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HomeMy WebLinkAbout02-08-10 Council Agenda & PacketSOUTH BEND COMMON COUNCIL MONDAY, FEBRUARY 8, 2010 7:00 P.M. 1. INVOCATION 2. PLEDGE TO THE FLAG 3. ROLL CALL 4. REPORT FROM THE SUB - COMMITTEE ON MINUTES 5. SPECIAL BUSINESS 6. REPORTS OF CITY OFFICES I. RESOLVE INTO THE COMMITTEE OF THE WHOLE TIME: BILL NO. 06 -10 PUBLIC HEARING ON A BILL OF THE COMMON COUNCIL OF THE CITY OF' SOUTH BEND, INDIANA, APPROPRIATING $142,000 RECEIVED FROM THE U.S. DEPARTMENT OF JUSTICE FOR THE WEED & SEED PROGRAM 8. BILLS, THIRD READING TIME: BILL NO. 06 -10 THIRD READING ON A BILL, OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, APPROPRIATING $142,000 RECEIVED FROM THE U.S. DEPARTMENT OF JUSTICE FOR THE WEED & SEED PROGRAM 9, RESOLUTIONS BILL NO. 10--04 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, TNDTANA, APPROVING A PETITION OF THE AREA BOARD OF ZONING APPEALS FOR THE PROPERTY LOCATED AT 3371 CLEVELAND ROAD, SOUTH BEND, TNDIANA 10 -05 A RESOLOTTON CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 850 S. MARIETTA ,STREET, SUITE 300 TO BE AN ECONOMTC REVITALIZATION AREA FOR PURPOSES OF A FIVE (5) YEAR PERSONAL PROPERTY TAX ABATEMENT FOR ENDEAVOR MACHINED PRODUCTS, INC. 10 -06 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHTN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 7055 CLEVELAND ROAD AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE (5) YEAR PERSONAL PROPERTY TAX ABATEMENT FOR PATTERSON LOGISTICS SERVICES INC. 10 -07 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 7055 CLEVELAND RD. AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF UP TO AN EIGHT (8) YEAR REAL PROPERTY TAX ABATEMENT FOR PATTERSON LOGISTICS SERVICES, INC. 10. BILLS, FIRST READING BILL NO. 07 -10 FIRST READING ON A BILL TO VACATE THE FOLLOWING DESCRIBED PROPERTY: A PORTION OF AN ALLEY KNOWN AS ALLEN'S ALLEY TO BE VACATED IS DESCRIBED AS FOLLOWS. THE FIRST EAST /WEST ALLEY NORTH OF WASHINGTON STREET, RUNNING WEST FROM MICHIGAN STREET TO THE FIRST NORTH /SOUTH ALLEY KNOWN AS WOODWARD COURT FOR A DISTANCE OF 165 FEET, MORE OR LESS, AND A WIDTH OF 5 FEET. SAID 5 FOOT PIECE BEING TAKEN OFF OF THE SOUTH SIDE OF SAID ALLEY 08 -10 FIRST READING ON A BILL OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, APPROPRIATING $27,934.00 FROM THE MORRIS PERFORMING ARTS CENTER IMPROVEMENT FUND FOR THE NECESSARY PLASTER CEILING REPAIRS, CEILING DECOR PAINTING REPAIRS, REACHMASTER LIFT RENTAL AND WELDING REPAIRS, FUND NUMBER 416 0910 FIRST READING ON A BILL OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, APPROPRIATING THE SUM OF $40,000 FROM CENTRAL SERVICES FUND 222 TO INSTALL EMISSION CONTROL DEVICES ON CITY DIESEL TRUCKS 10 -1.0 FIRST READING ON A BILL OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, APPROPRIATING $125,000,00 FROM THE NONREVERTING LOSS RECOVERY FUND ( #227) IN 2010 FOR VARIOUS EXPENDITURES 11. UNFINISHED BUSINESS 12. NEW BUSINESS 13. PRIVILEGE OF THE FLOOR 14. ADJOURNMENT TIME: 1200 Coin i r -GTY 1317LDI.NG 227W.ju- PERSON! BUt111Vk D SourH BeNn, LNTAINA 46601 -1830 'YOI r 5741 235.9371 PAX 5741.237 -9021 TDD 5741235 -5567 CITY OF ScuTH BEND STEPHEN J. Lu_- -CKP;, MAYOR COMMUNITY& EcONOmic DEVELOPMENT January 18, 2010 Derek D. Deiter, President South Bend Conn rlon Council 400 County -City Building South Bend, Indiana 46601 JFFPP,EY V GIENEY EXECUTIvF,, DIRECTOR Dear President Deiter and Council Members: The attached ordinance will appropriate the second year of funding for Weed & Seed site #2 Northwest, from the Department of Justice (DOJ). The grant award of $ 142,000 is for the period of October 1, 2009 through September 30, 2010. These funds are being used for programming related to the Weed &Seed required areas of Law Enforcement, Community Policing and, Prevention, intervention and Treatment activities. Included in this year's funding are police patrols, the time of a targeted prosecuting attorney, graffiti paint over supplies, Bridges Out of Poverty classes, a billboard art contest for youth, and items related to an after school program. These activities are continuing the multi -year effort for Site #2. 1 will present this ordinance at your meeting on February S, 2010. Please contact me with any questions prior to then. Thank you. Sincer y, Pamela C./ Meyer DlrectoT f Community Development cc: C. Nesbitt F. Maradik J. Gibney J. March J. Murphy lni SIP!— c4i. COh2NIUNITY DEVEI.OPMFNT ECONONlic DEVEi.oiNIENT - FINANCLAI. &I PROGRAM tiLAetIAC EVfENT / L�AA7LIA G. `iEY�iY DONALD E. INKS 5791235-9660 5141335-9371 EI.IZAHETH LEONAkD J , FAx: 5741235 -9697 5741235 -9371 ORDINANCE N®. AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, APPROPRIATING $142,000 RECEIVED FROM THE U.S DEPARTMENT OF JUSTICE FOR THE 1 .. SEED PROGRAM In order to deliver services to individuals within our community, the City of South Bend received funds from the U.S. Department of Justice to insure the delivery of programs, projects, and services. The funds appropriated in this ordinance will aid in the defraying costs of programming within the designated Weed & Seed Site #2 - Northwest. NOW, THEREFORE, BE IT ORDAINED BY THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, AS FOLLOWS: SECTION I. The sum of $142,000 is hereby appropriated within Fund 212 for use under the guidelines of the U.S. Department of Justice Weed & Seed Program. SECTION II. This ordinance shall be in full force and effect from and after its passage by the Common Council and approval by the Mayor. Member of the Common Council Attest: City Clerk Presented by me to the Mayor of the City of South Bend, Indiana on the day of , 2 , at o'clock �. M. Da,_L a, �- City Clerk bt Approved and signed by me on the Jay Z , J 2do2 .m. !a MAD G BLC HEARN6 :G ez� S NOT ARPROVED REFERRED BG) Mayor, City o South Bend, +aa& IkOdh1)n / ' q LJ ) 2 \ / ����E 0 7 RE SOLUTION NO. ADOPTION OF WECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, ! 4 COMMONLY KNOWN r. 1 WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as Economic Revitalization Areas for the purpose of tax abatement consideration; and WHEREAS, a Declaratory Resolution designated the area commonly known as 850 S. Marietta Street, Suite 300, South Bend, Indiana, and which is more particularly described as follows: Lot lettered "Q" as shown on the recorded plat of Monroe Sample Replat, recorded January 31, 1990, as document number 9002533 in the Office of the Recorder of St. Joseph County, Indiana and which has Tax Key Number 71 -08 -12 --454- 003.000 -026 presently, as an Economic Revitalization Area; and WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing before the Council has been published pursuant to hhdiana Code 6- 1.1- 12.1 -2.5; and WHEREAS, the Council held a public hearing; for the purposes of hearing all remonstrances and objections froin interested persons; and ` '-- 1EREAS, =t1he Council has dcten i,ned that the qualif cations ;r an economic revitalization area have been inct. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION 1. The Comn-ion Council hereby confirms its Declaratory Resolution designating the area described herein as an Economic Devitalization Area for the purposes of tax abatement. Such designation is for Personal property tax abatement only and is limited to two (2) calendar years ftoin the date of adoption of the Declaratory Resolution by the Common Council. SECTI ®N II. The Common Council hereby determines that the property owner is qualified for and is granted Personal Property tax deduction for a period of five (5) years, and further determines that the petition complies with Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana Code 6- 1.1 -12 et sere . SECTION III. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. .,.. 21 ~ l Member of the Common 6 ouncil IR-tl o"! e .e F rwsry ° n° r L? + o r RESOLUTION ION NO, ffh L ��' I M C 1 �m.,Aam .E :�., WHEREAS, a petition for personal property tax abatement consideration has been filed with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana, requesting that the area commonly known. as 7055 Cleveland Road, South Bend, Indiana, and which is more particularly described as: Lot numbered Two (2) as shown on the recorded plat of Kidder's Olive Road Minor Subdivision, recorded April 17, 1998 as Document Number 9818752 in the Office of the Recorder of St. Joseph County, Indiana. and which has Key Number 71 -03 -19 -300- 003 - 000 -009 or 025.1011- 018601, be designated as an Economic Revitalization Area under the provisions of Indiana Code 6- L1 -12.1 et sue., and South Bend Municipal Code Sections 2 -76 et sM., and; WHEREAS, the Department of Community and Economic Development has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that the area qualifies as an Economic Revitalization Area under Indiana Code 6 -1.1-12.1, et seq., and South Bend Municipal Code Sections 2 -76, et seed., and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law, and WHEREAS, the Community and Economic Development Committee of the Common Council has reviewed said report and reconrinended to the Conunon Council that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RE, SOLVED by the Common Council of the City of South Bernd, Indiana, as follows: SECTION 1. The Common Council hereby determines and finds pursuant to Indiana Code 6 -1.1. 12.1 -4.5 et seq., that: a. the estivate of the cost of the new manufacturing equipment is reasonable for equipment of that type; b. That the estimate of the number of individuals that will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed installation of new manufacturing equipment; C. That the estimate of the annual salaries of those individuals that will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed installation of new manufacturing equipment; d. any other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed new manufacturing equipment; and e. the totality of benefits is sufficient to justify the deduction requested. SECTION 11. The Common Council hereby determines and finds that the proposed new manufacturing equipment can be reasonably expected to yield the benefits identified in the Statement of Benefits as set forth in Sections 1 through 3 of the Petition for Personal Property Tax Abatement Consideration and that Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, are sufficient to justify the deduction granted under Indiana Code 6- 1.1- 12.1 -4.5. SECTION III. The Cone -non Council hereby accepts the report and recommendation of the Department of Community and ECOrnonnic Development, and the Community and Economic Development Committee's favorable recommendation, that the area herein described be designated as an Economic Revitalization Area for purposes of personal property tax abatement and hereby makes such a designation. SECTION IV. The Common Council determines that such designation is for personal property tax abatement only and shall be limited to two (2) calendar years Crain the date of the adoption of this Resolution by the Common Council. SECTION V. The Cornnnon Council. hereby determines that the property owner is qualified for and is granted property tax deduction for a period of five (5) years; provided however, the Petitioner may not receive an economic revitalization area deduction if it receives an enterprise zone investment deduction under I.C. 6- 1.1-45 for the same property. SECTION VI. The Common Council directs the City Cleric to cause notice of the adoption of this Declaratory Resolution for Personal Property Tax Abatement to be published pursuant to Indiana Code 5 -3 -1, said publication providing notice of the public hearing before the Common Council on the proposed confirming of said declaration. SECTION VIl. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approval by the Mayor. gISENIkD 2 - p __ ( � 7'^�' �DG P f FD Member of the Common Couneil Filed lerk'S OfflCO F - 2 2010 CJ`iY CLERK, S; 0 . P,E N Ez� January 27, 2010 Council Member Timothy Rouse, Chairperson Community & Economic Development Committee South Bend Common Council 4th Floor, County City Building South Bend, IN 46601 RE: Personal Property Tax Abatement Petition for: PATTERSON LOGISTICS SERVICES, INC. Dear Council Member Rouse: Please find attached the Department of Community & Economic Development's report on a commercial real property tax abatement petition for the above - referenced Petitioner for the purchase, remodeling and equipping of a warehouse /distribution center located at 7055 Cleveland Road. Also attached is a copy of the petition, Statement of Benefits form, and supporting information, The report contains the Department's findings relative to the above petition. The Petitioner, Patterson Logistics Services, Inc., proposes to remodel a 208,000 square foot building to add office space and equip it as a distribution center for the products it sells. The total cost for the equipment is estimated at up $9,000,000. The project meets the qualifications for a (5) live -year personal property tax abatement and a representative from Patterson Logistics will be available to meet with the Committee on Monday, February 8, 2010. Should you or any of the other Council members have any questions concerning the report, or need additional information, please feel free to call me at 235 -5835. Sincerely, Bob Mathia Assistant Director_ Economic Development Attachments cc: South Bend Common Council Members Mayor Stephen Luecke Jeff Gibney Don Inks TO: SOUTH BEND COMMON COUNCIL FROM: BOB MATHIA SUBJECT: PERSONAL PROPERTY TAX ABATEMENT PETITION FOR: PATTERSON LOGISTICS SERVICES, INC. DATE: January 27, 2010 On January 27, 2010, a petition for real property tax abatement consideration for property located at 7055 Cleveland Road was filed with the City Cleric by Patterson Logistics Services, Incorporated. Pursuant to Chapter 2, Article 6, Section 2 -84.2 of the Municipal Code of the City of South Bend, this petition was referred to the Department of Community and Economic Development for purposes of investigation and preparation of a report determining whether the area qualifies as an Economic Revitalization Area pursuant to I.C6 -1.1 -12.1 and whether all zoning requirements have been met. The Department of Community and Economic Development has reviewed the petition, investigated the area, and makes the following report. Patterson Logistics Services, Inc. operates distribution facilities for the company's medical, dental and veterinary divisions, The Petitioner is proposing to: (a) purchase an existing 208,000 square foot warehouse /distribution center that is only partially occupied; (b) construct physical improvements including mechanical and electrical upgrades plus 10,000 square feet of new office and supporting spaces necessary to support planned operations: (c) install logistical equipment to set up the building as a distribution center. The logistical equipment to be purchased includes racking, conveying equipment, server equipment, cabling and security equipment. The cost of the equipment is anticipated to be up to $9,000,000. A real property tax abatement application is being submitted as part of the total project for improvements to be RE: Tax Abatement for Patterson Logistics Services, Inc. January 27, 2010 Page 2 made to an existing building the Petitioner intends to purchase. The project's total cost is estimated at up to $19,500,000 which includes purchase of the existing building. That building has an existing seven - year real property tax abatement which the Petitioner intends to assume. Total taxes to be abated during the (5) five -year abatement period for the equipment are estimated at $391,446. Total additional taxes to be paid as a result of the project during the five -year abatement period are estimated at $356,189 for the equipment. EMPLOYMENT IMPACT Per the petition, it is estimated that the project will create fifty (50) new, permanent full -time positions with an annual payroll $1,040,000. The project will also maintain sixty (60) existing permanent full -time positions, including 20 existing permanent full -time minority employees, with a total annual payroll of $1,620,000, ABATEMENT QUALIFICATION A review of the tax abatements previously granted finds that the Petitioner, Patterson Logistics Services, Inc., has not been granted or associated with any previous tax abatements. However, at this time they are also petitioning for a real property tax abatement. 2. The Building Commissioner has reviewed the petition and finds the property to be properly zoned for the proposed project. A review of the South Bend Redevelopment designation areas finds that the property is located in the Airport Economic Area, which is a Tax Increimntal Allocation Area; therefore, the petition for personal property tax deduction mast first be approved by the South Bend Redevelopment Commission. 4. A review of the Tax Abatement Ordinance No. 9394 -03 finds that the petitioner meets the qualifications for a (5) five -year personal property tax abatement under section 2 -84.2, Tangible Personal Property Tax Abatement. o e '-"0000 r pEi o o a 't mm N O I 4 O m c*~7 C0 co co O A N co 0 0 Cl) V vN co N co CU OD T ri r pEi o o 0 00 o a -,t O C7 o N O C0 0 N O A } N 0 0 0 N d' N O CU OD N O O O M N b O d© O h- CL O O c N o @ (� X {�} c W ado V O 4 O 0 0 0 0 0 0 o w o C] V' 47 � U U o O > CO N Q C7 Q M tf) o c N 'lt C m rnrn00 co P } Q N 4 Q CrNJ V N r T ri r pEi o o d 0 0 o a �N.. Q O C? 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(.d x N OD b O d© O h- CL c m co n co 1 o @ (� X Nc? c W r ; Div C] d to x H v b O d© O O U X @ (� X c W � U c ELI o c C m P } Q N 4 Q CrNJ n N z N a > > a © O If7 N -u Z Q O ° C o LQ O � N o O c N Y � � O m x 7 N N � O U �UI.0 N R 7 U CL O 7 .� SO c Q � U O to CD to N o D N N Q C O O N w « f6 � C1 7 fil O 7 U > U U a s m m v N O v y @ x N m US m c) O N N E< O C ro ~ U U N O X �v N W` ct¢� -0z E �UZ opCU�U co m N N N O` N L 6d? U m-i Q 0 ..J U x H v b O d© O O U X @ (� X c W c c � o c C } Q N 4 Q CrNJ N> M cs > > a C? a C O � N c � O m N � O U N R U CL O 7 .� d T c Q � U CD o D N N Q O T 7 fil U STATEMENT OF BENEFITS PERSONA/_ PROPERTY as State Form 51764 (R 11-06) Pl2[ilAGY AfCi1°lCE —� ' Prescribed by the Department of Local Government Finance The cost and any spaces indhddual's salary v farrnation is conflidential; the balance ofths filing public recd IC 6.1.1- 12.1,5.1 (c and d . iN3TRUC7IaN5: 1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an 1 conomic Revitalization Area. Otherwise this statement must be subroiffed to the designating body BEFARE a person installs the new manufacturing equipment andlor research and development equipment, andlor logistical distribution equipment andlor information technology equipment For which the person wishes to claim a deduction, `projects' planned or committed to after July 1, 1987, and areas designated after July 7, 1987, require a STATEMENT OF BENEFITS. (IC 6-1.7 -12.1) 2. Approval of the designating body (City Council, Tbwn Board, County Council, etc.) must be obtained prior to installation of the new manufacturing equipment and/or research and development equipment andlor logistical distribution equipment and/or information technology equipment, BEFORE a deduction may be approved 3, To obtain a deduction, a person must file s ceftitied deduction schedule with the parsons personal property return on a certMed deduction schedule (Form 103 -ERA) with the township assessor of the township where the property is situated. The 103 -ERA must be filed between March i and May 15 of the assessment year in which new manufacturing equipment and/or research and development equipment andlor logistical distribution equipment and /or information technology equipment is Installed and fully functional, unless a filing extension has been cbtalr? r . A person who obtains a thing extension must file the form between March 7 and the extended due date of that year. 4. Property owners whose Statement of Benefits was approved after June 30, 1991, must submit Form CF-1 / PP annually to show compliance with the Statement of Benefits. 5. The schedules established under IC 6- 1.142,14.5(d) and (e) apply to equipment installed after March 1, 2001. For equipment installed prior to March 2, 2001, the schedules and statutes in effect at the Gma shad continue to apply. (IC 6.7.1 -92. t- 4.5(fJ and (g)) Name ofPaY� Patterson Logiistes Services, Inc. Address oftDpayer (number and scree; city, state, and ZIPcWe) 1081 Mendota Heights Road, St.Paul, MN 55120 ham* of comet person Telephone number Sean Muniz (651) 686 -1802 ��SECTION 2 • • ■ ■ • • ••••• • •y• Name of destgnatin9 body Resolution number ts} city of South Bend Locstmn of prorty County DLGF tapng dLstrlct number 7055 Cleveland Road St. ,Joseph Description of manufacturing equipment and/or research and development equipment ESTIMATED and/or logistical distribution equipment andlor information technology equipment (use addiflonal sheets Ifnecessary) START DATE COMPLETION DATE Racking and conveyor equipment, server equipment, Manufacturing Equipment cabling, and security equipment. R & la Equipment Logist Dist Equipment 07/0112010 10/0112010 IT Equtpm 07/01/2010 10/01/2010 • lug • •••• PROJECT Current number Salaries $27, 040 avg. ttumb•rrafaioed 50 Sarert- $27,040 avg. Numb•radditiona150 S rl- 60 d= $20,800 avg per person per person gar person • NOTE: Pursuant to IC 6-41- 121-5.1 (d) (2) the �E OF PM 1FUNG R & D EQUIPMENT EQ UEPN DI T ST rr EQUIPMENT COST of the property is confidential. COST I ASSESSED COST A$$ES5EU COST AS$ES$M COST ASSESSM VALUE VALUE VALUE VNWE Current values Plus estimated values of proposed project $8.6 mrllinr, ss.s rd1lio, $400.000 $400,000 Less values of any property being replaced Net esimated vatue8 upon'compledon of proj2ct $8.6 minion $5.6 4 11ion $400,000 $400, 064 • ■ • •t Estimated solid waste converted (pounds) NIA 1=stirnated hazard,,, waste c aTded (pounds) Wk Other banefits: • MOWN 111, I hereby certify that the representations in this statement are true. Sbpnature of T Dale ned ( , day. yead iahio We have reviewed our prior actions relating to the designation of this economic revitalization area and find that the applicant meets the general standards adopted in the resolution previously approved by this body. Said resolution, passed under IC 6 -1.1- 12.1 -2.5, provides for the following limitations as authorized under IC 6-1.1. 