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Home My WebLink About2023 Community Investment Committee Annual Report o45OUT$ � � 1 fee 'IV dl I W PF.ACM: aI Is Rachel Tomas Morgan At Large Council Member To: South Bend Common Council Office of the City Clerk From: Councilmember Rachel Tomas Morgan and Chair, Community Investment Committee Date: January 4, 2024 2023 Annual Report of the Community Investment Committee Pursuant to the requirements of Section 2-10(i) of the South Bend Municipal Code, this report sets forth a summary of business conducted by the Common Council's Community Investment Committee for the year 2023. Duties: The Community Investment Committee oversees the various activities of the Department of Community Investment. It reviews all real, personal, and residential tax abatement requests and works closely with the Business Development Team. Members: Four(4) Council Members and two (2)Citizen Members served on the Committee. They included: 1. Councilmember At-Large, Rachel Tomas Morgan, Chairperson 2. Councilmember District 4, Troy Warner, Vice-Chair 3. Councilmember District 2, Henry Davis, Member 4. Councilmember District 5, Eli Wax, Member 5. Mr.Thomas Kurzhal, Citizen Member 6. Mr. Kaine Kanczuzewski, Citizen Member Meetings: A total of twenty-one (21) Community Investment committee meetings were held in 2023. Eighteen (18) of the committee meetings included hearings related to business related to approving a lease between the South Bend Redevelopment Authority and the South Bend Redevelopment Commission,tax abatement petitions, neighborhood plans, and a revision of the Responsible Bidders Ordinance.Two (2) committee meetings were departmental updates. The committee meeting notices, minutes, and recordings have been posted and may be accessed in committee folders from the Common Council's website at https://southbendin.gov/department/common-council/ The City of South Bend provides opportunities and resources for resident and businesses to relocate or expand within the City limits. Community Investment committee meetings are scheduled for the 227 W.Jefferson Blvd.Rm.441 Office: (574)235-5982 FAX: (574)235-9173 County-City Building South Bend,IN Voicemail: (574)235-5979 TDD: (574)235-5567 46601-1830 Email:RTOMASMO@SOUTHBENDIN.GOV tioU TR'a " v W' vencr: a .a Rachel Tomas. Moran At Large Council Member purpose of holding public hearings on special land use exceptions,tax abatement petition requests, and to provide updates and advisory recommendations to the Common Council. Meeting dates in 2023 and topics discussed are as follows: MEETING DATES BUSINESS DISCUSSED February 6, hybrid 1. Bill No. 23-02—Resolution Approving a Lease Between the South Bend Redevelopment Authority and the South Bend Redevelopment Commission February 27, hybrid 1. Organizational Meeting February 27, hybrid 1. Bill No. 23-06—SoMa Capital LLC, 536 S. Main Street,South Bend, IN 46601, Designating Resolution for Multi-Family Real Property Tax Abatement 2. Bill No. 23-08—CBK Land Development LLC, 5245 Dylan Drive, South Bend, IN 46628, Resolution Reaffirming the Grant of Certain Real Property Tax Abatement Deductions and Waiving Noncompliance March 13, hybrid 1. Bill No. 23-03—The Robert Henry Corporation, 2652 Jaclyn Court and 3161 Youngs Court, South Bend, IN 46614, Designating Resolution for Industrial Development Real Property Tax Abatement 2. Bill No. 23-09—SoMa Capital LLC, 536 S. Main Street, South Bend, IN 46601, Confirming Resolution for Multi-Family Real Property Tax Abatement 3. Bill No. 23-10—7468 Voorden Parkway LLC (Coast Southwest, Inc), 7468 Voorden Parkway, South Bend, IN 46628, Designating Resolution for Commerical Development Real Property Tax Abatement March 27, hybrid 1. Bill No. 23-11—Tower at Washington Square LLC (Liberty Tower), 213 West Washington Street, South Bend, IN 46601, Designating Resolution for Mixed-Use Development Real Property Tax Abatement 2. Bill No. 23-15—The Robert Henry Corporation, 2652 Jaclyn Court and 3161 Youngs Court, South Bend, IN 46614, Confirming Resolution for Industrial Development Real Property Tax Abatement 227 W.Jefferson Blvd.Rm.441 Office: (574)235-5982 FAX: (574)235-9173 County-City Building South Bend,IN Voicemail: (574)235-5979 TDD: (574)235-5567 46601-1830 Email: RTOMASMOCISOUTHBENDIN.GOV �� Iv PEA"I 1865 Rachel Tomas Morgan At Large Council Member April 10, hybrid 1. Bill No. 23-17—Tower at Washington Square LLC (Liberty Tower), 213 West Washington Street, South Bend, IN 46601, Confirming Resolution for Mixed-Use Development Real Property Tax Abatement 2. Bill No. 23-18—Cross Community Inc., 724 Harrison Avenue and 726 Harrison Avenue, South Bend, IN 46616, Designating Resolution for Residential Real Property Tax Abatement April 24, hybrid 1. Bill No. 23-19—Cross Community Inc., 724 Harrison Avenue and 726 Harrison Avenue, South Bend, IN 46616, Confirming Resolution for Residential Real Property Tax Abatement May 5, hybrid 1. Bill No. 23-21—Verbio North America LLC, 3201 W. Calvert Street, South Bend, IN 46613, Designing Resolution for Business Personal Property Tax Abatement 2. Bill No. 23-22—Verbio North America LLC, 3201 W. Calvert Street, South Bend, IN 46613, Designing Resolution for Industrial Real Property Tax Abatement May 22, hybrid 1. Bill No. 23-23—David A. Nufer LLC(Burton's Laundry), 521 N. William Street, South Bend, IN 46616, Designating Resolution for Retail Development Real Property Tax Abatement June 12, hybrid 1. Bill No. 23-26—Diamond View Apartments LP, 520 S. Lafayette Blvd, South Bend, IN 46601, Resolution Reconfirming & Modifying Resolution for Multi-Family Residential Development Real Property Tax Abatement 2. Bill No. 23-27—RealAmerica Development LLC, 504 South Lafayette Blvd, South Bend, IN 46601, Designating Resolution for Mixed-Use Development Real Property Tax Abatement 3. Bill No. 23-28—Verbio North America LLC, 3201 W. Calvert Street, South Bend, IN 46613, Confirming Resolution for Business Personal Property Tax Abatement 4. Bill No. 23-29—Verbio North America LLC, 3201 W. Calvert Street, South Bend, IN 46613, Confirming Resolution for Industrial Real Property Tax Abatement 5. Bill No. 23-30—David A. Nufer LLC (Burton's Laundry), 521 N. William Street, South Bend, IN 46616, Confirming Resolution for Retail Development Real Property Tax Abatement 227 W.Jefferson Blvd.Rm.441 Office: (574)235-5982 FAX: (574)235-9173 County-City Building South Bend,IN Voicemail: (574)235-5979 TDD: (574)235-5567 46601-1830 Email: RTOMASMO@SOUTHBENDIN.GOV 5pUTb e �4 f. 2 U PBAC9 �y ¢,e Rachel Tomas Morgan At Large Council Member 6. Bill No. 23-31—GLC Portage Prairie LLC, 5448 Dylan Drive, South Bend, IN 46628, Designating Resolution for Industrial Development Real Property Tax Abatement 7. Bill No. 23-32—Herstoric Properties LLC, 516 South Michigan Street, South Bend, IN 46601, Designating Resolution for Two-Year(2)Vacant Building Tax Abatement 8. Bill No. 23-33—Herstoric Properties LLC, 516 South Michigan Street, South Bend, IN 46601, Designating Resolution for Mixed-Use Development Real Property Tax Abatement June 26, hybrid 1. Bill No. 23-34—Peak Investment and Asset Management LLC, 1405 Portage Ave., South Bend, IN 46616, Designating Resolution Retail Development Real Property Tax Abatement 2. Bill No. 23-35—KCG Companies LLC, 1202 S. Lafayette Blvd, South Bend, IN 46624, Designating Resolution for Multi-Family Development Real Property Tax Abatement 3. Bill No. 23-36—GLC Portage Prairie LLC, 5448 Dylan Drive, South