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Smart Connected CommunitiesREGIONAL DEVELOPMENT PLANQUARTERLY PROGRESS REPORT4Q 2017c/o South Bend - Elkhart Regional Partnership4477 Progress Drive, South Bend, IN 46628574-400-54321
Table of ContentsI.Regional Cities Initiative1. RCI Active Project Status Overview2. Updates on Active Funded Projects3. List Non-Funded ProjectsII.Regional Development Authority1. Operations2. Regional Economic Development StrategyIII.Attachmentsa. RDA Meeting Minutesi. November 9, 2017ii. January 9, 2018b. Subrecipient Agreementsi. Project #03, IU South Bend/Elkhart Centerii. Project #20, The 500 Buildingc. Regional Economic Development Strategy Plan (updated Feb 2018)2
A: RDP Projects – Recommended for Funding AllocationA:RDP Projects – RDP Projects: Funded and Active02 Renaissance District Studebaker Factory Building 84.3Q 20172Q 2017Project Summary. This project will remove the most highly visible barrier for development in South Bend’sInnovation District by completing the restoration of the Studebaker Building 84 north facing façade. The projectwill also accelerate the redevelopment efforts of Studebaker 84 and enhance a complex that will serve as aneconomic magnet similar in relative scope to the American Tobacco Factory in Durham, North Carolina.4Q ’17 Status Update.- Project Status: Demolition of the existing façade is underway. The next step will be a building scan andordering the windows and related materials. The building owner has engaged Kite Realty/Stronbox tomanage the construction, property management and leasing as they pursue their goal for a “density oftechnologist” locating in the Renaissance District.- Subrecipient Agreement and completion guarantee executed and sub grantee is in compliance with the agreement.- Timeline: The project is expected to be complete by July 2018.- Funds: 1,876,428 of RCI Funding remaining, as one draw of 1,623,572 was disbursed on 02/02/18 fromthe RDA.LINK TO RD STUDEBAKER FACADE PHOTOS3Q ’17: Subrecipient Agreement executed 8/11/17; Completion Guarantee executed. Bond financing closed on10/6/17. Demolition of the existing façade commenced immediately and is underway. The next step will be abuilding scan and ordering the windows and related materials. The project is expected to be complete by July2018. Ribbon cutting for Studebaker 112 Building on 10/24/17. Tenants include South Bend City Church,CupPrint and Woodsmith. SBT Article Ribbon Cutting Building 112 Oct 20172Q ’17: May 25, 2017 City of South Bend Redevelopment Commission approved the bond structure forplacement of the 3.5 Million bond as the local match. Bond is in process and expected to becompleted mid-August. Construction contract expected by early August. Subrecipient Agreement withproject team for execution. Performance guarantee being drafted by RDA counsel. First Constructionselected to serve as the construction contractor.1Q ‘17: Project Approved by IEDC & Subrecipient Agreement is with the Project Team for execution. Weare working on the financial structure for distribution of the local and state public match dollars into theproject. March 22, 2017 was the ground-breaking for the adjacent 22 Million Project, Ivy at Berlin Place(4 apartment buildings and 10,000 SF retail) which was catalyzed by this project. WSBT Story re BerlinFlats Groundbreaking 0322172016: The RDA allocated 3.5MM for this project and the IEDC has approved the claim form and distributed 3.5MM of funds to the RDA. Construction is anticipated to commence April 2017 with preparation of the full3
A: RDP Projects – Recommended for Funding Allocationbuilding façade for renovation. The 2nd phase (Jan-Sep '18) would be the installation of window system that willresult in fully completed façade. Also within the Renaissance District, building 113 constructions is nearingcompletion and F-Cubed has moved into the building.Primary Project Contact.Kevin Smith and Shawn Peterson, VP of Strategic Initiatives & General Counsel, Union Station Technology Center 574.933.8540 s.peterson@ustechcenter.com ustechcenter.com4
A: RDP Projects – Recommended for Funding Allocation03 Health Education Active Learning LabProject Summary. Expansion of graduate health science programs at the IUSB Elkhart Center, include three newgraduate (doctoral) programs that will be deployed. RDA’s funding will cover a portion of construction of aspeech and hearing clinic with individual treatment rooms as well as occupational therapy labs (ADL andsensorimotor) at Indiana University South Bend’s Elkhart Center (125 Franklin Street, Elkhart, IN 46516).4Q ’17 Status Update.Project Updates:o architectural plans for the laboratories for Speech Language Pathology (SLP) and Occupational Therapy (OT) arecomplete. The RFP for construction bids will be released in March by the university.o Required equipment for the SLP and OT laboratories has already been acquired and is ready for installation uponcompletion of construction.o National search is underway for the faculty director of the