12.1 -2. A . The designated area has been limited to a period of time nort to exceed calendar years ` (sea beiow). The date this designation expires B . The type of deduction that is allowed in the designated area is limUed to: []Yes ON o 1. Installation of new manufacturing equipment; 2. Installation of new research and development equipment; C Ye s ®N o 3. Installation of new logistical distribution equipment. ❑ Yes ❑ N o 4. Installation of new information technology equipment; ❑Yes N o C. The amount of deduction applicable to new manufacturing equipment is.limited to $ cost with an assessed value of D. The amount of deduction applicable to new research and development equipment is limited to $ cost with an assessed value of $ E. The amount of deduction applicable to new logistical distribution equipment is limited to $ cost with an assessed value of F. The amount of deduction applicable to new information technology equipment Is limited to $ cost with an assessed value of G. Other limitations or conditions (Spec/fy) K The deduction for new manufacturing equipment and/or new research and development equipment and/or new logistical distribution equipment and/or new Information technology equipment Installed and first claimed eligible for deduction on or after Juiy 1, 2000, is allowed for ®1 year 06 years " For ERA's established prior to July 1, 2000, gpLy a ®2 years ®i years 5 or 10 year schedule may be deducted. 03 years ®a years [--14 years ❑ 9 years ® 5 years ®10 years— Also we have reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. iproved: (5gzaVe and a —n Telephone number flats signed (month, day, year) I Attested by. � e ��% I Deslgnsted body 1 If the designating body lfmft the time period during which an area is an economic revitalization area, it does not limit the length of time a taxpayer is ended to receive a deduction to a number ofyears designated under IC 6-1.1 - 92.1 -4.5 CITY OF SOUTH BEND PETITION FOR The undersigned owner(s) of new manufacturing equipment, personal property, located within the City of South Send, hereby petitions the Common Council of the City of South Send for personal property (new manufacturing equipment) tax abatement consideration and pursuant to I.C. - 1,1®12.1, et seo.. and South Send Municipal Code Section 2 4. 2, et_seg., for this petition states the following: Describe the proposed project, including information about the new manufacturing equipment personal property (Aequipment@) to be installed, the amount of land to be used, if any, the proposed use of the equipment, and a general statement as to the value of the project to your business. 208,000 SF [Distribution Center for Medical, mental, and Veterinary supplies and products. Racking and conveying equipment to be installed, along with server equipment, cabling, and security equipment. Installation in existing building with total land size of 11.67 acres. The distribution operations are critical to Patterson's business. 1 The project will create 50 new, permanent jobs within the first year, representing a new annual payroll of $1.04 million and will maintain 60 existing permanent full -time and 0 existing part -time jobs representing an annual payroll of $1.62 million. The projected annual salaries for each new position created are estimated to be as follows: X20.880.00. 3. Estimate the total cost of the Equipment : $8,000.000 - 9 000 000 The Equipment is owned or to be owned by the following individuals or corporations (if the business organization is publicly= held, indicate also the name of the corporate parent, if any, and the name under which the corporation has filed with the Securities and Exchange Commission): INTEREST (b) The following other persons lease, intend to lease, or have an option to buy this Equipment (include corporate information as required In (4)(a) above, if applicable): 5. Give a brief description of the overall mature of the business and of the operations occurring at the location for which tax abatement is requested: 208,000 S.F. Distribution Center used to distribute medical, dental, and veterinary products. •. Road, - o it IN 46628 (Revised 812102) llWIN =1111 irk Attach the legal description of the property where the equipment is to be located, marked AExhibit A,@ and is hereby incorporated herein. 90 Attach a map and/or plat describing the property where the equipment is to be located, marked AExhibit B,@ and is hereby incorporated herein. 10. Attach photographs of " property, - 30 days of filing of petition, .. AExhibit C,@ and hereby incorporated fir! k.4 41a.Aaff-A hWomil 12. The current use of the real property where the Equipment is to be installed is Distribution Center and the current zoning is Limited industrial W) (ease) and 208,000 SF/32' birth (height and area). 11 List the real and personal property taxes paid at the location daring the previous five years, whether paid by the current owner or a previous owner: YearfPaid Year /Zeal Property 'faxes Personal Propeq Taxes 200812009 $306.52 $0 2007/2008 $400.44 $0 2006/2007 $351.21 $0 2005/2006 $357.88 $0 2004/2005 $341.00 $0 200312004 $341.23 $0 (This information may be obtained from the St. Joseph County Treasurers office 235 -9531) 14. Describe the commitment made whin the past five years by your firm to hiring minority individuals, Including number of minorttles employed during each of the past five years, specifying whether full time or part-tune and whether permanent or temporary employees. The Petitioner shall also list the current number of total employees (full and part -time) and the current number of minority individuals (full and part-time). The total current number of employees is 60, of which 20 are Minorities. In 2009, 24 minorities were employed and in 2008, 25 minorities were employed; all were full-time. 15. Describe on-site child care or day care facilities, services or benefits currently offered or proposed to be offered by the Petitioner for children of employees. No 16. What is your best estimate of the market value of the new Equipment after installation? $8,000,000 - $9,000,000 (Revised $12/02) 17. What is your best estimate of the amount of tars to be abated during each of the five years after installation? (used on $8,000,000 to $9,000,000 estimated value) Year Amount 2011 $112,000.00 - $126,000.00 2012 $125,700.00 - $141,500.00 2013 $76,375.00 - $85,923.00 2014 $30,600.00 - $34,470.00 2015 $3,000.00 - $3,363.00 Total $347,600.00 - $391,256.00 16. What is the comirri tsrrent your fain will make to minority employment during the five years of tax abatement? Patterson Companies fully supports affirmative action and hiring minorities. however, due to the unknown nature of the availability of minorities, Patterson can not commit to specific numbers of minorities hired. Patterson will continue to follow its affirmative action plan. 19. The Equipment has not been installed as of the date of filing of this petition. (The signature at the end of this Petition is verification of this statement) 20. The standard Industrial Classification Manual major group within which the proposed project would be classified, by number and description: 5407 - Retail Trade 21. The Internal Revenue Service Code of Principal Business Activity by which the proposed project would be classified, by number and description: 453990: All other miscellaneous retailers 22. The real property where the Equipment will be installed Is located in the following Allocation Area, if any, declared and confirmed by the South Bead Redevelopment Commission: Airport Economic Development Area 2.4. Describe howand why the manufacturing equipment to be replaced or the facility 1.0 which Equipment will be added Is currently technologically, economically or energy obsolete and how and why that obsolescence may lead to a decline in employment and tax revenues: Facility has no equipment (Revised 812102) 25. The new manufacturing equipment will be used in the direct production, manufacture, fabrication, assembly, extraction, mining, processing, refining, or finishing of other tangible personal property and that the equipment was never before used by its owner for any purpose in Indiana. The signature at the and of this Petition is verification of this statement. 26. The following person(s) should be contacted as Petitioners agent regarding additional information and public hearing notifirations: Name Gwen Schultz and Karen Riley Address 80 South Eighth Street, Suite 850 City, State, Zip Minneapolis, MN 55402 Telephone IA171.. 37 -8498 WHEREFORE, Petitioner requests that the Common Council of the City of South Bend, Indiana, adopt a declaratory resolution designating the area described herein to be an economic revitalization area for purposes of tangible personal property tax abatement consideration, and after publication of notice and public hearing, determine qualifications for an economic revitalization area have been met, and confirm such resolution. Petitioner herein hereby verifies that the required $250.00 filing fee to cover processing and administrative costs pursuant to Section 2-84.7 of the Municipal Code of the City of South Bend has been paid in full. Name of Property Owners ;. Patterson Logistics Services, Inc. 1031 Mendota heights Road St. Paul, MN 55120 responses are in relation to distribution equipment. (Revised 8/2/02) 4 EXHIBIT A Lot numbered Two (2) as shown on the recorded plat of Kidder's Olive Road Minor Subdivision, recorded April 17, 2998 as Docu -ment Number 9818752 in the Office of the Recorder of St. Joseph County, Indiana. Tax Key lumber: 71- 03 -19- 300 - 003 --000 -005 or 025- 1011 - 016601 Property Address: 7055 Cleveland Road, South Bend, IN EXHIBIT C EXHIBIT C s RESOLUTION NO. A RESOLUTION OF THE COMMON COQ ;CIL, OF THE CITY OF SOUTH BEND DESIGNATING CERTAIN AS WITEIIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS WHEREAS, a petition for real property tax abatement has been filed with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana requesting that the area commonly known as 7055 Cleveland Rd., South Bend, Indiana, and which is more particularly described as follows: Lot numbered Two {2) as shown on the recorded plat of Kidder's Olive road Minor Subdivision, recorded April 17, 1998 as Document Number 9818752 in the Office of the Recorder of St. Joseph County, Indiana. and which has Key Numbers 71- 03 -19- 300 -003- 000 -009 or 025 -1011- 018601, be designated as an Economic Revitalization Area under the provisions of Indiana Code § 6 -1.1 -12.1 et seq., and South Bend Municipal Code Sections 2 -76 et sew., and; WHEREAS, the Department of Community and Economic Development has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that the area qualifies as an Economic Revitalization Area under Indiana Code § 6 -1.1 -12.1, et sN., and South Bend Municipal Code Sections 2 -76, et seq., and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law; and WHEREAS, the Community and Economic Development Cormnittee of the Common Council has reviewed said report and rece'lnjnended to the Coi -nmon Corul.il that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South. Bend, Indiana, as follows: SECTION I. The Coimnon Council hereby determines and finds that the Petition for Real Property Tax Abatement and the Statement of Benefits form. completed by