HomeMy WebLinkAbout5025-23 CONFIRMING Personal Property: 3201 W. Calvert St. Tax Abatement United States of America
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- FILED -
JUL 1 / 2023
AUDITOR
Certificate ST. JOSEPH COUNTY
STATE OF INDIANA, COUNTY OF ST. JOSEPH, ss:
I, Dawn M. Jones, Clerk of the City of South Bend, County of St. Joseph, Indiana, hereby
certify that the attached and foregoing is a full, true, and correct copy of
RESOLUTION 5025-23
A RESOLUTION CONFIRMING THE ADOPTION OF A
DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS
WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY
KNOWN AS 3201 W. CALVERT STREET, SOUTH BEND, IN 46613
AS AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A
FIVE-YEAR (5) PERSONAL PROPERTY TAX ABATEMENT FOR
VERBIO NORTH AMERICA LLC
ADOPTED BY THE COMMON COUNCIL OF THE CITY OF SOUTH BEND,
INDIANA,JUNE 12,2023
PRESENTED TO, APPROVED AND SIGNED BY MAYOR JAMES MUELLER,
JUNE 16, 2023
ATTEST: SHARON L. MCBRIDE, PRESIDENT OF THE COMMON COUNCIL
ATTEST: DAWN M.JONES, CITY CLERK
-RECEIVED-
JUL 14 2023
ST. JOSEPH COUN
ASSESSOR TY
the original of which is now on file in the office of the Clerk of the City of South Bend, St. Joseph
County, Indiana.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official Seal of the City
of South Bend, St. Joseph County, Indiana, this 0M day of 20 3
1
/. o y . Dawn M. Jones
c
c Clerk of the City of South Bend
-
St. Joseph County, Indiana
B
y' eputy
.a
RESOLUTION
No. 5025-23
Passed by the Common Council of the City of South Bend, Indiana
June 12, 20 23
C
Attest: 0"C")
�— -77 City Clerk
Dawn M. Jones
Attest: Ln President of Common Council
Presented by me to the Mayor of the City of South Bend, Indiana
June 13, 23
20
el,6 (7.x .
! City Clerk
Dawn M. Jones
Approved and signed by me In t. Ii 20 Z 3
17 14A---- - Mayor
BILL NO. 23-28
RESOLUTION NO. 5025-23
A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY
RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY
OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS
3201 W. Calvert Street, South Bend, IN 46613
AS AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A
FIVE-YEAR (5) PERSONAL PROPERTY TAX ABATEMENT FOR
Verbio North America LLC
WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a
Declaratory Resolution designating certain areas within the City as Economic Revitalization Areas
for the purpose of tax abatement consideration; and
WHEREAS, a Declaratory Resolution designated the area commonly known as 3201 W.
Calvert Street, South Bend, Indiana 46613, and which is more particularly described as follows:
Business Personal Property
and which has Key Numbers to be assigned, be designated as an Economic Revitalization Area;
and
WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing
before the Council has been published pursuant to Indiana Code 6-1.1-12.1-2.5; and
WHEREAS, the Council held a public hearing for the purposes of hearing all
remonstrances and objections from interested persons; and
WHEREAS, the Council has determined that the qualifications for an economic
revitalization area have been met.
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South
Bend, Indiana, as follows:
SECTION I. The Common Council hereby confirms its Declaratory Resolution designating the
area described herein as an Economic Revitalization Area for the purposes of tax abatement. Such
designation is for personal property tax abatement only and shall expire on December 31, 2026.
SECTION II. The Common Council hereby determines that the property owner is qualified for
and is granted personal property tax deduction for a period of five (5) years as shown below
pursuant to Indiana Code 6-1.1-12.1-17 and further determines that the petition,the Memorandum
of Agreement between the Petitioner and the City of South Bend, and the Statement of Benefits
comply with Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana
Code 6-1.1-12 et seq.
Year 1 - 100%
Year 2 - 100%
Year 3 - 90%
Year 4 - 80%
Year 5 - 70%
SECTION III. This Resolution shall be in full force and effect from and after its adoption by the
Common Council and approved by the Mayor.
n(X(t.=
Sharo c nde, Council President
South Bend Common Council
Attest:
Z ,Cte&-Q (72I ' /1' i
Dawn M. Jones, City Clerk
Office of the City Clerk
Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the
City of South Bend, Indiana, on the day of , 2023, at
o'clock .m.
s
A.‘a0 71( ' 00Z1/J-1
Dawn M. Jones, City Clerk
Office of the City Clerk
Approved and signed by me on the 16" day of i%A e ,2023, at t I o'clock
.m.
