HomeMy WebLinkAboutFiscal Plan for Shoemaker Annexation Area Centre Township, U.S. 31 SouthRESOLUTION
3696-07
Passed by the Common Council of the City of South Bend, Indiana
February 12, 07
20
Attest:
City Clerk
President of Common Council
Presented by me to the Mayor of the City of South Bend, Indiana
February 13, 07
20
Approved and signed by me
City Clerk
February 13
20_1). .
RESOLUTION NO. 3 ~ ~ ~' ~
A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH
BEND, INDIANA, ADOPTING A WRITTEN FISCAL PLAN AND
ESTABLISHING A POLICY FOR THE PROVISION OF SERVICES TO AN
ANNEXATION AREA
IN CENTRE TOWNSHIP, U.S. 31 SOUTH
(SHOEMAKER ANNEXATION AREA)
WHEREAS, there has been submitted to the Common Council of the City of
South Bend, Indiana, an Ordinance and a petition by the sole (100%) property owner
which proposes the annexation of real .estate located in Centre Township, St. Joseph
County, Indiana, which is described more particularly in Section I of this Resolution,
and;
WHEREAS, the territory proposed to be annexed encompasses approximately
.821 acres of vacant land, which property is at least 12.5% contiguous to the current City
limits, i.e., approximately 46.3% contiguous, generally located at the southeast corner of
U.S. 31 and Detroit Street. It is anticipated that the annexation area will be developed for
a single-story office-retail building and a parking lot. This use will require a basic level of
municipal public services of anon-capital improvement nature, including police and fire
protection, street and road maintenance, street sweeping, flushing, snow removal, and
sewage collection, as well as services of a capital improvement nature, including street
and road construction, street lighting, a sanitary sewer system, a water distribution
system, and a storm water system and drainage plan; 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 anon-capital nature, including street and road maintenance,
sewage collection, street sweeping, flushing, and snow removal, police and fire
protection, and other non-capital services normally provided within the corporate
boundaries, and services of a capital improvement nature, including street and road
construction, street lighting, a sanitary sewer extension, a water distribution system, and
a storm water system 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 anon-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 the 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 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, and the Board of
Public Safety 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 to be appropriate and in the best interest of the City, and,
which it desires to adopt.
NOW, THEREFORE, BE IT RESOLVED BY THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND, INDIANA, AS FOLLOWS:
Section I. It is in the best interest of the City of South Bend and the area proposed to be
annexed that the following described real property located in Centre Township, St. Joseph
County, Indiana, be annexed to the City of South Bend:
Lots Numbered Five Hundred Ninety (590), Five Hundred Ninety-One (591) and Five
Hundred Ninety-two (592) as shown on the recorded plat of Gilmer Park Second
Subdivision in St. Joseph County, Indiana.
A parcel of land located in the Southwest'/ of Section 36, Township 37 North, Range 2
East, Centre Township, St. Joseph County, as shown on the recorded plat of Gilmer Park
Second Subdivision, and described as follows:
Beginning at the intersection of the recorded South lot line of Lot 547 of said Gilmer
Park Second, recorded in Plat Book 14, Page Gla in the St. Joseph County Recorders
Once and the recorded East line of US 31 South; thence South along said East line of
US 31 South and the existing City Limits to the Southwest corner of recorded lot 592 of
said Gilmer Park Second; thence East along said recorded South line of Lot 592 and said
line extended to the East line of aNorth/South recorded alley; thence Northeast along
said alley and said line extended to the intersection of the North right of way line of
Detroit Street and said alley extended; thence West along the North line of Said Detroit
Street and the South line of Lot 547 of said Gilmer Park Second to the place of
beginning. Containing 0.821 acres, more or less and subject to all legal rights of way and
easements of record.
