HomeMy WebLinkAboutConfirming Tax Abatement - 1840 North Commerce Drive - Stanz Food Service, Inc.RESOLUT{ON
3895-08
Passed by the Common Council of the City of South Bend, Indiana
August 25, 20 8
Attest:
August 27,
Presented by me to the Mayor of the City of South Bend, Indiana
August 26, 20 08
Approved and signed by me
City Clerk
President of Common Council
20 0 8
City Clerk
RESOLUTION NO. ~ ~ I J
A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION
DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA,
COMMONLY KNOWN AS
1840 NORTH COMMERCE DRIVE
TO BE AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE (5) YEAR
REAL PROPERTY TAX ABATEMENT FOR
STANZ FOOD SERVICE, INC.
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 1840
North Commerce Drive, South Bend, Indiana, and which is more particularly described as
follows:
PARCEL I: A tract of land in the Southwest Quarter of Section 33, Township
38 North, Range 2 East, City of South Bend, St. Joseph County, Indiana, more
particularly described as follows: Commencing at a brass plug at the center of said
Section 33; thence South 90°00'000° West on and along the North line of the
Southwest Quarter of said Section 33 a distance of 679.78 feet; thence South
00°42'05" West a distance of 9.01 feet to an iron at the Southwest corner of
Progress Drive and Maplewood Avenue; thence South 00°42'05" West on and
along the West line of Maplewood Avenue a distance of 399.39 feet to the true
place of beginning; thence South 00°42'05" West on and along the West line of
Maplewood Avenue a distance of 409.85 feet; thence South 89°30'39" West a
distance of 434.08 feet to the East line of Commerce Drive; thence North
00°29'21 " West on and along the East line of Commerce Drive a distance of
409.85 feet: thence North 89°30'39" East a distance of 442.55 feet to the true place
of beginning.
Said tract being Lot Number 21 of the Airport Industrial Park, Phase II.
PARCEL II: Lots Numbered Twenty-eight (28), Twenty-nine (29), Thirty (30)
and Thirty-one (31) as shown on the recorded Plat on the recorded Plat of Post
Place, recorded August 21, 1912 in Plat Book 9, page 142 in the Office of the
Recorder of St. Joseph County, Indiana.
PARCEL III: A tract of land in the Southwest Quarter of Section 33, Township
38 North, Range 2 East, City of South Bend, St. Joseph County, Indiana, more
particularly described as follows: Commencing at a brass plug at the center of said
Section 33; thence South 90°00'00" West on and along the North line of said
Southwest Quarter of Section 33 a distance of 679.78 feet; thence South 00°42'05"
West a distance of 9.01 feet to an iron at the Southwest corner of Progress Drive
and Maplewood Avenue, said point being the true place of beginning; thence
South 90°00'00" West on and along the South line of said Progress Drive, a
distance of 450.98 feet to an iron on the East line of Commerce Drive; thence
South 00°29'21" East on and along the East line of Commerce Drive, a distance of
403.15 feet to an iron; thence North 89°30'39" East a distance of 442.55 feet to an
iron on the West line of Maplewood Avenue; thence North 00°42'05" East on and
along the West line of Maplewood Avenue a distance of 399.39 feet to the place of
beginning. Said tract being Lot Numbered 22 of the Airport Industrial Park Phase
2.
ALSO, a portion of Maplewood Avenue vacated by the City of South Bend,
Indiana, pursuant to Vacation Resolution No. 3466 (1977), which portion is more
particularly described as follows: A portion of Maplewood Avenue, beginning at
the South right-of--way line of Progress Drive and the East right-of--way line of
Maplewood Avenue, South 345 feet to the Southwest corner of Lot 27 in Post
Place Addition; thence West 50 feet; thence North 345 feet; thence East 50 feet to
the place of beginning;
and which.has Key Numbers 18-2183-688604,.18-2183-6832, 18-2183-6834, 18-2183-6838,
18-2183-6840, 18-21$3-6842, 18-2183-6844 and 18-2183-688607, 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 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 is limited to two (2) calendar
years from the date of adoption of the Declaratory Resolution by the Common Council.
SECTION II. The Common Council hereby determines that the property owner is qualified for
and is granted Real property tax deduction for a period of five (5) years, 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.
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.
~---~
Member of the Co mon Council
NRESENTED ~-25-~~ ~ Su-~S+`~~
NOT APPROVED
ADOPTED g=LS-~~ QS S u-,oS~~~~
Filc~s~ !n Gl~t•!~'~ ~lfi~e
CITY Clc. ie, S0. ~I<;iD, l?1.
TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND:
Your Committee of the Whole, to whom was referred:
BILL NO.
07-67 A RESOLUTION CONFIRMING THEADOPTION OFA DECLARATORY
RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY
OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 1840 NORTH
COMMERCE DRIVE TO BE AN ECONOMIC REVITALIZATION AREA
FOR PURPOSES OF A (5) FIVE-YEAR REAL PROPERTY TAX
ABATEMENT FOR STANZ FOOD SERVICE, INC.
Respectfully report that they have examined the matter and that in their opinion, this bill is
being recommended to the full Council with a favorable recommendation.
Derek Dieter
Chairperson, Committee of the Whole
1200 COUNTY-CITY BUILDING
227 W. JEFFERSON BOULEVARD
SOUTH BEND, INDIANA 46601-1830
PHONE 574/ 235-9371
Fax 574/235-9021
TDD 574/ 235-5567
CITY OF SOUTH BEND STEPHEN J. 1.UECKE, MAYOR
COMMUNITY BL ECONOMIC DEVELOPMENT
.JEFFREY V. GIBNEY
TAX ABA ~~~~1'~REPOR T
TO: SOUTH BEND COMMON COUNCIL
FROM: SHARON TERRELL ,~
SUBJECT: REAL PROPERTY TAX ABATEMENT PETITION FOR:
STANZ FOOD SERVICE, INC.
DATE: April 10, 2007
On March 30, 2007, a petition for real property tax abatement consideration for property located at
1840 North Commerce Drive was filed with the City Clerk by Stanz Food Service. Pursuant to
Chapter 2, Article 6, Section 2-82 of the Municipal Code of the City of South Bend, this petition was
referred to the Department of Community and Economic Development for purposes of investigation
and preparation of a report determining whether the area qualifies as an Economic Revitalization
Area pursuant to I.C.6-1.1-12.1 and whether all zoning requirements have been met.
The Department of Community and Economic Development has reviewed the petition, investigated
the area, and makes the following report.
PROJECT SUMMARY
Stanz Food Service is a full-line, food service distribution business. Stanz uses its warehouse and
distribution facility to store dry, refrigerated, and frozen goods to facilitate the transfer and delivery
of such goods to customers throughout Northern Indiana and Southern Michigan. Land acquisition
costs have been incurred by Stanz to facilitate the use of its site in the Airport Industrial Park area.
The proposed project will enable Stanz to increase the size of its warehouse and distribution facility,
enhance operating efficiencies through new cold/freezer warehouse technology, and accommodate
growth in its full-line grocery warehouse and distribution business.
Stanz proposes to make a substantial investment in new real estate construction and rehabilitation at
their primary warehouse and distribution facility located on Commerce Drive. The investment
includes anew cold/freezer warehouse facility totaling 48,000 square feet to be connected to Stanz's
existing facility, at an estimated cost of $6.6 to $8.8M. An additional investment between $600,000
and $800,000 would be used to rehabilitate Stanz's existing office and warehouse facility.
COMMUNITY DEVELOPMENT ECONOMIC DEVELOPMENT FINANCIAL LC PROGRAM
PAMELA C. MEYER DONALD E. INK$ MANAGEMENT
574/235-9660 5741235-9371 ELIZABETH LEONARD
FAX: 574/235-9697 574/235-9371
South Bend Common Council
RE: Tax Abatement for Stanz Food Service
Apri19, 2007
Page 2
Total taxes to be abated during the (7) seven-year abatement period are estimated at $900,108 for a
project cost of $6,600,000 to $1,200,144 with a project cost of $8,800,000 which is the range the
company has provided.
Total taxes to be amid during the (7) seven-year abatement period are estimated between $679,029 to
$905,372.
EMPLOYMENT IMPACT
Per the petition, the redevelopment and rehabilitation project will not create any additional full-time
or part-time permanent jobs within the first year; however Stanz will be able to maintain 162
existing, permament, full-time jobs and (9) nine existing, permanent, part-time jobs with an annual
payroll of $7,251,439.
ABATEMENT QUALIFICATION
1. A review of the tax abatements previously granted finds that the petitioner has been granted or
associated with (2) two previous tax abatements:
Term/Type Resolution No. Date
5-year real property 3463-OS 5!2312005
5-year real property 1301-85 6/24/1985
2. The Building Commissioner has reviewed the petition and finds the property to be properly
zoned for the proposed project.
