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HomeMy WebLinkAboutRM 10-17-97SOUTH BEND REDEVELOPMENT COMMISSION REGULAR MEETING October 17, 1997 1308 County -City Building 10:00 P.M. 227 West Jefferson Boulevard Presiding: Robert W. Hunt, President South Bend, Indiana 1. ROLL CALL Members Present: Mr. Robert W. Hunt, President Mr. Michael Donoho, Vice - President Ms. Paula N. Auburn, Secretary Members Absent: Mr. Phil J. Faccenda Ms. Eugenia Schwartz Legal Counsel: Ms. Anne E. Bruneel Redevelopment Staff: Mrs. Ann E. Kolata, Director Mrs. Vangelean Urbanski, Recording Secretary Mr. James Riggs, Economic Development Specialist Ms. Amy Tweeten, Economic Development Specialist Ms. Joanna Smith, Economic Development Specialist Mrs. Cheryl Phipps, Administrative Assistant Business Assistance: Mr. Michael Beitzinger, Economic Development Specialist Ms. Nancy VanScoyk, Economic Development Specialist Others: Ms. Dea Andrews, South Bend Heritage Foundation Mr. Tom Ford, Value Plus Construction, Inc. Mr. Robert Prine, Apollo Precision Machining, Inc. Ms. Kathy Canedy, Housing Assistance Office Mr. John Peddycord, Attorney Mr. Hunt noted that the Executive Session will continue immediately following adjournment of the Regular Meeting. 2. APPROVAL OF MINUTES a. Commission approval of the Minutes of the Regular Meeting of October 3, 1997. H:\ HOME\CPHIPPS \WPDATA \COMMSM101797.MIN 4- South Bend Redevelopment Commission Regular Meeting - October 17, 1997 2. APPROVAL OF MINUTES (CONT.) Upon a motion by Ms. Auburn, seconded by Mr. Donoho and unanimously carried, the Commission approved the Minutes of the Regular Meeting of October 3, 1997. 3. APPROVAL OF CLAIMS E COMMISSION APPROVED THE MINUTES OF THE REGULAR MEETING OF OCTOBER 3, 1997 Redevelopment Commission Claims submitted October 17, 1997, for ratification and approval. ADMIN. 1997 (212 Liability Expense $428.59 Tri- County News, Inc. $14.07 Disaster Services, Inc. $170.40 360 Communication $73.50 South Bend Tribune $13.73 Insty- Prints $157.50 Insty- Prints $14.00 Insulco Asbestos Management, Inc. $2,230.00 Gene's Camera Store, Inc. $9.90 Business Systems $22.64 South Bend Water Works $13.74 Ameritech $26.28 AIRPORT TIF REVENUE (324 Appraisal Group, Inc. $1,500.00 Owner's Association at Blackthorn, Inc. $6,192.00 Landscapes Unlimited $2,600.00 Cole Associates, Inc. $4,225.01 Rieth -Riley Construction, Inc. $7,106.76 Ken Herceg & Associates, Inc. $1,995.00 J. F. New & Associates $600.00 Park Farms $4,000.00 SAMPLE - EWING DEVELOPMENT AREA (414 Kaser- Spraker Construction, Inc. $66,735.00 Lang Feeney & Associates, Inc. $1,000.00 Tyler E. Osler & Meridian Title Corporation $15,719.00 R. E. Pitts & Associates, Inc. $2,000.00 H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -2- �J South Bend Redevelopment Commission Regular Meeting - October 17, 1997 3. APPROVAL OF CLAIMS (CONT.) SAMPLE - EWING DEVELOPMENT AREA (414) Emery M. Horvath #2 Emery M. Horvath #I St. Joseph County Treasurer St. Joseph County Treasurer Russell F. Sosnoski and Mary Degaugh Russell F. Sosnoski and Mary Degaugh and Sosbieski Federal Savings and Loan S.B.C.D.A. T.I.F. GENERAL ACCOUNT (420) Lang Feeney & Associates, Inc. Real Estate Management Corporation Real Estate Management Corporation Real Estate Management Corporation Real Estate Management Corporation Femco, Inc. Boiler & Pressure Vessel Division Rose Exterminator American Electric Power Northern Indiana Public Service Company South Bend Water Works Superior Waste Systems R. E. Pitts & Associates, Inc. R. E. Pitts & Associates, Inc. BLACKTHORN GOLF COURSE (619) Meadowbrook Golf Management, Inc. Upon a motion by Mr. Donoho, seconded by Ms. Auburn and unanimously carried, the Commission ratified and approved the Claims submitted October 17, 1997, and ordered the checks to be released. 4. COMMUNICATIONS There were no Communications. H:\IiOME\CPRWPS\WPDATA\COMMSN\101797.MIN -3- $9,000.00 $52,500.00 $445.44 $571.56 $49,687.33 $7,312.67 $800.00 $575.72 $491.20 $641.75 $389.13 $26.00 $12.00 $40.00 $795.36 $8.73 $288.46 $65.80 $2,000.00 $3,500.00 $6,450.00 COMMISSION RATIFIED AND APPROVED THE CLAIMS SUBMITTED OCTOBER 17, 1997, AND ORDERED THE CHECKS TO BE RELEASED THERE WERE NO COMMUNICATIONS South Bend Redevelopment Commission Regular Meeting - October 17, 1997 Mrs. Kolata asked permission to add two items to the agenda. There were no objections and items 6.m. and 6.n. were added to the agenda. 5. OLD BUSINESS a. Commission approval requested for Resolution No. 1542 approving an application for real property tax deduction for property located at 2520 W. Calvert Street in the Sample -Ewing Development Area. (Value Plus Construction for the benefit of Beverly J. King) Mike Beitzinger gave the staff report. He stated that this tax abatement request is for a home that has already been completed. Value Plus Construction started their project in April 1997 under the assumption that tax abatement was already granted for the property through the passage of last year's ordinance, which established several new residential tax abatement areas (including the area around 2520 W. Calvert Street, known as the Rum Village - Calvert RDA A- 14 area). The ordinance basically allowed builders to build homes and automatically receive the abatement. Unbeknownst to Value Plus Construction, the ordinance was repealed through another ordinance on October 28, 1996. The new ordinance kept the newly established residential tax abatement area, but required the individual consideration for each lot within an area for tax abatement. Value Plus Construction was never aware of this change and continued to complete the home at 2520 W. Calvert in July 1997 and sold the home H:\IiOME\CPHPPS\WPDATA\COMMSN\101797.MIN -4- 11 ITEMS 6.M. AND 6.N. WERE ADDED TO THE AGENDA r.