Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
04-08-2024 AGENDA PACKET FINAL
MEMORANDUM TO: MEMBERS OF THE COMMON COUNCIL FROM: BIANCA L. TIRADO, CITY CLERK DATE: THURSDAY, APRIL 4, 2024 SUBJECT: COMMITTEE MEETING NOTICE The following Common Council Committee Meetings have been scheduled for Monday, April 8, 2024: Council Chambers 4th Floor County-City Building 227 W. Jefferson Blvd. South Bend, IN 46601 The Council Chambers will be Open to the Public. Members of the Public May Attend this Meeting Virtually via Microsoft Teams Meeting app here: https://tinyurl.com/040824CC 5:00 P.M. PERSONNEL & FINANCE CHAIRPERSON, NIEZGODSKI 1.Bill No. 21-24 - 2024 General Fund Additional Appropriation Ordinance 2.Bill No. 24-10 - Resolution Approving a Lease Between the South Bend Redevelopment Authority and the South Bend Redevelopment Commission Relating to the Four Winds Field at Coveleski Stadium 5:20 P.M COMMUNITY INVESTMENT CHAIRPERSON, WARNER 1.Update – Department of Community Investment 2023 TIF Annual Report 2.Bill No. 24-11 -Declaratory Resolution- Personal Property Tax Abatement Steel Warehouse, LLC 2803 Tucker Drive, and 2920 Tucker Drive 3.Bill No. 24-12 – Declaratory Resolution - Real Property Tax Abatement Steel Warehouse Company, LLC 2803 Tucker Drive, and 2920 Tucker Drive 5:50 P.M ZONING & ANNEXATION CHAIRPERSON, DR. DAVIS 1.Bill No. 17-24 - Special Exception at 922 E Colfax Ave Council President Sharon L. McBride has called an Informal Meeting of the Council which will commence immediately after the adjournment of the Zoning and Annexation Committee Meeting. INFORMAL MEETING OF THE COMMON COUNCIL PRESIDENT, S. MCBRIDE 1. Discussion of Council Agenda 2. Update and Announcements 3. Adjournment cc: Mayor James Mueller Committee Meeting List Media NOTICE FOR HEARING AND SIGHT IMPAIRED PERSONS Auxiliary Aid or Other Services may be Available upon Request at No Charge. Please give Reasonable Advance Request when Possible 1 SOUTH BEND COMMON COUNCIL M EETING A GENDA Monday, April 8, 2024 7:00 P.M. The South Bend Common Council meeting will be open to the public at the Council Chambers on the 4th floor of the County-City Building, 227 W. Jefferson Blvd., South Bend, IN 46601 or available by way of a virtual meeting using the Microsoft Teams Meeting App. Public access to the meeting can be granted by this Microsoft Teams Link: https://tinyurl.com/SBCC040824 1. INVOCATION – REV. FELIPE CAMPOS CSC. -ST. ADALBERT CATHOLIC CHURCH 2. PLEDGE TO THE FLAG 3. ROLL CALL 4. REPORT FROM THE SUB-COMMITTEE ON MINUTES MARCH 25, 2024 | NOVEMBER 27, 2023 | DECEMBER 11, 2023 5. SPECIAL BUSINESS 6. REPORTS FROM CITY OFFICES 7. COMMITTEE OF THE WHOLE TIME:_____ BILL NO. 17-24 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, APPROVING A PETITION OF THE ADVISORY BOARD OF ZONING APPEALS FOR THE PROPERTY LOCATED AT 922 EAST COLFAX AVENUE COUNCILMANIC DISTRICT NO. 4 IN THE CITY OF SOUTH BEND, INDIANA 2 21-24 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, APPROPRIATING ADDITIONAL FUNDS OF $9,000,000 FROM THE GENERAL FUND (#101). 8. BILLS ON THIRD READING TIME:______ BILL NO. 17-24 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, APPROVING A PETITION OF THE ADVISORY BOARD OF ZONING APPEALS FOR THE PROPERTY LOCATED AT 922 EAST COLFAX AVENUE COUNCILMANIC DISTRICT NO. 4 IN THE CITY OF SOUTH BEND, INDIANA 21-24 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, APPROPRIATING ADDITIONAL FUNDS OF $9,000,000 FROM THE GENERAL FUND (#101). RESOLUTIONS BILL NO. 24-10 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, APPROVING A LEASE BETWEEN THE SOUTH BEND REDEVELOPMENT AUTHORITY AND THE SOUTH BEND REDEVELOPMENT COMMISSION RELATING TO THE FOUR WINDS FIELD AT COVELESKI STADIUM PROJECT AND TAKING OTHER ACTIONS RELATED THERETO 24-11 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 2803 TUCKER DRIVE, SOUTH BEND, INDIANA 46619 AND 2920 TUCKER DRIVE, SOUTH BEND, INDIANA 46619 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE-YEAR (5) PERSONAL PROPERTY TAX ABATEMENT FOR STEEL WAREHOUSE COMPANY, LLC 24-12 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 2803 TUCKER DRIVE, SOUTH BEND, INDIANA 46619 AND 2920 TUCKER DRIVE, SOUTH BEND, INDIANA 46619 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A SIX-YEAR (6) REAL PROPERTY TAX ABATEMENT FOR STEEL WAREHOUSE COMPANY, LLC 3 9. BILLS ON FIRST READING 10. UNFINISHED BUSINESS 11. NEW BUSINESS 12. PRIVILEGE OF THE FLOOR 13. ADJOURNMENT TIME: _________ Notice for Hearing and Sight Impaired Persons Auxiliary Aid Or Other Services Are Available Upon Request At No Charge. Please Give Reasonable Advance Request When Possible. In the interest of providing greater public access and to promote greater transparency, the South Bend Common Council agenda has been translated into Spanish. All agendas are available online from the Council’s website, and also in paper format in the Office of the City Clerk, 4th Floor County-City Building. Reasonable efforts have been taken to provide an accurate translation of the text of the agenda, however, the officiate is the English version. Any discrepancies which may be created in the translation are not binding. Such translations do not create any right or benefit, substantive or procedural, enforceable at law or equity by a party against the Common Council or the City of South Bend, Indiana. 2024 COMMON COUNCIL STANDING COMMITTEES (Rev. 03-21-2024) COMMUNITY INVESTMENT COMMITTEE Oversees the various activities of the Department of Community Investment. This Committee reviews all real and personal tax abatement requests and works closely with the Business Development Team. Troy Warner, Chairperson Sherry Bolden-Simpson, Member Rachel Tomas-Morgan, Vice-Chairperson Kaine Kanczuzewski, Citizen Member Ophelia Gooden-Rodgers., Member Thomas Gryp, Citizen Member COMMUNITY RELATIONS COMMITTEE Oversees the various activities of the Engagement and Economic Empowerment, Neighborhood Development, and Community Resources Teams within the City’s Department of CI and is charged with facilitating partnerships and ongoing communications with other public and private entities operating within the City. Ophelia Gooden-Rodgers, Chairperson Sheila Niezgodski, Member Canneth Lee, Vice-Chairperson Sherry Bolden-Simpson, Member Citizen Member COUNCIL RULES COMMITTEE Oversees the regulations governing the overall operation of the Common Council, as well as all matters of public trust. Its duties are set forth in detail in Section 2-10.1 of the South Bend Municipal Code. Sharon L. McBride, Member Troy Warner, Member Sheila Niezgodski, Member HEALTH AND PUBLIC SAFETY COMMITTEE Oversees the various activities performed by the Fire and Police Departments, EMS, Department of Code Enforcement, ordinance violations, and related health and public safety matters. Rachel Tomas Morgan, Chairperson Troy Warner, Member Dr. Oliver Davis, Vice-Chairperson Savino Rivera, Citizen Member Karen L. White, Member Frank Spesia, Citizen Member INFORMATION AND TECHNOLOGY COMMITTEE- Innovation Oversees the various activities of the City’s Department of Innovation, which includes the Divisions of Information Technology and 311 so that the City of South Bend remains competitive and on the cutting edge of developments in this area. Reviewing and proposing upgrades to computer systems and web sites, developing availability and access to GIS data and related technologies are just some of its many activities. Rachel Tomas Morgan, Chairperson Canneth Lee, Member Sherry Bolden-Simpson, Vice-Chairperson Maria Gibbs, Citizen Member Kate Berlent, Citizen Member PARC COMMITTEE- Venues Parks and Arts (Parks, Recreation, Cultural Arts & Entertainment) Oversees the various activities of the Century Center, College Football Hall of Fame, Four Winds Stadium, Morris Performing Arts Center, Studebaker National Museum, South Bend Regional Museum of Art, Potawatomi Zoo, My SB Trails, DTSB relations, and the many recreational and leisure activities offered by the Department of Venues Parks and Arts. Canneth Lee, Chairperson Dr. Oliver Davis, Member Troy Warner, Vice-Chairperson Rachel Tomas Morgan, Member Citizen Member PERSONNEL AND FINANCE COMMITTEE Oversees the activities performed by the Department of Administration and Finance, and reviews all proposed salaries, budgets, appropriations, and other fiscal matters, as well as personnel policies, health benefits and related matters. Sheila Niezgodski, Chairperson Karen L. White, Member Troy Warner, Vice-Chairperson Canneth Lee, Member Rachel Tomas Morgan, Member Citizen Member PUBLIC WORKS AND PROPERTY VACATION COMMITTEE Oversees the various activities performed by the Building Department, the Department of Public Works and related public works and property vacation issues. Sheila Niezgodski, Chairperson Dr. Oliver Davis, Member Karen L. White, Vice-Chairperson Sherry Bolden-Simpson, Member Jason Piontek, Citizen Member Carl Littrell, Citizen Member RESIDENTIAL NEIGHBORHOODS COMMITTEE Oversees the various activities and issues related to neighborhood development and enhancement. Karen L. White, Chairperson Ophelia Gooden-Rodgers, Member Canneth Lee, Vice-Chairperson Sheila Niezgodski, Member Amika Micou, Citizen Member Citizen Member UTILITIES COMMITTEE Oversees the activities of all enterprise entities including but not limited to the Bureau of Waterworks, Bureau of Sewers, and all related matters. Sherry Bolden-Simpson, Chairperson Troy Warner, Member Dr. Oliver Davis, Vice-Chairperson Ophelia Gooden-Rodgers, Member Joseph Mayer, Citizen Member Dr. Janet J. Evelyn, Citizen Member ZONING AND ANNEXATION COMMITTEE Oversees the activities related to the Board of Zoning Appeals, recommendations from the Area Plan Commission and the Historic Preservation Commission, as well as all related matters addressing annexation and zoning. Dr. Oliver Davis, Chairperson Sheila Niezgodski, Member Ophelia Gooden Rodgers, Vice-Chairperson Karen L. White, Member Stacey Odom, Citizen Member ________________ SUB-COMMITTEE ON MINUTES Reviews the minutes prepared by the Office of the City Clerk of the regular, special, and informal meetings of the Common Council and makes a recommendation on their approval/modification to the Council. Troy Warner, Member Sherry Bolden-Simpson, Member 2024 COMMON COUNCIL STANDING COMMITTEES (Rev.03-21-2024) CANNETH LEE, 1ST District Council Member Chairperson, Committee of the Whole PARC Committee, Chairperson Personnel & Finance Committee, Member Residential Neighborhoods Committee, Vice-Chairperson Information & Technology Committee, Member Community Relations Committee, Vice-Chairperson OPHELIA GOODEN-RODGERS, 2nd District Council Member Community Relations Committee, Chairperson Utilities Committee, Member Zoning & Annexation Committee, Vice-Chairperson Residential Neighborhoods Committee, Member Community Investment Committee, Member SHARON L. MCBRIDE, 3rd District Council Member President Council Rules Committee, Member TROY WARNER, 4TH District Council Member Community Investment Committee, Chairperson Health & Public Safety Committee, Member Personnel & Finance Committee, Vice-Chairperson Utilities Committee, Member PARC Committee, Vice-Chairperson Sub-Committee on the Minutes, Member Council Rules Committee, Member SHERRY BOLDEN-SIMPSON, 5TH District Council Member Utilities Committee, Chairperson Community Relations Committee, Member Information & Technology, Vice-Chairperson Community Investment Committee, Member Public Works & Property Vacation Committee, Member Sub-Committee on Minutes, Member SHEILA NIEZGODSKI, 6TH District Council Member Vice-President Personnel & Finance Committee, Chairperson Residential Neighborhoods Committee, Member Public Works & Property Vacation, Chairperson Zoning & Annexation Committee, Member Council Rules Committee, Member Community Relations Committee, Member DR. OLIVER DAVIS, AT LARGE Council Member Zoning & Annexation Committee, Chairperson Public Works & Property Vacation, Member Utilities Committee, Vice-Chairperson PARC Committee, Member Health and Public Safety Committee, Vice-Chairperson RACHEL TOMAS MORGAN, AT LARGE Council Member Information & Technology Committee, Chairperson PARC Committee, Member Health & Public Safety Committee, Chairperson Personnel & Finance Committee, Member Committee Investment Committee, Vice-Chairperson KAREN L. WHITE, AT LARGE Council Member Residential Neighborhoods Committee, Chairperson Health & Public Safety Committee, Member Public Works & Property Vacation, Vice-Chairperson Zoning & Annexation Committee, Member Personnel and Finance Committee, Member Filed in Clerk's Office City of South Bend MAR 06 2024 BOARD OF ZONING APPEALS ianca Tirado City Ciek, South Bend, kN March 5, 2024 Honorable Oliver Davis 4th Floor, County-City Building South Bend, IN 46601 RE: Special Exception at 922 E. Colfax Avenue Dear Committee Chair Davis: Enclosed is an Ordinance for the proposed Special Exception at the above referenced location. Please include the attached Ordinance on the Council agenda for first reading at your March 11, 