SLP program. The two-year master’s program iscurrently on track for a fall 2019 start, with the first cohort of 25 graduate students. The Bachelor of HealthScience degree program with the new concentration in Speech Language Pathology is starting to offer classesthis fall – subject to the successful hiring of the program director before fall semester. Recruitment of studentsfor the new undergraduate SLP concentration, which will lead into the master’s program, is already underway.o The new doctoral program in Occupational Therapy (which is being launched in partnership with IUPUI) iscurrently in a waitlist status for approval by the accrediting body, due to the fact that IUPUI’s program OT isentering reaccreditation this coming academic year, during which time a new program location is not permittedto be opened as an extension center. Once the IUPUI program has achieved reaccreditation, IU South Bend’s OTprogram at the Elkhart Center will move forward. Despite this slight setback – estimated to last no more thanone academic year – the search for a program director for the IU South Bend Elkhart Center location has beenstarted. It is forecasted that the new doctoral program in Occupational Therapy at the Elkhart Center will enrollits first cohort of 25 students in fall 2020, rather than fall 2019.o The doctoral program in Physical Therapy will begin a search for a faculty program director in 2019, with a targetlaunch date for enrollment of a 25-student annual cohort the following year, in fall semester 2021.Timeline:o Subrecipient Agreement was fully executed 12/12/17 and the sub grantee is in compliance with the terms.o First draw is anticipated Fall 2018.o Once a contractor has been selected, construction will take three to four months to complete. It is estimatedthat construction will be completed by fall3Q ’17: The IU South Bend team met with the IU University Architect’s Office representatives as well as theexternal architect (Alliance), who has been engaged to design the Elkhart project. The team reviewed the twopossible floor plans, as well as made high-level programming inquiries. At this planning meeting, no majorconcerns were raised regarding the viability of the possible floor plan within the RCNI budget. In a few weeks,the Alliance architect and Dean Fisher are visiting the IUPUI Occupational Therapy lab in order to betterunderstand their programing needs. Generation of the detailed architectural plans are still several weeksaway. Nevertheless, Elkhart demolition work will likely be performed by our IU South Bend maintenance crewand is planned to commence this December. Currently reviewing sub grantee comments to the SubrecipientAgreement.2Q ’17: Project is in the planning process; we anticipate that the Audiology Lab and the OccupationalTherapy Lab and exam rooms will begin construction in September-Oct 2017 and complete constructionby December 2017. We anticipate the Masters of Science in Speech/Language Therapy to begin in Fall2018 and for the Doctorate of Physical Therapy to begin in Fall 2019.1Q ’17: 400,000 grant awarded by the Elkhart County Community Foundation to serve as the privatematch for use in building a lab or labs that support(s) the new advanced health sciences programs atthe Elkhart Center. Based on this amount, IU South Bend prioritized building the labs and equipment tosupport the new academic programs (Speech/Language Therapy and Occupational Therapy) as phaseone. They are moving ahead with design of the labs and will have at least one of the labs completed bythe end of 2017. The total capital cost of Phase One will be reduced from 1,996,610 to 500,000; and5
A: RDP Projects – Recommended for Funding Allocationthe RCI funding will be reduced from 399,322 to 100,000. Once the programs are up and running andIU South Bend can demonstrate private and local foundation support, they will move to phase two –developing the building out the physical therapy lab and regional nursing simulation lab.2016: The RDA allocated 399,322 for this project and the IEDC has conditionally approved the claim formsubject to proof of the private match funding and detail on the status of commission approvals.Construction on the reduced scope will begin in early 2017 with completion by December 31, 2018. Withaccreditation for new graduate programs being provided by IUPUI, IU South Bend will be able to begin searchingfor program coordinators and faculty to implement new degree programming in phases, beginning with theSpeech Language Pathology program in 2018, Physical Therapy and Occupational Therapy by 2019. The DwyerCollege of Health Sciences would be able to begin offering additional clinical simulation services for students andhealth professionals using the HEALL facility by December, 2018. The project is moving ahead with design of thelabs and will have at least one of the labs completed by the end of 2017.Primary Contact.Terry Allison, Chancellor, IU South Bend 574.520.4220 tlalliso@iusb.edu6