� South Bend Redevelopment Commission Regular Meeting - October 17, 1997 5. OLD BUSINESS (CONT.) a. continued.... that same month under the assumption that the property had already been granted abatement. These extenuating circumstances are the basis for Value Plus Construction requesting residential tax abatement, on behalf of the homeowner, for the home that has already been completed at 2520 W. Calvert Street. Value Plus is now aware of the filing requirements and is seeking the abatement on behalf of the homeowner. The property owner has signed the original petition and the staff report is attached, providing additional information concerning the project. Mike Beitzinger stated that the home is approximately 1,080 square feet, with vinyl siding, three bedrooms, fully insulated basement and attached 1 car garage. The home also has an energy efficient furnace, complete floor coverings, a concrete patio, driveway and sidewalks, and a completely seeded yard. The actual cost for the new home was $67,200. Value Plus Construction has completed 15 homes and has 3 under construction, all of which have utilized the City's tax abatement program and subsidies offered by the Housing Assistance Office of up to $12,500, making the homes affordable to low and moderate income families. H:\HOME\CPHPPS\WPDATA\COMMSN\101797.MIN -5- CJ South Bend Redevelopment Commission Regular Meeting - October 17, 1997 5. OLD BUSINESS (CONT.) a. continued.... A review of the tax abatement records finds that Value Plus Construction, Inc., has been granted several previous five -year residential real property tax abatements. Value Plus Construction is in compliance with the reporting requirements for the previous abatements. A review of the tax abatement maps finds that the lots are located in the Residentially Distressed Area. A review of the Redevelopment Allocation areas finds that the property is located in the Sample -Ewing Development Area which is a Tax Incremental Financing Allocation Area; therefore, the petition first requires the approval of the South Bend Redevelopment Commission. The project meets the qualifications for five years of real property tax abatement. Using the project cost of $67,200, the taxes generated total approximately $1,976.50, for each of the five years. Taxes abated total approximately $1,602.57, for each of the five years. Taxes still paid total approximately $373.93, for each of the five years. Tom Ford, owner of Value Plus Construction, Inc. and his attorney, John Peddycord, both were present at the meeting. Mr. Peddycord stated that Tom Ford had been operating under the old ordinance which designated an area eligible for an automatic tax abatement. Mr. Peddycord stated that H:\ HOME \CPHWPS \WPDATA \COMMSN\101797.MIN -6- C South Bend Redevelopment Commission Regular Meeting - October 17, 1997 5. OLD BUSINESS (CONT.) a. continued.... Tom Ford had been working from maps furnished to him by the City of South Bend Department of Community and Economic Development and the Division of Planning. Mr. Peddycord stated that Tom Ford received a map, in the mail, which was substantially similar to other maps he had received in the past from the Department of Community and Economic Development and the Division of Planning. The most recent map he received showed that the area, which included 2520 W. Calvert, was considered a Residential Distressed Area under the original automatic tax abatement ordinance. Mr. Peddycord stated that when Tom Ford received the map, which he assumed was similar to other maps he had received in the past, he started construction of the home located at 2520 W. Calvert in April 1997. Tom Ford, assuming the homeowner would receive the automatic tax abatement, sold the home to Beverly J. King in July 1997 promising tax abatement as an incentive. If the Commission does not grant tax abatement, Mr. Ford will feel ethically bound to pay the taxes on the property for the 5 years. Mr. Peddycord stated that Beverly J. King is a nurse's aid and was unable to attend today's meeting. He also stated that Ms. King is a qualified buyer under the Housing Assistance program for the benefit of low- income families. H:\IiOME\CPHWPS\WPDATA\COMMSN\101797.NiN -7- • South Bend Redevelopment Commission Regular Meeting - October 17, 1997 5. OLD BUSINESS (CONT.) a. continued.... Mr. Hunt asked if the City gives notification that an ordinance has been repealed; if so, what type of notification? Mike Beitzinger stated that the City Clerk's office is required to publish notification of a repealed ordinance in the local newspapers. Anne Bruneel stated that one ordinance is repealed by enacting another ordinance. Notification of the repealed ordinance is published in title in the local newspapers, and then a public hearing is held in the course of the Common Council acting on the repealed ordinance. Mrs. Kolata stated that she believes there was an article in the local newspaper stating that the ordinance had been repealed. She also stated that Larry Magliozzi and Mike