HomeMy WebLinkAboutFiscal Plan for Park Annexation Area in German TownshipRESOLUTION
NO. 2662 -98
Passed by the Common Council of the City of South Bend, Indiana
August 10, 19 98
Attest: City Clerk
Attest: of Common Council.
Presented by me to the Mayor of the City of South Bend, Indiana
August 11, 19 98.
Approved and signed by me August 11, _ t9 98 -
Clerk
Mayor
RESOLUTION NO.
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 GERMAN TOWNSHIP
(PARK 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 described hereinafter as Exhibit
°A ", located in German Township, St. Joseph County, Indiana; and
WHEREAS, the territory proposed to be annexed encompasses
approximately 19.15 acres of unimproved, undeveloped field land
located directly west of the U.S. 31 Bypass and north of Brick
Road in German Township, St. Joseph County, Indiana; with 47% of
its aggregate external boundaries coinciding with the boundaries
of the City of South Bend, and which property is needed and can
be used by the City of South Bend for development. Such
development of the territory proposed to be annexed will require
• basic level of municipal public services, including services of
• non - capital nature such as fire and police protection, and
street and road maintenance, and services of a capital
improvement nature, including street lighting, roads, curbs,
sidewalks, sewer facilities and water facilities; 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 street
lighting, roads, curbs, sidewalks, water facilities, and sewer
facilities; (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 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 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. That 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 in Exhibit "A" attached hereto and made a part hereof,
be annexed to the City of South Bend.
Section II. That 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 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, roads, curbs, sidewalks, sewer facilities and
water facilities, 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. That 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 "B ", attached hereto and
made a part hereof, for the furnishing of said services to the
territory to be annexed.
Section IV. This
effect from and of its
approval by the Mayor.
PRESENTED g -10 -�
NOT APPROVED
ADOPTED ,5' &qff
Resolution shall be in full force and
date of adoption by the Common Council and
Member, South Bend Common Council
THAT PART OF THE SOUTHEAST QUARTER OF SECTION 18, IN TOWNSHIP 38
NORTH, RANGE 2 EAST, GERMAN TOWNSHIP, ST. JOSEPH COUNTY, INDIANA
MORE PARTICULARLY DESCRIBED AS:
BEGINNING AT A POINT 430 FEET EAST OF THE HALF SECTION LNE OF
SECTION 18, T. 38 N., R. 2 E.; THENCE 740 FEET EAST TO THE WEST
RIGHT -OF -WAY LINE OF THE U.S. 31 BYPASS, ALSO KNOWN AS THE ST.
JOSEPH VALLEY PARKWAY; THENCE SOUTHWESTERLY ALONG SAID RIGHT -OF-
WAY FOR 2,128.33 FEET TO A POINT 430 FEET EAST OF THE HALF
SECTION LINE OF SAID SECTION; THENCE NORTH 1,930 FEET TO THE
POINT OF BEGINNING.
Exhibit "A"
LEGAL DESCRIPTION
PARK ANNEXATION
CITY OF SOUTH BEND
Park
Annexation Area
FISCAL PLAN
German Township
Stephen J. Luecke - Mayor
South Bend City Council
James Aranowski
Charlotte Pfeifer
Roland Kelly
John Broden
David Varner
Andy Ujdak
Sean Coleman
John Hosinski
Rod Sniadecki
Division of Planning & Neighborhood Development
Pam Meyer, Director -C&ED
Larry Magliozzi, Assistant Director
July 1998
Park Annexation Area
TABLE OF CONTENTS
SECTION I. INTRODUCTION .. ............................... 3
SECTION II. GENERAL DATA . ............................... 4
A.
Location
B.
Legal Description
C.
Contiguity
D.
Size and Topography
E.
Buildings and Land Use
F.
Zoning & Subdivisions
G.
Population
H.
Tax Rate
I.
Assessments
J.
Councilmanic 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 ....... ............................... 7
Legal Description ............ ............................... 8
TaxRates .................. ............................... 9
Map.................. ............................... 10
2
Park 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 (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
B. Need For Annexation of New Area
The City of South Bend, in partnership with the South Bend Redevelopment Authority and the St.
Joseph County Airport Authority, initiated a regional economic development project involving the
development of over 3,500 acres surrounding the Michiana Regional Airport and the Toll Road/St.
Joseph Valley Parkway. Then called the Airport 2010 project, it was contemplated to bean
ongoing private - public partnership resulting in hundreds of millions of dollars of private
investment, and thousands of jobs for north - central Indiana.
The potential development of the Annexation Area is well within the scope of activity that was
anticipated, and encouraged, for this part of the County. For these reasons, it is desirable that the
Annexation Area have the same development standards as its neighboring properties in the City.
Development of properties adjacent the Annexation Area and within the City, are subject to the
ordinances and standards of the City; development of the Annexation Area is subject to the
ordinances and standards of St. Joseph County. The ordinances and development standards of the
City and of St. Joseph County are not identical, nor are they necessarily compatible. Since the
Annexation Area is contiguous to the City yet subject to different development standards, zoning
and other ordinances, planning for the development of the City in this vicinity is inherently more
difficult and potentially frustrated. The Annexation Area, therefor, is needed and can be used by
the City for development, and is a natural and logical extension of the City boundary.
