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HomeMy WebLinkAbout2019--R-15 AMATROL BEFORE THE COMMON COUNCIL FOR THE CITY OF JEFFERSONVILLE, INDIANA RESOLUTION NO. 2019-R- IS RESOLUTION APPROVING STATEMENT OF BENEFIT FOR PROPOSED REAL PROPERTY & PERSONAL PROPERTY TAX ABATEMENT WHEREAS,Amatrol, Inc. petitioned the Common Council of the City of Jeffersonville, Indiana, for a deduction in real property and personal property taxes to be assessed on a proposed development of property, for an approximately 30% expansion of their manufacturing space to accommodate growth of new product line and equipment to support proposed expansion to be generally located at 2400 Centennial Boulevard located in the City of Jeffersonville, Clark County, Indiana; and WHEREAS,Amatrol, Inc. has submitted a Statement of Benefits on the form prescribed by the Indiana State Board of Tax Commissioners for real property and personal property, which statement includes a description of the proposed expansion and investment in equipment, an estimate of the number of individuals who will be retained as a result of the expansion and investment in equipment, an estimate of the salaries of these individuals, an estimate of the number of individuals who will be employed as a result of the expansion and investment in equipment, an estimate of the annual salaries of these individuals, and an estimate of the value of the expansion and investment in equipment; and WHEREAS,the Common Council of the City of Jeffersonville has previously determined that the area in which the proposed development 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.; and aoi S-RBIs WHEREAS,the Redevelopment Commission of the City of Jeffersonville has made a favorable recommendation for approval of the Statement of Benefits for real and personal property; and WHEREAS,the Common Council of the City of Jeffersonville has reviewed both Statements 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. 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 Amatrol, Inc., and that said company shall be entitled to deduction for a period of TEN (10)years for improvements to real property and a period of FIVE (5)years for improvements to personal property pursuant to provisions of I.C. 6-1.1- 12.1-3(d),with the timely filing and perfection thereof with the Clark County Auditor's and Clark County Assessor's office. This Resolution shall be in full force and effect from and after its passage and approval. Passed this '7 day of Dc,-k bet , 2019. 0 D F R: VOTED AGAINST: aoiQR-Ls Passed and adopted by the Common Council of the City of Jeffersonville, Clark County, Indiana on this '7 day of Or. ber , 2019. Tresideny Attest: I I, Vice- 4es%d)en r1- Ife)Ch 10-2eLL Vicki Conlin, Clerk Presented by me as Clerk to the Mayor of said City of Jeffersonville this? day of Q�c -o}D p(-" , 2019. fait- Vicki Conlin, Clerk This Resolution approved and signed by me this day of 2019. • 1l��Z ike Moore, Ma or This Resolution vetoed by me this day of , 2019. Mike Moore, Mayor 4 t{TAT. �,,.� STATEMENT OF BENEFITS 20 PAY 20 . ' l REAL ESTATE IMPROVEMENTS / State Form 51767(R6/10-14) FORM SB-1 i Real Property ase 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 Ez Redevelopment or rehabilitation of real estate improvements(IC 6-1.1-12.1-4) of paid tothe individual and specific salaries ties 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 March 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 AMATROL INC Address of taxpayer(number and street,city,state,and ZIP code) 2400 CENTENNIAL BLVD JEFFERSONVILLE, KY 47130 Name of contact person Telephone number E-mail address PAUL PERKINS ( 812 ) 288-8285 paul_perkins@amatrol.com SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number JEFFERSONVILLE REDEVELOPMENT COMMISSION Location of property County DLGF taxing district number 2400 CENTENNIAL BLVD JEFFERSONVILLE, KY 47130 CLARK 10-039-010 Description of real property improvements,redevelopment,or rehabilitation(use additional sheets if necessary) Estimated start date(month,day,year) This proposed expansion represents an approximately-30%"expansion(26,000 sf)of Amatrol's manufacturing space 12/01/2019 _ to accommodate growth of new product lines in Smart Automation and HVAC,and to accommodate growth in Estimated completion date(month,day,year) International markets. 