HomeMy WebLinkAboutFiscal Plan for Omar M. Abuhilal Annexation Area in German TownshipAttes
RESOLUTION
3282 -04
Passed by the Common Council of the City of South Bend, Indiana
January 12,
04
20_.
Presented by me to the Mayor of the City of South Bend, Indiana
January 13,
20 04
City Clerk
dent of Common Council
Approved and signed by me January 14 2004
City Clerk
M-.
RESOLUTION NO. 3 2 gZ_O I
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
(OMAR M. ABUHILAL 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 %) property owner which proposes the
annexation of real estate located in German 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 2.09 acres
of land containing one house, which property is at least 12.5% contiguous to the current City limits,
i.e., approximately 50.8% contiguous, generally located on the west side of Portage Road,
approximately 3, 200 feet north of Cleveland Road, German Township, Indiana. 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
lighting, a sanitary sewer system, a water distribution system and a storm water system; 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 lighting, a sanitary sewer system, 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 real property located in German Township, St. Joseph County, Indiana, described
more particularly as follows, be annexed to the City of South Bend:
THAT PART OF THE NORTHWEST QUARTER OF SECTION 22, TOWNSHIP
38 NORTH, RANGE 2 EAST, GERMAN TOWNSHIP, ST. JOSEPH COUNTY,
INDIANA WHICH IS DESCRIBED AS: BEGINNING AT A POINT THAT IS N.
00- 00' -00" E., 292.71 FEET FROM THE SOUTHWEST CORNER OF THE
NORTHWEST QUARTER OF SECTION 22, TOWNSHIP 38 NORTH, RANGE
2 EAST; THENCE N. 00- 00' -00" E., 100.00 FEET, MORE OR LESS, ALONG
THE WEST RIGHT -OF -WAY LINE OF MAPLE ROAD; THENCE N. 90- 00' -00
" E., 892.19 FEET, MORE OR LESS, ALONG THE NORTH LINE OF LOTS #1,
2,3 AND 4 IN THE PLAT OF "PORTAGE FARMS" RECORDED IN BOOK 15,
PAGE P -5 IN THE OFFICE OF THE ST. JOSEPH COUNTY, INDIANA
RECORDER'S OFFICE TO THE EAST RIGHT -OF -WAY LINE OF PORTAGE
ROAD; THENCE S. 21- 03' -14" E., 107.15 FEET, MORE OR LESS, TO THE
SOUTH LINE OF SAID LOTS PROJECTED TO THE EAST; THENCE S. 90 -00'-
00" W., 930.68 FEET, MORE OR LESS, ALONG THE SOUTH LINE OF SAID
LOTS TO THE PLACE OF BEGINNING.
CONTAINING 2.09 ACRE, 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, to Punish 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 lighting, a sanitary sewer system, a water
distribution system, and a storm water system, 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 sanitary sewer main lines are currently in place and available to
service this annexation area; that a water main line on the west side of Portage Road has more
than adequate service capacity; that street lighting will be available on any public right -of -way
within the annexation area; that no street construction is required at this time; and that no
drainage plan is required at this time.
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
PRESENTED
NOT APPROVED
ADOPTED 1 — \1 d�
Filed ire Clerk's tg i �e,m
DEC 13 2003
CRY CLERIC, $CE. BEND, IN.
TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND:
Your Committee of the Whole, to whom was referred:
BILL NO.
04 -04 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,
OMAR M. ABUHILAL 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.
Sean Coleman
Chairman
CITY OF SOUTH BEND
Omar M. Abuhilal
Annexation Area
German Township
Stephen J. Luecke - Mayor
South Bend City Council
James Aranowski
Charlotte Pfeifer
Roland Kelly
Karl King
David Varner
Ervin Kuspa
Sean Coleman
Al Kirsits
Karen White
Division of Community Development
Pam Meyer, Director
Larry Magliozzi, Assistant Director
"Exhibit "A"
November 2003
Filed in CIO -&k °s Office
DE� 1 Zoo
.,
Lon ETrA J. U! A
CITYOLE X,So.DE&10.IN.
M. Abuhilal Annexation Area
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
D. Code Enforcement
E. Environmental Services
F. Administrative Services
SECTION IV. FISCAL IMPACT .. ............................... 9
SECTION V. APPROVAL ....... ............................... 11
TaxRates .................... .............................12
Legal Description .............. .............................13
Map.................. ............................... 14
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Find in Gi^r' L3 ;Office
EEC 1 32003
toerra.o. D,raa.
CITY CLERV, SO. 90.19. 1%
Omar M. Abuhilal Annexation Area
SECTION I. INTRODUCTION
A. General
This Fiscal Plan represents the City of South Bend's (hereinafter, "City ") policy for the annexation
of property in German 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 Portage Avenue, approximately
3,200 north of Cleveland Road. See Map 1.
