HomeMy WebLinkAboutRM 07-11-80SOUTH BEND REDEVELOPMENT COMMISSION
REGULAR MEETING
July 11, 1980 1200 County -City Bldg.
10:00 A.M. 227 W. Jefferson Blvd.
Presiding Of icer: Mr. F. Jay Nimtz, South Bend, IN. 46601
President
1. ROLL CAL
Members resent: Mr. F. Jay Nimtz, President
Mr. Lloyd E. Robinson, Sr., Vice President
Mr. Robert Cira, Assistant Secretary
Members Absent:
Legal Co*sel:
Ms. Paula N. Auburn, Member
Mr. A. Peter Donaldson, Secretary
Mr. Kevin J. Butler
Staff: Mr. Carl Ellison, Executive Director
Mrs. Ann Kolata, Director
Mr. Kevin Horton, Assistant Director
Ms. Ann Bathon, Acquisition Specialist
Mr. Bill Fox, Relocation Specialist
Mr. Paul Falduto, Employment Targeting Asst.
Mrs. Jane Zimmerman, Executive Secretary
Mrs. Hedy Robinson, Secretary
Comunit7 Development
Staff:
News Media:
Guests:
2. APPROVAL
OF MINUTES
Mrs. Judith Walton, Bureau of Housing
Ms. Mary Richmond, Bureau of Housing
Ms. Jeanne Derbeck, Reporter, South Bend Tribune
Mr. Dave Anderson, Reporter, WNDU
Mr. Richard Hill, City Attorney
Mr. Ernest Szarwark, Attorney at Law
Ms. Glenda Rae Hernandez, President, SE PAC
Mr. Thomas Loosbrock, V.P., Gruen Associates, Inc.
On motio by Mr. Cira, seconded by
Mr. Robi son, and unanimously carried.,
the Minutes of the Regular Meeting of
Friday, une 20, 1980 were approved.
3. APPROVALS OF CLAIMS
On motiorl by Mr. Robinson, seconded by
Mr. Cira and unanimously carried, the claims
totalling--$34,567.98 were allowed and ordered
to be p 'd. The authorized claims are:
MINUTES OF REGULAR
MEETING OF JUNE 20, 1980
WERE APPROVED
CLAIMS APPROVED
South Bend edevelopment Commission
Regular Mee ing - July 11, 1980
3. APPROVAL OF CLAIMS (continued)
REDEVEL PM WT REVOLVING FUND
Payroll
5 -31 -80 to 6 -13 -80
$ 5,959.75
Business
Systems, Inc.
72.67
Business
Systems, Inc.
26.24
Emery Air
Freight
42.43
International
Business Machines Corp.
37.76
Indiana
Bell Telephone Company
430.96
Indiana
Bell Telephone Company
496.77
Makiels
i Art Shop
30.50
Nat'l.
Comunity Development Association
750.00
National
Council for Urban Economic Development
7.00
Osco Dnig
5.33
Osco Dnig
6.99
PlastiTmttic
Arts Corporation
4.90
Schilli
gs Sales Co., Inc.
3.35
St. Joe
Bank Travel Agency
232.00
St. Joseph
County Board of Commissioners
62.99
St. Joseph
County Board of Commissioners
82.87
Coffee
'ime Services
10.00
Derrick
Campbell
38.00
Smith Petroleum,
Inc.
.54.38
',NT DISTRICT CAPITAL
South Bond Tribune
Holiday Inn of Worcester
TOTAL $ 8,354.89
TOTAL
T DISTRICT CAPITAL OF 1972
Gruen A,4sociates, Inc.
Gruen sociates, Inc.
Cesar P lli & Associates, Architects
P.E.A. =j MONROE= SAMPLE AREA
Lang, FE
John G.
Richard
TOTAL
ney and Associates, Inc.
ence Associates, Inc.
Nichols Associates, Inc.
TOTAL
2
$ 81.48
78.94
$ 160.42
$ 3,000.00
843.80
run_ in
$ 4,383.90
$ 500.00
3,550.00
900.00
$ 4,950.00
South Bend 4edevelopment Commission
Regular Mee ing - July 11, 1980
3. APPROVAL OF CLAIMS (continued)
P. E. A. -1 EAST BANK AREA
Lang, Feeney & Associates, Inc.
Lang, F eney & Associates, Inc.
TOTAL
P.E.A. -1 IND. R-66
Kevin J. Butler
James E. Childs & Associates, Inc.
Indiana Glass Company
Indiana & Michigan Electric Company
Seifer Icafe & Lock Service
South Bend Tribune
Tri- Cotwty News
Nicholas C. Jannotta & Associates, Ltd.
TOTAL
P.E.A. � 312 LOANS
Abstract Co. of St. Joseph County, Inc.
Jurtin's Construction Co. & Verna Dorn
R. A. Stickler Plumbing & Joyce M. Sarvari
Aphrodite Pappas & Statewide Construction
Ray Boc aj & Hilda Boney
Paul Hayden
F & F Electric & Hattie Jenkins
Jim Kowalski & Ruby Dunfee
Tri-State Home Improvements & Paul Hayden
J.E. Wa z, Inc. & Willie & Terry Smith
Kissell & Co. & Laura Pettit
Dea And ews & Barany Home Improvements
Jeanne Welsh & Kerry Davis & Al Forgerousse
The Old Building Recycling Co. & Hattie Jenkins
Law's Plumbing & Hattie Jenkins
Domingo Flores &B & W Electric
4. COMMUNICATIONS
a. Le
TOTAL
GRAND TOTAL
;t from 'James D. Kreidle of Kirchner
9
$ 800.00
600.00
$ 1,400.00
$ 200.00
200.00
221.20
22.94
51.00
66.12
82.00
878.45
$ 1,721.71
$ 688.00
465.00
260.00
1,136.44
50.00
238.16
739.00
615.00
65.00
174.82
114.50
850.00
1,000.00
4,203.44
1,812.70
1,185.00
$13,597.06
$34,567.98
South Bend R
Regular Meet
elopment Commission
- July 11, 1980
4. COMMUNICATIONS
a.
