HomeMy WebLinkAboutConfirming Tax Abatement - Lock Joint Tube LLC and/or its affiliates 1217 S. Walnut Street (5 Yr. Real Property)Attes
RESOLUTION
4187 -12
Passed by the Common Council of the City of South Bend, Indiana
May 29, 2012
Presented by me to the Mayor of the City of South Bend, Indiana
May 30, 20 12
City Clerk
dent of Common Council
Approved and signed by me 3 s 20 ( L
City Clerk
0
RESOLUTION NO.
A RESOLUTION CONFIRMING THE ADOPTION OF A
DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS
WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY
KNOWN AS
1217 S. WALNUT STREET
AS AN ECONOMIC REVITALIZATION AREA FOR
PURPOSES OF A 5 (FIVE) YEAR REAL
PROPERTY TAX ABATEMENT FOR
LOCK JOINT TUBE, LLC and /or ITS AFFILIATES
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
1217 S. Walnut Street, South Bend, Indiana, and which is more particularly described as
follows:
A tract of land in the City of South Bend, County of St. Joseph, and State
of Indiana, situated in the Northwest Quarter of Section 14, and the
Northeast Quarter of Section 15, Township 37 North, Range Two (2)
East, bounded by the following described line:
Beginning at a point in the West line of Walnut Street, 1239.70 feet South
of the South line of Sample Street, which point is 587.95 feet South of the
South line of the Sanders and Egbert Tract, as conveyed by deeds
recorded in Deed Record 118, page 428, and Deed Record 121, page 320;
thence on an assumed bearing of South 00 °00'49" East along said West
line of Walnut Street 479.91 feet; thence South 89 °54'12" West, 725.03
feet; thence South 61 °54'12" West, 42.91 feet; thence South 89 °23'32"
West, 437.13 feet; thence North 00 °00'49" West parallel with said West
line of Walnut Street, 504.26 feet; thence North 89 °55'05" East, 1200 feet
to the place of beginning.
and which has Key Number 018 - 8021 - 084503 a/k/a 71- 08 -15- 276 - 003.000 -026, be
designated 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 Indiana 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 from interested persons; and
WHEREAS, the Council has determined that the qualifications for an economic
revitalization area have been met.
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of
South Bend, Indiana, as follows:
SECTION I. The Common Council hereby confirms its Declaratory Resolution
designating the area described herein as an Economic Revitalization Area for the
purposes of tax abatement. Such designation is for Real property tax abatement only and
is limited to two (2) calendar years from the date of adoption of the Declaratory
Resolution by the Common Council.
SECTION II. The Common Council hereby determines that the property owner is
qualified for and is granted Real property tax deduction for a period of 5 (five) years , and
further determines that the petition, the Memorandum of Agreement between the
Petitioner and the City of South Bend, and the Statement of Benefits comply with
Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana Code
6- 1.1 -12 etseQ.
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.
FXESENTED l2.
NOT APPROYE11
ADOPTED'
V
Member of the Common Council
Filed in Pir ' 9 Off ice
F NiAY 2012
CITY CLERK, Cad, 1141 BF—N®, ON
Red in Cie �
MAY U 12
JOHN VOO E
CITY C_ ®- TH SENo, I�
TAX ABATEMENT REPORT
TO: SOUTH BEND COMMON COUNCIL
FROM: KATHY HAHN
SUBJECT: REAL PROPERTY TAX ABATEMENT PETITION FOR:
LOCK JOINT TUBE, LLC, 1215 SOUTH WALNUT STREET
DATE: May 14, 2012
On March 29, 2012, a petition for real property tax abatement consideration for property located at 1217
South Walnut Street was filed with the City Clerk by Attorney Richard Deahl, agent for Lock Joint Tube,
LLC.
The real property tax abatement petition describes new investment in two primary building projects. First,
there will be the removal and reconstruction of a new and raised roof structure (raised from 15 feet to 40
feet) covering approximately 60,000 square feet of manufacturing space. Second, they will construct a
new 30,000 square foot addition for additional manufacturing, storage, and shipping space. These real
estate investments will cost between $1.0 million and $1.6 million. Please note that the contractor
information was largely unknown at the time the designating resolution was approved. The information
on the contractors is now available and based on the information attached they qualify for a five year real
property tax abatement. Based on a project cost of $1.0 million with a five year term,.the taxes abated
would be $40,871 based on the approved term. The taxes paid will be $281,511. Based on a project cost
of $1.6 million with five year term, the taxes abated would be $82,397 and the taxes paid would be
$329,364.
