HomeMy WebLinkAbout17-07 INTEK/INKOT Special Rate AgreementCITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR
DEPARTMENT OF PUBLIC WORKS
February 22, 2017
Common Council of the City of South Bend, Indiana
227 West Jefferson Boulevard
4th Floor County -City Building
South Bend, Indiana 46601
Filed in Clerk's Office
FEB 22 2017
KAREEMAH FOWLER
CITY CLERK, SOUTH REND, IN
Re: RESOLUTION APPROVING SPECIAL RATE AGREEMENT WITH IIN TEK, L.P., & UN
KOTE, L.P.
Dear Council Members,
This letter is in support of Petitioner UN Tek & UN Kote's ( "Petitioner ") proposed
resolution to be heard by Council at its regularly scheduled meeting on February 27, 2017
seeking the approval of a Special Rate Agreement between the City of South Bend, Indiana
( "City ") and UN Tek, L.P., a Delaware Limited Partnership & UN Kote, L.P., a Delaware
Limited Partnership.
The City's Board of Public Work approved this Special Rate Agreement on February 14,
2017. Consistent with the powers granted to Council under City Code 17 -29, this Special Rate
Agreement shall only become effective upon a resolution from Council. The City supports the
passage of Petitioner's resolution approving the Special Rate Agreement.
Sincerely,
p Horvath,
Director of Public Works
�l
J
IN Tek
IN Dote
30755 Edison Road
New Carlisle, Indiana 46552 -9695
February 22, 2017
The Honorable Council of the City of South Bend
4th Floor County -City Building
South Bend, IN 46601
Filed in Clerk's Office
FEB 2 2 2017
KAREEMAH FOWLER
CITY CLERK, SOUTH BEND, IN
Re: Resolution Approving Special Rate Agreement between the City of South Bend, Indiana and
UN Tek L.P., a Delaware Limited Partnership ( "I N Tek ") & UN Kote, L.P., a Delaware
Limited Partnership ( "UN Kote ") ( "UN Tek and I N Kote are collectively referred to as" UN
Tek & Kote ") regarding Waste Water Fees, Section 17 -29 of the City Code ( "Agreement ")
Dear Council Members:
I am submitting the Agreement described above which was approved by the Board of Public Works
( "Board ") at its February 14, 2017 meeting. A public hearing was held and no one from the public
spoke against the approval of the Agreement.
This Agreement is tendered now to the Council for approval under Section 17 -29 of the City Code,
( "Ordinance ") a copy of the Ordinance is also provided. The Ordinance provides in pertinent part:
The Board is authorized to enter into a special rate contract where customers can show clearly
definable reductions in costs to the sewage works.
Any reduction in rates are limited to such reduced costs
The contract is only effective after the Council approves it by Resolution
UN Tek & Kote provided the Board with written information substantiating the "clearly definable
reduction in costs to the sewage works." This information shows two (2) sewer trunk lines with a
present replacement value of 16 million dollars were constructed without any City contribution. I N
Tek & Kote paid through the increment in property taxes generated by the construction of their
facilities the full cost of the construction.
The annual savings to the City for these costs is $ 320,000 per year over a 50 year useful live of the
sewer lines. That savings is more than the annual reduction which UN Tek & Kote will have under
the ten (10) year Agreement. The reduction is 5% in 2017 of the Base Rate as defined in the
Agreement; 10% in 2018 and 14 % for 2019 through December 31, 2026.
In addition to the savings the City received from not having to construct these 2 Sewer lines, I N Tek
& Kote pay 8 % of its Base Rate for PILOT for services it does not require or use from the City and
the 49.5 % of the Capital Plan of the City for sewer separation allocated to the Base Rate is not
necessary for I/N Tek & Kote waste water since a dedicated line directly to the Waste Water
Treatment Plant prevents any need for sewer separation. Nonetheless UN Tek & Kote pay in
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Partnerships between subsidiaries of ArcelorMittal and Nippon Steel & Sumitomo Metal Corporation
Page 2
their rate for both the PILOT and sewer separation capital plan. The rate paid by I/N Tek & Kote
provides the City and its residents substantial savings each year. The reason is what I/N Tek &
I/N Kote pay lowers the need to collect those resources from customers who do use City services
and contribute to the combined sewer /water overflow issues.
Finally, the waste water coming from I/N Tek and I/N Kote is pre- treated and is primarily
non - biological in nature which is a far less costly effluent for the City to treat.
This Agreement easily meets the conditions of the Ordinance, and provides substantial
revenue over the next ten (10) years from the City's largest customer. It also settles the issue
between I/N Tek & Kote and the City concerning the legality of Ordinance number 10461 -16
passed by the Council on January 23, 2017.
