02. Resolution 4547 - Resolution Placing Aquatic Facility Bonds on November BallotCity of Kalispell
Post Office Box 1997 - Kalispell, Montana 59903-1997 - Telephone (406)758-7700 Fax(406)758-7758
REPORT TO: Honorable Mayor and City Council
FROM: Michael Baker, Director of Parks & Recreation
SUBJECT: City of Kalispell Leisure Aquatic Facility and Skate Park
MEETING DATE: August 20, 2001
BACK GROUND: In June, 2000 the City of Kalispell retained Interstate Engineering
to review the condition of the Bruckhauser Pool. The purpose of the review was to
evaluate and comment on the present condition of the pool and to make
recommendations for improvements, if any, and to describe available options. In
general, the findings indicated a failure of the fiberglass shell forming the pool
tank, aging components of the filtration and treatment system, and deterioration of
the concrete deck, tank and foundation. The bath house is in good physical
condition but is too small in many areas, providing for cramped and potentially
dangerous conditions. The options considered included rehabilitation of the
existing facility, construction of a new pool at the existing site with use of the
existing bath house, and to build a new pool complex in a different location.
The first two options will require the loss of a swim season, will not
alleviate parking problems at the site, nor provide for an adequate replacement
because of limited space. The City of Kalispell is now proceeding with
preliminary design work to proceed with option three, replacement of the facility,
intending to place this issue on the November ballot 2001 special election.
In order to gain public input, the planning team and City staff hosted an
open house for public review and comment. Forty-five people attended, all spoke
in favor of the proposed aquatic facility and skate park. Subsequently a written
petition is being circulated indicating a positive response throughout the
community. The reoccurring comment was to include the proposed skate park
with the aquatic project. The booming growth in skateboarding is being fueled not
by parents and coaches, but rather by the passion and enthusiasm of the kids
themselves. The need for a facility for these skateboarding enthusiasts has been
demonstrated many times in the Courts and the downtown sidewalks. To
accomadate the skateboarders and provide relief to the local merchants (planters
and sidewalks), the skate park was developed as part of the overall project.
Honorable Mayor and City Council
Report Compiled August 15, 2001
Page 2
The enclosd exhibits 1 through 4 itemize the project finances. The total
project cost, including the bond financing, is $3,675,000 as listed on Exhibit 1.
Based on historic data collected on the existing pool, projected yearly operations
would total $156,000 (inclusive of an escalated concession operation - see Exhibit
2).
Exhibit 3: Revenue projections were estimated by the consultants from 10
years of historic attendance and participation numbers. Daily entrance and
attraction fees are based on comparable fees for like aquatic facilities. The City
general fund contribution of $50,000 consists of the current 1.5 mils being
collected and an additional $20,000 of operational dollars that is currently
subsidizing the pool operations and maintenance. The total projected revenue of
$260,880 is an estimated figure based on the listed entrance fees and historic
visitation numbers.
Exhibit 4 identifies bond amount projection based on a total 20 year bond of
$3,675,000. The annual payment due is $281,000. When the pool revenue is
applied to debt reduction, the payment is reduced to an estimated $176,120 or 8.6
mils.
In today's aquatic environment, there are a variety of ways to provide a
community with an aquatic facility that meets its recreational needs, caters to the
entire community from toddlers to seniors, competitive swimmers to kids having
fun, while creating a revenue -producing recreation venue for the community.
Public aquatic facilities deliver value to users and the community if they are
planned well, designed well, and meet the public's expectations of total health and
safety. This project has put an emphasis on fun, family and features, while
encouraging greater attendance and longer stays. The proposed aquatic facility
was designed to complement the community insuring a partnership between the
municipality and residents of Kalispell.
RECOMMENDATION: It is my recommendation to create a resolution submitting to
the qualified electors of the City of Kalispell. The question of issuing general
obligation bonds in the amount of $3,675,000 for the purpose of designing,
construction and equipping an Aquatic Recreational and Skate Park facility in
Honorable Mayor and City Council
Report Compiled August 15, 2001
Page 3
Woodland Park, and paying the costs associated with the sale and issuance of the
bond recitals.
FISCAL EFFECTS: Create municipal bonds for the design and construction of an
Aquatic Facility and Skate Park in the amount of $3,675,000.
ALTERNATIVES: As Council recommends.
