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STANFORD PARK
OPEN SPACE CONSERVATIONREPORT
PREPARED FOR:
PPV,LLC
9551 Delegate's Row
Indianapolis, ,Indiana 46240
" PREPARED BY:
Dennis J). Olmstead, P LS
Stoeppelwerth & Associates, Inc.
9940 Allisonville Road ,
Fishers, Indiana 46038
(317) 849-5935
DATE PREPARED:
January 15, 2004
Revised: February13,2004
. \)(j~ 140\00 22-PP
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f>>tanford Pa,..
And
_ark Herrman"
Fields
Submitted By: Pittman Partners, Ine
Submitted To: Carmel Plan Commission
CARMEL
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Table' Of Contents
. I. '. Primary Plat Application witb Waiv~r
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II. Primary.P'lafExhib~t .
III.. CO'!,nectivity Exhibit.
,III. Utility Summary "
"IV. . Construction S~quenceSummary
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" V. Open Space Schedule Form
VI~ Location Map. . ','
VII. Site Context Plan'
VIII. Open Space.AreaDescription..
IX. Sample Single Family.,Home Elevations
,X. Sample Townhome Elevations
XI. Recorded Co~mitments to Adjoiners
XII. .' Maintenance and Operation Plan
. XIII. Sample MaintenaricePlan and Budget
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PRIMARY PLAT APPLICA TION WITHW AIVER
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APPLICATION FOR
PRIMARY PLAT (OR REPLAT)
Fee: $700.00 plus $35.00 per lot ($560.00)
DATE: January 16, 2004
DOCKET NO.
The undersigned agrees that any construction, reconstruction, enlargement, relocation
or alteration of structure, or any change in the use of land or structures requested by this
application will comply with, and conform to, all applicable laws of the State of Indiana, and the
"Zoning Ordinance of Carmel, Indiana - 1980", adopted under the authority of Acts of 1979,
Public Law 178 Sec. 1, et seq, General Assembly of the State of Indiana, and all Acts
amendatory thereto.
Name of Applicant: PPV, LLC Phone No. (317) 818-2900
Address of Applicant: 9551 Delegate's Row, Indianapolis, Indiana 46240
Name of Owner. PPV, LLC Phone No. 317-818-2900
Name of Subdivision: Burlingame
Legal Description: (To by typewritten on separate sheet and attached)
Area (in acres): 76.426 Number of Lots: Z. B 8 Length (in miles) of new
streets to be dedicated to public use: 1.68
Surveyor certifying plat Dennis D. Olmstead - Stoeppelwerth & Associates, IDe.
Address: 9940 Allisonville Road, Fishers, Indiana 46038 Phone No. (317) 849-5935
*-****-*-**--***-*---*---*--H.:-******-*-STATE OF INDIANA, COUNTY OF
Hamilton , SS:
The undersigned having been duly sworn, upon oath says that the above information
is true and correct as he or she is informed and believes.
SIGNATURE OF APPLICANT: ?~ ~ Print Paul F. Rioux
Subscribed and sworn to before. me this 16th day of January ,04
rypuncM EB~
My Commission Expires: September 9,2006 ary. .
**********************************************************************
5.1.10 Application for Primary Plat Two (2) copies, or more if necessary, of the primarY a n
of the construction plans together with supporting documents shall be submitted to the Director of
Current Planning with this application. These plans to be distributed to all Technical Advisorv
Committee authorities bv applicant
FEE: Received by:
s:\plancomm\applictn .pc\primplat.apx
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LEGAL DESCRIPTION
A part of the West Half of the Northwest Quarter of Section 29, and a part ofthe
Southwest Quarter of the Southwest Quarter of Section 20, all in Township 18 North,
Range 3 East, Clay Township, Hamilton County, Indiana, more particularly described as
follows:
Commencing at the Southwest comer of the Northwest Quarter of said Section 29; thence
North 00 degrees 03 minutes 21 seconds East along the West line of said Northwest
Quarter Section 985.08 feet to the North line of the South 30 acres of the West Half of
said Northwest Quarter Section and the POINT OF BEGINNING of this description;
thence continuing North 00 degrees 03 minutes 21 seconds East along said West line
1,088.86 feet to the Southwest comer of the real estate described in Instrument Number
2002-5637 in the Office of the Recorder, Hamilton County, Indiana; thence North 89
degrees 53 minutes 21 seconds East along the South line of said real estate 660.00 feet to
the Southeast comer of said real estate; thence North 00 degrees 03 minutes 21 seconds
East parallel with the West line of said Northwest Quarter Section and along the East line
of said real estate, and the extension thereof, 563.52 feet to the South line ofthe
Southwest Quarter of said Section 20; thence South 89 degrees 40 minutes 15 seconds
West along said South line 356.01 feet to the Southeast comer ofthe real estate described
in Instrument Number 87-30669 in said Recorder's Office; thence North 00 degrees 02
minutes 40 seconds East parallel to the West line of said Southwest Quarter Section and
along the East line of said real estate, and the extension thereof, 737.62 feet to the
Northeast comer of the real estate described in Instrument Number 88-15016 in said
Recorder's Office; thence North 89 degrees 57 minutes 20 seconds West along the North
line of said real estate 304.00 feet to the West line of said Southwest Quarter Section;
thence North 00 degrees 02 minutes 40 seconds East along said West line 574.14 feet to
the Northwest comer of the Southwest Quarter of said Southwest Quarter Section; thence
North 89 degrees 39 minutes 07 seconds East along the North line of said Quarter-
Quarter Section 1,325.00 feet to the Northeast comer of said Quarter-Quarter Section;
thence South 00 degrees 05 minutes 53 seconds West along the East line of said Quarter-
Quarter Section 1,314.19 feet to the Northeast comer ofthe West Half of the Northwest
Quarter of said Section 29; thence South 00 degrees 01 minutes 15 seconds East along
the East line of said Half Quarter Section 1,648.03 feet to the North line of the South 30
acres of said Half Quarter Section; thence South 89 degrees 35 minutes 32 seconds West
along said North line 1,325.98 feet to the place of beginning, containing 76.426 acres,
more or less.
