HomeMy WebLinkAboutFiscal Plan for Youngs Annexation Area in Portage TownshipAttest
RESOLUTION
NO. 2438 -97
Passed by the Common Council of the City of South Bend. Indiana
February 10, 19 97
Attest: j /"`(6"—'7 Pres
Presented by me to the Mayor of the City of South Bend.
February 11, 1097
Clerk
of Common Council.
City Clerk
Approved and signed by me February 13 19-9-Z__.
Mayor
RESOLUTION NO. 38 R
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 PORTAGE TOWNSHIP
(YOUNG 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 hereinafter described real estate located
in Portage Township, St. Joseph County, Indiana; and
WHEREAS, the territory proposed to be annexed encompasses approximately 50.7 acres
comprised primarily of undeveloped land, located in Portage Township, St. Joseph County,
contiguous to the City of South Bend, approximately 76% of its aggregate external boundaries
coinciding with the boundaries of the City of South Bend, is generally located at the Northeast
corner of New Energy Drive and State Road 23, and is needed and can be used by the City of South
Bend for its development in the reasonably near future. The development of the territory proposed to
be annexed will require a basic level of municipal public services, which services shall include
services of a non - capital nature, including street and road maintenance, fire and police protection,
and services of a capital improvement nature, including street construction, street lighting, sewer
facilities, water facilities and storm 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 construction, street lighting, water facilites, sewer facilities, and
storm water drainage facilities 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 equivalent in standard
and scope to similar non - capital services provided to areas within the corporate boundaries of the
City of South Bend, that have characteristic of topography, patterns of land use, and population
density similar to that of the territory to be annexed; (5) that 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 those services are provided to areas within the corporate
boundaries of the City of South Bend that have characteristics of topography, patterns of land use
and population density similar to that of the territory to be annexed and in a manner consistent with
federal, state and local laws, procedures, and planning criteria; 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 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 BOARD OF PUBLIC WORKS 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 of the area proposed to
be annexed that the real property located in Portage Township, St. Joseph County, Indiana, described
at 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 to said territory services 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 which have characteristics of typography, patterns of land utilization and
population density similar to said territory; and to furnish to said territory services of a capital
improvement nature, such as street construction, street lighting, water facilities, sewer facilities,
and storm water facilities, 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 that have characteristics of topography, patterns of land use and population density
similar to that of the territory to be annexed and in a manner consistent with federal, state and
local laws, procedures, and planning criteria.
Section III. That the 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 after its passage by
the Common Council and approval of the Mayor.
Adopted this lad —day of� 1997.
Member, Common Council
PRESENTED — /O- % 7
NOT APPROVED. / G1 (P /' } J�_� j
ADOPTED -/O a 7 A5 A� EACD Z ADO _,<,6C00A1
Filed In Cleric's Office
H I 0 1997
LORETTAJ. DUDA
Orrr CLERK, 80. ®£ADD, IN.
population density similar to said territory; and to furnish to said territory services of a capital
improvement nature, such as street construction, street lighting, water facilities, sewer: facilities, and
storm water facilities, 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 that have characteristics of topography, patterns of land use and population density similar to
that of the territory to be annexed and in a manner consistent with federal,; state and local laws,
procedures, and planning criteria.
Section III. That the Common Coucil 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.:'
Adopted this ZJL._,day of 1997.
Member, Common Council
PRESENTED — /D., 17
NOT APPROVED
ADOPTED�2 —/0,9 /
Filed in Ci °rk "s fft Ce
FEB - 1997
oUDA
CRY CLERK, so. BEND, IN.
