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HomeMy WebLinkAboutFiscal Plan - Olive Road Annexation RESOLUTION 3648-06 Passed by the Common Council of the City of South Bend, Indiana October 9, Attest: ~, ~. 20 06 City Clerk President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana October 10, 20 06 Approved and signed by me October i0, 20 06 ~~~ ~~ ~ City Clerk 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 GERMAN TOWNSHIP (OLIVE ROAD 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 German Township, St. Joseph County, Indiana, which is more particularly described at Section I of this Resolution; and WHEREAS, the territory proposed to be annexed encompasses approximately 1.129 acres of agricultural land, which property is at least 12.5% contiguous to the current City limits, i.e., approximately 32% contiguous, generally located at the Southwest intersection of Olive Road and Brick Road. It is anticipated that the annexation area will be developed for public right-of--way as part of a widening project for Olive Road. This annexation area 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 anon-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 anon-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 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, 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; and WHEREAS, the City of South Bend Board of Public Works and Board of Public Safety have each approved a written fiscal plan and established a policy which the Common Council finds to be appropriate and in the best interests 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 German Township, St. Joseph County, Indiana, hereto be annexed to the City of South Bend: Parcel 1 Fee A part of the West Half of the Northwest Quarter of Section 19, Township 38 North, Range 2 East, German Township, St. Joseph County, Indiana, and being that part of the grantor's land lying within the right-of--way lines depicted on the attached Right-of--Way Parcel Plat marked Exhibit "B", described as follows: Beginning on the north line of said half-quarter section South 89 degrees 39 minutes 08 seconds East 442.51 feet from the northwest corner of said quarter section, designated as point "12" on said Exhibit "B"; thence South 89 degrees 39 minutes 08 seconds East 542.21 feet along said north line to the northeast corner of said half-quarter section, designated as point " 3" on said Exhibit "B"; thence South 0 degrees 27 minutes 23 seconds East 1399.47 feet along the east line of said half-quarter section and the centerline of Olive Road to the northeast corner of a tract of land conveyed to the City of South Bend in Instrument #0334505, designated as point "158" on said Exhibit "B"; thence South 89 degrees 32 minutes 37 seconds West 55.00 feet along the north line of said City of South Bend tract to the point designated "738" on said Exhibit "B"; thence North S degrees 12 minutes 48 seconds East 50.61 feet to the point designated "3009" on said Exhibit "B"; thence North 0 degrees 27 minutes 23 seconds West 1295.00 feet to the point designated "3005" on said Exhibit "B"; thence North 47 degrees 19 minutes 46 seconds West 21.10 feet to the point designated "3004" on said Exhibit "B"; thence South 89 degrees 49 minutes 06 seconds West 112.00 feet to the point designated "3003" on said Exhibit "B"; thence North 86 degrees 36 minutes 21 seconds West 240.47 feet to the point designated "3002" on said Exhibit "B"; thence South 89 degrees 49 minutes OS seconds West100.00 feet to the point designated "3018" on said Exhibit "B"; thence South 89 degrees 49 minutes OS seconds West 25.25 feet to the point designated "3001" on said Exhibit "B"; thence North 0 degrees 20 minutes 52 seconds East 30.01 feet to the point of beginning and containing 2.011 acres, more or less, inclusive of the presently existing right-of--way which contains 0.882 acres, more or less, for a net additional taking of 1.129 acres, more or less. Section II. It shall be and hereby is now declared and established that it is the policy of the City of South Bend, by and through its Board of Public Works, to furnish to said territory services of anon-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 standard 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, 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 hereby now 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 capacity sufficient to service this area; that street lighting, parking and will be installed at the developer's expense; and that a street drainage plan will be also be planned, provided and paid for by the developer subject to compliance