HomeMy WebLinkAboutagenda item 2016 0324 rdc complete packetSouth Bend
Redevelopment Commission
227 West Jefferson Boulevard, Room 1308, South Bend, Indiana
Agenda
Regular Meeting, March 24, 2016, 9:30 a.m.
1. Roll Call
2. Approval of Minutes
A. Minutes of the Regular Meeting of Thursday, March 10, 2016
3. Approval of Claims
A. Claims Submitted March 24, 2016
4. Old Business
5. New Business
A. Receipt of Bids
(1) Receipt of Bids for Property at Hamilton Towing Block
B. Other
(1) Approval of Resolution No. 3334 Honoring Scott C. Ford for His
Outstanding Service to the City of South Bend
C. River West Development Area
(1) Approval of Resolution No. 3332 Setting the Disposition Offering Price for
Property in the 300 Block of S. Lafayette (Parking Lot North of Schillings)
(2) Approval of Bid Specifications and Design Considerations for Property in
300 Block of S. Lafayette (Parking Lot North of Schillings)
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574- 235 -9371 1 FAX: 574- 235 -9021 1 SOUTHBENDIN.GOV
(3) Authorization to Publish the Notice of Intended Disposition of Property
with Publication Dates of April 1, 2016 and April 8, 2016 for Property in
the 300 Block of S. Lafayette (Parking Lot North of Schillings)
(4) Approval of Resolution No. 3333 Setting the Disposition Offering Price for
Property in the 500 Block of S. Lafayette and Main (Old Studebaker
Museum Block)
(5) Approval of Bid Specifications and Design Considerations for Property in
500 Block of S. Lafayette and Main (Old Studebaker Museum Block)
(6) Authorization to Publish the Notice of Intended Disposition of Property with
Publication Dates of April 1, 2016 and April 8, 2016 for Property in the 500
Block of S. Lafayette and Main (Old Studebaker Museum Block)
(7) Approval of Purchase Agreement for Sale of Land ( Schillings Property)
(8) Approval of Second Amendment to Development Agreement for JSK
Development (former College Football Hall of Fame Property)
(9) Approval of Downtown Utility Infrastructure Agreement
(10) Approval of Resolution No. 3335 Approving Amendments to Agreements
with Lippert Components Manufacturing, Inc.
(11) Economic Development Update
6. Progress Reports
A. Tax Abatement
B. Common Council
C. Other
7. Next Commission Meeting:
Thursday, March 24, 2016, 9:30 a.m.
8. 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.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574- 235 -9371 1 FAX: 574- 235 -9021 1 SOUTHBENDIN.GOV
W
SOUTH BEND REDEVELOPMENT COMMISSION
REGULAR MEETING
March 10, 2016
9:30 a.m.
Presiding: Marcia Jones, President
227 West Jefferson Boulevard
South Bend, Indiana
The meeting was called to order at 9:31 a.m.
1. ROLL CALL
Members Present:
Members Absent:
Legal Counsel:
Redevelopment Staff
Marcia Jones, President
Don Inks, Secretary
Gavin Ferlic
John Anella
David Varner, Vice President
Greg Downes
Benjamin Dougherty, Esq.
David Relos, Associate II
Tracy Oehler, Recording Secretary
Others Present: Scott Ford, Executive Director
Brian Pawlowski, Assistant Executive Director
John March, Associate
Roger Nawrot, Assistant City Engineer
David Rafinski
Conrad Damian
Erin Blasko
2. APPROVAL OF MINUTES
A. Approval of Minutes of the Regular Meeting of Thursday, February 22, 2016
Upon a motion by Secretary Inks, seconded by Commissioner Ferlic the motion carried
3 -0 (Vice President Varner and Commissioner Downes absent), the Commission
approved the Minutes of the Regular Meeting of Thursday, February 22, 2016.
B. Approval of Minutes of the Special Meeting of Wednesday, March 2, 2016
Upon a motion by Secretary Inks, seconded by Commissioner Ferlic the motion carried
3 -0 (Vice President Varner and Commissioner Downes absent), the Commission
approved the Minutes of the Special Meeting of Wednesday, March 2, 2016.
South Bend Redevelopment Commission
Regular Meeting — March 10, 2016
Page 2
3. APPROVAL OF CLAIMS
A. Claims Submitted March 10, 2016
324 Fund River West Development Area
South Bend Tribune
US Bank
Indiana Department of Environmental
South Bend Tribune
RealAmerica
Hull & Associates Inc.
Kolata Enterprises
Weaver Boos Consultants
DLZ
422 Fund West Washington Development TIF
Lehman & Lehman
429 Fund River East Development Area
Abonmarche
430 Fund South Side TIF Area No. 1
Policemen's Federal Credit Union
St. Joseph's County Treasurer
Sandra J. Case
EB Entertainment LP
78.76
Notice to Bidders — Advanced Center for
Cancer Care Equipment Purchase
198,500.00
Debt Service Payment Lease Rental Rev
Refunding Bonds, Series 2013 Century
Center
487.50
Remediation Agreement
78.02
Nello Corporation Equipment Purchase
30,726.00
LaSalle Apartments
4,295.76
Oliver Industrial Park & Ignition Park
2,002.50
Professional Services
3,427.00
Ivy Tower
27,210.00
Engineering
4,231.25 City Cemetery Master Plan
0 11 I;
26,418.91
383.84
45,697.25
1,150.00
$345,636.79
Colfax & Hill Drainage Improvements
Payoff Mortgage of parcel No. 6 Sandra J.
Case 3814 S. Michigan St.
Payoff Taxes on Parcel No. 6 Sandra J.
Case 3814 S. Michigan St.
Purchase of Parcel No. 6 Sandra J. Case
3814 S. Michigan St.
Payment for Temporary Right -of -Way Parcel
No. 5 XB Entertainment LP 225 Chippewa Ave.
Upon a motion by Commissioner Ferlic, seconded by Secretary Inks the motion carried 3 -0
(Vice President Varner and Commissioner Downes absent), the Commission approved the
claims submitted March 10, 2016.
4. OLD BUSINESS
None.
5. NEW BUSINESS
A. River West Development Area
(1) Approval of Resolution No. 3331 Approving the Transfer of Temporary Right -
of -Way for Use in Connection with the Smart Streets Project (South Bend
Board of Public Works)
South Bend Redevelopment Commission
Regular Meeting — March 10, 2016
Page 3
Mr. Nawrot stated the temporary right -of -way is on Main Street and the back side of
the Morris Performing Arts Center to ensure the semi - trucks are not driving over the
sidewalks.
Upon a motion by Secretary Inks, seconded by Commissioner Ferlic the motion
carried 3 -0 (Vice President Varner and Commissioner Downes absent), the
Commission approved Resolution No. 3331 approving the transfer of temporary
right -of -way to the South Bend Board of Public Works for use in connection with the
Smart Streets Project.
President Jones requested Items 5.A.(2), 5.A.(3), and 5.A.(4) be considered simultaneously as
they pertain to the disposition of property at 122 S. Michigan Street.
Mr. Relos stated this is the site of South Bend Chocolate Cafe (SBCC), which the Commission
entered into a Lease and Development of Real Property with in December 1997. The lease
term is for 20 years with two five -year consecutive irrevocable options to renew. The building
was in need of significant improvements, which SBCC made and per Section 3.07 of the
Lease, retains ownership rights of the improvements and would be compensated the
difference between fair market value of the property in 1997 versus a future current appraised
value. SBCC desires to remain at its downtown location and to become the owner of the space
it occupies. This would also eliminate the Commission's potential liability.
(2) Approval of Resolution No. 3330 Establishing the Offering Price of Property
(122 S. Michigan Street)
Upon a motion by Commissioner Ferlic, seconded by Secretary Inks the motion
carried 3 -0 (Vice President Varner and Commissioner Downes absent), the
Commission approved Resolution No. 3330 establishing the offering price of
property located at 122 S. Michigan Street.
(3) Approval of Bid Specifications and Design Considerations for Property (122 S.
Michigan Street)
Upon a motion by Commissioner Ferlic, seconded by Secretary Inks the motion
carried 3 -0 (Vice President Varner and Commissioner Downes absent), the
Commission approved the bid specifications and design considerations for property
located at 122 S. Michigan Street.
