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Administrative Section1 1 1 1 i 1 1 1 1 1 1 i 1 Administrative Section Memo to Charles Folch dated November 20, 1995. City of Chanhassen, Schedule of Investments, Sensitivity Analysis Eastern Carver County Property Tax Projection, 1995 -2001 Letter to John Dobbs, Heritage Development of MN., dated November 17, 1995 Memo to Mark Littfm dated November 13, 1995. Letter to Don Chmiel dated October 31, 1995. Letter to Mark Lundgren, County Auditor, dated November 16, 1995. Letter to Janet Lash dated November 16, 1995. Letter to Ed Battani November 14, 1995. CITY OF CHANHASSEN MEMORANDUM 690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317 (612) 937 -1900 • FAX (612) 937 -5739 TO: Charles Folch, Public Works Director FROM: Diane Desotelle, Water Resources Coordinator DATE: November 20, 1995 SUBJ: Curry Farms Pond and Christmas Creek Surface Water Management Project -. Montgomery Watson References and Qualifications File No. SWMP -12J h BACKGROUND At the last council meeting, the City Council approved the contract for Montgomery Watson to provide consulting services on the Curry Farms stormwater quality project. As part of the conditions of approval, the City Council requested a list of references qualifications from the consultant in the next administrative packet. w ANALYSIS Attached is Montgomery Watson's project experience and RECOMMENDATION Staff mill proceed with this project as soon as possible. DD:ktm Attachment: g:�eng\diane \m%mp curry&ns`anntMi.ce is qualifications and references. for your review. OF ;C!AL ENGIt EERING COPY RPC, Appro- !�y Ci;y Council Dato i 1 1 1 1 E 1 1 1 e 1 1 NOV 20 '95 03 :33PM MONTGOMERY WATSON 612 593 9975 Section 3 Project Experience Montgomery Watson has a wide variety of project experience P. 2/12 INTRODUCTION Water resources engineering has been the forth of Montgomery Watson's Minnesota office for over 25 years. In this time, hundreds of projects have been successfully completed. Through this experience, the firm has repeatedly demonstrated its ability to undertake highly complex projects and bring them to a timely and cost - effective conclusion. RELATED EXPERIENCE This section of our qualifications presents selected experience of Montgomery Watson's Minnesota office directly related to providing engineering services to the Cityof Burnsville. The referenced projects have been completed for municipalities, watershed districts, governmental agencies, and private Industry. These selected projects include: • City of Eagan • Cities of Burnsville and Apple Valley • City of St. Paul - • City of Bloomington • City of Eau Claire • City of Davenport • City of White Bear Lake • U.S. Environmental Protection Agency • Mall of America • Madison Metropolitan Sewerage District • Minnehaha Creek Watershed District • Rice Creek Watershed District • Prior Lake - Spring Lake Watershed District Metropolitan Watershed Districts • Clean Water Partnership Projects • Clean Lakes Projects 1 3-1 NOV 20 '95 03 :34PM MONTGOMERY WATSON 612 593 9975 Project Experience The Pagan Water Quality Improvement Program was awarded the Metropolitan Council's 1991 Regional Policy Implementation Award Eagan lake studies and implementation CITY OF EAGAN Eagan Water Quality Management P. 3/12 This project involved preparation of a Water Quality Management Plan for the Cityof Eagan. The plan incorporated current land use conditions, future land use based on he City zoning ordinance, and water quality monitoring data Into a comprehensive management strategy. Numerical water quality goals based on phosphorus loadings were established for each of 350 basins in the City. A combination of Best Management Practices and structural improvements were required to assure all basins met their respective water quality goals now and under future conditions. To accomplish the scope of the project, Montgomery Watson conducted comprehensive monitoring of runoff from numerous sites City-wide, each corresponding to specific land uses. The computer model developed by Montgomery Watson was used to combine land use data from each of 350 subwatersheds using the monitored data to estimate runoff coefficients and quality. Basins that were predicted to exceed phosphorus loading limits were identified and a management plan was developed to reduce loadings to acceptable levels. Data resulting from this project were successfully used by the City of Eagan to attract funding for further monitoring and study. Schwanz Lake Clean Water Partnership The Schwanz Lake Project was developed as a direct result of implementation of the Eagan Water Quality Management Plan. Schwanz Lake, in the City of Eagan, is fed by six storm sewer subdrainages. Each system typically contains several upstream detentlon basins. Along with their routine sampling of the lake, Montgomery Watson conducted stormwater runoff collections while simultaneously monitoring storage of water upstream to develop a nutrient and pollutant loading estimate for the subwatersheds. Both 'first- flush' and flow - weighted mean sample collections were included. Results of the modeling and monitoring were utilized to develop a watershed - specific water quality management plan. Plan elements Included a public education program, improvements to existing stormwater basin, and the construction of newbasins. Fish Lake Fish Lake is a 30 -acre lake with a maximum depth of 33 feet and a mean depth of 11 feet The lake is located in the City of Eagan which has experienced explosive population growth since the mid- 1980s, more than doubling between 1980 and 1990. As urbanization has occurred, the storm sewer discharging to Fish Lake has expanded to serve the drainage needs of the City. Since the mid- 1980s, the City has pursued an aggressive stormwater management strategy that has involved incorporation of over 110 natural and created wet ponded areas, totaling 185 acres and over 520 acre -feet, to manage peak flows and water quality for the 3,000 -acre Fish Lake watershed. in spite of these practices, hypereutrophic conditions have developed in Fish Lake and nuisanoe -level Cyanobacteria blooms occur for over 70% of the recreational season. 1 1, u 1 L J I t 1 r 3-2 1 NOV 20 '95 03 :34PM MONTGOMERY WATSON 612 593 9975 l 1 r I 1� 1 1 s 1 11 P. 4/12 Project Experi Montgomery Watson provided analytical laboratory services and data analysis support that showed about 55% of the total phosphorus toad to the lake enters from the trunk storm sewer at a relatively low concentration of 142 micrograms per liter. This finding has important implications on the effectiveness of conventional urban Best Management Practices (BMPs) in achieving the desired water quality goals for the lake. Montgomery Watson also provided assistance for determining the feasibility of numerous management alternatives to potentially be included in the overall water quality management plan for the lake. CITIES OF BURNSVILLE AND APPLE VALLEY Alimagnet Lake Clean Lakes Project Urban Clean Lakes Montgomery Watson was retained by the Cities of Apple Valley and project Burnsville, Minnesota, to develop the grant application and project work plan for the Alimagnet Lake Project. Montgomery Watson beganmonitoring the lake and Inflows In 1989. Utilizing automatic flow and sampling equipment, both 'first-flush" and mean discharge quality was evaluated. A comprehensive land use and stormwater management assessment was made. Based on this information, Montgomery Watson formulated a watershedwide water quality management plan which incorporates administrative, nonstructural, and structural controls. A formal public meeting and public information program was developed. The project diagnostic/feasibility study has been approved by the Minnesota Pollution Control Agency and will be implemented by the communities in the near future. CITY OF BURNSVILLE Burnsville Amphitheater !; loodplain Analysis The City of Burnsville retained Montgomery Watson to conduct hydraulic calculations Identifying the amphitheater's effect on floodway encroachments of the Minnesota River. The analysis utilized the U.S. Corps of Engineers' HEC -2 computer model and field data. The model showed that the existing levee system was sufficiently overtopped by the 1 Myear flood stage and that no additional rise in flood elevation was attributed to the amphitheater construction. CITY OF ST. PAUL NPDSS Stormwater Monitoring Automatic sampling Montgomery Watson has recently been retained by the City of St. Paul to equipment and complete their Part II stormwater monitoring as part of the City's NPDSS laboratory analysis Municipal Stormwater Permit. Automatic sampling equipment is being for St. Paul used by Montgomery Watson to collect storm sewer runoff at five locations in the city. Composite samples are being developed and analyzed for common urban pollutants at Montgomery Watson's Water Quality Laboratory located in Plymouth, Minnesota. 