HomeMy WebLinkAboutCOUNCIL - AGENDA ITEM - 06/10/2008 - I-25/SH 392 INTERCHANGE IMPROVEMENTS - PROGRESS RE DATE: June 10, 2008
STAFF: Mark Jackson WORK SESSION ITEM
Chuck Seest FORT COLLINS CITY COUNCIL
Pete Wray
Rick Richter
Denise Weston
SUBJECT FOR DISCUSSION
I-25/SH 392 Interchange Improvements — Progress Report on 1601 Study Process (Financial and
Transportation Elements) and Proposed Joint Meeting Between Fort Collins City Council and
Windsor Town Board to Discuss Continued Partnership.
EXECUTIVE SUMMARY
I. Progress Report on the 1601 Process
A. Staff will review the 1601 Study process and proposed schedule.
B. The Federal Highway Administration has approved the Request for Separate Action.This
allows Fort Collins and Windsor to move forward with the 1601 Study. We have also
received and signed the Intergovernmental Agreement with the Colorado Department of
Transportation (CDOT).
C. A consultant team has been selected and contract finalization is underway. Project staff will
ask City Council in July to raise the cap on City contributions (as specified in the March
2008 IGA) by an additional $15,299.
II. Update on the work of the Finance Committee for the 1601 process with regard to
evaluating both the financing tools under consideration and the mix of financing tools
for the proper funding scenario.
III. Proposed joint meeting between Fort Collins City Council and Windsor Town Board
to discuss continued partnership.
The City and Town Managers agree it is important to keep the 1601 Process moving ahead. At the
same time,they agree that it would be in the City and Town's best interest to schedule a special joint
meeting to talk about the Interchange Improvement Project partnership.
The purpose of the proposed meeting is to revisit community values and goals regarding the Joint
Interchange Project. The Managers are proposing a joint session between the City Council and
Town Board to:
• reaffirm that I25/392 interchange is a problem that needs to be solved—and an improved
interchange is important, for different reasons, for both communities.
June 10, 2008 Page 2
• review the land use and gateway vision of each community for the property surrounding the
interchange.
• identify the values of each community in relation to the interchange problem.
• affirm the commitment by each community to the interchange project and their respective
goals for land use patterns and financing mechanisms.
GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED
1. Are Councilmembers comfortable with the information presented and/or are there any
questions pertaining to the status of the 1601 Study Process?
2. Do Councilmembers have preferences and/or specific concerns regarding the usage of
specific tools currently being considered for creating funding scenarios?
3. Is there any additional information that is needed prior to, or along with, agenda materials
for the proposed special joint meeting scheduled for mid-summer?
BACKGROUND
I. 1601 Study Process Progress to Date—Action by Federal Highway Administration and
Hiring of a Consultant for the Process.
The 1601 process is a CDOT-mandated process for seeking approval from the Federal Highway
Administration to reconstruct or modify an interchange on the Interstate Highway System. In March
2008, City Council was presented with an agreement to implement a 1601 Study for the
improvement of the 125 and SH 392 interchange.
1601 Systems Level Study and Financial Committee Processes
Attachment 1 shows the parallel processes required for a successful project outcome. While the
Technical/Environmental Committee works to fulfill federal and state requirements mandated for
the 1601 System Level Study, the Financial Committee works to develop funding scenarios and
recommendations. Recommendations from the Financial Committee will be incorporated into the
System Level Analysis report to be submitted to the Colorado Department of Transportation
(CDOT), The Colorado Transportation Commission, and the Federal Highway Administration
(FHWA). These parallel processes are necessary in order to meet an anticipated approval process
in the first quarter of 2009.
Outreach meetings are planned throughout the process for both residents and key stakeholders from
Windsor and from Fort Collins. Project staff also plan regular written and in-person updates to the
City Council and Town Board at key project milestones.
June 10, 2008 Page 3
FHWA Approves Request for Separate Action
The Federal Highway Administration approved the Request for Separate Action on May 7th. This
allows Fort Collins and Windsor to move forward with the 1601 Study.
Consultant Selection and Budget Adjustment
The initial project cost for the 1601 study(presented to Council as part of the three party agreement
to be divided between Windsor, Fort Collins and Lauth development) was estimated at$138, 552.
