HomeMy WebLinkAboutDuke Energy Indiana, LLC - Phase II (North) Transmission Relocation_Agreement9
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PHASEII(NORTH)TRANSMISSION RELOCATION AGREEMENT
THIS PHASE II (NORTH)TRANSMISSION RELOCATION AGREEMENT (the
Agreementis entered into and effective this ____ day of _______________, 2021, by and
between DUKE ENERGY INDIANA, LLC,(DEI)an Indiana limited liability company, with
an address of 1000 East Main Street, Plainfield, Indiana 46168 and the CITY OF CARMEL,
INDIANA (Carmelor the City) with an address of One Civic Square, Carmel, Indiana
46032.
WHEREAS, Carmeland DEI (indi
entered into a Memorandum of Understanding (MOU)effective November 30, 2016, attached and
incorporated herein by referenceas Exhibit 1, by which they agreed to terms under which DEI
would relocate certain overhead electric transmission and distribution facilities, including poles,
wires and other equipment necessary for the transmission and distribution of electricity (the
Facilities),currently located in a transmission corridor comprised of written and prescriptive
easements owned by DEI and extending, for purposes of the description of this project, from the
stnorthrightofwaylineof1Street Northwest, then south to the south right of way line of East
Carmel Drive (the Easements); and
WHEREAS, DEIis willing to relocate the Facilities as contemplated under the MOU
provided that the City will (a) pay for all costs related to the relocation of the Facilities; and (b)
provide exclusive underground transmission easements and non-exclusive distribution easements
that the City will obtain for or grant to DEI as a replacement for the Easements; and (c) provide
certain protections and assurances for any portion of the newly granted easements which are or
will become public road right of way, all as more particularly described in the MOU and in this
Agreement; and
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WHEREAS, relocation of the Facilities is to be done in proposed Phases I through IV
ProjectProject); and
WHEREAS a preliminary aerial depiction of the Project and its proposed Phases is
attached as Exhibit A to the MOU; and
WHEREAS, the Parties have determined that it would be beneficial to split the
Transmission Phase II Project into two parts as follows: (i) The Transmission Phase II Project
stfacilitieslocatedSouthoftheCarmel1Avenue substation (hereinafter,
stCarmel1
Avenue substation (hereinafter,
WHEREAS, the Transmission Phase II (South) Project and the Transmission Phase IV
Project were simultaneously undertaken, and have been substantially completed and energized on
September 6, 2018; and
WHEREAS, the Parties desire to document their agreement with respect to the terms and
conditions for the initiation and completion of Transmission Phase II (North) Project in
accordance with the terms of this Agreement and the MOU.
NOW THEREFORE, IN CONSIDERATION of the mutual promises contained herein
the Parties agree as follows:
Section 1 Order of Precedence:
This Agreement shall consist of the following documents, listed in their order of priority
in the event of a conflict: a) any Amendment to this Agreement signed by both Parties; b) this
Agreement; c) the MOU; and d) Exhibits to this Agreement and e) Exhibits to the MOU, as
applicable. Any capitalized terms used in this Agreement and not defined herein shall have the
meaning ascribed to such terms in the MOU.
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Section 2 Transmission Phase II (North).
Transmission Phase II (North) is described as follows: The Facilities will connect at
Carmel 1st Avenue Substation; then the underground 69kV duct bank will travel north
approximately 1,878 feet in a City-granted Exclusive Public Road Underground Right-of-Way
EPRUROW) and will terminate at the 69kV riser structure north of 1st Street NW, all as depicted
and further described in the attached Exhibit 2 (Hereinafter, Relocation
Area). In the event of any conflict between this Section 2 and Exhibit 2in the description of the
Phase II (North) Project, the description in Exhibit 2 shall take precedence and the Parties agree
that the Phase II (North) Relocation Area, as depicted in Exhibit 2 shall be final unless amended
in a writing agreed upon and executed by both Parties.
Section 3City Obligations Prior to Commencement of Transmission Phase II (North)
Relocation Services:
Carmel, at its sole expense, shall provide to DEI the following items prior to the
commencement of any Transmission Phase II (North) Relocation Services (defined in Section 6
below) by DEI. The City agrees that the following are co
to perform the Transmission Phase II (North) Relocation Services and that if any of the following
conditions are not met, DEI may terminate this Agreement under Section 5 and shall have no
further obligations to the City and the City shall have no recourse against the DEI Releasees (as
that term is defined in Section 12, below). This Agreement is not intended to affect any rights the
City may have under law or equity against any third party, subject only to the indemnity provisions
of Section 12.
