HomeMy WebLinkAboutNo. 0958 a final bond resolution of the SBRC authorizing the issuance of the COSB redevelopment district tax increment revenue bonds of 1990 for purpose of raising money for property acquisition/redevelopment in the AEDA allocation area No. 1Resolution No. 958
A FINAL BOND RESOLUTION OF THE CITY OF SOUTH BEND REDEVELOPMENT
COMMISSION AUTHORIZING THE ISSUANCE OF THE
CITY OF SOUTH BEND REDEVELOPMENT DISTRICT TAX INCREMENT
REVENUE BONDS OF 1990 FOR THE PURPOSE OF RAISING MONEY FOR
PROPERTY ACQUISITION AND REDEVELOPMENT IN THE
AIRPORT ECONOMIC DEVELOPMENT AREA, ALLOCATION AREA NO. 1
WHEREAS, the City of South Bend Redevelopment Commission
(the "Commission ") , governing body of the City of South Bend,
Indiana, Department of Redevelopment (the "Department ") and the
Redevelopment District of the City of South Bend, Indiana (the
"Redevelopment District ") , exists and operates under the provisions
of IC 36 -7 -14, as amended from time to time (the "Act "); and
WHEREAS, on February 23, 1990, the Commission adopted its
Resolution No. 919 (the "Declaratory Resolution ") declaring the
Airport Economic Development Area to be an "economic development
area" within the meaning of the Act (the "Area ") and designated
the Area as the "Airport Economic Development Area, Allocation Area
No. 1 " under Section 39 of the Act ( "the Allocation Area ") and
approving a Redevelopment Plan for the Area (the "Redevelopment
Plan "); and
WHEREAS, on May 15, 1990, the Area Plan Commission of St.
Joseph County (the "Plan Commission ") , which is the duly designated
and acting planning body for the City of South Bend, Indiana (the
"City "), issued its written order approving the Declaratory
Resolution and the Redevelopment Plan, and finding that the
Declaratory Resolution and the Redevelopment Plan conform to the
general plan of development for the City; and
WHEREAS, on June 11, 1990, the Common Council of the City
(the "Common Council ") adopted its Resolution No. 90 -33, approving
the order of the Plan Commission with regard to the Declaratory
Resolution and the Redevelopment Plan for the Area; and
AFN WHEREAS, on June 27,
%0 hearing thereon, the Commission
the Declaratory Resolution b y
Resolution (the Declaratory
Confirmatory Resolution shall
"Declaratory Resolution "); and
1990, after notice and a public
in its Resolution No. 938 confirmed
the adoption of a Confirmatory
Resolution as confirmed by the
hereinafter be referred to as the
WHEREAS, the Commission, in accordance with the Act, has
previously established the City of South Bend, Department of
Redevelopment, Airport Economic Development Area, Allocation Area
No. 1 Allocation Fund (the "Allocation Fund "); and
WHEREAS, with regard to taxes levied on real property in
the Allocation Area, property tax proceeds in excess of those
attributable to the lesser of:
(a) The assessed value of the property for the assessment
date with respect to which the allocation and
distribution is made; or
(b) The base assessed value as defined in the Act;
shall be allocated to the Redevelopment District and, when
collected, paid into the Allocation Fund, and may be used by the
Commission only to do one or more of the following:
(a) pay the principal of and interest on any obligations
payable solely from allocated tax proceeds which are
incurred by the Redevelopment District for the purpose
of financing or refinancing the redevelopment of the
Allocation Area;
(b) establish, augment, or restore the debt service reserve
for bonds payable solely or in part from allocated tax
proceeds in the Allocation Area;
(c) pay the principal of and interest on bonds payable from
allocated tax proceeds in the Allocation Area and from
the special tax levied under Section 27 of the Act;
(d) pay the principal of and interest on bonds issued by the
City to pay for local public improvements in or serving
the Allocation Area;
(e) pay premiums on the redemption before maturity of bonds
payable solely or in part from allocated tax proceeds in
the Allocation Area;
(f) make payments on leases payable from allocated tax
proceeds in the Allocation Area under Section 25.2 of the
Act;
(g) reimburse the City for expenditures made by it for local
public improvements (which include buildings, parking
facilities, and other items described in Section 25.1(a)
of the Act) in or serving the Allocation Area;
(h) reimburse the City for rentals paid by it for a building
or parking facility in or serving the Allocation Area
under any lease entered into under IC 36 -1 -10;
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(i) pay all or a portion of a property tax replacement credit
to taxpayers in the Allocation Area as determined by the
Commission, pursuant to Section 39 of the Act; or
(j) pay expenses incurred by the Commission for local public
improvements that are in the Allocation Area or serving
the Allocation Area. Public improvements include
buildings, parking facilities, and other items described
in Section 25.1(a) of the Act;
provided however, that if further uses of property tax proceeds
allocated to the Allocation Fund are authorized or permitted by
amendment to the Act, including IC 36- 7- 14 -39, those uses shall
also be authorized or permitted for property tax proceeds allocated
to the Allocation Fund; and
WHEREAS, the Act authorizes the issuance of bonds of the
Redevelopment District payable solely from allocated tax proceeds;
and
WHEREAS, on June 27, 1990, the Commission adopted its
Resolution No. 945 (the "Preliminary Bond Resolution ") authorizing
the issuance and sale of the negotiable bonds of the City of South
Bend Redevelopment District, in one or more series or issues, the
principal of and interest on which are payable solely from taxes
on real property in the Allocation Area allocated and deposited in
the Allocation Fund pursuant to Section 39 of the Act and proceeds
from the sale or leasing of property in the Allocation Area under
Section 22 of the Act deposited into the Allocation Fund as
required by Section 26 of the Act (the "Tax Increment ") , which
bonds shall be issued in the name of the City, for and on behalf
of the Redevelopment District, in an aggregate principal amount
not to exceed Nine Hundred Fifty Thousand Dollars ($950,000) (the
"Bonds ") and which amount (together with investment earnings
thereon in the approximate amount of $15,000) does not exceed the
cost of property acquisition and redevelopment in the Allocation
Area, together with a sum sufficient to pay the estimated cost of
all expenses reasonably incurred in connection with the acquisition
and redevelopment of the Allocation Area, including the total cost
of all land, rights -of -way, and other property to be acquired and
redeveloped, all reasonable and necessary architectural,
engineering, legal, financing, accounting, advertising, bond
discount and supervisory expenses, capitalized interest and a debt
service reserve for the Bonds as provided herein and expenses the
Commission may be required or permitted to pay as "relocation
assistance" under IC 8- 23 -17, together with the expenses in
connection with or on account of the issuance of bonds therefor;
and
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WHEREAS, the Commission now further determines that the
issuance of the Bonds in the aggregate principal amount of Nine
Hundred Fifty Thousand Dollars ($950,000) is necessary in order to
provide funds for payment of part of the cost of property
acquisition and redevelopment in the Allocation Area;
NOW THEREFORE, BE IT RESOLVED BY THE CITY OF SOUTH BEND
REDEVELOPMENT COMMISSION AS FOLLOWS:
1. For the purpose of procuring funds to pay for the
cost of property acquisition and redevelopment in the Allocation
Area, together with a sum sufficient to pay the estimated cost of
all expenses reasonably incurred in connection with the acquisition
and redevelopment of the Allocation Area, including the total cost
of all land, rights -of -way, and other property to be acquired and
redeveloped, all reasonable and necessary architectural,
engineering, legal, financing, accounting, advertising, bond
discount and supervisory expenses, capitalized interest and a debt
service reserve for the Bonds as set forth herein and expenses the
Commission may be required or permitted to pay as "relocation
assistance" under IC 8- 23 -17, together with the expenses in
connection with or on account of the issuance of the Bonds, the
City acting for and on behalf of the Redevelopment District, shall
make a loan in the amount of Nine Hundred and Fifty Thousand
Dollars ($950,000).
