HomeMy WebLinkAbout6B(2) ECONOMIC DEVELOPMENT AGREEMENT
THIS ECONOMIC DEVELOPMENT AGREEMENT (this "Agreement") is made
and entered into as of the day of , 2014, by and between the SOUTH
BEND REDEVELOPMENT COMMISSION (the "Commission"), organized and existing
under Indiana Code Section 36-7-14, and LIPPERT COMPONENTS MANUFACTURING,
INC., a Delaware corporation("LIPPERT").
WITNESSETH:
WHEREAS, the Commission, the governing body of the City of South Bend, Indiana,
Redevelopment District and the City of South Bend, Indiana, Department of Redevelopment,
exists and operates under the provisions of Indiana Code Section 36-7-14, as amended from time
to time(the "Act"); and
WHEREAS,the Commission desires to foster redevelopment and economic development
within the City of South Bend, Indiana(the "City"); and
WHEREAS, LIPPERT is a tier-1 supplier serving the Manufactured Housing,
Recreational Vehicle and Cargo/Horse Trailer industries; and
WHEREAS,LIPPERT is in need of a centralized warehouse and distribution space for its
finished products which space is proximate to its production facilities, providing an efficient and
effective means for storing, tracking and distributing its finished goods (the "South Bend
Warehouse"); and
WHEREAS, the South Bend Warehouse proposed by LIPPERT would include
substantial capital expenditure activities, as well as employment opportunities associated with
the South Bend Warehouse;and
WHEREAS, LIPPERT has submitted a Petition for Incentives pledging to create, in the
aggregate between LIPPERT and its sub-tenant, 180 new jobs during 2014 and a minimum total
of 380 new jobs by 2024 with average hourly wages of $12.50 per hour for laborers and, in
addition, LIPPERT commits to investing $1,492,500, in the aggregate between LIPPERT and its
sub-tenant, for upgrades to the South Bend Warehouse; and
WHEREAS, in order to fully develop the South Bend Warehouse, LIPPERT requires
certain equipment,more particularly described in the attached Exhibit A(the "Equipment"),to be
used in connection with the South Bend Warehouse; and
WHEREAS, LIPPERT has requested that the Commission provide a financial incentive
in order to assist with the funding of a portion of the cost of the Equipment; and
WHEREAS, in order to facilitate the acquisition of the Equipment by LIPPERT, the
Commission has agreed to use its best efforts to take certain actions as described herein to pay
for a portion of the costs of the Equipment pursuant to the Act, and LIPPERT has agreed, in turn,
to complete the South Bend Warehouse project and begin operations, thereby creating the
promised jobs,all upon the terms and subject to the conditions set forth herein; and
WHEREAS, to provide moneys to pay for a portion of the costs of the Equipment, upon
the authorization of the Commission and such other procedures as are required by law,
the Commission intends to cause to be appropriated approximately Two Hundred Fifty Thousand
and No/100 Dollars ($250,000.00) of funds payable from existing tax increment finance revenue
funds allocable to the Area and already collected and on deposit(the "TIF Revenues").
NOW, THEREFORE, in consideration of the foregoing and of the mutual covenants and
agreements herein contained, and other good and valuable consideration, the receipt and
sufficiency of which are hereby acknowledged, the parties do hereby agree as follows:
ARTICLE I. RECITALS
1.01 Recitals Part of Agreement. The covenants and recitations set forth in the foregoing
recitals are material to this Agreement and are hereby incorporated into and made a part of this
Agreement as though they were fully set forth in this Section 1.01.
ARTICLE II. MUTUAL ASSISTANCE
2.01 Mutual Assistance. The parties agree, subject to further proceedings required by law, to
take such actions, including the execution and delivery of such documents, instruments, petitions
and certifications (and, in the case of the Commission, the adoption of such resolutions), as may
be necessary or appropriate, from time to time, to carry out the terms, provisions and intent of
this Agreement and to aid and assist each other in carrying out said terms, provisions and intent.
ARTICLE III. REPRESENTATIONS AND COVENANTS
OF THE COMMISSION AND LIPPERT
3.01 Equipment Lease Agreement. The Commission shall use its best commercial efforts to
acquire the Equipment pursuant to the Act and the requirements of Indiana law with the
assistance of LIPPERT. In connection therewith, the Commission and LIPPERT shall cooperate
together in good faith with regard to the selection and pricing of the Equipment. In conjunction
with the Commission's acquisition of the Equipment, the Commission shall undertake a
disposition process to permit the Commission and LIPPERT to enter into an Equipment Lease
Agreement in substantially the form attached hereto at Exhibit B. The Equipment Lease
Agreement shall, among other things, provide for the lease of the Equipment by LIPPERT from
the Commission,at a rental payment amount that is discounted upon the condition that LIPPERT
completes its South Bend Warehouse project and commences operations, thereby creating the
promised jobs.
