HomeMy WebLinkAbout1 RDC PACKET 7.13.23South Bend Redevelopment Commission
227 West Jefferson Boulevard, Room 1308, South Bend, Indiana
Agenda
Regular Meeting, July 13, 2023 – 9:30 a.m.
https://tinyurl.com/RedevelopmentCommission or BPW Conference Room 13th Floor
1.Roll Call
2.Approval of Minutes
A.Minutes of the Regular Meeting of Thursday, June 22, 2023
3.Approval of Claims
A.Claims Allowance 7.7.23
4.Old Business
A.None
5.New Business
A.River West Development Area
1.Budget Request (Coal Line Trail Phase II)
2.Real Estate Purchase Agreement (KCG)
3.Real Estate Purchase Agreement (Advantix)
4.MOU (Valerie Loew 2023 – 2028)
5.First Amendment to Real Estate Purchase Agreement (The Monreaux)
6.Progress Reports
A.Tax Abatement
B.Common Council
C.Other
7.Next Commission Meeting:
Thursday, July 27, 2023, 9:30 am
ITEM 1
South Be n d
Redevelopment Commission
227 West Jefferson Boulevard, Room 1308, South Bend, IN
SOUTH BEND REDEVELOPMENT COMMISSION
SCHEDULED REGULAR MEETING
June 22, 2023 – 9:30 am
https://tinyurl.com/RedevelopmentCommission or BPW 13th Floor
Presiding: Marcia Jones, President
The meeting was called to order at 9:36 a.m.
1.ROLL CALL
Members Present: Marcia Jones, President – IP
Vivian Sallie, Secretary - IP
David Relos, Commissioner – IP
Leslie Wesley, Commissioner - V
IP = In Person V = Virtual
Members Absent: Troy Warner, Vice-President
Eli Wax, Commissioner
Legal Counsel: Danielle Campbell, Asst. City Attorney
Sandra Kennedy, Esq.
Redevelopment
Staff:
Mary Brazinsky, Board Secretary
Joseph Molnar, RDC Staff
Others Present: Caleb Bauer
Erik Glavich
Tim Corcoran
Chris Dressel
Rosa Tomas
Michael Divita
Charlotte Brach
Zach Hurst
Leslie Biek
Matt Barrett
Jordan Smith
Katrina Marquardt
Mark Hillman
DCI
DCI
DCI
DCI
DCI
DCI
Engineering
Engineering
Engineering
Resident
SB Tribune
Hayes Tower
Intern, city legal
ITEM 2A
South Bend Redevelopment Commission Regular Meeting – June 22, 2023
2. Approval of Minutes
• Approval of Minutes of the Regular Meeting of Thursday, June 8, 2023
Upon a motion by Secretary Sallie, seconded by Commissioner Relos, the motion
carried unanimously, the Commission approved the minutes of the regular
meeting of Thursday, June 8, 2023.
3. Approval of Claims
A. Claims Allowance 6.14.23
B. Claims Allowance 6.23.23
Upon a motion by Commissioner Relos, seconded by Secretary Sallie, the motion
carried unanimously, the Commission approved the claims allowance of June 14,
2023, and June 20, 2023.
4. Old Business
5. New Business
A. River West Development Area
1. Budget Request (Coal Line Multiuse Trail Phase III Design)
Tim Corcoran Presented a Budget Request (Coal Line Multiuse Trail Phase III
Design). Staff is requesting $250k for design of Coal Line Phase III between
Lincoln Way West and Linden Avenue. Continuing the trail was identified as a
priority in the Kennedy Park plan and as a connection to the new Dream Center.
Construction of this project could begin as early as 2025; this year we will be in the
design phase. Mr. Corcoran showed the Commission a PowerPoint Presentation
of progress year to date of the Coal Line Multiuse Trail.
(https://acrobat.adobe.com/link/track?uri=urn:aaid:scds:US:f247184a-c310-49eb-9ec4-
af059d4501ae). Phase I of the project is complete. Phase II is under construction.
Phase III will start where Phase I was completed at Lincolnway and Wilbur. We
are excited that we will be able to connect the East Bank Trail to the Coal Line
Trail with the LaSalle Trail to Roseland and up to Niles Michigan. The request
before you today is a budget request for design of Phase III which is an 80/20
match with Macog. The city has to pay for this upfront but will be reimbursed 80%
of the $250k paying approximately $50k. Several renderings were shown of the
areas in which the Coal Line Trail will run. Commission approval is requested.
Commissioner Wesley asked about the College and Linden Street rendering. She
asked about the building being owned and a plan for technology in that building.
Mr. Corcoran and Mr. Bauer noted that those are only conceptual drawings
including the King Center.
Commissioner Relos asked if we are following the old, abandoned railroad.
South Bend Redevelopment Commission Regular Meeting – June 22, 2023
Mr. Corcoran responded that route has become cost prohibited. The railroad
owned a portion and would have put the trail behind people’s homes. The new
layout puts the trail in a higher visible area which increases safety and usability; it
is also a straight line to the King Center.
Upon a motion by Secretary Sallie, seconded by Commissioner Relos, the motion
carried unanimously, the Commission approved Budget Request (Coal Line
Multiuse Trail Phase III Design) submitted on Thursday, June 22, 2023.
2.Resolution No. 3575 (Approving R Ray Real Estate (Masterbilt) Settlement)
Joe Molnar Presented Resolution No. 3575 (Approving R Ray Real Estate
(Masterbilt) Settlement). The Resolution will approve staff’s authority to settle an
agreement with R Ray Real Estate. The Redevelopment Commission sold the
property in 2019 to Masterbilt with intentions of moving their business to this site.
Masterbilt performed lot improvements including obtaining a Quite Title Judgment
and removing railroad easements which made the property larger for
development. Masterbilt has since purchased a larger already constructed
building within the city limits at 3801 Voorde Drive and expanded the business as
planned. They have made large expansions to their business at Voorde Drive
without tax abatements or investments from the city. Masterbilt has been very
open with the city as to their plans for a new location. The city would again own
all the property along Indiana which will be a large location for future
development. The city has agreed to pay $50k to reacquire the improved
property which will give us ownership of the entire Ignition Park South property.
We will transfer two small non-buildable lots near the current Masterbilt owned
property to them. The Resolution will authorize the legal department to negotiate
the remaining terms of the settlement agreement. Commission approval is
requested.
Danielle Campbell Weiss, City Attorney stated that this will approve the key terms
of the agreement. Corporation Counsel will authorize the key terms and any
minor terms of the agreement. A deed would be executed by the RDC today but
will be held until we receive the deed of the initial property.
Mr. Bauer added that the two lots conveyed to Masterbilt; the benefit to both the
city and Masterbilt is since they own the adjacent lot, Masterbilt will be fencing in
the lot in. They have had a lot of dumping occurring at that site; the fence will
prevent that from happening on the property.
Commissioner Relos asked when the right of way was vacated on the north side
of temple property; there is a separate parcel that is included in the deed.
Ms. Weiss noted that there are a few parcels that appear to have no ownership
according to property records, which we will need to investigate. The parcel being
returned to us has the best title as a quiet title judgment which is more valuable.
South Bend Redevelopment Commission Regular Meeting – June 22, 2023
Mr. Bauer noted that the railroad piece is something the city and Masterbilt will
need to look into. On GIS it does appear to be subdivided. There were existing
easements here that Masterbilt cleaned up. Looking at the Indiana Avenue
parcel, there are a number of parcels that the Redevelopment Commission does
own. We do believe ownership of these parcels could unlock potential
redevelopment.
Commissioner Relos asked if the city has looked at vacating the two lots to the
east of there.
Mr. Molnar stated yes, we have looked into that and will be making sure it is all
cleaned up for buildability in the future.
Matt Barrett, resident noted that the property was sold for $30k, the city is paying
$50k to acquire the property back but the agreement states that the purchaser
would not be reimbursed for any expenses that the purchaser incurred to develop
the property if they did not comply with the terms of the agreement which required
$1.2M investment. The title that was transferred specifically says in the event that
they fail to perform the property improvements, in accordance with section eleven
then the grantor being the city can enter and terminate and reinvest in the grantor
the estate granted to the grantor guaranteed by this deed. All of the grantee’s
rights and interests in the property without offset or compensation for the value of
any improvements to the property made by the grantee. Mr. Barrett states he is
wondering what their legal argument is as why they are entitled to anything from
the city.
