF FUNDS L3.1?.5.000 M 50i - Building - Bank (ARM, 20 Years, 1st) 5 856,000 SBA 504 (7%. 20 Years, 2nd) 700,000 Equity --1.^100. TOTAL 504 BUILDING SOURCES OF FUNDS $1,8'/U,000 M SBA�504'="<EQUIPMENT, Bank (8%, 10 Years, 1st M & E) $420,000 SBA 504 (6.5%, 10 Years, 2nd M & E) 300,000 Equity 85.000 TOTAL 504 EQUIPMENT SOURCES OF FUNDS $805"000 TOTAL 504 SOURCES OF FUNDS $2,675,000 OTHER"S'OURCES OF'EUNDS ,'State of Minnesota (6% 10 Years, 1st Purchase Money) $250,000 CMIF (6% 10 Years, 1st Purchase Money) 100,000 City of Monticello (6% 10 Years, 1st Purchase Money) 75,000 Equity 25.040 TOTAL OTHER SOURCES OF FUNDS $450,000 TOTAL SOURCES OF FUNDS DEBT SERVICE 53.125.000 Years 1-10 Bank - Building (Avg. 9%) $7,705 Years 11-20 $7,705 SBA - Building 5,427 5,427 Bank - Equipment 5,095 0 SBA - Equipment 3,406 0 State 2,775 0 CMIF 1,110 0 City 835 0 TOTAL MONTHLY $26,353 $13,132 TOTAL ANNUAL $316,236 $157,5Ca 1VU4111091 ra• : J. Following is a review of the historical and projected levels of sales and profitability of Standard Iron & Wire Works, Inc.: YEAR SALES NET INCOME BEFORE TAXES 1990 $11,218,709 $101,078 1991 $11,836,954 $345,168 1992 $10,955,982 $286,514 7/31/93' $9,215,277 $242,255 PROJECTED 1993 $10,363,089 $322,982 1994 $12,563,089 $362,498 1995 $13,863,089 $340,818 1996 $15,588,089 $659,117 Represents financial performance for the 11 -months ending July 31, 1993. The company's fiscal year end is August 31. NOTE: The large level of sales in 1992 and 1991 was due to the Mall of America project which was completed in early 1992. Ioil .1ar-BLI.111nd, t11 Based on the July 31, 1993 balance sheet the debt -to -worth ratio is 1.0:1. The proforma debt -to -worth ratio is 2.5:1. The proforma debt -to -worth ratio is calculated by accounting for the proposed facility and equipment on the proforma balance sheet. The Sauk Centre, Alexandria, and New Hope facilities are owned personally by Rusty Demeules and are not accounted for on the proforma balance sheet for Standard Iron. The industry average debt - to -worth ratio ranges between A:1 and 3.2:1. Current Ratio Based on the July 31, 1993 balance sheet, the current ratio is 2.0:1. The proforma current ratio is 1.5:1. The industry average current ratio ranges between 1.1:1 and 3.2:1. Cash Flow Analysis Based on fiscal year ending August 31, 1992 earnings before taxes of 5286,514, the cash flow coverage ratio is 1.5:1. Based on the earnings forecast for fiscal year -ending August 31, 1994, the cash flow coverage ratio is 2.2:1. Lawrence (Rusty) Demeules has been employed by the company since March, 1966. He is currently the Chief Executive Officer, Chairperson of the Board of Directors and Treasurer. Lawrence has also held the positions of Sales Manager, Vice President and President. Harold Ramsay has been employed by Standard Iron since 1958. He is currently Executive Vice President of the company and Corporate Secretary. Harold has also held the positions of Sales Manager, Draftsperson, and Estimator. He attended the University of Minnesota Institute of Technology. Frank Scott has been employed at Standard Iron since October, 1959. He has been Plant Manager of the Sauk Centre facility since March, 1972. From September, 1967 to March, 1972, Frank was Foreman in the machine shop. Prior to September, 1967, he was Lead Man in the Long Span Department. From October, 1959 to October, 1960, he was a First Class Mechanic. Lee Fielder has been Plant Manager at the Alexandria Facility since August, 1989. From August, 1986 to August, 1989, he was Plant Manager for Pipkorn Industrial Wire. He was Plant Manager for C.W. Olson, Inc. from March, 1979 to July, 1986. Lee held a similar position with Iron Works, Inc. from 1967 to 1974. Both C.W. Olson and the Iron Works were in tlle. same field of work as Standard Iron. James Moe joined Standard Iron as Accounting Manager in November, 1989; he was promoted to Controller in January of 1993. Prior to this, Jim was an auditor with the public accounting firm that performs the annual audit, Boulay, Heutmaker, Zibell & Company. Jim has worked closely