Ja es Mueller, Mayor
Ci y of South Bend
.,4.i:j , STATEMENT OF BENEFITS
FORM SB-1 /PP
,� i . PERSONAL PROPERTY
*.. ' State Form 51764(R5/1-21)
,, / PRIVACY NOTICE
•"r' Prescribed by the Department of Local Government Finance
-,...,!ilia Any information concerning the cost
of the property and specific salaries paid
to individual employees by the property
owner is confidential per IC 6-1.1-12.1-5.1.
INSTRUCTIONS:
1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires
information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise this statement must be
submitted to the designating body BEFORE a person installs the new manufacturing equipment and/or research and development equipment,and/or
logistical distribution equipment and/or information technology equipment for which the person wishes to claim a deduction.
2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the installation of
qualifying abatable equipment for which the person desires to claim a deduction.
3. To obtain a deduction,a person must file a certified deduction schedule with the person's personal property return on a certified deduction schedule
(Form 103-ERA)with the township assessor of the township where the property is situated or with the county assessor if there is no township assessor for
the township. The 103-ERA must be filed between January 1 and May 15 of the assessment year in which new manufacturing equipment and/or research
and development equipment and/or logistical distribution equipment and/or information technology equipment is installed and fully functional, unless a filing
extension has been obtained. A person who obtains a filing extension must file the form between January 1 and the extended due date of that year.
4. Property owners whose Statement of Benefits was approved,must submit Form CF-1/PP annually to show compliance with the Statement of Benefits.
(IC 6-1.1-12.1-5.6)
5. For a Form SB-1/PP that is approved after June 30, 2013, the designating body is required to establish an abatement schedule for each deduction allowed.
For a Form SB-1/PP that is approved prior to July 1,2013, the abatement schedule approved by the designating body remains in effect. (IC 6-1.1-12.1-17)
SECTION 1 TAXPAYER INFORMATION
Name of taxpayer Name of contact person
Verbio South Bend
l irst Name. Ryan Last Name: Ag u i l os
Address of taxpayer Telephone number Email
Number and'dreel: 32011/V. Calvert Street Lily.. South Bend s.:: IN zip.46628 (908)692-6221 ryan.aguilos@verbio.us
SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT
Name of designating body Resolution number(s)
Common Council of the City of South Bend
Location of property County DLGF taxing district number
Number and Street: 3201 W. Calvert Street ow, South Bend State: I N ZIP:46628 St. Joseph 026(South Bend-Portage)
Description of manufacturing equipment and/or research and development equipment ESTIMATED
and/or logistical distribution equipment and/or information technology equipment. START DATE COMPLETION DATE
(Use additional sheets if necessary)
Manufacturing Equipment 5/1/2023 12/31/2023
R&D Equipment
Logist Dist Equipment
IT Equipment 5/1/2023 12/31/2023
SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT
Current Number Salaries 1 00'000 Number Retained Salaries 1Q 1 00'000 Number Additional Salaries
100,000
$ 618 $
SECTION 4 `V ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT
NOTE: Pursuant to IC 6-1.1-12.1-5.1 (d)(2)the MANUFACTURING R&D EQUIPMENT LOGIST DIST IT EQUIPMENT
EQUIPMENT EQUIPMENT
COST of the property is confidential. COST ASSESSED ASSESSED ASSESSED ASSESSED
COST VALUE VALUE COST VALUE COST VALUE
Current values $52,500,000
Plus estimated values of proposed project $226,500,000 $6,000,000
Less values of any property being replaced
Net estimated values upon completion of project 0 279.000,000 $0 $0 $0 $0 $0 $6,000,000 $0
SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER
Estimated solid waste converted(pounds) 0 Estimated hazardous waste converted (pounds) 0
Other benefits:
VNAH would invest in an anaerobic digestion(biogas)plant with the goal of producing RNG to be injected into the NIPSCO grid.The investment will also cover additional equipment and processes
necessary to produce value-added by-products,such as liquid fertilizers.VNAH would also invest in its workforce,creating hundreds of additional jobs for the locale and assuring that 15%of the workforce is
comprised of apprentices.
SECTION 6 TAXPAYER CERTIFICATION
I hereby certify that the representations in thisstatement are true.
