HomeMy WebLinkAboutD-2386-17 Authorizes Bonds for Indiana Spine Group IISponsor: Councilor Worrell
ORDINANCE D-2386-17
AN ORDINANCE OF THE COMMON COUNCIL OF THE
CITY OF CARMEL, INDIANA, AUTHORIZING THE
ISSUANCE OF THE CITY OF CARMEL, INDIANA TAXABLE
ECONOMIC DEVELOPMENT REVENUE BONDS, SERIES
2017 (INDIANA SPINE GROUP II PROJECT) AND
AUTHORIZING AND APPROVING OTHER ACTIONS IN
RESPECT THERETO
Synopsis:
Ordinance authorizes the issuance of bonds by the City of Carmel, Indiana, to finance
infrastructure improvements to support the Indiana Spine Group II development.
WHEREAS, the City of Carmel, Indiana (the "City"), is a municipal corporation and
political subdivision of the State of Indiana and by virtue of I.C. 36-7-11.9 and I.C. 36-7-12
(collectively, the "Act"), is authorized and empowered to adopt this ordinance (this "Bond
Ordinance") and to carry out its provisions;
WHEREAS, ISH Real Estate Investments, LLC, or an affiliate thereof (the "Borrower"),
desires to finance the design and construction of certain public improvements described in
Exhibit A hereto which are located in the Old Meridian Economic Development Area
(collectively, the "Projects");
WHEREAS, the Borrower will complete the Projects for use in connection with its mixed
medical use development in or directly serving and benefiting the Meridian & Main—Indiana
Spine Group II Allocation Area (the "Facilities");
WHEREAS, the Borrower has advised the City of Carmel Economic Development
Commission (the "Commission") and the City that it proposes that the City issue its Taxable
Economic Development Revenue Bonds, Series 2017 (Indiana Spine Group II Project) in an
amount not to exceed One Million One Hundred Thousand Dollars ($1,100,000) (the "Bonds"),
under the Act and loan the proceeds of such Bonds to the Borrower for the purpose of financing
the Projects;
WHEREAS, the completion of the Projects results in the diversification of industry, the
creation of jobs and the creation of business opportunities in the City;
WHEREAS, pursuant to I.C. § 36-7-12-24, the Commission published notice of a public
hearing (the "Public Hearing") on the proposed issuance of the Bonds to finance the Projects;
WHEREAS, on the date specified in the notice of the Public Hearing, the Commission
held the Public Hearing on the Projects; and
WHEREAS, the Commission has performed all actions required of it by the Act
preliminary to the adoption of this Bond Ordinance and has approved and forwarded to the
Common Council the forms of: (1) a Loan Agreement between the City and the Borrower
(including a form of Note) (the "Loan Agreement"); (2) a Trust Indenture between the City a
trustee to be selected by the Clerk -Treasurer of the City (the "Trustee") (the "Indenture"); (3) the
Bonds; and (4) this Bond Ordinance (the Loan Agreement, the Indenture, the Bonds, and this
Bond Ordinance, collectively, the "Financing Agreements");
NOW, THEREFORE, BE IT ORDAINED BY THE COMMON COUNCIL OF THE
CITY OF CARMEL, INDIANA, THAT:
Section 1. Findings, Public Benefits. The Common Council hereby finds and
determines that the Projects involve the acquisition, construction and equipping of an
"economic development facility" as that phrase is used in the Act; that the Projects will
increase employment opportunities and increase diversification of economic development
in the City, will improve and promote the economic stability, development and welfare in
the City, will encourage and promote the expansion of industry, trade and commerce in
the City and the location of other new industries in the City; that the public benefits to be
accomplished by this Bond Ordinance, in tending to overcome insufficient employment
opportunities and insufficient diversification of industry, are greater than the cost of
public services (as that phrase is used in the Act) which will be required by the Projects;
and, therefore, that the financing of the Projects by the issue of the Bonds under the Act:
(i) will be of benefit to the health and general welfare of the City;_ and (ii) complies with
the Act.
Section 2. Approval of Financing. The proposed financing of the Projects by
the issuance of the Bonds under the Act, in the form that such financing was approved by
the Commission, is hereby approved.
Section 3. Authorization of the Bonds. The issuance of the Bonds, payable
solely from revenues and receipts derived from the Financing Agreements, is hereby
authorized.
Section 4. Terms of the Bonds. (a) The Bonds, in the aggregate principal
amount not to exceed One Million One Hundred Thousand Dollars ($1,100,000), shall (i)
be executed at or prior to the closing date by the manual or facsimile signatures of the
Mayor and the Clerk -Treasurer of the City; (ii) be dated as of the date of their delivery;
(iii) mature on a date not later than twenty-five years after the date of issuance of Bonds;
(iv) bear interest at such rates as determined with the purchaser thereof (the "Purchaser");
(v) be issuable in such denominations as set forth in the Financing Agreements; (vi) be
issuable only in fully registered form; (vii) be subject to registration on the bond register
as provided in the Indenture; (viii) be payable in lawful money of the United States of
America; (ix) be payable at an office of the Trustee as provided in the Indenture; (x) be
subject to optional redemption prior to maturity and subject to redemption as otherwise
provided in the Financing Agreements; (xi) be issued in one or more series; and (xii)
contain such other terms and provisions as may be provided in the Financing
Agreements.
