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HomeMy WebLinkAboutFiscal Plan for Henry Annexation Area in Centre Township I�ESOLUTION 4(7�.9-11 Passed by the Common Council of the City of South Bend, Indiana February 14 20 11 Attest: _ City Clerk Attest� President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana February 1� 20 11 City Clerk Approved and signed by me 20 . r— / �-�,� � RESOLUTION NO. ���� A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND,INDIANA,ADOPTING A WRITTEN FISCAL PLAN AND ESTABLISHING A POLICY FOR THE PROVISION OF SERVICES TO AN ANNEXATION AREA IN CENTRE TOWNSHIP (HENRY ANNEXATION AREA) WHEREAS, there has been submitted to the Common Council of the City of South Bend, Indiana, an Ordinance and a petition by all (100%) property owners which proposes the annexation of real estate located in Centre Township, St. Joseph CounTy, Indiana, which is more particularly described at Section I of this Resolution; and WHEREAS, the temtory proposed to be annexed encompasses approximately 1.21 acres of land containing a single family home, which property is at least 12.5% contiguous to the current City limits, i.e., approximately 21.6% contiguous, generally located near the southwest corner of Miami Street and Farmington Lane (61175 Miami Road). It is anticipated that the annexation area will continue to be used for a single family residence. This site will require a basic level of municipal public services of a non-capital improvement nature, including police and fire protection, street and road maintenance, street sweeping, flushing, snow removal, and sewage collection, as well as services of a capital improvement nature, including street and road construction, street lighting, a sanitary sewer system, a water distribution system, and a storm water system and drainage plan;�and WHEREAS,the South Bend Common Council now desires to establish and adopt a fiscal plan and establish a definite policy showing: (1) the cost estimates of services of a non-capital nature, including police and fire protection, street and road maintenance, street sweeping, flushing, and snow removal, and sewage collection, and other non-capital services normally provided within the corporate boundaries; and services of a capital improvement nature including street and road construction, street lighting, a sanitary sewer extension, a water distribution system, and a storm water system to be furnished to the territory to be annexed (2)the method(s) of financing those services; (3) the plan for the organization and extension of those services; (4) that services of a non-capital nature will be provided to the annexed area within one (1) year after the effective date of the annexation, and that they will be provided in a manner equivalent in standard and scope to similar non-capital services provided to areas within the corporate boundaries of the City of South Bend, regardless of similar topography,patterns of land use, and population density; (5) that services of a capital improvement nature will be provided to the annexed area within three (3) years after the effective date of the annexation within the same manner as those services aze provided to azeas within the corporate boundaries of the City of South Bend regardless of similar topography,patterns of land use, or population density, and in a manner consistent with federal, state and local laws, procedures, and planning criteria; and (6) the plan for hiring the employees or other governmental entities whose jobs will be eliminated by the proposed annexation. WHEREAS, the Board of Public Works of the City of South Bend, and the Board of Public Safety of the City of South Bend, have each approved a written fiscal plan and established a policy for the provision of services to the territory proposed to be annexed, which plan and policy the Common Council finds to be appropriate and in the best interest of the City, and, which it desires to adopt. NOW, THEREFORE, BE IT RESOLVED BY THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA,AS FOLLOWS: Section I. It is in the best interest of the City of South Bend and the area proposed to be annexed that the following described real property located in Centre Township, St. Joseph County, Indiana be annexed to the City of South Bend: A tract of land in the Northeast Quarter (1/4) of the Northeast Quarter (1/4) of Section One (1), Township Thirty-Six (36) North, Range Two (2) East, and more particularly described as follows: Commencing at the Northeast corner of said Section 1, being the intersection of Kern Road and Miami Street; thence South along said centerline of Miami Street, 659.01 feet to the North right of way line of Farmington Lane extended and the place of beginning; thence West along said North right of way line of Farmington Lane and parallel with the North line of said Section, 264 feet; thence South, parallel with the East Line of said Section, 200 feet to the South line of a lot with a key number of 