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HomeMy WebLinkAboutCity Council Packet 03-13-1995 SpecialPLYMOUTH CITY COUNCIL SPECIAL COUNCIL MEETING MONDAY, MARCH 13, 1995 7:00 P.M. Public Safety Training Room 1. 1995 CIP update 2. Memo of January 12, 1995 on Financial Planning for future Capital Needs 3. Summary Report Evaluation and Ranking of Natural Areas 4. Map and List of Priority Trail Projects and Costs 5. Operating Costs for Trails 6. Timetable and Costs for possible Bond Election 7. Chart of Tax Levies for different Bond Issue Amounts 8. Memo on Alternative Financing Scenarios z 1 CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447 DATE: March 9, 1995 TO: Mayor and City Council FROM: Dwight D. Johnson, City Manager SUBJECT: Summary of Events Tax Increment Financing Bill. The public hearing was held on Wednesday morning on HF 147 which would potentially affect millions of dollars of Plymouth TIF funds. A revised version of the bill came out on Tuesday which provides a great deal of help for our problem. The new provision states that if we re -adopt a qualifying plan to spend the money from our old TIF districts by July 1, 1995, we can then spend the old TIF dollars for the items in that re -adopted plan. The new plan must be adopted after notice and public hearing, but otherwise does not seem to have any new restrictions in it other than go through the public process again. Rep. Ozment, the chief author, realizes that too many cities would have too many problems with the previous language in the bill that would have required the old districts to be decertified if no there are no outstanding bonds or binding contracts in force. With his new provision, he simply wants to restore some accountability to the public through a new public hearing and a new plan. Rep. Ozment has spent some years on the Education Committee, and his basic concern is that the expanded use of TIF in the state is costing education needed funding. I talked to Rep. Ron Abrams after the hearing, and informed him that the new provisions would be an acceptable solution in allowing us to keep the use of our TIF funds from old districts. Rep. Ozment took nearly an hour to present the bill and answer questions, leaving time for only people form out of town to testify. The hearing will be re -convened in the next week or two. Orfield legislation on tax base sharing. The hearing on this bill was held Tuesday morning. Mayor Tierney was present and testified briefly as chair of the Municipal Legislative Commission. The original bill which called for a complete sharing of all tax base has been replaced with a bill that would take all valuation on homes over 200,000 in value. The money collected on these homes could either be used for T affordable housing efforts in the community or exported to other communities as a form of fiscal disparities. The modified bill passed the committee on a party line 7-5 vote. Mayor Tierney pointed out in her testimony that loss of some of our tax valuation could result in a tax increase on everyone in the City, including those on limited or fixed incomes. Bob Renner, our Municipal Legislative Commission lobbyist, believes that even though the committee forwarded the legislation on, the vote for it was unenthusiastic and that many good points of testimony were made against it by various speakers. Pineview Rail Crossing. The long-awaited agreements have been finally received yesterday from the CP Rail Company to install the crossing arms at the Pineview crossing. Also, much of the electrical part of the installation has been done. They are reportedly waiting for some parts to install the actual crossing arms. Street Reconstruction Neighborhood Meetings. A neighborhood meeting with Ranchview Lane residents was held this week with about 8 citizens attending. The assessments will be up to $4,000 for some residents because of storm sewer and curb and gutter installation as well as the street reconstruction. Considering the assessments proposed, major opposition is not yet evident. A similar meeting was held for downtown Plymouth owners and only one person came. The final neighborhood meeting for the other streets in the program is tonight (Thursday evening). Planning Commission. On Wednesday evening, the Planning Commission unanimously voted in favor of the reguiding of the High School-Playfield site. The Commission voted 4-1 to oppose the reguiding of land from LA -1 to LA -3 to allow townhome development at 12300 18th avenue. A number of neighbors were there to oppose the reguiding, even though only a few spoke. You received correspondence opposing the reguiding earlier this week. LEAGUE OF MN CITIES TEL:612-490-0072 Mar 07 95 15:04 No.019 P.19 03/06/95 2:17 p.m. (RESAEpT ) JH JK12 1 receiving the notification. Its written response must state 2 whether the municipality accepts, in whole or part, the A, r1l 3 auditor's findings, if the municipality does not accept the 4 findings, the statement must indicate the basis for its 5 disagreement. The state auditor shall annually'summarize the 6 responses it receives under this section and send the summary 7 and copies Of the responses to the 'chairs of the committees of 8 the legislature with jurisdiction over tax increment_financing: 9 Sec. 17. Mlnnesata statutes 1994, section 469.179, is 10 amendod by adding a subdivision to read: 11 Subd. 4. (PRE -1990 DISTRICTS1 USE OF REVENUES TO 12 DECERTIFY.) (a) This subdivision applies to_a_district or 13 project area for which the request for certification Was made 14 befu.c May 1, 1990, whtiLLltiar ar not, the request fide eerEiEioation 15 was made on, before, or after August')., 1979. 16 (b) Revenues derived from tax increments_may only be used 17 for the following costs: 18 (1) to finance costs that Qualify under the 90 percent test 19 in section 469,176, subdivision 4', for activities in areas .that 20 would goalify for designation as a redevelopment. district under 21 section 469.174,.subdivision 10. Mat any time after 22 certification of the district, the authoritX removed or financed 23 the removal of a substandard building, the removed buildin ma 24 be considered in determining whether the area qualifies as a 25 redevelopment district under section 469..174, subdivision 10; 26 (2) to pay For a removalaction or remedial action under a 27 development action response plan; 28 (3) to finance costs under a qualifying plan for the use •7.- 29 the increments, a_do_pted b_y__J_uly1_,1995. The governing body V 30 the municipality may adopt the plan only after holding a pub-'_, 31 nearing in the manner and with the notice provided for adopt -..n 32 of a new tax increment financing plan. The plan must soeci:y 33 the properties to be acquired, improvements to be °financed, ar:: 34 other costs to be paid under the Dian. The plan must set a 35 Maximum amount for each item in the plan and the total amours: 36 aDDroved under the nian may not exceed the authority's best 18 LEAGUE OF MN CITIES TEL:612-490-0072 Mar 07 95 15:05 No.019 P.20 r 03/06/95 2:17 p.m. RESDEPT ) JH JM12 1 Qrojection of increments for the rest of the life of the 2 district. The costs for an item approved under a gualifxia 31p an may not exceed the maximum amount set for the item; 4 (4) amounts permitted under a neighborhood revitalization 5 program under section 469.18311 6 L5. to pay outstanding bonds that are secured by revenues 7 of the district and that were issuedand sold before February 1, 8 1995, or bonds issued to'refund the principal amount of, the 9 bonds issued before• February 1, 1995• 10 L6) to payobligations under a binding, written contract 11 with a third party, secured by or to be paid from revenues of 12 the district if the contract was executed before February` 13 1995: 14 (7) to fund an escrow account to make future payments under 15 a binding contract meeting the requirements of clause (3); 16 8 to Pay otherproject costs not qualifXing under clauses 17 111 to (4), if one of the following conditions was met b 18 FebruarX 1, 1995: 19 A the authority Adopted a resolution or took other Eormal 20 action allthorizina the issuance of bondsp the entering of 21 contracts, or_payment of money to a•private for the project, 22 9 the authority entered into a development agreement for 23 the Project, or. 24 C the authority contracted with or paid a private for 25 im rovements or services, such as engineering, architectural, 26 testing, legal, or fiscal services, to be 12roVided for the 27 project at a cost sufficient to indicate a likely commitment to 28 proceed.with the project before February -1, 1995,.and 29 if the project costs are for activities that were 30 explicitly planned and contemplated as part of the project and 31 relate to -the actions satisfying clauses (A), (B), or (C); 32 to make payments to a school -district under section 33 469.177, subdivision 10; or 34 (10 L to pay reasonable aeminigtrative expenses, Subject to 35 the otherwise applicable limits on administrative expenses -.