HomeMy WebLinkAboutPACKET Town Board Study Session 2015-12-08
Tuesday, December 8, 2015
TOWN BOARD 4:45 p.m. – 6:40 p.m.
STUDY SESSION Rooms 202/203
4:45 p.m. Briefing on Financing of Improvements to Small Water
Systems.
(Dir. Bergsten, Attorney White & Ed Schemm/Larimer Co. Health Dept.)
5:30 p.m. Dinner Served
5:45 p.m. Agenda Policy
(Administrator Lancaster)
6:15 p.m. Trustee & Administrator Comments & Questions.
6:25 p.m. Future Study Session Agenda Items.
(Board Discussion)
6:40 p.m. Adjourn for Town Board Meeting.
“Informal discussion among Trustees concerning agenda items or other Town matters may occur before this
meeting at approximately 4:30 p.m.”
AGENDA
UTILITIES Report
To: Honorable Mayor Pinkham
Board of Trustees
Town Administrator Lancaster
From: Reuben Bergsten, Utilities Director
Greg White, Town Attorney
Ed Schemm, Assistant Director of Environmental Health Larimer County
Jeff Boles, Water Superintendent
Date: December 8, 2015
RE: Briefing on Financing of Improvements to Small Water Systems
Objective:
Inform the Town Board of how the Town is stepping up to help improve the quality and
reliability of the Estes Valley’s infrastructure. The Town Board may face decisions that
facilitate improvements to small drinking water systems in the Estes Valley.
Present Situation:
Changes in the State Drinking Water Revolving Fund loan program have motivated us
to research other financing options. The old process allowed project financing to be
secured to pay for both detailed design and construction. The new State process
requires the detail design to be completed prior to project financing. Funding a detail
design up front is beyond small water systems’ budgets.
We have engaged the USDA Rural Development (RD) office as an alternate financing
method. The USDA does provide upfront funding for detailed design. The USDA RD
program has opened the door to other options:
a. Continue with an Improvement District process using the State program if the
private nonprofit water system can provide upfront funding of the detailed design.
b. The private nonprofit water system can seek out financing for system improvements
and continue to own and operate their system.
c. At the request of the private water system, Town Board enters into a Voluntary
Water System Transfer and the Town becomes the applicant for USDA RD project
financing.
Proposal:
At present there are four water systems considering system improvements:
1. Park Entrance Mutual Pipeline & Water Company (PEMPWCo)
2. Hondius Water System
3. Charles Heights
4. Prospect Mountain Water Company
We are currently pursuing option “c.” for PEMPWCo. As details unfold, the Town Board
will be asked to consider the approval of the Voluntary Water System Transfer
Agreement and to vote on the formation of a new Park Entrance Capital Improvement
Enterprise Fund.
Advantages:
Option “a.” has been successful in the past. We would continue to work with the County
as we have in the past.
Option “b.” is highly desirable from our perspective; however, as regulatory pressure
grows small water systems will struggle to stay in compliance. As evidence to this,
Windcliff has approached the Town to operate their system, i.e. operations,
maintenance, regulatory testing and reporting.
Consolidation of smaller systems will improve the Estes Valley’s drinking water
infrastructure through economy of scale which will lead to drinking water reliability and
quality.
Option “c” does the following:
1)Eliminates the Improvement District vote which speeds up the project.
2)Eliminates the Improvement District property lien. The lien is often the barrier for
gaining consensus to proceed with improvement projects.
3)Liens can also reduce property sales (transactions). Mortgage companies will
require first position on the property deed so owners are faced with reducing their
equity to pay off the lien.
4)USDA RD program requirements do not require the Davis Bacon and Related
Acts (DBRA). This reduces construction administration costs, reduces
construction costs and will increase the likelihood of local contractors bidding on
these projects.
5) Financing, example using $1,000,000:
State Revolving Fund 20 years at 2%, bi-annual payments $60,911.20/year
USDA Rural Development 40 years at 3.5%, bi-annual payments $46,641.86/year
•The 40-year loan improves the water customers’ cash flow by reducing the
payment.
