091205 CC WS AgP
CITY OF SHOREWOOD
CITY COUNCIL WORK SESSION
MONDAY, SEPTEMBER 12, 2005
AGENDA
1. CONVENE CITY COUNCIL WORK SESSION
A. Roll Call
B. Review Agenda
2. MUNICIPAL WATER SYSTEM
3. ROADWAY AND R-O-W STANDARDS
4. TRAIL PROCESS
5. ASSESSMENT POLICY DISCUSSION
6. ACCOUNTING CLERK 1 POSITION
7. ADJOURN
5755 C'OUNTRY CLUB ROAD
COUNCIL CHAMBERS
8:00 PM or Immediately Following
Regular Council Meeting
Mayor Love_
Lizee
Turgeon _
Callies
Wellens
CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD. SHOREWOOD, MINNESOTA 55331-8927. (952) 474-3236
FAX (952) 474-0128 · www.cLshorewood.mn.us . cityhall@cLshorewood.mn.us
MEMORANDUM
TO:
Mayor and City Council
FROM:
Brad Nielsen
DATE:
8 September 2005
RE:
Water Policy Discussion - Brief History/Current Policy
FILE NO.
Comm. Fac. (City Water)
The Council has scheduled a work session for Monday night to talk about a number of
city infrastructure issues, not the least of which is city water. Staff feels it would be
useful to provide some background on past water policy and update the Council as to
the current policy.
Exhibit A, attached is a brief history of the City's policy on municipal water prior to
that which is currently expressed in the Comprehensive Plan. The pertinent sections
of to day's Comprehensive Plan are attached as Exhibit B. The water section of the
Plan is then implemented through Chapter 903 of the City Code.
Cc: Craig Dawson
Larry Brown
Tim Keane
Bonnie Burton
n
'-~ PRINTED ON RECYCLED PAPER
#J.
Water Policies - Past and Present
3/29/99
Policy Prior to 1995 Comp Plan
1. Anyone can get water from any available source (i.e. private wells, small,
centralized systems, connection to adjoining community system, connection to an
existing Shorewood system or extension of an existing Shorewood system).
2. With the exception of commercial (nonresidential) and multiple-family residential
properties, no one will be required to connect to, or pay for, City water (until they
choose to connect).
3. Anyone may extend and connect to City water, provided those who want it are
willing to pay 100 percent of the cost.
Example: If nine out of 12 residents in a neighborhood want water, the nine will
pay the entire cost. Subsequent hookup fees go into the water fund.
4. Unless previously assessed, properties connecting to the existing system must pay
a connection charge (currently $4000*). Credit is allowed (currently up to $2000)
where trunk or lateral lines must be extended.
*Present fee is $5000
1995 Comprehensive Plan
1. Extend water to entire city (with exceptions for financially, or physically
infeasible areas) over 10 years (later revised to 20 years).
2. Short term objectives:
a. Analyze current system to determine the limits and capacities of the current
independent systems. Done.
b. Provide reliable source of water for fire protection where water exists (i.e.
water tower on west end and interconnects with other cities).
c. Enhance viability of west end system; provide elevated storage. Done.
d. Make water available to a senior housing project.
e. Finance elevated storage on west end by means of private development fees,
T.I.F. for senior housing, and other funding sources. Done. Heritage, Marsh
Pointe, Watten Ponds, Smithtown Circle paid $10,000 per lot for water. City
of Victoria paid $232,000 for interconnect on south end of Smith town.
Existing residents along water main extensions were assessed $5000 for water
availability. The plan for financing is, however, dependent upon future water
revenues.
f. Coordinate road improvement projects with water main projects. Done in tl'~
case of Eureka Road north and Church Road.
-1-
Exhibit A
3. Long term objectives:
a. Interconnect all water systems. Done in the case of Boulder Bridge and
Badger systems. Partially done for Amesbury and Southeast Area.
b. Examine multiple jurisdiction water utility district.
c. Establish a depreciation fund for system replacement.
d. Provide water to as many residents as is feasible.
4. Analysis of existing and future system resulted in following fee structure:
a. Existing lot of record (single-family)- $5000.
b. Newly created lot (single-family)- $5000 assessment plus $5000 trunk charge
(trunk has since been changed to connection charge).
c. Developer can petition to have the connection charge assessed as well as the
assessment.
d. Multiple-family residential and nonresidential are subject to formula using
$5000 base and $5000 connection fee.
5. New development must connect to City water where feasible. Ifnot feasible,
development pays $5000 per lot trunk charge, plus recorded agreements require
assessment to be paid at such time as water is available.
6. Hookup to the system is not mandatory.
Current Policy
1. No water extensions programmed in C.I.P.
2. Completely voluntary system. Anyone can get water from any available source
(i.e. private wells, small, centralized systems, connection to adjoining community
system, connection to an existing Shorewood system, or expansion of an existing
Shorewood system).
3. With the exception of commercial (nonresidential) and multiple-family residential
properties, no one will be required to connect to, or pay for, City water (until they
choose to connect).
4. Anyone may extend and connect to City water, provided those who want it are
willing to pay 100 percent of the total cost. Further, those who are unwilling to
pay initially must approve the extension. Ifthey connect later, the connection
charge goes to the water fund.
5. Previously assessed lots are subject to the $5000 assessment and $5000
connection charges. Extensions of water main to existing lots are subject to the
$5000 assessment or the cost of the improvement whichever is greater. Credit
may be given based upon future projected water revenues.
-2-
6. Newly created lots are not required to connect to the system. If the developer
chooses to connect to the system, newly created lots pay $10,000 less any
previous assessments.
7. Amendments to the water policy require a public hearing, notice of which must be
published in the official newspaper and in the City newsletter.
Note: One policy that has remained constant throughout the years is that all water main
extensions must be consistent with the overall water system plan, originally adopted in
1984 and updated in 1996. This applies to the sizing of pipes.
-3-
system located in wet soils were televised, sealed and repaired with noticeable results in
decreased flows through lift stations. The City also initiated an aggressive sump pump
inspection program to identify and correct properties that previously pumped or drained
stOlmwater into the sanitary sewer. The City should continue to monitor and analyze data from
its lift stations and from, the MWCC to identify problem sections of the system. These sections
should be televised, sealed and repaired.
In addition to reducing III, the City has established a routine sewer maintenance program.
Manholes are inspected on a periodic basis and sewers are flushed at minimum once every five
years.
The City requires that all new development connect to the sanitary sewer system. Although new
on-site septic systems are prohibited, a small number of systems remain in existence. These
systems should be identified and, where feasible, required to connect. Regulations to this effect
already exist within the City Code.
Remaining new segments of the municipal system will be constructed and paid for as part of
private development projects. Gravity sewer is to be encouraged, while lift stations are to be
allowed only when gravity service is technically and economically not feasible.
Municipal Water
Shorewood's municipal water system consists of five separate systems as shown on the following
page. Approximately 40 percent of the households in Shorewood are connected to the system.
In 1984 the City prepared a Comprehensive Water Study to serve as a guide for the development
of an overall system. The Study was updated in 1990 and again in 1996 after which the City
initiated a plan for extending water throughout the community over a ten to twenty-year period.
Since then the City Council has determined that the majority of Shorewood residents did not
support such an aggressive approach to the construction of a city-wide system. Consequently,
the direction at this time is to concentrate on making the existing system as reliable and
financially viable as possible, and to serve residents where demand can be demonstrated.
The City's water policies and codes should be updated based upon the following guidelines:
. The overall water system is to remain financially self-supporting.
. Any future extensions of city water must be consistent with the overall plan for city water
(Le. pipe sizes).
. With the exception of commercial and multiple-family residential, no one is required to
physically connect to the system. Further, existing wells can be maintained and new
wells can be drilled.
. New development of more than three lots shall provide city water where it is technically
and financially feasible.
. Allow water main extensions to provide water to residents where technically and
financially feasible and where demand can be demonstrated. Consider a super-majority
of residents as being demand for water extensions.
8/99
CF-14
Exhibit B
...............
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LAKE
M1NNETONKA
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Watermain Location Map
Cl)
Watermain Location
2000
I
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2000
4000 Feet
CF-15
G.T.S. Services bv WSB & Associates
The City will continue to examine ways to provide water as economically as possible. Future
planning should include the preparation of engineering estimates for various logical extensions of
water main. These estimates should be updated annually to advise residents of approximate
water costs. Feasibility studies will be prepared based upon interest. Water main extension
should be considered in all projects, providing adequate right-of-way, if nothing else. Finally,
the City should explore the demand for water in conjunction with all street reconstruction
projects.
Storm Sewer
In 1975 the City prepared a Comprehensive Storm Water Study which identified 16
subwatershed districts within the community (see page CF-19). The Purgatory Creek drainage
district and part of the Carson Bay district is located in the Riley-Purgatory-Bluff Creek
Watershed. The remaining 15 drainage districts are located within the Minnehaha Creek
Watershed. While the study proposed substantial reliance on natural drainage systems,
particularly the preservation and use of wetlands, a number of areas were proposed to be served
by storm sewer. New development has, for the most part, been required to install storm water
drainage facilities consistent with the 1975 study. Certain areas which developed prior to the
Stormwater Study, however, have experienced drainage problems which have been difficult and
expensive to COl1'ect. The City has adopted a three-part program to address drainage problems:
1. A stormwater management utility has been established, funds from which are used
in two ways. Half of the annual revenue from the utility is set aside for large
drainage projects. The remaining funds are used on an annual basis for
maintenance or small drainage projects. Projects will be prioritized and
programmed based on the following criteria:
a.
8/99
Public Safety and Health. Primary attention will be paid to those projects
that impact the public health or safety. These projects include ice
problems on the road, erosion that is causing a hazardous structural
problem (i.e. undermining a road), or storm water that is causing a
significant health problem (such as flooding the sanitary system).
b.
Substantial Financial Impact to the City. This category includes those
projects that, while not endangering the public health, will still have a
negative impact on the residents as a whole. Projects in this category
include minor infrastructure replacement that cannot be funded cost
effectively by other means. Other potential projects include erosion
causing property damage and minor structure replacement.
c.
Public Nuisance. This category includes those projects that cannot be
considered a substantial hazard, are not likely to cause a financial loss to
the City, but are a public nuisance. These projects include standing water
in the roadway, unwanted flooding in public parks, and minor erosion
projects.
d.
Private Nuisance. Finally, those projects that are a nuisance to a single
residence or small group of residences that the City Council deems that the
City has some responsibility to help correct. These projects include those
CF- 17
\
CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD · SHOREWOOD, MINNESOTA 55331-8927 · (952) 474-3236
FAX (952) 474-0128. www.cLshorewood.mn.us. cityhall@cLshorewood.mn.us
MEMORANDUM
TO:
FROM:
City Council
Craig Dawson, City Administrator
Larry Brown, Director of Public Works
Bonnie Burton, Director of Finance
Brad Nielsen, Director of Planning
September 8, 2005
Discussion of Infrastructure. Improvement Planning and Financing --
City Council Work Session
DATE:
SUBJECT:
City Council has requested discussion of improvements to the City's infrastructure systems and
financing them. This work session is likely the first of several that will be needed to review and
develop new policies and strategies to achieve the goals ofthe Council.
The infrastructure systems are interrelated, and consequently improvements to them need to be
viewed in an integrated manner. Staff is prepared to begin review and get into details of individual
types of infrastructure.
It would be helpful to begin discussions to develop some philosophical agreement about what is
important in (re-)developing the City's infrastructure.
. The look, feel, and appearance of Shorewood? What should that be?
. Minimizing long-term maintenance costs?
. Having uniformity or flexibility? What should we be flexible about?
. Gradual changes (perhaps on an as-needed or as-the-opportunity arises basis), or a plan that
will be accomplished over a set period of time?
The City's Comprehensive Plan contains policies regarding the City's approach to changing its
infrastructure, and the Plan may need to be amended to reflect the Council's preferences.
Below is an outline of what staffwill cover at the work session, and some of the policy questions that
will need to be addressed:
I. City Water System
. Historic Overview
. Current policy/implementation
. 1990s Study re: plan/cost esij.wJ.ates to "comolete" water system
'-" PRINTED ON REcvtLED PAPER
Infrastructure Improvement Planning and Financing
September 12, 2005, City Council Work Session
Page 2
~
. Cost-effectiveness of installing watermain & stubs w/street projects
. Financing of improvements
o Connection charges
o Special assessments
o Water revenue bonds
Policy Matters
. Program for extending water infrastructure
o Requirements re: Connection
.0 Program for installation with street improvements
o Responsibility regarding paying for feasibility studies
II. Street Reconstruction/Rehabilitation, Right-of-Way Standards
. Overview of overall condition of City's streets
o Highlight City's pavement management system
. Types of street reconstruction
o Overlay
o Reclamation/rehabilitation
o Reconstruction/replacement
. Things to lengthen the life of pavement
o Edge control (curb & gutter)
o Seal coat
. Drainage/stormwater considerations
. Other considerations
o Undergrounding of utilities
o Provision for off-street transportation (e.g., sidewalks, trails)
o Streetlighting
o Inspect/replace sewers & appurtenances
o Provide for City water?
. City's requirements for new streets
o Subdivision standards
o Fire code standards
. Financing
o Roadway Fund
o MSA
o Roadway bonds
o Street utilities (proposed to Legislature)
o Special assessments
Policy Matters
. Do we reconstruct/rehabilitate according to standards for new infrastructure?
. What do we do if we don't want to bring streets, etc., up to new standards?
. A comprehensive/systematic program for all streets, or on a longer piecemeal basis?
o Refer to study/plan re: assessments done - 10 yrs ago
t
Infrastructure Improvement Planning and Financing
September 12, 2005, City Council Work Session
Page 3
III. Stormwater System
. Stormwater Utility
. Treated as a system
. Upcoming costly mandates to comply with (NPDES II)
. Financing
o Stormwater Utility charges
o Storm sewer improvement districts
o Special assessments
· Difficulty of using special assessments
. Example: Boulder Bridge pond
Policy Matters
. Continue to treat as an integrated system?
. Consider use of storm sewer improvement districts?
IV. Trail Process
. Historic Overview
o Trails "plan"
o Process developed late 1990s
o Establishment of City's Trail Fund
o Smithtown Road reconstruction project
o Presence or lack of right-of-way
Policy Matters
. Council to review (& amend?) process
o Trails as recreation facility or transportation facility?
o Involvement of Park Commission
o An automatic consideration w/street projects, (no requirement for petition)?
V. Special Assessments
. Concept/definition of special assessment
. Caselaw limiting application of special assessment
o Assessment cannot be greater than $ benefit to property value
. Projects lending themselves to special assessment
o Streets
. MSA Chp 429; requires at least 20% of cost be assessed if City wishes to use
bonds to finance improvements
o Utilities
o Projects w/lOO% of affected property owners requesting assessment
· & agreeing to waive appeal to special assessment amount
o Others allowed by statute
),.,
~
Infrastructure Improvement Planning and Financing
September 12, 2005, City Council Work Session
Page 4
Policy Matters
. Guiding principle(s) or philosophy on use of special assessments
. Develop local improvement/special assessment policy to reflect principles/philosophy, and for
each infrastructure system
~
..
Orr
Schelen
MayeI'9n & .
AsSoci.ates,InC.
300 Park Place East
5775 Wayzata Boulevard
Minneapolis, MN 55416-1228
612-595-5775
1-800-753-5775
FAX 595-5774
Engineers
Architects
Planners
Surveyors
January 4, 1996
Honorable Mayor and City Council
City of Shorewood
5755 Country Club Road
Shorewood, MN 55331
Re: Implementation Plan
Water Distribution System
OSM Project No. 5572.08
Dear Mayor and Council Members:
We are pleased to. present this Implementation Plan Report for your consideration. The
purpose of the report is to provide the City with a plan for orderly expansion of the water
distribution system. The plan was prepared with the assistance of Larry Brown, Jim Hurm,
Brad Nielsen, AI Rolek, and Don Zdrazil. Their help is very much appreciated.
Please feel free to contact me (595.5665) or Paul Hornby (595-5696) with any questions or
comments. If you would like to meet to discuss the report, Paul and I would be pleased to
do so at your convenience.
