1. Special Improvement District #345 - Willows SubdivisionCity p of Kalispell
OFFICE OF THE CITY MANAGER
l�A1'�TA
TO: Mayor Fisher and Kalispell City Council
FROM: Doug Russell, City Manager\
DATE: September 19, 2012
SUBJECT: Willows Special Improvement District
At the previous Council meeting, the agenda item for the Willows Special Improvement District
was tabled for further discussion related to potential Council participation in the expenses related
to the drainage project.
Attached to this memo is the previous information distributed and information related to the
annual storm -water assessment for respective areas, impact fees collected from respective
developments, and a cost breakdown for maintenance of the retention pond.
It is requested that the City Council discuss this topic and provide direction to staff in relation to
a future action item related to the special improvement district and the potential participation by
Council in the costs of the proposed project.
www.kalispell.com
201 IStAvenue East
PO Box 1997
Kalispell, MT 59903
Phone.: 406-758-7720
Fax: 406-758-783I
www.kalispell.com 1public_works
MEMORANDUM
To: Doug Russell, City Manager`
From: Susie Turner, P.E. Public Works Director/City Engineer5(-
Date: 9/20/2012
Re: The Willows Subdivision Stormwater Council Inquiries
The Willow SID approval and City participation contribution was discussed at the September 4, 2012
meeting. Below is Staff s response to the questions and additional information requested by Council. In
an effort to stay consist with the material presented to Council, the following information will
be presented using the four sub -delineated drainage basins as outlined in the September 4, 2012 meeting.
1. The Willows Drainage Basin (includes offsite vacant field to the north)
2. Muskrat Slough Drainage Basin
3. Leisure Heights
4. County Facility
Impact Fees: Stormwater impact fees collected to date since the inception of Stormwater Impact fees in
2008 are listed below per drainage basin:
Drainage Basin
Impact Fee $
The Willows Drainage Basin
0.00
Muskrat Slough Drainage Basin
0.00
Leisure Heights Subdivision
7,760
Kounty Facility
0.00
Total
7 760
Stormwater Assessments: Stormwater Assessments for FY 11/12 are provided in the table below.
Retrieval of Stormwater Assessments collected back to 2001, when development first started in the
Willows Subdivision, requires paper tracking for each property and staff did not have the time to collect
this data prior to the Council meeting. If it is desired and provided more time, we can collect this
remaining information, or estimates can be achieved by multiplying the FY 11/12 amount by the
respective number of years. This would be a liberal estimate based upon lower fees and number of
residences in the earlier years.
Drainage Basin
Stormwater Assessment
FY 11/12 $
The Willows Drainage Basin
5,498.09
Muskrat Slough Drainage Basin
12,330.03
Leisure Heights Subdivision
3,919.80
County Facility
0.00
Total
21747.91
Cost to Maintain Detention Facility: The annual cost to perform the maintenance for the Willow
Detention Facility is estimated to be $ 2,656. This estimation includes semi-annual responsibilities to
inspect, clean, and maintain the facility. A breakdown of the cost is provided in the Willow Detention
Facility Maintenance Costs attachment.
THE WILLOWS AREA STORM SEWER ASSESSMENTS
6 Months
Action Items:
Remove accumulated trash and debris
Inspect outfall structure and clean if necessary
Jet rod outfall pipe if necessary
Jet rod bypass pipe if necessary
Number of Employees 2
Number of Hours 4
Employee Cost ($32.01/hr) $ 256.08
Equipment Cost (@$195/hr) $ 780.00
Foreman's Time Scheduling (@$32.82) $ 32.82
Total Cost $ 1,068.90
12 Months
Action Items:
Remove accumulated trash and debris
Inspect outfoll structure and clean if necessary
Jet rnr} nutfall pipe if nPre.q.wnry
Jet rod bypass pipe if necessary
Vac, out sediment chamber
Number of Employees
Number of Hours
Employee Cost (@$32.01/hr)
Equipment Cost (@$195/hr)
Foreman's Time (@$32.82)
2
6
$
384.12
$
1,170.00
$
32.82
Total Cost
$
1,586.94
.Annual Maintenance Cost $ 2,655.84
4
201 1 sr Avenue East
PO Box 1997
Kalispell, MT 59903
Phone: 406-758-7720
Fax: 406-758- 7831
www.kalispell.com 1public_works
MEMORANDUM
August 20, 2012
To; Doug Russell, City Manager
From: Susie Turner, P.E. Public Works Director/City Engineer
Date: 8/29/2012
Re: The Willows Subdivision Stormwater Improvements
Back Mond•
The Willows Subdivision experienced flooding in the spring of 2011 due to a plugged 12" discharge
pipe from the Willows stormwater detention facility. The residents of the Willows approached the
City and requested the City take over maintenance responsibilities for the detention facility and
associated discharge piping. The City agreed to provide this service based on the sormwater
detention facility and discharge system being updated to current City Standards. The improvements
needed to meet current City Standards include re -development, upgrade, and installation of the
following:
• Detention facility sizing
Outlet structure
• Side slopes
• Offslte flows
Water quality treatment
Maintenance access
The residents of tht Willows ca ie to a consensus the hnprovemneiAs would hiiprovc and culianue else
subdivision and decided to proceed with the development of a Special Improvement District (SID).
