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Transmittal - 7/18/2023DEPARTMENT of ECONOMIC DEVELOPMENT ERIN MENDENHALL MAYOR LORENA RIFFO JENSON DIRECTOR CITY COUNCIL TRANSMITTAL _______________________ Date Received: 7/18/2023 Lisa Shaffer, Chief Administrative Officer Date sent to Council: 7/18/2023 __________________________________________________________________ TO:Salt Lake City Council DATE: July 14, 2023 Darin Mano, Chair FROM:Jacob Maxwell, Deputy Director, Department of Economic Development SUBJECT:Economic Development Revolving Loan Fund (EDLF) Leavity 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 Leavity LLC. BUDGET IMPACT:$100,000 from the Economic Development Loan Fund BACKGROUND/DISCUSSION:On June 8, 2023, a loan request from Leavity LLC was presented to the EDLF Loan Committee for review and discussion. The Loan Committee voted to recommend the loan for City Council consideration. Leavity is a wholesale sourdough bread bakery. Basic Loan request Business Name: Leavity LLC Address: 47 S. Orange St, #B1, Salt Lake City, Utah 84116 Loan Amount Requested: $100,000 Loan Term: 7 years Interest Rate: 10.5% Use of Funds: Equipment Loan Type: Start up Reasoning behind staff recommendation 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 Lisa Shaffer (Jul 18, 2023 15:28 MDT) 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) 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 1 new job in the next year and retention of 1 current job. 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 June 30, 2023, the EDLF available fund balance: $8,691,138 2. The amount of outstanding loans total is: $2,256,763.51 EDLF Loan Committee There are a total of nine (9) EDLF Committee members. City Employees: 1. Community and Neighborhoods Finance 2. 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 July 13, 2023 LOAN TERM SHEET Applicant: Leavity LLC Address: 47 S Orange St., #B1, Salt Lake City, Utah 84116 Proposed Loan Terms Loan Amount: $100,000 Loan Term: 7 Years Interest Rate Calculation Prime Interest Rate: 7.50% (at the time of application on 1/6/2023) EDLF Charge: 4% Less Discount: 1% Priority Area - West of I-15 Final Interest Rate: 10.50% Use of Funds: Equipment, Working Capital Business Type: Food and Beverage Collateral and Guarantees: Equipment Personal Guarantees: Todd Bradley - 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