HomeMy WebLinkAboutResolution 4972 Stating Conditions to Consider Annexation of Property Located within the Riverside County Water and Sewer District No. 310 COMMISSION RESOLUTION NO. 4972
A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF BOZEMAN,
MONTANA, STATING THE CONDITIONS NECESSARY FOR THE COMMISSION TO
CONSIDER ANNEXATION OF PROPERTY LOCATED WITHIN THE RIVERSIDE
COUNTY WATER AND SEWER DISTRICT NO. 310.
WHEREAS, the City of Bozeman (".City") has established comprehensive annexation
goals and policies to provide for orderly, well-planned growth of the City; and
WHEREAS, the City established these goals and policies in accordance with annexation
statutes as set forth in Title 7, Chapter 2, MCA; and
WHEREAS, it is the goal of the City to encourage annexations of land contiguous to the
City; and
WHEREAS, the City seeks to annex all property contracting with the City for services;
and
WHEREAS, it is the goal of the City to require annexation of all land proposed for
development lying within the service boundary of the existing sewer system as depicted in the
Bozeman Community Plan (Growth Policy), and to encourage annexations within the urban
growth area identified in the Growth Policy; and
WHEREAS, it is the policy of the City to require annexation of any contiguous property
for which City services are requested or for which City services are currently being contracted;
and
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Resolution 4972,Riverside Annexation Conditions
WHEREAS, Riverside County Water and Sewer District No. 310 ("District") is a water
and sewer district organized and operating pursuant to §7-13-2200 et seq., MCA, and is located
contiguous to the City; and
WHEREAS, in December of 2011, the Montana Department of Environmental Quality
("MDEQ")conducted an inspection of the District's wastewater facilities and informed the District
of a number of deficiencies that needed to be corrected with respect to treatment and disposal of
its wastewater; and
WHEREAS, the District is comprised of and serves properties contiguous to the City
described as Riverside Manor Subdivision, Riverside Greens Subdivision, and Riverside Country
Club ("Riverside Properties"); and
WHEREAS, the City's water reclamation facility (WRF) is contiguous to the Riverside
Properties and has the capacity to treat and dispose of the wastewater that is collected within the
District; and
WHEREAS, in 2014, the City Commission heard a request from the District and several
owners of Riverside Properties to enter into an interlocal agreement with the District that would
have connected the District's wastewater collection system to the WRF; at that time, the City
Commission determined that should the City agree to assist the District and its residents in
addressing the District's wastewater issues, annexation could not be delayed for longer than 18
months after the connection; and
WHEREAS, since 2014 the District has been pursuing options related to addressing the
wastewater issues raised by the MDEQ; and
WHEREAS, on March 17, 2016, the MDEQ issued its Administrative Order on Consent
(AOC) (Docket No. WQ-15-18) requiring the District to develop a compliance plan explaining
how the District intends to return its wastewater treatment operations to compliance with the
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Resolution 4972,Riverside Annexation Conditions
Montana Water Quality Act and Montana's Public Water Supply Laws; and
WHEREAS,in May of 2018 the District communicated to MDEQ its preferred alternative
for complying with MDEQ's AOC is to connect its wastewater collection system to the City's
VW; and
WHEREAS,in 2018 the District and the City renewed discussions regarding entering into
an agreement with the City whereby the City would treat and dispose of the wastewater collected
within the District and Riverside Properties would petition to be annexed into the City as a
condition of receiving wastewater services; and
WHEREAS, §7-13-4314, MCA, and Sec. 40.03.1380, BMC, provide that any person,
firm, or corporation receiving sewer or wastewater service outside of the incorporated city limits
may be required by the City, as a condition to initiate or extend such service, to consent to
annexation of the property served by the City; and
WHEREAS,the City believes that annexation is an appropriate prerequisite to providing
wastewater services to the Riverside Properties and, upon the filing of a petition for annexation
pursuant to §7-2-4601, MCA, the City will provide a plan for the extension of municipal services
to the area to be annexed; and
WHEREAS, an extension of services plan can be specifically tailored to Riverside
Properties, for extending each municipal service based on the present circumstances concerning
existing services, systems, and facilities so as to, in part, recognize the character of existing
neighborhoods; and
