HomeMy WebLinkAbout2006-R-04 RESOLUTION NO. 2006 R - ~
A RESOLUTION ADOPTING A WRITTEN FISCAL
PLAN ESTABLISHING A POLICY FOR THE
PROVISION OF SERVICES TO AN ANNEXED AREA
(Allison Courtyards, LLC Annexation Area)
WHEREAS, the City of Jeffersonville desires to annex an area contiguous
and adjacent to the corporate limits of the City of Jeffersonville, more particularly
described in Exhibit "A" attached hereto and incorporated herein by reference;
and
WHEREAS, state law requires adoption of a fiscal plan and a definite policy for
the provision of services to annexed areas; and
WHEREAS, such plan entitled "Fiscal Plan for Allison Courtyards, LLC
Annexation Area" is attached as Exhibit "B" and incorporated herein by
reference; and;
NOW, THEREFORE, BE IT RESOLVED BY THE COMMON COUNCIL OF THE
CITY OF JEFFERSONVILLE, CLARK COUNTY, INDIANA, THAT:
The Common Council of the City of Jeffersonville, CLark County,
Indiana, hereby approves and adopts the "Fiscal Plan for Allison
Courtyards, LLC Annexation Area ", which Plan is attached hereto and
made a part hereof as Exhibit "B", and hereby approves and adopts
the specific policies for implementation of the Plan as set out therein;
Any monies necessary for the provision of services as described and
itemized in the attached Plan shall be budgeted and appropriated from
the applicable fund, pursuant to state law and the City's budget
procedure;
Passed and adopted by the Common Council of the_C_.Jtv_.~__of Jeffersonville,
Clark County, State ,q/.2 of~;~.)~/~, 200C::y) ..,//
of Indiana, on this ~ _ day
Robe .~Wa~~d:ng Officer
ATTEST:
P eg~y'~ilS~eY~,~le rk-T re as u rer
Presented by me as Clerk and Treasurer to the Mayor of said City of
Jeffersonville this "~ day of~2006.
Approved and signed by me this
Peggy Wilder
Clerk and Treasurer
day of
/2006.
Robert I_. Waiz/., Mayor
INTRODUCTION
The purpose of this report is to provide the Mayor and City Council of the City of
Jeffersonville with the information needed to make a sound decision regarding
the possible annexation of the "Allison Courtyards Annexation Area." The report
does not recommend for or against annexation, but provides an objective
analysis of the financial and other impacts associated with this proposed
annexation. The incorporation of the annexation area into the City of
Jeffersonville will require the provision of services in a manner equivalent in
standard and scope to services now provided in comparable parts of the City.
This report analyzes the impact that proposed annexation will have on vadous
city services and outlines a plan for providing pertinent services. To this end, the
report serves as the City's written Fiscal Plan and annexation policy
requirements to be included in any resolution of the Common Council related to
this annexation. Such a plan and policy are necessary to meet State statutory
requirements.
The Allison Courtyards Annexation Area will be developed into a one hundred
and forty-two (142) residential condominium units. In ~in effort to make this
report as accurate as possible in terms of determining the impacts associated
with bringing this property into the City and providing it with pertinent services, all
calculations will be based on a build-out scenario of one hundred and forty-two
(142) residential units rather than the existing use of the property.
SECTION ONE: Basic Data
Location
The proposed annexation area is generally located to the northwest of the
Allison Lane and Middle Road across from the McCullough Fire Station;
southeast of the current city limits adjacent to Allison Lane.
B. Size
The Allison Courtyards Annexation Area contains approximately 32.75
acres.
C. Population,
The total population of the annexation area upon build-out is estimated to
be 327 people. This figure was derived by multiplying the projected
number of households in the area by the average persons per household
figure in the 2000 Census.
D. Zoning,
The entire annexation area is located within the City of Jeffersonville's
Two Mile Fringe Area and, consequently, is currently zoned by the City.
All 32.75.30 acres of the property are zoned PD-M2 (Planned
Development - General Multifamily Residential).
E. Topography
Topography within the Allison Courtyards Annexation Area ranges from
approximately 450 feet to 476 feet above sea level.
