Loading...
HomeMy WebLinkAboutRedevelopment Commission Agenda & Packet 05.28.26 - FinalSouth Bend Redevelopment Commission 215 S. Dr. Martin Luther King, Jr. Blvd., Room 301, South Bend, Indiana Agenda Regular Meeting May 28, 2026 – 9:30 a.m. City Hall Council Chambers 3rd Floor or via: https://tinyurl.com/RDC2025-2026-Meetings Meeting Recording Link: https://tinyurl.com/RDC-Meeting-Recordings 1. Roll Call • Dave Relos, Vice President – (Mayor) December 2025 to December 2026 • Eli Wax, Secretary – (Mayor) February 2025 to December 2027 • Gillian Shaw, Commissioner – (Mayor) November 2024 to January 2026 • Ophelia Gooden-Rodgers, Commissioner – (Council) February 2025 to December 2027 • Marcus Ellison, Non-Voting Advisor – (School Board) February 2025 to December 2026 2. Election of Officers 3. Approval of Minutes A. Minutes of the Regular Meeting of May 14, 2026 4. Approval of Claims A. Claims Allowance May 19, 2026 5. Old Business A. None 6. New Business A. River West Development Area 1. Fourth Amendment to Development Agreement (Great Lakes Capital, Madison Lifestyle District) B. River West, River East, South Side, Douglas Road, River East Residential 1. Budget Request (Professional Services TIF District Management) C. Administrative 1. Resolution No. 3671 (Determining Tax Increment Collected 2027) 7. Progress Reports A. Tax Abatement B. Common Council C. Other South Bend Redevelopment Commission 215 S. Dr. Martin Luther King, Jr. Blvd., Room 301, South Bend, Indiana Page | 2 8. Next Commission Meeting Thursday, June 11, 2026, 9:30 a.m. at Council Chambers, Room 301 9. Adjournment 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. South Bend Redevelopment Commission 215 S. Dr. Martin Luther King, Jr. Blvd., Room 301, South Bend, Indiana Minutes Regular Meeting May 14, 2026 – 9:30 a.m. City Hall Council Chambers 3rd Floor or via: https://tinyurl.com/RDC2025-2026-Meetings Meeting Recording Link: https://tinyurl.com/RDC-Meeting-Recordings The South Bend Redevelopment Commission was called to order at 9:30 a.m. President Troy Warner presiding. 1. ROLL CALL Members Present: Troy Warner, President Dave Relos, Vice President Gillian Shaw, Commissioner Ophelia Gooden-Rodgers, Commissioner Marcus Ellison, Non-Voting Advisor Members Absent: Eli Wax, Secretary Legal Counsel: Sandra Kennedy, Corporation Council Danielle Campbell Weiss, Senior Asst. City Attorney Redevelopment Staff: Darryl Scott, Chief of Staff, Mayor’s Office Joseph Molnar, Deputy Director, DCI Erik Glavich, Director of Growth and Opportunity, DCI- Virtual Lewis Kouassi, Director of Finance, DCI Erin Michaels, Property Development Manager, DCI Elizabeth Maradik, Director of Neighborhoods Allison Doctor, Project Manager, DCI-Virtual Laura Hensley, Board Secretary, DCI Attending: James Tuesley, Barnes & Thornburg Matt Wetzel, MAW Brokerage, LLC Marco Mariani, South Bend Heritage Foundation Hodge Patel, 904 E. Jefferson Blvd. Kathy Schuth, Near Northwest Neighborhood Inc. Tina Patton, 707 Sherman Ave. CITY OF SOUTH BEND REDEVELOPMENT COMMISSION REGULAR MEETING – May 14, 2026 Page | 2 Matt Barrett, 110 S. Niles Ave. 2. Approval of Minutes A. Approval of Minutes of the Regular Meeting of Thursday, April 23, 2026 Upon a motion by David Relos for approval, second by Ophelia Gooden- Rodgers, the motion carried unanimously; the Commission approved the minutes of the regular meeting of April 23, 2026. 3. Approval of Claims A. Claims Allowances May 5, 2026 Upon a motion by Ophelia Gooden-Rodgers for approval second by David Relos, the motion carried unanimously; the Commission approved the claims allowances of May 5, 2026. 4. Old Business A. None 5. New Business A. River West Development Area 1. Opening of Bids (821 Portage Ave. & 808 Cushing St.) Erin Michaels, Property Development Manager, stated we received no bids prior to the deadline for the disposition process, and we are in a 30- day waiting period that ends on June 13, 2026 prior to entering into any negotiations. 