WHEREAS,a petition for annexation and an extension of service plan may address issues
that are in the best interests of the City and its inhabitants, as well as the Riverside Properties and
their inhabitants, such as, but not limited to, rights of way, easements, transportation facilities,
water rights or cash-in-lieu, waivers of right to protest creation of special improvement districts
(SID) and/or special districts or maintenance districts, impact fees and water and sewer hookup
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Resolution 4972,Riverside Annexation Conditions
fees, recognition of existing improvements and reservation of existing maintenance
responsibilities; and
WHEREAS,the City and the District may enter into an agreement for the City to acquire the
District's wastewater collection facilities and to treat and dispose of the wastewater collected within
the Riverside Properties pursuant to §7-11-101 et seq. MCA(an"Interlocal Agreement"); and
WHEREAS, the District represents to the City that connecting the District's wastewater
effluent to the City's WRF, which will involve designing and constructing additional infrastructure
(the"Project")will address the issues raised by the MDEQ with the District as well as improve water
quality in the East Gallatin River—a benefit to residents of the Riverside Properties,the residents of
the City of Bozeman, Gallatin County, and the State of Montana; and
WHEREAS, upon request of the District the City desires to provide the District and its
residents a framework within which a petition for annexation will be favorably received for the
Riverside Properties; and
WHEREAS,the City recognizes that the Riverside Properties consists of existing platted
subdivisions with more than 100 property owners with existing neighborhood characteristics; and
WHEREAS,the City Commission recognizes providing such a framework in a non-binding
manner may facilitate a final resolution to the District's wastewater compliance issues with the
MDEQ and facilitate resolving the issue of whether the City will participate in such a solution on
behalf of the District and the Riverside Properties.
NOW, THEREFORE, BE IT RESOLVED by the City Commission of the City of
Bozeman, Montana:
Section I
The Commission determines it will be in the best interests of the City of Bozeman and its
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Resolution 4972,Riverside Annexation Conditions
residents, visitors, and businesses and of the owners and residents of the Riverside Properties to
extend the boundaries of the City of Bozeman to include said Riverside Properties within the
corporate limits of said City of Bozeman, Montana.
The terms and conditions under which the City Commission would look favorably upon a
petition for annexation, submitted pursuant to Title 7, Chapter 2, Part 46, MCA, are as follows:
1. Petition for Annexation. To consider annexation of the Riverside Properties the owners
of the Riverside Properties must, along with paying all required fees, submit a written
petition containing a description of the area requested to be annexed, the requested
zoning, and signed by more than 50%of the resident electors owning real property in the
area to be annexed or the owner or owners of real property representing 50% or more of
the total area to be annexed. The Commission will look most favorably upon a petition
containing more than 60% of the above.
2. Processing of the Petition. Upon receipt of a petition, the City will process the petition
pursuant to Montana law in the same manner as all other petitions for annexation,
including all applicable zoning procedures,so that the petition can be properly and timely
placed on the City Commission agenda for consideration.
3. Post Annexation Treatment. Consistent with the City's policy and the manner in which
it treats other annexed properties, the Riverside Properties will become part of the City
upon annexation for all municipal and governmental purposes including voting, debts,
taxation,representation,enforcement of laws and ordinances including the City's Unified
Development Code (UDC), etc. Upon annexation, the Riverside Properties and their
owners/residents shall be entitled to the same privileges and benefits as provided to other
parts of the City and their residents. The Commission, however, recognizes that the
Riverside Properties are unique in that they have been part of established neighborhoods
with their own character for many years. As such, the Commission will not at this time
require property owners to upgrade streets and sidewalks within the District to City
standards at the time the Riverside Properties are annexed, or otherwise change the
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Resolution 4972, Riverside Annexation Conditions
physical appearance of the neighborhoods. Such a decision,however, cannot bind future
city commissions, which may require property owners to do so.
