HomeMy WebLinkAboutFiscal Plan for Greg & Paula Elliott Annexation Area in Centre TownshipAttest:
RESOLUTION
3435 -05
Passed by the Common Council of the City of South Bend, Indiana
March 28,
05
20_.
Presented by me to the Mayor of the City of South Bend, Indiana
March 29,
Approved and signed by me
05
March 30,
City Clerk
President of Common Council
20 55 .
City Clerk
RESOLUTION NO. 3 13 5— os
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
(GREG & PAULA ELLIOTT ANNEXATION AREA)
WHEREAS, there has been submitted to the Common Council of the City of South Bend,
Indiana, an Ordinance and a petition by the sole (100 1/o) property owner which proposes the
annexation of real estate located in Centre Township, St. Joseph County, Indiana, which is described
more particularly in Section I of this Resolution, and;
WHEREAS, the territory proposed to be annexed encompasses approximately 0.83 acres of
land containing one vacant structure formerly used as a residence, which property is at least 12.5%
contiguous to the current City limits, i.e., approximately 75% contiguous, generally located on the
west side of U.S. 31 South, approximately 860 feet south of Kern Road. This annexation territory is
intended for business development and is proposed to be zoned "LB" (Local Business) upon
incorporation into the City limits and approval by this Common Council. As a business area, this
annexation territory 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, a stone water system and drainage plan; and
WHEREAS, the Common Council of the City of South Bend, Indiana, 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 street and road maintenance, sewage collection, street
sweeping, flushing, and snow removal, police and fire protection, 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 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, or population density; (5)
that the services of a capital improvement nature will be provided to the annexed area within three
(3) years after the effective date of the annexation in the same manner as the 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; and (6) the plan for hiring the employees of other governmental entities whose jobs will be
eliminated by the proposed annexation; and
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 lot or parcel of land in the North half of the Northeast Quarter of Section 2,
Township 36 North, Range 2 East, in St. Joseph County, Indiana, described
as:
Beginning at a point on the westerly line of the Michigan Road 767.64 feet
southerly (measured along the westerly line of said road) of the middle line of
Kern Road; thence running west on a line parallel with said Kern Road a
distance of 255 feet; thence due south 121.63 feet; thence south 71
degrees, 08 minutes east 210.95 feet to the westerly line of said Michigan
Road; thence north 16 degrees, 09 minutes east with the westerly line of the
Michigan Road 198 feet 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 services to said territory of a non - capital nature, such as police and
fire protection, street and road maintenance, sewage collection, 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 the services furnished by the City to other areas of the City regardless of
similar topography, patterns of land use, or population density; and to furnish to said territory
services of a capital improvement nature, such as street and road construction, street lighting, a
sanitary sewer extension, 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, and in a manner consistent with federal, state
and local laws, procedures, and planning criteria.
Section III. The Common Council for the City of South Bend shall and does hereby now
establish and adopt The Fiscal Plan as set forth in Exhibit "A ", attached hereto and made a part
hereof, for the furnishing of said services to the territory to be annexed, which Fiscal Plan provides
among other things, that the developer will extend the sewer network at its expense from the Hidden
Valley (Creek) subdivision through the new annexation area; that an existing water main at the west
side of U.S. 31 South has sufficient capacity to service the annexation area and that the cost for
extension of that water main line to service the annexation area will be shared equally between the
City and the developer; that the developer will plan, provide, and pay for construction of new public
streets and installation of street lighting subject to compliance with state and local law; and that a
drainage plan will be addressed through the subdivision process.
Section IV. This Resolution shall be in full force and effect from and of its date of adoption
by the Common Council and approval by the Mayor.
Member, South Bend Common Council
Filed In Clerk's Office
PRESENTED
NOT APPROVED JONNVOOHDE
p CRY CLERK, S0. BEND,
ADOPTED
CITY OF SOUTH BEND
Greg & Paula Elliott
Annexation Area
FISCAL PLAN
Centre 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
Larry Maghozzi, Assistant Director
"Exhibit "A"
Filed In Clerk's Office
January 2005 I I MAR 2 9 2M5
Paula Elliott Annexation Area
TABLE OF CONTENTS
SECTION I. INTRODUCTION
SECTION II. GENERAL DATA.
.......... ............................... 3
.................... ............................... 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
D.
