47 of 1973 - A Resolution of Intention to issue Industrial Development Revenue Bonds and authorizing the executio , - 4
ResolutiHo.on 7 :1 Irc
. :.,: ,
By Jennings Pitalitstil,Jr.
A Resolution of Inten:IdMt Teo issue
Industrial Develepment Revenue ponds
and authorizing the Emetution of a
)1 commitment agreement by and mnong :
Mellon Bank, N.A., Bortland Cement
Company of Utah, a Utah Corpatation,:
; Wheelabrator Servisystems Corporatiq ,
a Delaware Corporation, and Salt Lake
,1
City, Salt Lake County, Utah.
Presented to the Board of Commissioners
AND PASSED
AUG 7 1973
)&4YekAtttstOVANNJ ,
CITY RECO r
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Mellon Bank ILL
{ Mellon Square
Pittsburgh,Pennsylvania 15230
July 26, 1973
The City of Salt Lake City
City and County Building
Salt Lake City, Utah 84111
Attention: Commissioner Jennings Phillips
Gentlemen:
We are pleased to advise you that, subject to the
terms and conditions herein set forth, we hereby approve your
request that we purchase your bond (the "Note") in an amount
not to exceed the aggregate principal sum of $600,000 to be
issued by you under the provisions of the Utah Industrial
Facilities Development Act (the "Act"). The proceeds of the
Note ("Note Proceeds") will be applied in the manner hereinafter
provided and the Note will be secured by (i) a first and
paramount, perfected security interest (the "Security Interest")
covering certain industrial pollution control facilities and
related improvements (which, together with all additions thereto,
substitutions therefor and replacements thereof, are hereinafter
called the "Facilities") to be installed and used by Portland
Cement Company of Utah (the "Industry") on behalf and as lessee
of Wheelabrator Servisystems Corporation ("Servisystems") on
real property situate in Salt Lake City, Utah (the "Industrial
Site"); (ii) assignments to us of (1) all sums due to you under
an agreement of sale (the "Agreement of Sale") to be entered
into between you and Servisystems, pursuant to which you will
sell the Facilities to Servisystems in exchange for a non-
recourse promissory note of Servisystems (the "Servisystems
Note") in the amount of the Note providing for payments to you
of amounts sufficient to pay interest on and the principal sum
of the Note as and when the payment thereof becomes due and
(2) all sums due to you pursuant to an assignment (the "Assign-
ment") by Servisystems to you of basic rentals payable under
a lease (the "Industry Lease") of the Facilities from
Servisystems to the Industry, which assigned basic rentals
shall be in amounts equal to Servisystems' obligations under
the Servisystems Notar and-of the Industry Lease; (iii) a guaranty
(the "Guaranty") by the Industry of (1) your undertakings to acquire
construct and install the Equipment on the Industrial Site and (2) the
prompt and punctual performance by Servisysttms of its
obligations under the Agreement of Sale and the Servisystems Note;
Mellon Bank N.A.
-2-
and (iv) a Note Purchase Agreement (the "Note Purchase Agreement"),
hereinafter mentioned.
This commitment is issued by us subject to (i) your
acceptance hereof in the manner hereinafter provided; (ii) issuance
of the Note in compliance with the Act and execution and delivery
of all loan documents in the City of Pittsburgh, Pennsylvania;
(iii) your compliance with all provisions hereof; and (iv) the
following terms and conditions wherein you are referred to as
the "Municipality", we are referred to as the "Bank", and the
Note, the indebtedness evidenced thereby and all instruments and
documents to be given to secure and support the same are herein
sometimes collectively referred to as the "Loan";
(1) Amount of Loan: Not to exceed the lesser of (a)
$600,000 or (b) the "Actual Cost"
of the acquisition and installation
of the Facilities. For purposes of
this commitment, the term "Actual
Cost" shall include all expenditures
properly chargeable to capital account
in connection with the acquisition and
installation of the Facilities including,
without limitation, engineering, equip-
ment, foundation and installation costs,
interest incurred during the construc-
tion of the Facilities and expenses in-
curred in securing and closing the Loan;
providing, however, that any such
expenditures not included in the
provision of the Act entitled "Items
included in cost of project" shall not
be included in the Actual Cost.
(2) Tax-Free Status: This commitment is issued in reliance
upon the Loan qualifying as a fully tax-
free obligation under the provisions of
the Act so that interest on the Note will
at all times be excludable for Federal
income tax purposes from the gross
income of the holder of the Note during
the entire term of the Loan and any
extensions or renewals thereof. If
it is determined, on or before the
date of issuance of the Note, that
the Loan does not so qualify, this
commitment shall be void, and if during
the term of the Loan interest on the
Note shall be determined not to be, or
Mellon Bank ILA.
-3-
shall cease to be, tax-free, the rate
of interest on the Loan, effective as of
the date of such determination or
cessation, shall increase from the rate
set forth in (3)(a) below to the rate
set forth in (3)(b) below.