Beitzinger had worked with Tom Ford and a number of other home builders to draft the original (repealed) ordinance. She doesn't know if Larry Magliozzi had any correspondence with the home builders, informing them of the repealed ordinance. Mr. Peddycord stated that Tom Ford did not receive any type of correspondence informing him of the repealed ordinance. Tom Ford stated that he is very familiar with the existing procedures of filing for tax abatement consideration and would have used those procedures if he had realized that those procedures were operatative at that time. H:\ HOME \CPHWPS \WPDATA \COMMSN\101797.MIN -8- • South Bend Redevelopment Commission Regular Meeting - October 17, 1997 5. OLD BUSINESS (CONT.) a. continued.... Ann Kolata stated that the original ordinance defined a number of areas for automatic tax abatement. When the original ordinance was repealed by the new ordinance, the areas included in the new ordinance were substantially smaller in numbers than the areas original ordinance encompassed. Mr. Donoho asked Mr. Beitzinger what the intent of the original residential tax abatement ordinance was. Mr. Beitzinger stated that the intent of the original ordinance was to try to try to expand the tax abatement program to encourage new residential development in the city. Mike Beitzinger stated that Tom Ford and his partner at that time, Barry Adams, came to him and inquired about the possibility of offering tax abatement for new housing construction. Mike Beitzinger stated that the Residential Tax Abatement program tried to give some kind of incentive to home builders so they would continue building within the city. Mike Beitzinger stated that the tax abatement program is limited to $12,000 of assessed valuation. Ms. Auburn asked Tom Ford if he had any more houses that are affected by the repealed ordinance. Tom Ford stated that he doesn't have any more houses that are affected by the repealed ordinance. H:\ HOME\CPHIPPS \WPDATA \COMMSN\101797.MIN -9- South Bend Redevelopment Commission Regular Meeting - October 17, 1997 5. OLD BUSINESS (CONT.) a. continued.... Ms. Auburn asked Mike Beitzinger if he knows of any other home builders that might have houses that have been affected by the repealed ordinance. Mike Beitzinger stated that he has requested this information from the Building Department but has yet to receive it. Mr. Peddycord stated that in South Bend Heritage Foundation's appeal for special consideration, the distinguishment was that they had obtained their building permit before the old ordinance was repealed and the new ordinance was adopted. Mrs. Kolata stated South Bend Heritage Foundation's case was one with extenuating circumstances that the Commission considered when they approved the tax abatement for the piece of property that fell under the old ordinance. Mrs. Kolata stated that with regards to Tom Ford's project, the building permit came six to eight months after the old ordinance was repealed. Mr. Peddycord asked Ann Kolata if she knew how many years tax abatement has been in existence. Mrs. Kolata stated that the tax abatement program has been in existence for approximately 20 years, but the Residential Tax Abatement program has been in existence for approximately five years. Mr. Peddycord stated that the Act which permits the Commission to waive tax abatement non - compliances was adopted by the 1995 legislature. H:\ H0 ME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -10- CJ South Bend Redevelopment Commission Regular Meeting - October 17, 1997 5. OLD BUSINESS (CONT.) a. continued.... Mrs. Kolata stated that to her understanding, the Act was put into the legislation because some people who had applied for tax abatement consideration did not meet some of the filing requirements. Ms. Auburn requested that Mr. Beitzinger request, again, from the Building Department information of any other properties that might have been affected by the old ordinance. Mrs. Kolata asked permission to table item 5.a. until the next meeting. There were no objections and item 5.a. was tabled. 6. NEW BUSINESS a. Public Hearing on Resolution No. 1540, a supplemental appropriation resolution of the City of South Bend Redevelopment Commission. Mrs. Kolata asked that the following items be entered into the record: Affidavits from the Tri- County News and South Bend Tribune that the Notice of Public Hearing was published in those newspapers on September 26, 1997. Mrs. Kolata stated that this resolution appropriates $106,400 from Fund 433, which is the Redevelopment General Fund. She also stated that in this particular appropriation, the money has two uses: $80,851 will be used for local public improvements in the South Bend Central H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -11- • C South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) a. continued.... Development Area and $25,549 will be appropriated into Fund 310, which is the Fund that pays the Studebaker Bond Debt Service. When the Studebaker Bond was refinanced, money was deposited in Fund 433. Those costs have been paid and the remaining $25,549 needs to be used for debt service. Mr. Hunt opened the Public Hearing for anyone who wished to speak regarding Resolution No. 1540. There was no one who wished to speak regarding Resolution No. 1540. Mr. Hunt closed the Public Hearing for whatever action the Commission wished to take. b. Commission approval