HomeMy WebLinkAboutFiscal Plan for Fiskars Properties Annexation Area in German TownshipAttest
RESOLUTION
NO. 2579 -98
Passed by the Common Council of the City of South Bend, Indiana
March 23, I9 98 .
Clerk
Attest: L ,/ President of Common Council.
Presented by me to the Mayor of the City of South Bend,
March 25, iv 98 .
Approved and signed by me
City Clerk
March 26 19 98 _.
Mayor
RESOLUTION NO. Z72-99
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 GERMAN TOWNSHIP
(FISKARS ANNEXATION)
WHEREAS, there has been submitted to the Common Council of
the City of South Bend, Indiana, an ordinance which proposes the
annexation of the real estate described hereinafter as Exhibit
"A ", located in German Township, St. Joseph County, Indiana; and
WHEREAS, the territory proposed to be voluntarily annexed by
more than 510 of the owners, consists of approximately 1.8 acres
currently vacant, but proposed to be developed into a small
office complex. It is generally located on the south side of
Brick Road approximately 250' east of the New Cleveland Road
Extension, with approximately 57% of its aggregate external
boundaries coinciding with the boundaries of the City of South
Bend. The development of the territory proposed to be annexed
will require a basic level of municipal public services,
including fire and police protection, street and road
maintenance, and services of a capital improvement nature,
including sewer and water facilities; 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 sewer and
water; (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
appropriate and the adoption of which as the plan and policy for
the City of South Bend, the Common Council finds to be in the
best interests of the City.
NOW, THEREFORE, BE IT RESOLVED BY THE COMMON COUNCIL OF THE
CITY OF SOUTH BEND, INDIANA, AS FOLLOWS:
Section I. That 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 German Township, St. Joseph County, Indiana,
described in Exhibit "A" attached hereto and made a part hereof,
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, to
furnish services to said territory of a non - capital nature, such
as street and road maintenance, police and fire protection 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
sewer and water facilities, 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. That 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 "B ", attached hereto and
made a part hereof, for the furnishing of said services to the
territory to be annexed.
Section IV. This
effect from and of its
approval by the Mayor.
PRESENTED 3-)3-79 2 Q
NOT APPROVED
ADOPTED 3 22_�L�
Resolution shall be in full force and
date of adoption by the Common Council and
Member, South Bend Common Council
Filed in Clerk's Office
MAR -:9 1998
LOREiTAJ, DWA
CRYCM KSM BEND. DL
A parcel of land being a part of the West Half of the West
Half of the Northwest Quarter of Section 20, Township 38 North,
Range 2 East, German Township, St. Joseph County, Indiana and
being more particularly described as follows:
Beginning at a point on the North line of said Quarter
Section, a distance of 99.00 feet South 890 33'38" West of the
Northeast corner of said West Half of the West Half of the
Northwest Quarter; thence South 000 45105" East, a distance of
164.87 feet; thence North 890 33138" East, parallel with said
North line, a distance of 99.00 feet to a point on the East line
of said West Half of the Northwest Quarter; thence South 000
45108" East, along said East line a distance of 401.47 feet to
the Northerly right -of -way line of the Cleveland Road Extension;
thence Northwesterly along a curve to the right delineating said
Northerly right -of -way, said curve having a radius of 1332.39
feet, a central angle of 000 59120" and limited in length by a
chord of 23.00 feet that bears North 370 06130" West to a point
of tangency; thence North 340 52'30" West, a distance of 230.31
feet to a point of curvature; thence Northwesterly along a curve
to the left having a radius of 1054.93 feet, a central angle of
070 22112" and limited in length by a chord of 135.60 feet that
bears North 380 33136" West to its intersection with the East
line of Lot 1 in the plat of Kiskowski 2nd Minor Subdivision, the
same being shown and designated as instrument number 9130240 in
the office of the Recorder of St. Joseph County, Indiana; thence
North 000 44126" West, along said East line, a distance of 291.26
feet to the North right -of -way line of Brick Road; thence North
890 33138" East, along said North right -of -way line, a distance
of 126.91 feet; thence South 000 45105" East, a distance of 40.00
feet to the place of beginning.
