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HomeMy WebLinkAboutFiscal Plan for Royal Oak Annexation Area in Centre TownshipAttest: RESOLUTION ,061w:;�a�r� Passed by the Common Council of the City of South Bend, Indiana March 13, 20 00 . Presented by me to the Mayor of the City of South Bend, Indiana March 14, 20 00 City Clerk President of Common Council Approved and signed by me March 14, 20 00 City Clerk 0 RESOLUTION NO. ZS y I - O O A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND ADOPTING A WRITTEN FISCAL PLAN AND ESTABLISHING A POLICY FOR THE PROVISION OF SERVICES TO AN ANNEXED AREA IN CENTRE TOWNSHIP (ROYAL OAK ANNEXATION) WHEREAS, there has been submitted to the Common Council of the City of South Bend, Indiana, an ordinance which proposes the annexation of the real estate located in Centre Township, St. Joseph County, Indiana, more particularly described in Section I of this Resolution; and WHEREAS, the territory proposed to be annexed voluntarily by all (100 %) of its owners consists of approximately 86.569 acres of relatively flat land of which the east side of the site contains a church building and the west side of the site is being developed as a residential subdivision. The annexation area is generally located on the south side of Johnson Road, approximately 1300 feet west of Miami Road and it is at least 12.5% contiguous to the current City limits. The development of the territory proposed to be annexed will require a basic level of municipal public services, including fire and police protection, street and road maintenance, sewage collection, solid waste and yard pick -up as well as recycling services, and services of a capital improvement nature, including construction of streets and roads, a sewer collection system, a water distribution system and a street lighting 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, police and fire protection, and other non - capital services normally provided within the corporate boundaries, and services of a capital improvement nature, including construction of streets and roads, a sewer collection system, a water distribution system, and a street lighting system; (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 four (4) 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, the Board of Public Safety of the City of South Bend, and the Board of Water Works Commissioners 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 appropriate and the adoption of which as the plan and policy for the City of South Bend, the Common Council finds to be in the best interests of the City. 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 Centre Township, St. Joseph County, Indiana, described more particularly as follows, be annexed to the City of South Bend: A parcel of land being of the East Half of Section 36, Township 37 North, Range 2 East, Centre Township, St. Joseph County, Indiana and being more particularly described as follows: Commencing at the intersection of the Centerline of Johnson Road, also being the Old Indiana- Michigan Boundary Line, and the East Line of said Section 36, also being the Centerline of Miami Highway; thence North 89 Deg 50 Min 52 Sec West along said Centerline of Johnson Road, 1,307.63 feet to the Place of Beginning. Thence Northerly 40.00 feet to the North Right -Of -Way Line of Johnson Road; thence North 89 Deg 50 Min 52 Sec West along said North Right -Of -Way Line, 1,206.75 feet; thence South 0 Deg 11 Min 27 Sec West, 285.12 feet; thence North 89 Deg 48 Min 33 Sec West, 177.00 feet to the North -South Centerline of said Section 36; thence South 0 Deg 11 Min 27 Sec West along said North -South Centerline, 1,600.83 feet; thence North 86 Deg 41 Min 40 Sec West, 1377.72 feet; thence Northeasterly 718.93 feet; thence Easterly 414.58 feet; thence Northerly 962.00 feet; thence Westerly 1,047.13 feet, thence Northerly 638.20 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 street and road maintenance, police and fire protection, solid waste and yard pick -up as well as recycling services, 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 sewer and water facilities and a street lighting system, within four (4) 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 South Bend Common Council for the City of South Bend shall and does hereby now establish and adopt the fiscal plan described in Exhibit "A ", attached hereto and made a part hereof, for the furnishing of said services to the territory to be annexed. 