HomeMy WebLinkAboutFiscal Plan for VOCO, Inc. Annexation Area in Penn TownshipAttest:
RESOLUTION
NO. 2871 -00
Passed by the Common Council of the City of South Bend, Indiana
May 22,
11
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Presented by me to the Mayor of the City of South Bend, Indiana
May 23,
20 00
City Clerk
President of Common Council
Approved and signed by me May 23 20 00 .
City Clerk
0
RESOLUTION NO.
A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND
ADOPTING A WRITTEN FISCAL PLAN AND ESTABLISHING A POLICY FOR THE
PROVISION OF SERVICES TO AN ANNEXED AREA IN PENN TOWNSHIP
(VOCO, INC., ANNEXATION)
WHEREAS, there has been submitted to the Common Council of the City of South Bend,
Indiana, an ordinance and a petition by more than 51 % of the property owners which proposes the
annexation ofthe real estate located in Penn Township, St. Joseph County, Indiana, more particularly
described in Section I of this Resolution, which Ordinance also proposes a change in zoning from
"R" Residential, to "C" Commercial, "A" Height and area, effective upon annexation; and
WHEREAS, the territory proposed to be annexed encompasses approximately 14 acres of
vacant, undeveloped land having general boundaries on the northeast corner of Ironwood and
Ireland Roads, which is approximately 76% contiguous to the current City limits. The development
of the territory proposed to be annexed will require a basic level of municipal public services,
including police and fire protection, street and road maintenance, sewage collection, solid waste and
yard pickup as well as recycling services, and services of a capital improvement nature, including
construction of streets and roads, a sewer collection system, a water distribution system, and a street
lighting system; and
WHEREAS, the Common Council of the City of South Bend, Indiana, now desires to
establish and adopt a fiscal plan and establish a definite policy showing: (1) the cost estimates of
services of a non - capital nature, including street and road maintenance, police and fire protection,
and other non - capital services normally provided within the corporate boundaries, and services of
a capital improvement nature, including a sewer collection system, a water distribution system, and
a street lighting system; (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 in standard and scope to similar non - capital services provided to
areas within the corporate boundaries of the City of South Bend, regardless of similar topography,
patterns of land use, or population density; (5) that the services of a capital improvement nature will
be provided to the annexed area within four (4) years after the effective date of the annexation in the
same manner as the services are provided to areas within the corporate boundaries of the City of
South Bend, regardless of similar topography, patterns of land use, or population density, and in a
manner consistent with federal, state and local laws; and (6) the plan for hiring the employees of
other governmental entities whose jobs will be eliminated by the proposed annexation; and
WHEREAS, the Board of Public Works of the City of South Bend, the Board of Public
Safety of the City of South Bend, and the Board of Water Works Commissioners 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 real property located in Penn Township, St. Joseph County, Indiana, described more
particularly as follows, be annexed to the City of South Bend:
That part of the Northwest quarter of Section 29, Township 37 North, Range 3 East,
Penn Township, St. Joseph County, Indiana which is described as:
Beginning at a point on the existing municipal corporate limit line which is N. 89°-
49'-19" E., 165.00 ft. more or less from a point on the West line of said Section 29,
which point is S. OOo- 00' -00" W., 1969.76 ft. from the Northwest corner of said
Section 29; thence N. 890- 49' -19" E. along said corporate limit line, 827.88 ft. to the
West line of a parcel of ground owned by Edward Rose of Indiana and known as tax
Key No. 26 -1034- 0578.01 in the records of the Auditor of St. Joseph County,
Indiana; thence S. OOo- 05' -50" E. along said West line and its southerly extension,
678.87 ft. more or less to the South right -of -way line of Ireland Road; thence S. 89°-
57-24" W. along said South line, 652.57 ft. more or less to the existing corporate line
of the City of South Bend; thence along said corporate line, N. OOo- 08' -23" E., 70.00
ft. more or less to the North line of Ireland Road; thence S. 89o- 57' -24" W., 300.96
ft. more or less along said North line of Ireland Road and its westerly extension and
said corporate line of the City of South Bend to a point of intersection with the East
line of Ironwood Road extended South; thence continuing along said corporate line
and the East line of Ironwood Road and its southerly extension, N. OOo - 00' -00" E.,
325.00 ft. more or less; thence continuing along said corporate line for the next two
courses, N. 900- 00' -00" E., 125.00 ft. more or less and N. OOo-00' -00" E., 300 ft.
