HomeMy WebLinkAboutRESOLUTIONS-2014-015-R-143/31 /2014
15-R-14
A RESOLUTION
Authorizing the City Manager to Execute a TIF Forgivable Loan
Agreement and Promissory Note with Autobarn Motors, Ltd.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE
CITY OF EVANSTON, COOK COUNTY, ILLINOIS, THAT:
SECTION 1: The City Manager is hereby authorized to execute the TIF
Forgivable Loan Agreement and Promissory Note ("TIF Agreement'), attached hereto as
Exhibit 1, the terms are incorporated herein by reference, with Autobarn Motors, Ltd., an
Illinois corporation.
SECTION 2: The City Manager is hereby authorized and directed to
negotiate any additional conditions of the TIF Agreement as he may determine to be in
the best interests of the City.
SECTION 3: That this Resolution 15-R-14 shall be in full force and effect
from and after the date of its passage and approval in the manner provided by law.
Eliz b th B. Tisdahl, Mayor
Att
Rodney e4ene, City Clerk
Adopted: �fA I 8 , 2014
15-R-14
EXHIBIT 1
TIF Forgivable Loan Agreement and Promissory Note
-2~
FORGIVABLE LOAN AGREEMENT AND PROMISORRY NOTE
This Forgivable Loan Agreement and Promissory Note (the "Agreement"), is
entered into by and between THE CITY OF EVANSTON, an Illinois municipal
corporation ("Lender") and AUTOBARN MOTORS, LTD. ("Borrower") and effective as
of the last date executed on the signature page:
RECITALS
WHEREAS, it has been determined by Lender that an economic development
and unique opportunity exists which warrants funding to Borrower from the
Howard/Hartrey Tax Increment Financing District ("Howard/Hartrey TIF"); and
WHEREAS, the Borrower requested funding to cover costs of rehabilitation efforts
to a recently acquired commercial property located at 222 Hartrey Avenue, Evanston,
Illinois 60202 ("Subject Property") in order to meet the Borrower's intended future use as
office space, interior and exterior storage of vehicles, and repair shop for vehicles (the
"Project"); and
WHEREAS, the Lender has authorized an expenditure of up to Two Million Five
Hundred Thousand and no/100 Dollars ($2,500,000.00) for a forgivable loan to the
Borrower to cover a portion of the expected project budget, under such terms and
conditions as may be prescribed by the Lender below, for purposes of project financial
assistance to cover some of the Project costs and provide a financial incentive to remain
an Evanston business; and
WHEREAS, the City Council has approved Borrower for participation in this
Agreement, subject to the terms and conditions of the TIF Guidelines and this
Agreement,
NOW, THEREFORE, in consideration of the foregoing recitals, which are
incorporated herein by this reference, and the mutual obligations of the parties as herein
expressed, the City and Borrower agree as follows:
AGREEMENT
A. DEFINITIONS
The following terms shall have the following meanings whenever used in this
Agreement, except where the context clearly indicates otherwise. Any ambiguity as to
the intended meaning or scope of the terms set forth below will be resolved solely by
the City through its designated representative.
1. "Baseline" means the incremental sales tax revenue collected by the City of
Evanston as reported in the 2013 Illinois Department of Revenue Remittance
Report.
City of Evanston — Forgivable Loan — Autobarn Motors Page 11
2. "Borrower" means the company, Autobarn Motors, Ltd., applying for funding for
renovations to the Subject Property and determined eligible participate in this
Agreement.
3. "Completion Date" means the date that the contractor has finished the Project
pursuant to the design and architectural plans approved by City Council, the City
Manager, or his designee, and to the satisfaction of Borrower, as evidenced by
final payment to the contractor from Borrower.
4. "Director" means the City's Assistant City Manager and Director of
Administrative Services, Martin Lyons, who is responsible for managing and
administering this Agreement on behalf of the City.
5. "Loan" means the total amount of the funds from the Howard/Hartrey TIF loaned
to Borrower for purposes of funding TIF Eligible Expenses for the Project, which
shall not exceed Two Million Five Hundred Thousand and no/100 Dollars
($2,500,000.00), the amount approved by Council by Resolution 15-R-14.
6. "Loan Term" means how long the Loan exists and expiration of the Parties
requirements under this Agreement, which is 15 years in this Agreement.
7. "Last Date of Reimbursement" means the date on which the Lender issues the
last reimbursement payment to Borrower. If the last reimbursement is made by
check, it will be the date shown on the check. If reimbursement is made by
electronic funds transfer, it will be the date the Loan funds electronically
transferred to the Borrower.
8. "Project" means the improvements to be completed on the Property as proposed
by Borrower.
9. "Subject Property" means the real property at 222 Hartrey Avenue, Evanston
Illinois, which is owned by the Borrower, currently improved with a commercial
building and the renovations described herein are to refurbish the existing
building for its automotive sales uses. The Property is located within the City of
Evanston and is legally described on Exhibit "A", which is attached hereto and
incorporated herein by reference.
10."TIF Guidelines" means the regulations found in the Illinois Tax Increment
Allocation Redevelopment Act, 65 ILCS 5/11-74.4 et seq. All terms not defined
herein shall have the meanings ascribed thereto in the TIF Guidelines.
11. "TIF Eligible Expenses" means Project expenses determined to be eligible for
reimbursement from TIF funds by the Illinois Tax Increment Allocation
Redevelopment Act, 65 ILCS 5/11-74.4 et seq.
City of Evanston — Forgivable Loan — Autobarn Motors Page 12
12. "Total Allowable Expenses" means the total actual costs incurred, and
documented by Borrower and subsequently approved by the Director or his
designee for the costs associated with the performance of the work required by
the plans and specifications and/or architectural/design renderings for the
Project. Such allowable expenses must be TIF eligible activities.
13. "Total Project Expenditure" means the total actual Project costs incurred by
and paid for by Borrower including the costs of construction, materials, and
supplies. The Total Project Expenditure includes both the Total Allowable
Expenses under TIF and other remaining costs which are not reimbursable under
this Agreement.
B. LOAN
1. Principal Amount: Subject to the term and conditions of the Agreement, the
Lender hereby agrees to provide Borrower the principal sum of up to Two Million
Five Hundred Thousand and no/100 Dollars ($2,500,000.00) (the "Loan"), to be
amortized and forgivable over a period of fifteen years (one hundred eighty (180)
months) calculated on 365 day calendar and commences on the Last Date of
Reimbursement (the "Loan Term").
2. Interest Rate: Interest will accrue from the Last Date of Reimbursement of the
Loan funds at the rate of LIBOR + 1 % per annum on the unpaid balance. If a
default occurs and not cured, repayment of principal and interest shall
commence immediately in accordance with the provisions set forth below. The
Loan is not transferable. The Loan (principal and interest) is forgiven annually
through incremental new sales tax generated above the 2013 calendar year
collection by the City in accordance with the terms of Sections C and D.
3. Amortization Schedule for the Loan: The outstanding principal balance of the
Loan is divided by the total number of years (15) in the Loan Term, and the
resulting figure will be the "installment". The first anniversary date of the Loan
shall be one year after the Last Date of Reimbursement and on said anniversary
date, and every year thereafter, the Loan will be forgiven in accordance with the
schedule to be attached as Exhibit B (the "Loan Forgiveness Schedule"). The
Baseline amount listed in Loan Forgiveness Schedule shall be the minimum
amount to be forgiven each year by the City. If the Borrower's incremental sales
tax revenue above the Baseline received by the City is less than the minimum
level listed in the Loan Forgiveness Schedule for that respective year, the
amount listed on the schedule will be forgiven. Moreover, the amount of
installment is the amount of taxes generated above the base year, which is
2013. For example, if the base tax for 2013 is $350,000 and the sales tax
revenue collected is $400,000, making the increment $50,000, we will forgive the
minimum amount listed in Exhibit B. If the Borrower's incremental sales tax
revenue above the Baseline received by the City is greater than the minimum
level in the Loan Forgiveness Schedule, the City will forgive a greater amount.
City of Evanston — Forgivable Loan — Autobarn Motors Page 13
Therefore, the Borrower may accelerate the payment schedule and no pre-
payment penalty will be assessed.
4. Collateral: To secure the Loan, the Borrower's President, Richard Fisher, will be
issuing a personal guaranty for the full Loan value for the first five years of the
Loan Term (the "Guaranty"), which is attached as Exhibit C and incorporated
herein as if fully restated and shall expire at the end of the five years ("Personal
Guaranty Expiration"). On or before the end of the 5th year of the Loan Term,
Borrower must substitute the Guaranty issued to the City under the Loan for
collateral in the form of equipment and fixtures, real estate, and/or personal
property, to be purchased in the future by Borrower for the Property. The
Collateral pledged shall be valued at the remaining Loan balance at the time of
substitution of the Guaranty. The Lender and Borrower will establish the value of
the collateral by review of paid invoices, transfer declarations, and appraisals to
compile a UCC Financing Statement with detailed descriptions for the statement
exhibit (product serial numbers, model numbers, dimensions and quantity).
Borrower will fully cooperate with the City to compile the UCC Financing
Statement to be recorded against the Property.
5. Reimbursement: The Borrower may be reimbursed with Loan funds for TIF
Eligible Expenses incurred prior to the Effective Date of this Agreement, if they
were made in connection with use of Loan funds for mobilization and material
costs in order to commence construction as soon as possible (front end loaders,
cranes, etc.). The terms of reimbursement are more fully described in Section D.
C. CONDITIONS OF FORGIVENESS
The Loan is conditioned on the completion and satisfaction of each part of this
Section C and confirmed by the Director and/or his designee. If Borrower fails to
perform any condition fully set forth herein, it shall be considered an Event of
Default, defined in Section N. The Conditions of Forgiveness are as follows:
Project Completion:
a. Borrower must renovate the Subject Property, including but not limited to
asbestos and other hazardous material abatement, installation of equipment
and fixtures for the intended use of the Subject Property for interior and
exterior vehicle storage, additional shop and repair space for detail/body
work, and space to maintain records ("Permitted Uses") in substantial
conformance with the Site Plan dated March 27, 2014.
b. Borrower shall install no less than twelve (12) new repair service bays for the
Subject Property.
c. Borrower shall provide documentation that bids for the Project were sought
from no less than three contractors, of which one must be an Evanston -based
contractor. If an Evanston based contractor is not available to seek bids
based on the scope and scale of the Project work, this requirement will be
City of Evanston — Forgivable Loan — Autobarn Motors Page 14
waived upon confirmation from City staff that bid solicitation to Evanston
based businesses was pursued by Borrower.
d. Borrower acknowledges and agrees that it cannot commence construction
work for the Project unless and until the City Council approves the Loan and
this Agreement is executed by both parties.
2. Job Creation:
a. The Borrower shall create and must maintain at least 30 new equivalent
positions ("Minimum Job Creation Threshold") as minimum employment
levels at the Subject Property. The Borrower represents that it shall create
the jobs in accordance with the following schedule:
Time Period for Compliance after the Minimum Number of Jobs Created
Effective Date of Agreement
18 months 10 jobs
30 months 10 jobs (20 total)
42 months 10 jobs (30 total)
The Borrower does not get credit to meet the Minimum Job Creation
Threshold by :reducing employment levels at the other Evanston facilities of
Borrower and shifting the employees to work at the Subject Property;
meaning the jobs transferred from the other Evanston Autobarn dealerships
do not count as new jobs. The breakdown of full-time jobs versus part-time
jobs is projected to 60% FTE jobs and 40% PTE jobs on average after the
Minimum Job Creation Threshold is reached after 42 month time period.
b. Borrower will coordinate with the City's Youth and Young Adult Program
Manager and other workforce development professionals to employ Evanston
residents with skills and abilities to work at the Subject Property and the other
Borrower locations where practicable.
c. The Borrower will create a Richard Fisher Dealerships Hire and Train
Program, or a similar title, by the Job Creation Deadline for Evanston
Township High School graduates not pursuing a post -secondary school
education immediately after graduation, as outlined in Borrower's
presentation to the City of Evanston Economic Development Committee on
February 19, 2014.
3. Evanston business:
a. Borrower shall remain an Evanston based business for the entire Term.
Meaning, Borrower cannot remove its operations from the Subject Property
during the Term of this Agreement. In the event that Borrower ceases to
operate as "Autobarn" in Evanston, Illinois during the Loan Term, any
principal and interest not previously forgiven will be repaid in accordance with
Section D(7). Notwithstanding the foregoing, Borrower may change the
name of the business from Autobarn to another franchise name, but
Borrower's business cannot relocate from Evanston without being considered
an Event of Default.
City of Evanston — Forgivable Loan — Autobarn Motors Page 16
b. If Autobarn Motors is sold, (except in circumstances of an illness of principal
necessitating retirement) for any reason to any entity other than one
controlled by Richard Fisher, or files for bankruptcy protection, the Borrower
shall be in Default and any principal and interest not previously forgiven will
be repaid in accordance with Section D(7).
c. However, if Borrower replaces one of the Autobarn franchises with another
business entity to be operated by Borrower, it shall not be considered an
Event of Default (i.e. the Mazda dealership is sold and replaced with a Fiat,
Mini Cooper, etc. dealership), provided that Borrower's substitute business
shall be open for business in less than 90 days after operations under the old
franchise ceased AND the City provides its written consent to a comparable
business that is being substituted by Borrower.
d. Proprietor is permitted, provided it obtains any necessary local approvals, to contract
for a portion of the Property to be operated by a separate and unrelated business
related to automotive and body shop work.
D. TERMS OF REIMBURSEMENT
Reimbursement Payment Requirements: Reimbursement payments shall NOT
be paid out until: (a) City Council has approved the Agreement; (b) the
Agreement is executed; and (c) Project work has commenced. The Loan is
funded through the Howard-Hartrey TIF District.
2. Borrower hereby agrees to comply with all terms and conditions of this Agreement
and only seek reimbursement of acceptable TIF Eligible Expenses.
3. Borrower may not seek reimbursement in a frequency greater than on a monthly
basis. Reimbursement requests to the Director or his designee shall contain the
following:
a. Cover letter indicating the total cost of TIF Eligible Expenses that it is seeking
reimbursement and general overview of the Project progress to date;
b. All contractor invoices detailing the specific tasks completed in accordance
with approved Project;
c. Proof of payment of all invoices for all expenditures for the Project covered by
this Loan; and
d. Unconditional partial lien releases.
4. Such reimbursement requests shall include proof of payment to all contractors,
suppliers, and vendors. Borrower is responsible for all payments to the
contractors, materials suppliers, and vendors, and for providing true and correct
copies of unconditional lien releases to the City.
5. The Director or his designee will not issue any Reimbursement to the Borrower if
there is any violation of any law, ordinance, code, regulation, or Agreement term.
Lastly, Borrower must be current with all City of Evanston accounts prior to any
reimbursement.
City of Evanston — Forgivable Loan — Autobarn Motors Page 16
6. The total amount of the Loan will be forgiven in accordance with the schedule
attached as Exhibit B and based on the incremental new sales tax generated
("Loan Forgiveness Schedule"). At the end of the Loan Term or after the entire
Loan has been repaid based on incremental new sales tax generated, whichever
is earlier, the Loan will be deemed forgiven and the balance will be zero.
E. BORROWER'S RESPONSIBILITIES
The Borrower shall obtain and submit all required certificates of insurance, as set
forth herein, to the Director or his designee upon execution of this Agreement
and prior to City's execution.
2. The Borrower shall be responsible for hiring a licensed contractor to complete the
Project. The Director or his designee may require submission of proof of the
State License issued to the selected contractor.
3. The Borrower shall be responsible for contacting the appropriate City departments
to arrange for obtaining all necessary approvals and/or permits required for
construction and completion of the Project.
4. The Borrower shall be fully responsible for managing, monitoring, and scheduling
the construction of the Project and ensuring its compliance with all applicable
federal, State, and local laws and regulations.
5. The Borrower shall be fully responsible for ensuring that all invoices from the
contractors, suppliers, vendors and/or other third parties are paid and shall only
seek reimbursement after payment has been disbursed by Borrower to the
applicable party.
F. THE CITY'S RESPONSIBILITIES
1. Within a reasonable time after Borrower submits a request for a Reimbursement,
the City will review the information provided by Borrower under Section E(6).
2. The City shall provide an annual certified copy of the Forgiveness Schedule
outlining performance of forgiveness to the Borrower.
3. Director or his designee shall review Borrower's request and accompanying
documents for a Reimbursement Payment. If Borrower meets all its terms,
conditions, and obligations under this Agreement and the TIF Guidelines, the
Director or his designee shall issue the Payment in installments up to the total
amount of the Loan in accordance with the Local Government Prompt Payment
Act, after City's receipt of the documentation submitted by Borrower in Section
D(3).
City of Evanston — Forgivable Loan — Autobarn Motors Page 17
4. Borrower shall during the Term and for a period of 2 years following the
expiration of the Term, keep and make available for the inspection, examination
and audit by City or City's authorized employees, agents or representatives, at all
reasonable time, all records respecting the services and expenses incurred by
Borrower, including without limitation, all book, accounts, memoranda, receipts,
ledgers, canceled checks, and any other documents indicating, documenting,
verifying or substantiating the cost and appropriateness of any and all expenses.
If any invoice submitted by Borrower is found to have been overstated, Borrower
shall provide City an immediate refund of the overpayment together with interest
at the highest rate permitted by applicable law, and shall reimburse all of City's
expenses for and in connection with the audit respecting such invoice.
G. INSURANCE
During the entire period in which work on the Project is performed until termination
of the Declaration, the Borrower shall obtain and maintain in full force and effect
during said period the following insurance policies: Comprehensive General
Liability Insurance in a general aggregate amount of not less than $1,000,000,
$1,000,000 Products and Completed Operations Aggregate, and $1,000,000
each occurrence and including.
2. All deductibles on any policy shall be the responsibility of the primary holder of
such policy and shall not be the responsibility of the City of Evanston.
3. Borrower shall provide evidence of required insurance to the Director before
execution of this Agreement. Borrower shall name the City as an additional
insured for the Loan period.