F)
(b) The Bonds and the interest thereon do not and shall never constitute an
indebtedness of, or a charge against the general credit or taxing power of, the City, but
shall be special and limited obligations of the City, payable solely from revenues and
other amounts derived from the Financing Agreements. Forms of the Financing
Agreements are before this meeting and are by this reference incorporated in this Bond
Ordinance, and the Clerk -Treasurer of the City is hereby directed, in the name and on
behalf of the City, to insert them into the minutes of the Common Council and to keep
them on file.
Section 5. Sale of the Bonds. The Mayor and the Clerk -Treasurer of the City
are hereby authorized and directed, in the name and on behalf of the City, to sell the
Bonds to the Purchaser at such prices as are determined on the date of sale and approved
by the Mayor and the Clerk -Treasurer of the City.
Section 6. Execution and Delivery of Financing Agreements. The Mayor and
the Clerk -Treasurer of the City are hereby authorized and directed, in the name and on
behalf of the City, to execute or endorse and deliver the Loan Agreement, the Note from
the Borrower to the City, the Indenture, and the Bonds, submitted to the Common
Council, which are hereby approved in all respects.
Section 7. Changes in Financing Agreements. The Mayor and the Clerk -
Treasurer of the City are hereby authorized, in the name and on behalf of the City,
without further approval of the Common Council or the Commission, to approve such
changes in the Financing Agreements as may be permitted by Act, such approval to be
conclusively evidenced by their execution thereof.
Section 8. General. The Mayor and the Clerk -Treasurer of the City, and each
of them, are hereby authorized and directed, in the name and on behalf of the City, to
execute or endorse any and all agreements, documents and instruments, perform any and
all acts, approve any and all matters, and do any and all other things deemed by them, or
either of them, to be necessary or desirable in order to carry out and comply with the
intent, conditions and purposes of this Bond Ordinance (including the preambles hereto
and the documents mentioned herein), the Projects, the issuance and sale of the Bonds,
and the securing of the Bonds under the Financing Agreements, and any such execution,
endorsement, performance or doing of other things heretofore effected be, and hereby is,
ratified and approved.
Section 9. Binding Effect. The provisions of this Bond Ordinance and the
Financing Agreements shall constitute a binding contract between the City and the
holders of the Bonds, and after issuance of the Bonds this Bond Ordinance shall not be
repealed or amended in any respect which would adversely affect the rights of the holders
of the Bonds as long as the Bonds or interest thereon remains unpaid.
Section 10. Repeal. All ordinances or parts of ordinances in conflict herewith
are hereby repealed.
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Section 11. Effective Date. This Bond Ordinance shall be in full forcc and
effect immediately upon adoption and compliance with I.C. § 36-4-6-14.
Section 12. Copies of Financing Agreements on File. Two copies of the
Financing Agreements incorporated into this Bond Ordinance were duly fled in the
office of the Clerk -Treasurer of the City, and are available for public inspection in
accordance with I.C. § 36-1-5-4.
PASSED by the Common Council of the City f Carmel, this day of
-� , 2017, by a vote of ayes and nays.
COMMON COUNCIL FOR THE CITY OF CARMEL, INDIANA
S i a 1 President � Anth r
Kevin Rider, Council Vice President
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Laura Campbell
Ronald Carter
fzAT
Christine S.#uley, Clerk-TreasuWr of the
City of Carm 1, Indiana
2
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4,Z.Z�X I
Bruce Kimball
Jeff
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Presented by me to the Mayor of the City of Carmel this ay f ref, 2017, at/ 3
, Clgk-Treasurer
Approved by me, Mayor of the City of Carmel, Indiana, this 2: day of
2017, at 0 c" _,P.M.
d." - ZZZ�
///Nes Brainard, Mayor
City of Carmel,
Prepared by: Bruce D. Donaldson
Barnes & Thornburg LLP
11 South Meridian Street
Indianapolis, IN 46204
5
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EXHIBIT A
DESCRIPTION OF THE PROJECTS
Proposed Infrastructure Improvements
Site work, utility work and related infrastructure improvements located on or serving and
benefiting the Meridian & Main — Indiana Spine Group II Allocation Area within the Old
Meridian Economic Development Area. The Old Meridian Economic Development Area is
situated at the northeast corner of U.S. 31 and Main Street.
DMS PBERNARD 109059390
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