HomeMy WebLinkAbout1 RDC Packet 7.27.23South Bend Redevelopment Commission
227 West Jefferson Boulevard, Room 1308, South Bend, Indiana
Agenda
Regular Meeting, July 27, 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, July 13, 2023
3.Approval of Claims
A.Claims Allowance 7.11.23
B.Claims Allowance 7.24.23
4.Old Business
A.None
5.New Business
A.River West Development Area
1.Resolution No. 3576 Rescinding Res. No. 3573 and Voiding RDC to BPW
Lafayette Large Lot Transfer
2.First Amendment to Real Estate Purchase Agreement (Advantix)
3.Development Agreement (South Bend Youth Hockey)
B.Redevelopment General Fund (Pokagon)
1.Budget Request Digital Equity Funding
C.River East Development Area
1.Seitz Park License Agreement (Wharf Partners LLC)
6.Progress Reports
A.Tax Abatement
B.Common Council
C.Other
7.Next Commission Meeting:
Thursday, August 10, 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
July 13, 2023 – 9:30 am
https://tinyurl.com/RedevelopmentCommission or BPW 13th Floor
Presiding: Marcia Jones, President
The meeting was called to order at 9:30 a.m.
1.ROLL CALL
Members Present: Marcia Jones, President – IP
Troy Warner, Vice-President – IP
Vivian Sallie, Secretary - IP
Eli Wax, Commissioner - IP
David Relos, Commissioner – IP
IP = In Person V = Virtual
Members Absent: Leslie Wesley, Commissioner - V
Legal Counsel: Sandra Kennedy, Esq.
Danielle Campbell, Asst. City Attorney
Redevelopment
Staff:
Mary Brazinsky, Board Secretary
Joseph Molnar, RDC Staff
Others Present: Caleb Bauer
Erik Glavich
Tim Corcoran
Rosa Tomas
Michael Divita
Amy Paul
Charlotte Brach
Zach Hurst
Leslie Biek
Alyson Herzig
Todd Jensen
Brandon Shields
Mark Hillman
Nicolas Munsen
Ophelia Rogers
Desmond Upchurch
DCI
DCI
DCI
DCI
DCI
DCI
Engineering
Engineering
Engineering
Neighborhoods
KCG
Advantix
COSB Legal Intern
ND legal student
Resident
Resident
ITEM 2A
South Bend Redevelopment Commission Regular Meeting – July 13, 2023
2.Approval of Minutes
•Approval of Minutes of the Regular Meeting of Thursday, June 22, 2023
Upon a motion by Commissioner Relos, seconded by Vice-President Warner, the
motion carried unanimously, the Commission approved the minutes of the regular
meeting of Thursday, June 22, 2023.
3.Approval of Claims
A.Claims Allowance 7.7.23
Upon a motion by Commissioner Relos, seconded by Vice-President Warner, the
motion carried unanimously, the Commission approved the claims allowance of
July 7, 2023.
4.Old Business
5.New Business
A.River West Development Area
1.Budget Request (Coal Line Trail Phase II)
Tim Corcoran Presented a Budget Request (Coal Line Trail Phase II). This budget
request for $87k is for technical issues with the current phase with cost overruns
for rivet removal and swing bollard, also water hookup provision. The main item
is due to major flooding in 2018 where the water was coming from outside of the
city limits. There is a natural and unnatural drainage pattern. Some of it was a
factor of the railroad right away when it was a railroad. This part was not in the
original design of the trail, and this was an unknown issue. The city is working to
figure out a solution to deal with the drainage that represents approximately $60k.
A change order for this project has been issued. Commission approval is
requested.
Commissioner Relos asked if the waters is doing swales to try to redirect runoff
from the old St. Joe High School Football Field.
Mr. Corcoran stated yes. When the railroad came in, they built up the railroad
and it acts like a dam. The water is running between the condominiums and on
along the North Shore homes. There is actually a swale between them that is
pretty deep. We later found that some of the pipes that empty stormwater back to
the river were clogged and started to fill the area. As you move east, water runoff
from St. Joe High School at the softball diamond were a dry creek line in the back.
That was being trapped and would overflow during flood events causing a lot of
problems for residents along the trail.
Commissioner Relos asked if we are trying to direct the water to the river.
South Bend Redevelopment Commission Regular Meeting – July 13, 2023
Mr. Corcoran stated yes.
Secretary Sallie asked if the $60k was for fixing the water issue.
Mr. Corcoran stated yes, that is the city expense, but Notre Dame has pitched in
almost $40k to the total cost which is around $90k. This project is an 80/20
match. There is some contingency built in to cover other changes should they
come up.
