HomeMy WebLinkAboutNo. 0925 authorizing the issuance/sale of special taxing district bonds of the SB redevelopment district for purpose of raising money for property acquisition and redevelopment in the Studebaker Corridor Dev Areai'
RESOLUTION NO. 925
J A FINAL BOND RESOLUTION OF THE SOUTH BEND
REDEVELOPMENT COMMISSION AUTHORIZING THE ISSUANCE AND SALE
OF SPECIAL TAXING DISTRICT BONDS OF THE SOUTH BEND
REDEVELOPMENT DISTRICT FOR THE PURPOSE OF
RAISING MONEY FOR PROPERTY ACQUISITION AND
REDEVELOPMENT IN THE STUDEBAKER CORRIDOR DEVELOPEMT AREA
WHEREAS, the South Bend Redevelopment Commission (the
"Commission ") is the governing body of the South Bend, Indiana
Department of Redevelopment (the "Department "), and exists and
operates under the provisions of Indiana Code 36 -7 -14, as amended
from time to time (the "Act "); and
WHEREAS, the Commission, in accordance with the Act, has
previously adopted its Resolution No. 762 (the "Declaratory
Resolution ") on January 10, 1986, declaring that an area more
particularly described on the map attached hereto and
incorporated herein as Exhibit "A" designated by the Commission
as the Studebaker Corridor Development Area (the "Area ") in the
South Bend Redevelopment Special Taxing District (the "District ")
which is a special taxing district having the same boundaries as
the City of South Bend, Indiana (the "City "), is blighted within
the meaning of the Act, establishing the Area as an Allocation
Area for purposes of tax increment financing as authorized by
IC 36- 7- 14 -39, and determining that it would be of public utility
and benefit to acquire such area and redevelop it pursuant to the
Studebaker Corridor Development Plan (the "Development Plan ");
and
WHEREAS, the South Bend Common Council (the "Common
Council ") at its regular meeting on January 27, 1986, adopted its
Resolution No. 1398 -86 approving the order of the Plan Commission
with regard to the Area which was adopted by said Plan Commission
in its Resolution No. 87 on January 21, 1986; and
WHEREAS, on February 14, 1986, after notice and a public
hearing thereon, the Commission in its Resolution No. 764
confirmed the Declaratory Resolution; and
WHEREAS, said Declaratory Resolution was subsequently, after
approval of the Plan Commission and the Common Council, as
described herein, amended by Resolution No. 801 adopted on
April 24, 1987, and by Resolution No. 809 adopted on August 28,
1987, with said amending Declaratory Resolutions being confirmed,
after notice and a public hearing, by Resolution No. 804 adopted
on June 26, 1987, and Resolution No. 816 adopted on October 23,
1987, respectively; and
WHEREAS, the aforementioned Resolutions were adopted by the
Commission after the Plan Commission adopted Resolution No. 93 on
May 19, 1987, and Resolution No. 94 on September 15, 1987,
respectively; and
WHEREAS, the aforementioned Resolutions were adopted by the
Commission after the Common Council adopted its Resolution
No. 1511 -87 on May 26, 1987, and Resolution No. 1536 -87 on
September 28, 1987; respectively; and
WHEREAS, the Act authorizes the issuance of bonds of the
District payable from a special tax to be levied upon all of the
taxable property in the District; and
WHEREAS, a petition has been filed under the provisions of
IC 6- 1.1 -20 -3 by more than fifty (50) owners of real property
subject to taxation in the District to authorize and issue bonds
of the District payable from a special tax to be levied upon all
of the taxable property in the District in one or more series or
issues, in an aggregate principal amount not to exceed Four
Million Nine Hundred Thousand Dollars ($4,900,000), for the
purpose of procuring funds to pay for the cost of property
acquisition and redevelopment in the 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 expenses the Commission may be required
to pay as "relocation assistance" under IC 8 -13 -18.5, together
with the expenses in connection with or on account of the
issuance of bonds therefor, all in and with respect to the Area;
and
WHEREAS, on December 27, 1989, the Commission adopted a
Preliminary Bond Resolution (Resolution No. 903) authorizing the
issuance and sale of the negotiable bonds of the District, in one
or more series or issues, the principal of and interest on which
are payable from a special tax to be levied upon all of the
taxable property of the District and deposited in the
Redevelopment District Bond Fund, which bonds shall be issued in
the name of the City, for and on behalf of the District, in an
aggregate principal amount not to exceed Four Million Nine
Hundred Thousand Dollars ($4,900,000), and which amount does not
exceed the cost of property acquisition and redevelopment in the
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 necessary architectural, engineering, legal,
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financing, accounting, advertising, bond discount and supervisory
expenses, capitalized interest and expenses the Commission may be
required or permitted to pay as "relocation assistance" under
IC 8 -13 -18.5, together with the expenses in connection with or on
account of the issuance of bonds therefor.
