HomeMy WebLinkAbout02-16-07 Redevelopment Commission MinutesSOUTH BEND REDEVELOPMENT COMMISSION
REGULAR MEETING
February 16, 2007
10:00 a.m. 227 West Jefferson Boulevard
Presiding: Marcia I. Jones, President South Bend, Indiana
1. ROLL CALL
Members Present: Ms. Marcia Jones, President
Mr. Karl King, Vice President
Mr. Greg Downes, Secretary
Mr. Hardie B lake, Jr.
Members Absent: Mr. William Hojnacki
Legal Counsel: Ms. Cheryl Greene, Esq.
Redevelopment Staff: Mr. Bill Schalliol, Economic Development Specialist
Mrs. Cheryl Phipps, Recording Secretary
Mr. Andrew Laurent, Economic Development Specialist
Ms. Jennifer Laurent, Economic Development Specialist
Mr. Nicholas Witwer, Economic Development Specialist
Others Present: Mr. Tom Price, Mayor's Office
Ms. Jamie Wade, South Bend Tribune
Ms. Mindy Risser, Grubb & Ellis/Cressy & Everett
Mr. Ryan White, Grubb & Ellis/Cressy & Everett
Mr. Rick Doolittle, Grubb & Ellis, Cressy & Everett
Ms. Sheral Litell, Grubb & Ellis/Cressy & Everett
Ms. Connie Ackles, Grubb & Ellis/Cressy & Everett
Mr. Christian Davey, Grubb & Ellis/Cressy & Everett
Mr. Roy Roelke, Grubb & Ellis/Cressy & Everett
Ms. Regina Emberton, CB Richard Ellis
Mr. Greg Pink, CB Richard Ellis
Mr. Brad Toothaker, CB Richard Ellis
Mr. Herb Wilson, MHM Realty
Mr. Michael LaFollett, MHM Realty
Ms. Glenda Rae Hernandez
Ms. Rita Kopala
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
2. APPROVAL OF MINUTES
A. Approval of Minutes of the Regular Meeting of
Friday, January 19, 2007.
Upon a motion by Mr. King, seconded by Mr.
Downes and unanimously carried, the Commission
approved the Minutes of the Regular Meeting of
Friday, January 19, 2007.
3. APPROVAL OF CLAIMS
COMMISSION APPROVED THE MINUTES OF THE
REGULAR MEETING OF FRIDAY, JANUARY I9,
2007
Redevelopment Commission Claims submitted February 16, 2007 for approval.
324 AIRPORT AEDA
Abonmarche 1,280.00
City Of South Bend 1,872.40
SBD Reprographics 128.12
Blackthorn Corporate Park 22,941.80
South Bend Tribune 93.72
Tri County News 58.62
Crowe Chizek 4,702.39
420 FUND TIF DISTRICT-SBCDA GENERAL
NIPSCO 1,318.68
Ampco System Parking 4,585.34
AT&T 166.57
South Bend Water Works 615.83
Crowe Chizek 1, 829.48
City of South Bend 856.70
CBRE 1,187.64
Indiana Michigan Power 417.07
Peltz Services, Inc. 356.56
422 FUND WEST WASHINGTON
Crowe Chizek 144.06
426 FUND MEDICAL DISTRICT TIF
Crowe Chizek 297.88
2
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
3. APPROVAL OF CLAIMS (CONT.)
428 FUND AIRPORT 2003 BOND
Danch, Harner & Associates, Inc. 4,111.07
Walsh & Kelly 56,045.79
South Bend Tribune 91.94
Tri County News 60.10
DLZ Indiana, LLC 2,900.35
SBD Reprographics 454.82
430 FUND SOUTH SIDE DEVELOPMENT
Crowe Chizek 213.32
619 FUND BLACKTHORN
Meadowbrook Golf Group Inc. 16,000.00
Upon a motion by Mr. Downes, seconded by Mr. King
and unanimously carried, the Commission ratified and
approved the Claims submitted February 16, 2007, and
ordered checks to be released.
122,730.25
COMMISSION RATIFIED AND APPROVED THE
CLAIMS SUBMITTED FEBRUARY I6, 2007, AND
ORDERED THE CHECKS TO BE RELEASED
4. COMMUNICATIONS
There Were n0 CommunlcatlonS.
THERE WERE NO COMMUNICATIONS
5. OLD BUSINESS
There was no Old Business.
THERE WAS NO OLD BUSINESS
6. NEW BUSINESS
A. Public Hearings
(1) Public Hearing on Resolution No. 2311
contracting the boundaries of the
Northeast Neighborhood Development
Area, reducing the allocation area for
purposes of tax increment financing and
amending the Development Plan for the
Northeast Neighborhood Development
Area.
3
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
A. Public Hearings
() continued...
Mr. Schalliol noted that the Public Hearing
file is complete and requested the following
items be entered into the record: (1) a copy
of the Notice of Hearing; (2) a copy of
Resolution No. 2311; (3) an affidavit from
the Tri County News and South Bend
Tribune that the Notice of Public Hearing
was published in those newspapers on
February 2, 2007 ; (4) a statement from Mr.
Schalliol that on February 5, 2007, a copy of
the Notice of Hearing was sent to the
affected property owners and registered
neighborhood associations; and (5) as of
10:00 a.m. February 16, 2007, no written
remonstrances were received.
Mr. Schalliol noted that the purpose of the
boundary contraction is to remove a portion
of property that has been de-annexed from
the City of South Bend at the southwest
corner of Eddy and the old Edison Road.
Ms. Greene noted that under I.C. 36-7-14-
17.5,the Commission is not required to have
evidence or make findings that were required
for the establishment of the original
development area. However, the Commission
is required to make the following findings
before approving the amendment: (1) The
amendment is reasonable and appropriate
when considered in relation to the original
resolution, plan and purposes ofI.C. 36-7-14,
and (2) The resolution or plan, with the
proposed amendment, conforms to the
comprehensive plan for the City. Resolution
No. 2311, as presented, incorporates these
4
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
A. Public Hearings
() continued...
findings and, accordingly, adoption of
Resolution No. 2311 as presented will satisfy
the legal requirements of the statute. In
addition, the Commission is required to
consider any written remonstrances that are
filed during the filing period specified in the
notice.
Ms. Jones opened the Public Hearing for
anyone who wished to speak concerning
Resolution No. 2311. There was no one who
wished to speak. Ms. Jones closed the Public
Hearing for whatever action the Commission
wished to take.
(2) Commission approval requested for
Resolution No. 2311.
Upon a motion by Mr. King, seconded by
Mr. Downes and unanimously carried, the
Commission approved Resolution No. 2311
contracting the boundaries of the Northeast
Neighborhood Development Area, reducing
the allocation area for purposes of tax
increment financing and amending the
Development Plan for the Northeast
Neighborhood Development Area.
(3) Public Hearing on Resolution No. 2312
expanding the boundaries of the Northeast
Neighborhood Development Area,
expanding the allocation area for purposes
of tax increment financing and amending
the Development Plan for the Northeast
Neighborhood Development Area.
PUBLIC HEARING ON RESOLUTION N0.2311
COMMISSION APPROVED RESOLUTION N0.2311
CONTRACTING THE BOUNDARIES OF THE
NORTHEAST NEIGHBORHOOD DEVELOPMENT
AREA, REDUCING THE ALLOCATION AREA FOR
PURPOSES OF TAX INCREMENT FINANCING AND
AMENDING THE DEVELOPMENT PLAN FOR THE
NORTHEAST NEIGHBORHOOD DEVELOPMENT
AREA.
5
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
A. Public Hearings
continue ...
Mr. Schalliol noted that the Public Hearing
file is complete and requested the following
items be entered into the record: (1) a copy
of the Notice of Hearing; (2) a copy of
Resolution No. 2312; (3) an affidavit from
the Tri County News and South Bend
Tribune that the Notice of Public Hearing
was published in those newspapers on
February 2, 2007 ; (4) a statement from Mr.
Schalliol that on February 5, 2007, a copy of
the Notice of Public Hearing was sent to the
affected property owners and registered
neighborhood associations; and (5) as of
10:00 a.m. February 16, 2007, no written
remonstrances were received.
Mr. Schalliol noted that the purpose of the
boundary expansion is to add to the
Northeast Neighborhood Development Area
the area recently added to the city limits
between the newly aligned Edison Road and
the former boundary of the City of South
Bend.
Ms. Greene noted that the actions today to
amend the boundary of the Northeast
Neighborhood Development Area is
accomplished through two separate
resolutions. Resolution No. 2311 contracts
the boundaries of the development area at
one location and Resolution No. 2312
expands the development area boundary at
another location in order. Rather than
incorporate both actions into one resolution
which may have proven confusing to the
auditor with respect to the tax allocation area,
6
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
A. Public Hearings
continue ...
it seemed more prudent to accomplish the
boundary adjustments through two (2)
separate resolutions.
Ms. Greene further advised the Commission
that under I.C. 36-7-14-17.5, the Commission
is not required to have evidence or make
findings that were required for the
establishment of the original development
area. However, the Commission is required
to make the following findings before
approving the amendment: (1) The
amendment is reasonable and appropriate
when considered in relation to the original
resolution, plan and purposes ofI.C. 36-7-14,
and (2) The resolution or plan, with the
proposed amendment, conforms to the
comprehensive plan for the City. Resolution
No. 2312 incorporates these findings and,
accordingly, adoption of Resolution No.
2312 as presented will satisfy the legal
requirements of the statute. In addition, the
Commission is required to consider any
written remonstrances that are filed during
the filing period specified in the notice.
Ms. Jones opened the Public Hearing for PUBLIC HE~NG oN RESOLUTION No. 2312
anyone who wished to speak concerning
Resolution No. 2312. There was no one who
wished to speak. Ms. Jones closed the Public
Hearing for whatever action the Commission
wished to take.
7
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
A. Public Hearings
(4) Commission approval requested for
Resolution No. 2312.
Upon a motion by Mr. King, seconded by
Mr. Downes and unanimously carried, the
Commission approved Resolution No. 2312
expanding the boundaries of the Northeast
Neighborhood Development Area, expanding
the allocation area for purposes of tax
increment financing and amending the
Development Plan for the Northeast
Neighborhood Development Area.
B. Tax Abatements
(1) Commission approval requested for
Resolution No. 2313 approving an
application for real property tax deduction
for property located at 129 North
Michigan Street in the South Bend Central
Development Area.
Mr. Mathia noted that MHM Realty proposes
to rehabilitate the former Kalamaros law
offices located at 129 North Michigan Street
which has been vacant for more than six
years. The project will convert 8,100 sft of
the first floor space to a restaurant, jazz club
and banquet/private meeting space. The
mezzanine area will remain office space.
The basement will be used for a prep kitchen,
inventory storage, and employee changing
rooms. Extensive upgrades to the roof,
HVAC, electrical, and plumbing systems will
also be done.
Rehabilitation costs for the project are
estimated at $586,087. Total taxes to be
COMMISSION APPROVED RESOLUTION N0.2312
EXPANDING THE BOUNDARIES OF THE
NORTHEAST NEIGHBORHOOD DEVELOPMENT
AREA, EXPANDING THE ALLOCATION AREA FOR
PURPOSES OF TAX INCREMENT FINANCING AND
AMENDING THE DEVELOPMENT PLAN FOR THE
NORTHEAST NEIGHBORHOOD DEVELOPMENT
AREA
8
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
B. Tax Abatement
() continued...
abated during the five-year abatement period
are estimated at $60,300. Total taxes to be
paid during the five-year abatement period
are estimated at $40,200.
Mr. Mathia noted that the project is expected
to create four new permanent, full-time jobs
and twenty-eight part-time, permanent jobs
within the first year, representing a new
annual payroll of $489,232.
MHM Realty has not had any previous tax
abatements. The property is properly zoned
for the proposed use. The property is located
in the South Bend Central Development
Area, which is a tax increment allocation
area; therefore, the petition for real property
tax deduction must first be approved by the
South Bend Redevelopment Commission.
The project qualifies for six years of real
property tax abatement under the tax
abatement ordinance.
Mr. Wilson showed plans for the restaurant
and explained the layout. A hallway will run
the length of the building dividing the
restaurant from the jazz club, with the
banquet facilities at the rear. Low walls will
separate the restaurant from the jazz club so
each can be seen from the other. They hope
to have outdoor cafe seating along Michigan
Street, but need to work with the city to get
permission for that.
Mr. LaFollet noted that the capacity of the
restaurant is about 130 seats, 90 in the jazz
9
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
B. Tax Abatement
() continued...
club and 100 in the banquet facility. The
banquet facility will be able to be divided by
a movable partition.
Mr. King asked when they want to open. Mr.
LaFollett responded that they plan to open in
July.
Mr. Downes asked how much experience the
team has running a restaurant. Mr. Wilson
noted that he has a lot of experience playing
in a jazz clubs. He and Mr. LaFollet have
extensive experience in financial and general
management. They are hiring a general
manager/kitchen manager and a bar manager
who are very experienced in their areas.
Upon a motion by Mr. King, seconded by
Mr. Downes and unanimously carried, the
Commission approved Resolution No. 2313
approving an application for real property tax
deduction for property located at 129 S.
Michigan St. in the South Bend Central
Development Area.
C. South Bend Central Development Area
(1) Commission approval requested for
Ground Lessor/Estoppel Certificate in the
South Bend Central Development Area.
Ms. Greene noted that this item was on the
Commission agenda intended for the
February 2 meeting which was canceled for
lack of a quorum. At the parties' request, in
order to ensure that their refinancing could be
COMMISSION APPROVED RESOLUTION N0.2313
APPROVING AN APPLICATION FOR REAL
PROPERTY TAX DEDUCTION FOR PROPERTY
LOCATED AT 129 S. MICHIGAN ST. IN THE
SOUTH BEND CENTRAL DEVELOPMENT AREA.
10
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
C. South Bend Central Development Area
() continued...
completed in a timely manner, she had
executed the Estoppel Certificate on behalf
of the Commission, intending to have her
actions ratified at the meeting today.
However, the parties have delayed closing on
the financing and instead, requested that the
Estoppel Certificate be approved and signed
by the Commission so that the parties can
close their financing today.
Ms. Greene explained that an Estoppel
Certificate is frequently used in the
commercial real estate and mortgage
industries. The purpose of an estoppel
certificate is to prevent (estop) the tenant in a
lease from later claiming a different set of
facts.concerning the status of the tenant and
the landlord's respective rights and
obligations under the lease, the lease
commencement and expiration dates, rent
payment status, any lease amendments, and
any events of default. Each of the documents
has been reviewed by legal counsel to
confirm the accuracy of the statements
contained in the Certificate.
Upon a motion by Mr. Downes, seconded by
Mr. King and unanimously carried, the
Commission approved the Ground
Lessor/Estoppel Certificate in the South
Bend Central Development Area.
(2) Commission approval requested for Contract
for Sale of Land for Private Development. (101
N. Michigan St.)
COMMISSION APPROVED THE GROUND
LESSOR/ESTOPPEL CERTIFICATE IN THE SOUTH
BEND CENTRAL DEVELOPMENT AREA
11
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
C. South Bend Central Development Area
continue ...
Ms. Laurent noted that in December 2006 the
Redevelopment Commission approved a
formal proposal from Michael Wargo and
Brad Toothaker, the principals of Michigan
Street LLC which outlined a development
partnership with the Commission for
rehabilitation of the 101 North Michigan
building, the former American Bank
building, and an expansion upon property
currently owned by the Commission, the
former Senor Kelly parking lot.
Michigan Street LLC purchased the bank
building in 2006 with the intention of fully
restoring it as a cornerstone piece of a larger
mixed-use residential and commercial
condominium development. In December
the Commission confirmed its willingness to
consider participating in this development as
a partner with the developer's submission of
a final development plan and with the
appropriate private investment demonstrated.
This morning staff is presenting a form of
Contract for Sale of Land for the
Commission-owned Senor Kelly lot and the
associated Facade Conservation Agreement
which allows the Commission to acquire a
real property interest in the exterior facade of
the existing historic building in exchange.
The terms of the contract allow for atwo-
phased approach to the construction, the first
of which is substantially underway. There is
also before the Commission today a
resolution authorizing the Board of Public
12
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
C. South Bend Central Development Area
continue ...
Works to direct the restoration work on the
exterior on the Commission's behalf.
Ms. Greene noted that this has been a
somewhat complex project. The
Commission is accepting as consideration a
facade conservation easement in an historic
building. The terms of the Contract for Sale
of Land have not been finalized, but Staff
desires to move the project along as
expeditiously as possible. The Commission
is being asked to approve the form of the two
agreements with the understanding that final
negotiations as to the exact terms are yet to
be completed. That will allow the developer
to move forward as quickly as possible
assuming that the Commission's standard
form of agreement is acceptable. However,
if there are material changes to the
documents, staff would be required to bring
the documents back to the Commission for
approval of the changes.
Upon a motion by Mr. King, seconded by
Mr. Downes and unanimously carried, the
Commission approved the form of Contract
for Sale of Land for Private Development.
(101 N. Michigan St.) and instructed Staff to
complete negotiation of the final form of
agreement consistent with Developer's
proposal which was previously approved by
the Commission.
COMMISSION APPROVED THE FORM OF
CONTRACT FOR SALE OF LAND FOR PRIVATE
DEVELOPMENT. (I ~ I N. MICHIGAN ST.) AND
INSTRUCTED STAFF TO COMPLETE NEGOTIATION
OF THE FINAL FORM OF AGREEMENT CONSISTENT
WITH DEVELOPER' S PROPOSAL WHICH WAS
PREVIOUSLY APPROVED BY THE COMMISSION.
13
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
C. South Bend Central Development Area
(3) Commission approval requested for Deed
of Facade Conservation Easement. (101 N.
Michigan St.)
Upon a motion by Mr. King, seconded by
Mr. Downes and unanimously carried, the
Commission approved the form of Facade
Conservation Easement. (1 O l N. Michigan
St.}and instructed Staff to complete
negotiation of the final form of agreement
consistent with Developer's proposal which
was previously approved by the Commission.
(4) Commission approval requested for
Resolution No. 2316 approving and
authorizing execution of an agency
agreement by and between the South Bend
Redevelopment Commission and the City
of South Bend, Indiana, Board of Public
Works relating to the All American Plaza
Project.
Ms. Laurent noted that once the Commission
takes possession of the facade, it is our intent
to direct and fund the restoration of it as part
of the overall project. The Agency
Agreement is our typical agreement to allow
that work to go through the Board of Public
Works.
Upon a motion by Mr. King, seconded by
Mr. Downes and unanimously carried, the
Commission approved Resolution No. 2316
approving and authorizing execution of an
agency agreement by and between the South
Bend Redevelopment Commission and the
City of South Bend, Indiana, Board of Public
COMMISSION APPROVED THE FORM OF FACADE
CONSERVATION EASEMENT. ~ I ~ I N. MICHIGAN
ST.) AND INSTRUCTED STAFF TO COMPLETE
NEGOTIATION OF THE FINAL FORM OF
AGREEMENT CONSISTENT WITH DEVELOPER' S
PROPOSAL WHICH WAS PREVIOUSLY APPROVED
BY THE COMMISSION.
COMMISSION APPROVED RESOLUTION N0.2316
APPROVING AND AUTHORIZING EXECUTION OF
AN AGENCY AGREEMENT BY AND BETWEEN THE
SOUTH BEND REDEVELOPMENT COMMISSION
AND THE CITY OF SOUTH BEND, INDIANA,
BOARD OF PUBLIC WORKS RELATING TO THE
ALL AMERICAN PLAZA PROJECT
14
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
C. South Bend Central Development Area
() continued...
Works relating to the All American Plaza
Project.
D. Sample-Ewing Development Area
There was no business in the Sample-Ewing
Development Area.
E. Airport Economic Development Area
(1) Commission appointments requested to
the Owners Association at Blackthorn
Board of Directors.
Mr. VUitwer noted that Greg Downes' term
on the Board of Directors of the Owners'
Association at Blackthorn has expired, so the
Commission needs to either reappoint him or
appoint someone else in his place.
Additionally, Bill Panzica has resigned from
the Board. The Association recommended
Bill Mischel to assume Mr. Panzica's place
on the Board. The Association's Bylaws
stipulate that the Redevelopment
Commission will appoint all three Board
members as long as the Commission owns
25% of the total land in Blackthorn
Corporate Park, which it does. Therefore,
two appointments are needed at this time.
Staff recommends reappointing Greg
Downes for a full three-year term and
appointing Bill Mischel of Shamrock to
fulfill the remaining two years of Bill
Panzica's term on the Owners Association at
Blackthorn Board of Directors. The term of
Greg Downes would last through 2009; the
15
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
C. Airport Economic Development Area
() continued...
term of Bill Mischel would last through
2008.
Upon a motion by Mr. King, seconded by
Mr. Blake and unanimously carried, the
Commission appointed Greg Downes and
Bill Mischel to the Board of Directors of the
Owners' Association at Blackthorn for terms
of three years and two years respectively.
(2) Commission approval requested for
proposal for professional services in the
Airport Economic Development Area.
(Engineering, South Bend Regional Public
Safety Teaching Center)
Mr. VVitwer noted that Ken Herceg &
Associates has submitted a proposal for
engineering services related to sewer and
water service for the proposed South Bend
Regional Public Safety Training Center to be
located at the South Bend Regional Airport.
The amount of the proposal is $67,400. .
Staff requests approval of anot-to-exceed
amount of $74,000.
Mr. King asked the status of the training
facility project and whether it was certain to
be built. Mr. Witwer responded that
planning for the facility is going forward,
though there is no timetable for its
construction. This engineering work is part
of the planning the City, Airport Authority
and County committed to. No work is
anticipated to proceed on the infrastructure
until the project is certain.
COMMISSION APPOINTED GREG DOWNES AND
BILL MISCHEL TO THE BOARD OF DIRECTORS OF
THE OWNERS' ASSOCIATION AT BLACKTHORN
FOR TERMS OF THREE YEARS AND TWO YEARS
RESPECTIVELY
16
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
C. Airport Economic Development Area
continue ...
Upon a motion by Mr. King, seconded by
Mr. Downes and unanimously carried, the
Commission authorized the request for
proposals in the Airport Economic
Development Area and accepted the proposal
from Ken Herceg & Associates for the scope
of services and anot-to-exceed amount of
$74,000.
F. South Bend Medical Services District
There was no business in the South Bend Medical
Services District.
G. West Washington-Chapin Development Area
There was no business in the West Washington-
ChapinDevelopment Area.
H. South Side Development Area
There was no business in the South Side
Development Area.
I. Northeast Neighborhood Development Area
There was no business in the Northeast
Neighborhood Development Area.
J. Douglas Road Economic Development Area
There was no business in the Douglas Road
Economic Development Area.
COMMISSION AUTHORIZED THE REQUEST FOR
PROPOSALS IN THE AIRPORT ECONOMIC
DEVELOPMENT AREA AND ACCEPTED THE
PROPOSAL FROM KEN HERCEG & ASSOCIATES
FOR THE SCOPE OF SERVICES ANOT-TO-EXCEED
AMOUNT OF $74,000
17
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
K. Other
(1) Presentation of proposals for disposition
services.
Mr. Laurent noted that staff has been
working with several commercial real estate
brokers to get the Redevelopment
Commission's disposition parcels listed for
sale. Staff has had consultations with CB
Richard Ellis, Grubb & Ellis/Cressy &
Everett, and The Stone Group. Proposals
were received from CB Richard Ellis and
Grubb & Ellis/Cressy & Everett. Each has
prepared a presentation for the public
meeting. The Stone Group declined to submit
a proposal. Each has prepared a presentation
for the public meeting.
Upon a motion by Mr. King, seconded by
Mr. Downes and unanimously carried, the
Commission acknowledged receipt of the
proposals from CB Richard Ellis and Grubb
& Ellis/Cressy & Everett and referred them
to staff for review and recommendation.
Mr. Doolittle thanked the Commission for
the opportunity to compete for this work.
Grubb & Ellis is a commercial real estate
company which specializes in a number of
disciplines: leasing and sales, development,
construction management, property
management, and municipal development
which provides services to cities and towns
that don't have much staff. In many cases
they use multiple disciplines to meet the
needs of a client. The expertise of its team is
extensive and broad. Sheral Litell and Mark
Miller will captain the team that markets the
Commission's property. Sheral Litell has
COMMISSION ACKNOWLEDGED RECEIPT OF THE
PROPOSALS FROM CB RICHARD ELLIS AND
GRUBB & ELLISICRESSY & EVERETT AND
REFERRED THEM TO STAFF FOR REVIEW AND
RECOMMENDATION
18
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
K. Other
() continued...
eighteen years experience in industrial and
office sales and leasing, as well as some
development in the City of South Bend.
Sheral Litell reviewed the highlights of the
Grubb & Ellis proposal. They view their role
as a partner with the Commission. They
understand the procedural constraints on
selling Commission-owned property; they
will locate prospects and provide the
Commission with the comprehensive
information it needs from prospects; and
they'll offer accountability through access to
online status information on all property.
Christian Davey pointed out Grubb & Ellis'
quarterly reports which show where the
market has gone and what the market trends
are. They catalog all the office, retail and
industrial space in St. Joseph County. They
use this information to properly position
themselves in the market.
Connie Ackles described Grubb & Ellis'
multi-layered marketing approach. Each
segment of the project will have its own
specific marketing campaign designed to sell
that property the best way they can. Grubb
& Ellis will offer an interactive Web site,
connection to the City's Web site and to that
of Project Future. They have staff members
who will develop the Web site and take care
of all technical aspects of making that site
easy to access. Their Web design can
include renderings, special aerials, mapping,
demographics, and customized web sites, as
19
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
K. Other
() continued...
well as an interactive property movie for
some or all of the properties. They'll have
flyers prepared and interactive marketing
packages.
In addition to the Web site, they maintain an
online log of all activity related to sale of
property. That site can be accessed by the
client with a password, which ensures Grub
& Ellis' accountability as our agent.
Mr. Doolittle noted that, remarkably, these
marketing tools have been successful in
getting prospects to make offers without even
setting foot in the community. In one
instance, a virtual office tour was e-mailed
all over the country to board of directors and
they could make a decision together on a
conference call. The company then did its
space planning with employees without
leaving the present office.
Mr. King asked how Cressy & Everett will
respond to skepticism that a Mishawaka real
estate firm could enthusiastically market
property in South Bend. He asked them to
explain how Grubb & Ellis would be the best
advisor for us. Mr. Doolittle agreed that the
perception of Cressy & Everett as a
Mishawaka real estate firm is a strong one.
He acknowledged that the question probably
refers to the fact that Cressy & Everett has
invested a great deal of money, time and
energy to promote and develop Edison Lakes
and whether it could be fair to its competitor,
Blackthorn? The answer is that Grubb &
20
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
K. Other
() continued...
Ellis isclient-centric. They work for either
the City of South Bend as a client or ABC
corporation as a client. They provide them
all the necessary information to make a
decision. The client makes the choice.
Grubb & Ellis doesn't steer. It's against the
law to steer. Grubb & Ellis is bound by the
law to treat fiduciary responsibilities the
same, whether it's Don Cressy or the City of
South Bend. They have a blend of services
and talents in the organization that can solve
unusual problems. Grubb & Ellis' slogan is
"We're property solutions worldwide."
That's how they approach everything. They
want to solve a problem. Mr. Doolittle said
Grubb & Ellis has wanted the opportunity to
market Commission land for a long time.
He's never been given the opportunity to
compete. He believes they can do one whale
of a job for the Commission.
Mr. Davey said Grubb & Ellis could always
put a rebuttal article in the paper, publish
stats that show they do about 70% of our
business in South Bend. They do work for
other communities like Crown Pointe. The
Commission will hire the people who have
the qualifications to do its job best.
Mr. Downes asked how compensation would
be structured. Mr. Doolittle responded that it
would depend on the services provided. If
selected, he's sure a compensation package
can be agreed to that meets both parties'
needs.
21
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
K. Other
() continued...
Mr. King asked if compensation would be
negotiated on acase-by-case basis. Mr.
Doolittle responded that he thought a general
compensation schedule could be defined, but
different kinds of cases require different
tools. It's hard to anticipate. If there's a
transaction that requires them to step to the
table and take some risk, he promised they' d
be right there. South Bend is one of the most
facility-rich communities in the State of
Indiana. There needs to be a solid plan that
can be executed to take advantage of those
rich facilities.
Mr. Toothaker reviewed the elements of the
CB Richard Ellis proposal. CB Richard Ellis
is a locally owned CB Richard Ellis partner.
There are CB Richard Ellis offices in other
nearby counties. They have handled requests
for property in our area from clients in the
surrounding counties. They believe the long
term value for an investment user is to locate
in the South Bend area.
CB Richard Ellis, nationally, is the biggest
real estate commercial group in the world.
The connections and contacts they have in
the Chicago market offer a lot of opportunity
for South Bend.