Vice-President Warner stated he is familiar with this issue and there are a whole
lot of varied factors including the drop from Michigan Street down through the high
school to the athletic fields. It is a slope back there. This includes some
mysterious drainpipes with water running down the hill. In 2018 they found a few
spots to cross over into the alley and into the backyard and homes on Angela. He
was out there on Monday, and they are working a couple water lines that they did
not anticipate having to deal with. The neighborhood is putting a unity garden
where the athletic and softball field is, and engineers are working to get the water
line to be able to use there. The neighborhood has been asking for a fix to this
water problem for a long time; it is a critical fix.
Mr. Corcoran stated that during the flood there was a resident that lived on Angela
that took incredibly detailed photos of everything step by step, which helped us.
Upon a motion by Secretary Sallie, seconded by Commissioner Relos, the motion
carried unanimously, the Commission approved Budget Request (Coal Line Trail
Phase II) submitted on Thursday, July 13, 2023.
2. Real Estate Purchase Agreement (KCG)
Joe Molnar Presented a Real Estate Purchase Agreement (KCG). This
agreement is with KCG development out of Indianapolis. They are looking at a
property at 1202 S Lafayette which is south of downtown just a few blocks south
of Sample Street. They are proposing a $13M investment on the site which is
currently fully RDC owned. They are applying for the 2023 LIHTC credits. The
end result would be fifty housing unit apartment building all affordable income
restricted split between 30 percent, 50 percent, and 60 percent area median
income. They are targeting 55 and up age housing bracket. A senior plus
housing unit. A rough preliminary site plan was shown with parking behind the
building. Staff proposed a $1,000 purchase price for the property however, the
deal would only go through if LIHTC was awarded. It they are not successful in
the application we would not be obligated to transfer the property. The agreement
anticipates minimum investment of $13M by the developer and fifty housing units
must be completed within thirty months of the commencement and closing.
Todd Jensen, KCG, Vice-President, Development noted that they are excited to
be working with the city on this tax credit application. The city has been very
supportive in providing the items needed for the application as well as financial
support and an incentive package that scores points on the application giving
them the best chance to receive the tax credits. He hopes all goes well at the
awards in November 2023.
South Bend Redevelopment Commission Regular Meeting – July 13, 2023
Mr. Molnar presented a brief overview of the LIHTC calendar. Council items were
presented in June/July 2023. Purchase Agreements in July 2023. Applications
submitted to LIHTC by the end of July 2023 with scoring announced November
2023.
Upon a motion by Commissioner Relos, seconded by Commissioner Wax, the
motion carried unanimously, the Commission approved Real Estate Purchase
Agreement (KCG) submitted on Thursday, July 13, 2023.
3.Real Estate Purchase Agreement (Advantix)
Joe Molnar Presented a Real Estate Purchase Agreement (Advantix). Advantix is
a non-profit based out of Evansville Indiana. This project is a scattered site
development project (maps of the sites provided). This LIHTC project will be on
thirty-seven separate city owned properties, and it will consist of fifty housing
units. The units will be split between thirty percent, fifty percent and eighty
percent income restricted to the area median income. The units are spread over
quite a few different neighborhoods with the majority of the concentration in the
north. There are some in Kennedy Park, City Cemetery, Muessel Grove, LaSalle
Park, and these will go through Board of Public Works as they own those
properties. The majority of them are small former single-family plots that were
picked up through tax sale primarily and other state programs. RDC does own
the one singular large site that Advantix is looking forward to in keeping cost
down. The BPW purchase agreement was approved last Tuesday. The total
project envisions a $12.5M investment. The properties were shown to the
commissioners. A preliminary site plan was shown including twelve townhomes,
seven facing Lincoln Way West, five facing W Marion as well as the offices for the
whole fifty-unit development in the north portion of the property. Advantix plans to
use the catalog of well-designed buildings that the city planners have put
together. They are looking into a new program so a renter with fifteen years of
rent payments could purchase the property. The details are a little rough as no
one has gotten to the fifteen years yet.
RDC commitments are the property sale of $1,000. There would be no property
transfer unless the state approved the LIHTC credits on the RDC site. The
trapezoid site has a minimum of $1M investment and a minimum of ten housing
units. We do think twelve is a possibility, but we included some flexibility in the
plan. Council items were presented in June/July 2023. Purchase Agreements in
July 2023. Applications submitted to LIHTC by the end of July 2023 with scoring
announced November 2023.
Brandon Shields, Broker Division Business Development Manager, Advantix
noted it has been a long journey, but the city has been extremely helpful and
supportive, and they are grateful for the opportunity. Sometimes scattered sites
can be a little tricky, but they look forward to development on these forgotten
places throughout the years.
