Tax Abatement Documents
2014: COMMUNITY FORUM FOR ECONOMIC DEVELOPMENT
JULY 28, 2014: COMMUNITY FORUM INTRODUCES PROPOSAL FOR RESIDENTIAL REHABILITATION TAX ABATEMENT
The Community Forum for Economic Development proposed to the South Bend Common Council a new tax abatement that would help sustain communities in need, while at the same time being responsible to taxpayers. It would provide a 5-year abatement for the rehabilitation of single-family housing, as long as there is a minimum $5,000 investment and the assessed value of the house is no more than the median value for South Bend. The complete proposal is here:
Download CFED Proposal for Rehabilitation Tax Abatement
There are currently two residential rehabilitation abatements established by state law. These abatements are more restrictive than the one proposed by the Community Forum. There is an abatement for houses that are more than 50 years old and also one for houses whose assessed value does not exceed $37,440. There are simple forms to apply for these abatements. The state law establishing these abatements and the forms are here:
Download Indiana Code for Property more than 50 years old
Download Indiana Code for Property less than 37,440
Download State Form Property more than 50 years old
Download State Form Property less than 37,440
2008-2011: COALITION FOR RESPONSIBLE TAX ABATEMENT
MAY 28, 2011: A HISTORY OF EFFORTS TO ADDRESS OBJECTIONS AND BUILD BROAD SUPPORT
The Coalition for Responsible Tax Abatement made 30 changes to bill 25-10 in an effort to address objections and build broad support on the tax abatement issue. You can read a short history of these efforts here: Download Bill 25-10 Thirty Changes
MARCH 27, 2011: CANDIDATE TAX ABATEMENT SURVEY RESULTS
The Coalition for Responsible Tax Abatement asked all candidates for election in the May 2011 election to answer a questionnaire about tax abatement: Download Tax Abatement Questionnaire South Bend Download Tax Abatement Questionnaire Mishawaka
Here are the candidates’ responses: Download Candidates responses South Bend Download Candidates responses Mishawaka
Some candidates supplemented their answers to the questions with comments; some candidates just sent comments. Download Comments by Candidates
REVISED VERSION OF BILL 25-10 INTRODUCED ON NOVEMBER 4, 2010
This revision incorporates the best aspects of bill 61-10 into bill 25-10, while still maintaining the five principles that need to be included in any tax abatement ordinance.
Download Transmittal letter 4 Nov 2010
Download Summary Bill 25-10 4 Nov 2010
Download Bill 25-10 4 Nov 2010
PRINCIPLES FOR A TAX ABATEMENT ORDINANCE
Download Coalition Tax Abatement Principles
VERSIONS OF BILLS 25-10 AND 61-10 introduced on October 8, 2010
On Friday, October 8, 2010, revised versions of both bill 25-10 and bill 61-10 were submitted to the South Bend Council. Revisions to both bills were relatively minor.
Download Bill 25-10 revised 8 Oct 2010
Download Bill 61-10 revised 8 Oct 2010
PAT MCMAHON’S ORDINANCE, BILL 61-10
Pat McMahon, Director of Project Future, introduced his own version of a tax abatement ordinance on September 22, 2010. Download McMahon ordinance bill 61-10
Read a comparison of bills 61-10 and 25-10: Download Comparison of Tax Abatement Ordinances
BILL 25-10: PROPOSED SOUTH BEND TAX ABATEMENT ORDINANCE SUPPORTED BY THE COALITION FOR RESPONSIBLE TAX ABATEMENT
Mayor Luecke sent bill 25-10 to the Council on May 19, 2010, with six Council members as co-sponsors: Henry Davis, Jr., Oliver Davis, Buddy Kirsits, Tom LaFountain, Ann Puzzello, and Karen White. Read the text of the Mayor’s letter: Download Mayor’s Letter 19 May 2010
Read the text of bill 25-10 that Mayor Luecke sent to the Council: Download SB TAO Substitute Bill 25-10
Read a summary of bill 25-10: Download Summary Bill 25-10
Since bill 25-10 only addresses changes to South Bend’s existing tax abatement ordinance, it does not include some sections of the existing ordinance. Read the complete proposed ordinance: Download SB TAO Proposal Complete Ordinance
COALITION FOR RESPONSIBLE TAX ABATEMENT
Coalition for Responsible Tax Abatement, Member Organizations: Download Coalition for Responsible Tax Abatement Member Organizations
Informational flyer about bill 25-10:Download Coalition tax abatement flyer
Questions and Answers about Bill 25-10, from the Coalition for Responsible Tax Abatement: Download Coalition Q and A Bill 25-10
Michiana Point of View by members of the Coalition for Responsible Tax Abatement, South Bend Tribune, July 18, 2010: Download Sbt.10.0718.MPOV.Economic development means improving people’s lives
CURRENT SOUTH BEND TAX ABATEMENT ORDINANCE
The complete ordinance: Download South Bend Tax Abatement Ordinance
A summary of the South Bend Ordinance: Download Summary South Bend Tax Abatement Ordinance
ST. JOSEPH COUNTY TAX ABATEMENT ORDINANCE
The ordinance passed by the St. Joseph County Council on March 17, 2009: Download Ordinance 24-09
A summary of the County ordinance: Download Summary Ordinance 24-09
Minutes of St. Joseph County Council meeting, March 17, 2009: Download Minutes County Council 17 March 2009