the Petitioner meet the requirements of Indiana Code § 6 -1.1 -12.1 eL sec_., for tax abatement. SECTION 11. The Common Council hereby determines and finds the following: A. That the description of the proposed redevelopment or rehabilitation meets the applicable standards for such development; B. That the estimate of the value of the redevelopment or rehabilitation is reasonable for projects of this nature; C. That the estimate of the number of individuals who will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed described redevelopment or rehabilitation; D. That the estimate of the annual salaries of those individuals who will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed redevelopment or rehabilitation; E. That the other benefits about which information was requested are benefits that can be reasonably expected to result from. the proposed described redevelopment or rehabilitation; and F. That the totality of benefits is sufficient to justify the requested deduction, all of which satisfy the requirements of Indiana Code § 6 -1.1- 12.1-3. SECTION III. The Coinraion Council hereby determines and finds that the proposed described redevelopment or rehabilitation can be reasonably expected to yield benefits identified in the Statement of Benefits, Sections 1 through 3 of the Petition for Real Property Tax Abatement Consideration and the Memorandum of Agreement between the Petitioner and the City of South Bend, and that the Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, are sufficient to justify the deduction granted under Indiana Code § 6 -1.1- 12.1 -3. SECTION IV. The Common Council hereby accepts the report and recommendation of the Con nunity and Economic Development Committee that the area herein described be designated as an Economic Revitalization Area and. hereby adopts a Resolution designating this area as an Economic Revitalization Area for purposes of real property tax abatement. SECTION V. The designation as an Economic Revitalization Area shall be limited to two (2) calendar years from the date of the adoption of this Resolution by the Common Council. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of up to eight (80; years. SECTION VII. The Common Council directs the City Clerk to cause notice of the adoption of this Declaratory Resolution for Real property Tax Abatement to be published pursuant to Indiana Code § 5 -3 -1 and Indiana Code § 6 -1.1- 12.1 -2.5, said publication providing notice of the public hearing before the Corson Council on the proposed confirming of said declaration.. SECTION VIII. This Resolution shall be in full force and effect from and after its adoption by the Conunon Council and approval by the Mayor. ADOPIFED Member of the Comoro Council an 1, ._ VL�¢ Hed In � rv, 3 -ir ? 2010 L1 ~. 71g January 27, 2010 Council Member Timothy Rouse, Chairperson Community & Economic Development Committee South Bend Common Council 4th Floor, County City Building South Bend, fN 46501 RE: Commercial Real Property Tax Abatement Petition for; PATTERSON LOGISTICS SERVICES, INC. Dear Council Member Rouse: Please find attached the Department of Community & Economic Development's report on a commercial real property tax abatement petition for the above - referenced Petitioner for the purchase, remodeling and equipping of a warehouse /distribution center located at 7055 Cleveland Road. Also attached is a copy of the petition, Statement of Benefits form, and supporting information. The report contains the Department's findings relative to the above petition. The Petitioner, Patterson Logistics Services, Inc., proposes to remodel a 208,000 square foot building to add office space and equip it as a distribution center for the products it sells. The existing building has a seven - year tax abatement that the Petitioner intends to assume. The Petitioner is seeking an additional five-year real property tax abatement for the improvements it plans to mare. A representative of the Petitioner will be available to meet with the Committee on Monday, February 8, 2010. Should you or any of the other Council members have any questions concerning the report, or need additional information, please feel free to call me at 235 -5835. Sincerely, Bob Mathia Assistant Director, Economic Development Attachments cc; South Bend Common Council Members Mayor Stephen Luecke Jeff Gibney Don Inks ZONE TO: SOUTH BEND COMMON COUNCIL FROM: BOB MATHIA SUBJECT: REAL PROPERTY TAX ABATEMENT PETITION FOR: PATTERSON LOGISTICS SERVICES, INC. DA'L'E: January 27, 2010 On January 27, 2010, a petition for real property tax abatement consideration for property located at 7055 Cleveland Road was filed with the City Clerk by Patterson logistics Services, Incorporated. Pursuant to Chapter 2, Article 6, Section 2 -82 of the Municipal Code of the City of South Bend, this petition was referred to the Department of Community and Economic Development for purposes of investigation and preparation of a report determining whether the area qualifies as an Economic Revitalization Area pursuant to I.C.6 -1.1 -11 1 and whether all zoning requirements have been met. The Department of Community and Economic Development has reviewed the petition, investigated the area, and makes the following report. Patterson Logistics Services, Inc. operates distribution facilities for the company's medical, dental and veterinary divisions. The Petitioner is proposing to: (a) purchase an existing 208,000 square foot warehouse /distribution center that is only partially occupied; (b) construct physical improvements including mechanical and electrical upgrades plus 10,000 square feet of new office and supporting spaces necessary to support planned operations; (c) install logistical equipment to set up the building as a distribution center. The existing building has a seven -year tax abatement on it that the Petitioner intends to assume, The Petitioner is requesting a five -year abatement for the improvements it intends to make to the building. The cost of the construction portion of the project for the improvements is estimated at $2,500,000. The logistical equipment to be purchased includes racking, conveying equipment, server equipment, cabling and security equipment. A personal property tax abatement application is being submitted as part of the total project. The project's total cost is estimated at up to $19,500,000 which includes RE: Tax Abatement for Patterson Logistics Services, Inc. January 27, 2010 Page 2 purchase of the existing building, Total taxes to be abated during a five -year abatement period are estimated at $688,938. This includes $246,999 for the proposed improvements and $441,939 for the tax abatement on the existing building, Total additional taxes to be aLid as a result of the project during the five -year abatement period are estimated at $939,491. This includes $191,137 for the improvements and $748,354 for the existing building, EMPLOYMENT IMPACT Per the petition, it is estimated that the project will create Fifty (50) new, permanent full -time positions with an annual payroll $1,040,000. The project will also maintain sixty (60) existing permanent full -time positions, including 20 existing permanent full -time minority employees, with a total annual payroll of $1,620,000. ABATEMENT QUALIFICATION 1. A review of the tax abatements previously granted ends that the Petitioner, Patterson Logistics Services, Inc., has not been granted or associated with any previous tax abatements. However, at this time they are also petitioning for a personal property tax abatement. 2. The Building Commissioner has reviewed the petition and finds the property to be properly zoned for the proposed project. 3. A review of the South Bend Redevelopment designation areas finds that the property is located in the Airport Economic Area, which is a Tax Incremental Allocation Area; therefore, the petition for real property tax deduction must first be approved by the South Bend Redevelopment Commission. 4. A review of the Tax Abatement Ordinance No, 9394 -03 finds that the petitioner meets the qualifications for a five -year real property tax abatement under Section 2 -79, Warehouse Development in the City -wide District. ` Qualification for each Public Benefit Item based on best availabte information at time of application or good faith determination J no information available. 27 -Jan -10 Patterson Logitics Services, Inc. Public Benefit Points Summary Qualify Earned Available Public Benefit item: Y or N Points Points Project Related_. 1. A. Redevelop a Site that has Special Needs N 0 49 B. Develop Based on Local University Research N 0 35 C. Achieve a Physical Element of a Plan N 0 36 Sub -total Project Related: 0 120 2 Super Size Projects (point values are cumulative): A. 100% to 199% Y 25 25 B, 200% to 299% Y 68 68 C. 300% to 399% Y 65 65 D. 400% and Over Y 52 52 Subtotal Super Size Projects: 210 210 3. Construction Related: A. Employ Local Companies N 0 20 B. Purchase lvlateriais from Local Companies N 0 20 C. Require Employees vs. independent Contracts N 0 19 D. Require Target Wage Levels N 0 22 E. Require Health Benefits N 0 22 F. Require Pension Benefits N 0 18 G. Maintain Affirmative Action Plan N 0 20 Sub -total Construction Related: 0 141 4. Wage & Benefit Related: A, Pay Target Wage Levels N 0 33 B. Provide Health Benefits Y 34 34 C. Provide Pension Benefits N 0 29 D, Provide Training Y 28 28 E. Provide Child Care N 0 15 F. Provide Transportation Assistance N 0 14 G. Provide Employer Assisted Housing program N 0 9 Sub -total Wage & Benefit Related: 62 162 5. Workforce Related: A. Create New Jobs Y 42 42 B. Retain Existing Jobs Y 41 41 C. Maintain Affirmative Action Plan Y 35 35 D. Provide Targeted Hiring Preference N 0 34 Sub -total Workforce Related: 118 152 6. Pay for Municipal infrastructure: (point values are cumulative): A. Pay for Oversizing or Upgrading N 0 14 B. Pay for 26 -50% of Extension Cost N 0 26 C Pay for 51 -75% of Extension Cost N 0 39 D- Pay for 76 -100 % of Extension Cost N 0 52 Sub -total Infrastructure Related: 0 131 7. Support a Municipal Facility: A. Support a Municipal Facility N 0 84 Total Public Benefit Points: 390 1000 ` Qualification for each Public Benefit Item based on best availabte information at time of application or good faith determination J no information available. Royal !. i f 9 g From To Additional Years 0 141 0 142 183 1 184 225 2 226 267 3 268 309 4 310 351 5 352 393 6 394 & over 7 Other ®eveiopment_Proieli cts: From To Additional Years 0 300 0 301 357 1 358 414 2 415 471 3 472 528 4 529 585 5 586 642 6 643 1000 7 Subtotal from Points Summary: 390 Base Years of Abatement . Additional Years of Abatement: Total fears of Abatement: 5 o �ijI 07OOco -r o morn ti 11 �r<rco co m m r��mcma m o NI O W O O Oo N (0 C6 co �f3 d^ m Z r O Cl) N ' N N N 0 O M N N H_ c�E 0 s- - }, Lo Lci t-� OD r co cr v N C6 C6 t C^ GOO _ Ml 7 U M N 6: �- 0) En ui 67 7 t � m 'C'D' 'C'D' rn m o `}' t N 0 0 N 0 t 0 V t x c1) 6 p Cj O O O 0 N 0) co W m OJ Lr) r, M N M Z E oo O7O N O CT �} m NOOOO } � � o 000 L N O Q m� O� M~ d @ N N t1' 1 4 W) N t- n aMr 0cq d' N N N l+7 Li fl aai } 0�o� e4 r r cc t N 0t� N T N F— C) o M M 0 C7 0 o a r O ti 11 t N co 2 LD r � ti C O r O �_ co N O co h d N @ CEO [9 