HomeMy WebLinkAboutRDC Packet 7.11.2019South Bend Redevelopment Commission
227 West Jefferson Boulevard, Room 1308, South Bend, Indiana
Agenda
Regular Meeting, July 11, 2019 4:00 p.m.
227 W. JEFFERSON BLVD., 1300 SOUTH BEND, INDIANA
1.Roll Call
2.Approval of Minutes
A.Minutes of the Regular Meeting of Thursday, June 13, 2019
B.Minutes of the Regular Meeting of Thursday, June 27, 2019
3.Approval of Claims
A.Claims Submitted July 11, 2019
4.Old Business
5.New Business
A.River West Development Area
1.Real Estate Purchase Agreement with Donation (SJCPL) – D2
2.Development Agreement (South Bend Mutual Homes PH. II) – D2
B.West Washington/Chapin Development Area
1.Budget Increase for Gemini (Washington/Colfax) -D2
C.Other
1.Professional Service Agreement (Baker Tilly) Umbaugh - All
2.Resolution No. 3489 (Approving a Revised Schedule of Meeting Times in 2019)
-All
6.Progress Reports
A.Tax Abatement
B.Common Council
C.Other
7.Next Commission Meeting:
Thursday, July 25, 2019, 4:00 pm
8.Adjournment
NOTICE FOR HEARING AND SIGHT IMPAIRED PERSONS
Auxiliary Aid or Other Services are Available upon Request at No Charge.
Please Give Reasonable Advance Request when Possible.
South Be n d
Redevelopment Commission
227 West Jefferson Boulevard, Room 1308, South Bend, IN
SOUTH BEND REDEVELOPMENT COMMISSION
REGULAR MEETING
June 13, 2019
9:30 a.m. 227 West Jefferson Boulevard
Presiding: Marcia Jones, President South Bend, Indiana
The meeting was called to order at 9:55 a.m.
1.ROLL CALL
Members Present:Marcia Jones, President
Don Inks, Vice-President
Quentin Phillips, Secretary
Gavin Ferlic, Commissioner
Todd Monk, Commissioner
Members Absent: Leslie Wesley, Commissioner
Legal Counsel: Sandra Kennedy, Esq.
Redevelopment Staff: David Relos, RDC Staff
Mary Brazinsky, Board Secretary - Absent
Others Present: Daniel Buckenmeyer
Chris Dressel
Tony Sergio
Charlotte Brach
Kyle Silveus
Zach Hurst
See Attendance Records Attached
DCI
DCI
DCI
Engineering
Engineering
Engineering
ITEM: 2A
South Bend Redevelopment Commission Regular Meeting – June 13, 2019
2.Approval of Minutes
A.Approval of Minutes of the Regular Meeting of Thursday, May 23, 2019
Upon a motion by Commissioner Ferlic, seconded by Secretary Phillips, the
motion carried unanimously, the Commission approved the minutes of the
regular meeting of Thursday, May 23, 2019.
3.Approval of Claims
A.Claims Submitted June 13, 2019
Upon a motion by Vice-President Inks, seconded by Secretary Phillips, the
motion carried unanimously, the Commission approved the claims submitted on
Thursday, June 13, 2019.
4.Old Business
5.New Business
A.Public Hearing
Mr. Dressel, Senior Planner Department of Community Investment gave a
presentation regarding the TIF District adjustments. In the boundary adjustments
he talked about adjusting our existing TIF boundaries for us to fund future priorities
and planning initiatives in the new areas that are proposed for addition. The priority
projects attached to the changes in the boundaries are infrastructure, community
assets and other development projects. There are five TIF districts starting with
Douglas Road, River East, River West, West Washington/Chapin and South Side
Development Areas. All but Douglas Road are applicable for the conversation. Mr.
Dressel outlined the additions and removed areas on the maps. The areas for
adjustment fall into a few categories; areas annexed to the city, commercial
corridor areas, and parks/community assets. A history of the development area,
the location, activities, the goals and objectives were provided for each plan area.
The description of the boundary, the statutory findings, acquisition of real property
South Bend Redevelopment Commission Regular Meeting – June 13, 2019
and procedure for amendment were provided. All these items are included to meet
state requirements. For each district there is an update to the property list, which
means, we are looking into the future five to ten years to see what areas are
possible development areas. Properties placed on the acquisition list are not being
placed there for the City to acquire them without the owner’s approval. There will
be no change in the property usage or taxes. If there is a conversation, it would be
represented like any other conversation where there would have to be an
acceptable agreement between both buyer and seller. There will be no taking of
properties. The Redevelopment Commission does not possess the power to
condemn properties through eminent domain. A financial impact analysis was
prepared by an outside source that provides a view of what the impact is for the
taxing districts ahead. A postcard was sent out to every property in the TIF
districts. Our team also held several town hall meetings. The City also established
a place on their website for this information. A notice was placed in the South
Bend Tribune and letters were sent out to every impacted property, even if they
had previously received information. We had at least 100 people that called in or
stopped in our offices for more information. This process started on April 11, 2019
with a Declatory Resolution which then went to the Area Plan Commission on April
16, 2019 where approval was provided. Common Council approved their
Resolution on May 28, 2019 which has brought us to today’s public hearing. We
are here at the Redevelopment Commission on June 13, 2019 seeking approval for
the Resolutions that are on today’s agenda.
Commissioner Ferlic re-confirmed that the Redevelopment Commission does not
have condemnation powers, which means, if the Redevelopment Commission
approached you regarding your property, there would need to be a negotiation and
ultimately if you choose not to sell, the City would not be able to purchase your
property.
Mr. Dressel proceeded to give the same presentation using maps to the people in
attendance that could not fit into the Common Council room.
Mr. Buckenmeyer again noted that the Redevelopment Commission does not have
condemnation powers.
Mr. Relos stated that after Mr. Dressel’s second time presenting to the attendees
outside the Common Council room that we were going to start with the agenda.
Mr. Relos noted that the notice of public hearing for today was published in the
South Bend Tribune on May 31, 2019 and the notice of public hearing went out to
the residents in the TIF districts on May 31, 2019. As of yesterday morning, there
was one written remonstrance received whose property was not in any property
district, so it was placed into each TIF district. We received remonstrances from
one property that was in the South Side Development Area, one from West
Washington/Chapin Development Area, two from the River East Development Area
and six from the River West Development Area.
As we open the public hearing section, please limit your comments to three
minutes regarding the item at hand. Should you have other questions, we ask that
you contact the staff of Community Investment.
South Bend Redevelopment Commission Regular Meeting – June 13, 2019
1.Karen Lock - 2202 Miami. If I choose to sell my property, do I reach out to the
city first?
Mr. Relos answered no, but you can if you choose to. The city has a process
through property acquisitions that is mandated by state law. For the record the
Redevelopment Commission does not purchase properties with the hopes of
renting them. We typically purchase properties that need to be redeveloped. If
that is something you want to do, feel free to reach out to us, we will have a
discussion and continue from there.
Mr. Buckenmeyer explained being on the acquisition list does not mean the city
will be reaching out to you to purchase your property, nor does it mean if you
offered it for sale that the city would be interested in purchasing it.
2.James Bernay – 1117 Mishawaka Avenue. My property is in the blue area what
does that mean; also, I put $7,000 worth of work into the property last year
including a new parking lot, is this something I should bother doing?
Mr. Relos reiterated that the Redevelopment Commission does not seek out
businesses to purchase their properties. We are not equipped to run a
businesses. If you own a business and wish to continue to invest in it, we
encourage you to do so.
Mr. Bernay states that he has had several people calling him in the last year
interested in buying his business. If anyone is going to make some money it is
going to be him. He still doesn’t understand what the blue area means.
Mr. Buckenmeyer recommends that Mr. Bernay reach out to him, so he can
further explain the blue area and what Mr. Dressel presented. He would also
like to work with him regarding business along Mishawaka Avenue and
matching façade grants. They can discuss his business at that time if he
wishes.
3.Wendy McMillian – 1110 East State Street. The home next door to hers has
been condemned for six months, it is dangerous and has stuff flying off it. She
has called repeatedly asking when it will be demolished. I’ve been told it takes
a month or two, it has been six. Do you want to own this one because you
already own one next door? My second question is if there are a group of
homes you want to buy but there are a few hold outs what are you going to do
about it.
Mr. Relos asked Ms. McMillian to reach out to Community Investment, someone
on the planning team and explain what has already been done. They will be
able to give her further information about the properties. The Redevelopment
Commission statutorily does not have eminent domain powers.
4.Ron Miller – 2521 Mishawaka Avenue. Is there a significance that I received
South Bend Redevelopment Commission Regular Meeting – June 13, 2019
two notices on the same property?
Mr. Relos stated, yes, some people received two letters because you are being
newly included in a development area and also added to an acquisition list, you
must be notified per state law. Along Mishawaka Avenue and some of the
corridors we added the properties to the acquisition list, so statutorily we must
send letters.
Ron Miller stated all the properties in the area have had the taxes raised based
on the assessed value. Is the city going to pay based on the assessed value?
His property went up $12,000. It’s not worth $12,000 more but he will pay taxes
on it. Is the city going to pay that price if they go to buy it?
Mr. Relos stated statutorily we must have two appraisals done. We take the
average of the two and that is our beginning point. I can’t say whether the
appraisals will come in higher or lower than your assessed value.
Mr. Buckenmeyer stated the Redevelopment Commission can not speak to
taxes and county issues. We recommend that you discuss that with the County
Assessor’s Office on the 3rd floor. If we have a property negotiation between
private property and us, again we look at the two independent appraisals.
5.Marsha Shepherd – 2501 W Orange Street. My mom is in the River West
Development Area. Who is the Commonwealth Development/Fat Daddy’s?
Mr. Relos stated that is a later agenda item for today regarding a building
downtown that was previously called Fat Daddy’s. We are currently on agenda
item 5A1. This public hearing is regarding the resolutions for the TIF areas.
Commissioner Ferlic noted there is no public hearing portion regarding the Fat
Daddy’s agenda item.
Marsha Shepherd was asked to make her statement now for the public item.
She is wondering what the plan is for Fat Daddy’s. She is talking about 2501
Orange Street.
Mr. Relos stated that she is talking about two different areas.
Mr. Buckenmeyer asked her to state what area she is asking about regarding
development.
Marsha Shepherd is considered that it will now be coming commercial area on
Orange and Linden.
Mr. Relos asked her to reach out to our department and we can sit down and
show what is going on in each development. Please give Mr. Dressel your
contact information so he can reach out.
