Loading...
HomeMy WebLinkAboutCOUNCIL - AGENDA ITEM - 06/14/2011 - 2011 FEE STUDY RECOMMENDATIONSDATE: June 14, 2011 STAFF: Ann Turnquist Steve Dush Pre-taped staff presentation: available at fcgov.com/clerk/agendas.php WORK SESSION ITEM FORT COLLINS CITY COUNCIL SUBJECT FOR DISCUSSION 2011 Fee Study Recommendations. EXECUTIVE SUMMARY On March 22, 2011, the Council Finance Committee and staff met to discuss a proposed change to the City’s cost recovery philosophy for Building Permit and Plan Check Fees and an increase to these fees. The Committee reviewed the detailed proposal and directed staff to bring the proposal to the full Council for review at a work session. This change of philosophy would move from a goal of collecting 80% of the cost of the Development Review Center through fees, toward recovering 100% of the cost of fee-related services. This approach would result in an increase of 0.5% to 6.5% in Building Permit and Plan Check fees, and yield an additional $714,098 in fee revenue to support the Development Review Center. GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED 1. Staff proposes changing the method used to calculate the portion of Development Review Center costs which should be recovered through Plan Check and Building Permit Fees. Does Council have questions or concerns regarding the proposed approach? 2. Staff discussed adjustments to Plan Check and Building Permit fees with the Finance Committee approximately 2 years ago, but the Committee concluded that the timing was inappropriate. Does the Council believe that the timing is more appropriate for implementation in January 2012? BACKGROUND / DISCUSSION For many years, the City had a Land Use Code policy to recover 80% of the costs of development through the collection of fees on development. Though this official policy was eliminated in the adoption of a more recent Land Use Code, the organization has continued to operate with the expectation that it should recover a similar percentage of these development-related costs. In 2008, staff examined the City’s cost recovery performance and found that less than half of the cost of the Development Review Center is recovered through fees. A combination of a lower number of permits and development applications and a number of years without fee increases led to a lower cost recovery. Adjustments to Building Permit and Plan Check fees were discussed with the Council June 14, 2011 Page 2 Finance Committee at that time, but staff received direction to postpone any increases until the economic situation in the community improved. In 2010, Red Oak Consulting was engaged to review the City’s fee methodology and structure and to compare Fort Collins’ practices to those of other communities. Following the completion of that study in July 2010, staff began to address the issues that were identified in two phases: Phase 1: Development Review Center fees: August 2010 – April 2011 This study phase has been completed by staff and includes analysis of the cost recovery model for the Development Review Center. Phase 2: Capital Expansion and Impact Fees: June 2011 – October 2011 This portion of the study will begin in June and examine the City’s Capital Expansion fees in detail to re-evaluate their effectiveness in ensuring that new development pays its fair share of capital and infrastructure needed to serve new residents and businesses. Staff plans to complete this analysis prior to the next budget cycle. This report represents a summary of the work on Phase 1 of the project. ATTACHMENTS 1. 