05. Public Hearing - Urban Renewal Plan-Airport/Ballfield Complex_ I e GILKJ i� ell
Incorporated 1892
Telephone (406) 758-7700
FAX (406) 758-7758
Post Office Box 1997
Kalispell, Montana
Zip 59903-1997
TO: Al Thelen, Interim City Manager
FROM: Michael Baker, C.L.P.
Director of Parks and Recreation
RE: Interlocal Agreement Athletic Field Complex
DATE: June 14, 1996
Dear Al,
Initial contact has been made with School District 5, Flathead County, and
Flathead Valley Community College, to determine potential for an interlocal
agreement regarding the development and maintenance of the proposed Youth
Athletic Complex. A presentation was made to the Flathead County Park and
Recreation Board and in return they responded with a letter expressing support for
the complex, however, financial support for development and maintenance was not
available as stated in the attached letter.
School District 5 has expressed interest in developing a complex that will
facilitate their High School athletic program. They are expressing interest in both
development and maintenance obligations.
The Flathead Valley Community College has also expressed interest in
developing a participation agreement dependent on their level of involvement with
college intermural and curriculum athletics, to be determined at a later date as their
programs mature.
I feel as this project evolves we can approach the interested agencies and
coordinate an interlocal development and maintenance agreement that would be
beneficial to all participants.
MB/dlw
Attachment
Douglas Rauthe
Mayor
Al Thelen
Interim City Manager
City Council
Members:
Gary W. Nystul
Ward I
Cliff Collins
Ward I
Norbert F. Donahue
Ward II
Dale Haarr
Ward II
Jim Atkinson
Ward III
Lauren Granmo
Ward III
Pamela B. Kennedy
Ward IV
M. Duane Larson
Ward IV
225 Cemetery Rd - Kalispell, MT 59901
(406)758-5800
FAX: (406)758-5929
CONRAD ATHLETIC COMPLEX 758-5805
May 13, 1996
Dan Johns
216 N. Riding Road
Kalispell, MT 59901
Dear Dan:
This letter is written to express the Flathead County Parks and
Recreation Board's support of the concept of relocating ball
fields to one central location.
Please be aware, however, that at this time our budget prohibits
any facilitation of this project. We are also unable at this
time to commit to future funds for development or maintenance of
this community endeavor.
Sincerely,
Bob Norwood
Superintendent
It
Incorporated 1892
Planning, Economic &
Community Development Department
P.O. Box 1997
Kalispell, MT 59903-1997
To: Al Thelen, Interim City Manager
From: Lawrence Gallagher, PECDD Director
Subject: Kalispell City Airport - Ground Lease Consi erations
Date: June 14, 1996
248 Third Avenue East
(406) 758-7740
(406) 758-7739 (office fax)
(406) 758-7758 (City Hall fax)
This Memorandum is in response to your request for amplification and clarification
of Financing Options discussed in THE "KALISPELL CITY" AIRPORT/ATHLETIC
COMPLEX REDEVELOPMENT PLAN. The Plan presents the financing options on
pages 31-42, with the specific reference to Option 2: LAND LEASE beginning on
page 31.
When the document was completed several months ago, I wrote:
"The City may want to consider a combination of revenue
enhancement measures which could include a combination of outright
sale, partial around leases, or even a participation in redevelopment
projects. The City has a successful track record and experience in
forming public/private partnerships where it uses its authority to
encourage the maximum private utilization and investment in land in
exchange for a "public interest" participation in the project. From
1987 through the end of FY 95, the City has received over $2.6
million in principal and interest on its UDAG loan to the Kalispell Center
Mall; LP and the PV of the mortgage it holds on the project is over
$2.7 million. It should carefully consider the advantages of creating
another redevelopment project for the Airport. The City could
stimulate a project at the Airport that would continue to pay dividends
long into the future."
EL.1A: niHSi:u;
OPPORTUNITY
Al Thelen, Interim City Manager
E Page 2
June 14, 1996
I have added emphasis to the first and to the last two sentences of that paragraph
to focus the ensuing discussion of options available to the City Council and the
important objective of keeping all the options open until a full evaluation can take
place. I don't believe that can be accomplished between now and the adoption of
an ordinance creating the Airport/Athletic Complex Urban Renewal Plan.
