17. Evergreen Annexationt
It 0i @11
Incorporated 1892
Telephone (406) 758-7700
FAX (406) 758-7758
Post Office Box 1997
Kalispell, Montana
Zip 59903-1997
MEMO
To: Mayor & City Council
From: Al Thelen, Interim City Manager '
Date: July 24, 1996
Re.: Evergreen Annexation
The Evergreen Annexation that we are proposing as an
initial step includes the commercial strip between the current
City boundary and West Cottonwood Drive, which includes
approximately thirty-five (35) properties. The specific numbers
will be presented on Monday. The proposed boundary is designed
so that we will have waiver's of the right to protest/request to
withdraw from the fire district from more than fifty (50)
percent of the property owners. Our current numbers set the
property taxable values at about $400,000, and the potential
increase in property taxes to the City is at $200,000, street
assessments at $15,000, storm sewer assessments at $12,000, and
gambling revenues at $75,000, for an estimated total of
$302,000. Personal property taxes will be added to this total,
but will not increase it significantly. The properties to be
annexed will not be required to pay the current Road Levy, which
is currently 15 mills; therefore, their county taxes will be
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
Mayor and City Council
Page 2
July 25, 1996
reduced by $6,000. Our preliminary service study reflects that we
can serve this area with our existing manpower and equipment so the
major advantage to the City will be the increased tax base.
Attached is a memo from City Attorney Glen Neier that
indicates two legal approaches to annexation. We will be using
section 7-2-4314, which allows for 50% + 1 of the owners to protest
out the annexation. As Glen's opinion indicates if boundaries are
designed so that 50% + 1 of the owners have consented to the
annexation, no legal protest could be filed.
The time table for their proposal includes:
July 29 Council Workshop
-Define Boundaries
-Identify All Affected Tracts
-Discuss Revenues/Costs
-Draft Extension of Services Plan
August 12 Council Workshop
-Discussion of Resolution of Intent
August 19 Vote on Resolution of Intent
August 20 Send Notice to Property Owners & Purchasers
Under Contract for Deed
August 20 Submit Notice to Daily Inter Lake for Publication
August 25 Notice Published
September 1 Notice Published 2nd Time
September 14 End of 20-Day Protest Period
September 16 Council Hearing on Question of Annexation
Mayor and City Council
Page 3
July 25, 1996
It is anticipated that the second phase of the annexation will
proceed after October 1, 1996 and will include the balance of the
so called "commercial strip" and the Attorney General's opinion
referred to in Glen's memo will be the legal basis for Phase II.
It can be implemented prior to the end of the calendar year.
Incorporated 1892
Telephone (406) 758-7700
Douglas Rauthe
FAX (406) 758-7758
Mayor
post Office Box 1997
Kalispell, Montana
Bruce Williams
Zip 59903-1997
City Manager
DATE: July 22, 1996 City Council
Members:
TO: Al Thelen Gary W. Nystut
Ward I
FROM: Glen Neier0+
Cliff Collins
Ward I
RE: Protest Scenarios Greenacres/Evergreen
Annexations Norbert F. Donahue
Ward it
Over the past several weeks the City staff has been working Dale Haarr
on two proposals to annex a portion of the Greenacres area Wardll
South of Kalispell and a portion of the Evergreen Strip.
You have requested an analysis of the number of properties Atkinson
W
subject to annexation within each area based upon the Ward III
number of consents or waivers possessed by the City. Lauren Granmo
Ward III
The City would probably attempt to annex both areas under
Title 7 Chapter 2 Part 43 Annexation of Contiguous Land Pamela B. Kennedy
� P � g Ward IV
Montana Code Annotated. Assuming that preliminary matters
are in order and the Council passes a Resolution of M. Duane Larson
Intention in either annexation, protests to the annexation Ward IV
are dealt with as follows:
S 7-2-4314
2) The resolution (finally annexing the
property) may not be adopted by the city
council if disapproved in writing by a
majority of the real property owners of the
area proposed to be annexed, and further
resolutions relating to the annexation of
the area or any portion of the area may not
be considered or acted upon by the council
on its own initiative without petition, for
a period of 1 year from the date of
disapproval.
The City has in its possession Consent to Annex forms
signed by many "property owners" within both the Evergreen
and Greenacres area. If boundaries are established for an
area in which over 50% of the "property owners" have
consented to annexation, the City should be able to resist
any challenge to the annexation based upon protest from the
Al Thelen
July 22, 1996
Page 2
area. "Property owners" for purpose of protest would be
the owners of platted tracts or the owners of unplatted
tracts for which there is a survey. (§ 7-2-4311, MCA) Each
tract, platted or unplatted, would have one vote in
protest. If certain properties protested, having
previously consented, the City could use the consents to
defeat the protest.
