HomeMy WebLinkAbout08-08-02 Redevelopment Commission MinutesI
A
SOUTH BEND REDEVELOPMENT COMMISSION
SPECIAL MEETING
August 8, 2002
8:15 a.m.
Presiding: Robert W. Hunt, President
1. ROLL CALL
Members Present:
227 West Jefferson Boulevard
South Bend, Indiana
Mr. Robert W. Hunt, President
Ms. Marcia Jones, Vice - President
Mr. Philip J. Faccenda, Secretary
Mr. Matt Kahn
Ms. M. Catherine Roemer
Redevelopment Staff: Mr. Donald Inks, Director
Ms. Pamela Morris, Recording Secretary
Mr. Owen Rock, Assistant Director
Mr. Bob Case, Senior Econ Development Planner
Mr. Marco Mariani, Senior Comm Development Planner
Others Present:
2. APPROVAL OF MINUTES
There were no minutes for approval.
3. APPROVAL OF CLAIMS
There were no claims for approval.
4. COMMUNICATIONS
There were no Communications.
5. OLD BUSINESS
There was no Old Business.
6. NEW BUSINESS
A. Tax Abatements
There were no tax abatements.
Mr. Jon Hunt, CED, Executive Director
1
THERE WERE NO MINUTES FOR APPROVAL.
THERE WERE NO CLAIMS FOR APPROVAL.
THERE WERE NO COMMUNICATIONS.
THERE WAS NO OLD BUSINESS.
THERE WERE NO TAX ABATEMENTS.
South Bend Redevelopment Commission
IL Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
B. Housing
There was no housing business.
C. South Bend Central Development Area
There was no business in the South Bend
Central Development Area.
D. Sample -Ewing Development Area
THERE WAS NO HOUSING BUSINESS.
THERE WAS NO BUSINESS IN THE SOUTH BEND
CENTRAL DEVELOPMENT AREA.
(1) Commission approval requested for
proposal for rehabilitation services in the
Sample -Ewing Development Area.
(Wenger Homestead -Local & National
Historic Landmark Property, 701
Pennsylvania Avenue)
Mr. Mariani reported that he was pleased to
present this project to the Commission. In
the past eighteen months, more than a dozen
prospective buyers have gone through the
Wenger Homestead with only one serious
offer to purchase the property. Mr. Mariani
noted that offer did not meet the conditions
placed by the City as far as inspections,
single family home ownership, etc. Mr.
Mariani advised that he has received several
calls, as well as some personal visits, from
homeowners living adjacent to the property.
They are extremely concerned about
individuals breaking into the house and/or
vandalizing the property. The house has
become a real liability for the neighborhood.
The City is in the process of building twelve
new homes north of this property. The
Mayor and Council have allocated
$1.4 million for a new park that will start
construction this fall, possibly November.
2
THERE WAS NO HOUSING BUSINESS.
THERE WAS NO BUSINESS IN THE SOUTH BEND
CENTRAL DEVELOPMENT AREA.
South Bend Redevelopment Commission
Special Meeting — August 8, 2002
6. NEW BUSINESS (CONT.)
D. Sample -Ewing Development Area
(1) continued...
Mr. Mariani stated that it is necessary that
staff move quickly to stabilize and secure
this house, avoid further deterioration, turn it
into an asset and then work to get it sold.
Staff have put together a bid specifications
package to clean out the interior of the house
and stabilize the exterior of the house and
the site including a listing of improvements
such as adding a front porch, installing
gutters, down spouts and new windows. Bid
specifications were sent to eleven (11)
contractors within the community. Four (4)
or five (5) contractors actually went through
the house and inspected it. There were only
two contractors who submitted bids. The
bids are as follows:
Tri-M Construction, Inc. $ 80,350
Warner Construction, Inc. $245,900
Staff requests that the low bid of $80,350 be
awarded to Tri-M Construction, Inc. Funds
will be paid out of the Sample -Ewing TIF
and that a contract for professional services
be executed immediately. It is anticipated
that the work will be completed by
November 29, 2002.
Ms. Roemer inquired if staff had previous
knowledge of Tri-M Construction.
Mr. Mariani responded that Tri-M
Construction has done a lot of work with the
City through the Affordable Loan Program,
the Repair Grant Program and the Housing
z
South Bend Redevelopment Commission
Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
D. Sample -Ewing Development Area
(1) continued...
Repair and Improvement Program, and that
the City's inspectors are very comfortable
with Tri-M's work.
Ms. Roemer questioned the price difference
between the two proposals received and the
fact that Tri-M was able to begin
construction immediately in the middle of
the prime construction season.
Mr. Mariani explained that Tri-M
Construction has their own wood working
shop and can manufacturer special pieces in-
house thus saving time and money.
Mr. Robert Hunt asked for clarification of
the source for funds involved and an
estimate of the selling price after
rehabilitation.
Mr. Mariani responded that the funds would
come from the Sample -Ewing Development
Area TIF. A realtor such as F M Stone will
appraise the property upon completion, give
an estimated price range for selling and try
to market the property at that time. Mr.
Mariani noted that the structure is worth
saving and that there is a reasonable
expectation of getting some of the funds
back.
It was noted by Mr. Robert Hunt that this
house is on the National Historic Landmark
list.
4
South Bend Redevelopment Commission
Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
D. Sample -Ewing Development Area
(1) continued...
Mr. Mariani agreed and acknowledged that
the house cannot be demolished. It could,
however, be moved which would not solve
the problem of deterioration.
Ms. Jones asked if Tri-M Construction had
previous experience in the rehabilitation of
historic homes.
Mr. Mariani replied that they do have prior
experience.
Recent and past photos of the house and site
were circulated for viewing.
Upon a motion by Ms. Jones, seconded by
Ms. Roemer and unanimously carried, the
Commission approved the proposal for
rehabilitation services in the Sample -Ewing
Development Area. (Wenger Homestead -
Local & National Historic Landmark
Property, 701 Pennsylvania Avenue)
E. Airport Economic Development Area
(1) Staff report on disposition of property in
the Airport Economic Development Area.
Mr. Rock reported on a bid submitted by
developer Steve Cooreman for the purchase
and development of property owned by the
Commission and commonly known as the
"Dale Park 19 Acres" in the Airport
Economic Development Area. The property
consists of approximately 19 acres and the
5
COMMISSION APPROVED THE PROPOSAL FOR
REHABILITATION SERVICES IN THE SAMPLE -
EWING DEVELOPMENT AREA. (WENGER
HOMESTEAD -LOCAL & NATIONAL HISTORIC
LANDMARK PROPERTY, 701 PENNSYLVANIA
AVENUE)
South Bend Redevelopment Commission
IL Special Meeting — August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(1) continued...
proposed purchase price is $62,700 or
$3,300 per acre. The required faithful
performance guarantee of 10% of the
purchase price ($6,270) has been submitted
by the Developer. The Developer proposes
to build approximately 105 villas ranging in
price from $170,000 to $250,000 when the
19 acre site is assembled with the adjacent
40 acre site that is currently owned by
Mr. Cooreman. The Developer is also
proposing to develop an additional
101 residential homes ranging in price from
$150,000 to $300,000 on a site located to the
northwest and situated outside of the city
limits. Mr. Rock noted that the Developer
proposes to start construction as soon as
possible in anticipation of entering the
development project in the Panorama of
Homes for marketing.
Staff recommends selling the Dale Park
19 Acres to Mr. Cooreman because this type
of residential housing in this price range is
currently not available in South Bend and
such a project would be of public benefit
and utility to the City and its citizens. It is
anticipated that the proposed project will
help to attract new businesses by making
this type of housing available and overall
facilitate an increase in temporary and
permanent employment opportunities.
In addition to requesting approval by the
Commission to sell the Dale Park 19 Acres
to Mr. Cooreman, staff is also requesting
6
South Bend Redevelopment Commission
,; Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(1) continued...
Commission approval on a Memorandum of
Understanding (MOU) related to the overall
development projects. Finally, assuming
that the Commission approves both the land
sale and the MOU, and ultimately a
Development Agreement based on the
MOU, then staff would recommend and
request Commission approval to permit the
proposed Developer to have site access prior
to closing.
The Commission chose to hear the balance
of the presentation for the Villas at Lake
Blackthorn and Westwood Knolls at
ILBlackthorn projects before taking any action
on item 6.E.1.