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F. Assessment
The estimated real property assessed valuation for the proposed build-out
of the annexation area is $20,377,000.00. This estimation is based on
142 individual property assessments of $143,500.00'. The Gross
Corporate Tax Rate in the City of Jeffersonville is approximately $1.07 per
$100 of assessed value. Based on these figures, the City would expect to
receive $219,518.18 in annual tax revenues from this project excluding
currently applicable exemptions. However, it must be noted that the City
of Jeffersonviile is currently at its maximum levy. Accordingly, the
revenue expectation in this paragraph is conditioned upon the successful
appeal of the maximum levy. Presumably, the City of Jeffersonville could
file a single appeal of the maximum levy for the year 2006 based upon all
annexations for that year. Absent a successful appeal, the proposed
annexation will not provide additional revenues to the City until the next
census indicates an increase in population or state law is changed.
* Assessment data estimated based on the assessed value of a similarly zoned
condominium unit (Country Club Estates) within the City of Jeffersonville.
** Personal property valuation was not estimated.
*** The total build-out of the area will take approximately three years from the date
of annexation.
G. Co~uncil District
The annexation area will initially be assigned to City Council District 5,
subject to any later reapportionment, as required by statute.
SECTION TWO: Legal Requirements
A. Introduction
When considering a requested voluntary annexation, a municipality must
insure that the proposed annexation is in accordance with State law. The
existing statute (lC 36-4-3-5.1) states in part that:
'This section applies to an annexation in which owners of land located
outside but contiguous to a municipality file a petition with the
legislative body of the municipality:
(1) requesting an ordinance annexing the area described in
the petition; and
(2) signed by one hundred percent (100%) of the landowners
that reside within the territory that is proposed to be
annexed."
The applicable statute further provides that a remonstrance to
annexation may not be filed (lC 36-4-3-5.1(i)). Rather, only an appeal
to the annexation may be filed under lC ~6-4-3-5.5. Section 15.5
provides that any appeal of a voluntary ~nnexation pursued under
Section 15.1 must state that the reason the annexation should not take
place is that the territory sought to be annexed is not contiguous to the
annexing municipality.
B. Contipuitv
The Allison Courtyards Annexation Area is at least 46 % contiguous to the
City. Therefore, this annexation meets the one-eighth (12.5%) contiguity
requirements mandated by State statute.
C. Concl usion..._____._._._~s
The Allison Courtyards Annexation Area satisfies the legal requirements
that have been established by the State legislature in that the owner of
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land located outside of the City has filed a petition requesting annexation
with the City Council, the landowner signed the petition, and the land
requested for annexation is more than one-eighth (12.5%) contiguous to
the City.
SECTION THREE: Municipal Services
A. Introduction
This section of the Fiscal Plan forecasts the cost and methods of financing
the municipal services to be provided to the annexation area. The plan
also describes how the City plans to extend the services that are non-
capital and capital in nature. This section demonstrates how the City will
satisfy the requirements of State law in the prevision of services and
financing of those services in a manner equivalent in standard and scope
to those services currently being provided to comparable areas within the
City.
B. Services to be Provided to the Annexation Area
The municipal services of police and fire protection, garbage collection,
sanitary sewer service, storm drainage, street maintenance and
administrative services will be provided to the entire annexation area. The
description of the services and the estimated annual costs are described
below:
Police Protection
The services provided by the Jeffersonville Police Department include
the prevention of crime, the detection and apprehension of criminal
offenders, assistance for those who are in danger of physical harm,
and the creation and maintenance of a feeling of security in the
community. The Police Department is also involved in legal work, the
protection of constitutional rights, performing traffic control, promoting
civil order and providing educational and technical assistance in the
area of crime prevention and neighborhood services. The Police
Department currently consists of sixty-one (61) police officers and
eleven civilian personnel.
No new personnel will be immediately required to serve the Allison
Courtyards area. Therefore, annexation of the proposed property will
not require additional police funding in the near future.
It should be noted that the Police Department stated that they have two
needs. First, they need an improved radio coverage area. The
existing coverage area has dead spots within the City, at Jeffersonville
High School for example, and the further the City grows away from the
existing tower the greater the coverage area problem. The Police
Department is currently studying alternatives for expanding their radio
coverage area and correcting this problem. Second, the Police Station
is located on the southern end of the City. A new station or substation
may be needed if the City continues to grow away from the existing
headquarters. While neither of these improvements is required solely
to serve the annexation area, they are issues the Mayor and City
Council should consider for long term planning purposes.
Capital Cost: $ 0
Estimated Annual Costs: $ 0
Method of Financing: To the extent it is necessary to hire additional
police as a result of the annexation, the primary source of funding for
the above costs will be the General Fund.