- 36 x enses. 36 Sec. 18. (STUDY; METROPOLITAN COUNCIL.) 19 DATE: March 9, 1995 TO: Mayor Muec andCity Council FROM: Kathyert, Assistant City Manager through Dwight Johnson, City Manager SUBJECT: 1995 Update to Capital Improvements Program Attached are spreadsheets which show the status of Capital Improvements Program CIP) projects. There are no changes to the CIP projects for roads, water, and sewer. However, the park projects have some proposed changes from the adopted CIP. These changes are summarized below, and appear in italics on the park project spreadsheet. Formally amending the CIP to reflect the changes will require a public hearing before the Planning Commission and adoption of the amendments by the City Council. Major Proposed Changes to Park Projects Land Acquisition --the purchase ($250,000 in the CIF) of open space is postponed from 1994 to 1995, and will be used to purchase the "big woods" portion of the Ninth Playfield site. Playground Replacement --this project ($200,000) is postponed from 1994 to 1995. Ninth Playfield Acquisition --the cost reflects the actual price of the land, and assumes that $250,000 from the CIF will be applied toward the purchase price. Ninth Playfteld Development --the costs listed for 1995 and 1996 ($1,500,000) coincide with the development plan for the site. The original estimated cost of developing the Ninth Playfield was $750,000. Tenth Playfield Acquisition --funds are identified ($480,000) for acquiring land for the tenth playfield in 1997 and 1998. Originally spread over three years beginning in 1996, we propose to acquire the land over a two year period. Neighborhood Park Development --a new project is development of a neighborhood park, slated for 1998. Trails --with the exception of 1996, trail construction is continued in each year. Funding sources are the park dedication fund ($200,000 annually) and MSA ($100,000 annually) . The funding for these projects can be accommodated within the Park Dedication Fund/Community Playfields and Trails, and Park Dedication Fund/Neighborhood Parks. Other than the $250,000 for Open Space land acquisition in 1995, no funding is proposed from the CIF. Spreadsheets showing this are attached. Revenue projections for the Park Dedication Funds (Community Playfields/Trails and Neighborhood Parks) are revised to reflect the recent increase (22 %) in park dedication fees. Estimating the amount and type of growth in Plymouth is difficult because of unknowns in the national and local economy. These revenue projections will be monitored closely as we look at existing and planned development "in the pipeline. " Also attached is a summary spreadsheet showing all funding sources. 95CIPSUMILS ymouth 98 Capital Improvements Program Update of Funding Sources by Year Park Dedication Special Storm Water Infrastruc. Utility MSA Playfields Neighbor. State/Co. Tax Incrmt PIR Other Total Assessments Fund Rep. Fund Fund Fund Trails Parks Federal Financing Fund 1,160,000 275,000 1,200,000 3,830,000 4,000,000 1,372,000 455,000 20,000 1,985,000 1,000,000 2,300,000 17,598,994 1,000,000 25,000 1,000,000 1,020,000 2,050,000 1,678,321 262,000 2,157,000 3,563,000 0 0 12,755,321 1,000,000 25,000 1,050,000 500,000 500,000 1,500,000 280,000 0 2,000,000 0 99,000 6,954,000 930,000 25,000 1,050,000 675,000 660,000 400,000 175,000 3,010,000 0 0 4,807,000 11,732,000 500,000 25,000 1,050,000 300,000 650,000 480,000 150,000 1,706,000 294,000 0 383,000 5,538,000 4,590,000 375,000 5,350,000 6,325,000 7,860,000 5,430,321 1,322,000 6,893,000 7,842,000 1,000,000 7,589,000 54,578,315 Page t w w A a At f Sir b E S b 9 r, 3 N w b ti ti ti ti ti ti ti ti ti N O W N k -4 N in to O O V N r Iti LY. 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Johnson, City Manager SUBJECT: Financial Planning for Future Capital Needs BACKGROUND: At the January 3, 1995 study session, Council members requested that staff explore future capital needs in relation to present and future available capital funds. The immediate issue relates to alternative concepts for improving the City Council Chambers. However, interest in accelerating our trail development was expressed at our budget work sessions last August and the work of the Open Space subcommittee also requires a long range view of our capital financing. ASSUMPTIONS: The City's capital financing plans are quite diverse and complicated. Many of the items noted below need further study themselves. However, staff believes that the following simplifying assumptions are reasonable within the big picture context of this memorandum. Capital Improvement Program. It is assumed that the approved CIP is fully funded through 1998 from existing revenue sources. Road Improvements. Road improvements not in the CIP, including signals, bridges and other related projects, will be funded by available MSA and TIF funds, and will not absorb funding from other sources. Street Reconstruction. It is assumed that current funding sources for the street reconstruction program are adequate for the next ten years; however, beyond 2005, additional resources may be necessary. The projections beyond 2005 will require further review. Water and Sewer Improvements. Any water and sewer improvements will be funded by the Utility Trunk Fund or other utility reserve funds. Surface Water Management Projects, including future water quality projects, will be funded from the Stormwater Utility Fund and/or a future surface water utility fee. Parks. The completion of the City's planned park system and much of the currently planned trail system can eventually be funded through present and future park dedication fees. Reserves. It is assumed that it would be financially risky to spend all of the undesignated funds in a short period of time. Staff believes that it would be wise to reserve about $5 million of the Community Improvement Fund for unknown future needs or opportunities as well as $1 million of the Project Administration Fund, which helped fund our wetland studies in 1994 and will be funding our Northwest Plymouth and Thoroughfare Guide Plan Studies in 1995. Council Chambers. The scenario shown below does not provide for the larger Council Chamber lobby expansion alternative. AVAILABLE SOURCES OF FUNDS: The following chart shows the estimated available balances from all undesignated City funds. 16,860,000 6,000,000 10,860,000 POSSIBLE FUTURE PROJECTS AND UNDESIGNATED BALANCES With these assumptions in place, it is now possible to analyze future projects and undesignated balances. This chart below shows only one of many possible scenarios and much more work needs to be done on this long range planning effort. With the exception of the Cable TV Fund, any of the funds could be used for any of the listed projects. We have attempted to show by the arrangement of the chart how some funds could reasonably be aligned with certain projects or groups of projects. We are not sure if Cable TV funds could be used for unrelated purposes without further review of our franchise agreement and other documents. Project Projected Proposed Available 1,000,000 Balance Reserve Balances Community Improvement Fund 12,700,000 5,000,000 7,700,000 CIF) 3,000,000 it Field House Project Administration Fund 2,900,000 1,000,000 1,900,000 Permanent Improvement Revolving 750,000 750,000 Cable TV Reserve Fund 510,000 510,000 16,860,000 6,000,000 10,860,000 POSSIBLE FUTURE PROJECTS AND UNDESIGNATED BALANCES With these assumptions in place, it is now possible to analyze future projects and undesignated balances. This chart below shows only one of many possible scenarios and much more work needs to be done on this long range planning effort. With the exception of the Cable TV Fund, any of the funds could be used for any of the listed projects. We have attempted to show by the arrangement of the chart how some funds could reasonably be aligned with certain projects or groups of projects. We are not sure if Cable TV funds could be used for unrelated purposes without further review of our franchise agreement and other documents. Project Cost Available Balances Trail Construction (unfunded) 1,000,000 Bond Issue or CIF $7,700,000 Open Space acquisition 3,000,000 it Swimming Pool 3,000,000 If Ice Arena 3,000,000 it Field House 1,750,000 It Gym Spaces 1,000,000 If Senior Center 1,500,000 it Subtotal 14,250,000 7,700,000 with no bond issues Parks. The completion of the City's planned park system and much of the currently planned trail system can eventually be funded through present and future park dedication fees. Reserves. It is assumed that it would be financially risky to spend all of the undesignated funds in a short period of time. Staff believes that it would be wise to reserve about $5 million of the Community Improvement Fund for unknown future needs or opportunities as well as $1 million of the Project Administration Fund, which helped fund our wetland studies in 1994 and will be funding our Northwest Plymouth and Thoroughfare Guide