HomeMy WebLinkAboutAuthorizing $10,000,000 Revenue Obligations Rahn Proeprties IIORDINANCE No 6605 -79
Passed by the Common Council of the City of South Bend, Indiana_
July 9
1979
IRENE K. GAMMON
Presented by me to the Mayor of the City of South Bend, Indiana
Approved and signed by
City Clerk
July 10 �9 79
of Common Council
IRENE K. GAMMON
19-n
Clerk
ORDINANCE N0. (,0 .>
AN ORDINANCE AUTHORIZING THE ISSUANCE AND SALE OF
$10,000,000 REVENUE OBLIGATIONS OF THE CITY OF
SOUTH BEND, INDIANA, FOR THE PURPOSE OF MAKING A
LOAN TO RAHN PROPERTIES II IN ORDER TO FINANCE THE
ACQUISITION AND CONSTRUCTION OF CERTAIN ECONOMIC
DEVELOPMENT FACILITIES; AUTHORIZING EXECUTION OF
A LOAN AGREEMENT, INDENTURE OF TRUST, BOND PURCHASE
AGREEMENT AND OTHER DOCUMENTS IN CONNECTION THERE-
WITH.
BE IT ORDAINED BY THE COMMON COUNCIL OF THE CITY OF
SOUTH BEND, INDIANA, AS FOLLOWS:
Section 1. Preliminary Statement. The following recitals
establish the background for the financing authorized hereby:
(a) The City of South Bend Indiana (hereinafter called
the "City "), by virtue of Indiana Code 18- 6 -4.5, as amended (herein-
after called the "Act "), is authorized and empowered to make direct
loans to users for the acquisition and construction of economic
development facilities as defined in the Act to overcome insufficient
employment opportunities and insufficient diversification of business,
commerce and 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
revenue obligations to obtain funds to make such loan and to secure
said revenue obligations pursuant to a trust indenture by the pledge
of one or more notes of the user.
(b) Rahn Properties II (the "Partnership "), of partnership
organized and existing under and by virtue of the laws of Indiana,
has agreed to acquire and construct a hotel and related facilities
(the "Project ") which is an "economic development facility" as
defined in the Act.
(c) The Project is located in the City and will create
new employment opportunities and provide expansion and diversification
of business, commerce and industry in and near the City.
(d) The City proposes to loan to the Partnership the
proceeds of sale of the revenue obligations hereinafter authorized,
and the Partnership has agreed to make payments on its notes
evidencing its loan obligations in amounts sufficient to pay the
principal of and interest and premium, if any, on such revenue
obligations.
(e) The South Bend Economic Development Commission (the
"Commission"), which is functioning and operating under the Act,
(1) has found by written resolution that because of existing insuf-
ficient employment opportunities and insufficient diversification
of business, commerce and industry, the economic welfare of the
City would be benefited by financing costs of acquisition and
construction of the Project; (2) has 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 and construction of the Project and the cost
thereof, (3) has submitted such report to the plan commission and
school corporation having jurisdiction over such facilities, and
(4) has, after giving notice in accordance with the Act, held a
public hearing on the proposed financing and adopted resolutions
finding the proposed financing benefits the economic welfare of
the City and complies with';the_ purposes and provisions of the Act
and approving the financing and the proposed form and terms of
such revenue obligations and other financing instruments herein
identified, which resolution and other instruments and information
pertaining to the proposed financing have been transmitted to the
Common Council of the City..
Section 2. Public Benefits and Findings. The Common
Council of the City hereby finds and determines that the Project
as described in Exhibit A to the Loan Agreement between the City
and the Partnership (the 11Loan Agreement ") to be acquired and
constructed in part with the proceeds of $10,000,000 principal
amount Economic Development Revenue Bonds, Series A (Rahn Properties
II Project) (the "Series A Bonds "), in part with the proceeds of
an Urban Development Action Grant received by the City pursuant to
Section 119 of the Housing and Community Development Act of 1974
and in part from funds of the Partnership are "economic development
facilities" as that phrase is used in the Act; that acquisition
and construction of the Project will increase employment opportuni-
ties and increase diversification of business, commerce and industry
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 industry, trade and commerce
in the area in and near the City and the location of other new
commercial and business facilities in such area;. and that this
Ordinance complies with the purposes and provisions of the.A-et -.:and
is of public benefit to the economic welfare of the City by tending
to overcome the deficiencies previously found to exist, to wit:.
insufficient employment opportunities and insufficient diversifica-
tion of business, commerce and industry, and that such benefit is
greater than the cost of public facilities (as that phrase is defined
in the Act) which will be required by the Project.
Section 3. Authorization of Series A Bonds. In order to
pay costs of acquiring and constructing the Project, including
interest on the Series A Bonds during the period of construction,
there are hereby authorized to be issued, sold and delivered
$10,000,000 aggregate principal amount of the Series A Bonds.
Pursuant to the terms of the Loan Agreement, any balance of the
cost of the Project not paid for out of the proceeds of the
Series A Bonds or Urban Development Action Grant Funds will be
paid for by the Partnership..
Section 4. Terms for the Series A Bonds. The Series A
Bonds shall bear interest at the rate of -1/2% per annum
payable on the first day of each _month until completion of the Project
and thereafter shall be payable as to both principal and interest
in the monthly amount of $76,750 until 30 years from the first day
of the month in which initially issued and delivered when the entire
unpaid balance will mature.
