HomeMy WebLinkAboutFinancing Agreement Between Carmel Lofts LLC/City c zrs IDisuzicr ADD
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FINANCING AGREEMENT
BETWEEN
CARMEL LOFTS LLC
Imo..
AND
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—4
CITY OF CARMEL,INDIANA
-0
Dated as of July 1,2011 4:)
a-
Certain of the rights of the Issuer hereunder have been assigned to Regions Bank, as trustee
under a Trust Indenture dated as of the date hereof,from the Issuer.
TABLE OF CONTENTS
ARTICLE I DEFINITIONS AND EXHIBITS 3
Section 1.1. Terms Defined 3
Section 1.2.Rules of Interpretation 4
ARTICLE II REPRESENTATIONS; USE OF BOND PROCEEDS 6
Section 2.1.Representations by Issuer 6
Section 2.2.Representations by Company. 6
ARTICLE III PARTICULAR COVENANTS OF THE ISSUER AND COMPANY 8
Section 3.1. Consent to Assignments to Trustee 8
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Section 3.2.Payment of Principal and Interest 8
Section 3.3. Maintenance of Existence 8
Section 3.4. Company Duties Under Indenture 9
Section 3.5. Indemnity 9
Section 3.6.Payment of Expenses of Issuance of Bonds 10
Section 3.7. Completion and Use of Projects 10
Section 3.8. Other Amounts Payable by the Company 10
ARTICLE IV [RESERVED] 12
ARTICLE V [RESERVED] 13
ARTICLE VI EVENTS OF DEFAULT AND REMEDIES THEREFOR 14
Section 6.1. Events of Default 14
Section 6.2. Remedies Cumulative 14
Section 6.3. Delay or Omission Not a Waiver 14
ARTICLE VII IMMUNITY 16
Section 7.1. Extent of Covenants of the Issuer;No Personal Liability 16
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Section 7.2. Liability of Issuer 16
ARTICLE VIII SUPPLEMENTS AND AMENDMENTS TO THIS FINANCING
AGREEMENT 17
Section 8.1. Supplements and Amendments to this Financing Agreement 17
ARTICLE IX MISCELLANEOUS PROVISIONS 18
Section 9.1. Financing Agreement for Benefit of Parties Hereto 18
Section 9.2. Severability 1.8
Section 9.3. Addresses for Notice and Demands 18
Section 9.4. Successors and Assigns 18
Section 9.5. Counterparts 19
Section 9.6. Governing Law 19
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FINANCING AGREEMENT
This FINANCING AGREEMENT, dated as of July 1,2011 (the"Financing Agreement")
between CARMEL LOFTS LLC,an Indiana limited liability company(the"Company"), and the
CITY OF CARMEL,INDIANA(the"Issuer"or"City"),a municipal corporation duly organized
and validly existing under the laws of the State of Indiana.