tOfi ct7 COp } N ai N U .0) 0 Q m i— u'J N co to L6 OD [O CD r O d,7 GOO ct Ml 7 U 0 �- 0) En ui 67 7 t � m 'C'D' 'C'D' rn m V U X V) m 0 0 0 0 0 N x }- cm O x LU %) M c+7 M m m c M @ o CII! Nc0OOco � � o 000 L trco m m �P (n O ca p 0 0 0 0 N OD OJ W) N t- m� I-- Lo LO cp N t 06 Q} N N O O N co r", L N Li fl aai } 0�o� e4 r r cc t N 0t� N T N CSC N N N N N > Cj i7 tu Y ai .. C � 7 V P N cn a- a a C3 a z ¢ 0 0 CD T C: m Y a) E E m 3 'N m >—Uw m V) N N Q) 07 N C C (b cy X X .,m N QJ 7 � � Y W � 'U Q) N E Q N N 2 0 X 7 U7 N.L v-'- ¢Q ��z a N 2 �UOU c QQ E u)U N V) N O 7 UM Q C7� U 0 O co co co 0 � U � C m co 00 co n M c0 O c9 z IXII cD f4 co co coo 0 L6 t[) V to L6 � co M N C14 a m co co M ai ^VP W U .0) 0 co 0 X a� -� 0 O �I GOO ct Ml 7 U 0 �- 0) En ui 67 7 t � m 'C'D' 'C'D' rn m V U X V) m 0 0 0 0 0 N x co co Oo O x LU %) M c+7 M m m c M @ � � 4 L 2 -0 En C C ca C 0 [B ro � a N O a N O > Cj V, O N 0 0 0 O O 0 O N II) C m Cl. %�.. Q.. a a a '0 N E w Cr M co !Q F q o O is: a Q Q) U o @'. OL Q D N m Q A C D D -� ® E 4) � � x c N O O o CJ cC N � N U > 67 0 V O's Q h t M svp CD C!? F i7 tu Y ai .. C � 7 V P N cn a- a a C3 a z ¢ 0 0 CD T C: m Y a) E E m 3 'N m >—Uw m V) N N Q) 07 N C C (b cy X X .,m N QJ 7 � � Y W � 'U Q) N E Q N N 2 0 X 7 U7 N.L v-'- ¢Q ��z a N 2 �UOU c QQ E u)U N V) N O 7 UM Q C7� U N N ti Cl) 0 N a o CD 00 CD cn M O 0 O co co co 0 � U � C m co 00 co n M c0 O c9 z IXII cD f4 co co coo 0 L6 t[) V to L6 N N N N N if cD 0 Co cfl co M N C14 a m co co M ai U .0) X LU N N ti Cl) 0 N a o CD 00 CD cn M O C � U � I+ r i• � n O � X z p m N N N N N if cD 0 Co cfl y F r` E` r` r- OD ai i X [U L C � m 'C'D' 'C'D' rn m V U X V) m 0 0 0 0 0 N x co co Oo O x LU %) M c+7 M m m c M @ N N N N N L 2 -0 En C C ca C 0 [B { N � a N O a N O > Cj V, (m N N III M N n %�.. Q.. a a a '0 N cn U) !Q a U3 C � a Q Q) U o @'. OL Q A C D D -� E 4) � � O N � N _> ct5 F STATEMENT BENEFITS 20 PAY 20 AL ESTATE IMPROVEMENTS — y slate Form 51757 (121 1-07) FORM 98 -1 I Deal Property Prescribed by the Department of Coral Government Finance This statement is being completed for rent property that qualifies under the follaMng indlana Code (check one box): © Redevelopment or rehabilitation of real estate improvements (IC 6- 1.1- 12.1 -4) © Eligible vaunt building (IC INSTRUCTIONS. 1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in maldrig its dedslon about whether to designate an Economic Revitalization Area. Otherwise this statement must be submitted to the designating body SEFORE the redevelopment or rehabilltaffon of real property for which the person wishes to claim a deduction. "Projects' planned or committed to after July 1, 1967, and areas designated after July f, 1987, require a STATEMENT OF BENEFITS. (IC 6 -1.1 -72.7) 2. Appromf of the designating body (City Council, Town Board, County Coundl, etc.) must be obtained prior to initiation of fhe redevelopment or rehabilitation, BEFORE a deduction may be approved. 3. To obtain a deduction, application Fort 322 ERAIRE or Farm 322 ERAA/B13, Vlll7icheveris applicable, must be filed with the County Auditor by the later of (1) May 10; ar (2) thirty (30) days after the notice oiaddition to assessed valuation or new assessment is mailed to the property owner at the address shown on the records of file township assessor. 4. Property owners whose Statement of Benefits was approved after June 30, 1991, must attach a Form CF- 1lReal Property annually to the application to show compliance with the Statement of D&nefrls. jiC 6- 7.142.7- 5.1 (b) and IC 6- 7.742.? - 5.3071 5. The schedules established under IC6-1.1- 12.7 -4(0 for rehabilitated property and under IC 6-1.7- 72.9 -0.8 {1} for vacant buildings apply to any statement of banetits appmved on or afterJuly 7, 20b1i. The schedules effective prior to July 1, 2000, shall continue to apply to a statement of benefits filed before July 1, 2000. Name of taxpayer Patterson Lotlistics Services, Inc. Address of to qwW (number end straet, city slate, and 7JP cxrde) 1031 Mendota Heights Road St.Paul, Mtn 55120 Name of contact person Telephone number E-mell address ..gA.gn KAttrli7 1 (651) 686 -1802 remn- rnuni�egeetersoa�cntel.co�n Marne of designaft body Resolution numbs r City of South Rend Location of property County DLGF taxing district number 7055 C;eveland Road. South Fiend. IN 46628 St.Joseph Descrtptlon of naafi property imprumments, redevelopment or mhaiallitation fuse additional sheets if nemsmryj I Estimated start data (month, day, yrtar) Mechanical and Electrical upgrades to support the operations and equipment of 05/01/2010 the Dist:rihution Center for medical, dental, and veterinary supplies; plus atirrmted compietiondato (morrth,day,,year) 10,000 SF of new office and supporting spaces 10/0112010 Currardriumber 60 salaries $27,040 avg. Number retained 60 Salanas$27,040 avg.Ncmberadditionel 50 Selarles$20,600 avg per person per person per person 6.T6tAi • A • ' ' f ' • t i CEO NOTE: Pursuant to IC 6- 1.1-12.1-5.1 (d) (2) the COST of the property REAL ESTATE IMPROWMENTS Is confidentlal. COST ASSESSED VALUE Current values $6,700,000 $8,000,000 Plus WorlawvaluesoT ro project $2,500,000 $2,500,000 Less values of any propedy being rtLgaced 0 $ 0 Net estimated values upon completion of project $9,200,000 $10 , 5 0 0, 0 0 0 Estimated solid waste converted (pounds) Other benofits N/A Estimated hazardous waste converted (pounds) I hereby certify that the representations in this statement are true. ur.�trrra nLra�Eianrlf€edm fi Title Page 1 of 2 M/A Date signed (month, day, year) We have reviewed our prior actions relating to the designation of this Economic Ravitaiixetion Area and find that the applicant msets tits general standards adopted In the resolution previously approved by this body. Said resolution, passed under IC 6-1.1 -12.1, provides for the following 116tatlons: A. The designated area has been limited to a period of time not to exceed calendar years ` (see below). The date this designation expires is B. The type of deduction that Is allowed in the designated area is fimtted to: 1. Redevelopment or rehabilitation of reel estate improvements © Yes © No 2. Residentially distressed areas © Yes © No 3. Occupancy of a vacant building L7 Yes © No C. The amount of the deduction applicable is limited to $ O. Other l3mttatlor>s or conditions (specify) E. The deduction is allowed for years' (see below✓). We have also reviewed the information contained in the statement of benefits and find That the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. roved (' ed mbe esignWingf body) Telephone number Date igned ( ant, day, ear) ' I-/Al" - t� 7 i -77; ° Attested l d 1L�17 nd.!° A attesta� 4� ,n �� �' m Designatedtxxhj . If the designating hotly limits the torte period during which an area is an economic revitalizeGon area, it does not limit the length of time a taxpayer Is entitled to receive a deduction to a number of years designated under IC 6- 1.12 - 12.1 -4, A. For residentially distressed areas, the deduction period may not exceed five (5) years. B. For redevelopment and rehablMatlon or real estate improvements: 1. If the Economic Ravftati7 on Area was designated prior to July 1, 2000, the deduction period is limited to three (3), six (6), or ten (10) years. 2. If the Economic Revitalization Area was designated after June 20, 2000, the deduction period may not exceed ten (10) years. C. For vacant buildings, the deduction period may not exceed two (2) years. Page 2 of 2 CITY OF SOUTH BEAD P Ti A,_ F012 REAL PROPERTY D. R 71O The undersigned owner(s) of real property, located within the City of South Bend, hereby petition the Common Council of the City of South Bend for real property tax abatement consideration and pursuant to et se and South Bend Municipal Code Sec. 2 -76 et seg., for this petition states the following: 1. Describe the proposed redevelopment or rehabilitation project, including information about physical improvements to be made, the proposed use of the improvements, and a general statement as to the importance of the project to your business: 208,000 SF Distribution Center for Medical, Dental, and Veterinary supplies and products. Physical improvements include mechanical and electrical upgrades to support the operation and equipment, plus 10,000 SF of new office and supporting spaces. The project is key to the business of Patterson Companies for distribution. Land Size 11.67 acres, Building Size 208.000 sq.ft. 2. Describe the overall nature of the business and of the operations occurring at the Property (attach additional sheet if more space is needed): Distribution Center for Patterson Companies Medical, Dental, and Veterinary Divisions, . Estimate the dollar value of the project (excluding land); $_1 9.500 000 , The current assessed valuation of the real property before rehabilitation, redevelopment, economic revitalization, or improvement: Land: $121,500 and Building: $6,791,800 per City Assessor Fully due to tax abatement currently in place, the current tax statements assessed value of $10,200 is for land only. Improvements not assessed. . (A) The real property for which tax abatement consideration is petitioned (Property) is owned or to be owned by the following individuals or corporations (if the business organization is publicly held, Indicate also the name of the corporate parent, If any, and the name tinder which the corporation has filed with the Securities and Exchange Commission). NAME AUUF&s* arson Logistics 1031 Mendota Heights Road arvices Inc. St. Pau_ l MN 55120 .--iil��o lease, or have an option to buy VM property (include rorporate information as requIred in 5(a) above, If applicable)' NAME (Rev 10/23/06) INTEREST 6s The commonly known address of the Property is: 7055 Cleveland Road, South Send, IN 46628 7. The Key Number(s) of said property is: 71-03-19-300-003-000-009 or 025-1011-018601 8. A legal description of the above address is attached hereto, marked AExhibltAca and incorporated herein. 9. A reap and/or plat describing the Property is attached hereto, marked &Exhiblt B,La and incorporated herein. 10. Photographs of the property, taken within two (2) weeks of filing of this petition, are attached hereto, marked Axhibit C,Cd and incorporated herein. 11. The redevelopment or rehabilitation project itself will create 20 full -tinge and © part-time permanent jobs within the first year, representing a new annual payroll of $1.04 million and will maintain 60 existing permanent full time and 0 existing permanent part -time jobs including existing permanent full -time minority employment of 20 and existing permanent part-time minority employment of 0 with an annual payroll of $1.62 million for all existing employees. 