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A. Documentation from the appropriate Carmel governing body or entity that DEI has
been granted the EPRUROW necessary to create the Phase II (North) Relocation Area.
defined term (See Section 2) means that no other
utilities may run in parallel within the DEI EPRUROW and that any crossing utilities have
been approved in advance by DEI to ensure they are sufficiently distant from the
distribution and transmission line and clearly and readily identifiable, all as more fully
described below and subject to only those conditions set forth in Paragraph D (1) through
D (3). Such EPRUROW must be and remain i) Exclusive; ii) a minimum of 25 feet wide;
and iii) able to meet DEI engineering depth requirements which are dependent on grading
and other variables. DEI shall be first in time with respect to each easement grant in the
EPRUROW.
B. With respect to the EPRUROW:
1. DEI and the City shall work together to ensure that the EPRUROW and its
exclusivity shall have been properly memorialized and recorded with the
office;
2. Documentation of the passage of a non-revocable ordinance or resolution(s)
or similarly authorized entity)limiting
the City shall not use or authorize any third party to make use of the
located without the prior review and written approval of DEI (which may
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responsible for all costs if DEI must repair, modify or relocate its Facilities
as a result of any non-
3. Documentation that written direction shall have been provided by the City
ordinance/resolution and their conditions as set forth above in sub-
paragraph B(2).
4. Evidence that the City has ensured that where a new project or development
n and recording information in each
dedication or grant of public road right of way the City accepts from a
developer.
5. Documentation that, with respect to the EPRUROW, the City agrees that if
at any time a DEI Transmission Facility in said EPRUROW needs to be
relocated, modified or supported for a City project or any governmental
project, the City shall reimburse DEI for its actual costs incurred with such
relocation, modification or support (with DE Indiana providing the City
with reasonable documentation of any such costs).
Paragraphs 3(B) (1)-(4) are intended to provide third parties, including other utilities and
granted by the City for the Transmission Phase II (North) Relocation Area;
C.
waiving their statutory rights, present and future, to require DEI to (1) obtain a permit to
use any legal drain that is or may be placed in the Phase II (North) Relocation Areaand/or
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2) relocate, modify or support DEI facilities in the Phases II (North) Relocation Area at
the expense of DEI because of any present or future drain project or alternatively, proof
that any county drains have been transferred to the City and that the City has provided a
waiver that meets the terms of this Paragraph C;
D. Documents identifying all utilities and their location in the 25-foot EPRUROW in the
Phases II (North) Relocation Area. DEI shall have no obligation to proceed with the Phase
II (North) Relocation Services until such utilities have been identified and either relocated
or determined by DEI, in its sole judgment, to present no threat to the safety or reliability
of the Facilities, including without limitation, thermal influence; provided however, subject
to the following conditions:
1. Already existing City storm sewer or sanitary sewer may remain within in the
EPRUROW so long as the storm sewer or sanitary sewer or any portion thereof
does not present a threat to the safety or reliability of the Facilities as agreed to
by DEI in its reasonable discretion, and so long as it is only either storm sewer
or sanitary sewer but not both (except in limited instances where the two cross);
2.
lines so long as the City crosses in a perpendicular fashion, at an angle greater
than 30 degrees off the road center line, with appropriate clearances as required
or as agreed upon by the Parties. Any such crossings and their approval byDEI
shall be documented.
3. To the extent City storm sewer or sanitary sewer (or by agreement with DEI,
other utilities) remains in the DEI EPRUROW in the Phases II (North)
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Relocation Area, the City shall provide executed encroachment agreements
with DEI in a form acceptable to DEI.