2. Purchase Agreement (23931-23977 Brick Rd.) Erin Michaels, Property Development Manager, presented the proposed sale of real property located at 23931–23977 Brick Road. These four parcels are situated on the northwestern edge of the city and are currently vacant, consisting of open grassy land. The proposed buyer is MAW Brokerage LLC. Their representative, Matt Wetzel, is present today and available to answer any project-specific questions. The proposed purchase price is $25,000 for all four parcels, with a 120-day due diligence period and a closing deadline of 60 days thereafter. The project includes a minimum total investment of $1.8 million for the development of leasable industrial commercial flex space. The development will occur in two phases. Phase One will consist of a $1 million investment to construct an 8,000-square-foot building on the eastern parcels. Phase Two will include an $800,000 investment for a CITY OF SOUTH BEND REDEVELOPMENT COMMISSION REGULAR MEETING – May 14, 2026 Page | 3 6,000 square-foot building on the western parcel. The concept plans shown here are preliminary and intended to provide a general sense of the proposed layout and design. Regarding the construction timeline, Phase One must begin within 18 months of closing and be completed by 24 months. Phase Two must begin 36 months and be completed 48 months after closing. Upon completion of each phase, and confirmation that all commitments have been met, staff will return to the Commission with a Certificate of Completion for approval. Ms. Michaels also explained that light industrial flex space is a gap in the City’s current real estate portfolio. We frequently receive requests from small businesses and startups seeking to lease smaller-scale industrial space—often just a few thousand square feet. However, most available industrial or warehouse properties in the city are significantly larger, typically ranging from several thousand to over 10,000 square feet, which exceeds their needs. Upon a motion by Ophelia Gooden-Rodgers for approval, seconded by David Relos, the motion carried unanimously; the Commission approved the Purchase Agreement as presented on May 14, 2026. 3. Development Agreement (Tri-Day Development) Joseph Molnar, Deputy Director of Community Investment, presented the first of two agreements with trusted local partners. The first agreement is with South Bend Heritage for the proposed Tri-Day development. The site is located south of the future New Day Intake Center on a larger parcel that was not fully needed for that project. The Commission previously approved a purchase agreement in July 2025, contingent on South Bend Heritage receiving Low-Income Housing Tax Credits (LIHTC), which were awarded in November 2025. The development agreement requires a minimum of 42 units, including 32 income-based units and 10 permanent supportive housing units. South Bend Heritage will invest approximately $13.7 million in private funding. The City will commit up to $4.6 million for infrastructure improvements, including roads, sewer, and water utilities. Current estimates are approximately $3.5 million, with remaining funds providing contingency or returning to the TIF if unused. Construction must begin within 10 months of closing, with closing expected by the end of 2026, and completion anticipated within 30 months. Mr. Molnar noted this is the City’s eighth LIHTC award since 2023— compared to none from 2013–2023—totaling 649 affordable units CITY OF SOUTH BEND REDEVELOPMENT COMMISSION REGULAR MEETING – May 14, 2026 Page | 4 citywide. The Tri-Day project concept is similar in scale and design to the recently completed South Bend Thrive development, with final site layout still under review. Marco Mariani, Executive Director of the South Bend Heritage Foundation, thanked the Commission and City staff for their support, noting the project has been in development for approximately three years with multiple community partners. He provided an overview of financing, including partnerships with National Equity Fund (NEF), 1st Source Bank, and other potential tax credit investors. He noted current challenges with tax credit pricing but expressed confidence in closing financing this summer. Mr. Mariani emphasized the importance of coordinating infrastructure work with construction timelines. The project is expected to begin construction following closing, with an estimated 18-month buildout and completion targeted for mid-2028. Vice President Relos asked for clarification that the project would include 10 permanent supportive housing (PSH) units, with the remaining units serving households at varying AMI levels (40%, 50%, and 60%). Mr. Mariani stated that the development will utilize income averaging, allowing up to 20 units to serve households earning up to 80% AMI, while maintaining a project-wide average of 60% AMI. This approach expands access to a broader range of households while maintaining affordability. Mr. Mariani confirmed anticipated coordination with the New Day Intake Center and service providers, noting alignment with the broader continuum of care to support residents transitioning to permanent housing. Commissioner