HomeMy WebLinkAboutFIN 26-15 C`is 00 -s- Report to
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I KERIN
Report Number: FIN 26-15
Date: October 26, 2015
From: Paul Bigioni
Director, Corporate Services & City Solicitor
Subject: Veridian Corporation - Promissory Note Amending Agreement
Recommendation:
1. That the maturity date on the Promissory Note in the amount of$7,095,000 owed
by Veridian Corporation to the City be amended to December 31, 2018 at its face
value subject to the existing terms and conditions and bearing interest at the
greater of 6% or the Ontario Energy Board Deemed Rate as indicated on the Note;
2. That a By-law in the form attached providing for the approval and execution of a
Note Amending Agreement be passed;
3. That the Mayor and Clerk be authorized to execute the Note Amending Agreement
on behalf of the City of Pickering in the form attached;
4. That the Director, Corporate Services & City Solicitor be authorized to undertake
any actions including negotiations or amendments to the terms and conditions of
the Promissory Notes and/or the Note Amending Agreement which may be
necessary in order to put the foregoing into effect; and
5. That the appropriate officials at the City of Pickering be given authority to take
necessary action to give effect thereto.
Executive Summary: Veridian Corporation, at its meeting of Thurdsay, September
24, 2015, approved renewing the Veridian Corporation Promissory Note of$7,095,000
for the City of Pickering, with a new maturity date of December 31, 2018.
It is now appropriate for Council to approve the renewal of this Note and to provide the
Director, Corporate Services & City Solicitor the necessary authority to give effect
thereto.
Financial Implications: The City currently receives $425,700 per year in interest
from this investment. Amending the promissory note maturity date will ensure that the
City continues to receive this revenue stream.
FIN 26-15 October 26, 2015
Subject: Veridian Corporation — Promissory Note Amending Agreement Page 2
•
Discussion: Should Council approve staffs recommendations, the amount of
principal owing to the City of Pickering will remain unchanged at $7,095,000. However,
the Veridian Corporation Note will be extended for a further three years from December
31, 2015 to December 31, 2018. It is anticipated that the rate of interest (6.0%)will
remain the same or be higher during the three year renewal term.
At the stated rate of interest, this investment provides the City's highest yielding rate of
return on any of its corporate notes. At this time, there is no other form of investment
with the same relatively low level of risk that provides this rate of return. The City also
owns approximately 41% of Veridian, providing an additional level of assurance that the
Note and all accruing interest will be repaid. Table One below provides a summary of
the Veridian Promissary Notes held by the City.
Table One
Maturity Principal Interest Interest
Promissory Note Desc. Dates Amount Rate Earned per year
Due Dec
Veridian Corporation (VC) 31, 2015 * $7,095,000 6.00% $425,700
Due Dec
Veridian Conn Inc (VCI) 31, 2019 $17,974,000 4.47% 803,438
Total Interest Revenue $1,229,138
* Extending the maturity date to December 31, 2018 is the subject of this Report.
CORP0227-07/01 revised
FIN 26-15 October 26, 2015
Subject: Veridian Corporation — Promissory Note Amending Agreement Page 3
The decision by Council to merge Pickering Hydro with Clarington Hydro and Ajax
Hydro to form Veridian Corporation continues to benefit the Pickering taxpayer. Table
Two provides a financial snapshot of the dividends and interest payments received from
Veridian from 2010 up to and including 2015.
Table Two
$4,000,000
$3,500,000 ■
$3,000,000 ■ . ■
$2,500,000 ■ . ■ ■ ■
$2,000,000 ■ , ■ ■ ■
$1,500,000 - . ■ � � ■
$1,000,000
2010 2011 2012 2013 2014 2015
■ Dividends ■ Interest
From 2010 to 2015, the City has received $21.1 million that is used to fund City general
operations. The City's 2015 budget includes $3.1 million in Veridian revenues consisting
of$1.9 in dividends and $1.2 in interest payments. Without the Veridian revenues, the
2015 property tax levy increase would have increased from 3.75% to 10.1% or the City
would have had to make severe reductions to its operating and capital budgets.
Attachments:
1. Veridian Corporation Resolution #2015-VC38
2. By-law to Approve and Authorize the Execution of a Note Amending Agreement
3. Note Amending Agreement
CORP0227-07/01 revised
FIN 26-15 October 26, 2015
Subject: Veridian Corporation — Promissory Note Amending Agreement Page 4
Prepared By: Appro • Endorsed By:
t
Stan Karwowski Paul Bi•ioni
Division Head, Finance & Treasurer Director, Corpora.- Services & City Solicitor
SK:ks
Recommended for the consideration
of Pickering City Council
e92-0`5
l
Tony Prevedel, P.Eng.
Chief Administrative Officer
CORP0227-07/01 revised
•
•
ATTACHMENT# / TO REPORT# a 10-
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MEMORANDUM
VERIDIAN
C O N N E C T I O N S
To: Martin DeRond,Town of Ajax Cc: Laurie McLorg
Matt MacDonald, City of Belleville Michael Angemeer
Debbie Shields, City of Pickering George Armstrong
Ann Greentree,Municipality of Tanya Laschuk,
Clarington
From: Adrienne Windsor
•
Date: October 5,2015
Re: Extension of Veridian Corporation Promissory Notes—Instructions to Municipal
Shareholders
I have received a request for directions as to the steps that are required to take in order to complete the
extension of the Veridian Corporation Promissory Notes.