e EPRUROW
presents a threat to the reliability or safety of the Facilities, that utility shall be relocated
by a party other than DEI at no cost to DEI or, if such utility cannot be relocated, the Parties
may agree to modify the Phase II (North) Relocation Area or, barring an ability to agree
on a modification, this Agreement shall be terminated without recourse to the City but
subject to the provisions of Section 11;
E. The documents described in Paragraph D above, shall have been provided during
preliminary engineering and DEI shall not be obligated to undertake final engineering until
such documents are received and approvals by DEI, if any, given;
F. Written verification that all necessary licenses and permits to effectuate Transmission
Phase II (North) Relocation Services have been obtained by the City for and to the benefit
of DEI, or if none are required, a statement that this is the case;
G. All easements and proof of title in a form acceptable to DEI, from property owners other
than the City, who must provide easements in the Transmission Phase II (North) Relocation
Area;
H. All rights of entry/access agreements, in aform acceptable to DEI, necessary to effectuate
the installation and maintenance of the Transmission Phase II (North) Facilities;
I. All soil boring results, based on soil borings initially staked by DEI as necessary to
effectuate Transmission Phase II (North) Project or re-staked by the City based on any
locations;
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J. All final road construction drawings/specifications/plans requested by DEI from the City
necessary to undertake preliminary and final engineering of the Transmission Phase II
North) Project;
K. A pre-qualified list of contractors, as approved by DEI, to whom the City intends to open
bidding for the construction of any underground duct banks in the Phase II (North)
Relocation Area;
L. Proof of construction of all necessary underground facilities in the Phase II(North)
by test results approved by DEI in its sole reasonable judgment and subject to the following
conditions:
1. DEI shall have free access to inspect all City-built facilities in the Phase II (North)
Relocation Area, with reasonable notice to the City, including duct banks and DEI
shall not be liable for delays or costs resulting from such inspections. Such
be part of the project costs to be paid by the City. No such inspections shall relieve
the City of any of its obligations to provide the items in Section 3, duct banks or
the Phase II (North) Relocation Area.
2. The City will undertake the construction of any necessary underground duct banks
and structures to effectuate the Relocation of the Facilities using a DEI-approved
and specifications. DEI will provide an inspector, to be charged as part of Project
costs, at the time of installation of such items to review and approve work as
satisfactorily completed. DEI will not assume any liability arising from or related
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to the incorrect construction of the underground ducts
reserves the right to reject the existing duct bank in the Phase II (North) Projectif
it does not meet its standards or is unable to pass testing prior to repairs. The City
agrees that itwill pay for any and all costs associated with the repair of the existing
duct bank in the event DEI determines that the existing duct bank can be used. DEI
will remain responsible for the design/construction and installation of electrical
equipment, but all costs associated therewith are to This
Agreement is not intended to affect any rights the City may have under law or
equity against any third party, subject only to the indemnity provisions of Section
12.
M. All necessary environmental test results, showing no negative conditions, as necessary to
effectuate the Phases II (North) Project. In the event environmental
boring/testing/sampling reveals any type of environmental condition that may affect
reliable and safe service via underground Facilities in the Phase II (North) Project, the
Phase II (North) Project may be cancelled pursuant to Section 5 and the Phase II (North)
Transmission Facilities will remain above-ground in the existing Easements; and
N. Payment of any Invoice or Procurement Agreement issued to the City for pre-order, long
lead materials necessary to undertake the Phase II (North) Project.
Section 4-- the Transmission Phase II
North) Relocation Services:
DEI shall provide to City the following prior to the commencement of the Transmission
Phase II (North) Relocation Services:
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A. The location for any soil borings necessary for preliminary engineering, subject to the
Section 3(I);
B. Upon receipt from the City of the final road design, the location of any final design
borings and/or environmental borings, subject to Section 3(I);
C. Upon receipt from the City of the final road design, easement documents prepared by
or on behalf of DEI, for which the City will obtain signatures, to secure the easements
and EPRUROW for the Phase II (North) Relocation Area;
D. The materials estimate for work on the Transmission Phase II (North) Project;
E. Design and test specifications for any underground duct construction to be done by the
F. Written approval or reasons for rejection, if any, of a) soil borings; b) environmental
borings; or c) duct banks or test results.
1. If DEI determines that duct banks or other City-built facilities in the Phase II
North) Relocation Area does not meet DEI specifications for Transmission
Facilities, DEI will notify the City in writing and in good faith, will work with the
City to resolve such discrepancies to its reasonable satisfaction.
2. If discrepancies are not resolved within 30 days of notice or cannot be resolved,
DEI may either fix the discrepancies to its satisfaction at the sole cost to the City
and, if that is not possible, may terminate this Agreement pursuant to Section 5.