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND
REDEVELOPMENT COMMISSION THAT:
SECTION 1. For the purpose of procuring funds to pay for
the cost of property acquisition and redevelopment in the 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
expenses the Commission may be required or permitted to pay as
"relocation assistance" under IC 8 -13 -18.5, together with the
expenses in connection with or on account of the issuance of
bonds therefor, all in and with respect to the Area that has been
found and declared to be blighted by the Commission pursuant to
the Declaratory Resolution of the Commission, and which Area was
the subject of a petition requesting the issuance of bonds by the
Commission to procure funds for the above - described activities,
filed with the Commission, and which petition the Commission has
found to be sufficient and in compliance with IC 6- 1.1 -20 -3, the
City acting for and on behalf of the District, shall make a loan
in the amount of Four Million Nine Hundred Thousand Dollars
($4,900,000).
In order to procure the 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 District, the
principal of and interest on which are payable solely from a
special tax to be levied upon all of the taxable property in the
District and deposited in the Redevelopment District Bond Fund,
which bonds shall be issued in the name of the City, for and on
behalf of the District, and which shall be designated "City of
South Bend Redevelopment District Bonds of 1990," in an aggregate
principal amount of Four Million Nine Hundred Thousand Dollars
($4,900,000) (the "Bonds "), and which amount (together with
investment earnings thereon in the approximate amount of
$300,000) does not exceed the cost of property acquisition and
redevelopment in the 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,
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accounting, advertising, bond discount and supervisory expenses,
capitalized interest and expenses the Commission may be required
or permitted to pay as "relocation assistance" under IC 8-13 -
18.5, together with the expenses in connection with or on account
of the issuance of bonds therefor.
The Bonds shall not constitute a corporate obligation or
indebtedness of the City but shall constitute an obligation and
an indebtedness of the District, as a special taxing district.
The Bonds, together with interest thereon, shall be payable only
out of a special tax to be levied upon all of the taxable
property in the District and deposited in the Redevelopment
District Bond Fund.
The Bonds shall
denomination of Five
multiples thereof, n,
of Bonds maturing in
from 90R -1 upwards.
serially on February
be issued in fully registered form in the
Thousand Dollars ($5,000), or integral
Dt exceeding the aggregate principal amount
any year and shall be numbered consecutively
The Bonds shall mature and be payable
1 in the years and amounts as follows:
Year
Principal Amount
Year
Principal Amount
1993
$100,000
2000
$420,000
1994
100,000
2001
450,000
1995
100,000
2002
480,000
1996
100,000
2003
520,000
1997
100,000
2004
550,000
1998
365,000
2005
590,000
1999
390,000
2006
635,000
The Bonds shall bear interest at a rate or rates not
exceeding nine percent (9%) per annum, the exact rate or rates to
be determined by bidding. 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 principal of and premium, if any, on the Bonds shall be
payable at the principal office of First Interstate Bank of
Northern Indiana, N.A., in the City of South Bend, which is
hereby appointed as the paying agent (First Interstate Bank of
Northern Indiana, N.A., 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
owner of the Bonds at the address as it appears on the Bond
Register (as defined below) 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
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registered owner. All payments on the Bonds shall be made in
lawful money of the United States of America. The President of
the Commission 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 of the
District.
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 be paid 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 (as such term is defined below) 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
following the fifteenth day of any calendar month immediately
preceding an interest payment date to such interest payment date.
The City, the Commission, and 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 City
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and 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
being lost, stolen or destroyed shall, with respect to such Bond,
constitute a substitute contractual obligation of the 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.
