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HomeMy WebLinkAbout2011-R-04 RESOLUTION NO. 2011-R- q RESOLUTION APPROVING STATEMENT OF BENEFIT FOR PROPOSED OF REAL AND PERSONAL PROPERTY TAX ABATEMENT WHEAREAS, Accent Marketing Services, LLC., has petitioned the Common Council of the City of Jeffersonville, Indiana, for a deduction in real and personal property taxes to be assessed on a proposed expansion to be located at Lot l , Section 5, Market Place, Town Center Boulevard located in the City ofJeffersonville, Clark County, Indiana; and WHEAREAS, Accent Marketing Services, LLC, has submitted a Statement of Benefits on the form prescribed by the Indiana State Board of Tax Commissioners for such purpose, which statement includes a description of the proposed redevelopment, an estimate of the number of individuals who will be employed as a result of the redeveloped, an estimate of the annual salaries of these individuals, and an estimate of the value of the redevelopment; and WHEAREAS, the Common Council of the City of Jeffersonville has previously determined that the area in which the proposed redevelopment project is located in the City of Jeffersonville qualifies as an economic revitalization area pursuant to Indiana Code 6 -1.1- 12.1 -5, et seq. WHEAREAS, the Common Council has reviewed the Statement of Benefits and its attachment "A" submitted herein, and attaches and incorporates the Statement of Benefits submitted herein, and attaches and incorporates the attachment "A" to this Resolution. NOW, THEREFORE, BE IT RESOLVED by the Common Council of the City of Jeffersonville, Indiana, that it specifically and affirmatively find as follows: 1. That the estimate value of the qualifying real estate improvement of $1,600,000.00 is reasonable for projects of the nature described in the Statement of Benefits submitted by the company. 2. That the estimate of the value of qualifying manufacturing equipment of $800,000.00 is reasonable for projects of the nature described in the Statement of Benefits submitted by the company. 3. That the estimate of the number of' 576 individuals who will be employed can reasonably be expected to result from the proposed described redevelopment of rehabilitation. 4. That the estimate of the annual salaries of 17,133,868.00 of those individuals who will be added can be reasonably expected to result from the proposed described redevelopment or rehabilitation. 5. That the purchase and installation of the qualifying manufacturing equipment must be completed within three years. 6. That the taxes lessened from the granting of this abatement shall be used for manufacturing equipment up the purchase price of $800,000.00, and for improvements in real estate up to the value of $1,600,000.00 7. That all other information requested from Accent Marketing Services, Inc., has been submitted, and the benefits described in such information can be reasonably expected to result from the proposed described redevelopment. 8. That the totality of benefits for said redevelopment is sufficient to justify the deduction. 9. That Accent Marketing Services, LLC. has agreed to the payment of a fee of 10% of the annual benefit of the abatement of the Jeffersonville City Council annually as described in IC 6 -1.1- 12.1 -14. BE IT FURTHER RESOLVED, that the Common Council of the City of Jeffersonville, Indiana, hereby approves the application for deduction presented by the Statement of Benefits filed by Accent Marketing Services, LLC., and that said company shall be entitled to deduction for a period of TEN (10) years for improvements to real property, pursuant to provisions of I.C. 6-1.I- 12.1 -3(d) and FIVE (5) years on qualifying personal property pursuant to the provisions of IC 6-1.1 -12.4 for personal property, with the timely filing and perfection thereof with the Clark County Auditor's office. This Ordinance shall be in full force and effect from and after its passage and approval. Passed and adopted this day of , 2011, by the Common Council of the City of Jeffersonville, Clark County, Indiana. / /�// /, %c ./�" , % / President, Common Council ATTEST: Peggy Wilder, Clerk- Treasurer Presented by me as Clerk - Treasurer to the I%Iayor of the City of.leffersonville, Indiana, this' day of n , 2011 •�. L4) ;.1'∎ \1N Peggy Wilder, Clerk- Treasurer Thi� a }' of , 2011 3 �� ; z // Thomas R. Calligan'tayor, ATTACHMENT TO THE STATEMENT OF BENEFITS FOR ACCENT MARKETING February 28, 2011 The council will grant a 10 -year abatement on 51,600,000.00 in real property and 5 -year abatement on 5800,000.00 in personal property as allowed by state statute. This applies to qualifying new equipment order after the abatement is granted and is subject to the dollar limit specified on the SB -l. This abatement will only apply to equipment purchased and installed within 3 years from date of passage. The company will provide jobs and salaries as specified in the SB -1 and any attachment thereto. The "salaries" on the SB -1 is agreed to mean base hourly wages, without overtime or benefits, times 2080 hours per year for the number of employees as indicated in Section 3 of the SB -1. It is the expectation of the council that the company will reach the number of employees and average wages specified on the SB -1 within three years of the date of the granting of the abatement. The company understands that his abatement is being offered based upon those jobs and wages. If the company fails to substantially reach those numbers or fails to maintain those numbers over the life of the abatement, the council may as provided by law rescind this abatement. The company agrees to make available any and all information the council deems necessary to verify compliance. The company agrees to pay an annual fee of 10% as described in Indiana Code 6 -1.1- 12.1-14. ACCENT MARKETING SERVICES, LLC Matt Fogarty Chief Financial Officer (021:4, STATEMENT OF BENEFITS I FORM SB -11 PP I 1iN PERSONAL PROPERTY - Stator Form 51764 (It 1-06J PRIVACY NOTICE Prescribed by the Department of Local Government Finance The cost and any spot& iiev,di salary ntarmelon u contt baI: the maenad the fling Is pubic rectal ant IC 6-1.1- 12.15.1 (c) and (nl. INSTRUCTIONS: E This statement must be submitted to the body designating the Economic Revitalization Area pia to the public hearing (((he designating body requires donnation from the applicant in making its decision About whcfherfo designate en Economic Revitalization Area. Otherwise this statement must be submitted to the designating bddy BEFORE a person installs the new manufacturing equitation( and/or research and developmeN equipment andior logistical dafibufion equipment and/or information technology equipment for which the person wishes to claim a deduction. Projects' planned or committed to ether July 1. 798/. and areas designated after July 7. 1987, tequim a STATEMENT OF BENEFITS. ((C 6 -1.1 -12.1) 2. Approval of the desgnating body (C1y Council. Town Boam, County Council. eta) must be obtained prier lo installation of the new manufacturing equipment andkrresearch and development equipment andor logistical distribution equipment andrar informs:ton technology equipment. BEFORE a deduction may be approved 3. To obtain a deduction, a person must Ole a certified deduction schedule MA the porson properly return on a sealed deduction schedule (Form 103 -ERA) with the township assessor of the township ,Mere the properly (a situated. The 103 -ERA must be hied between March 1 and May 15 of the assessment year in which new menufec(unng equipment and/or research and dovulopmen( equipment and/or IoglsBCef distribution equipment and/or M(onnation technology equipment is Installed and tuRyfunctiona(, oMess a filing extension has been obtained. A person who obfabts a fling extension must Br: Inc form between March 1 and the extended due dale of (hal yaor. 4. Property owners whose Statement of Benefits VMS approved eller Juno 30, 1991, must submit Form CF -1 /PP annually to show compliance with fhu Statementc/Benefts (106.7.7. 12.7 -5.6) 5. The schedules eslabaaned under 1C 61.1- 12.14.5(d) and (o) apply to equipment installed after March 1. 