HomeMy WebLinkAboutFiscal Plan for Matteo Annexation Area in German TownshipAttest
RESOLUTION
NO. 2665 -98
Passed by the Common Council of the City of South Bend,
August 24, 19 98
Clerk
Attest: ��-- -� President of Common Council.
Presented by me to the Mayor of the City of South Bend,
August 26, ig 98.
Approved and signed by me August 27, _ 19 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
(MATTEO 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 voluntarily annexed by
more than 51% of the owners of such annexed land, consists of
approximately 4.8 acres of unimproved, undeveloped wooded land
located approximately 500 feet south of the Brick and Portage
Roads intersection on the west side of Portage Road in German
Township, St. Joseph County, Indiana; with approximately 24% of
its aggregate external boundaries coinciding with the boundaries
of the City of South Bend. This annexation area is proposed for
residential development, and will require a basic level of
municipal public services, including services of a 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 Resolution shall be in full force and
effect from and of its date of ad op on by the Co on Council and
approval by the Mayor.
PRESENTED 5_2q 9 8
NOT APPROVED
ADOPTED &,2 C/- / D
th Bend Common
Filed an Clerk's Office
AUG 1 9 1998 —�
LORE'TTA J. DUDA
CITY CLERK, SO. SEND, IN.
THAT PART OF THE NORTHWEST QUARTER OF SECTION 22, IN TOWNSHIP 38
NORTH, RANGE 2 EAST, GERMAN TOWNSHIP, ST. JOSEPH COUNTY, INDIANA
MORE PARTICULARLY DESCRIBED AS:
BEGINNING AT A POINT ON THE WEST LINE OF THE SAID SECTION WHICH
IS S. 00- 23' -00" W., 526.76 FT. FROM THE NORTHWEST CORNER OF SAID
SECTION; THENCE N. 74- 55' -42" E., 220.00 FT. MORE OR LESS TO THE
EASTERLY RIGHT -OF -WAY LINE OF PORTAGE ROAD; THENCE S. 20- 22' -43"
E. ALONG SAID EASTERLY RIGHT -OF -WAY LINE, 280.00 FT. MORE OR
LESS; THENCE S. 69- 37' -17" W., 80.00 FT. MORE OR LESS TO THE
INTERSECTION OF THE WESTERLY RIGHT -OF -WAY LINE OF PORTAGE ROAD
WITH THE SOUTHERLY RIGHT -OF -WAY LINE OF MAPLE ROAD; THENCE ALONG
SAID SOUTHERLY RIGHT -OF -WAY LINE AROUND A 313.06 FT. RADIUS CURVE
TO THE LEFT AN ARC DISTANCE OF 254.00 FT. MORE OR LESS; THENCE S.
89- 45'-13" E., 328.02 FT. MORE OR LESS TO THE EASTERLY RIGHT -OF-
WAY LINE OF SAID PORTAGE ROAD; THENCE S. 20- 22' -43" E. ALONG SAID
EASTERLY RIGHT -OF -WAY LINE, 130.00 FT. MORE OR LESS; THENCE N.
89- 45' -13" W., 395.58 FT. MORE OR LESS TO THE WEST LINE OF SAID
SECTION 22; THENCE N. 00- 23' -00" E. ALONG SAID WEST LINE, 536.20
FT. MORE OR LESS TO THE POINT OF THE BEGINNING.
EXHIBIT "A"
LEGAL DESCRIPTION
MATTEO ANNEXATION
:Iced in Clerk's 3ff zz ,
[AL G 1 9 1998 "
CITYCLEAK, SO.3E %9,135.
CITY OF SOUTH BEND
Matteo
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
dziled in Clerk's Oiiic :
AUG 1 9 1998
LOReTdAJ. DUDA
CITY CLERK, SO. SEND, W.
Matteo 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
1
Malteo 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. Voluntary Annexation of New Area
The property owners of the land (Annexation Area) have petitioned the City requesting the
annexation of contiguous territory. The Annexation Area is to become a part of the existing
residential development located to the west.
The petition requesting annexation has been signed by 100% of the property owners of the
Annexation Area.
Essential city services and facilities are and can be made available to the Annexation Area.
The City is physically and financially able to provide city services to the Annexation Area.
The Annexation Area is 24% contiguous to the City limits.
Matteo Annexation Area
SECTION II. GENERAL DATA
A. Location
4
The Annexation Area is located approximately 500 feet south of the Brick and Portage Rd.
intersection, on the west side of Portage Rd. 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 Tablel.
C. Contiguity
The Annexation Area is at least 1/8 (12.5 %) contiguous to the current City limits:
Contiguous
536.2 feet
24%
Non - Contiguous
1687.6 feet
76%
D. Size and Topography
Total (approx.)
2223.8 feet
100.00%
The Annexation Area is approximately 4.80 acres. The topography is relatively flat.
E. Buildings and Land Use
The site is a wooded. There are no structures on the site. The site is proposed for residential
development.
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.