Mr. Bauer replied that Masterbilt has been in communication with the city
throughout the process, including the facility on Voorde Drive. Not only has
Masterbilt continued to invest within the city, but they have added at least a dozen
new jobs. They could have built outside of the city but they have continued to
stay in South Bend. They have been upfront as to why it was a better decision for
them to purchase an existing building rather than to build at a new site. We
appreciate the time and work they invested in cleaning up the title at the site to
make it more attractive to future developers. We believe they are a good partner
and will continue to be a good partner with the city.
Ms. Weiss noted that there were actually forty new jobs brought into their new
facility from Mishawaka to the Voorde Drive location and that they made a multi-
million-dollar investment in the Voorde Drive plant.
Mr. Barrett stated that he feels they were rewarded for doing the things that they
had done as opposed to things they were supposed to do.
Mr. Bauer stated that he doesn’t think this should be noted as a reward. They are
re-cooping the original payment amount by returning the property to the
Redevelopment Commission and the Commission is off setting a portion of cost
incurred with the quiet title. Masterbilt had other costs incurred that will not be re-
imbursed including design plans and other costs.
South Bend Redevelopment Commission Regular Meeting – June 22, 2023
Secretary Sallie stated Masterbilt will continue to invest in South Bend and will
continue the partnership.
Commissioner Relos asked if they bought a place in Elkhart.
Mr. Corcoran stated that they have a few facilities including one in San Diego and
one in Phoenix.
Commissioner Relos stated that they had an option to move out of South Bend,
but they didn’t.
Mr. Bauer replied that is correct.
Mr. Barrett stated he is trying to figure out what the policy is as he does not see
this as furthering the company. He doesn’t understand the claw back.
Mr. Bauer noted that it is very important to weigh the message that litigation
sends from the Redevelopment Commission. It sends a message to the business
community. When a business is not cooperative with the city and the
Redevelopment Commission, that is different than companies that are
communicative and operating in good faith.
Mr. Barrett states that he sees that but does not see a legal argument as to where
they are entitled to this. Sometimes the failure to bring litigation forward sends a
message. He does not pretend to know all the facts.
Mr. Bauer states the strength of our agreements are how they are prepared and
presented; this is what allows us to work with businesses.
Commissioner Relos noted that since they are on the tax roll now, perhaps we
can get pro-rated taxes from them.
Upon a motion by Commissioner Relos, seconded by Secretary Sallie, the motion
carried unanimously, the Commission approved Resolution No. 3575 (Approving
R Ray Real Estate (Masterbilt) Settlement) submitted on Thursday, June 22,
2023.
3.Budget Request (SBCC Traffic Impact Study)
Charlotte Brach Presented a Budget Request (SBCC Traffic Impact Study).
Commission approval is requested. This request is for a new traffic impact study
for the new South Bend Chocolate site on US 20. They have requested a signal
at US 20 and Olive to help with traffic flow. A study is required to determine if this
is necessary. This is for $40k to cover the study which will be split with the
developer (50%).
Secretary Sallie asked if this is premature as the business is not open. How will
traffic be determined since it will vary once business is opened.
South Bend Redevelopment Commission Regular Meeting – June 22, 2023
Ms. Brach noted that the company will add traffic projections based on a
business being opened and projected traffic.
Mr. Bauer noted that the study can inform us what kind of light should be placed
there. Right now, a flashing yellow light is projected but we are thinking it may
require something more.
Upon a motion by Secretary Sallie, seconded by Commissioner Relos, the motion
carried unanimously, the Commission approved Budget Request (SBCC Traffic
Impact Study) submitted on Thursday, June 22, 2023.
6.Progress Reports
A.Tax Abatement
1.Erik Glavich noted that the following abatements were approved at Council on
June 12, 2023:
•Verbio North America, LLC/Ethanol Plant at 3201 W Calvert Street (5) year
Personal Property Tax Abatement. There will be $230M investment.
•Verbio North America, LLC/Ethanol Plant at 3201 W Calvert Street (8) year
Real Property Tax Abatement. They will install quite a bit of new
equipment.
•Reconfirming Resolution Diamond View Apartments, LP – (8) Year Tax
Abatement; across from Four Winds Field; LIHTC Tax Credits were
approved in January 2023. Sixty units all low income; they are partnering
with the Logan Center to provide housing for some of their residents.
•Declaratory Resolution RealAmerica Development, LLC - 8) Year Tax
Abatement; this will be market rate apartments with office space on the first
floor.
•Resolution Designating Area GLC Portage Prairie, LLC – AMG expansion
for their military production. Expansion of 167,000 square feet with a $12M
investment which will help fulfill the new Army contract received.
•Resolution Designating Area Historic Property (Monarch Printing) (2) Year
Vacant Building Tax Abatement. Investment of $570k to re-hab the building
in two phases. The first phase is for the first floor as office space, second
floor as resident space.
•Resolution Designating Area Historic Property (Monarch Printing) (2) Year
Real Property Tax Abatement
•David Nufer/Burton’s Laundry was approved.
2.Mr. Glavich stated the following items would be presented at Council on June 26,
2023:
•Declaratory Resolution for 1405 Portage Avenue, South Bend – 5 Year Tax
Abatement
•Declaratory Resolution for 1202 S Lafayette Blvd, South Bend – 10 Year Tax
Abatement; this is for KCG a LIHTC project – low-income housing units.
•Confirming Resolution for 5448 Dylan Drive, South Bend – 9 Year Tax
Abatement
•Confirming Resolution for 516 Michigan Street, South Bend – 6 Year Tax
Abatement
South Bend Redevelopment Commission Regular Meeting – June 22, 2023
•Confirming Resolution Mixed-Use – 8 Year Real Property Tax Abatement for
Real America Development, LLC at 504 S Lafayette Blvd
•Declaratory Resolution Multi-Family Development Real Property Tax
Abatement for Advantix Development Corporation – Multiple Properties
B.Common Council
C.Other
1.Mr. Molnar stated that KCG is on RDC property, and the agreement will be
coming in the next few meetings. Also, the Advantix property will be coming forth.
7.Next Commission Meeting:
Thursday, July 13, 2023
8.Adjournment
Thursday, June 22, 2023, 10:21 a.m.
Vivian Sallie, Secretary Marcia Jones, President
City of South Bend
Department of Administration & Finance
Claims Allowance Request
To:South Bend Redevelopment Commission
From:Kyle Willis, City Controller
Date:Friday, July 7, 2023
Pursuant to Indiana Code 36-4-8-7, I have audited and certified the attached claims and
submit them for allowance in the following amounts:
GBLN-0058781 $1,945,068.03
GBLN-0059347 $219,678.33
GBLN-0000000 $0.00
Total:$2,164,746.36
_______________________________
Kyle Willis
The attached claims described above were allowed in the following
total amount at a public meeting on the date stated below:2,164,746.36$
South Bend Redevelopment Commission
By:_______________________________
Name:
Date:
Attest:_______________________________
Name:
ITEM 3A
Expenditure approval
RDC Payments-? /5/23 Pymt Run
GBLN-0059347
Payment method:
Voucher:
Payment date:
Vendor#
V-00000918
V-00000918
Payment method:
Voucher:
Payment date:
Vendor#
V-00001513
Payment method:
Voucher:
Payment date:
Vendor#
V-00001722
Payment method:
Voucher:
Payment date:
Vendor#
CHK-Total
RDCP-00017815
7/5/2023
Name
JONES PETRIE
RAFINSKI
JONES PETRIE
RAFINSKI
CHK-Total
RDCP-00017816
7/5/2023
Name
SLATILE
ROOFING &
SHEET METAL
ACH-Total
RDCP-00017817
7/5/2023
Name
UNITED
Invoice#
46519
46518
Invoice#
3/16 INV
Invoice#
CONSULTING 1640671
ACH-Total
RDCP-00017818
7/5/2023
Name Invoice#
Line description
Design
Design
Line description
MarMain Roof Replacement
Line description
16J008 ENGINEERING SERVICE PH II FOR
Line description
Due date
7/12/2023
7/12/2023
Due date
5/24/2023
Due date
7/14/2023
Due date
Invoice amount Financial dimensions
429-10-102-121-431002--
$4,217.00 PROJ00000317
429-10-102-121-431002--
$502.88 PROJ00000317
Invoice amount Financial dimensions
$140,773.85
324-10-102-121-443001-
PROJ00000372
Invoice amount Financial dimensions
324-10-102-121-443001--
$8,325.81 PROJ00000018
Invoice amount Financial dimensions
Purchase order
PO-0013624
PO-0013624
Purchase order
PO-0021898
Purchase order
PO-0000011
Purchase order
Redevelopment Commission Agenda Item
DATE: July 10, 2023
FROM: Chris Dressel
SUBJECT: Budget Request (Coal Line Multiuse Trail Construction)
Which TIF? (circle one) River West; River East; South Side; Douglas Road; West Washington
PURPOSE OF REQUEST:
Staff requests the Redevelopment Commission's approval of an additional $87,000 to be
budgeted for construction of the Coal Line Trail Phase II (between Riverside Drive and IN 933)
This request covers additional construction costs of Phase II in 2023 with two concurrent
projects, one including the trail plus amenities and a second including the river bridge crossing.