South Bend Redevelopment Commission Regular Meeting – July 13, 2023
Commissioner Wax confirmed the timelines, assuming the tax credits are
awarded; closing would be before the end of December 2023?
Mr. Molnar stated closing would be within six months of the November 2023
award date. The state has restricted timelines of the award for six months for
each project to get their financing in line and then to complete the projects within
two years.
Commissioner Relos asked if the state has defined on the lease to own homes
after fifteen years? Is the property deeded to them or is there a balance due that
they have to produce as they have the option to buy?
Mr. Molnar stated that the state will run the program and it is on a to be
determined basis. Mr. Shields confirmed that it is to be determined.
Ophelia Rogers, resident, asked when these companies come to South Bend do
they bring their own construction crews, or do they use any of the local unions in
the city?
Mr. Bauer stated that it would depend on the developer. In the case of Advantix,
they are from the Evansville Housing Authority, and they do their own
construction. They have staff that book throughout the state. As far as KCG goes,
they may be looking for builders.
Mr. Jensen, KCG, noted they have their own builders, but it is their intention to
use local materials and labor. It just makes sense for the projects.
Upon a motion by Commissioner Relos, seconded by Secretary Sallie, the motion
carried unanimously, the Commission approved Real Estate Purchase Agreement
(Advantix) submitted on Thursday, July 13, 2023.
4.MOU (Valerie Loew 2023 – 2028)
Joe Molnar Presented MOU (Valerie Loew 2023 – 2028). This is a local artist that
has used artifacts from the former Fat Daddy’s building that the city has saved.
She creates molds and uses them in her artistic projects. She originally did this in
2021 and the city has formed a good relationship with Ms. Loew. She asked if
she could use them again. This agreement states that she would be allowed to
use and return the molds as needed in the next five years. She will not hold the
molds but use them for brief periods. We are happy to help a South Bend artist.
Commission approval is requested.
Upon a motion by Commissioner Wax, seconded by Vice-President Warner, the
motion carried unanimously, the Commission approved MOU (Valerie Loew 2023
–2028) submitted on Thursday, July 13, 2023.
South Bend Redevelopment Commission Regular Meeting – July 13, 2023
5.First Amendment to Real Estate Purchase Agreement (The Monreaux)
Joe Molnar Presented First Amendment to Real Estate Purchase Agreement (The
Monreaux). This is one of the LIHTC projects from July 2022. This project is a
minimum investment of $16M with sixty housing units of which forty-six will be
affordable. The award was delayed until February 2023. There are no changes
to the commitments, this just extends their timeline to March 31, 2024.
Commission approval is requested.
Mr. Bauer noted that technically the tax credits will actually be awarded in this
coming round. They are guaranteed to be awarded. This gives the developer
one additional year. We will be bringing a development agreement before you in
the next couple of months, but we are finalizing the negotiations portions.
Upon a motion by Commissioner Wax, seconded by Secretary Sallie, the motion
carried unanimously, the Commission approved First Amendment to Real Estate
Purchase Agreement (The Monreaux) submitted on Thursday, July 13, 2023.
6.Progress Reports
A.Tax Abatement
1.Erik Glavich noted that the Common Council confirmed three tax abatements.
Two of the abatements were ten-year real property tax abatements for LIHTC
projects for both KCG and Advantix.
•Confirming Tax Abatement for property located at 1202 S Lafayette Blvd.
•Designating Tax Abatement for property located at 1144 Corby Blvd. Five
Corners partnering with Holladay property. One for one-hundred eight
apartment building and the next is for condo/retail space. The for-sale
condo space is not included in the abatements.
•Confirming Tax Abatement for property located at 1405 Portage
Avenue/Peak Investment and Asset Management, LLC. The old speedway
gas station will be torn down and will be building two new retail complexes
with six stores. Two stores will be along Portage Avenue.
(Portage/Elwood). Macog has funds for storage tank remediation through
the state of Indiana.
•Confirming Tax Abatement for property commonly known as multiple
properties
•Designating Tax Abatement for property located at 1901 N. Bendix Drive
for Crossroads Solar that almost exclusively hires felons returning to the
workplace. They have grown and are at compacity.
B.Common Council
C.Other
1.Desmond Upchurch, resident, 327 S Francis Street, asked if we have an
exact amount of what is affordable.
Mr. Bauer noted that it is 80% of the HUD table which is $43,700 per year
in income. The rent that is affordable is based on HUD percentages.
South Bend Redevelopment Commission Regular Meeting – July 13, 2023
Mr. Upchurch asked are they going to be offset by a certain range?