with the company over his four years at Boulay as a member and leader of the audit team. While with Boulay, Heutmaker, Zibell, Jim was a member of their Manufacturing Committee, a group that focuses on current accounting and business issues related to manufacturing. Jim is a CPA and a graduate of the University of Minnesota with a Bachelor of Science degree in Accounting. Richard Demeules has been with the company since December, 1986 when he was hired as Accounting Manager. In January, 1990, he made a career move into the position of Sales & Marketing. Richard received an Associate ,of Arts degree in Accounting from North Hennepin Community College and has a Bachelor of Science degree in Management from Cardinal Stritch College. Joseph Demeules has been with the company since June, 1986 when he was hired as Purchasing Supervisor. He has been a member of the Twin City Purchasing Association since June, 1983. He is currently working on his Bachelor of Science degree in Management. William Demeules serves as Technical Support at Standard Iron and has been employed since June, 1983. Prior to his position as Technical Support, William was a Sales Engineer, Assistant Plant Manager at the Alexandria Facility and worked as a machine operator and welder at the New Hope, Sauk Centre and Alexandria Facilities. William is a member of the American Welding Society and has been a Certified Welding Inspector since 1986. Demeules Family Limited Partnership has been established to be the ownership entity for the proposed facility in Monticello. The building will be leased back to Standard Iron. Lawrence Demeules will own the equipment personally and lease it back to the company. The ownership structure of Standard Iron & Wire Works, Inc. and Demeules Family Limiter{ Partnership are as follows: Q PERCENT OF Lawrence Demeules 4,423 81% Richard Demeules 339 6% Joseph Demeules 339 6% William Demeules 339 —b -I TOTAL 5,440 100% Summary of Class B Non-VotingS tock Harold Ramsay 375 Frank Scott M TOTAL 504 L C lVTJ x:11' Lawrence Demeules 4% Richard Demeules 32% Joseph Demeules 32% William Demeules M TOTAL 100% Standard Iron is a long-standing, well-established family business. The company's success over the last 63 years has been a result of manufacturing quality products by a dedicated employment base and meeting customer requests in a timely manner. Recognizing the importance of the construction division to the success of Standard Iron, the company has refocused it's marketing efforts to include a larger geographic market area. The company has recently been rewarded with a sustained increase in sales in the increased market area as a result of these efforts. The sales for the industrial products division have also been steadily increasing and the company has increased its sales staff to ensure that this continues. In response to the recent increase in customer demands, Standard Iron has made the decision to expand its manufacturing capacity. The proposed building and equipment project in Monticello will enable the company to grow and meet customers demands. I EUA AGENDA NOVEMBER 9, 1993 y. EXECUTIVE SUMMARY enclosed. GREATER MONTICELL0 ENTERPRISE FUND (GMEF) GUIDELINES PUBLIC PURPOSE CRITERIA: Must comply with four or more of the criteria listed below, criteria nl being mandatory. 1. Creates new jobs: 35 immediate new (37.5 hpw) jobs, 80 additional (37.5 hpw) jobs over three years. 2. Increases the community tax base: Estimated Market Value of $1,250,000 or estimated Tax Capacity of $57,365. 3. Factors: Will Assist an existing industrial business to expand and relocate their operat.tons. The business and proposed project is compatible with the comprehensive plan and existing zoning policies. The company's product is not. availnbie within the city and no potential adverse environmental effects are anticipated. 4. Used as a secondary source of supplement conventional financing: Although bank financing is not part of the $450,000h1 ilor.izontal Machine Center package, of the $3,129,000 total package Norwest Sank financed 40.83% or ^$1,276,000. 