(3) Rate of Interest: (a) For so long as interest on the
Note is tax-free, the Note shall,
at the election of the Municipality
made by written notice to Bank at
least 15 days prior to the date of the
purchase of the Note by the Bank (the
"Purchase Date"), bear interest on out-
standing balances of principal at the
rate of either (i) 6% per annum, or (ii)
5 1/2% per annum, plus or minus one-half
of the amount of any increase or decrease
after June 14, 1973, (on which date
the prime rate was 7 1/2%) in the prime
rate of interest on new 90-day loans to
commercial borrowers of substantial size
and highest credit rating in effect at
Bank from time to time, (the "Prime Rate"),
in which latter case the rate of interact-
in the Note shall change automatically
from time to time effective as of the
first day of the first month following
the month in which the change in the
Prime Rate occurred.
(b) If during the term of the Loan
interest on the Note shall be determined
not to be, or shall cease to be, tax-
free, the Note shall, effective as of the
date of such determination or cessation,
bear interest on outstanding balances
of principal at a rate per annum which
shall be 2% above the Prime Rate, such
rate to change automatically from
time to time effective as of the first
day of the first month following
the month in which the change in the
Prime Rate occurred.
(4) Terms of Payment: Interest only on outstanding balances
of the principal indebtedness at the
Mellon Bank N.A.
-4-
applicable rate set forth above, pay-
able on the first day of the third
month following the Purchase Date and
on the first day of each third
month thereafter until the first day
of the twenty fourth month following
the Purchase Date on which day
and on the first day of each
third month thereafter the Municipality
shall pay or cause to be paid to
Bank a sum to be applied first to
interest on outstanding balances
of the principal amount of the Note
at the applicable rate set forth
above and the remainder to the
reduction of principal, which install-
ment payments shall be sufficient
to fully amortize the Note upon
maturity.
(5) Maturity: The Loan shall mature on the first day
of the first month following the 12th
anniversary of the date of the Note.
(6) Prepayment The Municipality shall have the privi-
Privilege: lege of prepaying the Loan in whole or
in part at any time without payment
of premium or penalty, but no partial
prepayment shall alter the amount of
the payments specified above.
(7) Commitment Fee: The sum of $6,000.00 shall be paid
to Bank as a commitment fee. Said fee
shall be paid concurrently with the
delivery of the Note and shall not be
subject to reduction or be refundable.
(8) Security: (a) The Security Interest;
(b) A Note Purchase Agreement
pursuant to which the Bank will, at the
Municipality's option, (i) advance the
entire Note Proceeds to the Municipality,
on the date of issuance of the Note,
such Note Proceeds to be held for appli-
cation to defray the cost of the
Mellon Bank N.A.
-5-
Facilities (and, pending such appli-
cation, to be invested in obligations
of, or guaranteed by, the United States or
an agency thereof, but in no event to
be invested in any manner which would
cause the Note to be an "arbitrage
bond" under Section 103 (d) of the
Internal Revenue Code and the regu-
lations prescribed under that Section),
or (ii), upon requisitions of the
Municipality approved by Servisystems
and the Industry, advance Note Proceeds
to Servisystems as required to defray
the cost, as incurred, of acquiring
and causing the Facilities to be
installed on behalf of Servisystems and
expenses incidental thereto. In
either event, the Note Proceeds shall not
exceed in the aggregate, the amount of
the Loan as set forth at (1) above and
Servisystems will agree to apply the
Note Proceeds solely and exclusively
for the above-mentioned purposes;
(c) The assignment to the Bank of
all sums due and to become due to the
Municipality under the Agreement of Sale
and under the Assignment, which assign-
ment shall be accompanied by the Industry's
written and unconditional guarantee of
Servisystems' obligations under the
Agreement of Sale and the Servisystems Note;
(d) The absolute and unconditional
guarantee by the Industry of completion
of installation and construction of the
Facilities.
(9) Items to be The Municipality shall furnish
Furnished: or cause to be furnished to Bank on
or prior to the Purchase Date the
following:
(a) The instruments and documents
mentioned or referred to above;
•
Mellon Bank N.A.
-6-
(b) Evidence acceptable to Bank that
the Security Interest is fully perfected
and is prior to all other interests in
the Facilities;
(c) A plot plan or survey of the
Industrial Site showing the location of
the Facilities;
(d) A legal description of the
Industrial Site sufficient for the
purpose of creating the Security
Interest and describing the Facilities;
(e) Evidence of (i) satisfactory
zoning; and (ii) the availability of all
necessary permits and licenses, etc.
to construct, install and operate the
Facilities;
(f) (i) a signature and
incumbency certificates as to the
members of the Municipality's governing
body who will execute the Loan doc-
uments on behalf of the Municipality;
(ii) a certified copy of resolutions
of the Municipality adopted in accordance
with the provisions of the Act, authorizing
the acceptance hereof, the issuance
and sale of the Note, the transactions
contemplated hereby to which the
Municipality is a party and the execution
and delivery of all instruments and
documents called for herein on the part
of the Municipality or necessary or
appropriate for the purposes hereof;
(iv) an opinion of Utah counsel,who shall
be satisfactory to Bank, directed to Bank,
Servisystems and the Industry, such
opinion to be satisfactory in form and
scope to Bank and to the effect that
[a] the Municipality is duly incorporated
and validly existing under the laws of
the State of Utah and has all requisite
power and authority to conduct its
affairs, to accept this commitment, to
issue and sell the Note and to carry out
the terms hereof and of the Note and
the transactions contemplated hereby;
[b] the Municipality has fully complied
with the provisions of the Act with
respect to the transactions con-
templated hereby to which
Mellon Bank N.A.
