Loading...
HomeMy WebLinkAboutRM 12-05-97SOUTH BEND REDEVELOPMENT COMMISSION REGULAR MEETING December 5, 1997 10:00 P.M. Presiding: Robert W. Hunt, President 1. ROLL CALL 1308 County -City Building 227 West Jefferson Boulevard South Bend, Indiana Members Present: Mr. Robert W. Hunt, President Mr. Michael Donoho, Vice - President Ms. Paula N. Auburn, Secretary Ms. Eugenia S. Schwartz Mr. Philip J. Faccenda Legal Counsel: Ms. Anne E. Bruneel Redevelopment Staff: Mrs. Ann E. Kolata, Director Ms. Vangelean Urbanski, Recording Secretary Mr. James Riggs, Economic Development Specialist Mr. Owen Rock, Economic Development Specialist Ms. Amy Tweeten, Economic Development Specialist Bureau of Housing: Ms. Mary Beth Thompson Media: Mr. Terry Bland, South Bend Tribune Others: Mr. Jack Young Mr. John O'Brien Ms. Patt Crowley Ms. Sheryl Litell Ms. Marsha Willis Mr. Brad Toothaker Ms. Angel Winslow Mr. Steve Ellison Mr. James Meese Mr. Bill Frasch Mr. Jim Metheny 2. APPROVAL OF MINUTES a. Commission approval of the Minutes of the Regular Meeting of November 21, F:\HOME\CPHIPPS\WPDATA\COMMSM120597.MIN -1- 1 South Bend Redevelopment Commission Regular Meeting - December 5, 1997 1997. Upon a motion by Ms. Schwartz, seconded COMMISSION APPROVED THE MINUTES OF THE by Mr. Donoho and unanimously carried, REGULAR MEETING OF NOVEMBER 21, 1997 the Commission approved the Minutes of the Regular Meeting of November 21, 1997. 3. APPROVAL OF CLAIMS Redevelopment Commission Claims submitted December 5, 1997, for approval. 212 CDBG COMMUNITY DEVELOPMENT Tri- County News, Inc. $64.83 Tri- County News, Inc. $13.74 Tri- County News, Inc. $34.51 Tri - County News, Inc. $19.43 South Bend Tribune $225.16 Grauvogel & Associates $467.50 Federal Express $13.75 Federal Express $12.00 American Electric Power $19.90 Indiana Department Of Environmental Management $95.40 Genes Camera Store, Inc. $209.45 South Bend City Clerk $5.24 Liability Insurance $428.59 414 SAMPLE -EWING FUND York Title & Escrow, Inc. $180.00 Isaiah Cathey Jr., Dependable Barber $4,690.00 Rieth -Riley Construction Co. $40,784.71 The Troyer Group, Inc. $75.00 Rieth -Riley Construction Co. $9,495.27 St. Joseph County Treasurer #1 $688.89 Kent Price & Sandra Price & William Landow $11,234.12 St. Joseph County Treasurer #2 $76.99 First Response $3,760.00 F:\IiOME\CPHfPPS\WPDATA\COMMSN\120597.MIN -2- South Bend Redevelopment Commission Regular Meeting - December 5, 1997 3. APPROVAL OF CLAIMS (CONT.) 324 FUND Shilts Graves & Associates, Inc. Blackthorn Golf Course Owners' Association At Blackthorn, Inc. Young's Excavating, Inc. 420 SBCDA GENERAL ACCOUNT Jerome E. Michaels, MAI 619 BLACKTHORN GOLF COURSE Meadowbrook Golf Management, Inc. Upon a motion by Mr. Donoho, seconded by Mr. Faccenda and unanimously carried, the Commission approved the Claims submitted December 5, 1997, and ordered the checks to be released. 4. COMMUNICATIONS There were no Communications. 5. OLD BUSINESS There was no Old Business. Mrs. Kolata asked permission to add item 6.p. to the agenda. There were no objections and item 6.p. was added to the agenda. 6. NEW BUSINESS a. Presentation of proposals to provide Real Estate Marketing Services in the South Bend Central Development Area, Sample -Ewing Development Area and Airport Economic Development Area (excluding the Blackthorn Corporate Park). F:\HOME\CPHIPPS\WPDATA\COMMSN\120597.MIN -3- $255.00 $3,780.00 $1,975.20 $120,951.40 $2,500.00 $6,450.00 COMMISSION APPROVED THE CLAIMS SUBMITTED DECEMBER 5, 1997, AND ORDERED THE CHECKS TO BE RELEASED THERE WERE NO COMMUNICATIONS THERE WAS NO OLD BUSINESS ITEM 6.P. WAS ADDED TO THE AGENDA South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) b. Presentation of proposals to provide