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Transmittal - 12/8/2022 DEPARTMENT of ECONOMIC DEVELOPMENT ERIN MENDENHALL MAYOR LORENA RIFFO JENSON DIRECTOR CITY COUNCIL TRANSMITTAL _______________________ Date Received: ___________ Lisa Shaffer, Chief Administrative Officer Date sent to Council: ___________ __________________________________________________________________ TO: Salt Lake City Council DATE: December 8, 2022 Dan Dugan, Chair FROM: Lorena Riffo-Jenson, Director, Department of Economic Development SUBJECT: Economic Development Revolving Loan Fund (EDLF) – Forty Three Bakery/Streusel LLC STAFF CONTACTS: Roberta Reichgelt, Business Development Director, Roberta.reichgelt@slcgov.com Peter Makowski, Project Manager, peter.makowski@slcgov.com DOCUMENT TYPE: Loan Approval RECOMMENDATION: The EDLF Loan Committee recommends approval of $100,000 loan to Forty Three Bakery/Streusel LLC. BUDGET IMPACT: $100,000 from the Economic Development Loan Fund BACKGROUND/DISCUSSION: On November 10, 2022, a loan request from Forty Three Bakery/Streusel LLC was presented to the EDLF Loan Committee for review and discussion. The Loan Committee voted to recommend the loan for City Council consideration. Forty Three Bakery is a retail and wholesale bakery and café. Basic Loan request Business Name: Forty Three Bakery/Streusel LLC Address: 713 Genesee Ave, Salt Lake City, Utah 84104 Loan Amount Requested: $100,000 Loan Term: 7 years Interest Rate: 8.75% Use of Funds: Construction Loan Type: Expansion Reasoning behind staff recommendation Lisa Shaffer (Dec 8, 2022 13:35 MST) 12/08/2022 12/08/2022 Applicants of The Economic Development Loan Fund (EDLF) go through a thorough application process consisting of a pre-screening, underwriting analysis and economic impact statement. The loan applicant goes through these processes, then the loan is reviewed by the Loan Committee members. Upon the thorough review of the Loan Committee members, the Loan Committee votes whether to make a recommendation to the City Council. If so, the loan is transmitted to the Council for final approval. Because the Loan Committee review process must adhere to the Utah Open and Public Meetings Act (OPMA), DED’s staff has worked closely with the City Attorney’s Office to ensure that applicants’ information is protected and at the same time the public process is followed. In addition, the EDLF loans must meet the goals of the Economic Development Loan Fund as stated in the EDLF program guidelines. This loan meets the EDLF program guidelines in the following areas. 1. Increasing employment opportunities 2. Stimulating business development 3. Encouraging private investment 4. Enhancing neighborhood vitality and 5. Boosting commercial enterprise This loan will assist in the creation of 20 new jobs in the next year and retention of 7 current jobs. This loan was recommended by the EDLF Committee to the City Council for approval. EDLF Loan Balances 1. As reported from The Finance Department on November 17, 2022, the EDLF available fund balance: $7,342,260.20 2. The amount of outstanding loans total is: $3,684,186.81 EDLF Loan Committee There are a total of nine (9) EDLF Committee members. City Employees: 1. Community and Neighborhoods Finance 2. Mayor’s Office 3. Employee at large 4. Housing Stability 5. Economic Development Community Volunteers: 6. Business Advisory Board (BAB) member 7. Banker 8. Community lender 9. Business mentor Attachments: Ordinance and Terms Sheet SALT LAKE CITY ORDINANCE No. _____ of 2022 (Ordinance approving a $100,000 loan for Forty Three Bakery/Streusel LLC., at 713 Genesee Avenue 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”) and 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 $100,000 loan to Forty Three Bakery/Streusel LLC a local business located at 713 Genesee Avenue. 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. 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 December 6, 2022 LOAN TERM SHEET Applicant: Forty Three Bakery/Streusel LLC Address: 713 Genesee Avenue, Salt Lake City, Utah 84104 Proposed Loan Terms Loan Amount: $100,000 Loan Term: 7 Years Interest Rate Calculation Prime Interest Rate: 4.75% (at the time of application on 7/20/2022) EDLF Charge: 8% Less Discount: 4% • Priority Area – 9th South from East Side to West Side Final Interest Rate: 8.75% Use of Funds : Construction Business Type: Food and Beverage Collateral and Guarantees: Equipment, Inventory, Personal Property, Vehicle Personal Guarantees: Andrew Corrao - Owner 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