HomeMy WebLinkAboutCC-04-21-03-04 Fiscal Plan/C255 SPONSORED BY:
COUNCILORS KOVEN, SNYDER
AND WILSON
RESOLUTION NO. CC-04-21-03-04
A RESOLUTION OF THE COMMON COUNCIL OF THE CITY OF
CARMEL, INDIANA, ADOPTING A FISCAL PLAN FOR THE
ANNEXATION OF PROPERTY CONTIGUOUS TO THE CITY
OF CARMEL, INDIANA
WHEREAS, well defined long term planning benefits the City of Cannel ("City") and the
community at large; and
WHEREAS, in recognizing the need and benefit of long term planning, the Common
Council of the City of Carmel, Indiana ("Council") is desirous of annexing a certain portion of
Clay Township into the City of Carmel (the "Annexation Territory"); and
WHEREAS, the Annexation Territory is contiguous to the existing city limits of the City
of Carmel; and
WHEREAS, a map describing the boundaries of the Annexation Territory is attached
hereto and incorporated herein as Exhibit A; and
WHEREAS, a legal description of the Annexation Territory is attached hereto and
incorporated herein as Exhibit B; and
WHEREAS, the Annexation Territory consists of approximately 30.42 acres; and
WHEREAS, the Annexation Territory is needed and can be used by the City for its
development in the reasonably near further; and
WHEREAS, responsible planning and state law require adoption of a fiscal plan and a
definite policy for the provision of certain services to annexed areas; and
WHEREAS, the Council is desirous of adopting a written fiscal plan for the Annexation
Territory;
NOW, THEREFORE, BE IT RESOLVED by the Conunon Council of the City of
Carmel of Carmel, Indiana, that:
Section One:
The Council adopts the Fiscal Plan ("Plan") prior to the adoption of the
annexation ordinance for the Annexation Territory, a copy of which is
attached hereto and incorporated herein as Exhibit C.
Section Two: The purpose of the Plan is to confirm that the City is physically and
financially able to provide municipal services to the Annexation Territory
pursuant to the Plan.
SPONSORED BY:
COUNCILORS KOVEN, SNYDER
AND WILSON
Section Three: The basic services described in the Plan become effective pursuant to the
Plan upon adoption of Annexation Ordinance No. C-255.
Section Four: The City will provide a copy of the Plan iinmediately after adoption to the
landowner in the Annexation Territory who requests a copy from the
Clerk-Treasurer of the City.
Section Five: This Resolution shall be in full force and effect from the date of passage,
and its publication, as provided by law.
/PASSED , 2003, by avote of~[_ ayes and of .Carmel,nays. Indiana thlskD~l day of
~)FtXt by the Common Council of the City 0
P~iding,Officer / KevilM~irby/' - / ~
~der, PreSident er~empore ~ ~e~ ~
( R~at~all ~ _ ~ ~ ~b ~.Rund~ ~ ~ ~ ~ ~
ohald E. C~er Wa~e ~ilson
TTEST:
Dian~ L. C~dr~,'C[crk-Tre~s~rer
; P~sente~ ~y me to ~e Mayor of the City of C~el, Indiana, the~day ot
,2003,
Di~a L. Cor~ray, C~r~dasur~
2
SPONSORED BY:
COUNCILORS KOVEN, SNYDER
AND WILSON
cApproyed by me, the M~yor of the City of Carm¢l, Indiana this ~"~]~ day o£
( -//~r.//(~-~ ,2003 a~. ~ ~' V .m.