Real Estate Marketing Services in the Blackthorn Corporate Park. Mrs. Kolata stated that a request for proposal for real estate marketing services was sent to four firms. Two separate request for proposals were sent out —one for Blackthorn Corporate Park and one for all other Redevelopment owned property. Proposals were received from CB Commercial/Robert Bradley Associates and the Stone Real Estate Group. We'd like to discuss both proposals at the same time and have one firm present their proposals and then have the second firm present theirs. James Riggs and Amy Tweeten, Economic Development Specialists, reviewed the proposals and prepared a staff report and chart which is attached to these minutes. It is the Redevelopment Commission's intent to enter into a two -year contract. Ms. Schwartz abstained from discussing or voting on this agenda item. Jim Metheny of Robert Bradley Associates gave a presentation. Robert Bradley Associates was created in October 1997 by a Commercial Brokerage Group. CB Commercial was founded in 1906 and is the largest leading provider of real estate services today. CB Commercial has nearly 6,400 employees in 200 cities and in 35 countries. Mr. Metheny stated that the advantages of choosing CB F:\IiOME\CPHIPPS\WPDATA\COMMSN\120597.MIN -4- South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) b. continued.... Commercial/Robert Bradley Associates are that it's a local, third party, independent firm; the brokers are not developers; CB Commercial /Robert Bradley Associates does not own commercial property that competes for its resources or time; and, CB Commercial /Robert Bradley Associates' brokers are market knowledgeable. Mr. Metheny noted that they are the single - point of access to the resources that are available at CB Commercial. Sheryl Litell, a commercial real estate agent, stated that for the last eight years her focus has been office, industrial and real estate. She works in South Bend everyday. She educates people inside and outside of the community on South Bend's workforce, zoning, utilities and lifestyle. She explained that Robert Bradley Associates is a client - oriented transaction company. Robert Bradley Associates intends to strategize on taking a look at a new fresh view of the marketing packets and visual aids. Part of Robert Bradley Associates' idea is to create a dual package — formal and informal. Brad Toothaker stated that CB Commercial has given Robert Bradley Associates fantastic access, in a "turn-key way," to national markets and national capital investors. Part of CB Commercial/Robert Bradley Associates' assets is the access to marketing data via F:\IiOME\CPHIPPS\WPDATA\COMMSN\120597.MIN -5- South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) b. continued.... the Gold Book which lists real estate contacts for the Fortune 1000 companies. Mr. Toothaker commented that South Bend should feel privileged to be selected as a really strong, emerging secondary market that is being recognized nationally. He noted that CB Commercial /Robert Bradley Associates has marketing participation on a regional and national level. In reference to the regional level, he and several individuals from Ohio, Indiana, Illinois, Kentucky and Michigan met in Ohio to discuss how to create a forum and to brainstorm on how they can service CB Commercial /Robert Bradley Associates' clients in these regional areas. Within the regional and national forums, CB Commerical/Robert Bradley Associates has property specifics and property -type groups — retail, office and industrial —that focus just on these type of properties. CB Commercial/Robert Bradley Associates also specializes in golf course real estate. CB Commercial /Robert Bradley Associates added Cole Real Estate Advisors (CRA) to its portfolio because of CRA's synergy in the aspect of its national market presence. CRA focuses only on purchasing environmentally distressed properties. Mr. Toothaker commented that CB Commercial /Robert Bradley Associates has access to the World Wide Web and uses it to contact future clients, tenants or land owners. He stated that CB F:\ HOME\ CPHIPPS \WPDATA \COMMSN\120597.MIN -6- South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) b. continued.... Commercial/Robert Bradley Associates looks forward to working with the City of South Bend. Ms. Auburn asked if there has been any activity with CB Commercial here in the local area prior to Robert Bradley Associates' affiliation with them. Mr. Toothaker responded that there has been some activity in the past. Ms. Auburn asked Brad Toothaker what type of retail experience Robert Bradley Associates has. Mr. Toothaker responded that Jim Metheny has leasing experience all around the South Bend community. Also, Patt Crowley has retail experience. Jack Young, Stone Real Estate Group, introduced other brokers at Stone Real Estate Group and then made a presentation to the Commission. A copy of their presentation is attached to these minutes. Mrs. Kolata commented that individual follow -up meetings will be held with CB Commercial/Robert Bradley Associates and Stone Real Estate Group to discuss their proposals. The staff will report back to the Commission on December 19. c. Commission approval requested for Contract for Sale of Land with Murdoch, Coll and Lillibridge in the Airport Economic Development Area. F:\ HOME\ CPHIPPS \WPDATA \COMMSN\120597.MIN -7- South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) c. continued.... Mrs. Kolata commented that the Contract for Sale of Land was originally intended to be with Murdoch, Coll and Lillibridge on behalf of their client but it is now directly with Holy Cross Health System Corporation. Holy Cross Health System Corporation proposes to construct a building between 75,000 and 85,000 sf at Blackthorn Corporate Park. It will be located at the south end of Mayflower Road where the cul de sac will be constructed by the City of South Bend. Mrs. Kolata noted that this project will create approximately 300 jobs. Holy Cross Health System Corporation anticipates opening for business within one year. Upon a motion by Mr. Faccenda, seconded by Mr. Donoho and unanimously carried, the Commission approved the Contract for Sale of Land with Holy Cross Health System Corporation. d. Commission approval requested for proposals for disposition appraisal services in the Sample -Ewing Development Area. Mrs. Kolata noted that two proposals were received for a parcel of land in the block bounded by Main, Lafayette, Sample and Tutt Streets. It is the site of the former Miller Paint Store. A proposal was received from the Appraisal Group to rw F:\ HOME\ CPHIPPS \WPDATA \COMMSN\I20597.MIN -8- COMMISSION APPROVED THE CONTRACT FOR SALE OF LAND WITH HOLY CROSS HEALTH SYSTEM CORPORATION South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) d. continued.... appraise this parcel for a fee of $400.00. The second proposal received is from Doug Carpenter to appraise this parcel for a fee of $250.00. Mrs. Kolata noted that two appraisals are needed and the staff recommends hiring the Appraisal Group and Doug Carpenter to appraise the parcel located in the block bounded by Main and Lafayette and Sample and Tutt Streets. Upon a motion by Mr. Faccenda, seconded COMMISSION ACCEPTED THE PROPOSALS FROM by Ms. Schwartz and unanimously carried, THE APPRAISAL GROUP AND DOUG CARPENTER the Commission accepted the proposals FOR DISPOSITION APPRAISAL SERVICES IN THE SAMPLE -EWING DEVELOPMENT AREA from the Appraisal Group and Doug Carpenter for disposition appraisal services in the Sample -Ewing Development Area. e. Commission approval requested for proposals for acquisition appraisal services in the Sample -Ewing Development Area. Mrs. Kolata noted that there are several properties that need new appraisals or updated appraisals. The first proposal received is from R.E. McCloskey and Associates to appraise the Standard Surplus Property for a fee of $5,000. The second proposal received is from Rick Pitts to appraise the Standard Surplus building for a fee of $4,800. Rick Pitts also submitted a proposal to appraise a piece of property that has a Hamilton Towing storage lot on it for a fee of $2,800; and, a railroad right -of -way F:\HOMENCPHEPPS\WDATA\COMMSM120597.MfN -9- South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) e. continued.... located in the same block as the Hamilton Towing lot for a fee of $1,400. The last proposal received is from Ralph Lauver to appraise the abandoned railroad right -of- way for a fee of $1,350 and the Hamilton Towing storage lot for a fee of $2,900. The staff recommends accepting the proposals from R.E. McCloskey, Rick Pitts and Ralph Lauver. Mrs. Kolata noted two appraisals are needed on each of these properties. Upon a motion by Ms. Auburn, seconded by Mr. Faccenda and unanimously carried, the Commission accepted the proposals from R. E. McCloskey, Rick Pitts and Ralph Lauver for acquisition appraisal services in the Sample -Ewing Development Area. L Commission approval requested for proposal for environmental services in the Sample -Ewing Development Area. Mrs. Kolata explained that two proposals were received from EIS for Phase I Environmental Assessments. The first proposal is for a Phase I Environmental Assessment of the former railroad right -of- way mentioned above for an estimated fee of $1,800. However, EIS stated in their Phase I Environmental Assessment proposal that they be compensated for the exact time spent and expenses. The second proposal received from EIS is for a Phase I Environmental Assessment of the F:\HOME\CPHEPPS\WPDATA\COMMSM120597.MIN -10- COMMISSION ACCEPTED THE PROPOSALS FROM R. E. MCCLOSKEY, RICK PITTS AND RALPH LAUVER FOR ACQUISITION APPRAISAL SERVICES IN THE SAMPLE -EWING DEVELOPMENT AREA South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) L continued.... Standard Surplus Building for an estimated fee of $2,200. Ms. Auburn stated that she would vote to accept the proposals if the proposals were modified to include the language "not -to- exceed" before the estimated fee. Upon a motion by Ms. Auburn, seconded by Ms. Schwartz and unanimously carried, the Commission accepted the two proposals from EIS for environmental services in the Sample -Ewing Development Area for a fee not -to- exceed $1,800 for the former railroad right -of -way and for a fee not -to- exceed $2,200 for the Standard Surplus Building. g. Commission approval requested for proposal from Heptagon Incorporated for design services in the Blackthorn Corporate Park. Mrs. Kolata asked permission to table item 6.g. There were no objections and item 6.g. was tabled. h. Filing of Resolution No. 1559 amending the South Bend Central Development Area Development Plan and setting a public hearing for 10:00 a.m. on Friday, December 19, 1997. Mrs. Kolata noted that Resolution No. 1559 amends the South Bend Central Development Area Development Plan by F:\ HOME\CPHIPPS \WPDATA \COMMSM120597.MIN _11- COMMISSION ACCEPTED THE TWO PROPOSALS FROM EIS FOR ENVIRONMENTAL SERVICES IN THE SAMPLE -EWING DEVELOPMENT AREA FOR A FEE NOT -TO- EXCEED $1,800 FOR THE FORMER RAILROAD RIGHT -OF -WAY AND FOR A FEE NOT - TO- EXCEED $2,200 FOR THE STANDARD SURPLUS BUILDING ITEM 6.G. WAS TABLED South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) h. continued.... adding a number of properties in the downtown area to the acquisition list. These properties are in the quarter block that includes the former C.E. Lee Building, a parking lot, the Hardee's restaurant and the former Barb's restaurant. Also, another piece of property to be added to the acquisition list is the L- shaped lot located by the Studebaker Museum and a strip of land located behind the Morris Civic Auditorium that is needed as part of the Morris Civic expansion project. Upon a motion by Mr. Faccenda, seconded by Mr. Donoho and unanimously carried, the Commission authorized the filing of Resolution No. 1559 amending the South Bend Central Development Area Development Plan and setting a public hearing for 10:00 a.m. on Friday, December 19, 1997. i. Commission approval requested for proposal from Peirce and Associates for Survey Services for property located in the Airport Economic Development Area. Mrs. Kolata explained that this is for the 19 acres of land that the Commission owns located by the Toll Road at the Bypass. An updated survey is needed to take into account the interchange that has been constructed at Nimtz Parkway and to identify in the survey the two existing F:\HOME\CPHIPPS\WPDATA\COMMSM120597.MIN -12- COMMISSION AUTHORIZED THE FILING OF RESOLUTION NO. 1559 AMENDING THE SOUTH BEND CENTRAL DEVELOPMENT AREA DEVELOPMENT PLAN AND SETTING A PUBLIC HEARING FOR 10:00 A.M. ON FRIDAY, DECEMBER 19, 1997 South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) i. continued.... billboards located on the property. The fee for this work is $750.00. Upon a motion by Mr. Faccenda, seconded by Ms. Auburn and unanimously carried, the Commission accepted the proposal from Peirce and Associates for Survey Services for property located in the Airport Economic Development Area. j. Commission approval requested for Certificate of Waiver in connection with the Rental Rehab Loan Program for property located at 239 Laporte. (Housing Development Corporation) Mrs. Kolata explained that this Certificate of Waiver forgives $1,400 as of May 1, 1997. Upon a motion by Ms. Schwartz, 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 239 Laporte. (Housing Development Corporation) L Commission approval requested for Certificate of Waiver in connection with the Rental Rehab Loan Program for property located at 208 E. Indiana. (Housing Development Corporation) Mrs. Kolata noted that this Certificate of Waiver forgives $1,740 as of July 28, F:\HOME\CPHIPPS\WPDATA\COMMSN\120597.MIN -13- COMMISSION ACCEPTED THE PROPOSAL FROM PEIRCE AND ASSOCIATES FOR SURVEY SERVICES FOR PROPERTY LOCATED IN THE AIRPORT ECONOMIC DEVELOPMENT AREA COMMISSION APPROVED THE CERTIFICATE OF WAIVER IN CONNECTION WITH THE RENTAL REHAB LOAN PROGRAM FOR PROPERTY LOCATED AT 239 LAPORTE. (HOUSING DEVELOPMENT CORPORATION) South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) k. continued.... 1997. Upon a motion by Ms. Schwartz, 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 208 E. Indiana. (Housing Development Corporation) 1. Commission approval requested for Certificate of Waiver in connection with the Rental Rehab Loan Program for property located at 712 Lindsey. (Louis and Mary Seago) Mrs. Kolata explained that this Certificate of Waiver forgives $406.70 as of August 30, 1997. Upon a motion by Ms. Schwartz, 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 712 Lindsey. (Louis and Mary Seago) m. Commission approval requested for Certificate of Waiver in connection with the Rental Rehab Loan Program for property located at 202 Bartlett. (James K., Penny D. and