HomeMy WebLinkAboutCONFIRMING TAX ABATEMENT - Mossberg & Company, Inc - 301 E. Sample St., South Bend, IN 46601 - Five (5) YR PersonalRESOLUTION
No. 4524 -16
Passed by the Common Council of the City of South Bend, Indiana
January 11, 1 20 16 .
Attest:
City Clerk
Attest- President of Common Council
Presented by me to the Mayor of the City of South Bend, Indiana
January 11,
20 16
Approved and signed by me �d�ii/�'Y� l.S 20 Z .
City Clerk
F2 II NO- )4--02
RESOLUTION NO.
A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY
RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF
SOUTH BEND, INDIANA, COMMONLY KNOWN AS
301 East Sample Street, South Bend, IN 46601
AS AN ECONOMIC REVITALIZATION AREA FOR
PURPOSES OF A FIVE (5) YEAR PERSONAL
PROPERTY TAX ABATEMENT FOR
Mossberg & Company, Inc.
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 301 East
Sample Street, South Bend, IN 46601 and which is more particularly described as follows:
Business Personal Property
and which has a Key Number to be assigned be designated as an Economic Revitalization Area;
and
WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing
before the Council has been published pursuant to Indiana Code 6 -1.1- 12.1 -2.5; and
WHEREAS, the Council held a public hearing for the purposes of hearing all
remonstrances and objections from interested persons; and
WHEREAS, the Council has determined that the qualifications for an economic
revitalization area have been met.
NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South
Bend, Indiana, as follows:
SECTION I. The Common Council hereby confirms its Declaratory Resolution designating the
area described herein as an Economic Revitalization Area for the purposes of tax abatement. Such
designation is for personal property tax abatement only and is limited to 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 personal property tax deduction for a period of five (5) 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 sea.
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.
M -,,
� r r:
Member of the Common Council
Filed in Clerk's Office
CITY C ERKJ d�ORDE,
IERK ; ® -� EEND, IN �
227 W. JEFFERSON BOULEVARD
SUITE 1400 S.
SOUTH BEND, IN 46601 -1830
December 9, 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
PHONE: 574/235 -9371
FAx:574/235 -9021
RE: Personal Property Tax Abatement Petition for: Mossberg & Company, Inc.
Dear Council Member Ferlic:
Please find the attached information pertaining to a personal property tax abatement
petition for Mossberg & Company, Inc.:
➢ Department of Community Investment's summary report
➢ Copy of the petition
➢ Statement of Benefits form
➢ Supporting information.
The report contains the Department's findings relative to the above petition. Mossberg &
Company, Inc. will be investing approximately $490,000 towards new machinery and
equipment to help maintain their current market segments and expand to other areas. The
project meets the qualifications for a (5) five year personal property tax abatement and a
representative - from Mossberg & Company, Inc. will be available to meet with the
Committee on Monday, December 14, 2015.
Should you or any of the other Council members have any questions concerning the report,
or need additional information, please feel free to call me at 235 -9339.
Sincerely,
ock 6eb
Director Economic Resources
PLANNING NEIGHBORHOOD ENGAGEMENT BUSINESS DEVELOPMENT ECONOMIC RESOURCES
JMN KAIN PAMELA C. MEYER CHRIS FIELDING BROCK ZEEB
TAX ABATEMENT REPORT
TO: SOUTH BEND COMMON COUNCIL
FROM: BROCK ZEEB
SUBJECT: PERSONAL PROPERTY TAX ABATEMENT PETITION FOR:
Mossberg & Company, Inc.
DATE: December 8, 2015
On Tuesday, December 8, 2015, a petition from Mossberg & Company, Inc. was received
and subsequently filed with the City Clerk for personal property tax abatement
consideration for property to be located at 301 East Sample Street, South Bend, IN 46601.
Pursuant to Chapter 2, Article 6, Section 2 -84.2 of the Municipal Code of the City of South
Bend, this petition was referred to the Department of Community Investment for purposes
of investigation and preparation of a report determining whether the area qualifies as an
Economic Revitalization Area pursuant to I.C.6 -1.1 -12.1 and whether all zoning
requirements have been met.
The Department of Community Investment has reviewed the petition (a copy of which is
attached), investigated the area, and makes the following report.
PROJECT SUMMARY
➢ Mossberg & Company, Inc. will be investing approximately $490,000 towards new
machinery and equipment to help maintain their current market segments and
expand to other areas.