Section 5 -- Termination Prior to Commercial Operation of the Transmission Phase II
North) Relocated Facilities:
1. By City. Upon 15 days written notice to DEI, the City shall have the right to terminate
this Agreement at any time prior to the operation of the relocated Transmission Phase
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II (North) Facilities, provided that City shall pay for all costs incurred by DEI arising
out of or relating to the Relocation Services, which Services are more fully described
in Section 6, and the MOU and that are or may reasonably be incurred in terminating
this Agreement.
2. By DEI
the conditions precedent under Section 3 or the terms of the MOU, DEI may terminate
this Agreement; provided however, the City shall have been given written notice by
DEI of any default and 15 business days to cure said default prior to the written notice
of termination under this section and provided that once DEI has relocated the
Transmission Facilities underground, absent cause, it will not terminate this
Agreement. In the event of a termination under this section, the City, on behalf of any
of its Boards or entities, shall pay for all costs incurred by DEI arising out of or relating
to the Transmission Phase II (North) Relocation Services, pursuant to Section 11 and
that are or may reasonably be incurred in terminating this Agreement. The City, nor
any of its Boards or other entities, shall have recourse against DEI under this
Agreement or the MOU arising from a termination under this Section 5.
3. In the event this Agreement and the MOU are terminated, all Phase II (North)
Transmission Facilities will remain in the existing above-ground Easements and the
City will take no action to interfere with or otherwise eject or remove DEI from the
above-ground Easements.
Section 6 Transmission Phase II (North) Relocation Services:
Assuming the City has met its obligations under this Agreement and specifically, all the
conditions precedent under Section 3 and assuming neither Party has terminated this Agreement
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under Section 5, DEI, with its regular construction or maintenance crew and personnel, at its
standard schedule of wages and working hours, or by a DEI approved contractor, and at the sole
expense of the City, shall relocate the Transmission Facilities currently in the Easements to the
Phase II (North) I (North) Re
Transmission Phase II (North) Relocation Services performed by DEI shall be limited to installing,
testing, and commissioning all transmission Facilities in City-built and provided duct banks (or
where applicable, in above-ground easements) in the Phase II (North) Relocation Area.
Section 7 Relinquishment of Easements:
DEI will retain its current Easements and maintain energized above-ground Facilities until
all of the following have been confirmed by DEI in its reasonable discretion: a) the new easements
have been granted and are recorded so as to confer the necessary rights on DEI and to provide
adequate notice to third parties; b) the underground facilities are tested, energized and operational;
and c) all existing customers are assured continuous services. Only if and after these requirements
are met, will DEI remove overhead facilities and upon completion of the removal, release any
portion of its Easements and then only with respect to the Transmission Phase II (North) Services
that have been completed. In the event the above-ground Facilities have third-party attachers, the
City shall be responsible for contacting such third-party attachers to remove any of the third-party
ded the City with all available information about
potential third party attachers and shall have no further obligation to contact them, remove the
facilities, or any liability for costs associated with their removal. If at the time DEI is ready to
remove its above-ground Facilities and third--
ground Facilities, DEI will leave any necessary remaining portions of such Facilities (for example,
some portion of a pole), which then shall become the sole responsibility of the City.
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Section 8 -- Road Closures:
The City agrees that at its sole expense it will give DEI immediate and unrestricted access
to any new underground Facilities via street closures (or other necessary actions), and will
undertake immediate traffic control in the event of an emergency condition to effectuate repairs
and maintenance to the Facilities. The City acknowledges that street closures may occur for
extended periods to allow for repair, maintenance or replacement and agrees to provide the
necessary time without pressure to reopen such streets. For non-emergency conditions for repairs
and maintenance, notice shall be given by DEI, with reasonable efforts to avoid repairs and
maintenance during previously scheduled festivals, events or parades. Upon such notice, the City
shall give the same access as for emergency repairs or maintenance. The Parties agree that
include but are not limited to, unplanned work and any work that is subject
to a MISO-imposed timeline. The City shall provide acopy of this or any later relevant agreement
to the appropriate City departments or entities with which DEI must work in these situations. For
example, if the police department will effectuate a street closure, the department must be given
notice of this provision and the City must provide a point of contact to DEI. That point of contact
shall have all necessary authority to grant DEI immediate access.
