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HomeMy WebLinkAboutConfirming Tax Abatement - 129 North Michigan Street - MHM Realty, LLC (Trio's Restaurant)RESOLUTION 3719-07 Passed by the Common Council of the City of South Bend, Indiana March 12, 07 20 Attest: Presented by me to the Mayor of the City of South Bend, Indiana March 13, 20 07 City Clerk President of Common Council Approved and signed by me March 7 4 20~~ . City Clerk RESOLUTION NO. 3 7 ~ ~i -~~ A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 129 NORTH MICHIGAN STREET AS AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A (6) SIX-YEAR REAL PROPERTY TAX ABATEMENT FOR MHM REALTY, LLC (TRIO'S RESTAURANT) 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 MHM Realty, LLC, South Bend, Indiana, and which is more particularly described as follows: North %Z Lot 14 S 28' of E 99' Lot 13 O P South Bend and which has Key Number 18-1002-0073, 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 (6) six 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 se . 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 th mmon Council hlOY API'~KC'~ Filed in Ci~rk's Office ~~iAR i 2 2007' JOHU VOORDE CITY CLE~tK, S0. BEND, f!L 1200 C.oLJN'I'Y-CITY BUILDING 227 W JEFFERSON BOULEVARD SOUTH BEND, INDIANA 46601-1830 PIIONE 574/ 235-9371 FAx 574/235-9021 TDD 574/ 235-5567 February 15, 2007 CITY OF SOUTH BEND STEPHEN J. LUECKE, MAYOR COMMUNITY H~L ECONOMIC DEVELOPMENT JEFFREY V. GIBNEY EXECUTP/E DIRECTOR Council Member Derek D. Dieter, 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: MHM REALTY, LLC (TRIO'S RESTAURANT) Dear Council Member Dieter: 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 rehabilitation of a facility located 129 North Michigan Street. 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, MHM Realty proposes to convert the 129 North Michigan Street property into a restaurant, jazz club, and banquet/private meeting room. MHM Realty is seeking a (6) six-year real property tax abatement, and a representative of MHM Realty will be available to meet with the Committee on Monday, February 26, 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, ~1 Sharon Terrell Economic Development Attachments cc: South Bend Common Council Members Mayor Stephen Luecke Jeff Gibney Don Inks Bob Mathia COMMUNITY DEVELOPMENT ECONOMIC DEVELOPMENT FINANCIAL SC PROGRAM PAMELA C. MEYER DONALD E. INKS MANAGEMENT 574/235-9660 574/235-9371 ELCUSerrt LEONARD FAX: 5741235-9697 574/235-9371 1200 COUNTY-CITY BUILDING 227 W. JEFFERSON BOULEVARD SOUTH BEND, INDIANA 46601-1830 PFIONE 574! 235-9371 FAx 574!235-9021 TDD 574/ 235-5567 CITY OF SOUTH BEND STEPHEN J. LUECKE, MAYOR COMMUNITY ~L ECONOMIC DEVELOPMENT JEFFREY V. GIBNEY EXECUTPJE DIRECTOR TAX ABATEMENT REPORT TO: SOUTH BEND COMMON COUNCIL FROM: SHARON TERRELL,~ SUBJECT: REAL PROPERTY TAX ABATEMENT PETITION FOR: MHM REALTY, LLC (TRIO'S RESTAURANT) DATE: February 15, 2007 On January 30, 2007, a petition for real property tax abatement consideration for property located at 129 North Michigan Street (old Kalamaros Building) was filed with the City Clerk by MHM Realty. 