3. A review of the South Bend Redevelopment designation areas finds that the property is located
in the Airport Economic Development Area, which is a Tax Incremental Allocation Area;
therefore, the petition for real property tax abatement must first be approved by the South Bend
Redevelopment Commission.
4. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner does meet the
qualifications for an (7) seven-year real property tax abatement under Section 2-83.1, Warehouse
Development in an Economic Development Target Area.
Tax Abatement Schedule prepared for: 23-Apr-o7
STANZ FOODSERVICE, INC.
South Bend German Township 7 Year Real Property Abatement Schedule*
Total estimated Project Cost: $6,600,000
Base Assessed Value: $5,610,000
(base assessed value is estimated at 85% of project cost)
Assume constant tax rate of: 5.1376%
Assume constant SRTC of: 21.7293%
Assessed Gross Less Net Percent Tax Tax
Year Value Tax SRTC Tax Abated Abated Paid
1 $5,610,000. $288,219 $62,628 $225,591 100% $225,591 $0
2 5,610,000 288,219 62,628 225,591 85% 191,752 33,839
3 5,610,000 288,219 62,628 225,591 71% 160,170 65,421
4 5,610,000 288,219' 62,628 225,591 57% 128,587 97,004
5 5,610,000 288,219 62,628 225,591 43% 97,004 128,587
6 5,610,000 288,219 62,628 225,591 29% 65,421 160,170
7 5,610,000 288,219 62,628 225,591 14% 31,583 194,008
$1,579,137 $900,108 $679,029
Total Taxes Due During Abatement: $1,579,137
Total Taxes Abated During Abatement: 900,108
Total Taxes Paid During Abatement: 679,029
* -This schedule is for estimation purposes only and assumes constant tax rates.
The true tax values will ultimately be determined by the actual
assessed valuation and the then current tax rates.
Tax Abatement Schedule prepared for: 23-Apr-07
STANZ FOODSERVICE, INC.
South Bend German Township 7 Year Real Property Abafement Schedule'`
Total estimated Project Cost: $8,800,000
Base Assessed Value: $7,480,000
(base assessed value is estimated at 85% of project cost)
Assume constant tax rate of: 5.1376%
Assume constant SRTC of: 21.7293%
Assessed Gross Less Net Percent Tax Tax
Year Value Tax SRTC Tax Abated Abated Paid
1 $7,480,000 $384,292 $83,504 $300,788 100°!0 $300,788 $0
2 7,480,000 384,292 83,504 300,788 85% 255,670 45,118
3 7,480,000 384,292 83,504 300,788 71 % 213,559 87,229
4 7,480,000 384,292 83,504 300,788 57% 171,449 129,339
5 7,480,000 384,292 83,504 300,788 43% 129,339 171,449
6 7,480,000 384,292 83,504 300,788 29% 87,229 213,559
7 7,480,000 384,292 83,504 300,788 14°l0 42,110 258,678
$2,105,516 $1,200,144 $905,372
Total Taxes Due During Abatement: $2,105,516
Total Taxes Abated During Abatement: 1,200,144
Total Taxes Paid During Abatement: 905,372
-This schedule is for estimation purposes only and assumes constant tax rates.
The true tax values will ultimately be determined by the actual
assessed valuation and the then current tax rates.
7-Aug-08
STANZ FOOD SERVICE, INC.(NEW VERSION)
Public Benefit Points Summary
Qualify Earned Available
Public Benefit Item: Y or N Points Points
Proiect Related:
1. A. Redevelop a Site that has Special Needs N 0 49
B. Develop Based on Local University Research N 0 35
C. Achieve a Physical Element of a Plan Y 36 36
Sub-total Project Related: 36 120
2. ciip^cr .S'Z
v ^ °r^vi~Ct3 fpvint 'r"~ueS are iu~7~i7iativei:
c
A. 100% to 199% Y 25 25
B, 200% to 299% Y 68 68
C. 300% t0 399% N 0 65
D. 400% acid Over N 0 52
Sub-total Super Size Projects: 93 210
3. Construction Related:
A. Employ Local Companies N 0 20
B. Purchase Materials from Local Companies N 0 20
C. Require Employees vs. Independent Contracts N 0 19
D. Require Target Wage Levels N 0 22
E. Require Health Benefits N 0 22
F. Require Pension Benefits N 0 18
G. Maintain Affirmative Action Plan N 0 20
Sub-total Construction Related: 0 141
4. Wage 8~ Benefit Related:
A. Pay Target Wage Levels N 0 33
B. Provide Health Benefits Y 34 34
C. Provide Pension Benefits Y 29 29
D. Provide Training Y 28 2g
E. Provide Child Care N 0 15
F. Provide Transportation Assistance N 0 14
G. Provide Employer Assisted Housing program N 0 9
0
Sub-total Wage & Benefit Related: 91 162
5. Workforce Related:
A. Create New Jobs N 0 42
B. Retain Existing Jobs Y 41 41
C. Maintain Affirmative Action Plan Y 35 35
D. Provide Targeted Hiring Preference N 0 34
Sub-total Workforce Related: 76 152
6. Pay for Municipal Infrastructure:(pointualues are cumulative):
A. Pay for Oversizing or Upgrading N 0 14
B. Pay for 26-50% of Extension Cost N 0 26
C. Pay for 51-75% of Extension Cost N 0 39
D. Pay for 76-100% of Extension Cost N 0 52
Sub-total Infrastructure Related: 0 131
7. Support a Municipal Facility:
A. Support a Municipal Facility Y 84 84
Total Public Benefit Points: 380 1000
* Qualification for each Public Benefit Item based on best available information at time of application or
good faith determination if no information available.
