HomeMy WebLinkAboutRDC PACKET 1013 2016South Bend
Redevelopment Commission
227 West Jefferson Boulevard, Room 1308, South Bend, Indiana
Agenda
Regular Meeting, October 13, 2016, 9:30 a.m.
1. Roll Call
2. Approval of Minutes
A. Minutes of the Regular Meeting of Thursday, September 29, 2016
3. Approval of Claims
A. Claims Submitted October 13, 2016
4. Old Business
A. Receipt of Bids 331 — 335 S. Main
5. New Business
A. Public Hearings
1. Public Hearing on Resolution Nos. 3348, 3349, 3350, 3351, 3352, 3353, 3354,
3355, 3356, 3357, 3358, and 3359
2. Public Hearing on Resolution No. 3361
B. River West Development Area
1. Real Estate Option Agreement — Heading for Home, LLC
6. Progress Reports
A. Tax Abatement
B. Common Council
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574- 235 -9371 1 FAX: 574- 235 -9021 1 SOUTHBENDIN.GOV
C. Other
7. Next Commission Meeting:
Thursday, October 27, 2016, 9:30 a.m.
8. Adjournment
NOTICE FOR HEARING AND SIGHT IMPAIRED PERSONS
Auxiliary Aid or Other Services are Available upon Request at No Charge.
Please Give Reasonable Advance Request when Possible.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574 - 235 -9021 1 SOUTHBENDIN.GOV
South Bend
ITEM: 2A
Redevelopment Commission
227 West Jefferson Boulevard, Room 1308, South Bend, Indiana
SOUTH BEND REDEVELOPMENT COMMISSION
REGULAR MEETING
September 29, 2016
9:30 a.m.
Presiding: Marcia Jones, President
The meeting was called to order at 9:33 a.m.
1. ROLL CALL
227 West Jefferson Boulevard
South Bend, Indiana
Members Present: Marcia Jones, President
Dave Varner, Vice President
Don Inks, Secretary
Gavin Ferlic, Commissioner
John Anella, Commissioner
Members Absent: Greg Downes, Commissioner
Legal Counsel: Benjamin Dougherty, Esq.
Redevelopment Staff: David Relos, Associate
Mary Brazinsky, Recording Secretary
Others Present: Brian Pawlowski
Aaron Kobb
John March
Brad Emberton
Regina Emberton
Mark Peterson
Eric Walton
Erin Blasko
Conrad Damain
1
South Bend Redevelopment Commission
Regular Meeting — September 29, 2016
2. APPROVAL OF MINUTES
A. Approval of Minutes of the Regular Meeting of Thursday, September 15, 2016
Upon a motion by Secretary Inks, seconded by Commissioner Ferlic, the motion
carried 4 -0, the Commission approved the minutes of the regular meeting of
Thursday, September 15, 2016.
3. APPROVAL OF CLAIMS
A. Claims Submitted September 29, 2016
Claims submitted
Redevelopment Commission Claims submitted September 29, 201G for approval
324 RIVER WEST DEVELOPMENT AREA
South Bend Tribune
RealAmerlca
Donohue & Associates
United Consulting Engineers
Hull & Associates, Inc
Jones Petrie Rafinskl
422 FUND WEST WASHINGTON DEVELOPMENTTIF
Lehman & Lehman
Explanation of Project
69.24 Notice to Bidders
221,769.60 The LaSalleApartments
14,230.00 Fellow & Dubai[ St. Neighborhood Improvement
69,081.75 Coal Line Trail
10,498.05 General Consultant/ Oliver Industrial Pk/ Ignition Pk
22,758.05 Phase II ESA
605.00 Cemetery Master Plan
Items added
after Agenda
Distributed
Total $339,011.69 $0.00
Upon a motion by Secretary Inks, seconded by Vice President Varner, the
motion carried 4 -0, the Commission approved the Claims submitted September
29, 2016.
4. Old Business
A. Disposition Bids for Brick /Cleveland Road
David Relos noted for the record that bids were due on these five lots as of 9 am
on September 15, 2016, and that no bids were received.
5. New Business
A. River East Development Area
(1) Development Agreement, Newman Center
Mr. Pawlowski gave a general overview of the Newman Center, which has not
been utilized for a number of years. This area includes the Regional Cities Blue
Ways initiative, which will receive funding for river walk improvements with a focus
from Leeper Park to the Farmer's Market. This project fits into the vision for that
area. Working with Mr. Emberton has been a good experience as things are in
place and ready to go. Financially we are looking at a TIF contribution of
$586,000 in addition to the building and land which requires remediation. Mr.
Emberton will be investing a minimum of $1.3 million.
■
South Bend Redevelopment Commission
Regular Meeting — September 29, 2016
Brad Emberton presented a site plan and rendering of the proposed Armory
building to the Commissioners. Mr. Emberton spoke about his plans for the
building and the surrounding community. From 1928 until the mid- 1960's it was
utilized as a National Guard Armory, which is why they want to keep the historic
name of the Armory.
A substantial amount of money will go into the restoration and remediation of the
existing building and its build out. The intention is to put in a Winery with tasting
room and a Culinary Events Center, which will be anchored with a shared use
kitchen. Mr. Emberton has found a way to work with food trucks and other area
businesses utilizing a shared use kitchen in this space. The kitchen will be a little
over 1,600 square feet. The building will also include office and meeting space
with the balance of the space being used as a winery.
Ironhand Winery, the only winery located in St. Joseph County will be moving into
the building. Most of the year the space will be utilized as a tasting room since
creating wine happens only a few months each year. Mr. Emberton spoke about a
central parking location for food trucks in the South Bend area in the future, and
would like to see them stationed in one of the Howard Park lots.
A shared use kitchen or incubators as they're called, utilizes the space for a short
period of time and moves into their own space once they become established. It
is not our goal to lose business, we want to maintain the businesses coming
through. We will have an anchor business that will utilize about forty to forty -five
percent of the space. That person is licensed and will manage the kitchen. Up to
ten people will sub -lease space. Space will be filled with food trucks, caterers,
vendors and other food businesses. Small startup businesses, making for
instance salsa out of their homes, can now use this kitchen. The goal is to have
the Armory open for business by the end of 2017.
Mr. Pawlowski spoke about investment percentages for different projects,
explaining that we vary between 3 and 20 percent on investment ratios; with this
project at this time, it is a good investment that is going to compliment other things
that are in motion in this immediate area, including work along the riverfront.
When we talk about projects and get into some of the numbers that include
millions of dollars, we have to make challenging decisions. When we have
decisions like this one where the project fits into place, it makes our decision less
of a challenge and we appreciate the flexibility.
Mr. Relos noted that typically on buildings we are going to market, we go in ahead
of time and do environmental remediation work, which we did not do on this
project.
3
South Bend Redevelopment Commission
Regular Meeting — September 29, 2016
Mr. Pawlowski talked about small businesses. As a department, we want as much
investment as possible. We don't want to put an investment onus on a project that
we think is unrealistic and that will cause it to fail. If at a smaller investment we
get a use that benefits the public and rehabilitates a historic space, that may allow
us to invest more. We are looking at business like this across the board. When it
comes down to the difference in dollar amounts we look at the overall investment
of the project and what will work for the City of South Bend.
Upon a motion by Commissioner Ferlic, seconded by Secretary Inks the
motion carried 4 -0, the Commission approved the Development Agreement,
Newman Center submitted September 29, 2016.
B. South Side Development Area
(1) Funding Request, Bowen Street Project Area
Mr. Relos presented a Funding Request for Bowen Street Project Area. Bowen
Street is a short public street that goes west from Miami and dead ends at the
Erskine Plaza by Martin's. This is a low spot that has always been prone to
flooding. The funding request is for a $300,000 project budget, to study
engineering possibilities and correct this street's flooding.
Upon a motion by Vice President Varner, seconded by Commissioner Ferlic the
motion carried 4 -0, the Commission approved the Funding Request, Bowen
Street Project Area submitted September 29, 2016.
6. Progress Reports
A. Tax Abatement
B. Common
Council None
C. Other
7. Next Commission Meeting:
Thursday, October 13, 2016, 9:30 a.m.
8. Adjournment
Thursday, September 29, 2016, 10:06 a.m.
Aaron Kobb, Director of Economic Resources
I
Marcia I. Jones, President
ITEM: 3A
Claims submitted
Redevelopment Commission Claims submitted October 13, 2016 for approval
324 RIVER WEST DEVELOPMENT AREA
Underground Pipe & Value, Inc.
Plews Shadley Racher & Braun
Permadur Industries Inc.,
Jones Petrie Rafinski
Abonmarche Consultants
Troyer Group
HRP Construction
Majority Builders, Inc.
Permadur Industries Inc.,
Walsh & Kelly Inc.
DLZ
US Bank
City of SB
Kolata Enterprises LLC
IDEM
H.J. Umbaugh & Associates
422 FUND WEST WASHINGTON DEVELOPMENT TIF
H.J. Umbaugh & Associates
429 FUND RIVER EAST DEVELOPMENT TIF
Walsh & Kelly, Inc.
Smith Group JJR
Walsh & Kelly, Inc.
H.J. Umbaugh & Associates
430 FUND SOUTH SIDE TIF AREA #1
Southgate Church
Reith Riley Construction Co., Inc.
