HomeMy WebLinkAboutAuthorizing $1,550.000 Economic Development Technologies Corp ProjectORDINANCE No. 7405 -84
Passed by the Common .Council of the City of South Bend, Indiana.
A
- -u•- GWVIW
;. —�-e_- � 04_- �-:..f .� City y Clerk
!.(
IRENE K. GAMMON
Presented by me to the Mayor of the City of South Bend, Ind*ana
I- -u.- a a F .
/.
Approved and signed by
of Common Council
YV--1 City Clerk
IRENE K. GAMMON
a, ILI
19
ORDINANCE NO. 740_) —;g T
AN ORDINANCE PROVIDING FOR THE FINANCING BY
THE CITY OF SOUTH BEND, INDIANA OF AN ECONOMIC
DEVELOPMENT FACILITIES PROJECT; AUTHORIZING
THE ISSUANCE OF A $1,550,000 ECONOMIC DEVELOP-
MENT REVENUE BOND, SERIES 1984 (CLARK
INFORMATION TECHNOLOGIES CORPORATION PROJECT)
AND CONFIRMING THE SALE THEREOF; AUTHORIZING
THE EXECUTION AND DELIVERY OF A LOAN AGREE-
MENT, A MORTGAGE AND SECURITY AGREEMENT, AN
ASSIGNMENT AND AGREEMENT, A BOND PURCHASE
AGREEMENT AND RELATED DOCUMENTS; AND RELATED
MATTERS.
STATEMENT OF PURPOSE OF INTENT:
The City of South Bend, Indiana, a municipal
corporation and political subdivision of the State of Indiana
(the "Issuer ") is authorized.by Indiana Code Section 36 -7 -12, as
supplemented and amended (the "Act "), to finance "economic
development facilities ", as that term is defined in the Act, in
order to further the public purposes of the Act; and
As a result of negotiations between the Issuer and
Clark Information Technologies Corporation, a Michigan
corporation (the "Company "), contracts have been or will be
entered into by the Company for the construction of an approxi-
mately 16,000 square -foot building and the acquisition of
machinery, equipment and related property to be installed therein
(the "Project "), which Project is to be owned and used by the
Company as a computer facility for the data processing, voice
transfer and related functions and to be located at Landmark
Business Park, South Bend, Indiana, and it is proposed that the
Issuer shall enter into a Loan Agreement with the Company (the
"Agreement "), pursuant to which the Issuer shall lend the Company
a sum sufficient, together with other moneys of the Company, to
accomplish such acquisition, construction and installation, and
the Issuer is willing to issue its revenue bond to finance the
Project upon terms which will be sufficient to pay a portion of
the cost of the acquisition, construction and installation of the
Project as evidenced by such revenue bond, all as set forth in
the details and provisions of the Agreement; and
It is estimated that the costs of the Project,
including costs relating to the preparation and issuance of the
revenue bond, will be at least $1,550,000; and
The Project will be of the character and will
accomplish the purposes provided by the Act, will increase job
opportunities and retain existing jobs in South Bend, Indiana;
and
The. Issuer proposes to sell the revenue bond
hereinafter authorized and designated "Economic Development
Revenue Bond, Series 1984 (Clark Information Technologies
Project)" upon a negotiated basis to Harris Trust and Savings
Bank, Chicago, Illinois;
Pursuant to the provisions of Section 103(k) of the
Internal Revenue Code of 1954, as amended, a public hearing on
the proposed plan of financing of the Project was held by the
Economic Development Commission of the City of South Bend,
Indiana, prior to the adoption of this Ordinance, pursuant to
notice duly published in the South Bend Tribune on September 28,
1984 and in the Tri- County News on October 5, 1984, newspapers of
general circulation in the City of South Bend, Indiana;
NOW, THEREFORE, BE IT ORDAINED By the members of the
COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA AS FOLLOWS:
DEFINITIONS
Section 1. The following words and terms as used in
this Ordinance shall have the following meanings unless the con-
text or use indicates another or different meaning or intent:
"Act" means Indiana Code 36 -7 -12, as supplemented and
amended.
"Agreement" means the Loan Agreement dated as of
November 1, 1984, by and between the Issuer and the Company, as
from time to time supplemented and amended.
"Assignment" means the Assignment and Agreement dated
as of November 1, 1984, by and between the Issuer and the Bank,
as from time to time supplemented and amended.
"Authorized Company Representative" means such person
at the time and from time to time designated to act on behalf of
the Company by written certificate furnished to the Issuer and
the Bank, containing the specimen signature of such person,
signed on behalf of the Company by the president, any vice
president, the treasurer or the secretary of the Company. Such
certificate may designate an alternate or alternates.
"Bank" means Harris Trust and Savings Bank, Chicago,
Illinois, a banking corporation duly organized and validly
-2-
existing under the laws of the State of Illinois, its successors
and assigns, and any subsequent registered owner of the Bond.
"Bond" means the Economic Development Revenue Bond,
Series 1984 (Clark Information Technologies Corporation Project)
of the Issuer, in the principal amount of $1,550,000 authorized
to be issued hereunder.
"Bond Counsel" means a firm of attorneys of ,nationally
recognized standing on the subject of bonds of states and their
political subdivisions.
"Bond Purchase Agreement" means the Bond Purchase
Agreement dated as of November 1, 1984, by and among the Issuer,
the Company and the Bank, as from time to time supplemented and
amended.
"Building" means the approximately 16,000 square -foot
building to be constructed by the Company on the Land, comprising
a portion of the Project.
"Code" means the Internal Revenue Code of 1954, as
amended.
"Company" means Clark Information Technologies Corpora-
tion, a corporation duly organized and validly existing under the
laws of the State of Michigan, and any surviving, resulting or
transferee corporation as permitted by Section 5.2 of the Agree-
ment.
"Construction Fund" means the City of South Bend,
Indiana, Economic Development Revenue Bond Construction Fund
(Clark Information Technologies Corporation Project) created and
established in Section 5 hereof.
The term "default" means those defaults, exclusive of
any period of grace, specified in and defined in Section 11
hereof.
"Determination of Taxability" means (i) the receipt by
the Company of a written notice from the Bank or any other owner
of the Bond of the issuance.of a preliminary letter regarding a
proposed deficiency or a statutory notice of deficiency by the
Internal Revenue Service which holds, in effect, that the
interest payable on the Bond, or any installment thereof, is
includible in the Federal gross income of the taxpayer named
therein (other than a taxpayer who is a "substantial user" or a
"related person ", within the meaning of Section 103 of the Code),
(ii) the delivery to the Company of an opinion of Bond Counsel to
the effect that the interest payable on the Bond, or any install-
-3-
ment thereof, is includible in the Federal gross income of the
taxpayer named therein (other than a taxpayer who is a "sub-
stantial user" or "related person ", within the meaning of
Section 103 of the Code), or (iii) any amendment, modification,
addition or change shall be made in Section 103 or any other
provision of the Code or in any regulation or proposed regulation
thereunder; or any ruling shall be issued or revoked by the
Internal Revenue Service; or any other action shall be taken by
the Internal Revenue Service, the Department of Treasury or any
other governmental agency, authority or instrumentality; or any
opinion of any Federal court or of the United States Tax Court
shall be rendered; and the Bank or any other owner of the Bond
shall have notified the Company in writing, that, as a result of
any such event or condition, Bond Counsel is unable to give an
unqualified opinion that the interest payable on the Bond, or any
installment thereof, made on or after a date specified in said
notice is excludible from the Federal gross income of the tax-
payer named therein (other than a taxpayer who is a "substantial
user" or a "related person ", within the meaning of Section 103 of
the Code).
"Equipment" means the machinery, equipment, apparatus,
equipment fittings, readily removable fixtures and related
property described in Exhibit B attached to and made a part of
the Agreement, comprising a portion of the Project.
The term "event of default" means those events
specified in and defined in Section 11 hereof.
"Event of Taxability" means the date of the occurrence
of the event which results in the interest payable on the Bond,
or any installment thereof, becoming includible in the Federal
gross income of the taxpayer as set forth in as Determination of
Taxability or the date of the Determination of Taxability, which-
ever is earlier.