Plan for organization and extension of service:
The City of Jeffersonville Police Department will provide police
protection to the annexation area immediately upon the date of
annexation. The property is generally situated at the corner of Allison
Lane and Middle Road. Given this proximity, it is not anticipated that
additional mileage will be placed on vehicles or additional time spent
traveling to and from the project.
2. Fire Protection
The City of Jeffersonville Fire Department will be responsible for
providing fire protection services to the annexation area. The services
provided include fire protection and suppression, emergency rescue,
fire prevention, fire inspection and public education.
The Jeffersonville Fire Department has three crews consisting of 53
line personnel that work 24-hour shifts and five administrative/
secretarial personnel that work eight-hour shifts. The Fire Department
operates out of three fire stations and Fire Station 2 would be primarily
responsible for serving the annexation area. No new personnel will be
immediately required to serve this area.
It should be noted that the Fire Department has often claimed the need
for an "East End" fire station and preliminary plans for such a facility
have been prepared. This proposed new facility could potentially
reduce response times depending on its final location. The plans for
an East End fire station were put in place well before the subject
petition for annexation. Therefore, any costs associated with said
station should not be attributable to the subject annexation request.
Capital Cost: $ 0
Estimated Annual Costs: $ 0
Method of Financing: To the extent it is necessary to hire additional
firemen as a result of the annexation, the he primary soume of funding
for the above costs will be the General Fund.
Plan for organization and extension of service:
The City of Jeffersonville Fire Department will provide fire protection to
the annexation area immediately upon the date of annexation.
Sanitation
The City of Jeffersonville provides one garbage pick-up per week for
residences with no separate user fee. The Sanitation Department
employee's sixteen full time employees and currently provides service
to adjacent areas such as Landsberg Cove Subdivision. The
department currently operates six routes with two to three men working
each route serving an estimated 12,423 residences. While the
additional 142 residences planned for the annexation area will not in
and of themselves require additional equipment or personnel for the
department they will add to an already substantial department
workload. The increased workload represents a 1.2% increase.
Capital Cost: $ 0
Estimated Annual Costs: $ 0
Method of Financing: The primary source of funding for the above
costs will be the General Fund.
Plan for organization and extension of service:
The City of Jeffersonville Sanitation Department will provide garbage
collection services to residences within the annexation area
immediately upon the date of annexation.
4. Sanitary Sewer Service
The City of Jeffersonville's sanitary sewer system presently serves
areas directly adjacent to the annexation area including the
Meadowlark Subdivision. The developer of the proposed condominium
development will be responsible for connecting to the existing sewer
line and Lift Station.
The development of 142 residences within the annexation area will
generate approximately $216,550.00 in tap-in fees. While the City will
incur no costs associated with providing sewer lines and pump station
improvements to serve the annexation area, it is currently understood
that additional plant capacity improvements are needed to serve not
only this area, but other approved and proposed developments
currently within and outside the City. In December of 2004 the city
passed a new ordinance for sewer tap-in fees for both in and outside
city limits. The tap-in fee per residential unit is $1,525.00 where as the
tap-in fee for a residential unit outside the city is $3,025.00.
Preliminary planning for such improvements is underway.
Capital Cost: $ 0
Estimated Annual Costs: $ Unknown
Method of Financing: The primary sources of funding for any sanitary.
sewer related costs would be tap-in fees, monthly sewer fees and the
General Fund.
Plan for organization and extension of service:
The developer of the proposed subdivision will be responsible for
connecting to the existing sewer line. The City shall be responsible for
providing sanitary sewer service to the entire annexation. It should be
noted that the total build-out would be expected in approximately 3 ¼
years it should also be noted that the developer is installing a lift
station on the developer's property which is larger than necessary.
Accordingly, the City will be able to serve additional users in the
surrounding area in the future without having to construct an additional
lift station.
Storm drainage facilities in the form of ditches, culverts and detention
basins will be provided by the developer of the annexation area in
accordance with the City's Storm Drainage, Erosion, and Sediment
lO
Control Ordinance. The developer will maintain these facilities for a
period of five years, at which time the City will take over maintenance
responsibilities, unless there is a homeowner's association that has
been designated to maintain such facilities. Routine maintenance of
drainage facilities will be provided by the City Drainage Crew, which
has four full time employees and is funded by a $3.50 per month
drainage fee charged to all residences in the City. Revenues
associated with the drainage fees for the annexation area are
estimated to be $5,964.00, while the operating cost are estimated at
$11,275.53 per year and will not be needed until at least five years
after construction.