H.J. Umbaugh & Associates
435 FUND DOUGLAS ROAD DEVELOPMENT AREA TIF
H.J. Umbaugh & Associates
436 TIF NORTHEAST RESIDENTIAL
H.J. Umbaugh & Associates
Explanation of Project
97,878.38 Chet Waggoner
990.70 Environmental Devel Related /Sherman's Cleaners
85,924.74 Nello Equipment
6,285.76 Patel Plaza
17,850.00 Western Ave & Olive St. Intersection Improvements
19,675.00 Harrison
224,311.21 Chet Waggoner
297,155.64 Marriott Hotel Site Development at HOF Ph. 1
42,962.37 Nello Equipment
166,220.65 Ignition Park Infrastructure Ph. 1C, Division A
15,035.00 SB Marriott Ph. 1
197,500.00 Century Center Bond
18,874.75 Legal Services TIF
1,485.00 Professional Services
300.00 Environmental Services
7,000.00 Professional Services related to TIF
200.00 Professional Services related to TIF
23,790.90 Hill & Colfax Ave. on Site Improvement
32,040.00 SB Riverfront Pks and Trails Master Plan
377,310.09 East Bank Sewer Separation - Phase V -
900.00 Professional Services related to TIF
10,988.00 Re- coating of Parking Lot
555,010.40 SB One -Way to Two Way St. Conversion
700.00 Professional Services related to TIF
100.00 Professional Services related to TIF
1,100.00 Professional Services related to TIF
Total $2,201,588.59
ITEM: 5A1
RESOLUTION NO. 3348
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING TAX INCREMENT FINANCING REVENUES FROM
ALLOCATION AREA NO. 1 FUND FOR THE PAYMENT OF CERTAIN
OBLIGATIONS AND EXPENSES RELATED TO THE RIVER WEST
DEVELOPMENT AREA ALLOCATION AREA NO. 1
WHEREAS, the South Bend Redevelopment Commission (the "Commission "), the
governing body of the Department of Redevelopment of the City of South Bend, Indiana (the
"City ") and the City of South Bend, Indiana, Redevelopment District, exists and operates under
the provisions of Indiana Code § 36 -7 -14, as amended (the "Act "); and
WHEREAS, on February 23, 1990, the Commission adopted Resolution No. 919 declaring
the Airport Economic Development Area (the "Area ") to be an economic development area within
the meaning of the Act and designated the Area as the Airport Economic Development Area
Allocation Area No. 1 ( "Allocation Area No. 1 ") for purposes of tax increment financing pursuant
to the Act; and
WHEREAS, Resolution No. 919 and the Airport Economic Development Area Economic
Development Plan (the "Development Plan") adopted by Resolution No. 919 on February 23,
1990, were confirmed by Resolution No. 938 adopted on June 27, 1990 (collectively, the
"Declaratory Resolution "); and
WHEREAS, the Declaratory Resolution created the Airport Economic Development Area
Allocation Area No. 1 Fund ( "Allocation Area No. 1 Fund ") for the purpose of depositing into
such fund tax increment revenues allocated to the Commission and resulting solely from the
increase in the assessed value of real property and improvements thereon located in Allocation
Area No. 1 pursuant to Indiana Code § 36- 7- 14- 39(b)(1) and from the proceeds from the sale or
leasing of property in the Area under Indiana Code § 36- 7- 14 -22, all in accordance with Indiana
Code § 36- 7- 14 -26; and
WHEREAS, the Commission, on April 16, 1993, adopted Resolution No. 1151 declaring
the Sample -Ewing Development Area ( "SEDA ") to be an area needing redevelopment within the
meaning of the Act; and
WHEREAS, Resolution No. 1151 and the Sample -Ewing Development Area Development
Plan were confirmed by Resolution No. 1154 adopted on May 21, 1993; and
WHEREAS, Resolution No. 1151 created the Sample -Ewing Allocation Area (South Bend
Allocation Area No. 8) (the "SEDA Allocation Area ") for the purpose of depositing into an
allocation area fund (the "SEDA Allocation Fund ") tax increment revenues allocated to the
Commission and resulting solely from the increase in the assessed value of personal property and
real property and improvements thereon located in the SEDA Allocation Area pursuant to Indiana
Code § 36- 7- 14- 39(b)(1) and from the proceeds from the sale or leasing ofproperty in the Area
under Indiana Code § 36- 7- 14 -22, all in accordance with Indiana Code § 36- 7- 14 -26; and
WHEREAS, the Declaratory Resolution was further amended by Resolution No. 2348 and
Resolution No. 2351, adopted on June 19, 2007, and July 20, 2007, respectively, and said
resolutions expanded the Area by adding and consolidating the SEDA into the Area (collectively
referred to hereafter as the "Area ") and expanded Allocation Area No. 1 by adding and
consolidating the SEDA Allocation Area into Allocation Area No. 1 (collectively referred to
hereafter as "Allocation Area No. I"); and
WHEREAS, Resolution No. 3256, adopted by the Commission on November 10, 2014,
amended boundaries of the Airport Economic Development Allocation Area No. 1, and renamed
the area as River West Development Area Allocation Area No. 1; and
WHEREAS, the Commission desires to pay certain expenses incurred by it or the City for
local public improvements that are in or serving River West Development Area Allocation Area
No. 1 from funds remaining in the Allocation Area No. 1 Fund, in accordance Indiana Code § 36-
7-14-39(b)(3) and certain other expenditures incurred by the Commission in accordance with
Indiana Code § 36- 7- 14- 39(b)(3); and
WHEREAS, the expenditures incurred or anticipated to be incurred by the Commission
proposed to be paid with funds from Allocation Area No. 1 Fund are described on the attached
Exhibit A; and
WHEREAS, the proposed appropriations from Allocation Area No. 1 Fund are not for the
operating expenses of the Commission; and
WHEREAS, such appropriations are subject to the provisions of Indiana Code § 6 -1.1-
18-5; and
WHEREAS, on September 15, 2016, the Commission adopted Resolution 3347 setting a
public hearing on said appropriations for 9:30 a.m. on October 13, 2016, and authorizing the
Secretary of the Commission to duly publish notice of said hearing; and
WHEREAS, the Secretary of the Commission has caused notice of said hearing on said
appropriations to be published in accordance with law; and
WHEREAS, such public hearing was held at the Commission's meeting at 9:30 a.m. on
October 13, 2016, at 1308 County -City Building, 227 West Jefferson Boulevard, South Bend,
Indiana 46601, at which all taxpayers and interested persons had an opportunity to appear and
express their views as to such additional appropriations; and
WHEREAS, the Commission now desires to approve appropriations in a total amount of
Thirty Million Dollars and 00 /100 ($30,000,000.00)
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1. The funds from Allocation Area No. 1 Fund in the amount of Thirty Million
Dollars and 00 /100 ($30,000,000.00) are hereby appropriated for the purpose of paying the
expenditures-described at Exhibit A.
2. The President and /or the Secretary of the Commission are hereby authorized and
directed to certify a copy of this Resolution together with such other proceedings and actions as
may be necessary to the St. Joseph County Auditor for certification to the Indiana Department of
Local Government Finance for the purpose of obtaining its approval of the appropriations herein
made.
ADOPTED at a regular meeting of the South Bend Redevelopment Commission held on
October 13, 2016, at 1308 County -City Building, 227 W. Jefferson Boulevard, South Bend,
Indiana 46601.
SOUTH BEND REDEVELOPMENT
COMMISSION
Signature
Marcia I. Jones, President
ATTEST: Printed Name and Title
Signature
Donald E. Inks, Secretary
Printed Name and Title
EXHIBIT A
RIVER WEST ECONOMIC DEVELOPMENT AREA - FUND 324
2016 BUDGET SUMMARY
2017
Appropriation
Debt Service:
Debt Service Payments 8,163,789
Total Debt Service 8,163,789
Projects Underway, Not Completed:
Berlin Place 3,500,000
Total Projects Underway, Not Completed
3,500,000
Other Activities:
Blackthorn Corporate Park Marketing
25,000
Engineering Department Services
197,589
Legal Fees
150,000
Community Investment Oversight
82,500
Total Other Activities
455,089
Development Opportunity Reserve:
17,881,122
Projects Planned:
Corridors - Curbs, sidewalks, & landscaping
Parks Projects
Economic Development Projects
South East Plan Implementation
Public Work Projects
Code Enforcement
Fire Station #4
Total Projects Planned 0
Total Appropriation 30,000,000
RESOLUTION NO. 3349
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING TAX INCREMENT FINANCING REVENUES FROM ALLOCATION
AREA FUND FOR THE PAYMENT OF CERTAIN OBLIGATIONS AND EXPENSES
RELATED TO THE WEST WASHINGTION - CHAPIN DEVELOPMENT AREA
ALLOCATION AREA
WHEREAS, the South Bend Redevelopment Commission (the "Commission "), the
governing body of the City of South Bend Department of Redevelopment (the "Department "), on
October 23, 1987, adopted Resolution No. 818 declaring the West Washington- Chapin
Development Area in the City of South Bend, Indiana (the "City ") to be an area needing
redevelopment within the meaning of the Redevelopment of Cities and Towns Act of 1953, as
amended, which is codified at, Indiana Code § 36- 7 -14 -1 et seq (the "Act "); and
WHEREAS, Resolution No. 818 and the West Washington- Chapin Development Area
Development Plan (the "Development Plan") adopted by Resolution No. 818 on October 23, 1987
were confirmed by Resolution No. 824 adopted on December 11, 1987 (collectively, the
"Declaratory Resolution "); and
WHEREAS, the Declaratory Resolution created the West Washington Allocation Area
(South Bend Allocation Area No. 7) Special Fund ( "Allocation Area Fund ") for the purpose of
depositing into such fund tax increment revenues allocated to the Commission and resulting solely
from the increase in the assessed value of real property and improvements thereon located in
Allocation Area pursuant to Indiana Code § 36- 7- 14- 39(b)(1) and from the proceeds from the
sale or leasing of property in the Area under Indiana Code § 36- 7- 14 -22, all in accordance with
Indiana Code § 36- 7- 14-26; and
WHEREAS, the Commission desires to pay certain expenses incurred by it or the City for
local public improvements that are in or serving Allocation Area from funds remaining in the
Allocation Area Fund, in accordance Indiana Code § 36- 7- 14- 39(b)(2) and certain other expenditures
incurred by the Commission in accordance with Indiana Code § 36- 7- 14- 39(b)(2); and
WHEREAS, the expenditures incurred or anticipated to be incurred by the Commission
proposed to be paid with funds from Allocation Area Fund are described on the attached Exhibit
A; and
WHEREAS, the proposed appropriations from Allocation Area Fund are not for the
operating expenses of the Commission; and
WHEREAS, such appropriations are subject to the provisions of Indiana Code § 6 -1.1-
18-5; and
WHEREAS, on September 15, 2016, the Commission adopted Resolution 3347 setting a
public hearing on said appropriations for 9:30 a.m. on October 13, 2016 and authorizing the
Secretary of the Commission to duly publish notice of said hearing; and
WHEREAS, the Secretary of the Commission has caused notice of said hearing on said
appropriations to be published in accordance with law; and
WHEREAS, such public hearing was held at the Commission's meeting at 9:30 a.m. on
October 13, 2016, at 1308 County -City Building, 227 West Jefferson Boulevard, South Bend,
Indiana 46601, at which all taxpayers and interested persons had an opportunity to appear and
express their views as to such additional appropriations; and
WHEREAS, the Commission now desires to approve said appropriations in a total amount
of One Million One Hundred Twenty -Five Thousand and-00 /100 Dollars ($1,125,000.00);
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1. The funds from Allocation Area Fund in the amount of One Million One Hundred
Twenty -Five Thousand and 00 /100 Dollars, .($1,125,000.00) are hereby appropriated for the
purpose of paying the expenditures described at Exhibit A.
2. The President and/or the Secretary of the Commission are hereby authorized and
directed to certify a copy of this Resolution together with such other proceedings and actions as
may be necessary to the St. Joseph County Auditor for certification to the Indiana Department of
Local Government Finance for the purpose of obtaining its approval of the appropriations herein
made.
ADOPTED at a regular meeting of the South Bend Redevelopment Commission held on
October 13, 2016 at 1308 County -City Building, 227 W. Jefferson Boulevard, South Bend, Indiana
46601.
ATTEST:
Signature
'Donald E. Inks, Secretary
Printed Name and Title
SOUTH BEND REDEVELOPMENT
COMMISSION
Signature
Marcia I. Jones, President
Printed Name and Title
EXHIBIT A
WEST WASHINGTON DEVELOPMENT AREA - FUND 422
2016 BUDGET SUMMARY
2017
Appropriation
Debt Service:
Debt Service Payments
Total Debt Service
Projects Underway, Not Completed
Total Projects Underway, Not Completed
Other Activities:
Total Other Activities
Development Opportunity Reserve: 1,125,000
Projects Planned:
Cemetery Improvements
Total Projects Planned 0
Total Appropriation 1,125,000
RESOLUTION NO. 3350
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING TAX INCREMENT FINANCING REVENUES FROM
ALLOCATION AREA FUND FOR THE PAYMENT OF CERTAIN OBLIGATIONS
AND EXPENSES RELATED TO THE RIVER EAST
DEVELOPMENT AREA ALLOCATION AREA NO. 1
WHEREAS, the South Bend Redevelopment Commission (the "Commission "), the
governing body of the City of South Bend Department of Redevelopment (the "Department "), on
November 17, 2003, adopted Resolution No. 2016 declaring the Northeast Neighborhood
Development Area in the City of South Bend, Indiana (the "City ") to be an area needing
redevelopment within the meaning of the Redevelopment of Cities and Towns Act of 1953, as
amended, which is codified at, Indiana Code § 36-7 -14-1 et seq (the "Act "); and
WHEREAS, Resolution No. 2016 and the Northeast Neighborhood Development Area
Development Plan (the "Development Plan ") adopted by Resolution No. 2016 on November 17,
2003, were confirmed by Resolution No. 2021 adopted on December 19, 2003 (collectively, the
"Declaratory Resolution "); and
WHEREAS, the Declaratory Resolution created the Northeast Neighborhood Allocation
Area Special Fund ( "Allocation Area Fund ") for the purpose of depositing into such fund tax
increment revenues allocated to the Commission and resulting solely from the increase in the
assessed value of real property and improvements thereon located in Allocation Area pursuant to
Indiana Code § 36- 7- 14- 39(b)(1) and from the proceeds from the sale or leasing of property in
the Area under Indiana Code § 36- 7- 14 -22, all in accordance with Indiana Code § 36- 7- 14 -26;
and
WHEREAS, Resolution No. 3255, adopted by the Commission on November 10, 2014,
amended boundaries of the Northeast Neighborhood Development Allocation Area No. 1, and
renamed the area to the River East Allocation Area No. l; and
WHEREAS, the Commission desires to pay certain expenses incurred by it or the City for
local public improvements that are in or serving River East AllocationArea No. 1 (the "Allocation
Area ") from funds remaining in the Allocation Area Fund, in accordance Indiana Code § 36-7 -
14-39(b)(3) and certain other expenditures incurred by the Commission in accordance with
Indiana Code § 36- 7- 14- 39(b)(3); and
WHEREAS, the expenditures incurred or anticipated to be incurred by the Commission
proposed to be paid with funds from Allocation Area Fund are described on the attached Exhibit
A and
WHEREAS, the proposed appropriations from Allocation Area Fund are not for the
operating expenses of the Commission; and
WHEREAS, such appropriations are subject to the provisions of Indiana Code § 6-1.1 -
18 -5;and
WHEREAS, on September 15, 2016, the Commission adopted Resolution 3347 setting a
public hearing on said appropriations for 9:30 a.m. on October 13, 2016, and authorizing the
Secretary of the Commission to duly publish notice of said hearing; and
WHEREAS, the Secretary of the Commission has caused notice of said hearing on said
appropriations to be published in accordance with law; and
WHEREAS, such public hearing was held at the Commission's meeting at 9:30 a.m. on
October 13, 2016, at 1308 County -City Building, 227 West Jefferson Boulevard, South Bend,
Indiana 46601, at which all taxpayers and interested persons had an opportunity to appear and
express their views as to such additional appropriations; and
WHEREAS, the Commission now desires to approve said additional appropriations in
a total amount of Seven Million Eight Hundred Thousand and 00 /100 Dollars ($7,800,000.00);
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1. The funds from Allocation Area Fund in the additional amount of Seven Million
Eight Hundred Thousand and 00 /100 Dollars ($7,800,000.00) are hereby appropriated for the
purpose of paying the expenditures described at Exhibit A.