In order to procure funds for said loan, the Controller
of the City is hereby authorized and directed to have prepared and
to issue and sell the negotiable bonds of the Redevelopment
District, in one or more series which Bonds shall be issued in the
name of the City, for and on behalf of the Redevelopment District
and which shall be designated "City of South Bend Redevelopment
District Tax Increment Revenue Bonds of 1990," in an aggregate
principal amount of Nine Hundred Fifty Thousand Dollars ($950,000),
and which amount does not exceed the cost, as estimated by the
Commission, of property acquisition and redevelopment in the
Allocation Area, together with a sum sufficient to pay the
estimated cost of all expenses reasonably incurred in connection
with the acquisition and redevelopment of the Area, including the
total cost of all land, rights -of -way, and other property to be
acquired and redeveloped, all reasonable and necessary
architectural, engineering, legal, financing, accounting,
advertising, bond discount and supervisory expenses, capitalized
interest and a debt service reserve for the Bonds as provided
herein and expenses the Commission may be required or permitted to
pay as "relocation assistance" under IC 8- 23 -17, together with the
expenses in connection with or on account of the issuance of the
Bonds therefor.
The Bonds shall not constitute a corporate obligation or
indebtedness of the City, but shall constitute an obligation of
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the Redevelopment District. The Bonds, together with interest
thereon, shall be payable solely out of the Tax Increment.
The Bonds shall be issued in fully registered form in the
denomination of Five Thousand Dollars ($5,000), or integral
multiples thereof ( "Authorized Denominations "), not exceeding the
aggregate principal amount of the Bonds and shall be numbered
consecutively from 90R -1 upwards. The Bonds shall mature and be
payable on August 1, 1996.
The interest on the Bonds shall be payable semiannually
on the first day of February and the first day of August of each
year commencing February 1, 1991. Interest shall be calculated on
the basis of twelve (12) thirty -day months for a three hundred
sixty -day year.
The Controller of the City of South Bend, Indiana, or
such financial institution as the Controller may designate pursuant
to this Resolution, is hereby appointed as Registrar (the
Controller or such financial institution and any subsequent
registrar appointed pursuant to this Resolution shall hereinafter
be referred to as the "Registrar ") for the Bonds and is hereby
charged with the responsibility of authenticating the Bonds. The
Registrar shall keep and maintain at its principal office books for
the registration and for the transfer of the Bonds (the "Bond
Register "). The Controller is hereby authorized and directed, on
behalf of the Commission, to enter into such agreements or
understandings with the Registrar as will enable the Registrar to
perform the services required of a registrar, and is directed to
pay the Registrar for its services out of available funds.
The principal of the Bonds shall be payable at the
principal office of the Controller or such financial institution
as the Controller may designate pursuant to this Resolution, which
Controller or designated financial institution is hereby appointed
as the Paying Agent (the Controller or such financial institution
and any subsequent Paying Agent appointed pursuant to this
Resolution shall hereinafter be referred to as the "Paying Agent ")
for the Bonds. Interest on the Bonds shall be paid by check or
draft mailed or delivered to the registered owners of the Bonds at
the address as it appears on the Bond Register as of the fifteenth
day of the month immediately preceding the interest payment date
or at such other address as is provided to the Paying Agent in
writing by such registered owners. All payments on the Bonds shall
be made in lawful money of the United States of America. The
Controller is hereby authorized and directed, on behalf of the
Commission, to enter into such agreements or understandings with
the Paying Agent as will enable the Paying Agent to perform the
services required of a paying agent, and is directed to pay the
Paying Agent for its services out of available funds.
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The Bonds shall bear an original date which shall be the
first day of the month in which the Bonds are to be delivered (the
"Original Date ") and each Bond shall also bear the date of its
authentication. Bonds authenticated on or before January 15, 1991,
shall be paid interest from the Original Date. Bonds authenticated
after January 15, 1991, shall pay interest from the interest
payment date immediately preceding the date of authentication of
such Bonds unless the Bonds are authenticated between the fifteenth
day of the month preceding an interest payment date and the
interest payment date, in which case interest thereon shall be paid
from such interest payment date.
Each Bond shall be transferable or exchangeable only upon
the Bond Register by the registered owner thereof in person, or by
his attorney duly authorized in writing, upon surrender of such
Bond together with a written instrument of transfer or exchange
satisfactory to the Registrar duly executed by the registered owner
or his attorney duly authorized in writing, and thereupon a new
fully registered Bond or Bonds in the same aggregate principal
amount and of the same maturity shall be executed and delivered in
the name of the transferee or transferees or the registered owner,
as the case may be, in exchange therefor. Bonds may be transferred
or exchanged without cost to the registered owner, except for any
tax or governmental charge required to be paid with respect to the
exchange. The Registrar shall not be required to transfer or
exchange any Bond called for redemption or during the period from
the fifteenth day of any calendar month immediately preceding an
interest payment date to such interest payment date. The City, the
Commission, the Registrar and the Paying Agent may treat and
consider the person in whose name such Bonds are registered as the
absolute owner thereof for all purposes including for the purpose
of receiving payment of, or on account of, the principal thereof
and interest due thereon.
In the event any Bond is mutilated, lost, stolen or
destroyed, the City may execute and the Registrar may authenticate
a new Bond of like date, maturity and denomination as that
mutilated, lost, stolen or destroyed, which new Bond shall be
marked in a manner to distinguish it from the Bond for which it was
issued, provided that, in the case of any mutilated Bond, such
mutilated Bond shall first be surrendered to the Registrar, and in
the case of any lost, stolen or destroyed Bond there shall be first
furnished to the City and the Registrar evidence of such loss,
theft or destruction satisfactory to the City and the Registrar,
together with indemnity satisfactory to them. In the event any
such lost, stolen or destroyed Bond shall have matured, instead of
issuing a duplicate Bond, the City and the Registrar may, upon
receiving indemnity satisfactory to them, pay the same without
surrender thereof. The City and the Registrar may charge the owner
of such Bond with their reasonable fees and expenses in connection
with the above. Every substitute Bond issued by reason of any Bond
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being lost, stolen or destroyed shall, with respect to such Bonds,
constitute a substitute contractual obligation of the City, acting
for and on behalf of the Redevelopment District, whether or not the
lost, stolen or destroyed Bond shall be found at any time, and
shall be entitled to all the benefits of this Resolution, equally
and proportionately with any and all other Bonds duly issued
hereunder.
The Registrar or the Paying Agent may at any time resign
as Registrar or Paying Agent by giving thirty (30) days' written
notice to the Commission and by first -class mail to each registered
owner of Bonds then outstanding, and such resignation will take
effect at the end of such thirty (30) days or upon the earlier
appointment of a successor Registrar or Paying Agent, as the case
may be, by the Commission. Such notice to the Commission may be
served personally or be sent by registered mail. The Registrar or
Paying Agent may be removed at any time as Registrar or Paying
Agent by the Commission, in which event the Commission may appoint
a successor Registrar or Paying Agent as the case may be. The
Commission shall notify each registered owner of Bonds then
outstanding by first -class mail of the removal of the Registrar or
Paying Agent. Notices to registered owners of Bonds shall be
deemed to be given when mailed by first -class mail to the addresses
of such registered owners as they appear on the Bond Register. Any
predecessor Registrar shall deliver all the Bonds in its possession
and the Bond Register to the successor Registrar and any
predecessor Paying Agent shall deliver all the cash in its
possession to the successor Paying Agent.
The Bonds shall be executed in the name of the City,
acting for and on behalf of the Redevelopment District, by the
manual or facsimile signature of the Mayor of the City, and
attested by the manual or facsimile signature of the Controller,
who shall cause the official seal of the City to be impressed or
a facsimile thereof to be printed on each of the Bonds. Subject
to the provisions for registration, the Bonds shall be negotiable
under the laws of the State of Indiana.