PRELIMINARY STATEMENT
WHEREAS, the Cannel Redevelopment Commission (the "Redevelopment
Commission") has established the Old Town Economic Development Area and, within such
area, the Arts District Lofts & Shoppes Tax Allocation Area (the "Area") located in the City of
Cannel; and
WHEREAS, Indiana Code, Title 36, Article 7, Chapters 11.9-and 12, as supplemented
and amended (collectively, the "Act"), authorizes and empowers the Issuer to issue revenue
bonds and enter into agreements with companies to allow companies to construct economic
development facilities and vests the Issuer with powers that may be necessary to enable it to
accomplish such purposes; and
WHEREAS, the Issuer, upon finding that the Projects (as hereinafter defined) and the
proposed financing of the construction thereof will create additional employment opportunities
in the City of Cannel; will benefit the health, safety, morals, and general welfare of the citizens
of the City of Cannel and the State of Indiana; and will comply with the purposes and provisions
of the Act,adopted an ordinance approving the proposed financing;and
WHEREAS, the Issuer intends to issue its (a) Senior Economic Development Revenue
Bonds, Series 2011A (Arts District Lofts & Shoppes Project) in the aggregate principal amount
of$9,630,000,pursuant to the Series 2011A Indenture dated as of July 1,2011 from the Issuer to
Regions Bank, as trustee (the "Series 201IA Bonds"), and (b) Subordinate Economic
Development Revenue Bonds, Series 2011B (Arts District Lofts & Shoppes Project) in the
aggregate principal amount of$3,370,000, pursuant to the Series 2011B Indenture dated as of
July 1, 2011 from the Issuer to Regions Bank, as trustee (the "Series 2011B Bonds") (the Series
2011A Bonds and the Series 2011B Bonds, collectively, the "Bonds" and the Series 2011A
Indenture and Series 2011B Indenture, collectively, the "Indenture"), and intends to provide the
proceeds of the Bonds pursuant to the provisions of this Financing Agreement to the Company to
finance the Projects,which included the acquisition of land and the design and/or construction of
buildings and improvements that will comprise the Arts District Lofts & Shoppes project in the
Old Town Economic Development Area in downtown Cannel, including without limitation the
design and construction of a parking garage on the site of the Project located in the City;and
WHEREAS, this Financing Agreement provides for the use of the financing by the
Company through the issuance by the Issuer of its Bonds; and
WHEREAS, pursuant to the Indenture, the Issuer will assign certain of its rights under
this Financing Agreement as security for the Bonds. The Series 2011A Bonds issued under the
Series 2011A Indenture will be payable from tax increment revenues of the Issuer's
Redevelopment Commission located in a designated area known as the "Arts District Lofts &
Shoppes Tax Allocation Area," and other legally available revenues of the Redevelopment
Commission, and the Series 2011B Bonds issued under the Series 2011B Indenture will be
payable from excess tax increment revenues of the Arts District Lofts & Shoppes Tax Allocation
Area on a subordinate basis to the Series 2011A Bonds.
In consideration of the premises, the transfer of certain infrastructure to the Issuer, and
other good and valuable consideration, the receipt of which is hereby acknowledged, the
Company and the Issuer hereby further covenant and agree as follows:
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ARTICLE I
DEFINITIONS AND EXHIBITS
Section 1.1. Terms Defined. Capitalized terms used in this Financing Agreement that are
not otherwise defined herein, shall have the meanings provided for such terms in the Indenture.
As used in this Financing Agreement, the following terms shall have the following meanings
unless the context clearly otherwise requires:
"Act"means,collectively,Indiana Code 36-7-11.9 and 36-7-12.
"Allocation Area" means the Arts District Lofts & Shoppes Tax Allocation Area
established as an allocation area by the Redevelopment Commission, all in accordance with IC
36-7-14-39 and IC 37-7-14-39.3 for the purposes of capturing incremental ad valorem real
property taxes of the Company levied and collected in such allocation area.
"Bond Fund" means, collectively, the City of Cannel, Indiana—Cannel Lofts Project
Bond Fund established by Section 4.2 of the Series 2011A Trust Indenture and the City of
Cannel, Indiana—Carmel Lofts Project Bond Fund established by Section 4.2 of the Series
2011B Trust Indenture.
"Bondholder"or"owner of a Bond"or any similar term means the owner of a Bond.
"Bonds"means,collectively,the Series 2011A Bonds and the Series 2011B Bonds.
"Company"means Cannel Lofts LLC, or any successors thereto permitted under Section
9.4 hereof.
"Government Obligations"means bonds,notes, certificates of indebtedness,treasury bills
or other securities constituting direct obligations of, or obligations the timely payment of the
principal of and the interest on which are fully and unconditionally guaranteed by, the United
States of America or any agency or instrumentally thereof when such obligations are backed by
the full faith and credit of the United States of America.
"Indenture" means collectively, the Series 2011A Trust Indenture and the Series 2011B
Trust Indenture.
"Issuer"means the City of Carmel, Indiana, a municipal corporation duly organized and
validly existing under the laws of the State.
"Plans and Specifications"means the plans and specifications for the Projects as provided
to the Issuer.
