HomeMy WebLinkAbout2012-08-08 PACKET 08.B.REQUEST OF CITY COUNCIL ACTION
ORIGINATING DEPARTMENT DEPARTMENT HEAD
COUNCIL ACTION REQUEST:
Consider revisions to the Infrastructure Maintenance Task Force Special Assessment Policy
for Public Improvements as approved by a consensus of the Public Works Commission and
IMTF.
STAFF RECOMMENDATION:
Adopt Infrastructure Maintenance Task Force Special Assessment Policy for Public
Improvements as revised.
BUDGET IMPLICATION: N/A N/A
BUDGETED AMOUNT ACTUAL AMOUNT
ADVISORY COMMISSION ACTION:
DATE
REVIEWED
APPROVED
DENIED
❑ PLANNING
❑
F
❑
❑ PUBLIC SAFETY
❑
❑
❑
❑ PUBLIC WORKS 7/9/12
❑
z
❑
❑ PARKS AND RECREATION
❑ HUMAN SERVICES/RIGHTS
F
F ECONOMIC DEV. AUTHORITY
❑
❑
❑
❑
❑
❑
1:1
SUPPORTING DOCUMENTS:
Z MEMO/LETTER: Levitt/Roland
❑ RESOLUTION:
❑ ORDINANCE:
❑ ENGINEERING RECOMMENDATION:
❑ LEGAL RECOMMENDATION:
OTHER- IMTF 1 1 ;nedal Assessment Policv
COUNCIL ACTION TAKEN: FIAPPROVED F DENIED ❑ OTHER
H:\Council iterns\City Council Action Form.doc
(M City of Cottage Grove
To: Honorable Mayor and City Council
Ryan Schroeder, City Administrator
From: Jennifer Levitt, City Engineer
Robin Roland, Finance Director
Date: August 3, 2012 C
Memo
Subject: Infrastructure Management Task Force Special Assessment Policy for Public
Improvements
Background
In 2005 a group was assembled to review and develop an assessment policy. The group was
known as the Infrastructure Maintenance Task Force (IMTF). According to the report,
published on September 30, 2005, the deliberation process encompassed approximately 30
hours in review of our pavement management program. The group reviewed the work that
was completed in 1994 for the start of Pavement Management (PM) and reviewed other cities
policies and practices before making the final recommendation to the City Council. The
assessment policy has been used for the following projects; Jamaica Roundabout, 2008 PM,
2010 PM and 2011 PM. There have been no assessment appeals related to the policy.
On January 18, 2012, the City Council determined that it was time to provide another review of
the pavement management program. Specifically, the Council wanted to review the schedule
for future pavement management projects, seal coat policy as it relates to future pavement
management projects, assessment policy and the interest rate for assessments.
The City Council assigned the task of reviewing the existing IMTF policy to the Public Works
Commission, rather than seating an entirely new task force. However, due to the extensive
background that members of the IMTF had in 2005 the Council asked members of the original
IMTF to serve as ex- officio members of the Public Works Commission for the duration of this
review.
Discussion
Since beginning meeting in March of 2012 the combined workgroup of the Public Works
Commission members and the former IMTF members the following revisions were
recommended to the policy:
1. Recognized the revision date and associated member participation
2. Updated the Table of Contents
3. General policy statement now addresses park improvements and new construction of
infrastructure.
4. Background section was updated.
Honorable Mayor, City Council, and Ryan Schroeder
Page 2 of 2
5. Surface improvement section now addresses when seal coating could occur in
reference to a pavement rehabilitation project.
6. Added: 3.2.4 Landscaping and 3.2.5 Petitioned Landscape
7. Added: 3.4 Park Improvements
8. Section 4.2 Benefiting property — made language related to major maintenance
consistent.
9. Section 6. Financing section has additional background on assessment and 6.2 Interest
Rate has revised language to address the new recommendation of the workgroup.
10.Added: Definition for `Municipal Bond Rate' and revised definition to `Special Benefit
Assessment' in Section 8.
