HomeMy WebLinkAboutG35-12 (2) • Ordinance No. G35-12
AN ORDINANCE
APPROVING THE FORM OF A REDEVELOPMENT
AND FINANCING AGREEMENT FOR THE CITY OF ELGIN BLUFF CITY
QUARRY TIF REDEVELOPMENT PLAN AND PROJECT
WHEREAS, the City Council (the "Corporate Authorities") of the City of Elgin, Kane and
Cook Counties, Illinois (the "City"), have heretofore determined that the stable economic and
physical development of the City is endangered by the presence of blighting factors, with a
resulting decline of the City which impairs the value of private investments and threatens the
sound growth and the tax base of the City and the taxing districts having the power to tax real
property in the City and threatens the health, safety, morals and welfare of the public; and
WHEREAS, to address and alleviate such factors the Corporate Authorities by the adoption
• of Ordinances Numbered S4-11, 55-11 and S6-11 have heretofore approved a redevelopment
plan and project for and designated that certain redevelopment project area known as the "City of
Elgin Bluff City Quarry TIF Redevelopment Project Area' (the "Redevelopment Project Area")
and have adopted tax increment allocation financing for the Redevelopment Project Area, all as
provided in and in compliance with the Tax Increment Allocation Redevelopment Act, as
supplemented and amended, and particularly as supplemented, and where necessary, superseded,
by the home rule powers of the City (the "Act"); and
WHEREAS, the Corporate Authorities have further heretofore determined that it is
advisable and necessary and in the best interests of the City and its residents and of the taxing
districts having the power to tax real property in the Redevelopment Project Area that the City
enter into a Redevelopment and Financing Agreement (the "Agreement") by and among the City
and Gifford 300, LLC, an Illinois limited liability company, and.Bluff City Materials, Inc., an
•
• Illinois corporation, in order to provide for the redevelopment of the Redevelopment Project
Area; and
WHEREAS, although one or more conveyances, leases, mortgages or other disposition of
land or other property owned by the City may be made by the City pursuant to the Agreement,
the Agreement does not relate to the development of any property now owned by the City; and
WHEREAS, no member of the Corporate Authorities, employee or consultant of the City
involved in the planning and preparation of the Redevelopment Project Area or the
redevelopment plan and project heretofore approved for the Redevelopment Project Area owns
or controls any interest, direct or indirect, in any property included in the Redevelopment Project
Area; and
WHEREAS, pursuant to the Act the City is expressly authorized to enter into the
Agreement, provided that the form of Agreement shall be approved by ordinance:
• Now, THEREFORE, Be It and It Hereby Is Ordained By the City Council of the City of
Elgin, Kane and Cook Counties, Illinois, in the exercise of its home rule powers, as follows:
Section 1. Exhibits Incorporated by Reference. The proposed form of Agreement is
hereby approved. A copy of the proposed Agreement is set forth in EXHIBIT A attached hereto
and incorporated herein as if set out in full by this reference.
Section 2. Execution of Agreement. The officers appearing signatory to the Agreement
are hereby authorized and directed to execute same, their execution to constitute conclusive proof
of action in accordance with this ordinance, with such revisions, additions, deletions or changes
as such officers shall reasonably deem necessary to effectuate the Agreement.
Section 3. Invalidity of Any Section. If any section, paragraph or provision of this
ordinance shall be held to be invalid or unenforceable for any reason, the invalidity or
•
i
• unenforceability of such section, paragraph or provision shall not affect any of the remaining
provisions of this ordinance.
Section 4., Superseder and Effective Date. All ordinances, resolutions, motions or
orders in conflict herewith be, and the same hereby are, repealed to the extent of such conflict,
and this ordinance shall be in full force and effect immediately upon its passage by the Corporate
Authorities and approval as provided by law.
avid J. tain, ayor
Presented: June 13, 2012
Passed: June 13, 2012
Vote: Yeas: 6 Nays: 0
Recorded: June 13, 2012 e6In,s
Published: June 13, 2012
• Attest:
CL o •,
Kimberly Dewis,` Clerk
•
EXHIBIT A
Form of Redevelopment and Financing Agreement
-4 -
REDEVELOPMENT AND FINANCING AGREEMENT
This Redevelopment and Financing Agreement (the "Agreement") is dated. as of this
13th day of June, 2012 , by and between the City of Elgin,an Illinois municipal corporation(the
"City"), Gifford 300, LLC, an Illinois limited liability company (the "Owner"), and Bluff City
Materials,Inc.,an Illinois corporation(the"Developer").
WITNESSETH:
WHEREAS, the City has the authority, pursuant to the laws of the State of Illinois, to
promote the health, safety and welfare of the City and its inhabitants, to prevent the spread of
blight, to encourage private development in order to enhance the local tax base, to increase
employment, and to enter into contractual agreements with third parties for the purpose of
achieving the aforesaid purposes; and
WHEREAS, the City is authorized under the provisions of the Tax Increment Allocation
Redevelopment Act, as amended, 65 ILCS 5/11-74.4-1, et seq. (the "Act"), to finance
redevelopment in accordance with the conditions and requirements set forth in the Act; and
WHEREAS, pursuant to its Resolution 08-216 (the "Inducement Resolution") adopted
by the Corporate Authorities (as hereafter defined) of the City on September 10, 2008, the City
authorized the undertaking of a feasibility study on the designation of the Redevelopment Project
Area(hereafter defined) and commonly known as the Bluff City/Quarry Redevelopment Area, as
qualifying for tax incremental financing treatment under the Act; and,
WHEREAS, to stimulate and induce redevelopment pursuant to the Act, the Corporate
Authorities of the City have previously adopted the following ordinances with respect to the
Bluff City/Quarry Redevelopment Area(collectively the"TIF Enabling Ordinances"):
A. Ordinance No. S4-11, adopted May 11, 2011, entitled "An Ordinance of the City
of Elgin, Kane and Cook Counties, Illinois, Approving a Tax Increment
Redevelopment Plan and Redevelopment Project for the Bluff City Quarry TIF
Redevelopment Project Area";
B. Ordinance No. S5-11, adopted May 11, 2011, entitled "An Ordinance of the City
of Elgin, Kane and Cook Counties, Illinois, Designating Bluff City Quarry TIF
Redevelopment Project Area of said City a Redevelopment Project Area Pursuant
to the Tax Increment Allocation Redevelopment Act";and
C. Ordinance No. S6-11, adopted May 11, 2011, entitled "An Ordinance of the City
of Elgin, Kane and Cook Counties, Illinois, Adopting Tax Increment Allocation
Financing for Bluff City Quarry TIF Redevelopment Project Area";and
WHEREAS, the hereinafter defined Redevelopment Project Area consists of an area of
land located in Elgin, Illinois and is graphically depicted in Exhibit A-1 and legally described in
Exhibit A-2 attached hereto; and
WHEREAS, within (and comprising a portion of) the Redevelopment Project Area are
approximately 237.466 acres of vacant land 177.466 acres of which are owned by the Owner,
such 237.466 acres being graphically depicted in Exhibit B-1 and legally described in Exhibit B-
2 attached hereto(the"Subject Property");and
WHEREAS, the Subject Property requires substantial reclamation in order to make the
Subject Property suitable for the intended redevelopment thereof with industrial and commercial
uses; and
WHEREAS, the Developer proposes to incur the hereinafter defined Gifford 300 TIF-
Eligible Costs associated with the Developer's performance of the Horizontal Redevelopment
(hereafter defined) of the Subject Property , the performance of which will serve a public
purpose by reducing or eliminating conditions that in part qualify the Redevelopment Project
Area as a blighted area or a conservation area under the Act and which are necessary to foster
-2-
private development and redevelopment within the Redevelopment Project Area; and
WHEREAS, the City and the Developer each proposes to finance a portion of the said
Gifford 300 TIF-Eligible Costs the costs to be incurred by Developer in connection with the
implementation of said Horizontal Redevelopment by utilizing tax increment financing in
accordance with the Act.
NOW, THEREFORE,, the City, the Owner and the Developer, in consideration of the
premises and the mutual agreements herein contained and described, the sufficiency of which is
hereby acknowledged, and subject to the conditions herein set forth, agree as follows:
SECTION 1
RECITALS, DEFINITIONS AND INTERPRETIVE,CLARIFICATIONS
A. Recitals and Exhibits. The foregoing recitals and all Exhibits referenced in this
Agreement are incorporated by reference into this Agreement.
B. Definitions. Each of the following terms shall have the meaning set forth below:
"Accredited Investor" shall have the same meaning as such term is defined by
Regulation D promulgated under the Securities Act of 1933, as amended. "
"Act" shall have the meaning as set forth in the Recitals to this Agreement.
"Affiliate" shall have the meaning as set forth in Section 5E below.
"Agreement" shall mean this Redevelopment and Financing Agreement.
"Approved Note Indebtedness" shall have the meaning as set forth in Section 6
below.
"Bluff City/Quarry Area TIF District" shall mean the TIF District established
by the TIF-Enabling Ordinances referred to in this Agreement.
"Bond Counsel" shall mean Chapman and Cutler, LLP, Chicago, Illinois, or such
-3-
other law firm appointed by the City which is nationally recognized as having expertise in tax
exempt financing.
"Bonds" or "Developer Bonds" shall mean obligations of the City issued in
accordance with the provisions of Section 8A below.
"Certificates of Expenditure" shall mean a certificate issued by the City in
accordance with this Agreement which demonstrates that the Developer has expended or
incurred Gifford 300 TIF-Eligible Costs that qualify as "redevelopment project costs" under the
Act, the mechanism for the issuance of which is more particularly set forth in Section b below.
"Change in Law" shall mean the occurrence, after the Effective Date, of an event
described in paragraph (a) below unless such event is excluded pursuant to paragraph (b) or
paragraph (c)below:
(a) Change in Law means any of the following: (i) the enactment, adoption,
promulgation or modification of any federal, state or Iocal law, ordinance, code,
rule or regulation; (ii) the order or judgment or any federal, state or local court,
administrative agency or other governmental body with respect to the subject
matter of this Agreement; (iii)the imposition of any conditions on or delays in the
issuance or renewal of any governmental license approval or permit (or the
suspension, termination, interruption, revocation, modification, denial or failure
of issuance or renewal thereof} necessary for the undertaking of the services to be
performed under this Agreement; or(iv)the adoption, promulgation, modification
or interpretation in writing of a written guideline or policy statement by a
governmental agency(other than the City).
(b) An event described in paragraph(a)above shall not be a Change in Law unless the
-4-
event materially changes the costs or ability of the party relying thereon to carry
out its obligations under this Agreement.
(c) An event which would otherwise be a Change in Law pursuant to paragraph (a)
and paragraph(b) above shall not be a Change in Law if the event is caused by the
actions or fault of the party relying thereon.
"City" shall mean the City of Elgin, an Illinois municipal corporation, in Cook
and Kane Counties, Illinois.
"City Approvals for Horizontal Redevelopment" shall have the meaning as set forth
in Section 2D below.
"City Code"shall mean the Municipal Code of the City,as from time to time amended.
"City Engineer" shall mean the person so designated by the City to the Developer.
"Code"shall mean the United States Internal Revenue Code of 1986, as amended.
"Continuing TIF Revenue Stream Component from the Subject Property" shall
have the meaning as set forth in Section 7I below.
"Corporate Authorities" shall mean the Mayor and other members of the City Council
of the City of Elgin.
"County"shall mean either Kane County, Illinois,or Cook County,Illinois.
"Day" (or"day")shall mean a calendar day unless otherwise specified.
"Dedicated Improvements" shall mean those components of the Horizontal
Redevelopment of the Subject Property which, when completed, will be dedicated to and
accepted and owned by the City, including, without limitation, sanitary, storm sewer and water,
public streets and sidewalks, street lights and traffic signalization, streetscape landscaping and
other such improvements typically constituting public improvements.
-5-
a
"Defective Request for Issuance" shall have the meaning as set forth in Section 6G
below.
"Developer Notes" shall mean, collectively, the 2012A Note and the Subordinate Note,
as more fully described in Sections 5A and 5B below, respectively, and in the Note Ordinance
attached hereto as Exhibit C.
"Developer Reimbursement Amount" shall have the meaning ascribed to it in Section
4B below.
"Early Approval" shall have the meaning as set forth in Section 2D below.
"Effective Date" shall mean the date set forth in Section 20 below.
"Final Plan" shall mean a final site plan or other final development plan for any portion
of the Subject Property as may be approved by the City in the context of a Planned Development
(defined below)which applies to all or a portion of the Subject Property.
"Final Plat of Subdivision" shall mean a final plat of subdivision with respect to all or
a portion of the Subject Property, which has been or may be approved by the City.
"Final Report" shall have the meaning as set forth in Section 5B below.
"Gifford 300 TIF-Eligible Costs" shall have the meaning as set forth in Section 4A
below. "Horizontal Redevelopment" shall have the meaning as set forth in Section 2B below.
"Internal Reclamation Rate"shall have the meaning as set forth in Section 6A below.
"Issuance Date" shall have the meaning as set forth in Section 5A below.
"Memorandum of Final Payment" shall have the meaning as set forth in Section 6F
below.
"Net Bond Proceeds" shall mean the proceeds derived from the issuance of any series
of Notes or Bonds as applicable, net of any costs of issuance, Bond Counsel Fees, issuer's
-6-
attorney's fees, underwriter's fee or discount, debt service reserve, additional reserve(s) or similar
requirements, deposits for the payment of capitalized interest or other similar types of funding
requirements generally applicable in connection with the issuance of tax increment bonds or
Notes.
"Note(s)" or "Developer Note(s)" means the obligations of the City issued in
accordance with the provisions of Section 5 below and include the 2012A Note and the
Subordinate Note,as described in the Note Ordinance attached hereto as Exhibit C.
"Note Ordinance" means that City ordinance authorizing the issuance of any Note(s),
the form of such Note Ordinance being attached hereto as Exhibit C.
"Other Horizontal Redevelopment Work" shall have the meaning as set forth in
Section 61) below.
"Parties" shall mean the signatories to this Agreement, to wit, the City, the Owner and
the Developer.
"Permitted Encumbrances" means any mortgage securing a loan; all security interests
granted by the Developer in connection with any mortgage or other loan and any amendment
thereto; liens in favor or any Person lending money to the Developer to finance Redevelopment
Projects or any portion thereof; liens in favor of any Person that arise in the ordinary course of
business of the Developer and that do not in the aggregate materially impair the use and value of
the Subject Property or the conduct of the Developer's business; easements, covenants,
conditions and restrictions of record, and any customary exceptions to title that are contained in
the Owner's title insurance policy.
"Person" means any individual, corporation, partnership, joint venture, association,
joint-stock contractor, trust, unincorporated organization, limited liability company or
-7-
government or any agency or political subdivision thereof, or any agency or entity created or
existing under the compact clause of the United.States Constitution.
"Phased Concept Plan" means that plan prepared by Bluff City Materials, Inc.,
dated February 7,2011,titled"Elgin TIF Phase Layout",attached hereto as Exhibit D.
"Phase I and Phase 2 Completion Deadline"shall have the meaning as set forth in
Section 2G below.
"Planned Developments" means any approval of one or more Planned Developments
granted by the City with respect to the Subject Property, or portion thereof in accordance with
the requirements of the City Code.
"Prior Gifford 300 TIF-Eligible Costs" shall have the meaning as set forth in Section
6B below.
"Private Redevelopment Projects" shall mean privately owned buildings and
improvements constructed on the Subject Property in accordance with its Vertical
Redevelopment.
"Project" shall mean the Horizontal Redevelopment of the Subject Property (or phase
thereof, as the case may be).
"Reclamation Work" shall mean the filling of all or a portion of the Subject Property,
including all costs of procuring fill materials,and of hauling,engineering, surveying, soil testing,
grading and compacting the materials associated with such filling and reclamation.
"Redevelopment Plan" shall mean the "Redevelopment Plan" as defined in the City's
Ordinance No. 54-11.
"Redevelopment Project Area" shall mean the area of land located in the City
graphically depicted in Exhibit A-1 and legally described in Exhibit A-2 attached hereto.
-8-
"Request for Issuance" shall mean a written request from the Developer substantially
in the form attached hereto as Exhibit E attached hereto and made a part hereof for the issuance
of a Certificate of Expenditure and shall include the supporting documents as required in Section
6 of this Agreement.
"Remaining TIF Revenue Stream from the Subject Property" shall have the
meaning as set forth in Section 7F below.
"Special Tax Allocation Fund" shall mean the fund established by the City pursuant
to 65 ILCS 5/11-74.4-8, and into which all of the TIF Revenue Stream (hereafter defined)
derived from the Redevelopment Project Area shall be initially deposited. (See also "STAF-
Account".)
"STAF-Account" shall have the same meaning as "Special Tax Allocation Fund", as
such term is herein defined.
"State."shall mean the State of Illinois.
"Sub-STAF Gifford 300 Account" shall mean the account within the STAF-Account
established pursuant to Section 7B of this Agreement.
"Sub-STAF Municipal Account" means the account within the STAF-Account
established pursuant to Section 7B of this Agreement.
"Subject Property" shall have the meaning as set forth in the Recitals to this
Agreement and depicted in Exhibit B-1 and as legally described in Exhibit B-2 attached hereto.
"Tax-Exempt Note Interest Rate" shall have the meaning as set forth in Section 4D
below.
"Taxable Note Interest Rate"shall have the meaning as set forth in Section 4D below.
"TIF Financing" means the portions of the TIF Revenue Stream from the Subject
_g_
Property and/or proceeds of the Bonds payable to the Developer under the provisions of Section
7 hereof.
"TIF Obligations" means the principal amount and all interest due under or with
respect to all Bonds, each of the Notes and any other obligations issued or to be issued by the
City, whether publicly sold or privately placed.
"TIF Revenue Stream" shall mean the portion of the real property taxes collected with
respect to the entire Redevelopment.Project Area that is required to be paid to the City Treasurer
for deposit to the Special Tax Allocation Fund pursuant to Section 11-74.4-8(b) of the Act, as
such provision may be amended from time to time.
"TIF Revenue Stream from the Subject Property" shall mean the portion of the real
property taxes collected with respect to the Subject Property that is required to be paid to the
City Treasurer for deposit to the Special Tax Allocation Fund pursuant to Section 11-74.4-8(b)
of the Act, as such provision may be amended from time to time, and Section 7 of this
Agreement and the proceeds of any other tax or other source of legally available revenue which
the City designates as "TIF Revenue Stream from the Subject Property", including any revenues
generated pursuant to the provisions of Section 12 of this Agreement, and interest or other
investment income earned on monies on deposit in the Sub-STAF Gifford 300 Account.
"Uncontrollable Circumstance" means any event which (a) is beyond the reasonable
control of and without the fault of the party relying thereon, and(b) includes but is not limited to
the following events:
(a) a Change in Law;
(b) insurrection, riot, civil disturbance, sabotage, act of the public enemy,
explosion, nuclear incident,war or naval blockade;
-10-
(c) epidemic, hurricane, tornado, landslide, earthquake, lightning, fire,
windstorm, other extraordinary weather condition or other similar Act of
God; or
(d) governmental condemnation or taking;and
(e) strikes or labor disputes.
Uncontrollable Circumstances shall not include economic hardship, impossibility or
impracticability of performance, commercial or economic frustration of purpose, strikes or labor
disputes caused by the unlawful acts of the Developer or a failure of performance by a contractor
(except as caused by events which are Uncontrollable Circumstances as to the contractor
provided, however, that the exclusion of economic hardship, impossibility or impracticability of
performance, and commercial or economic frustration of purpose from this definition of
Uncontrollable Circumstances shall not constitute a waiver by a party of such as defenses at law
or in equity.
"Vertical Redevelopment" shall mean the construction of industrial and commercial
buildings and other above-ground structures on the Subject Property, none of which is the
obligation of the Owner or Developer under this Agreement except to market vacant lots created
through the Horizontal Redevelopment of the Subject Property to other end users and developers
as described in Section 2F below.
C. Interpretive Clarifications. Whenever the context may require, any pronoun shall
include the corresponding masculine, feminine and neuter forms. The words" include",
includes and including shall be deemed to be followed by the phrase without limitation".
-11-
SECTION 2
HORIZONTAL REDEVELOPMENT OF SUBJECT PROPERTY
A. It is the purpose and intent of the Parties that, tluough the TIF Financing herein
extended to the Developer, the Developer shall pursue in good faith the Horizontal
Redevelopment of the Subject Property. The Parties acknowledge that the Horizontal
Redevelopment of the Subject Property is necessary in order to make the Subject Property ready
for Vertical Development. As such, the Horizontal Redevelopment of the Subject Property will
serve to implement a portion of the Redevelopment Plan with respect to the Redevelopment
Project Area. .
B. As used in this Agreement, the term "Horizontal Redevelopment" shall mean
and include the following activities with respect to the Subject Property:
• Reclamation Work
• Constructing on-site and off-site public water, sanitary sewer, and storm
sewer mains
• Constructing on-site and off-site public roadway improvements
• Constructing public sidewalk improvements
• Establishing erosion control including to, but not limited to, storm water
detention
• Establishing public street lighting
• Establishing landscaping on public areas
• Extending all necessary off-site utilities to the site
C. It is agreed and understood that the Developer will initially continue with only
Reclamation Work on the Subject Property, and that said Reclamation Work will likely proceed
in phases so as to prepare portions of the Subject Property for further Horizontal Redevelopment
and, ultimately, for Vertical Redevelopment in phases (with such Vertical Redevelopment to be
undertaken by others outside the purview of this Agreement).
D. Prior to the Developer commencing any of the other Horizontal Redevelopment
-12-
activities of any portion or all of the Subject Property other than Reclamation Work, the
Developer shall first submit to the City for its review and approval all plans, plat or other
materials (collectively"Development Materials") required by the City Code in connection with
the City's approval of a Final Plan or Final Plat of Subdivision for such portion (or all) of the
Subject Property, and shall procure all permits and approvals (collectively "City Approvals for
Horizontal Redevelopment") required by the City Code. Developer shall be allowed to seek
final approval for the subdivision of portions of the Subject Property and shall not be required to
submit a Final Plat of Subdivision thereof as a single unit, but may submit for approval in
accordance with applicable ordinances of the City, such plats for phased development of the
Subject Property, as the Developer may determine and as the City may approve. The
Subdivision of the Subject Property into various lots shall conform to applicable city ordinances
and generally accepted planning practices. Engineering for the development of the Subject
Property, including,but not limited to,the size and location of any applicable utilities and streets,
shall conform to applicable city ordinances, regulations, other applicable requirements of law
and with generally accepted engineering practices as determined by the City Engineer. The City
shall approve the Final Plats of Subdivision or Final Plans as submitted, if such plats or plans are
consistent with applicable ordinances, sound engineering practices, as determined by the City,
and the terms and conditions of this Agreement. Notwithstanding the foregoing,the City may,in
its discretion, authorize construction by the Developer of infrastructure improvements for the
benefit of all or any portion of the Subject Property prior to the approval of Final Plats of
Subdivision or Final Plans (hereinafter "Early Approval") and in such event, the City may, in
its discretion, issue to the Developer permits for infrastructure installation construction permits at
the Developer's risk. As a condition to any such Early Approval, the infrastructure which is
-13-
sought to be installed pursuant thereto shall have first received final engineering review and
approval by the City.
E. The City agrees to use its best efforts to expeditiously review all such
Development Materials submitted by the Developer in order to issue all required City Approvals
for Horizontal Redevelopment, and to approve or disapprove same in writing within the normal
course of the City's development review process. In the event of disapproval, the City shall
provide written notice to Developer of the basis for such disapproval with sufficient written
specificity as to the basis for such disapproval in order to provide the Developer and its engineers
and consultants with a clear understanding of the changes required by the City in order to give its
approval to said Development Materials and to issue all required permits in connection
therewith. The City agrees that it shall not unreasonably withhold, condition or delay its (i)
approval of any Development Materials submitted by the Developer or(ii) issuance of any City
Approvals for Horizontal Redevelopment.
F. The Owner and Developer shall use all commercially reasonable efforts to
complete the Horizontal Redevelopment of the Subject Property by December 31, 2018.
Without limiting the foregoing, the Owner and Developer shall complete the Horizontal
Redevelopment of Phase 1 and Phase 2 of the Subject Property by December 31, 2018, with such
Phase 1 and Phase 2 being depicted on the Phased Concept Plan attached hereto as Exhibit D
(the "Phase 1 and Phase 2 Completion Deadline"). Such date and such Phase 1 and Phase 2
Completion Deadline shall be reasonably extended to the extent the Owner and/or Developer are
delayed by reason of (i) Uncontrollable Circumstances, (ii) conditions prevailing in the real
estate market for the Vertical Redevelopment of the Subject Property and to projects comparable
thereto, or (iii) adverse market conditions leading to a lack of availability of sufficient amounts
-14-
of clean till material to reclaim Phase 1 and Phase 2. The Owner and Developer shall also use
their commercially reasonable, good-faith efforts to market the vacant lots created through the
Horizontal Redevelopment of the Subject Property to other end users and developers so as to
promote the Vertical Redevelopment of the Subject Property as soon as is reasonably practicable
in conjunction with and following such Horizontal Redevelopment, it being understood that
prevailing market conditions will primarily dictate the rate of absorption of lots for the Vertical
Redevelopment of the Subject Property.
SECTION 3
DEDICATED IMPROVEMENTS: OWNER AND DEVELOPER CONCESSIONS
AND OBLIGATIONS
A. Upon review and recommendation by the City Engineer, the City Council shall
accept such Dedicated Improvements upon the Dedicated Improvements having been constructed
in compliance with applicable codes and ordinances of the City and upon the Vertical
Improvements on the Subject Property, or in a subdivided phase of the Subject Property in
question, having been substantially completed as determined by the City. Developer shall
replace or repair damaged to Dedicated Improvements installed within, under or upon the
Subject Property resulting from construction activities by the Developer and its employees,
agents, contractors, sub-contractors and successors. Acceptance of the Dedicated Improvements
shall be consistent with applicable City ordinances.
B. The Owner shall grant easements reasonably required for the construction,
extension, improvement, maintenance, and operation of the public infrastructure necessitated by
the Dedicated Improvements, including the City's existing water system, sanitary sewer system,
storm sewer system, storm water management system, wetland mitigation area, and of the utility
-15-
systems including without limitation, the appropriate gas, electric, telephone and cable television
companies serving the Subject Property.
C. The Owner shall dedicate all required right-of-way for roadways and public
utility easement, and other collector and/or local roadways as may be designated as "public
roadways" at the time of the approval of the Final Plat(s) of Subdivision or Final Plans(s).
D. The foregoing grants of easement and dedications shall be undertaken at the
Owner's sole cost and expense, it being agreed that the cost of any such grants of easements
and/or dedications shall not be included in any calculation of Gifford 300 TIF-Eligible Costs.
E. With respect to any Dedicated Improvement, Owner or the Developer will
provide, at its expense, a title commitment, in the minimum applicable amount, to the City
demonstrating proper title vesting in the City, or such public utility or other governmental entity
designated by the City, and other similar and customary closing documents. The Developer shall
not be obligated to pay for any of the City's legal, administrative, engineering or other
professional service fees incurred in connection with these contributions or dedications provided
that the Developer adheres to the City Code.
SECTION 4
REIMBURSEMENT OF REDEVELOPMENT PROJECT COSTS
The Parties agree that the improvements and expenses described in Exhibit F hereinafter
represent a non-exhaustive description,and estimate of the types and amounts of various Gifford
300 TIF-Eligible Costs which are anticipated to be incurred, undertaken and implemented by the
Developer on or with respect to the Horizontal Redevelopment of the Subject Property and
which are to be financed as provided in this Redevelopment Agreement, in accordance with the
following conditions and limitations:
-16-
A. To ensure that the objectives of the Redevelopment PIan are achieved as
expeditiously as possible with respect to the Subject Property, the City agrees that the costs
incurred or to be incurred by the Developer in undertaking the Horizontal Redevelopment on or
with respect to the Subject Property and that qualify as eligible "redevelopment project costs"
within the meaning of the TIF Act ( 65 ILCS 5/11-74.4-3(q)) and pursuant to the City's
Redevelopment Plan (hereinafter referred to as "Gifford 300 TIF-Eligible Costs") shall be
eligible for payment or reimbursement by the City to the Developer from a portion of the TIF
Revenue Stream from the Subject Property as herein provided. The categories and estimated
amounts of such Gifford 300 TIF-Eligible Costs are set forth on Exhibit F attached hereto.
Notwithstanding the foregoing or anything else to the contrary in this Agreement, property
acquisition costs for the Subject Property shall not be considered as Gifford 300 TIF-Eligible
Costs and any such costs shall not be reimbursable pursuant to this Agreement or otherwise.
B. Notwithstanding the actual amount expended by the Developer for Gifford 300
TIF-Eligible Costs, the maximum amount of such costs which are subject to payment or
reimbursement by the City from the TIF Revenue Stream from the Subject Property shall not
exceed the aggregate of (i) the principal amount of the 2012A Note,being Thirteen Million Five
Hundred Thousand Dollars ($13,500,000), plus (ii) the principal amount of the Subordinate
Note, being a maximum of Eight Million One Hundred Thousand Dollars ($8,100,000) or such
smaller amount as may be determined in accordance with Section 5C below, plus (iii) interest on
the 2012A Note and on the Subordinate Note as therein provided.
C. Notwithstanding anything to the contrary in this Agreement, if the Owner or
Developer breaches its obligation to complete the Horizontal Redevelopment of Phase 1 and
Phase 2 the Subject Property by the Phase 1 and Phase 2 Completion Deadline (as more fully
-17-
described and defined in Section 2F hereof, and subject to such extensions thereof as is therein
allowed), then until such breach is cured by the completion of the Horizontal Redevelopment of
Phase 1 and Phase 2 of the Subject Property the City shall have those rights and remedies as set
forth in Section 18 below.
D. Interest on the periodically approved tranches of Approved Note Indebtedness
under each Certificate of Expenditure approved by the City and attached to either of the
Developer Notes that is tax-exempt will accrue at a rate as provided for in the Note Ordinance.
All such interest will accrue and be calculated as simple interest and will begin to accrue as
provided for in the Note Ordinance.
E. It is the obligation of the City pursuant to this Agreement to pay or reimburse the
Developer for Gifford 300 TIF-Eligible Costs up to Developer Reimbursement Amount plus
interest, with such reimbursement to be made from the portion of the TIF Revenue Stream from
the Subject Property to be deposited into the Sub-STAF Gifford 300 Account and/or in Net
Bond Proceeds, subject to the limitations and provisions of this Agreement. The City's
obligations shall include, without limitation, (i) the issuance of TIF Obligations, and (ii) the
reimbursement to the Developer of Gifford 300 TIF-Eligible Costs from a portion of the TIF
Revenue Stream from the Subject Property, as provided in Section 7, and/or from Net Bond
Proceeds, as provided in Section 8, and/or from other revenue sources, if any, as provided in
Section 12B .
F. It is anticipated that the cost of performing the various components of the
Horizontal Redevelopment of the Subject Property may be more or less than the estimates set
forth in Exhibit F. The Developer shall be entitled to allocate the savings or shortfall in any one
category to another category provided that the total amount does not exceed the Developer
-18-
Reimbursement Amount and is consistent with the City's Redevelopment Plan.
G. Notwithstanding anything to the contrary in this Agreement, any expenses,
undertakings or improvements undertaken by or on behalf of the Owner and/or the Developer or
their successors and assigns after the 23`d anniversary of the TIF Enabling Ordinances referred to
in the recitals of this Agreement, shall not be considered a part of the Gifford 300 TIF Eligible
Costs, shall not be eligible for Certificates of Expenditure and shall not be eligible for payment
or reimbursement by the City pursuant to this Agreement or otherwise. All Requests for
Issuance submitted by the Owner or the Developer to the City requesting a Certificate of
Expenditure shall be submitted to by City no later than six months after the 23rd anniversary of
the passage of the TIF Enabling Ordinances.
SECTION 5
CALCULATION OF DEVELOPER REIMBURSEMENT AMOUNT: 2012A AND
SUBORDINATE NOTES
A. Upon the date of execution of this Agreement (the "Issuance Date") the City
shall issue to the Developer pursuant to the Note Ordinance the City's tax-exempt note, in the
face amount of Thirteen Million Five Hundred Thousand Dollars ($13,500,000) (the "2012A
Note") as set forth in the Note Ordinance. The 2012A Note may be issued as a taxable note (i)
with the Developer's prior written consent, which the Developer may give or withhold in its sole
discretion, or (ii) if the City's tax counsel gives its opinion that said note may not legally be
issued as a tax-exempt note. The 2012A Note shall be substantially in the form included in the
Note Ordinance attached hereto as Exhibit C. Such 2012A Note will not impose any financial
obligations on the City hereunder until the issuance of the first approved Certificate of
Expenditure. Notwithstanding its maximum principal amount, the actual indebtedness owed to
-19-
the Developer by the City under the 2012A Note will be limited to an amount not to exceed the
lesser of(i)Thirteen Million Five Hundred Thousand Dollars($13,500,000),or(ii)the aggregate
amount of all Gifford 300 TIF-Eligible Costs incrementally incurred by the Developer and
periodically verified and approved by the City in the City's various Certificates of Expenditure to
be attached thereto. As the Developer incurs Gifford 300 TIF-Eligible Costs, the Developer shall
make periodic Requests for Issuance to the City, accompanied by documentation as to the
Gifford 300 TIF-Eligible Costs, for the issuance of a City Certificate of Expenditure pursuant to
the requirements of Section 6 below.
B. Simultaneously with the issuance of the 2012A Note, the City shall deliver the
Subordinate Note to the Escrowee to be placed into an irrevocable escrow, as provided in the
Note Ordinance. Upon the City's receipt of a Final Report (as defined in the Note Ordinance
attached hereto as Exhibit C) and not sooner than the earlier of(i) the date which is seven (7)
years after date of this Agreement,or(ii)the date on which an initial series of Bonds is issued by
the City pursuant to a Bond Ordinance, the Escrowee, at the written direction of the City, shall
release the escrowed Subordinate Note from escrow and deliver same to the Developer. The
Subordinate Note shall be issued in the principal amount not to exceed Eight Million One
Hundred Thousand Dollars ($8,100,000) or such smaller amount as may be determined in
accordance with Section 5C hereof. The Subordinate Note shall be substantially in the form
included in the Note Ordinance attached hereto as Exhibit C.
C. The maximum principal amount of the Subordinate Note shall be equal to the
smaller of the following:
(i) Eight Million One Hundred Thousand Dollars ($8,100,000); or
-20-
(ii) If the projected unleveraged internal rate of return ("IRR") ("unleveraged" is
defined to include a return calculation based upon the entire amount of Project
costs without respect to equity and debt components) of the Project at the time of
issuance of the Subordinate Note is greater than ten 10%percent , then the
p ( )
rin i p c pal amount of the Subordinate Note will be reduced dollar-for-dollar below
Eight Million One Hundred Thousand Dollars ($8,100,000) until a ten percent
a
(10%) unleveraged IRR is reached. The methodology used to calculate the
unleveraged IRR for this calculation will be in the same methodology as
calculated in the "gap" analysis as shown in Exhibit G attached hereto. As of the
date of the issuance, actual costs and revenues will be used to the extent known
and a mutually agreed upon assumptions will be used from that point forward.
For example, if the unleveraged IRR is projected to be eleven percent (11%), the
principal amount of the Subordinate Note would be reduced to the extent
necessary to cause the projected IRR to be reduced to 10%, and so on. To the
extent that capitalization rates are used to calculate IRR, these rates will be
derived from forecasted Chicago regional terminal cap rate data as reported in the
most recent available edition of Real Estate Research Corporation's quarterly
"Real Estate Report." If this publication is not available at the time of calculation,
a similar publication may be substituted. The Developer shall be responsible for
the payment of any City audit or professional service costs related to the
calculation and substantiation of the IRR calculation described above.
-21-
D. Each of the Notes shall be entitled to such payment of principal and interest, and
shall have such security in the Pledged Monies, as more particularly provided in the Note
Ordinance attached hereto as Exhibit C.
E. Either or both of the Notes may be (i) assigned or pledged by the Developer as
collateral to a senior lender,or(ii) sold or assigned by the Developer to an Accredited Investor or
the Owner. The Developer may also transfer either or both of the Notes at any time to (i) any
entity controlling, controlled by or under common control with Developer or (ii) any entity in
which the majority equity interest is owned by the parties that have a majority equity interest in
Developer(in either case an"Affiliate").
F. The Notes shall be approved by the City's approval of the Note Ordinance. In the
event of any conflict between the terms of the Note Ordinance and the terms of this Agreement,
the terms of the Note Ordinance shall control.
G. It is the intent of both the City and the Developer that, to the maximum extent
feasible, interest on the Notes shall be excludable from gross income of the holders thereof for
federal income tax purposes.Moreover,the City shall be obligated to use its best efforts to obtain
and provide to the Developer, at the time of authorization of the Notes, an opinion of Bond
Counsel satisfactory to the Developer that the interest on the Notes in question is excludable
from gross income of the holders thereof for federal income tax purposes. If the City is unable to
provide the Developer with such an opinion, the Notes shall bear interest at the Taxable Note
Interest Rate.
H. Notwithstanding anything to the contrary in this Agreement, it is agreed and
understood that the Note(s) shall not be general obligations of the City and shall be non-recourse
as to the City, and instead, shall be a special limited obligation of the City payable solely and
-22-
only from the portion of the TIF Revenue Stream from the Subject Property to be deposited into
the Sub-STAF Gifford 300 Account, and from the proceeds of any Bonds issued by the City
pursuant to Section 8 hereof, and that.the all payments to be made by the City with respect to
each of the Notes shall come exclusively from, and be dependent upon and wholly subject to
receipt by the City of (i) sufficient TIF Revenue Stream from the Subject Property to be
deposited into the Sub-STAF Gifford 300 Account pursuant to this Agreement and(ii) subject to
the provisions of Section 22 and other applicable requirements of law, other revenues as
described in Section 12 hereof, if any. It is further agreed and understood that the Note(s) shall
not constitute an indebtedness of the City or a loan of credit thereof within the meaning of any
statutory or constitutional provision.
I. Developer agrees to and shall pay when due all costs and fees of the City's Bond
Counsel or other outside counsel retained by the City and any other costs or fees incurred by the
City in connection with the Note(s), including, but not limited to, for the review, drafting or
issuance of such Note(s). Such costs and fees paid by the Developer shall be considered as
Gifford 300 TIF-Eligible Costs.