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 famish services to said territory of a non - capital nature, such as street and
road maintenance, police and fire protection, street sweeping, flushing, and snow removal, sewage
collection, solid waste and yard pick -up as well as recycling services, within one (1) year of the
effective date of the annexation, in a manner equivalent in standard and scope to the services
furnished by the City to other areas of the City regardless of similar topography, patterns of land use,
or population density; and to furnish to said territory services of a capital improvement nature, such
as a sewer collection system (existing), a water distribution system (existing water main), road
construction (to be done and paid for by the developer), and a street lighting system (to be done and
paid for by the developer), within four (4) years of the effective date of the annexation in the same
manner as those services are provided to areas within the corporate boundaries of the City of South
Bend regardless of similar topography, patterns of land use, or population density, and in a manner
consistent with federal, state and local laws, procedures, and planning criteria.
Section III. The South Bend Common Council for the City of South Bend shall and does
hereby now establish and adopt the fiscal plan described in Exhibit "A ", attached hereto and made
a part hereof, for the furnishing of said services to the territory to be annexed.
Section IV. This Resolution shall be in full force and effect from and of its date of adoption
by the Common Council and approval by the Mayor.
PRESENTED S -27--06
NOT APPROVED
ADOPTED 5 -22-6b
Member, South Bend Common Council
Filed In Clerk's Office
MAY 9 0 2000
LCRETTAJ. WDA
CITY CLERIC, 80. BEND, K
CITE' OF SOUTH BEND
VOCO, Inc.
Annexation Area
FISCAL PLAN
Penn Township
Stephen J. Luecke - Mayor
South Bend City Council
James Aranowski
Charlotte Pfeifer
Roland Kelly
Karl King
David Varner
Andy Ujdak
Sean Coleman
Al Kirsits
Karen White
Division of Plannine & Neiehborhood Development
Pam Meyer, Director -C &ED
Larry Magliozzi, Assistant Director
April ?000
VOCO, Inc. 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
D.
Code Enforcement
E.
Environmental Services
F.
Administrative Services
SECTION IV. FISCAL IMPACT .. ............................... 7
SECTION V. APPROVAL ....... ............................... 9
Legal Description ............ ............................... 10
TaxRates .................. ............................... 11
Map.................. ............................... 12
VOCO, Inc. 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 Perm Township, St. Joseph County (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 located at the northeast corner of Ironwood and Ireland Roads. See Map 1.
B. Legal Description
The Annexation Area is part of the Northwest Quarter of Section 29, Township 37 North, Range 3
East, Perm Township, St. Joseph County, Indiana. For a complete legal description see Table 1.
C. Contiguity
The Annexation Area is at least 1/8 (12.5 %) contiguous to the current City limits:
Contiguous Non - Contiguous Total (approx.)
2,728.71 feet 861.92 feet 3,590.63 feet
76% 24% 100.00%
VOCO, Inc. Annexation Area 4
D. Size of Annexation Area
The Annexation Area is 13.37 acres in area.
E. Buildings and Land Use
The site is vacant.
F. Zoning & Subdivisions
The site is zoned "R" Residential in unincorporated St. Joseph County. The Area is proposed to
be zoned "C" Commercial upon annexation. There is no recorded subdivision as of the date of the
preparation of this fiscal plan.
G. Population
There is no resident population within the Annexation Area.
H. Tax Rate
The tax rates used are those of 1999 payable in 2000.
The Township Rate will decrease by $.4478 per $100.00 of assessed valuation with the deletion of
the Fire Fighting Fund, Fire Debt Fund and the Cumulative Fire assessments.
The tax rate for the Annexation Area will increase by $7.7255 with the addition of the City and
Town Rate, the Redevelopment District Rate and the South Bend Transpo Rate.