5. Used as gap financing: Since about all other sources of funds available are structured in this deal and the $75,000 GMJW Is 2.4% of the total $3,125,000 package, this qualifies as gap financing. 6. Used to assist other fundo: SDA, State, and Regional Funds are being requested. Page 2 EDA AGENDA NOVEMBER 9, 1993 GREATER MONTICELLO ENTERPRISE FUND POLICIES I BUSINESS ELIGIBILITY: Industrial business: Yes. Located within city limits: Yes, Zoned 1-2. Lots 7 & 8, Block 2, UIP Credit worthy existing business: Yes, real estate financing approved with Norwest Bank and SBA. Refer to Executive Summary. 510,000 loan per each job created or $5,000 per every $20,000 In property market valuation, whichever highest: $160,000 or $68,500, respectively. Recommend: $75,000 GMEF approval. 11. FINANCING METHOD: Participation Loan: The State, CMIF. and GMEF will share a 1st Purchase Money on the Horizontal Machine Center. I I I . USE OF PROCEEDS: Equipment - Horizontal Machine Contor. TV. TERMS AND CONDITIONS: Loan Size: maximum not to exceed 500. of the remaining (jM1!F balance. Balance jt)ly 1903, $157,500. Maximum loan utze, $78,750. Page 3 EDA AGENI;A NOVEMBER 9, 1993 I Leveraging: Minimum 604 private/public non-GMEF. Maximum 304 GMEF. Minimum 104 equity of GMEF loan. TOTAL PROJECT Bank $1,276,000 (40.834) SBA $1,000,000 (32.004) TIF/EQUITY$ 314,000 (10.04'x) STATE $ 250,000 ( 8.004) CMIF $ 100,000 ( 3.20%) GMEF $ 75,000 ( 2.404) EQUITY $ 110,000 ( 3.404) TOTAL HORIZONTAL MACHINE STATE $ 250,000 (55.55%) CMIF $ 100,000 (22.224) GMEF $ 75,000 (16.66%) EQUITY $ 25,000 ( 5.554) (33.33`.x) Loan Term: Equipment amortized over 7 years. State and CMIF loans to be amortized over 10 years, ballooned in 7 years. Recommend: Amortize over 7 years. ( 1 Interest Rate: Fixed rate not less than 24 below Minneapolis prime rate. Recommend: 5.04 interest rate. Loan Fee: Minimum fee of $200 but not to exceed 1.54 of total loan project. $75.000 k .015 - $1,125. Recommend: Prepayment Policy: No penalty for prepayment. Deferral of Payment: 1. Approval of the EDA membership by majurity vute. 2. Extend the balloon if unable to refinance, verification letter from two lending inotitutions subject to Board approval. Page 4 EDA AGENDA NOVEMBER 9, 1993 Interest Limitation on Guaranteed Loans: Subject to security and/or reviewal by EDA. Assumability of Loan: None. Business Equity Requirements: Subject to type of loan as determined by the EDA. Collateral: Mortgage deeds, securities, and/or- guarantees nd/orguarantees as per the GMEF attorney. Non-performance: The approved GMEF loan shall be null and void If funds are not drawn upon or disbursed with 120 days from date of EDA approval. Recommend: Approved GMEF shall be null and void on March 9, 1994. GMEF legal fees: Responsibility of the GMEF applicant. B. Recommendation: Recommendation is to review the enclosed information prior to the EDA meeting for dJscussion and potential questions. Consideration to approve GMEF is the next agenda item. C. Supportlna Data: 1. Copy of the preliminary GMEF application from L. T. Demeules. 2. Description of the Rorizontal Machine Center. 3. Copy of the executed Release of Information forms. 4. Copy of the. formal GMEF Checklist. 5. Copy of the site location. Supporting Data On -hand: 1. State. Economic Recovery Grant Application. 2.. CMIF Application. 3. Private Redevelopment Contract between the. Demeules Limited Partnership .and the IIRA. Page 5 G? -EA':' -t MCN::CE:.LO EN"EPPR:S-c 250 EAS". BROADWAY MCMI=7E 0, MINNESOTA Por=M711ARY APPLIU'":CJ FCR. LOAPI APPL:01117: L.T. "RUSTY" DFMr1!1�5 M-41' CR T?ADE NAMF: STANDARD IRON AND WIRE WORKS. INC. BUSINESS ACORESS: 4990. NQkTH KTGHWAX 149 MINNEAPOLIS, MN 55428-4083 (; G. Street) (C:c1 b State) (Zip Ccce) TELc_�SCNE: BUSINESS ( FIS 531-111Q ECHE ( 1 DATE ES- BLISHED: 1930 EMPLOYI4 I.D. 1: 41-0652355 SCLC PP.OPRIETOR X CORPCRA'_'ION PAR' -NE_- FI? MANAGE EN': NAME T17LE OWNERSEI? 