SECTION 6
CERTIFICATES OF EXPENDITURE: REOUIRED SUPPORTING
DOCUMENTATION
Each Request for Issuance submitted by the Developer to the City requesting a
Certificate of Expenditure shall be for a minimum amount of Two Hundred Fifty Thousand
Dollars ($250,000) of Gifford 300 TIF-Eligible Costs, and (other than with respect to a Request
for Issuance submitted with respect to the Prior Gifford 300 TIF-Eligible Costs as described in
Section 6B below, which may be submitted by the Developer at any time), shall be submitted to
-23-
the City no more frequently than quarterly. (Such quarterly limitation shall also not apply to any
resubmission of a Request for Issuance submitted to correct a Defective Request for Issuance as
described in Section 6G below.) Each. Certificate of Expenditure shall be attached to the
appropriate Developer Note (first to the 2012A Note until the aggregate of all such Certificates
attached thereto total the amount not to exceed Thirteen Million Five Hundred Thousand Dollars
($13,500,000), and thereafter to the Subordinate Note until the aggregate of all such Certificates
of Expenditure approved with respect to said Subordinate Note, when added to the amount not to
exceed Thirteen Million Five Hundred Thousand Dollars ($13,500,000) principal amount of the
2012A Note, equals the Developer Reimbursement Amount. The aggregate of all such
Certificates of Expenditure from time to time approved by the City shall sometimes herein be
referred to as the"Approved Note Indebtedness".
A. The City acknowledges that Developer shall have the right, at its election, to
perform some or all of the Reclamation Work using its own force. Developer may submit to the
City documentation as required by the City's Chief Financial Officer to establish Developer's average
cost per cubic yard for performing such Reclamation Work. In the event the City's Chief Financial
Officer approves an average per cubic yard cost for Developer performing such Reclamation Work such
per cubic yard cost (which shall not include any amount for profit) shall be identified as the Internal
Reclamation Rate. Said Internal Reclamation Rate may be periodically adjusted on each anniversary of
the Effective Date by mutual and reasonable agreement between the parties.
B. The City also acknowledges that Developer has, from and after September 10,
2008 and prior to the date of this Agreement, performed Reclamation Work and incurred other
Gifford 300 TIF-Eligible Costs (the "Prior Gifford 300 TIF-Eligible Costs"). With respect to
the Prior Gifford 300 TIF-Eligible Costs, the Developer shall, within one hundred twenty (120)
-24-
days of the Effective Date of this Agreement, submit to the City for its approval and for the
issuance by the City of a Certificate of Expenditure, the applicable documentation required in
subsections C through E below, along with its Request for Issuance.
C. With respect to all Reclamation Work, a Certificate of Expenditure shall be issued
by the City upon the Developer submitting the following documentation along with each Request
of Issuance:
(i) A topographical survey of the reclaimed area to verify the quantity of the
fill so as to enable the independent engineer to issue a quantity
certification for such Reclamation Work.
(ii) An Owner'sworn statement listing the following:
(a) The total estimated Reclamation Work;
(b) Amount of Reclamation Work already completed;
(c) Amount of Reclamation Work for which Developer is seeking a
Certificate of Expenditure;
(d) The total amount of money expended by the Developer for the
Reclamation Work (excluding, however, Reclamation Work
performed by the Developer using its own work force but only in
the event in Internal Reclamation Rate has been agreed to between
the parties pursuant to Section 6A hereof), including stating the
amounts of each element of cost, including labor, materials,
equipment and supplies;
(e) The total amount of money received by the Developer from third
parties (other than the Owner) for the Reclamation Work (such as,
-25-
by way of example, "tipping" or "dump" fees paid to the
Developer by parties seeking to dump fill material on the Subject
Property), which amount shall offset the amount of eligible
expense for Developer in the applicable Certificate of Expenditure;
(f) Approximate balance of Reclamation Work to be completed; and
(iii) Such other documentation reasonably requested by the City to confirm the
nature and extent of the Reclamation Work and the costs incurred by the
Developer therefor.
D. With respect to all other Horizontal Redevelopment Work that qualifies as a
Gifford 300 TIF-Eligible Cost other than Reclamation Work (the "Other )Horizontal
Redevelopment Work"), the Owner shall submit to the City along with each Request for
Issuance an owners' sworn statement listing the following:
(i) The name and address of the Developer, consultant and any other prime
contractor with whom the Owner has or will contract with, and the kind of
service, work and materials furnished for the Redevelopment Projects.
(ii) A listing of each contract amount and where applicable, the unit costs and
individual cost for the services to be performed.
(iii) Identification of any amounts paid to date by the Owner, if any, to the
Developer and any other prime contractor, the dates on which such
payments were paid, the services or work performed, and the balance to
become due to the Developer and balance to each such consultant and
prime contractor, if any.
(iv) Copies of each such contract, agreement, statement for services or
-26-
purchase orders.
E. With respect to all Other Horizontal Redevelopment Work, the Developer shall
submit to the City along with each Request for Issuance the following:
(i) general contractor's sworn statement from the Developer and from each
consultant and other prime contractor listed on the initial owner's sworn
statement listing the following:
(a) the name and address of the contractor, subcontractors, suppliers,
consultants or vendors performing the services for the specific
Gifford 300 TIF-Eligible Costs;
(b) a listing of the contract amount and, where applicable, the unit
costs and individual cost for the services to be performed;
(c) the line item on Exhibit F to which the work relates;
(d) identifying any amounts paid prior to the date of the submittal of
the initial general contractor's sworn statement and sworn
statements from any other prime contractors setting forth the
amounts paid, the date of each payment, and a description of the
work and services performed..
(ii) a revised general contractor's sworn statement if there is a material change
in:
(a) the parties performing the work.;
(a) the contract amount of the work to be performed;
(b) allocations to line items on Exhibit F.
(iii) a copy of the contract, agreements, statement of services or purchase
-27-
orders previously incurred or executed for which the Developer will seek a
Certificate of Expenditure.
(iv) an invoice prepared by the contractor or vendor listing the value of the
work completed to date, the amount previously paid on the contract, the
amount due with this invoice and the retained amount (if any) to be
deducted from the amount due and the amount due for this invoice;
(v) current partial waivers of lien from the Developer, each prime contractor,
and each subcontractor and material supplier for the amount shown to be
paid with the Request for Issuance being presented and trailing partial lien
waivers from all sub-subcontractors and subcontractor material suppliers
shown on partial waivers submitted with the immediately preceding
Request for Issuance;
(vi) an invoice back up information for the Gifford 300 TIF-Eligible Costs,
listing the individual work items, contract quantity, unit price, contract
amount, completed items to date, previously billed and amount due with
the submitted invoice;
(vii) a certification from an independent professional engineer that the work has
been completed and materials are in place and said engineer's opinion as
to the value of the completed work and materials as indicated by the
current Request for Issuance submitted by the Developer; and
(viii) such other documentation reasonably requested by the City to confirm the
nature and extent of the work performed and the costs thereof.
F. When submitting invoices for final payment of any Gifford 300 TIF-Eligible
-2 S-
Cost, the Developer shall submit a signed Request for Issuance, or in the case where Bonds have
issued, a "Memorandum of Final Payment" prepared and executed by the Owner and/or the
Developer authorizing and requesting final payment to the Developer (or to any unpaid
subcontractor) for the Gifford 300 TIF-Eligible Cost and documenting payment by the Developer
of invoices. The following information shall be attached to the final Request for Issuance or
Memorandum of Final Payment,as the case may be:
0) Updated and final Owner' Sworn Statement listing the Developer and all
consultants and prime contractors with whom the Owner entered a
contactor or hired to perform any service, furnish any labor and/or supply
any materials in connection with the Horizontal Redevelopment of the
Subject Property.
(ii) Signed general contractor's sworn statement and a contractor's affidavit
prepared and executed by the Developer and each consultant and prime
contractor listed on the final Owner's Sworn Statement meeting the
requirements of Section 6F(i) listing the subcontractors and material
suppliers with the total contract price, the amount previously paid, and the
amount of this final payment unless a final waiver from said contractor
was previously submitted.
(iii) Invoice prepared by the contractor or vender listing the value of the work
completed to date, the amount previously paid on the contract, and the
final amount due with this invoice.
(iv) A final waiver of lien from the Developer, each prime contractor, all
subcontractors, sub-subcontractors, material suppliers and any person that
-29-
REDEVELOPMENT AND FINANCING AGREEMENT
This Redevelopment and Financing Agreement (the "Agreement") is dated as of this
13th day of June, 2012 , by and between the City of Elgin, an Illinois municipal corporation(the
"City"), Gifford 300, LLC, an Illinois limited liability company (the "Owner"), and Bluff City
Materials,Inc.,an Illinois corporation (the "Developer").
WITNESSETH:
WHEREAS, the City has the authority, pursuant to the laws of the State of Illinois, to
promote the health, safety and welfare of the City and its inhabitants, to prevent the spread of
blight, to encourage private development in order to enhance the local tax base, to increase
employment, and to enter into contractual agreements with third parties for the purpose of
achieving the aforesaid purposes; and
WHEREAS, the City is authorized under the provisions of the Tax Increment Allocation
Redevelopment Act, as amended, 65 ILCS 5/11-74.4-1, et seq. (the "Act"), to finance
redevelopment in accordance with the conditions and requirements set forth in the Act; and
WHEREAS, pursuant to its Resolution 08-216 (the "Inducement Resolution") adopted
by the Corporate Authorities (as hereafter defined) of the City on September 10, 2008, the City
authorized the undertaking of a feasibility study on the designation of the Redevelopment Project
Area(hereafter defined) and commonly known as the Bluff City/Quarry Redevelopment Area, as
qualifying for tax incremental financing treatment under the Act; and,
WHEREAS, to stimulate and induce redevelopment pursuant to the Act, the Corporate
Authorities of the City have previously adopted the following ordinances with respect to the
Bluff City/Quarry Redevelopment Area(collectively the "TIF Enabling Ordinances"):
A. Ordinance No. S4-11, adopted May 11, 2011, entitled "An Ordinance of the City
of Elgin, Kane and Cook Counties, Illinois, Approving a Tax Increment
Redevelopment Plan and Redevelopment Project for the Bluff City Quarry TIF
Redevelopment Project Area";
B. Ordinance No. 55-11, adopted May 11, 2011, entitled "An Ordinance of the City
of Elgin, Kane and Cook Counties, Illinois, Designating Bluff City Quarry TIF
Redevelopment Project Area of said City a Redevelopment Project Area Pursuant
to the Tax Increment Allocation Redevelopment Act"; and
C. Ordinance No. 56-11, adopted May 11, 2011, entitled "An Ordinance of the City
of Elgin, Kane and Cook Counties, Illinois, Adopting Tax Increment Allocation
Financing for Bluff City Quarry TIF Redevelopment Project Area"; and
WHEREAS, the hereinafter defined Redevelopment Project Area consists of an area of
land located in Elgin, Illinois and is graphically depicted in Exhibit A-1 and legally described in
Exhibit A-2 attached hereto; and
WHEREAS, within (and comprising a portion of) the Redevelopment Project Area are
approximately 237.466 acres of vacant land 177.466 acres of which are owned by the Owner,
such 237.466 acres being graphically depicted in Exhibit B-1 and legally described in Exhibit B-
2 attached hereto(the"Subject Property");and
WHEREAS, the Subject Property requires substantial reclamation in order to make the
Subject Property suitable for the intended redevelopment thereof with industrial and commercial
uses; and
WHEREAS, the Developer proposes to incur the hereinafter defied Gifford 300 TIF-
Eligible Costs associated with the Developer's performance of the Horizontal Redevelopment
(hereafter defined) of the Subject Property , the performance of which will serve a public
purpose by reducing or eliminating conditions that in part qualify the Redevelopment Project
Area as a blighted area or a conservation area under the Act and which are necessary to foster
-2-
private development and redevelopment within the Redevelopment Project Area; and
WHEREAS, the City and the Developer each proposes to finance a portion of the said
Gifford 300 TIF-Eligible Costs the costs to be incurred by Developer in connection with the
implementation of said Horizontal Redevelopment by utilizing tax increment financing in
accordance with the Act.
NOW, THEREFORE, the City, the Owner and the Developer, in consideration of the
premises and the mutual agreements herein contained and described, the sufficiency of which is
hereby acknowledged, and subject to the conditions herein set forth, agree as follows:
SECTION 1
RECITALS, DEFINITIONS AND INTERPRETIVE CLARIFICATIONS
A. Recitals and Exhibits. The foregoing recitals and all Exhibits referenced in this
Agreement are incorporated by reference into this Agreement.
B. Definitions. Each of the following terms shall have the meaning set forth below:
"Accredited Investor" shall have the same meaning as such tern is defined by
Regulation D promulgated under the Securities Act of 1933, as amended. "
"Act" shall have the meaning as set forth in the Recitals to this Agreement.
"Affiliate" shall have the meaning as set forth in Section 5E below.
"Agreement" shall mean this Redevelopment and Financing Agreement.
"Approved Note Indebtedness" shall have the meaning as set forth in Section 6
below.
"Bluff City/Quarry Area TIF District" shall mean the TIF District established
by the TIF-Enabling Ordinances referred to in this Agreement.
"Bond Counsel" shall mean Chapman and Cutler, LLP, Chicago, Illinois, or such
-3-
other law firm appointed by the City which is nationally recognized as having expertise in tax
exempt financing.
"Bonds" or "Developer Bonds" shall mean obligations of the City issued in
accordance with the provisions of Section 8A below.
"Certificates of Expenditure" shall mean a certificate issued by the City in
accordance with this Agreement which demonstrates that the Developer has expended or
incurred Gifford 300 TIF-Eligible Costs that qualify as "redevelopment project costs" under the
Act, the mechanism for the issuance of which is more particularly set forth in Section b below.
"Change in Law", shall mean the occurrence, after the Effective Date, of an event
described in paragraph (a) below unless such event is excluded pursuant to paragraph (b) or
paragraph (c)below:
(a) Change in Law means any of the following: (i) the enactment, adoption,
promulgation or modification of any federal, state or local law, ordinance, code,
rule or regulation; (ii) the order or judgment or any federal, state or local court,
administrative agency or other governmental body with respect to the subject
matter of this Agreement; (iii)the imposition of any conditions on or delays in the
issuance or renewal of any governmental license approval or permit (or the
suspension, termination, interruption, revocation, modification, denial or failure
of issuance or renewal thereof) necessary for the undertaking of the services to be
performed under this Agreement; or(iv)the adoption, promulgation, modification
or interpretation in writing of a written guideline or policy statement by a
governmental agency(other than the City).
(b) An event described in paragraph(a)above shall not be a Change in Law unless the
-4-
event materially changes the costs or ability of the party relying thereon to carry
out its obligations under this Agreement.
(c) An event which would otherwise be a Change in Law pursuant to paragraph (a)
and paragraph (b) above shall not be a Change in Law if the event is caused by the
actions or fault of the party relying thereon.
"Ci
ty" shall mean the City of Elgin, an Illinois municipal corporation, in Cook
and Kane Counties, Illinois.
"City Approvals for Horizontal Redevelopment" shall have the meaning as set forth
in Section 2D below.
"City Code" shall mean the Municipal Code of the City, as from time to time amended.
"City Engineer" shall mean the person so designated by the City to the Developer.
"Code" shall mean the United States Internal Revenue Code of 1986, as amended.
"Continuing TIF Revenue Stream Component from the Subject Property" shall
have the meaning as set forth in Section 7I below.
"Corporate Authorities" shall mean the Mayor and other members of the City Council
of the City of Elgin.
"County" shall mean either Kane County, Illinois, or Cook County, Illinois.
"Day" (or"day") shall mean a calendar day unless otherwise specified.
Dedicated Improvements shall mean those components of the Horizontal
Redevelopment of the Subject Property which, when completed, will be dedicated to and
accepted and owned by the City, including, without limitation, sanitary, storm sewer and water,
public streets and sidewalks, street lights and traffic signalization, streetscape landscaping and
other such improvements typically constituting public improvements.
-5-
L
"Defective Request for Issuance" shall have the meaning as set forth in Section 6G
below.
"Developer Notes" shall mean, collectively, the 2012A Note and the Subordinate Note,
as more fully described in Sections 5A and 5B below, respectively, and in the Note Ordinance
attached hereto as Exhibit C.
"Developer Reimbursement Amount" shall have the meaning ascribed to it in Section
4B below.
"Early Approval" shall have the meaning as set forth in Section 2D below.
"Effective Date" shall mean the date set forth in Section 20 below.
"Final Plan" shall mean a final site plan or other final development plan for any portion
of the Subject Property as may be approved by the City in the context of a Planned Development
(defined below) which applies to all or a portion of the Subject Property.
"Final Plat of Subdivision" shall mean a final plat of subdivision with respect to all or
a portion of the Subject Property, which has been or may be approved by the City.
"Final Report" shall have the meaning as set forth in Section 5B below.
"Gifford 300 TIF-Eligible Costs" shall have the meaning as set forth in Section 4A
below. "Horizontal Redevelopment" shall have the meaning as set forth in Section 2B below.
"Internal Reclamation Rate"shall have the meaning as set forth in Section 6A below.
"Issuance Date" shall have the meaning as set forth in Section 5A below.
"Memorandum of Final Payment" shall have the meaning as set forth in Section 6F
below.
"Net Bond Proceeds" shall mean the proceeds derived from the issuance of any series
of Notes or Bonds as applicable, net of any costs of issuance, Bond Counsel Fees, issuer's
-6-
attorney's fees, underwriter's fee or discount, debt service reserve, additional reserve(s) or similar
requirements, deposits for the payment of capitalized interest or other similar types of funding
requirements generally applicable in connection with the issuance of tax increment bonds or
Notes.
"Note(s)" or "Developer Note(s)" means the obligations of the City issued in
accordance with the provisions of Section 5 below and include the 2012A Note and the
Subordinate Note,as described in the Note Ordinance attached hereto as Exhibit C.
"Note Ordinance" means that City ordinance authorizing the issuance of any Note(s),
the form of such Note Ordinance being attached hereto as Exhibit C.
"Other Horizontal Redevelopment Work" shall have the meaning as set forth in
Section 6D below.
"Parties" shall mean the signatories to this Agreement, to wit, the City, the Owner and
the Developer.
"Permitted Encumbrances" means any mortgage securing a loan; all security interests
granted by the Developer in connection with any mortgage or other loan and any amendment
thereto; liens in favor or any Person lending money to the Developer to finance Redevelopment
Projects or any portion thereof; liens in favor of any Person that arise in the ordinary course of
business of the Developer and that do not in the aggregate materially impair the use and value of
the Subject Property or the conduct of the Developer's business; easements, covenants,
conditions and restrictions of record, and any customary exceptions to title that are contained in.
the Owner's title insurance policy.
"Person" means any individual, corporation, partnership, joint venture, association,
joint-stock contractor, trust, unincorporated organization, limited liability company or
-7-
government or any agency or political subdivision thereof, or any agency or entity created or
existing under the compact clause of the United.States Constitution.
"Phased Concept Plan" means that plan prepared by Bluff City Materials, Inc.,
dated February 7, 2011,titled."Elgin TIF Phase Layout",attached hereto as Exhibit D.
"Phase I and Phase 2 Completion Deadline" shall have the meaning as set forth in
Section 2G below.
"Planned Developments" means any approval of one or more Planned Developments
granted by the City with respect to the Subject Property, or portion thereof in accordance with
the requirements of the City Code.
"Prior Gifford 300 TIF-Eligible Costs" shall have the meaning as set forth in Section
bB below.
"Private Redevelopment Projects" shall mean privately owned buildings and
improvements constructed on the Subject Property in accordance with its Vertical
Redevelopment.
"Project" shall mean the Horizontal Redevelopment of the Subject Property (or phase
thereof, as the case may be).
"Reclamation Work" shall mean the filling of all or a portion of the Subject Property,
including all costs of procuring fill materials, and of hauling, engineering, surveying, soil testing,
grading and compacting the materials associated with such filling and reclamation.
"Redevelopment Plan" shall mean the "Redevelopment Plan" as defined in the City's
Ordinance No. 54-11.
"Redevelopment Project Area" shall mean the area of land located in the City
graphically depicted in Exhibit A-1 and legally described in Exhibit A-2 attached hereto.
-8-
"Request for Issuance" shall mean a written request from the Developer substantially
in the form. attached hereto as Exhibit E attached hereto and made a part hereof for the issuance
of a Certificate of Expenditure and shall include the supporting documents as required in Section
6 of this Agreement.
"Remaining TIF Revenue Stream from the Subject Property" shall have the
meaning as set forth in Section 7F below.
"Special Tax Allocation Fund" shall mean the fund established by the City pursuant
to 65 ILCS 5/11-74.4-8, and into which all of the TIF Revenue Stream (hereafter defined)
derived from the Redevelopment Project Area shall be initially deposited. (See also "STAF-
Account".)
"STAF-Account" shall have the same meaning as "Special Tax Allocation Fund", as
such term is herein defined.
"State" shall mean the State of Illinois.
"Sub-STAF Gifford 300 Account" shall mean the account within the STAF-Account
established pursuant to Section 7B of this Agreement.
"Sub-STAF Municipal Account" means the account within the STAF-Account
established pursuant to Section 7B of this Agreement.
"Subject Property" shall have the meaning as set forth in the Recitals to this
Agreement and depicted in Exhibit B-1 and as legally described in Exhibit B-2 attached hereto.
"Tax-Exempt Note Interest Rate" shall have the meaning as set forth in Section 4D
below.
"Taxable Note Interest Rate" shall have the meaning as set forth in Section 4D below.
"TIF Financing" means the portions of the TIF Revenue Stream from the Subject
-9-
Property and/or proceeds of the Bonds payable to the Developer under the provisions of Section
7 hereof.
"TIF Obligations" means the principal amount and all interest due under or with
respect to all Bonds, each of the Notes and any other obligations issued or to be issued by the
City, whether publicly sold or privately placed.
"TIF Revenue Stream" shall mean the portion of the real property taxes collected with
respect to the entire Redevelopment Project Area that is required to be paid to the City Treasurer
for deposit to the Special Tax Allocation Fund pursuant to Section 11-74.4-8(b) of the Act, as
such provision may be amended from time to time.
"TIF Revenue Stream from the Subject Property" shall mean the portion of the real
property taxes collected with respect to the Subject Property that is required to be paid to the
City Treasurer for deposit to the Special Tax Allocation Fund pursuant to Section 11-74.4-8(b)
of the Act, as such provision may be amended from time to time, and Section 7 of this
Agreement and the proceeds of any other tax or other source of legally available revenue which
the City designates as "TIF Revenue Stream from the Subject Property", including any revenues
generated pursuant to the provisions of Section 12 of this Agreement, and interest or other
investment income earned on monies on deposit in the Sub-STAF Gifford 300 Account.
"Uncontrollable Circumstance" means any event which (a) is beyond the reasonable
control of and without the fault of the party relying thereon, and(b) includes but is not limited to
the following events:
(a) a Change in Law;
(b) insurrection, riot, civil disturbance, sabotage, act of the public enemy,
explosion, nuclear incident,war or naval blockade;
-10-
(c) epidemic, hurricane, tornado, landslide, earthquake, lightning, fire,
windstorm, other extraordinary weather condition or other similar Act of
God; or
(d) governmental condemnation or taking; and
(e) strikes or labor disputes.
Uncontrollable Circumstances shall not include economic hardship, impossibility or
impracticability of performance, commercial or economic frustration of purpose, strikes or labor
disputes caused by the unlawful acts of the Developer or a failure of performance by a contractor
(except as caused by events which are Uncontrollable Circumstances as to the contractor);
provided, however, that the exclusion of economic hardship, impossibility or impracticability of
performance, and commercial or economic frustration of purpose from this definition of
Uncontrollable Circumstances shall not constitute a waiver by a party of such as defenses at law
or in equity.
"Vertical Redevelopment" shall mean the construction of industrial and commercial
buildings and other above-ground structures on the Subject Property, none of which is the
obligation of the Owner or Developer under this Agreement except to market vacant lots created
through the Horizontal Redevelopment of the Subject Property to other end users and developers
as described in Section 2F below.
C. Interpretive Clarifications. Whenever the context may require, any pronoun shall
include the corresponding masculine, feminine and neuter forms. The words" include",
"includes" and"including" shall be deemed to be followed by the phrase"without limitation".
-I i-
SECTION 2
HORIZONTAL REDEVELOPMENT OF SUBJECT PROPERTY
A. It is the purpose and intent of the Parties that, through the TIF Financing herein
extended to the Developer, the Developer shall pursue in good faith the Horizontal
Redevelopment of the Subject Property. The Parties acknowledge that the Horizontal
Redevelopment of the Subject Property is necessary in order to make the Subject Property ready
for Vertical Development. As such, the Horizontal Redevelopment of the Subject Property will
serve to implement a portion of the Redevelopment Plan with respect to the Redevelopment
Project Area. .
B. As used in this Agreement, the term "Horizontal Redevelopment" shall mean
and include the following activities with respect to the Subject Property:
• Reclamation Work
• Constructing on-site and off-site public water, sanitary sewer, and storm
sewer mains
• Constructing on-site and off-site public roadway improvements
• Constructing public sidewalk improvements
+ Establishing erosion control including to, but not limited to, storm water
detention
+ Establishing public street lighting
• Establishing landscaping on public areas
• Extending all necessary off-site utilities to the site
C. It is agreed and understood that the Developer will initially continue with only
Reclamation Work on the Subject Property, and that said Reclamation Work will likely proceed
in.phases so as to prepare portions of the Subject Property for further Horizontal Redevelopment
and, ultimately, for Vertical Redevelopment in phases (with such Vertical Redevelopment to be
undertaken by others outside the purview of this Agreement).
D. Prior to the Developer commencing any of the other Horizontal Redevelopment
-12-
activities of any portion or all of the Subject Property other than Reclamation Work, the
Developer shall first submit to the City for its review and approval all plans, plat or other
materials (collectively "Development Materials") required by the City Code in connection with
the City's approval of a Final Plan or Final Plat of Subdivision for such portion (or all) of the
Subject Property, and shall procure all permits and approvals (collectively "City Approvals for
Horizontal Redevelopment") required by the City Code. Developer shall be allowed to seek
final approval for the subdivision of portions of the Subject Property and shall not be required to
submit a Final Plat of Subdivision thereof as a single unit, but may submit for approval in
accordance with applicable ordinances of the City, such plats for phased development of the
Subject Property, as the Developer may determine and as the City may approve. The
Subdivision of the Subject Property into various lots shall conform to applicable city ordinances
and generally accepted planning practices. Engineering for the development of the Subject
Property, including, but not limited to, the size and location of any applicable utilities and streets,
shall conform to applicable city ordinances, regulations, other applicable requirements of law
and with generally accepted engineering practices as determined by the City Engineer. The City
shall approve the Final Plats of Subdivision or Final Plans as submitted, if such plats or plans are
consistent with applicable ordinances, sound engineering practices, as determined by the City,
and the terms and conditions of this Agreement. Notwithstanding the foregoing,the City may, in
its discretion, authorize construction by the Developer of infrastructure improvements for the
benefit of all or any portion of the Subject Property prior to the approval of Final Plats of
Subdivision or Final Plans (hereinafter "Early Approval") and in such event, the City may, in
its discretion, issue to the Developer permits for infrastructure installation construction permits at
the Developer's risk. As a condition to any such Early Approval, the infrastructure which is
-.13-
sought to be installed pursuant thereto shall have first received final engineering review and
approval by the City.
E. The City agrees to use its best efforts to expeditiously review all such
Development Materials submitted by the Developer in order to issue all required City Approvals
for Horizontal Redevelopment, and to approve or disapprove same in writing within the normal
course of the City's development review process. In the event of disapproval, the City shall
provide written notice to Developer of the basis for such disapproval with. sufficient written
specificity as to the basis for such disapproval in order to provide the Developer and its engineers
and consultants with a clear understanding of the changes required by the City in order to give its
approval to said Development Materials and to issue all required permits in connection
therewith. The City agrees that it shall not unreasonably withhold, condition or delay its (i)
approval of any Development Materials submitted by the Developer or (ii) issuance of any City
Approvals for Horizontal Redevelopment.
F. The Owner and Developer shall use all commercially reasonable efforts to
complete the Horizontal Redevelopment of the Subject Property by December 31, 2018.
Without limiting the foregoing, the Owner and Developer shall complete the Horizontal
Redevelopment of Phase 1 and Phase 2 of the Subject Property by December 31, 2018, with such
Phase 1 and Phase 2 being depicted on the Phased Concept Plan attached hereto as Exhibit D
(the "Phase 1 and Phase 2 Completion Deadline"). Such date and such Phase 1 and Phase 2
Completion Deadline shall be reasonably extended to the extent the Owner and/or Developer are
delayed by reason of (i) Uncontrollable Circumstances, (ii) conditions prevailing in the real
estate market for the Vertical Redevelopment of the Subject Property and to projects comparable
thereto, or (iii) adverse market conditions leading to a lack of availability of sufficient amounts
-14-
of clean till material to reclaim Phase I and Phase 2. 'Hie Owner and Developer shall also use
their commercially reasonable, good-faith efforts to market the vacant lots created through the
Horizontal Redevelopment of the Subject Property to other end users and developers so as to
promote the Vertical Redevelopment of the Subject Property as soon as is reasonably practicable
in conjunction with and following such Horizontal Redevelopment, it being understood that
prevailing market conditions will primarily dictate the rate of absorption of lots for the Vertical
Redevelopment of the Subject Property.
SECTION 3
DEDICATED IMPROVEMENTS: OWNER AND DEVELOPER CONCESSIONS
AND OBLIGATIONS
A. Upon review and recommendation by the City Engineer, the City Council shall
accept such Dedicated Improvements upon the Dedicated Improvements having been constructed
in compliance with applicable codes and ordinances of the City and upon the Vertical
Improvements on the Subject Property, or in a subdivided phase of the Subject Property in
question, having been substantially completed as determined by the City. Developer shall
replace or repair damaged to Dedicated Improvements installed within, under or upon the
Subject Property resulting from construction activities by the Developer and its employees,
agents, contractors, sub-contractors and successors. Acceptance of the Dedicated Improvements
shall be consistent with applicable City ordinances.
B. The Owner shall grant easements reasonably required for the construction,
extension, improvement, maintenance, and operation of the public infrastructure necessitated by
the Dedicated Improvements, including the City`s existing water system, sanitary sewer system,
storm sewer system, storm water management system, wetland mitigation area, and of the utility
-15-
systems including without limitation, the appropriate gas, electric, telephone and cable television
companies serving the Subject Property.
C. The Owner shall dedicate all required right-of-way for roadways and public
utility easement, and other collector and/or local roadways as may be designated as "public
roadways"at the time of the approval of the Final Plat(s) of Subdivision or Final Plans(s).
D. The foregoing grants of easement and dedications shall be undertaken at the
Owner's sole cost and expense, it being agreed that the cost of any such grants of easements
and/or dedications shall not be included in any calculation of Gifford 300 TIF-Eligible Costs.
E. With respect to any Dedicated Improvement, Owner or the Developer will
provide, at its expense, a title commitment, in the minimum applicable amount, to the City
demonstrating proper title vesting in the City, or such public utility or other governmental entity
designated by the City, and other similar and customary closing documents. The Developer shall
not be obligated to pay for any of the City's legal, administrative, engineering or other
professional service fees incurred in connection with these contributions or dedications provided
that the Developer adheres to the City Code.
SECTION 4
REIMBURSEMENT OF REDEVELOPMENT PROJECT COSTS
The Parties agree that the improvements and expenses described in Exhibit F hereinafter
represent a non-exhaustive description and estimate of the types and amounts of various Gifford
300 TIF-Eligible Costs which are anticipated to be incurred, undertaken and implemented by the
Developer on or with respect to the Horizontal Redevelopment of the Subject Property and
which are to be financed as provided in this Redevelopment Agreement, in accordance with the
following conditions and limitations:
-16-
A. To ensure that the objectives of the Redevelopment Plan are achieved as
expeditiously as possible with respect to the Subject Property, the City agrees that the costs
incurred or to be incurred by the Developer in undertaking the Horizontal Redevelopment on or
with respect to the Subject Property and that qualify as eligible "redevelopment project costs''
within the meaning of the TIF Act ( 65 ILCS 5/11-74.4-3(q)) and pursuant to the City's
Redevelopment Plan (hereinafter referred to as "Gifford 300 TIF-Eligible Costs") shall be
eligible for payment or reimbursement by the City to the Developer from a portion of the TIF
Revenue Stream from the Subject Property as herein provided. The categories and estimated
amounts of such Gifford 300 TIF-Eligible Costs are set forth on Exhibit F attached hereto.
Notwithstanding the foregoing or anything else to the contrary in this Agreement, property
acquisition costs for the Subject Property shall not be considered as Gifford 300 TIF-Eligible
Costs and any such costs shall not be reimbursable pursuant to this Agreement or otherwise.
B. Notwithstanding the actual amount expended by the Developer for Gifford 300
TIF-Eligible Costs, the maximum amount of such costs which are subject to payment or
reimbursement by the City from the TIF Revenue Stream from the Subject Property shall not
exceed the aggregate of (i) the principal amount of the 2012A Note, being Thirteen Million Five
Hundred Thousand Dollars ($13,500,000), plus (ii) the principal amount of the Subordinate
Note, being a maximum of Eight Million One Hundred Thousand Dollars ($8,100,000) or such
smaller amount as may be determined in accordance with Section 5C below, plus (iii) interest on
the 2012A Note and on the Subordinate Note as therein provided.
C. Notwithstanding anything to the contrary in this Agreement, if the Owner or
Developer breaches its obligation to complete the Horizontal Redevelopment of Phase 1 and
Phase 2 the Subject Property by the Phase I and Phase 2 Completion Deadline (as more fully
-1.7-
described and defined in Section 2F hereof, and subject to such extensions thereof as is therein
allowed), then until such breach is cured by the completion of the Horizontal Redevelopment of
Phase 1 and Phase 2 of the Subject Property the City shall have those rights and remedies as set
forth in Section 18 below.
D. Interest on the periodically approved tranches of Approved Note Indebtedness
under each Certificate of Expenditure approved by the City and attached to either of the
Developer Notes that is tax-exempt will accrue at a rate as provided for in the Note Ordinance.
All such interest will accrue and be calculated as simple interest and will begin to accrue as
provided for in the Note Ordinance.
E. It is the obligation of the City pursuant to this Agreement to pay or reimburse the
Developer for Gifford 300 TIF-Eligible Costs up to Developer Reimbursement Amount plus
interest, with such reimbursement to be made from the portion of the TIF Revenue Stream from
the Subject Property to be deposited into the Sub-STAF Gifford 300 Account and/or in Net
Bond Proceeds, subject to the limitations and provisions of this Agreement. The City's
obligations shall include, without limitation, (i) the issuance of TIF Obligations, and (ii) the
reimbursement to the Developer of Gifford 300 TIF-Eligible Costs from a portion of the TIF
Revenue Stream from the Subject Property, as provided in Section 7, and/or from Net Bond
Proceeds, as provided in Section 8, and/or from other revenue sources, if any, as provided in
Section 12B .
F. It is anticipated that the cost of performing the various components of the
Horizontal Redevelopment of the Subject Property may be more or less than the estimates set
forth in Exhibit F. The Developer shall be entitled to allocate the savings or shortfall in any one
category to another category provided that the total amount does not exceed the Developer
-18-
Reimbursement Amount and is consistent with the City's Redevelopment Flan.
G. Notwithstanding anything to the contrary in this Agreement, any expenses,
undertakings or improvements undertaken by or on behalf of the Owner and/or the Developer or
their successors and assigns after the 23`d anniversary of the TIF Enabling Ordinances referred to
in the recitals of this Agreement, shall not be considered a part of the Gifford 300 TIF Eligible
Costs, shall not be eligible for Certificates of Expenditure and shall not be eligible for payment
or reimbursement by the City pursuant to this Agreement or otherwise. All Requests for
Issuance submitted by the Owner or the Developer to the City requesting a Certificate of
Expenditure shall be submitted to by City no later than six months after the 23`d anniversary of
the passage of the TIF Enabling Ordinances.
SECTION 5
CALCULATION OF DEVELOPER REIMBURSEMENT AMOUNT: 2012A AND
SUBORDINATE NOTES
A. Upon the date of execution of this Agreement (the "Issuance Date") the City
shall issue to the Developer pursuant to the Note Ordinance the City's tax-exempt note, in the
face amount of Thirteen Million Five Hundred Thousand Dollars ($13,500,000) (the "2012A
Note") as set forth in the Note Ordinance. The 2012A Note may be issued as a taxable note (i)
with the Developer's prior written consent,which the Developer may give or withhold in its sole
discretion, or (ii) if the City's tax counsel gives its opinion that said note may not legally be
issued as a tax-exempt note. The 2012A Note shall be substantially in the form included in the
Note Ordinance attached hereto as Exhibit C. Such 2012A Note will not impose any financial
obligations on the City hereunder until the issuance of the first approved. Certificate of
Expenditure. Notwithstanding its maximum principal amount, the actual indebtedness owed to
-19-
the Developer by the City under the 2012A Note will be limited to an amount not to exceed the
lesser of(i) Thirteen Million Five Hundred Thousand Dollars($13,500,000), or(ii) the aggregate
amount of all Gifford 300 TIF-Eligible Costs incrementally incurred by the Developer and
periodically verified and approved by the City in the City's various Certificates of Expenditure to
be attached thereto. As the Developer incurs Gifford 300 TIF-Eligible Costs, the Developer shall
make periodic Requests for Issuance to the City, accompanied by documentation as to the
Gifford 300 TIF-Eligible Costs, for the issuance of a City Certificate of Expenditure pursuant to
the requirements of Section b below.
B. Simultaneously with the issuance of the 2012A Note, the City shall deliver the
Subordinate Note to the Escrowee to be placed into an irrevocable escrow, as provided in the
Note Ordinance. Upon the City's receipt of a Final Report (as defined in the Note Ordinance
attached hereto as Exhibit C) and not sooner than the earlier of(i) the date which is seven (7)
years after date of this Agreement, or(ii)the date on which an initial series of Bonds is issued by
the City pursuant to a Bond Ordinance, the Escrowee, at the written direction of the City, shall
release the escrowed Subordinate Note from escrow and deliver same to the Developer. The
Subordinate Note shall be issued in the principal amount not to exceed Eight Million One
Hundred Thousand Dollars ($8,100,000) or such smaller amount as may be determined in
accordance with Section 5C hereof. The Subordinate Note shall be substantially in the form
included in the Note Ordinance attached hereto as Exhibit C.