An engineer was hired to develop a preliminary engineering report which provides a cost estimate for
the design and construction of the stormwater improvements.
On August 13, 2012, City Council participated in a presentation outlining the Willows stormwater
development and the proposed preliminary engineering report for the improvements. Questions arose
concerning the offsite flows (bypass flows) in regards to who is responsible for that portion of the
construction cost, and whether the City should participate in some of the offsite flows construction
costs. Following discussion, Council requested options for consideration based upon potential
participation in the offsite flows associated with the IS" pipe for this project. This report will outline
the percentages of offsite flows associated with this project and offer several alternatives for
participation and funding for the Council to consider.
P relirninan `nee €� ox end ��site flow ereetae
The Willows Detention Facility is located at the downstream end of a large drainage area. Flows
from areas within the large drainage area can be bivl,krm inn Liilee sub -delineated drainage basins.
1. The Willows Drainage Basin (includes offsite vacant field to the north)
2. Muskrat Slough Drainage Basin
3. leisure Heights
4. County Facility
The flow contributions from each sub -delineated drainage basin are as follows:
TABLE I
`low Contribution
Drainage Basin
Flow Contribution
(CAO
Motes
The Willows
13.3
post Developed 100 year flows
Muskrat Slough
2.53
Flows calculated from max allowable Bows from
pipe outfall structure at Willow Dien Drive
Leisure Hei -its
639 1
post Developed 100 year flows
County Facility
9.16
post Developed 100 year flows
The preliminary engineering report outlined utilizing an 18" pipe to bypass the offsite mows from
Muskrat Slough, Leisure heights, and the County Facility. The flows from the Willows Subdivision
were designed to discharge through the existing detention facility 12" discharge pipe and utilize
some of the flow capacity of the bypass pipe. The table below summarizes the flows, capacities, and
percentages of the pipes. The Willows will utilize the entire capacity of the IT' pipe and 36% of
the bypass pipe, The remaining capacity of the bypass pipe will be utilized by the other sub -
delineated drainage areas.
TABLE 2
% Contribution to Bypass Pipe
Drain C Areas
Total Flow
Contribution (cfs)
12" Pipe
Coutribution
(Cs)
Bypass Pipe
Contribution
(e s)
% Contiihut€on to
Bypass Pipe
Willows
13.3
3
iO,3
36%
Muskrat Slough
25.3
0
2.53
9%
Leisure Heights
6.39
0
6.39
23%
County Facility
9.16
0
9.16
32%
Total
31.38
Based on 12" pipe at 0.3% slo e with 3 feet of Bead
Please note, the figures used to calculate the �a contribution were based on the preliminary
engineering and are subject to change, however the same methodology will be used once the final
design report is complete.
The preliminary engineering report includes the estimated total costs for construction, engineering,
and administration/financial, as shown in Table 3. portions related to the bypass flows are
highlighted.
2
TABLE 3
Cost Estimate — Phase 1
ITEM
NO.
DESCRIPTION
EST.