9 L. T. Demeules President 81% Harold Ramsav Vice President Joseph DCmellleSMaterials Nlanager tiro Richard Demeules Sales F Marketing NanaRer 6& William Demeules Technical Support Mana¢er be PROJECT LOCATION: InTq 7 AND R. BLOCK 7. oAKwoOD 1NDUSTRIA[,_ZARK. MONTICELLO NEW BUSINESS EXISTING BUSINESS RELOCATION AND EXPANSION TOTAL PRC=—" COST ESTIMATE: 5 1_I?5.000 PROPOSED USES: RECUESC: LAND S 120_nnn AMDON" OF LOAN 575.000 '%:S:':NG BUILDINGAA JRI: ' b T}3ENS CONSTRUCTION 1_75n_Onn RECOESTED 6; OVER IO YEARS MAC3:NERY CAPITAL 1 �55_nnn APPLICAN'"'S WORK:NG CAPITAL ECUI='Y $25.000 of OFIER LCAN PURPOSE 5450.000 HORIZONTAL :CTRL USES 51 t,5 nnn MACHINING CENTER PROPCSED BEGINNING DATE: nrTnnrR t iaai ES -:,'A -.ED C2112LE1:ION DA^.E: APRTI 10 )nal. J PROJECT' ASSETS TO BE HELD BY: OPERA':ING EN'": Y AL= EGO PAR-:C:PA'::NG LENDER: Norwest Ran{. (Name) (Ac=cess) ( 1 (Contact Person) (Telepnone 1) PRESE'r. ; OF L"3L0YEES: 35 PROJEOF LvLOYEES 115 ADDIT:CNAL PPDJEC'' INFCRYATMN: APPLICArr. SICIA17URE: DA^_ 15 ISO 25th Avenue Nor:, Minneapolis. MN 55147.1981 Productivity Inc Prone 612.476-8600 0 FAX 612.476.4092 September 15, 1993 Standard Iron and Wire Works 4990 North Highway 169 Minneapolis, MN 55428-4083 Attention: Mr. Bill Demeules Subject: Machining Systems HMC 100, Proposal No. M012383 Gentlemen: We are pleased to submit for your consideration this Proposal No. M012383 for the Machining Systems HMC 100 Horizontal Machining Center with DynaPath Control. To date, Machining Systems has installed over 225 Horizontal Machining Centers around the world. Current users include Caterpillar, JI Case, and Westinghouse. Our experience shows that given normal operating conditions and a proper maintenance schedule the HMC 100 will provide 10 plus years of use. Machining Systems HMC 100 Horizontal Machining Center Including, Automatic 4 Pallet System 2 39' x 39' Pallets 2 39' x 56' Pallets Extended 'X' axis travel of 120' Extended 'Y' axis travel of 60' Chip Conveyor Delta 20 Control Upgrade Package Renishaw Touch Probe Tooling Package Surfcam Off Line Programming System Freight, Rigging, and Sales Tax $459,204.00 SALES a SERVICE a ENGINEERING '➢ Page Two ` Standard Iron & Wire Works September 15, 1993 Kindly note that the manufacturers warranty is passed on to the customer and is for one year. Thank you for this opportunity to offer our equipment and services. Please contact me if you have any questions or suggestions. Very truly yours, PRODUCTIVITY, INC. Andy Archer Sales L C Maximum Productivity minimum investment Maximum Productivity minimum investment M.S. Machining Systems, Inc. offers four horizontal spindle machining centers with an advanced computer numerical control and automatic tool changer, performing a wide variety of machining operations on large and heavy work pieces. Numerous standard features increase your productivity and reduce non -cutting time. Basic Machine Construction Major machine components, such as base, column and slides, are high strength, stress relieved weldments forexccUent rigidity and stability. Thcir , r y massive, well ribbed design permits the machine to combine heavy roughing me" and precision finishing in one operation. G Precision Index Table The fast accurate 360 position index table assures muldface machining can be I. done precisely. Hydraulics provide the clamping force for maximum rigidity - stiffness strongly resisting any cutting tool forces. For additional machine flexibility a 360.000 position table is offered as optional equipment on some models. Spindle Drive The large diameter spindle shaft with positive tool lock is supported by five bearings for rigid tool support. 