Under a previous memo, I discussed the effect of a certain
A.G. opinion which held a municipality may adopt a rule
conditioning receipt or continuation of water and sewer
service on annexation. If such a rule was in effect, the
City, according to the opinion, could decline to recognize
protests because of the election to receive or continue
service. As that opinion applies to Greenacres, it would
appear to me that the City could argue that individuals
within the area to be annexed are served by the sewer
and/or water and, therefore subject to annexation under the
A.G. opinion. The interpretation would generally increase
the number of tracts subject to annexation because there
are more lots receiving service than have consented to the
annexation. It should be pointed out that the A.G. opinion
has not been litigated so there would conceivably be a
challenge to an attempt by the City using the opinion as a
basis to reject protests. However, if the opinion holds up,
the City would be able to annex twice the number of
properties that it actually serves.
The A.G. opinion has less applicability to Evergreen than
Greenacres. In Evergreen, the City is not providing
service directly to those individuals served by Flathead
Water and Sewer District. I don't believe the City could
successfully bootstrap service to a District into consent
of individual property owners in order to annex. However,
in the Evergreen strip area we have quite a number of
recorded consents, which may be used to counter protest
received from real property owners within the strip area.
GN/sh
PC: City Council
Pursuant to Sections 7-2-4305 and 7-2-4732 Montana Code Anotated,
this document will present a plan for the extension of municipal services
to the area identified for annexation in Resolution of Intent # . The
area under consideration encompasses approximately 54 acres of public
and private land in addition to approximately one (1) mile of U.S.
Highway #2 right -or -way. The area is dominated by highway -oriented
commercial land uses.There are six single-family dwellings in the
affected area and two multiple -dwelling properties. The residential
population of the area under consideration is estimated to be no greater
than sixty.
This report is designed to analyze the demands upon City of Kalispell
services that would be realized upon annexation of the area. A service
plan is a requirement for all methods of annexation under Section 7-2-
4305, MCA, and must address how a municipality will meet the costs
incurred by extending services into the annexed area. This report will
demonstrate how municipal law enforcement, fire protection and
infrastructure maintenance will be provided to the newly annexed area
in a manner and at a level commensurate. with the services being
provided to the current City of Kalispell residents. A strategy to finance
the services is included as well.
In addition to the City of .Kalispell Extension of Services Plan, adopted
by the city council in November of 1995, the city's Fire, Police, Parks
and Public Works Departments have independently conducted analyses
of their respective service needs and costs associated with the proposed
annexation.
A. LAND
-35 Properties Totalling 2,342,918 sq. Ft. (+/- 54 acres) Plus Approximately One
Mile of U. S. Highway #2 Right -of -Way
-28 Separate Businesses
-6 Single -Family Residences
-2 Multiple Dwelling Properties
B. CURRENT TAXATION
1. Real Property
Market Value $10,489,205.00
Taxable Value 404,882.43
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1995 Tax $ 164,989.83
2. Personal Property
1995 Tax (estimated)
TOTAL
C. ANTICIPATED CITY TAX & ASSESSMENTS
1. Real Property
2. Personal Property (estimated)
3. Street Assessments
4. Storm Sewer Assessments
$ 40,000.00
------------------
$ 204,989.83
$ 200,927.93
50,000.00
10,493.20
10, 844.73
$ 272,265.86
Net Increase : $67,276.03 or $0.028 per square foot
The Evergreen Water and Sewer District currently provides water service to the area. All or a
portion of each property being considered for annexation lies within the boundary of the
Evergreen Sewer and Water District.
SEWER:
The area is served by the Kalispell wastewater treatment plant via the Evergreen sewage
collection system. This collection system was constructed in 1993-94 and is owned and operated
by the independent Evergreen Water and Sewer District. The District, by contract, has been
allotted a 22% share of the City of Kalispell's wastewater treatment plant's current capacity.
There are no public storm water drainage facilities within the territory to be annexed.
STREETS:
The public street system within the area to be annexed includes portions of Woodland Park Drive,
Flathead Drive, West Cottonwood Drive and River Road, Montclair Drive in its entirety, and, as
is mentioned above, approximately one (1) mile of U. S. Highway #2 right-of-way.
Contract haulers currently provide refuse collection and disposal services to the area.
The area to be annexed is within the jurisdiction of the Flathead County Sheriffs Department.
The Evergreen Rural Fire District provides fire protection service to the area. In terms of land
area, the proposed annexation represents less than one-half of one percent (05%) of the rural fire
district's jurisdiction. The tax loss to the district will amount to an estimated 2- to 3-percent of
their total levy.
M ItQt7:y9DIfti D D 1 'l
The existing public water supply services of the Evergreen Water and Sewer District will continue
to serve the needs of those properties to be annexed. Ownership and operation of the water
system will remain with the Evergreen District upon annexation.
SEWER:
The Evergreen Water and Sewer District will continue to own, operate and maintain the sewage
collection system which serves the area to be annexed. And, per the Interlocal Agreement
between the City of Kalispell and the Water and Sewer District dated July 25, 1990, effluent from
the area will be treated at the city's wastewater treatment plant.
No storm drainage infrastructure exists at this time in the area to be annexed. Upon annexation,
the area will be incorporated into the city's master storm drainage plan, with improvements
designed and installed as financing allows. Following annexation, property owners in the affected
area will pay, as do all property owners in the city, an annual Storm Water Maintenance
Assessment. Assessments are based on the use and square -footage of the property and range from
$.0013735 to .005494 per square -foot. As vacant land in the area to be annexed is developed, and
as improved sites are redeveloped, the city will have the opportunity, through the building permit
and site review processes, to require proper storm water management.