Plan Studies in 1995. Council Chambers. The scenario shown below does not provide for the larger Council Chamber lobby expansion alternative. AVAILABLE SOURCES OF FUNDS: The following chart shows the estimated available balances from all undesignated City funds. Community Improvement Fund CIF) Project Administration Fund Permanent Improvement Revolving Cable TV Reserve Fund Projected Proposed Available Balance Reserve Balances 2,700,000 5,000,000 7,700,000 2,900,000 1,000,000 1,900,000 750,000 ----------- 750,000 510,000 ----------- 510,000 16,860,000 6,000,000 10,860,000 POSSIBLE FUTURE PROJECTS AND UNDESIGNATED BALANCES With these assumptions in place, it is now possible to analyze future projects and undesignated balances. This chart below shows only one of many possible scenarios and much more work needs to be done on this long range planning effort. With the exception of the Cable TV Fund, any of the funds could be used for any of the listed projects. We have attempted to show by the arrangement of the chart how some funds could reasonably be aligned with certain projects or groups of projects. We are not sure if Cable TV funds could be used for unrelated purposes without further review of our franchise agreement and other documents. Project Cost Available Balances Trail Construction (unfunded) 1,000,000 Bond Issue or CIF $7,700,000 Open Space acquisition 3,000,000 It Swimming Pool 3,000,000 Ice Arena 3,000,000 Field House 1,750,000 Gym Spaces 1,000,000 Senior Center 1,500,000 Subtotal 14,250,000 7,700,000 with no bond issues Fourth Fire Station Council Chambers project Replacement of existing facilities and equipment Municipal Golf Course Totals 1,900,000 Project Administration Fund 1,900,000 510,000 Cable TV Funds $510,000 Permanent Improvement Revolving 750,000 Fund $750,000 Might repay its capital costs with fees) 17,410,000 $10,860,000 with no bond issues. COMAUENTS: The projects shown are not a part of any approved plans. The staff does not represent that all of the projects will necessarily be needed in the future, but rather presents a list of projects that have a reasonable possibility of being needed at some future date. The cost estimates are only staff estimates based upon similar projects in other cities. This brief analysis seems to show that some bonding might be needed sooner or later if the City decides that most of the projects will be needed at some point. Both the project list and the assumptions in this memorandum should be discussed with the Council in more detail at future study sessions. The chart is simply intended to give the Council the best currently available perspective on the immediate financial issues at hand relating to the Council Chambers renovation and the Open Space Committee recommendations. FUTPROJ.XLS POSSIBLE FUTURE PROJECTS AND UNDESIGNATED FUND BALANCE Original Projection Available Funding Source Project Cost and Balances Trail Construction 1,000,000 JBond or CIF, $7,700,000 Open Space Acquisition 3,000,000 Bond or CIF, $7,700,000 Swimming Pool 3,000,000 Bond or CIF, $7,700,000 Ice Arena 3,000,000 Bond or CIF, $7,700,000 Field House 1,750,000 Bond or CIF, $7,700,000 Gym Spaces 1,000,000 Bond or CIF, $7,700,000 Senior Center 1,500,000 Bond or CIF, $7,700,000 Subtotal 14,250,000 7,700,000 with no bond issues Fourth Fire Station 1,900,000 Project Administration, $1,900,000 Council Chambers 510,000 CATV Fund, $510,000 Replace equip/facilities 750,000 PIR Fund, $750,000 Municipal Golf Course Might repay capital with fees Total 17,410,000 10,860,000 with no bond issues POSSIBLE FUTURE PROJECTS AND UNDESIGNATED FUND BALANCE Option 3--$2,000,000 bond issue for open space and trails, plus $1,000,000 from CIF Funding Sources Project Cost and Balances Swimming Pool 3,000,000 Bond or CIF, $6,700,000 Ice Arena 3,000,000 Bond or CIF, $6,700,000 Field House 1,750,000 Bond or CIF, $6,700,000 Gym Spaces 1,000,000 Bond or CIF, $6,700,000 Senior Center 1,500,000 Bond or CIF, $6,700,000 Subtotal 10,250,000 6,700,000 with no bond issues Fourth Fire Station 1,900,000 Project Administration, $1,900,000 Council Chambers 510,000 CATV Fund, $510,000 Replace equip/facilities 750,000 PIR Fund, $750,000 Municipal Golf Course Might repay capital with fees Total 13,410,000 9,860,000 with no bond issues Page 1 June 7, 1'994 Summary Report Evaluation and Ranking of Natural Areas Plymouth, Minnesota Introduction Thirty sites were evaluated for the presence of natural communities and their ecological characteristics. Sites ranged from having only completely disturbed or developed land to relatively high quality natural communities. In addition to describing the ecology of each site, this report discusses ways to protect and manage the natural communities at each site. Each site summary report is divided into three sections called Ecological Assessment, Protection and Stewardship. This approach' is modeled after the preserve acquisition approach taken by the Nature Conservancy. Summary reports are ordered alphanumerically, beginning with Ward 1 and ending with Ward 4. The goal of the evaluation is to identify high priority (the top three to six sites in each plant community) sites worthy of protection by the City of Plymouth. Table 1 lists the high priority sites, their significant acreage and ecological grade and rank. The "low priority" sites are listed in the Appendix. The grade and rank follow criteria developed by the Department of Natural Resources Natural Heritage Program and are the primary factors used in prioritizing the sites from an ecological viewpoint. The grade takes into consideration issues such as degree of disturbance, size of the site, linkage to other natural areas and presence of exotic or nonnative species. Sites were evaluated on May 19, 24 and 26, 1994. This allowed for identification of ephemeral spring flora, not evident at other timesItoftheyear. The list of plants, therefore, includes spring ephemerals, woody species (identifiable all year) and a variety of herbaceous species (particularly of open areas). There still remainsIfavarietyoflatebloomingspecieswhichwillnotbeidentifiable because conspicuous remains or new vegetative parts are absent. Page 1 The flora for high priority sites is listed in Table 2. A list for theIN' low priority sites is in the Appendix. The following sections on protection and stewardship for natural areas define the concepts and present the main concerns for the City of Plymouth. Each of the site summaries will identify the specific protection and stewardship issues mentioned here. Detailed protection and stewardship plans are not given at this time, but should be developed at a future time for the select number of sites that the City chooses to preserve. Overview of Protection Measures Protection measures for natural areas include site acquisition, conservation easement, regulatory land use restrictions, such as wetland laws and ordinances, and restrictions on development in sensitive areas (i.e. steep slopes). City ordinances can be written to classify the wetlands into high priority and low priority areas. High priority sites may be given additional protection not afforded by existing wetland laws. Protection stringency can be varied for different categories of natural area lands. For example, classifying natural areas as core preserves and buffer zones distinguishes the higher quality natural areas from lower quality areas. Uses permitted (i.e. extent and type of trails, use of trails, picnicking, domestic pet rules, horses, etc.) in the buffer zone and core preserve will then vary with respect to their different levels of protection. It Wetland protection at the local level can vary according to differences in perceived value. For example, wetland areas which contribute to a larger wetland complex or wetland/upland complex can be given more stringent local protection. In addition, wetland protection often includes maintaining a natural area around the wetland called the transition zone. At the local level, protection can also include developing understanding with the residents of landscaping practices which are compatible with maintaining quality natural areas. For example, the City can work with residents in buffer zones and core preserves to learn about and provide assistance for natural habitat landscaping. For forested tracts, buffer zones can be areas which have been planted to regenerate the forest edge, in contrast to the core preserve which is an existing, higher quality natural community. A primary function of forests is the shade -tolerant habitat. Forests tracts with elongated rather than compact shapes have a much larger edge, and thus less shade -tolerant interior. These tracts are unstable in that they can become a woodland edge community as sun -loving species invade along the edges. To protect these tracts Summary Reportort Plymouth, Minnesota Page 2 buffer zones may need to be established to fill in circuitous edges and lead ultimately to more shade -tolerant