'Rte constant mesh gear train, two range transmission, dependable high torque D.C. spindle drive assures superior cutting tool performance. Spindle speeds can be selected in one RPM incre- ments by direct S4-dig1t commands: range shift is automatic. Slide Drives and Ways Machine ways are made of hardened and ground alloy sleet. The slides move on recirculating preset roller way bearings providing a high level of position- ing accuracy. All axis are powered by high response D.C. Servo motors driv ing preloaded precision ball screws. Ways are protected by a unique wiper system developed by M.S. Machining Systems, Inc. split Tool Change System The random preselect bi directional toot chain can store up to 76 CV type taper tools. Tools called for by the program are automatically exchanged by the toot changer from the tool chain into the spindle. Oversire tools can be accomodated by leaving adjacent pockets empty. Optional Pallet System To increase machine working time the four or six n station pallet changer inter changes pallet - pans i automatically. The rotary design reduces floor space and provides the ftex�bitity for future autom7tion. Machine Control Unit The machines are equipped with an advanced,CNC system designed for them, incorporating most desir- able features and modern microcomputers to simplify programming, operation and mainteneance. Part programming format switchable between menu - driven coversational and conventional EIA RS -274. 500 Ret (150 M ) part program storage with 99 program names.Additionatl program storage available. Subroutines, repeat cycles, pan scaling and rotation. Direct RPM spindle speed control. Random access ( tool charge capabilities. Full travel alphanumeric keyboard and CRT defined soft keys. RS -232 interface ports. Fully upgradable, control specs enclosed. Std.(4) four position pallet changer Dyno-Path Delta series CNC Major sub -assemblies and components inter changeable SPECIFICATIONS HMC - 100 Ails travel ranges longitudinal travel ( saddle, X axis I 100' • 120' optional vertical travel ( spindle carrier. Y axis) 40' • 60' optional cross travel ( Z axis table) 40'. Rotary Index table work surface dimensions 99' ■ 99'. programmable Index positions ( B axis) standard 380 In 1 degree Increments maximum Indexable work bad 10.000 [Its. lIndsx rate 2 rpm. 3pindle carrier drive motor D.C. 25 h.p. duty rated at 05 h.p. spindle wood range 0 to 533 low range O to 2400 high range. 1 rpm Increments, Linear Food Rates X. Y,and Z food rotes 0.1 to 50 Ipm rapid traverse rate 250 ipm Z axis thrust 0,000 pounds Accuracies slide positioning pot axis X.Y and Z .0005 pot foot e axis, index table 10 arc seconds repeatability pot axis X.Y and Z .0002 in. Automatic tool storage and changer storage capacity 48 tools selection mothod,outomatk; pro -salad next tool maximum tool weight 50 pounds maximum tool diameter full chain 5.50 Inches adlacent pockets empty 10.00 inches machine weight 80,000 lbs. L _J j MACHINING CENTER SPECIFICATIONS Description NMC 15 HMC 40 HMC 60 HMC 100 Table size "X" 22.5' x 22.5" 28" x 28" 28" x 28" 39" x 39" Axis travel "Y" 30 inches 40 inches 60 inches 100 inches Axis travel "Y" 22 inches 34 inches 40 inches 40 inches Axis travel "2' optional 28" optional 40" optional 60 " Axis travel 20 inches 28 inches 28 inches 40 inches Spindle II.P. 15 25/35 25135 25/35 Spindle ranges 2 2 2 Spindle speed 0-3000 0-2400 0-2400 2 0-2400 Spindle taper 50 CV 50 CV 50 CV 50 CV Table index 360 - 1 degree 360 - I degree 360 - 1 degree 360 - I degree Table toad "T' 3.000 lbs. 4,000 lbs. 4,000 lbs. 10.000 lbs. axis thrust 4,000 lbs. 4,000 lbs. 4,0001bs. 6.000 lbs. A.T.C. 48 tools 48 tools 48 tools 48 tools Toot weight 50 pounds 50 pounds SU pounds SU pounds Tool diameter maximum 10 inches 10 inches 10 inches 10 inches Tool length 24 inches 24 inches 24 inches 24 inches Machine weight 26,000 pounds 36,000 pounds 40.{X)0 pounds 60,000 pounds MACI IINE OP11ONS CONTROL OPTIONS Consult factory direct for options not listed. Four pallet system Delta - 20 Six pallet system Chip conveyorMa c hi ning� Coolant through spindle �`Jyslem5 High pressure coolant v Extended tool capacity PRODUCTIVITY, INC. High s spindle. 48M m te1°a Q°°' x"""" N=u 8 p v � '+� '? 3 5833 Fisher Road • Nowell, Michigan 48843 Full enclosures w1°°°a , Phone 517 •546 1170 Fox 517 •546. 