(4) Authorization to Publish the Notice of Intended Disposition of Property with
Publication Dates of March 18, 2016 and March 25, 2016 for Property (122 S.
Michigan Street)
Upon a motion by Commissioner Ferlic, seconded by Secretary Inks the motion
carried 3 -0 (Vice President Varner and Commissioner Downes absent), the
Commission approved the authorization to publish the Notice of Intended Disposition
South Bend Redevelopment Commission
Regular Meeting — March 10, 2016
Page 4
of Property with publication dates of March 18, 2016 and March 25, 2016 for
property located at 122 S. Michigan Street.
(5) Approval of Certificate of Completion and First Amendment to Agreement for
Sale of Land for Private Development (River Race Townhomes LLC) and
Approval of First Amendment to Agreement for Sale of Land for Private
Development (East Bank South Bend Development LLC)
Mr. Relos stated on October 15, 2010, the Commission approved the final site plan
with East Bank South Bend Development LLC (East Bank), for the construction of
six townhomes on the old Rink site at the corner of Colfax and Sycamore. These
townhomes were constructed and a Certificate of Completion was issued on April
24, 2012.
On April 10, 2012, the Commission approved the final site plan with River Race
Townhomes LLC (River Race), for the construction of ten townhomes on the old
Troeger site at the corner of Jefferson and Niles. The Agreement for Sale for this
site, entered into on June 28, 2011, called for Certificates of Occupancy to be
received within three years from this June date. During the timeframe between June
2011 and April 2012, a Combined Sewer Overflow project was being planned along
Niles north of Jefferson, which delayed site planning. Since the project construction
was completed within the three year period and Certificates of Occupancy were
issued November 2015, staff request the approval of the Certificate of Completion
for this site.
Additionally, when the Agreements for Sale for both sites were drafted, they
contained language stating no tax abatements would be sought for the property. It is
deemed the no tax abatements pledge was for the projects approved and not for
future developments that may or may not occur as there is no deed restrictions of
this type that run with the land. To encourage future development at these two sites,
it is recommended to amend the Agreements for Sale to clarify that no tax
abatements would be sought for the previously approved projects, and future tax
abatement requests could be sought for the remaining subdivided parcels.
Upon a motion by Secretary Inks, seconded by Commissioner Ferlic the motion
carried 3 -0 (Vice President Varner and Commissioner Downes absent), the
Commission approved the Certificate of Completion and First Amendment to
Agreement for Sale of Land for Private Development with River Race Townhomes
LLC and approved the First Amendment to Agreement for Sale of Land for Private
Development with East Bank South Bend Development LLC.
(6) Approval of Budget Increase for the Hall of Fame Site
Mr. Pawlowski stated on July 13, 2015, a budget of $700,000 was established in
connection with a new development at the former Hall of Fame site. As the plans for
the project have progressed, there is a need for additional design work regarding
South Bend Redevelopment Commission
Regular Meeting — March 10, 2016
Page 5
utility relocation in connection with the overall site plan. Jones Petrie Rafinski has
provided a quote of $118,000, which a portion of will be allocated against the current
development agreement. Staff is requesting an increase to the original budget in an
amount not -to- exceed $90,000.
Upon a motion by Secretary Inks, seconded by Commissioner Ferlic the motion
carried 3 -0 (Vice President Varner and Commissioner Downes absent), the
Commission approved the budget increase for the Hall of Fame Site in an amount
not -to- exceed $90,000.
6. PROGRESS REPORTS
Mr. Pawlowski announced the City and Jones Petrie Rafinksi (JPR) have been in
negotiations regarding the Schillings building. JPR is wanting to expand and will be putting
a substantial investment into the building including the corner facing the Four Winds
Stadium. Staff will have additional information at the next Redevelopment Commission
meeting.
7. NEXT COMMISSION MEETING
Thursday, March 24, 2016, at 9:30 a.m.
8. ADJOURNMENT
The meeting was adjourned at 9:47 a.m.
Aaron Kobb, Director of Economic Resources Marcia I. Jones, President
REDEVELOPMENT COMMISSION
Redevelopment Commission Claims March 24, 2015 for approval
324 RIVER WEST DEVELOPMENT AREA
Hull & Associates
St. Joe Valley Metronet, Inc.
Lawson - Fisher Associates
430 FUND SOUTH SIDE TIF AREA #1
Mordechai Aharon
DLZ
Claims
submitted
Explanation of Project
2,935.34 Extended General Consulting
9,762.00 Manufacturing Technology, Inc.
4,256.78 Consulting work; remediation at Ignition Park
765.00 Purchase of right -of -way Ireland Rd
Ireland RW Acquisition
17,719.12
3AI
Items added
after Agenda
Distributed
0.00
Total Of Both Columns 17,719.12
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RESOLUTION NO. 3334
A RESOLUTION HONORING
SCOTT C. FORD FOR EXTRAORDINARY SERVICE TO THE
SOUTH BEND COMMUNITY AND
SOUTH BEND REDEVELOPMENT COMMISSION
WHEREAS, Scott C. Ford is a committed community leader who has served the South Bend
community for the past four years as the Executive Director of Community Investment for the City of
South Bend and worked closely with the Redevelopment Commission; and
WHEREAS, during service to our community, Scott worked tirelessly to establish a level of
professionalism, accountability, and a commitment to customer service in the City's community
investment activities; and
WHEREAS, Under Scott's leadership the Department of Community Investment team obtained
an unprecedented volume of opportunities to support job creation and investment in the community,
with over 2,500 new jobs announced and $364 million in private investment during his tenure; and
WHEREAS, Scott lead the department in the development and implementation of many critical
projects with substantial community impact such as: the Notre Dame Turbomachinery Lab, Nello
Manufacturing campus, Union Station Technology Center and the Noble Americas Ethanol Plant; and
WHEREAS, Scott's foresight and ingenuity led to the successful repurposing of several key
downtown South Bend assets such as the LaSalle Hotel, Hoffman Hotel, College Football Hall of Fame,
Chase Tower, One Michiana Square and JMS building; and
WHEREAS, Scott was pivotal in spearheading the process leading to the $42 million
infrastructure program known as Smart Streets to convert downtown one -way streets into two -way
streets; and
WHEREAS, Scott's tenacity and perseverance allowed the City to almost seamlessly re -align its
TIF districts resulting in a more effective means to meet the City's challenges; and
WHEREAS, Scott oversaw construction of improvements to Lincolnway West and Western
Avenue as part of the West Side Main Streets Plan; and
WHEREAS, Scott played a role in the successful execution of the Mayor's challenge to address
1,000 blighted properties in 1,000 days; and
NOW, THEREFORE, BE IT RESOLVED that the South Bend Redevelopment Commission
hereby honors Scott C. Ford for his extraordinary commitment and distinguished service to the City of
South Bend; thanks him for the outstanding contributions he has made; and declares it will sincerely
miss his diligent work in the community.
ADOPTED at a meeting of the South Bend Redevelopment Commission held on March 24,
2016, at 1308 County -City Building, 227 W. Jefferson Boulevard, South Bend, Indiana 46601.
SOUTH BEND REDEVELOPMENT COMMISSION
Marcia I. Jones, President
Donald E. Inks, Secretary
Gavin Ferlic
David A. Varner, Vice President
Greg S. Downes
John Anella
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1865
Memorandum
March 24, 2016
TO: South Bend Redevelopment Commission
FROM: David Relos, Economic Resources
SUBJECT: Resolution No. 3332
300 Block S. Lafayette Disposition Offering Price
Parking lot north of Schillings
Attached is Resolution No. 3332, which sets the disposition offering price for property
located in the 300 block of S. Lafayette.
The proposed fair market value of the property, as derived by two independent appraisals,
is found in "Exhibit A" in the attached resolution.