H. OBLIGATION TO REFRAIN FROM DISCRIMINATION
Borrower covenants and agrees for itself, its successors and its assigns to the
Property, or any part thereof, that it will not discriminate against any employee or
applicant for employment because of race, color, religion, sex, sexual orientation,
marital status, national origin or ancestry, or age or physical or mental disabilities
that do not impair ability to work, and further that it will examine all job
classifications to determine if minority persons or women are underutilized and
will take appropriate affirmative action to rectify any such underutilization.
2. That, if it hires additional employees in order
portion hereof, it will determine the availability
area(s) from which it may reasonably recruit
classification for which employees are hired in
women are not underutilized.
to perform this contract or
of minorities
and it will
such a way
and women in
hire for each
that minorities
any
the
job
and
3. That, in all solicitations or advertisements for employees placed by it or on its
behalf, it will state that all applicants will be afforded equal opportunity without
City of Evanston — Forgivable Loan — Autobarn Motors Page 18
discrimination because of race, color, religion, sex, sexual orientation, marital
status, national origin, ancestry, or disability.
I. NO AGENCY CREATED
The Borrower and any contractor, supplier, vendor or any third party hired by Borrower
to complete the Project are not agents or create any employment relationship with the
City.
J. INDEMNIFICATION AND HOLD HARMLESS
Borrower shall defend, indemnify and hold harmless City and its officers, elected and
appointed officials, agents, and employees from any and all liability, losses, or damages
as a result of claims, demands, suits, actions, or proceedings of any kind or nature,
including without limitation costs, and fees, including attorney's fees, judgments or
settlements, resulting from or arising out of any negligent or willful act or omission on
the part of the Borrower or Borrower's subcontractors, employees, agents or
subcontractors during the performance of this Agreement. Such indemnification shall
not be limited by reason of the enumeration of any insurance coverage herein provided.
This provision shall survive completion, expiration, or termination of this Agreement.
Nothing contained herein shall be construed as prohibiting City, or its officers, agents, or
employees, from defending through the selection and use of their own agents,
attorneys, and experts, any claims, actions or suits brought against them. Borrower
shall be liable for the costs, fees, and expenses incurred in the defense of any such
claims, actions, or suits. Nothing herein shall be construed as a limitation or waiver of
defenses available to City and employees and agents, including without limitation the
Illinois Local Governmental and Governmental Employees Tort Immunity Act, 745 ILCS
10/1-101 et seq. At the City Corporation Counsel's option, Borrower must defend all
suits brought upon all such Losses and must pay all costs and expenses incidental to
them, but the City has the right, at its option, to participate, at its own cost, in the
defense of any suit, without relieving Borrower of any of its obligations under this
Agreement. Any settlement of any claim or suit related to activities conducted under this
Project by Borrower must be made only with the prior written consent of the City
Corporation Counsel, if the settlement requires any action on the part of the City. No
member, official, agent, legal counsel or employee of the City shall be personally liable
to the Borrower, or any successor in interest in the event of any default or breach by the
City or for any amount which may become due to Borrower or successor or on any
obligation under the terms of this Agreement.
K. COMPLIANCE WITH LAW
The Borrower agrees to comply with all the requirements now in force, or which may
hereafter be in force, of all municipal, county, state and federal authorities, pertaining to
the development and use of the Property, construction of the Project, ongoing
operations conducted on the Property, and use of Loan funds. In addition, pursuant to
the Illinois Freedom of Information Act, 5 ILCS 140/7(2), records in the possession of
City of Evanston — Forgivable Loan — Autobarn Motors Page 19
others whom the City has contracted with to perform a governmental function are
covered by the Act and subject to disclosure within limited statutory timeframes (five (5)
working days with a possible five (5) working day extension). Upon notification from the
City that it has received a Freedom of Information Act request that calls for records
within the Borrower's control, the Borrower shall promptly provide all requested records
to the City so that the City may comply with the request within the required timeframe.
The City and the Borrower shall cooperate to determine what records are subject to
such a request and whether or not any exemptions to the disclosure of such records, or
part thereof, are applicable. Vendor shall indemnify and defend the City from and
against all claims arising from the City's exceptions to disclosing certain records which
Vendor may designate as proprietary or confidential. Compliance by the City with an
opinion or a directive from the Illinois Public Access Counselor or the Attorney General
under FOIA, or with a decision or order of Court with jurisdiction over the City, shall not
be a violation of this Section.
L. DEFAULT; REMEDIES; DISPUTE RESOLUTION
Notice of Default: In the event of failure by either party hereto substantially to
perform any material term or provision of this Agreement, including but not
limited to conditions contained in Sections C and D, the non -defaulting party shall
have those rights and remedies provided herein, provided that such non -
defaulting party has first provided to the defaulting party a written notice of
default in the manner required by Section N hereof identifying with specificity the
nature of the alleged default and the manner in which said default may be
satisfactorily be cured.
2. Cure of Default: Upon the receipt of the notice of default, the alleged defaulting
party shall promptly commence to cure, correct, or remedy such default within a
15-day period, and shall continuously and diligently prosecute such cure,
correction or remedy to completion.
3. City Remedies not Exclusive; Repayment of Pro Rata Share of Loan: If an Event
of Default occurs, which Borrower has not cured within the timeframe set forth in
subparagraph 2 above, the City, at its option, may terminate this Agreement
and/or may institute legal action in law or in equity to cure, correct, or remedy
such default, enjoin any threatened or attempted violation, or enforce the terms
of this Agreement. In the event of a Default by Borrower that occurs after the City
has disbursed in whole or in part the Loan funds, the "Pro Rata Repayment
Amount" and interest, at the rate of LIBOR + 1% per annum shall be due and
payable within 30 days of Default. The amount due and owing following an
Event of Default, which is not cured by Borrower, shall be calculated according to
the Date of Default and the amount outstanding from the Loan Forgiveness
Schedule, outlined in Exhibit B. All payments shall be first credited to accrued
interest, next to attorney's fees and costs which may be owing from time to time,
and then to principal. Payments shall be made to City at the address set forth in
City of Evanston — Forgivable Loan — Autobarn Motors Page 110
Section M herein or at such other address as City may direct pursuant to notice
delivered to Borrower in accordance with Section M.
4. Borrower's Exclusive Remedies: The parties acknowledge that the City would not
have entered into this Agreement if it were to be liable in damages under, or with
respect to, this Agreement or any of the matters referred to herein, including the
Project, except as provided in this Section. Accordingly, Borrower shall not be
entitled to damages or monetary relief for any breach of this Agreement by the
City or arising out of or connected with any dispute, controversy, or issue
between Borrower and the City regarding this Agreement or any of the matters
referred to herein, the parties agreeing that declaratory and injunctive relief and
specific performance shall be Borrower's sole and exclusive judicial remedies.
M. TERMINATION
If Borrower shall fail to cure any Event of Default upon notice and within the time for
cure provided for in XVII below, the City may, by written notice to the Borrower,
terminate this Agreement. Such termination shall trigger the "Repayment of Pro Rata
Share of Reimbursement defined in XVII. Borrower may not terminate this Agreement
without the express written consent of City.
N. NOTICES
All notices permitted or required hereunder must be in writing and shall be effected by
(i) personal delivery, (ii) first class mail, registered or certified, postage fully prepaid, or
(iii) reputable same -day or overnight delivery service that provides a receipt showing
date and time of delivery, addressed to the following parties, or to such other address
as any party may, from time to time, designate in writing in the manner as provided
herein:
If to the Lender: City of Evanston
Attn: Wally Bobkiewicz, City Manager
2100 Ridge Avenue
Evanston, IL 60201
With a copy to: City of Evanston
Attn: W. Grant Farrar, Corporation Counsel
2100 Ridge Avenue
Evanston, IL 60201
If to the Borrower: Autobarn Motors, Ltd.
Attn: Richard Fisher, President
1012 Chicago Avenue
Evanston, IL 60202
City of Evanston — Forgivable Loan — Autobarn Motors Page 111
Any written notice, demand or communication shall be deemed received immediately if
personally delivered or delivered by delivery service to the addresses above, and shall
be deemed received on the third day from the date it is postmarked if delivered by
registered or certified mail.
O. APPLICABLE LAIN
The internal laws of the State of Illinois without regard to principles of conflicts of law
shall govern the interpretation and enforcement of this Agreement.
P. ATTORNEY'S FEES
In the event that the City commences any action, suit, or other proceeding to remedy,
prevent, or obtain relief from a breach of this Agreement by Borrower, or arising out of a
breach of this Agreement by Borrower, the City shall recover from the Borrower as part
of the judgment against Borrower, its attorneys' fees and costs incurred in each and
every such action, suit, or other proceeding.
Q. SURVIVAL OF TERMS, BINDING UPON SUCCESSORS
The covenants, terms, conditions, representations, warranties, Agreements and
undertakings set forth in this Agreement (and specifically including, without limitation,
those covenants, terms, conditions, representations, warranties, Agreements and
undertakings which survive the termination of this Agreement) shall be binding upon
and inure to the benefit of the Parties hereto and their respective successors, assigns
and legal representatives.
R. CONFLICT OF INTEREST
No member, official, or employee of the City shall have any personal interest,
direct or indirect„ in this Agreement, nor shall any such member, official, or
employee participate in any decision relating to the Agreement which affects his
personal interests or the interests of any corporation, partnership, or association
in which he/she is, directly or indirectly, interested.
2. The Borrower warrants that it has not paid or given, and will not pay or give, any
third person any money or other consideration for obtaining this Agreement.
S. BINDING EFFECT
This Agreement, and the terms, provisions, promises, covenants and conditions hereof,
shall be binding upon and shall inure to the benefit of the parties hereto and their
respective heirs, legal representatives, successors and assigns.
T. AUTHORITY TO SIGN
City of Evanston — Forgivable Loan — Autobarn Motors P a g e 112
Richard Fisher hereby represents that he executes this Agreement on behalf of
Borrower and has the full authority to do so and to bind Borrower to perform pursuant to
the terms and conditions of this Agreement.
U. COUNTERPARTS
This Agreement may be executed by each party on a separate signature page, and
when the executed signature pages are combined, shall constitute one single
instrument.
V. ENTIRE AGREEMENT AND SEVERABILITY
This Agreement and the Exhibits and references incorporated into this Agreement
express all understandings of the parties concerning the matters covered in this
Agreement. This Agreement integrates all of the terms and conditions mentioned
herein or incidental hereto, and supersedes all negotiations or previous
agreements between the parties with respect to all or any part of the subject
matter hereof. The Agreement may be amended from time to time with the
written consent of the Parties hereto.
2. If any provision, condition, covenant or other clause, sentence or phrase of this
Agreement is held invalid by a court of competent jurisdiction, such provision
shall be deemed to be excised and the invalidity thereof shall not affect any other
provision, condition, covenant or other clause, sentence or phrase contained
herein. Notwithstanding the foregoing, if any such invalid provision goes to the
essence of this Agreement so that the purposes of the Agreement cannot be
fulfilled, then this Agreement shall terminate as of the date of such judgment.
W. NO WAIVER
No failure of either the City or the Borrower to insist upon the strict performance by the
other of any covenant, term or condition of this Agreement, nor any failure to exercise
any right or remedy consequent upon a breach of any covenant, term, or condition of
this Agreement, shall constitute a waiver of any such breach or of such covenant, term
or condition. No waiver of any breach shall affect or alter this Agreement, and each and
every covenant, condition, and term hereof shall continue in full force and effect.
X. FORCE MAJEURE
Performance by any party hereunder shall not be deemed to be in default where delays
or defaults are due to war, insurrection, strikes, lockouts, riots, floods, earthquakes,
fires, casualties, acts of God, acts of the public enemy, restrictive governmental laws
and regulations, epidemics, quarantine restrictions, freight embargoes, lack of
transportation or labor and material shortages. An extension of time for any such cause
shall be for the period of the delay, which period shall commence to run from the time of
the commencement of the cause, provided that written notice by the party claiming such
City of Evanston — Forgivable Loan — Autobarn Motors Page 113
extension is sent to the other party not more than thirty (30) days after the
commencement of the cause or not more than thirty (30) days after the party claiming
such extension could have first reasonably recognized the commencement of the
cause, whichever is later.
IN WITNESS WHEREOF, the City, and the Borrower have signed this
Agreement as of the latest date set forth below (the "Effective Date").
THE CITY OF EVANSTON,
an Illinois home rule municipal corporation
By:
Its: City Manager, Wally Bobkiewicz
Dated:
AUTOBARN MOTORS, LTD.
An Illinois corporation
M
Its: President, Richard Fisher
Dated:
City of Evanston — Forgivable Loan — Autobarn Motors Page 114
IW:/:IU I1r_1
LEGAL DESCRIPTION OF PROPERTY
All that contain lot, piece or parcel of land, with the buildings and improvements thereon
erected, situate lying and being in the City of Evanston, County of Cook, State of Illinois.
PARCEL 1
LOTS 1 AND 2 IN BRUMMEL PLACE SUBDIVISION OF THE SOUTH 315 FEET OF
THE NORTH 465 FEET OF THE SOUTHWEST % OF THE NORTHWEST % OF
SECTION 25, TOWNSHIP 41 NORTH RANGE 13 EAST OF THE THIRD PRINCIPAL
MERIDIAN (EXCEPT THEREFROM THE EAST 33 FEET MEASURED
PERPENDICULAR TO THE EAST LINE OF THE SOUTHWEST % OF THE
NORTHWEST % OF SAID SECTION 25, ALSO EXCEPT THE WEST 66 FEET
MEASURED PERPENDICULAR TO THE WEST LINE OF THE SOUTHWEST % OF
THE NORTHWEST % OF SAID SECTION 25), ACCORDING TO THE PLAT
THEREOF RECORDED JULY 26, 1956 AS DOCUMENT 16650663, IN COOK
COUNTY, ILLINOIS.
PARCEL 2:
EASEMENT FOR THE BENEFIT OF PARCEL 1 AS CREATED BY THE EASEMENT
AGREEMENT RECORDED AS DOCUMENT 96138308 FOR THE CONSTRUCTION,
INSTALLATION, MAINTENANCE AND REPAIR OF A STORM WATER DRAINAGE
FACILITY AND IMPROVEMENTS OVER AND UPON THE EAST 30 FEET OF THE
NORTH 30 FEET OF LOT 6 IN HOWARD-HARTREY SUBDIVISION.
PARCEL 3:
PERPECTUAL, NON EXCLUSIVE EASEMENT AS CREATED BY THE RECIPROCAL
EASEMENT AGREEMENT RECORDED AS DOCUMENT 0418818040, FOR ACCESS
TO AND FROM HOWARD AVENUE, INGRESS AND EGRESSS OF TRUCKS, VANS
PASSENGERS AUTOMOBILES AND OTHER VEHICLES AND PEDESTRIAN
TRAFFIC OVER AND ACROSS A PORTION OF LOT 3 IN AFORESAID SUBDIVISION
AND DEPICTED ON EXHIBIT "D" ATTACHED THERETO.
PARCEL 4:
EASEMENT FOR THE BENEFIT OF PARCEL 1 AS CREATED BY THE EASEMENT
AND RESTRICTIONS AGREEMENT RECORDED AS DOCUMENT 93840922 FOR
PASSENGER AND TRUCK VEHICLAR INGRESS AND EGRESS OVER AND
ACROSS A PORTION OF LOT 9 IN HOWARD-HARTREY SUBDIVISION.
City of Evanston — Forgivable Loan — Autobarn Motors Page 115
PARCEL 5:
EASEMENT FOR THE BENEFIT OF PARCEL 1 FOR INGRESS AND EGRESS OVER
AND ACROSS THE SOUTH 20 FEET OF LOT 3 IN AFORESAID SUBDIVISION AS
CREATED BY THE AGREEMENT RECORDED JULY 5, 1955 AS DOCUMENT
16290044.
PINs: 10-25-104-014-0000 and 10-25-104-015-0000
Common Address, 222 Hartrey Avenue, Evanston, IL 60202
City of Evanston — Forgivable Loan — Autobarn Motors Page 116
LOAN DATA
PRINCIPAL
LOAN TERM
RATE
PAYMENT PER YEAR
PAYMENT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
EXHIBIT B
LOAN FORGIVENESS SCHEDULE
2,500,000.00
15
1.56%
1
($39,000.00)
2,500,000
2,333,333
2,166,666
1,999,999
1,833,332
1,666,665
1,499,998
1,333,331
1,166,664
999,997
833,330
666,663
499,996
333,329
166,662
($149,217.26)
Principal
Interest
Total
Balance
P+I
166,667
39,000
205,667
2,333,333
166,667
36,400
203,067
2,166,666
166,667
33,800
200,467
1,999,999
166,667
31,200
197,867
1,833,332
166,667
28,600
195,267
1,666,665
166,667
26,000
192,667
1,499,998
166,667
23,400
190,067
1,333,331
166,667
20,800
187,467
1,166,664
166,667
18,200
184,867
999,997
166,667
15,600
182,267
833,330
166,667
13,000
179,667
666,663
166,667
10,400
177,067
499,996
166,667
7,800
174,467
333,329
166,667
5,200
171,867
166,662
166„662
2,600
169,262
0
2,500,000
311,999
2,811,999
City of Evanston - Forgivable Loan - Autobarn Motors Page 117
EXHIBIT C
GUARANTY
Borrower: Autobarn Motors, Ltd.
Guarantor: Richard Fisher
1012 Chicago Avenue
Evanston, IL 60202
Loan Term: 15 years (180 months)
Guaranty Term: 5 years, as detailed in the
TIF Forgivable Loan Agreement, § B(4).
Lender: City of Evanston
Principal Amount: $2,500,000
CONTINUING GUARANTEE OF PAYMENT AND PERFORMANCE. For good and
valuable consideration, Guarantor absolutely and unconditionally guarantees full and
punctual payment and satisfaction of the Indebtedness of Borrower to Lender, and the
performance and discharge of all Borrower's obligations under the Note and the Related
Documents. This is a guaranty of payment and performance and not of collection, so
Lender can enforce this Guaranty against Guarantor even when Lender has not
exhausted Lender's remedies against anyone else obligated to pay the Indebtedness or
against any collateral securing the Indebtedness, this Guaranty or any other guaranty of
the indebtedness. Guarantor will make any payments to Lender or its order, on demand,
in legal tender of the United States of America, in same -day funds, without set-off or
deduction, or counterclaim, and will otherwise perform Borrower's obligations under the
Note and Related Documents. Under this Guaranty, Guarantor's liability is limited to
Borrower's obligations under the Note.
INDEBTEDNESS. The word "'Indebtedness" as used in this Guaranty means all of the
principal amount outstanding from time to time and at any one or more times, accrued
unpaid interest thereon and all collection costs and legal expenses related thereto
permitted by law, attorneys' fees, arising from Borrower's obligations under the Note.
CONTINUING GUARANTY. THIS IS A "CONTINUING GUARANTY" UNDER WHICH
GUARANTOR AGREES TO GUARANTEE THE FULL AND PUNCTUAL PAYMENT.
DURATION OF GUARANTY. This Guaranty will take effect when received by Lender
without the necessity of any acceptance by Lender, or any notice to Guarantor or to
Borrower, and will continue in full force until end of the fifth year (60th month) of the
Loan. If Guarantor elects to revoke this, Guaranty, Guarantor may only do so in writing.
Guarantor's written notice of revocation must be mailed to Lender; by certified mail, at
Lender's address listed above or such other place as Lender may designate in writing.
This Guaranty shall bind Guarantor's estate as to the Indebtedness created both before
and after Guarantor's death or incapacity, regardless of Lander's actual notice of
Guarantor's death, Subject to the foregoing, Guarantor's, executor or administrator or
City of Evanston — Forgivable Loan — Autobarn Motors Page 118
other legal representative may terminate this Guaranty in the same manner in which
Guarantor might have terminated it and with the some effect. Release of any, other
guarantor or termination of any other guaranty of the Indebtedness shall not affect the
ability of Guarantor under this guaranty.
GUARANTOR'S AUTHORIZATION TO LENDER. Guarantor authorizes Lender, either
before or after any revocation hereof upon written notice to Guarantor by Lender,
without lessening Guarantor's liability under this Guaranty, from time to time (A) to take
and hold security for the payment of this Guaranty or the Indebtedness, and exchange,
enforce, waive, subordinate, fail or decide not to perfect, and release any such security,
with or without the substitution of new collateral; (B) to determine how, when and what
application of payments and credits shall be made on the Indebtedness; and (C) to
apply such security and direct the order or manner of sale thereof, including without
limitation. any non -judicial sale permitted by the terms of the controlling security
agreement or deed of trust, as Lender in its discretion may determine;
GUARANTOR'S REPRESENTATIONS AND WARRANTIES. Guarantor represents
and warrants to Lender that (A) no representations or agreements of any kind have
been made to Guarantor which would limit or qualify in any way the terms of this
Guaranty; (B) Guarantor has full power, right and authority to enter into this Guaranty;
(C) the provisions of this Guaranty do not conflict with or result in a default under any
agreement or other instrument binding upon Guarantor and do not result in a violation of
any law, regulation, court decree or order applicable to Guarantor;" (D) upon Lender's
request, Guarantor will provide to Lender financial and credit information in form
acceptable to Lender, and all such financial information which currently has been, ,and
all future financial information which will be provided Lender is and will be true and
correct in all material respects and fairly present, Guarantor's financial condition as of
the dates the financial information is provided; (E) no material adverse change has
occurred in Guarantor's financial condition since the date of the most recent financial
statements provided to Lender and no event has occurred which may materially
adversely affect Guarantor's financial condition; and (J) Guarantor has established
adequate means of obtaining from Borrower on a continuing basis information regarding
Borrower's financial condition. Guarantor agrees to keep Lender adequately informed
from any relevant facts, events, or circumstances which might in any way affect
Guarantor's risks under this Guaranty.
GUARANTOR'S WAIVERS. Except as prohibited by applicable law, Guarantor waives
any right to require Lender (A) to continue lending money or to extend other credit to
Borrower; (B) to proceed directly against or exhaust any collateral held by Lender from
Borrower, any other guarantor, or any other person; and (C) to pursue any other remedy
within Lender's power;
SUBORDINATION OF BORROWER DEBTS TO GUARANTOR. Guarantor agrees that
the indebtedness, whether now existing or hereafter created, shall be superior to any
claim that Guarantor may now have or hereafter acquire against Borrower, whether or
not Borrower becomes insolvent. Guarantor hereby expressly subordinates, any claim
City of Evanston — Forgivable Loan — Autobarn Motors Page 119
Guarantor may have against Borrower, upon an account whatsoever, to any c[aim that
Lender may now or hereafter have against Borrower. In the event of insolvency and
consequent liquidation of the assets of Borrower, through bankruptcy, by an assignment
for the benefit of creditors, by voluntary liquidation, or otherwise, the assets of Borrower
applicable to the payment of the claims of both Lender and Guarantor shall be paid to
Lender and shall be first applied by Lender to the indebtedness. Guarantor does hereby
assign to Lender all claims which it may have or acquire against Borrower or against
any assignee or trustee in bankruptcy of Borrower; provided however, that such
assignment shall be effective only for the purpose of assuring to Lender full payment in
legal tender of the Indebtedness.
MISCELLANEOUS PROVISIONS. The following miscellaneous provisions are a part of
this Guaranty:
Amendments. This Guaranty together with any Related Documents, constitutes
the entire understanding and agreement of the parties as to the matters set forth
in this Guaranty, No alteration of or amendment to this. Guaranty shall be
effective unless given in writing and signed by both parties.
Caption Headings. Caption headings in this Guaranty are for convenience
purposes only and are not to be used to interpret or define the provisions of this
Guaranty.
Governing law. This Guaranty will be governed by federal law applicable to
Lender and, to the extent not preempted by federal law, the' laws of the State of
Illinois without regard to its conflicts of law provisions.
Integration. Guarantor further agrees that Guarantor has read and fully
understands the terms of this Guaranty; Guarantor has had the opportunity to be -
advised by Guarantor's attorney with respect to this Guaranty; the Guaranty fully
reflects Guarantor's intentions and parol evidence is not required to interpret the
terms of this Guaranty. Guarantor hereby indemnifies and holds Lender harmless
from all losses, claims, damages, and costs (including Lender's attorneys' fees)
suffered or incurred by Lender as a result of any breach by Guarantor of the
warranties, representations and agreements of this paragraph.
Interpretation. In all cases where there is more than one Borrower or Guarantor,
then all words used in this Guaranty in the singular shall be deemed to have
been used in the plural where the context and construction so require; and where
there is more than one Borrower named in this Guaranty or when this Guaranty
is executed by more than one Guarantor, the words "Borrower" and "Guarantor"
respectively shall mean all and anyone or more of them. The words "Guarantor,"
"Borrower," and "Lender" include the heirs, successors, assigns, and transferees
of each of them, If a court finds that any provision of this Guaranty is not valid or
should not be enforced, that fact by itself will not mean that the rest of this
Guaranty will not be valid or enforced. Therefore, a court will enforce the rest of
City of Evanston — Forgivable Loan — Autobarn Motors Page 120
the provisions of this Guaranty even if a provision of this Guaranty may be found
to be invalid or unenforceable. If anyone or more of Borrower or Guarantor are
corporations, partnerships, limited liability companies, or similar entities, it is not
necessary for Lender to inquire into the powers of Borrower or Guarantor or of
the officers, directors, partners, managers, or other agents acting or purporting to
act on their behalf, and any indebtedness made or created in reliance upon the
professed exercise of such powers shall be guaranteed under this Guaranty.
Notices. Any notice required to be given under this Guaranty shall be given in
writing, and, except for revocation notices by Guarantor, shall be effective when
actually delivered, when actually received by tele-facsimile (unless, otherwise
required by law) when deposited with a nationally recognized overnight courier,
or, if mailed, when deposited in the United States mail, as first class, certified or
registered mail postage prepaid, directed to the addresses shown near the
beginning of this Guaranty. All revocation notices by Guarantor shall be in writing
and shall be effective upon delivery to Lender as provided in the section of this
Guaranty entitled "DURATION OF GUARANTY." Any party may change its
address for notices under this Guaranty by giving formal written notice to the
other parties, specifying that the purpose of the notice is to change the party's
address, For notice purposes, Guarantor agrees to keep Lender informed at all
times of Guarantor's current address.
No Waiver by Lender. Lender shall not be deemed to have waived any rights
under this Guaranty unless such waiver is given in writing and signed by Lender.
No delay or omission on the part of Lender in exercising any right shall operate
as a waiver of such right or any other right. A waiver by Lender of a provision of
this Guaranty shall not prejudice or constitute a waiver of lender's right otherwise
to demand strict compliance with that provision or any other provision of this
Guaranty. No prior waiver by Lender, nor any course of dealing between Lender
and Guarantor, shall constitute a waiver of any of Lender's rights or of any of
Guarantor's obligations as to any future transactions, Whenever the consent of
Lender is required under this Guaranty, the granting of such consent by Lender
in any Instance shall not constitute continuing consent to subsequent instances
where such consent is required and in all cases such consent may be granted or
withheld in the sole discretion of Lender.
Successors and Assigns. Subject to any limitations stated in this Guaranty on
transfer of Guarantor's interest, this Guaranty shall be binding upon and inure to
the benefit of the parties, their successors and assigns.
DEFINITIONS. The following capitalized words and terms shall have the following
meanings when used in this Guaranty. Unless specifically stated to the contrary, all
references to dollar amounts shall mean amounts in lawful money of the United States
of America. Words and terms used in the singular shall include the plural, and the plural
shall include the singular, as the context may require. Words and terms not otherwise
City of Evanston — Forgivable Loan — Autobarn Motors Page 121
defined in this Guaranty shall have the meanings attributed to such terms in the Uniform
Commercial Code:
Borrower. The word "Borrower" means Autobarn Motors, Ltd. and includes all
co-signers and co —makers signing the Note and all their successors and assigns.
GAAP. The word "GAAP" means generally accepted accounting principles.
Guarantor. The word "Guarantor" means Richard Fisher, individually, and in
each case, any signer's successors and assigns.
Guaranty. The word "Guaranty" means this guaranty from Guarantor to Lender.
Indebtedness. The word "Indebtedness" means Borrower's indebtedness to
Lender as more particularly described in this Guaranty.
Lender. The word "Lender" means City of Evanston, its successors and assigns.
Note. The word "!Note" means and includes without limitation all of Borrower's
promissory notes and/or credit agreements evidencing Borrower's loan
obligations in favor of Lander, together with all renewals of, extensions of,
modifications of, substitutions for promissory notes or credit agreements..
Related Documents. The words "Related Documents" mean all promissory
notes, credit agreements, loan agreements, environmental agreements,
guaranties, security 'agreements, mortgages, deeds of trust, security deeds,
collateral mortgages, and all other instruments, agreements and documents,
whether now or hereafter existing, executed in connection with the Indebtedness.
EACH UNDERSIGNED GUARANTOR ACKNOWLEDGES HAVING READ ALL THE
PROVISIONS OF THIS GUARANTY AND AGREES TO ITS TERMS, IN ADDITION,
EACH GUARANTOR UNDERSTANDS THAT THIS GUARANTY IS EFFECTIVE
UPON GUARANTOR'S EXECUTION AND DELIVERY OF THIS GUARANTY TO
UNDER AND THAT THE GUARANTY WILL CONTINUE UNTIL TERMINATED IN THE
MANNER SET FORTH IN THE SECTION TITLED "DURATION OF GUARANTY", NO
FORMAL ACCEPTANCE BY LENDER IS NECESSARY TO MAKE THIS GUARANTY
EFFECTIVE, THIS PERSONAL GUARANTY is DATED , 2014.
GUARANTOR:
RICHARD FISHER
City of Evanston — Forgivable Loan — Autobarn Motors Page 122