Section II. 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 anon-capital nature, such as police
and fire protection, street and road maintenance, sewage collection, street sweeping, flushing, and
snow removal, 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 and road construction, street lighting, a
sanitary sewer extension, a water distribution system, a storm water system, and drainage plan,
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 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. The Common Council for the City of South Bend, Indiana shall and does
hereby now establish and adopt the Fiscal Plan, attached hereto as Exhibit "A", and made a part
hereof, for the furnishing of said services to the territory to be annexed, which provides, among
other things, that the public sanitary sewer is available with capacity sufficient to service this
area with any extensions for future development to be paid by the developer; that a 400 foot
water main line extension will be needed to service the area to be paid by the developer; that
street lighting and parking will be installed at the developer's expense; and that a street drainage
plan will be also be planned, provided and paid for by the developer subject to compliance with
state and local law.
Section IV. It is required as a condition of annexation that neo-traditional building/site
design elements be included in terms of context, setback, orientation, spacing, style, massing,
height, entry, fenestration, materials, accessory buildings, landscape buffering and lighting that
achieve development and design of the highest possible quality. It is required that the annexation
area integrate harmoniously with the surrounding residential areas to the east.
In consideration of pedestrian safety and proper vehicular movement, it is further required as a
condition of rezoning and annexation that the developer give very careful consideration to
vehicular access and circulation as well as pedestrian movement for the development within the
annexation area. All screening, signage and vehicular access shall conform to the latest City of
South Bend standards and ordinances.
Building plans and other information to satisfy these requirements must be submitted by the
developer to the City as part of the development review process. Failure to comply with all the
conditions may result in the City's repeal of annexation.
Section V. 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.
c
~~
Member, South d Common Council
T~IC~ r"~i'Pf:OVcD
s.DC3~'iFD 2= 1 ~. ~ ~~
Filcd In Ci~rk'S Office
FEB 7 2007
JOHN VOORDE
CITY CLERK, S0. BEND, IN.
TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND:
Your Committee of the Whole, to whom was referred:
BILL NO.
07-20 A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF
SOUTH BEND, INDIANA, ADOPTING A WRITTEN FISCAL PLAN AND
ESTABLISHING A POLICY FOR THE PROVISION OF SERVICES TO
AN ANNEXATION AREA IN CENTRE TOWNSHIP, U.S. 31 SOUTH,
SHOEMAKER ANNEXATION AREA
Respectfully report that they have examined the matter and that in their opinion, this bill
is being recommended to the full Council with a favorable recommendation.
Karen L. White
Chairperson
1200 COUNTY-CITY BUILDING
227 W. JEFFERSON BOULEVARD
SOUTH BEND, INDIANA 46601-1830
PHONE 574/ 235-9371
FAx 574/ 235-9021
TDD 574/ 235-5567
CITY OF SOUTH BEND STEPHEN J. LUECKE; MAYOR
COMMUNITY ~L ECONOMIC DEVELOPMENT
SHARON T. I{ENDALL
EXECUTIVE DIRECTOR
February 7, 2007
Mr. Timothy Rouse, President
South Bend Common Council
4th Floor, County-City Building
South Bend, IN 46601
Re: A RESOLUTION OF THE COMMON COU'1`'CIL OF THE CITY OF SOU"I'H BEND, INDIANA
ADOPTING A WRITTEN FISCAL PLAN AND ESTABLISHING A POLICY FOR THE PROVISION
OF SERVICES TO AN ANNEXED AREA IN CENTRE TOWNSHIP -SHOEMAKER
ANNEXATION AREA
Dear Mr. Rouse:
I am attaching for filling, the above-referenced resolution, which is a companion to Bill No. 78-06. This
Bill proposes to voluntarily annex contiguous territory in Centre Township to the City of South Bend. The
resolution indicates the approval and adoption by the Common Council of the written plan and policy attached
thereto concerning the provision of services, both capital and non-capital in nature, to the territory to be annexed.
This Annexation is a .821 acre parcel generally located at the southeast corner of t?.S. 31 and Detrcit
Street. Public improvements are planned for this aI•ea alyd it is anticipated that they will be completed at the expense
of the developer. Please note that on page 9 of the fiscal plan. that additional development criteria are being required
in the context of Ciry Plan and have been satisfied in anticipation ofthis resolution.
I am requestine that the attached resolution be placed on the February 12, 2007 agenda of the Common
Council meeting at which the companion Bill is given Second Reading. l will be attending the meeting as the
presenter.
Your favorable consideration is requested.