Code Enforcement
E.
Environmental Services
F.
Administrative Services
SECTION IV. FISCAL IMPACT ...
SECTION V. APPROVAL ..............
Tax Rates ........................
Legal Description ................
Map...........................
............... ............................... 9
................ .............................11
12
... .............................13
........... ............................... 14
2
SECTION I. INTRODUCTION
A. General
This Fiscal Plan represents the City of South Bend's (hereinafter, "City ") policy for the
annexation o f 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 on the west side of US 31 South,
approximately 860 feet south of Kern Road. See Map 1.
B. Legal Description
The Annexation Area is part of the North Half of the Northeast Quarter of Section 2,
Township 36 North, Range 2 East, Centre Township, St. Joseph County, Indiana. For a
complete legal description see Table 2.
C. Contiguity
The Annexation Area is at least 1/8 (12.5 %) contiguous to the current City limits:
Contiguous 198.00 feet 25%
Non - Contiguous 587.58 feet 75%
Total 785.58 feet 100%
D. Size of Annexation Area
The Annexation Area is approximately .83 acres in area.
Paula Elliott Annexation Area
E. Buildings and Land Use
There is one vacant structure, formally used as a residence, in the Annexation Area.
F. Zoning & Subdivisions
The site is zoned "R" Residential in unincorporated St. Joseph County. It is proposed to be zoned
"LB" Local Business upon incorporation.
G. Population
There are no people residing in the Annexation Area.
H. Tax Rate
The tax rates used are those of 2003 payable in 2004.
The Township Rate will decrease by $.0979 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 $2.1747 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 $2.0362 per $100.00 of assessed valuation. Table 1
shows representative tax rate information as published by the St. Joseph County Auditor.
I. Assessments
2003 payable 2004, St. Joseph County Auditor property tax records:
Land: $19,600.00
Improvements: $69,600.00
Net: $89,200.00
Estimated net assessment for the proposed development: $100,000.00
J. Municipal Legislative District
The Annexation Area will be in the 6th District.
Paula Elliott Annexation Area
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.
SECTION III. MUNICIPAL SERVICES
A. Public Works
Sewer - The public sanitary sewer network is available on the frontage of the site. It is twelve
inches (12 ") in diameter. This sewer was extended under the authority of the City's Utility
Extension Ordinance. A sewer development fee will be assessed to the developer upon application
for tap permits. Sewer revenues from the development will be sufficient to provide those services
to the site.
No additional public expenditures will be needed to extend existing sewer main facilities.
Water - There is an existing 12" water main at the west side of US 31 South. There is sufficient
capacity to service the Annexation Area. A water development fee will be assessed to the
developer upon application for tap permits. Water revenues from the development will be
sufficient to provide those services to the site.
Streets — The current proposal for development of this area does not include new public streets or
other right of way. However, if in the future such improvements are provided, the developer will
be required to construct new public streets to access the lots proposed for development. The new
streets will add mileage to the roadway inventory. The new mileage 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.
Note: It is anticipated that only sweeping and snow plowing will be required over the initial five -
year period, and that repair and replacement costs will not be needed to the fullest extent. As a
result, the cost to maintain the new streets is reduced by one - third.
Street Lighting - Additional revenue to the General Fund from this annexation area will be
sufficient to pay for the street light operations.
Drainage Plan - The drainage plan for the development of this site has not yet been presented. It
will be addressed through the subdivision process.
Waivers of Annexation - No waivers of the right to remonstrate against an annexation are in effect
for the Annexation Area.
2002 Budget Report for the Department:
Expenditures: $7,427,294
State Revenue: $5,341,296
Balance: $2,086,165
Paula Elliott Annexation Area
Miles of Roadway in City: @471
Cost per Mile: @$4,429
New Mileage within Annexation Area(est.): @0. miles (0 feet)
Total anticipated Maintenance cost: @$0
Cost for Annexation Area per year: @$0
When fully developed, this annexation area is not expected to require major capital outlays for
public works vehicles or equipment. The US 31 South right -of -way was previously annexed and
the cost of maintenance have already been allocated.
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.
B. Police Department
The noted area would be expected to be added to the already existing BEAT 15. 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. It is located in an area of the city that was recently annexed into the City and 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. Cost for servicing this area would be expected to be absorbed by the existing
budget of the Police Department, as the addition of this area would not be significant to the point
of having to increase any budgetary items. 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.