The net increase in property taxes will be $7.2777 per $100.00 of assessed valuation. Table 2
shows representative tax rate information as published by the St. Joseph County Auditor.
I. Assessments
1999 payable 2000, St. Joseph County Auditor property tax records:
Land: $1,630
Improvements: $0
Non - Profit: $0
Net: $1,630
J. Municipal Legislative District
The Annexation Area will be in the 5th District.
WCO, Inc. Annexation Area j
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 Penn Township Trustee has been notified of this annexation.
SECTION III. MUNICIPAL SERVICES
A. Public Works
Sewer - An existing 15 -inch sanitary sewer is located on the north side of Ireland Road. There is
a 30 -inch sewer in Ironwood Road, but it is not practical to use it.
Water - There is an existing 12 -inch water main on the south side of Ireland Road which could
provide service. There is sufficient flow and pressure, and therefor adequate capacity.
Drainage - Clyde Creek runs through the Annexation Area. It may be used to dispose of storm
water in accordance with regulation by the Indiana Department of Natural Resources and
Environmental Management, as well as the U.S. Corps of Engineers.
Public .Streets - No new public streets are proposed. The Street Department currently performs
street sweeping, flushing, snow removal and street maintenance on Ironwood and Ireland Roads.
No additional roadway mileage will be increased with this annexation.
Street Lighting - Some street lighting will be needed on Ireland Road. The capital cost is
estimated at less than $2,000. Annual operating, cost will be less than 51,000. The developer
within the Annexation Area will be required to pay for the full capital cost associated with the
installation of the street lights. The City- will be responsible for the annual operating cost.
Waivers - No waivers of annexation are in effect.
Revenue to the Water Works and the Division of Environmental Services will be sufficient to
provide operation and maintenance of the water distribution facilities, the sewage collection
facilities, solid waste and yard waste pickup, as well as recycling services.
When fully developed, this annexation area is not expected to require major capital outlays for
public works vehicles or equipment.
Extensions of, or taps into sanitary sewer and water lines shall be governed by I.C. 36- 9 -22 -1
I.C. 8 -1.5 -3 and 4, and the rules and regulations of the South Bend Water Works and Sewer
Utility.
hic. Annexalion Area
B. Police Department
The Annexation Area will be added to Beat 15.
The 1999 Operating Budget for the Department was $19,295,757. This covered an area of
approximately 39 square miles, resulting in a cost per square mile of approximately $494,763.
Police patrols, traffic enforcement and emergency responses will be part of the services the City
will offer to the area. Police services and response time in this area can be expected to be
comparable and consistent with that as in other parts of the City.
The Police Department will respond to calls for service upon the reprogramming of the 911
Emergency Response System. This may occur approximately one month from the effective date of
the Annexation. Full and dedicated police response will be in place within one year of the
effective date of the Annexation.
C. Fire Department
The Annexation Area will be serviced primarily by Station #10, located at 5303 York Road
approximately one (1) mile 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.
The Fire Department will respond to calls for service upon the reprogranuning of the 911
Emergency Response System. This may occur approximately one month from the effective date of
the Annexation. Full and dedicated fire response will be in place within one year of the effective
date of the Annexation.
The 1999 Operating Budget for the Department was $13,633,896. This covered an area of
approximately 39 square miles, resulting in a cost per square mile of approximately $349,587.
D. Code Enforcement
The Annexation Area will be added to Territory 5.
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.
The 1999 Operating Budget for the Department was $1.348,104. This covered an area of
approximately 39 square miles, resulting in a cost per square mile of approximately $34,567.
Inc. Annexation Area
E. Environmental Services
7
Solid waste service is financed by a user fee and will be offered as needed. Current rates are
$8.00, $10.50, $13.00, and $15.00 per month for one, two, three, and four -unit dwellings
respectively. There is a discount for senior citizens. Businesses desiring to use the City's
sanitation service may do so at their request. The current rate is $10.00 per month.
F. Administrative Services
The City of South Bend provides a wide range of services other than those noted above, such as
Animal Control, Weights and Measures, Junk Vehicle, Unsafe Building, Legal Department, Youth
Services Bureau, etc.
