HomeMy WebLinkAboutSetting a Public Hearing on a Lease for the Construction and Equipping of a Fire Stattion, a Fire Safety Traning FacilityAttest:
RESOLUTION
4253 -13
Passed by the Common Council of the City of South Bend, Indiana
April 8, 13
20
Presented by me to the Mayor of the City of South Bend, Indiana
April 9, 20 13
City Clerk
President of Common Council
Approved and signed by me A PP 1 L % Z 202-3.
City Clerk
RESOLUTION 4253 -13
RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF
SOUTH BEND, INDIANA, REGARDING THE SETTING OF A PUBLIC
HEARING ON A LEASE FOR THE CONSTRUCTION AND EQUIPPING
OF A FIRE STATION AND A FIRE SAFETY TRAINING FACILITY,
AUTHORIZING THE PUBLICATION OF A NOTICE OF THE SAME,
AND REGARDING CERTAIN RELATED MATTERS
WHEREAS, the Common Council (the "Common Council ") of the City of South
Bend, Indiana (the "City ") has determined that it is necessary to undertake certain improvements
consisting of (i) the construction, erection, equipping and leasing of a fire station facility to
replace the existing Fire Station #5 located at 2221 Prairie Avenue in the City, and (ii) the
construction, erection, equipping and leasing of a fire safety training facility located generally on
a 5.5 acre parcel near Sample and High Streets in the City (collectively, the "Projects "); and
WHEREAS, the Common Council considers it necessary to pursue the financing
of the Projects by the issuance of first mortgage bonds (the "Bonds ") by the City of South Bend
Building Corporation (the "Building Corporation ") which would be paid from lease rental
payments made by the City to the Building Corporation; and
WHEREAS, said lease rental payments will be structured such that said lease
rental payments will be paid from the Emergency Medical Service Funds (the "EMS Funds ")
expected to be received by the City and, if such EMS Funds are ever insufficient, from a tax
levied by the City for such purpose; and
WHEREAS, the EMS Funds are expected to be sufficient to pay said lease
rentals, and the pledge of a tax levy will be used to provide additional security to obtain a more
favorable bond rating on the Building Corporation's bonds which will provide a significant
savings to the City because of the lower interest rates that a more favorable bond rating will
achieve; and
WHEREAS, because the City expects to pay said lease rentals from the EMS
Funds, the Projects do not constitute "controlled projects" as provided by Indiana Code 6- 1.1 -20-
1.1; and
WHEREAS, the Common Council desires to hold a public hearing regarding the
determination to enter into such a lease to provide for the financing of the Projects; and
WHEREAS, the Common Council further desires to initiate a petition of
taxpayers requesting the City enter into a lease of the Projects with the Building Corporation;
and
NOW, THEREFORE, BE IT RESOLVED, by the Common Council of the City
of South Bend, Indiana, as follows:
DMS_US 51827101v2
Section I. The Common Council hereby authorizes a hearing to be held by
this Common Council pursuant to IC 36 -1 -10 for the purpose of receiving public input regarding
the determination to enter into a lease for the purpose of completing a lease financing for the
Projects. Such hearing shall be held at a regular meeting of the Common Council on April 22,
2013, at 7:00 p.m. (local time), in the Council Chambers, 4th Floor, County -City Building, South
Bend, Indiana.
Section II. The Common Council hereby authorizes and directs the
administrative staff of the City, with assistance from counsel, to provide notice of such hearing
as required by law and to initiate the circulation of a petition of taxpayers requesting the City
enter into a lease for the Projects with the Building Corporation.
Section III. The Common Council desires to receive a petition of taxpayers
requesting that the City enter into a lease of the Projects with the Building Corporation.
Section IV. The Common Council hereby indicates on behalf of the City its
intent to reimburse certain preliminary expenses related to the Project which have been or will be
incurred by or on behalf of the City prior to the issuance of the Bonds from the Proceeds of the
Bonds, pursuant. to Indiana Code 5- 1 -14 -6 and in compliance with Section 1.150 -2 of the
Treasury Regulations.
Section V. This Resolution shall be in full force and effect from and after its
passage by the. Common Council and approval by the Mayor.
PRESENTW -?'-l_3
COMMON COUNCIL OF THE CITY
OF SOUTH BEND, INDIANA
By:
Member of the Common Council
FiledM �Y
s
R 3
DMS US 51827101v2 - 2 --
120ON CovNTY -CITY BUILDING
227 W. JEFFERSON BLVD.
SOUTH BEND, INDIANA 46601 -1830
PHONE 574/ 235 -9216
FAx 574/235 -9928
CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR
DEPARTMENT OF ADMINISTRATION AND FINANCE
April 3, 2013
Mr. Derek Dieter
President, South Bend Common Council
4th Floor, County -City Building
South Bend, IN 46601
Re: Resolution and Ordinance Concerning Lease for Construction and Equipping of New Fire
Station #5 and Fire Safety Training Facility
Dear President Dieter:
As you know, discussions have been ongoing about the need to replace Fire Station #5
located at 2221 Prairie Avenue in South Bend, and the benefit to the City of constructing a fire
safety training facility in South Bend. An ordinance and a resolution are being filed this date
which commence the process for lease financing of both of these state of the art facilities. A
duplicate original of this letter is being submitted to cover both the Resolution and the Ordinance
because they are integrally related.
