04/06/09 Harball/Impact Fee and Credit CalculationCharles A. Harball Office of City Attorney Tel 406.758.7977
City Attorney 201 First Avenue East Fax 406.758.7979
P.O. Box 1997 charball@kalispell.com
Kalispell, MT 59903-1997
April 6, 2009
Ken A. Kalvig
Attorney at Law
P.O. Box 1678
Kalispell, MT 59903
Re: Impact Fee and Credit Calculation
Dear Ken:
I have attached a memo drafted by the Kalispell Public Works Department that provides
some figures for you based upon the information that has been provided to the City. I believe
this should answer your initial questions about transportation impact fees the Glacier Town
Center could anticipate.
The balance of your questions go to what credits your client can anticipate receiving
through his construction of the Rose Crossing extension. We clearly do not have enough
developed information to be able to give answers with numbers. I would start off by going back
to the enabling statute that defines impact fees. MCA 7-6-1601(5)(b)(iii) and (iv) states that
impact fees are not:
(iii) any other fee authorized by law, including but not limited to user fees, special
improvement district assessments, fees authorized under Title 7 for county,
municipal, and consolidated government sewer and water districts and systems,
and costs of ongoing maintenance; or
(iv) onsite or offsite improvements necessary for new development to meet the
safety, level of service, and other minimum development standards that have been
adopted by the governmental entity.
Is your client required to construct any part of the Rose Crossing extension to meet the
safety, level of service or other minimum development standards of his own development? If so,
the cost of that portion of the project is not going to be considered as reimbursable as it will not
be a part of the growth related CIP. If, on the other hand, your client enters into a development
agreement, in which he agrees to construct additional traffic carrying capacity upon that
roadway, that are beyond his requirements, he will be reimbursed for that additional contribution.
That reimbursement may take the form of credits against transportation impact fees that he
would otherwise be required to pay, within that development, or it may take the form of cash
payments to him, over time, according to the agreement that he enters into with the City. More
likely, I would anticipate the agreement to include a combination of the above.
Ken A. Kalvig
Attorney at Law
April 6, 2009
Page - 2
I do not have a development agreement to present to you because there are far too many
unknowns about the project. At such time that your client is ready with the preliminary
engineering on the transportation portion of his project I would expect that he would come into
the City with his engineers to discuss the carrying capacity and costs of that transportation
system. I would also suspect that MDOT will also be involved in those discussions given the
fact that your client's plans will necessarily affect Highway 93, Whitefish Stage Road and
Reserve Drive. It will then be determined whether your client will be asked to contribute
additional property and construction costs for additional carrying capacity, beyond the needs of
his development. If so, the engineers will be tasked to determine the costs of doing that and we
will then discuss the program of reimbursement and credits.
This may not answer all of your questions, or may raise more. Please do not hesitate to
call me so that we can sit down and discuss this more at length. Many of your questions have
already been addressed in other development agreements regarding other facilities. I may be
able to go through these with you so that you can see the parallels with the other developer
installed utilities.
Sincerely
les A. Harball
City Attorney
Office of City Attorney
City of Kalispell
Public Works Department
OlVr YVA
201 1' Avenue East, P.O. Box 1997, Kalispell, MT 59903 —Phone (406)758-7720 — Fax (406)758-7831
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To: Charles Harball, City Attorney
Cc: James C. Hansz, P.E., Public Works Director/City Engineer
From: Paul E. Burnham, P.E., Assistant City Engineer
Date: April 1, 2009
Re: Glacier Towne Center, Lifestyle Center Transportation Impact Fee Review
Ken Kalvig has requested transportation impact fee estimates on the proposed lifestyle
center and the shopping center based on the recently adopted transportation impact fee
schedule.
Kalvig describes the two centers as follows:
Lifestyle Center: 550,000 square feet
Shopping Center: 650,000 square feet
The traffic impact study (TIS), submitted by Krager and Associates in September 2007 and
provided by Ken Kalvig earlier this year, places the lifestyle center and the shopping center
into a single "shopping center" category for planning and traffic projection purposes.
The TIS uses the 24-hour average trip generation rate of 42.94 vehicles per 1,000 square feet
of gross floor area for the shopping center. These rates are taken directly from the ITE
Manual. The TIS applies a pass -by trip factor of 1.0. Krager and Associates indicated that
this pass -by trip factor is representative of a "destination" shopping area.
As a side note — the Institute of Transportation Engineers, Trip Generation Manual, 71h
Edition (ITE Manual) uses gross leasable area for the shopping center category. Kalvig's
letter did not specify how much area would be leased. I will assume 100% leasable unless
Kalvig provides a different area to include in leasable space. In some cases, there may be
common space that is not leasable. Where Krager and Associates refer to gross floor area, I
will assume the intent of the TIS is to represent 100% of gross floor area as leasable.
I reviewed the TIS last year and had the City's consultant (Robert Peccia and Associates)
review it as well. The comment from the consultant was, "We agree with the presented trip
generation analysis. The trip generation analysis is accurate and was completed in
accordance with the ITE Trip Generation Manual (7' Edition) and ITE Trip Generation
Handbook. The selected land use categories appear to be appropriate."
In light of our own review and the consultant's review of the TIS, I recommend using the
24-hour average trip generation rate of 42.94 vehicles per 1,000 square feet of gross leasable
area (gla) for the shopping center category.
TRANSPORTATION IMPACT FEE CALCULATION
Total Transportation Impact Fee as adopted by City Council March 9, 2009: $49.00 per trip
lowered to 75% of total Impact Fee per Unit until April 1, 2011.
Shopping and Lifestyle Center Trip Generation Rate: 42.94 vehicles per 1,000 sf gla
Pre -April 1, 2011 Transportation Impact Fee per Unit: $1,578
Post -April 1, 2011 Transportation Impact Fee per Unit: $2,104
Lifestyle Center Units: 550 thousand square feet gross leasable area
Lifestyle Center Transportation Impact Fee prior to April 1, 2011: $867,900
Lifestyle Center Transportation Impact Fee after April 1, 2011: $1,157,200
Shopping Center Units: 650 thousand square feet gross leasable area
Lifestyle Center Transportation Impact Fee prior to April 1, 2011: $1,025, 700
Lifestyle Center Transportation Impact Fee after April 1, 2011: $1,367,600
This memo responds to Kalvig's first three requests in his March 13, 2009 letter. The
remaining requests concern credits or reimbursements for construction of Rose Crossing.
The estimates in this memo are based on current information provided by the developer's
consultants. Any changes to the size of the project or any additional details may result in
different transportation impact fees.