STANZ FOOD SERVICE, INC.
Additional Years of Abatement
Multi-family Development Projects:
From To Additional Years
0 141 0
142
183 _
1
184 225 2
226 267 3
268 309 4
310 351 5
352 393 6
394 & over 7
Other Development Projects:
From To Additional Years
0 300 0
301 357 1
358 414 2
415 471 3
472 528 4
529 585 5
586 642 6
643 1000 7
Subtotal from Points Summary: 380
Base Years of Abatement 3
Additional Years of Abatement: 2
Total Years of Abatement: 5
STANZ FOOD SERVICE, INC.
Additional Years of Abatement
Multi-family Development Proiects:
From To Additional Years
0 141 0
142 183 1
184 225 2
226 267 3
268 309 4
310 351 5
352 393 6
394 & over 7
Other Development Proiects:
From To Additional Years
0 300 0
301 357 1
358 414 2
415 471 3
472 528 4
529 585 5
586 642 6
643 1000 7
Subtotal from Points Summary: 487
Base Years of Abatement 3
Additional Years of Abatement: 4
Total Years of Abatement: 7
CITY OF SOUTH BEND PETITION FOR
REAL PROPERTY TAX ABATEMENT CONSIDERATION
The undersigned owner(s) of real property, located within the City of South Bend, hereby
petition the Common Council of the City of South Bend for real property tax abatement
consideration and pursuant to I.C. 6-1.1-12 1-1, et seg., and South Bend Municipal Code Section
2-76, et seg., for this petition states the following:
1. Describe the proposed redevelopment or rehabilitation project, including information
about physical improvements to be made, the proposed use of the improvements, and a
general statement as to the importance of the project to your business.
Stanz Foodservice, Inc. and/or Stanz Realty Company ("Stanz") propose to make a
substantial investment in new real estate construction and rehabilitation at Stanz's
primary warehouse and distribution facility located at 1840 N. Commerce Drive in South
Bend. This includes investments of (a) between $6,000,000 and $8,000,000 to construct
a new cold/freezer warehouse facilitytotaling approximately 48,000 square feet adjacent
(and to be connected to) Stanz's existin facility; and (b) between $600,000 and
$800,000 to rehabilitate Stanz's existing office and warehouse facility. The overall
investment and proposed project is necessary to enable Stanz to (a) increase the size of its
warehouse and distribution facility, (b) enhance operating_ efficiencies through new
cold/freezer warehouse technology, and (c) accommodate growth in its full line rocery
warehouse and distribution business. This investment is in addition to land acquisition
costs to be incurred by Stanz to facilitate using its site in the South Bend Airport
Industrial Park for the expansion.
Land Size approximately 13.50 acres; Building Size 110,000 (existing) and 48,000
(proposed new) sq. ft.
2. Describe the overall nature of the business and of the operations occurring at the Property
(Please attach additional sheet if more space is needed):
Stanz is a full line food service distribution business which serves customer within a 100-
120 mile radius of South Bend. Stanz uses its warehouse and distribution facility to store
dry, refrigerated and frozen goods and to facilitate the transfer and delivery of such goods
to customers throughout Northern Indiana and Southern Michigan.