2001. For equipment msfabed prior to March 2, 200f, the schedules and statutes in effect at 1119 the shall continue to apply. (1C 6-1.1- 72.14.5(Q and (g)) SECTION 1 TAXPAYER INFORMATION Name ormmayr ACC NIA Ye -i,JG Sg\Ac- 1.L G- Address of tespayer Misstep and shy Eta and Woods � 1 1 5 o u 2 r Ac . ' too JEFri2. . soNVtUf Jl 419130 N / Name dwntx.pawn _ / _ 1 f $(�-1 10b` Z0d - ZS • Y ' V /� 7 Name of desgnasng Dods Resolution number Is) Locadcnof property fliftfigEri (TL-. jecunt DLGF Wring Strict number Lon 1 Sect S JEFi TZ55nntrue 1N,7 Jw ark.&J4i G1.AIZR Desaiption N manufacturing equipment and/or research and development equipment ESTIMATED and/or logistical disbibution equipment and/or inlonnatron technology equipment START DATE CCb.IPLETIDN DATE (use akbonel sheets if necessary) �ry� Manufacturing Equipment Z 0/ 1 1-013 COM('E'r771vE oJGtir RbO Equipment lf- (5 ^ e D) Logist Dist Equipment IT Equipment 2--.0 11 7 -013 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT anent r . Se as Nunn: retained °Nai<s Number eWmcnal { T 4.3 576 It 17 1 g68 • SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT NOTE: Pursuant to IC 6-1.1-12.1-5.1 (d (2) the MANUFACTURING R & D EQUIPMENT LOGIST DIST IT EQUIPMENT EQUIPMENT EQUIPMENT • COST of the properly is confidential. COST ASSESSED OOST ASSESS r OOST ASSE CDST ASSESSED {FLUE VALUE Current values Ls intimated values of be project _ $tX1 OW (r 7otl, rtiU Less values s of any y property rty Doing ing r'epbCM Net estimated values upon completion of project SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Btu solid waste convened (pounds} _- Eslimaled hazardous waste converted ipourids) Other sonars, - SECTION 5 TAXPAYER CERTIFICATION I hereby certify that the representations In this statement are bue. Sipnaurt of .011 mpm , Tido Dele signed (month. des wren C .. cry ai(a /a wy FOR USE OF THE DESIGNATING BODY • We have reviewed our pda actions relating to the designation of this economic revitalization area and And that the applicant onsets the general standards adopted in the resolution previously approved by this body. Said resolution. passed under IC 6-1.1-12.1-2.5. provides for the following limitations as authorized under IC 6-1.1-12.1-2. A . The desgnated area has been limited to a period of :tine not to exceed,_ calendar years • (see bebw. The date this designation expires bra la- 31- 19 . 8 . The type of deduction that is allowed in the designated area is Boiled to: 1. Installaton of new manufacturing equipment: Yes ❑hjo 2. Installation of new research and development equipment ❑ Yes I',— �D�'sle o 3. Installaton of new logistical distribution equipment ❑Yes N o 4. Insmllalon of now information technology equipment; es ON o C. The amount of deduction applicable to new manufacturing equipment Is limned to $ ' t Apr eY$ cost with an assessed value of 5 14.40 ACrO . D. The amount of deduction applicable to new research and development equipment is limited to S cost with an assessed value of $ E . The amount of deduction applicable to new logistical distribution equipment is limited to S cost with an assessed value of S F. The amount of deduction applicable to new information technology equipment is limited to $ ) 1 O °)J O'3 cost with an assessed value of $ t 2.640 . ' G Other limitations or conditions (specify) 11. The deduction for new manufacturing equipment and/or new rosearch and deveopment equipment and/or new logistical distdbubon equipment and/or new information technology equipment installed and first claimed eligible for deduction on or after July 1.2000. is allowed for: ❑ 1 year 06 yeas '• For ERAS established prior to July 1. 2000, anti a 02 years 07 years 5 or 10 year schedule may be deducted. 