HomeMy WebLinkAbout25-24 Resolution Adopting a Written Fiscal Plan and Establishing a Policy for the Provision of Services to the Edison Sundown Annexation Area rso„,„gp Filed in Clerk's Office
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Bianca Tirado
x x City Clerk, South Bend, IN
1865
CITY OF SOUTH BEND
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April 22, 2025
Canneth Lee, 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 German Township (Edison Sundown Annexation
Area)
Dear President Lee:
I am attaching for filing the above resolution, which is a companion to Bill No. 14-25.
That bill proposes to voluntarily annex contiguous territory in German Township to the
City of South Bend. This resolution provides for the Common Council's adoption of the
written plan and policy concerning the provision of services, both capital and non-capital,
to the territory to be annexed.
This 8.9-acre annexation area contains two parcels north of the intersection of Edison
Road and Sundown Road, plus adjacent right-of-way. 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 agenda of the April 28, 2025,
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 (574) 235-7625. Thank you.
Since ly,
ni Morrell
Principal Development Planner
EXCELLENCE ACCOUNTABILITY 1 INNOVATION INCLUSION EMPOWERMENT
1400S County-City Building 227 W.Jefferson Bvld. South Bend,Indiana 46601 p 574.235.9371 www.southbendin.gov
Filed in Clerk's Office
APR 2 2 2
BILL NO. 25-24 Bianca Tirado
RESOLUTION NO. City Clerk, South Bend, IN
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 GERMAN TOWNSHIP
(EDISON SUNDOWN 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 Section I of this Resolution; and
WHEREAS, the territory proposed to be annexed encompasses approximately 8.9 acres of
land,which property is at least 12.5%contiguous to the current City limits, i.e.,45.8%contiguous,
generally located north of the intersection of Edison Road and Sundown Road (24355 Edison
Road). It is anticipated that the annexation area will be used primarily for warehousing; and
WHEREAS, 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 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 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.
1
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 real property described more particularly at Page 14 of Exhibit "A" attached
hereto be annexed to the City of South Bend.
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 and fully 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; that no
new public streets will be required.
Section IV. Sidewalks should be provided along public streets as required 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 improvements or
alterations to the property meet the City of South Bend's building, zoning, and subdivision
requirements.
Section VI. This Resolution shall be effective from and of the date of adoption by the
Common Council.
2
Canneth Lee, Council President
South Bend Common Council
Attest:
Bianca L. Tirado, City Clerk
Office of the City Clerk
Presented by me, the undersigned Clerk of the City of South Bend, to the Mayor of the
City of South Bend, Indiana on the day of , 2025, at
o'clock .m.
Bianca L. Tirado, City Clerk
Office of the City Clerk
Approved and signed by me on the day of , 2025, at o'clock .m.
James Mueller, Mayor
City of South Bend, Indiana
3
Exhibit "A"
Filed in Clerk's Office
r•+
`` APR 2 2 2025
Bianca Tirado
City Clerk,South Bend, IN
THE CITY OF SOUTH BEND
FISCAL PLAN
EDISON SUNDOWN
ANNEXATION AREA
Prepared by
City of South Bend
Department of Community Investment
March 25, 2025
Edison Sundown 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 11
SECTION V. FISCAL IMPACT 12
Fiscal Impact: TABLE 1
Legal Description 14
Map: MAP 1 15
Edison Sundown 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 north of the intersection of Edison Road and Sundown Road
(24355 Edison Road). See Map 1.
B. Legal Description
The Annexation Area is part the Southeast Quarter of Section 31,Township 38 North, Range 2
East, in German Township, St. Joseph County, Indiana. For a complete legal description, see
Page 14.
C. Contiguity
The Annexation Area is at least 1/8 (12.5%) contiguous to the current City limits:
Contiguous 1,204.4 feet 45.8%
Non-Contiguous 1,427.0 feet 54.2%
Total 2,631.4 feet 100.0%
D. Size of Annexation Area
The Annexation Area is approximately 8.9 acres.
Edison Sundown Annexation Area 4
E. Buildings& Land Use
The Annexation Area contains two buildings totaling 43,000 square feet. The petitioner seeks
to utilize the site for warehousing and to construct a 13,000 square foot addition.
F. Zoning&Subdivisions
The two properties in the Annexation Area are currently zoned I Industrial District in St. Joseph
County. With the annexation ordinance, the properties would automatically be zoned as I
Industrial in the City. The Annexation Area falls within the I.P.0 Minor Subdivision.