The above revisions to the IMTF policy were approved by a consensus of the Public Works
Commission and IMTF.
Council reviewed the revised policy at a workshop on July 18 The final document is attached.
Council asked why partial payments couldn't be receipted after the assessments were
certified. Staff had responded that additional administrative time and costs would need to be
incurred to proceed with acceptance of additional prepayments. Currently, once assessments
are certified to Washington County for inclusion with the annual property tax statements, the
County will only collect that portion of the assessment which is levied each year.
Responsibility for collection of special assessments other than the levied portion reverts to the
City. The City's, process is not automated; we receive a printout of all outstanding special
assessment balances by property ID and address and must record any transactions manually
on that printout. We update the County annually with changes to the outstanding assessment
balances. A computerized system (software application) would make this process more
manageable and decrease the potential for error, but would come at an additional cost.
Adopt the Infrastructure Maintenance Task Force Special Assessment Policy for Public
Improvements as revised.
Infrastructure Maintenance Task Force
Special Assessment Policy
For Public Improvements
September 30, 2005
Revised August 8, 2012
Special Assessment Policy 2
City of Cottage Grove
Special Assessment Policy
or • lic Improvem
This policy was originally assembled by the citizens of the City of Cottage Grove
in 2005. At the direction of the City Council the IMTF was reassembled to review
the policy and make recommendations:
The 2012 members of the workgroup:
Public Works Commission Members:
Gary Kjellberg
Jeff Rolling
Matthew Forshee
Jeff Podoll
Michael Edman
Jason Field (Resigned June 11, 2012)
Alex Chernyaev
IMTF Members:
Ken Brittain
Nancy Hanzlik
Herb Japs
Cheryl Kohls (Resigned May 14, 2012)
David Olson
The following staff members provided the committee with all the research and
background information of previous assessment policies and materials to write
the new policy:
Jennifer Levitt
Ryan Schroeder
Robin Roland
Les Burshten
Special Assessment Policy
1 .! - • •
1. General policy statement
2. Background
. Types of improvements
3.1. Surface repairs
3.1.1. Minor maintenance
3.1.2.
Mill and overlay
3.1.3.
Reclamation
3.1.4.
Reconstruction
3.2. Street
amenities
3.2.1.
Transportational trails
3.2.2.
Recreational trails
3.2.3.
Street lights
3.2.4.
Landscaping
3.2.5.
Petitioned Landscaping
3.3. Sub - surface repairs
3.3.1.
Storm sewer
3.3.2. Sanitary sewer
3.3.3. Water main
3.3.4. 3.4 Park Improvements
. Determination of benefit
4.1. Appraisal /valuation
4.2. Benefited property
4.2.1. Urban residential
4.2.2. High and medium residential
4.2.3. Rural residential
4.2.4. Agricultural land
4.2.5. Commercial /industrial /non - profit /tax exempt
4.2.6. Religious institutions /school lots
4.2.7. City -owned
5. Method of assessment
5.1. Benefiting properties
5.2. Urban / residential land use / multi - family
5.3. Rural residential land use
5.4. Agricultural land use
5.5. Commercial / industrial land use
5.5.1. Lots adjacent to improved street surface
5.5.2. Lots without direct access
5.6. Religious institutions / school land use
5.7. City owned property
. Financing
6.1. Term of assessment
6.2. Interest rate
Special Assessment Policy
7. Deferrals
7.1. Statutorily deferments
8. Definitions
9. Appendixes
9.1.Appendix 1: Urban residential /multi - family residential land use
9.2. Appendix 2: Rural residential land use
9.3. Appendix 3: Commercial /industrial tier method
9.4.Appendix 4: Commercial /industrial tier map
9.5. Appendix 5: Previous PMTF map
4
Special Assessment Policy
_ - • •' - TO
Investing in the City of Cottage Grove's infrastructure is an important way to
maintain the safe and efficient movement of people and goods, retain property
values and preserve attractiveness throughout the City. In an effort to provide for
additional property value retention, marketability of the community, and
preservation of the recreational amenities within the city, the city shall review the
parks, trails and open space areas within the vicinity of the proposed pavement
management area for feasibility to make improvements and enhancements to
said areas. This policy relates only to maintenance, repair and replacement of
existing roads. It does not address construction of new roads.