If you should have any questions or need more information, please feel free to contact me at
either cdressel@southbendin.gov or 235-5847.
INTERNAL USE ONLY: Project Code: _______________________________________________;
Total Amount new/change (inc/dec) in budget:; Break down:
Costs: Engineering Amt: ______________________; Other Prof Serv Amt_________________;
Acquisition of Land/Bldg (circle one) Amt: ________; Street Const Amt _______;
Building Imp Amt_________; Sewers Amt_________; Other (specify) Amt: ________________
___________________________________________. Going to BPW for Contracting? Y/N
Is this item ready to encumber now? ____ Existing PO#__________ Inc/Dec $_____________
ITEM 5A1
Redevelopment Commission Agenda Item
DATE: 7/6/23
FROM: Joseph Molnar
SUBJECT: Real Estate Purchase Agreement 1202 S. Lafayette
Which TIF? (circle one) River West; River East; South Side; Douglas Road; West Washington
PURPOSE OF REQUEST: Purchase Agreement for 1202 S. Lafayette.
Specifics: This Real Estate Purchase Agreement is for 1202 S. Lafayette, located at the southeast
corner of Lafayette and Stull. KCG Development is applying for low-income housing tax credits
with plans to construct a new building on the site for income-based 55 years and older, multi-
family housing. The current plan is for 50 housing units total.
The sale of property will only proceed if the developer is awarded the low-income housing tax
credits. Awarding of the low-income housing tax credits will happen this November. The
Agreement includes a purchase price of $1,000 and a minimum investment on behalf of the
developer of $13 million and completion within 30 months of the construction commencement
date.
Staff requests approval of this Agreement.
INTERNAL USE ONLY: Project Code: _______________________________________________;
Total Amount new/change (inc/dec) in budget: _______________; Break down:
Costs: Engineering Amt: ______________________; Other Prof Serv Amt_________________;
Acquisition of Land/Bldg (circle one) Amt: ___________; Street Const Amt ________________;
Building Imp Amt_________; Sewers Amt_________; Other (specify) Amt: ________________
___________________________________________. Going to BPW for Contracting? Y/N
Is this item ready to encumber now? ____ Existing PO#__________ Inc/Dec $_____________
_________________________Pres/V-Pres
ATTEST: __________________Secretary
Date: ____________________
APPROVED Not Approved
SOUTH BEND REDEVELOPMENT COMMISSION
ITEM 5A2
Redevelopment Commission Agenda Item
DATE: 7/7/23
FROM: Joseph Molnar
SUBJECT: Real Estate Purchase Agreement 1202 S. Lafayette
Which TIF? (circle one) River West; River East; South Side; Douglas Road; West Washington
PURPOSE OF REQUEST: Purchase Agreement for various properties at LWW & Marion.
Specifics: This Real Estate Purchase Agreement is for RDC owned properties at LWW & Marion,
located north of Lincoln Way West and South of Marion . Advantix Development Corp. is
applying for low-income housing tax credits with plans to construct a 50 affordable income
restricted units on 37 currently City owned vacant lots. The majority of those37 lots are owned
by the Board of Public Works, the properties at LWW & Marion provide the remainder of
needed properties for the overall project.
The sale of property will only proceed if the developer is awarded the low-income housing tax
credits. Awarding of the low-income housing tax credits will happen this November. The
Agreement includes a purchase price of $1,000 and a minimum investment on behalf of the
developer of $1 million on this site and completion within 30 months of the construction
commencement date. The overall Advantix project will be over $13 million dollars.
Staff requests approval of this Agreement.
INTERNAL USE ONLY: Project Code: _______________________________________________;
Total Amount new/change (inc/dec) in budget: _______________; Break down:
Costs: Engineering Amt: ______________________; Other Prof Serv Amt_________________;
Acquisition of Land/Bldg (circle one) Amt: ___________; Street Const Amt ________________;
Building Imp Amt_________; Sewers Amt_________; Other (specify) Amt: ________________
___________________________________________. Going to BPW for Contracting? Y/N
Is this item ready to encumber now? ____ Existing PO#__________ Inc/Dec $_____________
_________________________Pres/V-Pres
ATTEST: __________________Secretary
Date: ____________________
APPROVED Not Approved
SOUTH BEND REDEVELOPMENT COMMISSION
ITEM 5A3
REAL ESTATE PURCHASE AGREEMENT
This Real Estate Purchase Agreement (this “Agreement”) is made and entered into as of
July 13, 2023, by and between the City of South Bend, Department of Redevelopment, acting by
and through its governing body, the South Bend Redevelopment Commission (“Seller”) Advantix
Development Corporation, an Indiana non-profit corporation, with its registered address being 500
SE 10th Street, Evansville, Indiana 47713 (“the Buyer”) (each a “Party,” and together the
“Parties”).
RECITALS
A.Seller exists and operates pursuant to the Redevelopment of Cities and Towns Act
of 1953, as amended, being Ind. Code 36-7-14 (the “Act”).
B.In furtherance of its purposes under the Act, Seller owns the real property
described in Exhibit A attached hereto and incorporated herein (collectively, the “Property”).
C.Pursuant to the Act, Seller adopted its Resolution No. 3568 on January 26, 2023,
whereby Seller established a total offering price of Seventy-Two Thousand Nine Hundred and
Fifty-Two Dollars ($72,952.00) (the “Appraised Value”) for the Property and other adjacent lots.
D.Pursuant to the Act, on January 26, 2023, Seller authorized the publication on
February 3, 2023 and February 10, 2023, respectively, of a notice of its intent to sell the Property
and other adjacent lots and its desire to receive bids for the Property and other adjacent lots on or
before February 23, 2023.
E.At its public meeting on February 23, 2023, Seller received zero (0) bids.
F.Buyer has the opportunity to apply for low-income housing tax credits and desires
to enter into an agreement for the purchase of the Property.
G.In accordance with Section 22 of the Act, Seller now desires to sell the Property to
Buyer, and Buyer desires to purchase the Property from Seller, on the terms stated in this
Agreement.
NOW THEREFORE, for and in consideration of the mutual covenants and conditions
contained in this Agreement, and of other good and valuable consideration, the receipt and
sufficiency of which are hereby acknowledged, Buyer and Seller hereby agree as follows:
1.AGREEMENT TO SELL AND PURCHASE; ACCEPTANCE DATE. Seller
shall sell the Property to Buyer, and Buyer shall purchase the Property from Seller, pursuant to
the covenants, provisions and other terms and conditions contained in this Agreement. The
Property shall include certain parcels of land described in Exhibit A and the transferable
improvements, fixtures, easements, licenses, permits and all of Seller's other rights, title and
interest appurtenant and otherwise relating thereto. The “Acceptance Date” as referenced
herein from time to time, shall mean the latest date upon which all parties to this Agreement
execute the Agreement and deliver such executed Agreement to all other parties hereto.
2.PURCHASE PRICE; EARNEST MONEY. The purchase price for the Property
shall be One Thousand Dollars ($1,000.00) (the “Purchase Price”), payable by Buyer to Seller
in cash at the closing described in Section 7 below. Buyer shall submit to Seller earnest money
in the amount of One Hundred Dollars ($100.00) (the “Earnest Money”) on or before the
Acceptance Date. Seller will hold such Earnest Money unless and until it is to be disposed in
accordance with the terms of this Agreement and will bear no interest for any period of time.
The Earnest Money shall be refundable until the expiration or waiver of Buyer’s Contingency
(as defined in Section 4(c) below), at which time the Earnest Money shall be non-refundable,
except as provided herein, but shall remain applicable to the Purchase Price at Closing (as
defined below).
3.PROPERTY INFORMATION; CONTRACTS. Within fifteen (15) days of the
Acceptance Date, Seller shall provide Buyer, to the extent not previously provided, and to the
extent in Seller's possession or control, copies of any and all reports, contracts, leases,
guaranties, warranties, and surveys relating to the Property or relevant to a reasonable Buyer's
determination whether to purchase the Property (the “’Property Information”). Seller further
agrees to deliver promptly to Buyer copies of any additional Property Information that Seller
obtains prior to Closing. Prior to Closing, Seller shall terminate any and all property
management, maintenance, lawn care, snow plowing and other contracts and agreements
relating to the Property, unless Buyer has consented to the continuation of any such contract or
agreement.
4.INVESTIGATION; BUYER’S CONTINGENCY; INDEMNIFICATION;
INSURANCE.
A.Seller acknowledges that Buyer contemplates acquiring the Property for
Buyer’s intended use of the Property as income-based, multi-family housing with a
minimum ten (10) housing units (the “Intended Use”). From and after the Acceptance
Date, and upon Buyer providing Seller with evidence that Buyer has commercial general
liability insurance reasonably acceptable to Seller in the amount of at least One Million
Dollars ($1,000,000.00) per occurrence, Buyer and its agents shall have the right, but no
obligation, at its sole cost: (i) to enter upon the Property to conduct the tests, inspections,
studies, assessments and investigations contemplated under this Agreement at any time and
from time to time (collectively, "Tests"); and (ii) to make such Tests of the Property and
information with respect to the Property, the Intended Use and/or this Agreement, all as
Buyer may deem desirable, including, without limitation: [a] any environmental
assessment, evaluation or study (including a "Phase I" environmental site assessment); and
[b]topographic, engineering, traffic, parking and other feasibility studies.
Notwithstanding the foregoing, Buyer will not conduct any invasive Tests, including,
without limitation, Phase II environmental assessments or soil borings, without Seller's
prior written consent, which consent shall not be unreasonably withheld or delayed. Buyer
shall conduct all Tests at a time and in a manner as to reasonably minimize interference
with Seller's operation on or about the Property and any neighboring properties. Buyer
shall indemnify, defend and hold Seller, its officials, members, employees, agents,
contractors, lessees, licensees, invitees, successors and assigns harmless from any and all
liabilities, claims, damages and expenses (including attorneys' fees, court costs, and costs
of investigation) arising out of or in connection with the Tests or the entry on to the
Property by Buyer or its agents. From and after the Acceptance Date, Seller agrees that
Seller shall, at the request of Buyer and without cost to Seller, cooperate with Buyer in
connection with any and all private and governmental approvals, rezoning, land
subdivisions and other matters necessary for Buyer's Intended Use.
B.In addition to any and all other conditions and contingencies in this
Agreement, Buyer's obligations under this Agreement are hereby conditioned upon Buyer's
receipt of a low-income housing tax credit (“LIHTC”) reservation from the Indiana
Housing and Community Development Authority (“IHCDA”) for the Intended Use. If the
LIHTC reservation is not received within one hundred and forty (140) days of IHCDA
accepting Buyer's application for review, this Agreement shall terminate at Buyer’s
election and in such event all Earnest Money shall be returned to Buyer. Buyer represents
that IHCDA intends to accept project applications on or around July 26, 2023 and announce
reservations ("Reservation") on or about November 17, 2023. In the event Buyer fails to
submit its application to IHCDA prior to the published deadline this Agreement shall
terminate and all Earnest Money shall be returned to Buyer. In the event that Buyer obtains
a LIHTC Reservation from IHCDA but is unable to obtain a commitment for an equity
investment from a tax credit investor on terms that are satisfactory to Buyer, in Buyer's
sole discretion and in an amount sufficient for the Intended Use, within six (6) months after
obtaining the LIHTC Reservation from IHCDA, despite Buyer's best reasonable efforts,
this Agreement shall terminate at Buyer’s election and in such event all Earnest Money
shall be returned to Buyer.
C.If at any time on or before December 31, 2024 (the “Contingency Date”),
Buyer determines, for any reason, in Buyer's sole discretion, that the Property or the
transaction described herein is unacceptable to Buyer, then Buyer shall have the right to
terminate this Agreement by giving written notice of termination to Seller at any time on
or before the Contingency Date in which event, at Buyer’s election, all Earnest Money
shall be returned to Buyer (“Buyer's Contingency”). Any failure by Buyer to give such
notice shall constitute an election by Buyer to not so terminate, in which event Buyer's
right to terminate this Agreement shall be deemed to have been waived. Following any
termination of this Agreement, the parties shall be relieved of any further obligations or
liabilities under this Agreement, except those obligations that expressly survive
termination hereof.
D.In anticipation of performing its obligations under Section 9 below, Buyer
will prepare plans and specifications for constructing a new building on the Property and
all other related improvements (collectively, the “Property Improvements”), including
plans and specifications for the manner in which the new building will be designed (the
“Construction Plan”). Buyer agrees to cooperate with the Executive Director, or his
designee, of the City’s Department of Community Investment (the “City”) in developing
its Construction Plan.
5.TITLE INSURANCE; SURVEY. Within thirty (30) days of the Acceptance
Date, Seller, at Buyer’s sole cost, shall deliver a written commitment by a title insurance
company selected by Buyer (the “Title Company”) to issue to Buyer a current ALTA Form
owner's policy of title insurance with respect to the Property in an amount determined by Buyer
(the “Title Commitment”). Buyer shall have the right to obtain, at Buyer’s sole cost, a new or
updated survey, in a form determined by Buyer (the “Survey”). Seller's special warranty of
title set forth in the deed and Seller's other representations and warranties, if any, with respect
to the Property shall be subject to all exceptions set forth elsewhere in this Agreement and all
matters disclosed on the Title Commitment or Survey including, without limitation, all
easements, covenants, conditions, restrictions, requirements, standard exceptions and special
exceptions, except for monetary liens which will be paid out of Closing. If the Title
Commitment or Survey discloses any matters unacceptable to Buyer, in Buyer's sole discretion,
(the “Title Defects”), Buyer shall notify Seller of such Title Defects no later than ninety (90)
days before the Contingency Date. If Seller fails to correct the Title Defects to Buyer's
satisfaction in advance of the Contingency Date, Buyer may (a) terminate this Agreement upon
written notice to Seller and all Earnest Money shall be returned to Buyer, or (b) waive Buyer's
objection to such Title Defects and take title subject to the same. Any title exceptions contained
on the Title Commitment and not objected to by Buyer in accordance with this Section 5, or a
title exception that shall be objected to initially, but such objection thereto is later waived or
acquiesced to by Buyer, shall be deemed a “Permitted Exception” hereunder.
6.ADDITIONAL REPRESENTATIONS AND WARRANTIES OF SELLER.
A.Seller hereby represents and warrants to Buyer that all of the following are
true, correct and complete on and as of the date hereof, and shall continue to be true, correct
and complete as of the Closing Date:
1.Seller has no actual knowledge of (i) any orders from or
agreements with any governmental authority or private party or any judicial or
administrative proceedings or investigations, whether pending or threatened,
respecting any environmental, health or safety requirements under federal,
state or local laws or regulations relating to the Property, or (ii) any pending,
asserted or threatened claims or matters involving material liabilities,
obligations or costs arising from the existence, release or threatened or alleged
release of any Hazardous Substances at, on or beneath the Property.
“Hazardous Substances” shall mean any hazardous or toxic material,
substance or waste, pollutant or contaminant which is defined as a hazardous
substance or hazardous waste under any Environmental Laws (as defined
below).