"Guarantor" means Clark Equipment Company, a corpora-
tion duly organized and validly existing under the laws of the
State of Delaware, and any surviving, resulting or transferee
entity as permitted by the Guaranty.
"Guaranty" means the Guaranty Agreement dated as of
November 1, 1984 from the Guarantor to the Bank, as from time to
time supplemented and amended.
The words "hereof ", "herein ", "hereunder" and other
words of similar import refer to this Resolution as a whole.
"Improvements" means the improvements, fixtures and
related property to be constructed on the Land, comprising a
portion of the Project.
"Issuer" means the City of South Bend, Indiana, a
municipal corporation and political subdivision of the State of
Indiana, and any successor body to the duties or functions of the
Issuer.
"Land" means the real estate more particularly des-
cribed in Exhibit A attached to and made a part of the Agreement,
on which the Project is to be located.
"Mortgage" means the Mortgage and Security Agreement
dated as of November 1, 1984, by and between the Company and the
Issuer, as from time to time supplemented and amended.
"Note" means the promissory note of the Company made
payable to the Issuer and endorsed by the Issuer to the Bank,
pursuant to Section 4.2(a) of the Agreement, in order to evidence
the obligation of the Company to repay the loan made thereunder,
payments on which Note are provided to be sufficient to pay the
principal installments of, premium, if any, and interest on the
Bond when due.
"Ordinance" means this Ordinance, as from time to time
supplemented and amended.
"Premises" means the Project and the Land.
"Project" means the Building, the Improvements and the
Equipment to be acquired, constructed and installed by the
Company and financed in part with the proceeds of the Bond, as
defined and described in the Agreement.
AUTHORIZATION AND APPROVAL OF THE PROJECT
Section 2. That in order to increase job
opportunities and retain existing jobs in the City of South Bend,
Indiana, the Project, as described in the preamble hereto shall
be and is hereby approved and authorized to be financed through
the issuance of the Bond as described herein. The estimated cost
of the acquisition, construction and installation of the Project
will be at least $1,550,000, of which $1,550,000 will be provided
by the issuance of the Bond hereinafter authorized and the loan
of the proceeds thereof to the Company. It is hereby found and
declared that the financing of the Project and the use thereof by
the Company as hereinbefore provided is necessary to accomplish
the public purposes described in the preamble hereto, and
complies with purposes and provisions of the Act. In order to
further secure the Bond, the assignment and pledge of the right,
title and interest of the Issuer in and to the Agreement, the
Note and the Mortgage (except certain expense and indemnification
payments), pursuant to the Assignment, are necessary and proper.
-5-
AUTHORIZATION AND PAYMENT OF BOND
Section 3. That for the purpose of financing a
portion of the cost of the Project there shall be and there is
hereby authorized to be issued by the Issuer its Bond to be
designated "Economic Development Revenue Bond, Series 1984 (Clark
Information Technologies Corporation Project) ". The Bond shall
be in the principal amount of $1,550,000, dated the date of its
delivery, lettered R and numbered 1, issued in fully registered
form, registered in the name of Harris Trust and Savings Bank, or
its registered assigns, maturing as to principal in fifteen (15)
consecutive annual principal installments, the first fourteen
(14) installments in the amount of $103,333.33 each, payable on
December 1, 1985, and on the first day of each December
thereafter with a final installment of $103,333.42 on December 1,
1999, except as the provisions hereinafter set forth with respect
to redemption prior to maturity may become applicable thereto,
and bearing interest on the unpaid principal amount of the Bond
from the date of the Bond at the Applicable Rate (as defined in
the form of Bond hereinafter set forth) in effect from time to
time, payable on March 1, 1985, and on the first day of each
March, June, September and December thereafter until said
principal amount is paid. Interest on the Bond shall be computed
on the basis of a calendar year consisting of 360 days, and
charged on the basis of the actual number of days elapsed.
The Bond shall bear interest (payable solely and only
from the source therein identified) on any overdue installment of
principal of, premium, if any, and interest on the Bond (to the
extent legally enforceable) at a rate equal to the Applicable
Rate in effect from time to time plus two percent (2 %) per annum
(other than the portion of any installment of interest which
exceeds the amount of interest estimated to be due in accordance
with the next following paragraph).
The Bank shall provide the Issuer and the Company with
written notice at least five (5) Business Days (as defined in the
form of Bond) in advance of each date on which interest shall be
payable on the Bond of the Applicable Rate in effect from time to
time during the applicable interest payment period, the Prime
Rate (as defined in the form of Bond) in effect from time to time
during the applicable interest payment period to the extent that
the Applicable Rate is calculated on the basis of the Prime Rate,
and the amount of interest estimated to be so due and payable on
the Bond on such interest payment date. Notwithstanding any
other provision of the Bond or this Ordinance to the contrary,
payment of such amount of interest as so estimated shall satisfy
the obligation of payment of interest due on such interest pay-
ment date and shall not constitute an event of default hereunder
if such amount of interest as so estimated is less than the
actual amount of interest due on such interest payment date. Any
deficiency between the amount of interest so estimated and paid
and the amount of interest actually due on such interest payment
date shall be paid on the next succeeding interest payment date,
and any overpayment shall be credited against the amount of
interest due and payable on the next succeeding interest payment
date.
The principal installments of, premium, if any, and
interest on the Bond shall be payable to the Bank in lawful money
of the United States of America in Federal or other immediately
available funds at the principal office of the Bank in the City
of Chicago, Illinois. The Bank or any other owner of the Bond
shall note on the Payment Record attached as Schedule A to the
Bond the date and amount of payment of any principal installment
paid (whether at maturity or upon acceleration or call for prior
redemption) and interest paid, and, upon request of the Company
or the Issuer, the Bond shall be available for inspection by the
Company or the Issuer during regular banking hours at the prin-
cipal office of the Bank in the City of Chicago, Illinois.
The Bond, together with interest thereon, shall be a
special, limited obligation of the Issuer secured by the Agree-
ment, the Note made payable to the Issuer and endorsed to the
Bank and payments thereon being made directly to the Bank on
behalf of the Issuer and an assignment and pledge of the right,
title and interest of the Issuer in and to the Agreement, the
Note, the Guaranty and the Mortgage (except certain expense and
indemnification payments), pursuant to the Assignment, and shall
be payable solely from the revenues and income derived from the
Agreement and the Note (except to the extent paid out of moneys
attributable to the Bond proceeds, the income from the temporary
investment thereof or moneys derived from the Guaranty or the
Mortgage), and shall be a valid claim of the owner thereof only
against the revenues and income derived from the Agreement and
the Note (except as otherwise provided aforesaid), which revenues
and income shall be used for no other purpose than to pay the
principal installments of, premium, if any, and interest on the
Bond, except as may be otherwise expressly authorized in this
Ordinance or in the Agreement. The Bond and the obligation to
pay interest thereon do not now and shall never constitute an
indebtedness or an obligation of the Issuer, the State of Indiana
or any political subdivision thereof, within the purview of any
constitutional limitation or provision, but shall be secured as
aforesaid, and are payable solely from the revenues and income
derived from the Agreement and the Note (except as otherwise
provided aforesaid). No owner of the Bond shall have the right
to compel the taxing powers, if any, of the Issuer, the State of
Indiana or any political subdivision thereof to pay any principal
installment of, premium, if any, or interest on the Bond.
-7-
The principal installments of the Bond shall be subject
to redemption prior to maturity by the Issuer in the event that
the Company shall exercise its option to prepay the principal
installments of the Note upon a Determination of Taxability, as a
whole, and not in part, on any date within sixty ( 60 ) days of a
Determination of Taxability, at a redemption price of 100% of the
outstanding principal amount thereof being redeemed and accrued
interest to the date fixed for redemption, all as provided in
Section 7.1 of the Agreement, together wittl any amounts due and
owing under Sections 5.9(a) and 7.7 of the Agreement.
The principal installments of the Bond shall also be
subject to redemption prior to maturity at the option of the
Issuer from any available funds, including funds derived from the
prepayment of the principal installments of the Note (or a
portion thereof) at the option of the Company pursuant to
Section 7.2 of the Agreement or borrowed funds, as a whole, or in
part in the inverse order of maturity of the principal install-
ments of the Bond, on any date during which the Bond bears
interest at a rate calculated on the basis of the Prime Rate (as
defined in the form of Bond in this Ordinance), at a redemption
price of 100% of the principal amount thereof being redeemed plus
accrued interest to the date fixed for redemption.
