Hansz/Notes on Second Draft of PUD AgreementMEMORANDUM
April 1, 1999
N
To: Al Thelen, Interim City Manager
Glen Neier, City Attorney
From: Jim Hansz, Director of Public ork
Subject: Waterford of Flathead Valley PUD Agreement, second draft
I have reviewed the draft dated April 5, 1999, with respect to the issues discussed during
the meeting of March 5, 1999 and earlier meetings with Jay Billmeyer, engineer for the
applicant.
Generally, the draft agreement is fairly specific on issues where the applicant expects the
City to agree to specific items. The language regarding the obligations of Waterford remains
somewhat vague in many areas. Also, when pressed in prior meetings for information to better
specify and define Waterford's improvement obligations, the applicant's engineer has stressed
that the City's subdivision rules would not require this at this time and therefore it is
inappropriate to require it of Waterford for this application. At some point Waterford should be
politely reminded that this is being reviewed as a PLTD, and that subdivision rules would be
followed if the application were made under those rules. It also should be clear throughout the
agreement that all of Waterford's public improvements will be subject to City review and
approval and will be constructed in full conformance with City standards. My other comments,
by pertinent section, follow and are on my attached mark-up. Also attached are review
comments provided by Mike Baker.
3.01 Access: Plans presented at the meeting on March 29"' indicated that Waterford has
relocated the crash gate at Summit Ridge to a location on the proposed Waterford Drive, as
previously discussed. Summit Ridge Drive is listed to be improved by Waterford. Four Mile
Drive is also listed to be improved by Waterford, but to match the existing level of improvement.
Post Office Box 1997 - Kalispell, Montana 59903-1997
Telephone (406) 758-7700 - FAX (406) 758-7758
This is contrary to discussions in which staff clearly indicated improvements would be required
to Kalispell Local Street standards in conformance with Planning Board recommendations. This
will include curb, gutter and sidewalk with a boulevard area behind the curb. Sidewalk
improvements could be limited to one side of the street, depending on the location of the
walkway identified in paragraph 3.06, subject to City Council concurrence. Additional notes are
made on the draft mark-up that is attached.
3.02 Sewer, Water and Storin Water: See attached mark-up. Certain levels of
improvement have been identified and could be clearly specified in the agreement. Required
water line sizes have been identified through the Waterford modeling effort. A pressure booster
station is required to ensure adequate fire flows are available. Up -sizing the 8-inch connector in
Four Mile Drive to a 12-inch size is desirable and the City normally would fund this increased
size when it is done at City request. The length of this loop connector could be reasonably
estimated or shown on preliminary design plans.
Sewer improvements within the development must be designed to City and State
standards. Further specification of this is not necessary.
Stonn water improvements are required by City policy to ensure that storm water flows
from the developed property do not exceed pre -development levels. Follow-up data thus far
presented does not identify the nature of these improvements, but does clearly indicate that
mitigating facilities will be different from those outlined in preliminary presentations and will be
located on neighboring property not owned by the applicant. The City may not authorize any
off -site improvement that involves private property owned by others. Mitigation improvements
must be better specified and any proposal for improvements off -site must be accompanied by
documentation satisfactory to the City that such improvements are acceptable to the owner of the
property where they would be located. This is somewhat different from discussions on March 5"'
where staff was led to believe and drawings were clearly marked to show that the development
and eventual ownership of these properties would very likely be by Waterford. Implicit in the
Waterford request to retain a right to recover storm water facility costs is the probability that
Waterford will not be the owner / developer of these affected properties. Waterford proposes that
infrastructure located within the development remain as their property to be maintained by
Waterford. Storm water facilities, necessary to mitigate Waterford's storm water run-off, that are
located off -site must also remain as the ownership and maintenance responsibility of Waterford.
Documentation ensuring the satisfactory performance of this obligation should be developed and
submitted for approval by the City. Overall, the concept of private ownership of these facilities
is not objectionable. Several examples of this exist within the City, Buffalo Stage and Buffalo
Commons are two. However, all facilities must be installed, operated and maintained to City
standards.
Signage throughout the project should conforrn to current City standards.
3.04 Landscae Plan: Reviewed by Mike Baker, see attached.
3.05 Lighting Plan: See attached mark-up. Lighting should receive approval of the City
and a plan of lighting improvements should be submitted and approved before construction.
3.06 Off Site Walkwgys: Reviewed by Mike Baker. The proposed location of this
walkway should be subject to City review and approval. Coordination of this with sidewalks on
Four Mile Drive is necessary to determine the need for regular concrete sidewalks on both sides
of Four Mile Drive.
3.07 Fire SUpression and Access Plan: The City should review and approve the
engineered fire suppression plan prior to construction as well as the access plan.
3.08 Sig : The City should review and approve this and other signage plans.
3.09 Traffic Stud : With the Waterford's tacit agreement to improve Four Mile Drive, the
need for a traffic impact study is reduced. However, some mechanism for determining potential
cost sharing of future traffic mitigation improvements may be necessary. Therefore, a future
traffic study to establish the impacts of Waterford and the City recreation area and any new
developments may be desirable. Please refer to the attached mark-up for changes of the present
language of the draft. I cannot suggest proposed language regarding future cost sharing.
me.
The meaning of Waterford's reference to future changes to Four Mile Drive is unclear to
Z.,
7.01 Subdivision: From Section V of the draft forward, the paragraphs are numbered
incorrectly. Waterford has consistently stressed that subdivision of the property is not intended.
Their justification for a PUD was based on this premise so that they could avoid the requirements
of the City's subdivision regulations. Therefore, I believe this section should clearly rule out any
future subdivision of the property. Please refer to mark-up.
7.04 IWact Fees: This should be re -titled Utility Connection Fees. Waterford has
ignored clear and unambiguous information provided by staff regarding the City's requirements
with respect to utility connection fees. On March 5h the staff informed Mr. Billmeyer that City
connection fees would be assessed on the basis of the number and size of connections in
accordance with the present City fee schedule. These fees were estimated from plans dated 1-6-
99 that clearly showed individual connections for each structure. The fee estimate provided to
Mr. Billmeyer was $307,551.00, but he was advised that the actual fees would be based on the
sizes listed with building permit applications at the time permits are requested. The proposed
fees in this draft are for a single "master meter" installation concept that was proposed by Mr.
Billmeyer on the 51". At that time, Mr.Billmeyer was advised that the City might consider a
master meter but the utility connection fees would be based on the sizes of individual
connections as described. A master meter would be beneficial for determining the residential
versus irrigation water use. This could be significant for Waterford with respect to their monthly
sewer fees. Mr. Billmeyer indicated that the installation of individual meters would be
inconsistent with the "all private" concept for the utilities. We disagree. Further, the City has
concerns that failing to install all metering at the time of construction would present a major cost
problem if future ownership changes resulted in an individual metering requirement for the
various structures. The City should not pay these costs. Waterford's proposed language
regarding subdivision of the property clearly suggests that Waterford is considering this future
change. This underscores City concerns regarding subdivision and potential future cost to the
City or subsequent owners for metering installations that should have been performed at the time
of original construction. The City, as part of the connection fee, provides meters up to a 2-inch
size.
The language of any agreement should clearly specify connection fees as outlined. The
City's preference is to have meters installed at the time of original construction, regardless of the
ag,reement's language on whether the water facilities are public or private. The issue of master
metering should be regarded as a convenience issue for Waterford to simplify their billing and to
potentially reduce their monthly costs. Please refer to attached mark-up.