Respectfully submitted,
r A
Michael Baker, Director of Parks Chris Kukulski, City Manager
Report Compiled August 15, 2001
Attachments - Exhibits 1 - 4
PROJECT COST
Pool $ 1,334,200
Bath House $ 969,800
Concessions $ 92,700
Pump House $ 111,000
Site Development $ 555,300
Fees $ 283,700
Miscellaneous $ 58,600
Skate Park $ 130,000
Administrative Contingency $ 20,000
Construction Contingency $ 94,700
Bonding $ 25,000
Total $ 3,675,000 _1
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City of Kalispell Leisure Aquatic Facility & Skate Park
Kalispell, Montana Exhibit
Architects
Design
Group
L J
F.
EXPENSES
Operations $ 130,000
Concession $ 26,000
Total Projected Expense $ 156,000
City of Kalispell Leisure Aquatic Facility & Skate Park
Kalispell, Montana Exhibit
Architects
Gu
����J Group
i 1
REVENUE PROJECTIONS
Days of Operation [Existing Pool] 82
Average Daily Attendence 324
PROJECTION PARAMETERS
Days of Operation 85
Average Daily Attendence 400
City Usage [60%] 240
Non -City Usage [40%] 160
Daily Entry Fee City $2.00
Daily Entry Fee Non -City $3.00
Daily Attraction Fee City $2.00
Daily Attraction Fee Non -City $5.00
Total City & Non -City Entry Fees $81,600
Total City & Non -City Attraction Fees [60%] Total $65,280
Sub -Total Entry & Attraction Fees $146,880
Lessons: 1500 Students x $22 $33,000
Concessions Revenue $ 31,000
City General Fund Contribution $50,000
TOTAL PROJECTED REVENUES $260,880
TOTAL PROJECTED EXPENSE [$156,000] = -
NET REVENUE $ 104,880
City of Kalispell Leisure Aquatic Facility & Skate Park:w� .
Kalispell, Montana Exhibit
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I //, I Design
����J Croup
BOND AMOUNT PROJECTION
Project Cost $3,675,000
Interest Rate 5%
Term 20-Years
Annual Payment $ 281,000
Pool Revenue Use [$ 104,8801
Net Annual Cost
To Homeowners $ 176,120
Approximate
Cost Per $100,000 Home / Yr $31
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City of Kalispell Leisure Aquatic Facility & Skate Park �m M
Kalispell, Montana Exttibit a+.'iimbi
Architects
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L _1
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL SUBMITTING TO THE QUALIFIED
ELECTORS OF THE CITY OF KALISPELL, MONTANA, THE QUESTION OF ISSUING
GENERAL OBLIGATION BONDS IN AN AMOUNT OF THREE MILLION SIX
HUNDRED AND SEVENTY FIVE THOUSAND AND NO/100 DOLLARS ($3,675,000) FOR
THE PURPOSE OF DESIGNING, CONSTRUCTING AND EQUIPPING AN AQUATIC
RECREATIONAL FACILITY AND SKATE PARKIN WOODLAND PARK, AND PAYING
COSTS ASSOCIATED WITH THE SALE AND ISSUANCE OF THE BONDS RECITALS.
WHEREAS, Bruckhauser Pool, which has served the residents of the City of Kalispell, Montana
(the "City") for over seventy years, was renovated in 1984, but has recently shown
signs of age and is obsolete as a true aquatic center for residents of the City; and
WHEREAS, the City Council (the "Council') of the City, after examining the options of again
renovating Bruckhauser Pool or building a new aquatic center, determined that the
residents of the City would be best served by a new facility to be located within
Woodland Park; and
WHEREAS, the City has engaged the firms of Architects Design Group, Interstate Engineering,
Carver Engineering and Sitescape Associates (the "Firms") to provide a schematic
design and construction estimates for said proposed aquatic center and skate park;
and
WHEREAS, the Firms have completed the schematic design and construction estimates and
presented the Council with a report detailing all items; and
WHEREAS, the public has had an opportunity to examine the plans and cost estimates and
comment on the report; and
WHEREAS, the Council intends to proceed with the proposed aquatic center and skate park
project and fund said project through the issuance of general obligation bonds; and
WHEREAS, a city or town is authorized pursuant to Section 7-74221, M.C.A., to issue general
obligation bonds pledging the general credit of the City for that purpose upon
approval of the electorate of the city or town, provided that such indebtedness will
not cause the total indebtedness of the city to exceed 1.51% of the total assessed
valuation of taxable property of the city, determined as provided in Section 15-8-111,
M.C.A., ascertained by the last assessment for state and county taxes; and
WHEREAS, a city or town is authorized pursuant to Section 7-16-4104, M.C.A., to incur
indebtedness upon the credit of the city or town for the purpose of procuring by
purchase, construction or otherwise for various cultural, social and recreational
purposes upon approval of the electorate of the of the city or town, provided that the
amount of indebtedness contracted for that purpose does not exceed 0.9%of the total
assessed value of taxable property, determined as provided in Section 15-8-111,
M.C.A., subject to taxation by the City as ascertained by the last completed
assessment for state and county taxes prior to this date; and
WHEREAS, a city council is authorized pursuant to Section 7-7-4223, M.C.A., to call a bond