3-3 NOV 20 '95 03:35PM MONTGOMERY WATSON 612 593 9975 Project Experience Analysis and improvements after superstorm Analysis for future development and rehabilitation Montgomery Watson prepared stormwater plan, developed runoff strategies, and capital improvement program CITY O F BLOOMINGTON Bloomington York-Nine Ponds Hydrologic Analysis The City of Bloomington experienced significant flooding as a result of the 1987 'superstorm.' Montgomery Watson assisted the City in identifying needs and determining costs to modify their existing stormwater management facilities. Montgomery Watson evaluated the hydrologic and hydraulic aspects of the existing and modified drainage system for a simulated 100 -year storm event and the 'superstorm' event. The U.S. Environmental Protection Agency's Stormwater Management Model (SWMM) was utilized in the computer modeling analysis because it is uniquely tailored for the analysis of an urbanized watershed. Runoff characteristics were simulated and the effects on the storm sewer network and ponding systems were determined. Recommendations for capital improvements and management strategies were made to the City of Bloomington following completion of the hydrologic analysis CITY OF EAU CLAIRE, WISCONSIN Comprehensive Stormwater Management plan The City of Eau Claire selected Montgomery Watson to develop a comprehensive stormwater management plan that will accommodate current and future surface water runoff within the 45 square mile study area. This plan provides guidance to maintain, improve, and plan for future needs for water quality and control of the projected surface water quantities. The scope of services provided included identification of design standards, capital Improvement projects, and investigation of alternative methods of financing, surface water facility management, ,and capital improvement projects. The SCS TR -20 (HydroCAD) model was used to estimate existing and projected peak runoff rates. A key element in this project was the development of design standards for future development and rehabilitations. Some of these standards were incorporated into a drainage system used to control the rate, water quality nutrients, and temperature of water entering a trout streatn. CITY OF DAVENPORT, IOWA Stormwater Management Plan The City of Davenport, Iowa, selected Montgomery Watson to prepare a stormwater management plan and refine the City's existing flood insurance studies in the Silver, Goose, and Pheasant Creek watersheds of northern (davenport. Conversion of rural land to intense urban land uses are expected in the upper reaches of each watershed. Montgomery Watson analyzed the effects of this development and redetermined flood profiles to supersede the original efforts which had been based upon basin transfer formulas and were thought to overestimate base flood flows. Runoff management strategies were provided to the City with a detailed capital improvements program to implement the study findings. Montgomery Watson assisted the City in developing and implementing a P. 5/12 '1 r 1 1 1, �J a 1 1 3-4 ,1 NOV 20 '95 03 :42PM MONTGOMERY WATSON 612 593 9975 P.6i12 A t Project Experience Montgomery Watson mapped plant communities and developed a control implementation program I Hvaluation of administrative and nonstructural BMP9 1 1 t stormwater utility and training City staff to operate the modeling system so that minor plan amendments may be conducted by staff engineers. CITY OF WHITE BEAR LAKE Macrophyte Control Project White Bear Lake was being colonized by exotic aquatic plant species which were growing to nuisance levels. The White Bear Lake Conservation District retained Montgomery Watson to conduct a macrophyte (weed) survey which characterized and mapped the plant communities. The macrophyte survey defined the extent and characteristics of the weed problem. A number of alternatives were then assessed Including various forms of nutrient, biological, chemical, and mechanical control. An associated project was implemented to assess the nutrient Input levels utilizing automatic monitoring equipment and an implementation plan was developed to control the exotic plant species. U.S. ENVIRONMENTAL PROTECTION AGENCY Nationwide Evaluation of Best Management Practices Montgomery Watson was retained by the U.S. Environmental Protection Agency to conduct an evaluation of administrative (e.g_, education programs, reporting, etc.) and nonstructural (e.g., street cleaning, spill cleanup, etc.) Best Management Practices (BMPs). Montgomery Watson staff evaluated municipal industrial -type and industrial facilities nationwide as part of this project. Pact sheets were prepared for the various BMPs which describe estimated costs, benefits in reducing stormwater pollution, operational and maintenance requirements, and a description of problems in implementation. This fact sheet will be provided to municipalities and industries nationwide as technical assistance in complying with NPDES stormwater discharge permits. MALL OF AMERICA Hydrologic Analysis Montgomery Watson was retained during the design of the Mall of America to review hydraulic conditions of the storm sewer system. The Mall is the largest shopping area under one roof in the United States and generates high runoff rates and pressured flow In the internal and external stormwater conveyance systems. The hydraulic review utilized the SCS TR -20 computer model to simulate runoff flow rates and the SCS SWAMP model to determine the computer effects of various storm events. The analysis showed the system being largely influenced by the hydraulic interaction of structures and the high pressures generated within the system. Subsequent to the analysis, modifications to the storm sewer system were recommended and constructed. 3-5 NOV 20 '95 03 :42PM MONTGOMERY WATSON 612 593 9975 Project Experience Wetland restoration included technical analysis and community consensus building Planned, designed, and constructed lake outlet MADISON METROPOLITAN SEWERAGE DISTRACT Sludge Lagoon Wetland Restoration P.7/12 1 Montgomery Watson was retained by the Madison Metropolitan Sewerage District to develop a Conceptual Plan for restoring their sludge lagoons as a wetland/shorebird sanctuary and environmental resource for the community. The lagoons are located in an area containing a number of recreational resources, and the lagoons themselves are recognized by environmental groups in the area as providing valuable shorebird habitat. However. the sludge in the lagoons contains PCBs and is under remediation. Montgomery Watson's task was to develop Conceptual Plans for restoring the sludge lagoons as a wetland after remedlation and to integrate the lagoon property with other recreational resources In the area. Montgomery used a public involvement process to first identify the range of restoration functions that interested individuals and groups wanted incorporated In the restoration plan. Montgomery then held consensus building workshops to develop a draft mission statement for the restoration, and to discuss how other recreational facilities might connect with the lagoon property. The workshops were followed by a technical evaluation to determine the feasibility of alternative development functions. The analysis found that a number of development functions were not feasible, and the a numberof the functions were not compatible with the draftmission statement. However, a number of functions were compatible with the draft mission statement and were not mutually exclusive. These included: 1) Restoration and preservation as a wetland, 2)-Include Managed Mudflats specifically for shorebirds, 3) Use for additional effluent treatment and discharge into the watershed, 4) Use for treating stormwater, 6) using portions to encourage all types of wildlife, 6) Natural area open to the public, 7) Incorporate environmental education, 8) Protect groundwater and hydrology of the area, and 9) Encourage research. These functions provided the basis for the development of four alternative concept plans for restoration. Further development of restoration concepts is waiting for resolution of the PCB remediation. MINNEHAHA CREEK WATERSHED DISTRICT Gleason Lake Outlet and Improvernent Project The Minnehaha Creek Watershed District and City of Wayzata Jointly ventured on the Gleason Creek Improvement Project to reduce flooding In Wayzata and Improve water quality discharging into Lake Minnetonka. The $2.4 million improvements consisted of a new outlet structure for the 475- acre Gleason Lake, two water quality treatment ponds, ponding excavation for stormwater storage, large diameter storm sewer piping, and bank stabilization. The project was petitioned, constructed, and financed In accordance with Minnesota Statutes 1030. Acting as the District's engineer, Montgomery Watson prepared several engineering reports identifying problem areas and remedial alternatives for the 3,200 -acre watershed. The studies consisted of hydrologic and hydraulic analysis of the existing and proposed Gleason Lake outlet and downstream drainage facilities. Analytical methods were utilized to determine flow rates, hydraulic profiles, and water levels. Critical to the 1 1 1 1 1 1 11 t Ll 3-6 ,1 1 t u 1 1 1 NOV 20 '95 03 :43PM MONTGOMERY WATSON 612 593 9975 Project Experience