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A. Proposes Assmt 04 Res StreetA CITY OF CHANHASSEN 7700 Market Boulevard PO Box 147 Chanhassen, MN 55317 Administration Phone: 952.227.1100 Fax: 952.227.1110 MEMORANDUM TO: Todd Gerhardt, City Manager FROM: Paul Oehme, City Engineer/Dir. of Public Works ~h~,<~ .A9 DATE: February 2, 2004 SUB& Update on Proposed Assessments for 2004 Residential Street Project No. 04-01 Building Inspections Phone: 9522271180 Fax: 952.2271190 Engineering Phone:9522271160 Fax:952.227117g Finance Phone:952227,1140 Fax:952227.1110 Park & Recreation Phone: 952.2271120 Fax: 952.227.1110 Recreation Cenler 2310 Coulter Boulevard Phone: 952.227.1400 Fax: 9522271404 Planning & Natural Resources Phone: 952227.1130 Fax: 9522271110 Public Works 1591 Park Road Phone: 952.227.1300 Fax: 952.227.1310 Senior Center Phone: 9522271125 Fax: 9522271110 Web Site w~,ci chanhassen mn.us Council held a public meeting on September 22, 2003 to discuss the 2004 Street Reconstruction project. At this meeting, residents expressed concern about the amount of assessment that is being proposed for the street reconstruction project. Staff was directed to evaluate alternative mechanisms to help fund the street reconstruction project and to calculate alternative funding options. Attached to this memo are several alternative assessment options that Council may consider for this year's residential street reconstruction project. All of these options can be evaluated and changed based on Council's wishes. Staff has broken out each of the main construction items and calculated a proposed assessment based on the current City practice of assessing 40% of the project cost to the benefiting property owners. The project has 32 properties proposed to be assessed and assessments are based on a per lot analysis. Each assessment option has a proposed project funding total. Staff also looked at the project scope again and developed some cost saving items. The largest of these cost saving items is to spot repair the sanitary sewer and services rather than replace the entire system. After Council approved initiating a feasibility report, staff hired a company to video tape the sanitary sewer and service wyes and generate a report identifying all defects and problems with the sewer system. The tape and report showed only minor problems with the sewer system. These problems included a few hairline transverse cracks, a few separated joints, root intrusion at some joints and a small sag in a portion of the sewer main. No service wyes were shown to be in need of replacement. Most of these problems can be fixed with short flexible liners that are glued to the damaged areas. Also, treated grout can be used in several areas to fix offset joints or fix minor separated joints. The treated grout is also used to hinder additional root intrusion at joints. These types of fixes are readily used in the industry to fix minor problems in sewer systems. A minimum of 60 ft. of sewer main is proposed to be replaced to eliminate the sag in the sewer pipe. The approximate cost for short liners, grouting and fixing the sag in the sewer pipe is $39,000. If the entire sewer system were to be replaced, the cost is estimated to be $117,000. Obviously, there is some risk associated with keeping the existing sewer. In this case, it is probably worth the added risk of keeping the existing sewer based on the television inspection, the longevity of clay pipe, the geoteclmical report, construction-related issues and cost savings. Assessment roll Option 1 is similar to the assessment roll that Council previously evaluated. This option assumes the benefiting property owners would be assessed 40% of each construction item. This assessment option assumes that only minor repairs to the sewer system are included in the project scope. The assessment to each property owner is estimated to be $11,786.88. The City of Chanhassen · A growing community with clean lakes, quality schools, a charming downtown, thriving businesses, winding trails, and beautiful parks. ^ great place lo live, work, and play Todd Gerhardt February 2, 2004 Page 2 On January 26, 2004, Council increased the fees for sewer and water usage and hook up charges. Some of the increases in fees were allocated to fund replacement of utilities in street reconstruction areas. Option 2 has the City funding 100% of the utility improvements in the reconstruction area. The property owners would only be responsible for participating in 