Section 9 No Warranties:
outside of this Agreement, DEI disclaims any and all warranties with respect to the Transmission
Phase II (North) Relocation Services performed hereunder and the Phase II (North) relocated
Transmission Facilities and ALL WARRANTIES WHETHER STATUTORY, ORAL, WRITTEN, EXPRESS OR
IMPLIED, INCLUDING THE IMPLIED WARRANTY OF MERCHANTABILITY AND FITNESS FOR A
PARTICULAR PURPOSE OR ANY GUARANTEES ON COMPONENT LIFETIME ARE HEREBY DISCLAIMED BY
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DEI AND ITS AFFILIATES. This Agreement is not intended to affect any rights the City may have
under law or equity against any third party, subject only to the indemnity provisions of Section 12.
Section 10 Title and Risk of Loss:
A. Title to Relocation Facilities in the Relocation Areas: To the extent the City provides duct
banks or other relocation facilities in the Phase II (North) Relocation Area, ownership and
title to such facilities shall remain with the City as applicable both during the Phase II
North) Relocation process and for the entire period that the Transmission Facilities remain
in the Phase II (North) Relocation Area subject to the easements and rights of use to be
granted to DEI in accordance with the terms of this Agreement and as contemplated in the
MOU.
B. Risk of Loss/ Maintenance of City-provided Relocation Facilities: The City shall be solely
responsible for the cost of maintenance, repair, replacement and upkeep of any City-owned
duct banks or relocation facilities provided by the City in accordance with the terms of this
Agreement or as contemplated in the MOU. The City and DEI shall coordinate with each
other to undertake such maintenance, repair, replacement and upkeep which, in some
C. Maintenance of Phase II (North) Transmission Facilities in the Relocation Area: On an
ongoing basis, the City shall pay the cost differential arising from or relating to repair,
maintenance, replacement and/or relocation of the underground transmission Facilities,
which shall be calculated by taking the actual costs incurred less the repair cost of the same
span in feet of overhead facilities, calculated in the year in which the maintenance, repair
or replacement occurs. For example, if the actual cost of repairing 50 feet of new
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underground facilities that are built as part of this Project in Year X is $100,000 and the
cost of repair of 50 feet of overhead facilities in Year X is $50,000, the City shall pay the
50,000 differential. Avoided costs, including operation and maintenance costs will not
s that such costs are
speculative.
Section 11 -- Payment by the City for Relocation Services:
The City shall pay all costs arising from or relating to this Agreement and/or the
Transmission Phase II (North) Relocation Services, subject to usual DEI payment times, terms and
conditions. Such payments shall be due and payable whether the Transmission Phase II (North)
Relocation Services are completed or termination under Section 5 occurs. For clarity, and by way
of example, if DEI incurs engineering or other costs in considering the feasibility of the
Transmission Phase II (North) Relocation Services and concludes that the work cannot move
forward under these
but are not limited to costs related to obtaining necessary easements or other property interests in
the Transmission Phase II (North) Relocation Area, and engineering costs, environmental costs,
purchase of materials, supervision, testing, the construction and relocation of DEI (or its
ofthe
existing above-ground facilities, as such r
business. The City acknowledges and agrees that DEI will not subsidize any cost of this Project
at the expense of other DEI customers or Duke Energy Corporation shareholders. On not less than
amonthly basis, DEI shall have the right to invoice the City for actual costs incurred (or to be
incurred when ordering goods and services). The invoice shall be submitted in writing and provide
a summary of actual costs. The City shall pay the invoice within thirty (30) days after approval by
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the Board of Public Works. If any dispute arises with respect to an invoice, the undisputed portion
shall be paid and the remainder shall be subject to the procedures set forth in Section 17.
Section 12 -- Indemnification of DEI by City:
To the maximum extent permitted by law, the City shall indemnify and hold harmless DEI
and its parents, subsidiaries, successors, assigns, and affiliates and their respective employees,
directors, officers, members, carriers, agents, contractors, and representatives (collectively DEI
Releasees) from and against all liability, losses, costs, claims, damages, expenses, including,
reasonable judgments and awards (whether or not covered by insurance)
arising from or relating to, in whole or in part, or claimed to arise from or related toany injury or
damages including without limitation, claims arising from breach of contract personal injury or
property damage to any party or entity, caused or alleged to have been caused by (x) DEI
Releasees, in performance of any action under this Agreement except to the extent caused by the
sole negligence or, willful and wanton misconduct of DEI Releasees; (y) the City, its respective
employees, agents, representative, contractors, or assigns (collectively City Releasors); (z) or any
third party or entity acting as a representative or agent for or contractor or subcontractor of the
City in connection with the Phase II (North) Project. City shall provide proof of insurance
coverage sufficient to meet the obligations under this Agreement. DEI Releasees shall be named
as additional insureds on such coverage and the City shall provide DEI with proof of such coverage
prior to commencement of the Phase II (North) Relocation Services. The City Releasors waive all
rights they may have to recovery, including for contribution, as against Duke Releasees.This
Agreement is not intended to create indemnification obligations by the City for claims between
and among contractors and their subcontractors, arising from the Phase II (North) Project, except
to the extent set forth above.