The Bonds shall be authenticated with the manual
signature of an authorized representative of the Registrar, and no
Bond shall be valid or obligatory for any purpose or be entitled
to any security or benefit under this Resolution until the
certificate of authentication on such Bond shall have been so
executed.
2. The Bonds are subject to redemption prior to stated
maturity as follows:
(a) (i) The Bonds are subject to mandatory redemption
through operation of a sinking fund as described in
subsection (a) (ii) below at a redemption price of 100$ of the
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principal amount redeemed, plus interest accrued to the redemption
date, and at maturity, on the dates and in the principal amounts
specified in the Purchase Agreement referred to in Section 9 of
this Resolution.
(ii) As and for a sinking fund for the
redemption of the principal of the Bonds, the
Commission will, until all of the Bonds are
paid or payment thereof provided for, cause to
be deposited with the Paying Agent on each
date on which a mandatory redemption payment
is due (each such date being herein called a
"Sinking Fund Payment Date "), the required
amounts as set forth in the Purchase
Agreement. Each such payment shall be applied
to the redemption of Bonds on such Sinking
Fund Payment Date, as set forth in the
Purchase Agreement. Any redemption of less
than the entire unpaid principal amount of the
Bonds pursuant to Section 2(b) shall not
relieve the sinking fund obligation under this
Section 2(a).
(iii) The Registrar shall select the
Bonds to be redeemed on each Sinking Fund
Payment Date by lot in the manner specified in
Section 2(c). The redemption of such Bonds
shall be made upon the terms and in the manner
stated in Section 2(d).
(b) The Bonds are subject to redemption at the option
of the Commission at any time after issuance thereof, only in
Authorized Denominations, as a whole or in part from time to time,
in multiples of $5, 000 (with the Bonds to be selected by lot in
such manner as may be designated by the Registrar, in case of
redemption in part) , at face value plus interest accrued on the
Bonds so redeemed to the date fixed for redemption, and without
premium.
(c) If less than all the Bonds are to be redeemed, then
for all purposes in connection with such redemption and the
selection by lot of the Registrar of the outstanding Bonds to be
redeemed, each $5,000 of principal amount of each outstanding Bond
in a denomination greater than $5,000 shall be treated as though
it were a separate Bond of the denomination of $5,000.
For all purposes of this Resolution, unless the context
otherwise requires, all provisions relating to the redemption of
Bonds shall relate, in the case of any Bond redeemed or to be
redeemed only in part, to the portion of the principal of such Bond
which has been or is to be redeemed.
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(d) Unless waived by any holder of Bonds to be redeemed,
official notice of any such redemption shall be given by the
Registrar on behalf of the Commission identifying the Bonds, by
mailing a copy of an official redemption notice by registered or
certified mail at least thirty (30) days and not more than sixty
(60) days prior to the date fixed for redemption to the registered
owner of the Bond or Bonds to be redeemed at the address shown on
the Bond Register or at such other address as is furnished in
writing by such registered owner to the Registrar; provided,
however, that failure to give such notice by mailing, or any defect
therein, with respect to any Bond shall not affect the validity of
any proceedings for the redemption of other Bonds.
All official notices of redemption shall be dated and
shall state:
(1) the redemption date,
(2) the redemption price,
(3) if less than all outstanding Bonds are to be
redeemed, the identification (and, in the case of
partial redemption, the respective principal
amounts) of the Bonds to be redeemed,
(4) that on the redemption date the redemption price
will become due and payable upon each such Bond or
portion thereof called for redemption, and that
interest thereon shall cease to accrue from and
after said date, and
(5) the place where such Bonds are to be surrendered for
payment of the redemption price, which place of
payment shall be the place provided for the payment
of the principal of the Bonds.
Prior to any redemption date, the Commission shall
deposit with the Paying Agent an amount of money sufficient to pay
the redemption price of all the Bonds or portions of Bonds which
are to be redeemed on that date.
Official notice of redemption having been given as
aforesaid, the Bonds or portions of Bonds so to be redeemed shall,
on the redemption date, become due and payable at the redemption
price therein specified, and from and after such date (unless the
Commission shall default in the payment of the redemption price)
such Bonds or portions of Bonds shall cease to bear interest. Upon
surrender of such Bonds for redemption in accordance with said
notice, such Bonds shall be paid by the Paying Agent at the
redemption price. Bonds redeemed in part may be exchanged for a
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Bond or Bonds of the same maturity in Authorized Denominations
equal to the remaining principal amount. In addition to the
foregoing notice, further notice may be given by the Registrar as
it deems appropriate by mail, publication or otherwise to
registered securities depositories, national information services
or others containing the above information and such further
information as the Registrar may deem appropriate, but no defect
in said further notice, nor any failure to give all or any portion
of such further notice shall in any manner defeat the effectiveness
of a call for redemption if notice thereof is given as above
described.
3. The form and tenor of the Bonds shall be
substantially as follows (all blanks to be properly completed prior
to the preparation of the Bonds):
United States of America
State of Indiana County of St. Joseph
No. 90R- $
CITY OF SOUTH BEND REDEVELOPMENT DISTRICT
TAX INCREMENT REVENUE BOND OF 1990
Interest Maturity Original Authentication
Rate Date Date Date CUSIP
Registered Owner:
Principal Sum:
The City of South Bend, in St. Joseph County, State of
Indiana (the "City ") , acting for and on behalf of the City of South
Bend Redevelopment District (a special taxing district having the
same boundaries as the City), for value received, hereby promises
to pay to the Registered Owner stated above, or registered assigns,
but solely from taxes on real property located in the Airport
Economic Development Area, Allocation Area No. 1 ( "Allocation Area
No. 111) allocated and deposited in the City of South Bend,
Department of Redevelopment, Airport Economic Development Area,
Allocation Area No. 1 Allocation Fund (the "Allocation Fund ")
pursuant to the provisions of IC 36- 7 -14 -39 and proceeds from the
sale or leasing of property in Allocation Area No. 1 under
IC 36- 7 -14 -22 deposited in the Allocation Fund as required by
IC 36- 7 -14 -26 (the "Tax Increment "), the Principal Sum stated
above, on the Maturity Date stated above, unless this bond shall
have previously been called for redemption and payment of the
redemption price made or provided for, and to pay interest on said
Principal Sum to the Registered Owner of this bond until the City's
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obligation with respect to the payment of said Principal Sum shall
be discharged, at the rate per annum specified. above from the
interest payment date next preceding the date of authentication of
this bond, unless this bond is authenticated on or before
ce January 15, 1991, in which case the interest shall be paid from the
Original Date stated above or unless this bond is authenticated
between the fifteenth day of the month preceding an interest
payment date and the interest payment date, in which case interest
shall be paid from such interest payment date. Interest is payable
February 1, 1991 and semiannually thereafter on February 1 and
August 1 of each year by check or draft. Interest shall be
calculated on the basis of twelve (12) thirty -day months for a
three hundred sixty -day year.
The principal of and premium, if any, on this bond are
payable at the principal office of
in the City of ,
Indiana, as Paying Agent (which term shall include any successor
Paying Agent). Interest on this bond shall be paid by check or
draft mailed or delivered to the Registered Owner hereof at the
address as it appears on the books kept by
, in the City of Indiana, as
Registrar (which term shall include any successor Registrar), for
the registration and for the transfer of the bonds (the "Bond
Register ") as of the fifteenth day of the month immediately
preceding the interest payment date or at such other address as is
provided to the Paying Agent in writing by the Registered Owner.
All payments on this bond shall be made in lawful money of the
United States of America.
This bond, together with interest thereon, does not
constitute a corporate obligation or indebtedness of the City of
South Bend, but the same is an obligation of the Redevelopment
District of the City of South Bend, which is a special taxing
district having the same boundaries as the City of South Bend, and
is payable solely out of the Tax Increment. Subject to the
provisions for registration, this bond is negotiable under the laws
of the State of Indiana.