Mr. Ellison: We have received a letter from
Mr. Kreidle of Kirchner Moore & Company, which
is a response to a letter we sent regarding
the agreement entered into quite some time
ago, relative to Kirchner & Moore providing
se ices regarding tax incremental bond
fin cing. The letter reads as follows:
Mt. Ca,ct Ett.ison
Executive Diuctotc
Red vetopment Commizz ion
City o g South Bend Jut y 1, 1980
1200 County -City Bui ding
South Bend, Indiana 46601
Re: Contract 6o,% Ptca jess.ionae Se vicu
Between the South Bend Redevetopment
Commission 9 K.ttcchneA, Moore 9 Company
DW Mn. Ettison:
We have tcece ived your tettex evneeAning ouk Aetw.icM
to the South Bend Redeve opment Commission, in
connection with a ptwgnam o j tax ,ineAementa2 bond
1 have been assigned to the ptcojeet and ptan to
com tete the s ehv.ices as set out in our aguement.
1 tL gnet the decay and appa&ent ean4us.ion oveA youtc
pt o ee t, howevete, I bet.ieve we have things wdl in
cG t at this paint.
In he past 1 worked with John Goemaws on other
4in naings 4atc the City o4 South Bend and on one
occasion I accompanied 6ounetc Mayotc Peters Nemeth to
New YoAk to attend a meeting with the tcating agencies
,in onnecti on with the paAk ing jac i2.itie�5 bonds. I
j e T am somewhat 4am-i Zi aA with the City's �s 4.inanc ia2
pta and can be o4 �s eAvice to you in connection with
yo tax .inc ementat band j.inane i.ng ptcog&am.
To 6uxtheA .indicate out .interest in eampteting the
.ices, neees/sany ban your program, I wou,2d tike to
sch duce a meeting at your convenience with the vaxiou6
pea to .invotved to became better acquainted with yours
pro'eet.
South Bend edevelopment Commission
Regular Mee ing - July 11, 1980
4. COMMUNI TIONS
a. letter from Kirchner, Moore & Company continued...
Pted6e tet us heat Jynom you as to when it woutd
be convenient to meet. Shoutd you have any
que,stion.6 in the meantime, ptease do not hesitate
to datt me at out expense.
very tuty youA6,
S/
James D. Kneid2e
Mr. Ellison: I am happy to report as a result
of this letter and a conversation with Mr. Kreidle,
that Kirchner Moore appears to be back on the track
Witt, us.
Mr. Nimtz: There is no action necessary, is that
correct?
Mr. Ellison: That is correct.
The Chair directed that the letter from Mr. James
D. Zidle of Kirchner, Moore and Company be
rec ed and placed on file.
b. Letter from John Voorde, Chairman of the Human
Resources Economic Development Committee of-
the
South Bend Common Council. Re: Tax Abate-
ment Petition toy Mi b. bampie Street.
Mr. Ellison: The letter reads as follows:
Juty 7, 1980
Mn. Catrt Etti6on, D-ctc.ecton
DepaAtment of Redevetopment
Ca y -Cd ty Bu itdi.ng
South Bend, Indiana 46602
Dw Mk. Etti6 on:
At the June 23, 1980 meeting o4 the human Resounces
and Economic Development Committee o4 the South Bend
Common Cou.ncit the 4ottowing issue ways d-iA cu�ss ed in
tight o4 the Tax Abatement Petition on jite jot 301
Eas t Sampte StAeet:
5
LETTER FROM MR.
JAMES D. KREIDLE OF
KIRCHNER, MOORE &
COMPANY WAS RECEIVED
AND PLACED ON FILE
South Bend edevelopment Commission
Regular Mee ing - July 11, 1980
4. CONMUNIaTIONS
b. letter from Mr. Voorde continued.....
May the immediate suA ou.nding a&ea a 6o
be taken into eows.idenation when tev.iew.ing
a petition ion tax abatement eows.ideAation?
It aa6 the unan.i,mows position o6 the Committee
th tand .i,mmediatety adjacent to, ok eontiguouz
to, the .land petitioning bon tax abatement eon6 id-
on, zhoufd be taken into eows.ideAation atong
with the other important tae to&s nequ iAed in the
p " "on, when neview.ing a petition Jo& tax
ab ement eo n6 idnat ion.
AdditionaUy, the Committee u.nani.mou.6ty tceeom-
men ed that the Pet Boner, Moz s berg and Company,
Inc., nece.ive a Javonabty recommendation. A
Re,sotution to that ei4eet witt be 4ited with the
City Cte k on Wednesday, and wilt be set Jots
pub tic heaniing on July 14, 1980.
S-ineenety,
S/
John Voorde
Chaurman
Mr. imtz: In our discussions we felt this might
happen. I thought I made it very clear at the
meeting a few weeks ago that under the ordinance,
we made the only recommendation we could. If
the City Council wants to do otherwise, that is
fine but I do think they are going to have to
amend the ordinance if this is going to be
their desire. I have no.objection to that
but I have certainly been against the Supreme
Court and anybody else legislating when they
are iot a legislative body, and I feel it is
up tD the City Council to decide what the
policies are to be. Mr. Ellison, what I would
sugg st that we do is that the next time the
City Council has a caucus that we attend and
Bugg st that we have no objection to their
char es if they so desire, but that they
show d amend the ordinance.
Mrs. Kolata: I had a meeting with Mr. Voorde
and . Cekanski- Farrand in regard to this
matt r and there has been talk of amending
the Drdinance but it has not been along the
lines that you have mentioned.