requested for Resolution No. 1540. Upon a motion by Ms. Auburn, seconded by Mr. Donoho and unanimously carried, the Commission adopted Resolution No. 1540, a supplemental appropriation resolution of the City of South Bend Redevelopment Commission. c. Commission approval requested for Resolution No. 1543 approving an application for real property tax deduction for property located in the 1200 Block of West Colfax Avenue and the 100 Block of Spruce Street in the West Washington - Chapin Development Area. (South Bend Heritage Foundation) H:\ HOMEICPHIPPS \WPDATA \COMMSN\101797.MIN -12- E COMMISSION ADOPTED RESOLUTION NO. 1540, A SUPPLEMENTAL APPROPRIATION RESOLUTION OF THE CITY OF SOUTH BEND REDEVELOPMENT COMMISSION South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) c. continued.... Mike Beitzinger gave the staff report. South Bend Heritage Foundation, in conjunction with Logan Inc., is proposing to build and manage six duplexes (a total of twelve units) on Spruce Street south of West Colfax Avenue. Three of the duplexes will face to the east side of Spruce Street, while the other three duplexes will face to the west of Spruce street. This site was selected because of its proximity to stable neighborhoods, its closeness to public transportation, and availability of vacant land. The duplexes will be two story with one unit downstairs and one unit upstairs. Three of the duplexes (six units) will have three bedrooms and the other three duplexes (six units) will have two bedrooms — serving 30 adults. Each unit will be fully equipped with a stove, dishwasher, refrigerator and garbage disposal. Other furnishings will be the responsibility of the tenants. The total estimated cost of the buildings is $1,260,000. In support of this petition for tax abatement, South Bend Heritage Foundation notes that there is a need in our community to provide alternative living opportunities for low income, developmentally disabled adults, particularly those who live at home with aging parents. South Bend Heritage Foundation would develop and own the six duplexes and manage the property after completion of the project. Logan, Inc. will refer their clients, who are capable of semi - independent living, to lease space in each H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -13- • South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) c. continued.... unit. Logan, Inc. would also provide ongoing support (ranging from occasional to constant) for each tenant to maintain the level of independence he or she is capable of. Depending on the number of bedrooms each unit has, two or three people will live in each unit (with only one person per bedroom). The tenants would be drawn from Logan's list of individuals either enrolled in their current semi - dependent and supported living programs or from their growing list of persons qualified and waiting to move into a residential option. Many of these potential tenants are able to live semi - independent lives; they have jobs either in sheltered workshops or at local service providing businesses and they currently live at home (adult children of aging parents) or in group homes (where eight to ten people live together, sharing rooms under constant supportive supervision) or they live in nursing homes because there is no other place for them to go. Some of the potential tenants will need more supervision and support and may have live -in assistance. Both South Bend Heritage and Logan, Inc. have a history of honoring their commitment to maintaining good affordable housing and excellent services to their tenants and clients. The Logan Center Housing Project will receive the full force of this commitment. H:\ HOME\ CPHIPPS \WPDATA \COMMSM101797.MIN -14- South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) c. continued.... Per the petition, it is estimated that this project will create four (4) new jobs, representing a new annual payroll of $71,500 and will maintain two (2) existing permanent full -time jobs and no part-time jobs representing an annual payroll of $65,000. A review of the tax abatement records finds that South Bend Heritage has been associated with several previous tax abatements and are in compliance on reporting for these abatements. The building commissioner has reviewed the Aft petition and finds the property to be properly zoned for the proposed use. A review of the tax abatement maps finds that the property is located in an area presently designated as a Tax Abatement Impact Area and the property is also located in the Economic Development Target Area, the latter of which is a requirement for consideration of the abatement. A review of the Redevelopment Allocation areas finds that the property is located in the West Washington- Chapin Development Area which is a Tax Incremental Financing Allocation Area; therefore, the petition first requires the approval of the South Bend Redevelopment Commission. South Bend Heritage Foundation is requesting a ten (10) year real property tax abatement, and although South Bend Heritage's project falls within the designated area and South Bend Heritage is guaranteeing H:\ HOME\ CPffiPPS \WPDATA \COMMSN\101797.MIN -15- South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) c. continued.... that more than 20 percent of the housing units will be made available to low - income individuals, the project does not meet the required $4 million in