2.No notice from any governmental body or other person has been
served upon Seller or upon the Property claiming the violation of any law or
any building, zoning, environmental, health or other ordinance, code, rule or
regulation relating to the Property. There are no legal actions, suits or
administrative proceedings, including condemnation cases or eminent domain
proceedings commenced, pending or threatened against the Property or any
portion thereof. Seller has not received notice of any negotiations for purchase
in lieu of condemnation relating to the Property or any portion thereof.
a.Seller is not a party to any agreement or commitment to sell,
convey, assign, transfer, provide rights of first refusal or other similar
rights with respect to, or otherwise dispose of, any part of the Property or
any interest therein other than this Agreement. Neither Seller nor any
person or entity claiming by, through or under Seller has done or suffered
anything whereby any lien, encumbrance, claim or right of another has
been created against the Property or any portion thereof or any interest
therein other than this Agreement, the Permitted Exceptions and possible
construction or materialmen's lien claims arising out of work performed
by or on behalf of Seller which will be removed at or before the Closing.
b.There is no action, proceeding or investigation pending or to the
best of Seller's knowledge, threatened against Seller or with respect to the
Property or any portion thereof before any court or governmental or quasi-
governmental department, commission, board, agency or instrumentality.
c.The signatories to this Agreement on behalf of Seller have full
right, power and authority to enter into this Agreement and to consummate
the transactions contemplated herein. This Agreement is valid and
enforceable against Seller in accordance with its terms. Each instrument
to be executed by Seller pursuant hereto or in connection herewith will,
when executed and delivered, be valid and enforceable in accordance with
its terms.
d.The accuracy of all Seller representations and warranties
contained in this Agreement shall be a condition to Buyer's obligations
under this Agreement, which condition will be merged at the time of, and
will not survive, the Closing. If any of the representations or warranties
contained in this Agreement is untrue in any material respect and is not
cured (at no cost to Buyer) prior to the scheduled Closing, then Buyer may
elect to (i) purchase the Property as it then is or, (ii) terminate this
Agreement and, anything in this Agreement to the contrary
notwithstanding, receive a refund of all Earnest Money.
e.Except as specifically set forth in this Agreement, Buyer agrees to
purchase the Property “as-is, where-is” and without any representations or
warranties by Seller as to the condition of the Property or its fitness for
any particular use or purpose. Except as specifically set forth in this
Agreement, Seller offers no such representation or warranty as to the
Property’s condition or fitness, and nothing in this Agreement will be
construed to constitute such a representation or warranty as to the
Property’s condition or fitness.
7.CLOSING.
A.Provided that all conditions of closing hereunder have been satisfied or
waived, the closing of the transaction described herein (the “Closing”) shall occur at the
offices of the Title Company on the Closing Date. The “Closing Date” shall be the
Contingency Date, or such earlier or later date as may be agreed to in writing by Seller and
Buyer.
B.The following shall occur on or before the Closing Date:
1.Seller shall deliver all of the following to Buyer, all of which shall be
fully-executed by Seller, as appropriate:
a.A special warranty deed in the form attached hereto as Exhibit B
sufficient to convey and warrant to Buyer fee simple absolute title to the
Property, to extent such title is affected by Seller’s actions, subject only to the
Permitted Exceptions (the “Special Warranty Deed”), which Special Warranty
Deed will restrict Buyer’s use of the Property to the Intended Use and other
uses as allowed by this Agreement, and will prohibit Buyer from
discriminating in the sale, lease, rental, use, occupancy, or enjoyment of the
Property or any improvements constructed on the Property;
b. An affidavit of title in customary form covering the Closing Date
and showing title in Seller, subject only to the Permitted Exceptions;
c. Any required real estate sale disclosure;
d.Such other documents as may be necessary or proper to comply
with this Agreement or required (by the Title Company or otherwise) to carry
out its terms.
2.Buyer shall deliver all of the following to Seller, all of which shall be
fully-executed by Buyer, as appropriate:
a.The balance of the Purchase Price, plus or minus prorations,
credits and other adjustments, by wire transfer or otherwise in immediately
available funds;
b.Any required real estate sale disclosure;
c.Such other documents as may be necessary or proper to comply
with this Agreement or required to carry out its terms.
3.Seller shall cause the Title Company to issue to Buyer at Closing a current
ALTA Form owner's policy of title insurance, with extended coverage, pursuant to
the Title Commitment and containing all amendments and endorsements required
by this Agreement or otherwise reasonably required by Buyer, which policy and
endorsements shall be at Buyer's sole cost, and which shall only be subject to the
Permitted Exceptions.
4.Exclusive occupancy of the Property shall be delivered to Buyer at
Closing, except for the continuation of any installations, equipment, or access by
personnel upon the Property that Seller or Seller’s representatives or contractors
may require in connection with carrying out Seller’s Work in accordance with the
terms of this Agreement.
8.PRORATIONS; REAL ESTATE TAXES AND ASSESSMENTS; CLOSING
COSTS.
A.Buyer, and Buyer’s successors and assigns, shall be liable for any and all
real property taxes and assessments assessed and levied against the Property with respect
to the year in which the Closing takes place and for all subsequent years. Seller shall have
no liability for any real property taxes or assessments associated with the Property, and
nothing in this Agreement shall be construed to require the proration or other
apportionment of real property taxes or assessments resulting in Seller’s liability therefor.
B.At Closing, Seller shall pay the costs of releasing all liens, judgments, and
other encumbrances that are to be released and of recording such releases. At Closing,
Buyer shall pay (i) all fees and costs due Title Company for its closing, document
preparation, and/or escrow services, (ii) the cost of the premium for the Title Policy and all
endorsements to the Title Policy (iii) the cost of the Survey, (iv) the cost of any lender’s
policy of title insurance or endorsements thereto, and (v) the cost of recordation of any
instrument associated with the transaction contemplated in this Agreement, except as
provided in the foregoing sentence. Except as otherwise provided for in this Agreement,
Seller and Buyer will each be solely responsible for and bear all of their own respective
expenses, including, without limitation, expenses of legal counsel, accountants, and other
advisors incurred at any time in connection with pursuing or consummating the transaction
contemplated herein. Any other closing costs not specifically designated as the
responsibility of either party in this Agreement shall be paid by Buyer.
9.BUYER’S POST-CLOSING DEVELOPMENT OBLIGATIONS; CHANGE
OF INTENDED USE.
A.Property Redevelopment; Proof of Investment. Provided Closing occurs,
within ten (10) months after the Closing Date, Buyer will commence construction and
redevelopment of the Property for the Intended Use and will provide Seller with such
commencement date (the “Construction Commencement Date”). Buyer will expend an
amount (including hard and soft costs) of not less than One Million Dollars ($1,000,000.00)
to complete the Property Improvements to redevelop the Property for the Intended Use.
Promptly upon completing the Property Improvements, Buyer will submit to Seller records
proving the above required expenditures and will provide to Seller copies of the
certificate(s) of occupancy for the Property Improvements. Buyer shall permit Seller to
perform reviews and monitor the progress of the construction of the Property
Improvements. The parties expect the Property Improvements to be completed within
thirty (30) months of the Construction Commencement Date (the “Completion Date”). If
the Property Improvements have not been completed by the Completion Date, the Buyer
shall be in default under this Agreement.
B.Certificate of Completion. Promptly after Buyer completes the Property
Improvements and proves the same to Seller’s reasonable satisfaction in accordance with
the terms of Section 9(A) above, upon Buyer’s request, Seller will issue to Buyer a
certificate acknowledging such completion (the “Certificate of Completion”).
C.Change of Intended Use. Buyer covenants and agrees that neither Buyer
nor any of Buyer’s successors or assigns will change its use of the Property from the
Intended Use of the Property defined above without obtaining Seller’s prior consent to such
change in writing.
10.DEFAULT.
A.If Seller defaults under this Agreement, Buyer shall have any and all
remedies available to it under this Agreement and otherwise at law or in equity including,
without limitation: (i) the right of specific performance; (ii) the right to terminate this
Agreement at any time after such default by delivering written notice of termination to
Seller; and/or (iii) the right to sue for damages, provided, however, that in no event shall
Seller be liable for more than One Thousand Dollars ($1,000.00) in damages. In the event
of any such termination, all Earnest Money shall be immediately returned to Buyer. All of
Buyer's remedies shall be cumulative and not exclusive.
B.If Buyer defaults under this Agreement, Seller shall re-enter and take
possession of the Property and to terminate and revest in Seller the estate conveyed to
Buyer at Closing and all of Buyer’s rights and interests in the Property without offset or
compensation for the value of any improvements made by Buyer.
C.In the event Seller pursues legal action (including arbitration) to enforce
or interpret this Agreement, Buyer shall pay Seller’s reasonable attorneys’ fees and other
costs and expenses (including expert witness fees).
11.COVENANTS OF SELLER. Between the date of this Agreement and the
Closing Date, Seller shall:
A.not, without first obtaining the written consent of Buyer, enter into any
leases, contracts or other agreements, nor grant or permit any rights to any other party,
pertaining to the Property or any portion thereof, except in relation to Seller’s performance
of ongoing demolition work at the Property, if any;
B.comply with all private and governmental laws, rules, ordinances,
regulations, covenants, conditions, restrictions, easements, liens and agreements affecting
the Property or any portion thereof including, without limitation, the use thereof; and
C.comply with all requirements of the Title Company in connection with its
insurance of fee simple title to the Property in Buyer as required under Section 5 hereof
and elsewhere herein.
