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HomeMy WebLinkAboutFiscal Plan for Hickey Annexation Area in Centre TownshipA RESOLUTION NO. 2009 -93 Passed by the Common Council of the City of South Bend, Indiana, January 25, 19 93 Attest:— u_ City Clerk Attest: Presented by me to the Mayor of the City of South Bend, January 26, 93 9 of Common Council. Approved and signed by me _ 19 / ✓. Clerk G 4-9-� Mayor RESOLUTION NO. 009 -3P,? 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 CENTRE 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 Centre Township, St. Joseph County, Indiana; and WHEREAS, the territory proposed to be annexed is generally located on the east side of the southern end of Sampson Drive extended, south of Galway Drive, and is needed and can be used by the City of South Bend for its development in the reasonably near future, the development of which land as proposed will require a level of municipal public services basic to the establishment and maintenance of such development, which services shall include services of a non - capital nature, including street and road maintenance, and services of a capital improvement nature, including street construction, street lighting, sewer 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 facilities, sewer facilities, and storm water drainage facilities to be furnished to the territory to be annexed; (2) the methods) 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, as it relates to the territory to be annexed, 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 of the area proposed to be annexed that the real property located in Centre Township, St. Joseph County, Indiana, described in Table 2 of the Fiscal Plan, 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 of the City of South Bend shall and does hereby now establish and adopt the fiscal plan, attached hereto and made a part hereof, for the furnishing of said services to the territory to be annexed. Section IV. This Resolution should be in full force and effect upon its adoption by the Common Council and approved by the Mayor. PRESENTED NOT APPROVED ADOPTE6 Adopted this o?s day of 1993. A 4 ��- Memb r, CcWnon Council rHed in Clerk's Office jAN 0 Resolution No. CITY OF SOUTH BEND FISCAL PLAN Joseph Kernan - Mayor South Bend Common Council Steve Luecke Cleo Washington Rolland Kelly Ann Puzzello Linas Slavinskas Thomas Zakrzewski Sean Coleman Loretta Duda Eugene Ladewski Planning Staff Jon Hunt - Director, Dept. of Economic Development Division of Planning & Neighborhood Development: Pam Meyer - Director Larry Magliozzi, Assistant Director December 1992 TABLE OF CONTENTS Paae SECTION I. INTRODUCTION . . . . . . . . . . . . 1 A. General B. Effective Date C. Previous Annexations D. Ownership SECTION II. REQUIREMENTS OF STATE ANNEXATION LAW 2 A. Applicability B. Need for Annexation of New Area SECTION III. GENERAL DATA . . . . . . . . . . . . 3 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 2. Assessments J. Councilmanic District K. Comparable Area L. Hiring Plan SECTION IV. MUNICIPAL SERVICES . . . . . . . . . 6 A. Public Works B. Police Department C. Fire Department D. Code Enforcement E. Administrative Services SECTION V. FISCAL IMPACT . . . . .. . . . . . . 7 SECTION VI. RECOMMENDATION . . . . . . . . . . . 8 APPENDIX Maps and Tables SECTION I. INTRODUCTION A. General This Fiscal Plan represents the City of South Bend's (hereinafter, "City ") policy for the annexation of property in Centre Township, St. Joseph County (hereinafter, "Annexation Area "), and was developed through the cooperative efforts of the Area Plan Commission of St. Joseph County and the following City Departments: Legal Depa Department South Bend South Bend Department Department Department rtment Of Public Works Fire Department Police Department of Code Enforcement of Economic Development of Administration and Finance B. Effective Date The anticipated date for the annexation to be effective is April 16, 1993, after proper publication, notice and recordation as required by state law. An Annexation Schedule, titled as such and designated as Table 1, can be found in the Appendix. C. Previous Annexations In 1961, Ordinance 4401 -61 annexed approximately 37 acres of territory on the west boundary of the Annexation Area; Ordinance 5009 -68 (1968) annexed approximately 74 acres on the north boundary of the Annexation Area; Ordinance 7979 -89 (1989) annexed approximately 1 