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SUBDIVISION REGULATION WAIVER
REQUEST APPLICATION
(Submit two (2) copies)
Fee: $655.00 plus $72.50 for each additional waiver request
Contact Person: Dennis D. Olmstead
Fax No. (317) 849-5942
Telephone No. (317) 849-5935
Address: 9940 Allisonville Road, Fishers, Indiana 46038
PROJECT NAME: Stanford Park
PROJECT ADDRESS: 13500:i: Shelborne Road
APPLICANT NAME: PPV, LLC
ADDRESS: 370 Sanner Court, Indianapolis, Indiana 42960
TELEPHONE: (317) 580-0883
FAX: (317) 580-9786
Section (Section Number, Page, Item) of Subdivision Regulations for which variance is being
requested:
A variance of the requirements of SCO 6.5.1 minimum lot width at building line.
State explanation of why variance is being requested:
The lot width at the building line is requested to be reduced from the required zoning.
R2-zoning (80') and R-4 zoning (50') at building line. Reductions are as shown on Primary Plat.
State reasons supporting variance request:
The Roso option is being used which would allow for reduced lot widths. The same lot
widths shown on the Primary Plat were exhibited at the time of rezoning.
R-4/Residence
Present zoning: R-2/Residence
Signature of Property Owner
NOTE: THIS APPLICATION MUST BE SUBMITTED AT THE TIME OF THE PRIMARY
PLAT APPLICA TION. VARIANCE REQUEST MUST BE INCLUDED WITH THE PUBLIC
NOTICE FOR THE PRIMARY PLAT.
$
APPLICATION FEE
, " .
PRIMARY PLAT EXHIBIT.
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..OWQRfORMfRlY
CLAYBORNE FARMS
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~N. LINE, S.W.i/4, SEC. 20, T.1SN., R.3E.
N.W. COR., S.W. 1/4,
SEC. 20, T.1SN., R.3E.
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NOwQf\FORlUIILY
THE RIDGE AT HAYDEN RUN
1I0WORFORllEIILY
WILLIAM LOVI/ElL SHELBURN &
JUDY KAY SHELBURN INSTR.
No. 88~15016
NOWORFOR..ERlY
JEFfERY l. DARON &
MICHEllE CARON INSTR. No.
95-38831
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NOWORfOR..eRLY
WILLIAM I. CLARK DOROTHY T.
CLARK & CATHY ANN CLARK
INSTR. No. 87_30669
S.W. COR., S.W. 1/",
SEC. 20, T.1aN., R.3E.
S. UNE, S.W. 1/04 SEE:20, T~.. R.3E.
N. UNE, N.W~ SEC. 29, T.1aN., R.3E.
N.W. COR., N.W. 1f4,
SEC. 29, T.1SN., R.3E.
NOWORFORIIERl'l'
CHRISTOPHER P. PAGE
INSTR. No. 91-50291
NOWQRFORllERlY
CHRISTOPHER P. PAGE
INSTR. No. 99-50""4
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NOWORFORYERLY
KIMBERLY A.WlLlIAMS
& WARREN B.
WILLIAMS INSTR. No.
89-18452
NOWORfORYERlY
BRIAN O. MILLER &
LISA A. LENTS INSTR.
No. 2002-5637
NOWORfORYERlY
SHEL80RNE PARK, LLC
INSTR. NG.
2002_65972
SHHBORNEP"'RK
SECh)NONE
P.C.3.SlI0E'SO
/WW(}RFORYERIY
CITY OF CARMEL
INSTR. No. 2002-71712
""-~lINE~W. 1/4, SEC. 29, T.18N.. R.3E.
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CONNECTIVITY EXHmIT .
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CONNECTIVITY
EXHIBIT
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I 141st STREET
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146st STREET
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CONSUL liNG ENGINEERS LAND SURVEYORS
(317)8<19_5935 F"'X:(317J849~942
!I940ALlISONVtllERD.-FISHERS,INDIANA46038
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UTILITY SUMMARY'
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UTILITY SUMMARY FOR STANFORD PARK
Electric
Electric service will be provided by Cinergy. The development will be served by existing
power service within the area of the subject site along Shelborne Road.