Staff requests approval of Resolution No. 3332.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574 - 235 -9021 1 SOUTHBENDIN.GOV
RESOLUTION NO. 3332
RESOLUTION OF THE SOUTH BEND REDEVELOPMENT
COMMISSION ESTABLISHING THE OFFERING PRICE OF
PROPERTY IN THE RIVER WEST DEVELOPMENT AREA
WHEREAS, the South Bend Redevelopment Commission (the "Commission "),
the governing body of the City of South Bend, Department of Redevelopment, exists
and operates pursuant to I.C. 36 -7 -14 (the "Act "); and
WHEREAS, the Commission may dispose of real property in accordance with
Section 22 of the Act; and
WHEREAS, the real property identified at Exhibit A attached hereto and
incorporated herein has been appraised by two qualified, independent, professional real
estate appraisers and a written and signed copy of their appraisals is contained in the
Commission's files; and
WHEREAS, each such appraisal has been reviewed by a qualified
Redevelopment staff person, and no corrections, revisions, or additions were requested
by such reviewer.
NOW, THEREFORE, BE IT RESOLVED by the Commission, pursuant to Section
22 of the Act, that based upon such appraisals, the offering price of the property
described at Exhibit A is hereby established as stated therein, which amount is not less
than the average of the two appraisals, and all documentation related to such
determination is contained in the Commission's files.
ADOPTED at a meeting of the South Bend Redevelopment Commission held on
March 24, 2016, at 1308 County -City Building, 227 West Jefferson Boulevard, South
Bend, Indiana 46601.
SOUTH BEND REDEVELOPMENT
COMMISSION
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
EXHIBIT A
TO RESOLUTION NO. 3332
Property
Size
Minimum Offering
i
Proposed Use
Price
300 Block S. Lafayette
North Tract
North Tract
Commercial projects that
17,325 sf
$38,500
are permitted within the
Central Business District
South Tract
South Tract
zoning designation.
5,445 sf
$13,000
Strong emphasis will be
placed during the review
process on compatibility
with the goals and
objectives of the River
West Development Area;
the planning efforts of the
Central Business District
and Coveleski Stadium
area; the surrounding
neighborhood; and the
ability to support a
development project.
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Department of
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1865
Memorandum
March 24, 2016
TO: Redevelopment Commission
Investment
FROM: David Relos, Economic Resources
SUBJECT: Approval of Bid Specifications and Design Considerations
300 Block S. Lafayette (Parking lot north of Schillings)
Attached are the Bid Specifications and Design Considerations for the disposition of
property in the 300 block of S. Lafayette, commonly known as the parking lot north of
Schillings.
The Bid Specifications outline the uses and development requirements that will be
considered for this site.
Staff requests approval of the Bid Specifications and Design Considerations for the
eventual disposition of this property.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574 - 235 -9021 1 SOUTHBENDIN.GOV
Bid Specifications & Design Considerations
Sale of Redevelopment Owned Property
300 Block S. Lafayette
River West Development Area
All of the provisions of I.C. 36- 7 -14 -22 will apply to the bidding process.
2. All offers must meet the minimum price listed on the Offering Sheet.
3. Proposals for redevelopment are required to be for projects that are permitted
within the Central Business District zoning designation. All proposals must
conform to the existing zoning provisions as outlined in the South Bend Zoning
Ordinance Title 21 of the City of South Bend Municipal Code.
4. Proposals for the reuse of the property must include a basic reuse plan for the site
and a project timeline detailing aspects of the site redevelopment and site
improvements. During the review process, emphasis will be placed on
compatibility with the goals and objectives of the surrounding neighborhood;
planning efforts of the Central Business District and Coveleski Stadium area; the
Development Plan for the River West Development Area; and the ability to support
a development project.
5. Bidders are prohibited from the use of the property for speculation or land- holding
purposes.
6. All other provisions of the River West Development Area Development Plan must
be met.
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Department of
Community Investment
1865
Memorandum
March 24, 2016
TO: South Bend Redevelopment Commission
FROM: David Relos, Economic Resources
SUBJECT: Request to Advertise
300 Block S. Lafayette Disposition (parking lot north of Schillings)
Attached is the Notice of Intended Disposition of Property (Notice) for the parking lot north
of Schillings in the 300 block of S. Lafayette, in the River West Development Area.
This Notice will be advertised in both the South Bend Tribune and the Tri- County News
on April 01 and April 08, 2016.
Staff requests approval of this Notice and the Request to Advertise, for the eventual
disposition of this property.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574 - 235 -9021 1 SOUTHBENDIN.GOV
Notice of Intended Disposition of Property
RIVER WEST DEVELOPMENT AREA
300 Block S. Lafayette
South Bend, Indiana
Notice is hereby given that the Redevelopment Commission of the City of South Bend, Indiana, will receive sealed offers for
the purchase of certain property situated in the River West Development Area until 9:00 a.m. (local time) on the 28th day of
April 2016 in the Office of the Department of Redevelopment, 1400 S. County -City Building, 227 West Jefferson Boulevard,
South Bend, Indiana, 46601. All offers will be publicly opened and read aloud at 9:30 a.m. (local time) on the 28th day of April
2016 at the Regular Meeting of the Redevelopment Commission to be held that date and time in Room 1308 County -City
Building, 227 West Jefferson Boulevard, South Bend, IN 46601, or in the event of cancellation or rescheduling, at the
Redevelopment Commission's subsequent regular meeting or rescheduled regular meeting held at a time and place given by
public notice. Bid proposals for the purchase of the property offered will be considered.
The property being offered is located in the 300 Block of S. Lafayette, in the River West Development Area, South Bend,
Indiana. Any proposal submitted must be for either of the two tracts of land or the entire site. The required re -use for the
parcel is for projects that are permitted within the Central Business District zoning designation. Strong emphasis will be placed
during the review process on compatibility with the River West Development Area; the planning efforts of the Central Business
District and Coveleski Stadium area; the surrounding neighborhood; and the ability to support a development project.
A packet containing bid forms, the Offering Sheet and other pertinent information may be picked up at the Department of
Community Investment, 1400 S. County -City Building, 227 West Jefferson Boulevard, South Bend, IN 46601.
The Commission reserves the right to reject any and all bids, and to make the award to the highest and best bidder. In
determining the best bid, the Commission will take into consideration the following:
1. The use of the improvements proposed to be made by each bidder on the property, and their compatibility with the
proposed re -use as described in the Offering Sheet
2. Each bidder's ability to improve the property with reasonable promptness
3. Each bidder's proposed purchase price
4. Any factors which will assure the Commission that the sale, if made, will further the carrying out of the Development
Plan for the River West Development Area and will best serve the interest of the community from the standpoint of
human and economic welfare
5. The ability of each bidder to finance the proposed improvements to the property with reasonable promptness
The Commission further reserves the right to waive any formalities in bidding which are not mandatory requirements.
A bid submitted by a trust (as defined in IC 30- 4- 1 -1(a)) must identify each:
(A) beneficiary of the trust; and
(B) settlor empowered to revoke or modify the trust.
To secure the execution of the disposition agreement, the purchase of the property and the redevelopment thereof in
accordance with the agreement, the bidder must submit with the proposal a faithful performance guaranty, in the sum of ten
percent (10 %) of the amount offered for the purchase of the property. The guaranty sum may be in the form of a certified
check, a cashier's check, surety bond, letter of credit from a bank or trust company as approved by the Redevelopment
Commission, or by other sufficient security, but the form, substance and terms of the performance guaranty must be approved
as satisfactory by the Redevelopment Commission. The performance guaranty, if by certified check, shall be deposited in any
account of the Department of Redevelopment, City of South Bend, in a bank or trust company selected by the Redevelopment
Commission.
CITY OF SOUTH BEND, INDIANA
DEPARTMENT OF COMMUNITY INVESTMENT
Scott Ford, Executive Director
Publish Dates: April 01 and April 08, 2016
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1865
Memorandum
March 24, 2016
TO: South Bend Redevelopment Commission
FROM: David Relos, Economic Resources
SUBJECT: Resolution No. 3333
500 Block S. Lafayette and Main Disposition Offering Price
Old Studebaker Museum block
Attached is Resolution No. 3333, which sets the disposition offering price for property
located in the 500 block of S. Lafayette and Main.
The proposed fair market value of the property, as derived by two independent appraisals,
is found in "Exhibit A" in the attached resolution.