Extensive experience with rnetropolitan watersheds WATERSHED CLIENTS AND PROJECTS P. 8/12 Much of Montgomery Watson's water resources experience has been gained by serving as engineer for metropolitan area watershed management organizations. The following table identities the watersheds served by the Minnesota office and a selected listing of services.performed. I M NOV 20 '95 03 :44PM MONTGOMERY WATSON 612 593 9975 P.9/12 1 Project Experience success of the projectwas the effective project representation at numerous public meetings and public hearings conducted with the project. Montgomery Watson served the District through the development of a watershed /municipal Joint Powers Agreement, easement acquisition, and construction administration phases of the project. RICE CREEK WATERSHED DISTRICT Restorable Wetland Inventory Montgomery Watson As part of the Upper Rice Creek Watershed Improvement Project inventoried watershed Montgomery Watson completed an assessment of restorable wetlands. wetlands The assessment included the identification, evaluation and field verification ofapproximately20sitesintheupperwatershed .Informationwascollected on the size and type of wetland both before and after restoration, drainage patterns, number of property owners, necessary actions for- restoration, dominant vegetation types, and the presence of public and private drainage ditches. This information was used to determine the feasibility, and the water quality and ecological benefits of restoring each site. Based on the feasibility and water quality assessment sites were prioritized for restoration. The prioritization list is being used as part of a water quality improvement project as well as a means of steering mitigation efforts in the District toward wetland restoration efforts that the District feels are priority. E -2 Constructed Wetland Montgomery Watson constructed the 96 -acre County Road E -2 Wetland to improve the quality of storm water prior to discharge into Long take. Construction consisted of placing a berm across a natural basin and raising the operational water level. Post - construction monitoring Indicated that approximately 22,000 pounds of suspended solids are retained In the wetiand annually. The E -2 constructed wetland was one of 27 project elements comprising the award winning Long Lake Chain of Lakes Clean Lakes Project. PF110R LAKE - SPRING LAKE WATERSHED DISTRICT Wetland Demonstration Project Wetlands in watershed Montgomery Watson was retained by the Prior Lake - Spring Lake being restored Watershed District to manage and complete a wetland restoration demonstration project. The project is a 2.5 -year effort to document and demonstrate the process and feasibility of subwatershedwide wetland restoration with private landowners and its effect on reducing nonpoint source pollution. A preliminary inventory has identified 1,000 acres of potentially restorable wetlands. Montgomery Watson is assisting the District with all phases of the project including program management, restorable wetlands inventory, prioritization, easement acquisition, engineering, permitting, agency coordination, subcontracting and construction, monitoring, documentation, and public information/ education. The project has received local attention as well as local and federal grants. 3-7 NOV 20 '95 03 :44PM MONTGOMERY WATSON 612 593 9975 P.10i12 MONTGOMERY WATSON WATERSHED CLIENTS t 1 I 1 Watershed Project Client Manager Since Work Performed Central Ramsey Steven C. Woods 1986 "509" Watershed Management Plan Coon Creek Edward A. Matthiesen 1988 Program adntinistra tion,projectreviews, annual water quality monitoring program, ditch engineering detention pond design/Construction Gun Club Lake Brian R. Christensen 1985-92 "509" Watershed Management Plan Minnehaha C eek Daniel M. Parks 1966 Award- winning Water Management Plan, "509" Watershed Management Plan, Painter Creek Improvement Project, project administration, Grays Bay headwaters Control structure, Long Lake Diagnostic/Feasibility Study, administer permit program, annual water quality monitoring, channel stabilization projects, Gleason Creek outlet construction management Prior Lake- Daniel M, parks 1987 Program administration, -"509" Watershed Spring Lake Management Plan, Prior Lake- Spring Lake Diagnostic/Feasibility Study and Improvement Project, Prior Lake outlet channel design Rice Creek Steven C. Woods 1971 Overall Plan forWaterManagement, "509" Watershed Management Plan, annual water quality monitoring program, bank stabilization projects, diteb engineering, numerous lake diagnostic /feasibility studies, project reviews, detailed flood profile study, potable water management study, runoff study Shingle Creek Dale W. Claridge 1985 General administration, "500 Watershed Management Plan, Shingle Creek Flood Profile Evaluation, Shingle Creek 100 -year Floodplain Delineation, annual waterqualitymonitoringpmgrAm project reviews, Twin Lakes/Ryan Lake Outlet Modifications Feasibility Study, Twin Lakes/Ryan Lake Outlet Improvements Southwest Ramsey Steven C. Woods 1986 "509" Watershed Management Plan Vermillion River Daniel M. Parks 1985 "509" Watershed Management Plan, Water Quality Management Plan, Stormwater Storage, Vermillion River Snag Removal Feasibility Report and Implementation West Mississippi ]dale W. Claridge 1985 General administration, "509" Watershed Management Plan, annual water quality monitoring program, project reviews, Oxbow Creek Drainage Study, Edinbrook Floodplain Study 3-9 NOV 20 '95 03 :45PM MONTGOMERY WATSON 612 593 9975 P.11i12 Project Experience CLEAN WATER PARTNERSHIP PROJECTS Minnesota Pollution Control Agency Our water resources group has worked on 16 Minnesota Clean Water Partnership and Clean Lakes Grants. We are proud of those projects that have made our firm the state's leader in lake water quality improvements. More importantly, our clients have been able to proceed beyond the study to the implementation phase. Nationwide, Montgomery Watson has had involvement with over 200 of the surface water quality studies. The following shows our experience with Minnesota Clean Water Partnership and Clean lakes projects: Minnesota Clean Water Partnership and Clean Lakes Brant$ Lake Client Date besetlptIora Consultant Number Centerviile /Peltier Rice Creek 1990 Regional park and reserve water Montgomery Watson 13 Watershed District supply for City of St. Paul, MN Barr Engineering 7 Water Research. Inc. 7 Schuller Hydrology a Long Mlnnehaha Creek 1989 Rapidly developing urban HDR 4 Watershed District watershed 8luewater Science 3 Wemk 3 Eleven other Firms 1s Minneapolis Chain Minneapolis Parks 1990 Developed successful grant of Lakes and Recreation application Board Mountain City of Mountain 1988 Urban and agricultural watershed Lake schwanz City of Eagan 1999 Urban lake e Trout City of Coleraine 1 WO Historic wastewater receiving body Ckabena/Ocheda/ City of Worthington/ 1989 Urban and agricultural watershed Bella Okabene/Ocheda Watershed District 1 1 3-10 1 t 1 1 1 1 t 1 1 1 1 1 1 1 1 NOV 20 '95 03 :45PM MONTGOMERY WATSON 612 593 9975 Project Experience Montgomery Watson has successfully obtained competitive CLP grants for many clients with widely varying creeds. CLEAN LAKES PROJECTS U.S. Environmental Protection Agency P. 12/12 Lake Client pate highway Papio Paplo- Missouri River 1990 Flood control reservoirs with Natural Resources extensive recreational use in Big KandiyoN District 1988 suburban Omaha, NE Prior Lake- Prior Lake- Spring Lake 1989 Agriculture and developing Spring Lake Watershed District urban land uses Summit Papio- Missouri River 1990 Performed jointly the Papio Chain of Lakes Natural Resources Lake study Henry's District t991 Phase II- construction White Bear- Rice Creek 1990 Major recreational lakes and Said Eagle Watershed District reserve water supply for City of Long Lake dice Creek 1976 St. Paul, MN Williams State of Idaho 1991 Phase 11--construction P. 12/12 Lake Client pate Description Alimagnet Cities of Apple Valley 1988 Evaluation of stormwater and Sumsville, MN treatment baelne Big KandiyoN Kandlyohi County, MN 1988 Threewatertreatmertt plants present Kandiyohl Lake which supplied nutrients but also Association maintained water levels Clearwater River Clearwater River 1903 Agricultural watershed In Chain of Lakes Watershed District central Minnesota Henry's State of Idaho t991 Phase II- construction Long Minnehaha Creek 1989 Jointly funded with CWP Program Watershed District Long Lake dice Creek 1976 170 square miles of watershed area; Chain of Lakes Watershed District project completed in 1991 Moore City of Fridley, MN 1963 Urban fake bisected by bunk 3-11 FAX Montgomery Watson Fax(612) 593 -9975 Tel (612) 5955265 To: Diane Desotelle From: Ed Matthiesen Re: Curry Farms Date: November 20,1995 Pages Sent:1 FAX 937 -5739 Here are three references for the water resources work we have done in the Metro area. City of Eagan Richard Brasch 3501 Coachman Drive Eagan, MN 55122 - - (612) 621 -4300 City of St. Paul Anne Weber Michael Kassan 1000 City Hall Annex 25 West Fourth Street St. Paul, MN 55102 -1600 (612) 266 -6249 City of Plymouth Dan Falkner 3400 Plymouth Blvd. Plymouth, MN 55447 (612) 550 -5000 T /T'd SZ66 S6S ZT9 WOSIUM A�GW091WOW WdSb:OT 26. rZ AOFJ City of Chanhassen Schedule of Investments Sensitivity Analysis Investment Purchase Face Cost Basis -300 -200 -100 0 +100 +200 Date Value 11/16/95 11/16/95 11/16/95 11/16/95 11/16/95 11/16/95 FHLMC REMIC Series 1993 1638 J FNMA REMIC Series 1993169 MA 06/24/94 450,000 391,744.36 427,581.15 428,899.22 428,240.18 420,463.58 FHLMC REMIC Series 149700 09/30/93 09/30/93 500,000 100,000 482,498.58 97,125.00 498,681.60 104,531.25 499,610.53 103,625.00 502,552.15 495,430.34 FNMA REMIC Series 1993169 SA" 09/30/93 1,000,000 708,437.50 N/A N/A 101,531.25 N/A 100,000.00 FHLMC REMIC Series 1563 -E K 09/09/93 FNMA REMIC Series 1993 32 G 1,000,000 923,750.00 1,026,875.00 1,014,062.50 986,250.00 N/A 954,062.50 M 09/16/93 FNMA REMIC Series 1994 27 A 04/15/94 1,000,000 300,000 892,187.50 269,156.59 1,050,000.00 287,786.71 1,031,250.00 1,001,562.50 955,000.00 FNMA REMIC Series 1994 42 LB 06/10/94 250,000 225,546.21 237,702.76 288,760.76 237,557.06 288,849.30 236,755.74 283,359.22 231,947.77 412,818.79 486,760.31 95,531.25 N/A 922,812.50 905,000.00 277,957.68 227,212.66 405,305.80 475,148.66 90,625.00 N/A 893,125.00 846,875.00 272,733.25 222,696.09 +300 11/16/95 398,056.43 465,394.88 85,625.00 N/A 864,375.00 802,812.50 267,774.46 218,325.21 3,990,445.74 3,633,158.47 3,603,765.07 3,545,741.12 3,440,263.42 3,328,093.19 3,206,508.80 3,102,363.48 add: FNMA REMIC Series 1993 169 SA' Unrealized Gain/(Loss) ' FNMA REMIC Series 1993169 SA Maturity 09/25/2000 Average Life In Years FHLMC REMIC Series 1993 1638 J 06/24/94 450,000 FNMA REMIC Series 1993 169 MA 09/30/93 500,000 FHLMC REMIC Series 149700 09/30/93 100,000 FNMA REMIC Series 1993 169 SA 09/30/93 1,000,000 FHLMC REMIC Series 1563 -E K 09/09/93 1,000,000 FNMA REMIC Series 1993 32 G M 09/16/93 1,000,000 FNMA REMIC Series 1994 27 A 04/15/94 300,000 FNMA REMIC Series 1994 42 LB 06/10/94 250,000 351,150.23 321,756.83 263,732.88 158,255.18 46,084.95 (75,499.44) (179,644.76) 0.58 1.01 2.07 2.07 2.09 2.11 2.11 0.35 0.59 1.58 1.69 1.98 2.37 2.37 0.55 0.73 1.65 4.93 9.27 12.13 13.52 2.36 3.55 4.72 4.80 4.81 4.82 4.82 ?.14 2.95 4.16 4.16 4.16 4.16 4.16 2.48 3.10 4.46 5.39 5.88 6.66 6.66 0.64 1.09 2.17 2.17 2.17 2.18 2.18 0.85 1.24 2.36 2.36 2.36 2.36 2.36 M I M so M M wi m w M M m M M r M� M M (f c, —""� EASTERN CARVER CO UNTY PR OPER TY TAX PROJECTION 1995 -2001 EASTERN CARVER COUN'T'Y PROPERTY TAX PROJECTIONS 1995 -2003 Recognizing the potential benefits of coordinated financial planning the local government agencies serving Eastern Carver County have, in this report, have prepared a joint financial forecast. Local governments involved in the planning process have been cities' of Chanhassen, Victoria, and Chaska, School District 112 and Carver County. The objective of our planning process has been four fold. A. To prepare a general planning guide for policy makers as they make financial decisions during the coming decade. B. Identify key capital projects and through coordination minimize their impact on property tax rates. C. Serve as a vehicle to share information on future needs and projects related to each of the five governmental agencies. D. Provide a blue print for the general public on future property tax levels based on a specific set of assumptions. As with any long term projections as our planning horizons expand the accuracy of the projections are diminished. Such projections, though, do accurately reflect future trends and should serve as a model to analyze the impact of various changes in the core assumptions. The process employed in developing these forecasts began with each of the five agencies developing their own five year financial forecasts for those governmental operations financed from property tax revenues. After developing these initial forecasts, the five year estimates were extended through 2003 based on consis- tent general assumptions. Finally, the individual projections are combined into a comprehensive model which projects annual property tax payments on differing value residential and commercial properties. Our commitment is to update these projections on an annual basis reflecting changes in local needs and revisions in the core assumptions. In developing realistic financial forecasts it is critical to understand the core assumptions upon which the forecasts are based. For our model, the key assumptions are: = , M � M M M M M M! M it M M am it M IM M. 'The annual inflation rate will be 3% during the planning period. `Residential growth within Eastern Carver County will be 6% annually. ':Fh % we market value will increase 'Property Tax Relief Programs funded through the Local Government Trust Fund which funds homestead, agricultural credits plus local government aids to cities will grow 3% annually. *School District general levy calculation is based on current law. `State aids for education will remain constant for 1995 and then to increase at an annual rate of 3 %. 'Fiscal disparity and HACA formulas will remain unchanged with the areas annual contribution and distribution increasing at a rate of 3% per year. 'Industrial values captured in Chanhassen's Tax Increment District will be added to the general tax base in 2001 with Chaska's tax increment values added in 2003. 'The cities of Chaska and Chanhassen will allow School District 112 to capture referendum levy revenues from each communities Tax Increment District beginning in 1994. `School District 112 enrollment projections are based on the Barbara Lukerman projections of 1994. 'School District 112 levies annual debt for $45 million bond issue for new facilities approved 1993. 'School District 112 receives voter 1995 approval for $2.0 million operating levy in 1996. 'School District 112 receives voter 1996 approval for a $10 million bond issue for new facilities payable 1997. 'Carver County completes construction of Its Justice Center addition In 1994 with full staffing In 1995. "The total tax rate for the metropolitan agencies and watershed district remains constant at 4% for each of the taxing jurisdictions. In developing these assumptions the consensus of the group was that a conservative set of variables should be employed. Further the group recognizes that the validity of these assumptions need to be verified in an annual basis. The assumptions relative to State property tax relief (Local Government Aids and Homestead /Agricultural Credits) and State educational funding are viewed to have the greatest potential for variance. i i a ............: ........................................... . :............ . ...... . 1992 1 1993 1 ........... . ..... . ...... ...... . ... .. . ........ . ... " ........... Although government financial forecasts can be presented in a variety of formats, projecting such factors as tax levies, total expenditures or tax rates,.our approach will be to forecast the impact of the financial projections on individual property tax payers. The attached table presents our forecasted properly tax trend for residential homesteads valued at $ 100,000 and $200,000 along with commercial building having a value of $ 1,000,000 in each three cities. The summary of the full projections for each of the five taxing jurisdictions are included in the attached sheets. An immediate positive impact of our joint planning process has been to use our discussions as a vehicle•to jointly plan for the impact of School District 112 facility needs. As a result of these discussion a financial. plan has been structured which minimizes the impact on our joint constituents. The general conclusion of the projections is that the future trend for Eastern Carver County's property taxes based on our specified assumptions will be that property taxes will remain relatively constant over the planning period. A JOINT FINANCIAL PROJECTION 11/15/95 # 1996 LEVY APPROVED ----------------e-------e-e---------=ee-=-------------------- -- -=== =-= e----- ve - -- a - - --- a = = = - -- ---- ses.. -------------- ------------------------ ASSUMPTIONS TAX CAPACITY GROWTH 6.0% FISCAL DISP GROWTH 6.0$ ! # #! # AAAAAA # * # #kA #AA # *AA ** #AAA AA TIF GROWTH 6.0% *CHASKA FINANCIAL PROJECTION HACA ANNUAL GROWTH 0.0% * * k * * * * * *** * * *A * ** * * * *A * *.A kA *A* m m mm m mm m r M m s m m mm mm 1992 1993 1994 1995 1996 vp 1997 1998 1999 2000 2001 MARKET VALUE $406,032,804 $426,334,444 $447,651,166 $534,659,300 $597,900,700 $615,837,721 $634,312,853 $653,342,238 $672,942,505 $693,130,781 TAX CAPACITY $10,694,514 $10,981,161 $11,520,962 $12,268,049 $13,543,628 $14,356,246 $15,217,620 $16,130,678 $17,098,518 $18,124,429 less TAX INCREMENT less ($3,868,259) ($3,951,259) ($3,965,233) ($4,160,438) ($4,486,380) ($4,755,563) ($5,040,897) ($5,343,350) ($5,663,951) ($6,003,788) FISCAL DISP. CONTR. ($1,801,666) ($2,199,530) ($2,251,057) ($2,319,335) ($2,403,727) ($2,547,951) ($2,700,828) ($2,862,877) ($3,034,650) ($3,216,,729) less ADJUSTMENT FOR RURAL ($56,322) ($63,387) ($62,880) $0 $0 $0 $0 $0 $0 $0 NET TAX CAPACITY $4,968,267 $4,766,985 $5,241,792 $5,788,276 $6,653,521 $7,052,732 $7,475,896 $7,924,450 $8,399,917 $8,903,912 TAX RATE 15.2% 15.3% 15.7% 15.8% 14.9% 14.9% 14.9% 14.9% 14.9% 14.99 TOTAL REVENUE $3,197,354 $3,332,284 $3,405,307 $3,555,480 $3,698,914 $3,809,881 $3,924,178 $4,041,903 $4,163,160 $4,288,055 TAX LEVY $1,228,183 $1,267,091 $1,347,385 $1,410,026 $1,217,719 $1,264,325 $1,327,541 $1,393,918 $1,463,614 $1,536,795 HACA,EQULIZATION AID ($258,911) ($292,526) ($292,526) ($292,526) $0 $0 $0 $0 $0 $0 FISCAL DISPARITIES ($213,599) ($244,009) ($230,745) ($200,284) ($226,711) ($213,111) ($213,111) ($213,111) ($213,111) ($213,111) NET TAX LEVY $755,673 $730,556 $824,114 $917,216 $991,008 $1,051,214 $1,114,430 $1,180,807 $1,250,503 $1,323,684 FUTURE BOND SALES $2,000,000 $500,000 HOUSEHOLD 4,775 4,925 5,075 5,572 5,772 5,922 6,072 6,222 6,372 6,522 POPULATION 11,938 12,313 12,688 14,148 14,656 14,805 15,180 15,555 15,930 16,305 PER CAPITA NET TAX $63.30 $59.33 $64.95 $64.83 $67.62 $71.00 $73.41 $75.91 $78.50 $81.18 -----------------e--------------------e--e-------------------------mae-«==--ee------------------------==__ MARKET VALUE INCREASE 8.0% _____ °===== e=====------== - - - - -- ---- 6----- -=----- ---- ------ e-- e-- - -- - -. EXPENDITURE INCREASE 8.0% TAX LEVY INCREASE 8.0% FISCAL DISPARITIES 6.0% HACA /EQ. AID O.0% POPULATION INCREASE - 3.0% *VICTORIA * **k FINANCIAL PROJECTION ** *ARRt * * #A * * * *! * *AR #* #kRR * - MARKET VALUE 1992 $131,803,500 1993 $150,745,300 1994 $150,651,000 1995 $166,899,700 1996 $190,695,800 1997 $205,951,464 1998 $222,427,581 1999 $240,221,788 2000 $259,439,531 2001 $280,194,693 NET TAX CAPACITY $2,297,215 $2,581,817 $2,454,098 $2,738,326 $3,170,575 $3,429,221 $3,698,159 $3,999,011 $4,313,532 $9,658,615 TAX RATE 28.24% 33.27% 32.36% 31.62% 27.49% 27.95$ 28.38% 28.77 29.14% 29.481 TOTAL EXPENDITURES $876,926 $947,080 $1,061,028 $1,372,401 $1,537,317 $1,660,302 $1,793,127 $1,936,577 $2,091,503 $2,258,823 TAX LEVY $829,464 $957,015 $1,033,996 $1,117,995 $1,117,775 $1,207,197 $1 ,773 $1,075 $1 $1 HACA,EQULIZATION AID $77,513 $181,380 $185,281 $186,640 $179,023 $179 023 $179 ,023 $1 $179 $179,023 $179 $ $179 ,378 $179,023 FISCAL DISPARITIES $46,746 $55,550 $63,845 $65,411 $67,077 $71,102 $75,368 $79,890 $84,683 $89,764 NET TAX LEVY $705,205 $720,085 $784,870 $865,936 $871,675 $957,072 $1,049,382 $1,149,162 $1,25'7,014 $1,373,591 FUTURE BOND SALES $25,000 $1,145,000 $330,000 $30,000 HOUSEHOLD 1,038 1,070 1,102 1,172 1,222 1,396 1,438 1,481 1,526 1,572 POPULATION 2,700 2,781 2,864 3,358 3,525 3,631 3,740 3,852 3,967 4,086 PER CAPITA NET TAX --e--------------------------------------------------=-e-----------e--- $261.19 $258.93 $274.01 =------- $257.87 ------ -- ---- $247.28 e- e = -e = == seem-----=------e= $263.60 $280.61 e=e=.e ..me==------------------------= $298.34 $316.83 ee-------------- $336.13 -- - - =. m m mm m mm m r M m s m m mm mm =. m m m m m mm r m r m m m= m m mm _ a-------------------------------------------------- ------ -- --- ------ ------- --- -- -- ----------- -- a_=__ --------- =__- _- -_a__, MARKET VALUE INCREASE 6.0% FISCAL DISPARITIES 6.0% HACA INCREASE 0.0% POPULATION INCREASE MARKET VALUE NET TAX CAPACITY TAX VALUE TAX RATE TOTAL EXPENDITURES OPERATING TAX LEVY EXSISTING DEBT LEVY ADDITIONAL DEBT less: STATE DEBT AID less: TIF DISTRIBUTION TOTAL GROSS LEVY HACA,EQULIZATION AID FISCAL DISPARITIES NET TAX LEVY FUTURE BOND SALES *tA # * *Aff #t #AA * *fk *AA #*Aff A *AA *f to # *AAkf #RAAf *i • SCHOOL DISTRICT 112 FINANCIAL PROJECTION " #IAA *AA * # #A #A #A #AAfff # #A..A # #AAAAA *AA #ti J 1992 1993 1994 1995 1996 1997 $17,456,298 $15,280,437 $15,038,044 $15,489,185 $15,953,861 $16,432,477 $12,559,318 $12,324,995 $13,549,852 $15,254,009 $17,089,570 $18,114,944 62.658% 57.172% 62.350% 70.537% 70.501% 78.745% STUDENT POPULATION 4,626 4,943 5,340 5,731 6,160 6,450 PER STUDENT NET TAX ___________________________________________________________________________________ $1,701 $1,426 $1,582 $1,877 ______________ $1,956 __ __ _ _-___- $2,212 - ASSUMPTIONS TAX CAPACITY GROWTH FISCAL DISP GROWTH HACA ANNUAL GROWTH MARKET VALUE GROSS TAX CAPACITY NET TAX CAPACITY TAX RATE TOTAL EXPENDITURES TAX LEVY HACA,EQULI2ATION AID FISCAL DISPARITIES DEBT SERVICE NET TAX LEVY FUTURE BOND SALES HOUSEHOLD POPULATION PER CAPITA NET TAX RA *f * * # #R #kf*A *Af # # *A * *f fAkARAA # # * *AA * * *AA * *A *# *CITY OF CHANHASSEN FINACIAI. PROJECTIONS A # * #*fA * * *fi * * # #RiA # *AR *AkfR #A R*fAf * *#RktiR *RR# 2000 2001 $17,956,211 $18,494,897 $21,575,188 $22,869,700 73.070% 72.7551 $9,485,848 $9,454,830 $8,491,561 $10,461,034 $11,870,476 $14,076,801 $14,431,883 $14,797,617 $15,174,323 $15,562,330 $632,036 $0 $312,338 $0 $754,606 $790,099 $834,497 $873,391 $922,376 $964,520 $1,036,455 $1,087,353 $0 $0 $2,314,545 $455,149 $3,581,943 $673,939 $4,272,381 $873,357 $4,053,642 $811,798 $3,693,086 $715,105 $3,731,077 $721,189 $3,591,637 $3,913,698 $0 $10,117,884 $0 $9,767,168 $549,622 $10,555,941 $1,386,048 $12,773,089 $2,021,502 $14,082,495 $1,871,866 $16,320,170 $1,669,427 $16,662,813 $1,638,169 $17,133,856 $687,918 $1,225,930 $17,888,567 $770,245 $1,006,672 $18,786,464 $865,396 $1,075,586 $679,508 $691,186 $711,922 $733,279 $755,278 $777,936 $801,274 $825,312 $1,383,054 $7,869,434 $1,645,100 $7,046,482 $1,428,136 $8,448,297 $1,322,220 $10,759,683 $1,322,220 $12,048,353 $1,322,220 $14,264,671 $1,322,220 $14,585,315 $1,322,220 $15,033,700 $1,322,220 $15,765,073 $1,322,220 $16,638,932 $45,000,000 6.0% 6.0% 0.0% 1992 $638,475,000 $15,181,000 $8,790,000 25.38% $1,938,000 $776,000 $242,000 $733,000 $2,223,000 1993 1994 1995 $663,142,800 $735,276,700 $828,636,400 $13,642,832 $15,355,847 $17,233,491 $9,875,494 $10,340,788 $11,938,328 25.60% 25.53% 25.59% $2,616,000 $2,798,100 $3,065,346 $947,013 $963,016 $968,238 $249,929 $211,900 $211,900 $1,029,000 $1,017,300 $1,195,000 $2,517,000 $2,640,484 $3,055,484 1996 $878,354,584 $18,267,500 $12,654,628 25.60% $3,284,267 $968,238 $224,614 $1,148,039 $3,239,454 1997 $904,705,222 $19,363,550 $13,413,905 25.66% $3,481,323 $968,238 $236,091. $1,166,505 $3,441,499 1998 1999 $16,925,451 $17,433,215 $19,201,841 $20,353,951 75.958% 73.861% 6,784 7,080 7,354 7,596 $2,150 $2,123 $2,144 $2,190 1998 1999 $931,846,378 $959,801,770 $20,52.5,364 $21,756,885 $14,218,740 $15,071,864 25.65% 25.68% $3,690,202 $3,911,614 $968,238 $997,285 $252,376 $267,519 $1,178,170 $1,224,038 $3,647,758 $3,870,849 2000 2001 $988,595,823 $1,018,253,697 $23,062,298 $24,446,036 $15,976,176 $16,934,746 25.63% 25.591 $4,146,311 $4,395,090 $1,027,204 $1,058,020 $283,570 $300,564 $1,259,000 $1,297,000 $4,094,537 $4,333,486 4530 13547 4,787 14,152 5,044 14,757 5,301 15,362 5,558 15,967 5,815 16,572 6,072 17,177 6,379 17,782 6,589 6,784 18,282 18,782 $164.10 $177.85 $178.93 $198.90 $202.88 $207.67 $212.36 $217.68 $223.97 $230.73 t ------------------------------------------------------------------------- ___________. _________ __________ _e__= �______ __- ___._____- __--- �_______._______ AA #AAA iik #AAAA AAAAAAAAAiA # #AA # #kiAAA "CARVER COUNTY FINACIAL PROJECTIONS" ASSUMPTIONS #AAAiiAi ► # #A AA iA AA #AiAAiAAiiAA A #iAA# ANNUAL MARKET VALUE INCREASE 8.0% ANNUAL EXPENDITURE INCREASE ANNUAL TAX CAPACITY INCREASE 8,0% ANNUAL GROSS TAX LEVY INCREASE 8.0% FISCAL DISPARITIES INCREASE 8,0% HACA INCREASE 8,0% 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 MARKET VALUE $1,875,769,100 $2,025,830,628 $2,166,888,600 $2,3401,239,688 $2,527,458,863 $2,729,655,572 $2,948,028,018 $3,183,870,259 $3,438,579,880 $3,713,666,270 GROSS TAX CAPACITY NET TAX CAPACITY $26,414,160 $26,341,488 $27,869,778 $31,140,425 $33,631,659 $36,322,192 $39,227,967 $42,366,204 $45,755,501 $49,415,941 TAX RATE 40.466% 42.688% 44.004• 46.702% 46,702% 46.702% 46.702% 46.702% 46.702% 46,7021 TAX LEVY $15,504,005 $16,799,000 $18,067,264 $20,180,000 $21,794,400 $23,537,952 $25,420,988 $27,454,667 $29,651,041 $32,023,124 HACA,EQULIZATION AID $2,621,693 $3,219,752 $3,455,814 $3,577,388 $3,863,579 $4,172,665 $4,506,479 $4 866,997 $5,256,357 $5 676 865 FISCAL DISPARITIES $2,193,681 $2,390,064 $2,347,757 $2,059,536 $2,224,299 $2,402,243 $2594422 $2,01,976 $3,026134 $3,28,225 DEBT SERVICE $0 NET TAX LEVY $10,688,631 $11,189,184 $12,263,693 $14,543,076 $15,706,522 $16,963,044 $18,320,087 $19,785,694 $21,368,550 $23,078,034 FUTURE BOND SALES HOUSEHOLD POPULATION 47915 PER CAPITA NET TAX _ __________________________________________________________________________________________________________ ___ _____ _____________ _ _ _ __- � � r � � �r � � � r � � �r � � � err ■�e CITY OF CHANHASSEN 690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317 (612) 937 -1900 • FAX (612) 937 -5739 J Mr. John Dobbs Heritage Development of Minnesota, Inc. 450 Countv Road D East Little Canada. MN 55117 Re: Preparation of Feasibility Study for Phase II of Trunk Highway 5 South Frontage Road (Coulter Boulevard from 1,600' feet east of Galpin Boulevard to existing Coulter Boulevard) and Trunk Utilities - Project No. 93 -26B Dear Mr. Dobbs: At their regular meeting on Monday, November 13, 1995,. City Council approved the preparation of the feasibility study for the above - referenced project which pi, poses to construct the remaining portion of Coulter Boulevard between the Bluff Creek Elementary School aril Pillsbury and extend trunk utilities north through the northern half of Section 15 and crossing north under Trunk Highway 5 into the southern portion of Section 10 contingent upon the petitioning property owners /developers securing the cost of the feasibility study. Attached you will find an agreement between the City and yourself regarding the preparation of the feasibility study and the necessary financial security accordingly. Your share of the feasibility study security has been determined to be $15.000.00. Please sign the enclosed contract and return it to my attention along with a check for the security. Once this agreement has been fully executed by City I will return a copy of it to you for your records. When I have received the signed agreements and necessary securities from all of the petitioning property owners, I will then authorize the project consultant engineer, Mr. Phil Gravel of Bonestroo, to begin work on the feasibility study. If you should have any questions or comments regarding this matter, feel free to contact me at 937 -1900, direct dial extension 114. Sincerely. 