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Home My WebLink AboutAmended 06-26-2023 South Bend Common Council Agenda & Committee Meeting Notice Packet OFFICE OF THE CITY CLERK DAWN M. JONES, CITY CLERK MEMORANDUM TO: MEMBERS OF THE COMMON COUNCIL FROM: DAWN M. JONES, CITY CLERK DATE: THURSDAY, JUNE 22, 2023 SUBJECT: COMMITTEE MEETING NOTICE The following Common Council Committee Meetings have been scheduled for Monday, June 26, 2023: Council Chambers 4th Floor County-City Building 227 W. Jefferson Blvd. South Bend, IN 46601 The Council Chambers will be Open to the Public or Members of the Public May Attend this Meeting Virtually via Microsoft Teams Meeting app here: https://tinyurl.com/06262023CC. 3:00 P.M. HEALTH & PUBLIC SAFETY CHAIRPERSON, WAX Bill No. 43-23 – An Ordinance Adding Chapter 14, Article 10, Sections 14-61 Through and Including 14-63 Addressing Extermination/Pest Control in Residential Rental Unit 3:15 P.M. PERSONNEL & FINANCE CHAIRPERSON, NIEZGODSKI Bill No. 39-23 – An Ordinance Appropriating Additional Funds for Certain Departmental and City Services for 2023 – SUBSTITUTE Bill No. 40-23 – An Ordinance for Budget Transfers for Q2 for 2023 Bill No. 41-23 – An Ordinance Amending Ordinance # 10894-22 Which Fixes Maximum Salaries and Wages of Appointed Officers and Non-Bargaining Employees – SUBSTITUTE Bill No. 42-23 – An Ordinance Creating the 2023 TIF Bond Series Capital Fund #456 3:45 P.M. COMMUNITY INVESTMENT CHAIRPERSON, TOMAS MORGAN Bill No. 23-34 – Declaratory Resolution for 1405 Portage Ave., South Bend, IN 5 yr. Tax Abatement Bill No. 23-35 – Declaratory Resolution for 1202 S. Lafayette Blvd, South Bend, IN 10 yr. Tax Abatement Bill No. 23-36 – Confirming Resolution for 5448 Dylan Drive, South Bend, IN 46628 9 yr. Tax Abatement Bill No. 23-37 – Confirming Resolution for 516 Michigan St, South Bend, IN 6 yr. Real Property Tax Abatement Bill No. 23-38 – Confirming Resolution 516 Michigan St, South Bend, IN 2 yr. Vacant Building Tax Abatement Bill No. 23-39 – Confirming Resolution Mixed-Use 8 yr. Real Property Tax Abatement for Real America Development, LLC at 504 S. Lafayette Blvd. Bill No. 23-40 – Declaratory Resolution Multi-Family Development Real Property Tax Abatement for Advantix Development Corporation – Multiple Properties 4:15 P.M. ZONING & ANNEXATION CHAIRPERSON, HAMANN Bill No. 21-23 – Amending the Zoning Ordinance for Property Located at 1301 & 1305 Elwood Ave, District 1 Bill No. 24-23 – Amending the Zoning Ordinance for Property Located at 1127, 1131, & 1135 W. Western Avenue, District 2 Bill No. 25-23 – Amending the Zoning Ordinance for Property Located at 1436 Bowman, District 3 Bill No. 27-23 – Amending the Zoning Ordinance for Property Located at 1319, 1323, & 1333 LWW, District 2 Bill No. 28-23 – Amending the Zoning Ordinance for Property Located at 735 & 737 Cleveland, District 2 Bill No. 29-23 – Amending the Zoning Ordinance for Property Located at 752 Cleveland, 1216 & 1218 VanBuren, District 1 Bill No. 30-23 – Amending the Zoning Ordinance for Property Located at 901 & 905 Blaine Avenue, District 2 Bill No. 31-23 – Amending the Zoning Ordinance for Property Located at 909 & 911 Sherman, District 1 Bill No. 32-23 – Amending the Zoning Ordinance for Property Located at 906 & 910 Lawndale, District 2 Bill No. 33-23 – Amending the Zoning Ordinance for Property Located at 816 & 822 Lawndale, District 2 Bill No. 34-23 – Amending the Zoning Ordinance for Property Located at 744 & 746 Cleveland, District 1 Bill No. 35-23 – Amending the Zoning Ordinance for Property Located at 1004 S. Franklin, District 2 – SUBSTITUTE Bill No. 36-23 – Amending the Zoning Ordinance for Property Located at 809 & 813 Cleveland, District 2 Bill No. 37-23 – Amending the Zoning Ordinance for Property Located at 1215 & 1217 VanBuren, District 2 – SUBSTITUTE Bill No. 38-23 – Amending the Zoning Ordinance for Property Located at 1202 S. Lafayette, District 2– SUBSTITUTE Council President Sharon L. McBride has called an Informal Meeting of the Council which will commence immediately after the adjournment of the Zoning and Annexation Committee Meeting. INFORMAL MEETING OF THE COMMON COUNCIL PRESIDENT, MCBRIDE 1. Discussion of Council Agenda 2. Update and Announcements 3. Adjournment cc: Mayor James Mueller Committee Meeting List Media NOTICE FOR HEARING AND SIGHT-IMPAIRED PERSONS Auxiliary Aid or Other Services may be Available upon Request at No Charge. Please give Reasonable Advance Request when Possible South Bend Common Council Meeting Agenda Monday, June 26, 2023 7:00 PM The South Bend Common Council meeting will be open to the public at the Council Chambers on the 4th floor of the County-City Building, 227 W. Jefferson Blvd., South Bend, IN 46601 or available by way of a virtual meeting using the Microsoft Teams Meeting App. Public access to the meeting can be granted by this Microsoft Teams Link: https://tinyurl.com/06262023SBCC 1. INVOCATION Eld. Darrell Sanders – Christian Center 2. PLEDGE OF ALLEGIANCE 3. ROLL CALL 4. REPORT FROM SUB-COMMITTEE ON MINUTES March 27, 2023 & May 22, 2023 5. SPECIAL BUSINESS 6. REPORTS FROM CITY OFFICES Update on Pilot Alleys Project – Eric Horvath, Executive Director, Department of Public Works 7. COMMITTEE OF THE WHOLE BILL NO. 21-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1301 AND 1305 ELWOOD AVE. COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA 24-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, APPROVING A PETITION OF THE ADVISORY BOARD OF ZONING APPEALS FOR THE PROPERTY LOCATED AT 1127, 1131, and 1135 WEST WESTERN AVENUE, COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 25-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, APPROVING A PETITION OF THE ADVISORY BOARD OFZONING APPEALS FOR THE PROPERTY LOCATED AT 1436 BOWMAN. COUNCILMANIC DISTRICT NO. 3 IN THE CITY OF SOUTH BEND, INDIANA 27-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE AND SEEKING A SPECIAL EXCEPTION USE FOR PROPERTY LOCATED 1319, 1323, AND 1333 LINCOLN WAY WEST AND , COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 28-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THEZONING ORDINANCE FOR PROPERTY LOCATED 735 AND 737 CLEVELAND, COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 29-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 752 CLEVELAND, 1216 AND 1218 VAN BUREN, COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA 30-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 901 AND 905 BLAINE AVE COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 31-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 909 AND 911 SHERMAN COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA 32-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 906 AND 910 LAWNDALE COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 33-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 816 AND 822 LAWNDALE COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 34-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 744 AND 746 CLEVELAND COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA 35-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1004 S FRANKLIN COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA –SUBSTITUTE 36-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 809 AND 813 CLEVELAND COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 37-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1215 AND 1217 VAN BUREN COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA – SUBSTITUTE 38-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1202 S LAFAYETTE COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA – SUBSTITUTE 39-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, APPROPRIATING ADDITIONAL FUNDS FOR CERTAIN DEPARTMENTAL AND CITY SERVICES OPERATIONS FOR THE YEAR 2023 OF $110,654 FROM THE GENERAL FUND (#101), $1,195,000 FROM THE PARKS AND RECREATION FUND (#201), $56,000 FROM THE CENTRAL SERVICES FUND (#222), $3,127,099 FROM THE LOCAL INCOME TAX – ECONOMIC DEVELOPMENT FUND (#408), $1,000,000 FROM THE PROFESSIONAL SPORTS CONVENTION DEVELOPMENT AREA (#413), $2,322,376 FROM THE 2018 TIF PARK BOND CAPITAL FUND (#452), $1,482,530 FROM THE 2017 PARK BOND CAPITAL FUND (#471), $100,000 FROM THE PARKING GARAGES FUND (#601), $100,000 FROM THE SEWAGE WORKS OPERATIONS FUND (#641), AND $60,000 FROM THE CENTURY CENTER CAPITAL FUND (#671) – SUBSTITUTE 40-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, FOR BUDGET TRANSFERS FOR VARIOUS DEPARTMENTS WITHIN THE CITY OF SOUTH BEND, INDIANA FOR THE YEAR 2023 41-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING ORDINANCE NO. 10894-22, WHICH FIXES MAXIMUM SALARIES AND WAGES OF APPOINTED OFFICERS AND NON- BARGAINING EMPLOYEES OF EXECUTIVE DEPARTMENTS OF THE CITY OF SOUTH BEND FOR CALENDAR YEAR 2023, TO ESTABLISH ONE NEW FULL-TIME POSITION – SUBSTITUTE 42-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, CREATING THE 2023 TIF BOND SERIES A CAPITAL FUND (#456) 43-23 PUBLIC HEARING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, ADDING CHAPTER 14, ARTICLE 10, SECTIONS 14-61 THROUGH AND INCLUDING 14-63 ADDRESSING EXTERMINATION/PEST CONTROL IN RESIDENTIAL RENTAL UNITS 8. RISE AND REPORT 9. REGULAR MEETING RECONVENED 10. BILLS ON THIRD READING BILL NO. 21-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1301 AND 1305 ELWOOD AVE. COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA 24-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, APPROVING A PETITION OF THE ADVISORY BOARD OF ZONING APPEALS FOR THE PROPERTY LOCATED AT 1127, 1131, and 1135 WEST WESTERN AVENUE, COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 25-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, APPROVING A PETITION OF THE ADVISORY BOARD OF ZONING APPEALS FOR THE PROPERTY LOCATED AT 1436 BOWMAN. COUNCILMANIC DISTRICT NO. 3 IN THE CITY OF SOUTH BEND, INDIANA 27-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE AND SEEKING A SPECIAL EXCEPTION USE FOR PROPERTY LOCATED 1319, 1323, AND 1333 LINCOLN WAY WEST AND, COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 28-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 735 AND 737 CLEVELAND, COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 29-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 752 CLEVELAND, 1216 AND 1218 VAN BUREN, COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA 30-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 901 AND 905 BLAINE AVE COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 31-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 909 AND 911 SHERMAN COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA 32-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 906 AND 910 LAWNDALE COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 33-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 816 AND 822 LAWNDALE COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 34-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 744 AND 746 CLEVELAND COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 744 AND 746 CLEVELAND COUNCILMANIC DISTRICT NO. 1 IN THE CITY OF SOUTH BEND, INDIANA 35-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1004 S FRANKLIN COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA –SUBSTITUTE 36-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 809 AND 813 CLEVELAND COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA 37-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1215 AND 1217 VAN BUREN COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA – SUBSTITUTE 38-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1202 S LAFAYETTE COUNCILMANIC DISTRICT NO. 2 IN THE CITY OF SOUTH BEND, INDIANA – SUBSTITUTE 39-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, APPROPRIATING ADDITIONAL FUNDS FOR CERTAIN DEPARTMENTAL AND CITY SERVICES OPERATIONS FOR THE YEAR 2023 OF $110,654 FROM THE GENERAL FUND (#101), $1,195,000 FROM THE PARKS AND RECREATION FUND (#201), $56,000 FROM THE CENTRAL SERVICES FUND (#222), $3,127,099 FROM THE LOCAL INCOME TAX – ECONOMIC DEVELOPMENT FUND (#408), $1,000,000 FROM THE PROFESSIONAL SPORTS CONVENTION DEVELOPMENT AREA (#413), $2,322,376 FROM THE 2018 TIF PARK BOND CAPITAL FUND (#452), $1,482,530 FROM THE 2017 PARK BOND CAPITAL FUND (#471), $100,000 FROM THE PARKING GARAGES FUND (#601), $100,000 FROM THE SEWAGE WORKS OPERATIONS FUND (#641), AND $60,000 FROM THE CENTURY CENTER CAPITAL FUND (#671) – SUBSTITUTE 40-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, FOR BUDGET TRANSFERS FOR VARIOUS DEPARTMENTS WITHIN THE CITY OF SOUTH BEND, INDIANA FOR THE YEAR 2023 41-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING ORDINANCE NO. 10894-22, WHICH FIXES MAXIMUM SALARIES AND WAGES OF APPOINTED OFFICERS AND NON-BARGAINING EMPLOYEES OF EXECUTIVE DEPARTMENTS OF THE CITY OF SOUTH BEND FOR CALENDAR YEAR 2023, TO ESTABLISH ONE NEW FULL-TIME POSITION 42-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, CREATING THE 2023 TIF BOND SERIES CAPITAL FUND (#456) 43-23 THIRD READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, ADDING CHAPTER 14, ARTICLE 10, SECTIONS 14-61 THROUGH AND INCLUDING 14- 63 ADDRESSING EXTERMINATION/PEST CONTROL IN RESIDENTIAL RENTAL UNITS 11. RESOLUTIONS BILL NO. 23-34 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 1405 PORTAGE AVENUE, SOUTH BEND, IN 46616 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE- YEAR (5) REAL PROPERTY TAX ABATEMENT FOR PEAK INVESTMENT AND ASSET MANAGEMENT LLC 23-35 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 1202 SOUTH LAFAYETTE BOULEVARD, SOUTH BEND, IN 46624 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A TEN-YEAR (10) REAL PROPERTY TAX ABATEMENT FOR KCG COMPANIES. LLC 23-36 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 5448 DYLAN DRIVE, SOUTH BEND, IN 46628 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A NINE- YEAR (9) REAL PROPERTY TAX ABATEMENT FOR GLC PORTAGE PRAIRIE, LLC 23-37 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 516 SOUTH MICHIGAN STREET, SOUTH BEND IN 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A SIX-YEAR (6) REAL PROPERTY TAX ABATEMENT FOR HERSTORIC PROPERTIES, LLC 23-38 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 516 SOUTH MICHIGAN STREET, SOUTH BEND, IN 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A TWO-YEAR (2) VACANT BUILDING TAX ABATEMENT FOR HERSTORIC PROPERTIES, LLC 23-39 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 504 SOUTH LAFAYETTE BOULEVARD, SOUTH BEND, IN 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF AN EIGHT-YEAR (8) REAL PROPERTY TAX ABATEMENT FOR REAL AMERICA DEVELOPMENT, LLC 23-40 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS MULTIPLE PROPERTIES AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A TEN-YEAR (10) REAL PROPERTY TAX ABATEMENT FOR ADVANTIX DEVELOPMENT CORPORATION 12. BILLS OF FIRST READING BILL NO. 44-23 FIRST READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1006 ST VINCENT STREET COUNCILMANIC DISTRICT NO. 4 IN THE CITY OF SOUTH BEND, INDIANA 45-23 FIRST READING ON AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF THE SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1018 N FRANCES STREET, COUNCILMANIC DISTRICT NO. 4 IN THE CITY OF SOUTH BEND, INDIANA 13. UNFINISHED BUSINESS 14. NEW BUSINESS 15. PRIVILEGE OF THE FLOOR 16. ADJOURNMENT NOTICE FOR HEARING AND SIGHT-IMPAIRED PERSONS Auxiliary Aid or Other Services may be Available upon Request at No Charge. Please give Reasonable Advance Request when Possible 2023 COMMON COUNCIL STANDING COMMITTEES (Rev. 04-24-2023) COMMUNITY INVESTMENT COMMITTEE Oversees the various activities of the Department of Community Investment. This Committee reviews all real and personal tax abatement requests and works closely with the Business Development Team. Rachel Tomas Morgan, Chairperson Eli Wax, Member Troy Warner, Vice-Chairperson Thomas Kurzhal, Citizen Member Henry Davis, Jr., Member Kaine Kanczuzewski, Citizen Member COMMUNITY RELATIONS COMMITTEE Oversees the various activities of the Engagement and Economic Empowerment, Neighborhood Development, and Community Resources Teams within the City’s Department of CI and is charged with facilitating partnerships and ongoing communications with other public and private entities operating within the City. Troy Warner, Chairperson Canneth Lee, Member Lori K. Hamann, Vice-Chairperson Eli Wax, Member Citizen Member COUNCIL RULES COMMITTEE Oversees the regulations governing the overall operation of the Common Council, as well as all matters of public trust. Its duties are set forth in detail in Section 2-10.1 of the South Bend Municipal Code. Sharon L. McBride, Member Eli Wax, Member Sheila Niezgodski, Member HEALTH AND PUBLIC SAFETY COMMITTEE Oversees the various activities performed by the Fire and Police Departments, EMS, Department of Code Enforcement, ordinance violations, and related health and public safety matters. Eli Wax, Chairperson Troy Warner, Member Karen L. White, Vice-Chairperson Canneth Lee, Member Rachel Tomas Morgan, Member Desmont Upchurch, Citizen Member INFORMATION AND TECHNOLOGY COMMITTEE- Innovation Oversees the various activities of the City’s Department of Innovation, which includes the Divisions of Information Technology and 311 so that the City of South Bend remains competitive and on the cutting edge of developments in this area. Reviewing and proposing upgrades to computer systems and web sites, developing availability and access to GIS data and related technologies are just some of its many activities. Rachel Tomas Morgan, Chairperson Canneth Lee, Member Lori K. Hamann, Vice-Chairperson Maria Gibbs, Citizen Member Matthew Coats, Citizen Member PARC COMMITTEE- Venues Parks and Arts (Parks, Recreation, Cultural Arts & Entertainment) Oversees the various activities of the Century Center, College Football Hall of Fame, Four Winds Stadium, Morris Performing Arts Center, Studebaker National Museum, South Bend Regional Museum of Art, Potawatomi Zoo, My SB Trails, DTSB relations, and the many recreational and leisure activities offered by the Department of Venues Parks and Arts. Canneth Lee, Chairperson Henry Davis, Jr., Member Troy Warner, Vice-Chairperson Rachel Tomas Morgan, Member Beth Sanford, Citizen Member Citizen Member PERSONNEL AND FINANCE COMMITTEE Oversees the activities performed by the Department of Administration and Finance, and reviews all proposed salaries, budgets, appropriations, and other fiscal matters, as well as personnel policies, health benefits and related matters. Sheila Niezgodski, Chairperson Eli Wax, Member Troy Warner, Vice-Chairperson Canneth Lee, Member Rachel Tomas Morgan, Member PUBLIC WORKS AND PROPERTY VACATION COMMITTEE Oversees the various activities performed by the Building Department, the Department of Public Works and related public works and property vacation issues. Sheila Niezgodski, Chairperson Lori K. Hamann, Member Karen L. White, Vice-Chairperson Carl Littrell, Citizen Member Jason Piontek, Citizen Member RESIDENTIAL NEIGHBORHOODS COMMITTEE Oversees the various activities and issues related to neighborhood development and enhancement. Karen L. White, Chairperson Henry Davis, Jr., Member Canneth Lee, Vice-Chairperson Sheila Niezgodski, Member Amika Micou, Citizen Member Lakeyue Williams, Citizen Member UTILITIES COMMITTEE Oversees the activities of all enterprise entities including but not limited to the Bureau of Waterworks, Bureau of Sewers, and all related matters. Henry Davis, Jr., Chairperson Troy Warner, Member Eli Wax, Vice-Chairperson Lori K. Hamann, Member Citizen Member Citizen Member ZONING AND ANNEXATION COMMITTEE Oversees the activities related to the Board of Zoning Appeals, recommendations from the Area Plan Commission and the Historic Preservation Commission, as well as all related matters addressing anne xation and zoning. Lori K. Hamann, Chairperson Sheila Niezgodski, Member Henry Davis, Jr., Vice-Chairperson Karen L. White, Member James Snodgrass, Citizen Member ________________ SUB-COMMITTEE ON MINUTES Reviews the minutes prepared by the Office of the City Clerk of the regular, special, and informal meetings of the Common Council and makes a recommendation on their approval/modification to the Council. Troy Warner, Member Eli Wax, Member 2023 COMMON COUNCIL STANDING COMMITTEES (Rev.01-09-2023) CANNETH LEE, 1ST District Council Member Chairperson, Committee of the Whole PARC Committee, Chairperson Health & Public Safety Committee, Member Residential Neighborhoods Committee, Vice-Chairperson Information & Technology Committee, Member Community Relations Committee, Member Personnel & Finance Committee, Member HENRY DAVIS, JR. 2nd District Council Member Utilities Committee, Chairperson Residential Neighborhoods Committee, Member Zoning & Annexation Committee, Vice-Chairperson PARC Committee, Member Community Investment Committee, Member SHARON L. MCBRIDE, 3rd District Council Member President Council Rules Committee, Member TROY WARNER, 4TH District Council Member Community Relations Committee, Chairperson Health & Public Safety Committee, Member Personnel & Finance Committee, Vice-Chair Utilities Committee, Member PARC Committee, Vice-Chairperson Sub-Committee on the Minutes, Member ELI WAX, 5TH District Council Member Health & Public Safety Committee, Chairperson Community Relations Committee, Member Utilities Committee, Vice-Chairperson Sub-Committee on Minutes, Member Community Investment, Member Council Rules Committee, Member Personnel & Finance Committee, Member SHEILA NIEZGODSKI, 6TH District Council Member Vice-President Personnel & Finance Committee, Chairperson Residential Neighborhoods Committee, Member Public Works & Property Vacation, Chairperson Zoning & Annexation Committee, Member Council Rules Committee, Member RACHEL TOMAS MORGAN, AT LARGE Council Member Information & Technology Committee, Chairperson PARC Committee, Member Community Investment Committee, Chairperson Personnel & Finance Committee, Member Health & Public Safety Committee, Member KAREN L. WHITE, AT LARGE Council Member Residential Neighborhoods Committee, Chairperson Public Works & Property Vacation, Vice Chairperson Health & Public Safety Committee, Vice-Chairperson Zoning & Annexation Committee, Member LORI K. HAMANN, AT LARGE Council Member Zoning & Annexation Committee, Chairperson Public Works & Property Vacation, Member Information & Technology Committee, Vice-Chairperson Utilities Committee, Member Community Relations Committee, Vice- Chairperson Sharon L. McBride President Sheila Niezgodski Vice-President Canneth Lee Chairperson, Committee of the Whole Canneth Lee First District Henry Davis, Jr. Second District Sharon L. McBride Third District Troy Warner Fourth District Eli Wax Fifth District Sheila Niezgodski Sixth District Karen L. White At Large Rachel Tomas Morgan At Large Lori K. Hamann At L arge City of South Bend Common Council 441 County-City Building• 227 W. Jefferson Blvd South Bend, Indiana 46601 March 8, 2023 Chairperson Eli Wax Health and Public Safety Committee South Bend Common Council 4th Floor, County-City Building South Bend, IN 46601 (574)235-9321 Fax (574) 235-9173 1DD (574) 235-5567 http://www.southbendin.gov Filed in Clerk's Office I_ JUN O 7 2023 DAW . M. JONES CITY CLERK. SOUTH BEND, IN RE: AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, ADDING CHAPTER 14, ARTICLE 10, SECTIONS 14-61 THROUGH AND INCLUDING 14-63 ADDRESSING EXTERMINATION/PEST CONTROL IN RESIDENTIAL RENTAL UNITS. Dear Chairp erson Wax: Most of us in our youth heard our elders say "Good night. Don't let the bed bugs bite." That cute childhood rhyme has a much different meaning today. It is now an actual warning. Bed bug infestations throughout the entire city are distressing our residents. It has gotten so bad that teachers are leaving classrooms to avoid risking taking bed bugs home with them. Something must change Bedbugs are not the only pests that jeopardize public safety. Infestations of other pests such as cockroaches, ants, bees and even squirrels and raccoons pose a danger to our residents. These dangers can be especially urgent in rental units and affect the health and safety of not only tenants, but also of the entire community. Examples are bedbugs and cockroaches. These pests are easily transferred from one structure to another, such as a home to a school and back to another home. Often the responsibility for extermination of such pests is not clear. The purpose of this ordinance is to establish who is responsible for the extermination of infestations of such pests and establishing penalties for violations of the ordinance. This ordinance does not pertain to, regulate, or discuss which party to the lease is to ultimately pay for the pest eradication. BILL NO. 43-23 County-City Building 227 W Jefferson Blvd Suite. 1200 N South Bend, IN 4660 I James Mueller, Mayor City of South Bend Phone 31 I inside City limits Em ail 3 1 l@southbendin.gov Website Southbendin.gov r-----···-··-•·--•·-------,Filed in Clerk's Office JUN 2 1 2023 DAW--·N···M·�· -JONE-S CITY CLERK, SOUTH BEND, IN Depa rtm en t of Adm in istra tion & Fina nee Division of Human Resources June 22, 2023 Sharon McBride, President City of South Bend Common Council 227 W. Jefferson Boulevard, 4th Floor South Bend, Indiana 4660 I RE: Q2 2023 Additional Appropriation Ordinance -Substitute Bill No. 39-23 Dear President McBride, During the past several years, it has been the practice of the City of South Bend to request department heads, fiscal staff, and city administration to conduct an extensive review of the status of compliance with the adopted city budget and propose necessary adjustments periodically throughout the year. For 2023, we plan to propose adjustments during four time periods-March, June, September and December. Based on our further review, we are submitting a substitute version of Bill No. 39-23 for your consideration. The original bill has been reduced by a total of $3,087,492. Fund 452 was reduced by $2,194,505 and Fund 471 was reduced by $892,987 due to encumbered funds and funds already budgeted for. The adjusted appropriation amount is reflected in the Q2 Budget Adjustment detail. I will present this Substitute bill to the Common Council at the appropriate committee and Council meetings scheduled for June 26, 2023. Thank you for your attention to this request. If you should have any questions, please feel to contact me at 574-235-9822. Regards, 11if tJJQ..; Kyle Willis City Controller SUBSTITUTE BILL NO. 39-23 County-City Building 227 W Jefferson Blvd Suite, 1200 N South Bend, IN 46601 James Mueller, Mayor June 7, 2023 Sharon McBride, President City of South Be Department of Administration & F Division of Human Resources City of South Bend Common Council 227 W. Jefferson Boulevard, 4th Floor South Bend, Indiana 46601 RE: Q2 2023 Budget Transfer Ordinance Dear President McBride, Phone Email Website 311 inside City limits 311@southbendin.gov Southbendin.gov Filed in Clerk's Office JUN:·0·5 2or DAWN M-.-JONES CLERK, SOUTH_BEND, IN During the past several years, it has been the practice of the City of South Bend to request department heads, fiscal staff, and city administration to conduct an extensive review of the status of compliance with the adopted city budget and propose necessary adjustments periodically throughout the year. For 2023, we plan to propose adjustments during four time periods-March, June, October and December. Based on our budget review, we are submitting the enclosed budget transfer ordinance for your consideration. I will present this bill to the Common Council at the appropriate committee and Council meetings. It is requested that this bill be filed for 1st reading on June 12, 2023, with 2nd reading, public hearing and 3rd reading scheduled for June 26, 2023. Thank you for your attention to this request If you should have any questions, please feel to contact me at 574-235-9822. Regards Kyle Willis City Controller BILL NO. 40-23 County-City Building 227 W .Jefferson Blvd Suite. 1200 N South Bend, IN 46601 James Mueller, Mayor June 22, 2023 Sharon McBride, President City of South Bend Department of Administration & Finance Division of Human Resources City of South Bend Common Council 227 W. Jefferson Boulevard, 4th Floor South Bend, Indiana 46601 RE: Salary Ordinance Amendment -Substitute Bill Dear President McBride, Phone 311 inside City limits Email 31 l@southbendin.gov Website Southbendin.gov Filed in Clerk's Office JUN 2 1 2023 DAWN M. JONES CITY CLERK, SOUTH BEND, IN On October 10, 2022, the South Bend Common Council passed Ordinance No. 10894-22, which fixed maximum salaries and wages of appointed officers and non-bargaining employees of the City of South Bend for the calendar year 2023. It was amended by Ordinance No. 10921-23, passed by the Council on March 13, 2023. Based up further review, we now request a further amendment to this non-bargaining salary ordinance, specifically to make the following change: •Establish a full-time Financial Systems Specialist position (with a 2023 salary cap of $66,645) and change the title of a full-time position (from Design Specialist to Web Manager) with no change to the salary cap. I will present this substitute bill to the Common Council at the appropriate committee and Council meetings on June 26, 2023 to coincide with the second quarter budget adjustment bills. Thank you for your attention to this request. If you should have any questions, please feel to contact me at 574-235-9822. Regards, Kf tJJL· Kyle Willis City Controller SUBSTITUTE BILL NO. 41-23 County-City Building 227 W Jefferson Blvd Suite, 1200 N South Bend, IN 46601 James Mueller, Mayor June 7, 2023 Sharon McBride, President City of South Bend Department of Administration & Finance Division of Human Resources City of South Bend Common Council 227 W. Jefferson Boulevard, 4th Floor South Bend, Indiana 46601 RE: Creation of Fund 456 Ordinance Dear President McBride, Phone Email Website During the past several years, it has been the practice of the Controller's Office to have the Common-Council approve the creation of a new fund as required by our internal policies. Fund 456 is being created for the purpose of receiving and disbursing the bond proceeds of the 2023 South Bend Redevelopment Authority Lease Rental Revenue Bonds, Series A. 311 inside City limits 311@southbendin.gov Southbendin.gov I will present this bill to the Common Council at the appropriate committee and Council meetings. It is requested that this bill be filed for 1st reading on June 12, 2023, with 2nd reading, public hearing and 3rd reading scheduled for June 26, 2023. Thank you for your attention to this request. If you should have any questions, please feel to contact me at 574-235-9822. Regards, rf tJ:iR' Kyle Willis City Controller Filed in Clerk's Office JUN O' 6 202'.1 DAWN M. JONES CITY CLERK, SOUTH BEND, IN BILL NO. 42-23 June 21, 2023 CITY OF SOUTH BEN COMMUNITY INVESTMENT Council Member Rachel Tomas Morgan Chairperson, Community Investment Committee South Bend Common Council County-City Building, 4 th Floor South Bend, Indiana 46601 Filed in Clerk's Office JUN 2 1 2023 DAWN M. JONESCITY CLERK, SOUTH BEND, IN RE: Declaratory Resolution: Retail Development Real Property Tax Abatement Petition for Peak Investment and Asset Management LLC Dear Council Member Tomas Morgan: Please find the enclosed inf ormation pertaining to a retail development real property tax abatement petition submitted by Peak Investment and Asset Management LLC, an Indiana Limited Liability Company. This petition package includes: •Department of Community Investment's summary report •Petition for abatement •Statement of Benefits form (SB-1 / Real Property) •Supporting information The report contains the Department's findings relative to the above-mentioned petition. The petitioner plans to construct a retail center consisting of two brand new buildings (10,300 square feet total) at the corner of Portage and Elwood Avenues in South Bend. The site is currently a vacant gas station. The total private investment for the project is $1.44 million. The project meets the requirements established by Sections 2-79 et seq. and would qualify for a five-year (5) retail development real property tax abatement. A representative from Peak Investment and Asset Management LLC will be available to meet with the Committee on Monday, June 26, 2023. If you or any of the other Council members have questions concerning the report or need additional information, please contact me at (574) 235-5838. Sincerely, _ � (_) /�"'_/ Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 1400S County·C1ty Building 227 W J fferson Blvd. South Bend, Indiana 46601 p 574.235.9371 www.southbcnd1n.gov BILL NO. 23-34 LIFiledffice BILL NO. 23-34 RESOLUTION NO. 5030-23 iND,IN 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 1405 Portage Avenue, South Bend, IN 46616 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A FIVE-YEAR (5) REAL PROPERTY TAX ABATEMENT FOR Peak Investment and Asset Management LLC WHEREAS, a petition for real property tax abatement consideration has been filed with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana, requesting that the area described as: Key Number: 71-03-35-360-020.000-026 Commonly Known As: 1405 Portage Avenue Legal Description: Lot C Victory Add& Vac Alley N&Adj&Ex Se Tri Cor to City 20/21 Con w/018-2182-6830 Per Assessors Req IC 6-1.1-5-16 be designated as an Economic Revitalization Area under the provisions of Indiana Code 6-1.1- 12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS,petitioner has agreed to and has accepted responsibility to report any changes in the Key Number and legal description to the Department of Community Investment and to the Office of the City Clerk; and WHEREAS,the Department of Community Investment has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that the area qualifies as an Economic Revitalization Area under Indiana Code 6-1.1-12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq., and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law; and WHEREAS,the Community Investment Committee of the Common Council has reviewed said report and recommended to the Common Council that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby determines and finds that the Petition for Real Property Tax Abatement and the Statement of Benefits form completed by the Petitioner meet the requirements of Indiana Code 6-1.1-12.1 et seq. for tax abatement. SECTION II. The Common Council hereby determines and finds the following: A. That the description of the proposed redevelopment or rehabilitation meets the applicable standards for such development; B. That the estimate of the value of the redevelopment or rehabilitation is reasonable for projects of this nature; C. That the estimate of the number of individuals who will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed described redevelopment or rehabilitation; D. That the estimate of the annual salaries of those individuals who will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed redevelopment or rehabilitation; E. That the other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed described redevelopment or rehabilitation; and F. That the totality of benefits is sufficient to justify the requested deduction, all of which satisfy the requirements of Indiana Code 6-1.1-12.1-3. SECTION III. The Common Council hereby determines and finds that the proposed described redevelopment or rehabilitation can be reasonably expected to yield benefits identified in the Statement of Benefits, Sections 1 through 3 of the Petition for Real Property Tax Abatement Consideration and the Memorandum of Agreement between the Petitioner and the City of South Bend, and that the Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, is sufficient to justify the deduction granted under Indiana Code 6-1.1-12.1-3. SECTION IV. The Common Council hereby accepts the report and recommendation of the Community Investment Committee that the area herein described be designated as an Economic Revitalization Area and hereby adopts a Resolution designating the area as an Economic Revitalization Area for purposes of real property tax abatement. SECTION V. The designation as an Economic Revitalization Area shall expire on December 31, 2026. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of five (5) years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17. Year 1 - 100% Year 2 - 90% Year 3 - 80% Year 4 - 70% Year 5 - 60% SECTION VII. The Common Council directs the City Clerk to cause notice of the adoption of this Declaratory Resolution for Real Property Tax Abatement to be published pursuant to Indiana Code 5-3-1 and Indiana Code 6-1.1-12.1-2.5, said publication providing notice of the public hearing before the Common Council on the proposed confirming of said declaration. SECTION VIII. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approval by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2023, at o'clock .m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023,at o'clock m. James Mueller, Mayo City of South Bend Filed in Clerk's Office JUN 2 1 2023 DAWN M.JONES CITY CLERK,SOUTH BEND,IN TAX ABATEMENT REPORT TO: South Bend Common Council FROM: Erik Glavich, Director, Growth and Opportunity SUBJECT: Retail Development Real Property Tax Abatement Petition for Peak Investment and Asset Management LLC DATE: June 21, 2023 On June 13, 2023, a petition for tax abatement from Peak Investment and Asset Management, LLC was filed with the Office of the City Clerk. The petition seeks consideration for a retail development real property tax abatement for property located at 1405 Portage Avenue in South Bend. Pursuant to Chapter 2, Article 6, Section 2-84.9 of the Municipal Code of the City of South Bend, the 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 Indiana Code 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 Peak Investment and Asset Management LLC purchased the former Speedway gas station located at 1405 Portage Avenue in 2022 and plans to develop a neighborhood shopping center(10,300 square feet). The center will consist of two brand new buildings separated by a parking lot, which will be accessed from Elwood Avenue. One of the buildings will include three (3) storefronts directly on Portage Avenue. The expected private investment in the project is $1.44 million. This neighborhood shopping center is anticipated to provide retail space opportunity for small business owners, which in turn should create 15-20 new jobs. The project is intended to bring livelihood to the community with a stated goal of dedicating the shopping center to District 1 of the City of South Bend. Employment Impact Peak Investment and Asset Management LLC is projecting that the shopping center will lead to the creation of at least 15 new positions with an average starting wage of$16 per hour in the first year of operations. Jobs would be created by tenants. Tax Estimates The petitioner qualifies for a five-year(5) retail development real property tax abatement. Estimated taxes due annually for the current property: $2,771 Estimated annual taxes after the project's completion: $39,437 Total estimated taxes during the five-year(5) abatement period: $197,183 o Estimated taxes being abated during the abatement period: $124,908 o Estimated total taxes to be paid during the abatement period: $72,275 Abatement Qualification 1. A review of the tax abatements previously granted finds that the petitioner has not been granted or is associated with a previous abatement. 2. The property is properly zoned for the proposed project. 3. Taxes on the property have been paid in full. 4. A review of the South Bend Redevelopment designation areas finds that the property is in the River West Development Area. 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for a five-year(5) retail development real property tax abatement under Division 4 (Retail Development Real Property Tax Abatement), Section 2-79 (Retail developments in Central Business District, East Bank Development Area and Tax Abatement Impact Areas). 2 5-Year Abatement June 16,2023 Peak Investment and Asset Management LLC South Bend Portage Township Commerical Development Real Property Tax Abatement Schedule* Type of Property: Retail Establishment Estimated Project Cost: $ 1,400,000 New Construction Property Address: 1405 Portage Avenue Tax Key Number: 71-03-35-360-020,000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Assessed Value(AV) Land 40,000 $ 40,000 $ 40,000 $ 40,000 $ 40,000 $ 40,000 $ 40,000 Structure(AV=80%Project Cost) 41,500 1,120,000 1,120,000 1,120,000 1,120,000 1,120,000 1,120,000 Gross Assessed Value 81,500 1,160,000 1,160,000 1,160,000 1,160,000 1,160,000 1,160,000 Abatement 100% 90% 80% 70% 60% Abatement Deduction 1,078,500) (970,650) (862,800) (754,950) (647,100) Net Assessed Value 81,500 1,160,000 81,500 189,350 297,200 405,050 512,900 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net AV) 4,311 61,361 4,311 10,016 15,721 21,426 27,131 Local Tax Credit(8.7112%of GT-DS) 347)4,941) 347) 807)1,266)1,725)2,185) Circuit Breaker Credit 1,193) (16,983) Taxes Due 2,771 $ 39,437 $ 3,964 $ 9,209 $ 14,455 $ 19,701 $ 24,946 3% 3% 3% 3% 3% 3% 3% Circuit Breaker Cap 2,445 34,800 34,800 34,800 34,800 34,800 34,800 Debt Service(0.3997%of Net AV)326 4,637 326 757 1,188 1,619 2,050 Max Tax Under the Cap 2,771 39,437 35,126 35,557 35,988 36,419 36,850 Combined Year Abatement Current Taxes New Current& Taxes Abated Net Taxes Due Projected Tax Paid New Taxes 1 100% $ 2,771 $ 36,666 $ 39,437 $ (35,473) $ 3,964 2 90% 2,771 36,666 39,437 (30,227)9,209 3 80% 2,771 36,666 39,437 (24,982) 14,455 4 70% 2,771 36,666 39,437 (19,736) 19,701 5 60% 2,771 36,666 39,437 (14,490) 24,946 Total: 13,854 183,329 197,183 (124,908) 72,275 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023. ANT.,`, Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates.City of South Bend FilT • edinCIj '3Cffjce City of South Bend In5tructlon5:Complete pa es 1-3 AND the proper Form S6-t for thetypeofabatement(rdal J d,Petition for Incentives 4 tlivr. property or personal pro-ertyl Petition must include a$250 filing fee payable to the City Clerk's Office for which you are applyir g. a= - • before processing can be complete DAWN ilCif.JO CIE`' General Information Project Name NSC; Project Num•er ND, IN Legal name as registered with Secretary of State Peak Investment and Asset Management LLC Business structure Domestic Limited Liability Company Company website N/A Proposed Project Information Proposed project address 1405 Portage Ave Parent company name City,State,Zip South Bend, IN 46616 Legal owner Site acreage or acreage required 0.4 Is the real estate 555500 or leased? Owned Square feet of facility 10,300 If leased,by whom? Primary Contact Information Primary company contact name Praveen K Gulati nde Owner/Manager Address of company contact 5199 Gardenia Ct Phone (765)412-0756 City,state,Pip West Lafayette, IN 47906 Email praveeng217@grnail.com Senior Official Information Company senior official name Title Same as above Address of company contact Phone if different from above) City,State,Zip Email Consultant Information/Agent Hired business consultant/agent name NiA Consultant release?(YIN) Address Local economic development partners approval?jY/N) City,State,Zip Email Project Overview Brief description of your company,protect,and why the It is with great enthusiasm that we present this proposal for our property is necessary for neighborhood shopping center (NSC). bringThisprojectwill livelihood economic growth to the community pg this area by providing opportunities for small business ownerships and creating 15-20 jobs for area residents. The main goal of our.organization is to dedicate this shopping center to District 1 of the City of South Bend. Certified Technology Park appropriate N/A Is the project in a Tax Incremental Financing TIF)area? If so,which? River West Have Building Permits been issued?(Y/N) Numbar of residential Mitts created by N/ANote-Not eligible for abatement if Yes( N project If this is a petition for personal property tax abatement,has the equipment been Installed?N/A Investment Details Public Infrastructure needs Has any 504 funding been What is the value of any equipment being purchased in What is the value of any equipment being Off-site of project in dollars) received? Indiana for the project? purchased from out of state for the project? 0 No N/A N/A New Protect Investments Calendar Year 2022 2023 2024 2025 2026 2027 2028 2029 Land Acquisition Budding Lease Payments Building Purchase Costs New Building Construction Existing Building Improvements New Machinery&Equipment Special Tooling/Retooling New Furniture/Fixtures New Computer/IT Hardware New Software On-ante Rail Infrastructure On-site Fiber Infrastructure TOTAL 27 000.00 $10.000.00 $1,400,000.00 $0.00 $0.00 $0.00 $0.00 $0.00 Full-lime Permanent Indiana-Resident Positions by Calendar Year Calendar Year Jobs retained [ Hourly Cumulative B of net NEW full time Hourly average wage,w/o Total training Total a to be wor20permanent jobs created at project benefits or bonuses,of expenditure- trained-riot wage.w/o benefits or cumulative net new jobs not cumulative bonuses cumulative 2023 2024 2025 15 16.00 2026 15 16.00 2027 15 16.00 2028 15 20.00 2029 15 20.00 2030 15 20.00 2031 15 22.00 2032 15 S 22.00 2033 15 S 22.00 2034 15 S 22.00 Provide hourly wage Information for new employees in the following positions. Full time Part time Laborers S 13.30 Technical Managerial 15.00 Administrative 15.00 Who will be the individual responsible for coordinating with WorkOne on recruiting? Business Owner Does your company have an EEO hiring polky? Yes Are you an EEO employer? Yes Please list the number of full time and part time minority and/or female Please describe your commitment to employees for the following years: diversity and inclusion by detailing your outreach and recruitment efforts for the last Year 2i -,2022 20-21 three years as well as current policies. Full Time Part Time Full Time Part Time Full Time Part Time Black a ,:;,;r t and Asset Manageme r. Hispanic does riot have direct employees and employs third parties to manage our Asian properties,This will be case for this project.We are strongly committed to Indian developing a project that will be a point or pride for the neighborhood and wilt Female support job growth and the economic livelihood of the area. Other I Complete below for Real or Personal Property Tax Abatement only. Please sign for all requested incentives. Public Benefit Item: Information is required on both the construction companies and the companies which will provide materials purchased for this project. Qualify Please complete the table below with the appropriate information. If Earned Ppints Available Points you qualify for the points,please enter the full amount of available ( Yes or No) points. 1 Construction Related(Contractors): A. Employ Local Companies(75%) Y 20 20 B. Purchase Materials from Local Companies(75%(Y 20 20 C Require Employees vs.Independent Contractors Y 19 19 D. Require Prevailing Wage N 0 22 E. Require health Benefits N 0 22 F. Require Retirement Benefits N 0 18 G. Maintain Affirmative Action Plan N 0 20 I5ub-total Construction Related: 59 141 2 Wage&Benefit Related(Owner); A. Pay Target Wage Levels Y 33 33 B. Provide Health Benefits N 0 34 C. 'Provide Retirement Benefits N 0 29 D. Provide Training Y 28 28 E. Provide Child Care N 0 15 F. Provide Transportation Assistance N 0 14 G. Provide Employer Assisted Housing program N 0 9 1 Sub-total Wage&Benefit Related: 61 162 3 Workforce Related_: A. 1Create New Jobs Y 42 42 B. Retain Eisti;ig Jobs N 0 41 C. Maintain Affirmative Action Plan Y 35 35 D. Provide Targeted hiring Preference Y 34 34 Sub-total Workforce Related: 111 1.52 4 Support a Municipal Facility: Support a SB Municipal Facility(donations to the A. zoo,conservatory,museum,etc.i N 84 Name of Facility Sub-total Municipal Facility: ef 84 Sub-total from Above: 2'1.3/..5 539 The undersigned owners;cf real property,located within the City of South Bend,herby petition the Common Council of the City of South Bend for a real and/or personal property tax abatement consideration and pursuant to I.C.,6-1.1-12.1-1,et seq.,and South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above. Submitted By: I v \.)L5 -c- Date: o 6 i o 1 j..1 For Staff Use Only Below This Line What Is the current assessed value?Real Property: c Y 4/4 506 Personal Property: What Is the projected assessed value? 'Real Property: 5 . b/ /LVjow Personal Property: What Is the tax key number for this project? 7 ei Z What is the six digit NAILS code? I tv,/A Please attach a Google map and street view of the location. Please list the amount of real and personal property taxes Real Property Taxes: Personal Property Taxes: paid for the last flve years when applicable. Year 07.5.4,, LO Z-Z, 2 2 e`'L'„ %L Year Two J:)z. j j-q . ,Y'/ Year ThreeL L' ,,2i s/. /.5' Year Four 23G./1 3..3.0 Year Five Lir) /..? i . JL, Please fill out the following Public Benefit Summary Information and add to total from above. V or NI Pointy Points i Public Benefit Item: Project Related: 5 A. Redevelop a Site that has Special Needs I tj° 49 B. Develop Based on Local University Research it 35 C. Achieve a Physical Element of a Plan 1 3C,. 