Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
02-27-2023 South Bend Common Council Committee Notice & Agenda Packet
FO ''ark's Office BILL NO. 02-23 i JAN 1 7 sz.$ ORDINANCE NO. 10914-23CITY CLERK, R OUOp, IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 407, 409 AND 411 MARION ST. COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA STATEMENT OF PURPOSE AND INTENT Rezone a portion of the property to allow for retail development along Portage Ave and residential dwellings along Marion St. NOW,THEREFORE, BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. Ordinance No. 10689-19, which ordinance is commonly known as the Zoning Ordinance of the City of South Bend, Indiana, be and the same hereby amended in order that the zoning classification of the following described real estate in the City of South Bend, St. Joseph County, State of Indiana: THAT PART OF THE SOUTHEAST QUARTER OF SECTION 2, TOWNSHIP 37 NORTH, RANGE 2 EAST, CITY OF SOUTH BEND, PORTAGE TOWNSHIP, ST. JOSEPH COUNTY, INDIANA WHICH IS DESCRIBED AS: BEGINNING AT THE NORTHWEST CORNER OF A PARCEL OF GROUND SHOWN AS TAX KEY NUMBER 018-1020-084601 IN THE RECORDS OF THE ST. JOSEPH COUNTY, INDIANA ASSESSOR'S OFFICE; THENCE NORTHEASTERLY (ALL BEARINGS ASSUMED) ALONG THE NORTH LINE OF SAID PARCEL AND THE NORTH LINE OF A PARCEL SHOWN AS TAX KEY NUMBER 018-1020-0846 IN THE RECORDS OF SAID ASSESSOR, A DISTANCE OF 81.50 FT. MORE OR LESS; THENCE SOUTH ALONG THE EAST LINE OF SAID PARCEL WITH TAX KEY NUMBER 018- 1020-0846, A DISTANCE OF 56 FEET MORE OR LESS; THENCE WEST, A DISTANCE OF 78 FEET MORE OR LESS TO THE WEST LINE OF SAID PARCEL WITH TAX KEY NUMBER 018-1020-084601; THENCE NORTH ALONG THE WEST LINE OF SAID PARCEL, A DISTANCE OF 50 FEET MORE OR LESS TO THE POINT OF BEGINNING. CONTAINING 0.10 ACRES MORE OR LESS. SUBJECT TO ALL LEGAL HIGHWAYS,EASEMENTS AND RESTRICTIONS OF RECORD be and the same is hereby established as NC Neighborhood Center SECTION II. Ordinance No. 10689-19, which ordinance is commonly known as the Zoning Ordinance of the City of South Bend, Indiana, be and the same hereby amended in order that the zoning classification of the following described real estate in the City of South Bend, St. Joseph County, State of Indiana: THAT PART OF THE SOUTHEAST QUARTER OF SECTION 2,TOWNSHIP 37 NORTH, RANGE 2 EAST, CITY OF SOUTH BEND, PORTAGE TOWNSHIP, ST. JOSEPH COUNTY, INDIANA WHICH IS DESCRIBED AS: BEGINNING AT THE SOUTHEAST CORNER OF A PARCEL OF GROUND SHOWN AS TAX KEY NUMBER 018-1020-0847 IN THE RECORDS OF THE ST. JOSEPH COUNTY, INDIANA ASSESSOR'S OFFICE; THENCE WESTERLY (ALL BEARINGS ASSUMED) ALONG THE NORTH LINE OF MARION STREET, A DISTANCE OF 73 FT. MORE OR LESS; THENCE NORTH ALONG THE WEST LINE OF SAID PARCEL,A DISTANCE OF 86.50 FEET MORE OR LESS;THENCE EAST,A DISTANCE OF 71.50 FEET MORE OR LESS TO THE EAST LINE OF SAID PARCEL;THENCE SOUTH ALONG THE EAST LINE OF SAID PARCEL,A DISTANCE OF 87.39 FEET MORE OR LESS TO THE POINT OF BEGINNING. CONTAINING 0.14 ACRES MORE OR LESS. SUBJECT TO ALL LEGAL HIGHWAYS,EASEMENTS AND RESTRICTIONS OF RECORD. be and the same is hereby established as U3 Urban Neighborhood 3 SECTION III. This ordinance is and shall be subject to commitments as provided by Chapter 21-12.07(0(7) Commitments, if applicable. SECTION IV. This Ordinance shall be in full force and effect from and after its passage by the Common Council and approval by the mayor, and legal publication, and full execution of any conditions or Commitments placed upon the approval. Sharon L. McBride, Council President South Bend Common Council 2 - Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana on the day of 2023, at o'clock . m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m. James Mueller, Mayor City of South Bend, Indiana Filr,r ' rk's Cffice JAN 17 ::T 3 l__._.. 1 DAWN M.JONES CITY CLERK, SOUTH BEND,IN 3 - 0 o?LANco , County-City Building44 47 s City of South Bend 227 W.Jefferson Blvd. 14005 o PLAN COMMISSION Bend,B , IN 46601 235-7627 www.southbendin.gov/zoning F:NBuSHEo Filod ir, '-'??rk's Office January 17th, 2023 JAN 17 621 Honorable Committee Chair Hamann 4th Floor, County-City Building Di AWN M.JONES South Bend, IN 46601 CITY CLERK,SOUTH BEND,IN RE:407, 409, and 411 Marion St. — PC#0137-23 Dear Committee Chair Hamann: Enclosed is an Ordinance for the proposed Zone Map Amendment at the above referenced location. Please include the attached Ordinance on the Council agenda for first reading at your January 23rd, 2023, Council meeting, and set it for public hearing at your February 27th, 2023, Council meeting. The petition is tentatively scheduled for public hearing at the February 20th, South Bend Plan Commission meeting.The recommendation of the South Bend Plan Commission will be forwarded to the Office of the City Clerk by noon on the day following the public hearing. The petitioner provided the following to describe the proposed project: Rezone a portion of the property to allow for retail development along Portage Ave and residential dwellings along Marion St If you have any questions, please feel free to contact our office. Sincerely, Rachel Boyles Zoning Specialist CC: Bob Palmer Tim Corcoran Angela Smith Scott Ford Planning Director Zoning Administrator Commission President City of South Bend PLAN COMMISSION RECEIVED JAN 1 2 2023 Petition for Rezoning or Combined Public Hearing Property Information Tax Key Number:018-1020-0847, 018-1020-0846, 0-1 OIg -10Z-O 4Uoi Address:407, 409 & 411 W. Marion Street, South Bend, IN 46601 Owner: Dave A. Nufer LLC Legal Description: Parcel 1: From"U3"to"NC": That part of the Southeast Quarter of Section 2,Township 37 North, Range 2 East, City of South Bend, Portage Township, St. Joseph County, Indiana which is described as: Beginning at the Northwest corner of a Parcel of ground shown as Tax Key Number 018-1020-084601 in the records of the St.Joseph County, Indiana Assessor's Office; thence Northeasterly(all bearings assumed)along the North line of said Parcel and the North line of a Parcel shown as Tax Key Number 018-1020-0846 in the records of said Assessor, a distance of 81.50 ft. more or© Project Summary The rezoning request is to zone a portion of of the properties to "U3"from "NC" and from "NC" to "U3" to allow for a retail development along Portage Ave. and Residential homes along Marion Street. Requested Action Application includes (check all that apply) Rezoning Current District: U3 Urban Neighborhood 3 NC Neighborhood Center Proposed District NC Neighborhood Center P4G-Neighborhood-3enter-( r L() The Plan Commission and Council will consider the following in the review of a rezoning pe do mc" 1) The comprehensive Plan; 2) Current conditions and the character of the current structures and uses in each district; 3) The most desirable use for which the land in each district is adapted; 4) The conservation of property values throughout the jurisdiction;and 5) Responsible development and growth. Subdivision - complete and attach subdivision application Special Exception -complete and attach Criteria for Decision Making Use requested: Variance(s) - List variances below, complete and attach Criteria for Decision Making Variance(s) requested: Required Documents ECompleted Application (including Contact Information) Site Plan drawn to scale P A 1 Filing Fee Additional documents as noted above JAN 1 `r), 2(I8 Per Contact information Property owner(s) of the petition site: Name: Dave A. Nufer LLC Address: 2409 Mishawaka Avenue, South Bend IN. 46615 Name: Address: Name: Address: _ Contact Person: Name: Michael Danch - Danch, Harner&Associates, Inc. Address: 1643 Commerce Drive, South Bend, IN 46628 Phone Number: 574-234-4003. mdanch@danchharner.com, gshearon@ danchharner.com E-mail: By signing this petition, the Petitioner/Property Owners of the above described Real Estate acknowledge they are responsible for understanding and complying with the South Bend Zoning Ordinance and any other ordinance governing the property. Failure of staff to notify the petitioner of a requirement does not imply approval or waiver from anything contained within the ordinance. The undersigned authorizes the contact person listed above to represent this petition before the South Bend Plan Commission and Common Council and to answer any and all questions related to this, etition. Propert caner (s) 5ignat e : Rezoning Legal Descriptions: Parcel 1: From"U3"to"NC": That part of the Southeast Quarter of Section 2, Township 37 North, Range 2 East, City of South Bend, Portage Township,St.Joseph County, Indiana which is described as: Beginning at the Northwest corner of a Parcel of ground shown as Tax Key Number 018-1020-084601 in the records of the St.Joseph County, Indiana Assessor's Office;thence Northeasterly(all bearings assumed)along the North line of said Parcel and the North line of a Parcel shown as Tax Key Number 018-1020-0846 in the records of said Assessor, a distance of 81.50 ft. more or less;thence South along the East line of said Parcel with Tax Key Number 018-1020-0846, a distance of 56 feet more or less;thence West,a distance of 78 feet more or less to the West line of said Parcel with Tax Key Number 018-1020-084601;thence North along the West line of said Parcel, a distance of 50 feet more or less to the point of beginning. Containing 0.10 acres more or less. Subject to all legal highways, easements and restrictions of record Parcel 2: From "NC"to "U3": That part of the Southeast Quarter of Section 2, Township 37 North, Range 2 East, City of South Bend, Portage Township,St.Joseph County, Indiana which is described as: Beginning at the Southeast corner of a Parcel of ground shown as Tax Key Number 018-1020-0847 in the records of the St. Joseph County, Indiana Assessor's Office;thence Westerly(all bearings assumed)along the North line of Marion Street,a distance of 73 ft. more or less; thence North along the West line of said Parcel, a distance of 86.50 feet more or less; thence East, a distance of 71.50 feet more or less to the East line of said Parcel; thence South along the East line of said Parcel, a distance of 87.39 feet more or less to the point of beginning. Containing 0.14 acres more or less. Subject to all legal highways,easements and restrictions of record. 1- PRELIMINARY SITE PLAN PART OF THE SOUTHEAST QUARTER OF SECTION 2, TOWNSHIP 37 NORTH, RANGE 2 EAST, WyCRPTDT: CITY OF SOUTH BEND, PORTAGE TOWNSHIP, ST. JOSEPH COUNTY, INDIANA. Drr WARM W SECTION 2...111.P y]NOPARCEL 2 EAS'oro ww .sOFyourTIN.PORT.PC.. ST.ALLEY9EM.LOTSiARA]of 7. ART OF PAT OFof wmROOOnsSeNVIS.OF TWIT our LOT W THE TEDD Pur OF ODE LOTS w iE, x l L'''' R OF SOUTH BETH RAT BOON 5.P.1E 55. y t rT H 40 4.D ON SB AND s]AND ME VACATED ALLEY SEMEN SNO LOTS 56 AND WAND ALSO...WAUKEE Mu RALE AS SHORN ME RECORDED Pur NAVARRE STREET (80.0' R/W) OF HOP.•wort AOamx TO ME Cm OP Sou'.BEND ani eon 1R- j•• /PAO[S B MORE PARTICUIAYLT DESCRIBED AS CCM..AT THF s F MI BLA.0.0 FOOT.THENCE NO. s sb 1,. E•v Er Sr. AALONG THE OWN Raa-Or-M,a L.DF NAVARRE STREET. O'Y i 1 l Aoi KV To ME PON1 w BEO NMM .Co... P.O. ry •!' LOND SAID FEET" r TO ME va6 r. NLH" faHROMP wvsn EASOfT.ADSTNCf MB•w N!N•u aH THENCE rASSr• EaSiTE" uONO YET W'rERI.Nc.of-W TAv N Ah 4R.ME P:' i illi.ptipir ' o•].:1: 11,..% // 1 `ice I. wools soon.A p5]ANCE w SRO.i[[],+TURA[SOUM m'NH'%• E W L p 4 yrP R,-,lw NFS]AS 6LWCE OF 2.].m FEET:THENCE SWAM OOqPOW S'FASrA RN' MTN.-F B7-35 RS LINE O, s ENnano run O ALTO THE ME R T.T. 10),3 . COM-OF-WAY RAF Dr.R.STREET FOR Tc NM TET(x)COMES. o.n.o.rm.A Deu"W OF mac]EEi An ono 6312.x55• REST asTMBOE r na nu TO THE BOL'TrxEsi 1.7 MOEME" A Oaui1° cE Of O 3 i t,, pi '- sN:a>FEET T..7:noot NORM SOL.vzri.:Esi:DTTNxF.xyT rzOFeaMO.. ••• Es A W 152.32 TO M[vam i%7 .4., o i ra3'C MARANO+O:..MORE OR LESS y[, y 0.. \ Iy F r, , ,'1 RECORD. TO ALL LEM mcHr-of-WAYS....NTS ARA RESMCTIOS OF CE'S C ,01 j A..`` •d , •, m X11 1 1'Y 'A der.•.•rmu v,rn-r-. Fraallea-MalarlatelieL 11. C /;` ik t" AERME PHOTOGMROMICATION WP OF ME...ST OLV.Of SECTION 2. TOM yi] NOT. 8 RA. 2 EIS.OFT OF NPORTAGE le a `,, a Z ORNER OF A RHO"IS R FO :0. AS AT M ,MF i 0CORNERARCELOr ECOORT SOFOF ME Si.auwµCOEUI"mNUMBER U" w 0. T + EA' IU` `u.rx EssontNORMOL.MOa UFTHENCE SrERLT TT r w.s Asswm,Awn Q oe YWN AS TAR r. NoWER OH50 R-+ - 0- _- ti I THEESSOR.A E ANC[ W M AND ME NORTH WC OF A PARCEL 9 Z DI 1 F 5 F PAC PE OR YAM THOICE TLESS, A OTB.O SOUTH11F.AA 0 -,\ o, /, amu'srAxttOR x rorORss:OrE • AmaSTUHCE OF]e our S. PARCEL TAR.sN PARCEL. o \ U rn W W o+ e-+COD-Oe.a+:THENCE NmeN ALONG THE.EST LYE OF .L, C' D LEA.a a FEETCRES.E CR OR ESS TO THE PONT OF BE0.5. A 7'.( 4****l_ I N A JECT TO Al.LEGAL HETWAYS.[.. .ENTS AND.TROTp"s OF R[w W. e(. e ` o: l A ` `. V O i—7 _ LER Y.i-mp• a+FR.*AC.m-w MAT sanrTAST TER OF SKIM r.TOWNSHIP37NORM, to i c FPNCEfixEA•ST"CM [110 r.JOSEPH i O.•i r r C PM.8 Damon AS:KC. AT THE SWiNFAi En m 0 A PMOL OROS SN COUNTY, ME61.JOSEPH HNBG 0.40/ r f1cS' O 4 1 t ASSEmR% w r LY(Au BURI.ASSUMED)Haw THE Lcss m ME ET. E w sM PARCEL 0.M OR y Q tli LNE w erSSHMO WE oR LE. Y F. 1— —— — 3 i SM. COD. r N ACRES NOW DR LESS. 1::, Y jal POINT w BEWrm AL NOW OR LESFMFNM AxD RCSiPx fbK Dr M[OM. dT — — of ' c1 , ro: y \ J; L„.,ETT TM CO H_ r4rAf1ii ” i. iPROPOSED — 0001# 00 ymrruNRA-M:• 93 4 YAMHw o OED REINL/.../...TA I 5).ARM=.0 COMA. COLI. ea.E uT21 E.TmmI /i iii01MMMIAKETC.5 FOR vi . 01urm v . 'RES o) 2/0., Z. Ii MyarWEroGTNm : mTa e • r jE f ii7 i/ifi GE' r, M e eTERwrrSTO BE SEM SY PUB.w •SE.STS. 1 AT LANDs ocoNr .M DTraCONNEND Cm.A.eeceastammitsAmta. MARION STREET(82.5' R/W) __ amoam.___ a TO• Nr. ..0 00.