Mr. Bauer noted the HUD housing table starting at the 80% AMI down to
the 30% AMI ranges.
Mr. Upchurch asked for the exact numbers not the percentages to tell the
citizens of South Bend. Typically, a resident does not look at the HUD
percentages, they just want to know why their rent amount went up.
Mr. Bauer states that each community is different. The AMI for St Joseph
County for 60% AMI for a 2-bedroom apartment is $1,053 per month. This
is the HUD fair market housing table.
7.Next Commission Meeting:
Thursday, July 27, 2023
8.Adjournment
Thursday, July 13, 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:Tuesday, July 11, 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-0059691 $168,298.73
GBLN-0059727 $197,500.00
GBLN-0000000 $0.00
Total:$365,798.73
_______________________________
Kyle Willis
The attached claims described above were allowed in the following
total amount at a public meeting on the date stated below:365,798.73$
South Bend Redevelopment Commission
By:_______________________________
Name:
Date:
Attest:_______________________________
Name:
ITEM 3A
Expenditure approval
RDC Payments-7/11/23 Pymt Run
GBLN-0059691
Payment method:
Voucher:
Payment date:
Vendor#
V-00000982
Payment method:
Voucher:
Payment date:
Vendor#
V-00001513
Payment method:
Voucher:
Payment date:
Vendor#
V-00010599
Payment method:
Voucher:
Payment date:
Vendor#
V-00003121
CHK-Total
RDCP-00018015
7/11/2023
Name
LAWSON
FISHER
ASSOCIATES
CHK-Total
RDCP-00018016
7/11/2023
Name
SLATILE
ROOFING &
SHEET METAL
CHK-Total
RDCP-00018017
7/11/2023
Name
Site Design
Group, Ltd.
CHK-Total
RDCP-00018018
7/11/2023
Name
Tuesley Hall
Konopa LLP
Invoice# Line description Due date
202135102230576 PSA for 10% Design Services 7/16/2023
Invoice# Line description Due date
6/16 INV MarMain Roof Replacement 7/16/2023
Invoice# Line description Due date
955606 South Bend Notre dame Urban Trail Design 7/20/2023
Invoice# Line description Due date
59230017A Legal Services -300 E. Lasalle (May invoice) 6/25/2023
Invoice amount Financial dimensions
$23,996.33
429-10-102-121-431002-
PROJ00000308
Invoice amount Financial dimensions
$114,662.15
324-10-102-121-443001-
PROJ00000372
Invoice amount Financial dimensions
429-10-102-121-431002--
$3,401.25 PROJ00000378
Invoice amount Financial dimensions
$2,588.00 324-10-102-121-431001--
Purchase order
PO-0013618
Purchase order
PO-0021898
Purchase order
PO-0021578
Purchase order
PO-0024731
City of South Bend
Department of Administration & Finance
Claims Allowance Request
To:South Bend Redevelopment Commission
From:Kyle Willis, City Controller
Date:Monday, July 24, 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-0060174 $45,872.96
GBLN-0000000 $0.00
GBLN-0000000 $0.00
Total:$45,872.96
_______________________________
Kyle Willis
The attached claims described above were allowed in the following
total amount at a public meeting on the date stated below:45,872.96$
South Bend Redevelopment Commission
By:_______________________________
Name:
Date:
ITEM 3B
Attest:_______________________________
Name:
Redevelopment Commission Agenda Item
DATE: 7/21/23
FROM: Joseph Molnar
SUBJECT: Resolution Rescinding Resolution No. 3573
Which TIF? (circle one) River West; River East; South Side; Douglas Road; West Washington
PURPOSE OF REQUEST: Rescinding Resolution No. 3573
Specifics: On May 25, 2023 the RDC adopted Resolution No. 3573 approving the transfer of 900
S Franklin to the South Bend Board of Public Works for the purpose of developing affordable
housing through an agreement with Advantix Development Corporation. The deed had not yet
been recorded when a different property was identified to serve as the large site for the
Advantix project and the 900 S. Franklin property is no longer needed for the project. This
Resolution rescinds Resolution No. 3573 and voids the unrecorded deed.
City Staff recommends approval of the Resolution.
