HomeMy WebLinkAbout1472 Rename Hoover Universal documents to Adient US LLC BILL NO. 2016-032 ORDINANCE NO. Y
AN ORDINANCE AUTHORIZING THE DELIVERY OF AN OMNIBUS ASSIGNMENT,
ASSUMPTION, AND AMENDMENT OF BOND DOCUMENTS RELATED TO THE CITY'S
RECOVERY ZONE FACILITY REVENUE BONDS (HOOVER UNIVERSAL, INC.), SERIES
2010, TO MAKE CERTAIN MODIFICATIONS TO THE BOND DOCUMENTS RELATED TO
SAID BONDS.
WHEREAS, the City of Riverside, Missouri, a fourth-class city and political subdivision of
the State of Missouri (the "City"), is authorized and empowered pursuant to the provisions of
Article VI, Section 27(b) of the Missouri Constitution, as amended, and Sections 100.010 through
100.200, inclusive, of the Revised Statutes of Missouri, as amended (RSMo) (collectively, the
"Act"), to purchase, construct, extend and improve certain projects (as defined in Section 100.010
RSMo) and to issue industrial development revenue bonds for the purpose of providing funds to
pay the costs of such projects and to lease or otherwise dispose of such projects to private
persons or corporations for manufacturing, commercial, warehousing and industrial development
purposes upon such terms and conditions as the City shall deem advisable; and
WHEREAS, pursuant to the Act, the governing body of the City passed Ordinance No.
1043 (the "Ordinance") on December 14, 2010, authorizing the issuance of its Recovery Zone
Facility Revenue Bonds (Hoover Universal, Inc. Project), Series 2010, in the maximum
aggregate principal amount $20,000,000 (the "Bonds"), for the purpose of the acquisition of real
property and the construction of a manufacturing facility thereon, including the purchase and
installation of equipment and fixtures related thereto (the "Project'), located at 4101 Mattox
Road in Riverside, Missouri (the "Project Site"), for the Hoover Universal, Inc. ("Hoover"); and
WHEREAS, pursuant to the Ordinance, the City (i) entered into a Trust Indenture dated
as of December 15, 2010 (the "Indenture") with LIMB Bank, to issue and secure the Bonds, (ii)
entered into a Lease Agreement dated as of December 15, 2010 (the "Lease Agreement") with
Hoover, pursuant to which the City, as lessor, acquired title to the Project and leased the Project
to the Company in consideration of rentals which will be sufficient to pay the principal of and
interest on the Bonds, (iii) entered into a Memorandum of Lease Agreement dated December
15, 2010 (the "Lease Memorandum") with Hoover, which was filed for record December 21,
2010 and recorded as Document No. 2010016473 in the office of the Recorder of Deeds of
Platte County, Missouri, (iv) entered into a Performance Agreement dated December 15, 2010
(the "Performance Agreement") with Hoover, and (v) entered into a Memorandum of
Performance Agreement dated December 15, 2010 (the "Performance Memorandum," and
together with the Indenture, the Lease Agreement, the Lease Memorandum, and the
Performance Agreement, collectively referred to herein as the "Bond Documents"), with Hoover,
which was filed for record on December 21, 2010 and recorded as Document No. 2010016472
in the office of the Recorder of Deeds of Platte County, Missouri; and; and
WHEREAS, Adient US LLC ("Adient') desires to purchase the Bonds, and with the City,
amend the Bond Documents to memorialize the fact that the Bonds will now be Taxable
Industrial Revenue Bonds (Adient US LLC Project), Series 2016 and to make other conforming
changes; and
WHEREAS, Hoover desires to assign to Adient and Adient wishes to assume from
Hoover, all of Hoover's rights, benefits, privileges, and obligations under the Lease Agreement
and the Performance Agreement.
NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF ALDERMEN OF THE
CITY OF RIVERSIDE, MISSOURI, AS FOLLOWS:
Section 1. Authorization of Omnibus Assignment, Assumption, and Amendment
to Bond Documents. In order to amend the Bond Documents to reflect that the Bonds will now
be Taxable Industrial Revenue Bonds (Adient US LLC Project), Series 2016 and to make other
conforming changes, the City is hereby authorized to enter into the Omnibus Assignment,
Assumption, and Amendment of Bond Documents dated as of the date set forth therein (the
"Agreement"), with Hoover, Adient and the Trustee, in substantially the form presented to and
reviewed by the Board of Aldermen of the City (a copy of which, upon execution, will be filed in the
office of the City Clerk), with such changes therein as shall be approved by the officers of the City
executing the Agreement, such officers' signatures thereon being conclusive evidence of their
approval thereof.
Section 2. Further Authority. The City shall, and the officers, employees and agents
of the City are hereby authorized and directed to execute such other documents, certificates and
instruments and take such actions as may be necessary or desirable to carry out and comply with
the intent of this Ordinance and to carry out, comply with and perform the duties of the City with
respect to the Agreement.
Section 3. Effective Date. This Ordinance shall take effect and be in full force from
and after its passage and adoption by the City Council and approval by the Mayor.
BE IT REMEMBERED that the above was read two times by heading only, passed and
approved by a majority of the Board of Aldermen and APPROVED by the Mayor of the City of
Riverside, Missouri, this 19th day of July, 2016.
® Ka Teen L. Rose, Mayor
ATTFdT:
Robin Kint*9id,.GityClerk
APPROVED AS TO FORM:
�.X
City Attorney
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OMNIBUS ASSIGNMENT ASSUMPTION.AND AMENDMENT OF BOND DOCUMENTS
THIS OMNIBUS ASSIGNMENT, ASSUMPTION, AND AMENDMENT OF BOND
DOCUMENTS (the "Agreement") is made and entered into as of , 2016 (the "Effective
Date"), by the CITY OF RIVERSIDE, MISSOURI, a fourth-class city organized and existing under the
laws of the State of Missouri(the"City"),UMB BANK,N.A., a national banking association organized and
existing under the laws of the United States("UMB Bank"),HOOVER UNIVERSAL,INC., a Michigan
corporation("Hoover"),and ADIENT US LLC,a Michigan limited liability company("Adient").
RECITALS
WHEREAS, The City is authorized and empowered pursuant to the provisions of Article VI,
Section 27(b), of the Missouri Constitution, as amended, and Sections 100.010 through 100.200, inclusive,
of the Revised Statutes of Missouri, as amended(collectively,the"Act"),to purchase,construct,extend and
improve certain"projects for industrial development"(as defined in Section 100.010 of the Revised Statutes
of Missouri, as amended) and to issue industrial development revenue bonds for the purpose of providing
funds to pay the costs of such projects for industrial development and to lease or otherwise dispose of such
projects for industrial development to private persons or corporations for manufacturing, commercial,
warehousing and industrial development purposes upon such terms and conditions as the City shall deem
advisable;and
WHEREAS,Pursuant to the Act,the governing body of the City passed Ordinance No. 1043 (the
"Ordinance") on December 14, 2010, authorizing the City to issue its Recovery Zone Facility Revenue
Bonds (Hoover Universal, Inc. Project), Series 2010, in installments in the maximum aggregate principal
amount of $20,000,000 (the "Bonds"), for the purpose of (a) acquiring real property located at
approximately 4101 Mattox Road in Riverside, Missouri (the "Project Site"), (b) leasing the Project Site
to Hoover for the purpose of construction of an approximately 175,000 square foot manufacturing facility
thereon, including the purchase and installation of equipment and fixtures related thereto (the"Project"),
and(c)paying a portion of the costs of issuing the Bonds; and
WHEREAS, Pursuant to the Ordinance, the City (i) entered into a Trust Indenture dated as of
December 15, 2010 (the "Indenture")with UMB Bank,to issue and secure the Bonds, (ii) entered into a
Lease Agreement dated as of December 15, 2010 (the "Lease Agreement") with Hoover, pursuant to
which the City, as lessor, acquired title to the Project and leased the Project to the Company in
consideration of rentals which will be sufficient to pay the principal of and interest on the Bonds, (iii)
entered into a Memorandum of Lease Agreement dated December 15, 2010 (the "Lease Memorandum")
with Hoover,which was filed for record December 21, 2010 and recorded as Document No. 2010016473
in the office of the Recorder of Deeds of Platte County, Missouri, (iv) entered into a Performance
Agreement dated December 15,2010(the"Performance Agreement')with Hoover,and(v)entered into a
Memorandum of Performance Agreement dated December 15, 2010 (the "Performance Memorandum,"
and together with the Indenture, the Lease Agreement, the Lease Memorandum, and the Performance
Agreement, collectively referred to herein as the "Bond Documents"), with Hoover, which was filed for
record on December 21, 2010 and recorded as Document No. 2010016472 in the office of the Recorder
of Deeds of Platte County, Missouri; and
WHEREAS, Adient desires to purchase the Bonds, and, with the City, desires to amend the Bond
Documents to memorialize that the Bonds will now be Taxable Industrial Revenue Bonds(Adient US LLC
Project),Series 2016 and to make other conforming changes;and
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WHEREAS, Hoover desires to assign to Adient, and Adient desires to assume from Hoover, all
of Hoover's rights, benefits, privileges, and obligations under the Lease Agreement and the Performance
Agreement;and
WHEREAS, all capitalized terms which are not expressly defined herein shall have the same
meaning as ascribed in the Lease Agreement.
