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Home My WebLink About01-13-2025 Agenda Packet OFFICE OF THE CITY CLERK BIANCA L. TIRADO, CITY CLERK INTEGRITY | SERVICE | ACCESSIBILITY Elivet Quijada-Navarro Matthew Neal CHIEF OF STAFF / CHIEF DEPUTY CITY CLERK DEPUTY CITY CLERK / DIRECTOR OF POLICY EXCELLENCE | ACCOUNTABILITY | INNOVATION | INCLUSION | EMPOWERMENT 455 County-City Building | 227 W. Jefferson Blvd. | South Bend, Indiana 46601 | p. 574.235.9221 | f. 574.235.9173 | www.southbendin.gov MEMORANDUM TO: MEMBERS OF THE COMMON COUNCIL FROM: BIANCA L. TIRADO, CITY CLERK DATE: THURSDAY, JANUARY 9, 2025 SUBJECT: COMMITTEE MEETING NOTICE The following Common Council Committee Meetings have been scheduled for Monday, January 13, 2025: 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/011325CC 4:15 P.M. HEALTH & PUBLIC SAFETY CHAIRPERSON, TOMAS MORGAN 1. Bill No. 74-24 - Ordinance Establishing a Merit Board System Governing the South Bend Fire Department (Substitute) 4:30 P.M. COMMUNITY INVESTMENT CHAIRPERSON, WARNER 1. Bill No. 25-01 - Designating Resolution - Real Property Tax Abatement 225 South Michigan Street and 229 South Michigan Street 2. Bill No. 25-02 - Reconfirming Resolution - Real Property Tax Abatement 3820 West Calvert Street 3. Bill No. 25-03 - Reconfirming Resolution - Personal Property Tax Abatement 3820 West Calvert Street 5:00 P.M. ZONING & ANNEXATION CHAIRPERSON, DR. DAVIS 1. Bill No. 63-24 - Annexation of Land South of Lafayette Falls Phase One Annexation Area and West of South US-31 Highway (Public Hearing Only) Council President Canneth Lee has called an Informal Meeting of the Council which will commence immediately after the adjournment of the Community Investment Committee Meeting. INFORMAL MEETING OF THE COMMON COUNCIL PRESIDENT, LEE EXCELLENCE | ACCOUNTABILITY | INNOVATION | INCLUSION | EMPOWERMENT 455 County-City Building | 227 W. Jefferson Blvd. | South Bend, Indiana 46601 | p. 574.235.9221 | f. 574.235.9173 | www.southbendin.gov 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, January 13, 2025 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/SBCC011325 1.INVOCATION 2.PLEDGE TO THE FLAG 3.ROLL CALL 4.REPORT FROM THE SUB-COMMITTEE ON MINUTES DECEMBER 9, 2024 JANUARY 6, 2025 (ORGANIZATIONAL MEETING) 5.SPECIAL BUSINESS 6.REPORTS FROM CITY OFFICES 7.COMMITTEE OF THE WHOLE TIME:_____ BILL NO. 63-24 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, ANNEXING TO AND BRINGING WITHIN THE CITY LIMITS OF SOUTH BEND, INDIANA, CERTAIN LAND LOCATED IN CENTRE TOWNSHIP, CONTIGUOUS THEREWITH; COUNCILMANIC DISTRICT NO. 5, FOR LAND SOUTH OF LAFAYETTE FALLS PHASE I ANNEXATION AREA AND WEST OF SOUTH US-31 HIGHWAY, SOUTH BEND, INDIANA (PUBLIC HEARING ONLY) 2 74-24 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, ESTABLISHING A MERIT BOARD SYSTEM GOVERNING THE SOUTH BEND FIRE DEPARTMENT (SUBSTITUTE) 8. BILLS ON THIRD READING TIME:______ BILL NO. 74-24 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, ESTABLISHING A MERIT BOARD SYSTEM GOVERNING THE SOUTH BEND FIRE DEPARTMENT (SUBSTITUTE) 9. RESOLUTIONS BILL NO. 25-01 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 225 SOUTH MICHIGAN, SOUTH BEND, INDIANA 46601 AND 229 SOUTH MICHIGAN, SOUTH BEND, INDIANA 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF AN EIGHT-YEAR (8) REAL PROPERTY TAX ABATEMENT FOR RSPG GLOBAL CONSULTING LLC 25-02 A RESOLUTION MODIFYING AND RECONFIRMING THE ADOPTION OF DECLARATORY RESOLUTION NO. 4939-22 DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 3820 WEST CALVERT STREET, SOUTH BEND, IN 46613 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A NINE-YEAR (9) REAL PROPERTY TAX ABATEMENT FOR GREENLEAF HOLDCO LLC 25-03 A RESOLUTION MODIFYING AND RECONFIRMING THE ADOPTION OF DECLARATORY RESOLUTION NO. 4944-22 DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 3820 WEST CALVERT STREET, SOUTH BEND, IN 46613 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE-YEAR (5) PERSONAL PROPERTY TAX ABATEMENT FOR GREENLEAF HOLDCO LLC 10. BILLS ON FIRST READING BILL NO. 01-25 FIRST READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED AT 1408 ELWOOD AVENUE, 3 COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 02-25 FIRST READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED AT 616 SHERMAN AVENUE, COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA 03-25 FIRST READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE AND SEEKING A USE VARIANCE FOR PROPERTY LOCATED AT 4022 OLD CLEVELAND ROAD, COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA 04-25 FIRST READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, ADOPTING AN INVESTMENT POLICY FOR THE CITY OF SOUTH BEND FOR CALENDAR YEAR 2025 THROUGH 2028 11. UNFINISHED BUSINESS 12. NEW BUSINESS 13. PRIVILEGE OF THE FLOOR 14. 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. 2025 COMMON COUNCIL STANDING COMMITTEES (Rev. 01-09-2025) 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 Karen L. White, Vice-Chairperson Citizen Member Ophelia Gooden-Rodgers., Member 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 Karen L. White, 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. Canneth Lee, Member Troy Warner, Member Rachel Tomas Morgan, 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 Sharon McBride, Member Troy Warner, Vice-Chairperson Citizen Member Sheila Niezgodski, Member 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 Sherry Bolden-Simpson, Vice-Chairperson Citizen Member Dr. Oliver Davis, Member 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. Sharon L. McBride, Chairperson Ophelia Gooden-Rogers, Member Karen L. White, Vice- Chairperson Troy Warner, 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 Dr. Oliver Davis, Member Karen L. White, Vice-Chairperson Citizen 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 Ophelia Gooden-Rodgers, Vice-Chairperson Troy Warner, Member Citizen Member 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 Sheila Niezgodski, Vice-Chairperson Sharon McBride, Member 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 Sheila Niezgodski, Member Dr. Oliver Davis, Vice-Chairperson Ophelia Gooden-Rodgers, Member Citizen Member 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 Ophelia Gooden-Rodgers, Member Sheila Niezgodski, Vice-Chairperson Karen L. White, Member Citizen Member 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 2025 COMMON COUNCIL STANDING COMMITTEES (Rev.01-09-2025) CANNETH LEE, 1ST District Council Member President Council Rules Committee, Member OPHELIA GOODEN-RODGERS, 2nd District Council Member Community Relations Committee, Chairperson Public Works & Property Vacation Committee, Vice-Chairperson Community Investment Committee, Member Residential Neighborhoods Committee, Member PARC Committee, Member Utilities Committee, Member Zoning & Annexation Committee, Member SHARON L. MCBRIDE, 3rd District Council Member PARC Committee, Chairperson Residential Neighborhoods Committee, Member Health & Public Safety Committee, Member Information & Technology Committee, Member TROY WARNER, 4TH District Council Member Chairperson, Committee of the Whole Community Investment Committee, Chairperson Health and Public Safety, Member Council Rules Committee, Member Public Works & Property Vacation, Member PARC Committee, Member Sub-Committee on the Minutes, Member SHERRY BOLDEN-SIMPSON, 5TH District Council Member Utilities Committee, Chairperson Community Relations Committee, Member Information & Technology, Vice-Chairperson Community Investment Committee, Member Sub-Committee on Minutes, Member SHEILA NIEZGODSKI, 6TH District Council Member Personnel & Finance Committee, Chairperson Public Works & Property Vacation, Chairperson Residential Neighborhoods Committee, Vice-Chairperson Community Relations Committee, Member Zoning & Annexation Committee, Vice-Chairperson Utilities Committee, Member DR. OLIVER DAVIS, AT LARGE Council Member Zoning & Annexation Committee, Chairperson Public Works & Property Vacation, Member Health and Public Safety Committee, Vice-Chairperson Personnel & Finance Committee, Member Utilities Committee, Vice-Chairperson Information & Technology, Member RACHEL TOMAS MORGAN, AT LARGE Council Member Vice-President Health & Public Safety Committee, Chairperson Personnel & Finance Committee, Member Information & Technology Committee, Chairperson Council Rules Committee, Member KAREN L. WHITE, AT LARGE Council Member Residential Neighborhoods Committee, Chairperson Personnel & Finance Committee, Vice-Chairperson Community Investment Committee, Vice-Chairperson Zoning & Annexation Committee, Member Community Relations Committee, Vice-Chairperson PARC Committee, Vice-Chairperson CITY OF SOUTH BEND COMMUNITY INVESTMENT October 23, 2023 Sharon L. McBride, President South Bend Common Council 4th Floor, County-City Building RE: Lafayette Falls Extension Annexation Area, south of Lafayette Falls Phase I Annexation Area and west of S US-31 Highway Dear President McBride: Attached is an Ordinance for the proposed annexation at the above referenced location. Please include this Ordinance on the Council agenda for first reading at the October 28, 2024, Council meeting; for second reading at the January 13, 2025, Council meeting; and for third reading at the January 27, 2025, Council meeting. Per the provisions of Section 21-0 l .02(g) of the South Bend Municipal Code, the property would automatically be zoned to S 1 Suburban Neighborhood 1 District upon annexation without needing a public hearing before the South Bend Plan Commission. The petitioner provided the following to describe the proposed project: Annexation of R-Residential parcels from St. Joseph County into the City of South Bend as SI Suburban Neighborhood 1. If you have any questions, please feel free to contact me at (574) 235-7625. Thank you. Sincerely, /jll---Amani Morrell Principal Development Planner cc: Bob Palmer, Attorney, Common Council Staff, South Bend Plan Commission Filed in Clerk's Office OCT 2 3 2024 Bianca Tirado City Clerk, South Bend, IN EXCELLENCE I ACCOUNTABILITY I INNOVATION I INCLUSION I EMPOWERMENT 1400S County-City Building I 227 W. Jefferson Bvld. South Bend, Indiana 46601 p 574.235.9371 www.southbendin.gov 63-24 Filed in Clerk's Office BILL NO. 63-24 O C T 2 3 2024 Bianca Tirado ORDINANCE NO. City Clerk, South Bend, IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, ANNEXING TO AND BRINGING WITHIN THE CITY LIMITS OF SOUTH BEND, INDIANA, CERTAIN LAND LOCATED IN CENTRE TOWNSHIP, CONTIGUOUS THEREWITH; COUNCILMANIC DISTRICT NO. 5, FOR LAND SOUTH OF LAFAYETTE FALLS PHASE I ANNEXATION AREA AND WEST OF S US-31 HIGHWAY, SOUTH BEND, INDIANA STATEMENT OF PURPOSE AND INTENT Petitioner desires to annex a portion of two properties south of Lafayette Falls Phase I Annexation area and west of S US-31 Highway; the properties would be automatically zoned to S 1 Suburban Neighborhood 1 District in South Bend. NOW,THEREFORE, BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. That the following described real estate is situated in St. Joseph County, Indiana,being contiguous by more than one-eighth(1/8)of its aggregate external boundaries with the present boundaries of the City of South Bend, Indiana, shall be and hereby is annexed to and brought within the City of South Bend: A part of those lands conveyed to Lafayette Falls, LLC as described in Instrument Number 2020-06998 and Instrument Number 1723447—Parcel 2, as recorded in the St. Joseph County Recorder's Office, and part of those lands conveyed to the State of Indiana as described in Instrument Number 1113186 and Instrument Number 1115059, as recorded in said Recorder's Office, and being situated in the South Half of Section 2, Township 36 North, Range 2 East, Centre Township, St. Joseph County Indiana, and being more particularly described as follows: Commencing at the West Quarter corner of said Section 2 and being the Northwest corner of Outlot"A", as shown on the recorded plat of Zeiger's US 31 Minor Subdivision, recorded as Instrument Number 0516808 in said Recorder's Office; thence Easterly, along the North line of said Outlot"A", a distance of 2633 feet, more or less, to the Northeast corner of said Outlot"A", also being the center of said Section 2; thence Easterly, along the North line of Lot 2 of said Zeiger's US 31 Minor Subdivision, a distance of 406 feet, more or less, to the Easterly line of said State of Indiana land as described in Instrument Number 1113186, St Joseph County Recorder; thence Southwesterly, along the Easterly line of said State of Indiana Land, a distance of 771 feet, more or less, to a point lying 680 feet South of the Easterly extension of the North line of said Outlot"A"; thence Westerly, parallel with the North line of said Outlot"A", a distance of 2667 feet, more or less, to the West line of said Section 2 and being the West line of Outlot"A"; thence Northerly, along the West line of said Section 2 and the West line of Outlot"A", a distance of 680 feet, more or less, to the Point of Beginning. Containing 44.6 acres, more or less, and being subject to all rights-of-way, covenants, easements, and restrictions of record. SECTION II. That the boundaries of the City of South Bend, Indiana, shall be and are hereby declared to be extended so as to include the real estate of the above-described parcel as part of the City of South Bend, Indiana. SECTION III. Ordinance No. 10689-19, as amended, which ordinance is commonly known as the Zoning Ordinance of the City of South Bend, Indiana, be and the same hereby amended in order that the zoning classification of the above described real estate, with the exception of all adjacent rights-of-way, in the City of South Bend, St. Joseph County, State of Indiana be and the same is hereby established as S 1 Suburban Neighborhood 1 District, per the provisions of Section 21-01.02(g) of the South Bend Municipal Code. SECTION IV. This Ordinance shall be in full force and effect 30 days from and after its passage by the Common Council, approval by the Mayor, and legal publication. Sharon McBride, Council President South Bend Common Council Attest: Bianca L. 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 L. 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 - Filed in Clerk's Office OCT 2 5 2024 r/ S° e Bianca Tirado Department of City Clerk, South Bend, INf/ 1% Community Investment 1865// Memorandum Friday,October 25, 2024 TO: Derek Erquhart, Fire Kara Boyles, Engineering Timothy Lancaster and Joseph Leszczynski, Police Kari Myers, Community Investment-Zoning Tom Panowicz, Legal Kelly Smith, Solid Waste Kenisha Wells, Neighborhood Services & Enforcement Kyle Willis,Administration & Finance FROM: Amani Morrell, Principal Development Planner SUBJECT: Request for Service Reports Lafayette Falls Extension Annexation Area 100%Voluntary Annexation of Contiguous Property) A petition for voluntary annexation of the Lafayette Falls Extension Annexation Area has been submitted to the City and will receive First Reading by the Common Council on Monday, October 28, 2024. The proposed Annexation Area consists of the northern portion of two parcels and adjacent right-of- way totaling about 44.6 acres and is located south of the Lafayette Falls Phase I Annexation Area and west of S US-31 Highway.The site is vacant and is zoned R-Residential in the County. With the annexation,the petitioner seeks zoning of S1 Suburban Neighborhood 1 to develop approximately 111 houses in the area, primarily single family. Please complete the Service Report addressing how your Department will or can provide City services to the proposed Annexation Area, and return it to me by November 8, 2024. This deadline must be met so that the Legal Department can prepare the necessary resolutions in time to be considered by the Board of Public Works and the Board of Public Safety. A fact sheet, map, and an annexation schedule are attached to assist you in your review. If you have any questions, please contact me at(574) 235-7625 or amorrell@southbendin.gov. cc:Mayor James Mueller Allie Dolz-Lane, Chief of Staff, Office of the Mayor Bob Palmer,Attorney for the Common Council Caleb Bauer, Executive Director, Community Investment Tim Corcoran, Director of Planning, Community Investment Bianca Tirado, City Clerk Staff, City Clerk Robert Kruszynski, Count Surve or 227 W. JEFFERSON BLVD. SOUTH BEND. IN 46601 I P: 574-235-9371 I FAX: 574-235-9021 I SOUTHBENDIN.GOV SERVICE REPORT CHECK LIST Department of Law: 1) legal concerns, if any (if none, no report is required) Public Works: 1) location, size, and capacity of water line(s) 2) listing of properties connected to water line(s) 3) location, size, and capacity of sewer line(s) 4) listing of properties connected to sewer line(s) 5) any public improvements required or suggested, such as street signs, street lighting, pavement upgrade, storm drainage 6) cost, timing, and source of funds for providing those improvements (within 1 year for non-capital items and 3 years for capital items) 7) a listing of properties covered by waivers Police Department: 1) Police Beat to be assigned 2) cost, timing, and source of funds of providing any improvements 3) whether comparable response time can be maintained Fire Department:1) primary and secondary fire stations to be assigned 2) cost, timing, and source of funds of providing any improvements 3) whether comparable response time can be maintained Neighborhood 1) Inspector Area to be assigned Services: 2) whether comparable response time can be maintained Zoning: 1) current zoning of property 2) anticipated/required zoning 3) compatibility of land uses relative to city zoning 4) copies of recorded subdivision plats, if any Admin/Finance: 1) (no report necessary for this annexation) Solid Waste: 1) capacity to provide solid waste service 2) cost to owner of service 3) when service can begin County Surveyor:1) verify accuracy of legal description INITIAL REVIEW FACT SHEET 100% VOLUNTARY ANNEXATION Lafayette Falls Extension Annexation Area Centre Township Prepared October 2024 A. Annexation Criteria (Minimum) Analysis Criteria Met? 1. Contiguity: At least 1/8 (12.5%) 59.2% Yes and 2. 100% of owners signed petition 100% Yes and 3. a. essential City services are/can be provided Yes b. City is able to provide services Yes c. territory is contiguous Yes B. General Location: South of Lafayette Falls Phase I Annexation Area and west of S US-31 Highway Address(es): Vacant land at US 31 South and Lafayette Falls Outlot Tax Key Number(s): 001-1002-002201 and 001-1002-002444 Subdivision(s) of Record: Zeiger's U.S 31 Minor Acres: 44.6 Current Net Assessment: $62,400 Current Population: 0 Proposed Population: 0 (estimated at 250 at project buildout) Current Land Use: Vacant land Proposed Land Use: Residential: primarily single family Current Zoning: R Single Family District, St. Joseph County Proposed Zoning: S1 Suburban Neighborhood 1, City of South Bend Council District: 5th Council District Scheduled Effective Date: March 9, 2025 Comments: Proposed Annexation Area includes the adjacent S US-31 Highway Map Lafayette Falls Extension Annexation Area I4f - n y 1,1 x , 1 N i fin *,A , 0wt„ dl,"'A i1 S 1 S µ a , yam I'"'€..7. F .• G '- e as s 1ti L:,. .,-54 4,1 t I F, 1I&' ? i1i yi + - liIIIIii r 4 1 Ili- ul LI1,H Oo NitLE iiiiirn o Lafayette Falls Extension Annexation Area City of South Bend Prepared by City of South Bend Department of Community Investment October 25.2024 Legal Description A part of those lands conveyed to Lafayette Falls, LLC as described in Instrument Number 2020-06998 and Instrument Number 1723447 - Parcel 2, as recorded in the St. Joseph County Recorder's Office, and part of those lands conveyed to the State of Indiana as described in Instrument Number 1113186 and Instrument Number 1115059, as recorded in said Recorder's Office, and being situated in the South Half of Section 2, Township 36 North, Range 2 East, Centre Township, St. Joseph County Indiana, and being more particularly described as follows: Commencing at the Northwest corner of the Northeast Quarter of the Southwest Quarter of said Section 2 and being the Northwest corner of Outlot "A", as shown on the recorded plat of Zeiger's US 31 Minor Subdivision, recorded as Instrument Number 0516808 in said Recorder's Office; thence Easterly, along the North line of said Outlot "A", a distance of 2633 feet, more or less, to the Northeast corner of said Outlot "A", also being the center of said Section 2; thence Southerly along existing City limits a distance of 680 feet; thence Westerly, parallel with the North line of said Outlot "A", a distance of 2667 feet, more or less, to the West line of the Northeast Quarter of the Southwest Quarter of said Section 2 and being the West line of Outlot "A"; thence Northerly, along the West line of the Northeast Quarter of the Southwest Quarter of said Section 2 and the West line of Outlot "A", a distance of 680 feet, more or less, to the Point of Beginning. Containing 44.6 acres, more or less, and being subject to all rights-of-way, covenants, easements, and restrictions of record. Proposed Schedule for Lafayette Falls Extension Annexation Area File Date 10/23/24 1st Reading 10/28/24 Service Report Request 10/25/24 Service Report Due 11/8/24 Fiscal Plan Done 11/25/24 BPW Agenda Session 12/5/24 BPW Hearing 12/10/24 BPS N/A PC Public Hearing N/A Council Advertisement 12/20/24 FP Resolution to Clerk 1/8/25 2nd Reading 1/13/25 3rd Reading 1/27/25 Advertised 2/7/25 Appeal Period Start 2/7/25 Appeal Period End 3/9/25 1200 COUNTY-CllY BUILDING 227 \V JEFFERSON BOULEVARD SOUTH BEND, INDl,\Nf\ 46601-1830 CITY OF SOUTH BEND JAMES l\iflJELLER, MAYOR DEPARTMENT OF LAW SANDRA KENNEDY CORPORATION COUNSEL South Bend Common Council 227 West Jefferson Blvd, Suite 441 S South Bend, Indiana 46601 January 6, 2025 Re: Substitute Ordinance Establishing a Fire Department Merit Commission Honorable Council Members, Pl IONE 574/235-9241 FAX 574/235-7670 TTY 574/235-5567 JENNA K. TI mow CITY ATTORNEY Filed in Clerk's Office Bianca Tirado City Clerk, South Bend, IN The South Bend Fire Department originally submitted a draft ordinance establishing a merit system for the Fire Department pursuant to LC. § 36-8-3.5-1. The applicable statute states that the "merit system shall be considered to be established by the ordinance . . . that adopts all of the provisions applicable to the establishing unit." A substitute ordinance is enclosed which better clarifies the responsibilities of the Board of Public Safety under LC. § 36-8-3.5-8. Specifically, the substituted ordinance adds language stating that the Board of Public Safety will establish procedures whereby the members of the fire department elect commissioners. The added language clarifies that the Board of Public Safety has a role in the election process. The South Bend Fire Department is requesting the Common Council's review and approval of the enclosed substitute ordinance. Thank you for your consideration. Sincerely, Adam E. Taylor Assistant City Attorney DANIELLE WEISS MICHAEL SCHMIDT KYLIE CONNELL THOMAS E. PANOWICZ JESSICA MCLAIN ADAM E. TAYLOR JOHN DORBIN (Substitute) 74-24 Filed in Clerk's Office SUBSTITUTE BILL NO. 74-24 N 6 .115 Bianca Tirado ORDINANCE NO. City Clerk, South Bend, IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, ESTABLISHING A MERIT BOARD SYSTEM GOVERNING THE SOUTH BEND FIRE DEPARTMENT STATEMENT OF PURPOSE AND INTENT The power of selection, appointment, promotion, demotion, disciplinary action, and dismissal of members of the City of South Bend Fire Department has historically been delegated to the Board of Public Safety. Following the enactment of I.C. 36-8-3.5 et seq., Fire Departments in Indiana are required to establish a Merit Board for the purposes of selection, appointment, promotion, demotion, disciplinary action, and dismissal of members of the City of South Bend Fire Department. If a merit system under I.C. 36-8-3.5 et seq. is not established or rejected by December 31, 2024 by the agreement of the active members of the Fire Department and the City of South Bend, a merit system under I.C. 36-8-3.5 is established on January 1, 2025, as set forth in I.C. 36-8-3.5-5.5(f). A merit system established under I.C. 36-8-3.5-5.5(f)must still be established by an ordinance adopted by the legislative body of the municipality adopting the applicable provisions. As a merit system is not expected to be established for the South Bend Fire Department under either I.C. 36-8-3.5 or I.C. 36-1-4-14 on or before December 31, 2024, this ordinance is intended to establish a merit system as set forth in I.C. 36-8-3.5-5.5(f). NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The foregoing Recitals are incorporated herein by this reference. SECTION II. Chapter 2, Article 5, Section 2-63, entitled "Fire Department Merit System", is hereby added to the South Bend City Code and shall read as follows: Sec. 2-63. Fire Department Merit System" Sec. 2-63 Establishment of Merit System. a) Pursuant to I.C., 36-8-3.5 et seq., a merit system is hereby established for the City of South Bend Fire Department ("Department"). The merit system will be administered by a Commission to be known as the South Bend Fire Department Merit Commission Commission"), pursuant to requirements set forth in I.C., 36-8-3.5 et seq. and this Ordinance. Unless otherwise stated herein, the provisions of I.C., 36-8-3.5 et seq. will govern the merit system and the Commission, as amended. b) Commissioners of the Merit Commission shall be appointed as set forth in I.C. 36-8-3.5-6, as amended. c) The Board of Public Safety shall set the meeting, and establish applicable procedures, for the election of Commissioners by the active members of the Fire Department as set forth in I.C. 36-8-3.5-8, and is authorized to assist in the administration of the voting process in a manner consistent with I.C. 36-8-3.5-8. d) The Board of Public Safety shall retain the power of selection, appointment, promotion, demotion, disciplinary action, and dismissal of members of the City of South Bend Fire Department, pursuant to Indiana law, including but not limited to Indiana Code 36-8-3-3, 4, and 4.1, until the Fire Merit Commission has adopted rules for these powers. SECTION III. This Ordinance shall be effective from and of the date of adoption by the Common Council, and approval by the Mayor. Council President South Bend Common Council Attest: Bianca L. 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 2025, at o'clock m. Bianca L. Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2025, at o'clock .m. James Mueller, Mayor City of South Bend, Indiana Filed in Clerk's Office J A IV U 6 'P.5 SUBSTITUTE BILL NO. 74-24 Bianca Tirado City Clerk, South Bend, IN ORDINANCE NO. AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,ESTABLISHING A MERIT BOARD SYSTEM GOVERNING THE SOUTH BEND FIRE DEPARTMENT STATEMENT OF PURPOSE AND INTENT The power of selection, appointment,promotion, demotion, disciplinary action, and dismissal of members of the City of South Bend Fire Department has historically been delegated to the Board of Public Safety. Following the enactment of I.C. 36-8-3.5 et seq., Fire Departments in Indiana are required to establish a Merit Board for the purposes of selection, appointment,promotion, demotion, disciplinary action, and dismissal of members of the City of South Bend Fire Department. If a merit system under I.C. 36-8-3.5 et seq. is not established or rejected by December 31, 2024 by the agreement of the active members of the Fire Department and the City of South Bend, a merit system under I.C. 36-8-3.5 is established on January 1, 2025, as set forth in I.C. 36-8-3.5-5.5(0. A merit system established under I.C. 36-8-3.5-5.5(f)must still be established by an ordinance adopted by the legislative body of the municipality adopting the applicable provisions. As a merit system is not expected to be established for the South Bend Fire Department under either I.C. 36-8-3.5 or I.C. 36-1-4-14 on or before December 31, 2024,this ordinance is intended to establish a merit system as set forth in I.C. 36-8-3.5-5.5(f). NOW,THEREFORE,BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The foregoing Recitals are incorporated herein by this reference. SECTION II. Chapter 2, Article 5, Section 2-63, entitled "Fire Department Merit System", is hereby added to the South Bend City Code and shall read as follows: Sec. 2-63.Fire Department Merit System" Sec. 2-63 Establishment of Merit System. a) Pursuant to I.C., 36-8-3.5 et seq., a merit system is hereby established for the City of South Bend Fire Department ("Department"). The merit system will be administered by a Commission to be known as the South Bend Fire Department Merit Commission Commission"), pursuant to requirements set forth in I.C., 36-8-3.5 et seq. and this Ordinance. Unless otherwise stated herein, the provisions of I.C., 36-8-3.5 et seq. will govern the merit system and the Commission, as amended. b) Commissioners of the Merit Commission shall be appointed as set forth in I.C. 36-8-3.5-6, as amended. c) The Board of Public Safety shall set the meeting, and establish applicable procedures, for the election of Commissioners by the active members of the Fire Department as set forth in I.C. 36-8-3.5-8, and is authorized to assist in the administration of the voting process in a manner consistent with I.C. 36-8-3.5-8. d) The Board of Public Safety shall retain the power of selection, appointment, promotion, demotion, disciplinary action, and dismissal of members of the City of South Bend Fire Department,pursuant to Indiana law, including but not limited to Indiana Code 36-8-3-3,4, and 4.1, until the Fire Merit Commission has adopted rules for these powers. SECTION III. This Ordinance shall be effective from and of the date of adoption by the Common Council, and approval by the Mayor. Council President South Bend Common Council Attest: Bianca L. 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 2025, at o'clock m. Bianca L. Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2025, at o'clock .m. James Mueller,Mayor City of South Bend, Indiana 1200 COUNTY-CITY BUILDING 8F PHONE 574/235-9241 227 W.JEFFERSON BOULEVARD o` 4p FAX 574/235-7670 SOUTH BEND,INDIANA 46601-1830 S TTY 574/235-5567 1865 CITY OF SOUTH BEND JAMES MUM,I.FR,MAYOR DEPARTMENT OF LAW SANDRA KENNEDY JENNA K.THROW CORPORATION COUNSEL CITY ATTORNEY December 4, 2024 Filed in Clerk's Office South Bend Common Council 227 West Jefferson Blvd,Suite 441 S DEL 0 4 2024 South Bend,Indiana 46601 Bianca Tirado Re:Proposed Ordinance Establishing a Merit Board City Clerk, South Bend, IN Honorable Council Members, The South Bend Fire Department is requesting the Council to approve an ordinance establishing a merit system for the Fire Department pursuant to I.C. § 36-8-3.5-1. A merit system has authority over appointment, promotion, demotion, disciplinary action, and dismissal of members of the department. The applicable statute states that a merit system is established effective January 1,2025,unless rejected by December 31,2024 both by an ordinance and by the members of the department.Given the support of Local 362 for the statutory merit system,the Fire Department and Union have opted to follow the state statute. The applicable statute further states that the"merit system shall be considered to be established by the ordinance ... that adopts all of the provisions applicable to the establishing unit." The South Bend Fire Department is requesting the Common Council's review and approval of the enclosed draft ordinance,which both codifies the reference to the applicable merit system statutes and clarifies the role of the Board of Public Safety after January 1,2025. I request that this bill be placed for first reading on December 9,2024 and for second and third reading on January 13,2025. Thank you for your consideration. Sincerely, is'ia(/(- )1'g. 7-7(,-,-- Adam E.Taylor Assistant City Attorney DANIELLE WEISS MICHAEL SCHMIDT KYLIE CONNELL THOMAS E.PANOWICZ JESSICA MCLAIN ADAM E.TAYLOR JOHN DORBIN Filed in Clerk's Office BILL NO. 74-24 Bianca Tirado City Clerk, South Bend, IN ORDINANCE NO. AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, ESTABLISHING A MERIT BOARD SYSTEM GOVERNING THE SOUTH BEND FIRE DEPARTMENT STATEMENT OF PURPOSE AND INTENT The power of selection, appointment,promotion, demotion, disciplinary action, and dismissal of members of the City of South Bend Fire Department has historically been delegated to the Board of Public Safety. Following the enactment of I.C. 36-8-3.5 et seq., Fire Departments in Indiana are required to establish a Merit Board for the purposes of selection, appointment, promotion, demotion, disciplinary action, and dismissal of members of the City of South Bend Fire Department. If a merit system under I.C. 36-8-3.5 et seq. is not established or rejected by December 31, 2024 by the agreement of the active members of the Fire Department and the City of South Bend, a merit system under I.C. 36-8-3.5 is established on January 1, 2025, as set forth in I.C. 36-8-3.5-5.5(f). A merit system established under I.C. 36-8-3.5-5.5(f) must still be established by an ordinance adopted by the legislative body of the municipality adopting the applicable provisions. As a merit system is not expected to be established for the South Bend Fire Department under either I.C. 36-8-3.5 or I.C. 36-1-4-14 on or before December 31, 2024, this ordinance is intended to establish a merit system as set forth in I.C. 36-8-3.5-5.5(f). NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The foregoing Recitals are incorporated herein by this reference. SECTION II. Chapter 2, Article 5, Section 2-63, entitled "Fire Department Merit System", is hereby added to the South Bend City Code and shall read as follows: Sec.2-63. Fire Department Merit System" Sec. 2-63 Establishment of Merit System. a) Pursuant to I.C., 36-8-3.5 et seq., a merit system is hereby established for the City of South Bend Fire Department ("Department"). The merit system will be administered by a Commission to be known as the South Bend Fire Department Merit Commission Commission"), pursuant to requirements set forth in I.C., 36-8-3.5 et seq. and this Ordinance. Unless otherwise stated herein, the provisions of I.C., 36-8-3.5 et seq. will govern the merit system and the Commission, as amended. b) Commissioners of the Merit Commission shall be appointed as set forth in I.C. 36-8-3.5-6, as amended. c) The Board of Public Safety shall retain the power of selection, appointment, promotion, demotion, disciplinary action, and dismissal of members of the City of South Bend Fire Department,pursuant to Indiana law,including but not limited to Indiana Code 36-8-3-3,4, and 4.1, until the Fire Merit Commission has adopted rules for these powers. SECTION III. This Ordinance shall be effective from and of the date of adoption by the Common Council, and approval by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Bianca L. 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 L. 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 CITY OF SOUTH BEND COMMUNITY INVESTMENT January 7, 2024 Council Member Troy Warner Chairperson, Community Investment Committee South Bend Common Council County-City Building, 4th Floor South Bend, Indiana 46601 Filed in Clerk's Office Bianca Tirado City Clerk, South Bend, IN RE: Declaratory Resolution: Mixed-Use Development Real Property Tax Abatement for RSPG Global Consulting LLC Dear Council Member Warner, Please find the enclosed Declaratory Resolution and supporting information pertaining to a tax abatement petition submitted by RSPG Global Consulting LLC, an Indiana Domestic Liability Company. This petition package includes: •Department of Community Investment's summary report •Petition for abatement •Statement of Benefits forms (SB-1 / Real Property) •Supporting information The report contains the Department's findings relative to the above-mentioned petition. The petitioner intends to redevelop the property at 225, 227 & 229 S. Michigan to reactivate the vacant building known as Center City Place. This includes restoring the historic facade, completing extensive repairs and renovations, and filling the building with active businesses. Creating new functioning spaces downtown will help to drive interest in developing other unused buildings in the immediate vicinity as well as bring more traffic to the small businesses currently operating in the area. The total investment for this project is $5,825,000. The project meets the qualifications for an eight-year (8) mixed-use development real property tax abatement. A representative from RSPG Global Consulting LLC, will be available to meet with the Committee on Monday, January 13, 2025. 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, Joseph Molnar Assistant 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 25-01 Filed in Clerk's Office AN 08 BILL NO. 25-01 Bianca Tirado RESOLUTION NO. City Clerk,South Bend, IN 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 225 S. Michigan, South Bend, Indiana 46601 AND 229 S. Michigan, South Bend, Indiana 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A EIGHT-YEAR (8) REAL PROPERTY TAX ABATEMENT FOR RSPG Global Consulting 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: 71-08-12-157-010.000-026 Local Parcel Number: 018-3007-0248 Commonly Known As: 229 S. Michigan Street Legal Description: 24'S SIDE LOT 287 O P SO BEND Key Number: 71-08-12-157-009.000-026 Local Parcel Number: 018-3007-0247 Commonly Known As: 225 S. Michigan Street Legal Description: 42'North Side Except 5 3/8 North Side Lot 287 Op South Bend 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 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, 2027. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of eight (8) 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 - 95% Year 3 - 95% Year 4 - 90% Years - 80% Year 6 - 80% Year 7—60% Year 8-50% 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. Canneth Lee, 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 2025, at o'clock .m. Bianca Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2025,at o'clock m. James Mueller, Mayor City of South Bend Filed in Clerk's Office TAX ABATEMENT REPORT Bianca Tirado TO: South Bend Common Council City Clerk, South Bend, IN FROM: Joseph Molnar, Assistant Director, Growth and Opportunity SUBJECT: Mixed-Use Development Real Property Tax Abatement Petition for RSPG Global Consulting LLC DATE: January 8, 2025 On January 8, 2025, a petition for tax abatement from RSPG Global Consulting LLC was filed with the Office of the City Clerk. The petition seeks consideration for a mixed-use development real property tax abatement for property at 225, 227, & 229 S. Michigan Street commonly known as the City Center Building 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, RSPG Global Consulting LLC, proposes to renovate the Center City Building into a mixed-use project. The project seeks to reactivate the building known as Center City Place. This includes restoring the historic facade, completing extensive repairs and renovations, and filling the building with active businesses The project will consist of renovating the full 38,000 sq. feet building into a mixed use development. Private investment into this project is approximately $5,825,000. The project will greatly contribute to the vitality of south downtown South Bend and increase foot traffic for the entire area. Employment Impact Per this petition and supporting material, it is estimated that the company will create: Upon completion of the current building's rehabilitation and conversion, at least eleven 11) new full-time jobs with an estimated total annual payroll of$800,800. Tax Estimates The petitioner qualifies for an eight-year (8) mixed-use development real property tax abatement. Current estimated combined annual real property taxes: $8,436 Estimated combined annual taxes after the project's completion: $116,742 Total estimated combined taxes during the eight-year(8) abatement period: $933,795 o Estimated taxes being abated during the abatement period: $611,740 o Estimated total taxes to be paid during the abatement period: $322,055 Abatement Qualification 1. A review of the tax abatements previously granted finds that the petitioner has not been granted a prior abatement. 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 an eight-year (8) mixed-use development real property tax abatement under Division 5 (Mixed Use Development Real Property Tax Abatement), Section 2-80 (Mixed Use Developments in Central Business District). 2 8-Year Abatement January 3,2025 RSPG Global Consulting LLC South Bend Portage Township Commerical Development Real Property Tax Abatement Schedule Type of Property: Mixed Use Estimated Project Cost: $ 4,000,000 Rehabilitation Property Address: 225,227,229 S.Michigan Tax Key Number: 71-08-12-157-009.000-026/71-08-12-157-010.000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Assessed Value(AV) Land 38,600 $ 38,600 $ 38,600 $ 38,600 $ 38,600 $ 38,600 $ 38,600 $ 38,600 $ 38,600 $ 38,600 Structure(AV=80%Project Cost) 210,700 3,410,700 3,410,700 3,410,700 3,410,700 3,410,700 3,410,700 3,410,700 3,410,700 3,410,700 Gross Assessed Value 249,300 3,449,300 3,449,300 3,449,300 3,449,300 3,449,300 3,449,300 3,449,300 3,449,300 3,449,300 Abatement 100% 95% 95% 90% 80% 80% 60% 50% Abatement Deduction 3,200,000) (3,040,000) (3,040,000) (2,880,000) (2,560,000) (2,560,000) (1,920,000) (1,600,000) Net Assessed Value 249,300 3,449,300 249,300 409,300 409,300 569,300 889,300 889,300 1,529,300 1,849,300 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) 13,350 184,703 13,350 21,917 21,917 30,485 47,620 47.620 81,891 99,026 Local Tax Credit(12.3682%of GT-DS) 1,533) (21,206) (1,533) (2,516) (2,516) (3,500) (5,467) (5.467) (9,402) (11,369) Circuit Breaker Credit 3,381) (46,773) Taxes Due 8,436 $ 116,724 $ 11,817 $ 19,401 $ 19,401 $ 26,985 $ 42,153 $ 42,153 $ 72,489 $ 87,657 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% Circuit Breaker Cap 7,479 103,479 103,479 103,479 103,479 103,479 103,479 103,479 103,479 103,479 Debt Service(0.3840%of Net AV) 957 13,245 957 1,572 1,572 2,186 3,415 3,415 5,873 7,101 Max Tax Under the Cap 8.436 116,724 104,436 105,051 105,051 105,665 106,894 106,894 109,352 110,580 Combined Year Abatement Current Taxes New Net Taxes Current& Taxes Abated Due Projected Tax Paid New Taxes 1 100% $ 8,436 $ 108,288 $ 116,724 $ (104,907) $ 11,817 2 95% 8,436 108,288 116,724 (97,323) 19,401 3 95% 8,436 108,288 116,724 (97,323) 19,401 4 90% _ 8,436 108,288 116,724 (89,739) 26,985 5 80% 8,436 108,288 116,724 (74,571) 42,153 6 80% 8,436 108,288 116,724_ _ (74,571) 42,153 7 60% 8,436 108,288 116,724 (44,235) 72,489 8 50% 8,436 108,288 116,724 (29,067) 87,657 Total: 67,490 866,304 933,794 (611,740) 322,055 ny 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 City of South Bend Instructions:Complete pages 1-3 AND the proper Form SB-1 for Petition for Incentives the type ofabatement(realIncentives 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 Project Number Legal name as registered with Secretaryof State RSPG Global Consulting LLC Business structure Domestic Limited Liability Company Company website n/a Proposed Project Information Proposed project address 225,227,229 S. Michigan Street Parent company name RSPG Global Consulting LLC City,State,Zip South Bend, IN 46601 Legal owner RSPG Global Consulting LLC Site acreage or acreage required 0.24 Is the real estate owned Ownedorleased? Square feet of facility 38,000 If leased,by whom?n/a Primary Contact Information Primary company contact name Title Christina Miller Address of company contact 1311 Sunnymede Avenue Phone (847)890-5629 City,State,Zip South Bend, IN 46615 Email christina@daintymaid.co Senior Official Information Company senior official name n/a Title Address of company contact Phone if different from above) City,State,Zip Email Consultant Information/Agent Hired business consultant/agent name n/a Consultant release?(Y/N) Address Local economic development partners approval?(Y/N) City,State,Zip Email Project Overview Brief description of your company,project,and why the Our project seeks to reactivate the building known as Center City Place. property is necessary for This includes restoring the historic facade, doing extensive repairs andeconomicgrowth renovations and filling the building with active businesses (we already have 6+ interested businesses: some new, some relocating into South Bend). Our block has been largely vacant for many years, and we feel that creating an active space will help drive interest in developing other unused buildings in our immediate vicinity as well as bringing more traffic to the small businesses currently operating. Certified Technology Park appropriate n/a Is the project in a Tax Incremental Financing TIF)area? If so,which? River West Development Area Have Building Permits been issued?(Y/N) Number of residential units created by Note-Not eligible for abatement if Yes] No project 4-8 rentals If this is a petition for personal property tax abatement,has the equipment been installed? No Investment Details Public Infrastructure needs Has any 504 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? n/a no n/a n/a New Project Investments Calendar Year 2023 2024 2025 2026 2027 2028 2029 2030 Land Acquisition Building Lease Payments 85,000.00 Building Purchase Costs 15,000.00 $50,000.00 New Building Construction Existing Building Improvements 4,000,000.00 New Machinery&Equipment 1,000,000.00 Special Tooling/Retooling New Furniture/Fixtures 650,000.00 New Computer/IT Hardware 15,000.00 New Software I 5,000.00 On-site Rail Infrastructure On-site Fiber Infrastructure 20,000 00 TOTAL 0.00 $15,000.00 $6,170,000.00 $655,000.00 $0.00 $0.00 $0.00 I $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year Jobs retained Hourly Cumulative#of net NEW full time Hourly average wage,w/o Total training Total#to be average 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 1 50.00 2025 1 50.00 2026 11 35.00 2027 2028 2029 2030 2031 2032 2033 2034 2035 Provide hourly wage information for new employees in the following positions. Fuil time Part time Laborers 20.00 20 00 Technical Managerial 35.00 S 35.00 Administrative 50.00 Who will be the individual responsible for coordinating with WorkOne on recruiting? n/a Does your company have an EEO hiring policy?, n/a Are you an EEO employer?n/a Please list the number off 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 Year outreach and recruitment efforts for the last 2024 2023 2022 three years as well as current policies. Full Time Part Time Full Time Part Time Full Time Part Time Black Hispanic Asian Indian Female 1 Other 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 I 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. 1 Construction Related(Contractors): A. Employ Local Companies(75%) Y 20 20 B. Purchase Materials from Local Companies(75%)Y d 20 20 C. Require Employees vs.Independent Contractors Y 1 19 19 D. Require Prevailing Wage N 0 22 E. Require Health Benefits N 0 22 F. Require Retirement Benefits N 0 18 G. Maintain Affirmative Action Plan N 0 20 Sub-total Construction Related: 59 141 2 Wage&Benefit Related(Owner): A. Pay Target Wage Levels Y 33 33 B. Provide Health Benefits Y 34 34 C. Provide Retirement Benefits N 0 29 D. Provide Training Y 28 28 E. Provide Child Care N 0 15 F. Provide Transportation Assistance N 0 14 G. Provide Employer Assisted Housing program N 0 9 Sub-total Wage&Benefit Related: 95 162 3 Workforce Related: A. Create New Jobs Y 42 42 B. Retain Existing Jobs Y 41 41 C. Maintain Affirmative Action Plan Y 35 35 D. Provide Targeted Hiring Preference N 34 Sub-total Workforce Related: 118 152 4 Support a Municipal Facility: Support a SB Municipal Facility(donations to the A zoo,conservatory,museum,etc.) N 0 84 Name of Facility Sub-total Municipal Facility: a 84 Sub-total from Above: 272 539 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 Soutb,Bend Municipal Code Sec.2-76 et seq.,for this petition state the above. Submitted By: / 1 /( it,G-._k7?112,. Date:1/7/25 I For Staff Use Only Below This Line What is the current assessed value? Real Property: 249,300 Personal Property: What is the projected assessed value? Real Property: 3,449,300 Personal Property: What is the tax key number(s)for this project? 71-08-12-157-009.000-026/71-08-12-157-010.000-026 What is the six digit NAICS code? 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 2023/Pay 2024 12,699.86 Tax Year 2022/Pay 2023 8,353.06 Tax Year 2021/Pay 2022 7,739.08 Tax Year 2020/Pay 2021 15,753.72 Tax Year 2019/Pay 2020 1 1,815.51 Please fill out the following Public Benefit Summary Information and add to total from above. Y or N) Points Points Public Benefit Item: Project Related: 5 A. Redevelop a Site that has Special Needs Y 49 B. Develop Based on Local University Research N 35 C. Achieve a Physical Element of a Plan Y 36 Sub-total Project Related: 120 6 Super Size Projects(point values are cumulative): A. 100%to 199% Y 25 B. 200%to 299% Y 68 C. 300%to 399% Y 65 D. 400%and Over Y 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 C. Pay for 51-75%of Extersion Cost N 39 D. Pay for 76-100%of Extension Cost N 52 Sub-total Infrastructure Related: 131 Total from Applicant Section: 272 539 Total from Staff Section: 295 461 Total Public Benefit Points: 567 1000 T•.9. STATEMENT OF BENEFITS 2024 PAY 2025 REAL ESTATE IMPROVEMENTS i, i State Form 51767(R7/1-21) 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 l V Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) p tpropertyidivdual em and ployeesoyees by ecific salaries paidPI Y Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per IC 6-1.1-12.1-5.1. 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 the redevelopment or rehabilitation of real property 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 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 after April 10. A property owner who failed to file a deduction application within the prescribed deadline may file an application between January 1 and May 10 of a subsequent year. 4. A property owner who files 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 is applicable. IC 6-1.1-12.1-5.1(b) 5. 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. For a Form SB-1/Real Property that is approved prior 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 RSPG Global Consulting LLC Address of taxpayer Number and Street: 54739 Windingbrook Dr City, Mishawaka State: IN ZIP: 46545 Name of contact person Telephone number E-mail address First Name_ Christina Last Name- Miller christina@daintymaid.co 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 City State ZIP County DLGF taxing district number 225 &229 S. Michigan Stree South Bend IN 46601 St. Joseph 026(South Bend-Portage) Description of real property improvements,redevelopment,or rehabilitation(use additional sheets if necessary) Estimated start date(month,day,year) Project seeks to reactivate the building known as Center City Place. This includes 3/1/2025 restoring the historic facade, doing extensive repairs and renovations and filling the Estimated completion date(month,day,year) building with active businesses. 12/31/2027 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained Salaries Number Additional Salaries 11 800800 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 0 210700 Plus estimated values of proposed project 4000000 3200000 Less values of any property being replaced 0 0 Net estimated values upon completion of project 4000000 3410700 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) Estimated hazardous waste converted(pounds) Other benefits The 200 S. Michigan Street block has been largely vacant for many years, and we feel that creating an active space will help drive interest in developing other unused buildings in our immediate vicinity as well as bringing more traffic to the small businesses currently operating. SECTION 6 TAXPAYER CERTIFICATION I hereby ce ify that the representations in this statement are true. Signature of t ' ed repr[ls ntative Date signed(month,day,year) 64 _ 1/7/252174 Printed na of authorized representative Title Christina R. Miller Representative 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 12/31/2027 . 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 Yes 0 No 2.Residentially distressed areas Yes No C. The amount of the deduction applicable is limited to$N/A D. Other limitations or conditions(specify) N/A E. Number of years allowed: Year I Year 2 Year 3 0 Year 4 Year 5 (*see below) Year 6 Year 7 Year 8 Year 9 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? tEl Yes 0 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,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. 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 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.(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. 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Filed in Clerk's Office CITY OF SOUTH BEND COMMUNITY INVESTMENT J l n Q • u .� Bianca Tirado City Clerk, South Bend, IN January 8, 2025 Council Member Troy Warner Chairperson, Community Investment Committee South Bend Common Council 4th Floor, County-City Building South Bend, Indiana 46601 RE: Reconfirming Resolutions (2): Real Property Tax Abatement and Personal Property Tax Abatement for Greenleaf Holdco LLC Dear Council Member Warner, Please find enclosed two resolutions that would reconfirm a real property tax abatement and personal property tax abatement, respectively, for Greenleaf Holdco LLC, the owner of the parcels for Pure Green Farms, located at 3820 W. Calvert Street in South Bend. On February 14, 2022, the Common Council of South Bend adopted Confirming Resolution 4941-22, which confirmed Declaratory Resolution 4939-22 to establish a nine-year (9) real property tax abatement for an expansion project by Pure Green Farms. Also on February 14, 2022, the Common Council adopted Confirming Resolution 4945-22, which confirmed Declaratory Resolution 4944-22 to establish a five-year (5) personal property tax abatement for equipment to be purchased and installed for the expansion. The designation periods for each abatement are set to expire on January 24, 2025. The expansion project has been delayed, and a representative of Pure Green Farms contacted the Department of Community Investment seeking support for an extension of the designation period. According to the company representative, the expansion project is scheduled to begin by mid-2025, and the previously granted tax abatements are necessary for the project to move forward. The Reconfirming Resolutions serve two primary purposes: ( 1) reconfirm the Declaratory Resolution adopted in 2022 and (2) extend the designation period to the end of 2026. A representative from Pure Green Farms will be available to meet with the Committee on Monday, January 13, 2025. If you or any of the other Council members have questions concerning the report or need additional information, please feel free to call me at (57 4) 235- 5838. 0� Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 14005 County-City Building 227 W. Jefferson Blvd. South Bend. Indiana 46601 p 574.235.9371 www.southbendin.gov 25-02 Filed in Clerk's Office JAN i8 BILL NO. 25-02 Bianca Tirado RESOLUTION NO. City Clerk, South Bend, IN A RESOLUTION MODIFYING AND RECONFIRMING THE ADOPTION OF DECLARATORY RESOLUTION NO. 4939-22 DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 3820 West Calvert Street, South Bend, IN 46613 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A NINE-YEAR (9) REAL PROPERTY TAX ABATEMENT FOR Greenleaf Holdco LLC WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as Economic Revitalization Areas for the purpose of tax abatement consideration; and WHEREAS, Declaratory Resolution No. 4939-22 designated the areas described as: Parcel ID: 018-8112-4237 Parcel Number: 71-08-16-400-004. 000-026 Leal Description: SW SE S OF CALVERT ST 40 AC 16 37 2E Parcel ID: 018-1007-0223 Parcel Number: 71-08-16-400-008. 000-026 Legal Description: SE SWI/4 N1271', W589, SW1349, E1175'SEC 16-37-2E 20/21 SPLIT 32329 6/28/2019 TO 022301 19/20 ANNEX#10625-18 10/26/18 FROM 017- 1007-0223 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, upon proper notice, a public hearing was held, after which the Common Council adopted Confirming Resolution No. 4941-22 on February 14, 2022, confirming the adoption of Declaratory Resolution No. 4939-22; and WHEREAS, the Common Council, through the adoption of Confirming Resolution No. 4941-22, provided a real property tax abatement to Greenleaf Holdco LLC for the construction of a new commercial facility for food production at the parcels designated as an Economic Revitalization Area through the adoption of Declaratory Resolution No. 4939-22; and WHEREAS, Pure Green Farms is an assumed business name of Greenleaf Holdco LLC as certified by the Office of the Secretary of State of the State of Indiana; and WHEREAS, Greenleaf Holdco LLC, operating as Pure Green Farms, plants, grows, harvests, packages, and distributes lettuces grown at an existing greenhouse facility at the parcels designated as an Economic Revitalization Area through the adoption of Declaratory Resolution No. 4939-22; and WHEREAS, Greenleaf Holdco LLC was granted a three-year (3) designation period in Confirming Resolution No. 4939-22, which will expire on January 24, 2025; and WHEREAS, construction on the new commercial facility for food production was delayed by project development challenges and other issues outside of the control of Greenleaf Holdco LLC; and WHEREAS, completion of the project by end of the original designation period was not possible; and WHEREAS, the project will be completed by the end of 2026; and WHEARAS, Greenleaf Holdco LLC has requested that the designation period confirmed by Confirming Resolution No. 4941-22 be extended; and WHEREAS, the Common Council desires to reconfirm the designation of certain areas designated by Declaratory Resolution No. 4939-22 and confirmed by Confirming Resolution No. 4941-22 as an Economic Revitalization Area for purposes of a nine-year (9) real property tax abatement; and WHEREAS, the Common Council desires to extend the designation period confirmed by Confirming Resolution No. 4941-22; and NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, n as follows: SECTION I. The Common Council hereby reconfirms Declaratory Resolution No. 4939-22 and Confirming Resolution No. 4941-22 for purposes of a nine-year(9)real property tax abatement. SECTION II. The designation as an Economic Revitalization Area for purposes of a nine-year(9) real property tax abatement expires on December 31, 2026. SECTION III. The Common Council hereby determines that Greenleaf Holdco LLC is qualified and is granted property tax deduction for a period of nine (9) years as shown in Section VI of Declaratory Resolution No. 4939-22 and further determines that the petition, the Statement of Benefits, and the Memorandum of Agreement between Greenleaf Holdco LLC and the City of South Bend associated with Declaratory Resolution No. 4939-22 as adopted on January 24, 2022, and Confirming Resolution No. 4941-22 as adopted on February 14, 2022, comply with Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12 et seq. SECTION IV. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. Canneth Lee, 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 2025, at o'clock .m. Bianca Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2025,at o'clock m. James Mueller, Mayor City of South Bend 9-Year Abatement January 8.2025 Greenleaf Holdco LLC Filed in Clerk's Office South Bend Portage Township Commerical Development Real Property Tax Abatement Schedule JAN U 8 ZJ1'5 Type of Property: Greenhouse Estimated Project Cost: $12,000,000 Addition Bianca Tirado Property Address: 3820W.CalvertStreet City Clerk, South Bend, IN Tax Key Number: 71-08-16-400-004.000-026;71-08-16-400-008.000-026 Without un t Abatement Year 1 Year 2 Year 3 Year 4 Year year Year 7 Y ar Year Assessed Value(AV) Land 230.500 $ 230,500 $ 230,500 $ 230,500 $ 230,500 $ 230,500 $ 230,500 $ 230,500 $ 134,400 $ 134,400 $ 134,400 Structure(Current AV+80%Project Cost 5,179,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 Gross Assessed Value 5,410,000 15,010,000 15,010,000 15,010,000 15,010,000 15,010,000 15,010,000 15,010,000 14,913,900 14,913,900 14,913,900 Abatement 100%100%100% 100%100%90%80%70%60% Abatement Deduction 9,600,000) (9,600,000) (9,600,000) (9,600,000) (9,600,000) (8,640,000) (7,680,000) (6,720,000) (5,760,000) Net Assessed Value 5,410,000 15,010,000 5,410,000 5,410,000 5,410,000 5,410,000 5,410,000 6,370,000 7,233,900 8,193,900 9,153,900 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) 289,695 803,755 289,695 289,695 289,695 289,695 289,695 341,101 387,361 438,767 490,173 Local Tax Credit(12.3682%of GT-DS)33,261) (92,281) (33,261) (33,261) (33,261) (33,261) (33,261) (39,163) (44,474) (50,376) (56,278) Circuit Breaker Credit 74,321) (204,497) (2,264) (2,264) (2,264) (2,264) (2,264) (2,264) Taxes Due 182.113 $ 506,977 $ 254,170 $ 254,170 $ 254,170 $ 254,170 $ 254,170 $ 299,674 $ 342,887 $ 388,391 $ 433,895 Circuit Breaker Cap 161,339 449,339 449,339 449,339 449,339 449,339 449,339 449,339 447,417 447,417 447,417 Debt Service(0.3840%off Net AV) 20,774 57,638 20,774 20,774 20,774 20,774 20,774 24,461 27,778 31,465 35,151 Max Tax Under the Cap 182,113 506,977 470,113 470,113 470,113 470,113 470,113 473,800 4 75.195 478,882 482,568 Combined Year Abatement Current Taxes New Net Taxes Current& Taxes Abated Due Projected Tax Paid New Taxes 1 100% $ 182,113 $ 324,864 $ 506,977 $ (252,807) $ 254,170 2 100%182,113 324,864 506,977 (252,807) 254,170 3 100%182,113 324,864 506,977 (252,807) 254,170 4 100%182,113 324,864 506,977 (252,807) 254,170 5 100%182,113 324,864 506,977 (252,807) 254,170 6 90% 182,113 324,864 506,977 (207,303) 299,674 7 80% 182.113 324,864 506,977 (164,090) 342,887 8 70% 182.113 324,864 506.977 (118,586) 388,391 9 601/4 182 113 324.864 506 977 (73.082) 433.895 Total: 1,639,021 2,923,776 4,562,797 (1,827,100) 2,735,697 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2023 Payable 2024. Iii, 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 5-Year Abatement January 8,2025 Greenleaf Holdco LLC South Bend Portage Township Personal Property Tax Abatement Schedule' Estimated Equipment Cost: $ 70,030,000 Asset Pool: Pool#4(13 years and longer) Property Address: 3820 W.Calvert Street Tax Key Number: TBD Year 1 Year 2 Year 3 Year 4 Year 5 Assessed Value(AV) True Tax Value(TTV) 40°%o 60% 63% 54% 46% New Base(Equipment Cost x TTV) 28,012,000 42,018,000 44,118,900 37,816,200 32,213,800 Abatement 100% 100% 100% 100% 100% Abatement Deduction 28,012,000) (42,018,000) (44,118,900) (37,816,200) (32,213,800) Net Assessed Value Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) Debt Service(0.3840%of Net AV) Local Tax Credit(12.3682%of GT-DS) Circuit Breaker Credit Taxes Due S S Circuit Breaker Cap 3% 3% 3% 3% 3% 840,360 1,260.540 1,323,567 1.134.486 966.414 ax Year Abatement New TaxProj Paid Taxes Abated Net a es 1 1009/0 $ 947.926 $ (947,926) $ 2 100% 1,421,889 (1,421,889) 3 100% 1,492,984 (1,492,984) 4 100% 1,279,700 (1,279.700) 5 100% 1.090.115 (1.090.1 15) Years 1-5 Total: 6,232,614 (6,232,614) Years 0-10Total: 3,531,025 3.531,025 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. Department of Community Investment I City of South Bend c*iria6 a STATEMENT OF BENEFITS 2025 PAY 2025 REAL ESTATEIMPROVEMENTS 1 ) FORM SB-1/Real Property kW 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 111 Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of id to individualvrty and specific salariesties P P paid employees by the Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per IC6-1.1-12.1-5.1. 