HomeMy WebLinkAboutResolutions - 2007.05.10 - 9276May 10, 2007
MISCELLANEOUS RESOLUTION 107118
BY: PLANNING AND BUILDING COMMITTEE, SUE ANN DOUGLAS, CHAIRPERSON
IN RE: PLANNING AND ECONOMIC DEVELOPMENT SERVICES DIVISION RESOLUTION
APPROVING PROJECT PLAN (MARIAN HIGH SCHOOL, INC.PROJECT) - BLOOMFIELD
TOWNSHIP
To Oakland County Board of Commissioners
Chairperson, Ladies and Gentlemen;
WHEREAS The Economic Development Corporation of the County of Oakland
(the "EDC") has recommended that the Board of Commissioners approves the
Project Plan required by the Economic Development Corporations Act (the "Act")
for the captioned Project, a copy of which has been presented to this meeting
(the "Project Plan"); and
WHEREAS the EDC's recommendations to the Board of Commissioners were
based upon its determinations that the Project is reasonable and necessary to
effectuate the purposes of the Act, that the Project Plan satisfies all of the
requirements of the Act regarding project plans and that a letter of credit
issued by a financial institution acceptable to the EDC will be available to
pay debt service; and
WHEREAS the governing body of Bloomfield Township, Oakland County,
Michigan, has also approved the Project Plan and given its consent to the
exercise of jurisdiction over the Project by the EDC; and
WHEREAS the Board of Commissioners has held a public hearing to consider
whether the Project Plan constitutes a public purpose as contemplated by the
Act; and
WHEREAS the Board of Commissioners, following such public hearing and
its review of the Project Plan, hereby certifies, approves and concurs in the
determinations of the EDC with respect thereto.
NOW THEREFORE BE IT RESOLVED that the Oakland County Board of
Commissioners hereby determines that the Project Plan constitutes a public
purpose as contemplated by the Act,
BE IT FURTHER RESOLVED that the Oakland County Board of Commissioners
hereby certifies and approves the Project Plan.
BE IT FURTHER RESOLVED that the EDC is hereby authorized to take such
steps as are necessary tc implement the Project and the financing thereof by
the issuance of its limited obligation revenue bonds as contemplated by the
Project Plan.
BE IT FURTHER RESOLVED that the County Clerk is hereby directed to
provide four certified conies of this resolution to the Assistant Secretary of
the Board of the EDC.
Chairperson, on behalf of the Planning and Building Committee, I move
the adoption of the foregoing resolution.
PLANNING AND BUILDING COMMITTEE
Planning & Building Committee vote:
Motion carried unanimously on a roll call vote
PROJECT PLAN
SUMMARY DESCRIPTION OF
MARIAN HIGH SCHOOL PROJECT
OWNER OF PROJECT: Marian High School, Inc., a Michigan nonprofit corporation (the
"School")
CONTACT PERSON: Margie Adams, Director of Business Operations, Marian High School,
7225 Laliser Road, Birmingham, MI 48301; 248-644-2030/(248) 644-6107
LOCATION OF PROJECT: Bloomfield Township
PROJECT AREA/DISTRICT AREA: See Exhibit A
NATURE OF PROJECT: Construction of a new gymnasium and improvements to tecluiology
infrastructure, and the renovation and conversion of the School's existing multi-purpose
gymnasium into a multi-use auditorium/theater (the "Project")
EMPLOYMENT CREATED OR RETAINED: Retention of 74 existing jobs
TOTAL PROJECT COST: $7,059,238
BONDS TO BE ISSUED: $7,055,000
LETTER OF CREDIT ISSUER OR BOND PURCHASER: Comerica Bank (Letter of Credit
Issuer) and Lancaster Pollard & Co. (Underwriter)
DATE AND EXPIRATION DATE OF LETTER OF CREDIT OR BOND PURCHASE
COMMITMENT: Letter of Credit Commitment dated April 11, 2007, to be accepted by the
School on or before April 16, 2007
THE ECONOMIC DEVELOPMENT CORPORATION
OF THE COUNTY OF OAKLAND
Oakland County, Michigan
Marian High School Project
PROJECT PLAN
CONTENTS
1. Summary Description of Project (Page 1)
2. Project Plan Certification by Company (Page 2)
3. Statutorily Required Information (Page 3)
4. Exhibits