2024,Council meeting and set it for public hearing at your April 8, 2024, Council meeting.The petition is tentatively scheduled for public hearing at the April 1, 2024, South Bend Board of Zoning Appeals meeting. The staff report and recommendation of the South Bend Board of Zoning Appeals will be forwarded to the Office of the City Clerk by noon on the Wednesday following the public hearing. The petitioner provided the following to describe the proposed project: A Special Exception to allow for the use of a Group Residence The full petition is attached for your reference. Changes may occur between the filing and the public hearing. Any substantial changes will be identified at the Council meeting. If you have any questions, please feel free to contact our office. Sincerely, 1( ah,L /fit c Kari Myers Zoning Specialist CC: Bob Palmer County-City Building 1227 W.Jefferson I South Bend, IN 46601 574-235-7627 I www.southbendin.gov/zoning Bill No. 17-24 Filed in Clerk's Office BILL NO. 17-24 MAR 0 6 2024 ORDINANCE NO. Bianca TiradoCityClerk, South Bend, IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,APPROVING A PETITION OF THE ADVISORY BOARD OF ZONING APPEALS FOR THE PROPERTY LOCATED AT 922 EAST COLFAX AVENUE COUNCILMANIC DISTRICT NO.4 IN THE CITY OF SOUTH BEND, INDIANA STATEMENT OF PURPOSE AND INTENT Request a Special Exception to allow for the use of a Group Residence NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council has provided notice of the hearing on the Petition from the Advisory Board of Zoning Appeals pursuant to Indiana Code Section 5-14-1.5-5, requesting that a Special Exception be granted for property located at: 018-5014-0461 In order to permit a Group Residence SECTION II. Following a presentation by the Petitioner, and after proper public hearing, the Common Council hereby approves the petition of the Advisory Board of Zoning Appeals, a copy of which is on file in the Office of the City Clerk. SECTION III. The Common Council of the City of South Bend, Indiana, hereby finds that: 1. The proposed use will not be injurious to the public health, safety, comfort, community moral standards, convenience, or general welfare; 2. The proposed use will not injure or adversely affect the use of adjacent area of property values therein; 3. The proposed use will be consistent with the character of the district in which it is located, and the land uses authorized therein; 4. The proposed use is compatible with the recommendations of the City of South Bend Comprehensive Plan; SECTION IV. Approval is subject to the Petitioner complying with the reasonable conditions, if any, established by the Advisory Board of Zoning Appeals which are on file in the Office of the City Clerk. SECTION V. This Ordinance shall be in full force and effect from and after its passage by the Common Council and approval by the mayor, and legal publication, and full execution of any conditions or Commitments placed upon the approval. Sharon McBride, Council President South Bend Common Council Attest: Bianca Tirado, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana on the day of 2024, at o'clock . m. Bianca Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2024, at o'clock m. James Mueller, Mayor City of South Bend, Indiana 2 - City of South Bend 227 W. Jefferson - Suite 1400S 6601 BOARD OF ZONING APPEALS South Bend, ndinzoning@southbendin.gov RECEIVED MAR 0 4 2024 Petition for Variance - Special Exception Property Information Tax Key Number: Ok 6- 50 I`-f - `t to 1 1-kle1 If Eva Address: 617 E CO(( & A-+4. . S owtta /3-e Kd ZN ( Owner:fZ C C6 Zoning: Choose the current district NC- Nc.voz..rho.D oQ CAS•e Project Summary: O ve&.TAt, /3€yiefi AA a "b,u- iLic S11/4 /1-o v) /,Cvtis ci4 Reside J LC £art i`faj+a.e hl„L)s I n Pr li c f'S,P1.s br..ru, --e 1 U P ro 0 eh 1-13wq 4o L . GvLi"i^iL Ylj Q .0/.ik V1)0,0 Y!'Li ttcimitfGt I-t+v m 2 • 77.e l/L)34 imn d sa ai if i v m r+ - li, ,-,e r whe t s .Piv. o/4 5 e fe-ho-02. th.Q UJJ l e c,„ @ ear 7 S Vol'ha P 5es J,L CiAll 5If 4-11 i&ee. e Sr>'yr c e 5 Requested Action IN Special Exception/ Use Variance- complete and attach Criteria for Decision Making Use requested:t,ra,z l_/ Variance(s) - List variances below, complete and attach Criteria for Decision Making Variance(s) requested: CC oo __ L Q tp+a-i C d km. r. h vt t L c.r r.c vet 1FfOM rtGnq 04 5 n c4 Required Documents Completed Application (including Criteria for Decision Making and Contact Information) Site Plan drawn to scale PAID Filing Fee Per tO Criteria for Decision Making Special Exception-if applicable A Special Exception may only be granted upon making a written determination, based upon the evidence presented at a public hearing. Please address how the project meets the following criteria. 1)The proposed use will not be injurious to the public health, safety, comfort, community moral standards convenience or general welfare, because: fz L Ike' t;en c! hl.cerisrd' wyt)si•i>.t 1Iv.n w esicLLe c+ S fro rJ h e u is k e /f,,vs,n w rN N C.ei i 1,(V4JGtI1 ') is!17 nZrsumil ay ( ( _s 11J61„i d f61 (c l c+i4 to+'ti"-z4 i f w, ( I 6 e cc V/tk 0rh 0 o z h c S c L 4 D C.0 1t_ L; G{e ,tis 0 11 fC' t1kP I et CG of bZ,n 4n. Gr t +nStift r nt rn f I Cslct vl „It! bZ e (,lti a car e -frow\ fe S tff KyleJu IA)IAA) G'JIV4 e t o K vi, 7 1-e vvt Tom' J p eC L c ti l L ) 11,tS p trs or.c- 3< c, r ' , 2)The proposed use will not injure or adversely affect the use of the adjacent area or property values therein, because: ri ro e'1 G> Ae tic fri_ri s u r e fc> JyI KC/ rt,e pi Yv y up to e v-/-a ci 5-f-ef c 6,orzier 11) o v-CrSr 1' 1 Cf aGU aCevr f r litt,0 area or frir 6 V t i uE fiG.re t o • 3)The proposed use will be consistent with the character of the district in which it is located and the land uses authorized therein, because: rie ;t ,S Js jh ts;r,z,„ y y Gt 1 Gt u u + 411 "i CI:r e l LE.P r/ (pL Gc I bn t /1 U r 1 d ,il ny 6,;0 k, t y S e hit ( .titUc.rD55 (Di(riY Sfrect r"s tie n!( i S rt, b.v C ltia !+ (.6 Tlz car 4)The proposed use is compatible with the recommendations of the Comprehensive Plan, because: 1 ic. Mtn ' t te CJ+uI I Z f-kr s par F c (L 5Ur f"4 &2 n G l+ rtyt, rie Y.e w tS J rye sS h,z #' c C. re k e 1M rl U 1.1 Y Y 17-e Q 0 AA H.ti n_, ! . Criteria for Decision Making Variance(s)-if applicable State statutes and the Zoning Ordinance require that certain standards must be met before a variance can be approved. Please address how the project meets the following criteria: 1)The approval will not be injurious to the public health, safety, morals and general welfare of the community, because: 1 n-a The. .u Icl w9 geS h ,f,1a,,,) 1 t S{O' Foy y ,v,N y cdl yes G wfi -it fA neut. noAk) c wr., der 4- 0pt&!,kc hvs,,t f t tt ad'.J 0 IASItI 6o•e ra.-et CUrne inl i t ern s a,0 n c(i0 h r-c vt c e--ve f The Z b 04'Ai o1( 7 JO/ !t e bl e'47I C4A Ita c,yjs ' l(J 2)The use and value of the area adjacent to the property included in the variance will not be affected in a substantially adverse manner, because: 1AJL wy1,{ t?Ksu y e tom nL CD rs,< h Rom, 2 o nt nG y, r.1 f Q .tom a/4 c e j - f I p o ie+rt7 C1 c-f(rtrr, 4k (1 live S1, u's tdPyy G't et 0 f-•e teeowtt,,ser. a Y...s jc * .eMsNYr CourItex Cam ' 2 Q vv i n q S7A 1 dGi v-of c 3)The strict application of the terms of this Chapter would result in practical difficulties in the use of the property, because: t-.f 4,11%1p iv z s`yn ch",c5 toti i I el&s,.j„ cox tolav, S Q,n.Cu rsj Alp. i 7 a u014-4-1 61 41/LS C y 4)The variance granted is the minimum necessary, because: Lit w <.av k re. cots 41.0'1 ti,•t alel . 5)The variance does not correct a hardship caused by a former or current owner of the property, because: Contact Information Property owner(s) of the petition site: Name: t.1 ,1`(,4V "VacI Z-- Address: SI`t 9 leAe- IGvtoa Cr 6? 145$21 _ r 4653-6 Name: D Address: I i i 1- L.t106 61, y Gt 5 ovvtia tit/L 3 S" Name: Address: Contact Person: 1Name: 2G vtn.A,/t C-C emu vt At - Address: 5)01 L H L-rto CI- • Yt4 nr p u(c3 Phone Number: 3 2- E-mail: P P'‘..aA fi a gil&A 11 cow rat 4vtfeyr+l6,1 1. Con•, By signing this petition, the Petitioner/Property Owners of the above described Real Estate acknowledge they are responsible for understanding and complying with the South Bend Zoning Ordinance and any other ordinance governing the property. Failure of staff to notify the petitioner of a requirement does not imply approval or waiver from anything contained within the ordinance. The undersigned authorizes the contact person listed above to represent this petition before the South Bend Plan Commission and Common Council and to answer any and all questions related to this petition. Property Owner (s) Signatures: 3/e// zy Ci•ty of South Bend County-City Building 227 W.Jefferson Blvd. 1400S BOARD OF ZONING APPEALS South Bend,IN 46601 574) 235-7627 Apri12,2024 Filed in Cerk's Office APR 0 2 2024 Bianca Tirado Common Council of South Bend CitY Clerk, South Bend, IN 227 W.Jefferson Blvd,4th Floor South Bend, IN 46601 Re: #17-24: The petition of 922 E COLFAX LLC seeking a Special Exception for a Group Residence in the NC Neighborhood Center for property located at 922 COLFAX AVE Dear Council Members: I hereby Certify that the above referenced petition of 922 E COLFAX LLC was legally advertised on March 22,2024,and that the South Bend Board of Zoning Appeals at its public hearing on April 1,2024, took the following action: Upon a motion by Caitlin Stevens,being seconded by Frank Fotia and unanimously carried,a petition by 922 E COLFAX LLC seeking a Special Exception for a Group Residence for property located at 922 COLFAX AVE,City of South Bend,is sent to the Common Council with a favorable recommendation, and will issue written Findings of Fact. The staff comments related to this petition are attached.The Findings of Fact will be adopted at the next South Bend Board of Zoning Appeals meeting. Minutes of the public hearing are available in our office and will be posted on our website once approved. If you have any questions,please feel free to contact our office. Sincerely, Kari Myers Zoning Specialist Attachment CC: 922 E COLFAX LLC Manicar D. &Ramona Fernandez MaLiza F. Aquino Building Department Bob Palmer Staff Report—BZA#0254-24 April 1, 2024 Property Information Location: 922 COLFAX AVE Owner: 922 E COLFAX LLC Project Summary Haven by the Bend will serve as a non-licensed residential care home/housing with services for the elderly. The home will offer 10 bedrooms, private bathrooms, shared amenities, and 24 hour care services. Requested Action Special Exception: a Group Residence Site Location a III R Ailiiiiiiiiiiiii E COLFAX{y C A a r.' .{',Y F, .{, yam(. / ?^ y .' NT, ft: v- xiiiml. u_ 1. 1111111FIE k AID A 7 1:\ i ''1 S. r O Staff Recommendation Based on the information available prior to the public hearing, Staff recommends the Board send the Special Exception to the Common Council with a favorable recommendation. SOUTI I I3FNI)BO:1RU OF ZONING :1PPE,ILS Page 1 of 3 Filed in Clerk's Office APR 0 2 2024 Bianca Tirado City Clerk, South Bwa1, IN Filed in Clerk's Office APR 0 7 2024 Staff Report—BZA#0254-24 April 1, 2024 Bianca Tirado City Clerk, South Bend, INProposedSitePlan E COLFEAV 4 1h if*w, A ti A6 y 414 1 . Y V r pl.z; e it 1 ...1 IIV.A.' ilk o tear, ' ",, 0 ititlyrTi 1, ' ,,, `,1":' . Y j yi A lit-106161 ilk t - '' 4k.' II '"" Nir i__ No rrr 4. -4 z,- tr' I, p 1t4 , ., , 4 4 rr a. HIRsJCiTON ST SOUTH BEND BOARD OF ZONING APPEALS Page 2 of 3 Staff Report—BZA#0254-24 April 1, 2024 Criteria for Decision Making:Special Exception A Special Exception may only be granted upon making a written determination, based upon the evidence presented at a public hearing, that: 1) The proposed use will not be injurious to the public health, safety, comfort, community moral standards, convenience or general welfare; The proposed use should not be injurious to the public health, safety, comfort or general welfare of the community. A group residence aligns with the intent of NC districts to support a mixture of commercial uses and higher density dwelling units. 2) The proposed use will not injure or adversely affect the use of the adjacent area or property values therein; The proposed use should not injure or adversely affect the use of the adjacent area or property values. The property was formerly used as a dementia day services center, and the new use as an unlicensed residential care facility should similarly interact with the surrounding neighborhood in a low impact manner. 