3. Estimate the dollar value of the project (excluding land): $6,600,000 - $8,800,000
4. The current assessed valuation of the real property before rehabilitation, redevelopment,
economic revitalization, or improvement: $966,100
(a) The real property for which tax abatement consideration is petitioned (Property) is
-1-
owned or to be owned by the following individuals or corporations (if the business
organization is publicly held, indicate also the name of the corporate parent, if any,
and the name under which the corporation has filed with the Securities and Exchange
Commission):
Name Address Interest
Stanz Foodservice Inc. 1840 N. Commerce Drive Owner*
South Bend, Indiana 46628
*Stanz owns its existing facility and real estate comprising approximately 7.25 acres at 1840 N.
Commerce Drive and has, by contract, the right to purchase approximately 6.33 acres adjacent to
its existing site.
(b) The following other person(s)s lease, intend to lease, or have an option to buy the
Property (include corporate information as required in (5)(a) above, if applicable):
Name Address Interest
N/A N/A N/A
6. The commonly known address of the Property is: 1840 N. Commerce Drive
7. The Key Number(s) of said property is: 18-2183-688604, 18-2183-6832, 18-2183-6834,
18-2183-6838, 18-2183-6840, 18-2183-6842 and 18-2183-6844
8. A legal description of the above address is attached hereto, marked "Exhibit A," and
incorporated herein.
9. A map and/or plat describing the Property is attached hereto, marked "Exhibit B," and
incorporated herein.
10. Photographs of the Property, taken within two (2) weeks of filing of this petition, are
attached hereto, marked "Exhibit C," and incorporated herein.
11. The redevelopment and rehabilitation project, itself, will not create additional full-time
and part-time permanent jobs within the first year, but will enable Stanz to maintain 162
existing permanent full-time jobs and 9 existing permanent part-time jobs with an annual
payroll of $7,251,439, including existing permanent full-time minority employment of 12
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positions.
12. The projected annual salaries for each new position indicated above are estimated to be as
follows (If more space is needed, please attach a separate sheet):
N/A
13. Please indicate whether your company provides the following benefits (use Y/N):
Y Health Care Benefits
Y Pension Plan
Y Employer Provided Training (recognized or certified training/educational
courses or programs)
N Day Care (provide or contribute to the cost of child day care for its
employees)
N Transportation Assistance (provide direct or indirect support and assistance to
its employees without private transportation to get back and forth from
residence to place of employment)
N Employer-Assisted Housing Program (provide an employer-assisted home
ownership program)
Y Targeted Hiring Preference (provide hiring preference for residents of Census
Tracts designated by the Community & Economic Development Dept. that
have the highest unemployment or the highest percentage of low and
moderate income individuals).
(Additional information may be requested for verification of the above items)
14. List the real and personal property taxes paid at the location during the previous five
years, whether paid by the current owner or a previous owner:
Year Real Property Taxes Personal Property Taxes
2006 $38,548.62 $147,587.52
2005 $36,948.96 $130,713.80
2004 $37,587.88 $133,207.23
2003 $35,391.53 $111,281.70
2002 _ $5.6,330.46 $117,875.30
(Please contact the St. Joseph County Treasurer's office at 235-9531 for this information.)
-3-
15. Please list the number of minority employees for each of the last three years:
YEAR 2006 YEAR 2005 YEAR 2004
FULL PART FULL PART FULL PART
Black 10 7 1 10 1
Hispanic 2 1 1
Asian 1 1
Indian
Other
16. What is the commitment your firm makes to minority employment during the next five
years?
Stanz Foodservice. Inc. is an equal onnortunity emnlover. Emnlovment decisions are
based on merit and business needs, and have not been based on race, color, citizenship
status, national origin, gender, a~ ig on, physical or mental disability, veteran status,
or any other factor protected by law. Stanz is, however, committed to continuing_to
follow affirmative action measures during the next five years to attract minority
candidates. Rather than relying on walk-in traffic for the applicant pool, Stanz will
advertise in local newspapers and increase its use of employment agencies to attract
minority candidates. Continued expansion of the recruitment methods is intended to
increase Stanz' applicant pool and facilitate the selection of qualified minority candidates
for open positions at Stanz, includin frg om applicants who may reside in targeted census
tracts surrounding the South Bend Airport Industrial Park.
17. Indicate whether or not your project meets any of the following criteria (contact
Community & Economic Development Dept. 235-9335 for information on this section):
N Conversion to residential use of a commercial "Eligible Building" as designated
by the Community & Economic Development Dept.
N Rehabilitation of a building that is either designated as a National Register or
local landmark or is eligible for nomination as one, located in a National Register
or local landmark district, or rated as Outstanding or Significant in the most recent
Historic Preservation Commission county wide survey.
