1. Updating the Kalispell Facility PlanUlty of Kalispell Public Works Department
Past Office Bay 1997, Kalispell, Montana 59903-I997 - Telephone (406)75$-772(}, Fax (4€36)758-7831
REPO TO: Mayor and City Council
FROM: James C. Hansz, P.E., Director of Pub
SUBJECT: work Session Discussion —'Updatin
MEETING DATE: March 6,2006
BACKGROUND: The current budget includes funds for an update and expansion of the Kalispell
Fac l ty 'flan, originally completed in 2002. 2. The intent of this effort 1s to provide comprehensive planning
information that identifies the facilities necessary to extend City services into developing areas adjacent to
the City of Kalispell. New primary facilities that connect to or supplement existing systems must be
identified in order for the City to provide guidance and direction to developers upon whom the City
depends to extend its infrastructure to serve these developing areas.
The current Kalispell Facility Plaii 2002 was prepared by the joint venture of HDR Engineers and
Morrison Maierle. This team developed a broad knowledge of City systems and requirements, and in the
2002 plan produced a document of great value to the City. It has formed the basis of all the City's recent
utility improvement programs and continues to guide the general direction of the City`s efforts to improve
existing systems. In addition., the 2 002 plan identified the critical need to enlarge the Ci y"s award
winning wastewater treatment plant in order to ensure the ability to meet the demands of a fast growing
community. we believe the project teem performed in an outstanding manner that provided the City with
a much needed baseline upon which to make significant capital decislon.s. And, we believe the team
performed their work at a very competitive cost which gave the City great value in the finished product.
This belief has been consistently reinforced by the extensive follow-on support we have received from
both HDR and -Morrison Maierle. As a result, staff concluded that we should begin the 2006 effort to
expand upon the Kalispell Facility Plan 2002 by attempting to build on the excellent working relationship
with the original project team.
Over the past several months staff has worked with HDR and Morrison Maierle to draft a 2006
facility planning scope of work and fee proposal. The proposed scope of work. and fee proposal is
attached and will be reviewed and discussed with City Council at the work session.
RECOMMENDATION: Continue the excellent working relationship with t l R/Morri on Materle to
immediately begin the 2006 facility planning effort.
Marc, 2006 work session Update 14 actility Plan.doc
City of Kalispell, Montana
2006 Utility Comprehensive Plan
Exhibit A
Scope of Services
:.: .."..:.
Project Management
:..
Basis of Planning
3.. -
Boger Collection System Evaluation
400,
Wastewater Treatment Plant Evaluation
:.. .:..::.
water System Evaluation
60.0...,
Storm or System Evaluation
::. ..
System Recommendations and Capital improvement Plan
::.... :.:..
Financial Management Evaluation
Res
-
Public Participation
PROJECT OBJECTIVE:
The objective of this work effort is to assist the City of Kalispell in defining a
comprehensive regional plan for extending water, sower, and s ornwat r service to the
boundary of the planning Jurisdiction.. . significant utility planning effort was cornpleted
in 2002 with the .71 jf qfKtilispc-11 ITater, Yeiver tinti,Ytorm Drai'nqge,'-vsten7s Facility
Plan (Facility Plat)_ This work effort will review and u.pdatel where necessary, and build
upon i for-natior and findings presented in th. aelfity Plat..
TASK 100, PROJECT MANAGEMENT
Objectives. -
Plan and execute the Utility `om rehe si e Plan in accordance with an established sche uJe and
budget while exceeding quality expectations.
HDR Subtasks.-
101 Coordination Meetings. Meetings will be held with the City to review status of the
Planning effort. These meetings will be held in coordination with other meetings and
workshops during the course of the word.. A total of six meetings will be budgeted in
addition to other scheduled meetings and workshops.
102 Project Management Plan. The Pr ecJt Management agement Plaii will set forth project procedures
I, ---
and will clearly define individual responsibilities, task schedules, milestones, deliverables
and task budgets. The Project Management ent Plan will contain project objectives;
organization and roles of the project team. contract work plan, management tools and
to lini .lu es} subconsultant ana ement; coordination with the City and other
participating agencies; Quality Assurance and Quality Control Plan; monitoring;
reporting and administrative procedures. At the onset of the prject, a project team
meetincy will be conducted to develop communication channels and form the basis for a
comprehensive sive Pro ect Management plan.