STREETS:
It is expected that upon annexation that the City of Kalispell will accept dedication from Flathead
County of Montclair Drive and those portions of Flathead Drive, West Cottonwood Drive,
Woodland Park Drive and River Road that lie within the area of annexation. The annexation
would in no way affect the status of U. S. Highway #2.
CpjLn& Rights -of -Way presumed to be dedicated:
Woodland Park Dr.- Hwy. 2 to Shady Glen Dr. 0.17 mi.
Flathead Drive - Hwy. 2 to Montclair Drive 0.31 mi.
Montclair Drive - Flathead Drive to NWNW 9-28-21 0.40 mi.
River Road- Hwy. 2 to N. Boundary of W. Cottonwood Dr. 0.07 mi.
W. Cottonwood Dr.- River Road to SWSW 4-28-21 0.13 mi.
Maintenance costs, including snow plowing, sanding, de-icing, sweeping, patching, and all
associated materials, are estimated to be $10,000.00 annually. No new equipment purchases are
needed to serve the area, and no additional personnel are required.
Asphalt overlays on the streets to be acquired will be needed in the next two to three years. Total
estimated cost of overlaying the +/- one mile of roads is $90,000.00.
REFUSE SERVICE:
The City of Kalispell, in accord with the provisions of 7-2-4736, M.C.A., will not provide solid
waste disposal service to the area to be annexed for a period of at least five (5) years from the
effective date of the annexation, unless otherwise allowed by the same statute.
POLICE PROTECTION:
The Kalispell Police Department (KPD), at its current staffing level, will provide police services to
the area to be annexed at a level commensurate with that afforded all other city residents and
properties. The area under consideration is in closer proximity to City Hall and the Police
Department's headquarters than the northerly reaches of the city limits, and because of the
presence of Highway #2, much more accessible. The KPD's highly -visible patrol pattern can
easily be extended to include the subject property without jeopardizing its efficiency or
effectiveness. Furthermore the KPD can generally provide quicker response times than the
Flathead County Sheriff's Department for service calls in this area. The sheriff's department, with
a documented shortage of manpower, is charged with law enforcement duties county -wide;
placing this commercial area in the jurisdiction of the KPD will allow the sheriff to devote more
attention to other areas of the county.
1. 4 1t,f
The City of Kalispell Fire Department will provide fire protection services to the area upon
annexation. The Department has 18 full-time firefighters and three officers. All areas of the city
are served by hydrants, the Department is equipped with adequate and up-to-date fire -fighting
apparatus, and enjoys an insurance rating of "5".
Fire protection is currently provided to residents of the city as far as 2.9 miles from City Hall,
with response times to those areas in the 6- to 8-minute range. The easternmost boundary of the
annexation is 2.5 miles from City Hall and can be reached in 4 to 5 minutes.. Response times for
firefighters and equipment to this area, though equidistant from the fire station, are better than
those to the Gateway West Mall on Kalispell's west side. The direct route from the fire station to
Highway 2 (East Idaho Street) and then east to the Evergreen area account for the difference in
response times.
In addition to providing fire fighting services, the city will also be providing fire inspection
services to the area to be annexed. Including this area in the city's jurisdiction will also facilitate
coordinated building permit plan review between the city's building and fire departments. This
coordination will insure that new construction in the area meets all applicable fire codes.
One service which is already provided to the subject area, at no cost to the individual taxpayers
receiving the benefit, is the Kalispell Fire Department ambulance service. This is a service which
will continue to be provided to areas outside the city limits whether this annexation occurs or not.
Current fire personnel, equipment and facilities can adequately serve the area. The lone expense
associated with the annexation would be that of incorporating the traffic signal at Highway 2 and
Wal-Mart into the city's Opticom system. Estimated cost: $3,000.00.
Located in the area under consideration is the Conrad Complex - a multiple -use sports complex
which represents more than 40,000 visitor use hours per year. Currently, the facility is managed
and maintained by the Flathead County Parks Department. Discussions between the city and
county regarding the possible transfer of these responsibilities to the city's Parks Department have
been initiated. The Conrad Complex land is owned by the Conrad Memorial Cemetery and leased
to Flathead County through the year 2006. Renewal of the lease is not expected to be a problem.
The county also maintains the landscaped medians in U.S. Highway #2 through an agreement with
the Montana Department of Transportation. MDOT has paid to the county $100,000 in trust to
maintain these areas through the year 2006. Upon annexation, and with the cooperation of the
county, these responsibilities would be'assumed by the city's parks and Recreation Department.
As funding is in place, there would be no expense to the city.
NET BIPACT AND CONCLUSIONS:
As there is expected to be some $375,000.00 ($75,000.00 of which is estimated gaming revenue)
of annual revenue realized, to pay annual costs estimated at far less than $100,000.00, the City of
Kalispell can effectively and efficiently serve the area being considered for annexation. The
owners of property in the affected area will receive municipal services on the same basis and in the
same manner as such services are provided throughout the municipality.