Voluntary
Annexation
Application and Instructions
Please submit completed applications to the following address:
City Clerk
600 East Fourth Street, 7th Floor
Charlotte, NC 28202
(704) 336-2248
CityClerk@charlottenc.gov
Questions should be directed to:
Jonathan Wells, Planning Program Manager
Charlotte-Mecklenburg Planning Department
600 East Fourth Street, 8th Floor
Charlotte, NC 28202
(704) 336-4090
jwells@charlottenc.gov
Regular business hours are Monday through Friday 8:00 a.m. to 5:00 p.m.
Revised 03/20/2015
Application
Checklist:
□ LETTER ADDRESSED TO
CITY COUNCIL
□ PETITION REQUESTING
ANNEXATION
□ BOUNDARY
DESCRIPTION
OF SUBJECT PROPERTY
(electronic in MS Word format)
□ MAP OF THE SUBJECT
PROPERTY
(1 hard copy & 1 electronic
copy in pdf format)
□ FISCAL ANALYSIS
DATA SHEET
(undeveloped property only)
□ $400 FILING FEE
(by check only - payable
to the City of Charlotte)
This Page Left Intentionally Blank
Revised 03/20/2015
OVERVIEW OF VOLUNTARY ANNEXATION PROCESS
North Carolina annexation law allows that “the governing board of any municipality may annex (an area)
upon presentation to the governing board of a petition signed by the owners of all real property located
within such an area”. The purpose of this document is to describe the “voluntary annexation” process and
the steps to be taken by those interested in having their property voluntarily annexed.
Property may be eligible for annexation into the City of Charlotte if it is located within Charlotte’s
“extraterritorial jurisdiction”, an area within Mecklenburg County immediately outside of Charlotte’s
current City limits, but not within the Mecklenburg towns’ limits. The boundaries of extraterritorial
jurisdictions can be viewed on Mecklenburg County’s real estate website POLARIS:
http://polaris3g.mecklenburgcountync.gov/.
A pre-application conference is strongly encouraged for anyone contemplating submitting a voluntary
annexation petition. This can be scheduled by calling the Charlotte-Mecklenburg Planning Department at
704-336-2205. The Planning Department is located at the Charlotte-Mecklenburg Government Center, 600
East Fourth Street on the 8th floor.
The conference is intended to allow Planning staff to review the
annexation proposal and advise the petitioner as to information required and the potential petition’s
applicability to various policies related to annexation.
Pursuant to annexation agreements between the City of Charlotte and neighboring towns, no annexation
ordinance may be adopted by Charlotte City Council without first giving sixty days advance notice to each
town which is a party to these agreements. The City will be responsible for providing that notice is given
for any annexation petition accepted by the City Council and for which a public hearing is scheduled. No
annexation ordinance will be adopted by the City Council until after the sixty-day notice requirement has
been satisfied. If a petitioner desires that the City consider a more expeditious annexation schedule, a
petitioner must secure a written waiver from each town which is a party to these agreements, on the
town’s stationery and signed by a duly authorized municipal official, in the form set forth and attached (See
Exhibit A at the end of this document for an example). Upon receipt by the City of all necessary waivers,
the City Council will be in a position to consider a more expeditious annexation. The Cities or Towns
currently having annexation agreements with the City of Charlotte are the Cities or Towns of Concord,
Cornelius, Davidson, Harrisburg, Huntersville, Marvin, Matthews, Midland, Mint Hill, Stallings and
Weddington. Petitioners are responsible for verifying with the Charlotte City Attorney’s office (704-3362254) whether any additional annexation agreements have been executed subsequently.
The completed petition submission is made to the City Clerk’s Office using the procedures and forms
contained in this document. The City Clerk’s Office is located in the Charlotte-Mecklenburg Government
Center, 600 East Fourth Street, on the 7th floor. After receiving the petition packet, the City Clerk will
determine the sufficiency of the petition and if it is incomplete, the petitioner will be notified of any
additional information that is required.
The entire process takes approximately four months, from receipt of a sufficient petition packet to a final
City Council decision. Applicants are reminded that the title cannot be transferred on the subject property
during this process as it could serve to invalidate the process. City Council is required to hold a public
hearing on the requested voluntary annexation. The annexation will become effective after City Council
renders its affirmative decision on the request.
Revised 03/20/2015
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Revised 03/20/2015
VOLUNTARY ANNEXATION TIMELINE*
Petitioner holds Pre-Application Conference with the Planning Department.