Sincerely,
Marco Mariani, Assistant Director
Division of Community Development
cc: John Voorde
~iil~l~ In Ci~riz'~ Office
~~S ~ "cOO7
JO'8ti VOORD'~
CITY CLE ;~C, S0.6END, M.
COMMUNITY DEVELOPMENT ECONOMIC DEVELOPMENT FINANCIAL LC PROGRAM
PAMELA C. MEYER DONALD E. INKS MANAGEMENT
574/235-9660 574/235-9371 ELIZABETH LEONARD
FAx: 574/235-9697 574/235-9371
CITY OF SOUTH BEND
FISCAL PLAN
SHOEMAKER
Annexation Area
Centre Township
Stephen J. Luecke -Mayor
South Bend City Council
Derek Dieter
Charlotte Pfeifer
Roland Kelly
Ann Puzello
David Varner
Ervin Kuspa
Al Kirsits
Timothy Rouse
Karen White
Division of Community Development
Pam Meyer, Director
1~farco ~lariani..-Issistant Director
Exhibit "A" Filed ft7 ~g~r~c'~ ®ff~Ce
December 2006 FEB 7 2007
aor~~voorce
can ctE~j!~, so. a::ra~, -*~.
Shoemaker Anne.Yation .-area
TABLE OF CONTENTS
SECTION I. INTRODUCTION .............
SECTION II. GENERAL DATA ............
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
K.
Location
Leal Description
Contiguity
Size of Annexation Area
Buildings and Land Use
Zoning & Subdivisions
Population
Tax Rate
Assessments
Municipal Legislative District
Hiring Plan
SECTION III. MUNICIPAL SERVICES...
A. Public Works
B. Police Department
C. Fire Department & EMS
D. Code Enforcement
E•. ~ Environmental Services
F. Administrative Services
.................................................3
.................................................3
SECTION IV. LA:~1D USE ANALYSIS & DEVELOPMENT CRITERIA......9
SECTION V. FISCAL I~IPACT ............:............................................................11
Fiscal Impact: TABLE 1 .........................................................................12
SECTION VI. APPROVAL ...................................................................................13
Tax Rate Information: TABLE 2 ....................................................................1-1
Legal Description :............................................................................................1~
iVlap: iv1 AP 1 .......................................................................................................16
Shoemaker Annexation Area 3
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, Indiana (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
SECTION II. GENERAL DATA
A. Location
The Annexation Area is generally located at the southeast corner of U.S. 31 and Detroit Street. See
.flap 1.
B. Legal Description
The Annexation Area is part of the Southwest Quarter of Section 36, Township 37 North, Range 2
East, Centre Township, St. Joseph County, Indiana. For a complete legal description see Page I.S.
C. Contiguity
The Annexation Area is at least 1/8 (12.~%) contiguous to the current City limits:
Co-ttigt-o-ts ?73.08 feet 46.3%
IVOII-CO11IZgtloilS 317 feet 53.7%
Total 590.?8 feet 100%
Shoemaker Annexation Area 4
D. Size of Annexation Area
The Annexation Area is .821 acres in area.
E. Buildings and Land Use
The site is currently vacant. The land is slated to be used fora 4,784 square feet office/retail
building.
F. Zoning & Subdivisions
The site is zoned "R" Residential in unincorporated St. Joseph County. It is proposed to be zoned
"CB" Community Business upon approval of the City Council and incorporation into the City of
South Bend.
G. Population
Variable- office/retail
H. Tax Rate
The tax rates used are those of 2005 payable in 2006.
The Township Rate will decrease by 50.115 per 5100.00 of assessed valuation with the deletion
of the Fire Fighting Fund and the Cumulative Fire assessments.
The tax rate for the Annexation Area will increase by 52.2971 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 52.1 S 16 per 5100.00 of assessed valuation. Table
shows representative tax rate information as published by the St. Joseph County Auditor.
I. Assessments
200 payable 2006, St. Joseph County Auditor property tax records:
Land: 52,800
Improvements: 5
~1et: 52,800
Shoemaker Annexation Area 5
J. Municipal Legislative District
The Annexation Area will be in the 6th District.