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Section 13 -- Environmental Indemnification of DEI by the City:
Subject to the same terms and conditions set forth in Section 12 and incorporated herein
by reference, City Releasors shall indemnify, defend and hold harmless DEI Releasees from and
against all liability, losses, costs, claims, damages, expenses, including, judgments and awards,
reasonable (whether or not covered by insurance) arising from or relating
to, in whole or in part, or claimed to arise from or related any Environmental claims.
Environmental Claims shall include losses, damages, claims, suits, costs, expenses, liabilities,
fines and sanctions of any kind relating to the a) use, transportation, generation, handling, storage,
treatment, recycling, reclamation, disposal, emission, discharge, spill, leak, injection, escape,
dumping, release or threatened release in any workplace or to the land, air, surface or ground
waters or other environmental medium, on or off-site of any Hazardous Materials; b) any
environmental cleanup; c) the cost of complying with applicable EHS Standards; or d) any claim
of non-compliance with an EHS Standards. Hazardous Materials means any and all dangerous,
hazardous, toxic, radioactive substances, hazardous wastes, special and controlled wastes; oils
petroleum and petroleum products, hazardous materials, dangerous good, hazardous chemicals and
other materials which may be hazardous to human health or the environment and which are or may
be controlled under EHS Standards. This Agreement is not intended to create indemnification
obligations by the City for claims between and among contractors and their subcontractors, arising
from the Phase II (North) Project, subject only to the provisions of Section 12.
Section 14 -- Successors, Transferees and Assigns:
EPRUROW and easements that are part of the Transmission Phase II (North) Relocation Area
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shall remain effective and shall not be revoked by the City for any reason or in any manner until
DEI cedes or abandons them.
Section 15 -- Representations, Warranties and Covenants:
Each Party represents and warrants to the other Party that:
A. The execution, delivery and performance of this Agreement and any documents or
things required thereunder are validly authorized by such Party and no other
governmental body or entity, board, corporate, limited partnership or limited liability
company action of such Party is necessary to authorize the execution, delivery and
performance of the same;
B. This Agreement and any documents or things required thereunder have been or are
authorized as duly and validly executed and delivered by such Party;
C. This Agreement and as applicable, certain documents required hereunder constitute
valid and binding obligations, enforceable against it in accordance
with its terms;
D. Neither the execution and delivery by each Party of, nor its performance under the this
Agreement conflicts with, results in abreach of any provision of, constitutes adefault
with or without notice or lapse of time or both) under, or requires a consent or waiver
under any ordinance, regulation, statute, law or agreement, instrument or other
contract, arrangement, understanding, or commitment, whether written or oral, to
which such Party is a party or by which it or its assets are bound;
E. With respect to the MOU and this Agreement and the documents or things required
thereunder, each Party:
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1. Has read the document and has been advised by counsel of their choosing as to its
legal effect;
2. Has not assigned, transferred or granted or purported to assign or transfer or grant
any of the rights thereunder;
3. Agrees that any negotiations or agreements prior to the execution of the MOU and
the execution of this Agreement are merged into those documents;
4. No representation, promise or inducement whatsoever not contained herein has
been made by any one party to another and the MOU and this Agreement is
executed without reliance upon any statement or representation by any other Party,
including their counsel.
Section 16 -- Governing Law/Jury Trial:
This Agreement has been executed in the State of Indiana and shall be governed in all
respects by the laws of Indiana. The Parties agree that any action to enforce the terms of this
Agreement will be brought in a state court in Indiana in Hamilton County. Both Parties
relinquish and waive their right to a jury trial.
Section 17 Dispute Resolution:
The Parties shall notify each other of any dispute or claim hereunder within 15 days of the
first day of the event giving rise to a claim or dispute. The Parties shall attempt to resolve any
claims arising out of or resulting from this Agreement promptly by negotiation between
individuals who have authority to settle disputes and who are a higher level of management then
person who have direct responsibility to administer this Agreement. If a dispute is not resolved
within 45 days of notice under this Section, and this Agreement is not otherwise legally terminated,
either Party may initiate litigation.