N Rehabilitation and reuse of a property that is designated a Problem Property by
the Community and Economic Development Department.
N Pays for the cost of cleaning up a "Brownfield" which is any site, building facility
or complex that has been designated a Brownfield by the Community and
Economic Development Department.
Y Achieves a physical element identified in a development or revitalization plan that
has been approved by the Council
18. Is your business based upon licensing intellectual property from research conducted at a
public or private university, college, or community college located within St. Joseph
County, Indiana? If yes, please include a description of the research based aspects of the
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business (attach additional sheet if more space is needed): N/A
19. No building permit has been issued for construction on the property in connection with
the improvement in question as of the date of filing of this petition. (The signature at the
end is verification of this statement.) No building_permit has been issued.
20. Does your business financially support a Municipal Facility (i.e. municipally owned park,
recreation center, cultural, arts, or entertainment facility)? Yes, Stanz supports Municipal
Facilities, includingL without limitation, the Morris Performing Arts Center and Palais
Royale.
21. Is your company incurring any of the cost of extension or oversizing of municipal
infrastructure serving the project site? This includes water, sewer, drainage facilities,
wastewater treatment facilities, road and street improvements, street lighting, traffic
control and related public improvements (attach additional sheet if more space is needed):
N/A
22. Information is required on the companies through which construction materials will be
purchased for the project. (Please complete the table attached hereto as No. 22).
23. Information is required on the construction companies that will be utilized for
construction of the project. (Please complete the table attached hereto as No. 23).
24. The Standard Industrial Classification (SIC) or North American Industry Classification
Systems (NAILS) major group within which the proposed project would be classified, by
number and description: 4244: Grocery and Related Product Wholesaler
424410 (General Line Grocery)
25. The Internal Revenue Service Code of Principal Business Activity by which the proposed
project would be classified, by number and description:
424400 -Merchant Wholesale (Non-Durable Goods)/Grocery and Related Products
26. The current use of the Property is warehouse/distribution and the current zoning is "LI"
Light Industrial (use) and N/A (height and area).
(Please contact the Building Department at 235-9554 for this information.)
27. Has your business been granted previous tax abatement(s)? If yes, please provide type
(real and/or personal property) and date of approval.
In 1985, the City of South Bend granted tax abatement on a 20,000 square foot addition
to Stanz Foodservice, Inc.'s warehouse facility. In addition, Stanz received approval for
-5-
tax abatement related to the proposed construction of a new warehouse/distribution
facility in the U.S. 31 Industrial Park. After 2005, Stanz has opted to evaluate making its
investment at its current site in the Airport Industrial Park as opposed to relocating its
entire facility to a new facility.
28. Other anticipated public financing for the project, including, if any, industrial revenue
bonding to be sought or already authorized, assistance through the United States
Department of Housing and Urban Development funds from the City of South Bend,
Small Business Association Section 503 or 504 financing through the Business
Development Corporation of South Bend, Mishawaka, and St. Joseph County, Indiana,
Industrial Revolving Fund, Neighborhood Business Development Corporation,
Corporation for Entrepreneurial Development, or other public financial assistance,
including but not limited to public works improvements.
None.
29. The following person(s) should be contacted as the petitioner's agent regarding additional
information and public hearing notifications:
NAME: Timothy D. Hernly & Richard J. Deahl, Barnes & Thornburg LLP
ADDRESS: 600 1St Source Bank Center, 100 North Michigan
CITY, STATE, ZIP CODE: South Bend, IN 46601
TELEPHONE: 574-233-1171
30. Please indicate the name, address, and telephone number of the person who will work
with Employment Training Services (ETS) for employee recruitment, and sign the ETS
form attached to the petition if the real tax abatement is for warehouse or industrial
developments.
NAME: Mark Harman, President
ADDRESS: 1840 N. Commerce Drive
CITY, STATE, ZIP CODE: South Bend, Indiana 46628
TELEPHONE: _574) 235-8524
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WHEREFORE, Petitioner requests that the Common Council of the City of South Bend,
Indiana, adopt a declaratory resolution designating the area described herein to be an economic
revitalization area for purposes of tangible real property tax abatement consideration, and after
publication of notice and public hearing, determine qualifications for an economic revitalization
area have been met, and confirm such Resolution. Petitioner herein hereby verifies that the
required $250.00 filing fee to cover processing and administrative costs pursuant to Section 2-
84.7 of the Municipal Code of the City of South Bend has been paid in full.