The funding of construction of new infrastructure (public improvements) is
covered under the City's subdivision ordinance (City Code Title 10 -3 -3). The
philosophies outlined in the IMTF special assessment policy are consistent with
the manner in which the apportionment of costs and the use of appraisal /benefit
information are applied to said developer financed public improvements.
The City of Cottage Grove will follow the procedures for special assessments as
defined in Minnesota Statutes Chapter 429. Chapter 429 does not provide
guidance on how costs of public improvements are to be apportioned; therefore,
the purpose of this assessment policy is to establish a manner of distributing and
recovering the cost of infrastructure maintenance. It is understood that this policy
is not intended to address every situation and that certain circumstances may
justify deviations from this policy.
2 • • r
In 1994 the City Council received recommendations from the Pavement
Management Task Force regarding the financing of pavement maintenance
projects as the City's infrastructure continued to age. Periodically amended by
resolution over the years, the recommendations were used for infrastructure
maintenance projects through 2005, when a lull in projects offered an opportunity
to reconsider the special assessment procedure and create a new policy. In 2012
the City Council directed the Public Works Commission and members of the
original IMTF to review the policy and provide any recommended changes to the
policy, since a number of pavement management projects have been completed.
See Appendix 5 for previous Pavement Management map.
3.1. Surface repairs
Pavement rehabilitation, specifically mill and overlay, reclamation, and
reconstruction, work will not commence on a street segment in which the
sealcoat application was applied within the last four years unless recommended
by the Public Works Director.
Special Assessment Policy 6
3.1.1. Minor maintenance
For the purpose of this policy, minor maintenance will consist of pothole
repair, patching, crack sealing, sealcoating, skin patch overlays, and
general maintenance that the Public Works Department completes.
3.1.2. Mill and overlay
Mill and overlay is a pavement rehabilitation process that removes the top
layer of bituminous pavement by the grinding action of a large machine
called a "milling machine ". The overlay part of the term refers to the
placement of a new bituminous pavement. The mill and overlay pavement
rehabilitation may also include spot repairs of concrete curb and gutter.
3.1.3. Reclamation
Pavement reclamation is a rehabilitation process that pulverizes old
bituminous pavement and mixes it with the underlying aggregate, which
adds additional stability to the existing subgrade and aggregate base.
After reclamation and grading, two (2) lifts of bituminous pavement will be
placed. The reclamation process may include spot repairs of existing
concrete curb & gutter.
3.1.4. Reconstruction
Pavement reconstruction involves the complete rebuilding of the
subgrade, aggregate base, and bituminous pavement of a roadway. The
reconstruction process will also involve installation or replacement of
concrete curb and gutter.
3.2. Street amenities
3.2.1. Transportational trails
Transportational trails are designed and built with bituminous, typically 8'
or greater in width. The transportation al trails are typically adjacent to
collector streets. Transportation al trails will be assessed as the total
project cost.
3.2.2. Recreational trails
Recreational trails are designed and built with bituminous, typically 8' or
greater in width. Recreational trails are mainly used for recreational
purposes and will be are located in public trailway easements or in parks
and open space areas that are not adjacent to improved streets.
Recreational trails will not be assessed as the total project costs.
3.2.3. Street lights
Street lighting improvements consist of repair or replacement of conduits,
hand holes, concrete bases, poles, and luminaries. All repairs and
upgrades to street lights will be assessed as the total project cost.
Special Assessment Policy 7
3.2.4 Landscaping
Landscaping improvements may include, but not limited to trees, shrubs,
flowers, decorative planting beds, colored and stamped concrete,
hardscape, raingarden features, and irrigation. All landscaping elements
shall be assessed as the total project cost.
3.2.5 Petitioned Landscaping
Petitioned landscaping elements shall be assessed at 100% to benefitting
properties.