Telephone
Telephone,service will be provided by SBC. The development will be serviced by
existing telephone facilities along Shelborne Road.
Water
Water service will be provided by City of Carmel Utilities. The development will be
serviced by existing facilities in Shelborne Park Subdivision.
Sanitary Sewer
Sanitary sewer service will be provided by the Clay Township Regional Waste District
(CTRWD). The sewer must be brought west through The Ridge at Hayden Run
approximately 1300' ::I: to the site and a stub is also located at the southeast comer of the
site from the Shelborne Park Subdivision.
Drainage
The pre-developed drainage follows basically a southeastwardly pattern across this site
ultimately to the East arm of the J.W. Brendle Drain. Post-developed conditions will
collect the entire development through a series of swales and pipes directing stormwater
to retention ponds located in the center and East side of this development. All
stormwater ultimately will be routed to a pond located near the southeast comer ofthe
development along its East line where it will discharge into the storm sewer system of the
Shelborne Park Subdivision which leaves that system through a pipe along the North side
of 131 st Street ultimately outletting into the existing ponds within Hayden Run
Subdivision.
Gas
Natural gas service will be provided by Vectren Energy. A gas main must be extended
from the Shelborne Park Subdivision.
S/46600/ Apps/UtilitySummary
January 14, 2004
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, CONSTRUCTION SEQUENCE SUMMARY ,
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Construction Sequence Summary
This project will be built in three (3) sections. Section One (1) will
contain 108 lots numbered 1-108 (both inclusive). Common Areas 1-6 and
Pond No.1 will be scheduled in Section One. Section Two (2) will contain
102 lots numbered 109-210 (both inclusive). Common Areas 7-9 will be
scheduled in Section Two. Section Three (3) will include 78 multi-family
units in Blocks 1-13 (both inclusive). Common Areas 10-11 and Pond No.2
will be included in Section Three. Earthwork may extend beyond section
boundaries to place lake excavation material in appropriate fill areas.
However, only the street, utilities and other infrastructure will be built in the
specific section at the time each section develops, along with any required
off-site improvements.
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OPEN SPACE SCHEDULE FORM
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EXHIBIT A
OPEN SPACE SCHEDULE
SUBDIVISION NAME: Stanford Park
76.426
1. SITE ACREAGE
2. ZONE DISTRICT R-2 / R-4
3. MINIMUM OPEN SPACE REQUIREMENT (SOSR) 9% / 7.34 acres
4. OPEN SPACE PROVIDED (OSP)
5. PRIMARY CONSERVATION AREAS
0 Well-head Protection Area
0 FEMA/IDNR 100 year Flood Fringe
0 White River Corridor
0 Steep slopes (10%)
0 Mature Woodland
0 Special Opportunity corridor (identify)
0 Other
6. NATURAL OPEN SPACE PROVIDED
7. AGRICULTURAL OPEN SPACE
8. DESIGNED OPEN SPACE
o Square
o Boulevard
Ia Trails
Ia Parks
o Greenbelt
o Golf Courses
o Other
32% / 24.11 acres
o FEMA/IDNR 100 year Floodway
o Wetlands (>1/4 ac.)
o Scrub Woodland
o Young Woodland
o Historic Structures/Sites
/ acres
/ acres
32% / 24.11 acres
Ia Green
0 Paths
Ia Pond (see below)
9. CONSERVANCY LOTS
no. lots
acres
10. PONDS total measured perimeter (in linear feet) 3,417 1.f.
total measured accessible perimeter (not bounded) 3,417 1.f. 100 %
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CONSULTING ENGINEERS
LAND SURVEYORS
9940 Al/isonville Rd. . Fishers, IN 46038
(317) 849-5935 . 1-800-728-6917 . FAX: (317) 849-5942
SITE CONTEXT PLAN
STANFORD PARK
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OPEN SPACE AREA DESCRIPTION
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OPEN SPACE AREA DESCRIPTION
All open spaces shown on this plat will be placed in areas which have been used as
farmland. These areas will not require any special protection during construction, but
will be graded, seeded, and landscaped with mounds, trees, shrubs, etc. upon completion
of all other improvements within each section.
The common areas will be designed for passive as well as active recreational uses and
will be protected by conservation easements. Common Area 1 will be used for buffering,
landscaping and passive or active recreation. Common Areas 2 and 3 will contain
walking trails. Common Area 4 will be a park and will contain walking trails, Pond No.
1 and a public sitting area. Common Areas 5 & 6 will be used for buffering, landscaping
and passive or active recreation. Common Areas 7-9 will be used for buffering,
landscaping and passive or active recreation and will contain walking trails. Common
Area 10 will be used for buffering and landscaping and will contain Pond No.2.
Common Area 11 will contain 3 ball fields, public parking and walking trails.
All common areas will be jointly owned by a Homeowners' Association and will be
maintained by a professional management company. A sample budget and maintenance
plan are contained in this report.