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 MHM Realty proposes to rehabilitate the property located at 129 North Michigan Street which has been vacant for more than (6) six years. The project will convert 8,100 square feet of the first floor space to a restaurant, jazz club, and banquet/private meeting space. The mezzanine area will remain office space. The basement will be used for a prep kitchen, inventory storage, and employee changing rooms. Extensive upgrades to the roof, HVAC, electrical, and plumbing systems will occur. Rehabilitation costs for the project are estimated at $586,087. Total taxes to be abated during the (6) six-year abatement period is estimated at $70,752. Total taxes to be amid during the (6) six-year abatement period is estimated at $49,848. COMMUNITY DEVELOPMENT ECONOMIC DEVELOPMENT FINANCIAL RL PROGRAM PAMELA C. MEYER DONALD E. INKS MANAGEMENT 574/235-9660 574/235-9371 ELIZABETH LEONARD EAX: 574/235-9697 574/235-9371 South Bend Common Council RE: Tax Abatement for MHM Realty February 15, 2007 Page 2 EMPLOYMENT IMPACT Per the petition, it is estimated that the total project will create (4) four new, permanent, full-time jobs and (28) twenty-eight part-time, permanent jobs within the first year representing a new annual payroll of $489,232. ABATEMENT QUALIFICATION 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. 3. A review of the South Bend Redevelopment designation areas finds that the property is located in the Central 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 fora (6) six-year real property tax abatement under Section 2-79, Retail Developments in the Central Business District. Tax Abatement Schedule prepared for: 15-Feb-07 MHM REALTY, LLC TRIO'S RESTAURANT South Bend Portage Township 6 Year Real Property Abatement Schedule* Total estimated Project Cost: $586,087 Base Assessed Value: $498,174 (base assessed value is estimated at 85% of project cost) Assume constant tax rate of: 5.1524% Assume constant SRTC of: 21.6906% Assessed Gross Less Net Percent Tax Tax Year Value Tax SRTC Tax Abated Abated Paid 1 $498,174 $25,668 $5,568 $20,100 100% $20,100 $0 2 498,174 25,668 5,568 20,100 85% 17,085 3,015 3 498,174 25,668 5,568 20,100 66% 13,266 6,834 4 498,174 25,668 5,568 20,100 50% 10,050 10,050 5 498,174 25,668 5,568 20,100 34% 6,834 13,266 6 498,174 25,668 5,568 20,100 17% 3,417 16,683 $120,600 $70,752 $49,848 Total Taxes Due During Abatement: $120,600 Total Taxes Abated During Abatement: 70,752 Total Taxes Paid During Abatement: 49,848 -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. MHM REALTY/TRIO'S RESTAURANT 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: 417 Base Years of Abatement 3 Additional Years of Abatement: 3 Total Years of Abatement: 6 15-Feb-07 MHM REALTY/TRIO'S RESTAURANT Public Benefit Points Summary' Qualify Earned Available Public Benefit Item: Y or N Points Points Project Related: 1. A. Redevelop a Site that has Special Needs Y 49 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: 85 120 2. Super Size Proiects (point values are cumulative): A. 100% to 199% Y 25 25 B. 200% to 299% N 0 68 C. 300% to 399% N 0 65 D. 400% and Over N 0 52 Sub-total Super Size Projects: 25 210 3. Construction Related: A. Employ Local Companies Y 20 20 B. Purchase Materials from Local Companies Y 20 20 C. Require Employees vs. Independent Contracts Y 19 19 D. Require Target Wage Levels Y 22 22 E. Require Health Benefits N 0 22 F. Require Pension Benefits N 0 18 G. Maintain Affirmative Action Plan Y 20 20 Sub-total Construction Related: 101 141 4. Wage 8 Benefit Related: A. Pay Target Wage Levels Y 33 33 B. Provide Health Benefits Y 34 34 C. Provide Pension Benefits N 0 29 0. Provide Training Y 28 28 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: 95 162 5. Workforce Related: A. Create New Jobs Y 42 42 B. Retain Existing Jobs N 0 41 C. Maintain Affirmative Action Plan Y 35 35 D. Provide Targeted Hiring Preference Y 34 34 Sub-total Workforce Related: 111 152 6. Pav for Municipal Infrastructure: (point values 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 N 0 84 Total Public Benefit Points: 417 1000 ' Qualification for each Public Benefit Item based on best available information at time of application or good faith determination if no information available. 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 se .and South Bend Municipal Code Sec. 2-76 et seq., 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 Trio's proposed site is located in the heart of downtown South Bend at 129 North Michigan St. Currently the building is office space that has been vacant for more than six years. Under the proposed project plan, the 8,100 sq. ft first floor will be converted to a restaurant, jazz club, and banquet/private meeting space. The 900 sq. ft. mezzanine area will remain office space and the basement will be used for a prep kitchen, inventory storage and employee changing rooms. The building's interior will be demolished to allow for construction of the new facility. Major upgrades/replacements of roof, HVAC, electrical and plumbing systems are required due to age and deterioration. The redevelopment project is a maj or requirement to reconfigure the space to accommodate the current business plan. Land Size .17 acres; Building Size 14,605 sq.ft. 2. Describe the overall nature of the business and of the operations occurring at the Property (attach additional sheet if more space is needed): Trio's will be a restaurant and jazz club that provides a unique combination of excellent food, exceptional service, and high-quality jazz entertainment in an upscale atmosphere. It will be designed to hold over 320 patrons in the three guest areas during peak business periods. In addition to the three guests areas, Trio's will also have kitchen and office spaces. The restaurant area will hold up to 124 guests; the jazz club will seat up to 90; and the banquet/private meeting facility will accommodate up to 110 guests in a single, large room that can be partitioned into three rooms for smaller events. (Rev 10/23/06) Trio's proposed location in the center of downtown South Bend is in close proximity to offices, hotels, and convention and entertainment venues such as Century Center, Morris Performing Arts Center and the South Bend Civic Theatre. Trio's will be open every day of the week. Lunch will be served Monday thru Friday. Dinner will be served Monday thru Saturday. A Champagne Jazz Bunch will be featured on Sundays. Banquet/private meeting facilities will be available during normal operating hours throughout the week and on weekends. 3. Estimate the dollar value of the project (excluding land): $ 1,163,021 4. The current assessed valuation of the real property before rehabilitation, redevelopment, economic revitalization, or improvement: $ 212,600 5. (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(%) Land Trust Number 34516-00-5 100% Philip E. Kalamaros 4232 Greenwood Dr, Benton Harbor, MI 49022 (b) The following other person(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(%) 6. The commonly known address of the Property is:129 North Michigan St., South Bend, IN 46601 7. The Key Number(s) of said property is: 18-1002-0073 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 (Rev 10/23/06) 