hard dollar costs for the requested ten (10) year abatement. South Bend Heritage feels that the project should be considered for the 10 year abatement because of the following: first, there is a need in our community to provide alternative living opportunities for developmentally disabled adults; second, 100 percent of the project will be targeted to low- income individuals, far exceeding the 20 percent minimum requirement; third, the project will provide semi - independent living opportunities to individuals who are currently living with aging parents, in group homes or in nursing homes. Additionally, South Bend Heritage has noted that the project is an important continuation of South Bend Heritage Foundation's mission to stabilize and revitalize inner -city, low- income neighborhoods and to provide equal opportunity for affordable housing. Collaborating with Logan, Inc. allows South Bend Heritage to extend its services to those with special needs. Therefore, South Bend Heritage is respectfully requesting special consideration of a 10 year real property abatement. A review of the estimated taxes abated/paid over the requested ten (10) year period has determined that approximately $298,857 would be abated and $304, 895 would be paid. If South Bend Heritage is not granted H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -16- ® • South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) c. continued.... the ten year abatement and a six year abatement is granted, total estimated taxes abated over a six year period would be $212,923 and total taxes paid would be $149,328. Because the project does not meet the minimum requirements for the requested 10 year abatement, it will be considered as a special exception by the South Bend Common Council. This petition will be presented to the South Bend Common Council on Monday, October 27, 1997, but the petition first requires the approval of the South Bend Redevelopment Commission. Dea Andrews of South Bend Heritage presented drawings of the proposed project. Ms. Andrews stated that the lots have been empty for quite some time. The total twelve lots located on Spruce Street have been replatted into six lots. Ms. Andrews stated that the proposed housing will have a single - family appearance to them, with an upstairs and downstairs. When South Bend Heritage started this project with Logan, Inc., they started with three sites but reduced the project to this one location. They would have come close or exceeded the $4 million requirement of the 10 -year tax abatement if they had built on all three sites. Ms. Auburn asked if South Bend Heritage H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -17- South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) c. continued.... will be able to develop the remaining nine houses of the anticipated 15 houses, in the future. Ms. Andrews stated that South Bend Heritage hopes, in the future, to develop the remaining nine houses of the anticipated 15 houses. Mr. Hunt asked if Logan, Inc. has identified an additional need to develop the remaining nine houses. Ms. Andrews stated that South Bend Heritage wants to move cautiously, making sure the houses fill and are able to operate in a fiscally responsible way. She stated that South Bend Heritage feels that this proposed project is a very good start for future developments. Ms. Auburn asked who will own, manage and maintain the houses. Ms. Andrews stated that South Bend Heritage will own, manage, and maintain the houses, but Logan, Inc. will supply the tenants and the support services. Ms. Andrews also stated that Logan, Inc. will take each person, whom they recommend to occupy a unit, and establish a plan that will accommodate each of their daily needs. She also stated that some of the qualified tenants have jobs and use public transportation which includes Colfax Street in its daily route. Three of the duplexes will have three bedrooms in each of the six units. Each of the assigned supervisors will occupy one of the three bedrooms in the three- bedroom units. Mr. Hunt asked Dea H:\IiOME\CPHIPPS\WPDATA\COMMSN\I 01797.MIN -18- South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) c. continued.... Andrews if any of the proposed employment persons are of South Bend Heritage or Logan, Inc. Ms. Andrews stated that the employees will be a combination of both South Bend Heritage's and Logan, Inc.'s. She also stated that South Bend Heritage currently has a property management division which manages all of their properties. Ms. Andrews stated that the proposed four new employees will be employees of South Bend Heritage and Logan, Inc., and one of the four positions will be a maintenance position whose responsibilities include mowing the grass in the spring and summer, and shoveling the snow in the winter, etc. Ms. Andrews stated that one of South Bend Heritage's site people will be in charge of leasing out the units. The tenants that qualify based on their income and other criteria, must meet those same requirements each year. Upon a motion by Ms. Auburn, seconded by Mr. Donoho and unanimously carried, the Commission adopted Resolution No. 1543 approving an application for real property tax deduction for property located in the 1200 Block of West Colfax Avenue and the 100 Block of Spruce Street in the West Washington- Chapin Development Area. (South Bend Heritage Foundation) d. Commission approval requested