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
_________________________Pres/V-Pres
ATTEST: __________________Secretary
Date: ____________________
APPROVED Not Approved
SOUTH BEND REDEVELOPMENT COMMISSION
ITEM 5A1
RESOLUTION NO. 3576
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
RESCINDING ITS RESOLUTION NO. 3573 AND VOIDING THE TRANSFER
OF REAL PROPERTY TO THE SOUTH BEND BOARD OF PUBLIC WORKS
WHEREAS, on May 25, 2023, the South Bend Redevelopment Commission (the
“Commission”), governing body of the City of South Bend, Indiana (the “City”), Department of
Redevelopment, adopted Resolution No. 3573 approving the transfer of Commission-owned
property at 900 S Franklin, South Bend, Indiana (the “Property”), to the South Bend Board of
Public Works (the “Board”); and
WHEREAS, the purpose of the transfer was for the Board to transfer the Property to an
Indiana non-profit and tax-exempt entity under Section 501(c)(3) of the Internal Revenue Code
for the purpose of developing affordable infill housing; and
WHEREAS, a different property was identified to serve the purpose of developing
affordable infill housing and the Commission and Board no longer desire to transfer the Property
as a result; and
WHEREAS, the quit claim deed executed by the Commission pursuant to Resolution No.
3573 was not presented for recording in the Office of the Recorded of St. Joseph County, Indiana;
and
WHEREAS, it is anticipated that the Board will adopt a resolution voiding the
Commission's conveyance of the Property to the Board.
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND REDEVELOPMENT
COMMISSION AS FOLLOWS:
1.Resolution No. 3573 of the South Bend Redevelopment Commission is hereby
rescinded.
2.The unrecorded quit claim deed executed pursuant to Resolution No. 3573 is hereby
voided.
3.The Commission hereby voids all other commitments related to Resolution No.
3573, with the understanding that the Board will also approve a voiding resolution.
4.This Resolution will be in full force and effect upon its adoption by the
Commission.
ADOPTED at a meeting of the South Bend Redevelopment Commission held on July
27, 2023.
SOUTH BEND REDEVELOPMENT
COMMISSION
Marcia I. Jones, President
ATTEST:
Vivian Sallie, Secretary
Redevelopment Commission Agenda Item
DATE: 7/21/23
FROM: Joseph Molnar
SUBJECT: First Amendment Purchase Agreement
Which TIF? (circle one) River West; River East; South Side; Douglas Road; West Washington
PURPOSE OF REQUEST: First Amendment of the Advantix Purchase Agreement to fix scrivener error
Specifics: On July 13th 2023, the RDC approved a Purchase Agreement with Advantix
Development Corporation for land at Lincolnway West and Marion for the development of
affordable housing. The Agreement contained a scrivener’s error indicating the wrong contact
information for notices and communications. This First Amendment substitutes the correct
contact information.
City Staff recommends approval of the First 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 5A2
{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 27th day of July, 2023, by and
between South Bend Redevelopment Commission (“Seller”), as Seller, and Advantix
Development Corporation, an Indiana non-profit corporation, with its registered address being 500
SE 10th Street, Evansville, Indiana (“Buyer”), as Buyer (each a “Party” and collectively, the
“Parties”).
RECITALS
A.Seller and Buyer entered into that certain Real Estate Purchase Agreement, dated
effective as of July 13, 2023 (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 Buyer 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, Buyer 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 12 (A.): the text following the words “To Buyer” shall be deleted in its
entirety and replaced with the following:
Advantix Development Corporation
Attn: Tim Martin
500 SE 10th Street
Evansville, Indiana 47713
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.
{20220643.DOCX} 2
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, Buyer and Seller have executed this First Amendment to Real
Estate Purchase Agreement to be effective as of the date set forth above.
“BUYER”:
Advantix Development Corporation,
an Indiana non-profit corporation
By:
Timothy L. Martin, its sole member
“SELLER”:
South Bend Redevelopment Commission
By:
Marcia I. Jones, President
Attest:
Vivian Sallie, Secretary
Redevelopment Commission Agenda Item
DATE: 7/25/23
FROM: Erik Glavich, Director, Growth & Opportunity
SUBJECT: South Bend Youth Hockey (Ice Box)
Development Agreement
Which TIF? (circle one) River West; River East; South Side; Douglas Road; West Washington
PURPOSE OF REQUEST: Development Agreement for property located at 1421 S. Walnut Street, South
Bend, Indiana 46619 (The Ice Box Skating Rink)
SPECIFICS: The Commission will consider a Development Agreement with South Bend Youth
Hockey Inc, a nonprofit corporation which owns and operates the Ice Box. The Ice Box will build
a new third rink and expand their facilities.
This Agreement specifies that (1) the Funding Amount provided by Redevelopment Commission
will not exceed $2.0 million and (2) the Private Investment by the Developer will be no less than
$9.0 million. The Developer agrees to complete the project by the end of 2026. The Funding
Amount will be used to purchase new “chiller” equipment for the new and existing rinks, with
the remaining funds to be used for parking lots on the property.