12.NOTICES.
A.All notices, demands and communications required or which either party
desires to give or make hereunder shall be effective (at the time set forth in Section 12(B))
if in writing signed by or on behalf of the party giving or making the same, and if
served/delivered to the addresses and/or fax numbers set forth below and in any of the
following manners: (i) personally; (ii) by United States certified mail, return receipt
requested; or (iii) by a national courier service for next business day delivery.
To Seller: City of South Bend Department of Community Investment
Attn: Executive Director
County-City Building, Suite 1400 S.
227 W. Jefferson Blvd.
South Bend, IN 46601
Telephone: 574-235-9337
With a copy to: City of South Bend Legal Department
Attn: Corporation Counsel
County-City Building, Suite 1200 S.
227 W. Jefferson Blvd.
South Bend, IN 46601
To Buyer: KCG Development LLC
Attn: Todd Jensen
9311 N. Meridian Street, Suite 100
Indianapolis, IN 46260
Either Party may, by written notice, modify its address or representative for future notices.
B.Notices given personally shall be deemed to have been given upon receipt.
Notices mailed by United States mail shall be deemed to have been given on the third
business day after the date of mailing or upon receipt by either party if a written receipt is
signed therefor. Notices sent by United States mail or national courier service for next day
or next business day delivery shall be deemed to have been given on such next day or next
business day, as the case may be, following deposit. Any party hereto may change its
address for the service as aforesaid by giving written notice to the other of such change of
address in accordance with the provision of this Section 12.
C.Notwithstanding any other provision of this Agreement, Seller hereby
grants Buyer the following extensions to the Closing Date: Buyer may extend the Closing
Date up to three (3) times for a period of thirty (30) days each by providing written notice
to Seller prior to the Closing Date, as it may be extended, and depositing additional earnest
money in the amount of One Hundred Dollars ($100.00) (each as “Additional Earnest
Money”) with the Title Company for each such additional thirty (30) day extension.
Additional Earnest Money deposited pursuant to this Section 12 is non-refundable but shall
be credited against the Purchase Price.
13.MISCELLANEOUS.
A.This written Agreement constitutes the entire agreement between the
parties and supersedes any prior oral or written agreements between the Parties regarding
the Property. There are no verbal agreements which can or will modify this Agreement
and no waiver of any of its terms will be effective unless in a writing executed by the
Parties.
B.The Parties acknowledge and agree that Buyer’s project on the Property is
a private development and hereby renounce the existence of any form of agency
relationship, joint venture, or partnership between Buyer and Seller and agree that nothing
contained herein or in any document executed in connection herewith shall be construed
as creating any such.
C.No member, official, or employee of Seller or the City of South Bend,
Indiana may have any personal interest, direct or indirect, in this Agreement, nor shall any
such member, official, or employee participate in any decision relating to this Agreement
which affects his or her personal interests or the interests of any corporation, limited
liability company, partnership, or association in which he or she is, directly or indirectly,
interested. No member, official, or employee of Seller or the City of South Bend, Indiana
shall be personally liable to Buyer, or any successor in interest, in the event of any default
or breach by Buyer or for any amount which may become due to Buyer, or its successors
and assigns, or on any obligations under the terms of this Agreement.
D.Buyer and Seller represent and warrant to one another that it has not
engaged or dealt with any broker or other person who would be entitled to any brokerage
fee or commission with respect to the finding, negotiation or execution of this Agreement
or the consummation of the transactions contemplated hereby.
E.This Agreement shall be construed and enforceable in accordance with the
laws of the State of Indiana. Any action to enforce the terms or conditions of this
Agreement or otherwise concerning a dispute under this Agreement will be commenced in
the courts of St. Joseph County, Indiana, unless the parties mutually agree to an alternative
method of dispute resolution. Both parties hereby waive any right to trial by jury with
respect to any action or proceeding relating to this Agreement.
F.This Agreement shall be binding upon and inure to the benefit of the
parties hereto and their respective successors and assigns. Nothing in this Agreement,
express or implied, is intended or shall be construed to confer upon any person, firm, or
corporation other than the parties hereto and their respective successors or assigns, any
remedy or claim under or by reason of this Agreement or any term, covenant, or condition
hereof, as third-party beneficiaries or otherwise, and all of the terms, covenants, and
conditions hereof shall be for the sole and exclusive benefit of the parties herein. Except
for an assignment by Buyer to an entity of which Buyer has a controlling interest, Buyer
may not assign its rights and obligations under this Agreement without Seller's prior written
consent. In the event Buyer wishes to obtain Seller’s consent regarding a proposed
assignment of this Agreement, Seller may request and Buyer shall provide any and all
information reasonably demanded by Seller in connection with the proposed assignment
and/or the proposed assignee. The unenforceability or invalidity of any provisions hereof
shall not render any other provisions herein contained unenforceable or invalid.
G.It is the intent of Buyer and Seller that this Agreement shall be binding on
both parties and not illusory. Buyer and Seller acknowledge that Buyer and Seller will
expend significant time, effort and expense in performing their respective obligations under
this Agreement, which constitutes legally adequate consideration.
H.If any term or provision of this Agreement is held by a court of competent
jurisdiction to be invalid, void, or unenforceable, the remaining terms and provisions of
this Agreement shall continue in full force and effect unless amended or modified by
mutual consent of the Parties.
I.This Agreement and any and all documents and signatures relating thereto
may be transmitted by electronic mail. All such documents and signatures transmitted by
electronic mail shall deemed to be originals. This Agreement may be executed in any
number of counterparts, all of which shall constitute one and the same agreement.
J. Time is of the essence as to all terms and conditions of this Agreement.
K.Sections 9, 10, 12, and 13 shall survive the termination of this Agreement.
[Signatures on the following page(s)]
SELLER:
SOUTH BEND REDEVELOPMENT
COMMISSION
Dated this ___ day of _____, 2023. __________________________________
Marcia I. Jones, President
ATTEST:
__________________________________
Vivian Sallie, Secretary
BUYER:
ADVANTIX DEVELOPMENT
CORPORATION, an Indiana non-profit
corporation
By: ___________________________
Printed: ___________________________
Title: ___________________________
Dated this _____ day of _____, 2023.
Timothy L. Martin
COO
Exhibit A
Description of Property
Address: 622 W Marion
Parcel Number: 018-1055-2352
State Parcel: 71-08-02-459-001.000-026
Legal Description: LOT 5 & 6 SMITH & JACKSON SUB
Address: 620 W MARION
Parcel Number: 018-1055-2354
State Parcel: 71-08-02-459-003.000-026
Legal Description: LOT 7 SMITH & JACKSON SUB
Address: 618 W MARION
Parcel Number: 018-1055-2355
State Parcel: 71-08-02-459-004.000-026
Legal Description: LOT 8 SMITH & JACKSON SUB
Address: Marion
Parcel Number: 018-1055-235601
State Parcel: 71-08-02-459-002.000-026
Legal Description: 21.5 FT W END LOT 11 SMITH & JACKSONS SUB.
Address: 425 Leland
Parcel Number: 018-1055-2356
State Parcel: 71-08-02-459-005.000-026
Legal Description: LOT 11 EX 21.5 FT W SIDE SMITH & JACKSONS SUB.