Thank you.
Sincerely,
ORR-SCHELEN-MAYERON
& ASSOCIATES, INC.
c~
>:::.- .
Edward J. DeLaForest, P.E.
Project Manager
ce
H:\5572.08\CML\ CORRES\OI0495SHW
Equal Opportunity Employer
_ t
IMPLEMENTATION PlAN
FOR
WATER DISTRIBUTION SYSTEM
SHOREWOOD,MINNESOTA
JANUARY, 1995
ORR-SCHELEN.MAYERON & ASSOCIATES, INC.
CONSULTING ENGINEERS, ARCHITECfS, PLANNERS, SURVEYORS
300 PARK PLACE EAST
5775 WAYZATA BOULEVARD
MINNEAPOLIS, MINNESOTA 55416-1228
(612) 595-5775
OSM Project No. 5572.08
..
CERTIFICATION SHEET
I hereby certify that this plan, specification or report was
prepared by me or under my direct supervision, and that I am
a duly Registered Professional Engineer under the laws of the
State of Minnesota.
~~~- ~\..
Paul T. Hornby, P.E)
Date: January 4, 1996
Reg No. 23359
OSM Project No. 5572.08
Page i
TABLE OF CONTENTS
TITLE SHEET
LETTER OF TRANSMITTAL
CERTIFICATION
TABLE OF CONTENTS
I. INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
II. WATER DISTRIBUTION SYSTEM PHASING .................... Hi
ID. FINANCING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. vi
IV. SUMMARY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. vi
OSM Project No. 5572.08
Page ii
I. INTRODUCTION
In June 1995, a water distribution system model and evaluation report was
prepared by OSM & Associates, Inc., to provide an update to the comprehensive
water study reports developed in 1984 and 1990. These reports identified a
comprehensive water distribution system to provide a safe, reliable source of
water to all of Shorewood's residents. The purpose of this report is to identify
how to best implement the various segments of the proposed water distribution
system. Several criteria were identified to aid in prioritizing these segments. They
are:
· Alleviates low pressure in an existing area.
· Increases fire flow capacity.
· Existing and future use demands are met.
· Cost-effective in consideration of potential assessment, trunk, and user
revenues.
· Can be done concurrently with street reconstruction.
· Resident request for City water.
These prioritization criteria, along with the guidelines established in the
comprehensive plan, are the basis for the twenty-year schedule for completing the
citywide water distribution system proposed in this report.
II. WATER DISTRIBUTION SYSTEM PHASING
The plan is divided into three primary phases. The three primary phases consist
of two five-year segments followed by one ten-year segment over the years 1996
through 2015. The phasing periods provide for expansion of the existing water
distribution system by connecting the existing isolated systems, while connecting
an optimal number of system users, coordinating projected street restoration and
reconstruction schedules, satisfying prioritization criteria, and localizing
construction areas to increase phase feasibility.
A phase summary in spreadsheet format illustrates a detailed schedule of water
system expansion by year for each phase, and a color coded map is included
showing the system expansion. The phase summary spreadsheet and map is
located at the end of this system phasing section. The spreadsheet contains
information including segment prioritization by year, the code identifying the
driving force for segment implementation (first phase only), segment length,
OSM Project No. 5572.08
Page iii
projected assessment funds available, and cost estimates illustrating watermain
costs, street restoration costs, and street reconstruction for local and MSA streets.
Street restoration includes patching the existing street during watermain
construction, and street reconstruction includes rebuilding the entire street from
the subgrade to driving surface. The spreadsheet column titled "Total Amount"
includes estimated costs for watermain construction and street restoration. Local
street and MSA street reconstruction estimates are included in the spreadsheet
as a comparative illustration. The column indicated for watermain costs can be
added to the street restoration or local/MSA street reconstruction, as applicable,
to provide the City options for construction financing.
The first phase of implementation begins in 1996 and extends through the year
2000. The primary goal of this phase is to provide interconnections between the
Badger Field and Boulder Bridge systems in the western half of the City, and the
Amesbury and Silverwood systems in the northeastern and southeastern areas of
the City. Lateral expansion from the trunk extensions are incorporated to
provide a looped system, with future lateral extensions added over the next two
phases of the plan within each looped area.
The second phase covering the years 2001 through 2005, completes a looped
distribution system in the western half of the City and provides for lateral
extension within these looped areas. Work in the northeast area extends the
Amesbury distribution system from the Amesbury development west to the City
boundary with Greenwood and south to T.R. 7, leaving a few segment areas east
of Amesbury for expansion in the next phase.
Extension of the distribution system between the western and eastern half of the
City is scheduled to begin in the last two years of the second phase. This
segment expansion includes areas south of Galpin Lake and west of Christmas
Lake. System improvements to this area will give the City the ability to close the
interconnection with the City of Excelsior at Grant Street.
Phase three is scheduled over a ten year period between 2006 and 2015 in order
to assist financing and to provide options for future alterations of the schedule.
The primary goal of the third phase is to complete connection of the eastern and
western water distribution systems. This connection is scheduled to take place
between the years 2008 and 2009, and will give the City an option to abandon the
well north of Christmas Lake and west of Lake Como. The years between 2006
and 2008 are primarily intended to expand the lateral system to areas directly
south and west of the Excelsior City limits. The last five years of this third phase
are intended to complete lateral extensions to any remaining areas including
areas with private roads.
OSM Project No. 5572.08
Page iv
The projected phasing schedule is designed to be somewhat flexible to allow for
modifications that will complement financing, provide water service for residents
requesting service, and to provide service to areas with deteriorating private wells.
GRAPHICAL ILLUSTRATIONS AND SPREADSHEETS (see following sheets)
OSM Project No. 5572.08
Page v
.
iP'
III. FINANCING
Expansion of the water distribution system will be fmanced through assessments,
trunk charges, and water user fees. Local street reconstruction funds and MSA
street reconstruction funds will be used to reconstruct streets as conditions
warrant in conjunction with the expansion of the water system. This will reduce
the impact of restoring street with water fund resources.
The twenty year plan for implementation is estimated to cost between $14 million
and $15 million, based on 1995 price levels with restoration of existing streets
used for estimating purposes. Restoration of existing streets consists of patching
the pavement areas disturbed by construction activities, along with the re-
establishment of turf.
IV. SUMMARY
The Water Distribution System Implementation Plan provides for expansion of
the water system over a twenty-year period in three phases. The plan is designed
to satisfy local prioritization criteria, street reconstruction scheduling, and
comprehensive plan requirements. The plan is flexible to account for available
assessment funds, development, and City project funding needs. The plan phasing
includes estimated costs for existing street restoration, local street reconstruction,
and MSA street reconstruction in conjunction with watermain construction to
provide the City with funding resource options.
OSM Project No. 5572.08
Page vi
SHOREWOOD ,~ATER
IMPLEMENTATION PLAN,
DISTRIBUTION SYSTEM
1 9 9 6 = 2 000
YEAR
- EXISTING
- 1996
- 1997
- 1998
- 1999
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SHOREWOOD WATER DISTRIBUTION SYSTEM
IMPLEMENTATION PLAN
Pipe Locations Quantities Assessments Street Construction Method
Total Units CosVUnit Funds Trunk Water main costs Street I Local Street MSA Street
Priority Code Pice No. Street Name From To Length (ft) Size (in) Amount . .'",' Restoration I Reconstruction Reconstruction
Cost breakdown for reference use onl
1996 D 281 Eureka Rd. Smithtown Rd. Birch Bluff Rd. 2750 8 $129,411.00 36 $ 5,000.00 $ 180,000.00 $ 90,000.00 $129,411.00 $ 482,000.00
1996 I 214 Smithtown Rd. Country Club Rd. Club La 1400 16 $ 90,612.00 12 $ 5,000.00 $ 60,000.00 $ 90,612.00 $ 210,000.00
1996 I 215 Smithtown Rd. Club La. Wedaewood Dr. 1800 16 $ 118,030.50 18 $ 5,000.00 $ 90,000.00 $ 118,030.50 $ 380.500.00
1996 I 216 Smith town Rd. Wedaewood Dr. Eureka Rd. 530 16 $ 40,257.00 12 $ 5,000.00 $ 60,000.00 $ 40,257.00 $ 79,500.00
1996 D Manor Road Vine St. 200' south 200 8 $ 18,940.50 3 $ 5,000.00 $ 15,000.00 $ 10,000.00 $ 10,503.00 $ 8,437.50
1996 ST 302 StrawberrY La. Smithtown Rd. Maple Ave. 1700 12 $ 165,375.00 17 $ 5,000.00 $ 85,000.00 $ 93,582.00 $ 71,793.00 $ 383,000.00
1996 V 308 Smithtown Rd. Boulder Bridae Cir. South city limits 1200 12 $149,431.50 24 $ 5,000.00 $ 120,000.00 $ 70,000.00 $ 97,726.50 $51,705.00
Annual Totals $ 712 057.50 122 $ 610.000.00 $170.000.00 $ 580.122.00 $ 131.935.50 $ 383.000.00 $1152.000.00
1997 A 269 Wedaewood Dr. Smithtown Rd. Tonka Bav Limits 3050 8 $198,917.10 23 $ 5,000.00 $ 115.000.00 $198,917.00 $ 66,644.10 $ 306,644.00
1997 A 270 Mallard La. Wedgewood Dr. Cul-de-sac 370 8 $ 34,290.00 6 $ 5,000.00 $ 30,000.00 $ 18,306.00 $ 15,984.00 $ 72,250.00
1997 A 271 Teal La Wedgewood Dr. Cul-de-sac 250 8 $ 24,381.00 5 $ 5,000.00 $ 25,000.00 $13,567.50 $10,813.50 $ 72,250.00
1997 I 104 St A1bans Bav Rd. Excelsior Blvd. Manor Rd. 1700 12 $ 167 575.50 18 $ 5,000.00 $ 90,000.00 $ 94,270.50 $ 73 305.00
1997 I 111 St Albans Bav Rd. Excelsior Blvd. Easement 1400 8 $ 119,839.50 8 $ 5,000.00 $ 40 000.00 $ 59,508.00 $ 60,331.50
1997 I 105 Manor Rd. St Albans Bav Rd. Knightsbridae Rd. 1500 12 $ 147,933.00 17 $ 5.000.00 $ 85,000.00 $ 83,254.50 $ 64,678.50
1997 D 303 TH NO.7 Shorewood Oaks Dr Eureka Rd. 1650 12 $ 125.847.00 67 $ 5,000.00 $ 335,000.00 $ 160.000.00 $ 125,847.00
Annual Totals $ 818.783.10 144 $ 720.000.00 $ 160.000.00 $ 593,670.50 $ 291.756.60 $ 451 144.00
1998 ST 251 Timber La Smithtown Rd. Cul-de-sac 1800 8 $ 159,826.50 19 $ 5 000.00 $ 95,000.00 $ 82,269.00 $ 77.557.50 $143,100.00
1998 ST 254 Shorewood La Smithtown Rd. Cul-de-sac 950 8 $ 84,334.50 9 $ 5,000.00 $ 45,000.00 $ 43,321.50 $ 41,013.00 $ 97,000.00
1998 A 255 Echo Rd. Country Club Rd. Smithtown Rd. 2000 8 $ 182088.00 29 $ 5,000.00 $ 145.000.00 $ 95,904.00 $ 86,184.00
1998 A 291 Birch Bluff Rd. Grant Lorenz Rd. Eureka Rd. 2350 8 $ 217,633.50 39 $ 5,000.00 $ 195,000.00 $116289.00 $ 101,344.50
1998 L 306 Edaewood Rd. Noble Road Grant Lorenz Rd. 2480 8 $ 223,033.50 30 $ 5,000.00 $ 150,000.00 $116,167.50 $ 106 866.00
1998 L.R 307 Woodside Dr. Boulder Bridae Dr. Howard's Point Rd. 2400 8 $ 217.255.50 33 $ 5,000.00 $ 165,000.00 $ 113,845.50 $103,410.00
1998 R 317 Boulder Bridae Gir. Boulder Bridae Cir. Cul-de-sac 300 8 $ 30.982.50 9 $ 5,000.00 $ 45,000.00 $ 18,009.00 $ 12,973.50
1998 319 Kathleen Ct. Woodside Dr. Cul-de-sac 300 8 $ 28,917.00 6 $ 5,000.00 $ 30,000.00 $ 15,943.50 $12,973.50
1998 320 Woodside La. Woodside Dr. Cul-de-sac 300 8 $ 27,540.00 4 $ 5,000.00 $ 20,000.00 $ 14,566.50 $ 12,973.50
Annual Totals $1,171611.00 178 $ 890.000.00 $ 616.315.50 $ 555,295.50 $ 240 100.00
Code Kev: R = Reauests; L = Loop connection: ST = Street; A = Aae of well/development; 0 = New develooment; I = Interconnection; V = Victoria
T I I I I
Phasing (3)
NOTE: The estimated cost breakdown for street restoration and local street reconstruction are mutually exclusive.
h:\5572.08\civil\cost-est.xls
1/9/96 5:21 PM
SHOREWOOD WATER DISTRIBUTION SYSTEM
IMPLEMENTATION PLAN
Pipe Locations Quantities Assessments Street Construction Method
Total Units CosVUnit Funds Trunk Water main costs Street Local Street I MSA Street
Priority Code Pice No. Street Name From To Length (ft) Size (in) Amount Restoration Reconstruction I Reconstruction
Cost breakdown for reference use onl
1999 ST 212 Yellowstone Tr. Lake Linden Dr. Country Club Rd. 1700 12 $ 91,516.50 14 $ 5 000.00 $ 70,000.00 $ 91.516.50 $ 302,000.00
1999 ST 211 Lake Linden Dr. Service Rd. TH NO.7 Yellowstone Tr. 1500 12 $ 81,189.00 14 $ 5,000.00 $ 70,000.00 $ 81,189.00 $ 247,000.00
1999 A 266 Club La. Smithtown Rd. Cul-de-sac 900 8 $ 79,083.00 7 $ 5.000.00 $ 35,000.00 $ 40,257.00 $ 38,826.00
1999 A 267 Star La Smithtown Rd. Cul-de-sac 750 8 $ 65,205.00 6 $ 5,000.00 $ 30,000.00 $ 32,818.50 $ 32,386.50
1999 A 268 Star Cir. Star La. Cul-de-sac 150 8 $ 16.038.00 4 $ 5.000.00 $ 20,000.00 $ 9,504.00 $ 6,534.00
1999 A 272 Manitou La. Glen Rd. Amlee Rd. 330 8 $ 29 133.00 3 $ 5.000.00 $ 15,000.00 $ 14,890.50 $ 14.242.50
1999 A 273 Amlee Rd. Manitou La. Cul-de-sac 750 8 $ 71,401.50 15 $ 5,000.00 $ 75 000.00 $ 39,015.00 $ 32,386.50
1999 A 274 Glen Rd. Wedgewood Dr. Manitou Rd. 2850 8 $ 260,050.50 40 $ 5.000.00 $ 200,000.00 $ 137,227.50 $ 122,823.00
1999 ST 213 Countrv Club Rd. Yellowstone Tr. Smith town Rd. 2400 12 $119,313.00 8 $ 5,000.00 $ 40,000.00 $119,313.00 $ 399,000.00
Annual Totals $ 812 929.50 111 $ 555,000.00 $ 565 731.00 $ 247 198.50 $ 948,000.00
2000 L 262 Yellowstone Tr. Club Vallev Rd. TeeTr. 230 8 $ 24.948.00 8 $ 5 000.00 $ 40,000.00 $ 14,958.00 $ 9,990.00
2000 ST 263 Wiltsev /Pleasant Yellowstone Tr. Cul-de-sac 1100 8 $ 93.771.00 6 $ 5,000.00 $ 30,000.00 $ 46,318.50 $ 47,452.50 $ 268,000.00
2000 L 264 Yellowstone Tr. Countrv Club Rd. Eureka Rd.(1st aveJ 3800 8 $ 315,751.50 10 $ 5,000.00 $ 50,000.00 $ 152,01 0.00 $ 163,741.50
Annual Totals $ 434.470.50 24 $120.000.00 $ 213.286.50 $ 221.184.00 $ 268 000.00
.....: ~::: :~\1U?flWl%I~~~ .~~j _I$;,tQttl.lafifil'JJ$I_i1\1.itl~tq!tmw :%~((~.lt~ftfl!~1jI!... m... ~:J1r:~:":::~\~WI~t, lil:ill$$Bioo .ttMf$Ilapl_~g) f~ttt1it%I~.9;1t'2$!$I :t$';1;4I1~41P
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Code Kev: R = Reauests; L - Loop connection; ST = Street; A = Ace of welVdevelooment; o = New development. I = Interconnection: V = Victoria
I I 1 I I I I
Phasing (3)
NOTE: The estimated cost breakdown for street restoration and local street reconstruction are mutually exclusive.
