HomeMy Public PortalAboutResolution 15-2015-15RESOLUTION NO. 2015 -15
COMMON COUNCIL OF THE CITY OF GREENCASTLE
A RESOLUTION AFFIRMING
PHOENIX CLOSURES, INC., AND CUATRO, LLC,
OF COMPLIANCE WITH STATEMENTS OF BENEFITS
WHEREAS Phoenix Closures Inc., and Cuatro. LLC have heretofore been granted certain
tax abatements in consideration of certain benefits for the City of Greencastle; and
WHEREAS said company has submitted the following forms as of May 15, 2015:
CF -1/PP for tax abatement on equipment granted in 2011
CF -1/RE for tax abatement on a facility investment granted in 2011 and,
CF -1NBD for tax abatement for the occupancy of a vacant facility granted in 2011.
WHEREAS the Common Council has reviewed the CF -1 forms, copies of which are
attached hereto, and has found compliance with previously approved Statements of Benefits.
NOW THEREFORE BE IT RESOLVED that the Common Council of the City of
Greencastle, Putnam County, Indiana, approves the CF -1 forms as submitted as being in
compliance with the Statements of Benefits previously filed by Phoenix Closures Inc. and Cuatro,
LLC.
BE IT FURTHER RESOLVED that this Resolution be made a record and filed along with
the CF -1 forms with the Putnam County Auditor.
PASSED by the Common Council of the City of Greencastle at its regular meeting this 9th
day of June. 2015.
COMMON COUNCIL OF THE CITY OF GREENCASTLE, INDIANA
s.�
Ji sie S. �inaham
Mary N. Hammer
1TiiLKIiT411
( �a
Tyler Wade
Approved and signed by me this 9th day of June 2015 at � p.m. o'clock.
Susan V. Murray, Mayor
ATTEST / O
Lynd nbar, Clerk- Treasurer
����.
����" C O M P L I A N C E W I T H S T A T E M E N T O F B E N E F I T S
1 R E A L E S T A T E I M P R O V E M E N T S
S a t e F o r m 5 1 7 6 6 ( R 3 1 2 - 1 3 )
P r e s c r i b e d b y t h e D e p a r t m e n t o f L o c a l G o v e r n m e n t F i n a n c e
I N S T R U C T I O N S :
1 . T h i s f o r m d o e s n o t a p p l y t o p r o p e r t y l o c a t e d i n a r e s i d e n t i a l l y d i s t r e s s e d a r e a o r a n y d e d u c t i o n f o r w h i c h t h e
S t a t e m e n t o f B e n e f i t s w a s a p p r o v e d b e f o r e J u l y 1 , 1 9 9 1 .
2 . P r o p e r t y o w n e r s m u s t f i l e t h i s f o r m w i t h t h e c o u n t y a u d i t o r a n d t h e d e s i g n a t i n g b o d y f o r t h e i r r e v i e w r e g a r d i n g
t h e c o m p l i a n c e o f t h e p r o j e c t w i t h t h e S t a t e m e n t o f B e n e f i t s ( F o r m S B - 1 / R e a l P r o p e r t y ) .
3 . T h i s f o r t h m u s t a c c o m p a n y t h e i n i t i a l d e d u c t i o n a p p l i c a t i o n ( F o r m 3 2 2 / R E ) t h a t i s f i l e d w i t h t h e c o u n t y a u d i t o r .
4 . T h i s f o r m m u s t a l s o b e u p d a t e d e a c h y e a r i n w h i c h t h e d e d u c t i o n i s a p p l i c a b l e . I t i s f i l e d w i t h t h e c o u n t y a u d i t o r
a n d t h e d e s i g n a t i n g b o d y b e f o r e M a y 1 5 , o r b y t h e d u e d a t e o f t h e r e a l p m p e r t y o w n e r s p e r s o n a l p r o p e r t y r e t u r n
t h a t i s f i l e d i n t h e t o w n s h i p w h e r e t h e p r o p e r t y i s l o c a t e d . ( I C 6 - 1 . 1 - 1 2 . 1 - 5 . 1 ( b ) )
5 . W i t h t h e a p p r o v a l o f t h e d e s i g n a t i n g b o d y , c o m p l i a n c e i n f o r m a t i o n t a r m u l t i p l e p r o j e c t s m a y b e c o n s o l i d a t e d o n
o n e ( 1 ) c o m p l i a n c e f o r m ( F o r m C F - 1 / R e a l P r o p e r t y ) .
2 0 1 5 P A Y 2 0 1 6
F O R M C F - 1 I R e a l P r o p e r t y
P R I V A C Y N O T I C E
T h e c o s t a n d a n y s p e c ' v 5 c i d i v i d u a r s
s a l a r y i n f o r m a t i o n i s c o n f i d e n t i a l : t h e
b a l a n c e o f t h e f i l i n g i s p u d i c r e c o r d
p e r I C 6 - 1 . 1 - 1 2 . 1 - 5 . 1 ( c ) a n d ( d ) .
S E C T I " "
N a m e o f t a x p a y e r
P h o e n i x C l o s u r e s , I n c . a n d C u a t r o , L L C
C o u n t y
P u t n a m
A d d r e s s o f t a x p a y e r ( n u m b e r a n d s t r e e t . c i t y , s t a t e , a n d Z I P c o d e )
1 8 9 9 H i g h G r o v e L N , N a p e r v i l l e , I L 6 0 5 4 0
D L G F L a c i n g d i s t r i c t n u m b e r
6 7 0 0 8
N a m e o f c o n t a c t p e r s o n
K e v i n M a h e r I
L O C A T I O N A N D . " O P R O P
N a m e o f d e s i g n a t i n g b o d y R e s o N G O n n u m b e r
G r e e n c a s t l e C o m m o n C o u n c i l 2 0 1 1 - 1 3
T e l e p h o n e n u m b e r
( 6 3 0 ) 4 2 0 - 4 7 8 5
E s t i m a t e d s t a r t d a t e ( m o n t h , d a y , y e a r )
0 9 / 0 1 / 2 0 1 1
L o c a t i o n o f p r o p e r t
2 0 0 0 S . J a c k s o n S t , ( f o r m e r l y 3 7 0 M a n h a t t a n R D ) , G r e e n c a s t l e , I N 4 6 1 3 5
A c t u a l s t a r t d a t e ( m o n N , d a y , y e a r )
1 0 / 1 / 2 0 1 1
D e s c r i p t i o n o f r e a l p r o p e r l y i m p r o v e m e n t s
R e f u r b i s h f o r m e r O x f o r d A u t o m o t i v e p l a n t i n t o a f o o d - q u a l i t y m a n u f a c t u r i n g p l a n t a n d d i s t r i b u t i o n
c e n t e r . E x p a n d t h e p l a n t b y 5 0 0 0 0 s q . f t .
, 3 - S E C T I O N 3 " i t E M P L O Y E E S A N D S A L A R I E S
E M P L O Y E E S A N D S A L A R I E S A S E S T I M A T E D
E s t i m a t e d c o m p l e t i o n d a t e ( m o n t h , d a y , y e a r )
6 1 3 0 / 1 2
A c t u a l c o r n p l e t i o n d a t e ( m o n t h , d a y , y e a r )
7 / 1 5 / 1 2
O N S B - 1 A C T U A L
C u r r e n t n u m b e r o f e m p l o y e e s
- 1 0 0
S a l a r i e s
5 1 7 5 0 0 0
N u m b e r o f e m p l o y e e s r e t a i n e d
1 0 0
S a l a r i e s
5 1 7 5 0 0 0
N u m b e r o f a d d i t i o n a l e m p l o y e e s
S a l a r i e s
C O S T A N D V A L U E S
R E A L E S T A T E I M P R O V E M E N T S
A S E S T I M A T E D O N S B - 1
C O S T
A S S E S S E D V A L U E
V a l u e s b e f o r e p r o j e c t
1 5 0 0 0 0 0
2 2 7 2 0 0 0
P l u s : V a l u e s o f p r o p o s e d p r o j e c t
1 3 5 2 2 0 0 0
L e s s : V a l u e s o f a n y p r o p e r t y b e i n g r e p l a c e d
N e t v a l u e s u p o n c o m p l e t i o n o f p r o j e c t
1 5 0 2 2 0 0 0
A C T U A L C O S T
A S S E S S E D V A L U E
V a l u e s b e f o r e p r o j e c t
1 5 0 0 0 0 0
P l u s : V a l u e s o f p r o p o s e d p r o j e c t
1 2 8 3 6 7 5 8
L e s s : V a l u e s o f a n y p r o p e r t y b e i n g r e p l a c e d
N e t v a l u e s u p o n c o m p l e t i o n o f p r o j e c t
" N S ��' W A S T E C O N V E R T E D A O T H E R B E N E F I T S
1 4 1 8 6 7 5 8
P R O M I S E D B Y T H E T A X P A Y E R
W A S T E C O N V E R T E D A N D O T H E R B E N E F I T S
A S E S T I M A T E D O N S E A A C T U A L
A m o u n t o f s o l i d w a s t e c o n v e r t e d
A m o u n t o f h a z a r d o u s w a s t e c o n v e r t e d
O t h e r b e n e f i t s :
E C T I 6 T A X P A Y E R C E R T I F I C A T I O
I h e r e b y c e r t i f y t h a t t h e r e p r e s e n t a t i o n s i n t h i s s t a t e m e n t a r e t r u e .
S i g n a t u r e o f a u t h o r i z e d r e p r e s e n t a t i v e
T i t l e
V P F i n a n c e
D a t e s i g n e d ( m o n t h . d a y , y e a r )
0 5 / 1 3 / 2 0 1 5
P a g e 1 o f 2
INSTRUCTIONS: (IC 6-1.1- 12.1 -5.1 and IC 6r1.1- 12.1 -5.9)
I. Not later than forty -five (45) days after receipt of this form, the designating body may determine whether or not the property owner has substantially complied
with the Statement of Benefits (Form SB- ]/Real Property).
2. If the property owner is found NOT to be in substantial compliance, the designating body shall send the property owner written notice. The notice must
include the reasons for the determination and the date, time and place of a hearing to be conducted by the designating body. The date of this hearing may
not be more than thirty (30) days after the date this notice is mailed. A copy of the notice may be sent to the county auditor and the county assessor.
3. Based on the information presented at the hearing, the designating body shall determine whether or not the property owner has made reasonable efforts to
substantially comply with the Statement of Benefits (Form SB- 1/Real Property) and whether any failure to substantially comply was caused by factors beyond
the control of the property owner.
q If the designating body determines that the property owner has NOT made reasonable efforts to comply, then the designating body shall adopt a resolution
terminating the property owner's deduction. If the designating body adopts such a resolution, the deduction does not apply to the next installment of property
taxes owed by the property owner or to any subsequent installment of property taxes. The designating body shall immediately mail a certified copy of the
resolution to: (1) the property owner, (2) the county auditor, and (3) the county assessor.
We have reviewed the CF -1 and find that:
Q the property owner IS in substantial compliance
❑ the property owner IS NOT in substantial compliance
❑ other (specify)
Reasons for the determination (attach additional sheers if necessary)
Signature of authorized
Susan V. Murra mem , Mayor -, ��� ,
Date signed (month, day, year)
06/09)2015
Attestetl by: /rte?—
ynda R. Dunbar, Clerk- Treasurer
Designating
Gree astle Common Council (CF -1 /RE)
If the property owner is found not to be in substantial compliance, the property owner shall receive the opportunity for a hearing. The following date and
time has been set aside for the purpose of considering compliance. (Hearing must be held within thirty (30) days of the date of mailing of this notice.)
Time of hearing HA" Date of hearing (month, day, year) Location of hearing
PM
HEARING RESULTS (to be completed after the hearing)
❑ Approved ❑ Denied (see instruction 4 above)
Reasons for the determination (attach additional sheets if necessary)
Signature of authorized member
Date signed (month, day, year)
Attested by:
Designating body
APPEAL RIGHTS [IC 6 -1.1- 12.1- 5.9(e)]
A property owner whose deduction is denied by the designating body may appeal the designating body's decision by filing a complaint in the office of the
Circuit or Superior Court together with a bond conditioned to pay the costs of the appeal if the appeal is determined against the property owner.
Page 2 of 2
COMPLIANCE WITH STATEMENT OF BENEFITS
-f VACANT BUILDING DEDUCTION
' State Form 55183 (2 -13)
Prescribed by the Department of Local Government Finance
This statement is being completed for real property that qualities under the following Indiana Code (check one box):
B Eligible vacant building (IC 6-1.1- 12.1 -4.8)
Enhanced eligible vacant building (IC 6- 1.-12.1-76)
INSTRUCTIONS:
1. Propery owners must file this form with the county auditor and the designating body for their review regarding the
compliance of the qualifying property with the Statement of Benefits (Form SB- 1NBD).
2. This form must accompany the initial deduction application (Form 3221VBD) that is filed with the county auditor.
3. This form must also be updated each year in which the deduction is applicable. It is filed with the county auditor and
the designating body before May 15, or by the due date of the real property owner's personal property return that is
filed in the township where the property is located (i(36-1.1-12A-51(b))
20 15 PAY 20 15
FORM CF -1 l VBD
W IVACY NOTICE d any specific individual's iation is confidential; the he filing is pudic record - 12.1 -5.1 (c) and (d).
•
••
Name of taxpayer
County
Phoenix Closures, Inc. and Cuatro, LLC
Putnam
Address of taxpayer (number and street, City, state, and ZIP code)
DLGF taoang district number
1899 High Grove LN, Naperville, IL 60540
67 -008
Name of comact person
Telephone number
Kevin Maher
( 630 ) 420 -4785
SECTION 2 LOCATION AND DESCRIPTION
OF PROPERTY. -
Name of designating body
Resolution number
Estimated oocopancy date (momr. day, year)
Greencastle Common Council
2011 -13 & 2011 -35
6/1/12
Location of property
Actual occupancy date (month, day, year)
2000 S. Jackson St., Greencastle, IN
Description of eligible vacant building that the propeny owner or tenam will occupy
Estimated date placed -in -use (month, day, year)
Former 223,000 sq. ft automotive stamping plant that had been vacant since 2005
07/27112
Actual date placed +n -use (month, day. year)
07/27/12
EMPLOYEES AND SALARIES
AS ESTIMATED
ON SBA ACTUAL
Current number of employees
100
Salaries
'5,175,000.00
Number of employees retained
100
Salaries
5,175,000.00
Number of additional employees
Salaries
COSTANDVALLIES
COST AND VALUES
REAL ESTATE IMPROVEMENTS
AS ESTIMATED ON SB -1
COST
ASSESSED VALUE
Values before project
1500,000.00
Plus: Values of proposed project
13,522,000.00
Less: Values of any property being replaced
Net values upon completion of project
15,022,000.00
ACTUAL
COST
ASSESSED VALUE
Values before project
1,350,000.00
Plus: Values of proposed project
12,836,758.00
less: Values of any property being replaced
Net values upon completion of project
14,186,758.00
SECTION TAXPAYER
CERTIRCATION
I hereby certify that the representations in this statement are true.
Signature of authorized represenative
Title
Date signed (month, day, year)
VP Finance
May 13, 2015
Page 1 of 2
INSTRUCTIONS: (IC 6-1.1- 12.1 -5.1 and IC 6-1.1- 12.1 -5.9)
1. Not later than forty -five (45) days after receipt of this form, the designating body may determine whether or not the property owner has substantially complied
with the Statement of Benefits (Form SB- 11VBD).
