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HomeMy WebLinkAboutBill No. 23-19 Res. Tax Abatement 724 & 726 HarrisonCITY OF SOUTH BENDFiled 'LaiClerk'srks Office COMMUNITY INVESTMENT i APR 182023 DAWN M. JONES April 19, 2023 CITY CLERK, SOUTH BEND, IN Council Member Rachel Tomas Morgan Chairperson, Community Investment Committee South Bend Common Council 4th Floor, County City Building South Bend, Indiana 46601 RE: Confirminq Resolution: Residential Real Property Tax Abatement Petition for Cross Community, Inc. Dear Council Member Tomas Morgan: Please find the enclosed information pertaining to a residential real property tax abatement petition submitted by Cross Community, Inc., an Indiana Nonprofit Corporation. This petition package includes: Department of Community Investment's summary report Petition for abatement Statement of Benefits forms (SB -1 / Real Property) Supporting information The report contains the Department's findings relative to the above-mentioned petition. The petitioner plans to build two new houses on vacant lots Harrison Avenue, just north of Lincoln Way West, with an estimated construction cost of $440,000. The project meets the requirements established by Sections 2-77 et seq. and would qualify for a five-year (5) residential real property tax abatement. Representatives from Cross Community, Inc., will be available to meet with the Committee on Monday, April 24, 2023. If you or any of the other Council members have questions concerning the report or need additional information, please feel free to call me at (574) 235-5838. Sincerely, Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 1400S County -City Building 227 W. Jefferson Blvd. South Bend, Indiana 46601 p574235,9371 www.seuthbendin gov BILL NO. 23-19 RESOLUTION NO. 5016-23 Filed in Clerk's Office APR 18 2023 DAWN M. JONES CITY CLERK, SOUTH BEND, IN A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 724 Harrison Avenue, South Bend, IN 46616 AND 726 Harrison Avenue, South Bend, IN 46616 AS A RESIDENTIALLY DISTRESSED AREA FOR PURPOSES OF A FIVE-YEAR (5) RESIDENTIAL REAL PROPERTY TAX ABATEMENT FOR Cross Community, Inc. WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as Residentially Distressed Areas for the purpose of tax abatement consideration; and and WHEREAS, a Declaratory Resolution designated the areas described as: Key Number: 71-08-02-407-013.000-026 Commonly Known As: 724 Harrison Avenue, South Bend, IN 46616 Legal Description: Lot 2 Kingdom Campus Minor Sub 23124 NP #1221 6/27/2022 Key Number: 71-08-02-407-012.000-026 Commonly Known As: 726 Harrison Avenue, South Bend, IN 46616 Legal Description: Lot 1 Kingdom Campus Minor Sub 23124 NP #1221 612712022 be designated as a Residentially Distressed 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, notice of the adoption of a Declaratory Resolution and the public hearing before the Council has been published pursuant to Indiana Code 6-1.1-12.1-2.5; and WHEREAS, the Council held a public hearing for the purposes of hearing all remonstrances and objections from interested persons; and WHEREAS, the Council has determined that the qualifications for a residentially distressed area have been met. 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 Petition 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 that the area meets one of the following conditions as formally established in Ordinance No. 9394-03, which was passed on February 10, 2003: A. The area is comprised of parcels that are either unimproved or contain only one - family (1) or two-family (2) dwellings designed for up to four (4) families, including accessory buildings for those dwellings; or B. Any dwellings in the area are not permanently occupied and are: i. the subject of an order issued under Indiana Code 36-7-9; or ii. evidencing significant building deficiencies; or C. Parcels of property in the area: i. have been sold and not redeemed under Indiana Code 6-1.1-24 and Indiana Code 6-1.1-25; or ii. are owned by a unit of local government; or D. A significant number of dwelling units within the area are not permanently occupied or a significant number of parcels in the area are vacant land; or E. A significant number of dwelling units within the area are: i. the subject of an order issued under Indiana Code 36-7-9; or ii. evidencing significant building deficiencies; or F. The area has experienced a net loss in the number of dwelling units, as documented by census information, local building and demolition permits, or certificates of occupancy, or the areas are owned by Indiana or the United States; or G. The area (plus any areas previously designated under this subsection) will not exceed ten percent (10%) of the total area within the Council's jurisdiction. SECTION III. The Common Council also hereby determines and finds the following: A. That the description of the proposed redevelopment meets the applicable standards for such development; B. That the estimate of the value of the redevelopment is reasonable for projects of this nature; C. That the other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed described redevelopment; D. 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; E. That the deduction will not be allowed unless the dwelling is rehabilitated to meet local code standards for habitability; and F. That the deduction will not be allowed unless the dwelling rehabilitation is completed by December 31, 2025. SECTION IV. The Common Council hereby confirms its Declaratory Resolution designating the area described herein as a Residentially Distressed Area for the purposes of tax abatement. Such designation is for real property tax abatement only. SECTION V. The designation as a Residentially Distressed Area shall expire on December 31, 2025. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted a real property tax deduction for a period of five (5) years as shown by the schedule outlined below pursuant to Indiana Code 6-1.1-12.1-17, and further determines that the petition complies with Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12.1 et seq. Year 1 - 100% Year 2 - 100% Year 3 - 95% Year 4 - 95% Year 5 - 90% SECTION VII. 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. m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of , 2023, at o'clock James Mueller, Mayor City of South Bend Filed in Clerk's Office I SPR 18 2023 DAWN M. JONES CITY CLERK, SOUTH BEND, IN TAX ABATEMENT REPORT TO: South Bend Common Council FROM: Erik Glavich, Director, Growth and Opportunity SUBJECT: Residential Real Property Tax Abatement Petition for Cross Community, Inc. DATE: April 19, 2023 On March 30, 2023, a tax abatement petition for Cross Community, Inc., was filed with the Office of the City Clerk. The petition seeks consideration for a residential development real property tax abatement for the completion of two new 2 -story homes that will range from 1,400 to 1,600 square feet. These new houses will be sold to first time homebuyers who have participated in financial/credit building workshops. Pursuant to Chapter 2, Article 6, Section 2-84.9 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 or a Residentially Distressed Area pursuant to Indiana Code 6 1.1-12.1 and all zoning requirements have been met. The Department of Community Investment has reviewed the petitions (a copy of which each is attached), investigated the area, and makes the following report. Project Summary The petitioner, Cross Community, Inc., plans to build two new single-family houses at 724 and 726 Harrison Ave. These new houses will range from 1,400 to 1,600 square feet and will feature 3 bedrooms, 2.5 bathrooms, and a finished basement. The intended occupants will be first time homebuyers who have participated in financial/credit building workshops. The petitioner is investing a total of $440,000 to develop these two new houses. These houses will be built in two empty lots where former houses had been torn down. The lots had become abandoned, vacant, and blighted. Tax Estimates The petitioner qualifies for a five-year (5) residential real property tax abatement. Current taxes for 2022: $86 Total estimated taxes during the five-year (5) abatement period: $21,303 Estimated taxes being abated during the abatement period: $17,978 Estimated total taxes to be paid during the abatement period: $3,325 Employment Impact There are no employees of Cross Community, Inc. For the development of the two houses, Cross Community, Inc., intends to employ local companies, require employees versus independent contractors, and require a prevailing wage, health benefits, and an affirmative action plan. Abatement Qualification 1. A review of the tax abatements previously granted, finds that the petitioner has not been granted or is associated with any prior abatements: 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 located in the River West Tax Incremental Financing (TIF) area. 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for a five-year (5) residential real property tax abatement under section 2-77.1, Single Family Residential Construction. 2 5 - Year Abatement Cross Communitv Inc. South Bend Portage Township Residential Real Property Tax Abatement Schedule March 30. 