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 NOT APPROVED ADOPTED 3-k3-00 Filed In Clerk's Office MAR 0 B 2000 LORETTAJ. DUDA CITY CLERK, SO. BEND, R, Member, South Bend Co on ouncil CITY OF SOUTH BEND Royal Oak Annexation Area FISCAL PLAN Centre Township Stephen J. Luecke - Mayor South Bend City Council James Aranowski Charlotte Pfeifer Roland Kelly Karl King David Varner Andy Ujdak Sean Coleman Al Kirsits Karen White Division of Planning & Neighborhood Development Pam Meyer, Director -C &ED Larry Magliozzi, Assistant Director January 2000 Royal Oak Annexation Area Z 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 .. ............................... 7 SECTION V. APPROVAL 9 Legal Description ............ ............................... 10 Tax Rates .................. ............................... 11 Map.................. ............................... 12 Filed In Clerk's Cfilice MAR 0 8 2000 cRETTAJ. not CRY CLERK, 80. BE/JD, IRf. Royal Oak 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 Centre Township, St. Joseph County (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 south side of Johnson Road, approximately 1,300 feet west of Miami Road. See Map 1. B. Legal Description The Annexation Area is part of the East half of Section 36, Township 37 North, Range 2 East, Centre Township, St. Joseph County, Indiana. For a complete legal description see Table 1. C. Contiguity The Annexation Area is at least 1,18 (12.5 %) contiguous to the current City limits: Contiguous Non - Contiguous Total (approx.) 1,062 feet 7,306.06 feet 8,368.06 feet 12.7% 87.3% 100.00% Filed to Clerk's Office j MAR 0 8 2000 1 aff M Royal Oak Annexation Area 4 D. Size of Annexation Area The Annexation Area is 86.569 acres in area. The topography is relatively flat. E. Buildings and Land Use The east side of the site contains a church building. The west side of the site is being developed as a residential subdivision. F. Zoning & Subdivisions The site is zoned "R" Residential in unincorporated St. Joseph County. The Area is proposed to be zoned "A" Single Family Residential upon annexation. There is no recorded subdivision as of the date of the preparation of this fiscal plan. G. Population There is no resident population within the Annexation Area. H. Tax Rate The tax rates used are those of 1998 payable in 1999. The Township Rate will decrease by $.4382 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 $7.6051 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 $7.1669 per $100.00 of assessed valuation. Table 2 shows representative tax rate information as published by the St. Joseph County Auditor. I. Assessments 1998 payable 1999, St. Joseph County Auditor property tax records: Land: $205,200 Improvements: $485,430 Non - Profit: ($681,200) Net: $9,430 I Municipal Legislative District The Annexation Area will be in the 5th District. Filed In Clerk's office MAR 0 8 200D u txeo� rasr" Sat Royal Oak Annexation Area S 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 - An existing 8 -inch sanitary sewer is located on Johnson Road, and an 8 -inch sanitary sewer is located on Miami Street. Water - There is an existing 12 -inch water main on both Johnson Road and Miami Street. South Bend's sewage collection system and water distribution system have adequate capacity for the single family residential development proposed for the subdivision. The Street Department will accomplish street sweeping, flushing and snow maintenance, once the surface course of pavement is complete and accepted by the Board of Public Works. The additional roadway mileage will increase the Motor Vehicle Highway fund sufficiently to maintain and operate the roadways. Revenue to the Water Works and the Division of Environmental Services will be sufficient to provide operation and maintenance of the water distribution facilities, the sewage collection facilities, solid