001-1001-0011.02; thence East, parallel with the North line of said Section, 264 feet to the centerline of Miami Street; thence North 200 feet along said center line to the place of beginning. Section II. It shall be and hereby is now declared and established that it is the policy of the City of South Bend, to furnish to said territory services of a non-capital nature, such as police and fire protection, street and road maintenance, street sweeping, flushing, and snow removal, within one (1) year of the effective date of the annexation in a manner equivalent in standazd and � scope to services furnished by the City to other areas of the City regardless of similar topography, patterns of land utilization, and population density; and to furnish to said territory, services of a capital improvement nature such as street and road construction, sidewalks, a street light system, a sanitary sewer system, a water distribution system, a storm water system and drainage plan, within three (3) years of the effective date of the annexation in the same manner as those services are provided to areas within the corporate boundaries of the City of South Bend regardless of similar topography,patterns of land use, or population density. Section III. The South Bend Common Council, shall and does now hereby establish and adopt the Fiscal Plan, attached hereto as Exhibit "A", and made a part hereof, for the furnishing of said services to the territory to be annexed, which provides, among other things, that the public sanitary sewer and water network is available with sufficient capacity to service this area, with fees for prior main line extensions due upon application for a tap permit, and any improvements in sewer or water capacity to be paid for hy the developer in compliance with state and local law; that no new street lighting will be necessary; and that a street maintenance plan for Farmington Lane will be developed cooperatively with the County. Section IV. This Resolution shall be effective from and of the date of adoption by the Common Council and approval by the Mayor. Member, South Bend Common Council Filed �r� ��,����`::� �3f�ice ��� � — zo�� ;:.��;t:��rz�: -�l`�-'l� JOHf�VqOR�E r,J,, ;;-:,.,-,,,., CITY CLERlt,S�iJ'TH BEND,IN ..�.•... .�DGa;�;:��% �,—I,�``1 TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND: Your Committee of the Whole, to whom was referred: BILL NO. 11-08 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND, INDIANA, ADOPTING A WRITTEN FISCAL PLAN AND ESTABLISHING A POLICY FOR THE PROVISION OF SERVICES TO AN ANNEXATION AREA IN CENTRE TOWNSHIP, HENRY ANNEXATION AREA RespectFully report that they have examined the matter and that in their opinion, this bill is being recommended to the full Council with a favorable recommen�ation. This bill was heard by the Zoning and Annexation committee. Timothy A. Rouse Chairperson, Committee of the Whole THE CITY OF SOUTH BEND � ��������� � � . -� �������F I��S C�A����L P L�A N � � � � . ��������� H E �N RY �A N N ��E��X A�����T I O N �� � A��R�E�A������� � , i , = Stephen J. ttLuecke; Mayor � South Bend Common Council Derek Dieter ': Henry Davis, ')r. Tom LaFountain , ,.. ' Ann Puzzello , David Varner Oliver Davis AI Kirsits Timothy Rouse Karen White Prepared B�r : City of South Bend . Division of.Community Development 227 W. Jefferson Blvd., Suite 1200 S . South Bend, IN 46601 Pamela C. Meyer,' Director Michael Di�ita, Planner Exhibit ••A•, , )anuary 10, 2011 Hen Annexation Area 2 TABLE OF CONTENTS SECTION I. INTRODUCTION ............................................................. 3 SECTION II. GENERAL DATA .............................................................. 3 A. Location B. Legal Description C. Contiguity D. Size of Annexation Area E. Buildings and Land Use F. Zoning & Subdivisions G. Population H. Tax Rate I. Assessments J. Municipal Legislative District K. Hiring Plan SECTION III. MUNICIPAL SERVICES.................................................... 5 A. Public Works B. Police Department C. Fire Department & EMS D. Code Enforcement E. Environmental Services F. Administrative Services SECTION IV. LAND USE ANALYSIS & DEVELOPMENT CRITERIA .......... 9 SECTION V. FISCAL IMPACT.............................................................. 10 Fiscal Impact: TABLE 1 ................................................................... 11 SECTION VI. APPROVAL....................................................................... 12 LegalDescription ........................................................................... 13 Map: MAP 1..................................................................................... 