HomeMy WebLinkAboutConfirming the adoption of a declaratory resolution designating the intersection of Mayflower Rd and Western Ave for a six (6) year real property tax abatement for County Development, LLCAttes
RESOLUTION
No. 4555 -16
Passed by the Common Council of the City of South Bend, Indiana
April 11, 1 2r- 6
Presented by me to the Mayor of the City of South Bend, Indiana
April 12, 2016
City Clerk
dent of Common Council
Approved and signed by me AV,, / !.[, e-
20
City Clerk
RESOLUTION NO. 4 65G, ° I (.P
A RESOLUTION CONFIRMING THE ADOPTION OF A
DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS
WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY
KNOWN AS
Intersection of Mayflower Rd and Western Avenue, South Bend, IN
46619
AS AN ECONOMIC REVITALIZATION AREA FOR
PURPOSES OF A SIX (6) YEAR REAL
PROPERTY TAX ABATEMENT FOR
County Development, LLC
WHEREAS, the Common Council of the City of South Bend, Indiana, has
adopted a Declaratory Resolution designating certain areas within the City as Economic
Revitalization Areas for the purpose of tax abatement consideration; and
WHEREAS, a Declaratory Resolution designated the area commonly known as
the- intersection of Mayflower Rd and Western Avenue, South Bend, IN 46619 and which
is more particularly described as follows:
LOTS 61 & 62 GROUSES PRO SEC 8 -37 -2E 16/17 ANNEXED ORD #10375 -15
LOT 63 GROUSES ADD 16/17 ANNEXED ORD #10375 -15
LOT 64 GROUSES ADD 16/17 ANNEXED ORD #10375 -15
LOT 65 GROUSES ADD 16/17 ANNEXED ORD #10375 -15
LOT 66 GROUSES ADD 16/17 ANNEXED ORD #10375 -15
W 90 FT LOTS 67 & 68 GROUSES ADD 16/17 ANNEXED ORD #10375 -15
E 75' LOT 54 GROUSES ADD 16/17 ANNEXED ORD #10375 -15
LOT 54 EX E 75' GROUSES ADD 16/17 ANNEXED ORD #10375 -15
LOT 55 GROUSES ADD 16/17 ANNEXED ORD #10375 -15
LOT 56 GROUSES ADD 16/17 ANNEXED ORD #10375 -15
LOTS 57 & 58100'S SIDE GROUSES ADD 16/17 ANNEXED ORD #10375 -15
and which has a Key Number [to be assigned] be designated as an Economic
Revitalization Area; and
WHEREAS, notice of the adoption of a Declaratory Resolution and the public
hearing before the Council has been published pursuant to Indiana Code 6 -1.1- 12.1 -2.5;
and
WHEREAS, the Council held a public hearing for the purposes of hearing all
remonstrances and objections from interested persons; and
WHEREAS, the Council has determined that the qualifications for an economic
revitalization area have been met.
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of
South Bend, Indiana, as follows:
SECTION I. The Common Council hereby confirms its Declaratory Resolution
designating the area described herein as an Economic Revitalization Area for the
purposes of tax abatement. Such designation is for 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 a real property tax deduction for a period of (6) six years as
shown by the attachment pursuant to Indiana Code 6 -1.1- 12.1 -17 and further determines
that the petition, the Memorandum of Agreement between the Petitioner and the City of
South Bend, and the Statement of Benefits comply with Chapter 2, Article 6, of the
Municipal Code of the City of South Bend and Indiana Code 6- 1.1 -12 et seq.
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.
PRESENTED 4 /11 / I l
NOT APPROM
4/11/1 to
Member o the Common Council
Filed in Clerk's Office
MAR ? .1 2016
KAREEMAH'FOWLER
CRY CLERK, SOUTH BENI
227 W.7EFFERSON BOULEVARD
Su TE 1400 S.
SouTH BEND, IN 46601 -1830
March 22, 2016
CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR
COMMUNITY INVESTMENT
SCOTT FORD, EXECUTIVE DIRECTOR
Council Member Gavin Ferlic, Chairperson
Community Investment Committee
South Bend Common Council
4th Floor, County City Building
South Bend, IN 46601
RE: Real Property Tax Abatement Petition for: County Development, LLC
Dear Council Member Ferlic:
PHONE: 574/235 -9371
FAx:574/235 -9021
Please find the attached information pertaining to a real property tax abatement petition for
County Development, LLC:
➢ Department of Community Investment's summary report
➢ Copy of the petition
➢ Statement of Benefits form
➢ Supporting information.
