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HomeMy WebLinkAboutCOUNCIL - COMPLETE AGENDA - 05/10/2016 - COMPLETE AGENDACity of Fort Collins Page 1 u r b a n r e n e w a l a u t h o r i t y Wade Troxell, Chairperson City Council Chambers Gerry Horak, Vice-Chairperson City Hall West Bob Overbeck 300 LaPorte Avenue Ray Martinez Fort Collins, Colorado Gino Campana Kristin Stephens Ross Cunniff Cablecast on City Cable Channel 14 and Channel 881 on the Comcast cable system Carrie Daggett Darin Atteberry Wanda Winkelmann City Attorney Executive Director Secretary The City of Fort Collins will make reasonable accommodations for access to City services, programs, and activities and will make special communication arrangements for persons with disabilities. Please call 221-6515 (V/TDD: Dial 711 for Relay Colorado) for assistance. URBAN RENEWAL AUTHORITY BOARD FORMAL MEETING May 10, 2016 6:00 PM  CALL MEETING TO ORDER  ROLL CALL  AGENDA REVIEW  Executive Director’s Review of Agenda.  CITIZEN PARTICIPATION Individuals who wish to make comments regarding items remaining on the Consent Calendar or wish to address the Board on items not specifically scheduled on the agenda must first be recognized by the Chairperson or Vice Chair. Before speaking, please sign in at the table in the back of the room. The timer will buzz once when there are 30 seconds left and the light will turn yellow. The timer will buzz again at the end of the speaker’s time. Each speaker is allowed 5 minutes. If there are more than 6 individuals who wish to speak, the Chairperson may reduce the time allowed for each individual.  State your name and address for the record.  Applause, outbursts or other demonstrations by the audience are not allowed  Keep comments brief; if available, provide a written copy of statement to Secretary  Address your comments to Council, not the audience City of Fort Collins Page 2  CITIZEN PARTICIPATION FOLLOW-UP  STAFF REPORTS  COMMISSIONER REPORTS Discussion Items The method of debate for discussion items is as follows: ● Chairperson introduces the item number and subject; asks if formal presentation will be made by staff ● Staff and/or Applicant presentation (optional) ● Chairperson requests citizen comment on the item (five-minute limit for each citizen) ● Board questions of staff on the item ● Board motion on the item ● Board discussion ● Final Board comments ● Board vote on the item Note: Time limits for individual agenda items may be revised, at the discretion of the Chairperson, to ensure all citizens have an opportunity to speak. Please sign in at the table in the back of the room. The timer will buzz when there are 30 seconds left and the light will turn yellow. It will buzz again at the end of the speaker’s time. 1. Consideration and Approval of the December 15, 2015 Urban Renewal Authority Meeting. The purpose of this item is to approve the minutes from the December 15, 2015 Urban Renewal Authority meeting. 2. Resolution No. 080 Appropriating Prior Year Reserves in the URA-Prospect South Tax Increment District for Payment to Capstone Development Corporation. (staff: Josh Birks, Patrick Rowe; 5 minute staff presentation; 10 minute discussion) The purpose of this item is to consider the appropriation of $598,281 in prior year reserves in the Prospect South URA Fund to reimburse the Capstone development project (now known as “The Summit on College”) for completed eligible improvements as required by the Capstone Redevelopment Agreement.  OTHER BUSINESS  ADJOURNMENT Agenda Item 1 Item # 1 Page 1 AGENDA ITEM SUMMARY May 10, 2016 Urban Renewal Authority Board STAFF Wanda Winkelmann, City Clerk SUBJECT Consideration and Approval of the December 15, 2015 Urban Renewal Authority Meeting. EXECUTIVE SUMMARY The purpose of this item is to approve the minutes from the December 15, 2015 Urban Renewal Authority meeting. ATTACHMENTS 1. December 15, 2015 (PDF) 1 Packet Pg. 3 City of Fort Collins Page 310 URBAN RENEWAL AUTHORITY BOARD December 15, 2015 6:50 PM  ROLL CALL PRESENT: Overbeck, Campana, Troxell, Cunniff, Horak, Martinez, Stephens Staff Present: Atteberry, Daggett, Winkelmann  CITIZEN PARTICIPATION Eric Sutherland stated obligations made by the Urban Renewal Authority are not compatible with the Urban Renewal Authority statutes. 1. Consideration and Approval of the Minutes of the September 8 and November 17, 2015 Urban Renewal Authority Meetings. (Adopted) The purpose of this item is to approve the minutes from the September 8 and November 17, 2015 Urban Renewal Authority Board meetings. Vice Chair Horak made a motion, seconded by Boardmember Overbeck, to approve the minutes of the September 8 and November 17, 2015 Urban Renewal Authority Board meetings. RESULT: ADOPTED [UNANIMOUS] MOVER: Gerry Horak, District 6 SECONDER: Gino Campana, District 3 AYES: Overbeck, Campana, Troxell, Cunniff, Horak, Martinez, Stephens 2. Resolution No. 079 Approving a Redevelopment Agreement Between the Fort Collins Urban Renewal Authority and Hickory Commons, LLC. (Adopted as Amended) The purpose of this item is to consider a Redevelopment Agreement between the URA and Hickory Commons, LLC for $136,072 of tax increment financing assistance. This tax increment financing (TIF) assistance is proposed as reimbursement for stormwater facility costs, including a neighborhood drainage outfall, associated with a proposed development consisting of two (2) 11,000 square foot industrial buildings and one (1) 7-unit live/work condo building. Patrick Rowe, Interim Redevelopment Program Coordinator, stated the North College Citizens’ Advisory Group has recommended support for the Hickory Commons application and the URA Finance Group has recommended the application be presented to the full Board. He discussed the project location, stating the site is currently a vacant property. The proposed project involves the development of two warehouses and one seven-unit live-work building. The project includes an oversized stormwater system which may benefit the neighboring property owners. The application requests reimbursement of the entire stormwater drainage system and outfall, which is estimated to cost $136,072, of which $40,000 is estimated to be eligible for repayment, which would be assigned to the URA per the redevelopment agreement. Larimer County has calculated an annual property tax increment of $72,000, which extrapolates to $888,000 over the life of the URA. The return on investment without TIF assistance is 3.3%, and with the URA support, 6.07%. The entire project must be complete prior to the initial TIF payment. 1.1 Packet Pg. 4 Attachment: December 15, 2015 (4454 : URA-minutes 12/15/15) December 15, 2015 City of Fort Collins Page 311 Eric Sutherland stated he does not believe the state has the legal authority to disperse money to the Fort Collins Urban Renewal Authority and stated TIF is debt finance reimbursement only. Vice Chair Horak made a motion, seconded by Boardmember Cunniff, to adopt Resolution No. 079. Boardmember Cunniff noted the stormwater system is oversized and asked if that is a primary reason to fund the project. Rowe replied in the affirmative. Boardmember Cunniff asked if this aspect of the project would occur without URA support. Rowe replied staff is comfortable that the stormwater system would not be the same without the support of the URA. Boardmember Cunniff stated he would support the motion given the public benefit. Boardmember Campana commended Rowe on his presentation and stated he is not opposed to the reimbursement through TIF of the installation of the storm drainage facilities; however, the reimbursement should come back for the oversizing and the benefit of the surrounding properties, but not for the property itself. He suggested the possibility of reimbursing the amount which would benefit everything except the subject property, allowing standard engineering practices to calculate that amount. Vice Chair Horak asked if this situation is different than other URA TIF storm drainage projects. Rowe replied the most peculiar stormwater constraint for this site is that there is no outfall to convey the flows from the site. Boardmember Campana stated he would support reimbursement for public improvements; however, he does not believe the on-site improvements should be reimbursed. City Attorney Daggett stated staff can work on language modifications for the Resolution which will make clear the Board's intent. Boardmember Cunniff stated his understanding was that the $136,072 was only for the off-site portions. Rowe replied that amount is for the entire stormwater system and a portion of that benefits this particular development. Jeff Mihelich, Deputy Director, suggested the possibility of including language which states the developer shall only be reimbursed for those stormwater improvement costs that are not on the subject property, other than the lateral into the property from the property to the west. Boardmember Campana stated that would be acceptable to him. Bob Gowling, Apex Engineering, stated the needs for the project are substantially smaller than the storm drainage proposal and discussed the ways in which the project would be decreased in size were it just to serve the subject property and not involve TIF financing. Boardmember Campana asked about the additional cost being paid by the developer to accommodate future flows from other properties. Mr. Gowling replied that number could be calculated. 1.1 Packet Pg. 5 Attachment: December 15, 2015 (4454 : URA-minutes 12/15/15) December 15, 2015 City of Fort Collins Page 312 Boardmember Cunniff asked about the timeline for development of this project. Charlie Masserlian, property owner, replied the plan is to start construction in the spring. Boardmember Cunniff asked if the schedule would be negatively impacted should this item be postponed to January for consideration. Mr. Masserlian replied in the negative. Boardmember Cunniff made a motion, seconded by Boardmember Overbeck, to postpone this item to January 5, 2016. City Attorney Daggett suggested taking a short recess in order to evaluate a potential postponement. (Secretary’s Note: The Board took a brief recess at this point in the meeting.) City Attorney Daggett presented Resolution wording changes which would capture some of the discussion. Boardmembers Cunniff and Overbeck withdrew the motion to postpone. Vice Chair Horak and Boardmember Cunniff accepted the proposed language modifications as presented by City Attorney Daggett. Boardmember Campana commended the language modifications. Chair Troxell discussed the future need for making clear the difference between public and private benefits in terms of URA projects. RESULT: Resolution No. 079 ADOPTED AS AMENDED [UNANIMOUS] MOVER: Gerry Horak, District 6 SECONDER: Ross Cunniff, District 5 AYES: Overbeck, Campana, Troxell, Cunniff, Horak, Martinez, Stephens  OTHER BUSINESS Boardmember Cunniff requested information regarding the date at which the new URA Board will be seated. Mihelich replied that date will be included on the six-month planning calendar as soon as possible. 1.1 Packet Pg. 6 Attachment: December 15, 2015 (4454 : URA-minutes 12/15/15) December 15, 2015 City of Fort Collins Page 313  ADJOURNMENT The meeting adjourned at 7:41 PM. ________________________________ Chair ATTEST: ________________________________ Secretary 1.1 Packet Pg. 7 Attachment: December 15, 2015 (4454 : URA-minutes 12/15/15) Agenda Item 2 Item # 2 Page 1 AGENDA ITEM SUMMARY May 10, 2016 Urban Renewal Authority Board STAFF Josh Birks, Economic Health Director Patrick Rowe, Interim Redevelopment Program Coordinator SUBJECT Resolution No. 080 Appropriating Prior Year Reserves in the URA's Prospect South Tax Increment District Fund for Payment to Capstone Development Corporation. EXECUTIVE SUMMARY The purpose of this item is to consider the appropriation of $598,281 in prior year reserves in the Prospect South URA Fund to reimburse the Capstone development project (now known as “The Summit on College”) for completed eligible improvements as required by the Capstone Redevelopment Agreement. STAFF RECOMMENDATION Staff recommends adoption of the Resolution BACKGROUND / DISCUSSION The Urban Renewal Authority (URA) entered into a Redevelopment Agreement (Agreement) with Capstone Development Corp. (Capstone) on September 13, 2011 in order to facilitate the development of a constrained site located within the Prospect South Tax Increment Financing District. Capstone completed construction of the project, branded “The Summit on College”, in August 2013. Final Reimbursement Payment The Agreement between the URA and Capstone authorized up to $5,000,000 in potential support, $875,000 of which was made contingent upon Capstone’s commercial leasing performance to be paid out at a rate of $109.375 per square foot of gross leased space. In August 2013 Capstone leased 2,274 of net square feet to Red Robin, LLC and received that portion of the withheld reimbursement. On April 20, 2016, the URA received a final reimbursement request of $598,281 which reflects an additional lease of commercial space to State of Fitness, LLC as well as a small “true-up” payment to reflect the gross space leased to Red Robin, LLC (as agreed by the URA in November 2013). This is the final reimbursement payment Capstone is eligible to receive. (Note: This final payment will result in a total reimbursement of $4,972,000, which is $28,000 less than the authorized amount of $5,000,000. This reduction of $28,000 resulted from an evaluation on what space qualified as the gross leasable space and agreement that it was 256 square feet less than originally calculated). This resolution appropriates URA funds from the Prospect South Tax Increment Financing District for the final reimbursement payment to Capstone as required by the Redevelopment Agreement. Staff has completed its review and has concluded the request to be appropriate and consistent with the terms of the Redevelopment Agreement. 