Exhibit "A"
LEGAL DESCRIPTION
FISKARS ANNEXATION
Filed in Clerk's Office
E R 8 1998
LORMAJ. DWA
MCLEM 30. BEND, K
City of South Bend
Fiskars Properties
Annexation Area
FISCAL PLAN
German Township
Stephen J. Luecke - Mayor
South Bend City Council
James Aranowski
Charlotte Pfiefer
Rolland Kelly
John Broden
David Varner
Andy Ujdak
Sean Coleman
John Hosinski
Rod Sniadecki
Division of Planning and Neighborhood Development:
Pam Meyer, Director
Larry Magliozzi, Assistant Director
February 1998
Filed in Clerk's Office
E s 1998
LCEERAJ. WDk
CITYCLEW B6. BEND, IN
Fiskars Properties Annexation 2
SECTION I.
SECTION II.
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
K.
SECTION III.
A.
B.
C.
D.
E.
F.
SECTION IV
SECTION V
anxftscv fts
TABLE OF CONTENTS
INTRODUCTION ............................ 3
GENERAL DATA ............................ 3
Location
Legal Description
Contiguity
Size
Buildings and Land Use
Zoning and Subdivisions
Population and Density
Tax Rate
Assessments
Councilmanic District
Hiring Plan
MUNICIPAL SERVICES ...................... 5
Public Works
Police Department
Fire Department
Code Enforcement
Environmental Services
Administrative Services
FISCAL IMPACT ............................ 7
APPROVAL ............................... 7
Maps, Tables and Legal Description
Fiskars Properties Annexation
SECTION I. INTRODUCTION
A. General
This Fiscal Plan represents the City of South Bend's (hereinafter, "City") policy for the voluntary
annexation of property in German 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
The petition for voluntary annexation into the City was filed with the City Clerk's office on
February 4, 1998 and received first reading by the Common Council on February 9, 1998.
SECTION II. GENERAL DATA
A. Location
The Annexation Area is generally located on the south side of Brick Road, approximately 250 feet
east of New Cleveland Road Extension. An Annexation Map, Map 1, can be found in the
Appendix.
B. Legal Description
A complete legal description for the Annexation Area can be found in the Appendix, Table 1.
C. Contiguity
The Annexation Area is at least one - eighth 1/8 (12.5 %) contiguous to the South Bend City limits:
Contiguous Non - Contiguous Total
837.48' 645.13' 1482.61
57% 43% 100.00%
Fiskars
D. Size
Annexation
The Annexation Area is approximately l.8 acres in area.
E. Buildings and Land Use
The annexation Area is vacant, with no structures of any kind located on the site.
F. Zoning and Subdivisions
The site is presently zoned "R " Residential, in unincorporated St. Joseph County. A zoning
designation of "D" Light Industrial, "A" Height & Area is being proposed by the petitioner.
The Annexation Area is 100% subdivided:
Lot 2, Kiskowski 2nd Minor Subdivision
G. Population and Density
There is zero (0) population in the Annexation Area
H. Tax Rate
Instrument Number 9130240
The Township rate will decrease with the deletion of the Fire Fighting Fund, the Fire Debt Fund,
and the Cumulative Fire rate.
The tax rate for the Annexation Area will increase by the addition of the City and Town Rate, the
Redevelopment District Rate and the South Bend Transpo Rate.
Table 2 in the Appendix shows representative tax rate information as published by the St. Joseph
County Auditor.
I. Assessments
The net assessment for the Annexation Area is $3,970.00, based on 1996 payable 1997 tax
records:
Land $3,970.00
Improvements $ 0.00
Fiskars Properties Annexation
J. Councilmanic District
The Annexation Area will be in City Councilmanic District 1.
K. Hiring Plan
It is anticipated that this annexation will not result in the elimination of jobs for employees of
other governmental units, although the City is not required to hire any employees whose jobs have
been eliminated by an annexation.
SECTION III. MUNICIPAL SERVICES
A. Public Works
A 10 -inch sanitary sewer is located in the north right -of -way of W. Cleveland Road, which
terminates at a man hole at the intersection of W. Cleveland Road and Brick Road. This sewer has
the capacity to handle the additional load of the Annexation Area. Any public improvements
made within the annexed area shall be at the expense of the developer.
The South Bend Water Works has a 12 -inch water main in Brick and W. Cleveland Roads. No
additional improvements would be needed to provide water to the annexed area.