40% of the cost for street and sidewalk improvements. The assessment to each property owner for this option is estimated at $8,832.02. Option 3 assumes the City would pay 100% of the utility improvements and for the cost of the street structural improvements. This option also assumes the sidewalk improvements are not included in the project. Currently, this area does not have sidewalks. To construct sidewalks in this area, additional grading and restoration would need to take place on the properties. Additionally, some trees and landscaping may need to be removed or relocated. Mail boxes may need to be moved to the opposite side of the street where the sidewalk is constructed. Maintenance of the private utilities may be more difficult because some existing utilities would be located under the sidewalk. Some residents have stated they do not want the sidewalk improvement included in the project. The assessment to each property owner for this option is estimated to be $8,125.24. STAFF RECOMMENDATION Staff believes the City should fund the utility improvements for this project since Council has adopted new rates for utility usage and hook up charges. Funding or scope of the other items in the project can be based on the level of participation Council feels is appropriate for this project. Both Options 2 and 3 are within funding guidelines set in the 2004 Capital Improvements Plan. An 8-year assessment is proposed with an annual interest rate of 6%. The property owner would always have the option of paying the assessment off early. Attachment: 1. Assessment Options. 2. Assessment Policy Survey Results dated 2/02. Bruce De$ong, Finance Director Phil Gravel, Bonestroo & Associates g:\eng\public\04-01~residential street project update 2-2-04,doc 2004 RESIDENTIAL STREET IMPROVEMENT PROJECT ASSESSMENT OPTIONS PROJECT NO. 04-01 ASSESSMENT OPTION #1 PRELIMINARY ASSESSMENT ROLL ALL ITEMS PROPOSED TO BE ASSESSED No. Address Street Street Total Structural Imp. Curb & Gutter Sanitary Water Storm Sidewalk Assessment 1 Per Parcel $5,135.91 $2,391.21 $598.12 $487.57 $1,773.37 $693.92 $706.78 $11,786.88 32 $164,349.12 $76,518.72 $19,139.84 $15,602.24 $56,747.84 $22,205.44 $22,616.96 $377,180.16 COHHENT: PROPOSED ASSESSHENT PER PARCEL PROPOSED FUNDING ASSESSMENTS SEWER AND WATER FUND STORM SEWER FUND AD VALOREM TAX ASSESSMENT OPTION #2 PRELIMINARY ASSESSMENT ROLL CITY PROPOSED TO PICK UP 100% OF UTILITY COST $377,180 $108,525 $33,308 $542,161 $1,061,174 NO. Address Street Street Curb & Gutter Sidewalk Total Structurallmp. Assessment 1 Per Parcel $5,135.91 $2,391.21 $598.12 $706.78 $8,832.02 32 $164,349.12 $76,518.72 $19,139.84 $22,616.96 $282,624.64 CONHENT: PROPOSED ASSESSNENT PER PARCEL ASSESSMENT OPTION #3 PRELIMINARY ASSESSMENT ROLL PROPOSED FUNDING ASSESSMENTS SEWER AND WATER FUND STORM SEWER FUND AD VALOREM TAX $282,625 $299,099 $55,514 $423,937 $1,061,174 OPTION INCLUDES ASSESSMENTS FOR STREETS AND CURB & GUTTER ONLY THIS OPTION ALSO ASSUMES THE SIDEWALK IMPROVEMENTS WILL NOT BE INCLUDED IN THE PROJECT Street Total No. Address Street Curb & Gutter Structural Imp. Assessmen' 1 Per Parcel $5,135.91 $2,391.21 $598.12 $8,125.24 32 $164,349.12 $76,518.72 $19,139.84 $260,007.68 COHHENT: PROPOSED ASSESSMENT PER PARCEL PROPOSED FUNDING ASSESSMENTS SEWER AND WATER FUND STORM SEWER FUND AD VALOREM TAX TOTALPROJECT COST $260,008 $299,099 $55,514 $390,012 $1,004,632 $1,004,632 CITY OF CHANHASSEN ASSESSMENT POLICY SURVEY RESULTS February, 2002 citY?Name Street ReC0nstruCfi0h :~¥M~ &:Oveda~ Waterman (neW) Watermain : Sanitary : Sanita~er (re~iac~t) Sewer (ne~) (rePiacem~n~iii~ti~) ~t~ S Andover Yes No (general fund) Yes (area, connection No specific policy. Yes (area, No specific policy. If minor, 100% to develop and lateral charges) If minor, typically connection and typically paid from If part of a larger paid from lateral charges) maintenance funds, drainage area maintenance developed and a funds, trunk costs. On MSA funds will fl improvements. ~ above are b/pica Bloomington Based on land use as Not addressed. Assessed on the Not addressed. Assessed on Not addressed. One-half of the c follows: adjusted front foot the adjusted is assessed dire~ (1 ) Single*family and two- basis. Only that front foot basis, properties in an family land use as based property within 150 Only that remaining half p~ on the City Assessor's feet of the street right- property within Obligation funds records at a rate equal to of-way is considered 150 feet of the 25% of that year's