2011 Fee Study—Phase I: Building Permit and Plan Check Fees, City of Fort Collins, June 6, 2011 2011 Fee Study—Phase I: Building Permit and Plan Check Fees City of Fort Collins June 6, 2011 Executive Summary City Council directed staff to examine the various fees which are charged for development related services and which support the operation of the City’s Development Review Center. This report summarizes the findings of this analysis and recommends that City Council consider increasing the City’s Building Permit and Plan Check fees to more effectively cover the costs of these services. In addition, the report recommends a change in philosophy from the City’s past goal of recovering 80% of the total cost of the Development Review Center operations toward a goal of recovering 100% of the development related costs of the Center. Background For many years, the City had a Land Use Code policy to recover 80% of the costs of development through the collection of fees on development. Though this official policy was eliminated in the adoption of the Land Use Code in 1997, the organization has continued to operate with the expectation that it should recover a similar percentage of these development- related costs. In 2008, staff examined our cost recovery performance and found that we were recovering less than half of the cost of the Development Review Center budget offer through fees. In 2010, this recovery amount increased to slightly over half, but remains below the 80% target. A combination of a lower number of permits and development applications and a number of years without fee increases led to a lower cost recovery. The economic decline resulting in reduced development activity was a factor leading staff to reduce 7.2 FTE and a total expense reduction of over $800,000 during the 2010 Budgeting for Outcomes (BFO) process. These reductions helped bring the Center’s costs more in line with revenues, but still indicated a gap in cost recovery. Adjustments to fees were discussed with the Council Finance Committee in 2008, but staff received direction to postpone any increases until the economic situation in the community improved. In 2010, Red Oak Consulting was engaged to review the City’s fee methodology and structure and to compare Fort Collins’ practices to those of other communities. Following the completion of that study in July 2010, staff began to address the issues that were identified in two phases: Phase 1: Development Review Center fees: August 2010 – April 2011 Phase 2: Capital Expansion and Impact Fees: June 2011 – October 2011 This report represents a summary of the work on Phase 1 of the project. Attachment 1 2011 Fee Study Phase 1: Building Permit and Plan Check Fees Page 2 Approach Staff has conducted a detailed analysis of the costs associated with the Development Review Center. Staff particularly examined whether each specific activity should have a fee charged to pay for those costs. For example, some activities such as plan checks, inspections, issuance of building permits, development review, etc. are clearly activities which can be assigned to a specific builder or developer who is conducting development activity in the community. Other activities, such as Conceptual Review, questions at the Development Review Center counter about zoning, development review for other entities like Larimer County, work on special projects, or the many other types of questions or services provided do not readily lend themselves to charging a fee. By conducting this analysis, staff postulates that some of the costs of the Development Review Center should be categorized as Fee Related Expenses and others as Non-fee Related Expenses. The Fee Related Expenses include a portion of staff time in the Development Review Center, direct expenses of providing services, and support or overhead costs for those services (e.g. computer systems, fuel, vehicles, and equipment). Non-fee Related Expenses include the remaining portion of staff time in the Development Review Center, and shares of the support or overhead costs that support services not directly tied to development. Staff’s analysis resulted in the following costs: Development Review Center Expenses and Revenue, 2011 (projected) Expenses 2011 Fee related Expenses $2,292,664 Non-fee related services/activity expenses $1,065,333 Total Cost, Development Review Center and associated costs $3,357,997 Revenue 2011 Current Fee Revenue $1,450,566 Current General Revenue (G.F., Transp. Fund, etc.) $1,001,948 Other Revenue (related offers) $ 41,385 DTS Revenue $ 150,000 Total Current Revenue (all sources) $2,643,899 Expenses less Revenue <Shortfall> <$714,098> By separating Fee Related Services from Non-fee Related Services, we can more clearly determine the amount of revenue which should be generated by development related fees. Staff has built into its analysis an assumption that development and construction should pay 100% of the cost for those services which are tied directly to new construction, while general and other revenues should cover remaining costs. With a Fee Related Service Revenue target of $2,292,664 in 2011, current revenues fall short of paying 100% of the cost by $714,098. A conceptual explanation of this philosophy is illustrated in Figure 1. 