2023 Type of Dwelling: Single - Family Home 2 homes - Estimated Project Cost: 440, 000 New Construction Property Address: 724 & 726 Harrison Avenue Tax Key Number: 71- 06- 02- 407- 013, 000- 026; 71- 08- 02- 407- 012, 000- 026 Current Without 2 Prooertlesl, Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Assessed Value ( AV) Land 6, 000 6, 000 6, 000 6, 000 6, 000 6, 000 $ 6, 000 Structure ( 80% AV of Project Cost) 352, 000 352, 000 352, 000 352, 000 352, 000 352, 000 Gross Assessed Value 6, 000 358, 000 358, 000 358, 000 358, 000 358, 000 358, 000 Abatement 100% 100% 95% 95% 90% Abatement Deduction 164, 300) 164, 300) 156, 065) 156, 085) 147, 870) Homestead Deduction "" 96, 000) 96, 000) 96, 000) 96, 000) 96, 000) 96, 000) Mortgage Deduction ** Supplemental Homestead Deduction 91, 700) 91, 700) 91, 700) 91, 700) 91, 700) 91, 700) Net Assessed Value 6, 000 170, 300 6, 000 6, 000 14, 215 14, 215 22, 430 Property Taxes Assume constant tax rate of 5. 2897% Gross Tax ( Tax Rate x Net AV) 317 9, 008 317 317 752 752 1, 186 Circuit Breaker & Other Credits 113) 4, 7481 Taxes Due 204 4, 261 317 S 317 752 752 5 1, 186 3% 1% 1% 1% 1% 1% 1% Circuit Breaker Cap 180 3, 580 3, 580 3, 580 3, 580 3, 580 3, 580 Debt Service ( 0. 3997% of Net AV) 24 681 24 24 57 57 90 Max Tax Under the Cap 204 4, 261 3, 604 3, 604 3, 637 3, 637 3, 670 Current Taxes New Combined Net Taxes Year Abatement Due Projected Tax Current & Taxes Abated Paid New Taxes 1 100% 204 4, 057 4. 261 3. 943) 317 2 100% 204 4. 057 4. 261 3, 943) 317 3 95% 204 4, 057 4, 261 3, 509) 752 4 95% 204 4, 057 4. 261 3. 509) 752 5 90% 204 4, 057 4, 261 3, 074) 1, 186 Total. 1. 020 20, 284 21. 303 17. 978) 3, 325 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023. l ` i Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. I= City of South Bend Changes to homestead and mortgage deductions took affect for tax year 2023 MAR 3'6 2a23r -- City of South Bend cirY Petition for ncentives the D,N . waltartvwparorof Pro Pam) rlarr<orl atruf rnaWe. aS satt l 1°ay.r. a Me crly earo's opk. rttr t.hkA you ra appiyllta. ; befam propeadnr Cna be ".tp fa 6 itron` Project Name I Project !Number saentaryatssdu Cross Community Inc. rr,.tturr CDC - Domestic Nonprofit Corporation r-0mwnT w'laft https://mycrossoommunity.org/ Pnv-wd "W . Wnm 724 & 726 Harrison Ave pwvm ouTto ,Y fur" cft state. n. I South Bend. IN 46616 sna Iffew ar lavw requlrw 0.34 Square fart oe F-Aty NIA R WWY 0M ffY CW as nanu Tina Patton iSddruts ofC01 pmyu 1W 1707 Sherman Ave VPI oamar Cross Community Inc. or ° wise Owned fl W804 w retle.lr President AWM 574-876-2106 Orr, s"ft'ra I South Bend, IN 46616 imam tmpatton2@conwast.net vmw*y aeNor of.dai rums i Same as above ° Addmm of m vm m cm tva Ill Morn ro d1ftMr.t fromabove]aveJ Ory, Seta. ffe H'Ntd W rk+afa CoeStata++t/aitr. Rat1M d:.ta oty, infa IIP ! MMUMM rtd dewiptw n of Vow awpanl. Mo104 allt oft of IN t h often.rV for em m mk lr" tman W WWI Paea,.n Email We will building two (2) new two-story homes that in general will be between 1390-1620 sqft with 3 bedrooms, 2.5 bathrooms, with a finished basement. The homes will be sold to first time homeowners who have participated in financiallcredit building workshops. CatllW TadNWA 4 dra Rrf sot to a To lnauffl"tal f V =q r546 WhUh7 River West nava e+J1" PWMAS barn 1ss0e47 lYlMi Ipeo aet of Midenyal XV0 =rod 5o H 12ot@Aota-0hha for aletemart if Ys -.1 N trhk hta padd" 1w Pm" prop" tis aF Vrw-r<. F: ear 0 ow4nv mt ban VWU%ad7 N/A i( pwftbftrorwoaeZ& lheamysohodhxbiwo wlatbVow" ofMTwgm*FANKbartapurdt&mdirk What Me the wkin ranrR+o"Wt Ilolfehf of MNm in idler1 rreM.rO Melina forgo Purd%"d Use no of Its" IN the Pr*wl 45-60k Nein Pralect Investments Calendar Year tAM Acquhltlon Bwldkis Leese ayeuim S-I'W' s purc%aw Crab Nov aWldina Construttbn Existlna Bulldina imprusements New Machlnoy A Equlprrralt SpedaiToollnoRrtooBnt New Furnkurt/FDAutes New Comploal Hardware New Sotrol On-Ot Rail Irdrastrvcture on-site Aber InhavUucturt TOTAL 1 2022 2023 S 440,800.00 Filed in'! erkrs Office MAR 3: 20231 r DAWN 1 f 2024 2025 raVlJ 224 ee-1-9.IN1 S 0.00 s uo,oaa.00 s .Q0 $ 0.00 s a 00. IL S 0,00 Fuliii ne Permanent lndlaaa•Resldent Positions by Calendar Year 41ar1da1,1feu Iobtabeud rroarty OumahtM/olmtj*fiAfiRo FWofWr Ivaaa, W/o tea permanent lobscmete k propct bell - of rbelldib or cumulative net of Jo1e Wool am M11 In MRS aw aaxs we a1 2 2w Mae Provide hourly wage Information for new empfoyces in the following positions. F uII tlme Part time lsbomu rachnical Manarvial Adrowarsdes Who wu he tea bxllvituel respon4 Ole for coordl newt whA wortvlts cm rscru"? Mu yasm compel have an EEO hairy poky? I Are you an [ED amp"R Please fist the number o(Jfull time and part time minority and/or female employees for the following years: T1aK I 2.023 2022 2021 Follkn PartTtme rATaee hrt TTmo FUN Tbos pMt Tlme Blade Hlrpanic Aslan in&ar rema4 11141, D,00 r pWtrafnfrq Taadarl. stper awm • trelned •not Ill ClmltatlYo ermliaOM Mesa IOs your COmnllOnem to dhwrstty and lndus/onbV4"ingyoar a wksph and rousboarltefiwbfor tlaebt three y4an as wall as ourrart poMda. Filed +r. C! irk s Office i MAR 3 G 2023 L----. DAyNAA ln, IZ` Complete below for Real or Personal Property Tax Abatemt VQ LE K. 506T—H Bhp IN Please sign for all requested Incentives. Public Benefit Item: Information is retiulred on both the constructlon companies and the companies which will provide materials purchased for this project Please complete the table below with the appropriate Information. If No) Famed Points Available PoInq Yes o you qualify for the points, please enter the full amount of avallable points. 1 conibuction Related fContractorsi: A. Employ local Companies (75%) Y 20 20 B. Purchase Materials from Local Companies 175%) Y 20 20 C. Require Employees vs. Independent Contractors Y 19 19 D. Require Prevailing Wage (Davis Bacon) Y 22 22 E. Require Health Benefits Y 22 22 F. Require Retirement BeneRts N 0 18 G. Maintain AtIli mauve Action Plan Y 20 20 I ISub-tool Construction Related: 123 141 2 W& Bengfit Related (Qvrt3erl: A. Pay Target Wage Levels N 33 B. Protide iieahh Benefits N 34 C. Provide Retirement Benefits N 29 D. Provide Training N 28 E. Provide Child Care N 15 F. Provide Transportation Assistance N 14 G. PrcvldeEmployer Assisted Housing program N 9 I Subdotal W elle i etnefit Related: 0 162 3 Workforce Rekaied: A. Create New Jabs N 42 S. Retain Ukting jobs N 41 G Maintain Affirmative Action Plan N 35 D. Provide Targeted Hiring Preference N 34 Sub-tc al Workforce Related: 0 152 4 Swmrt a MunkWI Fal;M! Support a S9 Municipal Facility (donations to the A Izoo, conservatory, museum, etc) N 84 Name of Fanl$y ISutkotal Municipal Fad@ty: a 84 Sub-totel Pram Above: 123 S39 The undersigned ownar(s) of real property, located within the City of South Bend, herby partition the Common Coundl 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, at sea., and South Be d Munldpal.Code SpCj -7js ter for this petition state the above. Submitted By. ZA % )_ jDate: IMarch 30, 2023 Fled In CIerkrs Office r MAR 3 G 202 1 1 Y ( MEND, For Staff Use Only Below This Line LRK. S 1N What Is tht cuZet aasard vW4@? Rastrrepent 1q J: 24,00 /3,WOQ Parsansllr0PvW- What is tAa prc*tad a faasaed elual IK161pro"rtr Ji J,5 :A3Sa{ Ifttwtil Prop4t. What b tto be key "Was" for thio prabpt 7I-4>3-o 2-Ya7 —013.oaG -G 2b W!wtlst-AAmvMI ft MAKSaoda7 I -71-as -,5 Z-qo 7'O/a . c)co—o2 6l W.*" attar's a Gooafa map and armor ria+e of the toottoti Pfoa. t!rtt!» sawwt of real rwd personal prop" taut RW PlorertyTeam Panond P"k"M Tamar Gaw for lite lutfhreysan When applicable. G —7YamOnaZ4ZZ Year Two 20 Zr YnrThtre Z6 2,o 0 Yaar Pour 2-0 t ! O Yam rFt+ 2z, IE 6 Please fm out the lrollt MnX Public Benefit Summary lMostnatlon attld add to totalfrom a6ow. IYOCN1 1 P3^_u airs Public BenWit Iteaa: PmJad RaI-ate 5 A. Redevelop a Site that has 5pesfal Needs 49 B. Develop Used on Local Univcrstty Research 35 C. ACh'eVe a Physical Ekttnent of a Plan 36 Sub -total Project Related: 1 120 1f 6 yup rlxe Proietts 77o1n[values em cvmsFa va! t A. 100% to 199% 25 B. 200% to 299% 69 C. 300% to 399% 65 D. 400%and Over _ 52 i A 1 ISub-totaI Super Stse Projects: 1 210 2 Par for MUn[CfwI lnfr Mmture: A pay For averztrin; dr Up=ndlns 14 B. Pay for 26.50% of Extension Cost 26 G Pay for 51-75% of Eatanslan COSI ! 39 0. Pay for 7fr100% of Extension Cost 52 ISub-tats! Infrastnsewn Behhd; 131 Total from APp%m Section: 539 Total from Staff Stsctkm: 461 Taal Pubbe SeneRt Pohtts: 1000 LDA iled ;" C,er4 Sc tv e 8 MAR 6 20?3 Department of Filed CommunityInvestment RIc SOIV A,1 U fes END, IN RESIDENTIAL TAX ABATEMENT (PETITION ADDENDUM) The undersigned owner(s) of real property, located within the City of South Bend, hereby petition the Common Council of the City of south Bend for Residential Real Property tax abatement consideration; and pursuant to I.C. 6-1.1-12.1-1 et seq. and South Bend Municipal Code Sec. 2-76 et seq., for this petition, state the following: Legal Name of Petitioner same as top of page 1 of petition) Cross Community Inc. Project Title IProject Address Project City, State, ZfP Describe the proposed construction project. Include information about square footage, number of rooms, number of stories, other amenities such as finished basements and garages, the amount of land to be used, and the proposed use of the Improvements. Also provide a general statement as to the importance of the project use an additional sheet for tong project descriptions If necessary). E=stimate the dollar value of the construction project Do not include land cost.) 724 & 726 Harrison Ave South Bend, IN 46616 We will building Two (2) new two-story homes that in general will be between 1390-1620 sqft with 3 bedrooms, 2.5 bathrooms, with a finished basement. 440,000 ilea L A 3G RESIDENTIAL TAX ABATEMENT (PETITION ADDS r- - For the real property or properties for which tax abatement consideration is petitioned, provide U v k - information below on the individual(s) or corporation(s) who own or will own the properties. If the Fti4 business organization is publicly held, also indicate the name of the corporate parent, if, any, and the name under which the corporation has filed with the Securities and Exchange Commission. Also, describe the owner's interest in the property. List out each residential property which could receive an abatement. If you need additional rows, then make additional copies of this page or attach a similar document to this petition addendum. Address l Current Owner(s) Future Owner(s) Owner's Interest 724 Harrison Cross Community Inc. 1 I 7 — - 726 Harrison Cross Community Inc. i 2 pilep ' N,f 3 Ce RESIDENTIAL TAX ABATEMENT (PETITION ADDE F Provide the commonly known addresses and tax key number of the property or properties. The tax will start with "71" (e.g.. 71-08-12-152-005.000-026) and typically has 18 numbers separated by dashes dot. Also provide the current assessed value(s). Np List out each residential property as you did on the previous page. If you need additional rows, then make additional copies of this page or attach a similar document to this petition addendum. Estimated Market Address j Tax Key Number Current Assessed Value After Project Value Completion 4$— 724 Hanson — 71-08-02-407-013000-026 12,600 — _ _ 245,000— 726 Harrison 71-08-02407-012.000-026 $ 3,400 $ 245,000 List the real property taxes paid at the location(s) during the previous two calendar years, whether paid by the current owner or a previous owner. Provide the year (e.g,, 2022) and the amount of total taxes paid. (Nate that if a property's taxes are past due, then that property is ineligible to receive a tax abatement_) If you need additional rows, then make additional copies of this page or attach a similar document to this petition addendum. Tax Key Number Year 1 Year 1 $ Taxes Paid Year 2 Year 2 $ Taxes Paid 71-08-02-407-013.000-026 2022 $ 65.70 2021 $ 0.00 71-08-02-407-012.000-026 12022 $ 0.00 2021 J_0-00 _ _ — F i 1 Check box to confirm that building permits HAVE NOT been Issued for any of the properties. I KI 7A1 RESIDENTIAL TAX ABATEMENT PETITION ADDEN UM q j Describe and list other anticipated City Housing Subsidy Program, City Sew v 4U?l public financing for the project. Reimbursement, and City Sidewalk Repair Pr 4 C including any assistance to be sought ti FSoralreadyauthorizedthroughtheF'v0U.S. Department of Housing Urban itiDevelopment (HUD), the City of South Bend, the South Bend Housing Authority, the Housing Assistance Office, the St. Joseph County Housing Consortium, or other entity providing financial assistance. Do not limit your response to public works improvements only.). Describe how the property has Lack of investments in the neighborhood, maintenance become undesirable for or impossible to the previous home led to it being demolished leaving of normal development because of a the lots to become abandoned, vacant and blighted lack of development, cessation of growth, deterioration of improvements or other factors which have impaired values and prevent a normal Ldevelopment of the property. I Provide the current use and zoning for each property. (Zoning information, including the zoning map, Ican be found here. If you need to add additional properties, you can add rows to the table below, use the space below the table, or use an additional sheet. Address or Current Use Tax Key Number 1724 Harrison Vacant 726 Harrison Vacant 4 Zone U2 U2 RESIDENTIAL TAX ABATEMENT (PETITION AD Indicate the Tax Incremental FinancingRiver West South Side TIF) area in which the properties are located. Click here to view the River East Douglas Road TIF boundaries. r OaUr) West y Not in a TIF Area WHEREFORE, Petitioner has paid the required fee of $150.00 and requests that the Common Council of the City of South Bend, Indiana, adopt a declaratory resolution designating the area described herein as a residentially distressed area for the purposes of real property tax abatement consideration, and after publication of notice and public hearing, determine that the qualifications for a residentially distressed area have been met and confirm such resolution. The Petitioner agrees to provide the staff of the Department of Community Investment upon request information related to the project, including but not limited to a legal description of each property, a map and/or plat indicating the location of each property, and photographs of each property that are accurate representations of each property's condition at the time of this petition is filed. Submitted by: ignature Tina M. Patton Printed Name President Title 3/30!2023 Date 4 Filed in Clerk's Office STATEMENT OF BENEFITS MAR 3L 1023 2423 PAY2024 a REAL ESTATE IMPROVEMENTS Slate Fonn 51767 (R71 1-21) DAWN M. JONES FORM S8-1 i Real Property f Prescribed by the Department of local Government Fn gts,ITY CLERK, SOUTH BEND, IN PRIVACY NOTICE This statement is being completed for real property that qualifies under the following Indiana Code (check one box): Any lntom*a on conwrn,ng the cost 0 Redevelopment or rehabilitation of real *state Improvements (IC 6 -1.1-12.1-4) of the property and apea(ic salaries paid to tndMduaj a:npsoyew by the Residentially distressed area (!C 6-1.1-12.1-4.1)property owns: is coniden:ln' per ffYS7RUCTlONS- iC 6 1T12.1- 5-1. 1. This statement must be submitted to the body designating the Economic Revrfafzotion Area prior to the public hearing d the designating body requires information from the applicant in making its decision about whether to designafo an Economic Revitalization Area. Otherwise, this statement must be submated to the designating body BEFORE the rodovelopmenf or rehabilitation of real property for which the person wishes to daim a deduction. 2. The statement cif benefrls form must be submitted to the designeb'ng body and the antis deslgnared an economic revitatization area before the initiation of the redevafopmoM or rshabirdatfon for which the person desires to daim a doducaon. 3. To obtain a deduction, a Form 322IRE must be filed with the county auditor before May 10 in the year in which the addrb'on to assessed valuation is made or not later than thirty (30) days after the assessment notice is mailed to the property owner if N was marled eRarApril 10. A property owner wflo faded to Me a deduction application wffhrb the prescribed deadline may fits an apppc*tion between January t and May 10 of a subsequent year. 4. A property owner who riles for Me daducbon must provide the county auditor and designating body with a Form CF-1/Real Pmperry. The Form CF-11Real Property should be attached to the Form 322/RE when the deduction is fust claimed and than updated annually for each year the deduction Is appkcabla. IC 6-1.1-12.1-5.1(b) 5. For a Form SS-ifReaf 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-1177eal Property that is approved prior to July 1, 2013, the abatement schod+de approved by the designating body remains in effect. IC 6.1. 1.12.1-17 Nana of tutyayar Cross Community Inc. Address of taxpayer NamberandStreet: 707 Sherman Ave Citi South Bend sr.k: IN ztr: 46616 Name of conte rersonWephono number E-mail addrom pint Name. Tina L tNunr. Patton 1(574) 976-2106 tmpatton2®comcasi-net SECTION• • AND DESCRIPTION OF ' f • • • PROJECT Name of dastpnstino body Common Council of the City of South Bend Rosokibon number Local.m of propo tf County DLGF tafdng dlytr4 number Niu.ty,mdsem: 724 Harrison Avenue Oh, south Bend Rate IN 2tr.46616 St. Joseph 026 (South Bend -Portage) DasolDdon or reef prdPerty Improvamenta. rodavetopment, er renebUMadorf {ase eddfdon sheets 17 necessaryi Estimated alert data frnpnth, day, yea.J We will building 2 new homes that in general will be between 1390-1620 sgft. The homes will 51112023 be sold to first time homeowners who have participated in financial/credit building wo*shops. Earnawowoetiondata(anno, der ywrt 121IM23 Current values Plus estimated values Cf proposed pro)ed Louvetues of any property being replaced Net estimated values upon completion of pf Estimated solid waste converted (pounds) COST ASSESSED VALUE I 220,000 220.000 Estimated hazardous waste converted (pounds) 2.600 S 242.406 245.000 Other ben aft The homes will be sold to first time homeowners who have participated in financial/credit building workshops, SECTION 6 TAXPAYER CERTIFICA71ON I hereby certify that the representations in thhi s}stattemmee/ int are true. Sdgnaurre of autfwdx•d ZAX— i! I {)Biu efgned ;rrmrh. Cay, y'sa*1 13/30/2023 PM.ted name OT eulhorfud ropresentaihre Tttf• Tina M. Patton President Page i of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by thle 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 iJ n>;ued calendar years' (see below). The date this designation expires is . NOTE. This question addresses whofher fho resolution contains an expusfion date for Me desig mW area 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 Imited to $ 0. Other limitations or conditions (splay) E. Number of years allowed: Year 1 Year 2 Year 3 Year 4 Year 5 (' see below) Year 6 Year 7 j] Year 8 Year B Year 10 F. For a statement of benefits approved after June 30, 2013, did this designating body adopt an abatement schedule per IC 0-1. 