Address: 421 Leland
Parcel Number: 018-1055-2357
State Parcel: 71-08-02-459-006.000-026
Legal Description: LOT 10 SMITH & JACKSONS SUB
Address: 419 Leland
Parcel Number: 018-1055-2358
State Parcel: 71-08-02-459-007.000-026
Legal Description: LOT 9 SMITH & JACKSONS SUB
Address: 627 Lincoln Way W
Parcel Number: 018-1055-2359
State Parcel: 71-08-02-459-008.000-026
Legal Description: LOTS 1 2 3 & 4 SMITH & JACKSONS SUB
Exhibit B
Form of Special Warranty Deed
1
SPECIAL WARRANTY DEED
THIS INDENTURE WITNESSETH, that the City of South Bend, Department of Redevelopment,
by and through its governing body, the South Bend Redevelopment Commission, 1400 S. County-
City Building, 227 W. Jefferson Boulevard, South Bend, Indiana (the “Grantor”)
CONVEYS AND SPECIALLY WARRANTS to Advantix Development Corporation, an Indiana
non-profit corproation and/or its permitted assigns with its principal place of business at 500 SE
10th Street, Evansville, Indiana 47713 (the “Grantee”), for and in consideration of One Dollar
($1.00) and other good and valuable consideration, the receipt and sufficiency of which are hereby
acknowledged, the following real estate located in St. Joseph County, Indiana (the “Property”):
Address: 622 W. Marion
Parcel Number: 018-1055-2352
State Parcel: 71-08-02-459-001.000-026
Legal Description: LOT 5 & 6 SMITH & JACKSON SUB
Address: 620 W MARION
Parcel Number: 018-1055-2354
State Parcel: 71-08-02-459-003.000-026
Legal Description: LOT 7 SMITH & JACKSON SUB
Address: 618 W MARION
Parcel Number: 018-1055-2355
State Parcel: 71-08-02-459-004.000-026
Legal Description: LOT 8 SMITH & JACKSON SUB
Address: Marion
Parcel Number: 018-1055-235601
State Parcel: 71-08-02-459-002.000-026
Legal Description: 21.5 FT W END LOT 11 SMITH & JACKSONS SUB.
Address: 425 Leland
Parcel Number: 018-1055-2356
State Parcel: 71-08-02-459-005.000-026
Legal Description: LOT 11 EX 21.5 FT W SIDE SMITH & JACKSONS SUB.
Address: 421 Leland
Parcel Number: 018-1055-2357
State Parcel: 71-08-02-459-006.000-026
Legal Description: LOT 10 SMITH & JACKSONS SUB
Address: 419 Leland
Parcel Number: 018-1055-2358
State Parcel: 71-08-02-459-007.000-026
2
Legal Description: LOT 9 SMITH & JACKSONS SUB
Address: 627 Lincoln Way W
Parcel Number: 018-1055-2359
State Parcel: 71-08-02-459-008.000-026
Legal Description: LOTS 1 2 3 & 4 SMITH & JACKSONS SUB
Grantor, as its sole warranty herein, specially warrants to Grantee, and to Grantee’s
successors and assigns, that Grantor will forever defend title to the Property against those claims,
and only those claims, of all persons who shall claim title to or assert claims affecting the title to
the Property, or any part thereof, under, by or through, or based upon the acts of Grantor, but not
otherwise, subject to the all current, non-delinquent real estate taxes and assessments.
Grantor and Grantee covenant and agree that Grantor conveys the Property to Grantee
subject to the requirement that Grantee, and its successors and assigns, may use the Property solely
for (i) income-based, multi-family housing, and market-rate multifamily housing (ii) any other use
consented to in writing by Grantor, and Grantee shall not discriminate in the lease, rental, use,
occupancy, or enjoyment of the Property or any improvements constructed on the Property. This
restriction will at all times be subject to any mortgages recorded against the Property, and any
foreclosure or deed in lieu of foreclosure with regard to any such mortgage shall automatically
without further action terminate this restriction.
Each of the undersigned persons executing this deed on behalf of the Grantor represents
and certifies that s/he is a duly authorized representative of the Grantor and has been fully
empowered, by proper action of the governing body of the Grantor, to execute and deliver this
deed, that the Grantor has full corporate capacity to convey the real estate described herein, and
that all necessary action for the making of such conveyance has been taken and done.
[Signature page follows.]
3
GRANTOR:
CITY OF SOUTH BEND,
DEPARTMENT OF REDEVELOPMENT
______________________________
Marcia I. Jones, President
ATTEST:
______________________________
Vivian Sallie, Secretary
STATE OF INDIANA )
) SS:
ST. JOSEPH COUNTY )
Before me, the undersigned, a Notary Public, in and for said County and State, personally
appeared Marcia I. Jones and Vivian Sallie, known to me to be the President and Secretary,
respectively, of the South Bend Redevelopment Commission and acknowledged the execution of
the foregoing Special Warranty Deed.
IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed my official
seal on the _____ day of ______________, 20____.
My Commission Expires: ____________________________________
Notary Public
_______________________ Residing in St. Joseph County, Indiana
I affirm, under the penalties for perjury, that I have taken reasonable care to redact each Social Security
number in this document, unless required by law. /s/ Danielle Campbell Weiss
This instrument was prepared by Danielle Campbell Weiss, Assistant City Attorney, 1200 S. County-City
Building, 227 W. Jefferson Blvd., South Bend, Indiana 46601.
Redevelopment Commission Agenda Item
DATE: 7/10/23
FROM: Joseph Molnar
SUBJECT: MOU Fat Daddy’s Façade Artifacts
Which TIF? (circle one) River West; River East; South Side; Douglas Road; West Washington
PURPOSE OF REQUEST: MOU allowing for Valerie Loew to make molds of the former Fat Daddy’s façade
artifacts.
Specifics: The RDC is in possession of façade artifacts of the former Fat Daddy’s building that
was authorized to be demolished in December 2018. Valerie Loew is a South Bend resident and
artist who desires to use portions of the façade saved by the RDC for the purpose of casing
molds for various art projects.
The attached MOU allows Ms. Loew to use the artifacts to create molds so long as no harm is
done to the artifacts. Staff believes this is an opportunity to share the City’s architectural
history with a broader audience and aid a local artist.
City Staff recommends approval of the MOU.
INTERNAL USE ONLY: Project Code: _______________________________________________;
Total Amount new/change (inc/dec) in budget: _______________; Break down:
Costs: Engineering Amt: ______________________; Other Prof Serv Amt_________________;
Acquisition of Land/Bldg (circle one) Amt: ___________; Street Const Amt ________________;
Building Imp Amt_________; Sewers Amt_________; Other (specify) Amt: ________________
___________________________________________. Going to BPW for Contracting? Y/N
Is this item ready to encumber now? ____ Existing PO#__________ Inc/Dec $_____________
_________________________Pres/V-Pres
ATTEST: __________________Secretary
Date: ____________________
APPROVED Not Approved
SOUTH BEND REDEVELOPMENT COMMISSION
ITEM 5A4
MEMORANDUM OF UNDERSTANDING BETWEEN THE
SOUTH BEND REDEVELOPMENT COMMISSION
AND VALERIE LOEW
This Memorandum of Understanding (this "Agreement") is made and executed between
the South Bend Redevelopment Commission (the "Commission") and Valerie Loew (the
"Artist"), an individual, on the 13th day of July 2023.
WHEREAS, in December 2018, the Commission authorized the demolition of a structure
at the southwest corner of Michigan Street and Monroe Street in the City of South Bend (the
"City"), commonly known as Fat Daddy's; and
WHEREAS, the Artist is a resident of the City and desires to use portions of the facade
saved by the Commission, descriptions of which are attached as Exhibit A (the "Artifacts"), for
the purpose of casting molds for a project; and
WHEREAS, the Commission has determined that allowing the Artist to temporarily use
the Artifacts to create molds to replicate them for use in her creations is a valid public purpose
and will generally serve the interests of the City’s residents.
NOW, THEREFORE, the Commission and the Artist do hereby mutually agree as follows:
I.TERM
This Agreement shall be effective on July 13, 2023 and continue until July 1, 2028. The
Commission reserves the right to terminate the Agreement within thirty (30) days’ notice of
termination to the Artist.
II.GENERAL TERMS
The Commission will allow the Artist to temporarily use the Artifacts to create molds to
replicate them for use in her creations. The Artist shall return the Artifacts to the Commission
upon completion of the molds. For the term of this Agreement, the Artist may re-request the
temporary use the Artifacts as often as needed.
III.RESPONSIBILITIES OF THE COMMISSION
a)The Commission authorizes Joseph Molnar of the Department of Redevelopment, or
his designee, to work with the Artist with regard to the selection, receipt, and return of
the Artifacts in accordance with the terms hereof.
b)The Commission agrees to obey all applicable local, state, and federal laws and
regulations pertaining to this transaction.
IV.RESPONSIBILITIES OF THE ARTIST
a) The Artist agrees to work with Joseph Molnar or his designee to select and
document the Artifacts.
b) The Artist agrees to use reasonable care with the Artifacts during transport and
storage and will not permanently alter or damage the Artifacts or allow anything
to permanently alter or damage them while such Artifacts are in the Artist's care,
custody, and control.
c) The Artist shall promptly return the Artifacts to Joseph Molnar or his designee
upon completion of the creation of molds.
d) The Artist agrees to make exact replicas of the Artifacts and not to use or incorporate
them in a manner that would reasonably be found offensive to the general public.
e) The Artist agrees to obey all applicable local, state, and federal laws and regulations.
