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1200 County-City Building, 227 West Jefferson, South Bend, Indiana 46601-1830 Phone 574/235-9371 Fax 574/235-9021
To: Redevelopment Commission n~ /
From: Bill Schalliol, Economic Development Planner ~{4l,/(~(~(
Subject: Purchase Option Agreement -Main and Western Disposition Parcel
Date: February 17, 2010
Attached to this memorandum is a Purchase Option Agreement for the Main and Western Disposition Parcel
located at the southeast corner of the intersection of Main and Western. On December 3, 2010, the
Commission completed its disposition process for this parcel and no conforming purchase bids were received
for the property. The offering price for the parcel, based upon the average of two appraisals, was $80,825.00
for .78 acres.
Over the last thirty days, staff has been negotiating with Main at Western Ventures, LLC, concerning the
purchase of the Main and Western Disposition Parcel to their LLC. After much coordination, the attached
Purchase Option agreement attached is the final form of agreement between the parties.
The option agreement is for an exclusive purchase agreement for a period from February 23, 2011, to
February 29, 2012. The proposed option period will allow the Main at Western Ventures, LLC time to present
the development site to national retailers to allow for commercial development on the site. The option price
for the site is proposed at Ten Thousand Dollars ($10,000.00) and the funds will be held in escrow by
Meridian Title until time of closing or the expiration of the option period at which time the funds would be
returned to the LLC.
Department staff have been working for many years to assemble, clear, and prepare this site for
redevelopment. Development on this parcel will complement the many other developments happening along
the Western Avenue corridor including the following:
- improvements at Coveleski Stadium with a new main entrance connecting the park to the corner of
Lafayette and Western
- site improvements at William and Western including the recent demolition of the Fred's Transmission
site and proposed site improvements to the former Harmon Glass and Richey's Radiator properties
- renovation and reuse of the commercial properties on the southeast corner of Taylor and Western by
the Granger Community Church
- building and site improvements to the South Bend Housing Authority properties
- construction of the Kroc Center at Chapin and Western
- new intersection construction at Walnut and Western
This option proposal presents the Commission with an opportunity to sell a key parcel at a highly trafficked
downtown crossroad to a highly qualified developer and development team proposing to bring a national retail
use to the central business district. With the structure of this agreement, all parties have high opportunity for
reward with minimal risk exposure. Staff recommends approval of this Purchase Option Agreement with Main
at Western Ventures, LLC.
What We Do Today Makes A Difference!
PURCHASE OPTION AGREEMENT
By and Between
South Bend Redevelopment Commission
Main at Western Ventures, LLC, an Indiana limited liability company
(400 - 428 South Main)
February 22, 2011
THIS PURCHASE OPTION AGREEMENT, dated as of the day of February,
2011, is made and entered into between the South Bend Redevelopment Commission, for and on
behalf of the City of South Bend, Department of Redevelopment (the "City") and Main at
Western Ventures, LLC, an Indiana limited liability company (the "Company"').
WITNESSETH:
WHEREAS, the City is the owner of record of land located in the South Bend Central
Development Area commonly known as 400 - 428 South Main Street, South Bend, Indiana and
more particularly described at Exhibit A (the "Property''); and
WHEREAS, the City has completed the disposition process under IC 36-7-14-22 and
desires to sell the Property to the Company; and
WHEREAS, the Company desires to acquire an option to purchase the Property as set
forth herein.
NOW, THEREFORE, the Parties hereby agree and represent as follows:
1. The City gives to the Company the exclusive option (the `'Option") to purchase
the Property for the price of Ten Thousand Dollars ($10,000.00). In the event that
the Company exercises this Option, the Company shall deposit Ten Thousand
Dollars ($10,000.00) with Meridian Title Corporation to be held in escrow
pending closing (the "Option Deposit"). Option Deposit shall be applied towards
the purchase price of the Property. The Company shall have the right to exercise
this Option during a period of time beginning at 9:00 a.m. on February 23, 2011,
and lasting until 5:00 p.m. on February 29, 2012. The Company shall exercise
this Option by giving written notice by certified mail (the "Notice to Purchase")
to the City at the address indicated herein below. The date that the City receives
this notice shall be known as the "Effective Date." It is understood and agreed
that tune is of essence as to the payment of the purchase price under this
provision. If the Company does not exercise the terms of this Option by the
ending date as specified above, then the right and option set forth herein shall
immediately terminate.
2. Subject to the Company exercising this Option, the City and the Company hereby
agree that the City shall sell and the Company shall buy the Property upon the
following terms and conditions. The City fully agrees and acknowledges that the
consideration given by the Company constitutes legal, adequate, and valuable
consideration for the purposes of this Agreement.
3. The ``Commencement Date' shall be the date that the last of the parties to this
Agreement signs and executes below. The obligations of the Parties under this
Purchase Option Agreement begin on the Commencement Date. The "Effective
Date" is the date that the City receives notice from the Company that the
Company is exercising its Option under this Agreement.