In the discussion of the land lease option on page 31 of the REDEVELOPMENT
PLAN ANALYSIS, I acknowledged MDOT's admonishment to "avoid selling any
land" which is generally good advice - that is if you can finance airport capital
improvements without cash from the sale of land or adequately secured ground rent
annualized at full market rates. (By secured, I mean a land lease not subordinate to
a heavy first mortgage and/or secured with personal guarantees similar to the
personal guarantee the City has with the Kalispell Center Mall Limited Partnership.
If ground rent (lease revenue) is pledged as security for any borrowing, the lender
or bond buyer will discount it, demand a high debt coverage ratio plus a funded
reserve even greater than that which may be demanded for an ad valorem tax
increment pledge as security.
The City's real estate appraiser raised valid questions and issues during their
discussion of the land lease alternative for the industrially zoned property along
Airport Road. Rather than paraphrase their advice, the following is the summary
paragraph of their discussion:
"The potential for leasing to someone for construction other than that which
would be related to the city airport was examined. Assuming a ground lease
at the lower end of the proposed range, $0.075/SF/YR, a one acre parcel
would have a lease amount of 43,560 X $0.075 or $3,267/YR. At a 10%
capitalization rate this would suggest a site value of $32,670 ($0.75/SF).
This would compare with a 1.06 acre industrial site sale at $32,500. The
implication is that there is little if any incentive to a lessee to lease rather
than purchase, unless he could invest the capital at a return of more than
10%. In addition an owner would have the benefits of any increase in value
with the ownership, whereas on the lease he would likely be faced with
increased lease payment in later years. The potential for leasing other than
for airport related uses thus appears minimal."
Al Thelen, Interim City Manager
Page 3
June 14, 1996
Once again, I have added emphasis to the appraiser's written opinion and will add
further emphasis by reiterating my observation:
"The relevance is that developers evaluate and measure not only the return
on money invested in real estate but also the return of it, and, like all
investors, they seek maximum growth and appreciation and whenever
possible a tax shelter or deferral. Paying ground rent has lost some of the
appeal it used to have. Nonetheless, the alternative is available. One final
observation: The City should consider its cost of capital and the return of
and on capital invested in public projects. Generally, it should not consider
leasing public land at rates far below what it has to pay to raise capital for
other public improvements or projects or at rates below what it receives on
temporary surplus or reserve funds held and invested for later use unless
there is a greater public benefit. Other public benefits "necessary and in the
public interest" recognized by statute include safety, employment and private
investment opportunity, and an improved tax base among other things to be
considered."
However, "... instead of outright sale, the possibility of a long term lease
for private use may be considered as an alternative. City staff concurs with
the admonishment to avoid selling land essential for airport use or future
expansion but not necessarily land with a higher and better use for private
redevelopment, i.e., Parcels 11 & 12 - adjacent to U.S. Hwy 93."
"Using an arbitrary 6% to 10% capitalization rate would indicate that
Parcel 11 - Haven Ballfields, should generate from $45,000 - $75,000/YR, or
$0.25/SF/YR - $0.42/SF/YR in ground rent, depending on the nature of the
lease arrangement. Parcel 12 - Daley Ballfields, using the same cap rate
assumptions, should generate lease revenues ranging from $75,657 to
AI Thelen, Interim City Manager
Page 4
June 14, 1996
$126,096/YR, or $0.10/SF/YR to $0.17/SF/YR in ground rent. If both
parcels were leased at the top rate, the combined lease income could reach
$200,000. However, developers and lenders in Montana and Kalispell
generally dislike land leases for redevelopment even though land costs seem
to be at an all time high in the market. Perhaps the mood will change."
The OPTION 2: LAND LEASE discussion in the Plan concludes: "Because the City
of Kalispell does not have a local government charter, it is restricted by state law as
to the procedures and limitations on selling or leasing public land. The City
Attorney should advise the Council on statutory limitations, suffice it to say,
flexibility and participation are not possible - unless the City adopts an urban
renewal plan and project for the area."