➢ Estimated taxes to be paid over the five year abatement period — $22,768
➢ Estimated taxes being abated over the five year abatement period — $19,268
➢ Estimated total taxes on new equipment over five year abatement period — $42,036
EMPLOYMENT IMPACT
Per the petition, it is estimated that the total project will:
➢ Create (2) two permanent, full -time and zero (0) permanent, part-time jobs during
the five year abatement period, representing a new annual payroll of approximately
$100,000
➢ Retain (99) ninety nine permanent full-time jobs with an annual payroll of
$5,071,500.
PLANNING NEIGHBORHOOD ENGAGEMENT BUSINESS DEVELOPMENT ECONOMIC RESOURCES
JITIN KA1N PAMELA C. MEYER CHRIS FIELDING BROCK ZEEB
ABATEMENT QUALIFICATION
A review of the tax abatements previously granted, finds that the petitioner has not
been granted or associated with any previous abatements.
2. The Building Commissioner has reviewed the petition and finds the property to be
properly zoned for the proposed project.
3. A review of the South Bend Redevelopment designation areas finds that the property
is located in the River West Development Area.
4. A review of the Tax Abatement Ordinance No. 9394 -03 finds that the petitioner
meets the qualifications for a (5) five -year personal property tax abatement under
section 2 -84.2, Tangible Personal Property Tax Abatement.
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City of South Bend
Petition for Incentives
�o�LTrre�tio
yi n.�s r
Petition must include a $250 filing fee payable to the City Clerk's Office or online via the City's website at
http://southbendin.gov/ government /content /tax - abatement before processing can be complete
1845
General information Project Name Project Number
Legal name as registered with Secretary of Mossberg & Company, Inc.
State
Business structure Main Office
Company website www.mossbergeo.com
Proposed
-- —
Proposed project address 301 East Sample Street Parent company name Mossberg & Company, Inc.
City, state, Zip
South Bend, IN 46601
Legal owner Mossberg & Company, Inc.
Site acreage or acreage required
Approximately 2.1 acres
Is the real estate owned or Owned
Square feet of facility
Primary Contact Information
64,330
If leased by whom N/A
Primary company contact name
James Hillman
Title President & CEO
Address of company contact
301 East Sample Street
Phone 574 -289 -9253
City, State, Zip South Bend, IN 46601
Email jhiliman @mossbergco.com
Official Senior
Company senior official name Jean Crumlish
Title Director of Administration
Address of company contact (if different from Same
Phone 574 -289 -9253
City, State, Zip Same
Consultant Information/Agent
Email jcrumlish @mossbergco.com
Hired business consultant /agent name Richard Deahl
Consultant release (YIN) Y
Address
600 1st Source Bank Center
Local economic development partners
Y
approval Y N
City, State, Zip
South Bend, IN 46601 Email rdeahl @btlaw.com
Brief description of your
company, project, and why the
Founded in 1930 by Herman T. Mossberg at 302 East Tutt Street, Mossberg & Bodell Company began as a privately held
property is necessary for
printing operation. The strong tradition of quality service and products at Mossberg continues today. While Mossberg &
economic growth
Company has maintained its core commercial printing operations, we now consist of five divisions: Fulfillment and
Marketing Services, Labels and Packaging, Digital Print, MossBev, and Fine Lithography Sheet Fed Printing.
Throughout Mossberg's history, the corporate headquarters have remained at Tutt and Sample Street in South Bend. Our
main facilities have grown to their present size of 64,000 sqft, housing 99 employees and our Sheet Fed Printing and Labels
and Packaging divisions. We also lease warehouse space at 4100 Technology Drive, housing 24 employees, for our
Fulfillment and Marketing Services, MossBev, and Digital Printing divisions.
We are proposing to invest $250,000 - $300,000 in new machinery and equipment to help maintain and broaden a market
segment we serve. This investment will help us grow, which we anticipate will result in retention of our employees with the
creation of at least two new positions. We are committed to the city of South Bend, and qu
- reest that the Council approve
this request. "'
f
Certified Technology Park appropriate
No
L �a�
Community Revitalization Enhancement
Urban EnterpriZe Zone L
Di5trict
Certify that the Building Permit has not been
110
Number of residential units created by
If this is a petition for personal property tax abatement, has
the equipment been installed
NO
Public Infrastructure needs (Off - I Has any 504 funding been I What is the value of any equipment being purchased In What is the value of any equipment being
site of project in dollars) received? Indiana for the project? purchased from out of state for the project
None I No 1 $3,000.00 to $50,000.00 1 $247,000.00
Land Acquisition
Building Lease Payments
Building Purchase Costs
New Building Construction
Existing Building Improvements
New Machinery & Equipment
Tooling /Retooling
New Furniture /Fixtures
New Computer /IT Hardware
New Software
Rail Infrastructure
Fiber Infrastructure
2015
2016
2017
2018
2019
2020
2021
2022
• •
Calendar Year
Jobs retained
Total hourly
Cumulative tf of net NEW full time
Hourly average wage, w/o
Total training Total q to be
wage w/o
permanent
jobs created
at project
benefits or bonuses, of
expenditure - trained - not
fringe or
cumulative net new jobs
not cumulative
bonuses
•r rrr
•. r rrr_.