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SAMPLE TOWNHOME ELEVATIONS
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. RECORDED COMMITMENTS TOAOJOINERS .
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290300126267
FlIed for Record .
HAMILTON COUNTY, \~DIANA
JENNIFER J HAYDEN
12-22-2003 At 01'~6 pm
MISe '25.00'
Pittman Partners, Inc., an Indiana Corporation, its nominee or assignee (hereafter,
"Owner"), the Contract Purchaser of the real estate located in Hamilton County, Indiana,
and described in Exhibit "A" and Exhibit "B" hereto (hereafter, "Real Estate"), makes the
following Commitments to the Carmel Plan Commission (hereafter, "Commission").
COMMITMENTS CONCERNING THE USE
AND DEVELOPMENT OF REAL ESTATE
1. Descriotion of Real Estate:
A. See Exhibit "A" - Legal Description of R-4 Zoned Property
B. See Exhibit "B" - Legal Description of R-2 Zoned Property
2. Docket Numbers: 126-03Z and 127-03 Z
3. Statement of Commitments For the Prooertv Described in Exhibits A and B:
A. There will not be any pole mounted street lights north of the proposed 136th
Street Extension.
B. All townhome residential units built will have their own deeded lot and will
be limited to the property zoned R-4 as described in Exhibit A.
C. All townhome residential units will have an all brick front elevation and all
brick side elevations with a bay window on the ends of a row of townhome
buildings. All other townhome buildings that are not on the end of a row of
buildings will have brick 8 feet up on the ends and the rear (garage side). All
townhome units will have a minimum square footage of 1700 square feet. All
townhome buildings will have a rear load garages.
D. All perimeter landscape treatments will meet the requirements of the Carmel
Clay Zoning Ordinance, Section 26.4: Perimeter Buffering Requirements.
E. The Owner will install 230' of 6' shadow box fence on the southern property
line and 160' of6' shadow box fence on the eastern property line of the
residence more commonly known as 13535 Shelborne Road.
F. The Owner will install 328' of chain link fence on the north property line and
118' of chain link fence on the east property line of the residence more
commonly known as 13549 Shelborne Road. This fencing will serve to
replace the existing farm fence on the property line that is in need of repair.
G. The Owner will submit an acceptable landscape plan during the Primary
Platting process that includes trees that are "balled and burlapped" and 1 0 tree
transplanted trees that have a caliper size of 3" to 6" in the bufferyard area
that is adjacent to 13535 and 13549 Shelborne Road. These trees will be
positioned in exact locations as agreed upon with the owners of these
residences.
H. The Owner will install new farm fencing along the north property line
between the Real Estate and 13881 Shelborne Road in any place where the
fencing is missing or in disrepair. .
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I. The east property line will have a minimum setback of250' where the
townhomes portion of the site is adjacent to Shelbome Park. The perimeter
landscaping that separates the townhome portion of the site from Shelbome
Park will be landscaped at 1.5 times the Perimeter Buffering Requirements per
Section 26.4 of the Carmel Clay Zoning Ordinance.
J. The site will be developed utilizing the R-2 and R-4 Zoning Designation
utilizing the Residential Open Space Ordinance (ROSO III).
K. All residential construction will be limited to detached single family I-story
and 2-story homes on the property zoned R-2 as described on Exhibit Band
attached 3-story townhomes on the property zoned R-4 as described on
Exhibit A.
L. All ranch houses will have a minimum of 1200 square feet and will all have
white trim. In addition, ranch houses will have a brick front with brick wrap
to front door from garage excluding gables. All ranch homes that back up to
136th Street will have a complete brick wrap on the first floor.
M. All single family detached homes will have mullions in all windows, all brick
fronts 8 feet up, dusk to dawn lights and coach lights. In addition there will be
street trees every 40 feet minimum.
N. All rear yards that abut exterior roadways will contain at least 1 conifer of at
least 6' and 1 deciduous tree of at least 2" caliper
O. Owner agrees to follow all erosion control requirements of the Hamilton
County Soil and Conservation Service to limit any silt entering into the
adjacent drainage system.
P. The Owner further commits that the Real Estate could not be utilized as a
mobile home park.
Q. The Owner further commits that adequate right of way will be provided to
allow for a future connection into the undeveloped property to the north.
R. The Owner further commits that the Real Estate will not contain more that 80
residential townhomes on the property zoned R-4 described on Exhibit A and
210 single family detached residential homes on the property zoned R-2
described on Exhibit B.
