HomeMy WebLinkAboutFiscal Plan for Lilac Trails Annexation Area in German TownshipAttest
RESOLUTION
NO. 2273 -95
Passed by the Common Council of the City of South Bend, Indiana,
Attest
14
9 95
Presented by me to the Mayor of the City of South Bend, Indiana
August 15, 95
19
Approved and signed by me
Clerk
of Common Council.
City Clerk
19
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
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 German
Township, St. Joseph County, Indiana; and
WHEREAS, the territory proposed to be annexed encompasses
approximately 9.93 acres of vacant, undeveloped land, located in
German Township, contiguous therewith and generally located on the
west side of Lilac Road, approximately 700 feet north of Darden Road.
The development of the territory proposed to be annexed will require a
level of basic 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, 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 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 German 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 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 territtory to be annexed.
1995.
Adopted this L day of 0 / UST ,
PRESENTED
NOT APPROVED
ADOPTED ?- ICI -95
Q6mp6n Council
Fig ®d in Clerk's office
IRENEGAMMON
CITYCLERK, SO, BEND, IN
EXHIBIT A
A PARCEL OF LAND BEING A PART OF THE NORTHEAST QUARTER OF SECTION
22, TOWNSHIP 38 NORTH, RANGE 2 EAST, GERMAN TOWNSHIP, ST. JOSEPH
COUNTY, INDIANA AND BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:
COMMENCING AT THE SOUTHEAST CORNER OF SAID NORTHEAST QUARTER;
THENCE NORTH 89- 56'03" WEST ALONG THE SOUTH LINE OF SAID NORTHEAST
QUARTER, A DISTANCE OF 345.00 FEET TO THE CENTERLINE OF LILAC ROAD;
THENCE NORTH 0- 47'03" WEST ALONG SAID CENTERLINE, A DISTANCE OF 699.97
FEET TO THE PLACE OF BEGINNING; THENCE NORTH 89- 43'54" WEST, A
DISTANCE OF 272.48 FEET; THENCE SOUTH 01- 06'53" EAST, A DISTANCE OF
160.00 FEET TO THE NORTH LINE OF CROSS CREEK, SECTION ONE AS SHOWN IN
THE OFFICE OF THE RECORDER OF ST. JOSEPH COUNTY, INDIANA; THENCE NORTH
89- 44'30" WEST ALONG SAID NORTH LINE, A DISTANCE OF 686.71 FEET;
THENCE NORTH 0- 08'04" WEST, A DISTANCE OF 560.46 FEET; THENCE SOUTH
89- 57'36" EAST, A DISTANCE OF 691.82 FEET; THENCE SOUTH 01- 35'29"
EAST, A DISTANCE OF 233.74 FEET; THENCE SOUTH 89- 29125" EAST, A
DISTANCE OF 254.08 FEET TO THE CENTERLINE OF SAID LILAC ROAD; THENCE
SOUTH 01- 41154" EAST ALONG SAID CENTERLINE, A DISTANCE OF 168.54 FEET
TO THE PLACE OF BEGINNING.
CITY OF SOUTH BEND
FISCAL PLAN
Lilac Trails
Annexation Area
GERMAN TOWNSHIP
Joseph Kernan - Mayor
South Bend City Council
Steve Luecke
Cleo Washington
Rolland Kelly
Ann Puzzello
Linas Slavinskas
Thomas Zakrzewski
Sean Coleman
Loretta Duda
Eugene Ladewski
Planning Staff
Department. of Community 6& Economic Development
Jon Hunt - Director
Division of Planning and Neighborhood Development
Pam Meyer - Director
Larry Magliozzi, Assistant Director
July, 1995
TABLE OF CONTENTS
SECTION I. INTRODUCTION .......................
A.
General
B.
Effective Date
C.
Previous Annexations
D.
Ownership
SECTION II. GENERAL DATA ........................
A.
Location and Access
B.
Legal Description
C.
Contiguity
D.
Size and Topography
E.
Population and Density
F.
Buildings and Land Use
G.
Zoning
H.
Tax Rate
I.
Assessments
J.
Councilmanic District
K.
Comparable Area
L.
Hiring Plan
SECTION III. MUNICIPAL SERVICES .................
A.
Public Works
B.
Police Department
C.