14- May -12
* Qualification for each Public Benefit Item based on best available information at time of application or
good faith determination if no information available.
Lock Joint Tube
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%
N
0
65
D.
400% and Over
N
0
52
Sub -total Super Size Projects:
93
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
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:
59
141
4. Wage & Benefit Related:
A.
Pay Target Wage Levels
Y
33
33
B.
Provide Health Benefits
Y
34
34
C.
Provide Pension Benefits
Y
29
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:
124
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:
394
1000
* Qualification for each Public Benefit Item based on best available information at time of application or
good faith determination if no information available.
Lock Joint Tube
Additional Years of Abatement
Multi - family Development Projects:
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 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: 394
Base Years of Abatement 3
Additional Years of Abatement: 2
Total Years of Abatement: 5
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F- p
I200 COUNTY -CITY BUILDING
22.7 W. JEFFERSON BOUI.F.vARD
SOUTH BEND, INDIANA 466oi -1830
March 29, 2012
PHONE 5741 23 5-9371
FAX 574/235 -902I
CITY OF SOUTH BEND PETE BLTTTIGIEG, MAYOR
COMMUNITY & ECONOMIC DEVELOPMENT
Council Member, Chairperson Henry Davis
Community & Economic Development Committee
South Bend Common Council
4th Floor, County -City Building
South Bend, IN 46601
RE: Personal Property Tax Abatement Petition and Real Property Tax Abatement Petition for:
Lock Joint Tube, LLC
Dear Council Member:
Please find attached the Department of Community & Economic Development's report on a personal property
tax abatement petition and a real property tax abatement petition for the above - referenced petitioner. Also
attached are copies of the petitions, Statement of Benefits forms, and supporting information. The project
calls for the acquisition and installation of new equipment as part of the company's planned increase in
productive capacity in its facility located at 1217 South Walnut Street. The company also plans to construct an
addition and raise the existing roof on the present building.
The report contains the Department's findings relative to the above petitions. Lock Joint Tube will be
purchasing and installing new manufacturing equipment. The total project cost for the equipment is estimated
between $8.0 and $9.0 million. The project meets the qualifications for a (5) five -year personal property tax
abatement. With the real property improvements, the Company will qualify for a four or a five year real
property tax abatement. A representative from Lock Joint Tube will be available to meet with the Committee
on Monday, April 23, 2012.
Additionally, Lock Joint Tube is located in the Urban Enterprise Zone and may qualify for the Enterprise Zone
Investment deduction. This is a 10 -year deduction which covers 100% of assessed value from new investment,
but requires the company to contribute 25% of savings to the Urban Enterprise Association. The department
recommends that should the company receive the UEZ designation, the Tax Abatement designation shall
become null and void.
COMMUNITY DEVELOPMENT ECONOMIC DEVELOPMENT
PAMELA C. MEYBR DONALD E. INKS
5741235-966o 5741 z3 5-9377
FAX: 5741235-9469
South Bend Common Council
RE: Tax Abatements for Lock Joint Tube, LLC
March 29, 2012
Page 2
The Company 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.
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 -9278.
Sincerely,
Kathy Hahn
Economic Development Specialist
Attachments
cc: South Bend Common Council Members
Mayor Pete Buttigieg
Aladean DeRose
Don Inks
I200 COUNTY -CITY BUDDING
22.7 W JEFFERSON BOUI.E.VARD
SOUTH BEND, INDIANA 466oi -1830
PHONE 574/ 23 5-9371
FAX 574/235-9021
CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR
COMMUNITY & ECONOMIC DEVELOPMENT
TAX ABATEMENT REPORT
TO: SOUTH BEND COMMON COUNCIL
FROM: KATHY HAHN
SUBJECT: PERSONAL PROPERTY TAX ABATEMENT PETITION AND REAL PROPERTY TAX
ABATEMENT PETITION FOR:
LOCK JOINT TUBE, LLC,1215 SOUTH WALNUT STREET
DATE: March 29, 2012
On March 29, 2012, petitions for personal property tax abatement and real property tax abatement
consideration for property located at 1217 South Walnut Street were filed with the City Clerk by Attorney
Richard Deahl, agent for Lock Joint Tube, LLC. Pursuant to Chapter 2, Article 6, Section 2 -77 of the
Municipal Code of the City of South Bend, these petitions were 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 -12.1 and whether all zoning
requirements have been met.