Shaw had questions regarding project risks and timeline, Mr. Mariani noted ongoing coordination with City staff and identified key variables such as construction bids and tax credit pricing. Bids are expected within 60–90 days, with financing commitments anticipated within approximately 90 days. South Bend Heritage will serve as developer, general contractor, and property manager, prioritizing use of local subcontractors. Staff will be updated regularly as the project advances toward closing by year-end. President Warner thanked staff and Mr. Mariani for their work and spoke in favor of the project. CITY OF SOUTH BEND REDEVELOPMENT COMMISSION REGULAR MEETING – May 14, 2026 Page | 5 Upon a motion by David Relos for approval, seconded by Gillian Shaw, the motion carried unanimously; the Commission approved the Development Agreement as presented on May 14, 2026. 4. Purchase Agreement (Scott St. NNN) Joseph Molnar, Deputy Director of Community Investment, presented the second agreement with a trusted local partner, this time with Near Northwest Neighborhood, Inc. (NNN), for a housing project on Scott St. The proposal includes the sale of City-owned, vacant parcels (acquired in 2024) located near Lincoln Way West, Madison, and Leland Streets. The project complements nearby developments by Advantix and Allen Edwin, which are currently under construction and expected to deliver new affordable and workforce housing units. NNN, a longstanding community development partner, proposes construction of at least 11 income-based housing units with a total investment of approximately $3 million. The purchase price is $1,000, contingent upon NNN securing Federal Home Loan Bank Affordable Housing Program (AHP) funding. If funding is not awarded, the agreement will be terminated, and the City will retain ownership. The closing deadline is the end of 2027 to allow the NNN to apply for multiple AHP funding cycles if needed. Construction must begin within 12 months of closing and be completed within 36 months thereafter. Kathy Schuth, Executive Director of the Near Northwest Neighborhood Inc. expressed appreciation for the City’s partnership and noted the project builds on land strategically assembled by the Redevelopment Commission. She stated the proposal will deliver for-sale, income-based housing, including a mix of detached homes and townhouse-style units designed to reflect neighborhood character while improving affordability through construction efficiencies. Ms. Schuth outlined financing through the Federal Home Loan Bank Affordable Housing Program, in partnership with 1st Source Bank, along with additional local funding support. She noted the City’s land contribution strengthens the project’s competitiveness. NNN plans to apply for funding in June, with award announcements expected in November. If awarded, closing would occur shortly thereafter, with construction anticipated to begin in spring 2027. If unsuccessful, NNN intends to reapply in a subsequent funding cycle. Councilmember Canneth Lee spoke in favor of this project. CITY OF SOUTH BEND REDEVELOPMENT COMMISSION REGULAR MEETING – May 14, 2026 Page | 6 Upon a motion by Ophelia Gooden-Rodgers for approval, seconded by David Relos, the motion carried unanimously; the Commission approved the Purchase Agreement as presented on May 14, 2026. 5. Assignment of Indemnity Rights (Oliver Park Site, Lot 7) Sandra Kennedy, Corporation Counsel for the City of South Bend, presented an assignment of environmental indemnity rights related to a former Studebaker site. She provided background on the City’s acquisition and environmental remediation of the Studebaker properties in the 2000s and noted that the City issued indemnities to prior buyers for pre-existing environmental conditions. The site, which includes groundwater monitoring, has been remediated but not yet fully closed. The original transaction closed in 2009 and allowed for assignment of indemnity rights to future owners until site closure. The current request seeks approval to assign those rights in accordance with the original agreement. Legal counsel has reviewed the document, but the parties to the sale have not yet signed off on it. Ms. Kennedy stated that any material changes to the document will be returned to the Commission for approval. Vice President Relos asked which parcel is being referenced and who is the current tenant and what is the status of IDEM closure for the site? James Tuesley, with Barnes & Thornburg explained the parcel is the former Underground Pipe and Valve site, which was sold to Ferguson