6.Susan Nelson owns three properties along Mishawaka Avenue and received six
South Bend Redevelopment Commission Regular Meeting – June 13, 2019
letters 2 for each property. I’m missing the big picture. What is a TIF? Why
would you want to have acquisition of these properties; I heard someone
mention only if it is run down or needed to be improved. I would like an
explanation of what they would do with the properties to develop them if they
had them.
Mr. Dressel stated what we are talking about are the development areas that
are different colors on the map shown to everyone earlier. What the maps
showed is where the TIF areas are located now and when we change the
boundaries of the TIF. What is the advantage? Having properties in the
development area allows us to use an additional source of funds (TIF). These
funds are set aside from property tax revenues in such a way they can only be
used in the development areas vs. property tax funds that can be used
everywhere. The advantage of being added to a development area is now we
can use this special tool to make good investments. We are not targeting
individual parcels on blocks.
Susan Nelson asks, what is the disadvantage?
Mr. Dressel stated that there is no difference in your tax only how the taxes can
be used.
President Jones asked if there was anyone else from the public wishing to
speak.
President Jones closed the public portion of the hearing.
President Jones opened the meeting to Commissioners.
Commissioner Ferlic thanked Chris Dressel, Dan Buckenmeyer and David
Relos. The main point is that Redevelopment Commission does not have
condemnation authority and that any acquisition would need to be agreed on by
both parties.
President Jones noted that some of the questions asked will answer strategy
and timelines. Some of the benefits of being in a TIF district are that dollars are
spent doing things such as infrastructure and improvements. Streets, sidewalks
and parks all are improved with the use of TIF dollars. President Jones stated
that she has lived in TIF districts and has benefited from them.
1.Confirming Resolution No. 3485 River West Development Area
Mr. Dressel presented Confirming Resolution No. 3485 River West Development
Area.
South Bend Redevelopment Commission Regular Meeting – June 13, 2019
President Jones opened Resolution No. 3485 to the public.
No one from the public stepped forward.
President Jones closed the public portion of this hearing.
President Jones opened the meeting to Commissioners.
Upon a motion by Commissioner Ferlic, seconded by Secretary Phillips, the
motion carried unanimously, the Commission approved Confirming Resolution
No. 3485 River West Development Area submitted on Thursday, June 13,
2019.
2.Confirming Resolution No. 3486 River East Development Area
Mr. Dressel presented Confirming Resolution No. 3486 River East Development
Area.
President Jones opened Resolution No. 3486 to the public.
No one from the public stepped forward.
President Jones closed the public portion of this hearing.
President Jones opened the meeting to Commissioners.
Upon a motion by Commissioner Ferlic, seconded by Vice-President Inks, the
motion carried unanimously, the Commission approved Confirming Resolution
No. 3486 River East Development Area submitted on Thursday, June 13, 2019.
3.Confirming Resolution No. 3487 South Side Development Area
Mr. Dressel presented Confirming Resolution No. 3487 South Side Development
Area.
President Jones opened Resolution No. 3487 to the public.
1.Managing Broker at PPM Realty at 2955 McKinley and is here on behalf of
Delta One Property which owns 112 W Indiana, 114 W Indiana, 1601, 1609 and
1619 Michigan Street where there is the old Bonnie Doone Restaurant was.
We are in agreement with the TIF areas. We are battling with BPW on the alley
way.
2.Sharon McBride, 415 E Broadway Street, Representative of South Bend
Common Council and is in support of Resolution No. 3487 for the South Side.
President Jones closed the public portion of this hearing.
President Jones opened the meeting to Commissioners.
Upon a motion by Commissioner Ferlic, seconded by Secretary Phillips, the
motion carried unanimously, the Commission approved Confirming Resolution
South Bend Redevelopment Commission Regular Meeting – June 13, 2019
No. 3487 South Side Development Area submitted on Thursday, June 13,
2019.
4.Confirming Resolution No. 3488 West Washington Chapin Development
Area
Mr. Dressel presented Confirming Resolution No. 3488 West Washington Chapin
Development Area.
President Jones opened Resolution No. 3488 to the public.
No one from the public stepped forward.
President Jones closed the public portion of this hearing.
President Jones opened the meeting to Commissioners.
Upon a motion by Commissioner Ferlic, seconded by Vice-President Inks, the
motion carried unanimously, the Commission approved Confirming Resolution
No. 3488 West Washington Chapin Development Area submitted on Thursday,
June 13, 2019.
1.Greta Clays from Greta’s Bridals 1130 Lincolnway East. When are the
removal of the TIFs in the gray area are removed and when are the new
areas going to be present.
Mr. Relos stated that the new areas will have a base assessment date of
January 1, 2019.
B.River West Development Area
1.Purchase Agreement (Commonwealth Development LLC – Fat Daddy’s)
Mr. Relos presented a Purchase Agreement (Commonwealth Development LLC –
Fat Daddy’s). This is for the purchase of the property formerly known as Fat
Daddy’s. The property has been through the disposition process in July 2017.
We received one bid from Commonwealth Development that depended on state
tax credits. They did not receive the tax credits at that time. They are still
interested and have applied for the state tax credits once again. The agreement
before the Commission has a purchased price of $45,000 which was the purchase
price in 2017. It will be contingent on the awarding of low-income housing tax
credits. The City planner has approval over the building layout and facade.
Building completion is within three years. It is a private investment of $8.3M.
Commission approval is requested.
Upon a motion by Commissioner Ferlic, seconded by Secretary Phillips, the
motion carried unanimously, the Commission approved Purchase Agreement
(Commonwealth Development LLC – Fat Daddy’s) submitted on Thursday,
June 13, 2019.
South Bend Redevelopment Commission Regular Meeting – June 13, 2019
C.River East Development Area
1.Budget Request (East Bank Trail Sinkhole)
Mr. Relos presented a budget request for the East Bank Trail Sinkhole. During
last year’s historic river level, a sinkhole was created along the East Bank Trail just
south of La Salle St. To our best determination the sinkhole was caused by
unknown infrastructure from the 1880’s when the area was a mill. On April 15,
2019 BPW awarded a contract to address the sinkhole and safely investigate the
nature of it. When they were able to award the contract, they had to dig out the
hole and did find an underground channel that ran approximately 30’ to the east
towards a parking lot. To safely fill this permanently to hopefully never happen
again; the large vault that was at the bottom was filled with flowable fill, causing
the project to go over budget in the amount of $9,265. Commission approval in
that amount is requested.
Upon a motion by Vice-President Inks, seconded by Secretary Phillips, the
motion carried unanimously, the Commission approved Budget Request (East
Bank Trail Sinkhole) submitted on Thursday, June 13, 2019.
2.First Amendment (Greater Lowell Holdings Water/Fire Infrastructure)
Mr. Buckenmeyer presented First Amendment (Greater Lowell Holdings
Water/Fire Infrastructure). In December 2017 the Commission provided support to
rebuild and restore two historic buildings. The JC Lauber building and LaSalle
Body Shop. Both projects have been underway for some time. This request is
brought forward for the City to place a water and fire tap for the garage. We have
a letter of intent from the Barcade, which is a new concept of a bar/arcade in the
area, with a long-term lease to locate their new business there. We are asking for
$450,000 of TIF for the City to complete a water/fire tap local improvement to this
area.
Frank Perri, spoke about the Barcade project as he has made several investments
in this area. He knew the LaSalle Body Shop had possibilities and J2 Marketing
came along and came up with the Bar/Arcade project. This is a promise to draw
crowds from a larger area.
J2 Marketing states they were formally in Mishawaka and knew that they belonged
in South Bend with new and upcoming big things. They thank the Commission for
getting the attention of entrepreneurs like them to bring new and exciting things
with new jobs.
Upon a motion by Secretary Phillips, seconded by Commissioner Ferlic, the
motion carried unanimously, the Commission approved First Amendment
(Greater Lowell Holdings Water/Fire Infrastructure). submitted on Thursday,
June 13, 2019.
3.Project Agreement (City, ND and Stephenson Mill)
Mr. Buckenmeyer presented Project Agreement (City, ND and Stephenson Mill).
As I mentioned, Cascade (aka Wharf Partners), Stephenson Mills, Seitz Park and
ND Hydroelectric project are all included in the easements here. We are
South Bend Redevelopment Commission Regular Meeting – June 13, 2019
coordinating with the numerous parties. We are making sure everything will co-
exist when everything is complete. This item allows Notre Dame and the City to
use the parking lot for staging equipment and construction on the lot. The City is
transferring the parking lot around Stephenson Mills and Central High School.
Those entities have an exclusive easement over the parking lot which lets them be
added to the tax roll. The City has arranged for temporary parking for the
Stephenson Mills residents on the Wharf Partners property until August 2020 and
thereafter an increased portion of the Stephenson parking lot. The City has also
allotted a number of parking spaces to Stephenson Mills. The City along with
Notre Dame will clean up and compensate Stephenson Mills if there is any
structural damage. The City believes there is not a great risk here. The City will
reimburse Stephenson Mills if there is any reduced rental income and they have
provided us a base rental income.
Upon a motion by Commissioner Ferlic, seconded by Vice-President Inks, the
motion carried unanimously, the Commission approved Project Agreement
(City, ND and Stephenson Mill) submitted on Thursday, June 13, 2019.
4.Easement Termination (City, Wharf Partners and Stephenson Mill re. Seitz
Park area)
Mr. Buckenmeyer presented Easement Termination (City, Wharf Partners and
Stephenson Mill re. Seitz Park area). The property area around Seitz Park
overlaps with easements and options to purchase. The agreement consolidates
ownership to the deed holders and terminates many old easements, deed
restrictions, etc.
Upon a motion by Commissioner Ferlic, seconded by Vice-President Inks, the
motion carried unanimously, the Commission Easement Termination (City,
Wharf Partners and Stephenson Mill re. Seitz Park area) submitted on
Thursday, June 13, 2019.
5.Easement Agreement (City, Wharf Partners and Stephenson Mill re. Gintz
Rd.)
Mr. Buckenmeyer presented Easement Agreement (City, Wharf Partners and
Stephenson Mill re. Gintz Rd.). This agreement grants Stephenson Mills and
Wharf Partners access from Colfax in to their sites though the private drive
maintained by the City. This agreement provides an easement and the parking lot
around Stephenson Mills for existing utilities to be maintained.
Upon a motion by Commissioner Ferlic, seconded by Vice-President Inks, the
motion carried unanimously, the Commission Easement Agreement (City,
Wharf Partners and Stephenson Mill re. Gintz Rd.) submitted on Thursday,
June 13, 2019.