THAT PART OF THE NORTHWEST QUARTER OF SECTION 22, TOWNSHIP 37
NORTH. RANGE 2 EAST, PORTAGE TOWNSHIP, ST. JOSEPH COUNTY, INDIANA,
WHICH IS DESCRIBED AS: BEGINNING AT A POINT ON THE WEST LINE OF SAID
SECTION 210 FEET SOUTH OF THE NORTH LINE OF SAID SECTION; THENCE
WEST 1,317.65 FEET PARALLEL TO THE NORTH LINE OF SAID SECTION TO THE
WEST LINE OF KALEY STREET AND ALSO BEING THE CITY LIMITS OF THE CITY
OF SOUTH BEND; THENCE SOUTH ALONG SAID WEST LINE TO THE NORTH
RIGHT -OF -WAY LINE OF STATE ROAD #23; THENCE NORTHEASTERLY ALONG
SAID LINE TO THE CENTERLINE OF LOCUST ROAD (OLIVE STREET); THENCE
SOUTH ALONG SAID CENTERLINE TO THE SOUTH RIGHT -OF -WAY LINE OF
STATE ROAD #23; THENCE SOUTHWESTERLY ALONG SAID LINE TO A POINT
211.43 FEET FROM THE WEST LINE OF SAID SECTION; THENCE NORTH 5
DEGREES 40 MINUTES 27 SECONDS WEST 400 FEET; THENCE SOUTH 58 DEGREES
07 MINUTES 20 SECONDS WEST 177.48 FEET TO THE WEST LINE OF SAID
SECTION; THENCE NORTH ALONG SAID WEST LINE TO THE POINT OF
BEGINNING.
Filed in Clerk's Office
F£S - 1997
LORMA J. DUDA
CRY CLERK, $O. BEND, W.
CITY OF SOUTH BEND
Youngs
Annexation Area
FISCAL PLAN
Portage Township
Stephen J. Luecke - Mayor
South Bend City Council -
James Aranowski
Charlotte Pfieffer
Rolland Kelly
John Broden
David Varner
Andy Ujdak
Sean Coleman
John Hosinski
Rod Snaidecki
Planniniz Staff
Division of Planning & Neighborhood Development
Pam Meyer, Director -C &ED
Larry Magliozzi, Director - Planning
Marco Mariani, Planner III
January 1997
Filed In Clerk's Office
FEB - h 1507
LORMAJ. DUDA
CITY CLERK, 96. SEND, IN,
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 and Density
H.
Tax Rate
I.
Assessments
J.
Councilmanic District
K.
Comparable Area
L.
Hiring Plan
SECTION III. MUNICIPAL SERVICES .......................... _ 8
A.
Public Works
B.
Police Department
C.
Fire Department
D.
Code Enforcement
E.
Administrative Services
SECTION IV. FISCAL IMPACT .. ............................... 9
APPENDIX Maps and Tables
anxfiscyng
2
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 Portage 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
In 1981, the City of South Bend established the Rum Village Industrial Park Tax Incremental
Finance (TIF) district to encourage industrial development. The New Energy ethanol plant, the
Airco carbon dioxide plant and the expansion of two existing facilities were some of the
immediate successes of the TIF. The TIF area encompassed approximately 412 acres of industrial
zoned land on the far west side of the City. The_ attractiveness of this area consisted of flat, open
topography suitable for large industrial buildings, access to rail lines, and access to the St. Joseph
Valley Freeway (then known as the US 31 Bypass), which connected to Elkhart County, the State
of Michigan, and the Indiana Toll Road. In particular to the ethanol plant, the proximity to the
south- western agricultural areas of St. Joseph County provided an easy means for farmers to truck
in their crops.
In 1993, this TIF was merged with the 220 acre Studebaker Corridor Development Area TIF to
create the 2,400 acre Sample Ewing Development Area (SEDA). The joining of these two areas
reinforced the City's planning efforts to attract industry and to have the financial means to help
finance infrastructure development. Part of the original infrastructure development consisted of
the construction of New Energy Drive and the necessary sewer and water extensions to support the
ethanol plant.
The Annexation Area borders the SEDA on the north and east sides. New Energy Drive, located
on the western boundary of the Annexation Area, was one of the previously mentioned
improvements connected with the original TIF district. 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
Annexation Area
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.
SECTION II. GENERAL DATA
A. Location
The Annexation Area is generally located at the northeast corner of State Road #23 and New
Energy Drive. An Annexation Map, Map 1, can be found in the Appendix.