B. Legal Description
The Annexation Area is part of the Northwest Quarter of Section 22, Township 38 North, Range 2
East, German 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 Non - Contiguous Total (approx.)
1,030.68 feet 999.34 feet 2,030.02.00 feet
50.8% 49.2% 100.00%
D. Size of Annexation Area
The Annexation Area is approximately 2.09 acres in area.
OmarM Abuhilal Annexation
E. Buildings and Land Use
There is one residence in the Annexation Area, used for residential purposes.
F. Zoning & Subdivisions
The site is zoned "R" Residential in unincorporated St. Joseph County. It is proposed to be zoned
"A' Single Family upon incorporation.
G. Population
There are two people residing in the Annexation Area.
H. Tax Rate (This Annexation is not subject to taxation)
The tax rates used are those of 2001 payable in 2002.
The Township Rate will decrease by $.1908 per $100.00 of assessed valuation with the deletion of
the Fire Fighting Fund, the Fire debt Fund and the Cumulative Fire assessments.
The tax rate for the Annexation Area will increase by $2.8726 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 $2.6818 per $100.00 of assessed valuation. Table]
shows representative tax rate information as published by the St. Joseph County Auditor.
I. Assessments
2002 payable 2003, St. Joseph County Auditor property tax records:
Land: $21,000.00
Improvements: $62,200.00
Net: $39,200.00
Estimated net assessment at build out for the proposed development: $39,200.00
Municipal Legislative District
The Annexation Area will be in the 1st District.
OmarM Abuhilal Annexation Area 5
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 sanitary sewer mains are currently available on Portage Avenue south of the site at
the Teachers Credit Union site. The developer(s) will be responsible for its extension.
No additional public expenditures will be needed to extend existing sewer main facilities.
Water - There is currently a 12" water main on the west side of Portage Road with more than
adequate service capacity.
No additional public expenditures will be needed to extend existing water main facilities.
Street Lighting - Street lighting will be required on any public rights -of -way within a subdivision.
Additional revenue to the General Fund from this Annexation Area will be more than sufficient to
pay for the street light operations.
Waivers of Annexation - No waivers of the right to remonstrate against an annexation are in effect
for this area.
Streets - The maintenance of the Portage right -of -way will become the responsibility of the City.
If required as a result of the ultimate development of the Annexation Area, construction of new
public streets will be the responsibility of the developer. Sweeping and snow removal, along with
regular maintenance, will be paid by the additional gas tax reimbursement to the Motor Vehicle
Highway Fund due to the increase in mileage to the roadway inventory. Because only sweeping
and snow plowing will be required over the initial five -year period, the cost to maintain this
roadway has been reduced by one - third.
Drainage Plan - None required at this time. Will be addressed through the subdivision process.
2000 Operating Budget for the Department $2,550,312
Reconstruction/Maintenance of Roads
snow removal and leaf - pick -up: $993.058
Total $3,543,370
Miles of Roadway: @472
Cost per Mile: @$7,507
New Mileage (est.) @ .02 miles (108')
Cost for Annexation Area per year: @$150.00 / 3 = $50.05 * 2 = $100.00 (rounded)
When fully developed, this annexation area is not expected to require major capital outlays for
public works vehicles or equipment.
Omar M. A6uhilal Annexation Area 6
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 22. Police patrols,
traffic enforcement, and emergency responses will be part of the services the City will offer to this
area. 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 . It is anticipated that the services of this
Department will not be required to a great extent, 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.
2000 Operating Budget for the Department: $19,596,124
Number of Parcels in City (3/1/00):
@47,378
Cost per Parcel:
@$414
Proposed Number of Parcels in Area:
1
Cost for Annexation Area per year:
@$414 / 3 = $138.00
C. Fire Department
The Annexation Area will be serviced primarily by Station #11, located at 3505 North Bendix
Drive approximately point six (.6) miles away. Additional Fire Department units would respond
from Fire Station #7 located at 1616 Portage Avenue which is approximately two point six (2.6)
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. It is anticipated that the services of
this Department will not be required to a great extent, 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.
2000 Operating Budget for the Department: $14,033,553
Number of Parcels in City (3/1/00): @47,378
Cost per Parcel: @$296
Proposed Number of Parcels in Area: 1
Cost for Annexation Area per year: @$296 / 3 = $99.00
Omar M Abuhilal Annexation Area
D. Code Enforcement
The Annexation Area will be added to Territory 8.
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. 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.
2000 Operating Budget for the Department: $1,151,497
Number of Parcels in City (3/1/00): @47,378
Cost per Parcel: @$24.3
Proposed Number of Parcels in Area: 1
Cost for Annexation Area per year: @$24.3 / 3 = $8.10 * 2 = $16.00 (rounded)
E. Environmental Services
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
system. Industrial customers are not served:
Single family rate: $8.00 per month.