interior. Overview of Stewardship Measures 7. Stewardship measures include maintaining preserve area boundary fences, trails, shelters, signs and so on. Fencing and signage can be chosen according to the adjacent land use and type of natural community. For example, natural areas adjacent to residential development may need continuous fencing to restrict dumping or other inappropriate uses. Stewardship also includes maintaining and enhancing the ecological value of the preserve. These issues are restrictions for erodible slopes, pets and picking wildflowers; management of exotic species; restoring native vegetation; and prescribed burn management. One of the main concerns arising out of this study is deer browsing in forest tracts, not only on herbaceous vegetation by the tree seedlings. It is recommended that deer enclosures be designed and placed in appropriate locations in natural areas managed by the City of Plymouth. The size can be determined individually for each site and should take into consideration the ability to enclose areas with high density seedling production. In addition, sites with the potential for forming large canopy gaps i.e., large, old trees could be enclosed. Enclosures could be moved to different locations after serving the function and saplings have established. Species are called exotics when they are growing in an ecosystem different from the one they naturally evolved in. Because of their invasive and profligate growth, due to lack of natural checks and balances, they are disruptive to natural communities. Managing exotic species in natural communities can often be critical to maintaining their existing structure and composition. The Nature Conservancy has available upon request abstracts for controlling several woody and herbaceous exotic species found in Minnesota woodlands and prairies. It is recommended that they be consulted for developing appropriate stewardship plans for City of Plymouth natural areas. Restoring native plant communities typically consists of reintroducing or increasing the abundance of characteristic species and removing exotic or nonnative species. The rarest communities in Minnesota are fire -maintained. Plymouth has several wooded communities which at one time were maintained by fire as savannas (scattered trees with about 70% open shrub and herb layer), but now are woodland or forests. Restoring the savanna community would be impractical. However, the steps should be taken to maintain or restore the structure and composition of Summary Report - Plymouth, Minnesota Page 3 woodlands which have been disturbed. In Plymouth, disturbance is primarily from exotic species establishing and disrupting the characteristics species composition and structure. These communities can be restored such that the succession towards high quality forest tracts is favored over domination by stands of exotic species that provide little biodiversity or habitat for the native flora and fauna. Many sites evaluated have agricultural land. Restoring native prairie (herbaceous) species to fields is practical and would be recommended to increase diversity adjacent to the existing natural areas on the site. Prairie areas are typically maintained by prescribed burning. Additionally, native trees can be planted into fields adjacent to existing forest tracts. The Department of Natural Resources Scientific and Natural Areas Program can provide guidelines for learning how to develop a prescribed burn program. Prioritizing Sites for Preservation The site selection process placed nine sites in the high priority group. Prioritizing this "high priority" group will require further evaluation by the City in terms of site availability for purchase, location with respect to the City's park development goals and other political and social issues. Regardless of these issues, the City will know that any of the high priority sites is worthy of protection. Site Summary Reports Site 1C Ecological Assessment This site contains oak forest, lowland hardwood forest, willow swamp and emergent marsh communities. Parts of the site are in agricultural use. The varied topography provides for site diversity. Although the entire site is about 50 acres, it is still only about half of the entire complex of upland and wetland (see Figure 1C). The entire element is fragmented by roads, driveways and residential landscaping. The easternmost stand (Figure 1C) has east -facing slopes of 12-18% and greater. The stand is relatively young, but has a good distribution of age classes, including an abundance of seedlings. The herb layer is prominent and varied (see Table 2). Buckthorn is occasional in the interior and uncommon along the edge. Unfortunately, this stand is somewhat isolated from the other natural elements on the site. The road, road edge and private residence fragment the area, and the stand continues on south of the site. 10 Summary Report - INPlymouth, Minnesota Page 4 The eastern stand of oak forest slopes west at 12-18%. The age class distribution is good with seedlings of all common species present. The understory commonly has box elder, which has invaded from the adjacent lowland forest tract. Although it was not possible to visit the western portions of this site, the oak forest clearly continues in the other upland locations of the site. The lowland hardwood forest is succeeding to box elder from elm and cottonwood. The wetland areas consist of willow swamp community with reed canary grass and emergent marsh dominated by reed canary grass. The oak forest tracts are small and young, but have good structure and composition, therefore, a grade of BC is given. Adequate protection, including adjacent natural communities, and development of buffer zones surrounding the core area should allow for these areas to be maintained. The willow swamp community is heavily invaded by reed canary grass. The emergent marsh community is dominated by reed canary grass. This species was introduced as a hay crop in low- lying areas and has taken over the majority of these areas in the state. Although these communities are degraded, they are part of a larger forest -wetland complex and provide habitat value. For this reason, these areas are given a grade of C. Protection Clearly, the most critical issue is the need to protect the entire element, including those portions not on this site. The land use indicates that large lots (perhaps 5 -acres each) encompass the majority of the site. Conservation easements with the landowners may be the way to protect this part of the natural community. Awareness and education of these landowners about how to protect the element will prevent further fragmentation of the area. Portions of the forest tracts are steeply sloping and, therefore, would be protected by ordinances restricting development of highly erodible slopes. The wetland areas, which comprise about half of the site, can be protected through wetland laws. Stewardship Forest sites are mostly sloping and will require well-maintained trails to prevent erosion. Treefalls across the trails should be moved to prevent users from going off the trails and trampling the herb layer. Encroachment of exotic species along the edges and into interior gaps will need to be managed by cutting and removal. Removal of reed canary grass from wetland communities is not practical, nor are adequate methods available. Summary ReportA-PLYNIOPNM Plymouth, Minnesota Page 5 Site 1 G Ecological Assessment This site contains a large area of oak and maple basswood forest. A large part of the element is found outside of this site on large residential lots (Figure 1G). Large wetland areas grade into the site to the west. Diversity is provided by the variation in slope and exposure. Mature red oak (average 14dbh) is a canopy dominant, followed by sugar maple. Basswood, ironwood, hickory and occasionally white oak, ash and bigtooth aspen are present. Recent, occasional logging of these same age trees has occurred in some areas. Tree seedlings are common. Rarely prickly ash and currant shrubs are present. The herb layer is well developed with a variety of spring ephemerals (Table 2). Given the good distribution of tree size classes, lack of disturbance to the herb layer and size, this site is given a grade B. The potential to develop into old growth exists if the entire element is protected, giving the community a grade A. Protection Critical for this community is protection of the entire element, not just those tracts on this site. This seems practically feasible, because the land use suggests that the established private residences value the wooded character of their property. Education and conservation easements could be used to include the residents in a whole element protection plan. Other protection measures include the items discussed previously such as adequate trails, use restrictions and protection of steep slopes. A creek passes through the forest with relatively high slopes. These areas are