HomeMy WebLinkAbout11-13-2023 Community Investment Committee Minutes1865 .;,;x ,.
OFFICE OF THE CITY CLERK
D AWN M.jONES, CIT Y CLERK
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COMMUNITY INVESTMENT
Committee Members Present:
Others Present:
Presenters:
Agenda:
NOVEMBER 13, 2023, 4:00 P.M.
Rachel Tomas Morgan, Troy Warner, Henry Davis
Jr., Eli Wax, Tomas Kurzhal *, Kaine
Kanczuzewski *
Dawn Jones, Victoria Trujillo, Justin LePla, Bob
Palmer
Erik Glavich, Director of Growth and Opportunity
Vandna Patel, Dairy Queen Owner
Bill No . 23-64 -A Resolution Reaffirming the
Grant of Real Property Tax Abatement Deductions
and Waiver of Non-Compliance for 4836 West
Western A venue
Members marked with an asterisk (*) are present digitally
Please note the attached link for the meeting recording:
https://docs.southbendin.gov/WebLink/browse.aspx?dbid=0&mediaid=376339
Committee Chair Tomas Morgan called to order the Community Investment Committee
meeting at 4:00 p.m.
Bill No. 23-64 -A Resolution Reaffirming the Grant of Real Property Tax Abatement
Deductions and Waiver of Non-Compliance for 4836 West Western Avenue
Erik Glavich, Director of Growth and Opportunity, with offices on the fourteenth (14th) floor
of the County-City building, advised that the petitioner, Nilkanth Properties, LLC, received a
tax abatement in 2018 for a Dairy Queen. The seven (7) year abatement was conditional on a
one-point-six ($1 ,600,000) million-dollar investment and the retention of forty-five ( 45) new
employees. Although the petitioner met the annual Form CFl filing requirements, they failed
to file Form 322 with the auditor's office, which is a common trend. The estimated tax refund
totals twenty-one thousand, seven hundred and seventy ($21 ,770) dollars.
Vandna Patel, Dairy Queen Owner, 4836 West Western Avenue, South Bend, Indiana, 46619,
advised that she was unaware of the auditor's filing requirements until she received
correspondence from Erik Glavich, which included additional information. The forms will be
submitted on time moving forward.
Committee Chair Tomas Morgan requested questions from the Committee.
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CITY O F SOUTH BEND OFF ICE OF THE CLE RK
Committee Member Wax asked if the auditor's office was aware of the missing forms and what
additional steps the administration took to rectify the issue.
Erik Glavich responded that he does not believe the auditor was aware that forms were pending,
and that the process has been transferred from a third-party compliance company to in-house to
ensure effectiveness. The administration was unaware that the auditor's form was not filed, as it
received Fonn CF 1. A step-by-step email is now distributed to abatement recipients, and follow-
ups via email and phone calls are completed. Internal record keeping is now completed on
Monday.com, where all resolutions, fonns, and other relevant documents are stored.
Committee Chair Tomas Morgan asked if it is the auditor's responsibility to ensure all forms are
filed and about the source of the refund monies.
Erik Glavich responded that all recipients are receptive to rectifying the issue and that it is their
responsibility to meet the abatement requirements. It is understandable for forms to be missed due
to the administration's lack of complete information. The revenue for refunds is transferred to the
city from the county.
Committee Chair Tomas Morgan requested questions from the Council.
Councilmember Hamann asked the petitioner if she did not notice that their tax bill was not
aligned to the abatement, and asked Erik Glavich if the previously mentioned checklist for
recipients was implemented.
Vandna Patel responded that she noticed the tax amount due might be inaccurate but that she
visited the administration two (2) years in a row and was advised that the final bill was
provided by the auditor's office.
Erik Glavich responded that the instructions provided to the recipient are the checklist. The
correspondence will be shared with the Council.
Committee Chair Tomas Morgan asked if the public wished to speak in favor of or against Bill
No. 23-64. --
Clerk Jones advised that no one from the public wished to speak in favor of or against the bill.
Committee Vice Chair Warner motioned to forward Bill No. 23-64 to the Committee of the
Whole with a favorable recommendation, which was seconded by Member Wax and carried
by a vote of six (6) ayes.
Committee Chair Tomas Morgan-Aye Committee Member Davis Jr.-Aye
Committee Vice Chair Warner-Aye Citizen Member Kurzhal-Aye
Committee Member Wax-Aye Citizen Member Kanczuzewski-Aye
With no further business, Committee Chair Rachel Tomas Morgan adjourned the Community
Investment Committee meeting at 4:24 p.m.
EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT
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CITY OF SOUTH BEND I OFF ICE OF THE CLER K
Respectfully Submitted,
Rachel Tomas Morgan, Committee Chair
NOTICE FOR HEARING AND SIGHT-IMPAIRED PERSONS
Auxiliary Aid or Other Suviccs may be Available u1>on Rcciucst at No Chal1!C.
Plc:uc b-ivc Reasonable Advance Rccrucst when Possible
EXC ELLENCE ACCOUNTABILI TY INNOVATION INCLUSION I EMPOWERMENT
455 County-City Building 227W. Jefferson Bvld South Bend. lndiana46601 p 574.235.9221 f574.235.9173 TTD574.235.5567 www.southbendin.gov
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