6.Easement Termination Agreement (City re. Central High Parking Lot)
Mr. Relos presented Easement Termination Agreement (City re. Central High
Parking Lot). While there are no easements or City utilities at this site, Central
High’s attorneys asked for us to execute this document.
South Bend Redevelopment Commission Regular Meeting – June 13, 2019
Upon a motion by Commissioner Ferlic, seconded by Vice-President Inks, the
motion carried unanimously, the Commission approved Easement Termination
Agreement (City re. Central High Parking Lot) submitted on Thursday, June 13,
2019.
7.Special Warranty Deed to Stephenson Mills
Mr. Buckenmeyer presented Special Warranty Deed to Stephenson Mills, to deed
them the newly created Lot 2 of the Seitz Park Minor Subdivision.
Upon a motion by Commissioner Ferlic, seconded by Vice-President Inks, the
motion carried unanimously, the Commission approved Special Warranty Deed
to Stephenson Mills submitted on Thursday, June 13, 2019.
8.Special Warranty Deed to Central High
Mr. Buckenmeyer presented Special Warranty Deed to Central High, to deed them
the parking lot around the Central High Apartments.
Upon a motion by Commissioner Ferlic, seconded by Vice-President Inks, the
motion carried unanimously, the Commission approved Special Warranty Deed
to Central High submitted on Thursday, June 13, 2019.
D.Other
1.Housing: Subordination Agreement with 1st Source Bank for loan in
connection with the South Bend Home Improvement Program (Shannon L.
Root, 1026 N. Adams Street)
Ms. Elizabeth Leonard Inks presented Subordination Agreement with 1st Source
Bank for loan in connection with the South Bend Home Improvement Program
(Shannon L. Root, 1026 N. Adams Street). We are subordinating a mortgage that
we had for 20 years for $3,400 on this property. The appraised value with the
outstanding mortgages will cover all the city liability. Commission approval is
requested.
Upon a motion by Commissioner Ferlic, seconded by Secretary Phillips, the
motion carried unanimously, the Commission approved Subordination
Agreement with 1st Source Bank for loan in connection with the South Bend
Home Improvement Program (Shannon L. Root, 1026 N. Adams Street)
submitted on Thursday, June 13, 2019.
6.Progress Reports
A.Tax Abatement
B.Common Council
1.Common Council is asking that the Redevelopment Commission change
their meeting times moving forward. Please check with each other and get
back to the Council with your decision.
C.Other
South Bend Redevelopment Commission Regular Meeting – June 13, 2019
7.Next Commission Meeting:
Thursday, June 27, 2019, 9:30 a.m.
8.Adjournment
Thursday, June 13, 2019, 9:34 a.m.
David Relos, Property Development Manager Marcia Jones, President
South Be n d
Redevelopment Commission
227 West Jefferson Boulevard, Room 1308, South Bend, IN
SOUTH BEND REDEVELOPMENT COMMISSION
REGULAR MEETING
June 27, 2019
9:30 a.m. 227 West Jefferson Boulevard
Presiding: Marcia Jones, President South Bend, Indiana
The meeting was called to order at 9:31 a.m.
1.ROLL CALL
Members Present:Marcia Jones, President
Don Inks, Vice-President
Quentin Phillips, Secretary
Gavin Ferlic, Commissioner
Members Absent: Todd Monk, Commissioner
Leslie Wesley, Commissioner
Legal Counsel: Sandra Kennedy, Esq.
Redevelopment Staff: David Relos, RDC Staff
Mary Brazinsky, Board Secretary
Others Present: Daniel Buckenmeyer
Tim Corcoran
Tony Sergio
Kyle Silveus
Zach Hurst
Conrad Damian
Samantha Dowls
Marty Wolfson
Judy Shumer
Yolanda Hubbard
Benjamin Horner
Nick Licina
Jo M. Broden
Rarin Horner
DCI
DCI
DCI
Engineering
Engineering
718 E Broadway
427 Camden St
809 Park Ave
1406 Chester
Merit Badge Boy Scouts
Merit Badge Boy Scouts
315 Corby
SBCC Member 201 W Nshore
59199 Magnolia Road
ITEM: 2B
South Bend Redevelopment Commission Regular Meeting – June 27, 2019
2.Approval of Claims
A.Claims Submitted June 27, 2019
Upon a motion by Vice-President Inks, seconded by Secretary Phillips, the
motion carried unanimously, the Commission approved the claims submitted on
Thursday, June 27, 2019.
3.Old Business
4.New Business
A.River West Development Area
1.Budget Request (South Bend Wayfinding Signage)
Mr. Corcoran presented a budget request for South Bend Wayfinding Signage.
This is a request for Phase 1 of the City’s Wayfinding Signage Plan. We are
currently in the design process. When implemented, this plan will help enhance
the City’s overall economic development and tourism by educating visitors and
residents in navigating South Bend. We are requesting $60,000 out of River
West, $30,000 out of River East, and $10,000 out of West Washington, which will
be the primary locations of the signage. Commission approval is requested.
South Bend Redevelopment Commission Regular Meeting – June 27, 2019
Upon a motion by Commissioner Ferlic, seconded by Secretary Phillips, the
motion carried unanimously, the Commission approved Budget Request (South
Bend Wayfinding Signage) submitted on Thursday, June 27, 2019.
2.Second Amendment to Buy and Sell Real Estate (618 Marion Street)
Mr. Relos presented the Second Amendment to Buy and Sell Real Estate (618
Marion Street). Mr. Relos stated that the city has a signed purchase agreement.
This Second Amendment is to extend the closing date another 45 days.
Commission approval is requested.
Upon a motion by Vice-President Inks, seconded by Secretary Phillips, the
motion carried unanimously, the Commission Second Amendment to Buy and
Sell Real Estate (618 Marion Street) submitted on Thursday, June 27, 2019.
3.Agreement to Buy and Sell Real Estate (117 S. William)
Mr. Relos presented the Agreement to Buy and Sell Real Estate for 117 S.
William. This property is a paved parking lot containing approximately 56 parking
spaces. The parking lot is near Commission owned properties, which could be
helpful for the redevelopment of those sites. There will be a 30-day due diligence
period with 30 days to close afterwards. The purchase price is $78,000.
Commission approval is requested.
Upon a motion by Secretary Phillips, seconded by Commissioner Ferlic, the
motion carried unanimously, the Commission approved Agreement to Buy and
Sell Real Estate (117 S William) submitted on Thursday, June 27, 2019.
4.Budget Request (Demolitions)
Mr. Relos presented a budget request in the amount of $20,000 for demolition and
site clearing of several properties in River West. This includes three houses at the
entrance to City Cemetery, one at 618 N Scott and 607 – 611 W. Marion.
Commission approval is requested.
Upon a motion by Commissioner Ferlic, seconded by Secretary Phillips, the
motion carried unanimously, the Commission approved Confirming Resolution
No. 3488 West Washington Chapin Development Area submitted on Thursday,
June 27, 2019.
B.River East Development Area
1.Budget Request (Property Transfer Costs)
Mr. Relos presented a budget request for property transfer costs. When the
Commission last met on June 13th a Project Agreement was approved between
various parties who have projects or property in the Seitz Park area, enabling the
projects to move forward and Seitz Park to be enlarged. This budget covers costs
associated with the property transfers covered by that Agreement. Commission
approval of $26,000 is requested.
South Bend Redevelopment Commission Regular Meeting – June 27, 2019
Upon a motion by Secretary Phillips, seconded by Commissioner Ferlic, the
motion carried unanimously, the Commission approved Budget Request
(Property Transfer Costs) submitted on Thursday, June 27, 2019.
5.Progress Reports
A.Tax Abatement
B.Common Council
C.Other
1.Common Council Resolution
Commissioner Ferlic presented Common Council’s recommendation of a
time change for the Redevelopment Commission meetings. We are
looking to open the time for more residents to come to the meetings.
Upon a motion made by Commissioner Ferlic, and seconded by Vice-
President Inks, the Commission approved to change the July 11th meeting
time to 4:00 pm, approved on June 27, 2019.
2.Commerce Center Update
Mr. Buckenmeyer presented an update regarding the Commerce Center.
Commissioner Monk had requested an update. On January 12, 2017 the
Redevelopment Commission approved a Development Agreement for the
Commerce Center. On May 29, 2019 an amendment was presented. We
have received letters regarding the amendment, these letters were
presented to the Commerce Center as well as Commission and Council. It
is the city’s intent to carry forward this amended agreement. The
Commerce Center is currently working with the Department of Community
Investment, Engineering and our Legal Departments. We want the project
to succeed. Given that there have been concerns with the project, we have
brought people from every department and met with the construction folks
on this project. Every time a deadline is missed in one department, it
pushes the project weeks behind in the next. We will continue to work with
the developer to carry this project forward.
Commissioner Ferlic stated that the Common Council has met with Dave
Matthews for an update. He also notes that RDA was in agreement.
6.Next Commission Meeting:
Thursday, July 11, 2019, 4:00 p.m.
7.Adjournment
Thursday, June 27, 2019, 9:45 a.m.
David Relos, Property Development Manager Marcia Jones, President
ITEM: 3A
REAL ESTATE PURCHASE AGREEMENT
This Real Estate Purchase Agreement (this “Agreement”) is made on July 11, 2019 (the
“Contract Date”), by and between the City of South Bend, Indiana, Department of Redevelopment,
acting by and through its governing body, the South Bend Redevelopment Commission (“Seller”)
and the St. Joseph County Public Library (“Buyer”) (each a “Party” and together the “Parties”).
RECITALS
A.Seller exists and operates pursuant to the Redevelopment of Cities and Towns Act
of 1953, as amended, as set forth in Ind. Code 36-7-14 (the “Act”).
B.Buyer exists and operates as a public library pursuant to Ind. Code 36-12.
C.In furtherance of its purposes under the Act, Seller owns certain real property
located in South Bend, Indiana (the “City”), and more particularly described in attached Exhibit
A (the “Property”).
D.On November 14, 2013, Seller and Buyer entered into an Option Agreement for the
purchase of the Property, which agreement set forth the terms and conditions of the purchase with
specificity (the “Option Agreement”).
E.The Parties agreed to extend the term of the Option Agreement in a Memorandum
of Understanding, made effective November 8, 2018 (the “Memorandum”), in which Buyer’s right
to exercise its option to purchase the Property was extended through December 31, 2019.