particularly sensitive to off -trail trampling, compaction, of soils, and erosion. Visitors and residents must keep domestic pets leashed. Picking of woodland wildflowers should be prohibited. Stewardship Trails must be adequately maintained. Fallen snags should stay in the forest, but be moved off of trails to allow users to stay on trails. Signs regarding the requirements for protection should be maintained and replaced regularly. Deer enclosures should be used to maintain a supply of tree seedlings where necessary. Summary Report - INPlymouth, Minnesota Page 6 Site 11 Ecological Assessment This site contains a large tract (about 53 acres) of maple basswood forest. The community continues unbroken to the west and south to make up a total of 100+ acres. The land to the west if the proposed site of a new high school. If the remainder of the community is similar in structure and composition to the site evaluated, then preservation of the school forest tract would link together the two sites to make up more than 100+ acres of high quality maple -basswood big woods forest. The site is nearly level with both silty and rather heavy clay loam soils, low marshy areas and Elm Creek passing through the center. The shape is compact with a relatively low edge to interior ratio. The site shows very little recent disturbance. Selective cutting, probably of oak, occurred in the distant past, but red oak has regenerated nicely. Sugar maple is the most abundant tree. Red oak is common (20%) and comprises almost all of the canopy. Basswood, ironwood, red maple and ash are present. Standing and fallen deadwood is common. Saplings of sugar maple, hickory and ironwood are typical. Seedlings of sugar maple are highly browsed. The red oaks range in size from 11-27 diameter. The sugar maples are on average 8 inches diameter. This forest has a good distribution of all age classes, except for the lack of young sugar maple seedlings. Along Elm Creek semi -sunny areas support box elder as the common understory tree. There is low probability of it spreading into the highly shaded forest interior. The marshy areas are sedge meadows and the fringes support most of the herb layer. The herb layer covers about 30% area and is mostly in patches. The edges are mostly shaded throughout, but in some places where there are breaks in the canopy buckthorn is occasional. The size, lack of disturbance, and structure of this tract make it a grade A forest. Protection The forest to the west and south should be preserved along with this site. Although development of the offsite forest would not immediately jeopardize the quality of the site, it would place it closer to the minimum size for an A grade (40 acres). In addition, due to the high number of red oaks, development could raise the probability that oak wilt could invade into the tract. This community should perpetuate itself indefinitely, and no protection from exotic species in necessary at this time. However, deer enclosures are recommended to increase survival of sugar maple seedlings. Summary Report Plymouth, Minnesota Page 7 Stewardship Protection of potential forest songbirds should be taken into consideration. Cats from adjacent development are the biggest problem for maintaining the habitat for these birds. Although the area is nearly level, trails should be well maintained to ensure that walkers do not trample and compact the ground away from trails. The banks of Elm Creek could be disturbed from random use of walkers also. Crossings should be maintained and signs posted to ensure that people do not erode the banks. The site also contains land cleared for agricultural practice. Some of this land could be used as open picnic area and some of it could be managed as a buffer zone around the core preserve. Tree planting in the buffer zone could be done to increase the size of forest interior. Site 1 K Ecological Assessment 7 This site contains a maple -basswood forest tract. Almost all of the community is contained on the site. The Soo Line fragments it through the center. Agricultural land and Hollydale golf course surround it. The site is linked to the large Gun Club wetland to the northeast. There is potential to create a significant acreage of natural area by preserving this site, site 1G, and the Gun Club wetland. South of the tracks is disturbed by roads and recent cutting. TheIsforesthasbeenrecoveringfromacrownfirethatspreadthrough this tract in the past. A sugar maple -basswood stand with elm and green ash has canopy sugar maples on average 16 inches diameter and 8 inch diameter green ash. Buckthorn is common in patches throughout. The stand is wet-mesic in spots so that logging roads crisscrossing the stand, are creating gullies and compacting theINgroundthroughout. The herb layer is dense and dominated by impatiens or Virginia waterleaf. Seedlings of sugar maple are rare. IN North of the tracks the topography is rolling with high -sided ravines leading north. The potential for erosion is highest here of any forest tracts visited in this study. The forest structure varies Itfrom young even -age stands (2-6 inch diameter tree's) to older stands of more diverse age structure. Old white oak is widely spaced in the canopy. In the older stands, the canopy sugar 91 maples are 13 inch diameter. There is a strong component of sugar maple saplings (<2 dbh) and young basswood are quite common. Buckthorn is common throughout in patches, but INhoneysuckle is rare. Sugar maple seedlings are rare. BtSummary Reportort - . IdPlymouth, Minnesota Page 8 This site barely meets the size requirement for grade A forest tracts. The degree of disturbance in the southern section from roads and patches of buckthorn throughout also downgrades this site. This community is young to middle age second growth forest with a present grade of B, but with protection and management could become grade A. Protection This community could be preserved intact by purchasing this site alone. A broader protection plan would be to link together this community with the wetland to the northeast and site 1G. The adjoining property owners could be involved in a multi -faceted protection plan that includes conservation easements, wetland protection, and City acquisition. The northern section is sensitive to trail placement. Ravines need to be crossed and trails need to be well maintained and prohibit off trail walking. The southeast corner is presently used as a parking lot and wood chip site. The overstory has been maintained and the roads lead in from here. Picnicking areas could be established in this off location. Stewardship Buckthorn needs to be removed from most parts of the forest. It still just exists in patches, rather than continuously and is, therefore, practical to remove. Points for invasion of exotic species along the railroad line need to be watched closely. Site X Ecological Assessment This site consists primarily of wetland communities. The wetland continues offsite to the south (Figure 3L). The edges in the southern segment have been developed. A willow swamp occupies the majority of the basin. Reed canary grass has dominated open marshy areas. Dead ash is common, indicating the hydrology has a history of fluctuation. The edges are not developed, probably since they are relatively steep -sloping woods. The complex of wetland cover and woodland transition zone provides good wetland habitat. Given the variety of wetland vegetation types and extent of upland edge, this community is given a grade B. The adjacent upland is sloping oak forest and lowland hardwood. The east boundary area is dominated by white oak that are 18 inches diameter on average. Basswood and ironwood are common understory trees, and along the edge box elder, choke cherry, Summary Report A-PLYMOT40TO Plymouth, Minnesota Page 9 green ash and aspen are common. Buckthorn and honeysuckle are the two exotic shrubs along the edge, but they die out under the shaded canopy. The herb layer is scattered and covers about 20% of the ground. W Protection This site can be protected with wetland ordinances. The entire community, not just the part on this site, should be protected equally. The sloping woods could be protected with steep slope ordinances or a wetland ordinance which restricts development of the adjacent transition area. Stewardship 7 Developing and maintaining trails will be the major issue for this site. Trails will have to be raised boardwalks. Along the steep - sloping areas no trails should be developed, due to the difficult terrain and potential for erosion. Site 31 Ecological Assessment This site has hardwood forest and willow swamp communities underlain by muck. Stands of trees characterize most of the site, but they are interspersed with stands of willow to the east (Figure 3I,M). The vegetation in the herb layer is highly degraded. Roads crisscross the site and have compacted the soil such that nonnative plants such as creeping charley, Kentucky blue grass and dandelions