(2) Commission approval requested for
Memorandum Of Understanding between
the City of South Bend, Indiana and the
Cooreman Real Estate Group, Inc. for the
Villas at Lake Blackthorn and Westwood
Knolls at Blackthorn projects.
(3) Commission authorization requested for
site access by Cooreman Real Estate
Group, Inc. (Key No. 25- 1010 -0177,
commonly referred to as the Dale Park
parcel)
Mr. Inks advised the Commission that
Resolution No. 1903 approving the
execution of a Development Agreement and
other related documents associated with the
Villas at Lake Blackthorn and Westwood
C
CON MISSION CHOSE TO HEAR THE BALANCE OF
THE PRESENTATION FOR THE VILLAS AT LAKE
BLACKTHORN AND WESTWOOD KNOLLS AT
BLACKTHORN PROJECTS BEFORE TAKING ANY
ACTION ON ITEM 6.E.1.
South Bend Redevelopment Commission
Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(2) and (3) continued...
Knolls at Blackthorn projects will be
substituted for items 6.E.2 and 6.E.3. and
that Resolution No. 1903 encompasses both
items.
Mr. Inks requested that the approval of
Resolution No. 1903 be added to the agenda.
(4) Commission approval requested for
Resolution No. 1903 approving the
execution of a Development Agreement
and other related documents associated
with the Villas at Lake Blackthorn and
Westwood Knolls at Blackthorn projects.
Mr. Jon Hunt presented the following
information to the Commission on behalf of
staff, city attorney and developer:
Mr. Hunt began first by thanking the
Commission for attending the Special
Meeting which was called specifically to
address various timing issues related to the
projects. One of those issues include a
chance to have the first Panorama of Homes
site in the City of South Bend which would
also significantly assist in marketing/selling
this overall project, thereby ensuring project
success. There is a deadline on the
presentation to the Home Builders
Association and it is essential that the
Developer show progress in assembling the
site and evidence of the private - public
partnership in order to be considered for the
Panorama. City staff may accompany Mr.
8
South Bend Redevelopment Commission
Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(4) continued...
Cooreman to his presentation to the Home
Builders Association. Even absent the
Panorama of Homes, there is major work to
be done by both the City and the Developer,
in terms of the site, so that builders can
begin construction in October or November.
The Mayor authorized Assistant City
Attorney Cheryl Greene and Mr. Jon Hunt to
complete the negotiations with Mr.
Cooreman. Several minor negotiation points
are currently being finalized. Mr. Hunt
previously provided the Commission with a
Memorandum of Understanding (MOU)
between the City of South Bend, Indiana and
ILthe Cooreman Real Estate Group, Inc. for
the Villas at Lake Blackthorn and Westwood
Knolls at Blackthorn Projects. It was noted
that there will be non - significant revisions
made to the document.
Mr. Hunt continued by advising Resolution
No. 1903 recognizes the Memorandum of
Understanding between the City and the
developer. In terms of Redevelopment
Commission action and authority,
Resolution No. 1903 will do several things.
It approves and endorses the project
described in the MOU. It directs and
authorizes staff and legal counsel to
negotiate and complete a legally binding
Development Agreement. It also authorizes
completion of a Contract for Sale of Land
for Private Development and a Quit Claim
Deed. All of the previously mentioned
documents will be scheduled for approval by
9
South Bend Redevelopment Commission
IL Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(4) continued...
the Commission at its regular meeting
scheduled for August 16, 2002. Resolution
No. 1903 further authorizes the President of
the Commission to execute and the Vice
President or Secretary to attest the various
documents suggested and completed by legal
counsel. In addition, upon receipt of
appropriate indemnification from Mr.
Cooreman, Resolution No. 1903 will allow
the developer to access the site prior to
closing on the real estate transaction. Mr.
Hunt noted that this was not an unusual
action and was very recently done on the
TJX Project.
{
In February 2001, the staff gave a report to
the Commission recommending the sale of
the Dale Park 19 Acres involved to the
L
Cooreman Real Estate Group. At that time,
for a variety of reasons, the project was not
able to proceed.