•The 40-year term is reasonable as ductile iron pipe has seen over 100 years
of useful service life, and counting.
Disadvantages:
1)Improvement Districts require a formal vote which eliminates perceptions the
Town is imposing something on property owners.
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a) Countered by a requirement to have a signed petition with a minimum
percentage of signatures (percentage to be determined by the Town Board).
2) The Town Board will have to set a new rate for new enterprise funds. Utility
billing will have to bill and collect the new rate.
a) The alternative is to have the County bill and collect the funds through an
Improvement District. The Town’s Utility is in the business of billing for
services. Adding another line item to the utility bill is simple compared to what
the County has to do.
3) The Town will have to form a new Enterprise Fund.
a) This is a relatively simple process. There is some additional accounting and
auditing burden; however, it is limited to holding the loan and paying the loan.
All operations, maintenance and regulatory testing/reporting will be conducted
through the existing Water Enterprise Fund.
4) Vacant lots and properties on wells will not be obligated to pay for the
infrastructure improvement. They will benefit from fire protection.
a) HOAs with authority to levy assessments could choose to assess vacant lots
and properties on wells and pay off the loan early. The USDA RD program
does not have any early payoff penalties.
Action Recommended:
No action required at this time.
Budget:
Accounting project codes have been established for each of the pending systems. Time
worked on these associated projects will be billed to the project and reimbursed through
the project financing.
Costs associated with developing the general process have been absorbed by the
County and Town.
Level of Public Interest
Public interest is very high but isolated to those property owners currently being served
by private systems, bankrupt systems or in neighborhoods where a strong contingent of
properties wish to expedite improvements, many of which are outside the Town
boundary but within our water service area.
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TOWN ADMINISTRATOR Memo
To: Honorable Mayor Pinkham
Board of Trustees
From: Frank Lancaster, Town Administrator
Date: December 8th, 2015
RE: Draft Board Policy on Board Meeting Agendas
Objective: To provide guidelines and direction to staff in preparing agendas for Town
Board Study Sessions, Regular Board Meetings and Standing Committee Meetings.
Present Situation:
.
Currently there is Board policy on how items get on the agenda for Study Sessions, but
the procedures for regular Town Board meetings and Standing Committee meetings is
less clear. This has placed staff in the awkward position of either adding agenda items
as the request of one Trustee or not adding an item requested by a Trustee. Staff
would like more direction on how to handle these requests.
Proposal: A draft policy has been prepared for Board review and comment
Advantages:
Clarifies how items are placed on Board agendas
Removes ambiguity for staff preparing the agenda
Will help prevent situations where items appear on an agenda that the majoring of the
Board does not want to consider or discuss.
Disadvantages:
Places restrictions on items to be discussed by the Board
Could limit discussion of an item that a minority of the Board wants to have on an
agenda.
Requires additional lead time before most items can be added to an agenda
Action Recommended:
For discussion only
Level of Public Interest
low
Note – Any item requiring a change to the Municipal Code, Development Code or any
other action requiring an Ordinance to be passed by the Town Board is required to have
the Ordinance included.
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AGENDAS
General - The Town Clerk is responsible for the preparation and publication of the
agendas for any meeting of the Board of Trustees. The Town Clerk shall establish
deadlines for items to be added to the agenda in order to provide adequate public
notice of Board meetings and to fully meet the requirements of the Colorado Open
Meetings Act.
1. Regular Board Meetings
a. Agendas for regular board meetings shall follow the format approved by
the Board in Policy 103 - Town Board Procedures.
b. Adding items to the Agenda
i. Routine Administrative Issues - Routine administrative issues,
including renewal of ongoing contracts, approval of bills, approval
of minutes, issuance, renewal and transfer of liquor licenses, land
use issues requiring quasi-judicial action and proclamations or
other ceremonial actions may be placed on the agenda by the
Town Clerk without any further approval.
ii. Items requested by Town Staff - Any items, other than routine
administrative items, must be approved by the Town Administrator
before being placed on the agenda. The Town Administrator may
place these items on the Regular Board agenda without any further
approval of the Board.