3) The proposed use will be consistent with the character of the district in which it is located and the land uses authorized therein; The group residence will be consistent with the character of the district and neighborhood in both use and style of construction. Colfax Avenue is a mixed use corridor and the group residence will offer multiple dwelling units in a structure that is suitable for the use. 4) The proposed use is compatible with the recommendations of the Comprehensive Plan. The petition is consistent with the City Plan, South Bend Comprehensive Plan (2006) Objective H1.1: Encourage residential developments to contain a mix of housing types, densities, price ranges, and amenities. Analysis & Recommendation Analysis: This group residence will be consistent with the character of the neighborhood in both use and style of construction. Colfax Avenue is a mixed use corridor and the group residence will offer multiple dwelling units in a structure that is suitable for the use. The group residence will meet the intent of the Comprehensive Plan by supporting a mix of housing types, densities, price ranges, and amenities. Staff Recommendation: Based on the information available prior to the public hearing, Staff recommends the Board send the Special Exception to the Common Council with a favorable recommendation. Filed in Clerk's Office APR 0 7 20211 Bianca Tirade City Clerk, Scull ii:n(l. !'.! SOUTH BEND BOARD OF ZONING APPEALS Page 3 of 3 County-City Building n`: Phone 311 inside City limits 227 W Jefferson Blvd Suite,1200 N OUTH B4,Em ail 31 l @southbendin.gov South Bend,IN 46601 r Webs ite Southbendin.gov James Mueller,Mayor W PEACE ly, N„...,......, 1865 Filed in Clerk's Office City of South Bend MA 2 0 2024 Bianca Tirado Department ofAdministration &Finance City Clerk, South Bend, IN Division ofHuman Resources March 20,2024 Sharon McBride,President City of South Bend Common Council 227 W.Jefferson Boulevard,4th Floor South Bend,Indiana 46601 RE:2024 General Fund Additional Appropriation Ordinance Dear President McBride, This additional appropriation from the General Fund will be used to pay for costs associated with the Morris Performing Arts Center Phase 2 renovation project and the construction of the Raclin Murphy Encore Center. The intent is to pay for those costs with funds on hand from the General Fund and replenish the General fund over time with revenues from the EDIT,PSCDA funds or any other legally available revenues. I will present this bill to the Common Council at the appropriate committee and Council meetings. It is requested that this bill be filed for 1"reading on March 25th,2024,and 2nd reading, public hearing and 3rd reading scheduled for April 8,2024. Thank you for your attention to this request. If you should have any questions,please feel to contact me at 574-235-9822. Regards, y ' I Kyle Willis City Controller Bill No. 21-24 Filed in Clerk's Offic;e MAR 2 0 2024BILLNO. 21-24 Bianca ORDINANCE NO.City Clerk, South Bend, IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,APPROPRIATING ADDITIONAL FUNDS OF $9,000,000 FROM THE GENERAL FUND (#101). STATEMENT OF PURPOSE AND INTENT The Common Council passed the City's 2024 operating and capital budgets via Ordinance 10971-23,passed on October 9, 2023, which included expenditures for various City operations. It is now necessary to appropriate additional funds for the purpose of the Morris Performing Arts Center Renovation Phase 2 project. NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: Section I. The following amounts are hereby appropriated in fiscal year 2024 and set apart within the following designated funds for expenditures as follows: FUND Amount General Fund (#101) 9,000,000 TOTAL 9,000,000 Section II. This ordinance shall be in full force and effect from and after its passage by the Common Council and approval of the Mayor. Sharon McBride, Common Council President Attest: Bianca Tirado, City Clerk Presented by me to the Mayor of the City of South Bend, Indiana, on the day of 2024 at o'clock_ . m. Bianca Tirado, City Clerk Approved and signed by me on the day of 2024 at o'clock . m. James Mueller, Mayor, City of South Bend, Indiana City of South Bend,Indiana Q1 2023 Budget Adjustments-Additional Appropriations increase or decrease in total fund expenditures) Budget Account z Fund Department Division Account Adjustment Capital Project 101-04-040-040 143001 General Fund Administration&Finance General City Capital Outlay-Buildings-Building Improvements 9,000,000 Rationale Funding renovation costs associated with the Morris Performing Arts Center Phase 2 renovation project. Grand Total 9,000,000 Fled CI erl s C/ieeMR20 ?024 City Ctek So trB0 end, tN County-City Building Phone 311 inside City limits 227 W Jefferson Blvd Suite,1200 N S0 iTH B.4,Email 311@southbendin.gov South Bend,IN 46601 Q t d Website Southbendin.gov James Mueller,Mayor v W y '1 PEACE Filed in Clerk's Office 865 i APR 0 2024 Bianca Tirado City of South Bend city Clerk, South Bencl, IN Department of Administration &Finance Division of Human Resources April 1,2024 Ms.Sharon McBride,President City of South Bend Common Council 227 W.Jefferson Boulevard,4th Floor South Bend,Indiana 46601 RE: APPROVING A LEASE BETWEEN THE SOUTH BEND REDEVELOPMENT AUTHORITY AND THE SOUTH BEND REDEVELOPMENT COMMISSION RELATING TO THE FOUR WINDS FIELD AT COVELESKI STADIUM PROJECT AND TAKING OTHER ACTIONS RELATED THERETO Dear President McBride, The attached proposed resolution authorizes the City to issue lease rental revenue bonds to undertake certain improvements at Four Winds Field.The proposed bonds are expected to be repaid from Professional Sports and Convention Development Area(PSCDA)tax revenues. The proposed bonds will be issued in one(1)or more series,in an amount not to exceed forty-five million dollars($50,250, 000). I will present this resolution to the Common Council at the appropriate committee and council meetings.It is requested that this bill be filed for consideration on April 8,2024.If you have any further questions or need additional information,please let me know. Thank you for your attention to this request.If you should have any questions,please feel to contact me at 574-235-9822. Regards, 6I w Kyle Willis City Controller Bill No. 24-10 Filed in Clerk's Office APR 0 2 2024 BILL NO. 24-10 City ianca Tirado RESOLUTION NO. Clerk, South Bend, IN A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, APPROVING A LEASE BETWEEN THE SOUTH BEND REDEVELOPMENT AUTHORITY AND THE SOUTH BEND REDEVELOPMENT COMMISSION RELATING TO THE FOUR WINDS FIELD AT COVELESKI STADIUM PROJECT AND TAKING OTHER ACTIONS RELATED THERETO WHEREAS, the South Bend Redevelopment Commission (the "Commission"), the governing body of the South Bend Department of Redevelopment and the Redevelopment District of the City of South Bend, Indiana (the "District"), exists and operates under the provisions of Indiana Code 36-7-14, as amended from time to time(the"Act"); and WHEREAS,the South Bend Redevelopment Authority(the"Authority")has been created pursuant to Indiana Code 36-7-14.5 as a separate body corporate and politic, and as an instrumentality of the City of South Bend, Indiana (the "City") to finance local public improvements for lease to the Commission; and WHEREAS,the City has determined to undertake certain improvements to the Four Winds Field at Coveleski Stadium (the"Stadium") consisting of enhancements to the Stadium including, without limitation, modernizing the existing stadium infrastructure, adding a full second level above the existing facility, renovating the primary seating areas and suites, adding a new 20,000 square foot, four-story club and event space building, and a new playground and splash pad with additional improvements including,without limitation,additional restrooms,additional circulation space, updated retail and concessions areas, a new improved entrance, and all projects related to the foregoing projects (collectively, the "Project") for the purpose of increasing the Stadium's capacity and providing for increased future success; and WHEREAS, the Commission has given consideration to (i) financing the cost of all or a portion of the Project; (ii) funding a debt service reserve fund, if necessary in connection with the issuance of the Bonds (defined herein); and (iii) paying costs incurred in connection with the issuance of the Bonds; and WHEREAS,the Commission has determined that it would be beneficial to the District and the City for the Commission to enter into a lease with the Authority pursuant to Section 25.2 of the Act and have the Authority issue its lease rental revenue bonds for a local public improvement pursuant to Indiana Code 36-7-14.5-19; and WHEREAS,the Project is located within the boundaries of the District and will benefit the residents of the City by providing future opportunities for new redevelopment and economic development and job creation; and WHEREAS,at a meeting held on March 28,2024,following a public hearing held pursuant to Section 25.2 of the Act, the Commission did adopt its Resolution No. 3596 (a) finding (i) that the lease rental payments (the "Lease Rentals") to be paid by the Commission to the Authority pursuant to a lease between the Commission and the Authority (the "Lease") are fair and reasonable, (ii) that the terms of the Lease are based upon the value of the leased premises which includes the real estate on which the Project will be located (the"Leased Premises"), and (iii) the use of the Leased Premises throughout the term of the Lease will serve the public purpose of the City and is in the best interests of its residents and (b) approving the Lease in the form presented at the Commission meeting for the purpose of paying the principal of and interest on the South Bend Redevelopment Authority Lease Rental Revenue Bonds of 2024 (Four Winds Field at Coveleski Stadium Project) (the "Bonds") proposed to be issued by the Authority pursuant to Indiana Code 36-7-14.5 to finance the Project; and WHEREAS, at a meeting held on March 27, 2024, the Authority did adopt Resolution No. 216 whereby the Authority (a) indicated its intent to issue the Bonds in one (1) or more series in an aggregate principal amount not to exceed Fifty Million Two Hundred Fifty Thousand Dollars 50,250,000), to finance all or a portion of(i) the costs of the Project; (ii) a debt service reserve fund, if necessary, in connection with the issuance of the Bonds; and (iii) costs incurred in connection with the issuance of the Bonds; and (b) approved the proposed form of Lease between the Authority and the Commission for the lease of the Leased Premises; and WHEREAS,the Commission reasonably expects to pay the Lease Rentals during the term of the Lease from certain Professional Sports and Convention Development Area tax revenues to be received by the City (the "PSCDA Revenues") pursuant to Indiana Code 36-7-31.3 (the PSCDA Act"); however, to assist with the marketing of the Bonds and securing competitive interest rates,the payment of the Lease Rentals also will be secured by the levy of a special benefits tax pursuant to Section 27 of the Act in the event the PSCDA Revenues are ever insufficient; and WHEREAS, the Common Council of the City (the "Common Council") deems it in the best interest of the City and its citizens and of public utility and benefit for the Commission to utilize the PSCDA Revenues to pay the lease rentals due under the Lease which lease rentals would be used to pay the principal of and interest on the Bonds; and WHEREAS,the annual rentals payable by the Commission under the Lease will be pledged by the Authority to pay the principal of and interest on the Bonds; and WHEREAS,given the use of the lease financing provisions to reduce the cost of borrowing and certain additional requirements set forth in the Act and Indiana Code 36-7-14.5 with respect to the approval by the Common Council of a financing for redevelopment or economic development purposes, the Common Council desires to (i) approve the Lease as required by Section 25.2 of the Act,which provides that any lease approved by a resolution of the Commission must be approved by the fiscal body of the City, (ii) approve the issuance of the Bonds by the Authority as required by Indiana Code 36-7-14.5-19, and (iii) approve and authorize the transfer of the interests in the Leased Premises to the Authority to permit the Authority to lease the Leased Premises to the Commission pursuant to the Lease. NOW,THEREFORE,BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION 1. The Common Council hereby approves of the issuance of the Bonds by the Authority pursuant to Indiana Code 36-7-14.5-19 and the execution and delivery of the Lease, as 2 approved by the Commission, pursuant to Section 25.2 of the Act, in order to provide for the financing of the Project, all upon the following conditions: (a) the maximum aggregate principal amount of the Bonds shall not exceed $50,250,000; (b) the Bonds shall have a final maturity date which is not later than twenty(20) years from the date of their issuance; (c) the maximum annual lease rental payment during the term of the Lease shall not exceed $4,476,000; (d) the maximum interest rate on the Bonds shall not exceed six percent (6.00%) per annum; (e) the Bonds will be subject to optional redemption prior to maturity not earlier than seven (7) years after the date of issuance of the Bonds; (f)the maximum term of the Lease shall not exceed twenty (20) years; and g) no interest on the Bonds shall be capitalized or paid from the proceeds of the Bonds. SECTION 2. The Common Council hereby finds and determines