"Pledged Tax Increment" means the property tax proceeds received by the
Redevelopment Commission and pledged to the Issuer pursuant to a resolution adopted by the
Redevelopment Commission on November 17, 2010, from the assessed valuation of real
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property in the Allocation Area, in excess of the assessed valuation described in IC 36-7-14-
39(b)(1),as such statutory provision exists on the date of execution of the Indenture.
"Projects"means the acquisition of land and the design and/or construction of buildings
and improvements that will comprise the Arts District Lofts & Shoppes project in the Old Town
Economic Development Area in downtown Carmel, including without limitation the design and
construction of a parking garage on the site of the Project located in the City.
"Project Fund" means, collectively, the Project Fund for the Series 2011A Bonds
established in Section 4.3 of the Series 2011A Trust Indenture and the Project Fund for the
Series 2011B Bonds established in Section 4.3 of the Series 2011B Trust Indenture.
"Redevelopment Commission"means the Carmel Redevelopment Commission.
"Series 2011A Bonds" means the City of Cannel, Indiana, Senior Economic
Development Revenue Bonds, Series 2011A (Arts District Lofts & Shoppes Project) in the
aggregate principal amount of$9,630,000.
"Series 2011B Bonds" means the City of Carmel, Indiana, Subordinate Economic
Development Revenue Bonds, Series 2011B (Arts District Lofts & Shoppes Project) in the
aggregate principal amount of$3,370,000.
"Series 2011A Trust Indenture" means the Indenture dated as of July 1, 2011, between
the Issuer and the Trustee and all amendments and supplements thereto related to the Series
2011A Bonds.
"Series 2011B Trust Indenture" means the Indenture dated as of July 1, 2011, between
the Issuer and the Trustee and all amendments and supplements thereto related to the Series
2011B Bonds.
"State"means the State of Indiana.
"Tax Certificate" means the Tax and Arbitrage Certificate delivered in connection with
the initial issuance and delivery of the Bonds.
"Trustee"means the trustee at the time serving as such under the Indenture.
Section 1.2. Rules of Interpretation. For all purposes of this Financing Agreement,
except as otherwise expressly provided,or unless the context otherwise requires:
(a) "This Financing Agreement" means this instrument as originally executed and as
it may from time to time be supplemented or amended pursuant to the applicable provisions
hereof.
(b) All references in this instrument to designated "Articles," "Sections" and other
subdivisions are to the designated Articles, Sections and other subdivisions of this instrument as
originally executed. The words "herein," "hereof and "hereunder" and other words of similar
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import refer to this Financing Agreement as a whole and not to any particular Article, Section or
other subdivision.
(c) The terms defined in this Article have the meanings assigned to them in this
Article and include the plural as well as the singular and the singular as well as the plural.
(d) All accounting terms not otherwise defined herein have the meanings assigned to
them in accordance with generally accepted accounting principles as consistently applied.
(e) Any terms not defined herein but defined in the Indenture shall have the same
meaning herein.
(f) The terms defined elsewhere in this Financing Agreement shall have the
meanings therein prescribed for them.
(End of Article I)
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ARTICLE II
REPRESENTATIONS; USE OF BOND PROCEEDS
Section 2.1. Representations by Issuer. Issuer represents and warrants that:
(a) Issuer is a municipal corporation organized and existing under the laws of the
State. Under the provisions of the Act, Issuer is authorized to enter into the transactions
contemplated by this Financing Agreement and to carry out its obligations hereunder. Issuer has
been duly authorized to execute and deliver this Financing Agreement. Issuer agrees that it will
do or cause to be done all things within its control and necessary to preserve and keep in full
force and effect its existence.
(b) The Issuer shall issue its Series 2011A Bonds in the amount of$9,630,000 and its
Series 2011B Bonds in the amount of$3,370,000, to provide funds to the Company for the costs
associated with the Projects, subject to the consideration of the execution and delivery of this
Financing Agreement, all for the benefit of the holders of the Bonds, to retain employment
opportunities in the City of Carmel, Indiana and to benefit the health and general welfare of the
citizens of the City of Cannel and the State of Indiana, and to secure the Bonds by pledging
certain of its rights and interest in this Financing Agreement to the Trustee.