The attached Ordinance approves and authorizes the execution of a Lease whereby
construction of both new Fire Station #5 and the fire safety training facility will be achieved
through a lease between the City as lessee and the City of South Bend Building Corporation as
lessor, for a term not to exceed twenty one years, at a lease rental rate of not more than
$561,000 per year, payable in semi - annual installments of $280,500 each. The proposed Lease is
also attached. It is expected that lease rental payments shall be payable from the Emergency
Medical Services Fund (EMS Funds), and that EMS Funds will fully cover the Lease costs.
Should EMS Funds and other revenues be insufficient for this purpose, the Lease has been
structured so that the tax levy will serve as back -up only; this will enable marketing of the
Building Corporations bonds at a lower rate of interest. Please note that the Project does not
constitute a "controlled project" as such term is defined by IC 6- 1.1- 20 -1.1 because such rentals
are reasonably expected to be paid from funds other than property taxes that are exempt from the
levy limitations of IC 6 -1.1 -18.5.
A pre - curser to passage of the Ordinance is the attached Resolution which authorizes the
steps required to approve the proposed Lease under IC 36 -1 -10. Therefore, the Resolution sets
public hearing on the Lease for April 22, 2013 which is intended to coincide with the Council's
review, public hearing, and passage of the Ordinance. The Resolution also directs that a petition
from at least 50 South Bend real property owners be circulated and signed requesting that the
City enter the proposed Lease, all as required by State law (IC 36- 1 -10 -7) .
Derek Dieter
Page 2
April 3, 2013
The City Administration has been pleased with the Common Council's positive response
to the discussions of these Projects in the recent past, and hopes that the Council will approve
both the Resolution and Ordinance.
I will present the companion Resolution and Ordinance to the Common Council at its
Committee meeting and at the public hearing.
Thank you for your consideration of these matters.
Sincerely,
Mark Neal
City Controller
Filed in
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AR -�
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�9i" —LERK, SOUTH BEND,
TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND:
Your Committee of the Whole, to whom was referred:
BILL NO.
13 -30 A RESOLUTION OF THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND, INDIANA, REGARDING THE
SETTING OF A PUBLIC HEARING ON A LEASE FOR THE
CONSTRUCTION AND EQUIPPING OF A FIRE STATION
AND A FIRE SAFETY TRAINING FACILITY, AUTHORIZING
THE PUBLICATION OF A NOTICE OF THE SAME, AND
REGARDING CERTAIN RELATED MATTERS
Respectfully report that they have examined the matter and that in their opinion,
this bill is being recommended to the full Council with a favorable
recommendation.
This bill was heard by the Health & Public Safety Committee.
Karen L. White
Chairperson, Committee of the Whole
LEASE
Between
CITY OF SOUTH BEND BUILDING CORPORATION
and
CITY OF SOUTH BEND, INDIANA
DATED AS OF MAY 1, 2013
(FIRE STATION / FIRE SAFETY TRAINING CENTER PROJECTS)
TABLE OF CONTENTS
1.
Premises, Term and Warranty ...................................... ............................... ................1
2.
Semiannual Rental Payments ................................................................ ..............................2
3.
Additional Rental Payments ................................................................. ...............................
4
4.
Abatement of Rent ................................................................................. ..............................4
5.
Alteration and Repairs .......................................................................... ...............................
5
6.
Insurance ............................................................................................... ...............................
5
7.
General Covenants ................................................................................. ..............................6
8.
Option to Purchase ................................................................................. ..............................7
9.
Option to Renew .................................................................................... ..............................9
10.
Utility Service ........................................................................................ ..............................9
11.
Transfer to Lessee .................................................................................. ..............................9
12.
Defaults .................................................................................................. ..............................9
13.
Notices .................................................................................................. .............................10
14.
Successors or Assigns ........................................................................... .............................10
15.
Construction of Covenants ................................................................... .............................10
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DMS US 51840010v2
LEASE
CITY OF SOUTH BEND BUILDING CORPORATION
TO
CITY OF SOUTH BEND, INDIANA
THIS CONTRACT OF LEASE, made and entered into as of this 1 st day of May,
2013 (the "Lease "), by and between the City of South Bend Building Corporation, an Indiana
not - for - profit corporation (hereinafter with its successors and assigns as provided by this Lease
called "Lessor "), and the City of South Bend, Indiana (hereinafter called "Lessee "),
WITNESSETH:
In consideration of the mutual covenants herein contained, it is agreed that:
1. Premises, Term and Warranty. The Lessor does hereby lease, demise
and let to Lessee (i) the real estate in the City of South Bend, Indiana, more particularly
described in Exhibit A attached hereto and made a part hereof as Parcel I and Parcel II; (ii) the
building or buildings to be erected on Parcel I described in Exhibit A (the "Fire Station Project ");
and (iii) the building or buildings to be erected on Parcel II described in Exhibit A (the "Fire
Safety Training Center Project" and, with the Fire Station Project, collectively, the "Projects "),
all pursuant to plans and specifications prepared by the project architects engaged by the Lessee.
