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HomeMy WebLinkAboutBill 16-41 Personal Property Tax Abatement for The Lebermuth Company, Inc.227 W. JEFFERSON BOULEVARD SUITE 1400 S. SOUTH BEND, IN 46601 -1830 April 18, 2016 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: The Lebermuth Company, Inc. Dear Council Member Ferlic: Please find the attached information pertaining to a personal property tax abatement petition for The Lebermuth 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. The Lebermuth Company, Inc. will be investing approximately $1,200,000 in the purchase and installation of new equipment. This new equipment purchase will help grow their current customer base and allow them to pursue additional business from new customers. The project meets the qualifications for a (5) five year personal property tax abatement. A representative from The Lebermuth Company, Inc. will be available to meet with the Committee on Monday, April 25, 2016. 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 -5823. Sincerely, Aaron Kobb Director of Economic Resources Filed in Clerk's Office APR 2 i7 2016 KAREEMAH FOWLER CITY CLERK, SOUTH BEND, IN PLANNING NEIGHBORHOOD ENGAGEMENT BUSINESS DEVELOPMENT ECONOMIC RESOURCES PAMELA C. MEYER BRIAN PAWLOWSKI AARON KOBB TAX A BA TEMENT REPORT TO: SOUTH BEND COMMON COUNCIL FROM: AARON KOBB SUBJECT: PERSONAL PROPERTY TAX ABATEMENT PETITION FOR: The Lebermuth Company, Inc. DATE: April 19, 2016 On Tuesday, April 19, 2016, a petition from The Lebermuth Company, Inc. was received and subsequently filed with the City Clerk for personal property tax abatement consideration for property to be located at 4004 Technology Drive, South Bend, IN 46628. 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 ➢ Approximate $1,200,000 purchase of new equipment to better serve existing customers and pursue additional business. ➢ Total taxes on new equipment over the five year abatement period — $102,945 ➢ Estimated taxes abated on new equipment over the five year abatement period — $47,436 ➢ Total taxes to be paid on new equipment over the five year abatement period — $55,509 EMPLOYMENT IMPACT Per the petition, it is estimated that the total project will: ➢ Create 5 permanent, full -time jobs within the five year representing a new annual payroll of $208,000 ➢ 70 total jobs will be retained with a total annual payroll of $31 abatement period, 16,04pd ire t �e tk S off joe NPR � O 2016 KA8 EMAH E©WLEI1 CITY CLERIC, SOUTH BEND, IN PLANNING NEIGHBORHOOD ENGAGEMENT BUSINESS DEVELOPMENT ECONOMIC RESOURCES PAMELA C. MEYER BRIAN PAWLOWSKI AARON KOBB ABATEMENT QUALIFICATION A review of the tax abatements previously granted, finds that the petitioner has been granted or associated with 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. RESOLUTION NO. A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 4004 Technology Drive, South Bend, IN 46628 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A (5) FIVE -YEAR PERSONAL PROPERTY TAX ABATEMENT FOR: The Lebermuth Company, Inc. WHEREAS, a petition for personal property tax abatement consideration has been filed with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana, requesting that the area commonly known as 4004 Technology Drive, South Bend, IN 46628 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 under the provisions of Indiana Code 6 -1.1 -12.1 et si., and South Bend Municipal Code Sections 2- 76 et seq., and; WHEREAS, the Department of Community Investment has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that the area qualifies as an Economic Revitalization Area under Indiana Code 6 -1.1 -12.1, et seq., and South Bend Municipal Code Sections 2 -76, et sec,., and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law; and WHEREAS, the Community Investment Committee of the Common Council has reviewed said report and recommended to the Common Council that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby determines and finds pursuant to Indiana Code 6 -1.1- 12.1 -4.5 et seq., that: a. The estimate of the cost of the