cost on served by and street right-of- residential street pavement assessed for sanitary way is reconstruction projects, sewer and water considered with the remaining 75% laterals. All other served by and paid from city-wide general property - more assessed for property taxes, distant than 150 feet sanitary sewer (2) All other land uses at a from the street right- and water rate equal to 50% of that of-way may be subject laterals. All year's cost on residential to "connection other property street pavement charges" or future - more distant reconstruction projects, assessments, than 150 feet with the remaining 50% from the street paid from city-wide general right-of-way property taxes, may be subject (3) Any streets not eligible to "connection for surfacing reconstruction charges" or under the Pavement future Management Program assessments. shall be assessed at a rate equal to 70% of the cost of the surfacing. Brooklyn 70% of total project costs Funded by the general 100% Funded by the 100% Funded by the sanitary 100% Park assessed to benefiting fund street maintenance water public utility sewer public utility operating Maintenance fun properties. The remaining budget, operating and and reserve funds, sewer public utili 30% will be absorbed by reserve funds, budget. the city. Assessment rates ara established annually by Council resolution. Page 1 of 9 CITY OF CHANHASSEN ASSESSMENT POLICY SURVEY RESULTS February, 2002 Street Reconstruction::: ~M!!~,~Overfa¥ :::~ ~ :City. Name Wa{e~an~n~W~ : ~:Watermain ~ sa~i~ ~,~ : !~ Santa~S~e~ ::Q~ , . . ~.~...~, {new) (rep acement/rehal~ ~tation) Storm Champlin 50% Not addressed 100% 50% 100% 50% 100% Crookston Crookston reduces the 100% 100% None (property 100% None (property owners pay a Included in stre{ cost to be assessed by owners pay a monthly O/M charge). contributing $35 per monthly O/M abutting foot of benefited charge). property, and then assesses the balance on a front footage or side street footage basis. In the case of a side street benefit, we spread the cost to be assessed 1/2 way to the next platted street. A side street benefit rate is calculated by dividing the cost to be assessed by the total front footage measured perpendicular (usually, depending on the plat layout) away from the improved side street. It doesn't matter if your property is on the corner and is adjacent to 50 percent of the improved street, or if you live 250 feet away from the improved street on the interior of the block adjacent to the improvement. Both pay the same rate per foot which is multiplied times the front footage of your parcel. On a Municipal State Aid street, property is assessed at the flat rate of $30.00 per front foot, regardless of project cost. Edina 100% for local streets General Fund 100% Utility Fund 100% Utility Fund 100% if with dev State Aid: $20/foot for residential and $45/foot for otherwise out of commercial Page 2 of 9 CITY OF CHANHASSEN ASSESSMENT POLICY SURVEY RESULTS February, 2002 I (rep acemen'drehab~ itafion) Farmington 35% 35%? Service lines and 35% Service lines 35% 100% laterals: 100% and laterals: Sealcoating: 50% 100% City pays 100% of trunk lines. City pays 100% of trunk lines. Hopkins 70% of total project costs Full-depth 100% No (water utility 100% No No (funded throu to benefiting property milling/overlay and funds) utility) owners. Single-family pavement reclamation is property is assessed at folly assessable as in 50% of cost of a typical reconstruction, Full- local street for major depth mill can be any (MSA) streets, m/o greater or equal to 4" in depth. Hutchinson 100% of direct frontage. 50% 100% (City pays for 100% city cost for 100% 100% city cost except for 100% City pays for intersections oversizing above 8" main line. services (100% assessed). and side yards up to 130' for residential and Services 100% (take total project cost over 10" on assessed. divided by 2 times commercial/industrial). centerline footage for rate). City also pays for oversizing (depth/width) on trunk rsutes. State Aid routes are assessed the same as other routes. Jordan 70% City Generally not assessed. 