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HomeMy WebLinkAbout01-27-2025 PacketOFFICE 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 23, 2025 SUBJECT: COMMITTEE MEETING NOTICE The following Common Council Committee Meetings have been scheduled for Monday, January 27, 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/012725CC 3:45 P.M. BOARD OF FINANCE TBA 1.Annual Board of Finance Meeting where the South Bend Common Council convenes as a local Board of Finance to elect its officers and to review the City Controller’s Annual Investment Report 4:00 P.M. PERSONNEL & FINANCE CHAIRPERSON, NIEZGODSKI 1.Organizational Meeting 2.Bill No. 04-25 - Adopting an Investment Policy for the City of South Bend for Calendar Year 2025 Through 2028 4:20 P.M. PUBLIC WORKS & PROPERTY VACATION CHAIRPERSON, NIEZGODSKI 1.Organizational Meeting 2.Update - Alley Vacation Process and Ordinance 3.Bill No. 25-05 - Resolution Appointing the Board of Public Works and Its Delegees as the Common Council's Agent for Overseeing the Guaranteed Energy Savings Contract for Improvements for the South Bend Fire Department 4:50 P.M. COMMUNITY INVESTMENT CHAIRPERSON, WARNER 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. Organizational Meeting 2. Bill No. 25-04 - Resolution Adopting Written Fiscal Plan and Establishing a Policy for the Provision of Services to the Lafayette Falls Extension Annexation Area 3. Bill No. 25-06 - Designating Resolution - Vacant Building Tax Abatement for 635 South Main Street 4. Bill No. 25-07 - Designating Resolution - Real Property Tax Abatement for 445 North Sheridan Street 5. Bill No. 25-08 - Designating Resolution - Personal Property Tax Abatement for 445 North Sheridan Street 5:20 P.M. ZONING & ANNEXATION CHAIRPERSON, DR. DAVIS 1. Bill No. 01-25 - Amending the Zoning Ordinance for Property Located at 1408 Elwood Avenue 2. Bill No. 02-25 - Amending the Zoning Ordinance for Property Located at 616 Sherman Avenue 3. Bill No. 03-25 - Amending the Zoning Ordinance for Property Located at 4022 Old Cleveland Road Council President Canneth Lee has called an Informal Meeting of the Council which will commence immediately after the adjournment of the Zoning & Annexation Committee Meeting. INFORMAL MEETING OF THE COMMON COUNCIL PRESIDENT, C. LEE 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 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 23, 2025 SUBJECT: 2025 ANNUAL BOARD OF FINANCE MEETING NOTICE The annual Board of Finance Meeting of the City of South Bend, Indiana has been scheduled for Monday, January 27, 2025 at 3:45 p.m. in the Council Chambers. This is an annual meeting where the South Bend Common Council convenes as a local Board of Finance. 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/012725CC The following agenda items have been set for the meeting: 1. Election of Officers: The Board must elect two (2) of its members to serve as the Board’s officers, a president, and a secretary. I.C. 5-13-7-6(a)(1). 2. Review of 2024 Investment Report: The City’s Department of Administration & Finance, along with the City’s investment advisors at 1st Source Bank, have prepared the Annual Investment Report for the Year Ended December 31, 2024 (the “Investment Report”) for the Board’s review. I.C. 5-13-7-6(a)(2); I.C. 5-13-7-7(b)(1). 3. Review of Investment Policy: The City’s investment policy (the “Investment Policy”) documents the City’s compliance with Indiana law governing the City’s investment of its cash reserves. The Board is required to review the Investment Policy during this meeting. I.C. 5-13-7-7(b)(2). cc: Mayor James Mueller Committee Meeting List Media 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 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 27, 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/SBCC012725 1. INVOCATION 2. PLEDGE TO THE FLAG 3. ROLL CALL 4. REPORT FROM THE SUB-COMMITTEE ON MINUTES JANUARY 6, 2025 JANUARY 13, 2025 5. SPECIAL BUSINESS BOARD OF PUBLIC SAFETY MERIT COMMISSION ELECTIONS APPLICATIONS 6. REPORTS FROM CITY OFFICES 7. COMMITTEE OF THE WHOLE TIME:_____ BILL NO. 01-25 PUBLIC HEARING 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, COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 2 02-25 PUBLIC HEARING 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 PUBLIC HEARING 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 PUBLIC HEARING 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 8. BILLS ON THIRD READING TIME:______ BILL NO. 63-24 THIRD READING 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 (SUBSTITUTE) (THIRD READING ONLY) 01-25 THIRD 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, COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 02-25 THIRD 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 THIRD 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 3 04-25 THIRD 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 9. RESOLUTIONS BILL NO. 25-04 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, ADOPTING A WRITTEN FISCAL PLAN AND ESTABLISHING A POLICY FOR THE PROVISION OF SERVICES TO AN ANNEXATION AREA IN CENTRE TOWNSHIP (LAFAYETTE FALLS EXTENSION ANNEXATION AREA) 25-05 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND INDIANA TO APPOINT THE BOARD OF PUBLIC WORKS AND ITS DELEGEES AS ITS AGENT FOR OVERSEEING THE GUARANTEED ENERGY SAVINGS CONTRACT FOR IMPROVEMENTS FOR THE SOUTH BEND FIRE DEPARTMENT AND VENUES, PARKS & ARTS 25-06 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 635 SOUTH MAIN STREET, SOUTH BEND, INDIANA 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A TWO-YEAR (2) VACANT BUILDING TAX ABATEMENT FOR STUDEBAKER ADMIN QOZB LLC 25-07 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 445 NORTH SHERIDAN STREET, SOUTH BEND, INDIANA 46619 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF AN EIGHT-YEAR (8) REAL PROPERTY TAX ABATEMENT FOR GLC SHERIDAN, LLC 25-08 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 445 NORTH SHERIDAN STREET, SOUTH BEND, INDIANA 46619 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE-YEAR (5) PERSONAL PROPERTY TAX ABATEMENT FOR GTA CONTAINERS, LLC 10. BILLS ON FIRST READING BILL NO. 05-25 FIRST READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED AT 3527 LINCOLNWAY WEST 4 COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA 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. 01-23-2025) 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 Dr. Oliver Davis, Member Sheila Niezgodski, Member Citizen 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 Sharon McBride, Member 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.01-13-2025) 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 PARC Committee, Member Utilities Committee, Member Residential Neighborhoods 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, Vice-Chairperson 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 Health & Public Safety Committee, Member 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 Committee, Member Utilities Committee, Vice-Chairperson Information & Technology Committee, Member Personnel & Finance Committee, Member Health & Public Safety Committee, 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 �o �LAN Co � v' .:::, '[;. 0 0 V1 z "tsrA8l/5Ht0 1.01.o . City of South Bend PLAN COMMISSION January 22, 2025 South Bend Common Council 227 W. Jefferson Blvd., 4'11 Floor South Bend, IN 4660 l County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 www.southbendin.gov/zoni ng Filed in Clerk's Office ? "l 'J i;L -� Bianca Tirado City Clerk, South Bend, IN Re: Bill#0 1-25 - A proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from I Industrial to U3 Urban Neighborhood 3, property located at l 408 ELWOOD A VE, City of South Bend -PC# 0241-25 Dear Council Members: I hereby Certify that the above referenced ordinance of CIVIL CITY OF SOUTH BEND was legally advertised on January 11, 2025, and that the South Bend Plan Commission at its public hearing on January 21, 2025, took the following action: Upon a motion by Cait lin Stevens, being seconded by Francisco Fotia and unanimously carried, a proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from I Industrial to U3 Urban Neighborhood 3, property located at 1408 ELWOOD AVE, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, ;(tUu_ � Kari Myers Zoning Specialist Attachment CC: CML CITY OF SOUTH BEND Bob Palmer Tim Corcoran Tim Corcoran Planning Director Interim Zoning Administrator Jason Piontek Commission President 01-25 Staff Report - PC#0241-25 January 21, 2025 Property Information Location: 1408 ELWOOD AVE Owner: CIVIL CITY OF SOUTH BEND Requested Action Rezone from I Industrial to U3 Urban Neighborhood 3 Project Summary Redevelopment of the former Drewrys Brewery site. Location Map Ng r e o, O Vic .. t, 9GF P 9 in w P m z Q, 7 W o\ HUMBOLDT ST o a 1 z m J V Z AVE Recommendation Staff Recommendation: Based on information available prior to the public hearing, the staff recommends the Plan Commission send the rezoning petition to the Common Council with a favorable recommendation. SOUTH BEND PLAN COMMISSION Page 1 of 4 Staff Report -PC#0241-25 1/21/2025 Proposed Site Plan KING'ST- - et:, 1Iiii 11,1 r t , ,..L r--- ii ELV1100D AVE _ I-- - 4 F 4 4 y —. C t, $1. 4rl 1... 01 I, m1_.s_, f ktfr j, elk Orit 1 r I==1 VASSAR AVE Z I i SOUTH BEND PLAN COMMISSION Page 2 of 4 Staff Report -PC#0241-25 1/21/2025 Site & Context Land Uses and Zoning: On site: On site is the former Drewry's Brewery site. North: Across Elwood are several one unit dwellings zoned U1 Urban Neighborhood 1 and an AEP substation also zoned U1 Urban Neighborhood 1. East: Former Elwood Shopping Center zoned NC Neighborhood Center. South: Muessel Grove Park zoned OS Open Space and across the Coal Line Trail are one unit dwellings zoned U1 Urban Neighborhood 1. West: Muessel Grove Park zoned OS Open Space. District Intent: The U3 District is established to provide for, promote, and maintain the development of a full range of housing types located near neighborhood centers and along major streets in urban neighborhood centers and along major streets in urban neighborhoods in core and outlying areas of the City. Site Plan Description: There is currently no site plan for this property. Zoning and Land Use History and Trends: The surrounding area for the majority of its history was a mix of industrial uses - including the Drewry's Brewery site - as well as single family housing. Dense single family homes built up around the brewery mainly in the 1920's. All of the former Drewy's buildings have been demolished and the site cleared to make way for the redevelopment of the site into a mix of housing types to provide additional housing options for the neighborhood. Traffic and Transportation Considerations: Elwood Avenue is a two-lane street with no on-street parkins. Agency Comments Agency Comments: There are no additional comments at this time. Staff Comments: The rezoning of this property to U3 Urban Neighborhood 3 will revitalize a long vacant industrial property and provide much needed housing in the Portage Elwood neighborhood. Criteria for Decision Making Per State Law, the Plan Commission and Common Council shall pay reasonable regard to: 1. Comprehensive Plan: Policy Plan: The petition is consistent with the City Plan, South Bend Comprehensive Plan (2006), Objective H1: Ensure that an adequate supply of housing is available to meet the needs, preferences, and financial capabilities of households now and in the future. Land Use Plan: The City Plan Future Land Use Plan identifies this area as Commercial, however, with the remediation of the site and its proximity to Muessel Grove Park, its adaptive re-use is well-suited for a mix of residential housing options. Plan Implementation/Other Plans: SOUTH BEND PLAN COMMISSION Page 3 of 4 Staff Report -PC#0241-25 1/21/2025 For this site, the Portage Elwood Neighborhood Center Vision plan shows a range of housing types compatible in scale with the surrounding context. 2. Current Conditions and Character: The existing area is located in the midst of a dense neighborhood with smaller commercial/retail businesses located along Portage Avenue. 3. Most Desirable Use: The most desirable use, at this time, is a range of residential housing types that will seamlessly fit the established character of the neighborhood and help meet the demand for walkable urban living. 4. Conservation of Property Values: Allowing new development on the now-vacant property should improve the overall value of the neighborhood. Adding additional population to the neighborhood should also help stabilize property values. 5. Responsible Development and Growth: It is responsible development and growth to allow for a variety of housing options on a infill redevelopment site. Analysis & Recommendation Commitments: There are no commitments proposed at this time. Analysis: Rezoning the site to U3 Urban Neighborhood 3 will allow for residential growth and increased housing options in the Portage Elwood Neighborhood and allow for the adaptive reuse of a large vacant industrial parcel. Approving the rezoning will allow for a greater possibility of development that best fits the character of the neighborhood. Recommendation: Based on information available prior to the public hearing, the staff recommends the Plan Commission send the rezoning petition to the Common Council with a favorable recommendation. SOUTH BEND PLAN COMMISSION Page 4 of 4 qi'" PLAN 4147 County-City Building City of South Bend 227 W.Jefferson Blvd. 1400S PLAN COMMISSION South Bend, IN 46601 574) 235-7627 www.southbendin.gov/zoning 617T'BL15Ht0 2atio December 20, 2024 Filed in Clerk's Office Honorable Committee Chair Davis DEC3 0 2044thFloor, County-City Building South Bend, IN 46601 Bianca Tirado City Clerk, South Bend, IN RE: 1408 Elwood Avenue— PC#0241-25 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, 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 U3 Urban Neighborhood 3 If you have any questions, please feel free to contact our office. Sincerely, I/eth.L, Ach' Kari Myers Zoning Specialist CC: Bob Palmer Tim Corcoran Tim Corcoran Scott Ford Planning Director Interim Zoning Administrator Commission President 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. _ �o ?LAN Co ,._� v' .::, '!;, 0 0 "' z • fs,-,q8USHC01.Cl-a# City of South Bend PLAN COMMISSION January 22, 2025 South Bend Common Council 227 W. Jefferson Blvd., 4th Floor South Bend, IN 46601 County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 www.southbendin.gov/zoning Filed in Clerk's Office Bianca Tirado City Clerk, South Bend, IN Re: Bill#02-25 - A proposed ordinance of PROPERTY BROTHERS, LLC to zone from U3 Urban Neighborhood 3 to U2 Urban Neighborhood 2, property located at 616 SHERMAN A VENUE, City of South Bend -PC# 0239-25 Dear Council Members: I hereby Certify that the above referenced ordinance of PROPERTY BROTHERS, LLC was legally advertised on January 11, 2025, and that the South Bend Plan Commission at its public hearing on January 21, 2025, took the following action: Upon a motion by Francisco Fotia, being seconded by Tyler Gillean and unanimously carried, a proposed ordinance of PROPERTY BROTHERS, LLC to zone from U3 Urban Neighborhood 3 to U2 Urban Neighborhood 2, property located at 616 SHERMAN A VENUE, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, ;la./U_� Kari Myers Zoning Specialist Attachment CC: PROPERTY BROTHERS, LLC Bob Palmer Tim Corcoran Tim Corcoran Planning Director Interim Zoning Administrator Jason Piontek Commission President 02-25 Staff Report - PC#0239-25 January 21, 2025 Property Information Location: 616 SHERMAN AVENUE Owner: PROPERTY BROTHERS, LLC Requested Action Rezone from U3 Urban Neighborhood 3 to U2 Urban Neighborhood 2 Project Summary Rezoning a recently constructed duplex. Location Map 1 ON f 1.C5 R ' la 1U2 Z - U3 w NC NC NC w . 0 . U2 NC NC u CC IQ Q U2}. U3f\\H.,..,,,,...,\ c'zic ZINC N, Kj : _.,..__ -, , . , / 1 y pfr .,. , lik,*. t.,,... RE RV 1 Recommendation Staff Recommendation: Based on information available prior to the public hearing, the Staff recommends the Plan Commission send the rezoning petition to the Common Council with a favorable recommendation. SOUTH BEND PLAN COMMISSION Page 1 of 4 Staff Report -PC#0239-25 1/21/2025 Proposed Site Plan a f` F 11 Kf 411.1le'. Amo Illi I . SHERMAN AVE r H Mil AaJ cn rn D tr tt I ' iv M HARRISON AV . I 1 SOUTH BEND PLAN COMMISSION Page 2 of 4 Staff Report-PC#0239-25 1/21/2025 Site & Context Land Uses and Zoning: On site: On site is a two unit dwelling. North: A two unit dwelling under construction zoned U2. East: A one unit dwelling zoned U2. South: A one unit dwelling zoned U2. West: An undeveloped parcel zoned NC Neighborhood Center and a two unit dwelling under construction zoned U2. District Intent: The U2 District is established to provide for, promote, and maintain the development of diverse housing types in urban neighborhoods located near neighborhood centers in core and outlying areas of the City. Site Plan Description: The petitioner is in the process of subdividing the property to create three buildable lots from two. Zoning and Land Use History and Trends: The neighborhood was largely established in the late 1890s and early 1900s as a walkable urban neighborhood consisting of one unit dwellings with an occasional duplex or triplex, accessed by rear alleys. Through the last few decades, houses have been demolished, resulting in many vacant lots. There has been an effort in recent years to build new housing on vacant lots. In 2023, this property was rezoned from U2 to U3 to allow for the construction of a sixplex. Traffic and Transportation Considerations: Sherman Avenue is two lanes with on-street parking. Agency Comments Agency Comments: There are no additional comments at this time. There are no Engineering comments at this time. Staff Comments: These housing types blend well with the character and scale of existing urban neighborhoods. With its location in a fairly walkable urban neighborhood that is close to a major corridor and its businesses, transit, and downtown, this property is well suited for U2 zoning. Criteria for Decision Making S i .fit: n 1 Ch fi y 1 , . y `h`.