HomeMy WebLinkAboutFiscal Plan for Olive Road 3 Annexation Area in German TownshipAttes
RESOLUTION
3250 -03
Passed by the Common Council of the City of South Bend, Indiana
October 13
20 03
Presented by me to the Mayor of the City of South Bend, Indiana
October 14, 20 03
City Clerk
dent of Common Council
Approved and signed by me
October 15
20 03 .
City Clerk
RESOLUTION NO. 3 2 Sc _ c)3
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 3 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 1.62 acres
of land containing two single family homes, which property is at least 12.5% contiguous to the
current City limits, i.e., approximately 100% contiguous, generally located on the east side of Olive
Road at the intersection of Enterprise Drive. It is anticipated that in the future the annexation area
may be developed as either commercial or industrial, based on surrounding land uses, which will
require a basic level of municipal public services, of a non - capital improvement nature, including
police and fire protection, street androad 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 storm 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 real property located in German Township, St. Joseph County, Indiana, described
more particularly as follows, be annexed to the City of South Bend:
A parcel of land in the Northeast Quarter of the Southwest Quarter of Section 19,
Township 38 North, Range 2 East, St. Joseph County, Indiana described as follows:
Beginning at the southwest corner of Lot "D" of the Olive Road Commerce Park -
Second Replat subdivision; thence north 420 feet to the place of beginning of the
parcel herein described; thence north along the west line of said Lot "D" 220 feet;
thence west 200 feet to the east right -of -way line of Olive Road, and also being the
city limit line of the City of South Bend; thence south along said right -of -way line
and the city limit line of the City of South Bend 220 feet; thence east 200 feet to the
place of beginning.
Section H. 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 famishing of said services to the territory to be annexed, which Fiscal Plan provides
among other things, that existing water mainlines and sewer mainlines will be sufficient to service
this area; that street lightning is being provided through a previous annexation; that the Olive Road
right -of -way was annexed into the City under a previous annexation and that the widening of Olive
Road will necessitate a drainage plan as part of the project.
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.
PRESENTED [ d -k 3 -03
NOT APPROVED
ADOPTED L 0 - 13 - 03
0
Member, South Bend CommorlCouncil
TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND:
Your Committee of the Whole, to whom was referred:
BILL NO.
03 -108 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 3 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.
Karl King
Chairman
CITY OF SOUTH BEND
Olive Road 3
Annexation Area
FISCAL PLAN
German Township
Stephen J. Luecke - Mayor
South Bend City Council
James Aranowski
Charlotte Pfeifer
Roland Kelly
Karl King
David Vamer
Ervin Kuspa
Sean Coleman
Al Kirsits
Karen White
Division of Community Development
Pam Meyer, Director
Larry Magliozzi, Assistant Director
"Exhibit "A"
September 2003
Olive Road 3 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
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
Olive Road 3 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 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 located on the east side of Olive Road, at the southeast intersection of
Enterprise Drive. See Map 1.
B. Legal Description
The Annexation Area is part of the Northeast Quarter of the Southwest Quarter of Sec 19,
Township 38 North, Range 2 East all in 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)
840.00 feet 0 feet 840.00 feet
100% 0% 100.00%
D. Size of Annexation Area
The Annexation Area is approximately 1.01 acres in area.
Olive Road 3 Annexation Area 4
E. Buildings and Land Use
There two houses in the Annexation Area. There are no immediate development plans, but it is
anticipated that the properties will be developed as either commercial or industrial, based on the
surrounding land uses. The houses will be removed.
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 no people currently residing in the Annexation Area.
H. Tax Rate
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: $11.310.00
Improvements: $59,700.00
Net: $71,010.00
Estimated net assessment at build out for the proposed development: Unknown
J. Municipal Legislative District
The Annexation Area will be in the 1st District.
Olive Road 3 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 in place and available to service the area.
No additional expenditures will be needed to extend existing sewer main facilities.
Water - There is currently a 16" water main on the west side of Olive Road and a 10" water main
on the south side of Enterprise Drive. A flow test at Olive Road and Cleveland Road on June 11,
2002 indicated a static pressure of 59 psi, residual pressure of 50 psi, and a flow rate of 1,170 gpm.
No additional expenditures will be needed to extend existing water main facilities.
Street Lighting - Street lighting is already being provided through a previous annexation
Waivers of Annexation - No waivers of the right to remonstrate against an annexation are in effect
for this area.
Streets - The Olive Road right -of -way was annexed into the City under a previous annexation
Drainage Plan - Widening of Olive Road will necessitate a drainage plan as a part of the project.
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.) .0 miles (01)
Cost for Annexation Area per year: @$0.00
When fully developed, this annexation area is not expected to require major capital outlays for
public works vehicles or equipment.
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.