The principal installments of the Bond shall be further
subject to redemption prior to maturity by the Issuer in the
event the Company shall elect to exercise its option to prepay
the principal installments of the Note and to cause the principal
installments of the Bond to be redeemed prior to maturity as
provided in Section 7.3 of the Agreement in the event of damage
to or destruction of or condemnation of the Premises or certain
other events described therein. As a result of any such event,
the principal installments of the Bond shall be subject to
redemption prior to maturity on any date, as a whole, and not in
part, at a redemption price of 1000 of the principal amount
thereof being redeemed plus accrued interest to the date fixed
for redemption, together with any amounts due and owing under
Section 7.7 of the Agreement.
The principal installments of the Bond shall be further
subject to redemption prior to maturity by the Issuer in the
event that any moneys remain in the Construction Fund upon
receipt by the Bank of a completion certificate pursuant to
Section 3.4 of the Agreement (other than moneys withheld and used
to pay costs of the Project, as set forth in Section 3.4 of the
Agreement) or any moneys remain from any insurance proceeds after
the completion of the repair, rebuilding or restoration of the
Premises pursuant to Section 4 of the Mortgage or any moneys
remain from any condemnation proceeds after the completion of the
restoration or acquisition of substitute property pursuant to
Section 5 of the Mortgage. In any such event, the principal
installments of the Bond shall be subject to redemption prior to
maturity on any date within ten (10) days of the receipt by the
Bank of such completion certificate or of the completion of such
repair, rebuilding, restoration or acquisition, in part in the
inverse order of maturity of the principal installments thereof,
at a redemption price of 100% of the principal installments
thereof being redeemed and accrued interest to the date fixed for
redemption, together with any amounts due and owing under
Section 7.7 of the Agreement.
The principal installments of the Bond shall be further
subject to redemption prior to maturity by the Issuer at the
option of the owner of the Bond on December 1, 1994, upon at
least sixty (60) days' written notice from the owner of the Bond
to the Issuer and the Company of its election to cause the
principal installments of the Bond to be so redeemed. As a
result of such event, the principal installments of the Bond
shall be subject to redemption prior to maturity from funds
derived from the prepayment of the principal installments of the
Note by the Company pursuant to Section 7.5 of the Agreement, as
a whole, and not in part, on the aforesaid date, at a redemption
price of 100% of the principal amount thereof being redeemed plus
accrued interest to the date fixed for redemption, together with
any amounts due and owing under Section 7.7 of the Agreement.
Upon receipt by the Issuer and the Bank of at least
five (5) days' prior written notice from the Company specifying a
date for the prior redemption of the principal installments of
the Bond (or a portion thereof), the Bank shall, to the extent
that amounts are or become available therefor, apply such amounts
on behalf of the Issuer to the redemption of the principal
installments of the Bond (or a portion thereof) in accordance
with the preceding paragraphs. The principal installments of the
Bond (or a portion thereof), if designated for prior redemption,
will cease to bear interest on the specified redemption date,
provided sufficient funds for their redemption are paid to the
Bank on behalf of the Issuer at the principal office of the Bark
on such date.
The Bond shall be prepared in typewritten form.
The Mayor of the Issuer is hereby authorized, empowered
and directed to execute the Bond by his manual or facsimile
signature, and the City Clerk of the Issuer is hereby authorized,
empowered and directed to attest the Bond by her manual
signature, and the official seal of the Issuer shall be affixed
thereto, and the Mayor and the City Clerk of the Issuer shall
cause the Bond, as so executed and attested, to be delivered to
the Bank. In case any official whose signature shall appear on
the Bond shall cease to be such official before the delivery of
the Bond, such signature shall nevertheless be valid and suffi-
cient for all purposes, the same as if he had remained in office
until delivery:
The Bond shall be transferable only as a whole as
provided herein. Upon surrender for transfer of the Bond at the
principal office of the Bank, duly endorsed for transfer or
accompanied by an assignment duly executed by the registered
owner or his attorney duly authorized in writing, the Issuer
shall execute and deliver in the name of the transferee a sub-
stitute fully registered Bond of the same series, in the
denomination of the unpaid principal amount thereof, with the
same maturities and interest rate, dated the first day of the
March, June, September, or December (to which interest has been
paid) next preceding the date of its issuance, or if issued on
the first day of a March, June, September, or December (to which
interest has been paid), as of such date. The owner of the Bond
shall give written notice to the Company of any proposed transfer
of the Bond at least thirty (30) days prior to the date of such
proposed transfer. The Issuer shall cause books for the
registration and for the transfer of the Bond as provided in this
Ordinance to be kept by the Bank which is hereby constituted and
appointed the Bond Registrar of the Issuer. The Bank, as Bond
Registrar, shall keep and maintain, on behalf of the Issuer,
registration books indicating the name and address of the owner
from time to time of the Bond. The Bond shall never be
registered in the name of bearer. The Bank shall not be required
to transfer the Bond during the period of ten (10) days next
preceding any interest payment date of the Bond nor to transfer
the Bond after the mailing of notice calling the principal
installments of the Bond (or a portion thereof) for prior
redemption has been given as herein provided. The person in
whose name the Bond shall be registered shall be deemed and
regarded as the absolute owner thereof for all purposes, and
payment of or on account of the principal installments of,
premium, if any, or interest on the Bond shall be made only to or
upon the written order of the registered owner thereof or his
legal representative, but such registration may be changed as
hereinabove provided. All such payments shall be valid and
effectual to satisfy and discharge the liability upon the Bond to
the extent of the sum or sums so paid. In each case the Issuer
shall require the payment by the owner of the Bond requesting
transfer of any tax or other government charge required to be
paid with respect to such transfer.
In the event the Bond is mutilated, lost, stolen or
destroyed, the Issuer may execute a substitute Bond of like date,
tenor and maturities as the Bond mutilated, lost, stolen or
destroyed; provided, that, in the case the Bond is mutilated, the
-10-
mutilated Bond shall first be surrendered to the Issuer, and in
the case the Bond is lost, stolen or destroyed, there shall be
first furnished to the Issuer evidence of such loss, theft or
destruction satisfactory to the Issuer, together with indemnity
satisfactory to the Issuer. The Issuer shall duplicate on the
Payment Record of the substitute Bond replacing the mutilated,
lost, stolen or destroyed Bond all payments of principal install-
ments (whether at maturity or upon acceleration or call for prior
redemption) and interest which the records of the Issuer indicate
as having appeared on the mutilated, lost, stolen or destroyed
Bond. In the event all of the principal installments of the Bond
shall have matured, instead of issuing a duplicate Bond the
Issuer may pay the same without surrender thereof. The Issuer
may charge the owner of the Bond with reasonable fees and
expenses in this connection.
BOND FORM
Section 4. That the . Bond, and the Payment
Record -- Schedule "A ", shall be in substantially the following
forme
-11-
UNITED STATES OF AMERICA
STATE OF INDIANA
CITY OF SOUTH BEND, INDIANA
Economic Development Revenue Bond, Series 1984
(Clark Information Technologies Corporation Project)
PAYABLE BY THE ISSUER SOLELY AND ONLY FROM
REVENUES AND INCOME DERIVED FROM THE
LOAN AGREEMENT AND THE PROMISSORY
NOTE REFERRED TO HEREIN
No. R -1 $1,550,000
KNOW ALL MEN BY THESE PRESENTS that the City of South
Bend, Indiana, a municipal corporation and political subdivision
of the State of Indiana (the "Issuer "), for value received,
promises to pay solely and only from the source and as herein-
after provided, to
HARRIS TRUST AND SAVINGS BANK, Chicago, Illinois,
or its registered assigns (the "Bank "), the principal sum of:
ONE MILLION FIVE HUNDRED FIFTY THOUSAND DOLLARS ($1,550,000)
maturing as to principal in fifteen (15) consecutive annual
principal installments, of $103,333.33 each, payable on
December 1, 1985, and on the first day of each December
thereafter with a final installment of $103,333.42 on December 1,
1999, except as the provisions hereinafter set forth with respect
to redemption prior to maturity may become applicable hereto,
together with interest on the unpaid principal amount hereof from
the date hereof at the Applicable Rate (as hereinafter defined)
in effect from time to time, payable on March 1, 1985, and on the
first day of each March, June, September and December thereafter
until said principal amount is paid. Interest on this Bond shall
be computed on the basis of a calendar year consisting of 360
days, and charged on the basis of the actual number of days
elapsed. The principal installments hereof and premium, if any,
and interest hereon are payable in lawful money of the United
States of America in Federal or other immediately available funds
at the principal office of the Bank in the City of Chicago,
Illinois.