Enterprises in 2016. Ferguson Enterprises continues to lease the property. President Warner asked what is the status of IDEM closure for the site? Ms. Kennedy stated the IDEM closure is still in progress and is expected to take several more years due to ongoing groundwater monitoring requirements. The City is actively working toward closure. Once closure is achieved, the environmental indemnity will automatically terminate. Vice President Relos raised a concern regarding the condition of entrance signage and landscaping at a nearby site, noting ongoing maintenance issues and recent damage. Mr. Molnar acknowledged the concern, explaining that maintenance responsibility was intended to fall under a business association that was never formally established. While another entity has been providing some upkeep, staff agreed to review the conditions and follow up as needed. CITY OF SOUTH BEND REDEVELOPMENT COMMISSION REGULAR MEETING – May 14, 2026 Page | 7 Upon a motion by David Relos for approval, seconded by Gillian Shaw, the motion carried unanimously; the Commission approved the Assignment of Indemnity Rights as presented on May 14, 2026. B. Administrative 1. Resolution No. 3669 (Appointing Authorized Representatives To Conduct Certain Administrative Acts Relating To Commission Real Property and Security Interests) Joseph Molnar, Deputy Director of Community Investment, presented both Resolution Nos. 3669 and 3670 together authorizing resolutions to streamline management of RDC-owned property. He explained that the resolutions update signing authority for RDC-approved actions by assigning authority to staff positions rather than individual names, reflecting recent staff turnover. The authorized positions include the Executive Director of Community Investment, Deputy Director, Assistant Director of Growth and Opportunity, and Property Development Manager. Mr. Molnar noted one material change from prior versions: the addition to Resolution No. 3669 of authority for staff to execute mortgage lien releases when liens have been fully satisfied. All other provisions, including contract thresholds for services such as appraisals and subdivisions in Resolution No. 3670, remain unchanged. Upon a motion by Ophelia Gooden-Rodgers for approval, seconded by David Relos, the motion carried unanimously; the Commission approved Resolution No. 3669 as presented on May 14, 2026. 2. Resolution No. 3670 (Setting Procedures For Contracts For Property Related Services) Upon a motion by Gillian Shaw for approval, seconded by David Relos, the motion carried unanimously; the Commission approved Resolution No. 3670 as presented on May 14, 2026. 6. Progress Reports A. Tax Abatement Joseph Molnar, Deputy Director of Community Investment, noted that tax abatement compliance filing season is underway, with property owners submitting required reports demonstrating fulfillment of their commitments. Erik Glavich, Director of Growth and Opportunity, is currently reviewing all submissions. B. Common Council CITY OF SOUTH BEND REDEVELOPMENT COMMISSION REGULAR MEETING – May 14, 2026 Page | 8 President Warner stated that they have started working on the 2027 budgets. C. Other Joseph Molnar, Deputy Director of Community Investment, gave updates on the following. • St. Margaret’s House groundbreaking scheduled in June. Lastly, President Warner announced that this was his last meeting serving as a Commissioner on the RDC. Everyone thanked him for his 6 ½ years of service and wished him well in his new position. 7. Next Commission Meeting Thursday, May 28, 2026, 9:30 a.m., City Hall Council Chambers 3rd Floor 8. Adjournment Thursday, May 14, 2026, 10:18 a.m. ______________________________, ______________________________, Secretary President City of South Bend Department of Administration & Finance Claims Allowance Request To:South Bend Redevelopment Commission From:Kyle Willis, City Controller Date:Tuesday, May 19, 2026 Pursuant to Indiana Code 36-4-8-7, I have audited and certified the attached claims and submit them for allowance in the following amounts: GBLN-0136010 $256,112.34 GBLN-0136581 $4,800.00 GBLN-0136605 $487,951.54 Total:$748,863.88 _______________________________ Kyle Willis The attached claims described above were allowed in the following total amount at a public meeting on the date stated below: South Bend Redevelopment Commission By:_______________________________ Name: Date: Attest:_______________________________ Name: V-00001012 Payment method: Voucher: Payment date: Vendor# V-00001059 Payment method: Voucher: Payment date: Vendor# V-00001550 