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 the redevelopment or rehabilitation of real property 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 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 after April 10. A property owner who failed to file a deduction application within the prescribed deadline may file an application between January 1 and May 10 of a subsequent year. 4. A property owner who files 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 is applicable. IC 6-1.1-12.1-5.1(b) 5. 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. For a Form SB-1/Real Property that is approved prior 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 Greenleaf Holdco LLC Address of taxpayer Number and Street: 3820 W. Calvert Street City South Bend state: IN ZIP. 46613 Name of contact person Telephone number E-mail address Hest Name Joe I ast Name: McGuire 863) 370-3154 jmcguire@gopgf.com 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 City State LIP 1 County DLGF taxing district number 3820 W. Calvert Street South Bend IN 46613 St. Joseph 026(South Bend-Portage) Description of real property improvements,redevelopment,or rehabilitation(use additional sheets if necessary) Estimated start date(month,day.year) Continued development of 64-acre parcel of unused farmland into state-of-the-art hydroponic greenhouse complex.Expand existing 4/1/2025 4-acre facility by adding additional vegetable growing greenhouses.Estimate between 15 to 20 more acres of the unused property can be transformed into an environmentally sustainable and aesthetically pleasing agricultural showplace and manufacturing hub that will Estimated completion date(month,day year) produce and distribute fresh produce for the entire Midwest region. 12/31/2026 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained Salaries Number Additional Salaries 25 1,650,000 25 1,650,000 75 2,750,000 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 2,270,000 5,179,500 Plus estimated values of proposed project 12,000,000 9,600,000 Less values of any property being replaced 0 0 Net estimated values upon completion of project 14,270,000 14,779,500 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) o Estimated hazardous waste converted(pounds) o Other benefits Benefits will include job development and significant technological advancements and opportunities for the region.Expansion will maximize cultivation of unused land and will establish region as a nationally recognized hub of agricultural food supply and commerce generation. Developed facilities will augment the current development of the Olive St. Road Corridor project and neighboring casino property through the availability of tourism and expanding educational opportunities for area high schools, universities,and career exploration programs.Current interest in our facility has been extremely robust and we expect it will vastly increase as the facility expands,promoting tourism.Complex will produce a variety of local,fresh vegetables while maximizing environmentally sustainable,conservation friendly,and ecologically enhancing practices. SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative Date signed(month,day,year) Printed name of authorized representative Title 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 IZI Yes No 2.Residentially distressed areas Yes No C. The amount of the deduction applicable is limited to$ N/A D. Other limitations or conditions(specify)N/A E. Number of years allowed: Year 1 Year 2 El Year 3 Year 4 Year 5 (*see below) Year 6 Year 7 Year 8 0 Year 9 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,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. 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 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.(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 4. 4*• STATEMENT OF BENEFITS FORM SB-1 /PPa' t PERSONAL PROPERTY t State Form 51764(R5/1-21)j PRIVACY NOTICE Prescribed by the Department of Local Government Financeei. Any information concerning the cost of the property and specific salaries paid to individual employees by the property owner is confidential per IC 6-1.1-12.1-5.1. 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 distribution 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 prior 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 person Greenleaf Holdco LLC dba Pure Green Farms First Name: Joe Last Name.McGuire Address of taxpayer umber and Street City State ZIP Telephone number Email 3820 W. Calvert.Street South Bend IN 46613 (863)370-3154 jmcguire@gopgf.com 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 ZIP County DLGF taxing district number 3820 W. Calvert Street South Bend IN 46613 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.) Refer to supplemental sheet Manufacturing Equipment 4/1/2025 12/31/2026 R&D Equipment Logist Dist Equipment IT Equipment 4/1/2025 12/31/2026 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained Salaries Number Additional Salaries 25 1,650,000 25 1,650,000 75 2,750,000 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT NOTE:Pursuant to IC 6-1.1-12.1-5.1 (d)(2)the MANUFACTURING R&D EQUIPMENT LOGIST DIST IT EQUIPMENT EQUIPMENT EQUIPMENT COST of the property is confidential. ASSESSED ASSESSED ASSESSED ASSESSED COST VALUE COST VALUE COST VALUE COST VALUE Current values 21,000,000 80,000 Plus estimated values of proposed project 70,000,000 30,000 Less values of any property being replaced Net estimated values upon completion of project $91,000,000 $0 0 0 o 0 $110,000 $0 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) 0 Estimated hazardous waste converted(pounds) 0 Other benefits. Refer to supplemental sheet SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative Date signed(month.day.year) Printed name of authorized representative Ttle Page 1 of 2 FOR USE OF THE DESIGNATING BODY We have reviewed our prior actions relating to the designation of this economic revitalization area and find that the applicant meets the general standards adopted in the resolution previously approved by this body. Said resolution, passed under IC 6-1.1-12.1-2.5, provides for the following limitations as authorized under IC 6-1.1-12.1-2. A. The designated area has been limited to a period of time not to exceed N/A calendar years*(see below). The date this designation expires is 12/31/2026 NOTE:This question addresses whether the resolution contains an expiration date for the designated area. B. The type of deduction that is allowed in the designated area is limited to: 1 . Installation of new manufacturing equipment; Yes No Enhanced Abatement per IC 6-1.1-12.1-18 2. Installation of new research and development equipment; Yes N o Check box if an enhanced abatement was 3. Installation of new logistical distribution equipment. ElYes El N o approved for one or more of these types. 4. Installation of new information technology equipment; El Yes N o C.The amount of deduction applicable to new manufacturing equipment is limited to$ N/A cost with an assessed value of N/A One or both fines 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: Year 1 Year 2 Year 3 El Year 4 Year 5 Enhanced Abatement per IC 6-1.1-12.1-18 Number of years approved: El Year 6 Year 7 El 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 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, 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 2 of 2 Filed in-Cie-n Clerk's Office Pure Green Farms Supplemental Sheet y DAWN j.JONES Form SB-1/PP Section 2: Description of Manufacturing Equipment and "st.t l rs` ?li1THBEND,IN Benefits Our current location in South Bend is situated strategically and employs advanced technology to promote a safe and sustainable environment in which to grow its leafy greens(additional vegetable/fruit varieties are being researched). With the use of sun and minimal reliance on artificial light, energy efficiency is maximized.The current site rests on a 64-acre purchased parcel that can potentially expand up to 300 acres. The growing and packing systems are the most advanced in the industry,allowing for very minimal human hands touching the product. Robotics, sensors and video technology are installed throughout the greenhouse and the harvesting area. This streamlines our farm to table process and gives our customers peace of mind that they are getting their greens safely and sooner for a better-quality experience. The current(and all future additional) greenhouses deploy advanced automated growing systems that control and regulate all processing, growing,harvesting and production evolutions in the produce cycle.The greenhouse uses innovative climate management technologies to monitor and control the heating,the lighting,the air movement,general atmosphere,and concentration of CO2. Multiple screens in the greenhouse growing enclosures help manage light and temperature.The operations are also economically sustainable, utilizing recycling and using an estimated 90% less water compared to field grown lettuce or operating in a fully pest free environment. As the greens grow,automated gutters move and adjust to allow for increased spacing between plants. This helps the company achieve space efficiency throughout the facility. Labor efficiency is also significantly improved through Pure Green's automatic seeding,harvesting, and packing technology. Food safety is also top of mind at Pure Green.The indoor farm environment is pesticide-free and uses less water, meaning Pure Green's products are fresh,crisp,and offer the buy-side a long shelf life.Unique,high-quality varieties distributed to a select region maximize natural resources and minimize shrink and overall waste. MEMORANDUM OF AGREEMENT REAL PROPERTY TAX ABATEMENT) This Memorandum of Agreement (Agreement) dated as of January 7, 2025, serves as confirmation of a commitment by Greenleaf Holdco LLC (the "Applicant"), pending a January 13, 2025,public hearing,to comply with the project description,job creation and retention(and associated wage rates and salaries) figures contained in its petition, Statement of Benefits, and attachments and this Agreement. 1. Property Associated with the Abatement and Responsibilities of the Applicant. At the time of this Agreement, the property is located at 3820 West Calvert Street, South Bend, Indiana 46613, and has Key Numbers 71-08-16-400-004.000-026 and 71-08-16-400-008.000-026. Throughout the duration of the abatement, the Applicant shall promptly report any changes in the address or Key Number of the property receiving the abatement to the Department of Community Investment and to the Office of the City Clerk. Moreover, the Applicant also shall report any material changes or improvements made to the property subject to the abatement including changes as the result of subdividing,replatting,or otherwise. The Applicant agrees that failure to promptly report changes can result in a finding of noncompliance on behalf of the Applicant under the commitments of this Agreement. 2. Commitments of City and Applicant. Subject to the adoption of a Declaratory Resolution and a Confirmatory Resolution by the South Bend Common Council(the"SBCC"),the City of South Bend, Indiana, (the "City") commits to provide a nine-year (9) real property tax abatement for the Applicant,based on the Applicant's commitment set forth in its Application. The Applicant commits to the following(the"Commitments"): a) making total combined real property expenditures of no less than Twelve Million Dollars 12,000,000.00) for the construction of a new structure covering approximately 65 acres at property identified in Section 1 of this Agreement; b)retaining twenty-five(25)permanent full-time jobs with a total estimated annual payroll of 1,650,000 and creating at least seventy-five (75) permanent full-time jobs with a total estimated annual payroll of$2,750,000 within the first three years of the tax abatement. During the first year of the abatement, the Applicant's lowest paid permanent full-time employee shall be compensated at an hourly rate of at least Fifteen Dollars ($15.00) per hour ("Minimum Wage Rate"), and, in all subsequent years of the abatement,the Minimum Wage Rate of the Applicant shall increase by at least two percent(2%)over the previous year. c)acting in good faith to complete the project as described in its Application. 3. Applicant's Compliance with City and State Laws. During the term of the abatement, the Applicant shall comply with Chapter 2, Article 6, of the South Bend Municipal Code, entitled "Tax Abatement Procedures," and all governing provisions of the Indiana Code. During the term of this abatement,the City may annually request information from the Applicant concerning the nature of the Project, the approved capital expenditure of the Project, the number of full-time permanent positions 1 newly created by the Project, and the average wage rates and salaries(excluding benefits&overtime) associated with the positions, and the Applicant shall provide the City with adequate written evidence thereof within fifteen (15) days of such request (the "Annual Survey"). The City shall utilize this information and the information required to be filed by the Applicant in the CF-1 Compliance with the Statement of Benefits form to verify that the Applicant has at all times complied with the Commitments after the Commitment Date and during the duration of the abatement and for no other purpose. The Applicant further agrees to provide the City with such additional information as requested by the City to determine Applicant's compliance with the Commitments and with local and state requirements within twenty(20) days following any such request. Notwithstanding anything herein to the contrary, the Applicant acknowledges that the City may be required to disclose certain documents provided by the Applicant as required by a court order or applicable law. 4. Substantial Compliance and Rights of Termination. The City, by and through the SBCC, reserves the right to terminate the Economic Revitalization Area designation and associated property tax abatement deductions if it reasonably determines that the Applicant has not made reasonable efforts to substantially comply with all the Commitments, as defined in Section 2 of this Agreement,and the Applicant's failure to substantially comply with the Commitments was not due to factors beyond its reasonable control, as described in Section 5 below. 5. Factors Beyond Control. As used in this Agreement, factors beyond the control of the Applicant shall only include factors not reasonably foreseeable at the time of designation application and submission of Statement of Benefits which are not caused by any act or omission of the Applicant, and which materially and adversely affect the ability of the Applicant to substantially comply with this Agreement. Applicant has the burden to communicate to the City any such factors in which it believes is beyond its control and impacting its ability to fulfill the terms of this Agreement or any tax abatement benefit provided to the City. The City reserves the right to investigate the factors cited by Applicant under this Section 5 to the fullest extent possible and may deny Applicant's request upon the completion of the City's investigation. 6. Repayment of Tax Abatement Savings. If at any time during the term of this Agreement the Applicant shall: (a)be delinquent or in default with respect to any tax payment in St. Joseph County, Indiana;or(b)cease operations at the facility for which the tax abatement was granted;or(c)announce the cessation of operations at such facility, then the City may immediately terminate the Economic Revitalization Area designation and associated tax abatement deductions, and upon such termination, require Applicant to repay all of the tax abatement savings received through the date of such termination. 7. Notice/Hearing of Termination. In the event that the City determines that the Economic Revitalization Area designation and associated tax abatement deductions should be terminated or that all or a portion of the tax abatement savings should be repaid, it will give the Applicant notice of such determination, including a written statement calculating the amount due from the Applicant, and will provide the Applicant with an opportunity to meet with the City's designated representatives to show cause why the abatement should not be terminated and/or the tax savings repaid. Such notice shall state the names of the person with whom the Applicant may meet and will provide that the Applicant shall have thirty (30) days from the date of such notice to arrange such meeting and to provide its evidence concerning why the abatement termination and/or tax savings repayment should not occur. 2 If,after giving such notice and receiving such evidence, if any,the City determines that the abatement termination and/or the tax repayment action is proper, the Applicant shall be provided with written notice and a hearing before the SBCC before any final action shall be taken terminating the abatement and/or requiring repayment of tax benefits. The Applicant shall be entitled to appeal that determination to a St. Joseph County Superior or Circuit Court. 8. Repayment. In the event the City requires repayment of the tax abatement savings as provided hereunder, it shall provide Applicant with a written statement calculating the amount due (the Statement"), and Applicant shall make such repayment to the City within one hundred twenty (120) days of the date of the Statement. If the Applicant does not make timely repayment, the City shall be entitled to all reasonable costs and attorneys' fees incurred in the enforcement of this Agreement and the collection of the tax abatement savings required to be repaid hereunder. 9. Voidance of Previous Agreement.This Agreement supersedes the Memorandum of Agreement dated March 10,2022, as agreed to by the Applicant and the City. 10. Modification/Entire Agreement. This Agreement and the schedules attached hereto as Exhibit A contain the entire understanding between the City and the Applicant with respect to the subject matter hereof, and supersede all prior and contemporaneous agreements and understandings, inducements, and conditions, expressed or implied, oral, or written, except as herein contained. This Agreement may not be modified or amended other than by an agreement in writing signed by the City and the Applicant. The Applicant understands that any and all filings required to be made or actions required to be taken to initiate or maintain the abatement are solely the responsibility of the Applicant. 11. Waivers. Neither the failure nor any delay on the part of the City to exercise any right,remedy, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial exercise of any right, remedy,power, or privilege preclude any other or further exercise of the same or of any other right,remedy,power,or privilege with respect to any occurrence or be construed as a waiver of such right,remedy,power,or privilege with respect to any other occurrence. No waiver shall be effective unless it is in writing and is signed by the party asserted to have granted such waiver. 12. Notices. All notices, requests, demands, and other communications required or permitted under this Agreement shall be in writing and shall be deemed to have been received when delivered by hand or by facsimile (with confirmation by registered or certified mail) or on the third business day following the mailing,by registered or certified mail,postage prepaid,return receipt requested,thereof, addressed as set forth below: If to Applicant: Greenleaf Holdco,LLC 3820 W. Calvert St, South Bend,Indiana 46613 Attn: Joe McGuire If to the City: City of South Bend, Indiana 227 W. Jefferson Boulevard, Suite 1400S South Bend,Indiana 46601 Attn: Executive Director of Community Investment 3 13. Governing Laws of Indiana. This Agreement and all questions relating to its validity, interpretation,performance,and enforcement shall be governed by the laws and decisions of the courts of the State of Indiana. 14. Applicant's Consent to Jurisdiction. The Applicant hereby irrevocably consents to the jurisdiction of the Courts of the State of Indiana and of the St.Joseph County Circuit or Superior Court in connection with any action or proceeding arising out of or relating to this Agreement or any documents or instrument delivered with respect to any of the obligations hereunder, and any action related to this Agreement shall be brought in such County and in such Court. 15. Assignment and Transfer Prohibited. This Agreement shall be binding upon and inure to the benefit of the City and the Applicant and their successors and assigns, except (a) that no party may assign or transfer its rights or obligations under this Agreement without the prior written consent of the other party hereto, in which consent shall not be unreasonably withheld, and (b) Applicant may assign and transfer its rights under this Agreement to the Permitted Assign without prior written consent. "Permitted Assign" means the affiliated single purpose entity created for purposes of designing, constructing, owning, operating, and maintaining the project which is the subject of this Agreement. 16. Valid and Binding Agreement. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original as against any party whose signature appears thereon, and all of which shall together constitute one and the same instrument. By executing this Agreement, each person so executing affirms that he has been duly authorized to execute this Agreement on behalf of such party and that this Agreement constitutes a valid and binding obligation of the party. 17. Severability. The provisions of this Agreement and of each section or other subdivision herein are independent of and separable from each other,and no provision shall be affected or rendered invalid or unenforceable by virtue of the fact that for any reason any other or others of them may be invalid or unenforceable in whole or in part unless this Agreement is rendered totally unenforceable thereby. 18. No Personal Liability. No official, director, officer, employee, or agent of the City shall be charged personally by the Applicant, its employees, or its agents with any liabilities or expenses of defense or be held personally liable to the Applicant under any term or provision of this Agreement or because of the execution by such party of this Agreement or because of any default by such party hereunder. Remainder of page intentionally blank.' 4 IN WITNESS WHEREOF.the parties hereto have executed this Agreement as of the day and year first above written. Applicant" City" Greenleaf Holdco, LLC City of South Bend,Indiana By: By: Joe McGuire Sharon McBride Chief Executive Officer President, South Bend Common Council Approved as to Legal Adequacy and Form this By: day of 20)5. Troy Warner Chairperson,Community Investment Committee Counsel, South Bend Common Council By: Erik Glavich Department of Community Investment Counsel for Applicant By: James Mueller Mayor 5 EXHIBIT A Abatement Schedule Subject to the adoption by the SBCC of a resolution reconfirming the adoption of Declaratory Resolution No. No. 4939-22, the property owner is qualified for and is granted a real property tax abatement for a period of nine (9)years as shown by the schedule outlined below. Year 1 - 100% Year 2 - 100% Year 3 - 100% Year 4 - 100% Year 5 - 100% Year 6- 90% Year 7- 80% Year 8- 70% Year 9- 60% 6 MEMORANDUM OF AGREEMENT PERSONAL PROPERTY TAX ABATEMENT) This Memorandum of Agreement (Agreement) dated as January 7, 2025, serves as confirmation of a commitment by Greenleaf Holdco LLC (the "Applicant"), pending a January 13, 2025,public hearing,to comply with the project description,job creation,and retention(and associated wage rates and salaries) figures contained in its petition, Statement of Benefits, and attachments and this Agreement(Commitments). 1. Commitments of City and Applicant. Subject to the adoption of a Declaratory Resolution and a Confirmatory Resolution by the South Bend Common Council(the"SBCC"),the City of South Bend, Indiana, (the "City") commits to provide a five-year (5) personal property tax abatement for the Applicant,based on the Applicant's commitment set forth in its Application. The Applicant commits to the following(the"Commitments"): a) making a capital expenditure of no less than Sixty-Eight Million Dollars($68,000,000.00) associated with the purchase of new logistical distribution equipment for Greenleaf Holdco located at 3820 W Calvert Street, South Bend, IN 46613, and has Key Numbers 71-08-16-400-004.000-026 and 71-08-16-400-008.000-026. b)retaining twenty-five(25)permanent full-time jobs with a total estimated annual payroll of 1,650,000 and creating at least seventy-five (75) permanent full-time jobs with a total estimated annual payroll of$2,750,000 within the first three years of the tax abatement. During the first year of the abatement, the Applicant's lowest paid permanent full-time employee shall be compensated at an hourly rate of at least Fifteen Dollars($15.00)per hour("Minimum Wage Rate"),and,in all subsequent years of the abatement,the Minimum Wage Rate of the Applicant shall increase by at least two percent 2%)over the previous year. c)acting in good faith to complete the project as described in its Application. 2. Applicant's Compliance with City and State Laws. During the term of the abatement, the Applicant shall comply with Chapter 2, Article 6, of the South Bend Municipal Code, entitled "Tax Abatement Procedures," and all governing provisions of the Indiana Code. During the term of this abatement,the City may annually request information from the Applicant concerning the nature of the Project, the approved capital expenditure of the Project, the number of full-time permanent positions newly created by the Project, and the average wage rates and salaries(excluding benefits&overtime) associated with the positions, and the Applicant shall provide the City with adequate written evidence thereof within fifteen (15) days of such request (the "Annual Survey"). The City shall utilize this information and the information required to be filed by the Applicant in the CF-1 Compliance with the Statement of Benefits form to verify that the Applicant has at all times complied with the Commitments after the Commitment Date and during the duration of the abatement and for no other purpose. The Applicant further agrees to provide the City with such additional information as requested by the City to determine Applicant's compliance with the Commitments and with local and state requirements within twenty(20)days following any such request.Notwithstanding anything herein to the contrary, the Applicant acknowledges that the City may be required to disclose certain documents provided by the Applicant as required by a court order or applicable law. 1 3. Substantial Compliance and Rights of Termination. The City, by and through the SBCC, reserves the right to terminate the Economic Revitalization Area designation and associated property tax abatement deductions if it reasonably determines that the Applicant has not made reasonable efforts to substantially comply with all the Commitments, as defined in Section 1 of this Agreement,and the Applicant's failure to substantially comply with the Commitments was not due to factors beyond its reasonable control,as described in Section 4 below. 4. Factors Beyond Control. As used in this Agreement, factors beyond the control of the Applicant shall only include factors not reasonably foreseeable at the time of designation application and submission of Statement of Benefits which are not caused by any act or omission of the Applicant, and which materially and adversely affect the ability of the Applicant to substantially comply with this Agreement.Applicant has the burden to communicate to the City any such factors in which it believes is beyond its control and impacting its ability to fulfill the terms of this Agreement or any tax abatement benefit provided to the City. The City reserves the right to investigate the factors cited by Applicant under this Section 4 to the fullest extent possible and may deny Applicant's request upon the completion of the City's investigation. 5. Repayment of Tax Abatement Savings. If at any time during the term of this Agreement the Applicant shall: (a) be delinquent or in default with respect to any tax payment in St. Joseph County, Indiana;or(b)cease operations at the facility for which the tax abatement was granted;or(c)announce the cessation of operations at such facility, then the City may immediately terminate the Economic Revitalization Area designation and associated tax abatement deductions, and upon such termination, require Applicant to repay all of the tax abatement savings received through the date of such termination. 6. Notice/Hearing of Termination. In the event that the City determines that the Economic Revitalization Area designation and associated tax abatement deductions should be terminated or that all or a portion of the tax abatement savings should be repaid, it will give the Applicant notice of such determination, including a written statement calculating the amount due from the Applicant, and will provide the Applicant with an opportunity to meet with the City's designated representatives to show cause why the abatement should not be terminated and/or the tax savings repaid. Such notice shall state the names of the person with whom the Applicant may meet and will provide that the Applicant shall have thirty (30) days from the date of such notice to arrange such meeting and to provide its evidence concerning why the abatement termination and/or tax savings repayment should not occur. If,after giving such notice and receiving such evidence, if any,the City determines that the abatement termination and/or the tax repayment action is proper, the Applicant shall be provided with written notice and a hearing before the SBCC before any final action shall be taken terminating the abatement and/or requiring repayment of tax benefits. The Applicant shall be entitled to appeal that determination to a St. Joseph County Superior or Circuit Court. 7. Repayment. In the event the City requires repayment of the tax abatement savings as provided hereunder, it shall provide Applicant with a written statement calculating the amount due (the Statement"),and Applicant shall make such repayment to the City within one hundred twenty(120) days of the date of the Statement. If the Applicant does not make timely repayment, the City shall be entitled to all reasonable costs and attorneys' fees incurred in the enforcement of this Agreement and the collection of the tax abatement savings required to be repaid hereunder. 