3. Resolution 5628 - Calling for Public Hearing - Light Maintenance AssessmentsCity of Kalispell
Post Office Box 1997 - Kalispell, Montana 59903
Telephone: (406) 758-7701 Fax: (406) 758-7758
To: Mayor Fisher and Kalispell City Council
From,: Doug Russell, City Manager°')
Re: Call for Public Hearing on Proposed Rate Adjustments
Meeting Date: July 15, 2013
BACKGROUND: At the work session on July 8, 2013, staff presented information related to
current rate structures, forecasted revenues and expenditures, and policy components for
respective funds. Additionally, staff presented recommendations for adjusting the rate structures
to provide sustainability in these respective programs through a rate increase program, as
follows:
Lighting District: 5-year adjustment process of: 15%, 10%, 10%, 10%, 10%
Street Maintenance: 5- year adjustment process of: 10%, 10%, 7%, 7%, 5%
Solid Waste: amending policy to remove discount for multiple pickups in commercial
accounts
Urban Forestry: adjustment of the assessment from .00171/sq. ft. to .00271/sq. ft. for five
years and then reducing it to .00221/sq. ft.
The information presented at the work session is attached. This information provides the
forecast for the respective funds and the relative amounts for the adjustments.
As part of the consideration of rate adjustments, notification and public hearing processes are
applicable. Following this memo are four resolutions calling for a public hearing on the
respective funds identified above.
*17he sprinkling rate for the water fund presented at the work session will be brought forward at a
later time as it can follow a different process for notice distribution and potential implementation
as it is not an assessment.
RECOMMENDATION: It is recommended that Council adopt the four resolutions calling
for a public hearing on the proposed rate adjustments.
RESOLUTION NO.5628
A RESOLUTION SETTING A DATE FOR A PUBLIC HEARING ON A PROPOSAL TO ADOPT
AN INCREASE TO THE ASSESSMENTS ON REAL PROPERTY WITHIN THE CITY OF
KALISPELL FOR THE COSTS OF THE LIGHT MAINTENANCE DISTRICT.
WHEREAS, the City of Kalispell, pursuant to the authority provided to it under MCA 7-12-4301 et seq.,
has established a lighting maintenance district, for which real property within the city that is
within 300 feet of a city maintained street light is assessed costs for the maintenance and
operation of the street lighting system; and
WHEREAS, a study of projected expenses and revenues of this maintenance district reveals that the
assessments have not been increased for ten years although the costs of operation and
maintenance of the system have risen significantly such that the current assessment will not
allow the city to continue to provide the level of service to its street lighting system that it
has historically maintained; and
WHEREAS, the study further reveals that a programmed assessment increase over five years, as shown
in the table below, should maintain the level of service currently enjoyed by the users of the
city's street lighting system:
Current
FY 12/13
Proposed
FY 13/14
Proposed
FY 14/15
Proposed
FY 15/16
Proposed
FY 16/17
Proposed
FY 17/18
% Increase
15%
10%
10%
10%
10%
Assess/sq.ft
0.00300
0.003450
0.003795
0.004175
0.004592
0.005051
WHEREAS, based upon the projections provided in the study, the average residential property with the
size of 8,632 square feet would pay the following light maintenance assessment:
Current
FY 12/13
Proposed
FY 13/14
Proposed
FY 14/1.5
Proposed
FY 15/16
Proposed
FY 16/17
Proposed
FY 17/18
Monthly accrual
$2.16
$2.48
$2.73
$3.00
$3.30
$3.63
Annual Assess.
$25.90
$29.78
$32.76
$36.03
$39.64
$43.60
WHEREAS, based upon the projections provided in the study, commercial property at 20,000 square
feet, would pay the following light maintenance assessment:
Current
FY 12/13
Proposed
FY 13/14
Proposed
FY 14/15
Proposed
FY 15/16
Proposed
FY 16/17
Proposed
FY 17/18
Monthly accrual
$5.00
$5.75
$6.33
$6.96
$7.65
$8.42
Annual Assess.
$60.00
$69.00
$75.90
$83.49
$91.84
$101.02
WHEREAS, prior to initiating any increase in the assessments, the City is required, pursuant to MCA 7-
12-4329, to hold a public hearing on the matter after giving due and proper notice of said
hearing, and to maintain a list with the City Clerk setting forth the proposed assessments
per parcel.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF KALISPELL,
AS FOLLOWS:
SECTION I. The City Council shall set a Public Hearing on the 5th day of August,
2013, at 7:00 o'clock p.m. in the Council Chambers, City Hall,
Kalispell, Montana, to accept comments on a proposed increase to the
Light Maintenance District as set forth in the recitals above.
SECTION H. The City Clerk and City Attorney are hereby authorized and directed
to make, publish and distribute notices of said Public Hearing in
conformity with MCA 7-12-4329 and to maintain within the City
Clerk's office a list in which shall be described the lot or parcel of
land assessed, with the name of the owner thereof listed, if known,
and the amount levied thereon set opposite.
PASSED AND APPROVED BY THE CITY COUNCIL AND SIGNED BY THE MAYOR OF THE
CITY OF KALISPELL, ON THE 15TH DAY OF JULY, 2013.