The 1999 Operating Budget for the balance of these services was $11,351,193. This provided
services over an area of approximately 39 square miles, resulting in a cost per square mile of
approximately $291,056.
These services are available 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.
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 that will continue to provide the
same type and level of services to the Annexation Area.
County -wide services will continue to be supported by the County and Township tax rates that will
remain in effect.
SECTION IV. FISCAL IMPACT
I ) Essential city services and facilities are or can be made available to the residents of the Annexation Area.
2) The city is financially able to support city services to the territory sought to be annexed.
3) Certain improvements will be made by the petitioner and /or owner. Improvements must be made according the
development standards of the City of South Bend.
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. Property tax revenue
estimates are based on 1999 payable 2000 tax rates, taxes paid in previous years by a comparable
development, estimates of units built, and no tax abatements or adjustments. Tax rates are subject
to change every year. Other revenue estimates are based on revenue received in 1999.
Inc. Annexation Area
Summary Table - Fiscal Impact
Expenditures
Capital (est.)
Non - Capital
Per Year (est.)
Year
5 -Year
Lift Station / Sewer
$0.00
Maintenance fee
n/a
Water
$0.00
Maintenance fee
n/a
Street Lights
$2000.00
$1,000.00
2001
$7.000.00
Police
$0.00
$10,335.91
$51,679.54
Fire
$0.00
$4,67839
$23,391.96
Code
$0.00
$466.43
$2,332.12
Streets
$0.00
$0.00
$0.00
Administration
$0.00
$3,891.84
$19,459
Sanitation
$0.00
User fee
Total
$103,863
Revenues
Tax Year
Street Lights
Installation by Developer
2001
$2,000.00
Property Taxes
current unincorporated(S1630 val.)
99100
5167.18
1" year incorporated - vacant land
($1630 val)*
00 /01
$260
25 % built (S135,000val.)*
01/02
$21,000
50% built ($150,000 val.)*
02/03
$24,000
100% built ($300,000 val)*
03/04
$48,000
100% built*
04/05
$48,000
100% built*
05/06
$48,000
*estimated
Total
$(89,260
Inc. AIVneXatiOn Area
SECTION V. APPROVAL
Approved by the City of South Bend Common Council this day of 2000
VOCO, bee. Annexation Area 10
TABLE 1
LEGAL DESCRIPTION
THAT PART OF THE NORTHWEST QUARTER OF SECTION 29, TOWNSHIP 37 NORTH, RANGE
3 EAST, PENN TOWNSHIP, ST. JOSEPH COUNTY, INDIANA WHICH IS DESCRIBED AS:
BEGINNING AT A POINT ON THE EXISTING MUNICIPAL CORPORATE LIMIT LINE WHICH IS
N. 89- 49' -19" E., 165.00 FT. MORE OR LESS FROM A POINT ON THE WEST LINE OF SAID
SECTION 29, WHICH POINT IS S. 00 - 00' -00" W- 1969.76 FT. FROM THE NORTHWEST CORNER
OF SAID SECTION 29; THENCE N. 89 - 49' -19" E. ALONG SAID CORPORATE LIMIT LINE, 827.88
FT. TO THE WEST LINE OF A PARCEL OF GROUND OWNED BY EDWARD ROSE OF INDIANA
AND KNOWN AS TAX KEY NO. 26 -1034- 0578.01 IN THE RECORDS OF THE AUDITOR OF ST.