36 Sub-total Project Related: D 120 6 Sager Size Projects(point values ars cumulative): IJ A. 100%to 199% 25 B. 200%to 299% 68 C. 300%to 399% 65 D. 1400%and Over 52 Sub-total Super Size Projects: 210 7 0a_y for Munici al Infrastructure: A. Pay for Oversizing or Upgrading 14 B. Pay for 26-50%of Extension Cost 26 C Pay for 51-75%of Extension Cost 39 I D. Pay for 76-100%of Extension Cost 52 iSub-total Infrastructure Related: — 131 Total from Applicant Section: 231"3/5 539 Total from Staff Section: 461------ LTota{Public Benefit Points: get) Filed in Cleak's Off i,se JUN 13 2013] DAWN M.JONES CITY CLERK,SOUTH BEND,IN f Filed in Clerk's Office r• a STATEMENT OF BENEFITS 2023 PAY 2024 ist-- REAL ESTATE IMPROVEMENTS U 3 202 3 1' t State Form 51767(R7/1-211 FORM SB-1/Real Property Prescribed by the Department of Local Government Finance CITY CLUE KNSOUTH E ENU,IN PRIVACY NOTICE This statement is being completed for teal property that qualifies under the following n check one box ny information concerning the cost l Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) pa d tpropertyndvidual employeesand platePby Residentially distressed area(IC 6-1,1-12.1-4.1) property owner is confidential per IC 6-1.1-12,1-5,1. INSTRUCTIONS: 1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise,this statement must be submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction. 2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of the redevelopment or rehabilitation for which the person desires to claim a deduction. 3. To obtain a deduction,a Form 322/RE must be filed with the county auditor before May 10 in the year in which the addition to assessed valuation is made or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. A property owner who failed to file a deduction application within the prescribed deadline may file an application between January 1 and May 10 of a subsequent year. 4. A property owner who files for the deduction must provide the county auditor and designating body with a Form CF-1/Real Property. The Form CF-1/Real Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction is applicable. IC 6-1.1-12.1-5.1(b) 5. For a Form SB-1/Real Property that is approved after June 30. 2013, the designating body is required to establish an abatement schedule for each deduction allowed. For a Form SB-1/Real Property that is approved prior to July 1, 2013, the abatement schedule approved by the designating body remains in effect. IC 6-1.1-12.1-17 SECTION 1 TAXPAYER INFORMATION Name oftaxpayefPEAK INVESTMENT & ASSET MANAGEMENT LLC Address of taxpayer Number and Street: 5199 Gardenia Ct City: West Lafayette s,,, IN Lip: 47906 Name of contact personTelephone number E-mail address First Name: Praveen Last Name Gulati 765)412-0756 praveeng217@gmall.com SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number Common Council of the City of South Bend Location of property County DLGF taxing district number Number and Street: 1405 Portage Ave ,,;,,..South Bend stme. IN LIP: 46616 St. Joseph 026(South Bend-Portage) Description of real property improvements,redevelopment.or rehabilitation Luse additional sheets if necessary) Estimated start date(month,day,year) New Neighborhood Shopping Center totaling 10,300 sq ft 3/1/2024 Estimated completion date(month.day,year) 11/1/2024 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number 0 Salines$ iN::rbur PO.nred 0 S lanas $ N Lnlher Additional al,n ,:e 0 15 480,000 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 37,000 41,500 Plus estimated values of proposed project 1.400,000 1,120,000 Less values of any property being replaced 37.000 41,500 Net estimated values upon completion of project 1 4)0.0)0 1,120,000 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) 0 Estimated hazardous waste converted(pounds) 0 Other benefits SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized rer sentat aDate signed(month,day.year)es- b61oIIz3 Printed nam of authorized representative 1 Title O h.( 1rtZkVetZ111'1'i b•A 1_ _ Face 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1,provides for the following limitations: A. The designated area has been limited to a period of time not to exceed calendar years*(see below). The date this designation expires is NOTE:This question addresses whether the resolution contains an expiration date for the designated area. B. The type of deduction that is allowed in the designated area is limited to: 1.Redevelopment or rehabilitation of real estate improvements Yes No 2.Residentially distressed areas Yes 0 No C. The amount of the deduction applicable is limited to$ D. Other limitations or conditions(specify) E. Number of years allowed: 0 Year 1 0 Year 2 Year 3 0 Year 4Year 5 see below) Year 6 Year 7 Year 8 El Year 9 C[' (" Year 10 F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? 0 Yes El No If yes,attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved(signature and Title of authorized member of designating body) Telephone number Date signed(month,day,year) Printed name of authorized member of designating body Name of designating body Attested by(signature and title of attester) Printed name of attester If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17. A. For residentially distressed areas where the Form SB-1/Real Properly was approved prior to July 1,2013,the deductions established in IC 6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. Fora Form SB-1/Real Property that is approved after June 30, 2013,the designating body is required to establish an abatement schedule for each deduction allowed. Except as provided in IC 6-1.1-12.1-18,the deduction period may not exceed ten(10)years. (See IC 6-1.1-12.1-17 below.) B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1,2013,the abatement schedule approved by the designating body remains in effect.For a Form SB-1/Real Property that is approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.) IC 6-1.1-12.1-17 Abatement schedules Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created. 3) The average wage of the new employees compared to the state minimum wage. 4) The infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits. Filed in Clerk's Office Il JUN 1 3 2020 DAWN M.JONES CITY CLERK,SOUTH BEND,IN Page 2of2 CD i g+ a fa— re*+ . ''' di 1 i cn I_ _:._,,--:.„,_,.....-..„, , joi i ii, , , se ,, 4; i —. _._ i 4011111f1 , v Ft z ill .• Illerliii 66// ti 11114 billi ,.... Y I A , i?',.- r : tit 1' 15 I• . 1 sr,* / jam i' vi l j Q aha air J ins, ,, yrs I 3' -4.--.-11, 1 43.,„:":. '':, .,,,,.. 7.14 in.' ... f., 1 any poomo WOJJ ISOMLOJON 6ulI001 Ma[n VI"-- 4"-..all 1 4r11-' 1.1-:: •. 1 74' ; x I/ 1 0 U 0 I 1 4• I. r;- i .• 1 1 61l'• t a J I 1 4 - i I pi. 4 , , i i II• H• h I I I. I I le- ;: A'" i+ r• 4 _ _, ir L, t 1 I 11 1 r-- ] ( 717. m›.; c_ a_ xi•,< t = rn 4 I 0: 5”! IN) 1 Z± cp cd A 0 1 Cs D 9--! ...., CITY OF SOUTH BE,...--___ _ COMMUNITY INVESTMENT June 21, 2023 Council Member Rachel Tomas Morgan Chairperson, Community Investment Committee South Bend Common Council 4th Floor, County-City Building South Bend, Indiana 46601 Filed in Clerk's Office JUN 2 1 2023 DAWN M. JONESCITY CLERK, SOUTH BEND, IN RE: Declaratory Resolution: Multi-Family Development Real Property Tax Abatement Petition for KCG Companies, LLC Dear Council Member Tomas Morgan: Please find the enclosed information pertaining to a multi-family development real property tax abatement petition submitted by KCG Companies, LLC, a Florida Limited Liability Company. The petitioner plans to construct a new affordable apartment building at 1202 S. Lafayette Boulevard. This proposed abatement is part of a support package partnering with KCG Companies, which is applying for rental housing tax credits through the Indiana Housing & Community Development Authority (IHCDA). The abatement will go into effect only if this project is chosen by IHCDA in this year's competitive Tax Credit application round. This petition package includes: •Department of Community Investment's summary report •Petition for abatement •Statement of Benefits form (SB-1 / Real Property) •Supporting information The report contains the Department's findings relative to the above-mentioned petition. The petitioner proposes to complete a 50-unit multi-family affordable housing development consisting of 30 one-bedroom and 20 two-bedroom units. Rents would be a mix of 60 percent, 50 percent, and 30 percent of the Area Median Income (AMI) with eight (8) units offering Project-Based Vouchers. A representative from KCG Companies, LLC, will be available to meet with the Committee on Monday, June 26, 2023. If you or any of the other Council members have questions concerning the report or need additional information, please feel free to call me at (574) 235-5838. Sincerely, �,/ 1 ri '�/v _,__ _ __/ Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 14005 County City Building 227 W Jefferson Blvd. South Bend. Indiana 46601 p 574.235.9371 www.southbenclin.gov BILL NO. 23-35 Filed in Clerk's Office BILL NO. 23-35 JUN 2 1 2023 RESOLUTION NO. 5032-23 DAWN M.JONES CITY CLERK,SOUTH BEND,IN 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 1202 South Lafayette Boulevard, South Bend, IN 46624 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A TEN-YEAR (10) REAL PROPERTY TAX ABATEMENT FOR KCG Companies, LLC WHEREAS, a petition for real property tax abatement consideration has been filed with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana, requesting that the areas described as: Key Number: 71-08-13-152-001.000-026 Commonly Known As: 1202 S. Lafayette Boulevard Legal Description: Lots 18& 19 Stulls 1st Key Number: 71-08-13-152-002.000-026 Legal Description: Lot 17&North 44'Lot 16 Stulls 1st Addn be designated as an Economic Revitalization Area under the provisions of Indiana Code 6-1.1- 12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS,petitioner has agreed to and has accepted responsibility to report any changes in the Key Numbers and legal descriptions to the Department of Community Investment and to the Office of the City Clerk; and WHEREAS,the Department of Community Investment has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that the area qualifies as an Economic Revitalization Area under Indiana Code 6-1.1-12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq., and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law; and WHEREAS,the Community Investment Committee of the Common Council has reviewed said report and recommended to the Common Council that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby determines and finds that the Petition for Real Property Tax Abatement and the Statement of Benefits form completed by the Petitioner meet the requirements of Indiana Code 6-1.1-12.1 et seq. for tax abatement. SECTION II. The Common Council hereby determines and finds the following: A. That the description of the proposed redevelopment or rehabilitation meets the applicable standards for such development; B. That the estimate of the value of the redevelopment or rehabilitation is reasonable for projects of this nature; C. That the estimate of the number of individuals who will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed described redevelopment or rehabilitation; D. That the estimate of the annual salaries of those individuals who will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed redevelopment or rehabilitation; E. That the other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed described redevelopment or rehabilitation; and F. That the totality of benefits is sufficient to justify the requested deduction, all of which satisfy the requirements of Indiana Code 6-1.1-12.1-3. SECTION III. The Common Council hereby determines and finds that the proposed described redevelopment or rehabilitation can be reasonably expected to yield benefits identified in the Statement of Benefits, Sections 1 through 3 of the Petition for Real Property Tax Abatement Consideration and the Memorandum of Agreement between the Petitioner and the City of South Bend, and that the Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, is sufficient to justify the deduction granted under Indiana Code 6-1.1-12.1-3. SECTION IV. The Common Council hereby accepts the report and recommendation of the Community Investment Committee that the area herein described be designated as an Economic Revitalization Area and hereby adopts a Resolution designating the area as an Economic Revitalization Area for purposes of real property tax abatement. SECTION V. The designation as an Economic Revitalization Area shall expire on December 31, 2026. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of ten (10) years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17. Year 1 - 100% Year 2 - 100% Year 3 - 100% Year 4 - 95% Year 5 - 95% Year 6 - 90% Year 7 - 90% Year 8 - 85% Year 9 - 80% Year 10 - 75% SECTION VII. The Common Council directs the City Clerk to cause notice of the adoption of this Declaratory Resolution for Real Property Tax Abatement to be published pursuant to Indiana Code 5-3-1 and Indiana Code 6-1.1-12.1-2.5, said publication providing notice of the public hearing before the Common Council on the proposed confirming of said declaration. SECTION VIII. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approval by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2023, at o'clock .m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m. James Mueller, Mayor City of South Bend r Clerk's Office N, 21 2023 N M.JONES SOUTH BEND,IN TAX ABATEMENT REPORT TO: South Bend Common Council FROM: Erik Glavich, Director, Growth and Opportunity SUBJECT: Multi-Family Development Real Property Tax Abatement for KCG Properties, LLC DATE: June 21, 2023 On June 20, 2023, a petition for tax abatement was filed by KCG Companies, LLC, for a low- income housing project that will be located at 1202 S. Lafayette Boulevard in South Bend. Pursuant to Chapter 2, Article 6, Section 2-84.9 of the Municipal Code of the City of South Bend, the 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 Indiana Code 6 1.1-12.1 and all zoning requirements have been met. The Department of Community Investment has reviewed the petitions (a copy of each is attached), investigated the area, and makes the following report. Project Summary Founded in 2015, KCG Companies, LLC (KCG) is an Indianapolis-based developer, builder, and manager of affordable housing. KCG is proposing a 50-unit multi-family affordable housing development consisting of 30 one-bedroom and 20 two-bedroom units. Rents will be a mix of 60 percent, 40 percent and 30 percent of the Area Median Income (AMI)with eight units offering Project-Based Vouchers. KCG is competing for Low Income Housing Tax Credits (LIHTC)with the Indiana Housing & Community Development Authority (IHCDA). Project completion is contingent upon receiving a satisfactory LIHTC award. Currently the site is an empty lot owned by the City of South Bend. If the project proceeds, KCG has committed to spending $12.5 million to develop this lot. Employment Impact Upon completion of the project, KCG will create one (1)full-time position with an estimated annual payroll of$40,000. Tax Estimates Due to being a LIHTC project that will increase the availability of affordable rental units within South Bend, a ten-year(10) multi-family real property tax abatement is being sought. Current taxes are zero—property is owned by the City of South Bend. Estimated annual taxes after the project's completion: $23,512 Total estimated taxes during the ten-year(10) abatement period: $268,770 o Estimated taxes being abated during the abatement period: $237,996 o Estimated total taxes to be paid during the abatement period: $30,774 Abatement Qualification 1. A review of the tax abatements previously granted finds that the petitioner has not been granted or is associated with prior South Bend abatements. 2. The property is properly zoned for the proposed project. 3. Taxes on the property have been paid in full. 4. A review of the South Bend Redevelopment designation areas finds that the property is in the River West Development Area. 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner qualifies for a ten-year(10) multi-family residential development real property tax abatement under Division 2 (Residential Development Real Property Tax Abatement), Section 2-77 Multi-Family Residential Developments). 2 10-Year Abatement June 20,2023 KCG Companies, LLC South Bend Portage Township Residential Real Property Tax Abatement Schedule• Type of Dwelling: Multi-Family Residence -50 units- Estimated Project Cost: $12,323,616 New Construction Property Address: 1202 South Lafayette Boulevard Tax Key Number: 71-08-13-152-001.000-026;71-08-13-152-002,000-026 True Tax Value Method: 5%of Total 5%of Total 5%of Total 5%of Total 5%of Total 5%of Total 5%of Total 5%of Total 5%of Total 5%of Total Gross Rent Gross Rent Gross Rent Gross Rent Gross Rent Gross Rent Gross Rent Gross Rent Gross Rent Gross Rent Assessed(AV)and Current Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 True Tax Value(TTV) Land(AV) 10,800 $ 10,800 $ 10,800 $ 10,800 $ 10,800 $ 10,800 $ 10,800 $ 10,800 $ 10,800 $ 10,800 $ 10,800 Structure(Structure TTV) 472,617 486,795 501,399 516,441 531,934 547,892 564,329 581,259 598,697 616,657 Gross TTV 10,800 483,417 497,595 512,199 527,241 542,734 558,692 575,129 592,059 609,497 627,457 Abatement 100%100%100%95%95%90% 90%85% 80% 75% Abatement Deduction 472,617) (486,795) (501,399) (490,619) (505,337) (493,103) (507,896) (494,070) (478,957) (462,493) Net TTV 10,800 10,800 10,800 10,800 36,622 37,397 65,589 67,233 97,989 130,539 164,964 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net TTV)571 571 571 571 1,937 1,978 3,469 3,556 5,183 6,905 8,726 Local Tax Credit(8.7112%of GT-DS) 46) 46) 46) 46)156)159)279)286)417)556)703) Circuit Breaker Credit 158) Taxes Due 367 $ 525 $ 525 $ 525 $ 1,781 $ 1,819 $ 3,190 $ 3,270 $ 4,766 $ 6,349 $ 8,023 3% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% Circuit Breaker Cap 324 197,394 197,394 197,394 197,394 197,394 197,394 197,394 197,394 197,394 197,394 Debt Service(0.3997%of Net TTV) 43 43 43 43 146 149 262 269 392 522 659 Max Tax Under the Cap 367 197,437 197,437 197,437 197,540 197,543 197,656 197,663 197,786 197,916 198,053 Year Abatement Total Tax Net Taxes Taxes Abated Liability Paid 1 100% $ 23,512 $ (22,987) $ 525_ 2 100% 24,202 (23,676)525 3 100% 24,912 (24,387)525' 4 95% 25,644 (23,862) 1,781 5 95% 26,397 (24,578) 1,819 6 90% 27,173 (23,983) 3,190 7 90% 27,973 (24,703) 3,270 8 85% 28,796 (24,030) 4,766 9 80% 29,644 (23,295) 6,349 10 75% 30,518 (22,494) 8,023 Total:268,770 (237,996) 30,774 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023.Tik, : Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then-current tax rates. City of south Bend City of South Bend Instructions:Complete pags ~ t1dFt(etJ-•t' r'rk'E Office AND the proper Form SB-1 ijor Petition for Incentives the type ofabatement(rea+ property or personal propefLty) "- Petition must include a$250 filing fee payable to the City Clerk's Office for which you are applying.' s IiJ! 71 2123 before processing con be complete I General Information Project Name TBD PrbjectNumi`e`r DAWN M.JONES Legal name as registered with CT Y Ut-ERK,SOUTh BEND,INSecretaryofStateKCGCompanies, LLC (Florida entity) Business structure LLC Company website https://www.kcgcompanies.com/ Proposed Project Information Proposed project address 1202 S. Lafayette Blvd. Parent company name KCG Companies City,State,Zip South Bend, IN 46624 Legal owner Dept.of Redevelopmenl-City of South Bend Site acreage or acreage required 0.92 acres Is the real estate owned or leased? Owned by Dept.of Redevelopment Square feet of facility Approx. 50,500 Ifleased,by whom?N/A Primary Contact Information Primary company contact name Todd Jensen rule VP of Development- Midwest Address of company contact 9311 N. Meridian St, Ste. 100 Phone (317) 688-1729 City,State,Zip Indianapolis, IN 46260 Email todd.jensen@kcgcompanies.com Senior Official Information Company senior official name RJ Pasquesi Title President Address of company contact Phone H different from above)9311 N. Meridian St, Ste. 100 317-708-6519 CIty,State,Zip Indianapolis, IN 46260 Email rj.pasquesi@kcgcompanies.com Consultant Information/Agent Hired business consultant/agent name N/A Consultant release?(Y/N) Address Local economic development partners approval?(Y/N0 City,State,Zip Email Project Overview Brief description of your Founded in 2015,KCG Companies is an Indianapolis-based,developer,builder and manager of company,project,and why the property Is necessary for affordable housing. KCG would like to be part of the solution to address(he affordable housing economic growth shortage in South Bend now&in the future. Please see the attached KCG Resume for additional background on our company. KCG Development is proposing a 50-unit,multifamily affordable housing development consisting of 30 one-bedroom&20 two-bedroom units.Rents would be a mix of 60%,50%&30%of the Area Median Income(AMI)with eight units offering Project-Based Vouchers.The property is currently a vacant parcel. KCG will be competing for Low Income Housing Tax Credits(LIHTC)with the Indiana Housing&Community Development Authority if successful in receiving a satisfactory LIHTC award,KCG would move forward on this project with total development costs currently projected at approximately$12 5MM.Providing quality,affordable housing in the downtown area is crucial to the area's economic growth. Many employees want to live close to their jobs-especially given the high gas prices the last few years.With the loss of hundreds of affordable housing units in the area due to the recent closings of Rabbi Shulman&Monroe Circle Apartments,replacing those units so that residents can continue to Eve and work in the downtown area is important for the local economy. Certified Technology Park appropriate No Is the project lea Tau Incremental Financing rift area? if so,which? Yes, River West Development Area Have Building Permits been Issued?(V/N)Number of residential units created by 50Note-Not eligible for abatement if Yes] No project It this Is a petition for personal property tan abatement,has the equipment been installed? Equipment has not been installed. Investment Details Public Infrastructure needs Has any 504 funding been What is the value of any equipment being purchased in What Is the value of any equipment being Off-site of project In dollars)received? Indiana for the project? purchased from out of state for the project? No NewgctjIDLtments Calendar Year 2022 2023 2024 2025 2026 2027 2028 2029 Land Acquisition 1,000.00 Building Lease Payments Building Purchase Costs New Building Construction S 6081.229 00 S 5,231.5Ot.00$210,886.00 Existing Building Improvements New Machinery&Equipment Special Tooling/Retooling New Furniture/Fixtures 150 000.00 New Computer/IT Hardware New Software On-site Rail Infrastructure On-she Fiber Infrastructure TOTAL 0.00 $0.00 86,882.229 00 S 5,381.501.00 S 210,866.00 $0.00 $0.00 $0.00 Furl-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year Jobs retained Hourly Cumulative It of net NEW full time Hourly ftyerBgg wage,w/o Total training Total a to be avcra ea) permanent jobs created at project benefits or bonuses,of expenditure- trained-notYip,' "o benefits or cumulative net new jabs not cumulative bonuses cumulative 2023 2024 2025 1 20.00 500 2 2026 2027 2028 2029 2030 2031 2032 2033 2039 Provide hourly wage information for new employees in the following positions. Full time Part time Laborers 25.00 Technical Managerial 20.00 Administrative Who will be the individual respons hie for coordinating with WorkOne on recruiting? DeeAnna Woiton, Talent Acquisition Partner Does your company have an EEO hiring policy? Yes Are you an EEO employer? Yes Please list the number of full time and part time minority and/or female Please describe your commitment to employees for the following years: diversity and Inclusion by detailing your outreach and recruitment efforts for the last Year 2023 2022 2021 three years as well as current policies, Full Time Part Time Full Time Part Time Full Time Part Time Black 17 10 5 All postings for positions at Hispanic 9 8 2 KCG inform candidates that Arian 2 1 1 we are looking for the right Indian 1 1 skills and potential,and the evaluation is free from the Female 40 30 16 bias of gender,and race. Other 6 3 I 1 Complete below for Real or Personal Property Tax Abatement only. Please sign for all requested Incentives. Public Benefit Item: Information is required on both the construction companies and the companies which will provide materials purchased for this project. Qualify Please complete the table below with the appropriate information. If Earn_s_Po rits Available Points Yes or No) '-'"" you qualify for the points,please enter the full amount of available points. 1 Construction Relatedn r 1; A. Employ Local Companies(75%) Yes 20 20 B. Purchase Materials from Local Companies(75%) Yes 20 20 C. Require Employees vs.Independent Contractors Yes 19 19 D. Require Prevailing Wage EValUating 22 E. Require Health Benefits Yes 22 22 F. Require Retirement Benefits Some 9 18 G. Maintain Affirmative Action Plan Yes 20 20 Sub-total Construction Related: 110 141 2 Wggg&Benefit Related Lowe rj: A. Pay Target Wage Levels Yes 33 33 B. Provide Health Benefits Yes,FT emp 34 34 C. Provide Retirement Benefits Yes.FT ems 29 29 D. Provide Training Yes 28 28 E. Provide Child Care No 15 F Provide Transportation Assistance m.=°•.IA. 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 lobs N/A 41 C. Maintain Affirmative Action Plan Yes 35 35 D. Provide Targeted Hiring Preference 34 Sub-total Workforce Related: 77 152 4 Support_.Municipal Facility: Support a SB Municipal Facility(donations to the A. zoo,conservatory,museum,etc.) No 84 Name of Facility We would like to volunteer annually. I ISub-total Municipal Facility: a 84 Sub-total from Above: 311 539 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.,6-1.1-12.1-1,et seg.,and South Bend1Municipal Coag Sec.2-76 et seq.,for this petition state the above. I Submitted By: I ,...:.2--eit 'N5:.„)._,-- Date: 6/19/2023 Filed in Clerk's y 4, STATEMENT OF BENEFITS 2023 PAY2024JUNREALESTATEIMPROVEMENTS2U FORM SB-1/Real Property yio. ' Prescribed by the Department of Local Government Flna[ iiI7DAWNM.JONITYCLERPRIVACYNOTICE This statement is being completed for real property that qualifies under WIovrin -fndtana-Coe.Any information concerning the cost IDRedevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of the properly and specific salaries paid to individual employees by theiElResidentiallydistressedarea(IC 6-1.1-12.1-4.1)roperty owner is confidential perI'C 6.1 f-12 1-s.1. INSTRUCTIONS.• 1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if tire designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise,this statement must be submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction. 2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of the redevelopment or rehabilitation for which the person desires to claim a deduction. 3. To obtain a deduction,a Form 322/RE must be filed with the county auditor before May 10 in the year in which the addition to assessed valuation is made or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. A property owner who failed to file a deduction application within the prescribed deadline may file an application between January 1 and May 10 of a subsequent year 4. A property owner who files for the deduction must provide the county auditor and designating body with a Form CF-1/Real Property The Form CF-1/Real Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction is applicable. IC 6-1.1-12.1-5.1(b) 5. For a Form SB-1/Real Property that is approved after June 30, 2013, the designating body is required to establish an abatement schedule for each deduction allowed. For a Form SB-1/Real Property that is approved prior to July 1, 2013, the abatement schedule approved by the designating body remains in effect. iC 6-1.1-12.1-17 SECTION 1 TAXPAYER INFORMATION Name of taxpayer KCG Companies, LLC Address of taxpayer Number and Street: 9311 N. Meridian St, Ste. 100 City: Indianapolis State: IN ZIP: 46260 Name of contact person Telephone number E-mail address First Name..Todd Last Name: Jensen 317) 688-1729 1,,1;or san:'ry4,:3,caipanlos.cor, SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number Common Council of the City of South Bend Location of property County DLGF taxing district number NumbersndStreet: 1202 S Lafayette Blvd. City, South Bend State: IN zlf,46624 St. Joseph 026(South Bend-Portage) Description of real property Improvements,redevelopment,or rehabilitation(use additional sheets i(necessary) Estimated start date(month,day,year) KCG Development is proposing a 50-unit, multifamily affordable housing 5/1/2024 development consisting of 30 one-bedroom & 20 two-bedroom units. Estimated completion date(month,day yea„ 8/1/2025 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number 0 Salamis$ 0 Number Retained O Satanes $ 0 Number Additional 1 Salaries$ 40,000 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values o Pius estimated values of proposed project 12,323,616 472,617 Less values of any property being replaced o Net estimated values upon completion of project 12,323,616 472,617 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) 0 Estimated hazardous waste converted(pounds) 0 Other benefits SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative p' Dale signed(month,day,year) 6/20/2023 Printed name of authorized representative Title Todd Jensen Vice President of Development-Midwest Page 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1,provides for the following limitations: A. The designated area has been limited to a period of time not to exceed calendar years'(see below). The date this designation expires is NOTE:This question addresses whether the resolution contains an expiration date for the designated area. B. The type of deduction that is allowed in the designated area is limited to: 1.Redevelopment or rehabilitation of real estate improvements Yes LI No 2.Residentially distressed areas El Yes D No C. The amount of the deduction applicable is limited to$ D, Other limitations or conditions(specify) E. Number of years allowed: El Year 1 Year 2 El Year 3 Year 4 Year 5 ('see below) Year 6 Year 7 Year 8 Year 9 Year 10 F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1.12.1-17? Yes El No If yes,attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. We have also reviewed the information contained In the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved(signature and title of authorized member of designating body) Telephone number Date signed(month.day,year) Printed name of authorized member of designating body Name of designating body Attested by(signature and title of attester) Printed name of attester If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer Is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17. A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1,2013,the deductions established In IC 6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. For a Form SB-1/Real Property that Is approved after June 30, 2013,the designating body Is required to establish an abatement schedule for each deduction allowed. Except as provided in IC 6-1.1-12.1-16,the deduction period may not exceed ten(10)years. (See IC 6-1.1-12.1-17 below.) B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1,2013,the abatement schedule approved by the designating body remains In effect.For a Form SB-1/Real Property that is approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.) IC 6-1.1-12.1-17 Abatement schedules Sec.17.(a)A designating body may provide to a business that is established In or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created, 3) The average wage of the new employees compared to the state minimum wage. 4) The Infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided In IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits. Filed in Clerk's Office FJ-UN 2 0 2023 DAWN M.JONES CITY CLERK,SOUTH BEND,IN Page 2 of 2 Aerial and Street Views ti - 1 is J -*s pi- 1 yr I LL j S I soilRii, 0W100441121'. 4 . r .. ii, . .•0,... .,..1 i . il N 1 View Looking South from Stull St. View Looking Northeast from S. Lafayette Blvd. yr r:y o- tr 1 7 1 fir.S d M:'„ Y" 1 +'a N' 7f • Project Renderings 1111n,.; ,.• 4 IN 7.•,± I, -- - f. 11„: -±•-_, a• •• 1.,. • i _V 11 • •• • . •• -•-z..-•• -•11,,-.1.-.- •• • •• -,-• •,11 •Er416, • 4 %V ,_• -,,•41.A .1._, 1-- •• il. •• ,:=.4_.,= 14 • 4&'•15,1i.f.-4-- 11 41 91 1-7,41_.-; • •1 : -,-,i:::' 1 LT .41a-,!,• 'c ,A4--P. - ._ _.2!_t.'-1--2,-.. ——!— --÷,{g P41.5f ME 1,----..' _,_ __ -„,,--.;;-- -. 77-4-•_-,,--;,,-- p.7.7.;,,,,_-.. er....lirivti-k„r, i STRFFTVIFW r r IA .._...._._•E 00 In Irit r IL 47 II II I II ti II I f--— oimummt lummimm• I. 1..m trIMBIIIMMI -M.IMM -I 71. 41 „ I, ii, mi pwrmia ml mu: _ r___17.'m M1°1 ion NE all iim “-- r-- U. jim_r1 imme.— , .........m....____._ I mi--4-_---- Ill 11 si rr ir IL aitlinalmil=12-•-a. 7 w-Min —Al siTJEMillilnemnierwT_. iiillbM INMIER l''- millTIstrigN ITIM NI-__ M=-m min Wii—LIIIIPLI En-IMI IM a_WLeili.-t M. Imi. bili— mma-. aTir=a......-...._kli;..- 11TE..- 1212if° 11--• "__1111111.1N I i'Mis 4...... OuniMim -I. IIPMI Mil' Mill IIMIa. liii111WrillAialmiliill..1 Aiii16•11;iattiiillagall:•• ••14.5.14IL 411 Filed in Clerk's Office JUN 2 1 2023 DAWN M.JONES CITY CLERK,SOUTH BEND,IN CITY OF SOUTH BE�::-:-::----Filed in Clerk's-Office COMMUNITY INVESTMENT June 21, 2023 Council Member Rachel Tomas Morgan Chairperson, Community Investment Committee South Bend Common Council 4th Floor, County-City Building South Bend, Indiana 46601 JUN 2.1 2023 DAWNM. JONES CITY CLERK, SOUTH BEND, IN RE: Confirming Resolution: Industrial Development Real Property Tax Abatement Petition for GLC Portage Prairie, LLC Dear Council Member Tomas Morgan: Please find the enclosed information pertaining to an industrial development real property tax abatement petition submitted by GLC Portage Prairie, LLC, an Indiana Limited Liability Company. This petition package includes: •Department of Community Investment's summary report •Petition for abatement •Statement of Benefits form (SB-1 / Real Property) •Supporting information The report contains the Department's findings relative to the above-mentioned petition. The petitioner is expanding the facility located at 5448 Dylan Drive, which is occupied by AM General. The building's expansion is necessary for AM General to meet the requirements of its new contract for the manufacturing of the U.S. Army's Joint Light Tactical Vehicles and trailers. AM General leases the facility from GLC Portage Prairie, LLC, through a triple-net lease, which dictates that all operating expenses, including real property taxes, are paid by AM General. Therefore, AM General will receive all of the benefits of the proposed abatement. The company plans to hire 15 new full-time employees by the end of 2024. The 167,000+ square foot expansion will cost $12 million. The project meets the requirements established by Section 2-82 et seq. and would qualify for a nine year (9) industrial development real property tax abatement. Representative from AM General and GLC Portage Prairie, LLC, will be available to meet with the Committee on Monday, June 26, 2023. If you or any of the other Council members have questions concerning the report or need additional information, please feel free to call me at (574) 235-5838. Erik Glavich Director, Growth and Opportunity EXC LLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 1400S County City Building 227 W. Jefferson Blvd. South Bend. Indiana 46601 p 574.235.9371 www.southbendin.gov BILL NO. 23-36 Filed in Clerk's Office BILL NO. 23-36 JUN 2 1 20?' RESOLUTION NO. 5033-23 DAvvN z.JUNES CITY CLERK. SOUTH BEND,IN A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 5448 Dylan Drive, South Bend, IN 46628 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A NINE-YEAR (9) REAL PROPERTY TAX ABATEMENT FOR GLC Portage Prairie, LLC WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as an Economic Revitalization Area for the purpose of tax abatement consideration; and WHEREAS, a Declaratory Resolution designated the area described as: Key Number: 71-03-17-301-011.000-009 Commonly Known As: 5448 Dylan Drive, South Bend, IN 46628 Legal Description: Lot 1 Portage Prairie Minor#7 16/17 NP#7038 11- 25-201516/17 Spl i t#919610-3 0-2015 be designated as an Economic Revitalization Area under the provisions of Indiana Code 6-1.1- 12.1 et seq., and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing before the Council has been published pursuant to Indiana Code 6-1.1-12.1-2.5; and WHEREAS, the Council held a public hearing for the purposes of hearing all remonstrances and objections from interested persons; and WHEREAS, the Council has determined that the qualifications for an economic revitalization area have been met. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby confirms its Declaratory Resolution designating the area described herein as an Economic Revitalization Area for the purposes of tax abatement. Such designation is for industrial development real property tax abatement only and shall expire on December 31, 2026. SECTION II. The Common Council hereby determines that the property owner is qualified for and is granted real property tax deduction for up to a period of nine (9) years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17 and further determines that the petition, the Memorandum of Agreement between the Petitioner and the City of South Bend, and the Statement of Benefits comply with Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12 et seq. Year 1 - 100% Year 2 - 90% Year 3 - 80% Year 4 - 70% Year 5 - 60% Year 6 - 50% Year 7 - 40% Year 8 - 30% Year 9 - 20% SECTION III. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2023, at o'clock .m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m. James Mueller, Mayor City of South Bend Filed in Clerk's Office JUN 212O2. N Cr CE KNOUGHNsBE IN TAX ABATEMENT REPORT TO: South Bend Common Council FROM: Erik Glavich, Director, Growth and Opportunity SUBJECT: Industrial Development Real Property Tax Abatement Petition for GLC Portage Prairie, LLC DATE: June 7, 2023 On June 5, 2023, a petition for tax abatement from GLC Portage Prairie, LLC, was filed with the Office of the City Clerk. The petition seeks consideration for an industrial development real property tax abatement for an expansion project at 5448 Dylan Drive in South Bend. Pursuant to Chapter 2, Article 6, Section 2-84.9 of the Municipal Code of the City of South Bend, the 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 Indiana Code 6 1.1-12.1 and all zoning requirements have been met. The Department of Community Investment has reviewed the petition, investigated the area, and makes the following report. Project Summary To meet the requirements of its new contract for the manufacturing of the U.S. Army's Joint Light Tactical Vehicles and trailers, AM General must expand its facility in the Portage Prairie Business Park. AM General leases the facility from GLC Portage Prairie, LLC, through a triple-net lease. All operating expenses, including real property taxes, are paid by AM General. Total investment for the 167,000+ square foot expansion is $12 million. AM General will receive all of the benefits of the proposed abatement. Employment Impact AM General will retain 76 employees currently working at the facility. By the end of 2024, AM General estimates it will hire an additional 15 full-time employes with an estimated total annual payroll of$600,000. Tax Estimates The petitioner qualifies for a nine-year (9) industrial development real property tax abatement. Current estimated annual taxes: $271,667 Estimated annual taxes after the project's completion: $598,038 Total estimated taxes during the nine-year(9) abatement period: $5,382,340 o Estimated taxes being abated during the abatement period: $648,961 o Estimated total taxes to be paid during the abatement period: $4,733,380 Note that the estimates above do not consider an active real property tax abatement approved by the Common Council in July 2015 for GLC Portage Prairie, LLC. Our office estimates the tax savings due to the 2015 abatement to be roughly$60,000 total during pay years 2025 and 2026. Abatement Qualification 1. A review of the tax abatements previously granted finds that the petitioner has been granted or is associated with the following previous abatements. Resolution No. 4483-15 (7/27/15): Eight-year(8) real property tax abatement. 2. The property is properly zoned for the proposed project. 3. Taxes on the property have been paid in full. 4. A review of the South Bend Redevelopment designation areas finds that the property is in the River West Development Area. 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for a nine-year(9) industrial development real property tax abatement under Division 7 (Industrial Development Real Property Tax Abatement), Section 2-82 Industrial Development City-Wide General Standards).: 2 9-Year Abatement June 5,2023 GLC Portage Prairie, LLC South Bend German Township Commerical Development Real Property Tax Abatement Schedule Type of Property: Industrial Estimated Project Cost: $12,000,000 Addition Property Address: 5448 Dylan Drive,South Bend,IN 46628 Tax Key Number: 71-03-17-301-011,000-009 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Assessed Value(AV) Land 446,900 $ 446,900 $ 446,900 $ 446,900 $ 446,900 $ 446,900 $ 446,900 $ 446,900 $ 446,900 $ 446,900 $ 446,900 Structure(Current AV+80%Project Cost; 7,544,000 17,144,000 17,144,000 17,144,000 17,144,000 17,144,000 17,144,000 17,144,000 17,144,000 17,144,000 17,144,000 Gross Assessed Value 7,990,900 17,590,900 17,590,900 17,590,900 17,590,900 17,590,900 17,590,900 17,590,900 17,590,900 17,590,900 17,590,900 Abatement 100%90% 80% 70%60%50%40%30%20% Abatement Deduction 9,600,000) (8,640,000) (7,680,000) (6,720,000) (5,760,000) (4,800,000) (3,840,000) (2,880,000) (1,920,000) Net Assessed Value 7,990,900 17,590,900 7,990,900 8,950,900 9,910,900 10,870,900 11,830,900 12,790,900 13,750,900 14,710,900 15,670,900 Property Taxes Assume constant tax rate of 5.2560% Gross Tax(Tax Rate x Net AV) 420,002 924,578 420,002 470,459 520,917 571,375 621,832 672,290 722,747 773,205 823,663 Local Tax Credit(8.7112%of GT-DS) 33,805) (74,417) (33,805) (37,866) (41,927) (45,988) (50,050) (54,111) (58,172) (62,233) (66,294) Circuit Breaker Credit 114,530) (252,123) 39,327) (81,886) (124,445) (167,004) Taxes Due 271,667 $ 598,038 $ 386,197 $ 432,593 $ 478,990 $ 525,386 $ 571,782 $ 578,852 $ 582,689 $ 586,526 $ 590,364 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% Circuit Breaker Cap 239,727 527,727 527,727 527,727 527,727 527,727 527,727 527,727 527,727 527,727 527,727 Debt Service(0.3997%of Net AV) 31,940 70,311 31,940 35,777 39,614 43,451 47,288 51,125 54,962 58,799 62,637 Max Tax Under the Cap 271,667 598,038 559,667 563,504 567,341 571,178 575,015 578,852 582,689 586,526 590,364 Combined Year Abatement Current Taxes New Net Taxes Current 8 Taxes Abated Due Projected Tax Paid New Taxes 1 100% $ 271,667 $ 326,371 $ 598,038 $ (211,841) $ 386,197 2 90% 271,667 326,371 598,038 (165,445) 432,593 3 80% 271,667 326,371 598,038 (119,048) 478,990 4 70% 271,667 326,371 598,038 (72,652) 525,386 5 60% 271,667 326,371 598,038 (26,255) 571,782 6 50% 271,667 326,371 598,038 (19,186) 578,852 7 40% 271,667 326,371598,038 (15,348) 582,689 8 30% 271,667 326,371 ' 598,038 (11,511) 586,526 9 20% 271,667 326,371 598,038 (7,674) 590,364 Total: 2,445,000 2,937,341 5,382,340 (648,961) 4,733,380 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023. Oil Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. City of South Bend City of South Bend Instructions:Complete ges1-3 ' IAYot i 2023 AND the proper Form s6 1 for Petition for Incentives the type of abatement( _a nA f lEc property or personal pr rL t1t,St f.1j1 BF lyr,ply Petition must Include a$250 filing fee payable to the City Clerk's Office for which you are applying. before processing can be complete General Information Project Name I Project Number Legal name as registered with Secretary of State GLC Portage Prairie, LLC Business structure Limited Liability Company Company website www_greatlakescapital.com Proposed Project Information Proposed project address 5448 Dylan Drive Parent company name Great Lakes Capital City,State,Zip South Bend, IN 46628 Legal owner GLC Portage Prairie, LLC Site acreage or acreage required 11.46 Is the real estate owned Leased to AM Generalorleased? Square feet of facility 167,630 If leased,by whom?AM General Primary Contact Information Primary company contact name Isaac Hall Tide Analyst Address of company contact 7410 Aspect Drive, Suite 100 Phone 574-251.4400 City,State,Trp Granger,IN 46530 Email ihallLgreatlakescapital.com Senior Official Information Company senior official name Jeff Smoke Titre Managing Director Address of company contact Phone if different from above) 574-251-4400 City,State,Zip Email jsmoke©greatlakescapital.com Consultant Information/Agent Hired business consultant/agent name I Consultant release?(Y/N) Address Local economic development partners approval?(Y/N) City,State,Zip Email Project Overview Brief description of your company,project,and why the In February, 2023, AM General ("AMG")approached GLC Portage Prairie, property is necessary(or LLC (the "Landlord" or"GLC")to expand the facility located at 5448 Dylan Dr. economic growth in order for AMG to qualify for and meet the requirements of its new government contract for JLTV production. GLC desires to support AMG's expansion needs, including the investment in and delivery of—167,000 SF addition to the current facility in 2024. AMG will lease the expansion space and receive all benefits of real property tax abatement (as their lease is triple-net" meaning all operating expenses are passed through to the tenant, including property taxes). This tax abatement will have a direct impact on AMG's expenses and be an overall benefit to AMG's expansion in South Bend and St. Joseph County to meet the JLTV production demands. Certified Technology Park appropriate No Is the project In a Tax Incremental Financing TIF)area? If so,which? Yes Have Building Permits been issued?(Y/N) umoer of residential units created by Note-Not eligible for abatement if Yes) No project N/A If this is a petition for personal property tax abatement,has the equipment been Installed?N/A Investment Details Public Infrastructure needs Has any 504 funding been What is the value of any equipment being purchased in What is the value of any equipment being Off-site of project in dollars) received? Indiana for the project? purchased from out of state for the project? None N/A TBD (by AMG) TBD (by AMG) New Project Investments Calendar Year 2022 2023 2024 2025 2026 2027 2028 2029 Lana Acquisition I Building Lease Payments Building Purchase Costs New Building Construction s 3,000,000.00 5 3,000.007.00 Existing Building Improvements New Machinery&Equipment Special Tooling/Retooling New Furniture/Fixtures New Computer/IT Hardware New Software On-site Rail Infrastructure On-site Fiber Infrastructure TOTAL O.00 $9900.000.00 S 3,'Aril,:)CO 0(1 $0.00 $0.00 $0.00 O.00 $O.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year Jobs retained Hourly Cumulative B of net NEW full time Hourly average wage,w/o Total training Total B to be average permanent jobs created at project benefits or bonuses,of expenditure- trained-not wage,w)o benefits or cumulative net new jobs not cumulative bonuses cumulative 21.123 76" 31.81 3" 17.00 3,900 3 2024 15" 20.00 19,50C 15 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 Provide hourly wage information for new employees in the following positions. Full time Part time Laborers 17.00 Technical 32.39 Managerial 48.56 Administrative 33.35 Who will be the individual responsible for coordinating with WorkOne on recruiting? Ginger-Lee Leahy(Employee of AM General)" Does your company have an EEO hiring policy? Yes (AMG) Are you an EEO employer?Yes(AMG) Please list the number of full time and part time minority and/or female Please describe your commitment to employees for the following years: diversity and inclusion by detailing your Year outreach and recruitment efforts for the last 2023 2022 2021 three years as well as current policies. Full Time Part Time Full Time Part Time Full Time Part Time Black 1 13 8 AM Ge.nerars diversity and inclusion mmrnemems re appix»bk-but not Ilmiled-to our prat-hoes and poltns Hispanic 3 7 4 on recn,iIment and selanion;compensation and oenerhts,,transfers;and the ongeing development of a work environment MAI on the premiss that encouragesActa" 0 0 0 one enforces' Inclusiveness,respectful communication and Indian cooperation between all employees000 Employees to freely share their hoes.perspectives, Female Monsnbns both individually and as pad 01a team 17 36 23 worknha balance Support to the communities where we live and operate Other 3 0 1 Existing employment information and protections arc provided by AM General(which leases and has operational control of site(and will receive any abatement) Complete below for Real or Personal Property Tax Abatement only. Please sign for all requested incentives. Public Benefit Item: Information is required on both the construction companies and the companies which will provide materials purchased for this project. Please complete the table below with the appropriate information. If Qualify Earned Points Available Points Yes or No) you qualify for the points,please enter the full amount of available points. 