HomeMy WebLinkAboutWastewater Collection System Policy Discussion
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Rick Hixson, City Engineer
Craig Woolard, Director of Public Works
SUBJECT: Wastewater Collection System
AGENDA ITEM TYPE: Discussion and Commission Guidance
MEETING DATE: August 5, 2013 KEY ISSUES AND RECOMMENDATIONS: In 2007, the City of Bozeman adopted a
Wastewater Facilities Plan that divided the City into defined wastewater drainage zones. The
capacity of the collection network in each zone was designed to accept wastewater from the
existing homes and business and accommodate the projected flow from new development. The Wastewater Facilities Plan outlined a collection system that minimized the use of wastewater pumping station.
Three developers have recently approached the Department of Public Works with requests to
build housing and apartments on the west edge of Bozeman in a drainage basin (or drainage zone) currently without sewer service. Although the technical details of each request differs, each developer is asking to transfer sewage from proposed developments into an existing
wastewater drainage basin thereby utilizing some of the capacity allocated to current and future
development in that basin. Resolution of these requests will have a significant impact on the
development of Bozeman. This memorandum was prepared to aid a policy discussion about the current status and future
development of the wastewater collection system to serve the western edge of Bozeman. The
memorandum:
Provides background information on the approved Wastewater Facilities Plan and the design philosophy used to prepare the plan.
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Provides an overview of the requests received from the Norton, Valley West and
Braxton developments and their implications for current and future development.
Provides a summary of key policy issues that should be considered.
Provides Staff recommendations for proposed developments and future infrastructure funding.
The expansion of the Bozeman wastewater collection system to date has been driven by
development. Bozeman’s topography has allowed this expansion largely by extending and over
sizing gravity mains. These projects can be managed by individual developers and paid for using a combination of impact fees, payback and special improvement districts. Although these
projects have at times been controversial, this approach to date has provided Bozeman with a
wastewater collection system that is well designed and constructed with a minimum number of
pumping stations.
As Bozeman expands to the west (i.e., west of Cottonwood Road), providing sewer service will
require the construction of a major system to pump wastewater to the Water Reclamation Facility
(WRF). Design and construction of the lift station, force main and trunk sewer required to
provide service is beyond the capabilities of individual developers. Without a complete system
in place there is limited capacity for expansion of wastewater collection capacity on the western edge of Bozeman.
The recent requests for sewer service have significant policy implications that must be
considered before granting (or denying) these requests. As such, Staff recommends that the
Commission:
• Consider the implications of constructing additional wastewater collection capacity on
the western edge of Bozeman.
• Allow the development proposed at Norton, Valley West and Braxton to connect permanently to existing sewer capacity provided that (a) all facilities are constructed to City of Bozeman standards and (b) an update of the wastewater facilities plan be initiated
immediately to mitigate the impacts of allowing the proposed developments to utilize
existing collection capacity. Staff estimates the update will cost approximately $150,000.
• Utilize revenue bonds to finance the construction of the major sewer infrastructure necessary to facilitate community growth on western edge of Bozeman
Staff is requesting that the Commission review and discuss each recommendation. Staff will
prepare the appropriate administrative policies and documents based on Commission guidance.
BACKGROUND ON THE WASTEWATER FACILITIES PLAN: The City of Bozeman
has been formally and methodically planning for its future infrastructure needs since 1958. Each
updated plan has built upon previous efforts as well as incorporating new ideas and new
technology. Whereas in 1958 it was possible to present the entire plan in one City Plan, today
individual facility plans are prepared for each major element of infrastructure – water, wastewater, streets, solid waste and storm water. The most recent Wastewater Facility Plan was
reviewed and adopted by the City Commission in 2007.
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This most recent plan had two principal objectives. The first was to provide the groundwork for
construction of a new Water Reclamation Facility (WRF). This planning led to the successful
construction of what is now the most efficient and modern wastewater treatment plant in the
state.
The second major objective was to extend the design of the wastewater collection system into
un-annexed areas to the west of the existing City limits. This planning effort was particularly
important because in many places the City had reached the limits of its ability to provide gravity
sewer service. In order for the city to expand into those areas, wastewater will have to be pumped back uphill and in some cases across I-90 to reach the WRF.
In general, ground elevations in the valley decrease from south to north and from east to west.
