HomeMy WebLinkAboutFiscal Plan for Meadow Wood II Annexation Area in German TownshipI
Attest
RESOLUTION
NO. 2540 -98
Passed by the Common Council of the City of South Bend,
January 12, 98
ea
Presented by me to the Mayor of the City of South Bend, Indiana
January 13, ,,, 98
•k
of Common Council.
Approved and signed by me January 13, 1998
City Clerk
Mayor
RESOLUTION NO. ZgJJ8
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
(MEADOW WOOD II 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 510 of the owners, encompasses approximately 16.8 acres
of land currently vacant, but proposed to be developed for a
single - family residential community. It is located at the
southwest corner of Brick Road and Portage Avenue in German
Township, St. Joseph County, Indiana; with approximately 490 of
its aggregate external boundaries coinciding with the boundaries
of the City of South Bend. 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, and services of a capital improvement nature,
including street lighting; 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; (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 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. 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, 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 adoption by the Common Council and
approval by the Mayor.
adIL�ca&vv�
Member, South Bend Common Council
PRESENTED l—
NOT APPROVED
ADOPTED /— /) — 9X
Filed in Clerk's Office
JAN - % 1998
LOBEITAJ. DUDA
CRY CLERY� SO. BEND, DL
THAT PART OF THE SOUTHEAST QUARTER OF SECTION 16 AND THE
NORTHEAST QUARTER OF SECTION 21, BOTH IN TOWNSHIP 38 NORTH, RANGE
2 EAST, GERMAN TOWNSHIP, ST. JOSEPH COUNTY, INDIANA WHICH IS
DESCRIBED AS:
BEGINNING AT A POINT ON THE EAST LINE OF SAID SECTION 16 WHICH IS
N.00 - 23'-00" E., 40.00 FEET FROM THE SOUTHEAST CORNER OF SAID
SECTION 16; THENCE S. 90 - 001 -00" W. ALONG THE NORTH RIGHT -OF -WAY
LINE OF BRICK ROAD AND ITS EASTERLY EXTENSION, 665.78 FEET;
THENCE S. 00 - 13'-40" W. ALONG THE EXISTING SOUTH BEND CORPORATE
LIMIT LINE AND ITS NORTHERLY EXTENSION, 1103.47 FEET; THENCE S.
89 - 531 -10" E. ALONG SAID CORPORATE LIMIT LINE, 662.88 FEET TO
THE EAST LINE OF SAID SECTION 21; THENCE N. 00 - 231 -00" E. ALONG
SAID EAST LINE, 1104.81 FEET TO THE POINT OF BEGINNING.
Exhibit "A"
Legal Description
Meadow Wood II Annexation
Filed in Cleric's Office
JAN - ? 1999
LOHErrAJ. DUDA
CRYCLEBK, S0. BEND, IN.
CITY OF SOUTH BEND
Meadow Wood II
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 Plannin & Neighborhood Development
Pam Meyer, Director -C &ED
Larry Magliozzi, Assistant Director
December 1997
Filed in Clerk's Office
JAN - 7 1998
LORETfAJ. DUDA
CRY CLERK, BC• BEND. IN.
Meadow Wood II 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
anxfrsc.mw2
2
Meadow Wood H 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 be an
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.
Meadow Wood H Annexation Area
SECTION II. GENERAL DATA
A. Location
The Annexation Area is located at the southwest corner of Portage and Brick Roads. See Map 1.
B. Legal Description
The Annexation Area is part of the Southeast Quarter of Section 16, and the Northeast Quarter of
Section 21, Township 38 North, Range 2 East, German Township, St. Joseph County, Indiana.
For a complete legal description see Table 1.
C. Contiguity
The Annexation Area is at least 1/4 (25 %) contiguous to the current City limits:
Contiguous Non - Contiguous Total (approx.)
1,746.35 feet 1,810.59 feet 3,556.94 feet
49% 51% 100.00%
D. Size and Topography
The Annexation Area is approximately 16.8 acres. The area is relatively flat.
E. Buildings and Land Use
The site is an open field. There are no structures on the site. The intended use of the site is for the
development of a single family residential subdivision.
F. Zoning & Subdivisions
The site is currently zoned "R" Residential in unincorporated St. Joseph County. The site has yet
to be subdivided. The intended use will not require that the property be rezoned, since the
Annexation Area will be zoned for single family uses upon the effective date. The propoerty will
be required to be subdivided prior to development.
G. Population
There is no population within the Annexation Area.
Meadow Wood 11 Annexation Area
H. Tax Rate
The tax rates used are those of 1996 payable in 1997.
The Township Rate will decrease by $.5426 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 $7.024 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 $6.4814 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 1996 payable 1997, St. Joseph County Auditor property tax records:
Net Assessment: $1,930.00
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
Sanitary sewer and City water are available from Field Pointe Subdivision. There are 6 -inch and
8 -inch water lines existing in Stone Briar Drive and Sandwood Drive. Stone Briar and Sandwood
Drives have existing 8 -inch sanitary sewers.