C. The maximum principal amount of the Subordinate Note shall be equal to the
smaller of the following:
(i) Eight Million One Hundred Thousand Dollars ($8,100,000); or
-20-
00 If the projected unleveraged internal rate of return ("IRR") ("unleveraged" is
defined to include a return calculation based upon the entire amount of Project
costs without respect to equity and debt components) of the Project at the time of
issuance of the Subordinate Note is greater than ten percent (10%), then the
principal amount of the Subordinate Note will be reduced dollar-for-dollar below
Eight Million One Hundred Thousand Dollars ($8,100,000) until a ten percent
(10%) unleveraged IRR is reached. The methodology used to calculate the
unleveraged IRR for this calculation will be in the same methodology as
calculated in the "gap" analysis as shown in Exhibit G attached hereto. As of the
date of the issuance, actual costs and revenues will be used to the extent known
and a mutually agreed upon assumptions will be used from that point forward.
For example, if the unleveraged IRR is projected to be eleven percent (I I%), the
principal amount of the Subordinate Note would be reduced to the extent
necessary to cause the projected IRR to be reduced to 10%, and so on. To the
extent that capitalization rates are used to calculate IRR, these rates will be
derived from forecasted Chicago regional terminal cap rate data as reported in the
most recent available edition of Real Estate Research Corporation's quarterly
"Rear Estate Report." If this publication is not available at the time of calculation,
a similar publication may be substituted. The Developer shall be responsible for
the payment of any City audit or professional service costs related to the
calculation and substantiation of the IRR calculation described above.
-21-
D. Each of the Notes shall be entitled to such payment of principal and interest, and
shall have such security in the Pledged Monies, as more particularly provided in the Note
Ordinance attached hereto as Exhibit C.
E. Either or both of the Notes may be (i) assigned or pledged by the Developer as
collateral to a senior lender,or(ii) sold or assigned by the Developer to an Accredited Investor or
the Owner. The Developer may also transfer either or both of the Notes at any time to (i) any
entity controlling, controlled by or under common control with Developer or (ii) any entity in
which the majority equity interest is owned by the parties that have a majority equity interest in
Developer(in either case an"Affiliate").
F. The Notes shall be approved by the City's approval of the Note Ordinance. In the
event of any conflict between the terms of the Note Ordinance and the terms of this Agreement,
the terms of the Note Ordinance shall control.
G. It is the intent of both the City and the Developer that, to the maximum extent
feasible, interest on the Notes shall be excludable from gross income of the holders thereof for
federal income tax purposes. Moreover,the City shall be obligated to use its best efforts to obtain
and provide to the Developer, at the time of authorization of the Notes, an opinion of Bond
Counsel satisfactory to the Developer that the interest on the Notes in question is excludable
from gross income of the holders thereof for federal income tax purposes. If the City is unable to
provide the Developer with such an opinion, the Notes shall bear interest at the Taxable Note
Interest Rate.
H. Notwithstanding anything to the contrary in this Agreement, it is agreed and
understood that the Note(s) shall not be general obligations of the City and shall be non-recourse
as to the City, and instead, shall be a special limited obligation of the City payable solely and
-22-
only from the portion of the TIF Revenue Stream from.the Subject Property to be deposited into
the Sub-STAF Gifford 300 Account, and from the proceeds of any Bonds issued by the City
pursuant to Section 8 hereof, and that.the all payments to be made by the City with respect to
each of the Notes shall come exclusively from, and be dependent upon and wholly subject to
receipt by the City of (i) sufficient TIF Revenue Stream from the Subject Property to be
deposited into the Sub-STAF Gifford 300 Account pursuant to this Agreement and(ii) subject to
the provisions of Section 22 and other applicable requirements of law, other revenues as
described in Section 12 hereof, if any. It is further agreed and understood that the Note(s) shall
not constitute an indebtedness of the City or a loan of credit thereof within the meaning of any
statutory or constitutional provision.
I. Developer agrees to and shall pay when due all costs and fees of the City's Bond
Counsel or other outside counsel retained by the City and any other costs or fees incurred by the
City in connection with the Note(s), including, but not limited to, for the review, drafting or
issuance of such Note(s). Such costs and fees paid by the Developer shall be considered as
Gifford 300 TIF-Eligible Costs.
SECTION 6
CERTIFICATES OF EXPENDITURE: REQUIRED SUPPORTING
DOCUMENTATION
Each Request for Issuance submitted by the Developer to the City requesting a
Certificate of Expenditure shall be for a minimum amount of Two Hundred Fifty Thousand
Dollars ($250,000) of Gifford 300 TIF-Eligible Costs, and (other than.with respect to a Request
for Issuance submitted with respect to the Prior Gifford 300 TIF-Eligible Costs as described in
Section 6B below, which may be submitted by the Developer at any time), shall be submitted to
-23-
the City no more frequently than quarterly. (Such quarterly limitation shall also not apply to any
resubmission of a Request for Issuance submitted to correct a Defective Request for Issuance as
described in Section 6G below.) Each Certificate of Expenditure shall be attached to the
appropriate Developer Note (first to the 2012A Note until the aggregate of all such Certificates
attached thereto total the amount not to exceed Thirteen Million Five Hundred Thousand Dollars
($13,500,000), and thereafter to the Subordinate Note until the aggregate of all such Certificates
of Expenditure approved with respect to said Subordinate Note,when added to the amount not to
exceed Thirteen Million Five Hundred Thousand Dollars ($13,500,000) principal amount of the
2012A Note, equals the Developer Reimbursement Amount. The aggregate of all such
Certificates of Expenditure from time to time approved by the City shall sometimes herein be
referred to as the"Approved Note Indebtedness".
A. The City acknowledges that Developer shall have the right, at its election, to
perform some or all of the Reclamation Work using its own force. Developer may submit to the
City documentation as required by the City's Chief Financial Officer to establish Developer's average
cost per cubic yard for performing such Reclamation Work. In the event the City's Chief Financial
Officer approves an average per cubic yard cost for Developer performing such Reclamation Work such
per cubic yard cost (which shall not include any amount for profit) shall be identified as the Internal
Reclamation Rate. Said Internal Reclamation Rate may be periodically adjusted on each anniversary of
the Effective Date by mutual and reasonable agreement between the parties.
B. The City also acknowledges that Developer has, from and after September 10,
2008 and prior to the date of this Agreement, performed Reclamation Work and incurred other
Gifford 300 TIF-Eligible Costs (the "Prior Gifford 300 TIF-Eligible Costs"). With respect to
the Prior Gifford 300 TIF-Eligible Costs, the Developer shall, within one hundred twenty (120)
-24-
i �
days of the Effective Date of this Agreement, submit to the City for its approval and for the
issuance by the City of a Certificate of Expenditure, the applicable documentation required in
subsections C through E below,along with its Request for Issuance.
C. With respect to all Reclamation Work, a Certificate of Expenditure shall be issued
by the City upon the Developer submitting the following documentation along with each Request
of Issuance:
(i) A topographical survey of the reclaimed area to verify the quantity of the
fill so as to enable the independent engineer to issue a quantity
certification for such Reclamation Work.
(ii) An Owner'sworn statement listing the following:
(a) The total estimated Reclamation Work;
(b) Amount of Reclamation Work already completed;
(c) Amount of Reclamation Work for which Developer is seeking a
Certificate of Expenditure;
(d) The total amount of money expended by the Developer for the
Reclamation Work (excluding, however, Reclamation Work
performed by the Developer using its own work force but only in
the event in Internal Reclamation Rate has been agreed to between
the parties pursuant to Section 6A hereof), including stating the
amounts of each element of cost, including labor, materials,
equipment and supplies;
(c) The total amount of money received by the Developer from third
parties (other than the Owner) for the Reclamation Work (such as,
-25-
by way of example, "tipping" or "dump" fees paid to the
Developer by parties seeking to dump fill material on the Subject
Property), which amount shall offset the amount of eligible
expense for Developer in the applicable Certificate of Expenditure;
(f) Approximate balance of Reclamation Work to be completed; and
(iii) Such other documentation reasonably requested,by the City to confirm the
nature and extent of the Reclamation Work and the costs incurred by the
Developer therefor.
D. With respect to all other Horizontal Redevelopment Work that qualifies as a
Gifford 300 TIF-Eligible Cost other than Reclamation Work (the "Other Horizontal
Redevelopment Work''), the Owner shall submit to the City along with each Request for
Issuance an owners' sworn statement listing the following:
(i) The name and address of the Developer, consultant and any other prime
contractor with whom the Owner has or will contract with, and the kind of
service, work and materials furnished for the Redevelopment Projects.
(ii) A listing of each contract amount and where applicable, the unit costs and
individual cost for the services to be performed.
(iii) Identification of any amounts paid to date by the Owner, if any, to the
Developer and any other prime contractor, the dates on which such
payments were paid, the services or work performed, and the balance to
become due to the Developer and balance to each such consultant and
prime contractor, if any.
(iv) Copies of each such contract, agreement, statement for services or
-26-
purchase orders.
E. With respect to all Other Horizontal Redevelopment Work, the Developer shall
submit to the City along with each Request for Issuance the following:
(i) general contractor's sworn statement from the Developer and from each
consultant and other prime contractor listed on the initial owner's sworn
statement listing the following:
(a) the name and address of the contractor, subcontractors, suppliers,
consultants or vendors performing the services for the specific
Gifford 300 TIF-Eligible Costs;
(b) a listing of the contract amount and, where applicable, the unit
costs and individual cost for the services to be performed;
(c) the line item on Exhibit F to which the work relates;
(d) identifying any amounts paid prior to the date of the submittal of
the initial general contractor's sworn statement and sworn
statements from any other prime contractors setting forth the
amounts paid, the date of each payment, and a description of the
work and services performed.
(ii) a revised general contractor's sworn statement if there is a material change
in:
(a) the parties performing the work.;
(a) the contract amount of the work to be performed;
(b) allocations to line items on Exhibit F.
(iii) a copy of the contract, agreements, statement of services or purchase
-27-
orders previously incurred or executed for which the Developer will seek a
Certificate of Expenditure,
(iv) an invoice prepared by the contractor or vendor listing the value of the
work completed to date, the amount previously paid on the contract, the
amount due with this invoice and the retained amount (if any) to be
deducted from the amount due and the amount due for this invoice;
(v) current partial waivers of lien from the Developer, each prime contractor,
and each subcontractor and material supplier for the amount shown to be
paid with the Request for Issuance being presented and trailing partial lien
waivers from all sub-subcontractors and subcontractor material suppliers
shown on partial waivers submitted with the immediately preceding
Request for Issuance;
(vi) an invoice back up information for the Gifford 300 TIF-Eligible Costs,
listing the individual work items, contract quantity, unit price, contract
amount, completed items to date, previously billed and amount due with
the submitted invoice;
(vii) a certification from an independent professional engineer that the work has
been completed and materials are in place and said engineer's opinion as
to the value of the completed work and materials as indicated by the
current Request for Issuance submitted by the Developer; and
(viii) such other documentation reasonably requested by the City to confirm the
nature and extent of the work performed and the costs thereof.
F. When submitting invoices for final payment of any Gifford 300 TIF-Eligible
-28-
Cost, the Developer shall submit a signed Request for Issuance, or in the case where Bonds have
issued, a "Memorandum of Final Payment" prepared and executed by the Owner and/or the
Developer authorizing and requesting final payment to the Developer (or to any unpaid
subcontractor) for the Gifford 300 TIFF-Eligible Cost and documenting payment by the Developer
of invoices. The following information shall be attached to the final Request for Issuance or
Memorandum of Final Payment,as the case may be:
(i) Updated and final Owner' Sworn Statement listing the Developer and all
consultants and prime contractors with whom the Owner entered a
contactor or lured to perform any service, furnish any labor and/or supply
any materials in connection with the Horizontal Redevelopment of the
Subject Property.
(ii) Signed general contractor's sworn statement and a contractor's affidavit
prepared and executed by the Developer and each consultant and prime
contractor listed on the final Owner's Sworn Statement meeting the
requirements of Section 617(i) listing the subcontractors and material
suppliers with the total contract price, the amount previously paid, and the
amount of this final payment unless a final waiver from said contractor
was previously submitted.
(iii) Invoice prepared by the contractor or vender listing the value of the work
completed to date, the amount previously paid on the contract, and the
final amount due with this invoice.
(iv) A final waiver of lien from the Developer, each prime contractor, all
subcontractors, sub-subcontractors, material suppliers and any person that
-29-
furnished labor and/or material in connection with the Redevelopment
Projects.
(v) Where applicable, invoice back up information for the project listing the
individual work items, contract quantity, unit price, contract amount,
final quantities of all completed items, previously billed and the final
amount due with this invoice using the same form as used in Subsection
D above.
(vi) A sworn statement prepared and executed by the Developer which states
that all work performed and covered by this Final Payment request has
been performed in substantial compliance with the approved contract or
agreement and is eligible for reimbursement pursuant to the provisions of
this Agreement.
G. The City's Staff shall have thirty (30) days from the date of submission by the
'Developer of a Request for Issuance to preliminarily approve same, or to request the Developer
to supplement or revise the information submitted(providing detail as to any deficiency or defect
alleged by the City) if the City's Staff determines, in good faith, that the original Request for
Issuance was incomplete or otherwise defective (a "Defective Request For Issuance"). The
City's Staff shall place the Request for Issuance on a meeting agenda of its Corporate Authorities
in connection with a meeting occurring within thirty(30)days of the City's preliminary approval
of the Request for Issuance. Upon the City Council's approval of said Request for Issuance, the
City shall, within fifteen (1 5) days thereafter, execute and deliver to the Developer a Certificate
of Expenditure is in compliance with such Request for Issuance and with the terms, provisions
and limitations contained in this Agreement.
-30-
H. There shall be no formal public bid requirements pertaining to contracts entered
into by the Developer with respect to Gifford 300 TIF-Eligible Costs. However, the Developer
shall utilize such source selection procedures as are reasonably necessary for the selection of all
contractors, subcontractors, material suppliers and others furnishing materials or labor for the
Project in order to obtain reasonable pricing for all aspects of the Horizontal Redevelopment
Work. Developer shall, upon request of the City, provide the City copies of any contracts for
such Horizontal Redevelopment Work and copies of any documents relating to bids, requests for
proposals or other source selection for such contracts. Notwithstanding the foregoing, it is
agreed that Developer shall have the right, at its election, to self-perform and/or to cause any of
its affiliates to perform any portion of the Horizontal Redevelopment Work and/or provide labor
and materials to be incorporated therein and the costs of which will constitute Gifford 300 TIF-
Eligible Costs to ultimately become incorporated as part of the Approved Note Indebtedness as
long as any such work is performed or obtained at a reasonable price. The Developer and any of
its affiliates, contractors or subcontractors, to the extent required by law, shall comply with the
Prevailing Wage Act at 820 ILCS 130/0.01 et seq., as amended, in all respects in the
performance of the work relating to the Project, including, without limitation, paying the
prevailing wages required therein.
SECTION 7
ALLOCATION OF TIF REVENUE STREAM FROM THE SUBJECT
PROPERTY: APPLICATION OF AMOUNTS ON DEPOSIT
The City and the Developer recognize and agree that the City's obligation to pay or
reimburse the Developer for Gifford 300 TIF-Eligible Costs or to pay TIF Obligations is a
limited obligation and wholly subject to the receipt by the City of sufficient TIF Revenue Stream
-31-
from the Subject Property which is to be deposited into the Sub-STAF Gifford 300 Account
pursuant to this Agreement to provide for such payment or reimbursement. It is further agreed as
follows:
A. The City shall deposit the entire TIF Revenue Stream from the Subject Property
to the Special Tax Allocation Fund(STAF-Account)upon receipt thereof.
B. All TIF Revenue Stream from the Subject Property so credited to the STAF-
Account shall thereafter be divided and credited as follows:
(i) Twenty percent(20%)to the Sub-STAF Municipal Account;and
(ii) Eighty percent(80%)to the Sub-STAF Gifford 300 Account
C. Amounts on deposit in the Sub-STAF Municipal Account shall be used in the
City's sole discretion, in accordance with the Act.
D. Amounts on deposit in the Sub-STAF Gifford 300 Account shall be used only for
the payment of TIF Obligations in conformance with this Agreement. Notwithstanding
anything to the contrary in this Agreement, in the event monies remain on deposit in the Sub-
STAF Gifford 300 Account after, all of the City's TIF Obligations have been paid in
conformance with this Agreement,then such remaining monies may be used for other purposes
in the City's sole discretion,in accordance with the Act.
E. All TIF Obligations shall mature no later than 20-years from the date of issuance
or the expiration of the Redevelopment Project Area and Tax Increment Allocation Financing.
However,the City's obligations under the Continuing TIF Revenue Stream Component from the
Subject Property shall be in conformance with Section 7F below.
F. To the extent that (i) any principal of or interest on any TIF Obligation is unpaid
on the 23rd anniversary of the adoption of the TIF Enabling Ordinances, and (ii) the City is
li -32-
authorized, pursuant to the Act, to receive TIF Revenue Stream from the Subject Property
generated by taxes levied before or after said date (said taxes hereinafter referred to as the
"Remaining TIF Revenue Stream from the Subject Property"), the City agrees that it will
transfer Remaining TIF Revenue Stream from the Subject Property to the Sub-STAF Municipal
Account and to the Sub-STAF Gifford 300 Account, in accordance with the allocation formula
set forth in Section 7B above, to pay from the Sub-STAF Gifford 300 Account such unpaid
principal and interest on such TIF Obligations, subject to the limitations and terms of this
Agreement, and only to the extent that TIF eligible costs are available to be paid. By way of
example only, and not by way of limitation, if the TIF District expires after 23 years from its
designation, but the City receives TIF Revenue Stream generated from the Subject Property in
the 24" year,then the City shall apply such TIF Revenue Stream received in said 24th year to the
payment of any outstanding TIF Obligations.
G. The City covenants that so long as there is money due and owing the Developer
under this Agreement, the City shall not: (a) encumber the Sub-STAF Gifford 300 Account for
any purpose, nor shall it borrow, use or pledge the Sub-STAF Gifford 300 Account unless
otherwise agreed to by Developer; (b) use funds in the Sub-STAF Gifford 300 Account directly
or indirectly in any fashion other than as set forth in this Agreement; or in the Note Ordinance;
or (c) use funds in the Sub-STAF Gifford 300 Account to replace any other source of revenue or
to repay any other obligation of the City now existing or arising during the term. of this
Agreement.
H. Notwithstanding anything to the contrary in this Agreement, the City and
Developer recognize and agree that the City's obligation to pay TIF Obligations or reimburse
the Developer for Gifford 300 TIF-Eligible Costs or to make any other payments pursuant to
-33-
this Agreement, is (i) non-recourse as to the City and (ii) is, instead, a special and limited
obligation of the City payable solely and only from, and wholly subject to receipt of, sufficient
TIF Revenue Stream from the Subject Property to be deposited in the Sub-STAF Gifford 300
Account pursuant to this Agreement to provide for such payment or reimbursement and the
source of any payments from the City pursuant to this Agreement shall be entirely and solely
and only from the portion of the TIF Revenue Stream from the Subject Property to be deposited
into the Sub-STAF Gifford 300 Account pursuant to this Agreement.
I. The City covenants and agrees that, for the full term of this Agreement, the City
shall take all actions authorized by law to prevent the TIF Revenue Stream from the Subject
Property required to be deposited by the City into the Sub-STAF Gifford 300 Account from
being deemed"surplus funds"within the meaning of Section 11-74.4-7 of the Act.
SECTION 8
ISSUANCE OF BONDS
A. Upon Developer's request made in compliance with this Section 8, the City shall
use its reasonable best efforts to issue one or more series of tax-exempt, non-credit enhanced tax
increment revenue bonds (collectively the `Bonds") in the amount required to yield Net Bond
Proceeds in a sum sufficient to pay to the Developer all (or such lesser part as the Developer may
specify) of the Approved Note Indebtedness then due and owing, plus any interest which has
accumulated thereon, in order to prepay all or a portion of the Note(s)to the extent the Bonds are
deemed marketable by the underwriter selected by the City. The source of repayment for the
Bonds shall be entirely and solely and only from the portion of TIF Revenue Stream from the
Subject Property to be deposited into the Sub-STAF Gifford 300 Account. With respect to the
issuance of Bonds it is further agreed that:
-34-
(i) the City shall not be required to issue any such Bonds unless it is
determined by the City in consultation with a reputable bond underwriter
that:
(A) said Bonds are marketable on a non-credit enhanced basis (or with
such credit enhancement as the Owner or Developer may, in its
discretion, elect to post);
(B) there is a clear and demonstrable TIF Revenue Stream from the
Subject Property otherwise required to be deposited into the Sub-
STAF Gifford 300 Account that is not less than 1.25 times
coverage of debt service, as evidenced by a qualified investment
banker approved by the City that market conditions for the
issuance and sale of such Bonds have been achieved. The Parties
acknowledge that typical "market requirements" for non-recourse
TIF revenue bonds are as follows:
o A certain percentage of the Project shall be pre-leased,
leased or sold to tenants, ground lessees and/or purchasers.
o Developer and/or subsequent developers (in the case of a
ground lease or pad sale) shall have secured a binding
commitment from a construction lender to provide funds to
construct the Project.
o Developer or subsequent developers (in the case of a
ground lease or pad sale) shall have entered into a lump
-35-
sum agreement with a general contractor to construct the
Project.
B. To the extent issued, the Bonds will have first lien on the Sub-STAF Gifford 300
Account.
C. The Developer may request that the City issue one or more series of Bonds and
the Developer and/or the Owner shall have the option of providing an appropriate credit
enhancement (e.g., a letter of credit) in order to make the Bonds marketable, or to improve the
required rate of interest payable under the Bonds. If such credit enhancement is provided by the
Developer or Owner, then once the Project has performed to a level that non-recourse TIF
Revenue Bonds may be issued and funded without credit enhancement, the City shall, to the
extent permitted by law, at the request of the Developer or Owner, issue new Bonds to refund the
series of bonds guaranteed or otherwise credit enhanced by the Developer or Owner.
D. The Bonds shall be underwritten by a qualified investment banker approved by
the City.
E. The City and Developer will make all reasonable efforts, to the extent possible, to
ensure that interest on the Bonds will be excludable from gross income of the owners thereof for
purposes of federal income taxation. However, it is anticipated that any series of Bonds
guaranteed or credit-enhanced by the Developer or Owner will not be tax-exempt.
F. Additionally, at the sole discretion of the City, Bonds may be issued which are
secured solely by amounts on deposit or to be on deposit in the Sub-STAF Municipal Account
and the proceeds of such Bonds may be used by the City, in its sole discretion in accordance with
the Act.
-36-
G. The Developer acknowledges that it and not the City will have access to or
possession of the material facts relating to the Private Redevelopment Projects and that the
Developer will be required and hereby agrees to obtain and disclose and warrant, to the extent of
the Developer's actual knowledge, without any duty of investigation the accuracy and
completeness of such facts in connection with the issuance of any Bonds and also from time to
time thereafter in order to comply with applicable securities laws, including expressly the
continuing disclosure requirements of Rule 15c2-12 of the Securities and Exchange Commission,
or successor rule or regulation.
H. If the City loses its status as an issuer of "Bank Qualified Tax Exempt
Obligations" as defined in the Code (or under the related rules and regulations promulgated
thereunder) as a result of the issuance of the any Bonds the issuance of which was requested by
the Developer, then, subject to the provisions of Section 22, the Developer shall pay to the City
its prorata share (Developer's Notes or Bonds divided by all Notes or Bonds issued by the City
in that year on behalf of Developer and other third parties) of the cost of the "interest rate
differential" resulting from the loss of such status, in regard to the City's issuance of other tax
exempt obligations in the year that the Bonds or Notes are issued. The"interest rate differential"
shall be computed as follows:
(i) Determine the difference in the individual Thompson Reuters MMD
reoffering rate scale (the "Scale") for the sale date between bonds with the
same Moody's Investor Service rating as the City's rating on the same
date as the Scale under the "bank qualified" scale vs. the "non bank
qualified" scale for the same rating;
(ii) compute the net present value of the difference in (i) based upon the net
-37-
interest cost on the non bank qualified bonds;
subtract from (ii) any premium received by the City in the transaction or
add any original issue discount required of the City in the transaction. The
resulting amount shall due in full from the Developer within sixty (60)
days of the close of the sale of the Bonds.
I. Notwithstanding anything to the contrary in this Agreement, it is agreed and
understood that the Bonds shall not be general obligations of the City and shall be non-recourse
as to the City, and instead, shall be a special and limited obligation of the City payable solely and
only from the portion of the TIF Revenue Stream from the Subject Property to be deposited into
the Sub-STAF Gifford 300 Account, and that the repayment of any such Bonds shall be wholly
subject to receipt by the City of sufficient TIF Revenue Stream from the Subject Property to be
deposited into the Sub-STAF Gifford 300 Account pursuant to this Agreement. The Bonds shall
not constitute an indebtedness of the City or a loan of credit thereof within the meaning of any
statutory or constitutional provision.
J. Developer agrees to be responsible for and pay when due all costs of the City or
other costs incurred in connection with the issuance of any Bonds to repay either or both of the
Notes, including, without limitation, the costs associated with(i) the procurement of a feasibility
report, (ii) underwriter's fees, and (iii) all of the costs and fees of the City's Bond Counsel. As
an alternative to requiring direct payment of such bond costs by the Developer, to the extent
practicable and to the extent permitted by law, all such bond costs shall be paid from the
proceeds of the sale of such Bonds.
-3 8-
SECTION 9
SPECIAL ASSESSMENTS:IMPACT FEES
The City agrees that it will not, without Developer's prior written consent and without first
obtaining the advice of Bond Counsel that any such action will not impair the tax exempt status of interest
paid on TIF Obligations issued on a tax exempt basis under the Code, make or create any special
assessment against the Subject Property or charge any impact fees not currently contained within the City
Code against the Subject Property during the term of this Agreement. The foregoing sentence shall not
apply and City or County impact fees that are generally applicable to all properties within such political
jurisdiction that are similarly situated.
SECTION 10
TIF FINANCIAL STATEMENTS
The City agrees to provide to the State in a timely manner all information required to
demonstrate continued compliance with the requirements of the Act. The City shall promptly
provide the Developer a copy of all such information submitted to the State. The City also agrees
that the Developer shall have the right and authority to review from time to time and upon
reasonable notice the books and records of the City related to the Redevelopment Project Area
and the Special Tax Allocation Fund.
SECTION I
PROJECT COORDINATORS
The City shall, within thirty (30) days after the Effective Date, provide the Developer
with the name of the City's project coordinator with respect to matters that may arise during the
performance of this Agreement, and such person shall have authority to transmit instruction and
receive information and confer with the Developer's project coordinator. The Developer shall,
-39-
within thirty (30) days after the Effective Date, provide the City with the name of the
Developer's Project coordinator with respect to matters that may arise during the performance
of this Agreement, and such person shall have authority to transmit instructions and receive
information and confer with the City's project coordinator. The City or the Developer may
change their respective designations of project coordinators from time to time by notice to the
other party.
SECTION 12
LIMITED OBLIGATIONS
A. The obligations of the City under this Agreement to pay or reimburse Gifford 300
TIF-Eligible Costs, to make payments towards TIF Obligations or to make any other payments
pursuant to this Agreement are not general obligations of the City, the County, the State or any
political subdivision thereof; it being understood that these obligations are being incurred in
connection with the Redevelopment Plan and are limited as set forth herein and the City shall
have no obligation or responsibility to pay such obligations except solely and only from the
allocation of the portion of the TIF Revenue Stream from the Subject Property to be deposited
into the Sub-STAF Gifford 300 Account as provided in this Agreement. The TIF Obligations or
other payments to be made by the City pursuant to this Agreement do not constitute an
indebtedness of the City or a loan of credit thereof within the meaning of any statutory or
constitutional provision.
B. In the event that all or a portion of the Subject Property is taken by eminent
domain an eminent domain award or settlement received b the Owner or Developer shall be
Y Y I�
retained by the Owner or Developer. During the term of the Bluff City Quarry TIF District, the
City shall not exercise its power or eminent domain with respect to the Subject Property except
-40-
to acquire road or utility easements. If legislation is passed by the Illinois General Assembly
which repeals, eliminates or reduces all or any portion of the TIF Revenue Stream from the
Subject Property, the City and the Developer agree that they will consult promptly in efforts to
identify an appropriate replacement tax or taxes and enact such a replacement tax or taxes.
Subject to the revisions of Section 22, the City shall not unreasonably refuse to enact a
reasonable replacement tax or taxes, provided that any such taxes are not a general obligation of
the City and. are payable solely from taxes or other revenues generated solely on the Subject
Property.
SECTION 13
OWNER'S AND DEVELOPER'S OBLIGATIONS
A. Adherence to Federal, State and Local Requirements. All work performed by the
Owner or Developer anal/or their respective successors and/or assigns with respect to the
Horizontal Redevelopment of the Subject Property and/or the Vertical Redevelopment of the
Subject Property shall conform to all applicable federal, state and local laws, regulations and
ordinances, including but not limited to building codes, environmental codes and life safety
codes.
B. Progress Reports. Until the Horizontal Redevelopment of the Subject Property
and the Vertical Redevelopment of the Subject Property have been completed, the Developer
shall make annual progress reports to the City regarding the progress of such work. Developer
shall not be required to provide progress reports on those portions of the Subject Property after
Developer has reported to the City that such portion(s) of the Subject Property has been sold to a
third party for Vertical Development.
C. Security for Public ILq rop vements. The existence of tax increment financing shall
-41-
not in any manner excuse the Owner's or Developer's obligations under the City's Subdivision
Ordinance or otherwise provided by law, to post security in the form of a letter of credit or
performance and payment bonds to guaranty completion and full payment for any and all public
improvements.
SECTION 14
REPRESENTATIONS AND WARRANTIES OF THE
OWNER AND DEVELOPER
The Owner and Developer represent, warrant and agree as the basis for the undertakings
on their part herein contained that:
A. Organization. The Owner is an Illinois limited liability company and the
Developer is an Illinois corporation, each duly organized and existing under the laws of the State
of Illinois, authorized to do business in Illinois, and have the power to enter into and by proper
action have been duly authorized to execute,deliver and perform this Agreement.
B. Non-conflict or Breach. To the best of the Owner's and Developer's knowledge,
neither the execution and delivery of this Agreement, the consummation of the transactions
contemplated hereby, nor the fulfillment of or compliance with the terms and conditions of this
Agreement conflicts with or results in a breach of any of the terns, conditions, or provisions of
any offering or disclosure statement made or to be made on behalf of the Owner and Developer,
any restriction, agreement or instrument to which the Owner and Developer are now a party
under any of the foregoing, or results in the creation or imposition of any prohibited lien, charge
or encumbrance whatsoever upon any of the assets or rights pursuant to this Agreement of the
Owner and Developer or any related party, under the terms of any instrument or agreement to
which the Owner and Developer or any related party is now a party or by which the Owner and
-42-
Developer or any related party is bound.
C. Pending Lawsuits. To the best of the Owner's and Developer's knowledge, there
are no lawsuits either pending or threatened that would affect the ability of the Owner or
Developer to proceed with the construction and development of the Public Redevelopment
Projects.
SECTION 15
REPRESENTATIONS AND WARRANTIES OF THE CITY
The City represents, warrants and agrees as the basis for the undertakings on its part
herein contained that:
A. Or anization and Authority. The City is a municipal corporation duly organized
and validly existing under the laws of the State of Illinois and has all requisite corporate power
and authority to enter into this Agreement.
B. Litigation. To the best of the City's knowledge, there are no proceedings pending
or threatened against or affecting the City or the Redevelopment Project Area in any court or
before any governmental authority which involve the possibility of materially or adversely
affecting the ability of the City to perform its obligations under this Agreement.
C. Authorization. To the best of the City's knowledge, the execution, delivery and
the performance of this Agreement and the consummation by the City of the transactions
provided for herein and the compliance with the provisions of this Agreement (i) have been duly
authorized by all necessary corporate action on the part of the City; (ii)require no other consents,
approvals or authorizations on the part of the City in connection with the City's execution and
delivery of this Agreement; and (iii) shall not, by lapse of time, giving of notice or otherwise
result in any breach of any term, condition or provision of any indenture, agreement or other
-43-
instrument to which the City is subject.
D. Closing Documentation. In connection with the issuance of each TIF Obligation,
the City will execute or provide closing certifications, representations and opinions of the type
generally provided in connection with the issuance of similar municipal obligations.
SECTION 16
ADDITIONAL COVENANT/S OF THE OWNER AND DEVELOPER
A. Developer Existence. The Owner and Developer will do or cause to be done all
things necessary to preserve and keep in full force and effect their existence and standing as
corporations authorized to do business in the State,so long as the Owner and Developer maintain
an interest in the Subject Project or have any other remaining obligations pursuant to the terms of
this Agreement.
B. Construction Schedule. The Owner and Developer shall complete the Project as
provided in Section 2F above.
C. Insurance. The Owner and Developer agree to maintain all necessary insurance
with respect to the Project in accordance with the requirements of this Agreement.
D. Further Assistance and Corrective Instruments. The City, Owner and Developer
agree that they will, from time to time, execute, acknowledge and deliver, or cause to be
delivered, such supplements hereto and such further instruments as may be reasonably required
for carrying out the intention of or facilitating the performance required of this Agreement.
E. No Bribes. The Owner and Developer covenant that no officer, director, member,
employee or agent of Owner or Developer, or any other person connected with Owner or
Developer, have made or offered, either directly or indirectly, to any officer, employee or agent
of the City or any person connected with the City, any money or anything of value as a bribe or
-44-
r
other means of influencing his or her action in his or her capacity with the City.
F. Ownership of Project Site. Owner owns the Subject Property in fee simple, free
and clear of any encumbrances other than Permitted Encumbrances and as evidence thereof the
Developer shall submit to the City a title policy commitment for the Subject Property.
G. Assignment. Except as provided in Section 5E or in the event of an assignment to
the Owner, the Developer's obligations under this Agreement may not be assigned without the
City's prior consent which the City may withhold in its sole and absolute discretion.
H. Transfer of Property.Nothing herein shall prohibit the transfer of all or part of the
Subject Property, however, the City's obligations hereunder shall not be transferable to such
grantee or transferee except as provided in Section 5E without the City's consent. The transferee
of such property shall not take subject to the obligations of the Developer or the Owner except as
provided in subsection G above, it being expressly understood and agreed that Developer may
assign the Note(s) without a transfer of the Subject Property subject to the provisions hereof.
SECTION 17
RIGHTS OF INSPECTION AND RIGHT TO AUDIT BOOKS AND RECORDS
The Owner and Developer agree that the City shall have the right and authority to review
and/or audit, from time to time, the Owner's and/or Developer's books and records relating to
the Horizontal Redevelopment and/or Vertical Redevelopment of the Subject Property and the
Gifford 300 TIF-Eligible Costs incurred or contracted for in connection therewith(including the
Owner's and Developer's loan statements, general contractors sworn statements, general
contracts, material purchase orders, waivers of lien, paid receipts and invoices). The Owner and
Developer shall also submit to the City such information about the Dedicated Improvements,
the Horizontal Redevelopment and/or Vertical Redevelopment of the Subject Property, the
-45-
Gifford 300 TIF-EIigible Costs, or other matters which are related to the terms and conditions
of this Agreement, including financial information, as may be reasonably requested by the City
to enforce the terms and provisions of this Agreement.
SECTION 18
EVENTS OF DEFAULT AND REMEDIES
A. Events of Default.The following shall be"Events of Default"with respect to this
Agreement:
(i) If any material representation made by the Owner, the Developer or the
City in this Agreement, or in any certificate, notice, demand or request
made by the Owner, Developer or the City, in writing and delivered to the
other party pursuant to or in connection with any of said documents shall
prove to be untrue or incorrect in any materials respect as of the date
made; provided that such default shall only constitute an Event of Default
if the defaulting party does not, within sixty(60) days after written notice
from the non-defaulting party, initiate and diligently pursue appropriate
measures to remedy the default.
(ii) Default in the performance or breach of any material covenant contained
in this Agreement concerning the financial condition of or the existence or
structure of the Owner or Developer,provided that such default shall only
constitute an Event of Default if the defaulting party does not, within sixty
(60) days after written notice from the non-defaulting party, initiate and
diligently pursue appropriate measures to remedy the default.
(iii) Default in the performance or breach of any other material covenant,
-46-
warranty or obligation of either party in this Agreement; provided that
such default shall only constitute an Event of Default if the defaulting
party does not, within sixty (60) days after written,notice from the non-
defaulting party, initiate and diligently pursue measures to remedy the
default.
(iv) The entry of a decree or order for relief by a court having jurisdiction in
the premises in respect of the Owner or Developer in any involuntary case
under the federal bankruptcy laws, as now or hereafter constituted, or any
other applicable federal or state bankruptcy, insolvency or other similar
law, or appointing a receiver, liquidator, assignee, custodian, trustee,
sequestrator or similar official) of the Owner or Developer for any
substantial part of its property or ordering the winding-up or liquidation of
its affairs and the continuance of such any decree or order unstayed and in
effect for a period of sixty(60) consecutive days.
(v) The commencement by the Owner or Developer of a voluntary case under
the federal bankruptcy laws, as now or hereafter constituted, or any other
applicable federal or state bankruptcy, insolvency or other similar law, or
the consent by the Owner or Developer to the appointment of or taking
possession by a receiver, liquidator, assignee, trustee, custodian,
sequestrator (or similar official) of the Owner or Developer or of any
substantial part of the Owner's or Developer's property, or the making by
any such entity or any assignment for the benefit of creditors or the failure
of the Owner or Developer generally to pay such entity's debts as such
-47-
debts become due or the taking of action by the Owner or Developer in
furtherance of any of the foregoing.
B. Remedies for Default.
(i) Subject to the limitations set forth in the succeeding subsections of this
Section 1813, in the case of an Event of Default by either party hereto or
any successors to such party, such party or successor shall, upon written
notice from the other,take immediate action to cure or remedy such Event
of Default within sixty (60) days after receipt of such notice. If, in such
case, action is not taken or not diligently pursued, or the Event of Default
or breach shall not be cured or remedied within a reasonable time, the
aggrieved party may take such actions and/or institute such proceedings as
may be necessary or desirable in its opinion to cure or remedy such default
or breach including but not limited to proceedings to compel specific
performance by the party in default or breach of its obligations.
Notwithstanding the foregoing or anything to the contrary in this
Agreement, with the sole exception of an action to require the
reimbursement of a portion of the TIF Revenue Stream from the Subject
Property to the Developer to be paid by the City as provided for in this
Agreement, the Owner, Developer or any successors to the Owner or the
Developer shall not initiate or maintain any action against the City for
monetary damages.