NOW THEREFORE, for and in consideration of mutual covenants, the City, UMB Bank,
Hoover,and Adient do each hereby agree as follows:
ARTICLE 1: ASSIGNMENT AND ASSUMPTION
Section 101. Assignment. Hoover does hereby assign, transfer, set over and deliver unto
Assignee all of Hoover's right, title and interest in and to the Lease Agreement and the Performance
Agreement.
Section 102. Assumption. Adient does hereby assume and shall timely perform all of the
terms,covenants, conditions, and obligations of Hoover under the Lease Agreement and the Performance
Agreement which are required to be performed by Hoover thereunder.
Section 103. Binding Effect. All of the covenants,terms and conditions set forth herein shall
be binding upon and shall inure to the benefit of all the parties hereto and their respective heirs, legal
representatives, successors and assigns.
Section 104. Release. The City hereby releases Hoover from any obligations that are part of the
Lease Agreement and Performance Agreement,as of the date hereof.
Section 105. Notice. All notices,requests and other communications to Hoover under the Lease
Agreement and Performance Agreement shall hereafter be to Adient at the following address:
Adient US LLC
P.O.Box 591
Attn:Tax Department X-81
Milwaukee,Wisconsin 53201
ARTICLE 2:AMENDMENT
Section 201. Amendment of the Bond Documents.
(a) All references in the Bonds Documents to the Recovery Zone Facility Revenue Bonds
(Hoover Universal,Inc.Project), Series 2010,shall be deleted and the name Taxable Industrial Revenue
Bonds(Adient US LLC Project), Series 2016 shall be substituted therefor.
(b) The following terms in Section 101 of the Indenture are hereby deleted and of no further
force and effect:
1. Adjustment Date
2. Applicable Factor
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3. Applicable Spread
4. Applicable Spread Adjustment Date
5. Default Rate
6. Determination of Taxability
7. Increased Costs
8. Index
9. Interest Rate Recapture Amount
10. LIBOR
11. LIBOR Floating Rate
12. Maximum Rate
13. New York Banking Day
14. Taxability Premium
(c) Section 101 of the Indenture is hereby amended by the addition of the following
definitions:
"Company"means Adient US LLC,a Michigan limited liability company, its
successors and assigns.
"Interest Payment Date"means December 1 of each year,commencing with
December 1,2016."
(d) Section 208(d)(1)-(2) is hereby deleted and the following Section 208(e) is substituted
therefor:
(e) The Bond shall bear interest at the rate of 2.00% per annum on the
Outstanding Principal Amount of the Bonds, and such interest shall be payable in arrears
on each December 1, commencing December 1, 2016 and upon maturity, and continuing
thereafter until the said Outstanding Principal Amount is paid in full; provided,however, in
no event shall the interest rate on the Bond exceed the maximum permitted amount under
Section 108.170 of the Revised Statutes of Missouri. Interest shall be calculated on the
basis of a year of 360 days consisting of twelve months of 30 days each. Principal shall be
payable at maturity unless redeemed prior to said date in accordance with Article III.
(e) Article III of the Indenture is hereby deleted and the following Article III is substituted
therefor:
"ARTICLE III
REDEMPTION OF BONDS
Section 301. Redemption of Bonds Generally. The Bonds shall be subject to
redemption prior to maturity in accordance with the terms and provisions set forth in this
Article. Additional Bonds shall be subject to redemption prior to maturity in accordance
with the terms and provisions contained in this Article and as may be specified in the
Supplemental Indenture authorizing such Additional Bonds.
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Section 302. Redemption of Bonds. The Bonds shall be subject to redemption
and payment in whole or in part,as follows:
(a) At any time prior to the stated maturity thereof, by the Issuer, at the option of
and upon instructions from the Tenant, at a price equal to the par value thereof, plus
accrued interest thereon,without premium or penalty,to the date of payment.
(b) At any time prior to the stated maturity thereof, to the extent amounts are
deposited into the Bond Fund in accordance with Section 602 hereof, at a price equal to the
par value thereof, plus accrued interest thereon, without premium or penalty,to the date of
payment.
Section 303. Effect of Call for Redemption. Prior to or on the date fixed for
redemption, funds or non-callable Government Securities shall be placed with the Trustee
which are sufficient to pay the Bonds called for redemption and accrued interest thereon, if
any, to the redemption date. Upon the happening of the above conditions and appropriate
written notice having been given, the Bonds or the portions of the principal amount of
Bonds thus called for redemption shall cease to bear interest on the specified redemption
date, and shall no longer be entitled to the protection, benefit or security of this Indenture
and shall not be deemed to be Outstanding under the provisions of this Indenture.
Section 304. Notice of Redemption. In the event the Bonds are to be called
for redemption as provided in Section 302(a)or(b)hereof,the Tenant shall deliver written
notice to the Issuer and the Trustee that it has elected to redeem all or a portion of the
Bonds in accordance with Section 302(a) or (b) hereof at least ten days prior to the
scheduled redemption date. The Trustee shall then deliver written notice to the Owner at
least five days prior to the scheduled redemption date by first class mail stating the date
upon which the Bonds will be redeemed and paid."
(f) Section 401 of the Indenture is hereby modified as follows:
"Section 401. Creation of Funds and Accounts.
(a) There are hereby created and ordered to be established in the custody of
the Trustee the following special trust funds with respect to the Bonds, to be designated
as follows:
(1) "City of Riverside, Missouri,Bond Fund—Adient US LLC Project."
(2) "City of Riverside,Missouri,Project Fund—Adient US LLC Project."
(3) "City of Riverside, Missouri, Costs of Issuance Fund —Adient US LLC
Project."
(4) "City of Riverside,Missouri, Rebate Fund—Adient US LLC Project."
(b) The Trustee is authorized to establish separate accounts within such
funds or otherwise segregate moneys within such funds, on a book-entry basis or in such
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other manner as the Trustee may deem necessary or convenient, or as the Trustee shall
be instructed in writing by the City.
(c) All moneys deposited with or paid to the Trustee for the funds and
accounts held under this Indenture shall be held by the Trustee in trust and shall be
applied only in accordance with the provisions of this Indenture and the Lease, and, until
used or applied as herein provided, and except as provided in Sections 306 and 901,
shall (except for moneys in the Rebate Fund) constitute part of the Trust Estate and be
subject to the lien, terms and provisions hereof and shall not be commingled with any
other funds of the City or the Company except as provided under Section 413 for
investment purposes."
(g) Section 1003 of the Indenture is hereby modified as follows:
Section 1003. Notices. Unless otherwise specifically provided for herein, it shall be
sufficient service of any notice, request, complaint, demand or other paper required by
this Indenture to be given or filed with the City,the Trustee, the Company, the Company
or Bondowners if the same shall be duly mailed, postage prepaid, sent by overnight
delivery service or other delivery service:
(a) To the City:
City of Riverside,Missouri
2950 N.W.Vivion Road
Riverside, Missouri 64150
Attention: City Administrator
(b) To the Trustee:
UMB Bank,N.A.
1010 Grand,Fourth Floor
Kansas City, Missouri 64106
Attention: Corporate Trust
(c) To the Company:
Adient US LLC
P.O. Box 591
Attn: Tax Department X-81
Milwaukee, Wisconsin 53201
(d) To the Bondowners if the same is duly mailed by first class, registered or
certified mail addressed to each of the Owners of Bonds at the time Outstanding as
shown by the bond registration books required by Section 206 to be kept at the principal
corporate trust office of the Trustee.
Section 202. Amendment of the Bond Form. The form of Bond attached as Exhibit C to the
Indenture is hereby deleted and the form of Bond attached hereto as Exhibit C is substituted therefor.
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Section 203. Release of Guaranty. Hoover is hereby released from any obligations that are a
part of the Guaranty dated December 15,2010 between Hoover and UMB Bank,as of the date hereof.
ARTICLE 3: GENERAL PROVISIONS
Section 301. Governing Law. This Agreement shall be governed by and construed in
accordance with the laws of the State of Missouri.
Section 302. Ratification of Bond Documents. The Bond Documents, as hereby amended,are
acknowledged, ratified and confirmed in all respects as being valid, existing and of full force and effect.
The execution, delivery and effectiveness of this Omnibus Amendment shall not operate as a release or
waiver of any right,power, liability or remedy of the parties hereto(or of any person or entity who may now
or hereafter be liable under or on account of the Bond Documents)nor constitute a release or waiver of any
provision of the Bond Documents. All of the Bonds described in the Bond Documents shall remain subject
to the lien, charge and encumbrance of the respective Bond Documents, and nothing herein contained and
nothing done pursuant hereto, 'shall affect the lien or encumbrance of the Bond Documents or the priority
thereof in relation to other liens or encumbrances affecting such Bond.
Section 303. Severability. In the event any terms or provisions of this Agreement shall be held
to be illegal, invalid, or unenforceable or inoperative as a matter of law, the remaining terms and provisions
of this Assignment shall not be affected thereby, but each such term and provision shall be valid and shall
remain in full force and effect.
Section 304. HeadiIngs and Complete Agreement. The captions and headings contained
herein are solely for convenience and reference and do not constitute a part of this Agreement. This
Assignment contains the full and complete agreement between the parties hereto and supersedes any prior
agreement or understandings between the parties. This Agreement may be amended only by a written
instrument executed by both parties hereto.