103 Monitoring. Monitor project progress, including work completed, work remaining, g, budget
expended, schedule and estimated cost of work remainina and estimated cost at
completion. Manage activities within task budgets. Prepare and sul it it a brief monthly
progress memorandum and Hivoiee using the project management ent tools prepared in
Subtask 102.
104 QualityControl; Review all work activities and project deliverables for conformance with
duality control re uirements and projcct standards. Monitor project activities for potential
changes, anticipate changes whenever possible., and with the City'approval, Trio ify
project tasks and approach to keep the overall project within budget and on schedule.
Deliverables:
0 Project Management Plan.
0 Memoranda and meeti c; rotes as required.
• Project status memorandums and invoices.
City Involvement:
'anticipate in telephone calls and meetings.
Participate in project management workshop.
0 Revl'ew project status reports and approve invoices.
a Review and approve modifications to approach, schedule and deliverables as appropriate.
Report to Mayor, City Council and public Works Committee as appropriate.
TASK 200. BASIS OF PLANNING
Objectives:
The Basis or Planning establishes the planning constraints, clarifies the issues that will impact
planning decisions and provides a clear foundation for the development of the altematives for the
Cit ' 3 water, wastewater.. and stormwater lacilrtles. Current growth planning, current zoning,
census data, and previous master planning reports will be utilized to update existing and future
population estimates. Data will be gathered regarding current, planned and potential lard use in
the Kalispell area and meetings will be held with City staff' to set a study area and potential future
utility service area for water, wastewater and stormwater utilities. For the purposes of Utility
Planning work f o-year 20.1 , 0-fear o21, and theoretical build -out conditions will be
established.
HDR S:
21006 Uldity Comprehensive Pia;l 2 of U 3:; 1:::20 6
1 Population, Economic and Land Use Baseline (Existing Conditions). The goal of this
subtask is to fortify -� R/MI M I `s understanding of existing conditions. Socioeconomic
and land use data will be reviewed with City of Kalispell Planning personnel for the
Kalispell area to develop current population and economic (commercial and industrial)
characteristics. The following in c rn-iation will be reviewed and, where appropriate,
incorporated into the utility plan by HDRIMMI
Previous water, wastewater, and stormwater planning work completed d in 2200 1.
City of Kalispell growth policy and current planning work.
Current zoning.
Census data.
Current transportation. planning
202 Population Projections and Distribution. Using data collected in the baseline evaluation,
population, commercial, and industrial distribution projections will be made for 15,
2025, a.nd theoretical build -out conditions. This task will include identification of future
areas of expansion based upon past and projected patterns of community growth and
development, A potential service area will be identified and the area broken down into
logical zones with assigned population, commercial use, and industrial use for existing,
2015., 2025., and theoretical build -out forecasts. The City will provide input and approve
these proJec�tions. J.DR/MM will develop a y ap in IS of he study area and potential
service area(s) and zones. This map and associated data will be used in planni l�
modeling, and analysis Of futUre utilities and their impact to existing City of Kalispell
water, wastewater and stormwater utilities.
Deliverables:
0 Population and economic distribution summary.
40 Population projections.
Study area map including potential service areas , population distribution, and land use in
GS format.
City Involvement:
Review and approve population and economic distribution summary and population
projections.
Participate in meetings with City Planning office personnel to assist in developing areas of
expected development and population estimates.
Provide copies of current and past planning work and mapping.
0 Provide area mapping including current and projected laud use, zoning, streets,
topographic information, existing city limits, areas of proposed annexation', and any future
zoning or laid use data.
TASK 300. SEWER COLLECTION SYSTEM EVALUATION
Objectives:
IDR-M:MI will conduct an evaluation of the existing sewer collection facilities., with an emphasis
on the ability to provide adequate wastewater conveyance for existing and future customers. The
standard for evaluation will include the Montana Department of Environmental Quality Circular
DEQ 2, Design Standards for wastewater Facilities. eras suspected of capacity limitations will
. #. LIJ10-ty Comprehensive Plain of " 31 :�� 006
be identified and recommendations will be made for necessary improvements, ts, equipment
replacement and inflow correction.. Preliminary routing and sizing of future sewer interceptors to
serve areas of planned ed growth will be performed.
HDR Sys:
1 Hydraulic Model. HDR/MMI under this subtask, will update and improve the existing
system hydraulic model and then utilize the model to analyze capacity of the existing and
future sewer collection system and predict flow characteristics to the wastewater
treatment t facility. The model will be based on updated sewer mapping, pipe size, pipe
type, manhole invert and manhole rim in onnation provided by the City of Kalispell.
Areas of suspect data will be identified by HDR/ MI and surveyed by the City o
Kalispell. Updated survey data will be incorporated into the model and the system
analyzed by HRMI.
302 Staff Interviews. HDR/MMI will interview key staff concerning past and current suer
system issues and current system physical conditions in order to identify and assign
priorities to deficiencies and potential capital improvement projects.
303 Existing Data Collection. The City will collect and deliver to HDR/MMI all existing
records, reports, logs, system maps, and as -built drawings applicable to the sewer system
and the Project. This information will include SUrvey datafrorn suspect areas identified i
Subtask 301 above. This information and information gathered from staff interviews, and
the hydraulic model will be used to identify the existing system problem areas. Potential
deficiencies include surcharged pipe locations, storm water cross -connections, low and
high pipeline velocities, flat or flooded inverts, areas with potential for high hydrogen
sulfide generation, etc.
304 Serer System Mapping Update. The City of Kalispell will update the existing sewer
system AutoCAD map to include system components .ents not previously mapped, and
additions constructed since completion of the latest version of the map. This data will be
incorporated into the Utility Master Plan as a figure by HDR/MMI and will be used in the
sewer system modeling.
305 Infl ow a nd Infiltration 11 Analysis. R,/M MI will evaluate wastewater treatment plant
flow records, lift station data, and known story events to identify areas of suspected Ill
and to quantify r .
306 Existing System Analysis and Deficiency Identification* The hydraulic niodel developed in
Subtask Sol will be used to evaluate and identify existing system deficiencies, Using the
population, commercial and industrial pro coons developed in Task 200, a future
condition hydraulic yodel will be developed that will also project future sewer `lows.
This model will aid in the deter ination of collection system requirements to serve future
development and alleviate existing system deficiencies. future system requirements ents will
be developed for 0l 5, 2025, and theoretical build -out. This data will be utilized to
identify and analyze potential capacity limitations. projected tows w ill also be used in
evaluation of the Wastewater Treatment Plant,
307 Litt Station Analysis. This task will include examination of past studies and reports of'the
existing lift stations within the collection system. HDR/MM.f will collect lift station
design information and incorporate it into the Utility Master .Plan report. System
deficiencies will be recorded and recommended improvements ements will be identified i
conj Wlct on with the future system analysis conducted in Task 306.
308 Study Area Sewer System Layout and Sewer System Configuration. Using the study area
and wastewater service area designated i. ryas 20o and topographic mapping provided
by the City of Kalispell, an engineering analysis will be conducted to detem-line physical
facilities required for provision of sewer service to six general areas within the Kalispell
Planning Jurisdiction including; East whitefish River, North Kalispell, East Stillwater
River, west Kalispell, last Kalispell, and South Kalispell as shown on the attached
figure. Facilities include interceptor sewers, major collector sewers, pumping stations and
forcemains. The purpose of this task is to identify the major facilities regUired for sewer
service in each of the six areas including pipeline routing, prHuary right-of-way corridors,
prelims ary profile, and locations for sewage pumping stations.
Deliverables:
0 Existing Sewer collection system model output and model stile.
0 Future system altemative evaluations including napping depicting potential interceptor
routing, preliminary profile and locations for future sewage pumping pin stations and
forcemains, modeling of interceptor sewers, lift stations and foreemains, and evaluation
of the impact to eNiShllg facilities.
• Sewage Lifl station and force main evaluation including preliminary sizing.
City Involvement:
Provide survey of areas identified as suspect in the existing sewer system model.
Participate in interviews and inspections to assess sewer system..
• Provide WWTP flow data.
0 Provide updated sewer system map.
0 Provide sewer pipe size, pipe type, manhole invert and manhole ring elevations data.
0 Provide topo ;raphic mapping of the study area.
TASK 400. WASTEWATER TREATMENT PLANT EVALUATION
Objectives:
Using volumetric flow, biochemical oxygen demand (BC D), total suspended solids (TSS)I,
phosphorous and nitrogen loading developed on a per capita basis for the 2004 AW W'FP
Preliminary Engineering Report, project average flow and load conditions for the 20-year
planning period. Projected flow and loading conditions will h compared to the existing < d
currently planned design capacity of the treatment facilities and solids handling systems to
determine the adequacy of the treatment facilities ability to treat updated flow and loading from
the planned population, commercial, and industrial uses developed in Task 200. Standards for
evaluation will include the Montana Department of Environmental Quality Circular DEQ 23
Design Standards for Wastewater Facilities and . PDES discharge pe ilt requirements. 'rhe
potential impact of .Phase 2 of the Flathead Lake T.M L and future Ashley Creek TMl 11 will also
he considered.
HDR Ssst
401 Existing Sewage Flows and Loadings. HDRiMMI will utilize the existing per capita 11ow
and load esdinates developed In the 2004 AWWTP Prellr..i ar r :Engineering Report. No
additional data analysis will be completed for this task. If warranted, recom mendatioils
for additional specialized sampling will be identified. peak flow analysis completed in
Task Soo will also be utilized hi 'mask 400.
402 Existing Plant Utilization. J he c*xisting sewer flow and loading per capita analysis
developed as part of Sul task 401 will be compared with design ``nar cplate. capacity of
each unit process within the sewage treatment plant(including liquid treatment and solid
process units) developed as part of the recent preliminary engineering report, takina into
consideration the currently planned expansion pro ect s . The analysis will identify
capacity restrictions in the unit processes and will determine when they will occur. A
tr atnie t plant utilization schedule (table) will be developed that will he used for
projection of;cun-ent capacity utilization and remaining capacitor. The city will perform
additional sampli.ng and testing as requested by HDR/MMI for the evaluation effort.
403 Future Wastewater Discharge and Disposal Analysis. The AWWTP discharges to Ashley
`reek, a small stream currently being studied for development t of a TMDL. By current
state non -degradation law, the AWWTP is allocated a fixed load of pollutants that can he
discharged to the stream. The development of a Phase 2 of the Flathead Lake TMD1, and
future Ashley (.'reek TM L has the potential to further restrict allowable effluent load to
Ashley Creek. A critical analysis of effluent discharge : and/,or disposal options will be
prepared, including consideration of alternate discharge scenarios, reuse options and
enhanced treatment requirements. ts. 1 DEQ staff will be consulted. Completed and on-
going MDEQ studies, along with studies of oth r-s, will he considered in developing long
range alternatives.
404 Future Plant Expansion Requirements. The population, commercial use, and industrial use
projection data assembled in Task 2 "rill develop the future sewage flow projections
detailed in Suhtas . 402. The effluent disposal requirements developed in Task 403 will
he used in determining AWWTP treatment requirements. This information will he used
to determine future treatment t plant capacity needs. Treatment plant process unit design
capacities will he compared with future projections and presented in a schedule for
treatment plant upgrades by individual unit process Facility capacity needs will be
analyzed for both lurid and solid treatment processes. An action plan, in the form of a
Capital Improvements Schedule, will he developed that projects re uiricd treatment plant
upgrades that are tied to service growth and regulations. The action plan will he
compared to the existing phased expansion plan for the wastewater treatment plant and
adjustments is made as required. Other alternatives for use of plant effluent identified in
SUbtask 403 will be examined and discussed.
405 Future Treatment Partnership considerations. The anticipated sewer service area is
hounded h } or will hegira approaching the boundaries of, other entities providing sewer
service to customers. including the Evergreen 'Water and Sewer .District, Lakeside water
and Sewer District, Somers 'eater- and Sewer District and the Bigfork Water and Sewer
District. In addition, the service area will approach the sites of other district treatment
facilities, including the Lakeside water and Sewer District Wastewater 'rr- atme t
Facil.lty and the Bigfork water and Sewer District Sludge .disposal Farm. Opportunities
for partnership with these other entities that produce tangible benefits to the City of
'Kalispell will he explored and documented.
Engineering. sc n,---ic:es Agreement - Exhibit
Deliverables;
• Sewage treatment plant utilization schedule and action plan.
• Regulation inipact analysis and recommendations including the Flathead Lake T DLI
and. draft MIS permit.
• Schematic site drawings depicting alternatives for expansion of the facility to 111eet future
demand,
,
• Identification of regional wastewater partnership opportunities,
City Involvement:
• Participatc in meetings .ngs with MDEQand other wastewater service entitles.
TASK 500. WATER SYSTEM EVALUATION
Objectives:
.1 1 1 MMI will conduct an evaluation of the existing water system including supply*
transmission., pumping and storage with an emphasis on the ability to provide adequate, safe,
water supply. Standards for evaluation will include the Montana Department of Environmental
Quality Circular DEQ 1, Standards for Water Forks and current and future safe drinking water
act regulations.
R S bt ks:
1 Hydraulic Model. H.DRJMMI under this s l task, will utilize the existing water system
hydraulic model using Water AD Version 6.5 to analyze the existing system. Water
system hydraulics demand will be estimated from source water production records and
e isti . an pro cte l population distribution prom ,ras Th
e lie noel will then e
'used in subsequent tasks for analysis of the water system.
502 Staff Interviews, HDR/MMI will interview key staff concerning past and curremt grater
system issues in order to identify and assign priorities to deficiencies and potential capital
improvement projects.
503 Existing Data Collection. 'he City will collect and deliver to HDR/ MI all available
existing reports, records, logs, system maps, and as -built drawings relating to the water
system. This infoniiation along Frith information from the staff interviews a� the
hydraulic noel will he used to identify existing system problem areas. Existinc, systeru
physical conditions will also be provided to HDR/MN41-
5 Water System Mapping Update. The City of Kalispell will update the existing
water system AutoCAD yap to include system components not previously
mapped, and additions constructed since completion of the latest version of the
map. This data will be used in the water system modeling.
.
505 Fire Flow Testing Records. DR/MMI will examine fire flow testing records and analyze
the systei 's capacity to iineet requirements. : c iclencies and potential capital
improvernent projects will be identified. These records will he used for validating the
results of the hydraulic noel.
'100 r Ut lity Cotuprehensive Plan 7 of 13 11:2000
506 Storage/Production Capacity. HRJMMr will e ar ire storage/production capacity and
evaluate the system's eapabllity to rnet predicted popLrlation, commercial use and
ind strial use p roj ectio ns for 2. 01 , 20 . arrd theoretical b ri ld-out. De ieieneies and
potential capital improvement projects will be identified.
507 Study Area Water System Layout and Water System Configuration. 'Using the study area
and water service area designated in rusk 200 axed topographic mapping provided by the
City of Kalispell, an engineering analysis will be conducted to detemii .e physical
facilities required for provision of water service to six general areas within the Kalispell
Planning Jurisdiction including; east Whitefish River, North Kalispell, East Stillwater
River, West .Kalispell, East Kalispell., and South Kalispell as shown on the attached
-figure. Facilities include major water rains, pressure reducing stations, air- relied~ valves,
storage tanks ', pumping stations and wells. The purpose of this task is to identify the
major facilities required for water service in each of the six areas including pipeline
routing, primary right-of-way =wa rrid s, preliminary profile, and locations for tanks,
wells, and pumping stations.
Deliverables*
• Water system model output and model file.
• Future sy ten-1 alternative evaluations including mapping depicting potential water main
routing, preliminary profile, and locations for future storage tanks, pressure reducing
stations, air relief valves, and wells.
Tank, well and pumping station evaluation including preliminary inary sizing.
City involvement:
Provide all applicable reports, records, logs, system reaps and as built drawings for
review.
Make staff available for interview.
• Conduct fire;flow testing as required for Lie in model calibration.
• Assist HDR/MMI by providing existing systeru flow monitoring operation and
maintenance data.
• Participate in interviews and inspections to assess water system.
• Provide updated water system reap.
• Provide topographic mapping of the study area.
TASK 600, STORMWATER SYSTEM EVALUATION
Objectives:
The objective of this task is to review previous stormwater modeling work, perform qualitative
evaluation of existing conditions, and utilize aerial mapping and land use developed by the City
of Kalispell for the study area to define and characterize drainage basins and provide pre -
developed and post developed characterization and runoff estimation. Planning level
r eommer datio .s for backbone infrastructure will be provided for the study area.
01 Collect and Inventory Existing System Information. . R/MM I will review existing
reports, records, logs, system maps and previous niodelino work relating to the storm
drai.na ge sy stern. HDR/M'MI will i. terview C it x o f Kalispell staffto document anecdotal
evidence of known deficiencies in the e istincy store drainage system.
2 Model Development and Calibration. HDR,.,'MMI will LIse the USDA Small Watershead
Flvdrol . g model R-55 for conceptual modeling of stor .water ntnoff The existing and
new topographic data developed since the completion of the last facility plan will be used
to delineate s bbasins for the T-55 model. The input parameters and boundary
conditionfor the ' R-55 model will be reviewed and checked or cot ect rainfall
intensity, and land use data. Lad use data developed for the study area in Task Zoo well
be incorporated into the model. Model output will be used to identify problem areas
within the existing system and develop alternatives and capital improven'ients I - or
improving stormwater runoff control,
603 System Analysis. The existing store drainage system will be 'analy ed on a conceptual
al
level and existing and predicted problems resulting from thesystem analysis will be
documented. Proposed system improvements will be identified for incorporation into
future development plans and the capital improvement plan.
604 Catchment Delineation. l sinc; the updated land use and topographic is data, new drainage
basin catchments ents will be delineated for the study area.
605 Catchment Characterization. Newly delineated stormwa er cat.chnient basins will be
characterized with percent impervious surface for up to two scenarios (existing and
theoretical build -oust lard uses) and weighted ranoff curve numbers will be developed
froni 'Nat ral Resource Conservation Service NRCS soils data.
606 Rainfall Runoff Estimation. ation. .istin p.re-development) and ftit ire (post development)
rainfall runoff will be estimated for each delineated catchment hment sip TR-5 . Rainfall
runoff will be utilized to delineate critical drainage ways and appropriate sot backs for
protection of these dra i nage ways. Des n events of I o-year, 2 5 -year, 50-voar, and 100-
year with SCS Type 11 rain all distribution will be used for this analysis.
607 Runoff Quantity Control Recommendations, Initial recommendations of backbone
infrastructure will be prodded for eat h- ent basins and critical drainage ways.
Recommendations will be made with regard to areas reeding additional study.
Recommendations will include considerations regarding water quality and permit
re Ui,rements.
Deliverables:
• Map of drainage tc hrnent basins and critical drainage ways.
• Map of proposed future ditches, piped systems wid retention basins.
• Map of major ston-nwater o tf s.
• Pre and post development rainfall runoff estimations.
City Involvement,
Provide existing system. data.
• Provide all applicable reports, records, logs, system j aps and as built drawings for
review.
0 Make staff available for interviews.
TASK 700. SYSTEM RECOMMENDATIONS AND CAPITAL IMPROVEMENT
PLAN
Objectives:
The objective ofthis task is to select a recommended plan for the water, wastewater, and
stomiwater systems from the analysis performed in previous task. The recorrimended capital
improvements will be evaluated in a workshop format and a priority ranking system will be
developed. System recommendations will be documented and a capital improvement schedule
CP will be prepared.
HDR Sbss;
701 Develop Rating Criteria. Non -monetary criteria, including environmental impacts, will be
established for evaluating the alternatives for the wastewater collection and treatment
systems, water distribution, storage, and production systems, and store water collection,
storage and treatment systems. A list of evaluation criteria will be developed for each
utility.
