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Annexation Policy and the Annexation Policy and the yyComprehensive PlanComprehensive Plan
PresentationPresentationNovember 9, 2012November 9, 2012
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November 9, 2012November 9, 2012
Annexation Policy DocumentAnnexation Policy DocumentyyOverview:Overview:Background history and strategiesBackground history and strategiesBackground, history, and strategiesBackground, history, and strategies
Policy:Policy:P li St t t t id d id ti l fP li St t t t id d id ti l fPolicy Statements to guide and provide rationale for Policy Statements to guide and provide rationale for consideration of areas for annexationconsideration of areas for annexation
Program:Program:Process for identifying areas for potential annexation Process for identifying areas for potential annexation and places them in a Program Documentand places them in a Program Documentand places them in a Program Documentand places them in a Program Document
Plan:Plan:A document required by state statute to initiate fullA document required by state statute to initiate full
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A document, required by state statute, to initiate full A document, required by state statute, to initiate full purpose annexation proceedingspurpose annexation proceedings
Benefits of Annexation PolicyBenefits of Annexation Policyyy
Facilitates proactive planning for future growthFacilitates proactive planning for future growth
Promotes orderly growth and developmentPromotes orderly growth and development
Allows for efficient delivery of municipal servicesAllows for efficient delivery of municipal services
Actual & Projected Population
,009
2,89
5,83
5
3,500,000
3 646
6,52
8
585,
602
1,89
5,27
4
60 151
0,46
0
88,9
71
1,18
5,39
4
1,39
2,93
1
1,71
4,77
3 2,39
9, 2
1,500,000
2,000,000
2,500,000
3,000,000
253,
854
408,
442
587,
718
654,
153
786,
023
935,
933
1,14
4,
1,32 1,
337,
176
500,
4 6
687,
1
830 98
0
500,000
1,000,000
1940 1950 1960 1970 1980 1990 2000 2010 2020 2030
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City of San Antonio Bexar County
OverviewOverviewBackgroundBackground Extraterritorial Jurisdiction (ETJ) MapExtraterritorial Jurisdiction (ETJ) Map Extraterritorial Jurisdiction (ETJ) MapExtraterritorial Jurisdiction (ETJ) Map
HistoryHistory1940 (36 S il 254 000 l )1940 (36 S il 254 000 l ) 1940 (36 Sq. miles, 254,000 people)1940 (36 Sq. miles, 254,000 people)
2012 (473 Sq. miles, 1.3 million people)2012 (473 Sq. miles, 1.3 million people)
StrategiesStrategies Promote Economic GrowthPromote Economic Growth
Facilitate LongFacilitate Long--Range PlanningRange Planning
Protect Future DevelopmentProtect Future Development
Foster Intergovernmental RelationsFoster Intergovernmental Relations
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Foster Intergovernmental RelationsFoster Intergovernmental Relations
Policy CategoriesPolicy Categoriesy gy g
1.1. Projected GrowthProjected Growth
2.2. Ability to Provide Municipal Services Ability to Provide Municipal Services
3.3. Need to Protect Public Health, Safety, and WelfareNeed to Protect Public Health, Safety, and Welfare3.3. Need to Protect Public Health, Safety, and WelfareNeed to Protect Public Health, Safety, and Welfare
4.4. Intergovernmental Relations Strategies to protect Intergovernmental Relations Strategies to protect current and future interestscurrent and future interests
5.5. Fiscal Impact of Annexing and not AnnexingFiscal Impact of Annexing and not Annexing
66 NonNon--Annexation Agreement ConditionsAnnexation Agreement Conditions6.6. NonNon--Annexation Agreement ConditionsAnnexation Agreement Conditions
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1. Projected Growth1. Projected Growth
Anticipated DevelopmentAnticipated Development
Planned Regional Planned Regional Growth CenterGrowth Center
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Undeveloped LandUndeveloped Land
2. Municipal Services2. Municipal Servicespp
Clarify service delivery boundaries between jurisdictionsClarify service delivery boundaries between jurisdictions
Annex areas that benefit from a level of service Annex areas that benefit from a level of service calibrated for a suburban vs rural areacalibrated for a suburban vs rural area
Shall not adversely impact services to existing areas, but Shall not adversely impact services to existing areas, but may allow for more efficient future servicesmay allow for more efficient future services
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Fire and EMSFire and EMS Police ServicesPolice Services
3. Public Health, Safety, and Welfare3. Public Health, Safety, and Welfare