Section 305. Further Assurances. The parties shall execute and deliver to the other party
such other and further instruments of conveyance, assignment, transfer, and consent as said party may
reasonably request to accomplish the purpose of this Agreement.
Section 306. Counterparts. This Agreement may be executed in any number of counterparts
each of which shall be deemed an original,but all of which together shall constitute the same instrument.
Section 307. Electronic Transactions. The parties agree that the arrangement described herein
may be conducted and the re�ated documents may be stored by electronic means. Copies, telecopies,
facsimiles, electronic files and'',other reproductions of original executed documents shall be deemed to be
authentic and valid counterparts of such original documents for all purposes, including the filing of any
claim,action or suit in the appropriate court of law.
[SIGNATURES APPEAR ON THE FOLLOWING PAGE]
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IN WITNESS WHEREOF, this Assignment and Assumption Agreement is entered into as of
the Effective Date above written.
CITY OF RIVERSIDE,MISSOURI,a Missouri
fourth-class ity
By: &Lco�
a s ,Mayor
[SEAL] i.
Attest: „
r ,
B
Robin Kincaid, City Clerk
UMB BANK,N.A.,
a national banking association
By:
HOOVER UNIVERSAL,INC.,
a Michigan corporation
By:
Brian Cadwallader,President
ADIENT US LLC,
a Michigan limited liability company
By:
Brian Stief,President
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EXHIBIT C
(FORM OF BOND)
This Bond has not been registered under the Securities Act of 1933, as amended, or any state securities
laws, and this Bond may not be transferred unless(i)the Issuer consents in writing to such transfer, and (ii)
the Issuer and the Trustee are furnished a written legal opinion from counsel acceptable to the Issuer, the
Trustee and the Tenant, to the effect that such transfer is exempt from the registration requirements of the
Securities Act of 1933, as amended,and any applicable state securities laws. This Bond may be transferred
to any successor of the Tenant or any entity owned by or under common ownership with the Tenant without
the necessity of obtaining the Issuer's consent or such an opinion.
R-1 Date: ,2016
UNITED STATES OF AMERICA
STATE OF MISSOURI
COUNTY OF PLATTE
CITY OF RIVERSIDE,MISSOURI
TAXABLE INDUSTRIAL REVENUE BOND
(ADIENT US LLC PROJECT)
SERIES 2016
THE CITY OF RIVERSIDE, MISSOURI, a fourth-class city organized and existing under the laws
of the State of Missouri (the "Issuer"), for value received, promises to pay, but solely from the source
hereinafter referred to,to
YANFENG USA AUTOMOTIVE TRIM SYSTEMS,INC.
or registered assigns,on December 1,2020,the aggregate principal amount of
TWENTY MILLION DOLLARS
or such lesser amount as may be outstanding hereunder as reflected in the bond registration books
maintained by the Trustee. The registered owner shall note the principal amount outstanding hereunder in
the Table of Outstanding Principal Amount attached hereto, provided, however, that the registration books
maintained by the Trustee shall be the official record of the Outstanding Principal Amount of this Bond, in
any coin or currency of the United States of America which on the date of payment thereof is legal tender
for the payment of public and private debts, and in like manner to pay to the registered owner hereof, either
by check or draft mailed to the registered owner at a stated address as it appears on the bond registration
books of the Issuer kept by the Trustee under the within mentioned Indenture or, in certain situations
authorized in the Indenture, by internal bank transfer or by wire transfer to an account in a commercial bank
or savings institution located in the continental United States, interest on the Outstanding Principal Amount
(as hereinafter defined) at the rate of 2.00% per annum payable in arrears on each December 1,
commencing December 1, 2016 and upon maturity, and continuing thereafter until the said Outstanding
Principal Amount is paid in full; provided, however, in no event shall the interest rate on the Bond exceed
the maximum permitted amount under Section 108.170 of the Revised Statutes of Missouri. Interest shall
be computed on the basis of a year of 360 days consisting of 12 months of 30 days each. Principal on this
Bond shall be payable on the maturity date set forth above, unless such principal shall have been paid as a
result of a redemption of the Bonds prior to such maturity date.
As used herein,the term"Outstanding Principal Amount"means the aggregate of principal amount
of all Bonds outstanding under the provisions of the hereinafter defined Indenture,as reflected in the records
maintained by the Trustee.
The Trustee shall keep and maintain a record of the amounts deposited into the Project Fund
pursuant to the terms of the Indenture as "Principal Amount Deposited into,Project Fund" and shall enter
the aggregate principal amount of this Bond then outstanding on its records as the "Outstanding Principal
Amount" on its records maintained for this Bond. On each date upon which a portion of the Outstanding
Principal Amount is paid to the registered owner hereof, pursuant to the optional redemption provisions of
the Indenture, the Trustee shall enter on its records the principal amount paid on the Bond as "Principal
Amount Paid Pursuant to Optional Redemption Provisions," and shall enter the then outstanding principal
amount of this Bond as "Outstanding Principal Amount" on its records. The registered owner may from
time to time enter the respective amounts deposited into the Project Fund pursuant to the terms of the
Indenture under the column headed "Principal Amount Deposited Into Project Fund" on the attached Table
of Outstanding Principal Amount(the "Table") and may enter the aggregate principal amount of this Bond
then outstanding under the column headed"Outstanding Principal Amount"on the attached Table. On each
date upon which a portion of the Outstanding Principal Amount is paid to the registered owner hereof
pursuant to the optional redemption provisions of the Indenture,the registered owner may enter the principal
amount paid on this Bond under the column headed "Principal Amount Paid Pursuant to Optional
Redemption Provisions" on the Table and may enter the then outstanding principal amount of this Bond
under the column headed "Outstanding Principal Amount" on the Table. However, the records maintained
by the Trustee as to amounts deposited into the Project Fund or principal amounts paid on this Bond shall be
the official records of the Outstanding Principal Amount for all purposes.
THIS BOND is a duly authorized Bond of the Issuer designated "City of Riverside, Missouri
Taxable Industrial Revenue Bonds (Adient US LLC Project), Series 2016," in the aggregate principal
amount of$20,000,000(the"Bonds"),to be issued for the purpose of providing funds to pay the cost of(a)
acquiring certain real property located at approximately 4101 Mattox Road in Riverside, Missouri (the
"Project Site"), (b) leasing the Project Site to Hoover Universal, Inc., a Michigan corporation (the
"Company") pursuant to a Lease Agreement dated December 15, 2010, as amended, for the purpose of
construction of an approximately 175,000 square foot manufacturing facility thereon, including the
purchase and installation of equipment and fixtures related thereto(the"Project Improvements"), and (c)
paying a portion of the costs of issuing the Bonds, all pursuant to the authority of and in full compliance
with the provisions, restrictions and limitations and Article VI, Section 27(b) of the Missouri Constitution
and Sections 100.010 through 100.200, inclusive, of the Revised Statutes of Missouri, as amended, and
pursuant to proceedings duly had by the governing body of the Issuer.
THE BONDS are issued under and are equally and ratably secured and entitled to the protection
given by a Trust Indenture dated as of December 15, 2010, as amended (said Trust Indenture, as amended
and supplemented from time to time in accordance with the provisions thereof, being herein called the
"Indenture"), between the Issuer and UMB Bank,N.A., as trustee(the"Trustee"). Subject to the terms and
conditions set forth therein, the Indenture permits the Issuer to issue Additional Bonds (as defined therein)
secured by the Indenture on a parity with the Bonds. Reference is hereby made to the Indenture for a
description of the provisions, among others, with respect to the nature and extent of the security for the
Bonds, the rights, duties and obligations of the Issuer, the Trustee and the owners of the Bonds, and the
terms upon which the Bonds are issued and secured.
THIS BOND shall be subject to redemption and payment as provided in the Indenture:
In the event the Bonds are to be called for redemption as provided in the Indenture,the Tenant shall
deliver written notice to the Issuer and the Trustee that it has elected to redeem all or a portion of the Bonds
in accordance with the Indenture at least ten days prior to the scheduled redemption date. The Trustee shall
then deliver written notice to the Owner of this Bond at least five days prior to the scheduled redemption
date by first class mail stating the date upon which the Bonds will be redeemed and paid.
THE BONDS are special obligations of the Issuer payable solely out of the rents, revenues and
receipts derived by the Issuer from the Project and not from any other fund or source of the Issuer, and are
secured by a pledge and assignment of the Project and of such rents, revenues and receipts, including all
rentals and other amounts to be received by the Issuer under and pursuant to the Lease,all as provided in the
Indenture. The Bonds do not constitute general obligations of the Issuer or the State of Missouri, and
neither the Issuer nor said State shall be liable thereon, and the Bonds shall not constitute an indebtedness
within the meaning of any constitutional or statutory debt limitation or restriction, and are not payable in
any manner by taxation. Pursuant to the provisions of the Lease, rental payments sufficient for the prompt
payment when due of the principal of and interest on the Bonds are to be paid by the Tenant directly to the
Trustee for the account of the Issuer and deposited in a special account created by the Issuer and designated
the"City of Riverside,Missouri,Taxable Industrial Revenue Bond Fund—Adient US LLC, Series 2016."