2 Alternative Evaluation Workshop. An alter iative evaluation workshop will be conducted
with City Staff for each -utility. The focus of these orkshops will be to evaluate, rank
and select the recommended alteratives for the water, wastewater, and stone ater
systems. Public impact will be included as part of this process.
703 Capital improvement and Implementation Plan Development. A plan for implementation of
the recommended alternatives for each system will be prepared. Th1s plan w ill Include a
description of the recommended projects and their priorities. A capital improvements
schedule will be developed that includes prioritization and capital costs,
Deliverables:
• Rating criteria
• Recommend alternatives
• Capital improvement implementation plan and capital improvements schedule
City lolrrn:
Participate iu alte native evaluation workshops.
0 Review rating criteria.
TASK 800. FINANCIAL MANAGEMENT EVALUATION
Objectives:
The objective of this task is to develop a working knowledge of the it 'F's baseline filly vial
condition for water, sew er, and stormwater utiIit F's. Each utility rates 4a nd fundi ng sou rees
including connection and impact fees will be evaluated versus current and projected revenues. A
simplified revenue requirement analysis will be developed for each utility to assess the impact of
the projected O&M and capital infrastructure. Provide summary conclusions orthe potential
financial and rate impacts of the Facility plan and the need for a more f om al rate study analysis
'n�6nee ina services Aoreement - Ex h ih it A
for each utility. Recommendations for modifications to fees and rate structures will be provided
as veil as recornme dations o n possible external funding sources for planned capital
improvements.
HDR Stss;
801 Capital Improvement Summary, Sup n-iari e recommended capital improvements 111ade as
part of'the Capital Improvements Plan (CI developed in Subtask 703 for the water,
sewer and stor water utilities. Summarize on an annual basis and determine the
probable funding source for the c penditures. Consider cash reserves, revenue bonds,
State Revolving funds, ds, grants and other likely sources. Allocate the planned capital
improvements between expenditures for system expansion (growth) versus expenditures
for enhancing the cutTent syste . Utilize previous Mork efforts performed for the City as
a starting point for the analysis. Develop a simple revenue model for projecting annual
rate a4justments and provide a strategy for implementing rate and growth impact fee
adjusts'ients.
802 Funding Source Assistance. H'DR/MM1 will assist the City with identification of potential
funding sources for both planning and contribution of needed facilities. A financial
assistance plan will be developed outlining specific funding assistance approach and
schedule for specific projects identi-fied in Task 700.
Capital improvernent and rate impact summary
Simple revenue requirement model
• Project financial management sure ary
• Funding source identification and schedule
0 Projected ai ual rate adjustments
• Strategy for implementing rate and growth impact fee adjustments
City Involvement;
0 .Provide existing rate schedules and financial data.
► Review financial manacrement summary.
TASK 900, REPORTS
Objectives:
The data collected and evaIuatio . s conducted for tasks 100 tl rough 8 00 Mill be assen-ibled into a
single docun-tent for each utility (Water, Wastewater, and Stomiwater). In addition a combined
capital improvements ents schedule i.ncludin recommended capital improvements for each utility will
be assembled into a summary report. These documents will form theUtility Master Plan.
These documents will be structured similar to the following outline:
2006 Water System Comprehensive Plan;
Executive S r l ar
Section 1 Basis of Planning
Section 2 Existing'eater Supply, Storage, and Distribution
Section 3 Regulations
Section 4 Water Quality
Section 5 Water System Analysis
Section 6 Alternatives Development and Evaluatioti
Section 7 Recommendations and Capital Improvements Plan
Section 8 Financial Management Evaluation
2006 Wastewater System Comprehensive Flan
Executive Summary
Section I
Basis of Planning
Section 2
Regulations
S ti rs
ExistingSewer Collection System
Section 4
ExistingWastewater Treatment Plant
Section
Sewer Collection System Analysis
Section V
WastewaterTreatment Plant Analysis
Section
Alternatives Development and Evaluation
Section
System Recommendations and Capital Improvements Plan
Section 9
Financial Management Evaluation
2006 St r wat r System Comprehensive Plan:
Executive Summary
Section 1 Basis of Planning
Section 2 Regulations
Section 3 Existing Stormwater System
Section 4 Stormwat r System Analysis
Section 5 ,alternatives Development and Evaluation
Section 6 System l eeom endations and Capital Improvements Plan
Section 7 Financial Management Evaluation
Capital Improvements Plan,
Section I
Water System CIP
Section 2
Wastewater C .P
Section 3
Stormwater CIP
Section 4
Combined Utilities IP
HDR Stassf
1 Draft Master Plans. Draft versions of the 00tility master Plan will be submitted to the
City for review on an i ters itte t basis as portions are completed. A complete flornial
draft of each document will be submitted at the 0% level of completion for review and
comment prior to finalizing each plan. Five codes of each draft will be submitted for
review.