-
-
-___
$5,071,500
0
0
2016
•, •. rrr
___
$50,000.00
$4000.00+ All
-
-__
2017
2018
I •.:rrr
, :rrr
____
2019
2020
tr
1y
f
2021
Full-Time
Permanent
Indiana-Resident
Positions
by Calendar
Year [employment
for Sample Street/Project
• •
Calendar Year
Jobs retained
Total hourly
Cumulative tf of net NEW full time
Hourly average wage, w/o
Total training Total q to be
wage w/o
permanent
jobs created
at project
benefits or bonuses, of
expenditure - trained - not
fringe or
cumulative net new jobs
not cumulative
bonuses
cumulative
2015
99
$5,071,500
0
0
2016
2
$50,000.00
$4000.00+ All
2017
2018
2019
2020
tr
1y
f
2021
2022,
2023
<< -f r ,
2024
2025
2026
r r
Full time
r
r r
Part time
Laborers
Technical
Managerial
$24.00/ hour
r
Administrative
o wi
e t e Individual responsible for coordinating
wit
WorkOne on recruiting?
DOnita Zapata
Does your company have an EEO hiring pollcy?
Yes
Are you an EEO employer?
Yes
r
Please describe your commitment to
the last three
years:
diversity and inclusion by detailing your
Year
outreach and recruitment efforts forthe last
2013
2014
2015
three years as well as current policies.
Full Time
Part Time
Full Time
Part Time
Full Time
Part Time
Black
5
0
4
0
6
0
Mossberg & Company is an equal
opportunity y
Hispanic 1
0
4
0
2
0
decisions are balsed on merit and need
and not on race, color, citizenship
Asian 0
0
0
0
0
0
status, national origin, gender, age,
religion, disability, sexual orientation, or
any other status protected by laud. We
continue to recruit through various broad
means, to broaden our reach and pool
of interested applicants.
Indian 0
0
0
0
0
0
Female 25
0
25
1
28
1
Other 73
1
66
1
63
1
Public Benefit Item:
Information is required on both the construction companies and the
companies which will provide materials purchased for this project.
Please complete the table below with the appropriate information. If
you qualify for the points, please enter the full amount of available
_ - -- - - Points.--- - - - - -- -- -
Qualify (Yes or No)
Earned Points
_ J
Available Points
Yes
1
Construction Related (Contractors):
28
A.
Employ Local Companies (75 %)
N/A
20
B.
Purchase Materials from Local Companies (75 %)
N/A
20
C.
Require Employees vs. Independent Contractors
N/A
19
D.
Require Prevailing Wage (Davis Bacon)
N/A
22
E.
lRequire Health Benefits
N/A
22
F.
Require Pension Benefits
N/A
18
G.
Maintain Affirmative Action Plan
N/A
20
Sub -total Construction Related:
0
141
2
3
4
A. Pay Target Wage Levels
B. Provide Health Benefits
C. Provide Pension Benefits
D. Provide Training
E. Provide Child Care
F. Provide Transportation Assistance
G. Provide Employer Assisted Housing program
Sub -total Wage & Benefit Related:
Workforce Related:
A. Create New Jobs
B. Retain Existing Jobs
C. Maintain Affirmative Action Plan
D. Provide Targeted Hiring Preference
ISub-total Workforce Related:
Support a Municipal Facility:
Support a SB Municipal Facility (donations to the
A. zoo, conservatory, museum, etc.)
Name of Facility
Sub -total Municipal Facility:
Sub -total from Above:
Yes
33
Yes
34
Yes
29
Yes
28
124
Yes 42
Yes 41
No
No
83
33
34
29
28
15
14
9
162
42
41
35
34
152
Yes I I 84
St. Joseph County Bridges Out of Poverty, South Bend 150, Real
84
207 539
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 ab;;Zecl, consideration and pursuant to I.C., 6 -1.1- 12.1 -1, et seq., and
en
South d Municipal Code S c. for this petition state the above.
1 /
What is the current assessed value?