2 8. Voidance of Previous Agreement. This Agreement supersedes the Memorandum of Agreement dated March 10,2022,as agreed to by the Applicant and the City. 9. Modification/Entire Agreement. This Agreement and the schedules attached hereto as Exhibit A contain the entire understanding between the City and the Applicant with respect to the subject matter hereof, and supersede all prior and contemporaneous agreements and understandings, inducements, and conditions, expressed or implied, oral,or written, except as herein contained. This Agreement may not be modified or amended other than by an agreement in writing signed by the City and the Applicant. The Applicant understands that any and all filings required to be made or actions required to be taken to initiate or maintain the abatement are solely the responsibility of the Applicant. 10. Waivers. Neither the failure nor any delay on the part of the City to exercise any right,remedy, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial exercise of any right, remedy, power,or privilege preclude any other or further exercise of the same or of any other right,remedy,power,or privilege with respect to any occurrence or be construed as a waiver of such right, remedy,power,or privilege with respect to any other occurrence. No waiver shall be effective unless it is in writing and is signed by the party asserted to have granted such waiver. 11. Governing Laws of Indiana. This Agreement and all questions relating to its validity, interpretation,performance,and enforcement shall be governed by the laws and decisions of the courts of the State of Indiana. 12. Applicant's Consent to Jurisdiction. The Applicant hereby irrevocably consents to the jurisdiction of the Courts of the State of Indiana and of the St.Joseph County Circuit or Superior Court in connection with any action or proceeding arising out of or relating to this Agreement or any documents or instrument delivered with respect to any of the obligations hereunder, and any action related to this Agreement shall be brought in such County and in such Court. 13. Notices.All notices,requests,demands,and other communications required or permitted under this Agreement shall be in writing and shall be deemed to have been received when delivered by hand or by facsimile(with confirmation by registered or certified mail)or on the third business day following the mailing,by registered or certified mail,postage prepaid,return receipt requested,thereof,addressed as set forth below: If to Applicant: Greenleaf Holdco,LLC 3820 W Calvert St, South Bend, IN 46613 Atm; Joe McGuire,CEO If to the City:City of South Bend, Indiana 227 W.Jefferson Boulevard, Suite 1400S South Bend, Indiana 46601 Attn: Executive Director of Community Investment 14. Assignment and Transfer Prohibited. This Agreement shall be binding upon and inure to the benefit of the City and the Applicant and their successors and assigns, except that no party may assign or transfer its rights or obligations under this Agreement without the prior written consent of the other party hereto, in which consent shall not be unreasonably withheld. 15. Valid and Binding Agreement. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original as against any party whose signature appears thereon, and all of which shall together constitute one and the same instrument. By executing this Agreement, each person so executing affirms that he has been duly authorized to execute this Agreement on behalf of such party and that this Agreement constitutes a valid and binding obligation of the party. 16. Severability. The provisions of this Agreement and of each section or other subdivision herein are independent of and separable from each other,and no provision shall be affected or rendered invalid or unenforceable by virtue of the fact that for any reason any other or others of them may be invalid or unenforceable in whole or in part unless this Agreement is rendered totally unenforceable thereby. 17. No Personal Liability. No official, director, officer, employee, or agent of the City shall be charged personally by the Applicant, its employees, or its agents with any liabilities or expenses of defense or be held personally liable to the Applicant under any term or provision of this Agreement or because of the execution by such party of this Agreement or because of any default by such party hereunder. Remainder of page intentionally blank.] 4 IN WITNESS WHEREOF,the parties hereto have executed this Agreement as o f the day and year first above written. Applicant" City" Greenleaf Holdco LLC City of South Bend,Indiana By: By: Joe McGuire Sharon McBride Chief Executive Officer President, South Bend Common Council By: Approved as to Legal Adequacy and Form this Troy Warner day of 2025. Chairperson,Community Investment Committee Counsel, South Bend Common Council By: Erik Glavich Department of Community Investment Counsel for Applicant By: James Mueller Mayor 5 EXHIBIT A Abatement Schedule Subject to the adoption by the SBCC of a resolution reconfirming the adoption of Declaratory Resolution No.No. 4944-22, the property owner is qualified for and is granted a personal property tax abatement for a period of five (5)years as shown by the schedule outlined below. Year 1 - 100% Year 2 - 100% Year 3 - 100% Year 4- 100% Year 5 - 100% 6 RESOLUTION No. 4939-22 Passed by the Common Council of the City of South Bend,Indiana January 24, 20 22 aAttest: City Clerk Dawn M.Jones f Attest' President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana Januaryc2S 20 22 Zli,e;3-‹) City Clerk Dawn M.Jones Approved and signed by me Jaimael Z't 20 24 l Mayor BILL NO.22-04 RESOLUTION NO.4939-22 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 3820 W CALVERT STREET,SOUTH BEND IN 46613 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A NINE(9)YEAR REAL PROPERTY TAX ABATEMENT FOR GREENLEAF HOLDCO WHEREAS,a petition for real property tax abatement has been filed with the City Clerk for consideration by the Common Council of the City of South Bend,Indiana requesting that the area located at 3820 W Calvert Street,South Bend IN 46613,which is more particularly described as: Parcel ID: 018-8112-4237 Parcel Number: 71-08-16-400-004.000-026 Leal Description: SW SE S OF CALVERT ST 40 AC 16 37 2E Parcel ID: 018-1007-0223 Parcel Number: 71-08-16-400-008.000-026 Legal Description:SE SW1/4 N1271', W589', SW1349', E1175'Sec 16-37-2e 20/21 Split 32329 6/28/2019 to 022301 19/20 ANNEX#10625-18 10/26/18 from 017- 1007-0223 and which has Key Numbers 018-8112-4237 and 018-1007-0223 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 has agreed to and has accepted responsibility to report any changes in the final legal description and to report the final,appropriate Key Number 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,are 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 this area as an Economic Revitalization Area for purposes of real property tax abatement. SECTION V. The designation as an Economic Revitalization Area shall be limited to three(3) calendar years from the date of the adoption of this Resolution by the Common Council. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of nine (9) 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% Year2- 100% Year 3- 100% Year 4- 100% Year 5- 100% Year 6-90% Year 7-80% Year 8-70% Year 9-60% 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. S/ka,e, C1-31(1- Sharon L.McBride,President South Bend Common Council RESOLUTION No. 4941-22 Passed by the Common Council of the City of South Bend,Indiana February 14, 20 22. Attest: xaa../0 J City Clerk Dawn M.Jones a"1 .rit c344 r Attest' President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana February 14, 20 22 4,/--( 9X f4 City Clerk Dawn M.Jones Approved and signed by me I tlr„r/20 ?i? k/ Mayor BILL NO.22-05 RESOLUTION NO.4941-22 A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND,INDIANA,COMMONLY KNOWN AS 3820 W CALVERT STREET,SOUTH BEND IN 46613 AS AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A NINE(9)YEAR REAL PROPERTY TAX ABATEMENT FOR GREENLEAF HOLDCO WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as Economic Revitalization Areas for the purpose of tax abatement consideration;and WHEREAS, a Declaratory Resolution designated the area commonly known as 3820 W Calvert Street,South Bend IN 46613,and which is more particularly described as follows: Parcel ID: 018-8112-4237 Parcel Number: 71-08-16-400-004.000-026 Leal Description: SW SE S OF CALVERT ST 40 AC 16 37 2E Parcel ID: 018-1007-0223 Parcel Number: 71-08-16-400-008.000-026 Legal Description:SE SWI/4 N1271', W589', SW1349', E1175'Sec 16-37-2e 20/21 Split 32329 6/28/2019 to 022301 19/20 ANNEX#10625-18 10/26/18 from 017- 1007-0223 and which has Key Numbers 018-8112-4237 and 018-1007-0223 be designated as an Economic Revitalization Area;and WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing before the Council has been published pursuant to Indiana Code 6-1.1-12.1-2.5;and WHEREAS, the Council held a public hearing for the purposes of hearing all remonstrances and objections from interested persons;and WHEREAS, the Council has determined that the qualifications for an economic revitalization area have been met. NOW,THEREFORE,BE IT RESOLVED by the Common Council of the City of South Bend,Indiana,as follows: SECTION I. The Common Council hereby confirms its Declaratory Resolution designating the area described herein as an Economic Revitalization Area for the purposes of tax abatement. Such designation is for Real property tax abatement only and is limited to three(3)calendar years from the date of adoption of the Declaratory Resolution by the Common Council. SECTION II. The Common Council hereby determines that the property owner is qualified for and is granted Real property tax deduction for up to a period of nine(9)years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17 and further determines that the petition, the Memorandum of Agreement between the Petitioner and the City of South Bend, and the Statement of Benefits comply with Chapter 2, Article 6,of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12 et seq. Year 1 - 100% Year 2-100% Year 3-100% Year 4- 100% Year 5-100% Year 6-90% Year 7-80% Year 8—70% Year 9—60% SECTION III. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. Sharon L.McBride,President South Bend Common Council RESOLUTION No. 4944-22 Passed by the Common Council of the City of South Bend,Indiana January 24. 20 92 Attest: City Clerk Dawn M.Jones Attest President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana Januaryc2,20 22 . Le_e:of ...64...)City Clerk Dawn M.Jones Approved and signed by me 4,"'`,' t 6/ 20 Zt".V Mayor BILL NO.22-08 RESOLUTION NO.4944-22 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 3820 W CALVERT,SOUTH BEND IN 46613 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A(5)FIVE-YEAR PERSONAL PROPERTY TAX ABATEMENT FOR GREENLEAF HOLDCO 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 3820 W Calvert Street,South Bend IN 46613,and which is more particularly described as follows: 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 sm.,and South Bend Municipal Code Sections 2- 76 et sew.,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 sec.,and South Bend Municipal Code Sections 2-76,et sew.,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 sm.,that: a. The estimate of the cost of the new logistical distribution equipment including but not limited to conveyors,scanning and moving equipment,packaging equipment, sorting and picking equipment is reasonable for equipment of that type; b. That the estimate of the number of individuals that will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed installation of new logistical distribution equipment; c. That the estimate of the annual salaries of those individuals that will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed installation of new logistical distribution equipment; d. Any other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed new logistical distribution 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 logistical distribution 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 be limited to three(3)calendar years from the date of the adoption of this Resolution by the Common Council. SECTION V. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of(5)five years as shown below pursuant to Indiana Code 6-1.1-12.1-17. Year 1-100% Year 2- 100% Year 3- 100% Year 4-100% Year 5- 100% 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 L.McBride,President South Bend Common Council 2 RESOLUTION No. 4945-22 Passed by the Common Council of the City of South Bend.Indiana Fehrtterry 14 20_2a. Attest: //,,/-(/A/C) / - City Clerk Dawn M.Jones Attest President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana February 14, 20 22 City Clerk Dawn M.Jones Approved and signed by me ftlf•411 Z I 20 22. Mayor BILL NO.22-09 RESOLUTION NO.4945-22 A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND,INDIANA,COMMONLY KNOWN AS 3820 W CALVERT STREET,SOUTH BEND IN AS AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE(5)YEAR PERSONAL PROPERTY TAX ABATEMENT FOR GREENLEAF HOLDCO WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as Economic Revitalization Areas for the purpose of tax abatement consideration;and WHEREAS, a Declaratory Resolution designated the area commonly known as 3820 W Calvert Street,South Bend IN 46613 and which is more particularly described as follows: Business Personal Property and which has Key Numbers to be assigned,be designated as an Economic Revitalization Area;and WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing before the Council has been published pursuant to Indiana Code 6-1.1-12.1-2.5; and WHEREAS, the Council held a public hearing for the purposes of hearing all remonstrances and objections from interested persons;and WHEREAS, the Council has determined that the qualifications for an economic revitalization area have been met. NOW,THEREFORE,BE IT RESOLVED by the Common Council of the City of South Bend,Indiana,as follows: SECTION I. The Common Council hereby confirms its Declaratory Resolution designating the area described herein as an Economic Revitalization Area for the purposes of tax abatement. Such designation is for personal property tax abatement only and is limited to three(3) calendar years from the date of adoption of the Declaratory Resolution by the Common Council. SECTION II. The Common Council hereby determines that the property owner is qualified for and is granted personal property tax deduction for a period of five(5)years as shown below pursuant to Indiana Code 6-1.1-12.1-17 and further determines that the petition, the Memorandum of Agrevuient between the Petitioner and the City of South Bend,and the Statement of Benefits comply with Chapter 2,Article 6,of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12 et seq. Year 1-100% Year 2- 100% Year 3- 100% Year 4-100% Year 5- 100% SECTION III. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. SAwthk. r4 Sharon L.McBride,President South Bend Common Council o44UTH 84.,. V y PEACE 1865 CITY OF SOUTH BEND COMMUNITY INVESTMENT Santiago Garces, Executive Director January 19, 2022 Council Member Rachel Tomas Morgan,Chairperson Community Investment Committee South Bend Common Council 4th Floor, County City Building South Bend, IN 46601 RE: Real& Personal Property Tax Abatement Petition for: Greenleaf HoldCo Dear Council Member Tomas Morgan: Please find the attached information pertaining to a real and personal property tax abatement petition submitted by Greenleaf HoldCo to build a new production facility at 3820 W Calvert Street, South Bend, IN 46613 and purchase new logistical distribution equipment.This petition package includes: i- Department of Community Investment's summary report Petition Statement of Benefits forms (Real and Personal properties) Supporting information The report contains the Department's findings relative to the above petition. The petitioner proposes to invest approximately$12,000,000 in new construction and purchase new logistical distribution equipment with estimated cost of$68,000,000. A total project cost is approximately $80,000,000. A representative from Greenleaf HoldCo will be available to meet with the Committee on Monday,January 24, 2022. Should you or any of the other Council members have any questions concerning the report, or need additional information, please feel free to call me at 574-235-5838. Sincerely, Angelina Billo Director of Business Development EXCELLENCE ACCOUNTABILITY I INNOVATION INCLUSION , EMPOWERMENT 1400S County-City Building 1227 W.Jefferson Blvd. South Bend,Indiana 46601 p 574.235.9371 www.southbendin.gov TAX ABATEMENT REPOR T TO: South Bend Common Council FROM:Angelina Billo, Director of Business Development SUBJECT: REAL & PERSONAL PROPERTY TAX ABATEMENT PETITION FOR: Greenleaf HoldCo DATE:January 19, 2022 On Tuesday, January 4, 2022, a petition from Greenleaf HoldCo was received and subsequently filed with the City Clerk for real and personal property tax abatements consideration for property located at 3820 W Calvert Street, South Bend, IN 46613. Pursuant to Chapter 2,Article 6, Section 2-84.2 of the Municipal Code of the City of South Bend, this 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 I.C.6-1.1-12.1 and whether all zoning requirements have been met. The Department of Community Investment has reviewed the petition (a copy of which is attached), investigated the area, and makes the following report. PROJECT SUMMARY Pure Green Farms("Pure Green")was founded by Ceres Partners, South Bend and has since garnered investments from Taylor Farms Inc. and Paul J. Mastronardi (a principal owner of Red Sun Farms). Greenleaf Holdco, LLC owns 64.12 acres, but has the ability to expand into the entire nearly 300-acre site via its relationship and mutual ownership with Ceres Partners.Pure Green currently sells to Martins,Kroger,Spartan Nash,Tony's Fresh Markets, Walt's Markets, Stanz's Food Service,Performance Food Service and to LaRosa's to name a few. The existing facility in South Bend consist of 3.5 acres of greenhouse, a main building used for planting, harvesting and cold storage, and another building that houses the boilers and irrigation. The current facility has the capability to produce 2 million pounds of lettuce per year and is well on its way to having its production being fully subscribed. Unique to Pure Green is the fact that their planting,grow and harvesting operation is 100% automated and fully staffed with local personnel. Greenleaf HoldCo proposes to invest approximately $12m in new production facilities and $68m in new logistical distribution equipment including but not limited to conveyors, scanning and moving equipment, packaging equipment, sorting and picking equipment. The additional phases of greenhouse builds are planned to be approximately 4.2 acres each, plus additional ancillary buildings. The total lettuce production for all four phases will be approximately 8 million lbs. annually. EMPLOYMENT IMPACT Per this petition, it is estimated that the company will: Retain twenty-five (25) permanent full-time jobs representing a total annual payroll of$1,650,000 and create,at least,seventy-five(75)new full-time jobs with an estimated total annual payroll of$2,750,000. ABATEMENT QUALIFICATION 1. A review of the tax abatements previously granted, finds that the petitioner has not been granted any tax abatements. 2. The Area Plan Commission has reviewed the petition and finds the property to be properly zoned for the proposed project. 3. A review of the South Bend Redevelopment designation areas finds that the property is located in the River West Development Area. 4. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for the nine (9) year real property and five (5) year personal property tax abatements under section 2-82.1, Industrial development in Urban Enterprise Zone and Redevelopment Blighted Areas, and section 2-84.2, Tangible Personal Property Tax Abatement. City of South Bend Petition for Incentives Petition must include a$250 filing fee payable to the City Clerk's Office or online via the City's website at httIwa.,p//southbendin.gov/government/content/cox-abatement before processing can be complete General Information Project Name Project Number Legal name as registered with Secretary of Greenleaf Holdco State Business structure Corporation Company webslte http://www.enjoypuregreen.com/ Proposed Project Information Proposed project address 3820 W. Calvert St. Parent company name N/A City,State.np South Bend, IN 46613 Legal owner Greenleaf Holdco Site acreage or acreage required 65 Is the real estate owned or Owned leased Square feet of facility If leased by whom Primary Contact Information Primary company contact name 1 TitleJoeMcGuire CEO Address of company contact i 3820 W. Calvert St. Phone 863-370-3154 aty,State,Zip South Bend, IN 46613 Email jmguire@gopgf.com 1Senlor Official Information Company senior official name Joe McGuire Title Address of company contact(If different from Phone abouel City,State,Zip Email Consultant Information/Agent Hired business consultant/agent name Apra Gremrhuusa Group I_LCi Greg Elam Consultant release(Y/N) Y Address y2012HebronTraceDrive Local economic development partners tl approval lY/N 1 City,State,Zip Nolensville, TN 37135 Email gregigagragreenhousegroup corn Project Overview Brief description of your Our purpose is to grow fresh produce responsibly through innovativecompany,project,and why the property is necessary for farming. Pure Green Farms currently operates a four acre, state of the economic growth art hydroponic greenhouse farming facility that produces four kinds of fresh lettuce for retail and wholesale consumption, 365 days a year. The current facility rests on 65 acres of owned farmland in Southwest South Bend, IN. The existing greenhouse has the target capacity to produce about two million pounds of lettuce a year and seeks to expand operations, exploring options for building additional greenhouses to grow and sell additional lettuce and/or produce. riled in Clerk s Office Certified Technology Park appropriate No II is the project In a Tax Incremental Financing Yes 4Is1 jilt 1 area?If so,which? Certify that the Building Permit has not been Number of residential units created by Issued it/Ni Yes oralect C)A1Iti I If this Is a petition for personal property tan abatement,has CITY r M' C NES No CLERK,SOUTti B! NU, INtheequipmentbeenInstalled Investment Details Public Infrastructure needs(Off- Has any SO4 funding been What Is the value of any equipment being purchased In What Is the value of any equipment being site of project In dollars) received? Indiana for the project? purchased from out of state for the project? 500,000 INew Project Investments Calendar Year 2021 2022 2023 I024 2025 2026 2027 2028 land Acquisition Building Lease Payments Building Purchase Costs New Building Construction 3 4 007 000.00 S 4,000.000 00$4,000,00J.00 Existing Building improvements New Machinery B Equipment moawoo s1,,000,;,;. s,r cap da,w Special Tooling/Retooling r 100000 00 New Furniture/Fixtures S 30,00C.00 New Computer/FT Hardware S 20,JOL OC New Software S 20.000 00 On-site Rail Infrastructure On-site Fiber Infrastructure TOTAL 0.00 1,. xdn,.u., ,- x,.wY.M $0.00 $0.00 $0.00 $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year lobs retained Total hourly Cumulative It of net NEW full time Hourly average wage,w/o Total training I Total B to be wage w/o permanent lobs created at project benefits or bonuses,of expenditure- trained-not fringe or cumulative net new jobs not cumulative bonuses cumulative 2021 2022 45 24.34 32000 35 2023 75 24.34 45000 50 2024 105 24.34 45000 50 2025 2026 2027 2028 2029 2030 2031 2032 Provide hourly wage Information for new employees In the following positions. Full time Part time Laborers 15 15 Technical 20 20 Managerial 17 17 Administrative 20 20 Who will be the individual responsible for coordinating with WorkOne on recruiting? Jay Paciorek Does your company have an EEO hiring policy? y Are you ar FFO employer? v Please list the number of full time and part time minority and/or female employees for each of Please describe your commitment to the last three years: diversity and inclusion by detailing your Year outreach and recruitment efforts for the last 2020 2,010 2013 three years as well as current policies. Full Time Part Time Full Time Part Time Full Time Part Time Black opponunige.a rem..en do bads a ea cab.nlbtn,ode,ty, uW.pn,pe,rec mb memM1 me lndudoe Yemarry!..P. Hispanic evoa..1>wrWem.ponds,mdlW.,..,.,poledmd Were.md. aop.due M d.)who,v.amr,iercprer.deebr,ope.1/d d. Asian mom ear Maw LU:m,n.lo mee and mammy,.work Indian e.,mwne,.mpwy.e,a toot.ear ey,.rr,eemr,endimpactmmuahopoked.and practices.We emkpn,eena rt. Female 1 company e moor wa and no rrn.ortmmeanm. Ream rote h.rCondom enr,.,d d enw.o a Ice nMpr2020 Other II Complete below for Real or Personal Property Tax Abatement only. Please sign for all requested incentives. 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 EasnPrt Points Available Paints yes or No) you qualify for the points,please enter the full amount of available points. 1 Qn truction Related(Contractor j:- A. ,moloy Local Companies(75%1 Y 20 20 B. surchase Materials from Local Companies(75%1 Y 20 20 C. Require Employees vs.Independent Contractors Y 20 19 D. Require Prevailing Wage(Davis Bacon) N 22 E. Require Health Benefits N 22 F. Require Pension Benefits N 1B G. Maintain Affirmative Action Plar. Y 20 20 1 Sub-total Construction Related: 80 141 2 Wage&Benefit Related 1Qwoer),:- A. Ray Target Wage levels Y 33 33 B >rovide Health Benefits Y 34 34 C. °rovide Pension Benefits(MOI K wi match) 1' 11 29 D. trovide Training Y 28 28 E. trovide Child Care N 15 F. 5rovide Transportation Assistance N 14 G. irovide Empioye Assisted Housing program N 9 Sub-total Wage&Benefit Related: 124 162 3 tr>addacce Related; A. :reate New Jobs Y 42 42 B. Retain Existing Jobs Y 41 41 C. Maintain Affirmative Action Plan Y 35 i5 D. srovide Targeted Hiring Preference i Sub-total Workforce Related: 118 152 4 SLQpQJt a MunkjQaLfaci i :. Support a SB Municipa Facility(donations to the A. y too,conservatory,museum,etc.)34 Name of Facility Sa.ath lend l'.uura,Parks&,Arts lsub-total Municipal Facility: 84 84 Sub-total from Above: 406 539 The undersigned owner(s)of real prope located within the City of South Bend,herby petition the Common Council of the City of South Bend for a real and/,sir pert al operty tax abatement consideration and pursuant to I.C.,6-1.1-12.1-1,et seq.,and Sou B 4 Mu pal Code.See=2:46et seg.,for this petition state the above. I Submitted By: coo, r bate: December 24,2021 1 For Staff Use Only Below This Line What is the current assessed value? Real Property: 65,60(0 Personal Property: What Is the projected assessed value? Real Property: Personal Property: What Is the tax key number for this project? 018-8112-4237 and 018-1007-0223 What Is the sIx digit NAICS code? 111419 Please attach a Google map and street view of the location. Please Ilst the amount of real and personal property taxes Real Property Taxes: Personal Property Taxes: paid for the last five years when applicable. Pay 2021 Year One 1,651 Pay 2020 Year Two 2,950 Year Three Year Four Year Five Please fill out the following Public Benefit Summary Information and add to total from above. lY or NI Points Points Public Benefit Item: Project Related: 5 A. Redevelop a Site that has Special Neecs B. Develop Based on Local University Research 35 C. Achieve a Physical Element of a Plan 35 Sub-total Project Related: 120 6 Super Size Ptotesit jpoinjvales are cum latiiv A. 100%to 199% y 25 25 B. 200%to 299% y 68 63 C. 300%to 399% y 65 65 D 400%and Over y 52 52 l5ub-total Super Size Projects: 210 210 7 Peyfor Municipal Infrastructure: A. Pay for Oversizing or Upgrading 14 B Pay for 26-50%of Extension Cost 26 C. Pay for 51-75%of Extension Cost 39 D. Pay for 76-100%of Extension Cost 52 Sub-total Infrastructure Related: 131 Total from Applicant Section: 406 539 Total from Staff Section: L1U 461 Total Public Benefit Points: 616 1000 Filed in Clerk's Office J.Ai. 0 4 202Z DAWN M.JONES 1tot va• STATEMENT OF BENEFITS CITY CLERK,SOUTH 6END,IN 2oPaY2o_ t_` REAL ESTATE IMPROVEMENTS or. f • N.A. State Donn 51767(RBI 117 14) FORM SB-1 I Real Property Prescribed by the Department of Local Government Finance PRIVACY NOTICE Th.s statement is being completed for real properly that quinines under(he following Indiana Code(check one box)' any information concerning the cosi LJ Redevelopment or rehabilitation of real estate improvements(IC 61,1-12.1.4 of me property and sp oyee salaries thepPpawtoindividualemployeesbythe Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per INSTRUCTIONS: IC 6-1.1•12.1.5.1. 7. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information front the applicant in making Ifs decision about whether to designate en Economic Revitalization Area Otherwise,this statement must be submitted to the designating body BEFORE the redevelopment or rehabildanon of real property for which the person wishes fo claim a deduction. 2. The statement of benefits form must be submitted to the designating body and the area designated en 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 after April 10. A properly owner who failed to We a deduction application within the prescribed deadline may file an application between March 7 and May 10 of a subsequent year. 4. A property owner who flies for the deduction must provide the County Auditor and designating body tvith a Form CF-1/Real Property. The Form CF-I/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 is applicable IC 6.1.1-12.1-5.1(b) 5. Fora Form Sf3.1/Reel Property that is approved alter June 30, 2013, the designating body is required to establish an abatement schedule for each deduction allowed. For a Form S8.7/Real Property that is approved prior 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 Greenleaf I loldco, 1.LC dba Pure Green Farris Address of taxpayer(number end sheet,dtt stale,and ZiPcod.) 3820 W.Calvert Name d corded person Telephone number E-rnaii address Joe McGuire,CEO 8i63 ) 37'0-31 >4 mc.uireG)-u).'Loan 1 SFCTi0l 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT eat designating body Resolution number fry ul joulh Ltcard;St.fuweph's County Location of properly County DLOF taxing district number 3820 W.Calvert South Bend,IN 46613 i. I ,s,J ph 0_G N uth hand(Portage) Description artist property improvements,ledeveiopmenL or rahabiltaden fuss additional sheets,/necessary) Estimated alert date(mon*day,year)L:unlinucil develupmrni el 64 aut.parcel of unwind lannland fate state•ei-ihe-aft hydtpinuc greenhouse cumples.I xpa7nd 1;I/'1extsungaac:c facility lit'adding additional vegetable pawing prernlmtna.I.r•Slhnatc between 15 to 20 more Aires of the unuscil properly cerr Is,lransformcd Into an tatvrro nritcmiailyoisluinable and cslltetiratly 111caswn8 apnrullust.h m+id Y.: Estimatedmmpleuon date(rmeear,day,year) and do aniiiauuring hub that will pnrdiu.c and distribute fresh prrdutc for the entire nndwesl ri Woo I'h l SECTION 3 ESTIrIIATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT: Current number Salaries Number retained Salaries Number odritona! Salaries 25 t.65M/Year ) 1.65M/Year SECTION 4 ES1IMATED TOTAL COST AND VALUE OF PROPOSED PROJECT' REAL ESTATE IMPROVEMENTS COST I ASSESSED VALUE J Current values 2.2 j('I 1 Iii Pruii H I Plus estimated values of proposed project 12 NI Less values of any property oeing replaced Net ostirrtatod values upon completion of• •.pet SECTION 5' WASTE.coriVERTED AND OTtIER[BE:NI:Fit;P • SED 6Y TMETAXPAYER Estimated solid waste converted(pounds) •° able out"i!n,,reaec :nuuislly N/AEstimatedhazardouswasteconverted(pounds) Other benefits ICucittstrill iirilsim:lab drwchgnnr:il.mud signrt,casl ieclinuingird udvancerncnis nil eppertwnli,:r for ill.iuhli i '•xpaitlion will nwxiurirc ulil u1i nt 1st unused land and will establith region as a n:uu,,tally roan,'i veil huh Ofaprtie all a nr Itxrd supply Roil,:omnurce!;eiwrutiial.Developed fucilinics will nuun,cnl ihr cursor,devcloprncatt of tin Oiivo 5t.Road Cerndor project anal neipht•i n art r.a-inn prop.rry.thrni!gh the AVAilaoitity of tourutg aril expanding rducaunnal glpnrtunitier for area high schools,universities and career exploration prograuu.C:wrenl public merest in sir facility has filer extremely robust and wi expect it will,asd)•mp¢ase as.the facility Cgrailtl/,prgtuotiin(tourism Complex 1,1111v.1dtic:1.A variety of:uia,,fresh en;erahles while muuuiviug cnvir„nmcniAlly usniinablc,c omcrva!i nn I•ticncity and ct.olnt;lally enhiutcintt praiuc.:. SECTION 6 TAXPAYER CERTIFICATION I hereby ceftity(! ha.