THE OWNER of this Bond shall have no right to enforce the provision of the Indenture or to
institute action to enforce the covenants therein, or to take any action with respect to any event of default
under the Indenture, or to institute, appear in or defend any suit or other proceedings with respect thereto,
except as provided in the Indenture. In certain events, on the conditions, in the manner and with the effect
set forth in the Indenture, the principal of all the Bonds issued under the Indenture and then Outstanding
may become or may be declared due and payable before the stated maturity thereof, together with interest
accrued thereon. Modifications or alterations of this Bond or the Indenture may be made only to the extent
and in the circumstances permitted by the Indenture.
SUBJECT TO the requirements for transfer set forth above in the legend contained on the face of
this Bond, this Bond is transferable, as provided in the Indenture, only upon the books of the Issuer kept for
that purpose at the above-mentioned office of the Trustee by the registered owner hereof in person or by
such person's duly authorized attorney, upon surrender of this Bond together with a written instrument of
transfer satisfactory to the Trustee duly executed by the registered owner or such person's duly authorized
attorney, and thereupon a new fully registered Bond or Bonds,without coupons, and in the same aggregate
principal amounts, shall be issued to the transferee in exchange therefor as provided in the Indenture, and
upon payment of the charges therein prescribed. The Issuer, the Trustee and any Paying Agent may deem
and treat the person in whose name this Bond is registered as the absolute owner hereof for the purpose of
receiving payment of, or on account of, the principal or redemption price hereof and interest due hereon and
for all other purposes.
THE BONDS are issuable in the form of one fully registered Bond without coupons in the
aggregate principal denomination of$20,000,000.
THIS BOND shall not be valid or become obligatory for any purposes or be entitled to any security
or benefit under the Indenture until the Certificate of Authentication hereon shall have been executed by the
Trustee.
IT IS HEREBY CERTIFIED AND DECLARED that all acts, conditions and things required to
exist, happen and be performed precedent to and in the execution and delivery of the Indenture and the
issuance of this Bond do exist, have happened and have been performed in due time, form and manner as
required by the Constitution and laws of the State of Missouri.
IN WITNESS WHEREOF,the City of Riverside, Missouri, has caused this Bond to be executed in
its name by the manual or facsimile signature of its Mayor, attested by the manual or facsimile signature of
its City Clerk and its corporate seal to be affixed hereto or imprinted hereon.
CITY OF RIVERSIDE,NHSSOURJ
By
Mayor
(SEAL)
ATTEST: n
By lu /
e City Clerk
TABLE OF OUTSTANDING PRINCIPAL AMOUNT
Principal Amount
Principal Amount Paid Pursuant to Outstanding Notation
Deposited Into Redemption Principal Made
Date Proiect Fund Provisions Amount By
(FORM OF ASSIGNMENT)
(NOTE RESTRICTIONS ON TRANSFERS)
FOR VALUE RECEIVED,the undersigned hereby sells,assigns and transfers unto
Print or Typewrite Name,Address and Social Security or
other Taxpayer Identification Number of Transferee
the within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints
attorney to transfer the within Bond on the books kept by the Trustee
for the registration and transfer of Bonds,with full power of substitution in the premises.
Dated:
NOTICE: The signature to this assignment must
correspond with the name as it appears upon the
face of the within Bond in every particular.
Signature Guaranteed By:
[Seal]
(Name of Eligible Guarantor Institution(as)
defined by SEC Rule 17Ad-15, 12CFR
240.17Ad-15,or any similar rule which Trustee
deems applicable))
By
Title:
CERTIFICATE OF AUTHENTICATION
This Bond is the Taxable Industrial Revenue Bond (Adient US LLC Project), Series 2016,
described in the Trust Indenture. The effective date of registration of this Bond is set forth below.
UMB BANK,as Trustee
By
Date Name:
Title:
COMPANY'S CLOSING CERTIFICATE
I, the undersigned hereby certify that I am a duly qualified and acting officer of ADIENT US
LLC,a Michigan limited liability company(the"Company")and as such I am familiar with the books and
records of the Company. In connection with the issuance of$20,000,000 maximum aggregate principal
amount of Industrial Revenue Bonds(Adient US LLC Project), Series 2016 (the"Series 2016 Bonds") by
the City of Riverside,Missouri(the"City"),I hereby further certify as follows:
1. ORGANIZATION AND AUTHORITY
1.1. Due Organization. The Company is a limited liability company duly organized, validly
existing and in good standing under the laws of the State of Michigan and is authorized to conduct
business and is in good standing in the State of Missouri. Attached hereto as Exhibit A is a Certificate of
Good Standing for the Company from the Secretary of State of Michigan,which has not been amended or
revoked and is in full force and effect as of the date hereof. Attached hereto as Exhibit B is a Certificate
of Good Standing for the Company from the Secretary of State of Missouri, which has not been amended
or revoked and is in full force and effect as of the date hereof.
1.2. Organizational Documents. The copies of the Articles of Organization and Operating
Agreement attached hereto as Exhibit C and Exhibit D, respectively, are true, complete and correct
copies of the Articles of Organization and Operating Agreement of the Company, and said Articles of
Organization and Operating Agreement of the Company have not been amended and are in full force and
effect as of the date hereof.
1.3. Resolution. Attached hereto as Exhibit E is a true, correct and complete copy of the
resolution duly adopted by the members of the Company (the "Resolution"), which Resolution does not,
and did not, in any manner contravene the Articles of Organization or Operating Agreement of the
Company as such Articles of Organization and Operating Agreement now exist and as they existed as of
the date of adoption of the Resolution; and the Resolution has not been amended,modified or rescinded in
any manner and is in full force and effect on the date hereof.
1.4. Incumbency of Officers. The persons named below were on the date or dates of the
execution of the documents listed in Section 2.2 below, and is on this date, duly appointed or elected,
qualified and acting officers of the Company, holding the office set opposite their names and are duly
authorized to execute the documents listed in Section 2.2 below:
Name Title
Brian Stief President
2. BOND TRANSCRIPTS AND LEGAL DOCUMENTS
2.1. Transcript of Proceedings. The Transcript furnished to the purchaser of the Bonds and
on file in the official records of the City includes a true and correct copy of the proceedings had by the
Company and other records, proceedings and documents relating to the issuance of the Bonds; said
Transcript is,to the best of my knowledge, information and belief, full and complete; such proceedings of
the Company shown in said Transcript have not been modified,amended or repealed and are in full force
and effect as of the date hereof.
2.2. Execution of Documents. The following documents (collectively, the "Company
Documents")have been executed and delivered in the name and on behalf of the Company by the persons
identified in Section 1.4 above,pursuant to and in full compliance with the Resolution; the copies of said
documents contained in the Transcript are true, complete and correct copies or counterparts of said
documents as executed and delivered by the Company; and said documents, as amended, are in full force
and effect as of the date hereof:
(a) Omnibus Assignment, Assumption, and Amendment of Bond Documents between the
Company,the City,Hoover Universal,Inc., and UMB Bank,N.A.
2.3. Representations. Each of the representations of the Company set forth in the Company
Documents are true and correct in all material respects as of the date hereof, as if made on the date hereof,
and all covenants and conditions to be complied with and obligations to be performed by the Company
under the Company Documents have been complied with and performed.
2.4. Non-Litigation. There is no controversy, suit or other proceeding of any kind pending or
threatened wherein or whereby any question is raised, or may be raised, questioning, disputing or
affecting in any way the legal organization of the Company, or the right or title of any of its officers to
their respective offices, or the legality of any official act shown to have been done in the Transcript
evidencing the authorization and issuance of the Bonds, or the constitutionality or validity of the
obligations represented by the Bonds and the Company Documents,or the validity of the Bonds or any of
the proceedings had in relation to the authorization, issuance or sale thereof or the execution and delivery
of any of the documents related thereto.
3. LEGAL COUNSEL
3.1. Legal Counsel. I have been counseled by the Company's legal counsel as to the purpose
of the foregoing certifications and the meanings of the matters set forth in the foregoing certifications. I
understand that such certifications will be relied upon by the City in the issuance of the Bonds and by the
law firm of Gilmore& Bell, P.C. in rendering its opinion as to validity of the issuance of the Bonds.
[Remainder ofpage intentionally left blank.]
IN WITNESS WHEREOF, the undersigned has caused this Certificate to be executed this
day of July,2016.
ADIENT US LLC
By:
Name: Brian Stief
Title: President
[Company's Closing Certificate]
EXHIBIT A
CERTIFICATE OF GOOD STANDING-MICHIGAN
EXHIBIT B
CERTIFICATE OF GOOD STANDING-MISSOURI
EXIMIT C
ARTICLES OF ORGANIZATION
EXHIBIT D
OPERATING AGREEMENT
EXHIBIT E
RESOLUTION
OPINION FOR COUNSEL TO THE COMPANY
2016
Mayor and Board of Aldermen
City of Riverside, Missouri
UMB Bank,N.A., as Trustee
Kansas City, Missouri
Gilmore&Bell, P.C.
Kansas City,Missouri
Hoover Universal,Inc.
Plymouth,Michigan
Re: $20,000,000 Industrial Revenue Bonds(Adient US LLC Project), Series 2016 of the City
of Riverside,Missouri
Ladies and Gentlemen:
We have acted as special counsel for Adient US LLC, a Michigan limited liability company (the
"Company"), and as such, we have examined the following in connection with the issuance and sale of
the above-referenced Bonds:
(a) Articles of Organization of the Company, the Operating Agreement of the
Company and a certified copy of the resolutions of the Company,dated
2016 (the"Resolution"),
(b) Omnibus Assignment, Assumption, and Amendment of Bond Documents, dated
as of 2016, (the"Agreement"),between the Company,the City, Hoover Universal,
Inc.,and UMB Bank,N.A.
(c) such other records and instruments of the Company, together with applicable
certificates of public officials and such other documents as we deem relevant in rendering this
opinion.
Based upon such examination,we are of the opinion that:
1. The Company has been duly organized and is validly existing as a limited liability
company in good standing under the laws of the State of Michigan, and is duly qualified to transact
business and is in good standing in the State of Missouri.
2. The Agreement has been duly authorized by all requisite action on the part of the
Company, and has been duly executed and delivered by on behalf of the Company by duly authorized
officers of the Company, and constitutes the Company's valid and binding obligations, enforceable in
accordance with the terms (except as such enforceability may be limited by any bankruptcy, insolvency,
moratorium,reorganization or other laws affecting creditors' rights generally).
3. The execution, delivery and compliance with the provisions of the Agreement by the
Company have not and will not (with the passage of time or the giving of notice, or both) result in or
constitute a breach of or default under any indenture, mortgage, deed of trust, lease or other agreement or
instrument to which the Company is a party or by which it or any of its property is bound, or violate any
provision of the Certificate of Formation of the Company, or of any constitutional or statutory provision,
or of any order,rule or regulation of any court or governmental authority applicable to the Company or its
property.
4. All consents, approvals, authorizations or orders of, or registrations or filings with, any
court or governmental agency or body required with respect to the Company for the valid execution and
delivery by the Company of, or the performance of its obligations under, the Agreement have been
obtained or made.
5. There is no action, suit or other proceeding pending or, to the best of our knowledge,
threatened against the Company, at law or in equity or before any governmental authority, which might
adversely affect the validity or enforceability of the Lease Agreement or the ability of the Company to
perform its obligations under the Agreement, or which might adversely affect the condition, financial or
otherwise, of the Company.
Very truly yours,
OPINION FOR COUNSEL TO THE COMPANY
12016
Mayor and Board of Aldermen
City of Riverside,Missouri
UMB Bank,N.A.,as Trustee
Kansas City,Missouri
Gilmore&Bell,P.C.
Kansas City,Missouri
Adient US LLC
Milwaukee,Wisconsin
Re: $20,000,000 Industrial Revenue Bonds(Adient US LLC Project), Series 2016 of the City
of Riverside,Missouri
Ladies and Gentlemen:
We have acted as special counsel for Hoover Universal, Inc., a Michigan corporation (the
"Company"), and as such, we have examined the following in connection with the issuance and sale of
the above-referenced Bonds:
(a) Articles of Incorporation of the Company, the By-Laws of the Company and a
certified copy of the resolutions of the Company, dated 2016 (the
"Resolution"),
(b) Omnibus Assignment, Assumption, and Amendment of Bond Documents, dated
as of 2016, (the "Agreement'), between the Company, the City, the Company,
Inc., and UMB Bank,N.A.
(c) such other records and instruments of the Company, together with applicable
certificates of public officials and such other documents as we deem relevant in rendering this
opinion.
Based upon such examination, we are of the opinion that:
1. The Company has been duly organized and is validly existing as a corporation in good
standing under the laws of the State of Michigan, and is duly qualified to transact business and is in good
standing in the State of Missouri.
2. The Agreement has been duly authorized by all requisite action on the part of the
Company, and has been duly executed and delivered by on behalf of the Company by duly authorized
officers of the Company, and constitutes the Company's valid and binding obligations, enforceable in
accordance with the terms (except as such enforceability may be limited by any bankruptcy, insolvency,
moratorium,reorganization or other laws affecting creditors' rights generally).
3. The execution, delivery and compliance with the provisions of the Agreement by the
Company have not and will not (with the passage of time or the giving of notice, or both) result in or
constitute a breach of or default under any indenture, mortgage, deed of trust, lease or other agreement or
instrument to which the Company is a party or by which it or any of its property is bound, or violate any
provision of the Certificate of Formation of the Company, or of any constitutional or statutory provision,
or of any order,rule or regulation of any court or governmental authority applicable to the Company or its
property.
4. All consents, approvals, authorizations or orders of, or registrations or filings with, any
court or governmental agency or body required with respect to the Company for the valid execution and
delivery by the Company of, or the performance of its obligations under, the Agreement have been
obtained or made.
5. There is no action, suit or other proceeding pending or, to the best of our knowledge,
threatened against the Company, at law or in equity or before any governmental authority, which might
adversely affect the validity or enforceability of the Lease Agreement or the ability of the Company to
perform its obligations under the Agreement, or which might adversely affect the condition, financial or
otherwise, of the Company.
Very truly yours,
OPINION FOR COUNSEL TO THE COMPANY
July 20, 2016
Mayor and Board of Aldermen
City of Riverside,Missouri
UMB Bank,N.A.,as Trustee
Kansas City,Missouri
Gilmore&Bell,P.C.
Kansas City,Missouri
Hoover Universal,Inc.
Plymouth,Michigan
Re: $20,000,000 Industrial Revenue Bonds (Adient US LLC Project), Series 2010 of the City
of Riverside,Missouri
Ladies and Gentlemen:
We have acted as special counsel for Adient US LLC, a Michigan limited liability company (the
"Company"), and as such, we have examined the following in connection with the issuance and sale of
the above-referenced Bonds:
(a) Articles of Organization of the Company, as amended,the Operating Agreement
of the Company and a certified copy of the resolutions of the Company, dated
,2016 (the"Resolution"),
(b) Omnibus Assignment, Assumption, and Amendment of Rights and Obligations,
dated as of July 18, 2016, (the"Agreement"),between the Company,the City, Hoover Universal,
Inc.,and UMB Bank,N.A.
(c) such other records and instruments of the Company, together with applicable
certificates of public officials and such other documents as we deem relevant in rendering this
opinion.
Based upon such examination,we are of the opinion that:
I. The Company has been duly organized and is validly existing as a limited liability
company in good standing under the laws of the State of Michigan, and is duly qualified to transact
business and is in good standing in the State of Missouri.
2. The Agreement has been duly authorized by all requisite action on the part of the
Company, and has been duly executed and delivered by on behalf of the Company by duly authorized
officers of the Company, and constitutes the Company's valid and binding obligations, enforceable in
accordance with the terms (except as such enforceability may be limited by any bankruptcy, insolvency,
moratorium,reorganization or other laws affecting creditors' rights generally).
3. The execution, delivery and compliance with the provisions of the Agreement by the
Company have not and will not (with the passage of time or the giving of notice, or both) result in or
constitute a breach of or default under any indenture, mortgage, deed of trust, lease or other agreement or
instrument to which the Company is a party or by which it or any of its property is bound, or violate any
provision of the Certificate of Formation of the Company, or of any constitutional or statutory provision,
or of any order,rule or regulation of any court or governmental authority applicable to the Company or its
property.
4. All consents, approvals, authorizations or orders of, or registrations or filings with, any
court or governmental agency or body required with respect to the Company for the valid execution and
delivery by the Company of, or the performance of its obligations under, the Agreement have been
obtained or made.
5. There is no action, suit or other proceeding pending or, to the best of our knowledge,
threatened against the Company, at law or in equity or before any governmental authority, which might
adversely affect the validity or enforceability of the Lease Agreement or the ability of the Company to
perform its obligations under the Agreement, or which might adversely affect the condition, financial or
otherwise, of the Company.
Very truly yours,
OMNIBUS AMENDMENT OF BOND DOCUMENTS
THIS OMNIBUS AMENDMENT OF BOND DOCUMENTS(the"Agreement") is made and
entered into as of September 1,2016(the"Effective Date'),by the CITY OF RIVERSIDE,MISSOURI,
a fourth-class city organized and existing under the laws of the State of Missouri (the "City"), UMB
BANK, N.A., a national banking association organized and existing under the laws of the United States
("UMB Bank'J,HOOVER UNIVERSAL,INC.,a Michigan corporation("Hoover").
RECITALS
WHEREAS, The City is authorized and empowered pursuant to the provisions of Article VI,
Section 27(b), of the Missouri Constitution, w amended, and Sections 100.010 through 100.200, inclusive,
of the Revised Statutes of Missouri,as amended(collectively,the"Act"),to purchase,construct,extend and
improve certain"projects for industrial development"(as defined in Section 100.010 of the Revised Statutes
of Missouri, as amended) and to issue industrial development revenue bonds for the purpose of providing
fimds to pay the costs of such projects for industrial development and to lease or otherwise dispose of such
projects for industrial development to private persons or corporations for manufacturing, commercial,
warehousing and industrial development purposes upon such terms and conditions as the City shall deem
advisable;and
WHEREAS,Pursuant to the Act,the governing body of the City passed Ordinance No. 1043 (the
"Ordinance") on December 14, 2010, authorizing the City to issue its Recovery Zone Facility Revenue
Bonds(Hoover Universal, Inc.Project), Series 2010, in installments in the maximum aggregate principal
amount of $20,000,000 (the "Bonds"), for the purpose of (a) acquiring real property located at
approximately 4101 Mattox Road in Riverside,Missouri (the"Project Site"),(b) leasing the Project Site
to Hoover for the purpose of construction of an approximately 175,000 square foot manufacturing facility
thereon, including the purchase and installation of equipment and fixtures related thereto(the"Project"),
and(c)paying a portion of the costs of issuing the Bonds;and
WHEREAS, Pursuant to the Ordinance, the City (i) entered into a Trust Indenture dated as of
December 15, 2010 (the "Indenture")with UMB Bank,to issue and secure the Bonds, (ii)entered into a
Lease Agreement dated as of December 15, 2010 (the "Lease Agreement") with Hoover, pursuant to
which the City, as lessor, acquired title to the Project and leased the Project to the Company in
consideration of rentals which will be sufficient to pay the principal of and interest on the Bonds, (iii)
entered into a Memorandum of Lease Agreement dated December 15, 2010(the "Lease Memorandum")
with Hoover,which was filed for record December 21,2010 and recorded as Document No.2010016473
in the office of the Recorder of Deeds of Platte County, Missouri, (iv) entered into a Performance
Agreement dated December 15,2010(the"Performance Agreement")with Hoover,and(v)entered into a
Memorandum of Performance Agreement dated December 15, 2010 (the "Performance Memorandum,"
and together with the Indenture, the Lease Agreement, the Lease Memorandum, and the Performance
Agreement, collectively referred to herein as the "Bond Documents"), with Hoover, which was filed for
record on December 21, 2010 and recorded as Document No. 2010016472 in the office of the Recorder
of Deeds of Platte County,Missouri;and
WHEREAS, Hoover is purchasing the Bonds on the Effective Date, and, with the City, desires to
amend the Bond Documents to memorialize that the Bonds will now be Taxable Industrial Revenue Bonds
(Hoover Universal,Inc.Project),Series 2016 and to make other conforming changes; and
1
WHEREAS, the parties have agreed to release the Guaranty dated December 15, 2010 (the
"Guaranty")from Johnson Controls,Inc.;and
WHEREAS, all capitalized terms which are not expressly defined herein shall have the same
meaning as ascribed in the Indenture.
NOW THEREFORE, for and in consideration of mutual covenants, the City, UMB Bank, and
Hoover,do each hereby agree as follows:
ARTICLE 1:RELEASE
Section 101. Release. The parties hereby release and terminate the Guaranty as of the date
hereof.
ARTICLE 2:AMENDMENT
Section 201. Amendment of the Bond Documents.
(a) All references in the Bonds Documents to the Recovery Zone Facility Revenue Bonds
(Hoover Universal,Inc.Project),Series 2010,shall be deleted and the name Taxable Industrial Revenue
Bonds(Hoover Universal,Inc.Project),Series 2016 shall be substituted therefor.
(b) The following terms in Section 101 of the Indenture are hereby deleted and of no finther
force and effect:
1. Adjustment Date
2. Applicable Factor
3. Applicable Spread
4. Applicable Spread Adjustment Date
5. Default Rate
6. Determination of Taxability
7. Increased Costs
8. Index
9. Interest Rate Recapture Amount
10. LIBOR
11. LIBOR Floating Rate
12. Maximum Rate
13. New York Banking Day
14. Taxability Premium
(c) Section 101 of the Indenture is hereby amended by the amending the current definitions in
the Indenture to read as follows:
"Interest Payment Date"means December 1 of each year,commencing with
December 1,2016."
"Principal Payment Date"means December 1,2020.
2
therefor:(e) Section 208(d)(1}(2)is hereby deleted and the following Section 208(d)is substituted
(d) The Bond shall bear interest at the rate of 2.00% per annum on the
Outstanding Principal Amount of the Bonds, and such interest shall be payable in arrears
on each December 1, commencing December 1, 2016 and upon maturity, and continuing
thereafter until the said Outstanding Principal Amount is paid in full;provided,however,in
no event shall the interest rate on the Bond exceed the maximum permitted amount under
Section 108.170 of the Revised Statutes of Missouri. Interest shall be calculated on the
basis of a year of 360 days consisting of twelve months of 30 days each. Principal shall be
payable at maturity unless redeemed prior to said date in accordance with Article M.
(e) Article III of the Indenture is hereby deleted and the following Article III is substituted
therefor.
"ARTICLE III
REDEMPTION OF BONDS
Section 301. Redemption of Bonds Generally. The Bonds shall be subject to
redemption prior to maturity in accordance with the terms and provisions set forth in this
Article. Additional Bonds shall be subject to redemption prior to maturity in accordance
with the terms and provisions contained in this Article and as may be specified in the
Supplemental Indenture authorizing such Additional Bonds.
Section 302. Redemption of Bonds. The Bonds shall be subject to redemption
and payment in whole or in part,as follows:
(a) At any time prior to the stated maturity thereof, by the Issuer, at the option of
and upon instructions from the Tenant, at a price equal to the par value thereof, plus
accrued interest thereon,without premium or penalty,to the date of payment.
(b) At any time prior to the stated maturity thereof, to the extent amounts are
deposited into the Bond Fund in accordance with Section 602 hereof,at a price equal to the
par value thereof, plus accrued interest thereon,without premium or penalty,to the date of
payment.
Section 303. Effect of Call for Redemption. Prior to or on the date fixed for
redemption, funds or non-callable Government Securities shall be placed with the Trustee
which are sufficient to pay the Bonds called for redemption and accrued interest thereon,if
any, to the redemption date. Upon the happening of the above conditions and appropriate
written notice having been given, the Bonds or the portions of the principal amount of
Bonds thus called for redemption shall cease to bear interest on the specified redemption
date, and shall no longer be entitled to the protection, benefit or security of this Indenture
and shall not be deemed to be Outstanding under the provisions of this Indenture.
Section 304. Notice of Redemption. In the event the Bonds are to be called
for redemption as provided in Section 302(a)or(b)hereof,the Tenant shall deliver written
notice to the Issuer and the Trustee that it has elected to redeem all or a portion of the
3
Bonds in accordance with Section 302(a) or (b) hereof at least ten days prior to the
scheduled redemption date. The Trustee shall then deliver written notice to the Owner at
least five days prior to the scheduled redemption date by first class mail stating the date
upon which the Bonds will be redeemed and paid."
Section 202. Amendment of the Bond Form. The form of Bond attached as Exhibit C to the
Indenture is hereby deleted and the form of Bond attached hereto as Exhibit C is substituted therefor.
Section 203. Deletion of Exhibit E. Exhibit E of the indenture is hereby deleted.
ARTICLE 3:GENERAL PROVISIONS
Section 301. Governing Law. This Agreement shall be governed by and construed in
accordance with the laws of the State of Missouri.
Section 302. Ratification of Bond Documents. The Bond Documents,as hereby amended,are
acknowledged, ratified and confirmed in all respects as being valid, existing and of full force and effect.
The execution, delivery and effectiveness of this Omnibus Amendment shall not operate as a release or
waiver of any right,power,liability or remedy of the parties hereto(or of any person or entity who may now
or hereafter be liable under or on account of the Bond Documents)nor constitute a release or waiver of any
provision of the Bond Documents. All of the Bonds described in the Bond Documents shall remain subject
to the lien, charge and encumbrance of the respective Bond Documents, and nothing herein contained and
nothing done pursuant hereto, shall affect the lien or encumbrance of the Bond Documents or the priority
thereof in relation to other liens or encumbrances affecting such Bond.
Section 303. Severability. In the event any terms or provisions of this Agreement shall be held
to be illegal, invalid,or unenforceable or inoperative as a matter of law,the remaining terms and provisions
of this Assignment shall not be affected thereby, but each such term and provision shall be valid and shall
remain in full force and effect.
Section 304. Headings and Complete Agreement. The captions and headings contained
herein are solely for convenience and reference and do not constitute a part of this Agreement. This
Assignment contains the full and complete agreement between the parties hereto and supersedes any prior
agreement or understandings between the parties. This Agreement may be amended only by a written
instrument executed by both parties hereto.
Section 305. Further Assurances. The parties shall execute and deliver to the other party
such other and further instruments of conveyance, assignment, transfer, and consent as said party may
reasonably request to accomplish the purpose of this Agreement.
Section 306. Counterparts. This Agreement may be executed in any number of counterparts
each of which shall be deemed an original,but all of which together shall constitute the same instrument.
Section 307. Electronic Transactions. The parties agree that the arrangement described herein
may be conducted and the related documents may be stored by electronic means. Copies, telecopies,
facsimiles, electronic files and other reproductions of original executed documents shall be deemed to be
authentic and valid counterparts of such original documents for all purposes, including the filing of any
claim,action or suit in the appropriate court of law.
4
[SIGNATURES APPEAR ON THE FOLLOWING PAGE]
5
IN R'ITNESS WHEREOF, this Assignment and Assumption Agreement is entered into as of
the Effective Date above written.