S. The Owner commits that as part of this proposal, the Owner will provide 3
regulation size football fields to the Carmel Dads' Club and a minimum of
200 parking spaces as shown on the plans, "Carmel Dads' Club, Burlingame
Fields" ("CDC Fields"). The CDC Fields will be designated as Common
Area per the Residential Open Space Ordinance and be owned by the
Homeowner's Association. The CDC Fields will by leased to the Carmel
Dad's Club for 99 years for $1 and other valuable consideration. As part of
the lease agreement, the Carmel Dads' Club will be responsible for
maintaining the fields in a consistent manner with the other common areas in
a first class residential neighborhood. The CDC Fields and parking fields will
be built and paid for by the Owners. The CDC Fields will not have night
lighting. The Carmel Dad's Club will control the utilization of the CDC
Fields, however, when not being used for Carmel Dads' Club activities will be
open to the residences on the Real Estate. The Carmel Dads' Club will utilize
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the football fields Monday thru Thursday for practices from 5 :30 PM to 7: 15
PM. The fields will not be used on Friday or Sunday. The Carmel Dads'
Club agrees to a field management policy of only using 2 of the 3 fields for
games on Saturday. Games cannot begin before 8:00 AM or after 5 :00 PM.
The Carmel Dads' Club agrees to stagger start times between the two fields
with all start times between the fields being a minimum of 30 minutes apart.
Staggered start times significantly reduces the number of cars entering the
facility at one time. The Carmel Dads' Club commits to providing off duty
officers to direct traffic into and out of the football facility during game day.
T. The Owner agrees to construct the extension of 136th Street through the Real
Estate consistent with the City of Carmel's Thoroughfare Plan. In addition,
the Owner further agrees to provide for additional road improvements to
Shelbome Road as agreed upon with the City of Carmel and the Hamilton
County Highway Department.
U. The Owner commits to provide funding in the amount of Two Hundred
Thousand Dollars ($200,000.00) for the realignment of 116th Street and
Shelbome Road.
y. The Owner commits to submit a primary plat in substantial conformance with
the land plan submited for the rezone of this property and attached hereto as
Exhibit C. In addition, Owner commits to landscape the common area
adjacent to 13881 Shelbome Road in a manner that is consistent with the
existing fence row vegetation and will enhance that vegetation and will meet
the requirements of the Carmel Clay Zoning Ordinance, Section 26.4:
Perimeter Buffering Requirements.
W. The Owner commits to amend the traffic study performed by A&F
Engineering and dated September of 2003 to include the intersection of the
current alignment of 116th Street and Shelbome Road.
X. The Owner commits to provide a minimum of six (6), twelve (12) foot tall
evergreen trees in the common area directly across from 13850 Shelbome Rd.
Said trees will be planted within the common area bounded by the north
property line which is adjacent to 13881 Shelbome Road and south 90'. The
common area directly across from 13850 Shelbome Road will be
professionally landscaped and if a landscape mound is included in the
landscape plan, said mound will not be taller than 4'.
5. . Bindin!! on Successors and Assi!!ns: These Commitments are binding on the
Owner of the Real Estate, each subsequent Owner of the Real Estate, and each
other person acquiring an interest in the Real Estate, unless modified or
terminated by the Commission. These Commitments may be modified or
terminated from time to time only by a decision of the Commission made after
notice and a public hearing as provided by the rules of the Commsssion.
6. Effective Date: The Commitments contained herein shall be effective upon the
final adoption and passage into law of an ordinance by the Common Council of
Carmel, Indiana reclassifying the Real Estate from the S-1 Residence District
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Classification to the R-4 Residence District Classification and the R-2 Residence
District Classification and shall remain in effect so long as said ordinance remains
in effect.
7.
Recordin2: The undersigned hereby authorizes the Secretary of the Commission
to record these commitments in the Office of the Recorder of the Hamilton
County, Indiana, following the Effective Date.
8.
Enforcement: These Commitments are enforceable by the Commission and the
City of Carmel, Indiana.
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Executed this
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day of aC'f' fr' ter-
, 2003.
By'
Steve A. Pittman
President
STATE OF INDIANA )
) SS:
COUNTYOFHAMILTON )
Subscribed and sworn to before me, a Notary Public, in and for said County and
State personally appeared, Steve A. Pittman, the President of Pittman Partners, Inc. who
acknowledged the execution of the foregoing Commitments.
WITNESS my hand and Notarial Seal this /'1 ~ day of /)z.e-.. ,
2003.
My Commission Expires he . ~-. ~J1'
.
Residing in Jb4/J'1It.r~ County
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CONSENT OF OWNER:
The undersigned, fee simple owners of the Real Estate, Shelburn Family Limited
Partnership, hereby consents to efor g 'ng Commitment Concerning The Use and
Develop t of Real tate. ) i .
Subscribed and sworn to before me, a Notary Public, in and for said County and
State personally appeared, Lawson Clark and acknowledged the execution of the
foregoing Consent of Owner.
WITNESS my hand and Notarial Seal this /9 7'''' day of ~ .
,
STATE OF INDIANA )
) SS:
COUNTY OF MARION )
My Commission Expire~ . ;Gb ~Pd'
Residing in /64-p1IL.:r~/ County
,
, 2003.