election by adopting a resolution to that effect; and
WHEREAS, the Council has determined that the issuance of general obligation bonds in the
amount of $3,675,000.00 will not cause the City to exceed its general statutory
indebtedness limitation, which as currently calculated is $9,401,423.00; and
WHEREAS, the Council has determined that the issuance of general obligation bonds in the
amount of $3,675,000.00 will not cause the City to exceed its indebtedness for the
recreational facilities, which as currently calculated is $5,603,497.00; and
WHEREAS, the Council has determined there should be submitted to the electors of the City
qualified to vote at bond elections the question of whether or not the Council shall
be authorized to issue and sell general obligation bonds of the City in order to obtain
funds for the purpose of designing, constructing and equipping an aquatic
recreational facility and skate park in Woodland Park, and paying costs associated
with the sale and issuance of the bonds; and
WHEREAS, it is the judgment of the Council that the sum of Three Million Six Hundred Seventy -
Five Thousand and No/100 Dollars ($3,675,000.00) will be necessary to carry out
the purposes set forth above; and
WHEREAS, it is the judgment and determination of the Council that such bonds will be payable
during a term not to exceed twenty (20) years and shall be redeemable on any
interest payment date after one-half of the term for which they are issued.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF KALISPELL AS FOLLOWS:
Section 1. Calling of the Election. The Council of the City hereby calls and directs that
there be submitted to the electors of the City at the general city election to be held on November 6,
2001, the following question:
Shall the Council be authorized to issue and sell general obligation bonds of the City
in the amount of Three Million Six Hundred Seventy -Five Thousand and No/l00 Dollars
($3,675,000.00), bearing interest at a rate to be determined by the Council, payable
semiannually during a term of not to exceed twenty (20) years and redeemable on any
interest payment date after one-half of their term for the purpose of designing, constructing
and equipping an aquatic recreational facility and skate park in Woodland Park, and paying
costs associated with the sale and issuance of the bonds?
Section 2. Conduct of Election. All qualified electors of the City shall be entitled to vote
at the bond election. The Flathead County Election Administrator is hereby requested to close
registration, give notice thereof and upon close of registration to prepare printed lists of the electors
in the City entitled to vote in the election in the City and to conduct the election in the form and
manner prescribed by law.
Section 3. Notice of Election. The County Election Administrator is hereby authorized and
requested to cause notice of the call and holding of the election to be given by publishing notice at
least once a week for the three consecutive weeks before the election in the Daily Inter Lake, a
newspaper of general circulation in Flathead County. The notice of election as published shall read
substantially as shown on Exhibit "A".
Section 4. Ballots. The Election Administrator is hereby requested to prepare suitable
ballots for use at the election at the polling places, together with the precinct lists.
Section 5. Form of Ballot. The ballot shall be printed in substantially as shown on Exhibit
Section 6. Notice to County Election Administrator. That a copy of this resolution will
be provided to the Flathead County Election Administrator as soon as possible after its adoption
and approval in order to inform her of the details of the election and the pertinent requests and
authorizations as to the conduct of the election.
Section 7. Reimbursement Expenditures
(a) The United States Department of Treasury has promulgated final regulations
governing the use of proceeds of tax-exempt bonds, all or a portion of which are to be
used to reimburse the City for project expenditures paid by the City prior to the date of
issuance of such bonds. Those regulations (Treasury Regulations, Section 1.150-2) (the
"Regulations") require that the City adopt a statement of official intent to reimburse an
original expenditure not later than 60 days after payment of the original expenditure. The
Regulations also generally require that the bonds be issued and the reimbursement
allocation made from the proceeds of the bonds within 18 months (or three years, if the
reimbursement bond issue qualifies for the "small issuer" exception from the arbitrage
rebate requirement) after the later of (i) the date the expenditure is paid or (ii) the date the
project is placed in service or abandoned, but (unless the issue qualifies for the "small
issuer" exception from the arbitrage rebate requirement) in no event more than three
years after the date the expenditure is paid. The Regulations generally permit
reimbursement of capital expenditures and costs of issuance of the bonds.