South Bend R development Gc)mission
Regular Meeting July 11, 1980
4. COMMUNI TIONS
b. Mrs. Kolata continues...
What they are concerned about is shortening
the ".ime period involved, however, they are
goin to wait until this petition has
fini hed its route.
Mr. imtz: With those comments, the Chair
will direct that the letter from Mr. John
Voor e be received and placed on file.
Mr. llison: Can the staff then presume
that in reviewing subsequent tax abatement
peti ions that we stick to the practice
from the initial ordinance?
Mr. imtz: Mr. Butler would you presume
that we follow the original ordinance re-
gard' g tax abatement petitions?
Mr. Butler: Yes.
Mr. Why should we have guidelines
to f �ira:
flow?
Mr. imtz: There is no use for us to try
to f llow the exact guidelines and have the
City Council to say they have different
idea 3. This is the reason I feel that if this
is g ing to be their desire we should tell them
that they should change the guidelines accordingly.
Mr. Butler: They are using the Redevelopment
Commission in an advisory capacity and of course
at tie meeting you may be spending approximately
ten Lo fifteen minutes on the matter. The staff
is sending a great deal of time in reviewing
the requests, so I feel it is important that the
staff know what those guidelines are.
Ms. rbeck: Are you changing your recommendation
sinco the City Council decided to change their ideas?
Mr, imtz: No. The request with Mossberg is
acad mic because we filed a staff report and the
City Council is proceeding with the tax abatement
reau st.
7
LETTER FROM MR.
JOHN VOORDE WAS DIRECTED
TO BE RECEIVED AND
PLACED ON FILE (RE:
TAX ABATEMENT FOR
301 E. SAMPLE STREET)
South Bend edevelopment Commission
Regular Mee ing - July 11, 1980
4. COMMUNI
b. continued....
Mr. Ellison: Yes. The Human Resources
Coiwittee will certainly recommend to the
City Council the process involved in granting
tax abatement. What I am specifically asking
is that the way we look at the ordinance; it
is eauired of us that we look at particular
are es and that is precisely what we did. I
sirgly want some guidelines to suggest what
we Are to continue to do.
S. OLD BUS
a. Co ission approval requested to authorize
the Executive Director to execute a contract
for professional services with Baird & Warner
Inc. in connection with the Century Mall
Pro'ect.
Mr. Ellison: The contract is a revision of
the previous contract under which Baird &
Warner, for a period of approximately three
months, will undertake a number of tasks.
Specifically, they will review a variety of
existent data and data of a market nature
gen rated by Rouse; review the architectural
solutions to the mall and to provide some
advice to us with respect to aesthetics,
operational economics, and other factors.
The would do a variety of other functions
and for that they would receive compensation
at a rate of $3,000 or $4,000 a month or a
min fee of $10,000.00. The importance
of the Baird & Warner contract is that it
is essential that the City and all the various
agencies who are involved in trying to
co lete the mall project have a retail
lessor's expertise involved in the project
at this point. In addition, we need to
have re- evaluated the economics of the
retail portion of the project. Baird &
Wanier will provide these services and,
in a period of approximately eight to
twelve weeks, an indication as to whether,
in their opinion, the project as proposed
can proceed from an economic viewpoint.
The $10,000.00 involved is, in my judgement,
not many dollars given the value of the
se ice because we have been working on
the mall project since 1977 and it has
F�
South Bend edevelopment Commission
Regular Meeting - July 11, 1980
5. OLD BUS
a. Mr.lEllison continues...
been a long difficult effort, but we
are at a point where we need assistance
froin Baird $ Warner.
Mr. Nimtz: Mr. Butler, do you have any
co ents about the contract?
Mr. Butler: No.
Mr. Nimtz: Mr. Hill do you have any
co ents?
Mr. Richard Hill: Just to reiterate on what
Mr. Ellison said in that I think the work is
essentially to come up in a relatively short
period of time with a report to the Commission
in terms of the economic feasibility of going
ahead with the project. At the same time,
Gruen Associates will be working with further
design of the project. Gruen would be able
to work closely with Baird & Warner in terms
of the interior design and how that would be
tak ng shape.
Mr. Cira: W. Ellison, did I hear you say..
a minimum of $10,000 or a maximum of $10,000?
Mr. Ellison: It is actually a minimum. In
the event the contract is terminated for some
reason after thirty or forty days they will
still get $10,000.00. In order to make it
worthwhile for them to provide this kind of
se ice they need minimum protection.
Mr. Robinson: What are they going to do
other than conduct a survey and make a
recommendation whether they feel a project
of this nature would be successful? What
else is going to be entailed?
Mr. Ellison: Mr. Robinson, essentially,
their are going to work with Gruen to take
the project to the next step. We have had
it at the broad conceptual stage where we
have a model that is a picture of the
possibility. In order to put that into a
position where you can take it to a bank,
the retail expertise is necessary because
that is something the City does not have.
Q7
South Bend Redevelopment Corrmiission
Regular Meet�ng - July 11, 1980
5. OLD BUS
a. Mr. Allison continues....
We n ed an expert to work with us
and with the architect to refine the
plari3 so that we can get a better handle
on c st and other economics of the project.
The ity will then be in a better position,
after four to twelve weeks, of knowing
whether or not the project will go the
next step which is to begin the package
deal in hard and fast fashion. In order
to a complish that they will need to be
familiar with existing data that has
been generated. They will have to
review the Rouse Market information,
project construction, as well as
other variables. They will also have to look
at t e. work Gruen & Associates has done to
this point and will do with respect to
how the retail is designed. One question
we have talked about over the last couple
of years is that the mall is going to have
second level retail; and that is difficult
to achieve in any market. There are many
particular things which have to be done
for the design of.that second level of
retail to give it a better chance of
doing well economically. Gruen can
design a retail mall but Gruen is not
a retail leasing expert; Baird & Warner
is that. They are the ones who seek
the stores for the project. It is
necessary to put them and Gruen together
so that we can take the project more
closely to the stage where we were able
to rackage it in a way that we can determine
whether in fact it can happen. If it can
hap en, we then package it. It is simply
a r finement step and a very long process
which is not uncommon in large scale multi-
use economic development projects.