Staff requests approval of Resolution No. 3333.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574 - 235 -9021 1 SOUTHBENDIN.GOV
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RESOLUTION OF THE SOUTH BEND REDEVELOPMENT
COMMISSION ESTABLISHING THE OFFERING PRICE OF
PROPERTY IN THE RIVER WEST DEVELOPMENT AREA
WHEREAS, the South Bend Redevelopment Commission (the "Commission "),
the governing body of the City of South Bend, Department of Redevelopment, exists
and operates pursuant to I.C. 36 -7 -14 (the "Act "); and
WHEREAS, the Commission may dispose of real property in accordance with
Section 22 of the Act; and
WHEREAS, the real property identified at Exhibit A attached hereto and
incorporated herein has been appraised by two qualified, independent, professional real
estate appraisers and a written and signed copy of their appraisals is contained in the
Commission's files; and
WHEREAS, each such appraisal has been reviewed by a qualified
Redevelopment staff person, and no corrections, revisions, or additions were requested
by such reviewer.
NOW, THEREFORE, BE IT RESOLVED by the Commission, pursuant to Section
22 of the Act, that based upon such appraisals, the offering price of the property
described at Exhibit A is hereby established as stated therein, which amount is not less
than the average of the two appraisals, and all documentation related to such
determination is contained in the Commission's files.
ADOPTED at a meeting of the South Bend Redevelopment Commission held on
March 24, 2016, at 1308 County -City Building, 227 West Jefferson Boulevard, South
Bend, Indiana 46601.
SOUTH BEND REDEVELOPMENT
COMMISSION
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
EXHIBIT A
TO RESOLUTION NO. 3333
Property
Size
Minimum Offering
Price
proposed Use
500 Block S. Lafayette &
East Tract
East Tract
Commercial projects that
Main
1.23 acres
$127,500
are permitted within the
Central Business District
zoning designation.
West Tract
West Tract
1.62 acres
$130,000
Strong emphasis will be
placed during the review
Total
Total
process on compatibility
2.85 acres
$280,000
with the goals and
objectives of the River
West Development Area;
the planning efforts of the
Central Business District
and Coveleski Stadium
area; and the surrounding
neighborhood.
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Department of
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1865
Memorandum
March 24, 2016
Investment
TO: Redevelopment Commission
FROM: David Relos, Economic Resources
SUBJECT: Approval of Bid Specifications and Design Considerations
500 Block S. Lafayette & Main (old Studebaker Museum block)
Attached are the Bid Specifications and Design Considerations for the disposition of
property in the 500 block of S. Lafayette and Main, commonly known as the old
Studebaker Museum block.
The Bid Specifications outline the uses and development requirements that will be
considered for this site.
Staff requests approval of the Bid Specifications and Design Considerations for the
eventual disposition of this property.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574 - 235 -9021 1 SOUTHBENDIN.GOV
Bid Specifications & Design Considerations
Sale of Redevelopment Owned Property
500 Block S. Lafayette & Main
River West Development Area
All of the provisions of I.C. 36- 7 -14 -22 will apply to the bidding process.
2. All offers must meet the minimum price listed on the Offering Sheet.
3. Proposals for redevelopment are required to be for projects that are permitted
within the Central Business District zoning designation. All proposals must
conform to the existing zoning provisions as outlined in the South Bend Zoning
Ordinance Title 21 of the City of South Bend Municipal Code.
4. Proposals for the reuse of the property must include a basic reuse plan for the site
and a project timeline detailing aspects of the site redevelopment and site
improvements. During the review process, emphasis will be placed on
compatibility with the goals and objectives of the surrounding neighborhood;
planning efforts of the Central Business District and Coveleski Stadium area; and
the Development Plan for the River West Development Area.
5. Bidders are prohibited from the use of the property for speculation or land- holding
purposes.
6. All other provisions of the River West Development Area Development Plan must
be met.
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Department of
U r"FACK
Community Investment
1865
Memorandum
March 24, 2016
TO: South Bend Redevelopment Commission
FROM: David Relos, Economic Resources
SUBJECT: Request to Advertise
500 Block S. Lafayette & Main Disposition (old Studebaker Museum block)
Attached is the Notice of Intended Disposition of Property (Notice) for the old Studebaker
Museum block in the 500 block of S. Lafayette and Main streets, in the River West
Development Area.
This Notice will be advertised in both the South Bend Tribune and the Tri- County News
on April 01 and April 08, 2016.
Staff requests approval of this Notice and the Request to Advertise, for the eventual
disposition of this property.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574 - 235 -9021 1 SOUTHBENDIN.GOV
Notice of Intended Disposition of Property
RIVER WEST DEVELOPMENT AREA
500 Block S. Lafayette and Main
South Bend, Indiana
Notice is hereby given that the Redevelopment Commission of the City of South Bend, Indiana, will receive sealed offers for
the purchase of certain property situated in the River West Development Area until 9:00 a.m. (local time) on the 28th day of
April 2016 in the Office of the Department of Redevelopment, 1400 S. County -City Building, 227 West Jefferson Boulevard,
South Bend, Indiana, 46601. All offers will be publicly opened and read aloud at 9:30 a.m. (local time) on the 28th day of April
2016 at the Regular Meeting of the Redevelopment Commission to be held that date and time in Room 1308 County -City
Building, 227 West Jefferson Boulevard, South Bend, IN 46601, or in the event of cancellation or rescheduling, at the
Redevelopment Commission's subsequent regular meeting or rescheduled regular meeting held at a time and place given by
public notice. Bid proposals for the purchase of the property offered will be considered.
The property being offered is located in the 500 Block of S. Lafayette and Main, in the River West Development Area, South
Bend, Indiana. Any proposal submitted must be for either of the two tracts of land or the entire site. The required re -use for
the parcel is for projects that are permitted within the Central Business District zoning designation. Strong emphasis will be
placed during the review process on compatibility with the River West Development Area; the planning efforts of the Central
Business District and Coveleski Stadium area; and the surrounding neighborhood
A packet containing bid forms, the Offering Sheet and other pertinent information may be picked up at the Department of
Community Investment, 1400 S. County -City Building, 227 West Jefferson Boulevard, South Bend, IN 46601.
The Commission reserves the right to reject any and all bids, and to make the award to the highest and best bidder. In
determining the best bid, the Commission will take into consideration the following:
1. The use of the improvements proposed to be made by each bidder on the property, and their compatibility with the
proposed re -use as described in the Offering Sheet
2. Each bidder's ability to improve the property with reasonable promptness
3. Each bidder's proposed purchase price
4. Any factors which will assure the Commission that the sale, if made, will further the carrying out of the Development
Plan for the River West Development Area and will best serve the interest of the community from the standpoint of
human and economic welfare
5. The ability of each bidder to finance the proposed improvements to the property with reasonable promptness
The Commission further reserves the right to waive any formalities in bidding which are not mandatory requirements.
A bid submitted by a trust (as defined in IC 30- 4- 1 -1(a)) must identify each:
(A) beneficiary of the trust; and
(B) settlor empowered to revoke or modify the trust.
To secure the execution of the disposition agreement, the purchase of the property and the redevelopment thereof in
accordance with the agreement, the bidder must submit with the proposal a faithful performance guaranty, in the sum of ten
percent (10 %) of the amount offered for the purchase of the property. The guaranty sum may be in the form of a certified
check, a cashier's check, surety bond, letter of credit from a bank or trust company as approved by the Redevelopment
Commission, or by other sufficient security, but the form, substance and terms of the performance guaranty must be approved
as satisfactory by the Redevelopment Commission. The performance guaranty, if by certified check, shall be deposited in any
account of the Department of Redevelopment, City of South Bend, in a bank or trust company selected by the Redevelopment
Commission.
CITY OF SOUTH BEND, INDIANA
DEPARTMENT OF COMMUNITY INVESTMENT
Scott Ford, Executive Director
Publish Dates: April 01 and April 08, 2016
5 C (7)
�SOUTR
Department of
U
Community Investment
s ■
1865
Memorandum
Thursday March 24, 2016
TO: South Bend Redevelopment Commission
FROM: Brian Pawlowski, Business Development
SUBJECT: Agreement To Buy and Sell Real Estate (former Schilling's)
Jones Petrie Rafinski (JPR) is a downtown business specializing in land surveying,
architectural design and engineering. In 2007 JPR purchased their current location from the
Redevelopment Commission to expand their downtown presence. In the last 9 years they
have continued to grow and their current building is no longer sufficient to accommodate their
existing staff or to allow future growth. They are expanding their operations and would like to
acquire the former Schilling's building from the Commission.