` ..,5 t iv ,Ky M 5 D st T'7` f Y L, + y r >i y.: r fv 2.. p c ` '' S, f°tr1y ,. 5 n l :Y YtA 1 4r r _ ("iru td t r f Per State Law, the Plan Commission and Common Council shall pay reasonable regard to: 1. Comprehensive Plan: Policy Plan: The petition is consistent with the City Plan, South Bend Comprehensive Plan (2006), Objective H 1: Ensure that an adequate supply of housing is available to meet the needs, preferences, and financial capabilities of households now and in the future. Land Use Plan: The Future Land Use Plan identifies this area for Medium Density Residential, which would allow for a range of neighborhood-scaled residential housing types. Plan Implementation/Other Plans: SOUTH BEND PLAN COMMISSION Page 3 of 4 Staff Report-PC#0239-25 1/21/2025 The Near Northwest Neighborhood Plan (2019) promotes a mix of housing styles to address missing middle housing needs in the area. Its future zoning map designates this parcel as U2. 2. Current Conditions and Character: The existing neighborhood was a dense urban neighborhood. Over time, the demolition of houses has resulted in an increased number of vacant lots. Most of the original homes in the neighborhood date from prior to the 1920s. A concerted effort is being made to build new housing on vacant lots as well as rehabilitate deteriorated housing. 3. Most Desirable Use: The most desirable use, at this time, is a range of medium-density residential housing types that will seamlessly fit in the established character of the neighborhood. 4. Conservation of Property Values: Allowing new development on vacant lots should improve the overall value of the neighborhood. Adding additional population to the neighborhood should help stabilize property values. 5. Responsible Development and Growth: It is responsible development and growth to allow for a variety of housing options within this urban neighborhood. Analysis & Recommendation Commitments: There are no commitments proposed at this time. Analysis: Rezoning the site to U2 Urban Neighborhood 2 will allow for residential growth and increased housing options in the neighborhood while not drastically changing the established character. Recommendation: Based on information available prior to the public hearing, the Staff recommends the Plan Commission send the rezoning petition to the Common Council with a favorable recommendation. SOUTH BEND PLAN COMMISSION Page 4 of 4 No?LAN COS! County-City Building City of South Bend 227 W.Jefferson Blvd. 1400S or South Bend, IN 46601 I\ PLAN COMMISSION 574) 235-7627 www.southbendin.gov/zoning FSTABL,,,-,9 2U2o December 19, 2024 Filed in Clerk's Office Honorable Committee Chair Davis 4th Floor, County-City Building DEC 3 0 202 South Bend, IN 46601 Bianca Tirado City Clerk,South Bend,IN RE: 616 Sherman Avenue— PC#0239-25 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, 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 the property from U3 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 Tim Corcoran Scott Ford Planning Director Interim Zoning Administrator Commission President 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 �Q �LAN Co 'o<,; � � City of South Bend PLAN COMMISSION County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 www.southbendin.gov/zoning S? * • f".57-ABusHCO 1° January 22, 2025 South Bend Common Council 227 W. Jefferson Blvd., 4tl1 Floor South Bend, IN 4660 I Filed in Clerk's Office JN2,.,')� Bianca Tirado City Clerk, South Bend, IN Re: Bill#03-25 - A proposed ordinance of CITY OF SOUTH BEND DEPARTMENT OF REDEVELOPMENT to zone from I Industrial to S2 Suburban Neighborhood 2, and seeking a Use Variance to allow a Group Residence, property located at 4022 CLEVELAND RD, City of South Bend - PC# 0240-25 Dear Council Members: I hereby Certify that the above referenced ordinance of CITY OF SOUTH BEND DEPARTMENT OF REDEVELOPMENT was legally advertised on December 27, 2024, and that the South Bend Plan Commission at its public hearing on January 21, 2025, took the following action: Upon a motion by Caitlin Stevens, being seconded by Tyler Gillean and unanimously carried, a proposed ord inance of CITY OF SOUTH BEND DEPARTMENT OF REDEVELOPMENT to zone from I Industrial to S2 Suburban Neighborhood 2, property located at 4022 CLEVELAND RD, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. Upon a motion by Caitlin Stevens, being seconded by Francisco Fotia and unanimously carried, a Use Variance for a Group Residence, property located at 4022 CLEVELAND RD, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, j(a./U._� Kari Myers Zoning Specialist Attachment CC: CITY OF SOUTH BEND DEPARTMENT OF REDEVELOPMENT Bob Palmer Tim Corcoran Planning Director Tim Corcoran Interim Zoning Administrator Jason Piontek Commission President 03-25 Staff Report - PC#0240-25 January 21, 2025 Property Information Location: 4022 CLEVELAND RD Owner: CITY OF SOUTH BEND DEPARTMENT OF REDEVELOPMENT Requested Action Rezone from I Industrial to S2 Suburban Neighborhood 2 Variance(s): 1) Use variance to allow a Group Residence 2) Development variance from a required building type to no building type Project Summary Proposed Low-Barrier Intake Center. Location Map o p.-. OLD CLEVELAND Recommendation Staff Recommendation: Based on information available prior to the public hearing, the staff recommends the Plan Commission approve the development variance and send the rezoning petition and use variance to the Common Council with a favorable recommendation. SOUTH BEND PLAN COMMISSION Page 1 of 5 Staff Report -PC#0240-25 1/21/2025 Proposed Site Plan r. rrilfrr 0 E joiorli, _tilt I m r i 1ea:. I afro.* 71 C1 SOUTH BEND PLAN COMMISSION Page 2 of 5 Staff Report-PC#0240-25 1/21/2025 Site & Context Land Uses and Zoning: On site: A single family house on a 15 acre lot, zoned I Industrial North: Across Old Cleveland Road, a vacant lot zoned I Industrial East: A towing service warehouse zoned I Industrial South: A shipping service center zoned I Industrial West: A vacant lot zoned I Industrial District Intent: The S2 District is established to provide for, maintain, and enhance suburban neighborhoods or primarily apartment complexes or houses grouped together outside of the City's core. Site Plan Description: A low barrier intake center will be constructed at the site, offering residential spaces and other services for guests. The development will be arranged in a series of buildings. Zoning and Land Use History and Trends: A house was constructed on the site in 1950. The site is otherwise open land. Traffic and Transportation Considerations: Old Cleveland Road is a 20' wide two lane street. Criteria for Decision Making E L .wF a0 nl n i xE ti ix- ` k erg 6G rsl L- S 4u1Stf q Per State Law, the Plan Commission and Common Council shall pay reasonable regard to: 1. Comprehensive Plan: Policy Plan: The petition is consistent with City Plan, South Bend Comprehensive Plan (2006), Objective H1.5: Support existing transitional housing providers and shelters that offer a continuum of care to move people toward self-sufficiency. Land Use Plan: The Future Land Use Plan identifies this area as Light Industrial. Plan Implementation/Other Plans: There are no other plans specific to this area. 2. Current Conditions and Character: A single family house was built in 1950 on 14.93 acres of land. 3. Most Desirable Use: The most desirable use is a place for housing, including transitional housing, that serves the needs of the City's residents. 4. Conservation of Property Values: With proper site planning, the proposed use of the property as a group residence should not have a negative impact on property values throughout the area. 5. Responsible Development and Growth: It is responsible development and growth to allow for the site to be developed consistently with the built form of the surrounding area. SOUTH BEND PLAN COMMISSION Page 3 of 5 Staff Report-PC#0240-25 1/21/2025 Variance(s) 4zilv The petitioner is seeking the following use variance(s): 1) To allow a Group Residence State statutes and the Zoning Ordinance require that certain standards must be met before a variance can be approved. The standards and their justifications are as follows: 1) The proposed use will not be injurious to the public health, safety, comfort, community moral standards, convenience or general welfare. The proposed use should not be injurious to the general welfare of the community. The Group Residence should have a lower density and impact than other uses, such as a stacked flats building type, which are allowed by right in the S2 Suburban Neighborhood 2 zoning district. The Group Residence use will accommodate the programming necessary for the proposed project. 2) The proposed use will not injure or adversely affect the use of the adjacent area or property values therein. The use and value of adjacent properties should not be adversely impacted by the proposed use as a Group Residence. The S2 Suburban Neighborhood 2 zoning district allows for other uses such as a stacked flat building type that operate at a higher density and intensity. The large size of the site should be able to accommodate a Group Residence without adversely impacting adjacent properties and will allow for implementation of the proposed programming. 3) The proposed use will be consistent with the character of the district in which it is located and the land uses authorized therein. The proposed use will be compatible with the mix of uses, some of higher impact, in the surrounding area, which features residential uses, light industrial uses, and large scale facilities such as the South Bend Organic Resources facility and the South Bend Community Re-Entry Center. 4) The proposed use is compatible with the recommendations of the Comprehensive Plan. The proposed use is consistent with City Plan (2006), Objective H1.5: Support existing transitional housing providers and shelters that offer a continuum of care to move people toward self-sufficiency. The petitioner is seeking the following development variance(s): 1) From a required building type to no building type State statutes and the Zoning Ordinance require that certain standards must be met before a variance can be approved.The standards and their justifications are as follows: 1) The approval will not be injurious to the public health, safety, morals and general welfare of the community. The approval of the variance should not be injurious to the general welfare of the community. The development will meet all other zoning standards, but the services and programming of the development drives the design of buildings. The programming does not fit well within the building types defined in the zoning ordinance. 2) The use and value of the area adjacent to the property included in the variance will not be affected in a substantially adverse manner. SOUTH BEND PLAN COMMISSION Page 4 of 5 Staff Report -PC#0240-25 1/21/2025 The use and value of the adjacent properties should not be adversely affected. The development will meet all other zoning standards, but the programming of the development drives the design of buildings which do not fit well within the defined building types in the ordinance. 3) The strict application of the terms of this Chapter would result in practical difficulties in the use of the property. A strict application of the ordinance would result in practical difficulties in the use of the property. The programming of the site will result in buildings which do not fit well within the defined building types in the zoning ordinance, though the development meets the intent of the ordinance for an S2 Suburban Neighborhood 2 zoned parcel. 4) The variance granted is the minimum necessary. The variance is the minimum necessary. While no building type will be required, the development will meet all other zoning standards. 5) The variance granted does not correct a hardship caused by a former or current owner of the property. The variance is driven by the programming of the site. The building types defined in the zoning ordinance do not speak well to a project of this nature, which meets the intent of the ordinance for an S2 Suburban Neighborhood 2 zoned parcel. Analysis & Recommendation Commitments: There are no commitments proposed at this time. Analysis: Zoning this property to S2 Suburban Neighborhood 2 will allow for a use that is compatible with the built form and use of surrounding properties. The programming of the site will result in buildings which do not fit well within the defined building types in the zoning ordinance, though the development meets the intent of the ordinance for an S2 Suburban Neighborhood 2 zoned parcel. Recommendation: Based on information available prior to the public hearing, the staff recommends the Plan Commission approve the development variance and send the rezoning petition and use variance to the Common Council with a favorable recommendation. SOUTH BEND PLAN COMMISSION Page 5 of 5 ONO PLAN cod County-City Building 4,, f` C ity of South Bend 227 W.Jefferson Blvd. 14005 o z PLAN COMMISSION South Bend,IN 46601 574) 235-7627 www.southbendin.gov/zoning Slg8L5rItD U2u December 20, 2024 Honorable Committee Chair Davis Filed in Clerk's Office 4th Floor, County-City Building South Bend, IN 46601 RE: 4022 Old Cleveland Road— PC#0240-25 Bianca Tirado City Clerk, South Bend, IN Rezoning and Use Variance Dear Committee Chair Davis: 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, 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 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, 1-(a.A.AL, Kari Myers Zoning Specialist CC: Bob Palmer Tim Corcoran Tim Corcoran Scott Ford Planning Director Interim Zoning Administrator Commission President 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 227 W Jefferson Blvd Suite, 1200 N South Bend, IN 46601 Phone Email Website 311 inside City limits 311@southbendin.gov Southbendin.gov James Mueller, Mayor Filed in Clerk's Office City of South Bend J O 8 Bianca Tirado Department of Administration & Finance Division of Human Resources City Clerk, South Bend, IN January 7, 2025 Canneth Lee, President City of South Bend Common Council 227 W. Jefferson Boulevard, 4th Floor South Bend, Indiana 4660 I 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 I st 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. lfyou should have any questions, please feel to contact me at 574-235-9822. Regards, rf tJJ.Q..,' 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 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 Substitute Bill 63-24 Filed in Clerk's Office SUBSTITUTE BILL NO. 63-24 JAN i 11 0 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 Northwest corner of Northwest 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 2633 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. Canneth Lee, 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 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 -�l2 . > �;.. ,., 1865 CITY OF SOUTH BEND COMMUNITY INVESTMENT January 14, 2025 Canneth Lee, President South Bend Common Council 4th Floor, County-City Building Filed in Clerk's Office JA 7 5 Bianca Tirado City Clerk, South Bend, IN RE: A Resolution of the Common Council of the City of South Bend, Indiana, Adopting a Written Fiscal Plan and Establishing a Policy for the Provision of Services to an Annexation Area in Centre Township (Lafayette Falls Extension Annexation Area) Dear President Lee: I am attaching for filing the above resolution, which is a companion to Bill No. 63-24. That bill proposes to voluntarily annex contiguous territory in Centre Township to the City of South Bend. This resolution provides for the Common Council's adoption of the written plan and policy concerning the provision of services, both capital and non-capital, to the territory to be annexed. This 44.6-acre annexation area contains the northern portion of two parcels south of Lafayette Falls Phase I Annexation Area and west of S U.S 31 Highway, plus adjacent right-of-way. All public improvements, if any, will be required to be done at the expense of the developer. I request that the attached resolution be placed on the January 27, 2025 Common Council meeting agenda, at which the companion bill is given Third Reading. I will be attending the meeting, as well as the Zoning & Annexation Committee hearing, as the presenter. If you have any questions, please feel free to contact me at (574) 235-7625. Thank you. 7.� Principal Development Planner EXCELLENCE I ACCOUNTABILITY I INNOVATION I INCLUSION I EMPOWERMENT 14005 County-City Building 227 W Jefferson Bvld. South Bend. Indiana 46601 Ip 574.235.9371 www.southbendin.gov 25-04 Filed in Clerk's Office BILL NO. 25-04 Bianca Tirado City Clerk, South Bend, IN RESOLUTION NO. A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,ADOPTING A WRITTEN FISCAL PLAN AND ESTABLISHING A POLICY FOR THE PROVISION OF SERVICES TO AN ANNEXATION AREA IN CENTRE TOWNSHIP LAFAYETTE FALLS EXTENSION ANNEXATION AREA) WHEREAS, there has been submitted to the Common Council of the City of South Bend, Indiana,an Ordinance and a petition by all(100%)property owners which proposes the annexation of real estate located in Centre Township, St. Joseph County, Indiana, which is more particularly described at Section I of this Resolution; and WHEREAS, the territory proposed to be annexed encompasses approximately 44.6 acres of land, which property is at least 12.5% contiguous to the current City limits, i.e., 59.2% contiguous,generally located south of Lafayette Falls Phase I Annexation Area and west of S U.S.