Bend, IN 46628, Confirming Resolution for Industrial Development Real Property Tax Abatement 4. Bill No. 23-37—Herstoric Properties LLC, 516 South Michigan Street, South Bend, IN 46601, Confirming Resolution for Two-Year(2) Vacant Building Tax Abatement 5. Bill No. 23-38—Herstoric Properties LLC, 516 South Michigan Street, South Bend, IN 46601, Confirming Resolution for Mixed-Use Development Real Property Tax Abatement 6. Bill No. 23-39—RealAmerica Development LLC, 504 South Lafayette Blvd, South Bend, IN 46601, Confirming Resolution for Mixed-Use Development Real Property Tax Abatement 7. Bill No. 23-40—Advantix Development Corporation, Multiple Properties in South Bend, IN, Designating Resolution Multi-Family Development Real Property Tax Abatement July 10, hybrid 1. Bill No. 23-41—KCG Companies LLC, 1202 S. Lafayette Blvd, South Bend, IN 46624, Confirming Resolution for Multi-Family Development Real Property Tax Abatement 2. Bill No. 23-42—Five Corners LLC, 1144 Corby Blvd. South Bend, IN 46617, Designating Resolution for Mixed-Use Development Real Property Tax Abatement 227 W.Jefferson Blvd.Rm.441 Office: (574)235-5982 FAX: (574)235-9173 County-City Building South Bend,IN Voicemail: (574)235-5979 TDD: (574)235-5567 46601-1830 Email:RTOMASMO�c?SOUTHBENDIKGOV /o SpUTii F W reAct a Rachel Tomas Morgan At Large Council Member 3. Bill No. 23-43—Peak Investment and Asset Management LLC, 1405 Portage Ave., South Bend, IN 46616, Confirming Resolution Retail Development Real Property Tax Abatement 4. Bill No. 23-44—Advantix Development Corporation, Multiple Properties in South Bend, IN, Confirming Resolution Multi-Family Development Real Property Tax Abatement 5. Bill No. 23-45—Crossroads Solar Enterprises LLC, 1901 N. Bendix Drive, South Bend, IN 46628, Designating Resolution Business Personal Property Tax Abatement July 11, hybrid Standing Committee Meeting 1. Department of Community Investment 2022 Annual Report 2. Departmental Updates Presentations by Caleb Bauer, Executive Director of Community Investment July 24, hybrid 1. Bill No. 23-49—Five Corners LLC, 1144 Corby Blvd. South Bend, IN 46617, Confirming Resolution for Mixed-Use Development Real Property Tax Abatement 2. Bill No. 23-50—Crossroads Solar Enterprises LLC, 1901 N. Bendix Drive, South Bend, IN 46628, Confirming Resolution Business Personal Property Tax Abatement August 28, hybrid 1. Bill No. 23-34—Peak Investment and Asset Management LLC, 1405 Portage Ave., South Bend, IN 46616, Resolution Correcting Scrivener's Error in Resolution No. 5031-23 Retail Development Real Property Tax Abatement 2. Bill No. 23-53—Resolution Approving and Adopting the Monroe Park I Edgewater Neighborhood Plan 3. Update: 2022 Tax Abatement Report September 11, hybrid 1. Bill No. 51-23—Riverfront Development Project, "The Expanded West Riverfront District" 2. Bill No. 52-23—New Municipal Riverfront Development Project, "The Expanded East Riverfront District" 3. Bill No. 23-55—Imagineering Enterprises Inc., 1302 West Sample, South Bend, IN 46619, Designating Resolution for Business Personal Property Tax Abatement 227 W.Jefferson Blvd.Rm.441 Office: (574)235-5982 FAX: (574)235-9173 County-City Building South Bend,IN Voicemail: (574)235-5979 TDD: (574)235-5567 46601-1830 Email:RTOMASMO@SOUTHBENDIN.GOV �SoUTIi kn% is�o� x •, Rachel Tomas Morgan At Large Council Member September 25, hybrid 1. Bill No. 61-23—An Ordinance Amending Chapter 6, Article 13, Section 6-71 through 6-78 Addressing Responsible Bidding Practices and Submission Requirements on Public Works Projects 2. Bill No. 23-57—Property Bros. LLC, 542 N.Scott Street and 430 Cottage Grove Avenue, South Bend, IN 46616, Designating Resolution for Two-Year(2) Vacant Building Tax Abatement 3. Bill No. 23-58—Property