Scott A. Hughes) Mrs. Kolata explained that this Certificate of Waiver forgives $945.40 as of July 24, 1997. F:\HOME\CPHIPPS\WPDATA\COMMSM120597.MIN -14- COMMISSION APPROVED THE CERTIFICATE OF WAIVER IN CONNECTION WITH THE RENTAL REHAB LOAN PROGRAM FOR PROPERTY LOCATED AT 208 E. INDIANA. (HOUSING DEVELOPMENT CORPORATION) COMMISSION APPROVED THE CERTIFICATE OF WAIVER IN CONNECTION WITH THE RENTAL REHAB LOAN PROGRAM FOR PROPERTY LOCATED AT 712 LINDSEY. (LOUIS AND MARY SEAGO) South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) m. continued.... Upon a motion by Ms. Schwartz, 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 202 Bartlett. (James K., Penny D. and Scott A. Hughes) n. Commission approval requested for Certificate of Waiver in connection with the Rental Rehab Loan Program for property located at 1128 -1130 LWW. (Ali Mojarred) Mrs. Kolata explained that this Certificate of Waiver forgives $1,740 as of October 22, 1997. Upon a motion by Ms. Schwartz, 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 1128 - 1130 LWW. (Ali Mojarred) o. Commission approval requested for Loan and Grant in connection with the Affordable Loan Program for property located at 208 E. Indiana Avenue. (Nicholas J. Dwyer) Mrs. Kolata explained that the loan to Nicholas J. Dwyer is in the amount of $6,550 for 10 years at 6% interest with monthly payments of $75.72. F:\ HOME\CPHIPPS \WPDATA \COMMSN\120597.MIN -15- COMMISSION APPROVED THE CERTIFICATE OF WAIVER IN CONNECTION WITH THE RENTAL REHAB LOAN PROGRAM FOR PROPERTY LOCATED AT 202 BARTLETT. (JAMES K., PENNY D. AND SCOTT A. HUGHES) COMMISSION APPROVED THE CERTIFICATE OF WAIVER IN CONNECTION WITH THE RENTAL REHAB LOAN PROGRAM FOR PROPERTY LOCATED AT 1128 - 1130 LWW. (ALI MOJARRED) South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) o. continued.... Mary Beth Thompson of the Bureau of Housing addressed a memorandum to the Redevelopment Commission explaining that the property at 208 E. Indiana is to be sold to a single - family home owner and the home owner will use the rehab money to convert the home from a two - family home back to a single - family home and will occupy the home. Upon a motion by Mr. Faccenda, seconded by Mr. Donoho and unanimously carried, the Commission approved the Loan and Grant in connection with the Affordable Loan Program for property located at 208 E. Indiana Avenue. (Nicholas J. Dwyer) p. Commission approval requested for Agreement with NIPSCO for property located in the Airport Economic Development Area. Mrs. Kolata explained that this is an agreement with NIPSCO to extend a gas line into the U.S. 31 Industrial Park to have gas service readily available. The cost of extending the gas line is $14,280. Mrs. Kolata explained that the claim to NIPSCO needed to be paid before work could begin. Upon a motion by Mr. Donoho, seconded by Ms. Auburn and unanimously carried, the Commission approved the Agreement with NIPSCO for property located in the Airport Economic Development Area and F:\ IIOME\ CPHIPPS \WPDATA \COMMSN\I20597.MIN -16- COMMISSION APPROVED THE LOAN AND GRANT IN CONNECTION WITH THE AFFORDABLE LOAN PROGRAM FOR PROPERTY LOCATED AT 208 E. INDIANA AVENUE. (NICHOLAS J. DWYER) South Bend Redevelopment Commission Regular Meeting - December 5, 1997 6. NEW BUSINESS (CONT.) p. continued.... authorized payment of $14,280 to NIPSCO. Ms. Schwartz abstained. 7. PROGRESS REPORTS There were no Progress Reports. 8. NEXT COMMISSION MEETING: The next Regular Meeting of the Redevelopment Commission is scheduled for December 19, 1997 at 9:30 a.m. The public hearings will begin at 10:00 a.m. on December 19. 