The City Council has the legislative authority to adopt Ordinance No. 4256, "A
RESOLUTION FINDING THAT AN AREA OF BLIGHT EXISTS WITHIN THE AREA OF
THE KALISPELL CITY AIRPORT/ATHLETIC COMPLEX REDEVELOPMENT PLAN
ANALYSIS AND THAT REHABILITATION, REDEVELOPMENT OR A COMBINATION
THEREOF, WITHIN SUCH AREA IS NECESSARY IN THE INTEREST OF THE PUBLIC
HEALTH, SAFETY, MORALS OR WELFARE OF THE RESIDENTS OF THE CITY OF
KALISPELL," without finalizing how it will dispose of or elect to lease land. What it
must do is find that the Airport Plan and Project is necessary and in the public
interest and that a sound financing plan exists. As presented, the Plan under
consideration offers ample evidence that a sound financing plan exists with
alternatives. The ultimate test of the Plan will be the City`s ability to generate the
capital required to implement the Plan.
lathead Regional Development Office
723 5th Avenue East - Room 414
Kalispell, Montana 59901
Phone: (406) 758-5980
Fax: (406) 758-5781
May 22, 1996
Al Thelen, Interim City Manager
City of Kalispell
P.O. Drawer 1997
Kalispell, MT 59903
Re: Planning Board Consideration of the Airport Urban Renewal Plan -
Tax Increment Finance District and Improvement Bonding
Dear Al:
The Kalispell City -County Planning Board and Zoning Commission held their regular meeting
of May 14, 1996 at 7:00 p.m. in Kalispell City Council Chambers to consider the Kalispell
` Airport Urban Renewal Plan in accordance with, Section 7-15- 1 (1) M.C.A. states that "Prior
"" --- to the approval of an urban renewal project, the local governing body shall submit the urban
renewal project to the planning commission of the municipality for review and recommendations
as to its conformity with the comprehensive plan or parts thereof for the development of the
municipality as a whole. "
A staff report was presented by Narda Wilson of the Flathead Regional Development Office
describing the Airport Plan boundaries, the Tax Increment Finance District boundaries and how
the financing mechanisms facilitate the anticipated improvements.
Larry Gallagher with the Department of Community Department elaborated on the goals of the
plan and the financing methods. Gib Bissell, chairman of the Airport Advisory Board, also
spoke in favor the Plan stating that the upgrades to the airport would serve many diverse
interests,
The Board discussed the Airport Urban Renewal and agreed that it is a valuable project for the
City as well as the community. They noted that the Airport Urban Renewal Plan will implement
the goals of the Kalispell Airport Neighborhood Plan, improve infrastructure and investment
opportunities in the area as well as increase the tax base.
The Planning Board recommends that the City Council move ahead with the creation of the tax
increment finance district and the implementation of the Airport Urban Renewal Plan. This
matter has been scheduled for public hearing at the regular meeting of the City Council on June
17, 1996.
Providing Community Planning Assistance To:
• Flathead County • City of Columbia Falls • City of Kalispell • City of Whitefish •
Al Thelen, Interim City Manager
Airport Urban Renewal Plan
Page 2
Please contact this Board or Narda Wilson at the Flathead Regional Development Office if you
have any questions.
Respectfully submitted,
Therese Fox Hash
President
TFH/NW/
Attachments: FRDO Report #KRD-96-01 and packet
Draft minutes from the 5/14/96 Planning Board meeting
H: \ ... \ 1996\KRD96- l . TRM
AIRPORT URBAN RENEWAL PLAN
FLATHEAD REGIONAL
STAFF REPORT s i' i
MAY 3, 1996
A report to the Kalispell City -County Planning Board and the Kalispell City Council regarding
the Kalispell Airport Urban Renewal Plan. A meeting on this matter has been scheduled before
the Kalispell City -County Planning Board for May 14, 1996 and a public hearing has been
scheduled before the City Council for June 17, 1996.
�
In 1994, the Kalispell City Council and the Flathead County Board of Commissioners adopted
the Kalispell City Airport Neighborhood Plan as an amendment to the Kalispell City County
Master Plan. This Plan outlines improvements for the Kalispell Airport and recommendations
for implementation. Elements of the Plan include relocating the existing ballfields and
redevelopment of the site for commercial / industrial uses; upgrading the airport to FAA
standards; improving the existing infrastructure; and creating opportunities for private
investment.