This topography has allowed Bozeman to develop a primarily gravity based wastewater
collection system. However as a consequence of the valley’s natural topography, wastewater collected at locations west of the WRF and Cottonwood Road will have to be pumped back
uphill for treatment. As shown in Figure 6-4 “Future Drainage Sub-basins” from the 2007
facility plan (attached to this memo) the topography results in long narrow drainage zones to
collect wastewater by gravity.
One of the guiding principles used to design these future drainage basins was to minimize the
number of lift stations required. It is more difficult, costly and time consuming to maintain and
operate many small lift stations than it is to operate a few regional lift stations. Even small lift
stations require a substantial investment in design and construction. All lift stations provided for
municipal use must also have a backup power supply (generator) and control systems. Lift stations are costly to operate and maintain and less reliable than gravity systems. Transferring
wastewater from the lift station often requires use of a force main, a pipe filled with sewage
operated under pressure. Force mains are typically more expensive than regular sewer pipe and
in almost all cases require additional valves and controls relative to gravity sewers.
For these reasons the 2007 Wastewater Facilities Plan minimized the number of lift stations and
force mains required to extend the collection system to the west and recommended that only two
large lift stations be constructed near the I-90.
NORTON, VALLEY WEST AND BAXTER DEVELOPMENT PROPOSALS: Staff has been approached by three developers with projects located on annexed land on the western edge
of Bozeman where the required wastewater collection infrastructure does not exist (see attached
figure). The proposed Norton, Braxton and Valley West developments will require lift stations in
order to convey wastewater to the WRF. One of these lift stations (the Norton Lift Station)
already exists. Its construction and concern over proliferation of small lift stations serving individual subdivisions were one of the key considerations for updating the Wastewater Facility
Plan in 2007. The Braxton and Valley West projects would require the construction of new lift
stations which were not anticipated by the wastewater facility plan.
Furthermore, none of the gravity trunk mains required to serve these proposed developments has been installed in the drainage zones to which they properly belong as specified by the Facilities
Plan. Too conform with the Facilities Plan, all three developments would utilize the Baxter
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Creek drainage zone. Representatives of each project have asked to temporarily pump their
wastewater into the drainage zone immediately to their east (referred to as the Cattail Creek Zone
in the wastewater facility plan) until such time as the infrastructure intended to serve Baxter
Creek zone is installed. While capacity currently exists in Cattail Creek zone, it was not designed to accept wastewater from the zone to the west. If these developments are allowed to use a
portion of this available capacity, some of the property currently designated to Cattail Creek
zone would be unable to make use of the designated capacity unless the unaccounted for projects
were disconnected and their flows removed. Staff has serious concerns about trying to craft an
agreement that requires disconnection of functioning sewer at some specified future date. Staff does not recommend temporary sewer connections of any type.
All three of the proposed projects are located in the Baxter Creek drainage zone which was
designed with a regional lift station at its north end which is designed to pump wastewater
through a force main, across the interstate to the WRF. The cost of the force main and lift station was estimated at $6 Million dollars in 2007. This zone was also designed with a large diameter
gravity trunk main which was estimated to cost an additional $7 Million dollars. These are the
capital improvements which need to be in place in order to serve the proposed properties as
designed in the 2007 wastewater facility plan.
POLICY ISSUES: Allowing reallocation of the capacity available in an adjacent (i.e., Cattail
Creek) drainage zone has a number of significant policy implications. These include:
1. Adding properties to a drainage zones other than zone designated in the adopted
Wastewater Facilities Plan requires the exclusion of properties elsewhere in the zone. 2. Removing properties from a drainage basin reduces the number of properties available to
pay for the required trunk mains and lift stations in the future.
3. Temporary sewer connections of any type present significant financial, administrative
and public health challenges.
4. Given the location of the subject properties it may be many years, if not decades, before sufficient property is annexed into this zone to pay for the required trunk lines, lift station
and force main.
5. Granting this exception to the adopted Facilities Plan may set a precedent that will result
in a poorly planned wastewater collection system.
6. Other parties have considered buying these properties but have decided not to purchase based in part on information contained in the facility plan and on staff recommendations.
7. Not conforming to the adopted facility plan may create a conflict in the future if a project
within the proper zone wants to develop but the capacity no longer exists.
8. This practice has the effect of devaluing the property in the proper zone to the benefit of
the adjacent, more distant zone. 9. Staff does not believe that individuals within a subdivision that is already served by
sewer could be included in a Special Improvement District (SID).