new manufacturing equipment is reasonable for equipment of that type; b. That the estimate of the number of individuals that will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed installation of new manufacturing equipment; C. That the estimate of the annual salaries of those individuals that will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed installation of new manufacturing equipment; d. Any other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed new manufacturing equipment; and e. The totality of benefits is sufficient to justify the deduction requested. SECTION II. The Common Council hereby determines and finds that the proposed new equipment can be reasonably expected to yield the benefits identified in the Statement of Benefits as set forth in Sections 1 through 3 of the Petition for Personal Property Tax Abatement Consideration and that Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, are sufficient to justify the deduction granted under Indiana Code 6 -1.1- 12.1 -4.5. SECTION III. The Common Council hereby accepts the report and recommendation of the Department of Community Investment, and the Community Investment Committee's favorable recommendation, that the area herein described be designated as an Economic Revitalization Area for purposes of personal property tax abatement and hereby makes such a designation. SECTION IV. The Common Council determines that such designation is for personal property tax abatement only and shall be limited to two (2) calendar years from the date of the adoption of this Resolution by the Common Council. SECTION V. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of (5) five years as shown by the attachment pursuant to Indiana Code 6- 1.1- 12.1 -17. SECTION VI. The Common Council directs the City Clerk to cause notice of the adoption of this Declaratory Resolution for Personal Property Tax Abatement to be published pursuant to Indiana Code 5 -3 -1, said publication providing notice of the public hearing before the Common Council on the proposed confirming of said declaration. SECTION VII. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approval by the Mayor. PRESENTEE) NOT APPROVED 4DOPrcD Member of the Common 2 1 ►erk's office APR 20 2016 KAREEMAH FOWLER CITY CLERK, SOUTH BEND, IN r Q. Q T" Q W LO 0 0 N C) 0 0 0 0 'c- C7 O(N @ O O W N N VO O N } II - s � a Iq () in 0 0 JCR, 0 0 0 0 o m C N O O O N m O (O N (D r- LO N M Lr) 0 0 0 0 0 0 o 0 0 O O O O O O * N N C LD m O N O O O N V } 00 } N a) N h co O d O (C) (v N LO N V 0 0 O O N Z Ca 0 0 O O O (Y7 O W O * N m F- O (O 00 N ]-04 O O O 00 N (Op 00 a) 00 } N a) N h 4) C o N N my a (, (n r (C) c 2 U U Q - r cn U Y l0 O aD NN O .O. Y N (Q (0 (Q y� -O C on rn a� rn �� N M co tfj O N X x cu m U m O m U M c C «� �- Y O 7 to N N «� N Q cQ.0 `O a U X N C O r � NUZ mUOU u :1 Eo L n N Um-i o r ti o o 0 0 o O O O C � oo O O r} 0 N 0o O O 00 N U Q a) 0 0 0 0 0 O ao v v X tu N X X w° a ( w >< o 0.2 c � � m �•" N N N N (N U> mmmmm cu a) �0 aaaaa. 0 0 00 W L (0 N 3 > T N co CN Zj O o O U En co 0 O Q a) O O- T C � N ai . 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Y N (Q (0 (Q y� -O C on rn a� rn �� N M co tfj O N X x cu m U m O m U a) N rn E Q co 0m0 C «� �- Y O 7 to N N «� N Q cQ.0 `O a U X N N a) O r � NUZ mUOU u :1 L n N Um-i N O O i Q 6-j U x :O Z~ a O co V (O (N rr'rt-:L ml cY Lo ("mro 0 co °� arm n v Q r- 06 m r t` V Z Ca I- m O NT r to V zO (Y7 O W O m E 06 w m m (O r N N N O O m U .S W cn aD NN O LO N o (O r V cp Z •O N M co tfj O 0m0 IZI x 0) a (4 ai of (o Ci N N O r N 2 X a) N a) 0 0 0 0 0 O U (BOO C X tu N X X w° a� w o 0.2 0 0 0 0 0 � m �•" N N N N (N U> mmmmm cu a) aaaaa. a N C O (0 N T N c o O U En co O Q a) O O- T C � O p (0 N CD w a) T 7 4) a) L E U N Z:, N � •3 Cityof South Bend I ti ,f Petition forIncentives Petr6on mustmclude a $250 filing fee payable to the City Clerk's Office or online via the City's wehsite at `^�st " . rebs hitpJ /saufhbendm gowgovernment /content /tax abatement before processing can be complete. Legal nameas registered wtth`Secretary of state The Lebermuth Company, Inc. ' ea5inessstructure S Corp vestment Details Companywebsite www. leberm uth. corn Proposed project address Fo-04Technology Drive Parentcompanyname - - City, State, zip - - - - - South Bend, IN 46628 Legal owner The Lebermuth Company, p y, Inc. Site acreage or acreage required purchased from out ofstate for the project? Is the real estate owned or Owned $25,000 $1,200,000 (Germany) leased Square feet offacility ..