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HomeMy WebLinkAboutAdopting Fiscal Plan to an Annexation Area in Portage Township Mayflower-Western RESOLUTION 4497-15 Passed by the Common Council of the City of South Bend, Indiana September 28, 15 20 . Attest �` ezkk 9 City Clerk W Attest President of Common Council Presented by me to the Mayor of the City of South Bend, Indiana September 29, 20 15 City Clerk Approved and signed by me Sap le/4e( 1 9 , 20 15 . Maya RESOLUTION NO. Li 1,et 7 S- 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 PORTAGE TOWNSHIP (MAYFLOWER-WESTERN ANNEXATION AREA) WHEREAS, there has been submitted to the Common Council of the City of South Bend, Indiana, an Ordinance and a petition by all (100%) property owners which proposes the annexation of real estate located in Portage Township, St. Joseph County, Indiana, which is more particularly described at Section I of this Resolution; and WHEREAS, the territory proposed to be annexed encompasses approximately 8.8 acres of land now containing a restaurant and single family homes, which property is at least 12.5% contiguous to the current City limits, i.e., approximately 19.5% contiguous, generally located on the southwest corner of Mayflower Road and Western Avenue. It is anticipated that the annexation area will be used for a restaurant and grocery store. This development will require a basic level of municipal public services of a non-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, sidewalks, street lighting, a sanitary sewer system, a water distribution system, and a stoiui water system and drainage plan; and WHEREAS, the South Bend Common Council 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 police and fire protection, street and road maintenance, street sweeping, flushing, and snow removal, and sewage collection, 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 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, regardless of similar topography,patterns of land use, and population density; (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 within 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; and (6) the plan for hiring the employees or other governmental entities whose jobs will be eliminated by the proposed annexation. 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 Portage Township, St. Joseph County, Indiana be annexed to the City of South Bend: A part of the Southwest Quarter of Section 8, Township 37 North, Range 2 East, Portage Township, St. Joseph County, Indiana, which is described as: beginning at a point 1 foot South of the intersection of the South right-of-way line of Western Avenue extended East with the Centerline of Mayflower Road and the existing Corporation line for the City of South Bend; thence South along said Centerline and Corporation line a distance of 588.90 feet more or less; thence West along a line which is parallel to and 20 feet North of the Centerline of Vacated Huron Street and its Easterly extension a distance of 240 feet more or less to a point which is 50 feet North of the Northeast corner of a parcel of ground identified with Tax Key Number 17- 1034-095401 in the Records of the Auditor's Office of St. Joseph County, Indiana; thence South along the East line of said Parcel and its Northerly extension a distance of 200 feet more or less to the South line of Lot# 68 in the Plat of"Grouse's Addition" as recorded in the Records of the St. Joseph County, Indiana Recorder's Office; thence West along the South line of said Lot# 68 and Lot # 54 in said Plat a distance of 389 feet more or less to a point 1 foot East of the East right-of-way line of Hollywood Boulevard; thence North parallel to and 1 foot East of said East line a distance of 610 feet more or less; thence East a distance of 139 feet more or less to the Northeast corner of a Parcel of ground identified with Tax Key Number 17-1034-0928 in the records of said Auditor's Office; thence South along the East line of said Parcel a distance of 100 feet more or less to the North line of Lot # 56 in said Plat; thence East along said North line a distance of 160 feet more or less to the Southwest corner of Lot # 61 in said Plat; thence North along the West line of said Lot# 61 a distance of 269 feet more or less to a point 1 foot South of the South right-of-way line of Western Avenue; thence East parallel to and 1 foot South of said South line a distance of 330 feet more or less to the point of beginning. 