2. The President and/or the Secretary of the Commission are hereby authorized and
directed to certify a copy of this Resolution together with such other proceedings and actions as
may be necessary to the St. Joseph County Auditor for certification to the Indiana Department of
Local Government Finance for the purpose of obtaining its approval of the appropriations herein
made.
ADOPTED at a regular meeting of the South Bend Redevelopment Commission held on
October 13, 2016, at 1308 County -City Building, 227 W. Jefferson Boulevard, South Bend,
Indiana 46601.
SOUTH BEND REDEVELOPMENT
COMMISSION
Signature
ATTEST Marcia I. Jones, President
Printed Name and Title
Signature
Donald E. Inks, SecretarV
Printed Mane and Title
EXHIBIT A
RIVER EAST NEIGHBORHOOD DEVELOPMENT AREA - FUND 429
2016 BUDGET SUMMARY
2017
Appropriation
Debt Service:
Debt Service Payments
Total Debt Service
Projects Underway, Not Completed:
Howard Park 1,300,000
Newman Center 586,000
Total Projects Underway, Not Completed 1,886,000
Other Activities:
Total Other Activities
Development Opportunity Reserve: 5,914,000
Projects Planned:
Wharf Site
Neighborhood Infrastructure
Eddy Street Streetscape Predevelopment
Total Projects Planned
Total Appropriation 7,800,000
RESOLUTION NO. 3351
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING TAX INCREMENT FINANCING REVENUES FROM
ALLOCATION AREA FUND FOR THE PAYMENT OF CERTAIN OBLIGATIONS
AND EXPENSES RELATED TO THE RIVER EAST
DEVELOPMENT AREA ALLOCATION AREA NO.2
WHEREAS, the South Bend Redevelopment Commission (the "Commission "), the
governing body of the City of South Bend Department of Redevelopment (the "Department "), on
November 17, 2003, adopted Resolution No. 2016 declaring the Northeast Neighborhood
Development Area in the City of South Bend, Indiana (the "City ") to be an area needing
redevelopment within the meaning of the Redevelopment of Cities and Towns Act of 1953, as
amended, which is codified at, Indiana Code § 36 -7 -14-1 et seq (the "Act "); and
WHEREAS, Resolution No. 2016 and the Northeast Neighborhood Development Area
Development Plan (the "Development Plan") adopted by Resolution No. 2016 on November 17,
2003, were confirmed by Resolution No. 2021 adopted on December 19, 2003 (collectively, the
"Declaratory Resolution "); and
WHEREAS, the Declaratory Resolution created the Northeast Neighborhood Allocation
Area Special Fund ( "Allocation Area Fund ") for the purpose of depositing into such fund tax
increment revenues allocated to the Commission and resulting solely from the increase in the
assessed value of real property and improvements thereon located in Allocation Area pursuant to
Indiana Code § 36- 7- 14- 39(b)(1) and from the proceeds from the sale or leasing of property in
the Area under Indiana Code § 36- 7- 14 -22, all in accordance with Indiana Code § 36- 7- 14-26;
and
WHEREAS, Resolution No. 3255, adopted by the Commission on November 10, 2014,
amended boundaries of the Northeast Neighborhood Development Allocation Area No. 1, and
renamed the area to the River East Allocation Area No. 1; and
WHEREAS, the Commission desires to pay certain expenses incurred by it or the City for
local public improvements that are in or serving River East Allocation Area No. 1 (the "Allocation
Area ") from funds remaining in the Allocation Area Fund, in accordance Indiana Code § 36-7 -
14-39(b)(3) and certain other expenditures incurred by the Commission in accordance with
Indiana Code § 36- 7- 14- 39(b)(3); and
WHEREAS, the expenditures incurred or anticipated to be incurred by the Commission
proposed to be paid with funds from Allocation Area Fund are described on the attached Exhibit
A and
WHEREAS, the proposed appropriations from Allocation Area Fund are not for the
operating expenses of the Commission; and
WHEREAS, such appropriations are subject to the provisions of Indiana Code § 6 -1.1-
18-5; and
WHEREAS, on September 15, 2016, the Commission adopted Resolution 3347 setting a
public hearing on appropriations for 9:30 a.m. on October 13, 2016, -and-authorizing the Secretary
of the Commission to duly publish notice of said hearing; and
WHEREAS, the Secretary of the Commission has caused notice of said hearing on said
appropriations to be published in accordance with law; and
WHEREAS, such public hearing was held at the Commission's meeting- at 9:30 a.m. on
October 13, 2016, at 1308 County -City Building, 227 West Jefferson Boulevard, South Bend,
Indiana 46601, at which all taxpayers and interested persons had an opportunity to appear and
express their views as to such additional appropriations; and
WHEREAS, the Commission now desires to approve appropriations in a total amount of
Three Million Four Hundred Thirty Thousand and 00 /100 Dollars ($3,430,000.00);
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1. The funds from Allocation Area Fund in the additional amount of Three Million
Four Hundred Thirty Thousand and 00 /100 Dollars ($3,430,000.00) are hereby appropriated for
the purpose of paying the expenditures described at Exhibit A.
2. The President and/or the Secretary.of the Commission are hereby authorized and
directed to certify a copy of this Resolution together with such other proceedings and actions as
may be necessary to the St. Joseph County Auditor for certification to the Indiana Department of
Local Government Finance for the purpose of obtaining its approval of the appropriations herein
made.
ADOPTED at a regular meeting of the South Bend Redevelopment Commission held on
October 13, 2016, at 1308 County -City Building, 227 W. Jefferson Boulevard, South Bend,
Indiana 46601.
ATTEST
Donald E. Inks, Secretary
Printed Name and Title
SOUTH BEND REDEVELOPMENT
COMMISSION
Signature
Marcia I. Jones, President
Printed Name and Title
EXHIBIT A
RIVER EAST RESIDENTIAL DEVELOPMENT AREA - FUND 436
2016 BUDGET SUMMARY
2017
Appropriation
Debt Service:
Debt Service Payments 3,365,180
Total Debt Service 3,365,180
Projects Underway, Not Completed
Total Projects Underway, Not Completed
Other Activities:
Total Other Activities
Development Opportunity Reserve: 64,820
Projects Planned:
Total Projects Planned 0
Total Appropriation 3,430,000
RESOLUTION NO. 3352
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING TAX INCREMENT FINANCING REVENUES FROM
ALLOCATION AREA NO. 1 FUND FOR THE PAYMENT OF CERTAIN
OBLIGATIONS AND EXPENSES RELATED TO THE SOUTH SIDE DEVELOPMENT
AREA ALLOCATION AREA NO. 1
WHEREAS, the South Bend Redevelopment Commission (the "Commission "), the
governing body of the Department of Redevelopment of the City of South Bend, Indiana (the
"City ") and the City of South Bend, Indiana, Redevelopment District, exists and operates under
the provisions of Indiana Code § 36 -7 -14, as amended (the "Act "); and
WHEREAS, on November 1, 2002, the Commission adopted Resolution No. 1914 (the
"Declaratory Resolution ") declaring the South Side Development Area (the "Area ") to be an area
needing redevelopment within the meaning of the Act and designated the Area as the South Side
Development Area Allocation Area No. 1 ( "Allocation Area No. 1 ") for purposes of tax increment
financing pursuant to the Act; and
WHEREAS, on November 19, 2002, the Area Plan Commission of St. Joseph County
( "Plan Commission ") issued its written order approving the Declaratory Resolution by the
adoption of Plan Commission Resolution 142 -02, in accordance with Indiana Code § 36 -7 -14-
16; and
WHEREAS, on November 25, 2002, the Common Council of the City approved the order
of the Plan Commission through the adoption of Common Council Resolution No. 3136 -02; and
WHEREAS, on December 20, 2002, the Commission held a duly noticed public hearing,
in accordance with Indiana Code § 36- 7 -14 -17 and Indiana Code § 5 -3 -1; and
WHEREAS, following said hearing, the Commission adopted Resolution No. 1928
confirming the Declaratory Resolution; and
WHEREAS, the Declaratory Resolution created the South Side Development Area
Allocation Area No. 1 Fund ( "Allocation Area No. 1 Fund ") for the purpose of depositing into
Thirty increase in the assessed value of real property and improvements thereon located in
Allocation Area No. 1 pursuant to Indiana Code § 36- 7- 14- 39(b)(1) and from the proceeds from
the sale or leasing of property in the Area under Indiana Code § 36- 7- 14 -22, all in accordance
with Indiana Code § 36- 7- 14 -26; and
WHEREAS, the Commission desires to pay certain expenses incurred by it or the City for
local public improvements that are in or serving Allocation Area No. 1 from funds remaining in
the Allocation Areallo. 1 Fund, in accordance Indiana Code § 36- 7- 14- 39(b)(2) and certain other
expenditures incurred by the Commission in accordance with Indiana Code § 36- 7- 14- 39(b)(2);
and
WHEREAS, the expenditures incurred or anticipated to be incurred by the Commission
proposed to be paid with funds from Allocation Area No. 1 Fund are described on the attached
Exhibit A; and
WHEREAS, the proposed appropriations from Allocation Area No. 1 Fund are not for the
operating expenses of the Commission; and
WHEREAS, such appropriations are subject to the provisions of Indiana Code § 6 -1.1-
18-5; and
WHEREAS, on September 15, 2016, the Commission adopted Resolution 3347 setting a
public hearing on said appropriations for 9:30 a.m. on October 13, 2016 and authorizing the
Secretary of the Commission to duly publish notice of said hearing; and
WHEREAS, the Secretary of the Commission has caused notice of said hearing on said
appropriations to be published in accordance with law; and
WHEREAS, such public hearing was held at the Commission's meeting at 9:30 a.m. on
October 13, 2016 at 1308 County -City Building, 227 West Jefferson Boulevard, South Bend,
Indiana 46601, at which all taxpayers and interested persons had an opportunity to appear and
express their views as to such additional appropriations; and
WHEREAS, the Commission now desires to approve said appropriations in a total amount
of Six Million Dollars and 00 /100 ($6,000,000.00);
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1 The funds from Allocation Area No. 1 Fund in the amount of Six Million
Dollars and 00 /100 ($6,000,000.00) are hereby appropriated for the purpose of paying the
expenditures described at Exhibit A.
2. The President and/or the Secretary of the Commission are hereby authorized and
directed to certify a copy of this Resolution together with such other proceedings and actions as
may be necessary to the St. Joseph County Auditor for certification to the Indiana Department of
Local Government Finance for the purpose of obtaining its approval of the appropriations herein
made.