for Resolution No. 1546 approving an application for real property tax deduction for property located at 4085 Ralph Jones A:\ HOME\ CPAIPPS \WPDATA \COMMSN\101797.MIN -19- COMMISSION ADOPTED RESOLUTION NO. 1543 APPROVING AN APPLICATION FOR REAL PROPERTY TAX DEDUCTION FOR PROPERTY LOCATED IN THE 1200 BLOCK OF WEST COLFAX AVENUE AND THE 100 BLOCK OF SPRUCE STREET IN THE WEST WASHINGTON -CHAPIN DEVELOPMENT AREA (SOUTH BEND HERITAGE FOUNDATION) South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) d. continued.... Drive in the Airport Economic Development Area. (Apollo Precision Machining, Inc.) Mike Beitzinger gave the staff report. Apollo Precision Machining is a production machine shop. They manufacture parts from steel, brass, aluminum, plastic and nylon for the agricultural, dairy and flexible assembly industries, as well as supplying gauging components for the pattern industry. Apollo is capable of a broad range of CNC turning, CNC milling, drilling, tapping, honing and manufacturing parts from bar stock, castings, weldments and burnouts. Their project calls for 10,000 sf of additional manufacturing space to the existing building at a cost of $230,000. The additional space is critical to the growth of the business. The new addition, coupled with a three -year equipment acquisition plan, will allow the company to satisfy increasing customer demands and bring in new business from out of state while maintaining its high standards. Per the petition, it is estimated that this project will create six (6) new, permanent jobs within the first year, representing a new annual payroll of $150,0000 and will maintain 29 existing permanent, full -time jobs and no -part time jobs representing an annual payroll of $807,000. H:\ HOME \CPHOPS \WPDATA \COMMSN\101797.MIN -20- South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) d. continued.... A review of the tax abatements previously granted finds that the Apollo Precision Machining has been granted three previous tax abatements. The first, a three year real property abatement, was passed in August 1994. The second, a five year personal property abatement, was passed in August 1994. The last abatement was a five year personal property abatement passed in July 1997. Apollo Precision is in compliance with the reporting requirements for the previous abatements. The building commissioner has reviewed the petition and finds the property to be properly zoned for the proposed project. A review of the South Bend Redevelopment Areas finds that the property is located in the Airport Economic Development Area, which is a Tax Incremental Allocation Area; therefore, the petition for real property tax abatement must first be approved by the South Bend Redevelopment Commission. A review of the Tax Abatement Ordinance finds that Apollo Precision Machining meets the qualifications for a three (3) year real property tax abatement. Using the estimated project cost of $230,000, the taxes to be generated total approximately $33,063. The taxes to be abated total approximately $22,042. The taxes still paid with the abatement will total approximately $11,021. H:\ HOME \CPHIPPS \WPDATA \COMMSM101797.MIN -21- South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) d. continued.... Robert Prine, representing Apollo Precision Machining, Inc., stated that they did not anticipate this expansion for another year. But business is doing so well that they were forced to expand earlier than anticipated. Robert Prine stated that the development of this new project will create six new, permanent jobs within the first year, and they anticipate an additional ten new jobs within this three -year plan. Upon a motion by Mr. Donoho, seconded by Ms. Auburn and unanimously carried, the Commission adopted Resolution No. 1546 approving an application for real property tax deduction for property located at 4185 Ralph Jones Drive in the Airport Economic Development Area. (Apollo Precision Machining, Inc.) e. Staff report on acquisition of property in the Sample -Ewing Development Area. Mrs. Kolata stated that five counter offers were received. The first counter offer is from Russell Sosnoski and Mary Degaugh for a residential property located at 709 E. Wenger. The counter offer is in the amount of $57,000. The original purchase offer was $25,000. The staff recommends accepting the counter offer in the amount of $57,000, plus real estate taxes. This is a lump sum payment for both acquisition and relocation. It includes H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -22- E COMMISSION ADOPTED RESOLUTION NO. 1546 APPROVING AN APPLICATION FOR REAL PROPERTY TAX DEDUCTION FOR PROPERTY LOCATED AT 4185 RALPH JONES DRIVE IN THE AIRPORT ECONOMIC DEVELOPMENT AREA. (APOLLO PRECISION MACHINING, INC.) South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) e. continued.... all relocation payments that they would be eligible to receive. Upon a motion by Ms. Auburn, seconded by Mr. Donoho and unanimously carried, the Commission accepted the counter offer in the lump sum amount of $57,000, plus real estate taxes, from Russell Sosnoski and Mary Degaugh for a residential property located at 709 E. Wenger. The second counter offer received is from Emery M. Horvath for two vacant lots located on East Wenger. The counter offer is in the amount of $1,250, plus real estate taxes, for each of the lots. The original purchase offer was $775.00 