JPR will consolidate a majority of their operations in other cities to South Bend as a result of
this purchase, and by the end of this year add an additional 19 to 20 professionals to the
downtown, with wages ranging from $20.15 to $36.07 an hour. They plan to add
approximately 16 more employees in the ensuing next three years. New taxes from building
improvements will generate approximately $173,000 and new LOIT taxes from the net new
jobs will be approximately $80,000.
As part of the purchase agreement, JPR commits to investing over $650,000 within the next
18 months, completing interior renovations, new roofing improvements, a complete fapade
renovation, and landscaping that will complement the redevelopment efforts already
underway at the intersection of Lafayette and Western like Xanatek and the area around Four
Winds Field. The purchase price will be $1.
Staff asks the Commission for approval of the Agreement To Buy and Sell Real Estate with
JPR, to allow the sale of this property, owned by the Commission since 2009.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574 - 235 -9021 1 SOUTHBENDIN.GOV
AGREEMENT TO BUY AND SELL REAL ESTATE
This Agreement To Buy And Sell Real Estate (this "Agreement ") is made on March 24,
2016 (the "Contract Date "), by and between the City of South Bend, Indiana, Department of
Redevelopment, acting by and through its governing body, the South Bend Redevelopment
Commission ( "Seller "), and Jones Petrie Rafinski Corp., an Indiana corporation with its registered
office at 4703 Chester Dr., Elkhart, Indiana 46516 ( "Buyer ") (each a "Party" and together the
"Parties ").
RECITALS
A. Seller exists and operates pursuant to the Redevelopment of Cities and Towns Act
of 1953, as amended, being Ind. Code 36 -7 -14 (the "Act ").
B. In furtherance of its purposes under the Act, Seller owns certain real property
located in South Bend, Indiana (the "City "), and more particularly described in attached Exhibit
A (the "Property ").
C. Pursuant to the Act, Seller adopted its Resolution No. 3103 on November 8, 2012,
whereby Seller established an offering price of Two Hundred Seventy -Seven Thousand Five
Hundred Dollars ($277,500.00) for the Property.
D. Pursuant to the Act, on November 8, 2012, Seller authorized the publication, on
November 16, 2012, and November 23, 2012, respectively, of a notice of its intent to sell the
Property and its desire to receive bids for said Property on or before December 13, 2012.
E. As of December 13, 2012, Seller received no bids for the Property, and, therefore,
having satisfied the conditions stated in Section 22 of the Act, Seller now desires to sell the
Property to Buyer on the terms stated in this Agreement.
THEREFORE, in consideration of the mutual covenants and promises in this Agreement
and other good and valuable consideration, the receipt of which is hereby acknowledged, Buyer
and Seller agree as follows:
1. OFFER AND ACCEPTANCE
A copy of this Agreement, signed by Buyer, constitutes Buyer's offer to purchase the Property on
the terms stated in this Agreement and shall be delivered to Seller, in care of the following
representative ( "Seller's Representative "):
Brian Pawlowski
City of South Bend
1400 S. County -City Building
227 W. Jefferson Blvd.
South Bend, Indiana 46601
anticipated use of the Property. If Seller's written consent to or signature upon any such
application is required by any such agency for consideration or acceptance of any such application,
Buyer may request from Seller such consent or signature, which Seller shall not unreasonably
withhold. Notwithstanding the foregoing, any zoning commitments or other commitments that
would further restrict the fixture use or development of the Property, beyond the restrictions in
place as a result of the current zoning of the Property, shall be subject to Seller's prior review and
written approval.
D. Termination of Agreement. If at any time within the Due Diligence Period, Buyer
determines, in its sole discretion, not to proceed with the purchase of the Property, Buyer may
terminate this Agreement by written notice to Seller's Representative.
4. SELLER'S DOCUMENTS /SURVEY AND ENVIRONMENTAL REPORT
Upon Buyer's request, Seller will provide Buyer a copy of all environmental inspection,
engineering, title, and survey reports and documents in Seller's possession relating to the Property.
In the event the Closing does not occur, Buyer will immediately return all such reports and
documents to Seller's Representative with or without a written request by Seller. In addition to
reviewing any environmental reports provided by Seller, Buyer may, at Buyer's sole expense,
obtain a Phase I environmental site assessment of the Property pursuant to and limited by the
authorizations stated in Section 3 above.
5. PRESERVATION OF TITLE
After the Contract Date, Seller shall not take any action or allow any action to be taken by others
to cause the Property to become subject to any interests, liens, restrictions, easements, covenants,
reservations, or other matters affecting Seller's title (such matters are referred to as
"Encumbrances "). Seller acknowledges that Buyer intends to obtain, at Buyer's sole expense, and
to rely upon a commitment for title insurance on the Property (the "Title Commitment ") and a
survey of the Property (the "Survey ") identifying all Encumbrances as of the Contract Date. The
Property shall be conveyed to Buyer free of any Encumbrances other than Permitted
Encumbrances (as defined in Section 7 below).
6. TITLE COMMITMENT AND POLICY REQUIREMENTS
Buyer, at Buyer's sole expense, shall obtain the Title Commitment for an owner's policy of title
insurance issued by a title company selected by Buyer and reasonably acceptable to Seller (the
"Title Company ") within twenty (20) days of the Contract Date. The Title Commitment shall (i)
agree to insure good, marketable, and indefeasible fee simple title to the Property (including public
road access) in the name of the Buyer for an amount established by Buyer upon delivery and
recordation of a special warranty deed from the Seller to the Buyer, and (ii) provide for issuance
of a final ALTA owner's title insurance policy, with any endorsements requested by Buyer, subject
to the Permitted Encumbrances. Regardless of whether this transaction closes, Buyer shall be
responsible for all of the Title Company's title search charges and all costs of the Title
Commitment and owner's policy.
C. RESERVED.
D. Closing Costs. Buyer shall pay all of the Title Company's closing and/or document
preparation fees and all recordation costs associated with the transaction contemplated in this
Agreement.
11. BUYER'S POST - CLOSING DEVELOPMENT OBLIGATIONS
A. Lot Improvements and Building Improvements. Within eighteen (18) months after
the Closing Date, Buyer agrees to expend at least Six Hundred Fifty Thousand Dollars
($650,000.00) to complete Buyer's improvements on the Property, including improvements to the
interior and exterior of the existing building on the Property (collectively, the "Development
Obligations "). Before commencing construction, Buyer agrees to present to the Planning Division
of the City's Department of Community Investment ( "Planning ") plans and specifications showing
the nature and placement of the Buyer's anticipated improvements on the Property and will work
cooperatively with Planning to address any of Planning's feedback on such plans and
specifications. Promptly upon completing its Development Obligations, Buyer will submit to
Seller satisfactory records, as determined in Seller's sole discretion, proving the above required
expenditures and will permit Seller (or its designee) to inspect the Property to ensure satisfactory
completion of Buyer's Development Obligations.
B. Certificate of Com lep tion. Promptly after Buyer completes its Development
Obligations and satisfactorily proves the same in accordance with the terms of Section I LA.
above, Buyer may request that Seller issue to Buyer a certificate acknowledging such completion
and releasing Seller's reversionary interest in the Property (the "Certificate of Completion"), which
Seller will not unreasonably withhold. The Parties agree to record the Certificate of Completion
immediately upon issuance, and Buyer will pay the costs of recordation.
C. Reversion upon Default. In the event Buyer fails to perform any of its Development
Obligations, or satisfactorily prove such performance, in accordance with Section I LA above,
then Seller shall have the right to re -enter and take possession of the Property and to terminate and
revest in Seller the estate conveyed to Buyer at Closing and all of Buyer's rights and interests in
the Property without offset or compensation for the value of any improvements made by Buyer.
The Parties agree that Seller's conveyance of the Property to Buyer at Closing will be made on the
condition subsequent that is set forth in the foregoing sentence.
12. ACCEPTANCE OF PROPERTY "AS -IS"
Buyer agrees to purchase the Property "as -is, where -is" and without any representations or
warranties by Seller as to the condition of the property or its fitness for any particular use or
purpose. Seller offers no such representation or warranty as to condition or fitness, and nothing in
this Agreement shall be construed to constitute such a representation or warranty as to condition
or fitness.
