Uniform Application Form for Montana Public Facility ProjectsTo the best of my knowledge and belief, the information provided in this application and in the attached documents
is true and correct.
Name (printed): Charlie Harball
Title (printed): City Manager
Chief Elected Offic_0 or A
,,uthorized Representative
Signature:
Date:
lilzravroullA. 491.144171rilkldrel
NAME OF APPLICANT(S): City of Kalispell, Montana
2. TYPE OF ENTITY: Incorporated City
3. FEDERAL TAX ID NUMBER: 81-6001281
4. TYPE OF PROJECT: Storwmwater
5. SENATE AND HOUSE DISTRICTS: Senate District #4, House District #8
6. POPULATION SERVED BY PROJECT: 197 (Based on 87 homes, 2.26 people per home)
7. NUMBER OF HOUSEHOLDS SERVED BY PROJECT: 87 houses
8. CHIEF ELECTED OFFICIAL OR AUTHORIZED
REPRESENTATIVE:
Charlie Harball
(Name)
City Manager
(Title)
201 First Avenue East
(Street/PO Box)
Kalispell, MT 59901
(City/State/Zip)
(406) 758-7977 (406) 758-7758
(Telephone) (FAX No)
charballpa,)kalispell.corn
(E Mail address)
10. PROJECT ENGINEER/ARCHITECT:
William A. Buxton
(Name of Engineer)
Morrison-Maierle, Inc
(Name of Firm)
125 Schoolhouse LOOP
(Street/PO Box)
Kalispell, MT 59901
(City/State/Zip)
(406) 752-2216 (406) 752-2391
(Telephone) (FAX No)
bbuxtonC@-rn-rn.net
(E Mail address)
12. LEGAL COUNSEL:
Charlie Harball
(Name)
CitV Attorney
(Title)
201 First Avenue East
(Street/PO Box)
Kalispell, MT 59901
(City/State/Zip)
(406) 758-7977 (406) 758-7758
(Telephone) (FAX No)
charballCakalisoell.com
(E Mail address)
14. CLERK/CHIEF FINANCIAL OFFICER:
Theresa White
(Name)
City Clerk
(Title)
201 First Avenue East
(Street/PO Box)
Kalispell, MT 59901
(City/State/Zip)
(406) 758-7756
(Telephone) (FAX No)
cityclerko_kalispell.com
(E Mail address)
am
Jeff Clcon
(Name)
Civil Engineer, Morrison-Maierle, Inc
(Title)
125 Schoolhouse Loop
(Street/PO Box)
Kalispell, MT 59901
(City/State/Zip)
(406) 751-5863
(Telephone) (FAX No)
icicon(@m-rn.net
(E Mail address)
11. GRANT/LOAN ADMINISTRATO
Willizz,ft AL. BuYW-t
(Name)
Morrison-Maierle, Inc.
(Title)
125 Schoolhouse Loop
(Street/PO Box)
Kalispell, MT 59901
(City/State/Zip)
(406) 752-2216 (406) 752-2391
(Telephone) (FAX No)
bbuxtonO.rn-m.net
(E Mail address)
1144W1691
(Name)
Dorsey & Whitney
(Title)
125 Bank Street Suite 600
(Street/PO Box)
Missoula, MT 59802
(City/State/Zip)
(406) 721-6025 (406) 543-0863
(Telephone) (FAX No)
semmens.dan(a)dorsev.com
(E Mail address)
15. ACCOUNTANT:
Arnv Robertson
(Name of Accountant)
Finance Director
(Name of Firm)
201 First Avenue East
(Street/PO Box)
Kalispell, MT 59901
(City/State/Zip)
(406) 758-7750
(Telephone) (FAX No)
financercbkalisDell.com
(E Mail address)
N
16. BRIEF PROJECT SUMMARY: (Refer to instructions and examples)
The Willows subdivision is located along Willow Glen Drive just north of the Flathead County Road
Department in Kalispell, Montana. The subdivision, originally developed by American Land & Development,
Inc. and designed by Schwarz Engineering, was completed in two phases; the first phase was completed in
March of 1999 and the second phase was completed in December of 2000.
