HomeMy WebLinkAboutAmend the Amended Agreement of Operations between St Joseph County Hotel Motel Tax Board of Managers F f
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ORDINANCE No. 8278-92
Passed by the Common Council of the City of South Bend, Indiana.
July 13, 92
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�a, City Ci y Cier k
IRENE K. GAMMON
Attest: - �►•� i President of Common Council
Sr
Presented by me to the Mayor of the City of South Bend, Indiana—
July 14, 92
19
City Clerk
IRENE K. GAMMON
Approved and signed by me July 14 /992
o • Z. Mayor
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ORDINANCE NO. g ' .'1 $-c(o.
AN ORDINANCE AUTHORIZING THE CITY OF
SOUTH BEND, INDIANA TO AMEND THE
"AMENDED AGREEMENT OF OPERATIONS
BETWEEN ST. JOSEPH COUNTY HOTEL-
MOTEL TAX BOARD OF MANAGERS AND
SOUTH BEND CIVIC CENTER BOARD OF
MANAGERS AND CITY OF SOUTH BEND"
STATEMENT OF PURPOSE AND INTENT: ,
The City of South Bend, Indiana (the "City") is party to an
"Amended Agreement of Operations between St. Joseph County Hotel-
Motel Tax Board of Managers and South Bend Civic Center Board of
Managers and City of South Bend" , dated February 14 , 1983 (the
"Agreement") . A copy of the Agreement is attached as Exhibit A.
This Common Council and the Mayor of the City deem it
advisable and in the best interests of the City and its citizens to
improve South Bend Century Center and Studebaker National Museum,
both in the City, or to assist in providing an :alternate site for
Studebaker National Museum, which facilities are used for meetings,
conventions, entertainment spectaculars, displays of industrial or
cultural value, and/or other cultural, governmental, educational,
recreational, exhibition, or civic purposes.
IC 6-9-1 mandates the levy of a countywide tax in St. Joseph
County, Indiana on every person engaged in the business of renting
or furnishing, for periods of less than thirty days, any room or
rooms, lodgings or accommodations in any commercial hotel, motel,
inn, tourist camp, or tourist cabin (the "Hotel-Motel Tax") . The
Hotel-Motel Tax is collected by the St. Joseph County Treasurer,
and deposited in the County' s convention and exhibition center fund
(the "Fund") .
The special funds board of managers created by IC §6-9-1-2
(the "Hotel-Motel Tax Board of Managers") has the authority to
expend funds generated from said Hotel-Motel Tax levy for purposes
which include financing, constructing, improving and promoting any
capital improvement in the nature of a convention and exhibition
center, and renovating, equipping, operating and maintaining any
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generated from the Hotel-Motel Tax levy, in order to finance the
improvements described above.
In Ordinance No. 16-92 (as amended, the "Bond Ordinance") , St.
Joseph County has authorized the issuance of such bonds, to be
issued in the amount of approximately $3 , 300, 000 (the "County
Bonds") , repayable from said tax levy, for the purpose of providing
funds to be applied to pay for said improvements and incidental
expenses in connection therewith and on account of the issuance of
the County Bonds.
Under the Agreement, the City is entitled to receive each year
One Hundred Fifty Thousand Dollars ($150, 000) from said tax levy in
consideration for operating and maintaining Century Center. The
Agreement also provides that tax moneys received by the Hotel-Motel
Tax Board of Managers each year shall be first applied to such
$150, 000 payment. The Agreement also requires, subject to certain
conditions, that said tax revenues be applied to losses incurred in
the operation of Century Center.
In order to carry out the desires of the City set forth herein
and to enhance the marketability of the County Bonds, the City
deems it advisable to apply collections from said tax levy each
year first to the payment of the County Bonds, and second for the
building or restoration of the debt service reserve account for the
County Bonds. The City wishes to amend the Agreement in this
Ordinance in order to carry out the intent of this paragraph, and
believes such amendments as are set forth herein will not adversely
affect the rights or interests of the owners of the bonds
designated "South Bend Civic Center Building Authority Civic Center
Refunding Bonds" due to the facts that revenues of the Hotel-Motel
Tax are substantially in excess of those available at the time said
bonds were issued, and that said bonds are supported by a lease,
with the City as lessee, and the City is required to levy ad
valorem taxes to pay the lease rental.
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Section 1. The first sentence of Section 3 of the Agreement
is hereby deleted.
Section 2 . A new Section 13 is added to the Agreement, which
reads as follows:
The parties hereto understand that St. Joseph
County, Indiana has issued bonds designated as "The Board
of Commissioners of the County of St. Joseph, Indiana
Special Tax Bonds of 1992 (Limited Obligations) , and that
said bonds are repayable from the Hotel-Motel Tax.
Notwithstanding anything herein to the contrary,
collections from the Hotel-Motel Tax shall be applied as
set forth in Ordinance No. 16-92 of St. Joseph County,
Indiana, adopted by the St. Joseph County Council on
March 10, 1992 , and approved by the Board of
Commissioners of the County of St. Joseph on March 17 ,
1992, as amended and as the same may be further amended
or supplemented hereafter. The obligations of the
parties hereunder shall be fully subject to said
provisions of said Ordinance No. 16-92 , as amended.
Section 3 . It is understood and agreed that the Bond
Ordinance will require that the collections from the Hotel-Motel
Tax be applied, used and withdrawn as set forth below, and that
such money available for payment of debt service on the County
Bonds is held in trust and is irrevocably pledged for the purposes
set forth below:
(a) Bond Principal and Interest Account. On each
July 20, October 20, January 20 and April 20, there shall
be deposited in the Bond Principal and Interest Account
of the Fund an amount of money from the Fund, to the
extent of available funds in the Fund, which together
with any money contained in the Bond Principal and
Interest Account is sufficient to pay one-third of the
principal of and interest and premium (if any) on the
County Bonds, and any additional bonds hereafter issued
by St. Joseph County payable from the Hotel-Motel Tax
(together, the "Special Tax Bonds") , coming due and
payable during the twelve-month period commencing on the
prior May 2 and ending on the following May 1. No such
deposit need be made into the Bond Principal and Interest
Account if the amount contained therein-is sufficient to
pay such amounts so coming due and payable during said
twelve-month period. All money in the Bond Principal and
Interest Account shall be used and withdrawn solely for
the purpose of paying the interest and premium (if any)
on and the principal of the Special Tax Bonds as it shall
become due and payable to the extent it is required
therefor, including accrued interest on any such
obligations purchased or redeemed prior to maturity.
(b) Debt Service Reserve Account. On each July 20,
October 20, January 20 and April 20, after first making
any required deposit into the Bond Principal and Interest
Account, there shall be set aside in the Debt Service
Reserve Account of the Fund, from the Fund, any available
the purpose of making payment on the Special Tax Bonds
secured by the Debt Service Reserve Account in the event
that no other money is lawfully available therefor, or to
make the final payments on Special Tax Bonds when money
in the Debt Service Reserve Account is sufficient to make
all remaining payments to final maturity. So long as
there is no default under the Bond Ordinance, any amount
in the Debt Service Reserve Account in excess of the
required debt service reserve shall be withdrawn and
deposited in the Fund.
(c) The remaining amounts in the Fund shall
accumulate therein (outside of the Bond Principal and
Interest Account and the Debt Service Reserve Account)
and be available for (i) the purposes authorized by IC 6-
9-1 as of the date of original issuance of the County
Bonds or by any amendments thereof or successor
provisions thereto, and (ii) the payments required under
the Agreement, all of which uses of remaining amounts in
the Fund shall be subordinate and junior to the
obligations set forth in (a) and (b) above.
Section 4 . Money in the Fund shall be deposited to the
reserve account for the County Bonds to the extent the required
reserve is not provided from proceeds of the sale of the County
Bonds.
Section 5. The provisions of this Ordinance shall constitute
a binding contract between the City and the holders of the County
Bonds, and after issuance of the County Bonds this Ordinance shall
not be repealed or amended in any respect, nor shall the Agreement
be amended in any respect, which would adversely affect the rights
or interests of the holders of the County Bonds as long as the
County Bonds or interest thereon remains unpaid.
Section 6. All ordinances or parts of ordinances in conflict
herewith are hereby repealed.
Section 7 . This Ordinance shall be in full force and effect
when all of the following have occurred:
1. Adoption by this Common Council and approval
by the Mayor;
2 . Approval of identical amendments to the
Agreement, as set forth in Sections 1 and 2 of
this Ordinance, by the Hotel-Motel Tax Board
of Managers;
3 . Approval of identical amendments to the
Agreement, as set forth in Sections 1 and 2 of
this Ordinance, by the Century Center Board of
Managers; and
4
4 . The issuance of the County Bonds by St. Joseph
County, Indiana.
SOUTH BEND COMMON COUNCIL
S /
ber
I signed only to provide an
opportunity for public discus3ion
and Council action on the issue,.
ftnmmtt#u &part
Uhl tie Commit Counril of tip of*au* Rend:
Your Committee of the Whole
to whom was referred
BILL NO.
58-92 SECOND READING ON A BILL AUTHORIZING THE CITY OF SOUTH BEND,
INDIANA TO .AMEND THE "AMENDED AGREEMENT OF OPERATIONS
BETWEEN ST. JOSEPH COUNTY HOTEL-MOTEL TAX BOARD OF MANAGERS
AND SOUTH BEND CIVIC CENTER BOARD OF MANAGERS AND CITY OF
SOUTH BEND"
Respectfully report that they have examined the matter and that in their opinion
This bill should be recommended to the Council favorable.
Chairman
Ann Puzzello
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Az A. ' it�,�/ pl 11/
City of South Bend
fi ls,`l.1$ .-.ra},� Joseph E. Kernan, Mayor
Department of Administration and Finance
Kevin C. Horton
July 8, 1992
Mr. Steve Luecke
South Bend Common Council
4th Floor, County-City Building
South Bend, IN 46601
RE: An Ordinance Authorizing the City of South Bend,
Indiana, to Amend the "Amended Agreement of
Operations Between St. Joseph County Hotel-Motel
Tax Board of Managers and South Bend Civic Center
Board of Managers and City of South Bend"
Dear Mr. Luecke:
I am enclosing an ordinance authorizing the City of South Bend to
amend the "Amended Agreement of Operations between St. Joseph County
Hotel-Motel Tax Board of Managers and the South Bend Civic Center
Board of Managers and City of South Bend."
As you are probably aware, St. Joseph County intends to issue
bonds repayable from hotel-motel tax revenues in order to finance
certain improvements to Century Center and the Studebaker National
Museum.
The bond issue has been approved by the Hotel-Motel Tax Board,
Board of County Commissioners of St. Joseph County, and Civic Center
Board of Managers. The final approval needed in order to allow for
sale and closing on the bonds is that of the South Bend Common
Council.
An existing agreement with the Hotel-Motel Tax Board of Managers,
makes the annual payment to the Civic Center Board of Managers of
$150,000 in hotel-motel tax revenues a priority use of those funds.
The City, by this ordinance, is approving an amendment to that
agreement in order to apply the collection of hotel-motel tax
revenues first to the payment of these bonds.
County-City Building • South Bend, Indiana 46601 • 219/284-9742 Fax 219/284-9892
Catherine A. Hubbard John D. Leisenring C. J. Cowsert
Personnel Director Chief Deputy Controller Safety & Risk Manager
284-9124 284-9483 284-9482
Mr. Steve Luecke
Page Two
July 8, 1992
Marc C. Krcmaric, attorney with Barnes &Thornburg who is serving
as the County' s counsel on this bond issue, informs me that closing
on the bond issue is set for July 14, 1992, and that, consequently,
the attached ordinance must be enacted prior to that time. This will
require a rules suspension, in order to allow public hearing and vote
on this ordinance by the Council at its July 13th meeting. We will
make such a request at that time, and request favorable consideration
of both that request and the attached ordinance.
Sincerely,c, ifirl/ -
7,,: ,
evin C. Horton
Controller
KCH/j 1
Enclosure
LM2/1LUECKE