HomeMy WebLinkAboutEconomic Development Cole Associates Inc ORDINANCE No. 7638-86
Passed by the Common Council of the City of South Bend, Indiana
May 12 , 19 86
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Attes _ �Y.�,z 1
City Clerk
IRENE K. GAMMON
Attest. � President of Common Council
Presented by me to the Mayor of the City of South Bend, Indiana
May 13 , �9 86
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City Clerk
IRENE K. GAMMON
Approved and signed by me % l S �9 e G
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Mayor
ORDINANCE NO. -7(. 3g-irG.
AN ORDINANCE AUTHORIZING THE CITY OF SOUTH BEND,
INDIANA (THE "CITY") , TO ISSUE ITS "ECONOMIC
DEVELOPMENT REVENUE BOND, SERIES 1986
(COLE ASSOCIATES, INC. PROJECT) ,
IN THE AGGREGATE PRINCIPAL AMOUNT OF
ONE MILLION FIVE HUNDRED THOUSAND DOLLARS
($1,500, 000. 00) AND APPROVING
AND AUTHORIZING CERTAIN ACTIONS WITH RESPECT THERETO.
STATEMENT OF PURPOSE AND INTENT:
The City is a municipal corporation and political
subdivision of the State of Indiana, and by virtue of Title 36,
Article 7, Chapter 12, of the Indiana Code, as amended (the
"Act") , is authorized and empowered to adopt this Ordinance and
to carry out its provisions; and
The South Bend Economic Development Commission (the
"Commission") has rendered its report concerning the proposed
financing of economic development facilities for Cole
Associates, Inc. (the "Company") and the Area Plan Commission
has commented favorably thereon; and
The Commission, after a public hearing held on May 2,
1986, has adopted a Resolution, which has been transmitted to
this Council, (i) finding that the acquisition and construction
by the Company of the proposed economic development facilities
described in said Report will not have an adverse competitive
effect on any similar facilities already constructed or operat-
ing in or about the City, (ii) further finding that the pro-
posed economic development revenue bond financing of such
facilities will be of benefit to the health and welfare of the
City and its citizens, (iii) further finding that the proposed
economic development revenue bond financing of such facilities
complies with the purposes and provisions of the Act, (iv)
approving the economic development revenue bond financing of
such facilities, including the form and terms of the Loan
Agreement, Mortgage and Security Agreement between the Company
St. Joseph Bank and Trust Company (the "Trustee") , and this
Ordinance, presented to the Commission, and (v) recommending
that this Council find that the proposed economic development
revenue bond financing of such facilities will be of benefit to
the health and welfare of the City and its citizens, and
complies with the purposes and provisions of the Act, and that
this Council adopt an ordinance approving such financing,
NOW, THEREFORE, BE IT ORDAINED BY THE COMMON COUNCIL
OF THE CITY OF SOUTH BEND, INDIANA, THAT:
Section 1. This Council finds that the facilities
described in said report and in the attached Loan Agreement are
"economic development facilities" within the meaning of the
Act, that such facilities are located in an "economic develop-
ment target area" as defined in the Act, and that such facili-
ties will not have an adverse competitive effect on any similar
facilities already constructed or operating in or about the
City.
Section 2 . This Council further finds that the pro-
posed economic development revenue bond financing of such
facilities will be of benefit to the health and welfare of the
City and its citizens.
Section 3 . This Council further finds that the pro-
posed economic development revenue bond financing of such
facilities complies with the purposes and provisions of the Act.
Section 4 . This Council hereby approves the proposed
economic development revenue bond financing of such facilities,
including (i) the form and terms of the aforementioned Loan
Agreement, Mortgage and Security Agreement, Promissory Note,
Economic Development Revenue Bond and Trust Indenture attached
hereto and incorporated herein by reference (two (2) copies of
which are on file in the Office of the Clerk of the City for
public inspection) , (ii) the issuance and sale of said Economic
be evidenced by said Promissory Note, (iv) the repayment of
said loan by the Company pursuant to said Loan Agreement and
said Promissory Note, (v) the securing of said Economic
Development Revenue Bond under the terms of said Loan Agreement
and under said Trust Indenture, and (vi) the deed from the City
to the Company.
Section 5. The City shall issue its Economic Develop-
ment Revenue Bond, Series 1986 (Cole Associates, Inc. Project) ,
in the aggregate principal amount of One Million Five Hundred
Thousand Dollars ($1,500, 000. 00) for the purpose of procuring
funds to loan to the Company in order to finance the acquisi-
tion and construction of such facilities, as more particularly
set out in said Loan Agreement, which Economic Development
Revenue Bond shall be payable as to principal and interest
solely from the payments made by the Company on its aforesaid
Promissory Note in the principal amount of One Million Five
Hundred Thousand Dollars ($1,500, 000. 00) which will be executed
and delivered by the Company to evidence said loan, from other
sources under said Loan Agreement and as otherwise provided in
said Trust Indenture. Said Economic Development Revenue Bond
shall never constitute a general obligation of, indebtednesses
of, or charge against the general credit of the City. Said
Economic Development Revenue Bond shall be executed by the
manual or facsimile signatures of the Mayor and the Clerk of
the City; shall be executed and delivered on or about May 15,
1986; shall be dated as of said date of execution and delivery;
shall have a final maturity date of June 1, 2006 with principal
reduced monthly beginning on July 1, 1987; shall bear interest
at a fixed rate of eight percent (8%) per annum to and includ-
ing May 31, 1993, thereafter, to and including May 31, 1998, a
fixed rate of ninety-five percent (95%) of the Treasury Rate
(as defined in the Loan Agreement) , and thereafter at a var-
Agreement, in which case the per annum interest rate shall be
as set forth therein; shall be in the denominations of Five
Thousand Dollars ($5, 000. 00) or integral multiples thereof;
shall be issued in registered form; shall be registrable as
provided therein; shall be payable in the medium and at the
place or places provided therein; and shall be subject to
optional and mandatory prepayment as provided therein.
Section 6. The Mayor and/or the Clerk of the City are
authorized and directed to sell said Economic Development
Revenue Bond to St. Joseph Bank and Trust Company at a price
not less than one hundred percent (100%) of the principal
amount thereof, plus accrued interest.
Section 7. The Mayor and the Clerk of the City are
authorized and directed to execute and deliver the aforemen-
tioned documents for and on behalf of the City after making
therein such changes permitted by the Act as they deem neces-
sary or proper, as evidenced by their execution of such docu-
ments, and are further authorized and directed to execute and
deliver such other documents for and on behalf of the City, and
to take such other actions for and on behalf of the City, as
they deem necessary or proper in connection with the consum-
mation of such financing. The Mayor and the Clerk of the City
are authorized to arrange for the delivery of said Economic
Development Revenue Bond to St. Joseph Bank and Trust Company,
payment for which will be made to the Trustee for the account
of the City.
Section 8. The provisions of this ordinance and the
aforementioned documents shall constitute a contract binding
between the City and the holders of said Economic Development
Revenue Bond, and after the issuance of said Economic Develop-
ment Revenue Bond this Ordinance shall not be repealed or
amended in any respect which would adversely affect the rights
Section 9. All ordinances or parts of ordinances in
conflict herewith are hereby repealed.
Section 10. This Ordinance shall be in full force and
effect from and after its passage by this Council and its sig-
nature by the Mayor of the City.
SOUTH BEND COMMON COUNCIL
Member
:PR 2 3 1986
BARNES a THORNBURG
1313 MERCHANTS BANK BUILDING 600 1ST SOURCE BANK CENTER FEDERAL BAR BUILDING
II SOUTH MERIDIAN STREET 100 NORTH MICHIGAN 1815 H STREET, N.W.
INDIANAPOLIS, INDIANA 46204 WASHINGTON,D.C.20006
13171638-1313 SOUTH BEND, INDIANA 46601 (2021955-4500
1219) 233-1171
305 FIRST NATIONAL BANK BUILDING
301 SOUTH MAIN STREET
ELKHART,INDIANA 46516 TWX 810-341-3427 B&T LAW IND
12191 293-0681 TELECOPIER 1219) 237-1125
TO CALL WRITER
Mrs. Irene K. Gammon, City Clerk April 23, 1986
City of South Bend
County-City Building
South Bend, Indiana 46001
Re: Proposed Ordiance for $1,500, 000 City of
South Bend Economic Development Revenue
Bond (Cole Associates, Inc. Project)
Dear Mrs. Gammon:
Enclosed are two copies of a proposed ordinance, and
the related bond documents, with respect to the Cole Associ-
ates, Inc. Project. The Project consists of construction of an
addition to the facility currently used by Cole Associates,
Inc. at 2211 East Jefferson Street in the City of South Bend.
It is presently anticipated that the Project will result in a
minimum of 45 permanent new jobs with an annual payroll of
approximately $1,125, 000. St. Joseph Bank and Trust Company
has issued its commitment letter to purchase the bonds to
finance this Project.
The current Cole Associates facility was financed
through a bond issued in 1977, pursuant to which the City owns
the land and leases the facility to Cole Associates, Inc. As
part of this financing, the City will deed to Cole Associates
the real estate on which the building addition will be con-
structed. The trustee of the 1977 bond issued has consented to
this arrangement.
We respectfully request the Council 's favorable action
with respect to this Project, with first reading of the ordi-
nance at the Common Council meeting on April 28, and passage at
the meeting on May 12, 1986. The public hearing before the
South Bend Economic Development Commission will be held on
May 2, 1986.
Very truly yours,
BARNES & THORNBURG
ire40‹,
Richard W. Morgan APP 2 1980
MCK:RWM/cac I, y
Enclosure
cc: Kenneth P. Fedder, Es
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(lnmmtttrt rpnrt
0/o the Comm Tomtit of tip Tity of*oath Reuel:
Your Committee of the Whole
to whom was referred
BILL NO.
49-86 A BILL AUTHORIZING THE CITY OF SOUTH BEND, INDIANA (THE
"CITY" ) , TO ISSUE ITS ECONOMIC DEVELOPMENT REVENUE BOND,
SERIES 1986 (COLE ASSOCIATES, INC. PROJECT) , IN THE
AGGREGATE PRINCIPAL AMOUNT OF ONE MILLION FIVE HUNDRED
THOUSAND DOLLARS ($1,500,000.00) AND APPROVING AND
AUTHORIZING CERTAIN ACTIONS WITH RESPECT THERETO.
Respectfully report that they have examined the matter and that in their opinion
This bill should be recommended to the Council favorable.
Ann B. Puzzello
Chairman
FREE PRESS PUBLISHING CO.
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