(ii) In case the City or Developer shall have proceeded to enforce its rights
under this Agreement and such proceedings shall have been discontinued
-48-
or abandoned for any reason or shall have been determined adversely to
the party initiating such proceedings, then and in every such case the
Developer and the City shall be restored respectively to their several
positions and.rights hereunder, and all rights, remedies, and powers of the
Developer and the City shall continue as though no such proceedings had
been taken.
(iii) Notwithstanding anything to the contrary in this Agreement, the City shall
not be permitted as a remedy to an Event of Default by the Owner or
Developer the right to withhold payments to Bond holders or Note
holders. For clarification, no default hereunder shall result in a remedy
which withholds or limits any payments due under the Note(s) with
respect to Certificates of Expenditure issued prior to the occurrence of
such default, or with respect to any Bonds issued pursuant to this
Agreement prior to such default. Remedies available to the City in the
event of an uncured Event of Default on the part of the Owner or the
Developer shall, however, include but are not limited to, (i) the right to
withhold the issuance of any additional Certificates of Expenditure to the
Developer until such Event of Default has been cured, after which the City
will once again issue such Certificates of Expenditure as provided for in this
Agreement and / or the right to specifically enforce this Agreement as
against the Developer or Owner.
C. No Waiver by Delay. Any delay by either party in instituting or prosecuting any
actions or proceedings or otherwise asserting its rights under this Agreement shall not operate to
-49-
act as a waiver of such rights or to deprive it of or limit such rights in any way(it being the intent
of this provision that the City should not be constrained so as to avoid the risk of being deprived
of or limited in the exercise of the remedies provided in this Agreement because of concepts of
waiver, laches or otherwise); nor shall any waiver in fact made by either parry with respect to
any specific Event of Default by either party under this Agreement be considered or treated as a
waiver of the rights of the other party under this Section or with respect to any Event of Default
under any section in this Agreement or with respect to the particular Event of Default, except to
the extent specifically in writing by that party.
D. Rights and Remedies Cumulative. Subject to the limitations set forth in this
Agreement, the rights and remedies of either party to this Agreement (or its successors in
interest) whether provided by law or by this Agreement shall be cumulative and the exercise by
either party of any one or more of such remedies shall not preclude the exercise by it,at the time
or different times, of any other such remedies for the same Event of Default. No waiver made
with respect to the performance, nor the manner or time thereof, of any obligation of either party
or any condition under this Agreement shall be considered a waiver of any rights of either party
with respect to the particular obligation of that party or condition beyond those expressly waived
in writing.
SECTION 19
ENVIRONMENTAL REPORTS
In the event the Owner or the Developer obtains any environmental reports or
assessments for any portion of the Subject Property, then in that event, those reports shall also be
furnished to the City at that time and endorsed to the City as its interest may appear. The
Developer shall also furnish to the City any environmental reports and assessments as may be
-50-
required by the underwriter in connection with any Bonds in the event Bonds are issued.
SECTION 20
MISCELLANEOUS PROVISIONS
A. Titles of Articles and Section. Any titles of the several parts, articles and sections
of this Agreement are inserted for convenience of reference only and shall be disregarded in
construing or interpreting any of its provisions.
B. Notices. All notices, certificates, approvals, consents, or other communications
desired or required to be given hereunder shall be given in writing at the addresses set forth
below by any of the following means: (i) personal service; (ii) electronic communications,
whether by telex, telegram or telecopy; (iii) overnight courier; or (iv) registered or certified first
class mail,postage prepaid,return receipt requested.
IF TO THE CITY:
City of Elgin
150 Dexter Court
Elgin, IL 60120
Attention: Sean Stegall, City Manager
With copies to:
William A. Cogley,Esq.
Corporation Counsel
City of Elgin
150 Dexter Court
Elgin,IL 60120
IF TO THE DEVELOPER:
Bluff City Materials, Inc.
2250 Southwind Blvd.
Bartlett, IL 60102
Attention:Dean Kelley
-51-
with copies to:
Guerard., Kalina& Butkus
310 S. County Farm Road, Suite H
Wheaton, IL 60182
Attn: Richard M. Guerard,Esq.
and to:
Peter C. Bazos, Esq,
Bazos, Freeman, Kramer, Schuster, Vanek& Kolb, LLC
1250 Larkin Avenue, Suite 100
Elgin, IL 60123
IF TO THE OWNER:
Gifford 300, LLC
2250 Southwind Blvd.Bartlett,IL 60102
Attention: William Haworth
with copies to:
Guerard, Kalina&Butkus
310 S. County Farm Road, Suite H
Wheaton, IL 60182
Attn: Richard M. Guerard, Esq.
and to:
Peter C. Bazos, Esq.
Bazos, Freeman, Kramer, Schuster, Vanek& Kolb,LLC
1250 Larkin Avenue, Suite 100
Elgin, IL 60123
The parties, by notice hereunder, may designate any further or different address to which
subsequent notices, certificates, approvals, consents or other communications shall be sent. Any
notice, demand, or request sent pursuant to either clause (i) or (ii) hereof shall be deemed
received upon such personal service or upon.dispatch by electronic means. Any notice, demand
or request sent pursuant to clause (iii shall be deemed received on the day immediately following
deposit with the overnight courier, and any notices, demands or requests send pursuant to clause
-52-
(d) shall be deemed received forty-eight(48)hours following deposit in the mail.
C. Time is of the Essence.Time is of the essence of this Agreement.
D. Integration. Except as otherwise expressly provided herein, this Agreement
supersedes all prior agreements, negotiations and discussions relative to the subject matter hereof
and is a full integration of the agreement of the parties.
E. Non-Liability of City Officers and Employees. No past, current or future official,
officer, employee, attorney or agent of the City shall be personally liable to Owner or Developer
or any successor in interest or to any other person or entity in the event of any default or breach
by the City for any amount which may become due to Owner, Developer or any successor or for
any obligation under or arising from the terms of this Agreement. Without limiting the
foregoing,no recourse shall be had for the payment of any monies for TiF Obligations or for any
claim based upon any provision in this Agreement against any past, present or future officer,
official, employee, attorney or agent of the City, or any successor public corporation, as such,
either directly through the City or any successor public corporation, under any rule of law or
equity, statute or constitution or by the enforcement of any assessment or penalty or otherwise,
and all such liability of any such officers, officials, employees, attorneys or agents as such is
hereby expressly waived and released as a condition of and consideration for entry into this
Agreement.
F. Disclaimer. Subject to the provisions of Subsection N, nothing contained in this
Agreement nor any act of the City, Owner or Developer shall be deemed or construed by any of
the parties, or by third persons, to create any relationship of third-party beneficiary.
G. Counterparts. This Agreement may be executed in several counterparts, each of
which shall be an original and all of which shall constitute one and the same agreement.
-53-
H. Recordation of Agreement. The parties agree to record this Agreement in the
appropriate land or governmental records.
I. Successors and Assigns. Except as otherwise provided in this Agreement, the
terms and conditions of this Agreement are to apply to and bind the successors and assignees of
the City and the successors and assigns of the Owner and Developer.
J. Severability. If any provision of this Agreement, or any paragraph, sentence,
clause, phrase or word or the application thereof in any circumstance is held to be invalid, the
remainder of this Agreement shall be construed as if such invalid part were never included
herein, and this Agreement shall be and remain valid and enforceable to the fullest extent
permitted by law.
K. Choice of Law. This Agreement shall be governed by and construed in
accordance with the laws of the State of Illinois.
L. Meaning—of "Developer." As used herein, Developer shall mean Bluff City
Materials, Inc. an Illinois corporation, or such other successor developer as the Owner may
hereafter appoint upon notice to the City.
M. Non-recourse. The liability of the Owner and their members and managers under
this Agreement shall be limited to their respective interests in the Subject Property and/or their
membership/shareholder interests in the companies that own the Subject Property, as their
interests may appear.
N. Rights of Lender to Notice and Cure. Notwithstanding anything contained herein
to the contrary and provided any lender of the Developer (individually and collectively a
"Lender") has provided the City with notice of the name and address of any such lender,the City
shall not exercise any of its rights or remedies in the event of a default by Developer hereunder
-54-
until the City shall have given the Lender notice of any such alleged default (which notice shall
be given to Lender simultaneously with any default notice to Developer). in the event the Lender
notifies the party sending such default notice within thirty (30) days after the Lender's receipt of
such notice that the Lender intends to proceed to attempt to cure or cause to be cured any such
alleged default, the City shall be prohibited from exercising any rights or remedies they may
have hereunder and at law and equity for so long as such Lender is proceeding in good faith to
cure or cause to be cured such default.
O. No Discrimination. The Developer will not discriminate against any employee or
applicant for employment on the basis of race, color, religion, sex or national origin. The
Developer will take affirmative action to ensure that applicants are employed and treated during
employment without regard to their race, color, religion, sex or national origin. Such action shall
include but not be limited to the following employment, upgrading, demotion, transfer,
recruitment, advertising, layoff, termination, rate of pay or other forms of compensation, and
selection for training, including apprenticeship. The Developer agrees to post in conspicuous
places available to employees and applicants for employment notices setting forth the provisions
of this nondiscrimination.
P. Advertisements, The Developer will in all solicitations or advertisements for
employees placed by or on behalf of the Developer state that all qualified applicants will receive
consideration for employment without regard to race,color, religion, sex or national origin.
Q. Closing Requirements. Prior to execution of this Agreement, the Owner did provide
the City with a copy of the owner's title policy for the Subject Property,UCC,tax and judgment searches,
an opinion of legal counsel regarding Owner's and Developer's authority to enter into the RDA, a
certificate of insurance and.other customary closing documents.
-55-
r
R. Joint Preparation. This Agreement is and shall be deemed and construed to be the
joint and collective work product of the City, the Owner and the Developer and, as such, this
Agreement shall not be construed against either party,as the otherwise purported drafter of same,
by any court of competent jurisdiction in order to resolve any inconsistency, ambiguity,
vagueness or conflict, if any,in the terms or provisions contained herein.
S. No Disconnection. Neither the Owner, the Developer nor any of the Owner's or
Developer's successors in interest shall file,cause to be filed or take any action that will result in
the disconnection or de-annexation of the Subject Property from the City of Elgin.
T. Relationship of the Parties. This Agreement is not intended and shall not be
deemed or construed to create between the City and the Owner, or between the City and the
Developer, an employment,joint venture,partnership or other agency relationship.
U. Amendments. This Agreement may be modified or amended only in writing and
signed by the parties hereto, or their permitted successors or assigns,as the case may be.
V. Indemnification. Subject to the provisions of Section 22 of this Agreement, the
Developer, for itself, its successors and assigns (use of the term "Developer" in this Section
includes successors and assigns), agrees to indemnify, defend and hold the City,together with its
past, present and future officers, officials, employees, attorneys and agents (collectively the
"City Group"), harmless from and against any losses, costs, damages, liabilities, claims, suits,
actions, causes of action and expenses (including without limitation reasonable attorney's fees
and court costs) asserted against or suffered and incurred by any one or more members of the
City Group which arises from or is / are caused as a result of(i) any claim or cause of action
brought by a third party arising out of the failure of the Developer to comply with any of the
terms, covenants or conditions of this Agreement, or(ii)any claim or cause of action brought by
.56.
a third party arising out of the failure of the Developer or any contractor, sub-contractor,
materialman in connection with the Project, or (iii) any claim or cause of action brought by a
third party arising out of material misrepresentations or omissions of the Owner or the Developer
relating to the Project, the Redevelopment Plan or this Agreement which are the result of
information supplied or omitted by the Owner, Developer or Developer's agents, employees,
contractors, or persons acting under the control or at the request of the Developer, or (iv) any
claim or cause of action brought by a third party arising out of the failure of the Developer to
cure any material misrepresentations or omissions of the Owner or Developer in this Agreement
relating to the Project, or (v) any claim or cause of action for bodily injury or property damage
brought by a third party arising out of the negligent or intentionally wrongful construction or
operation of the Project by the Developer, or (vi) any violation by the Developer or the
Developer's agents of state or federal securities law in connection with the offer and sale of
shares in the Developer or any part of the Project, or(vii) any violation by the Developer or the
Developer's agents for failure to make full disclosure to investors. The provisions of this section
shall not apply to a loss which arises out of intentional misconduct on the part of the City, or a
loss or portion thereof which arises in whole or part out of the negligence on the part of the City,
but only to the extent that the City's misconduct or negligence contributed to the loss, or that the
loss is attributable to the City's misconduct or negligence. The City will not accept any payment
whatsoever from Developer without first having obtained an opinion from Bond Counsel that
such payment will not impair the status of interest on Bonds or Notes issued on a tax exempt
basis under the Code.
-57-
SECTION 21
EFFECTIVENESS AND TERM
The "Effective Date" for this Agreement shall be the date on which this Agreement is
approved by the City Council of the City. The term of this Agreement shall be from the Effective
Date until all obligations hereunder have been satisfied.
SECTION 22
NO PRIVATE PAYMENTS
The City and the Developer recognize that payments from the Developer to the City,
other than payments made by the Developer of taxes of general applicability, may be deemed to
be private payments under the Code and that any such payments may cause interest on TIF
Obligations and other financing instruments not to be excludable from the gross income of the
owners thereof for federal income tax purposes. Accordingly, the City and the Developer
covenant and. agree that the City will accept no payment from the Developer pursuant to any
provision of this Agreement without first obtaining the advice of Bond Counsel that such
payment will not impair the status of interest on any TIF Obligations or other financing
instruments issued on a tax-exempt basis under the Code as excludable from the gross income of
P
the owners thereof for federal income taxation purposes.
-58-
IN WITNESS WHEREOF,the parties hereto have caused this Agreement to be executed
on the day and year first above written.
The City of Elgin
An Illinois municipal corporation
By
avid J. apta' , Mayor
Attest: �.
Kimberly Dewi ity Clerk
Gifford 300, LLC
An Illinois li liab lity company
By:
Name: A P. v or-�UzA
Title: M�
Bluff City Materials,Inc.
An Illinois cor r ion
By:
Name: tk t-vA` P, voNoV-A
Title: �� IDCtJT
F:AL.egal Dept\AgreemenfflluffCity TIF-Gifford 300-BlutfCityMat-RedevelopFinancAgr-clean-6-5-12-WAC.doe
-59-
EXHIBIT A-1.
MAP OF REDEVELOPMENT PROJECT AREA
i __
I
_.... ._
Bluff City/Quarry
1 � TIF District
I _
Route 20
tt Subject Area 1...�
TIF District
Map Prepared by City o(ElginDepa („1
I:
:i
rvnent of community
h'
u'
w.
G S
3. Y•
Ir
........n .. ... _..-... _
•' .vtJ'� � �I
_
,
f
I.'
,
pp ap if
t
I ;
,
•r.
Is vT
EXHIBIT A-2
LEGAL DESCRIPTION OF REDEVELOPMENT PROJECT AREA
BLUFF CITY TIF DISTRICT-LEGAL DESCRIPTION:
THAT PART OF SECTION 24, TOWNSHIP 41 NORTH, RANGE 8 EAST OF THE THIRD PRINCIPAL
MERIDIAN, IN KANE COUNTY, ILLINOIS AND THAT PART OF SECTIONS 19, 20, 29 AND 30,
TOWNSHIP 41 NORTH, RANGE 9 EAST OF THE THIRD PRINCIPAL MERIDIAN, IN COOK COUNTY,
ILLINOIS, DESCRIBED AS FOLLOWS:
BEGINNING AT THE NORTHEAST CORNER OF LOT 16 IN BLOCK 4 IN WINZLER ADDITION TO ELGIN,
ILLINOIS, BEING A SUBDIVISION OF PART OF SECTION 24 AFORESAID; THENCE NORTHERLY
ALONG THE NORTHERLY EXTENSION OF THE EASTERLY LINE OF SAID LOT 16 IN BLOCK 4 TO THE
SOUTH LINE OF BLOCK I IN WILLIAM REDEKER'S THIRD ADDITION TO ELGIN, ILLINOIS;THENCE
WESTERLY ALONG SAID SOUTH LINE OF BLOCK 1 TO THE WEST LINE OF PARCEL ONE AS
DESCRIBED IN WARRANTY DEED DOCUMENT NO. 95KO06877 AS RECORDED IN THE RECORDERS
OFFICE OF KANE COUNTY, ILLINOIS;THENCE NORTH ALONG SAID WEST LINE OF PARCEL ONE AS
DESCRIBED IN WARRANTY DEED DOCUMENT NO. 95KO06877 TO THE NORTHWEST CORNER OF
SAID PARCEL ONE AND ALSO BEING THE SOUTH LINE OF LOT 5 IN SAID BLOCK I IN WILLIAM
REDEKER'S THIRD ADDITION TO ELGIN, ILLINOIS; THENCE EAST ALONG SAID SOUTH LINE OF
LOT 5 TO THE SOUTHEAST CORNER OF SAID LOT 5; THENCE NORTH ALONG THE EAST LINE OF
SAID LOT 5 AND THE EAST LINE OF LOT 4 IN SAID BLOCK I IN WILLIAM REDEKER'S THIRD
ADDITION TO ELGIN, ILLINOIS TO THE NORTHEAST CORNER OF SAID LOT 4 IN BLOCK 1;THENCE
NORTHERLY TO THE SOUTHEAST CORNER OF THE PROPERTY DESCRIBED IN DOCUMENT NO.
99K079899 AND ALSO BEING THE NORTHERLY LINE OF ROUTE 20 BY-PASS; THENCE EASTERLY
ALONG SAID NORTHERLY LINE OF ROUTE 20 BY-PASS IN KANE AND COOK COUNTIES, ILLINOIS
TO WEST LINE AS DESCRIBED IN TRUSTEE'S DEED DOCUMENT NO.94467557 AS RECORDED 1N THE
RECORDERS OFFICE OF COOK COUNTY, ILLINOIS; THENCE NORTHERLY ALONG SAID WEST LINE
AS DESCRIBED IN TRUSTEE'S DEED DOCUMENT NO.94467557, SAID LINE ALSO BEING PARALLEL
WITH THE COUNTY LINE BETWEEN KANE AND COOK COUNTIES TO THE NORTHWEST CORNER AS
DESCRIBED IN SAID TRUSTEE'S DEED DOCUMENT NO. 94467557 AND ALSO BEING THE SOUTH
LINE OF HASTINGS STREET; THENCE EASTERLY ALONG THE SOUTH LINE OF SAID HASTINGS
STREET, A DISTANCE OF 234.5 FEET; THENCE SOUTH PARALLEL WITH SAID COUNTY LINE, A
DISTANCE OF 374.0 FEET, MORE OR LESS TO THE LINE OF WILLIAM REDEKER'S LANDS; THENCE
SOUTHWESTERLY ALONG SAID LINE OF WILLIAM REDEKER'S LANDS AND ALSO BEING THE
SOUTHEASTERLY LINE AS DESCRIBED IN TRUSTEE'S DEED DOCUMENT NO. 94467557 TO SAID
NORTHERLY LINE OF ROUTE 20 BY-PASS; THENCE EASTERLY ALONG SAID NORTHERLY LINE OF
ROUTE 20 BY-PASS TO THE SOUTHEASTERLY LINE OF WRIGHT AVENUE; THENCE
NORTHEASTERLY ALONG SAID SOUTHEASTERLY LINE OF WRIGHT AVENUE TO THE SOUTHWEST
CORNER OF LOT 1 IN LEO GRAPS RESUBDIVISION OF PART OF LOT I IN BLOCK 2 OF ELGIN
HEIGHTS ADDITION IN SAID SECTION 19; THENCE SOUTHEASTERLY ALONG THE SOUTHWEST
LINE OF SAID LOT I IN LEO GRAPS RESUBDIVISION TO SAID NORTHERLY LINE OF ROUTE 20 BY-
PASS; THENCE EASTERLY ALONG SAID NORTHERLY LINE OF ROUTE 20 BY-PASS TO THE
SOUTHEASTERLY LINE OF SAID LOT I IN LEO GRAPS RESUBDIVISION; THENCE NORTHEASTERLY
ALONG THE SOUTHEASTERLY LINE OF LOTS 1, 2 AND 3 IN SAID LEO GRAPS RESUBDIVISION TO
THE SOUTHWEST CORNER OF LOT 5 IN SAID LEO GRAPS, RESUBDIVISION; THENCE
SOUTHEASTERLY ALONG THE SOUTHWESTERLY LINE OF SAID .LOT 5 IN LEO GRAPS
RESUBDIVISION TO THE NORTHWESTERLY LINE OF DICKIE AVENUE; THENCE SOUTHWESTERLY
ALONG SAID NORTHWESTERLY LINE OF DICKIE AVENUE TO SAID NORTHERLY LINE OF ROUTE 20
BY-PASS;THENCE EASTERLY ALONG SAID NORTHERLY LINE OF ROUTE 20 BY-PASS TO THE EAST
LINE OF LOT 21 IN BLOCK 2 IN LUDLOW AND STELFORD'S ADDITION TO ELGIN IN THE
SOUTHEAST QUARTER OF SAID SECTION 19;THENCE NORTHERLY ALONG SAID EAST LINE OF LOT
21 IN BLOCK 2 IN LUDLOW AND STELFORD'S ADDITION TO ELGIN TO THE NORTHEAST CORNER
OF SAID LOT 21 IN BLOCK 2;THENCE EASTERLY ALONG THE NORTH LINE OF LOTS 22 THROUGH
35, INCLUSIVE, IN SAID BLOCK 2 IN LUDLOW AND STELFORD'S ADDITION TO ELGIN TO THE EAST
LINE OF THE WEST 38.2 FEET OF LOT 5 IN SAID BLOCK 2 IN LUDLOW AND STELFORD'S ADDITION
TO ELGIN; THENCE NORTHERLY ALONG SAID EAST LINE OF THE WEST 38.2 FEET OF LOT 5 IN
BLOCK 2 TO THE SOUTH LINE OF LUDLOW AVENUE;THENCE EASTERLY ALONG SAID SOUTH LINE
OF LUDLOW AVENUE TO THE CENTERLINE OF OLD ROAD (U.S. ROUTE 20), THENCE
Exhibit A —
SOUTHEASTERLY ALONG SAID CENTERLINE OF OLD ROAD(U.S.ROUTE 20)TO THE WEST LINE OF
PARCEL DEPICTED AND DESCRIBED ON PLAT OF DEDICATION OF PUBLIC HIGHWAY ON PLAT NO.
172 FOR TRACT 172 PER CONDEMNATION NO. 61 S 462; THENCE SOUTHWESTERLY ALONG SAID
WEST LINE OF PARCEL DEPICTED AND DESCRIBED ON PLAT OF DEDICATION OF PUBLIC
HIGHWAY ON PLAT NO. 172 FOR TRACT 172 PER CONDEMNATION NO, 61 S 462 TO THE
SOUTHWEST CORNER OF SAID PARCEL DEPICTED AND DESCRIBED ON PLAT OF DEDICATION OF
PUBLIC HIGHWAY ON PLAT NO. 172 FOR TRACT 172 PER CONDEMNATION NO. 61 S 462; THENCE
SOUTHEASTERLY ALONG THE SOUTHWESTERLY LINE OF SAID PARCEL DEPICTED AND
DESCRIBED ON PLAT OF DEDICATION OF PUBLIC HIGHWAY ON PLAT NO. 172 FOR TRACT 172 PER
CONDEMNATION.NO. 61 S 462 TO THE SOUTHEAST CORNER OF SAID PARCEL DEPICTED AND
DESCRIBED ON PLAT OF DEDICATION OF PUBLIC HIGHWAY ON PLAT NO, 172 FOR TRACT 172 PER
CONDEMNATION NO. 61 S 462 AND ALSO BEING THE EAST LINE OF THE SOUTHEAST QUARTER OF
SAID SECTION 19; THENCE NORTH ALONG SAID EAST LINE OF THE SOUTHEAST QUARTER OF
SECTION 19 TO THE SOUTH LINE OF SAID U.S.ROUTE 20;THENCE EASTERLY ALONG SAID SOUTH
LINE OF U.S. ROUTE 20 TO THE WESTERLY LINE OF PARCEL DEPICTED AND DESCRIBED ON PLAT
OF DEDICATION OF PUBLIC HIGHWAY ON PLAT NO. 177 IN BOOK 576 OF PLATS PAGE 1 AS
DOCUMENT NO. 17993034; THENCE SOUTHWESTERLY ON SAID WESTERLY LINE OF PARCEL
DEPICTED AND DESCRIBED ON PLAT OF DEDICATION OF PUBLIC HIGHWAY ON PLAT NO. 177 IN
BOOK 576 OF PLATS PAGE I TO THE SOUTHERLY LINE OF BLUFF CITY BOULEVARD(FRONTAGE
ROAD); THENCE EASTERLY ON SAID SOUTHERLY LINE OF BLUFF CITY BOULEVARD(FRONTAGE
ROAD) TO THE EASTERLY LINE OF COMMONWEALTH EDISON COMPANY PROPERTY, SAID LINE
BEING 40.0 FEET EASTERLY OF AND PARALLEL TO A LINE DEFINED AS THE EASTERLY LINE IN
DOCUMENTS 9899344 AND 9929391; THENCE SOUTHERLY ALONG SAID PARALLEL LINE TO SAID
SOUTHERLY LINE OF BLUFF CITY BOULEVARD (FRONTAGE ROAD); THENCE EASTERLY ALONG
SAID SOUTHERLY LINE OF BLUFF CITY BOULEVARD (FRONTAGE ROAD)TO A LINE 300.00 FEET
EAST OF AND PARALLEL WITH SAID EASTERLY LINE OF COMMONWEALTH EDISON COMPANY
PROPERTY AND ALSO BEING THE WESTERLY LINE AS DESCRIBED IN WARRANTY DEED
DOCUMENT NO. 0335627195 AS RECORDED IN THE RECORDERS OFFICE OF COOK COUNTY,
ILLINOIS; THENCE SOUTHERLY ALONG SAID WESTERLY LINE AS DESCRIBED IN WARRANTY
DEED DOCUMENT NO. 0335627185 TO THE SOUTH LINE OF THE SOUTHWEST QUARTER OF SAID
SECTION 20; THENCE CONTINUING SOUTHERLY ALONG SAID WESTERLY LINE AS DESCRIBED IN
WARRANTY DEED DOCUMENT NO.0335627185 TO AN ANGLE POINT IN SAID WESTERLY LINE AS
DESCRIBED IN WARRANTY DEED DOCUMENT NO.0335627185;THENCE EASTERLY TO AN ANGLE
POINT IN SAID WESTERLY LINE AS DESCRIBED IN WARRANTY DEED DOCUMENT NO. 0335627185;
THENCE SOUTHERLY ALONG SAID WESTERLY LINE AS DESCRIBED IN WARRANTY DEED
DOCUMENT NO. 0335627185 TO THE SOUTHWEST CORNER AS DESCRIBED IN WARRANTY DEED
DOCUMENT NO.0335627185,THENCE EASTERLY ALONG SAID SOUTHERLY LINE AS DESCRIBED IN
WARRANTY DEED DOCUMENT NO. 0335627185 TO THE WESTERLY LINE OF THE ELGIN, JOLIET
AND EASTERN RAILWAY COMPANY; THENCE SOUTHERLY ALONG SAID WESTERLY LINE OF THE
ELGIN, JOLIET AND EASTERN RAILWAY COMPANY TO A POINT 580.23 FEET NORTHERLY OF THE
NORTH RIGHT OF WAY LINE OF THE CHICAGO, MILWAUKEE, ST. PAUL AND PACIFIC RAILROAD
AS MEASURED ALONG SAID WESTERLY LINE OF THE ELGIN, JOLIET AND EASTERN RAILWAY
COMPANY; THENCE WESTERLY ALONG A LINE PARALLE TO SAID SOUTHERLY LINE AS
DESCRIBED IN WARRANTY DEED DOCUMENT NO. 0335627185 TO SAID LINE BEING 40.0 FEET
EASTERLY OF AND PARALLEL TO THE EASTERLY RIGHT OF WAY LINE OF THE COM ED RIGHT OF
WAY AS DESCRIBED IN DOCUMENT NO. 18983320; THENCE SOUTHERLY ALONG SAID EASTERLY
RIGHT OF WAY LINE OF THE COM ED RIGHT OF WAY AS DESCRIBED IN DOCUMENT NO. 18983320
TO SAID NORTH RIGHT OF WAY LINE OF THE CHICAGO, MILWAUKEE, ST, PAUL AND PACIFIC
RAILROAD; THENCE WESTERLY ALONG SAID NORTH RIGHT OF WAY LINE OF THE CHICAGO,
MILWAUKEE,ST. PAUL AND PACIFIC RAILROAD TO THE EAST LINE OF THE SOUTHEAST QUARTER
OF SAID SECTION 30;THENCE SOUTHERLY ALONG SAID EAST LINE OF THE SOUTHEAST QUARTER
OF SECTION 30 TO THE NORTHEAST QUARTER OF LOT 1 IN GRABER SUBDIVISION, BEING A
SUBDIVISION OF PART OF THE EAST HALF OF SAID SOUTHEAST QUARTER OF SECTION 30:
THENCE SOUTH ALONG THE EAST LINE OF SAID LOT I IN GRABER SUBDIVISION AND THE
SOUTHERLY EXTENSION THEREOF TO THE SOUTH LINE OF SPAULDING ROAD; THENCE WEST
ALONG SAID SOUTH LINE OF SPAULDING ROAD TO THE WEST LINE OF GIFFORD ROAD; THENCE
i
NORTH ALONG SAID WEST LINE OF GIFFORD ROAD TO THE WESTERLY EXTENSION OF THE
NORTH LINE OF OUTLOT A IN SAID GRABER SUBDIVISION; THENCE EAST ALONG SAID NORTH
LINE OF OUTLOT A AND THE WESTERLY EXTENSION THEREOF AND NORTH LINE OF SAID LOT I
TO AN ANGLE POINT IN SAID LOT 1;THENCE NORTH ALONG A WESTERLY LINE OF SAID LOT I TO
THE NORTHWEST CORNER OF SAID LOT I;THENCE WEST ALONG THE WESTERLY EXTENSION OF
THE NORTH LINE OF SAID LOT I TO THE WEST LINE OF SAID GIFFORD ROAD; THENCE NORTH
ALONG SAID WEST LINE OF SAID GIFFORD ROAD TO THE SOUTH LINE OF BLUFF CITY
BOULEVARD;THENCE WEST ALONG THE SOUTH LINE OF BLUFF CITY BOULEVARD TO THE POINT
OF BEGINNING;
EXCEPT THAT PART OF THE NORTHEAST QUARTER OF SAID SECTION 30,TOWNSHIP 41 NORTH,
RANGE 9 EAST OF THE THIRD PRINCIPAL MERIDIAN, DESCRIBED AS FOLLOWS:COMMENCING AT
THE INTERSECTION OF THE NORTH RIGHT OF WAY LINEOF THE CHICAGO,MILWAUKEE,ST.PAUL
AND PACIFIC RAILROAD AND THE WEST LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY,
PER DOCUMENT NUMBER 9899344 AND 9929391; THENCE NORTH 62 DEGREES 45 MINUTES 34
SECONDS WEST, ALONG SAID NORTHERLY RIGHT OF WAY OF THE CHICAGO, MILWAUKEE, ST.
PAUL AND PACIFIC RAILROAD, A:DISTANCE OF 2069.93 FEET, TO THE CENTER LINE OF GIFFORD
ROAD;THENCE NORTH 00 DEGREES 45 MINUTES 57 SECONDS EAST,ALONG SAID CENTER LINE OF
GIFFORD ROAD, A DISTANCE OF 382.02 FEET; THENCE SOUTH 89 DEGREES 14 MINUTES 03
SECONDS EAST,PERPENDICULAR TO THE LAST DESCRIBED COURSE, A DISTANCE OF 33.00 FEET,
TO THE POINT OF BEGINNING; THENCE NORTH 00 DEGREES 45 MINUTES 57 SECONDS EAST, A
DISTANCE OF 588.60 FEET ALONG THE APPARENT EAST RIGHT OF WAY LINE OF GIFFORD ROAD;
THENCE SOUTH 89 DEGREES 14 MINUTES 03 SECONDS EAST, A DISTANCE OF 712.48 FEET TO A
LINE 66.00 FEET WEST OF AND-PARALLEL TO THE WEST LINE OF PROPERTY CONVEYED TO
WASTE MANAGEMENT OF ILLINOIS, INC.BY DEED DOCUMENT 0600443210 RECORDED 3ANUARY 4,
2006; THENCE SOUTH 0 DEGREES 45 MINUTES 57 SECONDS WEST, A DISTANCE OF 728.98 FEET
ALONG SAID PARALLEL LINE; THENCE NORTH 87 DEGREES 20 MINUTES 16 SECONDS WEST, A
DISTANCE OF 36.57 FEET; THENCE NORTH 49 DEGREES 39 MINUTES 46 SECONDS WEST, A
DISTANCE OF 114.26 FEET; THENCE NORTH 84 DEGREES 31 MINUTES 54 SECONDS WEST, A
DISTANCE OF 570.85 FEET; THENCE NORTH 43 DEGREES 24 MINUTES 12 SECONDS WEST, A
DISTANCE OF 27.17 FEET TO THE POINT OF BEGINNING,IN COOK COUNTY,ILLINOIS.
ALSO EXCEPT THAT PART OF THE WEST HALF OF THE NORTHWEST QUARTER OF SECTION 29 AND
THE EAST HALF OF THE NORTHEAST QUARTER OF SECTION 30, ALL IN TOWNSHIP 41 NORTH,
RANGE 9,EAST OF THE THIRD PRINCIPAL MERIDIAN,DESCRIBED AS FOLLOWS:COMMENCING AT
THE INTERSECTION OF THE NORTH RIGHT OF WAY LINE OF CHICAGO, MILWAUKEE, ST, PAUL
AND PACIFIC RAILROAD AND THE WEST LINE OF THE COM ED RIGHT OF WAY PER DOCUMENT
NUMBER 9899344 AND 9929391; THENCE NORTH 00 DEGREES 10 MINUTES 09 SECONDS EAST, A
DISTANCE OF 453.90 FEET ALONG SAID WESTERLY RIGHT OF WAY LINE; THENCE NORTH 08
DEGREES 23 MINUTES 10 SECONDS EAST, A DISTANCE OF 668.11 FEET CONTINUING ALONG SAID
WESTERLY RIGHT OF WAY LINE;THENCE NORTH 81 DEGREES 36 MINUTES 50 SECONDS WEST, A
DISTANCE OF 70.00 FEET ALONG A LINE PERPENDICULAR TO SAID WESTERLY RIGHT OF WAY TO
THE POINT OF BEGINNING; THENCE NORTH 87 DEGREES 20 MINUTES 16 SECONDS WEST, A
DISTANCE OF 1056.44 FEET; THENCE NORTH 00 DEGREES 45 MINUTES 57 SECONDS FAST, A
DISTANCE OF 596.39 FEET, ALONG A LINE PARALLEL TO THE CENTERLINE OF GIFFORD ROAD;
THENCE SOUTH 87 DEGREES 20 MINUTES 16 SECONDS EAST, A DISTANCE OF 1135.93 FEET TO A
POINT 70.00 FEET WESTERLY OF SAID WESTERLY RIGHT OF WAY AS MEASURED PERPDICULAR TO
SAID WESTERLY RIGHT OF WAY;THENCE SOUTH 08 DEGREES 23 MINUTES 10 SECONDS WEST, A
DISTANCE OF 599.05 FEET ALONG A LINE PARALLEL TO SAID WESTERLY RIGHT OF WAY LINE TO
THE POINT OF BEGINNING,IN COOK COUNTY,ILLINOIS,
ALSO EXCEPT THAT PART OF SECTIONS 19,20,29 AND 30, ALL IN TOWNSHIP 41 NORTH, RANGE 9,
EAST OF THE THIRD PRINCIPAL MERIDIAN, DESCRIBED AS FOLLOWS; COMMENCING AT THE
INTERSECTION OF THE NORTH RIGHT OF WAY LINE OF THE CHICAGO, MILWAUKEE. ST. PAUL
AND PACIFIC RAILROAD WITH THE WEST RIGHT OF WAY LINE OF THE COMMONWEALTH EDISON
RIGHT OF WAY;THENCE NORTH 00 DEGREES 10 MINUTES 09 SECONDS EAST,453.90 FEET ALONG
SAID WEST RIGHT OF WAY LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY; THENCE
NORTH 08 DEGREES 23 MINUTES 10 SECONDS EAST, 2515.42 FEET ALONG SAID WEST RIGHT OF
WAY LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY; THENCE NORTH 05 DEGREES 57
MINUTES 54 SECONDS EAST, 728.86 FEET ALONG SAID WEST RIGHT OF WAY LINE OF THE
COMMONWEALTH EDISON RIGHT OF WAY TO THE SOUTH LINE OF THE SOUTHWEST QUARTER OF
SAID SECTION 20; THENCE SOUTH 88 DEGREES 39 MINUTES 39 SECONDS WEST (SOUTH 88
DEGREES 20 MINUTES 45 SECONDS WEST RECORD), 171.80 FEET ALONG SAID SOUTH LINE OF THE
SOUTHWEST QUARTER OF SAID SECTION 20 TO THE POINT OF BEGINNING; THENCE SOUTH 02
DEGREES 55 MINUTES 35 SECONDS WEST, A DISTANCE OF 653.56 FEET; THENCE NORTH 89
DEGREES 26 MINUTES 23 SECONDS WEST, A DISTANCE OF 1701.44 FEET TO A LINE 350.00 FEET
EAST OF AND PARALLEL WITH THE CENTERLINE OF GIFFORD ROAD;THENCE NORTH 00 DEGREES
45 MINUTES 57 SECONDS EAST,A DISTANCE OF 573.16 FEET ALONG SAID PARALLEL LINE;THENCE
NORTH 00 DEGREES 41 MINUTES 05 SECONDS EAST A DISTANCE OF 948.06 FEET ALONG SAID
PARALLEL LINE; THENCE SOUTH 88 DEGREES 21 MINUTES 58 SECONDS EAST, A DISTANCE OF
440.67 FEET;THENCE SOUTH 86 DEGREES 21 MINUTES 08 SECONDS EAST, A DISTANCE OF 658.78
FEET; THENCE SOUTH 03 DEGREES 00 MINUTES 55 SECONDS WEST, A DISTANCE OF 292.37 FEET;
THENCE SOUTH 08 DEGREES 23 MINUTES 45 SECONDS WEST,A DISTANCE OF 225.52 FEET;THENCE
SOUTH 81 DEGREES 03 MINUTES 58 SECONDS EAST, A DISTANCE OF 397.77 FEET;THENCE SOUTH
47 DEGREES 06 MINUTES 51 SECONDS EAST, A DISTANCE OF 372.81 FEET, TO THE POINT OF
BEGINNING,IN COOK COUNTY,ILLINOIS.