F.By letter dated May 1, 2019, the Buyer notified the Seller that it wished to exercise
the option pursuant to the terms of the Option Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and promises in this
Agreement and other good and valuable consideration, the receipt of which is hereby
acknowledged, Buyer and Seller agree as follows:
1.PURCHASE PRICE
A.Purchase Price. Pursuant to Section 2(a) of the Option Agreement, the total
purchase price for the Property is One Hundred Sixty-Three Thousand Two Hundred Dollars
($163,200.00) (the “Purchase Price”).
B.Option Payment. In conjunction with the execution of the Option Agreement and
pursuant thereto, Buyer made to Seller the option payment of Fifty-Two Thousand Five Hundred
Thirty-Four Dollars ($52,534.00), which amount shall be applied as a credit to the Purchase Price
at the closing described in Section 4 below (the “Closing,” the date of which is the “Closing Date”).
C. Seller’s Donation. In furtherance of Buyer’s expansion, renovation, and
improvement of the Main Branch of the Public Library located at 304 South Main Street, South
ITEM: 5A1
Bend, Indiana, as described more particularly in the Memorandum (the “Buyer’s Project”), and in
accordance with Ind. Code Section 36-7-14-12.2(a)(3), the Seller has agreed to waive the
remaining amount of the Purchase Price that is due to Seller in the amount of One Hundred Ten
Thousand Six Hundred Sixty-Six Dollars ($110,666.00).
2.BUYER’S DUE DILIGENCE
Buyer acknowledges that it completed its due diligence prior to exercising its option to purchase
the Property and agrees that it finds the Property feasible for the Buyer’s Project, in accordance
with the determinations set forth with particularity in the Option Agreement.
3.PRESERVATION OF TITLE
After the Contract Date, Seller shall not take any action or allow any action to be taken by others
to cause the Property to become subject to any interests, liens, restrictions, easements, covenants,
reservations, or other matters affecting Seller’s title (such matters are referred to as
“Encumbrances”). Seller acknowledges that Buyer has selected a title company (the “Title
Company”) and obtained, at Buyer’s sole expense, and intends to rely upon a commitment for title
insurance on the Property (the “Title Commitment”) identifying all Encumbrances as of the
Contract Date. Buyer acknowledges that it has no objections to the existing Encumbrances, which
shall be considered “Permitted Encumbrances.”
4.CLOSING
A.Timing of Closing. Unless this Agreement is earlier terminated, the Closing shall
be held at the office of the Title Company, and the Closing Date shall be a mutually agreeable date
not later than thirty (30) days after the Contract Date.
B.Closing Procedure.
(i)At Closing, Seller shall deliver to Buyer the Deed, in the form attached
hereto as Exhibit B, conveying the Property to Buyer, free and clear of all liens, encumbrances,
title defects, and exceptions other than the Permitted Encumbrances, and the Title Company’s
delivery of the marked-up copy of the Title Commitment (or pro forma policy) to Buyer.
(ii)Possession of the Property shall be delivered to the Buyer at Closing, in
substantially the same condition as it existed on the Contract Date, ordinary wear and tear and
casualty excepted.
Notwithstanding any provision of this Agreement to the contrary, in the event this transaction is
not completed, Seller shall have no liability for any of Buyer’s losses, damages, costs, or expenses
of any kind, including attorney fees, incurred in connection with its proposed acquisition of the
Property under the Option Agreement.
C.Closing Costs. Buyer shall pay the cost of the title policy and all of the Title
Company’s title search, closing and/or document preparation fees, and all recordation costs
associated with the transaction contemplated in this Agreement.
5.ACCEPTANCE OF PROPERTY AS-IS
Buyer agrees to purchase the Property “as-is, where-is” and without any representations or
warranties by Seller as to the condition of the Property or its fitness for any particular use or
purpose. Seller offers no such representation or warranty as to condition or fitness, and nothing in
this Agreement will be construed to constitute such a representation or warranty as to condition or
fitness.
6.TAXES
Buyer, and Buyer’s successors and assigns, shall be liable for any and all real property taxes
assessed and levied against the Property with respect to the year in which the Closing takes place
and for all subsequent years. Seller shall have no liability for any real property taxes associated
with the Property, and nothing in this Agreement shall be construed to require the proration or
other apportionment of real property taxes resulting in Seller’s liability therefor.
7.REMEDIES
Upon any default in or breach of this Agreement by either Party, the defaulting Party will proceed
immediately to cure or remedy such default within ten (10) days after receipt of written notice of
such default or breach from the non-defaulting Party, or, if the nature of the default or breach is
such that it cannot be cured within ten (10) days, the defaulting Party will diligently and in good
faith pursue and prosecute to completion an appropriate cure within a reasonable time, and the
Parties shall agree to an appropriate extension of the Closing Date (the “Extended Closing Date”).
In the event of a default or breach that remains uncured beyond the Extended Closing Date, the
non-defaulting Party may terminate this Agreement, commence legal proceedings, including an
action for specific performance, or pursue any other remedy available at law or in equity. All the
Parties’ respective rights and remedies concerning this Agreement and the Property are
cumulative.
8.COMMISSIONS
The Parties mutually acknowledge and warrant to one another that neither Buyer nor Seller is
represented by any broker in connection with the trans action contemplated in this Agreement.
Buyer and Seller agree to indemnify and hold harmless one another from any claim for
commissions in connection with the transaction contemplated in this Agreement.
9.INTERPRETATION; APPLICABLE LAW
Both Parties having participated fully and equally in the negotiation and preparation of this
Agreement, this Agreement shall not be more strictly construed, nor shall any ambiguities in this
Agreement be presumptively resolved, against either Party. This Agreement shall be interpreted
and enforced according to the laws of the State of Indiana.
10.DISPUTE RESOLUTION; WAIVER OF JURY TRIAL
Any action to enforce the terms or conditions of this Agreement or otherwise concerning a dispute
under this Agreement will be commenced in the courts of St. Joseph County, Indiana, unless the
Parties mutually agree to an alternative method of dispute resolution. The Parties acknowledge
that disputes arising under this Agreement are likely to be complex and they desire to streaml ine
and minimize the cost of resolving such disputes. In any legal proceeding, each Party irrevocably
waives the right to trial by jury in any action, counterclaim, dispute, or proceeding based upon, or
related to, the subject matter of this Agreement. This waiver applies to all claims against all parties
to such actions and proceedings. This waiver is knowingly, intentionally, and voluntarily made
by both Parties.
11.WAIVER
Neither the failure nor any delay on the part of a Party to exercise any right, remedy, power, or
privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial
exercise of any right, remedy, power, or privilege preclude any other or further exercise of the
same or of any right, remedy, power, or privilege with respect to any occurrence be construed as
a waiver of any such right, remedy, power, or privilege with respect to any other occurrence. No
waiver shall be effective unless it is in writing and is signed by the party asserted to have granted
such waiver.
12.SEVERABILITY
If any term or provision of this Agreement is held by a court of competent jurisdiction to be invalid,
void, or unenforceable, the remaining terms and provisions of this Agreement shall continue in
full force and effect unless amended or modified by mutual consent of the Parties.
13.FURTHER ASSURANCES
The Parties agree that they will each undertake in good faith, as permitted by law, any action and
execute and deliver any document reasonably required to carry out the intents and purposes of this
Agreement.
14.ASSIGNMENT
Buyer and Seller agree that this Agreement or any of Buyer’s rights hereunder may not be assigned
by Buyer, in whole or in part, without the prior written consent of Seller. In the event Buyer wishes
to obtain Seller’s consent regarding a proposed assignment of this Agreement, Buyer shall provide
any and all information reasonably demanded by Seller in connection with the proposed
assignment and/or the proposed assignee.
15.BINDING EFFECT; COUNTERPARTS; SIGNATURES
All the terms and conditions of this Agreement will be effective and binding upon the Parties and
their successors and assigns at the time the Agreement is fully signed and delivered by Buyer and
Seller. This Agreement may be separately executed in counterparts by Buyer and Seller, and the
same, when taken together, will be regarded as one original Agreement. Electronically transmitted
signatures will be regarded as original signatures.
16.AUTHORITY TO EXECUTE; EXISTENCE
The undersigned persons executing and delivering this Agreement on behalf of the respective
Parties represent and certify that they are the duly authorized representatives of each and have been
fully empowered to execute and deliver this Agreement and that all necessary corporate action has
been taken and done.
17.TIME
Time is of the essence of this Agreement.
[Signature page follows.]
IN WITNESS WHEREOF, the Parties hereby execute this Real Estate Purchase
Agreement to be effective as of the Contract Date stated above.
BUYER:
ST. JOSEPH COUNTY PUBLIC LIBRARY
__________________________
Printed:
Its:
Dated:
SELLER:
SOUTH BEND REDEVELOPMENT COMMISSION
__________________________
Marcia I. Jones, President
ATTEST:
__________________________
Quintin Phillips, Secretary
EXHIBIT A
Description of Property
Parcel Key Nos. 018-3008-027802
018-3008-0279
018-3008-0280
018-3008-0281
018-3008-0282
018-3008-028301
More particularly described as follows:
Parcel I: The South Twenty-one and Twenty-five Hundredths (21.25) feet of Lot Numbered 296
as shown on the recorded Original Plat of the Town, now City, of South Bend, together with the
East Half of the vacated alley lying West and adjacent.
Parcel II: Lot Numbered 297 as shown on the Original Plat of the Town, now City, of South Bend,
together with the North Half of the vacated alley lying South and adjacent and also together with
the East Half of the vacated alley lying West and adjacent.
Parcel III: A lot or parcel of land 35 feet in width, North and South, taken off of and from the
entire length of the North side of Lot Numbered 298 as shown on the Original Plat of the Town,
now City, of South Bend, together with the South Half of the vacated alley lying North and
adjacent and also together with the East Half of the vacated alley lying West and adjacent.
Parcel IV: A part of Lot Numbered 298 as shown on the Original Plat of the Town, now City, of
South Bend, which part is described as follows: Beginning at a point Thirty-five (35) feet South
of the Northeast corner of said lot; thence running South Fifte en and Five-sixths (15-5/6) feet;
thence West One Hundred Sixty-five (165) feet to the West line of said lot; thence North, on said
West line, Fifteen and Five-sixths (15-5/6) feet; thence East One Hundred Sixty-five (165) feet to
the place of beginning, together with the East Half of the vacated alley lying West and adjacent.
Parcel V: A parcel of land Fifteen and One-Sixth (15-1/6) feet in width, taken off of the entire
length of the South side of Lot Numbered 298, and another parcel of land Four (4) inches in width
taken off of the entire length of the North side of Lot Numbered 299 as shown on the Original Plat
of the Town, now City, of South Bend, together with the East Half of the vacated alley lying West
and adjacent.