Steps to be taken
Veridian Corporation now wishes to extend the maturity date for an additional period of three years to
December 31, 2018, such extension to be effective as of December 30,2015. This will be achieved by taking
the following steps, which is the same process that was followed in 2012 to effect the extension of the
Current Promissory Notes:
1. Veridian Corporation, Veridian Connections Inc. and Veridian Energy Inc. approved the
following resolutions at their September 24,2015 board meetings.
Resolution#2015-VC38(Veridian Corporation and Veridian Energy Inc.)
Resolution#2015-VCI28 (Veridian Connections Inc.)
RESOLVED THAT;
WHEREAS the Promissory Notes owed by Veridian Corporation to the municipal
shareholders mature on December 31st, 2015; and, WHEREAS Veridian Management
and Treasurers of the municipal shareholders have met and agreed upon terms for
renewal of the Promissory Notes;
The Audit and Risk Management Committee recommends to the Veridian Corporation
Board and the Veridian Connections Board the renewal of the Shareholder Promissory
Notes as outlined in the report prepared by the Vice President Financial Services and
Chief Financial Officer as presented to the Veridian Corporation Audit and Risk
Management Committee meeting held on September 2,2015.
:ATTACHMENT# � :TO REPORT# a(0- t S�
Date: October 5,2015 a .of. °Z Page 2
Memo re: Extension of Veridian Corporation Promissory Notes—
Instructions to Municipal Shareholders
2. Our solicitors, Borden, Ladner Gervais have prepared a by-law (attached) to be passed by each
of the Municipal Shareholders in order to:
(i) authorize the entry of such Municipal Shareholder into the Note Amending
Agreement,
(ii) Cu)i approve the issue by Veridian Corporation of its respective New Promissory
Note,and
(iii) agree to surrender its Current Promissory Note for cancellation. Each Municipal
Shareholder should review and complete the required details in the draft by-law
provided and pass such by-law at the required meeting of the Municipal
Shareholder.
Note: Borden Ladner Gervais holds the Current Promissory Notes in their vault, on behalf of
the Municipal Shareholders;therefore there is no requirement for the Municipal Shareholders to
physically surrender the Current Promissory Notes.
3. Once such by-law has been passed,each Municipal Shareholders should provide:
(i) a scanned pdf copy by email to Adrienne Windsor; (awindsor@veridian.on.ca),and
(ii) an original of the executed by-law, to Veridian Corporation, 55
Taunton Road E.,
Ajax,Ontario,Attention Adrienne Windsor.
•
4. Once Veridian has received a copy of each by-law, I will commence circulating the Note
Amending Agreement and New Promissory Note to be executed by each Municipal Shareholder.
I will make contact with each one of you to schedule the date/time the agreement can be
executed by yourself and your Mayor.
5. Once all relevant parties have signed the Note Amending Agreement and New Promissory
Notes,Veridian will provide such documents, and the by-laws of the Municipal Shareholders, to
Borden Ladner Gervais. The documents will be dated and come into effect on December 30,
2015. On December 30, we will arrange for the Current Promissory Notes, which are held in
Borden, Ladner Gervais's vault, to be marked cancelled. With the permission of the Municipal
Shareholders,we will then deposit the New Promissory Notes in Borden Ladner Gervais's vault
to be held pending further instructions from the Municipal Shareholders.
6. Finally, pdf copies of the executed and dated Note Amending Agreement and New Promissory
Notes to all parties will be delivered to each respective office for your records.
I trust the above is helpful. Please do not hesitate to contact me should you have any additional
questions regarding the process.
ATTACHMENT# a TO REPORT# F./,- a(o -1ST
.of.
THE CORPORATION OF THE CITY OF PICKERING
BY-LAW NO. 1.1/15
Being a by-law to approve and authorize the execution of a note amending agreement
made as of the [_26th 1 day of [ October], 2015 in respect of fourth amended and
restated promissory notes dated October 31, 2012 issued by Veridian Corporation in
favour of The Corporation of the Town of Ajax, The Corporation of the City of
Belleville,The Corporation of the Municipality of Clarington and The Corporation of the
City of Pickering, and to approve the issue of fifth amended and restated promissory
notes dated as of the [30th ] day of[December ],2015.
WHEREAS the Electricity Act, 1998 authorized a municipality to make by-laws transferring employees,
assets, liabilities, rights and obligations of the municipal corporation and to receive securities as
consideration therefor and Veridian Corporation ("VC") issued promissory notes (the "Original Notes")
dated September 28, 2001 in favour of The Corporation of the Town of Ajax("Ajax), The Corporation of
the City of Belleville ("Belleville"), The Corporation of the Municipality of Clarington ("Clarington")
and The Corporation of the City of Pickering("Pickering")due on the 31st day of October,2006;
AND WHEREAS the Original Notes were amended and restated pursuant to note amending agreements
dated as of October 1, 2006, October 31,2009 and October 31, 2012 and the fourth amended and restated
promissory notes dated the 31st day of October, 2012 are due on the 31st day of December, 2015 (the
"Fourth Restated Notes");
AND WHEREAS VC has requested an extension of the maturity date of the Fourth Restated Notes;
NOW THEREFORE THE COUNCIL OF THE CORPORATION OF THE CITY OF PICKERING
ENACTS AS FOLLOWS:
1. THAT Council approves the extension of the maturity date of the Fourth Restated Notes
to the 31st day of December,2018.
2. THAT Council approves and authorizes the note amending agreement(the"Agreement")
made as of the [26 ] day of[ October], 2015 amongst Ajax,Belleville, Clarington and Pickering, as
the holders of the Fourth Restated Notes and VC, Veridian Connections Inc. and Veridian Energy Inc. in
the form of the draft agreement presented to Council and attached hereto as Schedule"A".
3. THAT Council approves the issue of the fifth amended and restated promissory notes
(each a"Fifth Restated Note")by VC pursuant to the Agreement.
4. THAT the Mayor and the Clerk are authorized to execute the Agreement.
5. THAT the Clerk is authorized and directed to surrender to VC the Fourth Restated Note
in favour of this Municipality in the principal amount of$7,095,000 and to receive a Fifth Restated Note
in favour of this Municipality pursuant to the Agreement.
6. THAT the Clerk is authorized to affix the Corporate Seal of The Corporation of the City
of Pickering to the Agreement.
ATTACHNIENT# TO REPORT# - 1 S�
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THIS BY-LAW SHALL COME INTO FORCE AND TAKE EFFECT IMMEDIATELY ON AND
AFTER THE PASSING THEREOF.
Read a first time this 26 day of October,2015.
Read a second time this 26 day of October,2015.
Read a third time this 26 day of October,2015.
David Ryan,Mayor
Debbie Shields,Clerk
TOR01:5997237:v2
ATTACHMENT# TO REPORT# Fr ?to - /S�
.Of a �
NOTE AMENDING AGREEMENT
THIS AGREEMENT made as of the 30th day of December, 2015.
BETWEEN:
The Corporation of the Town of Ajax ("Ajax")
-and—
The Corporation of the Municipality of Clarington ("Clarington")
and—
The Corporation of the City of Pickering("Pickering")
-and—
The Corporation of the City of Belleville("Belleville")
(Ajax, Belleville, Clarington and Pickering are referred to collectively herein
as the"Veridian Shareholders")
-and—
Veridian Corporation, a corporation existing under the laws of
Ontario ("VC")
-and—
Veridian Connections Inc., a corporation existing under the laws of
Ontario("VCI")
-and—
Veridian Energy Inc., a corporation existing under the laws of
Ontario ("VEI")
(VC,VCI and VEI are referred to collectively herein as the"Veridian
Group")
ATTACHMENT# TO REPORT# F/ a(, --/
S�
-2-0faA
RECITALS:
A. VC has previously issued one promissory note to each of the Veridian Shareholders
(collectively the "VC Notes") issued pursuant to the applicable transfer by-laws enacted
pursuant to the authority granted under the Electricity Act, 1998, which VC Notes are
outstanding as of the date hereof;
B. The Veridian Shareholders wish to amend the VC Notes as provided herein;
C. The Veridian Shareholders have consulted with the Veridian Group in connection With
the proposed amendments to the VC Notes;
NOW THEREFORE THIS AGREEMENT WITNESSES that in consideration
of the respective covenants and agreements herein contained and other good and valuable
consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto
agree as follows:
1. Amendment: The Veridian Shareholders will surrender forthwith to VC the existing VC
Notes (the VC Notes hereinafter collectively, the "Predecessor Notes") (descriptions of such
Predecessor Notes being set out in Appendix "A" attached hereto). VC will forthwith issue an
amended and restated promissory note to each of the four Veridian Shareholders (the"Amended
and Restated Promissory Notes") in the same principal amounts as the VC Notes in the forms
attached hereto as Appendix `B". For greater clarity, the amendment and restatement of the
Predecessor Notes shall not extinguish the debt created pursuant to the transfer by-laws and
Predecessor Notes and such debt is continued as amended and restated in the Amended and
Restated Promissory Notes.
2. Counterparts: This Note Amending Agreement may be executed in any number of
counterparts, each of which will be deemed to be an original and all of which taken together will
be deemed to constitute one and the same agreement.
IN WITNESS WHEREOF the parties hereto have duly authorized and executed
this Note Amending Agreement as of the day and year first above written.
THE CORPORATION OF THE TOWN OF AJAX
By: c/s
Name: Steve Parish
Title: Mayor
By: c/s
Name: Martin DeRond
Title: Clerk
_ i
ATTACHMENT# 3 TO REPORT# r/hI
-3 - 3 .of. a c c96—(s-
THE CORPORATION OF THE CITY OF
BELLEVILLE
By: c/s
Name: Taso Christopher
Title: Mayor
By: c/s
Name: Matt MacDonald
Title: Clerk
THE CORPORATION OF THE MUNICIPALITY OF
CLARINGTON
By: c/s
Name: Adrian Foster
Title: Mayor
By: c/s
Name: Ann Greentree
Title: Clerk
THE CORPORATION OF THE CITY OF
PICKERING
By: c/s
Name: David Ryan
Title: Mayor
By: c/s
• Name: Debbie Shields
Title: Clerk
ATTACHMENT# 3 TO REPORT# r/ri
-4- cD, 6; '-/c
VERIDIAN CORPORATION
By: c/s
Name:
Title: President
By: c/s
Name:
Title: Chair
VERIDIAN CONNECTIONS INC.
By: c/s
Name:
Title: President
By: c/s
Name:
Title: Chair
VERIDIAN ENERGY INC.
By: c/s
Name:
Title: President
By: c/s
Name:
Title: Director
ATTACHMENT# J TO REPORT# Fi
.of. �. oZ e::26
Appendix"A"
"A"
Four(4)VC Predecessor Notes described below.
Issuer Holder Date Principal Amount
1. Veridian Corporation The Corporation of the October 31St, $5,550,000
Town of Ajax 2012
2. Veridian Corporation The Corporation of the October 31st, $2,355,000
Municipality of 2012
Clarington
3. Veridian Corporation The Corporation of the October 31St, $7,095,000
City of Pickering 2012
4. Veridian Corporation The Corporation of the October 31St, $2,206,000
City of Belleville 2012
•
ATTACHMENT# 3 TO REPORT#//nI
.of. a b-1C
Appendix "B"
Four(4)VC Amended and Restated Promissory Notes attached hereto.
TOR01:5989554:v5
ATTACHMENT# TO REPORT# Fp,
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FIFTH AMENDED AND RESTATED TERM PROMISSORY NOTE
Maturity Date: December 31St, 2018
Principal Amount: $5,550,000
This note amends and restates a Fourth Amended and Restated Promissory Note
(the "Predecessor Note") issued by Veridian Corporation to the Corporation of the Town
of Ajax(the "Holder") on October 31st, 2012 for the Principal Amount. The Predecessor
Note was issued pursuant to By-law No. 135-2012 of the Holder.
This note amends the terms of repayment of, and does not extinguish, the debt
created pursuant to the transfer by-law (enacted pursuant to the authority granted under
the Electricity Act, 1998) as set forth originally in By-Law 115-99 of the Holder, as
amended by By-Law 135-2012, and the Predecessor Note.
FOR VALUE RECEIVED, Veridian Corporation (the "Corporation"), hereby
promises to pay to or to the order of the Corporation of the Town of Ajax, in lawful
money of Canada, on December 31st, 2018 (the "Maturity Date") at the principal office
of the Holder, the principal amount of FIVE MILLION, FIVE HUNDRED AND FIFTY
THOUSAND Dollars ($5,550,000) (the "Principal Amount") together with interest on
the unpaid Principal Amount.
1. Interest Rate. Interest on the Principal Amount shall be calculated annually, not
in advance, for the period from January 1st, 2016 until the Maturity Date, at a rate
equal to the greater of: (a) six percent (6%), and (b) a rate equal to the Ontario
Energy Board ("OEB") deemed long-term debt rate as set forth on an annual
basis in the OEB's Cost of Capital Parameter Updates for Cost of Service
Applications, or as the deemed long-term debt rate may otherwise be established
by the OEB (the "Interest Rate"). Interest at the Interest Rate shall be payable
on December 31st in each year up to and including the Maturity Date. The
Corporation acknowledges that the Interest Rate payable pursuant to this note
shall be automatically amended from time to time to reflect the deemed rate
established by the OEB from time to time and this note shall be automatically
amended from time to time to reflect any change to the Interest Rate as
determined by the OEB provided that such deemed rate is greater than six percent
(6%). Notwithstanding that the Interest Rate pursuant to this note shall be
amended, the effective date of any change in the Interest Rate pursuant to this
note will be as of January 1st each year.
2. Acceleration on Default. Upon default in the payment of any principal or interest
due hereunder, or if the undersigned shall become insolvent or bankrupt or make a
proposal in bankruptcy, the entire unpaid principal indebtedness owing by the
undersigned to the Holder evidenced hereby and all interest accrued thereon to the
date of payment shall forthwith become due and payable upon demand by the
Holder subject to any subordination and postponement to any other financial
institution or lender.
ATTACHMENT# TO REPORT#
S .ofa a6"/�
3. Ranking of this Note. This Note shall rank equally in all respects as to the
payment of principal and interest hereunder with promissory notes issued to the
Corporation of the City of Pickering, to the Corporation of the Municipality of
Clarington and to the Corporation of the City of Belleville (collectively the
"Municipalities") described in Schedule "A" hereto (together the "Other
Notes").
4. Conversion of this Note. All (but not less than all) of the Principal Amount of
this Note is convertible into fully-paid and non-assessable common shares of the
Corporation based on the exchange ratio specified herein at the option of the
Holder, which option may be exercised by the Holder by notice in writing to the
Corporation on or before the Maturity Date. The exchange ratio for the
conversion of the Principal Amount of this Note shall be on the basis that, for
every $1,000.00 of Principal Amount, 1 fully paid and non-assessable common
share of the Corporation shall be issued to the Holder. The conversion of the
Principal Amount will be effected on the date determined by the Holder following
consultation with the Corporation.
5. Subordination. The Holder acknowledges and agrees that the obligation of the
Corporation to repay the Principal Amount and the principal amount of the Other
Notes is subordinated and postponed to the obligations of the Corporation from
time to time to any other financial institution or lender. The Holder will execute,
promptly do, deliver or cause to be done, executed and delivered all further acts,
documents and things as may be required to provide for the subordination and
postponement of the Holder's rights evidenced by this Note.
6. Revisions and Replacement. At the sole option of the Holder, the Maturity Date
and any of the terms of this Note may be revised, changed or restated by the
Holder following consultation with the Corporation. If this Note is revised,
changed or restated, the Corporation may cancel and replace this Note in which
case,the Holder shall forthwith surrender this Note for cancellation.
7. Sale of Shares. In the event that the Holder transfers its common shares in the
capital of the Corporation (in accordance with the terms of a shareholders'
agreement among the Holder, the Municipalities, Veridian Connections Inc.,
Veridian Energy Inc. and the Corporation dated September 28, 2001, as amended
and/or restated from time to time) prior to the Maturity Date, the Note shall
remain due to the Holder in accordance with its terms.
8. Note Non-negotiable and Non-assignable. The Note shall be non-negotiable and
non-assignable.
ATTACHMENT# 3 TO REPORT#F(/J
IN WITNESS WHEREOF Veridian Corporation has caused this Note to be
signed under its corporate seal by its duly authorized officers as of this [ day of
1,2015.
VERIDIAN CORPORATION
By:
Name:
Title: Chair
By:
Name:
Title: President
•
_4_ ATTACHMENT# J TO REPORT# /� c2(0.1c
/ O .of.
SCHEDULE"A"
1. Fourth Amended and Restated Term Promissory Note issued by Veridian
Connections Inc.to the Corporation of the Municipality of Clarington in the
principal amount of$5,966,000 and dated March 30, 2010.
2. Fourth Amended and Restated Term Promissory Note issued by Veridian
Connections Inc. to the Corporation of the City of Pickering in the principal
amount of$17,974,000 and dated March 30, 2010.
3. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the Municipality of Clarington in the principal
amount of$2,355,000 and dated [ -I,2015.
4. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the City of Pickering in the principal amount of
$7,095,000 and dated [ -I, 2015.
5. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the City of Belleville in the principal amount of
$2,206,000 and dated [ 1, 2015.
6. Fourth Amended and Restated Term Promissory Note issued by Veridian
Connections Inc. to the Corporation of the City of Belleville in the principal
amount of$5,588,000 and dated March 30, 2010.
TOR01:5989550:v2
ATTACHMENT#3 TO REPORT#rp o?(,,/c
ft .of.
FIFTH AMENDED AND RESTATED TERM PROMISSORY NOTE
Maturity Date: December 31st,2018
Principal Amount: $2,355,000
This note amends and restates a Fourth Amended and Restated Promissory Note
(the "Predecessor Note") issued by Veridian Corporation to the Corporation of the
Municipality of Clarington (the "Holder") on October 31st, 2012 for the Principal
Amount. The Predecessor Note was issued pursuant to By-law No. 2012-077 of the
Holder.
This note amends the terms of repayment of, and does not extinguish, the debt
created pursuant to the transfer by-law (enacted pursuant to the authority granted under
the Electricity Act, 1998) as set forth originally in By-Law 99-173 of the Holder, as
amended by By-Law 2012-077, and the Predecessor Note.
FOR VALUE RECEIVED, Veridian Corporation (the "Corporation"), hereby
promises to pay to or to the order of the Corporation of the Municipality of Clarington, in
lawful money of Canada, on December 31St, 2018 (the "Maturity Date") at the principal
office of the Holder, the principal amount of TWO MILLION, THREE HUNDRED
AND FIFTY-FIVE THOUSAND Dollars ($2,355,000) (the "Principal Amount")
together with interest on the unpaid Principal Amount.
1. Interest Rate. Interest on the Principal Amount shall be calculated annually, not
in advance, for the period from January 1St, 2016 until the Maturity Date, at a rate
equal to the greater of: (a) six percent (6%), and (b) a rate equal to the Ontario
Energy Board ("OEB") deemed long-term debt rate as set forth on an annual
basis in the OEB's Cost of Capital Parameter Updates for Cost of Service
Applications, or as the deemed long-term debt rate may otherwise be established
by the OEB (the "Interest Rate"). Interest at the Interest Rate shall be payable
on December 31St in each year up to and including the Maturity Date. The
Corporation acknowledges that the Interest Rate payable pursuant to this note
shall be automatically amended from time to time to reflect the deemed rate
established by the OEB from time to time and this note shall be automatically
amended from time to time to reflect any change to the Interest Rate as
determined by the OEB provided that such deemed rate is greater than six percent
(6%). Notwithstanding that the Interest Rate pursuant to this note shall be
amended, the effective date of any change in the Interest Rate pursuant to this
note will be as of January 1St each year.
2. Acceleration on Default. Upon default in the payment of any principal or interest
due hereunder, or if the undersigned shall become insolvent or bankrupt or make a
proposal in bankruptcy, the entire unpaid principal indebtedness owing by the
undersigned to the Holder evidenced hereby and all interest accrued thereon to the
date of payment shall forthwith become due and payable upon demand by the
Holder subject to any subordination and postponement to any other financial
institution or lender.
ATTACHMENT# TO REPORT# FP," oZ(p-6
-2 - fc
3. Ranking of this Note. This Note shall rank equally in all respects as to the
payment of principal and interest hereunder with promissory notes issued to the
Corporation of the Town of Ajax, to the Corporation of the City of Pickering and
to the Corporation of the City of Belleville (collectively the "Municipalities")
described in Schedule "A"hereto(together the "Other Notes").