NAI9361Survey\Teataut1°City TIP District legal description.docx
EXHIBIT B-1
MAP OF SUBJECT PROPERTY
arg,
A
U0
,N-10.101.OJ6 2640t4ns
aw-----
..................TU..
tv
:............
PUIV-Mo
MT I
AM
VDF0
4 TRACT i
•
TRACT 4
TRACT 4
W30-3014M —W,1 1— .. — & I i
.21
�A INA II ITIrl da
06.2040"ll
ENINTNO
TRACT I
3"
TRACT 4
at TKA
TRACT 86
IM
AWT PER
fs,
I on Otrr d
IN
9614 W oftnh No
EXHIBIT 8
yy 57 lu g"'C"' ELGIN,ILLINOIS
EXHIBIT B-2
LEGAL DESCRIPTION OF SUBJECT PROPERTY
EXHIBIT B-2
TRACT 1 LEGAL DESCRIPTION:
THAT PART OF LOT 18 IN COUNTY CLERK'S DIVISION OF SECTION 19, TOWNSHIP 41
NORTH, RANGE 9, EAST OF THE THIRD PRINCIPAL MERIDIAN, DESCRIBED AS FOLLOWS:
COMMENCING AT THE INTERSECTION OF THE NORTH RIGHT OF WAY LINE OF THE
CHICAGO, MILWAUKEE, ST. PAUL AND PACIFIC RAILROAD WITH THE WEST RIGHT OF
WAY LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY; THENCE NORTH 62
DEGREES 45 MINUTES 34 SECONDS WEST, ALONG SAID RAILROAD RIGHT OF WAY, 2069.93
FEET TO THE CENTERLINE OF GIFFORD ROAD;THENCE NORTH 00 DEGREES 45 MINUTES 57
SECONDS EAST, ALONG SAID CENTERLINE OF GIFFORD ROAD, 2657.57 FEET TO A POINT
ON THE SOUTH LINE OF THE SOUTHEAST QUARTER OF SAID SECTION 19 AND ALSO BEING
THE POINT OF BEGINNING; THENCE NORTH 00 DEGREES 41 MINUTES 05 SECONDS EAST
(NORTH 01 DEGREE 31 MINUTES EAST RECORD), 776.61 FEET (776 FEET RECORD) ALONG
SAID CENTERLINE OF GIFFORD ROAD; THENCE SOUTH 83 DEGREES 29 MINUTES 58
SECONDS EAST (SOUTH 82 DEGREES 42 MINUTES EAST RECORD), 107.18 FEET (107 FEET
RECORD); THENCE NORTH 51 DEGREES 16 MINUTES 57 SECONDS EAST (NORTH 51
DEGREES 47 MINUTES EAST RECORD), 287.38 FEET(297 FEET RECORD); THENCE SOUTH 88
DEGREES 21 MINUTES 58 SECONDS EAST(SOUTH 87 DEGREES 34 MINUTES EAST RECORD),
21.31 FEET TO A LINE 350.00 FEET EAST OF AND PARALLEL WITH SAID CENTERLINE OF
GIFFORD ROAD; THENCE SOUTH 00 DEGREES 41 MINUTES 05 SECONDS WEST, 932.48 FEET
ALONG SAID PARALLEL LINE TO SAID SOUTH LINE OF THE SOUTHEAST QUARTER OF
SECTION 19; THENCE SOUTH 88 DEGREES 10 MINUTES 34 SECONDS WEST, 350.34 FEET
ALONG SAID SOUTH LINE OF THE SOUTHEAST QUARTER OF SECTION 19 TO THE POINT OF
BEGINNING,IN COOK COUNTY, ILLINOIS.
TRACT 2 LEGAL DESCRIPTION:
THAT PART OF LOT 13 1N COUNTY CLERK'S DIVISION OF SECTION 20, TOWNSHIP 41
NORTH, RANGE 9, EAST OF THE THIRD PRINCIPAL MERIDIAN, DESCRIBED AS FOLLOWS;
COMMENCING AT THE INTERSECTION OF THE NORTH RIGHT OF WAY LINE OF THE
CHICAGO, MILWAUKEE, ST. PAUL AND PACIFIC RAILROAD WITH THE WEST RIGHT OF
WAY LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY; THENCE NORTH 00
DEGREES 10 MINUTES 09 SECONDS EAST, 453.90 FEET ALONG SAID WEST RIGHT OF WAY
LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY; THENCE NORTH 08 DEGREES 23
MINUTES 10 SECONDS EAST, 2515.42 FEET ALONG SAID WEST RIGHT OF WAY LINE OF THE
COMMONWEALTH EDISON RIGHT OF WAY; THENCE NORTH 05 DEGREES 57 MINUTES 54
SECONDS EAST, 728.86 FEET ALONG SAID WEST RIGHT OF WAY LINE OF THE
COMMONWEALTH EDISON RIGHT OF WAY TO THE SOUTH LINE OF THE SOUTHWEST
QUARTER OF SAID SECTION 20 AND ALSO BEING THE POINT OF BEGINNING; THENCE
SOUTH 88 DEGREES 39 MINUTES 39 SECONDS WEST, 171.80 FEET ALONG SAID SOUTH LINE
OF THE SOUTHWEST QUARTER OF SAID SECTION 20; THENCE NORTH 47 DEGREES 06
MINUTES 51 SECONDS WEST, 372.81 FEET; THENCE NORTH 81 DEGREES 03 MINUTES 58
SECONDS WEST,397.77 FEET;THENCE NORTH 08 DEGREES 23 MINUTES 45 SECONDS EAST,
225.52 FEET; THENCE NORTH 03 DEGREES 00 MINUTES 55 SECONDS EAST, 292.37 FEET TO
THE SOUTH LINE OF BLUFF CITY BOULEVARD (FRONTAGE ROAD); THENCE SOUTH 73
DEGREES 13 MINUTES 35 SECONDS EAST, 886.90 FEET ALONG SAID SOUTH LINE OF BLUFF
CITY BOULEVARD (FRONTAGE ROAD) TO SAID WEST RIGHT OF WAY LINE OF THE
COMMONWEALTH EDISON RIGHT OF WAY; THENCE SOUTH 05 DEGREES 57 MINUTES 54
SECONDS WEST, 573.69 FEET ALONG SAID WEST RIGHT OF WAY LINE OF THE
COMMONWEALTH EDISON RIGHT OF WAY TO THE POINT OF BEGINNING, IN COOK
COUNTY,ILLINOIS.
AND
THAT PART OF LOT 13 IN COUNTY CLERK'S DIVISION OF SECTION 20, TOWNSHIP 41
L
NORTH, RANGE 9, EAST OF THE THIRD PRINCIPAL MERIDIAN, DESCRIBED AS FOLLOWS:
COMMENCING AT THE NORTHEAST CORNER OF THE NORTHWEST 1/4 OF SAID SECTION 29;
THENCE NORTH 88 DEGREES 39 MINUTES 37 SECONDS EAST (NORTH 88 DEGREES 54
MINUTES 06 SECONDS EAST RECORD)ALONG THE SOUTH LINE OF SAID SECTION 20, 31.15
FEET(29.89 FEET RECORD)TO THE WESTERLY RIGHT OF WAY LINE OF THE ELGIN,JOLIET
AND EASTERN RAILWAY COMPANY; THENCE NORTH 09 DEGREES 03 MINUTES 00
SECONDS EAST(NORTH 09 DEGREES 15 MINUTES EAST RECORD)ALONG SAID WESTERLY
RIGHT OF WAY LINE, 381.80 FEET TO THE CENTER LINE OF THE OLD ROAD (FOR A POINT
HEREINAFTER KNOWN AS POINT A);THENCE NORTH 69 DEGREES 42 MINUTES 53 SECONDS
WEST(NORTH 69 DEGREES 27 MINUTES 30 SECONDS WEST RECORD) ALONG SAID CENTER
LINE, 815.99 FEET TO THE NORTH EAST CORNER OF LAND DEDICATED FOR PUBLIC
HIGHWAY PURPOSES;THENCE SOUTH 17 DEGREES 09 MINUTES 20 SECONDS WEST(SOUTH
17 DEGREES 24 MINUTES 43 SECONDS WEST RECORD), 65.00 FEET TO A POINT 98.00 FEET
SOUTHERLY OF THE CENTER LINE OF THE EXISTING U.S. ROUTE 20 (AS MEASURED AT
RIGHT ANGLES THERETO); THENCE NORTH 72 DEGREES 50 MINUTES 39 SECONDS WEST
(NORTH 72 DEGREES 35 MINUTES 16 SECONDS WEST RECORD) ALONG THE SOUTHERLY
LINE OF SAID DEDICATED LAND, 108.74 FEET (109.0 FEET DEED); THENCE SOUTH 80
DEGREES 25 MINUTES 28 SECONDS WEST (SOUTH 80 DEGREES 40 MINUTES 50 SECONDS
WEST RECORD) ALONG SAID SOUTHERLY LINE, 176.92 FEET (177.40 FEET DEED); THENCE
SOUTH 67 DEGREES 56 MINUTES 14 SECONDS WEST (SOUTH 67 DEGREES 45 MINUTES 28
SECONDS WEST RECORD)A CHORD DISTANCE OF 354.29 FEET(353.95 FEET RECORD),(SAID
CHORD BEING PART OF A CURVE HAVING A RADIUS OF 272.00 FEET AND AN ARC
DISTANCE OF 385.84 FEET(385.38 FEET RECORD)WHICH IS THE SOUTHERLY LINE OF SAID
DEDICATED PROPERTY) TO A POINT HEREINAFTER KNOWN AS POINT B ON THE
EASTERLY LINE OF COMMONWEALTH EDISON COMPANY PROPERTY, SAID LINE BEING
40.0 FEET EASTERLY OF AND PARALLEL TO A LINE DEFINED AS THE EASTERLY LINE IN
DOCUMENTS 9899344 AND 9929391; THENCE SOUTH 05 DEGREES 46 MINUTES 42 SECONDS
WEST (SOUTH 05 DEGREES 57 MINUTES 15 SECONDS WEST RECORD) ALONG SAID
COMMONWEALTH EDISON PROPERTY, 363.69 FEET (362.82 FEET RECORD) TO AN ANGLE
POINT;THENCE SOUTH 08 DEGREES 17 MINUTES 38 SECONDS WEST(SOUTH 08 DEGREES 24
MINUTES 57 SECONDS WEST RECORD)ALONG SAID EASTERLY LINE OF COMMONWEALTH
EDISON PROPERTY, 139.50 FEET (139.49 FEET RECORD) TO THE SOUTH LINE OF THE
SOUTHWEST QUARTER OF SAID SECTION 20 AND ALSO BEING THE POINT OF BEGINNING;
THENCE NORTH 08 DEGREES 17 MINUTES 38 SECONDS EAST (NORTH 08 DEGREES 24
MINUTES 57 SECONDS EAST RECORD)ALONG SAID EASTERLY LINE OF COMMONWEALTH
EDISON PROPERTY, 139.50 FEET (139.49 FEET RECORD) TO AN ANGLE POINT; THENCE
NORTH 05 DEGREES 46 MINUTES 42 SECONDS EAST (NORTH 05 DEGREES 57 MINUTES 15
SECONDS EAST RECORD) ALONG SAID COMMONWEALTH EDISON PROPERTY, 87.42 FEET
TO THE EAST LINE OF SAID LOT 13; THENCE SOUTH 01 DEGREE 01 MINUTE 53 SECONDS
EAST, 224.29 FEET TO SAID SOUTH LINE OF THE SOUTHWEST QUARTER OF SECTION 20;
THENCE SOUTH 88 DEGREES 39 MINUTES 39 SECONDS WEST, 32.97 FEET ALONG SAID
SOUTH LINE OF THE SOUTHWEST QUARTER OF SECTION 20 TO THE POINT OF BEGINNING,
IN COOK COUNTY, ILLINOIS.
TRACT 3 LEGAL DESCRIPTION:
THAT PART OF LOTS 14 AND 15 IN COUNTY CLERK'S DIVISION OF SECTION 20, TOWNSHIP
41 NORTH, RANGE 9,EAST OF THE THIRD PRINCIPAL MERIDIAN,DESCRIBED AS FOLLOWS:
COMMENCING AT THE SOUTHEAST CORNER OF THE SOUTHWEST 1/4 OF SAID SECTION 20;
THENCE NORTH 88 DEGREES 39 MINUTES 37 SECONDS EAST (NORTH 88 DEGREES 54
MINUTES 06 SECONDS EAST RECORD)ALONG THE SOUTH LINE OF SAID SECTION 20,31.15
FEET(29.89 FEET RECORD)TO THE WESTERLY RIGHT OF WAY LINE OF THE ELGIN,JOLIET
AND EASTERN RAILWAY COMPANY; THENCE NORTH 09 DEGREES 03 MINUTES 00
SECONDS EAST(NORTH 09 DEGREES 15 MINUTES EAST RECORD)ALONG SAID WESTERLY
RIGHT OF WAY LINE, 381.80 FEET TO THE CENTER LINE OF THE OLD ROAD (FOR A POINT
HEREINAFTER KNOWN AS POINT A);THENCE NORTH 69 DEGREES 42 MINUTES 53 SECONDS
WEST(NORTH 69 DEGREES 27 MINUTES 30 SECONDS WEST RECORD)ALONG SAID CENTER
LINE, 815.99 FEET TO THE NORTH EAST CORNER OF LAND DEDICATED FOR PUBLIC
HIGHWAY PURPOSES;THENCE SOUTH 17 DEGREES 09 MINUTES 20 SECONDS WEST(SOUTH
17 DEGREES 24 MINUTES 43 SECONDS WEST RECORD), 65.00 FEET TO A POINT 98.00 FEET
SOUTHERLY OF THE CENTER LINE OF THE EXISTING U.S. ROUTE 20 (AS MEASURED AT
RIGHT ANGLES THERETO); THENCE NORTH 72 DEGREES 50 MINUTES 39 SECONDS WEST
(NORTH 72 DEGREES 35 MINUTES 16 SECONDS WEST RECORD) ALONG THE SOUTHERLY
LINE OF SAID DEDICATED LAND, 108.74 FEET (109.0 FEET DEED); THENCE SOUTH 80
DEGREES 25 MINUTES 28 SECONDS WEST (SOUTH 80 DEGREES 40 MINUTES 50 SECONDS
WEST RECORD) ALONG SAID SOUTHERLY LINE, 176.92 FEET (177.40 FEET DEED); THENCE
SOUTH 67 DEGREES 56 MINUTES 14 SECONDS WEST (SOUTH 67 DEGREES 45 MINUTES 28
SECONDS WEST RECORD)A CHORD DISTANCE OF 354.29 FEET(353.95 FEET RECORD),(SAID
CHORD BEING PART OF A CURVE HAVING A RADIUS OF 272.00 FEET AND AN ARC
DISTANCE OF 385.84 FEET(385.38 FEET RECORD)WHICH IS THE SOUTHERLY LINE OF SAID
DEDICATED PROPERTY) TO A POINT HEREINAFTER KNOWN AS POINT B ON THE
EASTERLY LINE OF COMMONWEALTH EDISON COMPANY PROPERTY, SAID LINE BEING
40.0 FEET EASTERLY OF AND PARALLEL TO A LINE DEFINED AS THE EASTERLY LINE IN
DOCUMENTS 9899344 AND 9929391; THENCE SOUTH 05 DEGREES 46 MINUTES 42 SECONDS
WEST (SOUTH 05 DEGREES 57 MINUTES 15 SECONDS WEST RECORD) ALONG SAID
COMMONWEALTH EDISON PROPERTY, 39.27 FEET TO THE SOUTH LINE OF BLUFF CITY
BOULEVARD (FRONTAGE ROAD) AND ALSO BEING THE POINT OF BEGINNING; THENCE
NORTHEASTERLY ALONG A CURVE, CONCAVE NORTHWESTERLY, HAVING A RADIUS OF
340.00 FEET, AN ARC DISTANCE OF 331.30 FEET (332.83 FEET RECORD) AND CHORD
BEARING NORTH 76 DEGREES 13 MINUTES 50 SECONDS EAST (NORTH 75 DEGREES 34
MINUTES 33 SECONDS EAST RECORD) TO A LINE 300.00 FEET EAST OF AND PARALLEL
WITH SAID EASTERLY LINE OF COMMONWEALTH EDISON COMPANY PROPERTY; THENCE
SOUTH 05 DEGREES 46 MINUTES 42 SECONDS WEST (SOUTH 05 DEGREES 57 MINUTES 15
SECONDS WEST RECORD), 437.53 FEET ALONG SAID PARALLEL LINE; THENCE SOUTH 08
DEGREES 17 MINUTES 38 SECONDS WEST (SOUTH 08 DEGREES 24 MINUTES 57 SECONDS
WEST RECORD), 95.17 FEET (94.41 FEET RECORD) ALONG SAID PARALLEL LINE TO THE
SOUTH LINE OF THE SOUTHWEST QUARTER OF SAID SECTION 20; THENCE SOUTH 88
DEGREES 39 MINUTES 39 SECONDS WEST (SOUTH 88 DEGREES 20 MINUTES 45 SECONDS
WEST RECORD), 2.71.32 FEET ALONG SAID SOUTH LINE OF THE SOUTHWEST QUARTER OF
SAID SECTION 20 TO THE WEST LINE OF SAID LOT 14; THENCE NORTH 01 DEGREE 01
MINUTE 53 SECONDS WEST, 224.29 FEET ALONG SAID WEST LINE OF LOT 14 TO SAID
EASTERLY LINE OF COMMONWEALTH EDISON COMPANY PROPERTY; THENCE NORTH 05
DEGREES 46 MINUTES 42 SECONDS EAST (NORTH 05 DEGREES 57 MINUTES 15 SECONDS
EAST RECORD), 237.00 FEET ALONG SAID EASTERLY LINE OF COMMONWEALTH EDISON
COMPANY PROPERTY TO THE POINT OF BEGINNING,IN COOK COUNTY,ILLINOIS.
TRACT 4 LEGAL DESCRIPTION:
CLERK'S DIVISION OF SECTION 30
THAT PART OF LOTS 1 AND 2 IN COUNTY >TOWNSHIP 41
NORTH, RANGE 9, EAST OF THE THIRD PRINCIPAL MERIDIAN, DESCRIBED AS FOLLOWS:
COMMENCING AT THE INTERSECTION OF THE NORTH RIGHT OF WAY LINE OF THE
CHICAGO, MILWAUKEE, ST, PAUL AND PACIFIC RAILROAD WITH THE WEST RIGHT OF
WAY LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY; THENCE NORTH 62
DEGREES 45 MINUTES 34 SECONDS WEST, ALONG SAID RAILROAD RIGHT OF WAY, 711.86
FEET (710.76 FEET RECORD) TO THE POINT OF BEGINNING; THENCE CONTINUING NORTH
62 DEGREES 45 MINUTES 34 SECONDS WEST, ALONG SAID RAILROAD RIGHT OF WAY, �
1358.07 FEET
1359.17 FEET RECORD TO THE CENTERLINE IN OF GIFFORD ROAD;, THENCE
NORTH 00 DEGREES 45 MINUTES 57 SECONDS EAST, ALONG SAID CENTERLINE OF
GIFFORD ROAD, 2657.57 FEET TO A POINT ON THE NORTH LINE OF THE NORTHEAST
QUARTER OF SAID SECTION 30; THENCE NORTH 88 DEGREES 10 MINUTES 34 SECONDS
EAST, 350.34 FEET ALONG SAID NORTH LINE OF THE NORTHEAST QUARTER OF SAID
SECTION 30 TO A LINE 350.00 FEET EAST OF AND PARALLEL WITH SAID CENTERLINE OF
GIFFORD ROAD; THENCE SOUTH 00 DEGREES 41 MINUTES,05 SECONDS WEST, 15.58 FEET
ALONG SAID PARALLEL LINE; THENCE SOUTH 00 DEGREES 45 MINUTES 57 SECONDS
WEST, 573.16 FEET ALONG SAID PARALLEL LINE;THENCE SOUTH 89 DEGREES 26 MINUTES
23 SECONDS EAST, 834.87 FEET TO THE EAST LINE OF SAID NORTHEAST QUARTER OF
SECTION 30; THENCE SOUTH 00 DEGREES 06 MINUTES 39 SECONDS WEST (SOUTH 00
DEGREES 12 MINUTES 15 SECONDS EAST RECORD), 1226.64 FEET; THENCE NORTH 87
DEGREES 20 MINUTES 16 SECONDS WEST, 388.07 FEET (388.09 FEET RECORD); THENCE
SOUTH 00 DEGREES 45 MINUTES 57 SECONDS WEST, 596.39 FEET; THENCE SOUTH 87
DEGREES 20 MINUTES 16 SECONDS EAST,394.90 FEET(394.92 FEET RECORD)TO SAID EAST
LINE OF SAID NORTHEAST QUARTER OF SECTION 30; THENCE SOUTH 00 DEGREES 06
MINUTES 39 SECONDS WEST, 829.97 FEET ALONG SAID EAST LINE OF SAID NORTHEAST
QUARTER AND THE SOUTHEAST QUARTER OF SECTION 30 TO THE POINT OF BEGINNING;
EXCEPT THAT PART DESCRIBED AS FOLLOWS: COMMENCING AT THE INTERSECTION OF
THE NORTH RIGHT OF WAY LINE OF THE CHICAGO,MILWAUKEE, ST. PAUL AND PACIFIC
RAILROAD AND THE WEST LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY, PER
DOCUMENT NUMBER 9899344 AND 9929391; THENCE NORTH 62 DEGREES 45 MINUTES 34
SECONDS WEST, ALONG SAID NORTHERLY RIGHT OF WAY OF THE CHICAGO,
MILWAUKEE, ST. PAUL AND PACIFIC RAILROAD, A DISTANCE OF 2069.93 FEET, TO THE
CENTER LINE OF GIFFORD ROAD; THENCE NORTH 00 DEGREES 45 MINUTES 57 SECONDS
EAST, ALONG SAID CENTER LINE OF GIFFORD ROAD,A DISTANCE OF 382.02 FEET;THENCE
SOUTH 89 DEGREES 14 MINUTES 03 SECONDS EAST, PERPENDICULAR TO THE LAST
DESCRIBED COURSE, A DISTANCE OF 33.00 FEET, TO THE POINT OF BEGINNING; THENCE
NORTH 00 DEGREES 45 MINUTES 57 SECONDS EAST, A DISTANCE OF 588,60 FEET ALONG
THE APPARENT EAST RIGHT OF WAY LINE OF GIFFORD ROAD; THENCE SOUTH 89
DEGREES 14 MINUTES 03 SECONDS EAST,A DISTANCE OF 712.48 FEET TO A LINE 66.00 FEET
WEST OF AND PARALLEL TO THE WEST LINE OF PROPERTY CONVEYED TO WASTE
MANAGEMENT OF ILLINOIS,INC.BY DEED DOCUMENT 0600443210 RECORDED JANUARY 4,
2006; THENCE SOUTH 0 DEGREES 45 MINUTES 57 SECONDS WEST, A DISTANCE OF 728.88
FEET ALONG SAID PARALLEL LINE;THENCE NORTH 87 DEGREES 20 MINUTES 16 SECONDS
WEST, A DISTANCE OF 36,57 FEET; THENCE NORTH 49 DEGREES 39 MINUTES 46 SECONDS
WEST, A DISTANCE OF 114.26 FEET;THENCE NORTH 84 DEGREES 31 MINUTES 54 SECONDS
WEST, A DISTANCE OF 570.85 FEET;THENCE NORTH 43 DEGREES 24 MINUTES 12 SECONDS
WEST, A DISTANCE OF 27.17 FEET TO THE POINT OF BEGINNING, IN COOK COUNTY,
ILLINOIS.
TRACT 5 LEGAL DESCRIPTION:
THAT PART OF LOTS 1, 2 AND 4 IN COUNTY CLERK'S DIVISION OF THE WEST HALF OF
SECTION 29, TOWNSHIP 41 NORTH, RANGE 9, EAST OF THE THIRD PRINCIPAL MERIDIAN,
DESCRIBED AS FOLLOWS: BEGINNING AT THE INTERSECTION OF THE NORTH RIGHT OF
WAY LINE OF THE CHICAGO, MILWAUKEE, ST, PAUL AND PACIFIC RAILROAD WITH THE
WEST RIGHT OF WAY LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY; THENCE
NORTH 62 DEGREES 45 MINUTES 34 SECONDS WEST, ALONG SAID RAILROAD RIGHT OF
WAY, 711.86 FEET (710.76 FEET RECORD); THENCE NORTH 00 DEGREES 06 MINUTES 39
SECONDS EAST, 829.97 FEET ALONG THE WEST LINE OF THE SOUTHWEST QUARTER AND
NORTHWEST QUARTER OF SAID SECTION 29; THENCE SOUTH 87 DEGREES 20 MINUTES 16
SECONDS EAST, 661.55 FEET; THENCE NORTH 08 DEGREES 23 MINUTES 10 SECONDS EAST,
599.05 FEET; THENCE NORTH 87 DEGREES 20 MINUTES 16 SECONDS WEST, 747.86 FEET TO
THE WEST LINE OF SAID NORTHWEST QUARTER OF SECTION 29; THENCE NORTH 00
DEGREES 06 MINUTES 39 SECONDS EAST (NORTH 00 DEGREES 12 MINUTES 15 SECONDS
EAST RECORD), 1266.64 FEET ALONG SAID WEST LINE OF THE NORTHWEST QUARTER OF
SECTION 29; THENCE SOUTH 89 DEGREES 26 MINUTES 23 SECONDS EAST, 866.57 FEET;
THENCE NORTH 02 DEGREES 55 MINUTES 35 SECONDS EAST, 653.56 FEET TO THE NORTH
LINE OF SAID NORTHWEST QUARTER OF SECTION 29; THENCE NORTH 88 DEGREES 39
MINUTES 39 SECONDS EAST (NORTH 88 DEGREES 20 MINUTES 45 SECONDS EAST), 171.80
FEET, ALONG SAID NORTH LINE OF THE NORTHWEST QUARTER OF SECTION 29 TO SAID
WEST RIGHT OF WAY LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY; THENCE
SOUTH 05 DEGREES 57 MINUTES 54 SECONDS WEST,728.86 FEET ALONG SAID WEST RIGHT
OF WAY LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY; THENCE SOUTH 08
DEGREES 23 MINUTES 10 SECONDS WEST,2515.42 FEET ALONG SAID WEST RIGHT OF WAY
LINE OF THE COMMONWEALTH EDISON RIGHT OF WAY; THENCE SOUTH 00 DEGREES 10
MINUTES 09 SECONDS WEST, 453.90 FEET ALONG SAID WEST RIGHT OF WAY LINE OF THE
COMMONWEALTH EDISON RIGHT OF WAY TO THE POINT OF BEGINNING, IN COOK
COUNTY,ILLINOIS.
TRACT 6 LEGAL DESCRIPTION:
THAT PART OF LOTS 1, 2 AND 4 IN COUNTY CLERK'S DIVISION OF THE WEST HALF OF
SECTION 29, TOWNSHIP 41 NORTH, RANGE 9, EAST OF THE THIRD PRINCIPAL MERIDIAN,
DESCRIBED AS FOLLOWS: COMMENCING AT THE NORTHEAST CORNER OF THE
NORTHWEST 1/4 OF SAID SECTION 29; THENCE NORTH 88 DEGREES 39 MINUTES 37
SECONDS EAST(NORTH 88 DEGREES 54 MINUTES 06 SECONDS EAST RECORD)ALONG THE
NORTH LINE OF SAID SECTION 29, 31.15 FEET (29.89 FEET RECORD) TO THE WESTERLY
RIGHT OF WAY LINE OF THE ELGIN, JOLIET AND EASTERN RAILWAY COMPANY; THENCE
NORTH 09 DEGREES 03 MINUTES 00 SECONDS EAST(NORTH 09 DEGREES 15 MINUTES EAST
RECORD)ALONG SAID WESTERLY RIGHT OF WAY LINE, 381.80 FEET TO THE CENTER LINE
OF THE OLD ROAD(FOR A POINT HEREINAFTER KNOWN AS POINT A); THENCE NORTH 69
DEGREES 42 MINUTES 53 SECONDS WEST (NORTH 69 DEGREES 27 MINUTES 30 SECONDS
WEST RECORD) ALONG SAID CENTER LINE, 815.99 FEET TO THE NORTH EAST CORNER OF
LAND DEDICATED FOR PUBLIC HIGHWAY PURPOSES; THENCE SOUTH 17 DEGREES 09
MINUTES 20 SECONDS WEST (SOUTH 17 DEGREES 24 MINUTES 43 SECONDS WEST
RECORD), 65.00 FEET TO A POINT 98.00 FEET SOUTHERLY OF THE CENTER LINE OF THE
EXISTING U.S. ROUTE 20(AS MEASURED AT RIGHT ANGLES THERETO); THENCE NORTH 72
DEGREES 50 MINUTES 39 SECONDS WEST (NORTH 72 DEGREES 35 MINUTES 16 SECONDS
WEST RECORD) ALONG THE SOUTHERLY LINE OF SAID DEDICATED LAND, 108.74 FEET
(109.0 FEET DEED);THENCE SOUTH 80 DEGREES 25 MINUTES 28 SECONDS WEST(SOUTH 80
DEGREES 40 MINUTES 50 SECONDS WEST RECORD)ALONG SAID SOUTHERLY LINE, 176.92
FEET (177.40 FEET DEED); THENCE SOUTH 67 DEGREES 56 MINUTES 14 SECONDS WEST
(SOUTH 67 DEGREES 45 MINUTES 28 SECONDS WEST RECORD) A CHORD DISTANCE OF
354.29 FEET (353.95 FEET RECORD), (SAID CHORD BEING PART OF A CURVE HAVING A
RADIUS OF 272.00 FEET AND AN ARC DISTANCE OF 385.84 FEET (385.38 FEET RECORD)
WHICH IS THE SOUTHERLY LINE OF SAID DEDICATED PROPERTY) TO A POINT
HEREINAFTER KNOWN AS POINT B ON THE.EASTERLY LINE OF COMMONWEALTH EDISON
COMPANY PROPERTY, SAID LINE BEING 40.0 FEET EASTERLY OF AND PARALLEL TO A
LINE DEFINED AS THE EASTERLY LINE IN DOCUMENTS 9899344 AND 9929391; THENCE
SOUTH 05 DEGREES 46 MINUTES 42 SECONDS WEST (SOUTH 05 DEGREES 57 MINUTES 15
SECONDS WEST RECORD)ALONG SAID COMMONWEALTH EDISON PROPERTY,363.69 FEET
(362.82 FEET RECORD) TO AN ANGLE POINT; THENCE SOUTH 08 DEGREES 17 MINUTES 38
SECONDS WEST (SOUTH 08 DEGREES 24 MINUTES 57 SECONDS WEST RECORD) ALONG
SAID EASTERLY LINE OF COMMONWEALTH EDISON PROPERTY, 139.50 FEET (139.49 FEET
RECORD) TO THE NORTH LINE OF THE NORTHWEST QUARTER OF SAID SECTION 29 AND
ALSO BEING THE POINT OF BEGINNING; THENCE NORTH 88 DEGREES 39 MINUTES 39
SECONDS EAST, 304.29 FEET TO A LINE 300.00 FEET EAST OF AND PARALLEL WITH SAID
EASTERLY LINE OF COMMONWEALTH EDISON COMPANY PROPERTY; THENCE SOUTH 08 .
DEGREES 17 MINUTES 38 SECONDS WEST (SOUTH 08 DEGREES 24 MINUTES 57 SECONDS
WEST RECORD), 33.25 FEET ALONG SAID PARALLEL LINE; THENCE SOUTH 77 DEGREES 03
MINUTES 59 SECONDS EAST, 45.75 FEET; THENCE SOUTH 08 DEGREES 16 MINUTES 15
SECONDS WEST, 1033.25 FEET;THENCE SOUTH 77 DEGREES 03 MINUTES 59 SECONDS EAST,
1008.39 FEET TO THE WESTERLY LINE OF THE AFORESAID ELGIN, JOLIET AND EASTERN
RAILWAY COMPANY;THENCE SOUTH 09 DEGREES 03 MINUTES 00 SECONDS WEST,ALONG
SAID WESTERLY LINE OF THE ELGIN, JOLIET AND EASTERN RAILWAY COMPANY, 2542.61
l
FEET TO A POINT 580.23 FEET NORTHERLY OF THE NORTH RIGHT OF WAY LINE OF THE
CHICAGO, MILWAUKEE, ST. PAUL AND PACIFIC RAILROAD AS MEASURED ALONG SAID
WESTERLY LINE OF THE ELGIN, JOLIET AND EASTERN RAILWAY COMPANY; THENCE
NORTH 77 DEGREES 03 MINUTES 59 SECONDS WEST, 1285.10 FEET TO SAID EASTERLY LINE
OF COMMONWEALTH EDISON PROPERTY; THENCE NORTH 00 DEGREES 20 MINUTES 30
SECONDS EAST,265.03 FEET; THENCE NORTH 08 DEGREES 17 MINUTES 38 SECONDS EAST,
3276,81 FEET ALONG SAID EASTERLY LINE OF COMMONWEALTH EDISON PROPERTY TO
THE POINT OF BEGINNING,IN COOK COUNTY,ILLINOIS.
TRACT 7 LEGAL DESCRIPTION:
THAT PART OF SECTION 30, TOWNSHIP 41 NORTH, RANGE 9, EAST OF THE THIRD
PRINCIPAL MERIDIAN DESCRIBED AS FOLLOWS: COMMENCING AT A POINT OF
INTERSECTION OF THE NORTH LINE OF THE SOUTH 1500 FEET OF SAID SECTION 30 AND
THE CENTERLINE OF GIFFORD ROAD; THENCE NORTH 01 DEGREES 35 MINUTES 54
SECONDS EAST, A DISTANCE OF 886.52 FEET, ALONG SAID CENTERLINE OF GIFFORD
ROAD TO THE POINT OF BEGINNING; THENCE NORTH 01 DEGREES 35 MINUTES 54
SECONDS EAST, A DISTANCE OF 186.35 FEET TO A POINT ON THE SOUTH RIGHT OF WAY
LINE OF THE CHICAGO, MILWAUKEE, ST. PAUL AND PACIFIC RAILROAD; THENCE
SOUTH 62 DEGREES 45 MINUTES 34 SECONDS EAST, A DISTANCE OF 1360.41 FEET TO A
POINT ON THE EAST LINE OF THE SOUTHEAST QUARTER OF SAID SECTION 30; THENCE
SOUTH 00 DEGREES 06 MINUTES 39 SECONDS WEST, A DISTANCE OF 64.84 FEET ALONG
SAID EAST LINE; THENCE NORTH 68 DEGREES 21 MINUTES 17 SECONDS WEST, A
DISTANCE OF 57.45 FEET; THENCE NORTHWESTERLY ALONG A CURVE, CONCAVE
NORTHEASTERLY, HAVING A RADIUS OF 985.00 FEET, AN ARC DISTANCE OF 96.19
FEET AND CHORD BEARING NORTH 65 DEGREES 33 MINUTES 25 SECONDS WEST; THENCE
NORTH 62 DEGREES 45 MINUTES 34 SECONDS WEST, A DISTANCE OF 167.45 FEET ALONG
A LINE PARALLEL WITH SAID SOUTH RIGHT OF WAY LINE; THENCE NORTHWESTERLY
ALONG A CURVE, CONCAVE NORTHEASTERLY, HAVING A RADIUS OF 590.00 FEET, AN
ARC DISTANCE OF 58.95 FEET AND CHORD BEARING NORTH 59 DEGREES 53 MINUTES 49
SECONDS WEST; THENCE NORTH 57 DEGREES 02 MINUTES 04 SECONDS WEST, A
DISTANCE OF 110.85 FEET; THENCE NORTH 62 DEGREES 45 MINUTES 34 SECONDS WEST, A
DISTANCE OF 317.54 FEET ALONG A LINE PARALLEL WITH SAID SOUTH RIGHT OF WAY
LINE; THENCE NORTHWESTERLY ALONG A CURVE,CONCAVE SOUTHWESTERLY, HAVING
A RADIUS OF 460.00 FEET,AN ARC DISTANCE OF 189.71 FEET AND CHORD BEARING NORTH
74 DEGREES 34 MINUTES 27 SECONDS WEST;THENCE NORTH 86 DEGREES 23 MINUTES 20
SECONDS WEST,A DISTANCE OF 85.70 FEET;THENCE NORTHWESTERLY ALONG A CURVE,
CONCAVE NORTHEASTERLY, HAVING A RADIUS OF 490.00 FEET,AN ARC DISTANCE OF
202.08 FEET AND CHORD BEARING NORTH 74 DEGREES 34 MINUTES 27 SECONDS WEST;
THENCE NORTH 62 DEGREES 45 MINUTES 34 SECONDS WEST, A DISTANCE OF 42.68 FEET
ALONG A LINE PARALLEL WITH SAID SOUTH RIGHT OF WAY LINE, TO THE POINT OF
BEGINNING,IN COOK COUNTY,ILLINOIS.