with state and local law. Section IV. In consideration of pedestrian safety and proper vehicular movement, it is required as a condition of annexation that the developers give very careful consideration to vehicular access and circulation as well as pedestrian movement for the developments within the annexation area. If possible, the site should include multi-use path/open space that could be linked in the future to other areas nearby as part of a larger open space network. Neo-traditional building/site design elements should be included in terms of context, setback, orientation, spacing, style, massing, height, entry, fenestration, materials, accessory buildings, landscape buffering and lighting that achieve development and design of the highest possible quality. It is required that the annexation area integrate harmoniously with the surrounding land uses. Building plans and other information to satisfy these requirements must be provided by the Developer to the City. Failure to comply with all conditions in this Section IV may result in the City's repeal of annexation. Section V. This Resolution shall be effective from and of the date of adoption by the Common Council and approval by the Mayor. Adopted the ~~ day of ~Z~O~e,Y ,2006. :- Member, South d Common Council Filed In Clerk's Office QGY ~ ~ LO~0 .tOHN VOOflDE CITY CLEF:[, S0. E'ei~ID, IN. PRESENTED ~ G-~_8~° ~S ~}v~•-~~ F1OT APPROVED ADOPTED ~ V ~ _p4o G4. S 4-Q TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND: Your Committee of the Whole, to whom was referred: BILL NO. 06-106 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 GERMAN TOWNHIP, OLIVE ROAD 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 recommendation as amended by substituting a new page 9 on the attachment to read 1.129 acres instead of 1,129 acres. Roland Kelly Chairperson 1200 COUNTY-CITY BUILDING 227 W. JEFFERSON BOULEVARD SOUTH BEND, 1NDIANA 46601-1830 PHONE 574/ 235-9371 FAx 574/235-9021 TDD 574/ 235-5567 CITY OF SOUTH BEND STEPHEN J. L[SECKE, MAYOR COMMUNITY ~ ECONOMIC DEVELOPMENT SHARON T. I{ENDALL EXECUTIVE DIRECTOR October 4, 2006 Mr. Timothy Rouse, President South Bend Common Council 4th Floor, County-City Building South Bend, IN 46601 Re: A RESOLUTION OF THE COMMON COUNCIL OF T'HE CITY OF SOUTH BEND, INDIANA ADOPTING A WRITTEN FISCAL PLAN AND ESTABLISHING A POLICY FOR THE PROVISION OF SERVICES TO AN ANNEXED AREA IN GERMAN TOWNSHIP -OLIVE ROAD ANNEXATION Dear Mr. Rouse: I am attaching for filling, the above-referenced resolution, which is a companion to Bill No. 52-06. This Bill proposes to voluntarily annex contiguous territory in German Township to the City of South Bend. 'The resolution indicates the approval and adoption by the Common Council of the written plan and policy attached thereto concerning the provision of services, both capital and non-capital in nature, to the territory to be annexed. This Annexation is a 1.129 acre parcel generally located at the southwest intersection of Brick and Glive Roads. Public improvements are planned for this area and it is anticipated that they will be completed via public financing. Please note that on page 9 of the fiscal plan that additional development criteria are being required in the context of Ciry Plan and have been satisfied in anticipation of this resolution. I am requesting that the attached resolution be placed en the October 9, 2006 agenda of the Common Council meeting at which the companion Bill is given Second Reading. I will be attending the meeting as the presenter. Your favorable consideration is I•equested. Sincer ly, . arco Mariani, Assistant Director Division of Community Development cc: John Voorde Filed t~ 1~~"~'~ ~~~i~e OCT - 4 2606 /JOtit1//VCCOJ4`~CEa~ ly. C~ `il.CfSi\, 7~. EGIV~, COMMUNITY DEVELOPMENT ECONOMIC DEVELOPMENT FINANCIAL SC PROGRAM PAMELA C. MEYER DONALD E. INKS MANAGEMENT 574/235-9660 574!235-9371 ELIZABETH LEONARD Fax: 574!235-9697 574/235-9371 CITY OF SOUTI~ BEND FISCAL PLAN Olive Road Annexation Area German Township Stephen J. Luecke -Mayor South Bend City Council Derek Dieter Charlotte Pfeifer Roland Kelly Ann Puzello David Varner Ervin Kuspa Al Kirsits Timothy Rouse Karen White Division of Community Development Pam Meyer, Director Marco Mariani, Assistant Director Exhibit "A" September 2006 Filcc~ (n Clerk's Of~ice OCT - G 2005 JOHN VOORDE CI'CY CLERK, S0. BEND, ItJ. Olive Road 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 .........................................................................11 Fiscal Impact Information: TABLE 1 ...........................................................12 SECTION VI. APPROVAL ...................................................................................13 Tax Rate Information: TABLE 2 ....................................................................14 Legal Description :............................................................................................15 Map: MAP 1 .......................................................................................................16 Olive Road Annexation Area 3 SECTION I. INTRODUCTION A. General This Fiscal Plan represents the City of South Bend's (hereinafter, "City") policy for the annexation of property in Portage and Clay Townships, 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 intersection of Olive Road and Brick Road. See Map 1. B. Legal Description The Annexation Area is part of the West Half of the Northwest Quarter of Section 19, Township 38 North, Range 2 East, German Township, St. Joseph County, Indiana. For a complete legal description see Page 1 S. C. Contiguity The Annexation Area is at least 1/8 (12.5%) contiguous to the current City limits: Contiguous 1,399.47 feet 32% Non-Contiguozs 2, 913.69 feet 68% Total 4,313.16 feet 100% Olive Road Annexation Area 4 D. Size of Annexation Area The Annexation Area is 1.129 acres in area. E. Buildings and Land Use The Annexation Area is currently used for agriculture. The land is slated to be used for public right-of--way as part of the widening of Olive Road. F. Zoning & Subdivisions The site is zoned "R" Residential in unincorporated St. Joseph County. It is proposed to be zoned "SFl" Single-Family upon approval of the City Council and incorporation into the City of South Bend. G. Population The Annexation Area is currently vacant. H. Tax Rate The tax rates used are those of 2005 payable in 2006 The Township Rate will decrease by $0.1109 per $100.00 of assessed valuation with the deletion of the Fire Fighting Fund and the Cumulative Fire assessments. The tax rate for the Annexation Area will increase by $2.2971 with the addition of the City and Town Rate, the Redevelopment District Rate and the South Bend Transpo Rate. The net increase in property taxes will be $2.2971 per $100.00 of assessed valuation. Table 2 shows representative tax rate information as published by the St. Joseph County Auditor. I. Assessments 2005 payable 2006, St. Joseph County Auditor property tax records: Land: $Undetermined Improvements: $0.00 Net: $Undetermined Olive Road Annexation Area J. Municipal Legislative District The Annexation Area will be in the 1st 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 German Township Trustee has been notified of this Annexation. SECTION III. MUNICIPAL SERVICES A. Public Works Sewer -The public sanitary sewer network is available with sufficient capacity to serve this area and more. There is a 15" diameter sanitary sewer in Olive Road and available to serve the frontage of this annexation area. Water - A 16" water main in Olive Road is looped at Brick Road and Nimtz Parkway. There is also an elevated water storage tank nearby providing more than adequate capacity for this 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 -The City of South Bend/Redevelopment Commission will install street lighting as part of the roadway improvement project. Additional revenue to the General Fund from this annexation area will be sufficient to pay for street light operations. No capital expenditure will be needed to extend street sweeping or snow removal service to the area. Additional gas tax reimbursement will pay for provision of these services. Waivers of Annexation - No waivers of annexation are in effect for the Annexation Area. Streets -The proposed improvements are part of the Airport 2010 Master Plan Phase II and III and will facilitate economic development. The mileage of any existing road and any new roads that might be developed within the property will add to the State's payments to the Motor Vehicle Highway Fund and Local Road and Street Fund sufficient for street maintenance, sweeping, and snow removal. As presented, the expanded Olive Road Right-of--way will be maintained by City forces. Drainage Plan -Runoff from this property is accommodated in the roadside drainage system being developed as part of a roadway improvement planned for Olive and Brick Road. Drainage facilities will be required to be constructed by the City of South Bend and meet the latest City of South Bend standards. Olive Road Annexation Area 6 General Budget Analysis 2001 Actual Budget Report for the Department: Expenditures: Miles of Roadway in City: Cost per Mile: New Mileage within Area: Estimated Maintenance cost for Annexation Area per year: $6,228,676 @$13,224 @.27 miles (1,399.47 feet/5,274') @$3,570 B. Police Department The Annexation Area would be expected to be added to the already existin B- AT 22. Pol' a patrols, traffic enforcement, and emergency responses will be part of the services Cit offer to this area. This proposed annexation would require officers to cover a relatively small additional area to this beat. The Annexation Area is located in an area of the city that is expected to continue to grow, both in commercial development as well as residential. 