2 Packet Pg. 8 Agenda Item 2 Item # 2 Page 2 Capstone Project Overview Capstone sought assistance primarily on the basis of the significant floodplain and stormwater challenges that constrained the site. Prior to the Capstone development, the site had remained vacant following the 1997 flood. The URA approval of the project and the subsequent resulting Agreement provided support to the project in four particular areas, most of which relate to the floodplain and stormwater challenges of the site: 1. Stormwater/Sewer/Floodplain Infrastructure Public Improvements - This included costly stormwater improvements and Federal Emergency Management Agency (FEMA) remapping costs. 2. Land Acquisition/Easements/Demolition - This category included the land value associated with a FEMA easement dedication as well as a land allocation for public streets and roads, and demolition/site work. 3. Utilities/Infrastructure Public Improvements - The URA provided assistance in supplying electrical service to the site, as well as improvements in public areas including lighting along public streets, and curb, gutter and sidewalks in public and FEMA areas. 4. Energy and Environmental Improvements - To incentivize energy and environmental project enhancements, the URA supported a number of efficiency upgrades including upgrades to the HVAC systems, windows, insulation, etc. Current Status Summary  Redevelopment Obligations - Capstone has fulfilled all of its development obligations to date. The final reimbursement request received on April 20, 2016 evidences satisfaction of the lease performance provision, which is the final component of the Agreement.  Student Housing Leasing Status - According to Capstone, the project has and is performing well. The residential/student housing piece has been 95% leased since opening and 99% for lease year 2015-2016. Capstone represents that in response to the development’s parking challenges, they have had to offer rental incentives to achieve their desired occupancy rate. Following the completion of a parking structure, they believe they will be able to discontinue these incentives.  Ownership Transfer - On April 19, 2016 Capstone transferred ownership of the project from its holding company to a new owner. The Agreement permits this transfer following the completion of construction and the satisfaction of its obligations, both of which have occurred. Project Challenges Although successful from a redevelopment perspective (the URA supported a desirable project on a highly challenged site where it would not have otherwise occurred due to stormwater challenges and lacking infrastructure), the project development has experienced a number of challenges along the way:  Parking - The project received criticism from adjacent neighborhoods and businesses for not providing adequate parking (which later resulted in Land Use Code changes adding parking minimums for similar projects). In response to this criticism and to address rental challenges with the lack of parking, the developer is currently constructing a parking structure on the existing surface parking lot to the south of the buildings. This garage has been appealed twice by adjacent property owners with the result of the appeal being upheld with a modification to reduce its size. Additionally, there has been a lawsuit by an adjacent property owner challenging the planned construction of the garage. This suit has since been resolved with the outcome that the garage construction will move forward. A building permit was pulled in late April and construction is moving forward.  Stormwater - The Capstone site was very constrained by challenging and complicated floodplain and stormwater issues. The degree of complication and developer’s experience in this area presented some 2 Packet Pg. 9 Agenda Item 2 Item # 2 Page 3 challenge, but the end result was completed stormwater improvements and a FEMA Letter of Map Revision (LOMR), which remapped the floodplain in this area. City/URA Response In response to this project the City and URA made the following process improvements:  The City amended its Land Use Code to include minimum parking requirements for similar developments.  The Land Use Code was revised to enhance design standards for all multi-family projects to address some of the design criticism of the project. These standards now apply to all multi-family projects of a similar nature.  The URA amended its practice with regard to calculating tax increment financing (TIF) in two important ways: (1) the URA discontinued its practice of relying on the applicant to provide an estimate of increment and instead utilized the Larimer County’s estimate; and (2) the URA discontinued its use of growth factors on the TIF (i.e., no growth is assumed over time). CITY FINANCIAL IMPACTS This final reimbursement payment will be paid out of the Prospect South Tax Increment District Fund. The funds for these payments come from the proceeds of a loan provided by the City to the URA for this express purpose. The URA has been making payments on the full $5.0 million principal with applicable interest of the loan since the first reimbursement to Capstone. Therefore, the Prospect South Tax Increment District Fund has sufficient reserves to cover this expense and TIF collections in the district are sufficient to cover the on- going debt payments associated with the loan. ATTACHMENTS 1. Capstone Redevelopment Agreement (PDF) 2. Amendment to the Capstone Redevelopment Agreement (PDF) 3. Powerpoint presentation (PDF) 2 Packet Pg. 10 ATTACHMENT 1 2.1 Packet Pg. 11 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 12 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 13 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 14 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 15 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 16 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 17 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 18 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 19 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 20 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 21 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 22 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 23 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 24 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 25 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 26 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 27 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 28 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 29 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 30 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 31 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 32 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 33 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 34 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 35 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.1 Packet Pg. 36 Attachment: Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) ATTACHMENT 2 2.2 Packet Pg. 37 Attachment: Amendment to the Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 2.2 Packet Pg. 38 Attachment: Amendment to the Capstone Redevelopment Agreement (4440 : Capstone Project Obligations - Final Reimbursement) 1 The Summit – Final Reimbursement Appropriation Patrick Rowe & Josh Birks ATTACHMENT 3 2.3 Packet Pg. 39 Attachment: Powerpoint presentation (4440 : Capstone Project Obligations - Final Reimbursement) Tonight’s Action Resolution appropriating funds required to pay an obligation of the Redevelopment Agreement between the Fort Collins Urban Renewal Authority and Capstone Development Corporation. 2 2.3 Packet Pg. 40 Attachment: Powerpoint presentation (4440 : Capstone Project Obligations - Final Reimbursement) The Summit – Before and After 3 • Vacant since 1997 flood • Deteriorating structures • Overhead power lines • 676 beds student housing • 8,000 sq. ft. retail • Removed from floodplain • Street and utility improvements 2.3 Packet Pg. 41 Attachment: Powerpoint presentation (4440 : Capstone Project Obligations - Final Reimbursement) Eligible Costs 4 1. Stormwater/Sewer/Floodplain Infrastructure Public Improvements 2. Land Acquisitions/Easements/Demolition 3. Utilities/Infrastructure Public Improvements 4. Energy & Environmental Improvements Total Reimbursement Capped at $5M 2.3 Packet Pg. 42 Attachment: Powerpoint presentation (4440 : Capstone Project Obligations - Final Reimbursement) Reimbursements Summary 5 • First Reimbursement (Nov. 2013) - $4,273,718.75 – Reimbursement for completed project, including all required improvements and obligations. – $100,000 retained for LEED certification and FEMA LOMR approval. – $626,281.25 retained for commercial lease performance. • Second Reimbursement (Oct. 2015) - $100,000 – Reimbursement for LEED certification and FEMA LOMR approval. 2.3 Packet Pg. 43 Attachment: Powerpoint presentation (4440 : Capstone Project Obligations - Final Reimbursement) Final Reimbursement 6 • Final Reimbursement (April 2016) - $598,281.25 – Reimbursement for State of Fitness, LLC signed lease –$593,031.25. – Reimbursement “true-up” payment for Red Robin, LLC signed lease (gross lease area greater than net lease area) -- $5,250. 2.3 Packet Pg. 44 Attachment: Powerpoint presentation (4440 : Capstone Project Obligations - Final Reimbursement) 7 Thank you Thank you 2.3 Packet Pg. 45 Attachment: Powerpoint presentation (4440 : Capstone Project Obligations - Final Reimbursement) -1- RESOLUTION NO. 080 OF THE BOARD OF COMMISSIONERS OF THE FORT COLLINS URBAN RENEWAL AUTHORITY APPROPRIATING PRIOR YEAR RESERVES IN THE URA’S PROSPECT SOUTH TAX INCREMENT DISTRICT FUND FOR PAYMENT TO CAPSTONE DEVELOPMENT CORPORATION WHEREAS, the Fort Collins Urban Renewal Authority (the “URA”) entered into a Redevelopment Agreement dated September 13, 2011, (the “Agreement”) with Capstone Development Corporation (“Capstone”) in order to facilitate the development of a constrained site located within the Prospect South Tax Increment Financing District; and WHEREAS, Capstone completed construction of the project, branded “The Summit on College” in August 2013; and WHEREAS, the Agreement requires the URA to provide Capstone with up to $5,000,000 in potential support for the project; and WHEREAS, on November 5, 2013, the Authority adopted Resolution No. 065 to appropriate the $5,000,000 to be paid by the Authority to Capstone in accordance with the terms and conditions of the Agreement, but such appropriation has since lapsed; and WHEREAS, the purpose of this Resolution is to appropriate $598,281 from the unappropriated prior year reserves in the Prospect South Tax Increment District Fund (the “Prospect South Fund”) to pay such amount to Capstone as a reimbursement required under the Agreement; and WHEREAS, this will be the final reimbursement required under the Redevelopment Agreement; and WHEREAS, the URA is authorized to appropriate these funds in accordance with C.R.S. Section 31-25-105(1)(h). NOW, THEREFORE, BE IT RESOLVED THE FORT COLLINS URBAN RENEWAL AUTHORITY BOARD OF COMMISSIONERS as follows: Section 1. That the Board of Commissioners of the Fort Collins Urban Renewal Authority hereby makes and adopts the determinations and findings contained in the recitals set forth above. Section 2. That there is hereby appropriated from prior year reserves in the Prospect South Fund the sum of FIVE HUNDRED NINETY-EIGHT THOUSAND TWO HUNDRED EIGHTY-ONE DOLLARS ($598,281) for reimbursement to Capstone Development Corporation as required under the Agreement. Packet Pg. 46 -2- Passed and adopted at a regular meeting of the Board of Commissioners of the Fort Collins Urban Renewal Authority this 10th day of May, A.D. 201 6. ____________________________________ Chairperson ATTEST: ___________________________ Secretary Packet Pg. 47 City of Fort Collins Page 1 Wade Troxell, Mayor City Council Chambers Gerry Horak, District 6, Mayor Pro Tem City Hall West Bob Overbeck, District 1 300 LaPorte Avenue Ray Martinez, District 2 Fort Collins, Colorado Gino Campana, District 3 Kristin Stephens, District 4 Cablecast on City Cable Channel 14 Ross Cunniff, District 5 and Channel 881 on the Comcast cable system Carrie Daggett Darin Atteberry Wanda Winkelmann City Attorney City Manager City Clerk The City of Fort Collins will make reasonable accommodations for access to City services, programs, and activities and will make special communication arrangements for persons with disabilities. Please call 221-6515 (V/TDD: Dial 711 for Relay Colorado) for assistance. Special Meeting May 10, 2016 After the Urban Renewal Authority meeting, which begins at 6:00 p.m.  