HomeMy WebLinkAboutConfirming Tax Abatement - Ameriplex Superior Partners, LP 5231 Dylan Dr. (7 Year Real Property)Attest:
RESOLUTION
4484 -15
Passed by the Common Council of the City of South Bend, Indiana
July 27,
15
20
Presented by me to the Mayor of the City of South Bend, Indiana
July 28
20 5.
Approved and signed by me 70)n 0a
City Clerk
President of Common Council
20 15.
City Clerk
RESOLUTION NO. -1 t N—(S-�
A RESOLUTION CONFIRMING THE ADOPTION OF A
DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS
WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY
KNOWN AS
5231 Dylan Drive, South Bend, IN 46628
AS AN ECONOMIC REVITALIZATION AREA FOR
PURPOSES OF A SEVEN (7) YEAR REAL
PROPERTY TAX ABATEMENT FOR
Ameriplex Superior Partners, LP
WHEREAS, the Common Council of the City of South Bend, Indiana, has
adopted a Declaratory Resolution designating certain areas within the City as Economic
Revitalization Areas for the purpose of tax abatement consideration; and
WHEREAS, a Declaratory Resolution designated the area commonly known as
5231 Dylan Drive, South Bend, IN 46628 and which is more particularly described as
follows:
Lot 3 Portage Prairie Minor #5
and which has Key Number 025 -1009- 014605 be designated as an Economic
Revitalization Area; and
WHEREAS, notice of the adoption of a Declaratory Resolution and the public
hearing before the Council has been published pursuant to Indiana Code 6 -1.1- 12.1 -2.5;
and
WHEREAS, the Council held a public hearing for the purposes of hearing all
remonstrances and objections from interested persons; and
WHEREAS, the Council has determined that the qualifications for an economic
revitalization area have been met.
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of
South Bend, Indiana, as follows:
SECTION I. The Common Council hereby confirms its Declaratory Resolution
designating the area described herein as an Economic Revitalization Area for the
purposes of tax abatement. Such designation is for Real Property tax abatement only and
is limited to two (2) calendar years from the date of adoption of the Declaratory
Resolution by the Common Council.
SECTION II. The Common Council hereby determines that the property owner is
qualified for and is granted a real property tax deduction for a period of (7) years as
shown by the attachment pursuant to Indiana Code 6- 1.1- 12.1 -17 and further determines
that the petition, the Memorandum of Agreement between the Petitioner and the City of
South Bend, and the Statement of Benefits comply with Chapter 2, Article 6, of the
Municipal Code of the City of South Bend and Indiana Code 6- 1.1 -12 et seg.
SECTION III. This Resolution shall be in full force and effect from and after its
adoption by the Common Council and approved by the Mayor.
Member of t Co on Council
PRESLIMI) -� -2-. -\ )-
NOT APPRO
ADOPTO
Filed In Clerk's Office
JUL - 8 2015
JOHN VOORDE
CITY CLERK, SOUTH BEND, IN
227 W. JEFFERSON BOULEVARD
SUITE 1400 S.
SOUTH BEND, IN 46601 -1830
July 7, 2015
CITY OF SOUTH BEND PETE BUTTIGIEG, MAYOR
COMMUNITY INVESTMENT
SCOTT FORD, EXECUTIVE DIRECTOR
Council Member Gavin Ferlic, Chairperson
Community Investment Committee
South Bend Common Council
4th Floor, County City Building
South Bend, IN 46601
RE: Updated Real Property Tax Abatement Petition for:
Ameriplex Superior Partners, LP
Dear Council Member Ferlic:
PHONE: 574 /235 -9371
FAx: 574/235 -9021
Please accept this letter as a request to bring the Ameriplex Superior Partners, LP real
property tax abatement petition back to the Committee and Council under `unfinished
business'. An updated filing was made regarding the real property tax abatement petition
for Ameriplex Superior Partners, LP. The following information was amended from the
original filing:
➢ Petition for Incentives — On page 2, the number of full time and part time minority
and/or female employees for 1/14 -12/14 was corrected. The original petition
showed only the new hires for 2014. The corrected petition adds the new hires in
2014 to the 2013 numbers to arrive at a "total ", per the instructions
➢ Petition for Incentives — On page 3, item #1 Construction Related (Contractors) was
amended from the original petition that listed each item as "TBD"
➢ Declaratory and Confirming Resolutions were changed from "up to seven (7) years"
to "seven (7) years"
➢ Statement of Benefits Form SB- l/Real Property — Number of additional jobs
corrected from 12 to 8, which matches the Petition for Incentives
In addition, the following clarifications are needed
➢ Assessed Value of property
o The current assessed value of the property is $3,253,100
➢ Real Property Taxes
Year Taxes Assessed Less Current Abatement
Taxes Due
2015 $121,154
$83,861
$37,293
2014 $121,154
$109,475
$11,679
2013 $386 (farm land)
$0
$386
2012 $355 (farm land)
$0
$355
2011 $310 (farm land)
$0
$310
PLANNING NEIGHBORHOOD ENGAGEMENT BUSINESS DEVELOPMENT ECONOMIC RESOURCES
JITIN KAIN PAMELA C. MEYER CHRIS FIELDING BROCKZEEB
Should you or any of the other Council members have any questions or need additional
information, please feel free to call me at 235 -9339.