The following terms, as used in this Bond, shall have
the following meanings:
"Applicable Rate" shall mean seventy percent (700) of
the Prime Rate in effect from time to time, plus eight and
-12-
one - quarter percent (8.250) per annum, or, in the event the
Company (as hereinafter defined) gives written notice of a
request pursuant to Section 4.2(c) of the Loan Agreement herein-
after referred to as hereinafter provided, the Fixed Rate plus
eight and one - quarter percent (8.25 %) per annum, from the date of
this Bond when initially issued by the Issuer to the ninetieth
day following such date of this Bond, on which date "Applicable
Rate" shall mean seventy percent (70 %) of the Prime Rate in
effect from time to time, but, in the event said Company gives
written notice of its request that its promissory note issued
under said Loan Agreement bear interest at a specified Fixed Rate
for an Interest Period selected by said Company as set forth in
Section 4.2(c) of said Loan Agreement, the Applicable Rate shall
be equal to such Fixed Rate for such Interest Period; provided,
that in the event there is a change in either the Federal Tax
Rate or the State Tax Rate, the Applicable Rate shall automati-
cally be adjusted as of and on the effective date of any such
change by multiplying the Applicable Rate then in effect by a
fraction equal to [ (1 - Federal Tax Rate as so adjusted) x (l -
State Tax Rate as so adjusted) x [(1 - State Tax Rate as pre-
viously in effect) + (Federal Tax Rate as previously in effect x
State Tax Rate as previously in effect)]] divided by [(1 -
Federal Tax Rate as previously in effect) x (1 - State Tax Rate
as previously in effect) x [(1 - State Tax Rate as so adjusted) +
(Federal Tax Rate as so adjusted x State Tax Rate as so
adjusted)]] provided further, that in the event there is a change
in the TEFRA Disallowance Deduction (the "Change "), the
Applicable Rate shall automatically be adjusted as of and on the
effective date of any such Change, as follows: (a) if the
Applicable Rate from time to time in effect is calculated on the
basis of the Prime Rate, the Applicable Rate shall automatically
be adjusted by adding thereto [90 x (TEFRA Disallowance Deduction
in effect after such Change - TEFRA Disallowance Deduction in
effect prior to such Change) x [(State Tax Rate + Federal Tax
Rate) - (Federal Tax Rate x State Tax Rate)] - [(1 - State Tax
Rate) + (State Tax Rate x Federal Tax Rate)]]% of the Prime Rate,
with the TEFRA Disallowance Deduction, the State Tax Rate and the
Federal Tax Rate all to be expressed as decimals, and (b) if the
Applicable Rate then in effect is calculated on the basis of a
Fixed Rate, the Applicable Rate shall automatically be adjusted
by recalculating the Fixed Rate in accordance with the formulae
used to- originally calculate the Fixed Rate and the Base Rate,
but using in such formulae (i) the TEFRA Disallowance Deduction
in effect after such Change, (ii) the Federal Tax Rate in effect
on the date of such Change, and (iii) the State Tax Rate in
effect on the date of such Change, and without changing any of
the other variables used in originally calculating the Fixed Rate
and the Base Rate. Each determination of the Prime Rate, the
Fixed Rate and the Applicable Rate shall be conclusive and
binding on said Company, the Issuer and the owner hereof absent
manifest error.
-13-
"Adjusted LIBOR Rate" shall mean, with respect to each
Interest Period, the per annum rate of interest determined pur-
suant to the following formula:
Adjusted LIBOR Rate = LIBOR
1 - LIBOR Reserve Percentage
"LIBOR" shall mean, with respect to each Interest Period, the per
annum rate of interest (to be expressed as a decimal for purposes
of calculation) as determined by the Bank [rounded upwards, if
necessary, to the nearest whole multiple of one - sixteenth of one
percent (1/16 %)] at which deposits of United States dollars in
immediately available and freely transferable funds would be
readily offered at 11:00 A.M., London time, two (2) London
Banking Days prior to the day on which such Interest Period
commences, by the London offices of major banks to other major
banks in the London interbank market in an amount equal to
$1,000,000 to be outstanding during such Interest Period,
adjusted to reflect any maturities of this Bond during such
Interest Period. "LIBOR Reserve Percentage" shall mean, with
respect to each Interest Period, the reserve requirement (to be
expressed as a decimal for purposes of calculation) imposed by
the Board of Governors of the Federal Reserve System (or any
successor thereto) under Regulation D on Eurocurrency liabilities
(as such term is defined in Regulation D) for the applicable
Interest Period as of the day on which such Interest Period
commences, but taking into account any transitional adjustments
thereto becoming effective during such Interest Period. "London
Banking Day" means a day on which banks are open for business and
quoting interest rates for United States dollar deposits in the
London interbank market.
"Base Rate" shall be determined as of the day on which
any Interest Period commences, as follows: [Adjusted LIBOR Rate]
+ [Adjusted LIBOR Rate x TEFRA Disallowance Deduction x [Federal
Tax Rate + State Tax Rate - (Federal Tax Rate x State Tax Rate)]
divided by [(1 - State Tax Rate) x (1 - Federal Tax Rate)]].
"Business Day" shall mean a day on which banks in the
City of Chicago, Illinois, are open for the general conduct of
business, provided, that when used with respect to Fixed Rates
based upon the Adjusted LIBOR Rate, such day shall also be one on
which banks are dealing in dollar deposits in London, England,
and banks are open for business in the City of New York, New
York.
"Federal Tax Rate" shall mean the maximum incremental
percentage rate (to be expressed as a decimal for purposes of
calculation) from time to time applicable to the taxable income
of any ordinary business corporation imposed under Section 11 of
the Internal Revenue Code of 1954, as amended (the "Code "), or
any successor thereto.
-14-
"Fixed Rate" shall be determined as of the first day of
any Interest Period as follows: [(.036 + Base Rate) x (1 -
Federal Tax Rate) x (1 - State Tax Rate)] divided by [(1 - State
Tax Rate) + (State Tax Rate x Federal Tax Rate)].
"Interest Period" shall mean the period commencing on
the date selected by said Company specified in its notice
required by Section 4.2(c) of said Loan Agreement with respect to
selecting a Fixed Rate applicable to the Promissory Note of said
Company and ending on a date which is an interest payment date on
this Bond not .less than twelve (12) months, nor more than sixty
(60) months, after the date of commencement thereof; provided,
that the foregoing provision relating to Interest Periods is
subject to the following:
(i) if any Interest Period would otherwise end on a
day which is not a Business Day, that Interest Period shall
be extended to the next succeeding Business Day, unless the
result of such extension would be to carry such Interest
Period into another calendar month in which event such
Interest Period shall end on the immediately preceding
Business Day; and
(ii) no Interest Period shall extend beyond December 1,
1999; and
(iii) each Interest Period must end on the first day of
a March, June, September, or December (except as provided for
in clause (i) above).
"Prime Rate" shall mean the per annum rate of interest
from time to time announced by Harris Trust and Savings Bank as
its prime commercial rate, with any change in said Prime Rate to
be and become effective on and as of the date of any change in
said prime commercial rate.
"State Tax Rate" shall
percentage rate (to be expressed
calculation) from time to time
ordinary business corporation imp
principal office of the Bank is
State tax is deductible by the
purposes.
mean the maximum incremental
as a decimal for purposes of
applicable to income of any
osed by the State in which the
located, the amount of which
Bank for Federal income tax
"TEFRA Disallowance Deduction" shall mean the percent-
age of reduction (to be expressed as a decimal for purposes of
calculation) set forth in Section 291(a)(3) of the Code or any
successor thereto with respect to any financial institution pre-
ference item.