Real Property:
$590,300
Personal Property:
$5,448,540
What is the projected assessed value?
Real Property:
$590,300
Personal Property:
Reg. 16
What Is the tax key number for this project?
Tax ID Number: 71- 018- 06830 -00; Properly Number: 71- 126 - 06830 -00
What is the six digit NAILS code?
323111 Commercial Printing
Please attach a Google map and street view of the location.
See Attachment 41
Please list the amount of real and personal property taxes
paid for the last five years when applicable.
Real Property Taxes:
Personal Property Taxes:
Year one 2015
$21,330
$168,559
Year Two 2014
$17,237
$183,274
Year Three 2013
$16,994
$198,133
Year Four 2012
$16,111
$195,986
Year Five 2011
$16,306
$202,241
Staff Use
Please fill out the Public Benefit Summary Information
Only
and
Y or N
add to the total from above.
Points Points
Public Benefit Item:
Project Related:
5
A.
Redevelop a Site that has Special Needs
49
B.
Develop Based on Local University Research
35
C.
Achieve a Physical Element of a Plan
36
F-
Sub -total Project Related:
0
120
6
Super Size Projects (point values are cumulative):
25
A.
100% to 199%
B.
200% to 299%
68
C.
300% to 399%
65
D.
400% and Over
52
ISub-total
Super Size Projects:
0
210
7
Pay for Municipal Infrastructure:
A.
Pay for Oversizing or Upgrading
14
B.
Pay for 26 -50% of Extension Cost
26
C.
Pay for 51 -75% of Extension Cost
39
D.
Pay for 76 -100% of Extension Cost
52
Sub- totallnfrastructure Related:
0
131
Total from Applicant Section:
207
539
Total from Staff Section:
0
461
Total Public Benefit Points:
207
1000
I) How do I pay my petition filing fee?
Your petition filing fee can be paid either in person or via mail to: Or online via paypal at:
City Clerk's Office http: / /Southbendin.gov /government/
Attn: Deputy City Clerk content /tax- abatement
227 West Jefferson Blvd.. Suite 400 S
South Bend, Indiana 46601
2) Certified Technology Park appropriate? (Page one, under project overview)
In the South Bend area there are only two Certified Technology Parks, Innovation Park and Ignition Park. If
your property is not located in either then the answer would be no.
3) Community Revitalization Enhancement District? (Page one, under project overview)
The map below outlines the CRED area, please check to see if you fall within the boundaries.
r
H CREeD District Boundaryi
_ _.. South
Gra South
ce ' —
Ford O /n'er P/oK;a
Jc n
:I Poland
Dunham. -t
Esher 3 -Tutt Tutt -
Sample._.
C.
a - _
6 Kerr c - Ohio -
_ Garst -
m
Q` Ignition _ Stull
iiE
c
c o Broadway_
U -
t
_ c
_.. -.
Edwar Y d — Haney
FS
Legend a- a E_ ,_ N
° __ ni Indiana >• A -
QCREeD Oistnd _. a Indiana ` U u = E
t• - -- ,,N \`
3
South Bend Parcels
4) Has any 504 funding been received? (Page one, under investment details)
504 Funding is a loan that come from the Small Business Administration. This funding must be applied for to be
received.
5) Total training expenditure - not cumulative (Page two, under full time Indiana resident positions)
The amount of money to be spent per year on training over the course of the project.
6) Total number to be trained - not cumulative (Page two, under full time Indiana resident positions)
The amount of people that you will train per year over the length of the project.
If you have any additional questions that are not addressed by this document, please contact Sarah Heintzelman in the
Department of Community Investment of 574.235.5842 or email at sheintzePsouthbendin.gov
Attachment #1: City of South Bend Petition for Incentives Application
Mossberg & Company, Inc. - `9 ZU15
301 East Sample Street, South Bend, IN 46601
November 30, 2015
STATEMENT OF BENEFITS
UW. PERSONAL PROPERTY
State Form 51764 (R2/ 12 -11)
Prescribed by the Department of Local Government Finance
INSTRUCTIONS:
FORM SB -1 / PP
PRIVACY NOTICE
The cost and any specific individual's
salary information is confidential; the
balance of the filing is public record
per IC 6- 1.1- 12.1 -5.1 (c) and (d).
