HomeMy WebLinkAboutAuthorizing issuance of revenue bonds to evidence a loan from the industrial development fund of the state for BoschORDINANCE No.
Passed by the Common Council of the City of South Bend, Indiana
September 24, 01
20
Attest:
Attest: ~~~
Presented by me to the Mayor of the City of Soutlz Bend, Indiana
SPntPmber 5, 20 01
City Clerk
President of Common Council
City Clerk
Approved and signed by me September 26, Z0 01
Mayor
ORDINANCE NO. l ~ ~~ ' ~`
AN ORDINANCE OF THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND, INDIANA, AUTHORIZING THE
ISSUANCE OF REVENUE BONDS TO EVIDENCE A LOAN
FROM THE INDUSTRIAL DEVELOPMENT FUND OF
THE STATE OF INDIANA RELATING TO THE ROBERT
BOSCH CORPORATION RETENTION PROJECT
(CITY OF SOUTH BEND, INDIANA, REVENUE BONDS,
SERIES 2001E)
STATEMENT OF PURPOSE AND INTENT:
The City of South Bend, Indiana (the "City") has previously determined to offer
certain assistance to Robert Bosch Corporation ("Bosch") in order to induce Bosch to retain and
expand its facility in the City. Accordingly, the City and Bosch have agreed to undertake certain
activities in connection with the acquisition, demolition, construction, rehabilitation, and
environmental remediation of certain property (the "Property") which Bosch formerly leased from
Honeywell (formerly known as Allied Signal), including infrastructure and other site improvements
(the "Project") and have memorialized their intentions in an Agreement for the Use and
Rehabilitation of Real Property (the "Agreement")and Real Properly Lease Agreement (the "Lease")
(the "Agreement" and the "Lease" sometimes collectively referred to herein as the "Project
Documents"). The Agreement provides that the City and Bosch will undertake the Project in return
for Bosch's commitment to meet certain levels of employment. In addition, the City has acquired
the Property and the City and Bosch have entered into the Lease pursuant to which Bosch will lease
the Property from the City.
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In order to finance the costs associated with the Project, the City has previously
submitted an application (the "Application") in order to borrow the aggregate principal amount of
One Million Dollars ($1,000,000) (the "Loan") from the Industrial Development Loan Fund
administered by the Indiana Department of Commerce (the "IDLF") and proposes to issue revenue
bonds (the "Bonds") of the City to evidence the Loan. Pursuant to the terms of the agreement which
shall evidence the Loan (the "Loan Agreement"), the IDLF requires that the City execute and deliver
a mortgage granting to the IDLF a security interest in the Property (the "Mortgage"). This Common
Council has previously approved the submission of the Application for the Loan as well as the
pledge of certain revenues payable by Bosch to the repayment thereof. The Common Council desires
to modify such pledge in order to provide for the pledge of such revenues for the Prior Bonds (as
defined herein).
To repay the Loan, the City will use certain sums payable by Bosch to the City
pursuant to the terms of the Agreement (the "Bosch Funds"). In addition, the Redevelopment
Commission (the "Commission") has adopted a resolution agreeing to consider the use of available
tax increment revenues from the Airport Economic Development Area (the "TIF Revenues") to repay
the Loan in the event that the Bosch Funds are insufficient for such purpose. It is intended that the
City shall have no other obligation with respect to the payment of principal of or interest on the Loan
other than (i) the Bosch Funds or (ii) if Bosch fails to make such payments or if such funds are
insufficient to repay the Bonds, from the TIF Revenues. The Bonds which shall evidence the Loan
shall constitute a limited obligation of the City payable solely from the Bosch Funds. Neither the
full faith and credit nor the taxing power of the City is pledged to the payment of the principal of and
the interest on the Bonds.
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NOW, THEREFORE, BE IT ORDAINED BY THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND AS FOLLOWS:
Section 1. The Common Council of the City (the "Common Council") hereby
determines to issue the Bonds to evidence the Loan pursuant to I.C. 36-4-6-19 (the "Act") for the
purposes set forth in the Application. The Common Council hereby approves of and ratifies the
execution and filing by the City of an application with the IDLF for the purpose of requesting that
the IDLF make the Loan. The City shall use the proceeds of the Loan solely for the purpose of
reimbursing a portion of the purchase price for the Property as set forth above.