The report contains the Department's findings relative to the above petition. County
Development, LLC will be investing approximately $6,800,000 on the construction of a
new 40,000 square foot supermarket store and 4000 square foot convenience store and fuel
center business at the intersection of Mayflower Rd and Western Avenue. The project
meets the qualifications for a (6) six year real property tax abatement. A representative
from County Development, LLC will be available to meet with the Committee on Tuesday,
March 29, 2016.
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 -5823.
Sincerely,
/4 /z-t7
Aaron Kobb
Director Economic Resources
Filed in Clerk's Office
MAR ? 3 2016
KAREEMAH FOWLER
CRY CLERK, SOUTH BEND, IN
PLANNING NEIGHBORHOOD ENGAGEMENT BUSINESS DEVELOPMENT ECONOMIC RESOURCES
PAMELA C. MEYER . BRIAN PAWLOWSKI AARON KOBB
TAX ABATEMENT REPORT
TO: SOUTH BEND COMMON COUNCIL
FROM: AARON KOBB
SUBJECT: REAL PROPERTY TAX ABATEMENT PETITION FOR:
County Development, LLC
DATE: March 22, 2016
On Tuesday, March 22, 2016, a petition from County Development, LLC was received and
subsequently filed with the City Clerk for real properly tax abatement consideration for
property to be located at the intersection of Mayflower Rd and Western Avenue, South
Bend, IN 46619. Pursuant to Chapter 2, Article 6, Section 2 -84.2 of the Municipal Code
of the City of South Bend, this petition was referred to the Department of Community
Investment 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 Investment has reviewed the petition (a copy of which is
attached), investigated the area, and makes the following report.
PROJECT SUMMARY
➢ Approximately $6,800,000 construction of a new 40,000 square foot supermarket
store and 4000 square foot convenience store and fuel center business.
➢ Estimated total taxes on new building construction during six year abatement period
— $1,180,460
➢ Estimated taxes being abated on new building construction during six year
abatement period — $464,668
➢ Estimated taxes to be paid on new building construction during six year abatement
period — $715,792
EMPLOYMENT EAPACT
Per the petition, it is estimated that the total project will:
➢ Create 13 permanent, full-time jobs within the six year abatement period,
representing a new annual payroll of approximately $453,440
➢ 30 total jobs will be retained with a total annual payroll of approximately $936,000
PLANNING NEIGHBORHOOD ENGAGEMENT BUSINESS DEVELOPMENT ECONOMIC RESOURCES
PAMELA C. MEYER BRIAN PAWLOWSKI AARON KOBB
ABATEMENT QUALIFICATION
1. A review of the tax abatements previously granted, finds that the petitioner has not
been granted or associated with previous 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 not located in a designated Development Area.
4. A review of the Tax Abatement Ordinance No. 9394 -03 finds that the petitioner
meets the qualifications for a (6) six -year real property tax abatement under section
2 -84.2, Real Property Tax Abatement.
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City of South Bend " o4 °T�
netitio�n for{ Incentives
�:
Petitlobmust Include a $250lingfee`pryabfo the Gty Clerk s Office or
online via the Curs web�stie at
fitp: / /southbendTgov /goiregmer�t o tt/terxatement before,processin can be complete i „____ _; �_ "
General Information Project
•. Number
Legal name as registered with Secretary of
County Development LLC
Busines ;stiuctu[e = Limited Liability Company
Y P an Y
Company websitg www.martins- supermarkets.com
F
a �ti
'Proposed
Pro d ose7projecta"ddiess' 'r
4 Intersection Mayflower Rd & Western Av
Parentwmpanyname ,
:_ Martin's Super Markets, Inc.
City, #5tateyZip "" r South Bend, IN 46619
Legal oxlner County Development LLC
rt5. sy y 3.1... >...,.:2,'
:1
Site acreage 2 r acreage required 8,43 Acres
Is the real estate owned or Owned
Square feet of facility 44,000
If Reared by whom
Primary GE.&k"+3`* ✓d$v+w'�.+?e?3:ib' s
Contact
:...:i'"'Ci} #+a`+Y-a •• .
i
Prim @rycompanycoctnai0e �: Gregory L. Freehauf
Title VP Finance, CFO
.. ,V
ABdress of company contact: "4 `"
PO Box 2709
Phone
574- 239 -1818
�a
'StateZ[p`�� South Bend, IN 46680
Emai z gfreehauf @martins- supermarkets.com
-
Senior Official
Company se ibrofficlai ram Gregory L. Freehauf
VP Finance, CFO
Adrire"ss of co parry colttact "fit diffee t from }
-t 1p te r• 3 ° 4 PO Box 2709
�-
Pf one
574 - 239 -1818
City State, Zip' South Bend, IN 46680
Email
y greehauf @martins- supermarkets.com
Consultant • • •..
