HomeMy WebLinkAboutG-2025-007-Approving-Management-Agreement-for-Pedestrian-Bridge (Park Board)
RESOLUTION NO. G – 2025 – 007
RESOLUTION OF THE CARMEL/CLAY BOARD OF PARKS AND RECREATION
APPROVING MANAGEMENT AND USE AGREEMENT FOR BUR OAK PEDESTRIAN BRIDGE
The Carmel/Clay Board of Parks and Recreation (the “Board”) met at a duly called and
authorized meeting of the Board held on the date set forth below, such meeting being called
pursuant to a notice stating the time, place and purpose of the meeting received by all of the
Board Members, and the following Resolutions were made, seconded and adopted by a majority
of those present at the meeting, which constituted a legal quorum of the Board.
WHEREAS, Clay Township of Hamilton County, Indiana (the “Township”) has constructed
the Bur Oak Pedestrian Bridge across the White River at Hazel Dell Park at 106th Street (the
“Bridge”); and
WHEREAS, the Bridge is now substantially completed and is ready for use by the general
public; and
WHEREAS, the Board desires to approve a Management and Use Agreement with the
Township for the continuing maintenance and use of the Bridge by the Carmel Clay Parks
Department (the “Department”) in accordance with the form of agreement attached hereto as
Exhibit A.
NOW, THEREFORE, BE IT RESOLVED BY THE CARMEL/CLAY BOARD OF PARKS AND
RECREATION AS FOLLOWS:
Section 1. The foregoing Recitals are incorporated herein by this reference.
Section 2. The Board hereby approves the Management and Use Agreement attached
hereto as Exhibit A and ratifies and approves all actions previously taken by the Department in
furtherance thereof.
Section 3. The Director and/or Assistant Director of the Department are hereby
authorized, empowered and directed to execute the Management and Use Agreement and to
take all action necessary to approve the same with such changes as the Director determines are
necessary as evidenced by his signature thereon.
Section 4. This Resolution shall take effect immediately upon its adoption.
[Signature page follows]
APPROVED AND ADOPTED by the Carmel/Clay Board of Parks and Recreation on this 18th
day of November, 2025, by a vote of 6 ayes and 0 nays.
CARMEL/CLAY BOARD OF PARKS AND RECREATION
Judith F. Hagan, President X
Aye Nay Absent
Jenn Kristunas, Vice-President X
Aye Nay Absent
Mark Westermeier, Treasurer X
Aye Nay Absent
Katie Mueller, Secretary X
Aye Nay Absent
Jonathan Blake X
Aye Nay Absent
James D. Garretson X
Aye Nay Absent
Josh Orahood X
Aye Nay Absent
Jon Shapiro X
Aye Nay Absent
Riddhi Shukla X
Aye Nay Absent
CERTIFICATION
I certify under the penalties of perjury that the foregoing members of the Carmel/Clay Board of
Parks and Recreation voted as indicated above at a public meeting on November 18, 2025.
Judith F. Hagan, President
Judith F Hagan
EXHIBIT “A”
Form of Management and Use Agreement
______________________________________________________________________________
MANAGEMENT AND USE AGREEMENT
(Bur Oak Pedestrian Bridge)
Between
CLAY TOWNSHIP OF HAMILTON COUNTY, INDIANA
An Indiana Political Subdivision
and
CARMEL/CLAY BOARD OF PARKS & RECREATION
An Indiana Political Subdivision
Effective as of the 15th day of October, 2025
For
Bur Oak Pedestrian Bridge
Hazel Dell Park
Carmel, IN
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MANAGEMENT AND USE AGREEMENT
THIS MANAGEMENT AND USE AGREEMENT (hereinafter the “Agreement”)
effective as of the 15th day of October, 2025 (the “Effective Date”), is by and between Clay
Township of Hamilton County, Indiana (the “Township”), and Carmel/Clay Board of Parks
& Recreation, an Indiana political subdivision (the “Board”), each referred to as “Party” and
collectively the “Parties.”
Recitals
A. Pursuant to a Donation Agreement dated February 20, 2024 (“Donation
Agreement”) by and between the Parties, the Township financed, acquired and constructed the
Bur Oak Bridge at Hazel Dell Park as further described in Exhibit A (the “Project”) for the
benefit and use of the citizens of the Township.