Parcel VI: A parcel of land Sixteen and One-half (16-1/2) feet wide taken off of the North side of
Lot Numbered 299 as shown on the Original Plat of the Town, now City, of South Bend, excepting
therefrom a strip of land Four (4) inches in width taken off of the entire length of the North side
of said Sixteen and One-half (16-1/2) foot strip.
EXHIBIT B
Form of Warranty Deed
Page 1 of 3
AUDITOR’S RECORD
TRANSFER NO.__________
TAXING UNIT___________
DATE __________________
KEY NOS. 018-3008-027802
018-3008-0279
018-3008-0280
018-3008-0281
018-3008-0282
018-3008-028301
WARRANTY DEED
THIS INDENTURE WITNESSETH, that the City of South Bend, Department of Redevelopment, by and
through its governing body, the South Bend Redevelopment Commission, 1400 S. County-City Building,
227 W. Jefferson Boulevard, South Bend, Indiana (the “Grantor”)
CONVEYS AND WARRANTS to the St. Joseph County Public Library, with an address at 304 S. Main
Street, South Bend, Indiana (the “Grantee”),
for and in consideration of One Dollar ($1.00) and other good and valuable consideration, the receipt and
sufficiency of which are hereby acknowledged, the real estate located in St. Joseph County, Indiana and
more particularly described on Exhibit A (the “Property”).
The Grantor warrants title to the Property only insofar as it might be affected by any act of the
Grantor during its ownership thereof and not otherwise.
The Grantor hereby conveys the Property to the Grantee free and clear of all leases or licenses;
subject to real property taxes and assessments; subject to all easements, covenants, conditions, restrictions,
and other matters of record; subject to rights of way for roads and such matters as would be disclosed by
an accurate survey and inspection of the Property; subject to all applicable building codes and zoning
ordinances; and subject to all provisions and objectives contained in the Commission’s River West
Development Area plan, as amended from time to time, and any design review guidelines associated
therewith, as well as that certain Memorandum of Understanding, dated November 8, 2018, between the
Grantor and the Grantee with respect to the development of the Property.
The Grantor conveys the Property to the Grantee subject to the limitation that the Grantee, and its
successors and assigns, shall not discriminate against any person on the basis of race, creed, color, sex, age,
or national origin in the sale, lease, rental, use, occupancy, or enjoyment of the Property or any
improvements constructed on the Property.
Each of the undersigned persons executing this deed on behalf of the Grantor represents and
certifies that s/he is a duly authorized representative of the Grantor and has been fully empowered, by
proper action of the governing body of the Grantor, to execute and deliver this deed, that the Grantor has
Page 2 of 3
full corporate capacity to convey the real estate described herein, and that all necessary action for the
making of such conveyance has been taken and done.
GRANTOR:
CITY OF SOUTH BEND,
DEPARTMENT OF REDEVELOPMENT
______________________________
Marcia I. Jones, President
ATTEST:
______________________________
Quentin Phillips, Secretary
STATE OF INDIANA )
) SS:
ST. JOSEPH COUNTY )
Before me, the undersigned, a Notary Public, in and for said County and State, personally appeared
Marcia I. Jones and Quentin Phillips, known to me to be the President and Secretary, respectively, of the
South Bend Redevelopment Commission and acknowledged the execution of the foregoing Special
Warranty Deed.
IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed my official seal on
the _____ day of July, 2019.
____________________________________
Mary C. Brazinsky, Notary Public
Resident of St. Joseph County, Indiana
Commission expires: December 12, 2024
I affirm, under the penalties for perjury, that I have taken reasonable care to redact each Social Security number in this do cument, unless required
by law. Sandra L Kennedy.
This instrument was prepared by Sandra L. Kennedy, Assistant City Attorney, County-City Building, 227 W Jefferson Blvd., Ste. 1200S, South
Bend, IN 46601.
Page 3 of 3
EXHIBIT A
Description of Property
Parcel Key Nos. 018-3008-027802
018-3008-0279
018-3008-0280
018-3008-0281
018-3008-0282
018-3008-028301
More particularly described as follows:
Parcel I: The South Twenty-one and Twenty-five Hundredths (21.25) feet of Lot Numbered 296
as shown on the recorded Original Plat of the Town, now City, of South Bend, together with the
East Half of the vacated alley lying West and adjacent.
Parcel II: Lot Numbered 297 as shown on the Original Plat of the Town, now City, of South Bend,
together with the North Half of the vacated alley lying South and adjacent and also together with
the East Half of the vacated alley lying West and adjacent.
Parcel III: A lot or parcel of land 35 feet in width, North and South, taken off of and from the
entire length of the North side of Lot Numbered 298 as shown on the Original Plat of the Town,
now City, of South Bend, together with the South Half of the vacated alley lying North and
adjacent and also together with the East Half of the vacated alley lying West and adjacent.
Parcel IV: A part of Lot Numbered 298 as shown on the Original Plat of the Town, now City, of
South Bend, which part is described as follows: Beginning at a point Thirty-five (35) feet South
of the Northeast corner of said lot; thence running South Fifteen and Five-sixths (15-5/6) feet;
thence West One Hundred Sixty-five (165) feet to the West line of said lot; thence North, on said
West line, Fifteen and Five-sixths (15-5/6) feet; thence East One Hundred Sixty-five (165) feet to
the place of beginning, together with the East Half of the vacated alley lying West and adjacent.
Parcel V: A parcel of land Fifteen and One-Sixth (15-1/6) feet in width, taken off of the entire
length of the South side of Lot Numbered 298, and another parcel of land Four (4) inches in width
taken off of the entire length of the North side of Lot Numbered 299 as shown on the Original Plat
of the Town, now City, of South Bend, together with the East Half of the vacated alley lying West
and adjacent.
Parcel VI: A parcel of land Sixteen and One-half (16-1/2) feet wide taken off of the North side of
Lot Numbered 299 as shown on the Original Plat of the Town, now City, of South Bend,
excepting therefrom a strip of land Four (4) inches in width taken off of the entire length of the
North side of said Sixteen and One-half (16-1/2) foot strip.
ITEM: 5A2
1
DEVELOPMENT AGREEMENT
This Development Agreement (this “Agreement”), is effective as of July 11, 2019 (the
“Effective Date”), by and between the City of South Bend, Department of Redevelopment, acting
by and through its governing body, the South Bend Redevelopment Commission (the
“Commission”), South Bend Heritage Foundation, Inc., an Indiana non-profit corporation with its
registered office at 803 Lincoln Way West, South Bend, Indiana 46616 (“SBHF”), and
Neighborhood Development Associates, LLC, in Indiana limited liability company with its
registered office at 724 W. Washington St., South Bend, Indiana 46601 (“NDA,” and together with
SBHF, the “Developer”) (each, a “Party,” and collectively, the “Parties”).
RECITALS
WHEREAS, the Commission exists and operates under the provisions of the
Redevelopment of Cities and Towns Act of 1953, as amended (I.C. 36-7-14 et seq., the “Act”);
and
WHEREAS, the Act provides that the clearance, replanning, and redevelopment of
redevelopment areas are public uses and purposes for which public money may be spent; and
WHEREAS, the Developer owns or will acquire twenty-four (24) parcels of real property
that were included in the Blight Elimination Program or the 1000 Houses in 1000 Days Program
(the “Programs”) such as those parcels described in Exhibit A, together with all improvements
thereon and all easements, rights, licenses, and other interests appurtenant thereto (collectively,
the “Developer Property”); and
WHEREAS, the Developer desires to construct, renovate, or otherwise rehabilitate certain
elements of the Developer Property (the “Project”) in accordance with the project plan (the
“Project Plan”) attached hereto as Exhibit B; and
WHEREAS, the Developer expects to fund the Project in part by obtaining and selling
certain tax credits granted to the Developer by the Indiana Housing and Community Development
Authority (the “IHCDA”) based on the Developer’s application to the IHCDA to be submitted on
or before the IHCDA’s deadline of July 29, 2019; and
WHEREAS, the Developer Property is located within the corporate boundaries of the City
of South Bend, Indiana (the “City”), within the River West Development Area or an area serving
it as contemplated by Section 36-7-14-39(b)(3)(J) of the Act(together, the “Area”); and
WHEREAS, the Commission has adopted (and subsequently amended, from time to time)
a development plan, which contemplates development of the Area consistent with the Project; and
WHEREAS, the Commission believes that accomplishing the Project as described herein
is in the best interests of the health, safety, and welfare of the City and its residents; and
WHEREAS, the Commission desires to facilitate and assist the Project by undertaking the
local public improvements stated in Exhibit C (the “Local Public Improvements”) and the
2
financing thereof, subject to the terms and conditions of this Agreement and in accordance with
the Act.
NOW, THEREFORE, in consideration of the mutual promises and obligations stated in
this Agreement, the adequacy of which is hereby acknowledged, the Parties agree as follows:
SECTION 1. DEFINITIONS.
Unless otherwise defined in this Agreement, capitalized terms used in this Agreement have
the following meanings:
1.1 Assessed Value. “Assessed Value” means the market value-in-use of a property,
used for property tax assessment purposes as determined by the St. Joseph County Assessor.
1.2 Board of Works. “Board of Works” means the Board of Public Works of the City,
a public body granted the power to award contracts for public works pursuant to I.C. 36-1-12.
1.3 Funding Amount. “Funding Amount” means an amount not to exceed Eight
Hundred Five Thousand Dollars ($805,000.00) of tax increment finance revenues to be used for
paying the costs associated with the construction, equipping, inspection, and delivery of the Local
Public Improvements.
1.4 Private Investment. “Private Investment” means an amount no less than Eight
Million Dollars ($8,000,000.00) to be expended by the Developer for the costs associated with
constructing the improvements set forth in the Project Plan, including architectural, engineering,
and any other costs directly related to completion of the Project that are expected to contribute to
increases in the Assessed Value of the Developer Property.
SECTION 2. INTERPRETATION, TERMS, AND RECITALS.
2.1 Interpretation.
(a) The terms “herein,” “hereto,” “hereunder,” and all terms of similar import
shall be deemed to refer to this Agreement as a whole rather than to any Article of, Section
of, or Exhibit to this Agreement.
(b) Unless otherwise specified, references in this Agreement to (i) “Section” or
“Article” shall be deemed to refer to the Section or Article of this Agreement bearing the
number so specified, (ii) “Exhibit” shall be deemed to refer to the Exhibit of this Agreement
bearing the letter or number so specified, and (iii) references to this “Agreement” shall
mean this Agreement and any exhibits and attachments hereto.