ADOPTED at a regular meeting of the South Bend Redevelopment Commission held on
October 13, 2016 at 1308 County* City Building, 227 W. Jefferson Boulevard, South Bend,
Indiana 46601.
ATTEST
Signahire
Donald E. Inks, Secretary
Printed Name and Title
SOUTH BEND REDEVELOPMENT
COMMISSION
Signataere
Marcia I. Jones, President
Printed Name
EXHIBIT A
SOUTH SIDE DEVELOPMENT AREA #1 - FUND 430
2016 BUDGET SUMMARY
2017
Appropriation
Debt Service:
Debt Service Payments
Total Debt Service
Projects Underway, Not Completed
Total Projects Underway, Not Completed
Other Activities:
Total Other Activities
Development Opportunity Reserve: 6,000,000
Projects Planned:
Park Projects
Public Works Projects
Total Projects Planned 0
Total Appropriation 6,000,000
RESOLUTION NO. 3353
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING TAX INCREMENT FINANCING REVENUES FROM
ALLOCATION AREA NO.3 FUND FOR THE PAYMENT OF CERTAIN
OBLIGATIONS AND EXPENSES RELATED TO THE SOUTH SIDE DEVELOPMENT
AREA ALLOCATION AREA NO.3
WHEREAS, the South Bend Redevelopment Commission (the "Commission "), the
governing body of the Department of Redevelopment of the City of South Bend, Indiana (the
"City ") and the City of South Bend, Indiana, Redevelopment District, exists and operates under
the provisions of Indiana Code § 36 -7 -14, as amended (the "Act "); and
WHEREAS, on November 1, 2002, the Commission adopted Resolution No. 1914 (the
"Declaratory Resolution ") declaring the South Side Development Area (the "Area ") to be an area
needing redevelopment within the meaning of the Act and designated the Area as the South Side
Development Area Allocation Area No. 1 ( "Allocation Area No. 1 ") for purposes of tax increment
financing pursuant to the Act; and
WHEREAS, on November 19, 2002, the Area Plan Commission of St. Joseph County
( "Plan Commission ") issued its written order approving the Declaratory Resolution by the
adoption of Plan Commission Resolution 142 -02, in accordance with Indiana Code § 36 -7 -14-
16; and
WHEREAS, on November 25, 2002, the Common Council of the City approved the order
of the Plan Commission through the adoption of Common Council Resolution No. 313 6 -02; and
WHEREAS, on December 20, 2002, the Commission held a duly noticed public hearing,
in accordance with Indiana Code § 36- 7 -14 -17 and Indiana Code § 5 -3 -1; and
WHEREAS, following said hearing, the Commission adopted Resolution No. 1928
confirming the Declaratory Resolution; and
WHEREAS, on July 27, 2004, the Commission adopted Resolution 2073 amending the
Declaratory Resolution to create a separate allocation area ("Allocation Area No. 2 ") within the
Area to allow for certain improvements to occur at the intersection of Ireland and Michigan Streets;
and
WHEREAS, on September 13, 2004, the Commission adopted Resolution 2096 (i)
amending the Declaratory Resolution to create a separate allocation area ( "Allocation Area No.
3 ") within the Area to allow for a certain redevelopment project located at or about the southeast
corner of the intersection of Ireland Road.and Miami Street in the Area and (ii) creating a separate
allocation area fund ( "Allocation Area No. 3 Fund ") for the purpose accounting for the tax
increment revenues directly resulting from such improvements ( "Project Tax Increment
Revenues "); and
WHEREAS, on September 13, 2004, the Commission adopted Resolution No. 2097 (the
"Pledge Resolution ") establishing the KSK- Scottsdale Mall, L.P. Project Principal and Interest
Account of the Allocation Area No. 3 Fund (the "Principal and Interest Account ") and pledging
Project Tax Increment Revenues for the payment of taxable economic development bonds
originally issued in an aggregate principal amount of Five Million Four Hundred Eight-five
Thousand and 00 /100 Dollars ($5,485,000.00) (the "EDC Bonds ") to provide financing for the
redevelopment of Allocation Area No. 3; and
WHEREAS, the EDC Bonds were issued on April 19, 2005, at fixed interest rates ranging
from six and one -tenth percent (6.10 %) to six and three - quarters percent (6.75 %) with interest
payable on August 1, 2005, and on each February 1 and August 1 thereafter and maturing on
February 1 in the years 2021 and 2027 with mandatory sinking fund payments due on February 1
in the years 2008 through and including 2027, a schedule of which debt service payments is as set
forth at Exhibit A; and
WHEREAS, the EDC Bonds are secured by a Trust Indenture dated April 1, 2005 (the
"Indenture ") between the City and Wells Fargo Bank, N.A., as Trustee (the "Trustee "); and
WHEREAS, the Pledge Resolution requires that all funds allocated to the Allocation Area
No. 3 Fund be immediately transferred into the Principal and Interest Account and on January 15
and July 15 of each year all funds necessary to pay (i) the principal of and interest on the EDC
Bonds currently or scheduled to be due and expected to be paid from the Project Tax Increment
Revenues and (ii) to pay any amount of principal on the EDC Bonds which was not previously
paid when due or interest accruing thereon as a result of an insufficiency in Project Tax Increment
Revenues in prior year or years, be transferred from the Principal and Interest Account and /or the
Allocation Area No. 3 Fund to the Trustee to be placed on deposit under the Indenture and only
thereafter may excess Project Tax Increment Revenues in the Principal and Interest Account and/or
the Allocation Area No. 3 Fund be transferred or used for any other purpose set forth in Section
39 of the Act; and
WHEREAS, the Commission desires to authorize all funds received by the Commission
for Allocation Area No. 3 Fund be transferred to the Principal and Interest Account; and
WHEREAS, the Commission further desires that all funds on deposit in the Principal and
Interest Account be appropriated for the debt service payments on the EDC Bonds, in accordance
with the Pledge Resolution and Indiana Code § 3 6-7-14-3 9(b)(2)(A); and
WHEREAS, the proposed appropriations from Allocation Area No. 3 Fund or the Principal
and Interest Account are not for the operating expenses of the Commission; and
WHEREAS, such appropriations are subject to the provisions of Indiana Code § 6 -1.1-
18-5; and
WHEREAS, on September 15, 2016, the Commission adopted Resolution 3347 setting a
public hearing on said appropriations for 9:30 a.m. on October 13, 2016 and authorizing the
Secretary of the Commission to duly publish notice of said hearing; and
WHEREAS, the Secretary of the Commission has caused notice of said hearing on said
appropriations to be published in accordance with law; and
WHEREAS, such public hearing was held at the Commission's meeting at 9:30 a.m. on
October 13, 2016, at 1308 County -City Building, 227 West Jefferson Boulevard, South Bend,
Indiana 46601, at which all taxpayers and interested persons had an opportunity to appear and
express their views as to such additional appropriations; and
WHEREAS, the Commission now desires to approve said appropriations in a total amount
estimated not to exceed Four Million Eight Hundred Forty Eight Thousand Seven Hundred
Ninety Five and 00 /100 Dollars ($4,848,795.00);
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1. The Commission hereby appropriates that all funds in Allocation Area No. 3 Fund
and/or the Principal and Interest Account for the debt service payments on the EDC Bonds, in
accordance with the Pledge Resolution and Indiana Code § 36- 7- 14- 39(b)(2)(A), which amount
is not expected to exceed the amount owed on the Bonds and required to be deposited with the
Trustee under the Pledge Resolution and the Indenture and which amount is not anticipated to
exceed Four Million Eight Hundred Forty Eight Thousand Seven Hundred Ninety Five and 00 /100
Dollars ($4,848,795.00) this year.
- 2. The President and/or the Secretary of the Commission are hereby authorized and
directed to certify a copy of this Resolution together with such other proceedings and actions as
may be necessary to the St. Joseph County Auditor for certification to the Indiana Department of
Local Government Finance for the purpose of obtaining its approval of the appropriations herein
made.
ADOPTED at a regular meeting of the South Bend Redevelopment Commission held on
October 13, 2016 at 1308 County -City Building, 227 W. Jefferson Boulevard, South Bend, Indiana
46601.
.ATTFaS1:
Donald E. Inks, Secretary
Printed Name and Title
SOUTH BEND REDEVELOPMENT COMMISSION
Signature
Marcia I. Jones, President
Printed Name and Title
EXHIBIT A
SOUTH SIDE DEVELOPMENT AREA #3 (VILLAGE) - FUND 432
2016 BUDGET SUMMARY
2017
Appropriation
Debt Service:
Debt Service Payments 3,960,668
Total Debt Service 3,960,668
Projects Underway, Not Completed
Total Projects Underway, Not Completed
Other Activities:
Transfer to South Side #1 to close this fund ( #3 - fund 432) 888,127
Total Other Activities 888,127
Development Opportunity Reserve:
Projects Planned:
Total Projects Planned
Total Appropriation 4,848,795
Will not request any additional increment after 2013. Expect to payoff
outstanding debt in 2017 (earliest option under bond documents).
RESOLUTION NO. 3354
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING TAX INCREMENT FINANCING REVENUES FROM
ALLOCATION AREA NO. 1 FUND FOR THE PAYMENT OF CERTAIN
OBLIGATIONS AND EXPENSES RELATED TO THE DOUGLAS ROAD
ECONOMIC DEVELOPMENT AREA ALLOCATION AREA NO. 1
WHEREAS, the South Bend Redevelopment Commission (the "Commission "), the
governing body of the Department of Redevelopment of the City of South Bend, Indiana (the
"City ") and the City of South Bend, Indiana, Redevelopment District, exists and operates under
the provisions of Indiana Code § 36 -7 -14, as amended (the "Act "); and
WHEREAS, on December 2, 2005, the Commission adopted Resolution No. 2199 (the
"Declaratory Resolution ") declaring the Douglas Road Economic Development Area (the "Area ")
to be an economic development area within the meaning of the Act and designated the Area as the
Douglas Road Economic Development Area Allocation Area No. 1 ( "Allocation Area No. I") for
purposes of tax increment financing pursuant to the Act; and
WHEREAS, on December 20, 2005, the Area Plan Commission of St. Joseph County
( "Plan Commission ") issued its written order approving the Declaratory Resolution by the
adoption of Plan Commission Resolution 165 -05, in accordance with Indiana Code § 36 -7 -14-
16; and
WHEREAS, on January 23, 2006, the Common Council of the City approved the order of
the Plan Commission through the adoption of Common Council Resolution No. 3556 -06; and
WHEREAS, on February 17, 2006, the Commission held a duly noticed public hearing, in
accordance with Indiana Code § 36- 7 -14 -17 and Indiana Code § 5 -3 -1; and
WHEREAS, following said hearing, the Commission adopted Resolution No. 2199
confirming the Declaratory Resolution; and
WHEREAS, the Declaratory Resolution created the Douglas Road Economic
Development Area Allocation Area No. 1 Fund ( "Allocation Area No. 1 Fund ") for the purpose
of depositing into such fund tax increment revenues allocated to the Commission and resulting
solely from the increase in the assessed value of real property and improvements thereon located
in Allocation Area No. 1 pursuant to Indiana Code § 36- 7- 14- 39(b)(1) and from the proceeds
from the sale or leasing of property in the Area under Indiana Code § 36- 7- 14 -22, all in
accordance with Indiana Code § 36- 7- 14 -26; and
WHEREAS, the Commission desires to pay certain expenses incurred by it or the City for
local public improvements that are in or serving Allocation Area No. 1 from funds remaining in the
Allocation Area No. 1 Fund, in accordance Indiana Code § 36- 7- 14- 39(b)(2) and certain other
expenditures incurred by the Commission in accordance with Indiana Code § 36- 7- 14- 39(b)(2); and
WHEREAS, the expenditures incurred or anticipated to be incurred by the Commission
proposed to be paid with funds from Allocation Area No. 1 Fund are described on the attached
Exhibit A; and
WHEREAS, the proposed appropriations from Allocation Area No. 1 Fund are not for the
operating expenses of the Commission; and
WHEREAS, such appropriations are subject to the provisions of Indiana Code § 6 -1.1-
18-5; and
WHEREAS, on September 15, 2015, the Commission adopted Resolution 3347 setting a
public hearing on said appropriations for 9:30 a.m. on October 13, 2016 and authorizing the
Secretary of the Commission to duly publish notice of said hearing; and
WHEREAS, the Secretary of the Commission has caused notice of said hearing on said
appropriations to be published in accordance with law; and
WHEREAS, such public hearing was held at the Commission's meeting at 9:30 a.m. on
October 13, 2016, at 1308 County -City Building, 227 West Jefferson Boulevard, South Bend,
Indiana 46601, at which all taxpayers and interested persons had an opportunity to appear and
express their views as to such additional appropriations; and
WHEREAS, the Commission now desires to approve said appropriations in a total amount
of Three Hundred Forty Thousand and 00 /100 Dollars ($340,000.00);
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1. The funds from Allocation Area No. 1 Fund in the amount of Three Hundred Forty
Thousand 00 /100 Dollars ($340,000.00) are hereby appropriated for the purpose of paying the
expenditures described at Exhibit A.
