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

33

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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•• Equal exchangeEqual exchange•• Adequate land use control in Adequate land use control in

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•• Helps clarify service delivery Helps clarify service delivery boundariesboundaries

•• No negative fiscal impact No negative fiscal impact •• Cumulative effect of individualCumulative effect of individual

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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

2323

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

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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

Questions,

Discussion, andDiscussion, and

Next StepsNext Steps

40