•x,0 N. L° m''a°` a1-Li-L6--1____I B) AC-"awe,GO ' Ix Ann N 000, 0 CENTER voxo JTO w.LOAN,0!00 0OOa J 0 ua.'Jo0 o RALE H- 20 r[ h P$ 1 r r G'S St REVISIONS GME MOO* no__ _- _ - 1 r 2O' M T 1 32Dxm MJD - Fiy k' `dice FEb 2 2 *an BILL NO. 23-06 f y RESOLUTION NO. 5005-23 EHKoONES CITY JONES H BEND, IN A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 536 South Main Street, South Bend, IN 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF AN EIGHT- YEAR (8) REAL PROPERTY TAX ABATEMENT FOR SoMa Capital LLC WHEREAS, a petition for real property tax abatement have been filed with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana, requesting that the areas described as: Key Number: 71-08-12-306-006.000-026 Commonly Known As: 536 South Main Street, South Bend, Indiana 46601 Legal Description: Lot 36 Ex 82 1/2 Ft E End Samuel Martins Add be designated as an Economic Revitalization Area under the provisions of Indiana Code § 6-1.1- 12.1 et seq., and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS,petitioner has agreed to and has accepted responsibility to report any changes in the Key Number and legal description to the Department of Community Investment and to the Office of the City Clerk; and WHEREAS,the Department of Community Investment has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that each area qualifies as an Economic Revitalization Area under Indiana Code § 6-1.1-12.1 et seq., and South Bend Municipal Code Sections 2-76 et seq., and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law; and WHEREAS,the Community Investment Committee of the Common Council has reviewed said report and recommended to the Common Council that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby determines and finds that the Petitions for Real Property Tax Abatement and the Statement of Benefits form completed by the Petitioner meet the requirements of Indiana Code § 6-1.1-12.1 et seq. for tax abatement. SECTION II. The Common Council hereby determines and finds the following: A. That the description of the proposed redevelopment or rehabilitation meets the applicable standards for such development; B. That the estimate of the value of the redevelopment or rehabilitation is reasonable for projects of this nature; C. That the estimate of the number of individuals who will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed described redevelopment or rehabilitation; D. That the estimate of the annual salaries of those individuals who will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed redevelopment or rehabilitation; E. That the other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed described redevelopment or rehabilitation; and F. That the totality of benefits is sufficient to justify the requested deduction, all of which satisfy the requirements of Indiana Code § 6-1.1-12.1-3. SECTION III. The Common Council hereby determines and finds that the proposed described redevelopment or rehabilitation can be reasonably expected to yield benefits identified in the Statement of Benefits, Sections 1 through 3 of the Petition for Real Property Tax Abatement Consideration and the Memorandum of Agreement between the Petitioner and the City of South Bend, and that the Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, are sufficient to justify the deduction granted under Indiana Code § 6-1.1-12.1-3. SECTION IV. The Common Council hereby accepts the report and recommendation of the Community Investment Committee that the area herein described be designated as an Economic Revitalization Area and hereby adopts a Resolution designating this area as an Economic Revitalization Area for purposes of real property tax abatement. SECTION V. The designation as an Economic Revitalization Areas shall be limited to three (3) calendar years from the date of the adoption of this Resolution by the Common Council. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of six(8)years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code § 6-1.1-12.1-17. Year 1 — 100% Year 2— 100% Year 3 —95% Year 4-95% Year 5—90% Year 6-90% Year?-85% Year 8-85% SECTION VII. The Common Council directs the City Clerk to cause notice of the adoption of this Declaratory Resolution for Real Property Tax Abatement to be published pursuant to Indiana Code § 5-3-1 and Indiana Code § 6-1.1-12.1-2.5, said publication providing notice of the public hearing before the Common Council on the proposed confirming of said declaration. SECTION VIII. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approval by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2023, at o'clock .m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m. Fil ffice James Mueller, Mayor FEb 12 66 City of South Bend DAWN M.JONES CITY CLERK,SOUTH BEND,IN TAX ABATEMENT REPORT TO: South Bend Common Council FEd 2 2 L(12'3 ff I I FROM: Erik Glavich, Director, Growth and Opportunity DAWN M.JONES CITY CLERK, SOUTH BEND,IN SUBJECT: Multi-Family Residential Real Property Tax Abatement Petition for SoMa Capital LLC (536 S. Main Street) DATE: February 22, 2023 On February 21, 2023, a petition for tax abatement from SoMa Capital LLC was filed with the Office of the City Clerk. The petition seeks consideration for a multi-family residential real property tax abatement for property at 536 S. Main Street in South Bend, Indiana. Pursuant to Chapter 2, Article 6, Section 2 84.2 of the Municipal Code of the City of South Bend, this petition was referred to the Department of Community Investment for purposes of investigation and preparation of a report determining whether the area qualifies as an Economic Revitalization Area pursuant to I.C.6 1.1 12.1 and all zoning requirements have been met. The Department of Community Investment has reviewed the petition (a copy of which is attached), investigated the area, and makes the following report. Project Summary The developer, SoMa Capital LLC, plans to rehabilitate the abandoned apartment building located at the northeast corner of S. Main Street and W. South Street. Built in 1915, the building has been vacant since a summer 2021 fire (a previous fire had also occurred) and had fallen into neglect due to serious deferred maintenance. SoMa Capital LLC will re-develop the building into 12 newly rehabbed apartments originally there were 8 apartments), totaling over 11,000 square feet and consisting of four(4) studios, five (5) one-bedroom and three (3)two-bedroom units. The building will receive all new mechanical, plumbing, fire, and electrical infrastructure. Each unit will have new HVAC systems and appliances. The building will have new windows, and the exterior brick facade will be restored. The building will include at least three (3)affordable units for low-to moderate-income households at 80% of AMI. Tax Estimates The petitioner qualifies for an eight-year(8) multi-family residential real property tax abatement. Taxes paid in 2022 for the existing property: $5,235 Total estimated taxes during the eight-year(8) abatement period: $342,850 Estimated taxes being abated during the abatement period: $213,157 Estimated total taxes to be paid during the abatement period: $129,693 Employment Impact SoMA Capital LLC is an entity created with the intent of rehabilitating the property for which this abatement applies and adjacent properties. The organization does not have any current employees. Upon completion of the apartment building's rehabilitation, management of the building will be handled by the owners directly given their broad experience in building management (or indirectly with a third-party organization experienced in apartment management). This apartment building will require maintenance professionals, a property manager, and landscape services. The larger project, which incorporates land adjacent to the apartment building,will have an estimated 25 full-time employees upon its completion. The larger project will include the creation of an entrepreneur hub/co-working space along with a commissary kitchen and multiple small retail/entertainment spaces. Abatement Qualification 1. A review of the tax abatements previously granted, finds that the petitioner has certain partners who have been granted previous abatements on other properties and all have been satisfactorily maintained, administered and in compliance. a. Five-year(5) real property tax abatement; Resolution No. 4622-17; March 2017 2. The property is properly zoned for the proposed project. 3. Taxes on the property have been paid in full. 4. A review of the South Bend Redevelopment designation areas finds that the property is in the River West Development Area. 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for a (8) eight-year multi-family residential real property tax abatement under Division 2 (Residential Development Real Property Tax Abatement), Section 2-77 Multi-Family Residential Developments). IF!: ' . " - -^'T{fice FEb •Z 2 ND DAWN M.JONES CITY CLERK, SOUTH BEND,IN 2 8-Year Abatement February 21.2023 SoMa Capital LLC South Bend Portage Township Residential Real Property Tax Abatement Schedule Type of Dwelling: Multi-Family Residence -12 units- Estimated Project Cost $ 1,965,000 Rehabilitation Property Address: 536 S Main Street,South Bend,IN 46601 Tax Key Number: 71-08-12-306-006,000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Assessed Value(AV) Land 6,600 $ 6,600 $ 6,600 $ 6,600 $ 6,600 $ 6,600 $ 6,600 $ 6,600 $ 6,600 $ 6,600 Structure(Current AV+80%Project Cost) 207,300 1,779,300 1,779,300 1,779,300 1,779,300 1,779,300 1,779,300 1,779,300 1,779,300 1,779,300 Gross Assessed Value 213,900 1,785,900 1,785,900 1,785,900 1,785,900 1,785,900 1,785,900 1,785,900 1,785,900 1,785,900 Abatement 100%100% 95% 95% 90% 90% 85% 85% Abatement Deduction 1,572,000) (1,572,000) (1,493,400) (1,493,400) (1,414,800) (1,414,800) (1,336,200) (1,336,200) Net Assessed Value 213,900 1,785,900 213,900 213,900 292,500 292,500 371,100 371,100 449,700 449,700 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net AV) 11,315 94,469 11,315 11,315 15,472 15,472 19,630 19,630 23,788 23,788 Local Tax Credit(8.2562%of GT-DS) 864) (7,210) 864) 864) (1,181) (1,181) (1.498) (1,498) (1,816) (1,816) Circuit Breaker Credit 5,318) (44,402) Taxes Due 5,133 $ 42,856 $ 10,451 $ 10,451 $ 14,291 $ 14,291 $ 18,132 $ 18,132 $ 21,972 $ 21,972 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% Circuit Breaker Cap 4,278 35,718 35,718 35,718 35,718 35,7/8 35,7/8 35,718 35,7/8 35,7/8 Debt Service(0.3997%of Net AV) 855 7,138 855 855 1,169 1,169 1,483 1,483 1,797 1,797 Max Tax Under the Cap 5,133 42,856 36,573 36,573 36,887 36,887 37,201 37,201 37,515 37,515 Combined Year Abatement Current Taxes New Net Taxes Current& Taxes Abated Due Projected Tax Paid New Taxes 1 . 100% $ 5,133 $ 37,723 $ 42,856 $ (32,405) $ 10,451 2 100% 5,133 37,723 42,856 (32,405) 10,451 3 95% 5,133 37,723 42,856 (28,565) 14,291 4 95% 5,133 37,723 42,856 (28,565) 14,291 5 90% 5,133 37,723 42,856 (24,724) 18,132 6__90% 5,133 37,723 42,856 (24,724) 18,132 7 85% 5,133 37,723 42,856 (20,884), 21,972 8 85% 5,133 37,723 42,856 (20,884) 21,972 Total: 41,064 301,786 342,850 (213,157) 129,693 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023.f:risk% Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then-current tax rates. City of South Bend City of South Bend t Petition for Incentives Petition must include a$250 filing fee payable to the City Clerk's Office before processing can be complete r nr General Information Project Name I Project Numaer Legal name as registered with Secretary of SoMa Capital LLC 1StateI rrn rt Business structurelimited liability LO L Company website n/a l neon.q i AA 1r1NCS Proposed Project Information CITY CLERK,SOUTH BEND, IN Proposed project address 1536 S. Main Street Parent company name none City,State,Zip I South Bend, IN 46601 legal owner SoMa Capital LLC Site acreage or acreage required 0.25 acres Is the real estate owned or Owned 3• Square feet of facility j11,212 If leased by whom Primary Contact Information Primary company contact name Mark Neal Title Co-Manager Addressor company contact 321 S. Main St.,#306 Phone 574-339-9406 City,State,Zip South Bend, IN 46601 Email mneal@bradleyco.com Senior Official Information Company senior official name Title same as above Address of company contact(if different from Phone above! City,State,Zip Email Consultant Information/Agent Hired business consultant/agent name era Consultant release(Y/N) Address Local economic development partners approval(Weil City,State,Zip Email Project Overview Brief description of your Redevelopment of a 1915 downtown apartment building which fell intocompany,project,and why the property is necessary for neglect due to seriously deferred maintenance and two fires in the last economic growth 5 years. Building would be expanded to 12 units (originally 8) with restored brick facade and completely new infrastructure of plumbing, electric, HVAC systems and new appliances. Leasing would target entrepreneurs or other innovation focused individuals (emerging small business owners) and include 20% affordable units at 80% AMI. This smaller residential development proximate to city resources (jobs, entertainment, leisure activty) will provide an enhanced community experience with greater population density to improve livability, safety and downtown dynamism. Certified Technology Park appropriate ri a Is the project in a Tax Incremental Financing lTts l area If so.which? Yes, River West Have Building Permits been issued?(YIN) INo Number of residential units created by 12 Mete-Not oligiblo for abaromw+r If Yes! 2rni Pd If this is a petition for personal property tax abatement,has the.auinment bnnn installed n/a 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 arty equipment being site of project In dollars) received? Indiana for the project? purchased from out of state for the project? n/a No n/a 0 New Project Investments Calendar Year 2022 2023 2024 2025 2026 2027 2028 2029 Land Acquisition II Building Lease Payments Building Purchase Costs 4 237;r^,;gip No.Building Construction h;.n.!Building Improvements New Machinery SsEquipment y'tlN ..JONES pcc!ai Tooling/Retooling CIN CI,ERK SOUTH B NP,IN New Furniture/Fixtures 75.000 00 New Computer/FT Hardware 25 C:10,,r. New Software On•sitc Rail Infrastructure I I On•sitc Fiber Infrastructure 15.240 Jr 1 TOTAL s 237 coo 00 r wo m $0.001 $0.00 $0.001 $0.001 $0.00 $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year lobs retained Total hourly Cumulative B of net NEW full time Hourly average wage,w/o Total training Total B to be wage w/o permanent jobs created at project benefits or bonuses,of expenditure- trained-not hinge or cumulative net new jobs not cumulative bonuses cumulative 2022 n/a 2023 2024 202.5 2026 2027 2024 I 2029 2030 2031 2032 2033 Provide hourly wage information for new employees in the following positions. Full time Part time Laborers n/a Technical n/a Managerial n/a Administrative n/a woo will ne tee motvtdual responsible tor cooramaung With WorkOne on recruiting? n/a Does your company have an EEO hiring policy?' n/a Are you an EEO employer? I n/a 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 2022 2021 70?0 three years as well as current policies. Full Time Part Time Full Time Part Time Full Time Part Time Black N/A Hispanic Asian Indian Female Other Complete below for Real or Personal Property Tax Abatement only.I.....