Sincerely,
177le'o
Brock Zeeb
Director Economic Resources
Filed in CMPrk's Office
"Ll -7 2015
JOw 9{S CA5 3
CITY CLER& 3OU4'H BEND, IN
i
UPD4 TEp
City of South Bend
Petition for Incentive
a4�Tr,a;
Hasany5e3fundingbeen Whatis the value of equipment beingpurihaselfn
receWetl7 mdlana for Me project? �
WlrHbthevalueofa Cry equipmem project
Purchased from out ofsbte for the pro)ett7
petition must Include a$250frlingfeepayable to the City Clerk's Office or online via the City's weasite at
.
http:// southbendin .gov/govemmenUrontenUtmx botementbefore processing can be complete
1A6,
General Information Project Name
Legal name as registered with Secretary of Ameriplex Superior Partners, L.P.
easiness strucrure Limited Partnership
[ompany vretislte www.holladayproperties.00m
Proposed Project Information
Proposed PmjeZddresz
5231 Dylan Drive
Parerd com a
p m name Holladay Properties
clt0tate,2ip
South Band, IN
legal owner
Ameriplex Superior Partners, LP
Site screageorarreagerequired
11,659 acres
is thereat estate . owned or
eased
Square feet offaci ty
Primary Contact Information
104.412sfexisting; 60,770sf addition
If leased by whom Hubbell Electrical
Prlmarycompanycuntactnama
Manetle Te P e
Tkie
SVP Development
Address of company contact
227 S. Main Street Suite 200
Phone 574- 2174505
City, State, Ap South Bend, IN 46601.
Email mtepe@h011adayproperties.com
Senior Official
Companysenior official name Chris Hildebrandt
Thle
VP /GM
Address ofcompanyomm4 O1di6eremtfrom
3902 West Sample Street
Phone $74- 283 -4289
City. State, ZIP South Send, IN 46634
Consultant Information/Agent
Email childebrandt@hep.hubbedcom
Hired business comuitant/agent name
Cotmu,mtrdease (y /N)
Address
Local economic development partners
a Covet N
Cry, State, Zlp
EmaO
Project Overview
Brief description of yaw
This is a building addition to the existing Hubbell Electrical facility located within the City in the northwest industrial park
company, project, and why the
AmeriPlex. Hubbell has acquired another business outside of Indiana and desires to bring the operation into Indiana at the
propertyisnecassaryfor
existing building. In order to accomplish Nis, the addition is required.
emnomicgrowth
Filed in Office
1015
44r s_
JOH4.4 1Gt RML
CITY CLERK, SOUTH BEND, IN
Certified Technology Park appropriate
No
Community RevitaBntion Enhancement
No
Cerdfythatthe BUlldmq;P.fthWnotbeen
N
Nu mberofresldemialuN is seated by ... -.
Issued (Y/141
WA
"is Is Petition for personal property tax abatemem ,ties
the ul me,tbeenbnstalled
WA
Investment Details
Public lnfrasUUGUre needs (Off-
site of projeRln dolWrs)
Hasany5e3fundingbeen Whatis the value of equipment beingpurihaselfn
receWetl7 mdlana for Me project? �
WlrHbthevalueofa Cry equipmem project
Purchased from out ofsbte for the pro)ett7
WA
No
0
$210,000
New Proiect Investments
Calendar Year
4nd Acquisition
Building Lease Payments
Building Purchase Casts
New Building Construction
Existing Building Improvements
New Machinery & Equipment
Special Tooling/Retooling
New Furniture /Fixtures
NmComputer /Ir Hardware
New Soltware
On -site Rail Infrastructure
Onsba Flberinfrastructure
TOTAL
2015
so
2016
$0
o
so
t 18
$0
2019
so
2020
so
2021
2022
$ 382,000
$ 683,000
5 595,000
$ 606,000
S 619,000
$ 631.000
so
$o
$0
50
s0
$0
$2,100,000
50.
s0
$o
so
$0
53,500.000
$0
s0
$0
$0
s0
$0
$0
50
s0
$0
s0
s0
$0
50
$0
$0
$0
S210.00
s0
$0
$0
s0
$0
$0
$0
so
$0
$0
$0
$0
$0
so
s0
$0
s0
S0
$0
$0
s0
so
$0
$0
$0
$0
so
$0
$0
Full-Time Permanent Indiana-Resident Positions by Calendar Year
Calendaryem, Jobaretalned 'TOtalhourly Cumulahre #of net NEW full time
wagew /o pentanentjobscreatedatpmJect
fringe ar
bonuses
Haurlyaveraeewage , w/o
beneftsorbonwo of
comulad"netnew Jobs
Tote mining Totil#0be
expenditure, trained -not
not umulad"
cumulative
2015 62 $1,945,308 8
15
$1,292 8
2016
2017
20M
2019
2020
2021
2022
2023
2024
;PMti.e
2025
2026
Full time
Laborers
$16.15
Technical
Managerial
Admintstrativa
o Wit be the Indfuldual responsible or coodflarating vdth Jennder Jellison
WorhOne On resulting?