Hired bus? tons tae Jagent'�a N/A
Consultant rel�sUM
ANVA
Address°' s
`, local economiede'�'le o ent partners
N _ ..
City S ` to Zips _
Email
Project Overview
e ef description ofyou "`?'
�> _ 40,000 square foot supermarket store and 4,000 square foot convenience store and fuel center business
rn pa y pW int N
propjs neeessatyLIo7-
wa �� 9
4
a7
Filed
in Clerk's Office
t
NEAR 2 3 2016
-s.
KAREEMAH FOWLER
CITY CLERK, SOUTH BEND, IN
Certfied Technology Pa�ilcap _ ropriate "`
Community Revifailtzation Enhancement-
Certifyithatthet3utidingPermkhasnotbeen N f"�•iesf
- -Yes
0
If-this isapetitionforpersonalp ?opeftytazabatanwrt has= No
,the ---','- equibiWent beeninstaged - -
Permanent .• Positions
by Calendar
Calenda4Yearret�ainedTOtalhourly
Cmulative #Sfnetl?EWfulltime�'FiouAye
eeri£iage w/o taiGainlogfoI'#ba
wage¢ w%
permanentjos'creaiedatp�ojec�
benefitsor�bonus ofy 'dkihe� (not:
4`3':1?'�r
� r..��� �� � � �� max, �..� ir�nrygb�eto�ri� �
,�
cumulative netneWobs : knot cumr�lative
2015 30 $15.00
206 3rs
3
$16.00 $1,925 3
201 a
10
$17.00 $6,800 10
� rfi
z019�n} �
zozo_,
2o26y
$9.50 (11 new employees) $9.50 (26 new employees & 58 retained employees)
tMgnage�ai $31.00 (2 new employees)
.. ,
o e n ua respo e: a ng =
y °`
a
Robyn Albert
Wo�rkOde:ori iiii�n ? _
Doesyour eom�iany �iavean.FETyrl g pol( 7
-= Yes
Ale you an EEO employer?
Yes
_
�•
.• • ..
• • •
• • .
Pl�sedes�ilie ,�rouroonwnitmentto :,
the last three
years:
diversity and Induskm bydetaging
a
outreach and reauid�rent- e`�foor th'e last
2015
2014
2013
-
�,:- �.����� �s, �
-. threelrears :aswellascurrentpoltde€ �.
FuilThne PartTtme -=
F&HThiI
Part Time
Full Time -'_
PertTiine
�?�,•el"a"��,.err��r'er'
5 11
5
1.1
5
10
Martin's Is committed to diversity and
participates In many community job
x Hispaio� 2 3
1
1
2
3
fairs. Recent participation would
Include job fairs with WorkOne,
>Asian� =
3
Goodwill and IUSB. We also partner
Indian "
with various schools in the SBCSC to
provide guidance to students on
14 29
13
25
15
29
aspects of getting a job.
Complete below for Real or Personal Property Tax Abatement only.
Please -. -.
g x x
PulicBeneiit Item
rr>
Information is required on both tfie construction companies and theg
companies vuhich provide materials purkcFasetl for this protect
y
g
will
Piease complete the table below with the appropraterinformation If Quetify
Ea "rued Points
Ava table Points
ou ual :for the- ?omts, please enter tif-e �uli amount of available (Y� or No)
=� �,
Co nstftfdrdn;Reiited4&Wactors)
r. b.lp�!?Y�) oral Co[npnies,(759) _ Yes
20
20
t Z a a Yes
from' Local
20
20
B Puichase Materials Companies (75%)
C Require Employyees vsndeendent Contractors Yes
19
19
Ms^T'RT z•v�•"
D Require Prevaifiitg Wage Davis Bacon), Yes
22
22
Em ReglirE Health Benefits ` Yes
22
22
F M;
Reuir Peen on eeneiit`s Yes
18
18
u
_G 7
MairitafflaUvegiorr,Planv Yes
20
20
141
141
2
e fl R fated er)
s Z& (O
_
Yes
33
33
{eatBene.„ Yes
34
34
B Pcgvitlea _
Cre
V Yes
29
29
Traini05MEa, j� Yes
28
28
Ptolde_Chi�1M('Aare� ��+�� No
15
No
14
�_EMpj&e / ss(sted Housinro m No
9
a r
` yOta&BenefltR (aeted.