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. "Projects" planned or committed to after July 1, 1987,
and areas designated after July 1, 1987, require a STATEMENT OF BENEFITS. (IC 6 -1.1 -12.1)
2. Approval of the designating body (City Council, Town Board, County Council, etc.) must be obtained prior to installation of the new manufacturing equipment
and /or research and development equipment and /or logistical distribution equipment and /or information technology equipment, BEFORE a deduction may
be approved
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 March 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 March 1 and the extended due date of that year
4. Property owners whose Statement of Benefits was approved after June 30, 1991, must submit Form CF -1 / PP annually to show compliance with the
Statement of Benefits. (1C 6 -1.1- 12.1 -5.6)
5. The schedules established under 1C 6 -1.1- 12.1- 4.5(d) and (e) apply to equipment installed after March 1, 2001, unless an alternative deduction schedule is
adopted by the designating body (1C 6- 1.1- 12.1 -17).
SECTION •- •
Name of taxpayer
Mossberg & Company, Inca.
st t
30 dEast Sampl epStreeI�n5outhe�e^nddlNreb�60 ty, state, and Z!P code)
Name of contact person
James Hillman
Telephone
p one number
574-269 -9253
Name of designating body
South Bend Common Council
Resolution number (s)
Location of property
301 East Sample Street, South Bend, IN 46601
County
DLG DLG F laxin g district number
St. Joseph
Description of manufacturing equipment and /or research and development equipment
and /or logistical distribution equipment and /or information technology equipment.
ESTIMATED
START DATE
COMPLETION DATE
(use additional sheets if necessary)
Manufacturing Equipment
1/1/2016
3/1/2017
R & D Equipment
Mossberg & Company, Inc. proposes to Invest in new manufacturing/bindery equipment
Logist Dist Equipment
IT Equipment
99urrent number Salaries Number retained Salaries Number additional
$5,071,5DD/yr 99 $5,071,500/yr
Salaries
2
$100,000 /year
NOTE: Pursuant to IC 6 -1.1- 12.1 -5.1 (d) (2) the MANUFACTURING R & D EQUIPMENT LOGIST DIST
EQUIPMENT
if EQUIPMENT
EQUIPMENT
COST of the property is confidential. COST ASSESSED D COST ASSESSED D COST ASSESSED
VALUE
COST
ASSESSED
VALUE
Current values 18,161,806 $5,448,540
Plus estimated values of proposed project
$25DM$3DOM
Reg. 16
Less values of any property being replaced
0
0
Net estimated values upon completion of project
18,411,806+
Reg. 16
Estimated solid waste converted (pounds)
Estimated hazardous waste converted (pounds)
Other benefits:
CERTIFICATION SECTION 6 TAXPAYER
I Wr.Qby certify that the representations in this statement are true.
Signalur of a horized repre a la' a
Title
Date signed (month, d y, year
t'VEIV�
President & CEO
` _
( / Page 1 of 2
V
We have reviewed our prior actions relating to the designation of this economic revitalization area and find that the applicant meets the general standards
adopted in the resolution previously approved by this body. Said resolution, passed under IC 6- 1.1- 12.1 -2.5, provides for the following limitations as
authorized under IC 6 -1.1- 12.1 -2.
A . The designated area has been limited to a period of time not to exceed calendar years * (see below). The dale this designation expires
is
B . The type of deduction that is allowed in the designated area is limited to:
1. Installation of new manufacturing equipment; H3 Yes 93 N o
2. Installation of new research and development equipment; IM Yes U N o
3: installation of new logistical distribution equipment. _ U Ye s C N o
4. Installation of new information technology equipment; 97Ye s []No
C. The amount of deduction applicable to new manufacturing equipment is limited to $
D. The amount of deduction applicable to new research and development equipment is limited to $
E . The amount of deduction applicable to new logistical distribution equipment is limited to $
F. The amount of deduction applicable to new information technology equipment is limited to $
G. Other limitations or conditions (spec'fy)
cost with an assessed value of
cost with an assessed value of
cost with an assessed value of
cost with an assessed value of
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 on or after July 1, 2000, is allowed for:
0 1 year ❑ 6 years *" For ERA's established prior to July 1, 2000, only a
2 years ❑ 7 years 5 or 10 year schedule may be deducted.
113 years ❑ 8 years
4 years ❑ 9 years
a 5 years '* ❑ 10 years-
13
I. Did the designating body adopt an alternative deduction schedule per IC 6 -1.1- 12.1 -17? m Yes No
If yes, attach a copy of the alternative deduction schedule to this form.
Also we have reviewed the information contained in the statement of benefits and rind 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) Telephone number Date signed (month, day, year)
Attested by: Designated body
* If the designating body limits the time period during which an area is an economic revitalization area, it does not limit the length of time a taxpayer is
entitled to receive a deduction to a number of years designated under IC 6 -1.1- 12.1 -4.5
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