4. Subject to the Company exercising this Option, the City hereby agrees to sell the
Property to the Company for Ten Thousand and 00/100 Dollars ($10,000.00) (the
``Purchase Price"). The obligations of the Company to close this transaction are
subject to the Company having given Notice to Purchase.
5. The City and the Company shall close the transaction at Meridian Title Company,
South Bend, Indiana 46601 (the "Title Company'') on a date (the "Closing Date")
that is no later than thirty (30) days of the date the Company gives its Notice to
Purchase or on such date and time or at such place as mutually agreed upon by the
parties. At closing, the City shall provide a title policy from the Title Company
insuring title to the Property to the Company in the amount of the Purchase Price.
Other than the costs associated with the title policy or each party's respective
attorney's fees, the parties shall bear those closing costs normally associated with
a seller or buyer as applicable, which shall be evidenced by a Closing Statement
prepared by the Title Company and signed by the parties hereto or their respective
representatives at closing. The Company shall be responsible for recording costs.
The parties each represent that no real estate commissions are due and owing to
any party with respect to this transaction.
6. At closing, the City shall deliver to the Company a duly executed quit claim deed
in the form attached hereto as Exhibit B providing for the conveyance of the
Property free and clear of all liens, mortgages and encumbrances. If necessary,
the sale proceeds shall be applied to satisfy any mortgages, encumbrances, or
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taxes due and owing remaining on the Property as of the Closing Date. Any taxes
accrued on the Property prior to closing shall be paid by the City at closing.
7. The City shall continue to own and use the Property until the Closing Date and
hereby covenants that the City will not alter the condition of the Property, except
as herein specifically allowed.
8. The Company intends to develop the Property as a site for a drug store operated
by a national chain within two (2) years from the Date of Closing. If the
Company fails to so use the Property, the Company shall transfer ownership of
the Property to the City upon the City's demand so to do.
9. The City has provided a copy of the "no further action letter'" issued by the
Indiana Department of Environmental Management (attached hereto as Exhibit
C). The Company accepts the Property in its "as is/where is" condition.
10. The City acknowledges that the Company has conducted their own due diligence
and acknowledges that the Purchase Price is fair and reasonable and waives any
right that they may have to an appraisal or to contest or challenge the validity of
compensation received under this Purchase Option Agreement.
11. All notices or other communications which are required or permitted under the
terms of this Agreement shall be sufficient if delivered personally, by registered
or certified mail, return receipt requested, or by generally recognized, prepaid,
overnight air courier services, to the address and individual set forth below. All
such notices to either party shall be deemed to have been provided (a) when
delivered, if delivered personally, (b) three (3) days after mailed, if sent by
registered or certified mail, or (c) the next business day, if sent by generally
recognized, prepaid, overnight air courier services.
City: Don Inks
12th Floor, County-City Building
227 W. Jefferson Blvd.
South Bend, Indiana 46601
With a Copy to: City Attorney
14th Floor, County-City Building
227 W. Jefferson Blvd.
South Bend, Indiana 46601
Company: Main at Western Ventures, LLC
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c/o James A. Masters, Manager
211 West Washington
Suite 1800
South Bend, Indiana 46601
With a Copy to: James A. Masters
Nemeth, Feeney, Masters & Campiti, PC
211 West Washington
Suite 1800
South Bend, Indiana 46601
12. This Purchase Option Agreement embodies the entire agreement between the
parties and cannot be varied except by the written agreement of the parties. No
representation, promise, or inducement not included in this Agreement shall be
binding upon the parties hereto.
13. All the terms and conditions of this Purchase Option Agreement are hereby made
binding on the successors and permitted assigns of both parties hereto.
14. This Purchase Option Agreement shall be governed by and construed in
accordance with the laws of the State of Indiana and venue for any action shall be
St. Joseph County, Indiana.
15. This Purchase Option Agreement shall not be effective or binding until fully
executed by the parties hereto. This Purchase Option Agreement may be
executed in counterparts.
16. This Purchase Option Agreement will survive closing.
17. This Purchase Option Agreement may not be assigned by the Company to any
other party without the express written consent of the City, which consent may be
withheld for any reason at the sole discretion of the City.
18. If any provision of this Purchase Option Agreement is held by a court of
competent jurisdiction to be invalid, void or unenforceable, the remainder of the
provisions of this Purchase Option Agreement shall remain in full force and effect
and shall in no way be affected, impaired or invalidated.
19. Each party shall execute and deliver to the other all such other further instruments
and documents as may be reasonably necessary to accomplish the actions
contemplated by this Purchase Option Agreement and to provide and secure to the
other party the full and complete enjoyment of its rights and privileges hereunder.
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20. This Purchase Option Agreement was negotiated by the parties at arm's length
and each of the parties hereto has reviewed the agreement after the opportunity to
consult with independent counsel. Neither party shall maintain that the language
in the Purchase Option Agreement shall be construed against any signatory
hereto.