Mr. Robinson: Fine, but the original
int nt of the project was that it was to
be financed by private developers.
Part of it.is going to be financed by
the City and part of it by the federal
gov rnment, but now what you are saying
to ne is that the City is being involved
in the total project and they are going
to le the developer and do the whole project
without any private investors.
W
South Bend development Commission
Regular Meeting - July 11, 1980
5. OLD
a. continuea....
Mr. Ellison: Well at this stage the
City is in fact playing the role of
major developer... yes we are. Nobody
intended for that to happen a few years
ago, but the nature of downtown develop-
ment is that the public sector has to
take the risk at a certain point in
time. We are now at a point in time
whe e we have purchased approximately
$4 million worth of real estate which
is Etanding. We will be spending
ano her $300,000 to clear the site.
Cle rly,it is in the public interest then
to Co whatever is necessary to make the
project happen, and we have taken
nun roes steps to refine the notion
of what is possible, having Gruen
inv lved a year ago to do the design.
It has helped us at least to get some
COrE work from all these various actors
downtown (the retailers, the central
office users) about what concept can
worl in downtown South Bend. Now
having that, it is time, because of
our investment to this point, to
keel the ball rolling. In order to
act as master developer to get the
deal to the point where we can go, if
necessary, and obtain a developer to
do the private portion. There was
never a contemplation that a retail
mall would actually be developed by
the City, but things that we are
doi g now are things that a developer
would ordinarily have to do if this
werE simply a retail development in
a corn field, but it is not. It is
mix d -use redevelopment, it is compli-
cat d and it involves public and private
actions which have to be coordinated.
Traditionally, in that kind of process,
the public sector will initially take
the lead and take the cost responsibility.
I think it is one of those things where
we eally don't have a choice, if we
really want to make the project happen.
11
South Bend edevelopment Commission
Regular Mee ing —July 11, 1980
5. OLD BUS
a. continued....
Mr. Cira: What you are really saying is
that you have $4 million invested and
that there is no backing out.
Mr. Ellison: That is correct. Basically,
it is the cost of the acquisition, the
ref cation, and the plans to take place.
That is a lot of public confidence that
the project will in fact happen. Certainly
the Commission's actions today will help
to turther demonstrate that.
Mr. Nimtz: We have Mr. Loosbrock here from
Gru Associates who might have a few words
to say.
Mr. Loosbrock: I think that it has been
pretty well covered. Our association with
the project will, I think, help to carry
the project even a step further. Our working
with Baird & Warner will help to reflect
attitudes and opinions regarding any
suggestions that they might have,
with certain limitations. We would then
establish all of these systems for the
project as a whole and then it could be
bro en down into various parts.
Mr. Ellison: I might add to Mr. Loosbrock's
coiments that there is a bit of urgency now
because one of the intimate actors in the
project (the Public Transportation Corporation)
as you know has submitted its application
for the Transit Terminal related portion of the
project. Since that would sit on top of the below
grade parking garage, which needs to be refined
froir a standpoint, it is critically important
that we take the steps of contracting with
Bai d $ Warner and also, under a later item
on the agenda, execute another contract with
Gruen to permit us to be in a position so
that we do not hinder Transpo's effort with
respect to the overall project.
12
South Bend R development Commission
Regular Meeting July 11, 1980
S. OLD BUS
a. conzanuea.....
Mr. ira: Mr. Ellison, I have one question
on t is contract. This is for three
mont s for a minimun of $10,000. Now, say
the mall does go through, is this contract
good for the mall after it is being built
for their advice or do we have to sign
anot er contract with them thereafter, and
how nuch would that be? Will they get a
flat percentage for the total cost of the
mall.
Mr. Ellison: Whey they get into actual
leasing, they will of course want a flat
percentage of the leases they bring in.
It is frankly the hope and expectation
that Baird & Warner might possibly function
as a leasing agent for whatever private
developer or investor group might
actually be involved in the retail portion
of the project. If there may be the
need for additional services or if we do
experience difficulties along the way and
find that it has to be carried with the
public sector continuing to play a lead
role, we then in fact would need to
invest some additional dollars. The
problem with economic development
is that you never know today everything
you have to do tomorrow.
Mr. Robinson made a motion to approve
and authorize the Executive Director to
execute a contract for professional
services with Baird F Warner, Inc. in
connection with the Century Mall
project, and that the President and
Sec etary be authorized to enter into
that agreement, seconded by Mr. Cira, and
the motion was unanimously carried.
13
COMMISSION APPROVAL
GRANTED FOR EXECUTIVE
DIRECTOR TO EXECUTE A
CONTRACT FOR PROFESSIONAL
SERVICES WITH BAIRD &
WARNER, INC. IN CONNECTION
WITH THE CENTURY MALL
PROJECT
South Bend 4edevelopment Commission
Regular Mee ing - July 11, 1980
6. NEW BUS
a. Coma fission
-.
uested for the following Section 312
Name Amount Loan No.
Jessie Richardson $16,550.00 18 /QMC- 0011/89/1
1029 Burns Avenue
South Bend, IN. 46617
Ms. Richmond: The Bureau of Housing is presenting
this loan for reapproval. It was approved at the
previous meeting, but when we received the mortgage
verification we found out that there was an
additional $500.00 owed; therefore, we ask for
the cancellation of the previous loan and the
anti oval of this one.
Mr. Ellison: Ms. Richmond you are saying
tha there is a $500.00 amount which is
nec ssary to pay off the old mortgage?