- 31 Highway. It is anticipated that the annexation area will be used primarily for single unit dwellings; and WHEREAS, this development will require a basic level of municipal public services of a non-capital improvement nature, including police and fire protection, street and road maintenance, street sweeping, flushing, snow removal, and sewage collection, as well as services of a capital improvement nature, including street and road construction, sidewalks, street lighting, a sanitary sewer system, a water distribution system, and a storm water system and drainage plan; and WHEREAS,the South Bend Common Council now desires to establish and adopt a fiscal plan and establish a definite policy showing: (1) the cost estimates of services of a non-capital nature,including police and fire protection, street and road maintenance, street sweeping,flushing, and snow removal, and sewage collection,and other non-capital services normally provided within the corporate boundaries; and services of a capital improvement nature including street and road construction, street lighting, a sanitary sewer extension, a water distribution system, and a storm water system to be furnished to the territory to be annexed; (2) the method(s) of financing those services; (3) the plan for the organization and extension of those services; (4) that services of a non-capital nature will be provided to the annexed area within one(1) year after the effective date of the annexation, and that they will be provided in a manner equivalent in standard and scope to similar non-capital services provided to areas within the corporate boundaries of the City of South Bend, regardless of similar topography, patterns of land use, and population density; (5) that services of a capital improvement nature will be provided to the annexed area within three (3) years after the effective date of the annexation within the same manner as those services are provided to areas within the corporate boundaries of the City of South Bend regardless of similar topography, patterns of land use, or population density, and in a manner consistent with federal, 1 state and local laws, procedures, and planning criteria; and (6) the plan for hiring the employees or other governmental entities whose jobs will be eliminated by the proposed annexation. NOW,THEREFORE,BE IT RESOLVED BY THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,AS FOLLOWS: Section I. It is in the best interest of the City of South Bend and the area proposed to be annexed that the real property described more particularly at Page 13 of Exhibit "A" attached hereto be annexed to the City of South Bend. Section II. It shall be and hereby is now declared and established that it is the policy of the City of South Bend, to furnish to said territory services of a non-capital nature, such as police and fire protection, street and road maintenance, street sweeping, flushing, and snow removal, within one (1) year of the effective date of the annexation in a manner equivalent in standard and scope to services furnished by the City to other areas of the City regardless of similar topography, patterns of land utilization, and population density; and to furnish to said territory, services of a capital improvement nature such as street and road construction, sidewalks, a street light system, a sanitary sewer system, a water distribution system, a storm water system and drainage plan, within three(3)years of the effective date of the annexation in the same manner as those services are provided to areas within the corporate boundaries of the City of South Bend regardless of similar topography, patterns of land use, or population density. Section III. The South Bend Common Council, shall and does hereby now establish and adopt the Fiscal Plan, attached hereto and fully incorporated herein as Exhibit "A", and made a part hereof,for the furnishing of said services to the territory to be annexed,which provides,among other things, that the public sanitary sewer and water network is available with capacity sufficient to service this area with costs for extensions, any improvements in sewer or water capacity, and a City-approved drainage system to be paid for by the developer, all in compliance with state and local law; that no additional street lighting will be necessary and any future lighting especially of a decorative nature or with underground wiring will be at the developer/owner's expense; that no new public streets will be required. Section IV. Sidewalks should be provided along public streets as required and must comply with the Americans with Disabilities Act(ADA) under the PROWAG standards. Section V. It is required as a condition of annexation that any future improvements or alterations to the property meet the City of South Bend's building, zoning, and subdivision requirements. Section VI. This Resolution shall be effective from and of the date of adoption by the Common Council. 2 Canneth Lee, 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 3 Exhibit "A" Filed in Clerk's Office JAN 1 4 2025 Bianca Tirado City Clerk, South Bend, IN THE CITY OF SOUTH BEND FISCAL PLAN LAFAYETTE FALLS EXTENSION ANNEXATION AREA Prepared by City of South Bend Department of Community Investment November 25, 2024 Lafayette Falls Extension Annexation Area 2 TABLE OF CONTENTS SECTION I. INTRODUCTION 3 SECTION II. GENERAL DATA 3 A. Location B. Legal Description C. Contiguity D. Size of Annexation Area E. Buildings & Land Use F. Zoning&Subdivisions G. Population H. Tax Rate & Impact I. Parcel Ownership &Assessments J. Municipal Legislative District K. Hiring Plan SECTION III. MUNICIPAL SERVICES 6 A. Public Works B. Police Department C. Fire Department& EMS D. Neighborhood Services & Enforcement E. Environmental Services F. Administrative Services SECTION IV. LAND USE ANALYSIS& DEVELOPMENT CRITERIA 10 SECTION V. FISCAL IMPACT 11 Fiscal Impact: TABLE 1 Legal Description 13 Map: MAP 1 14 Lafayette Falls Extension Annexation Area 3 SECTION I. INTRODUCTION This Fiscal Plan represents the City of South Bend's (hereinafter, "City") policy for the annexation of property in Centre Township, St.Joseph County, Indiana (hereinafter, Annexation Area"), and was developed through the cooperative efforts of the following City Departments: Legal Department Department of Public Works South Bend Fire Department South Bend Police Department Department of Community Investment Department of Administration & Finance SECTION II. GENERAL DATA A. Location The Annexation Area is located south of Lafayette Falls Phase I Annexation Area and west of S U.S.-31 Highway. See Map 1. B. Legal Description The Annexation Area is part of the South Half of Section 2, Township 36 North, Range 2 East, Centre Township, St.Joseph County Indiana. For a complete legal description, see Page 13. C. Contiguity The Annexation Area is at least 1/8 (12.5%) contiguous to the current City limits: Contiguous 3,943 feet 59.2% Non-Contiguous 2,717 feet 40.8% Total 6,660 feet 100.0% D. Size of Annexation Area The Annexation Area is approximately 44.6 acres. Lafayette Falls Extension Annexation Area 4 E. Buildings& Land Use The Annexation Area contains vacant land. A development of 111 housing units, primarily in the form of single unit dwellings, is proposed for the land. F. Zoning&Subdivisions The property in the Annexation Area is currently zoned R Single Family District in St. Joseph County. With the annexation petition,the properties would automatically be zoned as S1 Suburban Neighborhood 1 in the City of South Bend. The Annexation Area falls within the Zeiger's U.S 31 Minor Subdivision. G. Population No people currently reside in the Annexation Area. At project buildout, an estimated 250 residents would live in the Annexation Area. H. Tax Rate& Impact The tax rates used are those of 2023 payable 2024. The total tax rate for unincorporated Centre Township is 2.7697 per$100 of taxable real estate. The total tax rate for South Bend Centre Township is 5.3227 per$100 of taxable real estate. Per State law, the tax caps expressed as a percentage of the gross assessed value for different classifications of property are as follows, regardless of the property's location being within South Bend or unincorporated St. Joseph County: Property Type Cap Homestead Residential 1.0% Non-Homestead Residential 2.0% Agricultural 2.0% Other (Commercial) 3.0% For at least the four years after the effective date of the annexation, the expected tax rates, tax levies, expenditure levels, service levels, and annual debt service payments are estimated to be approximately the same as those in effect at the time of annexation for each of the political subdivisions to which the proposed annexation applies. Because of the relatively small size of the Annexation Area and its assessed value relative to the total size and tax base of the various political subdivisions, this annexation is expected, for at least four years after the effective date of this annexation, to have a negligible impact on the finances and tax revenues of South Bend and other political subdivisions to which the proposed annexation applies, on the political subdivisions in St. Joseph County not part of this annexation, and on taxpayers not part of this annexation. Lafayette Falls Extension Annexation Area 5 I. Parcel Ownership &Assessments Parcel IdentificationAssessed Number Address Parcel Owner Value Total) 001-1002-002201 Vacant land at US 31 Lafayette Falls LLC 42,000 South 001-1002-002444 Lafayette Falls Outlot Lafayette Falls LLC 20,400 Total Assessments Land: 62,400 Improvements: $0 Total (Gross): 62,400 Total (Net): 62,400 Assessments are based on 2024 payable 2025 St. Joseph County property tax records. J. Municipal Legislative District The Annexation Area will be in the 5th District. K. Hiring Plan This annexation is not anticipated to result in the elimination of jobs for employees of any other governmental entities. The Centre Township Trustee has been notified of this proposed annexation. Lafayette Falls Extension Annexation Area 6 SECTION III. MUNICIPAL SERVICES A. Public Works Sewer - The nearest sanitary sewer is an 8" diameter pipe with a manhole structure off of Mackey Drive on Griese Lane. The depth of the south invert(stub pipe to annexation area) is approximately 21'. Water-There is an 8" water main south of Mackey Drive on Stewart Drive and an 8" water main south of Mackey Drive on Griese Lane. It is the developer's financial responsibility to make the connection to extend public water and sewer. In order to develop any part of the annexation area, a master utility plan for all undeveloped sections of Lafayette Falls will be required, including a plan for gravity sewer extensions. Development of the site requires development of a Drainage Plan. No public storm sewer is available to the site. Retention basins and low impact means to promote infiltration of surface water will be required. The developer will also be required to generate an erosion control plan and obtain a permit. Streets -There is no City right of way within the annexation area. A portion of U.S.-31 is within the annexation area, which is labeled as a U.S. Route in the INDOT Roadway Inventory. The design and construction of public streets, sidewalks, and lighting will be the responsibility of the developer. Solid waste services will be available to the annexation area. A Dedicated Improvements Agreement will be required. There are no public improvements within the property's boundaries. Subdivision of land will require minimum frontage on public rights-of-way to current standards, or to development standards adopted for this development that meet or exceed the Zoning Ordinance and the Standards for Design and Construction. Waivers of Annexation - No waivers of right to remonstrate against annexation are in effect for this area. 2023 Actual Budget Report for the Department: Expenditures: 36,313,657 Miles of Roadway in City: @502 Cost per Mile: @$72,338 New Mileage within Area: @0.94 miles(5,000 feet) Estimated Maintenance Cost for Annexation Area per year: @$67,997 Lafayette Falls Extension Annexation Area 7 B. Police Department The Annexation Area would be added to the existing Beat 16. Police patrols and emergency responses will be part of the services the City will offer to this area. As a result of this annexation, it may be necessary to restructure or increase police patrols beyond the existing beat patrol. The addition of this Annexation Area will not significantly increase response time. The cost of servicing the proposed area within the existing beat patrol structure would not be expected to impact the existing budget of the Police Department significantly. The patrol costs would be assumed by the Police Department budget. However, this area, as well as all other areas of the City, will continually be monitored for level of service demands and other criteria that would necessitate additional resources through budgetary increases or possible shifting of existing resources, such as a beat restructure. Police services and response time in this area can be expected to be comparable with that found in all other areas of the City. Police coverage to this area could begin immediately upon annexation. Note: The cost of service for this Annexation Area is based on the number of parcels. Household information is provided for comparative purposes. 2023 Actual Budget Report for the Department: Expenditures (including pension cost): $54,441,986 Number of Households in City(2022): @41,488 Cost per Household: @$1,312 Number of Parcels in City (2024): @47,400 Cost per Parcel: @$1,149 Proposed Number of Households in Area: 111 Proposed Number of Parcels in Area:111 Cost for Annexation Area per year: 127,539 (111 parcels x $1,149/ parcel) Lafayette Falls Extension Annexation Area 8 C. Fire Department& EMS Fire Response - The South Bend Fire Department provides a fully staffed, full-time fire department. The Annexation Area will be serviced primarily by Fire Station #10 at 5303 S York Road, which is approximately 3.6 miles away. Additional Fire Department units would respond from Fire Station #1, located at 1222 S. Michigan Street, approximately 4.8 miles away, or Fire Station #5, located at 2221 Prairie Avenue, approximately 4.5 miles away. The South Bend Fire Department notes that the response time will be approximately 10 minutes, above the required response time standard set forth in NFPA 1710 of 4 minutes. Extensive response times could be addressed by an agreement to utilize automatic aid from fire stations closer to the annexation area, by establishing a metro fire department and absorbing smaller departments into South Bend, or by constructing a new fire station. Fire coverage to this area could begin immediately upon annexation. Adequate water supply will be necessary as any development takes place. Emergency Medical Response - The City will provide emergency medical response to the Annexation Area. This area will be serviced by Medic #10, which is at Fire Station #10 at 5303 S York Road (approximately 3.6 miles away). Emergency medical services are supported by user fees and would be available upon annexation. Note: The cost of service for this Annexation Area is based on the number of parcels. Household information is provided for comparative purposes. 2023 Actual Budget Report for the Department: Expenditures (including pension cost): $44,998,334 Number of Households in City (2022): @41,488 Cost per Household: @$1,085 Number of Parcels in City (2024): @47,400 Cost per Parcel: @$949 Proposed Number of Households in Area: 111 Proposed Number of Parcels in Area:111 Cost for Annexation Area per year: 105,339 (111 parcels x $949/ parcel) Lafayette Falls Extension Annexation Area 9 D. Neighborhood Services& Enforcement The Annexation Area will be added to Area 2. The Division of Neighborhood Services & Enforcement will be able to provide services to the Annexation Area with comparable response times. The Division will respond to calls for service upon the effective date of the annexation. Full and dedicated response will be in place within one year of the effective date of the annexation. 