2. The President and /or the Secretary of the Commission are hereby authorized and
directed to certify a copy of this Resolution together with such other proceedings and actions as
may be necessary to the St. Joseph County Auditor for certification to the Indiana Department of
Local Government Finance for the purpose of obtaining its approval of the appropriations herein
made.
ADOPTED at a regular meeting of the South Bend Redevelopment Commission held on
October 13, 2016 at 1308 County -City Building, 227 W. Jefferson Boulevard, South Bend, Indiana
46601.
ATTEST:
Donald E. Inks, Secretary
Printed Name and Title
SOUTH BEND REDEVELOPMENT
COMMISSION
Signature
Marcia I. Jones, President
Printed Nance and Title
EXHIBIT A
DOUGLAS ROAD ECONOMIC DEVELOPMENT AREA - FUND 435
2016 BUDGET SUMMARY
2017
Appropriation
Debt Service:
Debt Service Payments 335,112
Total Debt Service 335,112
Projects Underway, Not Completed
Total Projects Underway, Not Completed
Other Activities:
Total Other Activities
Development Opportunity Reserve: 4,888
Projects Planned:
Total Projects Planned 0
Total Appropriation 340,000
RESOLUTION NO. 3355
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT
COMMISSION APPROPRIATING MONIES FROM THE
REDEVELOPMENT GENERAL FUND (FUND 433) FOR THE
PURPOSE OF PAYING FOR CERTAIN EXPENSES INCURRED BY
THE REDEVELOPMENT COMMISSION
WHEREAS, the Redevelopment General Fund —Fund 433 (the "General Fund ")
was established for the purpose of holding, among other things, certain miscellaneous
revenue proceeds (the "Proceeds ") received by the South Bend Redevelopment
Commission (the "Commission ") and
WHEREAS, the Commission desires to engage outside legal counsel to assist the
Commission in its redevelopment efforts (the "Services "); and
WHEREAS, there are insufficient funds available or provided for in the existing
budget and tax levy which may be applied to payment for the Services; and
WHEREAS, the Commission desires to pay certain expenses incurred by it out of
the Proceeds; and
WHEREAS, such appropriations are subject to the provisions of Indiana Code § 6-
1.1-18-5; and
WHEREAS, the Commission held a public hearing on the proposed appropriation
on October 13, 2016 at 9:30 a.m. in the Board of Public Works Meeting Room, 1308
County -City Building, 227 West Jefferson Boulevard, South Bend, Indiana 46601 at which
all taxpayers and interested persons had an opportunity to appear and express their views
at to such additional appropriation, notice of which continued hearing was published in the
South Bend Tribune and the Tri- County News on September 23, 2016, in accordance
with Indiana Code § 6- 1.1 -18 -5 and Indiana Code § 5- 3- 1 -2(b);
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND
REDEVELOPMENT COMMISSION AS FOLLOWS:
1. The Commission hereby approves the use of funds in the General Fund in
an amountnot to exceed Four Thousand Five Hundred and 00 /100 Dollars ($4,500.00) for
purposes of paying the Services and appropriated said funds for said purpose. Such
appropriation shall be in addition to all appropriations provided for in the existing budget
and levy and shall continue in effect until the Services are completed and paid for.
2. The President and Secretary of the Commission shall be, and hereby are,
authorized and directed to certify a copy of this Resolution, together with such other
proceedings and actions as may be necessary, to the Department of Local Government
Finance.
ADOPTED at a meeting of the South Bend Redevelopment Commission held on
October 13, 2016 at the Board of Public Works Meeting Room, 1308 County -City
Building, 227 W. Jefferson Boulevard, South Bend, Indiana 46601.
ATTEST
Donald E. Inks, Secretary
Printed Name and Title
SOUTH BEND REDEVELOPMENT
Marcia I. Jones, President
Printed Name and Title
EXHIBIT "A"
Appropriation of miscellaneous proceeds for making payment for certain outside legal
services incurred by the Redevelopment Commission in a total amount not to exceed
$4,500.00.
RESOLUTION NO. 3356
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING MONIES FOR THE PURPOSE OF DEFRAYING
THE EXPENSES OF CERTAIN LOCAL PUBLIC IMPROVEMENTS
FOR THE FISCAL YEAR BEGINNING JANUARY 1, 2017, AND ENDING DECEMBER
31, 2017, INCLUDING ALL OUTSTANDING CLAIMS AND OBLIGATIONS,
FIXING A TIME WHEN THE SAME SHALL TAKE EFFECT
WHEREAS, the South Bend Redevelopment Commission is the lessee of certain local
public improvements which, during calendar year 2016, realize revenues and incur expenses in
connection with the operation and maintenance of the same; and
WHEREAS, the South Bend Redevelopment Commission has determined it is necessary
to appropriate the revenues of certain public improvements in order to defray the expenses of those
local public improvements.
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1. For the expenses of the South Bend Central Development Area Building Operations
Budget Fund 425 (which currently includes Leighton Plaza Retail Space, Leighton Plaza
Courtyard and Wayne Street Garage Retail Space), for the fiscal year 2017, the sums of money, as
set forth in the budget which is made a part hereof, are hereby appropriated and ordered set apart
out of the funds hereinafter named, and for the purposes hereinafter specified, subject to the laws
governing the same. The sums here appropriated shall be deemed to include all expenditures
authorized to be made in said year, unless otherwise expressly stipulated or provided by law.
2. For the fiscal year ending December 31, 2017, the above referenced appropriations
are made within the South Bend Central Development Area Building Operations Budget Fund.
3. This resolution shall be in full force and effect from and after its adoption.
Adopted at the Regular Meeting of the South Bend Redevelopment Commission held
Thursday, October 13, 2016, at 9:30 a.m., 1308 County -City Building, 227 West Jefferson
Boulevard, South Bend, Indiana 46601
ATTEST:
Donald E. Inks, Secretary
Printed Name and Title
SOUTH BEND REDEVELOPMENT
COMMISSION
Marcia I. Jones, President
Printed Name and Title
Redevelopment Retail
Operations Budget
For Calendar Year 2017
Budget
Beginning Cash at 1/1 Estimate 208,882
Revenue:
Interest 1,700
Leighton Retail Revenue 158,976
Wayne Street Retail Revenue 36,338
Total Revenue 197,014
Operating Expenses:
Leighton Retail Space 116,202
Leighton Plaza 31,900
Wayne Street Retail .10,064
Total Operating Expense 158,166
Net Operating Income 38,848
Ending Cash at End of Period 247,730
RESOLUTION NO. 3357
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING TAX INCREMENT FINANCING REVENUES FROM THE
AIRPORT ECONOMIC DEVELOPMENT /URBAN ENTERPRISE ZONE
SPECIAL ZONE FUND FOR THE PAYMENT OF CERTAIN OBLIGATIONS
AND EXPENSES RELATED TO THE AIRPORT ECONOMIC DEVELOPMENT AREA
AND THE URBAN ENTERPRISE ZONE
WHEREAS, the South Bend Redevelopment Commission (the "Commission "), the
governing body of the Department of Redevelopment of the City of South Bend, Indiana (the "City ")
and the City of South Bend, Indiana, Redevelopment District, exists and operates under the
provisions of Indiana Code § 36 -7 -14, as amended (the "Act "); and
WHEREAS, on February 23, 1990, the Commission adopted Resolution No. 919 (the
declaring the Airport Economic Development Area (the "Area ") to be an economic development area
within the meaning of the Act and designated the Area as the Airport Economic Development Area
Allocation Area No. 1 ( "Allocation Area No. 1 ") for purposes of tax increment financing pursuant to
the Act; and
WHEREAS, Resolution No. 919 and the Airport Economic Development Area Economic
Development Plan (the 'Development Plan") adopted by Resolution No. 919 on February 23, 1990
were confirmed by Resolution No. 938 adopted on June 27, 1990 (collectively, the "Declaratory
Resolution "); and
WHEREAS, the Declaratory Resolution created the Airport Economic Development Area
Allocation Area No. 1 Fund ( "Allocation Area No. 1 Fund ") for the purpose of depositing into such
fund tax increment revenues allocated to the Commission and resulting solely from the increase in
the assessed value of real property and improvements thereon located in Allocation Area No. 1
pursuant to Indiana Code § 36- 7- 14- 39(b)(1) and from the proceeds from the sale or leasing of
property in the Area under Indiana Code § 36- 7- 14-22, all in accordance with Indiana Code § 36 -7-
14-26; and
WHEREAS, the Commission, on April 16,1993, adopted Resolution No.1151 declaring the
Sample -Ewing Development Area ( "SEDA ") to be an area needing redevelopment within the
meaning of the Act; and
WHEREAS, Resolution No. 1151 and the Sample -Ewing Development Area Development
Plan were confirmed by Resolution No. 1154 adopted on May 21, 1993; and
WHEREAS, Resolution No. 1151 created the Sample -Ewing Allocation Area (South Bend
Allocation Area No. 8) (the "SEDA Allocation Area ") for the purpose of depositing into an
allocation area fund (the "SEDA Allocation Fund ") tax increment revenues allocated to the
Commission and resulting solely from the increase in the assessed value of personal property and
real property and improvements thereon located in the SEDA Allocation Area pursuant to Indiana
Code § 36- 7- 14- 39(b)(1) and from the proceeds from the sale or leasing of property in the Area
under Indiana Code § 36- 7- 14 -22, all in accordance with Indiana Code § 36- 7- 14-26; and
WHEREAS, the Declaratory Resolution was further amended by the Resolution No. 2348
and Resolution No. 2351, adopted on June 19, 2007 and July 20, 2007 respectively and said
resolution expanded the Area by adding and consolidating the SEDA into the Area (collectively
referred to hereafter as the "Area ") and expanded Allocation Area No. I by adding and consolidating
the SEDA Allocation Area into Allocation Area No. 1 (collectively referred to hereafter as
"Allocation Area No. 1 "); and
WHEREAS, under the Declaratory Resolution, the funds and deposits of the SEDA
Allocation Funds have further been consolidated and deposited with Allocation Area No. 1 Fund
(collectively referred to hereafter as "Allocation Area No. 1 Fund "); and
WHEREAS, on October 27, 2003, the South Bend Common Council adopted Resolution No.