We respectfully request the Council approve the Agreement.
Sine ely,
Thomas W. Cayia
President, I/N Tek & Kote
RESOLUTION NO.
A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH
BEND, INDIANA, APPROVING SPECIAL RATE AGREEMENT WITH UN TEK,
LP AND UN KOTE LP PURSUANT TO CITY CODE SECTION 17 -29
WHEREAS, the City of South Bend, Indiana, Board of Public Works (the
"Board ") is authorized under City Code Section 17 -29 ( "Ordinance ") to enter into a
special rate contract with customers of the sewage works where clearly identifiable
reduction in cost to the sewage works can be determined with any reduction being limited
to such reduced costs; and
WHEREAS, the Board entered into a special rate contract with I/N Tek L.P. and
I/N Kote, L.P. ( "Agreement ") after holding a public hearing at its regularly scheduled
meeting of February 14, 2017, receiving written evidence as required by the Ordinance
and finding the rate reduction in the Agreement does not exceed the reduction in costs to
the sewage work ( "Board's Action "); and
WHEREAS, the Agreement is attached hereto and made a part hereof as Exhibit
"A "• and
WHEREAS, the Ordinance requires before any special rate contract to become
effective the Common Council must adopt a resolution ratifying the Board's Action.
WHEREAS, the Common Council desires to adopt a resolution ratifying the
Board's Action finding the Agreement complies with the terms and conditions of the
Ordinance including the written information provided the Board and contained in the
Agreement which justifies the rate reduction.
NOW THEREFORE, BE IT RESOLVED by the Common Council of the City
of South Bend, Indiana, as follows:
SECTION I. That the Common Council hereby ratifies the Board's Action, and
the Agreement by this ratification is effective subject to the terms of this Resolution.
SECTION H. That the Common Council hereby authorizes the Board to take
such actions necessary to enforce the terms of the Agreement including but not limited to
requiring UN Tek & Kote to annually present on or before August 30 of each year
relevant data to show the "clearly definable reduction in costs to the sewage works."
SECTION III. That this resolution shall be in full force and effect from and after
its adoption by the Common Council.
Member of the Common
PRtSENTED
NOT APPROW
A r)nP --
unfIled in Clerk's Office
FEB 2 2 2017
KAREEMAH FOWLER
CITY CLERK, SOUTH BEND, IN
EXHIBIT A
Special Rate Agreement
SPECIAL RATE AGREEMENT
Between
THE CITY OF SOUTH BEND INDIANA
And
I/N TEK L.P., a Delaware Limited Partnership
0
I/N KOTE L.P., a Delaware Limited Partnership
Regarding
WASTE WATER FEES
This Special Rate Agreement ( "Agreement ") is entered effective the V day of January, 2017,
by and between the City of South Bend, Indiana ( "City") acting by and through its Board of Public
Works ( "Board ") and I/N Tek L.P., a Delaware Limited Partnership & I/N Kote L.P., a Delaware
Limited Partnership (collectively "I /N Tek ") for the treatment of waste water.
WHEREAS, I/N Tek L.P. is currently a wastewater customer of the City and desires to
remain a wastewater customer of the City for the duration of this Agreement; and
WHEREAS I/N Kote, L.P. is a party to this Agreement as it is a joint operator with I/N
Tek L.P. who shares costs for the treatment of waste water provided by City and therefore has third
party rights under this Agreement; and
WHEREAS, the City desires to keep I/N Tek as a wastewater customer; and
WHEREAS, pursuant to Section 17 -29 of the City's Code, the City's Common Council
( "Common Council ") must approve this Agreement prior to it becoming effective; and
WHEREAS, in recognition of factors solely unique to I/N Tek, the City hereby
acknowledges the following comprehensive list of factors, when taken in aggregate, support the
justification of a special rate for wastewater services due to the public benefit received by the City:
a. I/N Tek has been a wastewater customer since May 30, 1989,
b. at an approximate cost of $8,700,000, which was funded through St. Joseph County TIF,
I/N Tek constructed two (2) dedicated wastewater sewer lines between 1989 -1991 from
its facility to the City's treatment center;
c. I/N Tek, at the City's request, constructed these two (2) wastewater sewer lines at a
location, depth and size which accommodated the City's interest in future City
development in the vicinity of the wastewater sewer lines,
d. upon completion of the dedicated wastewater sewer lines, I/N Tek transferred
ownership of the dedicated wastewater sewer lines to the City,
e. the approximate cost, in 2017 dollars, for the City to construct (2) wastewater sewer lines
of similar size and location to the two (2) lines constructed by I/N Tek is $16,000,000,
f. the wastewater sewer lines led to the development of the real property more commonly
known as the Blackthorn district,
g. I/N Tek manages its own storm water issues, thus mitigating any potential capital
investments from the City as it relates to the City's combined sewer overflow issue, and
other waste treatment issues.
h. I/N Tek's construction and subsequent dedication of the two (2) wastewater sewer lines
created public benefits to the City that justify the approximate $3,200,000 rate credit
offered herein pursuant to the calculations found in paragraph 2 of the Agreement.