Fire Department
D.
Code Enforcement
E.
Environmental Services
F.
Administrative Services
SECTION IV. FISCAL IMPACT ......................
SECTION V. RECOMMENDATION ..................
3
L!
9
10
10
APPENDIX Maps and Tables lilac.fis
Lilac Acres Fiscal Plan
SECTION I. INTRODUCTION
A. General
This Fiscal Plan represents the City of South Bend's (hereinafter, "City ") policy for the
voluntary 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
The petition for voluntary annexation into the City was filed with the City Clerk's
office on June 30, 1995 and received first reading by the Common Council on July
10, 1995.
B. Effective Date
The anticipated date for the annexation to be effective is October 30, 1995, after
proper publication, notice and recordation as required by state law. An Annexation
Schedule, designated as Table 1, can be found in the Appendix.
C. Previous Annexations
A previous annexation borders the Annexation Area on the west and South:
• Ordinance 1571 -1970.
This area has developed into the Cross Creek Subdivision.
D. Ownership
Tax records maintained by the St. Joseph County Auditor's office indicate the owner
of the property as:
1. Huffaker, Dennis L. of 202 Brookshore Drive, Joliet, IL 60435.
3
Lilac Acres Fiscal Plan
SECTION II. GENERAL DATA
A. Location and Access
The Annexation Area is located on the west side of Lilac Road, approximately 700
feet north of Darden Road in unincorporated St. Joseph County. It is bordered on
the south and west by the Cross Creek residential subdivision. A Vicinity Map, Map
1, and an Annexation Area Map, Map 2, can be found in the Appendix.
B. Legal Description
The Annexation Area is part of the Northeast Quarter of Section 22, Township 38
North, Range 2 East, German Township. A complete legal description for the
Annexation Area can be found in the Appendix, on Table 2.
C. Contiguity
The Annexation Area is at least one - eighth 1/8 (12.5 %) contiguous to the South Bend
City limits:
Contiguous Non - Contiguous Total
1247.17' 1780.66' 3027.83
41.2% 58.8% 100%
D. Size and Topography
The size of the Annexation Area is 9.93 acres. The area is relatively flat.
E. Population and Density
The annexation Area is vacant, with no structures present on the site. There is
therefore no population, resulting in a population density of zero (0).
F. Buildings and Land Use
There are no structures located on the site. The Annexation Area is vacant, with no
visible activity.
G. Zoning
The site is presently zoned "R " Residential, in unincorporated St. Joseph County.
V.
Lilac Acres Fiscal Plan
Upon annexation it will be zoned "A" Residential per the requirements of Chapter 21
of the Municipal Code of the City of South Bend.
H. Tax Rate
Tax rate information is based upon published tax rates for tax year 1994 payable in
1995. Tax rates may, and generally do, change every year. Depending upon the
effective date of the annexation, the rates used in this Fiscal Plan may no longer be
applicable.
The City of South Bend will be providing fire service upon incorporation of the
Annexation Area. The Total Township Rate will decrease by $0.2955 per $100.00 of
assessed valuation with the deletion of the Fire Fighting Fund assessment.
The tax rate for the Annexation Area will increase by $6.3542 per $100.00 of
assessed valuation with the addition of the City and Town Rate, the Redevelopment
District Rate and the South Bend Transpo Rates.
The net increase in property taxes are estimated to be $6.0587 per $100.00 of
assessed valuation. Table 3 in the Appendix shows the current, representative tax rate
information as published by the St. Joseph County Auditor.
Property tax records indicate that the total tax bill, payable in 1995, is $390.25.
Assuming the property remains vacant, annexation of the property would result in a
new net tax of $634.43, based on current tax rates and calculations.
L Assessments
The following net assessments in the Annexation Area are from the 1994 payable
1995 property tax records:
Land $4,990.00
Improvements $ 0.00
J. Councilmanic District
The Annexation Area will be represented by Councilmanic District 1.
K. Comparable Area
One of the requirements of the Fiscal Plan is to show that the Annexation Area will
receive services in a manner equivalent in standard and scope to services provided to
areas within the City that have similar topography, patterns of land use, and
population density.