1 Construction Related(Contractors): A. Employ Local Companies(75%) Y Zd 20 B. Purchase Materials from Local Companies(75%)Y 20 20 C. Require Employees vs.Independent Contractors Y 9 19 0 Require Prevailing Wage(Davis Bacon) N,/ 22 E. Require Health Benefits Y z,Z. 22 F. Require Retirement Benefits Y 10 18 G. Maintain Affirmative Action Plan Y ZO 20 ISub-total Construction Related: 1 1 q 0 141 2 Wage&Benefit Related fOwnejj I A. Pay Target Wage Levels Y 3-3 33 B. Provide Health Benefits Y 341 34 C. Provide Retirement Benefits Y Z1' 29 0. Provide Training Y 2 1 28 E. Provide Child Care N 15 F Provide Transportation Assistance N 14 G. Provide Employer Assisted Housing program N 9 Sub-total Wage&Benefit Related: MI 0 162 3 Workforce Related: A. Create New lobs Y 9 7_ 42 B. Retain Existing lobs Y t-+ I 41 C. Maintain Affirmative Action Plan Y 35 35 D. Provide Targeted Hiring Preference 34 Sub-total Workforce Related: J j Z. 0 152 4 Support a Municipal Facility: Support a 5B Municipal Facility(donations to the A. zoo,conservatory,museum,etc.) 84 Name of Facility ISub-total Municipal Facility: a 84 Sub-total from Above:3( 0 539 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.,6-1.1-12.1-1,et seq.,and South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above. Submitted By: tiq{vu1 SwAt! Date: 5/30/2023 For Staff Use Only Below This Line La,4 : LH `1CU r What is the current assessed value?Real Property: s?_ r7S.' Jr D 1 t c e O Personal Property: What is the projected assessed value? Real Property: of.7 , 11 ' 1£ j LI r c O Property:Personal Pro e What+5 the tax key number for this project? 1I O 3.17 -3o/-01/• 400 - ,141)? What is the six digit NAICS code? Please attach a Google map and street view of the location. Please list the amount of real and personal property taxes Real Property Taxes: Personal Property Taxes: paid for the last five years when applicable. q jYearone'w.y Yr'o i l— ,Ze f r J?7(/. ECJ l Year Two 4701/ 2 1 t 53‘ •.52 Year Three 202(- )62t 533 .11- Year Four 1 11 ( , 5 Z(2 . ( 2 Year Five Z pI?6E1,645 , 2t Please fill out the following Public Benefit Summary Information and add to total from above. jY or N) Points Points Public Benefit Item: project Related. 5 A. Redevelop a Site that has Special Needs N 49 NB. Develop Based on Local University Research 35 C. Achieve a Physical Element of a Plan isi 36 Sub-total Project Related: 120 6 Super Size Projects(point values are cumulativel: A. 100%to 199% 4 25 9. 200%to 299% NI S 68 C. 300%to 399% y ei,cj 65 D. 400%and Over Y 5 2 52 Sub-total Super Size Projects: 210 7 Pay for Municipal Infrastructure: A. Pay for Oversizing or Upgrading r y 14 B. Pay for 26-50%of Extension Cost r 26 C. Pay for 51-75%of Extension Cost 14 l 39 D. Pay for 76-100%of Extension Cost 11 52 Sub-total Infrastructure Related: 7 131 Total from Applicant Section: 9 r, 0 539 Total from Staff Section: Z i 0 461 Total Public Benefit Points: 6 0 S 1000 STATEMENT OF BENEFITS Filed in Clerk's Office a/ 1i • REAL ESTATE IMPROVEMENTS 2023 PAY 2024 if!It State Form 51767(R711-21) FORM SB-1 /Real Property 1. ! Prescribed by the Department of Local Government Finance JUN 0 5 PRIVACY NOTICE This statement is being completed for real property that qualifies under the fo • ing Indi Code-(check one Any information concerning the cost v Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1 - DAWN M.JONES of the property and specific salaries Cl Residentially to individual employees by the Residentially distressed area(IC 6-1.1-12.1-4.1) CITY CLERK,SOUTH BEND,IN property owner is confidential per IC 8-1.1-12.1-5.1. INSTRUCTIONS: 1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise, this statement must be submitted to the designating body BEFORE the redevelopment or rehabilitation of mai property for which the person wishes to claim a deduction. 2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of the redevelopment or rehabilitation for which the person desires to claim a deduction. 3. To obtain a deduction,a Form 322/RE must be filed with the county auditor before May 10 in the year in which the addition to assessed valuation is made or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. A property owner who failed to file a deduction application within the prescribed deadline may file an application between January 1 and May 10 of a subsequent year. 4. A property owner who files for the deduction must provide the county auditor and designating body with a Form CF-1/Real Property. The Form CF-1/Real Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction is applicable. IC 6-1.1-12.1-5.1(b) 5. For a Form SB-1/Real Property that is approved after June 30, 2013, the designating body is required to establish an abatement schedule for each deduction allowed. For a Form SB-1/Real Property that is approved prior to July 1, 2013, the abatement schedule approved by the designating body remains in effect. IC 6-1.1-12.1-17 SECTION 1 TAXPAYER INFORMATION Name of taxpayer GLC Portage Prairie LLC Address of taxpayer Number and Street: 7410 Aspect Drive, Suite 100 City: Granger State: IN ZIP 46530 Name of contact person Telephone number E-mail address First Name Isaac Hall 574) 276-1897 ihall@greatlakescapital.com SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number Common Council of the City of South Bend Location of property County DLGF taxing district number Number and Street: 5448 Dylan Drive (,„y- South Bend Sf,iir. IN zip:46628 St. Joseph 009(South Bend-German) Description of real property Improvements.redevelopment,or rehabilitation(use additional sheets ifnecessary) Estimated start date(month,day.year) Development and construction of a —167,630 SF expansion to industrial warehouse 7/1/2023 facility on 11.5 acres of land in the Ameriplex Industrial Park (South Bend). Estimated completion date(month,day year) 6/1/2024 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained Salaries Number Additional Salaries 76 4,864,000 76 4,864,000 15 600,000 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 0 Plus estimated values of proposed project 12,000,000 Assessed per Reg 17 Less values of any property being replaced o Net estimated values upon completion of project 12,000,000 Asr,es:;cd prr Rcy SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) 0 Estimated hazardous waste converted(pounds) Other benefits All existing employment information (as well as projections) are provided by AM General, as it lease the facility and is in control of all employment on site as well as all employment commitments made in connection with the abatement. Such employment figures do not include construction labor (which is in addition benefit for overall project). SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative Date signed(month,day.year) St4l6fc. 6/1/2023 Printed name of authorized representative Title Jeffrey Smoke agent Page 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1,provides for the following limitations: A, The designated area has been limited to a period of time not to exceed N/A calendar years*(see below). The date this designation expires is 12/31/2026 NOTE:This question addresses whether the resolution contains an expiration date for the designated area. B. The type of deduction that is allowed in the designated area is limited to 1.Redevelopment or rehabilitation of real estate improvements Yes No 2.Residentially distressed areas Yes ®No C. The amount of the deduction applicable is limited to$ N/A D. Other limitations or conditions(specify) N/A E. Number of years allowed: Year 1 Year 2 Year 3 E Year 4 Year 5 ("see below) Year 6 Year 7 Year 8 El Year 9 Year 10 F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? EYes No If yes,attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year) Printed name of authorized member of designating body Name of designating body Attested by(signature and title of attester) Printed name of attester If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17. A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1,2013,the deductions established in IC 6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. For a Form SB-1/Real Property that is approved after June 30, 2013,the designating body is required to establish an abatement schedule for each deduction allowed. Except as provided in IC 6-1.1-12.1-18,the deduction period may not exceed ten(10)years. (See IC 6-1.1-12.1-17 below.) B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1,2013,the abatement schedule approved by the designating body remains in effect.For a Form SB-1/Real Property that is approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.) IC 6-1.1-12.1-17 Abatement schedules Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created. 3) The average wage of the new employees compared to the state minimum wage. 4) The infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits. Filed in Clerk's Office JUN0 5 2023 M.NES CITY CLERKN OU:I BEND,IN Page 2 of 2 Aerial and Street Views AIFTV liAl „, 2111 Al 111/Mar PI fry j 7_• j,„ Alliel".: a 11 ' .. 1111111111111eriall 1.11mg.,..:,,:krimpai dirli I_ -v-11—.3v 11111M •1 t IP 1111111111 r.,, s, 1 4..... la r ill. IA, '111111C11.1111.1r•1 M+ 11,:01 gip_-s•a: - I I r lAt cm a+ t3 ittregiff' . Tve . ti j It r t!. r y • . - i ' 11 ,. tI r • t. tt d p i• .e $ j _ Jfd", FY II4a4 -v1 1 yy View Looking Southeast m„............—...„..., ..,„ . •rik,, - . ..„, ,- ,-4.-#k 4t;n:, ..,, ' *, lt tx View v . •,• gs z_6 i j t 00 i k i 4 44P- View Looking South from Adams Rd. IA fil RI III L. es A II NB Z4f.;'•-* -__i — Vek' womige• View Looking Northeast from Dylan Dr. v..11 31.41101.- ,4-...44. -, .,... ,...-„,40.../.--.---,ire 't"-- Allare' Project Rendering t- e of y . 41.4"? fix;115 r' Filed in Clerk's Office JUN 2 1 2023 DAWN M.JONES CITY CLERK,SOUTH BEND,IN Filed in Clerk's Office JUN 2 1 202 DAWN M.JONES MEMORANDUM OF AGREEMENT CITY CLERK,SOUTH BEND,IN INDUSTRIAL DEVELOPMENT REAL PROPERTY TAX ABATEMENT) This Memorandum of Agreement (Agreement) dated as of June 13, 2023, serves as confirmation of a commitment by GLC Portage Prairie,LLC (the"Applicant"), pending a June 26, 2023,public hearing,to comply with the project description,job creation and retention(and associated wage rates and salaries) figures contained in its petition, Statement of Benefits, and attachments and this Agreement. 1. Property Associated with the Abatement and Responsibilities of the Applicant. At the time of this Agreement, the property is located at 5448 Dylan Drive, South Bend, IN 46628, and has Key Number 71-03-17-301-011.000-009. Throughout the duration of the abatement, the Applicant shall promptly report any changes in the address or Key Number of the property receiving the abatement to the Department of Community Investment and to the Office of the City Clerk. Moreover,the Applicant also shall report any material changes or improvements made to the property subject to the abatement including changes as the result of subdividing, replatting, or otherwise. The Applicant agrees that failure to promptly report changes can result in a finding of noncompliance on behalf of the Applicant under the commitments of this Agreement. 2. Commitments of City and Applicant. Subject to the adoption of a Declaratory Resolution and a Confirmatory Resolution by the South Bend Common Council(the"SBCC"),the City of South Bend, Indiana, (the"City") commits to provide a nine-year (9) industrial development real property tax abatement for the Applicant, based on the Applicant's commitment set forth in its Application. The Applicant commits to the following(the"Commitments"): a) making total combined real property expenditures of no less than Twelve Million dollars 12,000,000.00) for a facility expansion of approximately One Hundred Sixty Seven Thousand 167,000)square feet at a parcel identified in Section 1 of this Agreement; b) leasing the property to a tenant which commits to creating at least fifteen (15)permanent full-time jobs with a total estimated annual payroll of at least Six Hundred Thousand dollars 600,000.00); and c) acting in good faith to complete the project as described in its Application. 3. Applicant's Compliance with City and State Laws. During the term of the abatement, the Applicant shall comply with Chapter 2, Article 6, of the South Bend Municipal Code, entitled "Tax Abatement Procedures," and all governing provisions of the Indiana Code. During the term of this abatement,the City may annually request information from the Applicant and/or Applicant's tenant at the property concerning the nature of the Project, the approved capital expenditure of the Project, the number of full-time permanent positions newly created by the Project,and the average wage rates and salaries(excluding benefits&overtime)associated with the positions,and the Applicant shall provide the City with adequate written evidence thereof within fifteen(15) days of such request(the"Annual Survey"). The City shall utilize this information and the information required to be filed by the Applicant in the CF-1 Compliance with the Statement of Benefits form to verify that the Applicant has 1 at all times complied with the Commitments after the Commitment Date and during the duration of the abatement and for no other purpose. The Applicant further agrees to provide the City with such additional information as requested by the City to determine Applicant's compliance with the Commitments and with local and state requirements within twenty (20) days following any such request. Notwithstanding anything herein to the contrary, the Applicant acknowledges that the City may be required to disclose certain documents provided by the Applicant as required by a court order or applicable law. 4. Substantial Compliance and Rights of Termination. The City, by and through the SBCC, reserves the right to terminate the Economic Revitalization Area designation and associated property tax abatement deductions if it reasonably determines that the Applicant has not made reasonable efforts to substantially comply with all the Commitments,as defined in Section 2 of this Agreement,and the Applicant's failure to substantially comply with the Commitments was not due to factors beyond its reasonable control,as described in Section 5 below. 5. Factors Beyond Control. As used in this Agreement, factors beyond the control of the Applicant shall only include factors not reasonably foreseeable at the time of designation application and submission of Statement of Benefits which are not caused by any act or omission of the Applicant, and which materially and adversely affect the ability of the Applicant to substantially comply with this Agreement.Applicant has the burden to communicate to the City any such factors in which it believes is beyond its control and impacting its ability to fulfill the terms of this Agreement or any tax abatement benefit provided to the City. The City reserves the right to investigate the factors cited by Applicant under this Section 5 to the fullest extent possible and may deny Applicant's request upon the completion of the City's investigation. 6. Repayment of Tax Abatement Savings. If at any time during the term of this Agreement the Applicant shall: (a)be delinquent or in default with respect to any tax payment in St. Joseph County, Indiana;or(b)cease operations at the facility for which the tax abatement was granted;or(c)announce the cessation of operations at such facility, then the City may immediately terminate the Economic Revitalization Area designation and associated tax abatement deductions, and upon such termination, require Applicant to repay all of the tax abatement savings received through the date of such termination. 7. Notice/Hearing of Termination. In the event that the City determines that the Economic Revitalization Area designation and associated tax abatement deductions should be terminated or that all or a portion of the tax abatement savings should be repaid,it will give the Applicant notice of such determination, including a written statement calculating the amount due from the Applicant, and will provide the Applicant with an opportunity to meet with the City's designated representatives to show cause why the abatement should not be terminated and/or the tax savings repaid. Such notice shall state the names of the person with whom the Applicant may meet and will provide that the Applicant shall have thirty (30) days from the date of such notice to arrange such meeting and to provide its evidence concerning why the abatement termination and/or tax savings repayment should not occur. If,after giving such notice and receiving such evidence,if any,the City determines that the abatement termination and/or the tax repayment action is proper, the Applicant shall be provided with written notice and a hearing before the SBCC before any final action shall be taken terminating the abatement 2 and/or requiring repayment of tax benefits. The Applicant shall be entitled to appeal that determination to a St.Joseph County Superior or Circuit Court. 8. Repayment. In the event the City requires repayment of the tax abatement savings as provided hereunder, it shall provide Applicant with a written statement calculating the amount due (the Statement"), and Applicant shall make such repayment to the City within one hundred twenty(120) days of the date of the Statement. If the Applicant does not make timely repayment,the City shall be entitled to all reasonable costs and attorneys' fees incurred in the enforcement of this Agreement and the collection of the tax abatement savings required to be repaid hereunder. 9. Modification/Entire Agreement. This Agreement and the schedules attached hereto as Exhibit A contain the entire understanding between the City and the Applicant with respect to the subject matter hereof, and supersede all prior and contemporaneous agreements and understandings, inducements, and conditions, expressed or implied, oral, or written, except as herein contained. This Agreement may not be modified or amended other than by an agreement in writing signed by the City and the Applicant. The Applicant understands that any and all filings required to be made or actions required to be taken to initiate or maintain the abatement are solely the responsibility of the Applicant. 10. Waivers. Neither the failure nor any delay on the part of the City to exercise any right,remedy, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial exercise of any right,remedy,power,or privilege preclude any other or further exercise of the same or of any other right,remedy,power,or privilege with respect to any occurrence or be construed as a waiver of such right,remedy,power,or privilege with respect to any other occurrence. No waiver shall be effective unless it is in writing and is signed by the party asserted to have granted such waiver. 11. Governing Laws of Indiana. This Agreement and all questions relating to its validity, interpretation,performance,and enforcement shall be governed by the laws and decisions of the courts of the State of Indiana. 12. Applicant's Consent to Jurisdiction. The Applicant hereby irrevocably consents to the jurisdiction of the Courts of the State of Indiana and of the St.Joseph County Circuit or Superior Court in connection with any action or proceeding arising out of or relating to this Agreement or any documents or instrument delivered with respect to any of the obligations hereunder, and any action related to this Agreement shall be brought in such County and in such Court. 12. Notices. All notices, requests, demands, and other communications required or permitted under this Agreement shall be in writing and shall be deemed to have been received when delivered by hand or by facsimile (with confirmation by registered or certified mail) or on the third business day following the mailing,by registered or certified mail,postage prepaid,return receipt requested,thereof, addressed as set forth below: 3 If to Applicant: GLC Portage Prairie,LLC 7410 Aspect Drive, Suite 100 Granger,Indiana 46530 Attn: Isaac Hall,Analyst If to the City:City of South Bend,Indiana 227 W. Jefferson Boulevard, Suite 1400S South Bend, Indiana 46601 Attn: Executive Director of Community Investment 13. Assignment and Transfer Prohibited. This Agreement shall be binding upon and inure to the benefit of the City and the Applicant and their successors and assigns, except (a) that no party may assign or transfer its rights or obligations under this Agreement without the prior written consent of the other party hereto, in which consent shall not be unreasonably withheld, and (b) Applicant may assign and transfer its rights under this Agreement to the Permitted Assign without prior written consent. "Permitted Assign" means the affiliated single purpose entity created for purposes of designing, constructing, owning, operating, and maintaining the project which is the subject of this Agreement. 14. Valid and Binding Agreement. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original as against any party whose signature appears thereon,and all of which shall together constitute one and the same instrument. By executing this Agreement, each person so executing affirms that he has been duly authorized to execute this Agreement on behalf of such party and that this Agreement constitutes a valid and binding obligation of the party. 15. Severability. The provisions of this Agreement and of each section or other subdivision herein are independent of and separable from each other,and no provision shall be affected or rendered invalid or unenforceable by virtue of the fact that for any reason any other or others of them may be invalid or unenforceable in whole or in part unless this Agreement is rendered totally unenforceable thereby. 16. No Personal Liability. No official, director, officer, employee, or agent of the City shall be charged personally by the Applicant, its employees, or its agents with any liabilities or expenses of defense or be held personally liable to the Applicant under any term or provision of this Agreement or because of the execution by such party of this Agreement or because of any default by such party hereunder. Remainder of page intentionally blank.] 4 IN WITNESS WHEREOF,the parties hereto have executed this Agreement as of the day and year first above written. Applicant"City" GLC Portage Prairie, LLC City of South Bend, Indiana By: I?41'13140,/By: Jeff Smoke Sharon McBride Managing Director and Principal President, South Bend Common Council Great Lakes Capital, a duly authorized member of GLC Portage Prairie, LLC By: Approved as to Legal Adequacy and Form this Rachel Tomas Morgan Chairperson, Community Investment day of 2023.Committee Counsel, South Bend Common Council i.e" By: Erik Glavich Department of Community Investment Counsel for Applicant By: James Mueller Mayor COJasCL 5 EXHIBIT A Abatement Schedule Subject to the adoption by the SBCC of a resolution confirming the adoption of Declaratory Resolution No. 5028-23,the property owner is qualified for and is granted an industrial development real property tax abatement for a period of nine(9)years as shown by the schedule outlined below. Year 1 - 100% Year 2 - 90% Year 3 - 80% Year 4 - 70% Year 5 - 60% Year 6- 50% Year 7 -40% Year 8 -30% Year 9 - 20% rnIed1ncffice 1 JUN 2 1 2023 CITY C E KN OU H BEND,IN 6 CITY OF SOUTH BEN""-FiiedTri-::·reFk's ott·-C OM MUN I TY INVESTMENT .. ,ce June 21, 2023 Council Member Rachel Tomas Morgan Chairperson, Community Investment Committee South Bend Common Council 4th Floor, County-City Building South Bend, Indiana 46601 JUN 2 1 2023 DAWN M, JON(!CITY CLERK, SOUTH SEND, IN RE: Confirming Resolutions (2): Vacant Building Tax Abatement and Mixed-Use Development Real Property Tax Abatement for Herstoric Properties, LLC Dear Council Member Tomas Morgan: Please find the enclosed information pertaining to a tax abatement petition submitted by Herstoric Properties, LLC, an Indiana Limited Liability Company. This petition package includes: •Department of Community Investment's summary report •Letter from the petitioner providing an overview of the project •Petition for abatement •Statement of Benefits forms (SB-1 / VBD and SB-1 / Real Property) •Supporting information The report contains the Department's findings relative to the above-mentioned petition. The petitioner intends to renovate the Monarch Printing Building, a local historic landmark located at 516 S. Michigan Street in South Bend. The building has been vacant for over a decade. The total private investment to rehabilitate the building is $570,000. The project meets the qualifications for two abatements: a two-year (2) vacant building tax abatement and a six-year (6)mixed-use development real property tax abatement. A representative from Herstoric Properties, LLC, will be available to meet with the Committee on Monday, June 26, 2023. If you or any of the other Council members have questions concerning the report or need additional information, please feel free to call me at (574) 235-5838. 2:JflJ Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 14005 County-City Building 227 W. Jefferson Blvd. South Bend, Indiana 46601 p 574.235.9371 www.southbendin.gov BILL NO. 23-37 Filed in Clerk's Office BILL NO. 23-37 JUN 2 1 2023 RESOLUTION NO. 5034-23 DAWN M.JONES CITY CLERK,SOUTH BEND,IN A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS South 516 Michigan Street, South Bend, IN 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A SIX-YEAR (6) REAL PROPERTY TAX ABATEMENT FOR Herstoric Properties, LLC WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as an Economic Revitalization Area for the purpose of tax abatement consideration; and WHEREAS, a Declaratory Resolution designated the area described as: Key Number: 71-08-12-307-003.000-026 Commonly Known As: 516 S. Michigan Street, South Bend, IN 46601 Legal Description: S 1/2 Lot 9 Martins Add be designated as an Economic Revitalization Area under the provisions of Indiana Code 6-1.1- 12.1 et seq., and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing before the Council has been published pursuant to Indiana Code 6-1.1-12.1-2.5; and WHEREAS, the Council held a public hearing for the purposes of hearing all remonstrances and objections from interested persons; and WHEREAS, the Council has determined that the qualifications for an economic revitalization area have been met. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby confirms its Declaratory Resolution designating the area described herein as an Economic Revitalization Area for the purposes of tax abatement. Such designation is for mixed-use development real property tax abatement only and shall expire on December 31, 2026. SECTION II. The Common Council hereby determines that the property owner is qualified for and is granted real property tax deduction for up to a period of six (6) years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17 and further determines that the petition, the Memorandum of Agreement between the Petitioner and the City of South Bend, and the Statement of Benefits comply with Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12 et seq. Year 1 - 100% Year 2 - 90% Year 3 - 80% Year 4 - 70% Year 5 - 60% Year 6 - 50% SECTION III. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2023, at o'clock m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m. James Mueller, Mayor City of South Bend Filed in Clerk's Office LJJUN 2 1 2023 DAWN M.JONES CLERK,SOUTH BEN Herstoric Properties, LLC 614 South Saint Joseph Street S:; 46601thBend, IN HE RSTORIC 4) 300-8041 charity.herdevelopment@gmail.com DEVEOPMENT June 12, 2023 Honorable Council Members, Herstoric Properties is seeking a tax abatement for our mixed-use building located at 516 S. Michigan Street. We are seeking both the vacant building abatement for the building's current vacant status, and an abatement for the planned improvements that will be completed over the next few years.This project will result in over$500,000 of investment in the South Bend area, support job creation and economic growth through the establishment of versatile commercial spaces, and provide additional affordable residential rental units in a downtown neighborhood. This building is owned by Charity Stowe and Rachel Mospan, the co-owners of Herstoric Development. We are small developers, focused on investing in the Monroe Park neighborhood of South Bend. We have observed that often, development of neighborhoods is done without consideration for the existing community and resources already residing in the area. Old buildings are torn down, replaced with new construction, and residents are displaced for wealthier tenants or homeowners who can afford the freshly gentrified locale. This often leads to the destruction of existing community, culture, buildings, and land and does not provide long-term residents a chance to benefit from said improvements. We believe we can succeed with a different approach. In Monroe Park, our goal is to enhance the beauty and function of the neighborhood while honoring the history and preserving the culture that already exists. We do this by working with neighbors to identify needs and leveraging resources available in the community. In our businesses, we are committed to making a concerted effort to engage with minority and female entrepreneurs and small business owners for positions within our company and when assembling our support team of experts in accounting, legal, architecture, marketing, and so on. When it comes to our rentals, we seek to provide affordable spaces,facilities, and amenities attuned to the local community and their needs. This property, known as the Monarch Printing Co. building, is designated as a local historic landmark in South Bend. While it is in need of repair, it remains an excellent example of Neo- Classical style with many original features intact.The building plays an important role in an area that is significant as one of South Bend's only remaining commercial districts from the period of 1911-1930. We plan to restore the building, maintain its historic characteristics and charm, while adapting the use of the building to meet the needs of the surrounding community.This building will be our flagship commercial space for our model of development that centers people and places in the neighborhood where we live and work. As entrepreneurs and a start-up business, we appreciate the programs and support available from the City of South Bend and its partners, as we seek to improve this building and others in Monroe Park, thereby making a significant contribution to the revitalization of downtown neighborhoods. The tax abatement will alleviate short-term expenses as we fulfill our vision and lay the groundwork for our long-term goals. We ask that you support our petition for abatement, and greatly appreciate your consideration. Warm regards, i§21.16 0c, 4 ' Charity Stowe and Rachel Mospan CO-OWNERS TAX ABATEMENT REPORT TO: South Bend Common Council FROM: Erik Glavich, Director, Growth and Opportunity SUBJECT: Vacant Building Tax Abatement and Mixed-Use Development Real Property Tax Abatement for Herstoric Properties, LLC DATE: June 7, 2023 On June 5, 2023, a petition for tax abatement from Herstoric Properties, LLC, was filed with the Office of the City Clerk. The petition seeks consideration for(1) a vacant building abatement and (2) a mixed-use development real property tax abatement for the historic Monarch Printing Building located at 516 S. Michigan Street in South Bend. Pursuant to Chapter 2, Article 6, Section 2-84.9 of the Municipal Code of the City of South Bend, the 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 Indiana Code 6 1.1-12.1 and all zoning requirements have been met. The Department of Community Investment has reviewed the, investigated the area, and makes the following report. Project Summary The developer, Herstoric Properties, LLC, plans to rehabilitate the abandoned Monarch Printing Building on South Michigan Street south of Monroe Street. Built in 1921, the building has been vacant for at least a decade. Herstoric Properties, LLC, purchased the property earlier this year. The building was declared a City of South Bend Local Landmark in 1995 by the Common Council (Ordinance No. 8630-95). The renovation project will be conducted in two phases: o Phase 1 will be to renovate and activate the first floor commercial spaces. When leasing the space, Herstoric Properties, LLC, will focus on local, small businesses that employ and/or serve the neighbors of Monroe Park. o Phase 2 will involve renovating and leasing the second floor as residential apartments. The petitioner plans to offer affordable rental rates to all tenants— commercial and residential—as their mission is to keep barriers low for tenants and businesses to participate and thrive in the community and economy. Total private investment for the project is$570,000. Employment Impact Herstoric Properties, LLC, plans to hire 2 full-time employees with an estimated total annual payroll of$140,000. The company hopes to hire a third full-time employee by the end of 2024. Once the renovation is completed and the entire space is active, the petitioner estimates that businesses located in the renovated spaces could hire 30 to 40 new employees. Tax Estimates Vacant Building Tax Abatement: The petitioner qualifies for a two-year(2)vacant building tax abatement. Current estimated annual taxes: $1,448 Estimated taxes being abated during the abatement period: $1,416 Estimated total taxes to be paid during the abatement period: $1,481 Mixed-Use Development Real Property Tax Abatement: The petitioner qualifies for a six-year 6) mixed-use development real property tax abatement. Current estimated annual taxes: $1,448 Estimated annual taxes after the project's completion: $14,047 Total estimated taxes during the six-year(6) abatement period: $84,282 o Estimated taxes being abated during the abatement period: $42,900 o Estimated total taxes to be paid during the abatement period: $41,382 Abatement Qualification 1. A review of the tax abatements previously granted finds that the petitioner has not been granted or is associated with a previous abatement. 2. The property is properly zoned for the proposed project. 3. Taxes on the property have been paid in full. 4. A review of the South Bend Redevelopment designation areas finds that the property is in the River West Development Area. 2 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for the following: Two-year(2)vacant building tax abatement under Division 9 (Miscellaneous Real Property Tax Abatement), Section 2-84 (Council's Authority to Enlarge Real Property Tax Abatement General Standards). Six-year(6) mixed use development real property tax abatement under Division 5 Mixed Use Development Real Property Tax Abatement). 3 2-Year Abatement June 5,2023 Herstoric Properties LLC South Bend Portage Township Vacant Building Tax Abatement Schedule Property Address: 516 S. Michigan Street Tax Key Number: 71-08-12-307-003.000-026 Current Year 1 Year 2 Assessed Value(AV) Land 6,100 $ 6,100 $ 6,100 Structure 36,500 36,500 36,500 Gross Assessed Value 42,600 42,600 42,600 Abatement(100%of Structure) 100% 50% Abatement Deduction 36,500) (18,250) Net Assessed Value 42,600 6,100 24,350 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net AV)2,253 323 1,288 Local Tax Credit(8.7112%of GT-DS) 181) 26) 104) Circuit Breaker Credit 624) Taxes Due 1,448 $297 $ 1,184 3% 3% 3% Circuit Breaker Cap 1,278 1,278 1,278 Debt Service (0.3997%of Net AV) 170 24 97 Max Tax Under the Cap 1,448 1,302 1,375 Year Taxes Due Taxes Abated Net Taxes Paid 1 1,448 $ (1,152) $297 2 1,448 264) 1,184 Total: 2,897 1,416) 1,481 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023. The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. 7;`,164,*"""*'''..., Department of Community Investment City of-South Bend 6-Year Abatement June 5,2023 Herstoric Properties LLC South Bend Portage Township Commerical Development Real Property Tax Abatement Schedule* Type of Property: Mixed Use Estimated Project Cost: $ 375,000 Rehabilitation Property Address: 516 S.Michigan Street Tax Key Number 71-08-12-307-003,000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Assessed Value(AV) Land 6,100 $ 6,100 $ 6,100 $ 6,100 $ 6,100 $ 6,100 $ 6,100 $ 6,100 Structure(AV=80%Project Cost) 36,500 336,500 336,500 336,500 336,500 336,500 336,500 336,500 Gross Assessed Value 42,600 342,600 342,600 342,600 342,600 342,600 342,600 342,600 Abatement 100% 90% 80% 70% 60% 50% Abatement Deduction 300,000) (270,000) (240,000) (210,000) (180,000) (150,000) Net Assessed Value 42,600 342,600 42,600 72,600 102,600 132,600 162,600 192,600 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net AV) 2,253 18,123 2,253 3,840 5,427 7,014 8,601 10,188 Local Tax Credit(8.7112%of GT-DS) 181) (1,459) 181) 309) 437) 565) 693) 820) Circuit Breaker Credit 624) (5,016) Taxes Due 1,448 $ 11,647 $ 2,072 $ 3,531 $ 4,990 $ 6,449 $ 7,908 $ 9,368 3% 3% 3% 3% 3% 3% 3% 3% Circuit Breaker Cap 1,278 10,278 10,278 10,278 10,278 10,278 10,278 10,278 Debt Service(0.3997%of Net AV)170 1,369 170 290 410 530 650 770 Max Tax Under the Cap 1,448 11,647 10,448 10,568 10,688 10,808 10,928 11,048 Combined Year Abatement Current Taxes New Net Taxes Current& Taxes Abated Due Projected Tax Paid New Taxes 1 100% $ 1,448 $ 10,199 $ 11,647 $ (9,575) $ 2,072 2 90% 1,448 10,199 11,647 8,116)3,531 3 80% 1,448 10,199 11,647 6,657)4,990 4 70% 1,448 10,199 11,647 5,198)6,449 5 60% 1,448 10,199 11,647 3,739)7,908 6 50% 1,448 10,199 11,647 2,280)9,368 Total: 8,690 61,195 69,884 (35,566) 34,318 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023.I', Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. City of South Bend 6-Year Abatement June 5,2023 Herstoric Properties LLC South Bend Portage Township Residential Real Property Tax Abatement Schedule Type of Dwelling: Multi-Family Residence 6 units- Estimated Project Cost: $ 125,000 Rehabilitation Property Address: 516 S.Michigan Street Tax Key Number: 71-08-12-307-003,000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Assessed Value(AV) Land Structure(Current AV+80%Project Cost) 100,000 100,000 100,000 100,000 100,000 100,000 100,000 Gross Assessed Value 100,000 100,000 100,000 100,000 100,000 100,000 100,000 Abatement 100% 90% 80% 70% 60% 50% Abatement Deduction 100,000) (90,000) (80,000) (70,000) (60,000) (50,000) Net Assessed Value 100,000 10,000 20,000 30,000 40,000 50,000 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net AV) 5,290 529 1,058 1,587 2,116 2,645 Local Tax Credit(8.7112%of GT-DS)426) 43) 85) 128) 170) 213) Circuit Breaker Credit 2,464) 232) Taxes Due 2,400 $486 $ 973 $ 1,459 $ 1,945 $ 2,200 3% 2% 2% 2% 2% 2% 2% 2% Circuit Breaker Cap 2,000 2,000 2,000 2,000 2,000 2,000 2,000 Debt Service(0.3997%of Net AV) 400 40 80 120 160 200 Max Tax Under the Cap 2,400 2,000 2,040 2,080 2,120 2,160 2,200 Combined Year Abatement Current Taxes New Net Taxes Current& Taxes Abated Due Projected Tax Paid New Taxes 1 100% $2,400 $ 2,400 $ (2,400) $ - 2 90% 2,400 2,400 1,913) 486 3 80% 2,400 2,400 1,427) 973 4 70% 2,400 2,400 941)1,459 5 60% 2,400 2,400 454)1,945 6 50% 2,400 2,400 200)2,200 Total: 14,398 14,398 7,335)7,064 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023. Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then-current tax rates. City of South Bend City of South Bend Instructions:campletepages 1-3 AND the proper Form SB-1 for lPetitionforIncentivesthetypeofabatement(rile-- F 1;. 1n property or personal progerty)F!ed 1n.Cliirk$ Of IcePetitionmustIncludea$250 filing fee payable to the City Oerk's Office for which you are applying. before processing con be complete General Information Project Name Monarch Printing Co Project Number J i f]n 1hI Legal name as registered with Secretary of State Herstoric Properties, LLC t` Business structure UAWN IA.JUNEDomesticLimitedLiabilityCompanyr_ITy r'LERK,SOUTH BEND,IN Company website https://www.instagram.com/herstoricdevelopment/ Proposed Project Information Proposed project address 516 South Michigan St Parent company name Herstoric Properties, LLC City,State,Zip South Bend, IN 46601 Legal owner Herstoric Properties, LLC Site acreage or acreage required Is the real estate owned0.12 or leased? Owned Square feet of facility 8,900 if leased,by whom? Primary Contact Information Primary company contact name TitleCharityStowe Address of company contact Phone614SouthSaintJosephStreet 574) 300-8041 City,state,zip South Bend, IN 46601 Email charity.herdevelopment@gmail.com Senior Official Information Company senior official name Rachel Mospan Title Address of company contact Phone if different from above) 15555 Hunting Ridge Trail 312) 590-0062 City.State.Zip Granger, IN 46530 Email rachelmospan@gmail.com Consultant Information/Agent Hired business consultant/agent name Consultant release?(V/N) Address Local economic development partners approval?(Y/N) City,State,Zip Email Project Overview Brief description of your Herstoric Properties is the property owner for Herstoric Development,an incremental development company focused on the company,project,and why the Monroe Park neighborhood of South Bend.We are enhancing the beauty and function of the neighborhood while honoring the property is necessary for history and preserving the culture that already exists. economic growth The Monarch Printing Co.building is designated as a local historic landmark.While it has been damaged by neglect,lime and the elements and is in need of repair,it remains an excellent example of Neo-Classical style detailed commercial construction with many original features remaining intact. We plan to restore the building,maintaining historic characteristics and charm,while adapting the use of the building to meet the needs of the surrounding community Phase 1 will be to renovate and activate the first floor commercial spaces.When leasing the space,we will focus on local,small businesses that employ and/or serve the neighbors of Monroe Park.This is one of the few commercial buildings close to the neighborhood,so it will fill a need for beautiful and accessible commercial space,allowing these small businesses:o put down roots,grow and flourish. Phase 2 will involve renovating and leasing the second floor as residential apartments.We plan to offer affordable rental rates to all tenants,commercial and residential,as our mission is to keep barriers low for tenants and businesses to participate and thrive in the community and economy Certified Technology Park appropriate N/A Is the project in a Tax Incremental Financing TIF)area? If so,which? River West Have Building Permits been Issued?IY/N) Number of residential units created by Note-Not eligible for abatement If Yes) N projeo 6 (in Phase 2) If this is a petition for personal property tax abatement,has the equipment been installed? N/A Investment Details Public Infrastructure needs Has any SO4 funding been What Is the value of any equipment being purchased in What is the value of any equipment being Off-site of project In dollars) received? Indiana for the protect? purchased from out of state for the project? N/A No N/A N/A New Project Investments Calendar Year 2022 2023 2024 2025 2026 2027 2028 2029 Land Acquisition Bulldmg Lease Payments Building Purchase Costs 55.000 00 New Building Construction Existing Building Improvements 50.000 00 S 250,000 00 $200,000 New Machinery&Equipment Special Tooling/Retooling New Furniture/Fixtures 10,000 00 $20,000 00 $40,000 00 New Computer/IT Hardware New Software On-site Rail Infrastructure Omsitr Fiber Infrastructure TOTAL 0.00 $115,000 00 $270.000.00 $240,000.00 $0.00 $0.00 $0.00 $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year Jobs retained Hourly Cumulative it of net NEW full time Hourly average wage,w/o Total training Total it to be average permanent jobs created at project benefits or bonuses,of expenditure- trained-not wage.w/o benefits or cumulative net new Jobs not cumulative bonuses cumulative 2073 2 35.00 C 0 2024 3 35.00 S 1,000 1 2025 10 25.00 2026 30 20.00 2027 40 S 20.00 2028 40 21.00 2029 40 22.00 2030 40 23.00 2031 40 24.00 2032 40 S 25 00 2033 40 1 26.00 2034 40 27.00 Provide hourly wage information for new employees in the following positions. Full time Part time Laborers 20.00 15.00 Technical 30.00 35 00 Managerial 50.00 Administrative 20.00 15.00 Who will he the individual responsible for coordinating with WorkOne on recruiting? Does your company have an EEO hiring polity? Yes Are you an EEO employer?Yes Please list the number of full time and part time minority and/or female Please describe your commitment to employees for the following years: diversity and Inclusion by detailing your Year outreach and recruitment efforts for the last 2223 2022 2021 three years as well as current policies. Full Time Part Time Full Time Part Time Full Time Part Time Black We are seeking out female Hispanic entrepreneurs and business Asian owners in all positions both within our company,with subcontractors, Indian and when assembling our support Female team of experts in accounting, 2 2 legal,architecture.marketing,and Other So On. Complete below for Real or Personal Property Tax Abatement only. Please sign for all requested incentives. Public Benefit Item: Information is required on both the construction companies and the companies which will provide materials purchased for this project. complete the table below with theappropriate information. If QualifyPlease Yes or No) earned Poing Available Points you qualify for the points,please enter the full amount of available points. 1 Construction Related(Contractors): A. Employ Local Companies(75%) Y 20 20 B. Purchase Materials from Local Companies(75%)Y 20 20 C. Require Employees vs.Independent Contractors N 0 19 D. Require Prevailing Wage N 0 22 E. Require Health Benefits N 0 22 F. Require Retirement Benefits N 0 18 G. Maintain Affirmative Action Plan N 0 20 Sub-total Construction Related: 40 141 2 Way&&Benefit Related(Owner)- A. Pay Target Wage Levels Y 33 33 B. Provide Health Benefits N 0 34 C. Provide Retirement Benefits N 0 29 D. Provide Training Y 28 28 E. Provide Child Care N 0 15 F Provide Transportation Assistance N 0 14 G. Provide Employer Assisted Housing program N 0 9 Sub-total Wage&Benefit Related: 61 162 3 Workforce Related: A. Create New Jobs Y 42 42 B. Retain Existing Jobs Y 41 41 C. Maintain Affirmative Action Plan Y 35 35 D. Provide Targeted Hiring Preference Y 34 34 Sub-total Workforce Related: 152 152 4 Support a Municipal Facility: Support a SB Municipal Facility(donations to the A. zoo,conservatory,museum,etc.) Y 84 84 Name of Facility Sub-total Municipal Facility: e4 84 Sub-total from Above: 337 539 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.,6-1.1-12.1-1,et seg.,and South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above. Submitted By: r,Vir •J lr,,,L Date: 6/1/2[123 For Staff Use Only Below This Line 1.4.7d : 6, loo What is the current assessed value? Real Property:846: 34,500. `0O Personal Property: What is the projected assessed value? Real Property: J Personal Property: What is the tax key number for this project? r — Q 8 -/2. ,- . 07 - 490 3 o p 0 -0 L What is the slx digit NAICS code? N/4 V 0 Please attach a Google map and street view of the location. Tease list the amount of real and personal property taxes Real Property Taxes: Personal Property Taxes: paid for the last five years when applicable. YearOnerat L( 1.02.2, Igg8 9G 6 Year Two J Z LZ' 13 g 7. 3 .Z Year Three 2...( 2.4 i 3 F 7. o Year Four 2019 1LZY .ov Year Flve L Q/8' ti/4 Please fill out the following Public Benefit Summary Information and add to total from above- Y or Nj Points Points Public Benefit Item: Project Related' 5 A. Redevelop a Site that has Special Needs y1 I 1 49 B. Develop Based on Local University Research iJ 35 C. Achieve a Physical Element of a Plan N.+ 3(o 36 Sub-total Project Related: 4> 120 6 Super Size Pro acts jpoint values are cumulative): A. 100%to 199% I 25 25 B. 200%to 299% N i 68 C. 300%to 399% N I65 D. 400%and Over N 57 Sub-total Super Size Projects: 2.5 210 7 Pay for Municipal Infrastructure: A. Pay for Oversizing or Upgrading 1/ 14 B. Pay for 26-50%of Extension Cost N 1 26 C. Pay for 51-75%of Extension Cost r 39 D. Pay for 76-100%of Extension Cost N 1 52 Sub-total Infrastructure Related: 131 Total from Applicant Section: 337 539 Total from Staff Section: 0 461 Total Public Benefit Points: y 7 1000 0,*7"4. STATEMENT OF BENEFITS 2023 PAY 2024 VACANT BUILDING DEDUCTION State Form 55182(R2/1-21) FORM SB-1 I VBD Prescribed by the Department of Local Government Finance PRIVACY NOTICE This statement is being completed for real property that qualifies as an"eligible vacant building"as defined by The cost and any specific individual's IC 6-1.1-12.1-1(17). salary information is confidential:the balance of the filing is public record per IC 6-1.1-12.1-5.1 (c)and(d). INSTRUCTIONS: 1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise,this statement must be submitted to the designating body BEFORE the occupation of the eligible vacant building for which the person wishes to claim a deduction. 2. To obtain a vacant building deduction,a Form 322/VBD must be filed with the county auditor before May 10 in the year in which the property owner or his tenant occupies the vacant building or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. If the property owner misses the May 10 deadline in the initial year of occupation,he can apply between January 1 and May 10 of a subsequent year. 3 A property owner who files the Form 322/VBD must provide the county auditor and The designating body with a Form CF-1NBD to show compliance with the approved Form SB-1NBD. The Form CF-1/VBD must also be updated each year in which the deduction is applicable. SECTION 1 TAXPAYER INFORMATION Name of taxpayer Herstoric Properties, LLC Address of taxpayer Number andStrect: 614 South Saint Joseph Street city: South Bend State: IN ZIP. 46601 Name of contact person p Telephone number E-mail address Fine Name: Charity i•is i.,m,e Stowe 574) 300-8041 charity herhevelopment(a)gmed com SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number Common Council of the City of South Bend Location of property County DLGF taxing district number Number andStreet: 516 S.Michigan St. city: South Bend Crate IN ZfP:466011 St. Joseph 026(South Bend-Portage) Description of eligible vacant building that the property owner or tenant will occupy(use additional sheets if necessary). Estimated occupancy date(month,day,year) The Monarch Printing Co. building is designated as a local historic landmark. It has been damaged 11/1/2023 by neglect, time and the elements and is in need of repair. The building is vacant until initial Estimated date placed-in-use(month,day.year) renovations can be completed. 11/1/2023 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS A RESULT OF PROPOSED PROJECT Current Number O Salaries $ O Number Retained 0 Salaries $ O Number Additional Salaries $ 210,000 SECTION ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT D REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 0 36,500 Plus estimated values of proposed project 500,000 400,000 Less values of any property being replaced 0 0 Net estimated values upon completion of project r 500.000 436.500 SECTION 5 EFFORTS TO SELL OR LEASE VACANT BUILDING Desc'ibed efforts oy the owner or previoJs owner to sell lease or rent the budding dx;ng period of vacancy Took ownership in January 2023. Because renovations are needed, efforts to sell, lease, or rent the building thus far have been challenging. Show amount for'which the building was offered for sale.lease,or rent during period of vacancy N/A List any other benefits resulting from the occupancy of the eligible vacant building Once this building is occupied it will contribute beauty and commerce to the street and the district. SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature thorized representative Title Date signed(month,day,year) tr,r Ii' or vt, vi Co-owners 6/2/2023 Page 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1,provides for the following limitations: A. The designated area has been limited to a period of time not to exceed N/A calendar years'(see below). The date this designation expires is 12/31/2026 _. NOTE:This question addresses whether the resolution contains an expiration date for the designated area. B. The amount of the deduction applicable is limited to$ N/A C. Other limitations or conditions(specify) N/A D. Number of years allowed: 0 Year 1 ® Year 2 Year 3 0 Year 4 0 Year 5('see below) 0 Year 6 Year 7 Year 8 Year 9 Year 10 E. For a statement of benefits approved after June 30,2013,did the designating body adopt an abatement schedule per IC 6-1.1-12.1-17? Yes 0N If yes,attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year) Printed name of authorized member of designating body Name of designating body Attested by(signature and title of attester)Printed name of attester If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17. IC 6-1.1-12.1-1 17) "Eligible vacant building"means a building that: A)is zoned for commercial or industrial purposes;and B)is unoccupied for at least one(1)year before the owner of the building or a tenant of the owner occupies the building,as evidenced by a valid certificate of occupancy,paid utility receipts,executed lease agreements,or any other evidence of occupation that the department of local government finance requires. IC 6-1.1-12.1-17 Abatement schedules Sec.17. (a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created. 3) The average wage of the new employees compared to the state minimum wage. 4) The infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits. Filed in Clerk's Office L *11;N 0 5 ?Q7 DAWN M,JONESCITYCLERK,SOUTH BEND,IN I Page 2 of 2 STATEMENT OF BENEFITS zo23 PAY 2024 A REAL ESTATE IMPROVEMENTS State Form 51767(R7/1-21) FORM SB-1/Real Property Prescribed by the Department of Local Government Finance PRIVACY NOTICE This statement is being completed for real property that qualifies under the following Indiana Code(check one box): Any information concerning the cost l] Redevelopment or rehabilitation of real estate improvements(IC 6-t1-12.1-4) of the properly and specific salaries paid to individual employees by the P Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per IC 6-1.1-12 1-5.1. INSTRUCTIONS: 1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise,this statement must be submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction. 2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of the redevelopment or rehabilitation for which the person desires to claim a deduction. 3. To obtain a deduction,a Form 322/RE must be filed with the county auditor before May 10 in the year in which the addition to assessed valuation is made or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. A property owner who failed to file a deduction application within the prescribed deadline may file an application between January 1 and May 10 of a subsequent year. 4. A property owner who files for the deduction must provide the county auditor and designating body with a Form CF-1/Real Property. The Form CF-1/Real Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction is applicable. IC 6-1.1-12.1-5.1(b) 5. For a Form SB-1/Real Property that is approved after June 30, 2013, the designating body is required to establish an abatement schedule for each deduction allowed. For a Form SB-1/Real Property that is approved prior to July 1, 2013, the abatement schedule approved by the designating body remains in effect. IC 6-1.1-12.1-17 SECTION 1 TAXPAYER INFORMATION Name of taxpayer Herstoric Properties, LLC Address of taxpayer Number and Street: 614 South Saint Joseph Street City: South Bend State: IN ZIP: 46601 Name of contact person Telephone number E-mail address Pira.Name: Cjharity Las(Name Stowe 574) 300-8041 charity.hcrdevelopment@gmati.com SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designa:ng node Resolution number Common Council of the City of South Bend Location of property County DLGF taxing district number Number and Street: 516 S.Michigan St, Cily. South Bend Stag,: IN zip, 46601 St. Joseph 026(South Bend-Portage) Description of real property improvements.redevelopment.or rehabilitation(use additional sheets if necessary) Estimated start date(month,day,year) Phase 1 will be to renovate and activate the first floor commercial spaces. Phase 2 will involve renovating and leasing the second floor as residential apartments. Estimated completion date(month,day,year) SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number Salaries Number Retained SalariesNumber Additional Salaries 0 0 0 0 3 210,000 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE _ Current values 0 36,500 Plus estimated values of proposed project 500,000 400,000 Less values of any property being replaced 0 0 Net estimated values upon completion of project 500.000 436,500 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) 0 Estimated hazardous waste converted(pounds) 0 Other benefits Once this building is occupied it will contribute beauty and commerce to the street and the district. SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative 1 Date signed(month,day year) t•(i!( Ted: •vL i °. 6/2/2023 Printed name of authorized representative Title Rachel Mospan and Charity Stowe Co-owners Page 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in tl,e resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1,provides for the following limitations: A. The designated area has been limited to a period of time not to exceed N/A calendar years*(see below). The date this designation expires is 12/31/2026 . NOTE:This question addresses whether the resolution contains an expiration date for the designated area. B. The type of deduction that is allowed in the designated area is limited to: 1,Redevelopment or rehabilitation of real estate improvements Yes No 2.Residentially distressed areas yes ®No C. The amount of the deduction applicable is limited to$ N/A D. Other limitations or conditions(specify) N/A E. Number of years allowed E Year 1 • []Year 2 Year 3 Year 4 Year 5 (*see below) Year 6 Year 7 Year 8 Year 9 Year 10 F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? Yes No If yes,attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved(signature and title of authorized member of designating body) Telephone number Date signed(month.day.year) Printed name of authorized member of designating body Name of designating body Attested by(signature and title of attester) Printed name of attester If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17. A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1,2013,the deductions established in IC 6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. For a Form SB-1/Real Property that is approved after June 30, 2013,the designating body is required to establish an abatement schedule for each deduction allowed. Except as provided in IC 6-1.1-12.1-18,the deduction period may not exceed ten(10)years. (See IC 6-1.1-12.1-17 below.) B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1,2013,the abatement schedule approved by the designating body remains in effect.For a Form SB-1/Real Property that is approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.) IC 6-1.1-12.1-17 Abatement schedules Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created. 3) The average wage of the new employees compared to the state minimum wage. 4) The infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits. Page 2 of 2 Aerial and Street Views al1111„ fiti . l'i w r t' WM! " ._ liii*iiii m• 1 rii - 1471, 401,11,100*.tow, . Ar 11 1r 0 Ir. 41Iti'Vr f 0. 1.IP 4 i.... 1/1 1111r. • - IN Iliggil I 4 0 018-3017-0.4 w^ A 111. x4,.z•-•-1-4-. ..- • T. je, rte Eiti 1 , i 4tee. 44 3iitpit. 1111111 , lig ® ® r: r aFnrlr•4: y ar 4 C. S i r iti-- 11111 111. 11111 11111 q ls ue6igoi j •S WOJ};se3 6ui)Ioo1 mem Street View from 2019 1u p1,4";‘_2.' ,1., 371 0 i :i L r: l 1 4J y' y Project Renderings — Residential Units a: f i l II 1 IIIIIIuiii I mi 0._ •1 r f: Ji 11111111 MINI 1 I 4". .A J Mfir' SRM 0,,-. s 0-' j sii r e d x I s r z a1 , i ti tr f a '''-7- ix f_ 'j bN- 0 40 r r- OI Qmy 7c2-' z 5 z; ncn JOP'OKi N F Z o Z i C.A.' O n0 2 CD Filed in Clerk's Office JUN 2. 1 ZQ23 MEMORANDUM OF AGREEMENTLAWN M.JONESCITYCLERK,SOUTH BEND,IN MIXED-USE DEVELOPMENT REAL PROPERTY TAX ABATEMENT) This Memorandum of Agreement (Agreement) dated as of June 13, 2023, serves as confirmation of a commitment by Herstoric Properties, LLC (the "Applicant"), pending a June 26, 2023,public hearing,to comply with the project description,job creation and retention(and associated wage rates and salaries) figures contained in its petition, Statement of Benefits, and attachments and this Agreement. 1. Property Associated with the Abatement and Responsibilities of the Applicant. At the time of this Agreement, the property is located at 516 South Michigan Street, South Bend, IN 46601,and has Key Number 71-08-12-307-003.000-026. Throughout the duration of the abatement, the Applicant shall promptly report any changes in the address or Key Number of the property receiving the abatement to the Department of Community Investment and to the Office of the City Clerk. Moreover, the Applicant also shall report any material changes or improvements made to the property subject to the abatement including changes as the result of subdividing,replatting, or otherwise. The Applicant agrees that failure to promptly report changes can result in a finding of noncompliance on behalf of the Applicant under the commitments of this Agreement. 2. Commitments of City and Applicant. Subject to the adoption of a Declaratory Resolution and a Confirmatory Resolution by the South Bend Common Council(the"SBCC"),the City of South Bend, Indiana, (the "City") commits to provide a six-year (6) mixed-use development real property tax abatement for the Applicant, based on the Applicant's commitment set forth in its Application. The Applicant commits to the following(the"Commitments"): a)making total combined real property expenditures of no less than Five Hundred Thousand dollars ($500,000.00) for the renovation of real property at a parcel identified in Section 1 of this Agreement; b) creating approximately two (2) permanent full-time jobs with a total estimated annual payroll of One Hundred Forty Thousand dollars($140,000.00); and c) acting in good faith to complete the project as described in its Application. 3. Applicant's Compliance with City and State Laws. During the term of the abatement, the Applicant shall comply with Chapter 2, Article 6, of the South Bend Municipal Code, entitled "Tax Abatement Procedures," and all governing provisions of the Indiana Code. During the term of this abatement,the City may annually request information from the Applicant concerning the nature of the Project, the approved capital expenditure of the Project, the number of full-time permanent positions newly created by the Project,and the average wage rates and salaries(excluding benefits&overtime) associated with the positions, and the Applicant shall provide the City with adequate written evidence thereof within fifteen (15) days of such request (the "Annual Survey"). The City shall utilize this information and the information required to be filed by the Applicant in the CF-1 Compliance with the Statement of Benefits form to verify that the Applicant has at all times complied with the Commitments after the Commitment Date and during the duration of the abatement and for no other purpose. The 1 Applicant further agrees to provide the City with such additional information as requested by the City to determine Applicant's compliance with the Commitments and with local and state requirements within twenty(20) days following any such request. Notwithstanding anything herein to the contrary, the Applicant acknowledges that the City may be required to disclose certain documents provided by the Applicant as required by a court order or applicable law. 4. Substantial Compliance and Rights of Termination. The City, by and through the SBCC, reserves the right to terminate the Economic Revitalization Area designation and associated property tax abatement deductions if it reasonably determines that the Applicant has not made reasonable efforts to substantially comply with all the Commitments,as defined in Section 2 of this Agreement, and the Applicant's failure to substantially comply with the Commitments was not due to factors beyond its reasonable control, as described in Section 5 below. 5. Factors Beyond Control. As used in this Agreement, factors beyond the control of the Applicant shall only include factors not reasonably foreseeable at the time of designation application and submission of Statement of Benefits which are not caused by any act or omission of the Applicant, and which materially and adversely affect the ability of the Applicant to substantially comply with this Agreement.Applicant has the burden to communicate to the City any such factors in which it believes is beyond its control and impacting its ability to fulfill the terms of this Agreement or any tax abatement benefit provided to the City. The City reserves the right to investigate the factors cited by Applicant under this Section 5 to the fullest extent possible and may deny Applicant's request upon the completion of the City's investigation. 6. Repayment of Tax Abatement Savings. If at any time during the term of this Agreement the Applicant shall: (a)be delinquent or in default with respect to any tax payment in St. Joseph County, Indiana;or(b)cease operations at the facility for which the tax abatement was granted;or(c)announce the cessation of operations at such facility, then the City may immediately terminate the Economic Revitalization Area designation and associated tax abatement deductions, and upon such termination, require Applicant to repay all of the tax abatement savings received through the date of such termination. 7. Notice/Hearing of Termination. In the event that the City determines that the Economic Revitalization Area designation and associated tax abatement deductions should be terminated or that all or a portion of the tax abatement savings should be repaid,it will give the Applicant notice of such determination, including a written statement calculating the amount due from the Applicant, and will provide the Applicant with an opportunity to meet with the City's designated representatives to show cause why the abatement should not be terminated and/or the tax savings repaid. Such notice shall state the names of the person with whom the Applicant may meet and will provide that the Applicant shall have thirty (30) days from the date of such notice to arrange such meeting and to provide its evidence concerning why the abatement termination and/or tax savings repayment should not occur. If,after giving such notice and receiving such evidence,if any,the City determines that the abatement termination and/or the tax repayment action is proper, the Applicant shall be provided with written notice and a hearing before the SBCC before any final action shall be taken terminating the abatement and/or requiring repayment of tax benefits. The Applicant shall be entitled to appeal that determination to a St. Joseph County Superior or Circuit Court. 2 8. Repayment. In the event the City requires repayment of the tax abatement savings as provided hereunder, it shall provide Applicant with a written statement calculating the amount due (the Statement"), and Applicant shall make such repayment to the City within one hundred twenty(120) days of the date of the Statement. If the Applicant does not make timely repayment, the City shall be entitled to all reasonable costs and attorneys' fees incurred in the enforcement of this Agreement and the collection of the tax abatement savings required to be repaid hereunder. 9. Modification/Entire Agreement. This Agreement and the schedules attached hereto as Exhibit A contain the entire understanding between the City and the Applicant with respect to the subject matter hereof, and supersede all prior and contemporaneous agreements and understandings, inducements, and conditions, expressed or implied, oral, or written, except as herein contained. This Agreement may not be modified or amended other than by an agreement in writing signed by the City and the Applicant. The Applicant understands that any and all filings required to be made or actions required to be taken to initiate or maintain the abatement are solely the responsibility of the Applicant. 10. Waivers. Neither the failure nor any delay on the part of the City to exercise any right,remedy, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial exercise of any right,remedy,power, or privilege preclude any other or further exercise of the same or of any other right,remedy,power, or privilege with respect to any occurrence or be construed as a waiver of such right,remedy,power,or privilege with respect to any other occurrence. No waiver shall be effective unless it is in writing and is signed by the party asserted to have granted such waiver. 11. Governing Laws of Indiana. This Agreement and all questions relating to its validity, interpretation,performance,and enforcement shall be governed by the laws and decisions of the courts of the State of Indiana. 12. Applicant's Consent to Jurisdiction. The Applicant hereby irrevocably consents to the jurisdiction of the Courts of the State of Indiana and of the St.Joseph County Circuit or Superior Court in connection with any action or proceeding arising out of or relating to this Agreement or any documents or instrument delivered with respect to any of the obligations hereunder, and any action related to this Agreement shall be brought in such County and in such Court. 12. Notices. All notices, requests, demands, and other communications required or permitted under this Agreement shall be in writing and shall be deemed to have been received when delivered by hand or by facsimile (with confirmation by registered or certified mail) or on the third business day following the mailing,by registered or certified mail,postage prepaid,return receipt requested,thereof, addressed as set forth below: If to Applicant: Herstoric Properties,LLC 614 S. Saint Joseph Street South Bend, Indiana 46601 Attn: Charity Stowe 3 If to the City:City of South Bend, Indiana 227 W.Jefferson Boulevard, Suite 1400S South Bend, Indiana 46601 Attn: Executive Director of Community Investment 13. Assignment and Transfer Prohibited. This Agreement shall be binding upon and inure to the benefit of the City and the Applicant and their successors and assigns, except (a) that no party may assign or transfer its rights or obligations under this Agreement without the prior written consent of the other party hereto, in which consent shall not be unreasonably withheld, and (b) Applicant may assign and transfer its rights under this Agreement to the Permitted Assign without prior written consent. "Permitted Assign" means the affiliated single purpose entity created for purposes of designing, constructing, owning, operating, and maintaining the project which is the subject of this Agreement. 14. Valid and Binding Agreement. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original as against any party whose signature appears thereon,and all of which shall together constitute one and the same instrument. By executing this Agreement, each person so executing affirms that he has been duly authorized to execute this Agreement on behalf of such party and that this Agreement constitutes a valid and binding obligation of the party. 15. Severability. The provisions of this Agreement and of each section or other subdivision herein are independent of and separable from each other,and no provision shall be affected or rendered invalid or unenforceable by virtue of the fact that for any reason any other or others of them may be invalid or unenforceable in whole or in part unless this Agreement is rendered totally unenforceable thereby. 16. No Personal Liability. No official, director, officer, employee, or agent of the City shall be charged personally by the Applicant, its employees, or its agents with any liabilities or expenses of defense or be held personally liable to the Applicant under any term or provision of this Agreement or because of the execution by such party of this Agreement or because of any default by such party hereunder. Remainder of page intentionally blank.] 4 IN WITNESS WHEREOF,the parties hereto have executed this Agreement as of the day and year first above written. Applicant" City" Herstoric Properties, LLC City of South Bend, Indiana By: . By: Charity Stowe Sharon McBride Herstoric Properties, LLC President, South Bend Common Council Approved as to Legal Adequacy and Form this By: day of 2023. Rachel Tomas Morgan Chairperson, Community Investment Counsel, South Bend Common Council Committee By: Erik Glavich Counsel for Applicant Department of Community Investment By: James Mueller Mayor 5 EXHIBIT A Abatement Schedule Subject to the adoption by the SBCC of a resolution confirming the adoption of Declaratory Resolution No. 5030-23, the property owner is qualified for and is granted a mixed-use development real property tax abatement for a period of six (6) years as shown by the schedule outlined below. Year 1 - 100% Year 2 - 90% Year 3 - 80% Year 4 - 70% Year 5 - 60% Year 6 - 50% Filed in Clerk's Office JUN 2. 12023 DAWN M.JONESCINCLERK,SOUTH BEND,IN 6 CITY OF SOUTH Bmi�ITed�:��e::iW DAWN-rvf"JONF; COMMUNITY INVESTMENT CITYCLERK,SOUTHBENO,IN June 21, 2023 Council Member Rachel Tomas Morgan Chairperson, Community Investment Committee South Bend Common Council 4th Floor, County-City Building South Bend, Indiana 46601 RE: Confirming Resolutions (2): Vacant Building Tax Abatement and Mixed-Use Development Real Property Tax Abatement for Herstoric Properties, LLC Dear Council Member Tomas Morgan: Please find the enclosed information pertaining to a tax abatement petition submitted by Herstoric Properties, LLC, an Indiana Limited Liability Company. This petition package includes: •Department of Community Investment's summary report •Letter from the petitioner providing an overview of the project •Petition for abatement •Statement of Benefits forms (SB-1 / VBD and SB-1 / Real Property) •Supporting information The report contains the Department's findings relative to the above-mentioned petition. The petitioner intends to renovate the Monarch Printing Building, a local historic landmark located at 516 S. Michigan Street in South Bend. The building has been vacant for over a decade. The total private investment to rehabilitate the building is $570,000. The project meets the qualifications for two abatements: a two-year (2) vacant building tax abatement and a six-year (6)mixed-use development real property tax abatement. A representative from Herstoric Properties, LLC, will be available to meet with the Committee on Monday, June 26, 2023. If you or any of the other Council members have questions concerning the report or need additional information, please feel free to call me at (574) 235-5838. Sincerely, � (afl�_/ Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 14005 County-City Building 227 W. Jefferson Blvd. South Bend, Indiana 46601 p 574.235.9371 www.southbendin.gov BILL NO. 23-38 Filed in Clerk's Office JUN 2 1 2023 BILL NO. 23-38 RESOLUTION NO. 5035-23 LAWN SO JONES CITY CLERK,SOUTH f3END IN A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 516 South Michigan Street, South Bend, IN 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A TWO-YEAR (2) VACANT BUILDING TAX ABATEMENT FOR Herstoric Properties, LLC WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as an Economic Revitalization Area for the purpose of tax abatement consideration; and WHEREAS, a Declaratory Resolution designated the area described as: Key Number: 71-08-12-307-003.000-026 Commonly Known As: 516 S. Michigan Street, South Bend, IN 46601 Legal Description: S 1/2 Lot 9 Martins Add be designated as an Economic Revitalization Area under the provisions of Indiana Code 6-1.1- 12.1 et seq., and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing before the Council has been published pursuant to Indiana Code 6-1.1-12.1-2.5; and WHEREAS, the Council held a public hearing for the purposes of hearing all remonstrances and objections from interested persons; and WHEREAS, the Council has determined that the qualifications for an economic revitalization area have been met. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby confirms its Declaratory Resolution designating the area described herein as an Economic Revitalization Area for the purposes of tax abatement. Such designation is for vacant building tax abatement only and shall expire on December 31, 2026. SECTION II. The Common Council hereby determines that the property owner is qualified for and is granted vacant building tax deduction for up to a period of two (2) years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17 and further determines that the petition, the Memorandum of Agreement between the Petitioner and the City of South Bend, and the Statement of Benefits comply with Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12 et seq. Year 1 - 100% Year 2 - 50% SECTION III. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2023, at o'clock .m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023,at o'clock m. James Mueller, Mayo S City of South Bend JUN 2 1 2023 DAWN M.JONES CITY CLERK,SOUTH BEND,IN Herstoric Properties, LLC 614 South Saint Joseph Street South Bend, IN 46601 JTJ E RSTO RI C 574) 300-8041 DEVELOPMENT charity.herdevelopment@gmail.com June 12, 2023 Honorable Council Members, Herstoric Properties is seeking a tax abatement for our mixed-use building located at 516 S. Michigan Street. We are seeking both the vacant building abatement for the building's current vacant status, and an abatement for the planned improvements that will be completed over the next few years. This project will result in over$500,000 of investment in the South Bend area, support job creation and economic growth through the establishment of versatile commercial spaces, and provide additional affordable residential rental units in a downtown neighborhood. This building is owned by Charity Stowe and Rachel Mospan, the co-owners of Herstoric Development. We are small developers, focused on investing in the Monroe Park neighborhood of South Bend. We have observed that often, development of neighborhoods is done without consideration for the existing community and resources already residing in the area. Old buildings are torn down, replaced with new construction, and residents are displaced for wealthier tenants or homeowners who can afford the freshly gentrified locale. This often leads to the destruction of existing community, culture, buildings, and land and does not provide long-term residents a chance to benefit from said improvements. We believe we can succeed with a different approach. In Monroe Park, our goal is to enhance the beauty and function of the neighborhood while honoring the history and preserving the culture that already exists. We do this by working with neighbors to identify needs and leveraging resources available in the community. In our businesses, we are committed to making a concerted effort to engage with minority and female entrepreneurs and small business owners for positions within our company and when assembling our support team of experts in accounting, legal, architecture, marketing, and so on. When it comes to our rentals, we seek to provide affordable spaces,facilities, and amenities attuned to the local community and their needs. This property, known as the Monarch Printing Co. building, is designated as a local historic landmark in South Bend. While it is in need of repair, it remains an excellent example of Neo- Classical style with many original features intact. The building plays an important role in an area that is significant as one of South Bend's only remaining commercial districts from the period of 1911-1930. We plan to restore the building, maintain its historic characteristics and charm, while adapting the use of the building to meet the needs of the surrounding community. This building will be our flagship commercial space for our model of development that centers people and places in the neighborhood where we live and work. As entrepreneurs and a start-up business, we appreciate the programs and support available from the City of South Bend and its partners, as we seek to improve this building and others in Monroe Park, thereby making a significant contribution to the revitalization of downtown neighborhoods.The tax abatement will alleviate short-term expenses as we fulfill our vision and lay the groundwork for our long-term goals. We ask that you support our petition for abatement, and greatly appreciate your consideration. Warm regards, fti i Rilgi 4 / Charity Stowe and Rachel Mospan CO-OWN ERS TAX ABATEMENT REPORT TO: South Bend Common Council FROM: Erik Glavich, Director, Growth and Opportunity SUBJECT: Vacant Building Tax Abatement and Mixed-Use Development Real Property Tax Abatement for Herstoric Properties, LLC DATE: June 7, 2023 On June 5, 2023, a petition for tax abatement from Herstoric Properties, LLC, was filed with the Office of the City Clerk. The petition seeks consideration for(1) a vacant building abatement and (2)a mixed-use development real property tax abatement for the historic Monarch Printing Building located at 516 S. Michigan Street in South Bend. Pursuant to Chapter 2, Article 6, Section 2-84.9 of the Municipal Code of the City of South Bend, the 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 Indiana Code 6 1.1-12.1 and all zoning requirements have been met. The Department of Community Investment has reviewed the, investigated the area, and makes the following report. Project Summary The developer, Herstoric Properties, LLC, plans to rehabilitate the abandoned Monarch Printing Building on South Michigan Street south of Monroe Street. Built in 1921, the building has been vacant for at least a decade. Herstoric Properties, LLC, purchased the property earlier this year. The building was declared a City of South Bend Local Landmark in 1995 by the Common Council (Ordinance No. 8630-95). The renovation project will be conducted in two phases: o Phase 1 will be to renovate and activate the first floor commercial spaces. When leasing the space, Herstoric Properties, LLC, will focus on local, small businesses that employ and/or serve the neighbors of Monroe Park. o Phase 2 will involve renovating and leasing the second floor as residential apartments. The petitioner plans to offer affordable rental rates to all tenants— commercial and residential—as their mission is to keep barriers low for tenants and businesses to participate and thrive in the community and economy. Total private investment for the project is $570,000. Employment Impact Herstoric Properties, LLC, plans to hire 2 full-time employees with an estimated total annual payroll of$140,000. The company hopes to hire a third full-time employee by the end of 2024. Once the renovation is completed and the entire space is active, the petitioner estimates that businesses located in the renovated spaces could hire 30 to 40 new employees. Tax Estimates Vacant Building Tax Abatement: The petitioner qualifies for a two-year(2)vacant building tax abatement. Current estimated annual taxes: $1,448 Estimated taxes being abated during the abatement period: $1,416 Estimated total taxes to be paid during the abatement period: $1,481 Mixed-Use Development Real Property Tax Abatement: The petitioner qualifies for a six-year 6) mixed-use development real property tax abatement. Current estimated annual taxes: $1,448 Estimated annual taxes after the project's completion: $14,047 Total estimated taxes during the six-year(6) abatement period: $84,282 o Estimated taxes being abated during the abatement period: $42,900 o Estimated total taxes to be paid during the abatement period: $41,382 Abatement Qualification 1. A review of the tax abatements previously granted finds that the petitioner has not been granted or is associated with a previous abatement. 2. The property is properly zoned for the proposed project. 3. Taxes on the property have been paid in full. 4. A review of the South Bend Redevelopment designation areas finds that the property is in the River West Development Area. 2 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for the following: Two-year(2) vacant building tax abatement under Division 9 (Miscellaneous Real Property Tax Abatement), Section 2-84 (Council's Authority to Enlarge Real Property Tax Abatement General Standards). Six-year(6) mixed use development real property tax abatement under Division 5 Mixed Use Development Real Property Tax Abatement). 3 2-Year Abatement June 5, 2023 Herstoric Properties LLC South Bend Portage Township Vacant Building Tax Abatement Schedule * Property Address: 516 S. Michigan Street Tax Key Number: 71-08-12-307-003.000-026 Current Year 1 Year 2 Assessed Value(AV) Land 6,100 $ 6,100 $ 6,100 Structure 36,500 36,500 36,500 Gross Assessed Value 42,600 42,600 42,600 Abatement(100%of Structure) 100% 50% Abatement Deduction 36,500) (18,250) Net Assessed Value 42,600 6,100 24,350 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net AV) 2,253 323 1,288 Local Tax Credit(8.7112%of GT-DS) 181) 26) 104) Circuit Breaker Credit 624) Taxes Due 1,448 $297 $ 1,184 3% 3% 3% Circuit Breaker Cap 1,278 1,278 1,278 Debt Service (0.3997%of Net AV) 170 24 97 Max Tax Under the Cap 1,448 1,302 1,375 Year Taxes Due Taxes Abated Net Taxes Paid 1 1,448 $ (1,152) $297 2 1,448 264) 1,184 Total: 2,897 1,416) 1,481 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023. The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. Department of Community Investment r City of South Bend 6-Year Abatement June 5,2023 Herstoric Properties LLC South Bend Portage Township Commerical Development Real Property Tax Abatement Schedule Type of Property: Mixed Use Estimated Project Cost $ 375,000 Rehabilitation Property Address: 516 S.Michigan Street Tax Key Number: 71-08-12-307-003,000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Assessed Value(AV) Land 6,100 $ 6,100 $ 6,100 $ 6,100 $ 6,100 $ 6,100 $ 6,100 $ 6,100 Structure(AV=80%Project Cost) 36,500 336,500 336,500 336,500 336,500 336,500 336,500 336,500 Gross Assessed Value 42,600 342,600 342,600 342,600 342,600 342,600 342,600 342,600 Abatement 100% 90% 80% 70% 60% 50% Abatement Deduction 300,000) (270,000) (240,000) (210,000) (180,000) (150,000) Net Assessed Value 42,600 342,600 42,600 72,600 102,600 132,600 162,600 192,600 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net AV) 2,253 18,123 2,253 3,840 5,427 7,014 8,601 10,188 Local Tax Credit(8.7112%of GT-DS) 181)1,459) 181) 309) 437) 565) 693) 820) Circuit Breaker Credit 624)5,016) Taxes Due 1,448 $ 11,647 $ 2,072 $ 3,531 $ 4,990 $ 6,449 $ 7,908 $ 9,368 3% 3% 3% 3% 3% 3% 3% 3% Circuit Breaker Cap 1,278 10,278 10,278 10,278 10,278 10,278 10,278 10,278 Debt Service(0.3997%of Net AV)170 1,369 170 290 410 530 650 770 Max Tax Under the Cap 1,448 11,647 10,448 10,568 10,688 10,808 10,928 11,048 Combined Year Abatement Current Taxes New Net Taxes Current& Taxes Abated Due Projected Tax Paid New Taxes 1 100% $ 1,448 $ 10,199 $ 11,647 $ (9,575) $ 2,072 2 90% 1,448 10,199 11,647 8,116)3,531 3 80% 1,448 10,199 11,647 6,657)4,990 4 70% 1,448 10,199 11,647 5,198)6,449 5 60% 1,448 10,199 11,647 3,739)7,908 6 50% 1,448 10,199 11,647 2,280)9,368 Total: 8,690 61,195 69,884 (35,566) 34,318 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023. s'n Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. City of South Bend 6-Year Abatement June 5,2023 Herstoric Properties LLC South Bend Portage Township Residential Real Property Tax Abatement Schedule Type of Dwelling: Multi-Family Residence 6 units- Estimated Project Cost: $ 125,000 Rehabilitation Property Address: 516 S.Michigan Street Tax Key Number: 71-08-12-307-003,000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Assessed Value(AV) Land Structure(Current AV+80%Project Cost) 100,000 100,000 100,000 100,000 100,000 100,000 100,000 Gross Assessed Value 100,000 100,000 100,000 100,000 100,000 100,000 100,000 Abatement 100% 90% 80% 70% 60% 50% Abatement Deduction 100,000) (90,000) (80,000) (70,000) (60,000) (50,000) Net Assessed Value 100,000 10,000 20,000 30,000 40,000 50,000 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net AV) 5,290 529 1,058 1,587 2,116 2,645 Local Tax Credit(8.7112%of GT-DS)426) 43) 85) 128) 170) 213) Circuit Breaker Credit 2,464) 232) Taxes Due 2,400 $486 $ 973 $ 1,459 $ 1,945 $ 2,200 3% 2% 2% 2% 2% 2% 2% 2% Circuit Breaker Cap 2,000 2,000 2,000 2,000 2,000 2,000 2,000 Debt Service(0.3997%of Net AV) 400 40 80 120 160 200 Max Tax Under the Cap 2,400 2,000 2,040 2,080 2,120 2,160 2,200 Combined Year Abatement Current Taxes New Net Taxes Current& Taxes Abated Due Projected Tax Paid New Taxes 1 100% $2,400 $ 2,400 $ (2,400) $ 2 90% 2,400 2,400 1,913) 486 3 80% 2,400 2,400 1,427) 973 4 70% 2,400 2,400 941)1,459 5 60% 2,400 2,400 454)1,945 6 50% 2,400 2,400 200)2,200 Total: 14,398 14,398 7,335)7,064 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023. Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then-current tax rates. City of South Bend City of South Bend Instructions:Complete pages 1-3 AND the proper Form SB-1 for Petition for Incentives the type ofabatement(r Un property or personal pro I F!ed rn.Cferk,.g OfficePetitionmustIncludea$250 filing fee payable to the City Clerk's Office for which you are applying. before processing can be complete General Information Project Name Monarch Printing Co Project Nunjer JUk) n 5 90Lf2'Legal name as registered with tl Secretary of State Herstoric Properties, LLC Business structure LAWN IA.JUNESDomesticLimitedLiabilityCompanyrtrvrlPRK,SOUTH BEND,IN Company website https://www.instagram.com/herstoricdevelopment/ Proposed Project Information Proposed project address 516 South Michigan St Parent company name Herstoric Properties, LLC City,State,Zip South Bend, IN 46601 Legal owner Herstoric Properties, LLC Site acreage or acreage required Is the real estate owned0.12 or leased? Owned Square feet of facility 8,900 If leased,by whom? Primary Contact Information Primary company contact name Charity Stowe Title Address of company contact Phone614SouthSaintJosephStreet 574) 300-8041 City,State,Zip South Bend, IN 46601 Email charity.herdevelopment@gmail.com Senior Official Information Company senior official name Rachel Mospan Title Address of company contact Phone if different from above) 15555 Hunting Ridge Trail 312) 590-0062 City,State,Zip Granger, IN 46530 Email rachelmospan@gmail.com Consultant Information/Agent Hired business consultant/agent name Consultant release?(Y/N) Address Local economic development partners approval?lY/N) City,State,Zip Email Project Overview Brief description of your Herstoric Properties is the property owner for Herstoric Development,an incremental development company focused on thecompany,project,and why the Monroe Park neighborhood of South Bend.We are enhancing the beauty and function of the neighborhood while honoring the property is necessary for history and preserving the culture that already exists. economic growth The Monarch Printing Co building is designated as a local historic landmark.While it has been damaged by neglect,time and the elements and is in need of repair,it remains an excellent example of Neo-Classical style detailed commercial construction with many original features remaining intact. We plan to restore the building,maintaining historic characteristics and charm,while adapting the use of the building to meet the needs of the surrounding community Phase 1 will be to renovate and activate the first floor commercial spaces.When leasing the space,we will focus on local,small businesses that employ and/or serve the neighbors of Monroe Park.This is one of the few commercial buildings close to the neighborhood,so it will fill a need for beautiful and accessible commercial space,allowing these small businesses;c put down roots,grow and flourish Phase 2 will involve renovating and leasing the second floor as residential apartments.We plan to offer affordable rental rates to all tenants,commercial and residential,as our mission is to keep barriers low for tenants and businesses to participate and thrive in the community and economy Certified Technology Park appropriate N/A Is the project in a Tax Incremental Financing TIF)area? If so,which? River West Have Building Permits been Issued?IY/N) Number of residential units created by Note•Noteligible for abatement ifYes) N protect 6 (in Phase 2) If this is a petition for personal property tax abatement,has the equipment been installed? N/A Investment Details Public Infrastructure needs Has any 504 funding been What Is the value of any equipment being purchased in What is the value of any equipment being Off-site of project In dollars) received? Indiana for the project? purchased from out of state for the project? N/A No N/A N/A New Project Investments Calendar Year 2022 2023 2024 2025 2026 2027 2028 2029 Land Acquisition Building Lease Payments Building Purchase Costs 55.000 00 New Building Construction Existing Building Improvements 50,000 00 S 250.000 00 $200,000 New Machinery&Equipment Special Tooling/Retooling New Furniture/Fixtures 10,000 00 $20.000 00 $40,000 00 New Computer/IT Hardware New Software On.sde Rail Infrastructure Omsitr Fiber Infrastructure TOTAL 0.00 $115,000 00 $270,000.00 $240,000.00 $0.00 $0.00 $0.00 $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year lobs retained Hourly Cumulative a of net NEW full time Hourly average wage,w/o Total training Total it to be wage aver.swe permanent jobs created at project benefits or bonuses,of expenditure- trained-not o benefits or cumulative net new jobs not cumulative bonuses cumulative 2023 2 35.00 0 0 2024 3 35.00 S 1,000 1 2025 10 25.00 2026 30 20.00 2027 40 S 20.00 2028 40 S 21.00 2029 40 22.00 2030 40 23.00 2031 40 5 24.00 2032 40 S 25.00 2033 40 26.00 2034 40 5 27.00 Provide hourly wage information for new employees in the following positions. Full time Part time Laborers 20.00 15.00 Technical 30.00 35 00 Managerial 50.00 Administrative 20.00 15.00 Who will be the individual responsible for coordinating with WorkOne on recruiting? Does your company have an EEO hiring policy? Yes Are you an EEO employer?Yes Please list the number of full time and part time minority and/or female Please describe your commitment to employees for the following years: diversity and inclusion by detailing your Year outreach and recruitment efforts for the last 2023 20.E 2 2021 three years as well as current policies. Full Time Part Time Full Time Part Time Full Time Part Time Black We are seeking out female Hispanic entrepreneurs and business Aslan owners in all positions both within our company,with subcontractors, Indian and when assembling our support Female team of experts in accounting, 2 2 legal,architecture,marketing,and Other so on. Complete below for Real or Personal Property Tax Abatement only. Please sign for all requested incentives. Public Benefit Item: Information is required on both the construction companies and the companies which will provide materials purchased for this project. Please complete the table below with the appropriate information. If qualify Earned Points Available Points Yes or No) you qualify for the points,please enter the full amount of available points. 1 Construction Related(Contractors). A. Employ Local Companies(75%) Y 20 20 B. Purchase Materials from Local Companies(75%)Y 20 20 C. Require Employees vs.Independent Contractors N 0 19 D. Require Prevailing Wage N 0 22 E. Require Health Benefits N 0 22 F. Require Retirement Benefits N 0 18 G. Maintain Affirmative Action Plan N 0 20 Sub-total Construction Related: 40 141 2 Wage&Benefit Related(Owned: A. Pay Target Wage Levels Y 33 33 B. Provide Health Benefits N 0 34 C. Provide Retirement Benefits N 0 29 D. Provide Training Y 28 28 E. Provide Child Care N 0 15 F Provide Transportation Assistance N 0 14 G. Provide Employer Assisted Housing program N 0 9 Sub-total Wage&Benefit Related: 61 162 3 Workforce Related- A. Create New Jobs Y 42 42 B. Retain Existing Jobs Y 41 41 C. Maintain Affirmative Action Plan Y 35 35 D. Provide Targeted Hiring Preference Y 34 34 Sub-total Workforce Related: 152 152 4 Support a Municipal Facility: Support a SB Municipal Facility(donations to the A. zoo,conservatory,museum,etc.) Y 84 84 Name of Facility Sub-total Municipal Facility: e4 84 Sub-total from Above: 337 539 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.,6-1.1-12.1-1,et seq.,and South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above. Submitted By: n,Vlr; '1 ,;,,l , ,:{,j,J Date: 6/1/2023 For Staff Use Only Below This Line Ca'7d : 61 /00 What is the current assessed value? Real Property: mi.. 3 6,.7.0 0 Personal Property: What Is the projected assessed value? Real Property: Personal Property: What is the tax key number for this project? 7! - D 8' -/L - 3o 7 - 003 , o o v What is the six digit NAICS code? N/4 Please attach a Google map and street view of the location. lease list the amount of real and personal property taxes Real Property Taxes: Personal Property Taxes: paid for the last five years when applicable. Year One 7.ak u/ +oxL II/4/ bp, q Year Two / LL/ /3 8" 7. 3 7 Year Three zoz, 1 3 1' 7. o g Year Four Z O// i L Z't .00 Year Five r.O/l AJ/4 Please fill out the following Public Benefit Summary Information and add to total from above- Y or N) Points Poin Public Benefit Item: Proiect Related' 5 A. Redevelop a Site that has Special Needs y nH1 49 B. Develop Based on Local University Research NJ 35 C. Achieve a Physical Element of a Plan N.) 3(0 36 Sub-total Project Related: 6.4; 120 6 Super Size ProLects_jpoint values are cumulative): A. 100%to 199% 15 25 B. 200%to 299% j1/I 68 C. 300%to 399% N 65 D. 400%and Over N 52 Sub-total Super Size Projects: 2.5 210 7 Pay for Municipal Infrastructure: A. Pay for Oversizing or Upgrading 1V I 14 B. Pay for 26-50%of Extension Cost N 26 C. Pay for 51-75%of Extension Cost N 1 39 D. Pay for 76-100%of Extension Cost N 52 Sub-total Infrastructure Related: 131 Total from Applicant Section: 337 539 Total from Staff Section: 461 Total Public Benefit Points: 111. 