1-12.1-177 Yas No If yes, attach a copy of the abatement schedule to this form. If no, !re designal,ng body is required to astabhsh an abatement schedule before the deduction can be determined. We have also reviewed the information contained in the statement of benefits and 8nd that the estimates and expectations are reasonable and have determined that the totality of banefils Is sufficient to justify the deduclion described above. Approved (skimriu.m and ora or &Whoritad membor at designating body) Tofophono numbar 1 Dwu 7'gnod (mono, d?)/ yea.) I Printed name or sutnorizod mombar of dosignatlng body Name of rlorigns*V body ACeeted by (signartrro and We or 8'te3100 Prtnled name of ottester If the designating body limits the time period dumg which an area is an economic revitalization area, that fimitaWri does rot limk the length of time a taxpayer is entitled to receive a deduction to a number of years that Is Was than the munber of years designated under IC 6 -IIA -12.1-17. A. For resrdentiaRy disLmssed areas where the Form SS-IlReal Property was approved prior to July 1, 2013, the deductions established In IC 6.1.1-12.1 4.1 remain in enact. The deduction period may not exceed five (5) years. For a Form SB-1/Real Property that is approved after June 30, 2013. ft designating body Is required to estabilsh an abatement schedute breach deduction allowed. Except as provided in IC 5-1.1-12.1-113, the deduction period may not exceed ton (10) years. (See IC 6-1.1-12.1-17 below.) B. For the redevafopmenl 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 SEM/Real Property that is approved ager June 30. 2013, the designating body is required to establish an abatement schedule for each deduction allowed. (See fC 6-1. 1-12.1-17 below.) IC 6-1.1-12.1-17 Abatament sch6dules Sac. 17. (a) A designating body may provide to a business that Is established In or relocated to a mvitelization 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 AM -time equivalent jobs seated. 3) The average wage of the new employees compared to the slate 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 a n abatement schedule for each dadudion allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided In IC 6 1.1.12.1-1 B, an abatement schedule may not exceed ten (10) years. c) An abatement schedule approved for a pedWular taxpayer before July 1, 2013, remains in effect until the abatement schedule expires under the terns of the resolution approving the taxpayers statement of benefits. F`/ ea'n Cfer 1q,Q 3C ice F9k1vM.: N Page 2 of 2 Clerk's Oice MqR 3 STATEMENT OF BENEFITS zo23 PAY2o24 REAS. ESTATE IMPROVEMENTS ClrY DgiVN- State ethe Oaparlment of Local Government PRIVACY Finance C FAK SOUr$ , FORM I Real Property Prawribed by Bil j I NOTICE This statement is being completed for real property that qualifes under the following Indiana Code (Chec Any tnfor eoncemtrrs are coct 9 Redevelopment or rehabilitation of real estate improvements (IC 6-1.1-12.1--0) ofvte properAtyy and spoaflc saturoe paid toindlvlduat wrployeos by theI] Resldenttalfy distressed area (1C 6-1.1-12.1-4.1) owner Is con5derwol pe.• INSTRUCTIONS: tCb t• 1 -t2.< -5, t. 1 This statement must be submitted to the body designa0'ng die Economic RewteGzabon Area prior to the public hearing ifft designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise, this statement must be submifred to the designating body BEFORE the redevelopment or rehabilitation of reel property for which the parson wishes to calm a deduction 2. The statamont of benofhs form must be submitted to the designating body and the area designated an economic revitalization area before the Initiation of the redevelopment or rehabdilation for which the parson dasiras to claim a deduction. 3. To obtain a deduc0'on, a Form 322/RE must be Bled with the county auditor before May 10 In the year in which ft addition to assessed vai'ua(,on Is made or not later than thirty (30) days after the assessment notice is malled to the property owner it it was msr7ed after April 10. A property owner who faded to No a deduction application within the pmscnbed deadline may irle an applicetion between January 1 and May 10 of a sabsequont year. 4. A property owner who frfas for Me deduc vi must provide the oounty auditor and designating body with a Form CF-I/Real Property The Form CF-t/Reel Property should be attached to the Form 322/RE when the deduction is first cialmad and than updated annually for each year the deduction Is applicable. Ic 6..1.1.12.1-5.1(6) 5. For a Form SS-f/Real Property that is approved oiler June 30, 2013. the designating body is required to establish an abatement schedule for each deduction allowed. For a Form SB-1/Reaf Property that is approved prior to Jury 1, 203, the abatement schaduis approved by the dasignahng body remains in aBect. IC 6.1.1-12.1-17 SECTION• • Name of taxpayer Cross Community Inc. Address or taxpayer Numbccend Sheet 707 Sherman Ave City South Bend sur,- IN zit-.. 46616 Namo of contacttpomcm I.etNema Tdepho" number E-mail address P Ttrio Patton (574) 876-2106 tmpatlon2®oomcast.net SECTIONe AND DESCRIPTION OF OP s PROJECT Memo of dos4ualing body Common Council of the City of South Bend RosoNson number UY-w on o! property County DIGF ta- A g dishtd number Numbereedsheet 726 Harrison Avenue cite south Bend Sete; IN yip, 46616 St. Joseph 026 (South Bend -Portage) banrrpvon or meat property Improvements, rodavelopment, or mhobtilmaon ruse acdylo shorts if newssoryJ Eytlrdod start date lff"Wr, day, yserl We will building 2 new homes that in general will be between 1390-1620 sgfL The homes will 511/2023 be sold to first time homeowners who have participated in financiaVcredit building workshops. EsameWd temptation data Irrxnh, day you) 12/112023 REAL ESTATE IMPROVEMENTS COST I ASSESSED VALUE Current values1115 3,400 Plus eatimated values of proposed project $220.000 S 241,e00 Less values 01 any property being replaced Net estimated values upon completion of proiect S 220,000 $245,000 Estimated sdld waste converted (pounds) EsUmated hazardous waste converted (pounds) Other hettorrt• The homes will be sold to first time homeowners who have participated in financial/credit building workshops. SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations In this statement are tete. S:ynaauo 01 wtnotxed r p[escmG7Uva f 1)i" DateaApMA (maM, day, ysNj j/t// 3/30/2023 ad nerneofWhonxedmprewntal" Tina M. Patton—j"`taPresident Page 1 of 2 FOR -USE OF :•D 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 &1, 1-12,1, provides for the following limitations: A. The designated area has been limited to a period of brne not to exceed calendar years' (see be/ow), The date the designation expires is . NOTE: This question addresses whoVwr the reso/uLon coniairis an expiration data for the des/gnated area. B. The type of deduction that is allowed in the designated area is linked to: 1. Redeve?opmenl cr rehaUitauon of real estate improvements [I Yes No 2. Rosidentatly distressed areas Yes []No C. The amount of the deduction applicable is limited to $ D. Otter limitations or conditions !spe(;14) E. Number of years allowed: Year 1 Year 2 Year 3 Year 4 Year 5 (' see below) Year 6 Year 7 Year B 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 6-1.1-12.1-177 Yes tic 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 Juslify the deduction described above. Approved (S+gna'ura and bHa arautr)orhed mxnb•: ordasvriour:g body) Tolephono nun5bor i, a,,r slgneC `rr•y,U, c'ei. year, Prfntod nerve of auth"zud momber of designating body Name of def miming body AMMad by IsvrwNrA4r4M!* of a.:ex" Primed name of etlester If the designating body limits the lime 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 nxenber of years designated under IC X1.1 12.1 1T. A- For residentially distressed areas where the Form SB -1 Meal Property was approved prior to July 1, 2013, the deductions established in IC 6-1.11.12.1-4.1 remain in effect. The deduction period may not exceed five (5) years. For a Form SS-1tReal Property that is approved after June 30, 2013, the designating body Is required to establish an abatement schedule for each deduction allowed. Except as provided In IC 6 1.1-112.1-18, tete deduction period may not exceed ten (10) years. (See IC &11.11-112A-117 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 designaling body remains in effect. For a Form SS-1/Real Property that Is approved after June 30, 2013, the designaling body is required to establish an abatement schedule for each deduction allowed. (See IC 6-1. 1-12.1-17 below.) IC 6-1.142.1.17 Abatement schedules Sec. 17. (a) A designating body may provide to a business that Is established 1n 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 factnrs: 1) The total amount of the taxpayer's investment in real and per ->anal property. 2) The number of now full-time equivalent fobs created. 3) The averaga wage of the now 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. Adeslgnatng body shelf establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule muss specify the percentage amcunt of the deduction for each year of the deduction. Except as provided in IC 6-1.1-12.1-18, an abatement schedule may not exceed tell (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 taxpayers statement of benefits. l` C erk's p ce 3C?0e r Rk S .U y S Page 2 of 2 LnvioQ View of 726 Harrison from the street facing east. View of 724 Harrison from the street facing east. GENERAL NOTES. MODEL BUILDING TYPE: Harrison Street DESCRIPTION: UNIT CONFIGURATION: 3 BED / 2.5 BATH UNIT SIZE: 1,618 SQ. FT. (FINISH GROSS) BUILDING HEIGHT: 2 STORIES + BASEMENT SHEETINDEX ij&V1-t tiW" X i17 a APPLICABLE argxonnos IsLE _ zoiu rYwna..Eru..... GENERAL CONSTRUCTION 9TANDARDS1 YWrnufgYpM*.4Y MI+4 FELTwr-.N:r..,'IK,...r....e.l...1»a,......