12/31/2020 SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current number Salaries Number retained Salaries Number additional Salaries 198.00 $8,800,000.00 198.00 $8,800,000.00 35.00 $1,700,000.00 SECTION 4 ESTIMATED TOTAL COST AND VALUE OF PROPOSED PROJECT REAL ESTATE IMPROVEMENTS COST ASSESSED VALUE Current values 6,976,281.00 5,936,400.00 Plus estimated values of proposed project 2,000,000.00 2,000,000.00 Less values of any property being replaced o.00 Net estimated values upon completion of pro'ect e,976,281.00 7,939,400.00 SECTION 5 WASTE CONVERTED AND OTHER BENEFITS PROMISED BY THE TAXPAYER Estimated solid waste converted(pounds) 0.00 Estimated hazardous waste converted(pounds) 0.00 Other benefits SECTION 6 TAXPAYER CERTIFICATION I hereby certi that the represen rs in t s Jtement are true. Signature of a oriz represe jilD e Date signed(month,day,year) SEPT 18, 2019 Printed name o authorized representative Title PAUL PERKINS PRESIDENT Page 1 of 2 FOR USE OF THE DESIGNATING BODY We find that the applicant meets the general standards in the resolution adopted or to be adopted by this body. Said resolution,passed or to be passed under IC 6-1.1-12.1,provides for the following limitations: A. The designated area has been limited to a period of time not to exceed I 09 IT5 calendar years*(see below). The date this designation expires is B. The type of deduction that is allowed in the designated area is limited to: 1.Redevelopment or rehabilitation of real estate improvements ,Yes ❑No 2.Residentially distressed areas ❑Yes ❑No C. The amount of the deduction applicable is limited to$ c COO,c.r D. Other limitations or conditions(specify) E. Number of years allowed: ❑Year 1 ❑Year 2 O Year 3 0 Year 4 E.,Year 5 (*see below) ❑Year 6 ❑ Year 7 ❑ Year 8 ❑ Year 9 Year10 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) % ` ." ' (f'la ) S75-(b1-1a I0 -7-1 P ed name/f�authorized m tuber f designating body Name of designating body IA-15F} C)III VrGe- PreSiken -I- ��i e(-Sonu1 11-e_ C,omm0✓1 C_I ( Att d by(signal a and tie of attester) Pri ed name of attester `1 �z , G I1�Ic �n 1 `If the designating body limits the tim 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. 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. 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 "IN, STATEMENT OF BENEFITS 7, ' PERSONAL PROPERTY FORM SB-1 /PP '.,.'.ham. !!) State Form 51764(R4 111-15) `% Prescribed by the Department of Local Government Finance PRIVACY NOTICE Any information concerning the cost of the property and specific salaries paid to individual employees by the properly owner is confidential per IC 6-1.1-12.1-5.1. INSTRUCTIONS y, This statement must be submitted to the body designating the Economic Revitalization Area prior to the public hearing if the designating body requires information from the applicant in making its decision about whether to designate an Economic Revitalization Area. Otherwise this statement must be submitted to the designating body BEFORE a person installs the new manufacturing equipment and/or research and development equipment, and/or logistical distribution equipment and/or information technology equipment for which the person wishes to claim a deduction. 2. The statement of benefits form must be submitted to the designating body and the area designated an economic revitalization area before the installation of qualifying abatable equipment for which the person desires to claim a deduction. 3 To obtain a deduction, a person must file a certified deduction schedule with the person's personal property return on a certified deduction schedule (Form 103-ERA)with the township assessor of the township where the property is situated or with the county assessor if there is no township assessor for the township. The 103-ERA must be filed between January 1 and May 15 of the assessment year in which new manufacturing equipment and/or research and development equipment and/or logistical distribution equipment and/or information technology equipment is installed and fully functional, unless a filing extension has been obtained. A person who obtains a filing extension must file the form between January 1 and the extended due date of that year. 4. Property owners whose Statement of Benefits was approved, must submit Form CF-1/PP annually to show compliance with the Statement of Benefits. (IC 6-1.1-12.1-5.6) 5. For a Form SB-1/PP 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/PP 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 Name of contact person AMATROL INC PAUL PERKINS Address of taxpayer(number and street,city,state,and ZIP code) Telephone number 2400 CENTENNIAL BLVD JEFFERSONVILLE, KY 47130 ( 812 ) 288-8285 SECTION 2 LOCATION AND DESCRIPTION OF PROPOSED PROJECT Name of designating body Resolution number(s) JEFFERSONVILLE REDEVELOPMENT COMMISSION Location of