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 already existing beat patrol at this time. The area under consideration is not expected to cause any unusual problems. ~At the present time the cost for servicing the proposed area is not expected to impact the existing r budget of the Police Department with any significance. Huwever, this area, as well as all other 1 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 possibly 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 and coordination of the conversion of the 911 emergency phone system for that area. Olive Road Annexation Area Note: The cost of service for this Annexation Area is based on the number of parcels. Household information is provided for comparative purposes. 2001 Actual Budget Report for the Department: Expenditures: Number of Households in City (2000): Cost per Household: Number of Parcels in City (2003): Cost per Parcel: Proposed Number of Households in Area: Number of new Parcels: Cost for Annexation Area per year: $21,176,193 @42,908 @$494 @47,462 @$446 0 0 $ 446 (1 parcels x $446 cost /parcel) C. Fire Department Fire Response -The City provides a fully staffed, 11 time fire department housed in 12 fire stations strategic ~~ at'ed throughout the city. The Annexation Area will be serviced primarily by Statiorillocated ate , OS N. Bendix Driv , pproximately three point two (3.2 files away. Addrttanal.FnP_~?e' ment units would respond from Fire Station #7 located a~'~b 6 Portage Avenue which is approximately five point five (5.5) miles.away~.D~~anc~~firam~i ions, and response times will greatly improve when the new Fire Station #12 is constructed in the future. ~ ____ 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. The Fire Department will continue to ' review and monitor response times in this area and make necessary recommendations to improve response times that are comparable to other areas of the City. 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 is currently being serviced by Medic #10, located at Fire Station #11 at 3505 N. Bendix-Dri__ ve U on incorporation, the Annexation Area will be serviced b e is #4, Gated at 1~ir~~ation #~located at Olive 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 need to be purchased or personnel hired to service the Annexation Area. Olive Road Annexation Area 8 Note: The cost of service for this Annexation Area is based on the number of parcels. Household information is provided for comparative purposes. 2001 Actual Budget Report for the Department: Fire Prevention & Operations EMS Expenditures: $10,265,270 $3,128,226 Number of Households in City (2000): @42,908 Cost per Household: @$350 @$23 Number of Parcels in City (2003): @47,462 Cost per Parcel: @$316 @$21 Proposed Number of Households in Area: 0 Number of new Parcels: 1 Cost for Annexation Area per year: @$316 @$21 D. Code Enforcement The Annexation Area will be added to Area 8. Administration & Pensions & Benefits $ 6,140,722 @$143 @$129 @$129 Total: $466 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. 2001 Actual Budget Report for the Department: Expenditures: $2,165,730 Number of Parcels in City (3/1/00): @47;462 Cost per Parcel: @$46 Proposed Number of Parcels in Area: 1 Cost for Annexation Area per year: $46 E. Environmental Services Wastewater Treatment - Wastewater treatment services are supported by user fees, and are paid through the Water Works billing system. Solid Waste -Industrial, commercial and apartment customers are not served by the Bureau of Solid Waste. The annexation area will be used as right-of--way, therefore, solid waste services will not be required. Olive Road Annexation Area 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 the 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. Joseph County Health Department, the St. Joseph County Public Library, the Area Plan Commission and the St. Joseph 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 tax rates that will remain in effect. SECTION IV. LAND USE ANALYSIS & DEVELOPMENT CRITERIA As with any new development, the proposed use and development of this site becomes important relative to its relationship