- 1120,000 _ Ifleased by whom Primary company contact name: Carmen Wright Title ' , HR Manager . AIddressofcompanyeontact 4004 Technology Drive Phone 574- 259 -7000 City, State,Zip - South Bend, IN 46628 email Carmen.Wri ht lebermuth.com Companyseniarofficialname Title Mark Sinclair - CFO /Controller Address of company contact (if different from above ) 4004 Technology Drive Phone 574- 259 -7000 `ty , Stag Zip South Bend, W 46628 Email Mark. Sinclair lebermuth.corn Consultant Inform ati on/Agent Hired business consultant /agentname RSM US LLP /Eric Consultant release (Y /N) Y Address 9225 Priority Way West Drive #300 Local economic development partners Y city,State,Zip Indianapolis, IN 46240 Email eric.Ievenha en rsmus.co Brief description ofyour -. Since 1908, The Lebermuth Company has been a leading innovator in the fragrance, company, project, and whythe flavors and essential oils industries. This family owned company is evaluating an eco�om �growthsary for installation of Fricke automated filling equipment for about $1,200,000 in May of 2016 along with possible $225,000 building addition to house the Concordia automated machine. This type of automated equipment generally reduces staff by 4 positions, but the company does not plan on reducing their overall staff levels. The company did not request Personal Property tax abatement on the last expansion in 2013 and has met their goal of $1,200,000 Real Property tax abatement investment goal from 2013. The company did end up creating about 15 net, new jobs from t ' era- thoughthey did not commit to new hiring in previous appli atio il�I�P�EL have additional net, new hiring at this site with about 5 ne stT APR 20 2016 CerttfiedTechnology Park appropriate Yes i ti 0 CommunityRevitalization Enhancement 6%, d�t . No CITY CLERK, SOUTH BEN r Ce that the Building Permit has not been 2S Numher6fresidentialumtrcreated6y`-- issued Y/N ro ect'� _- Ifthisisa petition forpersona ,propertytaxabatement,has No the equipm b'een'installed vestment Details Public Infrastructure needs Off- ( Hasan 504fuodingbeen y What is the value of any 'equipment bein - gpurchasedin What is the valuepfanyequipmentbeing site ofprojectindollars) received? Indiana for the project? purchased from out ofstate for the project? No No $25,000 $1,200,000 (Germany) IN alendarYear Land Acgwsitrori- Building Lease Payments Building Purchase Costs New Building Construction 225,000 Existing Building Improvements New Machinery & Equipment 1,200,000 SpecialTooling/.Retooling New Furniture /Fixtures - New Computer /IT Hardware New Software On -site Rail Infrastructure On -site Fiber Infrastructure • 'Totalhourly "' wage-/o - fringe or bonuses by Calendar " -' `Cumulative #ofnetNEW full time permanentjobs created at project Hourlyaveraeewage;w /q` Totaltraining Total #tolie benefits or bonuses, of expenditure- trained - not cumulative net newjobs not cumulative cumulative CalendarYear- Jobs retained 2016 70 i $26.90 2 $20 2017 5 $ 20 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 ' Full time Part time TOTAL Laborers $18 • 'Totalhourly "' wage-/o - fringe or bonuses by Calendar " -' `Cumulative #ofnetNEW full time permanentjobs created at project Hourlyaveraeewage;w /q` Totaltraining Total #tolie benefits or bonuses, of expenditure- trained - not cumulative net newjobs not cumulative cumulative CalendarYear- Jobs retained 2016 70 $26.90 2 $20 2017 5 $ 20 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 ' Full time Part time Laborers $18 N/A Technical N/A - N/A Managerial N/A N/A Administrative $20 N/A Who will be theindivdual responsible forcoorcidatingwitfi�Carmen Workohe on recruiting. Wright, HR Manager Does your company have an EEO hiring policy? N Are you an EEO employer? NO - Year the last three 2015 years: 2014 . . . . 