In April, the City of Fort Collins and Town of Windsor received a proposal from DMJM Harris to
perform the SH 392 and 125 interchange 1601 Study. The interview panel was very impressed with
DMJM's qualifications and experience with studies of this type. DMJM Harris was the sole
applicant even though the RFP was an open posting, largely due to their prior work with the Town
of Windsor interchange efforts. Staff reviewed the proposal and subsequently interviewed DMJM
Harris. Their initial cost proposal was$230,898. The project team then held a scoping meeting with
DMJM Harris at which time some items were eliminated such as consultant travel,reduced efforts
on other items,and adjusted consultant-assigned personnel on some tasks. As a result,staff was able
to reduce the proposed project cost to $199,749.
In the agreement approved by Council, the City's contribution to the 1601 study is capped at
$34,638. In order to proceed with a contract with DMJM Harris, this cap will need to be raised to
$49,937; Fort Collins share is $15,299.
The distribution of costs is reflected the table below.
SH 392/1-25 1601 Cost
New Cost after RFP
1601 Study in the from DMJM for Additional Funds
Participation IGA 1601 Study Needed
Windsor 25% $34,638 $49,937 $15,299
Fort Collins 25% $34,638 $49,937 $15,299
Metro Acquisitions $69,276 $99,874 $30,598
(developer) 50%
Total $138,552 $199,749 $61,196
A revised, three-party agreement will need to be presented to Council for approval in the next few
weeks. The funds for this increase will come from the General Fund Contingency Reserves. Project
staff is scheduled to bring this amendment to City Council at the July 1 regular meeting.
June 10, 2008 Page 4
II. 1601 Process—Update on the Financing Tools and Funding Scenarios Created by Using
Those Financing Tools.
A joint team, comprised of staff from both the City of Fort Collins and the Town of Windsor and
tasked with developing feasible funding scenarios that represent the commitment to the interchange
of both communities, has been meeting over the past two months The I-25/ SH 392 Interchange
is viewed as a significant gateway for both the Town of Windsor and the City of Fort Collins. The
improvement will address transportation needs in both communities. The concerns of both
communities with regard to the environment and development standards are integral to the planning
and design of the interchange. In a similar fashion, the financing solution should also reflect both
the values and commitment of the two communities.
FINANCING TOOLS:
To date the joint finance team has evaluated the work contained within the draft study completed
in 2007 by an outside consultant. The team is also evaluating options that have recently been
presented by consultants working with a major property owner on the Windsor side of the
interchange. The primary financing tools currently under consideration in alphabetical order are
as follows:
1. Certificates of Participation. Either one or both communities issue certificates of
participation (COPS) that pledge existing facilities as collateral for a financing that will be
repaid with general fund revenues. Over time, these revenues should be generated from
activity within proximity to the interchange.
2. General Fund Contributions. Both communities provide a one-time investment to be
made toward the funding of the interchange. No additional financial liability is assumed by
either community.
3. Metro Districts. Metro districts could be created on both sides of the interchange for the
purpose of assessing mill levy on properties within close proximity to the interchange.
4. Public Improvement Fee. A public improvement fee (PIF) could be imposed at the point
of sale on retail activity within close proximity to the interchange.
5. Urban Renewal Authority (URA). This tool would be utilized only on the Windsor side
of the interchange and would allow for the use of property tax increment.
6. Colorado Department of Transportation(CDOT)Contribution. CDOT has committed
a one-time contribution of$1.8 million for funding the interchange.
Aside from the above, the joint finance team also reviewed the following financing tools that are
viewed as secondary sources since they would require approval from other entities besides the City,
Town,County,CDOT and the Metro District proponents. This could delay completion of the 1601
Process in the current year. However,the financing plan submitted with the completion of the 1601
Process can be amended. In addition,some of these secondary financing tools pose legal concerns
and do not yield significant financial benefit to the project:
June 10, 2008 Page 5
1. Impact Fees. Impact fees could be assessed on all new commercial and residential activity
within proximity to the interchange. The Town of Windsor already has an impact fee that
recognizes the area adjacent to the interchange and the related public improvements required
in that area; the City could consider implementing a similar fee.