Tammi Fisher
Mayor
ATTEST:
Theresa White
City Clerk
CITY OF KALISPELL
NOTICE OF PUBLIC HEARING ON PROPOSED RATE INCREASE
NOTICE IS HEREBY GIVEN, that on the 5th day of August, 2013 at 7:00 p.m., in the Council
Chambers, City Hall, 201 1st Avenue East, Kalispell, Montana, the City Council of the City of Kalispell shall
hold a Public Hearing on a proposal to increase assessments on real property within the City of Kalispell for
the costs of the Light Maintenance District.
Any person wishing to address the proposed assessment rate increase may appear at this hearing and
make oral statements or present same in writing. Written comments may also be submitted for Council
consideration by delivering the same to the City Clerk at 201 First Avenue East, Kalispell, MT 59901, or by
email to cityclerk@kalispell.com prior to the hearing.
If there are questions that might be answered by telephone please call (406) 758-7720.
Proposed Light Maintenance District Assessments
A programmed assessment increase over five years, as shown in the table below, should maintain the level of
service currently enjoyed by the users of the city's street lighting system:
Current
FY 12/13
Proposed
FY 13/14
Proposed
FY 14/15
Proposed
FY 15/16
Proposed
FY 16/17
Proposed
FY 17/18
% Increase
15%
10%
10%
10%
10%
Assess/s .ft
0.00300
0.003450
0.003795
0.004175
0.004592
0.005051
Based upon projections, the average residential property with the size of 8,632 square feet would pay the
following light maintenance assessment:
Current
Proposed
Proposed
Proposed
Proposed
Proposed
FY 12/13
FY 13/14
FY 14/15
FY 15/16
FY 16/17
FY 17/18
Monthly
accrual
$2.16
$2.48
$2.73
$3.00
$3.30
$3.63
Annual
Assess.
$25.90
$29.78
$32.76
$36.03
$39.64
$43.60
Based upon projections, commercial property at 20,000 square feet, would pay the following light maintenance
assessment:
Current
Proposed
Proposed
Proposed
Proposed
Proposed
FY 12/13
FY 13/14
FY 14/15
FY 15/16
FY 16/17
FY 17/18
Monthly
accrual
$5.00
$5.75
$6.33
$6.96
$7.65
$8.42
Annual
Assess.
$60.00
$69.00
$75.90
$83.49
$91.84
$101.02
Theresa White
City Clerk
Publish: July 18, 2013
July 25, 2013
i
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4i
M.
PUBLIC WORKS ASSESSMENT/RATES REVIEW
JULY 81 2013 WORKSHOP
Light Maintenance
Special Streets
/4\ 1 TT,(!��TP4�TT E Solid Waste
AvEm
Projected Expenditure Detail 2013-2023
Historical Electrical Costs
Current Assessment Fund Review
Proposed Assessment Fund Review
Assessment Increase Comparison
Assessment Review:
Expenditure Detail- Pro'ected 2013-2023
LIGHT MAINTENANCE PROPOSED EXPENDITURE
FUND: 2400410430263
ACTUAL
BUDGET
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
FY11/12
FY12/13
FY13/14
FY14/15
FY15/16
FY16/17
FY17/18
FY18/19
FY19/20
FY20/21
FY21/22
FY22/23
Personal Services:
$46,203
$50,980
$76,986
$79,205
$81,494
$83,856
$86,293
$88,808
$91,404
$94,083
$96,850
$99,706
Materials and Services:
$181,666
$208,838
$219,040
$225,131
$231,395
$237,837
$244,462
$251,276
$258,284
$265,491
$272,904
$280,528
Capital Outlay
$0
$0
$0
$10,000
$17,000
$10,000
$10,000
$10,000
$50,000
$10,000
$10,000
$10,000
Debt Service: loan equipment
$0
$0
$24,438
$24,438
$24,438
$24,438
$24,438
$0
$0
$0
$0
$0
Total
$227,868
$256000
$320,464
$338,773
$354,326
$356,130
$365,193
$350,084
$399,688
$369,575
$379,754
$390,234
ASSUMPTIONS
❑ Projection to FY 2023
Yearly Percent Increase
o Personal Services: 3%
o Maintenance Services 2%
o Electricity 3%
Minimal Equipment/cIP
Expenditures
Debt Service on Boom Truck
Electricity Costs Summary
LIGHT MAINTENANCE FUND
History of Electrical Costs
$140,598 $145,426 $149,7
$128,376
$132,898 $137,306 $137,341 $138,648
FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11
% Yearly
Difference 4% 3% 2% -2% 1% 5% 3%
$171,000
ci�innn
FY 12 EST FY 13 EST FY 14
1% 7% 6%
Average Yearly Increase 3% for 10 Years
6-7% Increase in FY 13 and 14
Current Assessment Review:
Revenue and Fund Detail- Projected 2013-2023
M.