Does your company have an EEO hiring poky? Yes
Are you an EEO employer?
Yes
three
vea Year 8/13 -12173 1/1 1YE14
g,_ .
Please describe your commitment to
diumsityandlnclustonbydetaMm your
outresch and rewkmenteflartsforthe[=
threeyearsaswellasartentpolides.
Full Thne
Black 17
Part Time
FUM
X19
PartTime
FuBTlme
Partnme
Hispanic 4
�4 -;
Asian 0
'2
Indian 0
0
Female 13
16
Other 0
Complete below for Real or Personal Property Tax Abatement only.
Please sign for all requested incentives.
Public Benefit Item:
Information is required on both the construction companies and the
companies which will provide materials purchased for this project.
Please complete the table below with the appropriate information. H es or N
you qualify for the points, please enter the full amount of available (Yes o No)
points.
Earned Points
-
Available Points
1
Construction Related (Contractors):
A.
Employ Local Companies (75%)
Yes
1010
20
B.
Purchase Materials from Local Companies 175 %) -
Yes
1 act
20
C.
Require Employees vs. Independent Contractors
Yes
19
D.
Require Prevailing Wage (Davis Bacon)
/VC
22
E.
Require Health Benefits
Yes
as
22
F.
Require Pension Benefits
Yes
$
18
G.
Maintain Affirmative Action Plan
Yes
o`t0
20
Sub -total Construction Related:
/
141
2
Wage& Benefit Related(Cwnerl:
A.
Pay Target Wage Levels
33
33
B.
Provide Health Benefits
3 y
34
C.
Provide Pension Benefits
pZ
29
D.
Provide Tralning
a$
28
E.
Provide Child Care
15
F.
Provide Transportation Assistance
14
G.
Provide Employer Assisted Housing program
9
Subtotal Wage 8, Benefit Related:
hp A-
162
3
Workforce Related:
A
Create New lobs
Z/.Q
42
B.
Retain Existing Jobs
I q/
41
C.
Maintain Affirmative Action Plan
$$
35
D.
Provide Targeted Hiring Preference
34
Subtotal Workforce Related:
152
4
Support a Municipal Facility:
A.
Support a SE, Municipal Facility (donations to the
zoo, conservatory, museum, etc)
O
8q
84
Name of Facility
Sub -total Municipal FadUT.
g
84
Sub -total from Above:
y(/.S
539
The undersigned owners) 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, at se g. and
South Bend Municipal Code Sec 2 -76 et seci.• for this petition state the above.
6 -25-ts
What is the current assessed value?
Real Property.
$3,253,100
Personal Property.
$10248209
What is the projected assessed value?
Real Property:
$4,753,100
Personal Property:
$15,000,000
What is the tax key number for this project?
025- 1009-014605
What Is sir digit NAILS Bade?
Please attach a Google map and street viear of the location.
Please list the amount of reel and personal property taxes
paid for the tart five years when applicable.
Real Property Taxes:
Personal Property Taxes:
Year One
$11,679.58
$46,312
YearTwo
$386.44
Year Three
$355.08
Year Four
$310.22
Year Five
a
Staff Use Please fill out the Public Benefit Summary Information and
YorN
add to the total from above.
Points Points
Public Benefit Item:
Protect Related• --
5
A. J
Redevelop a Site that has Special Needs
49
B.
Develop Based on LOCal University Research
35
C.
Achieve a Physiol Element of a Plan
3
36
Sub -total Project Related:
0 3tp
120
6
Super
Size Projects (twin values are armulativel:
25
A.
100% to 199%
-
B.
200% to 299%
68
C.
300% to 399%
65
D.
400% and Over
52
Sub-total Super Size Projects:
0
210
- 7
Pay for Munichal Infrastructure:
A.
Pay for Oversizing or Upgrading
14
B.
Pay for 26-50% of Extension Cost
26
C.
Pay for 51 -75% of Extension Cost
39
D.
Pay for 76 -300% of Extension Cost
52
Sob -total Infrastructure Related:
0 131
Total from Applicant Section:
12f+ y7s
539
Total from Staff Section:
0 3(v
1426
461
Total Public Benefit Points:
$
100D
TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND:
Your Committee of the Whole, to whom was referred:
BILL NO.
15 -72 A RESOLUTION CONFIRMING THE ADOPTION OF A
DECLARATORY RESOLUTION DESIGNATING CERTAIN
AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA,
COMMONLY KNOWN AS 5231 DYLAN DRIVE, SOUTH
BEND, IN 46628 AS AN ECONOMIC REVITALIZATION
AREA FOR PURPOSES OF A SEVEN (7) YEAR REAL
PROPERTY TAX ABATEMENT FOR AMERIPLEX
SUPERIOR PARTNERS, LP
Respectfully report that they have examined the matter and that in their opinion,
this bill is being recommended to the full Council with a favorable
recommendation.
This bill was heard by the Community Investment Committee.
Karen L. White
Chairperson, Committee of the Whole