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the Municipality is a party; [c] the
Note and income therefrom are exempt
from all taxes imposed by the State of
Utah and any county, municipality or
other political subdivision of the
State of Utah and interest on the Note
is excludable for Federal income tax
purposes from the gross income of the
holder; [d] all instruments and documents
executed by the Municipality in connection
with the Loan have been duly executed and
are valid and binding upon the
Municipality in accordance with the
respective terms of each; [e] there is
no action, proceeding or investigation
pending or to the knowledge of such
counsel threatened (or any basis there-
for known to such counsel) which questions
the validity of the Note or the trans-
actions contemplated hereby to which
the Municipality is a party; [f]
the performance of and compliance with
the provisions hereof applicable to
the Municipality will not result in
or be in conflict with or constitute
a default under any instrument,
document, decree, order, statute, rule
or governmental regulation applicable
to the Municipality; and [g] no consent,
approval, order or authorization,
registration or filing with any govern-
mental or public body or authority is
required in connection with the
acceptance hereof, the issuance of the
Note and the matters contemplated here-
by which relate to the Municipality;
(g) (i) a certificate issued by the
Secretary of State of Delaware as to
Servisystems' due incorporation and
good standing under the laws of the State
of Delaware; and (ii) an opinion of
counsel for Servisystems addressed to
Bank and the Municipality satisfactory
in form and scope to Bank to the effect
that [a] Servisystems is a corporation
duly organized, validly existing and
in good standing under the laws of the
Mellon Bank N.A.
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State of Delaware and has all requisite
power and authority to own and operate
its properties, to carry on its business
as now conducted and to carry out the
terms and conditions hereof applicable
to Servisystems; [b] all instruments
and documents executed by Servisystems
in connection with the Loan have been
duly executed and are valid and binding
upon Servisystems in accordance with
the respective terms of each; [c] the
performance of and compliance with
the provisions hereof applicable to
Servisystems will not result in or be
in conflict with or constitute a default
under any instrument, document, decree,
order, statute, rule or governmental
regulation applicable to Servisystems
of which such counsel have knowledge;
and [d] no consent, approval, order,
authorization, registration, or filing
with any governmental or public body
or authority is required on the part
of Servisystems in connection with the
approval hereof and the matters re-
lating to Servisystems contemplated
hereby;
(h) (i) a certificate issued by
the Secretary of State of Utah as to
the due incorporation and good standing
of the Industry under the laws of the
State of Utah; (ii) a certified copy
of resolutions of the Industry's Board
of Directors authorizing the approval
hereof, the transactions contemplated
hereby and the execution and delivery
of all instruments and documents called
for on the part of the Industry herein
or necessary or appropriate for the
purposes hereof; and (iii) an opinion
of counsel for the Industry directed to
Bank, the Municipality and Servisystems
satisfactory in form and scope to Bank
to the effect that [a] the Industry is
a corporation duly organized, validly
existing and in good standing under the
laws of the State of Utah, and has all
Mellon Bank KA.
-9-
requisite power and authority to own
and operate its properties, to carry
on its business as now conducted and
to carry out the terms and conditions
hereof applicable to the Industry;
fb] all instruments and documents
executed by the Industry in connection
with the Loan have been duly executed
and are valid and binding upon the
Industry in accordance with the respec-
tive terms of each; [c] there is no
action, proceeding or investigation
pending or to the knowledge of such
counsel threatened (or any basis therefor
known to such counsel) which questions
the validity of the instruments and
documents executed by the Industry in
connection with the Loan or the trans-
actions contemplated thereby; [d] the
performance of and compliance with the
provisions hereof applicable to the
Industry will not result in or be in
conflict with or constitute a default
under any instrument, document, decree,
order, statute, rule or governmental
regulation applicable to the Industry;
and [e] no consent, approval, order,
authorization, registration or filing
with any governmental or public body
or authority is required on the part
of the Industry in connection with the
approval hereof and the matters con-
templated hereby;
(i) a certificate signed by a
principal financial officer of Servi-
systems setting forth in such detail
as Bank may reasonably require all costs
of acquisition, construction and install-
ation of the Equipment and such other
information with respect thereto as Bank
may reasonably require;
(j) evidence in form and content
satisfactory to Bank that the proceeds of
Note will not be used in a manner that
Mellon Bank N A.
-10-
will cause the Note to be an "arbitrage
bond" under Section 103(d) of the
Internal Revenue Code and the
regulations prescribed under that
Section; and
(k) such other instruments and
documents as Bank shall reasonable
require to evidence and secure the Loan
and to comply with the provisions hereof
and the requirements of regulatory
authorities to which Bank is subject, all
of which shall be satisfactory in form,
content and substance to counsel for
Bank.
(10) Note Proceeds: The proceeds of the Note will be
advanced by Bank pursuant to the
aforesaid Note Purchase Agreement.
(11) Municipality's Notwithstanding the foregoing, this
Liability: commitment and the Note and the other
instruments and documents to be
delivered by the Municipality pursuant
hereto shall not constitute nor give
rise to a general obligation or
liability of the Municipality or a
charge against its general credit or
taxing powers, and recourse on the
Note and on the instruments and
documents executed and delivered by
the Municipality pursuant hereto may
be had only against the aforesaid
security.
(12) Fees and All instruments, documents and other
Expenses: items required to be furnished to Bank
hereunder shall be furnished without
cost to either Bank or the Municipality.
Servisystems will pay or will cause to
be paid all out-of-pocket expenses
incurred by Bank in connection with the
enforcement and collection of the Loan,
including without limitation counsel
fees incurred in connection with the
enforcement and collection of the Loan.
Mellon Bank N.A.
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(13) Acceptance of This commitment may be accepted on
Commitment: or before September 14, 1973 by
signing the enclosed duplicate copy
in the manner indicated below,
obtaining the acceptance of Servisystems
and the Industry as indicated below,
and by returning such duplicate copy
to Bank.
(14) Termination: If the Note is not issued and
purchased by Bank and all other matters
contemplated hereby are not concluded
prior to October 19, 1973, because
of delays beyond the control of Bank,
this commitment shall terminate forth-
with at the close of business on
October 19, 1973 without liability
upon Bank.
(15) Survival of The terms and conditions herein set
Provisions: forth shall survive the delivery of
the Note.
Very truly yours,
MELLON BANK, N.A.
/1
By ,;47, j
// %
ACCEPTANCE
Intending to be legally bound, each of the undersigned
hereby accepts the foregoing commitment and agrees to the terms
and conditions thereof insofar as such terms and conditions are
applicable to it.
THE CITY OF SALT "AKE CI
Date: August 7, 1973 By
Mayor
PORTLAND CEMENT COMPANY OF UTAH
Date: ' r !/'.r
WHEE BRATOR SERVI TEM/S///C/�ORPORATION
Date: 7/ //J By v"
ROLL CALL
VOTING Aye 1Nay
Mr.Chairman �/�
Barker Salt Lake City, Utah
Harmsen , August 7 1973
Harrison )0/1,
Phillips
The Board. of Commissioners of Salt Lake City,
Result
Salt Lake County, Utah, mat in re ulcer public session
on the 7th day of __August 1973, at the hour of 10:00
o'clock A .M. at the regular meeting place of said Board in
th City&CountyBuilding, Salt Lake City, Utah. Said meeting
was called to order and on roll call the following members
were determined present:
E. J. Corn Mayor
James L. florkr,r, Jr.. Commissioner
Stoceien. L. riarmsen Commissioner
.)_nn i:us I hi7'Li: Coresiss:ioner
Also Present:
Herman j. Hognsen City Recorder
jack L. Crellin City Attorney
Absent:
Conrad B. Harrison Commissioner
Thereupon the :ollcwinq resolution was introduced
in written form by Commissioner Phillip was read in
full, and pursuant to motion made by Commissioner Barker
:was adopted by the following votes
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Aye:
E. J. Garn. Mayor
Tames L. Barker, Jr.. Commissioner
Stephen NI. Harmsenmm=ssioner
Jennings Phillips, Tr., Commissioner
Nay:
NONE
The resolution was thereupon signed by the Mayor
and attested by the City Recorder and is as follows:
A RESOLUTION OF INTENTION TO
ISSUE, INDUq T'RIPI, DEVR.�i.CPMFNT
REVENUE beau, AND _iUI)KI,ilNG
THE EXECUTION OF A COMMITTTMENT
AGREEMENT BY AND A.T O,1C_ r,PELLON
BANK, N.A., PORTLAND CEMENT
COMPANY OF UTAH; A UTAH CORPOR-
ATION, WHEELANRATOR SERVISYSTEMS
CORPORATION, A DELAWARE CORPORA-
TION, AND SALT LAKE CITY, SALT
LAKE COUNTY, UTAH
WHEREAS, Salt Lake City, Salt Lake County, Utah
(the "City") is authorized and empowered by the provisions of
Chaper 17, Title 11, Utah Ccde Annotated, 1953, as amended,
known as the "Utah Industrial Facilities Act" (the "Act") , to
finance, acquire, own, lease or sell certain projects, includ-
ing projects for the purpose of reducing, abating or preventing
pollution and to protect and promote the health, welfare and
safety of the citizens of Utah and for such purpose to issue
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industrial development revenue bonds for the purpose of defray-
ing the cost of financing or acquiring, constructing, recon-
structing, improving, maintaining and equipping such facilities
and to finance the same for, or lease or sell the same to,
others upon such terms and conditions as the City may deem
advisable; and
WHEREAS, in order to reduce, abate and prevent
pollution and to promote the health, welfare and safety of
the citizens of Utah the City proposes to acquire certain
interests in land situate in the City (the "Industrial Site") ,
and proposes to finance, acquire, construct, improve and
equip certain industrial pollution control facilities (the
"Facilities") to be located en the Industrial. Site (the
Industrial Site and the Facilities hereinafter referred to
as the "Project") and to sell. the Project to Wheelabrator
Servisystems Corporation, a Delaware corporation ("Servisystems")
to be leased by Servisystems to the Portland Cement Company
of Utah ("Portland") to be used by it in connection with its
manufacturing operations in the City; and
WHEREAS, the City has received from Mellon Bank,
N.A., Pittsburg, Pennsylvania (the "Bank") , an offer of
committment to purchase from the City its industrial develop-
ment revenue bonds in an amount not to exceed $600,000, to •
finance the acquisition and construction of the Project upon
certain terms and conditions; and
WHEREAS, it is deemed necessary and advisable that
_ 4.
the Project be undertaken at the earliest practicable date,
but the Bank, Servisystems and Portland require satisfactory
assurances from the City that it will undertake to acquire and
construct the Project and to issue its industrial development
revenue bonds in an amount not to exceed $600,000 to finance
the Project; and
WHEREAS, the City deems it necessary and advisable
that it take such action as may be required under applicable
statutory provisions to undertake such acquisition and con-
struction and to authorize and issue said bonds to finance the
cost of the Project to an amount not to exceed $600,000; and
WHEREAS, the Bank, Servisystems and Portland have
executed a form of agreement dated July 26, 1973, under which
the Bank has agreed. to purchase the said bonds, Servisystems
has agreed to purchase the Project from the City and Portland
has agreed to lease the Project from Servisystems, all upon
certain terms and conditions, and have requested the City to
execute said agreement; and
WHEREAS, the Act and the said agreement provide,
inter alia, that the said issue of bonds shall not constitute
nor give rise to a general obligation or liability of the City
or be a charge against its general credit or taxing powers and
the agreement further provides that the said bonds will be
secured only by perfected liens on the Project, the assignment
to the Bank of the proceeds of the sale by the City of the
Project to Servisystems (the purchase price to be represented
•
5.
by a promissory note made by Servisystems payable to the City,
the amount of which must equal the amounts of principal of and
interest on the said bonds) , the assignment to the Bank of all
sums due to the City under an assignment from Servisystems of
the basic rentals payable by Portland for the lease of the
Project (which assigned basic rentals must equal the amounts
Servisystems will be obligated to pay to the City under the
aforesaid promissory note for the purchase of the Project) , a
guaranty by Portland of the City's undertakings to acquire,
construct and equip the Project and of the prompt and punctual
performance by Servisystems of its obligations under the agree-
ment and promissory note pursuant to which it will purchase
the Project from the City and a Note Purchase Agreement between
the Bank and the City governing the manner in which the bond
proceeds will be disbursed; and
WHEREAS, it is considered necessary and desirable
for the best interest of said City that it enter into the said
Agreement with the Bank, Servisystems and Portland; and
WHEREAS, the industrial development revenue bonds
will not be sold to or held by Servisystems or Portland or any
person related to them as described in Section 103(c) (7) of
the Internal Revenue Code of 1954 and Section 1.103-11 of the
Internal Revenue Regulations.
NOW, THEREFORE, Be It Resolved by the Board of
Commissioners of Salt Lake City, Salt Lake County, Utah, as
follows:
Section 1. That in order to insure the financing,
acquisition, construction, improvement and equipping of the
Project within the City, with the resulting public benefits
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which will flow therefrom, it is deemed necessary and advisable
that the Agreement hereinafter referred to be approved and
executed for and on behalf of said City.
Section 2. That the Agreement by and among the
Bank, Servisystems, Portland and the City, in the form and with
the contents set forth in Exhibit "A" attached hereto, be and
the same is hereby approved and authorized.
Section 3. That the Mayor is hereby authorized
and directed to execute, and the City Recorder is hereby
authorized to attest and to affix the seal of the City to,
the said Agreement in the form and with the contents set forth
in Exhibit "A" attached hereto.
Section 4. That the peoper officers of the City
and their designates are hereby authorized and directed to take
all necessary steps to carry out the City's obligations and
undertakings under the said Agreement and to complete the acqui-
sition, construction and equipping of the Project at the earliest
possible date.
Section 5. That immediately after its adoption
this resolution shall be signed by the Mayor and City Recorder,
shall be recorded in a book kept for that purpose and shall
take effect immediately.
PASSED AND APPROVED this 7th day of August
1973.
CITY OF SALT LAKE ITY, UTAH
Mayor
ATTEST:
•
City Reco er'
•
7.
(Here follows other business not pertinent to
the above.)
Pursuant to motion duly made and seconded, the
Board of Commissioners adjourned.
Mayor
ATTEST:
City .cord
STATE OF UTAH
Ss.
COUNTY OF SALT LAKE
I, HERMAN J . HOGENSEN, the duly qualified and
acting City Recorder of Salt Lake City, Utah, do hereby certify,
according to the records of said City in my official possession,
that the above and foregoing is a true and correct copy of the
minutes of a meeting of the Board of Commissioners of said
City, including a resolution adopted at said meeting, insofar
as said minutes pertain to be matters therein set out.
IN WITNESS WHEREOF, I have hereunto subscribed my
official signature and impressed hereon the seal of Salt Lake
City, Utah, this 7th_ day of August , 1973.