A: RDP Projects – Recommended for Funding Allocation04 Technology Training & Demonstration CenterProject Summary. The Technology and Demonstration Center, which will be located at 635 S. Lafayette Blvd. in SouthBend, will offer residents of northern Indiana additional education space, including classrooms and advancedmanufacturing space, in a manner that encourages industry collaboration and educational outcomes. Local partners thatwill rent dedicated office space include enFocus, Purdue University, South Bend Code School and Springboard 3D. Thefacility, which will enable a unique ability to enhance training while fostering industry connections, will be equipped withcomputers in three classrooms for coding and design, 3D printers and other equipment and is expected to be installedthis fall. The total project investment is 2.64 Million, with state funding of 507,000.4Q ’17 Status Update.-Innovation Center construction in progress, anticipated completion date Spring 2018.Purdue Polytechnic space under construction, anticipated completion date Spring 2018.-Current Purdue equipment has been inventoried at a value at 533,178 as of Fall 2017, preparing for lateSpring 2018 occupancy in the Studebaker tenant space. New equipment will be purchased after Purduehas moved into its space.First draw is anticipated during 1Q 2018.-The building owner has engaged Kite Realty/Stronbox to manage the construction, property managementand leasing as they pursue their goal for a “density of technologist” locating in the Renaissance District.LINK TO TECH TRAINING & DEMO CENTER PHOTOS3Q ’17: Innovation Center construction in progress, anticipated completion date December 2017.Purdue Polytechnicspace under construction, anticipated completion date Spring 2018. Current Purdue equipment has been inventoried at avalue at 533,178 as of Fall 2017, preparing for late Spring 2018 occupancy in the Studebaker tenant space. Newequipment will be purchased after Purdue has moved into its space. Current expenditures for tenant improvements andequipment total 914,942 of 2,657,932 (35% of total budget).2Q ’17: Subrecipient Agreement fully executed. IEDC Press Release sent out 7/31/17. Equipment quotes inprocess. Purdue space anticipated to be completed by Fall 2017.1Q ’17: IEDC has approved the project and the project team is reviewing the Subrecipient Agreement. EnFocus isthe subrecipient and will disburse part of the funds ( 259,692) to Purdue for equipment purchases and thebalance ( 270,041) for build out and equipment to go in the Innovation Center. Purdue Polytech plans to openclassroom space for the fall 2017 semester.2016: On Nov 1, the RDA approved an allocation of 507,000 for this project. The project team reduced theapplication and request by nearly half to focus on the primary economic and educational uses, as other funding may beavailable to support the remaining entrepreneurial efforts. The revised application will generate internships, fellowshipsand trained new employees, provide for Purdue Polytechnic and the Purdue Technical Assistance program’s expansionin our region, expand the impact of the South Bend Code School and other information technology partners, andintroduce professional grade additive manufacturing to our region.Recent Articles: Irish Cup Maker Finds U.S. Home at Studebaker Building (09.11.16) http://bit.ly/2cb6HPRPrimary Contacts.Andrew Wiand, SB Enfocus 574-329-1058 a.wiand@sbenfocus.orgMichael Sanders Purdue Polytech mdsanders@purdue.eduBob Sutton, Springboard 3D 574.514.4351 bsutton@springboardengineers.com7
A: RDP Projects – Recommended for Funding Allocation09 ETHOS Science CenterProject Summary. To accommodate its rapidly growing programs and activities, including the high-demandrobotics program, ETHOS will move into a long vacant building at 1025 N. Michigan Ave. in Elkhart, which wasdonated by Bayer. This investment will be used to transform the building into a facility that will allow ETHOS toserve as a regional provider of STEM programming and specifically, its K-12 robotics programming. This projectincludes renovations necessary to transform the building into a facility that is adequate for ETHOS to serve as aregional provider of STEM programming, with emphasis placed on expanding its K-12 robotics programming. Thenew facility will be double the size of the current facility and will allow ETHOS to better satisfy the demand forscience activities.4Q ’17 Status Update.- ETHOS is moved in and operating out of their new building. They have completely vacated the old buildingon Industrial Parkway.- Indiana Gov. Governor Holcomb visited the ETHOS Science Center 11/10/17 to discuss his multi-prongedplan to expand the state’s economy and fill skilled jobs.- Building Grand Opening scheduled for April 20-21, 2018LINK TO ALL ETHOS PROJECT PHOTOS3Q ’17: Notice of Completion sent to IEDC 10/30/17. All RCI Funds Disbursed to Project. ETHOS is in the process ofphysically moving during October, with over 18,000 of in-kind donations from Lippert Components to manage the move.Some classes will begin in November and the Center will be fully operational in January. A ribbon cutting will be scheduledfor December or January.2Q ’17: The construction is well underway estimated for completion by the end of October. 