PLEDGE OF ALLEGIANCE  CALL TO ORDER  ROLL CALL  CITIZEN PARTICIPATION Individuals may comment regarding items scheduled on the Consent Calendar and items not specifically scheduled on the agenda. Comments regarding land use projects for which a development application has been filed should be submitted in the development review process** and not to the Council.  Those who wish to speak are asked to sign in at the table in the lobby (for recordkeeping purposes).  All speakers will be asked by the presiding officer to identify themselves by raising their hand, and then will be asked to move to one of the two lines of speakers (or to a seat nearby, for those who are not able to stand while waiting).  The presiding officer will determine and announce the length of time allowed for each speaker.  Each speaker will be asked to state his or her name and general address for the record, and to keep comments brief. Any written comments or materials intended for the Council should be provided to the City Clerk.  A timer will beep once and the timer light will turn yellow to indicate that 30 seconds of speaking time remain, and will beep again and turn red when a speaker’s time to speak has ended. [**For questions about the development review process or the status of any particular development, citizens should consult the Development Review Center page on the City’s website at fcgov.com/developmentreview, or contact the Development Review Center at 221-6750.] City of Fort Collins Page 2  CITIZEN PARTICIPATION FOLLOW-UP Discussion Items The method of debate for discussion items is as follows: ● Mayor introduces the item number, and subject; asks if formal presentation will be made by staff ● Staff presentation (optional) ● Mayor requests citizen comment on the item (three minute limit for each citizen) ● Council questions of staff on the item ● Council motion on the item ● Council discussion ● Final Council comments ● Council vote on the item Note: Time limits for individual agenda items may be revised, at the discretion of the Mayor, to ensure all citizens have an opportunity to speak. Please sign in at the table in the back of the room. The timer will buzz when there are 30 seconds left and the light will turn yellow. It will buzz again at the end of the speaker’s time. 1. Council will consider a motion to adjourn into executive session.  OTHER BUSINESS A. Possible consideration of the initiation of new ordinances and/or resolutions by Councilmembers. (Three or more individual Councilmembers may direct the City Manager and City Attorney to initiate and move forward with development and preparation of resolutions and ordinances not originating from the Council's Policy Agenda or initiated by staff.)  ADJOURNMENT City of Fort Collins Page 1 Wade Troxell, Mayor Council Information Center (CIC) Gerry Horak, District 6, Mayor Pro Tem City Hall West Bob Overbeck, District 1 300 LaPorte Avenue Ray Martinez, District 2 Fort Collins, Colorado Gino Campana, District 3 Kristin Stephens, District 4 Cablecast on City Cable Channel 14 Ross Cunniff, District 5 and Channel 881 on the Comcast cable system Carrie Daggett Darin Atteberry Wanda Winkelmann City Attorney City Manager City Clerk The City of Fort Collins will make reasonable accommodations for access to City services, programs, and activities and will make special communication arrangements for persons with disabilities. Please call 221-6515 (TDD 224- 6001) for assistance. City Council Work Session May 10, 2016 After the Urban Renewal Authority Board Meeting, which begins at 6:00 p.m. and the Special Council Meeting.  CALL TO ORDER. 1. I-25/SH 392 Corridor Activity Center Intergovernmental Agreement (IGA) Amendments. (staff: Tom Leeson, Laurie Kadrich; 10 minute staff presentation; 45 minute discussion) The purpose of this item is to review the proposed amendments by the Town of Windsor to the IGA between Windsor and Fort Collins with respect to development in the I-25/SH392 Corridor Activity Center and to provide input on the proposed amendments. 2. Poudre Fire Authority Performance Update. (staff: Tom DeMint, Ann Turnquist, Kirsten Howard; 10 minute staff presentation, 30 minute discussion) The purpose of this item is to review 2015 performance measurements and metrics, goals, actual spending to budget, benefits to the community related to strategic outcome goals, operational efficiency, productivity improvements, and issues of concern to Poudre Fire Authority, the Poudre Valley Fire Protection District, and the City. 3. Light & Power Reliability Update. (staff: Tim McCollough, Kevin Gertig, Chris Parton; 10 minute staff presentation; 30 minute discussion) The purpose of this item is to provide an overview of the Utilities Light and Power Operations reliability improvement efforts, opportunities, and accomplishments. City of Fort Collins Page 2  OTHER BUSINESS.  ADJOURNMENT. DATE: STAFF: May 10, 2016 Tom Leeson, Director, Comm Dev & Neighborhood Svrs WORK SESSION ITEM City Council SUBJECT FOR DISCUSSION I-25/SH 392 Corridor Activity Center Intergovernmental Agreement (IGA) Amendments. EXECUTIVE SUMMARY The purpose of this item is to review the proposed amendments by the Town of Windsor to the IGA between Windsor and Fort Collins with respect to development in the I-25/SH392 Corridor Activity Center and to provide input on the proposed amendments. GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED Does Council support the proposed amendments to the IGA between Windsor and Fort Collins with respect to development in the I-25/SH392 Corridor Activity Center? BACKGROUND / DISCUSSION On November 7, 2015, members of the Town of Windsor Board and Fort Collins City Council held a joint work session to discuss potential amendments to the I-25/SH 392 Intergovernmental Agreement (IGA) pertaining to the allowance of prohibited uses (automobile dealerships and single family) within the Corridor Activity Center (CAC). The work session summary is attached for reference (Attachment 3). Subsequent to the joint work session, staff from Windsor and Fort Collins worked collaboratively to evaluate underlying design standards. Additionally, the Town of Windsor staff held public meetings to gain feedback from community members and held Board work sessions to discuss potential amendments to the IGA. On April 11, 2016, the Town of Windsor approved a resolution authorizing the town manager to propose to Fort Collins an amendment to the IGA with respect to development in the I-25/SH 392 CAC, and is seeking input on the proposed amendments. (Attachment 4) The following summarizes the proposed changes:  Amendment of Permitted Uses and Additional Definitions: “Automobile Dealerships” and “Single-Family Detached Residential” have been added to the list permitted uses for the east side of I-25. Those uses remain as prohibited uses to the west of I-25. Definitions for each have been added to Section 1 of the Agreement.  Limitations of Automobile Dealerships and Single-family Detached Residential: Section 2 of the agreement limits these uses to identified sites as depicted on attached exhibits. The automobile dealerships are limited to 38 acres on the northerly Moreland property. The single-family uses are limited to 45 acres on the far eastern edge of the Muth property north of SH 392 and just west of Larimer County Road 5. Staff Analysis and Recommendation: Staff supports allowing automobile dealerships as permitted uses on the 38 acres on the northerly Moreland property. Automobile dealerships are a less intense use than other uses permitted within that area; however, the proposal limits the extent of automobile dealerships and allows for other higher intense use, such as retail and entertainment uses. The enhanced design standards would help to mitigate any visual concerns from I-25 and is consistent with the original intent of the CAC to have an attractive gateway to both communities. Staff does not support the proposal to allow single-family detached housing on the 45 acres on the far eastern edge of the Muth property north of Highway 392 and just west of Larimer County Road 5. Allowing single- 1 Packet Pg. 3 May 10, 2016 Page 2 family detached housing on 45 acres in this area significantly deviates from the original intent of the CAC for this area, which was a high intense activity center with a mix of commercial and higher-density residential uses. Additionally, consideration should be given to the financial implications of such a low-intensity use at this location. Under the March 2008 392 Interchange Intergovernmental Agreement, there was mention of significant annual sales tax revenue generated from an anticipated 650,000 square feet of retail development on the subject property, which was intended to offset the costs of design and construction of the interchange improvements.  Enhanced Design Standards: the Town of Windsor is proposing Enhanced Design Standards for the Windsor side of the CAC. The CAC Enhanced Design Standards are included within Attachment 1 and, in many respects, track established local practices (including Fort Collins), and are a product of numerous internal and public discussions with residents, landowners and staff. It should be noted that Sec. 3.3.1.b of the IGA includes the following language: “…except that the Enhanced CAC Design Standards may be modified by Town ordinance, adopted in accordance with the Town’s Home Rule Charter, notice of which shall be presented to the City no later than thirty (30) days prior to ordinance introduction.” Staff Analysis and Recommendation: Staff supports the new Enhanced Design Standards for the Windsor side of the CAC and would propose the same set of standards be applied to the Fort Collins side as well to ensure consistency within the entire CAC. It should be noted that the Enhanced Design Standards include an “Alternative Compliance” section allowing variations to the standards provided the variations meet certain criteria including: “The plan as submitted will not depart from the CAC design standards except in nominal, inconsequential way when considered from the perspective of the entire development plan, and will continue to advance the overall purposes of the CAC enhanced design standards as set forth herein.” Staff does not support the IGA language allowing Windsor to modify the Enhanced CAC Design Standards without Fort Collins input. A joint adoption process should be included in the IGA to allow Fort Collins input into amendments to the design standards.  Modifications to Revenue Sharing: The current IGA requires sixty-five percent (65%) of the property and sales tax increment revenues generated in the CAC to be retained by each party and the remaining thirty-five percent (35%) of such revenues to be transferred to the other party to help reimburse each party for the original investment into the I-25/SH 392 intersection improvements. The amended agreement proposes no revenue sharing for the automobile dealerships and the single-family detached residential uses. The modifications to the revenue sharing language in Section 4 reflect Windsor’s desire to capture all the sales and property tax increment generated by the new uses on the Windsor side of the interchange. Based on the March 2015 BBC study (Attachment 5) Windsor believes, particularly with respect to automobile dealerships, there will be increased costs which will not be mitigated under the current 65/35 revenue-sharing formula. The sale of automobiles does not generate use tax or sales tax revenue to Windsor, and the sole source of sales tax revenue would be service and parts related. Staff Analysis: See attached analysis by Josh Birks with Economic Health. (Attachment 6)  Transit Site Identification: Section 6.3 contains new language requiring the City to condition annexation on landowner agreements to identify (but not dedicate or reserve) a future transit site parallel to that being identified on the Windsor side. This term is tied to the vision for bus rapid transit captured in the 2008 I-25/392 Improvements plan commissioned by the City and the Town. Windsor feels that, if it is requiring a Windsor landowner to identify a future transit site, Fort Collins should require a future transit site as well. Staff Analysis and Recommendation: Staff supports the additional language to require a future transit site on the west side of I-25. There is sufficient area to accommodate such a use on the west side and identifying a future transit site upon annexation would help to promote the City’s transportation goals for the area. 1 Packet Pg. 4 May 10, 2016 Page 3 ATTACHMENTS 1. First Amended IGA, November 13, 2012 (PDF) 2. Amending Certain Provisions of the First Amended IGA, May 9, 2013 (PDF) 3. Joint Work Session Summary, November 2, 2015 (PDF) 4. Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (PDF) 5. BBC Research & Consulting Report, March 4, 2015 (PDF) 6. Economic Health Office Analysis of Amendments to the Revenue Sharing Agreement (DOCX) 7. Powerpoint presentation (PDF) 1 Packet Pg. 5 ATTACHMENT 1 1.1 Packet Pg. 6 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 7 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 8 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 9 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 10 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 11 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 12 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 13 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 14 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 15 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 16 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 17 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.1 Packet Pg. 18 Attachment: First Amended IGA, November 13, 2012 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) ATTACHMENT 2 1.2 Packet Pg. 19 Attachment: Amending Certain Provisions of the First Amended IGA, May 9, 2013 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.2 Packet Pg. 20 Attachment: Amending Certain Provisions of the First Amended IGA, May 9, 2013 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.2 Packet Pg. 21 Attachment: Amending Certain Provisions of the First Amended IGA, May 9, 2013 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.2 Packet Pg. 22 Attachment: Amending Certain Provisions of the First Amended IGA, May 9, 2013 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) 1.2 Packet Pg. 23 Attachment: Amending Certain Provisions of the First Amended IGA, May 9, 2013 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) Community Development & Neighborhood Services 281 North College Avenue P.O. Box 580 Fort Collins, CO 80522.0580 970.416.2740 970.224.6134- fax fcgov.com Planning, Development & Transportation Services MEMORANDUM Date: November 7, 2015 To: Mayors and Members of Windsor Town Board and Fort Collins City Council From: Laurie Kadrich, Planning, Development & Transportation Services Director Through: Kelly Arnold, Town of Windsor Town Manager Darin Atteberry, Fort Collins City Manager Re: 11-02-15 Joint Elected Officials Work Session Summary – Amendment to I-25/SH 392 Intersection IGA Elected Officials in Attendance: Fort Collins City Council Windsor Town Board Wade Troxell, Mayor John Vasquez, Mayor Gerry Horak, Mayor Pro Tem Ivan Adams Gino Campana Myles Baker Ross Cunniff Robert Bishop-Cotner Ray Martinez Kristie Melendez Bob Overbeck Christian Morgan Kristin Stephens Jeremy Rose Meeting Purpose: To discuss potential amendments to the Intergovernmental Agreement (IGA) pertaining to the allowance of prohibited uses (automobile dealerships) within the Corridor Activity Center (CAC). The Town of Windsor provided some background on the IGA and the purpose of looking at this issue now. Representatives of local auto dealerships brought this issue to the Town of Windsor due to the constraints the dealerships are experiencing on their current locations. This issue was not initiated by the Town of Windsor. Auto dealerships were not originally permitted within the CAC for three primary reasons: (1) relative to other uses, auto dealerships do not generate as much sales tax. In an effort to reimburse Windsor and 1.3 Packet Pg. 24 Attachment: Joint Work Session Summary, November 2, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) - 2 - Fort Collins for the costs associated with the I-25/392 interchange, higher sales tax generating uses were desired. (2) The underlying zoning in Windsor allowed for more employment uses, so the uses permitted in the CAC were intended to be consistent with the underlying zoning. (3) The importance of the gateway to both communities, as well as compatibility with surrounding uses and views to the west were part of the decision. There was agreement that very little had changed in the area since the original IGA; however, it should be recognized that no development activity has occurred in the last five (5) years. There is still a strong desire for a high level of design standards in the area and recognition that the IGA should include a recurring review period. It was also acknowledged that more specificity should be provided with regards to the definition of the some of the listed permitted uses in the CAC. Both entities agreed there should be an evaluation of compatibility standards within each community’s respective land use codes and understanding of how those compatibility standards could be applied to the CAC. There was consensus that staff from both communities should get together to look at potential standards (buffer yards, lighting, landscaping) to be included within the IGA prior to looking at the inclusion of specific uses. The original intent of the IGA should be maintained. Windsor Town Board and Fort Collins City Council agreed the following should occur in a timely manner:  Mutual intent statement drafted to identify process  Evaluate recurring review period for IGA  Include definitions of uses and more specificity where needed  Evaluate inclusion of appeal process  Identify joint public outreach process  Identify mutually agreeable compatibility/design standards to include within IGA 1.3 Packet Pg. 25 Attachment: Joint Work Session Summary, November 2, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) ATTACHMENT 4 1.4 Packet Pg. 26 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 27 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 28 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 29 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 30 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 31 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 32 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 33 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 34 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 35 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 36 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 37 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 38 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 39 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 40 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 41 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 42 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 43 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 44 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 45 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 46 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 47 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 48 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 49 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 50 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 51 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 52 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 53 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 54 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 55 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 56 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 57 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 58 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA 1.4 Packet Pg. 59 Attachment: Letter from Windsor re: proposed amendment to I-25/392 IGA, April 21, 2016 (4399 : I-25/SH 392 Corridor Activty Center IGA March 4, 2015 Mr. Mike Downey Vice President Fort Collins Dodge Chrysler Jeep Ram Mr. David Swanson CEO Tynan’s Nissan and Tynan’s Kia Via email Re: Fort Collins Dodge Chrysler Jeep Ram and Tynan’s Economic and Fiscal Impact Analysis Mr. Downey and Mr. Swanson: This letter documents the projected economic and fiscal impacts of the proposed relocation and development of Fort Collins Dodge Chrysler Jeep Ram (DCJR), Tynan’s Nissan and Tynan’s Kia (collectively Tynan’s auto dealerships) on the Town of Windsor, Colorado (Town). The analysis also considers development of four adjacent commercial pad sites. Our analysis is based on the most recent site development plans; the auto dealership’s current and projected sales revenue data; Larimer County assessor data; conversations with local commercial real estate brokers; the Town’s development fee schedule; and the Town’s fiscal model. Background Fort Collins DCJR and Tynan’s auto dealerships are considering a relocation and expansion of their respective facilities; a result of increased demand for their products and services. Fort Collins DCJR and Tynan’s have identified a 53-acre commercially zoned land parcel within the Town of Windsor as a viable location for the auto dealerships, shown in Figure 1.1 This land parcel is located to the southeast of the Interstate 25/State Highway 392 Interchange. The site 1 The site is comprised of two individual land parcels. The northern parcel (# 86221-47-002) is 22.81 acres and the southern parcel (# 86220-00-003) is 30.00 acres. ATTACHMENT 5 1.5 Packet Pg. 60 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 2 was chosen due to its high visibility from major roadways; ease of access; traffic volume; and strategic location in Northern Colorado. Along with the construction of the auto dealership facilities, four commercial pad sites are included in the site plan (Figure 2). Figure 1. Map of Proposed Development Site Source: BBC Research & Consulting; ArcGIS. Corridor activity center. The 53-acre land parcel is located within the Corridor Activity Center (CAC), an area created through an intergovernmental agreement between the City of Fort Collins and the Town of Windsor.2 Properties within the CAC are located in close proximity to the Interstate 25/State Highway 392 Interchange (Interchange) and subject to a special one- time fee to recover the infrastructure costs associated with the Interchange improvement.3 The special fee imposed on the “Benefitted Properties” results from the anticipated appreciation in value due to the construction of the Interchange, as well as to offset improvement costs 2 Town of Windsor, Ordinance NO. 2012-1440. 3 The CAC special one-time fee is to be paid in quarterly installments over seven years. 1.5 Packet Pg. 61 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 3 associated with Benefitted Property development, as well as the subsequent increase in vehicular trips. The type of development allowed on a property within the CAC is restricted to a set of permitted land uses. Currently, auto dealerships are not listed as a permitted use. As such, allowance of auto dealership development within the CAC would require an amendment to the intergovernmental agreement between the City of Fort Collins and the Town of Windsor. Fiscal Impact Findings The proposed auto dealership and commercial development would create an annual net surplus between $105,000 (auto dealerships only) and $290,000 (auto dealerships plus commercial space). Additionally, the development will generate between $740,000 and $1 million in one- time construction use tax and development fees for the Town, depending on the specific characteristics of the pad development.4 The development of the land parcel will also recover over $347,000 in one-time special fee assessments associated with the CAC.5 Methodology BBC’s economic and fiscal impact analysis models municipal revenue and expenditure associated with the development and operation of the auto dealerships and adjacent commercial space. These revenue sources include sales tax, property tax, construction use tax, development fees (impact fees and building permit fees) and CAC special fees. For other municipal revenues and the expenditures component,6 BBC coordinated with the Town of Windsor to utilize their existing fiscal model to estimate Town operating expenditures associated with the auto dealerships and commercial space. Development assumptions. The auto dealerships are expected to occupy approximately 30 acres, or 60 percent of the site. The Fort Collins DCJR auto dealership will occupy a 40,000 square foot facility, while Tynan’s Nissan and Tynan’s Kia will each require a 24,000 square foot facility. The total built square footage of the auto dealerships on the development site is expected to be 88,000 square feet. The current site plan designates 9.9 acres, across four pad sites, for retail and/or office space. Figure 2 presents the current site plan. 4 Development fees include building permit fees and impact fees. Impact fees are assessed on commercial development for sewer plant investment, water plant investment, storm drainage and road impacts. 5 The original CAC special fee assessment for both parcels totaled $317,675 in 2012. Adjusted for inflation at 3.05%, specified in the Town of Windsor Ordinance, the total fee amounts to $347,638 in 2015 dollars. 6 Other municipal revenues include charges for services, fines and forfeitures, licenses and permits, intergovernmental revenue and other miscellaneous tax revenues. 