-15-
This Bond shall bear interest (payable solely and only
from the source hereinafter identified) on any overdue install-
ment of principal hereof, premium, if any, and interest hereon
(to the extent legally enforceable) at a rate equal to the
Applicable Rate in effect from time to time plus two percent (2 %)
per annum (other than the portion of any installment of interest
which exceeds the amount of interest estimated to be so due and
payable in accordance with the next following paragraph).
The Bank shall provide the Issuer and the Company (as
hereinafter defined) with written notice at least five (5)
Business Days in advance of each date on which interest shall be
payable on this Bond of the Applicable Rate in effect from time
to time during the applicable interest payment period, the Prime
Rate in effect from time to time during the applicable interest
payment period to the extent that the Applicable Rate is cal -
culated on the basis of the Prime Rate, and the amount of
interest estimated to be so due and payable on this Bond on such
interest payment date. Notwithstanding any other provision of
this Bond to the contrary, payment of such amount of interest as
so estimated shall satisfy the obligation of payment of interest
due on such interest payment date and shall not constitute an
event of default hereunder or under the Bond Resolution herein-
after referred to.if such amount of interest as so estimated is
less than the actual amount of interest due on such interest
payment date. Any deficiency between the amount of interest so
estimated and paid and the amount of interest actually due on
such interest payment date shall be paid on the next succeeding
interest payment date, and any overpayment shall be credited
against the amount of interest due and payable on the next
succeeding interest payment date.
The date and amount of payments of principal install-
ments (whether at maturity or upon acceleration or call for prior
redemption) and payments of interest shall be noted by the Bank
or any other owner of this Bond on the Payment Record -- Schedule
"A ", made a part of this Bond, as provided in the Bond Ordinance
hereinafter identified pursuant to which this Bond is issued.
The Bank or any other owner of this Bond shall make this Bond
available for inspection during regular banking hours at the
principal office of the Bank in the City of Chicago, Illinois, at
the request of the Issuer or the Company (as hereinafter
defined).
This Bond is issued in the principal amount of
$1,550,000 designated "Economic Development Revenue Bond, Series
1984 (Clark Information Technologies Corporation Project) ",
pursuant to the hereinafter described Act and to a Bond Ordinance
duly adopted by the members of the Issuer on December 3, 1984
(the "Bond Ordinance "), for the purpose of providing funds to
finance a portion of the cost of constructing a building and the
-16-
acquisition of certain machinery, equipment and related property
to be installed therein (the "Project ") to be used as a computer
facility and to be located in the City of South Bend, Indiana,
and paying expenses incidental thereto and to the issuance of
this Bond, to the end that the Issuer may be able to increase
employment opportunities and retain jobs in the State of
Indiana. The proceeds of this Bond will be used by the Issuer to
pay or reimburse Clark Information Technologies Corporation, a
corporation incorporated and existing under the laws of the State
of Michigan (the "Company "), for a portion of the costs of the
acquisition, construction and installation of the Project, under
the terms of a Loan Agreement dated as of November 1, 1984, by
and between the Issuer and the Company (which agreement, as from
time to time supplemented and amended, is hereinafter referred to
as the "Agreement ").
This Bond is secured by an assignment and pledge of the
revenues and income derived by the Issuer from the repayment of
the loan by the Company and other revenues and income derived
pursuant to the Agreement and the Promissory Note issued by the
Company thereunder (the "Note "), and is further secured by an
assignment and pledge of the right, title and interest of the
Issuer in and to the Agreement, the Note and the Mortgage and
Security Agreement dated as of November 1, 1984, by and between
the Company and the Issuer (except certain expense and indemnifi-
cation payments), as more fully described in the Bond Ordi-
nance. Reference is made to the Bond Ordinance for a description
of the provisions, among others, with respect to the nature and
extent of the security, the rights, duties and obligations of the
Issuer, the rights, duties and obligations of the owner of this
Bond, and the terms on which this Bond is or may be issued and to
all of the provisions of which the owner hereof by the acceptance
of this Bond assents.
This Bond is issued pursuant to and in full compliance
with the Constitution and the laws of the State of Indiana, and
particularly Indiana Code Section 36 -7 -12, as supplemented and
amended (the "Act "). This Bond and the obligation to pay
interest hereon are special, limited obligations of the Issuer,
secured as aforesaid and payable solely out of the revenues and
income derived from the Agreement and the Note and as otherwise
provided in the Bond Ordinance and the Agreement. This Bond and
the obligation to pay interest hereon shall not be deemed to
constitute an indebtedness or an obligation of the Issuer, the
State of Indiana or any political subdivision thereof, within the
purview of any constitutional limitation or provision. No owner
of this Bond shall have the right to compel the taxing powers, if
any, of the Issuer, the State of Indiana or any political sub-
division thereof to pay any principal installments of, premium,
if any, or interest on this Bond. Pursuant to the provisions of
the Agreement, payments sufficient for the prompt payment when
-17-
due of the principal installments of, premium, if any, and
interest on this Bond are to be paid by the Company at the
principal office of the Bank, and all revenues and income
accruing from the repayment of the loan by the Company under the
Agreement and the Note have been duly assigned and pledged to the
Bank for that purpose, under the Bond Ordinance, to secure pay-
ment of the principal installments of, premium, if any, and
interest on this Bond.
The principal installments of this Bond are subject to
redemption prior to maturity by the Issuer in the event that the
Company shall exercise its option to prepay the principal
installments of the Note upon a Determination of Taxability (as
defined in the Bond Ordinance) , as a whole, and not in part, on
any date within sixty (60) days of such a Determination of Tax-
ability, at a redemption price of 100% of the outstanding
.principal amount hereof being redeemed and accrued interest to
the date fixed for redemption, all as provided in Section 7.1 of
the Agreement, together with any amounts due and owing under
Sections 5.9(a) and 7.7 of the Agreement.
The principal installments of this Bond are also
subject to redemption prior to maturity at the option of the
Issuer from any available funds, including funds derived from the
prepayment of the principal installments of the Note (or a
portion thereof) at the option of the Company pursuant to Section
7.2 of the Agreement or borrowed funds, as a whole, or in part in
the inverse order of the maturity of the principal installments
hereof, on any date during which this Bond bears interest at a
rate calculated on the basis of the Prime Rate, at a redemption
price of 100% of the principal amount hereof being redeemed plus
accrued interest to the date fixed for redemption.
The principal installments of this Bond are further
subject to redemption prior to maturity by the Issuer in the
event the Company shall elect to exercise its option to prepay
the principal installments of the Note and to cause the principal
installments of this Bond to be redeemed prior to maturity as
provided in Section 7.3 of the Agreement in the event of damage
to or destruction of or condemnation of the Premises (as defined
in the Bond Ordinance) or certain other events described
therein. As a result of any such event, the principal install-
ments of this Bond shall be subject to redemption prior to
maturity on any date, as a whole, and not in part, at a redemp-
tion price of 100% of the principal amount hereof being redeemed
plus accrued interest to the date fixed for redemption, together
with any amounts due and owing under Section 7.7 of the Agree-
ment.
0:E
The principal installments of this Bond are further
subject to redemption prior to maturity by the Issuer in the
event that any moneys remain in the Construction Fund referred to
in the Bond Ordinance upon receipt by the Bank of a completion
certificate pursuant to Section 3.4 of the Agreement (other than
moneys withheld and used to pay costs of the Project, as set
forth in Section 3.4 of the Agreement) or any moneys remain from
any insurance proceeds or condemnation proceeds after the
completion of the repair, rebuilding, restoration or acquisition
of said Premises after certain events of damage to, destruction
of or condemnation of said Premises. In any such event, the
principal installments of this Bond shall be subject to redemp-
tion prior to maturity on any date within ten (10) days of the
receipt by the Bank of such completion certificate or of the
completion of such repair, rebuilding, restoration or acquisi-
tion, in part in the inverse order of maturity of the principal
installments' thereof, at a redemption price of 1000 of the
principal installments hereof being redeemed and accrued interest
to the date fixed for redemption, together with any amounts due
and owing under Section 7.7 of the Agreement.
