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HUMAN RESOURCES AND ECONOMIC DEVELOPMENT COMMITTEE
The April 18, 1988 meeting of the Human Resources and
Economic Development Committee was called to order by its
Chairman Councilman Steve Luecke at 4:00 p.m. in the Council
informal meeting room.
Persons in attendance included Councilmen: Zakrzewski,
Luecke, Duda, Voorde, Slavinskas, Niezgodski, Puzzello, and
Coleman, Ann Kolata, Jim Wensits, Carl Ellison, John Pfair,
Dave Behr, Hedy Robinson, Jim Kronk, Pam Meyer, and Kathleen
Cekanski-Farrand.
Councilman Luecke noted that the committee meeting was being
re-convened from the committee meeting of last Monday, April
11, 1988. He also noted for the record that members of the
committee currently present included Councilmen: Slavinskas,
Duda, and himself with Councilman Coleman expected to arrive
later in the meeting.
Councilman Luecke stated that the first item to be reviewed
by the committee was to continue the discussion regarding
possible tax abatement consideration for the Hollady
Corporation. Utilizing the "tax abatement impact area map
dated January, 1986" Councilman Luecke explained that
basically the committee had two choices for further
consideration. The first included the expansion of the
geographic boundaries or the possible consideration of the
project as an exception which may qualify due to
extraordinary costs. Councilman Luecke further noted that
the expansion of the boundaries may permit a three year tax
abatement consideration and that the exception possibility
would have the same three year consideration. He noted that
only if the central business district geographic boundaries
would be expanded would the petitioner have the possibility
of a six or ten year tax abatement consideration.
Mr. John Pfair noted that his company had filed the
application with the City Clerk's office. Mrs. Kolata also
passed out preliminary calculations of the "Memorial Skyway
Plaza" (copy attached) which addressed the possible tax
abatement consideration for a three, six, or ten year
duration.
Councilman Voorde questioned the procedure that would be
followed in order to expand the central business district
boundaries. Mrs. Kolata explained that an amendment would
be required of the Common Council by Ordinance. She also
noted that the current boundaries of the central business
district incorporate the densest part of the downtown where
the densest development is projected to take place.
Councilman Slavinskas stated that if the central business
district boundaries would be enlarged that tax abatement
would be easier and that in effect tax abatement would not
be an incentive. He further stated that he would prefer a
smaller geographic area so that people would relocate or
locate to the area determined to be blighted or older in
many instances.
Mrs. Kolata stated that she would prefer that the Council
consider the possibility of a special exception and would be
opposed to the expansion of the boundaries.
Councilman Luecke then asked for motions of two separate
occasions with regard to the expansion of the geographic
boundaries. No motions were made. Councilman Luecke then
stated for the record that from the committee's perspective
expansion of the geographic boundaries would be a moot
issue.
Councilman Slavinskas stated that after considering all of
the costs of the proposed projects and the safety issue, he
believed that the proposed skywalk would be a benefit to the
City. In light of this he would consider favorable support
of the project as an exception which may qualify it for a
three year real property tax abatement. Councilmen Voorde,
Duda, and Luecke voiced similar support of utilizing the
exception possiblity for a three year real property tax
abatement consideration.
Councilman Luecke stated that the Can American Development
on the East Bank would be heard at the April 25th meeting of
the Council which is to begin at 3:30 p.m. He stated that a
committee meeting would be held at 3:15 p.m. that afternoon
for further information on that project.
Pam Meyer then reviewed the Urban Enterprise Zone. She
reviewed the map outlining the zone which was dated November
1987.
She handed out individual packets of information for each of
the committee members present (copy attached) and then
reviewed in summary much of the information contained within
the packet.
The initial item reviewed was the governing State law. She
stated that the State program began in 1982 with the City of
South Bend having an Urban Enterprise Zone in 1984. This
was one of 10 Urban Enterprise Zones throughout the State of
Indiana. Currently 32 other states have a similar program
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in effect. She explained that registration of businesses
within the zone began in 1987.
She stated that the Urban Enterprise Association locally has
recommended a 15% contribution of each business tax savings
attributable to the zone program. She further noted that
other communities require 25%. Prior to the 15%
contribution rate being established the average locally
contributed was approximately 10%.
She further noted that the Urban Enterprise Association is
made up of eleven members which report quarterly to the
State board. Members are appointed by the governor, the
Mayor, and the Common Council. She also noted that South
Bend has had two relocations into the Urban Enterprise Zone
namely Lehmann Gas & Oil, Inc. located at 2205 West Sample
and The Tire Rack located at 3300 West Sample.
She then briefly highlighted some of the possible incentives
for businesses to locate within the Urban Enterprise Zone.
Such incentives include: inventory tax credits, adjusted
gross income tax credits up to $7,500, employee credits, and
deductions for Urban Enterprise Zone residents working at
the facility. Legislation provides for industrial recovery
site tax credit commonly known as "Dinosaur legislation" as
well as investment cost credit.