2 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 or rehabilitation project itself will create 4 full-time and 28 part-time permanent jobs within the first year, representing a new annual payroll of $ 489.189 and will maintain 0 existing permanent full-time and 0 existing permanent part-time jobs including existing permanent full-time minority employment of 0 and existing permanent part-time minority employment of 0 with an annual payroll of $ 0 , The projected annual salaries for 12 each new position indicated above are . eet): estimated to be as follows (If more space is needed, please attach a se$ a. 1 Chef 40,044 032 each $19 b. 5 Line Cooks , 628 each $7 c. 3 Bussers /Dishwashers , $3,741 each d. 9 Servers 000 $60 e. 1 General manager , 000 $60 f. 1 Jazz Club /Banquet Manager , 210 each $11 g. 5 Bartenders , 505 each $5 h. 4 Jazz club Servers , 360 $9 i. 1 jazz Club Security Staff , 1 Executive Manager j $60,000 . k. 1 Financial Controller $30,000 13. Provide current employment wage information including; base rate, cost-of- living allowances, hazardous-duty pay, incentive pay including commissions and production bonuses, on-call pay and tips. Do Not Include; back pay, jury duty pay, overtime pay, severance pay, shift differentials, non-production bonuses, and tuition reimbursements (average hourly rate or range): Full-Time Laborers Technical Managerial Administrative $ 0 $ 0 $ 0 $ 0 Part-Time $ 0 $ 0 $ 0 $ 0 14. Indicate whether your company provides the following benefits (use Y/N): N Health Care Benefits N~ Pension Plan (Rev 12/29/06) _N_ 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 8~ 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) 15. 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 2005 2004 2003 2002 2001 (this inform 9531) Real Property Taxes _ ~8 578.02 ~8 150.40 _ ~8 291.33 _ ~7 804.49 14 025.40 ~ation may be obtained from the St Personal Property Taxes Joseph County Treasurers office 235- 16. Please list the number offull-time and part-time minority employees for each of the last three years: Year 2006 2005 2004 Full Part Full Part Full Part Black 0 0 0 0 0 0 Hispanic 0 0 0 0 0 _0_ Asian 0 0 0 0 0 _0_ Indian 0 0 0 0 0 _0_ Other 0 0 0 0 0 _0_ 17.Does your business maintain an affirmative action plan or other similar plan in order to achieve racial diversity? If yes, please briefly indicate specific goals, 4 (Rev 12/29/06) objectives, and means as designated by your plan: A formal, documented affirmative action plan does not exist at this time. However, the owners will develop and implement a program to achieve racial diversity in hiring practices and in the management and operation of our business. 18. 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. Y 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 19. 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 business (attach additional sheet if more space is needed): No 20. Does your business financially support a Municipal Facility (i.e. municipally owned park, recreation center, cultural, arts, or entertainment facility)? No 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): No 5 (Rev 12/29/06) 22. Information is required on the companies through which construction materials will be purchased for the project. (Please complete the table on page 8 of this application). 23. Information is required on the construction companies that will be utilized for construction of the project. (Please complete the table on page 9 of this application). 