03 years 03 years ❑a acs 09 years years ❑10 Yews •• Also we have reviewed the information contained In me statement of benefits and fed that the estimates and expectations are reasonable un:f base determined that the taalny of benefits Is gufIlcient to }Wiry the deduction described above. /24,/.72 Approved. (era= ondt.e.b.thenzad men *M Top - -. ... play/.,— .Q�J1y_tppYl "f�F Telephone ratter g ala signed fmvVA, day. lr+d Minkel �r V V Ueypnaletl body tot If the designating body limits the time period during which an area is an economic revitalization area. it does not limn the length of lino a taxpayer is entitled to receive a deduction to a number of years designated under IC 61.1- 12.1 -4.5 • "ACCENT is considering moving its current call center location in New Albany to a new location at Town Center Blvd in Jeffersonville. This new location would provide a State of the Art building which would help ACCENT grow head count in this location as well as the corporate headquarters. Without this facility, new work and some existing work (and head count) would likely be placed in our Monroe, LA site. Accent's Corporate Headquarters is in Clarksville and we have 8 United States locations, 3 of which are located in Indiana (Tell City, New Albany and Jeffersonville). ACCENT has other locations in Arkansas, Missouri, Louisiana, Florida and Jamaica. " * Currently we employ 401 in the New Albany location and anticipate hiring an additional 175 within the period ending in calendar year 2013. The anticipated salaries will be $17,133,868 and with fringes added will be approximately $17,305,207. STATEMENT OF BENEFITS l . 1 REAL ESTATE IMPROVEMENTS FORM SS-11 RE I ' t, k, a Slate form51TBT IR /1-0s) '• Prescribed by the Department oI Iota Gavorr:nen: Finance INSTRUCTIONS' 1. This statement must be submitted to the body designs.Ng the Economic Rewtal}btion Area prior fo the public hearing tithe *signaling 00dyrspulcs information (tom the apptant in making its decis,.tn about vthclhorto designate an Economic Rowla&zaban Otherwise this s momenrmast be submitted to the designating body BEFORE the redevelopment or rehetuerarbn of real property for the person wishes to dawn a dedacdan, 'Projects' planned or cam netcdto oferJuy 1, 1987, and areas designated after Juy 1, 1987, require a STATEMENT OF BENEFITS. (IC 6-1.1 -12.1) 2. Approval of the designating body (My Cored, Town Bcarl, County Cornea. etc. must be oMained prior go inktarien of the redevelopment orrehabiSTaLon, BEFORE a deduction may be approved. 3. To °brain a deduction, Fpm 322 ERA, Application tor Deduction from Assessed Valuation of Shaul -es M Economic Revitalization Areas, must be Bad with the County Auditor by the laterot. (1) May 10; or (2) thirty (30) days atterfha notice &addition to assessed valro(ion or new assessment is mailed to the property owner at the address shown on the records of the tavnsMp assessor. 4. Propeny owners whose Statement of Benefna was approved after June 30. 1991, most submit Form CF -ir12E annual& 10 show compNan-re w*h the Statement d Benefits. ()C 6 -1.1- 12.1- 5.1(b)) 5. The schedules esteb &shed under le 6.1.1- 121 -4(d) effective Jury 1, 2000, apply to any statement of benefits Eed on or atterJuy 1, 2000. The creedubs effective prior to July 1, 2000, shall continue 's. apply to Chase statement of benefts fed before July 1, 2000. SECTION 1 TAXPAYER INFORMATION Name of bxpcyor /49,02:441C. Cei # ta4t e / reit A4&Vee Of taxpayer (amber and mapt c JBL, end 2/P Code) - -- !iQlb 2ecr -ve 2A. Ct.v0S $,-! 5, DI/ ¢7! /9 Name of tonal paean —_.. r—r /J ELSis'/ Tekphorc nuntrr 775I.z• 9.73•a?S3 75 SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT name ddedgoedng b Reco)gonnunbr Location orpropary f?5 bo/II//b.r4 T.42.eantRC -E Came - DLOF lexmg dada number C-o r / / Schwa $ roe wit cc csun.o U.42JC. Description of real popery wemvereenq, redevv1Prrea. r rahablb6on (uu ed&Rb700154apossry) ESTIMATED 547 `✓R rn ass -. J Ce rA.U-7FybtiWG ant. H.t :04er Le. / Start Date Completion 0* CoClr/sfe.o'k. 60.45Ct Pa445.4C5 /F /XTHTs'5 ise4C,CL.H+6l 4. /. o2oe/ o?'1. 4b, SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT C.rt.nvcncr _alaras O !Japer :Mira! Salanc Wetter additiorel $eladee I --- 0' .—O - .