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HomeMy WebLinkAboutConfirming Tax Abatement - 4440 North Portage Road - The South Bend ClinicRESOLUTION 3689-07 Passed by the Common Council of the City of South Bend, Indiana January 22, 2007 Attest: City Clerk President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana January 23, 20 07 Approved and signed by me . T a n„ ~ r ~, ~ G. 20 ~ ~ City Clerk RESOLUTION NO. 3 tO~-~ A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 4440 NORTH PORTAGE ROAD AS AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A (5) FIVE-YEAR REAL PROPERTY TAX ABATEMENT FOR THE SOUTH BEND CLINIC 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 4440 North Portage Road, South Bend, Indiana, and which is more particularly described as follows: THAT PART OF A TRACT OF (13) THIRTEEN ACRES OFF THE NORTH END OF A (25) TWENTY-FIVE ACRE TRACT OFF THE NORTH END OF THE WEST HALF (1/2) OF THE NORTHWEST QUARTER (1/4) OF SECTION (22) TWENTY-TWO, TOWNSHIP (38) THIRTY- EIGHT NORTH, RANGE (2) TWO EAST, WHICH LIES EAST OF THE HIGHWAY KNOWN AS THE PORTAGE PRAIRIE ROAD and which has Key Number 004-1014-0217, 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 remonstrance's 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 Real 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 (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 sea. 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. ~frWL4- Member of the on Council l _ ZZ-~~ pRESENTEb NOT APPRO~lED ADOPTED ~ _ZZ a1 ~i~~t'~ ~~n~ ~ N~r-~' a (,~lii~8 r /~ ~• ~ F' I - G r_ ~J' 1 Jd;~id 1f00i~DE CITY CLE~tK, S0. EE'~D, lN. 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. LUECKE, MAYOR December 29, 2006 COMMUNITY & ECONOMIC DEVELOPMENT SHARON T. 11CNDALL EXECUTIVE DIRECTOR Council Member Roland Kelly, Chairperson Community & Economic Development Committee South Bend Common Council 4th Floor, County City Building South Bend, IN 46601 RE: Commercial Real Property Tax Abatement Petition for: THE SOUTH BEND CLINIC (PORTAGE-BRICK BRANCH OFFICE) Dear Council Member Kelly: Please find attached the Department of Community & Economic Development's report on a commercial real property tax abatement petition for the above-referenced petitioner for the construction of a facility located at 4440 North Portage Road. Also attached is a copy of the petition, Statement of Benefits form, and supporting information. The report contains the Department's findings relative to the above petition. The petitioner, The South Bend Clinic proposes to develop a primary medical care office with a 102-space paved surface parking lot. The total cost of the project is estimated to be $2,943,000. The South Bend Clinic is seeking a (5) five-year real property tax abatement. Please note that the Clinic is asking for a special exception because the application does not meet the general standards for a real property tax abatement asset forth in the City's ordinance. A representative of The South Bend Clinic will be available to meet with the Committee on Monday, January 8, 2007. Should you or any of the other Council members have any questions concerning the report, or need additional information, please feel free to call me at 235-5825. Sincerely, ~.IlA1tA-1~ Sharon Terrell Economic Development Attachments cc: South Bend Common Council Members Mayor Stephen Luecke Sharon Kendall Don Inks Bill Schalliol COMMUNITY DEVELOPMENT ECONOMIC DEVELOPMENT FINANCIAL LC PROGRAM PAA4ELA C. MEYER DONALD E. INKS MANAGEMENT 5741235-9660 5741235-9371 EL~zaeETH LEONARD FAX: 574/235-9697 574/235-9371 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. LUECKE, MAYOR COMMUNITY ~L ECONOMIC DEVELOPMENT SHARON T. I{ENDALL EXECUTIVE DIRECTOR TAX ABATEMENT REPOR T TO: SOUTH BEND COMMON COUNCIL FROM: SHARON TERRELL~ SUBJECT: REAL PROPERTY TAX ABATEMENT PETITION FOR: THE SOUTH BEND CLINIC (PORTAGE-BRICK ROAD BRANCH OFFICE) DATE: December 29, 2006 On December 19, 2006, a petition for real property tax abatement consideration for property located at 4440 North Portage Road was filed with the City