The Department of Public Works and the South Bend Water Works would not anticipate any
additional costs to provide services to the Annexation Area.
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.
B. Police Department
The Annexation Area is adjacent to Beat 22. Beat 22, a fully staffed patrol beat, will provide
service for the Annexation Area.
Police officials do not anticipate any unusual problems to be encountered in patrolling the
Annexation Area. Police patrols, traffic enforcement, and emergency responses will be a part of
the services the City will provide to the Annexation Area, and can be expected to be comparable
and consistent with that of all other areas of the City.
Fiskars Properties Annexation
C. Fire Department
The South Bend Fire Department does not foresee any unusual fire protection problems related to
this annexation. The Annexation Area is located approximately two (2) miles from Station #11,
located at 3505 North Bendix Drive. Additional responding units would be from Station #7,
located approximately 4.5 miles away, at 1616 Portage.
Fire officials note that response times will be comparable to other areas of the City, and that no
additional equipment will need to be purchased or personnel hired to service the Annexation Area.
D. Code Enforcement
The Department of Code Enforcement can provide services to the Annexation Area without any
additional expenses over the present budget, or increase in manpower.
E. Environmental Services
Since there are no residences in the Annexation Area, solid waste service would not need to be
extended. Development of the Annexation Area would permit the developers access to the
services provided by the Bureau of Solid Waste.
F. Administrative Services
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.
Fiskars Properties Annexation
SECTION IV. FISCAL IMPACT
The cost of providing city services to the Annexation Area can be absorbed by Department
budgets. No capital expenditures are anticipated:
1) essential city services and facilities are or can be made available to the residents of the
Annexation Area
2) the city is physically and financially able to provide city services to the territory sought to
be annexed
Summary Table - Fiscal Impact
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
estimates are based on 1996 payable 1997 tax rates, and taxes paid in previous years by a
comparable development. Tax rates are subject to change every year.
SECTION V. APPROVAL
Approved by the City of South Bend Common Council this day of , 1998
Capital & Non - Capital Expenditures (est.)
Revenue (est.)
1998 -2002
Extension
Lift Station / Sewer
$0.00
Water
$0.00
Street Lights
$0.00
Police
$0.00
Fire
$0.00
Code
$0.00
Sanitation
$0.00
Property Tax (est.)
tax year 98/99
vacant
$232
tax year 99 /2000
vacant
$243
tax year 2000/2001
built
$5474
tax year 2001/2002
built
$5748
TOTAL
$0.00
$11,697.00
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
estimates are based on 1996 payable 1997 tax rates, and taxes paid in previous years by a
comparable development. Tax rates are subject to change every year.
SECTION V. APPROVAL
Approved by the City of South Bend Common Council this day of , 1998
Fiskars Properties Annexation 8
TABLE 1
LEGAL DESCRIPTION
A parcel of land being a part of the West Half of the West Half of the Northwest Quarter of
Section 20, Township 38 North, Range 2 East, German Township, St. Joseph County, Indiana and
being more particularly described as follows:
Beginning at a point on the North line of said Quarter Section, a distance of 99.00 feet South
89° 33'38" West of the Northeast corner of said West Half of the West Half of the Northwest
Quarter; thence South 00° 45'05" East, a distance of 164.87 feet; thence North 890 33'38" East,
parallel with said North line, a distance of 99.00 feet to a point on the East line of said West Half
of the Northwest Quarter; thence South 00° 45'08" East, along said East line a distance of 401.47
feet to the Northerly right -of -way line of the Cleveland Road Extension; thence Northwesterly
along a curve to the right delineating said Northerly right -of -way, said curve having a radius of
1332.39 feet, a central angle of 00° 59'20" and limited in length by a chord of 23.00 feet that bears
North 37° 06'30" West to a point of tangency; thence North 34° 52'30" West, a distance of 230.31
feet to a point of curvature; thence Northwesterly along a curve to the left having a radius of
1054.93 feet, a central angle of 07° 22'12" and limited in length by a chord of 135.60 feet that
bears North 38° 33'36" West to its intersection with the East line of Lot 1 in the plat of Kiskowski
2nd Minor Subdivision, the same being shown and designated as instrument number 9130240 in
the office of the Recorder of St. Joseph County, Indiana; thence North 000 44'26" West, along said
East line, a distance of 291.26 feet to the North right -of -way line of Brick Road; thence North 89°
33'38" East, along said North right -of -way line, a distance of 126.91 feet; thence South 000 45'05"
East, a distance of 40.00 feet to the place of beginning.