CITY OF RIVERSIDE,MISSOURI, a Missouri
fourth-class ity
By:
thy s ,Mayor
[SEAL]
Attest:
Robin Kincaid,City Clerk
UMB BANK,N.A.,
a national banking association
By: ✓
HOOVER UNIVERSAL,INC.,
a Michigan corporation
By: /
6
IN WITNESS WHEREOF, this Assignment and Assumption Agreement is entered into as of
the Effective Date above written.
CITY OF RIVERSIDE,MISSOURI,a Missouri
fourth-class city
By:
Kathy Rose,Mayor
[SEAL]
Attest:
By:
Robin Kincaid,City Clerk
UMB BANK,N.A.,
a national banking associa ion
By. ,
HOOVER UNIVERSAL,INC.,
a Michigan corporation
By:
6
l
3
IN WUNESS WHEREOF, this Assignment and Assumption Agreement is entered into as of
the Effective Date above written.
CYPY OF RIVERSIDE,MISSOURI,a Missouri
fomthclass city
Kathy Rose,Mayor
[SEAL]
Attest:
By.
Robin Kincaid,City Clerk
UMB BANK,N.A.,
a national banking association
By: /
HOOVER ,IN
am COrpOrah0
B
Brian Stied dent
6
i
EXHIBIT C
(FORM OF BOND)
This Bond has not been registered under the Securities Act of 1933, as amended, or any state securities
laws,and this Bond may not be transferred unless(i)the Issuer consents in writing to such transfer,and(ii)
the Issuer and the Trustee are furnished a written legal opinion from counsel acceptable to the Issuer, the
Trustee and the Tenant, to the effect that such transfer is exempt from the registration requirements of the
Securities Act of 1933,as amended,and any applicable state securities laws. This Bond may be transferred
to any successor of the Tenant or any entity owned by or under common ownership with the Tenant without
the necessity of obtaining the Issuer's consent or such an opinion.
R-2 Date:September 1,2016
UNITED STATES OF AMERICA
STATE OF MISSOURI
COUNTY OF PLATTE
CITY OF RIVERSIDE,MISSOURI
TAXABLE INDUSTRIAL REVENUE BOND
(HOOVER UNIVERSAL,INC.PROJECT)
SERIES 2016
THE CITY OF RIVERSIDE,MISSOURI,a fourth-class city organized and existing under the laws
of the State of Missouri (the "Issuer"), for value received, promises to pay, but solely from the source
hereinafter referred to,to
HOOVER UNIVERSAL,INC.
or registered assigns,on December 1,2020,the aggregate principal amount of
ELEVEN MILLION TWO HUNDRED FIFTY THOUSAND DOLLARS($11,250,000.00)
or such lesser amount as may be outstanding hereunder as reflected in the bond registration books
maintained by the Trustee. The registered owner shall note the principal amount outstanding hereunder in
the Table of Outstanding Principal Amount attached hereto, provided,however, that the registration books
maintained by the Trustee shall be the official record of the Outstanding Principal Amount of this Bond,in
any coin or currency of the United States of America which on the date of payment thereof is legal tender
for the payment of public and private debts,and in like manner to pay to the registered owner hereof,either
by check or draft mailed to the registered owner at a stated address as it appears on the bond registration
boos of the Issuer kept by the Trustee under the within mentioned Indenture or, in certain situations
authorized in the Indenture,by internal bank transfer or by wire transfer to an account in a commercial bank
or savings institution located in the continental United States,interest on the Outstanding Principal Amount
(as hereinafter defined)from September 1,2016 at the rate of 2.00%per annum payable in arrears on each
December 1, commencing December 1, 2016 and upon maturity, and continuing thereafter until the said
Outstanding Principal Amount is paid in full; provided, however, in no event shall the interest rate on the
Bond exceed the maximum permitted amount under Section 108.170 of the Revised Statutes of Missouri.
Interest shall be computed on the basis of a year of 360 days consisting of 12 months of 30 days each.
Principal on this Bond shall be payable on the maturity date set forth above,unless such principal shall have
been paid as a result of a redemption of the Bonds prior to such maturity date.
As used herein,the term"Outstanding Principal Amount"means the aggregate of principal amount
of all Bonds outstanding under the provisions of the hereinafter defined Indenture,as reflected in the records
maintained by the Trustee.
The Trustee shall keep and maintain a record of the amounts deposited into the Project Fund
pursuant to the terms of the Indenture as "Principal Amount Deposited into Project Fund"and shall enter
the aggregate principal amount of this Bond then outstanding on its records as the "Outstanding Principal
Amount" on its records maintained for this Bond. On each date upon which a portion of the Outstanding
Principal Amount is paid to the registered owner hereof, pursuant to the optional redemption provisions of
the Indenture, the Trustee shall enter on its records the principal amount paid on the Bond as "Principal
Amount Paid Pursuant to Optional Redemption Provisions," and shall enter the then outstanding principal
amount of this Bond as "Outstanding Principal Amount" on its records. The registered owner may from
time to time enter the respective amounts deposited into the Project Fund pursuant to the terms of the
Indenture under the column headed"Principal Amount Deposited Into Project Fund"on the attached Table
of Outstanding Principal Amount(the"Table")and may enter the aggregate principal amount of this Bond
then outstanding under the column headed"Outstanding Principal Amount"on the attached Table. On each
date upon which a portion of the Outstanding Principal Amount is paid to the registered owner hereof
pursuant to the optional redemption provisions of the Indenture,the registered owner may enter the principal
amount paid on this Bond under the column headed "Principal Amount Paid Pursuant to Optional
Redemption Provisions" on the Table and may enter the then outstanding principal amount of this Bond
under the column headed"Outstanding Principal Amount" on the Table. However,the records maintained
by the Trustee as to amounts deposited into the Project Fund or principal amounts paid on this Bond shall be
the official records of the Outstanding Principal Amount for all purposes.
THIS BOND is a duly authorized Bond of the Issuer designated "City of Riverside, Missouri
Taxable Industrial Revenue Bonds(Hoover Universal,Inc.Project), Series 2016,"in the aggregate principal
amount of$20,000,000(the`Bonds'),to be issued for the purpose of providing funds to pay the cost of(a)
acquiring certain real property located at approximately 4101 Mattox Road in Riverside, Missouri (the
"Project Site"), (b) leasing the Project Site to Hoover Universal, Inc., a Michigan corporation (the
"Company") pursuant to a Lease Agreement dated December 15, 2010, as amended, for the purpose of
construction of an approximately 175,000 square foot manufacturing facility thereon, including the
purchase and installation of equipment and fixtures related thereto(the"Project Improvements"), and(c)
paying a portion of the costs of issuing the Bonds, all pursuant to the authority of and in full compliance
with the provisions, restrictions and limitations and Article VI, Section 27(b)of the Missouri Constitution
and Sections 100.010 through 100.200, inclusive, of the Revised Statutes of Missouri, as amended,and
pursuant to proceedings duly had by the governing body of the Issuer.
THE BONDS are issued under and are equally and ratably secured and entitled to the protection
given by a Trust Indenture dated as of December 15,2010, as amended (said Trust Indenture, as amended
and supplemented from time to time in accordance with the provisions thereoC being herein called the
"Indenture',between the Issuer and UMB Bank,N.A.,as trustee(the"Trustee"). Subject to the terms and
conditions set forth therein,the Indenture permits the Issuer to issue Additional Bonds(as defined therein)
secured by the Indenture on a parity with the Bonds. Reference is hereby made to the Indenture for a
description of the provisions, among others, with respect to the nature and extent of the security for the
Bonds, the rights, duties and obligations of the Issuer, the Trustee and the owners of the Bonds, and the
terms upon which the Bonds are issued and secured.
THIS BOND shall be subject to redemption and payment as provided in the Indenture:
In the event the Bonds are to be called for redemption as provided in the Indenture,the Tenant shall
deliver written notice to the Issuer and the Trustee that it has elected to redeem all or a portion of the Bonds
in accordance with the Indenture at least ten days prior to the scheduled redemption date. The Trustee shall
then deliver written notice to the Owner of this Bond at least five days prior to the scheduled redemption
date by first class mail stating the date upon which the Bonds will be redeemed and paid.
THE BONDS are special obligations of the Issuer payable solely out of the rents, revenues and
receipts derived by the Issuer from the Project and not from any other fund or source of the Issuer, and are
secured by a pledge and assignment of the Project and of such rents, revenues and receipts, including all
rentals and other amounts to be received by the Issuer under and pursuant to the Lease,all as provided in the
Indenture. The Bonds do not constitute general obligations of the Issuer or the State of Missouri, and
neither the Issuer nor said State shall be liable thereon, and the Bonds shall not constitute an indebtedness
within the meaning of any constitutional or statutory debt limitation or restriction, and are not payable in
any manner by taxation. Pursuant to the provisions of the Lease, rental payments sufficient for the prompt
payment when due of the principal of and interest on the Bonds are to be paid by the Tenant directly to the
Trustee for the account of the Issuer and deposited in a special account created by the Issuer and designated
the "City of Riverside, Missouri, Taxable Industrial Revenue Bond Fund—Hoover Universal, Inc., Series
2016."