2011 Fee Study Phase 1: Building Permit and Plan Check Fees Page 3 Current: 80% of Total Cost of Development Review Center Proposed: 100% of Fee-related Service Expenses Total Cost of Development Review Center $3.358 Million Current Revenue Gap to 80% Goal General Fund Portion 80% Goal Current Actual Cost Recovery (53%) Current Revenue Gap ($714,098) Non-fee Related Service Expenses 100% Revenue goal = $2.3 Million Cost Recovery Approach Change Proposed June 2011 Figure 1. Cost recovery proposal Plan Check and Building Permit Fee Recommendation Staff recommends that the fee tables for Plan Check and Building Permits be adjusted so that they recover 100% of the cost of Fee Related Services. To accomplish this, staff developed a new fee table to maintain appropriate relationships between the costs of various permits and activities (plan check, inspection, building permit, etc.) while generating additional revenue. The fee table, which is tied to valuations of various projects and the relative cost of providing each service becomes the formula for calculating the fee for each customer. A 2011 City of Fort Collins Fee Table will replace the 1982 UBC Fee Table which has been in use by the Development Review Center for many years. Though the valuations used with the 1982 UBC Table have increased as the local market has changed, the base fee in the table has not changed since its adoption. This proposal would result in changes to the base fee in the table, driving all other fees up to more closely match the actual cost of providing those services. Impact The impact of these fee changes for Plan Check and Building Permit services will vary from 0.5% to 6.5%, depending on the valuation of the project. Examples of the impact of these changes are included in Attachments 1A and 1B, including five sample projects which have received a permit from the City in the recent past. A typical single family residence (2000 square feet), a small industrial warehouse, a small commercial office, a retail building and a mixed-use building are all included to show the variation in impact on different types and valuations of construction. See summary, Figure 2. 2011 Fee Study Phase 1: Building Permit and Plan Check Fees Page 4 The largest percentage impact is on the single family residence with a 6.53% increase over current fees. This reflects the valuation of $214,000. As the valuations increase over other properties, the percentage increases are smaller because they reflect the assumption in the Fee Table that, while the cost of providing Plan Check and Building Permit services are greater for a larger, more complex building, they do not go up at a steady rate. A cost curve built into the formulas reflects the reduced cost per dollar of value for more expensive buildings. An example might be that a $200,000 house would cost $18,000 in permit fees, but a more expensive commercial office ($1,300,000) doesn’t cost 7 times as much in development related costs. It still only has one permit issued, one plan checked (though more complex), a few bathrooms and electrical systems to inspect, and other similar services. Similarly, a more expensive house might have a more expensive finish (granite countertops rather than laminate, cherry woodwork rather than painted pine, etc.) but that increased valuation doesn’t necessarily translate to higher permitting or inspection costs. This formula configuration is common to most jurisdictions which issue building permits and represents an industry standard. Staff believes that this approach to adjusting the fee table allows