'I 1 Attachment: Agreement dated November 13. 1995 c: Dave Hempel. Assistant City Engineer Phil Gravel. Bonestoo & Associates City Council Administrative Packet (11/27/95) 8' \endcharles \letters \coulterl. m 1 Mr. Dennis Dirlam Hi -Way 5 Partnership 15241 Creekside Court Eden Prairie, MN 55344 CITY OF CHANHASSEN 690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317 (612) 937 -1900 • FAX (612) 937 -5739 Re: Preparation of Feasibility Study for Phase II of Trunk Highway 5 South Frontage Road (Coulter Boulevard from 1,600' feet east of Galpin Boulevard to existing Coulter Boulevard) and Trunk Utilities - Project No. 93 -26B t fI LJ 1 Dear Mr. Dirlam:. At their regular meeting on Monday, November 13, 1995 �,'We City Council approved the preparation of the feasibility study for the above - referenced project which proposes to construct the remaining portion of Coulter Boulevard between the Bluff Creek Elementary School and Pillsbury and extend trunk utilities north through the northern half of Section 15 and crossing north under Trunk Highway 5 into the southern portion of Section 10 contingent upon the petitioning property owners /developers securing the cost of the feasibility study. Attached you will find an agreement between the City and yourself regarding the preparation of the feasibility study and the necessary financial security accordingly. Your share of the feasibility study security has been determined to be $12,000.00. Please sign the enclosed contract and'return it to my attention along with a check for the security. Once this agreement has been fully executed by,the City I will return`a copy of it to you for your records. When I have received the signed agreements and necessary securities from all of the petitioning property owners, I will then authorize the project consultant engineer. Mr. Phil Gravel of Bonestroo, to begin work on the feasibility study. If you should have any questions or comments regarding this matter, feel! free to contact me at 937 -1900, direct dial extension 114. Sincerely, CDF:ktm Attachment: Agreement dated November 13, 1995 c: Dave Hempel. Assistant City Engineer Phil Gravel. Bonestoo & Associates City Council Administrative Packet (11/27/95) gleng charles`detters .doc Ms. Liv Homeland Bluff Creek Partners 3005 Ottawa Avenue St. Louis Park, MN 55416 1 CITY OF CHANHASSEN 690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317 (612) 937 -1900 • FAX (612) 937 -5739 Re: Preparation of Feasibility Study for Phase II of Trunk Highway 5 South Frontage Road (Coulter Boulevard from 1,600' feet east of Galpin Boulevard to existing Coulter Boulevard) and Trunk Utilities - Project No. 93 -26B Dear Ms. Homeland: At their regular meeting on Monday, November 13 1995; th City Council approved the preparation of the feasibility study for the above - referenced project which proposes to construct the remaining portion of Coulter Boulevard between the Bluff Creek Elementary School and Pillsbury and extend trunk utilities north through the northern half of Section 15 and crossing north under Trunk Highway 5 into the southern portion of Section 10 contingent upon the petitioning property owners /developers securing the cost of the feasibility study. Attached you will find an agreement between the City and yourself; regarding the preparation of the feasibility study and the necessary financial security accordingly. Your share of the feasibility study security has been determined to be $11,000.00. Please sign the enclosed contract and return it to my attention along with a check for the security. Once this agreement has been fully executed by the City I will return copy of it to you for your records. When I have received the signed agreements and necessary securities from all of the petitioning property owners, I will then authorize the project consultant engineer. Mr. Phil Gravel of Bonestroo, to begin work on the feasibility study. If you should have any questions or comments regarding this matter. feel free to contact me at 937 -1900, direct dial extension 114. Sincerelv. P_� J 1 1 Attachment: Agreement dated November 13, 1995 Dave Hempel, Assistant City Engineer Phil Gravel. Bonestoo & Associates City Council Administrative Packet (11/27/95) g: \eng`.charles\ letters` coulter 1.doc t J CITY OF CHANHASSEN 690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317 (612) 937 -1900 • FAX (612) 937 -5739 ' Dr. Lars T. Conway 4415 Fremont Avenue South Minneapolis, MN 55409 Re: Preparation of Feasibility Study for Phase I1 of Trunk Highway 5 South Frontage Road (Coulter Boulevard from 1,600' feet east of Galpin Boulevard to existing Coulter Boulevard) and Trunk ' Utilities - Project No. 93 -26B Dear Dr. Conway: ' At their regular meeting on Monday, November 13, 1995, ttie City Council approved the preparation of the feasibility study for the above - referenced project which proposes to construct the remaining portion of Coulter Boulevard between the Bluff Creek Elementary School and Pillsbury and extend trunk utilities north through the northern half of Section 15 and crossing north under Trunk Highway 5 into the southern portion of Section 10 contingent upon the petitioning property owners /developers securing the cost of the feasibility study. Attached you will find an agreement between the City and yourself regarding the preparation of the feasibility study and the ' necessary financial security accordingly. Your share of the feasibility study security has been determined to be $3,000.00. Please sign the enclosed contract and return it to my attention along with a check for the security. Once this agreement has been fully executed by the City I will return" a copy of it to you for your records. When I have received the signed agreements and necessary securities from all of the petitioning property owners, I will then authorize the project consultant engineer, Phil Gravel of Bonestroo. to begin work on the feasibility study. If you should have any questions or comments regarding this matter, feel free to contact me at 937 -1900, direct dial ' extension 114. Sincerelv, CITY OF CHANHASSE Charles D. Folch. P.E. Director of Public Works CDF:ktm Attachment: Agreement dated November 13, 1995 c: Dave Hempel. Assistant City Engineer Phil Gravel, Bonestoo & Associates City Council Administrative Packet (11/27/95) g:'eng charlesletterskoulte,l .doc AGREEMENT AGREEMENT made this 13th day of November, 1995, by, between, and among the CITY OF CHANHASSEN, a Minnesota municipal corporation ( "City "), and BLUFF CREEK PARTNERS ( "BCP "); HERITAGE DEVELOPMENT OF MINNESOTA, INC. ( "Heritage "); HI -WAY 5 PARTNERSHIP ( "Hi -Way 5 "); and DR. LARS T. CONWAY ( "Conway "). RECITALS A. The City has under consideration Improvement Project 93 -26B ( "the Project „ ) B. Property under the control of BCP, Heritage, Hi -Way 5 and Conway would benefit by the project. 1 C. The City is only willing to continue its consideration of the Project on conditions I that BCP, Heritage, Hi -Way 5 and Conway fund preparation of the preliminary report. NOW, THEREFORE, in consideration of the mutual covenants the parties agree as follows: 1. The City will instruct its consulting engineering firm to prepare a feasibility report for the Project. 2. Upon execution of this Agreement, BCP shall pay to the City $11,000, Heritage shall pay to the City $15,000, Hi -Way 5 shall pay to the City $12,000, and Conway shall pay to the City $3,000 to fund preparation of the feasibility report for the Project. 