2013 Pleese describe your commitment to diversity and inclusion by detailing your outreach and recruitment efforts for the last three years as well as current policies. Full Time - Part"Fime = - Full Time PartTime Full Time. Part Time black 3 1 1 1 Hispanic 3 4 4 Asian 2 2 2 Indian Female 48 7 38 14 36 3 Other 1 Public Benefit Item: Information is required on both the construction companies and the companies which will provide materials purchased for this project. Qualify Please complete the table below with the appropriate information. If you qualify for the points, please enter the full amount of available (Yes or No) points. Earned Points Available Points - 1 Construction Related (Contractorsl: A., Employ Local _Companies (75 %) Yes 20 20 B. Purchase Materials from Local Companies (75 %) Yes 20 20 C. Require. Employees vs. Indepen dent Contractors Yes 19 19 D. Require Prevailing Wage (Davis Bacon) 22 E. Require Health Benefits 22 F. Require Pension Benefits 18 G. Maintain Affirmative Action Plan 20 Sub -total Construction Related: 59 141 2 Wage & Benefit Related (Owner): A. Pay Target Wage Levels Yes 33 33 B.. Provide Health Benefits Yes 34 34 C. Provide Pension Benefits Yes 29 29 D. Provide Training Yes 28 28 E. Provide Child Care No 15 F. Provide Transportation Assistance No 14 'G. Provide Employer Assisted Housing program No 9 Sub -total Wage & Benefit Related: 124 162 3 Workforce Related: A. Create New Jobs -_ Yes 42 42 B. Retain Existing Jobs Yes 41 41 C. Maintain Affirmative Action Plan No 35 D. Provide Targeted.Hiring Preference No 34 Sub -total Workforce Related: 83 152 4 Support a Municipal Facility: A. support a SB Municipal Facility (donations to the - zoo, conservatory, museum, etc.) YeS 84 84 Name of Facility POtaWatomi ZOO 5ub -total Municipal Facility: 84 Sub -total from Above: 350 539 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 abatement consideration and pursuant to I.C., 6-11- 12.1 -1, et seq., and South Bend Municipal Code Sec. 2 -76 et seg•, for this petition state the above. Submitted By: f r - Date WliatistheCurrentassessedvalue? Real Property: - Pe-rsorialProperty: Whatisthe projected assessed value? Real Property: Personal Property: What is the tax key number for this project? WhatisthesixdigitNAICScode? 325998 Please attach a Google map and street view of the locati on Please ljsttheamountofreal and personal propertytaxes Real Property Taxes Personal Property Taxes paid for the lastfiveyears when applicable. - -.Year One .: YearTwo ;:.. - `Year Three' Year Four Year Five Total from Applicant Section: 0 539 Total from Staff Section: 0 461 Total Public Benefit Points: 0 1000 - Y or N Poir& Points Public Benefit Item: Project Related: �s t 5 q. 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 SuoteiprojectRelated:. h-t 0 120 6 Super Size Projects (paint values are cumulativel: - A. 100% to 199% 25 B. ', , 200% to 299% 68 C. 300% to 399% 65 D. .. 400% and.Over 52 54h -total Super Size Projects: 0 210 7 Pay for Municitial Infrastructure: A. Pay far Oversizing or Upgrading 14 B. Pay for 26-50% of Extension Cost 26 C. Payfor51- 75 %'ofExten§ionCost, 39 D. Pay for 76=100% of Extension Cost 52 Sub- t.tallnfrastructure Related: 0 131 Total from Applicant Section: 0 539 Total from Staff Section: 0 461 Total Public Benefit Points: 0 1000 STATEMENT OF BENEFITS REAL tSTATE IMPROVEMENTS Form 51767 (RO 110- 14) crIbed by the D apairiment of Local Government Finanpe This statement is being completed for real property that qualifles.under the follovilrig Indiana Code:(dhavk- Redevelopment or rahabilitotion of real estate improvements (Ic 6-1.1-12,14) Cl Rgsidentially distressed area (IC 6-14-12.14A) 2 — o7PAY 2o L _17 FORM S3-1 I Roal Pro porty PRIVACY NOTICE Any Informollon concernIno the Z3z7l_ of the. progri .1 and;speelfic salaries L pid to In IV! ual 6rnplayaes by the rit Owner Is conlid.ehilio per CT01Y 12.1-5.1. — 779sMaydniOnt 00-91 he s4inifted