I QTY
UNIT
UNIT
PRICE
EXTENSION
101
General Requirements
1
LS
$10,300.00
$10,300.00
102
Mobilization/Demobilization
I
LS
$8,200.00
$8,200.00
103
Taxes, Bonds, Insurance
1
LS
$6,200.00
$6,200.00
104
Construct Pond Outlet Structure
I
EA
$5,000.00
$5,000.00
105
Construct Diversion Structure
I
LS
$15.000.00
$15.000.00
106
18" PVC. Storm Pipe
1500
LF
$25.00
$37,500.00
107
108
Construct new 18" overflow pipe
Install manholes for overflow pipe
1500
LF
EA
$35.00
$2,000.00
$52.500.00
$12,000.00
109
Replace existing discharge structure
1
EA
$5,000.00
$5,000.00
110
III
Excavation to increase pond volume
Pond slope stabilization
1000
CY
$10.00
$10,000.00
3000
SF
$5.00
$15,000.00
112
Construct pond access ramp
1
LS 1
$10,000.00
$10,000.00
113
Construct pond access gate
I
EA
$2,000.00
$2,000.00
114
Topsoil and reseed all disturbed areas
1
LS
$2,000.00
$2,000.00
115
Rip -rap tar outlet to river
2()0
TON
$60.00
S12,000.00
116
Rip -rap for detention pond
50
TON
$60.00
$3,000.00
117
Miscellaneous Work
1
LS
$10,000.00
$10,000.00
Construction Sub -Total
Contingency (20%)
Construction Total
$230,700.00
$46,200.00
$276,900.00
Engineering Design
Construction Engineering Services
Wetland Study
Engineering Total
$27,700.00
$27,700.00
$10,000.00
$65,400.00
Bond Counsel and Related Costs
Revolving Funds Deposit (5%)
District Reserve Fund Deposit (5%)
Administrative/Financial Total
$11,000.00
$19,628.00
$19,628.00
$50,256.00
Total Pro'ect Costs
$392,556.00
The construction cost can be further broken down into items associated with the bypass rows pipe
construction. Table 4 Proportional Cost Break Down, uses the percent contributions (calculated in
Table 2) to produce a proportional cost estimated for the Willows and offsite flows associated with
the three sub -delineated drainage basins.
Table 4 summarizes, a total proportional construction cost of $41,374.21 is from the Willows
Subdivision. The remaining construction costs associated with the offsite flow or bypass capacity is
$87,625.79.
Please note, the figures used to calculate the % contribution were based on the preliminary
engineering and are subject to change, however the same methodology will be used once the final
design report is complete.
TABLE
fro ortional Cost Break Down
The
Muskrat
Leisure
County
Total Off
i N1Vi
NO.
Construction Description
Cost
Willows
Slough
Heights
Facility
Sfte ]Flows
Cost
Construct Diversion
$15,000,00
0
$5,000.00
$5,000.00
$5,000.00
S15,000.00
105
Structure
106
18" PVC Stonn Pie
$37,500.00
$13,609.94
$3,343,02
$8,443.45
$12,103.59
$23,890.06
107
Construct new 18"
overflow Pipe
$52,500.00
S19,053.91
$4,680.23
$11,820.82
$16,945.03
S337446.09
Install ina„l,vlcs Cur
$12,000.00
$4,355.1$
$1,069.77
$2,701,90
$3,873,15
$7,644.82
]0$
overflow pipe
115
Ri -ra for outlet to river
$12,000.00
54,35.5.18
$1,069.77
$2,701.90
$3,873.15
$7,644,82
Totals
$1?9,UUU-UU
$41,374.21
$375625.79
Percent Cast Contribution
32%
68%
Alte & 0 bons°
Alternative 10 Find that the offsite flows are representative of new development impacting the
drainage system and finalice the facility €zpsizing with impact fees.
j ticrrh i Elect to not participate in the funding of the improvements.
Option 2 Elect to participate in 100% funding of the bypass improvements with impact fees
covering the offsite flow percentage (68% per the example) and storniwater assessments for
the remaining portion of the bypass project (18" pipe).
Option Elect to participate in the funding of the improvements with impact fees up to the
percentage associated with off -site flows (68%; pet- the exarhhplc) fo, ire bypass project (18"
pipe).
Alternative 2a Find that the offsite flows represent historical quantities for the Willows Subdivision.
Option ) Elect to not participate in the funding of the improvements.
fl tion Elect to participate in in the funding of the improvements with storm sewer
assessments up to the entire bypass project (18" pipe).
OptiElect to participate in the funding of the improvements wid'i storm sewer
assessments up to the percentage associated with off -site flows (68% per the example) for the
hypass prnji-ct (18" pipe.) -
Alternative 3® Deny the petition to form the SID
Alternative m As detemxined by Council
4
Ending Sources.
Impact fees:
The City's Stormwater Impact Fee Fund has $669,236, as outlined in the fiscal year 12/13 budget
with two projects totaling $436,500 (though that is dependent upon new development occulting to
encumber these appropriated funds.) Even with these projects, funding would be available in the
Stormwater Impact Fee Fund.
Stormwater Fund:
Funding to support the construction for the bypass piping could be used from the budget line item
Designated Capital Projects. Designated Capital Projects revenues are allocated from storinwater
assessments at $50,000 per year. Ending cash in this lire item for F ' 1.2/13 is $465,844.
With Council approval for use of either source, a new CIP would be created using the estimated
bypass pipe construction cost with a follow tip 12/13 budget amendment.
Staff Recommendation:
Discussion at the previous work session identified the offsite flows from neighboring development as
having a negative impact upon the drainage system serviced by the Willows Subdivision.
As such, it is recommend that Council approve the Resolution Authmizing the Willows Subdivision
Special Improvement District and participate in funding the bypass project with impact fees €gyp to the
percentage associated with offsite flows (68% per the example) for the bypass project (18" pipe).
RESOLD TI N NO. 5590
E IT RESOLVED by the City Council (the "Council") of the City of Kalispell (the
"CiLy" ), Moji Lana, as foll€aws:
Section 1. Passage of resolution of intention. This Council, on June 18, 2012, adopted
Resolution No. JJ 5 (the "Resolution of Intention"), pursuant to which this Council declared its
intention to create a special improvement district, designated as Special frmprovement District
No. 345 of the City (the "District"), under Montana Code Annotated, Title 7, Chapter 12, Parts
41 and 42, as amended, for• the purpose of financing the costs of certain local improvements
described generally therein and consisting primarily of a� storm water detention facility and outlet
(the " Irnprovenmt ruts") and paying costs incidental tbe.cto, including costs associated with the
sale and the security of special improvement district boards drawn on the District (the "Bonds"'),
the creation and administration of the District; and the funding of a deposit to the City's Special
Iilmprovc-m ent District Revolving Fiend (the "Revolving Fund") and to a District reserve account.
Section 2. Notice and Public Hearing. Notice of passage of the Resolution of Intention
was duly published and mailed in all respects in accordance with law, and on July 16, 2012, this
Council conducted a public hearing to hear and pass upon protests against the proposed
i provernents and the creation of the District. The public hearing was the first mecting of the
Council following die. expiration of the period ended 17 days after the first dale of publication of
the notice of passage of the Resolution of Intention (the "Protest period").
Section 3. Protests. Within the Protest period, three (3) protests were filed -Pith the City,
Clerk by the owners of property in the District subject to assessment, representing 3.45% of the
total esdrnated casts of the Improvements and costs incidental thereto to be assessed against the
properties in the District, in accordance with the method or methods of asscssmont in the
Resolution of Intention.
Section 4. Creation of the Di2Lrict; I€asufficicno—y of rotcsts. At the ncxt regular meeting
after the expiration of the Protest Period (i.e., the meeting on July 16, 2012), the Council heard
and passed upon all protests and determined that the protests Prude by owners in the District to
Lr- asscsscd fui tlic vast of Liao pzopuscd arzd hicidcutal c casts to lou financed with
the Bonds is not more than 50% of all of such casts in the District. The Council found and
hereby ratifies and confirms that the protests against the creation of the District or the making of
the Improvements filed during the Protest Period are insufficient. The Council subsequently
analyzed the Improvements in greater detail and determined that additional City contributions
toward the costs of the Improvements may be warranted. The District is hereby created on the
terms and conditions set forth in, and otherw-ise in accordance with, the Resolution of Intention,
but taking into account any additional contributions by the City toward the costs of the
SID #345 --- WilIows Subdivision
unprove x ents, thereby, if made, redudng the special asscssments against properties in the
District. The findings and deterininations made in the Resolution of Tntent on, including, without
limitation, these relating to benefits conferred, funding the Revolving Fund and District reserve
account and securing the Bonds therchy, and using the proceeds of the Bonds to pay or
rcimbursc the Cite for all or a portion of the costs of the Improvc ents and costs incidtnta.I
thereto are hereby ratified and confirmed.
PASSED AND APPROVED BY THE CITY COUNCIL AND SIGNED BY THE MAYOR
OF T14-E CITY OF KALISPEL ,, THIS 4 1H DA "( OF SEPTEMBER, 2012.
ATTEST:
T e—esa Write
City Clerk
SID #345 -- Willows subdivision 2
T ai-nnni Fisher
Mayor