HomeMy WebLinkAboutFiscal Plan for New Cleveland Road Annexation Area in Portage TownshipAttest:
RESOLUTION
3257 -03
Passed by the Common Council of the City of South Bend, Indiana
October 27
20 03
a
Presented by me to the Mayor of the City of South Bend, Indiana
October 28,
Approved and signed by me
October 28
20 03
City Clerk
President of Common Council
20-L3—.
City Clerk
RESOLUTION NO. 3 15 / J 03
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
PORTAGE TOWNSHIP
(NEW CLEVELAND 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 the sole (100 %) property owner which proposes the
annexation ofreal estate located in Portage 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 the entire Right -of -Way
consisting of a total of 7,615 feet located in the 21000 and 21500 blocks of New Cleveland Road,
which property is at least 12.5% contiguous to the current City limits, i.e., approximately 63%
contiguous. It is anticipated that the 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, as well as services of a capital improvement
nature, including availability of a sanitary sewer system, a water distribution system and street
lighting; and
WHEREAS, the Common Council of the City of South Bend, Indiana, now desires to
establish and adopt a fiscal plan showing: (1) the cost estimates of services of a non - capital nature,
including street and road maintenance, street sweeping, flushing, 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 Portage Township, St. Joseph County, Indiana, described
more particularly as follows, be annexed to the City of South Bend:
A parcel of land located in the North half of the Northwest Quarter of Section 26,
Township 38 North, Range 2 East, and in the North half of the Northeast Quarter of
Section 27, Township 38 North, Range 2 East, City of South Bend, Portage
Township, St. Joseph County and described as follows:
Beginning at the intersection of the South right of way line of the Indiana East/West Toll
Road (180/90) and the Portage /German Township line; thence East along said South right
of way of the Toll Road and the existing City of South Bend Corporate Limits, 3,360 feet;
thence North 350 feet to the North right of way line of Cleveland Road; thence West
along said North line of Cleveland Road, 3,360 feet to a point that is directly North of the
place of beginning; thence South along said Portage /German Township line, 340 feet to
the place of beginning. Containing 30.62 acres, more or less.
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, 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 fiunishing of said services to the territory to be annexed, which Fiscal Plan
provides among other things, that sanitary sewer main lines and a water main line are currently in
place and available to service this annexation area; that a metered lighting service is being
installed by St. Joseph County which the City will own and operate after annexation and that a
drainage plan is approved and in place.
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 10'2-)-03
NOT APPROVED
ADOPTED, l0 `� -1'03
u ,uin
Member, South Bend Common C uncil
TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND:
Your Committee of the Whole, to whom was referred:
BILL NO.
03 -115 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 PORTAGE TOWNSHIP,
NEW CLEVELAND 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.
Karl King
Chairman
CITY OF SOUTH BEND
New Cleveland Road
Annexation Area
FISCAL PLAN
Portage 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"
September 2003
New Cleveland 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
T. 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
Hied in CierWs office
E O CT 2 2 2003
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New Cleveland 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 German 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 consists entirely of right -of -way located in the 21,000 and 21,500 blocks of
New Cleveland Road. See Map 1.
B. Legal Description
The Annexation Area is part of the North half of the Northwest Quarter of Section 26, Township
38 North, Range 2 East; the North half of the Northeast Quarter of Section 27, Township 38 North,
Range 2 East; the South half of the Southwest Quarter of Section 23, Township 38 North, Range 2
East; and the South half of the South half of Section 22, Township 38 North, Range 2 East, City
of South Bend, Portage and German Townships, St. Joseph County. 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.)
4,790.00 feet 2,280 feet 7,615.00 feet
63% 37% 100.00%
D. Size of Annexation Area
The Annexation Area is approximately 30.62 acres in area.
Filed In OlerWs Office
OCT 2 :2:200.3
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New Cleveland Road Annexation Area q
E. Buildings and Land Use
There are no buildings in the Annexation Area. The Area consists entirely of right -of -way.
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 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 (This property is not subject to assessment)
2002 payable 2003, St. Joseph County Auditor property tax records:
Land: $00.00
Improvements: $00.00
Net: $00.00
Estimated net assessment at build out for the proposed development: $00.00
J. Municipal Legislative District
The Annexation Area will be in the Ist District.