Name of Property Owner(s):
STANZ CHEESE CO., INC. d/b/a/ STANZ
FOODSE CE, INC.
By: elL~
(Signed Name)
Mark Harman, President
(Typed or printed name and capacity of signor if signed by an
agent or representative of the owner.)
Attachments:
Exhibit A -Legal Description
Exhibit B -Map or Plat
Exhibit C -Photographs of the Property
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Filed In Clerk
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03/23/2007 16:22 18777469805 STANZ CONFIDENTIAL PAGE 02/02
03/23/2007 ,2:22 k'A~ 6303883900 PAYVI LE USA ~100a
C6 RICHARD ELLIS Fax:574-237-6D0 War 22 2007 13:1D P. D2
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• • Nlaxnh 22, 2007
. ~Vlr. Mack Hararaa
• ' ~ ' Preaidernt
-.~~~-~~... :::StanzFaod~Service,Inc. ~ ~ - ... .
_. ., ,..,.. X~dt1l~TorflLComirierce.~ive. • . .... .. , ., .....
• • Booth 13Gnd, xN 4b~628 ~ ~ - ~,
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... .. , .... .. . ~: . ~~chase/Sale ofl?srR~~
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,
. ..~ , , , .. . ,... roro t'oz bt far , , ,
• D~Mi: Hannan; .
... As Yan i~aw, p~brmance I'xoge-0rties eiwork V, LLC and St~,z Realty Co., LLP'aie ..
- ~ • partite to the base ~~Lgreem~d £~ the atud sale of mukipla'le#s acl~a~oe4t to Sroa~r
eXistin~ Iroperty at'II;4U North Commerce
,
:
. . e ~ Souk Betttd. I nndcx$lgnd that yon are '..
..
,
. .
,
• ~ • z~itiesli>Zg ths£ ttla exisizag ~I~A~'h' (as well as the property snbjeQ m the Piachaec Agreemrat)
YaC d~~0$ R6 as ecauorcic ~v3tall~tion ~nr Ptttpa~- 4~ 1~[ ~ for fBture .
' ~I1VC9t~I.pptS. .
' • • Please acce~pt,thia lam' rest ~ and app~vval that you map soak tb-e desi~atiom -
.. ~ ,af'pzppcxty c.~ia~lq awned lOy I'er£oripanee geriy NetavcrlF V, L~.C (wlrioh xs sabjed to our. .
as am area e~ble fv~'ta~ abate. •
Agrccmenr~
' : , I would also be happy €o confuui flus agpmval .. .
.
. ,
.. ,- ~ ' roPft12 tl~~i r~**r .^~;tv end Eoorioxnic Developm _ ~epszhn~t, Cle,~ o~tlte: ~y o~ Saitth~~and' '
. • . and Cvsamo74'~otmoil,l~A9Cessmy. .' - ; , . .
. ' ~ . ' Vtry bmlY Yours,
• • ' 1?1~tFf3RMA,NG',E PROPERTI~?S
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Table (No. 22). In the following chart please indicate companies that were used for purchasing
materials used in the construction or rehabilitation associated with the project. Include the
location of the company, description of the materials, and cost of the materials. Additional
information may be requested for verification of this information. (If more space is needed,
please photocopy this page).
Name and Address of Com an llescri tion of Materials Lost o1 Materials
** Please see Response Below**
**At this time, Stanz has engaged an Architect to design and provide an estimate of costs to
construct the proposed facility. The Architect may also be engaged as the General Contractor to
manage the construction project. Stanz intends to procure as much materials (which are
available locally) as possible and intends that more than 75% of its materials which are available
locally will be purchased locally. Stanz commits to meet with the Department of Community
and Economic Development to provide the information requested above after Stanz has more
detailed information to provide on its materials and suppliers.
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Table 22 .~ ;~;;-;~+r:;r r~
Table (No. 23). In the following chart please list the companies that will be used for the
construction or rehabilitation associated with the project. Indicate the name and address of each
company; list the dollar amount of the work to be provided by each company; indicate whether
or not 100% of the workers are employees of that company or independent contractors; indicate
whether or not the company pays workers wages that meet the wage rates for each classification
of laborers and mechanics published by the U.S. Department of Labor; indicate whether or not
the company contributes to a health plan for its employees; indicate whether or not the company
contributes to a pension plan for its employees; and indicate whether or not the company
maintains an affirmative action plan or other similar plan to achieve racial diversity. Additional
information may be requested for verification of this information. (If additional space is needed,
please photocopy this page).