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 to said territory services of a non-capital nature, such as police and fire protection, street and road maintenance, 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 services furnished by the City to other areas of the City regardless of similar topography, patterns of land utilization, and population density; and to furnish to said territory, services of a capital improvement nature such as street and road construction, sidewalks, a street light system, a sanitary sewer system, 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. Section III. The South Bend Common Council, 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 and water network is available with capacity sufficient to service this area, with fees for prior main line extensions due upon application for a tap permit, and any improvements in sewer or water capacity to be paid for by the developer in compliance with state and local law; that the developer will create a surface water pollution prevention plan and obtain a storm water discharge permit prior to disturbing the land; that retention basins and low impact means to promote infiltration of surface water will be required at developer's expense; that no new roads or streets will be required, but that a traffic impact analysis will be needed in the future; that the City can provide basic street lighting with expenses for additional or decorative lighting to be paid by the developer with possible maintenance and operation of additional lighting by the City from property tax revenue. Section IV. Site planning and building design of the annexation area should be consistent to the greatest extent possible with the West Side Main Street Streets Revitalization Plan for Western Avenue; and sidewalks should be provided along public streets with careful consideration to pedestrian, bicycle, and bus (as applicable) circulation, and in compliance with the Americans with Disabilities Act(ADA). Section V. It is required as a condition of annexation that any future alterations to the property meet the City of South Bend's building and zoning requirements. Section VI. This Resolution shall be effective from and of the date of adoption by the Common Council. Member, S71111 Bend Common Council Filed in Clerk's Office (n� 77p� SIP 16 2015 'xESENTED ck. L 'J Nor APt ROVE JO-hi VOOKD ,�,✓ CITY CLERK,SOUTH U ENU,IN ADQPTPS:a'" ci—LrAy TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND: Your Committee of the Whole, to whom was referred: BILL NO. 15-85 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 PORTAGE TOWNSHIP MAYFLOWER-WESTERN 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 no recommendation due to a lack of a quorum. This bill was heard by the Community Investment Committee. Karen L. White Chairperson, Committee of the Whole SJU TREE+. 227 W.JEFFERSON BOULEVARD /:F ilk 2 PHONE:574/235-9371 SUITE 1400 S. 'cl � �� ,,,, i o I Fax:574/235-9021 •SOUTH BEND,IN 46601-1830 ���Rnc% CITY OF SOUTH BEND PETE BUTTIGIEG,MAYOR COMMUNITY INVESTMENT SCOTT FORD,EXECUTIVE DIRECTOR September 16, 2015 Tim Scott, President South Bend Common Council 4th Floor, County-City Building RE: 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 Portage Township (Mayflower-Western Annexation Area) Dear Councilman Scott: I am attaching for filing the above resolution, which is a companion to Bill No. 34-15. That bill proposes to voluntarily annex contiguous territory in Portage Township to the City of South Bend. This resolution provides for the Common Council's approval and adoption of the written plan and policy concerning the provision of services, both capital and non-capital,to the territory to be annexed. This 8.8-acre annexation area contains eleven parcels at the southwest corner of Mayflower Road and Western Avenue. All public improvements, if any, will be required to be done at the expense of the developer. I request that the attached resolution be placed on the September 28, 2015, agenda of the Common Council meeting at which the companion Bill is given Second Reading. I will be attending the meeting, as well as the Zoning & Annexation Committee hearing, as the presenter. If you have any questions, please feel free to contact me at 235-5843. Thank you. Sincerely, %Al re riled in CgAr's office Michael P. Divita SEP. 16 2015 Planner 9C1-m'1.60',D7-1 CITY Watt,SOUTH I%END,IN cc: Janice Talboom, City Clerk's Office PLANNING NEIGHBORHOOD ENGAGEMENT BUSINESS DEVELOPMENT ECONOMIC RESOURCES JITIN KAIN PAMELA C.MEYER CHRIS FIELDING BROCK ZEEB Exhibit "A" THE CITY OF SOUTH BEND FISCAL PLAN MAYFLOWER-WESTERN ANNEXATION AREA Prepared by City of South Bend Department of Community Investment 227 W. Jefferson Blvd., Suite 14005 South Bend, IN 46601 September 12, 2015 Mayflower-Western Annexation Area 2 TABLE OF CONTENTS SECTION I. INTRODUCTION 3 SECTION II. GENERAL DATA 3 A. Location B. Legal Description C. Contiguity D. Size of Annexation Area E. Buildings and Land Use F. Zoning& Subdivisions G. Population H. Tax Rate & Impact I. Parcel Ownership &Assessments J. Municipal Legislative District K. Hiring Plan SECTION III. MUNICIPAL SERVICES 6 A. Public Works B. Police Department C. Fire Department& EMS D. Code Enforcement E. Environmental Services F. Administrative Services SECTION IV, LAND USE ANALYSIS & DEVELOPMENT CRITERIA 11 SECTION V. FISCAL IMPACT 12 Fiscal Impact: TABLE 1 SECTION VI. APPROVAL 14 Legal Description 