She then briefly reviewed the procedure which must be
followed for boundary changes and a detailed hand-out
outlined the exact procedure. Currently three square miles
are allowed by State law and the City of South Bend has
approximately 2 .95 square miles designated which makes it
the largest Urban Enterprise Zone in the State of Indiana.
Regarding contributions, approximately $200,000.00 has been
pledged and the Urban Enterprise Association is hoping for
approximately $250, 000. 00 to be pledged. Typically the
disqualification procedures are utilized for businesses who
do not respond to requests made by the U.E.A. She further
noted that the State Board is not eager to disqualify,
however, the first four disqualifications took place last
month in the City of Evansville. Three businesses in South
Bend have been pending for approximately two years on the
disqualification list. These disqualifications would be
pursued by the U.E.A. It was also noted that the larger
businesses are also the biggest contributors within the
zone. To date 125 of 240 businesses have responded.
Councilman Slavinskas noted that in some circumstances
businesses are not making a profit and may not be responding
at all. He noted that his business is located within the
Urban Enterprise Zone and that the most positive incentive
is the inventory tax credit. With this, expansion has been
possible.
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It was noted that through the various types of incentives
that businesses were able to invest or reinvest in
buildings, expansion of their buildings, expansion of
employee benefits and/or increased employment.
Pam Meyer noted that the association has also started a
commercial loan program with approximately $150, 000. 00. She
noted that currently a no-interest loan is being considered
for the Housing Development Corporation for a project with
the homeless. She also stated that "Peoples, Inc. " is an
innovative project where individuals are providing lawn care
and snow removal and related activities. The project
received a $2, 000. 00 loan which is to be paid back over a
two-year period without interest. The project is also
sponsored by the National Association's of Neighborhoods.
The program is also utilizing an in-kind contribution
procedure for various lawn equipment.
Councilman Luecke questioned whether the ten year period
could be expanded. Pam Meyer explained that the law does
permit an expansion, however, does not set forth the exact
procedure to be followed. She also noted that Purdue
University is presently doing a study on Urban Enterprise
Zones and their initial review concludes that the program is
"worth it" . There is also consideration for Federal
legislation.
Discussion then took place with regard to the Studebaker
Corridor and which buildings may or may not be purchased by
Redevelopment and the procedure which may be used. Mrs.
Kolata noted that whether to invest or not invest by current
owners does present a dilema, however, direct contact with
the Redevelopment Office would prove both informative and
beneficial to such specific land-owners.
The Committee then heard a presentation by Ann Kolata on the
Redevelopment Authority. She noted that the Redevelopment
Authority is primarily a financing mechanism. The Authority
has the ability to sell Revenue Bonds only. Through a lease
payment arrangement with the Redevelopment Commission
Revenue Bonds can be financied with payments being made from
tax increment financing or several other sources. Basically
by utilizing the Redevelopment Authority a not-for-profit
corporation can be involved whereas by utilizing the
Redevelopment Commission only a for profit corporation could
be involved. Typcially the Commission goes to the State Tax
Board for backing of the pay back procedure of the bond.
Permission must be received to go over the levy and each
decision is determined on a case-by-case basis. The ability
to levy taxes on a year-to-year basis, if needed, may be
pursued but the end result is that only Revenue Bonds and
not General Obligation Bonds are involved.
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Mrs. Kolata further noted that the lease between the
authority and the Commission must be approved by both the
Common Council and the State Tax Board. The lease would
include the maximum payment per year and the State Tax Board
has the final authority and may reduce the maximum amount.
Mrs. Kolata stated that the procedure incorporated multiple
avenues to allow public input at the Redevelopment stage,
the Common Council stage and at the State Tax Board level.
She stated that the public hearing on the stadium and the
garage Revenue Bonds will be held at the Redevelopment
Commission's meeting on April 29th at 10:00 a.m. It was
further noted that basically the remonstrance period begins
after Common Council action with a Petition process which is
to be filed in the Auditor's Office. It is not like a
General Obligation Bond where a majority of the
remonstrators could negate a G.O. Bond. The procedure is
specifically outlined in the State law.
Councilman Slavinskas noted concern with regard to where the
authority goes after the parking garage and the stadium. No
exact projects were recommended at this time. It was
projected that the stadium Revenue Bond would be heard by
the Common Council in early May and that the garage Revenue
Bond would be heard by the Common Council at the end of May.
The garage was being delayed so that bids would be in hand
at the time of the hearing.
Discussion then took place of the various consequences of
the 1986 tax reform Federal law and how that impacts whether
the bonds would be taxable or tax exempt. Once a 10% amount
was reached which would be on a cumulative basis of private
involvement, the bond could be considered taxable.
Councilman Luecke also noted that the annual Tax Abatement
Report had been received and that any questions should be
directed to Hedy Robinson.
Discussions then took place with regard to keeping the City
of South Bend competative with regard to competing for new
and enlarging businesses within the community.
Following further discussion Councilman Coleman seconded by
Councilman Duda that the meeting be adjourned. The meeting
was adjourned at 5:40 p.m.
Respectfully submitted,
Councilman Steve Luecke, Chairman
Human Resources and Economic Development
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Attachment
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