The terms and provisions of this bond are continued on
the reverse side hereof and such continued terms and provisions
shall for all purposes have the same effect as though fully set
forth at this place.
It is hereby certified and recited that all acts,
conditions and things required by law and the Constitution of the
State of Indiana to be done precedent to and in the execution,
issuance, sale and delivery of this bond have been properly done,
happened and performed in regular and due form as prescribed by
law, and that the issuance of this bond by the Redevelopment
District of the City of South Bend does not cause any
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constitutional or statutory limitation of indebtedness to be
exceeded.
This bond shall not be valid or become obligatory for any
Amok purpose or be entitled to any security or benefit under the
Resolution authorizing this bond until the certificate of
authentication hereon shall have been duly executed by an
authorized representative of the Registrar.
IN WITNESS WHEREOF, the City of South Bend Redevelopment
Commission has caused this bond to be executed in the name of the
City of South Bend, acting for and on behalf of the Redevelopment
District of the City of South Bend, by the manual or facsimile
signature of the Mayor of said City and attested by the manual or
facsimile signature of the Controller of said City, who has caused
the seal of said City to be impressed or a facsimile thereof to be
printed hereon.
CITY OF SOUTH BEND, INDIANA
By: (Facsimile)
Joseph E. Kernan, Mayor
(Seal of the City)
ATTEST:
(facsimile)
S. Katherine Humphreys
Controller
Registrar's Certificate of Authentication
This bond is one of the bonds described in the within
mentioned Resolution.
AS REGISTRAR
By:
Authorized Representative
(Reverse of Bond)
This bond is one of an authorized issue of bonds of the
Redevelopment District of the City of South Bend in the aggregate
principal amount of Nine Hundred and Fifty Thousand Dollars
($950,000), numbered consecutively from 90R -1 upwards, issued
pursuant to a resolution entitled "A FINAL BOND RESOLUTION OF THE
CITY OF SOUTH BEND REDEVELOPMENT COMMISSION AUTHORIZING THE
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ISSUANCE OF THE CITY OF SOUTH BEND REDEVELOPMENT DISTRICT TAX
INCREMENT REVENUE BONDS OF 1990 FOR THE PURPOSE OF RAISING MONEY
FOR PROPERTY ACQUISITION AND REDEVELOPMENT IN THE AIRPORT ECONOMIC
DEVELOPMENT AREA, ALLOCATION AREA NO. 1" (Resolution No. ),
(the "Resolution ") adopted by the City of South Bend Redevelopment
Commission (the "Commission ") on August 31, 1990, and in strict
compliance with IC 36 -7 -14, for the purpose of procuring funds to
pay for the cost of property acquisition and redevelopment in
Allocation Area No. 1, together with a sum sufficient to pay the
estimated cost of all expenses reasonably incurred in connection
with the acquisition and redevelopment of Allocation Area No. 1,
including the total cost of all land, rights -of -way and other
property to be acquired and redeveloped, all reasonable and
necessary architectural, engineering, legal, financing, accounting,
advertising, bond discount and supervisory expenses, capitalized
interest and a debt service reserve for the bonds as set forth in
the Resolution and expenses the Commission may be required or
permitted to pay as "relocation assistance" under IC 8- 23 -17,
together with the expenses in connection with or on account of the
issuance of the bonds, all as described in the Resolution.
Reference is hereby made to the Resolution for a description of the
nature and extent of the rights, duties and obligations of the
owners of the bonds, the City and the Commission and the terms on
which this bond is issued, and to all the provisions of the
Resolution to which the owner hereof by the acceptance of this bond
assents.
The Bonds are subject to mandatory redemption through
operation of a sinking fund at a redemption price of loot of the
principal amount redeemed, plus interest accrued to the redemption
date, and at maturity, on the dates specified below in the
following principal amounts:
Date Amount
The Bonds are subject to redemption at the option of the
Commission at any time after issuance thereof, as a whole or in
part from time to time, only in Authorized Denominations (with the
Bonds to be selected by lot in such manner as may be designated by
the Registrar, in case of redemption in part), at face value plus
interest accrued on the Bonds so redeemed to the date fixed for
redemption, and without premium.
Unless waived by any holder of bonds to be redeemed,
official notice of any such redemption shall be given by the
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Registrar on behalf of the Commission by mailing a copy of an
official redemption notice by registered or certified mail at least
thirty ( 3 0 ) days and not more than sixty ( 60 ) days prior to the
date fixed for redemption to the registered owner of the bond or
bonds to be redeemed at the address shown on the Bond Register or
at such other address as is furnished in writing by such registered
owner to the Registrar; provided, however, that failure to give
such notice, or any defect therein, with respect to any bond shall
not affect the validity of any proceedings for the redemption of
other bonds.
Official notice of redemption having been given as
aforesaid, the bonds, or portions of bonds so to be redeemed shall,
on the redemption date, become due and payable at the redemption
price therein specified, and from and after such date (unless the
Commission shall default in the payment of the redemption price)
such bonds or portions of bonds shall cease to bear interest. Upon
surrender of such bonds for redemption in accordance with said
notice, such bonds shall be paid by the Paying Agent at the
redemption price. Bonds redeemed in part may be exchanged for a
bond or bonds of the same maturity in Authorized Denominations
equal to the remaining principal amount.
The principal of and interest on this bond and all other
bonds of the issue of which this bond is a part, and any bonds
' hereafter issued ranking on a parity herewith are payable solely
�+ out of the Tax Increment.
This bond is transferable or exchangeable only upon the
Bond Register by the Registered Owner hereof in person, or by his
attorney duly authorized in writing, upon surrender of this bond
together with a written instrument of transfer or exchange
satisfactory to the Registrar duly executed by the Registered Owner
or his attorney duly authorized in writing and thereupon a new
fully registered bond or bonds in the same aggregate principal
amount and of the same maturity shall be executed and delivered in
the name of the transferee or transferees or the Registered Owner,
as the case may be, in exchange therefor. This bond may be
transferred or exchanged without cost to the Registered Owner,
except for any tax or governmental charge required to be paid with
respect to the exchange. The Registrar shall not be required to
transfer or exchange this bond if it has been called for redemption
or during the period from the fifteenth day of any calendar month
immediately preceding an interest payment date to such interest
payment date.
The City, the Commission, the Registrar and Paying Agent
may treat and consider the person in whose name this bond is
registered as the absolute owner hereof for all purposes including
for the purpose of receiving payment of, or on account of, the
principal hereof and interest due hereon.
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In the manner provided in the Resolution, the Resolution
and the rights and obligations of the Commission and of the owners
of the bonds may (with certain exceptions as stated in the
Resolution) be modified or amended with the consent of the owners
of at least sixty percent (60 %) in aggregate principal amount of
outstanding bonds exclusive of bonds, if any, owned by the
Commission or the City. Additional bonds ranking on a parity with
the bonds authorized by the Resolution and other bonds, junior to
the bonds authorized by the Resolution, may be issued in accordance
with the terms of the Resolution.
The bonds maturing in any one year are issuable only in
fully registered form in the denomination of Five Thousand Dollars
($5,000.00) or any integral multiples thereof not exceeding the
aggregate principal amount of the bonds maturing in such year.