Clerk by The South Bend Clinic. The applicant is asking for a special exception because the project does not meet the general standards for real property tax abatement set forth in Chapter 2, Article 6, Section 2-77 through 2-83.3 of the Municipal Code of the City of South Bend. Pursuant to Chapter 2, Article 6, Section 2-82 of the Municipal Code, this petition was referred to the Department of Community and Economic Development for purposes of investigation and preparation of a report determining whether the azea 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 (a copy of which is attached), investigated the area, and makes the following report. PROJECT SUMMARY The South Bend Clinic proposes to develop a vacant, undeveloped lot into a branch campus for primary medical care services. The company plans to construct a 1'/2 story, 13,874 square foot medical office building with a 102-space paved surface parking lot. The estimated cost of the addition is $2,943,000. The Clinic is seeking a special exception real property tax abatement. FINANCIAL HL PROGRAM COMMUNITY DEVELOPMENT ECONOMIC DEVELOPMENT IyIANAGEMENT PAMELA C. MEYEIi DONALD E. INKS 574/235-9660 574/235-9371 ELIZABETH LEONARD 574/235-9371 FAX: 574/235-9697 South Bend Common Council RE: Tax Abatement for The South Bend Clinic December 29, 2006 Page 2 The project meets the point requirements for five years of abatement. It would be the staff's recommendation to make the project eligible fora (5) five-year real property tax abatement. Total taxes to be abated during the (5) five-year abatement period are estimated at $301,782. Total taxes to be paid during the (5) five-year abatement period are estimated at $201,188. EMPLOYMENT IMPACT Per the petition, it is estimated that the total project will create (1) one new, permanent, full-time job and (2) two permanent, part-time jobs within the first year representing a new annual payroll of $66,705. The project will also maintain (19) nineteen existing, permanent, full-time jobs and (7) seven, permanent, part-time jobs representing an annual payroll of $600,000. ABATEMENT QUALIFICATION 1. A review of the tax abatements previously granted, finds that the petitioner has not been granted or associated with any previous tax abatements. 2. The Building Commissioner has reviewed the petition and finds the property to be properly zoned for the proposed project. 4. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner does not meet the qualifications for a real property tax abatement. A (5) five-year real property tax abatement is being sought as a special exception. THE SOUTH BEND CLINIC, LLP Public Benefit Points Summary " Qualify Public Benefit Item: Y or N Project Related: 1. A. Redevelop a Site that has Special Needs N B. Develop Based on Local University Research N C. Achieve a Physical Element of a Plan N Sub-total Project Related: 2. Super Size Projects (point values are cumulativel: A. 100% to 199% B. 200% to 299% C. 300% to 399% D. 400% and Over Sub-total Super Size Projects: 3. Construction Related: A. Employ Local Companies B. Purchase Materials from Local Companies C. Require Employees vs. Independent Contractors D. Require Target Wage Levels E. Require Health Benefits F. Require Pension Benefits G. Maintain Affirmative Action Plan Sub-total Construction Related: 4. Wage & Benefit Related: A. Pay Target Wage Levels B. Provide Health Benefits C. Provide Pension Benefits D. Provide Training E. Provide Child Care F. Provide Transportation Assistance G. Provide Employer Assisted Housing program Sub-total Wage & Benefit Related: 3-Jan-07 Earned Available Points Points 0 49 0 35 0 36 0 120 N 0 25 N 0 68 N 0 65 N 0 52 0 210 Y 20 20 Y 20 20 N 0 19 N 0 22 Y 22 22 Y 18 18 N 0 20 Y Y Y Y N N N 5. Workforce Related: A. Create New Jobs Y B. Retain Existing Jobs Y C. Maintain Affirmative Action Plan Y D. Provide Targeted Hiring Preference Y Sub-total Workforce Related: 6. Pav for Municipal Infrastructure: (point values are cumulative): A. Pay for Oversizing or Upgrading N B. Pay for 26-50% of Extension Cost Y C. Pay for 51-75% of