V-00001550 V-00001550 Payment method: Voucher: Payment date: Vendor# V-00003121 LOCH MUELLER GROUP INC 821168 CHK-Total RDCP-00048219 5/12/2026 Name MAY OBERFELL & LORBER CHK-Total RDCP-00048220 5/12/2026 Name SOUTH BEND PUBLIC TRANSPORT ATI ON SOUTH BEND PUBLIC TRANSPORTATI ON SOUTH BEND PUBLIC TRANSPORTATI ON CHK-Total RDCP-00048221 5/12/2026 Name THK Law, LLP Invoice# 150510 Invoice# 10111 10101 10101 Invoice# 38 Riverfront West -Amendment #2 Engineering Services - Boundary Survey Line description Legal Services -Bankruptcy Litigation Line description 485113 -Bus and Other Motor Vehicle Transit Systems Passes for Goodwill Passes for Goodwill Line description Legal Services -300 E. Lasalle/ CCD 5/22/2026 Due date 5/21/2026 Due date 3/15/2026 2/13/2026 2/13/2026 Due date 3/29/2026 $3,640.72 324-10-102-121-431005-­ PROJ00000605 Invoice amount Financial dimensions $6,572.50 324-10-102-121-431001-- Invoice amount Financial dimensions 433-10-102-123-439300-- ($1,500.00) PROJ00000383 433-10-102-123-439300-- $5,500.00 PROJ00000383 $1,500.00 433-10-102-123-439300-- Invoice amount Financial dimensions $2,930.62 429-10-102-121-431001-- PO-0036167 Purchase order PO-0043801 Purchase order PO-0043298 Purchase order PO-0029493 Expenditure approval RDC Payments-5/19/26 Pymt Run GBLN-0136605 Payment method: ACH-Total Voucher: RDCP-00048615 Payment date: 5/19/2026 Vendor# Name ABONMARCHE CONSULTANTS V-00000019 OF IN ABONMARCHE CONSULTANTS V-00000019 OF IN ABONMARCHE CONSULTANTS V-00000019 OF IN Payment method: CHK-Total Voucher: RDCP-00048616 Payment date: 5/19/2026 Vendor# Name AMERICAN STRUCTUREPOI V-00000107 NT INC AMERICAN STRUCTUREPOI V-00000107 NT INC Payment method: CHK-Total Voucher: RDCP-00048617 Payment date: 5/19/2026 Vendor# Name DLZ IN DIANA V-00000472 LLC DLZ IN DIANA V-00000472 LLC Invoice# 163731 163737 163106 Invoice# 204191 204314 Invoice# 609871 609852 Line description Rabbi Shulman Demolition PSA Abonmarche Design Services - Amendment #3 Abonmarche Design Services - Amendment #1 Line description Leighton Renovation PSA 2 Market District Preliminary Engieering Line description Stu debaker HVAC Design 10% site design Due date 5/27/2026 5/27/2026 4/17/2026 Due date 5/23/2026 5/27/2026 Due date 5/29/2026 5/28/2026 Invoice amount Financial dimensions 324-10-102-121-444000-- $2,500.00 PROJ00000440 430-10-102-121-431002-- $7,825.00 PROJ00000623 429-10-102-121-431002-- $39,500.00 PROJ00000683 Invoice amount Financial dimensions $34,326.25 324-10-102-121-443001-­ PROJ00000579 429-10-102-121-431002-- $201,066.50 PROJ00000526 Invoice amount Financial dimensions 324-10-102-121-431000-- $6,625.00 $43,875.00 PROJ00000744 429-10-102-121-431 OOO-­ PROJ00000733 Purchase order PO-0037945 PO-0039235 PO-0041079 Purchase order PO-0040200 PO-0029308 Purchase order PO-0042714 PO-0042716 Payment method: Voucher: Payment date: Vendor# V-00000476 Payment method: Voucher: Payment date: Vendor# V-00001471 Payment method: Voucher: Payment date: Vendor# V-00001743 Payment method: Voucher: Payment date: Vendor# V-00003094 CHK-Total RDCP-00048618 5/19/2026 Name DONOHUE& ASSOCIATES CHK-Total RDCP-00048619 5/19/2026 Name SELGE CONSTRUCTIO Invoice# 1469650 Invoice# N CO INC APP #5 CHK-Total RDCP-00048620 5/19/2026 Name US BANK CHK-Total RDCP-00048621 5/19/2026 Name ST JOSEPH COUNTY HEALTH Invoice# 8160581 Invoice# DEPARTMENT 260027 Line description South Well field, WTP & Pressure Zone Improvements Line description Potawatomi Park Improvements Phase 1 -Wall St at Greenlawn CN 124-023B Line description US Bank Trustee Fees Line description Wellhead Protection Permit Due date 2/1/2026 Due date 4/30/2026 Due date 5/24/2026 Due date 4/22/2026 Invoice amount Financial dimensions $2,287.36 430-10-102-121-431002-- Invoice amount Financial dimensions $136,551.01 429-10-102-121-431002-­ PROJ00000554 Invoice amount Financial dimensions 324-10-102-121-438300- $1,650.00 DS0135- Invoice amount Financial dimensions $150.00 430-10-102-121-431002-­ PROJ00000623 Purchase order Purchase order Purchase order Purchase order PO-0043773 PO-0038191 RESOLUTION NO. 3671 RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION DETERMINING THAT THE TAX INCREMENT WHICH MAY BE COLLECTED IN THE YEAR 2027 IS NEEDED TO SATISFY OBLIGATIONS OF THE COMMISSION AND THAT NO EXCESS ASSESSED VALUE MAY BE ALLOCATED TO THE RESPECTIVE TAXING UNITS AND OTHER RELATED MATTERS WHEREAS, the South Bend Redevelopment Commission (the "Commission"), the governing body of the South Bend, Indiana, Department of Redevelopment (the "Department") and of the Redevelopment District of the City of South