h :\55 72. 08\ci vi I\cost -est. xl s
1/9/96 5:21 PM
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SHOREWOOD WATER DISTRIBUTION SYSTEM
IMPLEMENTATION PLAN
Pice Locations Quantities Assessments Street Construction Method
Total Units CosVUnit Funds Trunk Water main costs Street Local Street MSA Street
Priority Code Pice No. Street Name From To Lenath (fO Size (in) Amount Restoration Reconstruction Reconstruction
2001 112 Excelsior Blvd. St Albans Bav Rd. Easement 1400 8 $ 124,659.00 15 $ 5 000.00 $ 75,000.00 $ 64.327.50 $ 60,331.50 $ 371,300.00
2001 113 St A1bans Bav Rd. Suburban Dr. Minnetonka Blvd 1900 8 $ 164.821.50 15 $ 5,000.00 $ 75,000.00 $ 82,890.00 $ 81 931.50
2001 114 Minnetonka Blvd St Albans Bav Rd. Ferncroft Dr. 1300 8 $ 115,654.50 13 $ 5,000.00 $ 65,000.00 $ 59.575.50 $ 56 079.00
2001 119 Garden Rd. Bavswater Rd. Minnetonka Blvd 1300 8 $ 116,343.00 14 $ 5,000.00 $ 70,000.00 $ 60,264.00 $ 56,079.00
2001 120 Minnetonka Blvd Garden Rd. Fatima PI. 800 8 $ 66,231.00 2 $ 5,000.00 $ 10,000.00 $ 31,752.00 $ 34,479.00
2001 121 Fatima PI. Minnetonka Blvd Cul-de-sac 500 8 $ 48,046.50 9 $ 5,000.00 $ 45,000.00 $ 26,446.50 $ 21,600.00
2001 312 Cathcart Dr. W. 62nd St. Beverlv Dr. 600 8 $ 54,297.00 7 $ 5,000.00 $ 35,000.00 $ 28 444.50 $ 25 852.50 $ 140.000.00
2001 313 Cathcart Dr. Beverlv Dr. Smithtown Rd. 1700 8 $ 148,756.50 14 $ 5,000.00 $ 70,000.00 $ 75,451.50 $ 73,305.00 $ 378,800.00
2001 127 Lakewav Terr. Minnetonka Blvd Cul-de-sac 1100 8 $106,164.00 24 $ 5,000.00 $ 120,000.00 $ 58,711.50 $ 47,452.50
Annual Totals $ 944.973.00 113 $ 565 000.00 $ 487 863.00 $ 457,110.00 $ 890.100.00
2002 115 Ferncroft Dr. Minnetonka Blvd Rustic Way 1650 8 $151,767.00 24 $ 5.000.00 $ 120,000.00 $ 80,649.00 $ 71,118.00
2002 116 Rustic Wav Femcroft Dr. Idlewild Path 750 8 $ 69,336.00 12 $ 5,000.00 $ 60,000.00 $ 36 949.50 $ 32,386.50
2002 117 Rustic Way Idlewild Path Easement 600 8 $ 53,608.50 6 $ 5,000.00 $ 30,000.00 $ 27,756.00 $ 25,852.50
2002 118 West Lane Suburban Drive Garden Rd. 1200 8 $ 101,398.50 6 $ 5,000.00 $ 30.000.00 $ 49,693.50 $ 51,705.00
2002 122 Suburban Dr. Manor Rd. Idlewild Path 1700 8 $ 152,887.50 20 $ 5,000.00 $ 100,000.00 $ 79 582.50 $ 73,305.00
2002 123 Suburban Dr. Idlewild Path Easement 800 8 $ 68,985.00 6 $ 5,000.00 $ 30,000.00 $ 34,506.00 $ 34,479.00
2002 124 Idlewild Path Rustic Wav Suburban Dr. 600 8 $ 54.297.00 7 $ 5,000.00 $ 35,000.00 $ 28,444.50 $ 25.852.50
2002 125 Woodend PI. St Albans Bav Rd. Femcroft Dr. 350 8 $ 31,414.50 4 $ 5,000.00 $ 20,000.00 $ 16,254.00 $15,160.50
2002 126 IvvLa. Femcroft Dr. Rustic Way 700 8 $ 64.111.50 10 $ 5,000.00 $ 50,000.00 $ 33,885.00 $ 30 226.50
2002 314 Afton Rd. Cathcart Dr. Smithtown Rd. 850 8 $ 76.612.50 9 $ 5.000.00 $ 45,000.00 $ 39,946.50 $ 36,666.00
2002 400 Suburban Dr. Esmt Suburban Drive To East 475 8 $ 43,368.75 5 $ 5,000.00 $ 25,000.00 $ 22,848.75 $ 20,520.00
2002 284 Birch Bluff Rd. Eureka Rd. Tonka Bav Limits 650 8 $ 60.237.00 10 $ 5.000.00 $ 50 000.00 $ 32,197.50 $ 28,039.50
2002 285 Lee Cir. Birch Bluff Rd. Cul-de-sac 200 8 $ 19,818.00 4 $ 5,000.00 $ 20,000.00 $ 11,191.50 $ 8,626.50
2002 304 Howard's Point Rd. Smithtown Rd. Woodside Dr. 1800 12 $174,082.50 15 $ 5,000.00 $ 75 000.00 $ 96,525.00 $ 77,557.50
Annual Totals $1,121.924.25 138 $ 690,000.00 $ 590,429.25 $ 531,495.00
2003 286 Wild Rose La. Eureka Rd. Grant Lorenz Rd. 2350 8 $ 210,060.00 28 $ 5,000.00 $ 140,000.00 $ 108,715.50 $101,344.50
2003 292 Svlvan La. Wild Rose La. Cul-de-sac 250 8 $ 23,692.50 4 $ 5,000.00 $ 20.000.00 $12,879.00 $ 10,813.50
2003 293 Grant Lorenz Rd. Smith town Rd. Birch Bluff Rd. 3035 8 $ 264,647.25 26 $ 5,000.00 $ 130,000.00 $ 133,832.25 $130,815.00 $ 677 200.00
2003 294 Oak Ridae Cir. Grant Lorenz Rd. Cul-de-sac 500 8 $ 46,669.50 7 $ 5 000.00 $ 35,000.00 $ 25,069.50 $ 21,600.00
2003 410 Noble Rd. Grant Lorenz Rd. West to Heritaae 1750 8 $ 151,942.50 13 $ 5,000.00 $ 65,000.00 $ 76,450.50 $ 75.492.00
2003 282 Nelsine Dr. Eureka Rd. Wedaewood Dr. 450 8 $ 43,483.50 8 $ 5,000.00 $ 40,000.00 $ 24,070.50 $ 19,413.00
2003 283 Orchard Cir. Eureka Rd. Cul-de-sac 250 8 $ 24,381.00 5 $ 5,000.00 $ 25,000.00 $ 13,567.50 $ 10,813.50
2003 287 Meadow View La. Wild Rose La. Vallev Wood Rd. 650 8 $ 54,729.00 2 $ 5,000.00 $ 10,000.00 $ 26,689.50 $ 28,039.50
2003 288 Sunny Vale La Meadow View La. Eureka Rd. 670 8 $ 60,453.00 8 $ 5,000.00 $ 40,000.00 $ 31,495.50 $ 28,957.50
2003 289 Vallev Wood Rd. Eureka Rd. Cul-de-sac 1350 8 $ 118,813.50 12 $ 5,000.00 $ 60,000.00 $ 60,574.50 $ 58,239.00
2003 290 Vallev Wood Cir. Vallev Wood Rd. Cul-de-sac 200 8 $ 19,129.50 3 $ 5,000.00 $ 15,000.00 $ 10,503.00 $ 8,626.50
2003 324 Elmridae Cir. Edaewood Rd. Cul-de-sac 300 8 $ 28,228.50 5 $ 5,000.00 $ 25,000.00 $ 15,255.00 $ 12,973.50
Annual Totals $1,046,229.75 121 $ 605,000.00 $ 539,102.25 $ 507,127.50 $ 677.200.00
Phasing (3)
NOTE: The estimated cost breakdown for street restoration and local street reconstruction are mutually exclusive.
h:\5572.08\civil\cost-est.x1s
1/9/96 5:21 PM
SHOREWOOD WATER DISTRIBUTION SYSTEM
IMPLEMENTATION PLAN
2005
2005
2005
2005
2005
2005
2005
Pipe Locations Quantities Assessments Street Construction Method
Total Units CosVUnit Funds Trunk Water main costs Street Local Street MSA Street
Pioe No. Street Name From To Lenath (ft) Size (in) Amount Restoration Reconstruction Reconstruction
209 Galpin Lake Rd. Murrav St. Service Rd. TH No.7 1500 12 $ 146,556.00 15 $ 5,000.00 $ 75.000.00 $ 81,8n.50 $ 64,678.50 $ 314,000.00
210 Service Rd. TH No.7 Galpin Lake Rd. Lake Linden Dr. 4110 12 $ 374,652.00 2 $ 5,000.00 $ 10,000.00 $ 197,491.50 $ 177,160.50
231 Galpin Lake Rd. Murray St. Chanhassen Limits 700 8 $ 62,046.00 7 $ 5,000.00 $ 35,000.00 $ 31,819.50 $ 30,226.50 $ 146,000.00
205 Mill St. Christmas Lake La. Apple Rd. 1275 12 $ 152,604.00 12 $ 5,000.00 $ 60.000.00 $ 70 092.00 $ 82,512.00
206 I ADDie Rd. Mill St. Bracketts Rd. 500 12 $ 58,279.50 17 $ 5,000.00 $ 85,000.00 $ 36,679.50 $ 21,600.00
207 Easement Bracketts Rd. Murray St. 1200 12 $111,361.50 4 $ 5,000.00 $ 20,000.00 $ 59,656.50 $ 51,705.00
208 Murrav St. Easement Galpin Lake Rd. 2200 12 $ 205,483.50 8 $ 5.000.00 $ 40,000.00 $ 110,673.00 $ 94.810.50
224 Mill St. Christmas Lake La. Chanhassen Limits 750 8 $ 63,828.00 4 $ 5 000.00 $ 20,000.00 $ 31,441.50 $ 32,386.50
226 ADDie Rd. Stratford PI. Chanhassen Limits 300 8 $ 28,917.00 6 $ 5,000.00 $ 30.000.00 $ 15,943.50 $ 12,973.50
228 Mill St. I Apple Rd. 300' North 300 8 $ 29,605.50 7 $ 5 000.00 $ 35,000.00 $ 16 632.00 $ 12,973.50
Annual Totals $ 1,233,333.00 82 $ 410,000.00 $ 652,306.50 $ 581.026.50 $ 460,000.00
277 Mann La. Eureka Rd.(1st ave.) Seaman's Dr. 650 8 $ 57.483.00 6 $ 5 000.00 $ 30,000.00 $ 29,443.50 $ 28,039.50
278 Seaman's Dr. Mann La. Yellowstone Tr. 1850 8 $161,635.50 16 $ 5 000.00 $ 80,000.00 $ 81,891.00 $ 79,744.50
279 Eureka Rd.(1st ave;) T.H. 7 Smithtown Rd. 3300 8 $ 286,699.50 26 $ 5,000.00 $ 130,000.00 $ 1 44,4~1.50 $ 142,236.00 $ 670,300.00
309 Lake Viraina Dr. Smithtown Rd. Minnewashta Limits 1600 8 $ 138.658.50 13 $ 5,000.00 $ 65,000.00 $ 69,700.50 $ 68 958.00
310 W. 62nd St. Lake Viraina Dr. Strawberrv La. 3200 8 $ 269,716.50 15 $ 5,000.00 $ 75 000.00 $131,827.50 $ 137,889.00
315 Blue Ridge La Lake Virgina Dr. Lake Vimina Dr. 400 8 $ 36,571.50 6 $ 5 000.00 $ 30,000.00 $ 19,318.50 $ 17,253.00
316 Maple RiclQe La. Lake Virgina Dr. Cul-de-sac 350 8 $ 30,726.00 3 $ 5,000.00 $ 15,000.00 $ 15,565.50 $ 15,160.50
Priority Code
2004
2004
2004
2004
2004
2004
2004
2004
2004
2004
Annual Totals $ 981,490.50 85 $ 425.000.00 $ 492,210.00 $ 489.280.50 $ 670,300.00
r===r=====r I ~ r====r===
Phasing (3)
NOTE: The estimated cost breakdown for street restoration and local street reconstruction are mutually exclusive.