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 2024 payable 2025. The total tax rate for unincorporated
German Township is 2.3800 per $100 of taxable real estate. The total tax rate for South
Bend German Township is 4.9602 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.
Edison Sundown Annexation Area 5
I. Parcel Ownership &Assessments
Parcel Identification Assessed
Number Address Parcel Owner Value
(Total)
004-1021-036804 24355 Edison Road Fort Wayne Logistics LLC $283,600
004-1021-036803 24355 Edison Road Fort Wayne Logistics LLC $131,100
Total Assessments
Land: $115,800
Improvements: $298,900
Total (Gross): $414,700
Total (Net): $414,700
Assessments are based on 2024 payable 2025 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.
Edison Sundown Annexation Area 6
SECTION III. MUNICIPAL SERVICES
A. Public Works
Sewer - The nearest available public sewer is on Ardmore Trail. The sewer cannot be
extended without approval from the Board of Public Works, including conformance with
Resolution 17-2021 on Sewer and Water Extension Policy for Areas Outside of the City Limits.
St. Joseph County approval would also be required to extend utilities along St. Joseph County
right of way. Any extension of sewer is the sole expense of the developer.
Water-The nearest water line is located north of the edge of pavement in the Edison Road
right of way. The line is a 16" ductile iron main.There is a pressure regulating valve and one
hydrant along this main. A Utility Verification Form and System Development Charges would be
required to connect to the existing water main.
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.
Development of the site requires development of a Drainage Plan. No public storm sewer is
available to the site. Retention basins and low impact means to promote infiltration of
surface water will be required. The developer will also be required to generate an erosion
control plan and obtain a permit.
Subdivision of land will require minimum frontage on public rights-of-way to current standards,
or to development standards adopted for this development that meet or exceed the Zoning
Ordinance and the Standards for Design and Construction.
Streets -Upon annexation, 726 feet of Edison Road will be added to the City. A City permit will
be needed to add or change driveway access to the property. A portion of the St. Joseph
Valley Parkway will also be added, but it will continue to be maintained by INDOT. The
developer may be required to build public sidewalk as part of the development process.
Street Lighting - There is no street lighting on Edison Road. No additional street lighting is
necessary for this annexation area. Should any additional street lighting be desired, it can be
provided on wood poles with overhead wiring through an ongoing contract with Indiana
Michigan Power.
Waivers of Annexation - No waiver of annexation is in effect for this area.
Edison Sundown Annexation Area 7
2024 Actual Budget Report for the Department:
Expenditures: $35,811,357
Miles of Roadway in City: @502
Cost per Mile: @$71,337
New Mileage within Area: @0.14 miles (726 feet)
Estimated Maintenance Cost
for Annexation Area per year: @$9,987
Edison Sundown Annexation Area 8
B. Police Department
The Annexation Area would be added to the existing Beat 24. 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 may be slightly longer than 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.
2024 Actual Budget Report for the Department:
Expenditures (including pension cost): $54,972,592
Number of Households in City (2022): @41,488
Cost per Household: @$1,325
Number of Parcels in City (2024): @47,400
Cost per Parcel: @$1,160
Proposed Number of Households in Area: 0
Proposed Number of Parcels in Area: 2
Cost for Annexation Area per year: $2,320 (2 parcels x $1,160/ parcel)
Edison Sundown Annexation Area 9
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 #6, located at
4302 W. Western Avenue, approximately 3.3 miles away. Additional Fire Department units
would respond from Fire Station #11 at 3505 N. Bendix Drive, which is approximately 4.5
miles away.
Response times will be slower than best practice response times as designated by NFPA
1710. These standards note that a first engine should arrive within 4 minutes and a second
engine within 6 minutes at a fire suppression incident. The response time to the annexation
area will be comparable to other areas on the edge of the City, where it typically takes the first
engine 6-7 minutes to arrive and the second engine 10 minutes. Slower response times could
be addressed by an agreement to utilize automatic aid from fire stations closer to the
annexation area, by establishing a metro fire department and absorbing smaller departments
into South Bend, or by constructing a new fire station.
Otherwise, the South Bend Fire Department does not foresee any unusual fire protection
problems related to this annexation. 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 Fire Station #4, located at 220 N. Olive
(approximately 3.7 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.
2024 Actual Budget Report for the Department:
Expenditures (including pension cost): $45,654,950
Number of Households in City (2022): @41,488
Cost per Household: @$1,100
Number of Parcels in City (2024): @47,400
Cost per Parcel: @$963
Proposed Number of Households in Area: 0
Proposed Number of Parcels in Area: 2
Cost for Annexation Area per year: $1,926 (2 parcels x $963/ parcel)
Edison Sundown Annexation Area 10
D. Neighborhood Services & Enforcement
The Annexation Area will be added to Area 2. 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.