First Interstate Bank of Northern Indiana, N.A., in the City
of South Bend, Indiana, is hereby appointed as Registrar (First
Interstate Bank of Northern Indiana, N.A., 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 President of the Commission 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 of the District.
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 cause each registered
owner of Bonds then outstanding to be notified 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.
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The Bonds shall be executed in
manual or facsimile signature of the
attested by the manual or facsimile
who shall cause the official seal of
a facsimile thereof to be printed or
of the Bonds. Subject to the provis
the Bonds shall be negotiable under
Indiana.
the name of the City, by the
Mayor of the City, and
signature of the Controller,
the City to be impressed or
otherwise reproduced on each
ions hereof for registration,
the laws of the State of
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.
SECTION 2. The Bonds maturing on February 1, 2001, and
thereafter, are redeemable prior to maturity on February 1, 2000,
or any date thereafter, at the option of the Commission in whole
or in part in the amount of Five Thousand Dollars ($5,000), or
integral multiples thereof, in inverse order of maturity and by
lot (in such manner as the Registrar shall determine) within a
maturity. Bonds so redeemed shall be redeemed on such redemption
date at a price of 100% of the principal amount of the Bonds to
be redeemed plus accrued interest to the redemption date on the
principal amount to be redeemed, and without premium.
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 by mailing a copy of an
official redemption notice by registered or certified mail at
least 30 days and not more than 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.
All official notices of redemption shall be dated and shall
state:
(1) the redemption date,
(2) the redemption price,
Lj (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,
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(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 and premium, if any, on 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
(48� 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.
SECTION 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
BOND OF 1990
Interest Maturity Original Authentication
Rate Date Date Date CUSIP
Registered Owner:
Principal Sum:
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The City of South Bend, in St. Joseph County, State of
Indiana (the "City "), for and on behalf of the South Bend
Redevelopment District (a special taxing district having the same
boundaries as the City) (the "District "), for value received,
hereby acknowledges itself indebted and promises to pay to the
registered owner stated above, or registered assigns, but solely
from a special tax to be levied upon all of the taxable property
of the District and deposited in the Redevelopment District Bond
Fund, the principal sum stated above, on the maturity dated
stated above, and to pay interest on said principal sum to the
registered owner of this bond until the District's 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 immediately preceding the date of the
authentication of this bond, unless this bond is authenticated on
or before 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 shall be payable February 1, 1991, and semiannually
thereafter on August 1 and February 1 of each year. 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 First Interstate Bank of
Northern Indiana, N.A., in the City of South Bend, 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 First Interstate Bank of
Northern Indiana, N.A., in the City of South Bend, 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 is one of an authorized issue of bonds of the
District in the aggregate principal amount of Four Million Nine
Hundred Thousand Dollars ($4,900,000), numbered consecutively
from 90R -1 upwards, issued pursuant to the Final Bond Resolution
(Resolution No. ) (the "Resolution ") adopted by the South
Bend Redevelopment Commission (the "Commission ") on April 6,
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 the Studebaker Corridor Development Area
(the "Area "), together with a sum sufficient to pay the estimated
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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 intertest and
expenses the Commission may be required or permitted to pay as
"relocation assistance" under IC 8 -13 -18.5, together with the
expenses in connection with or on account of the issuance of
bonds therefor, all in and with respect to the Area. 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 such Resolution
to which the holder hereof by the acceptance of this bond
assents.
This bond, together with interest hereon, does not
constitute a corporate obligation or indebtedness of the City of
South Bend, but the same is an obligation and an indebtedness of
the District, as a special taxing district. This bond, together
with interest hereon, shall be payable only out of a special tax
to be levied upon all of the taxable property within the
District, as provided in IC 36 -7 -14. The City, acting through
the Commission, its Department of Redevelopment and its Common
Council, covenants that it will cause a special tax for the
payment of the principal of and interest on the bonds to be
levied, collected and applied for that purpose. Subject to the
provisions of the Resolution 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 total indebtedness of the South Bend Redevelopment
District, including the bonds of this issue, does not exceed any
constitutional or statutory limitation of indebtedness.
This bond shall not be valid or become obligatory for any
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.
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IN WITNESS WHEREOF, the 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 South Bend
Redevelopment District, 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
official corporate seal of said City to be impressed or a
facsimile thereof to be printed or otherwise reproduced hereon.
CITY OF SOUTH BEND, INDIANA
By: (Facsimile)
Mayor of the City of
South Bend, Indiana
(Seal)
ATTEST:
(Facsimile)
Controller of the City of
South Bend, Indiana
Registrar's Certificate of Authentication
This bond is one of the Bonds described in the within
mentioned Resolution.
FIRST INTERSTATE BANK OF
NORTHERN INDIANA, as
Registrar
By:
Authorized Representative
(Reverse of Bond)
Bonds of this issue maturing on February 1, 2001, and
thereafter, are redeemable prior to maturity on February 1, 2000,
or any date thereafter, at the option of the Commission in whole
or in part in the amount of Five Thousand Dollars ($5,000), or
integral multiples thereof, in inverse order of maturity and by
lot (in such manner as the Registrar shall determine) within a
maturity. Bonds so redeemed shall be redeemed on such redemption
date at a price of 100% of the principal amount of the Bond to be
redeemed plus accrued interest to the redemption date on the
principal amount to be redeemed, and without premium.
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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 by mailing a copy of an
official redemption notice by registered or certified mail at
least 30 days and not more than 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.
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 make any transfer or exchange of this
bond if it has been called for redemption or during the period
following the fifteenth day of any calendar month immediately
preceding an interest payment date to such interest payment date.
The City, the Commission and the Registrar 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.
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
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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.
The bonds maturing in any one year are issuable only in
fully registered form in the denomination of Five Thousand
Dollars ($5,000) 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 District, 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 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, if then outstanding, to be
notified by first -class mail of the removal of the Registrar or
Paying Agent. Notices to registered owners of bonds shall be
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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 hereof 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
hereof then outstanding shall be paid or (i) sufficient moneys,
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 moneys 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 moneys 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 District.
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 and hereby irrevocably
constitutes and appoints ,
attorney, to transfer this bond on the books kept for the
registration hereof with full power of substitution in the
premises.
Date:
(NOTICE: The signature to this
assignment 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.)
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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.
SECTION 4. 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.
SECTION 5. Prior to the sale of the Bonds, the Controller
shall cause to be published a notice of such sale two times, at
least one week apart, in the Tri- County News and The South Bend
Tribune. The notice or a summary thereof may also be published
in the Bond Buyer, a financial journal published in the City and
State of New York, in The Indianapolis Commercial, a financial
journal published in the City of Indianapolis, Indiana, and /or in
other newspapers at the discretion of the Controller. The date
fixed for the sale shall not be earlier than fifteen (15) days
after the first of such publications and not earlier than three
(3) days after the second of such publications in the Tri - County
News and The South Bend Tribune. The Bond sale notice shall
state the time and place of sale, the purpose for which the Bonds
are being issued, the total amount and maturities thereof, the
maximum rate of interest thereon, the time and place of payment,
the terms and conditions on which bids will be received and the
sale made, and such other information as the Controller shall
deem necessary. In the event it shall be determined that the
whole amount of the Bonds herein authorized shall not be issued,
then the Controller shall be authorized to advertise and sell a
lesser amount of Bonds. The Bonds not issued shall be the Bonds
of the latest maturity or maturities.
All bids for Bonds shall be sealed and shall be presented to
the Controller at her office, and the Controller shall continue
to receive all bids offered until the hour named on the date
fixed in the Bond sale notice, at which time and place she shall
open and consider each bid. Bidders for the Bonds shall be
required to name the rate or rates of interest which the Bonds
are to bear, not exceeding the maximum rate hereinabove fixed,
and such interest rate or rates shall be in multiples of 1/8 or
1/20 of one percent (1%). Bids specifying more than one interest
{ rate shall also specify the amount and maturities of the Bonds
bearing each rate and all Bonds maturing on the same date shall
bear the same rate of interest. No rate for any maturity shall
be more than one and one -half percent (1.5%) lower than any prior
rate. Subject to provisions contained below, the Controller
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shall award the Bonds to the bidder offering the lowest interest
cost, to be determined by computing the total interest on all of
the Bonds from the date thereof to the date of their maturities
and deducting therefrom the premium bid, if any. No bid for less
than the par value of the Bonds, including accrued interest at
the rate or rates named to the date of delivery, shall be
considered. The Controller shall have full right to reject any
and all bids. If no acceptable bid is received at the time fixed
in the notice for the sale of the Bonds, then the sale may be
continued from day to day for a period not to exceed thirty (30)
days without readvertising. During the continuation of the sale,
no bid shall be accepted which offers an interest cost which is
equal to or higher than the best bid received at the time fixed
for the sale in the Bond sale notice.
SECTION 6. Prior to the delivery of the Bonds, the
Controller shall be authorized to obtain a legal opinion as to
the validity of the Bonds from Baker & Daniels, bond counsel, of
Indianapolis, Indiana, and to furnish such opinion to the
purchaser or purchasers 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.
SECTION 7. The Commission hereby authorizes and directs the
Mayor and the Controller of the City, and the members and
officers of the Commission, and each of them, for and on behalf
of the District, to prepare, execute and deliver any and all
other instruments, letters, certificates, agreements and
documents as the official executing the same determines is
necessary or appropriate to consummate the transactions
contemplated by this Resolution, and such determination shall be
conclusively evidenced by the execution thereof. The
instruments, letters, certificates, agreements and documents,
including the Bonds, necessary or appropriate to consummate the
transactions contemplated by this Resolution shall, upon
execution, as contemplated herein, constitute the valid and
binding obligations or representations and warranties of the
District, the full performance and satisfaction of which by the
District is hereby authorized and directed.
SECTION 8. 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 such Bonds
prepared, attest the Bonds with her manual or facsimile
signature, and cause the seal of the City to be impressed or a
facsimile thereof to be printed or otherwise reproduced 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
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11 ;
Cl
the Bonds. After the Bonds have been properly executed, the
Controller shall deliver the Bonds to the purchaser or purchasers
in the manner provided by law.
SECTION 9. 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 District represents, covenants and agrees that, to
the extent necessary to preserve such exclusion:
(a) No person or entity or any combination thereof, other
than the District, 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 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 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 income tax
purposes of interest on the Bonds pursuant to Section 103(a) of
the Internal Revenue Code of 1986, as amended (the "Code "), as
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
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
in
(d) All officers, members, employees and agents of the
Commission, the Department and the City are authorized and
Lj 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,
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employees and agents of the Commission, the Department and the
City are authorized to certify and /or enter into covenants for
the 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.
SECTION 10. 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 District receives an opinion of nationally recognized bond
counsel that any Tax Section is unnecessary to preserve the Tax
Exemption.
SECTION 11. 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 premium, if any, and interest so due and payable
upon all of the Bonds or a portion thereof then outstanding shall
be paid or (i) sufficient moneys, 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 moneys 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 moneys 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 the Bonds or such portion
thereof issued hereunder shall no longer be deemed outstanding or
an indebtedness of the District.
SECTION 12. 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.
SECTION 13. 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.
SECTION 14. If the date for making any payment or the last
date for performance of any act or the exercising of any-right,
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as provided in the 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.
SECTION 15. The Commission may, without the consent of, or
notice to, any of the owners of the Bonds, adopt a supplemental
resolution for any one or more of the following purposes:
(a) To cure any ambiguity or formal defect or
omission in this Resolution;
(b) To grant to or confer upon the owners of the
Bonds any additional benefits, rights, remedies,
powers, or authority or security that may lawfully be
granted to or conferred upon 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;
(d) To provide for the refunding or advance
refunding of the Bonds; or
(e) To procure a rating on the Bonds from a
nationally recognized securities rating agency
designated in such supplemental resolution, if such
supplemental resolution will not adversely affect the
owners of the Bonds.
SECTION 16. 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 payable thereon, advance the
earliest redemption date, extend its maturity or the times for
E 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
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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 mail the notice described in this Section 16, and any such
failure shall not affect the validity of such supplemental
resolution when consented to and approved as provided in this
Section 16.
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 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 Section 16, 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.
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Adopted at a meeting of the Commission held on the 6th day
of April, 1990, at the office of the Commission located at 1200
County -City Building, 227 West Jefferson Boulevard, South Bend,
Indiana.
SOUTH BEND REDEVELOPMENT COMMISSION
By:
imtz Pres dent
Roman J.
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ATTACHMENT A
FIGURE 1
Studebaker Corridor Site Boundary Plan
0 250 500 750 1000 1250 1300
2