Enforce building codes, land use, Enforce building codes, land use, and zoning regulationsand zoning regulationsand zoning regulationsand zoning regulations
Extend development regulations to Extend development regulations to protect environmentally sensitive protect environmentally sensitive areasareas
Sensitive AreaSensitive Area
Provide zoning and land use Provide zoning and land use around Military operationsaround Military operations
Apply standards and annex Apply standards and annex before development occursbefore development occurs
Military OperationsMilitary Operations
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Military OperationsMilitary Operations
4. Intergovernmental 4. Intergovernmental StrategiesStrategiesStrategiesStrategies
Protect ability to expandProtect ability to expand
Oppose new political bodiesOppose new political bodies C lKendall
Cities and NonCities and Non--annexation Agreementsannexation Agreements
Oppose new political bodies Oppose new political bodies that may negatively impact that may negatively impact CityCity !"#$01
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ComalKendall
Bandera
Factors for release of ETJ or Factors for release of ETJ or corporate limits:corporate limits:
E l hE l h
Æÿ4061
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!"#$53
!"#$01!"#$014
Æÿ61
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!"#$01 Guadalupe
•• Equal exchangeEqual exchange•• Adequate land use control in Adequate land use control in
released areareleased areaH l l if i d liH l l if i d li
!"#$0
(/78
Æÿ4061
!"#$014
(/09
Æÿ151
Æÿ4061
!"#$014
!"#$014
Bexar
Medina
•• Helps clarify service delivery Helps clarify service delivery boundariesboundaries
•• No negative fiscal impact No negative fiscal impact •• Cumulative effect of individualCumulative effect of individual
(/181
!"#$73
Æÿ4061
!"#$53
Æÿ61 (/182
Wilson
Atascosa
99
•• Cumulative effect of individual Cumulative effect of individual releasesreleases
NonNon--annexation Agreements annexation Agreements (Red Areas)(Red Areas)
5. Fiscal Impact5. Fiscal Impact
Fiscal Impact Analysis for all Fiscal Impact Analysis for all proposed annexationproposed annexationproposed annexationproposed annexation
Annex to capture revenue from Annex to capture revenue from growing population surroundinggrowing population surroundinggrowing population surrounding growing population surrounding CityCity Texas A & M UniversityTexas A & M University
Annex commercial areas to Annex commercial areas to support residential areassupport residential areas
Toyota ManufacturingToyota Manufacturing
Annex to keep economic Annex to keep economic activity, and associated tax activity, and associated tax revenue, within City limitrevenue, within City limit
1010
Toyota ManufacturingToyota Manufacturing revenue, within City limitrevenue, within City limit
6. Non6. Non--Annexation AgreementsAnnexation Agreementsgg Must be offered on land with Agricultural Must be offered on land with Agricultural
ExemptionsExemptions
Industrial Districts for Economic Industrial Districts for Economic Development should consent to voluntary Development should consent to voluntary annexation at end of agreementannexation at end of agreement
Ag Exempt PropertyAg Exempt Property
annexation at end of agreementannexation at end of agreement
NonNon--Annexation Agreements should be Annexation Agreements should be gglisted in Annexation Programlisted in Annexation Program
Consider the extension of regulations Consider the extension of regulations and feeand fee--based services to prepare forbased services to prepare forand feeand fee based services to prepare for based services to prepare for potential future annexationpotential future annexation
Consider revenue sharing for areas with Consider revenue sharing for areas with ta ing a tho it (e g P blicta ing a tho it (e g P blic
1111
Lancer Industrial DistrictLancer Industrial Districttaxing authority (e.g. Public taxing authority (e.g. Public Improvement Districts)Improvement Districts)
Policy Changes SummaryPolicy Changes Summaryy g yy g y
New Proposed Evaluation Categories
Level of Development
Intergovernmental Relations
Non-Annexation Agreement Conditions
Categories Carried Forward from Current Policy
Ability to Provide Municipal Services
Protection of Public Health, Safety and Welfare
Fiscal Considerations
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Annexation ProgramAnnexation Program Identifies areas where City may chose to initiate annexation Identifies areas where City may chose to initiate annexation
proceedingsproceedings
Projected for TenProjected for Ten--Year PeriodYear Period