V. ASSIGNMENT
Neither party may assign this Agreement without first obtaining written consent from the
other party.
VI. ILLEGALITY
If any provision of this Agreement is found by any court of competent jurisdiction to be illegal,
invalid, or unenforceable, the remainder of this Agreement will not be affected thereby, and in lieu of
any provision that is found to be illegal, invalid, or unenforceable, there will be added as part of this
Agreement a provision as similar to such illegal, invalid, or unenforceable provision as may be possible
and be legal, valid, and enforceable.
VII. ENTIRE AGREEMENT
This document contains the entire agreement between the parties regarding the issue of the use
of the Artifacts by the Artist and supersedes all prior negotiations, representations, or agreements, either
written or oral, regarding the sole issue of the use of the Artifacts by the Artist. This Agreement shall
not be amended or modified except by written instrument signed by both parties.
VIII. GOVERNING LAW
This Agreement shall be governed by the laws of the State of Indiana and venue shall be in St.
Joseph County, Indiana.
SIGNATURE PAGE FOLLOWS
EXHIBIT A
Artifacts
Redevelopment Commission Agenda Item
DATE: 7/11/22
FROM: Joseph Molnar
SUBJECT: First Amendment to Real Estate Purchase Agreement
Which TIF? (circle one) River West; River East; South Side; Douglas Road; West Washington
PURPOSE OF REQUEST: Extending Time Frame for former Fat Daddy’s Site Purchase Agreement
Specifics: This First Amendment Agreement extends the closing date and contingency date for
the former Fat Daddy’s site Purchase Agreement. On July 14, 2022, the Commission approved a
Purchase Agreement with Devereaux Peters for the sale of the site for a Low-Income Housing
Tax Credit Project. The State of Indiana delayed the awarding of the tax credits until the spring
of 2023 as opposed to the original timeline of November 2022.
The project was awarded the tax credits and is planning on moving forward; however, the
agreement needs modified to extend the closing period and contingency period. All
commitments remain the same. The planned project is a sixty (60) unit apartment building,
forty-eight (48) being affordable income restricted apartments with a total investment of at
least $16 million.
Staff requests approval of this Amendment.
INTERNAL USE ONLY: Project Code: _______________________________________________;
Total Amount new/change (inc/dec) in budget: _______________; Break down:
Costs: Engineering Amt: ______________________; Other Prof Serv Amt_________________;
Acquisition of Land/Bldg (circle one) Amt: ___________; Street Const Amt ________________;
Building Imp Amt_________; Sewers Amt_________; Other (specify) Amt: ________________
___________________________________________. Going to BPW for Contracting? Y/N
Is this item ready to encumber now? ____ Existing PO#__________ Inc/Dec $_____________
_________________________Pres/V-Pres
ATTEST: __________________Secretary
Date: ____________________
APPROVED Not Approved
SOUTH BEND REDEVELOPMENT COMMISSION
ITEM 5A5
{20220643.DOCX}
FIRST AMENDMENT TO REAL ESTATE PURCHASE AGREEMENT
This FIRST AMENDMENT TO REAL ESTATE PURCHASE AGREEMENT (this
“Amendment”) is made and entered into to be effective as of the 13th day of July, 2023, by and
between South Bend Redevelopment Commission (“Seller”), as Seller, and The Monreaux, LLC,
an Indiana limited liability company (“Purchaser”), as Purchaser (each a “Party” and collectively,
the “Parties”).
RECITALS
A.Seller and Purchaser entered into that certain Real Estate Purchase Agreement,
dated effective as of July 14, 2022 (the “Agreement”), for the purchase and sale of certain real
property located in the in St. Joseph County, City of South Bend, State of Indiana as more
particularly described in Exhibit A of the Agreement (the “Real Estate”). All capitalized terms
used but not otherwise defined herein shall have the meanings ascribed to such terms in the
Agreement.
B.Seller and Purchaser now desire to amend the Agreement in order to provide for an
extension of the Closing date thereunder and to address certain other matters, all as set forth
hereunder.
AGREEMENT
NOW, THEREFORE, in consideration of these premises, and the mutual covenants and
promises contained herein, and other good and valuable consideration, the receipt and sufficiency
of which are hereby acknowledged, Purchaser and Seller hereby agree as follows:
1.Recitals. The recitals set forth above, including each and every recital contained
therein, are incorporated into and made a part of this Amendment as though fully set
forth herein.
2.Amendments. The Agreement is hereby amended as follows:
a) Section 4 (b) shall be deleted in its entirety and replaced with the following:
In addition to any and all other conditions and contingencies in this
Agreement, Buyer’s obligations under this Agreement are hereby
conditioned upon Buyer’s receipt of a low-income housing tax credit
(“LIHTC”) reservation from the Indiana Housing and Community
Development Authority (“IHCDA”) for the Intended Use. Buyer
submitted its project application on July 25, 2022. Buyer represents that
IHCDA announced reservations (“Reservation”) in January and February
2023, and Buyer received a LIHTC Reservation for the Intended Use.
b)The first sentence of Section 4 (c) shall be amended and replaced with the
following:
If at any time on or before March 31, 2024 (the “Contingency Date”), Buyer
determines, for any reason, in Buyer’s sole discretion, that the Property or
the transaction described herein is unacceptable to Buyer, then Buyer shall
have the right to terminate this Agreement by giving written notice of
{20220643.DOCX} 2
termination to Seller at any time on or before the Contingency Date in which
event, at Buyer’s election, all Earnest Money shall be returned to Buyer
(“Buyer’s Contingency”).
The remaining terms of Section 4 (c) under the Agreement shall remain. The Agreement
is further amended throughout as necessary to provide that all references to the term
“Contingency Date” shall have the meaning of March 31, 2024.
c) The last full sentence of Section 7 (a) of the Agreement shall be amended and
replaced with the following:
The “Closing Date” shall be March 31, 2024, or such earlier or later date as
may be agreed to in writing by Seller and Buyer.
The remaining terms of Section 7 (a) under the Agreement shall remain.
3. Entire Agreement; Conflict. Except as otherwise stated herein, all other terms,
conditions and agreements contained in the Agreement remain unmodified and in full force and
effect. The Parties hereby expressly reaffirm their respective obligations under the Agreement, and
unless expressly modified by this First Amendment, the terms and provisions of the Agreement
remain in full force and effect. To the extent a conflict exists between the terms of this Amendment
and the Agreement, the terms of this Amendment shall control.
4. Capitalized Terms. Capitalized Terms used in this First Amendment will have
the same meanings set forth in the Agreement, except as otherwise stated herein.
5. Counterparts; Electronic or Facsimile Transmission. This Amendment may be
executed in counterparts which, when combined, shall constitute one instrument. The electronic
or facsimile transmission of a signed counterpart of this Amendment shall be binding upon the
party whose signature is contained on the transmitted copy.
[Signature Page Follows.]
{20220643.DOCX}
IN WITNESS WHEREOF, Purchaser and Seller have executed this First Amendment to
Real Estate Purchase Agreement to be effective as of the date set forth above.
“BUYER”:
The Monreaux LLC
By:
Devereaux Peters, its sole member
“SELLER”:
South Bend Redevelopment Commission
By:
Marcia I. Jones, President
Attest:
Vivian Sallie, Secretary
June 11, 2023
Ms. Devereaux Peters
The Monreaux LLC
1335 Pyle Ave
South Bend, IN, 46615
RE: The Monreaux – 505 S. Michigan Street
Dear Ms. Peters,
Please accept this letter as confirmation that the property for the Monreaux located at 505-513 S.
Michigan St. (Parcel IDs: 018-3017-0628, 018-3017-0629, 018-3017-0631, and 018-3017-0632) is zoned
to DT Downtown Zoning District. The DT Downtown zoning classification allows for the mixed-use
development.
This letter certified that the current zoning allows for the construction and operation of the proposed
development without the need for additional variances. The lot has been vacant for more than 5 years.
The City of South Bend is supportive of efforts to provide affordable housing for our residents, and we will
continue to work closely with the applicant in their efforts. No additional approvals will be needed for the
use.
Should you have any questions regarding this site, please feel free to contact me directly.
Sincerely,
Angela Smith
Zoning Administrator
Department of Community Investment
City of South Bend, Indiana