HomeMy WebLinkAboutCC-12-19-22-01 Payment of Outstanding 2013 Redevelopment District Bonds that funded Illinois Street Project & Approval of Related Amendments to the TIF Revenue Deposit Agreement
Sponsor: Councilor Worrell
RESOLUTION CC-12-19-22-01
A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF CARMEL, INDIANA
AUTHORIZING THE CASH DEFEASANCE AND RETIREMENT OF CERTAIN
REDEVELOPMENT DISTRICT BONDS, APPROVING THE FORM OF AN AMENDED
AND RESTATED REVENUE DEPOSIT AGREEMENT AND
AUTHORIZING MATTERS RELATED THERETO
Synopsis:
Resolution approves (1) the payment in full of all outstanding 2013 Redevelopment
District Bonds that funded the Illinois Street project, and (2) related amendments to the TIF
revenue deposit agreement between the City and the CRC.
WHEREAS, the City of Carmel Redevelopment Commission (the “Commission”)
pursuant to IC 36-7-14 (the “Act”) serves as the governing body of the City of Carmel
Redevelopment District (the “District”); and
WHEREAS, the Commission has previously created certain “allocation areas” in order to
capture property tax proceeds derived from incremental assessed valuation of real and certain
depreciable personal property in such allocation areas which is in excess of the “base assessed
value” (such property tax proceeds hereinafter referred to as “TIF Revenue”), all pursuant to and
as described Indiana Code 36-7-14-39 and Indiana Code 36-7-14-39.3; and
WHEREAS, the Commission has previously incurred certain obligations (including the
hereinafter defined 2013 Bonds) in order to finance certain improvements located in, or serving
or benefitting, one or more of such allocation areas, and the Commission reasonably expects to
repay such obligations from TIF Revenue to be received from such allocation areas; and
WHEREAS, the City of Carmel, Indiana (the “City”) and the Commission have
previously executed the Amended and Restated Revenue Deposit Agreement, dated as of
September 14, 2021 (the “Existing Revenue Deposit Agreement”), in order to establish a
procedure for setting aside the TIF Revenue, as and when received, for the purpose of ensuring
the timely payment of such obligations as the same shall become due in accordance with their
respective terms, and to establish a supplemental reserve fund thereunder (the “Supplemental
Reserve Fund”); and
WHEREAS, pursuant to Resolution No. 2013-5, adopted by the Commission on October
16, 2013 (the “Bond Resolution”), as approved by Resolution CC-11-04-13-02 (formerly CC-10-
07-13-02), As Amended, adopted by the Common Council of the City (the “Common Council”)
on November 4, 2013, the Commission, as governing body of the District and acting in the name
of the City, issued its City of Carmel, Indiana Redevelopment District Bonds of 2013 (Illinois
Street Project), on December 5, 2013 (the “2013 Bonds”), currently outstanding on the date
hereof in the aggregate principal amount of $4,830,000, and maturing or subject to mandatory
sinking fund redemption in various amounts on each January 15 and July 15 with a final maturity
date of January 15, 2035; and
WHEREAS, the 2013 Bonds maturing on and after July 15, 2022, are subject to
redemption, at the option of the Commission, on January 15, 2022, or any date thereafter, upon
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thirty (30) days’ written notice, at 100% of the face value plus accrued interest to the date fixed
for redemption; and
WHEREAS, the City and the Commission have determined, with the financial advice of
Baker Tilly Municipal Advisors, LLC, as municipal advisor to the City and the Commission, that
it is in the best interests of the City and the Commission to defease and retire the 2013 Bonds by
applying funds of the Commission on deposit in the Supplemental Reserve Fund to the
defeasance and retirement thereof; and
WHEREAS, a need exists to further amend and restate the Existing Revenue Deposit
Agreement to (a) reflect the anticipated defeasance of the 2013 Bonds, (b) revise the
requirements for the Supplemental Reserve Fund, and (c) add additional allocation areas,
together with the additional TIF Revenues derived therefrom, to the terms of the agreement
(collectively, the “2022 Amendments”);
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of
Carmel, Indiana, as follows:
1. Cash Defeasance and Retirement of 2013 Bonds. The Council hereby authorizes
and approves of the use of amounts currently on deposit in the S upplemental Reserve Fund to
defease and retire the outstanding 2013 Bonds. The Council hereby orders, authorizes and
directs the City Controller to apply amounts on deposit in the Supplemental Reserve Fund to the
defeasance and retirement of the 2013 Bonds as soon as can be done. The proper officers of the
City are hereby authorized and directed to enter into such agreements or to take such actions and
execute such documents, including providing any directions or notices related thereto, as they
shall determine necessary to effect the cash defeasance and retirement of the 2013 Bonds.
2. Revenue Deposit Agreement. In order to facilitate the defeasance of the 2013
Bonds and add additional allocation areas to the terms thereof, the Mayor is hereby authorized to
execute an Amended & Restated Revenue Deposit Agreement reflecting the 2022 Amendments,
in substantially the form presented to this meeting.
3. Effectiveness. This Resolution shall be in full force and effect from and after its
passage by the Council and approval by the Mayor as required by law.
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PASSED by the Common Council of the City of Carmel, this _____ day of _____________,
2023, by a vote of ______ ayes and ____ nays.
COMMON COUNCIL OF THE CITY OF CARMEL, INDIANA
___________________________________
Jeff Worrell, President Laura Campbell, Vice-President
___________________________________ ____________________________________
Kevin D. Rider H. Bruce Kimball
___________________________________ ____________________________________
Sue Finkam Anthony Green
___________________________________ ___________________________________
Adam Aasen Tim Hannon
___________________________________
Miles Nelson
ATTEST:
__________________________________
Sue Wolfgang, Clerk
Presented by me to the Mayor of the City of Carmel, Indiana this ____ day of
_________________________ 2023, at _______ __.M.
____________________________________
Sue Wolfgang, Clerk
Approved by me, Mayor of the City of Carmel, Indiana, this _____ day of
________________________ 2023, at _______ __.M.
____________________________________
James Brainard, Mayor
ATTEST:
Sue Wolfgang, Clerk
Prepared by: Bruce D. Donaldson
Barnes & Thornburg LLP
11 South Meridian Street
Indianapolis, IN 46204
DMS 24440803.1
DocuSign Envelope ID: 91E397CA-3320-4B5A-B5CC-E08232D0863D
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