In the event this bond is mutilated, lost, stolen or
destroyed, the City may execute and the Registrar may authenticate
a new bond of like date, maturity and denomination as this bond,
which new bond shall be marked in a manner to distinguish it from
this bond; provided that, in the case of this bond being mutilated,
this bond shall first be surrendered to the City and the Registrar,
and in the case of this bond being lost, stolen, or destroyed,
there shall first be furnished to the City and the Registrar
evidence of such loss, theft or destruction satisfactory to the
City and the Registrar, together with indemnity satisfactory to
them. In the event that this bond, being lost, stolen or
destroyed, shall have matured, instead of issuing a duplicate bond
the City and the Registrar may, upon receiving indemnity
satisfactory to them, pay this bond without surrender hereof. The
City and the Registrar may charge the owner of this bond with their
reasonable fees and expenses in connection with the above. Every
substitute bond issued by reason of this bond being lost, stolen
or destroyed shall, with respect to this bond, constitute a
substitute contractual obligation of the City, acting for and on
behalf of the Redevelopment District of the City of South Bend,
whether or not this bond, being lost, stolen or destroyed shall be
found at any time and shall be entitled to all the benefits of the
Resolution, equally and proportionately with any and all other
bonds duly issued thereunder.
The Registrar or Paying Agent may at any time resign as
Registrar or Paying Agent by giving thirty (30) days' written
notice to the Commission and by first -class mail to the registered
owners of bonds then outstanding, and such resignation will take
effect at the end of such thirty (30) days or upon the earlier
appointment of a successor Registrar or Paying Agent, as the case
may be, by the Commission. Such notice to the Commission may be
served personally or be sent by registered mail. The Registrar or
the Paying Agent may be removed at any time as Registrar or Paying
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Agent by the Commission, in which event the Commission may appoint
a successor Registrar or Paying Agent, as the case may be. The
Commission shall cause the registered owner of this bond to be
notified, if then outstanding, by first -class mail, of the removal
of the Registrar or Paying Agent. Notices to registered owners of
bonds shall be deemed to be given when mailed by first -class mail
to the addresses of such registered owners as they appear in the
registration books kept by the Registrar.
If this bond or a portion thereof shall have become due
and payable in accordance with its terms or shall have been duly
called for redemption or irrevocable instructions to call this bond
or a portion thereof for redemption shall have been given, and the
whole amount of the principal of and premium, if any, and interest,
so due and payable upon all of this bond or a portion thereof then
outstanding shall be paid or (i) sufficient monies, or (ii) direct
obligations of, or obligations the principal of and interest on
which are unconditionally guaranteed by, the United States of
America, the principal of and the interest on which when due will
provide sufficient monies for such purpose, or (iii) time
certificates of deposit fully secured as to both principal and
interest by obligations of the kind described in (ii) above of a
bank or banks the principal of and interest on which when due will
provide sufficient monies for such purpose, shall be held in trust
for such purpose, and provision shall also have been made for
paying all fees and expenses in connection with the redemption,
then and in that case this bond or such portion thereof shall no
longer be deemed outstanding or an indebtedness of the
Redevelopment District of the City of South Bend.
The following abbreviations, when used in the inscription
of the face of this bond, shall be construed as though they were
written out in full according to applicable laws or regulations:
TEN. COM. as tenants in common
TEN. ENT. as tenants by the entireties
JT. TEN. as joint tenants with right of
survivorship and not as tenants
in common
UNIF. GIFT
MIN. ACT
_ Custodian _
(Cust.) (Minor)
under Uniform Gifts
(State)
to Minors Act of
Additional abbreviations may also be used although not
in the above list.
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Assignment
For value received, the undersigned hereby sells and transfers
unto
(Please print or typewrite name and address of transferee)
this bond and all rights hereunder
constitutes and appoints
attorney, to transfer this bond on
registration hereof with full power
premises.
Date:
Signature Guaranteed:
NOTICE: Signature(s) must be
guaranteed by a member firm of the
New York Stock Exchange or a
commercial bank or trust company.
and hereby irrevocably
the books kept for
of substitution in
the
the
(NOTICE: The signature above
must correspond with the name
of the Registered Owner as it
appears on the front of this
bond in every particular without
alteration or enlargement or any
change whatsoever.)
4. There are hereby created and established in the
Allocation Fund a Tax Increment Revenue Account (into which all Tax
Increment received shall be deposited and held in reserve for
payment of debt service on the Bonds pursuant to this Resolution
and IC 36- 7- 14 -39), a Bond Principal and Interest Account, a
Reserve Account and a General Account, each of which the
Controller, the Commission and the Department hereby covenant and
agree to cause to be kept and maintained. On January 15, 1991, and
each July 15th and January 15th thereafter, all monies in the Tax
Increment Revenue Account shall be set aside in the following
accounts within the Allocation Fund, in the following order of
priority:
(a) Bond Principal and Interest Account. There shall
be set aside within the Allocation Fund and deposited into the
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Bond Principal and Interest Account from the Tax Increment
Revenue Account, to the extent available, an amount of money
which, together with any money contained therein, is equal to
the aggregate amount of the principal and interest due during
that bond year with respect to the Bonds. For this purpose,
a "bond year" shall be deemed to be a year to and including
February 1. No deposit need be made into the Bond Principal
and Interest Account if the amount contained therein is at
least equal to the aggregate amount of principal and interest
due and payable with respect to the Bonds during the remainder
of that bond year. All money in the Bond Principal and
Interest Account shall be used and withdrawn solely for the
purpose of paying the interest on and the principal of the
Bonds as it shall become due and payable to the extent it is
required therefor (including accrued interest on any Bonds
purchased or redeemed prior to maturity).
(b) Reserve Account. There shall be set aside from the
Allocation Fund and deposited in the Reserve Account from the
Tax Increment Revenue Account an amount of money that shall
be required to maintain the Reserve Account in the full amount
of the Debt Service Reserve Requirement (as defined below).
No deposit need be made in the Reserve Account so long as
there shall be on deposit therein a sum equal to the least of
(i) the maximum annual debt service on the Bonds, or (ii) one
and one - quarter (1 -1/4) times the average annual debt service
on the Bonds, or (iii) ten percent (10 %) of the proceeds of
the Bonds, within the meaning of Section 148(d) of the
Internal Revenue Code of 1986, as amended (the "Code ") (the
"Debt Service Reserve Requirement ").
All money in the Reserve Account shall be used and withdrawn
by the City solely for the purpose of making deposits into the
Bond Principal and Interest Account, in the event of any
deficiency at any time in such account, or for the purpose of
paying the interest on or principal of or redemption premiums,
if any, on the Bonds in the event that no other money is
lawfully available therefor, except that so long as there is
no default hereunder any amount in the Reserve Account in
excess of the Debt Service Reserve Requirement shall be
withdrawn from the Reserve Account and deposited in the
General Account. Money in the Reserve Account shall also be
available to make the final payments of interest and principal
on the Bonds.
(c) General Account. The remaining amounts in the Tax
Increment Revenue Account shall be deposited into the General
Account of the Allocation Fund and be available only to do one
(1) or more of the following:
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(1) pay the principal of and interest on any
obligations (including the Bonds) payable solely from
allocated tax proceeds which are incurred by the
Redevelopment District for the purpose of financing or
refinancing the redevelopment of the Allocation Area;
(2 ) establish, augment, or restore the debt service
reserve for bonds (including the Bonds) payable solely
or in part from allocated tax proceeds in the Allocation
Area;
(3) pay the principal of and interest on bonds
payable from allocated tax proceeds in the Allocation
Area and from the special tax levied under Section 27 of
the Act;
(4) pay the principal of and interest on bonds
issued by the City to pay for local public improvements
in or serving the Allocation Area;
(5) pay premiums on the redemption before maturity
of bonds payable solely or in part from allocated tax
proceeds in the Allocation Area;
(6) make payments on leases payable from allocated
tax proceeds in the Allocation Area under Section 25.2
of the Act;
(7) reimburse the City for expenditures made by the
City for local public improvements (which include
buildings, parking facilities, and other items described
in Section 25.1(a) of the Act) within or serving the
Allocation Area;
(8) reimburse the City for rentals paid by the City
for a building or parking facility within or serving the
Allocation Area under any lease entered into under
IC 36 -1 -10;
(9) pay all or a portion of a property tax
replacement credit to taxpayers in the Allocation Area
as determined by the Commission pursuant to Section 39
of the Act; or
(10) pay expenses incurred by the Commission for
local public improvements that are in the Allocation Area
IL or serving the Allocation Area. Public improvements
include buildings, parking facilities, and other items
described in Section 25.1(a) of the Act;
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provided however, that if further uses of property tax
proceeds allocated to the Allocation Fund are authorized or
permitted by amendment to the Act, including Section 39 of the
Act, those uses shall also be authorized or permitted for
property tax proceeds allocated to the Allocation Fund.