100% 70% City 100% 70% City Assessed agains 30% Property owners Funded through the 30% Property 30% Property Owners parcel on an are; General Fund Owners Mahtomedi 50% 30% 100% No history 100% None 65% Mankato $59.50/front foot for $15.00/foot includes Actual cost Not assessed - Actual cost by Not assessed - replacement Actual total cost complete replacement underdrain replacement is 7% service area is 7% of monthly rate including drainage, walks, of monthly rate structure trees, curb and ~utter structure Maple Grove 50% - 100% of non- None 100% None 100% None 100% for new de~ existing features Included in street costs Page 3 of 9 CITY OF CHANHASSEN ASSESSMENT POLICY SURVEY RESULTS February, 2002 ~, Watermain SanitarY SanitarY Sewer City N'~me Street Reconstruc~0n Mill & oVerlay watermain (iiew) (repra~nt) SeWer(new) (repia~e~d~habiiitati~ni sto~ Oakdale Generally assess for street Overlays are assessed Projects initiated by a No (financed out of Projects No (financed out of Utility Projects initiate¢ reconstructs as the cost to on a similar approach, property owner shall Utility Reserve initiated by a Reserve Fund). shall have their I remove and replace $12 per foot for single require a developer's Fund). property owner determined by I; asphalt on a minimum family, $15 for mu[ti agreement outlining shall require a area and rate of standard street in a typical family, and $18 for the method of developer's neighborhood. Generally it commercial/industrial, assessment and the agreement is $40 per foot up to the amount of City outlining the minimum lot width as Overlays to postpone participation method of required for the zoning the reconstruction of a authorized by the City assessment distdct, $55 for multi-family roadway shall be Council. The City's and the amount and $75 for assessed to the abutting share shall be of City commemial/industrial, property owners based financed with participation on land use. water/sewer access authorized by Roadway reconstruction charge (WAC/SAC) the City projects accelerated on Overlays done to assure funds. Council. The account of utility a roadway reaches its City's share replacement projects shall design life shall not shall be be financed through the required abutting financed with Utility Reserve Fund in property participation, water/sewer proportion to the remaining access charge design life of the street. (WAC/SAC) funds. Page 4 of 9 ITl ~) Z ;0 Ill r- --I CITY OF CHANHASSEN ASSESSMENT POLICY SURVEY RESULTS February, 2002 city Name Street ReconS~tiOn Mill & Overta~ watermain (new) Watermain Sanitary~ sanitary Sewer (replacement) se~r (new) (rep acementJ~habili~fi 6n): Storm Red Wing 25% of Typical Street None 100% assessed; All services from 100% All services from sanitary 100% assessed Reconstruction however, City pays for main to R.O.W. assessed. City sewer main to R.O.W. owner/develope Cost Assessed to property oversizing above 8" assessed to pays for any assessed to property owner, any oversizing t owners, Set once a year diameter residential property owner, oversizing to City pays for main development acc by Council Resolution and above what's Must replace if serve beyond replacement. Water Master Pi regardless of actual needed for particular service is over 50 development. construction cost. Currently development in Years old. No Must pay to set at $18.00/I.f. includes industrial/commercial, assessment for extend through curb & gutter. This allows Must extend through main replacement, development. us to communicate costs development. upfront for property owners which seems more acceptable. 50% break up to first 150 feet on corner or double fronted lots for second street. Robbinsdale 100% 100% 100% No (funded 100% No (funded through sanitary No (funded throu through water sewer utility fund) utility fund) utility fund) Roseville 100% of standard street Not addressed 100% No 100% No 100% (Received 2 size (7-ton, 32-foot wide) responses) Page 6 of 9 CITY OF CHANHASSEN ASSESSMENT POLICY SURVEY RESULTS February, 2002 city Name Street ReconstruCtion Mil)& Overlay Waterrnain (hew) I Watenltain Sanitary Sanitary Sewer I (replacement) SeWer (~6w)(~piacement~habiiitafi0n), storms Roseville Upgrading temporary Not addressed. 100% Assessed on a 100% Assessed on a front-footage 25% of the cost o (Received 2 public roadways: The front-footage basis basis with all types of land divided by the nun responses) following assessment with all types of use and zoning being assessed. ! formulas shaJI apply: land use and identically assessed. 1. On street paving zoning being projects, at least 25% of identically Added costs for oversizing the cost for the project to assessed, will be subtracted from the be obtained from sources total cost before calculating other than ad valorem Added costs for assessments. taxes, oversizing will be 2. R-1 and R-2 property subtracted from that is not tax-exempt shall the total cost be assessed a minimum of before calculating 22% of the actual cost for a assessments. 