Estimates proposed Year for each annexationEstimates proposed Year for each annexation
Inclusion does not obligate City to annexInclusion does not obligate City to annex Inclusion does not obligate City to annexInclusion does not obligate City to annex
Exclusion does not prohibit an area from being annexedExclusion does not prohibit an area from being annexed
1313DRAFT
Preparation of Annexation ProgramPreparation of Annexation Program
MultiMulti--department team department team approachapproach
Step 1Step 1: Collect data for analysis: Collect data for analysis
approachapproach
Step 2Step 2: Analyze data based on : Analyze data based on annexation policy annexation policy statementsstatementsstate e tsstate e ts
Step 3Step 3: Conduct a ‘Level of : Conduct a ‘Level of Service Analysis’ for Service Analysis’ for proposed areasproposed areas
Step 4Step 4: Conduct Fiscal Impact : Conduct Fiscal Impact
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AnalysisAnalysis
Preparation of Annexation ProgramPreparation of Annexation Program
Step 5Step 5: Determine final set of : Determine final set of proposed areas of theproposed areas of theproposed areas of the proposed areas of the Annexation ProgramAnnexation Program
Step 6Step 6: Executive Leadership Team : Executive Leadership Team pp ppReview of Draft Annexation Review of Draft Annexation Program; Share with City Program; Share with City Council prior to publicCouncil prior to publicCouncil prior to public Council prior to public information meetingsinformation meetings
Step 7Step 7: Draft Annexation Program: Draft Annexation ProgramStep 7Step 7: Draft Annexation Program : Draft Annexation Program goes through Public Process goes through Public Process and Hearingsand Hearings
Fire Station LocationsFire Station Locations
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External CommunicationExternal Communication
Property Owners in City and ETJ shall beProperty Owners in City and ETJ shall be Property Owners in City and ETJ shall be Property Owners in City and ETJ shall be involved in creation of Annexation Programinvolved in creation of Annexation Program
Public comment sought for annual updatesPublic comment sought for annual updates Public comment sought for annual updatesPublic comment sought for annual updates
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Annexation PlanAnnexation Plan
Full PurposeFull Purpose City Council DistrictsCity Council Districts
Limited PurposeLimited Purpose
General ProvisionsGeneral Provisions General ProvisionsGeneral Provisions
•• Contiguous to City limits Contiguous to City limits within ETJwithin ETJwithin ETJ within ETJ
•• 1,000 feet minimum width 1,000 feet minimum width
•• 10 % maximum existing10 % maximum existing•• 10 % maximum existing 10 % maximum existing city’s areacity’s area ETJETJ
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Full Purpose AnnexationFull Purpose Annexationpp
Full City ServicesFull City Services Full City ServicesFull City Services
Extends all RegulationsExtends all Regulations
Full Taxing AuthorityFull Taxing Authority
Requires 3Requires 3--Year Year Police ProtectionPolice ProtectionqqMunicipal Annexation Municipal Annexation PlanPlan
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Solid WasteSolid Waste
33--Year Annexation ProcessYear Annexation Process Notify property owners Notify property owners
Compile “Inventory of Services”Compile “Inventory of Services” Compile Inventory of ServicesCompile Inventory of Services
Prepare proposed “Service Plan”Prepare proposed “Service Plan”
Conduct 2 public hearingsConduct 2 public hearings Conduct 2 public hearingsConduct 2 public hearings
Begin negotiations with property Begin negotiations with property owners (if necessary)owners (if necessary)
Finalize Service PlanFinalize Service Plan
(Potential) arbitration of Service (Potential) arbitration of Service PlanPlan
Annexation may only occur in 37Annexation may only occur in 37thth
1919
Annexation may only occur in 37Annexation may only occur in 37month, after plan is adoptedmonth, after plan is adopted
Exemptions to 3Exemptions to 3--Year ProcessYear Process
Contains 99 or fewer residential tractsContains 99 or fewer residential tracts
By petition of property owner (voluntary)By petition of property owner (voluntary)
By petition of > than 50% of property ownersBy petition of > than 50% of property owners By petition of > than 50% of property ownersBy petition of > than 50% of property owners
2005 QVC Center Voluntary Annexation2005 QVC Center Voluntary Annexation
2020
2005 Hunters Pond Voluntary Annexation2005 Hunters Pond Voluntary Annexation2005 QVC Center Voluntary Annexation2005 QVC Center Voluntary Annexation
Limited Purpose AnnexationLimited Purpose Annexation
