HomeMy WebLinkAbout2007-OR-24
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ORDINANCE NO. 2007-OR-24
AN ORDINANCE AUTHORIZING THE ENTRY INTO A MASTER LEASE-
I
PURCHASE AND SUBLEASE-PURCHASE AGREEMENT IN AN AGGREGATE
PRINCIPAL AMOUNT NOT TO EXCEED $7,500,000 WITH NATIONAL CITY
EQUIPMENT FINANCE AND MKM MACHINE TOOL CO, INC.; TO FINANCE
THE EQUIPPING OF AN ECONC>MIC DEVELOPMENT FACILITY LOCATED
WITHIN THE CITY OF JEFFERSONVILLE, INDIANA; AUTHORIZING A MASTER
LEASE-PURCHASE AND SUBLEASE-PURCHASE AGREEMENT AND TAX
EXEMPTION CERTIFICATE AND AGREEMENT; AND AUTHORIZING OTHER
ACTIONS IN CONNECTION WITH tHE TRANSACTION.
WHEREAS, the City of Jeffersonville, Indiana (hereinafter called the "Issuer"), is a
municipal corporation and political subdivision of the State of Indiana, and by virtue of the
Constitution and laws of the State, including Indiana Code, Title 18, Article 6, Chapter 45, as
recodified and amended at I.C. S 36-7-12 (the "Act"), is authorized and empowered, among other
things: (a) to provide funds for the acquisition of privately owned economic development
facilities; (b) to assist in the financing and acquisition of the Proj ect (as hereinafter defined), (c)
to enter into a lease and a sublease for the purpose of providing such assistance, and (d) to enact
this Bond Legislation and execute the Master Lease-Purchase and Sublease-Purchase Agreement
(the "Lease-Purchase Agreement") among the Issuer, National City Equipment Finance (the
"Purchaser") and MKM Machine Tool Co., Inc. (the "Borrower"), and all other documents to be
executed by it, upon the terms and conditions provided therein; and
WHEREAS, the City Council has h~retofore found and determined, and does hereby
confirm, that the financing and refinancing of the acquisition, installation and equipping of
certain economic development facilities to be located within the City (the "Project"), as set forth
in the Lease-Purchase Agreement, will promote the welfare of the people of the Issuer, create or
preserve jobs and employment opportunities, and assist in the development of economic
activities to the benefit of the people of the Issuer, and that the Issuer, by assisting with the
financing of the Project through the entry into the Lease-Purchase Agreement in the maximum
aggregate principal amount of not to exceed $7,500,000, will be acting in a manner consistent
. with and in furtherance of the provisions of the Act; and
WHEREAS, it is determined by the Issuer that the amount necessary to finance the costs
of or related to the Project, will require the entry into the Lease-Purchase Agreement.
NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF
JEFFERSONVILLE, INDIANA, that:
Section 1. Definitions. All defined terms used herein and those not otherwise
defined herein shall have the respective meanings given to them in the Lease-Purchase
Agreement.
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Any reference herein to the Issuer, or to any officers thereof, shall include those which
succeed to their functions, duties or responsibilities pursuant to or by operation oflaw or who are
lawfully performing their functions.
Unless the context shall otherwise indicate, words importing the singular number shall
include the plural number, and vice versa, and the terms "hereof", "thereby", "hereto",
"hereunder" and similar terms, mean this Bond Legislation.
Section 2. Determination of Issuer. Pursuant to the Act, the Issuer hereby finds and
determines that the Project constitutes an "economic development facility" as defmed in the Act,
and that all actions required under the Act to be taken by the Issuer prior to the entry into the
Lease-Purchase Agreement have been duly authorized and completed. The Issuer hereby further
declares its intention to comply fully with the requirements of Section 103 of the Internal
Revenue Code of 1986, as amended (the "Code"), which applies to the lease obligations and the
applicable regulations prescribed under that Section.
At a public hearing held by the City of Jeffersonville Economic Development
Commission (the "EDC"), the EDC considered whether the economic development facilities
would have an adverse competitive effect on any similar facilities located in or near
Jeffersonville, Indiana, and found that the facilities would not have an adverse competitive
effect. This City Council hereby confirms the EDC's findings, and concludes that the economic
development facilities will not have an adverSe competitive effect on any other similar facilities
in Jeffersonville, Indiana, and the facilities will be of benefit to the health and welfare of the
citizens of Jeffersonville, Indiana.