acre on the east boundary of the Annexation Area, and; Ordinance 7993 -89 (1989) annexed approximately 4 acres on the south boundary of the Annexation Area. These four annexation ordinances effectively caused the Annexation Area to be an unincorporated island within the City limits. D. Ownership Tax records maintained by the St. Joseph County Auditor's office indicate the owner of the property within the Annexation Area as Jack Hickey Associates, Inc.. Property address is listed as 5737 S. Ironwood, South Bend, In., 46614. SECTION II. REQUIREMENTS OF STATE ANNEXATION LAW A. ADDlicability This fiscal plan meets the requirements of state law by adhering to the appropriate sections of the Indiana Code relative to contiguity (36- 4- 3- 13(c)(1)); the need for the territory to be annexed (36- 4- 3- 13(c)(2)); development of a written fiscal plan (36- 4- 3- 13(d)); and all other applicable provision relative to notice, publication and recordation. More specific and detailed information, meeting the provisions of the applicable sections of state law, can be found in the appropriate sections of this fiscal plan. B. Need For Annexation of New Area As noted in Section I.C. of this fiscal plan, the Annexation Area is surrounded by the City. Development of properties surrounding the Annexation Area 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. The City must be able to plan.for development of land within its jurisdiction. Since the Annexation Area is wholly surrounded by the City, and yet is subject to different development standards, zoning and other ordinances than that property surrrounding it, planning for the development of the City in the vicinity of the Annexation Area is inherently more difficult and potentially frustrated. The Annexation Area is therefore needed and can be used by the City for its development. The property is within 100 feet of a water line and 300 feet of a sanitary sewer line. Both the sewer and water line have the capacity to provide service to the Annexation Area. It is noted that the Annexation Area does not appear to have direct access to a public right -of -way. The southern end of Sampson Drive is approximately 50 feet to the north of the north boundary of the Annexation Area. Any public access extended to the Annexation Area would be in the form of a dedicated City public right -of -way. Any extension of Sampson Drive would directly benefit the Annexation Area. The area immediately surrounding the Annexation Area is currently being patrolled by the City Police Department through Beat 15. South Bend police officers are most likely to be in a more advantageous position to respond to calls in a more timely manner within the Annexation Area than their counterparts in St. Joseph County. N E. Population and Densit The Annexation Area is part of Census Track 32, Block 224B. Based on published Census data, no housing units or population was recorded for Block 224B. Centre Township property records confirm that there are no improvements on the property by reflecting an improvement evaluation figure of $0.00. Based on the above data, a site inspection and aerial photographs, there are no people residing within the Annexation Area. Population density is therefore zero. F. Buildings and Land Use There are no dwelling units within the Annexation Area. The property within the Annexation Area is wooded and undeveloped. G. Zoning The site is zoned "R" Residential in unincorporated St. Joseph County. Upon annexation, it will be zoned "A" Residential per the requirements of Chapter 21 of the Municipal Code of the City of South Bend. Upon the effective date of the annexation, it is anticipated that the property will remain "A" Residential until such time that present or future owners exercise their right to petition the City for rezoning through the City's standard procedures. H. Tax Rate Since the City of South Bend will be providing fire service upon incorporation of the Annexation Area, the Township Rate will decrease by $.6967 per $100.00 of assessed valuation with the deletion of the Fire Fighting Fund, and the Cumulative Fire Fund. The tax rate for the Annexation Area will increase by $5.5989 per $100.00 of assessed valuation 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 $4.9022 per $100.00 of assessed valuation. The tax rates used are those of 1991 payable in 1992. Table 3 in the Appendix shows the representative tax rate information as published by the St. Joseph County Auditor. 