Note: It is anticipated that the services of this Department will not be required to a great extent in
the first five years of the development, although monitoring will still be conducted. Therefore, the
service cost of the Department has been reduced by two- thirds to reflect a more realistic actual cost
to service the Annexation Area in the first five years.
2002 Budget Report for the Department:
Expenditures:
Number of Parcels in City (2003):
Cost per Parcel:
Proposed Number of Parcels in Area:
Cost for Annexation Area per year:
C. Fire Department
$7,427,294
@47,462
@$446
1
@$149 ($44613)
The Annexation Area will be serviced primarily by Station #10, located at 5303 York Road
approximately two point five (2.5) miles away. Additional Fire Department units would respond
Paula Elliott Annexation Area
from Fire Station #8 located at 2402 Twyckenham Drive which is approximately four (4) 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.
Note: It is anticipated that the services of this Department will not be required to a great extent in
the first five years of the development, although monitoring will still be conducted. Therefore, the
service cost of the Department has been reduced by two- thirds to reflect a more realistic actual cost
to service the Annexation Area in the first five years.
2002 Budget Report for the Department:
Expenditures:
Number of Parcels in City (2003):
Cost per Parcel:
Proposed Number of Parcels in Area:
Cost for Annexation Area per year:
D. Code Enforcement
$15,020,769
@47,462
@$316.48
1
@$105 ($316 / 3 = $105)
The Annexation Area will be added to Territory 6.
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.
Note: It is anticipated that the services of this Department will be minimally required to service
the Annexation Area in the first five years. Therefore, the service cost of the Department has been
reduced by one -third to reflect a more realistic actual cost to service the Annexation Area in the
first five years.
2002 Budget Report for the Department:
Expenditures:
Number of Parcels in City (3/1/00):
Cost per Parcel:
Proposed Number of Parcels in Area:
Cost for Annexation Area per year:
E. Environmental Services
$2,050,310
@47,462
@$43.2
1
@$28 ($43 / 3 = $14 * 2 = $28)
Environmental Services provides wastewater treatment and administers the City's Solid Waste
service. These services are supported by user fees, and are paid through the Water Works billing
Paula Elliott Annexation Area
system. Industrial, commercial and apartment customers are not served.
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 Department.
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.
& Paula Elliott Annexation Area
SECTION IV. 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: 2003
payable 2004 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 years is largely reduced, and the costs
reflected in this fiscal impact should be evaluated with this in mind.
Paula Elliott Annexation Area
Summary Table — Estimated Fiscal Impact
Expenditures
Capital (est.)
Non - Capital
Per Year (est.)
5 -Year
Sewer Extension
$0.00
$0
Water Extension
$0.00
$0.00
Street Lights
$0.00
$0
Police
$0.00
1 $149
5
$ 745.00
Fire
$0.00
$105
5
$525.00
Code
$0.00
$28
5
$140.00
Street Maintenance
$0.00
$0
5
$0.00
Street Construction
$0.00
$0
Approximate 5 -Year Cost
$1,410.00
Revenues
Tax Year
@
Property Taxes
unincorporated (est.) =
03104
$1,700.00
(year 1)
04/05
$2,400
(year 2)
05106
$3,500
(year 3)
06/07
$3,500
(year 4)
07/08
$3,500
(year 5)
08/09
$3,500
Note: All Revenues estimated
MVH/LRSA
estimated from 2001 revenue /mile
@$11,340
x 5 years
$0
Total
$16,400.00
Estimated full net assessment: $100,000.00
Estimated tax income per year after full development potential is reached: $3,500.00
10
Paula Elliott Annexation Area
SECTION V. APPROVAL
11
Approved by the City of South Bend Common Council this day of 2005.
