HomeMy WebLinkAbout10-69MARCH 9, 2010 10 -69 RESOLUTION
(CARRIED 7 -0 LOST LAID OVER WITHDRAWN
PURPOSE: APPROVE CONSIDERATION OF AN INITIAL RESOLUTION
REGARDING INDUSTRIAL DEVELOPMENT REVENUE BOND
FINANCING FOR NASHCO HOSPITALITY GROUP, LLC
(Information with respect to the impact of the Project will be
available at the time of consideration of the Initial Resolution)
INITIATED BY: CITY ADMINISTRATION
WHEREAS, Section 66.1103 of the Wisconsin Statutes (the "Act ") authorizes the
City of Oshkosh, Wisconsin (the "Issuer"), to authorize the issuance and sale of bonds by
the Issuer to construct, equip, re- equip, acquire by gift, lease or purchase, install,
reconstruct, rebuild, rehabilitate, improve, supplement, replace, maintain, repair, enlarge,
extend or remodel industrial projects; and
WHEREAS, Nashco Hospitality Group, LLC, a Wisconsin limited liability
company, and /or a related entity (collectively, the "Borrower "), desires to complete a
project consisting of financing the (i) renovation and remodeling of an 8- story, 179 room
hotel, restaurant and conference center located at One North Main Street in the City of
Oshkosh, Wisconsin (the "Facility "), (ii) acquisition of furniture, fixtures and equipment
at the Facility and (iii) payment of certain costs of issuance (collectively, the "Project "),
all of which would contribute to the well -being of the City of Oshkosh, Wisconsin; and
WHEREAS, the cost of the Project is presently estimated to be greater than
$5,500,000, and the amount proposed to be financed with one or more series of tax -
exempt and /or taxable industrial development revenue bonds does not exceed
$5,500,000; and
WHEREAS, it is in the public interest of the Issuer to promote, attract, stimulate,
rehabilitate and revitalize commerce, industry and manufacturing, to promote the
betterment of the environment and the economy of the Issuer; and
WHEREAS, the Borrower has requested that the Issuer now approve an initial
resolution (the "Initial Resolution ") providing for the financing of the Project in an amount
not to exceed $5,500,000; and
WHEREAS, the Issuer is a municipality organized and existing under and pursuant
to the laws of the State of Wisconsin, and is authorized to enter into revenue agreements
with eligible participants with respect to the Project whereby eligible participants agree to
cause said Project to be constructed and to pay the Issuer an amount of funds sufficient to
provide for the prompt payment when due of the principal and interest on said industrial
development revenue bonds.
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NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
Oshkosh, Wisconsin, as follows:
1. Based upon representations of the Borrower, it is the finding and
determination of the City Council that the Project is a qualified "project" within the meaning
of the Act and that the Borrower is an "eligible participant" within the meaning of the Act.
The Issuer shall:
(a) Finance the Project in an amount not to exceed $5,500,000; and
(b) Issue industrial development revenue bonds in one or more series of
tax - exempt and /or taxable bonds (the "Bond(s) "), in an amount not to exceed
$5,500,000 in order to finance costs of the Project.
2. The aforesaid plan of financing contemplates, and is conditioned upon, the
following:
(a) The Bonds shall never constitute an indebtedness of the Issuer within
the meaning of any state constitutional provision or statutory limitation;
(b) The Bonds shall not constitute or give rise to a pecuniary liability of
the Issuer or a charge against its general credit or taxing powers, including but not
limited to:
1. Liability for failure to investigate or negligence in the
investigation of the financial position or prospects of the Borrower,
a user of the Project or any other person or for failure to consider,
or negligence concerning, the adequacy of terms of, or collateral
security for, the Bonds or any related agreement to protect interests
of holders of the Bonds; and
2. Any liability in connection with the issuance or sale of the
Bonds, for representations made, or for the performance of the
obligation of any person who is a party to a related transaction or
agreement except as specifically provided in the Act or by an
express provision of the Bonds or a related written agreement to
which the Issuer is a party;
(c) The Project shall be subject to property taxation in the same amount
and to the same extent as though the Project were not financed with industrial
development revenue bonds;
(d) The Borrower shall find a purchaser for all of the Bonds;
(e) The City's out -of- pocket costs, including but not limited to reasonable
legal fees and Trustee's fees, in connection with the issuance and sale of the
Bonds shall be paid by the Borrower; and
(f) A notice of public hearing required by federal law for purposes of
Section 147(f) of the Internal Revenue Code, as amended, shall be published in a
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newspaper of general circulation in the City of Oshkosh to provide interested
individuals or parties the opportunity to testify.
3. The aforesaid plan of financing shall not be legally binding upon the Issuer
nor be finally implemented unless and until:
(a) The details and mechanics of the same are authorized and approved
by a further resolution of the City Council which shall be solely within the discretion
of the City Council;
(b) The City Clerk shall cause notice of adoption of this Initial Resolution,
in the form attached hereto as Exhibit A , to be published once in a newspaper of
general circulation in the City of Oshkosh, and the electors of the City of Oshkosh
shall have been given the opportunity to petition for a referendum on the matter of
the aforesaid Bond issue, all as required by law;
(c) Either no such petition shall be timely filed or such petition shall have
been filed and said referendum shall have approved the Bond issue;
(d) The City Clerk shall have received an employment impact estimate
issued under Section 560.034 of the Wisconsin Statutes;
(e) All documents required to consummate the financing have been duly
authorized and delivered; and
(f) The Issuer and the Borrower have resolved all land use and special
use issues with respect to the affected property and the Project.
The allocation of authority to issue tax - exempt recovery zone facility bonds may be
limited to an amount less than the proposed principal amount of the Bonds. Approval and
issuance of the Bonds shall be contingent upon the Issuer having received verification that
the Borrower has received the necessary allocation of volume cap to issue Midwestern
Disaster Area Bonds and /or Recovery Zone Facility Bonds.
4. Pursuant to the Act, all requirements that the Project be subject to the
contracting requirements contained in Section 66.1103 are waived, the Borrower having
represented that it is able to negotiate satisfactory arrangements for completing the Project
and that the Issuer's interests are not prejudiced thereby.
5. The Issuer hereby finds that the Project will significantly increase the
number of persons traveling to the City of Oshkosh for business or recreation.
6. The City Clerk is directed, following adoption of this Initial Resolution (i) to
publish notice of such adoption not less than one time in the official newspaper of the City
of Oshkosh, Wisconsin, such notice to be in substantially the form attached hereto as
Exhibit A and (ii) to file a copy of this Initial Resolution, together with a statement indicating
the date the Notice to Electors was published, with the Secretary of Commerce of the
State of Wisconsin within twenty (20) days following the date of publication of such notice.
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7. This Initial Resolution is an "initial resolution" within the meaning of the Act
and official action toward issuance of the Bonds for purposes of Sections 103 and 144 of
the Internal Revenue Code of 1986, as amended, and the regulations promulgated
thereunder. Furthermore, it is the reasonable expectation of the Issuer that proceeds of
the Bonds may be used to reimburse expenditures made on the Project prior to the
issuance of the Bonds. The maximum principal amount of debt expected to be issued for
the Project on the date hereof is $5,500,000. This statement of official intent is made
pursuant to Internal Revenue Code §1.150 -2.
8. The Issuer meets certain conditions specified in The American Recovery
and Reinvestment Tax Act of 2009 (the "ARRA ") required to designate the Project location
as a Recovery Zone, those conditions being a significant increase in the unemployment
rate, an increase in the rate of home foreclosures, and general distress. The City Council
hereby finds and determines that conditions exist to designate the Project site a Recovery
Zone pursuant to the provisions of the ARRA and the City Council hereby designates the
Project site as within a Recovery Zone.
Adopted: March 9, 2010
Paul J. Esslinger, Mayor
Attest:
Pamela R. Ubrig, City Clerk
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EXHIBIT A
NOTICE TO ELECTORS OF
THE CITY OF OSHKOSH, WISCONSIN
TAKE NOTICE that the City Council of the City of Oshkosh, Wisconsin (the
"Issuer"), at a regular meeting held at City Hall, 215 Church Avenue, Oshkosh,
Wisconsin, on March 9, 2010, adopted an Initial Resolution pursuant to Section 66.1103
of the Wisconsin Statutes, as amended, expressing the intention to issue not to exceed
$5,500,000 of industrial development revenue bonds of the Issuer (the "Bonds ") on
behalf of Nashco Hospitality Group, LLC, a Wisconsin limited liability company, and /or a
related entity (collectively, the "Borrower "). The Borrower desires to complete a project
consisting of financing the (i) renovation and remodeling of an 8- story, 179 room hotel,
restaurant and conference center located at One North Main Street in the City of
Oshkosh, Wisconsin (the "Facility "), (ii) acquisition of furniture, fixtures and equipment at
the Facility and (iii) payment of certain costs of issuance (collectively, the "Project ").
The Borrower has represented that the net number of full -time equivalent jobs which the
Project is expected to maintain on the Project site is 23 and that the net number of full -
time equivalent jobs which the Project is expected to create on the Project site is 23.
The Project will significantly increase the number of persons traveling to the City of
Oshkosh for business or recreation.
Pursuant to the terms of Section 66.1103 of the Wisconsin Statutes, all
requirements that the Project be subject to the contracting requirements contained in
Section 66.1103 are waived, the Borrower having represented that it is able to negotiate
satisfactory arrangements for completing the Project and that the Issuer's interests are not
prejudiced thereby.
THE BONDS SHALL NEVER CONSTITUTE AN INDEBTEDNESS OF THE
ISSUER, NOR SHALL THE BONDS GIVE RISE TO ANY PECUNIARY LIABILITY OF
THE ISSUER, NOR SHALL THE BONDS BE A CHARGE AGAINST THE GENERAL
CREDIT OR TAXING POWERS OF THE ISSUER. RATHER, THE BONDS SHALL BE
PAYABLE SOLELY FROM THE REVENUES AND OTHER AMOUNTS TO BE DERIVED
PURSUANT TO THE REVENUE AGREEMENT RELATING TO SAID PROJECT TO BE
ENTERED INTO BETWEEN THE ISSUER AND THE BORROWER.
The Initial Resolution may be inspected in the office of the City Clerk at 215 Church
Avenue, Oshkosh, Wisconsin, during business hours.
TAKE FURTHER NOTICE THAT THE ELECTORS OF THE CITY OF OSHKOSH
MAY PETITION FOR A REFERENDUM ON THE QUESTION OF THE BOND ISSUE.
Unless within thirty (30) days from the date of the publication of this Notice a petition
signed by not less than five percent (5 %) of the registered electors of the City of Oshkosh
is filed with the City Clerk requesting a referendum on the question of the issuance of the
Bonds, the Issuer will issue the Bonds without submitting the proposition for the electors'
approval. If such petition is filed as aforesaid, then the Bonds shall not be issued until
approved by a majority of the electors of the City of Oshkosh voting thereon at a general or
special election.
Pamela R. Ubrig, City Clerk
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CITY HALL
215 Church Avenue
P.O. Box 1130
Oshkosh, Wisconsin
54903 -1130 City of Oshkosh
0
OIHKQlH
TO: Honorable Mayor and Members of the Common Council
FROM: Lynn A. Lorenson, City Attorney
DATE: March 4, 2010
RE: Initial Resolution for Industrial Development Revenue Bond
Financing for Nashco Hospitality Group, LLC
BACKGROUND
Nashco Hospitality Group LLC is requesting that the City of Oshkosh pass an
initial resolution regarding Industrial Development Revenue Bond Financing for
the purpose of financing the renovation and remodeling of the hotel, restaurant
and conference center located at One North Main Street in the City of Oshkosh.
ANAI YSIS
The Initial Resolution would support the issuance of Industrial Development
Revenue Bonds in an amount not to exceed five million five hundred thousand
dollars ($5,500,000.00) to finance the renovation and remodeling of the hotel,
restaurant and conference center located at One North Main Street in downtown
Oshkosh, the acquisition of furniture, fixtures and equipment and the payment of
certain bond issuance costs.
The Initial Resolution is not a commitment to issue bonds. The Initial Resolution
states the City's "official intent" to issue bonds pending the satisfactory
negotiation of the terms of the bonds. Neither the Borrower, nor the City, is
committed to issue the bonds by passing the Initial Resolution. However, under
federal regulations, reimbursement of the Borrower's expenditures from bond
proceeds, if bonds are issued, can only occur if the Initial Resolution is adopted.
The bonds, once issued, can repay expenditures made by the Borrower within
sixty (60) days prior to the adoption of the Initial Resolution and, in general, the
reimbursement must be made no later than three (3) years after the original
expenditure.
co
Memo: IDRB's for Nashco Hospitality Group, LLC: 3/4/10: Page 2
As part of the Initial Resolution, the Council is being asked to make the finding
that the project location meets certain conditions specified in The American
Recovery and Reinvestment Tax Act of 2009, under the Recovery Zone
Economic Development Bonds Section ( "the ARRA "), specifically a significant
increase in the unemployment rate, an increase in the rate of home foreclosures
or general distress. This finding is included in this case to allow the Borrower to
include expenditures for furniture and equipment, which are allowed under the
Recovery Zone Economic Development Bonds but not under other types of
bonding which limit bonding expenditures to land and structural improvements.
FISCAL IMPACT
There is no anticipated fiscal impact on the City from the proposed borrowing.
The initial resolution would provide the property owner with the opportunity to
secure lower interest rate bonds in support of the proposed projects. The bonds
would not be general obligations of the City of Oshkosh and do not count against
the City's borrowing capacity. The City of Oshkosh would not be liable for
payment of principal or interest on the Bonds and would not have ongoing
responsibilities for monitoring or reporting with regard to the bonds or the
proposed projects. Even in the case of a default, the City of Oshkosh would not
be liable for payment on the bonds.
Res ctfully Submitted,
L ' . Lorenso
City Attorney
A roved:
J hn Fitzpatric
Assistant City OMana r