HomeMy WebLinkAboutAuthorizing $600,000 Economic Development Revenue Bonds - Jackel Inc ProjectORDINANCE No 6711 -79
Passed by the Common Council of the City of South Bend, Indiana_
ember 17 19 79
IRENE K. GAMMON
-'1
Presented by me to the Mayor of the City of South Bend, Ind'ana
December 18 �9 79
Clerk
Of Common Council
Clerk
IRENE K. GAMMON
Approved and signed by me /9 19-2-L
Mayor
11/27/79
BILL NO.
ORDINANCE NO.
AN ORDINANCE AUTHORIZING THE ISSUANCE OF
$600,000 ECONOMIC DEVELOPMENT REVENUE BONDS
(JACKEL, INC. PROJECT) OF THE CITY OF
SOUTH BEND, INDIANA FOR THE PURPOSE OF
FUNDING A LOAN TO JACKEL, INC. IN ORDER TO
FINANCE THE ACQUISITION AND INSTALLATION
OF CERTAIN INDUSTRIAL MANUFACTURING EQUIPMENT
FOR USE BY JACKEL, INC. IN ST. JOSEPH COUNTY,
INDIANA: AUTHORIZING EXECUTION OF THE LOAN
AGREEMENT AND TRUST INDENTURE AND SECURITY
AGREEMENT AND AUTHORIZING THE TERMS AND SALE
OF SAID BONDS.
STATEMENT OF PURPOSE OF INTENT
The City of South Bend, Indiana, (hereinafter called the
"City ") is a municipal corporation and political subdivision of
the State of Indiana and by virtue of I.C. 18- 6 -4.5 -1 through
18- 6- 4.5 -29, inclusive, as amended (hereinafter called the "Act ") is
authorized and empowered to acquire economic development facilities
as those words are defined in the Act and to make direct loans to
Users for the acquisition and construction of the economic development
facilities to overcome insufficient employment opportunities and in-
sufficient diversification of industry in and near the City and to
promote the general economic welfare of the area in and near the City
and to issue its economic development revenue bonds to pay all costs of
acquisition or construction of such economic development facilities,
including engineering, legal fees, and all other expenses relating
thereto, including the costs of issuing the bonds and to secure said
bonds pursuant to a Loan Agreement; and,
Jackel, Inc. (the "User ") is a corporation for profit organized
and existing under the laws of the State of Indiana, with its principal
office located in St. Joseph County, Indiana, and duly qualified to
conduct business in the State of Indiana; and,
The User has agreed to acquire and install economic development
facilities within the limits of the County of St. Joseph in the State
of Indiana and thereby create new employment opportunities and provide
diversification of economic development in and near the area of the
City, and make payments pursuant to the Loan Agreement evidencing
its loan obligations in an amount or amounts sufficient to pay the
principal of, premium, if any, and interest on the economic development
revenue bonds hereinafter authorized; and,
11/27/79
The Common Council of the City, (the "Common Council "), has
heretofore, by Ordinance No. 5240.70 and pursuant to I.C. 1971,
18 -6 -4 -1 through 18- 6 -4 -28, inclusive, created the South Bend
Economic Development Commission (the "Commission ") and the members
of the Commission have been duly appointed and qualified pursuant
to law and the Commission has organized and undertaken the duties
imposed upon it by the Act and has found by written resolution that
because of existing insufficient employment opportunities and in-
sufficient diversification of industry, the economic welfare of the
City would be benefitied by financing the acquisition of economic
development facilities for and on behalf of the User; and
The Commission has, by such resolution, approved a report
estimating the public services which would be made necessary or
desirable, the expense thereof, the number of jobs, the estimated
payroll on account of the acquisition of the economic development
facilities and the cost of the economic development facilities and
has submitted such report to the Area Plan Commission of St. Joseph
County, Indiana; and,
After giving notice in accordance with the Act, the Commission
held a public hearing on the proposed financing and adopted a resolu-
tion finding the proposed financing complies with the purposes and
provisions of the Act, approving the financing and approving the
final form and terms of the economic development revenue bonds
proposed to be issued by the City for the purpose of funding a
direct loan from the City to the User to finance the cost of acquir-
ing and installing certain industrial manufacturing equipment, the
Loan Agreement and Trust Indenture and Security Agreement, which
resolution and other instruments and information pertaining to
the proposed financing have been transmitted to the Common Council
of the City by the Secretary of the Commission; and,
Pursuant to the Act, this Common Council has adopted a
resolution finding that the proposed financing of the acquisition
of such economic development facilities by the User will be of bene-
fit to the economic welfare of the City of South Bend and to the
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11/26/79
County of St. Joseph, approving the proposed financing and author-
izing the issuance by the City of $600,000 principal amount of
economic development revenue bonds, (Jackel, Inc. Project) (the
"Bonds ") payable solely from the sources, having such terms and
provisions and secured as provided by the Loan Agreement and Trust
Indenture (hereinafter called "the "Loan Agreement ") between the
City and the First Bank and Trust Company of South Bend, Indiana,
(the "Trustee ").