3261 -03, requesting that the State Enterprise Zone Board establish the Urban Enterprise Zone (the
"Zone ") as an enterprise zone within the meaning of Indiana Code § 4 -4 -6.1 (now Indiana Code § 5-
28-15) which was approved by the State of Indiana, effective January 1, 2004, for a period of ten
(10) years and expiring on December 31, 2013; and
WHEREAS, the purpose for the existence of the Zone is to: (1) Increase the number of jobs
in the Zone by retention and expansion of existing businesses and attraction and development of new
businesses; and (2) Improve the quality of life of zone residents, improve zone residents'
employability, and fill zone jobs with zone residents; and
WHEREAS, due to an overlap in the Area and the Zone (the "Overlap Area "), the Airport
Economic Development Area / Urban Enterprise Zone Special Zone Fund was established for the
purpose of depositing into a special fund (the "Zone Fund ") tax increment revenues allocated to the
Commission and resulting solely from the increase in the assessed value of personal property and
real property and improvements thereon located in the Overlap Area pursuant to Indiana Code § 36-
7-14-39(g); and
WHEREAS, pursuant to Indiana Code § 36- 7- 14- 39(g), tax increment revenues allocated to
the Commission and resulting solely from the increase in the assessed value of personal property and
real property and improvements thereon located in the Overlap Area have been transferred from the
Allocation Area No. 1 Fund into the Zone Fund; and
WHEREAS, the Commission desires to pay certain expenses incurred by third parties for
programs located in or serving the Overlap Area from funds remaining in the Zone Fund, in
accordance with Indiana Code § 36- 7- 14 -39(g) and certain other expenditures incurred by the
Commission in accordance with Indiana Code § 36- 7- 14- 39(b)(2); and
WHEREAS, the expenditures incurred or anticipated to be incurred by the Commission
proposed to be paid with funds from the Zone Fund are described on the attached Exhibit A; and
WHEREAS, the proposed appropriations from the Zone Fund are not for the operating
expenses of the Commission; and
WHEREAS, such appropriations are subject to the provisions of Indiana Code § 6- 1.1 -18 -5;
and
WHEREAS, on September 15, 2016, the Commission adopted Resolution No. 3347 setting a
public hearing on said appropriations for 9:30 a.m. on October 13, 2016, and authorizing the
Secretary of the Commission to duly publish notice of said hearing; and
WHEREAS, the Secretary of the Commission has caused notice of said hearing on said
appropriations to be published in accordance with law; and
WHEREAS, such public hearing was held at the Commission's meeting at 9:30 a.m. on
October 13, 2016, at 1308 County -City Building, 227 West Jefferson Boulevard, South Bend,
Indiana 46601, at which all taxpayers and interested persons had an opportunity to appear and
express their views as to such additional appropriations; and
WHEREAS, the Commission now desires to approve said appropriations in a total amount of
Fifty Thousand and 00 /100 Dollars ($50,000.00);
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1. The Commission hereby finds that there are insufficient funds available or provided
for in the existing budget and tax levy which may be applied to such expenses and the expenditure of
such amount from the Zone Fund.
2. The funds from the Zone Fund in the amount of Fifty Thousand and 00 /100 Dollars
($50,000.00) are hereby appropriated fbr the purpose of paying the expenditures described at Exhibit A.
3. Such appropriations shall be in addition to all the appropriations provided for in the
existing budget and levy and shall continue in effect until the completion of the activities described
herein. Any surplus of such proceeds shall be credited to the proper fund as provided by law.
4. The President and/or the Secretary of the Commission are hereby authorized and
directed to certify a copy of this Resolution together with such other proceedings and actions as may
be necessary to the St. Joseph County Auditor for certification to the Indiana Department of Local
Government Finance for the purpose of obtaining its approval of the appropriations herein made.
ADOPTED at a regular meeting of the South Bend Redevelopment Commission held on
October 13, 2016, at 1308 County -City Building, 227 W. Jefferson Boulevard, SouthBend, Indiana
46601.
ATTEST:
Signature
Donald E. Inks, Secretary
Printed Name and Title
SOUTH BEND REDEVELOPMENT
COMMISSION
Signature
Marcia I. Jones, President
Printed Name and Title
EXHIBIT A
Appropriation of tax increment in the Airport Economic Development Area / the Urban Enterprise
Zone Overlap Area (the "Overlap Area ") for making payments to programs that are in or serve the
Overlap Area from funds remaining in the Zone Fund, as may be authorized by Indiana Code § 3 6-
7-14-39(g) and certain other expenditures incurred by the Commission in accordance with Indiana
Code § 36- 7- 14- 39(b)(2) in the Overlap Area in a total amount not to exceed Fifty Thousand and
00 /100 Dollars ($50,000.00).
RESOLUTION NO. 3358
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING AND TRANSFERRING MONIES FOR THE PURPOSE OF
FUNDING CERTAIN PROJECTS FOR THE FISCAL YEAR BEGINNING
JANUARY 1, 2017, AND ENDING DECEMBER 31, 2017
(2003 Airport Bond)
WHEREAS, the South Bend Redevelopment Commission (the "Commission ") has caused
to be issued several bonds funding the development of certain local public improvements located
within the various development areas in the City of South Bend; and
WHEREAS, to provide for the repayment of such bonds, the Commission has established
several Debt Service Funds and has deposited monies into those funds for the purpose of repaying
those bonds; and
WHEREAS, the Debt Service Funds earn interest income over the course of the year which
can be appropriated and transferred for the use of the Commission pursuant to IC 36- 7- 14 -39,
during calendar year 2013; and
WHEREAS, the Debt Service Funds also contain monies held in reserve to guarantee that
payments can be made on said bonds, which, at the end of the life of the bonds are no longer
required to be held in the Debt Service Fund and become available for the Commission's use in
accordance with IC 36- 7- 14 -39; and
WHEREAS, the Commission has determined it is necessary and desirable to appropriate
the interest income and other available monies of the various Debt Service Funds and to transfer
those monies to the appropriate fund as specified in Exhibit A for the use of the Commission in
accordance with the uses specified in IC 36- 7- 14 -39.
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1. For the expenditures of the River West TIF Revenue Fund 324, for the fiscal year
2017, the sums of money, as set forth in Exhibit A, attached hereto and made a part hereof, are
hereby appropriated and ordered transferred out of the Airport 2003 Debt Reserve Fund 315 and
into the River West TIF Revenue Fund 324, and for the purposes hereinafter specified, subject to
the laws governing the same. The sums hereby appropriated and transferred shall be deemed to
include all expenditures authorized to be made in said year, unless otherwise expressly stipulated
or provided by law.
2. For the fiscal year ending December 31, 2017, the above referenced appropriations
are made within the Airport Economic Development Area.
3. The above referenced funds herein appropriated are hereby ordered transferred to
the River West TIF Revenue Fund 324.
4. This resolution shall be in full force and effect from and after its adoption.
Adopted at the Regular Meeting of the South Bend Redevelopment Commission held
Thursday, October 13, 2016, at 9:30 a.m., 1308 County -City Building, 227 West Jefferson
Boulevard, South Bend, Indiana 46601
ATTEST:
Signature
Donald E. Inks, Secretary
Printed Name and Title
SOUTH BEND REDEVELOPMENT
COMMISSION
Signature
Marcia I. Jones, President
Printed Name and
EXHIBIT A
Appropriated and transferred from:
Airport 2003 Debt Reserve Fund 315 $14,000.00
Transferred to:
River West TIF Revenue Fund 324 $14,000.00
RESOLUTION NO. 3359
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING AND TRANSFERRING MONIES FOR THE PURPOSE OF
FUNDING CERTAIN PROJECTS FOR THE FISCAL YEAR BEGINNING
JANUARY 1, 2017, AND ENDING DECEMBER 31, 2017
(2003 Downtown Bond)
WHEREAS, the South Bend Redevelopment Commission (the "Commission ") has caused
to be issued several bonds funding the development of certain local public improvements located
within the various development areas in the City of South Bend; and
WHEREAS, to provide for the repayment of such bonds, the Commission has established
several Debt Service Funds and has deposited monies into those funds for the purpose of repaying
those bonds; and
WHEREAS, the Debt Service Funds earn interest income over the course of the year which
can be appropriated and transferred for the use of the Commission pursuant to IC 36- 7- 14 -39,
during calendar year 2013; and
WHEREAS, the Debt Service Funds also contain monies held in reserve to guarantee that
payments can be made on said bonds, which, at the end of the life of the bonds are no longer
required to be held in the Debt Service Fund and become available for the Commission's use in
accordance with IC 36- 7- 14 -39; and
WHEREAS, the Commission has determined it is necessary and desirable to appropriate
the interest income and other available monies of the various Debt Service Funds and to transfer
those monies to the appropriate fund as specified in Exhibit A for the use of the Commission in
accordance with the uses specified in IC 36- 7- 14 -39.
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1. For the expenditures of the River West General Account Fund 324, for the fiscal
year 2017, the sums of money, as set forth in Exhibit A, attached hereto and made a part hereof,
are hereby appropriated and ordered transferred out of the SBCDA 2003 Debt Reserve Fund 328
and into the River West Account Fund 324, and for the purposes hereinafter specified, subject to
the laws governing the same. The sums hereby appropriated and transferred shall be deemed to
include all expenditures authorized to be made in said year, unless otherwise expressly stipulated
or provided by law.
2. For the fiscal year ending December 31, 2017, the above referenced appropriations
are made within the South Bend Central Development Area.
3. The above referenced funds herein appropriated are hereby ordered transferred to
the River West General Account Fund 324.
4. This resolution shall be in full force and effect from and after its adoption.
Adopted at the Regular Meeting of the South Bend Redevelopment Commission held
Thursday, October 13, 2016, at 9:30 a.m., 1308 County -City Building, 227 West Jefferson
Boulevard, South Bend, Indiana 46601
ATTEST:
Signature
Donald E. Inks, Secretary
Printed Nanae and Title
SOUTH BEND REDEVELOPMENT
COMMISSION
Signature
Marcia I. Jones, President
Printed Nanae and Title
EXHIBIT A
Appropriated and transferred from:
SBCDA 2003 Debt Reserve Fund 328 $15,000.00
Transferred to:
River West Account Fund 324 $15,000.00
ITEM: 5A2
RESOLUTION NO. 3361
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROPRIATING MONIES FOR THE PURPOSE OF DEFRAYING
THE EXPENSES OF CERTAIN LOCAL PUBLIC IMPROVEMENTS
FOR BEFORE DECEMBER 31, 2016, INCLUDING ALL OUTSTANDING CLAIMS
AND OBLIGATIONS, FIXING A TIME WHEN THE SAME SHALL TAKE EFFECT
WHEREAS, the South Bend Redevelopment Commission is the lessee of certain local
public improvements which, during calendar year 2016, realize revenues and incur expenses in
connection with the operation and maintenance of the same; and
WHEREAS, the South Bend Redevelopment Commission has determined it is necessary
to appropriate the revenues of certain public improvements in order to defray the expenses of those
local public improvements.
WHEREAS, on September 15, 2016, the Commission appropriated One Hundred Sixty
Thousand Four Hundred Six and 00 /100 Dollars ($160,406) for calendar year 2016;and
WHEREAS, the Commission now desires to approve said additional appropriations in a
total amount estimated not to exceed Ten Thousand and 00 /100 Dollars ($10,000);
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1. For the expenses of the South Bend Central Development Area Building Operations
Budget Fund 425 (which currently includes Leighton Plaza Retail Space, Leighton Plaza
Courtyard and Wayne Street Garage Retail Space), for the fiscal year 2016, the sums of money, as
set forth in the budget which is made a part hereof, are hereby appropriated and ordered set apart
out of the funds hereinafter named, and for the purposes hereinafter specified, subject to the laws
governing the same. The sums here appropriated shall be deemed to include all expenditures
authorized to be made in said year, unless otherwise expressly stipulated or provided by law.
2. For the fiscal year ending December 31, 2016, the above referenced appropriations
are made within the South Bend Central Development Area Building Operations Budget Fund.