µ °`usq[xrxw° E r p.,sxrx°,[s ° xaxq s os rea c uuL[ss ox[aLNSE xm[ o, Wa. Ea cavo sEr 000a so rru °xq uNuo T.I. rs cr EouAL w xrx au Ee[p oEaE rxE oocp. ••. WLe'b 41W. r •[arl.le µgnlYyyY YY{f , wyf 10 xrrrwu wax+. oxxrEaaccATALLLl nxn nacunq uouuLnq gsovYsusxrs "E req oq z-xq OqE ganuclsnEcsssegv rxs nssCcneLE wn4LassEueLruusr uEer n.L uxnuum cosE „ ry , wY'r n'p'Atlzl eFw4Ls s.owcq suggauns, A K ..i.v i e w..Pw wwrinNlm-wmMl4tcY.enla ar.y. r,yr Ny..., yey. l u •k. Naaf i wznawr_ r. cxxanw, Ef. nxR[,[,rn,x:o Ltrl.otwl p Ex=>x wpw.xLLs.r xgrn r uul A-1-0Tr •o*nwr«i°w°.YnrrrEggxqFacnp[qsqPEan.rr° xs.wn"rwr.w.e..fue..w.n.arwa4rLena.cu.on w•..'x...n...w.n. sm. wsaitiiin iri::w:i. TI -1 gExq... v, Aw 0 Z W m 0 LnwV) I O 2 r U) w n g y o 03` wi Z mw Np NO U OOf U I` 09,16. 202z 1111 PRICINGSET ` I IK 1 w.. COVERGRAll- INGEX ANOGENERALINFORMATM) N Iw G-0. 01 f wN•. i. lmpin ln R4 w as w.EE..+apw fii. wrlrlYwn GENERAL CONSTRUCTION 9TANDARDS1 YWrnufgYpM*.4Y MI+ 4FELTwr-.N:r..,'IK,...r....e.l...1»a,......µ °`usq[xrxw° E r p.,sxrx°,[ s ° xaxq s os rea c uuL[ss ox[aLNSE xm[o, Wa. Ea cavo sEr 000a so rru °xq uNuo T.I. rs cr EouAL w xrx au Ee[p oEaE rxE oocp. ••. WLe' b 41W. r •[arl.le µgnlYyyY YY{ f , wyf 10 xrrrwu wax+.oxxrEaaccATALL Ll nxn nacunq uouuLnq gsovYsusxrs "E req oq z-xq OqE ganuclsnEcsssegv rxs nssCcneLE wn4LassEueLruusr uEer n.L uxnuum cosE „ ry , wY'r n'p' Atlzl eFw4Ls s. owcqsuggauns, A K ..i.v i e w..Pw wwrinNlm-wmMl4tcY.enla ar.y. r,yr Ny..., yey.l u •k. Naaf iwznawr_ r. cxxanw, Ef. nxR[,[,rn,x:o Ltrl.otwl p Ex=>x wpw.xLLs.r xgrn r uul A-1-0Tr •o*nwr«i°w°.Y n rr rEggxqFacnp[qsqPEan. rr°xs.wn"rwr.w.e..fue..w.n.arwa4rLena.cu.on w•..'x...n...w. n.sm. wsaitiiin iri::w:i. TI -1 gExq... v, Aw 0 Z W m 0Lnw V) I O 2 r U) w n g y o 03` wi Z mwN pN O UO Of U I` 09, 16. 202z 1111 PRICINGSET ` I IK 1 w.. COVER GRAll- INGEXANO GENERAL INFORMATM) N Iw G- 0. I I I I I a I 1 I 5h erzouw oicraicl GS --l— MOMM RE P1Aq I I I I I I I I 1 1 I I I I I I 0 Z W m H 0 N LuU) D O ly 00 N 0. Zxgmi 0 N N OU rnrn O U De•,e,mzz PFIGING SET YY` MMiw.i. i n. i.. e'nr.wu wi IRE PIANDIAGRAMSAND fj FOUNDATION PIAN 03[l.U. -N PIAN yr.[.a• A-1.01 1 71 A k 9EOXooM9 y 5sF _ seed xaa SF 0'[PmM051uPI.Oaq ".m Lwuve_ ui•-rte W11IMMLEVEL—N ARRILM w o e LIUMG RGCM y L GOLEBm V m•r MJOPM LEVEL PIAN unsra 13 Z LU m 2 F- DD O V) LUU) O T- ry O w N a N 0 Z 75 m l O U NU) O U PRICING SET M-95FEE-1. N T. lw A-1.02 Maud iuYA vMilw h ix.E aa wale pMI I! Y i6anj6 wLi e. W.W 0/I ALPIAN PLACEHOLOEH 1/C'=1'-0' 9)1Y 141LEVEL ELECTRICAL PLAN -- ,Q IKj WITERLIW9l-EECT{rGftW 1N -I-V 0 Z W m F— DD 0 N i U-) Z) 7 O x U) z011z m N O U U) Ow U oe.mmzz PFICING SET 4 x ROOF PLAN AN D LIGHTING PIANS A-1.03 DI (FRONT UEVAMN 113 02 [RIGHT ELEVATION MERE R EI—ATIOM TA -.r - 04 1— ELEVATION lw.r-r I'RIC'll'N-G—SET A = N E%TER ORELEVATIONS A-2.01 TI Z o daLL O k aEDRGGM t/'1 I INew 1aVING ROOM Luw I' pI __ I II C ' YiT! MV'• Lu Ef''^}..'(— ftlaw ii_ IW 11 u C-,r ..t.. I I U ' r :-• wn' Tt+lifl L J I I } ry o cn Lo IN m o 11 =11T O21"0" KMM IW -M, 03 [LONGITUDINAL SECTION lm --v • Z m i fn r TI u.x --ate maesclnwae U) 7FU 7`YMN ruh-rrlCw.rr PRICING SET f Iyr.nYl } I car ml srr. IWC*SGHEDULE f„r IR'. 1"d" t I WINDOW SCHEDULE r.,M 1 Tr1 .-v f crNno 9f.Y w'{ [ r WALLSECTION OORAND I i.-...--- .-.ice ww. WINCHEDUL S R rv... .+R,fD vincows c .•. 1 o0n c.wn wn p I 11 SCHEDULES r o jrrncxEcsERc4wnusEcnox au.r IWRIYOYCCHEIYLEN 1: Tar w A-3.01 oMm T - O2 (FRONT PORCH -SAVE DETAIL 1 -Vo 04 [MNDM HEAD 01 rFRONT PORCH SECTION tw M MAIN ROOF - E -E DETAIL Ia,.-r"' 15[WINDOW JAMD E -E I CSf-DOW SILL Pr T21PIRMI Iffill DETAILSELEVATIONOPTIONAI A-4.01 The Narrow House II The 3 -bedroom version of the Narrow House provides an effident, yet comfortable detached, fee -simple option that allows development of the city's most skinny infill tots, It maintains the same vernacular elevation options as the 2 -bedroom Narrow House, however, a 1 -story rear addition accommodates a ground floor master suite. This extension could also be modified into a one -car garage. office/workshop. or attached ancillary dwelling unit. 111111111119- 'IV-ld ZONING DISTRICTS ALLOWED m ®m` m T I OverviewBuildingType Building Dimensions t, acv; rrBuilding Hclght 2 story Building Wlcth 20' Building Depth (ind. porch) 51' Program Und ConGguraGon 3 bed / 2,5 bath r,,r; ,rr,, Unit Size (finished gloss) 1390 sq. ft. Basement (unfinished) 830 sq. ft. horar (unconditioned) 136 sq, ft; J 1st Floor 830 sq. ft. 2nd Fluoi 560 sq, ft. rr, s Lot Standards uit a' WING ' " LoL Width On nJ 30' Lot Widthption 60' d4lr++iitnr r Cost Assumptions Prelimirary Construction $220,000 -. E.' o,ates ' $270.000 Fina icing OI- tion= 30 -yr iortgr ge r arn ZCDK0 - CID CD C c— fid' N TZ U)M C-211 rn Z n v m 2 I OverviewBuildingType Building Dimensions t, acv; rrBuilding Hclght 2 story Building Wlcth 20' Building Depth (ind. porch) 51' Program Und ConGguraGon 3 bed / 2,5 bath r,,r; ,rr,, Unit Size (finished gloss) 1390 sq. ft. Basement (unfinished) 830 sq. ft. horar (unconditioned) 136 sq, ft; J 1st Floor 830 sq. ft. 2nd Fluoi 560 sq, ft. rr, s Lot Standards uit a' WING ' " LoL Width On nJ 30' Lot Widthption 60' d4lr++iitnr r Cost Assumptions Prelimirary Construction $220,000 -. E.' o,ates ' $270.000 Fina icing OI- tion= 30 -yr iortgr ge r Filed in Clerk's Office APR 18 2023 DAWN M, JONES MEMORANDUM OF AGREEMENT CITY CLERK, SOUTH BEND, IN SINGLE-FAMILY RESIDENTIAL REAL PROPERTY TAX ABATEMENT) This Memorandum of Agreement (Agreement) dated as of April 11, 2023, serves as confirmation of a commitment by Cross Community, Inc. (the "Applicant"), pending an April 24, 2023, public hearing, to comply with the project description contained in its petition, Statement of Benefits, and attachments and this Agreement. 1. Pronerties Associated with the Abatement and Responsibilities of the ADDllcant. At the time of this agreement, the properties are located at the following addresses with corresponding key numbers: 724 Harrison Street, South Bend, Indiana 46616 Key Number 71-08-02-407-013.000-026 726 Harrison Street, South Bend, Indiana 46616 Key Number 71-08-02-407-012.000-026 Throughout the duration of the abatement, the Applicant shall promptly report any changes in the addresses or Key Numbers of the properties receiving an abatement to the Department of Community Investment and to the Office of the City Clerk. Moreover, the Applicant also shall report any material changes or improvements made to the properties subject to an abatement including changes as the result of subdividing, replatting, or otherwise. The Applicant agrees that failure to promptly report changes can result in a finding of noncompliance on behalf of the Applicant under the commitments of this agreement. 2. Commitments of City and Aoplicant. Subject to the adoption of a Declaratory Resolution and a Confirmatory Resolution by the South Bend Common Council (the "SBCC"), the City of South Bend, Indiana, (the "City") commits to provide a five-year (5) single-family residential real property tax abatement for the Applicant, based on the Applicant's commitment set forth in its Application. The Applicant commits to the following (the "Commitments"): a) making total combined real property expenditures of no less than Four Hundred Forty Thousand dollars ($440,000.00) for the construction of two (2) single-family homes at the properties identified in Section 1 of this agreement; and c) acting in good faith to complete the project as described in its Application - 3. ADDlicant's ComDIiance with City and State Laws. During the term of the abatement, the Applicant shall comply with Chapter 2, Article 6, of the South Bend Municipal Code, entitled "Tax Abatement Procedures," and all governing provisions of the Indiana Code. During the term of this abatement, the City may annually request information from the Applicant concerning the nature of the Project, the approved capital expenditure of the Project, the number of full-time permanent positions newly created by the Project, and the average wage rates and salaries (excluding benefits and overtime) associated with the positions, and the Applicant shall provide the City with adequate written evidence thereof within fifteen (15) days of such request (the "Annual Survey"). The City shall utilize this information and the information required to be filed by the Applicant in the CF -1 Compliance with the Statement of Benefits form to verify that the Applicant has at all times complied with the Commitments after the Commitment Date and during the duration of the abatement and for no other purpose. The Applicant further agrees to provide the City with such additional information as requested by the City to determine Applicant's compliance with the Commitments and with local and state requirements within twenty (20) days following any such request. Notwithstanding anything herein to the contrary, the Applicant acknowledges that the City may be required to disclose certain documents provided by the Applicant as required by a court order or applicable law. 4. Substantial Compliance and Rights of Termination. The City, by and through the SBCC, reserves the right to terminate the Economic Revitalization Area designation and associated property tax abatement deductions if it reasonably determines that the Applicant has not made reasonable efforts to substantially comply with all the Commitments, as defined in Section 2 of this Agreement, and the Applicant's failure to substantially comply with the Commitments was not due to factors beyond its reasonable control, as described in Section 5 below. 5. Factors Bevond Control. As used in this Agreement, factors beyond the control of the Applicant shall only include factors not reasonably foreseeable at the time of designation application and submission of Statement of Benefits which are not caused by any act or omission of the Applicant, and which materially and adversely affect the ability of the Applicant to substantially comply with this Agreement. Applicant has the burden to communicate to the City any such factors in which it believes is beyond its control and impacting its ability to fulfill the terms of this Agreement or any tax abatement benefit provided to the City. The City reserves th,-. right to investigate the factors cited by Applicant under this Section 5 to the fullest extent possible and may deny Applicant's request upon the completion of the City's investigation. 6. Repavment of Tax Abatement Savings. If at any time during the term of this Agreement the Applicant and their successors and assigns shall: (a) be delinquent or in default with respect to any tax payment in St. Joseph County, Indiana; or (b) fail to comply with the obligations established by this Agreement, then the City may immediately terminate the Residentially Distressed Area designation and associated tax abatement deductions, and upon such termination, require Applicant to repay all of the tax abatement savings received through the date of such termination. 7. Notice/Hearing of Termination. In the event that the City determines that the Residentially Distressed Area designation and associated tax abatement deductions should be terminated or that all or a portion of the tax abatement savings should be repaid, it will give the Applicant notice of such determination, including a written statement calculating the amount due from the Applicant, and will provide the Applicant with an opportunity to meet with the City's designated representatives to show cause why the abatement should not be terminated and/or the tax savings repaid. Such notice shall state the names of the person with whom the Applicant may meet and will provide that the Applicant shall have thirty (30) days from the date of such notice to arrange such meeting and to provide its evidence concerning why the abatement termination and/or tax savings repayment should not occur. If, after giving such notice and receiving such evidence, if any, the City determines that the abatement termination and/or the tax repayment action is proper, the Applicant shall be provided with written notice and a hearing before the SBCC before any final action shall be taken terminating the abatement E and/or requiring repayment of tax benefits. The Applicant shall be entitled to appeal that determination to a St. Joseph County Superior or Circuit Court. 8. Renavment. In the event the City requires repayment of the tax abatement savings as provided hereunder, it shall provide Applicant with a written statement calculating the amount due (the Statement"), and Applicant shall make such repayment to the City within one hundred twenty (120) days of the date of the Statement. If the Applicant does not make timely repayment. the City shall be entitled to all reasonable costs and attorneys' fees incurred in the enforcement of this Agreement and the collection of the tax abatement savings required to be repaid hereunder. 9. Modification/Entire Agreement. This Agreement and the schedules attached hereto contain the entire understanding between the City and the Applicant with respect to the subject matter hereof, and supersede all prior and contemporaneous agreements and understandings, inducements, and conditions, expressed or implied, oral, or written, except as herein contained. This Agreement may not be modified or amended other than by an agreement in writing signed by the City and the Applicant. The Applicant understands that any and all filings required to be made or actions required to be taken to initiate or maintain the abatement are solely the responsibility of the Applicant. 10. Waivers. Neither the failure nor any delay on the part of the City to exercise any right, remedy, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial exercise of any right, remedy, power, or privilege preclude any other or further exercise of the same or of any other right, remedy, power, or privilege with respect to any occurrence or be construed as a waiver of such right, remedy, power, or privilege with respect to any other occurrence. No waiver shall be effective unless it is in writing and is signed by the party asserted to have granted such waiver. 11. Governing Laws of Indiana. This Agreement and all questions relating to its validity, interpretation, performance, and enforcement shall be governed by the laws and decisions of the courts of the State of Indiana. 12. Aot>licant's Consent to Jurisdiction. The Applicant hereby irrevocably consents to the jurisdiction of the Courts of the State of Indiana and of the St. Joseph County Circuit or Superior Court in connection with any action or proceeding arising out of or relating to this Agreement or any documents or instrument delivered with respect to any of the obligations hereunder, and any action related to this Agreement shall be brought in such County and in such Court. 12. Notices. All notices, requests, demands, and other communications required or permitted under this Agreement shall be in writing and shall be deemed to have been received when delivered by hand or by facsimile (with confirmation by registered or certified mail) or on the third business day following the mailing, by registered or certified mail, postage prepaid, return receipt requested, thereof, addressed as set forth below: K If to Applicant: Cross Community, Inc. 707 Sherman Avenue South Bend, Indiana 46616 Attn: Tina Patton If to the City: City of South Bend, Indiana 227 W. Jefferson Boulevard, Suite 14005 South Bend, Indiana 46601 Attn: Executive Director of Community Investment 13. Assignment and Transfer Prohibited. This Agreement shall be binding upon and inure to the benefit of the City and the Applicant and their successors and assigns, except (a) that no party may assign or transfer its rights or obligations under this Agreement without the prior written consent of the other party hereto, in which consent shall not be unreasonably withheld, and (b) Applicant may assign and transfer its rights under this Agreement to the Permitted Assign without prior written consent. "Permitted Assign' means the affiliated single purpose entity created for purposes of designing, constructing, owning, operating, and maintaining the single-family residences which are the subject of this Agreement. 14. Valid and Binding Agreement. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original as against any party whose signature appears thereon, and all of which shall together constitute one and the same instrument. By executing this Agreement, each person so executing affirms that he has been duly authorized to execute this Agreement on behalf of such party and that this Agreement constitutes a valid and binding obligation of the party. 15. Severabilitv. The provisions of this Agreement and of each section or other subdivision herein are independent of and separable from each other, and no provision shall be affected or rendered invalid or unenforceable by virtue of the fact that for any reason any other or others of them may be invalid or unenforceable in whole or in part unless this Agreement is rendered totally unenforceable thereby. 16. No Personal Liability No official, director, officer, employee, or agent of the City shall be charged personally by the Applicant, its employees, or its agents with any liabilities or expenses of defense or be held personally liable to the Applicant under any term or provision of this Agreement or because of the execution by such party of this Agreement or because of any default by such party hereunder. Remainder of page intentionally blank.] 4 IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the day and year first above written. Applicant" Cross Community, Inc. By: Auz Tina Patton President Cross Community, Inc. Approved as to Legal Adequacy and Form this I day of , 2023. Counsel, South Bend Common Council Counsel for Applicant 4City„ City of South Bend, Indiana 0 0 By: LIM Sharon McBride President, South Bend Common Council Rachel Tomas Morgan Chairperson, Community Investment Committee Erik Glavich Department of Community Investment James Mueller Mayor Attachment follows.] Filed in Clerk's Office I APR 18 2023 5 DAWN M, JONES CIN CLERK, SOUTH SEND, IN Filed in Clerk's Office Filed in Clerk's Office APR 18 2023 J DAWN M. JONES BILL NO. 23-18 APR 0 5 2023 CITY CLERK. SOUTH BEND, IN CRy CLERK, M. JONESEEND, INRESOLUTIONNO. 5015-23 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 724 Harrison Avenue, South Bend, IN 46616 AND 726 Harrison Avenue, South Bend, IN 46616 AS A RESIDENTIALLY DISTRESSED AREA FOR PURPOSES OF A FIVE-YEAR (5) RESIDENTIAL REAL PROPERTY TAX ABATEMENT FOR Cross Community, Inc. 