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HomeMy WebLinkAbout5180-26 Declaratory Resolution - Real Property Tax Abatement for GLC Mid-Bay, LLC RESOLUTION No . 5180_26 Passed by the Common Council of the City of South Bend, Indiana August 10, 2026 Attest: City Clerk Bianca L. Tirado Attest: President of Common Council Presented by me to the Mayor of the City of South Bend,Indiana August 11, 2026 fAa/lvjA/1 (4/i/ii — City Clerk Bianca L. Tirado Approved and signed by me 1,1 t- y 20 26 y / K PIA/ Mayor - sown/ h. r `t 137, ‘1 ilYit,b, �4 , l 0. ' �\ \ C\'// •0.4 ' ' , vi'', va'\*Nt6„. --) .., , 1865 • BILL NO. 26-23 RESOLUTION NO. 5 1 80-26 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 V/L Chet Waggoner Ct AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF AN EIGHT-YEAR (8) REAL PROPERTY TAX ABATEMENT FOR GLC Mid-Bay, 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: 71-03-17-100-002.000-009 Local Parcel Number: 025-1009-0146 Commonly Known As: V/L Chet Waggoner Ct Legal Description: Lot 2 Portage Prairie Minor#8 1st Replat 20/21 #RP#850 4/25/19 be designated as an Economic Revitalization Area under the provisions of Indiana Code 6-1.1- 12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS, the petitioner has agreed to and has accepted responsibility to report any changes in the Key Numbers and legal descriptions to the Department of Community Investment and to the Office of the City Clerk; and WHEREAS,the Department of Community Investment has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that the area qualifies as an Economic Revitalization Area under Indiana Code 6-1.1-12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq., and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law; and WHEREAS,the Community Investment Committee of the Common Council has reviewed said report and recommended to the Common Council that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby determines and finds that the Petition for Real Property Tax Abatement and the Statement of Benefits form completed by the Petitioner meet the requirements of Indiana Code 6-1.1-12.1 et seq. for tax abatement. SECTION II. The Common Council hereby determines and finds the following: A. That the description of the proposed redevelopment or rehabilitation meets the applicable standards for such development; B. That the estimate of the value of the redevelopment or rehabilitation is reasonable for projects of this nature; C. That the estimate of the number of individuals who will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed described redevelopment or rehabilitation; D. That the estimate of the annual salaries of those individuals who will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed redevelopment or rehabilitation; E. That the other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed described redevelopment or rehabilitation; and F. That the totality of benefits is sufficient to justify the requested deduction, all of which satisfy the requirements of Indiana Code 6-1.1-12.1-3. SECTION III. The Common Council hereby determines and finds that the proposed described redevelopment or rehabilitation can be reasonably expected to yield benefits identified in the Statement of Benefits, Sections 1 through 3 of the Petition for Real Property Tax Abatement Consideration and the Memorandum of Agreement between the Petitioner and the City of South Bend, and that the Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, is sufficient to justify the deduction granted under Indiana Code 6-1.1-12.1-3. SECTION IV. The Common Council hereby accepts the report and recommendation of the Community Investment Committee that the area herein described be designated as an Economic Revitalization Area and hereby adopts a Resolution designating the area as an Economic Revitalization Area for purposes of real property tax abatement. SECTION V. The designation as an Economic Revitalization Area shall expire on December 31, 2028. 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 - 40% 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. )--- _,, anneth J. e, Council President South Bend Common Council Attest: 46,(4, Bianca L. Tirado, C. y erk 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 11`1' day of August , 2026, at 12 o'clock p.m. Iff-e/40/ Bianca L. Tirado, City rk Office of the City Clerk h Approved and signed by me on the day of yJ t- , 2026, at it o'clock 4 .m. Jame ueller, Mayor City f South Bend, Indiana ..�R.,e� STATEMENT OF BENEFITS 20 26 PAY 20 27 t :�o. REAL ESTATE IMPROVEMENTS FORM SB-1 /Real Property State Form 51767(R8/5-25) 1 Prescribed by the Department of Local Government Finance PRIVACY NOTICE Any information concerning the cost This statement is being completed for real property that qualifies under the following Indiana Code(check one box): of the property and specific salaries Redevelopment or rehabilitation of real estate improvements(IC 6-1 1 12.1-4) paid to individual employees by the Residentially distressed area(IC 6-1 1-12.1-4.1) property owner is confidential per IC 6-1 I-12 1-1 I New agricultural improvement(IC 6-1 1-12.1-4) 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 initiation of the redevelopment or rehabilitation of real property or a new agricultural improvement for which the person wishes to claim a deduction. 