Signature of authorized representative "LT 444i2111.10' Date signed(month,day,year)
5/1/2023
Printed name of authorized representative Title
Greg Northrup President & CEO
Page 1 of 2
FOR USE OF THE DESIGNATING BODY
We have reviewed our prior actions relating to the designation of this economic revitalization area and find that the applicant meets the general standards
adopted in the resolution previously approved by this body. Said resolution, passed under IC 6-1.1-12.1-2.5, provides for the following limitations as
authorized under IC 6-1.1-12.1-2.
A. The designated area has been limited to a period of time not to exceed N/A calendar years*(see below). The date this designation expires
is 12/31/2026 . NOTE: This question addresses whether the resolution contains an expiration date for the designated area.
B. The type of deduction that is allowed in the designated area is limited to:
1 . Installation of new manufacturing equipment; ®Yes ❑N o ❑ Enhanced Abatement per IC 6-1.1-12.1-18
2. Installation of new research and development equipment; ❑Yes IN N o Check box if an enhanced abatement was
3. Installation of new logistical distribution equipment. ❑Yes ® N o
approved for one or more of these types.
4. Installation of new information technology equipment; ❑Yes ® N o
C.The amount of deduction applicable to new manufacturing equipment is limited to$ N/A cost with an assessed value of
$ N/A . (One or both lines may be filled out to establish a limit,if desired.)
D. The amount of deduction applicable to new research and development equipment is limited to$ N/A cost with an assessed value of
$ N/A . (One or both lines may be filled out to establish a limit,if desired.)
E. The amount of deduction applicable to new logistical distribution equipment is limited to$ N/A cost with an assessed value of
$ N/A . (One or both lines may be filled out to establish a limit,if desired.)
F. The amount of deduction applicable to new information technology equipment is limited to$ N/A cost with an assessed value of
$ N/A . (One or both lines may be filled out to establish a limit,if desired.)
G. Other limitations or conditions(specify) N/A
H. The deduction for new manufacturing equipment and/or new research and development equipment and/or new logistical distribution equipment and/or
new information technology equipment installed and first claimed eligible for deduction is allowed for:
❑ Year 1 ❑ Year 2 ❑ Year 3 ❑ Year 4 ® Year 5 ❑Enhanced Abatement per IC 6-1.1-12.1-18
Number of years approved:
❑ Year 6 ❑ Year 7 ❑ Year 8 ❑ Year 9 ❑ Year 10 (Enter one to twenty(1-20)years;may not
exceed twenty(20)years.)
I. For a Statement of Benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? ❑Yes ❑No
If yes,attach a copy of the abatement schedule to this form.
If no,the designating body is required to establish an abatement schedule before the deduction can be determined.
Also we have reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have
determined that the totality of benefits is sufficient to justify the deduction described above.
Approve ignature and title of au rized member of designating body) Telephone number Date signed(njonth,day,year)
KA '/ (-71). *5-- tc / � !y,/o10a3
Printed nam authori ed member of desi nating bod
72:feesignating b y ' /
Attested by ( ignature titl-of attes er) Print name of attester__
*If th designating body limits - time period during which an area is an economic revitalization area,that limitation does not limit the length of time a
taxpayer is entitled to recei Ar a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17.
IC 6-1.1-12.1-17
Abatement schedules
Sec.17. (a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under
section 4 or 4.5 of this chapter an abatement schedule based on the following factors:
(1) The total amount of the taxpayer's investment in real and personal property.
(2) The number of new full-time equivalent jobs created.
(3) The average wage of the new employees compared to the state minimum wage.
(4) The infrastructure requirements for the taxpayer's investment.
(b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule
for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the
deduction.Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years.
(c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under
the terms of the resolution approving the taxpayer's statement of benefits.
Page 2 of 2
MEMORANDUM OF AGREEMENT
(PERSONAL PROPERTY TAX ABATEMENT)
This Memorandum of Agreement(Agreement)dated as May 17,2023, serves as confirmation
of a commitment by South Bend Ethanol, LLC (the "Applicant"), pending a June 12, 2023, public
hearing, to comply with the project description,job creation, and retention(and associated wage rates
and salaries) figures contained in its petition, Statement of Benefits, and attachments and this
Agreement(Commitments).
1. Commitments of City and Applicant. Subject to the adoption of a Declaratory Resolution and
a Confirmatory Resolution by the South Bend Common Council(the"SBCC"),the City of South Bend,
Indiana, (the "City") commits to provide a five-year (5) personal property tax abatement for the
Applicant, based on the Applicant's commitment set forth in its Application. The Applicant commits
to the following (the "Commitments"):
(a) making a capital expenditure of no less than Two Hundred Fifteen Million dollars
($215,000,000.00) associated with the purchase of manufacturing equipment to produce renewable
natural gas and to modernize the production of ethanol located at 3201 West Calvert Street, South
Bend, Indiana 46613.