Extends some City Extends some City Reg lationsReg lationsRegulationsRegulations
No City ServicesNo City Services
No City TaxesNo City Taxes
Requires Planning StudyRequires Planning Study
2003 City South Limited Purpose 2003 City South Limited Purpose
Requires Planning StudyRequires Planning Study
Requires Regulatory Requires Regulatory PlanPlan
AnnexationAnnexationPlanPlan
Proposed for areas Proposed for areas planned for future Fullplanned for future Full
2121
planned for future Full planned for future Full Purpose AnnexationPurpose Annexation
Annexation RecommendationsAnnexation Recommendations
Forward Annexation Policy DocumentForward Annexation Policy DocumentForward Annexation Policy Document Forward Annexation Policy Document for Adoptionfor Adoption
Develop a 10Develop a 10--Year Annexation Program Year Annexation Program in Fiscal Year 2013in Fiscal Year 2013
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Comprehensive PlanComprehensive Planpp
Outlines growth scenarios Outlines growth scenarios th t b i l t dth t b i l t d
Components of San Antonio Components of San Antonio Comprehensive PlanComprehensive Plan
that can be implemented that can be implemented through Annexation through Annexation
P id t t fP id t t f Provides context for Provides context for creating Annexation creating Annexation Program Program gg
Articulates where Articulates where municipal services may municipal services may p yp ybe needed to meet future be needed to meet future needsneeds
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Comprehensive Plan Purpose
Update 1997 Master Plan Policies
H l I l t SA2020 Help Implement SA2020
Articulates the form of future physical growth
Accommodates distributes and Accommodates, distributes and projected growth
Guides strategic decision making –annexation and transportation planning
Guides infrastructure investments and incentives
Reconciles existing plans, policies, and assumptionsassumptions
24Cover of SA2020
Complements SA2020 Goals
Promote active living through a better built environment such as walkable neighborhoods and complete streets to encourage bikingwalkable neighborhoods and complete streets to encourage biking and walking
Improve the ratio of infill and suburban development targeted and built inside Loop 410 versus greenfield development outside of Loopbuilt inside Loop 410 versus greenfield development outside of Loop 1604
25San Antonio Better Block - March 2012
SA2020 Goals Continued
Connect new employment centers to housing locations to decrease work commute times and overall vehicle miles traveled.
Promote jobs in the arts; public participation in the arts; with the goal of increasing the economic impact of the arts AND enhancing our image as a world class city whereAND enhancing our image as a world class city where people who like the arts want to live.
Create a vibrant community that reflects San Antonio’s diverse range of artistic expression that builds on our rich g pcultural heritage.
Avenida Guadalupe
26Students at Say Si Media Arts Studio
World Class Cities
Provides high quality of life and urban design
Attracts people to visitand urban design
Memorable sense of place Economic development
magnet for entrepreneurs and creative class
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San Francisco, CaliforniaParis, France
Strategiesg
Balance location and intensity of new developmentdevelopment
Ensure transportation plans support land use Coordinate with Military Coordinate incentive programs Predict service demands Guides utility and infrastructure investment Guides utility and infrastructure investment Guides annexation program
28S.T.A.R. Program
Mega-Regions in Texas
Dallas/Fort WorthDallas/Fort Worth
Austin Houston/Galveston
Texas Triangle MegaTexas Triangle Mega--RegionRegion
San Antonio
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Comparison of Adopted Plans in other Citiesin other Cities
Austin Austin –– 20122012
Fort Worth Fort Worth –– 20122012
El Paso El Paso –– 20122012
Dallas Dallas –– 20062006
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Other Texas Cities
Other Texas Cities with Comprehensive Plans UnderwayOther Texas Cities with Comprehensive Plans UnderwayGarlandGarland anticipated adoption 2012anticipated adoption 2012 Garland Garland –– anticipated adoption 2012anticipated adoption 2012
San Marcos San Marcos –– anticipated adoption 2013anticipated adoption 2013
Waco Waco –– anticipated adoption 2013anticipated adoption 2013
Denton Denton –– anticipated adoption 2014anticipated adoption 2014
Denton
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Denton
Garland San Marcos Waco
Summary of Best Practices