Section 3. Authorization Of the Lease-Purchase Agreement. It is hereby determined to
be necessary to, and the Issuer shall, enter into the Lease-Purchase Agreement pursuant to the
authority of the Act, in the maximum aggregate principal amount of not to exceed $7,500,000
aggregate principal amount, the proceeds of which to be used as follows: The proceeds will be
disbursed for the purpose of equipping the Project and paying a portion of the costs of issuance.
Section 4. Terms and Execution of Lease-Purchase Agreement. The Agreement shall
have such terms, bear such interest rates, and be subject to mandatory and optional prepayment
as provided therein. The Lease-Purchase Agreement shall be executed on behalf of the Issuer by
the Mayor of the Issuer and the Clerk of the Is~;uer.
Section 5. Arbitrage Provisions. The Issuer will use its best efforts to restrict the use
of the revenue obligations in such manner and to expectations at the time the Lease-Purchase
Agreement is entered into, so that they will not constitute arbitrage bonds under Section 148 of
the Code and the regulations prescribed under that Section. The Mayor of the Issuer and the
Clerk of the Issuer, or any other officer having responsibility with respect to the entry into the
Lease-Purchase Agreement, are authorized and directed, alone or in conjunction with any of the
foregoing or with any other officer, employee, consultant or agent of the Issuer, to deliver a
certificate for inclusion in the transcript of proceedings for the financing, setting forth the facts,
estimates and circumstances and reasonable expectations pertaining to said Section 148 and
regulations thereunder. The Clerk, or other appropriate officer of the Issuer shall furnish to the
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Purchaser a true transcript of proceedings, certified by said officer, of all proceedings had with
reference to the entry into the Lease- Purcha$e Agreement along with such information for the
records as is necessary to determine the regularity and validity of the entry into the Lease-
Purchase Agreement. . ,
Section 6. Lease-Purchase Agreement. Tax Exemption Certificate and Agreemem.
and all Other Documents to be Executed or Accepted by the Issuer. In order to better secure the
payment of amounts due under the Lease-Purchase Agreement as the same shall become due and
payable, the Mayor of the Issuer and the Clerk of the Issuer are authorized and directed to
execute, acknowledge and deliver, in the name and on behalf of the Issuer, the Lease-Purchase
Agreement, Tax Exemption Certificate and Agreement and all other material documents and
assignments to be executed or accepted by it in substantially the forms submitted to this City
Council, which are hereby approved, with such changes therein not inconsistent with this Bond
Legislation and not substantially adverse to the Issuer as may be permitted by the Act and
approved by the officers executing the same on behalf of the Issuer without further approval of
this City Council or of the City of Jeffersonville Economic Development Commission if such
changes do not affect terms set forth in I.C. ~~ 36-7-12-27(a)(1) through (a)(ll). The approval
of such changes by such officers, and that such are not substantially adverse to the Issuer, shall
be conclusively evidenced by the execution of said Lease-Purchase Agreement and Tax
Exemption Certificate and Agreement by such officers. The Mayor of the Issuer and the Clerk
are further authorized to execute and delivyr on behalf of the Issuer, any other certificates,
documents and instruments in connection with the entry into the Lease-Purchase Agreement
including, without limitation, any insurance commitment or other documents related to credit
support for the lease obligations, and escrpw agreement related to the refunding and any
documents which are necessary or appropriate in order to ensure compliance of the lease
obligations with the Internal Revenue Codtl and including conveyances of title to real and
personal property, terminations of financing statements and other releases of security interests in
property and cancellations of leases.