- O — 5710 ,A /9/S3, rose° , SECTION 4 ESTIMATE D TOTAL COST AND VALUE OF PROPOSED PROJECT NOTE: Pursuant to IC 6-1.1- 12.1 -5.1 (6) (2) the REAL ESTATE IMPROVEMENTS COST of the properly is ocreldentlal. COST ASSESSED VALUE Current values —O r PS estimated values of proposed project - / e.e". car. Lees values of any properly being replaced Nut estimated values upon ccmpedon M prc{ccl 5 / dee coo. — SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISE() CV THE TAXPAYER Estimated solid waste convected (pounds) Esgmated hazardous waste converted (pounds) Other benefits: i I SEC IION c TAXPAYER CERTIFICATION I hereby codify that the representations In IhMS statement are we. Signature ajthcct drepesrrathe Ilse , ,r Oa: d (many day p961) �.. 1 7 �31 /I FOR USE OF THE DESIGNATING' BODY ' We hero reviewed our prior actions relating to the designation of this Economic Revlmllzalien Area and find that the applicant meets the general standards adopted In the rosdu6cn previously approved by this body. Said resolution. passed under IC 61.1.124 prowie* for the following limitatbne. A. The designated area has been limited to a pcdod of We nct to exceed l 0._ calendar cale years • (see below). The date this designation expires is t, -3I t B. The typo of deduction that is abwed in the designated area is limited re: / 1. Redevelopment or rehabilitation of real estate improvements ❑ Yes ONo 2. Roridentialydlstressed areas 0 Yes 0 No 3. Occupancy of a vacant building ❑Yes 0No C. Tha amount d the deduction applicable is limited to S f 6drt f 0 a . 0. Other lintabote or conditions (specify)_ . E. Tho deduction a allowed for 1 0 ye*: s• (see before). we have also reviewed the inlamaton contained In the statement of heneret and find that the estimates and expectations are reasonable and have determined ttal the totality d nefits to dent to justify the deduction d:seribed above. Approve (sIgneron and I ardhavedwwmberof designs/ft body) Telephone minter Oise xgreap>nab, del: year) h'bCi for:svlrvk Oita. .-/ ll -p�_ /7 � Y� y ri GGr� a t._L'P.t -IL ✓ . ihA.tL! 1 C >T° C�lO4+ebrt. tithe designating body eats the 6me period during wthk,, an area is an economic revitalization area, t dons not lime the length dime a taxpaver is entitled to receive a deduction to a number of years designated under IC 6-1.12- 12.1.4. A. For residentially distressed areas, the deduction period may not exceed five (5) years. B. For redevelopment and rehabilitation a real estate improvements: 1. II the Eccncac Revitalization Aral was designated prior l0 July 1, 2000, the deduction period is Iimited to three (3), six (6), a ten (10) years. 2. 11 the Eeahomb Revitalization Area was designated a0a June 20, 2000, the deduction period may not exceed ten (10) years. C. For vacant buildings, the deduction period may not exceed two (2) years. • • Page 2 of 2 • Property Tax Estimate for Accent Marketing Clark County, JEFFERSONVILLE CITY-IFW, Tax District No: 10010 Tax Rate (2010): $2.7298 REAL PROPERTY Cost of Real Property: 51,600,000.00 With Abatement Without Abatement Circuit Net Circuit Net Estimated Tax Property Breaker Tax Property Property Breaker Tax Property batement Taxes Credit Taxes Taxes Credit Taxes avings Year 1 $0 $0 $0 $43,677 $0 $43,677 43,677 Year 2 52,184 $0 52,184 $43,677 $0 $43,677 41,493 Year 3 $8,735 50 58,735 $43,677 $0 543,677 34,942 Year 4 $15,287 $0 515,287 $43,677 50 $43,677 28,390 Year 5 521,838 50 521,838 $43,677 50 $43,677 21,839 Year 6 $26,206 50 526,206 543,677 $0 543,677 17,471 Year 7 $30,574 50 530,574 543,677 $0 $43,677 13,103 Year 8 534,941 $0 534,941 543,677 50 $43,677 8,736 Year 9 539,309 $0 539,309 $43,677 50 543,677 4,368 Year 10 541,493 $0 541,493 543,677 50 $43,677 2,184 Totals 5220,568 $0 $220,567 $436,768 $0 5436,770 _ _ 1. 144 PERSONAL PROPERTY Cost of Personal Property: 52,000,000.00 With Abatement Without Abatement Circuit Net Circuit Estimated Tax Property Breaker Property Property Breaker Net Property Abatement Taxes Tax Credit Taxes Taxes Tax Credit Taxes Savings Year 1 $0 $0 50 521,838 $0 521,838 $21,838 Year 2 56,115 $0 56,115 530,574 50 530,574 524,459 Year3 59,172 $0 59,172 $22,930 $0 $22,930 513,758 Year 4 510,482 $0 310,482 $17,471 $0 517,471 56,988 Year 5 513,103 50 513,103 516,379 $0 $16,379 $3,276 Totals $38,872 $0 $38,872 $109,192 $0 $109,192 NM