I{. Hiring Plan
It is anticipated that this annexation will not result in the elimination of jobs for employees of any
other governmental entities. The Centre Township Trustee has been notified of this Annexation.
SECTION III. MUNICIPAL SERVICES
A. Public Works
Sewer - An 8" diameter public sewer is available on the east boundary of the site within the alley
right-of--way. It has sufficient capacity to serve this property. The sewer was installed under the terms
of the South Side Water and Sewer Utility Extension Ordinance. As such, fees will be due upon
application for a tap permit.
The wastewater treatment plant and the downstream collection facilities are adequately sized to handle
the additional flow. No capital expenditure would be needed for those facilities as a result of this
annexation. Revenues from the development of the site will be sufficient to provide sewage collection
and treatment services to the site.
11'ater -The South Bend Water Works currently does not have water service available at this
location. The nearest water main is one block south on Lucinda. The 12" water main would need to
be extended along a paved drive between Lucinda and Detroit Streets, a distance of 400'. The City
does not have plans to extend the main in the near future. There is more than adequate capacity in
the Main for the annexed 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.
Street Lighting -The developer of this property will be required to install a street lighting system.
Additional revenue to the General Fund from this annexation area will be sufficient to pay for
street light operations.
6Yaivers of.~Innezation - No waivers of annexation are in effect for the Annexation Area.
Stt•eets - No new public streets have been proposed for this annexation area. U.S. 31 is currently
within the City limits. A small segment of Detroit Street will come into the City of South Bend as a
result of this annexation. No capital expenditure will be needed to service this street. Fuel taxes and
utility revenue from the property will be sufficient to maintain the public infrastructure.
Shoemaker Annexation Area 6
Drainage Plan -Drainage facilities will be required to be constructed by the developer and meet
the latest City of South Bend standards.
General Budget Analysis
2001 Actual Budget Report for the Department:
Expenditures:
vliles of Roadway in City:
Cost per vlile:
New Stileage within Area:
Estimated vtaintenance cost
for Annexation Area per year:
B. Police Department
86,228,676
@471
@813,224
@ .031miles
@, 413.72
The Annexation Area would be expected to be added to the already existing BEAT 15. Police patrols,
traffic enforcement, and emergency responses will be part of the services the City will offer to this
area. This proposed annexation would require officers to cover a relatively small additional area to
this beat. However, due to the nature of the type of use proposed, calls for service can increase at any
time for various reasons. At this time it is not expected that this annexation would cause calls for
service to increase significantly and it is not anticipated that it will be necessary to increase police
patrols beyond the already existing beat patrol at this time. The area under consideration is not
expected to cause any unusual problems.
At the present time the cost for servicing the proposed area is not expected to impact the existing
budget of the Police Department with any significance. However, this area, as well as all other
areas of the City, will continually be monitored for level of service demands and other criteria that
would necessitate additional resources through budgetary increases or possibly shifting of existing
resources, such as a beat restructure.
Police services and response time in this area can be expected to be comparable and consistent
with that as in alI other areas of the Ciry. Police coverage to this area could begin immediately
upon annexation and coordination of the conversion of the 911 emergency phone system for that
area.
Shoemaker,9nne.Yation .4rea 7
Note: The cost of service for this Annexation Area is based on the number of parcels. Ho:tsehold
information is provided for comparative purposes.
2001 Actual Budget Report for the Department:
Expenditures:
Number of Households in City (2000):
Cost per Household:
Number of Parcels in City (2003):
Cost per Parcel:
Proposed Number of Households in Area:
Number of new Parcels:
Cost for Annexation Area per year:
X21,176,193
@42,908
@$494
@47,462
~a X446
0
1
~ 446 (1 parcel x X446 cost /parcel)
C. Fire Department
Fire Response -The City provides a fully staffed, full time fire department housed in 12 fire
stations strategically located throughout the city. The Annexation Area will be serviced primarily
by Station #10, located at 5301 York Road, approximately 2.4 miles away. Additional Fire
Department units would respond from Fire Station #8 located at 2401 Twyckenham Drive which is
approximately 3.7 miles away.