dominate. Cottonwood is outstanding on this site and it is interspersed with elm, box elder and green ash. The wooded edges are dominated by sumac and buckthorn. Dogwoods are common throughout. A 29 inch diameter bur oak specimen was observed. The site is degraded; however, it is linked to the larger willow swamp to the east and on site M and the large cattail marsh on Bassett Creek. Within this larger area complex, the towering cottonwoods provide a unique component of the wetland habitat. For this reason, the community is given a grade BC. Protection This site could be protected by wetland laws and a local ordinance which prohibits development of portions of large wetland complexes. Stewardship Any of the degraded open areas could be used for picnicking areas. Removing exotic buckthorn and sumac would be very difficult, but since access is easy is not impractical to consider. Summary Report Plymouth, Minnesota Page 10 Garbage dumping is common. This includes pieces of concrete. All of this should be removed. Site 3M Ecological Assessment This site contains lowland hardwoods and willow swamp communities. The lowland hardwoods continues to the north Figure 3I,M). Cutting of very large trees occurred in the distant past. Green ash, box elder, basswood, hackberry and cottonwood are typical tree species. Buckthorn covers 25% of the understory. The herb layer has been disturbed by frequent dumping. The linkage of this site with adjacent wetland communities increases its value. Due to the disturbance of the herb layer from dumping and the extent of buckthorn, this site is given a grade C. With management and protection, the grade could be raised to at least a B. The northwestern area of the site contains a shrub swamp community. Sandbar willow and red osier dogwood are interspersed with common reed grass. Marsh marigold are occasionally found. This community appears to be in good condition with little disturbance. Due to the linkage of this community with lowland hardwood forest, cattail marsh to the east and site 3I, a grade of B has been assigned. Blanding's turtle has been reported crossing the road in this area within the last five years. This species is ranked as state threatened. Protection Wetland laws protect the shrub swamp community. As identified above under Site 3I, a wetland ordinance which protects larger wetland complexes from fragmentation would adequately protect much of this site. Additional protection via acquisition or wetland ordinance to protect upland transition zones would be necessary for the lowland hardwood forest. Stewardship A field is in the southeast part of this site. This could be managed as a picnic area. Trails will be difficult to develop and maintain. Raised boardwalks are necessary to prevent compaction in some places and to allow passage over standing water. Buckthorn removal is critical to maintain the structure and composition of the lowland hardwoods. Summary Report . Plymouth, Minnesota Page 11 Site 3N Ecological Assessment This site contains a complex of wetland communities. The unique element here is the presence of tamarack. It appears that the community is a shrub swamp with tamarack making up about 30% of the wooded areas. Tamarack is located in a circular zone centrally located in the site. The wooded area located to the south central is weedy in nature and covers a long path of road rubble large old blocks of concrete). The wooded area on the east boundary is lowland hardwood forest. The southeastern area is mostly covered by a cattail marsh. Scattered stands of reed grass and sedges are along the edges. The north central area is dominated by reed canary grass. The shrub swamp is invaded by reed canary grass, but many native herbs are still present. Due to the presence of tamarack in this community, the shrub swamp is given a AB grade. Tamarack are sensitive to poor water quality and thus are an indicator of higher quality areas. Also, they are rare in this part of the state. The southwestern open area is an old field. This area would be useful as a picnic area. Protection Wetland ordinances should be used to restrict development on this site. It is recommended that the site be specially investigated to see what conditions should be maintained to sustain the tamarack. The lowland hardwoods should be protected as wetland transition zone. Stewardship The old field should either be managed as a picnic area or restored with native flora. The old concrete blocks should be removed. This practical with heavy equipment crossing the old field. Site 4A Ecological Assessment This site contains a complex of several wetland and upland plant communities. The uplands range from closed canopy forest to open, brushy areas. All the upland sites have been considerably disturbed by roads and paths. Fortunately, erosion is not severe in most places, because the topography is gently sloping. The site is bordered by the Soo line to the south, and residential and commercial development. Because of its size, complexity and potential for restoration, the site is still worthy of protection. Summary Reportort - Plymouth, Minnesota Page 12 The original upland plant communities were mostly fire - maintained oak savanna and prairie. Large (24 inch diameter), low spreading and widely spaced individuals of bur oak are present in the south-central part of the site (Figure 4A). A few of the prairie herbs are still evident and indicate that the site supported mesic prairie. All of the open areas along the south end of the site are disturbed prairie remnants, containing weedy herbs and stands of aspen and sumac. The grade is D because of the poor representation of the characteristic prairie species. The oak forest is an upland lobe surrounded by several different wetland communities. The structure indicates that this area was most likely a savanna community. Red oak has succeeded since fire suppression. Maple and elm saplings are prominent in the understory. Woodland edge species are not found in the interior. With appropriate management, this tract can develop into a high quality oak forest. For these reasons, the community is given a grade of BC. The lowland hardwood forest is dominated by green ash and aspen, with scattered bur oak, cottonwood and paper birch. Sumac occupies 60% of the edge along the oak forest and is located in patches throughout the more open areas. The hardwoods occupy many small knolls scattered among the marshy, wetland areas. Wetland transition zones leading to the hardwood stands were originally dominated by sedges and low prairie species. Now these areas are primarily occupied by scattered stands of aspen and sumac, paths and roads, weedy herbs and a few isolated pockets of original native vegetation. Although the lowland hardwood stands are still representative of this community, the small size makes them mostly edge. A grade of C has been assigned to this community. Shrub swamp and cattail marsh, occupy areas surrounding open water. Silky and red osier dogwood and willows are the characteristic shrubs. Canary grass is a common herb surrounding these communities. These communities are graded B. Their value for wildlife is good because of the existence of surrounding upland habitat. Protection Several open water and wetland areas on this site are currently protected by the Department of Natural Resources. This site is the only one in this study that contains a relatively large landscape of wetlands interspersed with upland transition area. Protecting the upland would not only provide an opportunity to restore both mesic and low prairie, but is critical to maintaining the habitat value of the wetlands. Protection could be accomplished by local ordinances protecting upland interspersed in wetland complexes. The oak forest should be acquired. Summary Report A-PLY90T4MM. Plymouth, Minnesota Page 13 4 4 4 4 4 4 10 Stewardship be restored. Cutting of en cover areas and prairie can material should be The OP d burning out young woodysumacstandsan species should be performed and then of nativeread of weedy undertaken. Restoration will also reduce th spread naintaining or the lowland hardwoods, herbs into the quality of this comrr urutY impTOVing ireseededand 4se covered to Roads and Paths should bcrease the acreage of highly disturbed prevent wash out and de ground. MinnesotaPlymouth, M Page 14 TABLE I SITE GRADE, RANK' AND PRIORITY Rank Siz12 Priori Communi Grade B End 39.6 3 Maple -Basswood Forest 1 A End 53.3 Maple -Basswood Forest 2 B THR 78.8 Oak Forest B SPC Willow Swamp/N4arsh Oak Forest BC C THR SPC 48.9 9 Lowland Hardwood C SPC/SEC Willow Swamp/Marsh B THR 30.1 6 Oak Forest C SPC Willow Swamp 8 BC SPC 13.7 Lowland Hardwood Forest 7 C SPC 10.5 A Hardwood Swamp B SPC Willow Shrub Swamp Tamarack Swamp AB B SPC SEC 46.2 4 K Cattail Marsh C SPC Emergent Marsh Oak Forest BC B THR SPC 53.5 5 4A Willow Swamp C SPC Lowland Hardwood Forest B Cattail Marsh D Prairie e Program and MinnesotacommunitiesbytheNaturalHeritageSEC=secure. Minnesota state ranks determined for naturalndangered, ecologist; ENDSg THR=threatened, SPC=special concern, County Biological Survey Most sites include additional acreage with developed acreage. 