(d) When the money in the Allocation Fund is sufficient
to pay when due all principal and interest payments for that
year on bonds (including the Bonds) described in
subsection (c), and is not needed for that year for the other
purposes described in subsection (c) (including without
limitation the maintaining of property taxes collected in a
given year in the Allocation Fund as a reserve to pay
principal and interest on the Bonds payable in the year
following such year of collection in the manner and at the
times specified herein), money in the Allocation Fund in
excess of that amount (the "Excess Funds ") shall be paid to
the Controller who shall, during the time a part of the
Allocation Area is located in an enterprise zone created under
IC 4- 4 -6.1, deposit such Excess Funds in a special fund
created for the enterprise zone and used as required by law;
provided, however, to the extent portions of the Allocation
Area are not within the enterprise zone, the Excess Funds
deposited into the special fund shall be reduced on a pro rata
basis based on the percentage of the enterprise zone contained
in the Allocation Area as provided in Section 39(g) of the
Act. When no part of the Allocation Area is located in an
enterprise zone then the Excess Funds shall be deposited as
provided in subsection (e).
(e) Except as provided in subsection (d) , before July 15
of each year, the Commission shall (1) determine the amount,
if any, of Excess Funds in the following year; and (2) notify
the Auditor of St. Joseph County of the amount, if any, of the
Excess Funds that the Commission has determined may be paid
to the respective taxing units entitled thereto, provided that
the Commission may not authorize a payment to the respective
taxing units under this subsection if to do so would endanger
the interests of the holders of the bonds (including the
Bonds) described in subsection (c) of this Section 4.
The Tax Increment, other than the Excess Funds, shall be
irrevocably pledged for the purpose set forth in this
Section 4.
All money in each of the accounts in the Allocation Fund
shall be held in trust for the benefit of the holders of the
Bonds and shall be applied, used and withdrawn only for the
purposes authorized in this Section 4. The proceeds of the
Allocation Fund shall be deposited with a legally qualified
depository or depositories for funds of the City as now
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provided by law and shall be segregated and kept separate and
apart from all other funds of the City and may be invested as
permitted by law. Interest earned in each account or fund
established under this Resolution shall be credited thereto,
except that the amount of funds in the Reserve Account shall
not exceed the Debt Service Reserve Requirement, and any such
excess shall be deposited into the General Account.
5. The Redevelopment District reserves the right to
authorize and issue additional bonds ( "Parity Bonds ") , payable out
of the Tax Increment, ranking on a parity with the Bonds authorized
by this Resolution and payable ratably from the Tax Increment for
the purpose of raising money for future property acquisition or
redevelopment in the Allocation Area. In the event any Parity
Bonds are issued pursuant to this Paragraph No. 5, the term "Bonds"
in this Resolution shall, unless the context otherwise requires,
be deemed to refer to the bonds authorized to be issued by this
Resolution and such Parity Bonds. The authorization and issuance
of Parity Bonds shall be subject to the following conditions
precedent:
(a) All interest and principal payments with respect to
all bonds payable from the Tax Increment shall be current
to date with no payment in arrears.
(b) The balance in the Reserve Account shall equal the
Debt Service Reserve Requirement.
(c) The Commission shall have received a certificate
prepared by an independent certified public accountant
or an independent financial consultant ( "Certifier ")
certifying that the Tax Increment estimated to be
received in each succeeding year, adjusted as provided
below, is estimated to be equal to at least 125% of the
principal and interest requirements for each respective
year during the term of the bonds with respect to the
Bonds and the Parity Bonds. In estimating the Tax
Increment to be received in any future year, the
Certifier shall base his calculation on assessed
valuation actually assessed or to be assessed as of the
assessment date immediately preceding the issuance of the
Parity Bonds; provided, however, the Certifier shall
adjust such assessed values for the current and future
reductions of real property tax abatements granted to
property owners in the Allocation Area. No increase in
the Tax Increment to be received in any future year shall
be assumed which results from projected inflation in
property values.
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The Commission shall approve and confirm the findings and estimates
set forth in the above - described certificate in any supplemental
resolution authorizing the issuance of the Parity Bonds.
Except as otherwise provided in this Section, so long as
any of the Bonds are outstanding, no additional bonds or other
obligations pledging any portion of the Tax Increment shall be
authorized, executed or issued by the City acting for and on behalf
of the Redevelopment District except such as shall be made
subordinate and junior in all respects to the Bonds, unless all of
the Bonds are redeemed and retired coincidentally with the delivery
of such additional bonds or other obligations, or, as provided in
Section 15 hereof, funds sufficient to effect such redemption are
available and set aside for that purpose at the time of issuance
of such additional bonds.
6. Proceeds received from the sale of the Bonds shall
be deposited as follows:
(a) all accrued interest received at the time of the
delivery of the Bonds and an additional amount equal to
the interest coming due on the Bonds on February 1, 1991,
August 1, 1991, and February 1, 1992, shall be placed in
the Bond Principal and Interest Account;
(b) an amount equal to the Debt Service Reserve
Requirement shall be placed in the Reserve Account; and
(c) the remaining proceeds from the sale of the Bonds
shall be deposited in a special fund to be designated as
the "City of South Bend Redevelopment District (Airport
Economic Development Area Allocation Area No. 1) 1990
Capital Fund" (the "Capital Fund ").
7. Proceeds of the Capital Fund shall be deposited with
a legally qualified depository or depositories for funds of the
City as now provided by law and shall be segregated and kept
separate and apart from all other funds of the City and may be
invested as permitted by law. The proceeds in the Capital Fund
shall be expended only for the purpose of paying the cost of
property acquisition and redevelopment in the Allocation Area
together with a sum sufficient to pay the estimated cost of all
expenses reasonably incurred in connection with the acquisition and
redevelopment of the Allocation Area, including the total cost of
all land, rights -of -way and other property to be acquired and
redeveloped, all reasonable and necessary architectural,
engineering, legal, financing, accounting, advertising, bond
discount and supervisory expenses, and expenses the Commission may
be required or permitted to pay as "relocation assistance" under
IC 8 -23 -7, together with the expenses in connection with or on
account of the issuance of the Bonds. Any balance or balances
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remaining in the Capital Fund after the completion of property
acquisition and redevelopment in the Allocation Area which are not
required to meet unpaid obligations incurred in connection with
the property acquisition and redevelopment in the Allocation Area
and issuance of the Bonds, shall be deposited into the Bond
Principal and Interest Account and used solely for the purposes of
that account.
8. As soon as can be done after the adoption of this
Resolution, the President and the Secretary of the Commission are
hereby directed to deliver on behalf of the Commission a certified
copy of this Resolution to the Controller.
9. The Bonds shall be sold by private negotiated sale,
as provided by IC 36- 7- 14- 25.1(8), to Raffensperger Hughes & Co.,
Inc. (the "Purchaser ") , at a price of not less than 99% of par plus
accrued interest to the date of delivery of the Bonds in accordance
with the Purchase Agreement. The President of the Commission is
hereby authorized to execute and deliver the Purchase Agreement
substantially in the form attached hereto as Appendix A, together
with such changes and modifications as may be approved by the
President (with execution by the President to be conclusive
evidence of such approval), based upon the recommendation of the
financial advisor to the Commission with respect to the interest
rates on the Bonds, mandatory redemption dates and amounts and
other matters contained therein. The President is further
authorized to carry out, on behalf of the City and the Commission,
the terms and conditions set forth in the Purchase Agreement,
consistent with the provisions of this Resolution.