for each of the lots. The staff recommends accepting the counter offer in the amount of $1,250, plus real estate taxes, for each of the lots. Upon a motion by Ms. Auburn, seconded by Mr. Donoho and unanimously carried, the Commission approved the counter offer from Emery M. Horvath in the amount of $1,250, plus real estate taxes, for each of the lots located on East Wenger. The third counter offer is from Emery M. Horvath for property located at 1215 Hoffman Court. The original purchase offer was $13,500. The staff recommends accepting the counter offer of $50,000, plus real estate taxes. This is a lump sum payment for both acquisition and relocation. It includes all relocation that he would be H:\HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -23- COMMISSION ACCEPTED THE COUNTER OFFER IN THE LUMP SUM AMOUNT OF $57,000, PLUS REAL ESTATE TAXES, FROM RUSSELL SOSNOSKI AND MARY DEGAUGH FOR A RESIDENTIAL PROPERTY LOCATED AT 709 E. WENGER COMMISSION APPROVED THE COUNTER OFFER FROM EMERY M. HORVATH IN THE AMOUNT OF $1,250, PLUS REAL ESTATE TAXES, FOR EACH OF THE LOTS LOCATED ON EAST WENGER 0 South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) e. continued.... eligible to receive. Upon a motion by Ms. Auburn, seconded by Mr. Donoho and unanimously carried, the Commission accepted the counter offer from Emery M. Horvath in the lump sum amount of $50,000, plus real estate taxes for the property located at 1215 Hoffinan Court. The last counter offer received is from Emery M. Horvath for property located at 1219 Hoffman Court. The original purchase offer was $11,500. The staff recommends accepting Emery M. Horvath's settlement of $9,000, plus real estate taxes. COMMISSION ACCEPTED THE COUNTER OFFER FROM EMERY M. HORVATH IN THE LUMP SUM AMOUNT OF $50,000, PLUS REAL ESTATE TAXES FOR THE PROPERTY LOCATED AT 1215 HOFFMAN COURT Upon a motion by Ms. Auburn, seconded by COMMISSION ACCEPTED EMERY M. HORVATH'S Mr. Donoho and unanimously carried, the SETTLEMENT OF $9,000, PLUS REAL ESTATE Commission accepted Emery M. Horvath's TAXES FOR THE PROPERTY LOCATED AT 1219 HOFFMAN COURT settlement of $9,000, plus real estate taxes for the property located at 1219 Hoffman Court. E Commission approval requested for proposal from R.E. McCloskey & Associates, Inc. for appraisals in the Main /Jefferson Block and 1100 South Michigan Block in the South Bend Central Development Area and Sample -Ewing Development Area. Mrs. Kolata stated that Richard McCloskey's proposal for appraisal services was accepted at a previous meeting. When Mr. McCloskey received the title information from the Division of Redevelopment, he determined that there were more appraisals than had H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -24- ® • South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) f. continued.... previously been indicated. The two vacant lots were assumed to be a part of other properties when, in fact, they have separate ownerships. Richard McCloskey requested that he receive an additional $1,500 for each of the two appraisals. Mrs. Kolata stated that Joanna Smith and she have looked at the title work and survey and determined that there are indeed two additional appraisals. Upon a motion by Ms. Auburn, seconded by COMMISSION ACCEPTED THE PROPOSAL FROM Mr. Donoho and unanimously carried, the R.E. MCCLOSKEY & ASSOCIATES, INC. FOR Commission accepted the proposal from R.E. APPRAISALS IN THE MAIN/JEFFERSON BLOCK McCloskey & Associates, Inc. for appraisals AND 1100 SOUTH MICHIGAN BLOCK IN THE SOUTH BEND CENTRAL DEVELOPMENT AREA in the Main/Jefferson Block and 1100 South AND SAMPLE -EWING DEVELOPMENT AREA Michigan Block in the South Bend Central Development Area and Sample -Ewing Development Area. g. Commission approval requested for Loan and Grant in connection with the Affordable Loan Program for property located at 1336 E. Dayton. (Barry and Heather Clark) Mrs. Kolata stated that the loan to Barry and Heather Clark is in the amount of $5,150 at 0% for ten years with monthly payments of $42.92. The grant is in the amount of $4,886.75. H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MTN -25- ® i South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) g. continued.... Upon a motion by Ms. Auburn, seconded by COMMISSION APPROVED THE LOAN AND Mr. Donoho and unanimously carried, the GRANT IN CONNECTION WITH THE Commission approved the Loan and Grant in AFFORDABLE LOAN PROGRAM FOR PROPERTY LOCATED AT 1336 E. DAYTON. (BARRY AND connection with the Affordable Loan HEATHER CLARK) Program for property located at 1336 E. Dayton. (Barry and Heather Clark) h. Commission approval requested for Loan and Grant in connection with the Affordable Loan Program for property located at 902 S. Lombardy. (Virginia Wawrzyniak) Mrs. Kolata stated that the loan to Virginia Wawrzyniak is in the amount of $2,500 at 0% interest for five years with monthly payments of $41.67. The grant is in the amount of $2,318.25. Upon a motion by Ms. Auburn, seconded by COMMISSION APPROVED THE LOAN AND Mr. Donoho and unanimously carried, the GRANT IN CONNECTION WITH THE Commission approved the Loan and Grant in AFFORDABLE LOAN PROGRAM FOR PROPERTY LOCATED AT 902 S. LOMBARDY. (VIRGINIA connection with the Affordable Loan WAWRZYNIAK) Program for property located at 902 S. Lombardy. (Virginia Wawrzyniak) i. Commission approval requested for Certificate of Waiver in connection with the