3. If the City awards bids for the project, the payments described above shall be applied toward payment of the special assessments for the Project on the land owned by the party making the payment. i i i i (SEAL) STATE OF MINNESOTA ) (ss. COUNTY OF CARVER ) CITY. OF CHANHASSEN Fl." Donald J. Chmiel, Mayor AND: Don Ashworth, City Manager Bluff Creek Partners Heritage Development of Minnesota, Inc. Hi -Way 5 Partnership Dr. Lars T. Conway The foregoing instrument was acknowledged before me this day of , 1995, by Donald J. Chmiel and by Don Ashworth, respectively the Mayor and City Manager of the City of Chanhassen, a Minnesota municipal corporation, on behalf of the corporation and pursuant to the authority granted by its City Council. NOTARY PUBLIC -2- STATE OF MINNESOTA ) (ss. COUNTY OF ) The foregoing instrument was acknowledged before me this day of , 1995, by Bluff Creek Partners. NOTARY PUBLIC STATE OF MINNESOTA (ss. COUNTY OF ) The foregoing instrument was acknowledged before me this , 1995, by Heritage Development of Minnesota, Inc. NOTARY PUBLIC STATE OF MINNESOTA ) (ss. COUNTY OF ) The foregoing instrument was acknowledged before me this , 1995, by Hi -Way 5 Partners. NOTARY PUBLIC day of day of -3- STATE OF MINNESOTA ) (ss. COUNTY OF The foregoing instrument was acknowledged before me this , 1995, by Dr. Lars T. Conway. NOTARY PUBLIC me day of MEMORANDUM 1 �J CITY OF CHANHASSEN 690 COULTER DRIVE • P.O. BOX 147 0 CHANHASSEN, MINNESOTA 55317 (612) 937 -1900 • FAX (612) 937 -5739 TO: Mark Littfin, Fire Marshal FROM: Scott Harr, Public Safety Director V DATE: November 13, 1995 SUBJ: _ 1995 Fire Prevention/Education Program In reviewing the evaluations that you distributed to the teachers following your school visits, I remain impressed with your dedication, effort and skill: The only criticism I could find in the evaluations was that everyone seemed to want more of your time. However, particularly with the addition of Bluff Creek Elementary School, time is lunited. In fact, I suspect the truth is that they would be happy to get all of your attention! Mark, you are one of those steady employee`s that doesn't cause problems, and manages to get the job done -- and in instances like this, I am reminded how well you do the job! Keep up the good work, Mark! SH:cd PC: Don Ashworth, City Manager , City ncil Admiri PackeC= Public Safe ty Commission Admin Packet > . . Personnel File ail L ' 7500 West 145th Street • Apple Valley, Minnesota 55124 • (612) 432 -9500 October 31,1995 Mr. Don Chmiel C OLDS • PONTIAC • GMC City of Chanhassen ' ' 7500 West 145th Street • Apple Valley, Minnesota 55124 • (612) 432 -9500 I Dear Don. ' This letter is a follow u to our meeting f p g o October 25, 1995 regarding relocation of a Pontiac ' GMC dealership in McGlynn Park, outlet A, in the city of Chanhassen. It is my understanding that there will be a council planning session November 6, 1995 and our project will be discussed at that time. In support of our project, I would like to submit the following information for your ' session. Our project would meet or exceed the standards of your highway corridor plan and it will be one of the most attractive buildings on the highway. The building and highway view would have a positive impact on the area. As you will recall, I showed you a couple of renderings at our last meeting and they certainly meet your criteria. Our Chanhassen business would evolve in a short number of years to the size of our Apple Valley dealership. At that location we employ approximately 90 people at jobs that are skilled, secure and high paying. These are not entry level, clerical or low level service ' jobs. In 1994 we produced in excess of $42,500,000 in sales volume from that dealership. That is the potential for Chanhassen as shown in all of our demographic data. This results in a payroll of $3,000,000. The majority of our employees would be living locally which ' means additional local spending and more local jobs. Automobile retailing, both sales and service, is destination retailing and generates ' approximately the same amount of traffic as a medium sized office or manufacturing complex. This is as opposed to a retail complex, such as Byerleys or Target, that has traffic for extended periods of time with heavier traffic during evening hours and weekends. The ideal spot for an automobile dealership is one with visibility and accessibility, but does not take up the more valuable retail space that is better suited by traffic control, civic promotion and customer shopping patterns for higher traffic and more condensed retailing. In most parts of the country new automotive dealerships are being placed on the edge of retail, near light manufacturing or office areas as they are more ' compatible with lighter traffic patterns. October 31,1995 Mr. Don Chmiel Mayor City of Chanhassen ' P.O.Box 147 Chanhassen, MN 55317--- I Dear Don. ' This letter is a follow u to our meeting f p g o October 25, 1995 regarding relocation of a Pontiac ' GMC dealership in McGlynn Park, outlet A, in the city of Chanhassen. It is my understanding that there will be a council planning session November 6, 1995 and our project will be discussed at that time. In support of our project, I would like to submit the following information for your ' session. Our project would meet or exceed the standards of your highway corridor plan and it will be one of the most attractive buildings on the highway. The building and highway view would have a positive impact on the area. As you will recall, I showed you a couple of renderings at our last meeting and they certainly meet your criteria. Our Chanhassen business would evolve in a short number of years to the size of our Apple Valley dealership. At that location we employ approximately 90 people at jobs that are skilled, secure and high paying. These are not entry level, clerical or low level service ' jobs. In 1994 we produced in excess of $42,500,000 in sales volume from that dealership. That is the potential for Chanhassen as shown in all of our demographic data. This results in a payroll of $3,000,000. The majority of our employees would be living locally which ' means additional local spending and more local jobs. Automobile retailing, both sales and service, is destination retailing and generates ' approximately the same amount of traffic as a medium sized office or manufacturing complex. This is as opposed to a retail complex, such as Byerleys or Target, that has traffic for extended periods of time with heavier traffic during evening hours and weekends. The ideal spot for an automobile dealership is one with visibility and accessibility, but does not take up the more valuable retail space that is better suited by traffic control, civic promotion and customer shopping patterns for higher traffic and more condensed retailing. In most parts of the country new automotive dealerships are being placed on the edge of retail, near light manufacturing or office areas as they are more ' compatible with lighter traffic patterns. 1 We are a strong supporter of local activities and have the reputation of being a good corporate citizen. We sponsor many local youth activities as well as other civic ' endeavors. It is our policy to do as much business locally as possible, which can be checked in the communities where we are located. ' Based on the meetings I have had with you and other city officials, it is my understanding that your main concern is that a change in zoning to accommodate us would leave the ' city open to many types of retailing that are considered undesirable, and that the city attorney has looked at the issue and supports this opinion. It is also my understanding that if the zoning issue could be handled to your and other city officials satisfaction, you would ' look favorably on our project. I am very sensitive to these concerns. However, these concerns are the same ones facing growing, progressive communities all over the United States, not just Carver County. These concerns have been handled in areas more , restrictive than Chanhassen and they can be handled here, which is to our advantage as well as yours. We have access to data that will accomplish what you want and still fit both our criteria and General Motors. I ask that we set a meeting with the appropriate city r officials, myself and a representative of General Motors real estate subsidiary to discuss specific items. At that time we can provide you the information necessary to allow you to contact communities where these issues have been handled to everyone's satisfaction. , In summary, we very much want to be a part of the Chanhassen community and we ask you to ' work with us to make this a reality. Our time frame would be to occupy a facility in the late summer or early fall of 1996. Yours t ly, r ' Bernie Wagnild I President �l 1 1 November 16, 1995 Mr. Mark Lundgren County Auditor Carver County Courthouse 600 East 4th Street Chaska, MN 55318 CITY OF CHANHASSEN 690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317 (612) 937 -1900 • FAX (612) 937 -5739 Re: Butternut Ridge Addition Dear Mr. Lundgren: On July 10, 1995, the Chanhassen City Council "approved the preliminary and final plat to subdivide 122.29 acres into one lot of 2.53 acres (Lot I ,Block 1, Butternut Ridge Addition), and an outlot of 119.76 acres ( Outlot A, Butternut Addition), `located at 775 West 96th Street, Chanhassen, Tim and Dawne Erhart (owners). The property is zoned A -2; Agricultural Estate, and is located outside the Metropolitan Council's Urban Service