The Department of Community and Economic Development has reviewed the petitions (copies of which
are attached), investigated the area, and makes the following combined report.
PROJECT SUMMARY
The company will invest between $8.0 and $9.0 million in the purchase and installation ofnew manufactu-
ring, information technology, and logistical distribution equipment to expand its production capabilities at
its Walnut Street facility. This equipment will increase the length, wall thickness, and width of steel
tubing that can be manufactured as well as enhance the coating, weld capabilities, and overall quality
control standards for production of finished goods. These increased capabilities will expand the types of
products the Petitioner can manufacture and will expand its existing markets, plus open new markets such
as automotive axles, roll -over production systems and other heavy structural applications. Total taxes
abated during the five -year abatement period range from $353,006 to $397,132, depending upon the final
amount the company will invest in the new equipment.
Additionally, Lock Joint Tube is located in the Urban Enterprise Zone and may qualify for the. Fnterrn;se
Zone InvdftPxM'kdftvk@m -NThis is a 10 -year deduction which covers FOOR of &Yns IEvalue from new
PAMELA C. MEYER DONALD E. INKS
574/235-966o 574/235-937r
FAX: 574/23 5-9469
South Bend Redevelopment Commission
RE: Tax Abatements for Lock Joint Tube, LLC
March 29, 2012
Page 2
investment, but requires the company to contribute 25% of savings to the Urban Enterprise Association.
The department recommends that should the company receive the UEZ designation, the Tax Abatement
designation shall become null and void.
The real property tax abatement petition describes new investment in two primary building projects. First,
there will be the removal and reconstruction of a new and raised roof structure (raised from 15 feet to 40
feet) covering approximately 60,000 square feet of manufacturing space. Second, they will construct a
new 30,000 square foot addition for additional manufacturing, storage, and shipping space. These real
estate investments will cost between $1.0 million and $1.6 million. Please note that the contractor
information (on the real estate petition) is largely unknown at this time although they do want to use
MidStates Construction as the primary contractor, and they know that a prefabricated metal building
(which is not available locally) will be a large purchase. Based on the preliminary information, they
should qualify for a four or five year real property tax abatement. The term that they qualify for will be
known by the date set for obtaining the confirming resolution. Based on a project cost of $1.0 million
with a four or five year term, the taxes abated would range from $62,311 to $74,542 based on the
approved term. Based on a project cost of $1.6 million with a four or five year term, the taxes abated
would range from $99,698 to $119,267 based on the approved term.
EMPLOYMENT IMPACT
Per the petitions, it is estimated that the projects will create seven to eleven new, permanent, full -time jobs
within the first year of production representing a payroll of $210,000 to $330,000; and, the projects will
maintain (56) fifty six existing, permanent full -time and no existing, part-time jobs representing an annual
payroll of $2,300,000.
ABATEMENT QUALIFICATION
A review of the tax abatements previously granted finds that the petitioner has been granted or
associated with (3) three previous tax abatements.
Term /Tyne
Resolution No.
Date
5 -year personal property
3621 -06
08/14/06
5 -year personal property
3308 -04
03/08/04
10 -year real property
2952 -00
11/27/00
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 Sample -Ewing Development Area, which is a Tax Incremental Allocation Area; therefore, the
petitions for personal property and real property must first be approved by the South Bend
Redevelopment Commission.
4. A review of the South Bend Urban Enterprise Zone finds that the property is located in the Zone
Area; therefore, it is recommended that should the company receive the UEZ designation, the Tax
Abatement designation shall become null and void. The Company 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.
5. 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. The real property project will qualify for a four or five year
property tax abatement pending further information on the contractors.
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D) _
CITY OF SOUTH BEND PETITION FOR
REAL PROPERTY TAX ABATEMENT CONSIDERATION
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 I.C. § 6- 1.1- 12.1 -1 et seg., and South Bend Municipal Code
Section 2 -76, et 5eMc ., 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.