15 Map: MAP 1 16 Mayflower-Western Annexation Area 3 SECTION I. INTRODUCTION This Fiscal Plan represents the City of South Bend's (hereinafter, "City") policy for the annexation of property in Portage 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 Investment Department of Administration & Finance SECTION II. GENERAL DATA A. Location The Annexation Area is located at the southwest corner of Mayflower Road and Western Avenue. See Map 1. B. Legal Description The Annexation Area is part of the Southwest Quarter of Section 8, Township 37 North, Range 2 East, in Portage Township, St. Joseph County, Indiana. For a complete legal description, see Page 15. C. Contiguity The Annexation Area is at least 1/8 (12.5%) contiguous to the current City limits: Contiguous 588.9 feet 19.5% Non-Contiguous 2,437.0 feet 80.5% Total 3,025.9 feet 100% D. Size of Annexation Area The Annexation Area is approximately 8.8 acres in area. Mayflower-Western Annexation Area 4 E. Buildings and Land Use The Annexation Area contains one restaurant and seven single-family houses. The houses would be demolished for a proposed grocery store. F. Zoning&Subdivisions The eleven properties in the Annexation Area are currently zoned "R" Single Family District (nine properties), "B" Business District (one property), and "C" Commercial District (one property) in St. Joseph County. With the annexation petition, the petitioner is seeking to rezone the entire Annexation Area to "CB" Community Business District in the City. The Annexation Area is subdivided within Grouse's Addition. The petitioners plan to replat the properties into a single large lot. G. Population Zero (0) people currently reside in the Annexation Area. After development, no residents are proposed to live in the Annexation Area. H. Tax Rate& Impact The tax rates used are those of 2014 payable 2015. The total tax rate for unincorporated Portage Township is 2.9418 per $100 of taxable real estate. The total tax rate for South Bend Portage Township is 5.9952 per$100 of taxable real estate. Per State law, the tax caps expressed as a percentage of the gross assessed value for different classifications of property are as follows, regardless of the property's location being within South Bend or unincorporated St. Joseph County: Property Type Cap Homestead Residential 1.0% Non-Homestead Residential 2.0% Agricultural 2.0% Other (Commercial) 3.0% For at least the four years after the effective date of the annexation, the expected tax rates, tax levies, expenditure levels, service levels, and annual debt service payments are estimated to be approximately the same as those in effect at the time of annexation for each of the political subdivisions to which the proposed annexation applies. Because of the relatively small size of the Annexation Area and its assessed value relative to the total size and tax base of the various political subdivisions, this annexation is expected, for at least four years after the effective date of this annexation, to have a negligible impact on Mayflower-Western Annexation Area 5 the finances and tax revenues of South Bend and other political subdivisions to which the proposed annexation applies, on the political subdivisions in St. Joseph County not part of this annexation, and on taxpayers not part of this annexation. I. Parcel Ownership &Assessments Parcel Assessed Identification Address Parcel Owner Value Number (Total) 17-1034-0928 56546 Hollywood Blvd. County Development LLC $ 53,200 17-1034-0933 23530 State Road 2 County Development LLC $187,700 17-1034-0934 56576 Hollywood Blvd. County Development LLC $ 56,700 17-1034-0935 56586 Hollywood Blvd. County Development LLC $ 38,700 17-1034-0936 56660 Hollywood Blvd. County Development LLC $ 3,000 17-1034-093601 23580 Huron Street County Development LLC $ 4,100 17-1034-0950 56575 Mayflower Road County Development LLC $ 2,800 17-1034-0951 56575 Mayflower Road County Development LLC $ 29,800 17-1034-0952 56589 Mayflower Road County Development LLC $ 63,500 17-1034-0953 56605 Mayflower Road County Development LLC $ 53,400 17-1034-095401 23562 Huron Street County Development LLC $ 79,400 Total Assessments Land: $136,600 Improvements: $435,700 Total (Gross): $572,300 Total (Net): $518,188 Assessments are based on 2014 payable 2015 St. Joseph County property tax records. J. Municipal Legislative District The Annexation Area will be in the 6th District. K. Hiring Plan It is not anticipated that this annexation will result in the elimination of jobs for employees of any other governmental entities. The Portage Township Trustee has been notified of this proposed annexation. Mayflower-Western Annexation Area 6 SECTION III. MUNICIPAL SERVICES A. Public Works Sewer - A 10"-diameter sanitary sewer pipe in Huron Street runs through the Annexation Area and connects to Scenic Drive east of Mayflower Road. Also, an 8"-diameter pipe provides service to the existing restaurant within the Annexation Area. No