the City to match revenues and expenses more closely, while not recovering fees for services which are not closely tied to a development or building activity. The proposed increases are modest, and closely tied to the cost of providing the services. The balance of the cost of the Development Review Center continues to be paid through General Government revenues, reflecting the “community good” aspects of the services provided. In addition to analyzing the impact of the proposed fee increase on sample projects, staff has compared Fort Collins’ fees to those of neighboring communities to evaluate the relative cost of fees. 2010 and 2011 studies conducted by the City and Red Oak Consulting gathered data Impact on Sample Permits $5,308.10 $5,044.63 $4,971.94 $3,436.49 $1,154.00 $ Change Mixed-Use $948,629.13 $953,937.23 0.56% Retail $263,469.32 $268,513.95 1.91% Commercial Office $123,878.89 $128,850.83 4.01% $79,420.73 $82,857.22 4.33% Industrial Warehouse $17,679.90 $18,833.90 6.53% Single Family Residence % Change 100% Services Recoup 2011 Permit Type Current Figure 2. Impact of proposal on sample permits 2011 Fee Study Phase 1: Building Permit and Plan Check Fees Page 5 comparing development fee related costs, both for Building Permit and Plan Check Fees and Capital Expansion Fees. In both cases, Fort Collins is near or below the median of comparable communities in fees charged. With this data in mind, staff does not believe that the proposed fee adjustments will significantly effect Fort Collins’ position relative to the local market for new development costs. (See Figures 3 and 4). Figure 3. Permit and Plan Check Fee Comparison (Single Family Residence - 2,500 square feet with valuation of $300,000) $1,866.00 $2,725.81 $2,747.88 $2,770.91 $3,190.00 $3,487.69 $3,487.69 $3,645.83 $3,752.19 $3,802.15 $4,510.00 $2,853.56 $0 $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 $4,000 $4,500 $5,000 Fort Collins-Current Windsor Johnstown Larimer County Greeley-Zone 3 Fort Collins-Proposed Broomfield Loveland Longmont Timnath Boulder Louisville Jurisdictions Amount Permit & Plan Check Note: Permit and Plan Check fee estimates from current 2011 fee information checks. 2011 Fee Study Phase 1: Building Permit and Plan Check Fees Page 6 Figure 4. Permit Fee Regional Comparison Includes: Permit, Plan Check, Sales & Use Tax, Non-Utility and Utility Capital Expansion Fees (Single Family Residence - 2,500 square feet with valuation of $300,000) $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 $45,000 $50,000 Larimer County Greeley-Zone 3 Johnstown-Redstone Hills Longmont Johnstown-Riverbend Fort Collins-Current Timnath-Fairview Village Fort Collins-Proposed Windsor Timnath-Harmony Club Loveland Boulder Louisville Broomfield Jurisdictions Amount Permit & Plan Check City/Cty Sales Tax Non-Utility Cap. Exp Utility Cap. Exp. Note: Utility and Non-Utility Capital Expansion Fee Estimates from Red Oak study (Fort Collins information updated in accordance with current fee schedules); Permit and Plan Check fee estimates from current 2011 fee information checks. Other Recommendations The timing of charges for the Transportation Development Review Fees (TDRF) is an additional issue that staff believes should be addressed at the same time fee increases are implemented. Currently, virtually all of the TDRFs are charged early in the Development Review process. These fees can be substantial, and have created financing problems for some developers working through the process. Staff proposes that the Planning Development Review Fee and the TDRF be combined in the fee tables, with 30% of the fee charged at application (early in the process) and 70% of the fee charged at the time of the project’s public hearing. This should alleviate the impact of the timing of the TDRF for developers, but it may cause the City some cash flow issues initially because most of the fees will be delayed until much later in the development cycle. Further analysis of current year projections will be required to identify potential delayed revenue. Outreach Summary Since the Council Finance Committee met in March 2010, Staff