•reprosentati 0s.JI-his statement are true. Signature at euiIio1l1l ol.• tap J hU i1fined/ impnf7A I M1 yNrJ Printed name d aid, t D% presentative Title J.distil caciorek Director of Finance Page 1 o12 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resclution 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 calendar years'(see below). The date this designation expires Is B. The type of deduction that Is allowed In the designated area Is limited to: 1.Redevelopment or rehabilitation of real estate improvements Yes No 2,Residentially distressed areas Yes No C. The amount of the deduction applicable Is limited to$ D. Other limitations or conditions(specify) E Number of years allowed: Year 1 Year 2 Year 3 Year 4 Year 5 ('see below) Year 6 Year 7 Year B Year 9 0 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? 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 Ulle 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 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. 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 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.(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 lobs 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. 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 taxpayers statement of benefits. Page 2 of 2 Filed in Clem • Office 1 ci%\iV Ii 4 201 STATEMENT OF BENEFITS FORM SB-1 /PPi PERSONAL PROPERTY CITY aAWN IVi.JC)iVES State Form 51764(R4/11-15) RK,Sot1TH Q(,IN3yiPrescribedbytheDepartmentofLocalGovernmentFinance PRIVACY NOTICE Any information concerning the coat of the property and specific salaries paid to individual employees by the property owner is confidential per IC P 1.1-12.1.5.1. INSTRUCTIONS i. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing I/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 distribution 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 betore 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 16 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 6-1.1-12.1-6.6) 5. For a Form SB-t'/PP that Is approved alter June 30,2013,the designating body Is required to establish an abatement schedule for each deduction allowed. Fora Form 58-f/PP that is approved prior to July 7,2013,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 person Greenlearklold Co. dba Pure Green Farms Joe McGuire,CEO Address of taxpayer ikuteber end street,city state,and ZIP code) Telephone number 3820 W.C,alvert 863) 370-3154 SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number(s) City of South Bend/St. Joseph County Location of properly Count DLGF taxing district number 3820 W. Calvert South Bend, IN 46613 St. Joseph 026 South Bend(Portage) t Description of manufacturing equipment and/or research and development equipment ESTIMATED and/or logistical distrbutinn equipment and/or Information technology equipmert. START DATE COMPLETION DATEUseadddionalsheetsifnecessary) Manufacturing Equipment 1/1/22 12/31/24 Please refer to supplemental sheet R&0 Equipment N/A N/A t Logist Dist Equipment N/A N/A IT Equipment 1/1/22 12/31/24 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT t Current number Salaries Number retained Salaries mbcr eddltlonal Salaries 25 1.65M/Yeah 23 1.65M/fear 75 2.73M/Year SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT NOTE:Pursuant to IC 6 1.1-12.1-5.1(d)(2)the MANUFACTURING R&D EQUIPMENT LOOtST DIET IT EQUIPMENT t EQUIPMENT EQUIPMENT COST of the property is confidential. COST ASSESSED COST ASSESSED COST ASSESSED COST ASSESSED VALUE VALUE VALUE VALUE Current values 21 M In Progress f lOK in Progress Plus estimated values of proposed project 70IV1 In Progress 101: In Progress Less values of any property being replaced Net estimated values upon completion of• eject 91 M In Progress I ICK lu Progress I SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER 1 Estimated solid waste converted(pounds) VLit,;i lc dn;i'o_rc,,1n11 Estimated hazaraous waste converted(pounds) "`\ Other benefits: Please refer to supplemental sheet SECTION 6 TAXPAYER CERTIFICATION I I hereby certify that the pre.a atlons In uye st6enl are true. Signature of authorized re a .. :liv. / Date signed(month,day year) 1/10/21 Printed name of authorized n6ris- tallve Tale J.Jay Paciot , Director of Finance 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 calendar years'(see below). The date this designation expires is 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 . Installation of new manufacturing equipment; Yes No 0 Enhanced Abatement per IC 6-1.1-12.1-18 2. Installation of new research and development equipment; 0 Yes 0 No Check box if an enhanced abatement was approved for one or more of these types. 3. Installation of new logistical distribution equipment. 0 Yes 0 N o 4. Installation of new information technology equipment;0 Yes 0 N C.The amount of deduction applicable to new manufacturing equipment is limited to$ _ cost with an assessed value of 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$ cost with an assessed value of 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$ cost with an assessed value of 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$ cost with an assessed value of One or both lines maybe filled out to establish a limit,if desired.) G. Other limitations or conditions(specify) H. The deduction for new manufacturing equipment and/or new research end development equipment and/or new logistical distribution equipment and/or new information technology equipment installed and first claimed eligible for deduction is allowed for. ElYear 1 0 Year 2 0 Year 3 0 Year 4 0 Year 5 El Enhanced Abatement per IC 6 1.1-12.1-18 Number of years approved: Year 6 0 Year 7 Year 8 0 Year 9 0 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 6-1.1-12.1-177 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 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 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. Art 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 Filed in Clerk's Office t...fii, zz Pure Green Farms Supplemental Sheet DAWr.f - JONES Form SB-1/PP Section 2: Description of Manufacturing Equipment and -as cbri©6sioii'TH BEND IN Benefits Our current location in South Bend is situated strategically and employs advanced technology to promote a safe and sustainable environment in which to grow its leafy greens(additional vegetable/fruit varieties are being researched). With the use of sun and minimal reliance on artificial light, energy efficiency is maximized.The current site rests on a 64-acre purchased parcel that can potentially expand up to 300 acres. The growing and packing systems are the most advanced in the industry, allowing for very minimal human hands touching the product. Robotics, sensors and video technology are installed throughout the greenhouse and the harvesting area.This streamlines our farm to table process and gives our customers peace of mind that they are getting their greens safely and sooner for a better-quality experience. The current(and all future additional) greenhouses deploy advanced automated growing systems that control and regulate all processing, growing,harvesting and production evolutions in the produce cycle.The greenhouse uses innovative climate management technologies to monitor and control the heating,the lighting,the air movement,general atmosphere,and concentration of CO2. Multiple screens in the greenhouse growing enclosures help manage light and temperature.The operations are also economically sustainable,utilizing recycling and using an estimated 90%less water compared to field grown lettuce or operating in a fully pest free environment. As the greens grow,automated gutters move and adjust to allow for increased spacing between plants. This helps the company achieve space efficiency throughout the facility. Labor efficiency is also significantly improved through Pure Green's automatic seeding, harvesting, and packing technology. Food safety is also top of mind at Pure Green. The indoor farm environment is pesticide-free and uses less water, meaning Pure Green's products are fresh,crisp, and offer the buy-side a long shelf life. Unique, high-quality varieties distributed to a select region maximize natural resources and minimize shrink and overall waste. Go gle Maps 3820 W Calvert St immi w Messer North Amencd. • ( I • W Calvert St VJ C al ert St Mary Ct M&K TRUCK CENT: SOUTH B: Shrader Tire&Oil Google Imagery©2022 IndianaMap Framework Data,Maxar Technologies,USDA Farm Service Agency,Map data©2022 500 ft 9 YEAR 19-Jan-22 Greenleaf Holdco South Bend Portage Township Real Property Tax Abatement Schedule* Tax Key Number Multiple Current Assessed Value: 0 Estimated Project Cost: 12.000,000 Current Without 100% 100% 100% 100% 100% 90% 80% 70% 60% Assessed Value:AV&Tax Abatement Year 1 Year Z Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Current Assessed Value 100% 0 0 0 0 0 0 0 0 0 0 0 Base Assessed Value 80% 9,600,000 9,600,000 9,600.000 9,600.000 9,600,000 9,600.000 9,600,000 9,600,000 9,600.000 9,600,000 Less Abatement Deduction 0 (9,600,000) (9,600,000) (9,600,000) (9,600,000) (9,600.000) (8,640,000) (7,680,000) (6,720,000) (5.760,000) Net Assessed Value 0 9,600,000 0 0 0 0 0 960,000 1,920,000 2,880.000 3,840,000 Property Taxes: Assume constant tax rate of 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% Gross Tax(tax rate x net assessed value)0 517.522 0 0 0 0 0 51,752 103,504 155,257 207,009 Less Circuit Breaker Credit 0 (229,522) 0 0 0 0 0 0 0 0 0 Net Tax 0 288.000 0 0 0 0 0 51,752 103,504 155,257 207,009 Circuit Breaker Cap Circuit Breaker 3.0000% 0 288,000 288,000 288,000 288,000 288.000 288.000 288.000 288,000 288,000 288,000 Debt Service 0.0000% 0 0 0 0 0 0 0 0 0 0 0 Circuit Braker Cap 0 288,000 288,000 288,000 288.000 288.000 288.000 288,000 288.000 288,000 288.000 New Combined Net Existing Project Existing&New Tax Tax Year Taxes Taxes Taxes Abated Paid 1 0 288,000 288,000 288,000 0 2 0 288,000 288,000 288,000 0 3 0 288,000 288,000 288,000 0 4 0 288,003 288,000 288,000 0 5 0 288,000 288,000 288,000 0 6 0 288,000 288,000 236,248 51,752 7 0 288,000 288,000 184,496 103.504 8 0 288,000 288,000 132,743 155.257 9 0 288,000 288,000 80,991 207,009 Totals 0 2.592,000 2.592,000 2.074,478 517,522 This schedule is for estimation purposes only and assumes constant tax rates. The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. 5 YEAR 19-Jan-22 Greenleaf Holdco South Bend Portage Township Personal Property Tax Abatement Schedule* Tax Key Number TBD Current Assessed Value: 0 Estimated Project Cost: 68,000,000 100% 100% 100% 100% 100% Year 1 Year 2 Year 3 Year 4 Year 5 Current Assessed Value: AV&Tax Current Assessed Value 100% 0 0 0 0 0 0 Base Assessed Value 27,200,000 40,800,000 37,400,000 30,600,000 25,160,000 Less Abatement Deduction 27,200,000) (40,800,000) (37,400,000) (30,600,000) (25,160,000) Net Assessed Value 0 0 0 0 0 0 Property Taxes: Assume constant tax rate of 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% Gross Tax(tax rate x net assessed value) 0 0 0 0 0 0 Less Circuit Breaker Credit 0 0 0 0 0 0 Net Tax 0 0 0 0 0 0 Circuit Breaker Cap Circuit Breaker 3.0000% 0 816,000 1,224,000 1,122,000 918,000 754,800 Debt Service 0.0000% 0 0 0 0 0 0 Circuit Braker Cap 0 816,000 1,224,000 1,122,000 918,000 754,800 New Combined Net Existing Project Existing&New Tax Tax Year Taxes Taxes Taxes Abated Paid Year 1 0 816,000 816,000 816,000 0 Year 2 0 1,224,000 1,224,000 1,224,000 0 Year 3 0 1,122,000 1,122,000 1,122,000 0 Year 4 0 918,000 918,000 918,000 0 Year 5 0 754,800 754,800 754,800 0 Totals 0 4,834,800 4,834,800 4,834,800 0 This schedule is for estimation purposes only and assumes constant tax rates. The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. CITY OF SOUTH BEND COMMUNITY INVESTMENT Filed in Clerk's Office JA. 0 8 2, • Bianca Tirado City Clerk, South Bend, IN January 8, 2025 Council Member Troy Warner Chairperson, Community Investment Committee South Bend Common Council 4th Floor, County-City Building South Bend, Indiana 46601 RE: Reconfirming Resolutions (2): Real Property Tax Abatement and Personal Property Tax Abatement for Greenleaf Holdco LLC Dear Council Member Warner, Please find enclosed two resolutions that would reconfirm a real property tax abatement and personal property tax abatement, respectively, for Greenleaf Holdco LLC, the owner of the parcels for Pure Green Farms, located at 3820 W. Calvert Street in South Bend. On February 14, 2022, the Common Council of South Bend adopted Confirming Resolution 4941-22, which confirmed Declaratory Resolution 4939-22 to establish a nine-year (9) real property tax abatement for an expansion project by Pure Green Farms. Also on February 14, 2022, the Common Council adopted Confirming Resolution 4945-22, which confirmed Declaratory Resolution 4944-22 to establish a five-year (5) personal property tax abatement for equipment to be purchased and installed for the expansion. The designation periods for each abatement are set to expire on January 24, 2025. The expansion project has been delayed, and a representative of Pure Green Farms contacted the Department of Community Investment seeking support for an extension of the designation period. According to the company representative, the expansion project is scheduled to begin by mid-2025, and the previously granted tax abatements are necessary for the project to move forward. The Reconfirming Resolutions serve two primary purposes: (1) reconfirm the Declaratory Resolution adopted in 2022 and (2) extend the designation period to the end of 2026. A representative from Pure Green Farms will be available to meet with the Committee on Monday, January 13, 2025. If you or any of the other Council members have questions concerning the report or need additional information, please feel free to call me at (57 4) 235- 5838. Sincerely, <__)/ Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 14005 County-City Building 227 W. Jefferson Blvd. South Bend. Indiana 46601 p 574.235.9371 www.southbendin.gov 25-03 Filed in Clerk's Office JAB U S BILL NO. 25-03 Bianca Tirado RESOLUTION NO. City Clerk, South Bend, IN A RESOLUTION MODIFYING AND RECONFIRMING THE ADOPTION OF DECLARATORY RESOLUTION NO. 4944-22 DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 3820 West Calvert Street, South Bend, IN 46613 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE-YEAR (5) PERSONAL PROPERTY TAX ABATEMENT FOR Greenleaf Holdco LLC WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as Economic Revitalization Areas for the purpose of tax abatement consideration; and WHEREAS, Declaratory Resolution No. 4944-22 designated the area commonly known as 3820 W. Calvert Street, South Bend, Indiana 46613, and which is more particularly described as: Business Personal Property and which has Key Numbers to be assigned, 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, upon proper notice, a public hearing was held, after which the Common Council adopted Confirming Resolution No. 4945-22 on February 14, 2022, confirming the adoption of Declaratory Resolution No. 4944-22; and WHEREAS, the Common Council, through the adoption of Confirming Resolution No. 4945-22, provided a personal property tax abatement to Greenleaf Holdco LLC for the purchase and installation of equipment to be used in a new commercial facility for food production at the area designated as an Economic Revitalization Area through the adoption of Declaratory Resolution No. 4944-22; and WHEREAS, Pure Green Farms is an assumed business name of Greenleaf Holdco LLC as certified by the Office of the Secretary of State of the State of Indiana; and WHEREAS, Greenleaf Holdco LLC, operating as Pure Green Farms, plants, grows, harvests,packages, and distributes lettuces grown at an existing greenhouse facility at the location commonly known as 3820 W. Calvert Street, South Bend, Indiana 46613; and WHEREAS, Greenleaf Holdco LLC was granted a three-year (3) designation period in Confirming Resolution No. 4945-22, which will expire on January 24, 2025; and WHEREAS, construction on the new commercial facility for food production was delayed by project development challenges and other issues outside of the control of Greenleaf Holdco LLC; and WHEREAS, completion of the project by end of the original designation period was not possible; and WHEREAS, Greenleaf Holdco LLC has not yet purchased and installed equipment that would have qualified for the personal property tax abatement provided through the adoption of Confirming Resolution No. 4945-22; and WHEREAS, the project will be completed by the end of 2026; and WHEARAS, Greenleaf Holdco LLC has requested that the designation period confirmed by Confirming Resolution No. 4945-22 be extended; and WHEREAS, the Common Council desires to reconfirm the designation of the area designated by Declaratory Resolution No. 4944-22 and confirmed by Confirming Resolution No. 4945-22 as an Economic Revitalization Area for purposes of a five-year(5) personal property tax abatement; and WHEREAS, the Common Council desires to extend the designation period confirmed by Confirming Resolution No. 4945-22; and NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby reconfirms Declaratory Resolution No. 4944-22 and Confirming Resolution No. 4945-22 for purposes of a five-year(5)real property tax abatement. SECTION II. The designation as an Economic Revitalization Area for purposes of a five-year(5) personal property tax abatement expires on December 31, 2026. SECTION III. The Common Council hereby determines that Greenleaf Holdco LLC is qualified and is granted property tax deduction for a period of five (5) years as shown in Section V of Declaratory Resolution No. 4944-22 and further determines that the petition, the Statement of Benefits, and the Memorandum of Agreement between Greenleaf Holdco LLC and the City of South Bend associated with Declaratory Resolution No. 4944-22 as adopted on January 24, 2022, and Confirming Resolution No. 4945-22 as adopted on February 14, 2022, comply with Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12 et seq. SECTION IV. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. Canneth Lee, 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 2025, at o'clock .m. Bianca Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2025,at o'clock m. James Mueller, Mayor City of South Bend 9-Year Abatement January 8.2025 Greenleaf Holdco LLC Filed in Clerk's Office South Bend Portage Township Commerical Development Real Property Tax Abatement Schedule JAN U 8 ZJ1'5 Type of Property: Greenhouse Estimated Project Cost: $12,000,000 Addition Bianca Tirado Property Address: 3820W.CalvertStreet City Clerk, South Bend, IN Tax Key Number: 71-08-16-400-004.000-026;71-08-16-400-008.000-026 Without un t Abatement Year 1 Year 2 Year 3 Year 4 Year year Year 7 Y ar Year Assessed Value(AV) Land 230.500 $ 230,500 $ 230,500 $ 230,500 $ 230,500 $ 230,500 $ 230,500 $ 230,500 $ 134,400 $ 134,400 $ 134,400 Structure(Current AV+80%Project Cost 5,179,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 14,779,500 Gross Assessed Value 5,410,000 15,010,000 15,010,000 15,010,000 15,010,000 15,010,000 15,010,000 15,010,000 14,913,900 14,913,900 14,913,900 Abatement 100%100%100% 100%100%90%80%70%60% Abatement Deduction 9,600,000) (9,600,000) (9,600,000) (9,600,000) (9,600,000) (8,640,000) (7,680,000) (6,720,000) (5,760,000) Net Assessed Value 5,410,000 15,010,000 5,410,000 5,410,000 5,410,000 5,410,000 5,410,000 6,370,000 7,233,900 8,193,900 9,153,900 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) 289,695 803,755 289,695 289,695 289,695 289,695 289,695 341,101 387,361 438,767 490,173 Local Tax Credit(12.3682%of GT-DS)33,261) (92,281) (33,261) (33,261) (33,261) (33,261) (33,261) (39,163) (44,474) (50,376) (56,278) Circuit Breaker Credit 74,321) (204,497) (2,264) (2,264) (2,264) (2,264) (2,264) (2,264) Taxes Due 182.113 $ 506,977 $ 254,170 $ 254,170 $ 254,170 $ 254,170 $ 254,170 $ 299,674 $ 342,887 $ 388,391 $ 433,895 Circuit Breaker Cap 161,339 449,339 449,339 449,339 449,339 449,339 449,339 449,339 447,417 447,417 447,417 Debt Service(0.3840%off Net AV) 20,774 57,638 20,774 20,774 20,774 20,774 20,774 24,461 27,778 31,465 35,151 Max Tax Under the Cap 182,113 506,977 470,113 470,113 470,113 470,113 470,113 473,800 4 75.195 478,882 482,568 Combined Year Abatement Current Taxes New Net Taxes Current& Taxes Abated Due Projected Tax Paid New Taxes 1 100% $ 182,113 $ 324,864 $ 506,977 $ (252,807) $ 254,170 2 100%182,113 324,864 506,977 (252,807) 254,170 3 100%182,113 324,864 506,977 (252,807) 254,170 4 100%182,113 324,864 506,977 (252,807) 254,170 5 100%182,113 324,864 506,977 (252,807) 254,170 6 90% 182,113 324,864 506,977 (207,303) 299,674 7 80% 182.113 324,864 506,977 (164,090) 342,887 8 70% 182.113 324,864 506.977 (118,586) 388,391 9 601/4 182 113 324.864 506 977 (73.082) 433.895 Total: 1,639,021 2,923,776 4,562,797 (1,827,100) 2,735,697 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2023 Payable 2024. Iii, 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 5-Year Abatement January 8,2025 Greenleaf Holdco LLC South Bend Portage Township Personal Property Tax Abatement Schedule' Estimated Equipment Cost: $ 70,030,000 Asset Pool: Pool#4(13 years and longer) Property Address: 3820 W.Calvert Street Tax Key Number: TBD Year 1 Year 2 Year 3 Year 4 Year 5 Assessed Value(AV) True Tax Value(TTV) 40°%o 60% 63% 54% 46% New Base(Equipment Cost x TTV) 28,012,000 42,018,000 44,118,900 37,816,200 32,213,800 Abatement 100% 100% 100% 100% 100% Abatement Deduction 28,012,000) (42,018,000) (44,118,900) (37,816,200) (32,213,800) Net Assessed Value Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) Debt Service(0.3840%of Net AV) Local Tax Credit(12.3682%of GT-DS) Circuit Breaker Credit Taxes Due S S Circuit Breaker Cap 3% 3% 3% 3% 3% 840,360 1,260.540 1,323,567 1.134.486 966.414 ax Year Abatement New TaxProj Paid Taxes Abated Net a es 1 1009/0 $ 947.926 $ (947,926) $ 2 100% 1,421,889 (1,421,889) 3 100% 1,492,984 (1,492,984) 4 100% 1,279,700 (1,279.700) 5 100% 1.090.115 (1.090.1 15) Years 1-5 Total: 6,232,614 (6,232,614) Years 0-10Total: 3,531,025 3.531,025 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. Department of Community Investment I City of South Bend c*iria6 a STATEMENT OF BENEFITS 2025 PAY 2025 REAL ESTATEIMPROVEMENTS 1 ) FORM SB-1/Real Property kW 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 111 Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of id to individualvrty and specific salariesties P P paid employees by the Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per IC6-1.1-12.1-5.1. 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 the redevelopment or rehabilitation of real property 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 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 after April 10. A property owner who failed to file a deduction application within the prescribed deadline may file an application between January 1 and May 10 of a subsequent year. 4. A property owner who files 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 is applicable. IC 6-1.1-12.1-5.1(b) 5. 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. For a Form SB-1/Real Property that is approved prior 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 Greenleaf Holdco LLC Address of taxpayer Number and Street: 3820 W. Calvert Street City South Bend state: IN ZIP. 46613 Name of contact person Telephone number E-mail address Hest Name Joe I ast Name: McGuire 863) 370-3154 jmcguire@gopgf.com 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 City State LIP 1 County DLGF taxing district number 3820 W. Calvert Street South Bend IN 46613 St. Joseph 026(South Bend-Portage) Description of real property improvements,redevelopment,or rehabilitation(use additional sheets if necessary) Estimated start date(month,day.year) Continued development of 64-acre parcel of unused farmland into state-of-the-art hydroponic greenhouse complex.Expand existing 4/1/2025 4-acre facility by adding additional vegetable growing greenhouses.Estimate between 15 to 20 more acres of the unused property can be transformed into an environmentally sustainable and aesthetically pleasing agricultural showplace and manufacturing hub that will Estimated completion date(month,day year) produce and distribute fresh produce for the entire Midwest region. 12/31/2026 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained Salaries Number Additional Salaries 25 1,650,000 25 1,650,000 75 2,750,000 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 2,270,000 5,179,500 Plus estimated values of proposed project 12,000,000 9,600,000 Less values of any property being replaced 0 0 Net estimated values upon completion of project 14,270,000 14,779,500 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) o Estimated hazardous waste converted(pounds) o Other benefits Benefits will include job development and significant technological advancements and opportunities for the region.Expansion will maximize cultivation of unused land and will establish region as a nationally recognized hub of agricultural food supply and commerce generation. Developed facilities will augment the current development of the Olive St. Road Corridor project and neighboring casino property through the availability of tourism and expanding educational opportunities for area high schools, universities,and career exploration programs.Current interest in our facility has been extremely robust and we expect it will vastly increase as the facility expands,promoting tourism.Complex will produce a variety of local,fresh vegetables while maximizing environmentally sustainable,conservation friendly,and ecologically enhancing practices. SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative Date signed(month,day,year) Printed name of authorized representative Title 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 IZI Yes No 2.Residentially distressed areas Yes No C. The amount of the deduction applicable is limited to$ N/A D. Other limitations or conditions(specify)N/A E. Number of years allowed: Year 1 Year 2 El Year 3 Year 4 Year 5 (*see below) Year 6 Year 7 Year 8 0 Year 9 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,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. 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 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.(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 4. 4*• STATEMENT OF BENEFITS FORM SB-1 /PPa' t PERSONAL PROPERTY t State Form 51764(R5/1-21)j PRIVACY NOTICE Prescribed by the Department of Local Government Financeei. Any information concerning the cost of the property and specific salaries paid to individual employees by the property owner is confidential per IC 6-1.1-12.1-5.1. 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 distribution 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 prior 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 person Greenleaf Holdco LLC dba Pure Green Farms First Name: Joe Last Name.McGuire Address of taxpayer umber and Street City State ZIP Telephone number Email 3820 W. Calvert.Street South Bend IN 46613 (863)370-3154 jmcguire@gopgf.com 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 ZIP County DLGF taxing district number 3820 W. Calvert Street South Bend IN 46613 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.) Refer to supplemental sheet Manufacturing Equipment 4/1/2025 12/31/2026 R&D Equipment Logist Dist Equipment IT Equipment 4/1/2025 12/31/2026 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained Salaries Number Additional Salaries 25 1,650,000 25 1,650,000 75 2,750,000 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT NOTE:Pursuant to IC 6-1.1-12.1-5.1 (d)(2)the MANUFACTURING R&D EQUIPMENT LOGIST DIST IT EQUIPMENT EQUIPMENT EQUIPMENT COST of the property is confidential. ASSESSED ASSESSED ASSESSED ASSESSED COST VALUE COST VALUE COST VALUE COST VALUE Current values 21,000,000 80,000 Plus estimated values of proposed project 70,000,000 30,000 Less values of any property being replaced Net estimated values upon completion of project $91,000,000 $0 0 0 o 0 $110,000 $0 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) 0 Estimated hazardous waste converted(pounds) 0 Other benefits. Refer to supplemental sheet SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative Date signed(month.day.year) Printed name of authorized representative Ttle Page 1 of 2 FOR USE OF THE DESIGNATING BODY We have reviewed our prior actions relating to the designation of this economic revitalization area and find that the applicant meets the general standards adopted in the resolution previously approved by this body. Said resolution, passed under IC 6-1.1-12.1-2.5, provides for the following limitations as authorized under IC 6-1.1-12.1-2. A. The designated area has been limited to a period of time not to exceed N/A calendar years*(see below). The date this designation expires is 12/31/2026 NOTE:This question addresses whether the resolution contains an expiration date for the designated area. B. The type of deduction that is allowed in the designated area is limited to: 1 . Installation of new manufacturing equipment; Yes No Enhanced Abatement per IC 6-1.1-12.1-18 2. Installation of new research and development equipment; Yes N o Check box if an enhanced abatement was 3. Installation of new logistical distribution equipment. ElYes El N o approved for one or more of these types. 