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Staff Report to Redevelopment Commission
South Bend Career Academy — TIF Pledge Resolution
Prepared 9/8/11
The pledge resolution is for a total of $1.5 million to be paid over 3 years at 4% interest.
The total cost to acquire, renovate, equip and provide for first semester operating cash is
$13.9 million. Construction financing has been provided by the Garatoni Family
Foundation. End financing is expected to come from various bonds ($9.5 million,
including the TIF Pledge), Federal Funding of $150,000, seller financing of $750,000 and
private contributions totaling $3.5 million (including $1.0 million from the Garatoni
Family Foundation).
South Bend Career Academy is a public, vocationally oriented charter school located in
the Blackthorn Office Park. It opened in August for grades 7 thru 9 with a target
enrollment of 125 students in each grade. Grades 10 thru 12 will be addedsuccessively
over the next 3 years. As a public school it will be open without charge to any Indiana
resident. Its operations will be funded by state tuition payments beginning in January of
2012.
In addition to offering Indiana's "Core 40" academic program, the Career Academy will
emphasize project based learning for all grades and will emphasize vocational education
for higher grades. The school will share equipment and instructors now used for the adult
education programs of the Apprentice Academy. Courses will include precision
metalworking, welding, plumbing, auto mechanics, appliance repair, heating and
ventilating, advanced manufacturing, entrepreneurship, information technology,
retail/business management, business ethics, nursing and phlebotomy.
This school is housed in a formerly vacant 100,000 square foot facility and will provide
another choice for quality education in South Bend.
RESOLUTION NO. 9
A RESOLUTION OF THE SOUTH BEND
REDEVELOPMENT COMMISSION PLEDGING CERTAIN
TAX INCREMENT REVENUES ON A SUBORDINATE BASIS TO THE PAYMENT OF
CERTAIN CITY OF SOUTH BEND, INDIANA, ECONOMIC DEVELOPMENT
REVENUE BONDS EXPECTED TO BE ISSUED FOR THE
SOUTH BEND CAREER ACADEMY PROJECT
WHEREAS, the South Bend Redevelopment Commission (the "Commission "),
the governing body of the City of South Bend, Indiana, Redevelopment District (the "District ")
and the City of South Bend, Indiana, Department of Redevelopment, exists and operates under
the provisions of Ind. Code § 36 -7 -14, as amended from time to time (the "Act "); and
WHEREAS, the Commission has previously (i) designated and declared an area
in the City of South Bend, Indiana (the "City "), known as the Airport Economic Development
Area (the "Area ") to be an economic development area and an allocation area for purposes of tax
increment financing and established an allocation fund for said Area (the "Allocation Fund ");
and
WHEREAS, the Commission has previously authorized pursuant to various
resolutions (the "Prior Bond Resolutions ") the issuance of the Commission's (i) City of South
Bend, Indiana, Redevelopment District Revenue Bond, Series 2001A (Robert Bosch Corporation
Project) (ii) City of South Bend, Indiana, Redevelopment District Special Taxing District Bonds
of 2002; and (iii) City of South Bend, Indiana, Redevelopment District Tax Increment Revenue
Bonds, Series 2003 (collectively, the "Prior Bonds ") payable from the tax increment revenues
allocated to the Commission and resulting from the increase in the assessed value of real
property and improvements thereon located in the Area (the "Tax Increment Revenues "); and
WHEREAS, the Commission has previously adopted a resolution (the "Prior
Lease Resolution" and collectively with the Prior Bond Resolutions, the "Prior Resolutions ")
authorizing the execution of a lease with the South Bend Redevelopment Authority (the
"Authority ") pursuant to which the Commission makes lease rental payments from the Tax
Increment Revenues to the Authority which the Authority uses to pay the principal of and
interest its Lease Rental Revenue Refunding Bonds of 1998 (Blackthorn Golf Course Project)
(the "Prior Lease" and with the Prior Bonds, the "Prior Obligations "); and
WHEREAS, the City is considering the issuance of its economic development
revenue bonds pursuant to Ind. Code § 36 -7 -11.9 and 12 for the South Bend Career Academy
Project (the "EDC Bonds "), the proceeds of which are to be used to finance a portion of the costs
of the acquisition, renovation, construction, installation and equipping of an approximately
106,000 square foot charter school located at 3801 Nimtz Drive in the City which is located in
the Area (collectively, the "Project "); and
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WHEREAS, the Commission has been asked to pledge Tax Increment Revenues
which may be available following payment of the Prior Obligations and Future Obligations (as
defined herein) (such remaining amount of Tax Increment Revenues being referred to herein as
"Pledged Tax Increment "); and
WHEREAS, the Commission anticipates that sufficient Pledged Tax Increment
will be available to the Commission to pay the principal of and interest on the EDC Bonds when
due and desires to pledge the Pledged Tax Increment to the payment of principal of and interest
on the EDC Bonds as set forth herein; and
WHEREAS, the pledge of the Pledged Tax Increment shall be junior and
subordinate to the Prior Obligations and also junior and subordinate to all other obligations or
indebtedness incurred by the Commission pursuant to Sections 25.1 and 25.2 of the Act, if any,
which by their terms are secured by or paid from Tax Increment Revenues ( "Future
Obligations ") and
WHEREAS, neither the City nor the Commission shall have any obligation with
respect to the payment of principal of or interest on the EDC Bonds other than from the Pledged
Tax Increment if and when available;
NOW, THEREFORE, BE IT RESOLVED, by the City of South Bend, Indiana,
Redevelopment Commission as follows:
1. The Commission hereby pledges the Pledged Tax Increment to the
payment of the principal of and interest on the EDC Bonds for a period up to but not exceeding
three (3) years from the date of the issuance of the EDC Bonds. Such pledge shall terminate at
the earliest of the final payment on the EDC Bonds or the conclusion of said three (3) year period
and shall be junior and subordinate to the Prior Obligations and to Future Obligations, if any.
2. The principal and interest account of the Allocation Fund, previously
established and continued by the Prior Resolutions, is hereby continued with respect to the
Pledged Tax Increment.
3. Tax Increment Revenues received by the Commission shall be deposited
into the Principal and Interest Account, as set forth in the Prior Resolutions, for the payment of
the Prior Obligations and Future Obligations, if any, and any remaining amounts (which shall
constitute Pledged Tax Increment as defined herein), after setting aside Tax Increment Revenues
for the payment of amounts owed on the Prior Obligations and the Future Obligations, if any,
shall be appropriated for the payment of the principal of and interest on the EDC Bonds. The
pledge of the Pledged Tax Increment shall be junior and subordinate to the Prior Obligations and
the Future Obligations, if any. Tax Increment Revenues received in any year in excess of the
amount necessary to pay the amounts due that year on the Prior Obligations, the Future
Obligations, if any, and the EDC Bonds do not remain pledged and may be used by the
Commission, in accordance with the Prior Resolutions, for any purpose set forth in Ind. Code §
36-7-14-39,
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4. This Resolution shall be in full force and effect after its adoption by the
Commission and shall not be repealed or amended in. any manner which would serve to
adversely affect the pledge of the Pledged Tax Increment contained herein.
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ADOPTED at a meeting of the South Bend Redevelopment Commission held on
August 23, 2011, in Room 1308, County -City Building, 227 West Jefferson Boulevard, South
Bend, Indiana 46601.
SOUTH BEND REDEVELOPMENT
COMMISSION
Marcia Jones, President
ATTEST:
Nancy King, Secretary
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