(c) Captions used for or in Sections, Articles, and Exhibits of this Agreement
are for convenience of reference only and shall not affect the construction of this
Agreement.
(d) The terms “include”, “including” and “such as” shall each be construed as
if followed by the phrase “without being limited to.”
3
2.2 Recitals. The Recitals set forth above are incorporated into and are a part of this
Agreement for all purposes.
SECTION 3. ACCESS.
3.1 Grant of Easement. The Developer will grant to the Commission a temporary, non-
exclusive easement on, in, over, under and across any part(s) of the Developer Property (the
“Easement”) in the form attached hereto as Exhibit D, to permit the Commission to fulfill its
obligations under this Agreement, including the construction, equipping, inspection, and delivery
of the Local Public Improvements. The Easement shall (a) inure to the benefit of the Commission
and the Board of Works or any contractors acting on behalf of the Commission in connection with
the construction, equipping, inspection, and delivery of the Local Public Improvements; (b) shall
bind the Developer and its grantees, successors, and assigns; and (c) shall terminate no later than
upon completion of the Local Public Improvements, as determined by the Board of Works.
SECTION 4. DEVELOPER’S OBLIGATIONS.
4.1 Generally.
(a) The Parties acknowledge and agree that the Commission’s agreements to
perform and abide by the covenants and obligations set forth in this Agreement are material
consideration for the Developer’s commitment to perform and abide by the covenants and
obligations of the Developer contained in this Agreement.
(b) The Parties acknowledge and agree that SBHF and NDA are jointly and
severally obligated to perform all responsibilities of the Developer under this Agreement.
(c) The Parties further acknowledge that some of the parcels included in the
Developer Property may change, subject to their availability for purchase. In such case,
the Parties agree that so long as the parcels were included in the Programs, the Developer
may provide the Commission, or the Department of Community Investment as its designee,
with a list of the parcels to be removed and added to the Developer Property.
4.2 The Project.
(a) No later than August 31, 2020, the Developer will acquire fee simple
ownership of all real property necessary to carry out each element of the Project Plan
attached hereto as Exhibit B.
(b) The Developer will perform all necessary work to complete the
improvements set forth in the Project Plan attached hereto as Exhibit B and the plans and
specifications approved by the City Planner pursuant to Section 4.8 of this Agreement,
which improvements shall comply with all zoning and land use laws and ordinances.
(c) The Developer will expend the Private Investment to complete the Project
in accordance with the Project Plan attached hereto as Exhibit B and the plans and
specifications to be approved by the Commission pursuant to Section 4.8 of this Agreement.
4
4.3 Cooperation. The Developer agrees to endorse and support the Commission’s
efforts to expedite the Local Public Improvements through any required planning, design, public
bidding, construction, inspection, waiver, permitting, and related regulatory processes.
4.4 Obtain Necessary Easements. The Developer agrees to obtain any and all
easements from any governmental entity and/or any other third parties that the Developer or the
Commission deems necessary or advisable in order to complete the Local Public Improvements,
and the obtaining of such easements is a condition precedent to the Commission’s obligations
under this Agreement.
4.5 Timeframe for Completion. The Developer hereby agrees to complete the Project
and any other obligations the Developer may have under this Agreement by the date that is thirty-
six (36) months after the Effective Date of this Agreement (the “Mandatory Project Completion
Date”). Notwithstanding any provision of this Agreement to the contrary, the Developer’s failure
to complete the Project or any other obligations the Developer may have under this Agreement by
the Mandatory Project Completion Date will constitute a default under this Agreement without
any requirement of notice of or an opportunity to cure such failure.
4.6 Reserved.
4.7 Reporting Obligations.
(a) Upon the letting of contracts for substantial portions of the Project and again
upon substantial completion of the Project, the Developer hereby agrees to report to the
Commission the number of local contractors and local laborers involved in the Project, the
amount of bid awards for each contract related to the Project, and information regarding
which contractor is awarded each contract with respect to the Project.
(b) On or before June 30 and December 31 of each year until substantial
completion of the Project, the Developer shall submit to the Commission a report
demonstrating the Developer’s good-faith compliance with the terms of this Agreement.
The report shall include the following information and documents: (i) a status report of the
construction completed to date, (ii) an update on the project schedule, and (iii) an itemized
accounting generally identifying the Private Investment to date.
4.8 Submission of Plans and Specifications for Project. Promptly upon completion of
all plans and specifications for the Project, or changes thereto, and prior to the Commission’s
expenditure of the Funding Amount, the Developer shall deliver a complete set thereof to the City
Planner for the City of South Bend, or his designee (the “City Planner”). The City Planner or his
designee may approve or disapprove said plans and specifications for the Project in his or her sole
discretion and may request revisions or amendments to be made to the same.
4.9 Project Costs and Expenses. The Developer hereby agrees to pay, or cause to be
paid, all costs and expenses of planning, construction, management, and all other activities or
purposes associated with the Project (including legal, architectural, and engineering fees),
exclusive of the Local Public Improvements, which shall be paid for by the Commission by and
through the Funding Amount subject to the terms of this Agreement.
5
4.10 Specifications for Local Public Improvements. The Developer will be responsible
for the preparation of all bid specifications related to the Local Public Improvements, and the
Developer will pay all costs and expenses of such preparation, provided, however, that if the
Commission pays any costs or expenses of such preparation, then the amount paid by the
Commission will be deducted from the Funding Amount. The Developer will submit all bid
specifications related to the Local Public Improvements to the City of South Bend Engineering
Department (the “Engineering Department”). The Engineering Department may approve or
disapprove said bid specifications for the Project in its sole discretion and may request revisions
or amendments to be made to the same. The Commission shall not be required to expend the
Funding Amount unless the Engineering Department has approved all bid specifications.
4.11 Use of MBE/WBE Contractors. The Developer will exercise good faith efforts to
solicit bids from and award contracts to local Minority Business Enterprises (“MBEs”) and/or
Women’s Business Enterprises (“WBEs”) for work associated with the Project. The Developer
will diligently pursue the goal of awarding to MBEs and/or WBEs Project-related contracts with
an aggregate value of no less than eight percent (8%) of the Private Investment.
4.12 Non-Interference. The Developer hereby agrees to use commercially reasonable
efforts to minimize disruption for those living and working near the Developer Property during
construction of the Project.
4.13 Insurance. The Developer shall purchase and maintain comprehensive insurance
coverage as is appropriate for the work being performed with respect to the Project. The Developer
shall provide proof of such adequate insurance to the Commission and shall notify the Commission
and the City of any change in or termination of such insurance. During the period of construction
or provision of services regarding any Local Public Improvements, the Developer shall maintain
insurance in the kinds and for at least the minimum amounts as described in Exhibit E attached
hereto and the Commission and the City shall be named as additional insureds on such policies
(but not on any worker’s compensation policies).
4.14 Information. The Developer agrees to provide any and all due diligence items with
respect to the Project reasonably requested by the Commission.
4.15 Other Incentives. The Developer agrees that, for its completion of the Project (as
defined in the Project Plan), the Developer will not request or pursue any financial incentive or
support from the City other than the Commission’s commitment of the Funding Amount under
this Agreement, including without limitation any tax abatement with respect to the Developer
Property or any other property associated with the Project.
SECTION 5. COMMISSION’S OBLIGATIONS.
5.1 Generally. The Parties acknowledge and agree that the Developer’s agreement to
perform and abide by the covenants and obligations set forth in this Agreement is material
consideration for the Commission’s commitment to perform and abide by the covenants and
obligations of the Commission contained in this Agreement.
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5.2 Completion of Local Public Improvements.
(a) The Commission hereby agrees to complete (or cause to be completed) the
Local Public Improvements described in Exhibit C attached hereto on a schedule to be
reasonably determined and agreed to by the Commission and the Developer, as may be
modified due to unforeseen circumstances and delays.
(b) Before any contract is awarded for the completion of the Local Public
Improvements and before any work on the Local Public Improvements will commence, (i)
the Developer will have obtained and sold the tax credits awarded to the Developer by the
IHCDA and obtained all additional financing necessary to complete the Project in
accordance with the Project Plan, (ii) the City Planner will have received satisfactory plans
and specifications for the Project and approved the same in accordance with Section 4.8 of
this Agreement, and (iii) the Engineering Department will have received satisfactory bid
specifications for the Local Public Improvements and approved the same in accordance
with Section 4.10 of this Agreement.
(c) The Local Public Improvements will be completed in accordance with all
applicable public bidding and contracting laws and will be subject to inspection by the
Engineering Department or its designee.
(d) Notwithstanding anything to the contrary contained herein, in the event the
costs associated with the Local Public Improvements are in excess of the Funding Amount,
Developer, at its sole option and prior to the award of any contract for or change order
related to the Local Public Improvements, may determine to pay to the Commission the
amount of the excess costs to permit timely completion of the Local Public Improvements
by the Commission, or an agent of the Commission, which amounts shall be applied for
such purpose. If Developer chooses not to pay any such excess costs of the Local Public
Improvements (above the Funding Amount), the Commission may reduce the scope of the
Local Public Improvements to the amount which may be funded with the Funding Amount.
In no event will the Commission be required to spend more than the Funding Amount in
connection with the Local Public Improvements.
5.3 Tax Credit Contingency. Notwithstanding anything to the contrary contained
herein, this Agreement will terminate, and the Commission will have no obligation to expend any
portion of the Funding Amount or to complete any portion of the Local Public Improvements, in
the event the Developer has not obtained an award of tax credits for the Project from IHCDA on
or before November 30, 2019.
5.4 Cooperation. The Commission agrees to endorse and support the Developer’s
efforts to expedite the Project through any required planning, design, permitting, waiver, and
related regulatory processes, provided, however, that the Commission will not be required to
expend any money in connection therewith.
5.5 Public Announcements, Press Releases, and Marketing Materials. The
Commission hereby agrees to coordinate all public announcements and press releases relating to
the Project with the Developer.
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SECTION 6. COOPERATION IN THE EVENT OF LEGAL CHALLENGE.
6.1 Cooperation. In the event of any administrative, legal, or equitable action or other
proceeding instituted by any person not a party to this Agreement challenging the validity of any
provision of this Agreement, the Parties shall cooperate in defending such action or proceeding to
settlement or final judgment including all appeals. Each Party shall select its own legal counsel
and retain such counsel at its own expense, and in no event shall the Commission be required to
bear the fees and costs of the Developer’s attorneys nor shall the Developer be required to bear the
fees and costs of the Commission’s attorneys. The Parties agree that if any other provision of this
Agreement, or this Agreement as a whole, is invalidated, rendered null, or set aside by a court of
competent jurisdiction, the Parties agree to be bound by the terms of this Section 6.1, which shall
survive such invalidation, nullification, or setting aside.