JOSEPH COUNTY, INDIANA; THENCE S. 00 - 05' -50" E. ALONG SAID WEST LINE AND ITS
SOUTHERLY EXTENSION, 678.87 FT. MORE OR LESS TO THE SOUTH RIGHT -OF -WAY LINE
OF IRELAND ROAD; THENCE S. 89 - 57' -24" W. ALONG SAID SOUTH LINE, 652.57 FT. MORE
OR LESS TO THE EXISTING CORPORATE LINE OF THE CITY OF SOUTH BEND; THENCE
ALONG SAID CORPORATE LINE, N. 00 - 08' -23" E., 70.00 FT. MORE OR LESS TO THE NORTH
LINE OF IRELAND ROAD; THENCE S. 89 - 57' -24" W., 300.96 FT. MORE OR LESS ALONG SAID
NORTH LINE OF IRELAND ROAD AND ITS WESTERLY EXTENSION AND SAID CORPORATE
LINE OF THE CITY OF SOUTH BEND TO A POINT OF INTERSL= 'CTION WITH THE EAST LINE
OF IRONWOOD ROAD EXTENDED SOUTH; THENCE CONTINUING ALONG SAID CORPORATE
LINE AND THE EAST LINE OF IRONWOOD ROAD AND ITS SOUTHERLY EXTENSION, N. 00
- 00' -00" E., 325.00 FT. MORE OR LESS; THENCE CONTINUING ALONG SAID CORPORATE LINE
FOR THE NEXT TWO COURSES, N. 90 - 00' -00" E., 125.00 FT. MORE OR LESS AND N. 00 -00'-
00" E., 300 FT. MORE OR LESS TO THE POINT OF BEGINNING.
CONTAINING 13.37 ACRES MORE OR LESS.
SUBJECT TO ALL LEGAL HIGHWAYS, EASEMENTS AND RESTRICTIONS OF RECORD.
Inc. Annexation Area
A E2
' - - - -- -
-
TAX- RATE-INFORMATION_ -=Penn Township
- _ -- _ - -
--- -- - -- -_ -- -
` - - ---
- -_ ---- -'
- - -- PENN - -
-" - -0 /a OF -" "' - - -- -SOUTH-SEND 'TAX
RATE
--- 1 /°-OF "-
-FUND
TOWNSHIP—
"TOTAL- RATE " " - "- - PENN
- DIFFERENTIAL -"
"TOTAC RATE-
Total -State Rate_.
0.01 -- -
- _ 0:09% - 0.01
- -Or05% - -
Total County Rate
3 -.1142
- - 2742% -- -- 31142
--
-1671 % - --
`Township Fund_ _-
;____ "0.- -0237- - --
- -- __ _- 00237
-Poor-Relief Fund -- --
"- 0.0205 - -"
" _- - _- - 0.0205
-
-- _ - -- - - - - -'
Fire Fighting" "Fund _ -_
_ 0 :193--.
_. _. _. - -_.. -
- .0.193
._Fire - Debt-Fund - - ___..
:-
-01678
.._ - -,.. -..
_0:1678
Cumulative -Fire- - _._:..
_.- 0:087. -
_ - - _. .' - _. '
-0.087
Township Recreation Fund'
- 0.0266 -
_ -__ - - - 0.0266 -
- _ -
- - - --- - -
.. Total-rownship Rate- .. -._.
___.0.- 5186- ....
-.__ -- 4:57 %- __ --.__ __.-- 0..0708 ..
_- ._.
_...- 0.38 0W - - -- -..
Total-School Rate - - -
- -7.08 -
- -- -- 62:33 % - - - _ - - - - 7.08 - - "
- - -
-
- - 37:99% _-
- - - --
' Total - LibraryY7ate ....._" -
- -- - 0:5139 - - - --
-----4-.52-/.--- -- "- 0:5139
TotalCity/Town72a-te - - - -'—
- - -- - -- - "7:3307 -_
_- 7.3307 - - --
-- 39:34% - --
'7 otalRedeve7opmeni --
-
-
— DistMcctRate -- -
- --
-- - - -...- 0.0954_ _ .......
_...0.0954 - -
- -- _-- 0- :51 % -- - - --
:Totall Airport-Rate---- ---
-0 -1219
-0.1219- - ..__.
_. _ _ ....--
-- OB5°/d - --
'South Bend -Trarispo - - - -
--
-- -- -0.2994- '- -
-- - - -02994
TOTAL-TAX -RATES - _--- -
" - - -- _11:3586 - - -
-- -- 100.00 -- -- 186363 - --
- 7.2777
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• ^ °•^ City Limits
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Prepared by the Division of
Planning & Neighborhood
Development,
N
City of South Bend, IN