0542 Business Plan for Expansion Equipment Projections: Press Brakes (2) S 154,122.00 Horizontal Machining Center 450,000.00 HyDefinition Plasma 298,000.00 1/4• X 8' Shear 95,400.00 150 Ton Punch Press 129,000.00 Air Compressors (2) 21,000.00 Programming Systems 28,000.00 (Include sheet metal and machining) 5 Ton Crane System 80.000.00 Total Estimated Equipment Cost: $1,255,522.00 Standard Iron custom fabricates components from steel, aluminum and stainless steel. Bemuse of the many types of materials used and the wide range of products fabricated, it has been necessary to install a variety of equipment, ranging from simple manual machines to sophisticated computer controlled machines that can punch, plasma bum, bend and weld. Job Creation: The expansion of a new facility in Monticello will also allow for substantial job creation. In the first 3 years, we project to hire an additional 17 employers for office operations and 80 production employees, creating a total of 97 new jobs. We will mainly be seeking to hire semi- skilled employees and will offer a competitive wage and benefit package. Standard Iron currently employs 125 people. Risk Identification and Ntanagement of the Monticello Expansion Plan: Whenever expansion is considered, there is always some risk, due partially to the increase in feed costs. We feel we have reduced our exposure to the risks involved due the following factors: industrial Products: Standard Iron has good, long term relationships with its customers. They have communicated to us that are pleased with our delivery and quality reliability. B. We currently have to tum away or sub -contract work because of lack of capacity at our present facilities. C. We service the agricultural industry with both new parts and replacemcnt pw-ts. Therefore, our orders are not dependent only on new farm machinery srlcs. 250 East Broadway P. 0. Box 1147 AUTHORIZATION RELEASING INFORMATION Monticello, MN 55362.9245 Phone: (612) 2952711 Metro: (612) 3335739 Fax: 14662) 295.4404 Norwest Bank Mknnejota (navid Iforri,; Asst Vice Prue,) Name of Financial Institution 4141 Lyndale Avennn Vnrrh Street ftuy Caoot i 4 City qty %%e7onhA State Zip I hereby authorize any person to furnish to the Monticello Economic Development Authority, 250 East Broadway, PO Box 1147, Monticello, Minnesota 55362, any and all financial records, reports, statements, or other documentation or information in their possession regarding: t T nmm—ttne Developor's name(s) 1206% AArh Avnnun Nn r r Ntp le My q q A t Developer's address Upon presentation of this authorization or an exact copy thereof, you are directed to permit the personal review, copying, or photostating of such records, information, and evidence and provide same to the Monticello Economic Development Authority. 1, the undersigned, acknowledge the said above information may becomo public. This authorization shall be valid the entire term of the loan. Dated: le- 078— 2'3 Ono copy for each principal of a partnership or corporation as well as the entity itself. �f uthoC z n uro Z50 East Broadway P.O. Box 1147 AUTHORIZATION RELEASING INFORMATION Monticello, MN 55362.9245 Phone: (612) 295-2711 Metro: (612) 333.5739 Fax: 7(012) 295.4404 Norwest Bank Minnesota, (David Norris, Asst Vicc Pres.) Name of Financial Institution 4141 L-vndale Avenue North Street Minneapolis, MN 55479-2065 City state Zip I hereby authorize any person to furnish to the Monticello Economic ' Development Authority, 250 East Broadway, PO Box 1147, Monticello, Minnesota 55362, any and all financial records, reports, statements, or other documentation or information in their possession regarding: Standard Iron Doveloper's name(a) 4990 No, Hwv 169, Mnls„ MN 554:8 Developer's address Upon presentation of this authorization or an exact copy thereof, you are directed to permit the personal review, copying, or photostating of such records, information, and evidenco and provide same to the Monticello Economic Development Authority. I, the undersigned, acknowledge the said above information may become public. This authorization shall be valid the entire form of the loan. Dated: F7 (,Abthorizbd-Blgnature GTANDARO IRON A VAng WORitB, DIQ Ono copy for each principal of a LT.OEYEULES pRMDEW partnership or corporation as 4MN081NN10NWAY189 wail as the entity itself, CMN SUM -4m GMEF FORMAL APPLICATION MONTICELLO EDA CHECKLIST FOR LAWRENCE T. DEMEDLES DBA