12. The projected annual salaries for each new position indicated above are estimated to be as follows (if more space is needed, please attach a separate sheet): $20,800.00 13. Provide current employment wage information including; base rate, cost -of- living allowances, hazardous -duty pay, Incentive pay including commissions and production bonuses, on -call pay and tips. ®o not include; back pay, jury duty pay, overtime pay, severance pay, shift differentials, non- production bonuses, and tuition reimbursements (average hourly rate or range): Pnezifinn Fult -Time Part - Tinge Laborers $12.39 $0 Technical $0 $0 Managerial $21.75 $0 Administrative $12.39 $0 14. Indicate whether your company provides the following benefits (use YIN); Y Health Care Benefits N Pension Plan Y Employer Provided Training (recognized or certified training /educational courses or programs) hl Bay Care (provides or contributes to the cost of child day care for its employees) 2 (Rev 12129/76) N Transportation Assistance (provide direct or indirect support and assistance to its employees without private transportation to get back and forth from residence to place of employment) N Employer- Assisted Housing Program (provide an employer- assisted home ownership program) Targeted Hiring Preference (provide hiring preference for residents of Census Tracts designated by the Community & Economic Development Dept. that have the highest unemployment or the highest percentage of low and moderate income individuals). (Additional information may be requested for verification of the above items) 15. list the real and personal property taxes paid at the location during the previous five years, whether paid by the current owner or a previous owner: Ynnrl!Pald Ypar Real Property Taxes Personal Property Taxes 2008/2009 $306.52 $0 2007/2008 $400.44 $0 200612007 $351.21 $0 2005/2006 $357.88 $0 2004/2005 $341.00 $0 2003/2004 $341.23 $0 (this information may be obtained from the St. Joseph County Treasurers office 235 -9531) minority 16. Please list the number of full-time and part-time r for each of last three years: Year 17a Does your business maintain an affirmative action plans or other similar plan in order to achieve racial diversity? If yes, please briefly indicate specific goals, objectives, and means as designated by your plans. Yes. a) Encourage female and minority employees to refer applicants. b) Instruct supervisors to monitor each employees job skills, experience level and performance and to assist the employee in career counseling as 3 (Rev 12129/06) appropriate. Discuss promotion or transfer opportunities which may benefit the employee's careers c) Develop action plans for female and minority employees to help ensure their potential for advancement into more senior positions in managerial, professional and sales categories. 18. Indicate whether or project _ following Community & Economic Development Dept. on this N Conversion to residential use of a commercial an Eligible Building@ as designated by the Community & Economic Development Dept. N Rehabilitation of a building that is either designated as a rational Register or local landmark or is eligible for nomination as one, located in a National Register or local landmark district, or rated as Outstanding or Significant in the most recent Historic Preservation Commission county wide survey. N Rehabilitation and reuse of a property that is designated a Problem Property by the Community and Economic Development Department. N Pays for the cost of cleaning up a ABrownfield,c- which is any site, building faculty or complex that has been designated a brownfield by the Community and Economic Development Department. V Achieves a physical element identified in a development or revitalization plan that has been approved by the Council. 4 (Rev 12129106) construction of the project. (Please complete the table on page 9 of this applicatioll 26. The Internal Revenue Service Code of Principal Business Activity by which the proposed project would be classified, by number and description: 453990: All other miscellaneous retailers 27. The current use of the Property is Distribution and the current zoning is Limited industrial Ll . (This information may be obtained from the Building Department 235- 9554). 28. Has your business been granted previous tax abatement(s)? If yes, please provide type (real and /or personal property) and date of approval. No 30. The following person(s) should be contacted 2s Petitioners agent regarding additional information and public hearing notifications'. Gwen Schultz and Karen Rile 4Name ddress 80 South Eighth Street, Suite 850 Zi Minneapolis, Mhl 55402 1m.� ,�, (612) 337 -8498 cl. Please indicate the name, address, and telephone number of the person who will work with Employment . sign form attached to the petition If the real tax abatement is ff, r warehouse or Industrial (Rev 12129106) Name Jeff Lea Address 4303 Technology Drive C' State,..Mp. South Bend, IN 46628 Tele lone (574 ) 2$98485 Name of Property Owners }: (Typed or printed name and capacity of sicdnnor if signed by an agent or representative of the owner.) (Rev 12J29100) 0 O L .cc 4 L yJ .� � U C L cr tll CCi m E 1 E D p 1p N 'C E i U O W A C 0 (D CL O < � U fl3 m 4-. t!? C 4� ® a7 (i CL 0 C QT � • ua 0 .5 0.0 EE Cca 0=, CV o ` a F- z h, 6 Q :E t�3 In tB cu 0 pN U �Q1 LL� C4 U CL i Q3 p e� i� a c rn L4 Q t!) u n CL o c� Cl) e6 c66' 0T—NCOI:tLO U -j 0 z F- z h, 6 Q :E t�3 In tB cu 0 pN U �Q1 LL� C4 U CL i Q3 p e� i� a c rn � (D n� E CD L5 (D ? 0 b.0 000000O in �T (D •� y.... ,a-. "•�C CD � E co a) y..r+ E O L E C= W m t w 0 E on p y� C L (D >+ C a U L-0 L a C vs U @ a) v Q L ?^. L N tB E L73 � in .0 V .� N CL Cfi d) C L A M Q7 C7 - 0. .Q @ CL j O V6 G7 s C W q U 0 C 0 N 0 -a W (n e w N C E in CS 6. � 'O pfB +-' 0 gCj M O a a CD ® ® O a 5 a Ems; ° � m o = o o �a ca a0com�'® O 0 oz3�.�� = w cn o ®� v_a m � cy �? E o �yn0� 0 LOT- ®m0 =pE m ia 60, 0 0— CL r C •i1i CQ ®? L a r-L CL .0 0 > E ®cn o � o •a — � mm� p e o p�E3r Ce vD �Cas roc q d3 ��E u CD(D0 —a� E '4- � 0L9 C;C6 4L6 ( 06 ai z o� O . a 0 0 R = 0 C�9 C 0 >� z om N M � � 0 * z C� cl�14 ui O O Q d 0 r. C c� CD 0 O o�� °( L Zz � `u Q.. a EXHIBIT A Lot numbered Two (2) as shown on the recorded plat of Kidder's Clive Road Minor Subdivision, recorded April 17, 1998 as Document Number 9818752 in the Office of the Recorder of St, Joseph County, Indiana. Tax Key Number: 71- 03 -19- 300 - 003 -000 -009 or 025 -1011- 018501 Property Address: 7055 Cleveland Road, South Send, IN i CQ I--E W I—I W � �} �� aa6c dx;�a•no ila..an8°�,c®De s @'o�.yae�:o £,� �� CQ I--E W I—I W EXHIBIT C Community Economic Development. 1200 County -City Building, 2.27 West Jefferson, South Bend, Indiana 46601 -1830 _ Phone 5741235 -9371 Fax 5I4/75� yu�I To, From: Subject. Date, Timothy A. Rouse, Chairperson, Community and Economic and Development Committee Bob Mathia Addendum to Staff Report for Patterson Logistics Property Tax Abatement Petition February 2, 2010 This addendunh is being submitted to the staff report, dated January It: FE B 3 2010 CITY 'd ERK, SO, BEND, 'N. or he rea property tax abatement petition submitted by Patterson Logistics Services, Incorporated. That petition was also submitted on January 27, 2010. Based on faitlher discussion with the petitioner and review of the petition, it was determined that the petitioner, Patterson Logistics Services, n-my qualify for up to an eight year real property tax abatement. A firm determination on the number years cannot be made at this time because the co>hipany is still in the early stages of collecting inform-iation on potential construction suppliers and contractors. The delay is due to the project's size. They intend to sub>nit this infon-nation prior to the Con-ii-non Council meeting to consider their confining resolution. At that time final points will be awarded and the length of the abatement term set. Based on current information, the minimlahn term the company will qualify for is five years. It should also be noted that staff revised the computer progranhlspread sheet used to estimate taxes abated and taxes paid to account for an existing real property tax abatement that the petitioner intends to assume. In preparing the new estimates staff located an error in the revised program and corrected it. Based on the above, the revised tax abatement projections are as follows: Total taxes to be abated during a five -year abatement period are estimated at 5631,439. This includes $189,500 for the proposed improvements and $441,939 for the tax abatement on the existing building. Total additional taxes to be 12a1 0 as a result of the project during the five -year abatement period are estimated at $931;271. This includes $182,916 for the improvements and $748,' )55 for the existing building. Total taxes to be abated during an eight -year abatement period are estimated at $705,185. This includes $260,871 for the proposed improvements and 8444,314 for the tax abatement oil the existing building. Total additional taxes to be paid as a result of the project during the eight -year abatement period are estimated at $1,795,150. This includes x334,994 for the improvements and S1,460,156 for the existing building. Mcnho.To.Increase.Terlhh.2.doc What We Do Today Makes A DfffereveQ ! The Public Benefit Summary tables for both five year and eight year terms anti tax abatement projections for each term are attached. 1 apologize for their late arrival. Please call me at 235 -5835 if you have any questions. cc: South Bend Common Council Members Mayor Stephen Luecke Jeff Gibney Don hies Meii -io.To.liierease.Tei-aia.2.doc What We Do Today Makes A Di ffe27ence r " Qualification for each Public Benefit Item based on best available information at time of application or good faith determination if no info V@fOn available. 2 -Feb -10 Patterson Logitics Services, Inc. Public Benefit Points Setmmm * Qualify Earned Available Public Benefit Item: Y or Points Points Project Related: 1. A. Redevelop a Site that has Special Needs N 0 49 B. Develop Based on Local University Research N 0 35 C, Achieve a Physical Element of a Plan N 0 36 Sub -total Project Related: 0 120 2. Super Size Projects (point values are cumulative): A. 100% to 199% Y 25 25 B. 200% to 299% Y 68 68 C. 300% to 399% Y 65 65 D. 400% and Over Y 52 52 Sub -total Super Size Projects: 210 210 3. Construction Related: A. Employ Local Companies N 0 20 B. Purchase Materials from Local Companies N 0 20 C. Require Employees vs. Independent Contract( N 0 19 D. Require Target Wage Levels N 0 22 E. Require Health Benefits N 0 22 F. Require Pension Benefits N 0 18 G. Maintain Affirmative Action Plan N 0 20 Sub -total Construction Related: 0 141 4. Wage & Benefit Related_ A. Pay Target Wage Levels N 0 33 B. Provide Health Benefits Y 34 34 C. Provide Pension Benefits N 0 29 D. Provide Training Y 28 28 E. Provlde Child Care N 0 15 F. Provide Transportation Asslstance N 0 14 G. Provide Employer Assisted Housing program N 0 9 Sub -total Wage & Benefit Related: 62 162 5. Workforce Related: A. Create New Jobs Y 42 42 B. Retain Existing Jobs Y 41 41 C. Maintain Affirmative Action Plan Y 35 35 D. provide Targeted Hiring Preference N 0 34 Sub -total Workforce Related: 118 152 6. Pay for Municipal Infrastructure: (point val€ ees are cumulative): A. Pay for Qversizing or Upgrading N 0 14 B. Pay for 26 -501/6 of Extension Cost N 0 26 C. Pay for 51 -75% of Extension Cost N 0 39 D. Pay for 76 -100% of Extension Cost N 0 52 Sub -total Infrastructure Related: 0 131 7. Support a Municipal Facilit L- A. Support a Municipal Facility N 0 84 Total Public Benefit Points_ 390 1000 " Qualification for each Public Benefit Item based on best available information at time of application or good faith determination if no info V@fOn available. Royal Holdings, Inc. Additional Years of Abatement Multi-family Developmenj_Ej2j� From To Additional Years 0 141 0 142 183 1 184 225 2 226 267 3 268 309 4 310 351 5 352 393 6 394 A over 7 Other Development Projects: From To Additional Years 0 300 0 301 357 1 358 414 2 415 471 3 472 528 4 529 585 5 586 642 6 643 1000 7 Subtotal from Points Summary: 390 Base Years of Abatement Additional Years of Abatement: Total Years of Abatement: 5 1 F Qualification for each Public Benefit Item based on best available information at time of application or good faith determination if no information available. 