7
Lilac Acres Fiscal Plan
The Comparable Area for this Fiscal Plan is approximately 5,600 feet west of the
Annexation Area, on the south side of Brick Road. The area is relatively flat.. The
area is vacant and contains no structures. Population density is zero .
Topography:
Land Use:
Density:
Annexation Area
relatively flat
vacant, open field
zero (0)
Comparable Area
relatively flat
vacant, open field
zero (0)
Service delivery by the respective City agencies and departments, as set forth below,
will be fully provided to the Annexation Area at the same level of service as is
currently being provided to the Comparable Area.
Police Protection, Fire Protection, Code Enforcement, and Administrative Services are
being provided to the Comparable Area to the same extent that they will be provided
to the Annexation Area.
Public works services, such as, sanitary sewer and water service and sanitation services
are also being provided to the Comparable Area to the same extent that they are
currently provided to the Annexation Area.
L. HIRING PLAN
It is anticipated that this annexation will not result in the elimination of jobs for
employees of other governmental units, although the City is not required to hire any
employees whose jobs have been eliminated by an annexation.
Lilac Acres Fiscal Plan
SECTION III. MUNICIPAL SERVICES
A. Public Works
Sanitary sewer and water is available at the south property line of the Annexation
Area within the Toll Road Industrial Park subdivision.
The Department of Public Works does not anticipate any additional costs to provide
services to the Annexation Area. capital costs for street, curb, sidewalks, lighting
installation, sewer and water lines and any other public works improvements will be
borne by the developer of the property.
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 incorporated into Beat 20. Beat 20, a fully staffed
patrol beat, will provide service for the Annexation Area.
Police officials do not anticipate any unusual problems to be encountered in patrolling
the Annexation Area. Police patrols, traffic enforcement, and emergency responses
will be a part of the services the City will provide to the Annexation Area.
Upon annexation, police resources will be directed to the Annexation Area in the
same manner as provided to all other areas of the City.
C. Fire Department
The Annexation Area is located approximately 1.5 miles from Station #11, located at
3505 North Bendix Drive. Additional responding units would be from Station #7
located approximately 3 miles away at 1616 Portage. The South Bend Fire
Department does not foresee any unusual fire protection problems related to this
annexation.
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 will provide all services to the Annexation
Area without any increase in manpower.
9
Lilac Acres Fiscal Plan -
E. Environmental Services
The Bureau of Solid Waste will provide residential solid waste and yard waste services
to the Annexation Area without an increase in manpower or equipment. Services will
be available upon annexation or as residences become occupied.
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 Humane Society of St. Joseph County, 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 as
is currently being provided.
SECTION IV. FISCAL IMPACT
The fiscal impact to the City upon annexation of the Annexation Area will be
minimal. The expansion of police and fire service into the Annexation Area will be
accomplished using existing forces and equipment. The extension of sanitary sewer
and water will be at the cost of the developer of the property, and will be governed by
the rules and regulations of the South Bend Water Works and Sewer Utility. Other
public improvements such as roads and sidewalks will also be provided by the
developer of the property under the direction of the Department of Public Works.
SECTION V. RECOMMENDATION
This Fiscal Plan shows that the Annexation Area meets the requirements of the laws
of the State of Indiana pertaining to annexation of contiguous territory.
This voluntary annexation will promote the delivery of efficient governmental
services, and this Fiscal Plan demonstrates that the City is physically and financially
able to provide municipal services to the territory sought to be annexed. This
voluntary annexation is also in conformance with the City's Annexation Policy and
Plan.
It is recommended that this Fiscal Plan be adopted and that the Petition for
Voluntary Annexation into the City of South Bend be approved. It is also
recommended that the Annexation Area be accepted into the City after passage of the
annexation ordinance, approval by the Mayor, and proper publication and notice.
IL:
Lilac Trails--., Annexaf.1 on Area
Proposed Annexation
Area MAP 1
Division of
Planning &
Neighborhood
Development
July 1995
Lilac Trails Annexation Area
Proposed annexation area
"`, >„ City of South Bend
T �.