The above - mentioned plans and specifications may be changed, additional
construction work may be performed by Lessor, but only with the approval of Lessee, and only if
such changes or modifications, additional construction or equipment do not alter the character of
the Projects or reduce the value thereof. Any such additional construction shall be part of the
property covered by this Lease. The above - mentioned plans and specifications have been filed
with and approved by Lessee.
DMS_US 51840010v2
TO HAVE AND TO HOLD the same with all rights, privileges, easements and
appurtenances thereunto belonging, unto Lessee, for a term of twenty -one (21) years, beginning
(i) with respect to the Fire Station Project on the date the Fire Station Project is completed and
ready for occupancy and ending on the day prior to such date twenty -one (21) years thereafter
and (ii) with respect to the Fire Safety Training Center Project on the date the Fire Safety
Training Center Project is completed and ready for occupancy and ending on the day prior to
such date twenty -one (21) years thereafter. However, the term of this Lease shall terminate at the
earlier of (a) the exercise of the option to purchase by Lessee and payment of the option price, or
(b) the payment or defeasance of all obligations of Lessor incurred (i) to finance the cost of the
leased property, (ii) to refund such obligations, (iii) to refund such refunding obligations, or
(iv) to improve the leased property. The date on which the Fire Station Project and the Fire
Safety Training Center Project are completed and ready for occupancy shall be endorsed on this
Lease at the end hereof by the parties hereto as soon as the same can be done after such
completion and such endorsement shall be recorded as an addendum to this Lease. The Lessor
hereby represents that it is possessed of a good and indefeasible estate in fee simple to the above-
described real estate, and Lessor warrants and will defend the same against all claims whatsoever
not suffered or caused by the acts of omissions of Lessee or its assigns.
2. Semiannual Rental Payments. During the term of this Lease, the Lessee
agrees to pay rental for said premises at the semiannual rate of Two Hundred Eighty Thousand
Five Hundred and 00 /100 Dollars ($280,500.00). The first semiannual rental payment shall be
due on the later of (i) the day that the Projects are completed and ready for occupancy or July 15,
2014. If completion of the Projects is later than July 15, 2014, the first installment shall be in an
amount which provides for rental at the rate specified above prorated from the date of such
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DMS_US 51840010x2
completion until the first January 15 and July 15 following the date of such completion.
Thereafter, such rental shall be payable in advance in semiannual installments of Two Hundred
Eighty Thousand Five Hundred and 00 /100 Dollars ($280,500.00) on January 15 and July 15 of
each year. The last semiannual rental payment due with respect to the Projects before the
expiration of this Lease shall be adjusted to provide for rental at the yearly rate specified above
prorated from the date such installment is due to the date of the expiration of this Lease.
All payments so made by the Lessee for the Projects hereunder shall be
considered as payment to the Lessor of the rentals payable hereunder. All rentals payable under
the terms of this Lease shall be paid by the Lessee to the banking institution appointed as Trustee
(the "Trustee ") under the Trust Indenture and Mortgage (the "Indenture ") securing the First
Mortgage Bonds (hereinafter referred to as 'Bonds ") to be issued by the Lessor.
After the sale of the Bonds issued by the Building Corporation to pay the cost of
the Projects, including expenses incidental thereto, the first semiannual lease payment for the
Projects and the sum of the second and third semiannual rental installments and the sum of the
fourth and fifth semiannual rental installments, and so on, for the Projects shall be reduced to an
amount equal to the multiple of One Thousand Dollars ($1,000) next higher than the sum of
principal and interest due on the Bonds in each corresponding year ending on each Bond
maturity date on such bonds plus Two Thousand Five Hundred Dollars ($2,500), payable in
equal semiannual installments, assuming for such purposes that the first semiannual rental
installment for the Projects is due on July 15, 2014. Such amount of reduced annual rental for
the Projects shall be endorsed on this Lease at the end hereof by the parties hereto in the form of
an addendum to be set forth in Exhibit B hereto, as soon as the same can be done after the sale of
the Bonds, and such endorsement shall be recorded as an addendum to this Lease. In addition,
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DMS_US 51840010x2
such addendum shall specify the Trustee to whom the Lessee shall pay the rental to be due under
this Lease.
3. Additional Rental Payments. The Lessee shall pay as further rental for
said premises all taxes and assessments levied against or on account of the Projects and expenses
incurred by the Building Corporation related to the Indenture, including but not limited to fees of
the Trustee. Any and all such payments shall be made and satisfactory evidence of such
payments in the form of receipts shall be furnished to the Lessor by the Lessee, at least three (3)
days before the last day upon which the same must be paid to avoid delinquency. In case the
Lessee shall in good faith desire to contest the validity of any such tax or assessment, and shall
so notify the Lessor, and shall furnish bond with surety to the approval of the Lessor conditioned
for the payment of the charges so desired to be contested and all damages or loss resulting to the
Lessor from the non - payment thereof when due, the Lessee shall not be obligated to pay the
same until such contests shall have been determined.