2. Special Assessment. A special assessment could be levied against undeveloped land on a
per acre basis. As development occurred the resulting property taxes on the developed
property would more than offset the raw land assessment.
3. North Front Range Metropolitan Planning Organization (MPO) Contribution. The
North Front Range MPO does not have any funds in its current funding cycle committed to
the interchange.
4. Other Grant Funding. The City and Town are both researching other funding sources.
The Town has identified USDA grants that may be available to communities with a
population of 30,000 or less.
FUNDING SCENARIOS:
The next step of the joint finance team is how to consider the optimal mix of the above financing
tools to create a funding scenario. The team has assembled two conceptual scenarios. The FIRST
scenario assumes that private entities finance the majority(75%) of the cost of the interchange.
Scenario 1 . Funding- Private
Entities
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Metro District - 31%
® Revenue Sharing(PIF or URA) - 44%
91 CDOT - 9%
® City of Fort Collins - 8%
® Town of Windsor - 8%
June 10, 2008 Page 6
Benefits of PRIVATE Entities Serving as the Primary Source of Funding:
1. Lower up front costs for the individual governments.
2. Less financial risk to the individual governments.
3. Could be accomplished via negotiations with a single property owner.
4. Focus available City resources on ancillary impacts (environment, transit, etc).
Challenges of PRIVATE Entities Serving as the Primary Source of Funding:
1. Dependent on economy and market forces. If development is slowed, interchange
construction may be delayed.
2. May not yield adequate revenues in future years for City services as a portion of underlying
revenues are dedicated toward financing the interchange for an extended period of time.
The SECOND scenario assumes that public entities finance the majority of the cost of the
interchange.
Scenario 2. Funding- Public Entities
I
A
,
® City of Fort Collins - 30%
Town of Windsor - 30%
El CDOT - 9%
Metro District - 31 %
June 10, 2008 Page 7
Benefits of PUBLIC Entities Serving as the Primary Source of Funding:
1. Not as dependent on either the economy and market forces.
2. Simplifies the financial package since the governments fund the project.
3. May generate a more stable tax revenue stream over the long term.
Challenges of PUBLIC Entities Serving as the Primary Source of Funding:
1. Substantial upfront costs to the individual governments ("Writing the Check").
2. More financial risk borne by the individual governments.
The joint finance team is still evaluating the merits of both scenarios. The first scenario clearly
provides a more affordable approach in the short-term and places more of the upfront financial cost
and risk on private entities. The second scenario with a commitment from both communities may
provide a long-term solution with greater revenues to both communities in the future,but also shifts
more of the financial cost and risk of the project from the private to the public entities.
III. Proposed Joint Meeting - City Council and Windsor Town Board
Changing Circumstances
While both the Windsor Town Board and the Fort Collins City Council committed to the 1601 Study
to accelerate the planning for the interchange project, conditions have changed in the past few
months:
• New Town Boardmembers were elected in Windsor .
• The retail market has and continues to change and the type, scope and timeframe of the
developer's (Lauth) project is also changing and evolving.
• Each community has different values and goals with respect to community development and
maturation and it is important to review the purposes of and commitment to carrying
through with the interchange project.
• As part of the 2006 IGA to initiate the partnership between communities and develop a joint
Plan, certain details for implementation need to be identified and agreed to by elected
officials, such as Interchange Project financial commitments, revenue sharing and timing
During the process to develop the Interchange Improvement Plan,the elected bodies of the City and
Town attended one joint work session prior to acceptance hearings in the Fall of 2007 and early
2008. As implementation is proceeding with the supported 1601 Study process,the timing is right
to meet again and discuss the ongoing partnership. While staff has been working diligently on
specifics of the 1601 separate action with CDOT, this proposed special meeting provides an
opportunity to reaffirm and discuss expectations of the partnership and, at the same time, keeps
progress moving forward.
July is the target to schedule a joint meeting. Staff is proposing a facilitated meeting with ample
time to discuss common ground and differences in land use patterns in the two communities. An
additional meeting between the two partners may be warranted as the project evolves.