3.02 South Bend Warehouse Project. LIPPERT shall promptly begin its South Bend
Warehouse project with an initial expenditure of$725,000 during 2014 and a total of$1,492,500
by 2020. Any failure by LIPPERT to promptly begin its Project or to expend the sum of
$725,000 during 2014 or the total sum of$1,492,500 by 2020,both directly and by its sub-tenant
in the South Bend Warehouse,pursuant to this Section 3.02, shall be deemed a default under this
Agreement and under the Equipment Lease Agreement, and in the event of such default
LIPPERT shall be obligated to promptly,within fifteen (15) days, purchase the Equipment from
the Commission pursuant to Section 10 of the Equipment Lease Agreement for a cash purchase
price equal to one and one half(1.5) times the amount the Commission originally paid for the
Equipment.
3.03 Acknowledgement and Representations of LIPPERT. LIPPERT acknowledges that the
Commission is committing TIF Revenues from the Area for the purchase of the Equipment upon
the representation of LIPPERT that it will complete its Project, in the total amount of at least
$1,492,500 by the end of 2020,both directly and by its sub-tenant in the South Bend Warehouse,
and upon the representation of LIPPERT that the Equipment will directly result in the creation
by LIPPERT and its sub-tenant in the aggregate of 180 new jobs during 2014 and a minimum of
380 new jobs by 2024 with average hourly wages of$12.50 per hour for laborers. Any failure by
LIPPERT' to create the number of jobs of the types and hourly wages or to make the investment
in the Project and pursuant to this Section 3.03 shall be deemed a default under this Agreement
and under the Equipment Lease Agreement, and in the event of such default LIPPERT shall be
obligated to promptly, within fifteen (15) days, purchase the Equipment from the Commission
pursuant to Section I 0 of the Equipment Lease Agreement for a cash purchase price equal to one
and one half(1.5)times the amount the Commission originally paid for the Equipment.
3.04 Jobs Created by Sub-Tenant. LIPPERT and the Commission agree that jobs created by a
sub-tenant of LIPPERT may be counted toward fulfilling the job commitments made by
LIPPERT herein, however, the failure of a sub-tenant of LIPPERT to create any specified
number of jobs shall not excuse LIPPERT from its job commitments made herein.
3.05 Capital Investment by Sub-Tenant. LIPPERT and the Commission agree that capital
investment made by a sub-tenant of LIPPERT may be counted toward fulfilling the capital
investment commitments made by LIPPERT herein, however, the failure of a sub-tenant of
LIPPERT to make capital investment in any specified amount shall not excuse LIPPERT from its
capital investment commitments made herein.
ARTICLE IV. AUTHORITY
4.01 Actions.The Commission represents and warrants that it has taken or will take(subject to
LIPPERT's performance of its agreements and obligations hereunder and applicable law) such
action(s) as may be required and necessary to enable the Commission to execute this Agreement
and to carry out fully and perform the terms, covenants, duties and obligations on its part to be
kept and performed as provided by the terms and provisions hereof.
4.02 Powers. The Commission represents and warrants that it has full and lawful right, power
and authority, under currently applicable law, to execute and deliver and perform its obligations
under this Agreement, and that, subject to the conditions described herein, all of the foregoing
have been or will be duly and validly authorized and approved by all necessary proceedings,
findings and actions.
4.03 Authorized Parties. Whenever under the provisions of this Agreement or any other
related documents and instruments, any supplemental agreement, request, demand, approval,
notice or consent of the Commission or LIPPERT is required, or any of such parties is required
to agree or to take some action at the request of another party, such approval or such consent or
request shall be given (unless otherwise provided herein or prohibited by law) for the
Commission by the President of the Commission or his written designee, and for LIPPERT by
any officer of LIPPERT so authorized; and any person shall be authorized to act on any such
agreement, request, demand, approval, notice or consent or other action and none of the parties
hereto shall have any complaint against the other as a result of any such action taken.
ARTICLE V. GENERAL PROVISIONS
5.01 Indemnity; No Joint Venture or Partnership. LIPPERT covenants and agrees, at the
expense of LIPPERT, to pay and to indemnify and save the Commission, and its officers and
employees (the "Indemnitees") harmless of, from and against, any and all claims, damages,
demands, expenses and liabilities resulting directly or indirectly from or related to this
Agreement or the Equipment, unless such claims,damages,demands,expenses or liabilities arise
by reason of the negligent or other wrongful act or omission of the Commission, its agents
or other Indemnitees. However, nothing contained in this Agreement shall be construed as
creating either a joint venture or partnership relationship between the Commission and
LIPPERT.