Olive Road 3 Annexation Area 6
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 in the early years of the development of this area,
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: 2
Cost for Annexation Area per year: @$828 / 3 = $276
C. Fire Department
The Annexation Area will be serviced primarily by Station #11, located at 3505 North Bendix
Drive approximately three point seven (3.7) miles away. Additional Fire Department units would
respond from Fire Station #7 located at 1616 Portage Avenue which is approximately five point
nine (5.9) miles away. Distance from fire stations 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. It is anticipated that the services of
this Department will not be required to a great extent in the early years of the development of this
area, 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: 2
Cost for Annexation Area per year: @$296 / 3 = $131
Olive Road 3 Annexation Area 7.
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 not
be required to a great extent within the early years of the development of this area, 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: $1,151,497
Number of Parcels in City (3/1/00): @47,378
Cost per Parcel: @$24
Proposed Number of Parcels in Area: 2
Cost for Annexation Area per year: @$48 / 3 = $16
E. -Environmental Services
Environmental Services provides wastewater treatment and administers the City's sanitation
service (trash pickup). These services are supported by user fees, and are paid through the Water
Works billing system. Industrial customers are not served:
Single family rate:
Senior rate:
Duplex rate:
Tri-plex:
Quad:
Recycling fee:
$8.00 per month.
$5.50 per month.
$10.50 per month
$13.00 per month
$15.00 per month
$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 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.
Olive Road 3 Annexation Area 8
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 (by 1/3),
and the costs reflected in this fiscal impact should be evaluated with this in mind.
Olive Road 3 Annexation Area 9
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
TIF
$0
Police
$0.00
$276.00
$1,380
Fire
$0.00
$130.00
$650
Code
$0.00
$16.00
$80
Street Maintenance
$0.00
$0.00
$0
Street Lights
$0.00
$0.00
$o
Street Construction
$0.00
TIF
$0
Total
$2,110
Revenues
Tax Year
@
Property Taxes
unincorporated =
02103
$1,214.00
(year 1)
03/04
$486
(year 2)
04/05
$300
(year 3)
05/06
$100
(year 4)
06/07
$100
(year 5)
07/08
$300
MVIVLRSA
estimated from 2000 revenue /mile
@$12,618
x S years
$0
Total
$1,286
Estimated full net assessment: $10,000
Estimated tax income per year after full development potential is reached: $300
Olive Road 3 Annexation Area 10
SECTION V. APPROVAL
Approved by the City of South Bend Common Council this day of 2003
Olive Road 3 Annexation Area
IC
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%
Olive Road 3 Annexation Area 12
TABLE 2
LEGAL DESCRIPTION
A parcel of land in the Northeast Quarter of the Southwest Quarter of Section 19, Township 38
North, Range 2 East, St. Joseph County, Indiana described as follows:
Beginning at the southwest corner of Lot "D" of the Olive Road Commerce Park - Second Replat
subdivision; thence north 420 feet to the place of beginning of the parcel herein described; thence
north along the west line of said Lot "D" 220 feet; thence west 200 feet to the east right -of -way
line of Olive Road, and also being the city limit line of the City of South Bend; thence south along
said right -of -way line and the city limit line of the City of South Bend 220 feet; thence east 200
feet to the place of beginning.
Map 1
1 -so
I
ve andJ
NORTH OLIVE
Key:
Annexation Area
City Limits
Prepared by the Division of
Community Development,
City of South Send, IN
1200 COUNTY -QTY BMLDING
SOUrH BEND, INDIANA 46601 -1830
October 6, 2003
PHONE 5741235 -9371
FAx 574/235 -9021
TDD 574/ 235 -5567
CITY OF SOUTH BEND STEPHEN J. LUECKE, MAYOR
COMMUNITY & ECONOMIC DEVELOPMENT
Ms. Karen White, 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 GERMAN TOWNSHIP - Olive Road 3 ANNEXATION
Dear Ms. White:
I am attaching for filling, the above - referenced resolution, which is a companion to Bill No. 73 -03. This
Bill proposes to 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.
Olive Road 3 is a voluntary petition. It is a 1.01 acre parcel on the east side of Olive Road, south of the
Indiana East/West Toll Road. All public improvements will be required to be done at the expense of the developer.
I am requesting that the attached resolution be placed on the October 13, 2003 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.
Sincer y,
Larry Maglio zi, As DirC e�tbr"
Division of ommunity Development
cc: Loretta Duda
F: IDATAISHAREIDpndl4nne xationUCTIVEINorth Olive 31Council02.no3.wpd
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COMMUNITY DEVELOPMENT ECONOMIC DEVELOPMENT FINANCIAL & PROGRAM
PAMELA C. MEYER DONALD E. INKS MANAGEMENT
5741235 -9660 574/235 -9371 ELIZABETH LEONARD
FAX: 574/235 -9697 574/235 -9371