has begun outreach with affected interests to review the proposed change and gather feedback and questions about the proposal. Each of the Boards which learned about the proposal asked questions that have shaped the detail included in the Work Session materials, and plan to provide Council with written feedback if the proposal moves forward from Work Session to First Reading. Boards contacted to date have included: • Affordable Housing Board 2011 Fee Study Phase 1: Building Permit and Plan Check Fees Page 7 • Board of Realtors • Chamber of Commerce Local Legislative Affairs Committee • City Building Review Board Staff also plans to do additional community outreach regarding the proposal during the coming weeks, if Council directs staff to bring this issue back for implementation. ATTACHMENTS: 1A. 2011 Fee Study Summary--Impact on Sample Permits 1B. Impact of Fee Increase, All Fees Summary Graphics Attachment 1A Extra Revenue Generated by Sample Permits $768,541 $975,098 Permit Type 2011 Current 100% Services Recoup $750K Target % Change 94 UBC Fee Table Unmodified % Change Single Family Residence $17,679.90 $18,833.90 6.53% $19,178.89 8.48% Industrial Warehouse $79,420.73 $82,857.22 4.33% $83,647.22 5.32% Commercial Office $123,878.89 $128,850.83 4.01% $128,997.46 4.13% Retail $263,469.32 $268,513.95 1.91% $268,615.92 1.95% Mixed-Use $948,629.13 $953,937.23 0.56% $957,579.31 0.94% Approx. 85.53% increase in plan check and permit revenues if we implement the unaltered 94 UBC fee table calcs + base permit fee of $25 Note: The above presumes that the permits collected for the year being analyzed equal (in valuation) the subset of permits tested here (2009/2010). Permits less in valuation would result in less revenues than shown. Permits greater in valuation would result in more. 2011 Fee Study Summary--Impact on Sample Permits Implementation Options: Approx. 67.41% increase in plan check and permit revenues if we implement the $750K target + base permit fee of $25. Attachment 1A--Page 1 2011: Current Fees $20.25 Base 100% Recoup for Fee Services $25.00 Base 94 UBC Table (Unmodified) $25.00 Base Plan Check Fee $468.33 $843.38 $955.50 Permit Fee $972.68 $1,751.63 $1,984.50 Sales/Use Tax (City and County) $4,984.89 $4,984.89 $4,984.89 Capital Expansion $9,099.00 $9,099.00 $9,099.00 Utilities $2,155.00 $2,155.00 $2,155.00 Total: $17,679.90 $18,833.90 $19,178.89 Total $ Difference: $1,154.00 $1,498.99 from 2008 #s from 2011 current from 2011 current % Difference: 6.53% 8.48% % change-2011 crt % change-2011 crnt CIEs Comm Park $1,889.00 $1,889.00 $1,889.00 Neigh Park $1,695.00 $1,695.00 $1,695.00 Fire $203.00 $203.00 $203.00 Ggov $257.00 $257.00 $257.00 Police $140.00 $140.00 $140.00 Library $0.00 $0.00 $0.00 S/O - City $2,842.00 $2,842.00 $2,842.00 S/O - County $273.00 $273.00 $273.00 School $1,800.00 $1,800.00 $1,800.00 $9,099.00 $9,099.00 $9,099.00 Utilities Elec: City Sales Tax $1.70 $1.70 $1.70 Elec: Comm. Rev. $44.19 $44.19 $44.19 Elec: PILOTS $2.64 $2.64 $2.64 Elec: Sec Service $813.00 $813.00 $813.00 Elec: Temp Pedestal $152.61 $152.61 $152.61 S/W Dev Rev $148.21 $148.21 $148.21 S/W PIF $992.65 $992.65 $992.65 $2,155.00 $2,155.00 $2,155.00 Single-Family Detached Residence Valuation: $214,403.80; Square Feet - 2,068; DUs: 1 (Changed from original permit used in 2008 -- Adj valuation and sq. ft. accordingly for 2008 #s) 2011 Fee Study Page 2 2011: Current Fees $20.25 Base 100% Recoup for Fee Services $25.00 Base 94 UBC Table (Unmodified) $25.00 Base Plan Check Fee $2,231.46 $3,708.25 $3,757.00 Permit Fee $4,854.60 $8,349.75 $8,447.63 Sales/Use Tax (City and County) $30,225.00 $30,225.00 $30,225.00 Capital Expansion $59,287.11 $59,287.11 $59,287.11 Utilities $27,280.72 $27,280.72 $27,280.72 Total: $123,878.89 $128,850.83 $128,997.46 Total $ Difference: $4,971.94 $5,118.57 from 2008 #s from 2011 current from 2011 current % Difference: 4.01% 4.13% % change-2011 crnt % change-2011 crnt CIEs Comm Park $0.00 $0.00 $0.00 Neigh Park $0.00 $0.00 $0.00 Fire $2,838.14 $2,838.14 $2,838.14 Ggov $3,178.20 $3,178.20 $3,178.20 Police $1,974.93 $1,974.93 $1,974.93 Library $0.00 $0.00 $0.00 