that the transfer of the Leased Premises from the City to the Authority for no consideration, in connection with the financing of the Project by the Authority and lease of the Leased Premises to the Commission pursuant to the Act, is in the best interests of the City and its citizens. The Common Council approves of the transfer of all of the City's interest to the Leased Premises to the Authority. The appropriate officers of the Board of Park Commissioners and the Mayor, Clerk, and Controller of the City are each hereby authorized to execute or attest, as the case may be, such instruments or documents and to take such other actions that may be necessary to effectuate the transfer of the Leased Premises to the Authority as authorized herein. SECTION 3. The Common Council hereby finds and determines that it is reasonable and appropriate for the Commission to utilize the PSCDA Revenues pursuant to the PSCDA Act to pay the lease rentals due under the Lease and as such, the Council agrees that it will take, or authorize the taking of, such actions as may be necessary from time to time to provide for the use of the PSCDA Revenues by the Commission to pay the lease rentals due under the Lease. Any PSCDA Revenues remaining following the payment of the lease rentals due under the Lease each year during the term of the Lease may be used for any purpose authorized under the PSCDA Act as may be approved by the Common Council from time to time. SECTION 4. This Resolution shall be in full force and effect from and after its adoption by the Common Council. Sharon L. McBride, President South Bend Common Council Attest: Bianca Tirado, City Clerk Office of the City Clerk 3 Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2024, at o'clock .m. Bianca Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2024,at o'clock m. James Mueller, Mayor City of South Bend DMS 42552216v2 4 souTh4v, Ic sz CITY OF SOUTH BEND . Filed in Clerk's OfficeY `l f.. COMMUNITY INVESTMENT mot APR 30 2024 Bianca Tirado City Clerk,South Bend, IN April 3, 2024 Council Member Troy Warner Chairperson, Community Investment Committee South Bend Common Council County-City Building, 4th Floor South Bend, Indiana 46601 RE: Declaratory Resolutions (2): Personal Property and Industrial Development Real Property Tax Abatement Petition for Steel Warehouse Company, LLC Dear Council Member Warner, Please find the enclosed information pertaining to a personal property and industrial development real property tax abatements petition submitted by Steel Warehouse Company, LLC, an Indiana Limited Liability Company. This petition package includes: Department of Community Investment's summary report Petition for abatement Statement of Benefits forms (SB-1 / Real Property and SB-1 / Personal Property) Supporting information The report contains the Department's findings relative to the above-mentioned petition. The petitioner intends to construct a new building at 2803 and 2920 Tucker Drive on Steel Warehouse's Tucker Drive campus to facilitate the installation of a new leveling line and materials handling equipment. This new line will require the construction of a 30,852 square foot building to house the equipment. The company's headquarters are located at 2722 Tucker Drive, and this address is commonly used to describe the entire campus. The total investment for this project is projected to exceed $14 million. The project meets the requirements established by Section 2-84.2 and Sections 2-82 et seq. and would respectively qualify for a five-year (5) personal property tax abatement and a six-year 6) industrial development real property tax abatement. A representative from Steel Warehouse Company, LLC, will be available to meet with the Committee on Monday, April 8, 2024. If you or other Council members have questions about the report or need additional information, please feel free to call me at (574) 235-5838. Sincerely, 1______) (4, Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 1400S County-City Building 227 W.Jefferson Blvd. South Bend,Indiana 46601 p 574.235.9371 www.southbendin.gov Bill No. 24-11 BILL NO. 24-11 RESOLUTION NO. A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 2803 Tucker Drive, South Bend, Indiana 46619 AND 2920 Tucker Drive, South Bend, Indiana 46619 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE-YEAR (5) PERSONAL PROPERTY TAX ABATEMENT FOR Steel Warehouse Company, LLC WHEREAS, a petition for personal property tax abatement consideration has been filed with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana, requesting that the area commonly known as 2803 Tucker Drive, South Bend, Indiana 46619, and 2920 Tucker Drive, South Bend, Indiana 46619, and which is more particularly described as: Business Personal Property and which has Key Numbers to be assigned, be designated as an Economic Revitalization Area under the provisions of Indiana Code 6-1.1-12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS, the area commonly known as 2803 Tucker Drive and 2920 Tucker Drive is part of the Steel Warehouse campus, which also includes the company's headquarters at 2722 Tucker Drive; and WHEREAS,the Department of Community Investment has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that the area qualifies as an Economic Revitalization Area under Indiana Code 6-1.1-12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq. and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law; and WHEREAS,the Community Investment Committee of the Common Council has reviewed said report and recommended to the Common Council that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby determines and finds pursuant to Indiana Code 6-1.1- 12.1-4.5 et seq. that: A. The estimate of the cost of the new industrial and manufacturing equipment is reasonable for equipment of that type; B. The estimate of the number of individuals who will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed installation of new industrial and manufacturing equipment; C. The estimate of the annual salaries of those individuals who will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed installation of new industrial and manufacturing equipment; D. Any other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed new industrial and manufacturing equipment; and E. The totality of benefits is sufficient to justify the deduction requested. SECTION II. The Common Council hereby determines and finds that the proposed new industrial and manufacturing equipment can be reasonably expected to yield the benefits identified in the Statement of Benefits as set forth in Sections 1 through 3 of the Petition for Personal Property Tax Abatement Consideration and that Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, are sufficient to justify the deduction granted under Indiana Code 6-1.1-12.1-4.5. SECTION III. The Common Council hereby accepts the report and recommendation of the Department of Community Investment and the Community Investment Committee's favorable recommendation that the area herein described be designated as an Economic Revitalization Area for purposes of personal property tax abatement and hereby makes such a designation. SECTION IV. The Common Council determines that such designation is for personal property tax abatement only and shall expire on December 31, 2026. SECTION V. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of five (5) years as shown below pursuant to Indiana Code 6-1.1-12.1-17. Year 1 - 100% Year 2 - 90% Year 3 - 80% Year 4 - 70% Year 5 - 60% SECTION VI. The Common Council directs the City Clerk to cause notice of the adoption of this Declaratory Resolution for Personal Property Tax Abatement to be published pursuant to Indiana Code 5-3-1, said publication providing notice of the public hearing before the Common Council on the proposed confirming of said declaration. SECTION VII. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approval by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Bianca Tirado, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2024, at o'clock .m. Bianca Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2024,at o'clock m. James Mueller, Mayor City of South Bend TAX ABATEMENT REPORT Filed Bian: 0: in erk's Office TO: South Bend Common Council 3 L024 FROM: Erik Glavich, Director, Growth and Opportunity City Clerk, SouTirath doBend, IN SUBJECT: Industrial Development Real Property Tax Abatement Petition for Steel Warehouse Company, LLC DATE: April 3, 2024 On April 3, 2024, a petition for tax abatements from Steel Warehouse Company, LLC, was filed with the Office of the City Clerk. The petition seeks consideration for an industrial development real property tax abatement for the development of a new building at 2803 and 2920 Tucker Drive in South Bend on Steel Warehouse's Tucker Drive campus. The new building will house a new leveling line and material handling equipment for the company. The petition also seeks consideration for a personal property tax abatement. Pursuant to Chapter 2, Article 6, Section 2-84.9 of the Municipal Code of the City of South Bend, the petition was referred to the Department of Community Investment for purposes of investigation and preparation of a report determining whether the area qualifies as an Economic Revitalization Area pursuant to Indiana Code 6 1.1-12.1 and all zoning requirements have been met. The Department of Community Investment has reviewed the petition, investigated the area, and makes the following report. Project Summary The petitioner will erect a 30,852 square foot building at 2722 Tucker Drive with an expected construction cost of$3,500,000. This building will be used to house a new leveling line which will require new machinery and equipment with an expected cost of$9,050,000. This cost will be split roughly evenly over 2024 and 2025. Total investment for the project is projected to exceed $14 million. The addresses of the impacted parcels are 2803 and 2920 Tucker Drive. These parcels comprise two of 11 parcels on the Steel Warehouse Tucker Drive campus. The company's headquarters are located at 2722 Tucker Drive, and the headquarters' address is commonly used when speaking about the entire campus. Employment Impact Steel Warehouse Company, LLC will retain 21 workers currently working at this location. By the end of 2027, the petitioner anticipates the project will result in an additional 11 full-time positions with an estimated total annual payroll of$566,134. Filed in Clerk's Office APR 0 3 2(2'i Tax Estimates Bianca Tirado City Clerk, South Bumf, IN Industrial Development Real Property Tax Abatement: The petitioner qualifies for a six-year(6) mixed-use development real property tax abatement. Impacted Parcels Only Taxes due in 2024 for the property: $26,531 Estimated annual taxes after the project's completion: $97,595 Total estimated taxes during the six-year(6) abatement period: $585,567 o Estimated taxes being abated during the abatement period: $213.288 o Estimated total taxes to be paid during the abatement period: $372,280 The estimates above are for the two impacted parcels only. The Steel Warehouse campus on Tucker Drive is comprised of 11 parcels, and Steel Warehouse will pay$199,203 total in real property taxes on these parcels in 2024. Entire Steel Warehouse Tucker Drive Campus Taxes due in 2024 for the property: $199,203 Estimated annual taxes after the project's completion: $270,267 Total estimated taxes during the six-year(6) abatement period: $1,621,599 o Estimated taxes being abated during the abatement period: $213.288 o Estimated total taxes to be paid during the abatement period: $1,408,311 Personal Property Tax Abatement: The petitioner qualifies for a five-year(5) personal property tax abatement. Total taxes due in 2024 for existing personal property on the property: $629,005 Estimated cumulative new personal property taxes on the equipment during the five-year 5) abatement period (does not include existing personal property taxes): $805,443 o Estimated taxes being abated during the abatement period: $558,743 o Estimated taxes to be paid during the abatement period: $246,700 2 Filed in Clerk's Office APR 0 3 2024 Bianca Tirado City Clerk, South Bond, I Abatement QualificationIN 1. A search of Common Council online records indicates that Steel Warehouse and its subsidiaries have received 22 abatements since 2000. Personal Property: 16 abatements (12 for Steel Warehouse and 4 for Lock Joint Tube, subsidiary) Real Property: 6 abatements (3 for Steel Warehouse and 3 for Lock Joint Tube) Since 2000, the 22 tax abatements received by Steel Warehouse and its subsidiaries had job-creation estimates totaling 99 to 149 jobs. The most recent abatement was approved in 2022. Confirming Resolution No. 4982-22 approved a five-year (5) personal property tax abatement for$3.7 million in equipment to expand the company's cold reducing mill operations. 2. The property is properly zoned for the proposed project. 3. Taxes on the property have been paid in full. 4. A review of the South Bend Redevelopment designation areas finds that the property is in the River West Development Area. 