The Series A Bonds shall be dated, shall be in such form,
shall be in such denominations, shall be payable in such medium of
MPAS
payment and at such place or places,
tion at the times and in the manner,
higher rates and shall contain such
vided in the Indenture of Trust (the
and a state or national bank located
the purchaser of the Series A Bonds.
shall be subject to redemp-
shall bear interest at such
other provisions as are pro -
"Indenture ") between the City
in Indiana and approved by
The Series A Bonds shall be executed on behalf of the City
with the official manual or facsimile signature of the Mayor and
attested with the official manual or facsimile signature of the City
Clerk and the corporate seal of the City or a facsimile thereof
shall be impressed or imprinted thereon.
The Series A Bonds are limited obligations of the City
payable solely from payments of principal, premium, if any, and
interest made by the Partnership on the Series A Note in the form
attached as Exhibit B to the Loan Agreement, except to the extent
that the principal of, premium, if any, and interest on the Series A
Bonds may be paid out of money attributable to Series A Bond proceeds
or from temporary investments, or from other moneys, if any, accruing
to the Bond Trustee for the benefit of the bondholders. The Series A
Bonds do not and shall newer constitute an indebtedness of, or a
charge against the general credit or taxing power of, the City.
By the Indenture, the City will assign or pledge to the
Trustee the City's rights under the Loan Agreement, including the
right of the City to receive payments under the Series A Note, all
as security for the payment of the Series A Bonds.
Section 5. Indenture. In order to secure payment of
the principal of and interest on the Series A Bonds, the Mayor and
City Clerk shall execute, acknowledge and deliver in the name and
on behalf of the City the Indenture to be dated as of the first
day of the month in which the Series A Bonds are issued and in
substantially the form submitted to the Common Council and before
the meeting at which this Ordinance is adopted,, which is hereby
approved in all respects..
Section 6. Loan Agreement. In order to provide for the
loan of the proceeds of sale of the Series A Bonds to the Partner-
ship and to provide for the payment by the Partnership of an amount
sufficient to pay the principal of and premium, if any, and interest
on the Series A Bonds, the Mayor and City Clerk shall execute,
acknowledge and deliver in the name and on behalf of the City the
Loan Agreement to be dated as of the first day of the month in
which the Series A Bonds are issued and in substantially the form
submitted to this Common Council and before the meeting at which
this Ordinance is adopted, which is hereby approved in all respects.
Section 7. Acceptance of Series A Note of Partnership.
In connection with the Series A Bonds, the City accepts as security
for such Series A Bonds the Series A Note in substantially the form
attached as Exhibit B to the Loan Agreement.
Section 8. Sale. The Series A Bonds shall be sold to
the Aetna Casualty and Surety Company, Hartford, Connecticut, pur-
suant to a Bond Purchase Agreement in substantially the form before
the meeting of the Common Council at which this Ordinance is adopted
at a price of 100% of the principal amount thereof plus accrued in-
terest, if any. The Mayor and City Clerk are authorized to execute
and deliver such Bond Purchase Agreement in substantially the form
before the meeting at which this Ordinance is adopted.
-3-
Section 10. Tax Election. The City elects to have the
provisions of Section 103 b D of the Internal Revenue Code of
1954, as amended, apply to the Series A Bonds and the Mayor and City
Clerk, or either of them, are authorized and directed to make such
election prior to the issuance and delivery of the Series A Bonds
in accordance with the applicable regulations or procedures of the
Internal Revenue Code..
Section 11. General. The Mayor, City Clerk and City
Controller be and they are each hereby 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
Ordinance.
Section 12. Effective Date. This Ordinance shall be in
full force and effect from and after its passage and approval
as provided by law.
ATTEST:
w
Pres ng fficer of the Common Council
F1I signed only to provide an
opportunity for public discussion
City Clerk and Council action on the issue.
1979. Presented to the Mayor this day of
ATTEST:
Approved this day of
City Clerk
City Clerk
1979•
. .. ....... ..........
Mayor, City of South Bend, Indiana
-4- JUL 3 1079
1st READING �` 9 Irene Ciauj
PUBLIC HEARING Aq -i c CITY CLERK, SOU TN I�N�
trod READING �� 7
NOT APPROVED
REFERRED
PASSED ;2_ S � � �! • �w#.ep
Economic Development Commission
Jerry Hammes, President
Frank Horvath, Vice- President
Walter A. Mucha, Secretary
Kenneth P. Fedder, Counsel
CITY of SOUTH BEND
PETER J. NEMETH, Mayor
SOUTH BEND, INDIANA 46601
Common Council of the
City of South Bend
County -City Building
South Bend, Indiana
July 3, 1979
JUL 3 119
Irene Gammon
CITY CLERK, SoLiT +j
Re: City of South Bend, Indiana
$10,000.00 Economic Development Revenue Bonds,
Series A (Rahn Properties II Project)
Gentlemen:
230 West Jefferson Boulevard
(219) 234 -0051
Pursuant to the provisions of Indiana Code 18- 6- 4.5 -17,
there are enclosed:
1. Resolution adopted on June 18, 1979 by the South
Bend Economic Development Commission which includes a re-
port on the proposed financing of economic development
facilities, which report has been submitted to the plan
commission and school corporation having jurisdiction
where the facilities are to be located.
2. Resolution adopted on June 29, 1979 by the South
Bend Economic Development Commission after a public hearing
on the proposed financing of such economic development
facilities approving the proposed financing and approving
the form and terms of Economic Development Revenue Bonds,
Loan Agreement, Indenture of Trust, Bond Purchase Agreement
and Bond Ordinance.
3. Copies of each of the financing documents re-
ferred to in the preceding paragraph.
The South Bend Economic Development Commission requests
that you consider these enclosures and the proposed financing con-
templated thereby and take such additional action as is necessary
to complete such financing.
SOUTH BEND ECONOMIC DEVELOPMENT COMMISSION
By )
Secret ry