Division of
Planning & '
Neighborhood
Development
LJul-�L- _ 1995-1
VOLUNTARY PETITION: ILilac Trails Annexation Area
Activity
Staff.Level
Ordinance filed with City Clerk's Office 6 -30
1st Reading before South Bend Common Council 7 10
Service Reports requested of all Departments 7 -12
Service Reports due back to Division of Planning 7 -21
Annexation /Fiscal Plan to be completed 7-26
Annexation /Fiscal Plan due to Legal Department 7 -26
Boa'ct LetxI
Resolution distributed to all Boards:
Fiscal Plans Due
Board meetings: Public Works 7 -26 7 -31
Public Safety 7 -27 8 -2
Water Works 7 -26 8 -1
ii0 It1LI% �el�ef
ME
Public Hearing before Common Council /Resolution 8 14
Public Hearing before Common Council /Ordinance 8 -14
Ordinance Publication Dates
F#emt�rstr a a e
Annexation Remonstrance Period Begins 9 1
Annexation Remonstrance Period Ends 10 -30
Estimated effective date of annexation 10 30
TABLE 1
Lilac Acres Fiscal Plan
LEGAL DESCRIPTION
A PARCEL OF LAND BEING A PART OF THE NORTHEAST QUARTER OF
SECTION 22, TOWNSHIP 38 NORTH, RANGE 2 EAST, GERMAN TOWNSHIP,
ST. JOSEPH COUNTY, INDIANA AND BEING MORE PARTICULARLY
DESCRIBED AS FOLLOWS:
COMMENCING AT THE SOUTHEAST CORNER OF SAID NORTHEAST
QUARTER; THENCE NORTH 89- 56'03" WEST ALONG THE SOUTH LINE OF
SAID NORTHEAST QUARTER, A DISTANCE OF 345.00 FEET TO THE
CENTERLINE OF LILAC ROAD; THENCE NORTH 0- 47'03" WEST ALONG
SAID CENTERLINE, A DISTANCE OF 699.97 FEET TO THE PLACE OF
BEGINNING; THENCE NORTH 89- 43'54" WEST, A DISTANCE OF 272.48
FEET; THENCE SOUTH 01- 06'53" EAST, A DISTANCE OF 160.00 FEET TO
THE NORTH LINE OF CROSS CREEK, SECTION ONE AS SHOWN IN THE
OFFICE OF THE RECORDER OF ST. JOSEPH COUNTY, INDIANA; THENCE
NORTH 89- 44'30" WEST ALONG SAID NORTH LINE, A DISTANCE OF 686.71
FEET; THENCE NORTH 0- 08'04" WEST, A DISTANCE OF 560.46 FEET;
THENCE SOUTH 89- 57'36" EAST, A DISTANCE OF 691.82 FEET;
THENCE SOUTH 01- 35'29" EAST, A DISTANCE OF 233.74 FEET;
THENCE SOUTH 89- 29'25" EAST, A DISTANCE OF 254.08 FEET TO THE
CENTERLINE OF SAID LILAC ROAD; THENCE SOUTH 01- 41'54" EAST
ALONG SAID CENTERLINE, A DISTANCE OF 168.54 FEET TO THE PLACE OF
BEGINNING.
TABLE 2
13
TABLE 3
TAX RATE INFORMATION - German Township
1994 Payable
1995
GERMAN
%OF
SOUTH BEND
TAX
%OF
FUND
TOWNSHIP
TOTAL RATE.
GERMAN DIFFERENTIAL
TOTAL RATE
Total State Rate
0.01
0.11% !j
0.01
0
0.07%
Total County Rate
2.7700
30.57% -
2.7700
0
18.32%
Township Fund
0.0133
0.0133
0
Poor Relief Fund
0.0177
0.0177
0
Fire Fighting Fund
0.2955
- 0.2955
Fire Debt Fund
0
Township Rec. Fund
4
0
Total Township Rate
0.3265
3.60%
0.031
0.21%
-0.2955
township rate decrease
Total School Rate
5.1500
56.83%
5.1500
0
34.06%
Total Library Rate
0.6674
7.36%
0.6674
0
4.41%
Total Cityfrown Rate
5.8983
5.8983
39.01%
Total Redevelopment
District Rate
0.1941
0.1941
1.28%
Total Airport Rate
0.1386
1.53%
0.1386
0
0.92%
South Bend Transpo
0.2618
0.2618
1.73%
6.3542
city rate increase
TOTAL TAX RATES
9.0625
100.00% 1
15.1212
6.0587
100.00%