HomeMy WebLinkAboutAdopting Fiscal Plan for Berkheiser Annexation Area-Passed 06-28-10RESOLUTION
4033-10
Passed by the Common Council of the City of South Bend, Indiana
June 28, 10
20
Attes
City Clerk
ident of Common Council
Presented by me to the Mayor of the City of South Bend, Indiana
June 29, Zo 10
City Clerk
Approved and signed by me June 29, 20 10
~~ /
RESOLUTION NO. ~ 3 3 ~ta
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
(BERKHEISER 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 Centre 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 .2169
acres of residential property, which property is at least 12.5% contiguous to the current City
limits, i.e., approximately 20% contiguous, generally located at the west side of South Main
Street just north of Pulling Street. It is anticipated that the annexation area will remain asingle-
family residence and utilize city water and sewer services. This site 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, sidewalks, street lighting, a sanitary sewer system, a water distribution system, and
a storm 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 anon-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 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 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.
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:
Lot 33 & North 30' Lot 34 Gilmers Addition South Michigan Addition
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 anon-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. That 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 all connection and related fees to be paid by the owner in compliance with state
and local law; that the road in front of this property is part of the U.S. 31 Realignment Project;
that street lights already exist on Main Street; and that no additional public works are
contemplated for this annexation area.
Section IV. This Resolution shall be effective
Common Council and approval by the Mayor.
f the date of adoption by the
Common Council
i'r.ESENTED (o -2g - ~p
IvOT APP~OVEi~
~:DOPTEt7 (o ~L 8 - / c~
Fil~~ In Clerl;'S Office
JUN 2 2 2010
JOHN YOORDE
CITY CiLER;;, S0. BEND, IN.
TO THE COMMON COUNCIL OF THE CITY OF SOUTH BEND:
Your Committee of the Whole, to whom was referred:
BILL NO.
10-32 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, BERKHEISER 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.
Ann Puzzello
Chairperson, Committee of the Whole
THE CITY OF SOUTH BEND
FISCAL PLAN
BERKHEISER (60601 S. MAIN STREET)
ANNEXATION AREA
Stephen J. Luecke -Mayor
South Bend City Council
Derek Dieter
Henry Davis Jr.
Tom LaFountain
Ann Puzzello
David ~jarner
Oliver Davis
Al Kirsits
Timothy Rouse
Karen White
Prepared By:
Division of Communit~~ Development
227 W. Jefferson Blvd. Suite 1200 N
South Bend, IN 46601
Pamela C. 1~Ieyer, Director
Jeff Vitton, Planner
Exhibit "A"
Berk-heiser (60601) 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
I. Assessments
J. Municipal Legislative District
K. Hiring Plan
SECTION III. MUNICIPAL SERVICES .................................................... 5
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 .......... 9
SECTION V. FISCAL IMPACT .............................................................. 12
Fiscal Impact: TABLE 1 ........................................................... 13
SECTION VI. APPROVAL ....................................................:.................. 14
Tax Rate Information: TABLE 2 ....................................................... 15
Legal Description : .......................................................................... 16
Map: MAP 1 ..................................................................................... 17
Berkheiser (60601 South Main) 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 Clay 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 60601 S. Main Street, which is on the west side of
S. Main Street, north of Pulling and south of Dice Street. The site has single-family home
owned by Ms. Louise Berkheiser. Ms. Berkheiser is seeking annexation of her home for the
purposes of receiving water and sewer services. See Map 1.
B. Legal Description
The Annexation Area is lot 33 and North 30' lot 34, Gillmeers South Michigan, Centre
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 70 feet 20%
Non-Contiguous 350 feet 80%
Total 420 feet 100%
D. Size of Annexation Area
The Annexation Area is 0.2169 acres in area.
E. Buildings and Land Use
The site currently contains one single-family detached structure.
Berk-heiser (60601 South Main) Annexation Area 4
F. Zoning & Subdivisions
The site is zoned "R" Residential in unincorporated St. Joseph County. It is proposed to be
zoned "SF1" Single Family Residential upon approval of the City Council and incorporation into
the City of South Bend. No rezoning is being sought with this annexation.
G. Population
One (1) person currently resides in the Annexation Area.
H. Tax Rate
Per HEA 1001 the tax rates caps for different classifications of property are as follows
irregardless of being within South Bend or unincorporated St. Joseph County:
Pro ert T e
2009 After
2009
Homestead 1.5% 1.0%
Non-Homestead
Residential
2.5%
2.0%
A ricultural 2.5% 2.0%
Other commercial 3.5% 3.0%
I. Assessments
2007 payable 2008, St. Joseph County Auditor property tax records:
Land and Improvements
Net: $48,900
7. Municipal Legislative District
The Annexation Area will be in the 5th District.
K. 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.
Berh-heiser (60601 Sotrth Main) Annexation Area S
SECTION III. MUNICIPAL SERVICES
A. Public Works
Sewer - A thirty inch (30") diameter public sanitary sewer is available on Main Street to serve
this one lot annexation area. Revenue from customers on this sewer will be sufficient to operate
and maintain the facility without burden to other ratepayers. The costs for extending the sewer
on Main Street are recoverable from new customers. The development fee for connection of Lot
33 to sanitary sewer service will be $3,000 payable at the time of permit application.
Water -The South Bend Water Works currently has a 12" water main on the west side of
Main Street. This is a looped water main that will provide more than adequate capacity for
60601 South Main Street.
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.
Waivers of Annexation - No waivers of annexation are in effect for the Annexation Area.
Streets -The segment of Main Street in front of this property is proposed for reconstruction by
the State of Indiana as part of the U.S. 31 Realignment project. The City of South Bend currently
lights and maintains Main Street. No additional public works facilities are contemplated for this
annexation area. There will be no additional cost to the Department of Public Works if this area is
annexed.
General Budget Analysis
2008 Actual Budget Report for the Department:
Expenditures: $6,303,240
Miles of Roadway in City: @480
Cost per Mile: @$13,131.75
New Mileage within Area: @.OOmiles (feet)
Estimated Maintenance cost
for Annexation Area per year: @$0
B. Police Department
The Annexation Area would be expected to be added to the already existing BEAT 16. 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.
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.
Berhheiser (60601 South Main) Annexation Area 6
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 all other areas of the City. Police coverage to this area could begin
immediately upon annexation and coordination of the conversion of the 911 emergency phone
system for that area.
Note: The cost of service for this Annexation Area is based on the number of parcels.
Household information is provided for comparative purposes.
2008 Actual Budget Report for the Department:
Expenditures:
Number of Households in City (2000):
Cost per Household:
Number of Parcels in City (2008):
Cost per Parcel:
Proposed Number of Households in Area:
Number of new Parcels:
Cost for Annexation Area per year: $562 (1
$27,354,426
@42,908
@637.51
@48,685
@$562
1
1
parcels x $562 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 5303 York Road, approximately 2.6 miles away.
Additional Fire Department units would respond from Fire Station #1 which is approximately
3.3 miles away and Fire Station #5 which is approximately 3.5 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.
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. Upon incorporation, the Annexation Area will be
serviced by Medic #1, 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.
Note: The cost of service for this Annexation Area is based on the number of parcels.
Household information is provided for comparative purposes.
Berkheiser (60601 South Main) Annexation Area 7
2008 Actual Budget Report for the Department:
Expenditures:
Number of Households in City (2000):
Cost per Household:
Number of Parcels in City (2008):
Cost per Parcel:
Proposed Number of Households in Area:
Number of new Parcels:
Cost for Annexation Area per year:
D. Code Enforcement
Fire Department EMS Fund Fire Pension Fund
$21,819,894 $1,013,542 $5,688,519
@42,908
@$509 @$24 @$33
@48,685
@$448 @$21 @$117
1
1
$448 $21 $117
Total Per Year Cost: $586.00
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.
2008 Actual Budget Report for the Department:
Expenditures: $2,294,102
Number of Parcels in City (2008): @48,685
Cost per Parcel: @$47
Proposed Number of Parcels in Area: 1
Cost for Annexation Area per year: $47
E. Environmental Services
Wastewater Treatment - Wastewater treatment services are supported by user fees, and are
paid through the Water Works billing system.
So/id Waste -Industrial, commercial and apartment customers are not served by the Bureau
of Solid Waste. The annexation will eventually contain multi-family residential units and
commercial. These uses will have centralized waste collection locations. A licensed private
waste hauler will be required to serve these developments. As single-family, duplex units are
constructed, The Division of Environmental Services could service them at the rates noted
below.
For reference purposes, the following Bureau of Solid Waste rates apply for residential
customers effective September 1, 2008:
Single family rate:
Senior rate:
Duplex rate:
Tri-plex:
Quad:
Recycling fee:
$10.56 per month
$ 6.34 per month
$16.56 per month
$22.56 per month
$23.80 per month
$1.97 per month
Berhheiser (60601 South Main) Annexation Area 8
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.
Berh-heiser (60601 South Main) Annexation A~•ea 9
SECTION IV. LAND USE ANALYSIS & DEVELOPMENT CRITERIA
The proposed annexation will add apre-existing single-family structure to the City of South
Bend in its' current state. Any future changes to the structure will need to meet the City's
applicable building and zoning ordinances.
Berkheiser (60601 South Main) Annexation Area 10
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.
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: 2007
payable 2008 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. Property tax revenues based upon full implementation of HEA 1001.
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 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.
Berh-heiser (60601 South Main) Annexation Area 11
TABLE 1
Summary Table s Estimated Fiscal Impact
Expenditures Capital (est.) Non -Capital
Per Year (est.) 5-Year
Sewer Extension $0.00 To be
installed by
owner
$0.00
Water Extension $0.00 To be
installed by
owner
$0.00
Street Lights $0.00 NA $0.00
Police $0.00 $562 $2,810.00
Fire &EMS $0.00 $691 $3,455.00
Code $0.00 $47 $235.00
Street Maintenance 0.00 $0 NA 0
Street Construction $0.00 NA $0.00
Approximate 5-Year Cost $6,500.00
Revenues Tax Year @
Property Taxes
(est) unincorporated
(year 1; 2009) 06/09 $1,350
(year 2; 2010) 07/10 $2,700
(year 3; 2011) 08/11 $4,050
(year 4; 2012) 10/12 $5,400
(year 5; 2013) 11/13 $ 6,750
Note: All Revenues estimated &
cumulative
MVH/LRSA estimated from 2001
revenue/mile
@$11,340
X 5 years
$0
Total $6,750
Berkheiser (60601 South Main) Annexation Area ~ 12
SECTION VI. APPROVAL
Approved by the City of South Bend Common Council this day
2008.
Berhheiser (60601 South Main) Annexation Area 13
ANNEXATION LEGAL DESCRIPTION:
Lot 33 & North 30' Lot 34 Gilmers Addition South Michigan Addition.
,,., ,,., .., .., . 14
MAP 1
Berkheiser Annexation Area
Annexation
Cit
.....................
0 240 Feet
North
hlav zoo
~i~~'~ Et't ~1°1'~'~ Q~~ICir
,~Ui1 2. 1 2010
~._--_
~,~' ' "OFD