9. ADJOURNMENT There being no further business to come before the Redevelopment Commission Ms. Auburn made a motion that the meeting be adjourned. Mr. Faccenda seconded the motion and �Ieeting was adjourned at 11:40 m. _ Robert W. Hunt, President COMMISSION APPROVED THE AGREEMENT WITH NIPSCO FOR PROPERTY LOCATED IN THE AIRPORT ECONOMIC DEVELOPMENT AREA AND AUTHORIZED PAYMENT OF $14,280 THERE WERE NO PROGRESS REPORTS ADJOURNMENT Ann E. Kolata, Director F:\ HOME\ CPHIPPS \WPDATA \COMMSN\120597.MIN -17- Mora n • umi SoaTa e �� M v Community & Economic Development ��," Division of Redevelopment 1865 1200 County -City Building, 227 West Jefferson, South Bend, Indiana 46601-1830 ♦ Phone 219/235 -9371 ♦ Fax 219/235 -9021 To: South Bend Redevelopment Commission From: James Riggs Amy Tweeten Subject: STAFF REPORT - Proposals received for Real Estate Marketing Services Date: December 4, 1997 On November 25, Redevelopment received two proposals in response to a RFP sent out earlier this month for Real Estate Marketing Services. Proposals were received from: Stone Real Estate Group CB Commercial / Robert Bradley Associates Attached for your review are complete copies of both proposals. Please note that we requested two proposals from each company. One proposal covers services to be performed for Blackthorn Corporate Park and the other proposal covers services to all other Redevelopment owned properties in the Airport Economic Development Area, South Bend Central Development Area, and Sample - Ewing Development Area. The following summarizes specific information requested in the RFP. Please review each proposal for a detailed description of proposed services. South Bend Redevelopment Commission December 4, 1997 Page 2 AEDA, SBCDA, SEDA AEDA, SBCDA, SEDA BLACKTHORN CP BLACKTHORN CP CB Commercial / Stone Real CB Commercial / Stone Real Robert Bradley Assoc Estate Group Robert Bradley Assoc Estate Group Robert B. Toothaker, (PM Robert B. Toothaker, (PM Brad Toothaker Steven L. Ellison Brad Toothaker Jack Young, Principals Brokers W. James Metheny, CPM James E. Meese W. James Metheny, (PM JD /C(IM/SIOR/CEA Sheral M. Litell Sheral M. Litell John J. O'Brien, ((IM Patricia R. Crowley, Patricia R. Crowley, CCIM/SIOR C(IM/SIOR Fee Schedule Sale Generated by 8% 8% 8% 8% Listing Broker Sale Generated by 13 % 9% 13 % 9% ndependant 'Broker Shared with Other Broker 5% to Procuring Broker Shared with Other Broker 5% to Procuring Broker 4% to Listing Broker 4% to Listing Broker Sale Generated by '' 3% 8% 3% 8% Staff or Project Future Protection Period 90 days 180 days 90 days 365 days Contract Length 24 months 24 months 24 months 24 months Marketing; Plan and Please refer to the proposal Please refer to the proposal Please refer to the proposal Please refer to the proposal Budget O N N Q U O O U w N O n� F A M M1 O N 4� Mold 0 x C.7 w 0 N U N Q City of South Bend Economic Development & Redevelopment Commission Presentation 910"IJ110. qP STOP REAL ESTATE GROUP December 5, 1997 Presentation Outline ♦ Stone Real Estate Group ♦Blackthorn Corporate Park ♦Airport /CBD /Ewing & Sample *Brokerage Decision Factors The Brokerage Firm/Network � STOP REAL ESTATE GROUP Ta C45R,c W O R L D W I D E REAL ESTATE SERVICES STONE REAL ESTATE GROUP ♦ 5 Full Time Commercial Brokers ♦ 15 year Average Real Estate Experience ♦ 10 -15 years Average Corporate Career ♦ Strong Academic Credentials/Honors ♦ Most Professional (CCIM /SIOR) Designees ♦ Realtor of Year & 1999 President ICBR ♦ Web Site Awards & High Tech Methods ♦ Teamwork, Depth & Breadth, & Synergy 2 CORE ♦ Member -Owned Consortium *Fastest Growing Network in US ♦ 100 Commercial Offices ♦ Office Referrals across USA ♦ Professional Cross Fertilization 3 Blackthorn Corporate Park *The Brokers *The Marketing Plan *The Marketing Budget John O'Brien • CCIM /CEA • Realtor