The City of Kalispell hopes to accomplish these goals, in part, by creating a tax increment
finance district so that bonds may be issued to finance the necessary improvements.
The City of Kalispell Department of Planning, Economic and Community Development has
prepared a document titled the "Kalispell City Airport / Athletic Complex Redevelopment PIan
Analysis." This document is approximately 40 pages in length and provides a detailed
documentation of the properties included within the neighborhood plan, identifying publicly
owned property, leasehold interests and privately owned properties. It also provides a detailed
analysis of relocation costs for the recreational facilities and associated costs and discusses the
financing alternatives for the redevelopment of the area and airport improvements.
The report concludes by stating that the goals of the Airport Urban Renewal Plan are to
eliminate blight in the area, upgrade the existing facilities and provide profitable, private
investment opportunities. This is recommended to be accomplished through the sale of surplus
land or through a tax increment financed urban renewal project; or through a combination of
both.
AREA BOUNDARIES
The Airport Neighborhood Plan boundaries are shown the map included with this staff report
as Attachment A which indicates that it is bordered on the north by 18th Street East, south along
Airport Road to the soccer fields and then turns east and jogs south for a quarter mile, jogs east
for a quarter mile, jogs south approximately a third of a mile to Cemetery Road, runs east for
a quarter mile and then jogs north for approximately one third of a mile to Highway 93 South.
The Plan's western boundary follows US Highway 93 South back to 18th Street East. The Plan
area contains approximately 122 acres of private property and approximately 135 acres of City -
owned property.
The Tax Increment Finance (T.I.F.) District boundarie vary from the Neighborhood Plan
boundaries in that they extend beyond the Plan boundaries to the west and follow Ashley Creek.
Additionally the T.I.F. District boundaries follow the city limits along the south and include the
Haven Ballfields along the east. The T.I.F. District boundaries follow the city limits because
of certain bond issuance limitations and restrictions for areas outside the city limits. The area
included within the Plan boundaries, but outside the T.I.F. District may be considered for
annexation into the future and subsequent inclusion into the T.I.F. District.
The area within the Tax Increment Finance District would be eligible for low interest loans for
urban renewal, rehabilitation and construction of new building, thereby increasing the City's tax
base. The increased revenue will be used to pay off the bonding obligations within a relatively
short period of time, and will ultimately generate more tax revenue for the City. A more
detailed explanation and analysis of the financing options, enabling state statues and long term
benefits can be found in the "Kalispell Airport / Athletic Complex Redevelopment Plan
Analysis."
KALISPELL CITY -COUNTY PLANNING BOARD REVIEW
Parts 42 and 43 of the Montana Code Annotated are cited as the "Urban Renewal Law." Part
42 provides a statement of policy in blighted areas, the need for redevelopment and rehabilitation
of blighted areas as well as the preparation of an urban renewal plan. Section 7-15-4213 through
Section 7-15-4215 outlines the responsibilities of the Planning Commission and hearing
requirements on the urban renewal plan. Part 43 provides for the authorization to issue urban
renewal bonds, infrastructure development bonds, obligations for the repayment of bonds and
other financing elements.
With regard the Planning Commission, Section 7-15-4213(1) states that "Prior to the approval
of an urban renewal project, the local governing body shall submit the urban renewal project to
the planning commission of the municipality for review and recommendations as to its
conformity with the comprehensive plan or parts thereof for the development of the municipality
as a whole."
Further, Section 7-15-4213(2) states, "The planning commission shall submit its written
recommendations with respect to the proposed urban renewal plan to the local governing body
within 60 after receipt of it."
Subsequent to the recommendation of the Planning Commission the City Council will hold a
public hearing. This public hearing has been scheduled for June 17, 1996. All of the property
owners within the proposed Tax Increment Finance District will be notified by mail. This notice
will include the date and time of hearing, area proposed for the urban renewal and a general
2
Staff would recommend the Planning Board provide the City Council with a recommendation
for approval of the proposed Kalispell Airport Urban Renewal Plan as presented for the
following reasons:
1. The Airport Urban Renewal Plan will implement the goals of the Kalispell Airport
Neighborhood Plan, an addendum the Kalispell City -County Master Plan.
2. The Airport Urban Renewal Plan will eliminate existing blight conditions; provide
rehabilitation, redevelopment and development opportunities.
3. The Airport Urban Renewal Plan will improve the existing infrastructure and airport
operations.
4. The Airport Urban Renewal Plan will provide for profitable, private investment
opportunities.
5. The Airport Urban Renewal Plan will provide the opportunity to improve the existing
recreational facilities which may be relocated to the State Lands property on Highway
93 North and Four Mile Drive.
6. The Airport Urban Renewal Plan will benefit the community and municipality by
increasing the tax base for the City of Kalispell.
Staff would further recommend that the Kalispell City -County Planning Board and Zoning
Commission formulate a recommendation to be presented to the City Council prior to the public
hearing scheduled for June 17, 1996.
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Flathead Reaional Development Office
723 5th Avenue East - Room 414
Kalispell, Montana 59901
May 2, 1996 Phone: (406) 758-5980
Contact Narda Wilson Fax: (406) 758-5781
758-5980
PUBLIC SERVICE ANNOUNCEMENT
KALISPELL CITY -COUNTY PLANNING BOARD AND ZONING COMMISSION TO CONSIDER
IMPLEMENTATION OF THE AIRPORT URBAN RENEWAL PLAN
The Kalispell City -County Planning Board and Zoning Commission will hold their regular meeting on
Tuesday, May 14, 1996, beginning at 7:00 p.m. in the Council Chambers, Kalispell City Hall, 213 First
Avenue East, Kalispell.
During this meeting, the Planning Board will consider the implementation of the Airport Urban Renewal
Plan and will formulate a recommendation to the Kalispell City Council as required by Montana Code,
Section 7-15-4215. The following is a brief description of the proposal:
The City of Kalispell wishes to implement the Kalispell City Airport Neighborhood Plan
which was adopted as an amendment to the Kalispell City -County Master Plan by the
Kalispell City Council and the Flathead County Board of Commissioners. This Plan
includes a strategy to improve the airport safety and operation as well as enhancing the
opportunities for private investment and economic development in the area.
Elements of the Plan include the relocation of the existing ballfields, upgrading the City
Airport to FAA standards and improving the existing infrastructure which will afford
opportunities for private investment in the area. These improvements will be
accomplished, in part, through the creation of a tax increment finance district.
The City of Kalispell Department of Planning, Economic and Community Development
has prepared a document known as the "Kalispell City Airport / Athletic Complex
Redevelopment Plan Analysis" which defines an area for redevelopment which contains
approximately 122 acres of private property and 135 acres of City property.
The Planning Board will forward a recommendation to the Kalispell City Council. The
City Council has scheduled a public hearing on this matter for June 17, 1996.
Documents pertaining to the proposed Airport Urban Renewal Plan are on file in the Department of
Planning, Economic and Community Development located at Third Avenue East and Third Street East
or at Flathead Regional Development Office, 723 Fifth Avenue East, Room 414, Kalispell, MT 59901,
and are available for public review during regular office hours.
Interested persons are encouraged to attend the meeting and make their views and concerns known to
the Board. Comments in writing may be submitted to the Planning, Economic and Community
Development Office or the Flathead Regional Development Office at the above addresses prior to the
date of the meeting.
h.VTdoVsaslkpb5-14.psa
Providing Community Planning Assistance To:
• Flathead County • City of Columbia Falls • City of Kalispell • City of Whitefish
RESOLUTION NO, 4256
WHEREAS, on the 19th day of September, 1994, the City Council of
the City of Kalispell adopted the Kalispell City Airport
Neighborhood Plan as an amendment to the Kalispell City
County Master Plan, and
WHEREAS, said Kalispell City Airport Neighborhood Plan
(hereinafter Plan) adopted a strategy to improve the
airport operation and safety while enhancing
opportunities for increased private investment in the
area, and
WHEREAS, the Plan
contained the following goals necessary for the
implementation of the strategy:
1)
to minimize hazards to navigation;
2)
to develop the airport in accordance to any
airport layout plan;
3)
to increase development opportunities on
nearby properties;
4)
to promote compatible land use in and around
the airport;
5)
to establish a funding mechanism for airport
operations; and
6)
to establish a priority schedule for plan
implementation.
WHEREAS, the Airport Advisory Board, established by Resolution No.
4210 , and the Planning, Economic and Community
Development Department of the City have evaluated the
social, fiscal and physical aspects of the area within
the Plan and adjacent areas, and
WHEREAS, the Planning, Economic and Community Development
Department authored a document known as the Kalispell
City Airport/Athletic Complex Redevelopment Plan Analysis
(hereinafter Analysis) which includes a study of land
uses, ownership, building conditions and demographics
within the area, and
WHEREAS, the Analysis identifies the following blighting
conditions within the area:
1) existence of abandoned City landfill 8.3 acres
within the area which has been encroached upon
by adjacent property owner and used for junk
vehicle storage;
2) under utilization of property within the area
with uses ranging from light industrial,
residential, vacant, and commercial;
3) lack of dedicated public right-of-way in
appropriate places and the existence of
unimproved private access at inappropriate
locations, especially in area of Waste Water
Treatment Plant and South end of Airport
runway;
4) uncontrolled access points at Daley Ballfields
at U.S. #93 and Third Avenue at U.S. #93 and
Lion Park at U.S. #93;
5) lot lay -out on West side of Airport runway
does not promote utility or accessibility
either to Airport or existing lots;
6) although some of the area has adequate public
sewer and water services, a significant
portion of area does not have access to sewer
and water facilities;
7) existence of 44 private in -holdings totaling
122 acres as well as City ownership of
approximately 135 acres within area;
8) location of Daley Ballfields and Soccer Fields
adjacent to Airport runway creates a potential
for an accident occurring on the Airport to
affect children and adults occupying Fields;
9) virtually unlimited and uncontrolled access to
Airport runway by automobile or pedestrian
traffic creates situation which is dangerous
to aircraft and encroaching traffic;
10) location of threshold at North end of Airport
runway causes aircraft approaching on runway
13 to fly at a low elevation over Flathead
High School and the Football Field;
11) location of privately owned property within
Airport Protection Zone both to North and
South of Airport runway causes the Airport not
to meet Federal Aviation Administration
standards and creates significant potential
aircraft obstacles;
12) lighting system on airport runway does not
consistently work and is subject to repeated
outages.
WHEREAS, the above factors involving land use, ownership,
transportation and safety indicate a relationship of
factors contributing to the blighting conditions which
exist in the area under S 7-15-4206, MCA, and
�� 2
WHEREAS, both the Plan and Analysis, together with related
documents, are available for public review at the of faces
of the City of Kalispell; and
WHEREAS, it is the desire of the City of Kalispell to exercise the
powers conferred by the Montana Urban Renewal Law; and
WHEREAS, the Montana Urban Renewal Law states that no municipality
may exercise any of the powers conferred therein until
after its local governing body shall have adopted a
Resolution of Necessity.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
KALISPELL, MONTANA:
SECTION I. That one or more blighted areas exist in the
City of Kalispell, specifically the area
encompassing Kalispell City Airport/Athletic
Complex Redevelopment Plan Analysis.
SECTION II. That the rehabilitation, redevelopment, or
combination thereof, of such area or areas is
necessary in the interest of the public
health, safety, morals, and welfare of the
residents of the City of Kalispell.
SECTION III. That a public hearing be scheduled to be held
on the 17th day of June, 1996 at 7:00 P.M. on
a Redevelopment Plan for the City
Airport/Athletic Complex.
SECTION IV. That this resolution shall take effect
immediately upon passage by the City Council.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF KALISPELL
THIS 1st DAY OF APRIL, 1996.
Attest:
Debbie Gifford, CMC
Clerk of Council
3
Douglas D. Rauthe-Mayor
EXHIBIT "A"
The project area is bounded generally by starting at the
intersection of Twelfth Street West and U. S. Highway 93
South, then south along U. S. Highway 93 South to 18th Street
West, then east to Third Avenue East, then south to the City
limits boundary, then west following the southern city limits
boundary to Ashley Creek, then north following Ashley Creek to
the west edge of the city shop property and Rawson Field, then
north to Twelfth Street West, then east to the point of
beginning. For purposes of this Redevelopment Plan, City
owned land lying adjacent to U. S. Highway 93 and occupied by
the Haven Sallfields and Lion°s Park is considered to be a
part of the Airport property.
4