(b) creating at least eight (8)permanent full-time jobs with a total estimated annual payroll of
at least Eight Hundred Thousand dollars($800,000.00); and
(c) acting in good faith to complete the project as described in its Application.
2. Applicant's Compliance with City and State Laws. During the term of the abatement, the
Applicant shall comply with Chapter 2, Article 6, of the South Bend Municipal Code, entitled "Tax
Abatement Procedures," and all governing provisions of the Indiana Code. During the term of this
abatement,the City may annually request information from the Applicant concerning the nature of the
Project, the approved capital expenditure of the Project, the number of full-time permanent positions
newly created by the Project, and the average wage rates and salaries(excluding benefits&overtime)
associated with the positions, and the Applicant shall provide the City with adequate written evidence
thereof within thirty (30) days of such request (the "Annual Survey"). The City shall utilize this
information and the information required to be filed by the Applicant in the CF-1 Compliance with the
Statement of Benefits form to verify that the Applicant has at all times complied with the Commitments
after the Commitment Date and during the duration of the abatement and for no other purpose. The
Applicant further agrees to provide the City with such additional information as requested by the City
to determine Applicant's compliance with the Commitments and with local and state requirements
within thirty (30) days following any such request. Notwithstanding anything herein to the contrary,
the Applicant acknowledges that the City may be required to disclose certain documents provided by
the Applicant as required by a court order or applicable law.
3. Substantial Compliance and Rights of Termination. The City, by and through the SBCC,
reserves the right to terminate the Economic Revitalization Area designation and associated property
tax abatement deductions if it reasonably determines that the Applicant has not made reasonable efforts
to substantially comply with all the Commitments, as defined in Section 1 of this Agreement, and the
1
Applicant's failure to substantially comply with the Commitments was not due to factors beyond its
reasonable control, as described in Section 4 below.
4. Factors Beyond Control. As used in this Agreement, factors beyond the control of the
Applicant shall only include factors not reasonably foreseeable at the time of designation application
and submission of Statement of Benefits which are not caused by any act or omission of the Applicant,
and which materially and adversely affect the ability of the Applicant to substantially comply with this
Agreement. Applicant has the burden to communicate to the City any such factors in which it believes
is beyond its control and impacting its ability to fulfill the terms of this Agreement or any tax abatement
benefit provided to the City. The City reserves the right to investigate the factors cited by Applicant
under this Section 4 to the fullest extent possible and may deny Applicant's request upon the
completion of the City's investigation.
5. Repayment of Tax Abatement Savings. If at any time during the term of this Agreement the
Applicant shall: (a) be delinquent or in default with respect to any tax payment in St. Joseph County,
Indiana;or(b)cease operations at the facility for which the tax abatement was granted;or(c)announce
the cessation of operations at such facility, then the City may immediately terminate the Economic
Revitalization Area designation and associated tax abatement deductions, and upon such termination,
require Applicant to repay all of the tax abatement savings received through the date of such
termination.
6. Notice/Hearing of Termination. In the event that the City determines that the Economic
Revitalization Area designation and associated tax abatement deductions should be terminated or that
all or a portion of the tax abatement savings should be repaid, it will give the Applicant notice of such
determination, including a written statement calculating the amount due from the Applicant, and will
provide the Applicant with an opportunity to meet with the City's designated representatives to show
cause why the abatement should not be terminated and/or the tax savings repaid. Such notice shall
state the names of the person with whom the Applicant may meet and will provide that the Applicant
shall have thirty (30) days from the date of such notice to arrange such meeting and to provide its
evidence concerning why the abatement termination and/or tax savings repayment should not occur.
If, after giving such notice and receiving such evidence, if any, the City determines that the abatement
termination and/or the tax repayment action is proper, the Applicant shall be provided with written
notice and a hearing before the SBCC before any final action shall be taken terminating the abatement
and/or requiring repayment of tax benefits. The Applicant shall be entitled to appeal that determination
to a St. Joseph County Superior or Circuit Court.
7. Repayment. In the event the City requires repayment of the tax abatement savings as provided
hereunder, it shall provide Applicant with a written statement calculating the amount due (the
"Statement"), and Applicant shall make such repayment to the City within one hundred twenty (120)
days of the date of the Statement. If the Applicant does not make timely repayment, the City shall be
entitled to all reasonable costs and attorneys' fees incurred in the enforcement of this Agreement and
the collection of the tax abatement savings required to be repaid hereunder.