Referencing the attached map, Mr. John
Hunt noted that Section "A ", known as the
Dale Park 19 Acres, is already located
within the City and Mr. Cooreman has
started the annexation process (which is
before the City Council now) to immediately
annex the forty (40) acre site labeled
Section `B" into the City as well. There
would then be approximately sixty (60)
acres to be located in the City. The
Westwood Villas at Blackthorn Project
would consist of 105 villas ranging in price
from $170,000 to $250,000 each, around a
10
South Bend Redevelopment.Commission
Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(4) continued...
10 acre lake. At the same time,
Mr. Cooremen will begin to develop 100+
single family homes in Section "C" ranging
in price from $150,000 to $300,000 on City
water and sewer. Section C will remain
outside the city limits. The annexation
process for Section "C" would not begin
until the subdivision in Section C is
substantially complete.
Mr. Hunt continued to explain that the MOU
requires the City to bring main line sewer
west to Orange Road. The Developer will
then be responsible for main line sewer up
Orange Road to the area that will be
annexed in the future (Section "C "). The
Developer will also be responsible for all
internal site improvements including water
and sewer, road work, excavation, street
lights, etc. for both Projects. The residents
buying homes in Section "C" will be on City
water and sewer and will be required to enter
into a compact that will necessitate those
homeowners to pay a differential property
tax rate, (not the County rate), but a higher
tax rate. It would be a 50% differential
between the City's tax rate and the County
tax rate. This would generate additional
monies for the City. These amounts will
probably be invoiced on water bills. In
addition, because these homes are initially
outside the City, there will be a surcharge on
the utility services. At some point in time,
perhaps five (5) years, the City will move on
annexation assuming the Project is
11
South Bend Redevelopment Commission
Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(4) continued...
substantially complete. The Developer has
asked that Sections "A" and `B" receive tax
abatement when it is annexed. Developer
has been advised during negotiations of the
MOU that neither the Commission, nor the
City administration has control over the tax
abatement process. The City administration
can only endorse and support the petition to
the Commission, and to the City Council,
but there can be no assurances that
Developer's petitions for tax abatement
would be granted.
An additional issue under the MOU for the
ILI Developer is the property that borders west
of Section "C ". Section "C" on Westwood
Knolls will be entirely residential and the
Developer would like the City to only
support residential development in that
quadrant where it touches the Westwood
Knolls development and not commercial
development of any kind. Mr. Jon Hunt
indicated that this was a reasonable request.
Ms. Roemer asked what was meant by
"reasonable support".
Mr. Jon Hunt responded that the City would
not verbally support industrial or
commercial development in that quadrant.
Mr. Robert Hunt commented that the market
will determine eventually what the ultimate
development in that area will be. He noted
the Commission could not guarantee future
12
South Bend Redevelopment Commission
ILI Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(4) continued...
development plans and cannot commit
future Commissions.
Ms. Roemer commented that the property
contemplated in the Development agreement
is presently not in the City and that any
future development plans can clearly be
supported verbally, and, at the same time,
the City administration can not go out of its
way to block a project nor take action
concerning property over which the City has
no control.
Mr. Jon Hunt advised that Mr. Rock and Mr.
ILI Case are currently working on updating the
Airport Economic Development Area Plan.
It is anticipated that staff will later
recommend to the Commission that the
Airport Economic Development Plan be
amended to reflect uses consistent with the
residential character of this area.
Ms. Roemer asked for clarification regarding
the requirements for annexation of (Section
"C ") in the future.
Mr. Jon Hunt explained that pursuant to the
MOU, as well as the legally binding
Development Agreement to be approved at
the next meeting, the City will institute
annexation on the site within a set period of
time (approximately four to five years, or
when the project is ninety percent complete).
13
South Bend Redevelopment Commission
Special Meeting — August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(4) continued...
Ms. Roemer asked the value of a tax
abatement for the area. If the residents are
entering into "the compact ", and paying the
fifty (50 %) percent differential between the
City and County tax rates and the utility
surcharge, she questioned if it would
actually be less expensive for them. Ms.
Roemer commented that the reason the
residents do not want to annex is because
they will be receiving City utilities, but will
not be paying City taxes. Ms. Roemer
asked if the residents would be eligible for
tax abatement if annexed.
ILMr. Jon Hunt replied that under State law
there is a provision that allows, under
annexation of a fully developed residential
area, for the City to phase -in the amount of
property taxes over a period of time.