Fiskars Properties Annexation
TABLE 2
TAX RATE INFORMATION - Gennan Township
1996 Payable 1997
GERMAN
%OF
SOUTH BEND
TAX RATE
-/.OF
FUND
TOWNSHIP
TOTAL RATE
GERMAN
DIFFERENTIAL
TOTAL RATE
Total State Fund
0.01
0.1%
0.01
0.1%
Total County Fond
3.2256
30.8%
3.2256
19.6 /0
Township Fund
0.0199
0.0199
Poor Relief Fund
0.026
0.026
Fire Fighting Fund
0.3178
-0.3178
Fire Debt Fund
0.1248
-0.1248
Cumulative Fire
0.1
- -0.1
Total Township Rate
0.5885
5.6%
0.0459
0.3%
05426
Tbw hi ratedecmase
Total School Rate
5.8594
55.9%
5.8594
34.60/
Total Library Rate
0.7106
6.8%
0.7106
4.2%
Total Clty/fown Rate
6.6702
6.6702
39.3%
Total Redevelopment
0.0743
0.0743
0.4%
District Rate
Total Airport Rate
0.0831
0.80/.
0.0831
0.5%
South Bend Tmnspo
02795
02795
1.6%
7014
6 rWeincreare
TOTAL TAX RATES
10.4772
100.00%
16.9586
6.4814
100.06 /0
Map I
,- _ B W� �
C,
1� 17
'PO
@FISKARSJ)WG
Fiskars Properties
Key:
Annexation Area
City Limits
Prepared by the Division of
Planning & Neighborhood
Development
1200 COUNTY -CITY BUILDING
SOUTH BEND, INDIANA 46601 -1830
March 9, 1998
CITY OF SOUTH BEND STEPHEN J. LUECKE, MAYOR
COMMUNITY & ECONOMIC DEVELOPMENT
JON R. HUNT
EXECUTIVE DIRECTOR
Mr. Sean Coleman, President
South Bend Common Council
4th Floor, County -City Building
South Bend, IN 46601
PHONE 219 /235 -9371
FAx 219/235 -9021
TDD 219/ 235 -5567
ANN E. (Feed in Clerk's Office
DEPUTY ExECLT VE
MAR -`9 �g98
CRYCUW 80 6W'1L
Re: A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF SOUTH BEND,
INDIANA ADOPTING A WRITEN FISCAL PLAN AND ESTABLISHING A POLICY
FOR THE PROVISION OF SERVICES TO AN ANNEXED AREA IN GERMAN
TOWNSHIP - FISKARS PROPERTIES ANNEXATION
Dear Mr. Coleman:
I am attaching for filling, the above - referenced resolution, which is a companion to the
Ordinance currently on file to annex and zone certain territory in German Township to the City
of South Bend. The resolution indicates the approval and adoption by the Common Council of
the writen plan and policy attached thereto concerning the provision of services, both capital and
non - capital in nature, to the territory to be annexed.
I would ask that the attached resolution be considered under Special Business of the
agenda of the Common Council meeting at which the companion ordinance is given public
hearing, final reading and vote.
Your favorable consideration is respectfully requested.
Sin ly,
1
Larry Ma iozzi "istant Director
Division of Planning and Neighborhood Development
cc: Loretta Duda
f I shared/ Imaglioz/ wpdata/annexlactive//jorm09.fis
REDEVELOPMENT BUSINESS ASSISTANCE
FINANCIAL & PROGRAM
BUREAU OF HOUSING
PLANNING FZ NEIGHBORHOOD
ANN E. KoLATA ST DEVELOPMENT
MANAGEMENT
KATHRYN BAUMGARTNER
DEVELOPMENT
219/235 -9371 DONALD E. INKS
ELIZABETH LEONARD
521 ECLIPSE PLACE
PAMELA C. MEYER
219/235 -9335
219/235 -9335
219/235 -9475
219/235 -9660
FAx: 219/235 -9469
FAx: 219/235 -9697