The storm water facility in The Willows consists of gutters along the roadway that direct storm water to 7
catch basins, approximately 1, 160 lineal feet of 12-inch storm drain, a single cell storm water detention basin,
and approximately 1,300 feet of 12-inch outfall piping from the detention basin to the Flathead River.
Recently, The Willows subdivision experienced some flooding that was caused by a pipe that was blocked by
tree roots. Sedimentation in the stormwater detention pond is also becoming an issue, and if action is not
taken soon it may also prevent or hinder the discharge of the water. The original subdivision approval called
for the creation of a homeowner's association (HOA) which would be responsible for the maintenance and
operation of the storm water facility. The HOA was never created and therefore no maintenance was ever
done to the stormwater detention facility.
To address this issue, residents of the subdivision approached the City of Kalispell about taking over
operation and maintenance of The Willows storm water detention facility. The City agreed to take over
operation and maintenance of the facility if the residents agreed to bring the system up to City standards
through the creation of a Special Improvement District (SID), and create a maintenance district to pay for
the ongoing maintenance of the detention facility.
jam =.. Im.
The following is a summary of the recommended improvements based on the deficiencies of the system.
These items will address the immediate needs of the system, including improvements to the detention pond,
pond outlet structure, and the outlet pipe. Improvements will also include a diversion structure to handle
water originating from off -site. These improvements will allow the subdivision to meet current standards for
flow control and stormwater treatment.
Construct a Diversion Structure
The exisiing stormwater treatment pond receives flow from a ditch that runs along the southern edge of the
subdivision. The ditch serves as an outlet to Muskrat Slough that runs along Willow Glen Drive, west of the
subdivision. It also receives flow from the Leisure Heights Subdivision by a storm pipe that was recently
installed. Because this ditch may receive continuous flow from the slough and Leisure Heights Subdivision,
the pond cannot adequately treat stormwater runoff from the Willows. The solution is to bypass flow from the
ditch around the pond so that the pond can function properly. Therefore, a diversion structure and pipe
should be constructed.
The bypass pipe would be 18" in diameter and run under the pond. It would then connect to a new 18"
overflow pipe that would parallel the existing 12" pipe to the river. In addition, the diversion structure would
also allow flow to bypass over the top for larger storm events and/or a pipe clog.
Construct a New Pond Outlet Structure
According to the as -built drawings, the existing outlet structure is 2.5'x 4.0'x 3.0 feet tall. As designed, the
inlet to the structure is at the same level as the bottom of the pond. This has led to clogging due to sediment
and other debris in the inlet. In addition, this structure does not regulate flows leaving the detention pond and
does not meet current City standards.
The Stormwater Design Manual provides a number of standard details for outlet structures ranging from 5 to
6 feet in diameter. These structures regulate the flows leaving the pond and would have an orifice sized to
discharge the predevelopment flow rate. The structure would also bypass the orifice to safely pass larger
storms through the system.
Construct a New 18" Overflow Pipe
According to a note on the as -built drawings, the 12" storm drain pipe that remains in -place running from the
pond outlet structure to the Stillwater River was to be replaced with a 15" pipe during Phase 11 of the
construction of the subdivision. However, the as-builts show a 12-inch pipe and field measurements confirm
this.
To safely pass flows generated from the subdivision, a new 18" pipe running from the new outlet structure to
the Stillwater River is proposed to parallel the existing 12" pipe. The invert of this pipe would be located
above the existing 12" pipe invert in the outlet structure and would act as an emergency bypass for larger
storm events and would accept off -site flow from the ditch.
511101154;BVI '�' L"t, 'I'll 11191.1 111,01"ID141111 III, I
While the existing slopes of the pond do not meet current City Standards of 4H: IV, there is insuff icient room
at the site to meet this requirement. Existing residential yards are immediately adjacent to the pond to the
north, and the county property is immediately adjacent to the pond on the south. Therefore, the existing
slopes must be maintained.
As shown in Figure 3-2, the existing slopes need to be stabilized to ensure that future erosion of the pond
does not occur. The proposed fix for this is a turf reinforcement mat that will establish vegetation and provide
long-term stabilization of the slopes.
In addition to the slope stabilization, the pond will have to be reconfigured with a second cell to meet water
quality standards. This will allow the pond to essentially function as a wetpond as outlined in Section 6.3 of
the Stormwater Design Manual.