Bend, Indiana (the ''Redevelopment District"), exists and operates under the provisions of IC 36-7-14, as amended from time to time (the "Act"); and WHEREAS, the Commission has previously adopted resolutions, which have been amended from time to time, declaring various portions of the City of South Bend to be economic development areas or redevelopment areas within the meaning of the Act (the "Areas") and designated territory within such Areas as allocation areas (the "Allocation Areas") under Section 39 of the Act, which Allocation Areas are listed in Exhibit A attached hereto; and WHEREAS, the Commission, in accordance with the Act, has previously established an allocation fund for each of the Allocation Areas (the "Allocation Funds"); and WHEREAS, Section 39 of the Act requires the Commission to determine the amount, if any, by which the assessed value of the taxable property in the Allocation Areas for the most recent assessment date minus the base assessed value, when multiplied by the estimated tax rate of the respective Allocation Areas, will exceed the amount of assessed value needed to produce the property taxes necessary to make, when due, principal and interest payments on bonds payable from the Allocation Fund, plus the amount necessary for other purposes described in Section 39 of the Act; and WHEREAS, Section 39 of the Act requires the Commission to provide to the St. Joseph County Auditor (who is required to forward the notice to the Department of Local Government Finance), the Common Council, and the fiscal officers for each taxing unit located wholly or partly within the respective Allocation Areas written notice stating (i) the amount, if any, of excess assessed value that the Commission has determined may be allocated to the respective taxing units in the manner prescribed in Section 39 of the Act, or (ii) that the Commission has determined that there is no excess assessed value that may be allocated to the respective taxing units in the manner prescribed in Section 39 of the Act; and NOW, THEREFORE, BE IT RESOLVED by the South Bend Redevelopment Commission as follows: 1. The Commission hereby determines that there is no excess assessed value in the Allocation Areas that may be allocated to the respective taxing units in the manner prescribed in Section 39 of the Act because the Commission hereby finds that, for each respective Allocation Area, the assessed value of the taxable property in the Allocation Area for the most recent assessment date minus the base assessed value, when multiplied by the estimated tax rate of the Allocation Area, will not exceed the amount of assessed value needed to produce the property taxes necessary to make, when due, principal and interest payments on bonds payable from the Allocation Fund of the Allocation Area, plus the amount necessary for other purposes described in Section 39 of the Act. Accordingly, for tax year payable 2027, the Commission determines that no amount of assessed value of the Allocation Areas will be allocated to the respective taxing units in the manner prescribed in Section 39 of the Act. In making this determination, the Commission has considered the effect that such determination will have on the property tax rate in the Redevelopment District. 2.This determination for 2027 shall not be construed to affect any future determination of the Commission with respect to the capture of assessed value of the taxable property in the Allocation Areas in the years following 2027. 3.The President or Vice President of the Commission is hereby authorized and directed to immediately notify or cause to be notified the St. Joseph County Auditor (who is required to forward the notice to the Department of Local Government Finance), the South Bend Common Council, and the officers who are authorized to fix budgets, tax rates, and tax levies under Indiana Code 6-1.1-17-5 for each of the other taxing units wholly or partly located within the Allocation Areas of the determinations made herein by the Commission, by way of a letter in substantially the form attached hereto as Exhibit B, which notice is intended to satisfy the requirements of Section 39 of the Act. ADOPTED AND APPROVED at a meeting of the South Bend Redevelopment Commission held in person and virtually on the 28th day of May 2026. CITY OF SOUTH BEND DEPARTMENT OF REDEVELOPMENT __________________________________ President ATTEST: __________________________________ Secretary EXHIBIT A Allocation Areas 1) River West Development Area 2) Riverwalk Allocation Area 3) West Washington Chapin Development