LIGHT MAINTENANCE REVENUE AND FUND
FUND: 2400-410-430263
BEGINNING CASH
REVENUES
Maintenance Assessments
Misc, Penalty, Interest
TOTAL AVAILABLE
EXPENDITURES
ACTUAL
ACTUAL
BUDGET
Projected
Projected
Projected
Projected
Projected
Projected
Projected
Projected
Projected
FY11/12
FY12/13
FY13/14
FY14/15
FY15/16
FY16/17
FY17/18
FY18/19
FY19/20
FY20/21
FY21/22
FY22/23
$150,829 $160,503 $148,791 $66,727 ($31,286) ($142,469) ($253,048) ($370,258) ($469,904) ($616,673) ($730,823) ($852,623)
$233,535 $236,000 $236,000 $238,360 $240,744 $243,151 $245,583 $248,038 $250,519 $253,024 $255,554 $258,110
$4,007 $8,288 $2,400 $2,400 $2,400 $2,400 $2,400 $2,400 $2,400 $2,400 $2,400 $2,400
$388,371 $404,791 $387,191 C$307,487D $211,858 $103,082 ($5,065) ($119,820) ($216,985) ($361,249) ($472,869) ($592,113)
$227,868 $256,000 $320,464 $338,773 $354,326 $356,130 $365,193 $350,084 $399,688 $369,575 $379,754 $390,234
ENDING CASH $160,503 $148,791 $66,727 ($31,286) ($142,469) ($253,048) ($370,258) ($469,904) ($616,673) ($730,823) ($852,623) ($982,347)
ASSUMPTIONS
Projection to FY 2023, No
Assessment Increase
Yearly Percent Increase
Maintenance Assessments
Current Rate (new services):
1%
OUTCOME
Expenditures Exceed Total Available Revenues in FY
14/15
Ending Cash Carryover, Depleted in FY 14/15
Recommend Assessment Increase, Last Increase was in
2003
Chart -Current Assessment Projection
LIGHT MAINTENANCE
$425,000
$400,000
$375,000
$350,000
$325,000
$300,000
$275,000
$250,000
$225,000
$200,000
FY11/12 FY12/13 FY13/14 FY14/15 FY15/16 FY16/17 FY17/18 FY18/19 FY19/20 FY20/21
Current Assessment Review:
Revenue and Fund Detail- Projected 2013-2023
ASSESSMENT REVENUE
EXPENDITURES
FY21/22 FY22/23
Proposed Assessment Review:
Revenue and Fund Detail- Projected 2013-2023
M.
LIGHT MAINTENANCE PROPOSED REVENUE AND FUND SUMMARY
FUND: 2400-410-430263
BEGINNING CASH
REVENUES
Maintenance Assessments
Misc, Penalty, Interest
TOTAL AVAILABLE
EXPENDITURES
F NTnINr_ r A cu
ACTUAL
ACTUAL
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
PROPOSED
FYII/12
FY12/13
FY13/14
FY14/15
FY15/16
FY16/17
FY17/18
FY18/19
FY19/20
FY20/21
FY21/22
FY22/23
$150,829 $160,503 $148,791 $102,127 $64,294 $40,762 $48,265 $82,829 $132,502 $132,571 $162,753 $182,756
$233,535 $236,000 $271,400 $298,540 $328,394 $361,233 $397,357 $397,357 $397,357 $397,357 $397,357 $397,357
$4,007 $8,288 $2,400 $2,400 $2,400 $2,400 $2,400 $2,400 $2,400 $2,400 $2,400 $2,400
$388,371 $404,791 $422,591 $403,067 $395,088 $404,395 $448,021 $482,585 $532,258 $532,328 $562,510 $582,513
$227,868 $256,000 $320,464 $338,773 $354,326 30 $365,193 0 $350,084 0 $399,688 0 $369,575 0 $379,754
$160,503 $148,791 $102,127 $64,294 $40,762 $48,265 $82,829 $132,502 $132,571 $162,753 $182,756 $192,279
ASSUMPTIONS
Projection to FY 2023
5 Year Assessment
Increase
Minimal Equipment/cIP
Expenditures
OUTCOME
Assessment Collected Exceeds Projected
Expenditures From FY 16/17 to FY 22/23
Chart -Proposed Assessment Projection
LIGHT MAINTENANCE
Proposed Assessment Review:
Revenue and Fund Detail- Projected 2013-2023
$425,000
$400,000
$375,000
$350,000
$325,000
$300,000
$275,000
$250,000
$225,000
$200,000
FY11/12 FY12/13 FY13/14 FY14/15 FY15/16 FY16/17 FY17/18 FY18/19 FY19/20 FY20/21 FY21/22 FY22/23
Assessment Adjustment Review
qw
LIGHT MAINTENANCE
Current Proposed Proposed Proposed Proposed Proposed
FY 12-13 FY 13-1.4 FY 1.4-15 FY 15-16 FY 16-17 FY 17-18
Assessment Increase % 15% 10% 10% 10% 10%
Assessment /Sq FT 0.00300 0.003450 0.003795 0.004175 0.004592 0.005051
Typical SFR at 8,632 SF
Monthly Cost $2.16 $2.48 $2.73 $3.00 $3.30 $3.63
Yearly Total Cost $25.90 $29.78 $32.76 $36.03 $39.64 $43.60
Commercial at 20,000 SF