The South Bend Fire Department does not foresee any unusual fire protection problems related to
this annexation. 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. Adequate
water supply will be necessary as development takes place. The Fire Department will continue to
review and monitor response times in this area and make necessary recommendations to improve
response times that are comparable to other areas of the City.
Emergency :Medical Response -The City, under contract with St. Joseph County, provides
emergency medical response to the unincorporated areas of St. Joseph County. Of the seven
ambulances currently in service, 3 are dedicated for response to the unincorporated areas. These
are Medic Units #10, 11, and 12. The Annexation Area is currently being serviced byMedic ;=10,
located at Fire Station #10 at X303 York Road. Upon incorporation, the Annexation Area will be
serviced byMedic #1, also located at Fire Station #10.
Emergency medical response will continue to be provided by the City of South Bend. 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.
Shoemaker Anne.Yation Area 8
Note: The cost of service for this An~texation Area is based on the number of parcels. Household
information is provided for comparative purposes.
2001 Actual Budget Report for the Department:
Expenditures:
Number of Households in City (2000):
Cost per Household:
Number of Parcels in City (2003):
Cost per Parcel:
Proposed Number of Households in Area
Number of new Parcels:
Cost for Annexation Area per year:
Fire Prevention &
Operations EMS
$10,265,270 83,128,226
@42,908
@8350 @823
@47,462
@5316 @821
na
1
@8316 @821
Administration &
Pensions & Benefits
86,140,722
@~ 143
@$129
@$129 Total: 8466
D. Code Enforcement
The Annexation Area will be added to Area 6.
The Department of Code Enforcement will be able to provide services to the Annexation Area with
comparable response times. The Department will respond to calls for service upon the effective
date of the Annexation. Full and dedicated response will be in place within one year of the
effective date of the Annexation.
'_001 Actual Budget Report for the Department:
Expenditures: 82,16,730
\umber of Parcels in City (3/1/00): @47,462
Cost per Parcel: @846
Proposed Number of Parcels in Area: 1
Cost for Annexation Area per year: 846
E. Environmental Services
II'asretivater Treatment - Wastewater treatment services are supported by user fees, and are paid
through the Water Works billing system.
Solid iYaste -Industrial, commercial and apartment customers are not served by the Bureau of
Solid ~4'aste. The annexation will contain aoffice/retail building. This use will have centralized
waste collection locations. A licensed private waste hauler will be required to serve this
development.
Shoemaker ,4nne.Yation .-l rea
For reference purposes, the following Bureau of Solid Waste rates apply for residential customers:
Single family rate: $8.80 per month.
Senior rate: $5.50 per month.
Duplex rate: $13.80 per month
Tri-plex: $18.80 per month
Quad: $23.80 per month
Recycling fee: $1.97 per month
F. Administrative Services
The City of South Bend provides a wide range of services other than those noted above, such as the
Mayor's office, the Legal Department, and the Parks & Recreation.
These services are available upon the effective date of the Annexation. Full and dedicated
response for non-capital services will be in place within one year of the effective date of the
Annexation. Costs for these services have not been calculated.
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 and their services that will
continue to provide the same type and level of services to the Annexation Area.
County-wide services will continue to be supported by the County and Township tax rates that will
remain in effect.
SECTION IV. LAND USE A1~IALYSIS & DEVELOPMENT CRITERIA
As with any new development, the proposed use and development of this site becomes important
relative to its relationship with the existing, surrounding uses. Ciry Plan, South Bend's
comprehensive plan, notes that land use relationships, pedestrian movement~safety and vehicular
site access are important elements to be addressed in developments of all kinds. Ciry Plan also
expresses a need to consider how buildings relate to the street. Building design that is sensitive to
massing, shape, scale and finishes will ensure that private development will enhance and reinforce
the City's commitment to development and design of the highest quality.
Lattcl Use-Transportation Attalt~srs
The Annexation Area is an approximately .821 acres in size. Land directly north is zoned "B"
Business, and properties to the east are zoned "R" Residential all in unincorporated St. Joseph
County. The property directly south and west across U.S. 31 is zoned "CB" Community Business
in the City of South Bend. The annexation area is located along a commercial corridor that
contains a variety of uses.