2. If the property owner is found NOT to be in substantial compliance, the designating body shall send the property owner written notice. The notice must include
the reasons for the determination and the date, time, and place of a hearing to be conducted by the designating body. The date of this hearing may not be
more than thirty (30) days after the date this notice is mailed. A copy of the notice may be sent to the county auditor and the county assessor
3 Based on the information presented at the hearing, the designating body shall determine whether or not the property owner has made reasonable efforts to
substantially comply with the Statement of Benefits (Form SB -11VBD) and whether any failure to substantially comply was caused by factors beyond the control
of the property owner
4. If the designating body determines that the property owner has NOT made reasonable efforts to comply, then the designating body shall adopt a resolution
terminating the property owner's deduction. If the designating body adopts such a resolution, the deduction does not apply to the next installment of pmperty
taxes owed by the property owner or to any subsequent installment of property taxes. The designating body shall immediately mail a certified copy of the
resolution to: (1) the property owner, (2) the county auditor, and (3) the county assessor.
We have reviewed the CF -1 and find that:
❑� the property owner IS in substantial compliance
❑ the property owner IS NOT in substantial compliance
❑ other (specify):
Reasons for the determination (attach additional sheets it necessary):
Signature of authorized membe
Susan V. Murray, Mayor s
Date signed (month, day year)
06/09/2015
Attested by:
Lynda R. Dunbar, Clerk- Treasurer
Designating
Greencas a Com on Council (CF -1NBD)
If the property owner is found not to be in compliance, the property owner shall receive the opportunity for a hearing. The following date and
time has been set aside for the purpose of considering compliance. (Hearing must be held within thirty (30) days of the date of mailing of this notice.)
Time of hearing ❑ AM Date of hearing (month, day, year)
PM
Location of hearing
HEARING RESULTS (to be completed after the hearing)
❑ Approved ❑ Denied (see instruction 4 above)
Reasons for the determination (attach additional sheets it necessary):
Signature of authorized member
Date signed (month, day, year)
Attested by:
Designating body
APPEAL RIGHTS PC 6 -1.1- 12.1- 5.9(e)]
A property owner whose deduction is denied by the designating body may appeal the designating body's decision by filing a complaint in the office of the
Circuit or Superior Court together with a bond conditioned to pay the costs of the appeal if the appeal is determined against the property owner.
Page 2 of 2
U ° COMPLIANCE WITH STATEMENT OF BENEFITS
PERSONAL PROPERTY
State Form 51765 (R2 /5- 13)tate Form 51765 (R2 r S13(
Prescribed by the Department of Local Government Finance
FORM CF -1 / PP
INSTRUCTIONS: 1. Property owners whose Statement of Benefits was approved must file this form with the local Designating Body to show the extent
to which there has been compliance with the Statement of Benefits. (IC 6-1.1- 12.1 -5.6)
2. This form must be fried with the Form 103 -ERA Schedule of Deduction from Assessed Value between March 1, and May 15, of each
year, unless a filing extension under IC 6- 1.1 -3.7 has been granted A person who obtains a filing extension must file between
March 1, and the extended due date of each year
3. Mtth the approval of the designating body, compliance information for multiple proiects may be consolidated on one (1) compliance
(CF -1).
SECTI •-
Name of taxpayer
Phoenix Closures, Inc.
Address of taxpayer (numberandsueet dry. stave, and ZlPcDde)
1899 High Grove Lane, Naperville, IL 60540
Name of contact person
Telephone number
Kevin Maher
( 630 ) 420-4785
SECTION 2 LOCATION AND DESCRIPTION OF PROPERTY.
Name of designating body
Resolution number
Greencastle Common Council
2011 -13
Location of property
County
DLGF taxing datna number
2000 S. Jackson Street, Greencastle, IN 46135
Putnam
67008
Description of new manufaaunng equipment, or crew resewch and development equipment, or new information technology
Estimated starting date (month, day, yeah
equipment, or new logistical dismbution equipmem to be acquired.