Reco
(S E A L)
EXHIBIT "A"
•
Y E sraE ill
Mallon Square
Pittsburgh,POnnsylv,nie 152?0
July 26, 1973
The City of Salt Lake City
City and County Building
Salt Lake City, Utah 84111
Attention: Commissioner Jennings Phillips
Gentlemen:
We are pleased to advise you that, subject to the
terms and conditions herein set forth, we hereby approve your
request that we purchase your bond (the "Note") in an amount
not to exceed the aggregate principal sum of $600,000 to be
issued by you under the provisions of the Utah Industrial
Facilities Development Act (the "Act"). The proceeds of the
Note ("Note Proceeds") will be applied in the manner hereinafter
provided and the Note will be secured by (i) a first and
paramount, perfected security interest (the "Security Interest")
covering certain industrial pollution control facilities and
related improvements (which, together with all additions thereto,
substitutions therefor and replacements thereof, are hereinafter
called the "Facilities") to be installed and used by Portland
Cement Company of Utah (the "Industry") on behalf and as lessee
of Wheelabrator Servisystems Corporation ("Servisystems") on
real property situate in Salt Lake City, Utah (the "Industrial
Site") . '(ii) assignments
to
of (l) all sums due to ynn nndpr
an agreement of sale (the "Agreement of Sale") to he entered
into between you and Servisystems, pursuant to which you will
sell the Facilities to Servisystems in exchange for a non-
recourse promissory note of Servisystems (the "Servisystems
Note") in the amount of the Note providing for payments to you
of amounts sufficient to pay interest on and the principal sum
of the Note as and when the payment thereof becomes due and
(2) all sums due to you pursuant to an assignment (the "Assign-
ment") by Servisystems to you of basic rentals payable under
a lease (the "Industry Lease") of the Facilities from
Servisystems to the Industry, which assigned basic rentals
shall be in amounts equal to Servisystems' obligations under
the Servisystems Note,and-of the Industry Lease; (iii) a guaranty
(the "Guaranty") by the Industry of (1) your undertakings to acquire
construct and- install the Equipment -on the Industrial Site and (2) the
prompt and punctual performance by Servisystems of its
obligations under the Agreement of Sale and the Servisystems Note;
EF-'?a 7
e
• -2-
and (iv) a Note Purchase Agreement (the "Note Purchase Agreement") ,
hereinafter mentione-'.d.
This commitment is issued by us subject to (i) your
acceptance hereof in the manner hereinafter provided; (ii) issuance
of the Note in compliance with the Act and execution and delivery
of all loan documents in the City of Pittsburgh, Pennsylvania;
(iii) your compliance with all provisions hereof; and (iv) the
following terms and conditions wherein you are referred to as
the "Municipality", we are referred to as the "Bank", and the
Note, the indebtedness evidenced thereby and all instruments and
documents to be given to secure and support the same are herein
sometimes collectively referred to as the "Loan";
(1) Amount of Loan: Not to exceed the lesser of (a)
$600,000 or (b) the "Actual Cost"
of the acquisition and installation
of the Facilities. For purposes of
this commitment, the term "Actual
Cost" shall include all expenditures
properly chargeable to capital account
in connection with the acquisition and
installation of the Facilities including,
without limitation, engineering, equip-
ment, foundation and installation costs,
interest incurred during the construc-
tion of the Facilities and expenses in-
curred in securing and closing the Loan;
providing, however, that soy such
exoer,di cures not included in the
provision of the Act entitled "Items
included in cost of project" shall not
be included in the Actual Cost.
(2) Tax-Free Status: This commitment is issued in reliance
upon the Loan qualifying as a fully tax-
free obligation under the provisions of
the Act so that interest on the Note will
at all times be excludable for Federal
income tax purposes from the gross
income of the holder of the Note during
the entire term of the Loan and any
extensions or renewals thereof. If
it is determined, on or before the
date of issuance of the Note, that
the Loan does not so qualify, this
commitment shall be void, and if during
the term of the Loan interest on the
Note shall be determined not to be, or
[t ca2 rktak,N.A.
-3-
shall cease to be, tax-free, the rate
of interest on the Loan, effective as of
the date of such determination or
cessation, shall increase from the rate
set forth in (3)(a) below to the rate
set forth in (3)(b) below.
(3) Rate of Interest: (a) For so long as interest on the
Note is tax-free, the Note shall,
at the election of the Municipality
made by written notice to Bank at
least 15 days prior to the date of the
purchase of the Note by the Bank (the
"Purchase Date"), bear interest on out-
standing balances of principal at the
rate of either (i) 6% per annum, or (1i)
5 1/2% per annum, plus or minus one-half
of the amount of any increase or decrease
after June 14, 1973, (on which date
the prime rate was 7 1/2%) in the prime
rate of interest on new 90-day loans to
couuuerci_al borrowers of substantial size
and highest credit rating in effect at
Bank from time to time, (the "Prime Rate ')t
in which latter case the rate of interrcc
in the Note shall change automatically
from time to time effective as of the
first day of the first month following
the month in which the change in the
Prime Rate occurred.
(b) If during the term of the Loan
interest on the Note shall he determined
not to be, or shall cease to be, tax-
free, the Note shall , effective as of the
date of such determination or cessation,
bear interest on outstanding balances
of principal at a rate per annum which
shall be 2% above the Prime Rate, such
rate to change automatically from
time to time effective as of the first
day of the first month following
the month in which the change in the
Prime Rate occurred.
(4) Terms of Payment: Interest only on outstanding balances
of the principal indebtedness at the
meal r),71151
•
-4-
applicable rate set forth above, pay-
able on the first day of the third
month following the Purchase Date and
on the first day of each third
month thereafter until the first day
of the twenty fourth month following
the Purchase Date on which day
and on the first day of each
third month thereafter the Municipality
shall pay or cause to he paid to
Bank a sum to be applied first to
interest on outstanding balances
of the principal amount of the Note
at the applicable rate set forth
above and the remainder to the
reduction of principal, which install-
ment payments shall be sufficient
to fully amortize the Note upon
maturity.