7-ton, 32-foot wide pavement with concrete curb and gutter and routine drainage. 3. R-1 and R-2 property which is not tax-exempt shall be assessed at a rate of a 7-ton, 32-foot wide pavement with concrete curb and gutter and routine drainage, even if the width or strength is greater. 4. All tax-exempt property regardless of zoning classification such as, but not limited to, schools, churches, parks and governmental land, to be assessed on an assessable footage bsis at 100% of the cost of a 7-ton roadway, 5. A~t other property not covered in 1-4 above to be assessed on an assessable footage basis at 100% of the cost for the specific type of roadway on which they abut, based on the costs for that segment of the entire project including the roadway Page 7, )f9 abutting the property. CITY OF CHANHASSEN ASSESSMENT POLICY SURVEY RESULTS February, 2002 cityName StreetReC0,StructiOn Mi &overdY Wdt rmAi~ Waterman Sanitary Sanitary Sewer ~ . . e (n~ (replaCement) Sewer(neW) : {repi~cemeh~.eha~ilitati0n) South St. Assessed based on the Same as reconstruction 100% No assessment if 100% No assessment when done 100% Paul width of the lot times the except established rate watermain is as part of the sewer established rate per foot per foot is lower, i.e. replaced as a separation program or street (1990-$28/ft; 1996- 1998-$10/ft; 2002- result of defects reconstruction or if the $35.50/ft; 2002-$41/ft). $11/ft. Maximum sanitary sewer main is For single-family and footage to be assessed replaced as a result of duplex ras[dence uses, the is 75 feet. defects. maximum amount of footage to be assessed for the frontage along any one street for each pamel shall be 75 feet. No assessments for sideyards of corner lots for single- family and duplex residence uses. St. Paul No No 100% No 100% No 100% Page 8 of 9 CITY OF CHANHASSEN ASSESSMENT POLICY SURVEY RESULTS February, 2002 Watermain ; Sanitary Sanitary SeWer CityName Street Reconstruction Mili&o~eriaY Watermain (new) (replaCement) ! ~c'~=;' (new) (rePiacem~ntj~habiiita~i0n) Storm Waseca 1. Residential, duplex Overlay projects will be 100% assessed on a No special 100% No special assessments No special asse residential, parks and other assessed at the same per foot basis assessments assessed on a except for properties that levied for constn city owned properties rate as reconstructed except for per foot basis have not been previously reconstruction ol subject to reconstruction streets for the oveday properties that assessed for these utilities systems within ti assessed at a rate of 30% project costs. Overlays have not been (calculated on a case-by- as part of the Pa of the total project cost. are used when called previously case basis). Management Pn 2. Multiple dwelling land for under the Pavement assessed for these upgrading or inc use properties (more than Management Policy. utilities (calcuJated the storm sewer duplex units) assessed at a on a case-by-case involve an area rate of 40% of the total basis). project cost. a square foot ba 3. Church, school and contributing ares other tax exempt land uses Council's discret assessed at a rate of 40% any new develor of the total project cost. may also be sub 4. State Aid Streets: assessment at Residential and duplex City Council. residential properties that have frontage on a Municipal State Aid street will be assessed at 75% of the rate for the standard residential rate. All other properties will be assessed at their standard rate. Willmar 75% owners 75% owners 100% developer, with 75% owners 100% 75% owner 100% developer, 25% city 25% city city picking up 25% city developer, with 25% city city project oversizing city picking up oversizin~ Worthington City assumes cost for None Costs for lateral Limited Same as Would be the same as Assessed on a a center 24 feet, remainder equivalent (8") is assessment when watermain watermain; however, as a established, limit is assessed except costs assessed on a per upgrade in service (normal budal practical matter there is no attributable to additional connection or per occurs, that is 4" depth also upgrade possible. street width/strength assessable foot basis; are being replaced assumed for relative to abutting land additionalassessment - this has not been lateral use. for trunk system costs done in many equivalent) assessed per acre cases because of limited assessment compared to administration costs. Page 9 of 9