TRACT 8 LEGAL DESCRIPTION:
THAT PART OF THE EAST 1/2 OF THE SOUTHEAST 1/4 OF SECTION 30,TOWNSHIP 41 NORTH,
RANGE 9 EAST OF THE THIRD PRINCIPAL MERIDIAN, IN COOK COUNTY, ILLINOIS, LYING
EAST OF THE CENTERLINE OF GIFFORD ROAD, SOUTHWESTERLY OF THE RIGHT OF WAY
OF THE CHICAGO, MILWAUKEE, ST. PAUL AND PACIFIC RAILWAY, AND NORTH OF THE
CENTER LINE OF SPAULDING ROAD, EXCEPT THAT PART DESCRIBED AS FOLLOWS:
BEGINNING AT A RAILROAD SPIKE IN CONCRETE(SAID RAILROAD SPIKE BEING ON THE
EAST LINE OF SAID SOUTHEAST 114 112.22 FEET SOUTH OF THE INTERSECTION OF SAID
EAST LINE WITH THE SOUTHERLY RIGHT OF WAY LINE OF THE CHICAGO, MILWAUKEE,
ST. PAUL AND PACIFIC RAILROAD COMPANY); THENCE SOUTH 0 DEGREES ALONG THE
EAST LINE OF SAID SOUTHEAST 1/4, 1182.07 FEET TO THE CENTER LINE OF SPAULDING
ROAD; THENCE NORTH 88 DEGREES 28 MINUTES 06 SECONDS WEST ALONG SAID CENTER
LINE 1273.35 FEET TO THE CENTER LINE OF GIFFORD ROAD;THENCE NORTH 01 DEGREE
47 MINUTES 34 SECONDS EAST ALONG SAID CENTER LINE 1168.49 FEET;THENCE SOUTH
89 DEGREES 33 MINUTES 23 SECONDS EAST 1236.38 FEET TO A POINT 10.31 FEET NORTH
OF THE POINT OF BEGINNING (AS MEASURED ALONG SAID EAST LINE OF SOUTHEAST
1/4); THENCE SOUTH 0 DEGREES ALONG SAID EAST LINE 10.31 FEET TO THE POINT OF
BEGINNING, IN COOK COUNTY, ILLINOIS. ALSO EXCEPT THAT PART DESCRIBED AS
FOLLOWS: COMMENCING AT A POINT OF INTERSECTION OF THE NORTH LINE OF THE
SOUTH 1500 FEET OF SAID SECTION 30 AND THE CENTERLINE OF GIFFORD ROAD; THENCE
NORTH 01 DEGREES 35 MINUTES 54 SECONDS EAST, A DISTANCE OF 886.52 FEET, ALONG
SAID CENTERLINE OF GIFFORD ROAD TO THE POINT OF BEGINNING; THENCE NORTH 01
DEGREES 35 MINUTES 54 SECONDS EAST,A DISTANCE OF 186.35 FEET TO A POINT ON THE
SOUTH RIGHT OF WAY LINE OF THE CHICAGO, MILWAUKEE, ST. PAUL AND PACIFIC
RAILROAD; THENCE SOUTH 62 DEGREES 45 MINUTES 34 SECONDS EAST,A DISTANCE OF
1360.41 FEET TO A POINT ON THE EAST LINE OF THE SOUTHEAST QUARTER OF SAID
SECTION 30;THENCE SOUTH 00 DEGREES 06 MINUTES 39 SECONDS WEST,A DISTANCE OF
64.84 FEET ALONG SAID EAST LINE;THENCE NORTH 68 DEGREES 21 MINUTES 17 SECONDS
WEST, A DISTANCE OF 57.45 FEET; THENCE NORTHWESTERLY ALONG A CURVE,
CONCAVE NORTHEASTERLY, HAVING A RADIUS OF 985.00 FEET, AN ARC DISTANCE
OF 96.19 FEET AND CHORD BEARING NORTH 65 DEGREES 33 MINUTES 25 SECONDS WEST;
THENCE NORTH 62 DEGREES 45 MINUTES 34 SECONDS WEST, A DISTANCE OF 167.45 FEET
ALONG A LINE PARALLEL WITH SAID SOUTH RIGHT OF WAY LINE; THENCE
NORTHWESTERLY ALONG A CURVE, CONCAVE NORTHEASTERLY, HAVING A RADIUS OF
590.00 FEET, AN ARC DISTANCE OF 58.95 FEET AND CHORD BEARING NORTH 59 DEGREES
53 MINUTES 49 SECONDS WEST;THENCE NORTH 57 DEGREES 02 MINUTES 04 SECONDS
WEST,A DISTANCE OF 110.85 FEET;THENCE NORTH 62 DEGREES 45 MINUTES 34 SECONDS
WEST,A DISTANCE OF 317.54 FEET ALONG A LINE PARALLEL WITH SAID SOUTH RIGHT OF
WAY LINE; THENCE NORTHWESTERLY ALONG A CURVE, CONCAVE SOUTHWESTERLY,
HAVING A RADIUS OF 460.00 FEET, AN ARC DISTANCE OF 189.71 FEET AND CHORD
BEARING NORTH 74 DEGREES 34 MINUTES 27 SECONDS WEST;. THENCE NORTH 86
DEGREES 23 MINUTES 20 SECONDS WEST, A DISTANCE OF 85.70 FEET; THENCE
NORTHWESTERLY ALONG A CURVE, CONCAVE NORTHEASTERLY, HAVING A RADIUS
OF 490.00 FEET, AN ARC DISTANCE OF 202.08 FEET AND CHORD BEARING NORTH 74
DEGREES 34 MINUTES 27 SECONDS WEST; THENCE NORTH 62 DEGREES 45 MINUTES 34
SECONDS WEST, A DISTANCE OF 42.68 FEET ALONG A LINE PARALLEL WITH SAID SOUTH
RIGHT OF WAY LINE,TO THE POINT OF BEGINNING,IN COOK COUNTY,ILLINOIS.
TRACT 9 LEGAL DESCRIPTION:
LOTS 1 AND OUTLOT A 1N GRABER SUBDIVISION, BEING A SUBDIVISION OF PART OF THE
EAST HALF OF THE SOUTHEAST QUARTER OF SECTION 30,TOWNSHIP 41 NORTH,RANGE 9,
EAST OF THE THIRD PRINCIPAL MERIDIAN, ACCORDING TO THE PLAT THEREOF
RECORDED DECEMBER 29, 2009 AS DOCUMENT NO. 0936316047, IN COOK COUNTY,
ILLINOIS.
N:\bluffcity\883\Survey\Elgin TIF Exhibit\Exhibit B-2 Legal Desc 4-06.1 I.doc
EXHIBIT C
NOTE ORDINANCE
AN ORDINANCE of the City of Elgin, Kane and Cook Counties,
Illinois, providing for the issuance of a not to exceed $13,500,000
Junior Lien Limited Revenue Note (Bluff City Quarry Project), and
a not to exceed $8,100,000 Subordinate Lien Limited Revenue
Note (Bluff City Quarry Project), and pledging certain incremental
property tax revenues to the payment thereof.
WHEREAS, by proceedings spread in full upon the records of the City of Elgin, Kane and
Cook Counties, Illinois (the "City"),pursuant to the provisions of the Illinois Municipal Code, as
amended, including therein specifically the Tax Increment Allocation Redevelopment Act, as
supplemented and amended (the "TIF Act"), and particularly as supplemented by the Local
Government Debt Reform Act, as amended, and the other Omnibus Bond.Acts, as amended, and
as further supplemented and, where necessary, superseded, by Section 6 of Article VII of the
1970 Constitution of the State of Illinois (collectively, the "Act"), the City Council of the City
(the "Corporate Authorities") has heretofore proceeded, and does hereby determine,as follows:
A. On September 10, 2008, the Corporate Authorities adopted Resolution 08-
216 authorizing the undertaking of a feasibility study on the designation of a proposed
redevelopment project area within the City to be generally bounded by the frontage
properties north of Bluff City Boulevard on the north (extending west to St. Charles
Street), Gifford Road on the west, Spaulding Road on the south and the EJ & E railroad
right-of-way and the Copart facility to the east (the "Proposed Bluff City/Quarry
Redevelopment Area")and located in The Counties of Kane and of Cook, Illinois.
B. On May 11, 2011,the Corporate Authorities adopted Ordinance Number S4-
11, approving a redevelopment plan (the "Bluff City Quarry Redevelopment Plan") and
redevelopment project (the "Bluff City Quarry Redevelopment Project") under the TIF
Act with respect to the Proposed Bluff City/Quarry Redevelopment Area, as described in
Exhibit A to said ordinance and attached hereto as Exhibit A, to be known as the Bluff
City Quarry TIF Redevelopment Project Area(the "Redevelopment Project Area").
C. On May 11, 2011, the Corporate Authorities adopted Ordinance Number S5-
11, designating the Redevelopment Project Area a redevelopment project area under the
TIF Act.
D. On May 11, 2011, the Corporate Authorities adopted Ordinance Number S6-
11, adopting the tax increment financing provisions of the TIF Act and creating the "Bluff
3001136 0400
2188126F1ginpmc/6/5/12 Exhibit C
City Quarry TIF Redevelopment Project Area Special Tax Allocation Fund" (the "Special
Tax Allocation Fund") in connection therewith.
E. On 2012, pursuant to the home rule powers of the City and as
authorized by the TIF Act, the Corporate Authorities adopted Ordinance Number ,
authorizing the execution of that certain Redevelopment and Financing Agreement
among the City, Gifford 300, LLC, an Illinois limited liability company (defined therein
as the "Owner"), and Bluff City Materials, Inc.,an Illinois corporation(the "Developer")
(the "Redevelopment Agreement").
F. Pursuant to the Redevelopment Agreement the Developer has agreed to
undertake a portion of the Bluff City Redevelopment Project, including, but not limited
to, site preparation and remediation on a portion (said portion being the "Subject
Property" as defined in the Redevelopment Agreement and as legally described in Exhibit
B-2 attached to the Redevelopment Agreement) of the real property located within the
Redevelopment Project Area and the construction and installation on the Subject Property
of extensions and improvements to the capital infrastructure systems of the City (as
defined in the Redevelopment Agreement, the "Horizontal Redevelopment'), all as
provided for and specified in the Redevelopment Agreement.
G. As provided in the Redevelopment Agreement, the Corporate Authorities
have heretofore and it hereby is determined that it is advisable, necessary and in the best
interests of the City, its residents and the taxing districts affected by the Bluff City
Redevelopment Plan and the Bluff City Redevelopment Project that those certain costs of
the Horizontal Redevelopment which are eligible for payment or reimbursement by the
City as approved in the Bluff City Redevelopment Plan for the Bluff City Redevelopment
Project and as authorized by the TIF Act (being those costs, collectively, which are
defined in the Redevelopment Agreement as the "Gifford 300 TIF-Eligible Costs")
together with all appurtenances, professional, financial, engineering, legal, financial,
banking, advisory and other related costs (said portion of the redevelopment project costs
contemplated for the Bluff City Redevelopment Project being, collectively, the
"2012 Public Redevelopment Projects'),now be paid or incurred.
H. Pursuant to the Redevelopment Agreement the City has heretofore and it is
hereby expressly agreed that all of the costs for which the City shall pay or reimburse
Developer shall constitute eligible "redevelopment project costs" under the TIF Act and
have heretofore been approved by the Corporate Authorities in the Bluff City
Redevelopment Plan.
1. All of the costs of the 2012 Public Redevelopment Projects constitute
eligible "redevelopment project costs" under the TIF Act and have been heretofore
approved in the Bluff City Redevelopment Plan.
J. There are insufficient funds of the City on hand and lawfully available to
pay or reimburse the costs of the 2012 Public Redevelopment Projects,and it is necessary
and desirable that the City issue its junior lien tax increment allocation revenue note (the
-2-
hereinafter defined "2012A Note") and place in irrevocable escrow its subordinate lien
tax increment allocation revenue note (the hereinafter defined "Subordinate Note") as
authorized by the Act to provide for the payment or the reimbursement of the costs of the
2012 Public Redevelopment Projects.
K. The Redevelopment Agreement sets forth certain provisions and agreements
relating to the terms of such Notes, which provisions and agreements are hereby
incorporated herein by this reference.
Now, THEREFORE, Be It and It Hereby is Ordained by the City Council of the City of
Elgin, Kane and Cook Counties, Illinois, in the exercise of its home rule powers, as follows:
Section 1. Definitions. A. The following words and terms used in this Ordinance are
defined in the preambles hereto:
Act
Bluff City Quarry Redevelopment Plan
Bluff City Quarry Redevelopment Project
City
Corporate Authorities
Developer
Gifford 300 TIF-Eligible Costs
Horizontal Redevelopment
Owner
Proposed Bluff City Quarry Redevelopment Area
2012 Public Redevelopment Projects
Redevelopment Agreement
Redevelopment Project Area
Special Tax Allocation Fund
TIF Act
-3-
B. The following words and terms used in this Ordinance shall have the following
meanings unless the context or use indicates another or different meaning:
"Accounting" means the annual accounting required under Section 7.B. of this
Ordinance.
"Authorized Rate"means the rate of interest borne by a Note.
"Bond Counsel" means Chapman and Cutler LLP or, in the event Chapman and Cutler
LLP is unwilling or unable to render an opinion or take an action required hereunder, shall mean
another firm of attorneys chosen by the City and nationally recognized as having expertise in
Tax-exempt financing.
"Bond Ordinance" means any ordinance hereafter adopted by the Corporate Authorities
and authorizing the issuance of Senior Lien Bonds or Junior Lien Bonds. Any Bond Ordinance
may further authorize the execution of a relevant Indenture.
"Business Day" means any day other than a Saturday, Sunday or day on which banks in
the City of Chicago, Illinois, are required or authorized to close.
"Code" means the Internal Revenue Code of 1986, as amended.
"Corporate Authorities"means the City Council of the City.
"Counties" means The Counties of Kane and of Cook, Illinois.
"County Clerks" means the respective Count Clerks of The County of Kane Illinois
P Y tY
and of The County of Cook, Illinois.
"Current Interest"means interest when due.
"Deferred Accrued Interest" means accrued interest recorded by the Note Registrar as
deferred and unpaid.
"Designated Officer"means the Mayor, Treasurer, Administrator or Clerk of the City, or
any two of them acting together, and successors or assigns.
"Escrowee" means, for the Subordinate Note, the City Treasurer and successors or
assigns.
"Final Maturity" is defined in Section 3 of this Ordinance. The Pay-As-You-Go
Y
Requirement shall remain in place after the Final Maturity, all as provided in the Redevelopment
Agreement.
-4-
"Final Report" means the final report provided by an underwriter or an Independent
consultant having a national reputation for expertise in redevelopment financing and chosen by
the City to the effect that the Pledged Moneys are reasonably estimated to be sufficient to pay all
principal of and interest, whether at Stated Maturity, by mandatory redemption or otherwise, on
(i) the outstanding 2012A Note, if any, and (ii)the Subordinate Note in the principal amount of
not to exceed $8,100,000 or such smaller amount as may be determined in accordance with
(Section 5C of)the Redevelopment Agreement.
"Government Securities" means bonds, notes, certificates of indebtedness, treasury bills
or other securities constituting direct obligations of the United States of America and all
securities or obligations, the prompt payment of principal and interest of which is guaranteed by
a pledge of the full faith and credit of the United States of America.
"Incremental Property Taxes" means the ad valorem taxes, if any, arising from the tax
levies upon taxable real property in the Redevelopment Project Area by any and all taxing
districts or municipal corporations having the power to tax real property in the Redevelopment
Project Area, which taxes are attributable to the increase in the then current equalized assessed
valuation of each taxable lot, block, tract or parcel of real property in the Redevelopment Project
Area over and above the Total Initial Equalized Assessed Value of each such piece of property,
all as determined by the County Clerks,in accord with Section 11-74.4-9 of the TIF Act.
"Indenture"means any indenture of trust or other trust agreement hereinafter executed by
the City and an institution having trust capacity and relating to the use of the Special Tax
Allocation Fund and/or the issuance of obligations secured by the Incremental Property Taxes or
any portion of the Incremental Property Taxes.
"Independent" when used with respect to any specified person means such person who is
in fact independent and is not connected with the City as an officer, employee, underwriter, or
person performing a similar function. Whenever it is herein provided that the opinion or report
of any Independent person shall be furnished, such person shall be appointed by the City, and
such opinion or report shall state that the signer has read this definition and that the signer is
Independent within the meaning hereof.
"Interest Payment Date"means a Stated Maturity of interest on a Note.
"Interest Requirement" means for any Note Year the aggregate amount of first, Deferred
Accrued Interest then due, and next, the Current Interest on the Note having a Stated Maturity
during such Note Year.
"Junior Lien Bond and Interest Subaccount"means the fund provided for in Section 7-B.
of this Ordinance and any fund so referred to in a Bond Ordinance or any Indenture authorizing
the issuance of a Series of Senior Lien Bonds.
"Junior Lien Bonds" means any Series of Bonds defined as "Junior Lien Bonds" in any
Bond Ordinance or Indenture.
-5-
"Junior Lien Debt Service Reserve Subaccount" means the fund provided for in Section
7.13. of this Ordinance and any fund so referred to in a Bond Ordinance or Indenture authorizing
the issuance of a Series of Junior Lien Bonds.
"Junior Lien Debt .Service Reserve Requirement" means an amount equal to the
aggregate of each Debt Service Reserve Requirement as defined in any Bond Ordinance or
Indenture authorizing the issuance of a Series of Junior Lien Bonds.
"Limited Incremental Property Taxes" means eighty percent (80.00%) of each
distribution of Incremental Property Taxes collected with respect to the Subject Property.
"Municipal Portion" means that portion of the Incremental Property Taxes not pledged.
under this Ordinance to the payment of principal of and applicable premium and interest on the
Note, to-wit: twenty percent(20.0%) of each distribution of Incremental Property Taxes collected
with respect to the Subject Property.
"2012A Note" means the not to exceed $13,500,000 Junior Lien Limited Revenue Note
(Bluff City Quarry Project), Series 2012A, authorized under this Ordinance.
"Notes"means, collectively,the 2012A Note and the Subordinate Note.
".Noteholder"means a registered owner of a Note.
"Note Funds" means, collectively, the Series 2012A Junior Note Fund and the Gifford
300 Subordinate Note Fund created hereunder in the General Subaccount of the Sub-STAF
Gifford 300 Account of the Special Tax Allocation Fund.
"Note Register"means the books for the registration and transfer of the Notes.
"Note Registrar" means the City Treasurer, as paying agent and note registrar hereunder,
and successors and assigns.
"Note Year" means that twelve-calendar month period beginning on January 1 of any
calendar year and ending on December 31 of that calendar year.
"Ordinance" means this ordinance as originally adopted and as the same may from time
to time be amended or supplemented in accordance with the terms hereof.
"Outstanding" or "outstanding" means a Note or a Parity Note while outstanding and
unpaid; provided, however, such term shall not include any portion of a Note or a Parity Note
which (i) has matured and for which moneys are on deposit with the Paying Agent or an
institution having trust capacity, or are otherwise properly available, sufficient to pay all principal
and interest thereof, or (ii) the provision for payment of which has been made by the City by the
deposit in an irrevocable trust or escrow account of funds or Government Securities, the principal
of and interest on which will be sufficient to pay at Stated Maturity or as called for redemption
-6-
all of the principal of and interest and any applicable premium on such Note or Parity Note or a
portion thereof.
"Parity Notes" means any obligations issued by the City in the future on a parity with
and sharing ratably and equally in the Pledged Moneys with a Note.
"Pay-As-You-Go Requirement" means the obligation of the City under Section 7.P of the
Redevelopment Agreement to use Limited Incremental Property Taxes, if any, received in the
24th calendar year following the date of designation of the Redevelopment Project Area to pay
any then unpaid amount of principal of or interest on a Note to and including December 31,
2035.
"Paying Agent" means the City Treasurer, as paying agent and note registrar hereunder,
or successors and assigns.
"Pledged Moneys" means the Limited Incremental Property Taxes, but only on the lien
bases as provided in this Ordinance.
"Principal Payment Date"means a Stated Maturity of principal on a Note.
"Principal Requirement" means for any Note for any Note Year the aggregate principal
amount of such Note having a Stated Maturity during such Note Year.
"Private Business U.se" means any use of the 2012 Public Redevelopment Projects by
any person other than a state or local governmental unit, including as a result of(a) ownership,
(b) actual or beneficial use pursuant to a lease or a management, service, incentive payment,
research or output contract, or (c) any similar arrangement, agreement or understanding, whether
written or oral, except for use of the 2012 Public Redevelopment Projects on the same basis as
the general public."Private Business Use" includes any formal or informal arrangement with any
person other than a state or local governmental unit that conveys special legal entitlements to any
portion of the 2012 Public Redevelopment Projects that is available for use by the general public
or that conveys to any person other than a state or Iocal governmental unit any special economic
benefit with respect to any portion of the 2012 Redevelopment Projects that is not available for
use by the general public.
"Project" means the 2012 Public Redevelopment Projects.
"Quaiified Investments" means any investment permitted for the City under Illinois law.
"Record Date" means, for any Interest Payment Date, the 15th day (whether or not a
Business Day) of the calendar month next preceding such Interest Payment Date, or for any
redemption on other than an Interest Payment Date, the 15th day (whether or not a Business Day)
next preceding the date of redemption.
-7-
"Senior Lien Bond and Interest Subaccount" means the fund provided for in Section 7.13.
of this Ordinance and any fund so referred to in a Bond Ordinance or any Indenture authorizing
the issuance of a Series of Senior Lien Bonds.
"Senior Lien Bonds" mean any Series of Bonds defined as "Senior Lien Bonds" in any
Bond Ordinance or Indenture.
"Senior Lien Debt Service Reserve Subaccount" means the fund provided for in Section
7.B. of this Ordinance and any fund so referred to in a Bond Ordinance or Indenture authorizing
the issuance of a Series of Senior Lien Bonds.
"Senior Lien Debt Service Reserve Requirement" means an amount equal to the
aggregate of each Debt Service Reserve Requirement as defined in any Bond Ordinance or
Indenture authorizing the issuance of a Series of Senior Lien Bonds.
"Stated Maturity" when used with respect to a Note or any interest thereon means the
date specified in such Note as the fixed date on which the principal of such Note or such interest
is due and payable, whether by maturity, mandatory redemption, or otherwise. The Final
Maturity for any Note shall be the last Stated Maturity thereof.
"Sub-STAF Gifford 300 Account" means the fund of that name created in Section 7.B. of
this Ordinance.
"Sub-STAF Municipal Account" means the Sub-STAF Municipal Account hereinafter
created in the Special Tax Allocation Fund and held by the City Treasurer as hereinafter
provided.
"Subject Property" means that portion of the Redevelopment Project Area so defined in
the Redevelopment Agreement, being the 177.466 acres (more or less) of real property owned by
the Owner and legally described in Exhibit B attached to this Ordinance.
"Subordinate Note" means the not to exceed $8,100,000 Subordinate Lien Limited
Revenue Note (Bluff City Quarry Project), Series 20_, authorized under this Ordinance and to
be deposited with the Escrowee in an irrevocable escrow as hereinafter povided.
"Taxable" means, with reference to a Note, the status of the interest thereon as not Tax-
exempt.
"Taxable Rate" means a fixed rate percent per annum which is equal to the rate for 10-
year United States Treasury Bonds plus 300 basis points, determined as of the Dated Date of a
Note, provided, however, that the Taxable Rate shall be not less than six percent (6.00%) or
greater than nine percent(9.00%).
"Tax-exempt" means, with respect to the Notes, the status of interest paid and received
thereon as excludable from the gross income of the Noteholders under the Code for federal
income tax purposes.
-8-
"Tax-exempt Rate" means a fixed rate percent per annum which is equal to the BAA 20-
year GO Bond Index published by Reuter's Municipal Market Data, BAA Scale plus 150 basis
points, determined as of the Dated Date of a Note, provided, however,that the Tax-exempt Rate
shall be not less than six percent(6.00%)or greater than nine percent(9.00%).
"Tax Year" means the year for which an ad valorem tax levy is made by any and all
taxing districts or municipal corporations having the power to tax real property in the
Redevelopment Project Area. The 2012 Tax Year shall be that year during which ad valorem
taxes levied for the year 2012 (collectible in the year 2012) are extended and collected, and so on.
"Total Initial Equalized Assessed Value" means the total initial equalized assessed value
of the taxable real property within the Redevelopment Project Area determined by the County
Clerks, in accordance with the provisions of Section 11-74.4-9 of the TIF Act.
C. Unless the context otherwise requires or except as otherwise expressly provided:
(a) all accounting terns not otherwise defined herein have the meanings
assigned to them, and all computations herein provided for shall be made, in accordance
with generally accepted accounting principles for municipal enterprise funds;
(b) the terms defined in this Section or elsewhere in this Ordinance have the
meanings assigned to them and include the plural as well as the singular(or vice-versa);
(c) all references in this Ordinance to designated Sections and other
subdivisions are to the designated Sections and other subdivisions of this Ordinance as
originally adopted;
(d) the words "herein," "hereof," and "hereunder" and other words of similar
import refer to this ordinance as a whole and not to an particular Section or other
subdivision; and
(e) the table of contents preceding and headings in this Ordinance are for the
convenience of the reader and are not a part of this Ordinance.
Section 2. Findings. The Corporate Authorities hereby find that (i) the Bluff City
Redevelopment Plan and the Bluff City Redevelopment Project have been approved, (ii) the
Redevelopment Project Area has been designated, (iii) tax increment allocation financing has
been adopted., (iv) the Special Tax Allocation Fund has been established, (v) the form, terms and
provisions of Redevelopment Agreement have been approved, (vi) the Redevelopment
Agreement has been executed by the City, and (vii) the Notes have been authorized, all in
accordance with the provisions of the TIF Act. The Corporate Authorities hereby further find
-9-
that (viii) it is necessary and in the best interests of the City that the City cause the construction,
acquisition and installation of the 2012 Public Redevelopment Projects, (ix) to enable the City to
pay or reimburse the costs of the 2012 Public Redevelopment Projects, it is necessary and in the
best interests of the City to issue and deliver the 2012A Note and to authorize and deposit into an
irrevocable escrow the Subordinate Note, (x) the form, terms and provisions of the
Redevelopment Agreement are hereby ratified and confirmed, and (xi) each of said actions as
taken or contemplated by the City in connection therewith pertains to the government and affairs
of the City. These findings are hereby determined to be conclusive.
Section 3. Note Details. A. TERMS PERTAINING SPECIFICALLY TO THE
2012A NOTE. There shall be borrowed for and on behalf of the City the sum of not to exceed
$13,500,000 for the purposes aforesaid; a drawdown note of the City (the "2012A Note") shall
be issued in said amount and shall be designated "Junior Lien Limited Revenue Note (Bluff City
Quarry Project), Series 2012A." The 2012A Note shall be deemed issued and be dated the first
date on which the Outstanding Principal Amount equals not less than the sum of$50,000 (the
"Dated Date"). The "Outstanding Principal Amount" is that amount, not to exceed
$13,500,000, as provided herein, shown as advanced in even multiples of$1,000 from time to
time and received by the City for value, as is noted on the 2012A Note in the form of Advances
for Value thereon, less payments of principal. thereon. The 2012A Note shall also bear the date
of authentication, shall be in fully registered form, shall bear interest at a rate percent per annum
which is equal to the Tax-exempt Rate (computed on the basis of a 360-day year of twelve 30-
day months), which interest shall be payable in annual installments on January I of each year
(such dates being `Interest Payment Dates") until paid, commencing on the first January 1
which occurs following the Dated Date and on which there are any funds available in and on
deposit in the Series 2012A Junior Note Fund, and be a term note subject to mandatory
-10-
redemption prior to maturity as hereinafter provided, with a final installment of principal and
interest coming due at Final Maturity. "Final Maturity" means (A) the date on which the City
has made provision for or payment in full of all principal of and interest on the 2012A Note or
(B) the earlier to occur of (i) the date which is twenty (20) years after the Dated Date or (ii)
May 11, 2034.
B. TERMS APPLICABLE TO THE SUBORDINATE NOTE IN ESCROW. There shall be
borrowed for and on behalf of the City the sum of not to exceed $8,100,000 for the purposes
aforesaid. As provided in the Redevelopment Agreement, simultaneously with the issuance of
the 2012A Note, the City shall deliver the Subordinate Note to the Escrowee to be placed into
irrevocable escrow (such. Subordinate Note being the "Escrowed Subordinate Note"). The City
hereby expressly represents that its intent in authorizing the escrow of the Escrowed.Subordinate
Note is to assure compliance by the City with the terms of the Redevelopment Agreement
pertaining to the issuance of the Subordinate Note. Upon the receipt of the Final Report and not
sooner than the earlier of (i) the date which is seven years after the dated date of the
Redevelopment Agreement, or (ii) the date on which an initial Series of Bonds is issued by the
City pursuant to a Bond Ordinance, the Escrowee at the written direction of the City shall release
the Escrowed Subordinate Note from escrow and the Subordinate Note shall be issued in the
principal amount of not to exceed $8,100,000 or such smaller amount as may be determined in
accordance with (Section 5C of) the Redevelopment Agreement. The Subordinate Note shall be
designated "Subordinate Lien Limited Revenue Note, (Bluff City Quarry Project), Series 20_"
(such Series designation to be as the City Treasurer shall then deem appropriate). The
Subordinate Note shall be deemed issued and be dated the first date on which the Outstanding
Principal Amount equals not less than the sum of $50,000 (the "Dated Date"). The
"Outstanding Principal Amount" is that amount, not to exceed $8,100,000, as provided above,
-11-
shown as advanced in even multiples of$1,000 from time to time and received by the City for
value, as is noted on the Subordinate Note in the form of Advances for Value thereon, less
payments of principal thereon. The Subordinate Note shall also bear the date of authentication,
shall be in fully registered form, shall. bear interest at the Tax-exempt Rate (computed on the
basis of a 360-day year of twelve 30-day months), which interest shall be payable in annual
installments on January 1 of each year (such dates being "Interest Payment Dates") until paid,
commencing on the first January 1 which occurs following the Dated Date and on which there
are any funds available in and on deposit in the Gifford 300 Subordinate Note Fund, and be a
term note subject to mandatory redemption prior to maturity as hereinafter provided, with a final
installment of principal and interest coming due at Final. Maturity. "Final Maturity" means (A)
the date on which the City has made provision for or payment in full of all principal of and
interest on the Subordinate Note or (B) the earlier to occur of(i) the date which is twenty (20)
years after the Dated Date or(ii) May 11, 2034.
C. TERMS GENIRAU,Y APPLICABLE TO NOTES. Each Note shall bear interest from the
later of its Dated Date or from the most recent Interest Payment Date to which interest has been
paid or duly provided for, until the principal. amount of such Note is paid or duly provided for.
Interest when due ("Current Interest") shalI be paid as hereinafter provided from the
Series 2012A,Junior Note Fund or the Gifford 300 Subordinate Note Fund of the General
Subaccount of the Sub-STAF Gifford 300 Account of the Special Tax Allocation Fund, and if
funds on deposit therein and to the credit thereof are insufficient for such purpose, such failure to
pay shall not in and of itself constitute an event of default, but such interest shall thereupon be
recorded by the Note Registrar as Deferred. Accrued Interest ("Deferred Accrued Interest").
Deferred Accrued Interest shall itself not bear interest. The order of payment of interest on each
Note until Stated Maturity shall be first, Deferred Accrued Interest, second, Current Interest, and'
-12-
third, mandatory redemption of principal as hereinafter set forth. By acceptance of a Note, each
Noteholder accepts that there may be Deferred Accrued Interest on such Note, that is, that
Current Interest may not have been paid, without any special notation having been made upon the
Note itself. Deferred Accrued Interest shall be payable, prior to Final Maturity, only upon
Interest Payment Dates to the Noteholder otherwise entitled to Current Interest on the Interest
Payment Date that such Deferred Accrued Interest is paid.
Failure to pay when due any installment of Current Interest or any amount of Deferred
Accrued Interest or Outstanding Principal Amount of a Note due to insufficiency of the Pledged
Moneys, whether at Stated Maturity, Final Maturity or otherwise, shall in no event be deemed to
be an event of default on such Note. It is hereby expressly provided that in the event that there is
an insufficiency of Pledged Moneys to pay any amount of Deferred Accrued Interest, Current
Interest or Outstanding Principal Amount at Final Maturity, any such amount of Deferred
Accrued Interest, Current Interest or Outstanding Principal Amount shall be extinguished and
shall not be deemed to be owing and unpaid, it being the express intent of the City that each Note
and all obligations arising thereunder shall be fully released upon Final Maturity. It is hereby
further expressly provided that the Pay-As-You-Go Requirement set forth in the Redevelopment
Agreement shall survive the Final Maturity of a Note. Any payments made by the City pursuant
to said Pay-As-You-Go Requirement shall not be deemed to be payments of principal of or
interest on a Note but rather shall constitute satisfaction of the contractual requirements
thereupon imposed upon the City.
Interest on each Note shall be paid by check or draft of the City, payable upon
presentation thereof in lawful money of the United States of America, to the persons in whose
name the Note is registered at the close of business on the Record Date. Interest on each Note
may also be payable by wire transfer to any registered owner of such Note (as of the applicable
-13-
Record Date)holding an aggregate principal amount of$100,000 or more when such owner shall
have registered such wire transfer payment by written instructions satisfactory to the Note
Registrar at least 15 days prior to the applicable Record Date. The principal of each Note shall
be payable in lawful money of the United States of America upon presentation thereof at the
principal office maintained for the purpose by the Note Registrar, or at successor Note Registrar
and locality. If an Interest Payment Date is not a Business Day at the place of payment, then
payment may be made at that place on the next Business Day, and no interest shall accrue during
the intervening period.
Each Note shall have impressed or imprinted thereon the corporate seal or facsimile
thereof of the City and shall be signed by the manual or duly authorized facsimile signatures of
the Mayor and City Clerk of the City, as they shall determine, and in case any officer whose
signature shall appear on a Note shall cease to be such officer before the delivery thereof, such
signature shall nevertheless be valid and sufficient for all purposes, the same as if such officer
had remained in office until delivery.
In the event that a Note shall be signed by the duly authorized facsimile signatures of the
Mayor and City Clerk, such Note shall also have thereon a manually signed certificate of
authentication substantially in the form hereinafter set forth in EXHIBIT C, duly executed by an
authorized signatory of the Note Registrar as authenticating agent of the City (but it shall not be
necessary that the same signatory sign the certificate of authentication of each Note that may be
outstanding hereunder at any one time) and showing the date of authentication, and no Note shall
be valid or obligatory for any purpose or be entitled to any security or benefit under this
Ordinance unless and until such certificate of authentication shall have been duly executed by the
Note Registrar by manual signature. Such certificate of authentication upon a Note shall be
conclusive evidence that such Note has been authenticated and delivered under this Ordinance.
-14-
Upon authentication,the Note Registrar is hereby expressly authorized to deliver any Note issued
under this Ordinance to or upon the order of the holder of such Note.
Section 4. Mandatory Redemption; Prepayment.
(a) Mandatory Redemption. Each Note shall be issued as a term note and shall be
subject to mandatory redemption., by operation of the respective Note Fund, at a price of par plus
accrued interest without premium, on January 1 of the years and upon the terms as follows:
Whenever as of any Accounting there is on deposit in the respective Note Fund an amount in
excess of the amount required to pay the Interest Requirement(all Deferred Accrued Interest and
all Current Interest) on the respective Note for the Note Year commencing the subsequent
January 1, the Note Registrar shall make provision for the mandatory redemption of the
respective Note to the fullest extent practicable from such. excess, in amounts not less than
$1,000 of Outstanding Principal Amount. The Notes shall be mandatorily redeemed in the
amount of not less than $1,000 as aforesaid.
The City covenants that it will cause the Note Registrar to redeem the Notes pursuant to
the mandatory redemption required for the Notes. Proper provision for mandatory redemption
having been made, the City covenants that the Outstanding Principal Amount hereof to be
redeemed shall be payable as at Stated Maturity.
(b) Optional Redemption. Each Note shall also be subject to redemption at the option
of the City, in whole or in part, on any date, from any lawfully available monies, at a redemption
price of par plus accrued interest to the redemption date.
(c) Procedures for Redemption. For a mandatory redemption, the Note Registrar,
unless otherwise notified by the City, shall proceed on behalf of the City as its agent to provide
for the mandatory redemption of the Note without any further order or direction hereunder or
otherwise. For an optional redemption, the City shall, at least 45 days prior to any optional
-15-
redemption date (unless a shorter time shall be satisfactory to the Noteholder), notify the Note
Registrar of such redemption date and of the principal amount of the Note to be optionally
redeemed.
The Note Registrar shall promptly notify the City in writing of any scheduled redemption
and, in the case of any partial redemption, the principal amount thereof to be redeemed. Unless
waived by the Noteholder, notice of any mandatory or optional redemption shall be given by the
Note Registrar by mailing the redemption notice by registered or certified mail not Iess than
30 days and not more than 60 days prior to the date fixed for redemption to the Noteholder at the
address shown on the Note Register.
All official notices of redemption shall include at least the information as follows:
(1) the redemption date;
(2) the redemption price;
(3) if less than all of a Note of a Series is to be redeemed, the principal amount
of the Note to be redeemed;
(4) a statement that on the redemption date the redemption price will become
due and payable upon the Note or portion thereof called for redemption and that interest
thereon shall cease to accrue from and after said date; and
(5) the place where the Note is to be surrendered for payment of the redemption
price, which place of payment shall be the principal office maintained for the purpose by
the Note Registrar..
Unless moneys sufficient to pay the redemption price of the Note or amount thereof to be
redeemed shall have been received by the Note Registrar prior to the giving of such notice of
redemption, such notice may, at the option of the City, state that said redemption shall be
conditional upon the receipt of such moneys by the Note Registrar on or prior to the date fixed
-16-
for redemption. If such moneys are not received, such notice shall be of no force and effect, the
City shall not redeem such Note or amount thereof, and the Note Registrar shall give notice, in
the same manner in which the notice of redemption was given, that such moneys were not so
received and that the Note or such amount of the Note will not be redeemed.
Subject to the conditions of the immediately preceding paragraph, each Note or portion of
Note so to be redeemed shall, on the redemption date,become due and payable at the redemption
price therein specified, and from and after such date (unless the City shall default in the payment
of the redemption price) such Note or portion of such Note shall cease to bear interest.
Neither the failure to mail such redemption notice nor any defect in any notice so mailed
to any particular Noteholder shall affect the sufficiency of such notice with respect to any other
registered owners. Notice having been properly given, failure of a registered Noteholder to
receive such notice shall not be deemed to invalidate, limit or delay the effect of the notice or the
redemption action described in the notice. Such notice may be waived in writing by a registered
owner of a Note, either before or after the event, and such waiver shall be the equivalent of such
notice. Waivers of notice shall be filed with the Note Registrar, but such filing shall not be a
condition precedent to the validity of any action taken in reliance upon such waiver.
Upon surrender of a Note for redemption in accordance with said notice, such Note shall
be paid by the Note Registrar at the redemption price. Interest due on or prior to the redemption
date shall be payable as herein provided for payment of interest. Upon surrender for any partial
redemption of a Note, there shall be prepared for the Noteholder a new Note of the same Series
and the same maturity in the amount of the unpaid principal.
If a Note has been called for redemption and shall not be so paid upon surrender thereof
for redemption, the principal shall,until paid,bear interest from the redemption date.
