HomeMy WebLinkAbout1 RDC Packet 12.19.22South Bend Redevelopment Commission
227 West Jefferson Boulevard, Room 1308, South Bend, Indiana
Agenda
Regular Meeting, December 19, 2022 – 9:30 a.m.
http://tiny.cc/__RDC or BPW Conference Room 13th Floor
1.Roll Call
2.Approval of Minutes
A.Minutes of the Regular Meeting of Thursday, December 8, 2022
3.Approval of Claims
A.Claims Allowance Request 12.06.22
B.Claims Allowance Request 12.13.22
4.Old Business
5.New Business
A.River West Development Area
1.Resolution No. 3565 (Approving Execution of Lease COSB 2023 Project
Financing) – Public Hearing
B.South Side Development Area
1.Budget Request (South Main Street)
6.Progress Reports
A.Tax Abatement
B.Common Council
C.Other
7.Next Commission Meeting:
Thursday, January 12, 9:30 am
Adjourn
ITEM 1
South Be n d
Redevelopment Commission
227 West Jefferson Boulevard, Room 1308, South Bend, IN
SOUTH BEND REDEVELOPMENT COMMISSION
RE-SCHEDULED REGULAR MEETING
December 8, 2022 – 9:30 am
http://tiny.cc/RDC___ or BPW Conference Room 13th Floor
Presiding: Marcia Jones, President
The meeting was called to order at 9:30 a.m.
1.ROLL CALL
Members Present: Marcia Jones, President – IP
Troy Warner, Secretary – V
Eli Wax, Commissioner - IP
Vivian Sallie, Commissioner – IP
Leslie Wesley, Commissioner - V
IP = In Person V = Virtual
Members Absent: Donald Inks, Vice-President
Legal Counsel: Sandra Kennedy, Esq.
Danielle Campbell-Weiss, Esq.
Redevelopment Staff: Mary Brazinsky, Board Secretary
Joseph Molnar, RDC Staff
Others Present: Caleb Bauer
Erik Glavich
Rachel Boyles
Amy Paul
Chris Dressel
Sarah Barber
Charlotte Brach
Zach Hurst
Leslie Biek
Daniel Parker
Aaron Perri
Rachel Tomas Morgan
Daniel Buckenmeyer
Randy Rampola
Emma Adlam
Alyson Herzig
Matthew Barrett
Conrad Damian
DCI - IP
DCI – IP
DCI – V
DCI – V
DCI – V
Engineering – IP
Engineering – V
Engineering – V
Engineering – V
Admin & Finance – V
VPA – V
Councilmember – V
SB/Elkhart – V
Barnes & Thornburgh – IP
Barnes & Thornburgh – V
Resident - V
Resident – IP
Resident - V
ITEM 2A
South Bend Redevelopment Commission Regular Meeting – December 8, 2022
2.Approval of Minutes
•Approval of Minutes of the Regular Meeting of Thursday, November 10, 2022
Upon a motion by Commissioner Wax, seconded by Commissioner Sallie, the
motion carried unanimously, the Commission approved the minutes of the
regular meeting of Thursday, November 10, 2022.
3.Approval of Claims
•Claims Submitted for October 10, November 8, November 15, November 22, and
November 29, 2022
Commissioner Wax asked about the Coal Line Trail claims.
Mr. Bauer noted he would get more information and round back with
Commissioner Wax.
Upon a motion by Commissioner Wax, seconded by Commissioner Sallie, the
motion carried unanimously, the Commission approved the claims for October
10, November 8, November 15, November 22, and November 29, 2022,
submitted on Thursday, November 8, 2022.
4.Old Business
5.New Business
A.River West Development Area
1.Budget Request (Kennedy Park Improvements)
Ms. Barber Presented a Budget Request (Kennedy Park Improvements). This
request for $186,500 is for Kennedy Park improvements out of the RW TIF. This
will be a $10M project with an estimated $8.5M worth of capital improvements.
This work stemmed from the needs of neighborhood residents. We will be
creating equitable recreation opportunities on the West side. We are in the
conceptual phase of this project. This will include a new aquatics development,
natural walking paths, recreation course fields, playgrounds, pavilions, and
interactive green spaces. Funding will be obtained through a 2023 bond ($5M)
and the other half will be through pursuing an outdoor legacy recreating
partnership grant through the National Park Service. In order to obtain the grant,
we need to provide 50% of the design plans; these need to be submitted by
January 2023. Commission approval is requested.