2 Prepare and Deliver Final Master Plan to City of Kalispell. Based on re -view comments
received, revisions to the draft report will be x ade and the final report will be assembled.
15 copies will be delivered to the City.
Deliverables:
• Draft Reports 5
• Final Reports ( 15)
Engineering Services Agreement 4 B fii it A
w
City Involvement:
•Review of Draft . .eports.
TASK 1000. PUBLIC PARTICIPATION
Objectives: T'he objective of thistask -is to provide e public education as to the existing condition of
the cities utilities, the impact of future growth, plans for maintaining and expanding
i
infrastructure, and financial management of the utilities-, provide, updates to council, and col
Public hearings, at a mininium, necessary for meeting in funding a ,e cy requirements.
HDR Subtk:
1001 Newsletters: HDR/MMt will provide newsletters for distribution by the City to cover the
followir subjects:
Existi utilities condition and Basis of Planning.
System evaluation and alternatives for maintaining and expanding utilities.
• Capital improvements ents program and financial evaluation.
1002 Public Meetings* HDRI MI will prepare materials for and facilitate presentations for the
Public to discuss the following subjects
• Existing system evaluation and Basis of Planning.
• Future system expansion ion requirements and alternatives.
• System recommendations.
• Capital Improvement prograin and financial evaluation.
These public presentations will be performed during work sessions or regular meetings of
the City Council.
1003 Plan Adoption. HDR/MMI will perform a final public presentation curing a regular
session of the City Council for adoption of the 2006 UtilityMaster plan,
f € I � � r c3�t i +c � zri f 1 :3:: 1.. `�006
EXHIBIT : , Engineering Services Budget Cost Summary
City of Kalispell
2006 Utility Comprehensive Plan
Task Task Desc.ription.Task Labor Cost
100
Project Management
$20,190.00
200
Basis of Planning
$ 2,300.00
300
Seder Collection System Evaluation
$407490.00
400
Wastewater Treatment ent Plant Evaluation
$34$650.00
Soo
Water System Evaluation
$36,900.00
o
S ormwater System Evaluation
$36x060.00
Too
System Recommendations endations and Capital Improvements Plan
$1Oo .00
Boo
Financial Management Evaluation
t l o.00
0
Reports
$14,540.00
000
public Participation
1 �975.00
Total Labor Cost $227,175.00
Expense Description
Expense Cost
Miscellaneous
$ oo.00
Travel Expenses
$ 0,8WOO
Nla ping/Photos/Surveys
$1 0.00
Printing and Photocopying
$2t625.00
Telephone
$750.00
Technology Charge
$8,653.50
Subconsultant Fee
$0.00
Total Direct Expenses $23,428.50
Total Cost Per Task(Labor + Expenses)
oo
Project Management
2 56 . o
Zoo
Basis of Planning
$12,954,40
300
Sewer Collection System Evaluation
$421963.00
400
wastewater Treatment Plant Evaluation
$37T425.80
Soo
Water System Evaluation
$39,217.20
boo
Stormwater System Evaluation
3 , 153.20
700
System Recommendations and Capital Improvements Plan
$11,310.60
00
Financial Management Evaluation
$105409,80
goo
Deports
$17,213.80
1000
Public participation
$14, 29 10
Total Project Cost $250,603,50
Enginerir g Services Agreement - Exhibit
2006 Utility Master Plea
Pepe 1 Final Budget