NOW, THEREFORE, in consideration of the obligations, terms and conditions contained
herein, the adequacy of which the parties expressly acknowledge, the City and I/N Tek agree as
follows:
1. INCORPORATION OF RECITALS
The Recitals are incorporated into the operative provisions of this Agreement as if fully set
out herein.
2. RATE
In recognition of the unique facts set forth above surrounding I/N Tek's customer relationship with
the City and I/N Tek's capital contribution to the City's wastewater infrastructure, the City hereby
grants a special rate to I/N Tek in the amount as set forth below:
January 1, 2017 through December 31, 2017 — 5% reduction in the rate determined by Section
17 -21 of the City Code ( "Base Rate "). Section 17 -21 of the City Code is incorporated herein
by reference as if fully set out in this Agreement.
January 1, 2018 through December 31, 2018 — 10% reduction in Base Rate.
January 1, 2019 through December 31, 2026 — 14% reduction in Base Rate.
I/N Tek shall also pay the surcharge under Section 17 -81 of the City Code as well as any other
surcharge applicable under the City Code, including but not limited to, Section 17 -23 of the City
Code which addresses heavy demand.
I/N Tek shall promptly pay the Cite in a manner consistent with the City's routine billing services
the net amount due under the special rate (Base Rate, less credit, plus applicable surcharges).
3. TERM OF AGREEMENT
Throughout the term of this Agreement, I/N Tek shall remain connected to and a customer of the
City for all of its requirements for wastewater collection and treatment. The term of this Agreement
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shall be effective January 1, 2017 and remain in effect through December 31, 2026. There shall be
no automatic renewal of this Agreement. If the parties hereto desire to renew this Agreement for an
additional term of ten (10) years, I/N Tek must initiate such renewal and receive the approval from
both the Board and Common Council.
4. MODIFICATION OF AGREEMENT
This Agreement may only be modified by mutual written agreement of both parties with such
modification requiring approval by Council. I/N Tek understands the requirements set forth under
Section 17 -29 of the City Code and shall present annually to Common Council to present relevant
data on the following factors:
a. review the terms of this Agreement,
b. consider any reasonable modifications to the Agreement,
c. review any other pertinent issues relative to wastewater treatment or to this Agreement.
5. ADDITIONAL LEGAL TERMS
a. Independent Contractor.
Nothing herein contained shall be construed to place the parties in a relationship of partners,
joint venturers or employer - employee, and neither party hereto shall have the right to
obligate or bind the other party in any manner whatsoever. No employee, agent, servant or
representative of the City shall be, or shall be deemed to be, an employee, agent, servant, or
representative of I/N Tek.
b. Responsibility for Acts of Agents.
Each party shall at all times remain liable for the negligent, tortious or unlawful acts,
omissions or misrepresentations of its employees, agents, servants, contractors and
representatives in connection with the entry into and the performance of any of its
obligations, duties or rights arising out of or related to this Agreement.
c. Nondisclosure of Trade Secrets or Statutorily Protected Information.
Both parties acknowledge that each may, in the course of this Agreement, have access to
trade secret(s) or confidential information of the other party that is protected from
disclosure by a particular statute, rule or regulation. Both parties agree to protect such
information to at least the same extent that they would safeguard similar information of their
own. However, no party shall be obligated to keep confidential any such information which
was lawfully and independently obtained from a third party prior to the commencement date
of this Agreement or without violating its terms. If information protected from disclosure
under this paragraph is required to be disclosed pursuant to a valid court order or a valid
subpoena issued under the authority of a court of competent jurisdiction, then the party of
whom said request is made may disclose said information as required without violating this
Agreement.
Page 3 of 6
d. Termination Upon Default.
If there is a material default by either party in performing the terms and conditions of this
Agreement, and such specified default shall continue for a period of thirty (30) days after
receipt of written notice thereof, then this Agreement shall terminate as of the thirty-first day
following receipt of such written notice. This Agreement may be immediately terminated by
either party in the event that the other party hereto shall become insolvent or subject to
voluntary or involuntary bankruptcy proceedings, receivership, conservatorship or similar
proceedings under state or federal law. Notwithstanding, the City reserves the right to charge
the full rate, rather than the discounted rate described in Paragraph 2 above, if I/N Tek fails
to annually present relevant data related to this Agreement to Council. The full rate will be
applied to IN Tek's monthly bill for each month until I/N Tek satisfies the requirements
under Section 17 -29 of the City Code.
e. Governing Law.