Area 4) River East Development Area Allocation Area #1 5) River East Development Area Allocation Area #2 6) South Side General Development Area #1 7) Douglas Road Economic Development Area. 8) Lafayette North Allocation Area 9) Lafayette South Allocation Area 10) Ignition Park Allocation Area 11) Downtown North Allocation Area 12) Michigan Street Corridor Allocation Area 13) Studebaker Campus Allocation Area 14) Riverfront West Allocation Area 15) Downtown South Allocation Area 16) Lincoln and Kennedy Park Residential Housing Development Program Area Allocation Area EXHIBIT B (Form of Letter) Date Mr./Ms. [Name] Taxing Unit Address Subject: Request Regarding Capture of Incremental Assessed Value for the City of South Bend Dear Mr./Ms. [Name], In accordance with the provisions of Indiana Code Section 36-7-14-39, the South Bend Redevelopment Commission has determined by Resolution No. 3672, passed May 28, 2026, that there is no excess assessed value that may be allocated to the respective taxing units in the manner prescribed in Indiana Code Section 36-7-14-39(b). The Allocation Areas of the City of South Bend covered by this letter are as follows: River West Development Area Riverwalk Allocation Area West Washington Chapin Development Area River East Development Area Allocation Area #1 River East Development Area Allocation Area #2 South Side General Development Area #1 Douglas Road Economic Development Area. Lafayette North Allocation Area Lafayette South Allocation Area Ignition Park Allocation Area Downtown North Allocation Area Michigan Street Corridor Allocation Area Studebaker Campus Allocation Area Riverfront West Allocation Area Downtown South Allocation Area Lincoln and Kennedy Park Residential Housing Development Program Area Allocation Area Thank you. Sincerely, South Bend Redevelopment Commission __________ President South Bend Redevelopment Commission 215 S. Dr. Martin Luther King, Jr. Blvd., Room 301, South Bend, Indiana Redevelopment Commission Agenda Item DATE : May 26, 2026 FROM: Erik Glavich, Director of Growth & Opportunity SUBJECT: Fourth Amendment to Development Agreement (Great Lakes Capital Madison Lifestyle) Funding Source* (circle) River West; River East; South Side; Douglas Road; West Washington; RDC General; Riv. East Res. * Funds are subject to the City Controller's determination of availability; if funds are unavailable, as solely determined by the City Controller, then the authorization of the expenditure of such funds shall be void and of no effect. PURPOSE OF REQUEST: Fourth Amendment to the Development Agreement with GLC, extending the Mutual Project Diligence period for 1 additional month SPECIFICS: On March 28, 2024, the Redevelopment Commission approved a Development Agreement with Great Lakes Capital for the Madison Lifestyle District. The First Amendment (August 22, 2024) corrected an omitted parcel, and the Second Amendment (September 25, 2025) extended the Mutual Project Diligence period from 18 to 24 months. At the end of March, the Commission approved a Third Amendment that extended the due diligence period to 26 months. This Fourth Amendment further extends the Mutual Project Diligence period to 27 months (to the end of May) to provide City staff and GLC the time to finalize building plans, project coordination, and financing. Demolition, site work, and utility work are underway; finalizing project details is complex and requires careful coordination. This extension of the Mutal Project Diligence period allows GLC and City staff time to finalize the Notice to Commence. ______________ ___________Pres/V-Pres ATTEST: __________ ________Secretary Date: _____________ _______ APPROVED Not Approved SOUTH BEND REDEVELOPMENT COMMISSION 1 FOURTH AMENDMENT TO DEVELOPMENT AGREEMENT This FOURTH AMENDMENT TO DEVELOPMENT AGREEMENT (this “Fourth Amendment”) is made and entered into to be effective as of May 28, 2026 (the “Effective Date”), by and between the City of South Bend, Department of Redevelopment, acting by and through its governing body, the South Bend Redevelopment Commission (the “Commission”), and Great Lakes Capital Development, LLC, an Indiana Limited Liability Company, with offices at 7410 Aspect Drive, Suite 100, Granger, IN 46530 (the "Developer") (each, a "Party," and collectively, the "Parties"). RECITALS A. The Parties entered into that certain Development Agreement dated effective March 28, 2024, as amended by a First Amendment to Development Agreement dated August 22, 2024. a Second Amendment to Development Agreement dated effective September 25, 2025, and a Third