Mr. Bauer stated that typically we wouldn’t bring a design request prior to your
authorization, however, because of the timeline of the National Park Service grant,
we brought this to you prior to this full bond process planning. That is a unique
circumstance, and we hope that you understand.
South Bend Redevelopment Commission Regular Meeting – December 8, 2022
Commissioner Wax confirmed that 50% of the plans need to be finalized to be
included in the application.
Mr. Bauer stated that they have to be included in the application.
Upon a motion by Commissioner Wax, seconded by Commissioner Sallie, the
motion carried unanimously, the Commission approved Budget Request
(Kennedy Park Improvements) submitted on Thursday, November 8, 2022.
2.Second Amendment to Real Estate Purchase Agreement (RealAmerica)
Mr. Molnar Presented a Second Amendment to Real Estate Purchase Agreement
(RealAmerica). This was approved in 2021 for the sale of six RDC owned lots just
to the east of Four Winds Field. The original agreement was in July 2021 which
gave them twenty years for state tax credits for low-income housing. The First
Amendment was approved earlier this year clarifying the dates of the 2022 tax
credit application. The state asked applicants to go back and rerun numbers
under the new interest rate. Normally projects are approved in November,
however, they moved the timeline to January based on interest rates. This
amendment extends the time frame for the application in January 2023. All of the
other commitments stay intact. Commission approval is requested.
Commissioner Wax asked for a report back to Commission when these are
awarded in January 2023
Upon a motion by Commissioner Wax, seconded by Secretary Warner, the
motion carried unanimously, the Commission approved Second Amendment to
Real Estate Purchase Agreement (RealAmerica) submitted on Thursday,
November 8, 2022.
B.River West & River East Development Areas
1.Resolution No. 3564 (COSB 2023 Redevelopment Projects)
Mr. Bauer Presented Resolution No. 3564 (COSB 2023 Redevelopment Projects).
Mr. Bauer introduced Randy Rampola, Barnes and Thornburgh who represents
COSB bond council and will present the first portion of the Resolution.
Mr. Rampola states that this resolution is the initial action you would take with
respect to a proposed lease financing that would encompass three projects in the
River West and River East TIF districts in regard to infrastructure improvements
with respect to the expanded Beacon district. The resolution in front of you
approves the form of lease. This proposes lease financing between the
Redevelopment Commission and Redevelopment Authority. The bonds would be
secured by lease rental payments that the Redevelopment Commission would
make to the Redevelopment Authority. The lease payments would pay the debt
service on the bonds. The lease asset in this case would be a portion of Portage
Avenue between Cleveland and Angela.
One benefit from the bond market perspective is it allows you not to have rental
interruption insurance. That allows you to lease assets that could easily be
substituted if something were to happen to Portage Avenue in the future as
South Bend Redevelopment Commission Regular Meeting – December 8, 2022
opposed to a building where you may have rental interruption insurance, which
adds additional annual expense. The lease itself provides terms that are
parameters. The maximum lease rental is $10.5M with a maximum lease term of
20 years. The $10.5M is based on estimated assumptions. We are contemplating
two series of bonds. The first series is for the River West and East infrastructure
improvements that would proceed once those bonds are issued.
April 2023 is the proposed closing date; the second series of bonds would be for
the Beacon project. The second paragraph of the lease provides another
financing; once the bonds are issued at $10.5M, these would be reduced to the
actual amount of the principal and interest that would be due on the bonds at that
time. There are some interest rate and project cost assumptions that may make
that a little higher. Once the rates are sorted out on the bonds the rental amount
will decrease.
Today, we are asking the Commission to consider the lease in its initial form. If
you adopt the resolution approved the form of lease, then we would publish some
notices that there would be a public hearing on the meeting of December 19,
2022. Following that, we anticipate going before the Common Council in January
2023 for approval of the lease financing which is required by Indiana law.
The lease financing would proceed to sale after Common Council approval. We
are estimating closing in April 2023. The rentals would be payable from River
West and River East tax increment revenues. When the bonds are sold the lease
does contemplate a tax backup. You are able to get the best rate that the COSB
can get in the market on any given day because of the tax back up. It does
provide a lower cost of financing from the city’s perspective.
Baker Tilly has analyzed the increment that is available for both River West and
River East and there is sufficient amount of coverage; you can be assured that
there would be sufficient TIF revenues to pay the debt service on the bonds. The
debt throughout the lease rentals would be used to pay the debt service.
Dan Parker, the City Controller stated that Baker Tilly ran a full financial analysis.
River West has two, three series of bonds that are rolling off in 2023 that are debt
service for the proposed bonds and are well within the proposed TIF increments
for both TIF areas. This would be the first debt issuance. Baker Tilly is putting
together maintain a 225% coverage ratio against parity bonds which is very
healthy.
Caleb Bauer, Executive Director DCI handed out the Baker Tilly analysis to the
Commission and will have it posted online after the meeting. He notes that it is a
pro-rated breakout. Mr. Bauer presented a PowerPoint of the projects being
funded. A number of infrastructure and parks projects in both TIF districts at a
$34M bond. We projected roughly $18.3M in revenue out of River West TIF for
2023 and just shy of $10M in River East. On the River West side $2.5M will go to
the Walker Field improvement project. There has been a lot of concerns about the
safety in crossing Ewing, so we will look into that. $800k for some SE park
upgrades including a splash pad and playground resurfacing. $5M match to the
South Bend Redevelopment Commission Regular Meeting – December 8, 2022
potential $5M grant awards for the comprehensive Kennedy Park improvements.
We are discussing some potential additions and a form of aquatics, potentially a
public pool. $2M for Portage/Elwood sidewalk project. We announced yesterday
a partnership with the Environmental Protection Agency for cleanup of Drewry’s
site. We are taking a look at the Portage and Elwood intersection and to the west
of there, improving pedestrian connections along the business corridor.
Additionally, $3M for River Bridge connector pedestrian bridge. This bridge would
cross the river south of Leeper Park as part of the broader trails network. Then a
couple projects related to the Martin Luther King Jr. Dream Center project
including Linden Avenue streetscape improvements. The other would-be park
improvements for the Dream Center including new sports courts, basketball courts
and a splash pad.
River East projects are a few streetscape projects at the LaSalle Avenue
streetscape improvements including dedicated turn lanes and bump outs for
pedestrian safety at major intersections. The same type of treatment will also
happen along Mishawaka Avenue from Cooper Street or Eddy Street bright to the
railroad tracks near Bamber’s and the Farmer’s Market. $300k for Couillard Park
splash pad upgrades. There is a splash pad there, but it needs significant
updates. We have added $2M to a couple of trail projects $2M for Hill Street trail
project. Downtown South Bend and Notre Dame are interested in partnering and
funding a significant portion of the trail, however, we are waiting on final decisions.
The Hotel/Motel tax board is interested in providing some funding to support the
trails project. $2M for South Bend Avenue improvements which includes a multi-
use trail and other street improvements for pedestrian safety (Notre Dame to Hill
Street).
Commissioner Wax asked when the projects will begin. And how long would it
take to cash flow instead of issuing a bond.
Mr. Bauer stated that some would start in 2023 and some in 2024. Mr. Bauer
states it would be a little longer timeline.
Commissioner Wax asked is there a reason we want to leverage 20 years of
revenue vs spanning the money we have?
Mr. Bauer states we have seen some transformative projects lead to
transformative investments on a smaller scale. Things like the Western Avenue
streetscape project driving private investment in small businesses along the
corridor. On LaSalle Avenue there are some larger projects like the streetscape
improvements or park projects. We can equate some of those to the Howard Park
improvement where we have seen transformative change in a short period of time.
We believe that making these transformative investments now can allow us to
really continue to build on the moderate growth that we have seen in the last ten
years and really accelerate that into the future. That concludes Rental Revenue
Bond Series A.
South Bend Redevelopment Commission Regular Meeting – December 8, 2022
Commissioner Wax clarified that we can speed up the process by a couple of
years versus waiting.
Mr. Bauer states at least a couple of years.
Mr. Bauer presented the taxable lease rental revenue bond Series B. This bond
would specifically fund $28.9M in improvement to support the broader Beacon
integrative health and lifestyle district. A development agreement has not been
brought before you as we are in negotiations. Tentatively it will fund two
structured parking garages to provide more than 900 parking spaces, and site
preparation work across the whole site. This is the two blocks south of Memorial
Hospital that are currently surface parking lots and a potential skyway bridge. This
connects employees and visitors to the hospital where they can cross the street on
the 2nd floor. The district as a whole will include more than $140M in private
investment. This would support the $232M investment by Beacon Health System
in their new tower project. The project will add 550 new full-time employees at
Memorial Hospital. Completion of this project would be in the late 20’s (four or five
years).
The improvements would include nearly one-hundred fifty market rate apartments,
ninety-two income qualified workforce housing apartments. A one-hundred-five-
bed hotel and a fifty thousand square foot fitness center. Thirty-five thousand feet
of medical office space and the 927 structured parking spaces and eight-thousand
five-hundred square feet of retail space.
We will come before you two more times as part of the issuance process. One for
the public hearing on this lease and then one to consider the resolution for backup
of the lease payment.
Commissioner Wax asked to simplify why the bond isn’t against the TIF revenues
itself but rather having the lease structure.
Mr. Rampola stated that the lease revenues goes to the security and rating. The
bond market will view a pure TIF revenue bond at a certain model. There is an
additional element of risk that appears TIF revenue bond brings to the table. If a
pure TIF revenue bond didn’t yield the assessed value of TIF revenue in theory,
the governmental unit would look at that and say we don’t have to make payment
because we didn’t pledge anything other than the TIF revenue. The bond market
will look at that with a more negative view. They will look at a pure TIF revenue
bond at a lower interest rate. They would look at a utility revenue bond payable
solely from Water Works revenues or sewage works revenues in a similar fashion
compared to a city general obligation bond with the city. The tax back up will
provide additional security which allows the bond to get closer to the city’s AA
rating because of the tax backup. We need to do this as a lease asset, but we can
easily use the streets. So, we have language in the bond that we can substitute
another street if the issued street were to go away.
South Bend Redevelopment Commission Regular Meeting – December 8, 2022
Matt Barrett, a resident, asked for a sense of the difference between the interest
rate of just a TIF bond and a general obligation bond.
Emma Adlam, Baker Tilly stated the interest rate difference would be if we did a
pure TIF fund or if we did the property tax backup bond issue. The pure TIF bond
for the tax-exempt public infrastructure project we were estimating around 6 ¼%
true interest cost and for this bond issue with the backup we are estimating around
5.45%.
Matt Barrett asked why two parking garages. Is there a cost difference.
Mr. Bauer states one of the garages would be a cast-in-place garage which would
include housing built on top of it. The other parking garage would just be a pre-
cast garage. Part of the reason for the garages is different amenities in each
block. Both blocks contain housing and then one block contains a health and
fitness center. The other contains medical office space, retail space and the sky
bridge over to Memorial Hospital. The larger garage could serve as parking for
memorial employees as well as for the residents of the housing there and those
utilizing the office and retail space. Then the other garage would be primarily for
residents of the housing units around that garage, and then people coming to the
Beacon health and fitness center.
Mr. Barrett asked about private investment.
Mr. Bauer stated Great Lakes Capital is the developer of the health and lifestyle
district. Beacon as a partner is the current property owner of the site.
Commissioner Wax asked if the city is anticipating being a part of the bigger
picture.
Mr. Bauer stated as part of our negotiations, we are looking at parking rates for the
new FTEs that are created by the tower expansion and for the employees to park
within one of these structures. There could be a bulk rate for employees. No TIF
funding is going towards the tower, but one is not successful without the other.
This is our full contribution. There is also $11.9M of Ready grant funds towards
this. The tower site wouldn’t be eligible for a tax abatement.
Matt Barrett asked what happens to Memorial’s current space.
Mr. Bauer states it is part of an on-going conversation that we are having but there
is no news to share. We are having active conversations.
Commissioner Sallie suggests inviting a representative from Beacon to come and
present what they are thinking of doing with the vacant space when the health and
lifestyle center is moved on campus. That way we don’t speculate what will be.
Mr. Bauer states that we would be happy to reach out and invite them but they will
not have an answer but we can invite them in the first quarter of 2023.
South Bend Redevelopment Commission Regular Meeting – December 8, 2022
Secretary Warner stated that improving our neighborhoods is key. These are
improvements that he knows within the city we have been talking about for a
couple of years. He likes the fact that the neighborhood and Beacon bonds
leverage other dollars, outside dollars with Kennedy Park and Notre Dame trail.
We are partners with this, and he supports this venture.
Upon a motion by Secretary Warner, seconded by Commissioner Sallie, the
motion carried unanimously, the Commission approved Resolution No. 3564
(COSB 2023 Redevelopment Projects) submitted on Thursday, November 8,
2022.
6.Progress Reports
A.Tax Abatement
1.Mr. Glavich noted states there is one tax abatement for a confirming
resolution of an 8-year residential tax abatement. This is redeveloping the
old St. Joseph medical building. The investor is putting $10M specifically
into rehabbing the building into a 69-apartment building.
B.Common Council
C.Other
1.Mr. Barrett asked if there was an update on Matthew’s projects.
2.Ms. Campbell Weiss stated at the last RDC meeting, which was I believe,
November 10th, Council Member Warner requested input in writing from
the legal department regarding some of the public suggestions raised
regarding the Commerce Center Agreement. A memo was provided to the
Commissioners on November 22nd. Unfortunately, a legal strategy can't
be discussed during the public meeting as this would affect attorney-client
privilege and the information would obviously be available for anyone to
access. So, if the Commissioners desire, an executive session could be
scheduled to privately discuss this matter further, there's an exception that
allows for discussion of strategy with respect to potential litigation.
And we could do that later this month or in January.
Secretary Warner stated he would make a motion for either the next
meeting in December or the January meeting to hold an Executive Session.
Commissioner Wax asked that it not be an early meeting so the kids can
get off to school.
Secretary Warner made a motion to have an Executive Session to discuss
potential litigation strategy. The motion was seconded by Commissioner
Wax, the motion carried unanimously, to hold an Executive Session
regarding Matthew’s projects.
South Bend Redevelopment Commission Regular Meeting – December 8, 2022
7.Next Commission Meeting:
Thursday, December 19, 2022
8.Adjournment
Thursday, December 8, 2022, 9:22 a.m.
Troy Warner, Secretary Marcia Jones, President
City of South Bend
Department of Administration & Finance
Claims Allowance Request
To:South Bend Redevelopment Commission
From:Daniel Parker, City Controller
Date:Tuesday, December 6, 2022
Pursuant to Indiana Code 36-4-8-7, I have audited and certified the attached claims and
submit them for allowance in the following amounts:
GBLN-0048621 $191,852.05
GBLN-0000000 $0.00
GBLN-0000000 $0.00
Total:$191,852.05
_______________________________
Daniel Parker, City Controller
The attached claims described above were allowed in the following
total amount at a public meeting on the date stated below:191,852.05$
By:_______________________________
South Bend Redevelopment Commission
Name:
Date:
ITEM 3A
______________________________________________________________
Name:Name:
_______________________________
Name:_______________________________
Name:
_______________________________
Name:
City of South Bend
Department of Administration & Finance
Claims Allowance Request
To:South Bend Redevelopment Commission
From:Daniel Parker, City Controller
Date:Tuesday, December 13, 2022
Pursuant to Indiana Code 36-4-8-7, I have audited and certified the attached claims and
submit them for allowance in the following amounts:
GBLN-0048863 $647,906.44
GBLN-0000000 $0.00
GBLN-0000000 $0.00
Total:$647,906.44
_______________________________
Daniel Parker, City Controller
The attached claims described above were allowed in the following
total amount at a public meeting on the date stated below:647,906.44$
By:_______________________________
South Bend Redevelopment Commission
Name:
Date:
______________________________________________________________
Name:Name:
_______________________________
Name:_______________________________
Name:
_______________________________
Name:
ITEM 3B
Redevelopment Commission Agenda Item
DATE: Dec. 19, 2022
FROM: Caleb Bauer, Executive Director of DCI
SUBJECT: Resolution Authorizing Execution of Lease with South Bend Redevelopment Authority
Funding Source* (circle one) River West; River East; South Side; Douglas Road; West Washington; RDC General
*Funds are subject to the City Controller's determination of availability; if funds are unavailable, as solely determined by the City Controller,
then the authorization of the expenditure of such funds shall be void and of no effect.
Purpose of Request: Authorization of Proposed Lease with South Bend Redevelopment Authority
for issuance of Tax-Exempt Lease Rental Revenue Bonds, Series A, and Taxable Lease Rental
Revenue Bonds, Series B
Specifics: The proposed lease would initiate the process of issuance of a pair of TIF-funded bonds
to finance a number of Public Improvement Projects in the River West and River East TIF
Districts, including:
River East
•Lasalle Avenue Streetscape Improvements (between MLK and Eddy St)
•Phase I and Phase II of shared-use path to improve bicycle and pedestrian access
between downtown and Notre Dame
•Mishawaka Avenue Streetscape Improvements (Between Longfellow and
Emerson)
•Coquillard Park Splash Pad Upgrades
River West
•Kennedy Park Funding Match for state grant program to make significant
improvements to the park
•Portage-Elwood Sidewalk Project to improve pedestrian safety and activate
storefronts near Portage-Elwood intersection
•Martin Luther King Jr. Dream Center park Improvements, including splashpad,
playground, basketball courts
•Linden Avenue Streetscape Improvements (between College and Birdsell)
•Southeast Park improvements, including splashpad and playground resurfacing
_________________________Pres/V-Pres
ATTEST: __________________Secretary
Date: ____________________
APPROVED Not Approved
ITEM 5A1
P age | 2
•River Bridge Connector Pedestrian Bridge to connect trail systems across the St.
Joseph River
•Walker Field and Connection to Rum Village Improvements to enhance the
historic Walker Field pavilion and provide better pedestrian connection to Rum
Village
The Taxable Lease Rental Revenue Bond, Series B would fund the construction of two structured
parking garages and other site preparation work to support the Beacon Integrative Health and
Lifestyle District, which will support more than $350 million in private investment.
If approved, South Bend Common Council will hear resolution authorizing bond issuance.
RESOLUTION NO. 3565
A RESOLUTION OF THE SOUTH BEND
REDEVELOPMENT COMMISSION AUTHORIZING THE EXECUTION
OF A LEASE BETWEEN THE SOUTH BEND REDEVELOPMENT AUTHORITY AND
THE SOUTH BEND REDEVELOPMENT COMMISSION, AND ALL MATTERS
RELATED THERETO
WHEREAS, the South Bend Redevelopment Commission (the “Commission”), the
governing body of the South Bend Department of Redevelopment and the Redevelopment District
of the City of South Bend, Indiana (the “District”), exists and operates under the provisions of
Indiana Code 36-7-14, as amended from time to time (the “Act”); and
WHEREAS, the Commission, pursuant to declaratory resolutions previously adopted by
the Commission and amended from time to time, the Commission has declared (i) a certain are a
of the City of South Bend (the “City”) known as the “River East Development Area” (the “River
East Area”) as a redevelopment area and an allocation area under the Act and approved a
redevelopment plan for the Area (ii) a certain area of the City of South Bend (the “City”) known
as the “River West Development Area” (the “River West Area”) as an economic development area
and an allocation area under the Act and approved an economic development plan for the Area;
and
WHEREAS, the Commission has given consideration to undertaking local public
improvement projects in the River West Area including all or any portion of the following: (i)
River Bridge Connector (plus Madison) to South Bend-Notre Dame Trail which consists of Phase
3 of the trail project (the “Trail Project”) to construct a pedestrian bridge to connect the trail from
the University of Notre Dame campus to the City’s downtown, and any related improvements; (ii)
Linden improvements which consists of streetscape improvements in coordination with the Martin
Luther King Jr. Dream Center, from College to Birdsell, including improvements for bikes and
pedestrians, and any related improvements; (iii) Kennedy Park improvements which consist of
natural and aquatic improvements to the existing park and any related improvements to increase
accessible recreation resources on the west side of the City; (iv) South East Park improvements
which consist of improvements to the park, including splashpad improvements and playground
resurfacing, and any related improvements; (v) Martin Luther King Jr. Dream Center
improvements which consist of exterior park redevelopment, including without limitation
splashpad, playground, basketball court, other related park amenity improvements, and any related
improvements; (vi) Rum Village Park Plan improvements which consist of enhancements to the
historic pavilion and the Park including exterior restoration and stabilization of the fieldstones,
broad arches, and courtyard, and any related improvements; and (vii) all projects related to any of
the projects described in clauses (i) through and including (vi) (clauses (i) through and including
(vii), collectively, the “River West Improvements”); and
WHEREAS, the Commission has given consideration to undertaking additional local
public improvements in the River West Area to support and provide incentives to foster the
development of the Beacon Integrated Health and Lifestyle District project, said project having
been awarded up to a $11,780,000 Regional Economic Acceleration and Development Initiative
grant by the South Bend-Elkhart Regional Development Authority, which local public
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improvements include, without limitation, site work, construction of up to two (2) public parking
garages and a skyway improvement, and any projects related to the foregoing (collectively, the
“Beacon District Improvements”); and
WHEREAS, the Commission has given consideration to undertaking local public
improvement projects in the River East Area including all or any portion of the following: (i)
LaSalle Streetscape which consists of a road diet with a focus on bike and pedestrian improvements
from Martin Luther King Boulevard to Eddy Street and any related improvements; (ii) Hill Street
Trail (South Bend Avenue to LaSalle Street) which consists of Phase 2 of the Trail Project to
construct a shared use path and any related improvements to improve bicycle and pedestrian
facilities between the University of Notre Dame campus and the City’s downtown; (iii) South Bend
Avenue (Hill Street to Notre Dame Avenue) and Hill Street Intersection which consists of Phase
1 of the Trail Project to construct a shared use path and any related improvements to improve
bicycle and pedestrian facilities between the University of Notre Dame campus and the City’s
downtown; (iv) Mishawaka Avenue Streetscape Improvements which consist of a road diet and
improved parking from Longfellow Street to Emerson Street, storm sewer separation, and any
related improvements; (v) Coquillard Splashpad which consists of upgrading the splashpad at
Coquillard Park to modern health, safety, and experiential standards, and any related
improvements; and (vi) all projects related to any of the projects described in clauses (i) through
and including (v) (clauses (i) through and including (vi), collectively (collectively, the “River East
Projects” and collectively with the River West Projects and the Beacon District Improvements, the
“Projects”); and
WHEREAS, the South Bend Redevelopment Authority (the “Authority”) has been
established pursuant to the applicable provisions of Indiana Code 36-7-14 as a separate body
corporate and politic, and as an instrumentality of the City to finance local public improvements
for lease to the Commission; and
WHEREAS, on December 8, 2022, the Commission at a duly advertised and noticed public
meeting, adopted its Resolution No. 3564 approving a proposed form of lease (the “Lease”) with
the Authority, as Lessor, for all or a portion of Portage Avenue in the City from its intersection
with Cleveland Road to its intersection with Angela Boulevard (the “Leased Premises”) in order
to provide increased redevelopment and economic development and job creation opportunities for
the residents of the City and the Commission scheduled a public hearing regarding the Lease to be
held on December 19, 2022, at 9:30 a.m. (local time), in Room 1308 of the County-City Building
located at 227 West Jefferson Boulevard, South Bend, Indiana, and published notice of such public
hearing on the Lease in accordance with applicable Indiana law; and
WHEREAS, on this date said public hearing has been held, and all interested parties have
been provided the opportunity to be heard at the hearing; and
WHEREAS, the Commission intends to pay rent to the Authority (the “Rental Payments”)
pursuant to the terms of the Lease, at a rate not to exceed Ten Million Five Hundred Thousand
Dollars ($10,500,000.00) per year, in semiannual installments, with a term no longer than Twenty
(20) years beginning on the date the Authority acquires an interest in the Leased Premises, and
ending on the day prior to a date not later than twenty (20) years after such date of acquisition by
the Authority; and
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WHEREAS, the Commission expects the Authority to consider the issuance of lease rental
revenue bonds in one (1) or more series for the purpose of (i) financing the cost of funding all or
any portion of the costs of the Projects and related expenses; (ii) funding a debt service reser ve
fund, if necessary in connection with the issuance of bonds to finance the costs of the Projects or
purchasing a surety bond to satisfy a reserve requirement; and (iii) pay costs incurred in connection
with the issuance of said bonds and which bonds will be payable from the Rental Payments; and
WHEREAS, the Commission seeks to authorize execution of the Lease and authorize the
publication, in accordance with Indiana Code. 36-7-14-25.2 and Indiana 6-1.1-20-5, of a Notice of
Execution and Approval of Lease;
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND
REDEVELOPMENT COMMISSION, AS FOLLOWS:
SECTION 1. The Commission hereby finds and determines that (i) the terms of the Lease
are based upon the value of the Leased Premises, and the Rental Payments to be paid by the
Commission, pursuant to the terms of the Lease, at a rate not to exceed Ten Million Five Hundred
Thousand Dollars ($10,500,000.00) per year, in semiannual installments, with a term no longer
than twenty (20) years beginning on the date the Authority acquires an interest in the Leased
Premises and ending on the day prior to a date not later than twenty (20) years (the “Term”) after
such date of acquisition by the Authority, are fair and reasonable, (ii) the use of the Leased
Premises throughout the term of the Lease will serve the public purpose of the City and is in the
best interests of its residents, and (iii) the execution and delivery of the Lease is needed.
SECTION 2. The President or Vice-President and the Secretary of this Commission are
hereby authorized and directed, on behalf of the City, and subject to obtaining approval from the
Common Council of the City (the “Common Council”), to execute, attest, and deliver the Lease in
substantially the form presented at this public meeting with such changes in form or substance as
the President or Vice-President of this Commission shall approve, such approval to be conclusively
evidenced by the execution thereof; provided that the Rental Payments and the Term shall not
exceed the amounts set forth in Section 1 hereof.
SECTION 3. The Secretary of the Commission is hereby directed to transmit to the
Common Council a copy of this Resolution and the Lease and to request the Common Council to
adopt a Resolution approving the Lease and its execution by the Commission and the Authority,
prior to the execution of the Lease.
SECTION 4. The Commission hereby authorizes the publication, in accordance with
Indiana Code 5-3-1 and 36-7-14-25.2, of the Notice of Execution and Approval of Lease, following
execution of the lease by the Commission.
SECTION 5. The President, Vice-President and Secretary of this Commission, and each
of them, is hereby authorized and directed to take all such further actions and to execu te all such
documents or instruments as are desirable to carry out the transactions contemplated by this
Resolution, in such forms as the President, Vice-President or Secretary executing the same shall
deem proper, such desirability to be conclusively evidenced by the execution thereof.
SECTION 6. This Resolution shall be in full force and effect from and after its adoption
4
by the Commission.
ADOPTED at a meeting of the South Bend Redevelopment Commission held on December
19, 2019, in Room 1308, County-City Building, 227 West Jefferson Boulevard, South Bend,
Indiana, 46601.
SOUTH BEND REDEVELOPMENT COMMISSION
By:
Marcia I. Jones, President
ATTEST:
Troy Warner, Secretary
DMS 24515743v1
Redevelopment Commission Agenda Item
DATE: December 19, 2022
FROM: Kara Boyles/Charlotte Brach
SUBJECT: South Main Street Budget Request
Funding Source* (circle one) River West; River East; South Side; Douglas Road; West Washington; RDC General
*Funds are subject to the City Controller's determination of availability; if funds are unavailable, as solely determined by the City Controller,
then the authorization of the expenditure of such funds shall be void and of no effect.
Purpose of Request:
This is a budget request for $100k to award the construction contract for Main Street
Improvements between Dean and Sherwood. This project will reconfigure the parking lane and
add bumpouts to better protect parked cars. It will also realign the travel lane to eliminate the
jog. The original budget request for this project was $300k, and bids came in over budget. The
additional $100k will allow for the construction contract to be awarded and the project to be
completed.
INTERNAL USE ONLY: Project ID: PROJ 216 ;
Total Amount – New Project Budget Appropriation $________;
Total Amount – Existing Project Budget Change (increase or decrease) $________;
Funding Limits: Engineering: $_____________________; Other Prof Serv Amt $_______________;
Acquisition of Land/Bldg (circle one) Amt: $___________; Street Const Amt $________________;
Building Imp Amt $_________; Sewers Amt $_________; Other (specify) Amt $ ________________
_________________________Pres/V-Pres
ATTEST: __________________Secretary
Date: ____________________
APPROVED Not Approved
SOUTH BEND REDEVELOPMENT COMMISSION
ITEM 5B1