~('/ ~ /..7-.t..<~ " ' ~
Jan~Brainard, Mayor
ATTEST:
Diana L. Cordray,~Cl'erk/_Trea~u~er
Prepared By:
769122
Sue A. Beesley
Bingham McHale LLP
10 W. Market Street
Suite 2600
Indianapolis, Indiana 46204
EXHIBIT A
Z
'$k~'q'-ld
· I
EXHIBIT B
LEGAL DESCRIPTION
ANNEXATION ORDINANCE C-255
LAKEWOOD GARDENS
Part of the Northeast Quarter of the Southeast Quarter of Section 7, Township 17 North, Range 4 East in Clay
Township, Hamilton County, Indiana, being more particularly described as follows:
BEGINNING at the northeast comer of said Northeast Quarter of the Southeast Quarter of Section 7, Township 17
North, Range 4 East, said point also being the northeast comer of the Lakewood Gardens subdivision;
Thence South 89 degrees 23 minutes 20 seconds West on and along the north line of the Northeast Quarter of the
Southeast Quarter of said Section 7, said line also being the north line of the Lakewood Gardens subdivision and the
south line of the Shadybrook subdivision, a distance of 1,155.14 feet to a point located on the East Limited Access
Right of Way line of Keystone Avenue (coincident with the corporate limits of the City of Carmel via Annexation
Ordinance C 169);
Thence southerly along the east right of way line of Keystone Avenue a distance of 200.0 feet to a point on the East
Limited Access Right of Way line of Keystone Avenue (coincident with the corporate limits of the City of Carmel
via Annexation Ordinance C50);
Thence south on and along said east line right of way line a distance of 237 feet to highway station 409 + 00, 87 feet
east of the centerline of said Keystone Avenue (coincident with the corporate limits of the City of Carmel via
Annexation Ordinance C50);
Thence southerly on and along said east right of way line 100.05 feet to highway station 408 + 00, 90 feet east of
said centerline of Keystone Avenue (coincident with the corporate limits of the City of Carmel via Annexahon
Ordinance C50);
Thence south on and along said east right of way line 500 feet to highway station 403 + 00, 90 feet east of said
centerline of Keystone Avenue (coincident with the corporate limits of the City of Carmel via Annexation
Ordinance C50);
Thence South 39 degrees 2l minutes 40 seconds East on and along the north right of way line of East 98th Street,
said line also being the south line of the Lakewood Gardens subdivision, a distance of 93.86 feet measured, 95.12
feet plat (coincident with the corporate limits of the City of Carmel via Annexation Ordinance C120);
Thence South 89 degrees 54 minutes 44 seconds East on and along the north right of way line of East 98th Street,
said line also being the south line of the Lakewood Gardens subdivision, a distance of 138.95 feet measured, 138.4
feet plat (coincident with the corporate limits of the City of Carmel via Annexation Ordinance C 120);
Thence South 73 degrees 20 minutes 03 seconds East on and along the north right of way line of East 98t~ Street,
said line also being the south line of the Lakewood Gardens subdivision, a distance of 52.20 feet (coincident with
the corporate limits of the City of Carmel via Annexation Ordinance C 120);
Thence North 89 degrees 58 minutes 00 seconds East on and along the north right of way line of East 98th Street,
said line also being the south line of the Lakewood Gardens subdivision, a distance of 17.22 feet (coincident with
the corporate limits of the City of Carmel via Annexation Ordinance C 120);
Thence South 79 degrees 23 minutes 30 seconds East on and along the north right of way line of East 98t~ Street,
said line also being the south line of the Lakewood Gardens subdivision, a distance of 406.17 measured, 407.27 plat
(coincident with the corporate limits of the City of Carmel via Annexation Ordinance C 120),
Thence North 89 degrees 58 minutes 00 seconds East on and along the north right of way line of East 98th Street,
said line also being the south line of the Lakewood Gardens subdivision, a distance of 484.85 to a point on the east
line of the Southeast Quarter of said Section 7, said point also being the southeast comer of the Lakewood Gardens
subdivision (coincident with the corporate limits of the City of Carmel via Annexation Ordinance C 120);
Thence North 00 degrees 22 minutes 00 seconds East on and along the east line of the Southeast Quarter of said
Section 7, said line also being the east line of the Lakewood Gardens subdivision and the west line of the Briar
Creek subdivision, a distance of 1,205.00 feet to the PLACE OF BEGINNING containing 30.42 acres more or less,
subject to all legal easements and right of way of record.