Amendment to Development Agreement dated effective March 26, 2026 (collectively the “Development Agreement”), pertaining to certain local public improvements to renovate, rehabilitate, and activate the Project Property. B. Section 3.1(a) of the Development Agreement established that the Parties would cooperate in good faith to prepare, evaluate, and agree on a planning schedule regarding various aspects of the Project and established a Mutual Project Diligence period of twenty-six (26) months. C. The Parties continue to engage in Mutual Project Diligence and believe that extending the Mutual Project Diligence period to twenty-seven (27) months is necessary and in the best interests of both Parties due to unforeseen circumstances. D. The Parties now desire to amend the Development Agreement as set forth herein. AGREEMENT NOW, THEREFORE, in consideration of these premises, and the mutual covenants and promises contained herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Developer and the Commission hereby agree as follows: 1. Recitals. The recitals set forth above, including each and every recital contained therein, are incorporated into and made a part of this Fourth Amendment as though fully set forth herein. 2. Amendment. The Development Agreement is hereby amended as follows: In Section 3.1(a), the second sentence, which states: “The Mutual Project Diligence shall be completed no later than twenty-six (26) months from the Effective Date.” shall be deleted in its entirety and replaced with the following: 2 “The Mutual Project Diligence shall be completed no later than twenty-seven (27) months from the Effective Date.” 3. Entire Agreement; Conflict. Except as otherwise stated herein, all other terms, conditions and agreements contained in the Development Agreement remain unmodified and in full force and effect. To the extent a conflict exists between the terms of this Fourth Amendment and the Development Agreement, the terms of this Fourth Amendment shall control. Capitalized terms used in this Fourth Amendment will have the meanings set forth in the Development Agreement unless otherwise stated herein. 4. Counterparts; Electronic or Facsimile Transmission. This Fourth Amendment may be executed in counterparts which, when combined, shall constitute one instrument. The electronic or facsimile transmission of a signed counterpart of this Fourth Amendment shall be binding upon the party whose signature is contained on the transmitted copy. Signature Page Follows 3 IN WITNESS WHEREOF, the Parties have executed this Fourth Amendment to Development Agreement to be effective as of the Effective Date set forth above. SOUTH BEND REDEVELOPMENT COMMISSION ______________________________ ______________________________, President ATTEST: ______________________________ ______________________________, Secretary GREAT LAKES CAPITAL DEVELOPMENT LLC ______________________________ Bradley J. Toothaker, Manager South Bend Redevelopment Commission 215 S. Dr. Martin Luther King, Jr. Blvd., Room 301, South Bend, Indiana Redevelopment Commission Agenda Item DATE : 5/22/2026 FROM: Joseph Molnar Deputy Director of Community Investment SUBJECT: Profession Services Funding Source* (circle) River West; River East; South Side; Douglas Road; West Washington; RDC General; Riv. East Res. * Funds are subject to the City Controller's determination of availability; if funds are unavailable, as solely determined by the City Controller, then the authorization of the expenditure of such funds shall be void and of no effect. PURPOSE OF REQUEST: Budget for Professional Services for RDC TIF Districts SPECIFICS: Certain statutory requirements must be satisfied annually to ensure the proper administration of the City’s Tax Increment Financing (TIF) districts. Meeting these obligations often necessitates the engagement of external legal counsel and financial or technical consultants to ensure accurate reporting, compliance, and appropriate neutralization of TIF districts. This budget request will support the professional services required for ongoing TIF district management, including the preparation of required reporting, as well as legal and technical support for drafting forgivable loan development agreements, bond analysis and initiation, and related documents. Proposed Allocations: River West – $100,000 River East – $100,000 River East Residential – $50,000 South Side – $50,000 Douglas Road – $50,000 ______________ ___________Pres/V-Pres ATTEST: __________ _______ _ Date: _____________ _______ APPROVED Not Approved SOUTH BEND REDEVELOPMENT COMMISSION