June 10, 2008 1 Page 8
Several years ago in preparing to develop new interchanges at I-25/136 and I-25/144th, the cities
of Westminster and Thornton went through similar joint discussions on visions and logistics for
developing these future projects together. Dann Atteber y and Kelly Arnold (City
Manager/Windsor) recently met with Jack Ethredge (CM /Thornton) and Brent McFall (CM
/Westminster)to discuss the important elements that enabled these two communities to partner on
reconstructing the 1-25/136th and 144th interchanges.
One action that was essential was a facilitated meeting(s)with both Councils. This produced strong,
common support from both Councils that the interchange improvement was significant to both
communities and both needed to work together to achieve the improvement. The Councils spent
significant time shaping the vision and identifying each City's values related to the transportation
improvements and the adjacent corridor (1/2-mile on either side of the freeway). There were
differences between the two communities related to land use goals and intended land use patterns.
Yet,the two communities were able to develop a financing plan that accommodated their differences
while providing an equitable approach to financing the interchange improvements. These efforts
were key to achieving each community's land use vision.
The next step was to develop a financial package to cover the transportation improvements. While
both agreed that each community would share the cost of the interchange improvements,each City's
financial approaches were different. Westminster set up an Urban Renewal Area and used tax
increment financing(Westminster was on a fast track to develop a large commercial area on its side
of the freeway). Thornton used Certificates of Participation. Both agreed to a Revenue Sharing
approach whereby each would keep two-thirds of the revenue in the specified improvement area
around the interchange and send one-third of the revenue to the other city. While the financing was
not precisely equal, it was close enough that both thought the financing arrangement was true to
their common vision and goals. It has resulted in a win-win approach for Westminster and
Thornton.
Fort Collins and Windsor are embarking on their own unique partnership with this project. It is
important that the elected community leaders have the opportunity to directly address these elements
and shape an approach that works for each community as well as for the joint project.
ATTACHMENTS
1. 1601 Study Process Flowchart.
2. Powerpoint presentation.
I-251392 Interchange Approval Process ATTACHMENT 1
Executive Oversight Committee
• Members
Diane Jones, City of Fort Collins
Kelly Arnold, Town of Windsor
Bob Garcia, Colorado Department of Transportation
Overall Project Team
Leadership
Mark Jackson, City of Fort Collins
John Frey, Town of Windsor
Quarterly Meetings
Finance Committee 1601 Process
Leadership Technical / Environmental Committee
Chuck Seest, City of Fort Collins
Current Members Leadership
City of Fort Collins Rick Richter and Denise Weston, Fort Collins
Town of Windsor John Frey and Dennis Wagner, Windsor
41 Louth
Current Members
Schedule/Report Format City of Fort Collins
Every Other Tuesday Town of Windsor
Monthly Report DMJM Harris/EDAW
Colorado Department of Transportation
No FederallState Regulated Process
Schedule/Reporting Format
(schedule to be determined)
Monthly Report
Federal/State Regulated Process
Committee,Product Committee Product
Committee Product System Level Analysis NEPA Document
Financial Plan (Requires Approval from (CatEX)
CDOT Transportation (Requires Approval from
Commission) the Federal Highway
Administration)
F1Documentation required for the
601 Interchange Approval Process
Final IGA
City of Fort Collins,Town of Windsor, CDOT
k25 / SH392 Interchange
Improvements
Y i
k25/SH392 Interchange Improvements
1601 Systems Level Analysis
• Technical Feasibility Study (operational
acceptability)
• Environmental Clearance ( NEPA)
• Project Funding
• With Town Board & City Council Approval -
Report presented to CDOT Transportation
Commission for Type I Approval
Oversight1 -25/SH392 Interchange Approval Process
Executive
-11
Committee
1601 Process Committee Finance Committee
SNE . , System Financial
ae"Document
Analysis
1601 Documentation
Final IGA
CNY.f roil c.ul.bk
imeline of Current vs Proposed Process for SH392 Interchange Improvements
Cur tact N.M FSS EIS Process
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ProPoaM ODOT 1901 Policy DlralclNa Funally 9ourpa Vnanawl
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.FNWA Jusl.rtation for Separate Action approval (CO.PLETED)
x-5 mort s
.CDOT Trans. Commission conditional approval
® 64 months
FNWAICOOT Environmental approval
'® 5.1 months
Definiliona:
as morons DEIS = Draft Environmental Impact Statement
♦Councllle. CWT. Developer approve financial plan FEIS • Final Envlronemental Impact Statement
ROD = Record of Decision
St months IDA = Intergovernmental Agreement
JSA = Justification for Separate Action
. Proyarry, owners approve Bland formation IAR = lntamignge Access Request
♦ Councllle approve distinct formation NEPA - Nagooal Environment Policy Act
months
♦COOT approves construction "me ^
u-la mpnlm
City of Ford Collin
4
2
CDOT 1601 Policy Directive Process
1 . MPOITPR Board
Trans- Approval
System portation Conceptual Design
1601 and Level Commis- 2. NEPA Approval
Financial Analysis sion 3. FHWA Interstate Final IGA
Update Study Approval Access Approval Approval
i
Council Council Council Council Final
Work Work Hearing Work Council
Session Session Session Hearing
Today July Aug Oct Nov Dec Jan 2009
NOV
Public Outreach Meeting
DIAMONDTIGHT
-25/SH392 Project Funding
Finance Committee ' s Directives
1 . Determine feasible funding scenarios for the 1601
Process .