1.5 Packet Pg. 62 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 4 Figure 2. Site Plan Source: Ripley Design Inc. 1.5 Packet Pg. 63 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 5 BBC has created two scenarios for commercial pad development: Commercial Scenario 1 includes construction of four retail structures, averaging 5,000 square feet each (20,000 square feet total). Commercial Scenario 2 also assumes construction of four structures averaging 5,000 square feet each, but two retail structures (10,000 square feet total) and two office structures (10,000 square feet total). The below analysis considers both of the commercial pad development scenarios. Municipal Revenues BBC’s analysis focuses on impacts to the General Fund, Capital Improvement Fund and Community and Recreation Center Fund. Projections of one-time revenue are included for the Water Fund, Sewer Fund and Storm Drainage Fund. The Town of Windsor imposes a 3.95 percent sales and use tax. This tax rate is broken into two components: 3 percent for the General Fund and Capital Improvement Fund and 0.95 percent dedicated to the Community and Recreation Center Fund. The 3 percent is split between the General Fund (60 percent) and the Capital Improvement Fund (40 percent). The General Fund is also supported by property tax revenues and building permit fees. Road impact fees go to the Capital Improvement Fund, while other capital expansion fees go towards specific enterprise funds (i.e. sewer plant investment fees go to the sewer fund). Annual sales tax. In Colorado, sales tax imposed on motor vehicle purchases accrues to the municipality of the purchaser’s residence, not the location of purchase. In 2011, the Town of Windsor enacted an ordinance that “imposed a sales tax exemption on motor vehicles purchased from dealerships located within the city limits [outside of the city limits was already exempted] if the buyer is a Town of Windsor resident.”7 Consequently, sales tax is not collected by the Town on any motor vehicle purchases. However, automotive parts sales are taxed by the Town at the standard 3.95 percent. Figure 3 on the following page presents the annual sales tax collected from the auto dealerships and new retail development. The sales tax revenues attributable to the auto dealerships only represent parts sales, for the reasons discussed above. BBC’s calculation for the auto dealerships is based upon data and projections provided by Fort Collins DCJR and Tynan’s. BBC estimates total annual sales tax revenues of almost $160,000 from the auto dealerships. In addition to the assumptions made regarding total square footage and use, retail sales per square foot is assumed to be $250 for both commercial development scenarios. New commercial retail sales tax is almost $200,000 under Commercial Scenario 1 and around $100,000 under Commercial Scenario 2. 7 Town of Windsor – Sales Tax FAQ, 2014. 1.5 Packet Pg. 64 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 6 Figure 3. Annual Sales Tax Revenue Notes: (1) The General Fund receives 60% of the 3% sales tax rate. (2) The Capital Improvement Fund (CIF) receives 40% of the 3% sales tax rate. (3) The Community and Recreation Center Fund receives 100% of the 0.95% sales tax rate. Source: Town of Windsor – Overview of Funds Structure; BBC Research & Consulting. Auto Dealerships (parts sales only) Fort Collins Dodge Chrysler Jeep Ram $2,517,756 $45,320 $30,213 $23,919 $99,451 Tynan's Nissan and Tynan's Kia $1,487,617 $26,777 $17,851 $14,132 $58,761 Total Auto Dealerships $4,005,373 $72,097 $48,064 $38,051 $158,212 Commercial Pad Development Commerial Scenario 1 Retail 20,000 $250 $5,000,000 $90,000 $60,000 $47,500 $197,500 Office - - - - - - - Total 20,000 $5,000,000 $90,000 $60,000 $47,500 $197,500 Commercial Scenario 2 Retail 10,000 $250 $2,500,000 $45,000 $30,000 $23,750 $98,750 Office 10,000 N/A N/A N/A N/A N/A N/A Total 20,000 $2,500,000 $45,000 $30,000 $23,750 $98,750 Total Sales Tax Revenues Auto Dealerships + Commercial Scenario 1 $9,005,373 $162,097 $108,064 $85,551 $355,712 Auto Dealerships + Commercial Scenario 2 $6,505,373 $117,097 $78,064 $61,801 $256,962 General Fund Tax Collected (1) Retail Sales / Independent Calculation Independent Calculation Sq Ft Sq Ft Revenue Tax Collected (2) Tax Collected (3) Tax Collected Total Sales CIF Rec Center Fund Total Windsor Sales Sales Tax Source 1.5 Packet Pg. 65 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 7 Construction material spending. For construction costs, BBC assumed market value costs of $175 per square foot for auto dealership construction and $250 per square foot for commercial retail/office construction. For all construction, cost related to materials is assumed to be 40 percent of the overall construction cost. Construction use tax within the Town is 3.95 percent. Figure 4 below presents the development’s impact on funds that are supported by construction use tax. Construction related to the auto dealerships is estimated to generate over $120,000 in construction use tax. Commercial construction under both scenarios (constant construction cost per square foot) would generate $40,000 in one-time construction use taxes. The Town would collect over $160,000 in one-time construction use tax from the project. Figure 4. Construction Use Tax Revenue (One-Time) Note: (1) The Capital Improvement Fund (CIF) receives 100% of the 3% use tax rate. (2) The Community and Recreation Center Fund receives 100% of the 0.95% use tax rate. Source: Town of Windsor—Overview of Funds Structure; BBC Research & Consulting. Annual property tax. Real property taxes collected by the Town are based upon the assessed value of the property, which is 29 percent of the actual value for commercial properties. BBC projected future real property values by adding the material cost of the development (40 percent of construction costs) to the existing real property values reported by the Larimer County Assessor.8 The real property tax estimated for the auto dealerships is consistent with other recently built auto dealerships in the area. In addition to real property tax, the auto dealerships and commercial retailers will be taxed on personal property within their respective facilities, also assessed at 29 percent of actual value. Fort Collins DCJR and Tynan’s provided BBC with 8 The 53 acre land parcel was recently purchased by the developer pursuing the auto dealership development. For the purposes of this analysis, BBC used the 2015 Larimer County Assessor reported data. Auto Dealerships Fort Collins Dodge Chrysler Jeep Ram 40,000 $175 40% $42,000 $13,300 $55,300 Tynan's Nissan and Tynan's Kia 48,000 $175 40% $50,400 $15,960 $66,360 Total Auto Dealerships 88,000 $175 40% $92,400 $29,260 $121,660 Commercial Pad Development Commercial Scenario 1 Retail 20,000 $250 40% $30,000 $9,500 $39,500 Office - - - - - - Total 20,000 $30,000 $9,500 $39,500 Commercial Scenario 2 Retail 10,000 $250 40% $15,000 $4,750 $19,750 Office 10,000 $250 40% $15,000 $4,750 $19,750 Total 20,000 $30,000 $9,500 $39,500 Total Construction Use Tax Auto Dealerships + Commercial Scenario 1 108,000 - - $122,400 $38,760 $161,160 Auto Dealerships + Commercial Scenario 2 108,000 - - $122,400 $38,760 $161,160 Total Building Tax Collected (1) Rec Center Fund Tax Collected (2) % Material CIF Total Windsor Use Construction Description Sq Ft Cost / Sq Ft Cost Tax Collected 1.5 Packet Pg. 66 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 8 personal property estimates. For commercial retail and office, BBC gathered personal property data on properties throughout Larimer County that resemble the expected scenario development. The Town mill levy is 12.03, which is applied to both real and personal property. Figure 5 below presents the assessed value and tax revenues for real and personal property under the different scenarios. The auto dealerships are estimated to generate over $40,000 in annual property tax revenues, with pad development in either Commercial Scenario 1 or Commercial Scenario 2 contributing an additional $8,000. Figure 6 compares existing property tax revenue ($10,000) to the projected annual property tax amounts associated with the development. The project is expected to increase property tax by $40,000 per year. Figure 5. Projected Annual Property Tax Revenue Note: (1) Commercial assessed value is 29% of actual value. Source: BBC Research & Consulting. Figure 6. Annual Property Tax Revenue Comparison—Current and Projected Note: (1) Commercial assessed value is 29% of actual value. Source: Larimer County Assessor; BBC Research & Consulting. Other annual municipal revenues. BBC utilized the Town’s existing fiscal model to estimate other recurring municipal revenues associated with site development and operation, as well as municipal expenditures (see following page). These revenues include charges for services, fines and forfeitures, licenses and permits, intergovernmental revenue and other ++ Commercial Commercial Assessed Value (1) Real Property $3,153,911 $3,733,911 $3,733,911 Personal Property $261,000 $304,500 $348,000 Annual Property Tax Collected Real Property $37,942 $44,919 $44,919 Personal Property 3,140 3,663 4,186 Total Annual Property Tax Collected $41,081 $48,582 $49,105 Auto Dealerships Scenario 2 Auto Dealerships Auto Dealerships Property Tax Description Scenario 1 Current Conditions $833,920 $10,032 - Auto Dealerships + Commercial Scenario 1 $4,038,411 $48,582 $38,550 Auto Dealerships + Commercial Scenario 2 $4,081,911 $49,105 $39,073 Tax Revenue Assessed Tax Revenue Increase Over Current Property Tax Situation Value (1) (General Fund) 1.5 Packet Pg. 67 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 9 miscellaneous tax revenues.9 The Town’s fiscal model derives the commercial component of these additional revenues on a per full-time employee basis. The Town’s model assumes each full-time employee will generate $208.36 in other municipal revenues. 10 The auto dealerships provided BBC with estimates for the number of full-time employees. For number of full-time employees under various commercial development scenarios, BBC used 400 square feet per employee for commercial retail and 250 square feet per employee for office space.11 Figure 7 shows the anticipated number of full-time employees on the development under various situations and the corresponding annual municipal revenues generated, which are not captured elsewhere in the revenue model. The Town is expected to collect an additional $40,000 per year in General Fund revenues as a result of the auto dealerships operational activity.12 The inclusion of commercial activity increases the amount to roughly $55,000 per year under both commercial development scenarios. Figure 7. Other Annual Municipal Revenues Note: It is assumed that all other annual municipal revenues support the Town of Windsor General Fund. Source: Town of Windsor Fiscal Model Output; BBC Research & Consulting. Capital expansion fees. The Town assesses capital expansion fees on new construction. Capital expansion fees are assessed for sewer plant investment, water plant investment, storm drainage and road impacts. These fees are an important revenue source for Town capital projects. Capital expansion fees assessed on the development will generate substantial revenue for the Town, estimated to be between $830,000 and $840,000 depending on the pad development use mix (retail vs. office). The auto dealerships are estimated to account for roughly three-quarters of capital expansion fee revenues ($615,000). Figure 8 on the following page presents the revenue generated from each capital expansion fee. 9 Only revenues not captured elsewhere in the model are included. See footnote 10 (below) for additional details. 10 In the Town’s fiscal model, employees are used as a proxy for the scale of a commercial operation, production of certain municipal revenues and demand for municipal services. BBC excluded the following the following revenues from the annual municipal revenues calculation, so not to double count revenues: building permits; planning fees; SAFEbuilt collection fees; and traffic impact fees. These adjustments reduce the annual revenue per employee from $246.85 (default amount in Town’s fiscal model) to $208.36 . 11 The square footage per employee values come from the Town of Windsor Fiscal Model default assumptions. 12 Other annual municipal revenues are assumed to support the Town of Windsor General Fund. Development Scenario Auto Dealerships Only 204 $42,505 Auto Dealerships + Commercial Scenario 1 254 $52,923 Auto Dealerships + Commercial Scenario 2 269 $56,049 Projected Number Town of Windsor of Site FTE Municipal Revenues (1) 1.5 Packet Pg. 68 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 10 Figure 8. Capital Expansion Fees (One-Time) Note: (1) Storm drainage fee is based upon the following equation: New Growth Basin Impact Fee = (Impervious Rate Factor) X (New Growth Basin Impact Fee Factor) X (Area in sq ft) Commercial Impervious Rate Factor = 0.95, New Growth Basin Impact Fee Factor = $0.1838 per sq ft. Source: Town of Windsor Development Fee Schedule 2015; BBC Research & Consulting. Permit fees. Town building inspections are completed by a private contractor.13 BBC consulted the contractor to estimate building and electrical permit fees associated with the development. The Town receives 25 percent of the administered building, electrical and plan review fees. Figure 9 displays the estimated building, electrical and plan review fees, as well as the revenues that would accrue to the Town.14 Permit fees paid by the auto dealerships are estimated to total over $7,500, with total development permit fees expected to generate $11,000, conditional on specific pad development characteristics. 13 The Town of Windsor contracts with SAFEbuilt for building permits. 