"A" - Project Area Legal Description
"B" - Letter of Credit or Bond Purchaser's Commitment Letter
"C" - Company Certificate Regarding Transfer of Employment
- Company Certificate Regarding Payment of Prevailing Wages
Other
PROJECT PLAN
SUMMARY DESCRIPTION OF
MARIAN HIGH SCHOOL PROJECT
OWNER OF PROJECT: Marian High School, Inc., a Michigan nonprofit corporation (the
"School")
CONTACT PERSON: Margie Adams, Director of Business Operations, Marian High School,
7225 Lahser Road, Binningham, MI 48301; 248-644-2030/(248) 644-6107
LOCATION OF PROJECT: Bloomfield Township
PROJECT AREA/DISTRICT AREA: See Exhibit A
NATURE OF PROJECT: Construction of a new g-ymnasiuni and improvements to technology
infrastructure, and the renovation and conversion of the School's existing multi-purpose
gymnasium into a multi-use auditorium/theater (the "Project")
EMPLOYMENT CREATED OR RETAINED: Retention of 74 existing jobs
TOTAL PROJECT COST: 57,059,238
BONDS TO BE ISSUED: 57,055,000
LETTER OF CREDIT ISSUER OR BOND PURCHASER: Comerica Bank (Letter of Credit
Issuer) and Lancaster Pollard & Co. (Underwriter)
DATE AND EXPIRATION DATE OF LETTER OF CREDIT OR BOND PURCHASE
COMMITMENT: Letter of Credit Commitment dated April 11, 2007, to be accepted by the
School on or hefore April 16, 2007
PROJECT PLAN CERTIFICATION
THIS PROJECT PLAN WAS PREPARED FOR THE
ECONOMIC DEVELOPMENT CORPORATION OF THE
COUNTY OF OAKLAND IN ACCORDANCE WITH THE
REQUIREMENTS OF THE ECONOMIC DEVELOPMENT
CORPORATIONS ACT, ACT NO. 338 OF THE MICHIGAN
PUBLIC ACTS OF 1974, AS AMENDED.
THE UNDERSIGNED HAS PROVIDED ALL OF THE
INFORMATION CONTAINED HEREIN AND HEREBY
CERTIFIES AS TO THE ACCURACY AND VALIDITY OF
SUCH INFORMATION AS OF THIS DATE.
THE UNDERSIGNED UNDERSTANDS THAT THIS PROJECT
PLAN IS STATUTORILY REQUIRED AND, IF IT CONTAINS
ANY MATERIAL MISREPRESENTATION OR
INACCURACY, COULD RESULT IN THE INVALIDATION
OF THE ECONOMIC DEVELOPMENT CORPORATION
PROCEEDINGS REGARDING THE PROJECT TO WHICH
THE PROJECT PLAN PERTAINS.
MARIAN HIGH SCHOOL, INC.
By: A4zif4/94%1
Its: Mix/Rd
Dated: April 2007
2
PROJECT PLAN
STATUTORILY REQUIRED INFORMATION REGARDING
MARIAN HIGH SCHOOL PROJECT
I. THE LOCATION AND EXTENT OF EXISTING STREETS AND OTHER
PUBLIC FACILITIES WITHIN THE PROJECT DISTRICT AREA, THE LOCATION,
CHARACTER, AND EXTENT OF THE CATEGORIES OF PUBLIC AND PRIVATE LAND
USES NOW EXISTING AND PROPOSED FOR THE PROJECT AREA, INCLUDING
RESIDENTIAL, RECREATIONAL, COMMERCIAL, INDUSTRIAL, EDUCATIONAL, AND
OTHER USES; AND A LEGAL DESCRIPTION OF THE PROJECT AREA:
The Project Area consists of an approximately 15-acre site owned by the Sisters, Servants of the
Immaculate Heart of Mary, which is leased in its entirety exclusively to the School for nonprofit
educational purposes and activities, including its current use as a private high school for girls.
There are no public streets or other public facilities within the Project District Area.
Legal description of Project Area attached as Exhibit A.
A DESCRIPTION OF EXISTING IMPROVEMENTS LN THE PROJECT AREA
TO BE DEMOLISHED, REPAIRED, OR ALTERED; A DESCRIPTION OF REPAIRS AND
ALTERATIONS; AND AN ESTIMATE OF THE TIME REQUIRED FOR COMPLETION:
The School's existing multi-purpose gymnasium will be renovated and converted into a multi-
use auditorium/theater. As discussed below in part IV, this phase of the Project is expected to
commence in July 2007 and to be completed by September 2007.
III, TELE LOCATION, EXTENT, CHARACTER, AND ESTIMATED COST OF
THE IMPROVEMENTS, INCLUDING REHABILITATION CONTEMPLATED FOR THE
PROJECT AREA, AND AN ESTIMATE OF THE TIME REQUIRED FOR COMPLETION:
The Project consists of the construction of a new gymnasium and the acquisition and installation
of improvements to technology ("Phase I"), and the renovation and conversion of the School's
existing multi-purpose gymnasium into a multi-use auditorium/theater ("Phase II"). The
gymnasium will add 21,731SF to the existing 112,750SF of buildings on the School's campus.
Costs for Phase I are estimated to be S4.65 million. Phase II renovation costs are estimated to be
$1.95 million.
3
The current breakdown of estimated costs of the Project and related bond financing are as
follows:
Land
Buildings (purchase or construction)
Buildings (renovation)
$ -0-
3,743,124
1,677,952
Site Work (land prep., utilities, landscaping) 196,983
Machinery and Equipment (technology) 300,000
Engineering Fees 348,000
Legal Fees 70,000
Financing Fees & Costs 259,238
Other Costs (specify) 200,000 (capitalized interest)
Contingency 263,941
Total Project Cost $7,059,238
IV. A DESCRIPTION OF THE CONSTRUCTION OR STAGES OF
CONSTRUCTION PLANNED, AND THE ESTIMATED TLIVIE OF COMPLETION OF EACH
STAGE:
The Project is being constructed in two phases in order to expand, improve, and renovate the
existing School facilities with limited disruption to students. The construction period for Phase I
is estimated to be from June 2006 to June 2007. The construction period for Phase II is
estimated to be from July 2007 to September 2007.
V. A DESCRIPTION OF THE PARTS OF THE PROJECT AREA TO BE LEFT
AS OPEN SPACE AND THE USE CONTEMPLATED FOR THE SPACE:
The principal areas of existing and continuing open space are the School's athletic fields in the
South part of the campus.
4
VI, A DESCRIPTION OF PORTIONS OF THE PROJECT AREA WHICH THE
ECONOMIC DEVELOPMENT CORPORATION OR THE COMPANY DESIRES TO SELL,
DONATE, EXCHANGE OR LEASE TO OR FROM THE MUNICIPALITY AND THE
PROPOSED TERMS:
Not Applicable
VII A DESCRIPTION OF DESIRED ZONING CHANGES AND CHANGES IN
STREET, STREET LEVELS, INTERSECTIONS AND UTILITIES:
None
VIII A DESCRIPTION OF THE PROPOSED METHOD OF FINANCING THE
PROJECT, NCLUDING ATTACHMENT OF A COPY OF THE LETTER OF CREDIT OR
BOND PURCHASER'S COMMITMENT LETTER:
The Project is proposed to be financed through the issuance of $7,055,000 in principal amount of
tax-exempt variable rate demand bonds by the Oakland County Economic Development
Corporation, which are to be secured by the letter of credit of Comerica Bank and purchased by
Lancaster Pollard & Co., as underwriter, and sold to institutional and other accredited investors.
5
Copy of Letter of Credit or bond purchaser's commitment letter attached as Exhibit B.
DC. A STATEMENT REGARDING THE PAYMENT OF PREVAILING WAGE
AND FRINGE BENEFIT RATES AS DETERMINED PURSUANT TO ACT NO. 166 OF THE
MICHIGAN PUBLIC ACTS OF 1965, AS AMENDED (REGARDING WAGES ON STATE
CONTRACTS):
See Exhibit D
X. A LIST OF PERSONS WHO WILL MANAGE OR BE ASSOCIATED WITH
THE MANAGEMENT OF THE PROJECT FOR A PERIOD OF NOT LESS THAN 1 (ONE)
YEAR FROM THE DATE OF APPROVAL OF THE PROJECT PLAN:
Sister Lenore M. Pocheiski, IHM, President
Sister Kathleen Budesky, IHM, Principal
Margaret C. Adams, Director of Business Operations
XI. DESIGNATION OF THE PERSON OR PERSONS, NATURAL OR
CORPORATE, TO WHOM THE PROJECT IS TO BE LEASED, SOLD OR CONVEYED
AND FOR WHOSE BENEFIT THE PROJECT IS BEING UNDERTAKEN, TO THE EXTENT
THAT INFORMATION IS PRESENTLY AVAILABLE:
The Project is being developed solely for the use of the School.
XII. IF THERE IS NOT AN EXPRESS OR EvIPLIED AGREEMENT WITH A
PERSON OR PERSONS, NATURAL OR CORPORATE, THAT THE PROJECT WILL BE
LEASED, SOLD, OR CONVEYED TO THOSE PERSONS, THE PROCEDURES FOR
BIDDING FOR THE LEASING, PURCHASING OR CONVEYING OF THE PROJECT
UPON ITS COMPLETION:
Not applicable
6
XIII. ESTIMATES OF THE NUMBER OF PERSONS RESIDING IN THE PROJECT
AREA AND THE NUMBER OF FAMILIES AND INDIVIDUALS TO BE DISPLACED, IF
OCCUPIED RESIDENCES ARE DESIGNATED FOR ACQUISITION AND CLEARANCE,
INCLUDE A SURVEY OF THE FAMILIES AND INDIVIDUALS TO BE DISPLACED,
INCLUDING THEIR INCOME AND RACIAL COMPOSITION, A STATISTICAL
DESCRIPTION OF THE HOUSING SUPPLY TN THE COMMUNITY, INCLUDING THE
NUMBER OF PRIVATE AND PUBLIC UNITS N EXISTENCE OR UNDER
CONSTRUCTION, THE CONDITION OF THOSE N EXISTENCE, THE NUMBER OF
OWNER-OCCUPIED AND RENTER-OCCUPIED UNITS, THE ANNUAL RATE OF
TURNOVER OF THE VARIOUS TYPES OF HOUSING AND THE RANGE OF RENTS
AND SALE PRICES, AN ESTIMATE OF THE TOTAL DEMAND FOR HOUSING IN THE
COMMUNITY, AND THE ESTIMATED CAPACITY OF PRIVATE AND PUBLIC
HOUSING AVAILABLE TO DISPLACED FAMILIES AND INDIVIDUALS:
None
XIV. A PLAN FOR ESTABLISHING PRIORITY FOR THE RELOCATION OF
PERSONS DISPLACED BY THE PROJECT N NEW HOUSING IN THE PROJECT AREA:
Not Applicable
XV. PROVISION FOR THE COSTS OF RELOCATING PERSONS DISPLACED
BY THE PROJECT AND FINANCIAL ASSISTANCE AND REIMBURSEMENT OF
EXPENSES, INCLUDING LITIGATION EXPENSES AND EXPENSES INCIDENT TO THE
7
TRANSFER OF TITLE, IN ACCORDANCE WITH THE STANDARDS AND PROVISIONS
OF THE FEDERAL 'UNIFORM RELOCATION ASSISTANCE AND REAL PROPERTY
ACQUISITION POLICTRS ACT OF 1970,42 U.S.C. 4601 TO 4655:
Not Applicable
XVI. A PLAN FOR COMPLIANCE WITH ACT NO. 227 OF THE MICHIGAN
PUBLIC ACTS OF 1972, WHICH PERTAINS TO PROVIDING FINANCIAL ASSISTANCE,
ADVISORY SERVICES AND REIMBURSEMENT OF CERTAIN EXPENSES TO
DISPLACED PERSONS:
Not Applicable
XVII. OTHER MATERIAL AS THE ECONOMIC DEVELOPMENT
CORPORATION, LOCAL PUBLIC AGENCY, OR GOVERNING BODY CONSIDERS
PERTINENT:
Not Applicable
8
Exhibit A
PROJECT AREA LEGAL DESCRIPTION
EIEEERMSIESMIEMS
M4ULEARCEL=-TALLIACLa-41E351=00
PART OF THE SOUTHWEST 1/4 OF SECTION 34, T.2N., R.10E.,
BLOOMFIELD TOWNSHIP, OAKLAND COUNTY, MICHIGAN, DESCRIBED AS
BEGINNING AT A DISTANT S.0422'401'4, 1019.37 FEET FROM THE WEST
114--CORNER --OF-SAID-SECTION-43FTHENCE CONTINUING S.04-2240"W.
430.00 FEET: THENCE S.8815'40sE. 1272.94 FEET; THENCE
N.04'22.401. 363.96 FEET; THENCE N.8$"372014/. 1271.23 FEET TO
THE POINT OF BEGINNING; CONTAINING 11.59 ACRES AND EfENG
SUBJECT TO THE RIGHTS OF THE PUBLIC IN LAHSER ROAD.
0.021E6E-EgaiL - TAX I.D, NO. la-34-351-01Q
LOT 40 OF "SUPERVISOR'S PLAT OF BERKSHIRE FOREST NO.1", OF
PART OF THE SOUTHWEST 1/4 OF SECTION 34, 1.214" R.10E.,
IA BLOOMFIELD TOWNSHIP, OAKND couNrr, MICHIGAN, AS RECORDED IN
USER 13, PAGES 39 OF PLATS, OAKLAND COUNTY RECORDS.
LOT 53 OF 'SUPERVISOR'S PLAT OF BERKSHIRE FOREST NO.1", OF
PART OF THE SOUTHWEST 1/4 OF SECTION 34, T.2N., R.10E.,
BLOOMFIELD TOWNSHIP, OAKLAND COUNTY, MICHIGAN, AS RECORDED N
USER 13, PAGES 39 OF PLATS, OAKLAND COUNTY RECORDS.
Exhibit B
LETTER OF CREDIT OR
BOND PURCHASER'S COMMITMENT LETTER
MARIAN HIGH SCHOO
By:
ComencA Bank
April 11,2007
Marian High School
do Lancaster Pollard & Company
5755 North Point Parkway
Alpharetta, Georgia 30022
Attn: Ritchie Dickey
Dear Mr. Dickey:
This letter (this "Commitment Letter") constitutes the commitment of Comerica Bank (the "Bank") to
provide the credit facilities described in the attached Summary of Terms and Conditions ("Term Sheet") to Marian
High School (the "Borrower"), subject to the terms and conditions described in the Term Sheet and the attached
General Conditions. This Commitment replaces the commitment letter issued by Comerica Bank dated January 11,
2007, which by its terms expired.
This Commitment Letter may be accepted by the Borrower's execution and return of one original of this
Commitment Letter to the Bank. Unless this Commitment Letter is so accepted before 5:00 p.m. (Eastern Time) on
April 16, 2007. this Commitment Letter (unless extended by Bank in its sole discretion) will automatically expire by
its terms and will no longer be subject to acceptance.
On behalf of the Bank, we appreciate the opportunity to build a lasting and mutually beneficial relationship
with you and welcome any questions or comments that you might have regarding this commitment.
COMERICA BANK
By: Mark R. Pierzecki
Mark R.. Pierzecki
Its: Vice President
Its: PAthfrd /./WI
Accepted: April A, , 2007
Attachments: Summary of Terms and Conditions
General Conditions
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SUMMARY OF TERMS AND CONDITIONS
Loan Financing for
Marian High School ("Borrower")
Provided by Comerica Bank ("Bank")
Date of Commitment Letter:
Borrower:
Name of Financial Institution:
Contact Person:
Address:
Phone Number:
E-Mail Address:
April 11,2007
Marian High School
Comerica Bank
Mark R. Pierzecki
500 Woodward Avenue, 9`1 Floor
Detroit, MI 48226-3266
313-222-3070
mark_r_pierzecki(a)comerica.corn
Provider's Long Term/Short T erm Ratings:
Moody's:
S&P:
Fitch:
Al/P1 (affirmed: 08/04/2005)
A+/A1 (affirmed: 11/23/2004)
A+/F1 (affirmed: 10/12/2004)
Legal Counsel:
Maximum Counsel Fee:
Letter of Credit
Amount:
Use of Proceeds:
Term:
Up-front Fee:
Annual Letter of Credit Fee:
Draw Fees:
Comerica Bank is under neither credit watch nor credit review by any
of the above rating agencies. The ratings provided by the above
agencies have been in &et since 2000 -- Fitch (June) and Moody 's
and S&P (November).
David R. Mitchell
Miller, Canfield, Paddock and Stone. P.L.C.
150 West Jefferson, Suite 2500
Detroit, Michigan 48226
Phone: (313) 496-7593 Fax: (3:3) 496-8451
E-mail: mitchell@millercanfield.COM
Legal fees through and including the closing of the credit facilities are
capped at $14,000.
$ 7.055.000.00 plus applicable interest coverage.
To serve as credit enhancement and liquidity support for tax-exempt
bonds that will pay off the Line of Credit (Facility A) and provide new
proceeds for the renovation and conversion of the existing multi-use
gymnasium into a multi-use auditorium / theater.
A 5-year "evergreen" letter of credit term as elected by the Borrower,
renewable annually at the discretion of the Bank to maintain a continual
5-year term.
SO
5-Year Term: 55 bps per annum
S 250.00 per principal, interest and purchase draw
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Letter of Credit Fee shall be calculated annually in advance based upon
the then outstanding Letter of Credit amount (including principal and
interest), Such fee shall be computed for the actual number of days
elapsed, based on a 360-day year.
Payment Frequency of Annual Fees:
Amortization:
Seetirity:
Reporting Requirements:
Other Terms and Conditions:
Financial Covenants:
If the Letter of Credit is drawn:
Interest Rate:
The annual Letter of Credit Fee shall be payable quarterly in advance.
The bonds shall amortize over a twenty-five (25) year period with
payments of interest only during years 1 through 15, and mortgage-
style amortization during years 16 through 25. The Letter of Credit
shall reduce accordingly.
Security for this transaction shall consist of the following:
1. Negative pledge and deferred first real estate mortgage and
assignment of leases and rents on the real property and all
improvements located on the Borrower's campus.
2. Pledge of bonds held for re-marketing.
Reporting requirements shall consist of the following:
1. Annual audited financial statements of the Borrower within
150 days of the fiscal year end;
2. Quarterly company-prepared financial statements (income
statement and balance sheet) of the Borrower within 60 days
of the quarter end;
3. Quarterly covenant compliance certificate certified by the
CFO within 60 days of the quarter end; and
4. Other reports or information that Comerica Bank may require
from time to time.
The proposed Letter of Credit will be cross-defaulted to all documents
and agreements governing existing and future indebtedness of the
Borrower. It will contain standard covenants deemed appropriate for a
transaction of this structure and creditworthiness and incorporate the
covenants contained within the related Bond documents.
Proposed financial covenants shall include (covenants shall be tested on
a quarterly basis, except as specified, and shall be based on the
performance of Borrower):
1. Minimum Interest Coverage Ratio of not less than 1.0 : 1.0.
Tested Quarterly on a rolling 4-quarter basis
Defined as: (increase or decrease in Net Assets (as defined in
audited financials) — capital campaign donations -t- unrealized
losses (unrealized gains) depreciation expense + interest
expense) / (interest expense)
2. Minimum Cash and Investments level — tested semi-annually
To be set upon receipt of the Borrower's projected balance sheets
for the next five fiscal years.
Defined as: Minimum of 80% of Borrower's projected total cash
and investment balances in each year
Failed Remarketing: Prime
Event of Default: Prime 3.00%
Repayment Terms: Borrower shall immediately reimburse Comerica for draws related to
interest payments.
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Events of Default:
No Adverse Changes:
Depository Relationship:
Subject To:
In the event of a failed remarketing, Comerica Bank will fund a term
loan for the principal amount of the bonds 'put'. The loan will mature
on the date the Letter of Credit was set to expire and will amortize on a
schedule equal to that which would have been required on the bonds.
I. Bankruptcy or insolvency of the Borrower or the Sisters, Servants
of the Immaculate Heart of Mary;
2. Default under the Bond document covenants or those covenants
deemed appropriate for this transaction;
3. Failure to make payment when due under this facility; and
4. Other standard defaults customary to this type of transaction.
Nothing shall have occurred prior to closing which in the opinion of
Comerica Bank has had or could have a materially adverse effect on the
financial condition of the Borrower.
) The Borrower shall maintain and continue all existing depository
relationships (at existing or greater than current average collected
deposit levels), and other ancillary services, with Comerica Bank.
Additionally, Borrower shall give Comerica Bank the opportunity to
bid on additional banking services as applicable, including: Treasury
Management, Investment Management, and Custodial Services.
2) One year prior to the first scheduled principal payment, the
Borrower shall establish an escrow account (sinking fund) at Comerica
Bank for the purpose of reimbursing Comenca Bank for draws related
to scheduled principal redemptions, and the escrow deposits in the
amount of one-quarter of the next scheduled principal redemption shall
be required quarterly in advance.
. As a condition to closing, Comerica Bank must be provided with
all information required by it in form and content satisfactory to
the Bank, The financing documents shall be in form satisfactory to
the Bank and its legal counsel.
2. Satisfactory review of the Borrower's financial operations,
including receipt of most recent quarter ended financial results.
Also, Comerica Bank requests the opportunity to meet with
management of Marian High School within two weeks of this
signed commitment letter.
3. Receipt of a guaranteed fixed price construction contract with an
acceptable, experienced, and financially sound general contractor,
4. Term of Borrower's lease with Sisters, Servants of Immaculate
Heart of Mary must be extended for an additional 10 year period at
least 1 year prior to its expiration.
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COMERICA BANK
GENERAL CONDITIONS
Supporting Documents. The Bank's obligation to close the financing transaction described in the
attached commitment letter ("Letter") is subject to the Bank's receipt of the following, satisfactory to the Bank in all
respects, at least ten (10) days prior to the closing date:
(a) Entity Documentation. For each party, the following (as applicable) together with any
other documents that the Bank may require to evidence the authority of the person signing on the party's behalf:
For partnerships, a copy of the executed partnership agreement, as amended,
filed partnership certificates, qualification as a foreign limited partnership (if required) and resolutions of the
Partners of the Partnership and appropriate governmental filings and assumed name filings and/or trade name
filings.
(ii) For corporations, certified copies of the articles of incorporation, as amended,
bylaws, as amended, good standing certificate, qualification to conduct business as a foreign corporation (if
required), incumbency certificate and corporate resolutions of the board of directors and, if required by the Bank,
shareholders of the party.
(iii) For limited liability companies, certified copies of the articles of organization, as
amended, operating agreement, as amended, good standing certificate, qualification to conduct business as a foreign
limited liability company (if required), incumbency certificate and resolutions of the members of the limited liability
company.
(iv) For trusts and trustees, certified copies of the trust agreement and certificates of
trust existence.
All documents submitted to the Bank must be certified within thirty (30) days of the closing date by the appropriate
governmental official and/or authorized person(s) on .behalf of the party.