10. The Controller is hereby authorized and directed to
obtain a legal opinion as to the validity of the Bonds from Baker &
Daniels, bond counsel, of South Bend, Indiana, and to furnish such
opinion to the purchaser of the Bonds. The cost of said opinion
shall be considered as part of the costs incidental to these
proceedings and shall be paid out of the proceeds of the Bonds.
11. Any Bonds issued under this Resolution may be
initially issued in temporary form exchangeable for definitive
Bonds. The temporary Bonds may be printed, lithographed or
typewritten, shall be of such denominations as may be determined
by the Commission, shall be in fully registered form and may
contain such reference to any of the provisions of this Resolution
as may be appropriate. Every temporary Bond shall be executed,
sealed and attested by the Mayor and Controller in substantially
the same manner as provided in Section 1 hereof. If temporary
Bonds are issued, definitive Bonds will be executed and furnished
without delay and thereupon the temporary Bonds may be surrendered
for cancellation at the principal office of the Registrar and the
Registrar shall deliver in exchange for such temporary Bonds an
equal aggregate principal amount of definitive Bonds of the same
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interest rates and maturities. Until so exchanged, the temporary
Bonds shall be entitled to the same benefits under this Resolution
as definitive Bonds issued hereunder.
12. The Mayor is hereby authorized to execute the Bonds
with his manual or facsimile signature and the Controller is hereby
authorized and directed to have the definitive Bonds prepared,
attest the Bonds with his manual or facsimile signature, and cause
the seal of the City to be impressed or a facsimile thereof to be
printed on the Bonds, all in the form and manner herein provided.
In case any officer whose signature appears on the Bonds shall
cease to hold that office before the delivery of the Bonds, the
signature shall nevertheless be valid and sufficient for all
purposes, the same as if such officer had remained in office until
the delivery of the Bonds. After the Bonds have been properly
executed, the Controller shall certify the amount the purchaser is
to pay, together with the name and address of the purchaser, and
upon receipt of the amount of payment certified, deliver the Bonds
to the purchaser. The Controller shall take a receipt for the
Bonds delivered to the purchaser, pay the purchaser's payment into
the respective funds described above, and report the proceedings
to the Commission and the Common Council of the City.
13. In order to preserve the exclusion from gross income
of interest on the Bonds under federal law and as an inducement to
the purchasers of the Bonds, the Commission on behalf of the
Redevelopment District represents, covenants and agrees that:
(a) No person or entity or any combination thereof,
other than the Redevelopment District or the City, will use
proceeds of the Bonds or property financed by said proceeds
other than as a member of the general public. No person or
entity or any combination thereof, other than the
Redevelopment District, will own property financed by Bond
proceeds or will have actual or beneficial use of such
property pursuant to a lease, a management or incentive
payment contract, an arrangement such as a take -or -pay or
other type of output contract or any other type of arrangement
that differentiates that person's or entity's use of such
property from the use by the public at large of such property;
(b) No Bond proceeds will be loaned to any entity or
person. No Bond proceeds will be transferred directly, or
indirectly transferred or deemed transferred to a person other
than a governmental unit in a fashion that would in substance
constitute a loan of said Bond proceeds;
(c) The Redevelopment District will not take any action
or fail to take any action with respect to the Bonds that
would result in the loss of the exclusion from gross income
for federal tax purposes of interest on the Bonds pursuant to
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Section 103(a) of the Code, as in effect on the date of
delivery of the Bonds, nor will the Commission act in any
manner which would adversely affect such exclusion. The
Commission 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 applicable thereto as in
effect on the date of delivery of the Bonds. The Commission
shall comply with the arbitrage rebate requirements under
Section 148 of the Code to the extent applicable; and
(d) All officers, members, employees and agents of the
Commission, the Department and the City are authorized and
directed to provide certifications of facts and estimates that
are material to the reasonable expectations of the Commission
as of the date the Bonds are issued and to enter into
covenants on behalf of the Commission evidencing the
Commission's commitments made herein. In particular, all or
any officers, members, employees and agents of the Commission,
the Department and the City are authorized to certify and /or
enter into covenants for the Redevelopment District regarding
the facts and circumstances and reasonable expectations of the
Commission on the date the Bonds are issued and the
commitments made by the Commission herein regarding the amount
and use of the proceeds of the Bonds.
14. Notwithstanding any other provisions of this
Resolution, the covenants and authorizations contained in this
Resolution (the "Tax Sections ") which are designed to preserve the
exclusion of interest on the Bonds from gross income under federal
law (the "Tax Exemption ") need not be complied with if the
Redevelopment District receives an opinion of bond counsel that any
Tax Section is unnecessary to preserve the Tax Exemption.
15. If, when the Bonds or a portion thereof shall have
become due and payable in accordance with their terms or shall have
been duly called for redemption or irrevocable instructions to call
the Bonds or a portion thereof for redemption shall have been
given, and the whole amount of the principal of and interest so due
and payable upon all of the Bonds or a portion thereof then
outstanding shall be paid or (i) sufficient monies, or (ii) direct
obligations of, or obligations the principal of and interest on
which are unconditionally guaranteed by, the United States of
America, the principal of and the interest on which when due will
provide sufficient monies for such purpose, or (iii) time
certificates of deposit fully secured as to both principal and
interest by obligations of the kind described in (ii) above of a
bank or banks the principal of and interest on which when due will
provide sufficient monies for such purpose, shall be held in trust
for such purpose, and provision shall also have been made for
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paying all fees and expenses in connection with the redemption,
then and in that case the Bonds or such portion thereof issued
hereunder shall no longer be deemed outstanding or an indebtedness
of the Redevelopment District.
16. If any section, paragraph or provision of this
Resolution shall be held to be invalid or unenforceable for any
reason, the invalidity or unenforceability of such section,
paragraph or provision shall not affect any of the remaining
provisions of this Resolution.
17. All resolutions and orders, or parts thereof, in
conflict with the provisions of this Resolution are, to the extent
of such conflict, hereby repealed, and this Resolution shall be in
immediate effect from and after its adoption.
18. If the date for making any payment or the last date
for performance of any act or the exercising of any right, as
provided in this Resolution, shall be a legal holiday or a day on
which banking institutions in the City or the city in which the
Paying Agent is located are typically closed, such payment may be
made or act performed or right exercised on the next succeeding day
not a legal holiday or a day on which such banking institutions are
typically closed, with the same force and effect as if done on the
nominal date provided in this Resolution, and no interest shall
accrue for the period after such nominal date.
19. The Commission may, from time to time and at any
time, without the consent of, or notice to, any of the owners of
the Bonds, adopt resolutions supplemental hereto (which
supplemental resolutions shall thereafter form a part hereof) for
any one or more of the following purposes:
(a) To cure any ambiguity or formal defect or omission
in this Resolution or in any supplemental resolution;
(b) To grant to or confer upon the owners of the Bonds
any additional benefits, rights, remedies, powers, authority
or security that may lawfully be granted to or conferred upon
the owners of the Bonds, or to make any change which, in the
judgment of the Commission, is not to the prejudice of the
owners of the Bonds;
(c) To modify, amend or supplement this Resolution to
permit the qualification of the Bonds for sale under the
securities laws of the United States of America or of any of
the states of the United States of America or to obtain or
maintain bond insurance with respect to payments of principal
of and interest on the Bonds;
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(d) To provide for the refunding or advance refunding
of the Bonds;
(e) To procure a rating on the Bonds from a nationally
co recognized securities rating agency designated in such
supplemental resolution, if such supplemental resolution will
not adversely affect the owners of the Bonds; or
(f) Any other purpose which in the judgment of the
Commission does not adversely impact the interests of the
owners of the Bonds.