14 BBC removed building, electrical and planning fees from the Other Annual Revenues calculation to ensure no double counting of permit related revenues. SAFEbuilt collection fees were also removed from the Other Annual Revenues calculation. Sewer Plant Investment Fee Auto Dealership Meter Size - 1.5" $16,808 3 $50,424 Commercial Pad Development Meter Size - 1" $7,128 4 $28,512 Total 7 $78,936 Water Plant Investment Fee Auto Dealership Meter Size - 1.5" $30,801 3 $92,403 Commercial Pad Development Meter Size - 1" $13,062 4 $52,248 Total 7 $144,651 Storm Drainage Fee (1) Auto Dealership 30 Impervious Acres 1,306,800 $228,180 Commercial Pad Development 9.9 Impervious Acres 95% x 0.1838 x sq ft 431,244 $75,300 Total 39.9 Impervious Acres 1,738,044 $303,480 Road Impact Fee per 1,000 sq ft Auto Dealership $2,760 88,000 $242,880 Commercial Scenario 1 General Retail $3,476 20,000 $69,520 Commercial Scenario 2 General Retail $3,476 10,000 $34,760 Office General $2,840 10,000 $28,400 Total Capital Expansion Fees Auto Dealerships $613,887 Auto Dealerships + Commercial Scenario 1 $839,467 Auto Dealerships + Commercial Scenario 2 $833,107 Assumption Capital Expansion Fee Type Detail or Sq Ft or Sq Ft Fee Cost per Structure # of Structures Total 1.5 Packet Pg. 69 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 11 Figure 9. Permit Fee Revenue (One-Time) Note: (1) Building permit fees are based upon the structure’s valuation. SAFEbuilt provided general estimates, which BBC then adjusted based on anticipated valuation. (2) Electrical permit fees are based upon the structure’s valuation and electrical requirements. SAFEbuilt provided general estimates, which BBC then adjusted based on anticipated valuation. Source: BBC Research & Consulting. CAC special fees. As discussed above, the land parcel under consideration for development is located in the Corridor Activity Center (CAC). Town of Windsor Ordinance No. 2012-1440 identifies CAC parcels and presents the total to be assessed on each. Figure 10 shows the original CAC fee total for each parcel, the current total amount owed (3.05 percent annual inflation applied—2012 original year) and the expected one-time payment due to the Town of Windsor; the CAC fee will be completely repaid in seven years. Figure 10. CAC Special Fees (One-Time) Note: (1) Adjusted for inflation at an annual rate of 3.05% as stated in the Town of Windsor Ordinance, original year was 2012. Totals represent the net present value in 2015 dollars. (2) Assumes repayment of special fees over seven year period. Actual payments are in quarterly installments. Annual payment total is the net present value in 2015 dollars. Source: Town of Windsor Ordinance NO. 2012-1440; BBC Research & Consulting. Building Permit Fees (1) Auto Dealership $13,022 Commercial Pad Development $6,543 Electrical Permit Fees (2) Auto Dealership $8,970 Commercial Pad Development $2,760 Plan Review Fees Auto Dealership $8,464 Commercial Pad Development $4,253 Total Permit Fees Auto Dealerships $30,456 Auto Dealerships + Commercial Scenario 1 / Scenario 2 $44,012 Total Permit Fee Revenue Collected by Town (25% of Building, Electrical, Plan Review Fees) Auto Dealerships $7,614 Auto Dealerships + Commercial Scenario 1 / Scenario 2 $11,003 Development Fee Type Detail Tax Collected Assumption General Fund 65% of Building Permit Fee Independent Calculation Independent Calculation Land Parcel 22.8 Acre Parcel (North) $189,847 $207,753 $29,679 30.0 Acre Parcel (South) $127,828 $139,885 $19,984 Total $317,675 $347,638 $49,663 Original Fee 2015 Fee 2015 Annual Total Amount Total Amount (1) Payment Amount (2) 1.5 Packet Pg. 70 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 12 Revenue Summary. Figure 11 presents a summary of annual municipal revenues under various development scenarios. Each scenario anticipates the auto dealership and commercial retail/office space development to contribute significantly to the Town of Windsor’s General Fund, Capital Improvement Fund and Community and Recreation Center Fund. Under the most conservative development scenario (auto dealership development only), the Town of Windsor is estimated to collect over $240,000 in annual taxes, excluding the CAC fee. With commercial retail/office space development, annual tax revenues are estimated to be between $360,000 and $455,000. Figure 11. Annual Revenue Summary Source: BBC Research & Consulting. In addition to annual municipal revenues, the development would lead to significant one-time payments to the Town. Figure 12 shows the contribution to various funds under the three development scenarios, ranging from $740,000 to $1 million. The CAC total fee amount is presented independently and would result in an additional $350,000, paid over seven years. Figure 12. One-Time Fiscal Revenue Summary Note: (1) Adjusted for inflation at an annual rate of 3.05% as stated in the Town of Windsor Ordinance, original year was 2012. Totals represent the net present value in 2015 dollars. Source: BBC Research & Consulting. Development Scenario Auto Dealerships Only $155,684 $48,064 $38,051 $241,799 Auto Dealerships + Commercial Scenario 1 $263,602 $108,064 $85,551 $457,218 Auto Dealerships + Commercial Scenario 2 $222,251 $78,064 $61,801 $362,116 Annual General Fund Annual Town of Windsor Tax Collected Tax Collected Annual CIF Tax Collected Annual Rec Center Fund Tax Collected Development Scenario Auto Dealerships Only $7,614 $335,280 $29,260 $371,007 $743,161 Auto Dealerships + Commercial Scenario 1 $11,003 $122,400 $38,760 $839,467 $1,011,630 Auto Dealerships + Commercial Scenario 2 $11,003 $122,400 $38,760 $833,107 $1,005,270 CAC Fee (1) CAC Fee (Collected Over 7 Years) - - - - $347,638 General Fund CIF Rec Center Fund Town of Windsor Tax Collected Tax Collected Tax Collected Tax Collected Enterprise Funds (1) Tax Collected 1.5 Packet Pg. 71 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 13 Municipal Expenditures BBC coordinated with the Town of Windsor to utilize the Town’s existing fiscal model for estimating municipal expenditures. Town expenditures related to the development are forecasted on a full-time employee basis, meaning that the model distributes and estimates Town expenditures based upon the number of employees expected to work at the site. The Town of Windsor fiscal model assumes $658.58 of commercial related municipal expenditure per full-time employee. Figure 13 presents projected full-time employees and the estimated annual cost to the Town of Windsor under various scenarios.15 Municipal expenditure related only to the auto dealerships is estimated at around $135,000 per year. The highest anticipated fiscal expenditure is roughly $175,000 per year, which includes an additional 65 full-time employees, associated with commercial/office development. Figure 13. Annual Fiscal Expenditure Summary Source: Town of Windsor Fiscal Model Output; BBC Research & Consulting. Summary of Fiscal Impact BBC estimates that the auto dealerships and associated commercial retail/office space will produce net fiscal benefits to the Town of Windsor under all development scenarios considered for this analysis (Figure 14). The auto dealerships are expected to generate an annual net fiscal benefit of over $105,000. Including the CAC fee, each development scenario is estimated to generate at least $1.1 million in one-time tax and fee revenues for the Town of Windsor. Figure 14. Overall Fiscal Summary Note: (1) CAC fee included in one-time taxes collected, however, this fee is expected to be paid over seven years. Source: BBC Research & Consulting. 15 The Town of Windsor Fiscal Model also estimates the number of employees expected to reside within the Town (any existing Windsor residents working at the auto dealerships would be excluded), which is then used to calculate the Town’s increased residential expenditure. BBC has not incorporated the residential expenditure component of the Town’s model because the revenue model does not quantify residential revenues (property tax, sales tax, fines and fees, etc.). Additionally, given the close proximity of the auto dealerships’ current locations and the proposed site, it is unlikely that the auto dealerships existing labor force would relocate to the Town of Windsor. Development Scenario Auto Dealerships Only 204 $134,350 Auto Dealerships + Commercial Scenario 1 254 $167,279 Auto Dealerships + Commercial Scenario 2 269 $177,158 Municipal Expenditures Projected Number Town of Windsor of Site FTE Development Scenario Auto Dealerships Only $241,799 $134,350 $107,449 $1,090,799 Auto Dealerships + Commercial Scenario 1 $457,218 $167,279 $289,938 $1,359,268 Auto Dealerships + Commercial Scenario 2 $362,116 $177,158 $184,958 $1,352,908 Revenues Expenditures Outcome Tax Collected (1) Annual Municipal Annual Municipal Net Municipal One-Time 1.5 Packet Pg. 72 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) PAGE 14 Other public benefits. In addition to the model’s quantified fiscal revenue estimates, the development of the auto dealerships and commercial retail/office space will generate secondary benefits that will stimulate the local economy and lead to additional fiscal revenue sources. From data provided by Fort Collins DCJR, customers travel throughout the western United States for automotive purchases. With customers traveling from as far away as North Dakota, it is likely that a portion of customers to the auto dealerships will spend a night within the Town of Windsor, generating lodging and dining expenditures that result in taxable revenues. Even on a local customer scale, customers visiting the dealerships are likely to frequent nearby retail and dining (existing and/or future) while visiting the auto dealerships. Also, the employees working at the auto dealerships, retailers or offices will stimulate the local economy through regular meal purchases and retail shopping. The Westgate Retail Center, located directly north of the proposed development, currently has roughly 8,000 square feet of vacancy (40 percent of the entire property). Due to the increased traffic volume associated with the auto dealerships, as well as the commercial space, it is likely that the center will become a more attractive business location. One commercial real estate broker stated that any non-competing development would be welcomed, as properties and businesses located off of the Interchange are in need of increased traffic and patronage. Each new business to the Town of Windsor represents additional tax revenue through sales, property tax and permitting fees. Lastly, a Fiat auto dealership will likely be constructed on the site, which is not expected to impede the construction of commercial development. The 20,000 square foot Fiat auto dealership would increase the annual net fiscal benefit to about $130,000 (auto dealerships only), an increase of $25,000 per year. BBC also estimates the Fiat auto dealership would generate around $165,000 in one-time tax and fee revenues. We hope this analysis is useful in assessing the net fiscal consequences of the auto dealership and commercial retail/office space development. Please feel free to contact us with any questions. Sincerely, Adam D. Orens Managing Director 1.5 Packet Pg. 73 Attachment: BBC Research & Consulting Report, March 4, 2015 (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) Amendments to Revenue Sharing Agreement – Economic Health Office Analysis April 29, 2016 The Economic Health Office (“EHO”) was requested to prepare an initial assessment of the proposed changes to the IGA between Windsor and Fort Collins with respect to development in the I-25/SH392 Corridor Activity Center (IGA), specifically the proposed changes to the revenue sharing portion. The results of the initial assessment are summarized below:  Original Revenue Share Analysis – EHO staff prepared a summary memorandum used during negotiations of the revenue sharing agreement that relied on an analysis prepared by BBC Research & Consulting (“BBC”). The BBC analysis estimated annual revenues generated in the area subject to the IGA would grow to $6.3 million at full development. Approximately 21 percent of these revenues would be generated on the west side of I-25 in the City of Fort Collins. The remaining would be generated on the east side in the Town of Windsor. The agreed upon revenue share agreement calls for each community to retain 65 percent of the eligible revenue and share 35 percent. Simple math indicates that Fort Collins would gain more than it shares if development met expectations used in the BBC model.  Rezoning of Retail Land to Residential – The rezoning of 45 acres of previously retail land to residential for single family development will reduce the amount of sales tax generated for revenue sharing. A specific amount was not estimated as part of the initial assessment; however, the proposed 45 acres represents nine percent of the total acreage on the east side of the interchange. This can act as a proxy for the magnitude of the potential impact.  Car Dealership Exclusion – Adding Car Dealerships as an allowed use and enabling their development on 38 acres of land will also reduce the potential sales tax from the original estimates. Car dealerships generate less sales tax revenue per square foot of development then retail uses; only parts are subject to sales tax. In addition, Car Dealerships generate Use Tax through the sale of vehicles; however, these revenues are always remitted to the place of residence in Colorado and, therefore, will continue to flow to the City. Initial estimates suggest that Car dealerships will generate between 75 and 80 percent less sales tax then retail uses on the proposed sites.  