7 1000 4. STATEMENT OF BENEFITS 2023 PAY 2024 i4 ; VACANT BUILDING DEDUCTION State Form 55182(R2l 1-21) FORM SB-1/VBD 1 w,Prescribed by the Department of Local Government Finance PRIVACY NOTICE This statement is being completed for real property that qualifies as an"eligible vacant building"as defined by The cost and any specific individual's iC 6-1.1-12.1-1(17). salary information is confidential;the balance of the filing is public record per IC 6-1.1-12.1-5.1 (c)and(d). INSTRUCTIONS: 1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise,this statement must be submitted to the designating body BEFORE the occupation of the eligible vacant building for which the person wishes to claim a deduction. 2. To obtain a vacant building deduction,a Form 322/VBD must be filed with the county auditor before May 10 in the year in which the property owner or his tenant occupies the vacant building or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. If the property owner misses the May 10 deadline in the initial year of occupation,he can apply between January 1 and May 10 of a subsequent year. 3 A property owner who files the Form 322/VBD must provide the county auditor and the designating body with a Form CF-1/1180 to show compliance with the approved Form SB-1/VBD The Form CF-1NBD must also be updated each year in which the deduction is applicable. SECTION 1 TAXPAYER INFORMATION Narie of taxpayer Herstoric Properties, LLC Address of taxpayer Number and Strert: 614 South Saint Joseph Street City: South Bend Stat: IN ».p: 46601 Name of contact person Telephone number E-mail address IM-4 Nime Charity T.,V.inv. Stowe 574) 300-8041 charity,herdevelopmiint@gmail.com SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number Common Council of the City of South Bend Location of property County DLGF taxing district number Numberandsnret. 516 S.Michigan St. city, South Sia(,. IN gym:46601 St. Joseph 026(South Bend-Portage) Description of eligible vacant building that the property owner or tenant will occupy(use additional sheets if necessary) Estimated occupancy date(month,day,year) The Monarch Printing Co. building is designated as a local historic landmark. It has been damaged 11/1/2023 by neglect, time and the elements and is in need of repair.The building is vacant until initial Estimated date placed-in-use(month,day.year) renovations can be completed. 11/1/2023 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS A RESULT OF PROPOSED PROJECT Current Number 0 Salaries Number Retained 0 Saltines Number Additional 3 Salaries $ 210,000 SECTION ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 0 36,500 Plus estimated values of proposed project 500,000 400,000 Less values of any property being replaced o 0 Net estimated values upon completion of protect 500.000 436,500 SECTION 5 EFFORTS TO SELL OR LEASE VACANT BUILDING Described efforts oy the owner or previous owner to sell lease or rent the building dJr:ng period or vacancy Took ownership in January 2023. Because renovations are needed, efforts to sell, lease, or rent the building thus far have been challenging. Show amount for which the building was offered for sale,lease,or rent during period of vacancy N/A List any other benefits resulting from the occupancy of the eligible vacant building, Once this building is occupied it will contribute beauty and commerce to the street and the district. SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative (t Title Date signed(month.day year) 114.ylct ft)tL JI Co-owners 6/2/2023 Page 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1,provides for the following limitations: A. The designated area has been limited to a period of time not to exceed N/A calendar years'(see below). The date this designation expires is 12/31/2026 NOTE:This question addresses whether the resolution contains an expiration date for the designated area. B. The amount of the deduction applicable is limited to$ N/A C. Other limitations or conditions(specify) N/A D. Number of years allowed: 0 Year 1 ® Year 2 Year 3 0 Year 4 0 Year 5('see below) 0 Year 6 0 Year 7 E Year 8 Year 9 0 Year 10 E. Fora statement of benefits approved after June 30,2013,did the designating body adopt an abatement schedule per IC 6-1.1-12.1-17? Yes No If yes,attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year) Printed name of authorized member of designating body Name of designating body Attested by(signature and title of attester)Printed name of attester If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17. IC 6-1.1-12.1-1 17) "Eligible vacant building"means a building that: A)is zoned for commercial or industrial purposes;and B)is unoccupied for at least one(1)year before the owner of the building or a tenant of the owner occupies the building,as evidenced by a valid certificate of occupancy,paid utility receipts,executed lease agreements,or any other evidence of occupation that the department of local government finance requires. IC 6-1.1-12.1-17 Abatement schedules Sec.17. (a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created. 3) The average wage of the new employees compared to the state minimum wage. 4) The infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits. Filed in Clerk's Office DAWN M:JONES CITY CLERK,SOUTH BEND,IN Page 2 of 2 A"`t4. 4. STATEMENT OF BENEFITS It" \ 20 23 PAY 20 24 REAL ESTATE IMPROVEMENTS jState Form 51767(R7/1-21) FORM SB-1 I Real Property Prescribed by the Department of Local Government Finance• PRIVACY NOTICE This statement is being completed for real property that qualifies under the following Indiana Code(check one box): Any information concerning the cost I] Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of the property and specific salaries paid to individual employees by the Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per IC 6-1.1-12.1-5,1, INSTRUCTIONS: 1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise, this statement must be submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction. 2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of the redevelopment or rehabilitation for which the person desires to claim a deduction. 3. To obtain a deduction,a Form 322/RE must be filed with the county auditor before May 10 in the year in which the addition to assessed valuation is made or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. A property owner who failed to file a deduction application within the prescribed deadline may file an application between January 1 and May 10 of a subsequent year. 4. A property owner who files for the deduction must provide the county auditor and designating body with a Form CF-1/Real Property. The Form CF-1/Real Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction is applicable. IC 6-1.1-12.1-5.1(b) 5. For a Form SB-1/Real Property that is approved after June 30, 2013, the designating body is required to establish an abatement schedule for each deduction allowed. For a Form SB-1/Real Property that is approved prior to July 1, 2013, the abatement schedule approved by the designating body remains in effect. IC 6-1.1-12 1-17 SECTION 1 TAXPAYER INFORMATION Name of taxpayer Herstori•c Properties, LLC Address of taxpayer Number and Street: 614 South Saint Joseph Street cil,,. South Bend State: IN ZIP: 46601 Name of contact person Telephone numberE-mail address Fit,t Name Charity t Stowe 574) 300-8041 I charily hertlovelopment@gmail.com SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating oody Resolution number Common Council of the City of South Bend Location of property County DLGF taxing district number Number and Street; 516 S. Michigan St. city. South BendS1 tc. IN zip, 46601 St. Joseph 026(South Bend-Portage) Description of real property improvements,redevelopment,or rehabilitation(use additional sheets if necessary) Estimated start date(month.day,year) Phase 1 will be to renovate and activate the first floor commercial spaces. Phase 2 will involve renovating and leasing the second floor as residential apartments. Estimated completion date(month,day year) SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT CurrentNumberSalaries$ O Number Retained O Salaries $ 0 Number Additional Salaries$ 210,000 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values o 36,500 Plus estimated values of proposed project 500,000 400,000 Less values of any property being replaced 0 0 Net estimated values upon completion of project 500.000 436,500 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) 0 Estimated hazardous waste converted(pounds) 0 Other benefits Once this building is occupied it will contribute beauty and commerce to the street and the district. SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative , ` 11Date signed(month,day year) t ()if(i1, 111tie(': .vL. f 6/2/2023 Printed name of authorized representative Title Rachel Mospan and Charity Stowe Co-owners Page 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1,provides for the following limitations: A. The designated area has been limited to a period of time not to exceed N/A calendar years'(see below). The date this designation expires is 12/31/2026 . NOTE:This question addresses whether the resolution contains an expiration date for the designated area. B. The type of deduction that is allowed in the designated area is limited to: 1.Redevelopment or rehabilitation of real estate improvements Yes No 2.Residentially distressed areas Yes ®No C. The amount of the deduction applicable is limited to$ N/A D. Other limitations or conditions(specify) N/A E. Number of years allowed: Year 1 0 Year 2 Year 3 Year 4 Year 5 (*see below) Year 6 Year 7 Year 8 Year 9 Year 10 F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? Yes No If yes,attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved(signature and title of authorized member of designating body) Telephone nuInber Date signed(month.day,year) Printed name of authorized member of designating body Name of designating body Attested by(signature and title of attester) Printed name of attester If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 5-1.1-12.1-17. A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1,2013,the deductions established in IC 6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. For a Form SB-1/Real Property that is approved after June 30, 2013,the designating body is required to establish an abatement schedule for each deduction allowed. Except as provided in IC 6-1.1-12.1-18,the deduction period may not exceed ten(10)years. (See IC 6-1.1-12.1-17 below.) B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1,2013,the abatement schedule approved by the designating body remains in effect.For a Form SB-1/Real Property that is approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.) IC 6-1.1-12.1-17 Abatement schedules Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created. 3) The average wage of the new employees compared to the state minimum wage. 4) The infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits. Page 2 of 2 Aerial and Street Views II I 1 lania T le :,' Hi.--, ---...--.- Fes' ps ilp LL.:::::1 . 7. 110 e t t -N. rs Oi L I i 4.,,. .:,,„",),..,, ,,...zr 0.,,,,._,,,,,: ,,, '--1,4 :;-7,1! s 1 ,,,,.. : . J1 r 1'.1 t t T,' _ il loft t=ir yp, ... r • iv1 a IYo i e r, . alliMmommoommummummommumm mop .411 111111111111 lilt Filiii 11111 pli V Ale0 S ue6!g3! J .S wolf}sea 6up{ooi Mein Street View from 2019 11 ell-11! I 1111 w 71 p 4tE % 1 L err r r.. 1" E k I ei. 1Y1 Y5Y N II Si,° 441 411110- MIN MI 11.1111 111r.”..li1111111 011111 I I.* ni__,..._, ________.,.. 1',„ s:'-11111i ' 1 ,1.1 ill i 1 40. s..... • 02214444, i . PS14*-- ij 4 n;r1 ales..•'. '''' .,1 44 it,-,:i.,,,A.:.-t,,,•,t..,,,,___. , sHun leguemseu — sBuiJapuati loaro.id F i S a 4 i 1, 3 r"" Nillii SO all 1al I S 1111SI111 11 ill 1 wil' fy Ij d i 6; Y F7, h.. Filed in Clerk's Office JUN 2 12023 DAWN t1/44.JONES CITY CLERK,SOUTH BEND,IN MEMORANDUM OF AGREEMENT VACANT BUILDING TAX ABATEMENT) This Memorandum of Agreement (Agreement) dated as of June 13, 2023, serves as confirmation of a commitment by Herstoric Properties, LLC (the "Applicant"), pending a June 26, 2023,public hearing,to comply with the project description,job creation and retention(and associated wage rates and salaries) figures contained in its petition, Statement of Benefits, and attachments and this Agreement. 1. Property Associated with the Abatement and Responsibilities of the Applicant. At the time of this Agreement,the property is located at 516 South Michigan Street, South Bend, IN 46601,and has Key Number 71-08-12-307-003.000-026. Throughout the duration of the abatement, the Applicant shall promptly report any changes in the address or Key Number of the property receiving the abatement to the Department of Community Investment and to the Office of the City Clerk. Moreover, the Applicant also shall report any material changes or improvements made to the property subject to the abatement including changes as the result of subdividing, replatting, or otherwise. The Applicant agrees that failure to promptly report changes can result in a finding of noncompliance on behalf of the Applicant under the commitments of this Agreement. 2. Commitments of City and Applicant. Subject to the adoption of a Declaratory Resolution and a Confirmatory Resolution by the South Bend Common Council(the"SBCC"),the City of South Bend, Indiana, (the "City") commits to provide a two-year (2) vacant building tax abatement for the Applicant, based on the Applicant's commitment set forth in its Application. The Applicant commits to the following(the"Commitments"): a)making total combined real property expenditures of no less than Five Hundred Thousand dollars ($500,000.00) for the renovation of real property at a parcel identified in Section 1 of this Agreement; b) creating approximately two (2) permanent full-time jobs with a total estimated annual payroll of One Hundred Forty Thousand dollars($140,000.00); and c) acting in good faith to complete the project as described in its Application. 3. Applicant's Compliance with City and State Laws. During the term of the abatement, the Applicant shall comply with Chapter 2, Article 6, of the South Bend Municipal Code, entitled "Tax Abatement Procedures," and all governing provisions of the Indiana Code. During the term of this abatement,the City may annually request information from the Applicant concerning the nature of the Project, the approved capital expenditure of the Project, the number of full-time permanent positions newly created by the Project,and the average wage rates and salaries(excluding benefits&overtime) associated with the positions, and the Applicant shall provide the City with adequate written evidence thereof within fifteen (15) days of such request (the "Annual Survey"). The City shall utilize this information and the information required to be filed by the Applicant in the CF-1 Compliance with the Statement of Benefits form to verify that the Applicant has at all times complied with the Commitments after the Commitment Date and during the duration of the abatement and for no other purpose. The 1 Applicant further agrees to provide the City with such additional information as requested by the City to determine Applicant's compliance with the Commitments and with local and state requirements within twenty(20)days following any such request. Notwithstanding anything herein to the contrary, the Applicant acknowledges that the City may be required to disclose certain documents provided by the Applicant as required by a court order or applicable law. 4. Substantial Compliance and Rights of Termination. The City, by and through the SBCC, reserves the right to terminate the Economic Revitalization Area designation and associated property tax abatement deductions if it reasonably determines that the Applicant has not made reasonable efforts to substantially comply with all the Commitments, as defined in Section 2 of this Agreement, and the Applicant's failure to substantially comply with the Commitments was not due to factors beyond its reasonable control,as described in Section 5 below. 5. Factors Beyond Control. As used in this Agreement, factors beyond the control of the Applicant shall only include factors not reasonably foreseeable at the time of designation application and submission of Statement of Benefits which are not caused by any act or omission of the Applicant, and which materially and adversely affect the ability of the Applicant to substantially comply with this Agreement.Applicant has the burden to communicate to the City any such factors in which it believes is beyond its control and impacting its ability to fulfill the terms of this Agreement or any tax abatement benefit provided to the City. The City reserves the right to investigate the factors cited by Applicant under this Section 5 to the fullest extent possible and may deny Applicant's request upon the completion of the City's investigation. 6. Repayment of Tax Abatement Savings. If at any time during the term of this Agreement the Applicant shall: (a)be delinquent or in default with respect to any tax payment in St. Joseph County, Indiana;or(b)cease operations at the facility for which the tax abatement was granted;or(c)announce the cessation of operations at such facility, then the City may immediately terminate the Economic Revitalization Area designation and associated tax abatement deductions, and upon such termination, require Applicant to repay all of the tax abatement savings received through the date of such termination. 7. Notice/Hearing of Termination. In the event that the City determines that the Economic Revitalization Area designation and associated tax abatement deductions should be terminated or that all or a portion of the tax abatement savings should be repaid,it will give the Applicant notice of such determination,including a written statement calculating the amount due from the Applicant, and will provide the Applicant with an opportunity to meet with the City's designated representatives to show cause why the abatement should not be terminated and/or the tax savings repaid. Such notice shall state the names of the person with whom the Applicant may meet and will provide that the Applicant shall have thirty (30) days from the date of such notice to arrange such meeting and to provide its evidence concerning why the abatement termination and/or tax savings repayment should not occur. If,after giving such notice and receiving such evidence,if any,the City determines that the abatement termination and/or the tax repayment action is proper, the Applicant shall be provided with written notice and a hearing before the SBCC before any final action shall be taken terminating the abatement and/or requiring repayment of tax benefits. The Applicant shall be entitled to appeal that determination to a St. Joseph County Superior or Circuit Court. 2 8. Repayment. In the event the City requires repayment of the tax abatement savings as provided hereunder, it shall provide Applicant with a written statement calculating the amount due (the Statement"), and Applicant shall make such repayment to the City within one hundred twenty(120) days of the date of the Statement. If the Applicant does not make timely repayment,the City shall be entitled to all reasonable costs and attorneys' fees incurred in the enforcement of this Agreement and the collection of the tax abatement savings required to be repaid hereunder. 9. Modification/Entire Agreement. This Agreement and the schedules attached hereto as Exhibit A contain the entire understanding between the City and the Applicant with respect to the subject matter hereof, and supersede all prior and contemporaneous agreements and understandings, inducements, and conditions, expressed or implied, oral, or written, except as herein contained. This Agreement may not be modified or amended other than by an agreement in writing signed by the City and the Applicant. The Applicant understands that any and all filings required to be made or actions required to be taken to initiate or maintain the abatement are solely the responsibility of the Applicant. 10. Waivers. Neither the failure nor any delay on the part of the City to exercise any right,remedy, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial exercise of any right,remedy,power, or privilege preclude any other or further exercise of the same or of any other right,remedy,power,or privilege with respect to any occurrence or be construed as a waiver of such right,remedy,power,or privilege with respect to any other occurrence. No waiver shall be effective unless it is in writing and is signed by the party asserted to have granted such waiver. 11. Governing Laws of Indiana. This Agreement and all questions relating to its validity, interpretation,performance,and enforcement shall be governed by the laws and decisions of the courts of the State of Indiana. 12. Applicant's Consent to Jurisdiction. The Applicant hereby irrevocably consents to the jurisdiction of the Courts of the State of Indiana and of the St.Joseph County Circuit or Superior Court in connection with any action or proceeding arising out of or relating to this Agreement or any documents or instrument delivered with respect to any of the obligations hereunder, and any action related to this Agreement shall be brought in such County and in such Court. 12. Notices. All notices, requests, demands, and other communications required or permitted under this Agreement shall be in writing and shall be deemed to have been received when delivered by hand or by facsimile (with confirmation by registered or certified mail) or on the third business day following the mailing,by registered or certified mail,postage prepaid,return receipt requested,thereof, addressed as set forth below: If to Applicant: Herstoric Properties, LLC 614 S. Saint Joseph Street South Bend, Indiana 46601 Attn: Charity Stowe 3 If to the City:City of South Bend, Indiana 227 W. Jefferson Boulevard, Suite 1400S South Bend, Indiana 46601 Attn: Executive Director of Community Investment 13. Assignment and Transfer Prohibited. This Agreement shall be binding upon and inure to the benefit of the City and the Applicant and their successors and assigns, except (a) that no party may assign or transfer its rights or obligations under this Agreement without the prior written consent of the other party hereto, in which consent shall not be unreasonably withheld, and (b) Applicant may assign and transfer its rights under this Agreement to the Permitted Assign without prior written consent. "Permitted Assign" means the affiliated single purpose entity created for purposes of designing, constructing, owning, operating, and maintaining the project which is the subject of this Agreement. 14. Valid and Binding Agreement. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original as against any party whose signature appears thereon,and all of which shall together constitute one and the same instrument. By executing this Agreement, each person so executing affirms that he has been duly authorized to execute this Agreement on behalf of such party and that this Agreement constitutes a valid and binding obligation of the party. 15. Severability. The provisions of this Agreement and of each section or other subdivision herein are independent of and separable from each other,and no provision shall be affected or rendered invalid or unenforceable by virtue of the fact that for any reason any other or others of them may be invalid or unenforceable in whole or in part unless this Agreement is rendered totally unenforceable thereby. 16. No Personal Liability. No official, director, officer, employee, or agent of the City shall be charged personally by the Applicant, its employees, or its agents with any liabilities or expenses of defense or be held personally liable to the Applicant under any term or provision of this Agreement or because of the execution by such party of this Agreement or because of any default by such party hereunder. Remainder of page intentionally blank.] 4 IN WITNESS WHEREOF,the parties hereto have executed this Agreement as of the day and year first above written. Applicant" City" Herstoric Properties, LLC City of South Bend, Indiana By: By: Charity Stowe Sharon McBride Herstoric Properties, LLC President, South Bend Common Council Approved as to Legal Adequacy and Form this By: day of 2023. Rachel Tomas Morgan Chairperson,Community Investment Counsel, South Bend Common Council Committee By: Erik Glavich Counsel for Applicant Department of Community Investment By: James Mueller Mayor 5 EXHIBIT A Abatement Schedule Subject to the adoption by the SBCC of a resolution confirming the adoption of Declaratory Resolution No. 5029-23, the property owner is qualified for and is granted a vacant building tax abatement for a period of two (2) years as shown by the schedule outlined below. Year 1 - 100% Year 2 - 50% 6 June 21, 2023 CITY OF SOUTH BE COMMUNITY INVESTMENT Council Member Rachel Tomas Morgan Chairperson, Community Investment Committee South Bend Common Council 4th Floor, County-City Building South Bend, Indiana 46601 Filed ;r, Clerk'. Office JUN � 1 20,� ��rR�fiS RE: Confirming Resolution: Mixed Use Development Real Property Tax Abatement for RealAmerica Development, LLC Dear Council Member Tomas Morgan: Please find the enclosed information pertaining to a real property tax abatement petition submitted by RealAmerica Development, LLC. The Common Council will consider a mixed-use development real property tax abatement for parcels that are included in a low-income housing tax credit project named Diamond View Apartments, which is comprised of an affordable housing building and a market-rate apartment building with offices. On June 12, the Common Council approved a Reconfirming Resolution for the affordable housing building and a Declaratory Resolution for the mixed-use/market-rate building. The Council will now consider the Confirming Resolution for the market-rate building. This petition package includes: •Department of Community Investment's summary report •A summary provided by the petitioner of the project •Petition for abatement •Statement of Benefits forms (SB-1 / Real Property) •Supporting information The report contains the Department's findings relative to the above-mentioned petitions. In summary, the abatement covers the 60-unit market-rate apartment building with offices. A representative from RealAmerica will be available to meet with the Committee on Monday, June 26, 2023. If you or any of the other Council members have questions concerning the report or need additional information, please feel free to call me at (574) 235-5838. Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 14005 County City Building 227W Jefferson Blvd. South Bend, Indiana 46601 p 574.235 9371 www.southbend1n.gov BILL NO. 23-39 Filed in Clerk's Office BILL NO. 23-39 JUN 2 1 2023 RESOLUTION NO. 5036-23 DAWN M.JONES L CITY CLERK,SOUTH BEND,IN A RESOLUTION CONFIRMING THE ADOPTION OF A DECLARATORY RESOLUTION DESIGNATING CERTAIN AREAS WITHIN THE CITY OF SOUTH BEND, INDIANA, COMMONLY KNOWN AS 504 South Lafayette Boulevard, South Bend, IN 46601 AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF AN EIGHT-YEAR (8) REAL PROPERTY TAX ABATEMENT FOR RealAmerica Development, LLC WHEREAS, the Common Council of the City of South Bend, Indiana, has adopted a Declaratory Resolution designating certain areas within the City as an Economic Revitalization Area for the purpose of tax abatement consideration; and WHEREAS, a Declaratory Resolution designated the areas described as: Key Number: 71-08-12-305-001.000-026 Legal Description: Lots 55 56& 57& W 1/2 Vac Alley E&Adj& N 1/2 Vac Alley S&Adj To Lot 57 Martins Addn Key Number: 71-08-12-305-005.000-026 Legal Description: S 1/2 Lot 44& 3 Ft N Side Lot 45 E 1/2 Vac Alley W Adj Martins Add Key Number: 71-08-12-305-006.000-026 Legal Description: 32 Ft N Side Lot 45 & E 1/2 Vac Alley W & Adj Martins Add Key Number: 71-08-12-305-007.000-026 Legal Description: 31 Ft Sside Lot 45 &N 1/2 Vac Alley So. &Adj&E 1/2 Vac Alley W&Adj Martins Add be designated as an Economic Revitalization Area under the provisions of Indiana Code 6-1.1- 12.1 et seq., and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS, notice of the adoption of a Declaratory Resolution and the public hearing before the Council has been published pursuant to Indiana Code 6-1.1-12.1-2.5; and WHEREAS, the Council held a public hearing for the purposes of hearing all remonstrances and objections from interested persons; and WHEREAS, the Council has determined that the qualifications for an economic revitalization area have been met. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby confirms its Declaratory Resolution designating the area described herein as an Economic Revitalization Area for the purposes of tax abatement. Such designation is for mixed-use development real property tax abatement only and shall expire on December 31, 2026. SECTION II. The Common Council hereby determines that the property owner is qualified for and is granted real property tax deduction for up to a period of eight (8) years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17 and further determines that the petition, the Memorandum of Agreement between the Petitioner and the City of South Bend, and the Statement of Benefits comply with Chapter 2, Article 6, of the Municipal Code of the City of South Bend and Indiana Code 6-1.1-12 et seq. Year 1 - 100% Year 2 - 90% Year 3 - 90% Year 4- 80% Year 5 - 70% Year 6 - 65% Year? - 55% Year 8 - 45% SECTION III. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approved by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2023, at o'clock m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m. James Mueller, Mayor City of South Bend Filed in Clerk's Office JUN 2 1 2023 CITY CLERK,SOUTH BEND,IN Diamond View Apartments Narrative Summary Development and Unit Description: Diamond View Apartments will provide 60 affordable apartment homes, 12 of which are set aside for people with intellectual and developmental disabilities, in a location near a wealth of job opportunities and local amenities. Diamond View Apartments will be a four-story, new construction building with a mix of 20 one-bedroom units, 24 two-bedroom units, and 16 three-bedroom units. Each apartment will be equipped with a balcony/patio, free high-speed internet throughout the building,full-size washer&dryer,ceiling fans,dishwasher,and walk-in closets.Diamond View Apartments' 60 affordable apartments will be a part of a master development that includes an additional 60 market-rate apartments to create a true mixed-income community. Amenities in and around Development: A portion of the building's community space will be dedicated to LOGAN for staff offices and community employment such as a café or art studio/showroom for their clients. LOGAN currently offers a Community Employment Program that assists individuals with disabilities in finding and maintaining meaningful employment through 1) Discovery 2)Job Search 3)Job Placement and 4)Job Coaching. Beyond the features for LOGAN, Diamond View Apartments will incorporate a variety of amenities for all residents. There will be an incredible rooftop deck with views of Four Winds Fields. The property will also have a community room with television, picnic area with grills,a computer center, and exercise room. Area's need that Development will help meet: As the market study for Diamond View Apartments confirms, demand for affordable housing, especially for housing serving low-income and disabled household has remained very high in the South Bend area,which is underserved by LIHTC rental alternatives based on their current occupancy levels. Pages 11-6 and 11-7 of the Market Study show that 14 existing LIHTC properties within the site PMA have an overall occupancy rate of 99%with waiting lists. Also noted in the Market Study Page 11-10, our proposed project has a capture rate of just 1.0%, indicating immense unmet demand in the market that has only further increased since last year. With proposed rents ranging from 24.3-62.3%of achievable market rents, Diamond View represents significant value for the local market. The constituency served by the Development: The constituency served by Diamond View Apartments will consist of 18 units at 30% AMI, 12 units at 50% AMI, and 30 units at 60% AMI. Diamond Viewp . ! ir Apartments will be a Community Integration development with 12 of the apartment homes set aside for those with intellectual and developmental disabilities. The services provided by LOGAN Community Resources, Inc. LOGAN"), a highly regarded non-profit organization, and the project-based 4 vouchers from the South Bend Housing Authority will assist these residents in living independently. LOGAN provided insightful information as we configured the unit mix. Based on their recommendations, we increased the number of three-bedroom units and redesigned apartment layouts in half of these units to be more conducive for roommate and co- living situations for their clients. LOGAN is very grateful for this opportunity mentioning to us that their current housing is extremely substandard,and they have never had a chance to provide housing input in the past. Development Quality: With RealAmerica's and the City of South Bends's commitments to high-quality design, construction, and management, Diamond View Apartments will be built to exceptional standards to ensure it stays a great place to live for decades to come. The 60 affordable apartments will benefit from and will be constructed to the same levels as the 60 additional market-rate units that make up the greater mixed-income project. Diamond View Apartments will be constructed to the fli .Ayn,_Ru / www.kea1Amelica:,i.( .com Silver National Green Building Standard and will include dual flush toilets, LED lighting, and other energy saving features. RealAmerica has a high minimum standard for the quality of all of our projects, and Diamond View Apartments is no exception. RealAmerica earned numerous perfect pre-8609 inspections,and the highest approval from local fire marshals and safety inspectors.We will employ the same standard of care for Diamond View Apartments. Services to be Offered: LOGAN is a not-for-profit organization that will provide on-site resources and support for individuals with disabilities. LOGAN will have offices on-site at Diamond View Apartments for their staff and the residents will be able to use community space for meetings, LOGAN's community employment program, social gatherings, and real work experience for its clients in the way of a café or art studio. In addition, RealAmerica brings to the property its RealFamilies Services Program. RealFamilies ensures that our residents have the resources needed to live a healthy, M ' 4 €i , a ' e stable live style. Our Resident Service Managers work closely with the Property lt gr .," - a' ' 7111-1.7 Managers, Resident Liaisons, Resident's Associations,and local social service providers to identify the best way to meet our residents' needs related to transportation, -,, 4,, t _education, health/fitness, financial assistance, and recreation. We believe that by providing engaging and fun activities, individuals can live healthier, more connected r- x, r ?::Jr.* lifestyles, which in turn builds a stronger, more cohesive community. Each service i-- 1.1.7: ."' ` 01 w i ` a program is tailored to a specific location and its residents. RE:ALAIW E R ICA www.RealAffl.eiricaLL(1.com TAX ABATEMENT REPORT TO: South Bend Common Council FROM: Erik Glavich, Director, Growth and Opportunity SUBJECT: Mixed-Use Development Real Property Tax Abatement for RealAmerica Development, LLC DATE: June 21, 2023 On June 5, 2023, a petition for tax abatement was filed by RealAmerica Development, LLC, for a market-rate apartment building with offices. The building is part of the Diamond View Apartments project, a low-income housing project that will be located at 504 and 520 S. Lafayette Boulevard in South Bend. The project consists of two buildings: (1) an affordable housing building and (2)a market-rate apartment building with offices. On June 12, 2023, the Common Council passed a Reconfirming Resolution for the affordable housing building. At this time, the Council also passed a Declaratory Resolution for the market- rate building with offices. Taken together, the resolutions reconfirm and modify the 2021 abatement the Common Council passed in support of the project. Pursuant to Chapter 2, Article 6, Section 2-84.9 of the Municipal Code of the City of South Bend, the 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 Indiana Code 6 1.1-12.1 and all zoning requirements have been met. The Department of Community Investment has reviewed the petition (a copy is attached), investigated the area, and makes the following report. Project Summary RealAmerica Development, LLC, is a vertically integrated, WBE-certified development company primarily focused on the state of Indiana. RealAmerica Development, LLC, is the developer of the Diamond View Apartments project. In January 2023, the Indiana Housing & Community Development Authority awarded RealAmerica Development, LLC, tax credits for the project. The South Bend Common Council passed a multi-family residential development real property tax abatement in July 2021 as part of a support package for RealAmerica's efforts to secure low-income housing tax credits from the State. Diamond View Apartments is a mixed-income development with (1) a 60-unit affordable housing building targeting households earning 30% to 60% of the area median income and (2) a 60-unit market rate building with offices. Each building will be roughly 80,000 square feet. A portion of the affordable housing building's community space will be dedicated to LOGAN Community Resources, Inc. for staff offices and community employment such as a café or art studio/showroom for their clients. Total investment by RealAmerica for the two buildings is nearly$20.6 million. Employment Impact RealAmerica Development, LLC, estimates that that Diamond View Apartments project will create an estimated four(4)full-time positions with an estimated total annual payroll of$200,000. Tax Estimates The petitioner qualifies for an eight-year(8) mixed-use development real property tax abatement for the market-rate building with offices. Current taxes are zero—property is owned by the City of South Bend. Estimated annual taxes after the project's completion: $70,635 Total estimated taxes during the eight-year(8) abatement period: $565,085 o Estimated taxes being abated during the abatement period: $302,475 o Estimated total taxes to be paid during the abatement period: $262,610 Abatement Qualification 1. A review of the tax abatements previously granted finds that the petitioner has been granted or is associated with the following previous abatements. Resolution No. 4535-16 (3/14/16): Ten-year(10) real property tax abatement for the LaSalle Apartments Rehabilitation. This resolution reconfirmed Declaratory Resolution No. 4327-14 (3/10/14) after RealAmerica Development, LLC, assumed ownership of the LaSalle Apartments at 237 N. Michigan Street. RealAmerica Development, LLC, sold the building in June 2022. Resolution No. 4922-21 (7/12/21): Eight-year(8) multi-family development real property tax abatement for the Diamond View Apartments project. This abatement was reconfirmed by the Common Council on June 12, 2023, for the affordable housing building (Reconfirming Resolution No. 5023-23). 2. The property is properly zoned for the proposed project. 3. Taxes on the property have been paid in full. 4. A review of the South Bend Redevelopment designation areas finds that the property is in the River West Development Area. 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner meets the qualifications for an eight-year(8) mixed use development real property tax abatement under Division 5 (Mixed Use Development Real Property Tax Abatement). 2 8-Year Abatement June 5,2023 RealAmerica Development LLC (Mixed Use) South Bend Portage Township Residential Real Property Tax Abatement Schedule` Type of Dwelling: Multi-Family Residence -60 units- Estimated Project Cost: $ 7,950,000 New Construction Property Address: 504 S.Lafayette Blvd,South Bend,IN 46601 Tax Key Number: 71-08-12-305-001.000-026;71-08-12-305-005.000-026;71-08-12-305-006.000-026;71-08-12-305-007,000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Assessed Value(AV) Land 11,850 $ 11,850 $ 11,850 $ 11,850 $ 11,850 $ 11,850 $ 11,850 $ 11,850 $ 11,850 $ 11,850 Structure(AV=25%Project Cost) 6,000 1,987,500 1,987,500 1,987,500 1,987,500 1,987,500 1,987,500 1,987,500 1,987,500 1,987,500 Gross Assessed Value 17,850 1,999,350 1,999,350 1,999,350 1,999,350 1,999,350 1,999,350 1,999,350 1,999,350 1,999,350 Abatement 100% 90% 90% 80% 70% 65% 55% 45% Abatement Deduction 1,981,500) (1,783,350) (1,783,350) (1,585,200) (1,387,050) (1,287,975) (1,089,825) (891,675) Net Assessed Value 17,850 1,999,350 17,850 216,000 216,000 414,150 612,300 711,375 909,525 1,107,675 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net AV) 944 105,760 944 11,426 11,426 21,907 32,389 37,630 48,111 58,593 Local Tax Credit(8.7112%of GT-DS) 76) (8,517) 76) 920) 920) (1,764) (2,608) (3,030) (3,874) (4,718) Circuit Breaker Credit 261) (49,264) 614) (9,460) Taxes Due 607 $ 47,978 $ 868 $ 10,506 $ 10,506 $ 20,143 $ 29,781 $ 34,599 $ 43,622 $ 44,414 3% 2% 2% 2% 2% 2% 2% 2% 2% 2% Circuit Breaker Cap 536 39,987 39,987 39,987 39,987 39,987 39,987 39,987 39,987 39,987 Debt Service(0.3997%of Net AV)71 7,991 71 863 863 1,655 2,447 2,843 3,635 4,427 Max Tax Under the Cap 607 47.978 40,058 40,850 40,850 41,642 42,434 42,830 43,622 44,414 Combined Year Abatement Current Taxes New Current& Taxes Abated Net Taxes Due Projected Tax New Taxes Paid 1 100% $ 607 $ 47,372 $ 47,978 $ (47,110) $ 868 2 90% 607 47,372 47,978 (37,473) 10,506 3 90% 607 47,372 47,978 (37,473) 10,506 4 80% 607 47,372 47,978 (27,835) 20,143 5 70% 607 47,372 47,978 (18,198) 29,781 6 65% 607 47,372 47,978 (13,379) 34,599 7 55% 607 47,372 47,978 4,356) 43,622 8 45% 607 47,372 47,978 3,564) 44,414 Total: 4,855 378,972 383,827 (189,388) 194,439 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023. 11A°i, Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then-current tax rates. City of South Bend 8-Year Abatement June 5.2023 RealAmerica Development LLC (Mixed Use) South Bend Portage Township Commerical Development Real Property Tax Abatement Schedule* Type of Property: Mixed Use Estimated Project Cost: $ 2,650,000 New Construction Property Address: 504 S.Lafayette Blvd,South Bend,IN 46601 Tax Key Number: 71-08-12-305-001,000-026;71-08-12-305-005,000-026.71-08-12-305-006,000-026:71-08-12-305-007,000-026 Without Current Abatement Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Assessed Value(AV) Land 3,950 $ 3,950 $ 3,950 $ 3,950 $ 3,950 $ 3,950 $ 3,950 $ 3,950 $ 3,950 $ 3,950 Structure(AV=25%Project Cost) 2,000 662,500 662,500 662,500 662,500 662,500 662,500 662,500 662,500 662,500 Gross Assessed Value 5,950 666,450 666,450 666,450 666,450 666,450 666,450 666,450 666,450 666,450 Abatement 100% 90% 90% 80% 70% 65% 55% 45% Abatement Deduction 660,500) (594,450) (594,450) (528,400) (462,350) (429,325) (363,275)297,225) Net Assessed Value 5,950 666,450 5,950 72,000 72,000 138,050 204,100 237,125 303,175 369,225 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net AV) 315 35253 315 3,809 3,809 7,302 10,796 12,543 16,037 19,531 Local Tax Credit(8.7112%of GT-DS) 25) (2,839) 25) 307) 307) 588) 869) (1,010) (1,291) (1,573) Circuit Breaker Credit 87) (9,757) Taxes Due 202 $ 22,657 $ 289 $ 3,502 $ 3,502 $ 6,714 $ 9,927 $ 11,533 $ 14,746 $ 17,958 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% Circuit Breaker Cap 179 19,994 19,994 19,994 19,994 19,994 19,994 19,994 19,994 19,994 Debt Service(0.3997%of Net AV)24 2,664 24 288 288 552 816 948 1,212 1,476 Max Tax Under the Cap 202 22,657 20,017 20,281 20,281 20,545 20,809 20,941 21,205 21,469 Combined Year Abatement Current Taxes New Current& Taxes Abated Net Taxes Due Projected Tax New Taxes Paid 1 100% $ 202 $ 22,455 $ 22,657 $ (22,368) $ 289 2 90% 202 22,455 22,657 (19,155)3,502 3 90% 202 22,455 22,657 (19,155)3,502 4 80% 202 22,455 22,657 (15,943)6,714 5 70% 202 22,455 22,657 (12,730)9,927 6 65% 202 22,455 22,657 (11,124) 11,533 7 55% 202 22,455 22,657 7,912) 14,746 8 45% 202 22,455 22,657 4,699) 17,958 Total: 1,618 179,640 181,258 (113,087) 68,171 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023. 5 Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then current tax rates. City of South Bend City of South Bend Instructions:Complete pages 1-3 AND the proper Form 58-1 for Ilt.--Petition for Incentives the type of abatement(real property or personal propifrry)Petition must include a$250 filing fee payable to the City Clerk's Office f'l led in-- before 1 r ..E I'r.+, 0forwhichyouareapplying} icebeforeprocessingconbecompletei General Information Project Name Diamond View Market Rate Project Numioer I Legal name as registered with 1 ,i t.N 1 3 I li/,j I Secretary of State RealAmerica Development, LLC I, % Business structure Domestic Limited Liability Company DAWN (vi.JOINSCompanywebsiteI www.RealAmericaLLC.com A r''____ Th.,SOUTH 3L r D, IN Proposed Project Information Proposed project address parent company name504SLafayetteBlvd. RealAmerica Development, LLC City,State,Zip Legal ownerSOUtbBend, Indiana 46601 Sn Wh Bend Rn development Commissioo(as of 4128127) Site acreage or acreage required 1.43 is the real estate owned or leased? Owned Square feet of facility 80,000 sf If leased,by whom? Primary Contact Information Primary company contact name TitleMikeSurak OwnerNP of Developmenti Address ofcompany contact 8250 Dean Road Phone ( 317)815-5929 City.state,Zip Indianapolis, IN 46240 Email P MSurak@RealAmericaLLC.com Senior Official Information Company senior official name TitleRondaShrewsbury Owner/President Ndoress or company contact PhoneIfdifferentfromabove) I _ 317) 815-5929 City,State,Zlp Email Ronda@RealAmericaLLC.com Consultant Information/Agent Hired business consultant/agent name Consultant release?(Y/N) Address l Local economic development partners approval?(Y/N) City,State,Zlp Email Project Overview Brief description of your company,project and why the Diamond View Apartments will be a 60-unit market rate development property is necessary for with offices adjacent to our 60-unit affordable development. A welleconomicgrowth functioning economy requires housing for all residents and this mixed-income community will provide just that. Certified Technology Park appropriate N/A Is the project in a Tax Incremental Financing TIE)area? If so,which? River West Have Building Permits been issued?(Y/N) Number of residential units created byNote-Not eligible for abatement if Yes) No project 60 if this is a petition for personal property tax abatement,has + the equipment been Installed?1 N/A Investment Details Public Infrastructure needs Has any 504 funding been What is the value of any equipment being purchased in What is the value of any equipment beingOff-site of project in dollars) received? Indiana for the project? purchased from out of state for the project? 1 0 No N/A N/A New Project Investments Calendar Year 2022 2023 2024 2025 2026 2027 2028 2029 land Acquisition 500 00 Building Lease Payments Building Purchase Costs in too,con fin New Building Construction Existing Building Improvements New Machinery&Equipment 1i Special Tooling/Retooling New Furniture/Fixtures 100,000 :0 New Computer/IT Hardware 10,000 00 New Software On-ate Rail Infrastructure I j On-site Fitter Infrastructure TOTAL 0.00 s io,soo.soo.00 s t 10,000.00 $0.00 $0.00 $0.00 $0.00 $0.00 Full-Time Permanent Indiana-Resident Positions by Calendar Year Calendar Year I Jobs retained Hourly Cumulative P of net NEW full time Hourly average wage,w/o Total training Total ft to be average permanent Jobs created at project benefits or bonuses,of expenditure- trained-notwage,cubo benefits or cumulative net new lobs not cumulative bonuses cumulative 2023 2024 2025 2 S 25.00 2,000 2 2026 2027 2023 2029 2030 2031 2032 2033 2034 Provide hourly wage information for new employees in the following positions. Full time Part time Laborers Technical 27 00 Managerial Administrative 25.00 Who will be the individual responsible for coordinating with WorkOne on recruiting? Tangee H u pt Does your company have an EEO hiring policy? Yes Are you an EEO employer?Yes Please list the number of full time and part time minority and/or female Please describe your commitment to employees for the following years: diversity end inclusion by detailing your Year outreach and recruitment efforts for the last 2023 2022 2021 three years as weft as current policies. Full Time Part Time Full Time Part Time Full Time Part Time Black 8 10 6 Hispanic See attached 1 1 2 Asian 2 Indian 1 1 Female 24 24 12 Other Complete below for Real or Personal Property Tax Abatement only. Please sign for all requested Incentives. Public Benefit Item: Information Is required on both the construction companies and the companies which will provide materials purchased for this project. Please complete the table below with the appropriate information. If Qualify yarned Points Available PointsYesorNo) you qualify for the points,please enter the full amount of available points. 