ALSO:
This annexation includes
Lakewood Gardens(48)
17-14-07-04-02-001.000
17-14-07-04-02-002.000
17-14-07-04-02-003.000
17-14-07-04-02-004.000
17-14-07-04-02-005.000
the following parcels:
17-14-07-04-03-001.000
17-14-07-04-03-002.000
17-14-07-04-03-003.000
17-14-07-04-03-004.000
17-14-07-04-03-005.000
17-14-07-04-04-001.000
17-14-07-04-04-002.000
17-14-07-04-04-003.000
17-14-07-04-04-004.000
17-14-07-04-04-005.000
17-14-07-04-05-001.000
17-14-07-04-05-002.000
17-14-07-04-05-003.000
17-14-07-04-05-004.000
17-14-07-04-05-005.000
17-14-07-04-02-006.000
17-14-07-04-02-007.000
17-14-07-04-02-008.000
17-14-07-04-02-009.000
17-14-07-04-02-010.000
17-14-07-04-03-006.000
17-14-07-04-03-007.000
17-14-07-04-03-008.000
17-14-07-04-03-009.000
17-14-07-04-03-010.000
17-14-07-04-04-006.000
17-14-07-04-04-007.000
17-14-07-04-04-008.000
17-14-07-04-05-006.000
17-14-07-04-05-007.000
17-14-07-04-05-008.000
17-14-07-04-05-009.000
17-14-07-04-05-010.000
17-14-07-04-03-011.000
17-14-07-04-03-012.000
17-14-07-04-03-013.000
17-14-07-04-03-014.000
17-14-07-04-03-015.000
17-14-07-04-05-011.000
17-14-07-04-05-012.000
17-14-07-04-03.016.000
17-14-07-04-03-017.000
17-14-07-04-03-018.000
The following right of wa,/is included in this annexation:
Subdivision Streets
· Central Court
· Chester Road
· Lakewood Drive East
· Lakewood Drive North
· Lakewood Drive West
Perimeter Streets
· No Perimeter Streets being annexed.
EXHIBIT C
City of Carmel
Annexation Fiscal Plan
48 Parcels at in Lakewood Area
This Fiscal Plan may be inspected at the Department of Community Services, located on the 3rd floor of City Hall,
Carmel, IN. Copies of the Fiscal Plan are available to the public for a fee in accordance with city ordinances.
Questions related to this annexation can be directed to Michael Hollibaugh, Director, Department of Community
Services, City of Carmel (317-571-2417).
Executive Summary of Annexation Impact
Summary of Fiscal Impact
The following table summarizes the property involved in the proposed annexation and the property tax burden on
the annexation area according to the "Online Tax Report" obtained from the Hamilton County website.
~arcel # taxable value 2002 semi-annual prope~y
taxes
AREA 7 - LAKEWOOD
17-14-07-04-03-001.000 $64,100 $554
17-14-07-04-03-002.000 $67,200 $585
17-14-07-04-03-003.000 $61,200 $530
17-14-07-04-03-004.000 $74,700 $650
17-14-07-04-03-005.000 $63,600 $550
17-14-07-04-03-006.000 $76,400 $666
17-14-07-04-03-007.000 $68,200 $590
17-14-07-04-03-008.000 $70,000 $605
17-14-07-04-03-009.000 $71,100 $615
17-14-07-04-03-010.000 $77,900 $677
17-14-07-04-03-011.000 $74,400 $644
17-14-07-04-03-012.000 $74,400 $644
17-14-07-04-03-013.000 $64,400 $557
17-14-07-04-03-014.000 $55,200 $477
17-14-07-04-03-015.000 $74,700 $646
17-14-07-04-03-016.000 $51,300 $444
17-14-07-04-03-017.000 $64,900 $562
17-14-07-04-03-018.000 $77,700 $672
17-14-07-04-02-001.000 $59,200 $577
17-14-07-04-02-002.000 $66,700 $651
17-14-07-04-02-003.000 $78,000 $675
17-14-07-04-02-004.000 $67,900 $588
17-14-07-04-02-005.000 $103,300~ $1,008
17-14-07-04-02-006.000 $65,800 $569
17-14-07-04-02-007.000 $54,400 $470
17-14-07-04-02-008.000 $54,700 $474
17-14-07-04-02-009.000 $55,400 $481
17-14-07-04-02-010.000 $97,300 $949
17-14-07-04-04-001.000 $86,100 $753
17-14-07-04-04-002.000 $91,500 $792
17-14-07-04-04-003.000 $65,100 $563
17-14-07-04-04-004.000 $70,800 $613
17-14-07-04-04-005.000 $71,400 $618
17-14-07-04-04-006.000 $77,900 $674
17-14-07-04-04-007.000 $63,700 $558
17-14-07-04-04-008.000 $68,600 $594!