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: 71-08-02-407-013.000-026 Commonly Known As: 724 Harrison Avenue, South Bend, IN 46616 Legal Description., Lot 2 Kingdom Campus Minor Sub 23124 NP #1221 62712022 and Key Number: 71-08-02-407-012.000-026 Commonly Known As: 726 Harrison Avenue, South Bend, IN 46616 Legal Description: Lot I Kingdom Campus Minor Sub 23124 NP ##1221 612712022 be designated as a Residentially Distressed 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 the area qualifies as a Residentially Distressed 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 a Residentially Distressed Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows; SECTION 1. The Common Council hereby determines and finds that the Petition 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 that the area meets one of the following conditions as formally established in Ordinance No. 9394-03, which was passed on February 10, 2003: A. The area is comprised of parcels that are either unimproved or contain only one - family (1) or two-family (2) dwellings designed for up to four (4) families, including accessory buildings for those dwellings; or B. Any dwellings in the area are not permanently occupied and are: i. the subject of an order issued under Indiana Code 36-7-9; or ii. evidencing significant building deficiencies; or C. Parcels of property in the area: i. have been sold and not redeemed under Indiana Code 6-1.1-24 and Indiana Code 6-1.I-25; or ii. are owned by a unit of local government; or D. A significant number of dwelling units within the area are not permanently occupied or a significant number of parcels in the area are vacant land; or E. A significant number of dwelling units within the area are: i. the subject of an order issued under Indiana Code 36-7-9; or ii. evidencing significant building deficiencies; or F. The area has experienced a net loss in the number of dwelling units, as documented by census information, local building and demolition permits, or certificates of occupancy, or the areas are owned by Indiana or the United States; or G. The area (plus any areas previously designated under this subsection) will not exceed ten percent (10%) of the total area within the Council's jurisdiction. SECTION 1I1. The Common Council also hereby determines and finds the following: A. That the description of the proposed redevelopment meets the applicable standards for such development; B. That the estimate of the value of the redevelopment is reasonable for projects of this nature; C. That the other benefits about which infonnation was requested are benefits that can be reasonably expected to result from the proposed described redevelopment; D. 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; E. That the deduction will not be allowed unless the dwelling is rehabilitated to meet local code standards for habitability; and F. That the deduction will not be allowed unless the dwelling rehabilitation is completed by December 31, 2025. SECTION 1V. The Common Council hereby determines and finds that the proposed described redevelopment can be reasonably expected to yield benefits identified in the Statement of Benefits and the petition for real property tax abatement consideration and that the Statement of Benefits form prescribed by the State Board of Accounts are sufficient to justify the deduction granted under Indiana Code 6-1.1-12.1-3. SECTION V.. The Common Council hereby accepts the report and recommendation of the Community investment Committee that the area herein described be designated as a Residentially Distressed Area and hereby adopts a Resolution designating this area as a Residentially Distressed Area for purposes of real property tax abatement. SECTION VI. The designation as a Residentially Distressed Area shall expire on December 31, 2025. SECTION VII. The Common Council hereby determines that the property owner is qualified for and is granted a real property tax deduction for a period of five (5) years as shown below pursuant to Indiana Code 6-1.1-12.1-17. Year 1 - 100% Year 2 - 100% Year 3 - WA6 Year 4 - 95% Year 5 - 90% SECTION VIII. The Common Council directs the City CIerk to cause notice of the adoption of this Declaratory Resolution for Real Property Taut 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 IX. Pursuant to Indiana Code 6-1.1-12.1-2, the rehabilitation must meet all local code standards for habitability as a specific condition of having such property designated as a residentially distressed area. SECTION X. 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. Approved and signed by me on the M. Filed in Clerk's Office APR 0 52023 DAWN M. JONES CITY CLERK, SOUTH BEND, IN Dawn M. Jones, City Clerk Office of the City Clerk day of James Mueller, Mayor City of South Bend 2023, at—_ o'clock Filed in Clerk's Office APR 18 2023 DAWN M. JONES CITY CLERK, SOUTH BEND, IN Filed in Clerk's Office Filed in Clerk's Office i I APR 182023 STATEMENT OF BENEFITS MAR 3 L 2023 At 1 REAL ESTATE IMPRovEMENTS taS N111 State Fonns1767(R711-21) DAWN M. JONES ND IN l ND, IN Prescribed by the Department o1 Local Government pinaetLCl y CLERK, SOUTH BE PRIVACY NOTICE This statement is being completed for teal property that qualifies under the folowing Indiana Code (check one box): Any Woffn&Wn con comng ustngtheo D Redevelopment or rehab4itation of real estate Improvements (IC 61.1-12.14) d the p operty and speaft salaries Residentially ds!rossed 8re9 (iC & paid to Indvtdual ampwtoyyeeww by the1.1-12.1 4.1) owrw is cortwnbw per IC INSTRUCTIONS. 2. 1. 1. This statement must be submitted to the body designating the Economic Revitakm6on Area pnor to the public heating i(tho designating body requires information from the applicant in malting its decision about whether to dasignala an Economic Revitalization Area. Otherwise. Itis statement must be submitted to rho designating body BEFORE the redevebpment or rehabititafion of teal property for which the person wishes to claim a doductlon. 2. The statement of benards form must be submitted to rhe dasignabng body and the area designated an economic rovifelization area before the lnitieffon of the rudevelopmeM or rehabilitation for which the person desires to claim a deduction 3. To obtain a deduction, a Fort 322YRE must be filed with the county auditor before May 10 in the year In which the addidan to assessed valuation is made or not later than thirty (30) days oiler the assessment notice is mailed to the property owner Hit was mailed aRerAprrl 10. A property owner who felled to INe a deduction application within the prescribed doadgrto may rile an application behwen January 1 and May 10 eta subsequent year. 4. A property owner who fikis W the deduction must provide the county auditor and designating body with a Form CF-URaal Property The Form CF-I/Real Property should be attached to the Form 3221RE when the deduction is first claimed and than Loafed annually far each year the deduction is appllcab(e. fC 61.1-12.1-5.1(b) 5. For a Form SB-ilReal Property that is approved afar June 30. 2013. the designating body is naquired to esfabNsh an abatement schedule for each deduction allowed. For a Fort SB-IlReal Propwly that is approved prior to July 1. 2013, the abatement schedule approved by the designating body remains in effect. IC 61.1-12.1-17 SECTION•• • Name at taxpayer Cross Community Inc. Addm a a f taxpefe r Number•nd.tr L 707 Sherman Ave city South Bend clear IN zip: 46616 Name of contact presort TAMhona number E-mail addrs"a Flnr Name•. Tina tail Name. Patton (574) 876-2106 Imtpanon2®comcesLnet SECTJON 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of dosigruting body Common Council of the City of South Bend Resoitibon number Locelmw of pn)perty county DLGF UWng district number Numbcraad stn,: 724 Harrison Avenue air. south Bend Sato IN ?,, 46616 St. Joseph 026 (South Bend -Pottage) Deacnplfon of res! property impfo remants. rederetoprnertt, Cc rahebi Rion (use addrdo, JSh@afSffn*CftWryj EAinwed start dots fnwth, dry, year) We will building 2 new homes that in general will be between 1390-1620 sgft. The tomes will 5/1/2023 be sold to first time homeowners who have participated in tinanciaUcredit bullding workshops. Es*,newd oarnpaban date (-000, day. yftr) 12/1/2023 REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values $2.600 Plus ostimated values of proposed project $220.000 S 242.400 Less values of any property tieing replaced Not estimated values upon completion of Proiact $ 220,000 3 246,000 Estimated solid waste converted (pounds) Estimated hazardous waste converted (pounds) Other benefits The homes will be sold to first time homeowners who have participated in financial/credit building workshops. SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. signature tit outto,tred represenfaftya „/f Data signed Pow1h. day, year) tL/ ,fj&7C_,,, 13/3012023 PAntedname ofauthorindropmsertmrb'" Tina M. Patton TitoPresident Page 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the appricanl meets the general standards In the resolution adopted or to be adopted by this body. Said resolution, passed or to be passed under IC 61.1-12-1, provrdes lot the fallowing !Imitations: A. The designated area has been limited to a period of time not to exceed N/A calendar years' (see below). The date this designation expire', is 12/3112025 NOTE This question addresses whether the rasolu6on contains an explrsdon date for the de"nsfed area. B. The type of deduction that Is allowed In the designated area is