-17-
Section 5. Registration of Note; Persons Treated as Owners. The City shall cause the
Note Register to be kept at the principal office maintained for the purpose by the Note Registrar,
which is hereby constituted and appointed the note registrar of the City. The City is authorized to
prepare, and the Note Registrar shall keep custody of, multiple Note blanks executed by the City
for use in the transfer and exchange of the Notes.
Upon surrender for transfer of a Note, duly endorsed by, or accompanied by a written
instrument or instruments of transfer in form satisfactory to the Note Registrar and duly executed
by, the Noteholder or his attorney duly authorized in writing, the City shall execute and the Note
Registrar shall authenticate, date and deliver in the name of the transferee or transferees a new
fully registered Note of the same Series and the same maturity for a like aggregate principal
amount. The execution by the City of any fully registered Note shall constitute full and due
authorization of such Note and the Note Registrar shall thereby be authorized to authenticate,
date and deliver such Note.
The person in whose name a Note shall be registered on the Note Register shall be
deemed and regarded as the absolute owner thereof for all purposes, and payment of the principal
of or interest on such Note shall be made only to or upon the order of the Noteholder thereof or
his legal representative. All such payments shall be valid and effectual to satisfy and discharge
the liability upon such Note to the extent of the sum or sums so paid.
No registered owner shall be charged a service charge for any transfer or exchange of a
Note, but the City may require payment of a sum sufficient to cover any tax or other
governmental charge that may be imposed in connection with any transfer or exchange of a Note
exchanged in. the case of the issuance of a new Note for the outstanding portion of a Note
surrendered for redemption.
-18-
Section 6. Forms of Notes. The Notes shall be in substantially the forms attached
hereto as EXHIBIT C.
Section 7, Security for the Notes; Operation of Special Tax Allocation Fund; Rebate
Fund.
A. Pledged .Moneys Pledged. The City hereby pledges the Pledged Moneys for the
purpose of providing funds required to pay the interest on the Notes as the same shall fall due
and to pay and discharge the principal thereof at Stated Maturity promptly when due, but only in
the priorities of lien specified herein and subject to the limitations contained herein and therein.
Each Note is a limited obligation of the City and is payable solely and only from the Pledged
Moneys as set forth in the lien priorities and as provided hereunder and the amounts on deposit in
and pledged to the respective Note Fund as provided hereunder. As to the pledge of the Pledged
Moneys, each Note is in all respects junior to any Senior Lien Bonds or Junior Lien Bonds
hereafter issued and any obligations on a parity therewith, and, as to the pledge of the Pledged
Moneys, is secured ratably and equally with all Parity Notes under this Ordinance.
As provided in the Act, no Note constitutes an indebtedness of the City or a loan of credit
thereof
he eof within the meaning of any statutory or constitutional provision.
B. Special Tax Allocation Fund The Special Tax Allocation Fund is hereby expressly
continued as a trust fund established under the TIF Act for the purpose of carrying out the
covenants, terms and conditions imposed upon the City by the TIF Act, any Indenture, any Bond
Ordinance, and this Ordinance. The City hereby expressly creates within the Special Tax
Allocation Fund two accounts to be known as the "Sub-STAF Gifford 300 Account" and the
"Sub-STAF Municipal Account."
Each Note is secured, in the priority of lien and as otherwise herein provided, by a pledge
of the Limited Incremental Property Taxes on deposit in the respective Note Fund of the General
-19-
Subaccount of the Sub-STAF Gifford 300 Account, and such pledge is irrevocable until the
obligations of the City are discharged under this Ordinance.
The Incremental Property Taxes are to be paid by the officers of the County who collect
or receive the same (i) to the Treasurer or (ii) as may be provided in any Indenture or Bond
Ordinance. If and whenever the Treasurer receives any of the Incremental Property Taxes, he or
she shall immediately deposit such Incremental Propety Taxes into the Special tax Allocation
Fund. The Treasurer shall thereupon retain the Municipal Portion for deposit into and credit to
the Sub-STAF Municipal Account and shall immediately transmit the Limited Incremental
Property Taxes for deposit into the Sub-STAF Gifford 300 Account.
There are hereby expressly created within the Sub-STAF Gifford 300 Account of the
Special Tax Allocation Fund the following Subaccounts: the "Senior Lien Bond and Interest
Subaccount" (but only upon the issuance of any Senior Lien Bonds), the "Senior Lien Debt
Service Reserve Subaccount" (but only upon the issuance of any Senior Lien Bonds), the "Junior
Lien Bond and Interest Subaccount" (but only upon the issuance of any Junior Lien Bonds), the
"Junior Lien Debt Service Reserve and Redemption Subaccount" (but only upon the issuance of
any Junior Lien. Bonds) and the "General Subaccount." If created, the Senior Lien Bond and
Interest Subaccount, the Senior Lien Debt Service Reserve Subaccount,the Junior Lien Bond and
Interest Subaccount and the Junior Lien Debt Service Reserve and Redemption Subaccount shall
be held as provided in an Indenture or a Bond Ordinance, as the case may be. The City shall hold
the General Subaccount. Each such Account shall be held separate and segregated from all other
funds of the City. On or before each December 1, commencing on December 1, 2012 (or on or
before such earlier date or dates as may be provided in an Indenture or a Bond Ordinance), the
Treasurer shall conduct an accounting (an "Accounting") to determine the amounts, if any, to be
-20-
deposited in and shall transfer said amounts for deposit into and credit to the following
Subaccounts in the order in which hereinafter mentioned, as follows:
(a) The Senior Lien Bond and Interest Subaccount. Whenever there are any
Senior Lien Bonds outstanding, there shall first be credited to the Senior Lien Bond and
Interest Account and held, in cash and investments, such amount as may be required for
any Senior Lien Bonds until the credit balance of said Account aggregates the amount
required under any Indenture or Bond Ordinance.
Except as hereinafter or in any Indenture or Bond Ordinance provided,
moneys to the credit of the Senior Lien Bond and Interest Subaccount shall be used solely
and only for the purpose of paying principal of and premium, if any, and interest on the
Senior Lien Bonds as the same become due upon maturity or mandatory redemption.
(b) The Senior Lien Debt Service Reserve Subaccount. Whenever there are any
Senior Lien Bonds outstanding, there shall next be credited to the Senior Lien Debt
Service Reserve Account and held, in cash and investments, such amount as may be
required for any Future Senior Lien Bonds until the credit balance of said Account
aggregates the amount required under any Indenture or Senior Lien Bond Ordinance.
Monies on deposit in the Senior Lien Debt Service Reserve Subaccount may be used to
redeem Senior Lien Bonds and shall be transferred to the Senior Lien Bond and Interest
Subaccount as may be necessary from time to time to prevent or to remedy a default in
the payment of principal of or interest or premium, if any, on the Senior Lien Bonds.
Monies on deposit in the Senior Lien Debt Service Reserve Subaccount may be pledged
to pay principal of any specified Senior Lien. Bonds under a related. Indenture or Bond
Ordinance.
(c) The Junior Lien Bond and Interest Subaccount. Whenever there are any
Junior Lien Bonds outstanding, there shall next be credited to the Junior Lien Bond and
Interest Account and held, in cash and investments, such amount as may be required for
any Future Junior Lien Bonds until the credit balance of said Account aggregates the
amount required tinder any Indenture or Bond Ordinance.
Except as hereinafter or in any Indenture or Bond Ordinance provided, moneys to the
credit of the Junior Lien Bond and Interest Subaccount shall be used solely and only for
the purpose of paying principal of and premium, if any, and interest on the Junior Lien
Bonds as the same become due upon maturity or mandatory redemption.
(d) The Junior Lien Debt Service Reserve and Redemption Subaccount.
Whenever there are any Junior Lien Bonds outstanding, there shall next be credited to the
Junior Lien Bond and Interest Account and held, in cash and investments, such amount as
may be required for any Future Junior Lien Bonds until the credit balance of said Account
aggregates the amount required under any Indenture or Bond Ordinance.
-21-
(e) The General Subaccount. After the Limited Incremental Property Taxes, if
any, shall have been deposited into and credited to the foregoing Subaccounts, the
balance of the Limited Incremental Property Taxes, if any, on deposit in and to the credit
of the Sub-STAF Gifford 300 Account shall be transferred and deposited into and.
credited to the General Subaccount of the Sub-STAF Gifford 300 Account and shall be
used by the Treasurer, without any further official action by or direction from the
Corporate Authorities, as follows:
(i) first, if necessary, to remedy any deficiencies in the Senior Lien
Principal and Interest Subaccount (if created), the Senior Lien Reserve
Subaccount (if created), the Junior Lien Principal and Interest Subaccount (if
created), or the Junior Lien Reserve Subaccount(if created);
(ii) second, to a separate and segregated account hereby created and to be
known as the "Series 2012A Junior Note Fund,"as follows:
(a) The Treasurer shall first credit to and deposit the Limited
Incremental Property Taxes into the Series 2012A Junior Note Fund and,
except as hereinafter provided, such moneys shall be used solely and only
for the purpose of paying principal of and interest on the 2012A Note and
any Parity Notes as the same become due at Stated Maturity, together with
any fees in connection therewith.
(iii) Whenever there are funds in the Series 2012A Junior Note Fund in
excess of the Principal Requirement for the 2012A Note and any Parity Notes and
the Interest Requirement for the 2012A Note and any Parity Notes, such funds
shall next be deposited to a separate and segregated account hereby created and to
be known as the"Gifford 300 Subordinate Note Fund"as follows:
(a) The Treasurer shall first credit to and deposit the Limited
Incremental Property Taxes into the Gifford 300 Subordinate.Note Fund
and, except as hereinafter provided, such moneys shall be used solely and
only for the purpose of paying principal of and interest on the Subordinate
Note and any Parity Notes as the same become due at Stated Maturity,
together with any fees in connection therewith.
(iv) Whenever there are funds in the Gifford 300 Subordinate Note Fund.
in excess of the Principal Requirement for the Subordinate Note and any Parity
Notes and the Interest Requirement for the Subordinate Note and any Parity
Notes, such funds shall be used by the City for one or more of the following
purposes, in the following order of priority:
1. for the purpose of paying any costs of the Bluff City
Redevelopment Project, including but not limited to the payment of debt
service on obligations issued subordinate to any Senior Lien Bonds or any
-22-
Junior Lien Bonds, any bonds issued on a parity with any Senior Lien
Bonds or Junior Lien Bonds,or any Parity Notes; or
2. for the purpose of redeeming Outstanding Senior Lien Bonds or
Junior Lien Bonds; or
3. for the purpose of purchasing Outstanding Senior Lien Bonds
or Junior Lien Bonds at a price not in excess of par and accrued interest
and applicable redemption premium to the date of purchase; and.
(v) thereafter, shall be used by the City for one or more of the following
purposes, without any order of priority among them:
1. for the purpose of refunding, advance refunding or pre-paying
the Notes or any Parity Notes; or
2. for the purpose of establishing such additional reserves as may
be deemed necessary by the Corporate Authorities; or
3. for the purpose of reimbursing the City for any advances from
its general corporate funds made in connection with any Senior Lien
Bonds or Junior Lien Bonds, any obligations on a parity with any Senior
Lien Bonds or Junior Lien Bonds, the Notes, any Parity Notes, the Bluff
City Redevelopment Plan, the Bluff City Redevelopment Project (or any
portion thereof)or the Redevelopment Project Area; or
4. for the purpose of distributing funds to the taxing districts or
municipal corporation having power to tax real property located in the
Redevelopment Project Area, in accordance with the TIF Act; or
5. for any other purpose set forth under the Bluff City
Redevelopment Plan or the Bluff City Redevelopment Project as may be
authorized under the TIF Act.
C. The Rebate Account. There is hereby authorized to be created a separate and special
account within the Special Tax Allocation Fund to be known as the "Gifford 300 Notes Rebate
Account, " which shall be held by the Note Registrar and into which there shall be deposited as
directed by the City and as necessary investment earnings in the Note Funds to the extent
required so as to maintain the Tax-exempt status of interest on any Notes issued on a Tax-exempt
basis. All rebates, special impositions or taxes for such purpose payable to the United States of
America(Internal Revenue Service) shall be payable from the Rebate Account.
-23-
D. Investments. The moneys on deposit in the Sub-STAF Gifford 300 Account may be
invested from time to time in Qualified Investments. Any such investments may be sold from
time to time by the Treasurer without further direction from the Corporate Authorities as moneys
may be needed for the purposes for which the Special Tax. Allocation Fund or such account have
been created. Except as may be hereafter provided in an Indenture or a Bond Ordinance, any
investment earnings shall be attributed to the subaccount for which the investment was made.
Section 8. General Covenants. The City covenants and agrees with the holders of the
Notes that, so long as any Notes remain outstanding and unpaid:
(a) The City will punctually pay or cause to be paid from the respective
accounts of the Note Fund the principal of and interest on the Notes in strict conformity
with the terms of the respective Notes, the Redevelopment Agreement and this
Ordinance, and it will faithfully observe and perform all of the conditions, covenants and
requirements thereof.
(b) The City will pay and discharge, or cause to be paid and discharged, from
the Sub-STAF Gifford 300 Account an and all lawful claims which if unpaid, might
Y � g
become a lien or charge upon the Pledged Moneys, or any part thereof, or which might
impair the security of the Notes, or either of them. Nothing herein contained shall require
the City to make any such payment so long as the City in good faith shall contest the
validity of said claims.
(c) The City will keep,or cause to be kept,proper books of record and accounts,
separate from all other records and accounts of the City, in which complete and correct
entries shall be made of all transactions relating to the Redevelopment Project Area, the
Bluff CityRedevelopment Plan, the Bluff City Redevelopment Project, the 2012 Public
p � �' p J
Redevelopment Projects, and the Pledged Moneys. Such books of record and accounts
shall at all times during business hours be subject to the inspection of the respective
holders of not less than ten per cent(10%)of the principal amount of the respective Notes
then outstanding, or their representatives authorized in writing.
The City will prepare or cause the preparation of complete financial. statements
with respect to the preceding fiscal year showing the Pledged Moneys received, all
disbursements from the funds and accounts created by this Ordinance and the financial
condition of the Project, including the balances in all funds and accounts relating to the
Notes and the 2012 Public Redevelopment Projects as of the end of such fiscal year,
which statements shall be accompanied by a certificate or opinion in writing of an
Independent certified public accountant. The City will furnish a copy of such statements
-24-
to any registered owner of ten percent (10%) or more in aggregate principal amount of the
Note then outstanding, upon written request of such owner.
(d) The City will preserve and protect the security of the Notes and the rights of
the Noteholders.
(e) The City will continue to implement the Bluff City Redevelopment Project
and the 2012 Public Redevelopment Projects with all practicable dispatch in accord with
its stated objectives and purposes in conformity with the Bluff City Redevelopment Plan
and the TIF Act and will timely convene the joint review board for the Redevelopment
Project Area and timely make available and file such information and reports as shall be
required by the TIF Act while either Note or any portion thereof remains outstanding.
(f) The City will adopt, make, execute and deliver any and all such further
ordinances, resolutions, instruments and assurances as may be reasonably necessary or
proper to carry out the intention of, or to facilitate the performance of, this Ordinance, and
for the better assuring and confirming unto the Noteholders the rights and benefits
provided in this Ordinance.
(g) So long as any portion of either Note remains outstanding,the City will take
no action, nor will the City omit to take any action, which act or omission will in any way
adversely affect the ability of the City to collect the Incremental Property Taxes or to
allocate the Limited Incremental Property Taxes as provided in this Ordinance, and the
City and its officers will comply with all present and future applicable laws in order to
assure that the Pledged Moneys will be collected, allocated and deposited in the funds and
accounts as herein provided.
Section 9. Delivery of 2012A Note and Escrow of Subordinate Note. As soon as may
be after this Ordinance becomes effective, the Notes shall be executed by the Designated
Officers. The Designated Officers as shall be appropriate are hereby authorized to proceed,
without any further official authorization or action by the Corporate Authorities, to approve or
execute, or both, such documents as shall be necessary to effectuate the issuance and delivery of
the 2012A Note and the escrow and subsequent release from. escrow of the Subordinate Note,
with such insertions, deletions, additions, modifications or changes as they shall reasonably
determine to be desirable, necessary and in the best interests of the City, their approval or
execution thereof to constitute ratification by the Corporate Authorities of any such insertion,
deletion, addition, modification or change with no further official action, authorization or
-25-
determination of the Corporate Authorities. The agreement with the Developer to purchase the
Notes is hereby ratified, approved and confirmed, it being hereby expressly found that no person
holding any office of the City either by election or appointment is in any manner financially
interested, either directly in his own name or indirectly in the name of any other person,
association, trust or corporation, in said agreement with the Developer for the purchase of the
Notes.
Any Designated Officer and such other officers of the City as may be necessary are
hereby further authorized to execute such documents, including, specifically, such closing
documents and certifications as shall be required by Bond Counsel to render their opinions
relating to the validity of the Notes and the treatment of interest thereon for federal income
taxation purposes.
Section 10. Note Proceeds. The performance by the Developer of its obligations
pursuant to the Redevelopment Agreement shall be deemed to be consideration for the issuance
of the Notes. To that end the Designated Officers are hereby expressly directed to authorize the
drawdown of the principal amount of the Notes as herein authorized and as provided and
pursuant to the conditions set forth in the Redevelopment Agreement, not to exceed (i) in the
case of the 2012A Note, the aggregate principal amount of$13,500,000 and (ii) in the case of
the Subordinate Note, the aggregate principal amount of$8,100,000 or such smaller amount as
may be determined in accordance with (Section 5C of) the Redevelopment Agreement, upon
delivery from time to time by the Developer to the City of such evidence of performance as such
Designated Officers as provided in the Redevelopment Agreement, without further official action
or direction by the Corporate Authorities. All proceeds of the Notes shall be deemed fully
expended upon the relevant drawdown of the principal amount thereof.
-26-
Section H. Senior Lien Bonds; Junior Lien Bonds; Parity Notes, Refunding. A.
SENIOR LIEN BONDS; JUNIOR LIEN BONDS; PARITY NOTES. No Senior Lien Bonds,Junior Lien
Bonds or Parity Notes shall be issued unless the City shall have obtained the prior written
consent of all of the registered owners of the Notes then outstanding. The City hereby expressly
reserves unto itself without restriction of any type or kind whatsoever the right to issue
obligations secured by the Municipal TIF Account.
B. REFUNDING. Parity Notes issued to refund, whether at or in advance of maturity,
any portion or all of the Notes issued under this Ordinance may be issued by the Corporate
Authorities hereunder, and, upon such issuance and to the extent so designated in any Bond
Ordinance authorizing such obligations, shall be a "Note" as defined hereunder, subject to the
limitations hereof.
Section 12. No Private Activity Bonds. Neither Note is a "private activity bond" as
defined in Section 141(a) of the Code. In support of such conclusion, the City certifies,
represents and covenants as follows:
A. No direct or indirect payments are to be made on the Notes, or either of
them, with respect to any Private Business Use by any person other than a state or local
governmental unit.
B. None of the proceeds of the Notes, or either of them, is to be used, directly
or indirectly, to make or finance loans to persons other than a state or local governmental
unit.
Section 13. General Arbitrage Provisions. A. Except for the Note Funds, the City has
not created or established and will not create or establish any sinking fund, reserve fund or any
other similar fund to provide for the payment of the Notes. Each Note Fund has been established
and will be funded in a manner primarily to achieve a proper matching of tax revenues and debt
-27-
service, and will be collectively depleted at least annually to an amount not in excess of 1/12 the
particular annual debt service on the respective Notes. Money deposited therein will be spent
within a 13-month period beginning on the date of deposit, and investment earnings therein will
be spent or withdrawn within a one-year period beginning on the date of receipt.
B. The investment of proceeds or funds related to the Notes by the Designated Officers
at a yield which is restricted to a lower yield than otherwise obtainable in order to meet any
covenants relating to the Tax-exempt status of the Notes, or either of them, as advised by Bond
Counsel, or as otherwise determined to be necessary for such purpose, is expressly authorized
and directed.
The City further certifies and covenants as follows with respect to the requirements of
Section 148(t) of the Code, relating to the rebate of "excess arbitrage profits" (the "Rebate
Requirement")to the United States:
C. Unless an applicable exception to the Rebate Requirement is available to the City,
the City will meet the Rebate Requirement.
D. Relating to applicable exceptions, the Designated Officers are hereby authorized to
make such elections under the Code as such officers, or any of them, shall. deem reasonable and
in the best interests of the City If such election may result in a "penalty in lieu of rebate" as
provided in the Code, and such penalty is incurred (the "Penalty"), then the City shall pay such
Penalty.
E. The Designated Officers shall cause to be established, at such time and in such
manner as they may deem necessary or appropriate hereunder,the Rebate Fund for the Notes, and
such officers shall further, not less frequently than annually, cause to be transferred to the Rebate
Fund the amount detennined to be the accrued liability under the Rebate Requirement or Penalty.
Said officers shall cause to be paid to the U.S., without further order or direction from the
-28-
Corporate Authorities, from time to time as required, amounts sufficient to meet the Rebate
Requirement or to pay the Penalty.
F. Interest earnings in the Note Funds are hereby authorized to be transferred, without
further order or direction from the Corporate Authorities, from time to time as required, to the
Rebate Fund for the purposes herein provided; and proceeds of the Notes and other funds of the
City are also hereby authorized to be used to meet the Rebate Requirement or to pay the Penalty,
but only if necessary after application of investment earnings as aforesaid and only Y as
appropriated by the Corporate Authorities.
The City also certifies and further covenants with the Noteholders that moneys on deposit
in any fund or account in connection with the Notes, whether or not such moneys were derived
from the proceeds of the sale of the Note or from any other source, will not be used in a manner
which will cause the Note to be an "arbitrage bond within the meanie of Code Section 148
g
and any lawful regulations promu
lgated thereunder, as the same presently exist or may from time
to time hereafter be amended, supplemented or revised.
None of the proceeds of the Note will be used to a directly or indirectly, in whole or in
p pay, Y Y
part, for an expenditure that has been paid b the City prior to the date hereof. This Ordinance is
Y �'
in itself a declaration of official intent under Treasury Regulations Section 1.150-2 as to all costs
paid after the date hereof and prior to issuance of the Notes.
Section 14. Further Tax Covenants. The Cityagrees to comply with all provisions of
g PY
the Code which, if not complied with by the City, would cause any Note issued as Tax-exempt
not to be Tax-exempt. In furtherance of the foregoing provisions, but without limiting their
7 to make such further specific covenants
generality, the City agrees: (a)through its officers, a e ,u p ,
representations as shall be truthful, and assurances as may be necessary or advisable; (b)to
comply with all representations, covenants and assurances contained in certificates or agreements
-29-
as may be prepared by Bond Counsel; (c)to consult with Bond Counsel and to comply with such
advice as may be given; (d)to pay to the United States, if necessary, such sums of money
representing required rebates of excess arbitrage profits relating to any Tax-exempt Note; (e)to
file such forms, statements and supporting documents as may be required and in a timely manner;
and (l) if deemed necessary or advisable by its officers,to employ and pay fiscal agents, financial
advisors, attorneys and other persons to assist the City in such compliance.
Section IS. Registered Form. The City recognizes that Section 149 of the Code
requires any Note to be issued on a Tax-exempt basis to be issued in and thereafter to remain in
fully registered form in order to be and remain Tax-exempt. In this connection, the City agrees
that it will not take any action to permit any Note issued on a Tax-exempt basis to be issued in,
or converted into, bearer or coupon form.
Section 16. Opinion o Counsel Exception. The City reserves the right to use or invest
P .T 1 tY g
moneys in connection with any Note issued as Tax-exempt in any manner, or to use, treat or
contract with respect to the 2012 Public Redevelopment Projects, notwithstanding the covenants
in Sections 12 to 15 herein provided it shall first have received an opinion from Bond Counsel to
�P P
the effect tha
t use or investment of such s mone or use of the 2012 Public Redevelopment
Y � p
Projects, as contemplated will not result in any adverse effect on the Tax-exempt status of
interest on any Note issued as Tax-exempt.
Section 17. Payment and Discharge. Any Note may be discharged, payment provided
for and the Y
CitY's liability terminated as follows:
b
aid to the
b
(a) Discharge of Indebtedness. If(i)the City shall pay or cause to p
Noteholders the principal and interest to become due thereon at the times and in the
manner stipulated therein and herein, (ii) all fees and expenses of the Note Registrar shall
have been paid, and (iii) the City shall keep, perform and observe all and singular the
covenants and promises in such Note and in this Ordinance expressed as to be kept,
performed and observed by it or on its part, then these presents and the rights hereby
granted shall cease, determine and be void. if the City shall pay or cause to be paid to the
Noteholders the principal, premium, if any, and interest to become due thereon at the
-30-
times and in the manner stipulated therein and herein, the Note shall cease to be entitled
to any lien, benefit or security under this Ordinance, and all covenants, agreements and
obligations of the City to the Noteholders shall thereupon cease, terminate and become
void and discharged and satisfied.
(b) .Provision for Payment. Whenever sufficient cash and/or Government
Securities shall have been deposited with an institution having fiduciary powers in an
irrevocable escrow (whether upon or prior to the maturity or the redemption date of the
Note) the Note shall be deemed to be paid within the meaning of this Ordinance and no
longer outstanding under this Ordinance; provided, however, that if the Note is to be
redeemed prior to the maturity thereof, notice of such redemption shall have been duly
given as provided in this Ordinance or provision shall have been made for the giving
thereof. Government Securities shall be considered sufficient only if said investments are
not redeemable prior to maturity at the option of the issuer and mature and bear interest in
such amounts and at such times as will assure sufficient cash to pay currently maturing
interest and to pay principal when due on the Note.
(c) Termination of City's Liability. Upon the discharge of indebtedness under
paragraph (a) hereof, or upon the deposit of sufficient cash and Government Securities
(such sufficiency being determined as provided in paragraph(b)hereof) for the retirement
of the Note, all liability of the City in respect of the Note shall cease, determine and be
completely discharged and the Noteholders shall thereafter be entitled only to payment
out of the cash and the proceeds of the Government Securities deposited as aforesaid for
their payment.
Section 18. This Ordinance a Contract. The provisions of this Ordinance shall
constitute a contract between the City and the Noteholders, and no changes, additions or
alterations of any kind shall be made hereto, except as herein provided.
Section 19. .Partial Invalidity. If any section, paragraph, clause or provision of this
Ordinance shall be held invalid, the invalidity of such section, paragraph, clause or provision
shall not affect any of the other provisions of this Ordinance.
Section 20. List of Noteholders. The Note Registrar shall maintain a list of the names
and addresses of the Noteholders and upon any transfer shall add the name and address of the
new Noteholder and eliminate the name and address of the transferor Noteholder.
Section 21. Supplemental Ordinances. With the consent of the registered owners of not
less than 66% in aggregate principal amount of the Note at the time outstanding, the City, by the
-31-
Corporate Authorities may pass an ordinance or ordinances supplemental hereto for the purpose
of adding any provisions to or changing in any manner or eliminating any of the provisions of
this Ordinance or of any supplemental ordinance; provided that no such modification or
amendment shall extend the maturity or reduce the interest rate on or otherwise alter or impair
the obligation of the City to pay the principal, interest or redemption premium, if any, at the time
and place and at the rate and in the currency provided therein of any portion of the Note without
the express consent of the Noteholders, or permit the creation of a preference or priority of any
portion of the Note over any other portion of the Note, or reduce the percentage of principal
amount of the Note required for the affirmative vote or written consent to an amendment or
modification, or deprive the Noteholders (except as aforesaid)of the right to payment of the Note
from the revenues pledged thereto without the consent of the registered owners of all of the Note
(as the case may be)then outstanding.
Section 22. Rights and Duties of Note Registrar. If requested by the Note Registrar, any
Designated. Officer is authorized to execute the Note Registrar's standard form of agreement
between the City and the Note Registrar with respect to the obligations and duties of the Note
Registrar hereunder. In addition to the terms of such agreement or agreements and subject to
modification thereby,the Note Registrar by acceptance of duties hereunder agrees:
(a) to act as note registrar, paying agent, authenticating agent, and transfer agent
as respectively provided herein;
(b) to maintain a list of Noteholders as set forth herein and to furnish such list to
the City upon request, but otherwise to keep such list confidential to the extent permitted
by law;
(c) to cancel and/or destroy any Note which has been paid at Stated Maturity or
upon redemption or submitted for exchange or transfer;
-32-
(d) to furnish the City at least annually a certificate with respect to portions of
the Note cancelled and/or destroyed; and
(e) to furnish the City at least annually an audit confirmation of amount of the
Note paid, outstanding and payments made with respect to interest on the Note.
The City Clerk of the City is hereby directed to file a certified copy of this Ordinance
with the Note Registrar.
Section 23. Prior Inconsistent Proceedings. All ordinances, resolutions or orders, or
parts thereof, in conflict with the provisions of this Ordinance, are to the extent of such conflict
hereby repealed.
Section 24. Immunity of Officers, Employees and Members of*City. No recourse shall
be had for the payment of the principal of or premium or interest on the Note or for any claim
based thereon or upon any obligation, covenant or agreement in this Ordinance contained against
any past, present or future officer, director, member, employee or agent of the City, or of any
successor public corporation, as such, either directly or through the City or any successor public
corporation, under any rule of law or equity, statute or constitution or by the enforcement of any
assessment or penalty or otherwise, and all such liability of any such officers, directors,
members, employees or agents as such is hereby expressly waived and released as a condition of
and consideration for the passage of this Ordinance and the issuance of the Note.
-33-
Section 25. Publication. This Ordinance shall be published within ten (10) days of its
passage in pamphlet form. by authority of the Corporate Authorities, but shall be immediately in
full force and effect upon its adoption and approval.
Passed this__day of , 2012.
AYES:
NAYS:
ABSENT:
Approved: this day of , 2012.
Mayor, City of Elgin, Kane and
Cook Counties, Illinois
Recorded in the City Records the day of ,2012..
Published in pamphlet form the day of , 2012.
Attest:
City Clerk, City of Elgin
Kane and Cook Counties, Illinois
-34-
EXHIBIT A
LECAL DESCRIPTION OF BLUFF CITY REDEVELOPMENT PROJECT AREA
-35-
EXHIBIT B
LEGAL DESCRIPTION OF SUBJECT PROPERTY
-3 6-
EXHIBIT C
FORMS OF NOTES
-37-
i
FORM OF 2012A JUNIOR NOTE
STATE OF ILLINOIS
COUNTIES OF COOK,DUPAGE, AND KANE
CITY OF ELGIN
JUNIOR LIEN LIMITED REVENUE NOTE
(BLUFF CITY QUARRY PROJECT), SERIES 2012A
SOLE NOTE: MAXIMUM AMOUNT:
REGISTERED REGISTERED
NO. ONE $13,500,000
KNOW ALL PERSONS BY THESE PRESENTS that the City OF ELGIN, KANE AND COOK
COUNTIES, ILLINOIS (the "City"), a municipality, home rule unit and body corporate and politic
duly organized under the laws of the State of Illinois, for value received hereby acknowledges
itself to owe and promises to pay to the Registered Owner hereof, or registered assigns, the
Outstanding Principal Amount of this Note, as hereinafter described, on the Final Maturity
hereof. "Final Maturity" means the earliest to occur of(a) the date on which the City has made
provision for or payment in full of all principal of and interest on this Note or(b) the earlier of(i)
the date which is 20 years from the Dated Date or (ii) May 11, 2034, as provided. in the
hereinafter defined Redevelopment Agreement, and to pay interest at the hereinafter defined
Interest Rate (computed on the basis of a 360-day year of twelve 30-day months) on such
Outstanding Principal Amount on January I of each year (being the "Regular Interest Payment
Date") until paid, commencing on the first January I following the Dated Date on which fiends
are available and on deposit in the hereinafter defined Series 2012A Junior Note Fund, except as
the hereinafter stated provisions for redemption prior to maturity may and shall become
applicable hereto. The "Outstanding Principal Amount" is that amount, not to exceed the Face
-38-
Amount of this Note as set forth above, shown as advanced in even multiples of$1,000 from
time to time and received by the City for value, as is noted on this Note in the form of Advances
for Value hereon, less payments of principal hereon. The Interest Rate is a rate percent per
annum which is equal to percent ( %). The Dated Date hereof shall be
deemed to be the first date on which the Outstanding Principal Amount equals not less than the
sum of$50,000, being 2012.
Interest when due ("Current Interest") shall be paid from the later of the Dated Date or
from the most recent Regular Interest Payment Date to which interest has been paid or duly
provided for, until the principal amount of the Note is paid or duly provided for, as provided
from the Note Fund, and if funds on deposit therein and to the credit thereof are insufficient for
such purpose, such failure to pay shall not in and of itself constitute an event of default, but such
interest shall thereupon be recorded by the Note Registrar as Deferred Accrued Interest
("Deferred Accrued Interest"). Deferred Accrued Interest which is owing and unpaid shall not
itself bear interest. The order of payment of interest on this Note shall be first, Deferred Accrued
Interest, second., Current Interest, and next, mandatory redemption of the Outstanding Principal
Amount, as adjusted and shown as advanced in the form of Advances for Value hereon. Failure
to pay when due any installment of Current Interest or any amount of Outstanding Principal
Amount due to insufficiency of the hereinafter defined Limited Incremental Property Taxes,
whether at a Regular Interest Payment Date, at Stated Maturity, Final Maturity or otherwise, shall
in no event be deemed to be an event of default hereon. The Registered Owner of this Note, by
acceptance hereof, hereby expressly agrees and acknowledges that (i) there may be Deferred
Accrued Interest hereon, that is,that Current Interest may not have been paid,without any special
notation having been made upon this Note, and (ii) the amounts due and payable of Outstanding
-39-
Principal Amount hereof and interest hereon are subject to adjustment as provided in the
hereinafter. defined Redevelopment Agreement.
The principal of this Note shall be payable by check of draft in lawful money of the
United. States of America upon presentation at the principal office maintained for the purpose by
the City Treasurer, as paying agent and note registrar (the "Note Registrar"). Interest on this
Note shall be paid to the Registered Owner hereof as shown on the Register at the close of
business on the Record Date. Interest hereon shall be paid by check or draft of the Issuer,
payable upon presentation thereof in lawful money of the United States of America,mailed to the
address of such Registered Owner as it appears on the Register or at such other address furnished
to the Note Registrar in writing or as directed by such Registered Owner, all as provided in the
hereinafter defined Note Ordinance.
This Note is a term note and is subject to mandatory redemption by operation of the
Series 2012A Junior Note Fund of the General Subaccount of the Sub-STAF Gifford 300
Account of the Special Tax Allocation Fund (the "Series 2012A Junior Note Fund") at a price of
par plus accrued. interest without premium, on any date, whenever an annual Accounting shall
demonstrate that there is on deposit in the Series 2012A Junior Note Fund an amount in excess of
the amount required to pay all Deferred Accrued Interest and. to pay Current Interest due and
payable during the Note Year commencing on the January 1 next succeeding such Accounting.
The Note Registrar shall make provision for the mandatory redemption of this Note to the fullest
extent practicable from such excess.
The Issuer covenants that it will cause the Note Registrar to redeem this Note pursuant to
the mandatory redemption required for this Note. Proper provision for mandatory redemption
having been made, the Issuer covenants that the Outstanding Principal Amount hereof to be
redeemed shall be payable as at Stated Maturity.
-40-
This Note is also subject to redemption prior to maturity, at the option of the Issuer, in
whole or in part, from any available funds, on any date, at the redemption price of par plus
accrued interest to the date fixed for redemption,and as further provided in the Note Ordinance.
Subject to the provisions of the hereinafter defined Note Ordinance, this Note may be
transferred as a whole but not in part. Upon surrender hereof at the principal office maintained
for the purpose by the Note Registrar, accompanied by a written instrument or instruments of
transfer in form satisfactory to the Note Registrar and duly executed by the Registered Owner or
an attorney for such owner duly authorized in writing, the Note Registrar shall register this Note
in the name of the new Registered Owner on the registration grid provided herein, and shall also
enter the name and address of the new registered owner in the Note Registrar.
The person in whose name this Note is registered on the Note Register shall be deemed
and regarded as the absolute owner hereof for all purposes, and payment of the principal of or
interest hereon shall be made only to or upon the order of the Registered Owner hereof or the
owner's legal representative. All such payments shall be valid and effectual to satisfy and
discharge the liability upon this Note to the extent of the sum or sums so paid.
This Note is issued pursuant to Division 74.4 of Article 11 of the Illinois Municipal Code
(the "TIF Act"), and all laws amendatory thereof and supplemental thereto, and specifically as
supplemented by the home rule powers of the City pursuant to Section 6 of Article VII of the
1970 Constitution of the State of Illinois (collectively, the "Act"), and the principal of and
interest, and premium, if any, hereon are payable solely from (i) a portion of the ad valorem
taxes, if any, arising from the taxes levied upon taxable real property in a portion of the Bluff
City Quarry Redevelopment Project Area heretofore designated by the Issuer in accord with the
provisions of the TIF Act (the "Redevelopment Project Area") by any and all taxing districts or
municipal corporations having the power to tax real property in the Redevelopment Project Area,
-41-
which taxes are attributable to the increase in the then current equalized assessed valuation of
each taxable lot, block, tract or parcel of real property in the Redevelopment Project Area over
and above the initial equalized assessed value of each such piece of property, all as determined in.
accordance with the provisions of the TIF Act (if, as and when received, the "Incremental
Property Taxes") (said portion of the Incremental Property Taxes being the "Limited
Incremental Property Taxes"), and on deposit in and pledged to the Series 2012A Junior Note
Fund of the of the General Subaccount of the sub-STAF Gifford 300 Account of the Bluff City
Quarry Redevelopment Project Area Special Tax Allocation Fund (the "Special Tax Allocation
Fund") heretofore established by the City in connection with the designation of the
Redevelopment Project Area and (ii) the investment earnings thereon (the Limited Incremental
Property Taxes and the investment earnings thereon being, collectively, the "Pledged Moneys"
under the hereinafter defined Note Ordinance). This Note is being issued for the purposes of
paying or reimbursing a portion of certain costs of a redevelopment project in the Redevelopment
Project Area, all as more fully described in proceedings adopted by the City Council of the City
(the "Corporate Authorities") pursuant to the Act and in an ordinance authorizing the issuance
of this Note adopted by the Corporate Authorities on the day of , 2012, and
authorizing the issuance hereof (the "Note Ordinance"), and in that certain Redevelopment
Agreement by and between the City and the Developer, and relating to the Redevelopment
Project Area (as supplemented or amended, the "Redevelopment Agreement"), to all the
provisions of which the holder by the acceptance of this Note assents. Under the Act, the Note
Ordinance, and the Redevelopment Agreement, the Incremental Property Taxes shall be
deposited in the Special Tax Allocation Fund. Limited Incremental Property Taxes on deposit in
the Series 201.2A Junior Note Fund shall be used first and are pledged for paying the principal of
and interest on this Note and then in making any further required payments to any funds and
-42-
accounts as provided by the terms of the Note Ordinance. Terms used but not defined herein
shall have the same meaning as provided in the Note Ordinance and the Redevelopment
Agreement.