1 Construction Related(Contractors); A. Employ Local Companies(75%) N 0 20 B. Purchase Materials from Local Companies(75%)N 0 20 C. Require Employees vs.Independent Contractors N 0 19 D. Require Prevailing Wage(Davis Bacon)N 0 22 E. Require Health Benefits N 0 22 F. Require Retirement Benefits N 0 18 G. Maintain Affirmative Action Plan Y 20 20 1Sub-total Construction Related: 20 141 2 Wage&Benefit Related(Owner): A. Pay Target Wage Levels N 0 33 B. Provide Health Benefits Y 34 34 I I C. Provide Retirement Benefits Y 29 29 D. Provide Training Y 2B 28 E. Provide Child Care N 0 15 F. Provide Transportation Assistance I N 0 14 G. Provide Employer Assisted Housing program N 0 9 Sub-total Wage&Benefit Related: 91 162 3 Workforce Related: A. Create New Jobs Y 42 42 a. Retain Existing Jobs N 0 41 C. Maintain Affirmative Action Plan Y 35 37 D. Provide Targeted Hiring Preference Y 34 34 Sub-total Workforce Related: 111 152 4 Supporta Municipal Facility Support a SB Municipal Facility(donations to the A. zoo,conservatory,museum,etc.) N 0 84 Name of Facility I ISub-total Municipal Facility:84 Sub-total from Above: 222 539 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.,6-1.1-12.1-1,et seq.,and South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above. Submitted By: Date: 5/31/23 For Staff Use Only Below This Line i-4,,..1 : 15, rOD What is the current assessed value? Real Property: Q/y: $t 00 D Personal Property: What Is the projected assessed value? Real Property: Ratq 2 f b Sof O01 Personal Property: What is the tax key number for this project? v y pe.000 ( r What Is the six digit NAILS code? N kt Please attach a Google map and street view of the location. Please list the amount al real and personal property taxes Real Property Taxes: Personal Property Taxes: paid for the last flue years when applicable. Year One weal Year Two V y Year Three i Year Four Year Flve Please fill out the following Public Benefit Summary Information and add to total from above. y or NI Points 1 Point; Public Benefit Item: Project Related: 5 A. Redevelop a Site that has Special Needs N I 49 B. Develop Based on Local University Research NI 35 C. Achieve a Physical Element of a Plan Ni 3 ` 36 Sub-total Project Related: 3G, 120 6 Super Size Projects(point values are cumulative': A. 100%to 199% 1 15 25 8. 200%to 299% Y L g 68 C. 300%to 399% Y iA S 65 D. 400%and Over y 5 Z 52 Sub-total Super Size Projects: Z 10 210 7 Pay PforMunicipal Infrastructure: A. Pay for Over;arng or IJpgradmy d 14 B. Pay for 26-50%of Extension Cost r 26 C. Pay for 51-75%of Extension Cost r) 39 D. Pay for 76-100%of Extension Cost IV I S2 Sub-total Infrastructure Related: 131 Total from Applicant Section: 222 539 Total from Staff Section: Z y!(y 461 Total Public Benefit Points: y L P 1000 Please describe your commitment to diversity and inclusion by detailing your outreach and recruitment efforts for the last three years as well as current policies. RealAmerica administers our EEO policy fairly and consistently by: Posting all required notices regarding employee rights under EEO laws in areas highly visible to employees. Advertising for job openings with the statement "We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law." Posting all required job openings with the appropriate state agencies. Forbidding retaliation against any individual who files a charge of discrimination, opposes a practice believed to be unlawful discrimination, reports harassment, or assists, testifies or participates in an EEO agency proceeding. Requires employees to report to a member of management, a Human Resources representative or the general counsel any apparent discrimination or harassment. The report should be made within 48 hours of the incident. Promptly notifies the general counsel of all incidents or reports of discrimination or harassment and takes other appropriate measures to resolve the situation. When we post for open positions, we include variety of job websites (at least 5 sites for each position and sometimes up to 10 sites)to ensure we are reaching a wide variety of applicants from various backgrounds.Additionally, in all of our job advertising we include EEOC language. 4.4,, x''4 STATEMENT OF BENEFITS 2023 PAY 2024 ats 3. REAL ESTATE IMPROVEMENTS State Form 51767(R7 1-21) FORM SB-1/Real Property f° Prescribed by the Department of Local Government Finance PRIVACY NOTICE This statement is being completed for real property that qualifies under the following Indiana Code(check one box): Any information concerning the cost El Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) paid o andlemployees by theCIResidentiallydistressedarea(IC 6-1.1-12.1-4.1) property owner is confidential per IC 6-1.1-12.1-5.1. INSTRUCTIONS: 1. This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise,this statement must be submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction. 2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of the redevelopment or rehabilitation for which the person desires to claim a deduction. 3. To obtain a deduction,a Form 322/RE must be filed with the county auditor before May 10 in the year in which the addition to assessed valuation is made or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. A property owner who failed to file a deduction application within the prescribed deadline may file an application between January 1 and May 10 of a subsequent year. 4. A property owner who files for the deduction must provide the county auditor and designating body with a Form CF-1/Real Property The Form CF-1/Real Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction is applicable. IC 6-1.1-12.1-5.1(b) 5. For a Form SB-1/Real Property that is approved after June 30, 2013, the designating body is required to establish an abatement schedule for each deduction allowed. For a Form SB-1/Real Property that is approved prior to July 1, 2013, the abatement schedule approved by the designating body remains in effect. IC 6-1.1-12.1-17 SECTION 1 TAXPAYER INFORMATION Name of taxpayer RealAmerica Development, LLC Address of taxpayer Number and Street. 8250 Dean Road City: Indianapolis sate: IN ZIP: 46240 Name of contact person R/l 1I[,I, Telephone number E-mail address First''.Im nn!me Last Name: S u ra k 317) 815-5929 msurak@realamericallc.com SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number Common Council of the City of South Bend Location of property I County DLGF taxing district number Number andStreeu 504 S Lafayette Blvd , , South Bend Sia,. N zit'. 46601 1 St. Joseph 026(South Bend-Portage) Description of real property improvements.redevelopment,or rehabilitation(use additional sheets if necessary) Estimated start date(month,day,year) This will be a 60-unit market-rate sister building to Diamond View Apartments. 10/1/2023 Estimated completion date(month,day,year) 3/1/2025 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current Number0 Salaries0 Number Retained 0 Salaries $ 0 Number Additional 2 Salaries$ 85000r SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 8,000 6 coo Plus estimated values of proposed project 10,710,500 2,650,125 Less values of any property being replaced 6,000 8,000 Net estimated values upon completion of project 10,710,500 2,650,125 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) Estimated hazardous waste converted(pounds) 0 Other benefits SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative Date signed(month,day year) 5/31/2023 Printed name of authorized representative 0'• Ronda Shrewsbury I President Page 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1,provides for the following limitations: A. The designated area has been limited to a period of time not to exceed N/A calendar years*(see below). The date this designation expires is 12/31/2026 NOTE:This question addresses whether the resolution contains an expiration date for the designated area. B. The type of deduction that is allowed in the designated area is limited to: 1.Redevelopment or rehabilitation of real estate improvements Yes No 2.Residentially distressed areas Yes ®No C. The amount of the deduction applicable is limited to$ N/A D. Other limitations or conditions(specify) N/A E. Number of years allowed: Year 1 D Year 2 Year 3 0 Year 4 0 Year 5 (*see below) Year 6 Year 7 Year 8 Year 9 Year 10 F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? Yes 0 N If yes,attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year) Printed name of authorized member of designating body Name of designating body Attested by(signature and title of attester) Printed name of attester If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17. A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1,2013,the deductions established in IC 6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. For a Form SB-1/Real Property that is approved after June 30, 2013,the designating body is required to establish an abatement schedule for each deduction allowed. Except as provided in IC 6-1.1-12.1-18,the deduction period may not exceed ten(10)years. (See IC 6-1.1-12.1-17 below.) B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1,2013,the abatement schedule approved by the designating body remains in effect.For a Form SB-1/Real Property that is approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.) IC 6-1.1-12.1-17 Abatement schedules Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created. 3) The average wage of the new employees compared to the state minimum wage. 4) The infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish an abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013,remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits. IFiled in Clerk's Office JUN 0 5 20?-3 DAWN 1111.,ZONES CITY CLERK,SOUTH BEND,IN Page 2 of 2 Aerial and Street Views i IMEII. III 3 P• ' ' - 110 ie- iwiciumot ill * 0 ap.". 1 fowl 3 t I :',.:, • . 7 j ' 1 t_ _- 1 i 1 II ii 5 ' 1 i 9 Allinik.:*- : minor- VP,, ': •.,, i r *.r .. 11P1F'rim i k• 11 a• Adimmr•T ir . ..1 I i 1it t itie I-: II 0,• 0'4 1MixedUseDevelopment Abatement Market-Rate 411 1 Apartment Building with Offices 1 Multi-:73mll., Residentia Development Abatement• Affordable Housing Building I- 1‘. f,-7 a.'- fr04: 90. ii 1, I 40 1• t.3, 0 1 de 4 , sc View Looking Southeast from Intersection of S. Lafayette Blvd. and W. Monroe St. i yy l 7i'": +li ;,' 1+' r".4e.1. i;a •te Cc.... y .. M V as View Looking Northeast from Intersection of S. Lafayette Blvd. and W. South St. vaii 4i View Looking Northwest from Intersection of S. Main St. and W. South St. hArsayou.„ i t i mow. +c 9 fse View Looking West-Southwest from S. Main St. oft I ti_ i t 1 w r-iieu in u gar . s Office JUN 2 1 2023 WN M JO ENSCITYCIE®ARK,SOUTH BEN'D,IN Filed in Clerk's Office I JUN 2 1i23 DAWN M.JONES CITY CLERK,SOUTH BEND,IN MEMORANDUM OF AGREEMENT MIXED-USE DEVELOPMENT REAL PROPERTY TAX ABATEMENT) This Memorandum of Agreement (Agreement) dated as of June 14, 2023, serves as confirmation of a commitment by RealAmerica Development, LLC (the "Applicant"), pending a June 26,2023, public hearing, to comply with the project description,job creation and retention(and associated wage rates and salaries) figures contained in its petition, Statement of Benefits, and attachments and this Agreement. 1. Property Associated with the Abatement and Responsibilities of the Applicant. At the time of this Agreement,the property is located at 504 South Lafayette Boulevard, South Bend, IN 46601,and has Key Numbers 71-08-12-305-001.000-026, 71-08-12-305-005.000-026, 71-08-12-305-006.000- 026, and 71-08-12-305-007.000-026. Throughout the duration of the abatement, the Applicant shall promptly report any changes in the address or Key Number of the property receiving the abatement to the Department of Community Investment and to the Office of the City Clerk. Moreover,the Applicant also shall report any material changes or improvements made to the property subject to the abatement including changes as the result of subdividing, replatting, or otherwise. The Applicant agrees that failure to promptly report changes can result in a finding of noncompliance on behalf of the Applicant under the commitments of this Agreement. 2. Commitments of City and Applicant. Subject to the adoption of a Declaratory Resolution and a Confirmatory Resolution by the South Bend Common Council(the"SBCC"),the City of South Bend, Indiana, (the "City") commits to provide an eight-year (8) mixed-use development real property tax abatement for the Applicant, based on the Applicant's commitment set forth in its Application. The Applicant commits to the following(the"Commitments"): a)making total combined real property expenditures of no less than Ten Million Six Hundred Thousand dollars($10,600,000.00)for the for the construction of a new market-rate 60-unit apartment building with commercial space at property identified in Section 1 of this Agreement; b) creating at least two (2)permanent full-time jobs with a total estimated annual payroll of approximately One Hundred Thousand dollars($100,000.00); and c)acting in good faith to complete the project as described in its Application. 3. Applicant's Compliance with City and State Laws. During the term of the abatement, the Applicant shall comply with Chapter 2, Article 6, of the South Bend Municipal Code, entitled "Tax Abatement Procedures," and all governing provisions of the Indiana Code. During the term of this abatement,the City may annually request information from the Applicant concerning the nature of the Project, the approved capital expenditure of the Project, the number of full-time permanent positions newly created by the Project,and the average wage rates and salaries(excluding benefits&overtime) associated with the positions,and the Applicant shall provide the City with adequate written evidence thereof within fifteen (15) days of such request (the "Annual Survey"). The City shall utilize this information and the information required to be filed by the Applicant in the CF-1 Compliance with the Statement of Benefits form to verify that the Applicant has at all times complied with the Commitments 1 after the Commitment Date and during the duration of the abatement and for no other purpose. The Applicant further agrees to provide the City with such additional information as requested by the City to determine Applicant's compliance with the Commitments and with local and state requirements within twenty(20)days following any such request. Notwithstanding anything herein to the contrary, the Applicant acknowledges that the City may be required to disclose certain documents provided by the Applicant as required by a court order or applicable law. 4. Substantial Compliance and Rights of Termination. The City, by and through the SBCC, reserves the right to terminate the Economic Revitalization Area designation and associated property tax abatement deductions if it reasonably determines that the Applicant has not made reasonable efforts to substantially comply with all the Commitments,as defined in Section 2 of this Agreement,and the Applicant's failure to substantially comply with the Commitments was not due to factors beyond its reasonable control, as described in Section 5 below. 5. Factors Beyond Control. As used in this Agreement, factors beyond the control of the Applicant shall only include factors not reasonably foreseeable at the time of designation application and submission of Statement of Benefits which are not caused by any act or omission of the Applicant, and which materially and adversely affect the ability of the Applicant to substantially comply with this Agreement.Applicant has the burden to communicate to the City any such factors in which it believes is beyond its control and impacting its ability to fulfill the terms of this Agreement or any tax abatement benefit provided to the City. The City reserves the right to investigate the factors cited by Applicant under this Section 5 to the fullest extent possible and may deny Applicant's request upon the completion of the City's investigation. 6. Repayment of Tax Abatement Savings- If at any time during the term of this Agreement the Applicant shall: (a) be delinquent or in default with respect to any tax payment in St. Joseph County, Indiana;or(b)cease operations at the facility for which the tax abatement was granted;or(c)announce the cessation of operations at such facility, then the City may immediately terminate the Economic Revitalization Area designation and associated tax abatement deductions,and upon such termination, require Applicant to repay all of the tax abatement savings received through the date of such termination. 7. Notice/Hearing of Termination. In the event that the City determines that the Economic Revitalization Area designation and associated tax abatement deductions should be terminated or that all or a portion of the tax abatement savings should be repaid,it will give the Applicant notice of such determination,including a written statement calculating the amount due from the Applicant, and will provide the Applicant with an opportunity to meet with the City's designated representatives to show cause why the abatement should not be terminated and/or the tax savings repaid. Such notice shall state the names of the person with whom the Applicant may meet and will provide that the Applicant shall have thirty (30) days from the date of such notice to arrange such meeting and to provide its evidence concerning why the abatement termination and/or tax savings repayment should not occur. If,after giving such notice and receiving such evidence,if any,the City determines that the abatement termination and/or the tax repayment action is proper, the Applicant shall be provided with written notice and a hearing before the SBCC before any final action shall be taken terminating the abatement and/or requiring repayment of tax benefits. The Applicant shall be entitled to appeal that determination to a St.Joseph County Superior or Circuit Court. 2 8. Repayment. In the event the City requires repayment of the tax abatement savings as provided hereunder, it shall provide Applicant with a written statement calculating the amount due (the Statement"),and Applicant shall make such repayment to the City within one hundred twenty(120) days of the date of the Statement. If the Applicant does not make timely repayment,the City shall be entitled to all reasonable costs and attorneys' fees incurred in the enforcement of this Agreement and the collection of the tax abatement savings required to be repaid hereunder. 9. Modification/Entire Agreement. This Agreement and the schedules attached hereto as Exhibit A contain the entire understanding between the City and the Applicant with respect to the subject matter hereof, and supersede all prior and contemporaneous agreements and understandings, inducements, and conditions, expressed or implied, oral, or written,except as herein contained. This Agreement may not be modified or amended other than by an agreement in writing signed by the City and the Applicant. The Applicant understands that any and all filings required to be made or actions required to be taken to initiate or maintain the abatement are solely the responsibility of the Applicant. 10. Waivers. Neither the failure nor any delay on the part of the City to exercise any right,remedy, power, or privilege under this Agreement shall operate as a waiver thereof, nor shall any single or partial exercise of any right, remedy, power, or privilege preclude any other or further exercise of the same or of any other right,remedy,power, or privilege with respect to any occurrence or be construed as a waiver of such right,remedy,power,or privilege with respect to any other occurrence. No waiver shall be effective unless it is in writing and is signed by the party asserted to have granted such waiver. 11. Governing Laws of Indiana. This Agreement and all questions relating to its validity, interpretation,performance,and enforcement shall be governed by the laws and decisions of the courts of the State of Indiana. 12. Applicant's Consent to Jurisdiction. The Applicant hereby irrevocably consents to the jurisdiction of the Courts of the State of Indiana and of the St.Joseph County Circuit or Superior Court in connection with any action or proceeding arising out of or relating to this Agreement or any documents or instrument delivered with respect to any of the obligations hereunder, and any action related to this Agreement shall be brought in such County and in such Court. 12. Notices. All notices, requests, demands, and other communications required or pennitted under this Agreement shall be in writing and shall be deemed to have been received when delivered by hand or by facsimile (with confirmation by registered or certified mail) or on the third business day following the mailing,by registered or certified mail,postage prepaid,return receipt requested,thereof, addressed as set forth below: If to Applicant: RcalAmerica Development,LLC 8250 Dean Road Indianapolis,Indiana Attn: Anne Conway,Controller If to the City: City of South Bend, Indiana 227 W.Jefferson Boulevard, Suite 1400S South Bend,Indiana 46601 Attn: Executive Director of Community Investment 13. Assignment and Transfer Prohibited. This Agreement shall be binding upon and inure to the benefit of the City and the Applicant and their successors and assigns, except (a) that no party may assign or transfer its rights or obligations under this Agreement without the prior written consent of the other party hereto, in which consent shall not be unreasonably withheld, and (b) Applicant may assign and transfer its rights under this Agreement to the Permitted Assign without prior written consent. "Permitted Assign" means the affiliated single purpose entity created for purposes of designing, constructing, owning, operating, and maintaining the apartment complex which is the subject of this Agreement. 14. Valid and Binding Agreement. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be an original as against any party whose signature appears thereon,and all of which shall together constitute one and the same instrument. By executing this Agreement, each person so executing affirms that he has been duly authorized to execute this Agreement on behalf of such party and that this Agreement constitutes a valid and binding obligation of the party. 15. Severability. The provisions of this Agreement and of each section or other subdivision herein are independent of and separable from each other,and no provision shall be affected or rendered invalid or unenforceable by virtue of the fact that for any reason any other or others of them may be invalid or unenforceable in whole or in part unless this Agreement is rendered totally unenforceable thereby. 16. No Personal Liability. No official, director, officer, employee, or agent of the City shall be charged personally by the Applicant, its employees, or its agents with any liabilities or expenses of defense or be held personally liable to the Applicant under any term or provision of this Agreement or because of the execution by such party of this Agreement or because of any default by such party hereunder. Remainder of page intentionally blank.) 4 IN WITNESS WHEREOF,the parties hereto have executed this Agreement as of the day and year first above written. Applicant"Cit y RealAmerica Development,LLC City of South Bend,Indiana By: By: Ronda Shrewsbury Sharon McBride President and Owner President, South Bend Common Council RealAmerica Development,LLC Approved as to Legal Adequacy and Form this By: day of 2023.Rachel Tomas Morgan Chairperson,Community Investment Committee Counsel,South Bend Common Council By: Erik Glavich Department of Community Investment Counsel for Applicant By: James Mueller Mayor EXHIBIT A Abatement Schedule Subject to the adoption by the SBCC of a resolution confirming the adoption of Declaratory Resolution No. 5024-23,the property owner is qualified for and is granted a mixed-use development real property tax abatement for a period of eight(8)years as shown by the schedule outlined below. Year 1 - 100% Year 2 -90% Year 3 -90% Year 4-80% Year 5 -70% Year 6-65% Year?-55% Year 8-45% Filed in Clerk's Office JUN 2 1 2023 DAWN motiCITYCLERK,SOUTH SEND,IN 6 June 21, 2023 Council Member Rachel Tomas Morgan Chairperson, Community Investment Committee South Bend Common Council 4th Floor, County-City Building South Bend, Indiana 46601 .UN � ·1 i0t3 rSNil CITY CLERK, 0, IN RE: Declaratory Resolution: Multi-Family Development Real Property Tax Abatement Petition for Advantix Development Corporation Dear Council Member Tomas Morgan: Please find the enclosed information pertaining to a multi-family development real property tax abatement petition submitted by Advantix Development Corporation, an Indiana Domestic Nonprofit Corporation. This proposed abatement is part of a support package partnering with Advantix, which is applying for rental housing tax credits through the Indiana Housing & Community Development Authority (IHCDA). The abatement will go into effect only if this project is chosen by IHCDA in this year's competitive Tax Credit application round. This petition package includes: •Department of Community Investment's summary report •Petition for abatement •Statement of Benefits form (SB-1 / Real Property) •Supporting information The report contains the Department's findings relative to the above-mentioned petition. The petitioner plans to construct 50 residential units across 35 vacant lots spread throughout the City. The project will include a mix of single-family homes, duplexes, and townhomes. A representative from Advantix Development Corporation will be available to meet with the Committee on Monday, June 26, 2023. If you or any of the other Council members have questions concerning the report or need additional information, please feel free to call me at (574) 235-5838. Sincerely, � c' ·1 e ) ___./...-..,___/ Erik Glavich Director, Growth and Opportunity EXCELLENCE ACCOUNTABILITY INNOVATION INCLUSION EMPOWERMENT 14005 County City Building 227W. J fferson Blvd. South Bend, Indiana 46601 p 574 235.9371 www.sOL1thbe11d1n.gov BILL NO. 23-40 Filed in Clerk's Office JUN 212023 BILL NO. 23-40 DAWN M.JONES RESOLUTION NO. 5037-23 Cm'CLERK,SOUTH BEND,IN 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 Multiple Properties AN ECONOMIC REVITALIZATION AREA FOR PURPOSES OF A TEN-YEAR (10) REAL PROPERTY TAX ABATEMENT FOR Advantix Development Corporation WHEREAS, a petition for real property tax abatement consideration has been filed with the City Clerk for consideration by the Common Council of the City of South Bend, Indiana, requesting that the areas described as: Key Number: 71-08-02-187-013.000-026 Commonly Known As: 911 Sherman Avenue Legal Description: Lot 23 Muessels 1st Key Number: 71-08-02-187-014.000-026 Commonly Known As: 909 Sherman Avenue Legal Description: Lot 22 Muessels 1st Key Number: 71-08-02-304-006.000-026 Commonly Known As: 813 N Cleveland Avenue Legal Description: 16 2/3 Ft S Side Lot 86& 16 2/3 Ft N Side Lot 87 A G Cushings 4th Key Number: 71-08-02-304-007.000-026 Commonly Known As: 809 N Cleveland Avenue Legal Description: 331/3 Ft S Side Lot 87 A G Cushings 4th Add Key Number: 71-08-02-307-025.000-026 Commonly Known As: 737 N Cleveland Avenue Legal Description: Lot 95 A G Cushings 4th Key Number: 71-08-02-307-026.000-026 Commonly Known As: 735 N Cleveland Avenue Legal Description: Lot 96 40'N Side A G Cushings 4th Add Key Number: 71-08-02-311-007.000-026 Commonly Known As: 662 Lawndale Avenue Legal Description: Lot 6 Pleasant Home Add Key Number: 71-08-02-311-009.000-026 Commonly Known As: 654 Lawndale Avenue Legal Description: Lot 8 Pleasant Home Add Key Number: 71-08-02-326-011.000-026 Commonly Known As: 1217 Van Buren Street Legal Description: 33 Ft E Side 66 Ft W End Of Lots 81 & 82 & 33 Ft E Side 66 Ft W End 15 Ft S Side Of Lot 83 A G Cushings 4th Key Number: 71-08-02-326-012.000-026 Commonly Known As: 1215 Van Buren Street Legal Description: 33 Ft W Side 68 Ft E End Lots 81-82& 33 Ft W Side 68 Ft E Side Of 15 Ft S Side Lot 83 A G Cushings 4th Key Number: 71-08-02-330-001.000-026 Commonly Known As: 1218 Van Buren Street Legal Description: 36 Ft X 100 Ft Nw Cor Lot 80 A G Cushings 4th Key Number: 71-08-02-330-002.000-026 Commonly Known As: 752 Cleveland Avenue Legal Description: 12 Ft S Side 100 Ft W End Lot 80&28 Ft N Side 100 Ft W End Lot 79 A G Cushing 4th Key Number: 71-08-02-330-003.000-026 Commonly Known As: 1216 Van Buren Street Legal Description: Lot 80 34'E End & 34'E End 28'N Side Lot 79 A G Cushings 4th Add Key Number: 71-08-02-330-005.000-026 Commonly Known As: 746 N Cleveland Avenue Legal Description: 35 Ft S Side Lot 78 A G Cushings 4th Key Number: 71-08-02-330-006.000-026 Commonly Known As: 744 N Cleveland Avenue Legal Description: Lot 77 A G Cushings 4th Key Number: 71-08-02-333-013.000-026 Commonly Known As: 716 Sherman Avenue Legal Description: N 35'Ex 10'X40'Se Side Lot 9 All Of Lots 10 & 11 43'S Side Lot 12 Cushing 1st Add Key Number: 71-08-02-333-014.000-026 Commonly Known As: 702 Sherman Avenue Legal Description: Lot 9 88 Ft W End 15 Ft S Side & 88 Ft W End Of Lot 8 Cushings 1st Key Number: 71-08-02-335-001.000-026 Commonly Known As: 632 Sherman Avenue Legal Description: Lot 7 78 Ft W End 33 1-3 Ft N Side Cushings 1st Key Number: 71-08-02-335-002.000-026 Commonly Known As: 1014 Lindsey Street Legal Description: Lot 7 50 Ft E End 33 1-3 Ft N Side Cushings 1st Key Number: 71-08-02-335-003.000-026 Commonly Known As: 630 Sherman Avenue Legal Description: 16 2-3 Ft S Side Lot 7 & 16 2-3 Ft N Side Lot 6 Cushings 1st Key Number: 71-08-02-335-004.000-026 Commonly Known As: 622 Sherman Avenue Legal Description: 33 1-3 Ft S Side Lot 6 Cushings 1st Key Number: 71-08-02-356-041.000-026 Commonly Known As: 1411 Linden Avenue Legal Description: Lot 92 Swygarts 1st Add Key Number: 71-08-02-407-007.000-026 Commonly Known As: 744 Harrison Avenue Legal Description: Lot 98 Cushing&Lindsey Key Number: 71-08-02-407-008.000-026 Commonly Known As: 740 Harrison Avenue Legal Description: 33 Ft N Side Lot 99 Cushing&Lindsey Key Number: 71-08-02-407-009.000-026 Commonly Known As: 736 Harrison Avenue Legal Description: 17 Ft S Side Lot 99& 16 Ft N Side Lot 100 Cushing Lindsey Key Number.• 71-08-03-203-028.000-026 Commonly Known As: 1202 Huey Street Legal Description: Lot 212 Mayrs Mich Ave Add Key Number: 71-08-03-227-014.000-026 Commonly Known As: 1322 N Brookfield Street Legal Description: Lot 148 C R Smiths 2nd Sub Key Number: 71-08-03-258-007.000-026 Commonly Known As: 1030 Obrien Street Legal Description: Lot 76 Mayrs Mich Ave Add Key Number: 71-08-03-384-004.000-026 Commonly Known As: 2518 Linden Avenue Legal Description: Lot 13 Kaleys 1st Key Number: 71-08-03-384-007.000-026 Commonly Known As: 2506 Linden Avenue Legal Description: Lot 10 Kaleys 1st Key Number: 71-08-03-434-013.000-026 Commonly Known As: 630 Johnson Street Legal Description: Lot 13 Kauffman Place Key Number: 71-08-03-434-031.000-026 Commonly Known As: 641 N Brookfield Street Legal Description: Lot 24 Kauffman Place Key Number: 71-08-10-135-006.000-026 Commonly Known As: 2606 W Colfax Avenue Legal Description: Lot 696 Summit Place 3rd Add Key Number: 71-08-10-180-027.000-026 Commonly Known As: 218 S Meade Street Legal Description: Lot 622 Summit Place 3rd Key Number: 71-08-14-227-001.000-026 Commonly Known As: 900 S Franklin Street Legal Description: Lot 1 Sample & Lafayette Minor Sub 21/22 NP 1072 6/22/2020 be designated as Economic Revitalization Area under the provisions of Indiana Code 6-1.1-12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq.; and WHEREAS,petitioner has agreed to and has accepted responsibility to report any changes in the Key Numbers and legal descriptions to the Department of Community Investment and to the Office of the City Clerk; and WHEREAS,the Department of Community Investment has concluded an investigation and prepared a report with information sufficient for the Common Council to determine that the area qualifies as an Economic Revitalization Area under Indiana Code 6-1.1-12.1 et seq. and South Bend Municipal Code Sections 2-76 et seq., and has further prepared maps and plats showing the boundaries and such other information regarding the area in question as required by law; and WHEREAS,the Community Investment Committee of the Common Council has reviewed said report and recommended to the Common Council that the area qualifies as an Economic Revitalization Area. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. The Common Council hereby determines and finds that the Petition for Real Property Tax Abatement and the Statement of Benefits form completed by the Petitioner meet the requirements of Indiana Code 6-1.1-12.1 et seq. for tax abatement. SECTION II. The Common Council hereby determines and finds the following: A. That the description of the proposed redevelopment or rehabilitation meets the applicable standards for such development; B. That the estimate of the value of the redevelopment or rehabilitation is reasonable for projects of this nature; C. That the estimate of the number of individuals who will be employed or whose employment will be retained by the Petitioner can reasonably be expected to result from the proposed described redevelopment or rehabilitation; D. That the estimate of the annual salaries of those individuals who will be employed or whose employment will be retained by the Petitioner can be reasonably expected to result from the proposed redevelopment or rehabilitation; E. That the other benefits about which information was requested are benefits that can be reasonably expected to result from the proposed described redevelopment or rehabilitation; and F. That the totality of benefits is sufficient to justify the requested deduction, all of which satisfy the requirements of Indiana Code 6-1.1-12.1-3. SECTION III. The Common Council hereby determines and finds that the proposed described redevelopment or rehabilitation can be reasonably expected to yield benefits identified in the Statement of Benefits, Sections 1 through 3 of the Petition for Real Property Tax Abatement Consideration and the Memorandum of Agreement between the Petitioner and the City of South Bend, and that the Statement of Benefits form completed by the petitioner, said form being prescribed by the State Board of Accounts, is sufficient to justify the deduction granted under Indiana Code 6-1.1-12.1-3. SECTION IV. The Common Council hereby accepts the report and recommendation of the Community Investment Committee that the area herein described be designated as an Economic Revitalization Area and hereby adopts a Resolution designating the area as an Economic Revitalization Area for purposes of real property tax abatement. SECTION V. The designations as an Economic Revitalization Area shall expire on December 31, 2026. SECTION VI. The Common Council hereby determines that the property owner is qualified for and is granted property tax deduction for a period of ten (10) years as shown by the schedule outlined below as well as the attachment pursuant to Indiana Code 6-1.1-12.1-17. Year 1 - 100% Year 2 - 100% Year 3 - 100% Year 4 - 95% Years - 95% Year 6 - 90% Year? - 90% Year 8 - 85% Year 9 - 80% Year 10 - 75% SECTION VII. The Common Council directs the City Clerk to cause notice of the adoption of this Declaratory Resolution for Real Property Tax Abatement to be published pursuant to Indiana Code 5-3-1 and Indiana Code 6-1.1-12.1-2.5, said publication providing notice of the public hearing before the Common Council on the proposed confirming of said declaration. SECTION VIII. This Resolution shall be in full force and effect from and after its adoption by the Common Council and approval by the Mayor. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana, on the day of 2023, at o'clock .m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m. James Mueller, Mayor City of South Bend Filed in Clerk's Office JUN 212023 DAWN M.JONESCINCLERK,SOUTH BEND,IN TAX ABATEMENT REPORT TO: South Bend Common Council FROM: Erik Glavich, Director, Growth and Opportunity SUBJECT: Multi-Family Development Real Property Tax Abatement for Advantix Development Corporation DATE: June 21, 2023 On June 21, 2023, a petition for tax abatement was filed by Advantix Development Corporation for a low-income housing project that will result in brand-new infill housing throughout South Bend. Pursuant to Chapter 2, Article 6, Section 2-84.9 of the Municipal Code of the City of South Bend, the 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 Indiana Code 6 1.1-12.1 and all zoning requirements have been met. The Department of Community Investment has reviewed the petitions(a copy of each is attached), investigated the area, and makes the following report. Project Summary Formed in 2007, Advantix Development Corporation serves as the not-for-profit development instrument of the Evansville Housing Authority. Its mission is to own, operate, acquire, and develop housing for low to moderate-income families. Since 2007, Advantix has served as developer and general contractor for both 4% and 9% Low Income Housing Tax Credit development projects. Advantix works with local jurisdictions to develop several types of affordable housing in Indiana and surrounding areas. Advantix is proposing to build 50 affordable housing units consisting of a mix of single- family homes, duplexes, and townhomes. The project will use the City's pre-approved housing plans. This is a scattered site project—which will provide much needed infill housing—on 35 different City-owned parcels, all of which are currently vacant Advantix is competing for Low Income Housing Tax Credits (LIHTC) with the Indiana Housing & Community Development Authority (IHCDA). Project completion is contingent upon receiving a satisfactory LIHTC award. If the project proceeds, Advantix has committed over$14 million to this project. Employment Impact Upon completion of the project, Advantix will create two (2)full-time positions with an estimated annual payroll of$80,000. Tax Estimates Due to being a LIHTC project that will increase the availability of affordable rental units within South Bend, a ten-year(10) multi-family real property tax abatement is being sought. Current taxes are zero—properties are owned by the City of South Bend. Estimated annual taxes after the project's completion: $59,878 Total estimated taxes during the ten-year(10) abatement period: $598,782 o Estimated taxes being abated during the abatement period: $401,037 o Estimated total taxes to be paid during the abatement period: $197,745 Abatement Qualification 1. A review of the tax abatements previously granted finds that the petitioner has not been granted or is associated with prior South Bend abatements. 2. The property is properly zoned for the proposed project. 3. Taxes on the property have been paid in full. 4. A review of the South Bend Redevelopment designation areas finds that the property is in the River West Development Area. 5. A review of the Tax Abatement Ordinance No. 9394-03 finds that the petitioner qualifies for a ten-year(10) multi-family residential development real property tax abatement under Division 9 (Miscellaneous Real Property Tax Abatement), Section 2-84 (Council's Authority to Enlarge Real Property Tax Abatement General Standards). 2 10-Year Abatement June 20,2023 Advantix South Bend Portage Township Residential Real Property Tax Abatement Schedule* Type of Dwelling: Multi-Family Residence -50 units- Estimated Project Cost: $14,000,000 New Construction Property Address: Multiple Properties Tax Key Number: Multiple Properties True Tax Value Method: Income Income Income Income Income Income Income Income Income Income Capitalization Capitalization Capitalization Capitalization Capitalization Capitalization Capitalization Capitalization Capitalization Capitalization Assessed(AV)and Current Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 True Tax Value(TTV) Land(AV) 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 $ 200,000 Structure(Structure TTV) 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238 2,295,238 Gross TTV 200,000 • 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238 2,495,238 Abatement 100%100%100%95%95%90%90%85%80%75% Abatement Deduction 2,295,238) (2,295,238) (2,295,238) (2,180,476) (2,180,476) (2,065,714) (2,065,714) (1,950,952) (1,836,190) (1,721,429) Net TTV 200,000 200,000 200,000 200,000 314,762 314,762 429,524 429,524 544,286 659,048 773,810 Property Taxes Assume constant tax rate of 5.2897% Gross Tax(Tax Rate x Net TTV) 10,579 10,579 10,579 10,579 16,650 16,650 22,721 22,721 28,791 34,862 40,932 Local Tax Credit(8.7112%of GT-DS) 852)852)852)852) (1,341) (1,341) (1,830) (1,830) (2,319) (2,807) (3,296) Circuit Breaker Credit 2,928) Taxes Due 6,799 $ 9,727 $ 9,727 $ 9,727 $ 15,309 $ 15,309 $ 20,891 $ 20,891 $ 26,473 $ 32,054 $ 37,636 3% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% Circuit Breaker Cap 6,000 49,905 49,905 49,905 49,905 49,905 49,905 49,905 49,905 49,905 49,905 Debt Service(0.3997%of Net TTV) 799 799 799 799 1,258 1,258 1,717 1,717 2,176 2,634 3,093 Max Tax Under the Cap 6,799 50.704 50,704 50,704 51,163 51,163 51,622 51,622 52,080 52,539 52,998 Year Abatement Total Tax Taxes Abated Net Taxes Liability Paid 1 100% $ 59,878 $ (50,151) $ 9,727 2 100% 59,878 (50,151) 9,727 3 100% 59,878 (50,151) 9,727 4 95% 59,878 (44,569) 15,309 5 95% 59,878 (44,569) 15,309 6 90% 59,878 (38,987) 20,891 7 90% 59,878 (38,987) 20,891 8 85% 59,878 (33,406) 26,473 9 80% 59,878 (27,824) 32,054 10 75% 59,878 (22,242) 37,636 Total:598,782 (401,037) 197,745 This schedule is for estimation purposes only and assumes constant tax rates equal to those for 2022 Payable 2023 Department of Community Investment The true tax values will ultimately be determined by the actual assessed valuation and the then-current tax rates. City of South Bend Cityof South Bend Instructions:Complete pages 1-3 AND the proper Form S11-1.for Petition for Incentives the type of abatement(real property or personal property) Petition must include a$250 filing fee payable to the City Clerk's Office for which you are applying. before processing can be complete General Information Project Name North Pointe Apartments Project Number Legal name as registered with Secretary of State Advantix Development Corporation Business structure 501c3 not for profit Company website www.advantixcorp.com Proposed Project Information Proposed project address 900 S Franklin St (main location) Parent company name Advantix Development Corporation City,state,Zip South Bend, IN 46601 Legalowner N/A Site acreage or acreage required L/A Is the real estate owned Ownedorleased? Square feet of facility 4,1 62 If leased,by whom? PIzr intact Information Primary company contact name Brandon Snieids Broker&Business Development Manager Address of company contact 500 SE 10th St. Phone 8127223371 City,State,Zip Evansville, IN 47713 Email brandon.shields@advantixcorp.com tI,ipfbrrnation E'f= t Company senior official name Tim Martin Title COO Address of company contact Phone if different from above) Same as above 8124288500 City,State,Zip I Email tim.martin@advantixcorp.com Consultant Information/Agent Hired business consultant/agent name Consultant release?(Y/N) Address Local economic development partners approval?(Y/N) City,State,Zip Email Project Overview Brief description of your company,project,and why the This is a 50 unit, scattered site 9% LIHTC project. The property will property is necessary for consist 50 units scattered throughout the city. Tax sale and BEP unitseconomicgrowthgY will be primarily used. The project will feature a modern design using the city's preapproved building plans. All of our projects are built LEED Silver standards, ensuring long term energy efficient homes. This project is vital as it adds valuable affdrdi Wie0JOf kf -6f bout the city. Affordable housing is essential to the I. . - r .f any city. JUN 212U?i DAWN M J NFS Certifted Technology Park appropriate CITY CLERK,SOUTH BEND,IN Is the project in a Tax Incremental Financing TIF)area? If so,which? River West Have Building Permits been issued?(YON) Number of residential units created by Note-Not eligible for abatement if Yes) N project 50 If this is a petition for personal property tax abatement,has the equipment been installed? Investment Details Public Infrastructure needs Has any 504 funding been What is the value of any equipment being purchased in What is the value of any equipment being Off-site of project in dollars) received? Indiana for the project? purchased from out of state for the project? New Project Investments Calendar Year 2022 2023 2024 2025 2026 2027 2028 2029 Land Acquisition 0.00 Building i.ease Payments 0.00 Building Purchase Costs 0.00 New Building Construction 5 1400000000 Existing Budding Improvements 0.00 New Machinery&Equipment 0.00 Special Tooling/Retooling 0.00 New Furniture/Fixtures I $0.00 New Computer/IT Hardware 0.00 New Software 0.00 On-site Rail Infrastructure 0.00 Omsite Fiber Infrastructure 0.00 y. S "Y_kaar+M- Q _ Q (fin 7- }, t ,. Allem•r'_-t 1/ 1,1 s 7 .ia k Lor L,7:,,I i),ca s.f3 h:`s Qit••z Hili-Time Permanent Indiana-Resident P,o (qps Vn endar Year _ e Calendar Year Jobs retained Hourly Cumulative II of net NEW full time Hourly average wage,w/o Total training Total if to be 8"---1,a—17w a permanent jobs created at project benefits or bonuses,of expenditure- trained-not wap benefits or cumulative net new jobs not cumulative bonuses cumulative 2023 2024 2 20.00 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 Provide hourly wage information for new employees in the following positions. Full time Part time Laborers 20.00 Technical Managerial 20.00 Administrative Who will be the individual responsible for coordinating with WorkOne on recruiting? Does your company have an EEO hiring policy? Yes Are you an EEO employer?Filed in CrZfi.Fs ff'j ra Please list the number of full time and part time minority and/or female Pleasr desaJlt yoSr commitment to employees for the following years: I diversity and Inclusion 12 data ling your Year dutreach and recruitment effort]for the last 2023 7022 2021 II thnpg.Nrs.es wmelt Igtfront4poiicies. Full Time Part Time Full Time Part Time Full Time Par Time L .l Black DAWN I j JUNES CITY B-liItt (dual BEND, IN lHispanic Asian Indian Female Other Complete below for Real or Personal Property Tax Abatement o v. Please sign for all requested incentives. JUN 2 1 202; Public Benefit Item: N w.JUNES Information is required on both the construction companies and the CITY CLERK.SOUTH BEND IN companies which will provide materials purchased for this project. complete the table below with theQualifyPleaseappropriateinformation. If ( Yes or No) Earned Points Available Pointf you qualify for the points,please enter the full amount of available points. 1 Construction Related lContractor;)• A Employ Local Companies(75%) Yes 20 20 B. Purchase Materials from Local Companies(75%) Yes 20 20 C Require Employees vs.Independent Contractors No 0 19 D. Require Prevailing Wage Yes 22 22 E. Require Health Benefits Yes 22 22 F. Require Retirement Benefits Yes 18 18 G. Maintain Affirmative Action Plan Yes 20 20 IISub-total Construction Related: 122 141 2 Wage&Benefit Related(Ownerl A. Pay Target Wage Levels Yes 33 33 B. Provide Health Benefits Yes 34 34 C. Provide Retirement Benefits Yes 29 29 D. Provide Training Yes 28 28 E. Provide Child Care No 0 15 F. Provide Transportation Assistance Yes 14 14 G. Provide Employer Assisted Housing program No 0 9 Sub-total Wage&Benefit Related: 138 152 3 Workforce Related; A. Create New Jobs Yes 42 42 B. Retain Existing Jobs Yes 41 41 C. Maintain Affirmative Action Plan Yes 35 3S D. Provide Targeted Hiring Preference Yes 34 34 Sub-total Workforce Related: 152 152 4 Support a Municipal Facility: Support a SR Municipal Facility(donations to the A. zoo,conservatory,museum,etc.) Yes 84 84 Name of Facility TBD Sub-total Municipal Facility:84 84 Sub-total from Above: 496 539 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.,6-1.1-12.1-1,et seq.,and South Bend Municipal Code Sec.2-76 et seq.,for this petition state the above. Submitted By: Brandon Shields Date: 106/19/2023 I For Staff Use Only Below This Line La.*a : > 2.0/P, 0.1 What is the current assessed value? Real Property: g : O Personal Property: What is the projected assessed value? Real Property: aoy $2,. e 5 Personal Property: What is the tax key number for this project?Pry J 11 %0 f 7 Pik 1 What is the six digit NAICS code? N /^ Please attach a Google map and street view of the location. Please Ilst the amount of real and personal property taxes Real Property Taxes: Personal Property Taxes: paid for the last five years when applicable. Year One A,! J r_) 0 °d.‘1, 11 Year Two Year Three Year Four I Year Five Please full out the following Public Benefit Summary Information and add to total from above. IN,or NI Point Points I Public Benefit Item: Project Related: 5 A. Redevelop a Site that has Special Needs y C/ 1 49 B. Develop Based on Local University Research ti) 35 C. Achieve a Physical Element of a Plan 34 36 t Sub-total Project Related: O 5 120 6 Suoer Size Pro1ectsipoint values are cumulativ_ej: A. 100%to 199% h 1.5 25 B. 200%to 299% y V 1 68 C. 300%to 399% 5 G 5 65 D. 400%and Over 1 St' 52 Sub-total Super Size Projects: 2/0 210 7 Pay for Municipal Infrastructure: A. Pay for Oversizing or Upgrading A 14 B. Pay for 26-50%of Extension Cost I 1 26 C. Pay for 51-75%of Extension Cost I 1 39 D. Pi,for 76-100%of Extension Cost t 1 52 Sub-total Infrastructure Related: 131 Total from Applicant Section: filo-0..11i I e c5 { Ic e Total from Staff Section: 4L-r Total Public Benefit Points: 71i 1 iooc 2 1 ?1iLIJUN l aw l vi i;1NEs R__ ScIUTh BENIJJ Please describe your commitment to diversity and inclusion by detailing your outreach and recruitment efforts for the last three years as well as current policies. Diversity & Inclusion is a commitment we have with an understanding that diversity doesn't mean one person of color, or one person of a different race, or even one gender. Our success cannot be attained without having a team that represents our entire community and those we serve. This starts with acknowledging that there are groups that are underrepresented and that within these groups are a wealth of untapped talent, leadership, and innovation, To achieve this, we enable equality of opportunity through fairness and transparency. Some of the ways we are committed to these initiatives are in our recruitment, hiring, training, and promotions. Our recruitment efforts include posting our positions on many job boards to include diverse job boards, geo fencing through a media company to target many underrepresented groups, job fairs at local colleges, and working alongside our WorkOne partners to provide on-the-job training opportunities to assist those that may not have all the necessary skills we are seeking. Our training efforts include Diversity, Equity, & Inclusion interactive training modules along with microagression interactive training. We have created career path training and mentoring to promote interested individuals as we believe everyone's differences and points of views allows for inclusivity and support for the entire workforce. Filed in Clerk's Office i JUN 2 1 2073I 1 DAWN M.JONES CITYCLERK,SOUTH BEND,IN Advantix Development Corporation — Petition for Abatement Key Number: 71-08-02-187-013.000-026 Filed in Clerk's Office Commonly Known As.• 911 Sherman Avenue Legal Description: Lot 23 Muessels 1st JUN i1C0%1 Key Number: 71-08-02-187-014.000-026 Commonly Known As: 909 Sherman Avenue r DAWN ivi.JONES CiTY Cl RK,SOUTH BEND,IN Legal Description: Lot 22 Muessels 1st Key Number: 71-08-02-304-006.000-026 Commonly Known As: 813 N Cleveland Avenue Legal Description: 16 2/3 Ft S Side Lot 86& 16 2/3 Ft N Side Lot 87 A G Cushings 4th Key Number: 71-08-02-304-007.000-026 Commonly Known As: 809 N Cleveland Avenue Legal Description: 33 1/3 Ft S Side Lot 87 A G Cushings 4th Add Key Number: 71-08-02-307-025.000-026 Commonly Known As: 737 N Cleveland Avenue Legal Description: Lot 95 A G Cushings 4th Key Number: 71-08-02-307-026.000-026 Commonly Known As: 735 N Cleveland Avenue Legal Description: Lot 96 40'N Side A G Cushings 4th Add Key Number: 71-08-02-311-007.000-026 Commonly Known As: 662 Lawndale Avenue Legal Description: Lot 6 Pleasant Home Add Key Number: 71-08-02-311-009.000-026 Commonly Known As: 654 Lawndale Avenue Legal Description: Lot 8 Pleasant Home Add Key Number: 71-08-02-326-011.000-026 Commonly Known As: 1217 Van Buren Street Legal Description: 33 Ft E Side 66 Ft W End Of Lots 81 & 82 & 33 Ft E Side 66 Ft W End 15 Ft S Side Of Lot 83 A G Cushings 4th Key Number: 71-08-02-326-012.000-026 Commonly Known As: 1215 Van Buren Street Legal Description: 33 Ft W Side 68 Ft E End Lots 81-82&33 Ft W Side 68 Ft E Side of 15 Ft S Side Lot 83 A 0 Cushings 4th Key Number: 71-08-02-330-001.000-026 Commonly Known As: 1218 Van Buren Street Legal Description: 36 Ft X 100 Ft Nw Cor Lot 80 A G Cushings 4th Key Number: 71-08-02-330-002.000-026 Commonly Known As: 752 Cleveland Avenue Legal Description: 12 Ft S Side 100 Ft W End Lot 80&28 Ft N Side 100 Ft W End Lot 79 A G Cushing 4th Key Number: 71-08-02-330-003.000-026 Commonly Known As: 1216 Van Buren Street Legal Description: Lot 80 34'E End & 34'E End 28W Side Lot 79 A G Cushings 4th Add Key Number: 71-08-02-330-005.000-026 Commonly Known As: 746 N Cleveland Avenue Legal Description: 35 Ft S Side Lot 78 A G Cushings 4th Key Number: 71-08-02-330-006.000-026 Commonly Known As: 744 N Cleveland Avenue Legal Description: Lot 77 A G Cushings 4th Key Number: 71-08-02-333-013.000-026 Commonly Known As: 716 Sherman Avenue Legal Description: N 35'Ex 10'X40'Se Side Lot 9 All Of Lots 10 & 11 43'S Side Lot 12 Cushing 1st Add Key Number: 71-08-02-333-014.000-026 Commonly Known As: 702 Sherman Avenue Legal Description: Lot 9 88 Ft W End 15 Ft S Side & 88 Ft W End Of Lot 8 Cushings 1st Key Number: 71-08-02-335-001.000-026 Commonly Known As: 632 Sherman Avenue Legal Description: Lot 7 78 Ft W End 33 1-3 Ft N Side Cushings 1st Key Number: 71-08-02-335-002.000-026 Commonly Known As: 1014 Lindsey Street Legal Description: Lot 7 50 Ft E End 33 1-3 Ft N Side Cushings 1st Key Number: 71-08-02-335-003.000-026 Commonly Known As: 630 Sherman Avenue Legal Description: 16 2-3 Ft S Side Lot 7 & 16 i'-' Ft N Side Lot 6 Cushings 1st Filed in Clerk's Office f JUN 21; 11( 4° s; c DA1 Ni. LERKwt, Sc1NO, IN Key Number: 71-08-02-335-004.000-026 Filed in Clerk's Office Commonly Known As: 622 Sherman Avenue Legal Description: 33 1-3 Ft S Side Lot 6 Cushings 1st L JUN 2 1 2023 Key Number: 71-08-02-356-041.000-026 DAWN M.JUNESCommonlyKnownAs: 1411 Linden Avenue CITYCLERK,SOUTH BEND,INLegalDescription: Lot 92 Swygarts 1st Add Key Number: 71-08-02-407-007.000-026 Commonly Known As: 744 Harrison Avenue Legal Description: Lot 98 Cushing& Lindsey Key Number: 71-08-02-407-008.000-026 Commonly Known As: 740 Harrison Avenue Legal Description: 33 Ft N Side Lot 99 Cushing&Lindsey Key Number: 71-08-02-407-009.000-026 Commonly Known As: 736 Harrison Avenue Legal Description: 17 Ft S Side Lot 99& 16 Ft N Side Lot 100 Cushing Lindsey Key Number: 71-08-03-203-028.000-026 Commonly Known As: 1202 Huey Street Legal Description: Lot 212 Mayrs Mich Ave Add Key Number: 71-08-03-227-014.000-026 Commonly Known As: 1322 N Brookfield Street Legal Description: Lot 148 C R Smiths 2nd Sub Key Number: 71-08-03-258-007.000-026 Commonly Known As: 1030 Obrien Street Legal Description: Lot 76 Mayrs Mich Ave Add Key Number: 71-08-03-384-004.000-026 Commonly Known As: 2518 Linden Avenue Legal Description: Lot 13 Kaleys 1st Key Number: 71-08-03-384-007.000-026 Commonly Known As: 2506 Linden Avenue Legal Description: Lot 10 Kaleys 1st Key Number: 71-08-03-434-013.000-026 Commonly Known As: 630 Johnson Street Legal Description: Lot 13 Kauffman Place Key Number: 71-08-03-434-031.000-026 Commonly Known As: 641 N Brookfield Street Legal Description: Lot 24 Kauffman Place Key Number: 71-08-10-135-006.000-026 Commonly Known As: 2606 W Colfax Avenue Legal Description: Lot 696 Summit Place 3rd Add Key Number: 71-08-10-180-027.000-026 Commonly Known As: 218 S Meade Street Legal Description: Lot 622 Summit Place 3rd Key Number: 71-08-14-227-001.000-026 Commonly Known As: 900 S Franklin Street Legal Description: Lot 1 Sample & Lafayette Minor Sub 21/22 NP 1072 6/22/2020 Filed in Clerk's Office JUN 2 1 `I_f171 DAWN M.JONES CITY CLERK,SOUTH BEND,IN Filed in Clerk's Office 1'-!,:•, i, STATEMENT OF BENEFITSx JUN 2 1 ?_02 zo 23 PAv 2024REALESTATEIMPROVEMENTS State Form 51761(R7!1-21) DAWN M.JONES FORM SB-1/Real Property ate% Prescribed by the Department of Local Government Fi CITY CLERK,SOUTH BEND INPRIVACY NOTICEThisstatementisbeingcompletedforrealproperlythatqualifiesundertheoowit11ar13eode- Any information concerning the cost Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of the property and specific salaries paid to individual employees by thel] Residentially distressed area(IC 6-1.1-12.1-4.1) property owner is confidential per IC 6-1.1-12.1-5.1.INSTRUCTIONS: f This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area Otherwise,this statement must be submitted to the designating body BEFORE the redevelopment or rehabilitation of real property for which the person wishes to claim a deduction 2 The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the initiation of the redevelopment or rehabilitation for which the person desires to claim a deduction 3. To obtain a deduction.a Form 322/RE must be filed with the county auditor before May 10 in the year in which the addition to assessed valuation is made or not later than thirty(30)days after the assessment notice is mailed to the property owner if it was mailed after April 10. A property owner who failed to file a deduction application within the prescribed deadline may file an application between January 1 and May 10 of a subsequent year 4 A property owner who files for the deduction must provide the county auditor and designating body with a Form CF-1/Real Property. The Form CF-1/Real Property should be attached to the Form 322/RE when the deduction is first claimed and then updated annually for each year the deduction is applicable IC 6-1.1-12.1-5.1(b) 5 For a Form SB-1/Real Property that is approved after June 30. 2013, the designating body is required to establish an abatement schedule for each deduction allowed, For a Form SB-1/Real Property that is eperoved poor to July 1 2013. the abatement schedule approved by the designating bodyremainsineffect. IC 6-1.1-12.1-17 SECTION 1 TAXPAYER INFORMATION Name of taxpayer Advantix Development Corporation oAddress f taxpayer Nressand slrcct: 500 SE 10th Street n- Evansville State: IN ZIP 47713 Name of contact person Telephone number E-mail address Eust _:,:e Tim ut Narne Martin 812) 428-8500 tim.mertin@advantixeorpeom SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution numberCommonCounciloftheCityofSouthBend Location of property Co.nty DLGF taxing district number r,ar.,is,re,. See attached list t;t,. St. Joseph Descnption of real property improvements.redevelopment,or rehabilitation(use additional sneers'I necessary) Estimated start date(month,day.year) Construction of 50 new housing units throughout the city using 9% LIHTC funding.Estimated completion date(month,day.year) SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current NumberO Salaries$ O Number Retained O Salanes $ O Number Additional 2 Salaries$ 41,600 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 200.000 Plus estimated values of proposed project 314,000,000 Less values of any property being replaced 0 Net estimated values upon completion of project I 14 200.100 0 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) I Estimated hazardous waste converted(pounds) 0 Other benefits SECTION 6 TAXPAYER CERTIFICATION I hereby certify that the representations in this statement are true. Signature of authorized representative Date signed(month,day year) wit-oZ Z L. i 6/20/2023 Printed name of authorized representativeTtle COOTimMartin Page 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1.provides for the following limitations: A. The designated area has been limited to a period of time not to exceed calendar years`(see below). The date this designation expires is NOTE. This question addresses whether the resolution contains an expiration date for the designated area B. The type of deduction that is allowed in the designated area is limited to: 1.Redevelopment or rehabilitation of real estate improvements Yes No 2.Residentially distressed areas Yes 0N C. The amount of the deduction applicable is limited to$ D. Other limitations or conditions(specify) E. Number of years allowed: Year 1 Year 2 Year 3 Year 4 Year 5 ("see below) Year 6 Year 7 Year 8 Year 9 Year 10 F. For a statement of benefits approved after June 30,2013,did this designating body adopt an abatement schedule per IC 6-1.1-12.1-17? Yes No If yes.attach a copy of the abatement schedule to this form. If no,the designating body is required to establish an abatement schedule before the deduction can be determined. We have also reviewed the information contained in the statement of benefits and find that the estimates and expectations are reasonable and have determined that the totality of benefits is sufficient to justify the deduction described above. Approved(signature and title of authorized member of designating body) Telephone number Date signed(month,day,year) Printed name of authorized member of designating body Name of designating body Attested by(signature and title of attester) Printed name of attester If the designating body limits the time period during which an area is an economic revitalization area,that limitation does not limit the length of time a taxpayer is entitled to receive a deduction to a number of years that is less than the number of years designated under IC 6-1.1-12.1-17. A. For residentially distressed areas where the Form SB-1/Real Property was approved prior to July 1.2013,the deductions established in IC 6-1.1-12.1-4.1 remain in effect.The deduction period may not exceed five(5)years. For a Form SB-1/Real Property that is approved after June 30, 2013,the designating body is required to establish an abatement schedule for each deduction allowed. Except as provided in IC 6-1.1-12.1-18,the deduction period may not exceed ten(10)years. (See IC 6-1.1-12.1-17 below.) B. For the redevelopment or rehabilitation of real property where the Form SB-1/Real Property was approved prior to July 1.2013,the abatement schedule approved by the designating body remains in effect.For a Form SB-1/Real Property that is approved after June 30,2013,the designating body is required to establish an abatement schedule for each deduction allowed.(See IC 6-1.1-12.1-17 below.) IC 6-1.1-12.1-17 Abatement schedules Sec.17.(a)A designating body may provide to a business that is established in or relocated to a revitalization area and that receives a deduction under section 4 or 4.5 of this chapter an abatement schedule based on the following factors: 1) The total amount of the taxpayer's investment in real and personal property. 2) The number of new full-time equivalent jobs created. 3) The average wage of the new employees compared to the state minimum wage. 4) The infrastructure requirements for the taxpayer's investment. b)This subsection applies to a statement of benefits approved after June 30,2013. A designating body shall establish art abatement schedule for each deduction allowed under this chapter. An abatement schedule must specify the percentage amount of the deduction for each year of the deduction. Except as provided in IC 6-1.1-12.1-18,an abatement schedule may not exceed ten(10)years. c)An abatement schedule approved for a particular taxpayer before July 1,2013.remains in effect until the abatement schedule expires under the terms of the resolution approving the taxpayer's statement of benefits. Filed in Clerk's Office Li JUN ? 1 2023 DAWN M.JONES CITY CLERK,SOUTH BEND,IN Page 2 of 2 Aerial and Street Views Scattered Sites on the West and Northwest Side of the City vet - r- t 1 1 51 t-k+i5AR f---,-. ,,_ _.: . r i e ti...., . -- ..,.c ,1:4:0 L:)N(LE,' 1 i` .J T 10.x' Ti OZ ' 4'.P 1,• ,-,u ll .'' 3 IF ;it 4'.4 ''le, -. :^- 0 ln i FASSNACHI "If m t sem O r• h' rl °; S 1LT: r ... aw«r 4.70 d w . ropy_ i`T 71 .4e law I NCE ., rti! r 4S1 Irk•, ,_r t _!23..1 alt`de mt.,k-! I J ya. 110 t" y ik m. ii ,..,:i 4, ti..".,114. 4,1 : 1,, ,„? . 4 et L...i. , 110 41 y r,ars J t 4- —1 a 6.-1r' .Y._i _ ;--$ 1,- ' i# .... i,. -a4 -1 --.J p- m -.. 1 "_J -:,, CO --Y_. T Z7 T1 N moi NIA nt -. 4 O r T 41? 4 4 7 J 3_.:..J m1 41 lo ,—;._.,,,,;. 1 108Wf1H ' 1 t it 7.7 4Y # .:. 1 , 1 -.. ' ,ii./4 5, is A _ .- ^- M r) S b, 4 4.4.-4 ,° - .— j __3 J A..4..1 — - , y. i l i N i-• 'gfr i& ', ;gy p"ri.-'. 5 moi. '' Zi ua K 3 f k Y i f t 4*Ai+.' P. 1 l-_ 1 t N js4 4,p w- c 4 , i 4', N/7' ,, d 4,• i .,S41- . aF kyr act.; +'. :' k, j a I t Y- r irt- m : 11-,+ri -.- am y .'' .. -U •„rti lk etyry rr J l, ,, y1 r 1•c,5 ? is x- Att =A : . rm. 1 y °nR OM W 6qSIw-,= '---- t *. . r A 46z M:_ r- vim.,4-0,,r 0.1 y '- JJ -J.1, • x' t 4r ' , • ,.i N itlb0 4 j y a 43. -1 : i •4 dill' I'.-1 t T- SMI I- i `'`` LINDEN 0- ,1. W,.., col 3 i, i Z 11 1 n. 1- P‘ otAtli. l;,,,rL I 71 A`J TTa 0, 1! 4„, I e 1' 44,- t ORANGE a Lu_ t ii I' WASHINGTON LFII. -, i y , i I" f-.11..t 11 t ‘.. A, - 1 1 i,,-.-;-.4,• -41/4.,, __i . .ii r" n-, ' 1-1-1 Ili _. r V•• J M1yt ir`", mow. 44k. + ice' 4. r 1 3. 1 rt 1 {4119111"::::) ' :' Il: AGN s F-_, c - -if -"I -- -- .4 AreA:„. G... •..y , * 4.11,.... 0 )4 o . South of W. Sample Street Between S. Lafayette Blvd. and Franklin St-eet (3.2 acres) rt. l 9 s r 0 01 II GD i ( I II II 01640024061 I lig t r. iI I. 1 N N '' 1. 01114002406101 0164002-006142 Y0 o1 J 1 4 ir -imminil View Looking West-Southwest from W. Sample St. and S. Lafayette Blvd. View Looking North-Northwest from S. Lafayette Blvd. iggl - q +n+ .4;. :,.., _..,.,...,,,.. ;• ,... •.., .r,._...t..a-,- SIF .47,44_.. ....,.;.04, i --a*,. .: = C kyr amnsuen3;oAR98101012i0d3211d11NNdZZOZ Rmuo4nV8uisnoMmuCIINvAcnh7lVH3uoiUeaodaoD I1557luawdoianaaxiluenpd allinsuen310ADDatifJo kliaoufnd6uisnoH S3I1IWVJ ±èiOddflS0± SNOI1VNflOJNIdIns riummul-g- i ' ' V 3ES 7 MISSION STATEMENT To promote adequate and affordable housing, economic opportunity, and a suitable living environment free from discrimination. GOALS & OBJECTIVES: Expand supply of assisted housing Improve quality of life and economic viability Improve quality of housing Promote self-sufficiency Increase choices in assisted housing Ensure equal opportunity BOARD OF COMMISSIONERS David G. Hatfield i,apnne crguers-Commissioner Glenda B. Hampton-Commissioner Sabino Humbane-Commissioner Mitrfred Tha-k - Commissioner Dianna McGuire-Resident Commissioner BOARD OF COMMISSIONERS ne Evansville mousing AutnoHty is ieu oy a seven-member pBoardofCommissioners, appointed by the Mayor of the City of Evansville. Commissioners serve staggered four-year terms J and may be reappointed for additional four-year terms. The Board is responsible for establishing the strategic vision of the agency, adopting policies, approving budgets, making major financial decisions, and hiring an Executive Director to lead the organization. EHA also has an affiliate non-profit organization, Advantix Development Corporation, which supports the development Board of of new affordable housing in Evansville arid surrounding area,Commissioners Both boards are affiliated but operate independently. In November 2022, the Board of Commissioners and other Executive Staff attended a Board Retreat to discuss Executiveredevelopmentopportunities, tax credits, and the future of affordable housing. Portions of the strategic planning session Director / CEO included an overview of the Asset Management portfolio and operations going forward. The retreat concluded with a refresher on Roles and Responsibilities of the Board of Commissioners. The Board Retreat was held at the Fifth Third Bank building and facilitated by Michael Synie, Partner of Fox Rothschild, LLP. 1040 Re+porsib;br;es O! - Connnis nrrars - 1 Vis .,40 4 I II` r v . a rxlL 2 1500 SE 10th Street•Evansville,IN 47713 LETTER FROM THE MAYOR On behalf of the City of Evansville,Indiana,I am rpleasedtojointheEvansvilleHousingAuthority as it presents its 2021 Annual Report. VDI PN! Each year, the City of Evansville prepares a CITY OF EVANSVILLEConsolidatedPlanforsubmissiontotheU.S. Department of Housing and Urban Development. This plan illustrates Evansville's commitment to increasing the supply of decent affordable Advantix.In July 2021,the City was honored to join the local developer housin and management agent during the Grand Opening Ceremony for g, providing services to selected low Evansville Townhomes.This tax credit development project added 30 income populations, developing the local economy, and providing newly constructed affordable housing units in a multi-story buildingpublicservices. EHA,and its non-profit entity,Advantix Development as well as community space for meetings, offices,programming,andCorporation,have been integral in this combined effort.They continue resident engagement. to expand their strategy of providing affordable housing through new and innovative approaches,as you will see demonstrated throughout It is clear that the Evansville Housing Authority embraces the "E is this report.Low Income Housing Tax Credit development projects and for Everyone"concept as it connects,contributes,and celebrates the utilization of the City's Promise Zone designation are prime examples people of this community year after year.I encourage EHA's leadership to name a few. and staff to continue on their current path of sustainability, and I As direct appointees from the Mayor's office, I would also like to commend them on their dedication to make improvements that will personally commend the Evansville Housing Authority Board of ultimately benefit citizens of our great city. Commissioners for expanding their wealth of knowledge over the years as they also continue to guide the ever-growing directives of Mayor Lloyd Winnecke r 41.0 P LETTER FROM THE EXECUTIVE DIRECTOR / CEO n, an incr_ joie year of Building ciC30 treated jobs that generated income to be disbursed back Foundations to Support our Families! into the economy. Advantix is also making this happen in other There are essential items necessary in life cities throughout the state of Indiana. Irilkttil for individuals and families to feel safe and Transformation, by developing newly constructed quality secure before they can obtain viable jobs, affordable housing, is the driving force behind Advantix care for their families,and be an asset to the Development Corporation. Advantix continues with its mission community in which they live. One of those and is now working on Evansville Townhomes III, KHA RAD I in necessities is shelter. As you look through Kokomo, and 34 East in Marion. In addition, we were recently the EHA/Advantix 2022 Annual Report, awarded tax credits for development projects in the cities of notice the multitude of ways this organization is doing exactly Princeton, Marion, and Muncie. that and more! We're building foundations with bricks and mortar, but that's only the beginning. Supporting our families is EHA and Advantix continue to set the bar of excellence in the accomplished by providing them with a higher quality of housing, housing industry as opportunities and accomplishments achieved connecting them with a variety of resources throughout the by our staff continue to take the agency to new heights.The growth community to assist in ways they never knew existed,and having of Advantix is nationally recognized, and our work is considered a genuine concern for each person in need of our services. leading-edge. Special thanks to our Board of Commissioners for leading the way, our team of dedicated hardworking employees We most recently celebrated the completion of 38 newly that believe in the mission to provide for individuals we serve, constructed affordable units in a 3-story apartment building and to our external partners for supporting us along the way.We in Evansville, Indiana. Eight of those units are set aside for couldn't do it without each and every one of you! permanent supportive housing for individuals with intellectual or developmental disabilities. This means we will offer wrap- around services to help break barriers these residents most likely experienced for the majority of their lives.This newly constructed Rick Moore, Executive Director/CEO development not only created additional affordable housing but www.advantixcorp.com I www.evansvillehousing.org 13 WHO WE 4 413 SERVE MEMBERS 6% Other 3% Hispanic 54% Black 97% 75% Non-Hispanic Female RACE ETHNICITY GENDER 1 , 929 1O, 665 \ COVEA CHILDREN FOR FAMILIES IN THE HOUSING CHOICE VOUCHER PROGRAM 1,549 SENIOR / DISABLED RESIDENTS EHA CONTRIBUTED 16. 8M TO THE LOCAL ECO \ OMY ADVANTIX CO \ TI3UTED 19 . 2M TO THE ECONOMY THE ORGANIZATIONAL ASSESSMENT IS UNDERWAY WITH GROWTH COMES STRATEGY FOR CONTINUED EXCELLENCE! EHA issued a Request for Proposals (RFP) to solicit qualifieu firms interested in conducting an Organizational Assessment and Salary Study for the Evansville Housing Authority and its non- profit development entity,Advantix Development Corporation. Out of four proposals received, the Board of Commissioners and the Proposal Review Committee selected Human Capital Non-Profit Initiatives,LLC(HCi)to conduct the assessment.The project began General Limited in November 2022 and is expected to conclude in March 2023. PHA Co- Partner Partnership HCi is in process of assessing current organizational structures, Developer operational functions, compensation, and levels of staffing for both EHA and Advantix.Staff interviews are also being conducted to determine workflow efficiencies and provide recommendations as needed.HCi has extensive experience providing these services across the United States, and we're confident they will meet objectives as originally outlined in the RFP. Stay tuned for the 2023 Annual Report to see implementation effort ADC v1505 Inc -Vision 1505 LP based on results from the EHA/Advantix Organizational Assessment EHA RAD I LP 0c i Evansville RAD V One LLC y EHA RAD II LP ip a .41)ros THg Evansville RAD EHA RAD IV LP Viptik j Four LIC 0 Corydon SSL LLC - CSSL LP ir 1°4\ill. E Evansville LLC - Evansville Townhomes LP j v_ EHA Advantix ON''' '.'i,,,,, .',.2,:;..,94). RVV LLC - River View Vincennes LP Trailside Trailside Townhomes GP - Townhomes LP LLC SP Kokomo LLC - Trailside II . . Commons LP ET 2 Evansville Evansville LLC -ownhomes II LP KHA RAD ONE KHA RAD 1 LPiii1i1LLC I Erie Evansville Erie Pointe LP LLC www.advantixcorp.com I www.evansvillehousing.org 15 PICNIC AND HOLIDAY MEALS BRINGS OUT EMPLOYEES FOR FOOD, FUN! This year we hosted a picnic for the Evansville area employees The holiday season is one of the busiest times of the year, and at Burdette Park and at Rodgers Pavilion in Highland Park for our staff worked hard to make holiday magic for our clients the northern Indiana employees. Under sunny blue skies,staff and residents. In turn,we also wanted to celebrate the people members enjoyed a shrimp boil and activities designed to who make everything possible...our employees! Our annual express thanks for the integral role they place in our purpose holiday meals were a huge success.The Evansville area staff and mission. enjoyed a luncheon at Comfort, by the Cross-Eyed Cricket, and the Northern Indiana staff enjoyed a luncheon at the Kokomo Country Club. r. t. :r Vd a.' Q -F. 101101. , :._A fli' ti - E F o 4.. s x. i t.... ,I k 4 moo., 1'64, :o-. r, 6 1500 SE 10th Street•Evansville,IN 47713 HUMAN RESOURCES ANNUAL REPORT The Human Resource Department(HR) has the primary respond to their needs. HR handles a variety of work products responsibility for managing,assisting,and dealing with all and creates and processes several different documents. employee-related matters including such functions as policy Our goal is to provide an exceptional employee experience administration, recruitment process, benefits administration, and to understand and plan for the needs of our workforce employment and labor laws, new employee orientation,training while always listening to concerns and questions. We strive to and development, labor relations, personnel records retention, address every question, provide opportunities for direct input, wage and salary administration,and employee assistance and keep service decisions in mind. programs. HR works closely with all departments to support and EHA EMPLOYEES — 27 ADVANTIX — 57 EHA GENDER ADV GENDER EHA ETHNICITY ADV ETHNICITY 3% 3 HISPANIC 2 OR MORE 13%RACES 2 OR MORE RACES 81% 65% 62% o FEMALE MALE WHITE 78% WHITE EHA GENERATIONS AT WORK ADVANTIX GENERATIONS AT WORK 11%1 BABY BOOMERS 41% GEN Y/ GEN X 115% 30% 15% MILLIENIALS GEN AirGENY MILLIENIALS Nearly 74%of Full-Time and Part-Time employees were Work In the Future born since 1965. Generational shifts bring changes to our workforce's wants,needs,career interests, and skills—and in EHA&Advantix Human Resources is repositioning to address the how work will be done. changes associated with the growth of the organization. HR will be exploring ideas to meet current and new workforce dynamics We are not a separate department and are fully immersed and and will lead the way in meeting the new future of work. integrated in the EHA and ADV community. Customer needs are our needs,your goals are our goals,and we hear you! How can Our focus for the new year will include: we help? Implementation of proposed changes from the Organizational Assessment results What We Delivered Adding another member to the HR staff to help meet the Diversity&Inclusion training initiatives (ongoing) needs of our employees and support of our departments Safety Training(ongoing)which has reduced the Recruiting a diverse workforce number of workplace injuries Improving total rewards, including benefits and compensation Formal Orientation program created Updated employee personnel manuals Added an additional Training Platform(Gracehill Vision) www.advantixcorp.com I www.evansvillehousing.org 17 ADVANTIX TEAM MEMBERS NOMINATED FOR EXCELLENCE 2022 MIDWEST AMC LY CONFIER NICEAWARDSBYTHEINDIANAAPARTMENTASSOCIATIONTHEPREMIERMULTIFAMILYEVENTINTHEMIDWESTI 2022 Grace McFadden Manager of the Year Finalist 2022 Rick Stapp Regional Supervisor of the Year Finalist Marisa Tidwell Jolie Green Our very own, Marisa Tidwell, was selected as a finalist for the You know you're doing something right when you have TWO Grace McFadden Manager of the Year award by the Indiana nominations for IAA's Awards of Excellence within your Apartment Association (IAA). EHA and Advantix employees organization! Jolie Green was selected as a nominee for the traveled to the Midwest Multifamily Conference in Indianapolis, Rick Stapp Regional Supervisor of the Year award. Jolie began Indiana in October 2022 to show support for an employee that her work with Advantix in February 2021 and has proven time has gone above and beyond for others throughout her tenure and again that she is up for any challenge that comes her way. with EHA and Advantix. In order for IAA to select a winner Her passion to provide exceptional service to both residents and from the nominees, staff detailed many examples of Marisa's her employees without wavering is a quality to be commended commitment to managing properties and caring for residents on locally and throughout the state. EHA and Advantix employees a questionnaire and also created a video submission of interviews also answered a questionnaire,submitted a video highlighting the with Marisa, supervising staff,and employees that have seen her magnitude of Jolie's accomplishments,and attended the Midwest in action along the way,This nomination gave us an opportunity Multifamily Conference to show support for being selected as a to tell the true story of her dedication... Advantix,thanks you, finalist for this prestigious award. Marisa, along with hundreds (probably thousands) of residents you've assisted throughout the years! 4 ' 4 ., ' 1 - ilii` fi ' ..6 M I y;` r Marisa Tidwell and Jolie Green IAA Finalists Award Ceremony 2022 Rick Stapp Regional Supervisor 2022 Grace McFadden Manager of the Year NOMINEES of the Year NOMINEES Christina Carr,IC.Hart Company,Inc. Glanina Chard,in Good Company Allyah Clark,Autumn Breeze Marisa Tidwell,Evansville Townhomes I Larissa Davis,Edward Rose&Sons Erica Harrington,The Depot at Nickel and 11,John Cable Apes,Scattered Sites Jolie Green,Advantix Development Corporation Plate Niko!Weidner,Echo Park atPerry Melissa Quakenbush,Sundance Crossing/Apex at Perry CrossingAshlynNave,Becovic Management Group of Indiana Apartments Jaime Thompson,In Good Company Karrie Seufert,stonewaterat the Karl Turbeville,Gene B.Glick Company,Inc. Riverwalk Tina Warner,PMR Companies 8 1500 SE 10th Street•Evansville,IN 47713 ADVANTIX AWARDED 3 TAX CREDIT PROJECTS The Indiana Housing and Community Development Authority MUNCIE, INDIANA: Advantix will construct Southern Terrace, IHCDA) announced that Advantix Development Corporation has consisting of 50 newly constructed units of affordable housing using been awarded Low-Income Housing Tax Credits (LIHTC) for three vacant property, much of which was blighted property acquired affordable housing projects in Indiana. Out of 33 total applications through tax sale.Ten of these units are set aside for residents with submitted throughout the state of Indiana, Advantix was selected developmental or intellectual disabilities. All of the units are high- for 3 out of 17 projects that were awarded. Advantix estimates quality, lease-purchase units and will pave the way to help the total investment for the 3 projects combined will equal over$32.6 families we serve to become homeowners. Advantix will serve million upon completion.as the developer, general contractor, and property manager. The PRINCETON,INDIANA: The Princetown Place project will create 44, estimated investment for this project is$11.8 million. high-quality, affordable, two-story townhome units located in the MARION, INDIANA: 38 South creates 24 newly constructed units center of downtown Princeton. Using property currently occupied of affordable housing using abandoned property acquired through by a dilapidated former school building whose roof was destroyed tax sale. In addition, 24 existing units of affordable housing will in a storm, nine newly constructed buildings and a Community be rehabilitated. Ten of these units are set aside for residents Center/Office facility for use by all residents will be constructed. with developmental or intellectual disabilities. Advantix will serve New streets, curbs, parking, and utilities will be included in the as co-developer, general contractor, and property manager. The overall development. Advantix will serve as the co-developer, estimated investment for this project is$9.9 million. general contractor, and property manager. The total investment All three projects are expected to begin in January 2024. after all is said and done will be approximately$10.8 million. Alga 1.r a V .Y.r V.11111=': . -- Is . i.', V j` t 1 r ,y. m r LIIry% Two-Story Townhomes 1' 1 I if-7' - T' ` WI FRONT BUILDING ELEVATION SIDE BUILDING ELEVATION eiArSingle Family Home Construction www.advantixcorp.com I www.evansvillehousing.org 19 ADVANTIX CONTINUES TO BUILD FOUNDATIONS AND TRANSFORM COMMUNITIES! PROJECT STATUS PROPERTY NAME OF UNITS COMPLETE: VISION 1505 32 RAD I — Buckner, Kennedy, White Oak, Schnute 438 RAD II —Caldwell Homes 121 RAD IV— Fulton 194 RAD V—John Cable, Bellemeade-Line 45 Advantix Scattered Sites 18 Corydon School Senior Lofts (Corydon, IN)45 Evansville Townhomes I 60 River View (Vincennes, IN) 44 Trailside Townhomes (Kokomo, IN) 45 Sargent Place (Kokomo, IN) 35 Evansville Townhomes II 60 Erie Pointe 38 IN CONSTRUCTION: KHA RAD I (Kokomo, IN)335 Evansville Townhomes III 64 34 East (Marion, IN) 42 APPROVED AWARDS: Princetown Place (Princeton, IN) 44 38 South (Marion, IN) 48 Southern Terrace (Muncie, IN)50 APPLICATIONS:Sterling & Main (Elkhart, IN) 50 Marion Housing Authority— RAD (Marion, IN) 320 KHA RAD III (Kokomo, IN) 175 CURRENT Lake Metropolitan Housing Authority (Painesville, OH) 240 DISCUSSIONS: TOTAL PROJECTS/ 23 2543 UNITS: 10 1500 SE 10th Street•Evansville,IN 47713 RESIDENT SERVICES DEPARTMENT As we try to get back to the new"norm"and swing of things... in-person collaborations were high on the list and F 2022 proved to be a busy year for Resident Services! After A ? —' conducting presentations at all 7 properties, Resident Initiatives ire Coordinator, Wendy Laffette, initiated and set forth the voting wk.. rules.Officers were then nominated and voted into office. The officers were sworn in and given the"Oath of Office".4 ..Presentations and voting procedures were also conducted at Riverview Apartments in Vincennes, Indiana,as well as Kokomo, Indiana at Terrace Trace Towers and Civic Center Towers. success of this event is due to huge efforts and colLr, In collaboration with the coordinator, Resident Councils have with distributors,the attendance of our residents, and all the been supportive of holding events at each site. Riverview hard work of the EHA and Advantix Staff. And let us not forget Apartments held its first event, hosting the Williams' Brothers receiving assistance frorii the awesome participants Health Care Pharmacy as requested by many residents. Other of Youth Build!" sites also welcomed a host of vendors who presented and The Fall of 2022 was no less busy! Back-to-school events were passed out pamphlets and other'freebies'. Some of those held at site locations to prepare children for the new school included: Buckner Tower-Roxie McCool with Angels Care Home Health; Kennedy Tower-Smoke-Free Communities;White Oak year. Advantix Management staff sponsored a "Back to School Cookout"at Fulton Square Apartments. Dozens of families Anthem Medicaid/Medicare;and Fulton Square and Evansville came out to socialize and receive free lunches,backpacks, Townhomes-Genevieve McGuire, Director of Right to Life of school supplies, and haircuts. The event was sponsored byIndiana,to name a few. the Salvation Army and Salon Professional Academy of In August of 2022, Evansville Housing Authority held its Evansville, Indiana. 2nd Annual Community Resource Fair. Over 30 vendors Resident Services has been a vital factor in communications, and distributors were in attendance on this picturesque resources, and advocation for better relations,trust, and respect day. Hundreds of residents and people from the community between residents and administration. We look forward to 2023 came out to support this event and take advantage of the and additional opportunities the Resident Services department vast resources, information, and giveaways made available will generate for our families. to them. Resident Initiatives Coordinator. Laffette said, "The twase fit w , a: 1 F1' J it d. 1 r ht t. a y mi, r S theL eagae 1...., $. , , . tic, BEA VOTE4 ar p, RlfgA' 2—v.0 eggsi....,.. --,: t•-.14. - - i Ler 1 • www.advantixcorp.com I www.evansvillehousing.org 111 FAMILY SELF-SUFFICIENCY PROGRAM H 2022 HIJu ,-,v, F,1, 3 ti, 1.',., ,.t.t II Sufi I ,:trl,_y (F> l P.m.?, 1__, t ti- H- i,',II,: 20 clients graduated from FSS 7 clients graduated from i. . 51 5' It ,SII", -Cr':I I rIr 11r ,11r , - with a total of$121,403.68 FSS/GAIN with Stephen 1 i• i H,.k 0.1,, I I'..),t , , "J 1 -i r,:, -II Ir i' ' . I, Cr.,„.,. awarded in escrow Ralph from Evansville n1 i, HI' ; FS, , ;r rr1 I 1 .,, $34 was lowest escrow Christian Life Center I:II: tr'c- Ili n..r.-,n..; n, -,uI, 'o .1 -,;,,, ' - and$20,104.84 was 7 FSS enrollments highest escrow 6 Emergency Housing 4 FSS clients graduated from Voucher(EHV)participants Over tho I; 1-.!- y..,-ir, i tnra, ,1 'I ? , ,. •'rr, 11 I '1L 1i.1r 'il 11 F, FSS and purchased homes enrolled in FSS program 13 workshops were offered throughout year+10 ISS GAIN sessions Financial Psychology Nourish Program) M Ben Joergens Dealing with DebtT 1OldNationalBonk) Tori Dillinger Budgeting HOPE of Evansville) y I 1 Ben Joergens Homeownership Old National Bank) Counseling r One-on-One Budgeting Nikki Waller TM w ,..- Ben Joergens HOPE of Evansville) lioi u Old Notional Bank) Homeownership Coping with Anxiety& Birdie Harrison d A. Difficult Emotions Habitat for Humanity) FSS Graduate FSS Graduate duate Patrica Watkins EHA Homeownership Ivy Tech with Voucher Community College)Assistance Program GAIN Program Series Ginny Smith(EHA) v Al- illr 10 Sessions) Medicaid Benefits Stephen Ralph Joanna Wilson(Anthem) Evansville Christian 1- Life Center) Vision Boards i: I Sharon Gillespie Meal Planning,Shopping, (Maglinger Cooking on a Budget Behavioral Services) Amanda Bradshaw-Burks ice G. a ung:.: FSS Graduate raduate uate y os J A I.,/,-r, i''_ -ll. 1', 4 Illi i.-_, I I:_ I.-I [I' ,iv UI'',II closely with EHA leasing agents by encouraging them to discuss rhe I- proeram with ti)eir clients anti ft00wini up in referrals t0 41" ii j5-' 'i, a a\,ts.. j Homeownership Workshop nership Workshop FSS Graduate FSS Graduate 12 1500 SE 10th Street•Evansville,IN 47713 YOUTHBUILD 2022 Individual growth mindset became more with the Tri-state Food Bank, Youth Build Evansville was able to evident through excitement and buy in from build an internal food pantry that has served over 1000 pounds Youth Build participants in 2022.Enrollment of food. A local bank partnered with us to provide financial YOUTHBUILD sits at just over 40 youth as we enter literacy courses. s""E our second year of programming.These Work One was a weekly service provider in case management youth have completed mental toughness and supportive service support. Utilizing their Neighborhood and engaged in goal setting through the Navigators program, our students were able to participate in development of their IDP(Individual Development Plan). paid internships with Advantix and Carver Daycare... 66%of Walking hand in hand with students as they overcome daily our participants obtained full employment as a result of challenges and celebrating successes,YouthBuild Evansville these partnerships. boasts over half completion and over 70%attaining measurable skills gains.Our students also proudly retained a 0% recidivism Partnerships with several employers have unfolded over the rate for program year 2022. past year, and we look forward to continuing conversations around how YouthBuild Evansville can provide quality We made several community alliances to provide assistance programming and excellent candidates into the workforce. to our young people. We connected with the local food bank who provided a list of locations and times where students in Together we can"Build Better Lives!" r,er,d ,-,,,, ,-i t-,,-, , ! h-,r n,,:,,1 e •_i, .day.Working together. FSS SUCCESS STORIES: 64.. When Lisa started the FSS program, 4 ... _ , she was not J1aemployedand =FA r received assistance 1 A 4 through Food iir it Stamps and TANF.t it AShemetwith Jnn ._./ i t WorkOne during Homeownership her job search and I Graduate FSS Graduate then worked for ARC of Evansville for over 4 years. One of the last goals that Lisa needed to accomplish was to acquire her High School Equivalency J{JJIJ HSE) certification. She worked with the Vincennes University Adult Education Program at Trinity Church and then studied on her x y PPP° own to eventually complete her HSE testing at Ivy Tech. Lisa has 1--, y Q worked hard to accomplish her goals in order to graduate from the FSS program. This was accomplished in December 2022 and she vi6 IP t ,;;,,. received her escrow.. with constant support and encouragement a` from her FSS coordinator,Ginny Smith. 1 V< 7t• • ik Lakesha started the FSS Program in March 2017 and has worked4 it ' !'' `° consistently while in the program. She changed jobs in the last year, Ai- 1 4 however, those changes were all for increases in pay or benefits. Lakesha graduated from ESS in March 2022 and received her escrow. Lakesha was also involved in Habitat for Humanity and has worked hard to complete all the requirements. Lakesha closed on her Habitat house on August 1, 2022 and became a homeowner. She was also able to utilize the EHA Homeownership with Voucher m' d_"_ a . ' I' Assistance program. Lakesha worked hard to accomplish this goal • iti ,,..,.,.5,-",-of homeownership and encourages all to utilize resources made . . s i ;+' s. -r_",, lavailablethroughEHA,Habitat for Humanity,and HOPE of Evansville I 1 W1X to name a few. ti , Aro`` 4....G www.advantixcorp.com I www.evansvillehousing.org 113 HOUSING CHOICE VOUCHER PROGRAM The Evansville Housing Authority's Housing Choice Voucher EHA has the capacity to address homelessness for a minimum Program found success partnering with different agencies in of twenty-six families through the Emergency Housing Voucher calendar year 2022. The collaborative efforts between EHA and Program. For this program, EHA was able to assist families with these agencies led to us being positioned to help secure housing multiple layers of assistance outside of just rent including paying for homeless individuals and other difficult barriers to overcome. for deposits, utilities, furniture, and other essential items needed EHA collaborated with the Department of Veteran's Administration for new renters. to offer thirty-one VASH vouchers to homeless veterans. Included Finally, the agency was awarded eleven additional vouchers to with this collaboration was a mental health piece for Veteran's to its surprise in 2022. These vouchers gave the agency flexibility in receive supportive services from a mental health provider. deciding how to utilize them.The agency partnered with the YWCA The agency also collaborated with the Department of Children to offer permanent housing opportunities to homeless women Services to offer housing opportunities to young adults exiting and those housed in transitional housing due to being victims of foster care through the Foster Youth Initiative (FYI) Voucher domestic violence. This program was welcomed by the YWCA's Program. To further contribute to them not having their housing Leadership because it offered a faster exit from the temporary interrupted, EHA committed to offering these recipients a regular housing they offer to such families. housing choice voucher when their FYI voucher expires after the EHA is excited about 2023 and new things on the horizon for three-year term. its voucher program. We hope to continue to be the leader and EHA also partnered with Evansville's Aurora, an organization that largest provider of affordable housing opportunities in Evansville. works directly with homeless families. Through this partnership, The agency will also continue to encourage renters to become Homeowners via EHA's Homeownership Program. iP PROJECT BASED VOUCHER PROGRAM l i,e RAD PBV team worked closely with Property iviai iabei L,at the sites to keep things running smoothly and units leased up. Early in 2022,staff initiated an"Application Blitz"in order to purge applicants that applied years prior and were no longer in need of housing assistance through EHA. Nearly all applicants on waiting lists were selected and asked to contact Management offices to update their application and provide required documentation. Three separate gatherings were also offered to allow multiple applicants to come to the Kissel Center to have their applications processed immediately onsite. It was a success...the Occupancy Rate increased 6.7%for the year,resulting in a year-end rate of 95.6%overall. The newly constructed Erie Pointe apartment building was completed in 2022,and the waiting list is now managed by the PBV department for new move-ins beginning in February 2023. The RAD waiting list policy was also revised in 2022 to give applicants more options on where they can live once they are selected and approved for housing. 14 1500 SE 10th Street•Evansville,IN 47713 EVANSVILLE HOUSING AUTHORITY the Hou3ing Authority or the Lity or Evansvllie (EHA) non-profit affiliate, Advantix Development Corporation, was legally formed in 1942, but long before our official renovated and converted subsidy assistance for all 888 incorporation, discussions were being held in the 1930s units of public housing to project-based vouchers. The over housing the low-income in Evansville, Indiana. As part conversion ultimately secures EHA's ability to provide of Franklin D. Roosevelt's Public Works Administration,the affordable housing well into the future for our residents inception of EHA began as Evansville was one of 35 cities to and the community as a whole. receive a public housing project grant for the development EHA also administers 1,302 Housing Choice Vouchers of Lincoln Gardens in 1937. HCV), 30 Veterans Affairs Supportivepportive Housing (VASH) EHA's mission was and continuesto revolve around promoting Vouchers, 803Project-Based Vouchers (PBV) 17 Emergency adequate and affordable housing, economic opportunity, Housing Vouchers, and 18 Homeownership Vouchers, and a suitable living environment free from discrimination in ultimately serving nearly 5000 individuals throughout the Evansville, Indiana. Our agency strives to expand the supply City of Evansville at any given time. Families and individuals of assisted housing, improve the quality of housing, increase receiving housing assistance have the opportunity to choices in assisted housing, improve quality of life and participate in self-sufficiency programs such as the Family economic viability, promote self-sufficiency, and continue to Self-Sufficiency (FSS) Program, YouthBuild Evansville, ensure equal opportunities for all. Caldwell YMCA,and Fulton Boys and Girls Club. In addition, In November 2018, EHA successfully transitioned from EHA's Resident Service Department works diligently with traditional public housing roots to HUD's Rental Assistance resident councils and community partners to offer our Demonstration (RAD) program after five years of planning residents and members of the community a variety of and implementation. In a cooperative effort, EHA and its workshops, health fairs, and food programs to name a few. EHA LOCATIONS • EVANSVILLE HOUSING HOUSING CHOICE PROJECT BASED FAMILY SELF- YOUTHBUILD AUTHORITY VOUCHER PROGRAM VOUCHER PROGRAM SUFFICIENCY PROGRAM PROGRAM SOU Sn 10th St. 411 SE 8th St. 411 Sr_ 3t4 It. 411 SC 6tli 51. LIS SL oiLI<Jr.Blvd. Evansville, IN 47713 Evansville, IN 47713 Evansville, IN 47713 Evansville, IN 47713 Evansville, IN 47713 812.428.8500 812.428.8548 812.428.7786 812.428.7786 812.909.1962 ADVANTIX DEVELOPMENT CORPORATION Formed in 2007, Advannx Development Corporation jurisdictions to develop several types of affordable housing serves as the not-for-profit development instrument of the in Indiana and surrounding areas. Currently, Advantix Evansville Housing Authority. Its mission is to own,operate, operates over 1,400 units of affordable housing throughout acquire and develop housing for low to moderate-income the state of Indiana. Providing quality affordable housing families. Since 2007,Advantix has served as developer and opportunities, improving the communities in which we general contractor for both 4%and 9%Low Income Housing work,and building strong local partnerships are the primary Tax Credit development projects.Advantix works with local focuses of team at the Advantix Development Corporation. ADVANTIX LOCATIONS BUCKNER TOWER CORYDON SCHOOL FULTON SQUARE RIVER VIEW TERRACE TOWER VALLEY COURT 717 Cherry St. SR.LOFTS APARTMENTS 104 N.1st St. SOS S.Bell St. 300 W.Center Rd. Evansville,IN 47713 ct,r, :i_stnut St. Vincennes,IN 47591 Kokomo,IN 46901 Kokomo,IN 46902 812.428 8521 Corydon,IN 47112 Evansville,IN 47710 812.316 0809 765 459 7436 765 4'59.7446 CALDWELL HOMES 812.705.5194 SARGENT PLACE TRAILSIDE TOWNHOMES VISION 1505 736 tryst S:reer EVANSVILLE TOWNHOMES JOHN CABLE APARTMENTS I'JIrGum St. 1125 S ,,aiot St. 1505 v 3rd Ave Evansville,IN 47713 420 S.E.10th St. 1111 Cherry St. Kokomo,IN 46902 Kokomo,IN 46902 Evansville,IN 47714 812.428.8527 Evansville,IN 47713 Evansville,IN 47713 765.459.7409 765.450.8360 812.423.1200 CIVIC CENTER TOWER 812.602.3370 812.402.5993 SCHNUTE APARTMENTS WHITE OAK MANOR 200 E.Taylor St. ERIE POINTE KENNEDY TOWER L N rrrir,:,r S; S;tS 4.)t ;o,vpn Ave. Kokomo,IN 46901 320 Lincoln Ave, 315 SE MLK Jr Blvd. Evansville,IN 47710 Evansville,IN 47712 765.450.3389 Evansville,IN 47713 Evansville,IN 47713 812.428.8531 812.428.8532 812.402.5993 812.428.8520 www.advantixcorp.com I www.evansvillehousing.org 115 a T'4''''"-$...15• ri ' ii,," i.o, -.r., .1- Em6 u ,."'