Construction Cost of All Workers Pay
Company Work Employees or Wage
Name and or Rate
Address independent (y/n)
contractors
Contribute Contribute Maintain
to a to a
Health Pension
Plan (y/n) Plan (y/n)
Affirmative
Action
Plan (y/n)
* *At this time, Stanz has engaged an Architect to design and provide an estimate of costs to
construct the proposed facility. The Architect may also be engaged as the General Contractor to
manage the construction project. Stanz intends that it and/or its General Contractor will engage
as many contractors/subcontractors as possible who (a) fully employ individuals and do not use
contract labor, (b) pay wage rates in accord or in excess of the Davis Bacon wage scales, (c)
contribute to health and retirement plans of employees, and (d) maintain affirmative action plans.
Stanz commits to meet with the Department of Community and Economic Development to
provide the information requested above after Stanz has more d
its subcontractors. Flllyd Itt Ci~r~'~ ®~~~~~
r~aR 3 o Zoos
Table 23
EXHIBIT A
LEGAL DESCRIPTION OF PROPERTY
PARCEL I: A tract of land in the Southwest Quarter of Section 33, Township 38
North, Range 2 East, City of South Bend, St. Joseph County, Indiana, more particularly
described as follows: Commencing at a brass plug at the center of said Section 33; thence
South 90°00'000° West on and along the North line of the Southwest Quarter of said
Section 33 a distance of 679.78 feet; thence South 00°42'05" West a distance of 9.01 feet
to an iron at the Southwest corner of Progress Drive and Maplewood Avenue; thence
South 00°42'05" West on and along the West line of Maplewood Avenue a distance of
399.39 feet to the true place of beginning; thence South 00°42'05" West on and along the
West line of Maplewood Avenue a distance of 409.85 feet; thence South 89°30'39" West
a distance of 434.08 feet to the East line of Commerce Drive; thence North 00°29'21"
West on and along the East line of Commerce Drive a distance of 409.85 feet: thence
North 89°30'39" East a distance of 442.55 feet to the true place of beginning.
Said tract being Lot Number 21 of the Airport Industrial Park, Phase II.
PARCEL II: Lots Numbered Twenty-eight (28), Twenty-nine (29), Thirty (30) and
Thirty-one (31) as shown on the recorded Plat on the recorded Plat of Post Place, recorded
August 21, 1912 in Plat Book 9, page 142 in the Office of the Recorder of St. Joseph
County, Indiana.
PARCEL III: A tract of land in the Southwest Quarter of Section 33, Township 38
North, Range 2 East, City of South Bend, St. Joseph County, Indiana, more particularly
described as follows: Commencing at a brass plug at the center of said Section 33;
thence South 90°00'00" West on and along the North line of said Southwest Quarter of
Section 33 a distance of 679.78 feet; thence South 00°42'05" West a distance of 9.01 feet
to an iron at the Southwest corner of Progress Drive and Maplewood Avenue, said point
being the true place of beginning; thence South 90°00'00" West on and along the South
line of said Progress Drive, a distance of 450.98 feet to an iron on the East line of
Commerce Drive; thence South 00°29'21" East on and along the East line of Commerce
Drive, a distance of 403.15 feet to an iron; thence North 89°30'39" East a distance of
442.55 feet to an iron on the West line of Maplewood Avenue; thence North 00°42'05"
East on and along the West line of Maplewood Avenue a distance of 399.39 feet to the
place of beginning. Said tract being Lot Numbered 22 of the Airport Industrial Park
Phase 2.
ALSO, a portion of Maplewood Avenue vacated by the City of South Bend, Indiana,
pursuant to Vacation Resolution No. 3466 (1977), which portion is more particularly
described as follows: A portion of Maplewood Avenue, beginning at the South right-of-
way line of Progress Drive and the East right-of--way line of Maplewood Avenue, South
345 feet to the Southwest corner of Lot 27 in Post Place Addition; thence West 50 feet;
thence North 345 feet; thence East 50 feet to the place
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EXHIBIT B
MAP/PLAT OF PROPERTY
PLEASE SEE DIAGRAMS ATTACHED HERETO
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Information shown on this map is not warranted for accuracy or merchantability. Reproduction of this material is not possible without the
written ermission of the Michiana Area Council of Governments.
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EXHIBIT C
PHOTOGRAPHS OF PROPERTY
PLEASE SEE PHOTOGRAPHS ATTACHED HERETO
SBDS02 RJD 353339v1
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