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CR 92-126 Assessing Projects Up-Front o Why assess up-front? The main reason that most cities assess projects up-front is to reduce the city's liability exposure with respect to property owners successfully appealing a project after it is completed. Once a project is complete, and property owners assessments are reduced and/or eliminated through the appeal process, the city is left with project costs that they now have to fund. Past history has shown that cities can be left with huge financial burdens from this process. Another reason that projects are assessed up-front is that it gives property owners a guarantee that their assessment will be a certain amount. Property owners can leave the assessment hearing with the satisfaction of knowing exactly what their assessments will be, eliminating some of the uncertainty of an assessment project. They furthermore know that. the city is assuming the risk if the project is to go over budget. o How is the project contingency calculated? Project contingency is a percentage of the construction bid that is added to this cost to cover any costs exceeding the construction bid or engineering contract. Typically, an 8-10% contingency is used on most proj ects depending on the proj ect amount, and environmental conditions of the project. Projects with greater risk usually have slightly higher contingencies. Past experience of Campbell project, and those experiences of other cities have shown and 8-10% contingency usually ends up very close to the final project cost. o What were the end results of assessing the Campbell project up- front? Attached are two project summaries for Project 90-20 and 90-23 detailing the costs associated with each project. The summaries clearly point out that one project is over the assessed amount, and the other proj ect is under the assessed amount. However, when adding the projects together the assessable portions almost equal the actual cost indicating that the contingency amount in the projects were very close to being exact. o How do other cities assess projects? Attached is a summary of a telephone survey that was conducted over the last two weeks. The survey points out that of the 21 cities contacted 14 assess projects after they have been completed, and seven have assessed projects up-front to a certain degree. Alternatives o Council could continue the current practice of assessing street proj ects up-front as recommended by staff. This practice would limit the city's liability exposure but may keep the city open for criticism. o council could continue the current practice of assessing street projects up-front but include a provision that the projects have to be over a certain dollar amount before this occurs. o Council could determine that they would like to revert back to the old method of assessing all projects after they are completed. This alternative would address some of the concerns the city recently received and also increase the city's liability exposure. ~ ,\ PROJECT 90-20 Campbell Neighborhood street Costs - Assessable Portion TYt>e of Work *Contract Amount Actual Cost Const. - GMH **155,819.00 Const. - Killmer Electric Const. - Resident driveway credit Engr. - Westwood 23,084.00 Engr. - Braun Engr. - GME Consultants Engr. - Westwood (est. additional cost to close project) Engr. - GME Consultants (est. additional cost to close project) 132,980.55 8,068.94 162.80 37,460.94 1,156.40 1,777.57 1,000.00 750.00 Subtotal 178,903.00 183,357.20 Legal, Financial, Admin. 9,989.43 9,602.44 (6.8% of const.) Total Improvement Cost 188,892.43 192,959.64 70% Resident Share Assessable ***132,224.70 135,071.75 *Basis for assessment roll **Includes $11,542 contingency (8%) ***Assessment roll amount adopted E/JG05202A/3 / PROJECT 90-20 Campbell Neighborhood Enqineerinq Related: Westwood Professional Services Braun Engineering GME Consultants *51,316.35 1,156.40 1,777.57 Construction Related: Killmer Electric Resident driveway credit GMH (street bid items only) as of 11/25/91 8,068.94 162.80 132,980.55 *Westwood invoices are split: 70% share to Campbell Neighborhood 90-20 30% share to Campbell Drive 90-23 Street construction portion of engineering = 73% = $37,460.94 E/JG05202A/4 - ~ PROJECT 90-23 campbell Drive . street Costs - Assessable Portion type of Work const. - GMH Engr - Westwood Engr - GME Consultants engr - Westwood (est. additional cost to close project) Engr - GME Consultants (est. additional cost to close project) *Contract Amount **71,080.00 10,530.00 Subtotal 81,610.00 Legal, Financial, Admin (6.8% of const.) 4,618.57 Total Improvement Cost 86,228.57 }(H; Resident Share Assessable ***60,360.00 I *Basis for assessment roll k*Includes $5,265.50 contingency (8%) k**Assessment roll amount adopted I~/ JGG ~2 02A/ 1 Actual Cost 63,425.69 11,403.94 1,000.38 450.00 350.00 76,630.01 4,312.95 80,942.96 56,660.07 .' PROJECT 90-23 campbell Drive Enqineerinq Related: Westwood Professional Services GME Consultants *19,006.56 1,000.38 Construction Related: GMH (Street bid items only) as of 11/25/91 63,425.69 *Westwood invoices are split: 70% share to Campbell Neighborhood 90-20 30% share to Campbell Drive 90-23 street construction portion of engineering = 60% = $11,403.94 E/JG05202A/2 Campbell Addition streets, City Project 90-20 Estimated Project Costs street Construction bid (GMH Asphalt Corp) 8% contingency $144,277.00 .' 11. 542 . 00 $155,819.00 Estimated construction cost Engineering: Design and construction phase - 16% of construction bid 23,084.00 Legal, financing, administration - 6.8% of total estimated construction Bonds 2.0% Engineer Admin. 2.5% Finance Admin. 1.8% Legal 0.5% 6.8% 9,989.43 Total Improvement $188,892.43 Costs to be Assessed: 70% Resident Share $132,224.70 Assessable footage = 3,832.6 feet Assessment rate = $132.224.70 = $34.50/front foot 3,832.6 storm Sewer Construction bid (GMH Asphalt Corp.) 8% Contingency $ 44,089.55 3,527.45 $ 47,617.00 7,054.33 $ 54,671.33 Estimated construction cost Design/construction Engineering - 16% of construction bid Total (100% City participation) sanitary Sewer & Water Estimated construction cost $ 8,679.00 694.00 $ 9,373.00 1.388.00 $ 10,761.00, Construction bid 8% contingency Design/construction Engineering - 16% of construction bid Total (100% city participation) Cities That Do Not Assess Improvement Projects Up-Front , 1. Apple Valley 2. Blaine 3. Bloomington - Except on a couple of very small street modification projects where they petitioned and waived rights to a hearing. 4. Brooklyn Center 5. Burnsville 6. Chanhassen 7. Columbia Beights 8. Coon Rapids - Haven't done it. Thinking of it for one state aid project. 9. Crystal 10. Eden Prairie 11. Edina 12. Fridley 13. Golden Valley 14. Plymouth Cities That Have Assessed Improvement Projects Up-Front 1. Andover 2. Brooklyn Park 3. Champlin 4. Maplewood 5. Minnetonka 6. Minnetrista 70 Richfield