B. The Project was constructed across the White River and is connected to both the
City of Fishers and the Township as further depicted in Exhibit B (the “Project Site”).
C. The Project was substantially completed as of October 15, 2025 as set forth in the
certificates attached hereto as Exhibit C.
D. Section 5 of the Donation Agreement expressed the parties’ intent to enter into a
Management Agreement for the maintenance and upkeep of the Project by the Board upon its
completion.
E. The Township desires to grant exclusive management and use of the Project to the
Board for the purpose of serving the public and the citizens of the Township and adjacent units
with recreational opportunities as further described herein.
F. The representations, covenants and recitations set forth in the foregoing recitals
are material to this Agreement and are hereby incorporated into and made a part of this
Agreement.
Agreement
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency
of which are acknowledged hereby, the Township and the Board agree as follows:
1. Defined Terms.
Bonds shall mean the Clay Township, Hamilton County, Indiana General Obligation
Bonds, Series 2020B (Pedestrian Bridge Project) with final maturity on July 15, 2040.
Board shall mean the Carmel/Clay Board of Parks and Recreation.
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Board Designee shall mean the individual designated by the Board as the decision maker
on matters related to the management and use of the Project. The Board has designated Michael
Klitzing, in his capacity as Director of the Carmel Clay Department of Parks and Recreation, and
his successors in such position, to serve as the initial Board Designee. Any change or amendment
to the Board Designee shall be communicated by the Board to the Township in writing.
Bridge Contractors shall mean those entities or individuals under contract with the Board
for any portion of the operation, maintenance, repair and other services related to the Project and
shall include their respective agents, employees and subcontractors.
Claims shall mean claims, liabilities, damages, injuries, losses, liens, costs, and/or
expenses (including, without limitation, reasonable attorneys' fees and costs); provided that in no
event shall Claims include consequential or punitive damages.
Donation Agreement shall mean the certain Donation Agreement dated February 20,
2024 entered into by and between the Parties for the financing of the Project.
Effective Date shall mean the date the Project is finally complete and ready for occupancy
and use by the Board.
Event of Default shall have the meaning set forth in Section 12 of this Agreement.
Force Majeure shall mean any cause that is not within the reasonable control of the Board
or the Township, respectively, including, without limitation: (a) unusually inclement weather,
including prolonged inclement cold, rain, ice, sleet, snow or hail; (b) the unusual unavailability of
materials, equipment, services, or labor; (c) utility or energy shortages or acts or omissions of
public utility providers; and (d) acts of God, war, civil disobedience or riots.
Law or Laws shall mean all applicable laws, statutes, ordinances and any governmental
or judicial rules, regulations, guidelines, judgments, orders, and/or decrees which are applicable
to the Project.
Major Repairs shall have the meaning set forth in Subsection 4(b) of this Agreement.
Naming Rights shall have the meaning set forth in Section 8 of this Agreement.
Operating Expenses shall mean any or all of the following: (i) all costs and expenses
properly incurred in connection with the operation, management and maintenance of the Property,
including, without limitation, all departmental expenses, administrative and general expenses,
advertising and business promotion expenses, heat, light, power, electricity, gas, telephone,
internet, cable and other utilities; (ii) the cost of inventories and supplies consumed in the
operation of the Project; (iii) the reasonable cost and expense of audit, accounting, legal,
technical, and other professional consultants and operational experts who are retained by the
Board, directly relating to the Project and/or the operation thereof; (iv) insurance costs required
or authorized in Section 7; (v) any and all taxes and fees imposed or assessed against the
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Township and based on or related to the ownership or operations of the Project; (vi) personnel
costs for employees or contractors directly allocable to the operations of the Project; and (vii)
costs of general maintenance and repairs of the Property, except for those matters constituting
Major Repairs.
Project shall mean the Bur Oak Pedestrian Bridge more fully described in Exhibit A
attached hereto.
Project Financing shall mean the Bonds financing the design and construction of the
Project, and related donations received from other Indiana political subdivisions.
Project Site shall mean the site depicted on Exhibit B.