4. Abatement of Rent. In the event the Projects shall be partially or totally
destroyed, whether by fire or any other casualty, so as to render the same unfit, in whole or part,
for use and occupancy by the Lessee, it shall then be the obligation of the Lessor to restore and
rebuild the Projects as promptly as may be done, unavoidable strikes and other causes beyond the
control of the Lessor excepted; provided, however, that the Lessor shall not be obligated to
expend on such restoration or rebuilding more than the amount of the proceeds received by the
Lessor from the insurance provided for in Paragraph 6 hereof.
The rent payable hereunder for the Projects shall be abated for the period during
which the Projects, or any part thereof, are unfit for occupancy and such abatement shall be in
proportion to the percentage of floor area of each of the Projects which is unfit for occupancy.
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5. Alteration and Repairs. The Lessee assumes all responsibility for
repairs and alterations to the Projects. No alterations shall be made by Lessee without first
obtaining the written consent of Lessor. Subject to Paragraph 11, at the end of the term, Lessee
shall deliver the leased property to Lessor in as good condition as at the beginning of the term,
reasonable wear and tear only excepted. Equipment or other personal property which becomes
worn out or obsolete may be discarded or sold by Lessee. Lessee need not replace such personal
property, but may replace such property at its own expense, which replacement property shall
belong to Lessee. The proceeds of the sale of any personal property.shall be paid to the above-
mentioned Trustee. Lessee may trade in any obsolete or worn out personal property or
replacement property which will belong to Lessee upon payment to the Trustee of an amount
equal to the trade -in value of such property.
6. Insurance. Lessee, at its own expense, will, during the full term of the
Lease, keep the Projects insured against physical loss or damage, however caused, with such
exceptions as are ordinarily required by insurers of buildings or facilities of a similar type, with
good and responsible insurance companies, subject to the approval of Lessor. Such insurance
shall be in an amount at least equal to the greater of (i) the option to purchase price or (i) one
hundred percent (100 %) of the full replacement cost of the Projects as certified by a registered
architect, registered engineer, or professional appraisal engineer, selected by the Lessor, on the
effective date of this Lease, and on or before the first day of the anniversary date of this Lease of
each year thereafter, provided that such certification shall not be required so long as the amount
of such insurance shall be in an amount at least equal to the option to purchase price. Such
appraisal may be based upon a recognized index of conversion factors. The Lessee will, at all
times during the full term of this Lease, keep in effect, public liability and property damage
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DMS_US 51840010x2
insurance, insuring the Lessee, the Lessor, and the Trustee in amounts customarily carried for
similar properties. Such public liability and property damage insurance may be provided under
the public liability self - insurance program of Lessee. During the full term of this Lease, Lessee
will also, at its own expense, maintain rent or rental value insurance in an amount equal to the
full rental value of the Projects for a period of two (2) years against physical loss or damage of
the type insured against pursuant to the preceding requirements of this clause. Such policies
shall be for the benefit of persons having an insurable interest in the demised premises, and shall
be made payable to the Lessor or to such other person or persons as the Lessor may designate.
Such policies shall be countersigned by an agent of the insurer who is a resident of the State of
Indiana, and such policies, together with a certificate of the insurance commissioner certifying
that the persons countersigning such policies are duly qualified in the State of Indiana as resident
agents of the insurers on whose behalf they may have signed, and the certificate of the architect
or engineer hereinbefore referred to shall be deposited with the Lessor. If, at any time, the
Lessee fails to maintain insurance in accordance with this clause, such insurance may be
obtained by the Lessor and the amount paid therefor shall be added to the amount of rental
payable by the Lessee under this Lease; provided, however, that the Lessor shall be under no
obligation to obtain such insurance and any action or non - action of the Lessor in this regard shall
not relieve the Lessee of any consequence of its default in failing to obtain such insurance.
7. General Covenants. The Lessee shall not assign this Lease or sublet the
demised premises herein described without the written consent of Lessor; provided, however,
that the Lessee shall in no event assign or sublet the demised premises if such assignment or
sublease will result in the loss of the exclusion from gross income for federal income tax
purposes of interest on any obligation issued by the Lessor to finance the demised premises.
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Lessee shall use and maintain the demised premises in accordance with the laws and ordinances
of the United States of America, the State of Indiana, and all other proper governmental
authorities.
Lessee has determined that a present need exists for the Projects, which need is
not temporary or expected to diminish in the near future. The Projects are essential to and will
be used by Lessee during the term thereof only for the purposes of performing one or more
governmental functions of Lessee consistent with the permissible scope of Lessee's authority and
will not be used in a trade or business of any person or entity. Lessee agrees to execute, if
requested, a certificate regarding such matters.