to the body designating 0ahn'411 fhe designaling body-mquIres infirmalibii k6m the ap.01cantin maknig its recision AboiPt vehaffierto designate an Economic RaOiiidiation Area. c7fhenvise, this sFatrt mart must be sr,binitlt?al to tl�e designating body B�FtiR� the redevetopment:vrrehabflitation of rural property for which the parson wib>~ies to claim a dedt+olion. Z The statenierit of benefits form most be submitted to the des4nating body and the area dBSijnafad an economic ravilalization area before Me WItation of the'redeve1pprnerrt or A-habithalibri. for i0ich the person offs1res to claira 6 deduction. To a.b.1alr? a deduction, a. Form , 322/RE most be filed with the CountyAbdiforbafarb May 10 in the year h? which the addition to assessed valuation . is IM206 br nbt later than thirfy PO) days afterthe assessment notice is rballad to the prvoerty owner if it v,,# m0ed afterApril 10. Apmpe46weri0o railed tc '6?0 a decWkon app),itation k0hir? the prescfibed dead&w may file an applIcation haiwean March 1. and May 10 of 6. subsequent yea;;. , . .. 1. . . Aii. .1 prcpady, owner wh'a - files for the deduction must provide the CourilkAddirar and das?gnat1h9 b6dy ift a Form CF-14�?aal Property. -The Foah CF-lAdal Pipperty ihoirld bia.attached to lire Rome 322ME't�6a�i the deduc#011 is first ati2imed Qnd Men irpidated annually for each yearthe deduction is applica . ble. 1C.6- 1;1 -v2 !z. q ) For a Foriii S150IRaaf -propedy that Is approved after June 16, 2013,. the dasignagnq body is required to establish an'96alement wh edule for each ducluction. iillbwed. For a Fomi SEL11FIffal Pffipe)ly that Is appmvad prior to J14y I" jOIZ. fhe abatement schedule eapproved by the de.0grialihiII both remains. in effect. tC ti -1. ?- 72.9 -17 8FCTION I WOAVEK' I'NFORMATION Name of taxpayer The Leb ermuth Company, Inc. Add(ess'aft"ycit(numperandsties4 city stale, and0PmxL-) 4004 Technology Drive, South Bend, IN 46628 Name of cont2m -F-e—r3on Telephone number E -mQ address Mark Slhqlaft° 1( 574 ) 259-7000 mark. sinclair@leb6rtnuth.corn SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Resolution number rCity of South Send, City Council Location of property County E)LGF fivIng dIstric] number 4004 TeChnology De�ve, South Bend, IN 46628 ST JOSEPH 009 ReWPIfem Of feel property impruvemBritsi redevelopmerk or rehabIlliabon fuse eddijonq) sneels irpermaW Eaftated 414M dole (Moni%i, dw Year) aijil Ing impro" ..d merits with additional 9;000 sf to house automated Concordia product line May is, 2016 EsllmBled compWAn date.(month, dox yu December 31, 2016 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current number Salatles Number WaIncd Salanrs Number 3ddj50—ns7— sawe-, 70,00 $3,916,640.00 170.00 1 $3,916,640.00 5.00 U08'000'00 SECTION 4 Es'rimArr=D TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSMED VALUE Current values Plus estimated Values of Iqpused project 225,000.00 .000.00 225,0001.00 Less-values ofarrij property being replaced Net estimated values upon COMP113110n of Pfl)]Wt 221000.00 225,000.00 SECTION 5 WASTE CONVI�RTED AND OTHER 13ENEFITS PROMISEII 13Y T'HE TAXPAYER — Estimated salid waste converted (pounds) Estimated hazardous wiste c Other benerits [ APR 2 0 2016 KAREEMAH FOWLER CITY CLERK, SOUTH BEND, IN I SECTION 6 TAXPAYER CERTIFICATION .1, hereby Partify 1hat the representations in this statement are true, Porlalure oF authorized representsNe^ yearj Printed name Of authorized repraseritgvd. Title* Page 1 of Paget pf2 We find that Te:ppplicant meets the genetral standards in the resolutfon adapted or la be adopted by 1t18; fagdy; Said fesolutian, passed ar:to be passed under IC 8 =1:1.12:1; provides far the tollowing [irtiifatlons: A The designated afea itas bQen limited to a ioerltod oftirria noito exceed calendary6ars' (sea beloit+�,; ij: date khrsifesfgrlatian eiipirt s t - - - B: 7he;type o #_ deduction -" is- aliowed in the dmignaied area is limited.tq: _ 1:� Redevelopment or rehabilitation of real estate improvements Yes., ] Na 2, i4dentialty distressed areas p Y, 'p No C. The ampur t of the a uchon t3pg1t0abli ±: is limited .