124
162
ax e- a g z
s
}=
3 `
}
' *M MWoMdUce-Retated:
r�
;A
Crea_ to New Job's - Yes
42
42
a�
a Yes
RExistiag fobs � _
41
41
C
MaintainAffirmaiveA onplan Yes
35
35
-
-
^reference No
D !`
ProvjtleTargetedg=
34
total K ikforce belated -
118
152
nq { � `
�,Su000rt a?Muni cal`acility
„ ,� . --
Supp�orta 58 yluic pal Facility (donations 161h =
A
Yes
zoo, consenrato[y,,museum etc ), y
84
_ - Name f FadlfCji - - -
" x� Subta'a1 Municipal'Facility -
84
84
Sub -total from Above.
467
539
03/18/16
• ' • .3•
Whats the wrreat assessed value?
Reai Properly -
PersonaLProperty
What is the projected assessed vai�ue'? �
Real Prop�rty ;� `
/
3� �
Personal ProperPy
� �
Q� �
Whai�s`thetax c�eynum6e for th�`p oect�»'�""
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What i's�he s�c diBtF(VAI�CS��rnd�e�,
�c��,�� �'
Please`ati achy Qoojlle�ma a% sheet yie"ili othe �owtion -:
PleaselPsttheemounFof reaiandpersonalpropertyfa>fes `
;d'
lleaiProperfyTaxes "; :
PersonaisProperty7aices
�r"
`>
paid for the lastv�yeaa v Shen appllca6le
f
75
6979
Staff Use Please fill Only
• .. to the total fiorn
out
NEoirtts
Y or
z -
c ea
- -
ed�ev�ea aaCfiasS s
5
al a �-
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,mac ' e PtiysicaL eLner xQ1 a PJa`nz
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n M
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roo _ ..
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r
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kina
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for Oveimg or lJp�rading_ . =
14
B
PafSr 26 50% of E [e'lsion Cost `
26
Patos5175 %ofFxte3rtsionCost
39
b
Pay for�6100% of Exterisfon Cost _
52
-1c -
0
131
�� '
, r� Sufi- tota=ttfcastrueture Relate`ds =
Total#roln�lppitcarttSection
467
539
'Air iom StaffSecibn ,
0
461
Total Pu61kBetiefit PoLnts ?
467
1000
1) How do I pay my petition filing fee?
Your petition filingfee can be paid either in person or via mail to: Or online via paypal at:
City Clerk's Office http : / /Southhendin.gov /governmentl
Attn: Deputy City Clerk content /tax- abatement
227 West jefferson Blvd. • Suite 400 S
South Bend, Indiana 46601
2) Certified Technology Park appropriate? (Page one, under project overview)
In the South Bend area there are only two Certified Technology Parks, Innovation Park and Ignition Park. If
yourproperty is not located in either then the answer would be no.
3) Community Revitalization Enhancement District? (Page one, under project overview)
The map below outlines the CRED area, please check to see if you fall within the boundaries.
CREeD District Boundary
south _ soiM_ - =-
erq „� mot, -
J n
Kerr
r�
Legend s - i
QCREeD District. Indiana
Q South Send Parcels
- -Tutt run -..
Sample - - - - -
..Ohio .
Garet
<L
IgnXipn $lull ,ce
Broadway
Haney
��- N
Indiana E _
~ A
4) Has any 504 funding been received? (Page one, under investment details)
504 Funding is a loan that come from the Small Business Administration. This funding must be applied for to be
received.
5) Total training expenditure - not cumulative (Page two, under full time Indiana resident positions)
The amount of money to be spent per year on training over the course of the project.
6) Total number to be trained - not cumulative (Page two, under full time Indiana resident positions)
The amount of people that you will train per year over the length of the project.
If you have any additional questions that are not addressed by this document, please contact Sarah Heintzelman in the
Department of Community Investment at 574.235.5842 or email at sheintzeasouthbendin.ge