13. TAXES
of Completion in accordance with Section 11 above, then Seller shall have the right to re -enter and
take possession of the Property and to terminate and revest in Seller the estate conveyed to Buyer
at Closing and all of Buyer's rights and interests in the Property without offset or compensation
for the value of any improvements made by Buyer. The Parties agree that Seller's conveyance of
the Property to Buyer will be made on the condition subsequent that is set forth in the foregoing
sentence.
19. BINDING EFFECT; COUNTERPARTS; SIGNATURES
All the terms and conditions of this Agreement will be effective and binding upon the Parties and
their successors and assigns at the time the Agreement is fully signed and delivered by Buyer and
Seller. This Agreement may be separately executed in counterparts by Buyer and Seller, and the
same, when taken together, will be regarded as one original Agreement. Electronically transmitted
signatures will be regarded as original signatures.
20. AUTHORITY TO EXECUTE; EXISTENCE
The undersigned persons executing and delivering this Agreement on behalf of the respective
Parties represent and certify that they are the duly authorized representatives of each and have been
fully empowered to execute and deliver this Agreement and that all necessary corporate action has
been taken. Further, the undersigned representative of Buyer represents and warrants that Buyer
is duly organized, validly existing, and in good standing under the laws of the State of Indiana.
IN WITNESS WHEREOF, the Parties hereby execute this Agreement to be effective as of
the Contract Date.
BUYER:
Jones Petrie Rafinski Corp., an Indiana
corporation
Printed:
Its:
Dated:
4000.0000077 45053455.003
7
SELLER:
City of South Bend, Department of
Redevelopment, by and through its
governing body, the South Bend
Redevelopment Commission
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
EXHIBIT B
Form of Special Warranty Deed
Commonly known as 325 and 333 S. Lafayette Blvd., South Bend, Indiana
[Parcel Key Numbers 018- 3009 -0308 and 018 - 3009 -0311]
The Grantor warrants title to the Property only insofar as it might be affected by any act of the
Grantor during its ownership thereof and not otherwise.
The Grantor hereby conveys the Property to the Grantee free and clear of all leases or licenses;
subject to real property taxes and assessments; subject to all easements, covenants, conditions, restrictions,
and other matters of record; subject to rights of way for roads and such matters as would be disclosed by
an accurate survey and inspection of the Property; subject to all applicable building codes and zoning
ordinances; and subject to all provisions and objectives contained in the Grantor's development area plan
dated May 10, 1985, and recorded as Document No. 8509691 in the Office of the Recorder of St. Joseph
County, Indiana, as thereafter amended from time to time, and any design review guidelines associated
therewith.
The Grantor conveys the Property to the Grantee pursuant to the terms of that certain Agreement
To Buy And Sell Real Estate dated March 24, 2016, by and between the Grantor and the Grantee (the
"Agreement "). Capitalized terms not otherwise defined in this deed will have the meanings stated in the
Agreement. Pursuant to Sections 11 and 18 of the Agreement, the Grantor conveys the Property to the
Grantee by this deed subject to certain conditions subsequent. In the event the Grantee fails to perform any
of its Development Obligations, or satisfactorily prove such performance, in accordance with Section 11 of
the Agreement, then the Grantor shall have the right to re -enter and take possession of the Property and to
terminate and revest in the Grantor the estate conveyed to the Grantee by this deed and all of the Grantee's
rights and interests in the Property without offset or compensation for the value of any improvements made
by the Grantee. The recordation of a Certificate of Completion in accordance with Section 11 of the
Agreement will forever release and discharge the Grantor's reversionary interest stated in the foregoing
sentence. In addition, in the event the Grantee assigns or attempts to assign any of its rights in the Property
before the Grantor's issuance of a Certificate of Completion under Section 11 of the Agreement, then the
Grantor shall have the right to re -enter and take possession of the Property and to terminate and revest in
the Grantor the estate conveyed to the Grantee by this deed and all of the Grantee's rights and interests in
the Property without offset or compensation for the value of any improvements made by the Grantee.
The Grantor conveys the Property to the Grantee subject to the limitation that the Grantee, and its
successors and assigns, shall not discriminate against any person on the basis of race, creed, color, sex, age,
or national origin in the sale, lease, rental, use, occupancy, or enjoyment of the Property or any
improvements constructed on the Property.
Each of the undersigned persons executing this deed on behalf of the Grantor represents and
certifies that s/he is a duly authorized representative of the Grantor and has been fully empowered, by
2
GRANTOR:
CITY OF SOUTH BEND,
DEPARTMENT OF REDEVELOPMENT
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
STATE OF INDIANA )
SS:
ST. JOSEPH COUNTY )
Before me, the undersigned, a Notary Public, in and for said County and State, personally appeared
Marcia I. Jones and Donald E. Inks, known to me to be the President and Secretary, respectively, of the
South Bend Redevelopment Commission and acknowledged the execution of the foregoing Special
Warranty Deed.
IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed my official seal on
the day of , 2016.
My Commission Expires:
Notary Public
Residing in St. Joseph County, Indiana
I affirm, under the penalties for perjury, that I have taken reasonable care to redact each Social Security number in this document, unless required
by law. Benjamin J. Dougherty.
This instrument was prepared by Benjamin J. Dougherty, Assistant City Attorney, 1200 S. County-City Building, 227 W. Jefferson Blvd., South
Bend, Indiana 46601.
4
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��°UT$8
° Department of
. PEACE '
Y� Community Investment
1865
Memorandum
Tuesday, March 22, 2016
TO: Redevelopment Commissioners
FROM: Scott Ford, Community Investment
SUBJECT: First Amendment to Development Agreement - former College Football Hall of Fame
On April 15, 2015, the Commission approved initially the terms of a partnership with JSK / Southold
LLC for the sale of the former College Football Hall of Fame and the adjoining parking lot for a mixed -
use redevelopment project to include office and retail space along with a hotel. On July 16, 2015 the
Commission approved a Development Agreement that outlined those terms.
Through the course of the ensuing months, JSK has worked closely with City Staff, Marriot Corporate
officials, as well as with neighboring businesses to the site to hone the development and confirm
specific details that were contemplated but note specified in the original agreement, such as the
parking arrangement.
The program of the hotel has increased by 20 rooms, which will represent an additional $1.7M in
estimated private investment for the construction. Additionally, several design changes were made
to accentuate opportunities for ground floor retail to enhance the key axis between the Century
Center's main entrance and Michigan Street, as well as to improve the streetscape along St. Joseph
and Jefferson streets. The additional hotel rooms and building program will generate additional tax
revenues back to the community in excess of $500,000 in the first 10 years of the project.
Consequently, the Amendment reflects the larger private investment and public assistance for site
costs, for additional request of $500,000 to be added to the Commission's original commitment of
$700,000 for site improvements.
The Amendment also:
- Provides a commitment of the Commission to offer up to 70 spaces at the Leighton Garage
to be rented by JSK for use of hotel guests, for which JSK will pay the standard monthly rate.
Parties will agree to reevaluate this arrangement after the first year of hotel operations.
- Increases the personal guarantee of AJ Patel to reflect the increase in the incentive
associated with the project.
- Changes the closing dates for the HOF and Jefferson Lot to reflect current timetable.
Staff requests approval of this Agreement.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574 - 235 -9021 1 SOUTHBENDIN.GOV
FIRST AMENDMENT TO DEVELOPMENT AGREEMENT
THIS; FIRST AMENDMENT TO DEVELOPMENT AGREE
MINT (this '°I~7xst.
.Amendment ") is made oil March 24, 2016 (the "Effective Date "), by and between the Soi7th
Bend Redevelopment Cotnnnission, the governing body of the City of Booth Bend Department of
lZede�felopment (tl7e'` "Commission" ), and Southhold, LLC, an Indiana limited lzaliil ty company
Nvith 4:registcred office at 120 Dixiewpy North, Sat►tl7 Bend. Indiana (filie "Developer. ") (each a
`party," and collectively the "Parties ").
RECITALS
A. The Coffiffi ssion and the -Developer entered into that certain Development
Agreetntnt dated July 16, 2015
the '`Development Agreement "), for the redevelopment of the
P oJeel ,.Site (as defiticd in the 1)eveloproent Agreement), including reusing and rehabilitating the
Nilding known ,as the .former College Football Hall of Fame and constructing a new hotel on an
adlaeent parcel in downtown $.cuth Bend;
B. In consideration of the Developer's ongoing planning activities concerning the
project, the Parties desire to amend certain provisions of the Development Agreement in
accordance with the terms of this First Amendment.