Section 2.2. Representations by Company. Company represents and warrants that:
(a) It is an Indiana limited liability company validly existing under the laws of and
authorized to do business in the State of Indiana, is not in violation of any laws in any manner
material to its ability to perform its obligations under this Financing Agreement, has full power
to enter into and by proper action has duly authorized the execution and delivery of this
Financing Agreement.
(b) The provision of financial assistance to be made available to it under this
Financing Agreement from the proceeds of the Bonds and the commitments therefor made by the
Issuer have induced the Company to undertake the Projects and such project will preserve jobs
and employment opportunities within the boundaries of the City of Carmel,Indiana.
(c) Neither the execution and delivery of this Financing Agreement, the
consummation of the transactions contemplated hereby,nor the fulfillment of or compliance with
the terms and conditions of this Financing Agreement,conflicts with or results in a breach of the
terms, conditions or provisions of the Company's Operating Agreement or any restriction or any
agreement or instrument to which the Company is now a party or by which it is bound or to
which any of its property or assets is subject or (except in such manner as will not materially
impair the ability of the Company to perform its obligations hereunder)of any statute,order,rule
or regulation of any court or governmental agency or body having jurisdiction over the Company
or its property, or constitutes a default under any of the foregoing, or results in the creation or
imposition of any lien, charge or encumbrance whatsoever upon any of the property or assets of
the Company under the terms of any instrument or agreement, except as set forth in this
Financing Agreement and the Indenture.
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(d) There are no actions, suits or proceedings pending, or, to the knowledge of the
Company, threatened, before any court, administrative agency or arbitrator which, individually
or in the aggregate, might result in any material adverse change in the financial condition of the
Company or might impair the ability of the Company to perform its obligations under this
Financin g Agreement.
reement.
(e) No event has occurred and is continuing which with the lapse of time or the
giving of notice would constitute an event of default under this Financing Agreement.
(End of Article II)
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ARTICLE III
PARTICULAR COVENANTS OF THE ISSUER AND COMPANY
Section 3.1. Consent to Assignments to Trustee. The Company acknowledges and
consents to the pledge and assignment of the Issuer's rights hereunder to the Trustee pursuant to
the Indenture and agrees that the Trustee may enforce the rights,remedies and privileges granted
to the Issuer hereunder other than the rights of the Issuer to execute and deliver supplements and
amendments to this Financing Agreement pursuant to Section 8.1 hereof and in addition to the
rights retained by the Issuer pursuant to Section 6.1(c) hereof as well as those rights granted to
the Issuer under Section 3.5 hereof and Section 6.5 of the Indenture.
Section 3.2. Payment of Principal and Interest. (a) In accordance with the Series 2011A
Trust Indenture, the Series 2011A Bonds are payable from tax increment revenues of the Issuer's
Redevelopment District located in the Allocation Area and other legally available revenues of
the Redevelopment Commission. In accordance with the Series 2011B Trust Indenture, the
Series 2011B Bonds are payable from tax increment revenues of the Issuer's Redevelopment
District located in the Allocation Area after the payment of the Series 2011A Bonds.
(b) Pursuant to Section 4.4 of the Series 2011A Trust Indenture, the Issuer shall
transfer on or before each January 1 and July 1 of each year, commencing July 1, 2012, the
Pledged Tax Increment to the Prepaid Interest Account, but no more than shall be necessary for
the payment of the total amount of interest on the Bonds through the immediately succeeding
eight months(taking into consideration any amounts currently deposited therein), and to the Debt
Service Account the Pledged Tax Increment that shall be necessary for the payment of principal
on the Bonds on the immediately succeeding February 1 or August 1 of each year (taking into
consideration any amounts currently deposited therein), together with Trustee fees coming due
within the next eight months. In addition, if required, any payments from the Issuer of other
legally available revenues of the Redevelopment District for the Series 2011A Bonds shall be
deposited into the Bond Fund.
