HomeMy WebLinkAboutResolution 2017-14 (2010 COIT Refunding)RESOLUTION NO. 2017-14
RESOLUTION OF THE CITY OF CARMEL REDEVELOPMENT COMMISSION
AUTHORIZING THE EXECUTION OF AN AMENDMENT TO AN EXISTING LEASE
AGREEMENT BETWEEN THE CITY OF CARMEL REDEVELOPMENT
AUTHORITY AND THE CITY OF CARMEL REDEVELOPMENT COMMISSION AND
APPROVING CERTAIN MATTERS RELATED THERETO
WHEREAS, the City of Carmel Redevelopment Authority (the "Authority") has been
created pursuant to Indiana Code 36-7-14.5 as a separate body corporate and politic, and as an
instrumentality of the City of Carmel, Indiana (the "City") to finance local public improvements
for lease to the City of Carmel Redevelopment Commission (the "Commission"); and
WHEREAS, the Authority, as lessor, and the Commission, as lessee, entered into a Lease
Agreement, dated as of December 9, 2009, as amended by an Addendum to Lease, dated as of
January 13, 2010 (collectively, the "Original Lease"); and
WHEREAS, the Authority previously issued its County Option Income Tax Lease Rental
Revenue Bonds of 2010, dated January 28, 2010 (the "2010 Bonds"), in the original aggregate
principal amount of Twenty -Five Million Six Hundred Seventy -Five Thousand Dollars
($25,675,000), pursuant to a Trust Indenture, dated as of January 1, 2010, between the Lessor
and The Huntington National Bank (successor to UMB Bank, N.A.), as trustee, for the purpose
of procuring funds to finance the costs of certain road improvements and other infrastructure
projects in the City, pay capitalized interest on the 2010 Bonds, fund a debt service reserve fund,
and pay costs incurred on the account of the issuance and sale of the 2010 Bonds; and
WHEREAS, the 2010 Bonds are currently outstanding in the aggregate principal amount
of approximately Twenty -Four Million Two Hundred Twenty -Five Thousand Dollars
($24,225,000); and
WHEREAS, Indiana Code 36-7-14.5 authorizes the refunding of bonds issued by the
Authority; and
WHEREAS, due to favorable market conditions, the Authority desires to refund all or a
portion of the outstanding 2010 Bonds (collectively, the "Refunded Bonds") in order to effect a
savings in the interest costs on the Refunded Bonds; and
WHEREAS, the Authority has adopted, or is expected to adopt, a resolution authorizing
the issuance of one or more series of refunding bonds designated as the "City of Carmel
Redevelopment Authority Local Income Tax Lease Rental Revenue Refunding Bonds, Series
2017 (with such additional or different series designation as may be determined to be necessary
or appropriate)," in the aggregate principal amount not to exceed Twenty -Nine Million Five
Hundred Thousand Dollars ($29,500,000) (the "2017 Bonds"), for the purpose of providing
funds to (a) effect a refunding of all or a portion of the Refunded Bonds, (b) if necessary, fund
one or more debt service reserve funds or pay the premiums for one or more debt service reserve
fund surety policies, and (c) pay the costs incurred on the account of the issuance and sale of the
2017 Bonds, including any premiums for a municipal bond insurance policy or other form of
credit enhancement for the 2017 Bonds; and
WHEREAS, pursuant to the Original Lease, as consideration for the Leased Premises, the
Commission has agreed to pay the Authority fixed annual rental payments, for each six-month
period ending on each June 15 or December 15 (each a "Semi -Annual Period"), an amount equal
to the multiple of $1,000 next higher than the sum of principal and interest due on the 2010
Bonds in such Semi -Annual Period, plus an additional $5,000 each Semi -Annual Period to cover
the certain administrative costs and expenses related to the 2010 Bonds, all payable in advance in
semi-annual installments on June 15 and December 15 of each year; and
WHEREAS, the Commission now desires to approve an amendment to the Original
Lease, in substantially the form presented at this meeting (the "Lease Amendment"), for the
purpose of reducing the annual lease rental payments due under the Original Lease to correspond
with the reduced debt service owed with respect to the 2017 Bonds, plus certain annual
administrative costs and expenses related to the 2017 Bonds, thereby realizing a portion of the
savings achieved by refunding the Refunded Bonds; and
NOW, THEREFORE, BE IT RESOLVED BY THE CITY OF CARMEL
REDEVELOPMENT COMMISSION AS FOLLOWS:
1. The Commission hereby approves the issuance of the 2017 Bonds.
2. The Commission hereby approves the proposed Lease Amendment in the form
presented at this meeting. The President or any other officer of the Commission and the
Secretary of this Commission are hereby authorized and directed, on behalf of the City, and
subject to obtaining approval from the Common Council of the City (the "Common Council") by
the ordinance referred to in paragraph 4 hereof, to execute and deliver the Lease Amendment in
substantially the form presented at this meeting, with such changes in form or substance as the
President or any other officer of the Commission shall approve, such approval to be conclusively
evidenced by the execution thereof.
3. The annual rentals payable by the Commission under the Original Lease, as
amended by the Lease Amendment (the "Lease Rentals"), shall be payable solely from a portion
of the City's distributive share of the county option income tax imposed pursuant to IC 6-3.5-6
(repealed) on the adjusted gross income of taxpayers in Hamilton County, Indiana (the
"County"), which now has been codified at IC 6-3.6 and reclassified as the certified shares
component of additional revenue derived from the expenditure rate tax under IC 6-3.6 (referred
to herein as the "LIT Revenues"), and pledged to the Commission for the payment of such Lease
Rentals.
4. The Secretary of the Commission is hereby directed to transmit to the Common
Council a copy of this Resolution and to request from the Common Council an ordinance
approving the Lease Amendment and pledging the LIT Revenues to the payment of the Lease
Rentals due thereunder.
5. The President, Vice President and Secretary of this Commission, and each of
them, is hereby authorized and directed to take all such further actions and to execute all such
instruments as are desirable to carry out the transactions contemplated by this Resolution,
including, but not limited to, a continuing disclosure agreement (if necessary) and closing
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certifications, in such forms as the President, Vice President or Secretary executing the same
shall deem proper, such desirability to be conclusively evidenced by the execution thereof, and
any and all actions previously taken by any member of the Commission or representatives of the
Commission in connection with the foregoing resolutions, be, and hereby are, ratified and
approved.
6. This Resolution shall be in full force and effect after adoption by the Commission.
ADOPTED the 19th day of September, 2017.
CITY OF CARMEL REDEVELOPMENT
COMMISSION
President
• l
Vice President
DMS 108142300