This Note, together with the interest thereon, is a limited obligation of the Issuer, payable
solely from the Pledged Moneys and the amounts on deposit in and pledged to the
Series 2012A Junior Note Fund as provided in the Note Ordinance and the Redevelopment
Agreement. Additional obligations on a parity with this Note may be issued as in the Note
Ordinance provided. For the prompt payment of this Note, both principal and interest, as
aforesaid, at Stated Maturity, the Pledged Moneys are hereby irrevocably pledged. THIS NOTE
DOES NOT CONSTITUTE AN INDEBTEDNESS OF THE ISSUER WITHIN THE MEANING OF ANY
CONSTITUTIONAL OR STATUTORY PROVISION OR LIMITATION. NO HOLDER OF THIS NOTE
SHALL HAVE THE RIGHT TO COMPEL THE EXERCISE OF ANY TAXING POWER OF THE ISSUER FOR
PAYMENT OF PRINCIPAL HEREOF OR INTEREST HEREON.
The Issuer hereby expressly finds and determines that the Final Maturity of this Note does
not exceed the earlier of(i)the date which is twenty (20) years from the Dated Date or (ii)the
twenty-third (23rd) anniversary of the date of designation by the Corporate Authorities of the
Redevelopment Project Area, to-wit: May 11, 2034. It is hereby expressly provided that the
Pay-As-You-Go Requirement set forth in the Redevelopment Agreement shall survive the Final
Maturity of this Note. Any payments made by the City pursuant to said Pay-As-You-Go
Requirement shall not be deemed to be payments of principal of or interest on this Note but
rather shall constitute satisfaction of the contractual requirements thereupon imposed upon the
City.
It is hereby certified and recited that all conditions, acts and things required by law to
exist or to be done precedent to and in the issuance of this Note did exist, have happened, been
-43-
done and performed in regular and due form and time as required by law, and the Issuer hereby
covenants and agrees that it has made provision for the segregation of the fledged Moneys and
that it will properly account for said taxes and will comply with all the covenants of and maintain
the funds and accounts as provided b the Note Ordinance acid the Redevelopment Agreement.
P Y P b
This Note shall not be valid or become obligatory for any purpose until the certificate of
authentication hereon shall have been signed b the Note Registrar.
g Y g
The tables and forms following the signatures on this Note and entitled Advances for
Value and Registered Owner Notation are an integral part of this Note as if in each case fully set
forth at this place and are incorporated herein by this reference.
-44-
IN WITNESS WHEREOF the City has caused this Note to be signed by the manual or duly
authorized facsimile signatures of its Mayor and by its City Clerk and its corporate seal or a
facsimile thereof to be hereunto affixed, all as of the date of delivery hereof,to wit, the day
of , 2012.
CITY OF ELGIN,KANE AND COOK
COUNTIES,ILLINOIS
[SEAL] By
Mayor, City of Elgin, Kane and Cook
Counties, Illinois
Attest:
City Clerk, City of Elgin,Kane and Cook Counties, Illinois
Date of Authentication: _, 2012.
CERTIFICATE Note Registrar and Paying Agent: City
OF Treasurer, City of Elgin, Kane and
AUTHENTICATION Cook Counties, Illinois
This Note is the Note described in the within
mentioned Note Ordinance and is the Junior
Lien Limited Revenue Note, Series 2012A
(Bluff City Quarry Project), of the City of Elgin,
Kane and Cook Counties, Illinois.
City Treasurer, as Note Registrar
By
-45-
STATE OF ILLINOIS
COUNTIES OF KANE AND COOK
CITY OF ELGIN
JUNIOR LIEN LIMITED REVENUE NOTE,SERIES 2012A
(BLUFF CITY QUARRY PROJECT)
SOLE NOTE: MAXIMUM AMOUNT:
REGISTERED REGISTERED
No.ONE $13,500,000
ADVANCES FOR VALUE
This Note is valid to the amount set forth below, the aggregate of said amounts being its
Outstanding Principal Amount.
SIGNATURE OF
AMOUNT ADVANCED($} DATE ADVANCED CITY TREASURER
50,000 ,2012
STATE OF ILLINOIS
COUNTIES OF KANE AND COOK
CITY OF ELGIN
JUNIOR LIEN LIMITED REVENUE NOTE,SERIES 2012A
(BLUFF CITY QUARRY PROJECT)
SOLE NOTE: MAXIMUM AMOUNT:
REGISTERED REGISTERED
No.ONE $13,500,000
REGISTERED OWNER NOTATION
This Note shall be registered on the Note Register of the City kept for the purpose by the
City Treasurer, as Note Registrar. The principal and 'interest on this Note shall be payable only to
or upon the order of the Registered Owner or such owner's legal representative. No registration
hereof shall be valid unless signed by the Note Registrar.
DATE OF NAME OF SIGNATURE OF
REGISTRATION REGISTERED OWNER CITY TREASURER
52012
FORM OF SUBORDINATE NOTE
STATE OF ILLINOIS
COUNTIES OF COOK,DUPAGE, AND KANE
CITY OF ELGIN
SUBORDINATE LIEN LIMITED REVENUE NOTE
(BLUFF CITY QUARRY PROJECT), SERIES 20�
SOLE NOTE: MAXIMUM AMOUNT:
REGISTERED REGISTERED
No. ONE $_,_,000
KNOW ALL PERSONS BY THESE PRESENTS that the City OF ELGIN, KANE AND COOL{
COUNTIES, ILLINOIS (the "City"), a municipality, home rule unit and body corporate and politic
duly organized under the laws of the State of Illinois, for value received hereby acknowledges
itself to owe and promises to pay to the Registered Owner hereof, or registered assigns, the
Outstanding Principal Amount of this Note, as hereinafter described, on the Final Maturity
hereof. "Final Maturity" means the earliest to occur of(a) the date on which the City has made
provision for or payment in full of all principal of and interest on this Note or(b)the earlier of(i)
the date which is 20 years from the Dated Date or (ii) May 11, 2034, as provided in the
hereinafter defined Redevelopment Agreement, and to pay interest at the hereinafter defined
Interest Rate (computed on the basis of a 360-day year of twelve 30-day months) on such
Outstanding Principal Amount on January i of each year (being the "Regular Interest Payment
Date") until paid, commencing on the first January I following the Dated Date on which funds
are available and on deposit in the hereinafter defined Gifford 300 Subordinate Note Fund,
except as the hereinafter stated provisions for redemption prior to maturity may and shall become
applicable hereto. The "Outstanding Principal Amount" is that amount, not to exceed the Face
Amount of this Note as set forth above, shown as advanced in even multiples of $1,000 from
3001136_04 00
2188126H.-inpme/65/12
time to time and received by the City for value, as is noted on.this Note in the form of Advances
for Value hereon, less payments of principal hereon. The Interest Rate is a rate percent per
annum which is equal to percent (__%). The Dated Date hereof shall be
deemed to be the first date on which the Outstanding Principal Amount equals not less than the
sum of$50,000, being 2012.
Interest when due ("Current Interest") shall be paid from the later of the Dated Date or
from the most recent Regular Interest Payment Date to which interest has been paid or duly
provided for, until the principal amount of the Note is paid or duly provided for, as provided
from the Note Fund, and if funds on deposit therein and to the credit thereof are insufficient for
such purpose, such failure to pay shall not in and of itself constitute an event of default, but such
interest shall thereupon be recorded by the Note Registrar as Deferred Accrued Interest
("Deferred Accrued Interest"). Deferred Accrued Interest which is owing and unpaid shall not
itself bear interest. The order of payment of interest on this Note shall be first, Deferred Accrued
Interest, second, Current Interest, and next, mandatory redemption of the Outstanding Principal
Amount, as adjusted and shown as advanced in the form of Advances for Value hereon. Failure
to pay when due any installment of Current Interest or any amount of Outstanding Principal
Amount due to insufficiency of the hereinafter defined Limited Incremental Property Taxes,
whether at a Regular Interest Payment Date, at Stated Maturity, Final Maturity or otherwise, shall
in no event be deemed to be an event of default hereon. The Registered Owner of this Note, by
acceptance hereof, hereby expressly agrees and acknowledges that (i) there may be Deferred
Accrued Interest hereon, that is, that Current Interest may not have been paid,without any special
notation having been made upon this Note, and (ii) the amounts due and payable of Outstanding
Principal Amount hereof and interest hereon are subject to adjustment as provided in the
hereinafter defined Redevelopment Agreement.
-2-
The principal of this Note shall be payable by check of draft in lawful money of the
United States of America upon presentation at the principal office maintained for the purpose by
the City Treasurer, as paying agent and note registrar (the "Note Registrar"). Interest on this
Note shall be paid to the Registered Owner hereof as shown on the Register at the close of
business on the Record Date. Interest hereon shall be paid by check or draft of the Issuer,
payable upon presentation thereof in lawful money of the United States of America,mailed to the
address of such Registered Owner as it appears on the Register or at such other address furnished.
to the Note Registrar in writing or as directed by such Registered Owner, all as provided in the
hereinafter defined Note Ordinance.
This Note is a term note and is subject to mandatory redemption by operation of the
Gifford 300 Subordinate Note Fund of the General Subaccount of the Sub-STAF Gifford 300
Account of the Special Tax Allocation Fund (the "G fford 300 Subordinate Note Fund") at a
price of par plus accrued interest without premium, on any date, whenever an annual Accounting
shall demonstrate that there is on deposit in the Gifford 300 Subordinate Note Fund an amount in
excess of the amount required to pay all Deferred Accrued Interest and to pay Current Interest
due and payable during the Note Year commencing on the January 1 next succeeding such
Accounting. The Note Registrar shall make provision for the mandatory redemption of this Note
to the fullest extent practicable from such excess.
The Issuer covenants that it will cause the Note Registrar to redeem this Note pursuant to
the mandatory redemption required for this Note. Proper provision for mandatory redemption
having been made, the Issuer covenants that the Outstanding Principal Amount hereof to be
redeemed shall be payable as at Stated Maturity.
-3-
This Note is also subject to redemption prior to maturity, at the option of the Issuer, in
whole or in part, from any available funds, on any date, at the redemption price of par plus
accrued interest to the date fixed for redemption, and as further provided in the Note Ordinance.
Subject to the provisions of the hereinafter defined Note Ordinance, this Note may be
transferred as a whole but not in part. Upon surrender hereof at the principal office maintained
for the purpose by the Note Registrar, accompanied by a written instrument or instruments of
transfer in form satisfactory to the Note Registrar and duly executed by the Registered Owner or
an attorney for such owner duly authorized in writing, the Note Registrar shall register this Note
in the name of the new Registered Owner on the registration grid provided herein, and shall also
enter the name and address of the new registered owner in the Note Registrar.
The person in whose name this Note is registered on the Note Register shall be deemed
and regarded as the absolute owner hereof for all purposes, and payment of the principal of or
interest hereon shall be made only to or upon the order of the Registered Owner hereof or the
owner's legal representative. All such payments shall be valid and effectual to satisfy and
discharge the liability upon this Note to the extent of the sum or sums so paid.
This Note is issued pursuant to Division 74.4 of Article 11 of the Illinois Municipal Code
(the "TIF Act"), and all laws amendatory thereof and supplemental thereto, and specifically as
supplemented by the home rule powers of the City pursuant to Section 6 of Article VII of the
1970 Constitution of the State of Illinois (collectively, the "Act"), and the principal of and
interest, and premium, if any, hereon are payable solely from (i) a portion of the ad valorem
taxes, if any, arising from the taxes levied upon taxable real property in a portion of the Bluff
City Quarry Redevelopment Project Area heretofore designated by the Issuer in accord with the
provisions of the TIF Act (the "Redevelopment Project Area") by any and all taxing districts or
municipal corporations having the power to tax real property in the Redevelopment Project Area,
-4-
wluch taxes are attributable to the increase in the then current equalized assessed valuation of
each taxable lot, block, tract or parcel of real property in the Redevelopment Project Area over
and above the initial equalized assessed value of each such piece of property, all as determined in
accordance with the provisions of the TIF Act (the "Incremental Property Taxes") (said portion
of the Incremental Property Taxes being the "Limited Incremental Property Taxes"), and on
deposit in and pledged to the Gifford 300 Subordinate Note Fund of the of the General
Subaccount of the sub-STAF Gifford 300 Account of the Bluff City Quarry Redevelopment
Project Area Special Tax Allocation Fund (the "Special Tax Allocation Fund") heretofore
established by the City in connection with the designation of the Redevelopment Project Area
and (ii)the investment earnings thereon (the Limited Incremental Property Taxes and the
investment earnings thereon being, collectively, the "Pledged Moneys" under the hereinafter
defined Note Ordinance). This Note is being issued for the purposes of paying or reimbursing a
portion of certain costs of a redevelopment project in the Redevelopment Project Area, all as
more fully described in proceedings adopted by the City Council of the City (the "Corporate
Authorities") pursuant to the Act and in an ordinance authorizing the issuance of this Note
adopted by the Corporate Authorities on the day of , 2012, and authorizing the
issuance hereof(the "Note Ordinance"), and in that certain Redevelopment Agreement by and
between the City and the Developer, and relating to the Redevelopment Project Area (as
supplemented or amended, the "Redevelopment Agreement"), to all the provisions of which the
holder by the acceptance of this Note assents. Under the Act, the Note Ordinance, and the
Redevelopment Agreement, the Incremental Property Taxes shall be deposited in the Special Tax.
Allocation Fund. Limited.Incremental Property Taxes on deposit in the Series 2012A Junior
Note Fund shall be used first and are pledged for paying the principal of and interest on this Note
and then in making any further required payments to any funds and accounts as provided by the
-5-
terms of the Note Ordinance, Terms used but not defined herein shall have the same meaning as
provided in the Note Ordinance and the Redevelopment Agreement.
This Note, together with the interest thereon, is a limited obligation of the Issuer, payable
solely from the Pledged Moneys and the amounts on deposit in and pledged to the Gifford 300
Subordinate Note Fund as provided in the Note Ordinance and the Redevelopment Agreement.
Additional obligations on a parity with this Note may be issued as in the Note Ordinance
provided. For the prompt payment of this Note, both principal and interest, as aforesaid, at
Stated Maturity, the Pledged Moneys are hereby irrevocably pledged. THIS NOTE DOES NOT
CONSTITUTE AN INDEBTEDNESS OF THE ISSUER WITHIN THE MEANING OF ANY
CONSTITUTIONAL OR STATUTORY PROVISION OR LIMITATION. NO HOLDER OF THIS NOTE
SHALL HAVE THE RIGHT TO COMPEL THE EXERCISE OF ANY TAXING POWER OF THE ISSUER FOR
PAYMENT OF PRINCIPAL HEREOF OR INTEREST HEREON.
The Issuer hereby expressly finds and determines that the Final Maturity of this Note does
not exceed the earlier of(i) the date which is twenty (20) years from the Dated Date or (ii) the
twenty-third (23rd) anniversary of the date of designation by the Corporate Authorities of the
Redevelopment Project Area, to-wit: May 11, 2034. It is hereby expressly provided that the
Pay-As-You-Go Requirement set forth in the Redevelopment Agreement shall survive the Final
Maturity of this Note. Any payments made by the City pursuant to said Pay-As-You-Go
Requirement shall not be deemed to be payments of principal of or interest on this Note but
rather shall constitute satisfaction of the contractual requirements thereupon imposed upon the
City.
It is hereby certified and recited that all conditions, acts and things required by law to
exist or to be done precedent to and in the issuance of this Note did exist, have happened, been.
done and performed in regular and due form and time as required by law, and the Issuer hereby
-6-
covenants and agrees that it has made provision for the segregation of the Pledged Moneys and
that it will properly account for said taxes and will comply with all the covenants of and maintain
the funds and accounts as provided by the Note Ordinance and the Redevelopment Agreement.
This Note shall not be valid or become obligatory for any purpose until the certificate of
authentication hereon shall have been signed by the Note Registrar.
The tables and forms following the signatures on this Note and entitled Advances for
Value and Registered Owner Notation are an integral part of this Note as if in each case fully set
forth at this place and are incorporated herein by this reference.
-7-
IN WITNESS WHEREOF the City has caused this Note to be signed by the manual or duly
authorized facsimile signatures of its Mayor and by its City Clerk and its corporate seal or a
facsimile thereof to be hereunto affixed, all as of the date of delivery hereof, to wit, the day
of ,20 .
CITY OF ELGIN,KANE AND COOK
COUNTIES,ILLINOIS
[SEAL] By
Mayor,City of Elgin,Kane and Cook
Counties,Illinois
Attest:
City Clerk, City of Elgin, Kane and Cook Counties,Illinois
Date of Authentication: 20_.
CERTIFICATE Note Registrar and Paying Agent: City
OF Treasurer, City of Elgin,Kane and
AUTHENTICATION Cook Counties,Illinois
This Note is the Note described in the within
mentioned Note Ordinance and is the
Subordinate Lien Limited Revenue Note (Bluff
City Quarry Project), Series 20_, of the City
of Elgin, Kane and Cook Counties, Illinois.
City Treasurer, as Note Registrar
By
-8-
STATE OF ILLINOIS
COUNTIES OF KANE AND COOK
CITY OF ELGIN
SUBORDINATE LIEN LIMITED REVENUE NOTE
(BLUFF CITY QUARRY PROJECT),SERIES 20_
SOLE NOTE: MAXIMUM AMOUNT:
REGISTERED REGISTERED
No.ONE $_,_,000
ADVANCES FOR VALUE
This Note is valid to the amount set forth below, the aggregate of said amounts being its
Outstanding Principal Amount.
SIGNATURE OF
AMOUNT ADVANCED($) DATE ADVANCED CITY TREASURER
50,000 , 20_
STATE OF ILLINOIS
COUNTIES OF KANE AND COOK
CITY OF ELGIN
SUBORDINATE LIEN LIMITED REVENUE NOTE
(BLUFF CITY QUARRY PROJECT),SERIES 20_
SOLE NOTE: MAXIMUM AMOUNT:
REGISTERED REGISTERED
NO. ONE
REGISTERED OWNER NOTATION
This Note shall be registered on the Note Register of the City kept for the purpose by the
City Treasurer, as Note Registrar. The principal and interest on this Note shall be payable only to
or upon the order of the Registered Owner or such owner's legal representative. No registration
hereof shall be valid unless signed by the Note Registrar.
DATE OF NAME OF SIGNATURE OF
REGISTRATION REGISTERED OWNER CITY TREASURER
20
EXTRACT OF MINUTES of a public meeting
of the City Council of the City of Elgin, Kane and Cook Counties,
Illinois, held at the City Hall, Elgin, Illinois, in said City at
o'clock p.m. on the_day of , 2012.
The meeting was called to order by the Mayor and upon the roll being called,
, the Mayor. Upon the roll being called,the Mayor and the following Council
Members answered present at said location:
The following Council Members were allowed by a majority of the Council Members in
accordance with and to the extent allowed by rules adopted by the City Council to attend the
meeting by video or audio conference:
No Council Member was not permitted to attend the meeting by video or audio
conference.
The following Council Members were absent and did not participate in the meeting in any
manner or to any extent whatsoever:
The following were absent:
Council Member presented and the City Attorney
explained in full an Ordinance that was laid before the City Council in words and figures and
made available to any other person in attendance who requested one as follows:
Council Member moved the adoption of said ordinance, and
Council Member seconded the motion. After a full and complete
discussion thereof including a public recital of the nature of the matter being considered and such
other, information as would inform the public of the nature of the business being conducted, the
Mayor directed the City Clerk to call the roll for a vote upon the motion to adopt said ordinance.
Upon the roll being called the following Council Members voted:
AYE:
and the following voted:
NAY:
The Mayor then declared the motion carried and said ordinance adopted, approved the
same in open meeting and directed the City Clerk to record the same in full in the records of the
City Council of the City of Elgin, Kane and Cook Counties,Illinois,which was done.
Other business not pertinent to the adoption of said ordinance was duly transacted at the
meeting.
Upon motion being duly made, seconded and carried,the meeting was adjourned.
City Clerk
-2.
STATE OF ILLINOIS )
) SS
COUNTY OF KANE )
CERTIFICATION OF ORDINANCE,MINUTES,AGENDA
AND PUBLICATION IN PAMPHLET FORM
I, the undersigned, do hereby certify that I am the duly qualified and acting City Clerk of
the City of Elgin, Kane and Cook Counties, Illinois (the "City"), and that as such official I am
the keeper of the records and files of the City Council of the City(the "Corporate Authorities").
I do further certify that the foregoing is a full,true and complete transcript of that portion
of the minutes of the meeting of the Corporate Authorities held on the_day of , 2012,
insofar as same relates to the adoption of an ordinance entitled:
AN ORDINANCE of the City of Elgin, Kane and Cook Counties,
Illinois, providing for the issuance of a not to exceed $13,500,000
Junior Lien Limited Revenue Note, Series 2012A (Bluff City
Quarry Project), and a not to exceed $8,100,000 Subordinate Lien
Limited Revenue Note (Bluff City Quarry Project), and pledging
certain incremental property tax revenues to the payment thereof.
(the "Ordinance"), a true, correct and complete copy of which Ordinance as adopted at said
meeting appears in the foregoing transcript of the minutes of said meeting.
I do further certify that the deliberations of the Corporate Authorities on the adoption of
the Ordinance were conducted openly, that the vote on the adoption of said ordinance was taken
openly; that said meeting was held at a specified time and place convenient to the public; that
notice of said meeting was duly given to all of the news media requesting such notice; that an
agenda for said meeting (the "Agenda') was posted at the location where said meeting was held
and at the principal office of the Corporate Authorities on a day which was not a Saturday,
Sunday or legal holiday for Illinois municipalities and not less than 48 hours in advance of
holding said meeting; that the Agenda described or made specific reference to the Ordinance;that
a true, correct and complete copy of the agenda as so posted is attached hereto; that said meeting
was called and held in strict compliance with the provisions of the Open Meetings Act of the
State of Illinois, as amended, and that the Corporate Authorities have complied with all of the
provisions of said Act and the Illinois Municipal Code, as amended, except as said Act and said
Code may be validly superseded by the home rule powers of the City, and with all of the
procedural rules of the Corporate Authorities.
I do further certify that the Ordinance was published by authority of the Corporate
Authorities in pamphlet form at p.m. on the day of , 2012, and the
Ordinance as so published was on said date readily available for public inspection and
distribution, in sufficient number to meet the needs of the general public, at my office as City
Clerk located in the City.
IN WITNESS WHEREOF, I have hereunto affixed my official signature and the seal of the
City,this day of ,2012.
City Clerk
[SEAL] City Clerk to Attach Agenda
-2-
STATE OF ILLINOIS )
SS
COUNTY OF KANE )
VIDEO/AUDIO ATTENDANCE CERTIFICATE
I, the undersigned, do hereby certify that I am the duly qualified and acting City Clerk of
the City of Elgin, Kane and Cook.Counties, Illinois (the "City"), and as such official I do further
certify as follows:
1. That at the meeting of the City Council of the City(the "Corporate Authorities")on
the day of , 2012 (the "Meeting
attended the Meeting by video or audio conference.
2. That said member(s) of the Corporate Authorities was/were prevented from
physically attending the Meeting because of the reason(s)as follows:
MEMBER REASON'
3. That said member(s) of the Corporate Authorities notified me before the Meeting
that he/she/they wished to attend the Meeting by video or audio conference.
4. That attached hereto as Exhibit 1 is a true, correct and complete copy of the rules
adopted by the Corporate Authorities for allowing a member of the Corporate Authorities to
attend a meeting of the Corporate Authorities by video or audio conference.
5. That the Meeting was duly called, noticed and held in strict compliance with all of
the provisions of the Open Meetings Act of the State of Illinois, as amended, and the ordinances,
resolutions, rules,regulations and proceedings of the Corporate Authorities.
I
Section 7 of the Open Meetings Act of the State of Illinois, as amended, provides the following three
reasons a person may be prevented from physically attending a meeting: (i)personal illness or disability;
(ii)employment purposes or the business of the public body;or(iii)a family or other emergency.
IN WITNESS WHEREOF, I hereunto affix my official signature and the official corporate
seal of the Corporate Authorities,this day of , 2012.
City Clerk
[SEAL]
-2 -
EXHIBIT D
PHASED CONCEPT PLAN
LEGEND
Fri
tabbics,
.................
............
mII
MIA
I.
KSIGNED ME) OWNER NOTICE SHEET
BLUFF CITY MATERIALS,INC.
Gifford 300
DATE R-7.fti
Aj
HATE �DESMIPTION a BEVISI I 0 emw Elgin TIF Phase Layout
EXHIBIT E
FORM OF
REQUEST FOR ISSUANCE
EXHIBIT E
REQUEST FOR ISSUANCE
The undersigned, Bluff City Materials, Inc., an Illinois corporation ("Developer'), the City of
Elgin, Illinois (the "City") and Gifford 300 LLC, an Illinois limited liability company (the "Owner")
did enter into a certain Redevelopment and Financing Agreement dated as of June 13 ,2012(the"RDA").
The terms and provisions of the RDA are incorporated herein by reference. Capitalized terms
used but not otherwise defined herein shall have the meanings as set forth in the RDA.
As and for the Developer's request to the City that it issue a Certificate of Expenditure
in the amount of $ , to be attached to the (__) 2012A Note or (_) Subordinate
Note, the Developer hereby submits to the City this Request for Issuance and, in support hereof,
hereby certifies,swears and affirms under oath to the City as follows:
1. That since submission to the City of the last Request for Issuance,if any,the Developer has
incurred,expended,or has caused to be expended the sum of $ in Gifford 300 TIF-
Eligible Costs.
2. That all of the Gifford 300 TIF-Eligible Costs for which a Certificate of Indebtedness in now
sought have been made in accordance with the RDA,the TIF Obligations, and the Act.
3. That in connection with the$ of Prior Gifford 300 TIF-Eligible Costs included in this
Request for Issuance,the Developer submits the supporting documentation attached hereto as
Exhibit ;
4. That in connection with the$ of Reclamation Work included in this Request for
Issuance,the Developer has attached as Exhibit the supporting documentation required by
Section 6C of the RDA;and
5. That in connection with the$ of Other Horizontal Redevelopment Work
included in this Request for Issuance,the Developer has attached as Exhibit the supporting
documentation required by Section 61),6E and 6F of the RDA.
Developer hereby certifies to the City that,as of the date hereof.
a. The total amount of this Request for Issuance represents the actual amount
Gifford 300 TIF-Eligible Costs incurred by the Developer and/or currently payable to
the third parties;
b. No default or uncured event of default exists on the part of the Owner or Developer
under the RDA;
c. Developer hereby certifies that it has complied with all of the requirements and has
otherwise satisfied all of the conditions precedent under the RDA,in any way relating to
the issuance by the City of the herein requested Certificate of Indebtedness;and
d. Developer has received no notice and has no knowledge of any liens or claims of liens
filed or threatened against the Redevelopment Project Area except for the following:
IN WITNESS WHEREOF,the Developer has executed and delivered this Request for Issuance as
of this—day of_,20
BLUFF CITY MATERIALS,INC.
By.
Name:
Its:
Subscribed and Sworn to before me
This day of ,20 .
Notary Public
APPROVED:
CITY OF ELGIN
an Illinois Municipal Corporation
Name:
Its:
(For City Use)
2012A Note Subordinate Note
maximum$13,500,000 (maximum$
Date of this Approval
Amount of this Approval
Aggregate of all Certificates of
Indebtedness previously approved
Issued as to each Note
Running total of all Certificates of
Indebtedness approved
Issued as to each Note
i_ �
EXHIBIT F
CATEGORIES AND COST ESTIMATES
OF
GIFFORD 300TIF-ELIGIBLE COSTS
EXHIBIT-,F
BLUFF CITY MATERIALS
Elgin Project
TIF Eligible Cost Schedule
Total
Land Acquisition/Assembly $ 2,000,000
Site Preparation
Mass Excavation/Reclamation $ 25,523,550
Erosion Control $ 110,050
Public Infrastructure
Sanitary Sewer System $ 556,990
Watermain $ 710,453
Storm Sewer $ 2,682,110
Public Roads $ 7,410,326
Gifford Entrance/offsite $ 1,125,000
Public Street Lights $ 218,050
Eligible Relocation Costs
Junkyard/business relocation $ 4,000,000
Eligible Soft Costs
Engineering $ 3,833,653
Legal $ 600,000
Total TIF Eligible Costs 48,770,182
Laube Companies TIF Eligible Cost Schedule
EXHIBIT G
FORM OF GAP ANALYSIS
1
Abbott Land '� �'
EIgin Project J
Gap Analysis
Executive Summary
Reference
Return on Total Project Negative Table 5
(Without TIF)
Return on Total Project 8.53% Table 6
(With TIF)
Market Unleveraged IRR on Industrial Land Deal 13-15%
Par Value of TIF Notes $ 28,721,264 Table 6
Executive Summary
DRAFT Laube Companies Table 1
Abbott land
Elgin Project
Gap Analysis
Cost Assumptions
2007 or before 20M 2010 2011 2012 2013 2014
Land Acquisition S 7,595,000
Mass Excavation/Reclamation S 3,190,441 5 3,190,444 S 3,190,444 S 3,190,444 S 3,190,444
Sanitary Seaver System S 566,990
Watermain 5 710,453
Storm Sewer 5 650,000 5 1,000,000 S 1,032,110
Pavement for Public Roads S 7.410,326
Erosion Control S 55,025 $ SSA25
Street lighting $ 109,025 S 109,025
Landscaping S 106,620 $ 106,620
Gifford Entrance/offsite S 562,500 S 562500
Public Utilities S 269,230 S 269,230 S 269,230
Rail Spur(s)
Contingency(5%) S 192,022 $ 286,631 S 294,597 S 557,033 $ 159,522
Engineering(5%of Hard Costs) S 192,022 $ 286,631 $ 294,597 S 557,033 $ 159,522
Consulting S 300,000 S 300,000
Legal $ 100,000 $ 100,000 $ 1001000
Construction Management(5%of Hard Costs) S 192022 S 286,631 S 294,W7 S 557,033 5 159522
Total $ 7,595,000 S 100,000 5 4.816510 5 6,992,521 S 6,775,735 S 12,811,770 S 3,669,010
(1)The total land basis is$11,595,000 of which S4,000,000
is related to the mining operation and has residual value
of S7,595,000.
Cost ASsxrxin'iors
DRAF! t-ube Cornfnnies Tx61e 2
Abbott[And
Elgin Project
Gap Analysis
Cost Assumptions
2015 2016 2017 Total
Land Acquisition $ 7595,000
S -
Mass Excavation/Reclamation $ 3,190,444 5 3,190,444 S 3,190,444 5 25523,550
Sanitary Sewer System S 566,990
Watermain S 710,453
Storm Sewer $ Z682,110
Pavement for Public Roads S 7,410,326
Erosion Control $ 110,050
Street Lighting S 218,050
Landscaping $ 213,240
Gifford Entrance/offsite S 1,125.000
Public Utilities S 807.690
Rail Spur(s) 5 2,000,000 $ 2,000,000
Contingency(5%) $ 259,522 $ 159522 S 159,522 S 2,068,373
Engineering(5%of Hard Costs) S 259,522 $ 159,522 S 159-M S 2,068,373
Consulting $ 600,000
Legal $ 300,000
Construction Management(5%of Hard Costs) $ 259522 S 159,522 $ 159,522 S 2,068,373
Total 5 5,969,010 S 3,669,010 S 3,669,010 $ 56,067,578
(1)The total land basis is Sl1,595,000 of which S4,000.000
Is related to the mining operation and has residual value
of$7,595.000.
ii
Cost Assarnptious
DRAFT L ube Caupouies Table 2
Abbott[and
Elgin Project
Cap Analysis
R<cenue Assumptions
Absor)rtion 5chedele-Elgin 2009 2010 2011 2012 2M 2014 2013 2016
industrial Iand Squase Feet Sold
Tract 4 M4,464 164,464 164A64 164.464 164.464 IK464
Traci 5 21E,433 218.433 21E433 211A33 218,433 218.4311
Tract6 422,260 422,260 422.260 42L260 42Z260 427260
GtOord(5omh.1 Win) 123,92E 123.41E 12L928 121.92E 123,97E 121.92E
Total 5gaam tndnstrul Square Feet Sold 929,11E5 929.M 929,05 9291M 92910ra 929,065
[and Pricy Per Square Foot 5 5.00 S 5.00 5 5.00 S 3.00 5 SM S 5,00 5 5.00
Total trduArlal land Sale Proceeds S - s L645,42t 5 4,645,413 s _4,643A23 5 4,b4$,i23 S 4,643.421 5 L645.423
Commercial laird Sq—Fen Sold
Tract 2 - - 491005 49,005 49,015 49.005 49,"
land Prke Per Square Fool 5 low 5 10A0 5 10.t10 5 10A0 s 1000 5 1LOD S 12,00
Commercial Lard Sale Proceeds 5 5 5 4'YJ.u50 5 497,030 5 490,050 5 339,053 5 588,060
Total Uml Sale Proceeds 5 5 4,643,423 $ .i,133,473 5 3,135,473 5 5,133,4:3 5 5,181.174 5 5,2331483
Net CommiI.—M) S 5 278.725 $ 109,12M 5 :M'13,12s S 308,12E 5 311,069 5 314.009
Claeting Costs(1%) 5 5 46,434 5_ 51,355 5 31,353 5 51,ho S 51.E45 5 52.MS
Net land yak Praeeds 5 $ 4,120.244 5 4, 9M 5 4,77-1.990 5 LT75,990 s 021.%i 5 4,967,139
Renemre A«un�mmr.
DRAFT Lau6e C..p.,irs Tn61e 3
Abbott land
Elgin Project
Gap Analysts
Resentte Aseumpt.-
Absorption Schedule-Elgin 2M7 2ma Total
Ind-Irtal land Squaw Feet Sold
Tn 14 16L464 16C464 1 115,713
Tract 215.41E 21SA33 1,747AW
Trart6 -M260 422,260 3379A7b
Gifford(South of Metra) 125,9m M928 991A26
Total Square Ind n. l Square F,q Snld 929,(1115 929M 7.45Z677
Land Price Per Square Foot 5 5A0 5 5A0 S 5.00
Told Indttstrtal land Sale Pr--& S 4.643,423 5 4,61S,421 S 37,163,395
Cote .cW land Squ Feet Sold
Tract 2 4905 49AM 143.M5
Land Price Per Square Foot 5 13.(10 5 141W ,
Commercid land Sde Proceeds 5 637.065 S 68h= $ 3,923,400
Total land Sala Proceeds 5 5,28Z488 S 5,33L493 5 41,081785
Net:CommissLsm(6t) S 316,949 5 319,m 5 Z465,027
Clmung Costs(17G) 5 52AZ 5 53,313 5 41(I,E35
Net land Sale Proceeds 5 4,91Z714 5 4.938,289 $ 38,2117,920
Re--ass Pnn.,s
ORAFF I—(,,Cn,aP-w u n Ta61r 3
Abbott Land
Elgin Project
Gap Analysis
Unleveraged IRR Without TIF
2007 or Before 2008 2009 2010 2011
Net Land Sale Proceeds $ - $ - $ 4,320,244
Total Costs $ (7595,000) $ (100,000) $ (4,816,510) $ (6,992,521)
Par Value of TIF Notes $ -
Net Cash Flow $ (7,595,000) $ $ (100,000) $ (4,816,510) $ (2,672 277)
Unleveraged Rate of Return Negative
(Without TIF)
Unleveraged Return
Without TIF
DRAFT Laube Companies Table 5
Abbott Land
Elgin Project
Gap Analysis
Unleveraged IRR Without TIF
2012 2013 2014 2015 2016
Net Land Sale Proceeds $ 4,775,990 $ 4,775,990 $ 4,775,990 $ 4,821,565 $ 4,867,139
Total Costs $ (6,775,735) $ (12,811,770) $ (3,669,010) $ (5,969,010) $ (3,669,010)
Par Value of TIF Notes
Net Cash Flow S (1,999,745) $ (8,035,780) $ 1,106,980 S (1,147,446) $ 1,198,129
Unleaeraged Return
Without TIF
DRAFT Laube Courpanies Table 5
Abbott Land
Elgin Project
Gap Analysis
Unleveraged IRR Without TIF
2017 2018
Net land Sale Proceeds $ 4,912,714 $ 4,958,289
Total Costs $ (3,669,010)
Par Value of TIF Notes
Net Cash Flow $ 1,243,704 5 4,958,289
Unleveraged Return
Without TIF
DRA,Ff Laube Companies Table 5
Abbott land
Elgin Project
Gap Analysis
Unleveraged ERR With nF
2007 or Before 2008 2009 2010 2011
Net Land Sale Proceeds $ $ - $ - S 4,320,244
Total Costs $ (7,595,000) $ $ (100,000) $ (4,816510) $ (6,992521)
Par Value of T1F Notes
Net Cash Flow $ (7,595,000) $ $ (100,000) $ (4,816,510) $ (2,672,277)
Unleveraged Rate of Return 8.53%
(With Tm
Unleneraged Return
With TV
DRAFT' Laube Companies Table 6
Abbott Land
Elgin Project
Gap Analysis
Unleveraged IRR With'I1F
2012 2013 2014 2015 2016
Net Land Sale Proceeds $ 4,775,990 $ 4,775,990 $ 4,775,990 S 4,821,565 S 4,867,139
Total Costs $ (6,775,735) $ (12,811,770) $ (3,669,010) $ (5,969,010) $ (3,669,010)
Par Value of TIF Notes $ 10,000,000 $ 10,000,000 S 8,721,264
Net Cash Flow S 8,000,255 $ (8,035,780) S 11,106,980 $ (1,147,446) $ 9,919,393
Unleveraged Return
With TW
DRAFT Laube Companies Table 6
Abbott Land
Elgin Project
Gap Analysis
Unleveraged IRR With TIF
2017 2018
Net Land Sale Proceeds $ 4,912,714 $ 4,958,289
Total Costs $ (3,669,010)
Par Value of T1F Notes
Net Cash Flow $ 1,243,704 $ 4,958,289
Unleneraged Return
With 77F
DRAFT Laube Coruparries Table 6