additional expenditures will be needed to extend sanitary sewer facilities. Development of the site requires a drainage plan. The site does not have a public storm sewer, ditch, stream, or other surface water outlet available. Retention basins and low impact means to promote infiltration of surface water will be required. The developer will be required to create a surface water pollution prevention plan and obtain a stormwater discharge permit prior to disturbing land. Water-The South Bend Water Works currently has a 10" water main on the south side of Western Avenue that crosses Mayflower Road to provide service. This water main will provide adequate service to the Annexation Area. Because the Western Avenue line is a dead-end water main from Summit Drive, Water Works recommends installing a water main from the existing stub on Mayflower Road to the existing line at Scenic Drive and Clearview Place to loop the service. 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 - No street lighting is currently provided on the streets within the Annexation Area. Lighting through an ongoing contract with Indiana Michigan Power can provide street lighting on wood poles with overhead wiring at a capital cost of$5,000 or less. If the developer wishes to construct and dedicate additional street lighting, especially of a decorative nature, the City may accept it for maintenance and operation, supported by property tax revenue. Waivers of Annexation - No waivers of right to remonstrate against annexation are in effect for this area. Streets -.No new public streets are proposed as part of this annexation. The eastern half of the adjoining Mayflower Road right-of-way is already within City limits. The balance of the Mayflower Road right-of-way would be annexed. Huron Street is to be vacated by the petitioner prior to the annexation. As the Annexation Area does not immediately abut Western Avenue or Hollywood Boulevard, those right-of-ways are not part of the proposed Annexation Area. A traffic impact analysis will be needed for the site to provide safe, efficient traffic movements in and out of the site on arterial streets. The analysis will predict the need for additional traffic Mayflower-Western Annexation Area 7 lanes, positions of driveways and access points, or regulation of traffic generated by a grocery store. Any necessary improvements, including the provision of turn lanes and sidewalks, would be done at the petitioner's cost. No public capital expenditures to extend sweeping or snow removal service are anticipated. 2014 Actual Budget Report for the Department: Expenditures: $14,384,741 Miles of Roadway in City: @512.7 Cost per Mile: @$28,057 New Mileage within Area: @0.12 miles (615 feet) Estimated Maintenance Cost for Annexation Area per year: @$3,367 Mayflower-Western Annexation Area 8 B. Police Department The Annexation Area would be added to the existing Beat 28. 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 on this beat. 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 existing beat patrol. The addition of this Annexation Area will not significantly increase response time within the beat. The cost for servicing the proposed area is not expected to impact the existing budget of the Police Department with any significance. The patrol costs would be assumed by the Police Department budget. 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 possible shifting of existing resources, such as a beat restructure. Police services and response time in this area can be expected to be comparable with that as in all other areas of the City. Police coverage to this area could begin immediately upon annexation. Note:. The cost of service for this Annexation Area is based on the number of parcels. Household information is provided for comparative purposes. 2014 Actual Budget Report for the Department: Expenditures (including pension cost): $38,343,234 Number of Households in City(2010): @39,760 Cost per Household: @$964 Number of Parcels in City (2015): @48,290 Cost per Parcel: @$794 Proposed Number of Households in Area: 0 Proposed Number of Parcels in Area: 11 Cost for Annexation Area per year: $8,734 (11 parcels x$794/ parcel) Mayflower-Western Annexation Area 9 C. Fire Department Fire Response - The South Bend Fire Department provides a fully staffed, full-time fire department. The Annexation Area will be serviced primarily by Fire Station #6, located at 4302 Western Avenue, approximately 0.9 miles away. Approximate response time for a non- emergency call is three minutes. Additional Fire Department units would respond from Fire Station #4 at 220 N. Olive Street, which is approximately 2.5 miles away, and from Fire Station #5, located at 2221 Prairie Avenue, which is approximately 3.8 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. Fire coverage to this area could begin immediately upon annexation. Adequate water supply will be necessary as development takes place. Emergency Medical Response - The City will provide emergency medical response to the Annexation Area. This area will be serviced by Medic #4, which is at Fire Station #4, located at 220 N. Olive Street (approximately 2.5 miles away). The area would also be served by Medic #3, which is at Fire Station #2, located at 402 Dr. Martin Luther King Jr. Drive (approximately 3.8 miles away) and Medic #5, also at Fire Station #4. 