This Agreement is made under, and shall be governed by and construed in all respects in
accordance with, the laws of the State of Indiana. Any claim or dispute arising out of or
related to this Agreement in any manner, or to the performance or alleged non - performance
hereof, shall be resolved exclusively via confidential, binding arbitration in St. Joseph
County, Indiana.
f. Headings for Convenience.
The Words of this Agreement appearing as headings are for identification purposes only and
are not a part of this Contract.
g. Non - Assignment.
This Agreement is personal to the parties. Neither party hereto shall have the right to assign
or transfer any of its rights, duties, obligations or interests arising out of or relating to this
Agreement to any third party at any time without the prior written permission of the other
parties to this Agreement.
h. Authority to Enter Agreement.
The undersigned parties each hereby represent and warrant that they have been duly
authorized to enter into this Agreement on behalf of the respective organization for which
they sign.
i. Entire Agreement /Waiver.
This Agreement constitutes the entire agreement and understanding between the parties
hereto with respect to the subject matter hereof and cancels, terminates and supersedes any
prior agreement or understanding (written or verbal) relating to the subject matter hereof.
None of the provisions of this Agreement can be waived or modified except expressly in a
writing signed by the party or parties to be charged. There are no representations, promises,
agreements, warranties, covenants or undertakings other than those contained herein. If any
term hereof shall be, or deemed to be, void or unenforceable by a court or tribunal of
competent jurisdiction, then the remaining terms hereof shall remain in full force and effect.
The waiver by either party hereto of a breach by the other party hereto of any provision
herein shall not in any way constitute a waiver of any succeeding breach of the same or any
other provision.
Page 4 of 6
j. Compliance with Laws.
In carrying out their respective rights and obligations hereunder, the City and I/N Tek each
agree to comply with applicable local, state and federal statutes, laws, regulations and
ordinances.
k. Third Party Beneficiaries.
Nothing contained in the agreement shall create any relationship, contractual or otherwise,
with, or any rights in favor of, any third party.
1. Non - Waiver.
The Parties acknowledge this Agreement is based upon the current form of Sections 17 -21;
17 -29; and 17 -81 of the City Code. In the event the Common Council should modify the
terms of the Sections of the City Code as such sections relate to this Agreement, I/N Tek
shall have all rights granted under Indiana Law to contest the validity of such modifications
and their applicability, if any, to this Agreement.
M. Withdrawal of Petition.
I/N Tek, as a condition precedent of the effectiveness of this Agreement, agrees to withdraw
its Petition Opposing Increase in Sewage Rates and Charges For the City of South Bend,
Indiana — Ordinance No. 10461 -16 filed on January 27, 2017. I/N Tek shall provide the City
with separate written confirmation of said withdrawal, however, such withdrawal shall be
without prejudice to I/N Tek to challenge any ordinance imposing increases to rates or
surcharges.
n. Material Change.
This Agreement is based upon on the Petition submitted by Robert Miller, Sr. ( "Miller
Petition), which challenges the outside city surcharge in Section 17 -81 of the City Code being
withdrawn dismissed or ultimately rejected by final judgment no longer subject to appeal (the
"Miller Petition "). I/N Tek shall not support the petitioner(s) in the Miller Petition in any
manner.
Should the Miller Petition be granted, the Parties agree it will be a Material Change to this
Agreement, and as a result, this Agreement shall be void ab initio.
IN WITNESS WHEREOF, I/N Tek and the City, through their duly authorized
representatives, have caused this Agreement to be executed as of the day and year first written above.
The parties have read and understand the foregoing terms of this Agreement and do, by their
respective signatures hereby agree to its terms.
[SIGNATURES CONTAINED ON FOLLOWING PAGE]
Page 5 of 6
I/N TEK L.P.
Date Signed: feh , lZ „20l %
By:
Thom s W. Cayia
Its: President
IIN KOTE L.P.
By:
Thomas W. Cayia
Its: President
P: \WP51 \D0C \Arcelor \IN Tek Special Rate Agreement RAN5.docs
CITY OF SOUTH BEND, INDIANA
Date Signed: a1 11i. &(
By: ✓- t9�'r.'�
Gary Gilot, President
Suzanna M. Fritzberg, Member
7 1
J s A. Mueller, Member
Therese J. Dora , Mera r
Elizabeth A. Maradik, Member
ATTEST:
Linda Martin
Clerk of the Board of Public Works
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