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055 of 2022 - Economic Development Revolving Loan Fund (EDLF) – Kalo Clinical ResearchSALT LAKE CITY ORDINANCE No. _____ of 2022 Ordinance approving a $262,963.61 loan for Kalo Clinical Research from the Economic Development Loan Fund) WHEREAS, Salt Lake City Corporation’s (“City”) Economic Development Loan Fund EDLF) is a program to stimulate local business development, encourage private investment, enhance neighborhood vitality, and boost commercial enterprise in Salt Lake City. WHEREAS, the EDLF is administered by the Department of Economic Development DED”); loan applications are first prescreened by DED staff, and then reviewed by the EDLF Loan Committee. WHEREAS, the EDLF Loan Committee and DED staff recommend the approval of the attached loan term sheet for a $262,963.61 loan to Kalo Clinical Research, a limited liability company and a local business located at 82 South 1100 East, Suite 402, Salt Lake City, Utah. NOW, THEREFORE, be it ordained by the City Council of Salt Lake City, Utah, that: SECTION 1. Loan Approval. The City Council approves the loan outlined in the Term Sheet attached hereto, subject to revisions that do not materially affect the rights and obligations of the City hereunder. The City Council authorizes the Mayor to negotiate and execute the loan agreement and any other relevant documents consistent with the Term Sheet, and incorporating such other terms and agreements as recommended by the City Attorney’s office. SECTION 2. Effective Date. This ordinance shall become effective on the date of its first publication. Passed by the City Council of Salt Lake City, Utah, this ______ day of 2022. 55 6th September Dan Dugan, Council Chair ATTEST AND COUNTERSIGN: CITY RECORDER Transmitted to Mayor on _______________________. Mayor's Action: _______Approved. _______Vetoed. MAYOR CITY RECORDER SEAL) Bill No. ________ of 2022. Published: ______________. APPROVED AS TO FORM Salt Lake City Attorney’s Office Date: Sara Montoya, City Attorney 55 Sep 8, 2022 Dan Dugan (Sep 9, 2022 14:20 MDT) Dan Dugan Sep 9, 2022 rachel otto (Sep 9, 2022 14:37 MDT) 4 4 September 14, 2022 LOAN TERM SHEET Applicant : Kalo Clinical Research Address : 82 S 1100 E Suite 402 Proposed Loan Terms Loan Amount: $262,963.61 Loan Terms: 7 Years Interest Rate Calculation Prime Interest Rate at time of application 1/11/22: 3.25% EDLF Charge: 8% Less Discount: 4% • Priority Area • Woman Owned, • Ethnic Minority Final Interest Rate: 7.25% Use of Funds : Working Capital, Capacity for growth/expansion Business Type : Established Business Collateral and Guarantees: Commercial Real Estate, Vehicles Personal Guarantees: Isabella Johnson, Floyd Johnson Conditions for Closing : Obtain all City approvals, execute all loan documents as deemed necessary by City legal counsel and DED staff, such other terms as recommended by City legal counsel and DED staff Ordinance 55 of 2022 - EDLF Loan for Kalo Clinic (Adopted 9/6/22) Final Audit Report 2022-09-13 Created:2022-09-07 By:DeeDee Robinson (deedee.robinson@slcgov.com) Status:Signed Transaction ID:CBJCHBCAABAAg8WWZNDmSVhGizVcX942xMjo71fCHMhM "Ordinance 55 of 2022 - EDLF Loan for Kalo Clinic (Adopted 9/6/ 22)" History Document created by DeeDee Robinson (deedee.robinson@slcgov.com) 2022-09-07 - 6:44:18 PM GMT Document emailed to Sara Montoya (sara.montoya@slcgov.com) for signature 2022-09-07 - 6:47:13 PM GMT Email viewed by Sara Montoya (sara.montoya@slcgov.com) 2022-09-08 - 6:18:22 PM GMT Document e-signed by Sara Montoya (sara.montoya@slcgov.com) Signature Date: 2022-09-08 - 6:18:35 PM GMT - Time Source: server Document emailed to daniel.dugan@slcgov.com for signature 2022-09-08 - 6:18:37 PM GMT Email viewed by daniel.dugan@slcgov.com 2022-09-08 - 6:19:28 PM GMT Signer daniel.dugan@slcgov.com