__- Please sign for all requested incentives. r.)A..', (/ JONES CITY CLERK, SOUTH BEND, IN Public Benefit Item: Information is required on both the construction companies and the companies which will provide materials purchased for this project. complete the table below with theQualifyPleaseappropriateinformation. If 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%) Y 20 20 B. Purchase Materials from Local Companies(75%)Y 20 20 C. Require Employees vs.Independent Contractors Y 19 19 D. Require Prevailing Wage(Davis Bacon)N 22 E. Require Health Benefits Y 22 22 F. Require Retirement Benefts Y 18 18 G Maintain Affirmative Action Plan Y l 20 20 Sub-total Construction Related: 119 141 2 Wage&BeneftRelatedjpwner). A. Pay Target Wage Levels n/a 33 B. Provide Health Benefits n/a 34 C. Provide Retirement Benefits n/a I 29 0. Provide Training n/a 28 E. a Provide Child Care n/a 15 F Provide Transportation Assistance n/a 14 G. Provide Employer Assisted Housing program n/a 9 ISub-total Wage&Benefit Related: 0 162 3 Workforce Related: A. Create New lobs n/a 42 9. Retain Existing Jobs n/a 41 C. Maintain Affirmative Action Plan Y I 35 35 rry D. Provide Targeted Hiring Preference 1/a 34 Sub-total Workforce Related: 35 152 4 Support a Municipal Facility: Support a SB Municipal Facility(donations to the A. Y 84 84zoo,conservatory,museum,etc.) Name of Facility ISub-total Municipal Facility: 3.1 84 Sub-total from Above: 238 539 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.,6-11-12.1-1,et seq.,and South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above. Submitted By: Mark W. Neal Date: 2/16/23 FEE "i For Staff Use Only Below This Line 1 LIA. JCSNES CITY CLERK.SOUTH BEND, IN What is the current assessed value?Real Property: I' 1/3,C 00 'Personal Property: What is the projected assessed value? Real Property-. i. 7 25,90 v Personal Property: What is the tax key number for this project? I 7/ "46g —Iwa. ^ 3a ^ 006 . 000 — 0 Z y What is the six digit NAICS code? tV/41 Please attach a Google map and street view of the location. Please list the amount of real and personal property taxes I Real Property Taxes: Personal Property Taxes: paid for the last five years when applicable. Year One 2,0 Z 9 CA-) 5.0 1 Year Two 2,021 5 2-33 .714 f Year Three Year Four Zo 19 15.2-07. 36 I Year Five ' ^ I v 5 ` 3 . 5/ f Please fill out the following Public Benefit Summary Information and add to total from above. jY or Ni I Points I Points Public Benefit Item: Project Related: 5 A. Redevelop a Site that has Special Needs I 49 B. Develop Based on Local University Research 35 C. Achieve a Physical Element of a Plan 1} 36 ISub-total Project Related: 1,q 120 6 Super Size Projects(point values are cumulative): A. 100%to 199% N 7-5 25 B. 200%to 299% tI Q 66 C. 300%to 399% 1 10 5 65 D. 400%and Over 1 52- 52 Sub-total Super Size Projects: 2-10 210 7 Pay for Municipal Infrastructure: A. Pay for Oversizing or Upgrading 1 14 R. Pao for 26-50%of Extension CostII 26 C. pa,for 51-75%of Extension Cost 39 C Pay for 76-100%of Extension Cost 52 Sub-total Infrastructure Related: Q 131 Total from Applicant Section:2-3 7 539 Total from Staff Section: 59 461 Total Public Benefit Points: 9 7 1000 Fit^_: s ''_fifce 451-' 4' STATEMENT OF BENEFITS FEC [ I 'i J 20 PAY 20_` i,*at. REAL ESTATE IMPROVEMENTS I State Form 51767(Re 1 10-14) I- FORM SB-1 I Real Property Prescribed by the Department of Local Government F ance DAWN M.JONES CI:•CLERK .SOUTH BEND, IN PRIVACY NOTICE This statement is being completed for real property thatqualifies unde •: • •- • . - -- Any information concerning the cost o Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of the property and specific satanes paid to individual employees by the Re;idenllaly distressed area(IC 6-1.1-12.1-4.1) property owner Is confidential per IC 6-1 1-12.t-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 fo 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 SoMa Capital LLC 16Address of taxpayer(number and street,city[state,and ZIP code) 15 W. Colfax Avenue, South Bend, IN 46601 Name of contact person Telephone number E-mail address 3r 71 A gir1 C.!'7-cam) 574-286-7119 b.emberton@outlook.com SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number Common Council of South Bend Location of property 1 County DLGF taxing district number 536 S. Main St, South Bend, IN 46601 St. Joseph', 026 Description of real property improvements,redevelopment,or rersabihlatxn(use adddsonai sheets d necessary) Estimated start date(month,day,year) 04/01/2023 Redevelopment of a building into 12 new apartments with new electric,gas,water, HVAC aEstimated completion date(month,day,yea')103/31/2024 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current number Salaries Numter retained Salaries Number additional Salaries SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS I COST I ASSESSED VALUE I Current values 1237000 1213900 Plus estimated values of proposed project 12065000 I 1 Less values of any property being replaced 10 I Net estimated values upon completion of project 2302000 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER N/A Estimated solid waste converted(pounds)Estimated hazardous waste converted(pounds)N/A Other benefits SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representativeDate signed(month,day,year) 1 102/21/23 Printed name of authorized representativeTitle Mark W. Neal ICo-Manager Page 1 of 2 f.11.1KArv. r We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said res_o:utlon,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 year'(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 0 Year 3 Year 4 Year 5 (*see below) Year 6 0 Year 7 0 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? El Yes LI 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) Pnnled name of authorized member of designating body Name of designating body Attested by(signature end 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-1IReal Property that is approved after June 30,2013.1he 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 Thal 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 taxpayers 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 fora 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. FEb C 1 'eliLli c_1 CLEH''' SOUTH BEND. IN Page 2 of 2 cn CD w ii O) 0 i j.o at c Da 5 g C/)SU ail r' ' r rt 3. rf 3 ij y J Ifi I r C 46 co' i N t W ror-- 1 • . z O O lik O t' s r View from Main Street looking southeast 4. -: .,-.1 _ 1 s -- ''.1 " ri Li ,41044g.rir . ,.. rillp 11. A•ce : 11:7".r.itil ii‘li.1:111-4,, 66' 11, 1.-%.'r .• ,,4' ,,..'" - t' IA ft. ' N r• ,'• l',4 - " 4! .:. A., •il,' • . . .. ''''‘, 7,, 7." t 5 • ,1-,,, 7' i . t 4•* .4 Ei i I '1,,MOM 4 4. ., .,^ _ w• II 411 4, ,14:. '',•, , a , ii,.-.ii, , . il 4 — ' . 10.4G0.9,4- View from South Street looking north Illg- i1 II JO r, 4. OP Al d tit LI 4 iii ri. i 0 pl p View from the alley looking west 0 1 . .a 1,1 Project Renderings (Exterior) iih- iii! AL, I , LI 111111P s...o. U444. 0k4 4.•=11 .-.. 'i A i.,...A., 4",•, 4.=V1 ,f`4‘."71-. 1. ' • • -2‘ 1" li ftittlittr-•.'`,.' 1 1 '" 1S-\ 11 .• i i II II 1111;1i I1 IIIIIIINI!!!!!!!P •—. ,:, m., _ _ _ warlisempom•- 5/1101400.P. ,:-.7iMril, ...141111,,r,' '..W1q/Wit,''&44. °'"'..- ' V'IllIrn,,, ' 'E.': -, - wit • _., ''- 24_ f-J a' "r- c.v . , _ 111,,, . :-..- 7,-, -' i' 00110,- ' ' 1".:.- \I .,, $.1,,,, 1te ' ' t,.1-- . .., if,..„ 4,. ,,;-. ---- 4, e, vtAteo1 -i-ef t',. S.,,..0 .,--, f II -lir it it----- e.i'-'" sii.:, 1 "ors "4-1"- ' 4).., ---,.:- r.4.• , r.4 .) t:eolovig ct,-,4 ai. •.' m - .,-• 1' . 4-',44- -,--1 e.". 1iii,, 1 .rwv , 1 r,r, , MII• 1 e i a Ice4\,.._ 411.111111"..—.- 441111.11111111111111111111111111.- I FEb 2. 2 •(023 r.5TA7FrATT-----ijoNEs CITY CLERK SOUTH BEND,IN City of South Send Petition for Incentives Petition must include a $250 filing fee payable to the City Clerk's ice before processing can be complete General Information Project Name ILeplname asregistered with Secretary of SoMa Capital LLCState Businessstructurelimited liability Company website n/a Proposed Project Information IProposed project address 1536 S. Main Street ICity, State, Zip ISouth Bend, IN 46601 Site acreage or acreage required 0.25 acres Square feet of facility 11,212 Primary Contact Information IPrimary company contact name Mark Neal IAddress ofcompany contact 321 S. Main St., #306 ICity, State, Zip ISouth Bend, IN 46601 Senior Official Information Company senior official name same as above Address of company contact (if different from Onvol City, State, Zip I Consultant Information/Agent Hired business consultant/agent name 1 n/a Address I City, State, Zip n.n Project Numl ger y rr,rI I LU L i L;J I CITY CLERK, SOUTH [-END, IN Parent company name Legal owner none SoMa Capital LLC Is the real estate owned or Owned leered If leased by whom ritle Co -Manager Phone 574-339-9406 Email mneal@bradleyco.com Title Phone Email Consultant release (Y/N) I Local economic development partners aooroval WN Email Project Overview company, project, on and Redevelopment of a 1915 downtown apartment building which fell intocompany, project, and why the property is necessary for neglect due to seriously deferred maintenance and two fires in the last economic growth 5 years. Building would be expanded to 12 units (originally 8) with restored brick facade and completely new infrastructure of plumbing, electric, HVAC systems and new appliances. Leasing would target entrepreneurs or other innovation focused individuals (emerging small business owners) and include 20% affordable units at 80% AMI. This smaller residential development proximate to city resources Qobs, entertainment, leisure activty) will provide an enhanced community experience with greater population density to improve livability, safety and downtown dynamism. Certified Technology Park appropriate n/a Is the project in a Tax Incremental Financing Yes, River West TIF i area? If sn- which? Have Building Permits been issued? (Y/N)O I Number of residential units created by 12 rNote-Not elieibla for abatepret If V -1l I oroiect If this is a petition for personal property tax abatement, has ! n/atheeauipmentbeeninstalledj 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? n/a No n/a 0 New Proiect Investments Calendar Year 2022 2023 2024 2025 Land Acquisition Building Lease Payments Building Purchase Costs 237,000.00 New Building Construction Existing Building Improvements 1 350000,0C New Machinery & Equipment Special Tooling/Retooling New Furniture/Fixtures 760D000 New Computer/rr Hardware 25,000.00 New software On-site Rail Infrastructure Onsite Fiber Infrastructure 15,000 DL 2026 2027 2028 2029 t r!Ir 5 li CIIEV'N K ONES CITY CL EHK. SO;'JTH BEND, IN TOTAL $ 237,000.00 3>A55.= W $ 0.00 $ 0.00 $ 0.00 $ 0.00 0.00 $ 0.00 Full -Time Permanent Indiana -Resident Positions by Calendar Year CalendarYear lobs retained Total hourly Cumulative p of net NEW full time Hourly average wage, w/o Total training Total 4 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 12022 n/a 12023 12024 12025 12026 12027 2028 2029 2030 2031 2032 12033 IProvide hourly wage information for new employees in the following positions. Full time Part time ILaborers n/a ITechnical n/a IManagerial n/a Administrative n/a Who will be the individual responsible for coordinating with workOne on recruitine? n/a Does your company have an EEO hiring policy? i n/a I Are you an EEO employer? I n/a 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 L. I recruitment efforts for the last Year 2022 2021 2020 three years as well as current policies. Full Time Part Time Full Time Part Time Full Time PartTime Black Hispanic Asian Indian Female Other N/A r-'FfIGe F& Complete below for Real or Personal Property Tax Abatemently. } Please sign for all requested incentives. DAWN M. JONTCITYCLERK, SOUTH BEND, IN 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 (Contractorsl: A. Employ Local Companies (75%) Y 20 20 B. Purchase Materials from Local Companies (75%) Y 20 20 C. Require Employees vs. Independent Contractors Y 19 19 D. Require Prevailing Wage (Davis Bacon) N 22 E. Require Health Benefits Y 22 22 F. Require Retirement Benefits Y 18 18 G. Maintain Affirmative Action Plan Y 20 20 I 1 (Sub -total Construction Related: 119 141 2 Wage & Benefit Related (Owner): A. Pay Target Wage Levels n/a 33 B- Provide Health Benefits n/a 34 C. Provide Retirement Benefits n/a 29 D. Provide Training n/a 28 E- Provide Child Care n/a 15 F- Provide Transportation Assistance n/a 14 G. Provide Employer Assisted Housing program n/a 9 Sub -total Wage & Benefit Related: 0 162 3 Workforce Related: A. Create New Jobs n/a 42 B. Retain Existing Jobs n/a 41 C. Maintain Affirmative Action Plan Y 35 35 D. Provide Targeted Hiring Preference n/a 34 Sub -total Workforce Related: 35 152 4 Support a Municipal Facility: A. Support a SB Municipal Facility (donations to the 84 zoo, conservatory, museum, etc.) 84 Name of Facility Sub -total Municipal Facility: 94 84 Sub -total from Above: 238 539 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 sea., and South Bend Municipal Code Sec. 2-76 et seq., for this petition state the above. Submitted By: IMark W. Neal IDate: 2/16/23 FEB r For Staff Use Only Below This LineAA n1_!'!G CITY CLERK, SOUTH iEND, IN What is the current assessed value? Real Property: I! Personal Property: What is the projected assessed value? Real Property: I Personal Property: What is the tax key number for this project? What is the six digit NAILS code? I 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 N I Points I 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 ISub-total Project Related: 120 6 I 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 ISub-total Super Size Projects: 210 7 Pav for MunicioaIinfrastructure.- 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 1 ISub-total Infrastructure Related: I 131 Total from Applicant Section: 539 Total from Staff Section: 461 Total Public Benefit Points: 1000 STATEMENT OF BENEFITS FEt 20_ PAY 20 REAL ESTATE IMPROVEMENTS State Form 51767 (R6110-14) f 1 FORM SBA i Real Property Prescribed by the Department of Local Governmenttance DAWN M. JONES RK SOUTH BEND, IN PRIVACYNOTICE This statement is being completed for real property thatqualifies urld44'..