Construct an Access Gate and Maintenance Ramr)
To meet current City Standards, access to the pond and outlet structure will have to be provided. The most
logical point of access would be to place a gate on the fence to the Flathead County Shop Complex and
negotiate an access easement with the County. In addition to the easement, an equipment ramp into the
pond will have to be constructed to allow City crews to remove accumulated sediment and other debris.
0
2. PROPOSED FUNDING SOURCES (List loans and grants from same funding source separately) (Refer to the
instructions and examples):
Source
Type of Funds
Amount
Status of Commitment
Loan Rates and Terms
SRF
Grant/Loan
$ 392,556
Application to be
submitted March 2012
i = 5.00%, n=20 years, 125%
coverage
K-10MILIl'i "10 1
0- See Uniform Application Exhibit 1
Project Budget Form (Complete form on next page)
(Refer to the instructions and example)
e- Project Budget Narrative
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5. CURRENT DEBT (Refer to the instructions and example on page 23)
Year
Issued
Purpose
Type of
Bond/
Security
Amount
Maturity
Date
(mo/yr)
Debt
Holder
Coverage
Requirement
Avg.Annual
Payment
Amount
Outstanding
Balance
6. CURRENT ASSETS (Indicate if assets are obligated.) (Refer to the instructions on page 23.)
Investments
Certificates of Deposit
Accounts Receivable
Any other current assets not specifically indicated above
7. BALANCE SHEET (Submit if applying to RD; contact the other programs to determine if or when
this information is needed.)
[-] Balance Sheet (Check ifattached)
8. INCOME AND EXPENSE STATEMENT (Submit if applying to RD; contact the other programs tt
determine if or when this information is needed.)
Ej Income and Expense Statement (Check ifattached)
7
SECTION Q CENSUS INFORMATION
Do not fill in this section. The following information will be completed by the receiving agenc using data supplied
by the U.S. Bureau of the Census and the U.S. Department of Housing and Urban Development based on Census
data.
1. MEDIAN HOUSEHOLD INCOME
2. LOW TO MODERATE INCOME PERSONS: The percent of the population at
or below the level designated as low to moderate income.
3. POVERTY: The percent of the population characterized as at or below the
level designated as poverty.
SECTION E - SYSTEM INFORMATION (Refer to instructions)
Aumber of unimproved properties in jurisdiction: 0
Complete and attach the "System Information Worksheet." The figures required for the items listed below
that are denoted with an are computed using the "System Information Worksheet." The letter in
parenthesis following the denotes the location in the worksheet to find the figure to be inserted.
Current Projected
1 . Total System Annual Revenue $ 0 — $ 42,031.44
2. Total System Annual Operation and Maintenance Costs
3. Total System Equivalent Dwelling Units*
-1--,,(e) for current and (k) for projected
4. Total Residential Equivalent Dwelling Units*
-1,J1(f) for current and (m) for projected
5. Annual Revenue from Residential Hookups
6. Percent of Total Annual Revenue from Residential
Hookups
7. Average Monthly Residential Rate
8. Other System Average Monthly Residential Rate
If this application is for a solid waste project, see
instructions.
$ 0 — $ 2,655.84
87 87
-109
0%
$ 0
o Check box if this is
a flat rate.
M
$ 42,031.44
$ 40.26
Proiected Average
Monthly Residential
Rate - (w) or (x)
$ 0 — $ 0
SYSTEM INFORMATION WORKSHEET
(Refer to instructions)
Applicants with either a water and wastewater project must complete Section /, regardless of whether the applicant
is served by a central water system or is planning to charge residential users a flat user fee. If the applicant is not
served by a central water system, or it has water connections that provide service to multiple mixed uses, such as
commercial and residential, refer to the instructions on page 30 for information on computing the number of EDU's.