Mr. Toothaker also pointed out that CB
Richard Ellis has recently purchased
Trammel Crow Company, a large
commercial real estate service provider to
corporate users. As a result of the acquisition
of Trammel Crow, CB Richard Ellis has
22
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
K. Other
() continued...
three Tyco subsidiaries that are looking at
South Bend for relocation.
Mr. Toothaker believes that the research and
technology available to them through the CB
Richard Ellis connection enables them to be
as good or better than anyone else at
marketing the Commission properties. They
use all the technology available, including
the Web.
Mr. Toothaker also noted that there are a
number of junior people in their firm who are
focused on making direct contacts, in the
South Bend area and outside it, who can
encourage companies to expand, develop or
move into South Bend.
CB Richard Ellis is located in downtown
South Bend. They are passionate about
South Bend. They want to help the
Commission get its property off the books
and development onto the property.
Ms. Emberton addressed the communications
package they have available for corporate
services clients, including the CB Richard
Ellis name. All the standard communications
are available to the Commission: written
updates, presentations, brochures and fliers,
community market information and zoning
information, as well as Web based status
reports. The Web site would include all the
documents necessary for anyone interested in
developing on Commission-owned property.
Ms. Emberton said they would help the
23
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
K. Other
() continued...
Commission develop proposal documents
that would provide information on the
process, a purchase agreement, etc. Ms.
Emberton also spoke about the publications
they advertise in monthly or quarterly.
Ms Emberton stressed that the most
important feature they offer is their contacts
and relationships. They will help to assess
the strengths and weaknesses of each
property and evaluate the marketing
approach, giving each property the
appropriate exposure. They will also target
certain types of businesses we'd like to
attract to the community and use CB Richard
Ellis' internal network to target specific
companies they know are looking to relocate.
Mr. Toothaker summed up the presentation
by reiterating CB Richard Ellis' commitment
to an extensive marketing effort for the
Commission. They want to be the
ombudsman to work with the Commission
requirements for sale of its land.
Mr. King agreed that the economy is
regional, but noted that the Commission is
interested in selling property in South Bend,
increasing assessed valuation in South Bend
and bringing jobs to South Bend. The
Commission wants to use property it owns to
make those things happen. The Commission
needs its agent to have the same attitude. Mr.
King asked how the CB Richard Ellis team
would approach an inquiry for land: would it
offer the region, or push South Bend. Mr.
24
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
6. NEW BUSINESS (CONT.)
K. Other
() continued...
Toothaker responded that they would be
dedicated to the Commission and the
property they have to sell. They don't have
properties to sell in the surrounding
communities. The regional resources serve
to provide this team with potential clients
who could build here. They can sell South
Bend to companies who have made contacts
in nearby areas because of the amenities
South Bend has.
7. PROGRESS REPORTS
There were no reports.
8. NEXT COMMISSION MEETING
PROGRESS REPORTS
The next meeting of the Redevelopment Commission is NEXT COMMISSION MEETING
scheduled for Friday, March 2, 2007 at 10:00 a.m.
9. ADJOURNMENT
There being no further business to come before the ADJOURNMENT
Redevelopment Commission, Mr. King made a motion
that the meeting be adjourned. Mr. Downes seconded
the motion and the meeting was adjourned at 11:30 a.m.
Donald E. Inks, Director
25
South Bend Redevelopment Commission
Regular Meeting -February 16, 2007
EXECUTIVE SESSION
February 16, 2007
The South Bend Redevelopment Commission met in Executive Session on Friday,
February 7, 2007, at 8:45 a.m. The meeting was held in Room 1200 County-City Building, 227
West Jefferson, South Bend, Indiana, for the purposes specified in I.C. 5-14-1.5-6.1(b)(2)(D).
Commissioner's Present: Marcia Jones, President; Karl King, Vice President; and Hardie Blake.
Others Present: Jeff Gibney, Executive Director, Community & Economic Development,
Attorney Cheryl Greene, Attorney Shawn Peterson, Bill Schalliol, Nick Witwer, Andy Laurent,
Jennifer Laurent, and Robert Mathia. The Commission certifies that no topic was discussed other
than the subject matter specified in the Public Notice. The Executive Session was adjourned at
9:50 a.m.
CITY OF SOUTH BEND,
DEPARTMENT OF REDEVELOPMENT
Signature
Printed Name and Title
South Bend Redevelopment Commission
26