Property shall mean collectively the Project and the Project Site and all related rights,
hereditaments, easements and ancillary property rights related thereto.
Required Permits shall mean all permits, licenses, approvals, and consents required by
the Laws for the occupancy and use of the Project.
Sponsorship Rights shall have the meaning set forth in Section 8 of this Agreement.
Term shall have the meaning set forth in Section 1 of this Agreement.
Township shall mean Clay Township of Hamilton County, Indiana, an Indiana political
subdivision, acting by and through the duly elected and qualified Township Trustee.
Trustee shall mean the duly elected and qualified trustee of the Township.
WITNESSETH:
In consideration of the mutual covenants contained in this Agreement, the Parties hereby
agree as follows:
1. Property, Term and Warranty.
(a) (i) The Township does hereby grant to the Board the possession and use of the
Project, to have and to hold the same, with all rights, privileges, easements and appurtenances
belonging thereunto, for a term beginning on the Effective Date, and ending on July 15, 2040 (the
“Term”) and upon the final payment or redemption of the Bonds. By mutual agreement of the
Parties, the description of the Property may be amended to add additional real estate or
improvements to the Property or to remove any portion of the Property, subject to compliance with
any requirements related to the Project Financing. On July 15, 2040, this Agreement shall
automatically renew for one (1) year terms (a “Renewal Term”) unless terminated by either Party
by written notice to the other Party no later than December 31 of the year prior to the year of
termination.
(ii) Notwithstanding the foregoing, the Term will terminate at the final payment
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or defeasance of all Bonds issued by the Township (i) to finance the cost of the Project, (ii) to
refund such Bonds, (iii) to refund such refunding Bonds, or (iv) to otherwise improve the Property.
Renewal Terms shall automatically commence upon such alternate termination date.
(iii) The Township hereby represents that as of the Effective Date it is possessed
of good and indefeasible title in fee simple to the Project, and the Township warrants and will
defend the same against all claims whatsoever not suffered or caused by the acts or omissions of
the Board or its assigns.
(b) Additional construction work may be performed and additional equipment may be
purchased and installed by the Board at the Project Site, but only with the prior approval of the
Trustee, and only if such changes, additional construction work or additional equipment do not
alter the character of the Property or reduce the value thereof. Any such additional construction
work or additional equipment shall become part of the Property and shall be covered by this
Agreement.
2. Rental Payments, Utilities and Operating Expenses. The Board agrees to pay to
the Township rental for the Project at a rate per year during the Term not to exceed One Dollar
($1.00). The Board agrees to pay all Operating Expenses incurred at the Property during the Term,
as well as all expenses for programming and special events at the Property.
3. Use and Operation of Project.
(a) Use. The Project is to be used by the Board to benefit the public, including the
citizens of the Township and the City of Carmel, Indiana and adjacent political subdivisions. The
Board shall facilitate, direct, and manage year-round programming, if any, related to the Project
and shall adopt and enforce rules necessary for the efficient and safe use and operation of the
Property.
(b) Rents and Revenues. Subject to the requirements of Section 8, Section 11 and
Exhibit E, the Board shall have the right to charge reasonable rents or usage fees for the Project.
Proposed rental and usage rates shall be filed with the Township upon request from the Trustee;
however, the Board shall retain the right, in its sole discretion, to offer concessions, credits, and/or
discounts to rental and usage rates.
(c) Employees and Personnel. The Board shall be solely responsible for hiring,
supervising and discharging all labor, employees or contractors required for the operation,
maintenance and management of the Property and the Township shall have no responsibility
therefore and shall be indemnified by the Board from any Claims related thereto.
(d) Records and Reporting. The Board shall at all times maintain accurate books and
records reflecting the operating revenues and expenses for the Project consistent with the
requirements of the Indiana State Board of Accounts. The operating records for the Property shall
at all times be open to the Township and the State Board of Accounts for audit and review
purposes, to the extent required by law. Nothing contained herein shall require the Board to
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maintain separate accounts for operating revenues and expenses for the Property separate from
other properties operated by the Board.
(e) Assignment of Rights and Warranties. The Township hereby assigns to the Board
all of its right, title and interest in and to all warranties regarding the construction or repair of the
Property, or any equipment or furnishing therein, and otherwise assigns to the Board any benefits
it may have in and to said warranties and agrees to take reasonably action to sign such documents
or documentation as may be necessary upon written request of the Board to effectuate the terms of
this provision. The foregoing assignment is an assignment of rights only, and the Township shall
continue to hold its right, title and interest in and to all such warranties in addition to the assignment
to the Board.
4. Maintenance, Alterations and Repairs.
(a) Maintenance. The Board shall have the full responsibility to operate, maintain and
repair the Property during the Term, keeping it in good repair, working order and condition at its
sole expense. The Board shall use and maintain the Property at all times in accordance with the
Laws and shall:
(i) Provide adequate routine maintenance and cleaning programs;
(ii) Provide all maintenance, repairs, and replacements to the Property, excluding
Major Repairs;
(iii) Implement a regularly scheduled program of preventive maintenance and repair;
(iv) Provide all maintenance, repairs, and replacements of sidewalks, trails, drives and
parking areas servicing the Property, including snow removal;
(v) Provide all maintenance, watering, repairs, and replacements of landscaping
surrounding the Property;
(vi) Maintain all Property utilities in Board’s name and timely pay all utility billings to
each utility provider; and
(vii) Undertake all additional maintenance and repairs necessary to keep the Property in
good operating condition, with the exception of those Major Repairs provided for
in Section 4(b).
(b) Capital Repairs and Replacements. In the event a capital expenditure is required
for major repairs or replacements related to the Project (“Major Repairs”), the Board shall not be
responsible for such Major Repairs. As the owner of the Project, the Township shall be responsible
to fund any such Major Repairs which shall be commenced and completed as agreed by the parties,
with the Township funding such Major Repairs and the Board being responsible to execute and
supervise contractors for such Major Repairs. In the event of any such Major Repairs, the Parties
agree to work together in good faith to finance and complete such Major Repairs for the protection
of the public and the Project.
(c) Alterations. The Board shall have the right, without the consent of the Township,
to make non-structural alterations, modifications and additions to the Property and to undertake all
improvements it deems necessary or desirable to the Property which do not reduce the value
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thereof. If the Board desires to make any structural alterations, modifications or additions, the
Board must first receive approval of the Trustee, which approval shall not be unreasonably
withheld, conditioned or delayed.
(d) Signage. The Board may install any signage deemed necessary or appropriate on
the Property, subject to the Laws and the provisions of Section 8 of this Agreement.
5. Damages to Property. In the event the Project is partially or totally destroyed,
whether by fire or any other casualty, so as to render the same unfit, in whole or part, for use by
the public, (a) it shall then be the obligation of the Township to restore and rebuild the Project as
promptly as may be done, subject to events of Force Majeure; provided, however, that the
Township shall not be obligated to expend on such restoration or rebuilding more than the amount
of the proceeds received by the Township from the insurance provided for in Section 7 hereof, and
provided further, the Township shall not be required to rebuild or restore the Project if the
Township, in its reasonable judgment, determines not to undertake such work because the
Township anticipates that the cost of such work exceeds the amount of insurance proceeds and
other amounts available for such purpose.
6. Access to Property. At all times during the Term, the Board shall permit the
Township or its agents to inspect the Property during normal hours for public access; provided,
however, such inspections shall not unreasonably interfere with the Board’s or the public’s use
and enjoyment of the Property.
7. Insurance. The Board shall, at its own expense, and throughout the Term, insure
the Project against physical loss or damage, however caused, with such exceptions as are ordinarily
required by insurers of buildings or facilities of a similar type, with good and responsible insurance
companies acceptable to the Township. Such insurance shall be in an amount equal to one hundred
percent (100%) of the full replacement cost of the Project as certified by a registered architect,
registered engineer or professional appraisal engineers selected by the Township on the effective
date of this Agreement. Throughout the Term, the Board shall maintain, at its own expense,
combined bodily injury insurance, including accidental death, and property damage with reference
to the Property in an amount sufficient to adequately cover such losses with one or more good and
responsible insurance companies. The public liability insurance required herein may be by blanket
insurance policy or policies. The bodily injury and property damage insurance for the Board shall
list the Township and its officers, agents and employees as additional insureds with thirty (30)
days prior notice of termination or reduction in coverage. Insurance coverage shall meet or exceed
the requirements set forth in Exhibit D.
The proceeds of the public liability insurance required herein (after payment of expenses
incurred in the collection of such proceeds) shall be applied toward extinguishment or satisfaction
of the liability with respect to which such insurance proceeds are paid. Such policies shall be for
the benefit of persons having an insurable interest in the Property, and shall be made payable
jointly to the Township and the Board or to such other person or persons as the parties hereto may
jointly designate. Such policies shall be countersigned by an agent of the insurer who is a resident
of the State of Indiana, and such policies (or certificates of insurance for each policy) and the
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certificate of the architect or engineer referred to above shall be maintained by the Board. If, at
any time, the Board fails to maintain insurance in accordance with this Section, such insurance
may be obtained by the Township and the amount paid therefor shall be immediately reimbursed
by the Board to the Township; provided, however, that the Township shall be under no obligation
to obtain insurance and any action or non-action of the Township in this regard shall not relieve
the Board of any consequence of its default in failing to obtain such insurance.
8. Naming and Sponsorship Rights. No naming or sponsorship right shall be
granted in respect to all or any portion of the Project except in compliance with this Section 8.
During the Term, the Parties must mutually agree prior to granting to any third party any naming
rights to all or any portion of the Project (“Naming Rights”). The Naming Rights defined herein
shall specifically exclude minor components included in or adjacent to the Project, including
personal property (e.g., benches, entrances, etc.) and the Board shall have the right to treat such
excluded rights as Sponsorship Rights, as defined below, for which no Township approval shall
be required. Sponsorship rights pertaining to any minor components included in or adjacent to the
Project or any temporary activities, temporary exhibitions or events held at the Property
(“Sponsorship Rights”) do not require the Township’s approval. For purposes of this section, the
term “temporary” in relation to temporary activities, exhibitions, and events shall mean a duration
lasting fourteen (14) calendar days or less. For any rights in this Section 8 requiring Township
agreement, the Township agrees not to unreasonably withhold, delay, and/or condition such
agreement or consent hereunder. Proceeds from any grant of Sponsorship Rights shall be the sole
property of the Board to be used as the Board shall determine. The Township’s approval of any
Naming Rights agreement shall be evidenced by a Resolution of the Clay Township Board. The
Township will use commercially reasonable efforts to complete its review, approval or denial of
any Naming Rights within sixty (60) days from receipt of the Board’s request. The Board shall not
sell Naming Rights if the sale of such Naming Rights jeopardizes the tax-exempt status of the
Bonds, as further described in Section 11 and Exhibit E.
9. Eminent Domain. If title to or the temporary use of the Project, or any part thereof,
shall be taken under the exercise of the power of eminent domain by any governmental body or by
any person, firm or corporation acting under governmental authority, any net proceeds received
from any award made in such eminent domain proceedings (after payment of expenses incurred in
the collection thereof) shall be paid to and held by the Township. Such proceeds shall be applied
in one or more of the following ways: (i) the restoration of the Project to substantially the same
condition as it existed prior to the exercise of said power of eminent domain, or (ii) the acquisition,
by construction or otherwise, of other improvements suitable for the Board’s operation of the
Project.
Within ninety (90) days from the date of entry of a final order in any eminent domain
proceedings granting condemnation, the Board shall submit a request to the Township in writing
as to which of the ways specified in this section the Board elects to have the net proceeds of the
condemnation award applied. The decision regarding the application of the proceeds of the
condemnation award shall be at the Township’s sole discretion.
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The Parties shall cooperate fully in the handling and conduct of any prospective or pending
condemnation proceedings with respect to the Project or any part thereof and will to the extent it
may lawfully do so, the Township may, in its sole discretion, litigate in any such proceedings in
its own name. In no event will the Township voluntarily settle or consent to the settlement of any
prospective or pending condemnation proceedings with respect to the Project or any part thereof
without the written consent of the Board, which consent shall not be unreasonably withheld,
delayed or denied.
10. Assignment, Subletting and Consolidation. All covenants of this Agreement,
whether by the Township or the Board, shall be binding upon the successors and assigns of the
respective parties hereto. The Board shall not assign this Agreement or sublet the Project without
the written consent of the Township. In the event of the dissolution or consolidation of the
Township into another political subdivision, the consolidated or surviving political subdivision
shall assume and perform this Agreement and, in every way, shall be bound thereby as fully as the
Township is bound hereby. The surviving or consolidated political subdivision shall execute all
documents necessary for the acceptance, assignment and assumption of this Agreement.
11. Tax Covenants. Notwithstanding any other provision of this Agreement to the
contrary, the Board shall not take any action or fail to take any action with respect to its use of the
Project that would result in loss of the exclusion from gross income of interest paid on the Bonds
or any portion of the Project Financing under the Internal Revenue Code and the rules and
regulations thereunder (the “Code”), which Bonds, when initially issued and sold, were the subject
of an opinion of bond counsel to the effect that interest thereon was excludable from gross income
under the Code. For purposes of this Agreement, the Parties agree that the Board, with respect to
its operation and management of the Project as provided in this Agreement, shall comply with the
tax law requirements applicable to the Project and the Bonds, as fully set forth in Exhibit E hereto.
The Board shall indemnify and hold the Township, as well as its officers, employees and agents,
harmless from and against all Claims arising from or connected with the Board’s failure to comply
with this Section or Exhibit E. Any agreement entered into by the Board with respect to the Project
that would result in a loss of the exclusion from gross income of interest paid on the Bonds under
the Code shall be void ab initio, of no force or effect, and shall not convey any rights or impose
any obligation in respect to it, at law or in equity. In addition, during the Term, the Board shall at
all times retain its status as an Indiana political subdivision or a component unit of an Indiana
political subdivision. The loss of Board’s tax exempt status during the Term shall constitute a
default under this Agreement if reinstatement does not occur within ninety (90) days of notice of
the same.
12. Defaults. If the Board shall materially default in the observance of any covenant,
agreement or condition hereof (an “Event of Default”), and such material default shall continue
for thirty (30) days after written notice to correct the same; then, in any or either of such events,
the Township may proceed to protect and enforce its rights by suit or suits in equity or at law in
any court of competent jurisdiction, whether for specific performance of any covenant or
agreement contained herein, or for the enforcement of any other appropriate legal or equitable
remedy; or the Township, at its option, upon an additional thirty (30) days’ written notice, may
terminate the estate and interest of the Board hereunder, and it shall be lawful for the Township to
immediately resume possession of the Project and the Board covenants to surrender the same upon
demand. The exercise by the Township of the above right to terminate this Agreement shall not
release the Board from the performance of any obligation hereof maturing prior to the Township's
actual entry into possession. No waiver by the Township of any right to terminate this Agreement
upon any Event of Default shall operate to waive such right upon the same or other default
subsequently occurring.
13. Indemnification. The Board shall indemnify and hold the Township, as well as its
officers, employees and agents, harmless from and against all Claims arising from or connected
with the Board’s control or use of the Property (including the use of the Property by the Board’s
employees, contractors, invitees, guests, tenants, users and the general public), including, without
limitation, any damage or injury to person or property, unless such damage or claim arises out of
the negligence of or intentional torts of the Township, its agents or contractors; provided that the
Board shall have no obligation to indemnify the Township for (i) the Township’s own acts,
omissions, negligence, breaches, and/or intentional acts; (ii) any Claims related to or arising from
the design and construction of the Project; or (iii) any Claims related to or arising from acts,
omissions, negligence, breaches, and/or intentional acts by third-parties over which the Township
has control. This indemnification shall also not include any matter for which the Township is
effectively protected against by insurance. If the Township shall, without fault, become a party to
litigation commenced by or against the Board, then the Board shall indemnify and hold the
Township harmless therefrom. The indemnification provided by this Section shall include the
Township’s reasonable legal costs and fees in connection with any such claim, action or
proceeding.
The Township and the Board do hereby release the other from all liability for any accident,
damage or injury caused to person or property; provided, however, that this release shall be
effective only to the extent the injured or damaged party is insured against such injury or damage
and only if this release shall not adversely affect the right of the injured or damages party to recover
under such insurance policy.
The Township shall indemnify and hold the Board and its officers, employees and agents
harmless from and against all Claims arising from or connected with the Township’s construction
of the Project, including, without limitation, any damage or injury to persons or property, unless
such damage or claim arises out of the negligence of or intentional torts of the Board, its guests or
invitees; provided that the Township shall not have any obligation to indemnify the Board for (i)
the Board’s own acts, omissions, negligence, breaches, and/or intentional acts; or (ii) any Claims
related to or arising from acts, omissions, negligence, breaches, and/or intentional acts by third-
parties over which the Township has no control. This indemnification shall also not include any
matter for which the Board is effectively protected against by insurance. If the Board shall, without
fault, become a party to litigation commenced by or against the Township, then the Township shall
indemnify and hold the Board harmless therefrom. The indemnification provided by this Section
shall include Board’s reasonable legal costs and fees in connection with any such claim, action or
proceeding.
14. Notices. Any notice required or permitted to be given by any Party to this
Agreement shall be in writing, and shall be given (and deemed to have been given) when: (a)
delivered in person to the other party; (b) delivered by electronic mail, with confirming copies sent
by U.S. Certified Mail or overnight delivery service; (c) three (3) days after being sent by U.S.
Certified Mail, Return Receipt Requested; or (d) the following business day after being sent by
national overnight delivery service, with confirmation of receipt, addressed as follows:
If to the Township:
Office of the Trustee
10701 N. College Avenue
Indianapolis, IN 46280
With a copy to:
Kroger Gardis & Regas, LLP
111 Monument Circle, Suite 900
Indianapolis, IN 46204-5125
If to the Board:
President
Carmel/Clay Board of Parks & Recreation
1411 E. 116th Street
Carmel, IN 46032
With a copy to:
Director
Carmel Clay Department of Parks and Recreation
1411 E. 116th Street
Carmel, IN 46032
The Township and the Board may by notice given hereunder, designate any further or
different addresses to which subsequent notices, certificates, requests or other communications
shall be sent.
15. Severability. In the case of any section or provision of this Agreement, or any
covenant, stipulation, obligation, agreement, act or action, or part thereof, made, assumed, entered
into or taken under this Agreement, or any application thereof, is for any reason held to be illegal
or invalid, or is at any time inoperable, that illegality or invalidity or inoperability shall not affect
the remainder hereof or any other section or provision of this Agreement or any other covenant,
stipulation, obligation, agreement, act or action, or part thereof, made, assumed, entered into or
taken under this Agreement, which shall be construed and enforced as if that illegal or invalid or
inoperable portion were not contained herein.
ALL OF WHICH IS AGREED to by the Carmel/Clay Board of Parks & Recreation on the date
set forth below.
“BOARD”
CARMEL/CLAY BOARD OF PARKS &
RECREATION
By: _______________________________
Michael Klitzing, Director
Approved: November 18, 2025
ALL OF WHICH IS AGREED to by the Township on the date set forth below.
CLAY TOWNSHIP
HAMILTON COUNTY, INDIANA
By: _________________________________
Mary Eckard, Chairman
_________________________________
Douglas Callahan, Secretary
_________________________________
Paul K. Bolin, Member
CLAY TOWNSHIP
HAMILTON COUNTY, INDIANA
By: __________________________________
Paul Hensel, Township Trustee
Approved: October 15, 2025
This instrument prepared by and should be returned to: Brian C. Bosma, Kroger Gardis & Regas,
LLP, 111 Monument Circle Suiter 900, Indianapolis, IN 46204
I affirm, under the penalties for perjury, that I have taken reasonable care to redact each Social
Security number in this document, unless required by law. Brian C. Bosma
INDEX TO EXHIBITS
Exhibit A Description of the Project
Exhibit B Depiction and/or Description of Project Site
Exhibit C Evidence of Final Completion and Occupancy
Exhibit D Insurance Requirements
Exhibit E Federal Tax Law Requirements Applicable to Project and Bonds
Exhibit A
The Project
All or any portion of the acquisition, design, constructing and equipping of a pedestrian
bridge spanning the White River near 106th Street in Hamilton County at Hazel Landing Park and
the improvement and expansion of trails connected thereto for the use of the Carmel/Clay Board
of Parks & Recreation and any related structures and amenities, including any related
infrastructure, parking and utilities associated therewith and projects related thereto, as constructed
by Clay Township of Hamilton County, Indiana.
Exhibit B
The Project Site
[See depiction attached]
Exhibit C
Evidence of Final Completion and Occupancy
[See substantial completion certificates attached]
Exhibit D
Insurance Requirements
Workers Compensation & Disability Statutory Limits
Employer’s Liability: $500,000 policy limit
Comprehensive General Liability
Bodily Injury: $1,000,000 each occurrence;
$1,000,000 aggregate;
Property Damage: $2,000,000 each occurrence;
$2,000,000 aggregate;
Comprehensive Auto Liability
Bodily Injury: $1,000,000 each occurrence;
$1,000,000 aggregate;
Property Damage: $1,000,000 each occurrence;
$1,000,000 aggregate;
Comprehensive Umbrella/Excess Liability
Each occurrence and aggregate $5,000,000
Maximum Deductible $25,000
• CGL policy shall include coverage for property damage for the X (explosion), C
(collapse) and U (underground) hazards. Such insurance shall cover liability arising from
premises, operations, independent contractors, products-completed operations, personal
and advertising injury, and liability assumed under an insured contract (including the tort
liability of another assumed in a business contract).
• The limits above shall apply on a per project basis for this Project.
• Additional Insured Certificate shall comply with Section 7. New Certificates shall be
submitted annually throughout the Term.
Exhibit E
Federal Tax Law Requirements applicable to Project and Bonds
For purposes of this Exhibit E, capitalized terms, if not defined herein, will have the meanings
ascribed to such terms in the Agreement to which this Exhibit E is attached.
I. Bond Financing. The Parties acknowledge that the Project was financed through
the issuance of the Bonds as defined in the Agreement to which this Exhibit E is attached.
Consequently, extensive private use of the Project may subject the Bonds to violate the Internal
Revenue Code and regulations thereunder regulating the private business use of tax-exempt
financed projects.
II. Naming Rights. As described in Section 8 of the Agreement to which this Exhibit
E is attached, the parties anticipate that Board may sell Naming Rights with respect to the Project.
Except to the extent the amounts paid for Naming Rights are used to finance “operation and
maintenance” of the Project (as described in IV, below) and/or Operating Expenses (as defined in
Section 1 of the Agreement), such amounts constitute “private payments” that must be aggregated
during the life of the Bonds to determine whether the Bonds violate the Private Payment or Security
Test. Such payments may cause the Bonds to violate the Private Payment or Security Test if the
total amount of the payments (together with any other private payments described in III below)
exceed ten percent (10%) of the aggregate debt service to be paid on the Bonds during the life of
the Bonds.
III. Other Private Payments. Payments received from persons or organizations using
the Project will not constitute private payments for purposes of the Private Payment or Security
Test unless such payments are made pursuant to an agreement between Board and some private
entity using the Project, where such use is on a basis other than use by the general public. If Board
makes available to different organizations use of the Project at the same or different times, and
those organizations make payments for the use of the Project, those payments do not constitute
private payments for purposes of the Private Payment or Security Test. If the use made by such
organizations, however, is pursuant to an arrangement that is not available to other potential users
(e.g., a long-term contract to have exclusive use of the facility for two weeks out of every month),
then the payments made by such organization for the use of the Project would constitute private
payments and would have to be aggregated, along with proceeds of Naming Rights (except as
otherwise provided in VI) for purposes of the Private Payment and Security Test.
IV. Operation and Maintenance. To the extent any payments collected by the Board
under II above, are allocated to the payment of operating and maintenance expenses of the Project
and/or Operating Expenses (as defined in Section 1 of the Agreement), such payments will not
constitute private payments and need not be aggregated for purposes of determining whether the
Bonds violate the Private Payment and Security Test.
V. To the extent the Board is unsure of the treatment or classification of use of the
Project or payments made for Naming Rights or use of the Project, the Board should contact the
Township and the Township’s bond counsel with respect to the Bonds to ensure that the Bonds do
not violate the Private Payment or Security Test.
VI. No Private Loans. None of the proceeds of the Bonds will be used, directly or
indirectly, to make or finance loans to persons other than a state or local governmental unit.