Loss from Relocation of Car Dealerships – The City will not only loose some potential revenue through the reduction of sales tax subject to the revenue sharing agreement with Windsor. The City will also loose sales tax revenue if the dealerships relocate to Windsor and halt all operations in Fort Collins. This revenue loss would likely be much larger than the loss of revenue from excluding the Car Dealerships from the revenue sharing portion of the IGA. This of course is a risk that exists regardless of the proposed changes to the IGA, as the dealers have not been able to identify suitable sites to relocate or expand in the City of Fort Collins. At most, requiring revenue sharing for the car dealerships will recover about a third of the lost revenue from relocation. The initial analysis completed by the EHO does not provide a complete estimate of the potential loss of shared revenue from the proposed changes to the IGA. However, it does provide some useful insight 1.6 Packet Pg. 74 Attachment: Economic Health Office Analysis of Amendments to the Revenue Sharing Agreement (4399 : I-25/SH 392 Corridor Activty Center into the potential impact. Clearly proposed changes, single family and car dealerships both exempt, will result in less revenue generated for sharing. However, it’s unclear if these changes will fully erode the benefit Fort Collins originally estimated to gain given the disparity in sales tax generation on the two sides of I-25. 1.6 Packet Pg. 75 Attachment: Economic Health Office Analysis of Amendments to the Revenue Sharing Agreement (4399 : I-25/SH 392 Corridor Activty Center 1 I-25/SH 392 Intergovernmental Agreement Amendments Tom Leeson, Community Development & Neighborhood Services Director 5-10-16 ATTACHMENT 7 1.7 Packet Pg. 76 Attachment: Powerpoint presentation (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) I-25/SH 392 IGAAmendments 2 November 7, 2015 Joint Work Session • Amend IGA to allow Automobile Dealerships and Single Family • Add Definitions • Enhance Design Standards • Maintain Original Intent 1.7 Packet Pg. 77 Attachment: Powerpoint presentation (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) I-25/SH 392 IGAAmendments 3 • Staff from Fort Collins and Windsor worked on Enhanced Design Standards • Town of Windsor held public meetings and Board work sessions • Fort Collins received formal proposal from Windsor on April 11, 2016 1.7 Packet Pg. 78 Attachment: Powerpoint presentation (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) I-25/SH 392 IGAAmendments 4 Town of Windsor Proposed Amendments • Add “Single-Family Detached Residential” and “Automobile Dealerships” to list of permitted uses and definitions • East of I-25 only – remain prohibited uses west of I-25 • Limitations on additional permitted uses 1.7 Packet Pg. 79 Attachment: Powerpoint presentation (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) I-2392 IGAAmendments 5 Town of Windsor Proposed Amendments • Automobile Dealership Limitations • 38 acres • Northerly Moreland property 1.7 Packet Pg. 80 Attachment: Powerpoint presentation (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) I-2392 IGAAmendments 6 Town of Windsor Proposed Amendments • Automobile Dealership Limitations • 38 acres • Northerly Moreland property 1.7 Packet Pg. 81 Attachment: Powerpoint presentation (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) I-25/SH 392 IGAAmendments 7 Town of Windsor Proposed Amendments • Enhanced Design Standards: • Site Design • Landscaping • Parking Lot Screening • Buffer Yards • Building Design • Lighting • Noise • Outdoor Display • Alternative Compliance 1.7 Packet Pg. 82 Attachment: Powerpoint presentation (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) I-25/SH 392 IGAAmendments 8 Town of Windsor Proposed Amendments • Enhanced Design Standards: • IGA Sec. 3.3.1.b • “…except that the Enhanced CAC Design Standards may be modified by Town ordinance, adopted in accordance with the Town’s Home Rule Charter, notice of which shall be presented to the City no later than thirty (30) days prior to ordinance introduction.” 1.7 Packet Pg. 83 Attachment: Powerpoint presentation (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) I-25/SH 392 IGAAmendments 9 Town of Windsor Proposed Amendments • Modifications to Revenue Sharing • No Revenue Sharing for Automobile Dealership and Single-family Residential Uses • BBC Study • Revenue will not cover costs 1.7 Packet Pg. 84 Attachment: Powerpoint presentation (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) I-25/SH 392 IGAAmendments 10 Town of Windsor Proposed Amendments • Transit Site Identification • Condition annexation on landowner agreements to identify (but not dedicate or reserve) a future transit site parallel to that being identified on the Windsor side. 1.7 Packet Pg. 85 Attachment: Powerpoint presentation (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) I-25/SH 392 IGAAmendments 11 Specific Question to be Answered: Does Council support the proposed amendments to the IGA between Windsor and Fort Collins with respect to development in the I-25/SH392 Corridor Activity Center? 1.7 Packet Pg. 86 Attachment: Powerpoint presentation (4399 : I-25/SH 392 Corridor Activty Center IGA Amendments) DATE: STAFF: May 10, 2016 Kirsten Howard, PFA Senior Budget & Board Coordinator Tom DeMint, PFA Fire Chief Ann Turnquist, PFA Director of Administrative Services WORK SESSION ITEM City Council SUBJECT FOR DISCUSSION Poudre Fire Authority Performance Update. EXECUTIVE SUMMARY The purpose of this item is to review 2015 performance measurements and metrics, goals, actual spending to budget, benefits to the community related to strategic outcome goals, operational efficiency, productivity improvements, and issues of concern to Poudre Fire Authority, the Poudre Valley Fire Protection District, and the City. GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED Poudre Fire Authority will provide its 2015 annual report. BACKGROUND / DISCUSSION The 2014 Amended and Restated Intergovernmental Agreement (IGA), between the Poudre Valley Fire Protection District (PVFPD) and the City of Fort Collins, establishing the Poudre Fire Authority (PFA) stipulates that the Authority will provide an annual report regarding the activities and accomplishments of the Authority to the City and District annually. Chief DeMint’s goal in providing this report is to reflect on the progress of continuous improvement efforts and the ever increasing attention to evidence-based, data-driven decision making. This work session represents the second annual report to City Council. The same report will be made to the PVFPD Board in May to fulfill the reporting requirement of the IGA. Report Highlights:  PFA became an internationally recognized accredited department through the Center for Public Safety Excellence.  “Stories” from public education successes and a typical multi-family residential structure fire are highlighted to illustrate community learning lessons.  The Government Finance Officers Association recognized PFA’s accounting practices through its excellence award upon the first submission of PFA’s Comprehensive Annual Financial Report.  Improved total response time by nearly one minute to 7 minutes 47 seconds for first arriving unit to emergent incidents in the urban area (from dispatch greeting to PFA arrival greeting) 90% of the time. Through the accreditation process, call-processing times have been reduced by one minute compared to the performance in 2014. In addition, PFA is continuing to use the accreditation process to strive for response times that meet or exceed the PFA’s standard of 6:20 in the urban area.  PFA completed a new IGA with Timnath to begin construction of Station 8 (Timnath) providing a higher level of service and improved response times in the Southeast portion of the PFA jurisdiction.  In the fifth of ten years of funding through the Keep Fort Collins Great program, PFA customers continue to benefit from greater staffing levels, improved apparatus funding, and high priority public education programs.  At the groundbreaking for new, fully staffed Station 8, volunteers were recognized for many years of service to the community at volunteer Station 8. 2015 also saw significant program changes to the volunteer program to emphasize emergency medical responses and wildland fire service rather than structure fire responses. 2 Packet Pg. 87 May 10, 2016 Page 2 This annual report continues to reflect the major change in reporting since this annual report will be presented for the second time in an electronic format. The purpose of the electronic presentation is to provide a transparent, accessible summary of PFA’s role in the community, services provided, and performance over the past year. The electronic annual report will be available on Monday, May 9, 2016, to City Council and the community on the web at www.pfaannualreport.com. This report provides summary data, video clips, photographs, citizen testimonials and “stories” that highlight significant calls from 2015. It also provides a link to the full written annual report for community members who desire additional, more detailed information, and data about PFA. A major goal of the electronic version of the report will be to reach a broader range of interested community members in a way that will be appealing and accessible. The report will be promoted by PFA’s new Communication Manager, Madeline Noblett, through a variety of social media outlets, such as Facebook and Twitter, and the PFA web page. An additional two page summary of the annual report will be available for distribution through other outlets and as a reference to City Council members and PFA/PVFPD Board members. During this work session, PFA staff will review the online summary report with City Council and provide the opportunity to discuss the overall performance of PFA in fulfilling its responsibilities under the IGA between the City and the PVFPD. ATTACHMENTS 1. PFA Annual Report (PDF) 2 Packet Pg. 88 PFA SERVICE AREAS TYPES OF CALLS (%) MEDICALS GOOD INTENT CALLS FALSE ALARMS SERVICE CALLS HAZARDOUS CONDITIONS FIRES/ EXPLOSIONS OTHER REQUESTS FOR SERVICE 74% 11% 7% 4% 2% 2% To protect life and property by being prompt, skillful, and caring. Our actions are anchored in the core values of courage, leadership, and duty. Proudly serving Fort Collins, Timnath, LaPorte, Bellvue, Horsetooth, and Redstone Canyon, Colorado. LEADERSHIPDUTY I/we will model, promote, and inspire; lead by example; and demon- strate unconditional positive respect. I/we will act courageously for what is right. COURAGE I/we will respectfully communicate, promote, and accept the highest moral action regardless of outcome or risk to self. TESTIMONIALS “I want to thank the PFA and EMS for such a rapid response this morning. Back locked up so bad I couldn't breathe from a few-years-old deployment injury. Literally had to carry me down the stairs. Keep up the good work PFA. When it comes to voting/funding PFA initiatives locally, I know which way I'll be casting my vote.” STRYKER ZIDER “A HUGE thank you to the PFA Engine 3, B shift crew for assisting in the birth of my little man who decided to come too quickly to make it to the hospital. Our community is very lucky to have such great people serving it!” JASMINE MARCHMAN “Thank you so much for your help when our house BY THE NUMBERS YEAR IN PHOTOS BUDGET WANT TO LEARN MORE? CHECK OUT THE FULL 2015 ANNUAL REPORT www.pfaannualreport.com OPERATIONS $18.3M SUPPORT $3M ADMINISTRATION $2.4M COMMUNITY SAFETY SERVICES $2M TOTAL CAPITAL EXPENDITURES $1.4M GRANTS AND NON-CAPITAL SERVICES $277K LEASE PURCHASE $234K CITY & FIRE DISTRICT TAXES $25.8M (INCLUDES KFCG FUNDING) FEES AND CHARGES FOR SERVICES $1.7M CAPITAL FUND REVENUE $1.4M EARNINGS ON INVESTMENTS $78K GRANTS AND NON-CAPITAL PROJECTS $67K MISCELLANEOUS REVENUE $53K TOTAL EXPENDITURES: $27.6M 2015 BUDGET TO ACTUAL EXPENDITURES: UNDERSPENT BY $728K (2.7%) 2015 RESERVES: $5.7M (OR 20% OF THE BUDGET) TOTAL REVENUE: $29.1M FIREFIGHTERS: 171 RESPONSE TIME: FIRE DEATH & INJURY: DEATHS 8% ARE WOMEN CIVILIANS FIREFIGHTERS 0 6 INJURIES PER 100,000 0 DEATHS 26 INJURIES 7:39 WE'VE GOTTEN FASTER BY A MINUTE! 90% OF THE TIME, WE’LL BE THERE IN 7 MIN, 39 SECONDS OR LESS. NATIONAL STANDARD: 6:20 MINUTES 90% OF THE TIME. 2.1 DATE: STAFF: May 10, 2016 Tim McCollough, Light and Power Operations Manager Kevin Gertig, Utilities Executive Director Chris Parton, Asset Manager WORK SESSION ITEM City Council SUBJECT FOR DISCUSSION Light & Power Reliability Update. EXECUTIVE SUMMARY The purpose of this item is to provide an overview of the Utilities Light and Power Operations reliability improvement efforts, opportunities, and accomplishments. GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED Staff is providing an update of current and future efforts and is requesting Council feedback. BACKGROUND / DISCUSSION Reliability Metrics Electric service reliability is increasingly important to all types of electric customers. Electric service reliability is useful in attracting new economic development and retaining existing industrial customers. Reliability from the customer’s standpoint means good power quality (voltage and frequency) and few, if any, interruptions of service and, when interruptions do occur, rapid restoration of service. The most commonly used service reliability indices for electric distribution utilities end-use customers are identified by the following acronyms:  SAIDI, or the System Average Interruption Duration Index, is the average number of minutes of service interruption experienced on our electric distribution system per customer.  SAIFI, or the System Average Interruption Frequency Index, is the average number of sustained (greater than one minute) service interruptions on our electric distribution system per customer.  