Filed In Clerk's ®foce
EO 2 2:2003
Ctr7CLE K,8O.WW,UL.
New Cleveland Road 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 and Portage Township Trustees have been notified of
this Annexation.
SECTION lII. 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 12" water main on the north side of Cleveland Road.
No additional expenditures will be needed to extend existing water main facilities.
Street Lighting - A metered street lighting service is being installed by St. Joseph County, which
the City will own and operate after the annexation. The electric power for this system will cost no
more than the street lighting system that it replaces in the portions adjacent and already in the City.
Waivers of Annexation - No waivers of the right to remonstrate against an annexation are in effect
for this area.
Streets - The maintenance of this right -of -way will become the responsibility of the City. This
portion of Cleveland Road has been rebuilt by St. Joseph County, and therefore will require little
maintenance over the short term. Sweeping and snow plowing will be paid by the additional gas
tax reimbursement to the Motor Vehicle Highway Fund. 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 - Approved and in place through the right -of way reconstruction 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.) .58 miles (3,360')
Cost for Annexation Area per year: @$4,354.00 / 3 = $1,451 * 2 = $2,903.00
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.
New Cleveland Road Annexation Area g
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 one point one (1.1) miles away. Additional Fire Department units would
respond from Fire Station #7 located at 1616 Portage Avenue which is approximately two point
seven (2.7) 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 = $131.00
Filed in Clerk's Offlee
®t T 2 2 2003
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New Cleveland Road 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 service this area since there is no Real property involved. Therefore, the service
cost of the Department has been reduced $0.00 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: @$0
Proposed Number of Parcels in Area: 1
Cost for Annexation Area per year: @$0
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
There will be no customers 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.
New Cleveland Road Annexation Area g
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.
Filed In Cierles Office
FCT2 2 2003
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New Cleveland Road 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
$138.00
$690
Fire
$0.00
$131.00
$655
Code
$0.00
$0.00
$0
Street Maintenance
$0.00
$2,903.00
$14,515
Street Lights
$0.00
$0.00
$0
Street Construction
$0.00
TIF
$0
Total
$15,860
Revenues
Tax Year
@
Property Taxes
unincorporated =
02103
$0.00
(year 1)
03/04
$0
(year 2)
04/05
$0
(year 3)
05/06
$0
(year 4)
06/07
$0
(year 5)
07/08
$0
MVII /LRSA
estimated from 2000 revenue/mile
@$1Z618
x S years
$36,592
Total
$36,592
Estimated full net assessment: $0
Estimated tax income per year after full development potential is reached: $0
Filed In Clerk's ®fflCO
PICT 2 - Z093
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New Cleveland Road Annexation Area 10
SECTION V. APPROVAL
Approved by the City of South Bend Common Council this day of '2003
Filed In Clerk's Office
E2 OCT Z 2003
LONTTAd Ot/DA
C"CLEIp 5QGMK
New Cleveland Road Annexation Area
ILIF—A .3 NOW
TAX RATE INFORMATION - German Township
2001 Payable 2002
TAX TABLE IS NOT APPLICABLE TO THIS ANNEXATION
Filed in Clerk° office s
OCT 2 f 2003
LCAgyyAJ. ClntA
C/iYCLERkj4
New Cleveland Road Annexation Area 12
TABLE 2
LEGAL DESCRIPTION
A parcel of land located in the North half of the Northwest Quarter of Section 26, Township 38
North, Range 2 East, and in the North half of the Northeast Quarter of Section 27, Township 38
North, Range 2 East, City of South Bend, Portage Township, St. Joseph County and described as
follows:
Beginning at the intersection of the South right of way line of the Indiana East/West Toll Road
(180/90) and the Portage /German Township line; thence East along said South right of way of the
Toll Road and the existing City of South Bend Corporate Limits, 3,360 feet; thence North 350 feet
to the North right of way line of Cleveland Road; thence West along said North line of Cleveland
Road, 3,360 feet to a point that is directly North of the place of beginning; thence South along said
Portage /German Township line, 340 feet to the place of beginning. Containing 30.62 acres, more
or less.
Filed In Clerk's Office
OCT 21 2003
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