of Year 1992 • 1999 President ICBR • Center City Associates • South Bend REST • Vision 2020 • Over 40 Land Sales • Frequent Site Finder • Blackthorn History 4 Jack Young • Notre Dame JD Magna • CCIM /SIOR/CEA • CEO Fortune 500 Sub • Development Expertise • Blackthorn Experience • Co -Owner Achievements • Advisor Design Guidelines • Blackthorn Satellite Office Blackthorn Marketing Plan *Traditional Marketing *Broadcast Marketing *Target Marketing 5 Traditional Marketing • Signage • Phone Line ♦ Local Broker Network ♦ Database • Media Advertising • Marketing Materials Broadcast Marketing • Stone Web Site & Blackthorn Web Site • Electronic Brochures • Indiana Commercial Board Service • CORE Network Promotion i SIOR Private Listing Network ♦ CCIM Private Listing Network ♦ 10 -12 Other Listing Services 6 Target Marketin ♦ Internal Stone Database - Local ♦ Proprietary Database - Regional ♦ CORE Network Marketing Team ♦ Office Specialist Broker Mailings ♦ Blackthorn Tour & Golf Outing Marketing Budget • Signage Modification $ 15602 • Visual Aids /Materials $ 23500 • Direct Mail Expense $ 35100 • Media Advertising $155860 • Special Event - Golf 4 800 ♦ Total $271862 REDEVELOPMENT PROPERTIES ♦ AIRPORT EDA ♦ SOUTH BEND CBD ♦ SAMPLE -EWING AREA SCOPE ♦INDIVIDUAL BROKERS *PROJECT OBJECTIVES *MARKETING PLAN ♦MARKETING BUDGET s JIM MEESE ♦ FOCUS: INDUSTRIAL BROKERAGE ♦ INDUSTRIAL LAND SPECIALIST - HIGHEST INDUSTRIAL LAND SALES IN AREA - SOLD OUT ALL OF TOLL ROAD PARK - SALES IN ALL INDUSTRIAL PARKS ♦ 21 YR. BANKING CAREER - DEAL STRUCTURING ADVISOR - FINANCING CONSULTANT STEVE ELLISON ♦ 10 YRS IN COMMERCIAL REAL ESTATE ♦ KNOW PROPERTIES INTIMATELY ♦ 17 SALES IN SUBJECT AREAS ♦ REAL ESTATE STRATEGY TEAM ♦ VISION 2020 TEAM MEMBER ♦ 15 YRS CORPORATE EXPERIENCE ♦ RETURN TO FULL TIME BROKERAGE 9 OBJECTIVES • PROMOTE THE PROPERTIES • INFORMATION PACKAGING • PROFESSIONAL INPUT • SOLID MARKETING PLAN • MAXIMIZE EXPOSURE • DIFFERENTIATION • MAXIMIZE SALES SUCCESS (MARKETING METHODS ♦ DIVERSE PRODUCT TYPES ♦ SIGNAGE ♦ LOCAL BROKER NETWORK • PUBLIC AGENCY CONTACT • MEDIA ADVERTISING ♦ BROCHURES 10 SOUTH BEND C B D ♦ USES ♦ TRADITIONAL MARKETING SIGNAGE » LOCAL NETWORK ♦ BROADCAST MARKETING » MEDIA » ELECTRONIC LISTING » BROCHURE ♦ TARGET MARKETING SAMPLE -EWING AREA ♦ USERS ♦ TRADITIONAL MARKETING » SIGNAGE ♦ BROADCAST MARKETING ozwwjm » ELECTRONIC LISTING ♦ TARGET MARKETING » LOCAL AREA DATA BASE 11 AIRPORT E D A ♦ USES ♦ TRADITIONAL MARKETING » SIGNAGE » LOCAL NETWORK ))BROCHURE ♦ BROADCAST MARKETING » MEDIA » WEB SITE & ELECTRONIC LISTING ♦ TARGET MARKETING » USERS & BROKERS BUDGET ♦ SIGNAGE ♦ BROCHURES ♦ POSTAGE ♦ AERIAL PHOTOS ♦ MEDIA ADVERTISING ♦ TOTAL BUDGET $7310 $25975 - $45150 $2240 $ 600 $43200 -6,000 $199475 - $229550 12 ' '♦ r Recapping The Presentation • Stone Real Estate Group /CORE Network • Unique Qualifications of Brokers • Blackthorn Corporate Park Plans • Airport/CBD /Ewing & Sample Plans ♦ 2 Different Plans - 6 Different Products!! ♦ Do You Need /Want 2 Brokerage Firms ?? Whv Select 1 Team for Both Listings!! • Staff and Broker Efficiency • 4 Brokers on One Team Working for City • Bright Line - Fiduciary Duty /Confidentiality • Build Cohesive Teamwork/Chemistry • Streamlined Single Source Communications • Uniformity and Control in Reporting • Consistent with Private Sector • Synergy Breeds Enthusiasm = Performance 13 R Selecting Your Brokerage Firm ♦ Marketing Plan ♦ Product Knowledge ♦ Commercial Experience ♦ Designations & Honors ♦ Corporate Experience ♦ Education & Training ♦ Technological Edge ♦ National Network ♦ Regional Network ♦ Firm Philosophy ♦ Compensation OUR RECOMMENDATION? '/� STOP REAL ESTATE GROUP T'a CORC NaW41-1 k W O R L D W I D E REAL ESTATE SERVICES ; 14