3. This resolution shall be in full force and effect from and after its adoption.
Adopted at the Regular Meeting of the South Bend Redevelopment Commission held
Thursday, October 13, 2016, at 9:30 a.m., 1308 County -City Building, 227 West Jefferson
Boulevard, South Bend, Indiana 46601
SOUTH BEND REDEVELOPMENT
COMMISSION
Signature
Marcia I. Jones, President
ATTEST: Printed Nante and Title
Signature
Donald E. Inks, Secretary
Printed Name and Title
Redevelopment Retail
Operations Budget
For Calendar Year 2016
Ending Cash at End of Period 218,882 208,882
Cash
Additional
Total
Beginning Cash at 1/1 Estimate
207,285
207,285
Revenue:
Leighton Retail Revenue
134,665
134,665
Wayne Street Retail Revenue
37,338
37,338
Total Revenue
172,003
172,003
Operating Expenses:
Leighton Retail Space
123,402
20,000
143,402
Leighton Plaza
30,300
(10,000)
20,300
Wayne Street Retail
6,704
0
6,704
Total Operating Expense
160,406
10,000
170,406
Net Operating Income
11,597
1( 0,000)
1,597
Ending Cash at End of Period 218,882 208,882
,I'D
Department of
Community
1865
ITEM: 5131
Investment
Redevelopment Commission Agenda Item
DATE: October 13, 2016
FROM: Brian Pawlowski, Interim Executive Director
SUBJECT: Real Estate Option Agreement (Heading for Home LLC)
This Real Estate Option Agreement (Agreement) is for the former Michiana Lock & Key
and Studebaker Museum properties, located in the 500 block of S. Lafayette & Main
streets. Both sites are vacant land.
The Agreement gives Heading for Home LLC an option to purchase these sites through
March 31, 2018. Two one year extensions may be granted, with a year one extension
payment of $5,000 and a year two extension of $10,000. If exercised, the option price
would be $1 and include a written explanation and, as applicable, a graphical depiction
for the planned use.
Staff requests approval of this Agreement.
INTERNAL USE ONLY: Project Code:
Total Amount new /change (inc /dec) in budget: ; broken down by:
Acct # various
Going to BPW for Contracting? Is this item ready to encumber now?
Existing PO# Inc /Dec $
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574- 235 -9021 1 SOUTHBENDIN.GOV
REAL ESTATE OPTION AGREEMENT
This Option Agreement (this "Option Agreement ") is made as of September 29, 2016
(the "Effective Date ") by and between the South Bend Redevelopment Commission, governing
body of the City of South Bend Department of Redevelopment (the "Commission "), and
Heading for Home LLC, a Delaware limited liability company with offices at 501 W. South St.,
South Bend, Indiana 46601 (the "Company ") (each a "Party" and collectively the "Parties ").
RECITALS
A. The Commission exists and operates pursuant to the Redevelopment of Cities and
Towns Act of 1953, as amended, being Ind. Code 36 -7 -14 (the "Act ").
B. In furtherance of its purposes under the Act, the Commission owns certain real
property located in South Bend, Indiana, and more particularly described and designated as
Parcels 1 through 7 in attached Exhibit A (collectively, the "Property ").
C. Pursuant to the Act, the Commission adopted Resolution Number 3286 on April
15, 2015, whereby the Commission established the minimum offering price of Thirty -One
Thousand Five Hundred Dollars ($31,500.00) for the portion of .the Property designated in
Exhibit A as Parcel 1.
D. Pursuant to the Act, on April 24, 2015, and May 1, 2015, the Commission
publicized its intent to sell Parcel 1 and invited bids for the purchase of Parcel 1 to be submitted
by May 14, 2015, at 9:00 a.m.
E. As of May 14, 2015, at 9:00 a.m., the Commission received no bids for Parcel 1,
and, therefore, the Commission, having satisfied the conditions stated in Section 22 of the Act,
now desires to grant to the Company an option to purchase Parcel 1 on the terms stated in this
Option Agreement.
F. Pursuant to the Act, the Commission adopted Resolution Number 3333 on March
24, 2016, whereby the Commission established the minimum offering price of Two Hundred
Eighty Thousand Dollars ($280,000.00) for the portion of the Property designated in Exhibit A
as Parcels 2 through 7, collectively.
G. Pursuant to the Act, on April 1, 2016, and April 8, 2016, the Commission
publicized its intent to sell Parcels 2 through 7 and invited bids for the purchase of Parcels 2
through 7 to be submitted by April 28, 2016, at 9:00 a.m.
H. As of April 28, 2016, at 9:00 a.m., the Commission received no bids for any of
Parcels 2 through 7, and, therefore, the Commission, having satisfied the conditions stated in
Section 22 of the Act, now desires to grant to the Company an option to purchase Parcels 2
through 7 on the terms stated in this Option Agreement.
1
I. Resolution Numbers 3286 and 3333 are collectively attached hereto as Exhibit B
and, taken together, establish the minimum offering price of Three Hundred Eleven Thousand
Five Hundred Dollars ($311,500.00) for the Property.
NOW, THEREFORE, in consideration of the sum of One Dollar ($1.00) and other
valuable consideration, the adequacy of which is hereby acknowledged, the Parties agree as
follows:
1. Exclusive Option to Purchase. The Commission hereby grants the Company an
exclusive option to purchase the Property, subject to the terms and conditions stated in this
Option Agreement (the "Option ").
2. Option Period. The Company must exercise the Option, if at all, on or after the
Effective Date of this Option Agreement and no later than March 31, 2018 (the "Option
Period "), provided, however, that the Option Period may be extended for no more than two (2)
additional terms of one (1) year each. If the Company desires to extend the Option Period
through and including March 31, 2019, the Company will deliver to the Commission by
February 1, 2018, (i) a payment in the amount of Five Thousand Dollars ($5,000.00) and (ii) a
written report concerning any development prospects or plans for the Property. If the Company
desires to extend the Option Period through and including March 31, 2020, the Company will
deliver to the Commission by February 1, 2019, (i) a payment in the amount of Ten Thousand
Dollars ($10,000.00) and (ii) a written report concerning any development prospects or plans for
the Property. Notwithstanding any provision herein to the contrary, this Option Agreement and
all rights hereunder will terminate immediately in the event of any conveyance, transfer, or
assignment that causes Andrew T. Berlin not to have a majority ownership interest in the minor
league baseball team currently known as the South Bend Cubs, which is a Class A Minor League
Franchise in the Midwest League of Professional Baseball Clubs, Inc., a member of the National
Association of Professional Baseball Leagues, Inc. (the "Team "). The preceding sentence shall
not apply to any conveyance, transfer, or assignment for bona fide estate planning purposes of
such majority ownership interest in the Team that does not cause Andrew T. Berlin to lose
management control of the Team.
3. Exercise of Option. The Company may exercise the Option by giving to the
Commission written notice (as provided in Section 12) of its intent to purchase the Property (the
"Notice of Intent "). The Notice of Intent will include a written explanation and, as applicable, a
graphical depiction of the Company's planned use of the Property after acquiring it from the
Commission.
4. Purchase Price. In the event the Company exercises the Option, the Commission
will sell the Property to the Company for the purchase price of One Dollar ($1.00) (the
"Purchase Price "), in accordance with the terms of the purchase agreement to be prepared as
described in Section 5 below.
5. Purchase Agreement and Closing. If the Company exercises the Option, the
Commission and the Company will promptly negotiate the terms of a purchase agreement for the
Property. The Commission and its counsel shall be responsible for preparing the initial draft of
2
the purchase agreement, which will be in a form customary for transactions of similar scope and
significance to the Parties and will include customary representations, warranties, indemnities,
covenants, conditions of closing, and other customary matters. The Company will pay all
closing costs, recording fees, and title company charges arising out of the closing.
6. Interim License; Indemnity. The Commission hereby grants to the Company a
license to use the Property for the limited purpose of vehicular parking for the Team's guests
during all events at Four Winds Field, including, but not limited to, the Team's home games (the
"License "). Unless earlier revoked by the Commission, the License will terminate immediately
upon the termination of this Option Agreement or the closing described in Section 5, as the case
may be. The Company will indemnify, defend, and hold harmless the Commission and the City
of South Bend from and against any claims, liabilities, or losses of any kind suffered by the
Commission or the City of South Bend arising out of the Company's use of the Property under
the License herein granted.
7. Recording of Memorandum. The Parties agree to execute and record in the Office
of the Recorder of St. Joseph County, Indiana, a memorandum of this Option Agreement in the
form attached hereto as Exhibit C (the "Memorandum "). The Company will pay all recording
fees associated with the Memorandum.
8. Governing Law. This Option Agreement will be governed by and construed in
accordance with the laws of the State of Indiana.
9. Benefit of the Parties. This Option Agreement is made solely for the benefit of
the Parties, and no one else shall acquire or have any right under (or by virtue of) this Option
Agreement, except as expressly provided herein.
10. Binding Effect and Assignment. This Option Agreement shall be binding upon
and inure to the benefit of the Parties and their respective successors and assigns. The Company
may not assign this Option Agreement to any other party without the Commission's prior written
consent, except that the Commission's prior written consent will not be required in the event of a
conveyance, transfer, or assignment permitted in accordance with the last sentence of Section 2
above.
11. Amendment. This Option Agreement may be amended only by a written
instrument signed by authorized representatives of both Parties.
12. Notices. All notices and other communications required or permitted under this
Option Agreement will be in writing and will be furnished by hand delivery or by registered or
certified mail to the Parties at the addresses set forth below. Any such notice shall be duly given
upon the date it is delivered to the addresses shown below, addressed as follows:
Commission: South Bend Redevelopment Commission
1400 S. County -City Building
227 W. Jefferson Blvd.
South Bend, IN 46601
3
Attn: Executive Director of Community Investment
With a copy to: South Bend Legal Department
1200 S. County -City Building
227 W. Jefferson Blvd.
South Bend, IN 46601
Attn: Corporation Counsel
Company: Heading for Home LLC
501 W. South St.
South Bend, IN 46601
Attn: Joe Hart
With a copy to: Faegre Baker Daniels LLP
202 S. Michigan St., Suite 1400
South Bend, IN 46601
Attn: Anne E. Fischesser, Esq.
13. Severability. If any term, provision, covenant, or restriction contained in this
Option Agreement that is intended to be binding and enforceable is held by a court of competent
jurisdiction to be invalid, void, or unenforceable, the remainder of the terms, provisions,
covenants, and restrictions contained in this Option Agreement will remain in full force and
effect and will in no way be affected, impaired, or invalidated.
14. Entire Agreement; Recitals; Exhibits. This Option Agreement contains the entire
agreement between the Parties with respect to the subject matter hereof and supersedes all prior
or contemporaneous written or oral agreements or understandings of any kind between the
Parties with respect to the subject matter hereof. The exhibits attached hereto and the recitals set
forth above are incorporated into this Option Agreement by reference.
15. Authority. The undersigned persons executing and delivering this Option
Agreement on behalf of each of the Parties represent and certify that they are the duly authorized
officers of such respective Party and have been fully empowered to execute and deliver this
Option Agreement on behalf of such Party and that all necessary action to execute and deliver
this Option Agreement has been taken by such Party.
16. Counterparts; Facsimile Signatures. This Option Agreement may be executed in
any number of counterparts, each of which shall be deemed an original but all of which together
shall constitute one and the same instrument. Any electronic version of a manually executed
original shall be deemed a manually executed original.
[Signature page follows.]
11
IN WITNESS WHEREOF, the Parties have executed this Real Estate Option Agreement
to be effective as of the Effective Date stated above.