(c) Pursuant to Section 4.4 of the Series 2011B Trust Indenture, the Issuer shall
transfer such excess tax increment revenues of the Redevelopment District located in the
Allocation Area not needed for (a) principal of and interest on the Series 2011A Bonds or (b)
amounts required to reimburse the Redevelopment District for improvements made for the
Projects, to the Debt Service Account of the Series 2011B Bonds for payment on the next
February 1 or August 1 of each year of principal of and interest on the Series 2011B Bonds,
together with Trustee fees coming due on such February 1 or August 1 of each year, as the case
may be.
Section 3.3. Maintenance of Existence. The Company agrees that it will maintain its
existence as a limited liability company, will not dissolve or otherwise dispose of all or
substantially all of its assets, and will not consolidate with or merge into another entity,or permit
one or more other entities to consolidate or merge with it; provided, that the Company may,
without violating the agreement contained in this Section, consolidate or merge with another
entity, permit one or more other entities to consolidate or merge into it, or transfer to another
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entity organized under the laws of one of the states of the United States all or substantially all of
its assets as an entirety and thereafter dissolve provided(a)the surviving, resulting or transferee
entity, as the case may be, is organized under the laws of one of the states of the United States,
and(b) such entity assumes in writing all of the obligations of the Company herein, including the
obligations of the Company under this Financing Agreement.
Section 3.4. Company Duties Under Indenture. The Company agrees to perform all
matters provided by the Indenture to be performed by the Company and to comply with all
provisions of the Indenture applicable to the Company.
Section 3.5.Indemnity The Company will pay, and protect, indemnify and save the
Issuer (including members, directors, officials, officers, agents, attorneys and employees
thereof), the Bondholders and the Trustee harmless from and against, all liabilities, losses,
damages, costs,expenses (including attorneys' fees and expenses of the Issuer and the Trustee),
causes of actions, suits,claims,demands and judgments of any nature arising from or relating to:
(a) Violation by the Company of any agreement or condition of this Financing
Agreement or the Indenture;
(b) Violation of any contract, agreement or restriction by the Company relating to the
Projects, or a part thereof;
(c) Violation of any law, ordinance or regulation by the Company arising out of the
ownership,occupancy or use of the Projects,or a part thereof;
(d) Any act, failure to act, or misrepresentation by the Company, or any of the
Company's agents,contractors, servants, employees or licensees; and
(e) The provision of any information or certification furnished by the Company to the
Bondholders in connection with the issuance and sale of the Bonds or the Projects.
The Company hereby further agrees to indemnify and hold harmless the Trustee from and
against any and all costs, claims, liabilities, losses or damages whatsoever (including reasonable
costs and fees of counsel, auditors or other experts), asserted or arising out of or in connection
with the acceptance or administration of the trusts established pursuant to the Indenture, except
costs, claims, liabilities, losses or damages resulting from the gross negligence or willful
misconduct of the Trustee, including the reasonable costs and expenses(including the reasonable
fees and expenses of its counsel) of defending itself against any such claim or liability in
connection with its exercise or performance of any of its duties hereunder and of enforcing this
indemnification provision. The indemnifications set forth herein shall survive the termination of
the Indenture and/or the resignation or removal of the Trustee for so long as the Bonds are
outstanding.
The foregoing shall not be construed to prohibit the Company from pursuing its remedies
against either the Issuer or the Trustee for damages to the Company resulting from personal
injury or property damage caused by the intentional misrepresentation or misconduct of either
the Issuer or the Trustee.
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Section 3.6. Payment of Expenses of Issuance of Bonds. The Issuer shall pay from the
proceeds of the Bonds and other legally available funds,as necessary,the costs of issuance of the
Bonds.
Section 3.7. Completion and Use of Projects.
(a) Company agrees that it will, within 18 months of the closing of the Bonds,make,
execute, acknowledge and deliver any contracts, orders, receipts, writings and instructions with
any other persons, firms or corporations and in general do all things reasonably within its power
which may be requisite or proper, all for the acquisition, construction, expansion, equipping and
improvement of the Projects in compliance with the Plans and Specifications and, upon
completion, the Company will operate and maintain the Projects in such manner as reasonably
within Company's power so as to conform with all applicable zoning, planning, building,
environmental and other applicable governmental regulations and so as to be consistent with the
Act.