20. This Resolution and the rights and obligations of
the Commission and the owners of the Bonds may be modified or
amended at any time by supplemental resolutions adopted by the
Commission with the consent of the owners of the Bonds holding at
least sixty percent (60 %) in aggregate principal amount of the
outstanding Bonds (exclusive of Bonds, if any, owned by the
Commission or the City); provided, however, that no such
modification or amendment shall, without the express consent of the
owners of the Bonds affected, reduce the principal amount of any
Bond, reduce the interest rate or premium payable thereon, advance
the earliest redemption date, extend its maturity or the times for
paying interest thereon, permit a privilege or priority of any Bond
or Bonds over any other Bond or Bonds, create a lien securing any
Bonds other than a lien ratably securing all of the Bonds
outstanding, or change the monetary medium in which principal and
interest are payable, nor shall any such modification or amendment
reduce the percentage of consent required for amendment or
modification.
Any act done pursuant to a modification or amendment so
consented to shall be binding upon all the owners of the Bonds and
shall not be deemed an infringement of any of the provisions of
this Resolution or of the Act, and may be done and performed as
fully and freely as if expressly permitted by the terms of this
Resolution, and after such consent relating to such specified
matters has been given, no owner shall have any right or interest
to object to such action or in any manner to question the propriety
thereof or to enjoin or restrain the Commission or any officer
thereof from taking any action pursuant thereto.
If the Commission shall desire to obtain any such
consent, it shall cause the Registrar to mail a notice, postage
prepaid, to the respective owners of the Bonds at their addresses
appearing on the registration books held by the Registrar. Such
notice shall briefly set forth the nature of the proposed
supplemental resolution and shall state that a copy thereof is on
file at the office of the Registrar for inspection by all owners
of the Bonds. The Registrar shall not, however, be subject to any
liability to any owners of the Bonds by reason of its failure to
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mail the notice described in this Paragraph No. 20, and any such
failure shall not affect the validity of such supplemental
resolution when consented to and approved as provided in this
Paragraph No. 20.
Whenever at any time within one year after the date of
the mailing of such notice, the Commission shall receive an
instrument or instruments purporting to be executed by the owners
of the Bonds of not less than sixty percent (60 %) in aggregate
principal amount of the Bonds then outstanding (exclusive of Bonds,
if any, owned by the Commission or the City), which instrument or
instruments shall refer to the proposed supplemental resolution
described in such notice, and shall specifically consent to and
approve the adoption thereof in substantially the form of the copy
thereof referred to in such notice as on file with the Registrar,
thereupon, but not otherwise, the Commission may adopt such
supplemental resolution in substantially such form, without
liability or responsibility to any owners of the Bonds, whether or
not such owner shall have consented thereto.
Upon the adoption of any supplemental resolution pursuant
to the provisions of this Paragraph No. 20, this Resolution shall
be, and be deemed to be, modified and amended in accordance
therewith, and the respective rights, duties and obligations under
this Resolution shall thereafter be determined, exercised and
enforced hereunder, subject in all respects to such modifications
and amendments.
21. The appropriate officers are hereby authorized to
take all actions required to obtain a rating for the Bonds, if
economically feasible and desirable, and to enter into a guaranty
agreement with a corporate guarantor for the purpose of further
securing the payment of the principal of and interest on the Bonds.
ADOPTED AND APPROVED at a meeting of the City of South
Bend Redevelopment Commission held on the 31st day of August, 1990,
at the office of the Commission, 1200 County -City Building,
227 West Jefferson Boulevard, South Bend, Indiana.
CITY OF SOUTH BEND REDEVELOPMENT
COMMISSION
By:
F. Nim z, Pre dent
Redev nt Commission
Roman Piasecki, Secretary
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PURCHASE AGREEMENT
THIS PURCHASE AGREEMENT has been made and entered into
as of the day of September, 1990, by and between
Raffensperger, Hughes & Co., Inc., Indianapolis, Indiana (the
"Purchaser "), having its principal place of business in the City
of Indianapolis, Indiana, and the City of South Bend Redevelopment
Commission (the "Commission ").
R E C I T A L S
1. The Commission has duly authorized the issuance of
Nine Hundred Fifty Thousand Dollars ($950,000) of its tax increment
revenue bonds (the "Bonds ") payable solely from the source
indicated in the Final Bond Resolution adopted by the Commission
on August 31, 1990 (the "Final Bond Resolution ") in order to
provide funds for payment of the cost of property acquisition and
redevelopment in the Airport Economic Development Area, Allocation
Area No. 1.
2. The Purchaser desires to purchase and the Commission
desires to sell the Bonds in accordance with this Purchase
Agreement.
A G R E E M E N T
In consideration of the premises and the mutual covenants
contained herein, the Commission and the Purchaser agree as
follows:
1. The Purchaser shall purchase the Bonds and the
Commission shall sell to the Purchaser the Bonds no later than the
day of September, 1990, at a price of
($ ) and
Purchaser's obligation to purchase said Bonds shall expire if said
Bonds are for any reason not available for delivery to the
Purchaser by said date unless otherwise agreed to by the Purchaser.
The Bonds shall mature on August 1, 1996 and bear interest at a
rate of Interest on the Bonds shall be calculated on the
basis of twelve (12) thirty -day months for a 360 -day year.
2. The Bonds are subject to mandatory redemption through
operation of the sinking fund created in and at the price provided
for in the Final Bond Resolution on the dates and in the principal
amounts as follows:
3. The terms of the Bonds are more fully set forth in
the Final Bond Resolution, a copy of which is attached hereto, and
such terms are incorporated herein by reference.
4. Simultaneously with the delivery to the Purchaser
of the Bonds, which Bonds shall be substantially in the form set
forth in the Final Bond Resolution, the Commission shall furnish
to the Purchaser a transcript of proceedings and an opinion of bond
counsel satisfactory to the Purchaser. The Commission shall bear
the cost of such bond counsel's opinion.
5. The Commission shall comply with the rebate
requirement of Section 148(f) of the Internal Revenue Code of 1986,
as amended, to the extent applicable.
6. If any provision of this Purchase Agreement shall
for any reason be held to be invalid or unenforceable, the
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invalidity or unenforceability of such provision shall not affect
any of the remaining provisions of this Purchase Agreement and this
Purchase Agreement shall be construed and be in force as if such
invalid or unenforceable provisions had not been contained herein.
7. This Purchase Agreement may be executed in one or
more counterparts, any of which shall be regarded for all purposes
as an original and all of which constitute but one and the same
instrument. The Purchaser and the Commission each shall execute
any and all documents or other instruments, and take such other
actions as may be necessary to give effect to the terms of this
Purchase Agreement.
8. No waiver by either the Purchaser or the Commission
of any term or condition of this Purchase Agreement shall be deemed
or be construed as a waiver of any other terms or conditions, nor
shall a waiver of any breach be deemed to constitute a waiver of
any subsequent breach, whether of the same or of a different
section, subsection, paragraph, clause, phrase or other provision
of this Purchase Agreement.
9. This Purchase Agreement merges and supersedes all
prior negotiations, representations, and agreements between the
Purchaser and the Commission relating to the subject matter hereof
and constitutes the entire agreement between the Purchaser and the
Commission in respect hereof; provided, however, that the Final
Bond Resolution shall be deemed to be controlling to the extent of
any conflict between the Final Bond Resolution and the terms hereof
(other than the interest rate and maturity date of the Bonds as set
forth above).
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The Commission and the Purchaser have caused this
Purchase Agreement to be entered into as of the date first above
written.
RAFFENSPERGER, HUGHES AND CO., INC.
J-1Z
CITY OF SOUTH BEND REDEVELOPMENT
COMMISSION
By:
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