2023 Actual Budget Report for the Division: Expenditures: 7,732,302 Number of Parcels in City (2024): @47,400 Cost per Parcel: @$163 Proposed Number of Parcels in Area:111 Cost for Annexation Area per year: 18,093 (111 parcels x $163/ parcel) E. Environmental Services Wastewater Treatment-Wastewater treatment services are supported by user fees and are paid through the Water Works billing system. Solid Waste - The Bureau of Solid Waste can provide service to residential customers at the prevailing rate at that time (currently $15.78 for a one-family dwelling and $24.74 for a two- family dwelling) with service beginning on the effective date of the annexation. F. Administrative Services The City of South Bend provides a wide range of services other than those noted above, such as the Mayor's Office, the Legal Department, and Venues Parks &Arts. These services are available upon the effective date of the annexation. Full and dedicated response for non-capital services will be in place within one year of the effective date of the annexation. Costs for these services have not been calculated. The incorporation of the Annexation Area will not affect the provision of other services currently provided to this property on a countywide basis. The St. Joseph County Health Department, the St.Joseph County Public Library, and the St.Joseph County/South Bend Building Department are among the countywide agencies that will continue to provide the same type and level of services to the Annexation Area. Countywide services will continue to be supported by the County and Township taxes that will remain in effect. Lafayette Falls Extension Annexation Area 10 SECTION IV. LAND USE ANALYSIS & DEVELOPMENT CRITERIA This proposed annexation will add the north portion of two vacant properties to the City of South Bend. The petitioner proposes to subdivide the land for residential uses. The Annexation Area is currently zoned R Single Family District in unincorporated St. Joseph County. Lafayette Falls Phase I, a residential subdivision zoned S1 Suburban Neighborhood 1 and U1 Urban Neighborhood 1 in the City of South Bend, is located to the north. To the east, across U.S.-31 Highway, is a commercial warehouse zoned C Commercial in the City of South Bend. To the south are single family homes and vacant land zoned R Single Family District in unincorporated St. Joseph County. To the west is vacant land zoned S1 Suburban Neighborhood 1 in the City of South Bend and vacant land zoned R Single Family District in unincorporated St. Joseph County. According to a preliminary site plan, the petitioner proposes to subdivide the land into 111 parcels, to be used primarily for single unit dwellings. Any improvements or future changes must meet the City's applicable building, zoning, and subdivision ordinances. Lafayette Falls Extension Annexation Area 11 SECTION V. FISCAL IMPACT 1) Essential city services can be made available to the residents (and territory) of the Annexation Area in a timely and comparable fashion per the requirements of State law and this fiscal plan. 2)The City is financially able to support city services to the territory sought to be annexed. 3) Required improvements made by the petitioner and/or owner of the parcel(s) must be made in accordance with the standards of the City of South Bend. 4) Required improvements made by the City, if any, will be completed within the time frames provided by State law and this fiscal plan. 5) All figures are estimates. Final cost of capital expenditures, if any,will not be determined until bids are publicly solicited, contracts are awarded, and projects are closed out. 6) Property tax revenue and land assessment estimates are based on 2023 payable 2024 tax information, assessments of comparable developments, estimates of units built, estimates of unit values and land assessments, and tax abatements or adjustments, if any. Tax rates are subject to change every year, and property tax revenues may be subject to tax caps. 7) Department expenditures and revenues are derived from the City of South Bend Budget. 8) The estimated costs to provide services, noted in Section III, Municipal Services, are a City- wide average based on a particular budget year. In the case of the proposed development in the Annexation Area, some of these services may not be required or possibly requested for many years. Hence, the cost of providing services over the first five years should be evaluated with this in mind. Lafayette Falls Extension Annexation Area 12 TABLE 1 Summary Table - Estimated Fiscal Impact Expenditures Capital Non Capital Notes 5-Year Total Est.) Per Year (Est.) Street Construction 0 0 Connection at Sewer Extension 0 petitioner's 0 expense Connection at Water Extension 0 petitioner's 0 expense Street Lights 0 0 Street Maintenance 0 67,997 339,985 Police 0 127,539 637,695 Fire 0 105,339 526,695 Neighborhood 0 18,093 90,465 Services Approximate 5-Year Expenditures 1,594,840 Revenues Notes Total (Est.)5-Year Total Year 1 1,182 Year 2 39,817 Property Taxes Year 3 79,634 399,344 to City) Year 4 119,451 Year 5 159,268 MVH/LRSA Estimated at revenue 31,240 156,200 per mile of$33,234 Approximate 5-Year Revenues 555,544 Revenue estimate based on $62,400 net assessment and capped tax rate of 3%of$62,400 gross assessment in Year 1, $2,908,000 net assessment and capped tax rate of 1% of 6,000,000 gross assessment in Year 2, $5,816,000 net assessment and capped tax rate of 1% of $12,000,000 gross assessment in Year 3, $8,724,000 net assessment and capped tax rate of 1% of $18,000,000 gross assessment in Year 4, and $11,632,000 net assessment and capped tax rate of 1% of$24,000,000 gross assessment in Year 5. Lafayette Falls Extension Annexation Area 13 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 Northwest 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 2633 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. Lafayette Falls Extension Annexation Area 14 MAP 1 Lafayette Falls Extension Annexation Area I11111111=112111 4r_si_i II I,r El ajr wNtift-r1 7 i 1, f 1'4', ' - -, 1* i. y, F'pr r tit,+-- r 7 — aN ~ r I ! 7 11111 v i + • d 11 r SORT IIIIIIIIII 11, ii .r rt -. nLafayette Falls Extension Annexation Area - City of South Bend Prepared by City of South Bend Department of Community Investment October 25.2024 CITY OF SOUTH BEND DEPARTMENT OF PUBLIC WORKS Filed in Clerk's Office Bianca Tirado City Clerk, South Bend, IN Re: Proposed Resolution Authorizing the Board of Works to Initiate a Guaranteed Energy Savings Contract for the South Bend Fire Department (SBFD) Central Fire Station building and the Martin Luther King Jr (MLK) Dream Center building. Dear Council Members; I am introducing the attached Resolution for your consideration, with the goal of making energy efficiency and operational upgrades to the SBFD Central Fire Station and the MLK Dream Center buildings. This unique type of public works project is governed by Indiana Code 36-1-12.5. Under this law, the "governing body" of a "political subdivision" is granted authority to enter into a Guaranteed Energy Savings Contract. The process outlined in the attached Resolution will be nearly identical to the process used for the previously completed Century Center Guaranteed Energy Savings Contract. For that project, the Council initiated the process by adopting Resolution No 4302-13 on Nov. 12, 2013 which appointed the Board of Public Works and the Department of Public Works as the Council's Agents to oversee the guaranteed energy savings contract. As with the Century Center project, after a period of significant study, engineering, and design, the Council will be asked to take additional actions to approve the execution of the final Guaranteed Energy Savings Contract and associated project financing documents. City staff, with the Century Center project experience under their belts, are enthusiastic about utilizing this contracting model to bring cost-savings and sustainable operational upgrades to other facilities and departments in the City. Alexandro Bazan, Director of Sustainability, is available to respond to Common Council questions and concerns throughout the process. Prepared by: Lidya Abreha Project Engineer Date: January 21, 2025 Approved by: Eric Horvath Executive Director Date: January 22, 2025 EXCELLENCE ACCOUNTABILITY i INNOVATION. INCLUSION EMPOWERMENT 1316 County-City Building 227 W. Jefferson Blvd. i South Bend, Indiana 46601, www.southbendin.gov 25-05 Filed in Clerk's Office JAN ? BILL NO. 25-05 Bianca Tirado City Clerk, South Bend, IN RESOLUTION NO. A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND INDIANA TO APPOINT THE BOARD OF PUBLIC WORKS AND ITS DELEGEES AS ITS AGENT FOR OVERSEEING THE GUARANTEED ENERGY SAVINGS CONTRACT FOR IMPROVEMENTS FOR THE SOUTH BEND FIRE DEPARTMENT AND VENUES, PARKS & ARTS WHEREAS, the City of South Bend ("City") desires to implement a program to replace old or failing equipment with energy-efficient and reliable equipment across many facilities in the Department of Venues Parks and Arts and South Bend Fire Department; and WHEREAS, these upgrades will decrease energy consumption and greenhouse gas emissions; reduce utility, operations, and maintenance budgets; and improve the quality of Fire Department facilities, and public spaces; and WHEREAS, pursuant to Indiana Code §36-1-12.5 et al. the South Bend Common Council ("Council"), on behalf of the City, is authorized to enter into an agreement to participate in a utility efficiency program or a guaranteed savings contract in order to implement energy savings measures; and WHEREAS, Council desires to delegate its review, selection and oversight of this guaranteed energy savings contract to members of the City's engineering, fire department, Venues, Parks &Arts and Board of Public Works. Now, Therefore, Be It Resolved by the Common Council of the City of South Bend, Indiana, as follows: Section I. The South Bend Common Council hereby asserts that the City's Board of Public Works, and its delegees, shall be the authorized agent for the South Bend Common Council for purposes of meeting the provisions required of Indiana Code §36-1-12.5 et al. and other Indiana laws leading up to the final review of and the execution by the South Bend Common Council of a Guaranteed Energy Savings Contract for implementing a program to install solar panels at the MLK Dream Center and Central Fire Station. Such authorization shall include, without limitation, the preparation of specifications and evaluation criteria, advertisement for proposals, opening of proposals, evaluating proposals, rejecting non-responsive proposals, and making advisory recommendations to the Common Council with respect to a final contract for execution. Section II. 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 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 p.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 CITY OF SOUTH BEND COMMUNITY INVESTMENT January 22, 2025 Filed in Clerk's Office Council Member Troy Warner I J '> Chairperson, Community Investment Committee South Bend Common Council Bianca Tirado County-City Building, 4th Floor City Clerk, South Bend, IN South Bend, Indiana 46601 RE: Declaratory Resolution: Vacant Building Tax Abatement for Studebaker Admin QOZB LLC Dear Council Member Warner, Please find the enclosed Declaratory Resolution and supporting information pertaining to a tax abatement petition submitted by Stude baker Admin QOZB LLC, an Indiana Limited Liability Company. This petition package includes: •Department of Community Investment's summary report •Petition for abatement •Statement of Benefits forms (SB-1 / Real Property) •Supporting information The report contains the Department's findings relative to the above-mentioned petition. The petitioner intends to stabilize the property at 635 S. Main Street by replacing the roof and installing new windows. The building has been vacant for two decades and was previously the headquarters of the Studebaker Corporation and then the South Bend Community School Corporation. The total investment for this project is $920,653. The project meets the qualifications for a two­ year (2) vacant building tax abatement. A representative from Studebaker Admin QOZB, LLC, will be available to meet with the Committee on Monday, January 27, 2025. If you or other Council members have questions about the report or need additional information, please feel free to call me at (574) 245-6022 Sincerely, Joseph Molnar Assistant 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 25-06 Filed in Clerk's Office is ? BILL NO. 25-06 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 635 S. Main Street, South Bend, Indiana 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A TWO-YEAR (2) VACANT BUILDING TAX ABATEMENT FOR Studebaker Admin QOZB 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 areas described as: Key Number: 71-08-12-352-001.000-026 Local Parcel Number: 018-3018-0687 Commonly Known As: 635 S MAIN ST Legal Description: TRACT 1 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 Key Number and legal description 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 this area as an Economic Revitalization Area for purposes of real property tax abatement. SECTION V. The designation as an Economic Revitalization Areas shall expire on December 31, 2027. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted a vacant building property tax deduction for a period of two(2)years outlined below as well as shown by the attachment pursuant to Indiana Code 6-1.1-12.1-17. Year 1 - 100% Year 2 - 75% SECTION VII. The Common Council directs the City Clerk to cause notice of the adoption of this Declaratory Resolution for a Vacant Building 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 TAX ABATEMENT REPORT TO: South Bend Common Council FROM: Joseph Molnar, Director, Assistant Growth and Opportunity SUBJECT: Vacant Building Real Property Tax Abatement Petition for Studebaker Admin QOZB LLC DATE: January 22, 2025 On January 22, 2025, a petition for tax abatement from Studebaker Admin QOZB LLC was filed with the Office of the City Clerk. The petition seeks consideration for a vacant building tax abatement for property 635 S. Main Street in south downtown South Bend. 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, Studebaker Admin QOZB LLC, intends to stabilize the former Studebaker Administration Building which has been vacant and deteriorating for the past two decades. The project will consist of stabilizing the building—including replacing the roof and all windows—to preserve it from further deterioration and potential demolition. Private investment for this project is approximately $920,000. By saving this historic structure, the petitioner is ensuring its future redevelopment potential, which will incentivize additional investment into the south edge of downtown South Bend. Employment Impact Per this petition and supporting material, it is estimated that the project will create temporary construction jobs. Tax Estimates The petitioner qualifies for a two-year (2) vacant building development tax abatement. Current estimated annual real property taxes: $15,326 Total estimated combined taxes during the two-year (2) abatement period: $30,652 o Estimated taxes being abated during the abatement period: $20,441 Estimated total taxes to be paid during the abatement period: $10,211 Abatement Qualification 1. A review of the tax abatements previously granted finds that the petitioner has been granted the following prior abatement. Resolution No. 4514-15 (12/14/25): Ten-year (10) real property tax abatement for property located at 635 S. Lafayette Blvd granted to RDistrict One LLC. The petitioner (Studebaker Admin QOZB LLC) and RDistrict One LLC are under common ownership. 2. The property is properly zoned for the proposed project. 3. Taxes on the property have been paid in full. 4. A review of the South Bend Redevelopment designation areas finds that the property is in the River West Development Area. 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for a Two-year (2) vacant building tax abatement under Division 9 Miscellaneous Real Property Tax Abatement), Section 2-84 (Council's Authority to Enlarge Real Property Tax Abatement General Standards). 2 2-Year Abatement January 16,2025 Studebaker Center LLC South Bend Portage Township Vacant Building Tax Abatement Schedule * Property Address: 635 S. Main Street Tax Key Number: 71-08-12-352-001.000-026 Current Year 1 Year 2 Assessed Value(AV) Land 58,400 $ 58,400 $ 58,400 Structure 394,500 394,500 394,500 Gross Assessed Value 452,900 452,900 452,900 Abatement(100%of Structure)100% 75% Abatement Deduction 394,500) (295,875) Net Assessed Value 452,900 58,400 157,025 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) 24,252 3,127 8,408 Local Tax Credit(12.3682%of GT-DS 2,784) 359) 965) Circuit Breaker Credit 6,141) Taxes Due 15,326 $ 2.768 $ 7,443 3% 3% 3% Circuit Breaker Cap 13,587 13,587 13,587 Debt Service(0.3840%of Net AV)1,739 224 603 Max Tax Under the Cap 15,326 13,811 14,190 Year Abatement Taxes Due Taxes Abated Net Taxes Paid 1 100% $ 15,326 $ (12,558) $ 2.768 2 75% 15,326 7,883) 7,443 Total: 30,652 20,441)10,211 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. 1 `Department of Community Investment a • e ' City of South Bend City of South Bend Instructions:Complete pages 1-3 AND the proper Form SB-1 for for IncentivesPetition the type of abatement(real property or personal property) Petition must include a$250 filing fee payable to the for which you are applying. City of South Bend"before processing can be complete General Information Project Name I Studebaker Administration Project Number Legal name as registered with Secretary of State Studebaker Admin QOZB LLC Business structure Limited Liability Company Company website Proposed Project Information Proposed project address 635 S.Main Street Parent company name City,State,Zip South Bend,IN 46601 Legal owner Site acreage or acreage required Is the real estate owned Owned2.3 or leased? Square feet of facility 149,595 If leased,by whom? Primary Contact Information Primary company contact name Kevin Smith Title Member Address of company contact 506 W.South Street Phone 574-514-2959 City,State,Zip South Berd, IN 46601 Email k.smith@iqi-bi.com Senior Official Information Company senior official name Title Address of company contact Phone if different from above) City,State,Zip Email Consultant Information/Agent Hired business consultant/agent name 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 The primary objective is to stabilize the Studebaker Administration property is necessary for building, preserve its historical significance, and position it for futureeconomicgrowth development. Immediate actions focus on structural stabilization and environmental remediation, with the City of South Bend and Indiana Landmarks as collaborators. Certified Technology Park appropriate 1IstheprojectinaTaxIncrementalFinancing TIF)area? If so,which? Have Building Permits been issued?