(b) The Issuer shall deposit all proceeds from the sale of the Bonds in the manner
specified in Article III of the Indenture, and the Issuer shall maintain such proceeds in the
manner specified in Article IV of the Indenture. Under the Indenture, the Trustee, on behalf of
the Issuer, is authorized and directed to make payments from the Project Fund to pay for
Projects, or to reimburse Company for any costs of the Project, and to pay the Costs of Issuance
for the Bonds. The Company agrees to direct such requisitions to the Trustee as may be
necessary to effect payments out of the Project Fund,as the case may be, for costs of the Projects
in accordance with Section 4.3 of the Indenture and this Section 3.7.
(c) The Company shall provide a final order certificate with respect to the Project in
the manner provided in Section 4.3(a) of the Indenture and any moneys remaining in the Project
Fund after completion of the Projects shall be transferred and applied in the manner therein
provided.
Section 3.8. Other Amounts Payable by the Company. The Company covenants and
agrees to pay the following:
(a) All reasonable fees, charges and expenses, including agent and counsel fees and
expenses, of the Trustee incurred under the Indenture, as and when the same become due to the
extent Pledged Tax Increment or other legally available revenues of the Redevelopment
Commission are not available.
(b) All reasonable costs incident to the payment of the principal of,premium, if any,
and interest on the Bonds as the same become due and payable, including all reasonable costs
and expenses in connection with the call, redemption and payment of Bonds to the extent
Pledged Tax Increment or other legally available revenues of the Redevelopment Commission
are not available.
(c) An amount sufficient to reimburse the Issuer for all expenses reasonably incurred
by the Issuer under this Financing Agreement and in connection with the performance of its
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obligations under this Financing Agreement or the Indenture,to the extent that such expenses are
not included in the Bonds.
(d) All reasonable expenses incurred in connection with the enforcement of any rights
under this Financing Agreement or the Indenture by the Issuer,the Trustee or the Bondholders.
(e) All other payments of whatever nature which the Company has agreed to pay or
assume under the provisions of the Financing Agreement.
Notwithstanding anything in this Section 3.8 to the contrary, the Company may, without
creating an event of default as herein defined,after making the payments required by this Section
3.8, contest in good faith the necessity for any such services, fees, charges or expenses of the
Issuer or the Trustee.
(End of Article III)
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ARTICLE IV
[RESERVED]
(End of Article IV)
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ARTICLE V
[RESERVED]
(End of Article V)
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ARTICLE VI
EVENTS OF DEFAULT AND REMEDIES THEREFOR
Section 6.1. Events of Default.
(a) It shall be an Event of Default upon the failure of the Company to perform any
covenant, condition or provision hereof and to remedy such default within 30 days after notice
thereof from the Trustee to the Company,unless the Requisite Bondholders shall have consented
thereto;provided that the Requisite Bondholders shall not be able to waive an Event of Default if
such Event of Default relates to the failure of payment of Trustee fees.
(b) During the occurrence and continuance of any event of default hereunder, the
Trustee, as assignee of the Issuer pursuant to the Indenture, and in addition to the rights retained
by the Issuer as provided in Section 6.1(c) hereof, on behalf of any unpaid Bondholders shall
have the rights and remedies hereinafter set forth, in addition to any other remedies herein or by
law provided. It is agreed that the holders of all of the Bonds outstanding at any time may direct
the Trustee, and upon being satisfactorily indemnified, the Trustee shall abide by such direction,
with regard to the remedy or remedies to be pursued hereunder or under the Indenture. The
Trustee,personally or by attorney, may in its discretion,proceed to protect and enforce its rights
by a suit or suits in equity or at law,whether for damages or for the specific performance of any
covenant or agreement contained in this Financing Agreement or in aid of the execution of any
power herein granted, or for the enforcement of any other appropriate legal or equitable remedy,
as the Trustee shall deem most effectual to protect and enforce any of its rights or duties
hereunder. If after any event of default occurs and prior to the Trustee exercising any of the
remedies provided in this Financing Agreement, the Company will have completely cured such
default, and shall have provided the Trustee with evidence thereof to the reasonable satisfaction
of the Trustee, then in every case such default will be waived, rescinded and annulled by the
Trustee by written notice given to the Company. No such waiver, annulment or rescission will
affect any subsequent default or impair any right or remedy consequent thereon.