iii. Reports or requests from outside entities - The Town Administrator
has the authority to approve any requests from outside or partner
agencies wishing to present before the Town Board. This includes
update reports (I.E. Updates from the Superintendent of Rocky
Mountain National Park) and requests requiring action (i.e. requests
for letters of support, requests for board participation on community
projects.)
iv. Legal Issues - Legal issues requiring Board discussion or action
may be placed on the agenda by either the Town Administrator or
the Town Attorney.
v. Trustee requested items - Any trustee may request that an item be
added to the regular board agenda by one of the following
methods.
1. Request that the item be added to the agenda of an
upcoming Regular meeting during the Trustee comment
Draft 2 11‐30‐15
period at a study session. If any other Trustee objects to the
item being placed on the agenda, the request must be made
a Regular Board meeting.
2. Request that an item be added to an upcoming agenda
during Trustee comment period at a regular board meeting.
The Board may approve the addition of the item to a future
board meeting by consensus or may call for a vote. If a
vote is called for, a majority affirmative vote of the Board is
required to add the item to a future agenda.
3. By an affirmative vote of a majority of the Trustees present
at a meeting, additional matters may be added to the agenda
of any such meeting, as long as it is allowed by statute.
vi. By referral from a Board Standing Committee.
vii. Emergency items - At times it may be necessary to add items to an
agenda on short notice to protect the immediate health, safety and
well being of the community or the organization. The Mayor, Town
Administrator or Town Attorney may add emergency items to any
agenda at anytime, at their sole discretion.
2. Study Sessions
a. The Town Board will review the schedule for upcoming Study Sessions.
The Mayor, Trustees or staff may request or recommend any appropriate
matters for Town Board consideration; however the Town Administrator
will only place items on a Study Session agenda with the direction of a
majority of the Board.
b. By an affirmative vote of a majority of the Trustees present at a meeting,
additional matters may be added to the agenda of any such meeting, as
long as it is allowed by statute.
3. Board Standing Committees (PUP, CD/CS, Audit)
a. The Town Clerk shall prepare the agendas for the Board Standing
Committees in consultation with the committee chair and appropriate staff.
b. Items on the agenda should be limited to the scope of the specific
committee.
c. Any items requiring Board approval or further action must be referred by
the Committee to the full board including a recommendation as to whether
the item should be considered on the Consent Agenda or as an Action
Item.
Draft 2 11‐30‐15
d. By an affirmative vote of a majority of the Trustees present at a meeting,
additional matters may be added to the agenda of any such meeting, as
long as it is allowed by statute.
e. All Actions of Standing Committees are to be considered
recommendations and not final actions representing the Board of
Trustees, unless otherwise authorized by Board policy.
January 12, 2016
Discussion of Vacation Rental Fees
and Code Enforcement
January 26, 2016
Fund Balance Policy
Revised Purchasing Policy
Updated Long Range Pavement
Improvement Program
February 9, 2016
Discussion of Noise Ordinance
Update on 2015 I-code Adoption and
Local Amendments, Including Property
Maintenance Code
February 23, 2016
Policy on Naming Town Facilities
Update on Consideration of Transit
Going Year Round in Order to Qualify
for Federal Funding
Items Approved – Unscheduled:
(Items are not in order of priority)
Update on Upcoming Construction
Schedules for Major Projects Through
2018 – Include in Budget Discussions
Discussion of Impact Fees and Other
Funding Options to Support Housing
Goals
Fish Hatchery Property Discussion
Town’s Role in Economic
Development as Related to Other
Organizations (Possibly a Work
Session with the EDC & VEP)
Briefing on Storm Drainage and Flood
Management Issues and Management
Options. Discussion of Storm Water
Utility.
Update on Environmental Assessment
NEPA Process Draft Concerning the
Loop
How the Board Handles Off Cycle
Requests for Funding From Outside
Organizations
Follow Up on Broadband Issues
Study Session Items for Board
Consideration:
None
Future Town Board Study Session Agenda Items
December 8, 2015