(YIN) Number of residential units created by ggpp,, Note-Not eligible for abatement if Yes] No project None If this is a petition for personal property tax abatement,has the equipment been installed? Investment Details Public Infrastructure needs Has any 504 funding been What is the value of any equipment being purchased in I 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? New Project Investments Calendar Year 2023 2024 2025 2026 2027 2028 2029 2030 Land Acquisition Building Lease Payments it Building Purchase Costs p$809,000.00 New Building Construction Existing Building Improvements S 1,227,000.00 New Machinery&Equipment Special Tooling/Retooling New Furniture/Fixtures New Computer/IT Hardware New Software On-site Rail Infrastructure On-site Fiber Infrastructure TOTAL 0.00 $0.00 $2.036,000.00 $0.00 $0.00 $0.00 $0.00 $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year Jobs retained I Hourly Cumulative H of net NEW full time Hourly average wage,w/o Total training Total C to be average permanent jobs created at project benefits or oonuses,of expenditure- trained-not wage,w/o benefits or cumulative net new jobs not cumulative bonuses cumulative 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Provide hourly wage information for new employees in the following positions. Full time Part time Laborers Technical Managerial Administrative Who will be the individual responsible for coordinating with WorkOne on recruiting? Does your company have an EEO hiring policy? Are you an EEO employer? Please list the number of full time and part time minority and/or female Please describe your commitment to employees for the following years: diversity and inclusion by detailing your 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 Other STATEMENT OF BENEFITS r 20 24 PAY 20 25 VACANT BUILDING DEDUCTION FORM SB-1 I VBD J f State Form 55182(R2/1-21) F Prescribed by the Department of Local Government Finance PRIVACY NOTICE This statement is being completed for real property that qualifies as an"eligible vacant building"as defined by The cost and any specific individual's IC 6-1.1-12.1-1(17). salary information is confidential;the balance of the filing Is public record per IC 6-1.1-12.1-5.1(c)and(d). 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 occupation of the eligible vacant building for which the person wishes to claim a deduction. 2. To obtain a vacant building deduction,a Form 322NBD must be filed with the county auditor before May 10 in the year in which the property ownerorhistenantoccupiesthevacantbuildingornotlaterthanthirty(30)days after the assessment notice is mailed to the property owner if it wasmailedafterApril10. If the property owner misses the May 10 deadline in the initial year of occupation,he can apply between January 1 and May 10 of a subsequent year. 3 A property owner who files the Form 322NBD must provide the county auditor and the designating body with a Form CF-1NBD to show compliancewiththeapprovedFormSB-1/VBD. The Form CF-1NBD must also be updated each year in which the deduction is applicable. SECTION 1 TAXPAYER INFORMATION Name of taxpayer Studebaker Admin QOZB LLC Address of taxpayer Number and Street: 506 W South Street, Suite 210 city: South Bend State: IN ZIP: 46601 Name of contact person YY1 Telephone number E-mail address First Name: Sue Last Name: St I tlth 574) 340-6257 s.smith@iqi-bi.eom 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 County DLGF taxing district number Number and Street: 635 S. Main St. City: soaihBend State: IN ZIP:46601 St. Joseph 026 (South Bend - Portage) Description of eligible vacant building that the property owner or tenant will occupy(use additional sheets if necessary). Estimated occupancy date(month,day,year) Former Studebaker Administration Building Estimated date placed-in-use(month,day,year) SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS A RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained Salaries Number Additional Salaries SECTION ESTIMATED TOTAL COST AND'VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 518,653 452.900 Plus estimated values of proposed project s 402,000 Less values of any property being replaced Net estimated values upon completion of project S 920,653 452,900 SECTION 5 EFFORTS TO SELL OR LEASE VACANT BUILDING Described efforts by the owner or previous owner to sell,lease,or rent the building during period of vacancy' Building was for sale for the past few years and has deteriorated during that time frame. Show amount for which the building was offered for sale,lease,or rent during period of vacancy. 518,653 List any other benefits resulting from the occupancy of the eligible vacant building. Saving of a historic structure. SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signer irau trorized represintat 1 Title Date sig (month, y;year) C. '"---.,r)^ 0 Ift‘n /I 7.-- S"-- - / 7--/ '' ..-6 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 Il/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 amount of the deduction applicable is limited to$ n/a C. Other limitations or conditions(specify) n/a D. Number of years allowed: Year 1 Year 2 Year 3 Year 4 Year 5(*see below) Year 6 Year 7 Year 8 Year 9 Year 10 E. For a statement of benefits approved after June 30,2013,did the designating body adopt an abatement schedule per IC 6-1.1-12.1-17? El 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. IC 6-1.1-12.1-1 17) "Eligible vacant building"means a building that: A)is zoned for commercial or industrial purposes;and B)is unoccupied for at least one(1)year before the owner of the building or a tenant of the owner occupies the building,as evidenced by a valid certificate of occupancy,paid utility receipts,executed lease agreements,or any other evidence of occupation that the department of local government finance requires. IC 6-1.1-12.1-17 Abatement schedules Sec.17. (a)A designating body may provide to a business that is established In or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created. 3) The average wage of the new employees compared to the state minimum wage. 4) The infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits. Page 2 of 2 Aerial and Street Views o f - • " 1111111. ,._,, CIe:Mand NA lai1 44 0 JA i'li A lidjaesL E f1rnRd I t a'111N 1h o iwlr a y I IIa. i t=1 11 H1 111 Ly oti .. .- .__...- 1Slu 1- .. W111 11; . nis aa11 11 10111111a; ' V1j»u. Ri%iG G McKi•: A e to&11 i i 1 Ave Salk,.tanfw f1e5x yrvf. inurixS w:-^ HMI ElR IJ i s haoah3A y t Ai wimp. M..:1121:221. 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' ' m..---1 A ..• . ii.......2, --7.--'aor.• I 1,..XA --.. ..16't-111'iri'AN., ir'.r.,•i 6',,,C; CITY OF SOUTH BEND COMMUNITY INVESTMENT January 22, 2024 Council Member Troy Warner Chairperson, Community Investment Committee South Bend Common Council County-City Building, 4 th Floor South Bend, Indiana 46601 Filed in Clerk's Office I ') ') ,. � l. � Bianca Tirado City Clerk, South Bend, IN RE: Declaratory Resolutions (2): Industrial Property Tax Abatement for GLC Sheridan, LLCand Personal Property Abatement for GT A Containers, LLC Dear Council Member Warner, Please find the enclosed Declaratory Resolution and supporting information pertaining to a tax abatement petition jointly submitted by GLC Sheridan, LLC, an Indiana Limited Liability Company and GTA Containers, LLC, also an Indiana Limited Liability Company. This petition package includes: •Department of Community Investment's summary report•Petition for abatement•Statement of Benefits forms (SB-1 / Real Property)•Statement of Benefits forms (SB-1 / Personal Property)•Supporting information The report contains the Department's findings relative to the above-mentioned petition. GLC Sheridan, LLC, intends to expand the facility located at 445 N. Sheridan Street, which will be leased to GTA Containers, LLC, through a triple net lease. GTA Containers has been a local employer and manufacturer since 1988, and due to market shifts, need to expand into this new space. GLC Sheridan, LLC, is requesting a real property tax abatement in support of the project. GTA Containers will also need to purchase new manufacturing equipment to support this growth and is requesting a personal property tax abatement. The total investment for this project is $11,992,250 and will generate an additional 15 FTEs with a combined annual salary of $1,040,000. The project meets the qualifications for an eight-year (8) mixed-use development real property tax abatement, and a five-year (5) personal property tax abatement. A representative from GLC Sheridan, LLC, and GTA Containers, LLC will be available on Monday, January 27, 2025. If you or other Council members have questions about the report or need additional information, please feel free to call me at (574) 235-5836. Sincerely, # r/ r1f) .J, 1)l ✓�,l,(),(,f�Mark Bemen erfer Manager Business Development EXCELLENCE ACCOUNTABILITY I INNOVATION INCLUSION I EMPOWERMENT 14005 County-City Building 227 W. Jefferson Blvd. South Bend, Indiana 46601 p 574.235.9371 www.southbendin.gov 25-07 GTA CONTAINERS INC.•4201 LINDEN AVE•SOUTH BEND,IN. 46619 PHONE: 574-288-3459•R'EBSITE:www.gtacontainers.com CAGE 1YFXS•DUNS: 110499535•ISO 9001:2008 Certified January 7,2025 GTA Containers,a HubZone certified local military contractor and employer since 1988,is seeking an abatement in connection with the expansion of its current facilities within South Bend. This project would result in the expenditure of$8.8 million for construction,and would allow the business to remain in the area,resulting in both job maintenance and for additional jobs through expansion. Currently,GTA Containers operates from its location at 4201 Linden Avenue in South Bend. At this site,there are two large, updated structures as well as an old outbuilding,currently used as a welding and machine shop and vacant land. In Plant 1,a 65,000 square foot facility,GTA currently manufactures covers and doors for military vehicles. Plant 2,a 95,000 square foot facility,was purpose built to manufacture collapsable fabric fuel and water tanks, ranging in size from 500 to 210,000 gallons. The welding and machine shop covers an additional 35,000 square feet. The market has shifted,and GTA Containers finds itself being asked to design and deliver not only fluid storage, but storage and distribution systems. Integrating systems requires additional floor space,which is prompting the need for expansion. The proposed construction will raze the existing welding and machine shop,and will cover that area along with the vacant land,with a new 112,000 square foot facility that will match the other two buildings in appearance,and will contain manufacturing and office space. This new building will house covers and doors manufacturing,welding(supporting covers and doors)and a new,automated camouflage paint line. The existing building will be converted to integrate fluid storage and distribution systems,and will house an expanded Engineering team. GTA Containers has been part of the South Bend community since 1988,and prides itself on providing stable employment to the West Side, Linden Avenue area despite operating in the military contracting environment, know for rapid fluctuations in demand. Given the current geo-political environment and the company's move into becoming a systems integrator,we believe that growth will fuel more stability and additional hiring. Given our location and the nature of our operations,we have a predominantly Spanish-speaking,and largely female workforce. This profile also covers supervision and plant management. Given the large number of extended family members within our team at GTA Containers,we take culture seriously,and work hard to provide competitive wages and benefits to our team members. GTA Containers is committed to supporting South Bend and providing high-quality jobs to our residents. We ask that you support our petition for abatement because it will allow us to expand, provide more jobs,and continue to revitalize our West Side, Linden Avenue neighborhood. We appreciate your consideration of our petition for abatement. Sincerely yours,Filed in Clerk's Office JAN ? " Igor Popov Chief Executive Officer Bianca Tirado City Clerk, South Bend, IN Filed in Clerk's Office JAN 2 2 2..:.. BILL NO. 25-07 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 445 N. Sheridan Street, South Bend, Indiana 46619 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF AN EIGHT-YEAR (8) REAL PROPERTY TAX ABATEMENT FOR GLC SHERIDAN, 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: 71-08-04-376-017.000-026 Local Parcel Number: 018-2193-725701 Commonly Known As: 445 N. Sheridan Street Legal Description: 371.57 Ft On Linden Ave Beg 207 Ft W& 40 Ft N Se Cor Sw Sec 4 37 2e 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 Number and legal description 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 - 90% Year 3 - 80% Year 4 - 70% Year 5 - 60% Year 6 - 50% Year 7 -40% Year 8 - 30% 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 TAX ABATEMENT REPORT Filed AN in ClerkZ2 ' s Office TO: South Bend Common Council FROM: Mark Bemenderfer, Manager Business Development Bianca Tirado City Clerk, South Bend, IN SUBJECT: Industrial Development Real Property Tax Abatement Petition for GLC Sheridan, LLC and Personal Property Tax Abatement for GTA Containers, LLC DATE: January 22, 2025 On January 22, 2025, a petition for tax abatement from GLC Sheridan, LLC, and GTA Containers, LLC, was filed with the Office of the City Clerk. The petition seeks consideration for an industrial development real property tax abatement and a personal property tax abatement for property located at 445 N. Sheridan Street, South Bend IN 46619. 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, GLC Sheridan, LLC, will be developing an industrial building to be leased to co-petitioner GTA Containers, LLC. GTA Containers will need to outfit this space with new industrial equipment. The project will consist of a new 112,500 square foot facility with an approximate new construction cost of$8,800,000. New manufacturing equipment to support GTA Containers' expanded operations will be purchased at an approximate cost of$2,300,000. The total project cost, including land acquisition, comes to $11,992,250. These investments will help GTA Containers adjust to market shifts and be more competitive. GTA Containers will also receive the full benefits of the real property tax abatement in addition to the personal property abatement. Employment Impact Per this petition and supporting material, it is estimated that the company will: Retain 143 current jobs with an estimated salary of$9,271,204. Upon completion of the new building and new equipment being placed into service, create at least seven (7) new full-time jobs with an estimated total annual payroll of 480,916. By the end of 2027, create at least fifteen (15) full-time jobs with an estimated annual payroll of$1,040,312. Tax Estimates GLC Sheridan, LLC, qualifies for an eight-year(8) industrial development real property tax abatement. Current estimated annual real property taxes: $11,956 Estimated combined annual taxes after the project's completion: $192,255 Total estimated combined taxes during the eight-year (8) abatement period: $1,538,042 o Estimated taxes being abated during the abatement period: $704,350 o Estimated total taxes to be paid during the abatement period: $833,692 GTA Containers, LLC, qualifies for a five-year (5) personal property tax abatement. Total estimated combined taxes during the eight-year (8) abatement period: $184,462 o Estimated taxes being abated during the abatement period: $131,075 o Estimated total taxes to be paid during the abatement period: $53,387 Abatement Qualification 1. A review of the tax abatements previously granted finds that the petitioner and/or related companies have been granted the following abatements: Resolution No. 4483-15 (7/27/15): Eight-year(8) real property tax abatement for property located at 5448 Dylan Drive granted to GLC Portage Prairie LLC Resolution No. 5033-23 (6/26/23): Nine-year(9) industrial development real property tax abatement for property located at 5448 Dylan Drive granted to GLC Portage Prairie LLC 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. 2 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that petitioner GLC Sheridan, LLC, meets the qualifications for an eight-year (8) industrial development real property tax abatement under Division 7 (Industrial Development Real Property Tax Abatement), Section 2-82 (Industrial development city-wide general standards). Petitioner GTA Containers, LLC, meets the qualifications for a five-year (5) personal property tax abatement under Division 10 (Personal Property Tax Abatement), Section 2-84.2 (Tangible Personal Property Tax Abatement). 