24. 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 Property Owners signature at the end of this application is verification of this statement). 25. 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: a. SIC - 5812 -Eating Places b. NAICS - 722110 -Full Service Restaurants 26. The Internal Revenue Service Code of Principal Business Activity by which the proposed project would be classified, by number and description: a. 722110 -Full Service Restaurants 27. The current use of the Property is Vacant Office Space and the current zoning is Central Business District (CBD). (This information may be obtained from the Building Department 235-9554). 28. Has your business been granted previous tax abatement(s)? If yes, please provide type (real and/or personal property) and date of approval. No 29. 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 Sections 503 and 504 financing through the Business Development Corporation of South Bend, Mishawaka, and St. Joseph County, Indiana, Industrial Revolving Fund, Neighborhood Business 6 (Rev 12/29/06) Development Corporation, Corporation for Entrepreneurial Development; or other public financial assistance, including but not limited to public works improvements. Small Business Association Sections 504 and 7A. 30. The following person(s) should be contacted as Petitioner's agent regarding additional information and public hearing notifications: Name:Herbert L. Wilson Address:2610 Twixwood Lane City,State,Zip:South Bend. IN 46614 Telephone:574-299-4931 h 574-210-9772 c 31. 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. N/A Name: Address: City, State, Zip: Telephone: 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): Land Trust Number 34516 00 5 Philip E. Kalamazos 4232_Greenwood Dr Benton Hazbor~MI 49022 Filed In Clerk's Offiice JAN 3 0 2007 7 (Rev 12/29/06) JOHN VOORDE CITY CLERK, S0. BEND, IN. (Typed or printed name and capacity of signor if signed by an agent or representative of the owner.) - Herbert_L._Wilson Purchaser of Property (Rev 12/29/06) 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. Local companies include those located in St. Joseph County. Additional information may be requested for verification of this information. (If more space is needed, please photocopy this page) of Name and Address of Company Description of Materials Cost of Materials_ _Grand Total Local Companies (see above): 1.Garman Electric 1118 Forest Ave. Mishawaka IN 46545 Electrical Materials 72,800 2.Action Glass 54978 Mayflower Rd South Bend IN 46628 Glass Doors and Windows 16,500 3.D & B Plumbing 1310 E. 6th St Mishawaka IN 46544 Plumbing Fixtures and Drains 25,300 4.Evans & Evans 12980E SR 23 Granger IN 46530 Paint, Caulking, Brushes, Rollers 16,500 5.Bays Hardwood Floors 15329 Kerlin Dr Granger IN 46530 Wood Flooring 10,000 6.Curcio Ceramic Tile PO Box 896 Granger IN 46530 Ceramic Tile 10,000 7.M & M Flooring 13678 Old Creek Ct Mishawaka IN 46545 Carpet 10,000 8.Trim-A-Door 1217 N. Merrifield Av Mishawaka IN Trim Materials 4,000 9.84 Lumber Co 5321 Lincolnway Mishawaka IN Framing Materials 28,000 10.Four Winds Heating & Air 1503E 3~d Oceola IN 48561 Heating, Air & Zones Systems 31,000 Total Local 224.100 82% Non-Local Companies: 1.Thompson Homes 2940 Sycamore LN Bremen IN 46506 Framing Materials 50,600 2. 3. 