S/O - City $43,945.44 $43,945.44 $43,945.44 S/O - County $7,350.40 $7,350.40 $7,350.40 School $0.00 $0.00 $0.00 $59,287.11 $59,287.11 $59,287.11 Utilities Elec: City Sales Tax $0.00 $0.00 $0.00 Elec: Comm. Rev. $0.00 $0.00 $0.00 Elec: PILOTS $0.00 $0.00 $0.00 Elec: Sec Service $0.00 $0.00 $0.00 Elec: Temp Pedestal $0.00 $0.00 $0.00 Sewer Dev Rev $128.00 $128.00 $128.00 Sewer PIF $7,100.00 $7,100.00 $7,100.00 S/W Dev Rev $749.13 $749.13 $749.13 S/W PIF $5,626.34 $5,626.34 $5,626.34 Construction Water $17.22 $17.22 $17.22 Water 6% PILOT Fees $1.03 $1.03 $1.03 Water Dev Rev $128.00 $128.00 $128.00 Water Meter $151.00 $151.00 $151.00 Water (Raw) $5,850.00 $5,850.00 $5,850.00 Water PIF $7,530.00 $7,530.00 $7,530.00 $27,280.72 $27,280.72 $27,280.72 Note: Electric fees were not charged on permit - was billed separately. So, not included here. Commercial Office Valuation: $1,300,000; Square Feet - 13,079; DUs: 0 (F&F Valuation - $60,000) 2011 Fee Study Page 3 2011: Current Fees $20.25 Base 100% Recoup for Fee Services $25.00 Base 94 UBC Table (Unmodified) $25.00 Base Plan Check Fee $1,573.33 $2,690.19 $2,946.94 Permit Fee $3,267.68 $5,587.31 $6,120.56 Sales/Use Tax (City and County) $20,808.75 $20,808.75 $20,808.75 Capital Expansion $27,512.00 $27,512.00 $27,512.00 Utilities $26,258.97 $26,258.97 $26,258.97 Total: $79,420.73 $82,857.22 $83,647.22 Total $ Difference: $3,436.49 $4,226.49 from 2008 #s from 2011 current from 2011 current % Difference: 4.33% 5.32% % change-2011 crnt % change-2011 crnt CIEs Comm Park $0.00 $0.00 $0.00 Neigh Park $0.00 $0.00 $0.00 Fire $1,140.00 $1,140.00 $1,140.00 Ggov $1,273.00 $1,273.00 $1,273.00 Police $779.00 $779.00 $779.00 Library $0.00 $0.00 $0.00 S/O - City $21,280.00 $21,280.00 $21,280.00 S/O - County $3,040.00 $3,040.00 $3,040.00 School $0.00 $0.00 $0.00 $27,512.00 $27,512.00 $27,512.00 Utilities Elec: City Sales Tax $0.00 $0.00 $0.00 Elec: Comm. Rev. $0.00 $0.00 $0.00 Elec: PILOTS $0.00 $0.00 $0.00 Elec: Sec Service $0.00 $0.00 $0.00 Elec: Temp Pedestal $0.00 $0.00 $0.00 Sewer Dev Rev $128.00 $128.00 $128.00 Sewer PIF $7,100.00 $7,100.00 $7,100.00 S/W Dev Rev $1,921.75 $1,921.75 $1,921.75 S/W PIF $3,431.97 $3,431.97 $3,431.97 Construction Water $17.22 $17.22 $17.22 Water 6% PILOT Fees $1.03 $1.03 $1.03 Water Dev Rev $128.00 $128.00 $128.00 Water Meter $151.00 $151.00 $151.00 Water (Raw) $5,850.00 $5,850.00 $5,850.00 Water PIF $7,530.00 $7,530.00 $7,530.00 $26,258.97 $26,258.97 $26,258.97 Note: Electric fees were not charged on permit - was billed separately. So, not included here. Warehouse - Industrial Valuation: $895,000; Square Feet - 19,000; DUs: 0 2011 Fee Study Page 4 2011: Current Fees $20.25 Base 100% Recoup for Fee Services $25.00 Base 94 UBC Table (Unmodified) $25.00 Base Plan Check Fee $1,909.70 $3,386.50 $3,403.08 Permit Fee $4,216.73 $7,819.88 $7,905.27 Sales/Use Tax (City and County) $25,610.32 $25,575.00 $25,575.00 Capital Expansion $97,083.13 $97,083.13 $97,083.13 Utilities $134,649.44 $134,649.44 $134,649.44 Total: $263,469.32 $268,513.95 $268,615.92 Total $ Difference: $5,044.63 $5,146.60 from 2008 #s from 2011 current from 2011 current % Difference: 1.91% 1.95% % change-2011 crnt % change-2011 crnt CIEs Comm Park $0.00 $0.00 $0.00 Neigh Park $0.00 $0.00 $0.00 Fire $3,128.92 $3,128.92 $3,128.92 Ggov $3,503.82 $3,503.82 $3,503.82 Police $2,177.27 $2,177.27 $2,177.27 Library $0.00 $0.00 $0.00 S/O - City $80,169.64 $80,169.64 $80,169.64 S/O - County $8,103.48 $8,103.48 $8,103.48 School $0.00 $0.00 $0.00 $97,083.13 $97,083.13 $97,083.13 Utilities Elec: City Sales Tax $0.00 $0.00 $0.00 Elec: Comm. Rev. $0.00 $0.00 $0.00 Elec: PILOTS $0.00 $0.00 $0.00 Elec: Sec Service $0.00 $0.00 $0.00 Elec: Temp Pedestal $0.00 $0.00 $0.00 Sewer Dev Rev $658.00 $658.00 $658.00 Sewer PIF $31,490.00 $31,490.00 $31,490.00 S/W Dev Rev $2,151.49 $2,151.49 $2,151.49 S/W PIF $14,960.46 $14,960.46 $14,960.46 Construction Water $130.65 $130.65 $130.65 Water 6% PILOT Fees $7.84 $7.84 $7.84 Water Dev Rev $658.00 $658.00 $658.00 Water Meter $293.00 $293.00 $293.00 Water (Raw) $39,000.00 $39,000.00 $39,000.00 Water PIF $45,300.00 $45,300.00 $45,300.00 $134,649.44 $134,649.44 $134,649.44 Note: Electric fees were not charged on permit - was billed separately. So, not included here. Retail Building Valuation: $1,101,519; Square Feet - 14,419; DUs: 0 (F&F Valuation - $99,137) 2011 Fee Study Page 5 2011: Current Fees $20.25 Base 100% Recoup for Fee Services $25.00 Base 94 UBC Table (Unmodified) $25.00 Base Plan Check Fee $13,118.95 $14,595.75 $15,733.25 Permit Fee $27,497.48 $31,328.78 $33,833.36 Sales/Use Tax (City and County) $186,000.00 $186,000.00 $186,000.00 Capital Expansion $365,400.72 $365,400.72 $365,400.72 Utilities $356,611.98 $356,611.98 $356,611.98 Total: $948,629.13 $953,937.23 $957,579.31 Total $ Difference: $5,308.10 $8,950.18 from 2011 current from 2011 current % Difference: 0.56% 0.94% % change-2011 crnt % change-2011 crnt CIEs Comm Park $85,278.00 $85,278.00 $85,278.00 Neigh Park $76,494.00 $76,494.00 $76,494.00 Fire (Com) $2,036.11 $2,036.11 $2,036.11 Fire (Res) $9,211.00 $9,211.00 $9,211.00 Ggov (Com) $2,280.07 $2,280.07 $2,280.07 Ggov (Res) $11,590.00 $11,590.00 $11,590.00 Police (Com) $1,416.83 $1,416.83 $1,416.83 Police (Res) $6,283.00 $6,283.00 $6,283.00 Library $0.00 $0.00 $0.00 S/O - City $99,353.46 $99,353.46 $99,353.46 S/O - County $16,558.25 $16,558.25 $16,558.25 School $54,900.00 $54,900.00 $54,900.00 $365,400.72 $365,400.72 $365,400.72 Utilities Elec: City Sales Tax $0.00 $0.00 $0.00 Elec: Comm. Rev. $0.00 $0.00 $0.00 Elec: PILOTS $0.00 $0.00 $0.00 Elec: Sec Service $0.00 $0.00 $0.00 Elec: Temp Pedestal $0.00 $0.00 $0.00 Sewer Dev Rev $2,879.00 $2,879.00 $2,879.00 Sewer PIF $156,767.00 $156,767.00 $156,767.00 S/W Dev Rev $1,200.53 $1,200.53 $1,200.53 S/W PIF $7,486.60 $7,486.60 $7,486.60 Construction Water $400.70 $400.70 $400.70 Water 6% PILOT Fees $24.04 $24.04 $24.04 Water Dev Rev $2,879.00 $2,879.00 $2,879.00 Water Meter $372.76 $372.76 $372.76 Water (Raw) $144,669.07 $144,669.07 $144,669.07 Water PIF $39,933.28 $39,933.28 $39,933.28 $356,611.98 $356,611.98 $356,611.98 Note: Electric fees were not charged on permit - was billed separately. So, not included here. Mixed-Use Building Valuation: $8,000,000; Square Feet - Square Feet 47,696 (Residential) & 9,383 (Commercial); DUs: 61 (F&F Valuation - $203,342) 2011 Fee Study Page 6 1 Impact of Fee Increase on Sample Permits June 2011 Attachment 1B 2 2011 Fee Study: Single-Family $17,679.90 $18,833.90 $19,178.89 Single-Family Detached Residence (Value: $214K; Sq. Ft.: 2,068; DUs: 1) 12% 12% 12% 51% 48% 47% 28% 27% 26% 6% 9% 10% 3% 4% 5% $0.00 $3,000.00 $6,000.00 $9,000.00 $12,000.00 $15,000.00 $18,000.00 $21,000.00 2011: Current Fees $20.25 Base 100% Recoup for Fee Services $25.00 Base 94 UBC Table (Unmodified) $25.00 Base Options Amounts Utilities Capital Expansion Sales/Use Tax (City and County) Permit Fee Plan Check Fee Attachment 1B 3 2011 Fee Study: Commercial Office Commercial Office (Value: $1.3M; Sq. Ft.: 13,079; DUs: 0) 22% 22% 21% 47% 46% 46% 25% 23% 23% 4% 6% 7% 2% 3% 3% $0.00 $20,000.00 $40,000.00 $60,000.00 $80,000.00 $100,000.00 $120,000.00 $140,000.00 2011: Current Fees $20.25 Base 100% Recoup for Fee Services $25.00 Base 94 UBC Table (Unmodified) $25.00 Base Options Amounts Utilities Capital Expansion Sales/Use Tax (City and County) Permit Fee Plan Check Fee $123,878.89 $128,850.83 $128,997.46 4 2011 Fee Study: Warehouse $79,429.73 $82,857.22 $83,647.22 Warehouse (Value: $895K; Sq. Ft.: 19,000; DUs: 0) 33% 32% 31% 35% 33% 33% 26% 25% 25% 4% 7% 7% 2% 3% 4% $0.00 $15,000.00 $30,000.00 $45,000.00 $60,000.00 $75,000.00 $90,000.00 $105,000.00 2011: Current Fees $20.25 Base 100% Recoup for Fee Services $25.00 Base 94 UBC Table (Unmodified) $25.00 Base Options Amounts Utilities Capital Expansion Sales/Use Tax (City and County) Permit Fee Plan Check Fee 5 2011 Fee Study: Retail Retail (Value: $1.1M; Sq. Ft.: 14,419; DUs: 0) 50% 50% 50% 37% 36% 36% 10% 10% 10% 1% 1% 1% 2% 3% 3% $0.00 $40,000.00 $80,000.00 $120,000.00 $160,000.00 $200,000.00 $240,000.00 $280,000.00 2011: Current Fees $20.25 Base 100% Recoup for Fee Services $25.00 Base 94 UBC Table (Unmodified) $25.00 Base Options Amounts Utilities Capital Expansion Sales/Use Tax (City and County) Permit