3 8-Year Abatement January 16,2025 GLC Sheridan, LLC South Bend Portage Township Commerical Development Real Property Tax Abatement Schedule Type of Property: Industrial Estimated Project Cost: $ 8,880,000 Rehabilitation Property Address: 445 N.Sheridan St Tax Key Number: 71-08-04-376-017.000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year Year 6 Year 7 Year Assessed Value(AV) Land 47,200 $ 47,200 $ 47,200 $ 47,200 $ 47,200 $ 47,200 $ 47,200 $ 47,200 $ 47,200 $ 47,200 Structure(AV=60%Project Cost) 306,100 5,634,100 5,634,100 5,634,100 5,634,100 5,634,100 5,634,100 5,634,100 5,634,100 5,634,100 Gross Assessed Value 353,300 5,681,300 5,681,300 5,681,300 5,681,300 5,681,300 5,681,300 5,681,300 5,681,300 5,681,300 Abatement 100% 90% 80% 70% 60% 50% 40% 30% Abatement Deduction 5,328,000) (4,795,200) (4,262,400) (3,729,600) (3,196,800) (2,664,000) (2,131,200) (1,598,400) Net Assessed Value 353,300 5,681,300 353,300 886,100 1,418,900 1,951,700 2,484,500 3,017,300 3,550,100 4,082,900 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) 18,919 304,222 18,919 47,449 75,979 104,510 133,040 161,570 190,101 218,631 Local Tax Credit(12.3682%of GT-DS) 2,172) (34,929) (2,172) (5,448) (8,723) (11,999) (15,275) (18,550) (21,826) (25,102) Circuit Breaker Credit 4,791) (77,039) 7,412) Taxes Due 11,956 $ 192,255 $ 16,746 $ 42,001 $ 67,256 $ 92,511 $ 117,765 $ 143,020 $ 168,275 $ 186,117 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% Circuit Breaker Cap 10,599 170,439 170,439 170,439 170,439 170,439 170,439 170,439 170,439 170,439 Debt Service(0.3840%of Net AV) 1,357 21,816 1,357 3,403 5,449 7,495 9,540 11,586 13,632 15,678 Max Tax Under the Cap 11,956 192,255 171,796 173,842 175,888 177,934 179,979 182,025 184,071 186,117 Combined Year Abatement Current Taxes New Net Taxes Current& Taxes Abated Due Projected Tax Paid New Taxes 1 100% $ 11,956 $ 180,300 $ 192,255 $ (175,509) $ 16,746 2 90% 11,956 180,300 192,255 (150,254) 42,001 3 80% 11,956 180,300 192,255 (124,999) 67,256 4 70% 11,956 180,300 192,255 (99,745) 92,511 5 60% 11,956 180,300 192,255 (74,490) 117,765 6 50% 11,956 180,300 192,255 (49,235) 143,020 7 40% 11,956 180,300 192,255 (23,980) 168,275 8 30% 11.956 180,300 192.255 6,138) 186.117 Total: 95,645 1,442,396 1,538,042 (704,350) 833,692 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. r City of South Bend 5-Year Abatement January 16,2025 GTA Containers, LLC South Bend Portage Township Personal Property Tax Abatement Schedule* Estimated Equipment Cost: $ 2,300,000 Asset Pool: Pool#3(9-12 years) Property Address: 445 N.Sheridan St Tax Key Number: TBD Year 1 Year 2 Year 3 Year 4 Year 5 Assessed Value(AV) True Tax Value(TTV) 40% 60% 55% 45% 37% New Base(Equipment Cost x TTV)920,000 1,380,000 1,265,000 1,035,000 851,000 Abatement 100% 90% 80% 70% 60% Abatement Deduction 920,000) (1,242,000) (1,012,000) (724,500) (510,600) Net Assessed Value 138,000 253,000 310,500 340,400 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV)7,390 13,548 16,627 18,228 Debt Service(0.3840%of Net AV) 530 972 1,192 1,307 Local Tax Credit(12.3682%of GT-DS) 848)1,555)1,909)2,093) Circuit Breaker Credit Taxes Due 7,071 $ 12,964 $ 15,910 $ 17,442 Circuit Breaker Cap 3% 3% 3% 3% 3% 27,600 41,400 37,950 31,050 25,530 Year Abatement New ProjTax aid Taxes Abated Net Taxes 1 100% $ 31,133 $ (31,133) $ 2 90% 46,699 39,628) 7,071 3 80% 42,808 29,844)12,964 4 70% 35,024 19,114)15,910 5 60% 28,798 11,356)17,442 Years 1-5 Total: 184,462 (131,075)53,387 Years 6-10 Total 80,167 80,167 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. 4:1 Department of Community Investment City of South Bend City of South Bend Instructions:Complete pages 1-3 5:93.-MEj, AND the proper Form SB-1 for 4x Petition for Incentives the type of abatement(real rracr. 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 Secretary of State GLC Sheridan, LLC & GTA Containers, LLC Business structure Indiana limited liability companies Company website www.greatlakescapital.com&www.gtacontainers.com Proposed Project Information Proposed project address 445 N. Sheridan Street Parent company name City,State,Zip South Bend, IN 46619 Legal owner GLC Sheridan, LLC Site acreage or acreage required 9.91 Is the real estate owned Ownedorleased? Square feet of facility 112,500 If leased,b v whom?Lease to GTA Containers,LLC Primary Contact Information Primary company contact name Isaac Hall Title Development Associate Address of company contact 7410 Aspect Drive,Suite 100 Phone 574-213-1709 City,State,Zip Granger, IN 46530 Email ihall@greatlakescapital.com Senior Official Information Company senior official name Jeff Smoke Title Managing Director Address of company contact Phone if different from above) 7410 Aspect Drive, Suite 100 574-251-4400 City,State,Zip Granger, IN 46530 Email g jsmoke@greatlakescapital.com Consultant Information/Agent Hired business consultant/agent name 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 GLC Sheridan, LLC proposes to develop an industrial building property is necessary for containingapproximately 112,500 square feet to (a) replace an obsoleteeconomicgrowthppYt' building at 445 N. Sheridan, and (b) be leased to GTA Containers to expand its two building campus on Linden Avenue. Any benefits of abatement inure to GTA Containers and support its efforts to invest in new manufacturing capabilities and grow and retain its employment on site. This project will facilitate continued growth for GTA's Doors and Covers business with the addition of new paint lines. Certified Technology Park appropriate N/A Is the project In a Tax Incremental Financing TIE)area?If so,which? N/A Have Building Permits been issued?(Y/N) Number of residential units created by Note-Not eligible for abatement if Yes[ No project N/A If this is a petition for personal property tax abatement,has the equipment been installed?N/A 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 protect? purchased from out of state for the project? 0 0 0 2,375,000 New Project Investments Calendar Year 2023 2024 2025 2026 2027 2028 2029 2030 land Acquisition 737,250.00 Building Lease Payments Building Purchase Costs New Building Construction S 3,830,000.00 Existing Building Improvements New Machinery&Equipment S 2.300.000.00 Special Tooling/Retooling New Furniture/Fixtures 75,000.00 New Computer/IT Hardware New Software On-site Rail Infrastructure On-site Fiber Infrastructure TOTAL 0.00 $0.00 S•1,992,25000 $0.00 $0.00 $0.00 0.00 $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year lobs retained Hourly Cumulative q of net NEW full time Hourly average wage,w/o Total training Total k to be wage averse permanent jobs created at project benefits or bonuses,of expenditure- trained-not w o benefits or cumulative net new Jobs not cumulative bonuses cumulative 2024 143 31.17 2025 7 33.03 12,000 5 2026 5 33.00 4,000 2 2027 3 34.00 2028 2029 2030 2031 2032 2033 2034 2035 Provide hourly wage information for new employees in the following positions. Full time Part time laborers 18.00 Technical 50.00 Managerial 75.00 Administrative Who will be the individual responsible for coordinating with WorkOoe on recruiting? Does your company have an EEO hiring policy? Are you an EFO employer? Please list the number of full time and part time minority and/or female Please describe your commitment to employees for the following years: diversity and inclusion by detailing your 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 3 6 13 From the time our Founder built Hispanic 101 2 101 2 128 2 GTA on the West Side of South Asian Bend we have been dedicated to creating Full Time opportunities Indian for individuals in the neighboring community to have access toFemale707487good,stable,quality jobs. We Other continue that commitment. Complete the table below for Real Property Tax Abatement only. Sign at the bottom for all requested incentives(real AND personal property). *** Public Benefit Item: Information is required on both the construction companies and the companies which will provide materials purchased for this project. complete the table below with the appropriateQualifyPleaseinformation. If ( yes or No) Earned Points Available Points 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 20 20 C. Require Employees vs.Independent Contractors Y 19 19 D. Require Prevailing Wage 22 E. Require Health Benefits Y 22 22 F. Require Retirement Benefits Y 18 18 G. Maintain Affirmative Action Plan Y 20 20 Sub-total Construction Related: 119 141 2 Wage&Benefit Related(Owner): A. Pay Target Wage Levels Y 33 33 B. Provide Health Benefits Y 34 34 C. Provide Retirement Benefits Y 29 29 D. Provide Training Y 28 28 E. Provide Child Care 15 F. Provide Transportation Assistance in G. Provide Employer Assisted Housing program 9 Sub-total Wage&Benefit Related: 124 162 3 Workforce Related: A. Create New Jobs Y 42 42 B. Retain Existing Jcbs Y 41 41 C. Maintain Affirmative Action Plan Y 35 35 D. Provide Targeted Hiring Preference 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.) 84 Name of Facility I Sub-total Municipal Facility: a 84 Sub-total from Above: 361 539 The undersigned owner(s)of real property,located within the City of South Bend,herby petition the Common Council of the City of South Bend for a real and/or personal property tax abatement consideration and pursuant to I.C.,6-1.1-12.1-1,et seq.,and South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above. Submitted By: Gi Date: f/--rJ:-.s I11tFaLz b For Staff Use Only Below This Line What is the current assessed value? Real Property: 306,100 Personal Property: What is the projected assessed value? Real Property: 5,634,100 Personal Property: What Is the tax key number(s)for this project? 71-08-04-376-017.000-026&TBD 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 10,588.54 37,987.08 Tax Year 2022/Pay 2023 10,702.26 37,446.21 Tax Year 2021/Pay 2022 14,866.31 60,636.10 Tax Year 2020/Pay 2021 4,883.67 28,597.82 Tax Year 2019/Pay 2020 8,706.00 23,979.30 Please fill out the following Public Benefit Summary Information and add to total from above. Y or Ni Points Points Public Benefit Item: Project Related: 5 A. Redevelop a Site that has Special Needs N 0 49 B. Develop Based on Local University Research N 0 35 C. Achieve a Physical Element of a Plan N 0 36 Sub-total Project Related: 120 6 Super Size Projects)point values are cumulative): A. 100%to 199%Y 25 25 B. 200%to 299%Y 68 68 C. 300%to 399%Y 65 65 D. 400%and Over Y 52 52 Sub-total Super Size Projects: 210 7 Pay for Municipal Infrastructure: A. Pay for Oversizing or Upgrading N 0 14 B. Pay for 26-50%of Extension Cost N 0 26 C. Pay for 51-75%of Extension Cost N 0 39 D. Pay for 76-100%of Extension Cost N 0 52 Sub-total Infrastructure Related: 131 Total from Applicant Section: 361 539 Total from Staff Section: 210 461 Total Public Benefit Points: 571 1000 s'' STATEMENT OF BENEFITS a -;- 2024 PAY 2025 Gi; REAL ESTATE IMPROVEMENTS State Form 51767(R7 i 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 Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of the property and specific salaries paid to individual employees by theResidentiallydistressedarea(IC 6-1.1-12.1-.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 taxpayerSheridan, LLC and/or GTA Containers, LLC Address of taxpayer Number andSuece 7410 Aspect Drive, Suite 100, Granger, IN 46530 city Granger State, IN zu': 46530 Name of contact person Telephone number E-mail address Pirat Name: Isaac Ina N:unc. Hal) 574)213-1709 ihall@greatlakescapital.com SECTION 2 LOCATION AND DESCRIP ION 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 County DLGF taxing district number 445 N Sheridan St South Bend IN 46619 St. Joseph 026(South Bend-Portage) Description of real property improvements,redevelopment,or rehabilitation(rise additional sheets if necessary) Estimated start date(month,day,year) GLC Sheridan,LLC proposes to develop an industrial building containing approximately 112,500 square feet to(a)replace an obsolete 3/3/2025buildingat445N.Sheridan,and(b)be leased to GTA Containers to expand its two building campus on Linden Avenue. Any benefits of abatement inure to GTA Containers and support Its efforts to invest in new manufacturing capabilities and grow and retain its employment on Estimated completion date(month,day,year) site.This project will facilitate continued growth for GTA's Doors and Covers business with the addition of new paint lines. 1/1/2027 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained Salaries Number Additional Salaries 143 9,271,204 143 5 9,271,204 15 1,040,312 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 306,100 306,100 Plus estimated values of proposed project 8,880,000 5,634,100 Less values of any property being replaced 0 s o Net estimated values upon completion of project 9.186,100 5,940,200 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) Estimated hazardous waste converted(pounds) Other benefits SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signatu-of'/thoriz eprese tative Date signed(month,day,year) II 1-1,Lot s Prince• am of authorized re resentative Title JEFF SM.ILC AA- , 4t&-.. 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 3 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 D Yes No 2.Residentially distressed areas Yes ONo 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 Year 3 Year 4 Year 5 ('see below) Year 6 El Year 7 Q 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? Q 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 2 471-Lkti> STATEMENT OF BENEFITS PERSONAL PROPERTY FORM SB-1 /PP r7 State Form 51764(R5/1-21) PRIVACY NOTICE Prescribed by the Department of Local Government Finance 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 GTA Containers, LLC First Name: Last Name. Address of taxpayer Number and Street City State ZIP Telephone number Email 445 N. Sheridan Street South Bend IN 46619 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 445 N Sheridan Street South Bend IN 46619 St. Joseph 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.) GTA will purchase be purchasing racking equipment for raw material storage and Manufacturing Equipment 4/15/2025 3/18/2026 large cranes for moving fabric roll stock. Additional welding stations will be R 8 D Equipment purchased and installed to handle additional volume. New data switches and wireless access equipment will need to be installed. A fabric paint line will also be Logist Dist Equipment 4/15/2025 3/18/2026 installed to in source the painting of camouflage patterns on fabric for covers production. IT Equipment 4/30/2025 3/18/2026 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained Salaries Number Additional Salaries 143 9,271,204 143 9,271,204 15 1,040,312 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 0 Plus estimated values of proposed project 2,300,000 Less values of any property being replaced 0 Net estimated values upon completion of project $2,300,000 $0 0 0 0 0 0 0 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) Estimated hazardous waste converted(pounds) Other benefits: SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative Date signed(month,day,year) Printed name of authorized representative Title Page 1 of 2 FOR USE OF THE DESIGNATING BODY We have reviewed our prior actions relating to the designation of this economic revitalization area and find that the applicant meets the general standards adopted in the resolution previously approved by this body. Said resolution, passed under IC 6-1.1-12.1-2.5, provides for the following limitations as authorized under IC 6-1.1-12.1-2. A. The designated area has been limited to a period of time not to exceed 3 calendar years"(see below). The date this designation expires is 12/31/2027 NOTE:This question addresses whether the resolution contains an expiration date for the designated area. B. The type of deduction that is allowed in the designated area is limited to: 1 . Installation of new manufacturing equipment; Yes N o Enhanced Abatement per IC 6-1.1-12.1-18 2. Installation of new research and development equipment; Yes 0 N o Check box if an enhanced abatement was 3. Installation of new logistical distribution equipment. ElYes El No approved for one or more of these types. 4. Installation of new information technology equipment; Yes ID N o C.The amount of deduction applicable to new manufacturing equipment is limited to$ fl/a cost with an assessed value of n/a One or both lines may be filled out to establish a limit,if desired.) D.The amount of deduction applicable to new research and development equipment is limited to$ 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 may be 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 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 Year 4 El Year 5 Enhanced Abatement per IC 6-1.1-12.1-18 Number of years El Year 6 Year 7 0 Year 8 El Year 9 oved: Year 10approved: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 Aerial and Street Views r morlia x H1. wm... y T IIV . /aki. 1 r " r- 7, 1.irii i1I s 2ry11 R A KuWti Avq. xar UI aintimAi/ f I s r I Map 7. t 111111111111 E i ir fir'• Rai u 4.