2024 Actual Budget Report for the Division:
Expenditures: $7,311,315
Number of Parcels in City (2024): @47,400
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.
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.
Edison Sundown Annexation Area 11
SECTION IV. LAND USE ANALYSIS & DEVELOPMENT CRITERIA
This proposed annexation will bring two properties into the City of South Bend. The petitioner
proposes utilizing the Annexation Area for warehousing. The Annexation Area is presently
zoned I Industrial District in unincorporated St. Joseph County. Farmland zoned I Industrial in
the City is located to the north and east. To the south, across Edison Road, are residential
dwellings zoned R Single Family District in unincorporated St. Joseph County. To the west,
across the St. Joseph Valley Parkway, is vacant land zoned I Industrial District in
unincorporated St. Joseph County.
According to a preliminary site plan, the petitioner proposes to retain the existing 43,000
square feet of warehouse space and construct a 13,000 square foot addition.
Any improvements or future changes must meet the City's applicable building, zoning, and
subdivision ordinances.
Edison Sundown 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, 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 2024 payable 2025 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.
Edison Sundown 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 $0 $0
Street Maintenance $0 $9,987 $49,935
Police $0 $2,320 $11,600
Fire $0 $1,926 $9,630
Neighborhood $0 $308 $1,540
Services
Approximate 5-Year Expenditures $72,705
Revenues Notes Total (Est.) 5-Year Total
Year 1 $7,091
Year 2 $13,760
Property Taxes Year 3 $13,760 $62,131
(to City)
Year 4 $13,760
Year 5 $13,760
MVH/LRSA Estimated at revenue $4,548 $22,740
per mile of $32,487
Approximate 5-Year Revenues $84,871
Revenue estimate based on $414,700 net assessment and capped tax rate of 3% of
$414,700 gross assessment in Year 1 and $804,700 net assessment and capped tax rate of
3% of $804,700 gross assessment for all years following.
Edison Sundown Annexation Area 14
LEGAL DESCRIPTION
A Part of the Southeast Quarter of Section 31, Township 38 North, Range 2 East, German
Township, St.Joseph County, Indiana, and being all of Lot 1 as said lot is known and
designated on the Recorded Plat of I.P.C. Minor Subdivision, Recorded in Plat Book 28, Page
1, in the St. Joseph County Recorder's Office; and also being a portion of lands conveyed to
the State of Indiana as described in Deed Record 688, Page 223, in said Recorder's Office;
and also being all of that land conveyed to State of Indiana as described in Instrument
Number 2021-13765; and a Part of the Northeast Quarter of Section 6, Township 37 North,
Range 2 East, Portage Township, St. Joseph County, Indiana, more particularly described as
follows:
Beginning at the Northeast Corner of said Lot 1; Thence Westerly, along the North Line of said
Lot 1 and said Line Extended, a distance of 679 Feet, more or less,to the West Line of the
Limited Access Right of Way of the US 20/US 31 Bypass (aka, St. Joseph Valley Parkway);
Thence Southerly, along the Westerly Line of said Right of Way, 267 Feet, more or less, to the
Northeast Corner of said State of Indiana Land-Instrument Number 2021-13765; Thence
Westerly, along the North Line of said land, 50 Feet; Thence Southerly, along the West Line of
said land, 50 Feet; Thence Easterly, along the South Line of said land, 50 Feet, more or less,
to the Aforementioned West Line of the US 20/US 31 Bypass; Thence Continuing Southerly,
along said West Line and said West Line Extended 236 Feet, more or less, to the North Line of
Voght's Edison Road Second Addition, Recorded in Plat Book 17, Page V-2, in said Recorder's
Office; Thence Easterly, along the North Line of said Voght's Edison Road Second Addition
and the North Line of Voght's Edison Road Third Addition, Recorded in Plat Book 17 Page V-1,
a distance of 720 Feet, more or less, to a point lying on the Southerly Extension of the East
Line of said Lot 1; Thence Northerly, along said Extended Line and the East Line of said Lot 1,
a distance of 553 Feet, more or less to the Point of Beginning;
Containing 8.9 acres, more or less.
Edison Sundown Annexation Area 15
MAP 1
Edison Sundown Annexation Area
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Edison Sundown Annexation Area 111111 City of South Bend
Prepared by the South Bend Department of Community Investment February 24,2025