Senior rate:
$5.50 per month.
Duplex rate:
$10.50 per month
Tri-plex:
$13.00 per month
Quad:
$15.00 per month
Recycling fee:
$1.97 per month
There will be one customer in the 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.
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.
Omar M. Abuhilal 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 estimates are based on 2001 payable 2002 tax rates, taxes paid in previous
years by a comparable development, estimates of units built, and no tax abatements or
adjustments. 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.
Annexation Area
Summary Table - Fiscal Impact
Expenditures
Capital (est.)
Non - Capital
Per Year (est.)
5 -Year
Sewer Extension
$0.00
n/a
$0
Water Extension
$0.00
n/a
$0
Street Lights
$0.00
$0
Police
$0.00
$138.00
$690
Fire
$0.00
$99.00
$495
Code
$0.00
$16.00
$80
Street Maintenance
$0.00
$100.00
$500
Street Lights
$0.00
$0.00
$0
Street Construction
$0.00
$0
Total
$1,765
Revenues
Tax Year
@
Property Taxes
unincorporated (est.) =
02103
$610.00
(year 1)
03/04
$610
(year 2)
04/05
$610
(year 3)
05/06
$1,000
(year 4)
06/07
$1,000
(year 5)
07/08
$1,000
Note: All Revenues estimated
MVH/LRSA
estimated from 2000 revenue /mile
@$12,618
x 5 years
$1,262
Total
$5,482
Estimated full net assessment: $50,000
Estimated tax income per year after full development potential is reached: $1000
Omar M. Abuhilal Annexation Area 10
SECTION V. APPROVAL
Approved by the City of South Bend Common Council this day of '2003
M Abuhilal Annexation Area
irr.3RD5i
11
TAX RATE INFORMATION - German Township
2001 Payable
2002
GERMAN
% OF
SOUTH BEND
TAX RATE
% OF
FUND
TOWNSHIP
TOTAL RATE
GERMAN
DIFFERENTIAL
TOTAL RATE
Total State Rate
0.0033
0.1%
0.0033
0.1%
Total County Rate
0.9473
26.2%
0.9473
15.0%
Township Fund
0.0065
0.0065
Poor Relief Fund
0.0014
0.0014
Fire Fighting Fund
0.1171
- 0.1171
Fire Debt Fund
0.0404
- 0.0404
Cumulative Fire
0.0333
- 0.0333
Township Recreation
0.0022
0.0022
Total Township Rate
0.2009
5.6%
0.0101
0.2%
- 0.1908
Rate decrease
Total School Rate
2.1725
60.1%
2.1725
34.5%
Total Library Rate
0.2496
6.9%
0.2496
4.0%
Total City /Town Rate
2.6664
2.6664
42.4%
Total Redevelopment
0.0983
0.0983
1.6%
District Rate
Total Airport Rate
0.0406
1.1%
0.0406
0.6%
South Bend Transpo Rate
0.1079
0.1079
1.7%
2.8726
Rate increase
TOTAL TAX RATES
3.6142
100.0%
6.2960
2.6818
100.0%
Omar M. Abuhilal Annexation Area
TABLE 2
LEGAL DESCRIPTION
12
THAT PART OF THE NORTHWEST QUARTER OF SECTION 22, TOWNSHIP 38 NORTH,
RANGE 2 EAST, GERMAN TOWNSHIP, ST. JOSEPH COUNTY, INDIANA WHICH IS
DESCRIBED AS: BEGINNING AT A POINT THAT IS N. 00- 00' -00" E., 292.71 FEET FROM THE
SOUTHWEST CORNER OF THE NORTHWEST QUARTER OF SECTION 22, TOWNSHIP 38
NORTH, RANGE 2 EAST; THENCE N. 00- 00' -00" E., 100.00 FEET, MORE OR LESS, ALONG
THE WEST RIGHT -OF -WAY LINE OF MAPLE ROAD; THENCE N. 90- 00' -00 "E., 892.19 FEET,
MORE OR LESS, ALONG THE NORTH LINE OF LOTS #1, 2, 3 AND 4 IN THE PLAT OF
"PORTAGE FARMS" RECORDED IN BOOK 15, PAGE P -5 IN THE OFFICE OF THE ST.
JOSEPH COUNTY, INDIANA RECORDER'S OFFICE TO THE EAST RIGHT -OF -WAY LINE
OF PORTAGE ROAD; THENCE S. 21- 03' -14" E., 107.15 FEET, MORE OR LESS, TO THE
SOUTH LINE OF SAID LOTS PROJECTED TO THE EAST; THENCE S. 90- 00' -00" W., 930.68
FEET, MORE OR LESS, ALONG THE SOUTH LINE OF SAID LOTS TO THE PLACE OF
BEGINNING.
CONTAINING 2.09 ACRE, MORE OR LESS
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