Population Projections and Population Projections and Dist ib tionDist ib tion
Growth Scenarios Planning and Growth Scenarios Planning and Impact Analysis:Impact Analysis:DistributionDistribution
Community Design ManualCommunity Design Manual
Impact Analysis:Impact Analysis:•• Natural resourcesNatural resources•• FinancialFinancial•• City Services and InfrastructureCity Services and Infrastructure
Working/Technical PapersWorking/Technical Papers
Annexation ProgramAnnexation Program
•• City Services and InfrastructureCity Services and Infrastructure•• TransportationTransportation•• Economic/MarketEconomic/Market
Strategic and Strategic and Implementation PlansImplementation Plans
Fiscal SustainabilityFiscal Sustainability Fiscal SustainabilityFiscal Sustainability
Frequent Updating of Plans Frequent Updating of Plans
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San Antonio Comprehensive Plan HistoryComprehensive Plan History
Law of Indies
1933 First Master Plan
Updated 1951, 1980, & 1997& 1997
San Antonio Survey – late 1800s
33San Antonio Map
Current City Master Plans y
Overarching policy documentsOverarching policy documentsExample: Master Plan Policies, SA2020Example: Master Plan Policies, SA2020
Level I: Functional PlansE l M j Th hf Pl Hi t i P ti Pl
Level I: Functional PlansE l M j Th hf Pl Hi t i P ti Pl
Level II: General PlansLevel II: General Plans
Example: Major Thoroughfare Plan, Historic Preservation PlanExample: Major Thoroughfare Plan, Historic Preservation Plan
Level III: Specific PlansLevel III: Specific Plans
Example: North Sector & West/Southwest Sector PlansExample: North Sector & West/Southwest Sector Plans
Level IV: More Specific PlansLevel IV: More Specific Plans
Example: River North Neighborhood PlanExample: River North Neighborhood Plan
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pExample: Westside Reinvestment Plan
pExample: Westside Reinvestment Plan
Evaluation of Current Plans
Too little coordination between Too little coordination between l ( hi l dl ( hi l dplans (e.g. geographic plans and plans (e.g. geographic plans and
functional plans)functional plans)
Inconsistent growth assumptionsInconsistent growth assumptions Inconsistent growth assumptions, Inconsistent growth assumptions, if any (different planning horizons if any (different planning horizons and sources)and sources) Museum Reach of the Riverwalk
Emphasis on Neighborhood Emphasis on Neighborhood Planning since 1998Planning since 1998 Does not address key regional Does not address key regional gg
critical issues critical issues –– sustainability, sustainability, mobility, design, and economic mobility, design, and economic competitivenesscompetitiveness
35King William Fair
Evaluation of Current Plans
No implementation strategy to achieve overall policy goals
Not strategic does not prioritize multiple goals Not strategic – does not prioritize multiple goals
Capital improvement infrastructure projects not strategically coordinated to support future land use goals
Not designed to implement SA2020 ision fo a o ld class cit Not designed to implement SA2020 vision for a world class city
36
Cyclist on Guadalupe St.VÍA Bus at Milam Plaza
Key Elements of ProposedComprehensive Planp
BackgroundBackground Existing Conditions
Implementation Tools Annexation Policies
Trend Indicators
Population Estimates/Projections
Working/Technical Papers
Capital Improvement Program Reinvestment/Redevelopment
Prioritized AreasD l t R l tig/ p
StrategiesStrategies Preferred Growth Scenario
Core strategies (Housing Natural
Development Regulations
Core strategies (Housing, Natural Resources, Sustainability, Economic Development, Land Use & Urban Design, Historic Preservation)g , )
Enhanced Strategies (Transportation, Public, Military, and Intergovernmental C )
37Cevallos Lofts
Cooperation)
Beneficial Outcomes Policy guide for prioritization of City
investments Determine market demand for future
services
New growth in all sectors of city
Prioritize areas for new growth
Further coordination of military presence
U d t UDC d i d t i l t Guide future transportation system
plan
Update UDC: designed to implement the plan
Mechanism to coordinate all functional plansfunctional plans
38UTSA Downtown CampusSan Antonio Head Start
Process Initiation
Emphasis on Multi-Departmental and Ci P C iCity Partner Cooperation
Coordinate Growth Scenario Planning with MPO 2040 Plan
Undertake Working Papers/Technical Studies: Planning Meeting
Infill Development Capacity Analysis
F t J b d E i Future Jobs and Economic Opportunity in City limits
Alternative Scenario Fiscal Impact Analysis
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Impact Analysis
Stakeholder Engagement Cyclists Crossing Stream