- 9 -AI Z'X .1 Any information conceming the cost Redevelopment or rehabilitation of real estate improvements (IC 6-1.1-12.1-4) ai the papparty and specirx salaries paid totnddrldual employees by the Residentially distressed area (IC 6-1.1-12.1-4,1) pertyowneriscantidentiaIper IC INSTRUCTIONS: 6-1.11-12.1-5.1. 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 ofreal propertyfor 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 3221RE must be riled 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 atter April 10. A property owner who failed to rile 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 3221RE 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•- • Name of taxpayer SoMa Capital LLC Address of taxpayer (number and street city, stale, and ZIP code) 015 W. Colfax Avenue, South Bend, IN 46601 Name of contact person Telephone number E-mail address 1 574-286-7119 b.emberton@outlook.com Resolution number Common Council of South Bend Location of property County DLGF taxing district number 536 S. Main St, South Bend, IN 46601 St. Joseph 02E Description of real property improvements, redevelopment, or rehabilitation (use addidona)sheets if necessary) Estimated start date (month, day, year) 04/01/2023 Redevelopment of a building into 12 new apartments with new electric, gas, water, HVAC a Estimated oompletion dale (month, day, year) 0313l/2024 Current number Current values Plus estimated values of proposed project Less values of any property being replaced Net estimated values upon comDlelion of of NIA Estimated solid waste converted (pounds) Other benefits Number retained iSalaries I Number additional iSalaries I hereby certify that the representations in this statement are true. Signature of authorized representative ' `•. i Pin ntea name or authonzed representative Mark W. Neal REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE 237000 213900 2065000 0 2302000 Estimated hazardous waste converted (pounds) N/A Page 1 of 2 Tfle Co -Manager Date signed (month, day, year) 02/21/23 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 (speciho E. Number of years allowed: Year 1 Year 2 Year 3 Year 4 Year 5 (*see below) Year 6 Year 7 Year 8 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 Dale signed (month, day, year) Printed name of authorized member of designating body Name of designating body Attested by (signature and fifle 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 S13-1/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 S13-1/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. CZ. fFiCQ FEB [ 7U DL N P.". JONES CITY CLERK, SOUTH BEND, IN Page 2 of 2 CITY OF SOUTH BEN Filed in C'nrk's Cffice COMM UNITY INVESTMENT FEB 2 2 2023 DAWN M.JONES February 22, 2023 CITY CLERK, SOUTH BEND,IN Council Member Rachel Tomas Morgan Chairperson, Community Investment Committee South Bend Common Council County City Building, 4th Floor South Bend, IN 46601 Dear Council Member Tomas Morgan, Attached please find a proposed form of resolution approving a waiver of noncompliance, pursuant to Indiana Code 6-1.1-12.1-11.3, for CBK Land Development LLC, who is the owner of real property at 5245 Dylan Drive in South Bend (Parcel number 71-03-18-330-011.000-009). CBK Land Development LLC is a wholly owned subsidiary of Chase Plastics, which occupies the building. Chase Plastics is requesting that the Common Council waive noncompliance with the filing deadline for tax deduction forms. In 2020 and 2021, the company filed Forms CF-1/RE and 322/RE with the City of South Bend and the County Assessor's office but inadvertently did not file the forms with the Auditor's office. As a result of this filing error, the company did not receive a tax abatement pursuant to Resolution No. 4779-19 for these years. The waiver of noncompliance to be presented to the Common Council for consideration is for two years of non-filing. The Department of Community Investment endorses and supports this waiver as the company has exceeded requirements associated with the abatement. The estimated project cost in 2019 was $3.50 million, and the company reported that the actual costs were $3.63 million. Despite challenges, including the pandemic, Chase Plastics has added one additional full-time position at the South Bend facility since completion of their project and is committed to supporting and expanding their South Bend-based workforce. We ask that the attached resolution be referred to the Community Investment Committee for an advisory recommendation and then heard at the Common Council meeting to be held on February 27, 2023. A representative from Chase Plastics will be present at the meetings. Should you require additional information, please contact me at (574) 235-5838. Sincerely, 71 Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 14005 County-City Building 227 W.Jefferson Blvd. South Bend,Indiana 46601 p 574.235.9371 www.southbendin.gov chase Plastics' Redefining Resin Distribution' 6467 Weldon Center Drive,Clarkston,MI 48346 248.620.2120 I ChasePtastics.cem Filed it f't p February 17, 2023 FEB c : LS South Bend Common Council DAWN M. J- 4 County City Building, 4th Floor CITY CLERK,SO:. N BEND, !N South Bend, IN 46601 RE: Tax Abatement Waiver of Noncompliance Dear Common Council Members, On May 13,2019, CBK Land Development,LLC,a wholly owned subsidiary of Chase Plastics Services, Inc.,was granted a real property tax abatement for an extension to our facility at 5245 Dylan Drive in South Bend. The Common Council approved Resolution No. 4779-19, which established a 7-year abatement. At the time the petition for abatement was filed,estimated costs for the expansion project were$3.5 million. Construction began in June 2019 to add approximately 80,000 sq ft. to our facility. We completed the project in May 2020. As of today,Chase Plastics has committed $3.63 million to the project. As a result of the expansion,the company experienced significant growth. In 2020,the facility's combined shipping and receiving volume increased by eleven million pounds compared to 2019. This expansion has allowed us to reinvest in our employees by increasing our starting wage rate as market competitive- plus and increase our Variable Compensation Bonus plan 6%, which has deepened our employees' sense of job security. Since the project's commencement, Chase Plastics has retained 18 full-time jobs and added 1 new full-time job. With this retainage,we have increased the annual salary by $208,000,excluding benefits. Our investment in local businesses has grown, as well. The additional investment not only includes the initial movement and installation of equipment and racking but has also provided for the purchase of new equipment, along with creating a greater need for continuous support of maintenance for both the property and systems within the building. Today,we are requesting a waiver of noncompliance for failure to file Forms CF-1/RE and 322/RE for tax years 2020 and 2021. The forms were incorrectly filed with the personal property tax return with the assessor's office when they should have been filed with the auditor's office separately.This was a regrettable oversight that has been corrected for tax year 2022. We are requesting the Common Council approve a two-year waiver of noncompliance of filing tax deduction for tax years 2020 and 2021. ChasePlastics' Redefining Resin Distribution' 6467 Waldon Center Drive,Clarkston,MI 48346 I 248.620.2120 I ChasePlastics.com Thank you for your attention on this matter. Amanda Bertelsen Controller Chase Plastic Services,Inc. Fi' -•' Cffice FEb C 400 DAWN M.JONES CITY CLERK, SOU1 BEND, IN r 'Ice EEb 2 2 [UJ BILL NO. 23-08 RESOLUTION NO. 5004-23 DAWN M.JONES CITY CLERK, SOUTH BEND, IN A RESOLUTION CONFIRMING THE GRANT OF CERTAIN REAL PROPERTY TAX ABATEMENT DEDUCTIONS AND WAIVING NONCOMPLIANCE FOR PROPERTY COMMONLY KNOWN AS 5245 Dylan Drive, South Bend, IN 46628 FOR CBK Land Development LLC WHEREAS, on May 13, 2019, the Common Council of the City of South Bend (the Common Council")adopted Resolution No.4779-19(the"2019 Resolution"),approving a seven- year(7)real property tax deduction for the extension of a distribution center located at 5245 Dylan Drive. South Bend, IN 46628 (the"Building")by CBK Land Development LLC.(the"Taxpayer") within an area located in the City of South Bend that had been designated an economic revitalization area in accordance with Indiana Code § 6-1.1-12.1 et seq.; WHEREAS, as part of the Taxpayer's deduction application, the Taxpayer described for the Common Council that Chase Plastic Services, Inc. by the end of the three-year(3) designation period would (a) invest $3,500,000 to expand its current 126,000 square foot distribution center by an additional estimated 80,000 square feet and (b) create 5 new jobs and retain 18 jobs; WHEREAS, the Taxpayer completed construction of the 80,000 square foot extension and has met all objectives in its deduction application; WHEREAS, while the Taxpayer submitted its CF-1/RE and 322/RE forms to the City of South Bend Department of Community Investment in May 2020 and May 2021,the company may have inadvertently failed to timely and properly file the forms with the St. Joseph County Auditor; WHEREAS, the Common Council recognizes that the Taxpayer(a)has fulfilled its pledge to expand its distribution center; (b) has requested a waiver of its inadvertent oversight in failing to file the CF-1/RE and 322/RE forms for taxes due and payable in 2021 and 2022 with the St. Joseph County Auditor and instead filed forms with the wrong office to claim benefits of the tax deduction for the first two years of the tax deduction, which the Common Council has the power and authority to approve under Indiana law, and (c) would have been entitled to receive the tax deduction for the first two years of the deduction period had no noncompliance event occurred; WHEREAS, the Indiana General Assembly has expressed the policy of this State by enacting laws that expressly permit tax abatement noncompliance events such as the untimely or erroneous filing of an application form to be waived; and WHEREAS, the noncompliance event has been corrected, and a public hearing of the Common Council has been held on the subject of this Resolution. NOW, THEREFORE, IT IS HEREBY RESOLVED BY THE COMMON COUNCIL OF THE CITY OF SOUTH BEND AS FOLLOWS: SECTION 1. The Taxpayer has presented testimonial and documentary evidence supporting the Taxpayer's (a) progress towards satisfying its obligations detailed in its original Statement of Benefits and its application for tax deduction related to the extension of a distribution center located at 5245 Dylan Drive. South Bend, IN 46628 (the "Property"), and (b) inadvertent oversight leading to a belated filing or filing in the incorrect office of the CF-1/RE and 322/RE forms to claim the benefits of a tax deduction for the January 1, 2020, and January 1, 2021, assessment dates of the Property. SECTION 2. The foregoing facts, taken together, lead the Common Council to conclude that the Taxpayer has substantially fulfilled its projected plans to improve and conduct operations at the Property contemplated as part of the 2019 Resolution (the "Deduction") and that its belated/errant filing of applications required to claim the benefits of the Deduction as of for taxes due and payable in 2021 and 2022 was inadvertent. SECTION 3. The Common Council hereby waives all matters of noncompliance that may be waived under State and local law regarding the late filing of applicable deduction applications in order for the Taxpayer to claim and receive the benefit of the Deduction on its investment contemplated as part of the 2019 Resolution as of the January 1, 2020, and January 1., 2021, assessment dates, all as is permitted under Indiana Code § 6-1.1-12.1-11.3 (including specific waiver of any and all nonconformities relating to the requirement, under Indiana Code § 6-1.1- 12.1-5 that economic revitalization area deduction applications be timely filed with the county auditor to claim property tax deductions for the 2020-Pay-2021 and 2021-Pay-2022 tax years). SECTION 4. The Common Council incorporates herein by reference, and hereby ratifies and reaffirms: (a)the 2019 Resolution; (b)the tax deduction application and statements of benefits of the Taxpayer; and (c) the recitals of this Resolution. The Common Council and the Clerk of the City of South Bend are authorized to take all such further acts and execute and deliver all such further documents for the St. Joseph County Auditor or otherwise as may be reasonably necessary to give effect to this Resolution,all without further application to or formal action by the Common Council. SECTION 5. This Resolution shall be in full force and effect from and after its passage and approval by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2023, at o'clock m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m. James Mueller, Mayor City of South Bend Ffice FEB '22 DA NN M. JONESCITYCLERK. SOUTH BEND, IN 009LANCQ4, County-City Building City of South Bend 227 W.Jefferson Blvd. 14005 South Bend,IN 46601 PLAN COMMISSION 574) 235-7627 www.southbendin.gov/zoning I ffice February 21, 2023 FEE '4 1 ?U?3 Honorable Committee Chair Hamann 4th Floor, County-City Building DAWN M.JONES South Bend, IN 46601 CITY CLERK, SOUTH BEND, IN RE: 1007 and 1011 Howard St. - PC#0141-23 Dear Committee Chair Hamann: Enclosed is an Ordinance for the proposed Zone Map Amendment at the above referenced location. Please include the attached Ordinance on the Council agenda for first reading at your February 27th, 2023, Council meeting, and set it for public hearing at your March 27th, 2023, Council meeting. The petition is tentatively scheduled for public hearing at the March 20th, 2023, South Bend Plan Commission meeting. The recommendation of the South Bend Plan Commission will be forwarded to the Office of the City Clerk by noon on the day following the public hearing. The petitioner provided the following to describe the proposed project: Rezone to allow a mixed-use office building. If you have any questions, please feel free to contact our office. Sincerely, IW Rachel Boyles Zoning Specialist CC: Bob Palmer Tim Corcoran Angela Smith Scott Ford Planning Director Zoning Administrator Commission President FEB 21 zon BILL NO. 07-23 DAWN M.JONES ORDINANCE NO. CITYCLERK. SOUTH BEND,IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1007 AND 1011 HOWARD ST. COUNCILMANIC DISTRICT NO. 4 IN THE CITY OF SOUTH BEND, INDIANA STATEMENT OF PURPOSE AND INTENT Rezone from Ul Urban Neighborhood 1 to NC Neighborhood Center District to allow for a mixed-use office building. NOW, THEREFORE,BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. Ordinance No. 10689-19, which ordinance is commonly known as the Zoning Ordinance of the City of South Bend, Indiana, be and the same hereby amended in order that the zoning classification of the following described real estate in the City of South Bend, St. Joseph County, State of Indiana: 1007 and 1101 Howard St. South Bend, IN 46617. 018-5105-368701 and 018-5105-3687 55 ft E End Lots 105-106 Sorins 2nd Add. W 55 ft of 110 Ft E End Lots 105-106 Sorins 2nd Add. be and the same is hereby established as NC Neighborhood Center SECTION II. This ordinance is and shall be subject to commitments as provided by Chapter 21-12.07(f)(7) Commitments, if applicable. SECTION III. This Ordinance shall be in full force and effect from and after its passage by the Common Council and approval by the mayor, and legal publication, and full execution of any conditions or Commitments placed upon the approval. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana on the day of 2023, at o'clock . m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m. James Mueller, Mayor City of South Bend, Indiana F;! tic e FEE Z1 U? l L_____ . I DAWN M JONES CITY CLERK SOUTH BEND, IN 2 - City of South Bend PLAN COMMISSION RECEIVED FEB 2 0 2023 Petition for Rezoning or Combined Public Hearing Property Information Tax Key Number018-5105-368701 ; 018-5105-3687 Address: 1007 & 1011 Howard Street Owner: UNIVERSITY OF NOTRE DAME DU LAC Legal Description: 55 Ft E End Lots 105-106 Sorins 2nd Add W 55 Ft Of 110 Ft E End Lots 105-106 Sorins 2nd Add Project Summary Development of a 3-story, 8,000 SF footprint building with parking accessed directly from the alley. City Water and Sanitary are available from Howard Street. Requested Action Application includes (check all that apply) Rezoning Current District: U1 Urban Neighborhood 1 Additional Districts, if applicablE Proposed District NC Neighborhood Center Additional Districts, if applicablE The Plan Commission and Council will consider the following in the review of a rezoning petition: 1) The comprehensive Plan; 2) Current conditions and the character of the current structures and uses in each district; 3) The most desirable use for which the land in each district is adapted; 4) The conservation of property values throughout the jurisdiction;and 5) Responsible development and growth. Subdivision —complete and attach subdivision application Special Exception —complete and attach Criteria for Decision Making Use requested: Variance(s) - List variances below, complete and attach Criteria for Decision Making Variance(s) requested: Required Documents BCompleted Application (including Contact Information) Site Plan drawn to scale PAID Filing Fee Additional documents as noted above Contact information Property owner(s) of the petition site: Name: UNIVERSITY OF NOTRE DAME DU LAC Address: 724 Grace Hall Notre Dame IN 46556 Name. Address Name: Address Contact Person: Name: Richard Bellis Address: 415 Main Building Notre Dame, IN 46556 Phone Number: 574-631-0966 rbellis@nd.edu E-mail: By signing this petition, the Petitioner/Property Owners of the above described Real Estate acknowledge they are responsible for understanding and complying with the South Bend Zoning Ordinance and any other ordinance governing the property. Failure of staff to notify the petitioner of a requirement does not imply approval or waiver from anything contained within the ordinance. The undersigned authorizes the contact person listed above to represent this petition before the South Bend Plan Commission and Common Council and to answer any and all questions related to this petition. Property Owner (s) Signatures: IcHA4..o BEL.-15, A-idvt. r-invAN[c/ S4c VN I V V ks T ,F 4 DA" 1.t 4.‘ , yam 11 ON MI MI 11 H ilii F 111111 111111 -, 1111 r' a s sf fl IN 0,2'c: I r.-----s17 wit IT? - teal Y S« Ran : gam ° a.", € it au*. iiia a ., till ; A . m IN1! till .: '' , 11 11 r-1. < _ a-.;.7. 1;... III 111 1111 1 i Iit s yell, laiaE ;, " , 4ill as SUlt El auso L.._. i t I Tx Il l t/ it 11 f' • 1111 111111111 " NUM nine H. 1111 r II ff lit‘'. z Ill I l l It tit.. 1 iter r STUDIO M CONCEPTUALSOUTHELEVATION1 1 rt. t---if/ illi!! 1110 ''' -:,- 4 .:: 1 II 1111 I., ... T YT:- lill 1 / I it', II ,! 1,, i___„, 4ift 4. ,_ ,, ow,.., __ 1- _ - 1 1 ism+ !. 41. 1. 4 4 Wm I ; ii :/ 1::'' hi 1111 f•-•,,,----. ... • -: oil umix 3 MN 11::: El 1211.- J 1: 10 gi. 1 MIMI II " 1i 111.! 11 III 411111 111111 I ( a , ;........ 41 II I! II II if I! I! II J .. 1`,.. ?-,,-.:.., -- • . •'''•— I 1 1141: nil 1: J1t. -- 4.11 ,'.-- -.;,,;!. I, ,.., _. a. 1, I; t1, illi 11 II i: LZ: 46: A 94..... 14. i. ; 4,-,-.:-. : . ..:;;744;......7.-.... i. 17.';;,:: Mi Ili" NMI c.'''. 4; s• it'. • " iii. ,. i . 1 A ' .-r-; . ...-. c., tit! AvYr' I' PG:IF II I 1 tt.- ''',.• , , :,,,-,.. 41:.:.. i 11 ill li - - I . 1ii lilt - '.'"''''-'-'"-' • 111 lin s, %....."p• .. -4 •:-....-' nkcra4 -..,,.,:- ile . III 1111 1 ' .f t 1 • it •_.' ,, j_ „ Q. I ‘ , 11111111 i -!- 1 ...': • . 4:,: 1- 7 141- 1;.% :, li_ g ft. 4 i, . . ' 1 I• 1 '' 1. 4 1--'_,... 1 _ 1i . . If. 1---- --- 7----- ,.- - , 1 7--- - -- _ _._:=.-_:._-__-. ___----- :::-_._ , 7------:.?"-^ 7-..- - 7:-- -- -.- - - - _-. ., - r_. _, - • STUDIO M CONCEPTUALPERSPECTIVE rebms,1720.232 BERTB _ A ASSOCIATESSCHFRANK LAND SURVEYING & CONSULTING February 17,2023 South Bend Plan Commission 227 W.Jefferson Boulevard 14th Floor County City Building South Bend,Indiana 46601 Re: Rezoning for: University of Notre Dame—Law Center 1007 and#1011 Howard Street South Bend,Indiana The University of Notre Dame owns the parcels located at #1007 and #1011 Howard Street within South Bend, Indiana. The University is requesting to rezone the parcels listed above from Urban Neighborhood I (UI) to Neighborhood Center(NC).We believe that the Neighborhood Center Zoning would allow the University to develop a three-story office building of approximately 24,000 GSF (8,000 SF/floor). This office building will serve as a transition area from the Neighborhood Center(NC)zoning to the east and south toward the Urban Neighborhood 1 U1)zoning to the north and west.The University of Notre Dame also owns the Ul parcels to the immediate North and West of the parcels in this request. Neighborhood Center and Urban Flex zoning were both considered for this request.These two zoning options have similar building types,setback,height,and landscaping requirements. We determined that Neighborhood Center would most closely align the intended use with the current zoning ordinance.The driving factor in that determination was that the allowed Principal Use in NC would permit the office building to be open for walk-ins,as opposed to"appointment only"in UF.Also,UF has a 5,000 SF total non-residential or non-civic use maximum. These two constraints were the driving factor to request Neighborhood Center rezoning. The University of Notre Dame is committed to working with the community and the zoning board to ensure that this rezoning is done in a responsible and sustainable way that is consistent with the community's values and interests. This proposed development will serve as a pleasant buffer from the existing developments to the urban neighborhood.We are happy to provide any additional information or answer any questions you may have about the proposal. Thank you for your consideration of this request.We believe that this rezoning will have a positive impact on the community and will contribute to its growth and development for years to come. Sincerely, Bertsch-Frank&Associates,LLC it/dfpit 29 Re .eicieherii Wayne Richardson,PE,CPESC Associate Principal,Director ofEngineering 811 Lawrence Drive • Fort Wayne • Indiana • 46804 •Telephone (260) 459-9393 www.bertschfrank.com Bertsch—Frank&Associates,LLC Rezoning for#1007 and#1011 Howard Street February 17,2023 Page 2 of 2 Rezoning Options Analysis Table Zoning District UF Urban Neighborhood Flex NC Neighborhood Center Building Type Shop,Stacked Flats Shop,Stacked Flats Principal Use Professional Offices*; Allowed) Professional Offices* General Retail&Services Principal Use General Retail&Services; Special Exception)College/University College/University 5,000 SF total non-residential or non-civic Building Design use maximum 55'or 4 stories(Portions of a primary building in excess of 40'or 3 stories Building Height shall be located at least 40'from a Si,U1,or U2 District) Front/Corner Setback 5' Min;15'Max 0'min;12'max 5'min(not required between attached Side Setback dwellings) 0'min (5'min if provided) Rear Setback 5'min(20'min adjacent to ground floor residential) Side and Rear Setback 0'when abutting an alley Per the South Bend Zoning Ordinance: 21-06.01(i)Professional Offices-A facility for the processing,manipulation,or application of information or professional expertise, including by businesses,nonprofit organizations,and the government.When such facility offers services to the public,they are typically provided at set appointments or meeting times,not on a walk-in basis. 811 Lawrence Drive • Fort Wayne • Indiana 46804 • Telephone (260) 459-9393 • www.bertschfrank.com 130- 3131Ja..+ 11. 0W, i631. 01. ro3. 3ev> r 3... 01c:-'. n-, w, 0ru. t,. s3ns.. 60aa 633710. 002/. n. 6. c. 1. 5, x1 Ul = . 131tlU5 '+ M asra. sw. a,.. lcuw. eiw ii orCvi 3i.Wyos n.. nz• nvna fa... lxro. dmos. e. l v sno, trun: attad OM. a 3311. 4 5$ 33„ 3[ 3e... 0133, 13e._ • r. nOS 01 000. 33•••• 33 C,. LYN 01... wm3$ 401. 0. 103. 11. 13-63$401. 0. 103. 11.133$401. 0. 103. 11. 13- 6 311. 1. 1$ 111... ww6. 111,. 1, 13630. 71. 0313e r. r_ r. 0. 3013'- e1. p3.. 4M000.. M,... 1% Waft 3115, 7 _. wunRoxca e., n..-., 0. ra. 301. o.. o. mine l 3. 117. •W.. 0010u. o... al. 6.. 00101. 42.+. 00 we S. v.' e. raa.- 0... o3a 5- 5- 4a r) 37. 3703 113a. 16. a wad 33.. 1335131 eic• 183I- 1 O. 1c.. 33. au 16. c.0• 11. 1. 61. 0• 11. 1. 61 ays JNIdVOSONtl' 1 t m 0 Sc no. 3e.. e. 31, d. e y " y X Cn Se., s3. 1, 9 WYSS., . 0, I 1S OENMOH C p G a 0. 11,,, 3, 3.-, 0; 10< ww: 11. 001. 1, . 3~ n __-$. 0. 11C 0, c30g s3n.. 3o 0$ 100, 1 113103. e 9 P V 13, 40,.. 1& 13Nn 11C. 0$ 9. 1. 6N. n 130,.. 0336 e6 I Ssa.. 3. e ... C. a..] 0: so,. x„ 63. w CI c10$ 10 315 5310NA_ INVIvg31YJS U go e Mom., a a 3..,, 1.,.. 3. al0010 01, alw, ee6cn,. 3,. 30 A p Cl) S ... c. a0.. n0.. ls. rb. OM.. 000V law. J.. 1. s.. W a--- Li? 3109 Sus p, i to Fi s 1. 1!!. 1. 100 T lN3wNcr. nN3 3Ls SI3., 05 3 . x3+ v c xu m M 3O MIS 1. 530 ma: a... Jo. 1. 316v3. 0 Nall CAT, 0Yirt. 3. 0 3___ _ - 5._.. _3 ZQ o n. YM.,. loran 0. a., 1. 111- 3. 101. 0 CMS 57. 1 fD T3tt__,,,,,, MAO WOW* W. WWILO., 35: s0wrc«:. ues« I u, 3d0.< c i` 3c. u3'` nr $.» -- y' 0 Of G r 173, 3C 0m1. n, 3. I. rv0, e63aa63 5:_ 33. 3n0ca1101L33a. 3a,+ wiw01. 301WWI1131... 1 ' A"bt aa) rwuo... o- a.. e.'» an' a0sro 1 rt s nro svisr( II n.. w0v. we. em MA6.. 10. 1111'. 01134. 1. S301na3S Aulllfl 3L$[ 3arc36. v. 30S a3. 3a1s- M' raa 01 401. 0311N 37 r, vm305 1 IIPMeJ( I3'IQP'SILflIt.Y§11 / JNM21Vd4 SS300V s> sr. sa. -. own mscm OK 0. ro3, 1 anxi e3on3a=%' 1s I i_ y V///////' 3 eye 3SW1„ ln 1. m3e' a40 nalmr. css u0u: xl, ssM, 1::1Ji .• 11. 11100. e 3Y, 1 e' J. W 3. o. k3rm, 33. 616..<.; 0. 1, r n. 1. 3, 4. 31.. 3. 03• 1 Okxa 3i1 UNA. Oas+ 305; i I 1 1.. 106 . t,.,.,...... 0... 13 2202110. pw1. nallt1., 1e1.>. son: ne.. 13 , 63 1e1, i simm. 1> 0AO. 7r1 3. 0. 55 Moro.. x01103130. 332510010405eJ, k3wl. vtsi. 3 d0c33, 10000ca. Orca 1. 10101011. 53a• 1. 07. 0. 10330 r. 33... n01. 5.., ec. 1, A01. cc. 333.. t I Sv0. 4.. w ar. w 61. u343ar jaa. 00r.. 13y. v.., 20. 102. 1. 0 30. 3. I I 71. 010 as WWWW.. e...• maa.. 0) a1 3w ec_ vzs- ornrn. 3bn 33 o1. 1111a. x., 031:, 03e 100- 43330 1. t,, r 100.. 0..., 0... 0. W aa0r. c; ev':: v n, l. a3r5v" a, s 11 ' 14.llr/`, I Sn1011tlON3Y01003a` JNINOLf 1N3W3` JVNVW a31VN11. a0is 7 BovNroaa 1 I ! JA'/ ISI I j r m OS . t 3NJ5 I. I 4 ix Ir aa, PII EVi/ ice 1s aavMOH 1' L i; I I. 71 z i % li! 4---.1 I I I 1 C7 1 f,r p r 1 1SAC103NSt013 Ib-..', WO n s I 1 1 1: ram= 4,,,,,,,,-; m D) — I 11% 1. 1. } y l 1 j • I 1:•.: C ret r. GI II 1 . o !: oft J A9( i // 1 an . T I it ( i 0 W"el—id.1g- II x Z I3 G3 " I I za, • 1I 8 c 11 LI 1 Peon r ,k1008.51-----"' J 1 1Z Z Z 1200N COUNTY-CITY BUILDING b p4spUTH 8'40 ,n PHONE 574.235.9216 227 W. JEFFERSON BLVD. fA. .FAX FAX 574.235.9928 SOUTH BEND,INDIANA 46601-1830 r U Si i w 2 q .PEACE (' y i 1865 CITY OF SOUTH BEND, IN JAMES MUELLER,MAYOR DEPARTMENT OF ADMINISTRATION AND FINANCE February 22,2023 Sharon McBride,President City of South Bend Common Council 227 W.Jefferson Boulevard,4th Floor FEb2 Ic South Bend,Indiana 46601 DAWN M.JONES CITY CLERK SOUTH BEND, IN RE:Salary Ordinance Amendment Dear President McBride, On October 10,2022,the South Bend Common Council passed Ordinance No. 10894-22,which fixed maximum salaries and wages of appointed officers and non-bargaining employees of the City of South Bend for the calendar year 2023. We now request an amendment to this non-bargaining salary ordinance,specifically to make the following changes: Establish a full-time City Attorney position(with a 2023 salary cap of$110,451) Increase the salary cap for the Diversity Compliance/Inclusion Officer position(from the current 2023 cap of 85,967 to an amended 2023 cap of$95,000) Increase the salary cap for the Executive Director of Human Rights position(from the current 2023 cap of 78,662 to an amended 2023 cap of$92,500) I will present this bill to the Common Council at the appropriate committee and Council meetings.It is requested that this bill be accepted for 1st reading on February 27,2023,with 2nd reading,public hearing and 3rd reading scheduled for March 13,2023,to coincide with the first quarter budget adjustment bills. Thank you for your attention to this request.If you should have any questions,please feel to contact me at 574-235- 9822. Regards, iilit 14 Kyle Willis City Controller i FED BILL NO. 08-23 DAWN M.JONES ORDINANCE NO. CITY CLERK SOUTH BEND, IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,AMENDING ORDINANCE NO. 10894-22, WHICH FIXES MAXIMUM SALARIES AND WAGES OF APPOINTED OFFICERS AND NON-BARGAINING EMPLOYEES OF EXECUTIVE DEPARTMENTS OF THE CITY OF SOUTH BEND FOR CALENDAR YEAR 2023,TO ESTABLISH ONE NEW FULL-TIME POSITION AND AMEND THE MAXIMUM SALARIES OF TWO EXISTING FULL-TIME POSITIONS STATEMENT OF PURPOSE AND INTENT On October 10, 2022, the South Bend Common Council passed Ordinance No. 10894-22, which fixed maximum salaries and wages of appointed officers and non-bargaining employees of the executive departments of the City of South Bend for the calendar year 2023. Since the enactment of Ordinance No. 10894-22, the City's executive has determined that it is appropriate and necessary to amend the list of non-bargaining City positions and their maximum salaries approved under Ordinance No. 10894-22. Specifically, this ordinance establishes one new full-time position (City Attorney) and increases the salary caps for two existing full-time positions (Executive Director of Human Rights and Diversity Compliance/Inclusion Officer), as reflected in the amended list attached to this ordinance as Exhibit A. NOW,THEREFORE,BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. Ordinance No. 10894-22 is hereby amended to include the non-bargaining positions and maximum salaries set forth in Exhibit A attached hereto. The positions affected by this ordinance are highlighted for ease of identification. SECTION II. All other portions and sections of Ordinance No. 10894-22 are unaffected by this amendment and are reconfirmed. SECTION III. This ordinance shall be in full force and effect from and after its passage by the Common Council and approval by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana on the day of 2023, at o'clock . m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m James Mueller, Mayor City of South Bend, Indiana II+.,! - rffi,.7;e I 1 DAWN M.JONES CITY CLERK. SOUTH BEND,IN Exhibit A to Amended 2023 Nonbargaining Salary Ordinance City of South Bend,Indiana Salary Cap Increase Amended 2023 Nonbargaining Salary Ordinance Schedule Increase Maximum Salaries 1 3.0% 1 2019 2020 2021 2022 2023 Job Title Status Salary Cap Salary Cap Salary Cap Salary Cap Salary Cap %increase 311 Customer Service Liaison Full Time 45,610 46,522 46,662 47,829 49,264 3.00% 311 Customer Service Liaison II Full Time 47,397 48,345 48,490 __ 49,702 52,684 6.00% Accounting Assistant Full Time 44,500 45,390 45,526 i 46,664 48,064 3.00% Accounting Clerk IV Full Time 34,675 35,369 35,475, 36,362 37,453 3.00% Accounts Payable Administrator Full Time 36,466 37,195 37,307, 38,240 39,387 3.00% Administrative Assistant I Full Time 41,336 42,163 42,289 43,346 44,646 3.00% Administrative Assistant II Full Time 42,558 43,409 43,539_ 44,627 45,966 3.00% Animal Welfare Assistant Full Time 35,899 36,617 36,727 37,645 38,774 3.00% Animal Welfare Officer Full Time 36,167 36,890 37,001 I 37,926 40,000 5.47% Applications Developer I Full Time 56,896 59,741 59,920 _ 68,788 70,852 3.00% Applications Developer II Full Time new title 74,492 76,727 3.00% Assistant City Attorney Full Time 89,284 91,070 91,343 93,627 96,436 3.00% Assistant City Attorney/ClaimsAdjuster Full Time 78,697 80,271 80,512 _ 82,525 85,001 3.00% Assistant City Engineer Full Time 85,568 87,279 87,541, 89,730 95,114 6.00% Assistant Director of Applications Full Time 68,931 70,310 70,521 _ 85,302 87,861 3.00% Assistant Director of Communication Center Full Time 56,308 57,434 57,606 _ 59,046 60,817 3.00% Assistant Director of Distribution Full Time 53,490 54,560 54,724 56,092 57,775 3.00% Assistant Director of Growth&Opportunity(formerly Assistant Director of E Full Time new 75,327 77,210 79,526 3.00% Assistant Director of Recreation Full Time 60,724 61,938 62,124 1 63,677 65,587 300% Assistant Director of SCADA Information Systems Full Time 68,931 70,310 70,521 72,284 74,453 3.00% Assistant Director of Ticket Sales&Strategy(formerly Manager-Assistant Full Time 39,453 40,242 40,363 41,372 52,000 2569% Assistant Manager-Customer Service Full Time 48,379 49,347 49,495' 50,732 52,254 3.00% Budget Analyst-Senior Full Time 64,945 66,244 66,443 68,104 70,147 3.00% Building and Code Inspector Full Time 51,893 52,931 53,090 i 54,417 56,050 3.00% Building Commissioner Full Time 93,770 95,645 95,932 I84,161 86,686 3.00% Building Inspector Full Time 49,637 50,630 50,782 52,052 53,614 3.00% Business&Resource Specialist Full Time new 65,000 66,625 68,624 3.00% Business Analyst Full Time 54,100 55,182 55,348 _ 56,732 60,136 6.00% Business Analyst-Senior Full Time title change 59,000 59,17760,656 65,508 8.00% Business Development Specialist Full Time 57,192 58,336 58,511 ' 59,974 61,773 3.00% Chemist Full Time 51,549 52,580 52,738 54,056 55,678 3.00% Chemist Lead Full Time 54,833 55,930 56,098 57,500 59,225 3.00% Chief Building Inspector Full Time 60,724 61,938 62,124'_ 63,677 65,587 3.00% Chief Code Inspector Full Time 60,724 61,938 62,124 i 63,677 65,587 3.00% Chief Community Officer(formerly Director of Community Initiatives) Full Time new 88,500 88,766,_ 90,985 93,715 3.00% Chief Development Officer Full Time new title 106,804 100.00% Chief Innovation Officer Full Time 106,423 108,551 108,877 118,676 122,236 3.00% Chief Neigborhoods Officer Full Time 83,432 95,645 95,932'._ 98,330 101,280 3.00% Chief of Park Operations(formerly Director of Facilities&Grounds) Full Time 75,000 76,500 76,730 195,000 13.10% Chief of Staff to the Mayor Full Time 78,858 98,500 98,796 101,266 104,304 3.00% Chief Planner Full Time 80,651 82,264 82,511 , __ 97,851 100,787 3.00% ChiefTechno/ yOfficer Full Time 106,423 108,551 108,877 111,599 114,947 3.00% 11111111111111111111111111.1111111.11. 1111.11111.11 City Clerk Secretary Full Time 34,764 35,459 35,565 36,454 37,548 3.00% City Controller Full Time 121,904 124,342 124,715 127,833 131,668 3.00% City Engineer Full Time 106,423 108,551 108,877 111,599 121,643 9.00% Club Pro Municipal Golf Course Full Time 52,235 53,280 53,440 54,776 56,419 3.00% Code Inspector Full Time 42,529 43,380 43,510 44,598 45,936 3.00% CodeInspector-Senior Full Time 45,190 46,094 46,232 47,388 48,810 3.00% Commercial Combination Inspector Full Time 52,119 53,161 53,320 54,653 56,293 3.00% Communication Specialist I Full Time 37,726 38,481 38,596 39,561 40,748 3.00% Communication Specialist II Full Time 46,735 47,670 47,813 49,008 50,478 3.00% Communication Specialist Ill Full Time 48,426 49,395 49,543 50,782 52,305 3.00% Contract Compliance Administrator Full Time new 57,000 57,171 58,600 62,994 7.50% Corporation Counsel Full Time 127,126 129,669 130,058 133,309 137,308 3.00% Court Liaison Full Time 36,317 37,043 37,154 38,083 39,225 3.00% Crime Analyst Full Time 39,782 40,578 40,700 41,718 42,970 3.00% Crime Resource Specialist Full Time new 50,000 51,250 52,788 3.00% Custodian Full Time 25,982 30,000 30,090 32,000 32,960 3.00% Data Entry/Alarms Coordinator Full Time 33,091 33,753 33,854 34,700 35,741 3.00% Data Entry Specialist Full Time 38,494 39,264 39,382 40,367 41,578 3.00% Data Entry Specialist II Full Time 32,465 33,114 33,213 34,043 35,064 3.00% Departmental System Specialist Full Time 49,637 50,630 50,782 52,052 53,614 3.00% Deputy Building Commissioner Full Time 67,049 68,390 68,595 70,310 72,419 3.00% Deputy Chief of Staff to the Mayor Full Time 74,914 76,412 76,641 78,557 80,914 3.00% Deputy Chief Technology Officer Full Time 84,660 86,353 86,612 88,777 91,440 3.00% Deputy City Controller Full Time 99,367 101,354 101,658 104,199 110,451 6.00% Deputy Director of Community Investment Full Time new 103,691 110,451 6.52% Deputy Director of Human Resources Full Time 78,030 79,591 79,830 89,000 91,670 3.00% Deputy Director of Public Works Full Time 99,367 101,354 101,658 104,199 110,451 6.00% Deputy Director of Venues,Parks&Arts Full Time 99,367 101,354 101,658 104,199 110,451 6.00% Design Specialist Full Time title change 58,033 58,207 59,662 64,435 8.00% Digital(Forensic)Lab Technician Full Time 56,100 57,222 57,394 58,829 60,594 3.00% Digital Communications&Multimedia Training Coordinator Full Time 56,182 57,306 57,478 58,915 60,682 3.00% Director-Environmental Compliance(formerly Manager-Environmental C Full Time 71,776 73,212 73,432 75,268 82,126 9.11% Director-Wastewater Utility(formerly Director of Utilities) Full Time 97,419 99,367 99,665 102,157 98,671 -3.41% Director-Water Operations(formerly Manager-Operations) Full Time 71,394 72,822 73,040 74,866 82,126 9.70% Director-Water Utility(formerly Assistant Director of Utilities) Full Time 86,489 88,219 88,484 90,696 98,671 8.79% Director of 311 Customer Service Full Time 76,407 77,935 78,169 80,123 82,527 3.00% Director of Applications Full Time 76,407 80,227 80,468 89,078 91,750 3.00% Director of Booking&Event Services Full Time 61,194 62,418 62,605 64,170 66,095 3.00% Director of Business Analytics Full Time 76,407 77,935 78,169 80,123 84,930 6.00% Director of Central Services Full Time 99,367 101,354 101,658 94,500 97,335 3.00% Director of City Finance Full Time new title 85,152 97,000 13.91% Director of Civic Innovation Full Time 76,407 77,935 78,169 80,123 82,527 3.00% Director of Civilian Services Full Time 62,424 63,672 63,863 65,460 67,424 3.00% Director of Communication Center Full Time 66,796 68,132 68,336 70,044 72,145 3.00% Page 1 Exhibit A to Amended 2023 Nonbargaining Salary Ordinance City of South Bend,Indiana Salary Cap Increase Amended 2023 Nonbargaining Salary Ordinance Schedule Increase Maximum Salaries I 3.0% 2019 2020 2021 2022 2023 Job Title Status Salary Cap Salary Cap Salary Cap Salary Cap Salary Cap %increase Director of Communications Full Time 67,018 68,358 68,563 70,277 72,385 3.00% Director of Communications&Radio Full Time 60,120 61,322 61,506 63,044 64,935 3.00%. Director of Community Outreach Full Time 65,704 67,018 67,219 68,899 70,966 3.00% Director of Community Police Review Office Full Time new 65,000 66,625 68,624 3.00% Director of CSO Project Management Full Time 85,172 86,875 87,136 89,314 91,993 3.00% Director of Customer Service&Billing Office Full Time 75,641 77,154 77,385 79,320 82,126 3.54% Director of Department Finance Full Time 67,885 69,243 69,451 77,012 79,322 3.00%I Director of Development-Venues,Parks&Arts Full Time 57,222 58,366 58,541 60,005 61,805 3.00%' Director of Distnbution Full Time reinstated 80,000 80,240 82,246 85,444 3.89% Director of Engagement&Economic Empowerment Full Time 80,651 82,264 82,511 84,574 87,111 3.00%' Director of Equipment Services Full Time 75,000 76,500 76,730 78,648 81,007 3.00% Director of Experience(VPA) Full Time 65,000 66,300 66,499 68,161 70,206 3.00% Director of Facilities Management Full Time 67,350 68,697 68,903 70,626 72,745 3.00% Director of Financial Services(Park Administration) Full Time 67,885 69,243 69,451 title change Director of Financial Services(Water Utility) Full Time 67,885 69,243 69,451 title change Director of Growth&Opportunity Full Time 80,651 82,264 82,511 84,574 87,111 3.00% Director of Human Resources Full Time 91,898 93,736 94,017 96,367 99,258 3.00%' Director of Infrastructure Full Time 76,407 77,935 78,169 80,123 82,527 3.00%I Director of Marketing-Public Works Full Time 67,018 68,358 68,563 70,277 72,385 3.00% Director of Marketing&Promotions Full Time 58,030 59,191 59,369 60,853 62,679 3.00% Director of Neighborhood Health&Housing Full Time 80,651 82,264 82,511 84,574 87,111 3.00% Director of Neighborhood Services&Enforcement Full Time 78,030 81,932 82,178 84,232 86,759 3.00% Director of Office of Sustainability Full Time 83,620 85,292 85,548 87,687 90,318 3.00% Director of Operations-Venues Full Time 91,800 93,636 93,917 96,265 99,153 3.00% Director of Operations-Wastewater(formerly Manager-Operations) Full Time 71,394 72,822 73,040 74,866 85,444 14.13%' Director of Public Works Full Time 121,904 124,342 124,715 127,833 131,668 3.00% Director of Purchasing Full Time 81,600 83,232 83,482 85,569 90,000 518% Director of Purchasing&Logistics(Police Dept) Full Time 70,000 71,400 71,614 73,404 75,606 3.00%' Director of Recreation Full Time 75,452 76,961 75,000 76,875 79,181 3.00% Director of Redevelopment Engineering Full Time 101,167 103,190 103,500 106,088 109,271 3.00% Director of Redevelopment Finance Full Time 73,440 74,909 75,134 title change Director of SCADA Information Systems Full Time 79,494 81,084 81,327 83,360 85,861 3.00%'' Director of Services Full Time 76,407 77,935 78,169 80,123 82,527 3.00%I Director of Solid Waste Full Time 73,140 74,603 74,827 76,698 78,999 3.00% Director of Streets&Sewers Full Time 86,489 88,219 88,484 90,696 93,417 3.00% Director of Ticket Sales&Strategy(formerly Director of Box Office&Event Full Time 64,000 65,280 65,476 67,113 69,126 3.00% Director of Treasury Full Time 77,681 79,235 79,473 85,569 97,000 13.36% Director of Wastewater Maintenance Full Time 74,285 75,771 75,998 77,898 82,126 5.43% Director of Water Quality&Laboratory Full Time 74,285 75,771 75,998 77,898 82,126 543% Distribution Records Drafter Full Time 43,096 title change Distribution System Specialist Full Time 70,039 71,440 71,654 73,445 75,648 3.00%I Diversity Compliance/Inclusion Officer Full Time 79,591 81,183 81,427 83,463 95,000 13.82% Engagement Specialist Full Time 57,192 58,336 58,511 59,974 61,773 3.00%1 Equity Arts Coordinator Full Time new title 60,000 100.00% Event Service Technician II Full Time 32,613 33,265 33,365 34,199 35,225 3.00% Evidence Technician Full Time 42,459 43,308 43,438 44,524 45,860 3.00%' Executive Administrative Assistant Full Time 42,987 43,847 43,979 45,078 46,430 3.00%' Executive Assistant Full Time 55,740 56,855 57,026 58,452 60,206 3.00% Executive Assistant and Director of Special Projects Full Time 55,251 56,356 56,525 57,938 59,676 3.00% Executive Director of Community Investment Full Time 106,423 108,551 108,877 118,676 122,236 3.00% Executive Director of Human Rights(formerly Director of Human Rights) Full Time 72,828 74,285 74,508 76,371 92,500 21.12% Executive Director Venues,Parks&Arts Full Time 119,646 122,039 122,405 125,465 129,229 3.00% Financial Specialist I Full Time 36,466 37,195 37,307 38,240 39,387 3.00%I Financial Specialist II Full Time 39,782 40,578 40,700 41,718 42,970 3.00% Financial Specialist Ill Full Time 44,500 45,390 45,526 46,664 48,064 3.00%I Financial Specialist IV Full Time 49,277 50,263 50,414 51,674 53,224 3.00%' Financial Specialist Senior Full Time 56,356 57,483 57,655 59,096 60,869 3.00% Fingerprint/Photo Technician Full Time 38,557 39,328 39,446 40,432 41,645 3.00% Firearms IBIS/NIBIN Tech Full Time 45,900 46,818 46,958 48,132 49,576 3.00% Foreman IV Full Time 49,827 50,824 50,976 52,250 53,818 3.00% Foreman V Full Time 49,827 50,824 50,976 52,250 53,818 3.00% Forensic Lab Tech Full Time 61,200 62,424 62,611 64,176 66,101 3.00%' Forensic Scientist/Firearm&Tool Mark Examiner Full Time 74,460 75,949 76,177 78,081 80,423 3.00%1 Forensic Scientist/Firearm&Tool Mark Examiner Trainee Full Time 61,200 62,424 62,611 64,176 66,101 3.00% General Manager-Golf Courses(formerly Director of Golf Operations) Full Time 65,466 66,775 66,975 68,649 78,797 14.78% General Manager-Venues Full Time 100,470 102,479 102,786 105,356 108,517 3.00% GIS Manager Full Time 64,361 65,648 65,845 67,491 69,516 3.00%I GIS Specialist-Senior Full Time 52,116 53,158 53,317 54,650 56,290 3.00% Grants Administrator Full Time 62,898 64,156 64,348 65,957 67,936 3.00% Graphic Designer Full Time 49,827 50,824 50,976 52,250 53,818 3.00% Greenskeeper Full Time 47,278 48,224 48,369 49,578 51,065 3.00% Hearing Secretary Full Time 41,062 41,883 42,009 43,059 44,351 3.00% Historic Preservation Administrator Full Time 57,192 58,336 58,511 59,974 61,773 3.00% Historic Preservation Specialist Full Time 42,840 43,697 43,828 53,341 54,941 3.00% Horticulturist Tech Full Time 49,827 50,824 50,976 52,250 53,818 3.00%. Housing Counselor Full Time 67,049 68,390 68,595 70,310 72,419 3.00% Human Resource Generalist-Senior Full Time 63,672 67,492 67,694 69,386 71,468 3.00% Human Resources Generalist(formerly Human Resources Specialist IV) Full Time 49,278 50,264 50,415 51,675 53,225 3.00% Human Resources Generalist/Benefits Coordinator Full Time 42,448 43,297 43,427 44,513 45,848 3.00% Human Resources Specialist III Full Time new title 48,500 49,955 3.00% HVAC Technician Full Time 49,827 50,824 50,976 52,250 53,818 3.00% Industrial Pretreatment Specialist I Full Time 54,864 55,961 56,129 57,532 59,258 3.00%I Intake Officer/Investigator Full Time 36,347 37,074 37,185 38,115 39,258 3.00% Internal Auditor Full Time 62,808 64,064 64,256 65,862 67,838 3.00% Inventory Control Technician II Full Time 38,288 39,054 39,171 40,150 41,355 3.00%1 Investigator II Full Time 41,663 42,496 42,623 43,689 45,000 3.00%' Investigator III Full Time 44,321 45,207 45,343 46,477 47,871 3.00% Page 2 Exhibit A to Amended 2023 Nonbargaining Salary Ordinance City of South Bend,Indiana Salary Cap Increase Amended 2023 Nonbargaining Salary Ordinance ScheduleIncrease Maximum Salaries I 3.0% I 2019 2020 2021 2022 2023 Job Title Status Salary Cap Salary Cap Salary Cap Salary Cap Salary Cap %increase Investigator IV Full Time 46,979 47,919 48,063 49,265 50,743 3.00%' Investigator V Full Time 49,278 50,264 50,415 51,675 53,225 3.00% Investigator VI Full Time 50,502 51,512 51,667 52,959 54,548 3.00%. Laboratory Technician Full Time 34,764 35,459 35,565 36,454 37,548 300% Latent Fingerprint Examiner Full Time 56,100 57,222 57,394 58,829 60,594 3.00% License Clerk Full Time 39,782 40,578 40,700 41,718 42,970 3.00% Licensing&Registration Administrator Full Time 53,623 54,695 54,859 56,230 57,917 3.00% Locator Full Time 43,903 44,781 44,915 46,038 47,419 3.00% Logistics Specialist Full Time new 40,578 40,700 41,718 42,970 3.00% Maintenance Foreman 11 Full Time 39,304 40,090 40,210 41,215 42,451 3.00%, Maintenance Technician Full Time 51,000 52,020 52,176 53,480 55,084 3.00% Manager-Animal Resource Center Full Time 52,444 56,377 56,546 57,960 63,000 8.70% Manager-Aquatics Full Time new 56,000 57,400 59,122 300% Manager-Assistant Animal Resource Center Full Time 44,163 45,046 45,181 46,311 50,000 7.97%I Manager-Assistant Facility Operations Full Time 37,063 37,804 37,917 38,865 40,031 3.00%I Manager-Athletics Full Time 49,827 50,824 56,000 57,400 59,122 3.00% Manager-Benefits Full Time 60,655 61,868 62,054 63,605 65,513 3.00% Manager-Billing and Customer Accounts Full Time 58,566 59,737 59,916 61,414 63,256 3.00% Manager-Business Development Full Time 67,049 68,390 68,595 70,310 72,419 3.00% Manager-Center Full Time 55,000 56,100 56,000 57,400 59,122 3.00% Manager-Cross Connection&Water Loss Full Time new title 69,765 71,858 3.00% Manager-CSO Operations Full Time 63,017 64,277 64,470 66,082 68,064 3.00% Manager-Customer Service Full Time 56,500 57,630 57,803 59,248 61,025 3.00% Manager-Data&GIS Full Time 68,931 70,310 70,521 72,284 74,453 3.00% Manager-Employee Safety Full Time 62,661 63,914 64,106 65,709 67,680 3.00% Manager-Employment(Human Rights) Full Time 54,465 67,565 63,000 64,575 66,512 3.00% Manager-Events Full Time 49,827 50,824 50,976 52,250 53,818 3.00% Manager-Facilities Full Time 64,033 65,314 65,510 67,148 69,162 3.00% Manager-Facility Operations Full Time 52,444 53,493 53,653 54,994 56,644 3.00% Manager-Facility Operations(MPAC) Full Time 61,194 62,418 62,605 64,170 66,095 3.00% Manager-Housing(Human Rights) Full Time 54,465 67,565 63,000 64,575 66,512 3.00% Manager-Inclusion Project Full Time 52,000 57,000 57,171 58,600 65,023 10.96% Manager-Industrial Pretreatment Full Time 62,612 63,864 64,056 65,657 67,627 3.00%I Manager-Infrastructure Full Time 68,931 70,310 70,521 72,284 74,453 3.00% Manager-Interactive Marketing Full Time 49,827 50,824 50,976 52,250 53,818 3.00% Manager-Maintenance Full Time 66,856 68,193 68,398 70,108 72,211 3.00%1 Manager-Maintenance(MPAC) Full Time 61,195 62,419 62,606 64,171 66,096 3.00% Manager-Marketing Full Time 58,030 59,191 59,369 60,853 62,679 3.00% Manager-Meter Service Full Time 66,855 68,192 68,397 70,107 72,210 3.00% Manager-Neighborhood Grants Full Time 67,049 68,390 68,595 70,310 72,419 3.00% Manager-Office Full Time 38,019 38,779 38,895 39,867 41,063 300% Manager-Operations Full Time 71,394 72,822 73,040 74,866 77,112 3.00% Manager-Operations-AmeriCorps Full Time 40,800 46,000 46,138 47,291 48,710 3.00% Manager-Operations-Distribution Full Time 68,042 69,403 69,611 71,351 73,492 3.00% Manager-Operations-Forester Full Time 64,033 65,314 65,510 67,148 69,162 3.00% Manager-Park Grounds Manager Full Time 64,033 65,314 65,510 67,148 69,162 3.00% Manager-Permits Full Time 50,414 51,422 51,576 52,865 54,451 3.00% Manager-Print Shop Full Time 49,010 49,990 50,140 51,394 52,936 3.00% Manager-Production Full Time 49,827 50,824 50,976 52,250 53,818 3.00% Manager-Property&Evidence Full Time 44,737 45,632 45,769 46,913 48,320 3.00% Manager-Property Development Full Time 67,049 68,390 68,595 70,310 72,419 300% Manager-Public Construction Full Time 69,080 70,462 70,673 72,440 74,613 3.00% Manager-Purchasing Full Time 68,931 70,310 70,521 72,284 74,453 3.00% Manager-Records Bureau Full Time 38,889 39,667 39,786 40,781 42,004 3.00% Manager-Service Contracts&General Supplies Full Time 61,200 62,424 62,611 64,176 66,101 3.00% Manager-Service Line Repair Full Time 66,855 68,192 68,397 70,107 72,210 3.00%, Manager-Services Full Time 61,703 62,937 63,126 64,704 66,645 3.00% Manager-Sewer Operations Full Time 68,931 70,310 70,521 72,284 74,453 3.00% Manager-Solid Waste Operations Full Time 64,272 65,557 65,754 67,398 69,420 3.00% Manager-Special Events Full Time 58,030 59,191 59,369 60,853 62,679 3.00% Manager-Streets Full Time 68,042 69,403 69,611 71,351 73,492 3.00% Manager-Traffic&Lighting Full Time 68,042 69,403 69,611 71,351 73,492 3.00% Manager-Utility Purchasing&Storeroom Full Time 54,121 55,203 55,369 56,753 58,456 3.00% Manager-Water Distribution Services&Records Full Time title change 52,000 52,156 53,460 65,000 21.59% Manager-Wireless Construction Full Time 67,320 68,666 68,872 70,594 72,712 3.00% Manager-Youth Employment Full Time new 50,824 56,000 57,400 59,122 3.00%I Naturalist Full Time 37,810 38,566 eliminated Neighborhood Grant Specialist Full Time new 53,341 54,941 300% Neighborhood Program Specialist Full Time 51,117 52,139 52,295 60,000 61,800 3.00% Neighborhood Program Specialist-Lead Full Time new 53,000 60,000 61,800 300%' Network Engineer Full Time 64,665 65,958 66,156 67,810 69,844 3.00% Non Bargaining Maximum Hourly Rate(excluding above) Part Time 30.92 31.54 31.63 32.42 33.39 3.00% Operations Analyst(Code) Full Time 58,366 59,533 59,712 61,205 63,041 3.00% Ordinance Violation Bureau Clerk Full Time 45,910 47,845 47,992 49,192 50,668 3.00% OVP Program Manager Full Time new 50,000 50,150 51,404 52,946 3.00% Paralegal Full Time 55,740 56,855 57,026 58,452 60,206 300% Permitting&Licensing Compliance Specialist Full Time new 50,782 52,052 53,614 3.00% Police Crime Intelligence Analyst-Senior Full Time new title 65,000 100.00% Police Crime Intelligence Analyst I Full Time 50,000 51,000 51,153 52,432 48,000 -8.45% Police Crime Intelligence Analyst II Full Time 50,000 58,000 58,174 59,628 61,417 3.00%, Preventative Maintenance Coordinator Full Time 42,977 43,837 43,969 45,068 46,420 3.00% Preventative Maintenance Coordinator II Full Time new title 47,000 48,410 3.00% Principal Planner Full Time 67,049 68,390 68,595 70,310 72,419 300% Print Shop Technician Full Time 40,259 41,064 41,187 42,217 43,484 3.00%, Program Coordinator Full Time 49,827 50,824 50,976 52,250 53,818 3.00%I Program Coordinator-Recreation Full Time new 42,000 43,050 44,342 3.00%' Programmer Analyst I Full Time 47,845 48,802 48,948 50,172 51,677 3.00% Page 3 Exhibit A to Amended 2023 Nonbargaining Salary Ordinance City of South Bend,Indiana Salary Cap Increase Amended 2023 Nonbargaining Salary Ordinance Schedule Increase Maximum Salaries p 3.0% 2019 2020 2021 2022 2023 Job Title Status Salary Cap Salary Cap Salary Cap Salary Cap Salary Cap %increase Programmer Analyst II Full Time 49,906 50,904 51,057 52,333 53,903 3.00% Project Engineer(formerly Engineer I) Full Time 69,276 70,662 70,874 72,646 74,825 3.00% Project Inspector Full Time 55,279 56,385 56,554 57,968 59,707 3.00% Project Manager Full Time 55,432 56,541 56,711 58,129 59,873 3.00% Project Manager-Engagement&Economic Empowerment Full Time 57,192 58,336 58,511 57,845 59,580 3.00% Project Manager-Part Time Part Time 40,058 40,859 40,982 42,007 43,267 3.00% Project Manager-Sustainability Full Time 56,100 57,222 57,394 57,845 59,580 3.00% Property Development Analyst Full Time 57,192 58,336 58,511 59,974 61,773 3.00% Property Inspector Full Time 57,192 58,336 58,511 59,974 61,773 3.00% Property/Evidence Custodian-Senior Full Time 37,333 38,080 38,194 39,149 40,323 3.00% Public Access Coordinator Full Time 37,585 38,337 38,452 39,413 40,595 3.00% Public Relations Specialist Full Time 46,321 47,247 47,389 48,574 50,031 3.00% Public Service Officer Full Time 34,333 35,020 35,125 36,003 37,083 3.00% Quality Assurance Distnbution Technician Full Time 43,485 44,355 44,488 45,600 46,968 3.00% Radio Equipment Installation Technician Full Time 45,000 45,900 46,038 47,189 48,605 3.00% Radio Technician 1 Full Time 49,458 50,447 50,598 51,863 53,419 3.00% Radio Technician II Full Time 51,070 52,091 52,247 53,553 55,160 3.00% Radio Technician Ill Full Time 54,924 56,022 56,190 57,595 59,323 3.00% Records Specialist Full Time 36,285 37,011 37,122 38,050 39,192 3.00% Records Supervisor Full Time 55,000 56,100 56,268 57,675 59,405 3.00% Residential Combination Inspector Full Time 49,637 50,630 50,782 52,052 53,614 3.00% SCADA Instrument Specialist Full Time 58,149 59,312 59,490 60,977 62,806 3.00% Secretary III Full Time 31,091 31,713 31,808 32,603 33,581 3.00% Secretary IV Full Time 33,001 33,661 33,762 34,606 35,644 3.00% Secretary V Full Time 34,764 35,459 35,565 36,454 37,548 3.00% Security Guard Full Time 37,740 38,495 38,610 39,575 40,762 3.00% Senior Engineer(formerly Engineer 11) Full Time 75,441 76,950 77,181 79,111 81,484 3.00% Senior Planner Full Time 61,793 63,029 63,218 64,798 66,742 3.00% Senior Purchasing Agent Full Time 51,000 52,020 52,176 53,480 55,084 3.00% Shift Lead Full Time 44,290 45,176 45,312 46,445 47,838 3.00% Site Acquisition Specialist Full Time 68,340 69,707 69,916 71,664 73,814 3.00% Special Events Assistant Full Time 42,081 42,923 43,052 44,128 45,452 3.00% Specialist of Infrastructure Full Time 56,896 58,034 58,208 59,663 61,453 3.00% Specialist of Services Full Time 56,896 58,034 58,208 59,663 61,453 3.00% Staff Accountant(formerly Director of Accounting and Budget) Full Time 76,158 77,681 77,914 85,569 65,000 -24.04% Stock Room&Safety Coordinator Full Time 51,608 52,640 52,798 54,118 55,742 3.00% Superintendent II Full Time 51,817 52,853 53,012 54,337 55,967 3.00% Superintendent Ill Full Time 53,490 54,560 54,724 56,092 57,775 3.00% Superintendent IV Full Time 56,308 57,434 57,606 59,046 60,817 3.00% Supenntendent V Full Time 58,716 59,890 60,070 61,572 63,419 3.00% Supervisor-311 Customer Service Full Time 50,081 51,083 51,236 52,517 57,244 9.00% Supervisor-Accounts Payable Full Time 50,026 51,027 51,180 54,763 56,406 3.00% Supervisor-Administrative Assistant Full Time 38,091 38,853 eliminated Supervisor-Assistant Program Full Time 36,735 37,470 eliminated Supervisor-Communication I Full Time 51,804 52,840 52,999 54,324 55,954 3.00% Supervisor-Communication ll Full Time 53,493 54,563 54,727 56,095 57,778 3.00% Supervisor-Crime Laboratory Full Time 70,380 71,788 72,003 73,803 76,017 3.00% Supervisor-Fitness Full Time 46,352 47,279 eliminated Supervisor-Fitness/Wellness Full Time 36,845 37,582 37,695 38,637 39,796 3.00% Supervisor-Maintenance Mechanic Full Time 58,716 59,890 60,070 61,572 63,419 3.00% Supervisor-Operations Full Time 61,195 62,419 62,606 64,171 66,096 3.00% Supervisor-Park Ranger Full Time 49,009 49,989 50,139 51,392 52,934 3.00% Supervisor-Payroll Full Time 51,000 56,100 56,268 57,675 63,605 10.28% Supervisor-Program Full Time 49,827 50,824 eliminated Supervisor-Rum Village Park Full Time 42,918 43,776 eliminated Supervisor-Shelter Operations Full Time 37,662 38,415 38,530 39,493 40,678 3.00% Supervisor-Signal Full Time 58,149 59,312 59,490 60,977 62,806 3.00% Supervisor-Special Events Full Time 49,827 50,824 50,976 52,250 53,818 3.00% Supervisor-Youth Full Time 46,352 47,279 47,421 48,607 50,065 300% System Specialist I Full Time 47,861 48,818 48,964 50,188 51,694 3.00% System Specialist II Full Time 56895 58,033 58,207 59,662 61,452 3.00% System Specialist Ill Full Time 61,703 62,937 63,126 64,704 66,645 3.00% System Specialist IV Full Time 68,931 70,310 70,521 72,284 74,453 3.00% Technology Equity Manager Full Time new title 66,322 100.00% Utilities System Specialist Full Time 57,463 58,612 58,788 60,258 62,066 3.00% Utility Safety Officer(formerly Director of Utility Safety) Full Time 56,774 57,909 58,083 59,535 61,321 3.00% Violence Prevention Coordinator ll Full Time 41,125 41,948 42,074 