SECTION 7. DEFAULT.
7.1 Default. Any failure by either Party to perform any term or provision of this
Agreement, which failure continues uncured for a period of thirty (30) days following written
notice of such failure from the other Party, shall constitute a default under this Agreement. Any
notice given pursuant to the preceding sentence shall specify the nature of the alleged failure and,
where appropriate, the manner in which said failure satisfactorily may be cured. Upon the
occurrence of a default under this Agreement, the non-defaulting Party may (a) terminate this
Agreement, or (b) institute legal proceedings at law or in equity (including any action to compel
specific performance) seeking remedies for such default. If the default is cured within thirty (30)
days after the notice described in this Section 7.1, then no default shall exist and the noticing Party
shall take no further action.
7.2 Reimbursement Obligation. In the event that the Developer fails (a) to complete
the Project by the Mandatory Project Completion Date, or (b) to expend the full amount of the
Private Investment by the Mandatory Project Completion Date, then upon the written demand of
the Commission, the Developer will repay the Commission One Hundred Fifty Percent (150%) of
the portion of the Funding Amount expended by the Commission in furtherance of the Local Public
Improvements as of the date of the Commission’s demand.
7.3 Force Majeure. Notwithstanding anything to the contrary contained in this
Agreement, none of the Parties shall be deemed to be in default where delays in performance or
failures to perform are due to, and a necessary outcome of, war, insurrection, strikes or other labor
disturbances, walk-outs, riots, floods, earthquakes, fires, casualties, acts of God, acts of terrorism,
restrictions imposed or mandated by governmental entities, enactment of conflicting state or
federal laws or regulations, new or supplemental environments regulations, contract defaults by
third parties, or similar basis for excused performance which is not within the reasonable control
of the Party to be excused (each, an event of “Force Majeure”). Upon the request of any of the
Parties, a reasonable extension of any date or deadline set forth in this Agreement due to such
cause will be granted in writing for a period necessitated by the event of Force Majeure, or longer
as may be mutually agreed upon by all the Parties.
8
SECTION 8. NO AGENCY, JOINT VENTURE, OR PARTNERSHIP; CONFLICT OF
INTEREST; INDEMNITY.
8.1 No Agency, Joint Venture or Partnership. The Parties acknowledge and agree that:
(a) The Project is a private development;
(b) None of the Commission, the Board of Public Works, or the Developer has
any interest or responsibilities for, or due to, third parties concerning any improvements
until such time, and only until such time, that the Commission, the Board of Public Works,
and/or the Developer expressly accepts the same; and
(c) The Parties hereby renounce the existence of any form of agency
relationship, joint venture or partnership between the Commission, the Board of Public
Works, and the Developer and agree that nothing contained herein or in any document
executed in connection herewith shall be construed as creating any such relationship
between the Commission, the Board of Public Works, and the Developer.
8.2 Conflict of Interest; Commission Representatives Not Individually Liable. No
member, official, or employee of the Commission or the City may have any personal interest,
direct or indirect, in this Agreement, nor shall any such member, official, or employee participate
in any decision relating to this Agreement which affects his or her personal interests or the interests
of any corporation, partnership, or association in which he or she is, directly or indirectly,
interested. No member, official, or employee of the Commission or the City shall be personally
liable to the Developer, or any successor in interest, in the event of any default or breach by the
Commission or for any amount which may become due to the Developer, or its successors and
assigns, or on any obligations under the terms of this Agreement. No partner, member, employee,
or agent of the Developer or successors of them shall be personally liable to the Commission under
this Agreement.
8.3 Indemnity. The Parties acknowledge that the Local Public Improvements are
subject to applicable public bidding and contracting laws, and the City, through its Board of Public
Works (not the Developer) will be a party to any contract awarded through the public bidding and
contracting process. The Developer agrees to indemnify, defend, and hold harmless the
Commission, the Board of Public Works, and the City from and against any third-party claims
suffered by the Commission, the Board of Public Works, or the City resulting from or incurred in
connection with the Project, exclusive of the Local Public Improvements.
SECTION 9. MISCELLANEOUS.
9.1 Severability. If any term or provision of this Agreement is held by a court of
competent jurisdiction to be invalid, void, or unenforceable, the remaining terms and provisions
of this Agreement shall continue in full force and effect unless amended or modified by mutual
consent of the parties.
9.2 Waiver. Neither the failure nor any delay on the part of a Party to exercise any
right, remedy, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall
a single or partial exercise of any right, remedy, power, or privilege preclude any other or further
9
exercise of the same or of any right, remedy, power, or privilege with respect to any occurrence
be construed as a waiver of any such right, remedy, power, or privilege with respect to any other
occurrence. No waiver shall be effective unless it is in writing and is signed by the party asserted
to have granted such waiver.
9.3 Other Necessary Acts. Each Party shall execute and deliver to the other Parties all
such other further instruments and documents as may be reasonably necessary to accomplish the
Project and the Local Public Improvements contemplated by this Agreement and to provide and
secure to the other Parties the full and complete enjoyment of its rights and privileges hereunder.
Notwithstanding the foregoing, the Parties understand and agree that certain actions contemplated
by this Agreement may be required to be undertaken by persons, agencies, or entities that are not
a party to this Agreement, including, but not limited to certain permits, consents, and/or approvals
(to the extent they have not yet been obtained and completed), and that any action by such third
parties shall require independent approval by the respective person, agency, entity, or governing
body thereof.
9.4 Dispute Resolution; Waiver of Jury Trial. Any action to enforce the terms or
conditions of this Agreement or otherwise concerning a dispute under this Agreement will be
commenced in the courts of St. Joseph County, Indiana, unless the Parties mutually agree to an
alternative method of dispute resolution. The Parties acknowledge that disputes arising under this
Agreement are likely to be complex and they desire to streamline and minimize the cost of
resolving such disputes. In any legal proceeding, each Party irrevocably waives the right to trial
by jury in any action, counterclaim, dispute, or proceeding based upon, or related to, the subject
matter of this Agreement. This waiver applies to all claims against all parties to such actions and
proceedings. This waiver is knowingly, intentionally, and voluntarily made by both Parties.
9.5 Attorneys’ Fees. In the event of any litigation, mediation, or arbitration between
the Parties regarding an alleged breach of this Agreement, none of the Parties shall be entitled to
any award of attorney’s fees.
9.6 Equal Employment Opportunity. The Developer, for itself and its successors and
assigns, agrees that during the construction of the Project:
(a) The Developer will not discriminate against any employee or applicant for
employment because of race, color, religion, sex, or national origin. The Developer agrees
to post in conspicuous places, available to employees and applicants for employment,
notices setting forth the provisions of this nondiscrimination clause; and
(b) The Developer will state, in all solicitations or advertisements for
employees placed by or on behalf of the Developer, that all qualified applicants will receive
consideration for employment without regard to race, color, religion, sex, or national origin.
9.7 Counterparts. This Agreement may be executed in separate counterparts, each of
which when so executed shall be an original, but all of which together shall constitute one and the
same instrument. Any electronically transmitted version of a manually executed original shall be
deemed a manually executed original.
10
9.8 Notices and Demands. Any notice, demand, or other communication required or
permitted under the terms of this Agreement may be delivered (a) by hand-delivery (which will be
deemed delivered at the time of receipt), (b) by registered or certified mail, return receipt requested
(which will be deemed delivered three (3) days after mailing), or (c) by overnight courier service
(which will be deemed delivered on the next business day) to each Party’s respective addresses
and representatives stated below.
Developer: South Bend Heritage Foundation, Inc.
803 Lincoln Way West
South Bend, IN 46616
Attn: Executive Director
and
Neighborhood Development Associates, LLC
724 W. Washington St.
South Bend, IN 46601
Commission: South Bend Redevelopment Commission
1400 S. County-City Building
227 W. Jefferson Blvd.
South Bend, IN 46601
Attn: Executive Director
South Bend Department of Community Investment
With a copy to: South Bend Legal Department
1200 S. County-City Building
227 W. Jefferson Blvd.
South Bend, IN 46601
Attn: Corporation Counsel
9.9 Governing Law. This Agreement is governed by and construed in accordance with
the laws of the State of Indiana.
9.10 Authority. Each undersigned person executing and delivering this Agreement on
behalf of a Party represents and certifies that he or she is the duly authorized officer or
representative of such Party, that he or she has been fully empowered to execute and deliver this
Agreement on behalf of such Party, and that all necessary action to execute and deliver this
Agreement has been taken by such Party.
9.11 No Third-Party Beneficiaries. Nothing in this Agreement, express or implied, is
intended or shall be construed to confer upon any person, firm, or corporation other than the Parties
hereto and their respective successors or assigns, any remedy or claim under or by reason of this
Agreement or any term, covenant, or condition hereof, as third-party beneficiaries or otherwise,
and all of the terms, covenants, and conditions hereof shall be for the sole and exclusive benefit of
the Parties herein.
11
9.12 Assignment. The Developer’s rights under this Agreement shall be personal to the
Developer and shall not run with the land. The Developer may not assign its rights or obligations
under this Agreement to any third party without obtaining the Commission’s prior written consent
to such assignment, which the Commission may give or withhold in its sole discretion, provided,
however, that the Developer may assign this Agreement to a legal entity formed specifically for
carrying out the Project with IHCDA tax-credit financing upon giving written notice of such
assignment to the Commission without the requirement of seeking the Commission’s consent. In
the event the Developer seeks the Commission’s consent to any such assignment, the Developer
shall provide to the Commission all relevant information concerning the identities of the persons
or entities proposed to be involved in and an explanation of the purposes for the proposed
assignment(s).
9.13 Further Assurances. The Parties agree that they will each undertake in good faith,
as permitted by law, any action and execute and deliver any document reasonably required to carry
out the intents and purposes of this Agreement.
9.14 Exhibits. All exhibits described herein and attached hereto are incorporated into
this Agreement by reference.
9.15 Entire Agreement. No representation, promise, or inducement not included in this
Agreement will be binding upon the Parties hereto. This Agreement cannot be modified except
by mutual agreement of the Parties set forth in a written instrument signed by the Parties’
authorized representatives.
9.16 Time. Time is of the essence of this Agreement.
[SIGNATURE PAGE FOLLOWS]
IN WITNESS WHEREOF, the Parties hereby execute this Agreement to be effective as of
the Effective Date stated above.