Paula Elliott Annexation Area
TABLE 2
TAX RATE INFORMATION - Centre Township
2003 PAYABLE 2004
Centre % OF SOUTH BEND % OF TAX RATE
FUND TOWNSHIP TOTAL RATE Centre TOTAL RATE DIFFERENTIAL
Total State Rate
0.0024
0.09%
0.0024
0.05%
0.0827
Total County Rate
0.7652
28.22%
0.7652
15.59%
Township Fund
0.0044
0.0044
Poor Relief Fund
0.0018
0.0018
Fire Fighting Fund
0.0817
- 0.0817
Township Recreation 1
0
0
Fire Equipment Debt F
0
0
Poor Relief Debt
0
0
Cumulative Fire
0.0185
-
- 0.0185
Total Township Rate
0.1064
3.92%
0.0062
0.13%
Rate Decrease:
- 0.1002
Total School Rate
1.6201
59.74%
1.6201
33.02%
Total Library Rate
0.183
6.75%
0.183
3.73%
Total City/Town Rate
0
2.1115
43.03%
2.1115
Total Redevelopment
District Rate
0.1012
Total Airport Rate 0.0346 1.28%
0.0346
South Bend Transpo
0.0827
TOTAL TAX RATES 2.7117 100.00%
4.9069
2.06%
0.1012
0.71%
1.69%
0.0827
Rate Increase:
2.2954
100.00%
2.1952
ilg i+� n Clerk's Office
I: 2 g ?nn5
JOHN VCOFlOE
VA
Paula Elliott Annexation Area
TABLE 2
LEGAL DESCRIPTION
13
A lot or parcel of land in the North half of the Northeast Quarter of Section 2, Township 36 North,
Range 2 East, in St. Joseph County, Indiana, described as:
Beginning at a point on the westerly line of the Michigan Road 767.64 feet southerly (measured along
the westerly line of said road) of the middle line of Kern Road; thence running west on a line parallel
with said Kern Road a distance of 255 feet; thence due south 121.63 feet; thence south 71 degrees, 08
minutes east 210.95 feet to the westerly line of said Michigan Road; thence north 16 degrees, 09 minutes
east with the westerly line of the Michigan Road 198 feet to the place of beginning.
Filed In Clerk's Office
MAR 2 9 2005
JOHN VOORDE
CITY CLERK„ SO. BEND, IN.
II MAP I
Grea & Paula Elliott Annexation Area
A
Map provided by The City of South Bend GIS -2003
City Limit
Annexation
Area
Filed In Office
MAR 2 9 2005
JOHNYOOBDE
CrrY CLERK, SO, BEND, IN.
341 Feet
City of South Bend
Division of Community
e information on this page
is collected from several
urces. The City of South
nd assumes no legal
>ponsibility for the information
ntained on this map. Users
ting errors or omissions are
couraged to contact the City
South Bend GIS Department.
e full disclaimer for more
copyright
2003
The City of
South Bend,
Indiana
1200 COUNTY -CITY BUILDING
227W. JEFFERSON BOULEVARD
SOUTH BEND, INDIANA 46601 -1830
PHONE 574/235 -9371
Fax 574/235 -9021
TDD 574/ 235 -5567
CITY OF SOUTH BEND STEPHEN J. LUECKE, MAYOR
COMMUNITY $& ECONOMIC DEVELOPMENT
SHARON T. KENDALL
EXECUTIVE DIRECTOR
March 22, 2005
Ms. Charlotte Pfiefer, President
South Bend Common Council
4th Floor, County -City Building
South Bend, IN 46601
Re: 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 ANNEXED AREA IN CENTRE TOWNSHIP - Greg & Donna Elliott
ANNEXATION
Dear Ms. Pfiefer:
I am attaching for filling, the above - referenced resolution, which is a companion to Bill No. 94 -04. This
Bill proposes to voluntarily annex contiguous territory in Centre 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 .83 acre parcel on the west side of US 31 South, south of Kern Road. All public
improvements, if any, will be required to be done at the expense of the developer.
I am requesting that the attached resolution be placed on the March 28, 2005 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 requested.
cc: John Voorde
Sincerely %
/ �\
Larry Magliozzi, ssistant�or
Division of Community Development
Fii^ ; l {: rk's Office
L C 2
JOlih V00 - -� CE
CITY CLEF.K, S0. BPi1'A, Itl.
CAMMUNrrY DEVELOPMENT ECONOMIC DEVELOPMENT FINANCIAL & PROGRAM
PAMELA C. MEYER DONALD E. INKS MANAGEMENT
5741235 -9660 5741235 -9371 ELIZABETH LEONARD
FAx: 5741235 -9697 574/235 -9371