Ms.(Richmond: That is correct.
Mr. Ellison: I might say to the Commission
tha this has been a caste that the Bureau of
Housing has been involved with for one year.
It involves a young woman with small
children who was living with a relative
in unit which was in need of repairs.
The relative was about to lose the house
due to foreclosure, having only about
$1,500 to $1,800 indebtedness. Contact
was made with the lender and the lender
held off in foreclosing on the promise
that a 312 loan to take out the
indebtedness would be made, and that
the owner of the house would have it
repaired. I believe today that this
will. finally achieve this and will
allow the lender to not only receive
the balance of the mortgage payment
but will in fact allow the unit to
be fehabilitated.
Mr. " z: Mr. Butler, is it necessary
tha a motion include the recision of
the previous approval?
Mr.
the
Butler: No, just a motion to cover
increased amount.
14
South Bend edevelopment Commission
Regular Meeting - July 11, 1980
6. NEW BUS
a. continued....
rol
Mr. Robinson made a motion to approve
a 312 loan to Jessie Richardson, of
1029 Burns Avenue, South Bend, Indiana,
4661-7 for an increase in the loan
amoimt of $500.00, bringing the total
amo t of the 312 loan to $16,550.00
(loan was previously approved for
$16,050.00 at the June 20, 1980 Regular
Conpission Meeting), seconded by
Mr. Cira, and the motion was unanimously
car tied.
ion approval requested for
ect
Mr. Butler: We have received the
following documents for execution.
These have been through many stages
of draft and redraft. First of the
dociffnents is the easement agreement
and grant of rights in the easement
area in favor of Rahn Properties.
(All of these relate to the "hole"
pro ect). The second document is an
easement document in favor of FBT
Bancorp, Inc. The third document is
a joint development agreement. The
fourth document is an operation
maintenance and easement agreement.
The fifth document is an agreement for
conveyance in favor of Rahn and the
sixth and final document is an agree-
ment for conveyance in favor of FBT.
With respect to the last three documents
the Commission is entering into those
dociments. They are approving those
doctments only as to specific parts
relating to the ground lease, they are
not parties to the entire document in
those three cases. I believe these
doc ents have been in the draft stage
for the last six or seven months, and
the have been reviewed through the
various draft stages by the City
Att rney's Office, by Mr. Brunner and
mys If.
15
COMMISSION APPROVAL
OF A 312 LOAN TO
JESSIE RICHARDSON
South Bend 4edevelopment Commission
Regular Mee ing - July 11, 1980
6. NEW BUS
b. continued....
Mr. Robinson made a motion to
app ove the ancillary agreements
relative to Disposition Parcels
No(s) 4 -1, 4 -31, and 4 -32 in
Ind. R -66 Project Area, seconded by
Mr. Cira, and the motion was unanimously
c. Tax Abatement request relative to an
area commonly referred to:as Beacon
Heights.
Mr. Ellison: On June 27, 1980 a
petition was filed with the City Clerk,
for a tax abatement request for Beacon
Hei hts which is a multi- family, World
War II type housing project on Ardmore
Trail built in the early 40's. It is
pro osed to be substantially rehabili-
tat d with some additional units added
to the area. The staff undertook inves-
tigation and in the report recommended
that the Commission find that the area
qualifies as an urban development area
for reasons of condition and other
impairments of development. The report
notes that Gibbons - Grable of Canton, Ohio
is the petitioner in this case. Gibbons-
Gra le is the company that developed
Karl King Towers on Block 6 and owns
other real estate ventures around the
country. Gibbons- Grable intends to
purchase Beacon Heights in its current
con ition for $625,000.00. They will then
use Section 8 assistance to substantially
rehabilitate the project and to do 150
units of mixed size and construct 24 more
units. The reason that the need to
construct 24 new units is that they
are specifically seeking to avoid
any displacement of lower income house-
holds that currently occupy the project
area. They intend to first construct
24 new units and then move the families
fro units to be rehabilitated into new
uni s, rehabilitate those units and then
move the families back.
16
ANCILLARY AGREEMENTS
RELATIVE TO DISPOSITION
PARCELS NO(S) 4 -1, 4 -31,
AND 4 -32 IN IND. R -66
APPROVED BY THE COMMISSION
South Bend edevelopment Commission
Regular Meeting July 11, 1980
c. contilnued.....
They avoid relocation costs and displacement.
Our investigation reveals that the petitioner
intEnds to either use 11 -b tax exempt financing
or ,% tandem financing or if possible a com-
bination of the two. The total project cost
is 16,166,622.00. We note that a visual
ins ection was undertaken and while the units
app Ear to be generally occupied, we did note
an accelerating rate of exterior disrepair.
Bas Ed on our experience a correlation can
be made between exterior of residential
conditions and interior ones. We find that
ever. though no interior inspections took
place we are confident that those inspections
would reveal that interior conditions are
ind ed decaying due to age and economic
circumstances. We have checked substandard
records and have found that there is an
outstanding complaint order against
315S to 3523 Putman and 3433 Curtis.
That complaint order has been out,
starding for nine months, therefore,
we conclude that the regulatory process
has apparently not been effective in
improving conditions. Finally, based
on Ihe conversation with HUD Area
Manager, Howard Campbell, the proposed
reh bilitation and construction
pro ect has received a firm commitment
froii HUD for Section 8 Housing Assistance
payments. We note that under the
Houqing Act of 1937, which was the
basis for the Section 8 program
and the regulations that implement
it, the purpose of substantial rehabili-
tation is to improve property to safe
and sanitary conditions. We conclude
then that since HUD has made a permanent
co fitment to the project, it is rather
obvious that HUD believes the conditions
in the area to be deteriorating. There-
fore, the staff concludes in the report
that the department believes the area
qualifies for tax abatement for the afore
men ioned reasons.