2. 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 3. 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) 4 For a Form S8-1/Reat Property that is approved after June 30,2013.the designating body is required to establish an abatement schedule for each deduction allowed. SECTION 1 TAXPAYER INFORMATION Name of Taxpayer GLC MID-BAY, LLC Address of Taxpayer(number and street,city,state,and ZIP code) 7410 Aspect Drive, Suite 100 Name of Contact Person Telephone Number Email Address Ethan Fowler (574 ) 334-6659 efowler@greatIakescapital.corn SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of Designating Body Resolution Number South Bend Common Council Location of Property County DLGF Taxing District Number 71-03-17-100-002.000-009(V/L Chet Waggoner Ct,South Bend, IN 46628) St. Josepth 009 (South Bend-German) f)escnption of Real r ruperty Improvements,Redevelopment or Rehabilitation(use s*I honal sheets,if necevsaryl Estimated Start Date(month,day.year) Construction of a new speculative industrial/warehouse building of October 30, 2026 (mcrith,day, approx.132,620 SF, serving 1 or more businesses depending on tenancy Er'atdC°" or Date year) February 1, 2028 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES FROM PROPOSED PROJECT ..unent Nurnbrs Salaries Numhr i Retainer) Salaries Number Additional Salaries 0 $0 0 $0 15 $750,000 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current Values 0 0 (+)Plus Estimated Values of Proposed Protect 3,800.000 8,800,000 (—)Less Values of Any Property Being Replaced 0 0 Net Estimated Values Upon Completion of Protect I 8.800,000 8,800,000 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated Solid Waste Converted(pounds) 0 Estimated Hazardous Waste Converted(pounds) 0 Other Benefits SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this schedule are true Signature of Aut zer 4>t€pi NS4Atfve ')ate Signed(month,day,year) 1 j f Swi t.. August 3. 2026 Ptril d Name of Abr�ai�x}Representaiive trite Jeff Smoke i Manager Page I of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body Said resolution,passed or to be passed under IC 6-1 1-12 I.provides for the following limitations A The designated area has been limited to a penod of time not to exceed Na calendar years'(see below).The date this designation expires is 12/31/2028 NOTE: This question addresses whether the resolution contains an expiration date for the designated area. B The type of deduction that is allowed in the designated area is limited to_ I Redevelopment or rehabilitation of real estate improvements {Yes No 2 Residentially distressed areas Yes No 3 New agricultural improvement _Yes No C The amount of the deduction is limited to$Na D Other limitations or conditions(specify) rile E. Number of years allowed. ❑Year 1 ❑Year 2 ❑Year 3 ❑Year 4 ❑Year 5(`see below) ❑Year 6 ❑Year 7 Q Year 8 ❑Year 9 ❑Year I0 F For a Statement of Benefits approved after June 30.20'13,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 Appr d(s+gnatu and tide of mc,nber of des'gnating body) Telephone Number Date Signed(month.day year) CSNAVI i( Preczden4 (574) 235-1321 08/to4o21 Printed Name uthonzed Member of Designating Body Name of Design.itiny body Cjtlttnvne.41A LCe 56014‘15emd Cpmeor CouAO\ Attested by,'agnature and title of Wester) aimed Name of Attester LAk . recf.r dr 701'cy t+e" Wea( 'If the designating body limits the time penod 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 In accordance with IC 6-1.1-12.1-17.where the Form SB-1iReal Property was approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed The deduction period should be as follows: A. For residentially distressed areas,the deduction period may not exceed ten(10)years. B For the redevelopment or rehabilitation of real property.the deduction period may not exceed ten(10)years_ C. For a new agricultural improvement,the deduction period may not exceed five(5)years. 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 taxpayers 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 taxpayers investment. (5)In the case of a deduction for new farm equipment or new agricultural improvement,an agreement by the deduction applicant to predominately use the area for agricultural purposes for a period specified by the designating body (b)This subsection applies to a statement of benefits approved after June 30,2013.A designating body shall establish art 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 subsection(d)and section 18 of this chapter,an abatement schedule may not exceed ten(10)years. (c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayers statement of benefits. (d)An abatement schedule for new farm equipment or new agricultural improvement may not exceed five(5)years Page 2 of 2