Shoemaker Annexation Area !0
Kern Road to the south of the annexation area serves as the vehicular access for new residential
growth occurring nearby. As part of the IDOT project to relocate US 31 between Plymouth and
South Bend, Kern Road is designated to serve as a diamond interchange point that will provide
access to old U.S. 31. Grade separation is also planned at Main Street and existing U.S. 31 to
facilitate proper vehicular safety. The planned INDOT improvements may impact access to the
western portion of the annexation area.
Eventually, intersection roadway improvements maybe required to accommodate the development
and the increase in traffic generated by the development in conjunction with the U.S. 31
improvements. Modifications to the City's water and sewer network will be required to
accommodate the development. It is anticipated that the Main Street and U.S. 31 intersection will
require safety improvements through widening and traffic calming enhancements.
The plans that have been unveiled propose cone-story, 4,784 square foot office retail building. The
building is located near the east property line of the site and is oriented to the west. Sixteen parking
spaces have been proposed in front of the. building. The City Plan Land Use Map illustrates that
the area between Main Street, Southside Church, existing U.S. 31 and the new U.S. 31 alignment
should support commercial uses. It is anticipated that with the planned improvement to U.S. 31
additional development will occur in this area over the next 10-20 years.
Given the surrounding zoning and development patterns, the proposed "CB" zoning classification
request is appropriate for the annexation area. However, more detailed land use planning is needed
for areas to the south of Gilmer Road to ensure that future development occurs in a coordinated
fashion.
Development Criteria
It is required as a condition of annexation that neo-traditional building/site design elements be
included in terms of context, setback, orientation, spacing, style, massing, height, entry,
fenestration, materials, accessory buildings, landscape buffering and lighting that achieve
development and design of the highest possible quality. It is required that the annexation area
integrate harmoniously with the surrounding residential areas to the east.
In consideration of pedestrian safety and proper vehicular movement, it is further required as a
condition of rezoning and annexation that the developer give very careful consideration to
vehicular access and circulation as well as pedestrian movement for the development within the
annexation area. All screening, signage and vehicular access shall conform to the latest City of
South Bend standards and ordinances.
Building plans and other information to satisfy these requirements must be submitted by the
developer to the City as part of the development review process. Failure to comply with all the
conditions may result in the City's repeal of annexation.
Shoemaker Annexatio~t Area 1 f
SECTION V. FISCAL IMPACT
1) Essential city services can be made available to the residents (and territory) of the Annexation
Area in a timely and comparable fashion per the requirements of State law and this fiscal plan.
2) The City is financially able to support city services to the territory sought to be annexed.
3) Required improvements made by the petitioner and/or owner of the parcels must be made in
accordance with the standards of the City of South Bend.
4) Required improvements made by the City will be completed within the time frames provide by
State law and this fiscal plan.
~) 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.
6) Property tax revenue and land assessment estimates are based on a combination of: 2005
payable 2006 tax rates, taxes paid in previous years by a comparable development, estimates
of units built, estimates of unit values and land assessments, and tax abatements or
adjustments, if any. Tax rates are subject to change every year.
7) Department expenditures and revenues are derived from the City of South Bend Budget.
S) The estimated costs to provide services, noted in Section III, Municipal Services, is a City-wide
average based on a particular budget year. In the case of the proposed development in the
Annexation Area, some of these services will not be required or possibly requested for many years.
Hence, the cost of providing services over the first five should be evaluated with this in mind.
~ile~ ~~ ~;;r'~'~ Of#ac®
FEB 7 2007
JOH41 VSO 6~"1D, IN.
CITY CL.~€~h,
Shoernaker.9nneration Area
/?