with the existing, surrounding uses. City Plan, South Bend's comprehensive plan, notes that pedestrian movement/safety and vehicular site access are important elements to be addressed in developments of all kinds. City Plan also expresses a need to consider how buildings relate to the street. Building design that is sensitive to massing, shape, scale and finishes will ensure that private development will enhance and reinforce the City's commitment to development and design of the highest quality. The Annexation Area is an approximately 1.129 acres in size. Land directly east and south is zoned "LI" Light Industrial in the City of South Bend. The land to the north is zoned "R" Residential in unincorporated St. Joseph County. It is anticipated that additional light industrial development will occur to the south of the annexation area. As noted in the City Plan Future Land Use Map, medium density residential and mixed-use development is proposed in areas further west and northwest of the annexation area. Resultantly, daily traffic volume is anticipated to increase and vehicular patterns will be altered. Moreover, additional demands from the development will be placed on the City of South Bend's infrastructure. Intersection roadway improvements as well as modifications to the City's water and sewer network will be required to accommodate the development. Olive Road Annexation Area 10 It is anticipated that improvements to Olive Road will require safety enhancements through widening and traffic calming measures. In consideration of pedestrian safety and proper vehicular movement, it should be required as a condition of annexation that the developers give very careful consideration to vehicular access and circulation as well as pedestrian movement for the roadway within the annexation area. If possible, the site should include amulti-purpose/open space that could be linked in the future to other areas nearby as part of a larger open space network. It should also be required that neo-traditional building/site design elements be included in terms of context, setback, orientation, spacing, style, massing, height, entry, fenestration, materials, accessory buildings, landscape buffering and lighting that achieve development and design of the highest possible quality. The Airport 2010 Master Plan Phase II and III calls for improvements to Olive Road that will help meet the anticipated long-range industrial needs of South Bend. The conceptual plans appear to satisfy most of the aforementioned requirements. Preliminary designs also show transportation enhancements that feature landscaping and other elements compatible with City Plan objectives. Building plans and other information to satisfy these requirements must be finalized between the Developer and the City before the annexation is effective. Olive Road Annexation Area 11 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 by the petitioner and/or owner of the parcels 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 provide 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: 2005 payable 2006 tax rates, 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. 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 will not be required or possibly requested for many years. Hence, the cost of providing services over the first five should be evaluated with this in mind. Olive Road Annexation Area 12 TABLE 1 Summary Table -Estimated Fiscal Impact Expenditures Capital (est.) Non -Capital Per Year (est.) 5-Year Sewer Extension $0.00 In place $0.00 Water Extension $0.00 In place $0.00 Street Lights $0.00 See Street Const $0.00 Police $0.00 $466 $2330.00 Fire &EMS $0.00 $466 $2330.00 Code $0.00 $46 $230.00 0 Street Maintenance 0.00 $3,570 $17,850.00 Street Construction $0.00 1,000,000 (est) TIF $0.00 Approximate 5-Year Cost $22,740.00 Revenues Tax Year (a~ Property Taxes (est) unincorporated 05/06 NA (year 1; 2007) 06/07 (year 2; 2008) 07/08 (year 3; 2009) 08/09 (year 4; 2010) 10/11 (year 5; 2011) 11/12 Note: All Revenues estimated & cumulative MVH/LRSA estimatedJrom2001 revenue/mile $1 !, 340 XSyears $15,309 Total $15,309 Olive Road Annexation Area 13 SECTION VI. APPROVAL Approved by the City of South Bend Common Council this day of , 2006. Olive Road Annexation Area 14 TABLE 2 TAX RATE INFORMATION -German Township 2005 Payable 2006 GERMAN % OF SOUTH BEND % OF TAX RATE FUND TOWNSHIP TOTAL RATE GERMAN TOTAL RATE DIFFERENTIAL Total State Rate 0.0024 0.08% 0.0024 0.05% Total County Rate 0.5002 16.95% 0.5002 9.74% Township Fund 0.0022 0.0022 Poor Relief Fund 0.0004 0.0004 Fire Fighting Fund 0.0892 0 -0.0892 Township Recreation Fund 0.0095 0.0095 