VU~~E C.I-JOLT, H:t~0' Pubfic
~~fs" Comrnt:.:.~;JD t:.(Eji~.;~s Ds"c.:mbGr 26, 2003
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EXHIBIT A
R-4 LEGAL DESCRIPTION
A part of the West Half of the Northwest Quarter of Section 29, Township 18 North,
Range 3 East, in Hamilton County, Indiana, being more particularly described as follows:
Commencing at the Southwest comer of the Northwest Quarter of said Section; thence
North 00 degrees 03 minutes 21 seconds East along the West line of said Northwest
Quarter Section 985.08 feet to the North line of the South 30 acres of the West Half of
said Northwest Quarter Section and the POINT OF BEGINNING of this description;
thence continuing North 00 degrees 03 minutes 21 seconds East along the aforesaid West
line 698.74 feet; thence East 205.18 feet; thence South 00 degrees 01 minutes 34 seconds
West 112.20 feet; thence South 89 degrees 58 minutes 32 seconds East 372.11 feet;
thence South 00 degrees 14 minutes 10 seconds East 459.03 feet; thence North 89
degrees 31 minutes 57 seconds East 595.97 feet; thence North 00 degrees 01 minutes 34
seconds East 423.00 feet; thence North 18 degrees 25 minutes 31 seconds East 96.75 feet;
thence North 89 degrees 58 minutes 45 seconds East 119.18 feet; thence South 00
. degrees 01 minutes 15 seconds East 637.61 feet to a point on the South 30 acres; thence
South 89 degrees 35 minutes 32 seconds West along said North line 1,325.98 feet to the
place of beginning, containing or 12.149 acres, more or less. Subject to all legal
highways, rights-of-ways, easements and restrictions on record.
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EXHIBIT B
R-2 LEGAL DESCRIPTION
A part of the West Half of the Northwest Quarter of Section 29, and a part ofthe
Southwest Quarter of the Southwest Quarter of Section 20, all in Township 18 North,
Range 3 East, Clay Township, Hamilton County, Indiana, more particularly described as
follows:
Commencing at the Southwest comer of the Northwest Quarter of said Section 29; thence
North 00 degrees 03 minutes 21 seconds East along the West line of said Northwest
Quarter Section 1,683.82 feet to the POINT OF BEGINNING of this description; thence
continuing North 00 degrees 03 minutes 21 seconds East along said West line 390.12 feet
to the Southwest comer of the real estate described in Instrument Number 2002-5637 in
the Office of the Recorder, Hamilton County, Indiana; thence North 89 degrees 53
minutes 21 seconds East along the South line of said real estate 660.00 feet to the
Southeast comer of said real estate; thence North 00 degrees 03 minutes 21 seconds East
parallel with the West line of said Northwest Quarter Section and along the East line of
said real estate, and the extension thereof, 563.52 feet to the South line of the Southwest
Quarter of said Section 20; thence South 89 degrees 40 minutes 15 seconds West along
said South line 356.01 feet to the Southeast comer of the real estate described in
Instrument Number 87-30669 in said Recorder's Office; thence North 00 degrees 02
minutes 40 seconds East parallel to the West line of said Southwest Quarter Section and
along the East line of said real estate, and the extension thereof, 737.62 feet to the
Northeast comer of the real estate described in Instrument Number 88-15016 in said
Recorder's Office; thence North 89 degrees 57 minutes 20 seconds West along the North
line of said real estate 304.00 feet to the West line of said Southwest Quarter Section;
thence North 00 degrees 02 minutes 40 seconds East along said West line 574.14 feet to
the Northwest comer of the Southwest Quarter of said Southwest Quarter Section; thence
North 89 degrees 39 minutes 07 seconds East along the North line of said Quarter-
Quarter Section 1,325.00 feet to the Northeast comer of said Quarter-Quarter Section;
thence South 00 degrees 05 minutes 53 seconds West along the East line of said Quarter-
Quarter Section 1,314.19 feet to the Northeast comer of the West Half of the Northwest
Quarter of said Section 29; thence South 00 degrees 01 minutes 15 seconds East along
the East line of said Half Quarter Section 1,010.43 feet; South 89 degrees 58 minutes 45
seconds West 119.18 feet; thence South 18 degrees 25 minutes 31 seconds West 96.75
feet; thence South 00 degrees 01 minutes 34 seconds West 423.00 feet; thence South 89
degrees 31 minutes 57 seconds West 595.97 feet; thence North 00 degrees 14 minutes 10
seconds West 459.03 feet; thence North 89 degrees 58 minutes 32 seconds West 372.11
feet; thence North 00 degrees 01 minutes 34 seconds East 112.20 feet; thence West
205.18 feet to the place of beginning, containing 64.277 acres, more or less. Subject to all
legal highways, rights-of-ways, easements and restrictions on record.
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Maintenance and Operation Plan
The maintenance of the common areas will be funded by the dues
collected by the Home Owners Association and managed by a professional
management company. The next few pages will show a sample budget in
place for another project. All of the items listed as concerns under Exhibit B
of the Open Space Conservation Plan will be addressed by the management
company. These duties include obtaining a staff to perform the
maintenance, obtaining the necessary insurance, preparing a budget, and
preparing a maintenance schedule.
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· 'SAMPLElVlAINTENANCE PLAN ANI) 'BUDGET
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Please note that this budget is an estimate based on the information provided.