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for a six-year (6) industrial development real property tax abatement under Division 7 (Industrial Development Real Property Tax Abatement), Section 2-82 Industrial development city-wide general standards). The petitioner also meets the qualifications for a five-year (5) personal property tax abatement under Division 10 (Personal Property Tax Abatement), Section 2-84.2 Tangible personal property tax abatement). 3 6-Year Abatement April 2,2024 Steel Warehouse Company, LLC South Bend Portage Township Commerical Development Real Property Tax Abatement Schedule* Type of Property: Industrial Estimated Project Cost: $ 3,500,000 Addition Property Address: 2722 Tucker Drive Tax Key Number: 71-08-15-151-002.000-026&71-08-15-151-003.000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Assessed Value(AV) Land 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 Structure(Current AV+60%Project Cost) 684,000 2,784,000 2,784,000 2,784,000 2,784,000 2,784,000 2,784,000 2,784,000 Gross Assessed Value 784,000 2,884,000 2,884,000 2,884,000 2,884,000 2,884,000 2,884,000 2,884,000 Abatement 100% 90% 80% 70% 60% 50% Abatement Deduction 2,100,000) (1,890,000) (1,680,000) (1,470,000) (1,260,000) (1,050,000) Net Assessed Value 784,000 2,884,000 784,000 994,000 1,204,000 1,414,000 1,624,000 1,834,000 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) 41,982 154,432 41,982 53,227 64,472 75,717 86,962 98,207 Local Tax Credit(12.3682%of GT-DS) 4,820) (17,731) (4,820) (6,111) (7,402) (8,693) (9,984) (11,275) Circuit Breaker Credit 10,631) (39,107) Taxes Due 26,531 $ 97,595 $ 37,162 $ 47,116 $ 57,070 $ 67,024 $ 76,978 $ 86,932 3% 3% 3% 3% 3% 3% 3% 3% Circuit Breaker Cap 23,520 86,520 86,520 86,520 86,520 86,520 86,520 86,520 Debt Service(0.3840%of Net AV) 3,011 11,075 3,011 3,817 4,623 5,430 6,236 7,043 Max Tax Under the Cap 26,531 97,595 89,531 90,337 91,143 91.950 92,756 93,563 Current Taxes New Combined Net Taxes Tl Year Abatement Due Projected Tax NewCurrTaxesent& Taxes Abated Paid Q 1 100% $ 26,531 $ 71,064 $ 97,595 $ (60,433) $ 37,162 c0-D CO. 2 90% 26,531 71,064 97,595 (50,479) 47,116 3-W = 3 80% 26,531 71,064 97,595 (40,525) 57,070 n 0C 0 4 70% 26,531 71,064 97,595 (30,571) 67,024 0 (J.: CD 5 60% 26,531 71,064 97,595 (20,617) 76,978 z _{ 6 50% 26,531 71,064 97,595 (10,663) 86,932 IIt p Uj Total: 159,183 426,384 585,567 (213,288) 372,280 a p -w• O This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2023 Payable 2024. Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. F City of South Bend z CAD 5-Year Abatement April 2,2024 Steel Warehouse Company, LLC South Bend Portage Township Personal Property Tax Abatement Schedule* Estimated Equipment Cost: $ 9,050,000 Asset Pool: Pool#4(13 years and longer) Property Address: 2722 Tucker Drive Tax Key Number: 71-08-15-151-002.000-026&71-08-15-151-003.000-026 Year 1 Year 2 Year 3 Year 4 Year 5 Assessed Value(AV) True Tax Value(TTV) 40% 60% 63% 54% 46% New Base(Equipment Cost x TTV) 3,620,000 5,430,000 5,701,500 4,887,000 4,163,000 Abatement 100% 90% 80% 70% 60% Abatement Deduction 3,620,000) (4,887,000) (4,561,200) (3,420,900) (2,497,800) Net Assessed Value 543,000 1,140,300 1,466,100 1,665,200 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) 29,077 61,061 78,507 89,168 Debt Service(0.3840%of Net AV) 2,085 4,379 5,630 6,394 Local Tax Credit(12.3682%of GT-DS) 3,338)7,011)9,014) (10,238) Circuit Breaker Credit Taxes Due 27,823 $ 58,429 $ 75,123 $ 85,325 Circuit Breaker Cap 3% 3% 3% 3% 3% 108,600 162,900 171,045 146,610 124,890 Year Abatement New Projected Net Taxes Taxes Abated Tax Paid 1 100% $ 122,501 $ (122,501) $ 2 90% 183,751 (155,928)27,823 3 80% _ 192,939 (134,510)58,429 4 70% 165,376 90,253)75,123 5 60% 140,876 55,551)85,325 Years 1-5 Total: 805,443 (558,743) 246,700 Years 6-10 Total: 456,315 456,315 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2023 Payable 2024. The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. yo,-,: II\ 't Department of Community Investment s ! r;' City of South Bend Filed in Clerk's Office APR 0 3 2024 Bianca Tiracd(l City Clerk, South CIAO, IN Filed in Clerk's Office APR 0 3 2024 Bjanra Tirado City of South Bend Instructions:Complete pages 1-3 City C Outh Bend, IN AND the proper Form 5B-1 for Petition for Incentives y., the type of abatement(real property or personal property) Petition must include a$250 filing fee payable to the for which you are applying. City of South Bend"before processing can be complete General Information Project Name I I Project Number Legal name as registered with Secretary of State Steel Warehouse Company, LLC Business structure Limited Liability Company Company website Proposed Project Information Proposed project address 2722 W Tucker Drive Parent company name Lerman Holding Co. Inc. City,State,Zip South Bend, IN 46619 Legal owner Site acreage or acreage required Is the real estate owned or leased? Owned Square feet of fadlity 30,852 If leased,by whom? Primary Contact Information Primary company contact name Gerald F Lehman Title President Address of company contact 2722 Vt/Tucker Drive Phone 574-236-5100 City,State,Zip t South Bend, IN 46619 Email gerryl@steelwarehouse.net Senior Official Information Company senior official name Randy Parsons Title General Manager- North Division Address of company contact Phone If different from above) 574-236-5100 City,State,Zip f Email randyp©steelwarehouse.net Consultant Information/Agent Hired business consultant/agent name Consultant release?(Y/N) Address Local economlcdevelopment partners approval?(Y/N) City,State,Zip Email Project Overview Brief description of your company,project,and why the This project involves an investment of over$14 million to replace older property Isnecessaryfor leveling technology with state of the art equipment, together with erection of economic growth a 30,852 square foot building to house the new equipment, and new material handling equipment to service the new leveling line. It is believed that the Project, when completed, will make the taxpayer among the most competitive producers/processors in the industry, through its improvements in both quality and productivity. The taxpayer expects that this will, in turn create new opportunities to significantly expand its South Bend business and operation, resulting in greater employment at every level, including machine operators, support personnel, engineering and technical services, material handling, sales, clerical functions and supervisors. Certified Technology Park appropriate Is the project in a Tax Incremental Financing rIF)area? if so,which? Have Building Permits been Issued?(Y/N) Number of residential unit seated by I0Note-Not eligible for abatement if Yes! N protect IIf this is a petition for personal property tax abatement,has the equipment been installed?N iInvestment Details Public Infrastructure needs I Has any SO4 funding been What Is the value of any equipment being purchased In What Is the value of any equipment being Off-site of project In dollars) received? Indiana for the project? purchased from out of state for the project? No , 50,000.00 9 million Filed in Clerk's Office APR 0 3 2024 Blc fl( Tif;<jO New Project Investments Llty clerk, UU(h 3uji.J IN Calendar Year 2023 2024 2025 2026 2027 2028 2029 2030 Land Acquisition Building Lease Payments Building Purchase Costs New Building Construction Foisting Building improvements New Machinery&Equipment Spedal Tooling/Retooling New Furniture/Fixtures New Computer/fi Hardware New Software On-site Rail Infrastructure On-site Fiber infrastructure TOTAL 0.00 s a o00.uo0 00 $4 550.000.00 $0.00 $0.00 $0.00 0.00 $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year lobs retained Hourly Cumulative i of net NEW full time Hourly averaae wage,w/o Total training Total It to be eves a permanent Jobs created at project benefits or bonuses,of expenditure- trained-not wage.w o benefits or cumulative net new Jobs not cumulative bonuses cumulative 2024 2 h 23 82 60.900 8 2025 0 0.00 2026 5 24.88 3,600 2 2027 6 24.63 3,600 2 2028 2029 2030 2031 2032 2033 2034 2035 Provide hourly wage Information for new employees in the following positions. Full time Part time laborers 22.78 Technical 24.85 Managerial 29.00 Administrative 23.48 Who will be the individual responsible for coordinating 1withWorkOneonrecruiting? Does your company have an EEO hiring policy? Yes Are you an EEO employer? Yes Please list the number of full time and part time minority and/or female Please describe your commitment to employees for the following years: diversity and Inclusion by detailing your outreach and recruitment efforts for the last year 2024 2023 2022 three years as well as current policies. Full Time Part Time Full Time Part Time Full Time Part Time Black 79 79 77 Hispanic 56 56 55 Asian 0 0 0 Indian 1 1 1 Female 75 75 72 Other Filed in Clerk's C`ri;:-9 APR 0 3 2024 Bianca Tirado City Clerk, South Bend, IN Complete the table below for Real Property Tax Abatement only. Sign at the bottom for all requested incentives(real AND personal property).*** Public Benefit Item: Information is required on both the construction companies and the companies which will provide materials purchased for this project. Please complete the table below with the appropriate information. If Qualify Earned Points Available Points Yes or No) -- you qualify for the points,please enter the full amount of available points. I I Construction Related(Contractorsl. A. Employ Local Companies(75%) No 20 B. Purchase Materials from Local Companies(75%) Yes 20 20 C. Require Employees vs.Independent Contractors No 19 D. Require Prevailing Wage No 22 E. Require Health Benefits No 22 F. Require Retirement Benefits No 18 G. Maintain Affirmative Action Plan No 20 Sub-total Construction Related: 20 141 2 Wage&Benefit Related jOwner); A. Pay Target Wage Levels Yes 33 33 B. Provide Health Benefits Yes 34 34 C. Provide Retirement Benefits Yes 29 29 D. Provide Training Yes 28 28 E. Provide Child Care No 15 Provide Transportation Assistance No I 14 G. Provide EmployerAssisted Housing program I No 9 Sub-total Wage&Benefit Related: 124 162 3 Workforce Related: A. Create New Jobs No 42 B. Retain Existing Jobs Yes 41 41 Maintain Affirmative Action Plan No 35 D. Provide Targeted Hiring Preference No 34 Sub-total Workforce Related: 41 152 Support a Municipal Facility: Support a SB Municipal Facility(donations to the A. zoo,conservatory,museum,etc.) Yes 84 84 Name of Facility Logan Community Center and Studebaker Nat'l Museum J5ub-total Municipal Facility: 64 84 Sub-total from Above: 269 539 The undersigned owner(s)of real property,located within the City of South Bend,herby petition the Common Council of the City of South Bend for a real and/or personal property tax abatement consideration and pursuant to I.C.,6-1.1-12.1-1,et seq.,and South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above. Submitted By: 6,,,,1 F J.s-- Date: Ap.,13, 7.6 !H Filed in Clerk's Orrice APR 0 3 2024 Bianca Tiraiio City Clerk, SoLitil But id, IN For Staff Use Only Below This Line What Is the current assessed value?Real Property: I 684,000 Personal Property: What is the projected assessed value? (Real Property: I 2,100,000 Personal Property What is the tax key number(s)for this project? 71-08-15-151-002.000.026&71-08-15-151-003.000-026 What Is the six digit NAICS code? 423519 Please attach a Google map and street view of the location. Please list the amount of real and personal property taxes Real Property Taxes: Personal Property Taxes: paid for the last five years when applicable. Tax Year 2022/Pay 2023 26,143.68 633,449,44 Tax Year 2021/Pay 2022 24,873.20 617,425.80 Tax Pear 2020/Pay 2021 I $24,868.80 604,422.80 Tax Year 2019/Pay 2020 21,945.00 474,139.50 Tax Year 2018/Pay 2019 24,810.80 502,353.02 Please fill out the fdlowing Public Benefit Summary Information and add to total from above. y or N 1 Points I Points Public Benefit Item: Project Related: 5 A. (Redevelop a Site that has Special Needs N I 49 Develop Based on Local University Research N 15 C. Achieve a Physical Element of a Plan N 36 Sub-total Project Related: 12C 6 Super Size Projects jpolnt values are cumulativej_ A. 100%to 199% V 25 25 B. 200%to 299% N 68 68 C. 300%to 399% N 65 65 D. 400%and Over N 52 Sub-total Super Size Projects: 210 7 Pay for Munldpal Infrastructure: A. Pay for Oversizing or Upgrading N 14 B. Pay for 26-50%of Extension Cost N 26 Pay for 51-75%of Extension Cost N 39 D. Pay for 76-100%of Extension Cost N I 52 ISub-total Infrastructure Related:131 Total from Applicant Section: 269 539 Total from Staff Section: 158 461 Total Public Benefit Points: 27 1000 E .. STATEMENT OF BENEFITS FARM SB-1 /PP PERSONAL PROPERTY t Slate Form 51 764(R5 1 1-21 i PRIVACY NOTICE I Prescribed by the Department of Local Government Finance Any information concerning the cost of the properly and specific salaries paid to individual employees by the property owner Is confidential per IC 8-1.1-12.1-5.1. INSTRUCTIONS. 