5.02 Time of Essence. Time is of the essence of this Agreement. The parties shall make every
reasonable effort to expedite the subject matters hereof(subject to any time limitations described
herein) and acknowledge that the successful performance of this Agreement requires their
continued cooperation.
5.03 Breach. Before any failure of any party of this Agreement to perform its obligations
under this Agreement shall be deemed to be a breach of this Agreement,the party claiming such
failure shall notify, in writing, the party alleged to have failed to perform such obligation and
shall demand performance. No breach of this Agreement may be found to have occurred if
performance has commenced to the reasonable satisfaction of the complaining party within thirty
(30) days of the receipt of such notice. If after said notice, the breaching party fails to cure the
breach, the non-breaching party may seek any remedy available at law or equity, including the
remedy of specific performance.
5.04 Amendment. This Agreement, and any exhibits attached hereto, may be amended only
by the mutual consent of the parties, by the adoption of a resolution of the Commission
approving said amendment, as provided by law and by the execution of said amendment by the
parties or their successors in interest.
5.05 No Other Agreement. Except as otherwise expressly provided herein, this Agreement
supersedes all prior agreements,negotiations and discussions relative to the subject matter hereof
and is a full integration of the agreement of the parties.
5.06 Severability. If any provision, covenant, agreement or portion of this Agreement or its
application to any person, entity or property, is held invalid, such invalidity shall not affect the
application or validity of any other provisions, covenants, agreements or portions of this
Agreement and,to that end,any provisions,covenants, agreements or portions of this Agreement
are declared to be severable.
5.07 Governing Law; Venue. This Agreement shall be construed in accordance with the laws
of the State of Indiana, without giving effect to the principles of conflicts of laws, including but
not limited to matters of construction, validity and performance. Each party hereto hereby
irrevocably submits to the exclusive jurisdiction of the United States District Court, located in
South Bend, Indiana over any suit, action or proceeding arising out of or relating to this
Agreement or, in the absence of the minimum jurisdictional amount, the highest court of general
jurisdiction of the State of Indiana located in St. Joseph County, Indiana. Each party hereby
irrevocably waives to the fullest extent permitted by law, (i) any objection that they may now or
hereafter have to the venue of any such suit, action or proceeding brought in any such court, or
(ii) any claim that any such suit, action or proceeding has been brought in an inconvenient forum.
Final judgment in any such suit, action or proceeding brought in any such court shall be
conclusive and binding upon each party duly served with process therein and may be enforced in
the courts of the jurisdiction of which either party or any of their property is subject, by a suit
upon such judgment.
5.08 Notices. All notices and requests required pursuant to this Agreement shall be deemed
sufficiently made if delivered,as follows:
To LIPPERT:
Shawn Lewis
General Counsel
Lippert Components Manufacturing,Inc.
3501 County Road 6 East
Elkhart, IN 46514
To the Commission:
South Bend Redevelopment Commission
1400 S City-County Building
227 West Jefferson Boulevard
South Bend,Indiana 46601
or at such other addresses as the parties may indicate in writing to the other either by personal
delivery, courier, or by registered mail, return receipt requested, with proof of delivery thereof.
Mailed notices shall be deemed effective on the third day after mailing; all other notices shall be
effective when delivered.
5.9 Counterparts. This Agreement may be executed in several counterparts, each of which
shall be an original and all of which shall constitute but one and the same agreement. Signatures
hereto may be evidenced by facsimile transmission or electronic mail in portable document
format(PDF),the same of which shall be treated as originals.
5.10 Consent or Approval. Except as otherwise provided herein, whenever consent or
approval of any party is required, such consent or approval shall not be unreasonably withheld,
delayed or conditioned.
IN WITNESS WHEREOF, the Parties have each executed this Agreement as of the date
first written above.
CITY OF SOUTH BEND,
DEPARTMENT OF REDEVELOPMENT
Signature
Printed Name and Title
South Bend Redevelopment Commission
ATTEST:
Signature
Printed Name and Title
South Bend Redevelopment Commission
LIPPERT COMPONENTS MANUFACTURING,INC.
a Delawa e corporation
By: 4i—
Title: r e s: -t-
(Signature Page to
ECONOMIC DEVELOPMENT AGREEMENT)
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Exhibit A
Equipment List
Exhibit B
Equipment Lease Agreement