In addition, this parcel is scheduled for purchase by the Redevelopment Commission, in
connection with the development of the US 31 Industrial Park.
Park Annexation Area
SECTION II. GENERAL DATA
A. Location
4
The Annexation Area is located directly west of the U.S. 31 by -pass and north of Brick Rd. See
Map 1.
B. Legal Description
The Annexation Area is part of the Southeast Quarter of Section 18, Township 38 North, Range 2
East, German Township, St. Joseph County, Indiana. For a complete legal description see Tablel.
C. Contiguity
The Annexation Area is at least 1/4 (25 %) contiguous to the current City limits:
Contiguous Non - Contiguous Total (approx.)
2239.33 feet 2560 feet 4799.33 feet
47% 53% 100.00%
D. Size and Topography
The Annexation Area is approximately 19.15 acres. The topography is relatively flat.
E. Buildings and Land Use
The site is an open field. There are no structures on the site. The potential use of the site has yet
to be determined, but residential developed is a possibility.
F. Zoning & Subdivisions
The site is currently zoned "R" Residential in unincorporated St. Joseph County. The site has yet
to be subdivided. It will be zoned "A" residential upon annexation.
G. Population
There is no population within the Annexation Area.
Park Annexation Area
H. Tax Rate
The tax rates used are those of 1997 payable in 1998.
The Township Rate will decrease by $.5091 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 $7.3263 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 $6.8172 per $100.00 of assessed valuation. Table 2
shows representative tax rate information as published by the St. Joseph County Auditor.
I. Assessments
Net Assessment 1997 payable 1998, St. Joseph County Auditor property tax records:
Net Assessment: $2,230.00
J. Councilmanic District
The Annexation Area will be in Councilmanic District 1.
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 - An existing 15 -inch sanitary sewer is located at the southeast comer of Olive Road and
Brick Road. A 15 -inch sanitary sewer extension of approximately 1,300 feet in Brick Road would
be required by the developer. The lift station for this sewer connection is capable of handling the
additional load.
Water - There is an existing 12 -inch water main on the south side of Brick Road. A 16 -inch main
is proposed to be installed, in 1998, along Orange Road in connection with a new water tower off
of Adams Road.
No waivers for water or sewer exist on file. It is noted that easements may need to be acquired for
the sewer and water.
Park Annexation Area
Sanitary sewer and water facilities have the capacity to serve the Annexation Area.
Public improvements within the Annexation Area, such as street lights, roads, curbs and
sidewalks, should be at the expense of the developer. Improvements will be able to be maintained
without additional expense.
B. Police Department
The Annexation Area will be added to Beat 22. Police coverage can be expected to begin shortly
after the effective date of the annexation.
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.
C. Fire Department
The South Bend Fire Department does not foresee any unusual fire protection problems related to
this annexation. The Annexation Area is located approximately 3 miles from Station #11, located
at 3505 North Bendix Drive. Additional Fire Department units would respond from Fire Station
#7 at 1616 Portage Avenue which is approximately 6 miles away.
Fire officials note that response times will be comparable to other areas of the City, and that no
additional equipment will need to be purchased or personnel hired to service the Annexation Area.
A new fire station is proposed for the northwest quadrant of the City
D. Code Enforcement
The Department of Code Enforcement can provide services to the Annexation Area with no
additional increase in manpower or equipment.
E. Environmental Services
The Division of Environmental Services notes that service will be offered as needed. The service
will be offered at a rate of $8.00 per month, or $5.50 per month for senior citizens.
F. Administrative Services
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.
Park Annexation Area
SECTION IV. FISCAL IMPACT
The cost of providing city services to the Annexation Area can be absorbed by Department
budgets:
1) essential city services and facilities are or can be made available to the residents of the
Annexation Area
2) the city is physically and financially able to provide city services to the territory sought to
be annexed
Summary Table - Fiscal Impact
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
estimates are based on 1997 payable 1998 tax rates, taxes paid in previous years by a comparable
development, estimates of units built, and no tax abatements. Tax rates are subject to change
every year.
SECTION V. APPROVAL
Approved by the City of South Bend Common Council this day of 1998.
Capital & Non - Capital Expenditures (est.)
Revenue (est.)
`1998 -2001
Extension
Lift Station / Sewer
$0.00
Water
$0.00
Street Lights
$0.00
Police
$0.00
Fire
$0.00
Code
$0.00
Sanitation
$0.00
Property Tax
tax year 97/98 (unincorporated)
$203.40
est.; 0 units
tax year 98/99
$325
est.; 0 units
tax year 99/2000
$341
est.; 15 units
tax year 2000/2001
$17,500
TOTAL
$0.00
$18,369.40
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
estimates are based on 1997 payable 1998 tax rates, taxes paid in previous years by a comparable
development, estimates of units built, and no tax abatements. Tax rates are subject to change
every year.