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Section 18 -- Severability:
The provisions of this Agreement shall be deemed severable, and the invalidity or
unenforceability of any one or more of said provisions shall not affect the validity and
enforceability of the other provisions contained herein.
Section 19 -- Waiver:
No waiver of any provision of this Agreement shall be valid unless it is in writing and
signed by the Party against whom the waiver is sought to be enforced. No valid waiver of any
provision of this Agreement shall be deemed a waiver of any other provision contained herein.
Section 20-- Modification:
No change, addition or modification of this Agreement shall be binding unless it is in
writing and signed by the Parties.
Section 21 -- Execution of this Agreement:
This Agreement may be executed in one or more duplicate original counterparts and by
facsimile, with the same force and effect as if all the signatures were set forth upon a single
original instrument.
Section 22 --
If any legal action or other proceeding is brought to enforce or interpret this Agreement or the
MOU or any of the documents executed pursuant hereunder, each Party shall bear its own
Section 23 Notices:
The Parties designate the following to receive any required notices under this Agreement:
For DEI:
Susan Evans
Transmission Project Manager
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1000 E. Main Street, Plainfield IN 46168
Susan.evans@duke-energy.com
317-838-4181
Ryan Hart
Midwest Regional Land Services
1000 E. Main Street, Plainfield IN 46168
Ryan.hart@duke-energy.com
317-838-2403
Mark LaBarr
Community Relations & Economic Development IN
100 S. Mill Creek Road, Noblesville IN 46062
Mark.labarr@duke-energy.com
317-776-5324
Ariane Johnson
Associate General Counsel
1000 E. Main Street, Plainfield IN 46168
Ariane.johnson@duke-energy.com
317-838-1035
For Carmel:
City of Carmel Department of Redevelopment
Director Henry Mestetsky
30 W. Main Street
Carmel, IN 46032
hmestetsky@carmel.in.gov
317-571-2492
City of Carmel Utilities Department
Director John Duffy
30 W. Main Street
Carmel, IN 46032
jduffy@carmel.in.gov
317-571-2442
Carmel Engineering Department
Jeremy Kashman- City Engineer
One Civic Square
Carmel, IN 46032
jkashman@carmel.in.gov
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Office of Corporation Counsel
One Civic Square
Carmel, IN 46032
Mayor James Brainard
One Civic Square
Carmel, IN 46032
jbrainard@carmel.in.gov
Such persons may be changed from time to time. All notices shall be in writing, delivered
personally or by U.S. Mail or email. The date of receipt of other designated date shall be the date
of notice.
Section 24 Tax Gross Up Payments and Representations by Carmel Regarding Master
Development Plan and Indemnification of DEI.
On the following basis, DEI agrees to forego collection of tax gross-up charges from
Carmel, which would be due if the reimbursements (or any part thereof) were deemed to be
contributions in aid of construction taxable to DEI:
A. Carmel represents and warrants that the Phase II (North) Project and all
reimbursements for costs to DEI under this Agreement are made pursuant to a
Pub. Law 115-97, Section
13312(b)(2) (12/22/2017), which master development plan was approved by a
governmental entity prior to December 22, 2017, and that payments to DEI made
under this Agreement qualify for the exception specified in Pub. Law 115-97,
Section 13312(b)(2) (12/22/2017), which exempts the reimbursements from being
deemed to be contributions in aid of construction, taxable to DEI under 26 U.S.C.
Section 118(b)(2);
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B.
contrary to those representations or that would cause those representations to be
challenged except to the extent required by applicable law or regulation; and
C. -up charges
from Carmel, which would be due if the reimbursements (or any part thereof) were
deemed to be contributions in aid of construction taxable to DEI, Carmel hereby
covenants and agrees to indemnify and to hold harmless DEI from and against any
claim, liability, damages or loss, including any tax, penalties, or interest resulting
warranties made by the Carmel under this Section or any finding that any
representation or warranty under this Section is false or inaccurate in whole or in
part.
Section 25 Non-Precedent Setting:
The City agrees that this Project is non-precedent setting. No agreement in respect to this
Project may be used as basis to claim waiver, acquiescence or agreement by DEI to any other
future project.
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