17
South Bend development Commission
Regular Meeting - July 11, 1980
6. NEW BUS
Mr. Ellison continues ..... (c)
In supplemental observations we
simply indicate that it could be argued
that no public purpose exists to provide
tax abatement to an assisted housing
project since the federal government permits
the calculation of full real estate taxes
in project proposals. Since Section 8
program guarantees the developer both a
rental market and adequate general income
for a period of up to 40 years, these
projects would seem to be able to
function economically without the need of
further public assistance, such as tax
abatement. However, given the current
economic situation with respect to housing,
the cost of money, the cost of construction,
and the cost of operation, many good projects
are pushed beyond the point of feasibility.
The staff, in order to determine the
extent to which this project is feasible,
analyzed the HUD financing documents
which have been approved relative to the
project. We also looked at the financial
impact of taxes. Our analysis reveals
that the project would not be feasible
if the abatement is not granted. This
will dictate the need for.the developer
to seek higher rent levels from the
federal government and since those
rent levels and other long term costs
to the government are primary factors
in project selection, the higher rents,
in cur opinion, would render the project
ext emely non - competitive and therefore
for all practicable purposes, not feasible.
The report finds that given the community
neec. for additional safe and sanitary
houEing, lower income housing, the
additional jobs the project offers, the
project does provide substantial
ben fit which warrants favorable tax
abatement consideration. Finally, we
went through and calculated the taxes
and found that the cost of the abatement
to the City over ten years (assuming a
level tax rate and a level assessed value)
is $457,000.00 or $45,786.00 per year.
18
South Bend 1edevelopment Commission
Regular Mee ing - July 11, 1980
6. NEW BUSINESS
c. Mr.lEllison continues.....
Thelle are some photographs of the
project if the Commissioners are not
aware of its location.
Mr. Robinson: Mr. Ellison, about how
many people are residing in this project
Mr. Ellison: We didn't check the percent
of occupancy but I would gather it is at
least 500 occupied, and that is a very
conservative figure.
Mr. Cira: When would they have the
project completed?
Mr. Ellison: The nature of Section 8
projects is that if they have the
financing worked out, they can start
construction by this fall and they
shodId have the project completed
in approximately eighteen months.
The actual cost of the rehabilitation
is about $2z million and the cost of
the construction of the new units is
approximately one half million to
one million dollars and about $200,000
to $300,000 in site improvements.
Mr. Cira: The landlord will have one
set amount that he can charge people?
Mr. Ellison: That is correct. He is
pe fitted a certain escalation per year
and that is typically negotiated.
Mr. Robinson made a motion to approve the
staff report recommending tax abatement
for an area commonly referred to as
Beacon Heights, and that the tax abate-
ment report be referred to the Common
CoLrcil, seconded by Mr. Cira, and the
motion was unanimously carried.
d. Tax abatement request relative to an area
co my referred to as the Southwest corner
of ashingtori 4 Grant Streets.
19
COMISSION APPROVAL GRANTED
FOR STAFF REPORT RECOMMENDING
TAX ABATEMENT TO AN AREA
COMMONLY REFERRED TO AS
BEACON HEIGHTS
South Bend edevelopment Commission
Regular Mee ing - July 11, 1980
6. NEW
d. contiinued.....
Mr. Ellison: On July 9, 1980, the petition
for tax abatement consideration for property
located at the Southwest corner of Washington
and Grant Street, commonly referred to as
210C W. Washington Street was filed with the
City Clerk. The staff undertook a study and
based on its study recommends that the Commission
find that the area qualifies as an urban
development area pursuant to the statute for
the following reasons. Those reasons are
ess ntially the ones outlined on the
petition. In the explanation the report
indicates that Mr. Batteast is in the
construction business and that he
owns the largest minority construction company
in outh Bend and in the State of Indiana.
Mr. Batteast plans to construct a 4,000
sq. ft. office building on the subject
property and in turn intends to least it
long term to the Urban League. The
Urban League intends to use the structure
as a principal office. The project is
estimated at $195,000.00. This project
may be familiar to the Commission because
as the report.indicates, the Merry Avenue
site was sold in June 1979 by the
Coimiission to Robert Hepler, who in turn
sold the subject 2.15 undeveloped acres
to Robert Batteast. In order for that
transaction to occur, and before our
Coimiission approval, the Redevelopment
CoTmission in fact did approve that
transaction earlier in the year. The
report indicates.that a visual inspection
took place which confirms that the area
in cuestion remains vacant and under-
utilized and situated near properties,
with the exception of new construction
by Mr. Hepler, with different signs of
deterioration and decay. We also
checked the environmental complaints
and found a long list of litter complaints
and weeds for general period during which
the rpoperty was in public hands. The
report goes on to say that inasmuch as
the area in question is urban renewal
land it remains underutilized and
re ins undeveloped despite its sale
last year to a private party.
20
South Bend 4edevelopment Commission
Regular Mee ing July 11, 1980
6. NEW BUS
d. contiinued.....
Mr. Ellison continues.......
The Department clearly feels that the
area qualifies from a condition standpoint
as an urban development area. Under
supplemental observation-the report
simply asks that the Commission concur
in the petitioners claim of public
benefits that include a modern office
building, addition of $195,000 valuation
to the tax roles, -a building that will
enhance the neighborhood, the creation
of jobs, and finally to provide construction
that would eliminate the need for further
governmental action to rehabilitate these
specific areas for which abatement is
petitioned. There is a note in the report
that says... "the Commission further notes
the historic public benefit of minority
owned redevelopment of a non- residential
nature occurring on urban renewal land.
Given the percentage of minorities
within the community's population, this
historic project is long overdue."