2 -Feb -10 Patterson Logifics Services, Inc. Pubtic Benefit Points Summary Qualify Earner[ Available Public Benefit Item: Y or N Points Points Project Related: 1. A. Redevelop a Site that has Special Needs N 0 49 B. Develop Based on Local University Research N 0 35 C. Achieve a Physical Element of a Plan N 0 36 Sub -total Project Related: 0 12.0 2. Super Size Projects oint values are cumulative : A. 100% to 199% Y 25 25 B, 200% to 299% Y 68 68 C. 300% to 399% Y 65 65 D. 400% and Over Y 52 52 Sub -total Super Size Projects: 210 210 3. Construction Related: A. Employ Local Companies Y 20 20 B. Purchase Materials from Local Companies Y 20 20 C. Require Employees vs. Independent Contract( Y 19 19 D. Require Target Wage Levels Y 22 22 E. Require Health Benefits Y 22 22 F. Require Pension Benefits Y 18 18 G. Maintain Affirmative Action Plan Y 20 20 Sub -total Construction Related: 141 141 4. Wage & Benefit Re late d: A. Pay Target Wage Levels N 0 33 B. Provide Health Benefits Y 34 34 C. Provide Pension Benefits N 0 29 D. Provide Training Y 28 28 E. Provide Child Care N 0 15 F. Provide Transportation Assistance N 0 14 G. Provide Employer Assisted Housing program N 0 9 Sub -total Wage & Benefit Related: 62 162 5. Workforce Related: A. Create New Jobs Y 42 42 B. Retain Existing Jobs Y 41 41 C. Maintain Affirmative Action Plan Y 35 35 D. Provide Targeted Hiring Preference N 0 34 Sub -total Workforce Related: 118 152 6. Pay for IVlunici al Infrastructure: (point values are cumulative): A. Pay for Oversizing or Upgrading N 0 14 R. Pay for 26 -50% of Extension Cost N 0 26 C. Pay for 51 -75% of Extension Cost N 0 39 D. Pay for 76 -100% of Extension Cost N 0 52 Sub -total Infrastructure Related: 0 131 7. Sup a Municipal Facility: A. Support a Municipal Facility N 0 84 Total Public Benefit Points: 531 1000 Qualification for each Public Benefit Item based on best available information at time of application or good faith determination if no information available. Royal HoUngs, �nc- Additi® al Mears of Abatement wtva i �e6 e L mi! c n From To Additional Mears 0 141 0 142 183 1 184 225 2 226 267 3 268 309 4 310 351 5 352 393 6 394 & over 7 Other ®eveln mend ELgjects: From To Additional Years 0 300 0 301 357 1 358 414 2 415 471 3 472 528 4 528 585 5 586 642 6 643 1000 7 Subtotal from Points Summary: 531 Base Years of Abatement Additional Years of Abatement Total Years of Abatement: 8 - :<a n nor L . a LC) 0:) O p co a C+) co N N N N N N p 29 ��� 7 d' co 0 N � C� t.c] h Q2 h m N N O C u> L� ) p i h W c~ri 6� r r 0 0,7 0 N @ — I N U N p p Nt a ED } - 7 co CO m h r- r [4 - t� in O N E� x V O 7 m c7 N co g� al' d' _ N N d' p 7 0 0 N N wh-- Q@ r N r ,� •.0 � CO O d� N d' p O C L,j to co r- h C O p m 4 d O p 0 N O) m cq 6) cc O N d" N O7 O Z E IQ oc O r lC d- N O Cl Q } O W d d N co m N �p LO N© N 4 :t (D O) m to m a i) r- 07 Xi N N N N x -0 m } N a i7) N N N N N N p 29 ��� a) 0 Lo O O O O Q C� t.c] h Q2 h p. @ LU Nm N��cmO Cll i.f) 1' Q CO d' m h Q cD to m a ED } - 7 co co h r- C v Q _ W h iii P- O N E� u7 m co G N m m r O <Y g� al' d' _ N N d' p 7 0 0 N N wh-- Q@ r N r ,� •.0 � CO O d� N d' p O V N r r N M co co Cr) ch cD 4Q o N N W d d CO o coo co <I' n I` @ 0 O N L) m d' ro m� °aN °ooCq �.' h N t� ti ti �° LlnLf o �F m r°u°c�Dda t , tt5 N Cl } N h N N CD m Q -T co� CD D) �p O r h cl '� T- r N N N r r- N N r- N f t� N. . � U � U EE N R o Z N P Lh @ C @ Y m � F U w �4 7 b Y) N c a Co ID C @ 70 X X (j U N j> �� N m� m cu CL 'm � z Cc) U La iA N N O N U m J Q C7 Ca i7) N N N N N N p 29 ��� a) 0 Lo O O O O Q N LU Nm N��cmO Cll X cD I� E N N p 0) rn c+7 m c7 c7 to C @ T) O •� 4% � d 0 O� p 7 0 0 d' N r r ,� •.0 � CO O d� N d' p O V m r r N M co co Cr) ch cD 4Q U) 00 Z p [XU' d" d_Itr 4 Y �) co N 'r �Y d' 'd' d' It N c d. o co ro a a- a- o. 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N C R q) �3 -S a' T C S] (J � � c q � �T � m a) � u1 � c N � U p N N O a � 3 N � � e m � m E x tom. � U ii7 F E 3 2�${ Fes^= -�""""T h. �S P.[ i:�e �1w �.'i c�..w.r.r•r,..i-d 1 11 - o � � m N �Ir: a O N a 9 N N 7 O N 3 O N N O N O ro I- C t- [tl 9 N Q F Q � x � �' Ca r➢ N � �1' (D ['� N v m u� M m Z vi �n �n En in u7 �n in j p N N t• m M M CJ Cl t`] M [7 M C J W O ��c-N4� �16J v N •r 5 z m U o N � N MRS Ca N aJ N _ d M r to c0 7 � O H M CMO � O N N N O lei] � p O r b N N rte- Q, Q] � U ti-O Rad W NN rN @ b � N a 0 4i O ry a N N �' CO N Q (O N m LO � N � U p N N O a � 3 N � � e m � m E x tom. � U ii7 F E 3 2�${ Fes^= -�""""T h. �S P.[ i:�e �1w �.'i c�..w.r.r•r,..i-d 1 11 - o � � m N �Ir: a O N a 9 N N 7 O N 3 O N N O N O ro I- C t- [tl 9 N Q F Q � x � �' Ca r➢ N � �1' (D ['� N N O o a N N o� n o o � v m u� M m Z vi �n �n En in u7 �n in j p N N t• m M M CJ Cl t`] M [7 M C J W N O o a N N o� n o o � V V � [+] ch ['S M CJ �'J t+] M �I1 p N x W�] m W c0 c0 W O Z p ni Y T 7 C d' �S d' Q L C F � x O P O b d O O P ? µ W F Wwmro�c�w� o m � C � O C U p O � � F T � c � o m ar � n � Qv a a c � o� m� N � 0 0 � T � OJ s E '� 3 v m N v j p N O v N @ m H 5 z m U o V V � [+] ch ['S M CJ �'J t+] M �I1 p N x W�] m W c0 c0 W O Z p ni Y T 7 C d' �S d' Q L C F � x O P O b d O O P ? µ W F Wwmro�c�w� o m � C � O C U p O � � F T � c � o m ar � n � Qv a a c � o� m� N � 0 0 � T � OJ s E '� 3 CBRE"� B r ' ° CB RICHARD ELLIS February 2. 2010 ?O. Box 540 Scuih Bend, IN 4662.4 �x ..am_.�-- ,.�,..,A.,_ •...,,�.- °- -- — �,.. ...._._574 237 6600 iel 574 237 6001 Fax South Bend Common Council 227 W. Jefferson Blvd. South Bend, IN 46601 w,vw.rbre.com/scuthbend RE: Alley Vacation — A portion of an alley (Imown as Allen.'s Alley) to be vacated. is described as follows: the first East /West alley North. of Washington Street, running West from Michigan Street to the first North /South alley (known as Woodward Court) for the distance of 165 feet, more or less, and a width of 5 feet. Said 5 foot piece being taken off of the South side of said alley. Enclosed please Mind the Petition to Vacate, Ordinance, and all additional required documentation for the closure of the above mentioned alley. The purpose of the vacation of the real property is to add an additional row of parking as part of the 101 N. Michigan St. project. Our request is solely intended to reclaim a small portion that was once part of the property, while clearly desiring to preserve the pedestrian walkway as it exists and see enhancement to it, as it is clearly an asset. Sincerely, Bradley J. Toothaker I President CB Richard Ellis I Bradley 202 S. Michigan Street, Suite 200 1 South Bend, IN 46601 T 574.237.6000 I la 574.237.60011 C 574340.3333 bred.toodhakcr �i)cbE; j = I www.cbrc.coni �-�� , 'a the following; electric, telephone, gas, water, sewer, surface water" control structures and ditches, within the vacated right -of -way, unless such rights are released by the individual utilities. SECTION ill. The following property may be injuriously or beneficially affected by such vacating: 18 -1002- 007501, 18- 10020076 Section IV. The purpose of the vacation of the real property is to add an additional row of parking to 18-1002-0076, as part of the 101 N. Michigan St. project. Our request is solely intended to reclaim a small portion that was once part of the property, while clearly desiring to preserve the pedestrian walkway as it exists and see enhancement to it, as it is clearly an asset. SECTION V. This ordinance shall be in full force and effect from and after its passage by the Common Council and approval by the Mayor. Attest City Clerk Member of the Common Council � ; �i r X Fra ?! �` k Presented by me to the Mayor of the City of South Bend, Indiana on the day of , 2 , at City Clerk o'clock m. Approved and signed by me on the day of , 2 o'clock . M. HEAPNG NOT APPROVED UAc'C' . , at Mayor, City of South Bend, Indiana 4,i,a PETITiON TO VACATE PUBLIC RIGHTS-OF-WAY (STIREETS /ALLEYS) D'�AT. TO THE COMMON COUNCIL : OF THE CITY OF SOUTH BEND, INDIANA I (VIE), THE UNDERSIGNED PROPERTY OWNER(S), PETITION YOU TO VACATE: A. THE ALLEY DESCRIBED AS: The first East /West alley North of Washington Street, running West from Michigan Street to the first North /South alley (known as Woodward Court) for a distance of 165 feet, more or less, and a width of 5 feet. Said 5 foot piece being taken off of the South side of said alley. Being part of The Original Town (now City) of South Bend, Portage Township, City of South Bend, St. Joseph County, Indiana. B. THE STREET DESCRIBED AS: NAME (signed & printed) Brad Toothaker RETURN TO: ADDRESS CONTACT PERSON (S) NAME: Brad Toothaker OFFICE OF THE CITY CLERK ADDRESS: P.O. Box 540 JOHN VOORDE, CITY CLERK South Bend, IN 46624 ROOM 455- COUNTY -CITY BUILDING SOUTH BEND, IN 46601 PHONE: (5 74) 237 -6000 574 - 2359221 LOT # U_1 LEGAL DESCRTPTION: If A portion of an alley (l novan as Allen's Alley) to be vacated is described as follows: the first EastlW est alley North of Washington Street, canning West from Michigan Street to the first Northl5outh alley (known as Woodward Court) for a distance of 165 feet, more or less, and a width of 5 feet. Said 5 foot piece being takon. off of the South side of said alley. Being part of The Original Town (now City) of South Bend, -Portage Township, C� _ of 5ouih Mend St, Jos 'I Counter, Indiana. l a d, E PARCELID NAME —1 MAILINGADD MAILiNGCIT AIILiNGSTA AILINGZ�P INDIANA 018 - 1002 - LAND TRUST 108 N Main 0075 #12508 Ste 710 South Bend IN 46601 INDIANA 018 -1008 - LAND TRUST 108 N Main St 0330 108 -118 Ste 710 South Bend IN 46601 CITY OF SOUTH BEND DEPT OF 018 -1008- REDEVELOP County City 033002 MENT Bldg 0 018 -1002- MICHIGAN 101 N 0076 STREET LLC Michigan St South Bend IN 46601 1ST SOURCE CORP ATTN 018 -3091- ACCOUNT 347402 DEPT P 0 Box 1602 South Bend IN 46634 018 -1002- MHM REALTY 2610 0073 LLC Twix`avood Ln South Bend IN 46614 018 -1002- 0078 BKT LLC P.o. Box 502 South Bend IN 46624 MICHIGAN STREET LLC 018 -1002- CIO BRAD 0080 TOOTHAKER P.O. Box 540 South Bend IN 46624 �Y CITY OF SOUTH BEND DEPT OF County City 018 -1008- 033501 REDEVELOP MENT Bldg Room 1200 South Bend IN 46601 INDIANA 018- 1008 - 033003 LAND TRUST #11298 108 N MAIN ST STE 711 South Bend IN 46601 INDIANA 018 -1008- 0331 LAND TRUST 1081801 108 N Main Suite 711 South Bend IN 46601 CITY OF SOUTH BEND DEPT OF Room 1200 018 -1008- 033602 REDEVELOP MENT County City Bldg South Bend IN 46601 018 -1002- 0077 MICHIGAN STREET LLC 101 N Michigan St South Bend IN 46601 TARGET 018 -1002- 007501 LEASING CORP 21533 Golden Maple Ct South Bend IN 46628 INDIANA 018 -1008- 033201 LAND TRUST 1081801 108 N Main Suite 711 South Bend IN 46601 SOUTH BEND PUBLIC TRANSPORT ATION 227 W 018 -1008- 0322 CORPORATI ON Jefferson Suite 1400 South Bend IN 46601 018 -1002- 0074 SHEINPRi G Em�, N higan St South Lend IN 46613 CITY OF SOUTH BEAD DEPT OF REDEV %1ST ? SOURCE 018 -3091- BANK -ACCT Attn: Jerry 347401 DEPT Mast South Bend IN 46601 t ,g, Pay Year I ax unn:;:.