Staff recommends approval of this Development 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
July 27
Redevelopment Commission Agenda Item
DATE: July 20, 2023
FROM: Denise Linn Reidl, CIO
SUBJECT: Digital Equity Funding
Funding Source* (circle one) River West; River East; South Side; Douglas Road; West Washington; RDC General
*Funds are subject to the City Controller's determination of availability; if funds are unavailable, as solely determined by the City Controller,
then the authorization of the expenditure of such funds shall be void and of no effect.
Purpose of Request:
Innovation & Technology staff requests the Redevelopment Commission's approval of $100,000 to
promote digital equity in South Bend. Specifically, funds will go towards services and equipment to
expand South Bend Open Wi-Fi in targeted parks, corridors, and community centers. Sites for Open
Wi-Fi expansion and the selection process can be viewed at southbendin.gov/sbow/expansion.
This funding will facilitate the tripling of the Open Wi-Fi footprint since 2022 and will enhance
community connectivity options for South Bend residents.
Please do not hesitate to contact Driedl@southbendin.gov for any additional information.
INTERNAL USE ONLY: Project Code: ;
Total Amount – New Project Budget Appropriation $_______________;
Total Amount – Existing Project Budget Change (increase or decrease) $_______________;
Funding Limits: Engineering: $_____________________; Other Prof Serv Amt $_______________;
Acquisition of Land/Bldg (circle one) Amt: $___________; Street Const Amt $________________;
Building Imp Amt $_________; Sewers Amt $_________; Other (specify) Amt $ ________________
_________________________Pres/V-Pres
ATTEST: __________________Secretary
Date: ____________________
APPROVED Not Approved
SOUTH BEND REDEVELOPMENT COMMISSION
ITEM 5B1
1
LICENSE AGREEMENT
FOR USE OF REDEVELOPMENT COMMISSION PROPERTY
This License Agreement (this “Agreement”) is made on July 27, 2023 (the “Effective
Date”), by and between the South Bend Redevelopment Commission, governing body of the City
of South Bend Department of Redevelopment (the “Commission”), and Wharf Partners LLC, (the
“Company”) (each a “Party,” and collectively, the “Parties”).
RECITALS
A.The Commission owns certain real property and improvements located within the
River East Development Area of the City of South Bend, Indiana (the “City”), as described in
Exhibit A, attached hereto and incorporated herewith, Parcel Key No. 71-08-12-130-008.000-
026 (the “Property”); and
B.The Company approached the Commission with its desire to use a portion of the
Property, as set forth in Exhibit B, attached hereto and incorporated herewith, (the “Licensed
Premises”) for the purpose of constructing and maintaining a restaurant patio open to the general
public, and for appurtenant equipment and fixtures so related (the “Company Uses”) while the
Company conducts its business in the vicinity of the Property; and
C.The Commission is willing to confer a personal privilege to the Company to permit
the Company to use the Property for the Purposes, subject to the terms and conditions set forth in
this Agreement, pursuant to IC §36-7-14-12.2(a)(3).
PROVISIONS OF AGREEMENT
NOW, THEREFORE, in consideration of the mutual covenants stated in this Agreement,
the Parties agree as follows:
1.License. The Commission grants to the Company a revocable, -exclusive license
to enter and use the Licensed Premises, as fully described in Exhibit B, for the Company Uses,
while the Company conducts its business in the vicinity of the Property, provided that the
Company’s use of the Property is reasonable at all times and comports with the terms of this
Agreement and all applicable laws. The Commission, or its authorized representative, reserves
the right to specifically designate the location and configuration of the Licensed Premises on the
Property that are available for the Company’s use and may modify such location or configuration
during the Term (as defined below) upon reasonable notice to the Company. The Company’s
license is limited to use of the Licensed Premises for the Company Uses as stated above and the
Company may not enter or use any other structure on or other area of the Property for any reason
without prior written permission or use the Licensed Premises for any purpose other than the
Company Uses defined herein. Company agrees to conduct the Company Uses in a manner that
complies with the Americans with Disabilities Act, as amended.
2.Term. The Company’s license to use the Licensed Premises shall be effective
starting on July 27, 2023, and continuing until such time revoked by the Commission, or its
designee or successor. Upon ninety (90) days’ written notice to the Company at the above-
ITEM 5C1
2
mentioned registered office address, the Commission or the Commission’s authorized
representative may revoke and terminate the license at any time for any reason, including, without
limitation, to accommodate future development of the Property or the surrounding area, as
determined in its, his, or her sole discretion. Notwithstanding the foregoing sentence, the
Commission or the Commission’s authorized representative may revoke and terminate the license
upon thirty (30) days’ written notice in the event there exists any material default of the Company’s
obligations under this Agreement. Following such written notice of material default, Company
shall be afforded fifteen (15) days within which to cure the default. If the default is not cured within
this period, the Commission may terminate the license and demand the removal of any
improvements without further notice.