The City will provide new street lighting on annexed Brick Road within one year of the effective
annexation date. Other public improvements will be made at the expense of the developer.
The Department of Public Works will be able to maintain any additional public improvements
without additional capital expense.
Meadow Wood 1/Annexation Area
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 1/2 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 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.
D. Code Enforcement
The Department of Code Enforcement can provide services to the Annexation Area with a
response time that is similar to the rest of the City, and 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.
Meadow Wood H 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 1996 payable 1997 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.)
1996 -1999
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 (est.)
tax year 96/97 (unincorporated)
$1,930
est.; 10 units
tax year 97/98
$9,850
est.; 20 units
tax year 98/99
$19,700
est.; 40 units
tax year 99/2000
$39,400
TOTAL
$0.00
$70,880.00
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 1996 payable 1997 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.
Meadow Wood II Annexation Area 8
TABLE 1
LEGAL DESCRIPTION
THAT PART OF THE SOUTHEAST QUARTER OF SECTION 16 AND THE NORTHEAST
QUARTER OF SECTION 21, BOTH IN TOWNSHIP 38 NORTH, RANGE 2 EAST, GERMAN
TOWNSHIP, ST. JOSEPH COUNTY, INDIANA WHICH IS DESCRIBED AS:
BEGINNING AT A POINT ON THE EAST LINE OF SAID SECTION 16 WHICH IS N.00 -23'-
00" E., 40.00 FEET FROM THE SOUTHEAST CORNER OF SAID SECTION 16; THENCE S.
90 - 00' -00" W. ALONG THE NORTH RIGHT -OF -WAY LINE OF BRICK ROAD AND ITS
EASTERLY EXTENSION, 665.78 FEET; THENCE S. 00 - 13' -40" W. ALONG THE EXISTING
SOUTH BEND CORPORATE LIMIT LINE AND ITS NORTHERLY EXTENSION, 1103.47
FEET; THENCE S. 89 - 53' -10" E. ALONG SAID CORPORATE LIMIT LINE, 662.88 FEET TO
THE EAST LINE OF SAID SECTION 21; THENCE N. 00 - 23' -00" E. ALONG SAID EAST
LINE, 1104.81 FEET TO THE POINT OF BEGINNING
Meadow Wood H Annexation Area
TABLE 2
TAXRATE II U M MON - Gu Tm slip
1996Pyade 4997
GERMAN
OACF
SOUFHBEND
TAXRATE
° /CF
FLM
TOWi&P
TOTALRA[E `. -....
CEZNlAN
E FFEMOAL
TOF'ALRATE
Total State Rrd
0.01
QI%
Q01
QI%
TohalChriyRrd
3.2256
3(180 /6
3.2256
19.01/0
TaushpFud
0.0199
(10199
Pbo<ROWF"
(1026
0.@6
1veHptugTvd
(13178
-0.3178
Rm Dkt Fud
0.1248
-0.1248
O dative Fite
a
-at
Total Tmmhp PAc
(Ism
SfP /o
0.00
(131/.
X5426
Taysli ,&e�aae
Total Sclnd Rate
5.8594
55.9'/0
5.8594
34.60/.
TotallilrmyFate
0.7106
6& /6
0.7106
42%
Totaldty/TbmRate
66'Q
66702
39.3%
Totalltedevekpnert
Q0743
(10743
0.4%
DW ict Rate
Total Aitpst Pate
0.0831
0.80/.
00831
0.9'/0
SarhBadTrunyo
027%
0.27%
1.60A
7.024
4tyrate r�
TOTALTAXRAIFS
10.4712
MON.
169586
64814
IOQ00' /o
Map 1
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2s
2 1
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3. o.
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BELL I,AY
(0
(/),A
Meadow Wood 11
-- ---- ----- ---------- I -- -------
Annexation Area
Key:
Annexation Area
City Limits
Z&I
CityofSa&B=d
Prepared by the Division of
Planning & Neighborhood
Development
@.d,w.d2.dwg
1200 COUNTY -CITY BUILDING
SOUTH BEND, INDIANA 46601 -1830
January 7, 1998
CITY OF SOUTH BEND STEPHEN J. LUECKE, MAYOR
COMMUNITY S& ECONOMIC DEVELOPMENT
JON R. HUNT
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
ANN E. KOLATA
DEPUTY EXECUTIVE fiie°d In Clerk's Office
�a�l - 7 teas
LCRETrAJ. DUDA
CITY CLERK, 80. BEND, IN.
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 - MEADOW WOOD II 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 the Special Business agenda
item 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.
Sincerel ,
Larry Magli zzi, A an t�lt
or
Division
of lanning and Neighborhood Development
cc: Loretta Duda
f.Isharedllmaglioz/wpdatalannex /active //form09. mw2
REDEVELOPMENT BUSINESS ASSISTANCE
FINANCIAL SL PROGRAM
BUREAU OF HOUSING
PLANNING % NEIGHBORHOOD
ANN E. KoLATA ST 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