NOW, THEREFORE, BE IT ORDAINED BY THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND, INDIANA, AS FOLLOWS:
Section 1. Public Benefits:
The Common Council of the City
hereby finds and determines that the industrial manufacturing equip-
ment to be acquired and installed with the proceeds of the bonds herein
authorized are "economic development facilities" as that phrase is
used in the Act and that acquisition and construction of the Project
will increase employment opportunities and increase diversification of
economic development in and near the City, will improve and promote
the economic stability, development and welfare of the area in and
near the City and will encourage and promote the expansion of in-
dustry, trade and commerce in the area in and near the City and the
location of other new economic development facilities in such area.
Section 2. Findings: The Common Council hereby finds that
this Ordinance (the "Bond Ordinance ") is of public benefit to the
economic welfare of the City and County by tending to overcome the
deficiencies previously found to exist, to -wit: insufficient employ-
ment opportunities and insufficient diversification of economic develop-
ment, and that such benefit is greater than the cost of public facili-
ties (as that phrase is defined in the Act) which will be required by
the Project and further that the proposed financing will be of
benefit to the welfare of the City and complies with the purposes
and provisions of the Act.
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11/26/79
Section 3.. Authorization of $600,000 Economic Development
Revenue Bonds: In order to pay the cost of acquiring and installing
the industrial manufacturing equipment included in the Project,
there are hereby authorized to be issued, sold and delivered
$600,000 aggregate principal amount of the Bonds. It is hereby
recognized that pursuant to the terms of the Agreement, any balance
of the cost of the Project will be paid for by the User.
Section 4. Definitions: In addition to the words and terms
defined in this Bond Ordinance, the words and terms used in this
Bond Ordinance shall have the meanings set forth in the Loan Agreement
unless the context or use indicates another or different meaning or
intent and the form of the Bonds and the form of the Loan Agreement,
which forms are before the meeting, are hereby incorporated by
reference in this Bond Ordinance and the Clerk is hereby directed
to insert them into the minutes of the Common Council and to keep
them on file.
Section 5. Terms of the Bonds: The
of the Bonds that may be issued is hereby
$600,000. The terms of the Bonds will be
Loan Agreement and such terms are adopted
approval of the Loan Agreement.
The Bonds are limited obligations of
total principal amount
expressly limited to
such as set forth in the
herein by reference and by
the City, payable
solely from payments of principal, premium, if any, and interest
made by the User pursuant to the Loan Agreement, except to the extent
that the principal of, premium, if any, and interest on the Bonds may
be paid out of money attributable to Bond proceeds or from temporary
investments, or from other moneys, if any, accruing to the Trustee
for the benefit of the bondholders. The Loan Agreement shall equally
and ratably secure all outstanding Bonds, except that so long as
there is no event of default under the Agreement, payments by the
User shall be used by the Trustee to make like payment of principal
of, or premium or interest on, the Bonds.