The principal installments of this Bond are further
subject to redemption prior to maturity by the Issuer at the
option of the owner of this Bond on December 1, 1994, upon at
least sixty (60) days' written notice from the owner of this Bond
to the Issuer and the Company of its election to cause the
principal installments of this Bond to be so redeemed. As a
result of such event, the principal installments of this Bond are
subject to redemption prior to maturity from funds derived from
the prepayment of the principal installments of the Note by the
Company pursuant to Section 7.5 of the Agreement, as a whole, and
not in part, on the aforesaid date, at a redemption price of 1000
of the principal amount hereof being redeemed plus accrued
interest to the date fixed for redemption, together with any
amounts due and owing under Section 7.7 of the Agreement.
Upon receipt by the Issuer and the Bank of at least
five (5) days' prior written notice from the Company specifying a
date for the prior redemption of the principal installments of
this Bond (or a portion hereof), the Bank shall, to the extent
that amounts are or become available therefor, apply such amounts
on behalf of the Issuer to the redemption of the principal
installments of this Bond (or a portion hereof) in accordance
with the preceding paragraphs. The principal installments of
this Bond (or a portion hereof), if designated for prior redemp-
tion, shall cease to bear interest on the specified redemption
date, provided sufficient funds for their redemption have been
paid to the Bank on such date.
-19-
This Bond is transferable only as a whole by the
registered owner hereof in person or by his attorney duly
authorized in writing at the principal office of the Bank but
only in the manner, subject to the limitations and upon payment
of the charges provided in the Bond Ordinance, and upon surrender
and cancellation of this Bond.. Upon such transfer a substitute
fully registered Bond of the same series, the same outstanding
maturities and interest rate, in the denomination of the unpaid
principal amount hereof, dated as provided in the Bond Ordinance,
will be issued to the transferee in exchange herefor. The Issuer
and the Company may deem and treat the registered owner hereof as
the absolute owner hereof for the purpose of receiving payment of
or on account of principal installments hereof and premium, if
any, hereon and interest due hereon and for all other purposes
and neither the Issuer nor the Company shall be affected by any
notice to the contrary. The owner of this Bond shall give
written notice to the Company of any proposed transfer of this
Bond at least thirty (30) days prior to the date of such proposed
transfer.
In certain events, on the conditions, in the manner and
with the effect set forth in the Bond Ordinance, the principal
installments of this Bond may become or may be declared due and
payable before the stated maturity thereof, together with
interest accrued thereon.
Modifications, alterations or amendments of the pro-
visions of the Bond Ordinance may be made only to the extent and
in the circumstances permitted by the Bond Ordinance.
This Bond is issued with intent that the laws of the
State of Indiana will govern its construction.
IT IS HEREBY CERTIFIED, RECITED AND DECLARED that all
acts, conditions and things required by the Act and the Consti-
tution and the laws of the State of Indiana to happen, exist and
be performed precedent to and in the issuance of this Bond have
happened, exist and have been performed in due time, form and
manner as required by law.
-20-
IN WITNESS WHEREOF, the City of South Bend, Indiana,
has caused this Bond to be signed on its behalf by its Mayor by
his manual or facsimile signature, and attested manually by its
City Clerk, and the official seal of the Issuer to be affixed
hereto, all as of , 19840
(SEAL)
ATTEST:
City Clerk
CITY OF SOUTH BEND, INDIANA
By
Mayor
-21-
SCHEDULE A
PAYMENT RECORD
Principal Balance Interest Authorized
Date Payment Due Payment Official and Title
-22-
CUSTODY AND APPLICATION OF PROCEEDS
OF BOND: CONSTRUCTION FUND
Section 5. There is hereby created and established
with the Bank, which is hereby constituted and appointed as
depositary for the Issuer, a special fund in the name of the
Issuer to be designated "City of South Bend, Indiana Ecomonic
Development Revenue Bond Construction Fund (Clark Information
Technologies-Corporation Project) ". The proceeds received by the
Issuer upon the sale of the Bond shall be deposited in the Con-
struction Fund which shall be held in a separate account by the
Bank, as depositary. Moneys in the Construction Fund shall be
expended in accordance with the provisions of the Agreement, and
particularly Section 3.3 thereof.
The Bank, as depositary, shall keep and maintain
adequate records pertaining to the Construction Fund and all
disbursements therefrom, and after the Project has been completed
and a certificate of payment of all costs filed as provided in
this Section 5, the Bank, as depositary, shall deliver copies of
such records to the Issuer and the Company.
The completion of the Project and payment of all costs
and expenses incident thereto shall be evidenced by the filing
with the Issuer and the Bank of a certificate of the Authorized
Company Representative required by Section 3.4 of the Agree-
ment. Any moneys thereafter remaining in the Construction Fund
shall be applied in accordance with Section 3.4 of the Agreement.
ACQUISITION, CONSTRUCTION AND INSTALLATION OF PROJECT
AND PAYMENT OF AMOUNTS UNDER THE AGREEMENT
Section 6. It is the declared intention of the
Issuer to authorize the disbursement of the proceeds of the Bond
in order to finance a portion of the cost of the acquisition,
construction and installation of the Project by the Company,
pursuant to the Agreement in substantially the form which has
been presented to and is hereby approved by the members of the
Issuer.
The Agreement and the revenues and income thereof,
including all moneys received under its terms and conditions and
the Note therein authorized, are provided to be sufficient to pay
the principal installments of, premium, if any, and interest on
the Bond hereby authorized when due, and are hereby pledged and
ordered paid to the Bank on behalf of the Issuer as specified in
Section 7 hereof. The Agreement provides that the Company shall
remit the required payments in repayment of the loan under the
terms and conditions of the Agreement directly to the Bank on
-23-
behalf of the Issuer for application by the Bank to the payment
of the principal installments of (whether at maturity, by
acceleration, upon redemption prior to maturity or otherwise),
premium, if any, and interest on the Bond, and such provision is
hereby expressly approved.
REVENUES
Section 7. The Bond and all payments required of the
Issuer hereunder are not general obligations of the Issuer, but
are special, limited obligations secured by an assignment and
pledge of the right, title and interest of the Issuer in and to
the Agreement, the Note and the Mortgage (except certain expense
and indemnification payments), pursuant to the Assignment, and
shall be payable by the Issuer solely and only out of the
revenues and income derived from the Agreement and the Note and
as otherwise provided herein.
The Bank is authorized and directed to apply all
amounts available for payment of the principal installments of,
premium, if any, and interest on the Bond to the direct payment
when due of the principal installments of (whether at maturity,
by acceleration, upon redemption prior to maturity or otherwise),
premium, if any, and interest on the Bond, including without
limitation payments as follows: (a) any amount remaining in the
Construction Fund to the extent provided in Section 3.4 of the
Agreement; (b) all payments made on the Note; (c) all prepayments
of principal installments of the Note (or a portion thereof) as
specified in Article VII of the Agreement; and (d) all other
moneys received by the Bank under and pursuant to any of the
provisions of the Agreement, the Note, the Mortgage or the
Assignment which are required or are accompanied by directions
that such moneys are to be applied to the payment of the
principal installments of, premium, if any, and interest on the
Bond.
The Issuer covenants and agrees that should there be a
default under the Agreement, the Issuer shall fully cooperate
with the Bank, as the owner of the Bond, or any other owner of
the Bond to the end of fully protecting the rights and security
of the Bank or such other owner of the Bond. Nothing herein
shall be construed as requiring the Issuer to operate the Project
or to use any funds or revenues from any source other than funds
and revenues derived from the Agreement and the Note (except as
otherwise provided herein).
Any amounts remaining in any fund or paid to the Bank
under the Agreement, the Note, the Mortgage or the Assignment,
after payment in full of the principal installments of, premium,
-24-
if any, and interest on the Bond and the charges and expenses of
the Bank shall be paid to the Company, as provided herein and in
Section 9.5 of the Agreement.
ASSIGNMENT AND MORTGAGE
Section 8. As security for the due and punctual
payment of the principal installments of, premium, if any, and
interest on the Bond hereby authorized, the Issuer hereby assigns
and pledges to the Bank all of its right, title and interest in
and to, including without limitation its rights to all revenues
and income derived by the Issuer pursuant to, the Agreement, the
Note and the Mortgage (except any payment made pursuant to
Section 4.2(b) of the Agreement, relating to the obligation of
the Company to pay reasonable and necessary expenses of the
Issuer, Section 5.3 of the Agreement, relating to indemnification
of the Issuer by the Company, and Section 6.3 of the Agreement,
relating to the obligation of the Company to pay attorneys' fees
and expenses incurred by the Issuer upon a default thereunder)
and all rights and remedies of the Issuer under the Agreement,
the Note and the Mortgage to enforce payment thereof, and as
evidence of such assignment, pledge and security interest.