(c) Notwithstanding anything herein to the contrary, during the occurrence and
continuance of an event of default by the Company arising from a breach of representations as
set forth in Section 2.2 hereof, or a breach of the covenants of the Company set forth in Section
3.7 or 3.8 hereof, the Issuer may in its discretion, proceed to protect and enforce its rights under
this Agreement by a suit or suits in equity or at law, whether for damages or for the specific
performance,including the recovery of reasonable attorney's fees.
Section 6.2. Remedies Cumulative. No remedy herein conferred upon or reserved to the
Trustee or Issuer is intended to be exclusive of any other remedy or remedies, and each and
every such remedy shall be cumulative, and shall be in addition to every other remedy given
hereunder or now or hereafter existing at law or in equity or by statute.
Section 6.3. Delay or Omission Not a Waiver. No delay or omission of the Trustee or
Issuer to exercise any right or power accruing upon any event of default shall impair any such
right or power, or shall be construed to be a waiver of any such event of default or an
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acquiescence therein; and every power and remedy given by this Financing Agreement to the
Trustee and Issuer may be exercised from time to time and as often as may be deemed expedient
by the Trustee or Issuer, as the case may be.
(End of Article VI)
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ARTICLE VII
IMMUNITY
Section 7.1. Extent of Covenants of the Issuer;No Personal Liability. No recourse shall
be had for the payment of the principal of or interest on any of the Bonds or for any claim based
thereon or upon any obligation, covenant or agreement contained in the Bonds, the Indenture or
this Financing Agreement against any past, present or future member, director, officer, agent,
attorney or employee of the Issuer, or any incorporator, member, director, officer, employee,
agent, attorney or trustee of any successor thereto,as such, either directly or through the Issuer or
any successor thereto, under any rule of law or equity, statute or constitution or by the
enforcement of any assessment or penalty or otherwise, and all such liability of any such
incorporator, member, director, officer, employee, agent, attorney or trustee as such is hereby
expressly waived and released as a condition of and consideration for the execution of the
Indenture and this Financing Agreement(and any other agreement entered into by the Issuer with
respect thereto)and the issuance of the Bonds.
Section 7.2. Liability of Issuer. Any and all obligations of the Issuer under this Financing
Agreement are special, limited obligations of the Issuer, payable solely out of the Pledged Tax
Increment and the other revenues and income derived under this Financing Agreement and as
otherwise provided under this Financing Agreement and the Indenture. The obligations of the
Issuer hereunder shall not be deemed to constitute an indebtedness or an obligation of the Issuer,
the State or any political subdivision or taxing authority thereof within the purview of any
constitution limitation or provision, or a pledge of the faith and credit or a charge against the
credit or general taxing powers, if any, of the Issuer, the State or any political subdivision or
taxing authority thereof.
(End of Article VII)
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ARTICLE VIII
SUPPLEMENTS AND AMENDMENTS TO THIS FINANCING AGREEMENT
Section 8.1. Supplements and Amendments to this Financing Agreement. Subject to the
provisions of Article X of the Indenture, the Company and the Issuer may from time to time
enter into such supplements and amendments to this Financing Agreement as to them may seem
necessary or desirable to effectuate the purposes or intent hereof.
(End of Article VIII)
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ARTICLE IX
MISCELLANEOUS PROVISIONS
Section 9.1. Financing Agreement for Benefit of Parties Hereto. Nothing in this
Financing Agreement, express or implied, is intended or shall be construed to confer upon, or to
give to, any person other than the parties hereto, their successors and assigns, any right, remedy
or claim under or by reason of this Financing Agreement or any covenant, condition or
stipulation hereof; and the covenants, stipulations and agreements in this Financing Agreement
contained are and shall be for the sole and exclusive benefit of the parties hereto,their successors
and assigns, and the Trustee.