2 Significant acres. TABLE 2. LIST OF PLANTS SM COMMUNITY LAYER TREES SHRUBS HERBS IK FOREST sugar maple buckthorn, c virginia bedstraw jack in the creeper pulpit basswood virginia wood nettle round lobe waterleaf hepatica elm impatiens twisted stalk green ash wood violet perm. sedge white oak ferns moonbeam ironwood 1I FOREST red oak meadow rue virg. waterleaf sugar maple virg, creeper jack inthe pulpit basswood ferns wild geranium red maple wood nettle green ash blue cohosh ironwood bedstraw hickory twisted stalk box elder moonbeam IG FOREST red oak buckthom,r virg. wood nettle waterleaf sugar maple prickly ash, r spring beauty bloodroot basswood currents meadow rue geranium elm osmorhiza bedstraw hickory wood violet ferns ironwood groundnut twisted stalk bigtooth wild ginger per -foliate aspen bellwort green ash white oak choke cherry IC FOREST white oak current bedstraw geranium hickory seviceberry virg.creeper wood nettle choke cherry buckthorn meadow rue impatiens big tooth spring beauty ferns aspen red oak woodbine jack in the pulpit basswood baneberry green ash twisted stalk elm bloodroot quaking yellow violet aspen box elder blue cohosh WETLAND born elder sandbar reed canary impatiens willow grass elm bedstraw burdock 3L FOREST basswood buckthom,c impatiens white oak serviceberry false solomons seal elm honeysuckle virginia creeper ironwood prickly ash, canary grass 0 green ash 3I WETLAND cottonwood sanbar creeping willow charley elm buckthorn, c kentucky blue grass box elder silky dandelion dogwood green ash sumac canada tiistle bur oak burdock 3M WETLAND sandbar reed grass willow red osier marsh dogwood marigold LOWLAND basswood currant A bedstraw kentucky blue grass Voft -- - . hackberry solomons red osier seal box elder jack in the pulpit cottonwood nettles elm cottonwood 3N VvTETL ND tamarack red osier marsh golden cattail dogwood marigold alexanders cottonwood willow impatiens bedstraw box elder joe pyeweed reed canary grass green ash buckthorn, c impatiens 4A FOREST red oak bur oak elm WETLAND red osier dogwood sandbar willow LOWLAND cottonwood sumac, c goldenrods poison ivy sedge aspen serviceberry big bluestem violet brome green ash silky bee balm kentucky dogwood blue grass bur oak pussy willow round head dandelion bushclover paper birch white spirea strawberry spring beauty 0" -- . 15, OF PLYMOUTH JTUROULEVARD, PLYMOUTH, MN 55447 DATE: March 3, 1995 TO: Dwight Johnson FROM: Eric J. Blank, Director, Parks and Recreation SUBJECT: TRAILS Attached for City Council review is a printout of the estimated cost for completing all of the trails proposed within the MUSA area of the City. $1.2 million would fund all of the projects down through item No. 22, with the exception of a bridge over 494 at County Road 9. We have submitted a federal grant application for a bridge over 494 and if we are successful, our share of the cost of the bridge would be about $150,000. On the attached trail plan, I have highlighted in green the 11 miles of trail we could build for 1.2 million. The blue highlighted trails are MSA funded projects scheduled for 1995/96. If we invest approximately $1.2 million in the trail program, we will add approximately 11 miles of trail. We estimate that it currently costs approximately $350 per mile per year to maintain trails. Our increased annual operating cost would be approximately $4,000 additional each year then. We currently have two sidewalk clearing machines in our fleet. At some time in the future, it will be necessary to acquire a third machine, which runs approximately 65,000. EB/np TRAIL PROJECTS March 2, 1995 Map No. Project Location Length On -Off Road Class I or $201foot II Cost Est. CIF TIF MSA Park Ded Year 1 Xenium Ln, Mntnka to Luce Line 1.00 1 105,000 95 2 Vicksburg, Old Rckfrd Rd to Sch Lk Rd 1.60 1 169,000 95 both sides 3 19th Ave, Holly Ln to T.H. 101 0.30 1 32,000 95 4 Co Rd 61, Plym Crk to Co Rd 9, west side 1.00 1 105,000 95 5 Fernbrook, Co Rd 9 to 34th, east side 0.50 1 53,000 95 6 Vinewood Ln, Co Rd 9 to Northwest Blvd 0.50 1 50,000 95 7 Schmidt Lk Rd, Fernbrook to Vicksburg 1.10 1 116,000 X 95 8 Xenium Ln, 32nd Ave to Co Rd 9 0.75 1 74,000 95 9 Turtle Lake trail south to Old Co Rd 9 0.40 Off 1 42,000 95 10 Dunkirk Ln, 24th Ave to 33rd Ave 0.75 1 63,000 95 11 West Med RR track to T.H. 55 0.30 II 32,000 95 12 34th Ave to Lanewood Ln, south side 0.30 Off 1 32,000 95 13 Co Rd 47, Annapolis to Northwest Blvd 11 173,000 95 study done '94 14 East/West trail-Vicksburg/Fernbrook Off 1 73,000 95 study done '94 15 Northwest Blvd, 42nd to 43rd 1 34,000 95 study done '94 16 Northwest Blvd, 54th to 56th 1 72,000 95 study done '94 17 St. Mary's Park to East Jr. High 0.25 1 20,000 95 18 Hemlock, Co. Rd. 10 to 62nd Ave Off II 60,000 95 19 Bridge, Co. Rd. 9 & 494 300,000 95 20 Co. Rd. 9, Minnesota to 494 X 95 County road project 21 Co. Rd. 9, Vicksburg to Hwy. 55 X 95 County road project 22 Medina Rd, Co Rd 24 to Co Rd 101 0.70 70,000 95 23 Zachary Ln, 42nd Ave to Co Rd 47 2.10 1 222,000 X 95 & 96 24 Lancaster Ln, Pilgrim Ln to 36th Ave 0.50 1 60,000 96 25 Dunkirk Ln to Maple Creek Park 0.60 Off 1 65,000 96 26 Nathan Ln/ Old Co 15, Mntnka to Revere 0.60 1 63,000 96 27 Ferndale Rd, Co Rd 6 to Luce Line 0.80 1 84,000 X 96 28 Plymouth Creek trail remaining segments 1.70 Off 1 180,000 96 add land cost 29 Carlson Pkwy, Cheshire to Xenium Ln 0.25 1 25,000 96 30 Zachary Ln, Ridgemount to T.H. 55 1.60 1 169,000 96 both sides 31 Plymouth Creek, east side of KL School Off 1 60,000 96 32 Bridge 494/Plymouth Creek trail 400,000 96 33 Bridge, RR to Cardinal Ridge Park 50,000 96 34 Fernbrook Lane/P.C. Tunnel 70,000 96 upgrade existing tunnel 35 East Medicine Regional Trail (loan) 96 Park Dist. 36 1 Parkers Lake Short Cut 1 75,0001 1 96 floating trail & stairs TRAIL PROJECTS March 2, 1995 Map No. Project Location Length On•Off Class I or $201foot Road II Cost Est. CIF TIF MSA Park Ded Year 37 Vicksburg, Cc Rd 6 to 18th Ave, east side 0.25 1 26,000 97 38 Cc Rd 6, Dunkirk to Vicksburg, south side 0.50 1 50,000 97 39 Vicksburg, 1 8th Ave to T.H. 55, east side 1.25 1 132,000 97 40 Xenium Ln, Luce Line/Hwy 55 1.00 106,000 97 41 Xenium Ln, Hwy 55132nd Ave 0.40 44,000 97 42 Cc Rd 6, Fernbrooklenium 0.40 44,000 97 43 Old Cc Rd 9, PolarislVicksburg 0.40 42,000 97 44 Plymouth Creek Park 1.00 100,000 97 45 Cc Rd 24, 551101 0.80 85,000 97 46 6th Ave, Xenium to Sycamore 0.30 30,000 97 47 T.N. 101, 26th Ave to Cc Rd 24 0.40 1 42,000 coordinate with County 48 26th Ave, Med Ridge Rd to T.H. 169 0.30 1 32,000 on hold 49 Cc Rd 47, Annapolis to Vicksburg 400,000 hold 50 Vicksburg Ln, Sch Lk Rd to Cc Rd 47 280,000 hold TOTAL 4,611,000 DATE: March 2, 1995 TO: Mayor and City Council FROM: Kathy Lueckert, Assistant City Manager r SUBJECT: Possible Schedule and Costs for Open Space/Trails Referendum As you consider the possibility of a referendum for Open Space and Trails, some information on a possible schedule and the estimated costs of the election might be useful. Schedule Detailed below is a possible schedule for an Open Space/Trails Referendum. I have assumed a May 23 date for the referendum. March 13 City Council Study Session on Long Range Capital Improvements Planning March 21 City Council takes action to place referendum question on the ballot. Consider appointing a citizen committee Late March City Clerk notifies Hennepin County of May 23 election. A minimum of 45 days prior to the election is the required notice. April Plymouth News Preliminary information on referendum May Plymouth News Detailed information on referendum. Announce Community Meeting Date 0 Week of May 1 Mail information brochure on referendum Week of May 8 or May 15 Hold Community Meeting with Ward break-out sessions May 23 Referendum Election Estimated Costs of Election The estimated cost to hold a "regular" election (all twenty precincts voting) is estimated at $18,500. This figure includes the costs of election judges, ballots, printing, and polling place charges. In addition, costs for informational materials and a mailing are projected at between $5,000 - $6,000. Thus the total estimated cost for a referendum is around $25,000. We considered other types of elections, such as a mail ballot or reducing the number of polling places. A mail ballot election is more expensive (over $44,000) than a regular election. Reducing the number of polling places requires mailing a change notice to voters prior to the election, and mailing a change notice after the election. Depending on how many precincts are involved, the postage alone may cost as much as conducting a regular election. I hope this information is helpful in your discussions. 