1 This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise this statement must be submitted to the designating body BEFORE a person installs the new manufacturing equipment and/or research and development equipment,and/or logistical distnbution equipment and/or information technology equipment for which the person wishes to claim a deduction 2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the installation of qualifying abatable equipment for which the person desires to claim a deduction 3 To obtain a deduction,a person must file a certified deduction schedule with the person's personal property return on a certified deduction schedule Form 103-ERA)with the township assessor of the township where the property is situated or with the county assessor if there is no township assessor for the township. The 103-ERA must be filed between January 1 and May 15 of the assessment year in which new manufacturing equipment and/or research and development equipment and/or logistical distribution equipment and/or information technology equipment is installed and fully functional.unless a filing. extension has been obtained. A person who obtains a filing extension must file the form between January 1 and the extended due date of that year 4. Property owners whose Statement of Benefits was approved,must submit Form CF-1/PP annually to show compliance with the Statement of Benefits. IC 6-1.1-12.1-5.6) 5_ For a Form SB-1/PP that is approved after June 30.2013,the designating body is required to establish an abatement schedule for each deduction allowed. For a Form SB-1/PP that is approved pnor to July 1.2013,the abatement schedule approved by the designating body remains in effect. (IC 6-1.1-12.1-17) SECTION 1 TAXPAYER INFORMATION Name of taxpayer Name of contact nelson Steel Warehouse Company LLC First Name Gerald Last Name:Lerman Address of taxpayer Number and ^: Lily o.ate ZIP Telephone number Email 272 Tucker Drive South Bend IN 46619 (574)236-5100 gerryl@steelwaretiouse.net SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number(s) Common Council of the City of South Bend Location of property Number and Street City State 7IP County DLGF taxing district number 2722 Tucker Drive South Bend IN 46619 St. Joseph 026(South Bend-Portage) Description of manufacturing equipment and/or research and development equipment ESTIMATED and/or logistical distribution equipment and/or information technology equipment. START DATE COMPLETION DATE Use additional sheets if necessary) Heavy gauge corrective leveling cut-to-length line for flat Manufacturing Equipment 5/1/2024 6/1/2025 rolled steel. R&D Equipment Logist Dist Equipment IT Equipment SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT CJrren'Number Salaries Number Retained Salaries Number Additional Salaries 575 34,705,260 21 1,000,440 11 566,134 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT MANUFACTURING R&D EQUIPMENT LOGIST DIST IT EQUIPMENT NOTE:Pursuant to IC 6-1.1-12.1-5.1 (d)(2)the EQUIPMENT EQUIPMENT COST of the property is confidential. COST ASSESSED COST ASSESSED COST ASSESSED COST ASSESSED VALUE VALUE VALUE VALUE Current values 5 61,957,000 $11,788,554 Plus estimated values of proposed project 9,050.000 $9,050,000 Less values of any property being replaced 100.000 $500,000 Net estimated values upon completion of project $70,907,000 $20,338,554 $0 0 0 0 S 0 0 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY UtE TAXPAYER Estimated solid waste converted(pounds) i Estimated hazaraous waste converted(pounds) Other benefits: SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true Signature of authorized representative Date signed(month.day,year) a J( f c t,w..... 4/2/2024 Printed name of authorized representative Title Gerald F. Lerman Vice President Page 1 of 2 FOR USE OF THE DESIGNATING BODY We have reviewed our prior actions relating to the designation of this economic revitalization area and find that the applicant meets the general standards adopted in the resolution previously approved by this body. Said resolution, passed under IC 6-1.1-12.1-2.5, provides for the following limitations as authorized under IC 6-1.1-12.1-2. A.The designated area has been limited to a period of time not to exceed N/A calendar years'(see below). The date this designation expires is 12/31/2026 NOTE:This question addresses whether the resolution contains an expiration date for the designated area. 8. The type of deduction that is allowed in the designated area is limited to. 1 . Installation of new manufacturing equipment; Yes 0 N o 0 Enhanced Abatement per IC 6-1.1-12.1-18 2. Installation of new research and development equipment; Yes N o Check box if an enhanced abatement was approved for one or more of these types. 3. Installation of new logistical distribution equipment. Yes El N o 4. Installation of new information technology equipment;Yes L No C.The amount of deduction applicable to new manufacturing equipment is limited to$ NIA cost with an assessed value of N/A One or both lines may be filled out to establish a limit.if desired.) D.The amount of deduction applicable to new research and development equipment is limited to$ N/A cost with an assessed value of N/A One or both lines may be filled out to establish a limit,if desired.) E. The amount of deduction applicable to new logistical distribution equipment is limited to$ N/A cost with an assessed value of N/A One or both lines may be filled out to establish a limit,if desired) F. The amount of deduction applicable to new information technology equipment is limited to$ N/A cost with an assessed value of N/A One or both lines may be filled out to establish a limit,if desired.) G. Other limitations or conditions(specify) N/A H. The deduction for new manufacturing equipment and/or new research and development equipment and/or new logistical distribution equipment and/or new information technology equipment installed and first claimed eligible for deduction is allowed for: 0 Year 1 0 Year 2 0 Year 3 0 Year 4 Q Year 5 Enhanced Abatement per IC 6-1.1-12.1-18 Number of years approved: Year 6 0 Year 7 Year 8 Year 9 Year 10 Enter one to twenty(1-20)years:may not exceed twenty(20)years.) I. For a Statement of Benefits approved after June 30.2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? Yes No If yes,attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. Also we have reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved by:(signature and tide of authorized member of designating body) Telephone number Date signed(month.day,year) Printed name of authorized member of designating body Name of designating body Common Council of the City of South Bend,Indiana Attested by:(signature and title of attester) Printed name of attester If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17. IC 6-1.1-12.1-17 Abatement schedules Sec.17. (a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created. 3) The average wage of the new employees compared to the state minimum wage. 4) The infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction.Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits, Page 2of2 Aerial Views if_ semaa- 11,,_ 3 P i. plilli1127/ I , lillitilllip,-kraioN11111111rdoix. N> h,/ iNI__FL 11 1 CO I AIIPM1 Ali* Cn 1l t4 1, li rx ,„^7,1, r y Almit °-°_._- i;_ N.' : z 7. j v.';1 r- , -1Z *,45:4.: 04,,... t Steel Warehouse Campus py 2722 Tucker Drive 1,- rr. r 11 y.. 1i 3 • L. Ty' MtI • k 4AI/ io` td i-stir> w_s.',:- F :L.,. ` •-- ._ **I ._- Mc .-ri--._ i P trrq '..' — i. e ' ik d4 Impacted f , I Parcels Va1303GG CU 7 CO Ver.133217®Q 1 C .i F i f_ jj i I/ 1; 1 x1=Tl;:. litlll"J,•s t i L4-` ,, ' ,;,j` 1 1 1t-" i 1,- i 21:'L\ 11 lt /- \ r.—+% ate. G';,1 NSriin.>a m'.°" 1 .__ a ' t l i..., New Building 1 t r ti 1'..j 1. t „N, ,o.WM t_I / r i a ;' n cD 1 k;} 1ra gi*r-,t 1 3;H iea-rr:;.xc3vY.::1 w... 1:•Yiasa.nr.*, c.,-' (ii Filed in Clerk's Office st CITY OF SOUTH BEND APR 0 3 2024 EACE ,. COMMUNITY INVESTMENT Bianca Tirado City Clerk, South Bend, IN April 3, 2024 Council Member Troy Warner Chairperson, Community Investment Committee South Bend Common Council County-City Building, 4th Floor South Bend, Indiana 46601 RE: Declaratory Resolutions j2): Personal Property and Industrial Development Real Property Tax Abatement Petition for Steel Warehouse Company, LLC Dear Council Member Warner, Please find the enclosed information pertaining to a personal property and industrial development real property tax abatements petition submitted by Steel Warehouse Company, LLC, an Indiana Limited Liability Company. This petition package includes: Department of Community Investment's summary report Petition for abatement Statement of Benefits forms (SB-1 / Real Property and SB-1 / Personal Property) Supporting information The report contains the Department's findings relative to the above-mentioned petition. The petitioner intends to construct a new building at 2803 and 2920 Tucker Drive on Steel Warehouse's Tucker Drive campus to facilitate the installation of a new leveling line and materials handling equipment. This new line will require the construction of a 30,852 square foot building to house the equipment. The company's headquarters are located at 2722 Tucker Drive, and this address is commonly used to describe the entire campus. The total investment for this project is projected to exceed $14 million. The project meets the requirements established by Section 2-84.2 and Sections 2-82 et seq. and would respectively qualify for a five-year (5) personal property tax abatement and a six-year 6) industrial development real property tax abatement. A representative from Steel Warehouse Company, LLC, will be available to meet with the Committee on Monday, April 8, 2024. If you or other Council members have questions about the report or need additional information, please feel free to call me at (574) 235-5838. Sincerely,) 7) 4. Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 1400S County-City Building 227 W.Jefferson Blvd. South Bend.Indiana 46601 p 574.235.9371 www.southbendin.gov Bill No. 24-12 BILL NO. 24-12 RESOLUTION NO. A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 2803 Tucker Drive, South Bend, Indiana 46619 AND 2920 Tucker Drive, South Bend, Indiana 46619 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A SIX-YEAR (6) REAL PROPERTY TAX ABATEMENT FOR Steel Warehouse Company, LLC WHEREAS, a petition for real property tax abatement consideration has been filed with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana, requesting that the area described as: Key Number: 71-08-15-151-002.000-026 Local Parcel Number: 018-8075-284403 Commonly Known As: 2803 Tucker Drive Legal Description: 535 Ft E& W X 324.25 Ft N& S Beg 260 Ft S Of N E Cor S WNW Sec 15-3 7-2e & S 1/2 Vac Tucker Dr N&Adj Cont 4.228 Ac +- Key Number: 71-08-15-151-003.000-026 Local Parcel Number: 018-8075-284406 Commonly Known As: 2920 Tucker Drive Legal Description: Beg 580.64 Ft So Ne Cor Sw1/4 Nw1/4 Sec 15-37- 2e Also 79.3'E& W By 172'N& S Sw Cor Sw1/4 Nw1/4 Cont 5.112 Ac +- & S 1/2 Vac Tucker St N& Adj be designated as an Economic Revitalization Area under the provisions of Indiana Code 6-1.1- 12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS, petitioner and owners of the area are common entities; and WHEREAS, the area commonly known as 2803 Tucker Drive and 2920 Tucker Drive is part of the Steel Warehouse campus, which also includes the company's headquarters at 2722 Tucker Drive; and WHEREAS,petitioner has agreed to and has accepted responsibility to report any changes in the Key Numbers and legal descriptions to the Department of Community Investment and to the Office of the City Clerk; and WHEREAS,the Department of Community Investment has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that the area qualifies as an Economic Revitalization Area under Indiana Code 6-1.1-12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq., and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law; and WHEREAS,the Community Investment Committee of the Common Council has reviewed said report and recommended to the Common Council that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby determines and finds that the Petition for Real Property Tax Abatement and the Statement of Benefits form completed by the Petitioner meet the requirements of Indiana Code 6-1.1-12.1 et seq. for tax abatement. SECTION II. The Common Council hereby determines and finds the following: A. That the description of the proposed redevelopment or rehabilitation meets the applicable standards for such development; B. That the estimate of the value of the redevelopment or rehabilitation is reasonable for projects of this nature; C. That the estimate of the number of individuals who will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed described redevelopment or rehabilitation; D. That the estimate of the annual salaries of those individuals who will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed redevelopment or rehabilitation; E. That the other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed described redevelopment or rehabilitation; and F. That the totality of benefits is sufficient to justify the requested deduction, all of which satisfy the requirements of Indiana Code 6-1.1-12.1-3. SECTION III. The Common Council hereby determines and finds that the proposed described redevelopment or rehabilitation can be reasonably expected to yield benefits identified in the Statement of Benefits, Sections 1 through 3 of the Petition for Real Property Tax Abatement Consideration and the Memorandum of Agreement between the Petitioner and the City of South Bend, and that the Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, is sufficient to justify the deduction granted under Indiana Code 6-1.1-12.1-3. SECTION IV. The Common Council hereby accepts the report and recommendation of the Community Investment Committee that the area herein described be designated as an Economic Revitalization Area and hereby adopts a Resolution designating the area as an Economic Revitalization Area for purposes of real property tax abatement. SECTION V. The designation as an Economic Revitalization Area shall expire on December 31, 2026. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of six(6)years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17. Year 1 - 100% Year 2 - 90% Year 3 - 80% Year 4 - 70% Year 5 - 60% Year 6 - 50% SECTION VII. The Common Council directs the City Clerk to cause notice of the adoption of this Declaratory Resolution for Real Property Tax Abatement to be published pursuant to Indiana Code 5-3-1 and Indiana Code 6-1.1-12.1-2.5, said publication providing notice of the public hearing before the Common Council on the proposed confirming of said declaration. SECTION VIII. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approval by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Bianca Tirado, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2024, at o'clock .m. Bianca Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2024,at o'clock m. James Mueller, Mayor City of South Bend TAX ABATEMENT REPORT Filed in Clerk's Office TO: South Bend Common Council APR 0 3 2024 FROM: Erik Glavich, Director, Growth and Opportunity Bianca Tirado City Clerk, South Bend, IN SUBJECT: Industrial Development Real Property Tax Abatement Petition for Steel Warehouse Company, LLC DATE: April 3, 2024 On April 3, 2024, a petition for tax abatements from Steel Warehouse Company, LLC,was filed with the Office of the City Clerk. The petition seeks consideration for an industrial development real property tax abatement for the development of a new building at 2803 and 2920 Tucker Drive in South Bend on Steel Warehouse's Tucker Drive campus. The new building will house a new leveling line and material handling equipment for the company. The petition also seeks consideration for a personal property tax abatement. Pursuant to Chapter 2, Article 6, Section 2-84.9 of the Municipal Code of the City of South Bend, the petition was referred to the Department of Community Investment for purposes of investigation and preparation of a report determining whether the area qualifies as an Economic Revitalization Area pursuant to Indiana Code 6 1.1-12.1 and all zoning requirements have been met. The Department of Community Investment has reviewed the petition, investigated the area, and makes the following report. Project Summary The petitioner will erect a 30,852 square foot building at 2722 Tucker Drive with an expected construction cost of$3,500,000. This building will be used to house a new leveling line which will require new machinery and equipment with an expected cost of$9,050,000. This cost will be split roughly evenly over 2024 and 2025. Total investment for the project is projected to exceed $14 million. The addresses of the impacted parcels are 2803 and 2920 Tucker Drive. These parcels comprise two of 11 parcels on the Steel Warehouse Tucker Drive campus. The company's headquarters are located at 2722 Tucker Drive, and the headquarters' address is commonly used when speaking about the entire campus. Employment Impact Steel Warehouse Company, LLC will retain 21 workers currently working at this location. By the end of 2027, the petitioner anticipates the project will result in an additional 11 full-time positions with an estimated total annual payroll of$566,134. Filed in Clerk's Office APR 0 3 2024 Bianca Tirado Tax Estimates City Clerk, South Bend, IN Industrial Development Real Property Tax Abatement: The petitioner qualifies for a six-year (6) mixed-use development real property tax abatement. Impacted Parcels Only Taxes due in 2024 for the property: $26,531 Estimated annual taxes after the project's completion: $97,595 Total estimated taxes during the six-year(6) abatement period: $585,567 o Estimated taxes being abated during the abatement period: $213.288 o Estimated total taxes to be paid during the abatement period: $372,280 The estimates above are for the two impacted parcels only. The Steel Warehouse campus on Tucker Drive is comprised of 11 parcels, and Steel Warehouse will pay $199,203 total in real property taxes on these parcels in 2024. Entire Steel Warehouse Tucker Drive Campus Taxes due in 2024 for the property: $199,203 Estimated annual taxes after the project's completion: $270,267 Total estimated taxes during the six-year (6) abatement period: $1,621,599 o Estimated taxes being abated during the abatement period: $213.288 o Estimated total taxes to be paid during the abatement period: $1,408,311 Personal Property Tax Abatement: The petitioner qualifies for a five-year(5) personal property tax abatement. Total taxes due in 2024 for existing personal property on the property: $629,005 Estimated cumulative new personal property taxes on the equipment during the five-year 5) abatement period (does not include existing personal property taxes): $805,443 o Estimated taxes being abated during the abatement period: $558,743 o Estimated taxes to be paid during the abatement period: $246,700 2 Abatement Qualification 1. A search of Common Council online records indicates that Steel Warehouse and its subsidiaries have received 22 abatements since 2000. Personal Property: 16 abatements (12 for Steel Warehouse and 4 for Lock Joint Tube, subsidiary) Real Property: 6 abatements (3 for Steel Warehouse and 3 for Lock Joint Tube) Since 2000, the 22 tax abatements received by Steel Warehouse and its subsidiaries had job-creation estimates totaling 99 to 149 jobs. The most recent abatement was approved in 2022. Confirming Resolution No. 4982-22 approved a five-year(5) personal property tax abatement for$3.7 million in equipment to expand the company's cold reducing mill operations. 2. The property is properly zoned for the proposed project. 3. Taxes on the property have been paid in full. 4. A review of the South Bend Redevelopment designation areas finds that the property is in the River West Development Area. 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for a six-year(6) industrial development real property tax abatement under Division 7 (Industrial Development Real Property Tax Abatement), Section 2-82 Industrial development city-wide general standards). The petitioner also meets the qualifications for a five-year(5) personal property tax abatement under Division 10 (Personal Property Tax Abatement), Section 2-84.2 Tangible personal property tax abatement). Filed in Clerk's Office APR 0 3 2024 Bianca Tirade City Clerk, South Bun IN 3 6-Year Abatement April 2,2024 Steel Warehouse Company, LLC South Bend Portage Township Commerical Development Real Property Tax Abatement Schedule* Type of Property: Industrial Estimated Project Cost: $ 3,500,000 Addition Property Address: 2722 Tucker Drive Tax Key Number: 71-08-15-151-002.000-026&71-08-15-151-003.000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Assessed Value(AV) Land 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 Structure(Current AV+60%Project Cost) 684,000 2,784,000 2,784,000 2,784,000 2,784,000 2,784,000 2,784,000 2,784,000 Gross Assessed Value 784,000 2,884,000 2,884,000 2,884,000 2,884,000 2,884,000 2,884,000 2,884,000 Abatement 100% 90% 80% 70% 60% 50% Abatement Deduction 2,100,000) (1,890,000) (1,680,000) (1,470,000) (1,260,000) (1,050,000) Net Assessed Value 784,000 2,884,000 784,000 994,000 1,204,000 1,414,000 1,624,000 1,834,000 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) 41,982 154,432 41,982 53,227 64,472 75,717 86,962 98,207 Local Tax Credit(12.3682%of GT-DS) 4,820) (17,731) (4,820) (6,111) (7,402) (8,693) (9,984) (11,275) Circuit Breaker Credit 10,631) (39,107) Taxes Due 26,531 $ 97,595 $ 37,162 $ 47,116 $ 57,070 $ 67,024 $ 76,978 $ 86,932 3% 3% 3% 3% 3% 3% 3% 3% Circuit Breaker Cap 23,520 86,520 86,520 86,520 86,520 86,520 86,520 86,520 Debt Service(0.3840%of Net AV) 3,011 11,075 3,011 3,817 4,623 5,430 6,236 7,043 Max Tax Under the Cap 26,531 97,595 89,531 90,337 91,143 91,950 92,756 93,563 Current Taxes New Combined Net Taxes Year Abatement Due Projected Tax Current& Taxes Abated Paid CD New Taxes n a 1 100% $ 26,531 $ 71,064 $ 97,595 $ (60,433) $ 37,162 N 03 ro -- 2 90% 26,531 71,064 97,595 (50,479) 47,116 A-co 3 80% 26,531 71,064 97,595 (40,525) 57,070 n 0 p 0 4 70% 26,531 71,064 97,595 (30,571) 67,024 0 5 60% 26,531 '''-‘71,064 97,595 (U,B17) 76,978 7- 6 50% 26,531 71,064 97,595 (10,663) 86,932 y o Total: 159,183 426,384 585,567 (213,288) 372,280 7 C C 0 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2023 Payable 2024. Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. City of South Bend Z o 5-Year Abatement April 2,2024 Steel Warehouse Company, LLC South Bend Portage Township Personal Property Tax Abatement Schedule* Estimated Equipment Cost: $ 9,050,000 Asset Pool: Pool#4(13 years and longer) Property Address: 2722 Tucker Drive Tax Key Number: 71-08-15-151-002.000-026&71-08-15-151-003.000-026 Year 1 Year 2 Year 3 Year 4 Year 5 Assessed Value(AV) True Tax Value(TTV) 40% 60% 63% 54% 46% New Base(Equipment Cost x TTV) 3,620,000 5,430,000 5,701,500 4,887,000 4,163,000 Abatement 100% 90% 80% 70% 60% Abatement Deduction 3,620,000) (4,887,000) (4,561,200) (3,420,900) (2,497,800) Net Assessed Value 543,000 1,140,300 1,466,100 1,665,200 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) 29,077 61,061 78,507 89,168 Debt Service(0.3840%of Net AV) 2,085 4,379 5,630 6,394 Local Tax Credit(12.3682%of GT-DS) 3,338)7,011)9,014) (10,238) Circuit Breaker Credit Taxes Due 27,823 $ 58,429 $ 75,123 $ 85,325 Circuit Breaker Cap 3% 3% 3% 3% 3% 108,600 162,900 171,045 146,610 124,890 Year Abatement New ProjectedTa Taxes Abated Net Taxes 1 100% $ 122,501 $ (122,501) $ 2 90% 183,751 (155,928)27,823 3 80% 192,939 (134,510)58,429 4 70% 165,376 90,253)75,123 5 60% 140,876 55,551)85,325 Years 1-5 Total: 805,443 (558,743) 246,700 Years 6-10 Total: 456,315 456,315 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2023 Payable 2024. The true tax values will ultimately be determined by the actual assessed valuation and the then current tax r'S''''''AiN i'Es Ilk II Department of Community Investment a ra City of South Bend Filed in Clerk's Office APR 0 3 2021t Bianca Tirado City Clerk, South Bend, IN Filed in Clerk's Office APR 0 3 202/f City of South Bend Instructions:Completepagesl-3 Bi ado AND the proper FormSB-1fdL,lty CI r rBend, IN Petition for Incentives the type of abatement(real j property or personal property) 1ttt Petition must Include a$250 filing fee payable to the for which you are applying. City of South Bend"before processing con be complete General Information Project Name I I Project Number Legal name as registered with Secretary of State Steel Warehouse Company, LLC Business structure Limited Liability Company Company webslte 1 Proposed Project Information Proposed project address 2722 W Tucker Drive Parent company name Lerman Holding Co. Inc. City,State,Zip South Bend, IN 46619 Legal owner Site acreage or acreage required Is the real estate owned or leased? Owned Square feet of facility 30,852 If leased,by whom? Primary Contact Information Primary company contact name Gerald F Lehman This Vice President Address of company contact 2722 W Tucker Drive Phone 574-236-5100 City,State,Zip South Bend, IN 46619 Email gerryl@steelwarehouse.net Senior Official Information Company senior official name Randy Parsons Title General Manager-North Division Address of company contact Phone If different from above) 574-236-5100 City,State,Zip Email randyp@steelwarehouse.net Consultant Information/Agent Hired business consultant/agent name Consultant release?(Y/N) Address Local economicdeveiopment partners approval?