INVESTMENTS; ARBITRAGE
Section 9. Any moneys held as part of the Construc-
tion Fund created pursuant to Section 5 hereof may be invested or
reinvested on the direction of the Authorized Company Repre-
sentative, in accordance with the provisions of Section 3.5 of
the Agreement. Any such investment shall be held by or under
control of the Bank, as depositary, and shall be deemed at all
times a part of the Construction Fund for which the investment
was made, and the interest accruing thereon and any profit
realized from such investments shall be credited to the Con-
struction Fund, and any loss resulting from such investments
shall be charged to such Construction Fund, which loss shall be
an obligation of the Company as provided in the Agreement.
As and when any amount invested pursuant to this
Section 9 may be needed for disbursement, the Authorized Company
Representative may direct the Bank to cause a sufficient amount
of the investments to be sold and reduced to cash to the credit
of such funds regardless of the loss on such liquidation.
With respect to Section 103 of the Code, the Company
has made certain covenants with the Issuer in Section 3.6 of the
Agreement, and the Company will make certain certifications and
representations with respect to Section 103 of the Code on the
-25-
date of delivery of the Bond, which the Issuer shall accept and
adopt, and the Issuer, acting in reliance on such covenants,
certifications and representations, hereby covenants with the
Bank and any other owner of the Bond that so long as any prin-
cipal installment of, premium, if any, or interest on the Bond
remains unpaid, the members of the Issuer will not take or
authorize the taking of any action which will cause the Bond to
be classified as an "arbitrage bond" within the meaning of
Section 103 of the Code and any regulations promulgated or
proposed thereunder, including without limitation
Section 1.103 -13, Section 1.103 -14 and Section 1.103 -15 of the
Income Tax Regulations (26 C.F.R., Part 1) as the same presently
exist or may from time to time hereafter be amended, supplemented
or revised, or within the meaning of any Federal legislation and
any regulations promulgated or proposed pursuant thereto.
GENERAL COVENANTS
Section 10. The Issuer covenants that it will
promptly cause to be paid solely and only from the source
mentioned in the Bond, the principal installments of, premium, if
any, and interest on the Bond hereby authorized at the place, on
the dates and in the manner provided herein and in the Bond
according to the true intent and meaning hereof and thereof. The
Bond and the obligation to pay interest thereon are special,
limited obligations of the Issuer, secured by the Note of the
Company, the Mortgage and the Assignment and payable as set out
in Section 3 hereof.
The Issuer covenants that it will faithfully perform at
all times any and all covenants, undertakings, stipulations and
provisions contained in this Ordinance, the Bond, the Agreement,
the Mortgage, the Assignment and the Bond Purchase Agreement, and
in all proceedings of the members of the Issuer pertaining
thereto. The Issuer covenants that it is duly authorized under
the Constitution and the laws of the State of Indiana, including
particularly and without limitation the Act, to issue the Bond
authorized hereby and to assign and pledge the revenues and
income hereby assigned and pledged in the manner and to the
extent herein set forth; that all action on its part for the
issuance of the Bond has been or will, before delivery of the
Bond, have been duly and effectively taken, and that the Bond,
when issued and delivered to the Bank, will be a valid and
enforceable special, limited obligation of the Issuer according
to the true intent and meaning thereof.
The Issuer covenants that it will execute, acknowledge
and deliver such instruments, financing statements and other
documents as the Bank or any other owner of the Bond may reason-
-26-
ably require for the better assuring, granting, pledging and
assigning unto the Bank (or such other owner) the right, title
and interest of the Issuer in and to the Agreement, the Note and
the Mortgage, as well as the rights of the Issuer in and to the
required payments of revenues and income pursuant to
Section 4.2(a) of the Agreement and the Note hereby assigned and
pledged to the payment of the principal installments of, premium,
if any, and interest on the Bond. The Issuer covenants and
agrees that, except as herein and in the Agreement provided, it
will not sell, convey, mortgage, encumber or otherwise dispose of
any part of the revenues and income derived from the Agreement
and the Note, or of its right, title and interest in and to the
Agreement, the Note and the Mortgage.
The Issuer covenants and agrees that all books and
documents in its possession relating to the Project and the pay-
ments on the Note and under the Agreement shall at all reasonable
times be open to inspection by the Bank or any other owner of the
Bond or such accountants or other agencies as the Bank or such
owner may from time to time designate.
The Issuer covenants and agrees that it shall, through
the Bank or any other owner of the Bond, enforce all of its
rights and all of the obligations of the Company under the Agree-
ment and the Mortgage for the benefit of the Bank or any other
owner of the Bond. The Issuer shall protect the rights of the
Bank or any other owner of the Bond hereunder with respect to the
assignment and pledge of the revenues and income coming due under
the Agreement and the Note.
EVENTS OF DEFAULT AND REMEDIES
Section 11. If any of the following events occurs it
is hereby defined as and declared to be and to constitute an
"event of default" hereunder:
(a) Default in the due and punctual payment of any
interest on the Bond; provided, however, that the payment of
less than the full amount of interest due on the Bond on any
quarterly interest payment date shall not constitute an
event of default hereunder if the amount of interest paid
shall be the amount of interest which the Bank has advised
the Issuer and the Company is the amount of interest
estimated to be due on such interest payment date.
(b) Default in the due and punctual payment of any
principal installment of or premium, if any, on the Bond,
whether at the stated maturity thereof or upon redemption
prior to maturity or proceedings for the acceleration
thereof.
-27-
(c) An "Event of Default" shall have occurred and be
continuing under the Agreement.
Upon the occurrence of an event of default hereunder
and so long as such event of default is continuing, the Bank or
any other owner of the Bond, by notice in writing delivered to
the Company and the Issuer, may declare the principal install-
ments of the Bond and the interest accrued thereon immediately
due and payable, and such principal installments and interest
shall thereupon become and be immediately due and payable. Upon
any such declaration all payments under the Agreement and the
Note from the Company shall become immediately due and payable as
provided in Section 6.2 of the Agreement.
While any principal installment
interest on the Bond remains unpaid,
exercise any of the remedies available up,
specified in Section 6.2 of the Agreement
the prior written consent of the Bank or
Bond.
of, premium, if any, or
the Issuer shall not
:)n an "Event of Default"
without first obtaining
any other owner of the
Upon the occurrence of an event of default hereunder,
the Bank or any other owner of the Bond may exercise such rights
as exist under the Agreement, the Note, the Mortgage, the
Guaranty, the Assignment or this Ordinance, and may pursue any
available remedy at law or in equity by suit, action, mandamus or
other proceeding to enforce the payment of the principal install-
ments of, premium, if any, and interest on the Bond and to
enforce and compel the performance of the duties and obligations
of the Company as herein and in the Agreement, the Note and the
Mortgage set forth.
No remedy by the terms of this Ordinance conferred upon
or reserved to the Bank (or any other owner of the Bond) is
intended to be exclusive of any other remedy, but each and every
such remedy shall be cumulative and shall be in addition to any
other remedy given to the Bank or any other owner of the Bond
hereunder or now or hereafter existing at law or in equity or by
statute.
No delay or omission to exercise any right, power or
remedy accruing upon any event of default hereunder shall impair
any such right, power or remedy or shall be construed to be a
waiver of any such event of default hereunder or acquiescence
therein; and every such right, power or remedy may be exercised
from time to time as often as may be deemed expedient.
All moneys received pursuant to any right given or
action taken under the provisions of this Section 11 or under the
provisions of Article VI of the Agreement (after payment of the
costs and expenses of the proceedings resulting in the collection
of such moneys and of the expenses, liabilities and advances
incurred or made by the Issuer or the Bank or any other owner of
the Bond) or under the Assignment or the Mortgage, and all moneys
in the Construction Fund at the time of the occurrence of an
event of default hereunder, shall be paid to the Bank on behalf
of the Issuer, and shall be applied to the payment of the prin-
cipal installments, premium, if any, and interest due and unpaid
upon the Bond to the person or persons entitled thereto.