Applicants with solid waste projects are not required to complete Section 1. Service connection diameters will be
converted to EDU's according to the following table, with the exception of those situations noted on page 25:
Service connection inside diameter (inches) EDU's
3/4" or smaller
1.00
ill
1.79
1-1/2"
4.00
2"
7.14
2-1/2"
11.16
3"
16.00
4"
28.57
5"
44.64
6"
64.29
7"
87.11
81,
113.78
91,
144.00
101,
177.78
Current Total Hookups*
(a)
(b)
Diameter Total
EDU's per Total EDU's
(inches) Number of
Hookup [(a) x (b)]
Hookups
(from table)
3/4" 87 1.00
Totals 87
87.00 (e)
* Includes both residential and non-residential hookups
Current Residential Hookups
(c)
(d)
Diameter Number of
EDU's Per
Total
(inches) Residential
Hookup
Residential
Hookups
(from table)
EDU's
[(c) x (d)]
3/4" 87
1.00
87.00_
87 87.00 (f)
Projected Total Hookups*
Projected Residential Hookups
(g)
(h)
0)
0)
Diameter
Total
EDLI's per
Total EDQ's
Diameter Number of
EDU's Per
Total
(inches)
Number of
Hookup
[(g) x (h)]
(inches) Residential
Hookup
Residential
Hookups
(from table)
Hookups
(from table)
EDU's
10) X (JA
3/4"
87
1.00
87.00
3/4" 87
1.00
87.00_
Totals
87
87.00 (k)
87.00 (1)
87.00 (m)
* Includes both residential and non-residential hookups
Projected average EDU's per residential hookup: 1.00 (n)
RMXIA
Provide the following information if applying to the USDA RUS/RD program
Total wazer system flows (sales) last twelve months (gallons or cubic feet (circle one) for all connections
listed in (a) above]
Total residential water flows (sales) last twelve months I'ciallons or cubic feet (circle one) for all
connections listed in (c) above]
Will debt be used to finance the project? Yes X No If no, skip to PART E.
If yes, how will debt for the project be secured:
A. Revenue Bond _(complete Part A)
B. General Obligation Bond — (complete Part B)
C. Rural or Special Improvement District Bond X (complete Part C)
D. Other (explain) (complete Part D)
Debt (Loan) Amount: $ 392-556 — Interest Rate:5.00% Terms: n=20 Vears, 125% Coverage
'91
1 . Debt election held? Yes — No — If no, when will election be held (date)
2. Annual debt service for new loan, including coverage: $ (i)
W,
3. Monthly debt service for new loan, including coverage: (line i ri 12) $ (ii)
4. Total number of projected EDU's after completion of project: (iii)
5. Average (per total projected EDU's) monthly debt service for new
loan: (line ii U line iii) $ (iv)
PART B. GENERAL OBLIGATION BOND SECURING DEBT OBLIGATION:
1 . Debt election held? Yes No If no, when will election be held (date):
2. Amount of outstanding General Obligation Bonds $
3. Debt limitations of entity
4. Estimated average (per property) monthly assessment needed to repay debt (divide the annual
assessment by 12 to obtain a monthly figure): $
PART C. RURAL OR SPECIAL IMPROVEMENT DISTRICT BOND SECURING DEBT OBLIGATION:
1 Type of special assessment:
a. SID X
b. RID
c. Other (specify)
2. Proposed method of assessment:
a. Assessable Area The Willows Subdivision, Unit I and Unit 11
b. Area
c. Ad Valorem Tax
d. Lineal Front Footage
e. Combination of a. through d. above (explain)
3. Number of parcels in the district 87 parcels
4. What percentage of the property (based on the methods of assessment) within the district fits these
descriptions?
TYPE OF PROPERTY
PERCENT DEVELOPED
PERCENT UNDEVELOPED
Commercial
0%
0%
Industrial
0%
0%
Single -Family Residential
100%
0%
Multi -Family Residential
0%
0%
Agricultural
0%
0%
11
5. Number of property owners in district 87 owners
Estimated average (per property) monthly assessment needed to repay debt (divide the annual
assessment by 12 to obtain a monthly figure): $ 37.72
PART D. OTHER TYPE OF DEBT INSTRUMENT SECURING DEBT OBLIGATION THAT IS NOT
INDICATED ABOVE
Explain how debt will be secured:
2. Estimated average (per property) monthly cost to repay debt: $
1 Estimated increase in average monthly debt service (per projected
EDLI, monthly assessment per property for General Obligation Bond or
SID, or per customer for solid waste projects) as the result of this project.