That. suggests that this is the first
ex le of a minority owned non- residential
venture on urban renewal land in South
Bend. The report finally concludes that
while the petitioner did not provide
detailed project financing information,
the Redevelopment staff is familiar with
these details and offers its opinion
that. the project cannot be completed
without tax abatement. It did note that
the abatement cost, making assumptions
with respect to assessed valuation and
tax rate found that the cost of the
aba ement over ten years to the City, if
is it granted, would be $33,660.00.
Mr. Szarwark: First of all I would like to
give the Commissioners Exhibit "C" (pictures
of the property for which abatement is
requested. Secondly, let me thank the
Coirdissioners for considering this petition
so Iromptly. As Mr. Ellison stated, this
is z situation in which the land in
que tion has been under public ownership
until just recently.
21
South Bend edevelopment Commission
Regular Mee ing - July 11, 1980
6. NEW
d. Mr.ISzarwark continues...
This construction company has a commitment
from the Urban League to finish by
Nov tuber a 4,000 sq. ft. building to be
use as an office building. The area in
question is familiar to me for a couple
of reasons. It is on the corner of
Grant and W. Washington. I resided on
Grant Street with my parents until I
co leted law school and I used to pass
by this particular piece of property.
I can.testify that this is an area which
has needed for some time some substantial
red velopment. The area has hit very bad
economic times, and has been going through
this period for some time. The land in
question has nothing built on it and
has quite a few weeds, which presents
certain environmental and health problems.
Tai we are planning on doing is building
,000 sq. ft. office building and I
thi k it can be something we can b-e very
pro d of.
Mr. Cira: Has the lease been approved
yet petween the Urban League and
Mr. Batteast?
Mr. Szarwark: They have entered into an
agr ement, whereby if the project is
completed by November, they will move in.
Mr. Robinson made a motion to approve
the report of the Redevelopment Staff
to cepprove a tax abatement request
rel tive to an area commonly referred
to zs the Southwest corner of Washington
and Grant Streets, and to present this
rep rt to the Common Council, seconded
by r. Cira, and the motion was unanimously
e. Co ission approval requested for Resolution
I aut oriziiig the execution o Redevelop-
ment Agreement (s) or'the isposition of land
an t e execution ot quit-claim deed(sJ for
ThTtt6nsfer'bf title thereto in connection
wit lari to ' .e , is ose o In 't e 'L ale Park
Proiect;'In . R-57.
22
COMMISSION APPROVAL GRANTED
FOR STAFF REPORT RECOMMEN-
DING TAX ABATEMENT IN AN AREA
REFERRED TO AS THE SOUTHWEST
CORNER OF WASHINGTON & GRANT
STREETS
South Bend edevelopment Commission
Regular Mee ing - July 11, 1980
6. NEW
e. con inuea.......
Par el # Name Amount
3-10 Shirley Elzey $1.00
105 N. Kaley
16-1,16-20, Jessie Harris $4.00
16-21 121 S. Camden
Ms. Bathon: These are part of our Phase I
dollar lots. The first one had been turned
down as ineligible and turned out to be
an adjoining owner buying on land contract.
The staff decided to go ahead and sell to her.
The other owner originally wanted to buy one
lot but found out that they were eligible
for all five so they purchased the five
lot 4. (owned one and purchased only four
additional lots).
Mr. Robinson made a motion to approve
Resolution #618 authorizing the execution
of Redevelopment Agreement(s) for the
disposition of land and the execution of
quit-claim deed(s) for the transfer of
title thereto in connection with land
to be disposed of in the LaSalle Park
Pro ect, Ind. R -57 (Parcel #3 -10 to
Shi ley Elzey of 105 N. Kaley for $1.00,
Par el No.(s) 16 -1, 16 -20, and 16 -21 to
Jes ie Harris, of 121 S. Camden for $4.00)
seconded by Mr. Cira, and the motion was
unanimously carried.
f. conmlissioh apptoval,requ6sted to authorize
the Executive Director to execute a contract
or bro essional services wi ruen Associates
Mr. Ellison: Previously the Chair recognized
Mr. Tom Loosbrock, and I would like to introduce
him again. Mr. Loosbrock would you like to
describe in further detail the mechanics of
this contract?
Mr. Loosbrock: As 1 mentioned before, we will
be starting with the concept that has been
est blished thus far; proceeding with the
entire project as a whole and precisely delineating
all the parts that we have now. We will work
witl Baird & Warner and all the City Agencies
inv lved in the refining of the design.
WA
COMMISSION APPROVAL
GRANTED FOR RESOLUTION
#618 FOR SALE OF LAND IN
LASALLE PARK FOR $1.00
PER LOT TO SHIRLEY ELZEY
AND JESSSIE HARRIS
South Bend R development Commission
Regular Meet ng.- July 11, 1980
6. NEW BUS
f. Mr. toosbrock continues,..
The objective here is to refine the
project as a whole before separating it
into various parts. There will be separate
owners later on. We will get into code
anal sis. We plan to discuss these problems
and leet with the City Building Department
officials, State Fire Marshall, and those
who have jurisdiction over matters like
that so they are involved in the project.
We will establish the structural systems
and mechanical and electrical systems. In
addition, we will establish the basic
price of the project and develop all of
those things to a level so that as an
enti e project it is rather well
esta lished. At that time we will have
CORP eted this phase of our work "and can
sepa ate it into individual elements.
Mr. imtz: Thank you Mr. Loosbrock.
Because of the time exigencies here
we didn't receive this contract until
the th of July. I directed a memorandum
to Mr. Richard Hill and Mr. Thomas
Brunier to have their comments concerning
this contract and Mr. Brunner replied
as f flows:
Dea&I M,%. Nimtz:
I ha e reviewed the dtait eovt)iaet Jon
additionat atchiteetuAat seAvice/s which
has een submitted to the City by Gnu.en
Aszo2iate,s. The pujrpose o4 this aguement
is tq pneaysety define the space )LequiAe-
men4 o4 the propopsed Cevttuny MaU project.