10. The drainage zone boundaries were created and adopted through a public process – one
that was reviewed and approved by both the city commission and the Montana
Department of Environmental Quality.
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11. The properties that the Norton proposal would replace were specifically called out in the
conditions of approval for Baxter Meadows. One of those properties has changed
ownership after the buyer confirmed with the City that there was sewer capacity.
12. The impact on the Meadow Creek Payback District. In 2006 the Meadow Creek subdivision installed its offsite infrastructure which included several miles of trunk sewer
main. This trunk main is sized sufficiently to collect all of the area within the
contributing drainage zones as shown in the current Facility Plan. The subsequently
created service area included all of the undeveloped properties that will utilize the trunk
main. The City then created a payback district through a public hearing process before the Commission with all affected property owners being noticed. Adding the proposed
developments to the Cattail Creek Zone may result in removing existing properties from
that zone with two consequences for the Meadow Creek sewer and payback district.
First, if properties are removed the main that was constructed will be larger than is
required for the revised area. Excess capacity will improve operations, but excess capacity means that past developments paid for unnecessary over-sizing. Second, and
more importantly, it could remove properties from the payback area that has been
established. The area (exhibit attached) extends south to Patterson Road. The costs of
the trunk main were spread evenly across the payback area so removing properties will
alter participation in the payback area. (Note that the original developer defaulted on the project but the payback agreements were transferred to another entity that purchased
them as an investment. Since these are created through an agreement between the
developer and the City, at a minimum, the City would need to negotiate a new agreement
with the “developer” if the boundaries are revised, and this would likely involve financial
considerations).
The issues outlined above demonstrate that requests from the Norton, Valley Center and Braxton
developers to utilize existing rather than planned sewer collection capacity require careful
consideration and planning. Staff believes that these requests will set a precedent that will
negatively impact the efficiency of the entire wastewater collection system without carefully considering the long term impacts. However, these proposed developments exist in currently
annexed lands and many of the properties they may displace in the existing Cattail Creek
drainage basin are currently not annexed. Under the City's current approach to funding sewer
infrastructure, it could be many years before enough coordinated development projects exist to
construct the trunk main, lift station and force main.
After careful review of the existing facilities plan and needs of current and future development,
Staff recommends that the Norton, Valley West and Braxton developments be allowed to
permanently connect to the existing collection system and utilize current available capacity in the
Cattail Creek drainage zone provided that: All wastewater infrastructure be constructed to allow for proper permanent operation of the
collection system. The developers will work with City Engineering staff to develop appropriate
plans that meet City standards for all piping and lift stations. All lift stations will be required to
provide backup power generation, full SCADA controls and utilize City standard wastewater
pumps. The proposed connections are not permitted until an update of the wastewater facilities plan
(estimated to cost $150,000) is initiated. The City must plan to minimize the impact of the
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proposed developments on future projects. An update of the facilities plan will include a
reevaluation of the drainage basins making modifications as necessary to minimize the impacts
of the proposed projects on future development. In addition, the update will reevaluate the
existing drainage basins to minimize the number of lift stations and force mains required for future development west of town. Finally, the update will provide firm predictions of the
additional annexations and developments that can be accommodated by the existing collection
system. The update will provide clear guidance on when new development must be stopped
unless new collection infrastructure is constructed.
Staff also recommends that the Commission reevaluate how major wastewater collection
infrastructure is funded. Constructing the $13+ million systems required to provide the
wastewater collection capacity required for continued growth to the west is unlikely using the
current developer driven approach. Failure to construct the required collection infrastructure will
result in the construction of haphazard wastewater systems, a development/annexation moratorium, or both. Staff recommends that the Commission consider debt financing the design
and construction of the trunk line, lift station and force main, guaranteed with revenue bond and
serviced with a combination of impact fees and rates.
UNRESOLVED ISSUES: There are a number of even larger policy issues attached to facilitating development in the northwest part of the city by investing in the wastewater
infrastructure there. Such dispersed developments will place a burden on the incomplete water
and transportation networks in the far northwest and west parts of the city.
FISCAL EFFECTS: As discussed above.
ALTERNATIVES:
Adopt Staff recommendations.
Do not provide the ability for the proposed developments to utilize existing collection capacity
Other alternatives as suggested by the Commission.
Attachments: Figure 6-4 from the Wastewater Facility Plan
Map of Proposed Developments
Meadow Creek Subdivision Sewer Payback Zones
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