DAY 1
Petitioner submits completed application and $400 filing fee to the City Clerk.
DAY 20
City departments
work collaboratively
to ascertain whether
the petition complies
with City voluntary
annexation policy.
City departments
determine
adequacy, accuracy
and completeness
of petition.
Planning notifies the
petitioner of issues.
New information
should be submitted
to the City Clerk.
NO
YES
DAY 21
The City Clerk issues a Certificate of Sufficiency.
DAY 25
Planning provides 60 day notice to neighboring municipalities.
DAY 90
At a business meeting, City Council considers a request
to hold a public hearing on the proposed annexation.
DENY
PROCESS
STOPS
.
APPROVE
DAY 105
The City Clerk advertises the public hearing at least 10 days before the hearing.
DAY 115
At a business meeting, City Council holds the public
hearing and considers the annexation ordinance.
DENY
PROCESS
STOPS
.
APPROVE
DAY 120
The City Clerk files the
annexation ordinance with
the Register of Deeds and
Secretary of State.
The Planning Department notifies various agencies
and individuals and all the municipalities that have
annexation agreements with the City of Charlotte
of the approved annexation.
As of effective date approved by City Council, City services are extended to the
approved annexation area.
Revised 03/20/2015
* Please note: The timeline may vary based upon completeness of petition packet, City Council
calendar, comments received from neighboring municipalities, and other factors.
APPLICATION INSTRUCTIONS
This application to request voluntary annexation may be obtained from:
City Clerk
600 East Fourth Street, 7th Floor
Charlotte, NC 28202
(704) 336-2248
CityClerk@charlottenc.gov
www.charmeck.org/city/charlotte/CityClerk
It is strongly preferred that these completed forms be submitted to the Office of the City Clerk in electronic format,
preferably in Microsoft Word, by e-mail or on writeable CD (with the exception of the cover letter and petition which
must have an original signature and therefore need to be submitted in hardcopy). Maps should be submitted in hard
copy and electronically, preferably in pdf format.
A completed petition consists of the following:
1. Letter addressed to the Mayor and City Council, stating the name(s) of petitioner(s), parcel identification number(s)
and address(es) of the affected parcel(s) and total number of acres involved.
2. Petition, containing the original signatures of all the names of all the property owners. Signatures:
- Own Signature: Each person signing a protest petition must sign his or her own name.
- Wife and Husband: For property owned jointly be a wife and husband, each spouse must sign the petition.
- Tenants in Common: For property owned by tenants in common, each tenant in common must sign the
petition.
- Corporation: For property owned by a corporation, the petition must be signed by the president, vicepresident, or other duly authorized agent. Indicate representative capacity when signing.
- Partnership: For property owned by a partnership, the petition must be signed by a partner, or in the case of a
limited partnership, a general partner. Indicate representative capacity when signing.
- Unincorporated Association: For property owned by an unincorporated association, the petition must be
signed by a duly authorized officer or agent of the association. Indicate representative capacity when signing.
- Religious Body: For property owned by a religious society, congregation or other body, the petition must be
signed by a duly authorized trustee, officer, or agent. Indicate representative capacity when signing.
3. Narrative description of the subject property boundary, that shall:
- Be accurate and prepared in conformance with applicable law and surveying standards;
- Be consistent with the map described in paragraph 4 below in all regards;
- Be written in a clockwise direction.
- Describe the perimeter of the subject property.
- Note expressly those segments where the description is following and contiguous to the existing City limits.
- If applicable, note expressly where the description of the boundary of the subject property is contiguous
with property that the City has agreed not to annex in accordance with annexation agreements (Planning staff
can advise as to the applicability of this provision).
Revised 03/20/2015
4.
Map of the subject property, the map must be in a form acceptable to the Mecklenburg County Register of Deeds
(a surveyor’s or engineer’s map), and should have labelled the boundaries of the property being requested for
annexation, as well as the existing city limits as it relates to the subject property, and the Mecklenburg County
boundary (if applicable). The map should contain the calls and distances for each portion of the boundary of the
subject property. The map should not contain color or shading. Two forms of the map are required: One hard copy
with image sharp enough to make it easily reproducible, and one electronic copy (.pdf format) with page image no
larger than 8 ½” x 11”. The name of the annexation area should appear legibly on the map when reproduced at 8 ½
x 11. The tax ID numbers should be printed on the map.
5.