4. Conversion of this Note. All (but not less than all) of the Principal Amount of
this Note is convertible into fully-paid and non-assessable common shares of the
Corporation based on the exchange ratio specified herein at the option of the
Holder, which option may be exercised by the Holder by notice in writing to the
Corporation on or before the Maturity Date. The exchange ratio for the
conversion of the Principal Amount of this Note shall be on the basis that, for
every $1,000.00 of Principal Amount, 1 fully paid and non-assessable common
share of the Corporation shall be issued to the Holder. The conversion of the
Principal Amount will be effected on the date determined by the Holder following
consultation with the Corporation.
5. Subordination. The Holder acknowledges and agrees that the obligation of the
Corporation to repay the Principal Amount and the principal amount of the Other
Notes is subordinated and postponed to the obligations of the Corporation from
time to time to any other financial institution or lender. The Holder will execute,
promptly do, deliver or cause to be done, executed and delivered all further acts,
documents and things as may be required to provide for the subordination and
postponement of the Holder's rights evidenced by this Note.
6. Revisions and Replacement. At the sole option of the Holder, the Maturity Date
and any of the terms of this Note may be revised, changed or restated by the
Holder following consultation with the Corporation. If this Note is revised,
changed or restated, the Corporation may cancel and replace this Note in which
case,the Holder shall forthwith surrender this Note for cancellation.
7. Sale of Shares. In the event that the Holder transfers its common shares in the
capital of the Corporation (in accordance with the terms of a shareholders'
agreement among the Holder, the Municipalities, Veridian Connections Inc.,
Veridian Energy Inc. and the Corporation dated September 28, 2001, as amended
and/or restated from time to time) prior to the Maturity Date, the Note shall
remain due to the Holder in accordance with its terms.
8. Note Non-negotiable and Non-assignable. The Note shall be non-negotiable and
non-assignable.
ATTACHMENT# _TO REPORT#Ffi■\
- 3 - ( 3 .of. a a(a-�S
IN WITNESS WHEREOF Veridian Corporation has caused this Note to be
signed under its corporate seal by its duly authorized officers as of this [ 1 day of
I 1, 2015.
VERIDIAN CORPORATION
By:
Name:
Title: Chair
By: •
Name:
Title: President
•
ATTACHMENT# TO REPORT#f,
-4- / I-7Z-.Of. ,c9_a a6
SCHEDULE"A"
1. Fourth Amended and Restated Term Promissory Note issued by Veridian
Connections Inc.to the Corporation of the Town of Ajax in the principal amount
of$14,060,000 and dated March 30, 2010.
2. Fourth Amended and Restated Term Promissory Note issued by Veridian
Connections Inc. to the Corporation of the City of Pickering in the principal
amount of$17,974,000 and dated March 30,2010.
3. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the Town of Ajax in the principal amount of
$5,550,000 and dated F 1,2015.
4. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the City of Pickering in the principal amount of
$7,095,000 and dated [ 1, 2015.
5. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the City of Belleville in the principal amount of
$2,206,000 and dated [ 1,2015.
6. Fourth Amended and Restated Term Promissory Note issued by Veridian
Connections Inc. to the Corporation of the City of Belleville in the principal
amount of$5,588,000 and dated March 30,2010.
TOR01:5989549:v3
' II
•
ATTACHMENT# 3 TO REPORT#F.-0J
I S.of. a a a6-1ST_
FIFTH AMENDED AND RESTATED TERM PROMISSORY NOTE
Maturity Date: December 31st, 2018
Principal Amount: $7,095,000
This note amends and restates a Fourth Amended and Restated Promissory Note
(the "Predecessor Note") issued by Veridian Corporation to the Corporation of the City
of Pickering (the "Holder") on October 31st, 2012 for the Principal Amount. The
Predecessor Note was issued pursuant to By-law No. 7245/12 of the Holder.
This note amends the terms of repayment of, and does not extinguish, the debt
created pursuant to the transfer by-law (enacted pursuant to the authority granted under
the Electricity Act, 1998) as set forth originally in By-Law 5586/99 of the Holder, as
amended by By-Law 7245/12, and the Predecessor Note.
FOR VALUE RECEIVED, Veridian Corporation (the "Corporation"), hereby
promises to pay to or to the order of the Corporation of the City of Pickering, in lawful
money of Canada, on December 31st, 2018 (the "Maturity Date") at the principal office
of the Holder, the principal amount of SEVEN MILLION NINETY-FIVE THOUSAND
Dollars ($7,095,000) (the "Principal Amount") together with interest on the unpaid
Principal Amount.
1. Interest Rate. Interest on the Principal Amount shall be calculated annually, not
in advance, for the period from January 1st, 2016 until the Maturity Date, at a rate
equal to the greater of: (a) six percent (6%), and (b) a rate equal to the Ontario
Energy Board ("OEB") deemed long-term debt rate as set forth on an annual
basis in the OEB's Cost of Capital Parameter Updates for Cost of Service
Applications, or as the deemed long-term debt rate may otherwise be established
by the OEB (the "Interest Rate"). Interest at the Interest Rate shall be payable
on December 31St in each year up to and including the Maturity Date. The
Corporation acknowledges that the Interest Rate payable pursuant to this note
shall be automatically amended from time to time to reflect the deemed rate
established by the OEB from time to time and this note shall be automatically
amended from time to time to reflect any change to the Interest Rate as
determined by the OEB provided that such deemed rate is greater than six percent
(6%). Notwithstanding that the Interest Rate pursuant to this note shall be
amended, the effective date of any change in the Interest Rate pursuant to this
note will be as of January 15t each year.