Capital Cost: $ 0
Estimated Annual Costs: $ 1'1,275.53 (Beginning 5-Years After
Construction)
Method of Financing: The primary source of funding for the above
referenced costs will be the City Drainage Fee.
Plan for organization and extension of service:
Storm drainage maintenance within the annexation area will be
provided by the developer for a period of five years following
construction and will then be assumed by the City of Jeffersonville
Drainage Crew. The annexation involves no anticipated drainage
related capital improvements.
6. Street Maintenance
The proposed public streets within the annexation area consist of
approximately 4,900 feet of local subdivision streets. The streets will
be newly constructed, thirty-two feet in width (back of curb to back of
curb), and their quality will be guaranteed by the developer through a
bond or letter of credit in accordance with the City's Subdivision
Control Ordinance.
The City of Jeffersonville's street maintenance staff consists of a Street
Commissioner and fifteen full time employees. This staff is now
responsible for maintaining approximately 200 miles of improved City
streets. The incorporation of the annexation area would add another
.91 miles to the City's maintenance responsibilities. This would be an
increase of about .46% in the City's maintenance responsibilities.
Routine annual maintenance operations are all that are needed within
the annexation area as the City has no plans to build any new streets
in the area. The area will eventually increase the City's annual cost of
street maintenance by an estimated $8,651. This figure was derived
by dividing the City's current street miles into the expense of street
maintenance. This results in an annual maintenance cost of $6,505
per mile of street. Although the City will assume responsibility for
street maintenance after construction and dedication, it is not
anticipated that any increased maintenance funds will be needed until
seven years after construction. Additionally, it must be noted that
since the proposed project is within the 2 mile fringe, the City would be
responsible for maintaining the streets even if the annexation did not
occur.
Capital Cost:
Estimated Annual Costs:
$ 0
$ 8,651 (Beginning 7-Years After Construction)
Method of Financing: Sources of funding for the above costs will
include the Local Roads and Street Fund, the Motor Vehicle Highway
Fund, and the General Fund.
Plan for organization and extension of service:
Street maintenance within the annexation area will be assumed by the
City of Jeffersonville within twelve months after the effective date of
annexation. The annexation will involve no capital improvements for
streets.
7..Street ~
Until recently, streetlights in the City of Jeffersonville are installed and
maintained by Cinergy, a private utility company. The City prefers
decorated lighting fixtures and under an agreement with Cinergy, they
would install the lights at no charge and the City would pay them
$11.39 per month per light. However, Cinergy is no longer willing to
pay for the installation of streetlights. In the present scenario the
Development Plan authorized as part of the PUD ordinance does not
require the installation of streetlights. If the developer elects to install
streetlights, he will do so at his own expense and the cost of lighting
the streetlights will be born by the homeowner's association.
Capital Cost: $ 0
Estimated Annual Costs: 0
Method of Financing: General Fund
Plan for organization and extension of service:
The street light policy now in effect throughout the City of Jeffersonville
will be immediately available to the annexation area.
8. Administrative Services
All administrative functions of the City will be available to the
annexation area immediately upon the date of annexation. These
services include, but are not limited to, the Department of Safety,
Department of Planning and Zoning, City Engineer's Office, City Court,
Parks Department, Department of Redevelopment, City Clerk's Office,
and the Mayor's Office. General administration includes all of the
regulatory and program functions of the various City departments. It is
not anticipated that the City will have to hire additional staff solely as a
result of the proposed annexation.
Capital Cost: $ 0
Estimated Annual Costs: $ 86,874.22
This figure was derived by
Method of Financing: Not Applicable
Plan for organization and extension of service:
The above referenced administrative services now in effect throughout
the City of Jeffersonville will be immediately available to the annexation
area upon the date of annexation. When the area is annexed, City
departments will be notified and will expand their jurisdictional areas
accordingly.
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SECTION FOUR: Plan For Hiring
Governmental Employees
It is not anticipated that any government employees will be eliminated from other
governmental agencies due to the City annexing this area. However, if any
governmental employee is displaced directly as a result of this annexation and
makes application with the City of Jeffersonville for employment within thirty days
after displacement, such employee will be treated as if the employee were a City
employee on "lay-off" status for the purposes of hiring for any vacant position
similar to the government position from which the individual was displaced.