2 . Evaluate financing tools used to create funding
scenario .
3 . Evaluate a scenario focused on the development
efforts of a single property owner.
4 . Consider alternative funding scenarios .
Y i
-25/SH392 Project Funding
Evaluate FINANCING TOOLS :
FINANCE TOOL OPTIONS :
Special Assessment License Surcharge Property Tax
Metro District Urban Renewal Authority Impact Fees
General Fund Public Improvement Fee State Grants
Real Estate Transfer CDOT Contribution Lodging Tax
Federal Grants Certificates of Participation Utility Fee
North Front Range MPO Contribution RTA
-25/SH392 Project Funding
Identify Primary FINANCING TOOLS :
Metro District Urban Renewal Authority
General Fund Public Improvement Fee
CDOT Contribution Certificates of Participation
1 . Generate Significant Funding
2 . Input primarily from local governments
and property owners .
Y i
I -25/SH392 Project Funding
Funding - Private Entities (Primary)
Fort Collins
. .
I -25/SH392 Project Funding
Funding - Public Entities ( Primary)
Metro District
DO
Fort
Collins
Windsor 0 .
Y i
I -25/SH392 Project Funding
Comparison Of WIT Scenarios :
1 . Who Pays the Majority of the Interchange Costs ?
12
Whoever (private or public entities) provides
the majority of funding.
2 . Who Assumes Most of the Financial Risk?
Whoever (private or public entities) provides
the majority of funding.
-25/SH392 Interchange
Improvements
Proposed joint meeting between Fort
Collins City Council and Windsor Town
Board to discuss continued partnership .
Vtoo-
Y i
1 -25/SH392 Interchange Improvements
The purpose of meeting is to revisit Community Values
and Goals regarding the Joint Interchange Project,
including :
• Reaffirm 125/392 Interchange problem needs to be solved
• Review the land use and gateway vision adjacent to
Interchange for each community
• Identify the values of each community
• Assure the commitment by each community to partnership
and implementation actions to achieve project
I -25/SH 392 Interchange Improvements
Changing Circumstances :
• New Windsor Town Board members elected
• Retail market has and continues to change
• Type, scope and timeframe of the developer's project is
changing
• Details for implementation need to be identified and agreed to
by elected officials
Y i
CDOT 1601 Policy Directive Process
1 . MPOITPR Board
Trans- Approval
System portation Conceptual Design
1601 and Level Commis- 2. NEPA Approval
Financial Analysis Sion 3. FHWA Interstate Final IGA
Update Study Approval Access Approval Approval
Council Council Council tbd Final
Work Work Hearing Council Council
Session Session Work Session Hearing
Partnership Meetings
(between Council & Town Board)
I -25/SH392 Interchange Improvements
Questions for Council
1 , Are Council members comfortable with the information
presented and/or do you have any questions pertaining to
the status of the 1601 Process?
2 , Do Council members have specific concerns or a high
degree of comfort regarding the usage of specific tools
that the Finance Committee has evaluated and brought
forward ?
3 . Is there any additional information that is needed prior to
the proposed special joint meeting scheduled for mid -
summer?
Y