2. Acceleration on Default. Upon default in the payment of any principal or interest
due hereunder, or if the undersigned shall become insolvent or bankrupt or make a
proposal in bankruptcy, the entire unpaid principal indebtedness owing by the
undersigned to the Holder evidenced hereby and all interest accrued thereon to the
date of payment shall forthwith become due and payable upon demand by the
Holder subject to any subordination and postponement to any other financial
institution or lender.
ATTACHMENT#3 TO REPORT#1N 6-/S
-2 - /4, .0f. ac9„
3. Ranking of this Note. This Note shall rank equally in all respects as to the
payment of principal and interest hereunder with promissory notes issued to the
Corporation of the Town of Ajax, to the Corporation of the Municipality of
Clarington and to the Corporation of the City of Belleville (collectively the
"Municipalities") described in Schedule "A" hereto (together the "Other
Notes").
4. Conversion of this Note. All (but not less than all) of the Principal Amount of
this Note is convertible into fully-paid and non-assessable common shares of the
Corporation based on the exchange ratio specified herein at the option of the
Holder, which option may be exercised by the Holder by notice in writing to the
Corporation on or before the Maturity Date. The exchange ratio for the
conversion of the Principal Amount of this Note shall be on the basis that, for
every $1,000.00 of Principal Amount, 1 fully paid and non-assessable common
share of the Corporation shall be issued to the Holder. The conversion of the
Principal Amount will be effected on the date determined by the Holder following
consultation with the Corporation.
5. Subordination. The Holder acknowledges and agrees that the obligation of the
Corporation to repay the Principal Amount and the principal amount of the Other
Notes is subordinated and postponed to the obligations of the Corporation from
time to time to any other financial institution or lender. The Holder will execute,
promptly do, deliver or cause to be done, executed and delivered all further acts,
documents and.things as may be required to provide for the subordination and
postponement of the Holder's rights evidenced by this Note.
6. Revisions and Replacement. At the sole option of the Holder, the Maturity Date
and any of the terms of this Note may be revised, changed or restated by the
Holder following consultation with the Corporation. If this Note is revised,
changed or restated, the Corporation may cancel and replace this Note in which
case,the Holder shall forthwith surrender this Note for cancellation.
7. Sale of Shares. In the event that the Holder transfers its common shares in the
capital of the Corporation (in accordance with the terms of a shareholders'
agreement among the Holder, the Municipalities, Veridian Connections Inc.,
Veridian Energy Inc. and the Corporation dated September 28, 2001, as amended
and/or restated from time to time) prior to the Maturity Date, the Note shall
remain due to the Holder in accordance with its terms.
8. Note Non-negotiable and Non-assignable. The Note shall be non-negotiable and
non-assignable.
Ai iI CNMEN1 # 3 TO REPORT# 1•3 v0 ' C
- 3 - 1 �.of.a �
IN WITNESS WHEREOF Veridian Corporation has caused this Note to be
signed under its corporate seal by its duly authorized officers as of this 1 day of
I 1, 2015.
VERIDIAN CORPORATION
By:
Name:
Title: Chair
By:
Name:
Title: President
3
ATTACHMENT# TO REPORT#[Ir
-4- .of.ca c9,6-��
SCHEDULE "A"
1. Fourth Amended and Restated Tenn Promissory Note issued by Veridian
Connections Inc.to the Corporation of the Municipality of Clarington in the
principal amount of$5,966,000 and dated March 30, 2010.
2. Fourth Amended and Restated Term Promissory Note issued by Veridian
Connections Inc. to the Corporation of the Town of Ajax in the principal amount
of$14,060,000 and dated March 30, 2010.
3. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the Municipality of Clarington in the principal
amount of$2,355,000 and dated [ 1,2015.
4. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the Town of Ajax in the principal amount of
$5,550,000 and dated [ 1, 2015.
5. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the City of Belleville in the principal amount of
$2,206,000 and dated [ 1, 2015.
6. Fourth Amended and Restated Term Promissory Note issued by Veridian
Connections Inc. to the Corporation of the City of Belleville in the principal
amount of$5,588,000 and dated March 30, 2010.
TOR01:5989551:v2
Ai TACH LNT# 3 TO REPORT# FtiJ a c —/c-
/7 .of. c=2
FIFTH AMENDED AND RESTATED TERM PROMISSORY NOTE
Maturity Date: December 31St,2018
Principal Amount: $2,206,000
This note amends and restates a Fourth Amended and Restated Promissory Note
(the "Predecessor Note") issued by Veridian Corporation to the Corporation of the City
of Belleville (the "Holder") on October 31S1, 2012 for the Principal Amount. The
Predecessor Note was issued pursuant to By-law No. 2012-174 of the Holder.
This note amends the terms of repayment of, and does not extinguish, the debt
created pursuant to the transfer by-law (enacted pursuant to the authority granted under
the Electricity Act, 1998) as set forth originally in By-Law 2000-170 of the Holder, as
amended by By-Law 2012-174, and the Predecessor Note.
FOR VALUE RECEIVED, Veridian Corporation (the "Corporation"), hereby
promises to pay to or to the order of the Corporation of the City of Belleville, in lawful
money of Canada, on December 31St, 2018 (the "Maturity Date") at the principal office
of the Holder, the principal amount of TWO MILLION, TWO HUNDRED AND SIX
THOUSAND Dollars ($2,206,000) (the "Principal Amount") together with interest on
the unpaid Principal Amount.
1. Interest Rate. Interest on the Principal Amount shall be calculated annually, not
in advance, for the period from January 1st, 2016 until the Maturity Date, at a rate
equal to the greater of: (a) six percent (6%), and (b) a rate equal to the Ontario
Energy Board ("OEB") deemed long-term debt rate as set forth on an annual
basis in the OEB's Cost of Capital Parameter Updates for Cost of Service
Applications, or as the deemed long-term debt rate may otherwise be established
by the OEB (the "Interest Rate"). Interest at the Interest Rate shall be payable
on December 31st in each year up to and including the Maturity Date. The
Corporation acknowledges that the Interest Rate payable pursuant to this note
shall be automatically amended from time to time to reflect the deemed rate
established by the OEB from time to time and this note shall be automatically
amended from time to time to reflect any change to the Interest Rate as
determined by the OEB provided that such deemed rate is greater than six percent
(6%). Notwithstanding that the Interest Rate pursuant to this note shall be
amended, the effective date of any change in the Interest Rate pursuant to this
note will be as of January 1st each year.
2. Acceleration on Default. Upon default in the payment of any principal or interest
due hereunder, or if the undersigned shall become insolvent or bankrupt or make a
proposal in bankruptcy, the entire unpaid principal indebtedness owing by the
undersigned to the Holder evidenced hereby and all interest accrued thereon to the
date of payment shall forthwith become due and payable upon demand by the
Holder subject to any subordination and postponement to any other financial
institution or lender.
ATTACHMENT# -3 TO REPORT# eF/■
-2- 010 .of. as cRb-/�
3. Ranking of this Note. This Note shall rank equally in all respects as to the
payment of principal and interest hereunder with promissory notes issued to the
Corporation of the Town of Ajax, to the Corporation of the Municipality of
Clarington and to the Corporation of the City of Pickering (collectively the
"Municipalities") described in Schedule "A" hereto (together the "Other
Notes").
4. Conversion of this Note. All (but not less than all) of the Principal Amount of
this Note is convertible into fully-paid and non-assessable common shares of the
Corporation based on the exchange ratio specified herein at the option of the
Holder, which option may be exercised by the Holder by notice in writing to the
Corporation on or before the Maturity Date. The exchange ratio for the
conversion of the Principal Amount of this Note shall be on the basis that, for
every $1,000.00 of Principal Amount, 1 fully paid and non-assessable common
share of the Corporation shall be issued to the Holder. The conversion of the
Principal Amount will be effected on the date determined by the Holder following
consultation with the Corporation.
5. Subordination. The Holder acknowledges and agrees that the obligation of the
Corporation to repay the Principal Amount and the principal amount of the Other
Notes is subordinated and postponed to the obligations of the Corporation from
time to time to any other financial institution or lender. The Holder will execute,
promptly do, deliver or cause to be done, executed and delivered all further acts,
documents and things as may be required to provide for the subordination and
postponement of the Holder's rights evidenced by this Note.
6. Revisions and Replacement. At the sole option of the Holder, the Maturity Date
and any of the terms of this Note may be revised, changed or restated by the
Holder following consultation with the Corporation. If this Note is revised,
changed or restated, the Corporation may cancel and replace this Note in which
case,the Holder shall forthwith surrender this Note for cancellation.
7. Sale of Shares. In the event that the Holder transfers its common shares in the
capital of the Corporation (in accordance with the terms of a shareholders'
agreement among the Holder, the Municipalities, Veridian Connections Inc.,
Veridian Energy Inc. and the Corporation dated September 28, 2001, as amended
and/or restated from time to time) prior to the Maturity Date, the Note shall
remain due to the Holder in accordance with its terms.
8. Note Non-negotiable and Non-assignable. The Note shall be non-negotiable and
non-assignable.
ATTACHMENT# TO REPORT# jhl
-3 - c9" .of. 0._
IN WITNESS WHEREOF Veridian Corporation has caused this Note to be
signed under its corporate seal by its duly authorized officers as of this [ 1 day of
I 1, 2015.
VERIDIAN CORPORATION
By:
Name:
Title: Chair
By:
Name:
Title: President
ATTACHMENT# 3 TO REPORT# 1/N
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SCHEDULE "A"
1. Fourth Amended and Restated Term Promissory Note issued by Veridian
Connections Inc.to the Corporation of the Municipality of Clarington in the
principal amount of$5,966,000 and dated March 30, 2010.
2. Fourth Amended and Restated Term Promissory Note issued by Veridian
Connections Inc. to the Corporation of the City of Pickering in the principal
amount of$17,974,000 and dated March 30, 2010.
3. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the Municipality of Clarington in the principal
amount of$2,355,000 and dated [ ], 2015.
4. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the City of Pickering in the principal amount of
$7,095,000 and dated [ 1, 2015.
5. Fifth Amended and Restated Term Promissory Note issued by Veridian
Corporation to the Corporation of the Town of Ajax in the principal amount of
$5,550,000 and dated [ 1, 2015.
6. Fourth Amended and Restated Term Promissory Note issued by Veridian
Connections Inc. to the Corporation of the Town of Ajax in the principal amount
of$14,060,000 and dated March 30, 2010.
TOR01:5989552:v2