waste and yard waste pickup, as well as recycling services. The City will bear the expense of electricity for a street lighting system as soon as lights are installed. This could amount to as much as $300.00 / month, from the General Fund. The developer has proposed a storm drainage plan that has been accepted by Saint Joseph County. The storm drainage will be detained in three basins within the subdivision, overflowing into a storm sewer that the County has plans to build in Gilmer Park, adjacent to the annexation area. Sewer revenues will be sufficient to maintain the storm water system within the subdivision. Drainage outside the subdivision will be the responsibility of Saint Joseph County through the Drainage Board and the Highway Department. When fully developed, this annexation area is not expected to require major capital outlays for public works vehicles or equipment. The developer is responsible for road construction. All internal roads will be the responsibility of the developer per the standards and requirements of the subdivision ordinance and the Board of Public Works. There are no waivers on file for water or sewer. Extensions of, or taps into sanitary sewer and water lines shall be governed by I.C. 36- 9 -22 -2, I.C. 8 -1.5 -3 and 4, and the rules and regulations of the South Bend Water Wor$S'm 8rwef -- Utility. [led in Clerk's Office MAR 0 0 2000 aBE77'Ad DUDA asY�Eta684.�4 Oak Annexation Area B. Police Department The Annexation Area will be added to Beat 15. The 1999 Operating Budget for the Department was $19,295,757. This covered an area of approximately 39 square miles, resulting in a cost per square mile of approximately $494,763. Police patrols, traffic enforcement and emergency responses will be part of the services the City will offer to the area. Police services and response time in this area can be expected to be comparable and consistent with that as in other parts of the City. The Police Department will respond to calls for service upon the reprogramming of the 911 Emergency Response System. This may occur approximately one month from the effective date of the Annexation. Full and dedicated police response will be in place within one year of the effective date of the Annexation. C. Fire Department The Annexation Area will be serviced primarily by Station #10, located at 5303 York Road approximately one (1) mile away. Additional Fire Department units would respond from Fire Station #8 located at 2402 Twyckenham Drive which is approximately three (3) miles away. The 1999 Operating Budget for the Department was $13,633,896. This covered an area of approximately 39 square miles, resulting in a cost per square mile of approximately $349,587. 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. The Fire Department will respond to calls for service upon the reprogramming of the 911 Emergency Response System. This may occur approximately one month from the effective date of the Annexation. Full and dedicated fire response will be in place within one year of the effective date of the Annexation. D. Code Enforcement The Annexation Area will be added to Territory 5. 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. filed in Cleffs Office MAR 13 2000 LCAETTAJ. DUDA CITY CLERK, 9C. BOA M, Royal Oak Annexation Area 7 E. Environmental Services The Annexation Area will be added to Truck # 584's route. Solid waste service is financed by a user fee and will be offered as needed. Current rates are $8.00, $10.50, $13.00, and $15.00 per month for one, two, three, and four -unit dwellings respectively. There is a discount for senior citizens. The service is available upon the effective date of the Annexation. F. Administrative Services The City of South Bend provides a wide range of services other than those noted above, such as Animal Control, Weights and Measures, Junk Vehicle, Unsafe Building, Legal Department, Youth Services Bureau, etc. The 1999 Operating Budget for the balance of these services was $11,351,193. This provided services over an area of approximately 39 square miles, resulting in a cost per square mile of approximately $291,056. These services are available 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. 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 that will continue to provide the same type and level of services to the Annexation Area. County -wide services will continue to be supported by the County and Township tax rates that will remain in effect. SECTION IV. FISCAL IMPACT 1) Essential city services and facilities are or can be made available to the residents of the Annexation Area. 2) The city is financially able to support city services to the territory sou ,ght to be annexed. 3) Certain improvements will be made by the petitioner and /or owner. Improvements must be made accordin.- the standards of the City of South Bend. 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. Property tax revenue estimates are based on 1998 payable 1999 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. Other revenue estimates are based on revenue received in 1999. Filed In C9erk °s Office MAR 1 3 2000 LORMAJ. DUDA CITY CLERK, SO. BEND, IN. Royal Oak Annexation Area 8 Summary Table - Fiscal Impact Expenditures Capital (est.) Non - Capital Per Year (est.) Year 5 -Year Lift Station / Sewer $0.00 Maintenance fee Water $0.00 Maintenance fee Street Lights $0.00 $300.00 $1,500.00 Police $0.00 $66,478.00 $332,390.00 Fire $0.00 $46,956.00 $234,780.00 Code $0.00 $7.30 $36.50 Streets $0.00 $9,183.00 $45,915.00 Administration $0.00 $61.00 $305 Sanitation $0.00 User fee Total $614,927 Revenues Tax Year Property Taxes unincorporated 98/99 $0.00 est. previous year taxes on vacant land 99/00 $1,454 est. 40 homes 00/01 $16,228 est. 60 homes 01/02 $24,342 est. 80 homes 02/03 $32,456 est. 100 homes 03/04 $40.570 est. 132 homes 04/05 $53,553 Total $168,603 Filed In Clerk's Offte L M AR 11, 20001 Royal Oak Annexation Area g SECTION V. APPROVAL Approved by the City of South Bend Common Council this day of , 2000 Filed In Clark's ®fflce MAR 0 9 2000 LoRETrAJ. D ;,, CITYCicK.50, ikiiv Royal Oak Annexation Area 10 TABLE 1 LEGAL DESCRIPTION A parcel of land being of the East Half of Section 36, Township 37 North, Range 2 East, Centre Township, St. Joseph County, Indiana and being more particularly described as follows: Commencing at the intersection of the Centerline of Johnson Road, also being the Old Indiana - Michigan Boundary Line, and the East Line of said Section 36, also being the Centerline of Miami Highway; thence North 89 Deg 50 Min 52 Sec West along said Centerline of Johnson Road, 1,307.63 feet to the Place of Beginning. Thence Northerly 40.00 feet to the North Right -Of -Way Line of Johnson Road; thence North 89 Deg 50 Min 52 Sec West along said North Right -Of -Way Line, 1,206.75 feet; thence South 0 Deg 11 Min 27 Sec West, 285.12 feet; thence North 89 Deg 48 Min 33 Sec West, 177.00 feet to the North -South Centerline of said Section 36; thence South 0 Deg 11 Min 27 Sec West along said North -South Centerline, 1,600.83 feet; thence North 86 Deg 41 Min 40 Sec West, 1377.72 feet; thence Northeasterly 718.93 feet; thence Easterly 414.58 feet; thence Northerly 962.00 feet; thence Westerly 1,047.13 feet, thence Northerly 638.20 feet to the Place of Beginning. Filed In Clark's 0$g1ce MAR 0 8 2000 LORMAJ. ouvA C1TYCLEK S0.WW. Htl, Royal Oak Annexation Area 11 FUND Total State Rate Total County Rate Township Fund Poor Relief Fund Fire Fighting Fund Twp Recreation Fund Fire Debt Fund Cumulative Fire Total Township Rate Total School Rate Total Library Rate Total City/Town Rate Total Redevelopment District Rate Total Airport Rate South Bend Transpo TABLE 2 TAX RATE INFORMATION - Centre Township 1998 Payable 1999 CENTRE TOWNSHIP 0.01 3.5002 0.0183 0.0064 0.3382 0.1 % OF TAX % OF TOTAL SOUTH BEND RATE TOTAL RATE CENTRE DIFFERENCE RATE 0.09% 0.01 0.06% 32.73% 3.5002 19.60% .0183 .0064 - 0.3382 0.4629 4.33% .0247 5.8978 55.14% 5.8978 0.6933 6.48% 0.6933 7.2297 0.0795 0.1312 TOTAL TAX RATES 10.6954 1.23% .1312 .2959 100% 17.8623 -0.1 0.14% - 0.4382 Rate decrease 33.02% 3.88% 7.2297 40.47% 0.0795 0.45% 0.73% 0.2959 1.66% 7.6051 Rate increase 7.1669 100% Filed In Clerk's Office MAR 0 0 2000 LORETTAJ. MM WY CU K. 80 NW. &, Map 1 ©R.y.k OaLdwg Key: 1 i ?®.'_.� City Limits Prepared by the Division of Planning & Neighborhood D4�velopm ernt