21. Words of any gender used in this Purchase Option Agreement shall be held and
construed to include any other gender, and words in the singular number shall be
held to include the plural, and vice versa, unless the context requires otherwise.
22. The undersigned persons executing and delivering this Purchase Option
Agreement on behalf of each of the parties respectively represent and certify that
they are the duly authorized officers of each and have been fully empowered to
execute and deliver this Purchase Option Agreement and that all necessary action
has been taken and done.
23. The City shall assist the Company and/or a national drug store chain end-user to
obtain a minimum five (5) year tax abatement for the land and improvements on
said site.
(remainder ofpage intentionally left blank)
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CITY OF SOUTH BEND,
DEPARTMENT OF REDEVELOPMENT
ATTEST:
Prime Name an Tit e
South Bend Redevelopment Commission
ignalt„'e
Prime Name an Ti! e
South Bend Redevelopment Commission
MAIN at WESTERN VENTURES, LLC,
an Indiana limited liability company
James A. Masters, Its sole Manager
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EXHIBIT A
Legal Description of the Property
Lot Lettered "B" as shown on the recorded Plat of Martins Addition to the City of South
Bend First Replat recorded February 19, 2009 as Document Number 0904995 in the
Office of the Recorder of St. Joseph County, Indiana.
Common Address: 400 - 428 South Main Street, South Bend, Indiana
Tax Key No. 18-3016-0586.01
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EXHIBIT B
Form of Quit Claim Deed
RETURN TO:
SOUTH BEND DEPARTMENT
OF REDEVELOPMENT
1200 COUNTY-CITY BUILDING
SOUTH BEND, IN 46601
AUDITOR'S RECORD
TRANSFER NO.
TAXING UNIT
DATE
KEY NO. 18-
QUIT CLAIM DEED
THIS INDENTURE WITNESSETH, THAT the City of South Bend, Department of Redevelopment,
acting by and through the South Bend Redevelopment Commission (the "Grantor")
CONVEYS AND QUIT CLAIMS TO MAIN at WESTERN VENTURES, LLC, an Indiana limited
liability company
for and in consideration of one- dollar ($1.00) and other good and valuable consideration, the receipt
whereof is hereby acknowledged, the following described real estate in St. Joseph County, Indiana, to-
wit:
Exhibit '`A" attached hereto and made a part hereof
Grantor herein agrees to pay any real estate taxes and assessments levied or assessed against the above-
designated real estate prior to the date of this deed.
Grantor hereby conveys the above-described real estate free and clear of all leases, licenses, or other
interests, both legal and equitable, and all encumbrances of any kind or character, subject to all highways
and rights of way of record.
This document shall constitute a conveyance of the above-described real estate in fee simple, and no
reversionary rights whatsoever are intended to remain in the Grantor.
The undersigned person(s) executing this Quit Claim Deed on behalf of the City of South Bend,
Department of Redevelopment represent and certify that they are a current member of the South Bend
Redevelopment Commission and have been fully empowered by a proper meeting and vote of the
members of the South Bend Redevelopment Commission to execute and deliver this Quit Claim Deed and
in doing so are not violating any other agreement for which either is a party; that the Grantor has full legal
capacity to convey the real estate described and that all action necessary to complete this conveyance on
its behalf has been duly taken.
(Remainder ofpage intentionally left blank)
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Dated this
ATTEST:
ignature
Prime A'ame nn Iii e
South Bend Redevelopment Commission
STATE OF INDIANA )
SS:
ST. JOSEPH COUNTY )
CITY OF SOUTH BEND,
DEPARTMENT OF REDEVELOPMENT
ignatu~•e
Printec Name cmr Trt e
South Bend Redevelopment Commission
Before me, the undersigned, a Notary Public for and in said County and State this
day of 201 1, personally appeared and
to me known to be the and
of the South Bend Redevelopment Commission, act for and on behalf of
the Grantor, and acknowledged execution of the foregoing Quit Claim Deed.
IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed my official
seal.
(SEAL)
Commission expires:
Notary Public
Resident of County,
I affirm, under the penalties for perjury, that I have taken reasonable care to react each Social Security number in
this document, unless required by law. Lawrence J. Meteiver
Prepared by Lawrence J. Meteiver, Assistant City Attorney, 1400 County-City Building, 227 W. Jefferson Blvd.,
South Bend, Indiana 4660], (574) 235-9294.
day of , 2011.
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EXHIBIT A
To Quit Claim Deed
Legal Description of the Property
Lot Lettered "B" as shown on the recorded Plat of Martins Addition to the City of South
Bend First Replat recorded February 19, 2009 as Document Number 0904995 in the
Office of the Recorder of St. Joseph County, Indiana.
Common Address: 400 - 428 South Main Street, South Bend, Indiana
Tax Key No. 18-3016-0586.01
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EXHIBIT C
No Further Action Letter from 1DEM
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