By the Loan Agreement, the City will assign to the Trustee the
City's rights under the Agreement, including the right of the City
to receive payments thereunder, all as security for the payment of
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11/26/79
the Bonds. The Bonds will be secured as provided in the Loan
Agreement, and the terms of said instrument is adopted herein by
reference and by approval of the instruments.
The Loan Agreement and documents executed thereunder will con-
stitute the sole security for the Bonds. The Bonds and the interest
thereon shall be a valid claim of the respective holders only against
the Bond Fund created under the Loan Agreement and other moneys held
by the Trustee. The City will have no ownership interest in the
Project.
The Bonds do not and shall never constitute an indebtedness of,
or a charge against the general credit or taxing power of the City.
Section 6. Sale of the Bonds:
The Mayor and the Clerk of
the City are hereby authorized and directed to sell the Bonds to
the First Bank and Trust Company of South Bend, Indiana, at a price
of par, plus accrued interest from the date of the Bonds to the date
of delivery and payment therefor.
Section 7. Indenture: The form and terms of the Loan Agreement
and the Security Agreement pertaining to Jackel, Inc. Project and
the issuance of the industrial development revenue bonds pursuant
thereto are hereby approved and adopted. Said forms of Loan Agreement
and Security Agreement and Industrial Development Revenue Bond which
are on file are hereby incorporated by reference into this Ordinance
and said form shall be inserted into the minutes of the Common Council
of the City of South Bend, Indiana and shall be kept on file by the
City Clerk of South Bend, Indiana.
Section 8. General: The Mayor and Clerk be, and they each
hereby are, authorized and directed, in the name of and on behalf
of the City to execute any and all instruments, perform any and all
acts, approve any and all matters, and do any and all things deemed
by them, or any of them, to be necessary or desirable in order to
carry out the purposes of this Bond Ordinance (including the pre-
ambles hereto), the acquisition and installation of the Project by
the User, the issuance and sale of the Bonds, and the securing of
the Bonds under the Loan Agreement.
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11/27/79
Section 9. Effective Date: This Bond Ordinance shall be in
full force and effect from and after its passage and approval as
provided by law.
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1st READ;'NG ;25;7
wUBLIC HEARING 169— / '7 -2
2nd READING
NOT APPR0,VjW,
REFERRER ��
PASSED
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Irene. LReminTon
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: - U'ERX, SOLI'M 8EPID' (NV,
CITY of SOUTH BEND
PETER I NEMETH, Mayor
SOUTH BEND, INDIANA 46601
Economic Development Commission 230 West Jefferson Boulevard
(219) 234 -0051
Jerry Hammes, President
Frank Horvath, Vice- President
Walter A. Mucha, Secretary
Kenneth P. Fedder, Counsel
Members of the South Bend Common Council
County - City Building
South Bend, Indiana 46601
RE: Revenue Bond Application
JACKEL, INC., an Indiana Corporation, PROJECT
Dear Councilmen:
The South Bend Economic Development Commission has
received an application from JACKEL, INC., an Indiana
Corporation, for the issuance of a Revenue Bond issue in
the amount of $600,000.00 for the acquisition and
installation of industrial manufacturing equipment to be
located in the facilities at 15314 Harrison Road, Penn
Township, Mishawaka, St. Joseph County, Indiana.
With the additional equipment in the existing facility,
there will be created approximately 8 new jobs with an
estimated payroll of approximately $108,000.00, annually.
I am enclosing herewith a proposed form of Inducement
Resolution, which I would ask that you place on your agenda
under Resolutions for December 3, 1979, and a proposed form
of Ordinance which I would ask that you schedule for first
reading on December 3, 1979, with an anticipated public
hearing on December 17, 1979.
Hawq tiN9 F.ti?az �P�
FILE
KPF /mb
Irene G'ron
CITY CLERK, SN"R) BUNT J, INN.
pectfully yours,
P. FEDDER
ATTORNEY FOR THE SOUTH BEND
ECONOMIC DEVELOPMENT COMMISSION