property County DLGF taxing district number 2400 CENTENNIAL BLVD JEFFERSONVILLE,KY 47130 CLARK 10-039-010 Description of manufacturing equipment and/or research and development equipment ESTIMATED and/or logistical distribution equipment and/or information technology equipment. START DATE COMPLETION DATE (Use additional sheets if necessary) Equipment to support proposed expansion(26,000 sf)of Amatrol's Manufacturing Equipment 12/01/2019 12/31/2020 manufacturing space to accommodate growth of new product lines in Smart R&D Equipment Automation and HVAC, and to accommodate growth in International markets. Logist Dist Equipment IT Equipment SECTION 3 ESTIMATE OF EMPLOYEES AND SALARIES AS RESULT OF PROPOSED PROJECT Current number Salaries Number retained Salaries Number additional Salaries 198 8,800,000 198 8,800,000 35 1,700,000 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 property is confidential. COST ASSESSED COST ASSESSED COST ASSESSED COST ASSESSED VALUE VALUE VALUE VALUE Current values 1,237,737 360,355 56,060 16,321 71,668 20,865 1,651,112 480,706 Plus estimated values of proposed project 550,000 550,000 0 0 0 Less values of any property being replaced 0 0 0 0 Net estimated values upon completion of project 1,787,737 910,355 56,060 16,321 71,668 20,865 1,651,112 480,706 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 Ify - t the representation" • ire true. Signatur:of au orized repres ntattati e Date signed(month,day,year) —..� SEPT 18, 2019 Printed name of authorized representative Title PAUL PERKINS PRESIDENT Page 1 of 2 FOR USE OF THE DESIGNATING BODY We have reviewed our prior actions relating to the designation of this economic revitalization area and find that the applicant meets the general standards adopted in the resolution previously approved by this body. Said resolution, passed under IC 6-1.1-12.1-2.5, provides for the following limitations as authorized under IC 6-1.1-12.1-2. A. The designated area has been limited to a period of time not to exceed -5 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 . Installation of new manufacturing equipment; Yes ❑ No ❑ Enhanced Abatement per IC 6-1.1-12.1-18 2 . Installation of new research and development equipment; ❑ Yes ❑ N o Check box if an enhanced abatement was approved for one or more of these types. 3. Installation of new logistical distribution equipment. ❑ Yes ❑ N o 4. Installation of new information technology equipment; Yes ❑ No C.The amount of deduction applicable to new manufacturing equipment is limited to$ cost with an assessed value of $ . (One or both lines may be filled out to establish a limit,if desired.) D. The amount of deduction applicable to new research and development equipment is limited to$ cost with an assessed value of $ . (One or both lines maybe filled out to establish a limit,if desired.) E. The amount of deduction applicable to new logistical distribution equipment is limited to$ cost with an assessed value of $ . (One or both lines maybe filled out to establish a limit,if desired.) F. The amount of deduction applicable to new information technology equipment is limited to$ cost with an assessed value of $ . (One or both lines maybe filled out to establish a limit,if desired.) G. Other limitations or conditions(specify) H. The deduction for new manufacturing equipment and/or new research and development equipment and/or new logistical distribution equipment and/or new information technology equipment installed and first claimed eligible for deduction is allowed for: ❑ Year 1 El Year 2 ❑ Year 3 El Year 4 Year 5 Enhanced Abatement per IC 6-1.1-12.1-18 Number of years approved: ❑ Year 6 ❑ Year 7 ❑ Year 8 ❑ Year 9 ❑ Year 10 (Enter one to twenty(1-20)years;may not exceed twenty(20)years.) I. 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. Also we have 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 b (signatur d title of authorized member of designating body) Telephone number Date signed(month,day,year) ( l ) 5- -7 d na e of authorized member of designating body Name of designating body I //�� h-ISA G- ,11 fic.e Res �e_rl+- Se�127�n� �Ie Common COQ/lot I Atte ted :(signet an title of attester P'riplted name%attester Vs G ( 1�rD/J/l'✓1 *If the designating body limits the ime 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 6-1.1-12.1-17 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. 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 NOW, THEREFORE, BE IT RESOLVED,by the Common Council of the City of Jeffersonville, Indiana,that it specifically and affirmatively finds as follows: 1. That the estimate value of the qualifying real estate improvement of$2,000,000.00 is reasonable for projects of the nature described in the Statement of Benefits submitted by the company. 2. That the estimate value of the qualifying personal property improvement of $550,000.00 is reasonable for projects of the nature described in the Statement of Benefits submitted by the company. 3. That the effective "start date"of the deduction period began on 2019, following approval from the Redevelopment Commission of the City of Jeffersonville. 4. That the abatement schedule is justified and prescribed by the Tax Abatement Score Sheet attached as"Exhibit A"to Ordinance No. 2015-OR-56. 5. That the estimate of the number of 198 individuals to be retained at the project site can reasonably be expected to result from the proposed described expansion and investment. 6. That the estimate of the annual salaries of the 198 individuals who will be retained at the project site can reasonably be expected to result from the proposed described expansion and investment. 7. That the estimate of the number of 35 new individuals to be employed at the project site can reasonably be expected to result from the proposed described expansion and investment. 8. That the estimate of the annual salaries of the 35 new individuals who will be employed at the project site can reasonably be expected to result from the proposed described redevelopment and rehabilitation. 9. That the taxes lessened from the granting of this abatement shall be for improvements in real estate up to the value of$2,000,000.00 and improvements in personal property up to the value of$550,000.00. 10. That all other information requested from Amatrol, Inc. has been submitted, and the benefits described in such information can be reasonably expected to result from the proposed described development and investment. 11. That the totality of benefits for said development and investment is sufficient to justify the deduction. 12. That Amatrol, Inc. 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 I.C. 6-1.1- 12.1-14. Abatement Schedule Exhibit Real Property Year Abatement Percentage 1 100% exempt 2 100% exempt 3 95% exempt 4 90% exempt 5 80% exempt 6 70% exempt 7 60% exempt 8 50% exempt 9 40% exempt 10 20% exempt 11 First year of full property tax payment Personal Property Year Abatement Percentage 1 100% exempt 2 50% exempt 3 40% exempt 4 20% exempt 5 10% exempt 6 First year of full property tax payment Abatement Savings Estimate Exhibit Indiana Tax Abatement Results Clark County,Jeff City CWW Tax Rate(18 Pay 19): I 14660%L Improvements(RE): $500,000 Year Abatement -Property Taxes WI' Property Taxes w/o Estimated Tax Abatement Percentage Abatement Abatement Savings Year 1 1005'. $0.00 517,330.03 517,333.33 Year 2 100% $0.00 $17,330.00 $17,330.00 Year 3 95% $866.50 $17,330.00 $16,463.50 Year 4 90% $1,733.00 $17,330.00 $15,597.00 Year 5 80% $3,466.00 $17,330.00 $13,864.00 Year 6 70% $5,199.00 $17,330.00 $12,131.00 Year 7 60% $6,932.00 $17,330.00 $10,398.00 Year 8 50% $8,665.00 $17,330.00 $8,665.00 Year 9 40% 510,398.00 ' $17,330.00 $6,932.00 Year 10 20% $13,864.00 $17,330.00 $3,466.00 rri00*. Totals $51,123.50 $173,300,00 $122,176,50 ._. .. . .. .. ... Indiana Tax Abatement Results Clark County,Jeff City OFW Tax Rate(18 Pay 19): I 3.4660%1 Improvements PP : $2,900,000 .‘ year ' ' Abatement PrOPerty Taxes WI Property Taxes w/o - Estimated Tax Abatement Percentage Abatement Abatement Savings Year 1 ICO% 50.00 $40,205.56 $40,205.66 Year 2 50% $28,143.92 $56,287.64 $28,143.92 Year 3 40% 525,329.53 $42,215.88 $16,886.35 Year 4 20% S25,731.58 $32,164.48 $6,432..90 Year 5 ' 10% $27,138.78 530154.20 S3,1215.42 I r, Totals : $106,343.81 $201,028.00 $94,684.19 - , ATTACHMENT TO THE STATEMENT OF BENEFITS FOR AMATROL, INC. , 2019 The Council will grant a 10-year abatement on$2,000,000.00 in real property and $550,000.00 in personal property as allowed by state statute. The Company will provide jobs and salaries as specified in the SB-1 and any attachment thereto. 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 five years. The Company understands this 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. AMATROL, INC. By: Printed: Title: BEFORE THE JEFFERSONVILLE REDEVELOPMENT COMMISSION STATE OF INDIANA A RESOLUTION RECOMMENDING TO THE COMMON COUNCIL APPLICATIONS FOR TAX ABATEMENT FOR AMATROL, INC. RESOLUTION NO. 2019-R- 5 WHEREAS, Amatrol, Inc. has made application for tax abatement from the City of Jeffersonville, Indiana; WHEREAS, the Common Council is the designating body for approving such applications; WHEREAS, said application requires review by the Jeffersonville Redevelopment Commission. NOW, THEREFORE, BE IT RESOLVED BY THE JEFFERSONVILLE REDEVELOPMENT COMMISSION THAT: 1. The Jeffersonville Redevelopment Commission has reviewed the attached "Statement of Benefits" for Personal Property and Real Property; and 2. The Jeffersonville Redevelopment Commission hereby recommends to the Common Council the applications for tax abatement for Amatrol, Inc. for personal property and real property. Ado d at a m etin of the Jeffersonville Redevelopment Commission held the i�t day of / , 2019. JEFFERSONVILLE REDEVELOPMENT COMMISSION /72"-- - Pr ide ATTEST: Secretary I/2961557.1 CURRENT CONDITION W/ EXPANSION 1 1 a _ _ — 3 __..- _... 11 BBB Ii 11 Ii 1i ii OD DO mmmmm ii fi i1 ii ii DO DO mmmmm .•.• Tr- r — + Imo.....,.... .... • ,q 0 r el } mmmmm mmmmm 0 ono °I I° °I I° °40° A A a mmmmm .... .. . ,ar•r mmmmm I° gm. °�0° m °I I° AD. ono. 'g0a ' .........— RA- ,6] ES Illiil IA gig i , L_ aillAilihiL / _ _=_=_==.] r_.-.-. .+--err-- .. ® .__�.., r `0 I I ® p + - _ O1000 OoOOoa -o.. 0 i { .can!.J.=eow 4i ..——__./` o �0 —� 017 —1— cm9 = Eby I 11 •_ 102.40 _______ im. _l_ - e 1 I ' i! g 7 Y2 I ¢ i ^ 4 I o®�, o mo I - --' o led Plamn.a. 0 0 0 — �°°21 oriiiilL g�gg El F-- 8A El Ie it wit h I -.. ci: ',,i rr i gL'•,i_ EN � � � CI 1" illy I per r• r'i I n ..� 21 ',g-�-y1II Ma N • "EXHIBIT A" GUIDELINES FOR CONSIDERATION OF PROPERTY TAX ABATEMENT JEFFERSONVILLE, INDIANA Projects will be considered for abatement only if: 1. The company/project meets all of the criteria set forth under I.C. 6-1.1 1-12.1 et seq in the form of deductions from assessed valuation. 2. The proposed new investment includes at least$1 million of real property and/or personal property that qualifies for tax abatement. 3. Construction has not begun and/or equipment has not been ordered or the equipment will be new to the State of Indiana. 4. In addition, if the applicant is not the company, authorization of the application must be obtained from the company. TAX ABATEMENT APPLICATION SCORE SHEET Applicant Name: Paul Perkins Application Date: 9/18/2019 Company: Amatrol, Inc. Street Address: 2400 Centennial Blvd. City,State,ZIP: Jeffersonville, IN 47130 Phone: 812-288-8285 Email: paul_perkins@amatrol.com Company Name: N/A (if different from applicant): Street Address: City,State,ZIP: Website: Street Address of Project Location: 2400 Centennial Blvd. City,State,ZIP: Jeffersonville, IN 47130. Project Description: This proposed expansion represents an approximately 30%expanssion (adding 26,000 sf)to Amatrol's manufacturing space to accommodate growth of new product lines in Smart Automation and HVAC training equipment/software and support growth of existing products in domestic and international markets. Page 1 of 8 Effective as of 10-26-15 PROJECT COMPOSITION: (6 points possible). If more than one scenario applies, use only the scenario with the highest point value. POINTS Personal Property Improvements 2 Real Property Improvements 4 Personal Property and Real Property Improvements SCORE 6 ACTIVITY DETAIL: (18 points possible). If more than one scenario applies, use only the scenario with the highest point value. POINTS Existing Facility—new office addition 6 Existing Facility—expanding or upgrading existing product 8 line Existing Facility—adding new product line 10 Existing Facility—addition of manufacturing and 12 warehousing space New Industrial (manufacturing), Warehousing or Logistics 14 Facility New Corporate Regional Office or Headquarters Building 16 New Research & Development Facility 18 SCORE 12 EXISTING VACANT STRUCTURE: (15 points possible). Will this project reactivate a facility that has been vacant for at least 12 months? POINTS Location will NOT reactivate a vacant facility QO Location WILL reactivate a vacant facility 15 SCORE 0 PROJECT CAPITAL INVESTMENT: (25 points possible). What is the total capital investment for this project? Use only the applicable scenario with the highest point value. POINTS $1 million—$4,999,999 10 $5 million—$9,999,999 15 $10 million—$19,999,999 20 $20 million or more 25 SCORE 10 Page 2 of 8 Effective as of 10-26-15 JOB RETENTION: (18 points possible). How many full-time positions will be retained as a result of this project? Use only the applicable scenario with the highest point value. POINTS 1—9 retained jobs 2 10—19 retained jobs 4 20—29 retained jobs 6 30—49 retained jobs 8 50—99 retained jobs 10 100—249 retained jobs 14 250—499 retained jobs 16 500 or more retained jobs 18 SCORE 14 NEW JOB CREATION: (18 points possible). How many net new full-time positions will be created as a result of this project? Use only the applicable scenario with the highest point value. POINTS 1—9 new jobs 2 10-19 new jobs 4 20—29 new jobs 6 30—49 new jobs 50—99 new jobs 10 100—249 new jobs 14 250—499 new jobs 500 or more new jobs 18 SCORE 8 AVERAGE WAGE: (18 points possible). Utilizing the average wage of all full-time positions for this project and using the current state minimum wage as a benchmark, how does the average wage of this project compare to the current minimum wage? Use only the applicable scenario with the highest point value. POINTS Less than 3 times current minimum wage 0 3 times current minimum wage 10 3.5 times current minimum wage 12 4 times current minimum wage 14 4.5 times current minimum wage 16 5 times current minimum wage(or higher) 18 SCORE 10 Page 3 of 8 Effective as of 10-26-15 EMPLOYER-SPONSORED HEALTH AND WELLNESS BENEFITS: (5 points possible). Will the company provide employer-sponsored health and wellness benefits at this location? POINTS Location will NOT provide employer-sponsored health and 0 wellness benefits at this location Location WILL provide employer-sponsored health and 5 wellness benefits at this location SCORE 5 WORKPLACE WELLNESS: (5 points possible). Will the company encourage and promote workplace wellness through employee participation in exercise and healthy living programs? POINTS Company will NOT promote workplace wellness through employee participation in exercise and healthy living 0 programs Company WILL promote workplace wellness through employee participation in exercise and healthy living O5 programs SCORE 5 EMPLOYER-SPONSORED RETIREMENT PLAN: (5 points possible). Will the company provide an employer-sponsored retirement plan qt this location? POINTS Company will NOT provide an employer-sponsored 0 retirement plan at this location Company WILL provide an employer-sponsored O retirement plan at this location SCORE 5 BENEFITS PACKAGE: (8 points possible). What percentage of your employees'total compensation package are fringe benefits? Use only the applicable scenario with the highest point value. POINTS 0% 0 1-10% 2 11—15% 4 16—20% L 21—30%or higher 8 SCORE 6 Page 4 of 8 Effective as of 10-26-15 DIVERSITY: (7 points possible). Will the company have a diversity and Inclusion policy in effect at this location? POINTS Company will NOT have a diversity and inclusion policy at 0 this location Company WILL have a diversity and inclusion policy at this location SCORE 7 GREEN TECHNOLOGY: (7 points possible). Will the company utilize green technology at this location? Please provide a description of all green technologies to be utilized at this location here: POINTS Company will NOT utilize green technology at this 0 location Company WILL utilize green technology at this location SCORE 7 GREEN INITIATIVES AND SUSTAINABIIITY ACTIVITIES: (7 points possible). Will the company implement programs designed to support sustainability through employee ride sharing,public transportation use, on-campus dining options or other initiatives? Please provide a description of all green initiative programs to be utilized at this location here: POINTS Location will NOT implement green initiative programs 0 Location WILL utilize green initiative programs 7Q SCORE 7 Page 5 of 8 Effective as of 10-26-15 COMMUNITY INVOLVEMENT: (5 points possible). The City of Jeffersonville will look favorably on companies that are involved in the community. The city will consider past and/or current community involvement of an existing company or proposed community involvement of a new company. Community involvement may include projects associated with the city,schools,local non-profit organizations, senior citizens, disadvantaged individuals or groups,day cares, etc. Community involvement must be documented and applicable documents attached to this Score Sheet. Please provide a narrative of community involvement here: POINTS Location will NOT be supporting projects associated with the city, schools, local non-profit organizations, senior O citizens, disadvantaged individuals or groups,day cares, etc. Location WILL be supporting projects associated with the city,schools, local non-profit organizations, senior Q citizens, disadvantaged individuals or groups, day cares, etc. SCORE 5 TOTAL PROJECT SCORE: Please add all above scores together and provide the total below TOTAL OF ALL ABOVE SCORES 107 SIGNATURES wow Signature of Applicant: Date: 1 ( w' 19 1-J! Print Name: POW I PC-,r.i v\_5 Signature of Company Representative: Date: (if different from applicant): Print Name: Page 6 of 8 Effective as of 10-26-15