3.No Lease; No Assignment; No estate or interest. The Parties acknowledge and
intend that this Agreement is a license and will not constitute a lease of the Property or the Licensed
Premises to the Company. This Agreement does not convey any estate or interest in the Property
or the Licensed Premises to the Company and does not convey any future promise or option to the
Company in any regard to an estate or interest in the Property or the Licensed Premises.
Furthermore, the Company will have no right or authority to convey any interest in the Property
or the Licensed Premises to any other person or entity. Any attempt by the Company to grant or
lease any interest in the Property or the Licensed Premises to any other person or entity will be
void ab initio and of no force or effect. The Parties agree that neither this Agreement nor any of
the Company’s rights or use of the Property or the Licensed Premises under this Agreement is
assignable or transferable, in whole or in part, by Company to any other person or entity, except
that the Company may assign this Agreement to an entity which has agreed in writing with
Company to perform the Company Uses. The Commission shall receive written notice of any such
assignment, together with contact information for the entity performing the Company Uses. Said
provision notwithstanding, the Parties acknowledge that the Commission may assign and/or
transfer its rights under this Agreement to any other department, division, or board of the City of
South Bend, including but not limited to the South Bend Board of Park Commissioners, which
may own the Property in the future.
4.No Improvements. Except as contemplated herein and reasonably necessary for the
Company Uses, the Company shall not make any changes or improvements to the physical,
electrical and mechanical features of the Property and the Licensed Premises.
5.Security. The Company understands and agrees that the Commission shall not be
liable for any loss, damage, destruction, or theft of the Company’s property or any bodily harm or
injury that may result from the Company’s use of the Property. The Company understands and
agrees that it will at all times be solely responsible for the safety and security of all persons,
property, and vehicles, including any property contained within the vehicles, on the Property in
connection with the Company’s use of the Licensed Premises under the terms of this Agreement.
6. Storage. The Company agrees that it will not store any supplies, materials, goods,
or personal property of any kind on the Property without the prior written consent of the
Commission. In addition, the Company will not cause or permit, knowingly or unknowingly, any
hazardous material to be brought or remain upon, kept, used, discharged, leaked, or emitted at the
Property.
3
7.Regulations; Other Permits. The Company understands and agrees that it will, at
its own expense, observe and comply with all applicable statutes, laws, ordinances, requirements,
orders, rules, and regulations of all governmental authorities in relation to its use of the Licensed
Premises. The Company understands and agrees that it will secure in its own name and at its own
expense all other permits and authorizations, if any, necessary for its use of the Licensed Premises
in accordance with the terms of this Agreement.
8.Commission’s Use. The Commission retains possession and control of the Property
and the Licensed Premises and reserves the right to use the Property during the Term of this
Agreement for any purpose, including, but not limited to, general maintenance. The Company
remains responsible for the maintenance and repair of all equipment, fixtures, or other property it
places in the Licensed Premises.
9.Loss of Use. The Company agrees that full or partial closure and/or loss of use and
enjoyment of the Property for a period in excess of 90 consecutive days, would result in harm to
the City. The Company acknowledges that, if the work consisting of Company’s initial construction
and installation of its facilities suitable for the Company Uses within the Licensed Premises which
requires full or partial closure of the Property (“Initial Work”) is not completed within 120 days
after the date the Initial Work is commenced, the City may assess a $250.00 per day Property use
fee for each day after the 120th day until the Initial Work is complete. Notwithstanding the
foregoing, the City agrees that (1) Company’s initial clean-up work will not trigger commencement
of the 90-day period for completing the Initial Work, and (2) days where Company is prevented
from performing the Initial Work due to circumstances beyond Company’s reasonable control will
not count toward the 90-day period. Prior to commencing the Initial Work, Company will provide
the City with written notice confirming the Initial Work start date. In the event that the Initial Work
is not complete prior to the riverwalk opening to the public, the Initial Work shall not impede
pedestrian traffic on the riverwalk or present any safety hazards, as reasonably determined by the
City.
10.Abandonment; Revocation of License. The failure of Company to use the Licensed
Premises for the Company Uses, shall not be deemed to constitute an abandonment or waiver of
the rights granted herein, except as otherwise provided in this paragraph. Should three years pass
from the date that this Agreement is executed, and Company has either never used the Licensed
Premises or has ceased using the Licensed Premises for a period of 12 consecutive months, the
Commission may send Company written notice of its intention to terminate this Agreement. If
Company fails to notify the Commission, within 60 days after receiving the Commission’s notice,
that Company has plans to resume the Company Uses in the Licensed Premises, this Agreement
will terminate without any additional notice required by the Commission or Company. The
provisions of this Section shall supersede any termination provisions elsewhere in this Agreement.