Extension Cost N D. Pay for 76-100% of Extension Cost N Sub-total Infrastructure Related: 7. Support a Municipal Facility: A. Support a Municipal Facility N Total Public Benefit Points: 33 34 29 28 0 0 0 124 42 41 35 34 f52 14 26 0 0 40 0 396 33 34 29 28 15 14 9 162 42 41 35 34 152 14 26 39 52 131 84 1000 ' Qualification for each Public Benefit Item based on best available information at time of application or good faith determination if no information available. THE SOUTH BEND CLINIC, LLP 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: 396 Base Years of Abatement 3 Additional Years of Abatement: 2 Total Years of Abatement: 5 Tax Abatement Schedule prepared for: 3-Jan-o~ THE SOUTH BEND CLINIC South Bend German Township 5 Year Real Property Abatement Schedule* Total estimated Project Cost: $2,943,000 Base Assessed Value: $2,501,550 (bas e 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 $2,501,550 $128,520 $27,926 $100,594 100% $100,594 $0 2 2,501,550 128,520 27,926 100,594 80% 80,475 20,119 3 2,501,550 128,520 27,926 100,594 60% 60,356 40,238 4 2,501,550 128,520 27,926 100,594 40% 40,238 60,356 5 2,501,550 128,520 27,926 100,594 20% 20,119 80,475 $502,970 $301,782 $201,188 Total Taxes Due During Abatement: $502,970 Total Taxes Abated During Abatement: 301,782 Total Taxes Paid During Abatement: 201,188 -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. 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 sec ., and South Bend Municipal Code Section 2-76, et sec ., for this petition states the following: 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. The proposed project will convert a current vacant, undeveloped lot into a campus for primary medical care services. The western portion of the land will be developed with a 1.5 story 13 874 gross square foot medical office that will offer the services of up to eight physicians specializing in family medicine and internal medicine. Parking space will consist of 102 paved surface parking spaces. Primary campus access will be from Brick Road. Comprehensive landscaping will be undertaken so as to present a community based, residential medical office complementing area conditions, while the balance of the property which will be undeveloped and available for future use will be seeded with natural wildflowers and grasses. (See additional information on Exhibit D.) Land Size 12.72 acres +/- acres; Building Size 13,874 BGSF 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): The medical office will offer the services of up to eight physicians specializing in family medicine and internal medicine. Supporting the physicians will be a complement of on-site diagnostic services including plain film radiography, screening mammography and basic laboratory services. The physicians will serve a patient population from obstetric and newborn care through children, adolescents adults and the elderly. On site procedural services will include minor office surgery and care of acute inluN, flexible sigmoidoscopy, primary dermatologic services, routine fracture care, and complete physicals and preventative medicine services. (See additional information on Exhibit D.) 3. Estimate the dollar value of the project (excluding land): $2,943,000 4. The current assessed valuation of the real property before rehabilitation, redevelopment, economic revitalization, or improvement: $26,100 (a) The real property for which tax abatement consideration is petitioned (Property) is 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 Portage Property Development, LLC, a wholly owned real estate entity of The South Bend Clinic LLP (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 The South Bend Clinic, LLP, 211 N. Eddy St., South Bend, IN 46617-Leasee 6. The commonly known address of the Property is: 4440 N. Portage Ave, South Bend, IN 46628 7. The Key Number(s) of said property is: 004-1014-0217 A legal description of the above address is attached hereto, marked "Exhibit A," and incorporated herein. See Attached Exhibit A 9. A map and/or plat describing the Property is attached hereto, marked "Exhibit B," and incorporated herein. See Attached Exhibit B-1 and B-2 10. Photographs of the Property, taken within two (2) weeks of filing of this petition, are attached hereto, marked "Exhibit C," and incorporated herein. See Exhibit C 11. The redevelopment or rehabilitation project itself will create 1 full-time and 2 part-time permanent jobs within the first year, representing a new annual payroll of $66,705 (b) and will maintain 19 existing permanent full-time and 7 existing permanent part-time jobs with an annual payroll of $598,868 (b), including existing permanent full-time minority employment of 2 and existing permanent part-time minority employment of 1. Footnotes to # 11 (a) It is projected that year one will add three incremental positions, one full time and two initially as part time ~rowin~ to full time by mid to end of year. See response to # 12 for 2 more detail. 12 13 fib) Payroll noted are wa ems onl~and do not include additional benefit cost/contribution factor of 27% for retiremen~lan medical dental life insurance FICA, etc. 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): Radiolology Technologist (RT) median annual wage is $41 600 plus benefit costs at incremental 27% for a total of $52 832 in effective annual compensation and benefits Mammography Technologist (RT) median annual wage is $43,680 plus 27% benefit factor for a total of $55 473. Patient Services Representative (PSR) median annual wage is $24 065 plus 27% benefits factor for a total $30,562. It is expected that in the first full year of operation the RT positions will initially be hired at half time equivalents becoming full time late in the first year and into the second year of operation and beyond. The PSR position is anticipated to be hired full time from project inception As a result of the phasing total incremental annual compensation and benefits beginning in year one is projected at $84,714, growing to $138 867 in year two and beyond. Year Real Property Taxes Personal Property Taxes 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: 2006 $591.66 NA 2005 $572.76 NA 2004 $569.47 NA 2003 $575.85 NA 2002 $551.73 NA (Please contact the St. Joseph County Treasurer's office at 235-9531 for this information.) 14. Please list the number of minority employees for each of the last three years: YEAR 2006 YEAR 2005 YEAR 2004 FULL PART FULL TIME FULL PART Black 35 5 23 3 29 4 Hispanic 14 2 9 1 6 0 Asian 1 0 0 0 0 0 Indian 3 0 3 0 1 0 Other NA NA NA NA NA NA 3 Data Source: South Bend Clinic EEO-1 report 15. What is the commitment your firm makes to minority employment during the next five years? The South Bend Clinic is an equal opportunity employer. Employment decisions are based on merit and business needs and have not been based on race, color, citizenship status national origin gender, ape, religion, physical or mental disability veteran status or any other factor protected by law. The South Bend Clinic does however follow a strategy to attract minority candidates for positions and will continue to do so during the next five (5) nears as the Clinic pursues its expansion efforts. The South Bend Clinic is committed to minority recruitment and hiring in all its offices and positions. The Clinic provides externship opportunities for local students in medical training programs offered by such institutions as Inv Tech and Brown Mackie colleges. Clinic employment recruitment strategy relies heavily on media (newspaper and internet) as opposed to walk in applicants. Additionally, the Clinic commits to targeting minority recruitment and hiring opportunities through area publications and internet web sites specifically designed for and targeting minority populations and new efforts with the Workforce Development Department. In recent hiring, the Clinic has specifically targeted individuals of Hispanic origin and speaking skills to as to better serve an increasing Hispanic population seeking medical care. Additionally the Clinic will continue its relationship with Logan Center, providing employment opportunities for the disabled. 16. 