Fire Equipment Debt Fund 0 p Cumulative Fire 0.0217 -0.0217 Total Township Rate 0.123 4.17% 0.0121 0.24% Rate Decrease: -0.1109 Total School Rate 1.6033 54.32% 1.6033 31.21% Total Library Rate 0.2027 6.87% 0.2027 3.95% Total City/Town Rate 0 2.1795 42.42% 2.1795 Total Redevelopment 0 District Rate 0.032 0.62% 0.032 Total Airport Rate 0.0301 1.02% 0.0301 0.59% South Bend Transpo 0 0.0856 1.67% 0.0856 Rate Increase: 2.2971 TOTAL TAX RATES 2.9514 83.41% 5.1376 90.47% 2.1862 Source: St Joseph Counf Auditor Certified Tax Rates Chart Olive Road ~lmre.Yation .lrea IS LEGAL DESCRIPTION A Part of the West Half of the Northwest Quarter of Section 19, Township 38 North, Range 2 East, German Township, St Joseph County, Indiana. Beginning on the north line of said half-quarter section South 89 degrees 39 minutes 08 seconds East 442.51 feet from the northwest corner of said quarter section; thence South 89 degrees 39 minutes 08 seconds East X42.21 feet along said north line to the northeast corner of said half-quarter section; thence South 0 degrees 27 minutes 23 seconds East 1399.47 feet along the east line of said half-quarter section~and the centerline of Olive Road to the northeast corner of a tract of land conveyed to the City of South Bend in Instrument #0334505; thence South 89 Degrees 32 minutes 37 seconds West 55.00 feet along the north line of said City of South Bend tract; thence North 5 degrees 12 minutes 48 seconds East 50.61 feet; thence North 0 degrees 27 minutes 23 seconds West 1295.00 feet; thence North 47 degrees 19 minutes 46 seconds West 21.10 feet; thence South 89 degrees 49 minutes 06 seconds West 112.00 feet; thence North 86 degrees 36 minutes 21 seconds West 240.47 feet; thence South 89 degrees 49 minutes 0~ seconds West 100.00 feet; thence South 89 degrees 49 minutes OS seconds West 25.2 feet; thence North 0 degrees 20 minutes 52 seconds East 30.01 feet to the point of beginning and containing 2.011 acres, more or less inclusive of the presently existing right-of--way which contains 0.882 acres, more or less, for a net additional taking of 1.129 acres, more or less. Filed l~ ~1e3~'~'~ Ofifice ~~~,-,~ JflI~iN VOORDE CITY CLEi~K, SD. BEND, ItJ. Olive Road Annexation Area 16 MAP 1 Olive Road-Brick Road Annexation Area -FSp- .. .._...... ._ ..... .._.._.. J. Map provided by The City of South Bend GIS - 2003 Annexation Area - ;'~ . ~~- ......~ p . 0., _. ._ :. 3 ,.__. .. ~ ~ _.. ~~~~. a..`y :vw. ~'W~~...... City Limits ~~i i' i i ~ ~ ~, L _, ~ , • xz. w I ~ ~ as., ,a ___s. .. I ~ k~r Mapp ddb Th~tn fSoulh fd•nd GIS•37f11~ ~``~ ,~ "' r r E_ ....., ,._j ~; ~ 9 ~9t 1 F.:-'III-.J 'y s .. ,` V `s'- x' (~ co '- o °m w %. _,. o Ci ~ o a, U ~ ~~ F-- o ~ _~ U ~v -~ O ~ ~ V ii_ North August 2006 Olive Road Annexation Area 9 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 the 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 acounty-wide basis. The St. Joseph County Health Department, the St. Joseph County Public Library, the Area Plan Commission and the St. Joseph 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 tax rates that will remain in effect. SECTION IV. LAND USE ANALYSIS & DEVELOPMENT CRITERIA As with any new development, the proposed use and development of this site becomes important relative to its relationship with the existing, surrounding uses. City Plan, South Bend's comprehensive plan, notes that pedestrian movement/safety and vehicular site access are important elements to be addressed in developments of all kinds. City Plan also expresses a need to consider how buildings relate to the street. Building design that is sensitive to massing, shape, scale and finishes will ensure that private development will enhance and reinforce the City's commitment to development and design of the highest quality. I.1L°~ The Annexation Area is an approximately 1,129 acres in size. Land directly east and south is zoned "LI" Light Industrial in the City of South Bend. The land to the north is zoned "R" Residential in unincorporated St. Joseph County. It is anticipated that additional light industrial development will occur to the south of the annexation area. As noted in the City Plan Ftrtztre Land Use Map, medium density residential and mixed-use development is proposed in areas further west and northwest of the annexation area. Resultantly, daily traffic volume is anticipated to increase and vehicular patterns will be altered. Moreover, additional demands from the development will be placed on the City of South Bend's infrastructure. Intersection roadway improvements as well as modifications to the City's water and sewer network will be required to accommodate the development.