8. Modification/Entire Agreement. This Agreement and the schedules attached hereto contain
the entire understanding between the City and the Applicant with respect to the subject matter hereof,
and supersede all prior and contemporaneous agreements and understandings, inducements, and
2
conditions, expressed or implied, oral, or written, except as herein contained. This Agreement may
not be modified or amended other than by an agreement in writing signed by the City and the Applicant.
The Applicant understands that any and all filings required to be made or actions required to be taken
to initiate or maintain the abatement are solely the responsibility of the Applicant.
9. Waivers. Neither the failure nor any delay on the part of the City to exercise any right,remedy,
power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or
partial exercise of any right, remedy, power, or privilege preclude any other or further exercise of the
same or of any other right,remedy,power, or privilege with respect to any occurrence or be construed
as a waiver of such right,remedy,power, or privilege with respect to any other occurrence. No waiver
shall be effective unless it is in writing and is signed by the party asserted to have granted such waiver.
10. Governing Laws of Indiana. This Agreement and all questions relating to its validity,
interpretation,performance,and enforcement shall be governed by the laws and decisions of the courts
of the State of Indiana.
11. Applicant's Consent to Jurisdiction. The Applicant hereby irrevocably consents to the
jurisdiction of the Courts of the State of Indiana and of the St.Joseph County Circuit or Superior Court
in connection with any action or proceeding arising out of or relating to this Agreement or any
documents or instrument delivered with respect to any of the obligations hereunder, and any action
related to this Agreement shall be brought in such County and in such Court.
12. Notices.All notices,requests,demands,and other communications required or permitted under
this Agreement shall be in writing and shall be deemed to have been received when delivered by hand
or by facsimile(with confirmation by registered or certified mail)or on the third business day following
the mailing,by registered or certified mail,postage prepaid,return receipt requested,thereof,addressed
as set forth below:
If to Applicant: South Bend Ethanol, LLC
9 W. Broad Street, Suite 400
Stamford, Connecticut 06902
Attn: General Counsel
Copy to: legal@verbio.us
If to the City: City of South Bend, Indiana
227 W. Jefferson Boulevard, Suite 1400S
South Bend, Indiana 46601
Attn: Executive Director of Community
Investment
3
13. Assignment and Transfer Prohibited. This Agreement shall be binding upon and inure to the
benefit of the City and the Applicant and their successors and assigns, except that no party may assign
or transfer its rights or obligations under this Agreement without the prior written consent of the other
party hereto, in which consent shall not be unreasonably withheld.
14. Valid and Binding Agreement. This Agreement may be executed in any number of
counterparts, each of which shall be deemed to be an original as against any party whose signature
appears thereon, and all of which shall together constitute one and the same instrument. By executing
this Agreement, each person so executing affirms that he has been duly authorized to execute this
Agreement on behalf of such party and that this Agreement constitutes a valid and binding obligation
of the party.
15. Severability. The provisions of this Agreement and of each section or other subdivision herein
are independent of and separable from each other,and no provision shall be affected or rendered invalid
or unenforceable by virtue of the fact that for any reason any other or others of them may be invalid or
unenforceable in whole or in part unless this Agreement is rendered totally unenforceable thereby.
16. No Personal Liability. No official, director, officer, employee, or agent of the City shall be
charged personally by the Applicant, its employees, or its agents with any liabilities or expenses of
defense or be held personally liable to the Applicant under any term or provision of this Agreement or
because of the execution by such party of this Agreement or because of any default by such party
hereunder.
'Remainder of page intentionally blank.'
4
IN WITNESS WHEREOF,the parties hereto have executed this Agreement as of the day and year first
above written.
"Applicant" "City'
South Bend Ethanol, LLC City of South Bend, Indiana
By: Gf-2 U444.2,E By:
Greg Northrup Sharon McBride
President and Chief Executive Officer President, South Bend Common Council
VERBIO North America Holdings
Corporation, as Member Manager of r
South Bend Ethanol, LLC
By I lel wp„
By: Rachel Tomas Morgan
QQ Chairperson, Community Investment
Lisa Runyon, VP Legal Counsel Committee
VERBIO North America Holdings
Corporation, as Member Manager of , )
South Bend Ethanol, LLC
By: ---
Erik Glavich
Approved as to Legal Adequacy and Form this Department of Community Investment
Aldt., day of dist , 2023.