Company will be responsible for the cost and removal of such unused facilities within six months
of the termination of this Agreement under this Section. The Commission reserves the right to
revoke this Agreement at any time under the terms of this Section if the Licensed Premises ceases
to be used for a purpose which is open to and accessible by the general public without discrimination
or based on membership (e.g., a private club) or any other basis.
11.Restoration. To the extent that any portion of the Property is disturbed or damaged
in connection with the Company’s use of the Property, including but not limited to the Initial Work,
4
the Company, at the Company’s sole expense, shall restore the Property to the condition that
existed immediately prior to such disturbance or damage to the satisfaction of the Commission.
12.Indemnification. The Company agrees and undertakes to indemnify and hold the
City and the Commission, and their respective agents, employees, successors, and assigns,
harmless from any liability, loss, costs, damages or expenses, including attorneys’ fees, which the
City or the Commission may suffer or incur as a result of any claims or actions which may be
brought by any person or entity arising out of the license granted herein by the Commission or the
Company’s use of the Property. If any action is brought against the City or the Commission, or
their respective agents, employees, successors, or assigns, in connection with the Company’s use
of the Property, the Company agrees to defend such action or proceedings at its own expense and
to pay any judgment rendered therein.
13. Insurance. The Company, at the Company’s sole expense, shall maintain during
the Term of this Agreement commercial general liability insurance covering the Company in an
amount not less than Five Million Dollars ($5,000,000.00) per occurrence. The Company agrees
to include the Commission and the City as additional insureds on any such policy and produce to
the Commission a certificate of insurance evidencing the same. To the extent that the Commission
or the City is harmed as a result of the Company’s use of the Property, the Company hereby grants
the Commission first priority on any proceeds received from the Company’s insurance.
Notwithstanding anything in this Agreement to the contrary, neither the Commission nor the City
waive any governmental immunity or liability limitations available to them under Indiana or other
applicable law.
14.Integration; Amendment. This Agreement supersedes all prior negotiations,
understandings, and agreements, whether written or oral, concerning the subject matter of this
Agreement and constitutes the Parties’ entire agreement. This Agreement may not be altered
except by a written instrument signed by authorized representatives of both Parties.
15.Counterparts; Signatures. This Agreement may be separately executed in
counterparts by the Commission and the Company, and the same, when taken together, will be
regarded as one original Agreement. Electronically transmitted signatures will be regarded as
original signatures.
16. Authority. Each undersigned person signing on behalf of his/her respective Party
certifies that he/she is duly authorized to bind his/her respective Party to the terms of this
Agreement.
17.Governing Law. This Agreement will be governed by and construed in accordance
with the laws of the State of Indiana.
[Signature page follows.]
5
IN WITNESS WHEREOF, each Party has executed this Agreement to be effective as of
the Effective Date stated above.
SOUTH BEND REDEVELOPMENT
COMMISSION
By: ______________________________
Marcia I. Jones, President
ATTEST:
______________________________
Vivian Sallie, Secretary
WHARF PARTNERS LLC
By: ______________________________
Frank A. Perri______________________, Managing Member
SX
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±683.87'T/O slurry wall686.92'T/O SLAB687.1'
T/O WALK
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686.20' TP
683.9' TA686.05' T/O PAD683.71' TA686.5' TCGrate/Conc685685 6856856856856876876856846
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= 100.00 (UNDER CONSTRUCTION)25.7'14.4'12.4'
22
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7
'
R22.2'R57.2'R1129.7
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R12.1'
29'
30'13.4'686.0'
Patio
R45.9'6.9'4.9'15.7'13'25.2'
2.9'5.8'9.3'11.4'9.9'5.5'12.9'27.5'
1.6'
32.6'
1 SCALE 1" = 10'
PARTIAL SITE PLAN
Copyright C
410516
BUILDING CORPORATION
All Rights Reserved
These drawings are property of
Panzica Building Corporation
Reproduction or use without
express written consent is
prohibited.
Sheet
Of
Project #
File #
Date
Revisions
Panzica
Construction
Group
416 East Monroe St.
Suite 320
South Bend, IN 46601
574.234.0124
Job Description
2023 320 East Colfax Avenue at the St. Joseph RiverSouth Bend, Indiana 46617Mixed Use DevelopmentPatio Plan
CP1OO
April 25, 2023