h:\5572.08\civil\cost-est.x1s
1/9/96 5:21 PM
SHOREWOOD
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SHOREWOOD WATER DISTRIBUTION SYSTEM
IMPLEMENTATION PLAN
Pipe Locations Quantities Assessments Street Construction Method
Total Units CosVUnit Funds Trunk Water main costs Street local Street MSA Street
PrioritY Code Pioe No. Street Name From To lenath {1O Size (in \ Amount Restoration Reconstruction Reconstruction
2006 248 Mclain Rd. Minnetonka Dr. Cul-de-sac 450 8 $ 42,106.50 6 $ 5,000.00 $ 30,000.00 $ 22,693.50 $19,413.00
2006 249 Elder Tr. Minnetonka Dr. Cul-de-sac 300 8 $28,917.00 6 $ 5,000.00 $ 30,000.00 $ 15,943.50 $ 12,973.50
2006 250 Beehrlr Ave. Wood Duck Cir. Excelsior Limits 300 8 $ 42,687.00 26 $ 5,000.00 $ 130,000.00 $ 29,713.50 $ 12,973.50
2006 253 Smithtown Rd. Country Club Rd. Timber la. 2500 12 $ 242,743.50 22 $ 5 000.00 $ 110,000.00 $ 134,959.50 $107,784.00
Annual Totals $ 356.454.00 60 $ 300,000.00 $ 203,310.00 $153,144.00
2007 229 Cardinal Dr. Murrav St. Chanhassen Limits 700 8 $ 59 980.50 4 $ 5,000.00 $ 20,000.00 $ 29,754.00 $ 30,226.50
2007 230 Galoin lake La. Galoin lake Rd. Cul-de-sac 550 8 $ 52,609.50 10 $ 5.000.00 $ 50,000.00 $ 28,822.50 $ 23,787.00
2007 232 Murray Hill Rd. Service Rd. TH No.7 Mayflower Rd. 1300 8 $ 112,900.50 9 $ 5,000.00 $ 45,000.00 $ 56,821.50 $ 56.079.00
2007 233 Chaska Rd. Mayflower Rd. Chanhassen Limits 1050 8 $ 88 519.50 4 $ 5,000.00 $ 20.000.00 $ 43,254.00 $ 45,265.50
2007 234 Easement (looo) Chaska Rd. Mayflower Rd. 1150 8 $ 96 957.00 5 $ 5 000.00 $ 25,000.00 $ 47,317.50 $ 49,639.50
2007 235 Mavflower Rd. Murrav Hill Rd. Galpin lake Rd. 700 8 $ 58 603.50 2 $ 5,000.00 $ 10,000.00 $ 28,377.00 $ 30 226.50
2007 236 Murray Hill Rd. Chaska Rd. Chanhassen Limits 600 8 $ 49,4n.50 $ 5,000.00 $ - $ 23,625.00 $ 25,852.50
2007 237 Summit Ave. Murrav Hill Rd. Chanhassen Limits 750 8 $ 63,828.00 4 $ 5.000.00 $ 20,000.00 $ 31,441.50 $ 32,386.50
Annual Totals $ 582 876.00 38 $ 190.000.00 $ 289 413.00 $ 293,463.00
-
2008 200 Radisson Inn Rd. Crossin a Easement 1700 12 $ 161 379.00 9 $ 5,000.00 $ 45,000.00 $ 88,074.00 $ 73,305.00
2008 201 Easement Radisson Inn Rd. Service Rd. TH No.7 1300 12 $129316.50 15 $ 5,000.00 $ 75.000.00 $ 73,237.50 $ 56,079.00
2008 202 Service Rd. TH No.7 Easement Christmas Lake Rd. 1000 12 $ 94,122.00 4 $ 5,000.00 $ 20,000.00 $ 51,016.50 $ 43,105.50
2008 203 Christmas lake Rd. Service Rd. TH No.7 Christmas lake la. 3400 12 $ 334,746.00 38 $ 5,000.00 $ 190,000.00 $ 188,230.50 $146,515.50
2008 204 Christmas Lake La. Christmas Lake Rd. Mill St. 700 12 $ 65,218.50 2 $ 5,000.00 $ 10,000.00 $ 34,992.00 $ 30,226.50
Annual Totals $ 784 782.00 68 $ 340,000.00 $ 435,550.50 $ 349.231.50
2009 101 Service Rd. TH No.7 Old Maket Rd. Covinaton Rd. 1000 12 $ 92,056.50 1 $ 5,000.00 $ 5,000.00 $ 48,951.00 $ 43,105.50
2009 102 Covinaton Rd. Service Rd. TH NO.7 Crossing 500 12 $ 46,575.00 $ 5.000.00 $ - $ 24,975.00 $ 21,600.00
2009 103 Crossin a Covington Rd. Excelsior Blvd. 700 12 $ 63,841.50 $ 5,000.00 $ - $ 33,615.00 $ 30,226.50
2009 129 Shady Hills Rd. Service Rd. TH No.7 Easement 430 8 $ 37,881.00 2 $ 5,000.00 $ 10,000.00 $ 19,264.50 $ 18,616.50
2009 131 Covinaton Rd. Service Rd. TH No.7 Ridae Rd. 2100 12 $199,638.00 12 $ 5 000.00 $ 60,000.00 $109,107.00 $ 90,531.00
2009 220 Shore Rd. Radisson Inn Rd. Cul-de-sac 600 8 $ 54,985.50 8 $ 5,000.00 $ 40,000.00 $ 29,133.00 $ 25,852.50
2009 221 Easement Shore Rd. Cul-de-sac 250 8 $ 25,069.50 6 $ 5,000.00 $ 30.000.00 $ 14,256.00 $ 10,813.50
2009 403 Carrie Lane Covinaton Rd. Cul-de-sac 450 8 $ 42,795.00 7 $ 5,000.00 $ 35.000.00 $ 23,382.00 $19,413.00
2009 134 Radisson Inn Rd. Excelsior Blvd. Easement 850 8 $ 73,858.50 5 $ 5,000.00 $ 25,000.00 $ 37,192.50 $ 36,666.00
Annual Totals $ 636,700.50 41 $ 205 000.00 $ 339,876.00 $ 296.824.50
Phasing (3)
NOTE: The estimated cost breakdown for street restoration and local street reconstruction are mutually exclusive.
h :\5572. 08\civi I\cost-est. xis
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SHOREWOOD WATER DISTRIBUTION SYSTEM
IMPLEMENTATION PLAN
Pipe Locations Quantities Assessments Street Construction Method
Total Units CosVUnit Funds Trunk Water main costs Street Local Street MSA Street
PrioritY Code Pice No. Street Name From To lenath (1O Size On) Amount Restoration Reconstruction Reconstruction
2010 241 Academv Ave. Glencce Rd. 500' East 500 8 $ 48,735.00 10 $ 5,000.00 $ 50,000.00 $ 27,135.00 $ 21,600.00
2010 242 Yellowstone Tr. Glencce Rd. Minnetonka Dr. 850 8 $ 74,547.00 6 $ 5,000.00 $ 30,000.00 $ 37,881.00 $ 36,666.00
2010 243 Yellowstone Tr. Minnetonka Dr. Lake Linden Dr. 700 8 $ 60,669.00 5 $ 5,000.00 $ 25,000.00 $ 30,442.50 $ 30,226.50
2010 246 Minnetonka Dr. Yellowstone Tr. Clover La 1600 12 $ 153,n8.50 13 $ 5,000.00 $ 65,000.00 $ 84,820.50 $ 68.958.00
2010 247 Minnetonka Dr. Clover La Smithtown Rd. 450 8 $ 40,041.00 3 $ 5,000.00 $ 15,000.00 $ 20 628.00 $19,413.00
Annual Totals $ 377.nO.50 37 $185,000.00 $ 200 907.00 $ 176,863.50
2011 239 Glencoe Rd. Cul-de-sac Academv Ave. 750 8 $ 67,270.50 9 $ 5,000.00 $ 45,000.00 $ 34,884.00 $ 32,386.50
2011 240 Glencce Rd. Academv Ave. 300'North 300 8 $ 27,540.00 4 $ 5,000.00 $ 20,000.00 $ 14,566.50 $ 12,973.50
2011 238 Park St. Exist. Pice Glencoe Rd. 470 8 $ 42,322.50 4 $ 5,000.00 $ 20,000.00 $ 21,991.50 $ 20,331.00
2011 244 Charleston Cir. Yellowstone Tr. Cul-de-sac 670 8 $ 59,764.50 7 $ 5,000.00 $ 35,000.00 $ 30,807.00 $ 28,957.50
2011 245 Riviera La. Yellowstone Tr. Cul-de-sac 900 8 $ 83,214.00 13 $ 5,000.00 $ 65,000.00 $ 44,388.00 $ 38,826.00
2011 258 Wood Dr. Tee Tr. Cul-de-sac 600 8 $ 54,985.50 8 $ 5,000.00 $ 40,000.00 $ 29,133.00 $ 25,852.50
2011 259 Wood Dr. Tee Tr. Chanhassen Limits 500 8 $ 45,981.00 6 $ 5,000.00 $ 30,000.00 $ 24,381.00 $ 21,600.00
2011 260 Tee Tr. Yellowstone Tr. Wood Dr. 380 8 $ 32,319.00 2 $ 5,000.00 $ 10,000.00 $ 15,889.50 $16,429.50
2011 261 Club Vallev Rd. Yellowstone Tr. Wood Dr. 700 8 $ 62,046.00 7 $ 5,000.00 $ 35.000.00 $ 31819.50 $ 30,226.50
2011 405 Ramoart Ct. Wood Dr. Cul-de-sac 140 8 $ 14,566.50 3 $ 5.000.00 $ 15,000.00 $ 8,478.00 $ 6,088.50
Annual Totals $ 490.009.50 63 $ 315.000.00 $ 256.338.00 $ 233,671.50
2012 133 Excelsior Blvd. St. A1bans Bav Rd. Manor Rd. 1400 8 $ 117,n4.00 5 $ 5,000.00 $ 25,000.00 $ 57,442.50 $ 60,331.50 $ 371,300.00
2012 222 Christmas Lake pt. Radisson Inn Rd. Cul-de-sac 1300 8 $ 123,916.50 25 $ 5,000.00 $ 125000.00 $ 67,837.50 $ 56,079.00
2012 223 Merrv La Service Rd. TH No.7 Cul-de-sac 900 8 $ 78,394.50 6 $ 5,000.00 $ 30,000.00 $ 39,568.50 $ 38,826.00
2012 225 Brand Cir. Christmas Lake La. Cul-de-sac 300 8 $ 27,540.00 4 $ 5,000.00 $ 20,000.00 $ 14,566.50 $12,973.50
2012 227 Hillendale Rd. Mill St. Cul-de-sac 1100 8 $ 98,590.50 13 $ 5,000.00 $ 65,000.00 $ 51,138.00 $ 47,452.50
2012 402 Vine Hill Rd. S.T.H. No. 7 Shadv Hills Rd. 1085 8 $ 92,630.25 6 $ 5,000.00 $ 30.000.00 $ 45 812.25 $ 46,818.00 $ 252,000.00
Annual Totals. $ 538.845.75 59 $ 295 000.00 $ 276,365.25 $ 262.480.50 $ 623.300.00
2013 323 Howard's Point Rd. Edaewood Rd. Cul-de-sac 1450 8 $ 128,533.50 15 $ 5,000.00 $ 75 000.00 $ 66 015.00 $ 62,518.50
2013 265 Christooher Rd. Smithtown Rd. Cul-de-sac 600 8 $ 55,674.00 9 $ 5,000.00 $ 45,000.00 $ 29,821.50 $ 25,852.50
2013 275 Hardina Ave. Wedaewood Dr. Hardina La. 300 8 $ 25,474.50 1 $ 5,000.00 $ 5,000.00 $ 12,501.00 $12,973.50
2013 407 Soruce Hill Ct. Yellowstone Tr. Cul-de-sac 680 8 $ 59,764.50 6 $ 5,000.00 $ 30,000.00 $ 30,456.00 $ 29,308.50
2013 . 276 Hardina La. Hardina Ave. Cul-de-sac 700 8 $ 65,488.50 12 $ 5,000.00 $ 60,000.00 $ 35,262.00 $ 30 226.50
Annual Totals $ 334.935.00 43 $ 215.000.00 $ 174.055.50 $ 160.879.50
Phasing (3)
NOTE: The estimated cost breakdown for street restoration and local street reconstruction are mutually exclusive.
h :\5572. 08\civil\cost -est.xls
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~
SHOREWOOD WATER DISTRIBUTION SYSTEM
IMPLEMENTATION PLAN
Pipe Locations Quantities Assessments Street Construction Method
Total Units CosVUnit Funds Trunk Water main costs Street Local Street MSA Street
Prioritv Code Pioe No. Street Name From To Length eft) Size tin) Amount Restoration Reconstruction Reconstruction
2014 108 Vine St. Anthonv Ter. Manor Rd. 800 8 $ 70,362.00 8 $ 5,000.00 $ 40,000.00 $ 35,883.00 $ 34,479.00
2014 109 Manor Rd. Kniahtsbridae Rd. Vine St. 500 8 $ 48,735.00 10 $ 5,000.00 $ 50,000.00 $27 135.00 $ 21,600.00
2014 110 Manor Rd. Vine St. Regents Walk 1400 8 $ 120,528.00 9 $ 5,000.00 $ 45,000.00 $ 60,196.50 $ 60,331.50
2014 107 Easement Excelsior Blvd. Vine St. 1300 8 $ 112,900.50 9 $ 5,000.00 $ 45,000.00 $ 56,821.50 $ 56,079.00
2014 401 Bauman Cir. Manor Rd. Cul-de-sac 400 8 $ 32,440.50 $ 5,000.00 $ - $15,187.50 $17,253.00
Annual Totals $ 384.966.00 36 $180.000.00 $ 195.223.50 $189.742.50
. .
2015 132 Ridee Rd. Covinaton Rd. Chanhassen Limits 4000 8 $ 346,963.50 33 $ 5,000.00 $ 165,000.00 $ 174,595.50 $ 172,368.00
2015 318 Easement Woodside Dr. Cul-de-sac 500 8 $ 45,981.00 6 $ 5,000.00 $ 30,000.00 $ 24,381.00 $ 21,600.00
2015 325 Bav Park Easement 2830 8 $ 234,009.00 8 $ 5,000.00 $ 40,000.00 $114,520.50 $ 119,488.50
2015 408 Peach Cir. Strawberrv La. Cul-de-sac 500 8 $ 45,981.00 6 $ 5,000.00 $ 30,000.00 $ 24,381.00 $ 21,600.00
2015 409 Strawberrv Ct. Strawberrv La. Cul-de-sac 800 8 $ 72.427.50 11 $ 5.000.00 $ 55,000.00 $ 37,948.50 $ 34,479.00
2015 322 Island View Rd. Howard's Point Rd. Cul-de-sac 900 8 $ 83,902.50 14 $ 5,000.00 $ 70,000.00 $ 45,076.50 $ 38,826.00
Annual Totals $ 829,264.50 78 $ 390.000.00 $ 420.903.00 $ 408.361.50
~ill~jIi@\ @lf~~~1il~~1m~ N.t,d(ijveitma~.~~~re::~,1;. ~[il,;;~~1~_~11~$~~11J~;1m :i~Billf~_i_' ;;tw..1~j~'~~jI6 ji$':~:$2~_l)Q f$f.~rt~&1~&1~~\1~t~1~l~Wji~ .lli:$1~3t?~l~
I
Phasing (3)
NOTE: The estimated cost breakdown for street restoration and local street reconstruction are mutually exclusive.
h:\55 72. 08\civil\cost -est. xis
1/9/96 5:21 PM
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. Pedestrian/BicycIe
1. Where possible and economically feasible, a separated traveled smface shall be provided
for pedestrians and cyclists.
2. Special attention shall be directed and facilities provided for pedestrian movement and
access in areas in and surrounding schools, churches, parks, commercial and service
centers.
3. Pedestrian street crossings on heavily traveled streets shall be clearly marked and lighted.
4. All street improvement programs and projects shall include consideration of facilities for
pedestrians and bicycles.
5. Major streets in Shorewood shall be designed to protect pedestrian and bicycle movement
paralleling traffic.
6. New development shall be encouraged to respect the pedestrian/bicycle system and where
possible to contribute to the City right-of-way and development costs.
7. Trail planning and design efforts shall involve the general public with an emphasis on
residents and business persons located adjacent to trail alignments.
.
8.
Shorewood will establish development standards for the construction of trails, as well as
maintenance standards and programs, to ensure safe conditions.
9. Trail segments shall be established within parks to provide connections between various
facilities and to accommodate recreational usage.
10. Priorities for the funding of the construction of trails shall be established on the basis of
safety concerns, funding conditions and neighborhood acceptance.
11. Shorewood will explore all funding sources, including outside grant funds for the
construction of trails, provided that such funding sources accommodate local needs and
design criteria.
12. Shorewood will cooperate with other jurisdictions, including the School District and
Hennepin County, in providing a trail system that meets local and regional needs.
13. Shorewood will work with other area communities to investigate the establishment of a
trail network that could provide connections to points of interest and environmental
features, including continuous access around Lake Minnetonka.
14.
Shorewood will work with other area communities to investigate the establishment of
bicycle and mass transit linkages that would serve bicycle commuters. The regional trail
could provide access to transit hub with buses that can accommodate the transport of
bicycles.
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7/99
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It must be realized that only limited mileage can be constructed annually. As a result the only .
street being considered for reconstmction in the near future is Smithtown Road. The current .
Capital Improvements program suggests that the portion of Smithtown Road between Eureka
Road (north) and Country Club Road could be programmed as early as 2001. MSA funds could
also potentially be used for the City's portion of the cost of the County Road 19/Country Club
Road intersection.
Mass Transit
Mass transit to Shorewood is currently limited due to the community's low density.
Concentrations of population in Shorewood are not considered enough to justify increased
regular service. The City should, however, attempt to promote service in any way possible (e.g.
providing park and ridelocations within the community) in order to equalize the level of service
with the current rate of taxation.
Four options for improving service have been identified:
1. Lobby the state legislature to provide new opportunities to opt out of the Metropolitan
Transit System. Then join with other communities to establish an autonomous
"subregional" system.
2.
Work with the Metropolitan Council Transit Organization (MCTO) to enhance the
current Dial-a-Ride program. If successful, this type of program should be renewed
annually.
.
3. Convince the MCTO that the south Lake Minnetonka communities (I.e. Shorewood,
Tonka Bay, Excelsior and Greenwood) be designated as a transit hub and connected to
other outer-ring suburban hub areas.
4. Consider joining another transit system, such as Southwest Metro Transit. This would
require legislative approval by the State.
The City should work with area communities and the MCTO to maintain the level of service of
the Metro Mobility program. Services such as this will become increasingly important as the
population continues to age.
The Metropolitan Council Transit Organization continues to study and analyze ridership levels in
the area. Shorewood should seek citizen input to determine the level of service desired by the
community.
BicycleJPedestrian Trails
As noted in the Concept Plan section of the Land Use Chapter, trails are viewed as an effective
way to connect neighborhoods, thereby enhancing a sense of community in Shorewood. Trails
are primarily considered as an element of parks and recreation, but due to their interrelationship
with other transportation elements, they will also be discussed in the Transportation chapter.
.
7/99
TR-28
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In 1998, after a series of community meetings and a survey of Shorewood residents, the Park
Commission developed a planning process that places an emphasis on early and continuing
neighborhood involvement in the establishment of an overall network of trails within the
community. The Trail Concept Plan, shown on page TR-31, identifies a potential system of
trails within Shorewood that concentrates on the connection of neighborhoods to one another and
to various points of interest within the community. The trail planning process continues with the
following steps:
1.
Periodically the Park Commission identifies potential segments of trails to be considered
in the coming years.
2.
Trail walks, including area residents, are scheduled to identify issues specific to various
segments of trails.
3.
Trail segments are incorporated into the City's Capital Improvement Program. *
4.
Meetings are conducted with affected neighborhoods to determine the best trail design for
the various segments of trails.
5.
Trail segments are constructed based upon the availability of funding.
*It should be noted that not all trail segments will be incorporated into the Capital
Improvement Program. Due to limited funding resources, trails will be constructed in
areas where resident demand is highest, as opposed to areas where it is demonstrated that
resident desire for trails is low.
It is recommended that the Trail Concept Plan, as may be amended, be consulted for all
development proposals and street construction projects. Where trails are designated on or
adjacent to roadways, right-of-way should be required as part of the subdivision approval
process. Construction of trails on or along roadways should be incorporated into street
improvement planning.
Although the right-of-way currently owned by the Hennepin County Regional Railroad
Authority (HCRRA) has been identified for future light rail transit, it has become an important
recreational feature in the South Lake Area. The City should be proactive to ensure that the .
right-of-way remains open for recreational use if light rail transit does not materialize.
Snowmobiles
Snowmobiles have been a continued source of controversy in recent years, despite increased
efforts to enforce City codes regulating their use. Private property trespass and damage have
been raised as issues relative to snowmobiling. Shorewood has adopted rules intended to address
issues of compatibility between snowmobiles, pedestrians and motor vehicles. These rules will
be periodically monitored to evaluate their effectiveness.
7/99
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Airports
.
There are no existing or proposed airports, search areas or other facilities located in the
Shorewood area. Seaplane and ultra-light operations are, however, allowed on the surface water
of Lake Minnetonka. Seaplane traffic in Shorewood has not been identified as a problem at the
present time. However, as use of Lake Minnetonka increases, the potential for problems to arise
also increases. This use of the lake should be monitored and at such time it is determined to be a
problem, a regional study on the topic should be conducted to determine if there is a need for a
specialized area of the lake to handle seaplane operations. This study should be a joint effort
between all lake communities and may best be handled by the Lake Minnetonka Conservation
District..
.
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7/99
TR-30
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350 Westwood Laka OIIice
8441 Wllyzata Boulevard
Minn..pols. MN 55426
612-541-41100
&- AVndase-, Inc. FAX 541-1 TOO
INFRASTRUCTURE . ENGINEERS . PLANNERS
TR-31
.
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CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD. SHOREWOOD, MINNESOTA 55331-8927. (952) 474-3236
FAX (952) 474-0128 . www.cLshorewood.mn.us . cityhall@cLshorewood.mn.us
MEMORANDUM
FROM
Honorable Mayor and City Councilmembers
Craig Dawson, City Administrator eA) lL . ./
Bonnie Burton, Finance Director/Treasur~
TO
DATE:
September 8, 2005
SUBJECT
Special Assessment Financing
INTRODUCTION
Special assessments are a financing alternatiVe available to cities. There are three general
uses for special assessments: for improvement projects; for maintenance activities; and to
recover delinquent charges for services. In the context of financing the City's infrastructure,
special assessments would apply to improvements and maintenance.
The League of Minnesota Cities has two documents that provide good, discussion of special
assessments: the Loeallmprovement Guide and the 2005 Handbook for Minnesota Cities.
Information from those documents is adapted freely in this memorandum.
Shorewood has had a tradition or policy that improvements to existing roadways and to storm-
water facilities, for exal11ple, benefit Shorewood residents generally, and thus special
assessments have not been pursyed. A task force of residents and staff studied the financing
of roadway improvements in the 1990s, and generally recommended a cost split of one-third to
properties on one side of the street, one-third to properties on the other side, and one-third to
the City. The recommended policy for this portion of the City's infrastructure has not been
implemented.
DEFINITION
Special assessments are charges a city levies against real property for a local improvement that
provides special .benefits to the charged properties. ... They provide a comparatively just and
equitable means of financing capital improvement programs while minimizing the demand on
the city tax levy and statutory debt limitations."
,.
t.~ PRINTED ON RECYCLED PAPER
:#-5
Special Assessment Financing - City Council Work Session
Page 2
CHARACTERISTICS OF SPECIAL ASSESSMENTS
Special assessments have three distinct characteristics:
· They are a compulsory levy a city uses to finance a particular public improvement
program.
· The city levies the charge only against those particular parcels of property that receive
some special benefit from the program. [Special assessments apply only to real estate -
never against personal or movable property.]
. The amount of the charge bears a direct relationship to the value of the benefits the
property receives. The Courts have held this last point to be the general rule for special
assessments. A property must be benefited, that is, increased in value at least equal to
the amount of the special assessment. This test can be made with a before-and-after
analysis of property value. If a property owner appeals and it is found that the
assessment is larger than the benefit, the assessment is reduced or invalidated.
PROCESS
· A city council may order a project, take bids, calculate assessments, then hold a special
assessment hearing and start the 30-day statutory appeal process. Bids could be
awarded after the appeal period expires. Sometimes a City may wait until all bids are
awarded and all related costs are known, then hold the Special Assessment Hearing.
· A city council may also proceed with a special assessment project if all of the affected
property owners agree to waive their right of appeal to their individual assessments.
. One strategy that can be used is to set assessments in relatively low amounts, such that
the likelihood of an appeal being made or sustained is diminished.
PARTIAL SPECIAL ASSESSMENT FINANCING
Public improvements can be financed in whole or in part with special assessments. Special
Assessment Bonds may be issued pursuant to MS Chp. 429 if at least 20 percent of the project
revenues come from special assessments. Other funding sources - general revenue, capital
funds, revenue from utility charges - would need to be used for the remaining costs.
ALTERNATIVES TO SPECIAL ASSESSMENTS
1) Property taxes, general obligations bonds, development contracts
a. G.O bonds include roadway improvement bonds permitted by the Legislature a
few years ago. Projects would need to appear in the City's Capital Improvement
Program (CIP) in order to qualify.
2) Connection Charges
a. The Minnesota Supreme Court has held that connection charQes are not
assessments and may be imposed on top of prior assessments.
.\
Special Assessment Financing - City Council Work Session
Page 3
3) Storm sewer improvement districts
a. May be established by council with a two-thirds vote after a public hearing. Under
MS 444, this becomes a levy on the properties within the district(s). The City
established one such district in the early 1990s for the Glen Road area, but has
not undertaken any projects under this authority. Given the long lapse of time
since it was created, it would be best to go through the process to reestablish it.
4) Sidewalk improvement districts
a. Permitted under MS 435 for safe pedestrian walkwavs to and from schools,
school bus stops, public transportation facilities, and other neighborhood and
community services. May be established with direct and indirect benefits;
assessments may last up to five years. Trails for or to include non-walkway uses
would not qualify.
LOCAL IMPROVEMENT POLICY
Staff has examples of "local improvement policies" or "assessment policies" from several cities.
They outline or detail, as the case may be, the approach to setting assessments and other
revenue for various projects. However they may approach assessments, they still need to be
flexible to address the issue of assessments not exceeding benefits.
The Council should provide direction to staff regarding whether and to what extent the City
should use special assessments to finance public improvements.
\.A;
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CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD · SHOREWOOD, MINNESOTA 55331-8927 · (952) 474-3236
FAX (952) 474-0128. www.cLshorewood.mn.us. cityhall@cLshorewood.mn.us
MEMORANDUM
TO:
Mayor and City Council
FROM:
Brad Nielsen
DATE:
9 September 2005
RE:
Street Reconstruction - Draft Special Assessment Policy - 1993
FILE NO.
Comp Plan (Transportation)
Laserfiche is paying off already! Staff was able to recover the long-lost special
assessment policy that was drafted, recommended by an ad hoc citizen Street
Reconstruction Financing Task Force in 1992, but ultimately never adopted by the
City Council.
For your weekend reading enjoyment.
Cc: Craig Dawson
Larry Brown
Tim Keane
Bonnie Burton
.,.
t.~ PRINTED ON RECYCLED PAPER
qf~~
MEMO TO:
FROM:
DATE:
RE:
PAGE
2
5-6
7-15
16-20
16
16
16
.17
.17
18
21
22
MAYOR
Barb Bra neel
COUNCI L
Kristi Stover
Rob Daugherty
Daniel Lewis
Bruee E!enson
CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD · SHOREWOOD. MINNESOTA 55331-8927 . (612) 474-3236
Mayor and City Council
James C. Hurm, City Administrator
~
March 17, 1993'
Policy Considerations for" the Work Session of Special
Assessments for Street Reconstruction Projects.
NOTES
Scope and Purpose defines what projects are assessable
under this ordinance:
Explains what special assessments are. There is no one
"right~' way to do special assessments. The key is to be
reasonable and to be consistent over time.
Explains the procedures to be followed.
Read this section on "policies" carefully.
A. Explains how .an annual rate is established. This
annual rate is then used in the formulas to determine the
assessments according to the unit Method (pg. 21) and
Front Footage Method"" (pg. 22).
Kristi has suggested,the following policy pe added. It
could be a second paragraph for section VI, A:.When the """
city determines that a street should be reconstructed it -
would be rebuilt to its current width. Current "width
could be adjusted bv the city Council upon request of the-.
property owners or bv the Council followinq public
hearinq' if traffic counts or safetvconsiderations "
suqqest wider street is warranted.'
B ~ Def ines when a proj ect becomes, ".ass~ssable".
- .
"U D., Says assessments should typically b~ spread over a .ten
year period.-. . \ ' !-
.----. .. . ,". , ,~ ' ,[ ;..,
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E. All government property is assessed.
F ;:'De:(ines: properti_es which are not to :b7 assessed.
A. Defines when 'and how "unit" method is to be used.
B. Defines when and how "front footage" method is to be
used.
A Residential Community on Lake Minnetonka's South Shore
-----..- -- ---,J,. -- ---- ---.L., ---..---
PolicYSpecial-Ass~ssmentfor street
March 17, 1993
Page Two,
Reconstruction Projects
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Top paragraph - Read carefully how interest payments are
to be handled in cases of deferred assessments.
29
'A. Does the Council' want large assessments on large
tracts of land to be deferred?
29
B.lo If the "and" at the end of paragraph one is changed
to "or" low or moderate income owners could qualify for
deferment'. 5/16/92 "HUD qualifyin'g guidelines are as
follows:
Number in Annual Low Annual Moderate
Household Income Guideline Income Guideline
1 $ 17,850 $ 27,000
2 $ 20,400 $ 30,900
3 $ 22,950 $ 34,750
4 $ '25,500 $ 38,600, ,
Perhaps low income families should qualify for deferment..
JCH.al
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ASSESSMENT POLICY
FOR STREET RECONSTRUCTION PROJECTS
CITY OF SHOREWOOD, MINNESOTA
MARCH, 1993 DRAFT
ASSESSMENT POLICY
FOR STREET IMPROVEMENTS
1. HISTORY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1
II. SCOPE AND PURPOSE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
III.
DEFINITIONS
..,
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . :>
IV. SPECIAL ASSESSMENT CONCEPT .......................... 5
A. Benefit Principle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5
B. Consistent and Equitable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
V. SPECIAL ASSESSMENT PROCEDURE ....................... 7
A. . Initiating the proceedings . . . . . . . . . . . . . . ., . . . . . . . . . . . . . . .. 7
B. Preparing the feasibility study ........................... 9
C. Holding a public hearing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 9
D. Ordering the Improvement and ordering Plans and Specifications 10
E. Advertising for Bids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11
F. Awarding Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 12
G. Preparing Proposed Assessment Roll. . . . . . . . . . .. . . . . . . . .. 12
H. Holding Public Hearing on Proposed Assessments ........... 13
1. Adopting the Assessments ........................... .. 14
J. Transmitting Assessments to 'County Auditor ... . . . . . . . . . . .. 15
VI. ASSESSMENT POLICIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 16
A. Estabiishing an annual assessment rate ................... 16
B. Assessable Street Reconstruction Projects ................. 16
C. Project Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 17
D. Term of Assessment ................................. 17
E. Government Owned properties ......................... 17
F. Non-developable Land. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 18
G. Interest Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 18
H. Payment Procedures ................................. 18
I. Appeal Procedures .................................. 19
J. ReapportioIijIlent upon Land Division .... . . . . . . . . . . . . . . " 19
VII. ASSESSMENT METHOD . . . . . .n . . . . .. . . . . . . . . . . . " . .. . . .. 21 .
A. Unit Method . . . . . '.' . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 21
B. Front Footage Method ................................ 22
1. Standard Lots ................................. 23
2. Rectangular Variation Lots ....................... 23
3. Triangular Lot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 23
4. Cul-de-sac Lots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 24
5. Curved Lots ................................... 24
6. Irregular Shaped Lots ........................... 25
7. Corner Lots .................................. 25
8. Flag Lots and Back Lots ......................... 26
9. Double Frontage Lots .... . . . . . . . . . . . . . . . . . . . . . .. 27
VIII. DEFERRED ASSESSMENTS . . . . . . . . . . . . . . . . . . . . . . . . '.' . . . .. 28
A Large Tracts of Land . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 29
B. Conditions of Hardships .............. '. . . . . . . . . . . . . . .. 29
C. Termination of Hardship Deferment ..................... 31
CITY OF SHOREWOOD
ASSESSMENT POLICY
FOR STREET RECONSTRUCTION PROJECTS
SECTION I - HISTORY
The City Council has become concerned with street reconstruction needs for a number of
reasons: 1) Street mileage and costs associated with . reconstruction have been increasing;
2) Shorewood's becoming eligible for the Municipal State Aid Program (MSA) in 1990 has
provided funding for certain street reconstruction on an accelerated basis; and, 3) many
of Shorewood's streets were last worked on beyond normal maintenance in the early 1970's
with the installation of city-wide sanitary sewer. The Council has further concerns that the
necessary financial resources may not be available to properly reconstruct city streets as the
need arises.
These concerns culminated in the City Council creating' an ad hoc citizen Street
Reconstruction Financing Task Force in 1992. That Task Force 'concluded that"...replacing
.
streets on a forty year cycle would be a tremendous drain on the City's general fund".
Therefore it recommended "...that an assessment procedure be established for the
reconstruction of streets", and that"...the special assessment rate be established at 33 percent
of the cost of a standard 24 foot street with a rural cross section (no curb and gutter)". This
special assessment policy is based on the recommendations of the Task Force Final Report
dated August 18, 1992, attached to this policy as Appendix A.
1
SECTION II - SCOPE AND PURPOSE
This policy is intended to provide for a fair, equitable, and consistent means of recovering
and distributing the cost of street reconstruction improvements to already existing streets.
This policy does not apply to new construction nor to maintenance functions which are
defined as patching, seal coating and overlay. Street reconstruction is considered to be any
street improvement over and above these maintenance functions.
2
SECTION III . DEFINITIONS
Adjusted Front Footage: A method for determining the average front footage for odd-
shaped lots which would be equivalent to the footage of a rectangular shaped lot of the
same area and depth.
Building Site: An area of land on which a building exists or an area of land meeting city
code requireID:ents on which a building could be constructed.
Construction Cost:
Amount paid to contractors for constructing the improvements.
Construction Interest: Cost of financing the improvements from the time the project is
initiated until the assessment roll is approved by the City Council, less any interest earned
on invested funds. The interest rate will be at the expected assessment rate.
Equivalent Residential Units: Equivalent residential units are the number of assessment
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units into wlllch a large or unplatted parcel of land, which abuts a City functionally classified
collector or arterial street, is divided in order to determine an assessment rate. The number
of equivalent residential units is determined by dividing the adjusted front footage of the
parcel by the average street footage of the project.
Front Footage: The shortest dimensions of existing or potential sites abutting the streets.
Lot: Land occupied or to be occupied by a building and its accessory buildings, together
with such open spaces as are required under the provisions of this zoning regulation having
not less than the minimum area required by this Zoning Ordinance for a building site in the
district in which such lot is situated and having its principal frontage on a street, or a
proposed street approved by the Council.
Lot: Corner: A lot situated at the junction of and abutting on two (2) or more intersecting
streets; or a lot at the point of deflection in alignment of a single street, the interior angle
of which is one hundred thirty five degrees (1350) or less.
3
Proiect Cost (Total Cost of Improvements): All construction costs, plus costs for
administration, engineering, legal, fiscal, easement acquisition assessing, and any project
related work previously done but not assessed.
Residential Unit: A residential unit is a platted single family residential lot which, in
accordance with the City of Shorewood's zoning and subdivision regulation, cannot be
further subdivided.
Side footage: The longest dimension of existing or potential corner building sites abutting
the street.
4
SECTION IV - SPECIAL ASSESSMENTS CONCEPT
A. Benefit Principle
Special assessments, as authorized by Minnesota State Law, Chapter 429, may be
levied only upon property receiving a special benefit from the improvement. In
Minnesota, the Constitution and courts apply this general rule by placing the
following limitations upon the power to levy special assessments: 1) the rate must
be uniform and consistent upon all property receiving special benefit: 2) the
assessment must be confined to property specially benefitted; and 3) the amount
of the assessment must not exceed the special benefit.
The special assessment is a financial tool employed by the City of Shorewood as a
means of allocating the costs of specific improvement projects to the benefitted
properties and spreadin~ those costs over a number of years as specified by the City
Council.
Special assessments are billed to the property owner along with real estate taxes.
There is, however, a distinct difference between taxes and special assessments. Real
estate taxes are a function of the real estate value as determined by the municipal
assessor, while special assessments are a direct function of the enhancement of value
or the benefit which a specific improvement gives to the property.
.,
B. Consistent & Equitable
Once an improvement project is initiated and it is determined that the improvements
are necessary and desirable, the special assessment procedure is intended to equitably
and consistently allocate and levy the cost of specific improvements to the benefitted
properties. Minnesota Statutes and the courts have extended broad authority to City
Councils for determining assessment methods and policies.
5
The City must recover the appropriate portion of the expense of installing public
improvements, if undertaken, while ensuring that each parcel pays its fair share of
the project coSt in accordance with these assessment guidelines. It is important that
assessments be imple:mented in a reasonable, consistent and fair manner.
This policy sets forth the general assessment methods and policies to be utilized by
the City Administrator and City Engineer when preparing assessment rolls for
approval by the City Council so as to assure uniform and consistent treatment to the
various properties from year to year. The following policy is general in nature, and
that certain circumstances may justify deviations from stated policy as determined by
the City Council.
6
SECTION V - SPECIAL ASSESSMENT PROCEDURE
A flow chart on the Shorewood Public Improvement Process for Special Assessment projects
giving a detailedexpJanation of the process is shown on the next page.
A. Initiatin~ the ~roceedin\:s
Improvement proceedings may be initiated in anyone (1) of the following three (3)
ways:
1. By a petition signed by the owners of not less than thirty-five percent (35%)
of the frontage of the real property abutting on the streets named as the
location of the improvement;
2. By a petition signed by 100% of the owners of real property abutting any
street named as the location of the improvement. Upon receipt of a petition
of 100% of the abutting property owners, the City Council must determine
that it has been signed by 100% of the owners of the affected property. After
making this determination, a feasibility report shall be undertaken and the
project may be ordered without a public hearing; or
3. By the initiative of the City Council.
Petitions for improvement shall be referred for Administrative report and estimated
budget. A simple majority vote of the City Council is needed to start the
proceedings. Whether initiating the proceedings or accepting a petition requesting
such proceedings, the City Council may simultaneously order a feasibility report on
the proposed improvement. Feasibility reports shall be paid for by the City in the
case of street reconstruction projects and recouped once the project is completed
under the terms of this policy.
7
,City of Shorewood
Public Improvement Process
for Special Assessment Projects
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Staff Activities/Tasks
:~:::::o:::~:-:::~~:::::::o:::~:::::::::o::::::::::~:-:::::~::::;::~:::~:~:::~:::::x~::::::~:::::::::::::~:::-:::~:~::::~:~::::::,::::~:::::::::::~-::::::::,.'X::::~::::m:::::::::*
Prepare/update capital improvement program &
budget or comment on petitioned project
::::::::::::;:::::::::::::::::;::::::::::::::::~::::::::::;::::::::::::::;.,:::::::::::::::-~:::::::::::::::;::::::::::-,::::::::::::::::::::~:::;::::;:::::::~:::;~::::::-~:-~:~:~~::::::::::::::::::~
:":::::::::::::::::~::::::::~:::::::::::::::::
:.....
Feasibility report; prepare cost estimate, project
budget, and schedule; determine benefited area
and proposed assessments
:!!i;:~:::;:::::::~:::::::::::::::::"W:~:::::'~::~::~::~::~:~::':::::::::::::::~>>~":~::::::~~::~:~::::::~::~::::::::::::::::::':,,::~:~:::~:~:::'~m:~"::::::::~,::::::,~'~:~':~:~:::::::::~~:::::::~
" Mail hearing notices; prepare engineering
agreement
'"
::::::::::::::::~:~:::::::::::::::::::::::::::":::::::::::"::::::::~:::~::::~:::::::::::::::-:::::::::::::::::::::::::::::::~:".;::::::::::::::::~::::::::;:::::;::::::::~::::~:::::::::::::::::::::;o:
::".::::::::::::::::::::::;:%:::::::::::~
Prepare p 1ans & specs
;:::::::::;::::::::::=:~::::::::::::::::::::::::::::::::;:::::::::;::::::::::::::::l'::::::~:~:::::::::::::;::::::::=:::::::~:::::::::::=:::::::::::~:::::::::::::=::;::-":::::::::::::::::::::::::::::
:::::::::::::;:::::::::-:
Take bids, compare with estimates
~r~:"-::::::::::;:~:::::::::--:::'::::::~-::~:::::::::::':=:~."$:::::::::~::~:~.'"............::x:::::~-:::::::::::~::::-:::::x::;::::::::::..%::::::::::::;::::::~:::::;::"~:::::-:c
Prepare & execute contract; initiate & adminis-
ter construction; prepare fInal assessment roll
:~:1:::::~::::::::~~:::::~::::;:::%::::~::-:::~:::::::'-:::::'~:::::;:::::~::::::::::::::::::-:::~::=%~:::-::~::::::~:=:~::.~::::::::.:~::::::::~.::~:::::~'=:~~:?,::::::::~:X::;::=:~
Prepare & mail hearing notices
:.;:::::::::.::::~:::::::::::::::~X~:~:~:::~;:";::::;:::;:::::;:::;:::::;:;:::;:::::;:;:;:.:::;:::;:;:;:;:::-;::::;:;:;:;:::::::::;:::::.:;:;::.;:.:.:.~.:.:::;:::::::;:::~:;:::;:;;;:.:::::::::;:::::;
:::::;:::::::::-:::;:::::;:;:::::;:::::;:::;:-:;~~
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Certify assessment to County Auditor
8
City Council Decisions
::;:.:::;:;:.:::::;:.;.:.:::-:;:::.;::::::.:-:;:%::-:;:;:,;,:::;:;:::<<.;~::::-:::~~:.;::~~~~.;~::~:::-:.:::;:~~~:;:.~~~:~~~::,;,:::-:.;~~.:-:.~~.:.~:.:
Modify/approve capital improvement programand/ ~.....:..:
or budget, i'
resolution declaring o~equacy of petition, !
and
resolution ordering preparation of feasibility report
::::::::::::::::;:::::::X::::::::::::::;:::::::::X:::::::::::::::::::::::::::::::~::::::::xm:::X:::::~:::::~:X::::::::::::::::::::::::~:::::;::~::~:::~:;':'::::~::::7:~::::::::::::::::::::::~:::=,:::
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Accept report and call for hearing
:.:.:.:.:.:.:-:-:.:-:.:-:.;.x.:.;.:.:.:.:.:.;.:.:.;.:-:.:.:-:-:.:.,,:-:.:.:.:.:.:.:<<-:-:-:.:-:-:-:-:.;.:.:.:.:.;.:-:<<.;<<.:.;.x->>:,:,;':-x.:-:-:.:.:.>>:'.:.:.:-x.;.:-:-:.;.;.;-x-:....:.;.;....:.:-
:-:-:.:.:-:.;.>>:<<.:-.
Hold public hearing on the proposed project; order
the improvement and preparation of plans; ap-
prove engineering agreement
.:::::';;:::::::::::::-:::'X';':-:::::::':::.:-:.:':<<::::.*~';.:-:::<<':::-X:::X':<<....~*:-:~>>::~::-::::x::-x~:-:::.:-:.:-::>>~~::x.;.':~:::::::~~:o:..
Approve plans and order advertisement for bids
:::::.:~x::::.x.;~.:.:-:::::-:::.:.~::::.:<<-:~::x~:"/.::-:~:::~-:::::x:::::~:-:~::::::-:<<<<~A:~-:;'.'::-~:-:::::-:::::X.x::::::::-~::~:~:-:.:-:::::<:.;:,=::::::-:.;::-:~::::-::::=::~
Accept bid and authorize contract
::::::::::~~::::::::<<-:~::::-:::-:'::::-"';:<<-:~>>~"=~";'.~ ;.:,......e................~.I!.........~...!.............~.,............~h:-...
Accept work & call for final hearing on pro-
posed assessments
::~;:.:;:.:~:::::::~::~::::::::::.:~.::::::~~:::::~~~::"~~.:::~::::f.:::~-::::~.;::'o::::::-:::::~'=::::x-::::::::""-::::::::::;:.:::::"=X;:::~::~~~;~~~~~.o;
Hold fInal assessment public hearing
and
adopt assessment roll
R Preparing the Feasibility Study
An improvement project which is initiated by action of the City Councilor by a 35%
petition may be.ordered only after a public hearing. Prior to adopting a resolution
calling a public hearing on an improvement, the Council must secure from the City
..
Engineer a report advising it in a preliminary way as to:
1. Whether the proposed improvement is feasible;
2. Whether the proposed improvement is consistent with Capital Improvement
Planning;
3. Whether the improvement should be made as proposed or in connection with
some other improvement;
4. The estimated cost of the improvement;
5. A proposed project schedule; and
6~ Any other information thought pertinent and necessary for complete Council
consideration.
c. Holding a Public Hearing on the Improvement
Improvement projects which are initiated by a 100% petition may be ordered by the
City Council without a public hearing if the City Council determines the project may
be undertaken without unreasonable changes to the Capital Improvement Finance
Plan or the petitioning property owners agree to pay 100% of the cost of the
improvements.
9
.;
In the case of a Council - initiated project or petition of less than 100% of abutting
property owners, the Council must adopt a resolution calling a public hearing on the
improvement project for which mailed and published notices of the hearing must be
given. The notice of public hearing must include the following information:
1)
2)
3)
4)
The time and place of hearing;
The general nature of the improvements;
The estimated cost; and
.
The area proposed to be assessed.
Not less than ten (10) days before the hearing, the notice of hearing must be mailed
to the owner of each parcel in the area proposed to be assessed. The notice of
public hearing must be published in the City's legal newspaper at least twice, each
publication being at least one week apart, with the last publication at least three (3)
days prior to the hearing.
At the public hearing, the contents of the feasibility study will be presented and
discussed with the intent of giving all interested parties an opportunity to be heard
and their views expressed.
D. Ordering the Improvement and Ordering Preparation of Plans & Specifications
. Following a public hearing a resolution ordering the improvement may be adopted.
at any time within six (6) months after the date of the hearing by a four-fifths (4/5)
vote of the City Council, unless the petition was initiated by a 35% petition in which
event it may be adopted by a majority vote. The resolution may reduce, but not
increase, the extent of the improvement as stated in the notice. At this time a
special assessment is considered to be "pending" for all assessable properties in the
improvement area.
10
After the order of an improvement project, the City Council must order the
preparation of plans and specifications which may be included as part of the
resolution ordering the improvements. When the Council determines to make any
improvement, it shall let the contract for all or part of the work, or order all or part
of the work done by day labor, no later than one (1) year after the adoption of the
resolution ordering such improvement unless a different time limit is specifically
stated in the resolution ordering the improvement.
E. Advertisin~ for Bids
If the estimated cost of the improvement exceeds $25,000, bids must be advertised
for in the legal newspaper and such other papers and for such length of time as the
. City Council deems desirable. If the estimated cost of the improvement exceeds
$100,000, the advertisement must be in a paper published in a first class city, or in
a trade paper~ not less than three (3) weeks before the last date for submission of
bids. The notice must contain the following information:
1. The work to be done;
2. The time when bids will be publicly opened, which must be not less than ten.
(10) days after the first publication of the advertisement when the cost is less
than $100,000, and not less that three (3) weeks after publications in all other
cases, and .
3.. A statement that no bids will be considered unless they are sealed and
accompanied by cash, a cashier's check, bid bond or certified check for such
percentage of the bid as specified by the City Council.
11
F. Awarding Contracts
Following receipt of the bids, the City Council must either:
1. Award the contract to the lowest responsible bidder; or
2. Reje~t all bids.
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The contact must be awarded no later than one (1) year after the adoption of the
resolution ordering the improvement unless that resolution specifies a different time
limit.
The City Council may purchase the materials and order the work done by day labor
or in any manner it deems proper if:
.1. The initial cost of the entire work does not exceed $25,000;
2. No bid is submitted after advertisement; or
3. The only bids are higher than the engineer's estimate.
G. Preparing Proposed Assessment Roll
After the expenses incurred or to be incurred in the completion on an improvement
have been calculated as defined in Section VI-C Project Costs, the City Council must
determine the amount it will pay and the amount to be specially assessed. The City
Engineer and Administrator/Clerk must calculate the amount to be specially assessed
against every parcel of land benefitted by the improvement. The area to be assessed
may be less than, but not more than, the area proposed to be assessed as stated in
the notice of public hearing on the improvement. The assessment roll should contain
a description of each parcel of property and the assessment amount including any
12
deferred assessments. The assessment roll must be filed with the City Administrator/Clerk
and be available for public inspection.
H. Holding Public Hearing on Prol,)osed Assessments
A public hearing on the special assessments must be held following published and
mailed notice thereof. The notice of the assessment public hearing must include the
following information:
1. The date, time and place of the meeting;
2. The general nature of the improvement;
3. The area proposed to be assessed;
4. The total amount of the proposed assessment;
5. That the assessment roll is on file with the Clerk;
6. That written or oral objections will be considered;
7. That no appeal may be taken as to the amount of assessments unless a written
objection signed by the affected property owner is filed with the City Clerk
prior to the hearing or presented to the presiding officer at the hearing; and
8. That the owner may appeal the assessment to the district court by serving
notice on the Mayor or City Clerk within three (3) working days after the
.adoption of the assessment and filing notice with the court within ten (10)
days after such appeal to the Mayor or the City Clerk.
The notice of the assessment hearing must be published in the legal newspaper at
least once, not less than two (2) weeks prior to the hearing.
13
The City Clerk must mail notice of the assessment hearing to the owner of each
parcel described in the assessment roll at least two (2) weeks prior to the hearing.
The mailed notice must also include, in addition to the information required to be
in the published notice, the following information:
1. The amount to be specially assessed against that particular lot, piece or parcel
of land;
2. The right of the property owner to prepay the entire assessment and the
person to whom prepayments must be made;
.
3. Whetber partial prepayment of the assessment has been authorized by
ordinance;
4. . The time within which prepayment may be made without the assessment of
int~rest; and
5. The rate of interest to accrue if the assessment is not prepaid within the
required time period.
1. Adopting the Assessments
At the assessment hearing or at any adjournment thereof, the City Council may adopt
the assessments as proposed or adopt the assessments with amendments. If the
adopted assessment differs from the proposed assessment, the clerk must mail the
owner a notice stating the amount of the adopted assessment. The adopted
.. assessment roll shall include any and all deferments on large or unplatted parcels of
land along the City's street system.
14
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J. Transmitting Assessment to County Auditor
After the' adoption of the assessment, the City Clerk must transmit a certified
duplicate copy of the assessment roll, including all deferred equivalent residential
units, to the County Auditor.
15
SECTION VI - SPECIAL ASSESSMENT POLICIES
It is the policy of the City of Shorewood that all properties shall pay their fair share of the
cost of local improvements as they benefit. It is not inte'nded that any property shall receive
. .
the benefit~ of improvements without paying for them. These policies relate to street
reconstruction projects.
A. Establishing .an Annual Rate
An annual assessment rate shall be established by the end of February by City
Council Resolution upon recommendation of the City Engineer. The City Engineer
shall undertake a study to determine the per foot project cost of a "typical" 24 foot,
rural cross section street (with no curb and gutter), in the metropolitan area,
adjusted for typical Shorewood soil conditions (see appendix B). When determining
an annual rate with construction costs of the previous construction season the
construction cost index as published by the "Engineering News Record" or consumer
price index II;lay be used. The annual Assessment Rate Resolution is appendix C of
this document.
B. Assessable Street Reconstruction Projects
Street reconstruction projects are not likely to require the same amount of work
throughout the entire length of the project. That is, some sections may need to be
fully excavated and back-filled while other sections may need simple reshaping. It
is the policy of the city that a project is assessable when it's aggregate cost is
estimated to be at least 150% of a simple 2 inch overlay project.
16
C. Project Costs
Project cost shall include, but not be limited to, the following:
A. Total Construction cost including intersections
B. Engineering fees
c: Administrative fees .
D. Right-of-way / easement acquisition/condemnation costs
E. LegaL fees
F. Fiscal Fees
G. Capitalized interest
D. Term of Assessment
Assessments for street reconstruction should be assessed for a ten (10) year period
unless the City Council determines that some other period of time is more
appropriate.
E. Government Owned Properties
'Properties belonging to government jurisdictions, including the City, will be assessed
the same as privately owned property.
17
F. Non-develo\lable Land
Special Assessments shall not be levied on properties deemed unbuildable due to
the ~xistence of: undeveloped lands lying wholly and completely within zoned
. .
wetlands, flood plains, DNR protected wetlands and/or having restricted soils as
determined by the City Building Inspector. However, all parcels of land are assumed
to be buildabl~ until proven otherwise by the owner.
G. Interest Rate
The interest rate charged on assessments for all projects financed by debt issuance
shall not exceed two percent (2%) of the net interest rate of the bond issue. This
is necessary in order to insure adequate cash flow when the City is unable to reinvest
assessJ?ent p,repayments at an interest rate sufficient to meet the interest cost of debt
or when the' City experiences problems of payment collection delinquencies. In the
event no bonds are issued then the rate of interest on assessments shall not exceed
two (2) percent greater than the average rate of interest on all bonds issued in the
previous calendar year or the current market municipal bond rate. Interest on initial
special assessment installments shall begin to accrue from the date of the resolution
adopting the assessment. Owners must be notified by mail of any changes adopted
by the City Council regarding interest rates or prepayment requirements which differ
from those contained in the notice of the proposed assessment.
H. Payment Procedures
The property owner has four available options when considering payment of
assessments:
1. Tax Rayment - If no action is undertaken by the property owner, then special
assessment installments will appear annually on the individual's property tax
statement for the duration of the assessment term.
18
. .
2. Full Payment, - No interest will be charged if the entire assessment is paid
within 30 days of the date of adoption of the assessment roll. In the initial
year, the property owner may at any time between that date and
November 15, prepay the balance of the assessment with interest accrued to
December 31 of that year.
3. Parti?-l Payment - The property owner has a one-time opportunity to make a
partia,l payment reduction of any amount against his \her assessment. This
option may only be exercised within the 30-day period immediately following
adoption. of the. assessment roll.
4. Prepayment - The property owner may, with the exception of the current
year's installment of principal and interest, pay the remaining assessment
balance at any time, prior to November 15 without further interest charges.
Thereafter, the next installment, with interest through December 31 of the
following year, will be levied for collection with the real estate taxes payable
the ensuing year. The principal balance will be reduced by the amount of the
installment.
1. Ap\leal Procedures
No appeal ~ay be taken as to the amount of any assessment adopted unless a written
objection signed by the affected property owner is filed with the City Administrator's
office prior to the assessment hearing or presented to the presiding officer at the
hearing. The property owner may appeal an assessment to District Court by serving
notice of the appeal upon the Mayor or City Administrator within 30 days after the
adoption of the assessment and filing such notice with the District Court within. 10
days after service of the appeal upon the Mayor or City Administrator.
19
J. Reapportionment Upon Land Division
When a tract of land against which a special assessment has been levied is
subsequently divided or subdivided by plat or otherwise, the City Council may, on
application of the owner of any part of the tract or on its own motion, equitably
apportion among the various lots or parcels in the tract all the installments of the
assessment against the tract remaining unpaid and not then due if it determines that
.
such apportionment wil\ not materially impair collection of the unpaid balance of
the original,assessment against the tract. The City Council' may require furnishing
.
of a satisfactory surety bond in certain cases as specified in Minnesota Statutes
Section 429.071, Subd. 3. Notice of the apportionment and of the right to appeal
shall be mailed to or personally served upon all owners of any part of the tract. In
most cases, dividing the assessment balance evenly on a unit or lot basis would result
in an equitable apportionment. If equitable in a particular case, such a procedure
would be most practical and administratively effective.
20
SECTION VII - ASSESSMENT METHOD
Once an assessment rate bas been established for the year, that rate will be utilized for each
project, no matter the width, design, or type of street being reconstructed.
The City Council may utilize one of two methods of assessment for each project, "unit" or
"front foot". The City Engineer shall recommend the method and prepare the proposed
assessment roll based upon which method results in the most fair and. equitable assessment
roll for that project. The unit method is to be utilized when the front footage of the
assessable properties are of relatively equal length or the benefit to the properties is similar..
The front footage method is to be utilized when there is asignificant differential in the front
footage, or benefit, of the assessable properties.
A. Unit Method
The unit method of assessment is most commonly used when the benefitting
properties are of similar benefit, but not necessarily similar geometry. For instance,
road reconstruction along a particular road will likely benefit the several properties
on a private drive as much as it benefits those properties directly abutting the road
being improved. In such a case, simply assessing the abutting front footage would
not be equitable.
A unit assessment shall be derived according to the following formula:
Annual assessment rate X project length X 0.33 / number of assessable units.
The number of assessment units assigned to each parcel of land within the
.
ass~ssment area shall be equal to the maximum number of potential lots which c?uld
be possible on that parcel as determined by the City Planner. A lot shall be defined
in accordance with the City's Zoning Ordinance.
21
Comer lots shall typically have one-half (0.5) of its assessable units applied to each
street. However, the entire number of assessable units can be assessed in
conjunction with the street improvement project done first. This approach would
normally be taken where a single lot derives a majority of benefit from the
reconstructiqn of the first project due to lot, driveway, and home location.
B. Front Foota2e Method
The actual physical dimensions of a parcel abutting a street reconstruction project
shall NOT be construed as the frontage utilized to calculate the assessment for a
particular parcel. Rather, an "adjusted front footage" will be determined. The front
footage assessment rate shall be derived according to the following formula:
Annual assessment rate X project length X .33 / total adjusted front footage.
The purpose of this method is to equalize assessment calculations for lots of similar
size. Individual parcels by their very nature differ considerably in shape and area.
The following procedures will apply when calculating adjusted front footage. The
selection of the appropriate procedure will be determined by the specific
configurati'on of the parcel. All measurements will be scaled from available plat and
section maps and will be rounded down to the nearest foot dimension with any excess
fraction deleted. Categorical type descriptions are as follows:
1. Standard Lots 6. Irregularly Shaped Lots
2. Rectangular Variation Lots 7. Comer Lots
3. Triangular Lots 8. Flag Lots and Back Lots
4. Cul-de-sac Lots . 9. Double Frontage Lots
5. Curved Lots
The ultimate objective of these procedures is to arrive at a fair and equitable
distribution of cost whereby consideration is given to lot size and all parcels are
comparably assessed.
22
1. Standard Lots. In this instance, the adjusted front footage
for rectangular lots wil~ be the actual front footage of the
lot. The frontage measured shall be the lot width at' the
front lot line. .
MAIN: .A\f8\lLE
~o 90.
A 'S'
Adj. Front Fodtage
EXAMPLES .
Lot A-50'
Lot B.- 90'
2. Rectanqular Variation Lots.H For a lot which Is
approximately rectangular and uniform in shape, the adjusted
. front footage is computed by averaging the front - and back
sides of the lot. This meth~d is used only where the
divergence bet-..;een front and rear lot lines is 20 feet or
less.
MAN AVEt\tE
90' 7d
A 8
110' 80'
Adj. Front Footage
EXAMPLES
Lot A 90 + 110 = 100'
2
Lot B - 70 + 80 = 75'
2
3. Trianaular l~ts. For a triangular shaped lot, the adjusted
front footage is computed, by averaging' the front and back
lot lines.' The measurement at the back lot 'line shall not
exceed a maximum distance in depth of 150 feet. .
Adj. Front Footage
EXAMPLES
MAIN
AVENUE
. .100'
I~OI
_L.
Lot A - 100 + 40 = 70'
2
Lot B - 40 + 130 = 85'
2
Lot C - 120 + 0 = 60"
2
23
4. Cul-de-sac Lots. The adjusted front footage for those lots that
exist on cul-de-sacs will be calculated at the building line as
defined by the Shorewood Zoning Ordinance.
A
- .
--
74''''-''
Adj. Front Footage
EXA.HP!.ES
Lot A - 75 '
Lot B- 110'
Lot C - 80'
5. curved Lots. In certain situations such as those where lots are
located along curved streets, road patterns create curvilineal
frontages. In such instances the adjusted front footage will be the
width of the lot measured at the midpoint of the shortest si~e lot
line.
24
A.
-_.-
70'
8
90',,'
Adj. Front Footage
E:a.."!P!.E S
Lot A 70'
Lot :e 90 '
Lot.C - 150'
6. Irreqularlv Shaped Lots. In many cases, unplatted parcels that are
legally described by a metes and bounds description are irregular and
oddly shaped. The adjusted front footage will be calculated by
measuring the lot width at the building setback line based upon the
zoning district in which the lot is located.
..: SBL,
-I
MAIN
AVENUE
Adj. Front.Footage
EXAMPLES
Lot A 1151
Lot B - 1401
Lot C - 1251
SBL = Setback Line
7. Corner Lots.
a. Residentially Zoned Corner Lots. The adjusted front
footage will De assessed on the shdrt side. A 150 foot
side lot allowance credit will apply along the adjacent
side street. A:ny remaining frontage will constitute an
additional assessment. The short side will be assessed
in those cases where the improvement' may exist on one
side only as well as for improvements abutting on both
sides. .
Adj. Front Footage
EXAMPLES
LoOt A - 95 '
Lot B - 2251
1251
I
I
I
I
I
I
I
-~ 8 I
I
- I
I
ISo' ! 1001
AYENLE
A
-I(}
C)
MAN
25
7. Commercial Zoned Corner Lots.
b. No allowance relief will be granted because of the
higher inherent property value associated with improved
traffic frontage and greater visibility along business
district intersections. The adjusted front footage
shall be the entire frontage measured along the setback
line comprising the bUilding envelope.
Adj. Front Fcctac~
EX.~"'f?"":"S -
I
J
I
J
J .
I~
- I
or
A ~!
I
13d I
-------_____.1.
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I...:Jt B - 390"
.
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MAN
300'
8. F1aq lots and back lots. Properties which utilize a narrow private
easement or maintain ownership of access to their property exceeding
a minimum length of 125 feet, thereby 'having a small frontage on a
street, will be assigned an adjusted front footage based on the
minimum lot width for the zoning district in which it is located.
This dimension is consistent', with the zoning ordinance which
prescribes such length as the minimum lot width along a public
roadway. The adjUsted front footage, for flag lots whose driveway
access is under 125 will be measured at the building setback line from
the access terminus.
'20' MAIN t:-IE.
Adj. Front Footage
EXJ.2'f?!.:E S
8
Lot .l\ - 80 I .
Lot:a 90'
w
~
'Z!
A
:E
170'
26
9.
pouble Frontaqe Lots. It a parcel, other than a corner lot,
comprises frontage on two streets and is eligible for
subdivision, then an adjusted fr9nt footage assessment will
be .charged along each street. For double frontage. lots
lacking the necessary depth tor subdivision, on~y a single
adjusted front footage will be computed.
MAIN AVE.
1101
MAIN AVE.
SOl
-
Adj. Jront Footage
t:XAMPLES
Lot A - 220,'
Lot B - 80'
-In A
r-
C\I
-~ B
110'
7..7
SECTION VIII . DEFERRED ASSESSMENTS
The City Council may defer Special Assessments:
.'
1. On portions of large tracts of land as allowed in this chapter so as to
minimize the influence of the proposed improvement on the development of
said land.
2. On homestead property ovmed by a person who qualifies under the hardship
criteria set forth below.
Procedure
The property ovmer shall make application for deferred payment of special assessments on
a form prescribed by the Hennepin County Auditor and supplemented by the Shorewood
City Administrator. The application shall be made within 30 days after the adoption of the
assessment roll by the City Council and shall be renewed each year upon the filing of a
similar application no later than September 30.
The City Administrator shall establish a case number for each application; review the
application for complete information and details and make a recommendation to the City
Council to either approve or disapprove the application for deferment. The City Council
by majority vote, shall either grant or deny the deferment and if the deferment is granted,
the City Council may require the payment of interest due each year. Renewal applications
will be approved by the City Administrator for those cases whereby the original conditions
for qualifications remain substantially unchanged.
If the City Council grants the deferment~ the City Administrator shall notify the County
Auditor who shall in accordance with Minnesota Statutes, Section 435.194, record a notice
of the deferment with the County Recorder setting forth the amount of assessment.
28
Interest shall be charged on any assessment deferred pursuant to this Section at a rate equal
to the rate charged on other assessments for the particular public improvement projects the
assessment is financing. If the City Council grants an as~essment deferral to an applicant,
the interest may also be deferred, or the interest may be due and payable on a yearly basis
up until the assessment period terminates and only the principal is deferred. 1}1e decision
as to whether the principal and interest or just the principal is deferred is decided by the
City Council when considering the application.
A. Large Tracts of Land
Upon appli~ation, the City Council may defer the assessments on large tracts of land
.
that may be subdivided or developed in the future. It is the intent of this policy to
grant deferments of special assessments to large tracts so as to minimize the
influence of the proposed improvement on the premature development of said land.
The deferment granted pursuant to this section may be of indefinite duration subject
to the occurrence of:
. The subdivision of the property resulting in the creation of a new, buildable lot
. If the City Council determines there is no continuing need for the deferment
"
B. Conditions of Hardship
1.' Any applicant must be 65 years of age, or older, or retired by reason of .
permanent and/or total disability and must own a legal or equitable interest
in the property applied for which must be the homestead of the applicant,
and,
2. The annual gross income of the applicant shall not be in excess of the income
limits asset forth by family size in Hennepin County's Section Eight guidelines.
Calculation of the total family income shall be determined by the summation
29
of all available income sources of the applicant and spouse. Income specified
in the application should be the income of the year proceeding the year in
which the application is made, or the average income of the three years prior
to the year in which the application is made, whichever is less, and,
3. The special assessments to be deferred exceed $1,000.00.
4. Permanent and/or total disability shall be determined by using the criteria
established for "permanent and total disability" for Workman's Compensation,
to wit:
a. The total and permanent loss of the sight of both eyes.
b. The loss of both arms at the shoulder.
c. The loss of both legs so close to the hips that no effective artificial
members can be used.
d. Complete and permanent paralysis.
e. Total and permanent loss of mental faculties.
f. Any other injury which totally incapacitates the owner from working at
an occupation which brings him \her an income.
An applicant must substantiate the retirement by reason of permanent and! or total
. disability by providing a sworn affidavit by a licensed medical doctor attesting that
the applicant is unable to be gainfully employed because of a permanent and! or total
disability.
30
C. Termination of Hardship Deferment
The qption to defer the payment of special assessments shall terminate and all
:,
amounts accumulated plus applicable interest shall become due upon the occurrence
of anyone of the following events:
1. The death of an owner when there is no spouse eligible for deferment.
2. The sale, transfer, or subdivision of all or any part of the property.
3. Loss of homestead status on the property.
4. Deternllnationbythe City Council for any reason that t~ere would be no
hardship to require immediate or partial payment.
5. Failure to file a renewal application within the time prescribed in A above.
6. The end of the term of the original special assessment.
Upon the occurrence of one of the events specified in this section, the City Council
shall terminate the deferment. Thereupon the City Administrator shall notify the
County Auditor and County Assessor of the termination, including the amounts
accumulated on unpaid principal installments, plus any applicable interest, which
shall become due and payable as a result of the termination. The City Administ"rator
may negotiate and establish a payment schedule on the principal and interest owed
after the deferment terminates.
Nothing herein shall be construed to prohibit the City Council from considering an
application of hardship on the basis of exceptional and unusual circumstances which
are" not covered by the standards and guidelines as set forth in this ordinance. This
consideration and determination must be made in a non-discriminatory manner so
as not to give the applicant an unreasonable preference or advantage over other
applicants.
31
APPENDIX A
MAYOR
Sartl aran<:~1
COUNC: L
Ktl111 SCO'J~r
aotl Gaqne
Rotl Daugner'rV
DanIel L~wis
CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD · SHOREWOOD. MINNESOTA 55331 . (612) 474-3236
MEMO TO: Mayor and City Council
FROM: street Reconstruction Financing Task Force Members:
"'Robert" McDougal, James Finstuen, and Robert Shaw
Kristi stover, Council Liaison
Robert Bean, Planning Commission Liaison
James C. Hurm, city Administrator
Joel Dresel, city Engineer
Al Rolek, Finance Director
DATE: AU5:fUst J.8, J.992
RE: Final Report
,This report is the result of the charge assigned the street
Reconstruction Financing Task Force in the "Purpose" and "objectives'"
portion of Resolution No. 54-92 dated June 8, 1992. The Task Force met
on June 24th and 30th,; July 1J.th and 28th; and August 11th. The Task
Forces conclusions are as follows:
Obiective 1 - Define a reconstructed street.
The Task Force defines maintenance as patching, seal-coating, and
overlay. Reconstruction is defined as any street improvement over and
'"Jove these maintenance functions.
When the City 'determines that a street should be reconstructed it would
be rebuilt to its current width. Current width could be adjusted by
the City Council upon request of the property owners or ,by the Council
following public hearing if traffic counts or safety considerations
suggest wider street is warranted. "
The Task Force broke the streets down into four categories:
1) MSAjCollector 28'+ Curb & Gutter
2) Standard Local 24'+ Curb & Gutter where necessary
3 ) Substandard
Local 20-24' CUrb & Gutter where necessary
4) Other Less than 20' Curb & Gutter where necessary
A Residential Communiry on Lake Minneronka's Sourh Shore
obi ecti ve 2 -Review street reconstruction needs and review funding
options.
The Task Force determined that the only t~o feasible funding sources
are from t...'1.e city's general fund and from special asseSSiaents to
abutting property owners.
Projections show that replacing streets on a forty year cycle would be
a tremendous drain on the city's general fund.
Obiective 3 - Develop a program to match projected revenues with
projected needs.
It is very difficult to project when a street is going to brea.."<: u'C.
Perhaps a pavement management systeItl could be utilized to attempt to
make better proj ections of street needs. The Task Force however
believes that it is likely that the needs in the foreseeable future
will be greater than our cUrrent revenues will handle.
Obiective 4 - Propose a fair and equitable method and procedure of
financing reconstruction of streets.
The Task Force recommends that an assessment procedure be established
for the reconstruction of streets. We found in our analysis that
utilizing only general funds results in high valued properties paying
a disproportionately high portion of street improvement costs
throughout the city. Some form of special assessments to pay for
street improvements is very standard in municipalities throughout the
state of Minnesota. A special assessment procedure would require a
public hearing. This gives the property owner a formal way to offer
input into the reconstruction of the street. In addition there is a
fairness argument to consider. Should a resident who just paid for a
new street be required, through the general property taxes, to pay for
street improvements throughout the city for the next forty y~ars?
Perhaps those residents. who abut a street which is being approved
should be required to pay a percentage of that improvement.
The Task Force recommends that the 'special assessment rate be
established at 33 percent of the costs of a standard 24 foot street
width a rural cross-section (no curb and gutter). Each resident, no
matter which of the four categories they would fall, would be required
to pay this same rate established annually by the city council after
study and recommendation by the city Engineer. That means that in any
one year any street of the city which is being reconstructed whether it
be a 28 foot MSA road with curb and gutter, or a 20 foot local road
with no curb and gutter would pay the same rate. Again it is worth
noting that any changes to the current width or ,street standard would
have to be made by the city council only after public hearing.
2
The last question considered by the Task Force was "Method of
Assessment". In establishing a policy for this it is recommended that
the guiding principle should be:
Special assessments may be levied only upon property receiving a
special benefit from. the improvement. In Minnesota, the
Constitution' and courts apply this general rule by placing the
following limitations upon the power to levy special assessments:
1) the rate must be uniform and equal upon all .property receiving
special benefit: 2) the assessment must be confined to property
specially benefited; and 3) the amount of the assessment must not
exceed the special benefit.
A survey of methods used by municipalities similar in nature to
Shorer..,ood indicated that some .have chosen to determine the "Method of
Assessment" on a project basis in view of the fact that the "Front
Footage" method may be most equitable in some cases and the "Unit"
method in others. Following in depth discussion the Task Force
recommends that the City of Shorewood and its citizens and property
owners would be best served by choosing this course. In doing so, it
would be necessary to develop.policies for applying both methods.
It is the ooinion of the Task Force that its assignment as defined in
.Resolution No. 54-92, has been satisfied in his report.
al/taskforce.st
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APPENDIX B- 2
1<. 50' R/W J
I
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24'
4" TOPSOIL
2%
2/0
4" TOPSOIL
SUB-DRAIN
1'12" BITUMINOUS WEAR COURSE
3" BITUMINOUS BASE COURSE
6" CLASS 5/GRAVEL (1001. CRUSHED)
BASE COURSE
l' SUBCUT W / SELECT GRANULAR BACKFILL
GEOTEXTILE FABRIC
NO SCALE
Drawn By:
P.S.H.
Drawing Title Comm. No.
Date:
2-4-93
os;\\orr
Schelen
Ilayeron S,
Associates. Inc.
Enelneen _ Architects _ Plaaaen _ Surveyors
300 Parll: Place Ccaler _ 5775 YeTula Boule..rd
IIlaDeapolll. 1111 55418-122lI. SI2.5ll$-577:l
TYPICAL SECTION FOR
ASSESSMENT PURPOSES Sheet no.
ALTERNATE WI SUB-DRAIN
CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD' SHOREWOOD, MINNESOTA 55331-8927' (952) 474-3236
FAX (952) 474-0128 . www.cLshorewood.mn.us . cityhall@cLshorewood.mn.us
MEMORANDUM
Date:
September 8, 2005
From:
Honorable Mayor and City Council Members ~
Bonnie Burton, Finance Director/Treasurer ~
To:
Re:
Accounting Clerk I Position
cc:
Craig W. Dawson, City Administrator
The City Council recently requested information regarding the Accounting Clerk I
Position within the Finance Department. The attached memo offers discussion of the
finance department activities and this position.
BACKGROUND
For many years, (approximately 1988 -2002), the City of Shorewood Finance
Department was comprised of two employees: the Finance Director/Treasurer and the
Senior Accounting Clerk. The City's population was perhaps 4,500 when this
arrangement was conceived. Through the years there was growth in the City and its
related programs and activities, which impacted exponentially the number and
complexity of finance related activities.
Accordingly, the Accounting Clerk I position was authorized by the City Council during
the budget preparation season in fall, 2002. Michelle Nguyen was hired in June 2003
and served in that capacity for approximately two years before her promotion to her
current position of Senior Accounting Clerk.
At the time Michelle was hired, in addition to the regularly occurring payroll, accounts
payable runs, bank reconciliations, budgets and audits, the finance department was
facing two large projects: the creation of the EDA and related activity for financing and
construction of the new building and the implementation of GASB 34, the new financial
reporting model. I am pleased to report that we successfully accomplished both
~"
~J PRINTED ON RECYCLED PAPER
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CITY OF SHOREWOOD
5755 COUNTRY CLUB ROAD
SHOREWOOD, MN 55331
Position: Finance DirectorlTreasurer
Obiective and Scope:
To plan, develop and supervise City financial functions in order to provide
efficient, effective and accurate accounting and control systems for the City.
Responsible for the maintenance and control of municipal funds, budget
preparation, and financial reporting in accordance with accepted governmental
accounting principles and applicable Federal and State laws,
Relationships:
Reports to: City Administrator
Supervises: All personnel associated with accounting and finance functions
Specific Responsibilities:
1, Administers financial activities and accounting operations of the City.
A, Supervises all accounting functions, including cash records and
control, receivables, payables, subsidiary reports and invoices,
B. Performs cash flow analysis and supervises bank transactions,
C, Prepares monthly financial statements.
D. Prepares and provides quarterly financial reports and statements to
City Council.
E. Supervises accounting functions for City liquor Operations,
F, Reviews purchase orders and disbursement requests for
compliance with City budget.
G, Maintains financial ledgers, journals and subsidiary reports,
H. Supervises operation and maintenance of computerized financial
accounting systems.
Finance Directorffreasurer
Page 2
2. Invests surplus City funds according to legally approved investment
policies and guidelines. Maintains detailed records of investments.
A. Anticipates City cash and liquidity needs and invests funds to
provide necessary cash flow.
B. Maintains the safety of invested funds while maximizing returns on
investments in compliance with investment policies and guidelines.
3. Supervises all payroll and personnel functions.
A. Supervises the preparation of payroll checks for all City employees,
and the maintenance of payroll records.
B. Supervises preparation of withholding reports and deposits, and all
monthly, quarterly and annual reports as required by law.
C. Maintains employee personnel records and forms, and the
computerized payroll/personnel system.
D. Administer employee benefit packages and programs and
recommends changes and improvements.
4. Supervises the City utility billing function.
A. Supervises preparation of quarterly utility billing and maintenance
of computerized utility billing system.
5. With City Administrator, prepares or coordinates preparation of annual
budgets including, but not limited to the General Fund budget, Enterprise
Fund budgets, and EDA budgets, based upon goals and objectives of
City Council.
A. Prepares and manages Finance Department budget.
B. Responsible for financial projections and budget estimates as
required.
6. With City Administrator, annually reviews and prepares City Capital
Improvement Financing Program.
7. Coordinates City risk management functions and administers all City
insurance programs and policies.
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Senior Accounting Clerk
Page 2
2, Accounts Payable
A, Track, sort, verify, and confirm incoming invoices and statements,
B, Verify authorization for charges,
C. Prepare list for Council Approval.
D, Verify bills with list approved by Council.
E. Code disbursements to the proper account based on Chart of
Accounts and Approved Budget. .
F. Enter disbursements into accounting system and print checks and
corresponding reports.
G. Prepare checks for distribution.
H, File vouchers and claims,
I, Prepare checks for monthly financial statements,
J. Respond to inquiries related to accounts payable,
I. Responsible for regular backups of data on automated system,
3, Receipts and Deposits
A. Deposit cash receipts daily,
B. Receipt more difficult transactions,
C. Data entry of daily receipts in computerized accounting system,
D, Run appropriate reports from computerized accounting system,
4. Liquor Operations
A, Preparation of liquor fund payables,
B, Code disbursements to proper account, calculate discount.
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5755 COUNTRY CLUB ROAD
SHOREWOOD, MN 55331
Position:
Accounting Clerk I
Department: Finance Department
Obiective and Scope:
Performs day-to-day activities and tasks in the Finance Department in the areas
of utility billing and other financial duties under the direction of the Finance
Director. Also assists with some clerical tasks, including front desk reception.
Relationships:
Reports to: Finance Director/Treasurer
Specific Responsibilities:
1. Finance Department
A. Utility Billing
1. Creates and updates utility billing customer account
files/records/meter books.
2. Performs data entry of meter readings for quarterly and final
billings.
3. Reviews and verifies utility billing edit reports for accuracy and
unusual consumption and makes necessary changes.
4. Prepares, prints, sorts, and mails quarterly utility bills.
5. Posts the daily utility billing receipts to the financial system.
Prepares delinquent utility account data and applies delinquent
penalties.
6. Prepares utility shut-off notices and related reports.
7. Coordinates with public works staff for water shut-offs.
8. Prepares delinquent utility assessment rolls for tax certification.
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CITY OF
SHOREWOOD
5755 Country Club Road. Shorewood, Minnesota 55331 · 952-474-3236
Fax: 952-474-0128. www.ci.shorewood.mn.us. cityhall@ci.shorewood.mn.us
MEMORANDUM
DATE:
September 12, 2005
cc:
Mayor and City Council Members
Jean Panchyshyn, Deputy Clerk ~
Craig W. Dawson, City Administrator/Clerk
Bonnie Burton, Finance Director
TO:
FROM:
RE:
Accounting Clerk 1 position
September 12,2005, City Council Work Session Agenda Item #6
The Finance Director indicated in her September 8,2005, memorandum that I did not think the Accounting
Clerk 1 position would be required to provide any front desk receptionist support. I believe this statement
needs clarification, as there must have been a misunderstanding on this issue.
I indicated to the City Administrator and Finance Director that I did not think a 25% time receptionist
position was needed, but that occasional front-desk assistance was needed. I also indicated that in the past
(and prior to the Accounting Clerk 1 position) the Senior Accounting Clerk position occasionally assisted at
the front-desk, when needed. It was my hope that in the spirit of cooperation and teamwork, this type of
assistance would continue; however, I lmow that with changes in staff and job duties, things change.
I did ask the Senior Accounting Clerk if she would be available to assist at the front desk for one hour on
Friday, from 1 :00 P.M. - 2:00 P.M. As it turned out, plans changed and her assistance was not needed. I
now understand that at this time, the Finance Department is not able to provide any front-desk receptionist
assistance, as they are currently short-staffed and the Senior Accounting Clerk is new to her position, so
therefore her time is needed 100% in the Finance Department.
The Finance Director indicated that she needs an Accounting Clerk 1 staff member for up to 75% time. I
understand that a 100% time position may attract more candidates. However, I feel that a regular 25% time
front-desk receptionist position is more than is needed in the City Clerk Department.
The two full-time staff members who currently hold the front-desk receptionist positions are both seasoned
employees who are capable of handling the front-desk alone, on occasion, if needed. They have, in fact,
expressed to me that this is their preference -- to staff the front-desk alone, if the other is away.
~
,
\
.
..
RE: Accounting Clerk 1 position
September 12, 2005, City Council Work Session
Page 2
I estimate that the need for occasional front-desk receptionist assistance may occur approximately 1-2 hours
per week. If a percentage of time needs to be allocated to the Accounting Clerk 1 position to assist with
occasional front-desk receptionist duties, perhaps 5% time is more practical. This would then allow for an
80% time position, which would entitle the employee to benefits and make the position more attractive.
Council should be aware that for those times when there are no staff members available to assist at the
front-desk, I do rely on temporary help. I have utilized several different individuals in the past for this type
of assistance, and will continue to need temporary, part-time employees to assist at the front desk, above
and beyond the occasional assistance that current staff members provide.
,
I will do my best to accommodate whatever decision Council feels is best for the City and Staff.
I will be present at the Work Session Monday evening to discuss further, if necessary.