(b) Other than (i) expenditures to be paid or reimbursed from sources other than
the bonds, (ii) expenditures permitted to be reimbursed under the transitional provision
contained in Section 1.150-20)(2) of the Regulations, (iii) expenditures constituting
preliminary expenditures within the meaning of Section 1. 15 0-2(f)(2) of the Regulations,
or (iv) expenditures in a "de minimus" amount (as defined in Section 1.150-2(f)(1) of the
Regulations), no expenditures for the project have been paid by the City before the date
60 days before the date of adoption of this resolution.
(c) The City reasonably expects to reimburse the expenditures made for costs of
the project out of the proceeds of bonds in an estimated maximum aggregate principal
amount of $3,675,000.00 after the date of payment of all or a portion of the costs of the
project. All reimbursed expenditures shall be capital expenditures, a cost of issuance of
the bonds or other expenditures eligible for reimbursement under Section 1.150-2(d)(3)
of the Regulations.
(d) As of the date hereof, there are no City funds reserved, allocated on a long-term
basis or otherwise set aside (or reasonably expected to be reserved, allocated on a long-
term basis or otherwise set aside) to provide permanent financing for the expenditures
related to the project, other than pursuant to the issuance of the bonds. The statement of
intent contained in this resolution, therefore, is determined to be consistent with the
City's budgetary and financial circumstances as they exist or are reasonably foreseeable
on the date hereof.
(e) The City's financial officer shall be responsible for making the "reimbursement
allocations" described in the Regulations, being generally the transfer of the appropriate
amount of proceeds of the bonds to reimburse the source of temporary financing used by
the City to make prior payment of the costs of the project. Each allocation shall be
evidenced by an entry on the official books and records of the City maintained for the
bonds or the project and shall specifically identify the actual original expenditure being
reimbursed.
17[eX��7:� �i �.Z�1�/:17:1'tl ll:l x� M�ZK�111�[�l U1:��ilt�Y[ef�l �ij:3i�l li:i�
MAYOR THIS DAY OF AUGUST, 2001.
Wm E. Boharski
Mayor
Attest:
Theresa White
City Clerk
EXHIBIT "A"
NOTICE OF GENERAL OBLIGATION BOND ELECTION
City of Kalispell, Montana
November 6, 2001
NOTICE IS HEREBY GIVEN by the City Council (the "Council') ofthe City ofKalispell,
Montana (the "City"), that pursuant to a certain resolution duly adopted at a regular meeting of the
Council on August _, 2001, the following question will be presented to the registered voters of
the City at the November 6, 2001 election:
Shall the Council be authorized to issue and sell general obligation bonds of the City
in the amount of Three Million Six Hundred Seventy -Five Thousand and No/100 Dollars
($3,675,000.00), bearing interest at a rate to be determined by the Council, payable
semiannually during a term of not to exceed twenty (20) years and redeemable on any
interest payment date after one-half of their term for the purpose of designing, constructing
and equipping an aquatic recreational facility and skate park in Woodland Park, and paying
costs associated with the sale and issuance of the bonds?
The polls shall be open between the hours of 7:00 a.m. and 8:00 p.m., and the polling places
for the election shall be the normal polling places for City residents during a general election.
Absentee ballots may be obtained at the office of the Flathead County Election Administrator at the
Flathead County Courthouse, 800 South Main Street, Kalispell, Montana until 12:00 Noon,
November 5, 2001.
DATED this _ day of 2001.
City Clerk
Publish: 12001
,2001
.2001
U.:
OFFICIAL BALLOT
CITY OF KALISPELL BOND ELECTION
INSTRUCTIONS TO VOTER: Make an X or similar mark in the vacant square before the
words "BONDS - YES" if you wish to vote for the bond issue. If you are opposed to the bond issue
make an X or other similar mark in the square before the word "BONDS - NO".
Shall the City Council of the City of Kalispell be authorized to issue and sell General
Obligation Bonds, pledging the general credit of the City of Kalispell, in an amount not to exceed
payable over a period of not to exceed twenty (20) years, for the purpose of
constructing an aquatic recreational facility and skate park in Woodland Park, City of Kalispell?
BONDS -YES- for authorizing the issuance of General Obligation
Bonds for the construction of an aquatic recreational
facility and skate park in Woodland Park, City of
Kalispell.
EJBONDS -NO- against authorizing the issuance of General Obligation
Bonds for the construction of an aquatic recreational
facility and skate park in Woodland Park, City of
Kalispell.