Monthly Cost $5.00 $5.75 $6.33 $6.96 $7.65 $8.42
Yearly Total Cost $60.00 $69.00 $75.90 $83.49 $91.84 $101.02
OUTCOME REVIEW: SFR at 8,570 SF
E Monthly Average Increase per Year = $0.30
❑ Average Increase per Year = $3.54
E, Total Monthly Increase from 2013 to 2018 = $1.47
0 Total Annual Increase from 2013 to 2018 = $17.70
OUTCOME REVIEW: COMMERCIAL at 20,000 SF
Monthly Average Increase per Year = $0.68
Average Increase per Year= $8.62
Total Monthly Increase from 2013 to 2018 = $3.42
Total Annual Increase from 2013 to 2018 = $41.02
Current Assessment Fund Review
Equipment Costs
Proposed Assessment Fund Review
Assessment Adjustment Comparison
Current Assessment Review:
Expenditure Detail- Projected 2013-2018
SPECIAL STREETS (includes TSS) EXPENDITURE
ACTUAL BUDGET BUDGET Projected Projected Projected Projected
FY11/12 FY12/13 FY13/14 FY14/15 FY15/16 FY16/17 FY17/18
Operating
Personal Services
$884,087
$987,761
$952,094
$979,257
$1,007,292
$1,036,231
$1,066,108
Materials and Services (M&O)
$437,888
$435,390
$592,662
$604,515
$616,606
$628,938
$641,516
Capital Outlay from Assessments
$217,436
$270,000
$0
$45,000
$45,000
$45,000
$45,000
Debt Service
$16,200
$46,119
$96,459
$96,459
$96,459
$96,459
$46,119
Total Operating Expendirues
$1,555,611
$1,739,270
$1,641,214
$1,725,230
$1,765,356
$1,806,628
$1,798,743
Pavement Replacement Funds $233,691 $195,000 $582,062 $280,000 $280,000 $280,000 $280,000
Equipment Replacement Funds $13,675 $0 $49,925 $35,000 $52,000 $35,000 $35,000
ASSUMPTIONS
Projection to FY 2018
Yearly Percent Increase
n Personal Services: 3%
r Maintenance Services 2%
$ 280,000 Expenditure /Year Pavement
Restoration
Minimal Equipment/CIP Expenditures
Debt Service on 12 Yard Dump Trucks
M
Current Assessment Review:
Revenue and Fund Detail- Projected 2013-2018
ACTUAL BUDGET BUDGET Projected Projected Projected Projected
FY11/12 FY12/13 FY13/14 FY14/15 FY15/16 FY16/17 FY17/18
BEGINNING CASH
Operating ( personal, materials, CIP, debt and services)
$767,070
$856,958
$754,310
$552,796
$267,266
($58,391)
($425,318)
Equipment Replacement Fund
$15,474
$36,799
$71,799
$56,874
$56,874
$39,874
$39,874
Pavement Replacement Fund
$170,753
$217,062
$302,062
$0
$0
$0
$0
REVENUE
Maintenance Assessments Total (No Increase)
$1,766,853
$1,735,000
$1,735,000
$1,735,000
$1,735,000
$1,735,000
$1,735,000
Operating (personal, materials, CIP, debt, and services)
$1,451,853
$1,420,000
$1,420,000
$1,420,000
$1,420,000
$1,420,000
Designated for equipment replacement
$35,000
$35,000
$35,000
$35,000
$35,000
$35,000
$35,000
Designated for pavement replacement
$280,000
$280,000
$280,000
$280,000
$280,000
$280,000
$280,000
EXPENDrrURES
Operating ( personal, materials, CIP, debt and services) $1,555,611 $1,739,270 $1,641,214 $1,725,230 <1 765 3 $1,806,628 $1,798,743
Equipment Replacement Fund $13,675 $0 $49,925 $35,000 $52,000 $35,000 $35,000
Pavement Replacement Fund $233,691 $195,000 $582,062 $280,000 $280,000 $280,000 $280,000
Operating ( personal, materials, CIP, debt and services) $856,958 $754,310 $552,796 $267,266 ($58,391) ($425,318) ($784,361)
Equipment Replacement Fund $36,799 $71,799 $56,874 $56,874 $39,874 $39,874 $39,874
Pavement Replacement Fund $217,062 $302,062 $0 $0 $0 $0 $0
ASSUMPTIONS
11 Projection to FY 2018
❑ $ 280,000 Expenditure /Year
Pavement Restoration
❑ Minimal Equipment/CIP
Expenditures
OUTCOME
Operating Expenditures Exceed Assessment Revenues in FY 15116
Ending Cash Carryover, Depleted in FY 15116
No Expenditures for Equipment Replacements
Recommend 5 Year Assessment Increase, Last Increase was in 2008
Total Annual
Assessment
Designations
Equipment CIP-Equipment Replacement Schedule
EQUIPMENT CAPITAL IMPROVEMENT PLANost
.