Fee Plan Check Fee $263,469.32 $268,513.95 $268,615.92 6 2011 Fee Study: Mixed-Use $948,629.13 $953,937.23 $957,579.31 Mixed-Use (Value: $8M; Sq. Ft.: 47,696-Res/9,383-Comm; DUs: 61) 37% 37% 37% 39% 39% 38% 20% 19% 19% 3% 3% 4% 1% 2% 2% $0.00 $150,000.00 $300,000.00 $450,000.00 $600,000.00 $750,000.00 $900,000.00 $1,050,000.00 2011: Current Fees $20.25 Base 100% Recoup for Fee Services $25.00 Base 94 UBC Table (Unmodified) $25.00 Base Options Amounts Utilities Capital Expansion Sales/Use Tax (City and County) Permit Fee Plan Check Fee 1 1 2011 Fee Study Recommendations June 14, 2011 2 Questions • Does Council agree with the proposed change in the cost recovery method for Plan Check and Building Permit Fees? • Does the Council believe that the timing is appropriate for implementation in January 2012? ATTACHMENT 2 2 3 Issue: Building Permit and Plan Check Fees • Building Permit and Plan Check Fee Formula has not changed since 1982 (1982 UBC) • City Council Finance Committee reviewed updates to the fees in 2009—Deferred action because of economic conditions • Staff reviewed proposed changes with Finance Committee in March 4 Proposal • Change the method used to calculate the portion of Development Review Center costs which should be recovered through Plan Check and Building Permit Fees. • Update fees to cover Development Review Center Costs 3 5 Shift of Philosophy • Current: recover 80% of total cost of Development Review Center Costs by fees • Proposed: Cover 100% of cost of Fee-related Services 6 Total Cost, Development $3,357,997 Review Center and associated costs Non-fee services/activity $1,065,333 expenses Fee related Expenses $2,292,664 Expenses 2011 Expenses less Revenue <$714,098> <Shortfall> Total Current Revenue $2,643,899 DTS Revenue $ 150,000 Other Revenue (related $ 41,385 offers) Current General $1,001,948 Revenue Current Fee Revenue $1,450,566 Revenue 2011 Revenue v. Expenses 4 7 Developing the Fee Table 8 Figure 3. Permit and Plan Check Fee Comparison (Single Family Residence - 2,500 square feet with valuation of $300,000) $1,866.00 $2,725.81 $2,747.88 $2,770.91 $3,487.69 $3,487.69 $3,645.83 $3,752.19 $3,802.15 $4,510.00 $3,190.00 $2,853.56 $0 $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 $4,000 $4,500 $5,000 Fort Collins-Current Windsor Johnstown Larimer County Greeley-Zone 3 Fort Collins-Proposed Broomfield Loveland Longmont Timnath Boulder Louisville Jurisdictions Amount Note: Permit and Plan Check fee estimates from current 2011 fee information checks. 5 9 Permit Fee Comparison Includes: Permit, Plan Check, Sales & Use Tax, Non-Utility and Utility Capital Expansion Fees (Single Family Residence - 2,500 square feet with valuation of $300,000) $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 $45,000 $50,000 Larimer County Greeley-Zone 3 Johnstown-Redstone Hills Longmont Johnstown-Riverbend Fort Collins-Current Timnath-Fairview Village Fort Collins-Proposed Windsor Timnath-Harmony Club Loveland Boulder Louisville Broomfield Jurisdictions Amount Permit & Plan Check City/Cty Sales Tax Non-Utility Cap. Exp Utility Cap. Exp. Note: Utility and Non-Utility Capital Expansion Fee Estimates from Red Oak study (Fort Collins information updated in accordance with current fee schedules); Permit and Plan Check fee estimates from current 2011 fee information checks. 10 Impact on Sample Permits Mixed-Use $948,629.13 $953,937.23 0.56% Retail $263,469.32 $268,513.95 1.91% $123,878.89 $128,850.83 4.01% Commercial Office $79,420.73 $82,857.22 4.33% Industrial Warehouse $17,679.90 $18,833.90 6.53% Single Family Residence % Change 100% Services Recoup 2011 Permit Type Current 6 11 2011 Fee Study: Single-Single -Family $17,679.90 $18,833.90 $19,178.89 Single-Family Detached Residence (Value: $214K; Sq. Ft.: 2,068; DUs: 1) 12% 12% 12% 51% 48% 47% 28% 27% 26% 6% 9% 10% 3% 4% 5% $0.00 $3,000.00 $6,000.00 $9,000.00 $12,000.00 $15,000.00 $18,000.00 $21,000.00 2011: Current Fees $20.25 Base 100% Recoup for Fee Services $25.00 Base 94 UBC Table (Unmodified) $25.00 Base Options Amounts Utilities Capital Expansion Sales/Use Tax (City and County) Permit Fee Plan Check Fee