(Y/N) City,State,Zip Email Project Overview Brief description of your company,pro)ect,andwhythe This project involves an investment of over$14 million to replace older property Is necessary for leveling technology with state of the art equipment, together with erection of economic growth a 30,852 square foot building to house the new equipment, and new material handling equipment to service the new leveling line. It is believed that the Project, when completed, will make the taxpayer among the most competitive producers/processors in the industry, through its improvements in both quality and productivity. The taxpayer expects that this will, in turn create new opportunities to significantly expand its South Bend business and operation, resulting in greater employment at every level, including machine operators, support personnel, engineering and technical services, material handling, sales, clerical functions and supervisors. Certified Technology Park appropriate Is the project in a Tax Incremental Flnandng rIF)area?if so,which? Have Building Permits been Issued?(Y/N) Number of residential units created by Note-Not eligible for abatement if Yes] N project I0 If this is a petition for personal property tax abatement,has the equipment been installed?N Investment Details Public Infrastructure needs Has any SO4 funding been What Is the value of any equipment being purchased In What Is the value of any equipment being Off-site of project In dollars) received? Indiana for the project? purchased from out of state for the project? No J 50,000.00 9 million Rianna Tir ido New Project Investments City Clerk, South Bend, IN Calendar Year 2023 2024 2028 2026 2027 2028 2029 2030 Land Acquisition Building lease Payments Building Purchase Costs New Building Construction 3,700.19 0U Existing Building improvements New Machinery&Equipment 4,500.000 00 $4,550,000.00 Special Tooling/Retooling I New Furniture/Fixtures New Computer/IT Hardware New Software On-site Rall Infrastructure On-site Fiber Infrastructure TOTAL 0.00 $8000,000 00 $4,550.000,00 $0.00 $0.00 $0.00 $0.00 $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year lobs retained Hourly Cumulative B of net NEW full time Hourly average wage,w/o Total training Total B to be avers a permanent jobs created at project benefits or bonuses,of expenditure- trained-not wage.w o benefits or cumulative net new jobs not cumulative bonuses cumulative 2024 21 23 82 60,900 8 2025 0 0.00 2026 5 24.88 3,600 2 2022 6 24.63 3,600 2 2028 2029 2030 2031 2032 2033 2034 2035 Provide hourly wage Information for new employees in the following positions. Full time I Part time laborers 22.78 I Technical 24.85 Managerial 23,48 Administrative 23.48 Who will be the individual responsible for coordinating l with WorkOne on recruiting? Does your company have an EEO hiring policy? Yes Are you an EEO employer? Yes Please list the number of full time and part time minority and/or female Please describe your commitment to employees for the following years: diversity and inclusion by detailing your outreach and recruitment efforts for the last rear 2024 2023 2022 three years as well as current policies. Full Time Part Time Full Time Part lime Full Time Part Time Black 79 79 77 Hispanic 56 56 55 Asian 0 0 0 Indian 1 1 1 Female 75 75 72 Other Filed in Clerk's Office A -P; 0 3 2024 City Clerik,South fiend, IN Complete the table below for Real Property Tax Abatement only. Sign at the bottom for all requested incentives(real AND personal property).*** Public Benefit Item: Information is required on both the construction companies and the companies which will provide materials purchased for this project. QualifyPleasecompletethetablebelowwiththeappropriateinformation. If Earned Points Available Points yes or No) you qualify for the points,please enter the full amount of available points. 1 I Construction Related(Contractors!: A. Employ Local Companies(75%) No 20 B. Purchase Materials from Local Companies(75%) "es 20 20 C. Require Employees vs.Independent Contractors No 19 D. Require Prevailing Wage No 22 E. Require Health Benefits No 22 F. Require Retirement Benefits No 18 G. Maintain Affirmative Action Plan No 20 Sub-total Construction Related: I 20 141 2 Wage&Benefit Related jOwner): I} A. Pay Target Wage Levels Yes 33 33 B. Provide Health Benefits Yes 34 34 C. Provide Retirement Benefits Yes 29 29 D. Provide Training Yes 28 28 E. Provide Child Care No 15 Provide Transportation Assistance I No I 14 IG. 'Provide EmployerAssisted Housing program I No 9 ISub-total Wage&Benefit Related: 124 162 3 Workforce Related: A Create NewJobs No 42 B Retain Existing Jobs Yes 41 41 1. Maintain Affirmative Action Plan No 35 D. Provide Targeted Hiring Preference No 34 ISub-total Workforce Related: 41 152 4 I Support a Municipal Faclli I Support a 5B Municipal Facility(donations to the A. zoo,conservatory,museum,etc.) Yes 84 84 Name of Facility Logan Community Center and Studebaker Nat'l Museum ISub-total Municipal Facility: 64 84 Sub-total from Above: 269 539 The undersigned owner(s)of real property,located within the City of South Bend,herby petition the Common Council of the City of South Bend for a real and/or personal property tax abatement consideration and pursuant to I.C.,6-1.1-12.1-1,et seq.,and South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above. Submitted By: 6,,. .., F. .lnA..,,• Date: AP.,I a, 16 tN Filed in Clerk's Office APR 0 3 2024 Bianca Tirado City Clerk, South Bend, IN For Staff Use Only Below This Line What Is the current assessed value?Real Property: r 684,000 Personal Property: What is the projected assessed value? 'Real Property: l 2,100,000 Personal Property: What is the tax key number(s)for this project? 71-08-15-151-002.000-026& 71-06-15-151-003.000-026 What Is the six digit NAICS code? 423519 Please attach a Google map and street view of the location. I Please list the amount of real and personal property loxes Real Property Taxes: Personal Property Taxes: paid for the last five years when applicable. Tax Year 2022/Pay 2023 526,143.613 633,449.44 Tax Year 2021/Pay 2022 24,873,20 617,425.80 Tax Year 2020/Pay 2021 24,868.80 604,422.80 Tax Year 2019/Pay 2020 21,945.00 474,139.50 Tax year 2018/Pay 2019 24,810.80 502,353.02 Please fill out the following Public Benefit Summary Information and add to total from above. jY or NI I Points I Points Public Benefit Item: Project Related_ A. Redevelop a Site that has Special Needs N I 49 i3. Develop Based on Local University Research N 35 C. Achieve a Physical Element of a Plan N 36 Sub-total Project Related: 12C b Super Size Projects jpolnt values are cumulativej; A. 100%to 199% Y 25 25 B. 200%to 299% N 68 68 C. 300%to 399% N 65 65 3. 400%and Over N I 52 Sub-total Super Size Projects: 210 7 Pay for Municipal Infrastructure: A. Pay for Oversizing or Upgrading N 14 B. Pay for 26-50%of Extension Cost N 26 Pay for 51-75%of Extension Cost N 39 C. Pay for 76-1D0%of Extension Cost N I 52 jSub-total Infrastructure Related:131 Total from Applicant Section: 269 539 Total from Staff Section: 158 461 Total Public Benefit Points: 427 1000 R. :Q. STATEMENT OF BENEFITS 2024 PAY 2025 REAL ESTATE IMPROVEMENTS state Form S•7s 'i7 •-t FORM SB-1/Real Property Prescribed by the Department of Local Government Finance PRIVACY NOTICE This statement is being completed for real property that qualifies under the following Indiana Code(check one box). Any information concerning the cost O Redevelopment or rehabilitation of real estate improvements(IC 6-1,1-12.1-4) of the progeny and specific,atones paid to Intlivtdtwl employees by the Residentially distressed area(IC 6-1.1-1 2 1-4 1) property owner is confidential per C6 '2. 5 . INSTRUCTIONS. 1 This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise this statement must be submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction 2 The statement of benellts form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of the redevelopment or rehabilitation for which the person desires to claim a deduction 3 To obtain a deduction a Form 322/RE must be filed with the county auditor before May 10 in the year in which the addition to assessed valuation is made or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed alter April 10. A properly owner who fatted to file a deduction application within the prescribed deadline may hie an application between January 1 and May 10 of a subsequent year 4 A property owner who hies for the deduction must provide the county auditor and designating body with a Form CF-1/Real Property The Form CF-1/Real Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction its applicable. IC 6-1 1-12 1-5 1(b) 5 For a Form SE-1/Real Property that is approved after June 30. 2013, the designating body is required to establish an abatement schedule for each deduction allowed For a Form SB-1/Real Property that is approved prior to July 1 2013, the abatement schedule approved by the designating body remains to effect. IC 5-1 1-12 1-17 SECTION 1 TAXPAYER INFORMATION Name of taxpayer Steel Warehouse Company LLC a,:dras Taxpayer Strnct 2722 Tucker Drive Ay, South Bend Stair IN ZIP- 46619 Name of contact person Telephone number E-mail address Gerald Lerman 574)236-5100 gerryl@steelwarehouse-net SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number Common Council of the City of South Bend location of property Number and Street C.in te z:P C;:ar•y DLGF taxing district number 2722 Tucker Drive South Bend IN 46619 St. Joseph 026(South Send-Portage) Oesenption of real property improvements.redevelopment.or reeanArtatidn(use additional sheets If necessary) Estimated start date(month,day.year) Erection of 30,852 sq. ft. building, together with crane rails, overhead cranes 6/30/2024 and relocation of water, electrical and gas utilities. Estimated completion date(m°n`°.day year) 9/15/2024 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current`lumner iiaiar,ea I`L.^'far%eta re:7 sites rnoer-'tc: :nal Salaries 575 34,705.266 21 1,000.440 11 566,134 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values S'3'6,200 8 5 84000 Plus estimated values of proposed project i 3,500.000 8 2.100.000 Less values of any prope^y beirg replaced Net estimated values upon corriplelior ,`project 5.416.200 f 2.784,000 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste convene u iat d 1.i i,i.is waste converted(pounds _--- _ Other benefits The real estate improvement, which will house the new state of the art equipment, will strengthen the tax-payer and help to keep it competitive in the highly competitive and volatile industry in which it conducts business. SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations n .b s ssate^-ent are tr„e Signature of authorized representative Date signed(month.day.year) Printed name of authorized representative Gerald F. Lerman Vice President Page 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1,provides for the following limitations: A. The designated area has been limited to a period of time not to exceed N/A calendar years'(see below). The date this designation expires is 12/31/2026 , NOTE.This question addresses whether the resolution contains an expiration date for the designated area. B. The type of deduction that is allowed in the designated area is limited to. 1 Redevelopment or rehabilitation of real estate improvements 13 Yes No 2.Residentially distressed areas Yes 0 No C. The amount of the deduction applicable is limited to S N/A 0. Other limitations or conditions(spicery) N/A E. Number of years allowed Year 1 Year 2 0 Year 3 Year 4 Year 5 (*see below) Year 6 Year 7 Year 8 Year 9 E Year 10 F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? 0 Yes No If yes, attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved(signature and title of authorized member of designating body) Telephone number Date signed(month.day,year) Printed name of authorized member of designating body Name of designating body Common Council of the City of South Bend Attested by(signature and title of attester) Printed name of attester If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17. A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1,2013,the deductions established in IC 6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. For a Form SB-1/Real Property that is approved after June 30, 2013,the designating body is required to establish an abatement schedule for each deduction allowed. Except as provided in IC 6-1.1-12.1-18.the deduction period may not exceed ten(10)years. (See IC 6-1.1-12.1-17 below.) B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1,2013,the abatement schedule approved by the designating body remains in effect.For a Farm SB-1/Real Property that is approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.) IC 6-1.1-12.1-17 Abatement schedules Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created. 3) The average wage of the new employees compared to the state minimum wage. 4) The infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits. Page 2 of 2 Aerial Views if_ L_ L. 1R'\\1. Mil J 1 rl ii . i ram- iiii----- — al-)-0iireada. .1.10111.0" c-) 11 1111.11t. a diesiumi c-) co a.r1_ ! J o -0 71 RI/. Illir Z CD milli. 3: a Steel Warehouse Campus it K 2722 Tucker Drive Lli: F I F: x ,,-. 4 Impacted rs 0.. Parcels 3. tE rR•, ' y f , T_ 1 Al t, , y ti !,i Filed in Clerk's Office APR 0 3 2O2 Bianca Tirado 1 'p ity Clerk, South Band. IN r g r_ r 1 i 1 I i fril Si<a 7 1 1a I - +r` r'i a 1. H. . ".. ')-..'' ' I' r,It•a i ce^ pa g / t i 4. g 1 i k 0 diI A r t a i