SOUTH BEND REDEVELOPMENT
COMMISSION
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
4000.0000069 35206453.005
HEADING FOR HOME LLC
Andrew T. Berlin, Manager
Exhibit A
Description of Property
Parcel 1
Lot 4 of the plat of Coveleski Park Minor Subdivision recorded on February 11, 2015, as
Document No. 1503430 in the Office of the Recorder of St. Joseph County, Indiana. [Parcel Key
No. 018 - 3014 - 051503]
Parcel 2
Lots Numbered Fifty -five (55), Fifty -six (56) and Fifty -seven (57) as shown on the recorded Plat
of Samuel Martin's Addition to the Town, now City of South Bend, together with the West half
of the vacated alley lying East and adjacent and also the North half of the vacated alley lying
South and adjacent to said lots. [Parcel Key No. 018 - 3015- 056301]
Parcel 3
Lots Numbered Fifty -eight (58), Fifty -nine (59) and Sixty (60) as shown on the recorded Plat of
Samuel Martin's Addition to the Town, now City of South Bend, recorded in the Office of the
Recorder of St. Joseph County, Indiana, in Plat Book 3, Page 28, together with the West half of
the vacated alley lying East of and adjacent to said Lots and together with the South half of the
vacated alley lying North of and adjacent to said Lot Fifty -eight (58). [Parcel Key No. 018-
3015 -0563]
Parcel 4
Lots Numbered Forty -six (46), Forty -seven (47) and Forty -eight (48) as shown on the recorded
Plat of Samuel Martin's Addition to the Town, now City of South Bend, recorded in the Office
of the Recorder of St. Joseph County, Indiana, in Plat Book 3, page 28, together with the East
half of the vacated alley lying West of and adjacent to Lots Numbered Forty -six (46), Forty -
seven (47) and Forty -eight (48) and together with the South half of the vacated alley lying North
of and adjacent to said Lot Forty -six (46). [Parcel Key No. 018 - 3015 -0581]
Parcel 5
A lot or parcel of land 31 feet in width, taken off of and from the South side of Lot Numbered
Forty -five (45) as shown on the recorded Plat of Samuel Martin's Addition to the Town, now
City of South Bend, together with the East half of the vacated alley lying West and adjacent to
said lot and the North half of the vacated alley lying South and adjacent to said lot. [Parcel Key
No. 018- 3015 -05801
Parcel 6
Lot Numbered Forty -five (45) as shown on the recorded Plat of Samuel Martin's Addition to the
Town, now City of South Bend, excepting 3 feet in width North and South taken off of and from
the entire length of the North side, and also excepting 31 feet in width North and South taken off
of and from the entire length of the South side of said lot, together with the East half of the
vacated alley lying West and adjacent to said lot. [Parcel Key No. 018 - 3015 -0579]
A -1
Parcel 7
The South half of Lot Numbered Forty -four (44) and a parcel of land 3 feet in width, North and
South, taken off of and from the entire length of the North side of Lot Numbered 45, all as
shown on the recorded Plat of Samuel Martin's Addition to the Town, now City of South Bend,
together with the East half of the vacated alley lying West and adjacent to said lot. [Parcel Key
No. 018 - 3015 -0578]
WJ
Exhibit B
South Bend Redevelopment Commission Resolution Numbers 3286 and 3333
[See attached.]
RESOLUTION NO. 3286
RESOLUTION OF THE SOUTH BEND REDEVELOPMENT
COMMISSION APPROVING THE FAIR MARKET VALUE OF
PROPERTY IN THE RIVER WEST DEVELOPMENT AREA.
WHEREAS, the property identified at Exhibit "A" attached hereto and
incorporated herein has been appraised by two qualified, independent, professional real
estate appraisers and a written and signed copy of their appraisals is contained in the
Commission's files; and
WHEREAS, each such appraisal has been reviewed by a qualified
Redevelopment staff person and no corrections, revisions, or additions were requested
by such reviewer; and
WHEREAS, the reviewer has prepared a written report which indicates that the
appraisals are complete and consistent in the factual data contained therein, comply
with existing statutory and regulatory requirements and are acceptable for the
determination of fair market value.
NOW, THEREFORE, BE IT RESOLVED by the South Bend Redevelopment
Commission, governing body of the City of South Bend Department of Redevelopment,
that based upon such appraisals and the review thereof, the offering price of the
property described at Exhibit "A" is hereby established as stated therein and all
documentation related to such determination is contained in the Commission's files.
ADOPTED at a meeting of the South Bend Redevelopment Commission held on
April 15, 2015, at 1308 County -City Building, 227 West Jefferson Boulevard, South
Bend, Indiana 46601.
CITY OF SOUTH BEND
DEPARTMENT OF REDEVELOPMENT
`-� id A. Varner, Vice - President
ATnalcd T: /
�4
D E. Inks, Secretary,
EXHIBIT "A"
RESOLUTION NO. 3286
Property
Size
Minimum Offering
Price
proposed Use
Lot 4 of the Coveleski
Lot: I $31,500
Commercial projects
Park Minor Subdivision
that are permitted within
11,761 SF
the Central Business
District zoning
designation.
.27 Acres +/-
Strong emphasis will be
placed during the review
process on compatibility
with the goals and
objectives of the River
West Development
Area; Coveleski Park
Planning Area; and the
surrounding
neighborhood.
RESOLUTION NO. 3333
RESOLUTION OF THE SOUTH BEND REDEVELOPMENT
COMMISSION ESTABLISHING THE OFFERING PRICE OF
PROPERTY IN THE RIVER WEST DEVELOPMENT AREA
WHEREAS, the South Bend Redevelopment Commission (the "Commission "),
the governing body of the City of South Bend, Department of Redevelopment, exists
and operates pursuant to I.C. 36 -7 -14 (the "Act "); and
WHEREAS, the Commission may dispose of real property in accordance with
Section 22 of the Act; and
WHEREAS, the real property identified at Exhibit A attached hereto and
incorporated herein has been appraised by two qualified, independent, professional real
estate appraisers and a written and signed copy of their appraisals is contained in the
Commission's files; and
WHEREAS, each such appraisal has been reviewed by a qualified
Redevelopment staff person, and no corrections, revisions, or additions were requested
by such reviewer.
NOW, THEREFORE, BE IT RESOLVED by the Commission, pursuant to Section
22 of the Act, that based upon such appraisals, the offering price of the property
described at Exhibit A is hereby established as stated therein, which amount is not less
than the average of the two appraisals, and all documentation related to such
determination is contained in the Commission's files.
ADOPTED at a meeting of the South Bend Redevelopment Commission held on
March 24, 2016, at 1308 County -City Building, 227 West Jefferson Boulevard, South
Bend, Indiana 46601.
SOUTH BEND REDEVELOPMENT
COMMISSION
Marcia I. Jones, sident
AT ST:
D nald El . Inks, Secretary
EXHIBIT A
TO RESOLUTION NO. 3333
Property
Size
Minimum Offering
Price
proposed Use
500 Block S. Lafayette &
East Tract
East Tract
Commercial projects that
Main
1.23 acres
$127,50 0
are permitted within the
Central Business District
West Tract
West Tract
zoning designation.
1.62 acres
$130,00 0
Strong emphasis will be
placed during the review
Total
Total
process on compatibility
2.85 acres
$280,00 0
with the goals and
objectives of the River
West Development Area;
the planning efforts of the
Central Business District
and Coveleski Stadium
area; and the surrounding
neighborhood.
Exhibit C
Memorandum of Option Agreement
MEMORANDUM OF REAL ESTATE OPTION AGREEMENT
This Memorandum of Real Estate Option Agreement (this "Memorandum ") is entered
into as of September 29, 2016 (the "Effective Date "), by and between the South Bend
Redevelopment Commission, governing body of the City of South Bend Department of
Redevelopment (the "Commission "), and Heading for Home LLC, a Delaware limited liability
company with offices at 501 W. South St., South Bend, Indiana 46601 (the "Company ") (each a
"Party" and collectively the "Parties ").
WITNES SETH
A. The Commission owns certain real property located in South Bend, Indiana, and
more particularly described in attached Exhibit 1, (the "Property ").
B. As of the Effective Date hereof, the Commission and the Company have entered
into a Real Estate Option Agreement (the "Option Agreement ") whereby the Commission
granted the Company an exclusive option (the "Option ") to purchase the Property upon terms
and conditions more particularly stated in the Option Agreement.
C. The Parties desire to place their interests in the Property as a matter of record.
NOW, THEREFORE, the Parties state as follows:
1. The initial term of the Option will commence on the Effective Date and conclude
on March 31, 2018, unless earlier terminated pursuant to the terms of the Option Agreement.
The initial term of the Option may be extended by the Company for no more than two (2)
additional terms of one (1) year each.
2. This Memorandum may be executed in any number of counterparts, each such
counterpart, when so executed and delivered, shall be an original, but all such counterparts when
taken together shall constitute but one and the same Memorandum.
3. The recitals set forth above are hereby incorporated herein by reference.
[Signature pages follow.]
1
IN WITNESS WHEREOF, the Parties have executed this Memorandum of Real Estate
Option Agreement to be effective as of the Effective Date stated above.
SOUTH BEND
REDEVELOPMENT COMMISSION
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
STATE OF INDIANA )
) SS:
ST. JOSEPH COUNTY )
Before me, the undersigned, a Notary Public, in and for said County and State, personally
appeared Marcia I. Jones and Donald E. Inks, known to me to be the President and Secretary,
respectively, of the South Bend Redevelopment Commission and acknowledged the execution of
the foregoing Memorandum of Real Estate Option Agreement.
IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed my official
seal on the day of , 2016.
My Commission Expires:
Notary Public
Residing in St. Joseph County, Indiana
2
HEADING FOR HOME LLC
Andrew T. Berlin, Manager
STATE OF INDIANA )
) SS:
ST. JOSEPH COUNTY )
Before me, the undersigned, a Notary Public, in and for said County and State, personally
appeared Andrew T. Berlin, known to me to be the Manager of Heading for Home LLC and
acknowledged the execution of the foregoing Memorandum of Real Estate Option Agreement.
IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed my official
seal on the day of 12016.
My Commission Expires:
Notary Public
Residing in St. Joseph County, Indiana
I affirm, under the penalties for perjury, that I have taken reasonable care to redact each Social Security number in this document, unless required
by law. Benjamin J. Dougherty.
This instrument was prepared by Benjamin J. Dougherty, Assistant City Attorney, 1200 S. County -City Building, 227 W. Jefferson Blvd., South
Bend, Indiana 46601.
Exhibit 1
Description of Property
Parcel 1
Lot 4 of the plat of Coveleski Park Minor Subdivision recorded on February 11, 2015, as
Document No. 1503430 in the Office of the Recorder of St. Joseph County, Indiana. [Parcel Key
No. 018 - 3014 - 051503]
Parcel 2
Lots Numbered Fifty -five (55), Fifty -six (56) and Fifty -seven (57) as shown on the recorded Plat
of Samuel Martin's Addition to the Town, now City of South Bend, together with the West half
of the vacated alley lying East and adjacent and also the North half of the vacated alley lying
South and adjacent to said lots. [Parcel Key No. 018 - 3015- 056301]
Parcel 3
Lots Numbered Fifty -eight (58), Fifty -nine (59) and Sixty (60) as shown on the recorded Plat of
Samuel Martin's Addition to the Town, now City of South Bend, recorded in the Office of the
Recorder of St. Joseph County, Indiana, in Plat Book 3, Page 28, together with the West half of
the vacated alley lying East of and adjacent to said Lots and together with the South half of the
vacated alley lying North of and adjacent to said Lot Fifty -eight (58). [Parcel Key No. 018-
3015 -0563]
Parcel 4
Lots Numbered Forty -six (46), Forty -seven (47) and Forty -eight (48) as shown on the recorded
Plat of Samuel Martin's Addition to the Town, now City of South Bend, recorded in the Office
of the Recorder of St. Joseph County, Indiana, in Plat Book 3, page 28, together with the East
half of the vacated alley lying West of and adjacent to Lots Numbered Forty -six (46), Forty -
seven (47) and Forty -eight (48) and together with the South half of the vacated alley lying North
of and adjacent to said Lot Forty -six (46). [Parcel Key No. 018 - 3015 -0581]
Parcel 5
A lot or parcel of land 31 feet in width, taken off of and from the South side of Lot Numbered
Forty -five (45) as shown on the recorded Plat of Samuel Martin's Addition to the Town, now
City of South Bend, together with the East half of the vacated alley lying West and adjacent to
said lot and the North half of the vacated alley lying South and adjacent to said lot. [Parcel Key
No. 018 - 3015 -0580]
Parcel 6
Lot Numbered Forty -five (45) as shown on the recorded Plat of Samuel Martin's Addition to the
Town, now City of South Bend, excepting 3 feet in width North and South taken off of and from
the entire length of the North side, and also excepting 31 feet in width North and South taken off
of and from the entire length of the South side of said lot, together with the East half of the
vacated alley lying West and adjacent to said lot. [Parcel Key No. 018- 3015 -0579]
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Parcel 7
The South half of Lot Numbered Forty -four (44) and a parcel of land 3 feet in width, North and
South, taken off of and from the entire length of the North side of Lot Numbered 45, all as
shown on the recorded Plat of Samuel Martin's Addition to the Town, now City of South Bend,
together with the East half of the vacated alley lying West and adjacent to said lot. [Parcel Key
No. 018- 3015 -0578]
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