14 Henry Annexation Area 3 SECTION I. INTRODUCTION This Fiscal Plan represents the City of South Bend's (hereinafter, °City") policy for the annexation of property in Centre Township, St. Joseph County, Indiana (hereinafter, ��Annexation Area"), and was developed through the cooperative efforts of the Area Plan Commission and the following City Departments: Legal Department Department of Public Works South Bend Fire Department South Bend Police Department Department of Code Enforcement Department of Community and Economic Development Department of Administration and Finance SECTION II. GENERAL DATA A. Location The Annexation Area is generally located at the southwest corner of Miami Street and Farmington Lane (61175 Miami Road). See Map 1. B. Legal Description The Annexation Area is part of the Northeast Quarter (1/4) of the Northeast Quarter (1/4) of Section One (1), Township Thirty-Six (36) North, Range Two (2) East, in Centre Township, St. Joseph County, Indiana. For a complete legal description, see Page 13. C. Contiguity The Annexation Area is at least 1/8 (12.5%) contiguous to the current City limits: Contiguous 200 feet 21.6% Non-Contiguous 728 feet 78.4% Total 928 feet 100% D. Size of Annexation Area The Annexation Area is approximately 1.21 acres in area. E. Buildings and Land Use The Annexation Area contains one single-family house. Henry Annexation Area 4 _ F. Zoning & Subdivisions The one property in the Annexation Area is currently zoned °R" Single Family District. Per City ordinance, the property will automatically be zoned °SF1" Single Family and Two Family District upon annexation. G. Population Five people currently reside in the Annexation Area. The population is not anticipated to change significantly following annexation. H. Tax Rate The tax rates used are those of 2009 payable 2010. The total tax rate for unincorporated Centre Township is 2.3764 per $100 of taxable real estate. The total tax rate for South Bend Centre Township is 4.8470 per $100 of taxable real estate. Per HEA 1001, the tax caps expressed as a percentage of the gross assessed value for different classifications of property are as follows, regardless of being within South Bend or unincorporated St. ]oseph County: Pro ert T e Ca Homestead 1.0% Non-Homestead Residential 2.0% A ricultural 2.0% Other commercial 3.0% I. Assessments 2009 payable 2010, St. ]oseph County Auditor property tax records: Land: $18,500 Improvements: $175,600 Total (Gross): $194,100 Total (Net): $94,510 ). Municipal Legislative District The Annexation Area will be in the 5th District. K. Hiring Plan It is anticipated that this annexation will not result in the elimination of jobs for employees of any other governmental entities. The Centre Township Trustee has been notified of this Annexation. Henry Annexation Area 5 SECTION III. MUNICIPAL SERVICES A. Public Works Sewer- An 8" diameter sanitary sewer exists on the Farmington Lane frontage of the annexation area. It has sufficient capacity to carry load expected from this Annexation Area and potential future extensions. The City of South Bend extended sewer to this area. Capital will be recovered from any connections according to the utility extension ordinance. Water- The South Send Water Works currently has a 10" water main on the west side of Miami Street that terminates at a fire hydrant near the southeast corner of the Annexation Area. There is more than adequate water capacity for the Annexation Area. Extensions of, or taps into sanitary sewer and water lines shall be governed by I.C. 36-9-22- 2, I.C. 8-1.5-3 and 4, and the rules and regulations of the South Bend Water Works and Sewer Utility. Street Lighting - No additional street lighting will be necessary. The existing street lighting system adequately covers this area. Waivers ofAnnexation - No waivers of right to remonstrate against annexation are in effect for this area. Streets - Miami Street is maintained by the City. If the annexation proceeds, the Street Commissioner and the County Highway Commissioner will confer to mutually agree on a maintenance plan for the approximately 264 feet of Farmington Lane added to the City. No capital expenditure will be needed to extend sweeping and snow removal service to the area. Gas tax reimbursements to the Motor Vehicle Highway Fund pay for operation of the service. 2010 Actual Budget Report for the Department: Expenditures: $4,765,812 Miles of Roadway in City: @499.8 Cost per Mile: @$9,535 New Mileage within Area: @0.05 miles (264 feet) Estimated Maintenance cost � for Annexation Area per year: @$477 B. Police Department The Annexation Area would be expected to be added to the existing Beat 16. Police patrols, traffic enforcement, and emergency responses will be part of the services the City will offer to this area. This proposed annexation would require officers to cover a relatively small additional area to this beat. At this time, it is not expected that this annexation would cause calls for service to increase significantly and it is not anticipated that it will be necessary to increase police patrols beyond the existing beat patrol. The area under consideration is not expected to cause any unusual problems. Henry Annexation Area 6 At the present time, the cost for servicing the proposed area is not expected to impact the existing budget of the Police Department with any significance. However, this area, as well as all other areas of the City, will continually be monitored for level of service demands and other criteria that would necessitate additional resources through budgetary increases or possible shifting of existing resources, such as a beat restructure. Police services and response time in this area can be expected to be comparable and consistent with that as in all other areas of the City. Police coverage to this area could begin immediately upon annexation. Note: The cost of service for this Annexation Area is based on the number of parcels. Household information is provided for comparative purposes. 