The Lessee covenants that it will not take any action or fail to take any action that
would result in the loss of the excludability from gross income for federal tax purposes of
interest on the Bonds pursuant to .Section 103(a) of the Internal Revenue Code of 1986, as
amended (the "Code "), as in effect on the date of delivery of the Bonds, nor will the Lessee act in
any manner which would adversely affect such excludability. The Lessee further covenants that
it will not make any investment or do any other act or thing during the period that any Bond is
outstanding hereunder which would cause any Bond to be an "arbitrage bond" within the
meaning of Section 148 of the Code and the regulations thereunder as in effect on the date of
delivery of the Bonds. All officers, members, employees and agents of the Lessee are authorized
and directed to provide certifications of facts and estimates that are material to the reasonable
expectations of the Lessee as of the date the Bonds are issued and to enter into covenants on
behalf of the Lessee evidencing the Lessee's commitments made herein.
8. Option to Purchase. Lessor hereby grants to Lessee the right and option,
on any date prior to the expiration of this Lease, upon written notice to Lessor, to purchase the
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demised premises at a price equal to the amount required to enable Lessor to pay all
indebtedness, including accrued and unpaid interest to the first. date on which bonds may be
redeemed and all premiums payable on the redemption thereof. In no event, however, shall such
purchase price exceed the capital actually invested in such property by Lessor represented by
outstanding securities or existing indebtedness plus the cost of transferring the property. The
phrase "capital actually invested" as used herein shall be construed to include, but not by way of
limitation, the following amounts expended by the Lessor: organization and incorporation
expenses, financing costs, carrying charges, legal fees, architects' fees, contractors' fees and
reasonable costs and expenses incidental thereto.
Upon request of the Lessee, the Lessor agrees to furnish an itemized statement
setting forth the amounts required to be paid by the Lessee on the next rental payment date in
order to purchase the demised premises in accordance with the preceding paragraph. The
statement shall also set forth the name of the Trustee under the trust agreement or agreements
securing the outstanding indebtedness of the Lessor.
If the Lessee exercises its option to purchase, it shall pay to the Trustee referred to
above the purchase price which is required to pay all indebtedness of Lessor, including all
premiums payable on the redemption thereof and accrued and unpaid interest. Such payment
shall not be made until the Trustee gives to Lessee a written statement that such amount will be
sufficient to retire all outstanding indebtedness of Lessor secured by the trust agreement or
agreements between the Trustee and the Lessor, including all premiums payable on the
redemption thereof and accrued and unpaid interest.
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Nothing herein contained shall be construed to provide that Lessee shall be under
any obligation to purchase the demised premises, or under any obligation in respect to any
creditors, members or security holders of Lessor.
9. Option to Renew. Lessor hereby grants to Lessee the right and option to
renew this Lease for a further like, or lesser, term upon the same or like conditions as herein
contained, and Lessee shall exercise this option by written notice to Lessor given upon any rental
payment date prior to the expiration of this Lease.
10. Utility Service. The Lessee agrees to pay or cause to be paid all charges
for sewer, gas, water,. electricity, lights, heat or power, telephone or other utility services used,
rendered or supplied upon or in connection with the leased premises throughout the term of this
Lease, and to indemnify Lessor and save it harmless against any liability or damages on such
account. The Lessee shall also procure any and all necessary permits, licenses or other
authorizations required for the lawful and proper installation and maintenance upon the leased
premises of wires, pipes, conduits, tubes and other equipment and appliances for use in
supplying any such service to and upon the leased premises.
11. Transfer to Lessee. In the event Lessee does not exercise its option to
purchase under Paragraph 8 or option to renew under Paragraph 9, and upon full discharge and
performance by the Lessee of its obligations under this Lease, the demised premises shall
become the absolute property of the Lessee, and Lessor shall execute the proper instruments
conveying title to the premises to Lessee.
12. Defaults. If the Lessee shall default in the payment of any rentals or other
sums payable to the Lessor hereunder, or in the observance of any other covenant, agreement or
condition hereof, which nonobservance shall continue for ninety (90) days after written notice to
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correct the same, then, in any or either of such events, the Lessor may proceed to protect and
enforce its rights by suit or suits in equity or at law in any court of competent jurisdiction,
whether for specific performance of any covenant or agreement contained herein, or for the
enforcement of any other appropriate legal or equitable remedy, or the Lessor, at its option,
without further notice, may terminate the estate and interest of the Lessee hereunder, and it shall
be lawful for the Lessor forthwith to resume possession of the demised premises and the Lessee
covenants to surrender the same forthwith upon demand.
The exercise by the Lessor of the above right to terminate this Lease shall not
release the Lessee from the performance of any obligation hereof maturing prior to the Lessor's
actual entry into possession. No waiver by the Lessor of any right to terminate this Lease upon
any default shall operate to waive such right upon the same or other default subsequently
occurring.
13. Notices. Whenever either party shall be required to give notice to the
other under this Lease, it shall be sufficient service of such notice to deposit the same in the
United States mail, in an envelope duly stamped, registered and addressed to the other party or
parties at their last known place of business.
14. Successors or Assigns. All covenants of this Lease, whether by Lessor or
Lessee, shall be binding upon the successors and assigns of the respective parties hereto.