Lock Joint Tube, LLC and /or its affiliates (the "Petitioner ") manufacturers mechanical
and structural Grade steel tubing in Indiana (and other states) for use in various industries,
including (among others) thers) automotive, recreational vehicle, office /furniture, healthcare
and construction. The proposed project includes new investment in two primary building
projects, including (1) the removal and reconstruction of a new and raised roof structure
(raised from 15' to 40') covering approximately 60,000 square feet of manufacturing
space; and (2) a new building addition containing approximately 30,000 square feet to be
used for additional manufacturing storage and shipping space, all located at the Lock
Joint Tube, LLC facility on S. Walnut Street in South Bend. The Petitioner anticipates
that these real estate investments will cost between $1,000,000 and $1,600,000. This
proposed investment is being considered in connection with Petitioner's investment of
between $8,000,000 and $9,000,000 in new manufacturing equipment (to be located
within the real estate subject to this Petition) in order to (a) increase Petitioner's
production capabilities, including the thickness, width and overall length of steel tubing
manufactured by Petitioner, and (b) expand existing business and gain entry into new
markets.
Land Size 13.45 acres; Building Size 30,000 sq. ft. (new building addition) together
with new roof structure over 60,000 sq. ft.
2. Describe the overall nature of the business and of the operations occurring at the Property
(Please attach additional sheet if more space is needed):
As noted above, Petitioner manufacturers mechanical and structural grade steel tubing in
Indiana (and other states) for use in various industries, including (among others)
thers)
automotive recreational vehicle office /furniture healthcare and construction. This
proposed project (and its proposed investment in new manufacturing equipment) is
intended to significantly increase Petitioner's production capabilities and expand the
types of products that Petitioner can manufacture and the markets Petitioner serves,
including new products such as automotive axles, roll -over_ protection systems and other
heavy structural applications.
3. Estimate the dollar value of the project (excluding land): $1,000,00041,600,000
4. The current assessed valuation of the real property before rehabilitation, redevelopment,
economic revitalization, or improvement: $989,500
(This information may be obtained from the St. Joseph County Assessor's Office at 235 -
9557.)
5. (a) The real property for which tax abatement consideration is petitioned (Property) is
owned or to be owned by the following individual(s) or corporation(s) (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):
Name Address Interest
Lock Joint Tube, LLC 515 W. Ireland Road 100%
and/or A &F Realty South Bend, Indiana 46614
(b) The following other person(s) or corporation(s) lease, intend to lease, or have an
option to buy the Property (include corporate information as required in (5)(a) above,
if applicable):
Name Address Interest
N/A
6. The commonly known address of the Property is: 1217 S. Walnut Street, South Bend,
Indiana 46619
7. The Key Number(s) of said property is: 018- 8021 - 084503 a/k/a 71-08-15- 276- 003.000-
026
8. A legal description of the above address is attached hereto, marked "Exhibit A," and
incorporated herein. Please see Attached Exhibit A
9. A map and/or plat describing the Property is attached hereto, marked "Exhibit B," and
incorporated herein. Please See Attached Exhibit B
10. Photographs of the property, taken within two (2) weeks of filing of this petition, are
attached hereto, marked "Exhibit C," and incorporated herein. See Attached Exhibit C
-2-
11. The REAL property where the proposed redevelopment or rehabilitation project will be
carried out is located in the following Allocation Area, if any, declared and confirmed by
the South Bend Redevelopment Commission: Sample Ewing Development Area
12. The redevelopment or rehabilitation project itself will: (a) create 7 -11* permanent, full -
time and 0 permanent, part-time jobs within the first year, representing a new annual
payroll of $210,000 - $330,000; and (b) maintain 56 existing, permanent, full -time and
N/A existing, permanent, part-time jobs (including existing, permanent, full -time,
minority employment of 14 workers and existing, permanent, part-time, minority
employment of N/A workers) with a total annual payroll of $2,300,000 for all existing
employees *.
* Please note that information provided on existing and projected employment relates to
Petitioner's facility on Walnut Street in South Bend.
13. Provide current wage information for existing employees including: base rate, cost -of-
living allowances, hazardous -duty pay, incentive pay including commissions and
production bonuses, on -call pay and tips (please show average hourly rate or range). Do
not include: back pay, jury duty pay, overtime pay, severance pay, shift differentials, non-
production bonuses, and tuition reimbursements.