4. Installation of new information technology equipment; El Yes N o C.The amount of deduction applicable to new manufacturing equipment is limited to$ N/A cost with an assessed value of N/A One or both fines 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: Year 1 Year 2 Year 3 El Year 4 Year 5 Enhanced Abatement per IC 6-1.1-12.1-18 Number of years approved: El Year 6 Year 7 El 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 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, 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 2 of 2 Filed in-Cie-n Clerk's Office Pure Green Farms Supplemental Sheet y DAWN j.JONES Form SB-1/PP Section 2: Description of Manufacturing Equipment and "st.t l rs` ?li1THBEND,IN Benefits Our current location in South Bend is situated strategically and employs advanced technology to promote a safe and sustainable environment in which to grow its leafy greens(additional vegetable/fruit varieties are being researched). With the use of sun and minimal reliance on artificial light, energy efficiency is maximized.The current site rests on a 64-acre purchased parcel that can potentially expand up to 300 acres. The growing and packing systems are the most advanced in the industry,allowing for very minimal human hands touching the product. Robotics, sensors and video technology are installed throughout the greenhouse and the harvesting area. This streamlines our farm to table process and gives our customers peace of mind that they are getting their greens safely and sooner for a better-quality experience. The current(and all future additional) greenhouses deploy advanced automated growing systems that control and regulate all processing, growing,harvesting and production evolutions in the produce cycle.The greenhouse uses innovative climate management technologies to monitor and control the heating,the lighting,the air movement,general atmosphere,and concentration of CO2. Multiple screens in the greenhouse growing enclosures help manage light and temperature.The operations are also economically sustainable, utilizing recycling and using an estimated 90% less water compared to field grown lettuce or operating in a fully pest free environment. As the greens grow,automated gutters move and adjust to allow for increased spacing between plants. This helps the company achieve space efficiency throughout the facility. Labor efficiency is also significantly improved through Pure Green's automatic seeding,harvesting, and packing technology. Food safety is also top of mind at Pure Green.The indoor farm environment is pesticide-free and uses less water, meaning Pure Green's products are fresh,crisp,and offer the buy-side a long shelf life.Unique,high-quality varieties distributed to a select region maximize natural resources and minimize shrink and overall waste. MEMORANDUM OF AGREEMENT REAL PROPERTY TAX ABATEMENT) This Memorandum of Agreement (Agreement) dated as of January 7, 2025, serves as confirmation of a commitment by Greenleaf Holdco LLC (the "Applicant"), pending a January 13, 2025,public hearing,to comply with the project description,job creation and retention(and associated wage rates and salaries) figures contained in its petition, Statement of Benefits, and attachments and this Agreement. 1. Property Associated with the Abatement and Responsibilities of the Applicant. At the time of this Agreement, the property is located at 3820 West Calvert Street, South Bend, Indiana 46613, and has Key Numbers 71-08-16-400-004.000-026 and 71-08-16-400-008.000-026. Throughout the duration of the abatement, the Applicant shall promptly report any changes in the address or Key Number of the property receiving the abatement to the Department of Community Investment and to the Office of the City Clerk. Moreover, the Applicant also shall report any material changes or improvements made to the property subject to the abatement including changes as the result of subdividing,replatting,or otherwise. The Applicant agrees that failure to promptly report changes can result in a finding of noncompliance on behalf of the Applicant under the commitments of this Agreement. 2. Commitments of City and Applicant. Subject to the adoption of a Declaratory Resolution and a Confirmatory Resolution by the South Bend Common Council(the"SBCC"),the City of South Bend, Indiana, (the "City") commits to provide a nine-year (9) real property tax abatement for the Applicant,based on the Applicant's commitment set forth in its Application. The Applicant commits to the following(the"Commitments"): a) making total combined real property expenditures of no less than Twelve Million Dollars 12,000,000.00) for the construction of a new structure covering approximately 65 acres at property identified in Section 1 of this Agreement; b)retaining twenty-five(25)permanent full-time jobs with a total estimated annual payroll of 1,650,000 and creating at least seventy-five (75) permanent full-time jobs with a total estimated annual payroll of$2,750,000 within the first three years of the tax abatement. During the first year of the abatement, the Applicant's lowest paid permanent full-time employee shall be compensated at an hourly rate of at least Fifteen Dollars ($15.00) per hour ("Minimum Wage Rate"), and, in all subsequent years of the abatement,the Minimum Wage Rate of the Applicant shall increase by at least two percent(2%)over the previous year. c)acting in good faith to complete the project as described in its Application. 3. Applicant's Compliance with City and State Laws. During the term of the abatement, the Applicant shall comply with Chapter 2, Article 6, of the South Bend Municipal Code, entitled "Tax Abatement Procedures," and all governing provisions of the Indiana Code. During the term of this abatement,the City may annually request information from the Applicant concerning the nature of the Project, the approved capital expenditure of the Project, the number of full-time permanent positions 1 newly created by the Project, and the average wage rates and salaries(excluding benefits&overtime) associated with the positions, and the Applicant shall provide the City with adequate written evidence thereof within fifteen (15) days of such request (the "Annual Survey"). The City shall utilize this information and the information required to be filed by the Applicant in the CF-1 Compliance with the Statement of Benefits form to verify that the Applicant has at all times complied with the Commitments after the Commitment Date and during the duration of the abatement and for no other purpose. The Applicant further agrees to provide the City with such additional information as requested by the City to determine Applicant's compliance with the Commitments and with local and state requirements within twenty(20) days following any such request. Notwithstanding anything herein to the contrary, the Applicant acknowledges that the City may be required to disclose certain documents provided by the Applicant as required by a court order or applicable law. 4. Substantial Compliance and Rights of Termination. The City, by and through the SBCC, reserves the right to terminate the Economic Revitalization Area designation and associated property tax abatement deductions if it reasonably determines that the Applicant has not made reasonable efforts to substantially comply with all the Commitments, as defined in Section 2 of this Agreement,and the Applicant's failure to substantially comply with the Commitments was not due to factors beyond its reasonable control, as described in Section 5 below. 5. Factors Beyond Control. As used in this Agreement, factors beyond the control of the Applicant shall only include factors not reasonably foreseeable at the time of designation application and submission of Statement of Benefits which are not caused by any act or omission of the Applicant, and which materially and adversely affect the ability of the Applicant to substantially comply with this Agreement. Applicant has the burden to communicate to the City any such factors in which it believes is beyond its control and impacting its ability to fulfill the terms of this Agreement or any tax abatement benefit provided to the City. The City reserves the right to investigate the factors cited by Applicant under this Section 5 to the fullest extent possible and may deny Applicant's request upon the completion of the City's investigation. 6. Repayment of Tax Abatement Savings. If at any time during the term of this Agreement the Applicant shall: (a)be delinquent or in default with respect to any tax payment in St. Joseph County, Indiana;or(b)cease operations at the facility for which the tax abatement was granted;or(c)announce the cessation of operations at such facility, then the City may immediately terminate the Economic Revitalization Area designation and associated tax abatement deductions, and upon such termination, require Applicant to repay all of the tax abatement savings received through the date of such termination. 7. Notice/Hearing of Termination. In the event that the City determines that the Economic Revitalization Area designation and associated tax abatement deductions should be terminated or that all or a portion of the tax abatement savings should be repaid, it will give the Applicant notice of such determination, including a written statement calculating the amount due from the Applicant, and will provide the Applicant with an opportunity to meet with the City's designated representatives to show cause why the abatement should not be terminated and/or the tax savings repaid. Such notice shall state the names of the person with whom the Applicant may meet and will provide that the Applicant shall have thirty (30) days from the date of such notice to arrange such meeting and to provide its evidence concerning why the abatement termination and/or tax savings repayment should not occur. 2 If,after giving such notice and receiving such evidence, if any,the City determines that the abatement termination and/or the tax repayment action is proper, the Applicant shall be provided with written notice and a hearing before the SBCC before any final action shall be taken terminating the abatement and/or requiring repayment of tax benefits. The Applicant shall be entitled to appeal that determination to a St. Joseph County Superior or Circuit Court. 8. Repayment. In the event the City requires repayment of the tax abatement savings as provided hereunder, it shall provide Applicant with a written statement calculating the amount due (the Statement"), and Applicant shall make such repayment to the City within one hundred twenty (120) days of the date of the Statement. If the Applicant does not make timely repayment, the City shall be entitled to all reasonable costs and attorneys' fees incurred in the enforcement of this Agreement and the collection of the tax abatement savings required to be repaid hereunder. 9. Voidance of Previous Agreement.This Agreement supersedes the Memorandum of Agreement dated March 10,2022, as agreed to by the Applicant and the City. 10. Modification/Entire Agreement. This Agreement and the schedules attached hereto as Exhibit A contain the entire understanding between the City and the Applicant with respect to the subject matter hereof, and supersede all prior and contemporaneous agreements and understandings, inducements, and conditions, expressed or implied, oral, or written, except as herein contained. This Agreement may not be modified or amended other than by an agreement in writing signed by the City and the Applicant. The Applicant understands that any and all filings required to be made or actions required to be taken to initiate or maintain the abatement are solely the responsibility of the Applicant. 11. Waivers. Neither the failure nor any delay on the part of the City to exercise any right,remedy, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial exercise of any right, remedy,power, or privilege preclude any other or further exercise of the same or of any other right,remedy,power,or privilege with respect to any occurrence or be construed as a waiver of such right,remedy,power,or privilege with respect to any other occurrence. No waiver shall be effective unless it is in writing and is signed by the party asserted to have granted such waiver. 12. Notices. All notices, requests, demands, and other communications required or permitted under this Agreement shall be in writing and shall be deemed to have been received when delivered by hand or by facsimile (with confirmation by registered or certified mail) or on the third business day following the mailing,by registered or certified mail,postage prepaid,return receipt requested,thereof, addressed as set forth below: If to Applicant: Greenleaf Holdco,LLC 3820 W. Calvert St, South Bend,Indiana 46613 Attn: Joe McGuire If to the City: City of South Bend, Indiana 227 W. Jefferson Boulevard, Suite 1400S South Bend,Indiana 46601 Attn: Executive Director of Community Investment 3 13. Governing Laws of Indiana. This Agreement and all questions relating to its validity, interpretation,performance,and enforcement shall be governed by the laws and decisions of the courts of the State of Indiana. 14. Applicant's Consent to Jurisdiction. The Applicant hereby irrevocably consents to the jurisdiction of the Courts of the State of Indiana and of the St.Joseph County Circuit or Superior Court in connection with any action or proceeding arising out of or relating to this Agreement or any documents or instrument delivered with respect to any of the obligations hereunder, and any action related to this Agreement shall be brought in such County and in such Court. 15. Assignment and Transfer Prohibited. This Agreement shall be binding upon and inure to the benefit of the City and the Applicant and their successors and assigns, except (a) that no party may assign or transfer its rights or obligations under this Agreement without the prior written consent of the other party hereto, in which consent shall not be unreasonably withheld, and (b) Applicant may assign and transfer its rights under this Agreement to the Permitted Assign without prior written consent. "Permitted Assign" means the affiliated single purpose entity created for purposes of designing, constructing, owning, operating, and maintaining the project which is the subject of this Agreement. 16. Valid and Binding Agreement. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original as against any party whose signature appears thereon, and all of which shall together constitute one and the same instrument. By executing this Agreement, each person so executing affirms that he has been duly authorized to execute this Agreement on behalf of such party and that this Agreement constitutes a valid and binding obligation of the party. 17. Severability. The provisions of this Agreement and of each section or other subdivision herein are independent of and separable from each other,and no provision shall be affected or rendered invalid or unenforceable by virtue of the fact that for any reason any other or others of them may be invalid or unenforceable in whole or in part unless this Agreement is rendered totally unenforceable thereby. 18. No Personal Liability. No official, director, officer, employee, or agent of the City shall be charged personally by the Applicant, its employees, or its agents with any liabilities or expenses of defense or be held personally liable to the Applicant under any term or provision of this Agreement or because of the execution by such party of this Agreement or because of any default by such party hereunder. Remainder of page intentionally blank.' 4 IN WITNESS WHEREOF.the parties hereto have executed this Agreement as of the day and year first above written. Applicant" City" Greenleaf Holdco, LLC City of South Bend,Indiana By: By: Joe McGuire Sharon McBride Chief Executive Officer President, South Bend Common Council Approved as to Legal Adequacy and Form this By: day of 20)5. Troy Warner Chairperson,Community Investment Committee Counsel, South Bend Common Council By: Erik Glavich Department of Community Investment Counsel for Applicant By: James Mueller Mayor 5 EXHIBIT A Abatement Schedule Subject to the adoption by the SBCC of a resolution reconfirming the adoption of Declaratory Resolution No. No. 4939-22, the property owner is qualified for and is granted a real property tax abatement for a period of nine (9)years as shown by the schedule outlined below. Year 1 - 100% Year 2 - 100% Year 3 - 100% Year 4 - 100% Year 5 - 100% Year 6- 90% Year 7- 80% Year 8- 70% Year 9- 60% 6 MEMORANDUM OF AGREEMENT PERSONAL PROPERTY TAX ABATEMENT) This Memorandum of Agreement (Agreement) dated as January 7, 2025, serves as confirmation of a commitment by Greenleaf Holdco LLC (the "Applicant"), pending a January 13, 2025,public hearing,to comply with the project description,job creation,and retention(and associated wage rates and salaries) figures contained in its petition, Statement of Benefits, and attachments and this Agreement(Commitments). 1. Commitments of City and Applicant. Subject to the adoption of a Declaratory Resolution and a Confirmatory Resolution by the South Bend Common Council(the"SBCC"),the City of South Bend, Indiana, (the "City") commits to provide a five-year (5) personal property tax abatement for the Applicant,based on the Applicant's commitment set forth in its Application. The Applicant commits to the following(the"Commitments"): a) making a capital expenditure of no less than Sixty-Eight Million Dollars($68,000,000.00) associated with the purchase of new logistical distribution equipment for Greenleaf Holdco located at 3820 W Calvert Street, South Bend, IN 46613, and has Key Numbers 71-08-16-400-004.000-026 and 71-08-16-400-008.000-026. b)retaining twenty-five(25)permanent full-time jobs with a total estimated annual payroll of 1,650,000 and creating at least seventy-five (75) permanent full-time jobs with a total estimated annual payroll of$2,750,000 within the first three years of the tax abatement. During the first year of the abatement, the Applicant's lowest paid permanent full-time employee shall be compensated at an hourly rate of at least Fifteen Dollars($15.00)per hour("Minimum Wage Rate"),and,in all subsequent years of the abatement,the Minimum Wage Rate of the Applicant shall increase by at least two percent 2%)over the previous year. c)acting in good faith to complete the project as described in its Application. 2. Applicant's Compliance with City and State Laws. During the term of the abatement, the Applicant shall comply with Chapter 2, Article 6, of the South Bend Municipal Code, entitled "Tax Abatement Procedures," and all governing provisions of the Indiana Code. During the term of this abatement,the City may annually request information from the Applicant concerning the nature of the Project, the approved capital expenditure of the Project, the number of full-time permanent positions newly created by the Project, and the average wage rates and salaries(excluding benefits&overtime) associated with the positions, and the Applicant shall provide the City with adequate written evidence thereof within fifteen (15) days of such request (the "Annual Survey"). The City shall utilize this information and the information required to be filed by the Applicant in the CF-1 Compliance with the Statement of Benefits form to verify that the Applicant has at all times complied with the Commitments after the Commitment Date and during the duration of the abatement and for no other purpose. The Applicant further agrees to provide the City with such additional information as requested by the City to determine Applicant's compliance with the Commitments and with local and state requirements within twenty(20)days following any such request.Notwithstanding anything herein to the contrary, the Applicant acknowledges that the City may be required to disclose certain documents provided by the Applicant as required by a court order or applicable law. 1 3. Substantial Compliance and Rights of Termination. The City, by and through the SBCC, reserves the right to terminate the Economic Revitalization Area designation and associated property tax abatement deductions if it reasonably determines that the Applicant has not made reasonable efforts to substantially comply with all the Commitments, as defined in Section 1 of this Agreement,and the Applicant's failure to substantially comply with the Commitments was not due to factors beyond its reasonable control,as described in Section 4 below. 4. Factors Beyond Control. As used in this Agreement, factors beyond the control of the Applicant shall only include factors not reasonably foreseeable at the time of designation application and submission of Statement of Benefits which are not caused by any act or omission of the Applicant, and which materially and adversely affect the ability of the Applicant to substantially comply with this Agreement.Applicant has the burden to communicate to the City any such factors in which it believes is beyond its control and impacting its ability to fulfill the terms of this Agreement or any tax abatement benefit provided to the City. The City reserves the right to investigate the factors cited by Applicant under this Section 4 to the fullest extent possible and may deny Applicant's request upon the completion of the City's investigation. 5. Repayment of Tax Abatement Savings. If at any time during the term of this Agreement the Applicant shall: (a) be delinquent or in default with respect to any tax payment in St. Joseph County, Indiana;or(b)cease operations at the facility for which the tax abatement was granted;or(c)announce the cessation of operations at such facility, then the City may immediately terminate the Economic Revitalization Area designation and associated tax abatement deductions, and upon such termination, require Applicant to repay all of the tax abatement savings received through the date of such termination. 6. Notice/Hearing of Termination. In the event that the City determines that the Economic Revitalization Area designation and associated tax abatement deductions should be terminated or that all or a portion of the tax abatement savings should be repaid, it will give the Applicant notice of such determination, including a written statement calculating the amount due from the Applicant, and will provide the Applicant with an opportunity to meet with the City's designated representatives to show cause why the abatement should not be terminated and/or the tax savings repaid. Such notice shall state the names of the person with whom the Applicant may meet and will provide that the Applicant shall have thirty (30) days from the date of such notice to arrange such meeting and to provide its evidence concerning why the abatement termination and/or tax savings repayment should not occur. If,after giving such notice and receiving such evidence, if any,the City determines that the abatement termination and/or the tax repayment action is proper, the Applicant shall be provided with written notice and a hearing before the SBCC before any final action shall be taken terminating the abatement and/or requiring repayment of tax benefits. The Applicant shall be entitled to appeal that determination to a St. Joseph County Superior or Circuit Court. 7. Repayment. In the event the City requires repayment of the tax abatement savings as provided hereunder, it shall provide Applicant with a written statement calculating the amount due (the Statement"),and Applicant shall make such repayment to the City within one hundred twenty(120) days of the date of the Statement. If the Applicant does not make timely repayment, the City shall be entitled to all reasonable costs and attorneys' fees incurred in the enforcement of this Agreement and the collection of the tax abatement savings required to be repaid hereunder. 2 8. Voidance of Previous Agreement. This Agreement supersedes the Memorandum of Agreement dated March 10,2022,as agreed to by the Applicant and the City. 9. Modification/Entire Agreement. This Agreement and the schedules attached hereto as Exhibit A contain the entire understanding between the City and the Applicant with respect to the subject matter hereof, and supersede all prior and contemporaneous agreements and understandings, inducements, and conditions, expressed or implied, oral,or written, except as herein contained. This Agreement may not be modified or amended other than by an agreement in writing signed by the City and the Applicant. The Applicant understands that any and all filings required to be made or actions required to be taken to initiate or maintain the abatement are solely the responsibility of the Applicant. 10. Waivers. Neither the failure nor any delay on the part of the City to exercise any right,remedy, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial exercise of any right, remedy, power,or privilege preclude any other or further exercise of the same or of any other right,remedy,power,or privilege with respect to any occurrence or be construed as a waiver of such right, remedy,power,or privilege with respect to any other occurrence. No waiver shall be effective unless it is in writing and is signed by the party asserted to have granted such waiver. 11. Governing Laws of Indiana. This Agreement and all questions relating to its validity, interpretation,performance,and enforcement shall be governed by the laws and decisions of the courts of the State of Indiana. 12. Applicant's Consent to Jurisdiction. The Applicant hereby irrevocably consents to the jurisdiction of the Courts of the State of Indiana and of the St.Joseph County Circuit or Superior Court in connection with any action or proceeding arising out of or relating to this Agreement or any documents or instrument delivered with respect to any of the obligations hereunder, and any action related to this Agreement shall be brought in such County and in such Court. 13. Notices.All notices,requests,demands,and other communications required or permitted under this Agreement shall be in writing and shall be deemed to have been received when delivered by hand or by facsimile(with confirmation by registered or certified mail)or on the third business day following the mailing,by registered or certified mail,postage prepaid,return receipt requested,thereof,addressed as set forth below: If to Applicant: Greenleaf Holdco,LLC 3820 W Calvert St, South Bend, IN 46613 Atm; Joe McGuire,CEO If to the City:City of South Bend, Indiana 227 W.Jefferson Boulevard, Suite 1400S South Bend, Indiana 46601 Attn: Executive Director of Community Investment 14. Assignment and Transfer Prohibited. This Agreement shall be binding upon and inure to the benefit of the City and the Applicant and their successors and assigns, except that no party may assign or transfer its rights or obligations under this Agreement without the prior written consent of the other party hereto, in which consent shall not be unreasonably withheld. 15. Valid and Binding Agreement. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original as against any party whose signature appears thereon, and all of which shall together constitute one and the same instrument. By executing this Agreement, each person so executing affirms that he has been duly authorized to execute this Agreement on behalf of such party and that this Agreement constitutes a valid and binding obligation of the party. 16. Severability. The provisions of this Agreement and of each section or other subdivision herein are independent of and separable from each other,and no provision shall be affected or rendered invalid or unenforceable by virtue of the fact that for any reason any other or others of them may be invalid or unenforceable in whole or in part unless this Agreement is rendered totally unenforceable thereby. 17. No Personal Liability. No official, director, officer, employee, or agent of the City shall be charged personally by the Applicant, its employees, or its agents with any liabilities or expenses of defense or be held personally liable to the Applicant under any term or provision of this Agreement or because of the execution by such party of this Agreement or because of any default by such party hereunder. Remainder of page intentionally blank.] 4 IN WITNESS WHEREOF,the parties hereto have executed this Agreement as o f the day and year first above written. Applicant" City" Greenleaf Holdco LLC City of South Bend,Indiana By: By: Joe McGuire Sharon McBride Chief Executive Officer President, South Bend Common Council By: Approved as to Legal Adequacy and Form this Troy Warner day of 2025. Chairperson,Community Investment Committee Counsel, South Bend Common Council By: Erik Glavich Department of Community Investment Counsel for Applicant By: James Mueller Mayor 5 EXHIBIT A Abatement Schedule Subject to the adoption by the SBCC of a resolution reconfirming the adoption of Declaratory Resolution No.No. 4944-22, the property owner is qualified for and is granted a personal property tax abatement for a period of five (5)years as shown by the schedule outlined below. Year 1 - 100% Year 2 - 100% Year 3 - 100% Year 4- 100% Year 5 - 100% 6 RESOLUTION No. 4939-22 Passed by the Common Council of the City of South Bend,Indiana January 24, 20 22 aAttest: City Clerk Dawn M.Jones f Attest' President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana Januaryc2S 20 22 Zli,e;3-‹) City Clerk Dawn M.Jones Approved and signed by me Jaimael Z't 20 24 l Mayor BILL NO.22-04 RESOLUTION NO.4939-22 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 3820 W CALVERT STREET,SOUTH BEND IN 46613 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A NINE(9)YEAR REAL PROPERTY TAX ABATEMENT FOR GREENLEAF HOLDCO WHEREAS,a petition for real property tax abatement has been filed with the City Clerk for consideration by the Common Council of the City of South Bend,Indiana requesting that the area located at 3820 W Calvert Street,South Bend IN 46613,which is more particularly described as: Parcel ID: 018-8112-4237 Parcel Number: 71-08-16-400-004.000-026 Leal Description: SW SE S OF CALVERT ST 40 AC 16 37 2E Parcel ID: 018-1007-0223 Parcel Number: 71-08-16-400-008.000-026 Legal Description:SE SW1/4 N1271', W589', SW1349', E1175'Sec 16-37-2e 20/21 Split 32329 6/28/2019 to 022301 19/20 ANNEX#10625-18 10/26/18 from 017- 1007-0223 and which has Key Numbers 018-8112-4237 and 018-1007-0223 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 has agreed to and has accepted responsibility to report any changes in the final legal description and to report the final,appropriate Key Number 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,are 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 this area as an Economic Revitalization Area for purposes of real property tax abatement. SECTION V. The designation as an Economic Revitalization Area shall be limited to three(3) calendar years from the date of the adoption of this Resolution by the Common Council. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of nine (9) 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% Year2- 100% Year 3- 100% Year 4- 100% Year 5- 100% Year 6-90% Year 7-80% Year 8-70% Year 9-60% 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. S/ka,e, C1-31(1- Sharon L.McBride,President South Bend Common Council RESOLUTION No. 4941-22 Passed by the Common Council of the City of South Bend,Indiana February 14, 20 22. Attest: xaa../0 J City Clerk Dawn M.Jones a"1 .rit c344 r Attest' President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana February 14, 20 22 4,/--( 9X f4 City Clerk Dawn M.Jones Approved and signed by me I tlr„r/20 ?i? k/ Mayor BILL NO.22-05 RESOLUTION NO.4941-22 A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND,INDIANA,COMMONLY KNOWN AS 3820 W CALVERT STREET,SOUTH BEND IN 46613 AS AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A NINE(9)YEAR REAL PROPERTY TAX ABATEMENT FOR GREENLEAF HOLDCO WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as Economic Revitalization Areas for the purpose of tax abatement consideration;and WHEREAS, a Declaratory Resolution designated the area commonly known as 3820 W Calvert Street,South Bend IN 46613,and which is more particularly described as follows: Parcel ID: 018-8112-4237 Parcel Number: 71-08-16-400-004.000-026 Leal Description: SW SE S OF CALVERT ST 40 AC 16 37 2E Parcel ID: 018-1007-0223 Parcel Number: 71-08-16-400-008.000-026 Legal Description:SE SWI/4 N1271', W589', SW1349', E1175'Sec 16-37-2e 20/21 Split 32329 6/28/2019 to 022301 19/20 ANNEX#10625-18 10/26/18 from 017- 1007-0223 and which has Key Numbers 018-8112-4237 and 018-1007-0223 be designated as an Economic Revitalization Area;and WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing before the Council has been published pursuant to Indiana Code 6-1.1-12.1-2.5;and WHEREAS, the Council held a public hearing for the purposes of hearing all remonstrances and objections from interested persons;and WHEREAS, the Council has determined that the qualifications for an economic revitalization area have been met. NOW,THEREFORE,BE IT RESOLVED by the Common Council of the City of South Bend,Indiana,as follows: SECTION I. The Common Council hereby confirms its Declaratory Resolution designating the area described herein as an Economic Revitalization Area for the purposes of tax abatement. Such designation is for Real property tax abatement only and is limited to three(3)calendar years from the date of adoption of the Declaratory Resolution by the Common Council. SECTION II. The Common Council hereby determines that the property owner is qualified for and is granted Real property tax deduction for up to a period of nine(9)years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17 and further determines that the petition, the Memorandum of Agreement between the Petitioner and the City of South Bend, and the Statement of Benefits comply with Chapter 2, Article 6,of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12 et seq. Year 1 - 100% Year 2-100% Year 3-100% Year 4- 100% Year 5-100% Year 6-90% Year 7-80% Year 8—70% Year 9—60% SECTION III. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. Sharon L.McBride,President South Bend Common Council RESOLUTION No. 4944-22 Passed by the Common Council of the City of South Bend,Indiana January 24. 20 92 Attest: City Clerk Dawn M.Jones Attest President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana Januaryc2,20 22 . Le_e:of ...64...)City Clerk Dawn M.Jones Approved and signed by me 4,"'`,' t 6/ 20 Zt".V Mayor BILL NO.22-08 RESOLUTION NO.4944-22 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 3820 W CALVERT,SOUTH BEND IN 46613 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A(5)FIVE-YEAR PERSONAL PROPERTY TAX ABATEMENT FOR GREENLEAF HOLDCO 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 3820 W Calvert Street,South Bend IN 46613,and which is more particularly described as follows: 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 sm.,and South Bend Municipal Code Sections 2- 76 et sew.,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 sec.,and South Bend Municipal Code Sections 2-76,et sew.,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 sm.,that: a. The estimate of the cost of the new logistical distribution equipment including but not limited to conveyors,scanning and moving equipment,packaging equipment, sorting and picking equipment is reasonable for equipment of that type; b. That the estimate of the number of individuals that will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed installation of new logistical distribution equipment; c. That the estimate of the annual salaries of those individuals that will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed installation of new logistical distribution equipment; d. Any other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed new logistical distribution 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 logistical distribution 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 be limited to three(3)calendar years from the date of the adoption of this Resolution by the Common Council. SECTION V. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of(5)five years as shown below pursuant to Indiana Code 6-1.1-12.1-17. Year 1-100% Year 2- 100% Year 3- 100% Year 4-100% Year 5- 100% 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 L.McBride,President South Bend Common Council 2 RESOLUTION No. 4945-22 Passed by the Common Council of the City of South Bend.Indiana Fehrtterry 14 20_2a. Attest: //,,/-(/A/C) / - City Clerk Dawn M.Jones Attest President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana February 14, 20 22 City Clerk Dawn M.Jones Approved and signed by me ftlf•411 Z I 20 22. Mayor BILL NO.22-09 RESOLUTION NO.4945-22 A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND,INDIANA,COMMONLY KNOWN AS 3820 W CALVERT STREET,SOUTH BEND IN AS AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE(5)YEAR PERSONAL PROPERTY TAX ABATEMENT FOR GREENLEAF HOLDCO WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as Economic Revitalization Areas for the purpose of tax abatement consideration;and WHEREAS, a Declaratory Resolution designated the area commonly known as 3820 W Calvert Street,South Bend IN 46613 and which is more particularly described as follows: Business Personal Property and which has Key Numbers to be assigned,be designated as an Economic Revitalization Area;and WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing before the Council has been published pursuant to Indiana Code 6-1.1-12.1-2.5; and WHEREAS, the Council held a public hearing for the purposes of hearing all remonstrances and objections from interested persons;and WHEREAS, the Council has determined that the qualifications for an economic revitalization area have been met. NOW,THEREFORE,BE IT RESOLVED by the Common Council of the City of South Bend,Indiana,as follows: SECTION I. The Common Council hereby confirms its Declaratory Resolution designating the area described herein as an Economic Revitalization Area for the purposes of tax abatement. Such designation is for personal property tax abatement only and is limited to three(3) calendar years from the date of adoption of the Declaratory Resolution by the Common Council. SECTION II. The Common Council hereby determines that the property owner is qualified for and is granted personal property tax deduction for a period of five(5)years as shown below pursuant to Indiana Code 6-1.1-12.1-17 and further determines that the petition, the Memorandum of Agrevuient between the Petitioner and the City of South Bend,and the Statement of Benefits comply with Chapter 2,Article 6,of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12 et seq. Year 1-100% Year 2- 100% Year 3- 100% Year 4-100% Year 5- 100% SECTION III. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. SAwthk. r4 Sharon L.McBride,President South Bend Common Council o44UTH 84.,. V y PEACE 1865 CITY OF SOUTH BEND COMMUNITY INVESTMENT Santiago Garces, Executive Director January 19, 2022 Council Member Rachel Tomas Morgan,Chairperson Community Investment Committee South Bend Common Council 4th Floor, County City Building South Bend, IN 46601 RE: Real& Personal Property Tax Abatement Petition for: Greenleaf HoldCo Dear Council Member Tomas Morgan: Please find the attached information pertaining to a real and personal property tax abatement petition submitted by Greenleaf HoldCo to build a new production facility at 3820 W Calvert Street, South Bend, IN 46613 and purchase new logistical distribution equipment.This petition package includes: i- Department of Community Investment's summary report Petition Statement of Benefits forms (Real and Personal properties) Supporting information The report contains the Department's findings relative to the above petition. The petitioner proposes to invest approximately$12,000,000 in new construction and purchase new logistical distribution equipment with estimated cost of$68,000,000. A total project cost is approximately $80,000,000. A representative from Greenleaf HoldCo will be available to meet with the Committee on Monday,January 24, 2022. Should you or any of the other Council members have any questions concerning the report, or need additional information, please feel free to call me at 574-235-5838. Sincerely, Angelina Billo Director of Business Development EXCELLENCE ACCOUNTABILITY I INNOVATION INCLUSION , EMPOWERMENT 1400S County-City Building 1227 W.Jefferson Blvd. South Bend,Indiana 46601 p 574.235.9371 www.southbendin.gov TAX ABATEMENT REPOR T TO: South Bend Common Council FROM:Angelina Billo, Director of Business Development SUBJECT: REAL & PERSONAL PROPERTY TAX ABATEMENT PETITION FOR: Greenleaf HoldCo DATE:January 19, 2022 On Tuesday, January 4, 2022, a petition from Greenleaf HoldCo was received and subsequently filed with the City Clerk for real and personal property tax abatements consideration for property located at 3820 W Calvert Street, South Bend, IN 46613. Pursuant to Chapter 2,Article 6, Section 2-84.2 of the Municipal Code of the City of South Bend, this 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 I.C.6-1.1-12.1 and whether all zoning requirements have been met. The Department of Community Investment has reviewed the petition (a copy of which is attached), investigated the area, and makes the following report. PROJECT SUMMARY Pure Green Farms("Pure Green")was founded by Ceres Partners, South Bend and has since garnered investments from Taylor Farms Inc. and Paul J. Mastronardi (a principal owner of Red Sun Farms). Greenleaf Holdco, LLC owns 64.12 acres, but has the ability to expand into the entire nearly 300-acre site via its relationship and mutual ownership with Ceres Partners.Pure Green currently sells to Martins,Kroger,Spartan Nash,Tony's Fresh Markets, Walt's Markets, Stanz's Food Service,Performance Food Service and to LaRosa's to name a few. The existing facility in South Bend consist of 3.5 acres of greenhouse, a main building used for planting, harvesting and cold storage, and another building that houses the boilers and irrigation. The current facility has the capability to produce 2 million pounds of lettuce per year and is well on its way to having its production being fully subscribed. Unique to Pure Green is the fact that their planting,grow and harvesting operation is 100% automated and fully staffed with local personnel. Greenleaf HoldCo proposes to invest approximately $12m in new production facilities and $68m in new logistical distribution equipment including but not limited to conveyors, scanning and moving equipment, packaging equipment, sorting and picking equipment. The additional phases of greenhouse builds are planned to be approximately 4.2 acres each, plus additional ancillary buildings. The total lettuce production for all four phases will be approximately 8 million lbs. annually. EMPLOYMENT IMPACT Per this petition, it is estimated that the company will: Retain twenty-five (25) permanent full-time jobs representing a total annual payroll of$1,650,000 and create,at least,seventy-five(75)new full-time jobs with an estimated total annual payroll of$2,750,000. ABATEMENT QUALIFICATION 1. A review of the tax abatements previously granted, finds that the petitioner has not been granted any tax abatements. 2. The Area Plan Commission has reviewed the petition and finds the property to be properly zoned for the proposed project. 3. A review of the South Bend Redevelopment designation areas finds that the property is located in the River West Development Area. 4. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for the nine (9) year real property and five (5) year personal property tax abatements under section 2-82.1, Industrial development in Urban Enterprise Zone and Redevelopment Blighted Areas, and section 2-84.2, Tangible Personal Property Tax Abatement. City of South Bend Petition for Incentives Petition must include a$250 filing fee payable to the City Clerk's Office or online via the City's website at httIwa.,p//southbendin.gov/government/content/cox-abatement before processing can be complete General Information Project Name Project Number Legal name as registered with Secretary of Greenleaf Holdco State Business structure Corporation Company webslte http://www.enjoypuregreen.com/ Proposed Project Information Proposed project address 3820 W. Calvert St. Parent company name N/A City,State.np South Bend, IN 46613 Legal owner Greenleaf Holdco Site acreage or acreage required 65 Is the real estate owned or Owned leased Square feet of facility If leased by whom Primary Contact Information Primary company contact name 1 TitleJoeMcGuire CEO Address of company contact i 3820 W. Calvert St. Phone 863-370-3154 aty,State,Zip South Bend, IN 46613 Email jmguire@gopgf.com 1Senlor Official Information Company senior official name Joe McGuire Title Address of company contact(If different from Phone abouel City,State,Zip Email Consultant Information/Agent Hired business consultant/agent name Apra Gremrhuusa Group I_LCi Greg Elam Consultant release(Y/N) Y Address y2012HebronTraceDrive Local economic development partners tl approval lY/N 1 City,State,Zip Nolensville, TN 37135 Email gregigagragreenhousegroup corn Project Overview Brief description of your Our purpose is to grow fresh produce responsibly through innovativecompany,project,and why the property is necessary for farming. Pure Green Farms currently operates a four acre, state of the economic growth art hydroponic greenhouse farming facility that produces four kinds of fresh lettuce for retail and wholesale consumption, 365 days a year. The current facility rests on 65 acres of owned farmland in Southwest South Bend, IN. The existing greenhouse has the target capacity to produce about two million pounds of lettuce a year and seeks to expand operations, exploring options for building additional greenhouses to grow and sell additional lettuce and/or produce. riled in Clerk s Office Certified Technology Park appropriate No II is the project In a Tax Incremental Financing Yes 4Is1 jilt 1 area?If so,which? Certify that the Building Permit has not been Number of residential units created by Issued it/Ni Yes oralect C)A1Iti I If this Is a petition for personal property tan abatement,has CITY r M' C NES No CLERK,SOUTti B! NU, INtheequipmentbeenInstalled Investment Details Public Infrastructure needs(Off- Has any SO4 funding been What Is the value of any equipment being purchased In What Is the value of any equipment being site of project In dollars) received? Indiana for the project? purchased from out of state for the project? 500,000 INew Project Investments Calendar Year 2021 2022 2023 I024 2025 2026 2027 2028 land Acquisition Building Lease Payments Building Purchase Costs New Building Construction 3 4 007 000.00 S 4,000.000 00$4,000,00J.00 Existing Building improvements New Machinery B Equipment moawoo s1,,000,;,;. s,r cap da,w Special Tooling/Retooling r 100000 00 New Furniture/Fixtures S 30,00C.00 New Computer/FT Hardware S 20,JOL OC New Software S 20.000 00 On-site Rail Infrastructure On-site Fiber Infrastructure TOTAL 0.00 1,. xdn,.u., ,- x,.wY.M $0.00 $0.00 $0.00 $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year lobs retained Total hourly Cumulative It of net NEW full time Hourly average wage,w/o Total training I Total B to be wage w/o permanent lobs created at project benefits or bonuses,of expenditure- trained-not fringe or cumulative net new jobs not cumulative bonuses cumulative 2021 2022 45 24.34 32000 35 2023 75 24.34 45000 50 2024 105 24.34 45000 50 2025 2026 2027 2028 2029 2030 2031 2032 Provide hourly wage Information for new employees In the following positions. Full time Part time Laborers 15 15 Technical 20 20 Managerial 17 17 Administrative 20 20 Who will be the individual responsible for coordinating with WorkOne on recruiting? Jay Paciorek Does your company have an EEO hiring policy? y Are you ar FFO employer? v Please list the number of full time and part time minority and/or female employees for each of Please describe your commitment to the last three years: diversity and inclusion by detailing your Year outreach and recruitment efforts for the last 2020 2,010 2013 three years as well as current policies. Full Time Part Time Full Time Part Time Full Time Part Time Black opponunige.a rem..en do bads a ea cab.nlbtn,ode,ty, uW.pn,pe,rec mb memM1 me lndudoe Yemarry!..P. Hispanic evoa..1>wrWem.ponds,mdlW.,..,.,poledmd Were.md. aop.due M d.)who,v.amr,iercprer.deebr,ope.1/d d. Asian mom ear Maw LU:m,n.lo mee and mammy,.work Indian e.,mwne,.mpwy.e,a toot.ear ey,.rr,eemr,endimpactmmuahopoked.and practices.We emkpn,eena rt. Female 1 company e moor wa and no rrn.ortmmeanm. Ream rote h.rCondom enr,.,d d enw.o a Ice nMpr2020 Other II Complete below for Real or Personal Property Tax Abatement only. Please sign for all requested incentives. 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 EasnPrt Points Available Paints yes or No) you qualify for the points,please enter the full amount of available points. 1 Qn truction Related(Contractor j:- A. ,moloy Local Companies(75%1 Y 20 20 B. surchase Materials from Local Companies(75%1 Y 20 20 C. Require Employees vs.Independent Contractors Y 20 19 D. Require Prevailing Wage(Davis Bacon) N 22 E. Require Health Benefits N 22 F. Require Pension Benefits N 1B G. Maintain Affirmative Action Plar. Y 20 20 1 Sub-total Construction Related: 80 141 2 Wage&Benefit Related 1Qwoer),:- A. Ray Target Wage levels Y 33 33 B >rovide Health Benefits Y 34 34 C. °rovide Pension Benefits(MOI K wi match) 1' 11 29 D. trovide Training Y 28 28 E. trovide Child Care N 15 F. 5rovide Transportation Assistance N 14 G. irovide Empioye Assisted Housing program N 9 Sub-total Wage&Benefit Related: 124 162 3 tr>addacce Related; A. :reate New Jobs Y 42 42 B. Retain Existing Jobs Y 41 41 C. Maintain Affirmative Action Plan Y 35 i5 D. srovide Targeted Hiring Preference i Sub-total Workforce Related: 118 152 4 SLQpQJt a MunkjQaLfaci i :. Support a SB Municipa Facility(donations to the A. y too,conservatory,museum,etc.)34 Name of Facility Sa.ath lend l'.uura,Parks&,Arts lsub-total Municipal Facility: 84 84 Sub-total from Above: 406 539 The undersigned owner(s)of real prope located within the City of South Bend,herby petition the Common Council of the City of South Bend for a real and/,sir pert al operty tax abatement consideration and pursuant to I.C.,6-1.1-12.1-1,et seq.,and Sou B 4 Mu pal Code.See=2:46et seg.,for this petition state the above. I Submitted By: coo, r bate: December 24,2021 1 For Staff Use Only Below This Line What is the current assessed value? Real Property: 65,60(0 Personal Property: What Is the projected assessed value? Real Property: Personal Property: What Is the tax key number for this project? 018-8112-4237 and 018-1007-0223 What Is the sIx digit NAICS code? 111419 Please attach a Google map and street view of the location. Please Ilst the amount of real and personal property taxes Real Property Taxes: Personal Property Taxes: paid for the last five years when applicable. Pay 2021 Year One 1,651 Pay 2020 Year Two 2,950 Year Three Year Four Year Five Please fill out the following Public Benefit Summary Information and add to total from above. lY or NI Points Points Public Benefit Item: Project Related: 5 A. Redevelop a Site that has Special Neecs B. Develop Based on Local University Research 35 C. Achieve a Physical Element of a Plan 35 Sub-total Project Related: 120 6 Super Size Ptotesit jpoinjvales are cum latiiv A. 100%to 199% y 25 25 B. 200%to 299% y 68 63 C. 300%to 399% y 65 65 D 400%and Over y 52 52 l5ub-total Super Size Projects: 210 210 7 Peyfor Municipal Infrastructure: A. Pay for Oversizing or Upgrading 14 B Pay for 26-50%of Extension Cost 26 C. Pay for 51-75%of Extension Cost 39 D. Pay for 76-100%of Extension Cost 52 Sub-total Infrastructure Related: 131 Total from Applicant Section: 406 539 Total from Staff Section: L1U 461 Total Public Benefit Points: 616 1000 Filed in Clerk's Office J.Ai. 0 4 202Z DAWN M.JONES 1tot va• STATEMENT OF BENEFITS CITY CLERK,SOUTH 6END,IN 2oPaY2o_ t_` REAL ESTATE IMPROVEMENTS or. f • N.A. State Donn 51767(RBI 117 14) FORM SB-1 I Real Property Prescribed by the Department of Local Government Finance PRIVACY NOTICE Th.s statement is being completed for real properly that quinines under(he following Indiana Code(check one box)' any information concerning the cosi LJ Redevelopment or rehabilitation of real estate improvements(IC 61,1-12.1.4 of me property and sp oyee salaries thepPpawtoindividualemployeesbythe Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per INSTRUCTIONS: IC 6-1.1•12.1.5.1. 7. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information front the applicant in making Ifs decision about whether to designate en Economic Revitalization Area Otherwise,this statement must be submitted to the designating body BEFORE the redevelopment or rehabildanon of real property for which the person wishes fo claim a deduction. 2. The statement of benefits form must be submitted to the designating body and the area designated en 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 after April 10. A properly owner who failed to We a deduction application within the prescribed deadline may file an application between March 7 and May 10 of a subsequent year. 4. A property owner who flies for the deduction must provide the County Auditor and designating body tvith a Form CF-1/Real Property. The Form CF-I/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 is applicable IC 6.1.1-12.1-5.1(b) 5. Fora Form Sf3.1/Reel Property that is approved alter June 30, 2013, the designating body is required to establish an abatement schedule for each deduction allowed. For a Form S8.7/Real Property that is approved prior 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 Greenleaf I loldco, 1.LC dba Pure Green Farris Address of taxpayer(number end sheet,dtt stale,and ZiPcod.) 3820 W.Calvert Name d corded person Telephone number E-rnaii address Joe McGuire,CEO 8i63 ) 37'0-31 >4 mc.uireG)-u).'Loan 1 SFCTi0l 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT eat designating body Resolution number fry ul joulh Ltcard;St.fuweph's County Location of properly County DLOF taxing district number 3820 W.Calvert South Bend,IN 46613 i. I ,s,J ph 0_G N uth hand(Portage) Description artist property improvements,ledeveiopmenL or rahabiltaden fuss additional sheets,/necessary) Estimated alert date(mon*day,year)L:unlinucil develupmrni el 64 aut.parcel of unwind lannland fate state•ei-ihe-aft hydtpinuc greenhouse cumples.I xpa7nd 1;I/'1extsungaac:c facility lit'adding additional vegetable pawing prernlmtna.I.r•Slhnatc between 15 to 20 more Aires of the unuscil properly cerr Is,lransformcd Into an tatvrro nritcmiailyoisluinable and cslltetiratly 111caswn8 apnrullust.h m+id Y.: Estimatedmmpleuon date(rmeear,day,year) and do aniiiauuring hub that will pnrdiu.c and distribute fresh prrdutc for the entire nndwesl ri Woo I'h l SECTION 3 ESTIrIIATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT: Current number Salaries Number retained Salaries Number odritona! Salaries 25 t.65M/Year ) 1.65M/Year SECTION 4 ES1IMATED TOTAL COST AND VALUE OF PROPOSED PROJECT' REAL ESTATE IMPROVEMENTS COST I ASSESSED VALUE J Current values 2.2 j('I 1 Iii Pruii H I Plus estimated values of proposed project 12 NI Less values of any property oeing replaced Net ostirrtatod values upon completion of• •.pet SECTION 5' WASTE.coriVERTED AND OTtIER[BE:NI:Fit;P • SED 6Y TMETAXPAYER Estimated solid waste converted(pounds) •° able out"i!n,,reaec :nuuislly N/AEstimatedhazardouswasteconverted(pounds) Other benefits ICucittstrill iirilsim:lab drwchgnnr:il.mud signrt,casl ieclinuingird udvancerncnis nil eppertwnli,:r for ill.iuhli i '•xpaitlion will nwxiurirc ulil u1i nt 1st unused land and will establith region as a n:uu,,tally roan,'i veil huh Ofaprtie all a nr Itxrd supply Roil,:omnurce!;eiwrutiial.Developed fucilinics will nuun,cnl ihr cursor,devcloprncatt of tin Oiivo 5t.Road Cerndor project anal neipht•i n art r.a-inn prop.rry.thrni!gh the AVAilaoitity of tourutg aril expanding rducaunnal glpnrtunitier for area high schools,universities and career exploration prograuu.C:wrenl public merest in sir facility has filer extremely robust and wi expect it will,asd)•mp¢ase as.the facility Cgrailtl/,prgtuotiin(tourism Complex 1,1111v.1dtic:1.A variety of:uia,,fresh en;erahles while muuuiviug cnvir„nmcniAlly usniinablc,c omcrva!i nn I•ticncity and ct.olnt;lally enhiutcintt praiuc.:. SECTION 6 TAXPAYER CERTIFICATION I hereby ceftity(! ha.•reprosentati 0s.JI-his statement are true. Signature at euiIio1l1l ol.• tap J hU i1fined/ impnf7A I M1 yNrJ Printed name d aid, t D% presentative Title J.distil caciorek Director of Finance Page 1 o12 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resclution 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 calendar years'(see below). The date this designation expires Is B. The type of deduction that Is allowed In the designated area Is limited to: 1.Redevelopment or rehabilitation of real estate improvements Yes No 2,Residentially distressed areas Yes No C. The amount of the deduction applicable Is limited to$ D. Other limitations or conditions(specify) E Number of years allowed: Year 1 Year 2 Year 3 Year 4 Year 5 ('see below) Year 6 Year 7 Year B Year 9 0 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? 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 Ulle 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 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. 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 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.(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 lobs 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. 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 taxpayers statement of benefits. Page 2 of 2 Filed in Clem • Office 1 ci%\iV Ii 4 201 STATEMENT OF BENEFITS FORM SB-1 /PPi PERSONAL PROPERTY CITY aAWN IVi.JC)iVES State Form 51764(R4/11-15) RK,Sot1TH Q(,IN3yiPrescribedbytheDepartmentofLocalGovernmentFinance PRIVACY NOTICE Any information concerning the coat of the property and specific salaries paid to individual employees by the property owner is confidential per IC P 1.1-12.1.5.1. INSTRUCTIONS i. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing I/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 distribution 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 betore 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 16 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 6-1.1-12.1-6.6) 5. For a Form SB-t'/PP that Is approved alter June 30,2013,the designating body Is required to establish an abatement schedule for each deduction allowed. Fora Form 58-f/PP that is approved prior to July 7,2013,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 person Greenlearklold Co. dba Pure Green Farms Joe McGuire,CEO Address of taxpayer ikuteber end street,city state,and ZIP code) Telephone number 3820 W.C,alvert 863) 370-3154 SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number(s) City of South Bend/St. Joseph County Location of properly Count DLGF taxing district number 3820 W. Calvert South Bend, IN 46613 St. Joseph 026 South Bend(Portage) t Description of manufacturing equipment and/or research and development equipment ESTIMATED and/or logistical distrbutinn equipment and/or Information technology equipmert. START DATE COMPLETION DATEUseadddionalsheetsifnecessary) Manufacturing Equipment 1/1/22 12/31/24 Please refer to supplemental sheet R&0 Equipment N/A N/A t Logist Dist Equipment N/A N/A IT Equipment 1/1/22 12/31/24 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT t Current number Salaries Number retained Salaries mbcr eddltlonal Salaries 25 1.65M/Yeah 23 1.65M/fear 75 2.73M/Year SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT NOTE:Pursuant to IC 6 1.1-12.1-5.1(d)(2)the MANUFACTURING R&D EQUIPMENT LOOtST DIET IT EQUIPMENT t EQUIPMENT EQUIPMENT COST of the property is confidential. COST ASSESSED COST ASSESSED COST ASSESSED COST ASSESSED VALUE VALUE VALUE VALUE Current values 21 M In Progress f lOK in Progress Plus estimated values of proposed project 70IV1 In Progress 101: In Progress Less values of any property being replaced Net estimated values upon completion of• eject 91 M In Progress I ICK lu Progress I SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER 1 Estimated solid waste converted(pounds) VLit,;i lc dn;i'o_rc,,1n11 Estimated hazaraous waste converted(pounds) "`\ Other benefits: Please refer to supplemental sheet SECTION 6 TAXPAYER CERTIFICATION I I hereby certify that the pre.a atlons In uye st6enl are true. Signature of authorized re a .. :liv. / Date signed(month,day year) 1/10/21 Printed name of authorized n6ris- tallve Tale J.Jay Paciot , Director of Finance 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 calendar years'(see below). The date this designation expires is 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 . Installation of new manufacturing equipment; Yes No 0 Enhanced Abatement per IC 6-1.1-12.1-18 2. Installation of new research and development equipment; 0 Yes 0 No Check box if an enhanced abatement was approved for one or more of these types. 3. Installation of new logistical distribution equipment. 0 Yes 0 N o 4. Installation of new information technology equipment;0 Yes 0 N C.The amount of deduction applicable to new manufacturing equipment is limited to$ _ cost with an assessed value of 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$ cost with an assessed value of 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$ cost with an assessed value of 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$ cost with an assessed value of One or both lines maybe filled out to establish a limit,if desired.) G. Other limitations or conditions(specify) H. The deduction for new manufacturing equipment and/or new research end development equipment and/or new logistical distribution equipment and/or new information technology equipment installed and first claimed eligible for deduction is allowed for. ElYear 1 0 Year 2 0 Year 3 0 Year 4 0 Year 5 El Enhanced Abatement per IC 6 1.1-12.1-18 Number of years approved: Year 6 0 Year 7 Year 8 0 Year 9 0 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 6-1.1-12.1-177 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 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 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. Art 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 Filed in Clerk's Office t...fii, zz Pure Green Farms Supplemental Sheet DAWr.f - JONES Form SB-1/PP Section 2: Description of Manufacturing Equipment and -as cbri©6sioii'TH BEND IN Benefits Our current location in South Bend is situated strategically and employs advanced technology to promote a safe and sustainable environment in which to grow its leafy greens(additional vegetable/fruit varieties are being researched). With the use of sun and minimal reliance on artificial light, energy efficiency is maximized.The current site rests on a 64-acre purchased parcel that can potentially expand up to 300 acres. The growing and packing systems are the most advanced in the industry, allowing for very minimal human hands touching the product. Robotics, sensors and video technology are installed throughout the greenhouse and the harvesting area.This streamlines our farm to table process and gives our customers peace of mind that they are getting their greens safely and sooner for a better-quality experience. The current(and all future additional) greenhouses deploy advanced automated growing systems that control and regulate all processing, growing,harvesting and production evolutions in the produce cycle.The greenhouse uses innovative climate management technologies to monitor and control the heating,the lighting,the air movement,general atmosphere,and concentration of CO2. Multiple screens in the greenhouse growing enclosures help manage light and temperature.The operations are also economically sustainable,utilizing recycling and using an estimated 90%less water compared to field grown lettuce or operating in a fully pest free environment. As the greens grow,automated gutters move and adjust to allow for increased spacing between plants. This helps the company achieve space efficiency throughout the facility. Labor efficiency is also significantly improved through Pure Green's automatic seeding, harvesting, and packing technology. Food safety is also top of mind at Pure Green. The indoor farm environment is pesticide-free and uses less water, meaning Pure Green's products are fresh,crisp, and offer the buy-side a long shelf life. Unique, high-quality varieties distributed to a select region maximize natural resources and minimize shrink and overall waste. Go gle Maps 3820 W Calvert St immi w Messer North Amencd. • ( I • W Calvert St VJ C al ert St Mary Ct M&K TRUCK CENT: SOUTH B: Shrader Tire&Oil Google Imagery©2022 IndianaMap Framework Data,Maxar Technologies,USDA Farm Service Agency,Map data©2022 500 ft 9 YEAR 19-Jan-22 Greenleaf Holdco South Bend Portage Township Real Property Tax Abatement Schedule* Tax Key Number Multiple Current Assessed Value: 0 Estimated Project Cost: 12.000,000 Current Without 100% 100% 100% 100% 100% 90% 80% 70% 60% Assessed Value:AV&Tax Abatement Year 1 Year Z Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Current Assessed Value 100% 0 0 0 0 0 0 0 0 0 0 0 Base Assessed Value 80% 9,600,000 9,600,000 9,600.000 9,600.000 9,600,000 9,600.000 9,600,000 9,600,000 9,600.000 9,600,000 Less Abatement Deduction 0 (9,600,000) (9,600,000) (9,600,000) (9,600,000) (9,600.000) (8,640,000) (7,680,000) (6,720,000) (5.760,000) Net Assessed Value 0 9,600,000 0 0 0 0 0 960,000 1,920,000 2,880.000 3,840,000 Property Taxes: Assume constant tax rate of 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% Gross Tax(tax rate x net assessed value)0 517.522 0 0 0 0 0 51,752 103,504 155,257 207,009 Less Circuit Breaker Credit 0 (229,522) 0 0 0 0 0 0 0 0 0 Net Tax 0 288.000 0 0 0 0 0 51,752 103,504 155,257 207,009 Circuit Breaker Cap Circuit Breaker 3.0000% 0 288,000 288,000 288,000 288,000 288.000 288.000 288.000 288,000 288,000 288,000 Debt Service 0.0000% 0 0 0 0 0 0 0 0 0 0 0 Circuit Braker Cap 0 288,000 288,000 288,000 288.000 288.000 288.000 288,000 288.000 288,000 288.000 New Combined Net Existing Project Existing&New Tax Tax Year Taxes Taxes Taxes Abated Paid 1 0 288,000 288,000 288,000 0 2 0 288,000 288,000 288,000 0 3 0 288,000 288,000 288,000 0 4 0 288,003 288,000 288,000 0 5 0 288,000 288,000 288,000 0 6 0 288,000 288,000 236,248 51,752 7 0 288,000 288,000 184,496 103.504 8 0 288,000 288,000 132,743 155.257 9 0 288,000 288,000 80,991 207,009 Totals 0 2.592,000 2.592,000 2.074,478 517,522 This schedule is for estimation purposes only and assumes constant tax rates. The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. 