15. Construction of Covenants. Lessor was organized for the purpose of
constructing the Projects and leasing the same to Lessee under the provisions of the Indiana
Code, Title 36, Article 1, Chapter 10. All provisions herein contained shall be construed in
accordance with the provisions of said Chapter, and to the extent of inconsistencies, if any,
between the covenants and agreements in this Lease and provisions of said Chapter, the
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provisions of said Chapter shall be deemed to be controlling and binding upon Lessor and
Lessee.
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IN WITNESS WHEREOF, the parties hereto have caused this Lease to be
executed for and on their behalf as of the day and year first hereinabove written.
ATTEST:
Secretary
(SEAL)
ATTEST:
Clerk
LESSOR
CITY OF SOUTH BEND
BUILDING CORPORATION
President
LESSEE
CITY OF SOUTH BEND, INDIANA
Mayor
(Signature Page to Lease)
DMS_US 51840010v2
STATE OF INDIANA )
SS:
COUNTY OF ST. JOSEPH )
Before me, the undersigned, a Notary Public in and for the State of Indiana,
personally appeared and
, personally known to me as the President and Vice
President, respectively, of the City of South Bend Building Corporation, and acknowledged the
execution of the foregoing Lease for and on behalf of said Corporation.
Witness my hand and notarial seal this day of
My Commission Expires:
County Resident
DMS_US 51840010v2
Notary Public
Printed
(Notary Page to Lease)
2013.
STATE OF INDIANA )
) SS:
COUNTY OF ST. JOSEPH )
Before me, the undersigned, a Notary Public in and for the State of Indiana,
personally appeared and , personally
known to me as the Mayor and Clerk, respectively, of the City of South Bend, Indiana, and
acknowledged the execution of the foregoing Lease for and on behalf of said City.
Witness my hand and notarial seal this day of
Notary Public
Printed
My Commission Expires:
County Resident
2013.
This instrument was prepared by Randolph R. Rompola, Attorney at Law, Faegre Baker Daniels LLP, 202 South
Michigan Street, Suite 1400, South Bend, Indiana 46601.
I affirm, under the penalties for perjury, that I have taken reasonable care to redact each Social Security number in
this document, unless otherwise required by law. Randolph R. Rompola, Attorney at Law.
(Notary Page to Lease)
DMS_US 51840010v2
EXHIBIT A
Fire Station Project
The Land ( "Parcel 1 ") upon which the new Fire Station will be constructed is located generally
at 2221 Prairie Avenue and is described as follows:
Parcel 1:
INSERT LEGAL
The Fire Station Project will consist of the demolition of the existing Fire Station No. 5 located
at 2221 Prairie Avenue and construction of a new fire station facility that will contain
approximately 3,000 square feet of living space and an apparatus bay containing approximately
1,400 square feet which can accommodate any of the City's fire engines.
Fire Safety Training Facility Project
The Land ( "Parcel 2 ") upon which the new Fire Safety Training Center Project will be
constructed is on an approximately 5.5 acre parcel of real estate situated generally near Sample
and High Streets and is described as follows:
Parcel 2:
INSERT LEGAL
The Fire Safety Training Center Project will consist of the construction of closed campus
containing numerous training environments and structures, including (i) a 4200 square foot
classroom building with an attached outdoor classroom and demonstration space; (ii) a six (6)
story training tower which will contain moveable interior walls; (iii) a 2000 square foot burn
building that will support live fire and Class A combustibles and provide different tactical
options depending upon approach (the front of the building will mimic a single family residence
and the rear mimics an apartment building); and (iv) designated areas and props for auto
extrication, rooftop operations, collapse rescue and trench and confined space rescue.
A -1
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EXHIBIT B
FORM OF ADDENDUM TO LEASE
Addendum to Lease Between
City of South Bend Building Corporation, as Lessor,
and City of South Bend, Indiana, as Lessee
(Fire Station and Fire Safety Training Center Projects)
THIS ADDENDUM, made and entered into this day of ,
2013 (the "Addendum "), between City of South Bend Building Corporation, an Indiana non-
profit corporation (the 'Building Corporation "), and City of South Bend, Indiana the "Lessee "),
WITNESSETH:
WHEREAS, the Building Corporation and Lessee have entered into a lease dated
as of May 1, 2013 (the "Lease "), which was recorded in the office of the Recorder of St. Joseph
County, Indiana, as Document Number ; and
WHEREAS, Section 3 of the Lease provides that the reduced annual rental
payable by the Lessee shall be endorsed on the Lease and recorded as an addendum to the Lease;
NOW, THEREFORE, IT IS HEREBY AGREED, CERTIFIED, AND
STIPULATED by the undersigned that:
1. The first semiannual rental installment in the amount of
and 00 /100 Dollars ($ ) shall be due on the
later of (i) the day that the Projects is completed and ready for occupancy, or (ii) July 15, 2014.