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. Emergency medical services are supported by user fees and would be available upon annexation. Note: The cost of service for this Annexation Area is based on the number of parcels. Household information is provided for comparative purposes. 2014 Actual Budget Report for the Department: Expenditures (including pension cost): $35,825,136 Number of Households in City (2010): @39,760 Cost per Household: @$901 Number of Parcels in City (2015): @48,290 Cost per Parcel: @$742 Proposed Number of Households in Area: 0 Proposed Number of Parcels in Area: 11 Cost for Annexation Area per year: $8,162 (11 parcels x $742/ parcel) D. Code Enforcement The Annexation Area will be added to Area 7. The Department of Code Enforcement will be able to provide services to the Annexation Area with comparable response times. The Mayflower-Western Annexation Area 10 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. 2014 Actual Budget Report for the Department: Expenditures: $2,146,654 Number of Parcels in City(2014): @48,290 Cost per Parcel: @$45 Proposed Number of Parcels in Area: 11 Cost for Annexation Area per year: $495 (11 parcels x$45/ parcel) E. Environmental Services Wastewater Treatment-Wastewater treatment services are supported by user fees, and are paid through the Water Works billing system. Solid Waste - Larger scale industrial, commercial, and apartment customers are generally not served by the Bureau of Solid Waste. However, the Bureau of Solid Waste is able to provide service to small commercial customers at$12 per month, or the prevailing rate at that time, for a 96 gallon container with service beginning on the effective date of the annexation. 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 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 affect the provision of other services currently provided to this property on a countywide 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 among the countywide agencies that will continue to provide the same type and level of services to the Annexation Area. Countywide services will continue to be supported by the County and Township taxes that will remain in effect. Mayflower-Western Annexation Area 11 SECTION IV. LAND USE ANALYSIS & DEVELOPMENT CRITERIA This proposed annexation will add to the City of South Bend all or parts of eleven parcels, comprised of a combination of commercial, residential, and vacant land. The petitioner plans to replat the property into a single lot for a proposed grocery store and the existing restaurant. The Annexation Area is presently zoned "R" Single Family District, "B" Business District, and "C" Commercial District in unincorporated St. Joseph County. A small commercial strip center zoned "C" Commercial District in unincorporated St. Joseph County is located to the north. Also to the north, across Western Avenue, is a church and school zoned "B" Business District and "R" Single Family District in the County. To the east of the Annexation Area are two businesses zoned "GB" General Business District and three houses zoned "SF1" Single Family and Two Family District, all in the City. To the south are a tavern and a house zoned "R" Single Family District in the County. To the west, across Hollywood Boulevard, are four houses zoned "R" Single Family District in the County. The Annexation Area is located at the southwest corner of Mayflower Road and Western Avenue. Both of these streets provide strong regional access and have interchanges on the St. Joseph Valley Parkway. With this accessible location, heavier commercial land uses are found in the area. Even though the proposed land use may be consistent with the general character of the area and its development trends, the petitioner should adequately screen its site from immediately adjoining residential areas, especially to the west. While maintaining the existing restaurant for the present time, the petitioner proposes the removal of the single-family houses and accessory structures to build a grocery store. The preliminary site plan shows the restaurant, a new grocery of 39,893 square feet and a parking area providing 361 spaces. The combined site will have driveway approaches from Mayflower Road, Western Avenue, and Hollywood Boulevard. The petitioner should give careful consideration to pedestrian, bicycle, and bus (as applicable) circulation, both internal to the site and connecting to nearby areas, as part of its site planning. Sidewalks should be provided along public streets. To the