As a &ens u2t o � my nevtew eeAtain amendments
have been suggested by the City, and accepted
by G%uen, which have the e�4eet of Jutrthen
deli eating the _ scope o A s ehvices and the
ci,% tance s under which JufrtheA anchiteetu&a.2
,seAv "eez w.cU be provided.
24
South Bend 4Tdevelopment Commission
Regular Mee ing - July 11, 1980
6. NEW BUS
f. continued....
it
ass
z ub
com
Unb
06
3 my recommendation that th.vs cont act,
mended, be accepted by the Commission
ee t to Mn. ButeeAl z review o6 it6
ti,anee with Department o6 Hou6ing and
n. Development techwi,cat nequiAements
he Indiana Redevetopment Act.
very tuey youu,
S/
Thomz J. Munnen
Mr. Cira: How much money have we spent for
studies for the mall?
Mr. Ellison: We had a previous contract
with Gruen for $100,000. We shared the
cost of the American City (The Rouse
Subsidiary) study. Our share was about
$42,000. We have spent probably about
$10.000 to $20,000 in studies related to
the Odd Fellows Building, and I believe
that is about all.
Mr.
the
Mr.
the
the
the
Nimtz: I don't believe we should count
Odd Fellows Building.
Cira: There is no doubt in my mind that
Gruen Company is a very good company, but
thing about it is that once you have
first study you seem to have to keep
.ng studies. How do we know they are
11 competitive, as far as a quality company?
Mr. Ellison: We could probably find an
architect who might have a slightly
different fee structure but architecture's
fees are fairly standard. There is not
really any difference in the fees charged
by F. Murphy in the Bank Project.
These fees are necessary if the project is
to be completed.
Mr. Cira: That is correct, but an architect
set a basic fee for the plans, basically
6 t 70 of the total project.
25
South Bend edevelopment Commission
Regular Mee ing - July 11, 1980
6. NEW BUSINESS
f. contlinued.....
Mr. Ellison: That is correct. If
you look at it that way, we need the
additional $100,000 because we are
not near the magic number yet. The
other thing Mr. Cira, is that Mayor
Nemeth had an architect selection
cormittee, and that committee
recommended to the Mayor the
selection of Gruen after
a n ber of other architects were inter-
viewed. That was based in part on Gruen's
previous experience and commitment to
dow towns and also their experience
witl retail centers. It also had to
do with the fact that Gruen had done
son exciting designs.
Mr. Hill: Gruen is well out of the study
phase because if you look at the attach-
ments in terms of their function, when
this phase is completed, they are very
close to the next stage which is then
putting together the drawings for
the construction people. They are
really bringing the project up to
that point and there is just some
har "nuts and bolts" architectural
wor to be performed under this phase.
Mr. Cira made a motion that the Executive
Director be authorized to execute a
contract for professional services with
Gruen Associates, Inc., in connection
with the Century Mall Project subject
to legal counsel review and approval,
sec nded by Mr. Robinson, and the motion
was unanimously carried.
Ms. Bat on: We have closed out Phase I
of our Ilan with LaSalle Park, and we will
begin P ase II on Monday, July 14, 1980. We
will then sell our 48 remaining lots for
$1.00 per lot. After the two week enrollment
period a drawing will be held (a time and
date will be set later). It will be similar
to the Homesteading Program where names will
be drawr. out of a. hat.
26
COMISSION APPROVAL
GRANTED FOR A CONTRACT
FOR PROFESSIONAL SERVICES
WITH GRUEN ASSOCIATES
LASALLE PARK DISPOSITION
PLAN PAHSE II BEGINS
South Bend
Regular Me,
7.
-elopment Commission
— July 11, 1980
REPORTS (continued)
Mrs. Ko ata: I might add that we have
also placed an ad in the South Bend
Tribune to notify people, and we plan to
be in the LaSalle Park area next week
distributing flyers. I would like to
mention that at our next Commission
Meeting being held on July 25, 1980,
we are going to have two important events.
One will be the public hearing on tax
incremental financing (the amendment to
our declaratory resolution) for IND.
R -66 ar . The other item is the opening
of bids on the land that we have up for
sale near Baer's Building. Bids are to
be received by 9 o'clock on the 25th day
of July and opening is scheduled for
10:00 A M.
Mr. Ellison: At this time we do not have
anything to report on the Odd Fellows
Mr. Dave Anderson: Mr. Ellison, could
you please tell me if the detailed design
of the Gentury Mall will contain the Clock
Tower or is it going to be the Odd Fellows
Buildin ?
Mr. Ell son Under the Scope of Services of
the Gru n contract they have to look at the
overall project including the Odd Fellows
Ms. Der beck: Is it possible that Gruen
might look at the Odd..Fellows Building and
say that it doesn't fit?
Mr. Ellison: It is possible, but usually an
architect would leave those kind of determin-
ations to the owner. An owner dictates a
vision, and an architect helps to make that
vision a reality.
8. NEXT COWSSION MEETING
The nex
opment
July 25
Regularly scheduled South Bend Redevel
mmission Meeting will be held on
1980 at 10:00 A.M.
27
COMMISSION MEETING EVENTS
FOR THE 25TH OF JULY:
PUBLIC HEARING ON INCRE-
MENTAL TAX FINANCING AND
OPENING OF BIDS FOR SALE
OF LAND NEAR BAER'S BUILDING
NEXT COMMISSION MEETING
South Bend edevelopment Commission
Regular Meeting - July 11, 1980
9. ADJOUPMIENT
There being no further business to come
before the Commission, Mr. Robinson made
a motion that the meeting be adjourned,
seconded by Mr. Cira, and the motion was
unanimously carried. The meeting was
adjourn Ed at 11:10 A.M.
28
ADJOURNMENT
Carl Ellison, Executive Director