...-'._'' 1'. 1:'2 'P ku i, ii_ "u,,! i .{V a, .°. r'' Wf I.., r. H ftl,i'_ 1!i NIABalanceSheet E lii A Evansville Housing Authority unaudited Balance Sheet PDVANTI)( The Housing Authority as of December 31,2022. of the City of Evansville Evansville Housing Advantix Combined Authority Assets Current Assets Cash 2,403,462.87 8,756,385.33 11,159,848.20 Accounts receivable 112,625.25 1,727,219.99 1,839,845.24 Other Current Assets 176,908.94 3,300,907.61 3,477,816.55 Total Current Assets 2,692,997.06 13,784,512.93 16,477,509.99 Long Term Assets 22,377,102.18 10,629,577.20 33,006,679.38 Total Assets 25,070,099.24 24,414,090.13 49,484,189.37 Liabilities and Net Position Current Liabilities Accounts payable 36,305.55 1,500,743.37 1,537,048.92 Other Current Liabilities 175,046.08 109,267.91 284,313.99 Total Current Liabilities 211,351.63 1,610,011.28 1,821,362.91 Long Term Liabilities 1,320,595.10 416,372.25 1,736,967.35 Total Liabilities 1,531,946.73 2,026,383.53 3,558,330.26 Net Position 23,538,152.51 22,387,706.60 45,925,859.11 Total Liabilities and Net Position 25,070,099.24 24,414,090.13 49,484,189.37 Filed in Clerk's Office JUN 212023 DAWN M.JONES CITY CLERK,SOUTH BEND,IN A Equal Housing Opportunity Statement:We are pledged to the letter and spirit of U.S.policy for the achievement of equal housing opportunity throughout the Nation.We encourage and support an affirmative advertising and marketing program in which there are no barriers to obtaining housing because of race, E.....NOwm. color,religion,sex,handicap,familial status,national origin or any other classification protected by applicable federal,state or local law.ocroarux rr BILL NO. 21-23 O n o 0 5 z 7 pO, k N Z CD ( D C m p a tv BCD U.) o No C) Z s 0' a y o m o p- p o coo w p' CDCDZ CsJ CD d 0 o y v' .. 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E2En K CD 7f=& E CA Eƒ§ƒ cr - n 7 f C E nr m jam V, i City of South Bend BOARD OF ZONING APPEA May 16, 2023 Honorable Lori Hamann 4th Floor, County-City Building South Bend, IN 46601 RE: Special Exception at 1127, 1131 and 1135 West Western Avenue Dear Committee Chair Hamann: Enclosed is an Ordinance for the proposed Special Exception Use at the above referenced location. Please include the attached Ordinance on the Council agenda for first reading at your May ZZ, 2023, Council meeting and set it for public hearing at your June 12th, 2023 Council meeting. The petition is tentatively scheduled for public hearing at the June 5, 2023, South Bend Board of Zoning Appeals meeting. The staff report and recommendation of the South Bend Board of Zoning Appeals will be forwarded to the Office of the City Clerk by noon on the Wednesday following the public hearing. The petitioner provided the following to describe the proposed project: A Special Exception for major vehicle service. The full petition is attached for your reference. Changes may occur between the filing and the public hearing. Any substantial changes will be identified at the Council meeting. If you have any questions, please feel free to contact our office. Sincerely, Kari Myers Zoning Specialist CC: Bob Palmer County-City Building I 227 W. Jefferson I South Bend, IN 46601 I 574-235-7627 I www.southbendin.gov/zoning BILL NO. 24-23 City of South Bend BOARD OF ZONING APPEALS May 9, 2023 Honorable Lori Hamann 4th Floor, County-City Building South Bend, IN 46601 RE: Use Variance at 1436 Bowman Dear Committee Chair Hamann: Enclosed is an Ordinance for the proposed Special Exception Use at the above referenced location . Please include the attached Ordinance on the Council agenda for first reading at your May 22, 2023 meeting and set it for public hearing at your June 12, 2023, Council meeting. The petition is tentatively scheduled for public hearing at the June 5, 2023, South Bend Board of Zoning Appeals meeting. The staff report and recommendation of the South Bend Board of Zoning Appeals will be forwarded to the Office of the City Clerk by noon on the Wednesday following the public hearing. The petitioner provided the following to describe the proposed project: To allow urban agriculture The full petition is attached for your reference. Changes may occur between the filing and the public hearing. Any substantial changes will be identified at the Council meeting. If you have any questions, please feel free to contact our office. Sincerely, Angela M. Smith Zoning Administrator CC: Bob Palmer County-City Building I 227 W. Jefferson I South Bend, IN 46601 I 574-235-7627 I www.southbendin.gov/zoning BILL NO. 25-23 �ol'LANc-o � ;J' � cc 0 0 V'1 z l'J)-�8l/SHE0 �a•• City of South Bend PLAN COMMISSION Wednesday, June 21, 2023 South Bend Common Council 227 W. Jefferson Blvd., 4th Floor South Bend, IN 46601 County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 www.southbendin.gov/zoning Filed in Clerk's Office JUN .2 1 2023 DAWN M. JONES CITY CLERK, SOUTH BEND, JN Re: Bill#27-23 - A proposed ordinance ofY AW AURORA to zone from U3 Urban Neighborhood 3 to NC Neighborhood Center and seeking a Special Exception Use to allow Major Auto Repair, property located at 1333 LINCOLNW AY, City of South Bend -PC# 0152-23 Dear Council Members: [ hereby Certify that the above referenced ordinance ofY AW AURORA was legally advertised on June 10, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Jason Piontek, being seconded by Caitlin Stevens and unanimously carried, a proposed ordinance of YAW AURORA to zone from U3 Urban Neighborhood 3 to NC Neighborhood Center, property located at 1333 LINCOLNW A Y, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. Upon a motion by Jason Piontek, being seconded by Caitlin Stevens and unanimously carried, a Special Use for Major Auto Repair property located at 1333 LINCOLNW A Y, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, �JY(� Angela M. Smith Zoning Administrator Attachment CC: YAW AURORA Bob Palmer Keith Giden Jr. Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 27-23 May 16, 2023 City of South Bend PLAN COMMISSION Honorable Lori Hamann4thFloor, County-City BuildingSouthBend, IN 46601RE: 1319, 1323, and 1333 Lincoln Way WestPC# 0152-23DearMs. Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 574)235-7627 ww.. it.J.t>endin.gov/zoning 1/ 6\ ;!!_ ii] c ,,.I . le;,f-, ( '· so Ct'J), .D-I 1/ & i-/41,, IC ct.s-, '·<0;9'9,., . (.' . 1i,;;'1vs :;--.,_ I-; f) q l,v Enclosed is an Ordinance forthe proposed Zone Map Amendment and Special Exception at theabovereferencedlocation. Please include the attached Ordinance on the Council agenda forfirstreadingatyourMay22nd, 2023 Council meeting, and set it for public hearing at your June 26Lh, 2023 Council meeting. The petition is tentatively scheduled forpublic hearing at the May 20th, 2023 South Bend Plan Commission meeting. The recommendation of the South Bend PlanCommissionwillbeforwardedtotheOfficeoftheCityClerkbynoononthedayfollowingthepublichearing. The petitioner provided the followingto describe the proposed project: Petitioners desire to rezone the property fromU3 Urban Neighborhood 3 to NC NeighborhoodCenterDistrictandseekingaSpecialExceptionUseforMajorVehicleRepair. If you have anyquestions, please feelfreeto contact our office. ' JJf- ;;. rely,Ange aSmithZoningAdministratorCC: Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 27-23 't'o�LAN C-o � v' .::> -,!;. 0 0 Vl Z City of South Bend PLAN COMMISSI.� County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 www.southbendin.gov/zoning �S)-◄8ttSHE0 io•• Filed in Clerk's au· ,,ice Wednesday, June 21, 2023 South Bend Common Council 227 W. Jefferson Blvd., 4th Floor South Bend, IN 46601 Re: Bill#28-23 - A proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 735 and 737 CLEVELAND A VE, City of South Bend -PC# 0153-23 Dear Council Members: I hereby Certify that the above referenced ordinance of CIVIL CITY OF SOUTH BEND was legally advertised on June 10, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Kara Boyles, being seconded by Francisco Fotia and unanimously carried, a proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 735 and 737 CLEVELAND A VE, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, � 'JJt <;,,.JZ Angela M. Smith Zoning Administrator Attachment CC: CIVIL CITY OF SOUTH BEND Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 28-23 May 16, 2023 City of South Bend PLAN COMMISSION Honorable Lori Hamann 4th Floor, County-City Building South Bend, IN 46601 RE:735 and 737 Cleveland PC#0153-23 Dear Ms. Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 574)235-7627 www.southbendin.gov/zoning inc1i Il14rl 112021 NE, Enclosed is an Ordinance forthe proposed Zone Map Amendment at the above referenced location. Please include the attached Ordinance on the Council agenda forfirstreading at your May 22, 2023, Council meeting, and set it forpublic hearing at your June 26, 2023 Council meeting. The petition is tentatively scheduled forpublic hearing at the June 20, 2023 South Bend Plan Commission meeting. The recommendation of the South Bend Plan Commission will be forwarded to the Office of the City Clerk by noon on the day followingthe public hearing. The petitioner provided the followingto describe the proposed project: Petitioners desire to rezone the property fromUl Urban Neighborhood 1 to U2 Urban Neighborhood 2 to allow new residential development. If you have any questions, please feelfreeto contact our office. Sincerely, L,11t mithZoning Administrator CC: Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 28-23 ,;,.o'i'LAN Co ,__-<:-. J' ;::, i£. 0 0 V'I z • �.S,-�BLISHEO 'fl�� City of South Bend PLAN COMMISSION Wednesday, June 21, 2023 South Bend Common Council 227 W. Jefferson Blvd., 4 th Floor South Bend, IN 46601 County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 southbendin. av/zoning Filed Ir, Clerk's Office JUN 2 1 2021 DAWN M. JONES CITY CLERK, SOUTH BEND, IN Re: Bill#29-23 - A proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 752 CLEVELAND A VE and 1216 and 1218 VAN BUREN ST, City of South Bend-PC# 0154-23 Dear Council Members: I hereby Certify that the above referenced ordinance of CIVIL CITY OF SOUTH BEND was legally advertised on June 10, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Kara Boyles, being seconded by Francisco Fotia and unanimously carried, a proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 752 CLEVELAND A VE and 1216 and 1218 VAN BUREN ST, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, �??!� Angela M. Smith Zoning Administrator Attachment CC: CIVIL CITY OF SOUTH BEND Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 29-23 May 16, 2023 City of South Bend PLAN COMMISSION Honorable Lori Hamann4thFloor, County-City BuildingSouthBend, IN 46601RE:752 Cleveland, 1216 and 1218 Van BurenPC#0 l54-23DearMs. Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 574)235-7627 www.south bend in.gov/zoning Enclosed is an Ordinance forthe proposed Zone Map Amendment at the above referencedlocation. Please include the attached Ordinance on the Council agenda forfirstreading at yourMay22, 2023, Council meeting, and set it forpublic hearing at your June 26, 2023 Councilmeeting. The petition is tentatively scheduled forpublic hearing at the June 20, 2023 South BendPlanCommissionmeeting. The recommendation of the South Bend Plan Commission will beforwardedtotheOfficeoftheCityClerkbynoononthedayfollowingthepublichearing. The petitioner provided the followingto describe the proposed project: Petitioners desire to rezone the property fromUl Urban Neighborhood 1 to U2 UrbanNeighborhood2toallownewresidentialdevelopment. If you have any questions, please feelfreeto contact our office. Sincerely, /) , - Jif. rsmith Zoning AdministratorCC: Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 29-23 ¥'0 ?LAN C-o "� u' ;:) � 0 0 Vl Z �J)-�BllSHlO ,a•• City of South Bend PLAN COMMISSION Wednesday, June 21, 2023 County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (57 4) 235-7627 www.southbendin.gov/zoning Filed in Clerk's Office JUN 2 1 2021 ----··---South Bend Common Council 227 W. Jefferson Blvd., 4th Floor South Bend, TN 46601 DAWN M. JONES-CITY CLERK, SOUTH BEND, IN Re: Bill#30-23 - A proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood I to U2 Urban Neighborhood 2, property located at 901 BLAINE A VE and 905 BLAINE A VE, City of South Bend -PC# 0157-23 Dear Council Members: I hereby Certify that the above referenced ordinance of CIVIL CITY OF SOUTH BEND was legally advertised on June I 0, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Kara Boyles, being seconded by Francisco Fotia and unanimously carried, a proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 901 and 905 BLAlNE A VE, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, �71� Angela M. Smith Zoning Administrator Attachment CC: CIVIL CITY OF SOUTH BEND Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 30-23 May 16, 2023 City of South Bend PLAN COMMISSION Honorable Lori Hamann4thFloor, County-CityBuildingSouthBend, IN46601RE:901 and 905 BlaineAvePC#0157-23DearMs. Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 574)235-7627 www.southbendin.gov/zoning Enclosed is an Ordinance forthe proposed Zone Map Amendment at the above referencedlocation. Please include the attached Ordinance on the Council agenda forfirstreading atyourMay22, 2023, Council meeting, and set it forpublic hearing at your June 26, 2023 Councilmeeting. The petition is tentatively scheduled for public hearing at the June 20, 2023 SouthBendPlanCommissionmeeting. The recommendation of the South Bend Plan Commission willbeforwardedtotheOfficeoftheCityClerkbynoononthedayfollowingthepublichearing.The petitioner provided the followingto describe the proposed project:Petitioners desire to rezone the property fromUl Urban Neighborhood 1 to U2UrbanNeighborhood2toallownewresidentialdevelopment.If you have any questions, please feelfreeto contact our office.Sincerely,/ J..,n mithZoningAdministratorCC: BobPalmerTim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 30-23 �o?LAN Co County-City Building � J' .:::, '-!! 0 0 V, z City Of s Out h Bend 227 w. Jefferson Blvd. 1400S South Bend, IN 46601 l'��BtlSHEO 1a•• PLAN COM M JS S J_O_N ____ __v)j:.in,.ia,..;� ben��:!!�� Wednesday, June 21, 2023 South Bend Common Council 227 W. Jefferson Blvd., 4th Floor South Bend, IN 46601 Filed in Clerk's Office [ JUN_ 21 �023] OAVJ'N M. JONES CITY CLERK, SOUTH BEND, I Re: Bill#3 l-23 - A proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood l to U2 Urban Neighborhood 2, property located at 909 and 911 SHERMAN A VE, City of South Bend -PC# 0158-23 Dear Council Members: I hereby Certify that the above referenced ordinance of CIVIL CITY OF SOUTH BEND was legally advertised on June l 0, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Kara Boyles, being seconded by Francisco Fotia and unanimously carried, a proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 909 and 911 SHERMAN A VE, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, &7:!i,� Zoning Administrator Attachment CC: CIVIL CITY OF SOUTH BEND Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 31-23 May 16, 2023 City of South Bend PLAN COMMISSION Honorable Lori Hamann4thFloor, County-CityBuildingSouthBend, IN46601RE:909 and 911ShermanPC#0 l58-23DearMs. Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 574)235-7627 www.southbendin.gov/zoning Enclosed is an Ordinance forthe proposed Zone Map Amendment at the above referencedlocation. Please include the attached Ordinance on the Council agenda forfirstreading atyourMay22, 2023, Council meeting, and set it for public hearing at your June 26, 2023 Councilmeeting. The petition is tentatively scheduled forpublic hearing at the June 20, 2023 SouthBendPlanCommissionmeeting. The recommendation of the South Bend Plan Commission willbeforwardedtotheOfficeoftheCityClerkbynoononthedayfollowingthepublichearing.The petitioner provided the followingto describe the proposed project:Petitioners desire to rezone the property fromUl Urban Neighborhood 1 to U2UrbanNeighborhood2toallownewresidentialdevelopment.If you have any questions, please feelfreeto contact our office.Sincerely,/ 1., 'JI?' TsmithZoningAdministratorCC: BobPalmerTim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 31-23 �o'i'LAN Co � J' .::, � 0 0 VI Z es,ABt/SHED ,0•0 City of South Bend PLAN COMMISSION Wednesday, June 21, 2023 County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (57 4) 235-7627 www.southbendin.gov/zoning Filed in Clerk's Office JUN 2 1 2023 South Bend Common Council 227 W. Jefferson Blvd., 4th Floor South Bend, IN 46601 DAWN M. JONESCITY CLERK, SOUTH BEND, IN Re: Bill#32-23 - A proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood I to U2 Urban Neighborhood 2, property located at 906 and 910 LAWNDALE A VE, City of South Bend -PC# 0159-23 Dear Council Members: I hereby Certify that the above referenced ordinance of CIVIL CITY OF SOUTH BEND was legally advertised on June 10, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Kara Boyles, being seconded by Francisco Fotia and unanimously carried, a proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood I to U2 Urban Neighborhood 2, property located at 906 and 910 LAWNDALE A VE, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, �?1.� Angela M. Smith Zoning Administrator Attachment CC: CIVIL CITY OF SOUTH BEND Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 32-23 May 16, 2023 City of South Bend PLAN COMMISSION Honorable Lori Hamann4thFloor, County-CityBuildingSouthBend, IN46601RE:906 and 910LawndalePC#0159-23DearMs. Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 574)235-7627 www.southbendin.gov/zoning Enclosed is an Ordinance forthe proposed Zone Map Amendment at the above referencedlocation. Please include the attached Ordinance on the Council agenda forfirstreading atyourMay22, 2023, Council meeting, and set it forpublic hearing at your June 26, 2023 Councilmeeting. The petition is tentatively scheduled forpublic hearing at the June 20, 2023 SouthBendPlanCommissionmeeting. The recommendation of the South Bend Plan Commission willbeforwardedtotheOfficeoftheCityClerkbynoononthedayfollowingthepublichearing.The petitioner provided the followingto describe the proposed project:Petitioners desire to rezone the property fromUl Urban Neighborhood 1 to U2UrbanNeighborhood2toallownewresidentialdevelopment.If you have any questions, please feelfreeto contact our office.Sincerely,/ L,11. o.;-mithZoningAdministratorCC: BobPalmerTim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 32-23 City of South Bend PLAN COMMISSI Wednesday, June 21, 2023 South Bend Common Council 227 W. Jefferson Blvd., 4th Floor South Bend, IN 46601 County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 rr..--,..-------....,...,....., (574)235-1621 Filed in Clerk'sw6¥ffc°t ndin.gov/zoning JUN 2 1 2023 DAWN M. JONES CITY CLERK, SOUTH BEND, IN Re: Bill#33-23 - A proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 816 and 822 LAWNDALE A VE, City of South Bend -PC# 0160-23 Dear Council Members: I hereby Certify that the above referenced ordinance of CIVIL CITY OF SOUTH BEND was legally advertised on June 10, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Kara Boyles, being seconded by Francisco Fotia and unanimously carried, a proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 816 and 822 LAWNDALE A VE, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, &�;,?=K Zoning Administrator Attachment CC: CIVIL CITY OF SOUTH BEND Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 33-23 May 16, 2023 City of South Bend PLAN COMMISSION Honorable Lori Hamann4thFloor, County-CityBuildingSouthBend, IN46601RE:816and 822LawndalePC#0160-23DearMs. Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 574)235-7627 www.southbendin.gov/zoning Enclosed is an Ordinance forthe proposed Zone Map Amendment at the above referencedlocation. Please include the attached Ordinance on the Council agenda forfirstreading atyourMay22, 2023, Council meeting, and set it forpublic hearing at your June 26, 2023 Councilmeeting. The petition is tentatively scheduled for public hearing at the June 20, 2023 SouthBendPlanCommissionmeeting. The recommendation of the South Bend Plan Commission willbeforwardedtotheOfficeoftheCityClerkbynoononthedayfollowingthepublichearing.The petitioner provided the followingto describe the proposed project:Petitioners desire to rezone the propertyfromUl Urban Neighborhood 1 to U2UrbanNeighborhood2toallownewresidentialdevelopment.If you have any questions, please feelfreeto contact our office.Sincerely,/, L,M mithZoningAdministratorCC: BobPalmerTim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 33-23 City of South Bend PLAN COMMISSION Wednesday, June 21, 2023 South Bend Common Council 227 W. Jefferson Blvd., 4th Floor South Bend, IN 4660 I County-City Building 22 7 W. Jefferson Blvd. 1400S South Bend, IN 46601 (57 4) 235-7627 www.southbendin.gov/zoning Filed in Clerk's Office JUN 2 1 2021 DAWN M. JONES CITY CLERK, SOUTH BEND, IN Re: Bill#34-23 -A proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 744 and 746 CLEVELAND A VE, City of South Bend -PC# 0161-23 Dear Council Members: I hereby Certify that the above referenced ordinance of CIVIL CITY OF SOUTH BEND was legally advertised on June 10, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Kara Boyles, being seconded by Francisco Fotia and unanimously carried, a proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 744 and 746 CLEVELAND A VE, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, t2y ?ft <;,,J{_Angela M. Smith Zoning Administrator Attachment CC: CIVIL CITY OF SOUTH BEND Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 34-23 May 16, 2023 City of South Bend PLAN COMMISSION Honorable Lori Hamann 4th Floor, County-City Building South Bend, IN 46601 RE:744 and 746 Cleveland Ave PC#0161-23 Dear Ms. Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 574)235-7627 www.southbendin.gov/zoning Enclosed is an Ordinance forthe proposed Zone Map Amendment at the above referenced location. Please include the attached Ordinance on the Council agenda forfirst reading at your May 22, 2023, Council meeting, and set it forpublic hearing at your June 26, 2023 Council meeting. The petition is tentatively scheduled forpublic hearing at the June 20, 2023 South Bend Plan Commission meeting. The recommendation of the South Bend Plan Commission will be forwardedto the Officeof the City Clerk by noon on the day followingthe public hearing. The petitioner provided the followingto describe the proposed project: Petitioners desire to rezone the property fromUl UrbanNeighborhood 1 to U2 Urban Neighborhood 2 to allow new residential development. If you have any questions, please feelfreeto contact our office. Sincerely, & m:.1 Zoning Administrator CC: Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 34-23 't'Q ?LANc-o /..; u' .::, './; 0 0 V'I z �S)-�BllSHEO 1olO City of South Bend PLAN COMMISSION Wednesday, June 21, 2023 South Bend Common Council 227 W. Jefferson Blvd., 4 th Floor South Bend, IN 46601 County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 .JONES K, SOUTH BENO, I Re: Bill#35-23 - A proposed ordinance of DEPARTMENT OF REDEVELOPMENT CITY OF SOUTH BEND to zone from I Industrial to U3 Urban Neighborhood 3, property located at 1004 FRANKLIN ST, City of South Bend -PC# 0162-23 Dear Council Members: I hereby Certify that the above referenced ordinance of DEPARTMENT OF REDEVELOPMENT CITY OF SOUTH BEND was legally advertised on June 10, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Kara Boyles, being seconded by Francisco Fotia and carried, a proposed ordinance of DEPARTMENT OF REDEVELOPMENT CITY OF SOUTH BEND to zone from I Industrial to U3 Urban Neighborhood 3, property located at 1004 FRANKLIN ST, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, �M� Angela M. Smith Zoning Administrator Attachment CC: DEPARTMENT OF REDEVELOPMENT CITY OF SOUTH BEND Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 35-23 Staff Report— PC#0162-23 June 20, 2023 Property Information Location: 1004 FRANKLIN ST Owner: DEPARTMENT OF REDEVELOPMENT CITY OF SOUTH BEND Requested Action Rezone from I Industrial to U3 Urban Neighborhood 3 Project Summary Rezoning of multiple properties for infill development. Location Map LyWy,Y. R 4:M111. -4- ; . .„, 1 --.. 1$ i4PTWSAMPLESTy Ln J p J 1-- ccar 1 r) Q 0 1 I , L''' Zi t GGRST ST _ 1 f n, Recommendation Staff Recommendation: Based on information available prior to the public hearing, the staff recommends the Plan Commission send the rezoning petition to the Common Council with a favorable recommendation. SOUTH BEND PLAN COMMISSION Page 1 of 4 Staff Report-PC#0162-23 6/20/2023 Proposed Site Plan L.' Iiiiiiadit IOWIL. 1s T W SAMPLE ST z IMO"z N .c), 3Fmow d e Illr to Ln r--4 z r z• j d w I u_ G RST STI 4 i l Nei NIH N ea litflI.ii 1 SOUTH BEND PLAN COMMISSION Page 2 of 4 Staff Report-PC#0162-23 6/20/2023 Site & Context Land Uses and Zoning: On site: On site is a large undeveloped lot zoned I Industrial. North: Across Sample Street is the St. Joseph County Jail zoned I Industrial. East: Undeveloped lots zoned I Industrial. South: Two undeveloped lots zoned I Industrial. West: Across Franklin Street is a large undeveloped lot zoned I Industrial. District Intent: The U3 District is established to provide for, promote, and maintain the development of a full range of housing types located near neighborhood centers and along major streets in urban neighborhood centers and along major streets in urban neighborhoods in core and outlying areas of the City. Site Plan Description: The site will be developed based on the development standards of the district. Zoning and Land Use History and Trends: The surrounding area for the majority of its history was a mix of large-scale industrial uses - including the former Studebaker Factory Complex -as well as worker housing. Dense single family lined Lafayette Street south of Sample, typically occupied by workers of the Studebaker Corporation. After Studebaker's closure, the area began a slow decline as a large majority of the industrial buildings became vacant. At the same time, the intermixed residential properties were also abandoned and disinvested. Starting in the 1990's the City began to acquire and demolish many of the large former factories as well. Nearly all of the former residential properties along Lafayette and further south were demolished as well over time. Since the early 2000's, the area has seen slow redevelopment of properties for industrial and office uses. Traffic and Transportation Considerations: Franklin Street is a two lane street with on-street parking. Agency Comments Agency Comments: There are no additional comments at this time. Staff Comments: The rezoning of this property to U3 Urban Neighborhood 3 will revitalize a vacant industrial property and provide much needed housing on the south side of the downtown area. Criteria for Decision Making Rezoning Per State Law, the Plan Commission and Common Council shall pay reasonable regard to: 1. Comprehensive Plan: Policy Plan: The petition is consistent with the City Plan, South Bend Comprehensive Plan (2006), Objective H 1: Ensure that an adequate supply of housing is available to meet the needs, preferences, and financial capabilities of households now and in the future. SOUTH BEND PLAN COMMISSION Page 3 of 4 Staff Report-PC#0162-23 6/20/2023 Land Use Plan: The Future Land Use Plan identifies this area as Light Industrial, however, the size of the lot would be challenging to develop as industrial uses. Plan Implementation/Other Plans: While located just west of the South Side Development Plan, the site shares the goals and objectives of sustainable growth by supporting the use and redevelopment of land and achieve a thriving housing market within the City that offers appealing neighborhoods with diverse housing choices. 2. Current Conditions and Character: The existing area has a large amount of vacant lots and industrial uses with small scale commercial buildings as well. The surrounding area is largely influenced by Ignition Park which has slowly seen the construction of new industrial and office buildings over the past ten years. East of Franklin Street is a number of vacant lots and small scale industrial and commercial uses. 3. Most Desirable Use: The most desirable use, at this time, is a range of high density residential housing types that will seamlessly fit the established character of the neighborhood. 4. Conservation of Property Values: Allowing new development on vacant lots should improve the overall value of the neighborhood. Adding additional population to the neighborhood should help stabilize property values. 5. Responsible Development and Growth: It is responsible development and growth to allow for a variety of housing options. Analysis & Recommendation Commitments: There are no commitments proposed at this time. Analysis: Rezoning the site to U3 Urban Neighborhood 3 will allow for residential growth and increased housing options on the south side of downtown and allow for the adaptive reuse of a large vacant industrial parcel. Approving the Rezoning will allow for a greater possibility of development that bests fits the character of this neighborhood. Recommendation: Based on information available prior to the public hearing, the staff recommends the Plan Commission send the rezoning petition to the Common Council with a favorable recommendation. Filed in Clerk's Office JUN 2 1 2023 DW—N M.JONES CITY CLERK SOUTTH BEND, IN SOUTH BEND PLAN COMMISSION Page 4 of 4 May 16, 2023 City of South Bend PLAN COMMISSION Honorable Lori Hamann4thFloor, County-CityBuildingSouthBend, IN46601RE:900SFranklinPC#0162-23DearMs. Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 574)235-7627 www.southbendin.gov/zoning Enclosed is an Ordinanceforthe proposed Zone Map Amendment at the above referencedlocation. Please include the attached Ordinance on the Council agenda forfirstreading atyourMay22, 2023, Council meeting, and set it forpublic hearing at your June 26, 2023 Councilmeeting. The petition is tentatively scheduled forpublic hearing at the June 20, 2023 SouthBendPlanCommissionmeeting. The recommendation of the South Bend Plan Commission willbeforwardedtotheOfficeoftheCityClerkbynoononthedayfollowingthepublichearing.The petitioner providedthe followingto describe the proposed project:Petitioners desire to rezone the property fromI Industrial District to U3 Urban Neighborhood3toallownewresidentialdevelopment.If you have any questions, please feel freeto contact our office.Sincerely, 11.,n mithZoningAdministratorCC: BobPalmerTim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 35-23 _,o l'LAN Co '<-"" � �8(1SHE01 City of South Bend PLAN COMMISSION Wednesday, June 21, 2023 South Bend Common Council 227 W. Jefferson Blvd., 4th Floor South Bend, IN 46601 County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 JUN 2 1 2023 DAWN M. JONES CITY CLERK, SOUTH BEND, IN Re: Bill#36-23 - A proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 809 and 813 CLEVELAND A VE, City of South Bend -PC# 0155-23 Dear Council Members: I hereby Certify that the above referenced ordinance of CIVIL CITY OF SOUTH BEND was legally advertised on June 10, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Kara Boyles, being seconded by Francisco Fotia and unanimously carried, a proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 809 and 813 CLEVELAND A VE, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, tLrn� Angela M. Smith Zoning Administrator Attachment CC: CIVIL CITY OF SOUTH BEND Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 36-23 May 16, 2023 City of South Bend PLAN COMMISSION Honorable Lori Hamann4thFloor, County-City BuildingSouthBend, IN 46601RE: 809 and 813 Cleveland AvePC#0155-23DearMs. Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 574)235-7627 www.southbendin.gov/zoning Enclosed is an Ordinance forthe proposed Zone Map Amendment at the above referencedlocation. Please include the attached Ordinance on the Council agenda forfirstreading at yourMay22, 2023, Council meeting, and set it forpublic hearing at your June 26, 2023 Councilmeeting. The petition is tentatively scheduled forpublic hearing at the June 20, 2023 South BendPlanCommissionmeeting. The recommendation of the South Bend Plan Commission will beforwardedtotheOfficeoftheCityClerkbynoononthedayfollowingthepublichearing. The petitioner provided the following to describe the proposed project: Petitioners desire to rezone the propertyfromUl Urban Neighborhood 1 to U2 UrbanNeighborhood2toallownewresidentialdevelopment. If you have any questions, please feelfreeto contact our office. Sincerely, m!1 Zoning AdministratorCC: Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 36-23 �o PLAN Co �-&, -::> -0 0 Vl Z • t".rr'18USHE0 1-a1,fl City of South Bend PLAN COMMISSIO Wednesday, June 21, 2023 County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 �ww.w in.gov/zoningFilael in Cl@r�. t> Office [ ��N 2 1 �202� South Bend Common Council 227 W. Jefferson Blvd., 4th Floor South Bend, IN 4660 l DAWN M. JONESCITY CLERK, SOUTH BEND, IN Re: Bill#37-23 -A proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood 1 to U2 Urban Neighborhood 2, property located at 1215 and 1217 VAN BUREN ST, City of South Bend -PC# 0156-23 Dear Council Members: I hereby Certify that the above referenced ordinance of CIVIL CITY OF SOUTH BEND was legally advertised on June 10, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Kara Boyles, being seconded by Francisco Fotia and unanimously carried, a proposed ordinance of CIVIL CITY OF SOUTH BEND to zone from Ul Urban Neighborhood l to U2 Urban Neighborhood 2, property located at 1215 and 1217 VAN BUREN ST, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, �J1� Angela M. Smith Zoning Administrator Attachment CC: CIVIL CITY OF SOUTH BEND Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President SUBSTITUTE BILL NO. 37-23 May 16, 2023 City of South Bend PLAN COMMISSION Honorable Lori Hamann4thFloor, County-CityBuildingSouthBend, IN46601RE:1215and 1217 VanBurenPC#0156-23DearMs. Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 574)235-7627 www.southbendin.gov/zoning Enclosed is an Ordinance forthe proposed Zone Map Amendment at the above referencedlocation. Please include the attached Ordinance on the Council agenda forfirstreading atyourMay22, 2023, Council meeting, and set it forpublic hearing at your June 26, 2023 Councilmeeting. The petition is tentatively scheduled forpublic hearing at the June 20, 2023 SouthBendPlanCommissionmeeting. The recommendation of the South Bend Plan Commission willbeforwardedtotheOfficeoftheCityClerkbynoononthedayfollowingthepublichearing.The petitioner provided the following to describe the proposed project:Petitioners desire to rezone the property fromUl Urban Neighborhood 1 to U2UrbanNeighborhood2toallownewresidentialdevelopment.If you have any questions, please feelfree to contact our office.Sincerely, IL,11 :: rsmithZoningAdministratorCC: BobPalmerTim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 37-23 � .:, � 0 * 0 V'I z • <'��8t1SHE0 -.,,o City of South Bend PLAN COMMISSION Wednesday, June 21, 2023 South Bend Common Council 227 W. Jefferson Blvd., 4th Floor South Bend, IN 4660 I County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 www.southbendin.gov/zoning Re: Bill#38-23 - A proposed ordinance of DEPARTMENT OF REDEVELOPMENT CITY OF SOUTH BEND to zone from I Industrial to U3 Urban Neighborhood 3, property located at 1202 LAFAYETTE BL VD, City of South Bend -PC# 0163-23 Dear Council Members: I hereby Certify that the above referenced ordinance of DEPARTMENT OF REDEVELOPMENT CITY OF SOUTH BEND was legally advertised on June 10, 2023 and that the South Bend Plan Commission at its public hearing on June 20, 2023 took the following action: Upon a motion by Kara Boyles, being seconded by Francisco Fotia and carried, a proposed ordinance of DEPARTMENT OF REDEVELOPMENT CITY OF SOUTH BEND to zone from I Industrial to U3 Urban Neighborhood 3, property located at 1202 LAFAYETTE BL VD, City of South Bend, is sent to the Common Council with a FAVORABLE recommendation. The staff report is attached. The deliberations of the Plan Commission and points considered in arriving at the above decision are shown in the minutes of the public hearing, Minutes of the public hearing are available in our office and will be posted on our website once approved. Sincerely, �J1.� Angela M. Smith Zoning Administrator Attachment CC: DEPARTMENT OF REDEVELOPMENT CITY OF SOUTH BEND Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President SUBSTITUTE BILL NO. 38-23 June 21, 2023 City of South Bend PLAN COMMISSION Honorable Committee Chair Hamann 4th Floor, County-City Building South Bend, IN 46601 RE: 1006 St. Vincent Street PC#0165-23 Dear Committee Chair Hamann: County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 www.southbendin.gov/zoning -------·--·-----.......riled in Clerk's Office JUN 2 1 2023 -DAWN M�ONES CITY CLERK, SOUTH BEND, IN Enclosed is an Ordinance for the proposed Zone Map Amendment at the above referenced location. Please include the attached Ordinance on the Council agenda for first reading at your June 26, 2023, Council meeting, and set it for public hearing at your July 24, 2023L Council meeting. The petition is tentatively scheduled for public hearing at the July 17, 2023, South Bend Plan Commission meeting. The recommendation of the South Bend Plan Commission will be forwa rded to the Office of the City Clerk by noon on the day following the public hearing. The petitioner provided the following to describe the proposed project: Petitioner desires to rezone the property from U1 Urban Neighborhood 1 to U3 Urban Neighborhood 3 to build four (4) residential condominium units on the property. If you have any questions, please feel free to contact our office. Sincerely, /)10U-lk� Kari Myers Zoning Specialist CC: Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 44-23 red in Clerk's Officelay12023BILLNO. 44-23 ORDINANCE NO. DAWN M. VNES INCLERK,SOUTH BEND, IN AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, AMENDING THE ZONING ORDINANCE FOR PROPERTY LOCATED 1006 ST VINCENT STREET COUNCILMANIC DISTRICT NO. 4 IN THE CITY OF SOUTH BEND,INDIANA STATEMENT OF PURPOSE AND INTENT Petitioner desires to rezone the property from U1 Urban Neighborhood 1 to U3 Urban Neighborhood 3 NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of South Bend, Indiana, as follows: SECTION I. Ordinance No. 10689-19, which ordinance is commonly known as the Zoning Ordinance of the City of South Bend, Indiana, be and the same hereby amended in order that the zoning classification of the following described real estate in the City of South Bend, St. Joseph County, State of Indiana: That part of the Northeast Quarter of Section 1, Township 37 North, Range 2 East, Portage Township, City of South Bend, St. Joseph County, Indiana which is described as: Part of Lots # 101, 102 and 103 of the Plat of"Sorin's 2nd Addition to the Town of Lowell, now City of South Bend" as recorded in the records of the St. Joseph County, Indiana Recorder's office, and more particularly described as: Beginning at the Northeast corner of said Lot # 101; thence South (all bearings assumed) along the East lines of said Lots, # 101, 102 and a portion of Lot # 103, a distance of 158 feet more or less; thence West a distance of 50 feet more or less; thence North a distance of 158 feet more or less to the North line of said Lot# 101 said North line also being the South right-of-way line of St. Vincent Street; thence East along said Lot line and South right-of- way line a distance of 50 feet to the point of beginning. Containing 0.18 acres more or less. Subject to all legal highways, easements and restrictions of record. be and the same is hereby established as U3 Urban Neighborhood 3. SECTION II. This ordinance is and shall be subject to commitments as provided by Chapter 21-12.07(f)(7) Commitments, if applicable. SECTION III. This Ordinance shall be in full force and effect from and after its passage by the Common Council and approval by the mayor, and legal publication, and full execution of any conditions or Commitments placed upon the approval. Sharon McBride, Council President South Bend Common Council Attest: Dawn M. Jones, City Clerk Office of the City Clerk Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the City of South Bend, Indiana on the day of 2023, at o'clock . m. Dawn M. Jones, City Clerk Office of the City Clerk Approved and signed by me on the day of 2023, at o'clock m. James Mueller, Mayor City of South Bend, Indiana Filed in Clerk's Office JUN 2 1 2023 DAWN M.JONES CITY CLERK,SOUTH BEND,IN 2 - City of South Bend PLAN COMMISSION Petition for Rezoning or Combined Public Hearing Property Information Tax Key Number: 018-5105-3685 Address: 1006 St. Vincent Street, South Bend, IN 46617 Owner: Greystone Developers LLC Legal Description: That part of the Northeast Quarter of Section 1, Township 37 North, Range 2 East, Portage Township, City of South Bend, St. Joseph County, Indiana which is described as: Part of Lots# 101, 102 and 103 of the Plat of Sorin's 2nd Addition to the Town of Lowell, now City of South Bend"as recorded in the records of the St. Joseph County, Indiana Recorder's office, and more particularly described as: Beginning at the Northeast corner of said Lot# 101;thence South (all bearings assumed)along the East lines of said Lots, # 101, 102 and a portion of Lot# 103, a distance of 158 feet more or less;thence West a distance of 50 feet more or less; thence North a distance Project Summary The Petitioner desires to rezone to U3 Urban Neighborhood District to build 4 residential condominium units on the property. Requested Action Application includes (check all that apply) Rezoning Current District: U1 Urban Neighborhood 1 Additional Districts, if applicablE Proposed District U3 Urban Neighborhood 3 Additional Districts, if applicablE The Plan Commission and Council will consider the following in the review of a rezoning petition: 1) The comprehensive Plan: 2) Current conditions and the character of the current structures and uses in each district: 3) The most desirable use for which the land in each district is adapted,- 4) dapted;( 4) The conservation of property values throughout the jurisdiction;and 5) Responsible development and growth. Fl Subdivision — complete and attach subdivision application n Special Exception —complete and attach Criteria for Decision Making Use requested: n Variance(s) - List variances below, complete and attach Criteria for Decision Making Variance(s) requested: Required Documents Completed Application (including Contact Information) E Site Plan drawn to scale n Filing Fee Additional documents as noted above Contact information Property owner(s) of the petition site: Name: Greystone Developers LLC Address: 1130 South Bend Avenue, Suite 350 South Bend, Indiana 46617 Name: Address: Name: Address: Contact Person: Name: Danch, Harner & Associates, Inc. Attn: Michael Danch Address: 1643 Commerce Drive South Bend, Indiana 46628 Phone Number: 574-234-4003 mdanch@danchharner.com,jballard@danchharner.com E-mail: By signing this petition, the Petitioner/Property Owners of the above described Real Estate acknowledge they are responsible for understanding and complying with the South Bend Zoning Ordinance and any other ordinance governing the property. Failure of staff to notify the petitioner of a requirement does not imply approval or waiver from anything contained within the ordinance. The undersigned authorizes the contact person listed above to represent this petition before the South Bend Plan Commission and Common Council and to answer any and all questions related to this petition. Property Owner (s) Signatures: PRELIMINARY SITE PLAN PART OF THE NORTHWEST QUARTER OF SECTION 1, TOWNSHIP 37 NORTH, RANGE 2 EAST, CITY OF SOUTH BEND, PORTAGE TOWNSHIP, ST. JOSEPH COUNTY, INDIANA. SITE ST. VINCENT STREET 1 _. THAT PART OF 1NORM11010EASI QUARTER OF S 1. TOWNSHIP 3T p .11E NORTH.RANGE 2 FAST. PORTAGE 10MN911P.CITY OF SOUTH BOO. ST. 9 9 4 JOSEPH COUNTY.UDWN WHICH S°ESCROE0 A5:PMT 0i LOTS I 101. 103 AND 103 OF 111E PUT OF'50Rx'5 P.MORTON TO 111E TOWN OF LOWELL NOW CITY OF SOUTH NG CORCCOROED IN THE RECORDS OF THE N BE ST.JOSEPH COUNTY,UDWM RECORDER'S OFFICE.ANO MORE PMOCUJR3 7 SITE LDOOgN YIP OESOMBED M:BEGIN.°AT THE NORTHEAST CORNEA OF SND LOT/101: THOLE SOUTH(ALL BERMS ASSUMED)ALONG THE EAST UFS OF SND LOB.1 505 EDA 05 A PORION O LUT/ tRE A DISTANCE0051 OF 00 FEET I / ell., O MORE OR LLA:THENCE WEST A GSIANCE OF DO FEET MORE OR IE55; ut. OF H.0 A DISTANCE OF 156 FEET MORE OR IEA 10 THE NORTH I' E 2m ME / SC NORM TE NSF BEING RIGHT-0E-2m UNE 1 5T.WHCENT AMF51 HENCE 0 0 NANO SND IATUNEM0soU01ROM-0i-MT UNE•015'1NCE OF R FEET 1F HTE PONT OF N CHUTNNING0.18 ACRES MORE Cl LESS. KiY NOTii/I FUND' RECORD.TO ALL LEGAL 00 M00015. FASFME115 D RESTRICTIONS OF S PROPOSED ASPWLT. N.... A.—I O AW 00. ©O 0 PAA am wE CI I.I.:i.:1 L.,v C: OZ PROPOSED CONCRETE 00(1000- NDMIG mow. a'MME.moo:WHITE. Al/ • DWELLING O FENONO N10NED PER 20111110 ORO.E. IT 1 0 M5PROPOSEDORNMACESYSTEMAREA O PROPOSED usasosPOc. 3TORIES R a W 1 OG PROPOSED.0 COMPAQ RFT E OP 91E A).PROPOSED 9MDWL.__...._....__—.__.At/b MIf p} B).CMOETE AM.. I......_.._.._.._._61 iD>s F 7 J C) OPER SP PAWT LI._....._..._..____—.1.]W IIID y yy D}OPER SPACE 1.013 2ED3i /0./*,t' RJ. ALL PER O TOMMAGEFCU S TO Q. 11.1 BY OH-9E ONARIAQ MIFM1ZSEEDPEROIYOP5011THROTO01QEFAR10STAtOMOS G U 5A 11E PROPERTY N ID ff..BY PUBLL M.F SEFEA SS.. O M B) LNOSfiPWc TO CC..WM OTY OP SOUTH RHO marc ORRNAX2R3TORIESRW J N BURD110 15(a-STOP. w M w ceW CI DWELUNG PROPERTY cc'fR0C$ T R 3 TORIES R • 1 Q J oYMD SEBKN w Filed in Clerk's l i \\5'sae YARD SETBM[ z ffice OC 5'REM YARD SETMMN 00 • g 0 w N 22 —O ° 01 JUN 2, 1 2023 21 1A` IiI 5 a i. pN ii OSOD DAW/Tl. M D,sc.FxaF1Ra. A i D a 3d 110 d ICi e1NG ERK, p''KEBENISCALEI' '" 0 PRELIMINARY SITE PLANRIP it W wN HN:FN a a UPN NPm E11)t B' °-'P _ Q KDFE 6RWI1 e.. REVISIONS MEI IW'IP 1 IP i 6/16/t3 RTu ns,u mon I•V*0../ QY O I f SGVED Ds BF. DOE BY 1/1 iRa„•..,.... •._ PH um' . i I. RE a PIM YMO! 1301615 SMM June 21, 2023 City of South Bend PLAN COMMISSION Honorable Committee Chair Hamann 4th Floor, County-City Building South Bend, IN 46601 County-City Building 227 W. Jefferson Blvd. 1400S South Bend, IN 46601 (574)235-7627 www.southbendin.gov/zoning RE: 1018 North Frances Street PC#0166-23 Filed in Clerk's Office [JUN71 20/� DAWN M. JONES CITY CLERK, SO�°I:H BEND, IN Dear Committee Chair Hamann: Enclosed is an Ordinance for the proposed Zone Map Amendment at the above referenced location. Please include the attached Ordinance on the Council agenda for first reading at your June 26, 2023, Council meeting, and set it for public hearing at your July 24, 2023, Council meeting. The petition is tentatively scheduled for public hearing at the July 17, 2023, South Bend Plan Commission meeting. The recommendation of the South Bend Plan Commission will be forwarded to the Office of the City Clerk by noon on the day following the public hearing. The petitioner provided the following to describe the proposed project: Petitioner desires to rezone the property from U1 Urban Neighborhood 1 to NC Neighborhood Center. If you have any questions, please feel free to contact our office. Sincerely, /{vu:_�� Kari Myers Zoning Specialist CC: Bob Palmer Tim Corcoran Planning Director Angela Smith Zoning Administrator Scott Ford Commission President BILL NO. 45-23