CC – Item 4B – Staff Report- Approval of Economic Development Loan for Garvey Wholesale Beverage �x• stafop
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TO: HONORABLE MAYOR
AND MEMBERS
,�
ROSEMEAD CITY COUNCIL
FROM: FRANK G. TRIPEPI, CITY MANAGER
DATE: Y OCTOBER 9, 1997
RE: APPROVAL OF ECONOMIC DEVELOPMENT LOAN FOR GARVEY
WHOLESALE BEVERAGE
In January 1997, Garvey Wholesale Beverage applied for an economic development loan under
the City's Commercial Loan program. Staff has worked with Garvey Wholesale to define the
project, and complete the environmental process. Under the Commercial Program approved by
the City Council, the City may do general economic development which is not related to
rehabilitation for properties located in its designated Improvement area.
In May, 1996,the property located at 2542 N. San Gabriel Boulevard was purchased by Garvey
Wholesale Beverage for expansion of its thirty(30)year-old Rosemead-based business. At the
time,the property was dilapidated and in need of repair. Garvey Wholesale Beverage worked
with Planning,Building and Public Works to determine the improvements to be made. To date,
Garvey Wholesale Beverage has undertaken all renovations of the property without City
assistance. The business has completed the following improvements, at a cost of$175,000:
▪ Paved the parking lot, sidewalks, and repaired sewer drainage
• installed a new roof
• installed new fencing and block wall
• installed lighting and landscaping in the parking lot
• constructed tenant improvements in the form of in-house offices
• completed exterior paint and stucco
COUNCIL AGENDA
NOV 251997
ITEM No. tr• te:A
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In July, 1996, Garvey Wholesale Beverage Company applied for a rebate under the City's
Commercial Rehabilitation Program. Unfortunately, the City was unable to grant a rebate at that
time because the property was undergoing environmental closure by the bank for clean up of the
property. This environmental clean up was the bank's responsibility under the terms of the
purchase. That issue has since been resolved and the business was able to obtain a closure letter
from the County of Los Angeles in December 1996. However, because improvements needed to
be made to the property as soon as possible after Garvey Wholesale obtained the property,they
decided to invest their own capital in financing those improvements and to ask the City for an
economic development loan to improve cash flow to the business once improvements had been
completed.
The original amount of rebate for which Garvey Wholesale Beverage would have been eligible
was $50,000. Under the City's Commercial Loan Program, a business may receive a loan for up
to $50,000. Garvey Wholesale Beverage is requesting a loan for$50,000 to purchase inventory
and advertising for the holiday season. This loan is anticipated to yield greater business goodwill
and create ongoing increased demand for service. In addition to increased revenue,the increase
in business will allow Garvey Wholesale Beverage to add two full-time positions to the business.
These positions are: (1) Warehouse at$6.00 per hour, and(2) Salesperson at$8.00 per hour.
Under the terms of the note, Garvey Wholesale Beverage would receive a loan for$50,000 for
ten years at six percent(6%)interest. This loan would be deferred for the ten year period if the
company remains in business and continues to own the site. At the end of the ten year period,
after successful completion of the terms and conditions of the Owner Participation Agreement,
Garvey Wholesale Beverage could request that the City forgive the original loan amount.
RECOMMENDATION
Staff recommends that the City Council approve an economic development loan to Garvey
Wholesale Beverage in the amount of$50,000, and that the City Manager be authorized to
execute appropriate agreements.
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CITY OF ROSEMEAD
COMMERCIAL REHABILITATION PROGRAM
OWNER PARTICIPATION AGREEMENT
THIS AGREEMENT made and entered into this_DAY OF , 19, by and
between Garvey Wholesale Beverage, (hereinafter "OWNER")and the City of Rosemead, a
municipal corporation(hereinafter "CITY").
WITNESSETLI
WHEREAS, OWNER is owner of a commercial property commonly known as
Rosemead, CA (the "PROPERTY"), which is legally described in Exhibit "A," attached hereto.
WHEREAS, OWNER is in need of working capital in order to expand operations of the
business which is located in the City designated improvement district.
WHEREAS, CITY is the administrator of federal funds which may be used to provide
incentives for economic development of a privately owned for-profit business,where economic
development will result in job creation and retention and in improvement of the neighborhood.
WHEREAS, OWNER desires to create jobs and expand its business in a qualified area with the
assistance of the financial incentives offered by CITY.
NOW, THEREFORE, for and in consideration of their mutual promises,the OWNER and
the CITY hereby agree as follows:
1. LOAN AMOUNT: CITY shall lend OWNER an amount not to exceed FIFTY
THOUSAND DOLLARS ($50,000) for advertising and to finance the purchase of
inventory in accordance with the Pro Forma attached hereto as Exhibit "B,' and
submission of acceptable evidence to show purchase of same. Loan shall be made
via a note and deed of trust for the property. Said loan shall be for a term of ten (10)
years at six percent(6%)interest. Principal and interest shall be deferred on an
annual basis for the ten year period,provided that OWNER remains in business and
in occupancy of the commercial property listed hereinabove. Should owner sell the
property or the business within that time period,the loan shall become due and
payable, including any interest which may have accrued.
2. FINANCING: OWNER agrees to fmance the cost and expenses of such purchase with
the loan and to finance any costs and expenses incidental to same using private funds.
3. TIME OF PERFORMANCE: OWNER agrees to cause such purchase to be prosecuted
with due diligence and good faith without delay, so that the same will be fully completed
not later than sixty(60)days from execution of this AGREEMENT.
4. CHANGES IN WORK: OWNER shall not permit any amendments of modifications of the
performance of any work without prior written consent of the CITY first being obtained
with respect thereto.
5. JOB CREATION: OWNER shall cause the two positions to be created within sixty(60)
days of execution of this AGREEMENT. OWNER shall allow the CITY to track such
job creation on at least an annual basis and shall provide evidence that of the job title,the
number of hours per week that the job entails, the name of the person holding the created
job. Those jobs are: (1) Warehouse at$6.00, and(1) Salesperson at$8.00. Both jobs,
as agreed to here by CITY and OWNER to be full time positions (FTE).
6. INDEMNIFICATION: OWNER shall indemnify, defend and hold harmless, the CITY its
officers, agents, or employees from and against any loss, liability, or expense from defense
costs, legal fees, and claims for damages that may arise or result from the wrongful acts or
omissions or the allegedly wrongful or negligent acts or omissions of the OWNER, its
officers, agents or employees.
7. EMPLOYMENT DISCRIMINATION: OWNER shall not discriminate against any
employee or application for employment because of race, color, religion, sex, national
origin, age, familial status or handicap. OWNER shall take affirmative action to
ensure that applicants are employed, and that employees are treated during
employment, without regard to their race, color religion, sex, national origin,
age, familial status or handicap. Such action shall include, but not be limited to,
the following: employment, upgrading, demotion or transfer, recruitment or
recruitment advertising, layoff or termination, rate of pay or other forms of
compensation and selection for training including apprenticeship.
OWNER agrees to post in conspicuous place available to employees and
applicants for employment, notices setting forth the provisions of this non-
discrimination clause. OWNER shall, in all solicitations or advertisements for
employees placed by or on behalf of OWNER, state that all qualified applicants will
receive consideration for employment without regard to race, color, religion, sex,
national origin, age, familial status or handicap.
8. INSPECTION OF RECORDS: CITY and the United States Government and/or their
representatives shall have access for purpose of monitoring, auditing, and examining
OWNER'S activities and performance, to books, documents and papers, and the right to
examine records of OWNER'S sub-contractors, bookkeepers and accountants, employees
in regard to said loan. CITY and the United States Government and/or their
representative shall also schedule on-site monitoring at their discretion. Monitoring
activities may also include, but are not limited to, questioning employees and entering
any premises or any site in which any activity funded hereunder are conducted or in
which any of the records of OWNER are kept. Nothing herein shall be construed to
require access to any privileged or confidential information as set forth in Federal or
State law.
In the event OWNER does not make the above-referenced documents available to the
City of Rosemead, California, OWNER agrees to pay all necessary and reasonable
expenses incurred by CITY in conducting any audit at the location where said records
and books of account are maintained.
9. ASSIGNABILITY. OWNER shall not assign or transfer any interest in this
AGREEMENT, whether by assignment, delegation or novation, without the prior
written consent of CITY.
IN WITNESS WHEREOF,the parties hereto have executed this agreement as of the day
and year first set forth hereinabove.
BY:
CITY OF ROSEMEAD PROPERTY OWNER
APPROVED BY CITY ATTORNEY: