HomeMy WebLinkAboutBill No. 23-01 Tax Abatement properties 2652 Jaclyn Ct, SB, IN 3161 Young Ct, SB, IN Ir r ffice
City of South Bend F7; AVra
Petition for Incentives ,F.!S�irLl•a ,4►NES
Petition must include a$250 filing fee payable to the City Clerk's Office or online via the City's website at CITY C.t.• �r.'�`�>'� , H BEND,IN
http://southbendin.gov/government/content/tax-abatement before processing can be complete
General Information Project Name Project Number
Legal name as registered with Secretary of The Robert Henry Corporation
State
Business structure S Corp
Company website www.roberthenrycorp.com
Proposed Project Information
Proposed project address 3161 Youngs Ct Parent company name The Robert Henry Corporation
City,State,Zip South Bend, IN 46614 Legal owner BMac LLC
Site acreage or acreage required 2 acres Is the real estate owned or Owned
leased
Square feet of facility 10,000 If leased by whom The Robert Henry Corporation
Primary Contact Information
Primary company contact name Brian Henry Title President
Address of company contact 404 South Frances St Phone 574-993-3340
City,State,Zip South Bend, IN 46624 Email bhenry@roberthenrycorp.com
Senior Official Information
Company senior official name Brian Henry Title President
Address of company contact(if different from 404 South Frances St Phone 574-993-3340
above)
City,State,Zip South Bend, IN 46624 Email bhenry@roberthenrycorp.com
Consultant Information/Agent
Hired business consultant/agent name ' Peter Agostino Consultant release(Y/N)
Address 131 South Taylor Street Local economic development partners
approval(Y/N
City,State,zip South Bend, IN 46601 Email j agostino@aaklaw.com
Project Overview
Brief description of your
company,project,and why the The Robert Henry Corporation has been a part of the South Bend
property is necessary for community since 1974 and prides itself on providing high paying local
economic growth union jobs, by delivering building and utility construction services to the
greater Michiana area. We have reached capacity at our current
location and facilities, but not maxed out the potential of our combined
effort. The nations infrastructure is in great need of repair and
upgrading, and this project will allow us the space needed to grow our
company with the need of the industry.
Certified Technology Park appropriate No
Is the project in a Tax Incremental Financing
No
(TIF area? If so,which?
Certify that the Building Permit has not been y
Number of residential units created by 0
issued IY/Nl oroiect
If this is a petition for personal property tax abatement,has
No
the equipment been installed
Investment Details
Public Infrastructure needs(Off- Has any 504 funding been What is the value of any equipment being purchased in What is the value of any equipment being
site of project in dollars) received? Indiana for the project? purchased from out of state for the project?
0 No Unknown Unknown
New Project Investments
Calendar Year 2022 2023 2024 2025 2026 2027 2028 2029
Land Acquisition $260,000.00
Building Lease Payments
Building Purchase Costs
New Building Construction $1,750,000.00
Existing Building Improvements
New Machinery&Equipment $250,000.00
Special Tooling/Retooling $100,000.00
New Furniture/Fixtures $20,000.00
New Computer/IT Hardware $5,000.00
New Software $10,000.00
On-site Rail Infrastructure
On-site Fiber Infrastructure
TOTAL $260,000.00 $2,000,000.00 $135,000.00 $0.00 $0.00 $0.00 $0.00 $0.00
Full-Time Permanent Indiana-Resident Positions by Calendar Year
Calendar Year Jobs retained Total hourly Cumulative 7t of net NEW full time Hourly average wage,w/o Total training Total S to be
wage w/o permanent jobs created at project benefits or bonuses,of expenditure- trained-not
fringe or cumulative net new jobs not cumulative
bonuses cumulative
2022 6 35.17 - 35.17 15,000 6
2023 - 35.17 15,000 6
2024 1 36.23 15,000 7
202s - 37.31 15,000 7
2026 - 38.43
2027 1 39.58
2028 - 40.77
2029 - 41.99
2030 1 43.26
2031 - 44.55
2032 - 45.89
2033 1 47.27
Provide hourly wage information for new employees in the following positions.
Full time Part time
Laborers 25.73
Technical 58.37
Managerial 54.94
Administrative 23.64
Who will be the individual responsible for coordinating with
WorkOne on recruiting?
Does your company have an EEO hiring policy? Yes Are you an EEO employer? Yes
Please list the number of full time and part time minority and/or female employees for each of Please describe your commitment to
the last three years: diversity and inclusion by detailing your
outreach and recruitment efforts for the last
Year 2021 2020 2019 three years as well as current policies.
Full Time Part Time Full Time Part Time Full Time Part Time
Black 5 6 7
We are a union contractor
Hispanic 1 1 1
associated with unions
Asian that are themselves EEO
Indian and rely on them to
Female 4 4 4 provide us with a skilled
Other and diverse labor force
Complete below for Real or Personal Property Tax Abatement only.
Please sign for all requested incentives.
Public Benefit Item:
Information is required on both the construction companies and the
companies which will provide materials purchased for this project.
Please complete the table below with the appropriate information. If Qualify Earned Points Available Points
(Yes or No)
you qualify for the points,please enter the full amount of available
points.
1 Construction Related(Contractors):
A. Employ Local Companies(75%) Yes 20 20
B. Purchase Materials from Local Companies(75%) Yes 20 20
C. Require Employees vs.Independent Contractors Yes 19 19
D. Require Prevailing Wage(Davis Bacon) Yes 22 22
E. Require Health Benefits Yes 22 22
F. Require Pension Benefits Yes 18 18
G. Maintain Affirmative Action Plan Yes 20 20
Sub-total Construction Related: 141 141
2 Wage&Benefit Related(Owner):
A. Pay Target Wage Levels Yes 33 33
B. Provide Health Benefits Yes 34 34
C. Provide Pension Benefits Yes 29 29
D. Provide Training Yes 28 28
E. Provide Child Care No 15
F. ,Provide Transportation Assistance No 14
G. Provide Employer Assisted Housing program No 9
Sub-total Wage&Benefit Related: 124 162
3 Workforce Related:
A. Create New Jobs Yes 42 42
B. Retain Existing Jobs Yes 41 41
C. Maintain Affirmative Action Plan Yes 35 35
D. Provide Targeted Hiring Preference Yes 34 34
Sub-total Workforce Related: 152 152
4 Support a Municipal Facility:
Support a SB Municipal Facility(donations to the
A. No
zoo,conservatory,museum,etc.) 84
Name of Facility
Sub-total Municipal Facility: 0 84
Sub-total from Above: 417 539
The undersigned owner(s)of real property,located within the City of South Bend,herby petition the Common Council of the City
of South Bend for a real and/or personal property tax abatement consideration and pursuant to I.C.,6-1.1-12.1-1,et seq.,and
South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above.
Submitted By: g""C / Date: 1 - I --to 23
For Staff Use Only Below This Line
What is the current assessed value? Real Property: Personal Property:
What is the projected assessed value? Real Property: Personal Property:
What is the tax key number for this project?
What is the six digit NAICS code?
Please attach a Google map and street view of the location.
Please list the amount of real and personal property taxes Real Property Taxes: Personal Property Taxes:
paid for the last five years when applicable.
Year One
Year Two
Year Three
Year Four
Year Five
Please fill out the following Public Benefit Summary Information and add to total from above.
fY or N) Points Points
Public Benefit Item:
Project Related:
5 A. Redevelop a Site that has Special Needs 49
B. Develop Based on Local University Research 35
C. Achieve a Physical Element of a Plan 36
Sub-total Project Related: 120
6 Super Size Projects(point values are cumulative):
A. 100%to 199% 25
B. 200%to 299% 68
C. 300%to 399% 65
D. 400%and Over 52
Sub-total Super Size Projects: 210
7 Pay for Municipal Infrastructure:
A. Pay for Oversizing or Upgrading 14
B. Pay for 26-50%of Extension Cost 26
C. Pay for 51-75%of Extension Cost 39
D. Pay for 76-100%of Extension Cost 52
Sub-total Infrastructure Related: 131
Total from Applicant Section: 539
Total from Staff Section: 461
Total Public Benefit Points: 1000
"4 STATEMENT OF BENEFITS I 20__PAY 20
e t
:l REAL ESTATE IMPROVEMENTS
- State Form 51767(R6/10-14) FORM SB-1 I Real Property
�� ` d. Prescribed by the Department of Local Government Finance
PRIVACY NOTICE
This statement is being completed for real property that qualifies under the following Indiana Code(check one box): Any information concerning the cost
Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4)
of id to individual
and specific salaries
ties
❑ P P paid individual employees by the
❑Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per
IC 6-1.1-12.1-5.1.
INSTRUCTIONS:
1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires
information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise,this statement must be
submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction.
2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of
the redevelopment or rehabilitation for which the person desires to claim a deduction.
3. To obtain a deduction, a Form 322/RE must be filed with the County Auditor before May 10 in the year in which the addition to assessed valuation is
made or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. A property owner who
failed to file a deduction application within the prescribed deadline may file an application between March 1 and May 10 of a subsequent year
4. A property owner who files for the deduction must provide the County Auditor and designating body with a Form CF-1/Real Property. The Form CF-1/Real
Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction is applicable.
IC 6-1.1-12.1-5.1(b)
5. For a Form SB-1/Real Property that is approved after June 30, 2013, the designating body is required to establish an abatement schedule for each
deduction allowed, For a Form SB-1/Real Property that is approved prior to July 1, 2013, the abatement schedule approved by the designating body
remains in effect. IC 6-1.1-12.1-17
SECTION 1 TAXPAYER INFORMATION
Name of taxpayer
The Robert Henry Corporation
Address of taxpayer(number and street,city,state,and ZIP code)
404 South Frances St
Name of contact person Telephone number E-mail address
( ) 574-232-2091 bhenry@roberthenrycorp.cod
SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT
Name of designating body Resolution number
City of South Bend Common Council
Location of property DLGF taxing district number
3161 Youngs Ct!County
St Joseph
Description of real property improvements,redevelopment,or rehabilitation(use additional sheets if necessary) Estimated start date(month,day,year)
July 10, 2023
We plan to build a larger mechanic shop as our current location has been a limiting factor Estimated completion date(month,day,year)
December 29, 2023
SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT
Current number Salaries Number retained Salaries Number additional Salaries
210 37.597,094 210 37,597,094 4 716135
SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT
REAL ESTATE IMPROVEMENTS
COST 1 ASSESSED VALUE
1 Current values 1260,000 1260,000
Plus estimated values of proposed project 12,000,000 12,000,000
1 Less values of any property being replaced 10 10
Net estimated values upon completion of project 2 260 000 2,260,000
SECTION 5 WASTE CONVERTED AND OTHEF BENEFITS PROMISED BY THE TAXPAYER
Estimated solid waste converted(pounds) Estimated hazardous waste converted(pounds)
Other benefits
{
SECTION 6 TAXPAYER CERTIFICATION
I hereby certify that the representations in this statement are true.
Signature of authorized representativeLi'`,7Date signed(month,day,year)
(rE$Rte A R`c X23
Printed name of authorized representative Title
Page 1 of 2
I
1
FOR USE OF THE DESIGNATING BODY
We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed
under IC 6-1.1-12.1,provides for the following limitations:
A. The designated area has been limited to a period of time not to exceed calendar years*(see below). The date this designation
expires is
B. The type of deduction that is allowed in the designated area is limited to:
1.Redevelopment or rehabilitation of real estate improvements ❑Yes ❑No
2.Residentially distressed areas 0 Yes ❑No
C. The amount of the deduction applicable is limited to$
D. Other limitations or conditions(specify)
E. Number of years allowed: 0 Year 1 D Year 2 ❑Year 3 ❑Year 4 ❑ Year 5 (*see below)
❑Year 6 ❑ Year 7 ❑ Year 8 ❑Year 9 0 Year 10
F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17?
❑Yes ❑ No
If yes,attach a copy of the abatement schedule to this form.
If no,the designating body is required to establish an abatement schedule before the deduction can be determined.
We have also reviewed the Information contained in the statement of benefits and find that the estimates and expectations are reasonable and have
determined that the totality of benefits is sufficient to justify the deduction described above.
Approved(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year)
Printed name of authorized member of designating body Name of designating body
Attested by(signature and title of attester) Printed name of attester
If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a
taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17.
A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1,2013,the deductions established in IC
6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. For a Form SB-1/Real Property that is approved after June 30,
2013,the designating body is required to establish an abatement schedule for each deduction allowed. The deduction period may not exceed ten
(10)years. (See IC 6-1.1-12.1-17 below.)
B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1,2013,the abatement
schedule approved by the designating body remains In effect.For a Form SB-1/Real Property that is approved after June 30,2013,the designating
body Is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.)
IC 6-1.1-12.1-17
Abatement schedules
Sec. 17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under
section 4 or 4.5 of this chapter an abatement schedule based on the following factors:
(1) The total amount of the taxpayer's investment in real and personal property.
(2) The number of new full-time equivalent jobs created.
(3) The average wage of the new employees compared to the state minimum wage.
(4) The infrastructure requirements for the taxpayer's investment.
(b) This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule
for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of
the deduction. An abatement schedule may not exceed ten(10)years.
(c) An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under
the terms of the resolution approving the taxpayer's statement of benefits.
Page 2 of 2
„ '►q, STATEMENT OF BENEFITS
FORM SB-1 /PP
PERSONAL PROPERTY
State Form 51764(R4/11-15)
Prescribed by the Department of Local Government Finance PRIVACY NOTICE
Any information concerning the cost
of the property end specific salaries paid
to individual employees by the property
owner is confidential per IC 6-1.1-12.1-5.1.
INSTRUCTIONS
y, This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires
information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise this statement must be
submitted to the designating body BEFORE a person installs the new manufacturing equipment and/or research and development equipment, and/or
logistical distribution equipment and/or information technology equipment for which the person wishes to claim a deduction.
2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the installation
of qualifying abatable equipment for which the person desires to claim a deduction.
3. To obtain a deduction, a person must file a certified deduction schedule with the person's personal property return on a certified deduction schedule
(Form 103-ERA)with the township assessor of the township where the property is situated or with the county assessor if there is no township assessor
for the township. The 103-ERA must be filed between January 1 and May 15 of the assessment year in which new manufacturing equipment
and/or research and development equipment and/or logistical distribution equipment and/or information technology equipment is installed and fully
functional,unless a filing extension has been obtained. A person who obtains a filing extension must file the form between January 1 and the extended
due date of that year.
4. Property owners whose Statement of Benefits was approved,must submit Form CF-1/PP annually to show compliance with the Statement of Benefits.
(IC 6-1.1-12.1-5.6)
5. For a Form SB-1/PP that is approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed.
For a Form SB-1/PP that is approved prior to July 1,2013,the abatement schedule approved by the designating body remains in effect. (IC 6-1.1-12.1-17)
SECTION 1 TAXPAYER INFORMATION it
Name of taxpayer Name of contact person
The Robert Henry Corporation Brian Henry
Address of taxpayer(number and street,city,state,and ZIP code) Telephone number
404 South Frances Street, South Bend, 46624 (574 ) 232-2091
SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT
Name of designating body Resolution number(s)
Location of property County DLGF taxing district number
3161 Youngs Ct St Joseph
Description of manufacturing equipment and/or research and development equipment ESTIMATED
and/or logistical distribution equipment and/or information technology equipment. START DATE COMPLETION DATE
(Use additional sheets if necessary.)
Manufacturing Equipment
R&D Equipment
Logist Dist Equipment
IT Equipment
SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT
Current number Salaries Number retained Salaries Number additional Salaries
SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT
NOTE:Pursuant to IC 6-1.1 12.1-5.1 (d)(2)the MANUFACTURING R&D EQUIPMENT LOGIST DIST IT EQUIPMENT
EQUIPMENT EQUIPMENT
COST of the property is confidential. COST ASSESSED COST ASSESSED COST ASSESSED COST ASSESSED
VALUE VALUE VALUE VALUE
Current values
Plus estimated values of proposed project
Less values of any property being replaced
Net estimated values upon completion of project
SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER
Estimated solid waste converted(pounds) Estimated hazardous waste converted(pounds)
Other benefits:
SECTION 6 TAXPAYER CERTIFICATION
I hereby certify that the representations in this statement are true.
Signature of authorized representative Date signed(month,day,year)
February 1, 2023
Printed name of authorized representative Title
Brian Henry President
Page 1 of 2
•
FOR USE OF THE DESIGNATING BODY
We have reviewed our prior actions relating to the designation of this economic revitalization area and find that the applicant meets the general standards
adopted in the resolution previously approved by this body. Said resolution, passed under IC 6-1.1-12.1-2.5, provides for the following limitations as
authorized under IC 6-1.1-12.1-2.
A. The designated area has been limited to a period of time not to exceed calendar years*(see below). The date this designation expires
is . NOTE:This question addresses whether the resolution contains an expiration date for the designated area.
B. The type of deduction that is allowed in the designated area is limited to:
1 . Installation of new manufacturing equipment; ❑Yes ❑ N o ❑ Enhanced Abatement per IC 6-1.1-12.1-18
2. Installation of new research and development equipment; ❑Yes ❑ N o Check box if an enhanced abatement was
3. Installation of new logistical distribution equipment. 0 Yes ❑ N o
approved for one or more of these types.
4. Installation of new information technology equipment; ❑Yes ❑ No
C.The amount of deduction applicable to new manufacturing equipment is limited to$ cost with an assessed value of
$ . (One or both lines may be filled out to establish a limit,if desired.)
D.The amount of deduction applicable to new research and development equipment is limited to$ cost with an assessed value of
$ . (One or both lines may be filled out to establish a limit,if desired.)
E. The amount of deduction applicable to new logistical distribution equipment is limited to$ cost with an assessed value of
$ . (One or both lines may be filled out to establish a limit,if desired.)
F. The amount of deduction applicable to new information technology equipment Is limited to$ cost with an assessed value of
$ . (One or both lines maybe filled out to establish a limit,if desired.)
G. Other limitations or conditions(specify)
H. The deduction for new manufacturing equipment and/or new research and development equipment and/or new logistical distribution equipment and/or
new information technology equipment Installed and first claimed eligible for deduction is allowed for:
0 Year 1 ❑ Year 2 0 Year 3 ❑ Year 4 ❑ Year 5 0 Enhanced Abatement per IC 6-1.1-12.1-18
Number of years approved:
0 Year 6 ❑ Year 7 ❑ Year 8 ❑ Year 9 ❑ Year 10 (Enter one to twenty(1-20)years;may not
exceed twenty(20)years.)
I. For a Statement of Benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? ❑Yes ❑No
If yes,attach a copy of the abatement schedule to this form.
If no,the designating body is required to establish an abatement schedule before the deduction can be determined.
Also we have reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have
determined that the totality of benefits is sufficient to justify the deduction described above.
Approved by:(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year)
Printed name of authorized member of designating body Name of designating body
Attested by:(signature and title of attester) Printed name of attester
*If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a
taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17.
IC 6-1.1-12.1-17
Abatement schedules
Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5
of this chapter an abatement schedule based on the following factors:
(1)The total amount of the taxpayer's investment in real and personal property.
(2)The number of new full-time equivalent jobs created.
(3)The average wage of the new employees compared to the state minimum wage.
(4)The infrastructure requirements for the taxpayer's Investment.
(b)This subsection applies to a statement of benefits approved after June 30,2013.A designating body shall establish an abatement schedule for each deduction
allowed under this chapter.An abatement schedule must specify the percentage amount of the deduction for each year of ction. An abatement schedule may
not exceed ten(10)years.
(c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement s edule ekpires under the terms
resolution approving the taxpayer's statement of benefits.
FEB 0 1 2023
DAWN M.JONES
Page 2 of 2 CITY CLERK. SOUTH BEND, IN
'17;! ffie
i art i3 �
City of South Bend If �`'
•
Petition for Incentives
�6�A 'ON'ES
Petition must include a$250 filing fee payable to the City Clerk's Office or online via the City's website at
CITY •, ;:el" TH BEND, IN
1865
http://southbendin.gov/government/content/tax-abatement before processing can be complete
General Information Project Name Project Number
Legal name as registered with Secretary of The Robert Henry Corporation
State
Business structure S Corp
Company website www.roberthenrycorp.com
Proposed Project Information
Proposed project address 2652 Jaclyn Ct Parent company name The Robert Henry Corporation
City,State,Zip South Bend, IN 46614 Legal owner BMac LLC
Site acreage or acreage required 5 acres Is the real estate owned or
leased
Square feet of facility 7200 + 6000 If leased by whom The Robert Henry Corporation
Primary Contact Information
Primary company contact name Brian Henry Title President
Address of company contact 404 South Frances St Phone 574-993-3340
City,State,Zip South Bend, IN 46624 Email bhenry@roberthenrycorp.com
Senior Official Information
Company senior official name Brian Henry Title President
Address of company contact(if different from 404 South Frances St Phone 574-993-3340
above)
City,State,Zip South Bend, IN 46624 Email bhenry@roberthenrycorp.com
Consultant Information/Agent
Hired business consultant/agent name Peter Agostino Consultant release(Y/N)
Address 131 South Taylor Street Local economic development partners
approval(Y/N
City,State,Zip SouthBend, IN 46601 Email i agostino@aaklaw.com
Project Overview
Brief description of your
company,project,and why the The Robert Henry Corporation has been a part of the South Bend
property is necessary for community since 1974 and prides itself onprovidinghigh paying local
economic growth union jobs, by delivering building and utility construction services to the
greater Michiana area. We have reached capacity at our current
location and facilities, but not maxed out the potential of our combined
effort. The nations infrastructure is in great need of repair and
upgrading, and this project will allow us the space needed to grow our
company with the need of the industry.
Certified Technology Park appropriate No
Is the project in a Tax Incremental Financing
No
(TIF I area? If so.which?
Certify that the Building Permit has not been Y Number of residential units created by 0
issued(Y/N) oroiect
If this is a petition for personal property tax abatement,has
No
the equipment been installed
Investment Details
Public Infrastructure needs(Off- Has any 504 funding been What is the value of any equipment being purchased in What is the value of any equipment being
site of project in dollars) received? Indiana for the project? purchased from out of state for the project?
0 No Unknown Unknown
New Project Investments
Calendar Year 2022 2023 2024 2025 2026 2027 2028 2029
Land Acquisition
Building Lease Payments
Building Purchase Costs
New Building Construction $2,000,000.00 $2,000,000.00
Existing Building Improvements
New Machinery&Equipment
Special Tooling/Retooling
New Furniture/Fixtures $150,000.00
New Computer/IT Hardware $50,000.00
New Software
On-site Rail Infrastructure
On-site Fiber Infrastructure
TOTAL $0.00 S 2,000,000.00 S 2,200,000.00 $0.00 $0.00 $0.00 $0.00 $0.00
Full-Time Permanent Indiana-Resident Positions by Calendar Year
Calendar Year Jobs retained Total hourly Cumulative#of net NEW full time Hourly average wage,w/o Total training Total#to be
wage w/o permanent jobs created at project benefits or bonuses,of expenditure- trained-not
fringe or cumulative net new jobs not cumulative
bonuses cumulative
2022 210 50.34 50.34 $260,000 210
2023 5 50.34 266,000 214
2024 5 51.85 272,000 219
2025 5 53.41 278,000 224
2026 5 55.01
2027 5 56.66
2028 5 58.36
2029 5 60.11
2030 5 61.91
2031 5 63.77
2032 5 65.68
2033 5 67.65
Provide hourly wage information for new employees in the following positions.
Full time Part time
Laborers 25.73
Technical 58.37
Managerial 54.94
Administrative 23.64
Who will be the individual responsible for coordinating with
WorkOne on recruiting?
Does your company have an EEO hiring policy? Yes Are you an EEO employer? Yes
Please list the number of full time and part time minority and/or female employees for each of Please describe your commitment to
the last three years: diversity and inclusion by detailing your
outreach and recruitment efforts for the last
Year 2021 2020 2019 three years as well as current policies.
Full Time Part Time Full Time Part Time Full Time Part Time
Black 5 6 7
We are a union contractor
Hispanic 1 1 1
associated with unions
Asian that are themselves EEO
Indian and rely on them to
Female 4 4 4 provide us with a skilled
Other and diverse labor force
Complete below for Real or Personal Property Tax Abatement only.
Please sign for all requested incentives.
Public Benefit Item:
Information is required on both the construction companies and the
companies which will provide materials purchased for this project.
Please complete the table below with the appropriate information. If Qualify Earned Points Available Points
(Yes or No)
you qualify for the points,please enter the full amount of available
points.
1 Construction Related(Contractors):
A. Employ Local Companies(75%) Yes 20 20
B. Purchase Materials from Local Companies(75%) Yes 20 20
C. Require Employees vs.Independent Contractors Yes 19 19
D. Require Prevailing Wage(Davis Bacon) Yes 22 22
E. Require Health Benefits Yes 22 22
F. Require Pension Benefits Yes 18 18
G. Maintain Affirmative Action Plan Yes 20 20
Sub-total Construction Related: 141 141
2 Wage&Benefit Related(Owner):
A. Pay Target Wage Levels Yes 33 33
B. Provide Health Benefits Yes 34 34
C. Provide Pension Benefits Yes 29 29
D. Provide Training Yes 28 28
E. Provide Child Care No 15
F. Provide Transportation Assistance No 14
G. Provide Employer Assisted Housing program No 9
Sub-total Wage&Benefit Related: 124 162
3 Workforce Related:
A. Create New Jobs Yes 42 42
B. Retain Existing Jobs Yes 41 41
C. Maintain Affirmative Action Plan Yes 35 35
D. Provide Targeted Hiring Preference Yes 34 34
Sub-total Workforce Related: 152 152
4 Support a Municipal Facility:
Support a SB Municipal Facility(donations to the 1�I
A. zoo,conservatory,museum,etc.) I V o 84
Name of Facility
Sub-total Municipal Facility: 0 84
Sub-total from Above: 417 539
The undersigned owner(s)of real property,located within the City of South Bend,herby petition the Common Council of the City
of South Bend for a real and/or personal property tax abatement consideration and pursuant to I.C.,6-1.1-12.1-1,et seq.,and
South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above.
Submitted By: it,----17/ l Date: 2- I — LO 23
For Staff Use Only Below This Line
What is the current assessed value? Real Property: Personal Property:
What is the projected assessed value? Real Property: Personal Property:
What is the tax key number for this project?
What is the six digit NAICS code?
Please attach a Google map and street view of the location.
Please list the amount of real and personal property taxes Real Property Taxes: Personal Property Taxes:
paid for the last five years when applicable.
Year One
Year Two
Year Three
Year Four
Year Five
Please fill out the following Public Benefit Summary Information and add to total from above.
(Y or NI Points Points
Public Benefit Item:
Project Related:
5 A. Redevelop a Site that has Special Needs 49
B. Develop Based on Local University Research 35
C. Achieve a Physical Element of a Plan 36
Sub-total Project Related: 120
6 Super Size Projects(point values are cumulative):
A. 100%to 199% 25
B. 200%to 299% 68
C. 300%to 399% 65
D. 400%and Over 52
Sub-total Super Size Projects: 210
7 Pay for Municipal Infrastructure:
A. Pay for Oversizing or Upgrading 14
B. Pay for 26-50%of Extension Cost 26
C. Pay for 51-75%of Extension Cost 39
D. Pay for 76-100%of Extension Cost 52
Sub-total Infrastructure Related: 131
Total from Applicant Section: 539
Total from Staff Section: 461
Total Public Benefit Points: 1000
„0-Z-?!.. STATEMENT OF BENEFITS 20_PAY 20_ i
f. .-"�-b REAL ESTATE IMPROVEMENTS
. State Form 51767(R6/10-14) FORM SB-1 I Real Property
i le Prescribed by the Department of Local Government Finance
PRIVACY NOTICE
This statement is being completed for real property that qualifies under the following Indiana Code(check one box): ' Any information concerning the cost
Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of the property and specific salaries
0 P P paid to individual employees by the
['Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per
IC 6-1,1-12.1-5.1.
INSTRUCTIONS:
1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires
information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise,this statement must be
submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction.
2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of
the redevelopment or rehabilitation for which the person desires to claim a deduction.
3. To obtain a deduction,a Form 322/RE must be filed with the County Auditor before May 10 in the year in which the addition to assessed valuation is
made or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. A property owner who
failed to file a deduction application within the prescribed deadline may file an application between March 1 and May 10 of a subsequent year.
4. A property owner who files for the deduction must provide the County Auditor and designating body with a Form CF-1/Real Property. The Form CF-1/Real
Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction is applicable.
IC 6-1.1-12.1-5.1(b)
5. For a Form SB-1/Real Property that is approved after June 30, 2013, the designating body is required to establish an abatement schedule for each
deduction allowed. For a Form SB-1/Real Property that is approved prior to July 1, 2013, the abatement schedule approved by the designating body ,
remains in effect. IC 6-1.1-12.1-17
SECTION 1 TAXPAYER INFORMATION
Name of taxpayer
The Robert Henry Corporation
Address of taxpayer(number and street,city,state,and ZIP code)
404 South Frances St
Name of contact person Telephone number E-mail address
B ‘ PtlJ kF N 11- 1 ( ) 574-232-2091 bhenry@roberthenrycorp.cc r
SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT
Name of designating body Resolution number
City of South Bend Common Council
Location of property 1 County DLGF taxing district number
2652 Jaclyn Ct St. Joseph
Description of real property improvements,redevelopment,or rehabilitation(use additional sheets if necessary) Estimated start date(month,day,year)
(September 4, 2023
We plan to build a larger office as our current location has been a limiting factor for growth Estimated completion date(month,day,year))
April 31, 2024
SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT •
Current number Salaries Number retained Salaries Number additional Salaries
210 37,597,094 210 37,597,094 50 8,951,689
SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT
REAL ESTATE IMPROVEMENTS
COST I ASSESSED VALUE
Current values 325,000 325,000
J Plus estimated values of proposed project4,000,000 4,000,000
Less values of any property being replaced 0
10
Net estimated values upon completion of oro eat 4 325 000 4,325,000
SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER
I
Estimated solid waste converted(pounds) Estimated hazardous waste converted(pounds) I
Other benefits
SECTION 6 TAXPAYER CERTIFICATION
I hereby certify that the representations in this statement are true.
Signature of authorized representative
4..._17/
- 7! IDate signed(month,day,year)
Fe-Ku 2`f I � Lo 23
Printed name of authorized representative I Title PR�s t,C�1vT
Z\k� N4 .S cZ.`f l 1
Page 1 of 2
FOR USE OF THE DESIGNATING BODY
We find that the applicant meets the general standards In the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed
under IC 6-1.1-12.1,provides for the following limitations:
A. The designated area has been limited to a period of time not to exceed calendar years*(see below). The date this designation
expires is
B. The type of deduction that is allowed in the designated area is limited to:
1.Redevelopment or rehabilitation of real estate improvements ❑Yes ❑No
2.Residentially distressed areas ❑Yes ❑No
C. The amount of the deduction applicable is limited to$
D. Other limitations or conditions(specify)
E. Number of years allowed: ❑Year 1 ❑Year 2 ❑ Year 3 ❑Year 4 D Year 5 (*see below)
❑Year 6 ❑Year 7 ❑ Year 8 0 Year 9 ❑ Year 10
F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17?
Yes ❑No
If yes,attach a copy of the abatement schedule to this form.
If no,the designating body is required to establish an abatement schedule before the deduction can be determined.
We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have
determined that the totality of benefits is sufficient to justify the deduction described above.
Approved(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year)
Printed name of authorized member of designating body Name of designating body
Attested by(signature and title of attester) Printed name of attester
*If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a
taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17.
A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1,2013,the deductions established in IC
6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. For a Form SB-1/Real Property that is approved after June 30,
2013,the designating body Is required to establish an abatement schedule for each deduction allowed. The deduction period may not exceed ten
(10)years. (See IC 6-1.1-12.1-17 below.)
B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1,2013,the abatement
schedule approved by the designating body remains in effect.For a Form SB-1/Real Property that is approved after June 30,2013,the designating
body is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.)
IC 6-1.1-12.1-17
Abatement schedules
Sec. 17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under
section 4 or 4.5 of this chapter an abatement schedule based on the following factors:
(1) The total amount of the taxpayer's investment in real and personal property.
(2) The number of new full-time equivalent Jobs created.
(3) The average wage of the new employees compared to the state minimum wage.
(4) The infrastructure requirements for the taxpayer's Investment.
(b) This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule
for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of
the deduction. An abatement schedule may not exceed ten(10)years.
(c) An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under
the terms of the resolution approving the taxpayer's statement of benefits.
Page 2 of 2
^;?. STATEMENT OF BENEFITS
4' '` PERSONAL PROPERTY FORM SB-1 /PP
State Form 51764(R4/11-15)
�� -�✓' Prescribed by the Department of Local Government Finance PRIVACY NOTICE
ie
Any information concerning the cost
of the property and specific salaries paid
to individual employees by the property
owner is confidential per IC 6-1.1-12.1-5.1.
INSTRUCTIONS
I, This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires
information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise this statement must be
submitted to the designating body BEFORE a person installs the new manufacturing equipment and/or research and development equipment,and/or
logistical distribution equipment and/or information technology equipment for which the person wishes to claim a deduction.
2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the installation
of qualifying abatable equipment for which the person desires to claim a deduction.
3. To obtain a deduction, a person must file a certified deduction schedule with the person's personal property return on a certified deduction schedule
(Form 103-ERA)with the township assessor of the township where the property is situated or with the county assessor if there is no township assessor
for the township. The 103-ERA must be filed between January 1 and May 15 of the assessment year in which new manufacturing equipment
and/or research and development equipment and/or logistical distribution equipment and/or information technology equipment is installed and fully
functional,unless a filing extension has been obtained. A person who obtains a filing extension must file the form between January 1 and the extended
due date of that year.
4. Property owners whose Statement of Benefits was approved,must submit Form CF-1/PP annually to show compliance with the Statement of Benefits.
(IC 6-1.1-12.1-5.6)
5. For a Form SB-1/PP that is approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed.
Fora Form SB-1/PP that is approved prior to July 1,2013,the abatement schedule approved by the designating body remains in effect. (IC 6-1.1-12.1-17)
SECTION 1 TAXPAYER INFORMATION
Name of taxpayer Name of contact person
The Robert Henry Corporation Brian Henry
Address of taxpayer(number and street,city,state,and ZIP code) Telephone number
404 South Frances Street, South Bend, IN 46624 (574 )232-2091
SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT
Name of designating body Resolution number(s)
Location of property County DLGF taxing district number
2652 Jaclyn Ct St. Joseph
Description of manufacturing equipment and/or research and development equipment ESTIMATED
and/or logistical distribution equipment and/or information technology equipment. START DATE COMPLETION DATE
(Use additional sheets if necessary.)
Manufacturing Equipment
R&D Equipment
Logist Dist Equipment
IT Equipment
SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT
Current number Salaries Number retained Salaries Number additional Salaries
SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT
NOTE:Pursuant to IC 6-1.1 12.1-5.1 (d)(2)the MANUFACTURING R&D EQUIPMENT LOGIST DIST IT EQUIPMENT
EQUIPMENT EQUIPMENT !!!1
COST of the property is confidential. COST ASSESSED COST ASSESSED COST ASSESSED COST ASSESSED
VALUE VALUE VALUE VALUE
Current values
Plus estimated values of proposed project
Less values of any property being replaced
Net estimated values upon completion of project
SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER
Estimated solid waste converted(pounds) Estimated hazardous waste converted(pounds)
Other benefits:
SECTION 6 TAXPAYER CERTIFICATION
I hereby certify that the representations in this statement are true.
Signature of authorized representative Qom) Date signed(month,day,year)
_fl' /t February 1, 2023
Printed name of authorized representative / Title
Brian Henry President
Page 1 of 2
FOR USE OF THE DESIGNATING BODY
We have reviewed our prior actions relating to the designation of this economic revitalization area and find that the applicant meets the general standards
adopted in the resolution previously approved by this body. Said resolution, passed under IC 6-1.1-12.1-2.5, provides for the following limitations as
authorized under IC 6-1.1-12.1-2.
A. The designated area has been limited to a period of time not to exceed calendar years*(see below). The date this designation expires
is . NOTE:This question addresses whether the resolution contains an expiration date for the designated area.
B. The type of deduction that is allowed in the designated area is limited to:
1 . Installation of new manufacturing equipment; 0 Yes 0 No 0 Enhanced Abatement per IC 6-1.1-12.1-18
2. Installation of new research and development equipment; 0 Yes 0 No Check box if an enhanced abatement was
3. Installation of new logistical distribution equipment. 0 Yes 0 No
approved for one or more of these types.
4. Installation of new information technology equipment; ❑Yes ❑ N o
C.The amount of deduction applicable to new manufacturing equipment is limited to$ cost with an assessed value of
$ . (One or both lines maybe filled out to establish a limit,if desired.)
D.The amount of deduction applicable to new research and development equipment Is limited to$ cost with an assessed value of
$ . (One or both lines may be filled out to establish a limit,if desired.)
E. The amount of deduction applicable to new logistical distribution equipment is limited to$ cost with an assessed value of
$ . (One or both lines may be filled out to establish a limit,if desired.)
F. The amount of deduction applicable to new information technology equipment Is limited to$ cost with an assessed value of
$ . (One or both lines maybe filled out to establish a limit,if desired.)
G. Other limitations or conditions(specify)
H. The deduction for new manufacturing equipment and/or new research and development equipment and/or new logistical distribution equipment and/or
new information technology equipment Installed and first claimed eligible for deduction is allowed for:
0 Year 1 ❑ Year 2 ❑ Year 3 ❑ Year 4 ❑ Year 5 1=1 Enhanced Abatement per IC 6-1.1-12.1-18
Number of years approved:
0 Year 6 ❑ Year 7 0 Year 8 ❑ Year 9 ❑ Year 10 (Enter one to twenty(1-20)years;may not
exceed twenty(20)years.)
I. For a Statement of Benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? ❑Yes ❑No
If yes,attach a copy of the abatement schedule to this form.
If no,the designating body is required to establish an abatement schedule before the deduction can be determined.
Also we have reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have
determined that the totality of benefits is sufficient to justify the deduction described above.
Approved by:(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year)
( )
Printed name of authorized member of designating body Name of designating body
Attested by:(signature and title of attester) Printed name of attester
*If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a
taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17.
IC 6-1.1-12.1-17
Abatement schedules
Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5
of this chapter an abatement schedule based on the following factors:
(1)The total amount of the taxpayer's investment in real and personal property.
(2)The number of new full-time equivalent jobs created.
(3)The average wage of the new employees compared to the state minimum wage.
(4)The infrastructure requirements for the taxpayer's investment.
(b)This subsection applies to a statement of benefits approved after June 30,2013.A designating body shall establish an abatement schedule for each deduction
allowed under this chapter.An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. An abatement schedule may
not exceed ten(10)years. _
(c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatemen schet#uIe expires under the terms oothe
resolution approving the taxpayer's statement of benefits. 1 c Q
FEB 0 1
� I
Page 2 of 2 DAWN M.JONES
CITY CLERK. SOUTH BEND,IN