2010 Actual Budget Report for the Department: Expenditures: $26,728,828 Number of Households in City (2000): @42,908 Cost per Household: @$623 Number of Parcels in City (2010): @48,370 Cost per Parcel: @$553 Proposed Number of Households in Area: 1 Number of New Parcels: 1 Cost for Annexation Area per year: $553 (1 parcel x $553 / parcel) C. Fire Department Fire Response - The City provides a fully staffed, full time fire department housed in 11 fire stations strategically located throughout the City. The Annexation Area will be serviced primarily by Fire Station #10, located at 5303 York Road, approximately 1.5 miles away. Additional Fire Department Units would respond from Fire Station #8 at 2402 S. Twyckenham Drive, which is approximately 3.3 miles away, Fire Station #1 at 1222 S. Michigan Street, which is approximately 5.0 miles away, and Fire Station #5 at 2221 Prairie Avenue which is approximately 6.0 miles away. The South Bend Fire Department does not foresee any unusual fire protection problems related to this annexation. Response times will be comparable to other areas of the City. No additional equipment will need to be purchased or personnel hired to service the annexation area. Adequate water supply will be necessary as development takes place. Emergency Medical Response - The City, under contract with St. Joseph County, provides emergency medical response to the unincorporated areas of St. Joseph County. Of the seven ambulances currently in service, 3 are dedicated for response to the unincorporated areas. These are Medic Units #10, 11 and 12. The Annexation Area will be serviced by Medic #10, located at Fire Station #10 at 5303 York Road before annexation. After annexation, this area will be serviced by Medic #1, located at Fire Station #10, located at 5303 York Road and Medic #2 which is at Fire Station #1 which is located at 1222 S. Michigan Street. Emergency medical response will continue to be provided by the City of South Bend. Response times will be comparable to other areas of the City. No additional equipment will Henry Annexation Area � need to be purchased or personnei hired to service the Annexation Area. Emergency medical services are supported by user fees. Note: The cost of service for this Annexation Area is based on the number of parcels. Household information is provided for comparative purposes. 2010 Ac�ual Budget Report for the Department: Expenditures: $20,879,473 Number of Households in City (2000): @42,908 Cost per Household: @$487 Number of Parcels in City (2010): @48,370 Cost per Parcel: @$432 Proposed Number of Households in Area: 1 Number of New Parcels: 1 Cost for Annexation Area per year: $432 (1 parcel x $432 / parcel) D. Code Enforcement The Annexation Area will be added to Area 5. The Department of Code Enforcement will be able to provide services to the Annexation Area with comparable response times. The Department will respond to calls for service upon the effective date of the Annexation. Full and dedicated response will be in place within one year of the effective date of the Annexation. 2010 Actual Budget Report for the Department: Expenditures: $2,025,288 Number of Parcels in City (2010): @48,370 Cost per Parcel: @$42 Proposed Number of Parcels in Area: 1 Cost for Annexation Area per year: $42 Henry Annexation Area 8 E. Environmental Services Wastewater Treatment - Wastewater treatment services are supported by user fees, and are paid through the Water Works billing system. Solid Waste - The Bureau of Solid Waste could provide service to the Annexation Area at the rates below or at those prevailing at the time of service. Industrial, commercial, and apartment customers are not served by the Bureau of Solid Waste. For reference purposes, the following Bureau of Solid Waste rates apply for residential customers effective September 1, 2008: Single family rate: $10.56 per month Senior rate: $6.34 per month Duplex rate: $16.56 per month Tri-plex: $22.56 per month Quad: $23.80 per month Recycling fee: $1.97 per month F. Administrative Services The City of South Bend provides a wide range of services other than those noted above, such as the Mayor's office, the Legal Department, and Parks & Recreation. These services are available upon the effective date of the Annexation. Full and dedicated response for non-capital services