THE OWNER of this Bond shall have no right to enforce the provision of the Indenture or to
institute action to enforce the covenants therein, or to take any action with respect to any event of default
under the Indenture, or to institute, appear in or defend any suit or other proceedings with respect thereto,
except as provided in the Indenture. In certain events, on the conditions, in the manner and with the effect
set forth in the Indenture, the principal of all the Bonds issued under the Indenture and then Outstanding
may become or may be declared due and payable before the stated maturity thereof, together with interest
accrued thereon. Modifications or alterations of this Bond or the Indenture may be made only to the extent
and in the circumstances permitted by the Indenture.
SUBJECT TO the requirements for transfer set forth above in the legend contained on the face of
this Bond,this Bond is transferable,as provided in the Indenture,only upon the books of the Issuer kept for
that purpose at the above-mentioned office of the Trustee by the registered owner hereof in person or by
such person's duly authorized attorney, upon surrender of this Bond together with a written instrument of
transfer satisfactory to the Trustee duly executed by the registered owner or such person's duly authorized
attorney, and thereupon a new fully registered Bond or Bonds,without coupons, and in the same aggregate
principal amounts, shall be issued to the transferee in exchange therefor as provided in the Indenture, and
upon payment of the charges therein prescribed. The Issuer, the Trustee and any Paying Agent may deem
and treat the person in whose name this Bond is registered as the absolute owner hereof for the purpose of
receiving payment of,or on account of,the principal or redemption price hereof and interest due hereon and
for all other purposes.
THE BONDS are issuable in the form of one fully registered Bond without coupons in the
aggregate principal denomination of$20,000,000.
THIS BOND shall not be valid or become obligatory for any purposes or be entitled to any security
or benefit under the Indenture until the Certificate of Authentication hereon shall have been executed by the
Trustee.
IT IS HEREBY CERTIEI'IED AND DECLARED that all acts, conditions and things required to
exist, happen and be performed precedent to and in the execution and delivery of the Indenture and the
issuance of this Bond do exist, have happened and have been performed in due time, form and manner as
required by the Constitution and laws of the State of Missouri.
IN WITNESS WHEREOF,the City of Riverside,Missouri,has caused this Bond to be executed in
its name by the manual or facsimile signature of its Mayor,attested by the manual or facsimile signature of
its City Clerk and its corporate seal to be affixed hereto or imprinted hereon.
CITY OF RIVERSIDE,NUSSOURI
By
Mayor
(SEAL)
ATTEST:
By
City Clerk
TABLE OF OUTSTANDING PRINCIPAL AMOUNT
Principal Amount
Principal Amount Paid Pursuant to Outstanding Notation
Deposited Into Redemption Principal Made
Date ProiectFund Provisions Amount By
(FORM OF ASSIGNMENT)
(NOTE RESTRICTIONS ON TRANSFERS)
FOR VALUE RECEIVED,the undersigned hereby sells,assigns and transfers unto
Print or Typewrite Name,Address and Social Security or
other Taxpayer Identification Number of Transferee
the within Bond and all rights thereunder, and hereby irrevocably constitutes and appoints
attorney to transfer the within Bond on the books kept by the Trustee
for the registration and transfer of Bonds,with full power of substitution in the premises.
Dated:
NOTICE: The signature to this assignment must
correspond with the name as it appears upon the
face of the within Bond in every particular.
Signature Guaranteed By:
[Seal]
(Name of Eligible Guarantor Institution(as)
defined by SEC Rule 17Ad-15, 12CFR
240.17Ad-15,or any similar rule which Trustee
deems applicable))
By
Title:
CERTIFICATE OF AUTHENTICATION
This Bond is the Taxable Industrial Revenue Bond(Hoover Universal, Inc. Project), Series 2016,
described in the Trust Indenture. The effective date of registration of this Bond is set forth below.
UMB BANK,as Trustee
By
Date Name:
Title:
fi
GILMOkEBELL
816-221-1000 MAIN GILMORE&BELL PC ST.LOUIS
816-221-1018 FAX 2405 GRAND BOULEVARD,SUITE 1100 WICHITA
GILMOREBELL.COM KANSAS CITY,MISSOURI 64108-2521 OMAHA I LINCOLN
CITY OF RIVERSIDE,MISSOURI
RECOVERY ZONE FACILITY REVENUE BONDS
(HOOVER UNIVERSAL,INC. PROJECT)
SERIES 2010
DATE: August 24,2016
FROM: Gary Anderson
RE: Escrow Closing Letter
This Escrow Closing Letter is to facilitate the purchase of the outstanding Bond R-1 dated December 21,
2010 (the `Bond') by Hoover Universal, Inc. ("Hoover") from U.S. Bank National Association ("US
Bank'j on September 1,2016.
Hoover agrees to wire the purchase price for the Bond of$11,247,766.32 (Principal of$11,250,000 less
$2,233.68 currently held by the Bank for overpayment of interest) to US Bank on September 1, 2016
pursuant to the following wire instructions:
Bank/Branch U.S.Bank National Association
ABA Routing No. 075000022
Account Name Wires in Process
Account Number 25742492160600
Attention WI Corporate Bankin
Ref Hoover Universal
US Bank agrees to deliver no later than August 31, 2016 the original Bond with a completed assignment
with Medallion signature guarantee to UMB Bank as bond trustee at the following address to hold in escrow
until US Bank sends an email to Tony Hawkins at Anthony.hawkins(d,umb.com giving UMB the approval
to release the Bond and Assignment to Hoover.
Deliver Bond R-1 to:
UMB Bank
1010 Grand Boulevard
Fourth Floor
Corporate Trust Dept.
Kansas City,MO 64106
Attn:Tony Hawkins
Hoover then directs LIMB to authenticate new Bond R-2 in Hoover's name and hold original Bond R-2 in
safekeeping until further directions from Hoover.
1
1
U.S.BANK NATIONAL ASSOCIATION
Its: Senior Vice President
HOOVER UNIVERSAL,INC.
Its:
UMB BANK,N.A.,as Trustee
By: _
Its:
2
U.S.BANK NATIONAL ASSOCIATION
By:
Its:
HOOV.�ihITNIVE C.
By: Brian Stief
Its: President
UMB BANK,N.&,as Trustee
By:
Its:
tE
2
U.S.BANK NATIONAL ASS CIATION
By:
Its:
HOOVER UNIVERSAL,INC.
By:
Its:
UMB BANK,N.A.,as Trustee
By: 'A/ Zao�
Its ica resident
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City of Riverside,Missouri t
Riverside,Missouri 4
Attention: City Clerk
UMB Bank,N.A.
Kansas City,Missouri
Attention: Corporate Trust
Re: $11,250,000 City of Riverside,Missouri Taxable Industrial Revenue Bonds
(Hoover Universal,Inc.Project),Series 2016
Ladies and Gentlemen:
In connection with the purchase of the above-referenced Bonds (the`Bonds"),the undersigned
purchaser of the Bonds hereby represents warrants and agrees as follows:
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1. The undersigned purchaser fully understands that(a)the Bonds have been issued under
and pursuant to a Trust Indenture dated as of December 15, 2010, as amended by the Omnibus
Amendment of Bond Documents dated the date hereof(collectively,the"Indentu&%between the City of
Riverside,Missouri(the"City") and UMB Bank,N.A., as trustee(the"Trustee'),and(b)the Bonds are
payable solely out of certain rents, revenues and receipts to be derived fiom the leasing of the Leased
Property (as defined in the Indenture) to Hoover Universal, Inc., a Michigan corporation ("the r
Company"), under a Lease Agreement dated as of December 15, 2010 (the "Lease"), between the City
and the Company, with certain of such rents, revenues and receipts being pledged and assigned by the
City to the Trustee under the Indenture to secure the payment of the principal of and interest on the
Bonds, j
9
2. The undersigned purchaser understands that the Bonds are transferable only in the
manner provided for in the Indenture and discussed below and warrants that it is acqutrhrg the Bonds for
its own account with the intent of holding the Bonds as an investment,and the acquisition of the Bonds is
not made with a view toward its distribution or for the purpose of offering selling or otherwise
participating in a distribution of the Bonds.
3
3. The undersigned purchaser agrees not to attempt to offer, sell,hypothecate or otherwise
distribute the Bonds to others unless authorized by the terms of the Indenture.
4. The Company has (a)furnished to the undersigned purchaser such information about
itself as the undersigned deems necessary in order for it to make an informed investment decision with
respect to the purchase of the Bonds, (b)made available to the undersigned, during the course of this
transaction, ample opportunity to ask questions of, and to receive answers from, appropriate officers of g
the Company and the terms and conditions of the offering of the Bonds, and (c)provided to the s
undersigned all additional information which it has requested.
5. The ur dersigned purchaser is now, and was when it agreed to purchase the Bonds,
familiar with the open tions of the Company and fully aware of terms and risks of the Bonds. The
undersigned believes t iat the Bonds which it Is acquiring is a security of the kind that it wishes to
purchase and hold be investment and that the nature and amount thereof are consistent with its
investment program, t
6. The undersigned is fully aware of and satisfied with(a)the current status of the title to
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the Project and any issues related thereto and (b) the terms, amounts and providers of the insurance
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maintained pursuant to Article VII of the Lease, and the undersigned is purchasing the Bonds with full
knowledge of such matters.
7. The undersigned is fully aware of the risks associated with the Bonds if the Company
vacates,abandons or otherwise fails to occupy the Project.
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Dated: September 1,2016
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HOOVER RSAL,
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Name: F
Title:
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