Whenever moneys are to be applied pursuant to the pro-
visions of -this Section 11, such moneys shall be applied to the
payment of the principal installments of, premium, if any, or
interest on the Bond upon payment of such moneys to the Bank.
Whenever all principal installments of, premium, if
any, and interest on the Bond have been paid under the provisions
of this Section 11 and all expenses of the Bank and the Issuer
have been paid, any amounts paid to the Bank and not so applied
shall be paid to the Company pursuant to Section 9.5 of the
Agreement.
The Bank (or any other owner of the Bond) may in its
discretion waive any event of default hereunder and its con-
sequences and rescind any declaration of acceleration of
principal, and in cases of any such waiver or rescission, or in
case any proceeding taken by the Bank on account of any such
event of default shall have been discontinued or abandoned or
determined adversely, then and in every such case the Issuer, the
Company, the Bank and any other owner of the Bond shall be
restored to their former positions and rights hereunder,
respectively, but no such waiver or rescission shall extend to
any subsequent or other event of default hereunder, or impair any
right consequent thereon.
With regard to any default concerning which notice is
given to the Company under the provisions of this Section 11, the
Issuer hereby grants the Company full authority for account of
the Issuer to perform or observe any covenant or obligation
alleged in said notice not to have been performed or observed, in
the name and stead of the Issuer with full power to do any and
all things and acts to the same extent that the Issuer could do
in order to remedy such default.
-29-
SALE OF THE BOND: EXECUTION OF DOCUMENTS
Section 12. (a) The sale of the Bond hereby
authorized to the Bank at a price of $1,550,000 and payment
pursuant to the Bond Purchase Agreement in substantially the form
which has.been presented to the members of the Issuer, is hereby
approved by said members, and the Bond Purchase Agreement in
substantially the form which has been presented to the members of
the Issuer is hereby in all respects authorized, approved and
confirmed.
The Mayor of the Issuer is hereby authorized, empowered
and directed to execute the Bond Purchase Agreement for and on
behalf of the Issuer, and the City Clerk of the Issuer is hereby
authorized, empowered and directed to attest the same and to
affix the official seal of the Issuer thereto, and the Mayor and
the City Clerk are hereby authorized, empowered and directed to
deliver the Bond Purchase Agreement, such Bond Purchase Agreement
to be in substantially the same form as presented to and approved
by the members of the Issuer, or with such changes therein as
shall be approved by the officers of the Issuer executing the
same, their execution thereof to constitute conclusive evidence
of their approval of any and all changes or revisions therein
from the form of a Bond Purchase Agreement presented to and
approved by the members of the Issuer.
(b) The Agreement, the Mortgage and the Assignment in
substantially the form in which the same have been presented to
the members of the Issuer are hereby approved by such members,
and are in all respects authorized, approved and confirmed.
The Mayor of the Issuer is hereby authorized, empowered
and directed to execute the Agreement, the Mortgage and the
Assignment for and on behalf of the Issuer, and the City Clerk of
the Issuer is hereby authorized, empowered and directed to attest
the same and to affix the official seal of the Issuer thereto,
and the Mayor and the City Clerk are hereby authorized, empowered
and directed to deliver the Agreement, the Mortgage and the
Assignment, such Agreement, Mortgage and Assignment to be in
substantially the same form as presented to and approved by the
members of the Issuer, or with such changes therein as shall be
approved by the officers of the Issuer executing the same, their
execution thereof to constitute conclusive evidence of their
approval of any and all changes or revisions therein from the
form of Agreement, Mortgage and Assignment presented to and
approved by the members of the Issuer.
-30-
PERFORMANCE PROVISIONS
Section 13. The Mayor and the City Clerk, for and on
behalf of the Issuer be, and each of them hereby is, authorized
and directed to do any and all things necessary to effect the
performance of all obligations of the Issuer under and pursuant
to this Ordinance, the advancement of the loan, the execution and
delivery of the Bond and the performance of all other acts of
whatever nature necessary to effect and carry out the authority
conferred by this Ordinance. The Mayor and the City Clerk of the
Issuer be, and they are hereby, further authorized and directed
for and on behalf of the Issuer, to execute all papers,
documents, certificates and other instruments that may be
required for the carrying out of the authority conferred by this
Ordinance or to evidence said authority and to exercise and
otherwise take all necessary action to the full realization of
the rights, accomplishments and purposes of the Issuer under the
Agreement, the Mortgage, the Assignment and the Bond Purchase
Agreement and to discharge all of the obligations of the Issuer
thereunder.
DOCUMENTS ON FILE
Section 14. Pursuant to th.e provisions of Indiana
Code 36- 1 -5 -4, two copies of all documents incorporated in this
Ordinance by reference are on file in the office of the City
Clerk for public inspection.
NOTICES
Section 15. All notices, certificates or other
communications shall be sufficiently given and shall be deemed
given when the same are (i) deposited in the United States mail
and sent by first class mail, postage prepaid, or (ii) delivered,
in each case to the parties at the following addresses or such
other address as a party may designate by notice to the other
parties: if to the Issuer, ,at County -City Building, South Bend,
Indiana 46601, Attention: Mayor; if to the Bank, at P.O. Box
755, 111 West Monroe Street, Chicago, Illinois 60690,
Attention: Sharon P. Walsh, Vice President; and if to the
Company at 1200 Niles /Buchanan Road, Buchanan, Michigan 49107,
Attention: Robert L. Barrett.
-31-
RESOLUTION A CONTRACT; PROVISIONS FOR
MODIFICATIONS, ALTERATIONS AND AMENDMENTS
Section 16. The provisions of this Ordinance shall
constitute a contract between the Issuer and the owner of the
Bond hereby authorized; and after the issuance of the Bond, no
modification, alteration, amendment or supplement to the pro-
visions of this Ordinance shall be made in any manner except with
the written consent of the Bank or any other owner of the Bond
until such time as all principal installments of, premium, if
any, and interest on the Bond shall have been paid in full.
SATISFACTION AND DISCHARGE
Section 17. All rights and obligations of the Issuer
and the Company under the Bond, this Ordinance, the Agreement,
the Note, the Mortgage, the Assignment and the Bond Purchase
Agreement shall terminate and such instruments shall cease to be
of further effect, and the Bank or any other owner of the Bond
shall surrender the Bond, cancel the Bond, deliver the cancelled
Bond to the Issuer, deliver a copy of the cancelled Bond to the
Company and assign and deliver to the Company any moneys required
to be paid to the Company under Section 7 hereof when:
(a) all expenses of the Issuer and the Bank required
or permitted to be paid pursuant to this Ordinance, the
Agreement, the Note, the Mortgage, the Assignment and the
Bond Purchase Agreement shall have been paid;
(b) the Issuer and the Company shall have performed
all of their covenants and promises in the Bond, this
Ordinance, the Agreement, the Note, the Mortgage, the
Assignment and the Bond Purchase Agreement; and
(c) all principal installments of, premium, if any,
and interest on the Bond have been paid.
SEVERABILITY
Section 18. If any section, paragraph, clause or
provision of this Ordinance shall be ruled by any court of
competent jurisdiction to be invalid, the invalidity of such
section, paragraph, clause or provision shall not affect any of
the remaining sections, paragraphs, clauses or provisions hereof.
-32-
CAPTIONS
Section 19. The captions or headings of this
Ordinance are for convenience only and in no way define, limit or
describe the scope or intent of any provision of this Ordinance.
PROVISIONS IN CONFLICT SUPERSEDED
Section 20. All other ordinances, resolutions and
orders, or parts thereof, in conflict with the provisions of this
Ordinance are, to the extent of such conflict, hereby super-
seded. This Ordinance shall be in full force and effect upon its
adoption.
APPROVAL
Section 21. We hereby approve the issue of the Bond
in compliance with the Tax Equity and Fiscal Responsibility Act
of 1982.
tuber of the Co Council
FILED IN mars omm
NOV 1 4 1984
Irene Gammon
OTY QUK, SOUTH BEND, IND.
ist READING //—/y
PUBLIC HEARING IQ__?_
2nd READING /C9-.7- d* V
NOT APPROVED -33-
REFERRED
PASSED,