SECTION V. APPROVAL
Approved by the City of South Bend Common Council this day of 1998.
Park Annexation Area
TABLE 1
LEGAL DESCRIPTION
ri
THAT PART OF THE SOUTHEAST QUARTER OF SECTION 18, IN TOWNSHIP 38
NORTH, RANGE 2 EAST, GERMAN TOWNSHIP, ST. JOSEPH COUNTY, INDIANA MORE
PARTICULARLY DESCRIBED AS:
BEGINNING AT A POINT 430 FEET EAST OF THE HALF SECTION LINE OF SECTION 18,
T. 38 N., R. 2 E.; THENCE 740 FEET EAST TO THE WEST RIGHT -OF -WAY LINE OF THE
U.S. 31 BYPASS, ALSO KNOWN AS THE ST. JOSEPH VALLEY PARKWAY; THENCE
SOUTHWESTERLY ALONG SAID RIGHT -OF -WAY FOR 2,128.33 FEET TO A POINT 430
FEET EAST OF THE HALF SECTION LINE OF SAID SECTION; THENCE NORTH 1,930
FEET TO THE POINT OF BEGINNING.
Park Annexation Area
TABLE 2
TAX RATE RIFORMATION - GerttenTrnxship
I997Pa,P,We 1994
C£RMAN
0/"
SOUIHBEND TAX RATE
o /e0F
FUND
TOW,EHIP
TOrALRATE . '
CERMAN D4IBRENDAL
TOTAL RATE
Total State Rrd
0.01
0.1%
0.01
0.1%
Total Cmty Rid
3.0079
29.01).
3.0079
17.59/6
TmxsHpFund
0.0174
0.0174
Poo[ReliefFud
0.0149
0.0149
Fite Fg1titgFud
02972
.072
Fire Deft Fund
0.1119
-0.1119
0]andafiw Fm
0.1
-0.1
Total TumdupRate
0.5414
S.
0.0321
0.21/0
-05091
Taamid rote &o e
Total Schod Rate
6M93
582%
6.0293
35.1%
Total Lihary Rate
0.6886
6.61/o
Q6986
4.01/0
Total Clty/TomRate
69125
6.9125
4021/.
Total Re&wlopme t
-
0.1255
0.1255
0.71/o
District Rate
Total Aigm Rate
0.0639
0.8%
0.0839
OS%
SoithBnATtatspo
02883
02883
1.7%
73163
6 rwei�
TOI'ALTAXRATES
10.3611
100.00%
17.1783
6.8172
100.00° /a
MapI
Park Annexation
Key:
Annexation Area
City Limits
Prepared by the Division of
Planning & Neighborhood
Development
- —
1200 COUNTY -CITY BUILDING
SOUTH BEND, INDIANA 46601 -1830
July 29, 1998
CITY OF SOUTH BEND STEPHEN J. LUECKE, MAYOR
COMMUNITY & ECONOMIC DEVELOPMENT
JON R. HUNT ANN E. KOLATA
EXECUTIVE DIRECTOR DEPUTY EXECUTIVE DIRECTOR
Mr. Sean Coleman, President
South Bend Common Council
4th Floor, County -City Building
South Bend, IN 46601
PHONE 219/235 -9371
FAR 219/235 -9021
TDD 219/ 235 -5567
Re: A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND,
INDIANA ADOPTING A WRITEN FISCAL PLAN AND ESTABLISHING A POLICY
FOR THE PROVISION OF SERVICES TO AN ANNEXED AREA IN GERMAN
TOWNSHIP -PARK ANNEXATION
Dear Mr. Coleman:
I am attaching for filling the above - referenced resolution, which is a companion to the
Ordinance currently on file to annex certain territory in German Township to the City of South
Bend. The resolution indicates the approval and adoption by the Common Council of the writen
plan and policy attached thereto concerning the provision of services, both capital and non-
capital in nature, to the territory to be annexed.
I would ask that the attached resolution be considered under Special Business of the
agenda of the Common Council meeting at which the companion ordinance is given public
hearing, final reading and vote.
Your favorable consideration is respectfully requested.
Since y,
Larry Ma iozuhsistant Director
Division of Planning and Neighborhood Development
cc: Loretta Duda
�lcharod/Im gL Inv 6ipdataZannoY /nnlivo//fnrm09
nrk
REDEVELOPMENT BUSINESS ASSISTANCE
FINANCIAL& PROGRAM
BUREAU OF HOUSING
PLANNING& NEIGHBORHOOD
ANN E. KoLATA &DEVELOPMENT
MANAGEMENT
KATHRYN BAUMGARTNER
DEVELOPMENT
219/235 -9371 DONALD E. INKS
ELIZABETH LEONARD
521 ECLIPSE PLACE
PAMELA C. MEYER
219/235 -9335
219/235 -9335
219/235 -9475
219/235 -9660
FAx: 219/235 -9469
FAR: 219/235 -9697