STANDARD IRON viper Preliminary GMEF Loan Application. u Formal GMEF Loan Application -- Business Information: V History and Description of business. Resumes of principals and senior management. Financial Information: ✓ Personal financial statements -- all principals with 20 percent ownership or more and/or guarantors. V Business financial statements current within 60 days -- operating statement and balance sheet. ✓ Aging of existing accounts receivable and paynbles. V Schedule of existing debt. ✓ Operating projections for two years. Project Information: Purchase Agreement. ✓ Cost estimates with supporting documentation. Project Appraisal. ✓ Collateral Listings. I/ Business benefit analysis -- jab creation/efficiency. etc. Lender commitment letters or commitment agreement between lending institution and the RDA. Prior to Loan Closing: Certificate of Good Standing (verifies existence). Y Corporation Resolution (who is authorized to borrow). ✓ Articles of Incorporation/By Laws (listing of do's and don't). Ficitious Name Statement. Equity doposti verification. �}y Applicable permits and/or licenses. Lease Agreements Monticello EDA Checklist for LAWRENCE T. DEMEULES DBA STANDARD IRON Page 2 Z UCC I Filings: State (M&E) Date of Filings continuations UCC II Filings: County (Fixtures) Evidence of insurance -- life and property. Preliminary title report. Certification of current status on employment compensation, workman's compensation, and state and federal tax withholdings. Partnership Agreement. Personal Guaranty(s) L111 Authorization Releasing Information. Loan Agreement. Subordination Agreement. The EDA reserves the right to request additional information if so determined. C I OPTIONAL REQUIREMENTS Business Information: Business and marketing plan. Franchise Agreement. Financial Information: L/ Month -by -month cash flow. L/f~ Source of equity capital. Personal/business federal and state tax returns. t-"' Proforma balance sheet. Project information: City, state. feaeal review by t/ Plans and specifications -- city site plan review. i i • �YG+r,srN �I l(,�tY.�VIW S i �� 'ice '� e �e' .• I .. I llJJ /r �e'• rv4 � i Aq7_ 94 .�- , I L 1.4 {�!1�R.�M«P- ryws! �411J'AVI — �10,Q0' l�10. 011 LOT i3 OUNDAis ROAD LV �} fQ,QCE a ! 404+ EDA AGENDA NOVEMBER 9, 1993 R111 Consideration to anorove or disanorove GMEF Loan No. 007 for Lawrence T. Demeules dba Standard iron and Wire Works. Inc. Reference and liackoround: Following discussion of the preliminary and formal GMEF application for Lawrence T. Demeules dba Standard Iron and Wire Works, Inc.; the EGA is asked to consider approval or disapproval of the recommended $75,000 GMEF Loan. The applicant requested terms of 6% interest rate amortized over ten years. First, the EDA needs to determine if the GMEF loan application from Mr. Demeules will encourage economic development, and that the proposed Standard iron project and application complies with the GMEF public purpose criteria and policies. Secondly, with the assumption the project application complies with the public purpose criteria and policies, the EDA must determine the amounts of the loan, interest rate and terms, service and legal fees, and required equity. Additionally, the EDA must determine necessary collateral or any other conditions. A. Alternative Actions: 1. A motion to approve GMEF Loan No. 007 for Lawrence T. Demeules dba Standard Iron and Wire Works, Inc. loan amount and terms as recommended: $75,000 far equipment at 5.0% interest rate amortized over seven years. 