Section 9.2. Severability. In case any one or more of the provisions contained in this
Financing Agreement shall be invalid, illegal or unenforceable in any respect, the validity,
legality and enforceabili ty of the remainin g p rovisions contained herein and therein shall not in
any way be affected or impaired thereby.
Section 9.3. Addresses for Notice and Demands. All notices, demands, certificates or
other communications hereunder shall be sufficiently given when received or your first refusal
thereof and mailed by registered or certified mail, postage prepaid, or sent by nationally
recognized overnight courier with proper address as indicated below. The Issuer, the Company
and the Trustee may, by written notice given by each to the others, designate any address or
addresses to which notices, demands, certificates or other communications to them shall be sent
when required as contemplated by this Financing Agreement. Until otherwise provided by the
respective parties,all notices,demands, certificates and communications to each of them shall be
addressed as follows:
To the Issuer: City of Carmel,Indiana
Attention: Mayor
One Civic Square
Cannel, Indiana 46032
To the Company: Cannel Lofts LLC
Attention: Ersal Ozdemir
47 South Pennsylvania Street
Indianapolis,Indiana 46204
Section 9.4. Successors and Assigns. Whenever in this Financing Agreement any of the
parties hereto is named or referred to,the successors and assigns of such party shall be deemed to
be included and all the covenants, promises and agreements in this Financing Agreement
contained by or on behalf of the Company, or by or on behalf of the Issuer, shall bind and inure
to the benefit of the respective successors and assigns, whether so expressed or not. Provided,
however, the Company may not assign its rights or obligations under this Financing Agreement
without the consent of the Bondholders or the Issuer, which may be withheld in their absolute
discretion.
18
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Section 9.5. Counterparts. This Financing Agreement is being executed in any number of
counterparts, each of which is an original and all of which are identical. Each counterpart of this
Financing Agreement is to be deemed an original hereof and all counterparts collectively are to
be deemed but one instrument
Section 9.6. Governing Law. It is the intention of the parties hereto that this Financing
Agreement and the rights and obligations of the parties hereunder shall be governed by and
construed and enforced in accordance with,the laws of Indiana.
(End of Article IX)
19
IN WITNESS WHEREOF, the Issuer and the Company have caused this Financing
Agreement to be executed in their respective names, and the Issuer and the Company have
caused their corporate seals to be hereunto affixed and attested by their duly authorized officers,
all as of the date first above written.
CARMEL LOFTS LLC, an Indiana limited
liability company
By: KEYST• Q JP LLC,its sole
Member
�rsal Ozdemir,President
"THE ISSUER"
CITY OF CARMEL, INDIANA
ay i i 16,or
Attest:
Clerk-Treasurer
[SIGNATURE PAGE OF'rHl+:FINANCING AGREEMENT
BETWEEN CARMEL LOFTS LLC AND THE CITY OF CARMEL,INDIANA]
INDS01 RCS 1242735v5
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10/08/2014 m
TO:Diana Cordray, City of Carmel Clerk-Treasurer ¢
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TYPE OF DELIVERY: Interoffice Mail and/or Hand Delivery C°
PHONE: 5
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FROM: Mike Lee 0
PHONE:
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FOR YOUR RECORDS I IJ
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PAGES: 12 (double sided)
RE:Arts District Lofts and Shoppes Financing Agreement
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COMMENTS: N ND
Financing Agreement between CRC and Carmel Lofts, LLC for the Sophia Square
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FINANCING AGREEMENT
BETWEEN
CARMEL LOFTS LLC
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CITY OF CARMEL,INDIANA
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Dated as of July 1,2011
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Certain of the rights of the Issuer hereunder have been assigned to Regions Bank, as trustee
under a Trust Indenture dated as of the date hereof, from the Issuer.