03/02/95 10:19 FAX 612 223 3002 SPRINGSTED INC. Net Proceeds for Projeot Costs of Issuance (a) Underwriter's Discount (b) Total Bonds City of Plymouth, Minnesota General Obligation Open Space Bonds Composition of Issues 2.000,000 Issue 1,956,000 22,000 22.000 3.000.000 Issue 2,940,350 26,650 63,000 Q 002/002 a) Costs of issuance include Financial Advisor fee, Bond Counsel fee, ficial Statement printing, Moody's rating and miscellaneous costs. b) Underwriter's discount is $11 per $1,000 bond, based on a 15—year issue rated 'Aaa." Prepared by: SPRINGSTBD Incorporated (02—Mar-95) il DATE: March 2, 1995 TO: Mayor and City Council FROM: Kathy Lueckert, Assistant City Manager 4* SUBJECT: Possible Schedule and Costs for Open Space/Trails Referendum As you consider the possibility of a referendum for Open Space and Trails, some information on a possible schedule and the estimated costs of the election might be useful. Schedule Detailed below is a possible schedule for an Open Space/Trails Referendum. I have assumed a May 23 date for the referendum. March 13 City Council Study Session on Long Range Capital Improvements Planning March 21 City Council takes action to place referendum question on the ballot. Consider appointing a citizen committee Late March City Clerk notifies Hennepin County of May 23 election. A minimum of 45 days prior to the election is the required notice. April Plymouth News Preliminary information on referendum May Plymouth News Detailed information on referendum. Announce Community Meeting Date 0 Week of May 1 Mail information brochure on referendum s Week of May 8 or May 15 Hold Community Meeting with Ward break-out sessions May 23 Referendum Election Estimated Costs of Election The estimated cost to hold a "regular" election (all twenty precincts voting) is estimated at $18,500. This figure includes the costs of election judges, ballots, printing, and polling place charges. In addition, costs for informational materials and a mailing are projected at between $5,000 - $6,000. Thus the total estimated cost for a referendum is around $25,000. We considered other types of elections, such as a mail ballot or reducing the number of polling places. A mail ballot election is more expensive (over $44,000) than a regular election. Reducing the number of polling places requires mailing a change notice to voters prior to the election, and mailing a change notice after the election. Depending on how many precincts are involved, the postage alone may cost as much as conducting a regular election. I hope this information is helpful in your discussions. 03/02/95 10:19 FAX 612 223 3002 SPRINGSTED INC. Net Proceeds for Project Costs of Issuance (a) Underwriter's Discount (b) Total Bonds City of Plymouth, Minnesota General Obligation Open Space Rands Composition of Issues 2,000,000 Issue 1,956,000 22,000 22.000 3,000,000 Issue 2,940,350 26,650 33.000 Z002/002 a) Costs of issuance include Financial Advisor fee, Bond Counsel fee, ficial Statement printing, Moody's rating and miscellaneous costs. b) Underwriter's discount is $11 per $1,000 bond, based on a 15—year issue rated 'Aaa." Prepared by: SPRINGSTIED Incorporated (02—Mar-95) 03/03/95 11:38 FAX 612 223 3002 SPRINGSTED INC. Z002/002 Q City of Plymouth. Minnesota General Obligation Open Space Bands Estimated Average Annual Tax Levy for Various Issue Sizes Estimated Average Annual Estimated Tax Impact 100,000 150,000 200,000 250,000 Amount of Bonds Issued: Tax Levy Property Property Pro e eery_ 8,351,000,000 105,900 3.34 5.01 Pro 6.68 2,000,000 211,800 6.68 10.02 13.36 16.70 3,000,000 317,700 10.02 15.03 20.05 25.06 4,000,000 423,600 13.36 20.05 26.73 33.41 5,000,000 529,600 16.70 25.06 33.41 41.76 6,000,000 635,400 20.05 30.07 40.09 50.11 7,000,000 741,300 23.39 35.08 46.77 58.46 8,000,000 847,200 26.73 40.09 53.45 66.82 9,000,000 953,100 30.07 45.10 60.14 75.17 10,000,000 1,059,000 33.41 50.11 66.82 83.52 11,000,000 1.164,900 36.75 55.12 73.50 91.87 12,000,000 1 1,270,8001 40.09 60,1480.18 100.23 Assumptions: 1) Assumes an estimated average annual interest rate of approximately 5.35% and even annual debt service requirements over 15 years. 2) Estimated tax impact is based an the tax rate calculated by dividing the average annual levy for each issue size by the City's 1994/95 estimated market value of $3,169,845,700, The tax rate times the sample property value equals the estimated tax impact Prepared by: SPRINGSTED Inc. 03 -Mar -95 I DATE: March 3, 1995 TO: Mayor and City Council FROM: Dwight D. Johnson and Dale Hahn SUBJECT: FINANCING SCENARIOS FOR TRAILS AND OPEN SPACE We have identified the following principal scenarios for financing the acquisition of open space areas and the acceleration of trail construction. Each of them assumes an overall need of $3 million to accomplish the desired objectives and that any bond issue will extend for 15 years at an interest rate of 5.35 percent. OPTION 1: Issue General Obligation Bonds for $3,000,000. Annual principal and interest payment: $317,700 Percentage increase in City taxes: 3.5 percent Percentage increase in total taxes: 0.5 percent Dollar increase for $150,000 home: $15.03 per year Net increase for $150,000 home after repayment of old park bonds: $6.94 per year Election required: yes Comment: Increases taxes. Conserves all existing Community Improvement Funds for future purposes. OPTION 1A: Issue General Obligation Bonds for $3,000,000 and have $1,000,000 of principal repaid from park dedication funds over 15 years. Annual principal and interest payment: $317,700 Percentage increase in City taxes: 2.31 percent Percentage increase in total taxes: 0.31 percent Dollar increase for $150,000 home: $10.02 per year Net increase for $150,000 home after repayment of old park bonds: $1.71 per year Election required: yes Comment: Minimal tax increase. Will place a burden of about $100,000 on parks capital improvements plan, exacerbating park dedication cash flow problem in five year Capital Improvements Plan. Page 2 OPTION 2: Spend $3,000,001 from the Community Improvement Fund. No bond payments No taxes used No tax increase for average homeowner Net tax decrease for $150,000 home after repayment of old park bonds: 8.31 decrease per year Election required: yes Comment: No tax increase, but leaves significantly fewer funds in the Capital Improvement Fund for long-term future projects. OPTION 2A: Spend $2,000,001 from the Capital Improvement Fund and borrow an additional $1,000,000 from the Capital Improvement Fund to be repaid from park dedication funds over 15 years. No bond payments No taxes used No tax increase for average homeowner Net tax decrease for $150,000 home after repayment of old park bonds: 8.31 decrease per year Election required: yes, if open spaces and trail programs are considered one project Comment: No tax increase, but decreases funds available for both general long-term project list and five-year park capital improvements planned from the park dedication fund. OPTION 2B: Borrow $3,000,001 from the Community Improvement Fund and repay it with $2,000,000 from tax levy increases and $1,000,000 from future park dedication funds over 15 years. No bond payments Percentage increase in City taxes: 2.30 percent Percentage increase of total taxes: 0.30 percent Dollar increase for $150,000 home: $9.79 per year Net increase for $150,000 home after repayment of old park bonds: $1.48 per year Election required: yes, if open space and trail expenditures are considered one project Comment: Minimal tax increase. However, taxes allocated to repayment of Capital Improvement Fund could be subject to future property tax freezes or levy limits. Burdens park dedication fund as in options IA and 2A. Page 3 OPTION 3: Combine issuance of $2,000,000 in General Obligation bonds with spending $1,000,000 from the Capital Improvement Fund. Annual principal and interest payment: $211,800 Percentage increase in City taxes: 2.31 percent Percentage increase of total taxes: 0.31 percent Dollar increase for $150,000 home: $10.02 per year Net increase for $150,000 home after repayment of old park bonds: $1.71 per year Election required: yes Comment: Minimal tax increase. No impact on park dedication funds. Impact on future projects from Capital Improvement Fund is comparatively modest. Conclusions: All scenarios require an election. Option 1 provides a net tax increase. Options 2 and 2A use significant sums from the Capital Improvement Fund without future repayment. Options 1A, 2A, and 2B significantly burden the park dedication fund and ongoing park improvement projects such as our playfield development or the new West Medicine Lake Park. Option 3 provides the best funding balance with the minimal net new burden to the taxpayer or the park dedication fund, and little burden on the Capital Improvement Fund. In effect, we can buy open spaces in a timely manner and accelerate our trail construction program by about five years without raising taxes, without impacting the existing park development program, and with little impact on our ability to fund other possible community projects from the Capital Improvement Fund.