Enter $0 if no increase is projected: $ 37.22 -(o)
[From Part A, B, C, or D]
2. Estimated increase or decrease in total monthly operation and maintenance
(O&M) costs (including depreciation and replacement reserves) as the result
of this project: $ 221.32 (p)
3. List and explain estimated increases or decreases in O&M costs, including depreciation and replacement
reserves (Provide a reasonably detailed explanation regarding the reason for the increase or decrease):
4. Estimated increase or decrease in monthly O&M costs (including depreciation
and replacement reserves) (per projected EDU, monthly assessment per
property for General Obligation Bond or SID, or per customer for solid
waste projects) as the result of this project: $ 2.54 _(q)
[(p) / (k)]
5. Estimated increase or decrease in total monthly costs (per projected
EDLI, monthly assessment per property for General Obligation Bond or
SID, or per customer for solid waste projects) as the result of this project: $ 40.26 (r)
[(o) + (q)]
Projected average EDU's per residential hookup: $ 1.00 —(s)
[(n)]
7. Estimated increase or decrease in total monthly costs per average
residential hookup/customer as the result of this project: $ 40.26 M
[(r) x (s)]
8. Existing average monthly residential debt service, including coverage and bond
reserve (subtract any existing debt service if the loan will expire before the
completion of the project): $ 0.00 —(u)
Existing average monthly residential O&M costs and replacement and
12
depreciation reserves:
$ 0.00 (v)
10
11
Note: (u) plus (y) should equal the current average monthly
residential rate as stated in Section E, Line 7. ff these amounts do
not equal, provide an explanation of why the numbers differ.
Projected average monthly residential user rate after completion
of this project:
Projected flat user rate:
$ 40.26 —(w)
1(t) + (u) + MI
$ n/a -(X)
13
The Willows Subdivision is requesting funding assistance from the SRF Loan program. Upon receiving this
loan the City will be financially able to complete the proposed improvements to the Willows Stormwater
System.
MM_1D=_ "U=;M- ff�* �* KI
SRF: The SRF program is funded with capitalization grants from the U.S. Environmental Protection Agency
and are matched with State issued general obligation bonds. Combined, these two sources of funds create
the state revolving funds from which loans are made and borrower repayments revolve to provide loans for
future infrastructure projects. SRF loans are currently being made with an interest rate of 3.75% for 20 years.
Eligible projects such as wastewater treatment plant improvements, interceptors, collectors, lagoon
rehabilitation or construction, storm drains. and used for treatment purposes and non -point source pollution
control.
11111p�pq�'� 11
SRF: Applications are accepted on a year round basis. After the application is evaluated and approved,
funds can be committed to the project.
c. Is there any additional information on the level of commitment for each source of funds
listed?
There is no additional information on the level of commitment of each source of funds listed. The SRF loan
can be committed once the application has been submitted.
111 11113 1!11!!I!I!l 1!11 Im WI-1
� , �
This project will be requesting funds only from the SRF program. Thus, coordination with other grant and
loan programs will not be required.
e. Will interim -loan funds be required as part of the project? If yes, how will they be used
and coordinated with other funding sources?
Interim loan funds will not be required as part of this project.
This project if for a neighborhood and not suitable for other grant programs.
1171ifi 11101131131 "1 — I a ' I"
I I 1� - - a A 9
fie NO CILIUM I I Rol I L"'I 19:110 9 — 111MAKOINIVIII
The SRF loan being requested is required in orderforthis project to be financially feasible by keeping interest
rates low. If the Willows cannot secure a low interest loan so that the improvement are unaffordable, the
residents will not be able to complete the project. Thus, the deficiencies discussed in the Stormwater Report
will continue to be of concern.
14
h. What is the level of local financial participation in the project and is that level the
maximum that the applicant can reasonably provide?
This project will be funded through the creation of a Special Improvement District (SID). Since the Willows
Subdivision does not have a homeowner's association, theycannot provide anyfunding outside of funds from
the SID.
project?
Grants are required in order for this project to be financially feasible to the residents. If the Willows cannot
secure enough grant funding, the project may become unaffordable and the residents will not be able to
complete the project. Thus, the deficiencies discussed in the Stormwater Report will continue to be of
concern.
15