B. Legal Description
The Annexation Area is part of the Northwest Quarter of Section 22, Township 37 North, Range 2
East, Portage Township, St. Joseph County, Indiana. A complete legal description for the
Annexation Area can be found in the Appendix, Table 1.
C. Contiguity.
The Annexation Area is at least one - fourth 1/4 (25 %) contiguous to the current City of South Bend
limits:
Contiguous Non - Contiguous Total
7159.1 feet 2216.1 feet 9375.2 feet
76.4% 23.6% 100.00%
D. Size and Topography
The Annexation Area is approximately 50.7 acres. The area is relatively flat.
E. Buildings and Land Use
There is one structure on the site, a storage -type building. The remainder of the site is vacant.
Annexation Area
F. Zoning & Subdivisions
The site is currently zoned "A" Agriculture in unincorporated St. Joseph County. Upon
annexation, the Area Plan Commission will propose a zoning plan for the Annexation Area. The
South Bend Common Council will have final approval following established procedures for the
zoning of property.
The site is not subdivided.
G. Population and Density
There is no population, and zero population density in the Annexation Area.
H. Tax Rate
The tax rates used are those of 1995 payable in 1996.
The Township Rate will decrease by $1.0026 per $100.00 of assessed valuation with the deletion
of the Fire Fighting Fund, Fire Debt Fund and Cumulative Fire assessments,
The tax rate for the Annexation Area will increase by 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 $6.0313 per $100.00 of assessed valuation. Table 2,
located in the back of this Fiscal Plan, shows representative tax rate information as published by
the St. Joseph County Auditor.
I. Assessments
Net Assessment 1995 payable 1996, St. Joseph County Auditor property tax records:
Net Assessment: $110,500.00
I Councilmanic District
The Annexation Area will be in Councilmanic District 6.
Annexation Area
K. Comparable Area
8
The area located north of Calvert Street and west of Olive Road is comparable to the Annexation
Area in terms of its topography, patterns of land use, and population density.
Annexation Area
Topography: generally flat
Land Use: vacant, one structure
Zoning: "A" Agriculture
Density: zero (0) persons /acre
Comparable Area
generally flat
vacant, open field
"E" Heavy Industrial
zero (0) persons /acre
The City will provide services to the Annexation Area in a manner equivalent in standard and
scope to those provided within the comparable area.
L. Hiring Plan
It is anticipated that this annexation will not result in the elimination of jobs for employees of any
other governmental entities.
SECTION III. MUNICIPAL SERVICES
A. Public Works
Existing Sanitary Sewer Location
New Energy Drive 12 -inch located in the east right -of -way
Existing Water Mains
West Calvert Street 12 -inch main
New Energy Drive 12 -inch stub from Calvert Street
Existing Storm Sewers
New Energy Drive 21 -inch located in the east right -of -way
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.
Annexation Area
B. Police Department
The Annexation Area will be added to Beat 25. 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 mile from Station #5, located at
2121 Prairie Avenue. Additional Fire Department units would respond including Engine #1
located approximately 2.5 miles away at 701 West Sample Street.
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.
E. 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.
SECTION IV. FISCAL IMPACT
The cost of providing city sery ices to the Annexation Area can be absorbed by Department
budgets.
Annexation Area
TABLE 1
LEGAL DESCRIPTION
10
THAT PART OF THE NORTHWEST QUARTER OF SECTION 22, TOWNSHIP 37 NORTH.
RANGE 2 EAST, PORTAGE TOWNSHIP, ST. JOSEPH COUNTY, NDIANA, WHICH IS
DESCRIBED AS: BEGINNING AT A POINT ON THE WEST LINE OF SAID SECTION 210
FEET SOUTH OF THE NORTH LINE OF SAID SECTION; THENCE WEST 1,317.65 FEET
PARALLEL TO THE NORTH LINE OF SAID SECTION TO THE WEST LINE OF KALEY
STREET AND ALSO BEING THE CITY LIMITS OF THE CITY OF SOUTH BEND; THENCE
SOUTH ALONG SAID WEST LINE TO THE NORTH RIGHT -OF -WAY LINE OF STATE
ROAD 423; THENCE NORTHEASTERLY ALONG SAID LINE TO THE CENTERLINE OF
LOCUST ROAD (OLIVE STREET); THENCE SOUTH ALONG SAID CENTERLINE TO THE
SOUTH RIGHT -OF -WAY LINE OF STATE ROAD #23; THENCE SOUTHWESTERLY
ALONG SAID LINE TO A POINT 211.43 FEET FROM THE WEST LINE OF SAID SECTION;
THENCE NORTH 5 DEGREES 40 MINUTES 27 SECONDS WEST 400 FEET; THENCE
SOUTH 58 DEGREES 07 MINUTES 20 SECONDS WEST 177.48 FEET TO THE WEST LINE
OF SAID SECTION; THENCE NORTH ALONG SAID WEST LINE TO THE POINT OF
BEGINNING.
10
Annexation Area
TABLE 2
TAX RATE INFORMATION - Portage Township
1995 Payable 1996
11
FUND
PORTAGE
TOWNSHIP
% OF
TOTALRATE1
I SOUTH BEND
PORTAGE
TAX RATE
DIFFERENTIAL
% OF
TOTAL RATE
Total State Rate
0.01
0.09%
0.01
0
0.06%
Total County Rate
2.9274
27.56%
2.9274
0
17.58%
Township Fund
0.0252
0.0252
0
Poor Relief Fund
0.064
0.064
0
Fire Fighting Fund
0.807
-0.807
Fire Debt Fund
0.1
-0.1
-
Poor Relief Debt
0
0
0
Cumulative Fire
0.0956
- 0.0956
Total Township Rate
1.0918
10.28%
0.0892
0.54%
- 1.0026
,townshiprafe decrease
Total School Rate
5.8055
54.65%
5.8055
0
34.86%
Total Library Rate
0.7061
6.65%
0.7061
0
4.24%
Total City/Town Rate
6.5528
6.5528
39.35%
Total Redevelopment
0.2085
0.2085
1.25%
District Rate
Total Airport Rate
0.0813
0.77%
0.0813
0
0.49%
South Bend Transpo
0.2726
0.2618
1.64%
6.5929
62.07%
13.6268
81.83%
7,0231
City rate increase.
TOTAL TAX RATES
10.6221
100.00% , 16.6534
6.0313
100.00%
11
Map 1-
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City of SoWh Bend
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Youngs
Annexation
Key:
!!! %; Annexation Area
—� City Limits
Prepared by the Division of
_fZ^
Planning & Neighborhood
Development
City of South Bend
Joseph E. Kcrnan, Mawr
Community & Economic Development
Jon R. Hunt
Executive Director
February 4, 1997
Mr. Roland Kelly
President
South Bend Common Council
4th Floor, County -City Building
South Bend, IN 46601
Ann E. Kolata
Deputy Executive Director
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 PORTAGE
TOWNSHIP - YOUNGS ANNEXATION
Dear Mr. Kelly:
I am attaching for filling, the above - referenced resolution, which is a companion to the
Ordinance currently on file to annex certain territory in Portage 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.
cc: Loretta Duda
Sincerely,
Larry Ma it/
Assistant Director
Filed in Clerk's Office
[:FE:9:-r+ 197
LORUTA J. -U0
CRY CLERK, 80, READ, ail,
Division of Planning and Neighborhood Development
ftM* Riypfity Building • South Bend, Indiana 46601.219/235 -9371 • Fax (219) 235 -9021 • TDD (219) 235 -5567
Redevelopment Business Assistance
Bureau of Housing
Financial & Program Planning &
Ann E. Kolata & Development
Kathryn Baumgartner
Management Neighborhood Development
235 -9371 Donald E. Inks
521 Eclipse Place
Elizabeth Leonard Pamela C. Meyer
235 -9335
235 -9475
235 -9335 235 -9660
Fax: 235 -9469
_ Fax: 235 -9697