(b) Insurance Policies. Insurance policies (or certificates on ACORD forms 25 and 27)
issued by companies acceptable to the Bank for the following types of insurance coverage, in amounts satisfactory
to the Bank:
(i) Comprehensive general liability and property damage insurance.
(ii) Fire and extended coverage insurance on a replacement form with inflation-
guard, vandalism and malicious mischief endorsements.
(iii) Rent loss or business interruption insurance covering a period of not less than
twelve (12) months.
(iv) Flood insurance, unless evidence is provided that real estate collateral is not
located in a federally designated flood plain area.
All policies of insurance must name the Bank as mortgagee, lender loss payee and additional
insured, as applicable. Each policy of insurance must provide that it will not be modified, amended or cancelled
without thirty (30) days' prior written notice to the Bank. All policies must include appropriate clauses pursuant to
which the insurance carriers waive all rights of subrogation against the insured party and all additional insured
parties with respect to all losses payable under such policies. The Borrower must deliver originals of the insurance
policies (or certificates on ACORD forms 25 and 27) at or prior to the closing date, together with evidence that all
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insurance policies are paid in full and are in full force and effect. All policies of insurance must contain appropriate
clauses that any loss otherwise payable under such policies will be payable notwithstanding any act or negligence of
the Bank or the Borrower.
Financial Statements; Credit References. Current financial statements of the Borrower
and such other persons or entities connected with the transaction as the Bank may request. Credit reports and trade
references for the Borrower and any other person or entity connected with the transaction as the Bank may request
or seek,
(d) Governmental Licenses and Approvals. Evidence (or other satisfactory confirmation) of
all material licenses required for the Borrower to conduct its present business and activities and evidence (or other
satisfactory confirmation) of compliance with all laws, ordinances, rules, regulations and restrictions affecting the
collateral and/or the consummation of the transaction described in the Letter.
(e) Tax Bills. Copies of the most recent tax bills relating to the collateral and evidence that
all tax bills have been paid in full.
(f) Search Results. UCC, tax lien and litigation search results as to the Borrower and any
other person or entity as the Bank may request, certified as of a date within sixty (60) days (or more current if
required by the Bank) of the closing date.
(g) Additional Documents. Such other documents, instruments, opinions and/or assurances
as the Bank may reasonably require.
2. Documents. On the closing date, the Borrower must execute and/or deliver to the Bank all
documents, monies, instruments and other items required by the Letter, the General Conditions or otherwise. The
Bank's obligation to close the transaction described in the Letter is subject to the receipt and approval by the Bank
and its counsel of all such items.
3. Interpretation. The Letter and the General Conditions, and the terms of the transaction described
in the Letter, will be construed in accordance with the laws of the State of Michigan.
4. Termination, The Letter will terminate and the Bank shall not be obligat6d to close the credit
facilities if there has been any misrepresentation by the Borrower as to any information provided to the Bank, any
material adverse change in the condition of the Borrower and/or the collateral or, if at the time of closing, a default
would exist under the Reimbursement Agreement or any other loan document at the time of execution, or if an event
has occurred at such time which, with notice and/or the passage of time, would constitute a default.
5. Assignment, The Letter is issued for the benefit of the Borrower and shall not be sold, assigned or
in any way conveyed without the prior written approval of the Bank. The Bank may assign its interest under the
Letter to any affiliate or subsidiary of the Bank. Further, the Bank may sell participations in the credit facilities to
such parties as the Bank deems appropriate.
6. Prior Agreements. The Letter and the General Conditions shall supersede all other applications
and commitments, either written or oral, previously entered into between the Borrower and the Bank with respect to
the credit facilities described in the Letter. Further, the Bank shall have no obligation to extend or renew the credit
facilities beyond the term set forth in the Letter.
7. Warranties. The Borrower warrants that all information submitted to the Bank in connection with
the credit facilities is factual and correct. The representations made in any material which has been or will be
submitted to the Bank are made to induce the Bank to make the credit facilities to the Borrower. The Bank shall
have no obligation to close the credit facilities in the event any such representation is untrue. In addition, by
accepting the Letter, the Borrower is deemed to have authorized the Bank to conduct investigations and inquiries as
to credit and collateral as the Bank deems necessary or desirable in connection with the making of the credit
facilities and/or the monitoring of the credit facilities.
- 6 -
DEL03:2806013.5\088888-01289
DELIB:2806013.7 T22751-06756
8. Fees and Expenses. The Borrower will be responsible for the payment of all costs, fees and
expenses incident to the credit facilities, whether Or not closed, including, without limit, attorneys' fees (subject to a
cap of £14,000 for attorneys' fees incurred through and including the closing of the credit facilities), inspection fees,
CCC and tax lien search fees, and recording and filing fees. All fees, costs and expenses will be paid by the
Borrower at closing or on demand.