� n Owner of Reco'rd :�Y yen (Sing 'En- .pee n Dele n "n 5XI ��01 0 pay �Ir mll 2011 lReal '20 Oth —A Tax Ty�e: ffillhg TransferHist TA7-e-:Y:�-:1�-PtD-d -- �Pmp �jist �P&. Legal Desc A�aeent PN, Real ,-Owner(a)oiRm-rd –Vailing ..... ......... ...... .... . ... King n Address 1: FX A Tax ID Nbr: Address 2: Fol 8-1002-0070 Use % to rP.present .. . .. .. .. . .. . ... Country Code LJSA ""'c4he'. series of charaLtprs. Propoey InfurratIon Tax ID Nbr: zip Code- Include ENWng and Exe Parcel Number: Rate Description: Dame au Pr Pe ty A dress i Property Type: dress 7: I State Property Type. R Rail Address 1: [414 ColEaz I clam Pro lye p Address 2: Property Class Desc �R�SfAUR�ANTCAF'E, �oRpR'��! Lntry Code U, jCanad-a. 'Other �C�6WERCIAL Zip Code: Gove nme wned Status. & nactive StetelProvnce 3N aame as .......... ... ............ -7%- T Pa Yrs cance s D 0 c AVMQVOZi ilVHdSV January 29, 2009 , L jj Mr. Derek Dieter President, South Bend Common Council 455 County -City Building South Bend, IN 46601 Re: Morris Performing A-its Center Capital Irnprovennernt Appropriations Ordinance Dear Mr. Dieter: I attach. for filing with the South Bend Common Council an Ordinance requesting an appropriation of $27,934.00, within the Morris Performing Ards Center Improvement Fund (Fund 416). Revenues from this fund are generated by the ticket surcharge and the fiend is used exclusively for capital improvements such as renovation, remodeling, and specifically here, repairs to the plaster ceiling and decorative painting on ceiling. The improvement for which the Morris Performing Arts Center desires appropriation consists of the following: $27,934.00 a. $ 3,720.00 Plaster ceiling repairs h. $11 114.00 - Ceiling Decor painting repairs c. $10,700.00 — Reaclimaster Lift 2 week rental, Used to reach ceiling d. $ 2,400.00 — Welding repairs to "Pick Points " /chairn motors used to Jiang lighting truss in front of proscenium arch. The Morris Performing Arts Center requests the Council's approval of this Ordinance that will help maintai.rn. the Morris Center for the benefit the City and its citizens. Sincerely, 41D... . Dernnnis J. Andres Executive Director DJA/JR Attaclunerit Morris Performing Arts Center a 21 1 N. Mic "i'x� t Street s South Bend, IN 46601 Office: (574) 235 -9195 ® Fax: (574) 235 -5604 ® littp: / /WWW.MorrisCenter.org , ORDINANCE NO. AN ORDINANCE OF THE COMMON COUNCIL OF THE CITE' OF SOUTH BENDS INDIANA, APPROPRIA'T'ING $27,934.00 FROM TffE MODS PERFORMING ARTS CENTER IMPROVEMENT FUND FOR THE NECESSARY PLASTER CEILING REPAIRS, CEILING DECOR PAINTING REPAIRS, REACJIMASTER LIFT RENTAL AND WELDING REPAIRS, (FUND NUMBER 416) ,STATEMENT OF PURPOSE AND INTENT 'rile Morris Performing Arts Center Improvement Fund (fund No. 416) was established for the purpose of renovating, remodeling, or otherwise improving the facilities at the Morris Performing Arts Center-. The Morris Performing Arts Center desires to make certain capital improvements to maintain the facilities in good working order for the benefit of all patrons and clients. The proposed capital expenditure is for $27,934.00 for the necessary plaster ceiling repairs, ceiling decor painting repairs, Reachmaster lift rental and welding repairs. NOW, THEREFORE, BE IT ORDAINED BY THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANrA, AS FOLLOWS: Section I. The following sum of money is hereby appropriated and ordered set apart fi °om and within the Morris Perfon -ring Arts Center Improvement Fund for the necessary plaster ceiling is repairs, ceiling decor painting repairs, Reachmaster lift rental and welding repairs to the MOrri Performing Arts Center auditorium, Account Number Description Arazount 416 Morris Performing Arts $27,934.00 Center Improvement Fund Section II. This Ordinance shall be in full force and effect from and after its passage by the Common Council and approval by the Mayor. Attest: City Clerk Member, South Bend Common C f 1'Fil t coq ,nd Presented by nee to the Mayor of the City of South Bend, Indiana on the.__ day of , 2010, at o'clock .1111 Approved and signed by me on the o'clockiaa:, f rd READING 'OT A PP (YWI °s', .� x rrrre City Clerk day of 2010, at , City of South Bend, Indiana CITY OF SOUTH BEND STEPHEN J. L,UEC1,�E„ MAYOR EPARTMENT OF YUBLIC WORKS February 2, 2010 Mr. Derek Dieter, President South Bend Common Council 227 West Jefferson Boulevard South Bend, IN 46601 Re: Ordinance to Appropriate Monies for Particulate Catalysts Dear Mr. Dieter: The City of South Bend has received a grant of $40,000 fi-om the United States Environmental Protection Agency for the purchase and installation of particulate catalysts on 30 of our diesel power trucks. The catalysts will reduce the emissions froth these trucks by 70 %. The attached ordinance is a request to fund the purchase from Fund 222 and reimburse the fund with the grant. 1 will be at the meeting to present this ordinance to the Common Council. Respectfally, Matthew L. Chlebowski, Director Central Services Division MLC /smd F E - 3 2010 UT ` c:l_ c, g), Department of Public Works Engineerhig Water Works Central Services Streets Environmental Services Gary A. Gilot, Director Carl P. Littrell, P.E. David'fungate Matt Chlebowski Sam Hensley John J. Dillon, 411 5741235.9251 5741235 -9251 574/235 -9322 574/235 -9316 574!235 -9244 15 5741277 -8515 ''W Fax 5741235 -9173 Fax 5741235 -9171 Fax 5741235 -5595 Fax 5741235 -9007 Fax 5741235 -9272 Fax 5741277 -8980 ORDINANCE NO VWI .: 1112 AL - DIE' ! E TRUCKS ;.3 � The City of South Bend has received a grant of $40,000 from the United States Environmental Protection Agency (EPA) to install particulate catalysts on 30 of South Bend's diesel truck fleet (113 the total fleet) which will reduce carbon emissions from these trucks by around 70 %. This appropriation will help South Bend overall reduce greenhouse gas emissions as part of its "Cool City" mission. NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: Section 1. The sum of $40,000 be and hereby is appropriated from and set aside within Central Services Fund 222 to install particulate catalysts on 30 diesel trucks owned by the City of South Bend. Section II. In this appropriation, South Bend shall adhere to all standards and guidelines required by the EPA grant. Section 111. This Ordinance shall be in full force and effect from and after its passage by the Common Council and approval by the Mayor. Attest: City Clerk Member of the Common Co ncil On Chia issue, Presented by me to the Mayor of the City of South Bend, Indiana, on the day of 1 2010, at o'clock —e M. Approved and signed by me on the O'clock M. runic !iEANRG rd READING ;OT APPRONO. REFEPRE D PASSE City Clerk day of 2010, at Mayor, City South Bend, Indiana e. , . 3 2010 L GI t \QORDE� OURK, 5 PF D, IN, CITY OF SouTH MEND STEPHEN J. LuFcKE, MAYOR DEPARTMENT OF PUBLIC WORKS February 2, 2010 Corm-non Council 4th Floor, County -City Building South Bend, Indiana 46601 RE: Appropriation(s) from the Non - Reverting Loss Recovery Fund (Fund 227) Dear Council Members: Enclosed for filing with the South Bend Common Council is an ordinance appropriating $125,000.00 from the Non - Reverting Loss Recovery Fund ( 9227) for various expenditures. I arn requesting an appropriation to cover the costs associated with demolishing a building located on the site of the fixture Kroc Center (521 S. Chapin Street). I have attached a site plan of the proposed Kroc Center with the existing building highlighted in red along with some photos. I am requesting that $100,000 be appropriated to cover the costs of the preliminary environmental work and also the demolition and removal of the entire building. Time is of the essence in this project as the building needs to be demolished prior to the planned May groundbreaking of the Kroc Center. I am also requesting an appropriation of $25,000 from this same fund for ;:miscellaneous outstanding Brownfield Environmental Regulatory Remediation issues such as post- closure testing at the Fredrickson Park landfill and potentially other sites. I will be in attendance to present this ordinance to the Common Council and answer gi_testion.s. Regards, ze4 Gary A. Gilot, Director of Public Works He ! - 2010 �1��1i1d +��tF<tl�E R Department of Public 'Works Fngineeiil.g Water Works Central Sorviccs Streets Environmental Services Gary A. Gilot, Director ('art a Littrell, RE David Tungate iv4att Chlebo ,,ki Sane Hesisley Jahn I Dillon, Ph.D. 574/235 -9251 5741235 -9251 5741235 -9322 5741235 -9316 5741235 -9244 5741277 -3515 Fax 5741235 -9171 Fax 5741235 -91.71 Fax 574/ 235 -5595 Fax 5741235 -9007 Fax 5741 23 5 -9272 Pax 5741277 -8980 C ORDINANCE NO. AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH FEND, INDIANA; APPROPRIATING $125,000.00 FROM THE NONREVERTING LOSS RECOVERY FUND ( #227) IN 2010 FOR VARIOUS EXPENDITURES STATEMENT OF PURPOSE AND INTENT On December 8, 2008, the City of South Bend Common Council passed Ordinance No. 9890 -08 which established the Nonreverting Loss Recovery Fund ( #227). The purpose of the fund is to receive compensatory or exemplary damage payments from third parties arising from loss or damage to City tangible or intangible property. The City has received payments to date of $4,881,962.00 in this fund due primarily to the settlement of a MTBE contamination lawsuit and also has received interest earnings in the amount of $23,274.12. A total of $429,636.68 has been spent from the fund to date resulting in a current cash balance of $4,475,599.44. The Department of Public Works has identified $25,000.00 in necessary expenditures for miscellaneous brownfield rernediation issues at Fredrickson Park and potentially other sites. These expenditures are eligible for appropriation in this fund. In addition, the Department of Public Works wishes to provide funding for environmental consulting and demolition of a building located on the site of the proposed new Igoe Center. The purpose of this ordinance is to request a 2010 additional appropriation in the amount of $125,000.00 from the Nonreverting Loss Recovery Fund ( #227). A total of $1.70,000.00 has been previously appropriated in the 2010 capital budget in this fund for GAC filter media replacement at Water Works, NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I: The following sure of money is hereby appropriated in the fiscal year 2010 and ordered set apart from and within the Nonreverting Loss Recovery Fund ( 44-227) for expenditures as follows: Type of x _3enditure Amount Brownfield Remediation $25,000.00 Consulting and Demolition 100,000.00 TO'N'AL U2U00,44 SECTION II. This ordinance shall be in full force and effect from and after its passage by the Common Council and approval by the Mayor. Attest: Meri-iber of the Coimnon. Cou�cil City Clerk F q�3 a� Cou dn, d &a,c. "M s «`: "04� fi g a Presented by me to the Mayor of the City of South Bend, Indiana, on the _ day of 2010, at o'clock — . M. City Clerk Approved and signed by me on the _ day of o'clock . m. 1 st P LP,NNG .PU3L, C I-iE'AR,1,ING PP ,- sir' °."iilti� [4 , 2010, at Mayor, City of South Bend, Indiana f 1k: ("J7 2Y, In