(5) Maturity: The Loan shall mature on the first day
of the first month following the 12th
anniversary of the date of the Note.
(6) Prepayment The Municipality shall have the privi-
Privilege: lege of prepaying the Loan in whole or
in part at any time without payment
of premium or penalty, but no partial
prepayment shall alter the amount of
the payments specified above
(7) Commitment Fee: The sum of $6,000.00 shall be paid
to Bank as a commitment fee. Said fee
shall he paid concurrently with the
delivery of the Note and shall not be
subject to reduction or be refundable.
(8) Security: (a) The Security Interest;
(b) A Note Purchase Agreement
pursuant to which the Bank will, at the
Municipality's option, (i) advance the
entire Note Proceeds to the Municipality,
on the date of issuance of the Note,
such Note Proceeds to be held for appli-
cation to defray the cost of the
-5-
Facilities (and, pending such appli-
Cation, to be invested in obligations
of, or guaranteed by, the United States or
an agency thereof, but in no event to
be invested in any manner which would
cause the Note to be an "arbitrage
bond" under Section 103 (d) of the
Internal Revenue Code and the regu-
lations prescribed under that Section),
or (ii), upon requisitions of the
Municipality approved by Servisystems
and the Industry, advance Note Proceeds
to Servisystems as required to defray
the cost, as incurred, of acquiring
and causing the Facilities to be
installed on behalf of Servisystems and
expenses incidental thereto. In
either event, the Note Proceeds shall not
exceed in the aggregate, the amount of
the Loan as set forth at (1) above and
Servisystems will agree to amply the
Note Proceeds solely and exclusively
for the above-mentioned purposes;
(c) The assignment to the Bonk of
all sums due and to become due to the
Municipality under the Agreement of Sale
and under the Assignment, which assign-
ment shall he accompanied by the Industry's
writteh and unconditional guarantee of
Servisystems' obligations under the
Agreement of Sale and the Servisystems Note:
(d) The absolute and unconditional
guarantee by the Industry of completion
of installation and construction of the
Facilities.
(9) Items to be The Municipality- shall furnish
Furnished: or cause to be furnished to Bank on
or prior to the Purchase Date the
following:
(a) The instruments and documents
mentioned or referred to above;
• -6- •
(b) Evidence acceptable to Bank that
the Security Interest is fully perfected
and is prior to all other interests in
the Facilities;
(c) A plot plan or survey of the
Industrial Site showing the location of
the Facilities;
(d) A legal description of the
Industrial Site sufficient for the
purpose of creating the Security
Interest and describing the Facilities;
(e) Evidence of (i) satisfactory
zoning; and (ii) the availability of all
necessary permits and licenses, etc.
to construct, install and operate the
Facilities;
(f) (i) a signature and
incumbency certificates as to the
members of the Municipality's governing
body who will execute the Loan doc-
uments on behalf of the Municipality;
(ii) a certified copy of resolutions
of the Municipality adopted in accordance
with the provisions of the Act, authorizing
the acceptance hereof, the issuance
and sale of the Note, the transacrinea
cc- LemplaLed hereby Lc which Lie
Municipality is a party and the execution
and delivery of all instruments and
documents called for herein on the part
of the Municipality or necessary or
appropriate for the purposes hereof;
(iv) an opinion of Utah counsel,who shall
be satisfactory to Bank, directed to Bank,
Servisystems and the Industry, such
opinion to be satisfactory in form and
scope to Bank and to the effect that
[a] the Municipality is duly incorporated
and validly existing under the laws of
the State of Utah and has all requisite
power and authority to conduct its
affairs, to accept this commitment, to
issue and sell the Note and to carry out
the terms hereof and of the Note and
the transactions contemplated hereby;
[b] the Municipality has fully complied
with the provisions of the Act with
respect to the transactions con-
templated hereby to which
-7-
the Municipality is a party; [c] the
Note and income therefrom are exempt
from all taxes imposed by the State of
Utah and any county, municipality or
other political subdivision of the
State of Utah and interest on the Note
is excludable for Federal income tax
purposes from the gross income of the
holder; [d] all. instruments and documents
executed by the Municipality in connection
with the Loan have been duly executed and
are valid and binding upon the
Municipality in accordance with the
respective terms of each; [e] there is
no action, proceeding or investigation
pending or to the knowledge of such
counsel threatened (or any basis there-
for known to such counsel) which questions
the validity of the Note or the trans-
actions contemplated hereby to which
the Municipality is a party; [f]
the performance of and compliance with
the provisions hereof applicable to
the Municipality will not result in
or be in conflict with or constitute
a default under any instrument,
document, decree, order, statute, rule
or governmental regulation applicable
to the Municipality; and [g] no consent,
approval, order or authorization.,
registration or tiling with any govern-
mental or public body or authority is
required in connection with the
acceptance hereof, the issuance of the
Note and the matters contemplated here-
by which relate to the Municipality;
(g) (i) a certificate issued by the
Secretary of State of Delaware as to
Servisystems' due incorporation and
good standing under the laws of the State
of Delaware; and (ii) an opinion of
counsel for Servisystems addressed to
Bank and the Municipality satisfactory
in form and scope to Bank to the effect
that [a] Servisystems is a corporation
duly organized, validly existing and
in good standing under the laws of the
•
-8-
State of Delaware and has all requisite
power and authority to own and operate