entered name at signing as Dan Dugan 2022-09-09 - 8:20:56 PM GMT Document e-signed by Dan Dugan (daniel.dugan@slcgov.com) Signature Date: 2022-09-09 - 8:20:57 PM GMT - Time Source: server Document emailed to Erin Mendenhall (erin.mendenhall@slcgov.com) for signature 2022-09-09 - 8:20:59 PM GMT Email viewed by Erin Mendenhall (erin.mendenhall@slcgov.com) 2022-09-09 - 8:24:57 PM GMT Document signing delegated to rachel otto (rachel.otto@slcgov.com) by Erin Mendenhall (erin.mendenhall@slcgov.com) 2022-09-09 - 8:25:16 PM GMT Document emailed to rachel otto (rachel.otto@slcgov.com) for signature 2022-09-09 - 8:25:17 PM GMT Email viewed by rachel otto (rachel.otto@slcgov.com) 2022-09-09 - 8:37:30 PM GMT Document e-signed by rachel otto (rachel.otto@slcgov.com) Signature Date: 2022-09-09 - 8:37:45 PM GMT - Time Source: server Document emailed to Cindy Trishman (cindy.trishman@slcgov.com) for signature 2022-09-09 - 8:37:46 PM GMT Document e-signed by Cindy Trishman (cindy.trishman@slcgov.com) Signature Date: 2022-09-13 - 4:04:40 PM GMT - Time Source: server Agreement completed. 2022-09-13 - 4:04:40 PM GMT From:Otto, Rachel To:Robinson, DeeDee Subject:Re: (EXTERNAL) Ordinance 55 of 2022 - EDLF Loan for Kalo Clinic (Adopted 9/6/22) between CITY OF SALT LAKE CITY, Sara Montoya, Dan Dugan, and 2 more is Signed and Filed! Date:Thursday, September 15, 2022 1:59:56 PM This should be marked Approved. I apologize for the error. RACHEL OTTO Chief of Staff O: 801-535-7732 C: 801.835.8763 OFFICE of the MAYOR SALT LAKE CITY CORPORATION WWW.SLCMAYOR.COM WWW.SLC.GOV From: Robinson, DeeDee <Deedee.Robinson@slcgov.com> Date: Thursday, September 15, 2022 at 12:35 PM To: Otto, Rachel <Rachel.Otto@slcgov.com> Subject: FW: (EXTERNAL) Ordinance 55 of 2022 - EDLF Loan for Kalo Clinic (Adopted 9/6/22) between CITY OF SALT LAKE CITY, Sara Montoya, Dan Dugan, and 2 more is Signed and Filed! Hello Rachel, Just bumping this up for attention. (See email below). Thanks! DeeDee From: Robinson, DeeDee Sent: Tuesday, September 13, 2022 4:01 PM To: Otto, Rachel <Rachel.Otto@slcgov.com> Cc: Trishman, Cindy Lou <Cindy.Trishman@slcgov.com> Subject: FW: (EXTERNAL) Ordinance 55 of 2022 - EDLF Loan for Kalo Clinic (Adopted 9/6/22) between CITY OF SALT LAKE CITY, Sara Montoya, Dan Dugan, and 2 more is Signed and Filed! Rachel, Thank you for completing the signature process for Ordinance 55 of 2022 on behalf of the Mayor – for the Council adoption/approval of the EDLF Loan for the Kalo Clinic. (See attached ordinance.) Unfortunately, both checkboxes were marked (approved and vetoed). Could you please confirm from the options below your intended decision? Mayors Action: -Approved -Vetoed This email will be included in the complete record, and we will adjust the checkbox aligned with your intent on the signed ordinance. Thank you, DeeDee Robinson SLC RECORDER’S OFFICE 801 535-6228 From: Adobe Sign <adobesign@adobesign.com> Sent: Tuesday, September 13, 2022 10:05 AM To: Otto, Rachel <Rachel.Otto@slcgov.com>; Robinson, DeeDee <Deedee.Robinson@slcgov.com>; Mendenhall, Erin <Erin.Mendenhall@slcgov.com>; Montoya, Sara <Sara.Montoya@slcgov.com>; Dugan, Dan <Daniel.Dugan@slcgov.com>; Trishman, Cindy Lou <Cindy.Trishman@slcgov.com> Cc: Recorder Routing <RecorderRouting@slcgov.com> Subject: (EXTERNAL) Ordinance 55 of 2022 - EDLF Loan for Kalo Clinic (Adopted 9/6/22) between CITY OF SALT LAKE CITY, Sara Montoya, Dan Dugan, and 2 more is Signed and Filed! Ordinance 55 of 2022 - EDLF Loan for Kalo Clinic (Adopted 9/6/22) between CITY OF SALT LAKE CITY, Sara Montoya, Dan Dugan, and 2 more is Signed and Filed! To: rachel otto, DeeDee Robinson, Erin Mendenhall, Sara Montoya, and 2 more Cc: slcrecorder@slcgov.com Attached is a final copy of Ordinance 55 of 2022 - EDLF Loan for Kalo Clinic (Adopted 9/6/22).