If completion of the Project is later than July 15, 2014, the first installment shall be in an amount
which provides for rental at the rate specified for the Projects in Exhibit A attached hereto and
made a part hereof for the semiannual period in which the Projects are completed and ready for
occupancy, prorated from the date of such completion until the first January 15 or July 15
following such date of completion. Thereafter, such rental shall be payable in advance in
semiannual installments on January 15 or July 15 of each year as provided for in the attached
lease payment schedule at Exhibit A. The last semiannual rental payment due with respect to the
Projects before the expiration of this Lease shall be adjusted to provide for rental at the yearly
rate specified for the Projects in Exhibit A prorated from the date such installment is due to the
date of the expiration of this Lease.
2. The amendments to the Lease as set forth in this Addendum to Lease shall
be effective as of the date of this Addendum to Lease and all remaining terms, covenants, and
conditions set forth in the Lease shall remain in full force and effect.
ICI
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IN WITNESS WHEREOF, the undersigned have caused this Addendum to be
executed for and on their behalf on the day and year first hereinabove written.
IWM
ATTEST:
Secretary
(SEAL)
ATTEST:
Clerk
LESSOR
CITY OF SOUTH BEND
BUILDING CORPORATION
President
LESSEE
CITY OF SOUTH BEND, INDIANA
Mayor
B -2
DMS_US 51840010v2
STATE OF INDIANA )
) SS:
COUNTY OF ST. JOSEPH )
Before me, the undersigned, a Notary Public in and for the State of Indiana,
personally appeared. and , personally
known to me as the President and Secretary, respectively, of the City of South Bend Building
Corporation, and acknowledged the execution of the foregoing Lease for and on behalf of said
Corporation.
Witness my hand and notarial seal this day of 52013.
Notary Public
Printed
My Commission Expires:
County Resident
B -3
DMS_US 51840010x2
STATE OF INDIANA )
) SS:
COUNTY OF ST. JOSEPH )
Before me, the undersigned, a Notary Public in and for the State of Indiana,
personally appeared and , personally known to me as
the Mayor and Clerk, respectively, of the City of South Bend, Indiana, and acknowledged the
execution of the foregoing Lease for and on behalf of said City.
Witness my hand and notarial seal this day of , 2013.
Notary Public
Printed
My Commission Expires:
County Resident
This instrument was prepared by Randolph R. Rompola, Attorney at Law, Faegre Baker Daniels LLP, 202 South
Michigan Street, Suite 1400, South Bend, Indiana 46601.
I affirm, under the penalties for perjury, that I have taken reasonable care to redact each Social Security number in
this document, unless otherwise required by law. Randolph R. Rompola, Attorney at Law.
B -4
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EXHIBIT A
ADDENDUM LEASE PAYMENT SCHEDULE
B -5
DMS_US 51840010x2
INSTRUCTIONS
RELATIVE TO CIRCULATION OF PETITION
1. The person who circulates a counterpart of a lease petition for the purpose
of obtaining signatures thereon must be an owner of taxable real estate located within the
boundaries of the City of South Bend.
2. The person who circulates each counterpart and executes the verifying
affidavit attached hereto must sign the petition. The best practice is for such person to sign the
counterpart which he or she circulates, on the first line. The person who circulates a counterpart
should sign the counterpart and the verifying affidavit in the same style.
Counterparts cannot be passed around from one person to another for
circulation.
4. The signatures on each counterpart must be affixed in the presence of the
person who circulates the counterpart and executes the verifying affidavit attached thereto.
5. Qualified petitioners are persons or corporations who are owners of
taxable real estate located within the boundaries of the City of South Bend, as shown by the tax
records in the County Auditor's Office. Persons purchasing real estate on contract, heirs in
estates in which the real estate has not been distributed, and other persons whose ownership is
not of record in the County Auditor's Office are not qualified petitioners.
6. One person cannot sign for another. A husband and wife owning real
estate jointly are each qualified petitioners, and it is not necessary for each to sign in order for
the other to constitute a valid petitioner; however, each must sign separately if the signatures are
to be counted as signatures of two separate petitioners. In such cases, the wife should not sign as
"Mrs. John P. Doe," but should sign her own name, thus "Mary T. Doe."
7. All names should be written as they appear on the tax records in the
County Auditor's Office, as neatly as possible. It is a good practice to include complete first
names, middle initials, and any "Jr." or "III," if applicable.
8. Each person signing the petition must:
a. sign his/her full name and do not use nicknames;
b. print his/her name;
DMS_US 518271241
C. print the address of the taxable real property he /she owns;
and
d. print the township in which the taxable real property is
located.
9. Do not insert a counterpart number at the top of the petition. This will be
done after all counterparts have been collected.
10. On the last page you will find this language:
"Counterpart No.
Line No. "
Please leave the Counterpart No. blank. Please fill in Line No. with the line
number of your signature on the petition. As mentioned above, your signature should be on the
first line.
11. The Verifying Affidavit on the last page of the petition must be notarized
after you have obtained signatures. In order to have your signature on the Verifying Affidavit
notarized, you must personally appear before a notary public.
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DMS_US 518271240
PETITION OF TAXPAYERS
OF THE CITY OF SOUTH BEND, INDIANA,
Counterpart No.