2. A motion to al,rove GMEF loan No. 007 for Lawrence T. Demeules bia Standard Iron and Wire works, Inc. Loan amount and terms as determined by the EDA. 9. A motion to disapprove C14PP Loan No. 007 for Lawrence T. Demuules. dba Standard Iron and Wire Works, Inc. C. Staff Fer_ommendation: Assuming the EDA determines that the proposed project complies with the GMEF public purpose criteria and policies, staff' supports Alternative No. 1. Additionally, the EDA must determine service/legal fees and equity/col lateral requirements. and any other conditions, and direct the City Attorney to prepare necessary closing documents. Motion should be subject to final equipment funding approval, `N EDA AGENDA NOVEMBER 9, 1993 1 Suauortinq Data: Copy of the GMEF Approval Form. CPape 2 APPROVAL OF ~ GREATER MONTICELLO ENTERPRISE FUNDS BY ECONOMIC DEVELPMENT AUTHORITY IN AND FOR THE CITY OF MONTICELLO, MINNESOTA Preliminary Loan Application Approval. YES Loan terms negotiated and agreed Ylpon betweeen the developer, the lending institution, and the EDA Executive Director. BANK CLOSING - SEPTEMBER 28, 1993 Formal Loan Application and Financial Statements analyzed by the lending Institution, BOS, Inc. or city staff. YES Building and Site Plan Preliminary and/or SITE FINAL Final Review. AS OF 11-4-93 BUILDING PRELIMINARY Building Permit approval or construction FOOTINGS, FOUNDATION, EXTERIOR WALLS. commitment. AS OF 11-4-93 ROOF, AND FLOOR PERMIT. Loan documents reviewed and/or prepared by the City Attorney, ECONOMIC DEVELOPMENT AUTHORITY APPROVAL OR DISAPPROVAL: LOAN NUMBER CHEF LOAN N0, 007 LOAN APPROVED BORROWER LAWRntvLt. j. UCMtULtb UBS STANDARD IRON AND WIRE wuxxb, INC:. ADDRESS 4yyu NUMui "ILnwAY iby, MINNEAPO[. N DISAPPROVED LOAN AMOUNT $0.000 egUIPMLN'IMN 55428-4083 RATE DATE TERMS FEE A motion was made by EDA Commissioner to (approve - disapprove) Greater Monticello Enterprise Funds in the amount of dollars and cents to developer this day of Seconded by EDA Commissioner YEAS: NAYS: GMEF disbursed 19 _ by Check No. ,EDA Treasurer CITY COUNCIL MAY REVERSE AN EDA LOAN DECISION WITHIN TWENTY-ONE DAYS OF EDA APPROVAL. GMEF Approval Page 2 ACCEPTANCE OF TERMS I (We) hereby accept the terms stated above as approved by the Economic Development Authority in and for the City of Monticello. DATED: C EDA AGENDA NOVEMBER 9, 1993 Consideration to endorse or not endorse the financial proposal for Advanced Food Sciences, Inc. Reference and Background: On November 2, the Industrial Prospect Team and City Staff met with Jim DeVine, Project Consultant, Advanced Food Sciences, Inc. and Peter Lytle, General Manager, Land O'Lakes, Inc. They were accompanied by Debra Palmquist, NSP Economic Development Consultant, from where the prospect lead originated. Enclosed you will find a copy of the company's criteria, OHMIC Processing, City response to additional questions, and the November 2 agenda. Upon BDS, Inc. receiving a copy of their preliminary Phase I equipment list and building plan, Lenny Kirecht will prepare a financial proposal from the City of Monticello, of which, the EDA is being asked to review for endorsement. Thereafter, would the proposal be submitted to Advanced Food Sciences, Inc. The proposal would be based on the receipt of corporate guarantees. The Phase I includes a $15,000,000 capital investment, $3,000,000 real estate and $12,000,000 equipment. Phase I Includes an approximate _2.1,000 sq ft building and 10 acres, between 55-65 jobs at an average wage of $18.00 per hour (with benefits). The company is looking for community "gap" financing and a building lease back agreement. Completion of Phase II and III could see an approximate total 80,000 eq ft building and the creation of 250-300 jobs. Because the OHMIC Processing is now and would be the first of its type in the US, the technology is very expensive. Food particulates arrive via trucks to the selected sits. The vertical heat penetration process (food charged equally), which sterilizes the food, allows for a shelf life of up to three years. When the foods ars prepared by the consumer, they maintain a crisp uniformity throughout. On the firet-tier round, eleven communities are being visited: Decker, Foribault, Monticello, and four metro -communities are some known. In addition to Land O'Lakes, Hormal and Cargill are part of some 50 food companies endorsing the now food processing technology: t EDA AGENDA NOVEMBER 9, 1993 Again, the EDA is being asked to review the financial proposal as prepared by BDS, Inc. for endorsement. Plans are to submit the endorsed proposal the next day. Financial proposal will be distributed at the EDA meeting. CPago 2