•_--;::r--7-„- y" I 4 s " r is i. lf •" I_7.1. ,. s u 1 4.4 . a !o r cr it View from Linden Avenue January 22, 2024 CITY OF SOUTH BEND COMMUNITY INVESTMENT 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 I 'l " Bianca Tirado City Clerk, South Bend, IN RE: Declaratory Resolutions (2): Industrial Property Tax Abatement for GLC Sheridan, LLC and Personal Property Abatement for GT A Containers, LLC Dear Council Member Warner, Please find the enclosed Declaratory Resolution and supporting information pertaining to a tax abatement petition jointly submitted by GLC Sheridan, LLC, an Indiana Limited Liability Company and GTA Containers, LLC, also an Indiana Limited Liability Company. This petition package includes: •Department of Community Investment's summary report •Petition for abatement •Statement of Benefits forms (SB-1 / Real Property) •Statement of Benefits forms (SB-1 / Personal Property) •Supporting information The report contains the Department's findings relative to the above-mentioned petition. GLC Sheridan, LLC, intends to expand the facility located at 445 N. Sheridan Street, which will be leased to GTA Containers, LLC, through a triple net lease. GTA Containers has been a local employer and manufacturer since 1988, and due to market shifts, need to expand into this new space. GLC Sheridan, LLC, is requesting a real property tax abatement in support of the project. GTA Containers will also need to purchase new manufacturing equipment to support this growth and is requesting a personal property tax abatement. The total investment for this project is $11,992,250 and will generate an additional 15 FTEs with a combined annual salary of $1,040,000. The project meets the qualifications for an eight-year (8) mixed-use development real property tax abatement, and a five-year (5) personal property tax abatement. A representative from GLC Sheridan, LLC, and GTA Containers, LLC will be available on Monday, January 27, 2025. If you or other Council members have questions about the report or need additional information, please feel free to call me at (57 4) 235-5836. Mark Semen erfer Manager Business Development EXCELL ENCE ACCOUNTABILITY I INNOVATION I INCLUSION EMPOWERMENT 14005 County-City Building 227 W. Jefferson Blvd. South Bend. Indiana 46601 p 574.235.9371 www.southbendin.gov 25-08 GTA CONTAINERS INC.•4201 LINDEN AVE•SOUTH BEND,IN. 46619 PHONE: 574-288-3459•WEBSITE:www.gtacontainers.com CAGE 1YFX5•DUNS: 110499535•ISO 9001:2008 Certified January 7,2025 GTA Containers,a HubZone certified local military contractor and employer since 1988,is seeking an abatement in connection with the expansion of its current facilities within South Bend. This project would result in the expenditure of$8.8 million for construction,and would allow the business to remain in the area, resulting in both job maintenance and for additional jobs through expansion. Currently,GTA Containers operates from its location at 4201 Linden Avenue in South Bend. At this site,there are two large,updated structures as well as an old outbuilding,currently used as a welding and machine shop and vacant land. In Plant 1,a 65,000 square foot facility,GTA currently manufactures covers and doors for military vehicles. Plant 2,a 95,000 square foot facility,was purpose built to manufacture collapsable fabric fuel and water tanks, ranging in size from 500 to 210,000 gallons. The welding and machine shop covers an additional 35,000 square feet. The market has shifted,and GTA Containers finds itself being asked to design and deliver not only fluid storage, but storage and distribution systems. Integrating systems requires additional floor space,which is prompting the need for expansion. The proposed construction will raze the existing welding and machine shop,and will cover that area along with the vacant land,with a new 112,000 square foot facility that will match the other two buildings in appearance,and will contain manufacturing and office space. This new building will house covers and doors manufacturing,welding(supporting covers and doors)and a new,automated camouflage paint line. The existing building will be converted to integrate fluid storage and distribution systems,and will house an expanded Engineering team. GTA Containers has been part of the South Bend community since 1988,and prides itself on providing stable employment to the West Side, Linden Avenue area despite operating in the military contracting environment, know for rapid fluctuations in demand. Given the current geo-political environment and the company's move into becoming a systems integrator,we believe that growth will fuel more stability and additional hiring. Given our location and the nature of our operations,we have a predominantly Spanish-speaking,and largely female workforce. This profile also covers supervision and plant management. Given the large number of extended family members within our team at GTA Containers,we take culture seriously,and work hard to provide competitive wages and benefits to our team members. GTA Containers is committed to supporting South Bend and providing high-quality jobs to our residents. We ask that you support our petition for abatement because it will allow us to expand,provide more jobs,and continue to revitalize our West Side, Linden Avenue neighborhood. We appreciate your consideration of our petition for abatement. Sincerely yours, Filed in Clerk's Office Igor Popov Bianca Tirado Chief Executive Officer City Clerk, South Bend, IN Filed in Clerk's Office BILL NO. 25-08 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 445 N. Sheridan Street, South Bend, Indiana 46619 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE-YEAR (5) PERSONAL PROPERTY TAX ABATEMENT FOR GTA Containers, LLC WHEREAS, a petition for personal property tax abatement consideration has been filed with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana, requesting that the area commonly known as 445 N. Sheridan St, South Bend, Indiana 46619, and which is more particularly described as: Business Personal Property and which has Key Numbers to be assigned, be designated as an Economic Revitalization Area under the provisions of Indiana Code 6-1.1-12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS,the Department of Community Investment has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that the area qualifies as an Economic Revitalization Area under Indiana Code 6-1.1-12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq. and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law; and WHEREAS,the Community Investment Committee of the Common Council has reviewed said report and recommended to the Common Council that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby determines and finds pursuant to Indiana Code 6-1.1- 12.1-4.5 et seq. that: A. The estimate of the cost of the new industrial and manufacturing equipment is reasonable for equipment of that type; B. The estimate of the number of individuals who will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed installation of new industrial and manufacturing equipment; C. The estimate of the annual salaries of those individuals who will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed installation of new industrial and manufacturing equipment; D. Any other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed new industrial and manufacturing equipment; and E. The totality of benefits is sufficient to justify the deduction requested. SECTION II. The Common Council hereby determines and finds that the proposed new industrial and manufacturing equipment can be reasonably expected to yield the benefits identified in the Statement of Benefits as set forth in Sections 1 through 3 of the Petition for Personal Property Tax Abatement Consideration and that Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, are sufficient to justify the deduction granted under Indiana Code 6-1.1-12.1-4.5. SECTION III. The Common Council hereby accepts the report and recommendation of the Department of Community Investment and the Community Investment Committee's favorable recommendation that the area herein described be designated as an Economic Revitalization Area for purposes of personal property tax abatement and hereby makes such a designation. SECTION IV. The Common Council determines that such designation is for personal property tax abatement only and shall expire on December 31, 2027. SECTION V. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of five (5) years as shown below pursuant to Indiana Code 6-1.1-12.1-17. Year 1 - 100% Year 2 - 90% Year 3 - 80% Year 4 - 70% Year s - 60% SECTION VI. The Common Council directs the City Clerk to cause notice of the adoption of this Declaratory Resolution for Personal Property Tax Abatement to be published pursuant to Indiana Code 5-3-1, said publication providing notice of the public hearing before the Common Council on the proposed confirming of said declaration. SECTION VII. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approval by the Mayor. 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 TAX ABATEMENT REPORT Filed in Clerk's Office TO: South Bend Common Council Bianca Tirado FROM: Mark Bemenderfer, Manager Business Development City Clerk,South Bend, IN SUBJECT: Industrial Development Real Property Tax Abatement Petition for GLC Sheridan, LLC and Personal Property Tax Abatement for GTA Containers, LLC DATE: January 22, 2025 On January 22, 2025, a petition for tax abatement from GLC Sheridan, LLC, and GTA Containers, LLC, was filed with the Office of the City Clerk. The petition seeks consideration for an industrial development real property tax abatement and a personal property tax abatement for property located at 445 N. Sheridan Street, South Bend IN 46619. 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, GLC Sheridan, LLC, will be developing an industrial building to be leased to co-petitioner GTA Containers, LLC. GTA Containers will need to outfit this space with new industrial equipment. The project will consist of a new 112,500 square foot facility with an approximate new construction cost of$8,800,000. New manufacturing equipment to support GTA Containers' expanded operations will be purchased at an approximate cost of$2,300,000. The total project cost, including land acquisition, comes to $11,992,250. These investments will help GTA Containers adjust to market shifts and be more competitive. GTA Containers will also receive the full benefits of the real property tax abatement in addition to the personal property abatement. Employment Impact Per this petition and supporting material, it is estimated that the company will: Retain 143 current jobs with an estimated salary of $9,271,204. Upon completion of the new building and new equipment being placed into service, create at least seven (7) new full-time jobs with an estimated total annual payroll of 480,916. By the end of 2027, create at least fifteen (15)full-time jobs with an estimated annual payroll of$1,040,312. Tax Estimates GLC Sheridan, LLC, qualifies for an eight-year(8) industrial development real property tax abatement. Current estimated annual real property taxes: $11,956 Estimated combined annual taxes after the project's completion: $192,255 Total estimated combined taxes during the eight-year(8) abatement period: $1,538,042 o Estimated taxes being abated during the abatement period: $704,350 o Estimated total taxes to be paid during the abatement period: $833,692 GTA Containers, LLC, qualifies for a five-year (5) personal property tax abatement. Total estimated combined taxes during the eight-year (8) abatement period: $184,462 o Estimated taxes being abated during the abatement period: $131,075 o Estimated total taxes to be paid during the abatement period: $53,387 Abatement Qualification 1. A review of the tax abatements previously granted finds that the petitioner and/or related companies have been granted the following abatements: Resolution No. 4483-15 (7/27/15): Eight-year(8) real property tax abatement for property located at 5448 Dylan Drive granted to GLC Portage Prairie LLC Resolution No. 5033-23 (6/26/23): Nine-year(9) industrial development real property tax abatement for property located at 5448 Dylan Drive granted to GLC Portage Prairie LLC 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. 2 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that petitioner GLC Sheridan, LLC, meets the qualifications for an eight-year(8) industrial development real property tax abatement under Division 7 (Industrial Development Real Property Tax Abatement), Section 2-82 (Industrial development city-wide general standards). Petitioner GTA Containers, LLC, meets the qualifications for a five-year(5) personal property tax abatement under Division 10 (Personal Property Tax Abatement), Section 2-84.2 (Tangible Personal Property Tax Abatement). 3 8-Year Abatement January 16.2025 GLC Sheridan, LLC South Bend Portage Township Commence!Development Real Property Tax Abatement Schedule' Type of Property: Industrial Estimated Project Cost: $ 8,880,000 Rehabilitation Property Address: 445 N.Sheridan St Tax Key Number: 71-08-04-376-017.000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Assessed Value(AV) Land 47,200 $ 47,200 $ 47,200 $ 47,200 $ 47,200 $ 47,200 $ 47,200 $ 47,200 $ 47.200 $ 47,200 Structure(AV=60%Project Cost) 306,100 5,634,100 5,634,100 5,634,100 5,634,100 5,634,100 5,634,100 5,634,100 5,634,100 5,634,100 Gross Assessed Value 353,300 5,681,300 5,681,300 5,681,300 5,681,300 5,681,300 5,681,300 5,681,300 5,681,300 5,681,300 Abatement 100% 90% 80% 70% 60% 50% 40% 30% Abatement Deduction 5,328,000) (4,795,200) (4,262,400) (3,729,600) (3,196,800) (2,664,000) (2,131,200) (1,598,400) Net Assessed Value 353,300 5,681,300 353,300 886,100 1,418,900 1,951,700 2,484,500 3,017,300 3,550,100 4,082,900 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV) 18,919 304,222 18,919 47,449 75,979 104,510 133,040 161,570 190,101 218,631 Local Tax Credit(12.3682%of GT-DS) 2,172) (34,929) (2,172) (5,448) (8,723) (11,999) (15,275) (18,550) (21,826) (25,102) Circuit Breaker Credit 4,791) (77,039) 7,412) Taxes Due 11,956 $ 192,255 $ 16,746 $ 42,001 $ 67,256 $ 92,511 $ 117,765 $ 143,020 $ 168,275 $ 186,117 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% Circuit Breaker Cap 10,599 170,439 170,439 170,439 170,439 170,439 170,439 170,439 170,439 170,439 Debt Service(0.3840%of Net AV) 1,357 21,816 1,357 3,403 5,449 7,495 9,540 11,586 13,632 15,678 Max Tax Under the Cap 11,956 192,255 171,796 173,842 175,888 177,934 179,979 182,025 184,071 186,117 Combined Year Abatement Current Taxes New Current& Taxes Abated Net Taxes Due Projected Tax Paid New Taxes 1 100% $ 11,956 $ 180,300 $ 192,255 $ (175,509) $ 16,746 2 90% 11,956 180,300 192,255 (150,254) 42,001 3 80% 11,956 180,300 192,255 _ (124,999) 67,256 4 70% 11,956 180,300 192,255 (99,745) 92,511 5 60% 11,956 180,300 192,255 (74,490) 117,765 6 50% 11.956 180,300 192,255 (49,235) 143,020 7 40% 11,956 180,300 192,255 (23,980) 168,275 8 30% 11,956 180,300 192,255 6.138) 186,117 Total: 95,645 1,442,396 1,538,042 (704,350) 833,692 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 5-Year Abatement January 16,2025 GTA Containers, LLC South Bend Portage Township Personal Property Tax Abatement Schedule* Estimated Equipment Cost: $ 2,300,000 Asset Pool: Pool#3(9-12 years) Property Address: 445 N.Sheridan St Tax Key Number: TBD Year 1 Year 2 Year 3 Year 4 Year 5 Assessed Value(AV) True Tax Value(TTV) 40% 60% 55% 45% 37% New Base(Equipment Cost x TTV)920,000 1,380,000 1,265,000 1,035,000 851,000 Abatement 100% 90% 80% 70% 60% Abatement Deduction 920,000) (1,242,000) (1,012,000) (724,500) (510,600) Net Assessed Value 138,000 253,000 310,500 340,400 Property Taxes Assume constant tax rate of 5.3548% Gross Tax(Tax Rate x Net AV)7,390 13,548 16,627 18,228 Debt Service(0.3840%of Net AV) 530 972 1,192 1,307 Local Tax Credit(12.3682%of GT-DS) 848)1,555)1,909)2,093) Circuit Breaker Credit Taxes Due 7,071 $ 12.964 $ 15,910 $ 17.442 Circuit Breaker Cap 3% 3% 3% 3% 3% 27,600 41,400 37,950 31,050 25,530 Year Abatement New ProjTaxected Taxes Abated NePa es aid 1 i 00% $ 31.133 $ (31,133) $ 2 90% 46,699 39,628) 7,071 3 80% 42.808 29,844)12,964 4 70% 35.024 19,114)15,910 5 60% 28.798 11.356)17.442 Years 1-5 Total: 184,462 (131,075)53,387 Years 6-10 Total 80.167 80167 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 City of South Bend City of South Bend Instructions:Complete pages 1-3 5:01-216ei AND the proper Form SB-1 for 7).1h:S) Petition for Incentives the type of abatement(real property or personal property) Petition must include a$250 filing fee payable to the for which you are applying. City of South Bend"before processing can be complete General Information Project Name Project Number Legal name as registered with Secretary of State GLC Sheridan, LLC & GTA Containers, LLC Business structure Indiana limited liability companies Company websue www.greatlakescapitar.com&www.gtacontainers.com Proposed Project Information Proposed project address 445 N. Sheridan Street Parent company name City,State,Zip South Bend, IN 46619 Legal owner GLC Sheridan, LLC Site acreage or acreage required Is the real estate owned 9.91 or leased? Owned Square feet of facility 112,500 If leased,by whom?Lease to GTA Containers,LLC Primary Contact Information Primary company contact name Isaac Hall Title Development Associate Address of company contact 7410 Aspect Drive,Suite 100 Phone 574-213-1709 City,State,Zip Granger, IN 46530 Email ihall@greatlakescapital.corn Senior Official Information Company senior official name Jeff Smoke Title Managing Director Address of company contact Phone If different from above) 7410 Aspect Drive, Suite 100 574-251-4400 City,State,Zip Granger, IN 46530 Email g jsmoke@greatlakescapital.com Consultant Information/Agent Hired business consultant/agent name 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 GLC Sheridan, LLC proposes to develop an industrial building property Is necessary for containing approximately 112,500 square feet to (a) replace an obsoleteeconomicgrowth building at 445 N. Sheridan, and (b) be leased to GTA Containers to expand its two building campus on Linden Avenue. Any benefits of abatement inure to GTA Containers and support its efforts to invest in new manufacturing capabilities and grow and retain its employment on site. This project will facilitate continued growth for GTA's Doors and Covers business with the addition of new paint lines. Certified Technology Park appropriate N/A Is the project Ina Tax Incremental Financing TIF)area? If so,which? N/A Have Building Permits been Issued?