, 14
12 Yard Tandem Trucks
$ 200,000.00
$ 150,000.00
$ 150,000.00
$ 150,000.00
$ 100,000.00
5-6 Yard Single Axle Trucks
$ -
$ -
$ -
$ -
Ice Melt/ Water Trucks
$
$ -
$
$ 134,000.00
$ -
Lift Truck (TSS Boom)
$
$ -
$
$ -
$ -
Pickup Trucks
$
$ 90,000.00
$ 34,000.00
$ 45,000.00
$ 30,000.00
Bobcat
$
$ -
$ -
$ -
$ 65,000.00
Sweepers
$
$ 40,000.00
$ 40,000.00
$
$ 40,000.00
Backhoe
$
$ -
$ -
$
$ -
Graders
$
$
$ 200,000.00
$
$ -
Loaders
$
$
$ -
$ 190,000.00
$ 210,000.00
Rollers
$
$ 55,000.00
$ -
$ -
$ -
Pavers, Asphalt Box & Crack Sealer
$
$ -
$ 100,000.00
$
$
Leaf Machines
$
$ 170,000.00
$ -
$
$
Flail Mower
$
$ -
$
$
$ -
Trailers
$ 10,100.00
$ -
$
$ 10,000.00
$ 7,000.00
Misc Equip (Sander/De-icer Unit, TSS Striper, Snow Blower Attachment, Air
Compressor)
$ 39,825.00
$ 30,000.00
$ 20,000.00
$ -
$ 15,000.00
Totals $ 249,925.00 $ 535,000.00 $ 544,000.00 $ 529,000.00 $ 467,000.00
Equipment CIP Replacement Schedule Based on....
Hours, Miles, and Years
Manufacture Suggestions
Mechanical Experience
Equipment Maintenance Cost Tracking
Equipment Review-CIP Equipment
Rerflacement Priority Schedule
EQUIPMENT CAPITAL IMPROVEMENT PLAN
Est. Cost
Est. Cost
Est. Cost
Est. Cost
Est. Cost
12 Yard Tandem Trucks
$ 200,000.00
$ 150,000.00
$ 150,000.00
5-6 Yard Single Axle Trucks
$ -
Ice Melt / Water Trucks
$
Lift Truck (TSS Boom)
$
Pickup Trucks
$
Bobcat
$
Sweepers
$
Backhoe
$
Graders
$
Loaders
$
$ 190,000.00
Rollers
$
$ 55,000.00
Pavers, Asphalt Box & Crack Sealer
$
$ 50,000.00
Leaf Machine
$
$ 170,000.00
Flail Mower
$
Trailers
$ 10,100.00
$ 10,000.00
$ 15,000.00
Misc Equip (Sander/De-icer Unit, TSS Striper,Snow Blower Attachmnt, Air Compressor)
$ 39,825.00
Totals $ 249,925.00 $ 205,000.00 $ 200,000.00 $ 200,000.00 $ 185,000.00
Equipment CIP Replacement Priority Schedule Based....
Hours, Miles, and Years
Manufacture Suggestions
Mechanical Experience
Equipment Maintenance Cost Tracking
Proposed Assessment Review:
Expenditure Detail- Projected 2013-2023
M
SPECIAL STREETS (includes TSS) PROPOSED EXPENDITURE
BUDGET
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
FY12/13
FY13/14
FY14/15
FY15/16
FY16/17
FY17/18
FY17/19
FY17/20
FY17/21
FY17/22
FY17/23
Operating
Personal Services
$987,761
$952,094
$979,257
$1,007,292
$1,036,231
$1,066,108
$1,096,956
$1,128,811
$1,161,711
$1,195,694
$1,230,801
Materials and Services (M&O)
$435,390
$592,662
$604,515
$616,606
$628,938
$641,516
$654,347
$667,434
$680,782
$694,398
$708,286
Capital Outlay from assessments
$270,000
$0
$45,000
$45,000
$130,000
$45,000
$45,000
$150,000
$45,000
$45,000
$45,000
Debt Service
$46,119
$96,459
$96,459
$96,459
$96,459
$46,119
$0
$0
$0
$0
$0
Total Operating Expendirues
$1,739,270
$1,641,214
$1,725,230
$1,765,356
$1,891,628
$1,798,743
$1,796,303
$1,946,245
$1,887,493
$1,935,092
$1,984,087
Pavement Replacement Funds
$195,000
$582,062
$280,000
$280,000
$280,000
$280,000
$280,000
$280,000
$280,000
$280,000
$280,000
Equipment Replacement Funds
$0
$49,925
$200,000
$217,000
$200,000
$200,000
$200,000
$200,000
$200,000
$200,000
$200,000
Total Expenditures
$1,943,460
$2,495,053
$2,205,230
$2,262,356
$2,371,628
$2,278,743
$2,276,303
$2,426,245
$2,367,493
$2,415,092
$2,464,087
ASSUMPTIONS
Projection to FY 2018
Yearly Percent Increase
a Personal Services: 3%
o Maintenance Services 2%
$ 280,000 Expenditure /Year
Pavement Restoration City performed
Equipment Expenditures $200,000
Proposed Assessment Review:
Revenue and Fund Detail- Projected 2013-2023
M
SPECIAL STREETS (includes TSS) REVENUE AND FUND
BUDGET
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
Proposed
FY12/13
FY13/14
FY14/15
FY15/16
FY16/17
FY17/18
FY18/19
FY19/20
FY20/21
FY21/22
FY22/23
BEGINNING CASH
Operating ( personal, materials, CIP, debt and services)
$856,958
$754,310
$561,296
$475,116
$375,764
$307,382
$452,062
$599,183
$596,361
$652,291
$660,622
Equipment Replacement Fund
$36,799
$71,799
$221,874
$221,874
$204,874
$204,874
$204,874
$204,874
$204,874
$204,874
$204,874
Pavement Replacement Fund
$217,062
$302,062
$0
$0
$120,000
$240,000
$360,000
$480,000
$600,000
$720,000
$840,000
REVENUE'
Maintenance Assessments Total (with increase)
$1,908,500
$2,099,350
$2,246,305
$2,403,546
$2,523,723
$2,523,723
$2,523,723
$2,523,723
$2,523,723
$2,523,723
Operating (personal, materials, Cm, debt and services) $1,420,000
$1,428,500
$1,619,350
$1,646,305
$1,803,546
$1,923,723
$1,923,723
$1,923,723
$1,923,723
$1,923,723
923,723
Equipment Replacement Fund $35,000
$200,000
$200,000
$200,000
$200,000
$200,000
$200,000
$200,000
$200,000
$200,000
$200,000
Pavement Replacement Fund $280,000
$280,000
$280,000
$400,000
$400,000
$400,000
$400,000
$400,000
$400,000
$400,000
$400,000
F.XPF.NTNTTTRF.0
Operating ( personal, materials, CIP, debt and
services) $1,739,270 $1,641,214 $1,725,230 $1,765,356 $1,891,628 $1,798,743 $1,796,303 $1,946,245 $1,887,493 $1,935,092 <ZP
Equipment Replacement Fund $0 $49,925 $200,000 $217,000 $200,000 $200,000 $200,000 $200,000 $200,000 $200,000
Pavement Replacement Fund $195,000 $582,062 $280,000 $280,000 $280,000 $280,000 $280,000 $280,000 $280,000 $280,000 $280,000
ENDING CASH
Operating (personal, materials, Cm, debt and services) $754,310 $561,296 $475,116 $375,764 $307,382 $452,062 $599,183 $596,361 $652,291 $660,622 $619,957
Equipment Replacement Fund $71,799 $221,874 $221,874 $204,874 $204,874 $204,874 $204,874 $204,874 $204,874 $204,874 $204,874
Pavement Replacement Fund $302,062 $0 $0 $120,000 $240,000 $360,000 $480,000 $600,000 $720,000 $840,000 $960,000
ASSUMPTIONS
❑ Projection to FY 2023
❑ 5 Year Assessment Increase to FY 2018
❑ $200,000 Allocated for Equipment
Replacements
❑ $400,000 Allocated for Pavement
Restoration Expenditures starting in FY
15/16
OUTCOME
Assessment Collected Exceeds Projected Expenditures to FY 2023
Enables the Replacement and Purchase of Equipment
Enables Increased Street Pavement Restoration and Surface Treatment
Enables CIP Project for Necessary Shop Improvements: Replacement of Sand
Shed/TSS Building Additions
Assessment Adjustment Review
wr
SPECIAL STREETS (includes TSS)
Current
Proposed
Proposed
Proposed
Proposed
Proposed
FY 12/13
FY13/14
FY14/15
FY15/16
FY16/17
FY17/18
Assessment Increase %
10%
10%
7%
7%
5%
Assess/Sq Ft (residential)
0.012220
0.013442
0.014786
0.016265
0.017891
0.019680
Assess/Sq Ft (com 100%)
0.019000
0.020900
0.022990
0.025289
0.027818
0.030600
Typical SFR at 8,632 Sq Ft
Month1N- Cost
$8.79
$9.67
$10.64
$11.3 8
$12.18
$12.79
Yearlv Total Cost
$105.48
$116.03
$127.63
$136.57
$146.13
$153.44
Commercial 100% at 20,000 Sq Ft
Month1N- Cost
$31.67
$34.83
$38.32
$41.00
$43.87
$46.06
Yearlv Total Cost
$380.00
$418.00
$459.80
$491.99
$526.43
$552.75
OUTCOME REVIEW: SFR at 8,570 SF
❑ Monthly Average Increase per Year = $0.80
❑ Average Increase per Year = $9.59
❑ Total Monthly Increase from 2013 to 2018 = $4.00
❑ Total Annual Increase from 2013 to 2018 = $47.95
OUTCOME REVIEW: COMMERCIAL at 20,000 SF
Monthly Average Increase per Year = $2.73
Average Increase per Year= $32.79
Total Monthly Increase from 2013 to 2018 = $14.40
Total Annual Increase from 2013 to 2018 = $172.75
Review Current Rate Structure
Recommended Alternative
Proposed Rate Adjustment
Non -Residential Services
300 Gallon
350 Gallon
400 Gallon
Current
Proposed
Current
Proposed
Current
Proposed
DUMPSTER Pick up
Rates
Rates
Rates
Rates
Rates
Rates
Once per Week
$338.00
$338.00
$375.00
$375.00
$411.00
$411.00
2 X per Week
$558.00
$676.00
$631.00
$750.00
$704.00
$822.00
3 X per Week
$828.00
$1,014.00
$938.00
$1,125.00
$1,047.00
$1,233.00
F OUTCOME EFFECTS
300 Gallon Customers
2 x per week = 27
Q 3 x per week = 2
400 Gallon Customers
0 2 x per week = 58
n 3 x per week = 47
Budget Revenue Estimated Increase $19,000 per Year
Standardized Rate Structure for Collection of Commercial Solid
Waste Service
Review Current Residential Sprinkling Service
Alternative Recommendation
rrent Residential Sprinkling Service
M=
CITY OF K4LISPELL
KALISPELL, MONTANA
Utility Rate Schedule
EXHIBIT `=A"
UTILITY SCHEDULE FOR WATER
EFFECTIVE duly 1, 2003
PAGE NO. 3
SCHEDULE B
RESIDENTIAL SPRINKLING SERVICE
Available for: Residential Users only
Rate: Special sununer rate — Water used for sprinkling purposes.
All residential users who do not have separately metered sprinkling services gill be charged
during the months of May. June, July, August, September and October (see rate) per thousand
gallons on the amount of water used in excess of the average consumption for the preceding four
months. Usage below the minimum in that base period will be computed at minimum to obtain
the average.
Rate: FY03104 FY04105 FY05106 FY06107 FY07108
Per 1000 gallons $1.05 $1.16 $1.28 $1.41 $1.55
In as much as water bills are rendered bimonthly with the service area divided into two sections
billed in alternate periods. this special sprinkling rate will be applied as follows:
Section A � meters read in odd numbered months: Excess usage, defined
above in the period after the March reading to the November reading, will be accorded
Sprinkling Rate consideration.
Section B � meters read in even numbered months: Excess usage, defined
above in the period after the April reading to the December reading. will be accorded
Sprinkling Rate consideration.
Bi-monthly Metering and Billing Schedule
West Side
Winter
Meters Read Sprinkling Rate
Avg.
est Side
Applied
Nov
Dec
Ja n
Jan
Feb
Mar
Mar
May
Apr
May
July
June
July
Sept
Aug
Sept
Nov
Oct
Winter Average
Determined from
Nov to Feb (4
Months)
❑ Sprinkling Rate
Applied March
to October (8
Months)
East Side
Winter Meters Read Sprinkling Rate
East Side Applied
Dec
Jan Feb
Feb
Mar Apr
June Apr
May
June
Aug
July
Oct Aug
Sept
Oct
Dec
Nov
❑ Winter Average
Determined from
Dec to March (4
Months)
❑ Sprinkling Rate
Applied April to
Nov (8 Months)
Sprinkling Service Rate Schedule
Recommended Alternative
M
CITY OF KAJUSPI7.L
KALLSPELL, MO-STANA
ESIIIBIT "A"
[1III.1TY SCHEDULE FOR y1'ATER
EFFECTR'E July 1, 2003
PAGE NO. 3
SCHEDULE B
RESIDEN TL4,1. SPTdinirCr.Il` G SERVICE (PROPOSED)
Available for. Residential Users only
Rate: Special s+n = rate —Water used for sprinkling purposes.
All residential users who do not have separately metered sprinkling services will be charged per
thousand gallons (see rate) for a fair month period during the summer on the amount of water
usedinexcrssofasixmmthwinteraverage,asappliedbelow_ Ifniusageisrecordeddvringa
bi-montbly bill cycle during the winter average period, the winter average for that hill cycle will
be based on the average usage for a Single Family Residence (SFR). SFR average usage will be
calculated based on American Water Works Design Publications.
Rate: FY03104 FY04IU5 FY05106 FY06107 F]'07IN
Per 1,000gallons $1.05 Sl.16 $1.28 $1.41 $1.55
In as much as water bills are rendered bimontbly with the service area divided into two sections
billed in alternate periods, this special sprinlding rare mill be applied as follows:
Section ?� meters read in odd numbered months: Excess usage, for the 'July and
'September reading, will be accorded Sprinkling Rate consideration
'Ault' reading is for usage for the period of May and Tune
•September reading is £or usage for the period of July aad August
Winter avxraee cakulated on usage during the months of November, December.
January, Febraary, March and April.
Section B meters read in even numbered months: Excess usage, for the 'Au spt t and
'October reading will be accorded Sprinkling Hate consideration.
*August reading is forusage for the period of June and Illy
40ctober reading is for usage For the period of Aug= and September
Winter average calculated m usage during the months of October, November,
December, January, February, and March.
Section A: West Side
Wi Meters Read Sprinkling Rate
West Side Applied
Nov
Jan
Dec
Jan
Feb
Mar
Mar
May
Apr
July May
}June
:�—luly
Sept
Aug
Nov Sept
Oct
Section B: East Side
Meters Read Sprinkling Rate
Avg�ast Side Applied —
Dec
Jan Feb
Feb
Mar
Apr
June AMpr
ay
June
r0U'g
July
ug
Sept
Oct
Dec
Nov
Proposed Changes
Add additional bill cycle to winter average (winter avg based on 6 mos. instead of 4 mos.)
Reduce sprinkling rate to a 4 month period ( West side of town -May -Aug, East side of town -June -Sept)
Recommend:
Sprinkling Rate Applied to 4 Month Period
Winter Average Calculated on 6 Month Period
It's a Natural Equation
"Healthy Trees" = "Healthy Commun'tY"National Tree Trust
July 2013
Katispett's Urban Forest
Although early records are incomplete, the City of
Kalispell has periodically inventoried and cared for street
trees back to the early 19 o o's.
Majority of public trees along city streets and boulevards
were planted from 1904 to 1914.
Inventories were completed in 1928, 198o, 1991 and
20o8/og.
Urban Forestry budget was established in 1997
Urban Forestry District was established in 2000.
Inventory (20o8-o9) identifies 6,913 trees and 50
species
With an estimated asset value Of $20,000,000
Urban Forestry Program Objectives
• Commit to strict hazard reduction program for dead and dying
Removal trees each year.
Replacement Commit to strict replacement program for previously removed trees
and for new potential tree planting spaces.
Pruning Create a maintenance pruning program for all public trees. (All
trees less than 5" caliper will be train pruned annually)
Maintenance Continue with supporting and managing an in-house tree
Management maintenance division strictly for the management of public trees.
• Make available to the general public and property owners
E ucation information and education dealing with the selection and location
of trees, assist with compliance of the street tree and boulevard
maintenance ordinance.
Assessment History
Eear Cost/Sq. Cost per year Cost per month
6. (typical lot 8632 sq. ft) (typical lot 8632 sq. ft)
2000
2003
2009 -
Current
.000675
.00135
.00171
$5.82 $0.49
$11.65
$14.76
$0.97
$1.23
Dutch Etm Disease
Dutch Elm DiseaseSyMptOMS 2006
2009 dead elms were beginning to appear
Inventories identified 390 American Elms
All 390 trees identified will eventually circum to
disease and need to be removed
To date, we have removed 24o trees
Mature American Elms typically 8o'in height
with a 39" diameter
Typical age is 6o years
Proposed Assessment Increase
i'+ Dutch Elm Disease
4:t Capital Equipment Replacement
❖Operations & Maintenance
Personal Services
Dutch Etm Disease
150 trees remaining to be removed next 5 years
Estimated cost for removal and replacement -
$125o per tree
5 year combined program cost is $187,500
($37,500 per year)
Capital Equipment Replacement
Two major forestry equipment replacements are
scheduled over the next 5 years.
Wood chipper IFY 14-15 - $45,250
Chipper truck IFY 16/17 - $28,500
Operations Et Maintenance
Operation & Maintenance-2%/
Personal Services
Personal Services - 3 % / year
Assessment Increase Estimates
ip"
Assessment • . I -MMMMMMML� r�
• . . .
FY 2013 (current) .00171 $206,000
FY 2014-2018 .00271 *$30008
FY 2019 .00221 $274,061
* Assessment revenues during the five year period will vary by a minimal
amount (1— 2% per year) based on growth.
Costs to Property Owners
2013
2014-2018
2023
.00171 $14.76 yr $1.23
.00271 $23.39 yr $1.94
.00221 $19.02 $1.58
FORESTRY PRE -ASSESSMENT REVENUE AND FUND SUMMARY
Beginning Cash
Revenues
Arbor Day Grant
Forestry Prog Dev
Assessments
P&I on Assessments
Recycling/Misc Sales
Inception Lease
Investment Earnings
Expenditures
Ending Cash
$68,235 $58,186 $31,o62
$750
$750
$750
$3,890
$O
$2,000
$207,763
$205,000
$2o6,000
$1,566
$1,200
$1,200
$1,125
$750
$750
$O
$20,000
$O
$1,342
$1,200
$500
Total Revenue from Operations $216,436
$228,9oo
$211,200
Total Available $284,671
$28706
$242,262
$226,485
$256,024 '
$239,421
$58j86
$31,o62
$2,841
FORESTRY PROJECTED REVENUE AND FUND SUMMARY
Beginning Cash
$68,235
$58,185
IF62
$43,826
$51,578
Revenues
r
Assessment Rate
.00171
.00171
.00271
.00271
.00271
Assessments
$207,763
$205,000
1 $301,208
$305,726
$310,311
Misc Revenues
$8,592
$23,900
$5,200
$3,200
$3,200
Total Revenue
$216,436
$228,900
$306,408
$308,926
313,511
Total Available
$284,671
$287,o86
$337,470
$352,752
365,089
Expenditures
$226,486
$256,024
$293,644
$301,174
$308,897
Ending Cash
$58,185
$31,o62
$43,826
$51,578
$56,192
56,192 $56,472 $67,275 $63,371 $52,345 $37,391 $33,039
.00271
.00271
.00221
.00221
.00221
.00221
.00221
$314,965
$319,689
$274,o6i
$278,171
$282,343
$286,578
$278,876
$3,200
$3,200
$3,200
$3,200
$3,200
$3,200
$3,200
318,165
$322,889
$277,261
$281,137
$285,543
$289,778
$291,076
374,357
$379,361
$344,536
$344,742
$337,888
$327,169
$324,115
$317,885
$312,086
$281,165
$292,397
$300,497
$294,130
$302,432
$56,472
$67,275
$63,371
$52,345
$37,391
$33,039
$21,683
Recommendations
Increase assessment to address program needs
based on 5 year Dutch Elm Disease plan.
Reduce assessment at end of 5 years, removing
Dutch Elm Disease program from forestry
budget.
(®r
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