Mr. Jon Hunt addressed other issues in the
MOU. He noted the City has a series of
priorities for the expenditure of the
approximately $67,000 sale proceeds. There
are a number of monitoring wells located on
the property. If the Developer's plan calls
for one of those wells to be relocated, the
money would be used for that purpose by
request to the Board of Public Works. There
is also a water line adjacent to the Villa
Development which the City engineers
could extend to the Villa site. The
developer has also asked for City support
with the County and State in terms of fast -
tracking and obtaining waivers.
14
South Bend Redevelopment Commission
Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(4) continued...
One of the largest obstacles is the difference
between the County and City standards on
subdivisions. Referencing Section "A ", the
County agrees to City standards because
Section "A" is actually located in the City;
however, with Section `B" the County
Engineer could require that the development
be built to County standards, even if it will
be annexed into the City in the near future.
From the City's perspective, the Public
Works Department will be asked to agree to
indemnify the County against any damages
that would occur should Section `B" not be
annexed and it became necessary that
County standards to be reapplied to the
Development. Even from a conservative
standpoint, staff is extremely confident that
the annexation will go forward. It was noted
that the tough challenge currently is the
County allowing Section `B" to be built to
City standards at all. Referencing Section
"C ", the Westwood Knolls site, without
knowing exactly when annexation would
occur, the entire site would be built to
County standards.
Mr. Case advised that there are major design
standard differences between the County's
regulations and the City's regulations,
particularly regarding roads and drainage.
Mr. Jon Hunt also advised that the
Developer has asked for the right to use the
name "The Villas at Lake Blackthorn" for
Sections "A" and `B" in referencing the ten
15
South Bend Redevelopment Commission
Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(4) continued...
(10) acre pond, and to use the name "The
Westwood Knolls at Blackthorn" for Section
"C ". Mr. Hunt indicated that keeping the
name `Blackthorn" in public view would
certainly be beneficial and will hopefully
attract future residents and potential
businesses to that area.
Another request made by the developer is
that, consistent with applicable law, the City
retain Abonmarche Consultants to design
their sewer lines. It is anticipated that
Abonmarche will be designing the sewer
lines for both the sewer extension on Orange
Road and the interior lines for both the
Westwood Knolls project and the villa
project. Both clients utilizing the same
consultant would ultimately streamline the
process and is not inconsistent with past
practice in projects such as the one
contemplated by this agreement.
Mr. Jon Hunt noted that the MOU is
referenced as a project description in
Resolution No. 1903. Resolution No. 1903
approves and endorses the Project as
described in the MOU, authorizes and
directs staff and Legal counsel to negotiate
and prepare real estate development
documents consistent with the MOU,
authorizes the President and Vice President
or Secretary to sign the agreements in a form
acceptable to legal counsel and further
permits Developer site access upon receipt
of a signed indemnity agreement.
16
L
14
South Bend Redevelopment Commission
Special Meeting— August 8, 2002
6. NEW BUSINESS (CONT.)
E. Airport Economic Development Area
(4) continued...
Upon a motion by Ms. Roemer, seconded by
Ms. Jones and unanimously carried, the
Commission approved Resolution No. 1903
approving the execution of a Development
Agreement and other related documents
associated with the Villas at Lake
Blackthorn and Westwood Knolls at
Blackthorn projects.
7. PROGRESS REPORTS
There were no progress reports.
8. NEXT COMMISSION MEETING
The next Regular Meeting of the Redevelopment
Commission is scheduled for August 16, 2002 at
10:00 a.m.
9. ADJOURNMENT
There being no further business to come before the
Redevelopment Commission, Ms. Jones made a
motion that the meeting be adjourned. Ms. Roemer
seconded the motion and the meeting was adjourned
at 8:50 a.m.
t
Robert W. Hunt, President
17
COMMISSION APPROVED RESOLUTION NO. 1903
APPROVING THE EXECUTION OF A DEVELOPMENT
AGREEMENT AND OTHER RELATED DOCUMENTS
ASSOCIATED WITH THE Val-AS AT LAKE
BLACKTHORN AND WESTWOOD KNOLLS AT
BLACKTHORN PROJECTS.
THERE WERE NO PROGRESS REPORTS.
NEXT COMMISSION MEETING
ADJOURNMENT
i /" 7 � - 0 z'
Donald E. Inks, Director
Foreman Residential Pre
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