Section 2. The Common Council hereby authorizes the issuance of the Bonds in
the form of the Loan in an aggregate principal amount not to exceed One Million Dollars
($1,000,000). The Bonds shall be designated as the "City of South Bend, Indiana, Revenue Bonds,
Series 2001E (Robert Bosch Corporation Project)." The Bonds shall be issued in fully registered
form in the denomination of $1.00 or integral multiples thereof not exceeding the aggregate principal
amount of the Bonds to be issued. Principal of and interest on the Bonds shall be paid pursuant to
the schedule set forth as an exhibit to the Bonds. Interest shall be calculated on the basis of a 360-
day year. The Bonds shall be sold by private, negotiated sale at a price of par to the IDLF pursuant
to the Loan Agreement. The Bonds shall be dated and have an original issuance date as of the date
of the Loan. The Bonds shall mature on a date not later than fifteen (15) years from the date of
original issuance thereof and shall bear interest at a rate not to exceed three percent (3.0%) per
annum. The Bonds maybe redeemed by the City in whole and not in part on any date at par plus
accrued interest to the redemption date. The Bonds shall be issued junior to the City's Revenue
Bonds, Series 2001 C and Series 2001 D (Robert Bosch Corporation Project) (the "Prior Bonds")
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to be issued on even date with the Bonds with respect to the pledge of the Bosch Funds and the
Mortgage (as set forth herein).
The Clerk of the City is hereby appointed as registrar (the "Registrar") for the Bonds
and is hereby charged with the responsibility of authenticating the Bonds. The Registrar shall keep
and maintain at its principal office books for the registration of the Bonds. The Bonds shall be
transferrable or exchangeable only upon the bond register by the registered owner thereof in person,
or by his attorney duly authorized in writing, upon surrender of such Bond together with a written
statement of transfer or exchange satisfactory to the Registrar duly executed by the registered owner,
or his attorney duly authorized in writing, and thereupon a new fully registered Bond in the same
aggregate principal amount and of the same maturity shall be executed and delivered in the name of
the transferee or transferees or the registered owner, as the case maybe, and in exchange therefor.
Section 3. The Bonds to be issued by the City to evidence the Loan shall be
secured by the Mortgage, subject to the prior lien of the Prior Bonds. The City hereby pledges the
Mortgage subject to the senior lien of the Prior Bonds to secure the payment of the principal of and
interest on the Bonds when due. The City further pledges the Bosch Funds subject to the senior lien
of the Prior Bonds for the purpose of paying the principal of and interest on the Bonds.
Section 4. The Mayor and the Clerk of the City are hereby authorized and
directed to execute, attest, and deliver and the Clerk is hereby authorized to affix the seal on, when
and if appropriate, the Loan Agreement and the Mortgage together with any documents, instruments,
or certificates they deem necessary or appropriate upon the advice of counsel to complete the
transactions contemplated herein. The Bonds shall be executed in the name of the City by the
manual or facsimile signature of the Mayor of the City, and attested by the manual or facsimile
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signature of the Clerk of the City, who shall cause the official seal of the City to be impressed or a
facsimile thereof to be printed on the Bonds. Subject to the provisions for registration, the Bonds
shall be negotiable under the laws of the State of Indiana.
Section 5. Ordinance No.9154-00, passed by this Common Council on October
23, 2000, is repealed to the extent that the pledge of Bosch Funds, as defined therein, is inconsistent
with the pledge of Bosch Funds and the junior position of the IDLF with respect thereto, all as set
forth herein.
Section 6. This Ordinance shall be in full force and effect from and after its
passage by the Common Council and approval by the Mayor and shall not be repealed or amended
in any manner which would serve to adversely affect the Loan or the funds identified herein which
shall serve to repay the Loan.
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COMMON COUNCIL OF THE CITY OF
SOUTH BEND, INDIANA
By:
Member of the Common Co ci
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Filed 6n C6~~'e:'~ ~f~@c~
LORFlTTA J. OU-~A
ClTlf CLEFll~, ~lO. E3EPE0,lty.
COMMITTEE REPORT
TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND:
Your Committee of the Whole, to whom was referred:
BILL NO.
89-01 A BILL OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND,
INDIANA, APPROPRIATING THE PROCEEDS DERIVED FROM THE
ISSUANCE OF BONDS HERETOFORE AUTHORIZED TO BE ISSUED AND
DESIGNATED AS "CITY OF SOUTH BEND, INDIANA, REVENUE BONDS,
SERIES 2001D," FOR THE PURPOSE OF FINANCING THE COSTS OF
REHABILITATION OF PROPERTY IN CONNECTION WITH THE ROBERT
BOSCH CORPORATION RETENTION PR03ECT, TOGETHER WITH
EXPENSES INCIDENTAL THERETO, INCLUDING EXPENSES IN
CONNECTION WITH THE ISSUANCE OF THE BOND
Respectfully report that they have examined the matter and that in their opinion, this bill is being
recommended to the full Council with a favorable recommendation.
Andrew Udj ak
Chairman