TO: The Common Council of the City of South Bend, Indiana
We, the undersigned, being the owners of taxable real property located within the
boundaries of the City of South Bend, Indiana (the "City "), hereby petition and request the Common
Council of the City to enter into negotiations to secure a lease providing for (i) the construction, erection,
equipping and leasing of a fire station to replace the existing fire station located at 2221 Prairie Avenue in
the City which new fire station will provide approximately 3,000 square feet of living space and an
apparatus bay of approximately 1400 square feet and (ii) the construction, erection, equipping and lease
of a new fire safety training facility located on a 5.5 acre parcel located generally near Sample and High
Streets in the City which facility will consist of the construction of closed campus containing numerous
training environments and structures, including (A) a 4200 square foot classroom building with an
attached outdoor classroom and demonstration space; (B) a six (6) story training tower which will contain
moveable interior walls; (C) a 2000 square foot burn building that will support live fire and Class A
combustibles and provide different tactical options depending upon approach (the front of the building
will mimic a single family residence and the rear will mimic an apartment building); and (D) designated
areas and props for auto extrication, rooftop operations, collapse rescue and trench and confined space
rescue (collectively, the "Improvements ") all to be constructed, erected or acquired by the City of South
Bend Building Corporation and leased to the City.
We believe a need exists for such Improvements and that the City does not have current
funds to pay for the cost of constructing, erecting and equipping said Improvements to meet the present
need.
We hereby petition the City to investigate the need for the Improvements, and upon
determining that such need exists, to enter into a contract of lease with the City of South Bend Building
Corporation, an Indiana nonprofit corporation, which will construct, erect or acquire the Improvements
and thereafter lease the Improvements to the City.
We urge that action be taken as promptly as possible pursuant to and in accordance with
the provisions and procedures set forth under I.C. 36 -1 -10, as amended, to secure, if possible, a lease
upon the above referenced Improvements.
This petition may be circulated in several counterparts, and all such counterparts together
are to be considered as constituting one petition.
Township Where
Taxable Real
Name Address Property Located
1.
Signature
Print
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Township Where
Taxable Real
Name Address Property Located
2.
Signature
Print
3.
Signature
Print
4.
Signature
Print
5.
Signature
Print
6.
Signature
Print
7.
Signature
Print
8.
Signature
Print
9.
Signature
Print
-2-
DMS LTS 51827214v2
Township Where
Taxable Real
Name Address Property Located
10.
Signature
Print
11.
-3-
DMS_US 51827214v2
Signature
12.
Print
Signature
13.
Print
Signature
14.
Print
Signature
15.
Print
Signature
16.
Print
Signature
17.
Print
Signature
Print
-3-
DMS_US 51827214v2
Township Where
Taxable Real
Name Address Property Located
18.
Signature
Print
19.
Signature
Print
20.
Signature
In
DMS_US 51827214v2
Print
21.
Signature
Print
22.
Signature
Print
23.
Signature
Print
24.
Signature
Print
25.
Signature
Print
In
DMS_US 51827214v2
VERIFYING AFFIDAVIT
STATE OF INDIANA )
) SS:
COUNTY OF ST. JOSEPH )
being first duly sworn upon his/her oath, deposes and
says:
He /she is a owner of taxable real estate property located within the boundaries of the City
of South Bend, Indiana (the "City "), and has signed the counterpart indicated below on the line shown
below of a petition addressed to the Common Council of the City requesting such Common Council to
commence proceedings to secure a lease providing for (i) the construction, erection, equipping and
leasing of a fire station to replace the existing fire station located at 2221 Prairie Avenue in the City
which new fire station will provide approximately 3,000 square feet of living space and an apparatus bay
of approximately 1400 square feet and (ii) the construction, erection, equipping and lease of a new fire
safety training facility located on a 5.5 acre parcel located generally near Sample and High Streets in the
City which facility will consist of the construction of closed campus containing numerous training
environments and structures, including (A) a 4200 square foot classroom building with an attached
outdoor classroom and demonstration space; (B) a six (6) story training tower which will contain
moveable interior walls; (C) a 2000 square foot burn building that will support live fire and Class A
combustibles and provide different tactical options depending upon approach (the front of the building
will mimic a single family residence and the rear will mimic an apartment building); and (D) designated
areas and props for auto extrication, rooftop operations, collapse rescue and trench and confined space
rescue all to be constructed, erected or acquired by the City of South Bend Building Corporation and
leased to the City all in accordance with the provisions of Indiana Code 36 -1 -10, as amended. All
signatures appearing on the attached counterpart were affixed in his/her presence and are the true and
lawful signatures of the persons signing this counterpart of this petition.
Counterpart No.
Line No.
Signature
(Printed Name)
-5-
DMS_US 51827214v2
STATE OF INDIANA )
) SS:
COUNTY OF ST. JOSEPH )
Before me, the undersigned, a Notary Public in and for the State of Indiana, personally
appeared and acknowledged the execution of the foregoing
Counterpart.
Witness my hand and notarial seal this day of , 2013.
(Seal)
My Commission Expires:
I am a resident of
County, Indiana
DMS_US 51827214v2
Irel
Notary Public
(Printed Name)