100% of the lo calpublic funding and 1.6 Million of the private funding has been expended as of the end of July.1Q ’17: Subrecipient Agreement is fully executed. Renovations to the former Bayer Corp facility, located in theElkhart Technology Park Redevelopment Area, are underway. The Elkhart City Council approved a contribution of 532,325. Annual campaign is underway, recently receiving a 250,000 award from Indiana Michigan Power.2016: The RDA allocated 532,325 for this 3.63 million project. The IEDC has approved the claim form anddisbursement of funds to the RDA is pending. They are in the process of finalizing the building transfer fromBayer to ETHOS and finalizing the City authorization of funds. Renovations are expected to start duringOctober 2017.Recent Articles/Press.Article re Gov Holcob visit enter-in-elkhart-is-moving-to-a-new-homeWSBT News Article 03-13-17Elkhart Truth Article 09-11-16Primary Contact. Patsy Boehler, ETHOS Science Center 574.266.7149 patsy@ethosinc.org ethosinc.org8
A: RDP Projects – Recommended for Funding Allocation11 Entrepreneurship Centers in Plymouth & Culver (#11)Project Summary. Marshall County has had a rich history of entrepreneurship and successful businesses as aresult of these efforts. By cultivating an environment that leverages its past, Marshall County can regenerate anentrepreneurship spirit. The Marshall County Entrepreneurship Center / Business Incubator is a strategic plan toestablish two centers, one in the City of Plymouth, and one in the Town of Culver. Both centers will utilize darkfiber as a business advantage with the goals of cultivating the entrepreneurial spirit and leveraging an educationalplatform with Indiana universities and secondary education providers.4Q ‘17 Status Update.-No Update3Q ’17: No Updates2Q ’17: No Update.1Q ’17: No Update.2016: The RDA allocated 800,000 for this 4 million project. The funds will not be disbursed until the loan fromProject 40 (Shell Buildings) is repaid (estimated one year). The project team is preparing information requested byRDA to submit a claim form to the IEDC. The building and developer have been identified for the Plymouth phaseof the project. The Culver phase would follow, once a building, developer and broadband solution are identified.Primary Contact.Jerry Chavez, Executive Director, Marshall County EDC574.935.8499 jerry@marshallcountyedc.org marshallcountyedc.org9
A: RDP Projects – Recommended for Funding Allocation13 Housing Resurgence Marshall County (4 projects)Project Summary. This is a four-pronged project with individual housing developments in Bremen, Plymouth,Bourbon and Culver. The total Regional Cities allocation is for 1,762,980 and the total cost of all related projectsis anticipated to be 17,629,980.Status Update. The four housing projects are in various stages of preliminary development, as follows:a.PLYMOUTH (RIVER GATE SOUTH):River Gate South is a 10 Million project to construct a three-building 39-unit apartment complex on theRiver in downtown Plymouth, being developed by Scott Sivan.LINK TO ALL RIVER GATE SOUTH PHOTOS4Q ’17 Status UpdateProject Status: Demo complete and foundation work underway. Pedestrian Bridge over River being installed 1/31/18.All foundations and the underground storm drainage system have been installed. Masonry bearing walls will startthe week of 2/5/18 followed by pre-cast columns and beams the week of 2/12/18. By the end of February, all podiumparking structures (pre-cast columns, beams, and planks) should be complete and wood framing above them willhave commenced.Subrecipient Agreement: Executed 5/27/17 and the sub grantee is in compliance with the terms.Funds: 1,410,384 of RCI Funds remain as no funds have been requested or disbursed from the RDA to date.Investments to date have been private equity and city funding. The first bank inspector visit was-conducted on 1/31/18 to establish the baseline of the work completed to date. The report isexpected by 2/7/18. First RDA Draw Voucher to be submitted in early February for payment at theend of February.Updated Timeline: Building A to be complete July 2018, Buildings C & B to be complete August 2018.3Q ’17: Construction has started with clearing and demolition complete and excavation for foundations underway. DuringNovember the foundations will be completed and the columns and beams are in fabrication with precast to be done bythe end of 2017; Subrecipient Agreement: Executed 5/27/17 and the sub grantee is in compliance with the terms; Funds: 1,410,384 of RCI Funds remain as no funds ha
o The new doctoral program in Occupational Therapy (which is being launched in partnership with IUPUI) is currently in a waitlist status for approval by the accrediting body, due to the fact that IUPUI’s program OT is entering reaccreditation this coming academic year, during which time