SOUTH BEND REDEVELOPMENT
COMMISSION
______________________________
Marcia I. Jones, President
ATTEST:
______________________________
Quentin Phillips, Secretary
SOUTH BEND HERITAGE FOUNDATION, INC.
By: _____________________________________
Name: ___________________________________
Title: ___________________________________
Date: _____________________________________
NEIGHBORHOOD DEVELOPMENT ASSOCIATES, LLC
By: _____________________________________
Name: ___________________________________
Title: ___________________________________
Date: _____________________________________
EXHIBIT A
Description of Developer Property
EXHIBIT B
Project Plan
The Developer will complete the following work in accordance with the terms and
conditions of this Agreement and in compliance with all applicable laws and regulations:
Construction of no less than twenty-four (24) new single-family residences in the
Near Northwest and Southeast Neighborhoods.
EXHIBIT C
Description of Local Public Improvements
The Commission will complete, or cause to be completed, in accordance with the terms
and conditions of this Agreement and in compliance with all applicable laws and regulations,
certain infrastructure elements or other improvements necessary to support the redevelopment of
the Developer Property, which will be identified and specifically determined by the Commission
(or the City’s Department of Community Investment acting on the Commission’s behalf) in
coordination with the Developer as soon as reasonably practicable following the Effective Date of
this Agreement.
EXHIBIT D
Form of Easement
GRANT OF TEMPORARY EASEMENT
THIS INDENTURE, made as of the day of _______________, 201__ (the “Effective
Date”), by and between ____________________, an Indiana ___________ with offices at
_________________________ (the “Grantor”), and the South Bend Redevelopment Commission,
governing body of the City of South Bend Department of Redevelopment, 1400 S. County-City Building,
227 West Jefferson Boulevard, South Bend, Indiana 46601 (the “Grantee”).
WITNESSETH:
For the sum of One Dollar ($1.00) and other good and valuable consideration, the receipt of which
Grantor hereby acknowledges, Grantor hereby grants, conveys, and warrants to Grantee a temporary, non-
exclusive easement (the “Easement”) on, in, over, under and across the real property described in attached
Exhibit 1 (the “Property”) for the construction, equipping, and delivery of certain improvements on the
Property (the “Local Public Improvements”), together with the right of ingress to and egress from the
Easement for said purposes, all pursuant to a certain Development Agreement by and between Grantor and
Grantee, dated _________________, 2019 (the “Development Agreement”). Capitalized terms not
otherwise defined herein shall have the meanings set forth in the Development Agreement.
The Easement granted herein shall pertain to the air, surface, and subsurface rights and interests of
Grantor, for the use and benefit of Grantee, and its successors and assigns, to the extent necessary to
accomplish and carry out the construction, equipping, and delivery of the Local Improvements on the
Property. The Easement hereby granted includes the right and privilege for Grantee at reasonable times to
clean and remove from said Easement any debris or obstructions interfering with said Easement.
The Easement granted herein, and its associated benefits and obligations, shall inure to the benefit
of Grantee and Grantee’s contractors acting on Grantee’s behalf in connection with the Local Public
Improvements.
Notwithstanding anything contained herein to the contrary, unless extended in writing by Grantor,
the Easement shall terminate and be of no further force and effect on the date (hereinafter, the “Construction
Termination Date”) of the earliest of the following: (a) completion of the Local Public Improvements; (b)
expiration or earlier termination of the Development Agreement; or (c) such earlier date as Grantor and
Grantee may agree to in writing.
IN WITNESS WHEREOF, Grantor has executed this Grant of Temporary Easement on the date shown in
the acknowledgment set forth below to be effective as of the Effective Date.
GRANTOR:
____________________, an Indiana _______
Printed:
Its:
STATE OF INDIANA )
) SS:
COUNTY OF ST. JOSEPH )
Before me, the undersigned, a Notary Public in and for said State, personally appeared
_______________________, to me known to be the _____________ of the Grantor in the above Grant of
Temporary Easement, and acknowledged the execution of the same as the Grantor’s free and voluntary act
and deed.
WITNESS my hand and Notarial Seal this day of _______________, 201__.
_______________________________________
____________________, Notary Public
Residing in County, IN
My Commission Expires: _______________________
This instrument was prepared by ____________________________.
I affirm, under the penalties for perjury, that I have taken reasonable care to redact each Social Security number in this document, unless required
by law. ______________________.
EXHIBIT 1
Description of Property
EXHIBIT E
Minimum Insurance Amounts
A. Worker’s Compensation
1. State Statutory
2. Applicable Federal Statutory
3. Employer’s Liability $100,000.00
B. Comprehensive General Liability
1. Bodily Injury
a. $5,000,000.00 Each Occurrence
b. $5,000,000.00 Annual Aggregate Products
and Completed Operation
2. Property Damage
a. $5,000,000.00 Each Occurrence
b. $5,000,000.00 Annual Aggregate
C. Comprehensive Automobile Liability
1. Bodily Injury
a. $500,000.00 Each Person
b. $500,000.00 Each Accident
2. Property Damage
a. $500,000.00 Each Occurrence
Redevelopment Commission Agenda Item
DATE: July 10, 2019
FROM: Kyle Silveus, Assistant City Engineer
SUBJECT: Amendment to Gemini (Washington/Colfax)
Which TIF? (circle one) River West; River East; South Side; Douglas Road; West Washington
PURPOSE OF REQUEST: Increase in funding amount of $230,000 to cover higher than anticipated bids
and the inclusion of water connection infrastructure in the amount of $230,000.
The Commission and the Developer entered into a Development Agreement dated effective June 28,
2018. The Commission agreed to expend an amount not to exceed $1,000,000 of tax increment finance
revenues, with $500,000 allocated for expenditure in 2018 and the remaining $500,000 allocated for
expenditure in 2019.
Bids were received and opened on June 11, 2019 for a portion of the improvements by the City of South
Bend Board of Public Works, and the lowest responsive bid from a responsible bidder exceeded the
Funding Amount. Additionally, the parties desire to include an amount in the Funding Amount Increase to
accommodate the cost of water connection infrastructure for the Project.
In order to award the contract to the winning bidder the Board requires an increase in the Funding Amount
of $230,000 from the 2019 allocation, to be used solely for the contract award and water connection
infrastructure.
INTERNAL USE ONLY: Project Code: _______________________________________________;
Total Amount new/change (inc/dec) in budget: _$2300,000_________; Break down:
Costs: Engineering Amt: ______________________; Other Prof Serv Amt_________________;
Acquisition of Land/Bldg (circle one) Amt: ___________; Street Const Amt ________________;
Building Imp Amt_________; Sewers Amt_________; Other (specify) Amt: ________________
___________________________________________. Going to BPW for Contracting? Y/N
Is this item ready to encumber now? ____ Existing PO#________ Inc/Dec $_____________
ITEM: 5B1
ITEM: 5C1
RESOLUTION NO. 3489
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROVING A REVISED SCHEDULE OF REGULAR MEETING TIMES
FOR THE REMAINDER OF CALENDAR YEAR 2019
WHEREAS, pursuant to Indiana Code § 36-7-14, the South Bend Redevelopment
Commission (“Commission”) is the governing body of the City of South Bend Department of
Redevelopment; and
WHEREAS, pursuant to Indiana Code § 36-7-14-8(g), the Commission may adopt the
rules and bylaws it considers necessary for the proper conduct of Commission proceedings and the
carrying out of the Commission’s duties; and
WHEREAS, Article IV, Section 1 of the Amended and Restated By-Laws of the South
Bend Redevelopment Commission, effective July 16, 2015 (the “By-Laws”), provides that the
Commission shall adopt a schedule of regular meetings at its first meeting each year; and
WHEREAS, Article VI, Section 2 of the By-Laws states that the Commission’s regular
meeting shall be held without notice at 9:30 A.M., unless otherwise announced; and
WHEREAS, pursuant to Resolution 4796-19 of the Common Council of the City of South
Bend, Indiana (“Council”), Council encouraged a change in the Commission’s meeting time from
9:30 A.M. to 4:00 P.M., effective July 1, 2019, in order to provide more citizens of the City of South
Bend an opportunity to attend the Commission’s meetings; and
WHEREAS, the Commission desires and encourages the public’s attendance at its
meetings and is willing to change its meeting time for the remainder of the 2019 calendar year in
order to accommodate Council’s request; and
WHEREAS, Commission staff will continue to monitor attendance at the Commission’s
meetings to determine and report to the Commission regarding the impact of the change in meeting
time on the public’s attendance; and
WHEREAS, the Commission desires to approve and adopt the attached revised schedule of
regular meeting dates and times for the remainder of calendar year 2019.
NOW, THEREFORE, BE IT RESOLVED by the South Bend Redevelopment
Commission that:
1.The Commission approves and adopts as its regular meeting schedule for the
remainder of calendar year 2019 the meeting dates and times stated in the schedule
attached hereto as Exhibit A.
2.Unless otherwise announced, regular meetings shall be held without further notice at
4:00 P.M., local time, at the Board of Public Works Meeting Room, 1308 County-
ITEM: 5C2
City Building, 227 West Jefferson Boulevard, South Bend, Indiana 46601, through
the Commission’s December 26, 2019 meeting.
3. This Resolution shall be in full force and effect upon its adoption.
ADOPTED at a Regular Meeting of the South Bend Redevelopment Commission held on
July 11, 2019, at 4:00 P.M. at 1308 County-City Building, 227 West Jefferson Boulevard, South
Bend, Indiana 46601.
SOUTH BEND
REDEVELOPMENT COMMISSION
______________________________
Marcia I. Jones, President
ATTEST:
______________________________
Quentin Phillips, Secretary
EXHIBIT A
Revised 2019 Meeting Schedule
of the
South Bend Redevelopment Commission
Commencing with its July 25, 2019 meeting and unless otherwise noted below, the South
Bend Redevelopment Commission will hold its regular meetings for the remainder of
calendar year 2019 on the 2nd and 4th Thursdays at 4:00 P.M. in the Board of Public
Works Conference Room.
July 25 4:00 P.M.
August 8 4:00 P.M.
August 22 4:00 P.M.
September 12 4:00 P.M.
September 26 4:00 P.M.
October 10 4:00 P.M.
October 24 4:00 P.M.
November 14 4:00 P.M.
November 25** 4:00 P.M.
December 12 4:00 P.M.
December 26 4:00 P.M.
**Note this is the Monday before Thanksgiving
FOR HEARING AND SIGHT IMPAIRED PERSONS
Auxiliary aid or other services are available upon request at no charge.
Please give reasonable advance request when possible.