43,126 44,420 3.00% Volunteer Coordinator Full Time 49,827 50,824 50,976 52,250 53,818 3.00% Water Asset Specialist(formerly Engineer Aide IV) Full Time 43,096 43,958 44,090 45,192 54,800 21.26% Water Quality Specialist Full Time 59,762 60,957 61,140 62,669 64,549 3.00% Worker's Compensation Specialist Full Time 37,885 38,643 38,759 39,728 40,920 3.00% Workforce Development Coordinator Full Time new title 69,967 100.00% Zoning Administrator Full Time 67,049 68,390 68,595 70,310 72,419 3.00% Zoning Specialist Full Time 57,192 58,336 58,511 59,974 61,773 3.00% Part-Time Positions Receiving Benefits City Attorney Part Time 67,708 69,062 69,269 71,001 73,131 3.00% Other Part Time Positions City Engineer(hourly rate) Part Time 41.18 42.00 42.13 43.18 44.48 3.00% Non Bargaining Maximum Hourly Rate(excluding above) Part Time 30.92 31.54 31.63 32.42 33.39 3.00% City Minimum Wage for All Positions City Minimum Wage All Positions 10.10 10 10 F I /Drib•" 12.40,1 1?ffI(3130 0.00% FEB 21 10?) Page 4 DAWN M.JONES i CITY CLERK, SOUTH BEND, IN 1200N COUNTY-CITY BUILDING p4 PHONE 574.235.9216 227 W. JEFFERSON BLVD. y" FAX 574.235.9928 SOUTH BEND,INDIANA 46601-1830 1 PEACE 7865 CITY OF SOUTH BEND, IN JAMES MUELLER,MAYOR DEPARTMENT OF ADMINISTRATION AND FINANCE r'4e February 22,2023 Sharon McBride, President FEB 2 2 2023 City of South Bend Common Council 227 W.Jefferson Boulevard,4th Floor I DAWN M.JONES South Bend, Indiana 46601 CITY CLERK SOUTH BEND,IN RE:Q1 2023 Budget Transfer Ordinance Dear President McBride, During the past several years, it has been the practice of the City of South Bend to request department heads, fiscal staff,and city administration to conduct an extensive review of the status of compliance with the adopted city budget and propose necessary adjustments periodically throughout the year.For 2023,we plan to propose adjustments during four time periods—March,June,October and December. Based on our budget review,we are submitting the enclosed budget transfer ordinance for your consideration. I will present this bill to the Common Council at the appropriate committee and Council meetings. It is requested that this bill be filed for 1st reading on February 27,2023,with 2nd reading,public hearing and 3rd reading scheduled for March 13,2023. Thank you for your attention to this request. If you should have any questions,please feel to contact me at 574-235-9822. Regards, Kyle Willis City Controller BILL NO. 09-23 FEC 2 :.',.:1 I.______` j ORDINANCE NO. DAWN M.JONES CITY CLEHK. SOUTH BEND,IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, FOR BUDGET TRANSFERS FOR VARIOUS DEPARTMENTS WITHIN THE CITY OF SOUTH BEND, INDIANA FOR THE YEAR 2023 STATEMENT OF PURPOSE AND INTENT Unforeseen conditions have developed since the adoption of the existing City budget,under Ordinance No. 10883-22 on October 10, 2022, which necessitate the increase and reduction of appropriations within the various departments of the General Fund and other funds of the City of South Bend during 2023. NOW,THEREFORE, BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: Section I. All accounts as set forth in the detailed attachment hereto which are incorporated herein shall be adjusted by increase or reduction of appropriation in the designated sums. Section II. This ordinance shall be in full force and effect from and after its passage by the Common Council and approval by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana on the day of 2023, at o'clock . m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m James Mueller, Mayor City of South Bend, Indiana Fit ,•rffice FEb 2 2 s:'3 I DAWN M.JONES CITY CLERK, SOUTH BEND, IN City of South Bend, Indiana Q1 2023 Budget Adjustments- Budget Transfers budgettransfers between different cost categories( i. e. personnel, supplies, services, capital) and/ or different departments/ divisions within the same fund) Budget AccountItFund Department Division Account Adjustment 201-11-201-201-422000-- Parks&Recreation Venues Parks& Arts Park Maintenance Supplies- Operating- Other Operating Supplies 200, 000) 201-11-201-201-431019— Parks&Recreation Venues Parks& Arts Park Maintenance Services& Charges- Professional- Security Services 200, 000 Rationale: Correctionof inadvertent budget classification error in 2023 adopted budget. Grand Total 1200N COUNTY-CITY BUILDING4SOUTH PHONE 574.235.9216 227 W. JEFFERSON BLVD. ti FAX 574.235.9928 SOUTH BEND,INDIANA 46601-1 83 0 C L, PEACE ' 1865, CITY OF SOUTH BEND, IN JAMES MUELLER, MAYOR DEPARTMENT OF ADMINISTRATION AND FINANCE February 22,2023 Sharon McBride,President City of South Bend Common Council E FEES e % iJ 227 W.Jefferson Boulevard,4th Floor I South Bend, Indiana 46601 DAWN M.JONES CITY CLERK. SOUTH BEND, IN RE:Q1 2023 Additional Appropriation Ordinance Dear President McBride, During the past several years, it has been the practice of the City of South Bend to request department heads, fiscal staff,and city administration to conduct an extensive review of the status of compliance with the adopted city budget and propose necessary adjustments periodically throughout the year. For 2023,we plan to propose adjustments during four time periods—March,June, September and December. Based on our budget review,we are submitting the enclosed additional appropriation ordinance for your consideration. I will present this bill to the Common Council at the appropriate committee and Council meetings. It is requested that this bill be filed for 1st reading on February 27,2023,with 2nd reading,public hearing and 3rd reading scheduled for March 13,2023. Thank you for your attention to this request. If you should have any questions,please feel to contact me at 574-235-9822. Regards, Kyle Willis City Controller ffice BILL NO. 10-23 FEB ORDINANCE NO. DAWN M.JONES CITY CLERK, SOUTH BEND,IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,APPROPRIATING ADDITIONAL FUNDS FOR CERTAIN DEPARTMENTAL AND CITY SERVICES OPERATIONS FOR THE YEAR 2023 OF $729,545 FROM THE GENERAL FUND (#101),$255,785 FROM THE PARKS AND RECREATION FUND (#201), 15,000 FROM THE GIFT, DONATION,AND BEQUEST FUND (#217), $449,000 FROM THE LAW ENFORCEMENT CONTINUING EDUCATION FUND (#220), $80,000 FROM THE CENTRAL SERVICES FUND (#222), $41,000 FROM THE CODE ENFORCEMENT FUND (#230), $40,000 FROM THE POLICE FEDERAL DRUG ENFORCEMENT FUND 299), $34,895 FROM THE PROFESSIONAL SPORTS CONVENTION DEVELOPMENT AREA FUND (#413), $800,000 FROM THE MORRIS PERFORMING ARTS CENTER CAPITAL FUND (#416), $30,000 FROM THE 2017 PARKS BOND CAPITAL FUND (#471), 551,957 FROM THE CONSOLIDATED BUILDING FUND (#600), $5,000 FROM THE PARKING GARAGES FUND (#601), $75,000 FROM THE SOLID WASTE CAPITAL FUND (#611), AND $150,000 FROM THE SEWAGE WORKS CAPITAL FUND (#642) STATEMENT OF PURPOSE AND INTENT By Ordinance No. 10883-22,passed on October 10, 2022, the Common Council adopted the City's 2023 operating and capital budgets, which included expenditures for various City operations. It is now necessary to appropriate additional funds for operational and capital expenditures necessary for the City to effect the provision of services to its residents which were not anticipated at the time the City budget was adopted. NOW, THEREFORE,BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: Section I. The following amounts are hereby appropriated in fiscal year 2023 and set apart within the following designated funds for expenditures as follows: Fund Fund Name Amount 101 General Fund 729,545 201 Parks & Recreation 255,785 217 Gift, Donation, Bequest 15,000 220 Law Enforcement Continuing Education 449,000 222 Central Services 80,000 230 Code Enforcement 41,000 299 Police Federal Drug Enforcement 40,000 413 Professional Sports Convention Development Area 34,895 416 Morris Performing Arts Center Capital 800,000 471 2017 Parks Bond Capital 30,000 600 Consolidated Building 551,957 601 Parking Garages 5,000 611 Solid Waste Capital 75,000 642 Sewage Works Capital 150,000 Total 3,257,182 Section II. This ordinance shall be in full force and effect from and after its passage by the Common Council and approval of the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana on the day of 2023, at o'clock m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m James Mueller, Mayor City of South Bend, Indiana ffice FEB Z`e: 1 DAWN M.JONES CITY CLERK. SOUTH BEND, IN City of South Bend,Indiana Q1 2023 Budget Adjustments-Additional Appropriations increase or decrease in total fund expenditures) Account# Fund Department Division Account Budget Adjustment Unanticipated Expenses 101-02-020-020-410001-- General Fund City Clerk's Office City Clerk's Office Personnel-Salaries&Wages-Salaried Wages 3,500 101-02-020-020433001— General Fund City Clerk's Office City Clerk's Office Services&Charges-Printing&Ad-Outside Printing Services 6,200 Rationale: Increase to Director of Special Projects position;increase for printing services. 101-04-400-041-431004— General Fund Administration&Finance Controller's Office Services&Charges-Professional-Accounting 72,500 Rationale: Professional services to assist A&F staff in preparation of 2022 financial reports. 101-04-401-043-410001— General Fund Administration&Finance Diversity&Inclusion Personnel-Salaries&Wages-Salaried Wages 9,800 Rationale: Increase Salary Cap-Diversity Compliance/Inclusion Officer. 101-04-402-044-410001— General Fund Administration&Finance _Human Rights Personnel-Salaries&Wages-Salaried Wages 15,000 Rationale: Increase Salary Cap-Executive Director of Human Rights. 101-05-050-050-410001-- General Fund Legal Department Legal Department Personnel-Salaries&Wages-Salaried Wages 70,000 101-05-050-050439003— General Fund Legal Department Legal Department Services&Charges-Other-Subscriptions 2,712 Rationale: Establish salary cap for full-time City Attorney position;cover vacation expense;subscription increase needed to due to full staff. 201-11-201-201-410003— Parks&Recreation Venues Parks&Arts Park Maintenance Personnel-Salaries&Wages-Permanent Part Time 40,000 Rationale: These funds were requested during the budget process to provide outreach to nonadult park users at a variety of destination parks. The previous year saw partnerships with Goodwill,SAVE,and other community partners. This program cannot proceed without them. 230-10-103-100-421000— Code Enforcement Community Investment Neighborhoods Supplies-Office-Other Office Supplies 41,000 Rationale: New office cubicles. 600-10-060-060-439000 Consolidated Building Community Investment Building Department Services&Charges-Other-Misc Charges&Svcs 551,957 Rationale: Amount payable to St.Joseph County due to Building Department revenue sharing. City of South Bend,Indiana Qi 2023 Budget Adjustments-Additional Appropriations increase or decrease in total fund expenditures) Account a Fund Department Division Account Budget Adjustment 601-11-240-460-423006-- Parking Garages Venues Parks&Arts Parking Garages Supplies-Repair&Maint-Small Tools&Equipment 5,000 Rationale: Additional AIMS parking system equipment for greater efficiency in OVB's handling of parking tickets. 611-06-603-512-445000-- Solid Waste Capital Public Works Solid Waste Capital Outlay-Machinery&Equip-Motor Equipment 75,000 Rationale: Increased costs for 1 ASL Dedicated CNG Unit-Mini Mac Supported by Outside Revenue 217-10-101-132-439300— Gift,Donation,Bequest Community Investment Community Investment Services&Charges-Other-Grants&Subsidies 15,000 I Rationale: _Urban Sustainability Directors Network Grant I 220-08-080-085-422000— Law Enforcement Continuirq Police Department Police Department Supplies-Operating-Other Operating Supplies 145,000 220-08-080-085-445001-- Law Enforcement Continuinf Police Department Police Department Capital Outlay-Machinery&Equip-Police Equipment 304,000 Rationale: Police purcahses reimbursed by Federal or State grants. 299-08-080-088-445000-- Police Federal Drug Enforcers Police Department Police Department Capital Outlay-Machinery&Equip-Motor Equipment 40,000 Rationale: !Transport vehcile for the SWAT unit to replace the existing vehicle. Re-appropration of Funds for Capital Projects 101-11-206-273-436000--PRC General Fund Venues Parks&Arts Park Projects&Capital Services&Charges-Repairs&Maint-Other R&M 49,833 Rationale: Repairing and adjustng the River Lights. 201-11-201-201-445000— Parks&Recreation Venues Parks&Arts Park Maintenance Capital Outlay-Machinery&Equip-Motor Equipment 65,000 201-11-206-273-444000—PRC Parks&Recreation Venues Parks&Arts Park Projects&Capital Capital Outlay-Impv Other Than Bldgs-Land Improvement 150,785 Rationale: Appropriate proceeds from 2022 Central Services Auction;ongoing Seitz Park costs. 222-04-403-457-436001-- Central Services Administration&Finance (Central Services Services&Charges-Repairs&Maint-Building R&M 80,000 Rationale: Parking lot paving project. I 413-11-201-202-443001—PRC Professional Sports Conventi Venues Parks&Arts I Park Maintenance I [Capital Outlay-Buildings-Building Improvements 34,895 City of South Bend,Indiana Q12023 Budget Adjustments-Additional Appropriations increase or decrease in total fund expenditures) Account# Fund Department Division Account Budget Adjustment Rationale: The MLB required locker room renovations at Coveleski Stadium. 416-11-220-292-443001--PRC Morris Performing Arts Cent Venues Parks&Arts Morris Performing Arts Center Capital Outlay-Buildings-Building Improvements 600,000 416-11-220-292-443001—PRC Morris Performing Arts Cent Venues Parks&Arts Morris Performing Arts Center Capital Outlay-Buildings-Building Improvements 200,000 Rationale: MPAC theater upgrades;Morris Major Additions Design in order to complete design documents for the planned work. 471-11-206-282-444000--PRC 2017 Parks Bond Capital Venues Parks&Arts Park Projects&Capital Capital Outlay-Impv Other Than Bldgs-Land Improvement 10,000 471-11-206-286-444000—PRC 2017 Parks Bond Capital Venues Parks&Arts i Park Projects&Capital Capital Outlay-Impv Other Than Bldgs-Land Improvement 20,000 Rationale: Finish the planned and budgeted for projects. 642-06-605-514-445008— Sewage Works Capital Public Works Wastewater Capital Outlay-Machinery&Equip-Other Equipment 120,000 642-06-605-514-445000— Sewage Works Capital Public Works Wastewater Capital Outlay-Machinery&Equip-Motor Equipment 30,000 Rationale: rTwo generators and transit van. Administrative Items Grand Total — 2,757,182 m717- r, a za' 0- O x- i No n 2Z CO M Z - - 7 Co Z