5 YEAR 19-Jan-22 Greenleaf Holdco South Bend Portage Township Personal Property Tax Abatement Schedule* Tax Key Number TBD Current Assessed Value: 0 Estimated Project Cost: 68,000,000 100% 100% 100% 100% 100% Year 1 Year 2 Year 3 Year 4 Year 5 Current Assessed Value: AV&Tax Current Assessed Value 100% 0 0 0 0 0 0 Base Assessed Value 27,200,000 40,800,000 37,400,000 30,600,000 25,160,000 Less Abatement Deduction 27,200,000) (40,800,000) (37,400,000) (30,600,000) (25,160,000) Net Assessed Value 0 0 0 0 0 0 Property Taxes: Assume constant tax rate of 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% 5.3909% Gross Tax(tax rate x net assessed value) 0 0 0 0 0 0 Less Circuit Breaker Credit 0 0 0 0 0 0 Net Tax 0 0 0 0 0 0 Circuit Breaker Cap Circuit Breaker 3.0000% 0 816,000 1,224,000 1,122,000 918,000 754,800 Debt Service 0.0000% 0 0 0 0 0 0 Circuit Braker Cap 0 816,000 1,224,000 1,122,000 918,000 754,800 New Combined Net Existing Project Existing&New Tax Tax Year Taxes Taxes Taxes Abated Paid Year 1 0 816,000 816,000 816,000 0 Year 2 0 1,224,000 1,224,000 1,224,000 0 Year 3 0 1,122,000 1,122,000 1,122,000 0 Year 4 0 918,000 918,000 918,000 0 Year 5 0 754,800 754,800 754,800 0 Totals 0 4,834,800 4,834,800 4,834,800 0 This schedule is for estimation purposes only and assumes constant tax rates. The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. City of South Bend PLAN COMMISSION December 20, 2024 Honorable Committee Chair Davis 4th Floor, County-City Building South Bend, IN 46601 RE: 1408 Elwood Avenue -PC#0241-25 Dear Committee Chair Davis: County-City Building 227 W. Jefferson Blvd. 14005 South Bend, IN 46601 (574)235-7627 www.southbendin.gov/zoning Filed in Clerk's Office DEC 3 0 2024 Bianca Tirado City Clerk, South Bend, IN Enclosed is an Ordinance for the proposed Zone Map Amendment at the above referenced location. Please include the attached Ordinance on the Council agenda for first reading at your January 13, 2025, Council meeting, and set it for public hearing at your January 27, 2025, Council meeting. The petition is tentatively scheduled for public hearing at the January 21, 2025, South Bend Plan Commission meeting. The recommendation of the South Bend Plan Commission will be forwarded to the Office of the City Clerk by noon on the day following the public hearing. The petitioner provided the following to describe the proposed project: Rezone property from I Industrial to UJ Urban Neighborhood 3 If you have any questions, please feel free to contact our office. Sincerely, )(vu_� Kari Myers Zoning Specialist CC: Bob Palmer Tim Corcoran Planning Director Tim Corcoran Interim Zoning Administrator Scott Ford Commission President 01-25 Filed in Clerk's Office BILL NO. 01-25 C 3 0 2'024 Bianca Tirado ORDINANCE NO. City Clerk, South Bend, IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED AT 1408 ELWOOD AVENUE, COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA STATEMENT OF PURPOSE AND INTENT Rezone property from I Industrial to U3 Urban Neighborhood 3 NOW, THEREFORE,BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. Ordinance No. 10689-19, which ordinance is commonly known as the Zoning Ordinance of the City of South Bend, Indiana, be and the same hereby amended in order that the zoning classification of the following described real estate in the City of South Bend, St. Joseph County, State of Indiana: PARCEL 1: A part of the Northwest Quarter of Section 2, Township 37 North, Range 2 East, which part is bounded by a line running as follows: Beginning on the South line of Elwood Avenue in the City of South Bend at a point 372 feet East of the West line of said Section 2; thence South 1138 feet; thence East 408 feet; thence South 332.9 feet to the Northwesterly right of way line of the Chicago, South Bend and Southern Railroad; thence Northeasterly along the said Northwesterly right of way line a distance of 338.54 feet; thence North 1054 feet; thence West 73 feet; thence North 130 feet to the said South line of Elwood Avenue; thence West along the South line of Elwood Avenue, a distance of 530 feet to the place of beginning, EXCEPTING THEREFROM the following parcel conveyed to Indiana&Michigan Electric Company by a deed dated November 2, 1948 recorded in Deed Record 446, pages 02-03: Beginning on the South line of Elwood Avenue in the City of South Bend at a point 20 feet South and 372 feet East of the Northwest corner of said Section 2;thence East 73 feet; thence South 70 feet;thence West 73 feet; thence North 70 feet to the place of beginning. AND FURTHER EXCEPTING THEREFROM a tract of land in the Northwest Quarter of Section 2, Township 37 North, Range 2 East, City of South Bend, St. Joseph County, Indiana, described as beginning at a point 975.4 feet East and 744.88 feet South of the Northwest corner of said Section 2, said point being 459.12 feet North of the Northwesterly right of way line of the Chicago, South Bend and Southern Railroad; thence South 00°00'00" West 459.12 feet to the Northwesterly line of said railroad; thence South 34°17'56" West along said Northwesterly line, 235.58 feet; thence North 00°09'33" East, 653.75 feet; thence South 89°59'42" East, 130.94 feet to the place of beginning. PARCEL II: Part of the Northwest Quarter of the Northwest Quarter of Section 2, Township 37 North, Range 2 East, described as beginning at a point 902 feet East and 20 feet South of the Northwest corner of said Section;running thence South 130 feet; thence East 73 feet; thence North 130 feet to a point 73.4 feet East of the place of beginning; thence West 73.4 feet to the place of beginning. Commonly known as 1408 Elwood Avenue. 018-1094-3943 be and the same is hereby established as U3 Urban Neighborhood 3 District SECTION II. This ordinance is and shall be subject to commitments as provided by Chapter 21-12.07(f)(7) Commitments, if applicable. SECTION III. 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. 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 2025, at o'clock . m. Bianca Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2025, at o'clock m. James Mueller, Mayor City of South Bend, Indiana 2 - f n Cityof South Bend z27 W. Jefferson - Suite 1400S South Bend, IN 46601 PLAN COMMISSION zoning@southbendin.gov Petition for Rezoning or Combined Public Hearing Property Information Tax Key Number018-1094-3943 / 71-08-02-101-006.000-026 Address: 1408 Elwood Ave Owner: Civil City of South Bend Legal Description: Filed in Clerk's Office SEE ATTACHED DEC 3 0 2024 Bianca Tirado City Clerk, South Bend, IN Project Summary SEE ATTACHED Requested Action Application includes (check all that apply) Rezoning Current District: I Industrial Additional Districts, if applicable Proposed District U3 Urban Neighborhood 3 Additional Districts, if applicable The Plan Commission and Council will consider the following in the review of a rezoning petition: 1) The comprehensive Plan; 2) Current conditions and the character of the current structures and uses in each district; 3) The most desirable use for which the land in each district is adapted; 4) The conservation of property values throughout the jurisdiction;and 5) Responsible development and growth. Subdivision —complete and attach subdivision application Special Exception— complete and attach Criteria for Decision Making Use requested: Variance(s) - List variances below, complete and attach Criteria for Decision Making Variance(s) requested: Required Documents EiCompleted Application (including Contact Information) Site Plan drawn to scale E Filing Fee Additional documents as noted above Contact information Property owner(s) of the petition site: Name: Civil City of South Bend Address: 227 W. Jefferson South Bend IN 46601 Name: Address: Name. Address: Contact Person: Name: Joseph Molnar Address: 227 W. Jeffersoun South Bend IN 46601 Phone Number 574 245 6022 jrmolnar©southbendin.gov E-mail 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: 1408 ELWOOD AVENUE LEGAL DESCRIPTION PARCEL 1:A part of the Northwest Quarter of Section 2,Township 37 North, Range 2 East,which part is bounded by a line running as follows: Beginning on the South line of Elwood Avenue in the City of South Bend at a point 372 feet East of the West line of said Section 2; thence South 1138 feet; thence East 408 feet; thence South 332.9 feet to the Northwesterly right of way line of the Chicago, South Bend and Southern Railroad; thence Northeasterly along the said Northwesterly right of way line a distance of 338.54 feet; thence North 1054 feet; thence West 73 feet; thence North 130 feet to the said South line of Elwood Avenue; thence West along the South line of Elwood Avenue, a distance of 530 feet to the place of beginning, EXCEPTING THEREFROM the following parcel conveyed to Indiana&Michigan Electric Company by a deed dated November 2, 1948 recorded in Deed Record 446, pages 02-03: Beginning on the South line of Elwood Avenue in the City of South Bend at a point 20 feet South and 372 feet East of the Northwest corner of said Section 2; thence East 73 feet; thence South 70 feet; thence West 73 feet; thence North 70 feet to the place of beginning. AND FURTHER EXCEPTING THEREFROM a tract of land in the Northwest Quarter of Section 2, Township 37 North, Range 2 East, City of South Bend, St. Joseph County, Indiana, described as beginning at a point 975.4 feet East and 744.88 feet South of the Northwest corner of said Section 2, said point being 459.12 feet North of the Northwesterly right of way line of the Chicago, South Bend and Southern Railroad; thence South 00°00'00"West 459.12 feet to the Northwesterly line of said railroad; thence South 34°17'56"West along said Northwesterly line, 235.58 feet; thence North 00°09'33" East, 653.75 feet; thence South 89°59'42"East, 130.94 feet to the place of beginning. PARCEL II: Part of the Northwest Quarter of the Northwest Quarter of Section 2, Township 37 North, Range 2 East, described as beginning at a point 902 feet East and 20 feet South of the Northwest corner of said Section; running thence South 130 feet; thence East 73 feet; thence North 130 feet to a point 73.4 feet East of the place of beginning; thence West 73.4 feet to the place of beginning. Commonly known as 1408 Elwood Avenue. 018-1094-3943 f.,;( 3.- T../ 4.5111°17-72L11-----11080e1 .:.' 2•\\\ a x x ,. 1865 CITY OF SOUTH BEND DEPARTMENT OF COMMUNITY INVESTMENT The City of South Bend acquired the former"Drewrys Brewery" in the summer of 2022. Since then, the City in partnerships with the EPA and IDEM have been performing extensive environmental testing, environmental remediation, and cleanup of the property. Currently the City is finishing up its second phase of cleanup including removing the remaining existing former industrial buildings. A final phase of cleanup will occur in mid-2025 with the removal of all remaining foundations.At that point, the site will be largely ready for redevelopment. The property is currently zoned I Industrial. City staff believe the property is no longer suited for industrial use and its location adjacent to a park and within a neighborhood better suites the property for a mix of residential and small scale retail. Attached as a site plan is a proposed concept of what a redevelopment could be like and is not a final design but only for deliberative purposes. Sincerely, Joseph Molnar Assistant Director of Growth & Opportunity City of South Bend 1400 COUNTY-CITY BUILDING•227 W.JEFFERSON BOULEVARD•SOUTH BEND,INDIANA 46601 PHONE 574/235-5898 • FAx 574/235-9892 • TTY 574/235-5567 r. i_iiiiikr ii t t C 11,: L i 7i i 0- *e 1 y, fi f. 1 i / '4•4 40, te n: _ 1ilt Alp. /` .r—+ i:'---. .. .1... ill III# i ti.. iRrso t- r its.. i 1. _ City of South Bend PLAN COMMISSION December 19, 2024 County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 www.southbendin.gov/zoning Honorable Committee Chair Davis 4 th Floor, County-City Building South Bend, IN 46601 Filed in Clerk's Office o�c 3 o 2024 RE: 616 Sherman Avenue -PC#0239-25 Bianca Tirado City Clerk, South Bend, IN Dear Committee Chair Davis: Enclosed is an Ordinance for the proposed Zone Map Amendment at the above referenced location. Please include the attached Ordinance on the Council agenda for first reading at your January 13, 2025, Council meeting, and set it for public hearing at your January 27, 2025L Council meeting. The petition is tentatively scheduled for public hearing at the January 21, 2025, South Bend Plan Commission meeting. The recommendation of the South Bend Plan Commission will be forwarded to the Office of the City Clerk by noon on the day following the public hearing. The petitioner provided the following to describe the proposed project: Rezone the property from UJ Urban Neighborhood 3 to U2 Urban Neighborhood 2. If you have any questions, please feel free to contact our office. Sincerely, Kari Myers Zoning Specialist CC: Bob Palmer Tim Corcoran Planning Director Tim Corcoran Interim Zomng Administrator Scott Ford Commission President 02-25 Filed in Clerk's Office BILL NO. 02-25 jC302ii« Bianca Tirado ORDINANCE NO. City Clerk, South Bend, IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED AT 616 SHERMAN AVENUE, COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA STATEMENT OF PURPOSE AND INTENT Rezone the property from U3 Urban Neighborhood 3 to U2 Urban Neighborhood 2 NOW,THEREFORE,BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. Ordinance No. 10689-19, which ordinance is commonly known as the Zoning Ordinance of the City of South Bend, Indiana, be and the same hereby amended in order that the zoning classification of the following described real estate in the City of South Bend, St. Joseph County, State of Indiana: Lot 4 Cushings 1st Addition be and the same is hereby established as U2 Urban Neighborhood 2 SECTION II. This ordinance is and shall be subject to commitments as provided by Chapter 21-12.07(0(7) Commitments, if applicable. SECTION III. 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. 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 2025, at o'clock . m. Bianca Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2025, at o'clock m. James Mueller, Mayor City of South Bend, Indiana 2 - Clt of South Bend 227 W. Jefferson - Suite 1400S y South Bend. IN 46601 PLAN COMMISSION zoning@southbendin.gov Petition for Rezoning or Combined Public Hearing Property Information Tax Key Number018-1074-3129 Address: 616 Sherman Drive Owner: Property Brothers, LLC. Legal Description: Filed in Clerk's Office Lot 4 Cushings 1st DEC 3 0 2024 Bianca Tirado City Clerk, South Bend, IN Project Summary Rezoning from U-3 to U-2 for consistency of replating of lot lines so the current zoning district does not split a lot line. Requested Action Application includes (check all that apply) Rezoning Current District: U3 Urban Neighborhood 3 Additional Districts, if applicablE Proposed District U2 Urban Neighborhood 2 Additional Districts, if applicablE The Plan Commission and Council will consider the following in the review of a rezoning petition: 1) The comprehensive Plan; 2) Current conditions and the character of the current structures and uses in each district; 3) The most desirable use for which the land in each district is adapted; 4) The conservation of property values throughout the jurisdiction;and 5) Responsible development and growth. Subdivision — complete and attach subdivision application Special Exception — complete and attach Criteria for Decision Making Use requested: Variance(s) - List variances below, complete and attach Criteria for Decision Making Variance(s) requested: Required Documents ECompleted Application (including Contact Information) Site Plan drawn to scale Filing Fee Additional documents as noted above Contact information Property owner(s) of the petition site: Name: Property Brothers, LLC. Address: 1251 N. Eddy Street South Bend, In 46617 Name: Address: Name: Address: Contact Person: Name: Abonmarche Consultants Address: 315 W. Jefferson Blvd. South Bend, In 46601 Phone Number: 574 232 8700 mrozycki@abonmarche.com E-mail: 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) atures: 1... z 4 t• 411t LaFir111 . piN, fi 1 IIII'.: e 0 40 I i :414tig i SHERMAN AVE. 4.-- , . -„, .- 1 " r' . Z W .' i T in 4.470 CI 1 id- c; e II r 1 1 419NIOL• HARRISON AVE • - - i c iri City of South Bend PLAN COMMISSION December 20, 2024 Honorable Committee Chair Davis 4th Floor, County-City Building South Bend, IN 46601 RE: 4022 Old Cleveland Road -PC#0240-25 Rezoning and Use Variance Dear Committee Chair Davis: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 www.southbendin.gov/zoning Filed in Clerk's Office J/1.:l O 2 2 ,. Bianca Tirado City Clerk, South Bend, IN Enclosed is an Ordinance for the proposed Zone Map Amendment and Use Variance at the above referenced location. Please include the attached Ordinance on the Council agenda for first reading at your January 13, 2025, Council meeting, and set it for public hearing at your January 27, 2025L Council meeting. The petition is tentatively scheduled for public hearing at the January 21, 2025, South Bend Plan Commission meeting. The recommendation of the South Bend Plan Commission will be forwarded to the Office of the City Clerk by noon on the day following the public hearing. The petitioner provided the following to describe the proposed project: Rezone the property from I Industrial District to S2 Suburban Neighborhood District and a Use Variance for a Group Residence If you have any questions, please feel free to contact our office. Sincerely, ;( (1JLl__ /)� Kari Myers Zoning Specialist CC: Bob Palmer Tim Corcoran Planning Director Tim Corcoran Interim Zoning Administrator Scott Ford Commission President 03-25 Filed in Clerk's Office BILL NO. 03-25 Bianca Tirado ORDINANCE NO. City Clerk, South Bend, IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE AND SEEKING A USE VARIANCE FOR PROPERTY LOCATED AT 4022 OLD CLEVELAND ROAD, COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA STATEMENT OF PURPOSE AND INTENT Rezone property from I Industrial District to S2 Suburban Neighborhood 2 District Petitioners desire to rezone the property from I Industrial District to S2 Suburban Neighborhood 2 District and seek a Use Variance for a Group Residence Use. NOW,THEREFORE,BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. Ordinance No. 10689-19, which ordinance is commonly known as the Zoning Ordinance of the City of South Bend, Indiana, be and the same hereby amended in order that the zoning classification of the following described real estate in the City of South Bend, St. Joseph County, State of Indiana: Part of the East Half of the Northwest Quarter of Section 28, Township 38 North, Range 2 East, described as follows: Beginning at a point 10 rods West of the Northeast corner of the Northwest Quarter of said Section 28; running thence West along the North line of the Northwest Quarter of said Section 28, a distance of 30 rods; thence South 106 2/3 rods; thence East 30 rods; thence North 106 2/3 rods to the place of beginning. EXCEPTING THEREFROM: A parcel of land being a part of the East Half of the Northwest Quarter of Section 28, Township 38 North, Range 2 East, German Township, St. Joseph County, Indiana, and being more particularly described as follows, viz: Commencing at the Northeast corner of the Northwest Quarter of said Section 28; thence South 89°53'05"West along the North line of said Section 28, a distance of 165.00 feet; thence South 00°02'57"West, 1335.29 feet to the point of beginning for this description; thence continuing South 00°02'57"West,445.00 feet to the North line of Airport Industrial Park, Phase III; thence South 89°44'25" West along said North line of Airport Industrial Park, Phase III, 495.97 feet; thence North 00°04'49"East, 445.00 feet; thence North 89°44'25"East,parallel with said North line of Airport Industrial Park, Phase III, 495.73 feet to the place of beginning. Commonly known as 4022 Old Cleveland Rd. 025-1010-0380 be and the same is herby established as S2 Suburban Neighborhood 2 SECTION II. That a Use Variance for a Group Residence is herby granted subject to a site development plan hereby attached and made a part of this Ordinance and which site plan contains and lists all conditions, if any, by the Advisory Plan Commission. 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. This ordinance is and shall be subject to commitments as provided by Chapter 21-12.07(f)(7) Commitments, if applicable. 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. 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 2025, at o'clock . m. 2 - Bianca Tirado, City Clerk Office of the City Clerk Approved and signed by me on the day of 2025, at o'clock m. James Mueller, Mayor City of South Bend, Indiana 3 - City of South Bend 227 W. Jefferson - Suite 1400S y South Bend, IN 46601 PLAN COMMISSION zoning@southbendin.gov Petition for Rezoning or Combined Public Hearing Property Information Tax Key Number025-1010-0380 /71-03-28-100-004.000-009 Address:4022 Old Cleveland Owner: CITY OF SOUTH BEND DEPARTMENT OF REDEVELOPMENT Legal Description: Filed in Clerk's Office 14.93 Ac S Side Cleveland Rd Beg 165'W Of Ne Cor Nw Sec 28-38-2e Bianca Tirado City Clerk, South Bend, IN Project Summary The intended use of the property is as a location for the Low-Barrier Intake Center that was originally proposed at a property located on N. Bendix Drive. This new proposed location is larger in acreage and better-located for the prospective use. Requested Action Application includes (check all that apply) 0 Rezoning Current District: I Industrial Additional Districts, if applicablE Proposed District S2 Suburban Neighborhood 2 Additional Districts, if applicablE The Plan Commission and Council will consider the following in the review of a rezoning petition: 1) The comprehensive Plan; 2) Current conditions and the character of the current structures and uses in each district; 3) The most desirable use for which the land in each district is adapted; 4) The conservation of property values throughout the jurisdiction;and 5) Responsible development and growth. Subdivision — complete and attach subdivision application Special Exception — complete and attach Criteria for Decision Making Use requested: Variance(s) - List variances below, complete and attach Criteria for Decision Making Variance(s) requested: 1. Use variance for Group Residence 2. Variance from a required building type to no building type. Required Documents ECompleted Application (including Contact Information) Site Plan drawn to scale Filing Fee Additional documents as noted above Contact information Property owner(s) of the petition site: Name: CITY OF SOUTH BEND DEPARTMENT OF REDEVELOPMENT Address 227 W. Jefferson Blvd South Bend IN 46601 Name. Address Name: Address. Contact Person: Name: Joseph Molnar Address: 227 W. Jefferson Blvd. South Bend IN Phone Number: 574 245 6022 jrmolnar@southbendin.gov E-mail- 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 ss)) ignatures: IP Olin. 0'real 41 • :i i• zas 0.' c •- 401i, I L.. III I I p 166.-, 11 • .., 1, f '-' af A iiii 111 4111P- 4 1 1 4. *- . • County-City Building Phone 311 inside City limits 227 W Jefferson Blvd Suite,1200 N SQUTH B ;'•. Email 311@southbendin.gov South Bend,IN 46601 Q4 ti Website Southbendin.gov James Mueller,Mayor 1 PEACI t 1865 ;k Filed in Clerk's Office City of South Bend AN Bianca Tirado Department of Administration 8r Finance City Clerk, South Bend, IN Division of Human Resources January 7,2025 Canneth Lee, President City of South Bend Common Council 227 W.Jefferson Boulevard,4th Floor South Bend, Indiana 46601 RE:2025 CoSB Investment Policy Dear President Lee, This ordinance establishes an investment policy for the City of South Bend for calendar year 2025. This investment policy will be established for up to 4 years unless it is amended by ordinance.This ordinance also provides that the types of investments that need to be renewed more frequently will be renewed by Resolution,as is authorized by Indiana law.That would begin in 2026.This ordinance also allows for the City's investment portfolio to be invested in maturities with more than two years but no more than five years after purchase. 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 1st reading on January 13,2025,with 2nd reading,public hearing and 3rd reading scheduled for January 27, 2025. Thank you for your attention to this request. If you should have any questions,please feel to contact me at 574-235-9822. Regards, 14 n iilet Kyle Willis City Controller 04-25 Filed in Clerk's Office A'V OS BILL NO. 04-25 Bianca Tirado City Clerk, South Bend, IN ORDINANCE NO. AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,ADOPTING AN INVESTMENT POLICY FOR THE CITY OF SOUTH BEND FOR CALENDAR YEAR 2025 THROUGH 2028 STATEMENT OF PURPOSE AND INTENT The Indiana legislature has enacted Indiana Code § 5-13-9 et seq., which permits the fiscal officer of a city to make investments of public funds into designated investment vehicles. The Common Council of the City of South Bend determined that it is in the best interest of the City to authorize the full exercise of the City's investment powers under the Indiana Code. Accordingly,on December 14,2020,this Council enacted Ordinance No.10768-20 which established an investment policy for the City of South Bend for calendar year 2021, as provided under Indiana Code § 5-13-9-5.7, and it authorized the City Controller to dedicate up to the maximum allowable proportion of the City's investment portfolio to investments maturing more than two years but not more than five years after purchase. Ordinance No. 10768-20 further authorized the City Controller to invest in certain investment vehicles as provided under Indiana Code § 5-13-9-5 and Indiana Code § 5-13-9-5.3. On December 13, 2021, this Council enacted Ordinance No. 10832-21,which adopted an identical investment policy for the City of South Bend for calendar year 2022. On December 12, 2022, this Council enacted Ordinance No. 10909-22, which adopted an identical investment policy for the City of South Bend for calendar year 2023. On December 11,2023,this Council enacted Ordinance No. 10993-23,which adopted an identical investment policy for the City of South Bend for calendar year 2024. This ordinance adopts an identical investment policy for the City of South Bend for calendar year 2025 unless it is earlier amended by ordinance. As provided for in I.C. 5-13-9-5.7, the investment policy may be established by ordinance for a period of up to four (4) years. Authorization under I.C. 5-13-9-5 and I.C. 5-13-9-5.3 may be granted by the Common Council by resolution, so it is the City's intent to adopt future resolutions in 2026 onward to establish those components of the investment policy and establish the investment policy by ordinance for a four- year period as authorized by state law. NOW,THEREFORE,BE IT ORDAINED BY THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA as follows: SECTION I. For purposes of Indiana Code § 5-13-9, the investment policy for the City of South Bend first adopted on December 14, 2020 is approved for calendar year 2025, and shall read as follows: With the approval of the City Controller, as the investing officer for the City of 1 South Bend,the City may invest public funds in various investment vehicles,in accordance with Title 5, Article 13, of the Indiana Code, as amended from time to time. The City's investment portfolio may contain any investment vehicle generally provided for under Indiana Code § 5-13-9. In addition, the City Controller is granted the following specific authorizations: 1. Pursuant to Indiana Code § 5-13-9-5.7, the City Controller is authorized to make investments having a stated final maturity that is more than two (2) years but not more than five(5)years after the date of purchase or entry into a repurchase agreement, provided that such investments may comprise no more than twenty-five percent (25%) of the total portfolio of public funds invested by the City, including balances in transaction accounts. 2. Pursuant to Indiana Code § 5-13-9-5, the City Controller is authorized to invest in certificates of deposit of certain depositories, as defined by and subject to the requirements of Indiana Code§ 5-13-9-5,which authorization will expire on January 27, 2026. 3. Pursuant to Indiana Code § 5-13-9-5.3, the City Controller is authorized to invest in interest bearing deposit accounts that satisfy the conditions stated in Indiana Code § 5-13-9-5.3(b). SECTION II. That portion of the City's investment policy contained in Subparts (1) and 3) of Section I of this ordinance shall be effective from January 1, 2025 through December 31, 2028, unless earlier amended by ordinance. The City's investment policy as contained in Section I, Subpart(2) of this ordinance affecting certificates of deposit shall be effective for a period of one year from its adoption by this Council expiring January 27, 2026, unless earlier amended by ordinance or resolution. This ordinance is further conditioned upon adoption by the Common Council and approval by the Mayor. Canneth Lee, 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 2025, at o'clock . m. Bianca Tirado, City Clerk Office of the City Clerk 2 Approved and signed by me on the day of_ 2025, at o'clock m James Mueller, Mayor City of South Bend, Indiana 3