14. The projected annual salary for each new position indicated in item 12 above is estimated
to be as follows (Please attach addition sheet(s) if more space is needed):
POSITION (Indicate Full Time [FT] or Part Time [PT] EMPLOYMENT WAGE
Please See Question 13 Above.
15. Indicate whether your company provides the following benefits (use Y/N):
Y Health Care Benefits
Y Pension Plan
Y Employer Provided Training (recognized or certified training/educational
courses or programs)
N Day Care (provide or contribute to the cost of child day care for its
employees)
N Transportation Assistance (provide direct or indirect support and assistance
-3-
Per Hour
Full -Time
Part-Time
Laborers
$12.98 —19.55
$12.98 —19.55
N/A
Technical
$
$
Managerial
$18.03 — 37.71
$18.03 — 37.71
Administrative
$
$
14. The projected annual salary for each new position indicated in item 12 above is estimated
to be as follows (Please attach addition sheet(s) if more space is needed):
POSITION (Indicate Full Time [FT] or Part Time [PT] EMPLOYMENT WAGE
Please See Question 13 Above.
15. Indicate whether your company provides the following benefits (use Y/N):
Y Health Care Benefits
Y Pension Plan
Y Employer Provided Training (recognized or certified training/educational
courses or programs)
N Day Care (provide or contribute to the cost of child day care for its
employees)
N Transportation Assistance (provide direct or indirect support and assistance
-3-
to its employees who lack 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)
N Targeted Hiring Preference (provide hiring preference for resident of Census
Tracts designated by the City's Community & Economic Development
Department 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)
16. 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:
YEAR REAL PROPERTY TAXES PERSONAL PROPERTY TAXES
2011
$36,358
$102,254
2010
$35,326
$100,183
2009
$39,636
$ 91,301
2008
$43,107
$ 81,291
2007
$ 28.597
(This information may be obtained from the St. Joseph County Treasurer's Office 235-
9531)
17. Please list the number of full -time and part-time minority employees for each of the last
three years:*
YEAR 2011 2010 2009
FULL PART FULL TIME FULL PART
Black 11 8 7
Hispanic 3 1
Asian
Indian
Other
* Please note that the employment information relates to employment of Lock Joint Tube,
LLC located at its Walnut Street (South Bend) facility.
18. Does your business maintain a written (formal) affirmative action plan or other similar
plan in order to achieve racial diversity? If yes, please briefly indicate specific goals,
objectives, and means as designated by your plan:
Petitioner is an equal opportunity employer which does not discriminate for any reason
including race, color, citizenship status, national origin, gender, aize, religion physical or
mental disability, veteran status, or any other factor protected by law.
-4-
19. Indicate whether or not your project will finance any of the following activities. (If
desired, please contact the Community & Economic Development Department 235 -9335
for additional information on this section):
No Conversion to residential use of a commercial building "Eligible Building"
as designated by the Community & Economic Development Department.
No Rehabilitation of a building that is either: (a) on the National Register of
Historic Places; (b) designated as a local landmark; (c) located in a National
Register or local landmark district; (d) eligible for nomination as a National
Register or local landmark; or (e) is rated as Outstanding (0/13) or
Significant (S /12 or S /11) in the most recent Historic Preservation county-
wide survey.
No Rehabilitation and reuse of a property that is designated a Problem Property
by the Community and Economic Development Department.
No Cleaning up a `Brownfield," which is any site, building, facility or complex
that has been designated a brownfield by the Community and Economic
Development Department.
20. Is your business based upon licensing intellectual property from research conducted at a
public or private university, college, or community college located with St. Joseph
County, Indiana? If yes, please include a description of the research based aspects of the
business. (Please attach additional sheet(s) if more space is needed):
No.
21. Will your project achieve one or more physical elements identified in a development or
revitalization plan that has been approved by the Common Council? If yes, please
explain.
N/A
22. Does your business provide significant financial support to a Municipal Facility (i.e.
municipally owned park, recreation center or cultural arts or entertainment facility or
other similar public amenity)? If yes, please explain.
No.
23. Is your company incurring any of the costs of extension or over - sizing of municipal
infrastructure serving the project site? This includes water, sewer, drainage facilities,
wastewater treatment facilities, road and street improvements, street lighting, traffic
control and related public improvements. (Please attached additional sheet(s) if more
space is needed):
-5-
24. Information is required on the companies through which construction materials will be
purchased for the project. (Please complete the table on page 8 of this application).