a. Until the Project is completed, the District must be responsible for
collecting and treating wastewater collected within its boundaries, as well
as charging and collecting the appropriate fees for the same.
b. Upon completion of the Project, the City will charge all costs for
wastewater collection and processing directly to the owners/residents of
the annexed properties in the same manner as all other City wastewater
customers. The City will require property owners or the District as a
condition of receiving wastewater service to install water meters on their
water service to determine the volume of wastewater generated by the
Riverside Properties. In addition, the City will determine the assessment
rate and methodology for wastewater treatment including any additional
charges for operation of any required lift stations.
c. Property owners may plow their own streets though all properties within
the area to be annexed will be subject to full City street maintenance
assessments.
4. Existing Rural Improvement Districts(RIDS). The Commission recognizes the Riverside
Properties appear to be included in Gallatin County's Rural Improvement District(RID)
Maintenance Program through RID 308 and RID 346. At the time of submission of the
petition for annexation, the owners of the Riverside Properties will need to explain how
these RIDs will be addressed, with the understanding the existence of the RIDS cannot
reduce the assessments by the City for street and tree, and arterial and collector district
assessments. The City will not be responsible for any outstanding maintenance
assessments or indebtedness the Riverside Properties may have for these RIDs. The City
encourages the Riverside Properties to request Gallatin County use existing RID funds
to make scheduled maintenance.
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Resolution 4972,Riverside Annexation Conditions
5. Central Valley Fire District Debt. The City understands the Central Valley Fire District
(CVFD), of which the Riverside Properties are currently located within, may have
undertaken financial commitments related to construction of a new fire station. At the
time of submission of a petition for annexation the District or the Riverside Properties
must inform the City of the manner in which the District or the Riverside Properties will
release and hold the City harmless from any ongoing or future debt services payments to
the CVFD.
6. District/Riverside Properties Responsible for All Costs of the Project/Financing Options.
The District and/or the Riverside Properties shall be solely responsible for paying for all
costs of the Project. If the Riverside Properties desire for the City to create a SID for
selling bonds to finance the costs of the Project,in addition to the petition for annexation,
the owners of the Riverside Properties must submit a petition for the creation of a SID to
fund the Project. The petition must be pursuant to §7-12-4102(3), MCA and must detail
the costs to be covered by the SID assessments which such costs must include costs of
design, construction, costs associated with the sale of bonds, and administrative costs
including those applicable to the City's SID revolving fund. If not all owners of the
Riverside Properties sign such a petition for creation of a SID the petition for annexation
must at a minimum include a waiver of right to protest creation of such a SID from every
property owner signing the annexation petition. Waivers of right to protest such a SID
must be provided in sufficient number to exceed the protest thresholds provided in §7-
12-4113, MCA. If the residents find alternative financing so as to not seek the City's
assistance in financing the Project the petition for annexation or the interlocal agreement
with the District must indicate the method of financing and indicate such financing has
been secured and will be made available to the City to pay for the City's costs associated
with the Project. The owners of the Riverside Properties recognize that for the City to
create a SID to finance the Project the Riverside Properties must be annexed into the City
prior to the City commencing the process to create the SID.
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Resolution 4972, Riverside Annexation Conditions
7. Waivers of Rights to Protest for Infrastructure. Consistent with other annexation, the
City seeks waivers of rights to protest for the financing of important public infrastructure.
The petition for annexation must also include waivers of right to protest creation of(i) a
special district for park and trail maintenance to be created pursuant to §7-11-1001 et
seq., MCA; (ii) waivers of right to protest the creation of a SID for construction of all
local streets to the City's local street standard including all City requirements such as
lighting, curb, gutter, sidewalks, etc.; and (iii) given the location of the Riverside
Properties, waivers of right to protest the creation of a SID for future improvements to
Springhill Road, the intersection of Springhill Road and Frontage Road and the
intersection of Springhill Road and N. 19"Avenue.