will be in place within one year of the effective date of the Annexation. Costs for these services have not been calculated. The incorporation of the Annexation Area will not effect the provision of other services currently provided to this property on a county-wide basis. The St. ]oseph County Health Department, the St. Joseph County Public Library, the Area Plan Commission, and the St. ]oseph County/South Bend Building Department are some of the county-wide agencies and their services that will continue to provide the same type and level of services to the Annexation Area. County-wide services will continue to be supported by the County and Township taxes that will remain in effect. Henry Annexation Area 9 SECTION IV. LAND USE ANALYSIS & DEVELOPMENT CRITERIA This proposed annexation will add one existing single-family home to the City of South Bend. The Annexation Area is presently zoned "R" Single Family District in unincorporated St. Joseph County. Single-family homes also zoned °R" Single Family District in the County are located to the north, west, and south. To the east, across Miami Street, is Southfield Village, zoned ��PUD" Planned Unit Development in the City of South Bend. Any future changes will need to meet the City's applicable building and zoning ordinances. The proposed annexation could permit the eventual annexation of other Farmington Lane properties and undeveloped areas to the west. Henry Annexation Area 10 SECTION V. FISCAL IMPACT 1) Essential city services can be made available to the residents (and territory) of the Annexation Area in a timely and comparable fashion per the requirements of State law and this fiscal plan. 2) The City is financially able to support city services to the territory sought to be annexed. 3) Required improvements made 6y the petitioner and/or owner of the parcel(s) must be made in accordance with the standards of the City of South Bend. 4) Required improvements made by the City will be completed within the time frames provided by State law and this fiscal plan. 5) All figures are estimates. Final cost of capital expenditures, if any, will not be determined until bids are publicly solicited, contracts are awarded, and projects are closed out. 6) Property tax revenue and land assessment estimates are based on a combination of: 2009 payable 2010 tax information, taxes paid in previous years by a comparable development, estimates of units built, estimates of unit values and land assessments, and tax abatements or adjustments, if any. Tax rates are subject to change every year, and property tax revenues are subject to full implementation of HEA 1001. 7) Department expenditures and revenues are derived from the City of South Bend Budget. 8) The estimated costs to provide services, noted in Section III, Municipal Services, is a City- wide average based on a particular budget year. In the case of the proposed development in the Annexation Area, some of these services may not be required or possibly requested for many years. Hence, the cost of providing services over the first five years should be evaluated with this in mind. Henry Annexation Area Y 1 TABLE 1 Summary Table — Estimated Fiscal Impact Expenditures Capital Non-Capital Notes 5-Year Total Est. Per Year Est. Street Construction $0 $� Connection at Sewer Extension $0 petitioner's $0 ex ense Connection at Water Extension $0 petitioner's $0 ex ense Street Lights $0 $0 Street Maintenance $0 $477 $2,385 Police $0 $553 $2,765 Fire $0 $432 $2,160 Code $0 $42 $210 Approximate 5-Year Expenditures $7,520 Revenues Notes Total (Est.) 5-Year Total Year 1 $1,769 Year 2 $1,769 Property Taxes Year 3 $1,769 $8,845 (to City) Year 4 $1,769 Year 5 $1,769 MVH/LRSA Estimated at revenue $590 $2,950 er mile of 11 790 Approximate 5-Year Revenues $11,795 Revenue estimate based on $94,510 net assessment and capped homestead tax rate of 1% of $194,100 gross assessment. Henry Annexation Area 12 SECTION VI. APPROVAL Approved by the City of South Bend Common Council this day of , 2011. Henry Annexation Area 13 LEGAL DESCRIPTION A tract of land in the Northeast Quarter (1/4) of the Northeast Quarter (1/4) of Section One (1), Township Thirty-Six (36) North, Range Two (2) East, and more particularly described as follows: Commencing at the Northeast corner of said Section 1, being the intersection of Kern Road and Miami Street; thence South along said centerline of Miami Street, 659.01 feet to the North right of way line of Farmington Lane extended and the place of beginning; thence West along said North right of way line of Farmington Lane and parallel with the North line of said Section, 264 feet; thence South, parallel with the East Line of said Section, 200 feet to the South line of a lot with a key number of 001-1001-0011.02; thence East, parallel with the North line of said Section, 264 feet to the centerline of Miami Street; thence North 200 feet along said center line to the place of beginning. 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