9. Definitions. All defined terms in the General Conditions have the same meaning as set forth in the
Letter to which the General Conditions are attached, unless the context clearly requires otherwise.
- 7 -
DELIB:2806013.5 088888-01289
DELI .2806013.7 \ 02275 I -06756
By:
Dated: April 13, 2007
Its: /1W/470414 frja/( giefV1—
Exhibit C
COMPANY CERTIFICATE REGARDING
TRANSFER OF EMPLOYMENT
(Marian High School Project)
The undersigned, Marian High School, Inc., a Michigan nonprofit corporation (the
"School"), hereby certifies to The Economic Development Corporation of the County of Oakland
(the "EDC") as follows:
1. This Certificate is made and based upon the best of the School's knowledge and
belief, only after thorough investigation and discussion with all owners of the School and others
who might have knowledge regarding the subject matter.
2. The School acknowledges that this Certificate will be employed by the EDC as
the sole basis for the EDC's certification to the Board of Commissioners of the County of
Oakland as to transfer of employment as required by Section 8(3) of the Economic Development
Corporations Act, Act No. 338 of the Michigan Public Acts of 1974, as amended (the "Act").
3. The School understands that the EDC's Certification to the Board of
Commissioners of the County of Oakland is a statutory requirement which, if improperly made
or based upon any material misrepresentation or inaccuracy, might invalidate the proceedings
regarding the Marian High School Project (the "Project") pursuant to which the EDC expects
ultimately to issue its limited obligation economic development revenue bonds to finance all. or
part of the Project.
4. As of the date hereof, the Project shall not have the effect of transfen -ing
employment of more than 20 frill-time persons from a municipality (as that term is defined in the
Act) of this State to Bloomfield Township, Michigan, the municipality in which the Project will
be located.
5. The School understands that a covenant to effectuate the purposes of this
Certificate will be included in those covenants to be made by the School when bonds are issued
by the EDC for the benefit of the Project.
MARIAN HIGH SCHOOL, INC., a
Michigan nonprofit corporation
Exhibit D
COMPANY CERTIFICATE REGARDING
PAYMENT OF PREVAILING WAGES
(Marian High School Project)
The undersigned, Marian High School, Inc., a Michigan nonprofit corporation (the
"School"), hereby certifies to The Economic Development Corporation of the County of Oakland
(the "EDC") as follows:
1. The School understands that this Certificate is a statutory requirement under the
Economic Development Corporations Act, Act No. 338 of the Michigan Public Acts of 1974, as
amended (file "Act") which, if improperly made or based upon any material misrepresentation or
inaccuracy, might invalidate the proceedings regarding the Marian High School Project (the
"Project") pursuant to which the EDC expects ultimately to issue its limited obligation economic
development revenue bonds to finance all or pat of the Project.
2. Within the meaning and intent of Section 8(4)(h) of the Act, all persons
performing work on the construction of the Project will be paid the prevailing wage arid fringe
benefit rates for the same or similar work in the locality in which the work is to be performed, as
determined pursuant to Act No. 166 of the Michigan Public Acts of 1965, as amended.
MARIAN HIGH SCHOOL, INC.
By: /1thA 144911.1
z /tit/
Dated: April 13, 2007
BPI 561467v1
EHO]\746030,3
TD\BVEI
Ruth-775hTfson, County Clerk
Resolution #07118 May 10, 2007
Moved by Potter supported by Gregory the resolutions (with fiscal notes attached) on the amended
Consent Agenda, be adopted (with accompanying reports being accepted).
AYES: Burns, Coulter, Douglas, Gershenson, Gingell, Gosselin, Gregory, Greimel, Hatchett,
Jacobsen, Long, Middleton, Nash, Potter, Potts, Rogers, Scott, Spector, Suarez, Woodward,
Zack, Bullard. (22)
NAYS: None. (0)
A sufficient majority having voted in favor, the resolutions (with fiscal notes attached) on the amended
Consent Agenda, were adopted (with accompanying reports being accepted).
I HEREBY APPROVE THE FORAOING RESCIUTION
ACTING PURSUANT TO 1973 PA 139
STATE OF MICHIGAN)
COUNTY OF OAKLAND)
I, Ruth Johnson, Clerk of the County of Oakland, do hereby certify that the foregoing resolution is a true and
accurate copy of a resolution adopted by the Oakland County Board of Commissioners on May 10, 2007, with
the original record thereof now remaining in my office.
In Testimony Whereof, I have hereunto set my hand and affixed the seal of the County of Oakland at Pontiac,
Michigan this 10th day of May, 2007.