greatest extent possible, site planning and building design should be consistent with the goals of the West Side Main Streets Revitalization Plan for Western Avenue. Any improvements or future changes must meet the City's applicable building, zoning, and subdivision ordinances. Mayflower-Western Annexation Area 12 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 parcel(s) 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 provided by State law and this fiscal plan. 5)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: 2014 payable 2015 tax information, taxes paid in previous years by 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, and property tax revenues may be subject to tax caps. 7) Department expenditures and revenues are derived from the City of South Bend Budget. 8) 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 may not be required or possibly requested for many years. Hence, the cost of providing services over the first five years should be evaluated with this in mind. Mayflower-Western Annexation Area 13 TABLE 1 Summary Table - Estimated Fiscal Impact Expenditures Capital Non Capital Notes 5-Year Total (Est.) Per Year (Est.) Street Construction $0 $0 Connection at Sewer Extension $0 petitioner's $0 expense Connection at Water Extension $0 petitioner's $0 expense Street Lights $5,000 $5,000 Street Maintenance $0 $3,367 $16,835 Police $0 $8,734 $43,670 Fire $0 $8,162 $40,810 Code $0 $495 $2,475 Approximate 5-Year Expenditures $108,790 Revenues Notes Total (Est.) 5-Year Total Year 1 $9,775 Year 2 $4,764 Property Taxes Year 3 $35,320 $120,499 (to City) Year 4 $35,320 Year 5 $35,320 MVH/LRSA Estimated at revenue $2,352 $11,760 per mile of$19,600 Approximate 5-Year Revenues $132,259 Revenue estimate based on $187,700 net assessment and capped tax rate of 3% of $187,700 gross assessment for the restaurant for all years, plus for the grocery store site, $384,600 net assessment and capped tax rate of 2% of$384,600 gross assessment in Year 1, $55,000 net assessment and capped tax rate of 2% of$55,000 gross assessment in Year 2, and $1,500,000 net assessment and capped tax rate of 3% of$1,500,000 gross assessment first taxable in Year 3. Mayflower-Western Annexation Area 14 SECTION VI. APPROVAL Approved by the City of South Bend Common Council this day of 2015. Mayflower-Western Annexation Area 15 LEGAL DESCRIPTION A part of the Southwest Quarter of Section 8, Township 37 North, Range 2 East, Portage Township, St. Joseph County, Indiana, which is described as: beginning at a point 1 foot South of the intersection of the South right-of-way line of Western Avenue extended East with the Centerline of Mayflower Road and the existing Corporation line for the City of South Bend; thence South along said Centerline and Corporation line a distance of 588.90 feet more or less; thence West along a line which is parallel to and 20 feet North of the Centerline of Vacated Huron Street and its Easterly extension a distance of 240 feet more or less to a point which is 50 feet North of the Northeast corner of a parcel of ground identified with Tax Key Number 17-1034-095401 in the Records of the Auditor's Office of St. Joseph County, Indiana; thence South along the East line of said Parcel and its Northerly extension a distance of 200 feet more or less to the South line of Lot# 68 in the Plat of "Grouse's Addition" as recorded in the Records of the St. Joseph County, Indiana Recorder's Office; thence West along the South line of said Lot# 68 and Lot # 54 in said Plat a distance of 389 feet more or less to a point 1 foot East of the East right-of-way line of Hollywood Boulevard; thence North parallel to and 1 foot East of said East line a distance of 610 feet more or less; thence East a distance of 139 feet more or less to the Northeast corner of a Parcel of ground identified with Tax Key Number 17-1034-0928 in the records of said Auditor's Office;thence South along the East line of said Parcel a distance of 100 feet more or less to the North line of Lot # 56 in said Plat; thence East along said North line a distance of 160 feet more or less to the Southwest corner of Lot # 61 in said Plat; thence North along the West line of said Lot# 61 a distance of 269 feet more or less to a point 1 foot South of the South right-of-way line of Western Avenue; thence East parallel to and 1 foot South of said South line a distance of 330 feet more or less to the point of beginning. Mayflower-Western Annexation Area 16 MAP 1 Mayflower-Western Annexation Area 1�.� . i ,? 1E I -. d � jJsm Lt I 1��� � 1 �� r . e + Ili o lr -V { k r1 3 Ill E E _ k r IJE ` Fri Iti Ir t IF ; 11f III k iF I I if= 1f 1I �� { t.:.: -SThn .: 1, C IEII if r { � Imo`` 3f - l' F � 1 1 S 2E1 r- %JF;€ diflL2J08 0 125 250 500 IIMI City of South Bend -Mayflower-Western Annx Area Feet Prepared by City of South Bend Department of Community Investment September 12,2015 Filed Office 1 cro 16 2015 JOI*-vbailD , CITY CLERK,SOUTH BEND,IN