TABLE 1
Summary Table -Estimated Fiscal Impact
Expenditures Capital (est.) Non -Capital
Per Year (est.) 5-Year
Sewer Extension 50.00 To be installed
by developer 50.00
Water Extension 50.00 To be installed
by developer
50.00
Street Lights 50.00 To be installed
by developer 50.00
Police $0.00 5446 52230.00
Fire &EMS 50.00 5466 52330.00
Code 50.00 5`16 5230.00
0
Street Maintenance 0.00 50 50.00
Street Construction 50.00 50.00
Approximate 5-Year Cost S8,558.90
Revenues Tax Year
Property Taxes (est) unincorporated 12/06 5
(year 1; 2007) 06107 SO
(year 2; 2008) 07;08 S1,869
(year 3; 2009) 08109 S 1,869
(year 4; 2010) 10/11 51,369
(year ~; 2011) 11/12 51,869
Note: All Revenues estimated R: cumulatiti•e
~1VH.%LRSA estimated_from 200/ retiemre/mile
.511,340
X ~ }•ears S1,758
Total S9,234
A. Estimated full net assessment in two years: 546,00
B. Estimated tax income per year after full development potential is reached in two years: S 1,869
C. Estimates based on 546,00 net assessment of new office/retail development. Tax income calculation uses 200 pay
2006 Centre Towttship Total Tax Rate and associated credits.
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F E B 7 2007
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Shoemaker Anneratlon .9rea l3
SECTION VI. APPROVAL
Approved by the City of South Bend Common Council this day of , ?006.
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FEB 7 2001
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Shoemaker Annexation Area !4
TABLE 1
TAX RATE INFORMATION -Centre Township
2005 PAYABLE 2006
Centre °.'o OF SOUTH BEND % OF TAX RATE
FUND TOWiVSHIP TOTAL RATE CENTRE TOTAL RATE DIFFERENTIAL
Total State Rate 0.0024 0.10% 0.0024 0.05%
Total County Rate 0.5002 20.32% 0.5002 10.77%
Township Fund 0.0051 0.005
Poor Relief Fund 0.0032 0.0032
Fire Fighting Fund 0.097 -0.097
Township Recreation Fund 0 0
Fire Equipment Debt Fund 0 0
Poor Relief Debt 0 0
Cumulative Fire 0.0185 -0.0185
Total Township Rate 0.1238 5.03°'° 0.0083 0.18%
Rate Decrease: -0.1155
Total School Rate 1.6033 65.12°'0 1.6033 34.52%
Total Library Rate 0.2027 3.23% 0.2027 4.36°,'0
Total City~Town Rate 0 2.1795 46.93% 2.1795
Total Redevelopment
District Rate 0.032 0.69% 0.032
Total Airport Rate 0.0297 1.21% 0.0301 0.65°,'0
South Bend Transpo 0.0356 1.84% 0.0856
Rate Increase: 2.2971
TOT.-\L T.-\.K RaTES 2.x621 100.00°, 0 4.6141 100.00% 2.1816
Source: St Joseph County Tax Records- Certified Tax Rate Sheet 05 pay 06
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FE6 7 2001
JC'ri;J VdOP~DE 11'I.
CITY CLEi3K, 50. BEND,
Shoemaker Annexation Area 1 S
LEGAL DESCRIPTION
Lots Numbered Five Hundred Ninety (590), Five Hundred Ninety-One (591) and Five
Hundred Ninety-two (592) as shown on the recorded plat of Gilmer Park Second
Subdivision in St. Joseph County, Indiana.
A parcel of land located in the Southwest''/4 of Section 36, Township 37 North, Range 2
East, Centre Township, St. Joseph County, as shown on the recorded plat of Gilmer Park
Second Subdivision, and described as follows:
Beginning at the intersection of the recorded South lot line of Lot 547 of said Gilmer
Park Second, recorded in Plat Book 14, Page Gla in the St. Joseph County Recorders
Office and the recorded East line of US 31 South; thence South along said East line of
US 31 South and the existing City Limits to the Southwest corner of recorded lot 592 of
said Gilmer Park Second; thence East along said recorded South line of Lot 592 and said
line extended to the East line of a North/South recorded alley; thence Northeast along
said alley and said line extended to the intersection of the North right of way line of
Detroit Street and said alley extended; thence West along the North line of Said Detroit
Street and the South line of Lot 547 of said Gilmer Park Second to the place of
beginning. Containing 0.821 acres, more or less and subject to all legal rights of way and
easements of record.
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FEB 7 2001
CiN CLEn:~, 50. BEF"D, lidl.
Shoemaker Annecation Area 16
MAP 1
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