Bros. LLC, 542 N. Scott Street and 430 Cottage Grove and 616 Sherman Avenue, South Bend, IN 46616, Designating Resolution for Multi-Family Residential Development Real Property Tax Abatement 4. Bill No. 23-59—Imagineering Enterprises Inc., 1302 West Sample, South Bend, IN 46619, Confirming Resolution for Property Business Personal Property Tax Abatement October 3, hybrid Joint Standing Committees Meeting with Innovation &Technology 1. Updates on Business Assistance Support, Grants, and Programs Presentations by Denise Linn Riedl, Chief Innovation Officer, Caleb Bauer, Executive Director, Department of Community Investment October 9, hybrid 1. Bill No. 23-60—Property Bros. LLC, 542 N. Scott Street and 430 Cottage Grove Avenue, South Bend, IN 46616, Confirming Resolution for Two-Year(2)Vacant Building Tax Abatement 2. Bill No. 23-61—Property Bros. LLC, 542 N. Scott Street and 430 Cottage Grove and 616 Sherman Avenue, South Bend, IN 46616, Confirming Resolution for Multi-Family Residential Development Real Property Tax Abatement November 13, hybrid 1. Bill No. 23-64—Nilkanth Properties LLC, 4836 W.Western Avenue, South Bend, IN 46619, Resolution Reaffirming the Grant of Certain Real Property Tax Abatement Deductions and Waiving Noncompliance December 11, hybrid 1. Bill No. 84-23—An Ordinance Authorizing the City of South Bend to Fund Its "Taxable Economic Development Revenue Note, Series 2023 (Monreaux Project" and Approving and Authorizing Other Actions in Respect Thereto—SUBSTITUTE 227 W.Jefferson Blvd.Rm.441 Office: (574)235-5982 FAX: (574)235-9173 County-City Building South Bend,IN Voicemail: (574)235-5979 TDD: (574)235-5567 46601-1830 Email: RTOMASMO@SOUTHBENDIN.GOV �4 c TH B�. � 2 u o W PEACE. a z 1865 Rachel Tomas Morgan At Large Council Member 2. Bill No. 23-65—The Nexis Center LLC, 3607 South Main Street, South Bend, IN 46614, Designating Resolution for Mixed-Use Development Real Property Tax Abatement Three (3) personal property, fourteen (14) real property tax abatement, and two (2)vacant building petitions were approved by the Council in 2023.The following lists the tax abatements by petitioners and locations in South Bend: SoMa Capital LLC 536 S. Main Street,46601 The Robert Henry Corporation 2652 Jaclyn Court& 161 Youngs Court,46614 Tower at Washington Square LLC 213 West Washington Street,46601 Cross Community Inc. 724&726 Harrison Avenue, 46616 Verbio North America LLC 3201 W. Calvert Street,46613 David A. Nufer LLC (Burton's Laundry) 521 N. William Street, 46616 GLC Portage Prairie LLC 5448 Dylan Drive, 46628 Herstoric Properties LLC 516 South Michigan Street,46601 RealAmerica Development LLC 504 South Lafayette Blvd, 46601 KCG Companies LLC 1202 S. Lafayette Blvd, IN 46624 Peak Investment and Asset Management LLC 1405 Portage Ave., 46616 Advantix Development Corporation Multiple Properties Five Corners LLC 1144 Corby Blvd., 46617 Crossroads Solar Enterprises LLC 1901 N. Bendix Drive,46628 Imagineering Enterprises Inc. 1302 West Sample, 46619 Property Bros. LLC 542 N. Scott St. &430 Cottage Grove Ave., 46616 Property Bros. LLC 542 N. Scott St.,430 Cottage Grove Ave., & 616 Sherman Ave., 46616 Two (2) waivers of non-compliance related to real and personal property tax abatements were approved by the Council in 2023. The following lists the petitioner and location: CBK Land Development LLC 5245 Dylan Drive,South Bend, IN 46628 Nilkanth Properties LLC 4836 W. Western Avenue, South Bend, IN 46619 Respectfully submitted, Rachel Tomas Morgan Councilmember At-Large Chair, Community Investment Committee 227 W.Jefferson Blvd.Rm.441 Office: (574)235-5982 FAX: (574)235-9173 County-City Building South Bend,IN Voicemail: (574)235-5979 TDD: (574)235-5567 46601-1830 Email RTOMASMO@SOUTHBENDIN.GOV