Section 7. No Personal Liability. No recourse under or upon any obligation, covenant,
acceptance or agreement contained in this Bond Legislation, or in the Lease-Purchase Agreement
or in the Tax Exemption Certificate and Agreement or under any judgment obtained against the
Issuer, or by the enforcement of any assessment, or by any legal or equitable proceeding by
virtue of any constitution or statute or otherwise, or under any circumstances, under or
independent of the Lease-Purchase Agreement, shall be had against any member, director, or
officer or attorney, as such, past, present, or future, of the Issuer, either directly or through the
Issuer, or otherwise, for the payment for or to the Issuer or any receiver thereof, or otherwise, of
any sum that may be due and unpaid by the issuer upon any of such revenue obligations. Any
and all personal liability of every nature, whether at common law or in equity, or by statute or by
constitution or otherwise, of any such member, director, or officer or attorney, as such, to
respond by reason of any act or omission on his or her part, or otherwise, for, directly or
indirectly, the payment for or to the Issuer or any receiver thereof of any sum that may remain
due and unpaid upon the revenue obligations hereby secured or any of them, shall be expressly
waived and released as a condition of and consideration for the execution and delivery of the
Lease-Purchase Agreement and Tax Exemption Certificate.
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Section 8. No Debt or Tax Pledge. The revenue obligations shall not constitute a debt or
pledge of the faith and credit of the State or any political subdivision thereof, and the holders or
owners thereof shall have no right to have taxes levied by the State or taxing authority of any
political subdivision for the payment of the principal thereof or interest thereon. Moneys raised
by taxation shall not be obligated or pledged for the ipayments due under the Lease-Purchase
Agreement, and the amounts due under the Lease-Purchase Agreement shall be payable solely
from the revenues and security interests pledged for their payment as authorized by the Lease-
Purchase Agreement.
Section 9. Severability. If any section, paragraph or provision of this Bond Legislation
shall be held to be invalid or unenforceable for any reason, the invalidity or unenforceability of
such section, paragraph or provision shall not affect any of the remaining provisions of this Bond
Legislation.
Section 10. Repeal of Conflicting Ordinances and Resolutions. All ordinances,
resolutions and orders, or parts thereof, in conflict with the provisions of this Bond Legislation
are, to the extent of such conflict, hereby repealed.
Section 11. Approval by Governmental Unit. This Bond Legislation is intended to
satisfy the public approval requirements of Section 147(f) of the Code with respect to approval
by the applicable elected representative of the' governmental unit. In particular, the City Coundl
as the "applicable elected representative" of the Issuer for the purposes of Section l47(f) of the
Code, hereby approves of the revenue obligations in the aggregate face amount of not to exce,ed
$7,500,000, the proceeds of which will be used to finance the Project as set forth herein and in
the Lease-Purchase Agreement and, the initial owner, operator or manager of the Project will be
the Borrower.
Section 12. Compliance with Open Door Law. It is hereby determined that all formal
actions of this City Council relating to the adoption of this Bond Legislation were taken in an
open meeting of this City Council, that all deliberations of this City Council and of its
committees, if any, which resulted in formal action, were in meetings open to the public, and that
all such meetings were convened, held and conducted in compliance with applicable legal
requirements, including the Indiana Code, Title 5, Article 14, Chapter 1.5, as amended.
Section 13. Effective Date. This Bond Legislation shall be in full force and effect
immediately upon its passage.
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The foregoing was passed by the City Council this 7th day of May, 2007 at 1 'i65
p.m.
And presented by me to the Presiding Officer of the City Council of Jeffersonville,
Indiana this 7th day of May, 2007 at Jeffersonville, Indiana.
Approved and signed by me this 7th day of May, 200:
Presiding
Council
Jeffersonville City
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STATE OF INDIANA )
) SS:
COUNTY OF CLARK)
I, PfGG<J Wll..-Ol:u", Clerk of Jeffer~onville, Indiana, do hereby certify the above and
foregoing is a full, true, and complete copy 'of Ordinance No. Jt?67-tJe~;''I passed by the City
Council on the 7th day of May, 2007, which was signed by the Presiding Officer of the City
Council on the 7th day of May, 2007, and now remains on file and on record in my office.
W
,.../) . WITNESS my hand and the official seal of Jeffersonville, Indiana, this L day of
III EN ,2007.
~ Lt2lL()
Clerk, J ersonville, Indiana
The foregoing Ordinance prepared by:
Jason L. George ,Esq.
Peck, Shaffer & Williams LLP
175 South Third Street, Suite 600
Columbus, Ohio 43215
DATE 6- tl ~d7
PASSED -I 2 3
YEA NEA
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FETZ \__
SELLERS \j_
WILSON __
GROOMS S-
McCAULEY ~_
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