NOW, THEREFORE, in consideration of the mutual promises and obligations in this
First Amendment and the Development Agreement, the adequacy of which consideration is
hereby acknowledged, the Parties agree as follows:
1. In Section 1.3 of the Development Agreement, "Seven Hundred Thousand Dollars
($700,000)" is deleted and replaced by "One Million Two Hundred Thousand Dollars
($1.200.000)."
2. In accordance with the above increase of the Funding Amount to One Million
Two Hundred Thousand Dollars ($1,200,000.00), each instance of "One Million Nine Hundred
Thousand Dollars ($1,900,000.00)" in Section 4.15 of the Development Agreement is deleted
and replaced by "Two Million Four Hundred Thousand Dollars ($2,400,000.00)." Further,
Anant Patel, as the sole member and owner of the Developer, will execute the Amended and
Restated Personal Guaranty attached hereto as Exhibit 1.
3. In the first sentence of Section 3.1 of the Development Agreement, 'January 1,
2016" is deleted and replaced by "April 1, 2016."
4. In the second sentence of Section 3.3.2 of the Development Agreement, "the
Jefferson Lot Closing Date" is deleted and replaced by "August 11, 2016."
5. The following new Section is inserted immediately following Section 5,8 of the
Development agreement:
5.9 Parking Accommodations; The Commission hereby agrees to make
available to the Developer; upon the Developer's request, no greater than seventy
(70) reserved parking spaces in the Leighton -Parking Garage located in South
Bend, Indiana, and dedicated for use by the Developer or its designees for the
Project Site for the period commencing on the date the Project `Site rs:operato>xl.
( "Operation Commencement Date," which date the Developer will :certify in
writing to the Commission) and expiring on the first arin versary of the 1 Uptify,cin`
Commencement Date (the "Initial R_ eserved Parking Period "); The Cdrnirtiss%on
will make such reserved parking spaces available to Developerduring the In
Reserved Parking Period for a per - space- per -month rate at the les8er of (a) the
standard monthly space rate for reserved spaces in the Leighton Parking Garage in
effect on the Operation Commencement Date and (b) a neW residential space rate
in effect on the Operation Commencement Date after ado by>fhc South Bend
Board of Public Works and approval by the South Bend Common Council. At
least sixty (60) days before the expiration of the Initial Reserved Parking Period,
the Developer and the Commission will negotiate in ,food faith cnncerriirig'
parking accommodations after the expiration of the Initial Reserved; Pgrki g
Period on terms and conditions as mutually agreed upon by the Developer and the
Commission.
6. Immediately following the first sentence of Section 10.7 of the Development
Agreement, the following sentence is inserted: "Each Party may modify its address(es) or
representative(s) stated below by written notice to the other Party." Pursuant to Section 10.7 of
the Development Agreement as amended by this First Amendment, the Developer hereby
instructs the Commission to direct copies of all notices, demands, or other communications
required or permitted under the terms of the Development Agreement to Barnes & Thornburg
LLP, 121 West Franklin Street, Suite 200, Elkhart, IN 46516, Attn: Joel D. Duthie, as the
Developer's legal counsel replacing Warrick & Boyn, LLP.
7. Unless expressly modified by this First Amendment, the terms and provisions of
the Development Agreement remain in full force and effect.
8. Capitalized terms used in this First Amendment will have the meanings set forth
in the Development Agreement unless otherwise stated herein,
[Signature page follows.]
2
IN WITNESS WHEREOF, the Parties hereby execute this First Amendment to
Development Agreement to be effective on the Effective Date stated above.
COMMISSION:
SOUTH BEND REDEVELOPMENT
COMMISSION
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
DEVELOPER:
Southhold, LLC
ant Patel, So e Mem "er
400o.06do(!3o 677.37269.005
3_
EXHIBIT 1
Form of Amended and Restated Personal Guaranty
AMENDED AND R)E<STATED PERSONAL GUARAN'T'Y
This Amended and Restated Personal Guaranty (this "Guaranty ") dated March 24, 2016
(the "Effective Date "), is made by Anant Patel, an Indiana resident (the "Guarantor "), in favor of
the South Bend Redevelopment Commission, governing body of the City of South Bend
Department of Redevelopment, 1400 S. County -City Building, 227 Wst Jefferson Boulevard,
South Bend, Indiana 46601 (the Commission") and the City of South Bend, a municipal
corporation (the "City," and together with the Commission, the "Guaranteed Parties").
RECITALS
WHEREAS, the Guarantor is the sole member and owner of Southhold, LLC (the
"Company "); and
WHEREAS, the Company and the Commission entered into a Development Agreement
dated as of July 16, 2015, as amended by the First Amendment to Development Agreement dated
March 24, 2016 (collectively, the "Development Agreement ") concerning the redevelopment of
certain real property located in the City of South Bend, Indiana (the "Hall of Fame Property ");
and
WHEREAS, pursuant to the Development Agreement, the Company will purchase the
Hall of Fame Property from the Commission in order to integrate the Hall of Fame Property into
the Company's development of adjacent real property (the "Project"), and
WHEREAS, to induce the Commission to sell the Hal] of Fame Property to the Company
for inclusion in the Project, the Guarantor now offers this Guaranty regarding the Company's
obligation to purchase the Hall of Fame Property from the Commission; and
NOW THEREFORE, the Guarantor makes this Guaranty on the following terms:
1. The Guarantor represents and warrants that he is the sole member and owner of
the Company.
2• As an inducement for the Commission to enter into the Development Agreement
with the Company,. the Guarantor hereby unconditionally and absolutely guarantees to the
Guaranteed Parties the full and prompt payment when due, upon written demand from either of
the Guaranteed. Patties to the Guarantor, an al all amounts (a) payable to the Commission
under the Development Agreement and (b) actually expended by the Commission in completing
the Local Public Improvements (as defined in the Development Agreement) to the date of the
C'ommission's demand (collectively, the `Guaranteed Obligations ").
3. The amount of the Guaranteed Obligations shall not exceed Two Million Foui
Hundte � Thpusand DaIlar,•s ($2,400,000.00) and shall be reduced from time to time in
accordance_ Mott the amount of aq,payment made by the Guarantor to the Guaranteed Parties to
be applxd to the. Guarantied Obligations, This Guaranty supersedes and replaces the Personal
uatanty :Of Guarantor in favor of the Commission dated July 16, 2015.
Obligations, including notice of acre tance of this 1 ,s con e7-n the Guatar teed
4. The Guarantor hereby waives any and all notice.
g
P C'ruarant }, notice ot'any Liability to which tt
may apply, notice of protest.. ;and M ice of dishonor or ngnpayment of any such liabillty.,.
Further, the Guarantor hereby waives any right to require. the Guaranted Part to proceed first.
against the Company in the event of the Company's failure to pray an; amount owing Eo he:
Commission.
5. The Guarantor will not exercise any right of reimbursement or contribution from
the Company until all obligations owing to the Commission are paid in full.
6. The Guarantor agrees that his liability as Guarantor, shall.continue acid remain in
full force and effect in the event that all or any part of any payment made hereunder or any obligation or liabilit y guaialteed Hereunder issecovered aa
fraudulent conveyance, preference,
or otherwise) rescinded or must otherwise be reinstated or returned due to bankruptcy or
insolvency laws or otherwise.
7. This Guaranty will remain in full force and effect until all of the Guaranteed
Obligations are fully paid and satisfied.
8. This Guaranty will be interpreted according to and governed by the laws of the
State of Indiana.
9. This Guaranty may not be changed, waived, discharged or terminated except by a
written instrument signed by the Guarantor and the Commission.
IN WITNESS WHEREOF, the Guarantor has executed this Guaranty Agreement to be
effective on the Effective Date stated above.