4 I. Assessments Net assessments noted are from the 1991 payable 1992 property tax records. Real Property $560.00 Personal Property 0.00 TOTAL $560.00 Property tax records indicate that the property tax bill for the Annexation Area payable in 1992 is $44.56. Assuming that factors remain constant, the property tax bill for the Annexation Area upon incorporation would be approximately $66.00, an increase of about $22.00 or 48.7 %. J. Councilmanic District The Annexation Area will be assigned to Councilmanic District 5. 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. The comparable area for this Fiscal Plan is located on the south side of Ewing Avenue extended, immediately west of Meade Street. The area is moderately sloping, undeveloped, and wooded: As with the Annexation Area, the comparable area has no population and therefore has a population density of zero. Annexation Area Comparable Area topography - moderately sloping moderately sloping land use - undeveloped undeveloped density - zero zero Service delivery by the respective City agencies and departments is expected to be fully provided to the Annexation Area at the same level of service as is currently being provided to the comparable 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. 0 SECTION IV. MUNICIPAL SERVICES A. Public Works An existing 811 sanitary sewer at the intersection of Sampson Drive and Galway Drive is within 300' of the Annexation Area. The sewer is capable of handling any future development within the Annexation Area. An existing 8" water main in Sampson Drive terminates approximately 100 feet north of the Annexation Area. 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. All public works services are capable of being provided to this site. B. Police Department The Annexation Area is contiguous to Beat 15 and upon annexation will be added to that patrol Beat. Routine patrol, law enforcement, traffic enforcement and emergency responses will be provided by the Beat car assigned to the area. The development of other tracts in the area has already increased the demands on the Police Department for traffic control and crime preventive patrols. The many business and high density residential areas in Beat 15 make for a high demand for police service which presently keeps the Beat officer busy. The Annexation Area will require little additional service in addition to the existing police units, therefore it will not be necessary to increase patrols immediately to reduce potential problems in the Annexation Area. No additional capital expenditures are will be required to successfully patrol the Annexation Area. C. Fire Department The South Bend Fire Department does not foresee any unusual fire protection problems related to the Annexation Area. The Annexation Area is located approximately 2 miles from Station #8 located at 2402 Twyckenham Drive. Additional fire units would respond including Engine #10 located approximately 2.5 miles away at 308 W. Ireland Road. Fire officials note that response times will be comparable to other areas of the City. 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 without any additional expenses over the present budget. E. Administrative Services The incorporation of the Annexation Area will not effect the provision to the Annexation Area of other services currently provided 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 currently available to it now. Other City agencies such as the Park Department, the Department of Economic Development, the Department of Administration and Finance and the Legal Department, will also be in a position to provide appropriate service to the Annexation Area at the same level as is currently being provided to other areas of the City. SECTION V. FISCAL IMPACT Based upon the service reports provided by City agencies, the fiscal impact upon the City will be minimal, and services of a capital nature will not be necessary to be provided in the next three years. None of the City departments anticipate capital expenditures in the provision of services to the Annexation Area. Administrative costs, or expenditures of a non - capital nature will be absorbed by the City budget. 7 SECTION VI. 