L`
By:
Counsel, South Bend mmon Council
James Mueller
Mayor
Counsel for Applicant
!Attachment follows.I
Filed in Cjerk's Office
BILL NO. 23-21 MAY 0"3 2023
RESOLUTION NO. 5018-23 DAWN M.JONES
CITY CLERK.SOUTH BEND,IN
A RESOLUTION OF THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHIN
THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS
3201 W. Calvert Street, South Bend, IN 46613
AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE-
YEAR (5) PERSONAL PROPERTY TAX ABATEMENT FOR
Verbio North America LLC
WHEREAS, a petition for personal property tax abatement consideration has been filed
with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana,
requesting that the area commonly known as 3201 W. Calvert Street, South Bend, Indiana 46613,
and which is more particularly described as:
Business Personal Property
and which has Key Numbers to be assigned, be designated as an Economic Revitalization Area
under the provisions of Indiana Code 6-1.1-12.1 et seq. and South Bend Municipal Code Sections
2-76 et seq.; and
WHEREAS,the Department of Community Investment has concluded an investigation and
prepared a report with information sufficient for the Common Council to determine that the area
qualifies as an Economic Revitalization Area under Indiana Code 6-1.1-12.1 et seq. and South
Bend Municipal Code Sections 2-76 et seq. and has further prepared maps and plats showing the
boundaries and such other information regarding the area in question as required by law; and
WHEREAS,the Community Investment Committee of the Common Council has reviewed
said report and recommended to the Common Council that the area qualifies as an Economic
Revitalization Area.
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South
Bend, Indiana, as follows:
SECTION I. The Common Council hereby determines and finds pursuant to Indiana Code 6-1.1-
12.1-4.5 et seq. that:
A. The estimate of the cost of the new industrial and manufacturing equipment is
reasonable for equipment of that type;
B. The estimate of the number of individuals who will be employed or whose
employment will be retained by the Petitioner can reasonably be expected to result from the
proposed installation of new industrial and manufacturing equipment;
C. The estimate of the annual salaries of those individuals who will be employed or
whose employment will be retained by the Petitioner can be reasonably expected to result from
the proposed installation of new industrial and manufacturing equipment;
D. Any other benefits about which information was requested are benefits that can be
reasonably expected to result from the proposed new industrial and manufacturing equipment; and
E. The totality of benefits is sufficient to justify the deduction requested.
SECTION II. The Common Council hereby determines and finds that the proposed new industrial
and manufacturing equipment can be reasonably expected to yield the benefits identified in the
Statement of Benefits as set forth in Sections 1 through 3 of the Petition for Personal Property Tax
Abatement Consideration and that Statement of Benefits form completed by the petitioner, said
form being prescribed by the State Board of Accounts, are sufficient to justify the deduction
granted under Indiana Code 6-1.1-12.1-4.5.
SECTION III. The Common Council hereby accepts the report and recommendation of the
Department of Community Investment and the Community Investment Committee's favorable
recommendation that the area herein described be designated as an Economic Revitalization Area
for purposes of personal property tax abatement and hereby makes such a designation.
SECTION IV. The Common Council determines that such designation is for personal property
tax abatement only and shall expire on December 31, 2026.
SECTION V. The Common Council hereby determines that the property owner is qualified for
and is granted property tax deduction for a period of five (5) years as shown below pursuant to
Indiana Code 6-1.1-12.1-17.
Year 1 - 100%
Year 2 - 100%
Year 3 - 90%
Year 4 - 80%
Year 5 - 70%
SECTION VI. The Common Council directs the City Clerk to cause notice of the adoption of this
Declaratory Resolution for Personal Property Tax Abatement to be published pursuant to Indiana
Code 5-3-1, said publication providing notice of the public hearing before the Common Council
on the proposed confirming of said declaration.
SECTION VII. This Resolution shall be in full force and effect from and after its adoption by the
Common Council and approval by the Mayor.
Sharon McBride, Council President
South Bend Common Council
Attest:
Dawn M. Jones, City Clerk
Office of the City Clerk
Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the
City of South Bend, Indiana, on the day of , 2023, at
o'clock .m.
Dawn M. Jones, City Clerk
Office of the City Clerk
Approved and signed by me on the day of ,2023, at o'clock
.m.
James Mueller, Mayor
City of South Bend
Filed in C'erk's Office
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MAY 0 31023
DAWN M.JONES
CITY CLERK,SOUTH BEND,IN