Area. The lot is occupied by an existing home. The outlot will remain is and is not proposed to be developed. No new home sites are being created. Lot 1, Block 4, Butternut Ridge Addition is located in the Taxing District 2506 and Outlot A is located in the Rural Taxing District 2 If you have any Sincerely, 4 , i,. Don Ashworth City Manager feel free to contact me. CITY OF CHANHASSEN 690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317 (612) 937 -1900 • FAX (612) 937 -5739 November 16, 1995 Ms. Janet Lash, Vice -Chair Chanhassen Park & Recreation Commission 7001 Tecumseh Lane Chanhassen, MN 55317 Dear Jan: Congratulations on being named the recipient of, theVIRPA Board and Commission Award. This distinguished honor is awarded to individuals wlio have contributed significantly to public policies, financing, and delivery of high quality recreation and park services. The success of the Chanhassen Park & Recreation Commission for the past, six years is due in large part to your dedication, and integrity. Your work has enriched the lives of the people of Chanhassen. TH:k , cc: `Mayor and City Council WO Park and Recreation Commission ' Don Ashworth, City Manager Dave Clough, Superintendent, Chaska Ind. School District #112 November 14, 1995 Mr. Ed Battani 6547 Gray Fox Curve Chanhassen, MN 55317 /vler.R A riQ 7�� C /kc /a CITY OF C 690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317 (612) 937 -1900 • FAX (612) 937 -5739 Re: Snowplowing - PW309 Dear Mr. Battani: A,/, ,� - _ e-9 I have received a copy of your letter addressed to City Manager Don Ashworth regarding the City's snowplowing and sanding operation which too place on the morning of November 9, 1995. If I try to view the situation from your perspective, I can certainly understand the concerns you raised in your letter. I too am a resident and taxpayer of the city of Chanhassen. However, I believe it is important to follow up your letter with some additional information and considerations which highly influenced the decision to conduct the plowing and sanding operation this particular morning. The weather forecast we received late in the evening of November 8, 1995 and the early morning following indicated that the Twin Cities metro area could receive somewhere between one to two inches of snow, however, the more critical issue of the forecast was the prediction that atmospheric temperatures begin to rise near dawn causing the snow to change over to ice, sleet, and possibly rain. Naturally, we were concerned about how this might affect the morning rush hour commute At around 2 00 a m e street superintendent inspected the condition of the streets and decided to wait ariy`action:'' "A little after 3:00 "a.m we werewcontacted by the County Sheriff' Office with reports of slippery roads and intersections. Air temperatures were still around freezing, snow accumulations were relatively light, however; weather reports were still indicating that possible ice /sleet conditions would'occur. At around 4:00 a.m., a decision had to be made as to whether the ice and snow control operations should commence. Waiting until 6:00 a.m. would be much too lat( properly react at that time. The decision was made and crews were dispatched. MnDOT and " Carver County highway departments also dispatched their crews. As it turned out, a light sprinkle of rain occurred between 6:00 and 6:30 a.m.. Shortly thereafter, all precipitation unexpectedly stopped and the sleet prediction did not occur. Even though road conditions could have been much worse, we still experienced a few weather - related vehicle accidents in town that morning. Snowfall events such as this one which typically occur during the fall and again in the late winter - early spring, when atmospheric temperatures fluctuate above and below the freezing mark, are very difficult to judge whether or not icy road conditions will result. Had this event occurred Mr. Ed Battani November 14, 1995 Page 2 during the late morning or early afternoon of a given day, we would have had more time to observe the resulting conditions prior to commencing the operation. In this case, we could not take a chance on having icy road conditions develop during the morning rush hour commute. We erred on the conservative side, and to some, the operation may have seemed unwarranted and a waste of money until you recall that one week earlier on November 1, a young mother was killed on Trunk Highway 41 just north of Trunk Highway 5. Snow accumulation was also minimal that morning, however, slippery roads contributed to an unnecessary fatality. It is also important to keep in mind that the cost for the City to defend one TORT liability claim for a personal injury accident (irregardless of whether the City would win or lose) would likely exceed the City's annual budget for snow removal and sanding operations. Unfortunately, the decision making associated with snowplowing and sanding operations (like the weather) is not an exact science. In fact, it is largely based on past experience with similar conditions. There are also times when it is not snowing but blowing and drifting conditions require that we commence operations. For the City's Street Maintenance Department, it sometimes seems like a no -win situation when we receive resident calls and complaints for not plowing the smaller nuisance -type snowfalls. Worse yet, unplowed local streets (even from small snowfalls) tend to turn into compacted, icy road problems with a week thereafter. I can tell you though, that we try to run the operations as efficiently as possible without compromising safety. In fact, you indicated seeing a "very big tractor" plowing snow on your street. Implementing loaders and graders to plow snow in the winter makes them more useable year round pieces of equipment and reduces the overall number of plow trucks the City needs to have in the fleet to perform these operations. A complete plow truck costs over $80,000.00. In closing, I do share your concerns for spending tax dollars wisely. I also hope that you can now understand that the decision making process is not always clear cut, however, above all, public safety cannot be compromised. Sincerely, CIT CHANH N Charles D. Folch, P.E. Director of Public Works C4 1A, e J r LAr A y wCJ 'Q W /Q .S . /v r CDF :jms y' i v 1, �✓ c: Don Ashworth, City Manager w /attachment Mike Wegler, Street Superintendent w /attachment Scott Harr, Public Safety Director w /attachment g: \ene charles\letters \battani CA/ . /7"- w as re 7„-:, PO ,9 1 J 1 1 L GV G. ti 4 L r/' "" ^ ,V a / CITY OF CHANHASSEN November 9, 1995 City Offices Lo�4� /s .> _ � �� �� ws��.�✓ Chanhassen, MN. 55317 Mr. Don Ashworth City Manager • �`- ���.��� Dear Don, I am writing you in response to the article that appeared in the Chanhassen Villager dated November 9, 1995, that was titled "Chanhassen strives to cut $90,000 from budget ". Reading that article today was particularly disturbing. The reason? At 6:45 am this morning, after what was officially recorded as a 1" snow fall over night, the snow plows hit my neighborhood. They were "PLOWING" a 1" snow, and using a very big tractor to do it with. Then to further compound this waste of both time and money along came a dump truck spreading the sand mixture throughout the neighborhood. This is particularly troubling on several accounts. First, there's not a professional snow plow company that under contract would bother to plow anything under 2" and expect to stay profitable. Yet the City of Chanhassen has the trucks out with what appears to be no guideline as to when plowing is necessary. 2. In a time when we neighborhoods are trying to help the city out by block contracting trash removal so as to keep excessive heavy truck equipment off our residential streets in an effort to cut down on road repair and maintenance costs, the City thinks nothing of it to plow /scrape the street surfaces unnecessarily. We will end up paying that price too in tax dollars. 3. Even if there are dollars already earmarked for this snow removal service, why waste it now on an incidental snowfall. If the winter turns out to be particularly bad, will we run out of money or resources when we really need it? 4. And the most astounding part of all this is that the weather report called for it to continue to warm up today to near 40 degrees and rain. We have the national weather service located right in our city but nobody apparently had the foresight to check with them before they made a decision to run the trucks. Budget cuts ? ?? How about budget waste. Or better yet, maybe a city running out of control. Is it any wonder that referendums for more money get turned down regularly. The people in City Hall may think we don't care. In fact we do care and when we see these types of waste going on year round, why would you expect us to grant any more money. Let's get control of those money spending areas first and maybe the last $90,000 that you feel will create pain are not painful at all. By the way, the snow was melted by early afternoon. Sincgrel Ed Battani 6 5f 7 4q.�kftS fi� )< e�zt /zv Meo SS RECEIVED Nov j1995 CI 1 Y OF CMNHA,na,,