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 property. The issues of contiguity, the need for the annexation of the contiguous territory, and a written fiscal plan are provided within the context of this document. The Fiscal Plan also shows that the Annexation Area is needed and can be used by the municipality in the promotion of the delivery of efficient governmental services, and that the City is physically and financially able to provide municipal services to the territory sought to be annexed. It is recommended that this Fiscal Plan be adopted and that the Petition for Annexation into the City of South Bend be approved and that the Annexation Area be accepted into the City after passage of the annexation ordinance, approval by the Mayor, and proper publication and notice. E? Map 1 xx 51 _ IMALVC RN WAY Z - I 6 - -DRI _I WAY- GEQALEI� GARLAND PIEDMONT WAY? o CI R. TRENT -WAY ` I I IIII.L�I.� OUVi� '1�.711O0R L---_ LN Q. AN O- -_ - -7I 1tO (J` P J 1Y C I C� 1' '4A c: p ^7p - MLE BIT OOKMED,F Y WOODMONT �/ 0;I`© N )� 0 ; w PORTAGE rWR, 0INWOOD - -- Ic ED p'----- _� GE gfRE 1= a 3 T n�l n J a s DR �PKE RF 5 u J D R y 0'--- n -_DR. (OR J kNE� m jIARGYLE UR O� I ij ?\ C ; $V IIIF RL AND LN 20 I ( 2 Y ti iHOR�111LL.�IoR � a F 31 II _ J r- 1 --------- 1 ~ y N 1LLAMAR $T. IWA� $f N 1 N I Vicinity Map I ■ — Annexation Area >9 Map 2 0 CITY OF SOUTH BEND AREA PROPOSED TO BE ANNEXED Prvparna By ST. JOSEPH COUNTY AREA PLAN COMMISSION OCTOBER 1992 0 r L � i 1V 0 100 200 300 400 800 i .r Graphic Sao]* 12/92 1992 -1993 Hickey Annexation Schedule December 9 Hickey - Filed 14 Hickey - 1st Reading 15 Hickey - Board of Water Commissioners 21 Hickey - Board of Public Works January 20 Hickey - Board of Public Safety 25 Hickey - Council Hearing /Ordinance Hickey - Council Hearing/Fiscal Plan February 13 Hickey - Remonstrance Period Begins April 14 Hickey - Remonstrance Period Ends 16 Hickey - Azmxation Effective TABLE 1 —June 1993 S M T W T F S December 1992 - 2 M T W T F S 9 10 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 27 28 — January 1993 S M T W T F S - S M T W 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 28 29 30 — February 1993 S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 March 1993 S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 April 1993 S M T W T F S 1 2 3 4 5 6 7 8 910 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 May 1993 S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 12/92 1992 -1993 Hickey Annexation Schedule December 9 Hickey - Filed 14 Hickey - 1st Reading 15 Hickey - Board of Water Commissioners 21 Hickey - Board of Public Works January 20 Hickey - Board of Public Safety 25 Hickey - Council Hearing /Ordinance Hickey - Council Hearing/Fiscal Plan February 13 Hickey - Remonstrance Period Begins April 14 Hickey - Remonstrance Period Ends 16 Hickey - Azmxation Effective TABLE 1 —June 1993 S M T W T F S — August 1993 - S M T W T F S 1 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 6 17 18 — August 1993 - S M T W T F S 1 2 July 1993 5 6 S M T W T F S 14 15 16 17 1 2 3 4 5 6 7 8 910 27 11 12 13 14 15 1 6 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 — August 1993 - S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22. 23 24 25 26 27 28 29 30 31 29 30 18 19 — September 1993 - S M T W T F S — October 1993 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 18 19 — October 1993 - S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 — November 1993 - S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Table 2 Legal Description Key Number 01- 1019 -0419 A parcel of land located in the East half of the Northeast quarter of Segtion 30, Township 37 North, Range 3 East, Centre Township, St. Joseph County, Indiana. More particularly described as follows: Commencing at the Southeast corner of the Northeast quarter of section 30 thence West 1330 feet, thence North 657.25 feet to the point of begining; thence North 183.59 feet, thence East 265.1 feet, thence South 183.59 feet, thence West 265.1 feet, to the point of beginning, containing 1.117 acres, more or less. Table 3 TAX RATE INFORMATION 1991 payable 1992 CENTRE SOUTH BEND TAX FUND TOWNSHIP CENTRE DIFFERRE Total State Rate 0.0100 0.0100 Total County Rate 2.5293 2.5293 Township Fund 0.0086 0.0086 Poor Relief Fund 0.0034 0.0034 Fire Fighting Fund 0.2756 = 0.2756 Cumulative Fire 0.1000 - 0.1000 Total Township Rate 0.7087 0.0120 - 0.6967 Total School Rate 5.2089 5.2089 Total Library Rate 0.6234 0.6234 Total City /Town Rate 5.2106 + 5.2106 Total Redevelopment District Rate 0.1586 + 0.1586 Total Airport Rate 0.1077 0.1077 South Bend Transpo 0.2297 + 0.2297 TOTAL TAX RATES 9.1880 14.0902 + 4.9022