CAIDI, or the Customer Average Interruption Duration Index, is the average length of a service interruption for those customers who have experienced and outage.  MAIFI, or the Momentary Average Interruption Frequency, is the average number of momentary (less than one minute) service interruptions experienced on our electric distribution system per customer. It is important to note that reliability metrics are calculated and reported on a rolling twelve month basis each quarter. A single outage will impact the reliability metrics for a full year after the event. For many years, Fort Collins Utilities customers have enjoyed the high reliability of an underground electric distribution system. Being nearly 100% underground, the electric distribution system is not exposed to many of the leading industry causes of electric outages such as ice, wind, lightning, vegetation growth and squirrels. But the system is not without exposure. The distribution system is exposed to ground water, corrosion, humans with excavation equipment, and other forces of entropy that can cause equipment to fail and service to be interrupted. Table 1 gives a summary of current reliability metrics, some of the industry benchmarks, and Fort Collins Utilities goals. 3 Packet Pg. 91 May 10, 2016 Page 2 Table 1: Fort Collins Utilities Reliability Statistics Metric APPA 2013 Regional Average 2015 Energy Policy Goal Community Dashboard Goal Fort Collins Utilities Data Q1 2016 System Average Interruption Duration Index (SAIDI) 53.05 n/a 22.05 20.60 System Average Interruption Frequency Index (SAIFI) 1.02 0.66 n/a 0.36 Customer Average Interruption Duration Index (CAIDI) 78.69 45 n/a 56 Momentary Average Interruption Frequency Index (MAIFI) 2.51 0.35 n/a 0.01 SAIDI This reliability update will focus only on SAIDI metric. As a point of reference the average annual value of SAIDI among 89 public power utilities responding to a 2013 American Public Power Association reliability survey from across the United States was approximately 70 minutes. The quarter of the worst reliability in the past 5 years is approximately twice as good as the APPA reported national average. Service interruptions happen more frequently between March and October during the peak load season driven by higher electric demand, higher consumption, and other environmental factors such as heat and construction activities that add stress to the system. Figure 1 shows a two year quarterly trend of the SAIDI metric. Note that there was a step increase in SAIDI number in Q4 2014 and again in Q3 2015. Figure 1: Fort Collins Utilities System Average Interruption Duration Index - Annual Basis 3 Packet Pg. 92 May 10, 2016 Page 3 SAIDI by Quarter To show the impact of individual outages more clearly, it is useful to calculate SAIDI for a shorter time period. Figure 2 is a chart of the quarterly SAIDI data calculated for that quarter rather than the industry standard of a 12- month period. Figure 2 shows the underlying pattern of reliability and the primary drivers of the Q4 2014 and Q3 2015 step increases in the annual SAIDI number. Q4 2014 was the worst performing quarter for reliability in the past five years. A single notable outage event in November of 2014 accounted for 75% of SAIDI minutes in the fourth quarter and also affected the metric in the first three following quarters of 2015. The root cause of that outage is well understood by staff and corrective actions are in place to prevent any future occurrence of an outage related to this root cause. The most recent quarter, Q3 2015, was the second worst performing quarter in the past five years for customer outage minutes. Although there were multiple events in that quarter that caused customer outage minutes, three of the outages are all related to a single type of cable that failed and account for more than 70% of the SAIDI minutes. Figure 2: Fort Collins Utilities System Average Interruption Duration Index - Quarterly Basis with Notable Events and Avoided Minutes Asset Inventory and Condition Assessment Two of the most valuable and critical components in the system are underground cable and transformers, both of which have finite lives. Age, unfortunately, is not the only predictor of failures. Many other factors contribute to the failure mechanisms the system can experience. Some of the other factors include high component utilization leading to thermal failures, environmental conditions creating corrosion or compromising the electrical insulation of cable, manufacturing defects, and human damage. 3 Packet Pg. 93 May 10, 2016 Page 4 Every time an outage is experienced or an asset is identified that is a risk to the reliability of the system, the root cause mechanisms are studied in the Standards Engineering Laboratory. This data helps identify the risks to the reliability of the system. In order to more accurately predict where failures may occur, a focused effort began in 2015 to complete a full asset inventory and condition assessment of the electric distribution system. There are approximately 12,235 points of inspection identified and more than 1,919 miles of underground cable included in this inspection effort. One of the existing lineworker crews began the task in early 2015 of visiting every inspection point of the system to gather the asset information and collect condition assessment data. This project was expected to take five years to complete. In October 2015, additional crews were added to accelerate the condition assessment effort and the project prioritized to collect data on the highest risk and highest impact assets first. The condition assessment on the portion of the system that poses the highest risk is already complete and the remaining inspections will be complete by the end of 2017. The condition assessment uses multiple inspection techniques and tools, including:  Visual inspection: Identifies component corrosion or environmental hazards  Infrared Thermography: Identifies thermal heating indicative of pending failures  Advanced Metering Infrastructure: Voltage alarms from the meters identify bad electrical connectors that are degraded or other transformer related issues. Avoided Outage Minutes A co-benefit of the asset inventory and condition assessment is that crews have an opportunity to inspect the system and have subsequently identified several components that were pending immediate failure. When these components are identified, immediate action is taken to replace them. This preventative maintenance avoids an unplanned outage and has direct positive impact on reliability. A metric was created to describe avoided outage minutes related to these maintenance activities. Figure 3 displays the annual SAIDI reliability metric and includes the contribution of the notable events from Q4 2014 and Q3 2015 and also the impact that the avoided outage minutes would have had on the reliability of the system. In 2015 staff estimates that SAIDI reliability performance has improved by 18% from what could have been experienced had the maintenance not been performed. 3 Packet Pg. 94 May 10, 2016 Page 5 Figure 3: Fort Collins Utilities System Average Interruption Duration Index - Annual Basis with Notable Events and Avoided Minutes Asset Management Plan Process Map The asset management program uses the asset inventory and condition assessment data and the failure data from the Standards Engineering Laboratory to develop dynamic risk registers for each asset in the distribution system. This risk register prioritizes replacement of existing infrastructure based on the impact to the customer if the asset experiences a failure. This risk register also identifies different management and inspection strategies based on the type of asset and its importance to system operation. These management strategies are documented in asset management plans which, in turn, drive capital investment in an attempt to manage risk in the distribution system and ensure a high level of reliability to customers. Finally, these capital improvements require adequate funding at the appropriate time. These funding needs are identified in the Utilities Strategic Financial Plan. Capital Improvement Plan for Asset Management The capital improvement plan for the Light & Power Enterprise Fund consists of three types of capital improvements:  Improvements to serve new growth in the service territory  Improvements related to the annexation of infrastructure owned by other electric service providers  Improvements to existing infrastructure that will improve reliability for existing customers. A fourth potential category of capital project is improvements related to the adoption of the Climate Action Plan (CAP). It is uncertain how capital projects related to CAP will affect the enterprise. Projects that are the result of asset management analysis will generally fall under the third category mentioned above, improvements to existing infrastructure. As the distribution system continues to age and staff identifies 3 Packet Pg. 95 May 10, 2016 Page 6 reliability risks factors in the system, these projects will grow in number. It is imperative that these projects be identified, funded, and constructed in a timely manner to ensure a high level of service to Light & Power customers is maintained. Table 2 gives a summary of the Capital Improvement Plan looking forward ten years. System renewal accounts for approximately 25% of anticipated capital dollars. Table 2: Light & Power Capital Improvement Plan Category 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 New Capacity $4.7 $3.6 $1.0 $1.8 $3.0 $7.6 $13.4 $3.3 Annexations $0.1 $3.0 $3.0 $3.0 $3.0 $3.0 System Renewal $2.3 $2.3 $2.4 $2.4 $2.4 $2.2 $1.7 $1.7 $1.6 $1.4 In Millions ATTACHMENTS 1. Powerpoint presentation (PDF) 3 Packet Pg. 96 1 Light & Power Reliability Update ATTACHMENT 1 3.1 Packet Pg. 97 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) Outline • Reliability Metrics • Asset Inventory and Condition Assessment • Asset Management Plan • Capital Improvements for Asset Management • Questions 2 3.1 Packet Pg. 98 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) 3 System Average Interruption Duration Index Number of Minutes Number of Customers 3.1 Packet Pg. 99 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) SAIDI 4 0 5 10 15 20 25 30 35 40 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Number of Minutes SAIDI Annual SAIDI Annual: Goal 3.1 Packet Pg. 100 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) SAIDI by Quarter 5 0 2 4 6 8 10 12 14 16 18 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Number of Minutes SAIDI Quarterly SAIDI Quarterly: Goal 3.1 Packet Pg. 101 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) SAIDI by Quarter 6 0 2 4 6 8 10 12 14 16 18 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Number of Minutes SAIDI Quarterly: Adjusted SAIDI Quarterly: Notable Events SAIDI Quarterly: Goal 3.1 Packet Pg. 102 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) Asset Condition Assessment 7 Age not the only factor Inspections AMI Data 3.1 Packet Pg. 103 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) Asset Condition Assessment 8 3.1 Packet Pg. 104 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) SAIDI with Notable & Avoided 9 9.7 10.9 9.6 9.3 10.1 11.5 13.5 14.7 15.1 13.9 10.9 11.7 12.1 12.1 12.1 21.9 9.7 10.9 2.0 2.0 4.4 8.1 0 5 10 15 20 25 30 35 40 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Number of Minutes SAIDI Annual: Adjusted SAIDI Annual: Notable Events SAIDI Annual: Avoided SAIDI Annual: Goal 3.1 Packet Pg. 105 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) 10 3.1 Packet Pg. 106 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) Asset Management Planning 11 Asset Data Collection Dynamic Risk Register Asset Management Plans Capital Improvement Plans Strategic Financial Plans 3.1 Packet Pg. 107 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) Capital Improvement Plan Light & Power Capital Improvement Plan New Capacity Annexations System Renewal Asset Management Plans 12 3.1 Packet Pg. 108 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) Capital Improvement Plan 13 $0 $2 $4 $6 $8 $10 $12 $14 $16 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Future Years Capital Spend Millions New Capacity Annexations System Renewal Operational Tech Average Capital 3.1 Packet Pg. 109 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) 14 3.1 Packet Pg. 110 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) 15 Exceptional Service Electric Reliability 3.1 Packet Pg. 111 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) Questions 1. What additional information does Council need? 16 3.1 Packet Pg. 112 Attachment: Powerpoint presentation (4295 : Light & Power Reliability Update) was struck by lightning. Your response was fast, kind, and thorough. We so appreciated being able to trust you all to take care of us – it was really reassuring in this chaotic situation.” THE MOTLEY FAMILY “We would like to express our most sincere gratitude for your service and dedication. Both our tenants and us were blown away by the swift response and all the support we received. Thank you for the work you do and for everything you risk to keep us safe.” STEPHANIE AND CHRISTOPHER COX POUDRE FIRE AUTHORITY 2015 ANNUAL REPORT 85% INSIDE CITY LIMITS CALLS 19,100 RECEIVED THE MOST CALLS DOWNTOWN 52 CALLS A DAY MISSION 0.2% ATTACHMENT 1 2.1