25. Information is required on the construction companies that will be utilized for the
construction or rehabilitation associated with the project. (Please complete the table on
page 9 of this application).
26. No building permit has been issued for construction on the property in connection with
the improvement in question as of the date of filing of this petition. (The Property
Owner's signature at the end of this application is verification of this statement.)
27. The Standard Industrial Classification (SIC) or North American Industry Classification
Systems (NAICS) major group within which the proposed project would be classified, by
number and description: Major Group 33 -- Primya Metals Industries
28. The Internal Revenue Service Code of Principal Business Activity by which the proposed
project would be classified, by number and description: 331200 - Steel Product
Manufacturing from Purchased Steel
29. The current use of the Property is industrial/manufacturing and the current zoning is
"GI ", General Industrial. (This information may be obtained form the Building
Department 235- 9554).
30. Has your business been granted previous tax abatement(s)? If yes, please provide type
(real and/or personal property), term and date of approval. (Please attach additional
sheet(s) if more space is needed)
ABATEMENT TYPE
I TERM
DATE OF APPROVAL
Personal Property (Walnut Street)
I 5 -Year
August, 2006
31. Other anticipated public financing for the project including, if any, industrial revenue
bonding to be sought or already authorized, assistance through the United States
Department of Housing and Urban Development funds from the City of South Bend,
Small Business Administration Section 503 or 504 financing through the Business
Development Corporation of South Bend, Mishawaka, and St. Joseph County, Indiana,
Industrial Revolving Fund; or other public financial assistance, including but not limited
to public works improvements.
None.
M
32. The following person(s) should be contacted as Petitioner's primary agent(s) regarding
additional information and public hearing notifications and the following individual(s)
may participate at the committee and full counsel meetings of the South Bend Common
Council:
Name: Richard J. Deahl, Barnes & Thornburg`LLP
Address: 600 1St Source Bank Center, 100 North Michigan
City, State, Zip Code: South Bend IN 46601
Telephone: 574- 233 -1171
E -Mail Address: rdeahl@,btlaw.com
33. If this real property tax abatement is for warehouse or industrial developments, pursuant
to South Bend Municipal Code Sec. 2 -83.2, please indicate the name, address, telephone
number and e -mail address of the person who will work with WorkOne Northern Indiana
(WNI) or its successor agency for employee recruitment, and assign the required WNI
form attached to the petition.
Name: Robert Strzelecki, Controller
Address: 515 W. Ireland Road
City, State, Zip Code: South Bend, Indiana 46614
Telephone: (574) 299 -3455
E -Mail Address: strzeleckib @ljtube.com
ilea n�Clerk's off., -
r
[MAR
S U
3 j
CITY CLERK, SOUT. a
' 9
-7-
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 real 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 Owner(s):
LOCK JOINT TUBE LLC
Robert Strzelecki. Controller
(Typed or printed name and capacity of signor if
signed by an agent or representative of the owner.)
Attachments:
Exhibit A - Legal Description
Exhibit B - Map or Plat
Exhibit C - Photographs of the Property
Other Attachments:
- Construction/Contractor Information
Feed in
1'-"'"MAR 2, 80 2E no E2 �
JOHN vd*
MY CLERK,%3uqf'4
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EXHIBIT A
LEGAL DESCRIPTION
A tract of land in the City of South Bend, County of St. Joseph, and State of
Indiana, situated in the Northwest Quarter of Section 14, and the Northeast
Quarter of Section 15, Township 37 North, Range Two (2) East, bounded by the
following described line:
Beginning at a point in the West line of Walnut Street, 1239.70 feet South of the
South line of Sample Street, which point is 587.95 feet South of the South line of
the Sanders and Egbert Tract, as conveyed by deeds recorded in Deed Record
118, page 428, and Deed Record 121, page 320; thence on an assumed bearing of
South 00 °00'49" East along said West line of Walnut Street 479.91 feet; thence
South 89 °54'12" West, 725.03 feet; thence South 61 °54'12" West, 42.91 feet;
thence South 89 °23'32" West, 437.13 feet; thence North 00 °00'49" West parallel
with said West line of Walnut Street, 504.26 feet; thence North 89 055'05" East,
1200 feet to the place of beginning.
Hi in �,N. rk's O ffl l is
J' ;g M VOORDE
CITY CL ARK, SOUTH BEN'' . q-..