its properties, to carry on its business
as now conducted and to carry out the
terms and conditions hereof applicable
to Servisystems ; [b] all instruments
and documents executed by Servisystems
in connection with the Loan have been
duly executed and are valid and binding
upon Servisystems in accordance with
the respective terms of each; [c] the
performance of and compliance with
the provisions hereof applicable to
Servisystems will not result in or be
in conflict with or constitute a default
under any instrument, document, decree.,
order, statute, rule or governmental
regulation applicable to Servisystems
of which such counsel have knowledge;
and [di no consent, approval, order,
authorization, registration, or filing
with any governmental or public body
or authority is required on the part
of Servisystems in connection with the
approval hereof and the matters re-
lating to Servisystems contemplated
hereby;
(h) (i) a certificate issued by
the Secretary of State of Utah as to
the due incorporation and good s+.and ing
of the Industry under the laws of Lila.:
State of Utah; (ii) a certified copy
of resolutions of the Industry's Board
of Directors authorizing the approval
hereof, the transactions contemplated
hereby and the execution and delivery
of all instruments and documents called
for on the part of the Industry herein
or necessary or appropriate for the
purposes hereof; and (iii) an opinion
of counsel for the Industry directed to
Bank, the Municipality and Servisystems
satisfactory in form and scope to Bank
to the effect that [a] the Industry is
a corporation duly organized, validly
existing and in good standing under the
laws of the State of Utah, and has all
-9-
requisite power and authority to own
• and operate its properties, to carry
on its business as now conducted and
to carry out the terms and conditions
hereof applicable to the Industry;
[b] all instruments and documents
executed by the Industry in connection
with the Loan have been duly executed
and are valid and binding upon the
Industry in accordance with the respec-
tive terms of each; [c] there is no
action, proceeding or investigation
pending or to the knowledge of such
counsel threatened (or any basis therefor
known to such counsel) which questions
the validity of the instruments and
documents executed by the Industry in
connection with the Loan or the trans-
actions contemplated thereby; [d] the
performance of and compliance with the
provisions hereof applicable to the
Industry will not result in or be in
conflict with or constitute a default
under any instrument, document, decree,
order, statute, rule or governmental
regulation applicable to the Industry;
and [e] no consent, approval, order,
authorization, registration or filing
with any governmental or public body
or authority is roquired on the part
of the Industry in connection wi_m the
approval hereof and the matters con-
templated hereby;
(i) a certificate signed by a
principal financial officer of Servi-
systems setting forth in such detail
as Bank may reasonably require all costs
of acquisition, construction and install-
ation of the Equipment and such other
information with respect thereto as Bank
may reasonably require;
(j) evidence in form and content
satisfactory to Bank that the proceeds of
Note will not be used in a manner that
-10-
will cause the Note to be an "arbitrage
bend" under Section 103(d) of the
Internal Revenue Code and the
regulations prescribed under that
Section; and
(k) such other instruments and
documents as Bank shall reasonable
require to evidence and secure the Loan
and to comply with the provisions hereof
and the requirements of regulatory
authorities to which Bank is subject, all
of which shall be satisfactory in form,
content and substance to counsel for
Bank.
(10) Note Proceeds: The proceeds of the Note will he
advanced by Bank pursuant to the
aforesaid Note Purchase Agreement.
(11) Municipality's Notwithstanding the foregoing, this
Liability: commitment and the Note and the other
instruments and documents to be
delivered by the Municipality pursuant
hereto shall not constitute nor give
rise to a general obligation or
liability of the Municipality or a
charge against its general credit or
taxing powers, and recourse on the
Note and on the instruments and
documents executed and delivered by
the Municipality pursuant hereto may
be had only against the aforesaid
security.
(12) Fees and All instruments, documents and other
Expenses: items required to be furnished to Bank
hereunder shall be furnished without
cost to either Bank or the Municipality.
Servisystems will pay or will cause to
be paid all out-of-pocket expenses
incurred by Bank in connection with the
enforcement and collection of the Loan,
including without limitation counsel
fees incurred in connection with the
enforcement and collection of the Loan.
-11-
(1.3) Acceptance of This commitment may be accepted on
Commitment: or before September 1(A, 1973 by
signing ti-c enclosed duplicate copy
in the manner indicated below,
obtaining the acceptance of Servisystems
and the Industry as indicated below,
and by returning such duplicate copy
to Bank.
(14) Termination: If the Note is not issued and
purchased by Bank and all other matters
contemplated hereby are not concluded
prior to October 19, 1973, because
of delays beyond the control of Bank,
this commitment shall terminate forth-
with at the close of business on
October 19, 1973 without liability
upon Bank.
(1.5) Survival of The terns and conditions herein set
Provisions: forth shall survive the delivery of
the Note.
Very truly yours,
MELLON BANK, N.A.
By--
ACCEPTANCE
Intending to be legally bound, each of the undersigned
hereby accepts the foregoing commitment and agrees to the terms
and conditions thereof insofar as such terms and onditions are
applicable to it.
THE CITY OF SALT LA CITY
Date:_August 7, 1973 By_ -
Mayor
PORTLAND CEMENT COMPANY OF UTAH
j
Date: By / .
WHEELABRATOR SERyyYSTEMS CORPORATION
Date: 74/! 7-4 Byl'i (' . F%:sr � G