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.) 17. The Standard Industrial Classification (SIC) or North American Industry Classification Systems (NAICS) major group within which the proposed project would be classified, by number and description: SIC is 8011: Offices of Medical Doctors, NAICS is 621111: MD or DO Offices 18. The Internal Revenue Service Code of Principal Business Activity by which the proposed project would be classified, by number and description: 621111 Offices of Physicians (except mental health specialists) 19. The current use of the Property is Vacant Lot and the current zoning is "O", office (use) and 50" height max, area unlimited (height and area). (Please contact the Building Department at 235-9554 for this information.) 20. Has your business been granted previous tax abatement(s)? If yes, please provide type (real and/or personal property) and date of approval. 4 e ~ ~ No 21. 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. No public financing is expected. Project will be privately financed by owners through National City Bank and conventional mortgage financing. 22. The following person(s) should be contacted as the petitioner's agent regarding additional information and public hearing notifications: NAME: Rich 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 filed in Clcffi~'S C~fic® pEC 1 9 2006 aor+ri vooaDE Cf'1Y CLERk, Sfl, g~D,1N. 5 23. 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: Beth Pemberton c/o The South Bend Clinic ADDRESS: 211 N Eddy St. CITY, STATE, ZIP CODE: South Bend. IN 46617 TELEPHONE: 574-239-1406 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): The South Bend Clinic, LLP & Portage Attachments: Exhibit A -Legal Description Exhibit B -Map or Plat Exhibit C -Photographs of the Property ~lE~~ SBDS02 TDH 301032v1 g 2006 ' DES ~ ~._--- 6 Paul J. Meyer, Executive Director and Manager (Typed or printed name and capacity of signor if signed by an agent or representative of the owner.) 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 9nd Address of Cmm~Anv ilncrrir~*inn ..F M.^te...nl~ I'•....a ..ate as_~__t_r_ Please see s readsheet with additional ~ V^ ~Ia M~{rl •f~ll information attached ereto n response to uestions 22 and 23. (Rev 8!11/03} g 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 do]lar 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 maybe requested for verification of this information. (If additional space is needed, please photocopy this page). Construction Company Cost of All Workers Pay Contribute Contribute Maintain Name and Address Work Employees or Wage to a to a Affirmative or independent Rate Health Pension Action nnntrortnrc !v/nl Dl.,.. !../..1 Dl.... !,./..1 tv.... /..i_• Please see s readsheet with additional informs tion attached hereto in response to Questions 22 and 2 . (Rev 8/t l/03) g PROJECT DIRECTORY SOUTH BEND CLINIC APPROX. All workers Contrib to Contrib to Maintain DESCRIPTION ADDRESS CONTRACT AMT EE or Indep Health Plan Pension Pian Affirm Action Contractors YesMo YosfNo Plan Yes/No Design -Build General Anton Construction Co., Inc. job directs $73,741.00 Empbyee Y Y Y Contractor 2146 ENchart Road, P.O. Box 825 mist malls $60,300.00 Goshen, IN 46527 labor $130,000.00 Excavator Cutting Edge Excavation $114,000.00 Employee Union Union Y P. O. Box 2384 WBE-Latino Elkhart, IN 46515 AsphaR Paving Rieth-Riley Construction Co., Ina $80,000.00 Empbyee Union Union Y 25200 SR 23 South Bend, IN 46614 Landscape Foegley Landscape, Inc. $46,000.00 Employee Y Y Y 52215 N. Lilac Road South Bend, IN 46628 Irrigation Altrnan Incorporated $14,300.00 Employee N N N P. O. Box 2633 South Bend, IN 46680 6rmito Treatment little Game Hunters, Inc. $3,000.00 Employee Y N WBE 9117 Indiana Place Memllville IN 46410 Steel Fabrication Evans Metal Products Co., Ina $35,000.00 Empbyee Y N N 53412 CR 9 North Elkhart, IN 46514 Concrete Materials Kuert Concrete $24,000.00 Materials Only 3402 Uncolnway West South Bend, IN 46628 RelMorcement C.MA Suppy Co. $4,000.00 Materials Only 910 West Ireland Road South Bend, IN 46614 Manufactured Stone Accent J ~ N Stone, Inc. $27,253.00 Both Y Y Y 905 E. Waterford Street Wakarusa, IN 46573 Truss Ratters Big C Lumber $15,150.00 Materials Only 1017 Cassopolis Street ElkhaR, IN 46514 Lumber Materials Big C Lumber $68,210.00 Materials Only 1017 Cassopolis Street Elkhart, IN 46514 Roofing - Shin9bs E• B• R~tln9 $30,595.00 Employee N Y N 18976 County Road 48 P.O. Box 169 New Paris, IN 46553 Project # 6.631 12/27/2006 PROJECT DIRECTORY SOUTH BEND CLINIC APPROX. All workers Contrib to Corrtrib to Maintain DESCRIPTION ADDRESS CONTRACT AMT EE or Indep Health Plan Pension Plan Affirm Action Bulidiny Insulation Momper Installed Building Products 527,551.00 Empbyae Y Y N 4500 Wyiand Drive Elkhart, IN 46516 uminum Storefront i Tri-VaNey Glass Co., Inc. 523,912.00 Employee Y Y N Glass 50820 US 33 N. South Bend, IN 46637 Clad Windows i Door The Window Center 564,290.00 Materials Only 5346 E. Paris S.E. Grand Rapids MI 49512 Doll Door, HM Franws Lauaro Companies, Inc. 554,200.00 Materials Only ~ Hardwaro 5880 Broadway MerripviAe, IN 46410 Drywall hanptnp & ftntshing Boswep Drywafl 552,265.00 Indep Contr WA WA N/A 106 S. Michigan Street P.O. Box 539 lakevipe, iN 46536 Palntiny DlB Painting Contractor 546.900.00 Empknree Y N N 17470 CR 34 (office) Goshen, IN 46528 Casework iTrim Big C Lumber 561,850.00 Materials Only 1017 Cassopdis Street Epdiart, IN 46514 Floor Covering Troyer Carpets 541,821.00 Indep Contr Y N N 926 E. Lincdn Avenue Goshen, IN 46528 PECIALTIES: oilet Accossorles Rupel Engineered Products, Inc. 55,710.00 Materials Only 57738 CR 3 Elkhart, IN 46517 Sound Panels. SAT. Old FoR Building Supply 562.962.00 Materials Only Lodters, etc. 1401 S. Main Street South Bend IN 46613 Flre Sprinkling System Shambaugh i Son, LP 582,293.00 Employee Union Union Y 56575 Twin Branch Drhre Mishawaka, IN 46545 Plumbing i HVAC B. C. Mechanical, Inc. 5338,700.00 Employee Union Union Y 882 Anderson Road Insutatiorr, sheet mtl -Indep Contr Niles, MI 49120 Project # 6.631 12n7noos PROJECT DIRECTORY SOUTH BEND CLINIC APPROX. All wo~icors Contrtb to Corrtrib to Maintain DESCRIPTION ADDRESS CONTRACT AMT EE or indep Health Plan Pensbn Plan Afflnm Action Electrical 5ttaum Electric Company, Inc. $224,900.00 Empbyve Union Union Y 1125 N. Nappanee Street tJkhaR, IN 46514 TOTAL: ;1.s12.803.00 ProJea # s.631 12127/2006 EXHIBIT A LEGAL DESCRIPTION THAT PART OF A TRACT OF THIRTEEN (13) ACRES OFF THE NORTH END OF A TWENTY-FNE (25) ACRE TRACT OFF THE NORTH END OF THE WEST HALF (1/2) OF THE NORTHWEST QUARTER (1/4) OF SECTION TWENTY-TWO (22), TOWNSHIP THIRTY-EIGHT (38) NORTH, RANGE TWO (2) EAST, WHICH LIES EAST OF THE HIGHWAY KNOWN AS THE PORTAGE PRAIRIE ROAD "' ~1~~,~' ~ ~~ tics ~ii~d lre p E~ ~ g 2000 ~ V11 ~ \i~.L~14ti1 a~. tam ~ Exhibit B-1 SURVEY PREPARED FOR: C.B. RICHARD EUJS AL1 A~ Al:~1V1 L,E11V 1J 111 LI'_, .J V lG V t'~ Y - -- A PART OF THE NORTHWEST QUARTER OF SECTION 22, TOWNSHIP 38 NORTH, RANGE 2 EAST SURVEY DATED: 10/11/2005 GERMAN TOWNSHIP, ST. JOSEPH COUNTY, INDIANA. ~, srre` FILE ~: 050287 ~ _ ~ . _ ~',•~ r I ~.waa i~,l .r.<s a. nK .awa wo a . no.n-a~x as .~,c wr. _ ... - ..eilnH acs ~. I~izl +.i+.lXO~o; " ~ a~ ~ ~ cauxn, wow. r .aosa .s M ww.u vwwc vwo..u w s~. lasses $IIE LOCATION MOP a /w~w o Iw ~wi oww~~ w ~u n p -~wr-w,~.ar ~u o Ie~-~wr-ewr ~u o la~~oe~sw~ +~ 4Iw-ioo am~.a~ P~ ~m+ ~f b Po. ~mr~oi ~w\ 'w F' p i I I ~~ ' ~a I - I ~g 1 i ~3 '~ ! .„ .. /wu, a lae~. . i ..a. 1 0 ~ ,O~ . ~... 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' ~ ~ .'i" 7 «~ .r ~ ~ y ~ T.. { ' ~~ . a r ~ < a. ~~ ~- 7f ' ~ ~. ,~~ ~ ~ r i ~, ~ s_ -- ~ - -~ „ ,, ,.._ ,.-s ~- _ _ _~ e a . '.~ s ~~ r ~'i s F ~ ~~ !~ { ~ ~ ~' ;' r ' ~~ ~ ~ ~ ~ s , ~ ~ ' . t r s,,_ ; '~ f ~' -1 ~' , . . . ~ ~~ ~ ~_ ~ s ~ ~ ~ ° t r ~~ ~- ~ a ~ f r, ~' ,~,i m a ~~ •° ~~ r ~ ~ g' ~ r ~ • r a ~ M t .~- ~~ .. ~ . _ t`'~ ~ .1 v. ~ ~..'a ~ ~tl~~ 9€~ ~~~i ~a ~ wi. DEC 1 9 20QG JOllt~i V`~~iti}E MapQuest:.Maps [4294-4399] Portage Rd South Bend IN 46628 US Notes: Mt~Pati~~ST,.~= 67illaam Richardson Dr 5 W }7 (9r ~ ':~:~, ~ ~ ~, ;~'r, Clydesdale Pr psi °'~l/~ P> i ~ o Cr`r i4 53 ~ ~'", ~ . -~ '' ~"' Ot ~ ~. ~~'t~ ~~ ~ k '~ ~ ~~ B/,~~ ^y~'t' ~S 5, i , `.-~ ,. ' 1 -. , `~... BR s- 4 ~ ~~ ~ ~` .... `` ` ~ L~ St S f //~'.. 31 _ t '`-~` "~~ . ' ,~ ~2laq~ ~d Nlmtz Pkwy -" ~'~~ ~-.4 ~- --- ~~ ~ _____ a ~ __ --- ~., ,",' 'Lance, X2605 h.1aDQuest, inc, 4 j ~ r ~~,., a -- ~, ~~ All rights reserved Use Subject to License/Copyright o~~aom aoate ;~`-~, ~~ tx r3 _ ~ ~ ~ N C [ A ~ ~ N E r~ n -, ~pnnn Hlfl tar ~ ~ m. _ T ~ t~ays,Dr ~_ ~_ ~ ., ~ ~ i ; '~ ~ ~ l:~ i 3 €!~ N ~ m _ iLi _x..-. _- . ~ _ ~~ ._.~'~ X2046 N?QVTEQ This map is informational only. No representation is made or warranty given as to its content. User assumes all risk of use. MapQuest and its suppliers assume no responsibility for any loss or delay resulting from such use. Page 1 of 1 http://www.mapquest.com/maps/print. adp?mapdata=xdlKKnKES%252f 7V %252faFLZ2hwn%252ftEux2J... 12/20/2006 ~s~x A L `5. . ~ t`n ~ 4 ~'- _ ~ ... ~ ~~u, ~~vr.'C r ~~,n ~ ~ r i x y~ ~ j 4. "~ ~F..~ 3` s ~~k x " '~ . ~' ~ i~ ~ ~ ~... - i " L i ~ ` R a,"fi „4 "'N. r:' - ,,.,,+f ~~ ~ ~'~ ',mow SS ~ ~,,," '.' ~ ~~' f { .T ~ ~ t 3 s » 3 i `..¢s. ~,,°" £ { `~ L.., ~'f~('`h.; ,~ i • ,..Lr~"p"... ' ~ _ s y, t _iS~ ~~ p~r,,:3 x ~ ~ J'~^t Y '} .' Y 5 ~, w {~ ~ ,w,.~i" ~,. ,T'tF, ?', 1 ~0 w r t ~ +r~ ~i ., ~ll~~ Y y ~. S ~ .yy_'", t t, ~ t . r" ~'. '3 ~ ~ ~I F ,~. T .+- ., w E ~ . w a '~ ~ ~ z ... , ., _., _._ ,. ~', ~~ ~. ~,v r y K_ -+~ i E I ~ ,,:..- ~ ~~ ~ *`~ *~i 13 3~`;~ ~` ZYy f'r ~~ ',~ ~ - ~ y ` ~ ~ ~''" ~ ""-,~ ~~ ~ ~`'' 1 ~ s • ti ~ ~~ r .~ ~. ~~ ~~~ ~ ~ . .. ~~ ~~ .~ ~' ~ - _ f ,. ~ j d. ~e~ v~ `~l Ir l~ (/J {~ e.W ~ )' C.~ `D Gs Y C~ ~n~~ s ~~ ~ ~~ O ~} - ~ Exhibit C ' ~~ ~~:~~~ 3 ~' 1 ~ 4,2 - - 3,\ ~~. ,U` ~L, G~G~; ~'~ ,~ ~., ~,.-, .. f S ~r ~ t. 1~, ..:~- ~' ` `n ~" . 'r ~ ~ <~~ -.~r ;f> `,~ ~ ~s.' _.. ~ ~ ~ ~~`.g z ~• _ s~ !~ ,~; ~~ ~~ ,~ . b, ~ -, • ~, , ~ ~,: ~ ~, . ,))~ ` - ~ ~ v6~ F ._ F 1 r 4(J ~ ~ ~ .,'~'` , -~ . ~ ; ~~~ ~ r yw/ ~rj M" { € ,. / ~ .~ Y' ~' d0 ~ ~ ~ " ~ '~~' ~ # t 1 4k~, ~ #~~ ~ r -, ~ s 1 k ! r 3 k~~ ~` ~ .. .' r ~~ ~:~ ~ ~,~ r s ae `+~~ ,~ _ ° ~t ,~ p ._ ~, r r ' ~~,r ~k +~ t~ ~~~ x,~ k , ,-~ "~' ~'* ~ 4 k .J ~: ~~ ` '~' ~ ~' k ' ~~ ~' 11 ' ~~ 7 ~ .n . ~, ~ ~ a Y ~ . a rs.g~! S ar~.4 ~~ ~ h ~ :: ,~ ~:hfv `~ ~ _ ~ ' ' ~ ~,~ ? t e ~ ?kG~ _T , t ~ s ~ . "ma .$r~ ~ . - ' ~ 1~ :1L a~- .k^ y'1' s~ ~ ~ i c ~. i _ -~ s " 4 ~. r...dw "4' w ..~~ ~ ~ ~ , - ik Yc" z ~ y ,~ ,k3 ,~ ~ ~ 4 TM ( J tY ~. ' ~~~ ! Y ~3 i ~ ~ 9 Y , t ~~ ~c_ r~ `Nl ~ ' ~" ~ ` ~z. a ~ ~ ~ ~, ~.) d Y j.~S~ Y ~~ ~ ; }-5~~ t `~ any= .S~t4 J??~ S t _ ! _ ~•~j.^! ~,~,~{•y-4+~. ~^A = ~ a Gam.. l~ t -1 ~ ~, ! 7~ 1 tai '3 'l.~N aL~ a~a.~..ds ~ .,,,yy ." ~~.~.,, x~'Hf~ ~4rf ~!S~Mnrf t - X11 ~ ~~ x, r fr .. ..~. _ ~ ,, ..~yr-v4-.tu ,,. Vf,r~tt.p.msA' ~ ~.. ~ ..F `. ~ ~ ~,ru` ~ ~ ~ ~ ~ .~. K ~- ~.~ .:6 ~.. "'~~¢ `n '~ ~ ~ r ' .. ~~~ ~ _ '+, ~ t '6. ,~ ; ~. ~ _ ~f ,~ ~M ~ fir. ' .~ ~ ~~ ,'~• _ t i. '~ ~. ~ r r ~ ~ ~ ,~ ~, :. ~~ V W ~. it ' rf ~. ~,+,, ~~,.w ,: `~ F` ~~ ~, ~` ~~~ O .. ~~ ~„ R ~s~~~ Exhibit' D Exhibit D: Supplement to Petition for Tax Abatement Proposed Project: The South Bend Clinic, Portage In an effort to better serve its current patient population and be more easily accessible to new patients and population growth, the Clinic has embarked upon expansion at each of four current campuses (downtown, Ironwood at Inwood, Granger, and New Carlisle), and relative to this Petition, acquisition and development of a new campus in a geographic region of the City that the Clinic has not historically served. Subsequent to market analysis and assessment, the Clinic identified the northwest portion of the City as a medically underserved area, one which the Clinic had a material number of patients who accessed its services but drove to its other facilities for care, and one which is undergoing and projected to continue with significant residential and commercial property development and population growth . With expansion of the Clinic's services at its downtown campus and growth of its physician population and capacity to serve at that location, it was determined that two current satellite offices of primary care physicians also in the downtown area could be relocated to better serve their patient base, and better address demographic growth patterns in the region. These two current satellite offices are located in property the Clinic leases from independent third parties, and with the proposed project, will be relocated to a new facility owned and developed by the Clinic through one of its wholly owned real estate entities. The Clinic has and will continue to be afor-profit, tax paying entity. While temporary tax abatement is being requested, the incremental effect of the Clinic's relocation of current offices, and expansion of facilities will result in an incremental tax base for the City. The land on which the development is proposed is located on an approximate 13-acre parcel on the southeast corner of Portage and Brick roads. Acquired by the Clinic in late 2005, the Clinic sought and was successful in its initiative to have the land annexed to the City of South Bend. Concurrent with property development, the Clinic will enter into a 50:50 shared venture with the City to share the cost~of utility (sewer and water) extensions north on Portage Ave to the Clinic's property. With expansion on the northwest side of town, the Clinic's satellite offices current and new satellite offices provide primary care medicine and services to the area's population in both suburban and urban center city areas. The satellite suburban locations serve as cost effective sources of primary care, while also acting as referral sources to the Clinic's main hub at its downtown campus. When patients are determined to need more complex diagnostic or treatment services, or Exhibit D , referral to a subspecialty physician, physicians in these satellite locations have access to the more comprehensive services of the Clinic located at its downtown campus. The proposed project will at inception, relocate three physician and their support staff from their current downtown satellite office. The Clinic will retain the office being vacated by these physicians as space for a fourth physicians currently practicing, and room for downtown subspecialty growth. Subsequently, after approximately six months, a second downtown satellite office of four physicians will be relocated along with their support staff. In contrast to the first relocation, this second office will be fully vacated by the Clinic, and available for its lessor to re-lease to a new tenant. The new facility at Portage will provide new services not currently available in the area (e.g. screening mammography), and will provide additional space for an incremental eighth physician and support staff to join the site projected in 2009. s ~9~i+~ ~t~~~ ~5~ C~~~ r; ~~ Q 9 2J~~ D~~ 1 ~ratiri v~~F N~,~ tti. cis°~ ~~ ;~~ `'."' GiT1` exhibit D ,, ,i , ;, A l t 1 h I I Y' 3 .. k !~ ` _ l '4 .F ~ ~': ~~ t' ~~ i _ ,•'_~ ,.~~ C~ 1' I i ' 1. i I ~` y~ ~ ~ ,~ ~ _ € f I.~: I rr ~' r~ T t ~~ n~~ t I { Y Int. ggg ~ t 5 ~. ~ ~, }l' 3' _ 2 {,1~ ~, ~ iCF i !~ ~ i I i)y ,, ` (i' ~c~~i~ ~&t~ ~,~ wy t f i~~ pFC 1 9 2`'~° ppGE 10~1~1 VO 's( sC. F?~iis~~ RAE. CITY Ct.cit. , exhibit D I' I ,; . I I I ~ ~ i' _ I I. I - ~ I i I i: j r. 1, I :~ ~ I 1 o ~ f .. `: _ o~ ~ d. 1 r ~, J ' I ---- ------- --- ---- i I I I - I . ~ ~ I 1 I . I 1 1 ,~ ,_ , I I I ~ I-- .` .I I I . 1 I I -------, I x i T----------~ i~°8 1--.- i I ~ I I i~8~ i , ~ I ®e I $ I~ I 1 , I I ~ I f I I \ ~' ~ I Z . I I ~ jg~. I I I I Q : d I I ~~ p~.ki ~\ i I i I d I, I~ ~ ~ye~ I I I ~ y 18 iJ.I. I I / r__________ i ~, ga i __________y I I I 81 I' J I I I I , I ~ x r I _ IE __1 ' I W „. I i~ ~ ~ ~ ~. I I I O I:. ~ I ~_____ _______f ~____I____~ `________ __~ , I ~ $ ;a ~y- I i I of i ~': `' o I i it j : I i , I i I °Z: I 1 I I a Va ,j ('~~~I .d ~~~ ~~ ~ ^A 'I'h a I I I~ ' ~ N 9 y I I I ______ ______ I I I I I I I I, . ~ I I i , r, I I I I a I I I;' ' I ; ; I( I I o I o l -1,' I I ~ I ~~- I I ~ i. r a , i t I ,-, ,,. I ~, _,- '~ yam- j, I ~ ~ -' ~ ~ I _ I I ~~~` jj' i ` ~1 I I ~ f '' I I , ' 0 1 ~//' I ~ I %~ ~ I ~~ ~ O ~ 1 POR.~pG ~ pEC 1 9 %0 ~o;;v ~+cc~~or,n i,~. CITY CL~"'.`~, SO• ~`? '