Guarantor:
An ant Patel
ACCEPTED:
South Bend Redevelopment Commission
Marcia 1. Jones, President
ATTEST:
Donald E. Inks, Secretary
Dated:
5 C (8)
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Department of
Community Investment
1865
Memorandum
Thursday March 24, 2016
TO: South Bend Redevelopment Commission
FROM: Jitin Kain, Deputy Director of Public Works
SUBJECT: Downtown Utilities & Infrastructure
As Commission is aware, JPR was recently commissioned by staff to study the underground
utilities in the former College Football Hall of Fame block. The purpose of the study was to
identify utility conflicts with the development of a new Hotel on the parking lot to the South of
the Hall of Fame. JPR's preliminary analysis has produced a few options for utility relocations
that DCI staff along with the City's Engineering staff have reviewed.
The utilities needing relocation include a storm sewer line, sanitary manholes and gas lines.
Staff requests approval of $415,000 from the RWDA TIF for the utility relocation work to
support pre - development work in the block.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574 - 235 -9021 1 SOUTHBENDIN.GOV
5 C (10)
�$OVT118
Department of
_f >=a
Community Investment
1865
Memorandum
Tuesday, March 22, 2016
TO: Redevelopment Commission
FROM: Aaron Kobb A
SUBJECT: Lippert Components Lease Agreement
On May 15, 2014, a Development Agreement and accompanying Lease Agreement were
executed between the RDC and Lippert Components Manufacturing. The Agreement, in part,
called for an initial $725K private investment towards a new warehouse in South Bend and a
total investment of $1,492,500 by 2020. This investment is projected to generate 180 new
jobs initially and 380 new jobs by 2024. Today's action is to execute the First Amendment to
Economic Development Agreement and the First Amendment to Equipment Lease Agreement
which details the procurement obligation as set forth in the Development Agreement.
Staff is requesting the approval and execution of the enclosed Amendments.
227 W. JEFFERSON BLVD. SOUTH BEND, IN 46601 1 P: 574 - 235 -9371 1 FAX: 574 - 235 -9021 1 SOUTHBENDIN.GOV
RESOLUTION NO. 3335
A RESOLUTION OF THE SOUTH BEND REDEVELOPMENT COMMISSION
APPROVING AMENDMENTS TO AGREEMENTS WITH LIPPERT COMPONENTS
MANUFACTURING, INC.
WHEREAS, the South Bend Redevelopment Commission (the "Commission ") exists and
operates pursuant to I.C. 36 -7 -14; and
WHEREAS, on May 15, 2014, the Commission entered into that certain Economic
Development Agreement (the "Development Agreement") and that certain Equipment Lease
Agreement (the "Lease ") with Lippert Components Manufacturing, Inc. ( "Lippert"); and
WHEREAS, the Commission and Lippert desire to amend the Development Agreement
and the Lease to identify the leased Equipment and to acknowledge commencement of the Lease.
NOW, THEREFORE, BE IT RESOLVED BY THE SOUTH BEND
REDEVELOPMENT COMMISSION AS FOLLOWS:
1. The Commission hereby approves, and will execute simultaneously with this
Resolution, the First Amendment to Economic Development Agreement attached hereto as
Exhibit 1 and the First Amendment to Equipment Lease Agreement attached hereto as Exhibit 2
(together, the "Amendments ").
2. The Commission hereby authorizes and instructs David Relos or Aaron Kobb,
each of the City of South Bend Department of Community Investment, to deliver the
Amendments to Lippert and to take on behalf of the Commission all necessary administrative
actions to accomplish the purposes of this Resolution.
This Resolution will be in full force and effect upon its adoption by the
Commission.
ADOPTED at a regular meeting of the South Bend Redevelopment Commission held
on March 24, 2016, at 1308 County -City Building, 227 West Jefferson Boulevard, South Bend,
Indiana 46601.
SOUTH BEND REDEVELOPMENT
COMMISSION
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
4000.0000018 51661331.001
EXHIBIT 1
First Amendment to Economic Development Agreement
[See attached.]
FIRST AMENDMENT TO ECONOMIC DEVELOPMENT AGREEMENT
This First Amendment to Economic Development Agreement (this "First Amendment ") is
effective as of March 24, 2016 (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 Lippert Components Manufacturing, Inc.,
a Delaware corporation, with offices at 3501 County Road 6 East, Elkhart, Indiana 46514
( "Lippert") (each, a "Parry," and collectively, the "Parties ").
RECITALS
WHEREAS, the Parties entered into that certain Economic Development Agreement dated
May 15, 2014 (the "Development Agreement"); and
WHEREAS, the Parties desire to amend certain terms and provisions of the Development
Agreement as stated in this First Amendment.
NOW, THEREFORE, in consideration of the mutual promises and obligations stated in
this First Amendment and the Development Agreement, the adequacy of which is hereby
acknowledged, the Parties agree as follows:
1. The following information is inserted into Exhibit A to the Development
Agreement immediately following the phrase "Equipment List ":
A. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532C4GT209001)
B. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532C6GT209002)
C. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532C8GT209003)
D. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532CXGT209004)
E. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532C1GT209005)
F. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532C3GT209006)
2. Unless expressly modified by this First Amendment, the terms and provisions of
the Development Agreement remain in full force and effect.
[Signature page follows.]
IN WITNESS WHEREOF, the Parties hereby execute this First Amendment to Economic
Development Agreement to be effective on the Effective Date stated above.
COMMISSION:
CITY OF SOUTH BEND,
DEPARTMENT OF REDEVELOPMENT
Marcia I. Jones, President
ATTEST:
Donald E. Inks, Secretary
DEVELOPER:
LIPPERT COMPONENTS MANUFACTURING,
INC., a Delaware corporation
By:
Printed:
Its:
4000.0000018 49019058.001
2
EXHIBIT 2
First Amendment to Equipment Lease Agreement
[See attached.]
FIRST AMENDMENT TO EQUIPMENT LEASE AGREEMENT
This First Amendment to Equipment Lease Agreement (this "First Amendment ") is
effective as of March 24, 2016 (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 Lippert Components Manufacturing, Inc.,
a Delaware corporation, with offices at 3501 County Road 6 East, Elkhart, Indiana 46514
( "Lippert") (each, a "Party," and collectively, the "Parties ").
RECITALS
WHEREAS, the Parties entered into that certain Economic Development Agreement dated
May 15, 2014 (the "Development Agreement "); and
WHEREAS, pursuant to the Development Agreement, the Parties entered into that certain
Equipment Lease Agreement dated May 15, 2014 (the "Lease "); and
WHEREAS, the Parties mutually acknowledge and agree that the Commencement Date of
the Lease was January 25, 2016; and
WHEREAS, the Parties desire to amend certain terms and provisions of the Lease as stated
in this First Amendment.
NOW, THEREFORE, in consideration of the mutual promises and obligations stated in
this First Amendment and the Lease, the adequacy of which is hereby acknowledged, the Parties
agree as follows:
1. The blank space in Rectial H of the Lease is completed to read "May 15, 2014."
2. The following information is inserted into Schedule A to the Lease immediately
following the phrase "List of Equipment and Location of Installation":
A. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532C4GT209001)
[Location: 1902 W. Sample St., South Bend, Indiana 46619]
B. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532C6GT209002)
[Location: 1902 W. Sample St., South Bend, Indiana 46619]
C. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532C8GT209003)
[Location: 1902 W. Sample St., South Bend, Indiana 46619]
D. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532CXGT209004)
[Location: 1902 W. Sample St., South Bend, Indiana 46619]
E. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532C1GT209005)
[Location: 1902 W. Sample St., South Bend, Indiana 46619]
F. Hyundai Translead trailer model VI2530152 -AJRS (VIN 3H3V532C3GT209006)
[Location: 1902 W. Sample St., South Bend, Indiana 46619]
3. Unless expressly modified by this First Amendment, the terms and provisions of
the Lease remain in full force and effect.
4. Capitalized terms used in this First Amendment will have the meanings set forth in
the Lease unless otherwise stated herein.
IN WITNESS WHEREOF, the Parties hereby execute this First Amendment to Equipment
Lease Agreement to be effective on the Effective Date stated above.
ATTEST:
Donald E. Inks, Secretary
4000.0000018 50320184.001
COMMISSION:
CITY OF SOUTH BEND,
DEPARTMENT OF REDEVELOPMENT
Marcia I. Jones, President
DEVELOPER:
LIPPERT COMPONENTS MANUFACTURING,
INC., a Delaware corporation
By: _
Printed:
Its: