HomeMy WebLinkAboutResolution No 11-2023 - Fiscal Plan Resurrection Lutheran Annexation AreaRESOLUTION NO. 11-2023
A RESOLUTION OF THE BOARD OF PUBLIC WORKS 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 GERMAN TOWNSHIP
(RESURRECTION LUTHERAN 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 German Township, St. Joseph County, Indiana, which is more particularly
described at Page 13 of Exhibit “A” attached hereto; and
WHEREAS, the territory proposed to be annexed encompasses approximately 1.2 acres of
vacant land, which property is at least 12.5% contiguous to the current City limits, i.e., 100.0%
contiguous, generally located at the southeast corner of Nimtz Parkway and Olive Road (53000
block of Olive Road). It is anticipated that the annexation area will be used for a parking lot; and
WHEREAS, the development will require a basic level of municipal public services of a
non-capital improvement nature, including 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 Board of Public Works now desires to establish and adopt a fiscal plan
and establish a definite policy showing: (1) the cost estimates of services of a non-capital nature,
including street and road maintenance, 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 of other governmental entities whose
jobs will be eliminated by the proposed annexation.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF PUBLIC WORKS 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 real property described more particularly at Page 14 of Exhibit “A” attached
hereto be annexed to the City of South Bend.
Section II. That it shall be and hereby is now declared and established that it is the policy
of the City of South Bend, by and through its Board of Public Works, to furnish to said territory
services of a non-capital nature, such as 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, 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 Board of Public Works shall and does hereby now establish and adopt
the Fiscal Plan, attached hereto and incorporated herein 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 costs for extensions, any improvements in sewer or water capacity, and a
City-approved drainage system to be paid for by the developer, all in compliance with state and
local law; that no additional street lighting will be necessary and any future lighting especially of
a decorative nature or with underground wiring will be at the developer/owner’s expense; and that
no new roads or streets will be required.
Section IV. Sidewalks should be provided by the owner/developer along public streets and
must comply with the Americans with Disabilities Act (ADA) under the PROWAG standards.
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.
Adopted the day of , 2023.
March 14, 2023
14th. March
Exhibit “A”
THE CITY OF SOUTH BEND
FISCAL PLAN
RESURRECTION LUTH E R AN
A NNEXATION AREA
Prepared by
City of South Bend
Department of Community Investment
February 20, 2023
Resurrection Lutheran 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 & 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. Neighborhood Services & Enforcement
E. Environmental Services
F. Administrative Services
SECTION IV. LAND USE ANALYSIS & DEVELOPMENT CRITERIA .......................10
SECTION V. FISCAL IMPACT ...............................................................................11
Fiscal Impact: TABLE 1
Legal Description ......................................................................................................13
Map: MAP 1 ....................................................................................................14
Resurrection Lutheran 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 German Township, St. Joseph County, Indiana (hereinafter,
“Annexation Area”), and was developed through the cooperative efforts of the following City
Departments:
Legal Department
Department of Public Works
South Bend Fire Department
South Bend Police Department
Department of Community Investment
Department of Administration & Finance
SECTION II. GENERAL DATA
A. Location
The Annexation Area is located at the southeast corner of Nimtz Parkway and Olive Road
(53000 block of Olive Road). See Map 1.
B. Legal Description
The Annexation Area is part of the East Half of the Northwest Quarter of Section 30, Township
38 North, Range 2 East, in German Township, St. Joseph County, Indiana. For a complete
legal description, see Page 13.
C. Contiguity
The Annexation Area is at least 1/8 (12.5%) contiguous to the current City limits:
Contiguous 1,037.8 feet 100.0%
Non-Contiguous 0.0 feet 0.0%
Total 1,037.8 feet 100.0%
D. Size of Annexation Area
The Annexation Area is approximately 1.15 acres.
Resurrection Lutheran Annexation Area 4
E. Buildings & Land Use
The Annexation Area contains vacant land. An expansion of the adjoining Resurrection
Lutheran Academy parking lot and landscaping area are proposed for the land.
F. Zoning & Subdivisions
The two properties in the Annexation Area are currently zoned A Agricultural District in St.
Joseph County. With the annexation ordinance, the properties would automatically be zoned
as S1 Suburban Neighborhood 1 in the City. The Annexation Area does not fall within any
subdivision of record.
G. Population
No 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 2022 payable 2023. The total tax rate for unincorporated
German Township is 2.4383 per $100 of taxable real estate. The total tax rate for South
Bend German Township is 5.2560 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
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.
Resurrection Lutheran Annexation Area 5
I. Parcel Ownership & Assessments
Parcel Identification
Number Address Parcel Owner
Assessed
Value
(Total)
004-1020-033402
Vacant lot, southeast
corner Olive Road &
Nimtz Parkway
Michiana Lutheran
Education Association Inc. $ 500
004-1020-0335
Vacant lot, southeast
corner Olive Road &
Nimtz Parkway
Michiana Lutheran
Education Association Inc. $1,500
Total Assessments
Land: $2,000
Improvements: $ 0
Total (Gross): $2,000
Total (Net): $2,000
Assessments are based on 2022 payable 2023 St. Joseph County property tax records.
J. Municipal Legislative District
The Annexation Area will be in the 1st District.
K. Hiring Plan
This annexation is not anticipated to result in the elimination of jobs for employees of any
other governmental entities. The German Township Trustee has been notified of this
proposed annexation.
Resurrection Lutheran Annexation Area 6
SECTION III. MUNICIPAL SERVICES
A. Public Works
Sewer – A 36”-diameter sanitary sewer runs along Nimtz Parkway, while a 12”-diameter
sanitary sewer runs along Olive Road. Sanitary sewers discharge to a lift station on Nimtz
Parkway. Resurrection Lutheran Academy is already connected to the sewer, so the
annexation is not expected to impact capacity.
Development of the site requires City approval of a drainage plan that meets the City’s
requirement to store on site all runoff from developed areas. Connection to the City storm
sewer is not permitted.
Water - The South Bend Water Works currently has a 16” water main on Olive Road and a 12”
water main on Nimtz Parkway. This water main would provide sufficient capacity for the
Annexation Area. Resurrection Lutheran Academy is already connected to City water.
Extensions of or taps into sanitary sewer and water lines shall be governed by state law and
the rules and regulations of the South Bend Water Works and Sewer Utility. The Annexation
Area may be subject to system development charges for both water and sewer services.
Streets – All or most of the adjoining Nimtz Parkway and Olive Road rights-of-way are already
within city limits. The property owner may need to provide sidewalks upon future
development.
Street Lighting – Nimtz Parkway has street lighting, and one streetlight on Olive Road is
adjacent to the annexation area. Should any additional street lighting be necessary, it can be
provided on wood poles with overhead wiring through an ongoing contract with Indiana
Michigan Power. If the owner wishes to construct and dedicate additional street lighting,
especially of a decorative nature or with underground wiring, 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.
2022 Actual Budget Report for the Department:
Expenditures: $29,003,569
Miles of Roadway in City: @502
Cost per Mile: @$57,776
New Mileage within Area: @0.0 miles (0 feet)
Estimated Maintenance Cost
for Annexation Area per year: @$0
Resurrection Lutheran Annexation Area 7
B. Police Department
The Annexation Area would be added to the existing Beat 22. Police patrols 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.
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
found 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.
2022 Actual Budget Report for the Department:
Expenditures (including pension cost): $48,612,569
Number of Households in City (2021): @42,707
Cost per Household: @$1,138
Number of Parcels in City (2023): @47,600
Cost per Parcel: @$1,021
Proposed Number of Households in Area: 0
Proposed Number of Parcels in Area: 2
Cost for Annexation Area per year: $2,042 (2 parcels x $1,021 / parcel)
Resurrection Lutheran Annexation Area 8
C. Fire Department & EMS
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 #11, located at
3505 N. Bendix Drive, approximately 3.2 miles away. Additional Fire Department units would
respond from Fire Station #7 at 1616 Portage Avenue, which is approximately 5.5 miles away,
and Fire Station #4 at 220 N. Olive Street, which is approximately 5.6 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 any development takes place.
Emergency Medical Response – The City will provide emergency medical response to the
Annexation Area. This area will be serviced by Medic #11, which is at Fire Station #11,
located at 3505 N. Bendix Drive (approximately 3.2 miles away).
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.
2022 Actual Budget Report for the Department:
Expenditures (including pension cost): $41,394,980
Number of Households in City (2021): @42,707
Cost per Household: @$969
Number of Parcels in City (2023): @47,600
Cost per Parcel: @$870
Proposed Number of Households in Area: 0
Proposed Number of Parcels in Area: 2
Cost for Annexation Area per year: $1,740 (2 parcels x $870 / parcel)
Resurrection Lutheran Annexation Area 9
D. Neighborhood Services & Enforcement
The Annexation Area will be added to Area 5. The Division of Neighborhood Services &
Enforcement will be able to provide services to the Annexation Area with comparable response
times. The Division 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.
2022 Actual Budget Report for the Division:
Expenditures: $7,323,118
Number of Parcels in City (2023): @47,600
Cost per Parcel: @$154
Proposed Number of Parcels in Area: 2
Cost for Annexation Area per year: $308 (2 parcels x $154 / 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 commercial or industrial customers are generally not served by the
Bureau of Solid Waste. However, the Bureau of Solid Waste can provide service to small
commercial customers at 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 Venues Parks & Arts.
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, 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.
Resurrection Lutheran Annexation Area 10
SECTION IV. LAND USE ANALYSIS & DEVELOPMENT CRITERIA
This proposed annexation will add two vacant properties to the City of South Bend. The
petitioner proposes to use the Annexation Area for an expansion of the parking area for the
Resurrection Lutheran Academy, located on adjacent lots already within city limits. The
Annexation Area is presently zoned A Agricultural District in unincorporated St. Joseph County.
Light industrial uses zoned I Industrial District in the City are located to the north. To the east
is wooded land zoned I Industrial District in the City. To the south is vacant land, also owned
by the Michiana Lutheran Education Association, zoned S1 Suburban Neighborhood 1 in the
City. To the west are vacant lots zoned S1 Suburban Neighborhood 1 in the City.
The parcels in the annexation area are property remnants resulting from the expansion of the
Nimtz Parkway-Olive Road intersection in the early 2000s. The petitioner proposes expanding
the parking and landscaping area to the west of the existing Resurrection Lutheran Academy
building and parking lot.
Any improvements or future changes must meet the City’s applicable building, zoning, and
subdivision ordinances.
Resurrection Lutheran Annexation Area 11
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, if any, 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 2022 payable 2023 tax
information, assessments of comparable developments, 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.
BOARD OF PUBLIC WORKS
AGENDA ITEM REVIEW REQUEST FORM
Date March 6, 2023
Name Michael Divita Department DCI
BPW Date March 14, 2023 Phone Extension 5843
Review and Approval Required Prior to Submittal to Board Diversity Compliance
and Inclusion Officer Officer Name BPW Attorney Attorney Name
Dept. Attorney Attorney Name Aladean DeRose
Purchasing
Check the Appropriate Item Type – Required for All Submissions
Professional Services Agreement Contract Proposal
Open Market Contract Amendment/Addendum Special Purchase, QPA
Bid Opening Bid Award Req. to Advertise Title Sheet
Quote Opening Quote Award Reject Bids/Quotes
Proposal Opening C/O & PCA No. PCA
Chg. Order, No. Traffic Control Resolution
Other: Ease./Encroach
Required Information
Company or Vendor Name
New Vendor Yes If Yes, Approved by Purchasing
No
MBE/WBE Contractor MBE
WBE Completed E-Verify Form Attached Yes
No
Project Name
Project Number
Funding Source
Account No.
Amount
Terms of Contract
Purpose/Description Adoption of a Fiscal Plan for the Resurrection Lutheran Annexation Area
_______________________________________________________________
____________________________________________________________
For Change Orders Only
Amount of
Increase
Decrease
$
($ )
Previous Amount $
Current Percent of Change:
Increase
Decrease
%
( %)
New Amount $
Total Percent of Change:
Increase
Decrease
%
( %)
Time Extension Amount:
New Completion Date:
Resurrection Lutheran Annexation Area 12
TABLE 1
Summary Table – Estimated Fiscal Impact
Expenditures Capital
(Est.)
Non-Capital
Per Year (Est.) Notes 5-Year Total
Street Construction $0 $0
Sewer Extension $0
Connection at
petitioner’s
expense
$0
Water Extension $0
Connection at
petitioner’s
expense
$0
Street Lights $0 $0
Street Maintenance $0 $0 $0
Police $0 $2,042 $10,210
Fire $0 $1,740 $8,700
Neighborhood
Services $0 $308 $1,540
Approximate 5-Year Expenditures $20,450
Revenues Notes Total (Est.) 5-Year Total
Property Taxes
(to City)
Year 1 $0
$0
Year 2 $0
Year 3 $0
Year 4 $0
Year 5 $0
MVH/LRSA Estimated at revenue
per mile of $30,210 $0 $0
Approximate 5-Year Revenues $0
While costs are calculated for the two parcels included in the annexation area, this estimate
likely vastly overstates the cost to serve it. The parcels are anticipated to be incorporated into
the existing Resurrection Lutheran Academy property, which is already in the city limits. The
marginal cost to provide services to an expanded site should be negligible. Parcels within the
annexation area are presently tax-exempt.
Resurrection Lutheran Annexation Area 13
LEGAL DESCRIPTION
Part of the East Half of the Northwest Quarter of Section 30, Township 38 North, Range 2
East, German Township, St. Joseph County, Indiana, being more particularly described as
follows:
Starting at the Northwest corner of the East Half of the Northwest Quarter of Section 30,
Township 38 North, Range 2 East (being the intersection of the Cleveland Road/Nimtz
Parkway and Olive Road centerlines); thence South 40 feet, more or less, to the South Right-
of-Way Line of Nimtz Parkway extended; thence East 20 feet, more or less, to the Point of
Beginning, which lies on the South Bend corporate limits; thence East 128.50 feet, more or
less, along the South Right-of-Way Line of Nimtz Parkway to the north-south South Bend
corporate limits; thence South 390.40 feet, more or less, along the north-south South Bend
corporate limits to the east-west South Bend corporate limits; thence West 128.5 feet, more
or less along the east-west South Bend corporate limits to the north-south South Bend
corporate limits; thence North 390.4 feet along the north-south South Bend corporate limits to
the Point of Beginning. Containing 1.15 acres, more or less.
Resurrection Lutheran Annexation Area 14
MAP 1