Matteo 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: $1,200.00
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 - The proposed Field Point Phase II, subdivision will extend 8 inch sanitary sewer in the
Sandlewood Drive which will abut Maple Rd. (Unimproved), located in this proposed annexation
area.
Water - City water is available to this site with an existing 12 inch main on Portage Rd. and a 12
inch main on Brick Rd. which abuts this site.
No waivers for water or sewer exist on file. It is noted that easements may need to be acquired for
the sewer and water.
Sanitary sewer and water facilities have the capacity to serve the Annexation Area.
Matteo 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.
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 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 1.5 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 3.5 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
Matteo Annexation Area
same type and level of services to the 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.)
1998-2000
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)
$109.50
est.; 1 units
tax year 98/99
$1179
est.; 3 units
tax year 99/2000
$3538
est.; 5 units
tax year 2000/2001
$5896
est; 7 units
tax year 2001/2002
$8254
TOTAL
$0.00
$18,867.00
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.
Matteo Annexation Area
TABLE 1
LEGAL DESCRIPTION
THAT PART OF THE NORTHWEST QUARTER OF SECTION 22, IN TOWNSHIP 38
NORTH, RANGE 2 EAST, GERMAN TOWNSHIP, ST. JOSEPH COUNTY, INDIANA MORE
PARTICULARLY DESCRIBED AS:
BEGINNING AT A POINT ON THE WEST LINE OF THE SAID SECTION WHICH IS S. 00-
23'-00" W., 526.76 FT. FROM THE NORTHWEST CORNER OF SAID SECTION; THENCE N.
74- 55' -42" E., 220.00 FT. MORE OR LESS TO THE EASTERLY RIGHT -OF -WAY LINE OF
PORTAGE ROAD; THENCE S. 20- 22' -43" E. ALONG SAID EASTERLY RIGHT -OF -WAY
LINE, 280.00 FT. MORE OR LESS; THENCE S. 69- 37' -17" W., 80.00 FT. MORE OR LESS TO
THE INTERSECTION OF THE WESTERLY RIGHT -OF -WAY LINE OF PORTAGE ROAD
WITH THE SOUTHERLY RIGHT -OF -WAY LINE OF MAPLE ROAD; THENCE ALONG
SAID SOUTHERLY RIGHT -OF -WAY LINE AROUND A 313.06 FT. RADIUS CURVE TO
THE LEFT AN ARC DISTANCE OF 254.00 FT. MORE OR LESS; THENCE S. 89- 45' -13" E.,
328.02 FT. MORE OR LESS TO THE EASTERLY RIGHT -OF -WAY LINE OF SAID
PORTAGE ROAD; THENCE S. 20- 22' -43" E. ALONG SAID EASTERLY RIGHT -OF -WAY
LINE, 130.00 FT. MORE OR LESS; THENCE N. 89- 45' -13" W., 395.58 FT. MORE OR LESS
TO THE WEST LINE OF SAID SECTION 22; THENCE N. 00- 23' -00" E. ALONG SAID WEST
LINE, 536.20 FT. MORE OR LESS TO THE POINT OF THE BEGINNING.
Matteo Annexation Area
TABLE 2
TAX RATE MORMATION - GermcaTowxsl ip
1997Pa.KWe 1994
GERMAN
° /OF
SOOIHBEND TAXRATE
%OF
FUND
TOV44SW
TOTALRATE
GaZly N DUTER
gIAL
TOTALRATE
Total State Find
0.01
0.1%
0.01
0.1 %
Total Cou tyFmd
3.0079
29.0%
3.0079
175%
TowrshipFiad
0.0174
0.0174
PoorRefiefFwd
0.0149
0.0149
Fm Fighting Ryd
02971
-
-02971
Fm Ik t Fwd
0.1119
-0.1119
Omndative Fixe
0.1
-0.1
Total Towxslip Pat e
0.5414
521/o
0.0323
02%
-0509/
Tavmlu rateden e
Total School Rate
6.0293
58210
60293
35.1%
Total Li6raryFate
0.6386
66%
0.69%
4.01/o
Total(5tyllbwaRate
6.9125
69125
4021/.
Total RedewlcWm
- aU55
0.1755
0.7/0
District Rate
Total Airport Rate
0.0839
0.81/.
0.0839
0.501.
So thBerclTra spo
0288:1
02883
1.7/0
7.3263
GtyruteltCrea4e
TOFALTAXRATES
103611
100.00%
17.1783
68172
100.00' /0
- -Map 1
Matteo Annexation
Key:
Annexation Area
City Limits
Prepared by the Division of
Planning & Neighborhood
Development
1200 COUNTY -CITY BUILDING
SOUTH BEND, INDIANA 46601 -1830
August 19, 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
FAX 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 - MATTEO 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 el y,
l
Larry M lio�sistant Director
Division of Planning and Neighborhood Development
cc: Loretta Duda
�'/ of7OY ¢1��ri717gj7QZ/N�'lC�l!(Q�Og17
artivp4rmQ9
mint
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
FAX: 219/235 -9697