4. Total Non-Local 50,600 18% GRAND TOTAL 274,700 100% (Rev 12/29/06) Find In ~~~6'at'~ 4~lC~ JAN 3 0 2007 JOHN VOORDE CITY CLERK, S0, BEND, IIV. 23. In the following chart please list the companies that will be used for the construction 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 and not 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. Local companies include those located in St. Joseph County. Additional information may be requested for verification of this information. (If additional space is needed, please photocopy this page). 100% Workers Pay Mairrtain are Employees U.S. Dept. Contribute Contribute ~(rtrrr~ue Name and Address of Contract (Not Independent Labor Wage to a Health to a Pension Action Construction Company Amount Contractors) Rate (YIN) Plan (YIN) Plan (YIN) Plan(YIM Local Companies (see above): 1.Curcio Ceramic Tile Granger IN 22,500 Y N N Y Y 2.Bays Hardwood Floors Granger IN 22,500 Y Y N N Y 3.M&M Flooring Mishawaka IN 15,000 Y Y N N Y 4.Garman Electric Mishawaka IN 125,000 Y Y Y Y Y S.Action Glass Co. South Bend IN 19,875 Y Y N Y Y 6.Lifestyie Consulting Granger IN TBD Y Y N N Y 7.Evans & Evans Granger IN 36,000 Y Y Y N Y 8.D & B Plumbing Mishawaka IN 55,270 Y Y Y N Y 9.Kil Architecture & Planning South Ben d IN 25,000 Y Y Y Y Y 10.Four Winds Heating & Air Oceola IN 115,000 Y Y Y Y Y Total Local 436,145 Non-Local Companies: 1.Thompson Homes Bremen IN 137,642 Y Y Y Y FiE~d ~~ ~~s~r!~'~ ~~~~~~ Total Non-Local 137,642 JAN 3 0 2007 Non-Local Companies: GRAND TOTAL 573,787 Non-Local Companies: ~ot~!~ voo~oe Total Project Cost from Petition 1.163,021 cmr cLC~~, so. r~rdo, +~• Difference (Please explain): The total project cost also includes building purchase, restaurant and club equipment and furniture, office equipment, etc. 2 (Rev 12/29/06) Exhibit A -Legal Description EXHIBIT A LEGAL DESORIPTION Description: North % Lot 14 S 28' of E 99' Lot 13 O P South Bend Tax Key No.: 18-1002-0073 Address: 129 North Michigan Street South Bend, IN 46601 Exhibit B -Plat Map R.. ± ~~ ~ ~ ,~,r~ * ' , ~s-1oo2-005 ~ ~ ~ Portage Twp P~ "' ~~ 18-1002-0073 r ,._ A _ i 8 ,1002 ~' ~~ - 52° _3; - 18-1002-0043 I r ''~ ~~, r.,1,8~1,008~03081008;030503 •. •' ~ ~ ' + ~• ~ r . - t = _, t~ 18-1008 0306 * -%' ~+~:?b ,,I- ,18-1.002„0053 ..~:~ T .. ,,~ -.-'-~ ' ~ t 4 C ~.~ ~ '18'71008-0307 !~~ • , ~ °' ~ ~ ~~~ -.~ ~~ + .. .. ~ ~' , ------ R r ~ r ----- '" -------- --~ - -` rn ---- ------ adz------ ' - ~ - =-=------------- - ~'~ Colfax•- ------ - ----- - ~ ~ -- ------- ' . i L r , , , <' ~ ` v ;' P ... 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Reproduction ' of this material is not ossible without written r ~ . ^~ ~ ~ ~ permission of St. Joseph County, Indiana. { i-, __ __ ~ 18-3091=347401 ~ ' ~ `I 18-1008-0322 ~ - --- ~~~~~ ~ ~. 1 :181002-0074r~+` ~ ;'fi ~.. ~~... ~wl. 1,~: '` '~ ~ _ :a=1oo2-005 ~, ~; , _ ~ a 1 ?; ; ~ ~ t ~ ~ Scale 1:100 ~~ _ { .. ,~ 18 1002=00750,1 ~'w~.. ~ ~ ` ~ i ~. ~ A 3 E ~,1~ ~vl .. • ,'•~ ~ E p ~~ "'~f,'! ~ `" Ii €~Ii ~!~ ;y Fir-1'tla ' I f , i I I , c ~ Y .-. t . ~ ill ~.rH~ A a - ~ r + s xk +....3 ray" 18-1008-0330 18-1008-033002 ~~ Al ~~ ~ , ~ ,~ ~ (- ~ ~ u ~I ' ~ ~~1002'0076 ~~ .~ ~ P ; i . ~ = `~ I~_ '( ~r TLl_~ ' ~~z~ ~ + ~ ~~ ~~~ ~ .; ,. 1`8;3091-347402• ~~`r ~ i~ I-~ 18-1008-033003 ~ ~ ~ ; ' ~ t r ~ t,,~_ I z /'~ l ~ ,~ ~ ~ a~ _ ~ ,~ R..~ 18-1008-0331 ` '~ +' 71' ! , 1- ~ 18'1008-033602' • i- 18-1002-0077r ., • ' N Printed: January 25, 2007 '~~"~1$~1008'~033501 ` ~`~ ~ I° - N- . Photography:Spring 2002 sy'. i , 18-1008-033201 ~ ~ ~~ ; y'' ,, Prepared by: Raylene Stuglik ~8=1002-0078 .- , f E Sl. Jaseph County Auditor's Office _ .~• ' + Y , ~ • -' # " ~ _._._.~.~„ 227 W. Jefferson Blvd. ~ ~~ ~ ~ a r` South Bend, Indiana 46607 , ,~'j w ~ F ~.18~1002s0080 ~ 1 s Phone: (574) 235-9463 { f Exhibit C -Photographs (Page 1 -Current Office; Page 2 Trio's Interior Layout) DN DN OPEN OfF1CE AREA 2 MEZZANINE PLAN SCALE: 3118' - 1'-0• on ~ WOUEN'S n llfl Caawoa • ~ S10RA,GE SrOwCE CWIS UP 40P SINN on PNNAiE ROOM Ifi-IB 8EAi5 __ © YEN ~ -- cars uv ~~ / I I i I I 1 K I L ARCHITECTURE P L A N N I N G 112811NCOLNNAY EAST 80UTM BEN0.1N 4 0 6 0 1 GREGCNRY A KIL NCARB AIA ARCHITECT 574.288.285! F~X.289.2420 kNazcHIeCNl4pn I --- - -- Bow - 17 3Ais ~~~. P P ,~~ ~ (~~~~~~5~ MiZ CLUB - )L 1ABlE SFAtS lL~~~%~,1t~~~/~l~~J~~1(S, " ~R'~ BUILDING ~,~~j REMODELING FOR TRIO'S JAZZ CLUB AND / RESTAURANT ^I I -~ !(8w0UE7 800X15); ~ /'~ ~ -_-\ =+-{= - __ - .__L-1_ _II__LL - -_ /_+'ti; _- ~TSTIBJ i ~\\ -.__ ~/ __ _ / / ~ T- T= 1 Sy it wat .+_,_ %''t'` cars ~ FIRST FLOOR ~i ~ \ .T 1. S` I sunoN _ J~~_ ~~t~°. & MEZZANINE - -~ -------- - --- --- ------ --- - - . ~ FURNITURE ~=-~: NIrCi1EN ____ _ - PLAN t~s s`> ~~ BANOUEf R0011 ~ i BA710JEi ROON ~, ~, BANOUE7 R00Y ~ ~?'~~~WydV~/G~NQ(~INC 80~0''4/~y-~I~O~fi~QS,GrS /IV./~ (uz sn ' '~_~J_J~1II- _ 111~~bLyoJ~e~sEI7II-~~~I-1111- -'II~~yl~~'IL~~~II '. I Yp~~~'~I~(z~eal~s~Lgnl '~,-q-{ ~ ~"~% ~"~% ~ 4,/j~/\"\/vz(/J7 DECEMBER 14. 2006 Ir1 I~ II-1 f1l T'I f11 i ~l f'!I I DATE: 106 SEATS SHOWN IN BANQUET AREA 108 MAIN DINING ROOM SEATS 17 BAR SEATS 1 PROPOSED FIRST FLOOR PLAN 16 PRIVATE Roots sEATS 7a TABLE sEATs scALE: 311 b'- rA• 124 TOTAL RESTAURANT SEATS 91 TOTAL CLUB SEATS REVISED: ~ I A1.2 ~~ ~~R~~,a MapQuest: Maps 129 N Michigan St South Bend IN 46601-1603 US Notes: ~pQV~ST . , ` .\ tV fiJavarrE'. St--~ drv vi ~ Efosp~tat ~4 .~ ~ ~, ~~ ',_~~ ~~~ ~ ~ `Neagh T ar on t ~ .--- __ - -~" -~=W[incotn ~'1ay W ~ ~ 1~ f ~ 5i~ ~ : r.... ~` ~._ ~ [ z ~-...._ i 4 ~x f a ~ / ~ ~r +S 1~,./( Y./ ~. r 'V ~ ~ I S~ ~ ~i / « ( . . s3L ! ~ r F L .l tttt _ _ _ _ - e _._ __ ~ ll kk }}~ v 4`1 Colfax Ave W Colf a _ ___.~ ,, '', - ;, Wt Washington St ~ ; '~' ~ _ ~ ' _ ~~ _ --- sn - ~ ~ ~ i ~ i ~ m a E I ~ ~ ~ ~ ~ L W Jeffers. __ , "_ _~ + [loose Ct ~, E _ _ - _ _~ .r - .. _ j ~ ~ iN Wayne St; ! ~^ ~ _ ~!`tapler St ~; j , ~, -I ,~~ ~ ___~ ,' 'i ~ ~ ~ ;..c € ''~ t W W A e"' ~ .~.,n~ ~. es ern v ao- i ~~u, i ~~ ~ j ~ ~ , ~ I _ W~htom -- i ~, 49 2607 MapQuest, Inca All rights reserved Use Subject to License/Copyright ~.r 1,.~ ~-, V y V ~a _.~ [_ i edar St __ -- -__~ ~, ~`" t ~~ IGr a ~d9eware~ br E Monroe St i a ___. _ ~ _ _ ~ , _ ~ i ; ! ~20d7N%IVTEQ 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%252f7sbWWAFLLmk3J3LMeYvBSfDm... 2/1 /2007 MHM Realty, LLC 2610 Twixwood Lane South Bend, IN 46614 To Whom It May Concern: Attached is a real property tax abatement package for the property located at 129 N. Michigan St., South Bend, IN 46601. The property, which has been vacant for over six years, is currently owned by land trust #34516-00-5. MHM Realty, LLC (MHM), has a purchase agreement for the property and has obtained financing for the purchase with LaSalle Bank. Closing for the purchase is estimated to occur in early March. The petition is being submitted by MHM, which is acting as the owner's agent. I have signed the Statement of Benefits document, and I've signed the petition as the owner's agent. The current owner's signature is being pursued and should be obtained this week. Sincerely, l Herbe lson, Jr Partner, MHM Realty, LLC