17-14-07-04-05-001.000 $66,200 $573
17-14-07-04-05-002.000 $73,900 $647
17-14-07-04-05-003.000 $64,700 $563
17-14-07-04-05-004.000 $65,900 $574
17-14-07-04-05-005.000 $77,700 $758
17-14-07-04-05-006.000 $76,200 $743
17-14-07-04-05-007.000 $57,100 $494
17-14-07-04-05-008.000 $54,800 $474
17-14-07-04-05-009.000 $67,300 $584
17-14-07-04-05-010.000 $61,500 $533
17-14-07-04-05-011.000 $51,100 $442
17-14-07-04-05-012.000 $65,000 $563
Totals
projected semi-annual property tax increase
resulting fram annexation (Iow-high)
$3,310,600 $29,223
$3,507 $4,383
Annexation of the above properties in the area is projected to result in an overall increase in the total property tax
bills as shown above, which represents a projected tax impact of 12%-15%. The final amount of this tax increase
will depend upon several factors, possibly including: the final, approved budgets (and subsequent property tax rates)
of the county, township, and city of Carmel; any changes to the financial configuration of the joinder agreements
between the City and township (especially changes relating to the Parks and Fire joinders); and the final
implementation of property tax changes made by the Indiana General Assembly during the 2002 Spring Session, as
well as un-going statewide re-assessment.
Contiguity
The annexation territory is substantially more than 12.5% contiguous with the corporate boundaries of the City of
Carmel.
Proportion Subdivided
The armexation territory is entirely the result of the subdivision process. As such, these parcels are themselves
subdivided from larger parcels, thereby making the annexation area more than 60% subdivided.
Annexed Population
The proposed annexation will include a normnal amount of additional population, (estimated to be approximately
125 people) amounting to a population increase of less than 1%. Consequently, the annexation is not projected to
have significant impact on population-based revenue streams of the City.
Annexed Streets & Roads
The annexation area is estimated to add approximately less than 1 mile of streets and roads to the municipal
thoroughfare system which contains a total of approximately 215 miles of local streets and roads. Tha streets in the
area were developed under development standards without curbs and sidewalks. Therefore, the City will install no
curbs and/or sidewalks in the area after annexation. The City will, however, assume responsibility for replacing
defective street signs in accordance with City policy. Therefore, the projected fiscal impact of the proposed
annexation on the street department is estimated to be less than 0.3% on the expenses and revenue streams related to
thoroughfare miles. It should be noted, however, that Carmel has a number of pending annexations which
collectively add potentially significant miles of city street and those costs will accrue.
Summary of Municipal Service Impact
The proposed annexation involves properties which are already receiving a substantial complement of municipal
services, including capital and non-capital services of the Fire Department, parks, city administration (including
planning), and municipal utilities. Some of these municipal services are provided tlm-ough joinder agreements with
the township. All municipal services will be provided to the annexation territory in a manner equivalent to the
provision of services to other parcels within the corporate limits.
DEPARTMENTAL SERVICES PROVIDED BY JOINDER
Thc following services are provided through joinder agreements: fire protection, parks, planning/zuning/community
development services, and thc communications center. Since these joinder services are provided inside and outside
of the corporate limits of the City, the proposed annexation will generate no measurable fiscal impact on the
operation of these joinder departments. Instead, the revenues associated with these departments will simply be
transferred from the township budget to the municipal budget, thereby generating no net impact on the taxpayer.
IMPACT ON POLICE DEPARTMENT
The fiscal impact of the annexation on the police department is projected to be negligible. Carmel Police already
patrol the major corridors serving the property in the annexation territory, as well as answering calls for service in
the general area. As a purely technical matter, ifa crime or a call for service were to occur on the property within
the annexation territory, the City Police are supposed to defer to the County Sheriff. However, as a practical matter,
the technical minutia of such jurisdictional issues is projected to actually cost more than it is worth to enforce. In
fact, the annexation will probably result in a cost savings to the municipality due to clarification of such
jurisdictional minutia. However, the only way there would be any practical difference in the cost of mnnicipal
police service would be if a crime were to occur directly on one of these parcels, which is an extremely unlikely
occurrence, in statistical terms. Therefore, the projected impact on municipal police services is estimated to be
negligible.
IMPACT ON ,.~TREET DEPARTMENT
The projected impact of the proposed annexation on the municipal operation of the Street Department is estimated to
cause additional expenses of approximately 0.3% to the Carmel Street Department, due to the local streets added by
the annexation.
IMPACT ON MUNICIPAL ADMINISTRATION
The projected impact of the proposed annexation on the departments involved in municipal administration is
projected to also be $0. The practicality of the matter is that citizens in the annexation territory are already free to
request administrative services of the City, including phone calls to the Mayor and City Council and offering
testimony at public meetings, which are treated with respect and given appropriate response.
IMPACT ON MUNICIPAL UTILITIES
Thc annexation territory is currently provided water service by thc Indianapnlis Water Company. Thc annexation
area is offered immediate access to sewer utility service under the annexation policies of the City of Carmel. The
estimated cost of sewer extensions to the annexation area is estimated to be $300,000. Propccty owners within the
annexation area wonld bc expected to pay the cost of extensions, in accordance with Carmel's annexation policies.
The City has traditionally offered special, favorable payment conditions for such utility cxtcnsinns.
Provision of Municipal Services
Non-Capital services which are not covered under the joinder agreement with Clay Township will be provided
within one year of the effective date of the annexation action. Within the context of the City of Carmel and its
joinder service provisions, the non-capital services would include road maintenance by the Street Department and
police protection by the Carmel Police Department. Non-capital service costs will be paid through the annual
revenues of the City, including property tax revenues and other municipal revenues, as appropriate.
Capital services which are not covered by the joinder service agreements will be provided within 3 years of the
effective date of the annexation. At this time, sewer and water capital services are not provided to the parcels within
the annexation area. If capital services are later identified as necessary and appropriate nnder the municipal service
policies of the municipality, such capital services will be covered through the issuance of some form of municipal
debt, with costs to be repaid by property owners in the annexation area, as specified in the City's annexation
policies.
Other Considerations
Land Use
The annexation area is currently dominated by medium-density residential development.
Population Density
Due to the fact that annexation area is a residential subdivision and having larger parcels,
epexted to exceed 3 persons per acre.
the population density is
Needed & Can Be Used
The annexation area is needed by the municipality for its development at the present time and in the reasonably near
future. The municipality already provides many municipal services to the annexation area, as well as
reviewing/approving development proposals for land within the area.
Annexing Territory 100% Contiguous with the City
The City of Carmel previously approved annexation policies which specifically addressed areas of 100% contiguity
with the City, as follows: "As Carmel has developed, there have been areas left outside of its corporate limits which
are approaching 100% contiguity (i.e. completely surrounded by the city). A recent map of the incorporated city
shows several such areas east of Spring Mill Road. It is, therefore, the policy of the city that such areas be
considered for annexation at the earliest practical time, with appropriate consideration of the cost of services to each
specific area." This annexation is specifically undertaken due to this policy.
Annexation of Indebtedness
In any annexation action, the City of Carmel will comply with all statutory requirements regarding the absorption of
debt incurred by the unincorporated township for the purpose of providing municipal services to the annexation
territory.