8. Interlocal Agreement between the District and the City. The City and the District,prior to
or concurrent with annexation, must enter into an interlocal agreement. The interlocal
agreement must address:
a. Conveying Infrastructure. The manner in which the City will acquire the
District's wastewater collection facilities following completion of the Project
and which of its facilities the District will convey to the City. The District will
retain possession of and maintain responsibility for its treatment system and all
infrastructure connected to that system after the completion of the Project and
the commencement of treatment of wastewater by the City.
b. Indemnification. That the District release,hold the City harmless and indemnify
the City from any claims or damages resulting from, arising out of, or in any
way related to pollution and water quality compliance issues stemming from the
District's operation of its wastewater facilities for both past action and for any
future issues related to the District's facilities that City does not obtain. The
indemnity obligation must also hold the City harmless from any delay in the
District meeting DEQ's required compliance schedule. The District must also
release and hold the City harmless from any suit from any resident of the
Riverside Properties regarding the formation of a SID to fund the Project and
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Resolution 4972,Riverside Annexation Conditions
agree to take all steps necessary to secure financing for the Project should the
City not be able to form such a SID. The District must secure and maintain
adequate insurance to support its indemnity obligations.
c. Financing. How design, financing, and construction of the Project will occur.
The agreement must address:
i. If the District and the Riverside Properties seek the City's
participation in financing the Project through a SID, the District's
financial and logistical participation as the City completes the design
for the Project, secures financing, and bids, awards, and oversees a
contract for the construction of the Project.
ii. How, at its own cost, the District will be solely responsible for
obtaining all necessary permits and easements for the Project
provided that the same meet the standards and requirements of the
MDEQ and the City.
iii. That any easements or other right of way necessary for the City to
provide wastewater service will be transferred to the City upon
annexation.
d. Water for Firefighting. Because the City will, upon annexation, rely on the
District to ensure adequate water supply for fire suppression purposes, the
District must agree to operate and maintain its water distribution, storage, and
supply system to maximize available water flow for fire suppression from the
system and to make all necessary repairs. The District must indemnify and hold
the City harmless from any claims or damages resulting from, arising out of, or
in any way related to inadequate water supply or flow related to a fire
suppression effort.
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Resolution 4972,Riverside Annexation Conditions
e. City Not Subject to DEQ Enforcement. That should the City finance the
Project through the creation of a SID, the District will be solely responsible
for ensuring compliance with any water quality violations and the act of the
City to assist the District and the Riverside Properties in designing,
constructing, and financing the Project will not subject the City to
enforcement action by MDEQ for the District's ongoing water quality
violations.
£ City Assumption of Wastewater Treatment. That at the time of completion and
approval by the City of the construction of the Project and notice to the District
the City is ready to assume wastewater services for the Riverside Properties,the
District shall convey to the City its functioning wastewater collection facilities,
including but not limited to the existing pipes,manholes,lift stations, and other
wastewater infrastructure used to collect and deliver wastewater within the
District's boundaries to the WRF. After the City agrees to begin treating the
District's and Riverside Properties' wastewater, the City shall be solely
responsible for all collection,treatment and disposal of wastewater coming from
the Riverside Properties.
g. District to Maintain Responsibility for Its Wastewater Treatment Works. That
the District will retain possession of and maintain responsibility for its existing
wastewater treatment system and all infrastructure connected to that system after
the completion of the Project and the commencement of treatment of wastewater
by the City.
h. District's Water System. The City will not require transfer of the District's
water supply and distribution system or the District's water rights to the City at
the time of annexation and, as such, the District is retaining its water rights,
water supply and distribution system. The District's water supply and
distribution system may be considered to demonstrate compliance with the
City's water adequacy requirements.
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Resolution 4972,Riverside Annexation Conditions
i. If,however,the District's water system is altered or modified, or no
longer functioning, or the City determines demand for water in
Riverside Properties is increased or not otherwise being met, the
Riverside Properties must comply with the City's water adequacy
requirements in place at that time by either paying cash-in-lieu of
water rights, or transfer ownership of water rights, or a combination
thereof.
ii. The interlocal agreement must address how the District would transfer
ownership to the City of the District's personal and real property
necessary for the provision of water service to the Riverside Properties
should the District request the City take over the water treatment and
distribution system or should the District no longer be able to provide
water service to the District.
i. Nutrient Credits. The District must acknowledge any future nitrogen and/or
phosphorus nutrient credits that result from removing the District's
wastewater treatment system from operation and which are provided by
MDEQ will belong to the City to offset nutrient discharge limits at the WRF.
j. District's Ongoing Responsibilities. The interlocal agreement must also address
how the District will continue to operate as it relates to providing water to the
Riverside Properties, though it will cease to operate any sewer collection or
treatment operations and how the District will exist for wastewater purposes
solely to address any outstanding reclamation and indemnity obligations.
k. No Expansion of Water Service Area. The District must agree that it will not
expand its area of water service.
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Resolution 4972, Riverside Annexation Conditions
9. No Action on Financing until Annexation. That the City shall take no action regarding the
Project including financing the Project (if requested) until all properties proposed to be
served by the City have been annexed into the City.
10. Impact Fees. Consistent with annexing other properties into the City, the Riverside
Properties will be assessed impact fees for fire and wastewater. At the time of annexation,
all the owners of the Riverside Properties must provide fire impact fees and wastewater
impact fees.The City shall provide a listing of the cost of impact fees by individual property.
The City will collect all fire impact fees and distribute such to the fire impact fee capital
fund at the time of annexation. For wastewater impact fees, the City will place wastewater
impact fees in a fund to be held by the City until the completion of the connection between
the WRF and the Riverside Properties.At the time the City commences treating wastewater
effluent from the Riverside Properties the City will transfer all wastewater impact fee to the
wastewater impact fee capital fund.
11. Zoning. The petition for annexation must address the requested zoning designation of the
Riverside Properties. The determination of zoning is a legislative act of the Commission
and will be conducted pursuant to the requirements of Montana law and the City's
development regulations. The City Commission retains sole authority over the zoning
designation.
12. Sump Pumps. At the time of submission of the Riverside Properties or the District must
provide a plan to be approved by the City that requires property owners or the District to
disconnect every sump pump within all structures disposing of such water into the District's
wastewater collection system and dispose of such water outside of the wastewater collection
system in a manner that complies with all local, state, and federal requirements. The
disconnection must occur prior to the City accepting wastewater for treatment.
Section 2
That upon receipt of a petition for annexation, the City, in cooperation with the District
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Resolution 4972,Riverside Annexation Conditions
and the owners of the Riverside Properties, will prepare an extension of services plan specifically
tailored to Riverside Properties, for extending each municipal service based on the present
circumstances concerning existing services, systems, and facilities.
Section 3
The conditions of this Resolution are non-binding as conditions may change from the
date of this Resolution to the date a petition is submitted. The Commission adopts this Resolution
in a good faith effort to communicate the Commissibn a po4y,regarding the City assisting the
Riverside Properties and the District in addressing their Wastewaterneeds as established pursuant
to MDEQ's AOC and, as such, the Commission mtenc- ,fo "the $ta�ements in this resolution to
provide guidance as the District and Riverside Properties determine-whether to move forward with
a petition for annexation seeking the City's assistance:~
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Resolution 4972,Riverside Annexation Conditions
PASSED, ADOPTED, AND APPROVED by the City Commission of the City of
Bozeman, Montana, at a regular session thereof held on the 28"' day of J -y 2019.
THIA L. A RU
May
ATTEST:
B O2>
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•
C n
?ca •.,2,
ROBIN CROUGH - U L -�
City Clerk
L9TrN co• APPROVED AS TO FORM:
GRE ULLIVAN
City Attorney
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