(0 5: Q: 01her.lirnitailons or.eanditions (specify] E NulTib6bf earsalloVred: y®gr 1 Year 2 Ye6r3. E] Year4 YaarS t -- ed hel©* Year 7 ❑ Year & 11 Yaar, 0 Q 'Yea01 D F Fora stafeinent fif�enefits apprcvad aftsrJune 3U ?t513, did This a- en..- nEsctiedu[e p ®r lC t3 i. i °iL f -17? .. ....ea -. . • Yes No Ifs i attaclh a copy of the abatement sdiedule to ails form. tf no, the designating body is requited to establish an abatement schedule before the deduction can be dale"ined, Wa ha+r also Pt'Vi+ed the'infoiiriaGafl contained in the statement ofhenr3tlts and pitd that the estlmates and expeetatioras are reasonable and have tle {ermined Ifief th'e totaeity of benefits is suffielent to Justify the deductioni described above, Approved (aioa re. end flue of eulftsa72ed memZel W dosJyAOGrrg 86dh Telephone number Dale sr ned f+nonfh day, earl' Printed name of aulhof¢edmembet of desionaling body tame of design8fing body Aliesled by (sionefum apdfiffe ofafl!Wo j Printed name of attester " If the itet ignating body limits fire lime period during which an area Is an ©conomlc revitalization area, Ihat Umifatlon does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6.1.1- 12.1 -17. A Far reSid2ntlaily distressed areas where the Form SB- ilReal Property teas approved pnor to July 1, 2613, the'deduc Hon s established in IC d 1:1 12.I -;l.i remain in effect: The deduction period may not exceed five �5} years. Fora Farm S13-91Real Prupertythat Is approved after June 30. 21313, that designating body is required tv establish an abatement schedule for each deduction allowed' The deduction period rri#s:iot exceed ten (ipj_years. (See IG 6.1,1- 12,1 =17 below.} 8. For the rBdevalnpmanl or rehabllllatlon bf real properly ►vht t@ the Form SH- 11Rea) Property wss approved piiorto'JUfp 1, 2513', the abifornent . scriedrtle apprrved by the designating body remains in effect. For a Farm SB- 11Re21 Property that is approved after June 39, 2418, fire designating bQtiy is required to,establish an abatement schedule far each deduction allowed. (See IC ti -1,1- 12.1 -17 below -) Abatement sche,Oli sk Sem 17.,(a) A design pttg body Srldy,pptvide to a business that is established in or r$lo_c_ated to arevitaizattonarea and that receives a deduction under` >:nGLorti1 gt9; of this chapter -an abatement schsdul¢ h2sad on the follaVAng factors; i1} fha total attiOUnt of the taxpayer's investment in real and �ersohal property.: (2) The numberof nevr futlrtime equivalent jobs &naiad. . (3) The average wage ofthe pew employees comparetl;to the state ribinium wage: (a) The infrastructure requir mpnts for the tezpeyers inveslirifint. (b) This subsection applies to a statarAent of benefits approved after June 311, 2013; A desig atirig body shall estnbiish an abatameni sched6k for each dedric4ion allowed under this chapter. An abatement schedule must specify the psreentags`arisoitnE f.fhe deduction f*r eaGtiye2ir of the deduction. An abaterrientschedule may not exceed ten. (10) years_ (c'I An abatement schedule approved fora particulaf texpayar before July 1, 21)13, irenfains In ef%Ci until the atiatirnent schedule exp9ras under the terms of the'resululion approvirig the taxpayar's staterent of banagts. Paget pf2 STA;TEMEN'� i]F BENEFITS OEERSCNt4t� RRC R�Rjy Sta4eFcrrr 5i7a4'tKV ii'.; > 1 Prescr76sd by iha Deparimsnt of Local Govemment Finance F>aRNi SB 1 f p?p FWACY ROME An�p'.�. intonnatton concerning the cost of the property and speie fie salarles pold to Individual mnployees by the praport owner is confidanlial per IC 6-1.'1 - 12'11 -T. . 1N5TRucvofvs. Y_ This staterrfeht must be submitted to the bbdy designating the Economic Favitaflzaf fon Area poor to the public hearing if the des4na hg _body 7egrriras krA metfan from the applicant in making ils docfsion about yvhethar 10 4`06101016 an i=conomio Fevitatrzetida Area_ Omerwise this statement must be submitted to the designating body BEFORE a person Installs the not r r»an.ul cJurrrig egvfpment and/or research and development equipment. and/or logistical distribudon egrripmsrit anftrin6rm2tion lechnotagy equipment for which the peradn wishes to claim a deductfon. 