3.3. Sub - surface
3.3.1. Storm sewer
Storm sewer rehabilitation involves repair, installation, or adjustments of
catch basins, manhole structures, culverts, storm pipe, and ditches.
3.3.2. Sanitary sewer
Sanitary sewer rehabilitation involves repair, installation, or adjustments of
manhole structures, and pipe.
3.3.3. Water mains
Water main rehabilitation involves repair, installation, or adjustments of
water main, gate valves, hydrants, and curb stops.
3.4. Park Improvements
3.4.1. Park or open space improvements are not considered assessable
as part of the total project cost. Park improvements may be
maintenance related to the existing infrastructure, new construction of
park features or infrastructure, shelter improvements, playground
feature enhancements, lighting, fencing, landscaping, ballfield
development or maintenance, interpretative displays, accessory items
and other recreational elements that enhance, preserve or improve
assessability to active park areas or natural and open space
environments.
�- • •-
4.1. When infrastructure maintenance or public improvement provides a
special benefit to properties within a definable area, it is the intent of this
policy that market analyses or valuation analyses of sample properties
shall be conducted prior to the project onset to determine project benefit
relative to the proposed special assessment. The method of analysis
used may vary, depending upon the number of impacted parcels and the
Special Assessment Policy
cost of the project. The results of the market or valuation analyses will be
part of the feasibility report. Where appraisals are obtained, the
appraisals will be conducted by an appraiser who is licensed by the
Department of Commerce as a certified residential real property appraiser
or a certified general real property appraiser.
4.2. Benefited property
For purposes of this policy, properties are deemed to receive a benefit
under circumstances described below, but the Council shall make the final
determination of which properties receive benefit for any particular project:
4.2.1. Urban residential property will be considered to receive a benefit if
the main entrance to the property has direct access to the street
receiving major maintenance.
4.2.2. High and medium density residential property will be considered to
receive benefit if it has direct access to the street receiving major
maintenance.
4.2.3. Rural residential lots will be considered to receive benefit if they
have direct access to the street receiving major maintenance.
4.2.4. Agricultural land will be considered to receive benefit from any
major maintenance project on which the property abuts (rear, side,
or front footage), as determined by an appraiser.
4.2.5. Commercial /industrial /non- profit/tax exempt property will be
considered to receive benefit from any major maintenance project
to a street on which the property abuts (rear, side, or front footage).
4.2.6. Commercial /industrial property will be considered to receive a
benefit from major maintenance projects to a street on which the
property does not abut, when justified by the particular
circumstances, including the proximity of the property to the street
and the traffic generated by the property.
4.2.7. Religious institutions /school lots will be considered to receive a
benefit to receive benefit from any major maintenance project to a
street on which the property abuts (rear, side, or front footage).
4.2.8. City -owned property will be considered to receive benefit from any
major maintenance project to a street on which the property abuts
(rear, side, or front footage).
Special Assessment Policy 9
•• =-I
5.1. When infrastructure maintenance or public improvement provides a
special benefit to properties within a definable area, it is the intent of this
policy that special assessments be levied against the benefited properties
within that area. The public improvements being assessed for will be
completed on homogeneous areas that have same or similar lot sizes. In
general,
5.1.1. The amount of assessment will include all statutorily allowed project
costs (see "Definitions ").
5.1.2. The method of assessment for public improvements in Cottage
Grove will be on a residential buildable lot equivalent basis for
urban residential properties.
5.1.3. The method of assessment may include residential buildable lot
equivalent or area and / or lineal foot basis for non - residential and
multi - family properties.
5.1.4. Minor maintenance improvements, as that term is defined in this
policy will not be assessed against benefited properties.
5.2. Urban residential land use /multi - family residential land use
For urban residential lots on urban /residential streets and for multi - family
lots within or outside the MUSA, 45% of the project costs for both
surface and sub - surface assessments will be assessed. All
urban /residential lots on urban /residential streets shall be assessed
based on the city standard street section even if the width is greater.
Special Assessment Policy 10
The assessment will be apportioned among benefited urban residential
and multi - family residential properties based on the number of residential
buildable lot equivalent (RBLE) units for each property. The number of
residential buildable lot equivalent units for each property shall be
determined based on the maximum dwelling units (see "Definitions ") for
the property, and multiplied by the applicable factor as determined by the
Council (see example in Appendix 1). The following chart of factors will
be used, subject to adjustment by the Council for any inequities:
Residential Buildable Lot
Single Family lot
1.0
Duplex lot
1.0
Condominiums
.40
Apartment
.40
Town house
.60
5.3. Rural Residential land
For rural residential land within or outside the MUSA, 45% of the total
project cost will be assessed for major maintenance improvements to
rural roads, as that term is defined in this policy. The assessments will be
apportioned among the benefited rural residential lots on a unit basis, with
each lot being one unit (see example in appendix 2).
5.3.1. Minor maintenance improvements, as that term is defined in this
policy, will not be assessed against benefited properties.
5.3.2. This assessment policy applies only to major maintenance
improvements to rural roads that involve "replace -like- kind," i.e.,
maintaining, repairing or replacing an existing road section to the
same width and type of road surface as existed prior to the
improvement. This policy does not apply to any road improvements
that would involve reconstruction of an existing road (that does not
meet the rural standard) to the full rural standard, and it does not
apply to road improvements that would involve reconstruction of an
existing rural road to a standard urban street design. Rural roads
would not be brought to complete urban street standards until after
the area surrounding the road is brought into the MUSA.
5.4. Agricultural land use
For agricultural land, assessment will be based on a benefit appraisal
given that each project in an agricultural area will likely have unique
circumstances and benefit levels not fitting clearly into a standard
assessment formula. These appraisals would be done under the current
Special Assessment Policy 11
zoning and land use as opposed to the potential future zoning and land
use.
5.5. Commercial / Industrial land use
For commercial / industrial lots within or outside the MUSA, 100% of the
project costs will be assessed against benefited commercial /industrial
lots. The assessment shall include both surface and sub - surface
assessments and will be apportioned among the benefited
commercial /industrial lots as follows:
5.5.1. Commercial / Industrial lots adjacent to the improved street surface
5.5.1.1. Surface improvements
One third of the project costs will be apportioned among the
commercial properties based on the number of linear feet
abutting the improved street surface. Two thirds of the
project costs will be apportioned among the commercial
properties based on the areas of the properties, in square
feet.
5.5.1.2. Sub - surface improvements
5.5.1.2.1. Storm sewer- One third of the project costs will be
apportioned among the commercial properties based on
the number of linear feet abutting the project. Two thirds
of the project costs will be apportioned among the
commercial properties based on the areas of the
properties, in square feet.
5.5.1.2.2. Sanitary sewer- One third of the project costs will be
apportioned among the commercial properties based on
the number of linear feet abutting the project. Two thirds
of the project costs will be apportioned among the
commercial properties based on the areas of the
properties, in square feet.
Special Assessment Policy 12
5.5.1.2.3. Water main- One third of the project costs will be
apportioned among the commercial properties based on
the number of linear feet abutting the project. Two thirds
of the project costs will be apportioned among the
commercial properties based on the areas of the
properties, in square feet.
5.5.2. Commercial / Industrial lots not abutting the improved street
surface.
The maintenance, repair and replacement of certain streets will
benefit commercial properties even though the properties do not
abut the street. The following streets are listed as examples, and
the list is not intended to be exclusive: 70 Street; 80 Street;
Jamaica Avenue; CSAH 19. The Council will determine which
projects involve benefit to non - abutting commercial properties
based on the facts and circumstances of the particular project.
Commercial /industrial properties may be assessed for project costs
under both 5.5.1 and 5.5.2 of this policy, depending upon the
particular project.
5.5.2.1. Commercial/ Industrial Tier Method
For property located in a commercial district without frontage
on the reconstructed street, a tier system will be utilized.
Fifty percent (50 %) of the total project costs will be assessed
to benefited commercial /industrial properties. The benefited
area would be divided into a tier system based on proximity
and trip generation. The costs to be assessed would be
apportioned to benefited properties based on a percentage
of parcel area, with the highest percentage assigned to the
most benefited tier and the lowest percentage assigned to
the least benefited tier. The number of tiers and the
percentages assigned to each tier will be determined based
on the facts and circumstances of the particular project (see
Appendix 3 and 4 for an example).
5.6. Religious Institutions / School land use
For religious institutions / school lots within or outside the MUSA, 75% of
the total project costs will be assessed. For purposes of this policy, a
property is considered to have a school land use only if the land is
improved with a school building at which students attend classes. Other
properties owned by a school district but not used for classes will be
assessed in the same manner as city -owned property. The assessment
Special Assessment Policy 13
will be apportioned among_benefited properties as follows, and shall
include both surface and sub - surface assessments.
5.6.1. Property Front Footage
Assessments against religious institutions and school properties
are apportioned based on front footage on the street that is being
improved.
5.7. City -owned property
City -owned property within or outside the MUSA will be assessed in the
same manner as commercial /industrial lots.
6. Financing
Once the special assessments are levied and adopted, the special assessments
will be certified to the Washington County Auditor to be added to the property tax
lists for collection with real estate taxes. The property owner may prepay, at the
City offices, the entire amount of the special assessment or an amount equal to
or greater than $500.00 per parcel without any interest within thirty days after
adoption of the assessment rolls by the City Council. Partial payment is not
authorized by City Ordinance if not paid within 30 days of the adoption of the
special assessment.
6.1. Term of assessment
The term of special assessments shall be fifteen (15) years.
6.2. Interest Rate
The interest rate of special assessments shall be at a rate equal to the
municipal bond rate plus 1.5% established on the date costs are declared
on the project by the City Council. The costs are declared at the Special
Assessment Hearing as outlined in Minnesota Statute, Chapter 429.
7. Deferrals
All assessments, whether or not they are in deferment status, will continue to
accrue interest on the unpaid principle balance at the rate established at the
time of certification of the levy.
7.1. Statutory deferments
The following deferments may be available:
Special Assessment Policy 14
7.1.1. Pursuant to Minnesota Statutes sections 435.193 through 435.195,
senior citizens and retired, disabled homeowners may defer special
assessments levied against homestead properties, as also noted in
City Code 1- 10 -04.
7.1.2. Deferment for unimproved land. The payment of the first
installment of any assessment levied upon unimproved property
may be deferred until a designated future year (not to exceed 15
years from the date of the levy), or until the platting of the property
or the construction of improvements thereon, upon such terms and
conditions and based upon such standards and criteria as may be
provided by resolution of the Council. If special assessments
against the property have been deferred, the City Clerk will file with
the Washington County Recorder or Registrar of Titles a certificate
containing the legal description of the affected property and of the
amount deferred. In any event, every assessment the payment of
which is so deferred, when it becomes payable, shall be divided
into a number of installments such that the last installment thereof
will be payable not more than 30 years after the levy of the
assessment or such shorter period as the Council may specify in
the resolution. All such assessments shall bear interest at the rate
as the resolution determines.
O
Agricultural Land
Agricultural land means land that is not served by municipal sewer and water,
that has contiguous acreage of ten acres, and that is in the agricultural use.
Agricultural Use
Agricultural use means that production for sale of livestock, dairy animals,
dairy products, poultry or poultry products, fur - bearing animals, horticultural or
nursery stock, fruit, vegetables, forage, grains, or bees and apiary products.
Wetlands, pasture and woodlands accompanying land in agricultural use shall
be deemed to be in agricultural use.
Assessment
The dollar amount charged against a property receiving an improvement
benefit.
Bituminous /Hot Mix Asphalt /Asphalt Pavement
A mixture of asphalt cement and aggregate thoroughly mixed and compacted
into a mass. Typically placed in 1 '/2 to 2 '/2 inch lifts.
Special Assessment Policy 15
Commercial /Industrial
Commercial /industrial property is any property that is not residential land or
agricultural land and that is not used for school or religious institution
purposes.
Condominium
Individual ownership of a unit in a multi -unit structure (similar to an apartment
building). A special relationship exists whereby the individual owns the actual
air space within the physical confines of the unit but not the barrier wall
themselves. The owners of all of the condominium units each own a
fractional share of common areas such as hallways and open space areas.
Direct Access
For the purpose of this policy, a property has direct access to a public street if
gains access to the street via curb cut, driveway or private road, but not via
an intervening public street.
Feasibility Report
A report presented to City Council to determine feasibility as to whether the
improvements should best be made as proposed or in connection with some
other improvement. The report must also include the estimated cost of the
improvement as recommended. A reasonable estimate of the total amount to
be assessed, and a description of the methodology used to calculate
individual assessments for affected parcels, must be available at the hearing.
Major Maintenance
For the purpose of this policy, major maintenance will consist of overlays,
partial or total reconstruction together with other associated infrastructure
repairs, reconstruction, and construction.
Maximum Dwellinq Units
Maximum dwelling units means the greatest number of dwelling units that
could be developed on improved property under the current zoning
classification for the property. For unimproved property, the City Council may
consider the greatest number of dwelling units that could be developed under
either the current zoning classification or under a potential future zoning
classification, depending upon the likelihood that the property will be rezoned
in the near future.
Special Assessment Policy 16
Minor Maintenance
For the purpose of this policy, minor maintenance will consist of pothole
repair, patching, crack sealing, sealcoating, skin patch overlays, and general
maintenance that the Public Works Department completes.
Multi- family Residential
A residential property that is /or may be improved with two or more dwelling
units.
Municipal Bond Rate
The interest rate carried by A debt security issued by a municipality to finance
its capital expenditures.. Municipal bonds may be used to fund expenditures
such as the construction of highways, bridges or structures.
MUSA
Metropolitan Urban Services Area as established in the City's comprehensive
plan and approved by the Metropolitan Council.
Patch & Repair
This procedure involves the repair of the typical "pothole" or other similar
small isolated section of structural failure. It involves removal and repair of
the street section.
Project Cost
Project cost shall include, but not be limited to the following for both surface
and sub - surface improvements: Construction costs; Engineering fees,
Administrative fees; Legal fees; Signage; Lighting; Right -of -way costs;
Public Improvement
This term is intended to have the same meaning as the term "improvement"
as defined in Minnesota Statutes, Section 429.011.
Religious Institution Use
A religious institution use is the use of land by a nonprofit, religious
organization as a place of worship.
Special Assessment Policy 17
Residential
Residential land is property that is used to provide dwelling unit(s) for
individuals or, if property is unimproved, that is zoned for development with
dwelling units.
Rural Residential
Rural residential land means land that is not served by municipal sewer and
water, that is used for single family residential purposes, and that is not
agricultural land.
Rural Reads
Rural roads are defined as all roads outside of the MUSA that are not
classified as arterials.
Sealcoat
This is the surface application of an asphalt emulsion followed by the
placement of small graded aggregate. It's a wear - resistant coating that
protects pavements from oxidation and the effects of moisture.
Single Family Residential
A single family residential property is one that is or can be improved with only
one dwelling unit.
Special Benefit Assessment ( "Assessment ")
The dollar amount charged against a parcel of land receiving an improvement
benefit.
Townhouse
Single family attached units in structures housing two or more contiguous
dwelling units that share a common wall, each having separate individual
front or rear entrance; the structure is that of a row -type house as
distinguished from multi - dwelling apartment buildings.
Urban /Residential Lots
Any lots with municipal sewer and water available that are used for single
family residential purposes or, if unimproved, are zoned for single residential
development.
Special Assessment Policy 18
Appendices 1 through 5 are examples that are intended to demonstrate
particular provisions of the assessment policy. The examples are based on
hypothetical projects and demonstrate the methods by which assessments
will be calculated. The examples are not representative of actual costs or
actual assessment amounts. Project costs for an actual project may vary
greatly from project to project, based on physical and market conditions that
exist at the time the particular project is undertaken. Assessment amounts
will also vary, depending upon actual project costs and other circumstances.
9.1.Appendix 1: Urban residential land use /Multi - Family
Residential land use
Total project costs are $300,000, of which $240,000 is surface
improvements and $60,000 is subsurface improvements of storm sewer,
water and sanitary sewer. The benefited properties include 5 single
family properties with no potential for further subdivision; one
undeveloped property that could be subdivided into 5 single family lots;
one condominium property with 10 condominium units; and one town
house property with 10 town house units.
Amount assessed for surface: 45% of $240,000 = $108,000
Amount assessed for subsurface: 45% of 60,000 $27,000
Total amount to be assessed: $135,000
Total number of RBLE units: 5 + 5 + (10 x .4) + (10 x .6) = 20
Assessed amount per RBLE unit: $135,000 _ 20 = $6,750 per RBLE unit
Assessment for each single family property: $6,750 ($33,750 total)
Assessment for undeveloped property: $33,750
Assessment for condominium property: $27,000
Assessment for town house property: $40,500
$135,000
9.2.Appendix 2: Rural Residential land use
Example of Replace- Like -Kind: Pine Coulee subdivision will have the
existing bituminous reclaimed and the new bituminous mat will be the
same width as the previous surface. Pine Coulee is not anticipated to
enter into the MUSA for quite some time. This will enable residents to
have a new road surface without undergoing substantial reconstruction
until City utilities are made available to the area.
Special Assessment Policy 19
One example area would be the Gateway South Area (Hwy 61 &
Jamaica from East Point Douglas south to 95 street). For this area we
have attached a map that would show the different areas.
A $200,000 project that benefits 12 commercial properties, all without
direct frontage to the street being improved. Amount assessed is
$100,000. The Council determines that, based on proximity and trip
generation, the benefited properties fall into four different tiers in level of
benefit. There are three properties in each tier.
Tier #1: Properties within Tier #1 are assessed based on 100% of the
parcel areas. Properties in this tier have areas of 100,000 s.f., 75,000
s.f.,. and 50,000 s.f.. With a proximity factor of 100 %, the adjusted
parcel areas are the same.
Tier #2: Properties within Tier #2 are assessed based on 75% of the
parcel areas. Properties in this tier have areas of 100,000 s.f., 75,000
s.f., and 50,000 s.f. With a proximity factor of 75 %, the adjusted parcel
areas are 75,000 s.f., 56,250 s.f. and 37,500 s.f.
Tier #3: Properties within Tier #3 are assessed based on 50% of the
parcel areas. Properties in this tier have areas of 100,000 s.f., 75,000
s.f. and 50,000 s.f. With a proximity factor of 50 %, the adjusted parcel
areas are 50,000 s.f., 37,500 s.f. and 25,000 s.f.
Tier #4: Properties within Tier #4 are assessed based on 25% of the
parcel areas. Properties in this tier have areas of 100,000 s.f., 75,000
s.f. and 50,000 s.f. With a proximity factor of 25 %, the adjusted parcel
areas are 25,000 s.f., 18,750 s.f. and 12,500 s.f.
Total of adjusted parcel areas: 562,500 s.f.
Assessment per s.f.: $100,000 _ 562,500 s.f. _ $.177/s.f.
Assessments in Tier #1: $17,700, $13,275, and $8,850
Assessments in Tier #2: $13,275, $9,956, and $6,638
Assessments in Tier #3: $8,850, $6,638, and $4,425
Assessments in Tier #4: $4,425, $3,319, and $2,213
Special Assessment Policy 20
9.4.Appendix 4: Commercial / Industrial Tier Map
CL
a�
0
C�
a�
m
m
0
U
Special Assessment Policy 21
Appendix 5: Pavement Management Map
NOLLVAON
�f
V
;
►/ , �
.fir
F¢
•