Fiscal Analysis Data Sheet, to be completed for undeveloped properties providing summary-level information on
the petitioner’s planned land development for the subject property (see attached). In accordance with the City’s
Voluntary Annexation Policies (adopted by City Council on March 24, 2003), “Voluntary annexations may be
approved in instances where City services can be extended to the annexation area without an undue negative
impact on City finances…” The information contained on the completed Data Sheet will enable City staff to conduct
the necessary financial analysis in accordance with annexation policy.
6.
$400 Filing Fee, by check only, made payable to the City of Charlotte must accompany the petition.
Questions should be directed to:
Jonathan Wells, Planning Program Manager
Charlotte-Mecklenburg Planning Department
600 East Fourth Street, 8th Floor
Charlotte, NC 28202
(704) 336-4090
jwells@charlottenc.gov
Revised 03/20/2015
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Revised 03/20/2015
PETITION REQUESTING ANNEXATION
(Insert Name of Annexation Area Here)
DATE: ________________________
To the City Council of the City of Charlotte, North Carolina:
1.
We the undersigned owners of real property respectfully request that the area described in
Paragraph 2 below be annexed to the City of Charlotte:
2.
The boundary of the area to be annexed is contiguous to the City of Charlotte and is set forth
below:
LEGAL DESCRIPTION
(Insert Legal Boundary Description Here)
Property Owner Name
(Printed)
Address or Parcel/ Tax ID Number of
Property Proposed for Annexation
Mailing Address of Property Owner
(Use additional sheets as necessary)
Revised 03/20/2015
Property Owner Signature
(Print Name Below Signature)
PETITION REQUESTING ANNEXATION
(Insert Name of Annexation Area Here)
Property Owner Name
(Printed)
Revised 03/20/2015
Address or Parcel/ Tax ID Number of
Property Proposed for Annexation
Mailing Address of Property Owner
Property Owner Signature
(Print Name Below Signature)
CITY OF CHARLOTTE - VOLUNTARY ANNEXATION PETITION
FISCAL ANALYSIS DATA SHEET
Date: ________________________
Annexation area name: _____________________________________________________________________________________
Petitioner(s): ________________________________________________________________________________________________
Subject area acreage: _______________________________________________________________________________________
Current land use: ____________________________________________________________________________________________
Proposed land use or development (describe): _____________________________________________________________
______________________________________________________________________________________________________________
______________________________________________________________________________________________________________
______________________________________________________________________________________________________________
Residential (single family):
Number units: _____________
Anticipated build-out _____________ years
Av. price point: $ ___________________/unit
Residential (multi-family):
Number units: _______________
Type tenancy:
Anticipated build-out __________ years
Own Av. price point: $ _________________________/unit
Rent Av. price point: $ ______________________/month
Retail:
Square footage: ____________ Anticipated build-out _____________ years
Type tenancy: _________________________________________________________
Commercial (non-retail, e.g. office, medical, fitness, services, hotel, theater):
Square footage: ____________ Anticipated build-out _____________ years
Type tenancy: _________________________________________________________
Other (e.g. school, daycare, church, open space, governmental or other tax-exempt activity):
Square footage: ____________ Anticipated build-out _____________ years
Type tenancy: _________________________________________________________
Infrastructure: Centerline linear feet of publicly-dedicated roadways proposed: _______________ feet
Public sewer/water proposed (describe):
_____________________________________________
_____________________________________________________________________________________________
Development scale:
Revised 03/20/2015
Maximum number of proposed stories: __________________ stories
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Revised 03/20/2015
EXHIBIT A
(Example of Waiver from Towns with Annexation Agreements with Charlotte)
Mayor
City of Charlotte
600 E. Fourth Street
Charlotte, North Carolina 28202
Dear Mayor:
This letter is to notify the City of Charlotte that the City/Town of _______________________ hereby
waives the sixty (60) day notice requirement contained in the Annexation Agreement, as amended,
between our municipalities. This waiver only applies to the annexation by the City of Charlotte of the
property shown on the attached map. The undersigned has been duly authorized to execute this waiver
on behalf of the City/Town.
Sincerely,
Name:
Title:
Note: The Petitioner must attach to this letter a copy of the same map which is submitted to the City
of Charlotte as part of the annexation petition.
Revised 03/20/2015
Charlotte, North Carolina Annexation History
H
le
Year Annexed
1855 – 1899
1900 – 1959
1960 – 1969
1970 – 1979
1980 – 1989
1990 – 1999
2000 – 2009
2010 – Present
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Date: January, 2015