2. The slatemanf of b6neflls ibrrrt inusl be subMittedlo the designating Uodyand the area designated an et6170m7c tevitaUzallon area before the . inalailotion of qualifying abatable equiprnant for which the person desires to claim a deductfon. 3' To oblate a,deducton; f person must BIo`a cartified deduction schedule with fhe person's jQersonal property rehrm on.a certified - deduction schedule (Fort 703 -ERA) with the township assassar of tha lownsttip tivheta t8e prpp6rYy is situated or iyiUl .the county assessgrif there is no toiinship assessor for the tovinship. The 103 -EAA must be filed between ,lanuary 7 and May f b of the :assessment yaar In which new manufablurfng equipment and/or research and deva)OpmQnt squlpment and/or log,stipai distribtrtiarr etlulpment angler information technology equipment `is hsWI d and fully hmcdona), pnfeis a !!ling axtarrslon has bean obtained. 4 person who obtafns a oing eRtension. mustfrte The fonir between January i unit the extended dua date of 2Jim year +F. Prnpetfy ownars_whase Sfalamant bf 8onefils was approved, must submit Form CF• PP- aniivaJfyt0 shaNCOmplierrce wfth the Statement of 891101rls. (tG'S-f. f= '72.1 -5.5j For r Form SB- 7rpl'thatis.approvedaRerJune3p 2f1i3; thee' asigriatfhgbacfyisregoiredtdrstsbilshsn' abatementsehrdriteforeachdeducl7onaffowad. Para Farm M -IAV that is approved prfor to July 1, 2013 litre abatementschr duk approved by the designating body remains in affect -- SEC�TION ORMATION Name of taxpayer Name of contact persbn The Lebermut]h Company, lrtc. Mark Sinclair Address of Taxpayer Mvmberaedstreeb ft,, sfafo; Bird &Pcod6) ( Telephone number .4009 Technalbgy Drive, South Send, IN 46628. 4 674 ). 25977000 LOCATION DIESCA110TIdA.-OF.PROO.OSED PROJECT Name of des?gnating body - -- - -- Resolution number (s) City of South Bend, .City Council L,00ellon of prvperty county DLGF iaxing dlsidet number 4004 Technology Drive, South Bend, IN 46628 STJOSEPH 009 Description of manufacturing equipment andlar ressarch and development equlpr6ant ESTIMATED STA3IT DATE COMPLETION DATE and/or logistioal distribution equipment and/or information technology equipment. ((Ise additional sheets )f r?ecassary.) Manufacturing Equipment 05115/2016 1213112015 M_anufaeturing Equipment vvith Fricke autornated filling product line R S D Equipment I Wgisl Dist Equipment IT Equipment _- - - — Current number Salerie5 NumherrewIned Satarles Numberadd;tcnal SBlalle6 70 $3,916,640 70 $3,916,640 5 $208,000 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT NOTE: Pursuant t4 It' 6 -1,1- 13.1 -5: i (tl) {a) the MANUFACTURING E ul MENT R gt D EQUIPMENT Loc►sT ❑1ST IT EQUIPMENT EQUIPMENT COST of the proreity is confidential. COST ASSESSED VALUE COST AMSSED G4ST ASSESS@ COST ASSESSED VALUE - - iLUE .dunentvalues Filed in C-I k S Office Plus estimated values. of proposed project _ - 1,200,000 360,000 El - --- - - Less values of any property being replaced I -- -- -_ Net 6slimated values upon completion of project _ SECTION 5 WASTE CONVERTED AND . -. . BY Estimated solid waste converted (pounds) Estimated hazardous wa a cnnv�F-10" t 'V _ - _ Omerbenents: - - — - - — - CITY CLERK, SC?1JT1H PFJD, IM SECTION a TAXPAYER CERTIFICATION 1 hereby ce�lfy that the rtlpmaniatlans In this statement are true: SfgnatureoFauthorized repriesersietive Dales! ned monNf, -da ear � � )-year k — - printed name of atilhorlted representaAye _ Tile `• - Page t of 2 FOR USE OF THE DESIGNAT.1114GA30DY We flays. reuiewed our actlansraj@flnj IP 100)desthlflari of this e60,00610 :revitaliza0url area and find that the applicant : 5. rovldes for. To N10 w 69 adopted in 1. 