09/01/2011
injection molding and packaging equipment of the production of dosures
Estimated completion date (month, day. year)
07/15/2012
�'SECTI 3 EMPLOYEES AND SALARIES
EMPLOYEES AND SALARIES AS ESTIMATED
ON SBA ACTUAL
Current number of employees
' WW
Salaries
S,IT6,000.ga
Number of employees retained
VWX
Salaries
s,t75.aaom
Number of additional employees
Salaries
SECTI • -
MANUFA I R S D EQUIPMENT
LOGIST DIST I IT EQUIPMENT
EQUIPMENT
AS ESTIMATED ON SB -1
COST
ASSESSED
I COST
ASSESSED
COST
ASSESSED
COST
ASSESSED
VALUE
VALUE
VALUE
VALUE
Values before project
Plus: Values of proposed project
tssw,000.00
3so,OWW
Less: Values of any property being replaced
Net values upon completion of project
ACTUAL
I COST
I A VALUE D
I COST
I A
COST
ASSESSED EED
CO ST A
VALUE
Values before project
Plus: Values of proposed project
1 16,025,aae00
I
88325100
Less: Values of any property being replaced
Net values upon completion of project
1 16,025,86900
683,26].00
NOTE: The COST of the property is confidential pursuant to IC 6 12.1 - 5.6 (d).
. I WASTE CONVERTED ANDOTHER BENEFITS PROMISED BY THE TAXPAYER
WASTE CONVERTED AND OTHER BENEFITS AS ESTIMATED ON SB -1 ACTUAL
Amount of solid waste converted
Amount of hazardous waste converted
Other benefits:
SECTION 6 TAXPAYER CERTIFICATION
I hereby certify that the representations in this statement are true.
Signature of authonzed representative
Tale
Date signed (month, day, year)
VP Finance
05/13/2015
INSTRUCTIONS. (IC6r1.1- 12.1 -5.9)
1. This page does not apply to a Statement of Benefits filed before July 1, 1991; that deduction may not be terminated for a failure to comply with the Statement
of Benefits.
2. Within forty -five (45) days after receipt of this form, the designating body may determine whether or not the property owner has substantially complied with
the Statement of Benefits.
3. If the property owner is found NOT to be in substantial compliance, the designating body shall send the property owner written notice. The notice must include
the reasons for the determination and the date, time and place of a hearing to be conducted by the designating body. If a notice is mailed to a property owner,
a copy of the written notice will be sent to the Township Assessor and the County Auditor
4. Based on the information presented at the hearing, the designating body shall determine whether or not the property owner has made reasonable effort to
substantially comply with the Statement of Benefits.
5. If the designating body determines that the property owner has NOT made reasonable effort to comply, then the designating body shall adopt a resolution
terminating the deduction. The designating body shall immediately mail a certified copy of the resolution to: (1) the property owner, (2) the County Auditor,
and (3) the Township Assessor.
We have reviewed the CF -1 and find that:
❑/ the property owner IS in substantial compliance
❑ the property owner IS NOT in substantial compliance
❑ other (specify)
Reasons for the determination (attach additional sheets if necessaryq
Signature of authorized me
�'
Date signed (month, day, year)
Susan V. Murray, Mayor _. Lam. '
06/09/2015
Attested by:
Designatin
Lynda R. Dunbar, Clerk- Treasurer
Green
tle Co Mon Council (CF -1 /PP)
If the property owner is found not t6 be i substantial compliance, the property owner shall recery he opportunity for a hearing. The following date and
time has been set aside for the purpose of considering compliance.
Time of hearing e AM I Date of hearing (month, day, year)
Location of hearing
PM
be hearing)
HEARING RESULTS (to completed after the
❑ Approved ❑ Denied (see instruction 5 above)
Reasons for the determination (attach additional sheets it necessary)
Signature of authorized member
Date signed (month, day, year)
Attested by:
Designating body
APPEAL RIGHTS [IC 6- 1.1- 12.1- 5.9(e)]
A property owner whose deduction is denied by the designating body may appeal the designating body's decision by filing a complaint in the office of the
Circuit or Superior Court together with a bond conditioned to pay the costs of the appeal if the appeal is determined against the property owner.