JAN FEB MARCH APRIL MAY JUNE JULY AUG SEPT OCT NOV DEC ANNUAL roOF
BUDGET EXPENSES
105 70 35 105 70 35 105 70 35 105 70 35
INCOME 343 351 8 8 375 8 8 399 8 8 423 8 8
ASSOCIATION FEES 33170 580 280 35438 580 280 37706 580 200 39974 580 315 149683
DEVELOPER CONTRIBUTION 0 0 0 20810 0 0 28373 0 0 8487 0 0 57670
TOTAL INCOME 33170 580 280 56248 580 280 66079 580 200 48461 580 315 207353
EXPENSES
MANAGEMENT FEES 1755 1795 1835 1875 1915 1955 1995 2035 2075 2115 2155 2200 23705 14.00%
PRINTING OTHER 135 135 135 135 135 135 135 135 135 135 135 135 1620 1.00%
POST AGE OTHER 116 25 25 124 25 25 132 25 25 140 25 25 712 1.00%
AMINISTRATIVE OTHER 25 25 25 25 25 25 25 25 25 25 25 25 300 0.00%
LEGAL/PROFESSIONAL 20 20 21 21 21 21 21 21 21 21 21 21 250 0.00%
-
TOTAL ADMINISTRA TlVE 2051 2000 2041 2180 2121 2161 2308 2241 2281 2436 2361 2406 26587
INSURANCE 0 0 0 0 0 0 0 5500 0 0 0 0 5500
PROPERTY TAX 0 0 0 0 2234 0 0 0 0 0 2234 0 4468 --
TOTAL INSURANCErr AX 0 0 0 0 2234 0 0 5500 0 0 2234 0 9968
ELECTRIC 400 400 400 400 400 400 400 400 400 400 400 400 4800 3.00%
WATER/SEWER 322 322 322 322 322 322 322 322 322 322 322 322 ~
TOTAL UTILITIES 722 722 722 722 722 722 722 722 722 722 722 722
SNOW REMOVAL 3550 3550 3550 0 0 0 0 0 0 0 0 3550 14200 8.00%
MOWING 0 0 0 4038 4039 4039 4039 4039 4039 4039 4039 0 32311 19.00"10
SHRUB & TREE MAINTENANCE 0 0 0 1569 1570 1570 1570 1570 1570 1570 1570 0 12559 7.00%
TURF PROGRAM 0 0 0 1258 1258 1258 1258 1258 1258 1258 1258 0 10064 6.00%
LANDSCAPING OTHER 0 0 0 3427 3427 3427 3428 3428 3428 3428 3428 0 27421 16.00%
POND MAINTENANCE 0 0 0 1733 0 0 0 1733 0 0 0 0 3466 2.00%
OTHER GROUD MAINTENANCE 773 773 773 773 773 773 773 773 774 774 774 774 9280 5.00%
IRRIGATION 0 0 300 30 30 30 30 30 30 300 0 0 780 ...
TOTAL GROUNDS MAINTENANCE 4323 4323 4623 12828 11 097 11097 11098 12831 11099 11369 11069 4324 110081
PLUMBING 0 0 0 0 200 0 0 0 0 200 0 0 400 1.00%
BUILDING MAINTENANCE 130 130 131 131 131 131 131 131 131 131 131 131 1570 1.00% I
POOL PHONE 55 55 55 55 55 55 55 55 55 55 55 55 660 1.00% I
POOL 0 0 0 0 2400 2400 2400 2400 2400 0 0 0 12000 7.00%
TOTAL BUILDING MAINTENANCE 185 185 186 186 2786 2586 2586 :- 186 14630
TOTAL EX 0 7572 15916 18960 16566 16714 7638 1
NET INCOME (LOSS) 25889 -6650 -7292 40332 .~ -23300 -1 8 33548 -15992 -7
CURRENT YEAR RESERVE FUND 8293 140 70 8860 1 9994 140 79
NET CASH FLOW 17596 -6510 -7362 31472 -18520 -16356 39938 -23440 -16418 23554 -16132 -7402 I
MONTHLY EXPENSE % 4.00% 4.00% 5.00% 9.00% 11.00% 10.00% 10.00% 14.00% 10.00% 9.00% 10.00% 4.00"1. 100.00"/.
(EXAMPLE ONLY)
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HOMEOWNERS ASSOCIATION
2001 BUDGET NOTES
INCOME:
4001 Association Fees: Association fees of$150.00 quarterly, 553 total lots.
Budgeted income based on sales projections as follow (currently 343 lots sold):
Total Lots Sold
First Quarter 367 24
Second Quarter 391 24
Third Quarter 414 24
Fourth Quarter 440 25
4002 Develover Contribution: Developer funding of association shortfall.
The first month of each quarter is based on 90% of the homeowners paying their
dues. Pro-rated dues, which are in the second and third months of each quarter,
are based on 100% of the homeowner's payment because they are paid out of
closing.
ADMINISTRATIVE EXPENSES:
. 6001 Management Fee: A montWy fee paid to the management company for their services.
Fee is $5.00 per month per lot. Minimum of $500.00 per month.
6016 PrintinJ!: Newsletters, budget packets, invoice payment copies and other
correspondence mailings/copies (Annual estimate - $1,620).
6022 Postage: Postage for invoices, newsletters, violation letters and other correspondence
(Annual estimate - $721).
6044 Administrative Other: Stationary, envelopes, checks, accounting supplies,Jong
distance calls and faxes (Annual estimate - $300).
6602 Legal/Professional: Filing of Federal/State tax returns and legal representation
(Annual estimate - $250).
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HOMEWOENERS ASSOCIATION
2001 BUDGET NOTES
INSURANCE/T AXES:
6100 Insurance: Liability and property insurance for common areas within the association,
including pool, pool house, playground, tennis and basketball court (Annual
premium $5,500).
6501 Provertv Tax: Property taxes on common area land, including pool, pool house,
playground, tennis and basketball court. Payment in May and November (Estimated
at $2,234 a halt).
6510 Taxes: Corporate Federal and State taxes (Estimated at $50).
UTILITIES:
6200 Electric: Electricity usage for entryways, pool house and streetlights. Based on 2000
usage (Annual estimate - $4,300).
6209 Water/Sewer: Water and sewer service for irrigation, pool and pool house. Based on
2000 usage (Annual estimate - $3,864).
GROUNDS EXPENSES:
6301 Snow Removal Contracted: Snow removal for all streets. Snow removal on one 2
inch to 3.9 inch pull is $1,700 per pull, one 4 inch to 5.9 inch pull is $1,850.
Estimated snow removal cost for the 2001 budget 0 $14,200 ($3,550 a month -
JanlFeb/Mar/Dec).
6410 Mowinf!: 26 mows to common area grounds at $1,151.22 per mow. Two edgings at
$1,190 each. Estimated mowing/edging cost for the 2001 budget - $32,311.72
($4,039 per month - April through November).
6416 Turf Proflram: Four turf fertilizations at $2,203.00 per application and $1,252.00 for
grub control. Estimated turf program cost for the 2001 budget - $10,064.00
(Roughly $1,258 per month - April through November).
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HOMEOWNERS ASSOCIA nON
2001 BUDGET NOTES
6423 Shrub/Tree Maintenance: Includes shrub trimming at $1,939, tree pruning at
$1,348.67, tree/shrub fertilizer at $4,737.50 and tree/shrub dormant oil at $1,511.55
and two tree/shrub insect control at $1,511.55 each. Estimated shrub/tree
maintenance cost for the 2001 budget. $12,559.82 (Roughly $1,570 per month -
April through November).
6442 Landscaoe Other: Mulch installation at $6,800, bed edging at $1,996.22, tree ring
edging at $1,599.24, mulch herbicide at $1,331, mulch handweed will be done 30
times at $159 per service - $4,770, yard clean-up at $667, annual summer flower
installation at $1,235, spring pansies installation at $1,710, fall mum installation at
$2,023, overall flow maintenance for the season at $270.00 and additional $5,000 for
re-mulch/misc. Estimated landscape other cost for the 2001 budget - $27,421.46
(Roughly $3,428 per month - April through November).
6450. Pond Maintenance: Monitoring of the lakes from April through October. Estimated
pond maintenance cost for the 2001 budget - $3,465.00 (Billed $1,733 in April
and August).
6490 Ground Maintenance: Litter clean-up in common area and all other miscellaneous
jobs not having specific line item. Ground maintenance approximately 4 hours a
week at $25.00 an hour, $40 a month for landscape lighting repair and $4,000
miscellaneous expense. Estimated ground maintenance cost for the 2001 budget-
$9,280 (Roughly $773 a month - Jan. through Dec.).
6551 Irrigation: Includes spring start-up, maintenance and winterization. Estimated
irrigation cost for the 2001 budget - $780.
BUILDING MAINTENANCE:
6203 PlumbinJ!: Any necessary plumbing work to the pool house. Winterization of
the pool house at $200.00 and spring start-up at $200. Estimated plumbing cost for
the 2001 budget - $400 (Cost to occur between April and October).
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HOMEOWNERS ASSOCIA nON
2001 BUDGET NOTES
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6206 Building Maintenance: Maintenance to pool house. Approximately $55.00 for
general maintenance and $5.00 a month for building light maintenance. $800
miscellaneous. Estimated building maintenance cost for the 2001 budget - $1,570
(Roughly $131.00 a month).
6500 Pool Phone: $55.00 per month service charge. Estimated pool phones - $660.00
($55.00 a month).
7000 Pool Maintenance: POOL OPENS MEMORIAL DAY WEEKEND! Includes
opening and closing of the pool, daily visits to chemically treating the pool, pool deck
and restrooms. Chemicals and supplies on a will call basis. Estimated pool
maintenance cost for the 2001 budget - $12,000 - Price does not include lifeguard
or monitors.
RESERVE:
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Reserve Fundinf!: Deposit of 25% of regular assessment to the Reserve.
Please note that this budget is an estimate based on the information provided.
F / AlFonns/HomeAssocBudget