Rental Rehab Loan Program for property located at 829 E. Miner. (Paul and Mary Jo Quinn) Mrs. Kolata stated that this Certificate of Waiver forgives $453.16 as of September 11, 1997. H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -26- P South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) i. continued.... Upon a motion by Mr. Donoho, seconded by Ms. Auburn and unanimously carried, the Commission approved the Certificate of Waiver in connection with the Rental Rehab Loan Program for property located at 829 E. Miner. (Paul and Mary Jo Quinn) j. Commission approval requested for proposals for appraisal services in the South Bend Central Development Area. Mrs. Kolata stated that three proposals were received. Only one appraiser is needed because one appraisal of the property has already been completed. She also stated that the staff requested one report attributing the value to the two separate owners. Mrs. Kolata stated that the lot is an L- shaped piece of property and it has slightly different ownerships. There are some overlapping ownerships, so the staff requested a single appraisal report. This resulted in adjustments to the proposals that were originally submitted. Ralph D. Lauver proposed to do the work for an amount of $3,000, instead of $3,500. Jerome Michaels proposed to do the work for $2,500. Richard McCloskey proposed to do the work for $2,800. The staff recommends accepting the proposal from Jerome Michaels. H:\ HOME\ CPHWPS \WPDATA \COMMSN\101797.MIN -27- COMMISSION APPROVED THE CERTIFICATE OF WAIVER IN CONNECTION WITH THE RENTAL REHAB LOAN PROGRAM FOR PROPERTY LOCATED AT 829 E. MINER. (PAUL AND MARY JO QUINN) v South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) j. continued.... Upon a motion by Ms. Auburn, seconded by Mr. Donoho and unanimously carried, the Commission accepted the proposal from Jerome Michaels in the amount of $2,800 for appraisal services in the South Bend Central Development Area. k. Commission approval requested for proposal for appraisal services in the Airport Economic Development Area. Mrs. Kolata asked permission to table item 61. There were no objections and item 61. was tabled. 1. Commission approval requested for proposal for professional services. (Bourdon and Bourdon) Mrs. Kolata stated that this proposal is for aerial photography of an area that encompasses Redevelopment's project areas. The cost for this work is $700.00, which includes the price of the film, proofs, time and the air charter. The scope of services does not include the actual photographs that will be printed from the negatives. Upon a motion by Mr. Donoho, seconded by Ms. Auburn and unanimously carried, the Commission accepted the proposal from Bourdon and Bourdon for professional services. H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -28- n COMMISSION ACCEPTED THE PROPOSAL FROM JEROME MICHAELS IN THE AMOUNT OF $2,800 FOR APPRAISAL SERVICES IN THE SOUTH BEND CENTRAL DEVELOPMENT AREA ITEM 6.K. WAS TABLED COMMISSION ACCEPTED THE PROPOSAL FROM BOURDON AND BOURDON FOR PROFESSIONAL SERVICES South Bend Redevelopment Commission Regular Meeting - October 17, 1997 6. NEW BUSINESS (CONT.) m. Commission approval requested for a proposal from KCH & Associates, Inc. for Consulting Agreement in the Sample - Ewing Development Area. Mrs. Kolata stated that this proposal is for services related to a financial plan and strategy for the possible purchase of the Ivy Tower property. The cost for this work is not -to- exceed $2,500. Upon a motion by Mr. Donoho, seconded by Ms. Auburn and unanimously, the Commission accepted the proposal from KCH & Associates, Inc. for a Consulting Agreement in the Sample -Ewing Development Area. n. Commission approval requested for proposal for clean out of property located in the Sample -Ewing Development Area. Mrs. Kolata stated that this proposal is for the Historic Wenger Homestead property located at 701 E. Pennsylvania. This building has a lot of things in it that need to be removed. There were two proposals received. The first proposal received was from First Response Construction, Inc. in the amount of $3,760. The second proposal received was from Servpro, Inc. in the amount of $3,866.94. The staff recommends accepting the proposal from First Response Construction, Inc. in the amount of $3,760. Upon a motion by Ms. Auburn, seconded by Mr. Donoho and unanimously carried, the Commission accepted the proposal from First Response Construction, Inc. in the amount of H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -29- E COMMISSION ACCEPTED THE PROPOSAL FROM KCH & ASSOCIATES, INC. FOR A CONSULTING AGREEMENT IN THE SAMPLE -EWING DEVELOPMENT AREA COMMISSION ACCEPTED THE PROPOSAL FROM FIRST RESPONSE CONSTRUCTION, INC. IN THE AMOUNT OF $3,760 South Bend Redevelopment Commission Regular Meeting - October 17, 1997 $3,760. 7. PROGRESS REPORTS There were no Progress Reports. 8. NEXT COMMISSION MEETING: The next Meeting of the Redevelopment Commission is a Special Meeting scheduled for October 22, 1997 at 8:30 a.m. 9. ADJOURNMENT There being no further business to come before the Redevelopment Commission, Ms. Auburn made a motion that the meeting be adjourned. Mr. D seconded the motion and the meeting THERE WERE NO PROGRESS REPORTS NEXT SCHEDULED MEETING ADJOURNMENT w o ed at 1 :5 m. Robert W. Hunt, President Ann E. Kolata, Director H:\ HOME\ CPHIPPS \WPDATA \COMMSN\101797.MIN -30-