IUnited to: 1. Redevelopment or rehabilitation of real estate improvements []Yes ®No 2. Residentially distressed areas xQYes C] No C. The amount of the deduction applicable is limited b $ NSA D. Other limltatlons or conditions (mealy) N/A E. Number of years allowed: Year 1 [ Year 2 Year 3 Yaar 4 ® Year 5 (' see batow) 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 61.1.12.1-177 C9 Yes No If yes, attach a copy of the abatement schedule to this form. If no, the designating body is required to estabfish an abatement schedule before the deduction can be determined. We have also revievrad 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 descrWed above, Approved (aigrdfum end risco of authori2ed membor o/ do4na:rng body) i0oOronv number I Dew signed frn", day, yebr) fl Printed nems of a ftdzod member of designating body Name of designating body ACesled by (sfgna1m and We or eresler) Ponlod name of allester if the designating body limits the time period during which an area is an economic ravitaf Ation area, that limitation does not limit the length of time a taxpayer is ontiled to receive a deduction to a number of years that is less than the number of years designated under IC 61.1-12.1-1T. A. For residentially distressed areas where the Form SIB -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 estati4sn an abatement schedule for each deduction allowed. Except as provided in IC 6 1.1-12.1-18, the deduction podod may not axceed ton (10) years. (Seo IC 5-1. 1-12.1.17 below.) B For the redevelopment or rehabilitation of roar property where the Form SB-1/Real Property was approved prior to July 1, 2013, the abatemem schedule approved by the designating body remains in effect. For a Four SBA/Real Property that is approved after June 30, 2013, the designating body is required to astablish an abatement schedule for each deduction allowed. (See tC 6-1.1-12.1-17 below) IC 6-1.1-12.1-17 Abatement schedule& 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 taxpayers 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 requlrements 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. Except as provided In IC 61.1-12.1-16, 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 stalement of benefits. Filed in Clerk's Office I I APR 1 [u DAWN M. JUNES CITY CLERK, SOUTH BEND, IN Page 2 of 2 Clerk 5Ce MAR Y STATEMENT OF BENEFITS ?O?3 2023 PAY2Q24 REAL ESTATE IMPROVEMENTS C17y C'NN' State Fonn 51797 (8711-21) CORK SDUpNIrS I FORM 88-11 Real Property Proscribed by the Department of Local Government Finance / i PRIVACY NOTICE This statement is ging completed for real properly that qualifies under the following Indiana Code (Cho Any Informsibn aonoemtng the cost i] Redevelopment nr rehabilital:on of real estate improvements (IC 63-M-12, 1A) at Via prop" and opeca8c salaTfm paid to individual errployees'by the Residentially distressed area (IC ti 1,1-12.1 +t. 1) gcnowner Is connderuta! per tC d1.1 -12.t-5. 1. INSTRUCTIONS. 1 This statement must be submfffed to the body designating the Economic Revitalization Area prior to the public hearing if the dasignafrrlg body requires information from the applicant In making its decision abou l whether to designefe an Economic Revitalization Area. Otherwise, this statement must be submitted to fie designating body BEFORE the redevelopment or rehalalleOon of reel property for which the person wishes to cla(rrt a deduction. 2. The statamarif of benefits form must be submitted to the designaftng body and the area designated an economic re0slizatiaon area before the lndtallon of the redevelopment or rehabilitation for which the person desires to claim a deduction. 3 To obtain a deduction, a Form 322ME must be riled with the county auditor before +flay 101n the year in which the addrflon to assessed valuation is made or not later than thirty (30) days after the essessmenr notice is malted to the property owner if if was mailed after April 10. A property owner who farted fo Re a dadadlon application within the prescribed daadfrne may file an application between January i and May 10 of a subsequent year. 4. A property owner who riles for the deduction must provide the county auditor and designaling body with a Farm CF-I/Real Property. The Foran CF-IlReal Property should be attached to the Form 322114E when the deduction is fust claimed and then updated annually for each year the daductfon 1s applicable. IC 6-1.1.12.1-5.1(6) 5. For a Form SB-1/Reat Property that Is approved after June 30, 2013, the designating body Is required to estaiNiish an abatement schedule for each deduction allowed. For a Form SS-IlRard Properly (hat is approved prior to July 1. 2013, the abatement schedule approved by the designating body remains in tt/Tset. IC 61.1-12.1-17 SECTION• • Name of taxpayer Cross Community Inc. Address of taxpayer Number andsteet 707 Sherman Ave Cllr South Bend stxt. IN zip: 46616 Nemo et onnpt twiwe. person Tina wtName. Patton i Te[nphone number ( 574) 876-2106 Emelt tmpattm2@cmcast.net SECTION• • AND DESCR!PTION OF •• r r PROJECT Norma of designating body Resolution number Common Council of the City of South Bend Loco.non of property County DLGF taxing dlabict number Number aad street 726 Harrison Avenue city: south Bend sutc: IN ZIP: 46616 St. Joseph 026 (South Bend -Portage) Deacrpbon of roam property improvaments. rodavetopmerd. or ratuMtuijon (use addmons meals d retasaaryl Etttmetod Wait tate (mo4M_ day. years We will building 2 new homes that in general will be between 1390-1620 sgft. The homes will 5/1/2023 be sold to first time homeowners who have participated in financial/credit building workshops. Eatnreee ocrnptetion dam VMWA day. »W) 12/1/2023 Current values Pius estimated values of proposed project Less values of any property being replaced Net estimated values upon completion of pi Estimated solid waste converted (pounds) REAL ESTATE 61PROVEMEHTS COST ASSMED VALUE S3.400 220,000 $ 241,800 f 220,D00 1 $ 245,000 Es(Imated hazardous waste converted (pounds) Other benefits The homes will be sold to first time homeowners who have participated in financial/credit building workshops. SECTION 6 TAXPAYER CERTIFICATION I hereby codify that the reprasenta5ons In this statement are true. er1AItM3 0'f t1Ut1f0!}fed representative / / Dote 119rMd trrawlrh, daj! yea!) 3/3012023 Printed nano ou autltonxad represents;No Tina M. Patton iltlo President ,. Pagel oft I-oe j in L,twK b BFiIGtr i APR 18 2023 DAWN M. JONES CITY CLERK, SOUTH BEND, IN FOR OF DESIGNATING BODY We find that the applicant meet; the general standards In the resolution adopted or to be adopted by Wa body. Said resolution, passed or to be passed under IC 6.1,1-12.1, provides for the following limltabons: A. The designated area has been limited to a period of time not to exceed N/A calendar years' (see below). The dale this designation expires is 12/31/2025 NOTE: 7his Question addresses whether the resolution contains an expiration date (or the desrgnsted arae. B. The type of deduction that is allowed in the designated area is limbed to: I Redevelopment or rehabilitation of real wale Improvements Yes ]No 2. Residentially distressed areas ©Yes El No C. The amount of the deduction applicable is limited to $ N/A D. Other limitations or conditions (spacW) N/A E. Number of years allowed: Year 1 Year 2 (] Year 3 Year 4 ® Year 5 (' see below) Year 6 I] Year 7 D Year 8 Year 9 Year 10 F. Far a statement of benefits approved after June 30, 2013, did this dasignatng body adopt an abatement schedule per IC 6-1.1.12.1-177 I@ 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 tStpnerurn and Oft oraufhovhed member oldasign0r.9 body) Tol•D'wna number I Date signed trrrnth. day, year) Prtntod name 0 autheAred member of dosignatkQ body flame or design atfng body Attested by (signerum and dile afatfa.5tar1 Printad name of attos!ar If the designating body limits the lime 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 dissipated under IC 61.1-12.1-17. A_ For res:dentialy distnumed areas where the Form SB -1 Mast 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 rot exceed rive (5) years. For a Form S6-1lReal Properly that is approved anar ,:une 30, 2013, the designating body Ls required to establish an abatement schedule for each deduction allowed. Except as provided In IC 152-1.1-12-1-118, the deduction period may not exceed ten (10) years. (See IC 6-1-1.12.11-17 below.) 8. For the redevelopment or rehabilitation of real prop" where the Form SB-1/Real Property was approved prior to July 1, 2013, the abatement schedule approved by the designating body remalns in effect. For a Form SB-1/Real Property that is approved after June 30, 2013, the designating body is required to establish an abatement schedule for each deduction allowed. (See IC 61.1-12.1-17 below.) IC 61.1-12.1.17 Abst emanit schedules Sec. 17. (a) A designating body may provide to a business that is established In or relc::ated to a revitalization area and that receives a deduction under section b or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayers investment in real and personal property - 2) The number of now 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. Except as provided in IC fr1.1-12.1.18, 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 abalernent schaduls expires under the terms of the resoltdion approving time taxpayers statement of benefits. Filed in Gerk's Office APR 18 ZOZ3 DAWN M. JONES CITY CLERK, SOUTH BEND, IN Page 2 of 2 sof 4R 36 10,,,. k SSU At /