(Y/N) Number of residential units created by Note-Not eligible for abatement if Yes] No project N/A If this is a petition for personal property tax abatement,has the equipment been installed?N/A 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? 0 0 0 2,375,000 New Project Investments Calendar Year 2023 2024 2025 2026 2027 2028 2029 2030 Land Acquisition 737,250.00 Building Lease Payments Building Purchase Costs New Building Construction S 8,880,000.00 Existing Building Improvements New Machinery&Equipment 5 2,300,000.00 Special Tooling/Retooling New Furniture/Fixtures 75,000.00 New Computer/IT Hardware New Software On-site Rail Infrastructure On-site Fiber Infrastructure TOTAL 0.00 $0.00 S 11,992.250 re $0.00 $0.00 $0.00 $0.00 $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year lobs retained Hourly Cumulative B of net NEW full time Hourly average wage,w/o Total training Total p to be averse 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 143 31.17 2025 7 33.03 12,000 5 2026 5 33.00 4,000 2 2027 3 34.00 2028 2029 2030 2031 2032 2033 2034 2035 Provide hourly wage information for new employees in the following positions. Full time Part time Laborers 18.00 Technical 50.00 Managerial 75.00 Administrative Who will be the individual responsible for coordinating with WorkOne on recruiting? Does your company have an EEO hiring policy? Are you an EFO employer? Please list the number of full time and part time minority and/or female Please describe your commitment to employees for the following years: diversity and inclusion by detailing your 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 3 6 13 From the time our Founder built Hispanic 101 2 101 2 128 2 GTA on the West Side of South Bend we have been dedicated toAsian creating Full Time opportunities Indian for individuals in the neighboring Female community to have access to 70 74 87 good,stable,quality jobs. We Other continue that commitment. Complete the table below for Real Property Tax Abatement only. Sign at the bottom for all requested incentives(real AND personal property). *** Public Benefit Item: Information is required on both the construction companies and the companies which will provide materials purchased for this project. complete the table below with the appropriateQualifyPleaseinformation. If ( Yes or No) Earned Points Available Points 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 20 20 C. Require Employees vs.Independent Contractors Y 19 19 D. Require Prevailing Wage 22 E. Require Health Benefits Y 22 22 F. Require Retirement Benefits Y 18 18 G. Maintain Affirmative Action Plan Y 20 20 Sub-total Construction Related: 119 141 2 Wage&Benefit Related(Owner): A. Pay Target Wage Levels Y 33 33 B. Provide Health Benefits Y 34 34 C. Provide Retirement Benefits Y 29 29 D. Provide Training Y 28 28 E. Provide Child Care 15 F. Provide Transportation Assistance 14 G. Provide Employer Assisted Housing program 9 Sub-total Wage&Benefit Related: 124 162 3 Workforce Related: A. Create New Jobs Y 42 42 B. Retain Existing Jobs Y 41 41 C. Maintain Affirmative Action Plan Y 35 3S D. Provide Targeted Hiring Preference 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.) 84 Name of Facility Sub-total Municipal Facility: c 84 Sub-total from Above: 361 539 The undersigned owner(s)of real property,located within the City of South Bend,herby petition the Common Council of the City of South Bend for a real and/or personal property tax abatement consideration and pursuant to I.C.,6-1.1-12.1-1,et seq.,and South Bend Municipal CodeCo Sec.2-76 et seq.,for this petition state the above. Submitted By: Atet Date: For Staff Use Only Below This Line What Is the current assessed value? Real Property: 306,100 Personal Property: What is the projected assessed value? Real Property: 5,634,1 00 Personal Property: What is the tax key number(s)for this project? 71-08-04-376-017.000-026&TBD 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 10,588.54 37,987.08 Tax Year 2022/Pay 2023 10,702.26 37,446.21 Tax Year 2021/Pay 2022 14,866.31 60,636.10 Tax Year2020/Pay 2021 4,883.67 28 597 82 Tax Year 2019 I Pay 2020 8,706.00 23,979.30 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: S A. Redevelop a Site that has Special Needs N 0 49 B. Develop Based on Local University Research N 0 35 C. Achieve a Physical Element of a Plan N 0 36 Sub-total Project Related: 120 6 Super Size Projects(point values are cumulative): A. 100%to 199%Y 25 25 B. 200%to 299%Y 68 68 C. 300%to399%Y 65 65 D. 400%and Over Y 52 52 Sub-total Super Size Projects: 210 7 Pay for Municipal Infrastructure: A. Pay for Oversizing or Upgrading N 0 14 B. Pay for 26-50%of Extension Cost N 0 26 C. Pay for 51-75%of Extension Cost N 0 39 D. Pay for 76-100%of Extension Cost N 0 52 Sub-total Infrastructure Related: 131 Total from Applicant Section: 361 539 Total from Staff Section: 210 461 Total Public Benefit Points: 571 1000 r4 STATEMENT OF BENEFITS 2024 PAY 2025 REAL ESTATE IMPROVEMENTS t' State Form 51767(R7 i 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 Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of the individual and specific salariesties Residentiallydistressed area(IC 6-1.1-12.1-4.1 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 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 orrehabilitation 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. lC 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 GLC Sheridan, LLC and/or GTA Containers, LLC Address of taxpayer Number'and Street:7410 Aspect Drive, Suite 100, Granger, IN 46530 City: Granger stave: iN LIP' 46530 Name of contact person Telephone number E-mail address First Name: Isaac Last Namer Hall 574)213-1709 ihall@greatlakescapital.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 Stare ZIP County DLGF taxing district number 445 N Sheridan St South Bend IN 46619 St. Joseph 026(South Bend-Portage) Descnption of real property improvements,redevelopment,or rehabilitation(use additional sheets if necessary) Estimated start date(month,day,year) GLC Sheridan,LLC proposes to develop an industrial building containing approximately 112,500 square feet to(a)replace an obsolete 3/3/2025 building at 445 N.Sheridan,and(b)be teased to GTA Containers to expand its two building campus on Linden Avenue. Any benefits of abatement inure to GTA Containers and support its efforts to invest in new manufacturing capabilities ano grow and retain its employment on Estimated completion date(month,day,year) site.This project will facilitate continued growth for GTA's Doors and Covers business with the addition of new paint lines. 1/1/2027 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained Salaries Number Additional Salaries 143 9,271,204 143 9,271,204 15 1,040,312 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 306,100 S 306,100 Plus estimated values of proposed project 8,880,000 5,634,100 Less values of any property being replaced 0 0 Net estimated values upon completion of project 9,186,100 5,940,200 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) Estimated hazardous waste converted(pounds) Other benefits SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signatu-of,. thoriz eprese tative Date signed(month,day,year) A"). 1.t 1.D1- Printe• am of authorized re resentative Title J C F F •SM J tc-C a.,F 4.c t-. 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 3 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 D Yes No 2.Residentially distressed areas Yes El 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 Year 3 Year 4 Year 5 ('see below) Year 6 Year 7 D 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? 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 STATEMENT OF BENEFITS PERSONAL PROPERTY FORM SB-1 /PP tw State Form 51764(R5/1-21) PRIVACY NOTICE k , Prescribed by the Department of Local Government Finance 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 GTA Containers, LLC First Name: Last Name. Address of taxpayer Number and Street City State ZIP Telephone number Email 445 N. Sheridan Street South Bend IN 46619 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 445 N Sheridan Street South Bend IN 46619 St. Joseph 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) GTA will purchase be purchasing racking equipment for raw material storage and Manufacturing Equipment 4/15/2025 3/18/2026 large cranes for moving fabric roll stock. Additional welding stations will be R&D Equipment purchased and installed to handle additional volume. New data switches and wireless access equipment will need to be installed. A fabric paint line will also be Logist Dist Equipment 4/15/2025 3/18/2026 installed to in source the painting of camouflage patterns on fabric for covers production. IT Equipment 4/30/2025 3/18/2026 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained Salaries Number Additional Salaries 143 9,271,204 143 9,271,204 15 1,040,312 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 ASSESSEDCOSTVALUECOSTVALUECOST VALUE COST VALUE Current values 0 Plus estimated values of proposed project 2,300,000 Less values of any property being replaced 0 Net estimated values upon completion of project $2,300,000 $0 0 0 0 0 0 0 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) Estimated hazardous waste converted(pounds) Other benefits: SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative Date signed(month,day,year) Printed name of authorized representative I Title Page 1 of 2 FOR USE OF THE DESIGNATING BODY We have reviewed our prior actions relating to the designation of this economic revitalization area and find that the applicant meets the general standards adopted in the resolution previously approved by this body. Said resolution, passed under IC 6-1.1-12.1-2.5, provides for the following limitations as authorized under IC 6-1.1-12.1-2. A. The designated area has been limited to a period of time not to exceed 3 calendar years*(see below). The date this designation expires is 12/31/2027 NOTE.:This question addresses whether the resolution contains an expiration date for the designated area. B. The type of deduction that is allowed in the designated area is limited to: 1 . Installation of new manufacturing equipment; 0 Yes No Enhanced Abatement per IC 6-1.1-12.1-18 2. Installation of new research and development equipment; Yes 0 N o Check box if an enhanced abatement was 3. Installation of new logistical distribution equipment. Yes N o approved for one or more of these types. 4. Installation of new information technology equipment; Yes N o C.The amount of deduction applicable to new manufacturing equipment is limited to$ n/a cost with an assessed value of n/a One or both lines maybe 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 may be 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 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 Year 4 Year 5 Enhanced Abatement per IC 6-1.1-12.1-18 Number of years approved: Year 6 Year 7 Year 8 Year 9 Year 10 Enter one to twenty(1-20)years;may not exceed twenty(20)years.) I. For a Statement of Benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? Yes No If yes,attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. Also we have reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved by:(signature and 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 Aerial and Street Views MI r 1 I 1 111111MIL.11W Lt. ' :,5-,LT. I Ilfrit"--"Nbill. 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X • 4 x 6 ipite311110:::'41)111 6_ ''rtr. ,,' M -.,•,' a .--fP7- s View from Linden Avenue W r- _1' i''''' a January 22, 2025 City of South Bend PLAN COMMISSION Honorable Committee Chair Davis 4th Floor, County-City Building South Bend, IN 46601 RE: 3527 Lincolnway West -PC #0244-25 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 . 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 27,2025, Council meeting, and set it for public hearing at your February 24, 2025, Council meeting. The petition is tentatively scheduled for public hearing at the February 17, 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 from S1 Suburban Neighborhood 1 to UF Urban Flex If you have any questions, please feel free to contact our office. Sincerely, Ii�� Kari Myers Zoning Specialist CC: Bob Palmer Tim Corcoran Planning Director Tim Corcoran Interim Zoning Administrator Scott Ford Commission President 05-25 Filed in Clerk's Office BILL NO. 05-25 Bianca Tirado City Clerk, South Bend, IN ORDINANCE NO. AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED AT 3527 LINCOLNWAY WEST COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA STATEMENT OF PURPOSE AND INTENT Rezone from SI Suburban Neighborhood 1 to UF Urban Flex 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: Beginning at a point Ninety-one feet six inches (91.6) West of the Northeast corner of the West Half of the Northeast Quarter(NE '/)of Section Four(4)Township Thirty-seven(37)North, Range Two (2) East; thence running South parallel with the East line of the West Half(W '/2) of the Northeast Quarter(NE '/) of said Section Four(4) to the Northerly line of Lincolnway West, formerly Michigan Road, thence Northwesterly along the Northerly line of said Road Two Hundred Thirty-nine feet (239); thence North to the North line of said Section; thence East along the North line of said Section, Two Hundred Twenty-four (224) feet to the place of beginning; Excepting Therefrom a parcel of land described at a point Ninety-one and five tenths (91.5) feet West of the Northeast corner of the Northwest Quarter (NW '/) of the Northeast Quarter (NE '/) of said Section Four(4),Township and Range aforesaid;thence running due South to the Northerly line of Lincolnway West, formerly Michigan Road;thence Northwesterly along the Northerly line of said road, One Hundred Eight and Twenty-six hundredths (108.26) feet; thence in a due Northerly direction to the North line of said Section; thence East along the Northline of said Section, 100 feet to the place of beginning, all in St. Joseph County, Indiana. be and the same is hereby established as UF Neighborhood Flex 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. 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, Indiana 2 - C. of South Bend 227 W. Jefferson - Suite 1400S y South Bend, IN 46601 PLAN COMMISSION znning(.Lsouthbendin.gov Petition for Rezoning or Combined Public Hearing Property Information Tax Key Number: N` x _a c13 - 1c).y4 Address: 5 D-1 Lwr.cc4ln UA c- We- jvlL rRc,.t DN1 4-Vln ZLI Owner: C,,-e.C_v\.vc. OLJY\ Legal Description. 1 i / / 6 /as- Project Summary j LOUa lbt 1.44... cc..ZoY.e. 3S'.71 .L,,kn,c.bl h \rJ 4`.` LA-5+, 5D— Q--t N, 4 Let..1 c-ro,r•. S'L C S.b bn.,. n te: b err\-.000 O OF L urbo.-,t e:, f4,5oa Floc) . S would. v:„, -o c\)-e..,. o. to.-'-‘ S Qc` .`r‘S \(\ou.s.. . Requested Action Application includes (check all that apply) Rezoning Current District: Choose the current district Additional Districts, if applicablE Proposed District Choose the proposed district 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 El 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 Completed 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:Ct G c-OVJV\ Address `jlp CT Name: Address: Name: Address: Contact Person: Name: C rraL.Vr Address: j Co 6 ur o_, c -\, l 1 In I e1 Phone Number: 2 DQ(QO E-mail: '(`f\(>tloAr v. cti t np , ON\ 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: EXHIBIT "A" Property Description Closing Date: December 4,2024 Buyer(s): Cecilia Brown Property Address: 3527 Lincoln Way West,South Bend,IN 46628 PROPERTY DESCRIPTION: Beginning at a point Ninety-one feet six inches(91.6)West of the Northeast corner of the West Half of the Northeast Quarter(NE 1/4)of Section Four(4)Township Thirty-seven(37)North, Range Two (2) East; thence running South parallel with the East line of the West Half(W 1/2)of the Northeast Quarter(NE 1/4)of said Section Four(4)to the Northerly line of Lincolnway West, formerly Michigan Road,thence Northwesterly along the Northerly line of said Road Two Hundred Thirty-nine feet(239);thence North to the North line of said Section;thence East along the North line of said Section,Two Hundred Twenty-four(224)feet to the place of beginning; Excepting Therefrom a parcel of land described at a point Ninety-one and five tenths(91.5)feet West of the Northeast corner of the Northwest Quarter(NW 1/4) of the Northeast Quarter(NE 1/4)of said Section Four(4),Township and Range aforesaid;thence running due South to the Northerly line of Lincolnway West,formerly Michigan Road; thence Northwesterly along the Northerly line of said road, One Hundred Eight and Twenty-six hundredths(108.26)feet;thence in a due Northerly direction to the North line of said Section;thence East along the North line of said Section, 100 feet to the place of beginning, all in St. Joseph County,Indiana. Parcel ID#71-08-04-202-002.000-026 PROPERTY DESCRIPTION File No.:HTGI-24-14643 Page 1 of I 41, cn I a 1- ilier,,,f.z . litiii ii. , -,...v., 0. CI c 7.• '1, Bulla G. St- r W. 3527 Lincoln Way West X i 4 - , _ ., . ,. `i te ,. r " a O-, IL — 1i a wl P, tesft .1 11 I. it ma' s r k J4 I 1, _.,, yt .., ti __ -,I j va —_._fin_ T-_ • ood Ave IL 3527 Lincoln Way W ce opOneSt 3 W _i0,enience store T. Allen s Klnt O Not torsi t.. dry_ , iti, ., iii.:, 4 1 '. 41 3 lot Ni , Way 3JohnWa r S' ' .. . _ a: -'- 41 1ii, 7e mi , . . „ , 4:: e— L.- . View 1 I'm . 3527 Lincoln Way W O Directions A Start Q Save Fp Add lal