0 resolution V all. resolution passe, under IC 6.1.1- 12.1 -2 � p 1[mttetioti S5 ti _6�prdved allihGnzed under IC 6- 1,1•f2a1 -2. The destiMbIttid araa has been llm1tcid16 a0dod *11IMe not to exceed Y this designation 6xjilr66 Nam" rh i* tesolutran contains an axpirallorrr defe lorlha da-signawarea. B.. 7ha. type ofd duciton that is allowed in unp.lesignated area 's f1mIted to., f rfg equ PMOTI Enhaif&if Ab&hmi�nt O'er _qn 0 r19�q rp�. dh&-Ji,�Qx if an enham d aballerhardt was npW n%earc; and d" ❑ Ydi ❑ N I pstalla�on avalapmah av*0� to, 0110 Of' Mwe of These types_ 'jo- ❑ Y"! Wt64.'tion of new information technology equipment; ❑ Yes_ ❑ No . equipment - 465'. ssej�55fd Value C1 otludi�n,app e v pqyj manirftc unng e*IpTnent is Mira With C.- Tiii amount of d" licapi t to -777777 POO ba.Ies mMv 'D 16- l desJrep Nq e orffi lutes may if -­ . , 1 6 . ., .4 t - on,. ii —Fos with an assessed vaki&6f I The amount of d uctiorf.app, ira to n EKV research and davo opmen .(one or both hnes may be Mind wit to *VaWlsh 0 Okt, rf 60 0� d) 1110 ap S Um - 'j d to, value of E. -T u yhti 6, -6� 5P 00 0,0?h 4no5; . may ke 064 out 16 establish a AWT, is. il �Iiftiid -io t 66ii with On uaqsq� Vape 0 the amount I f zap n "M On �echro[agy equipmen ot�a -both lines may be fellod out to establish a limit, if dashed.) d. bib, it I us. r;p r H 7 dOdUdlob fOP neXY tnanufactiiifng equipment new ru arch and developmo it equipment andJor i.Otj 6 0!iil staj di tribUdan jqu I' pm: e. nt ati or n . RNV d d adu go s allowed or ��t�.rrrj�lj (�phkojpqy:equiPrneht installe ajn..�rst claimed eligible for c ni I Of .P nh onced A ba t e . nert per . IGS-1. 1-- 12 .148. :j Year.: D Year 4� Y6 ar 5 C CI Year 1 fear Nuit herpf years approve o'lp E) Year 6 Yeat-7 ❑ Year Q yor 6 ❑ -20 J_ FOP Sto.tknont.of &n6fit6 appf-byed after June 30,2­0,1(% did ihisdestnpling oody adept qp,-a.bakementschedule pee 1c ❑ Yes [JNO f ule to 11his form if yes, aqgcjj Ej copy q the abate m ant s cliAd diiii , iitirli, dtfoh bari'bb determinacl_. If no the gn . g h6dy Is required to establish an abatement schedule tiefure the ife& (11,60 tart itsVe revieyresi bite In'fq'Mm fi contained of.barefits and Lind tihat f6 PrM41es 0. $0.i.a reasonable and fiivd _46t0imlnad. . that-ft t6falt0of bb"61ilsis Wffielont!6 justify tlib,deduetioniJescribad'.I*abi3'-VeI Approved py o(slpnafure and tl&iof authorized memberadesignOng body) 1'elephone number Pato signed (rponfh, day. year) body Name of designating body Vlfeof Printed name of attester little dew9nating body limits the time period during whlch an area is an aconorrilc revitalization orep, that limitation does not limit the length of time a :designating. 16*x`O­ is 4in . i . It , lad to . MOW a deduction to a nurabor 61 years that Is less than the number.of years designated under IC 6.1.1- 12.1 -17: S601 IT (,9) A de5lg nanFig bpd rh - sy . , P . F . G%ride to a fidsiness that is established in or a deducUun under section 4 or 4,5 of this chapter an ah2larnent schedule based on thefolloveln factors: (4) th6 tatil arrmnt 6116e• taxpayer's inve5tmerti_q - reel and Pe TBD]al PT .e..r7 ly (2) The number of nevi fuil i.1 * tma equivalent jobs craakd. (3) The average waoe pf the ttti °ernployees OOM C1 to the state minimum wage. (4) The W*tUcture requirarrients for the taxpayer s Irwas M appioved after Julie �6, 20 131 A &81�66!hj b . bd� shall far akfi dwLictinh (b) This applies 16-a- Statement of Welts I 'Wan abat�irnantsc 0( amount of the deduction for ea a ap 5* the parce I rdage j�j Apduaw_ An aba allmv,0 uhd$rl fhll� Chapter. An a6itement schedule must tome. t tOb.d : 1j.*'.rAPY not exceed ten (10) years- d woihe (c) An abatement Se a expires un.er ft,W(Mo h6dWto apprg�d for 0 Part= ar"By*rpiord WY 1. 20.3. Nso[olion ap*pito_Arig the taxPayer's'sistemant the *ffbsnefits.: 2 02 Aaron Kobb From: Michelle Adams Sent: Friday, April 15, 2016 11:26 AM To: Aaron Kobb Cc: Sarah Heintzelman Subject: Tax Abatement Petition Pmts. Hi Aaron, I received two tax abatement petition application payments from Alan Brown for $250.00 each. M Filed in Clerk's Office APR 2 0 2016 KAREEMAH FOWLER CITY CLERK, SOUTH BEND, IN Michelle Adams �t tf Business License Administrator (574) 235 -5912 _ madams @southbendin.gov r City of South Bend ' -M6.4_ ' 227 W. Jefferson Blvd., Suite 1400 S South Bend, IN 46601 Filed in Clerk's Office APR 2 0 2016 KAREEMAH FOWLER CITY CLERK, SOUTH BEND, IN Page 1 of 1 — . . ..- ,-,.. n y__ enninnit