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HomeMy WebLinkAboutCOUNCIL - AGENDA ITEM - 06/06/2017 - ITEMS RELATING TO CAPITAL EXPANSION FEES AND THE EAgenda Item 20 Item # 20 Page 1 AGENDA ITEM SUMMARY June 6, 2017 City Council STAFF Tiana Smith, Revenue and Project Manager SUBJECT Items Relating to Capital Expansion Fees and the Electric Capacity Fee. EXECUTIVE SUMMARY A. Second Reading of Ordinance No. 049, 2017, Amending Chapters 7.5, 8 and 24 of the Code of the City of Fort Collins Concerning Revisions to Terminology and Decreases and Phased Increases of the Capital Expansion Fees and Amending Section 3.3.2(G) of the Land Use Code to Revise Related Terminology. B. Second Reading of Ordinance No. 068, 2017, Amending Chapter 26 of the Code of the City of Fort Collins Regarding Calculation and Collection of Development Fees Imposed for the Construction of New or Modified Electric Service Connections. These Ordinances, unanimously adopted on first reading on May 16, 2017, adopt fee recommendations for capital expansion and transportation expansion fees and electric capacity fees effective beginning October 1, 2017. On first reading, Alternative 2 of Ordinance No. 049, 2017 was adopted, which provides for fee increases without any phasing in amounts less than what is recommended in the studies for the Capital Expansion Fees and the Transportation Expansion Fee for the lesser amount recommended in those studies. Alternative 3 will be presented to Council as requested. It provides funding for transportation improvements. A new Section 30 has been added to the Ordinance to direct the City Manager to appoint a working group of citizens and City staff to further study the issue of capital expansion and transportation expansion fees. This includes the appointment of a member of Council to act as a communications liaison between the Council and the City Manager and his working group. Discussion arose during First Reading of the Ordinance about how the new fees would apply to projects that are currently in the entitlement pipeline. Two suggested alternatives have been provided for Council consideration. STAFF RECOMMENDATION Staff recommends adoption of the Ordinances on Second Reading. BACKGROUND/DISCUSSION Alternative 3 is shown on Attachment 4, as requested by the City Council at First Reading. This alternative provides for fee increases as adopted on First Reading for Capital Expansion Fees and for “Option A” as described in the Transportation Capital Expansion Fee Study to fund the costs of the full Capital Improvement Program for transportation facilities. As currently provided in the Code, projects that have submitted a development application but have not yet been approved, or have been approved but have not yet been issued a building permit would be subject to the new fee schedule. It was suggested that the fees be based upon the rate at the time of submission of a Agenda Item 20 Item # 20 Page 2 completed development application, so that development projects in the entitlement pipeline are not subject to the new fees. If Council chooses to make this change, it is recommended that one of the two sentences below be added by motion to Code Section 7.5-16 (in Section 3 of the Ordinance, on page 2). This will add language expressly stating when the new fee schedule is applicable to development projects. The two are options are as follows: 1. Said fees shall be determined based upon the rate applicable either at the time of submission of a completed development application, if any, or if no development application is submitted, at the time of submission of a completed building permit application; OR 2. Said fees shall be determined based upon the rate applicable at the time of submission of a completed building permit application. ATTACHMENTS 1. First Reading Agenda Item Summary May 16, 2017 (w/o attachments) (PDF) 2. Impact Fee Working Team Project Definition (PDF) 3. Public Outreach Summary (PDF) 4. Alternative 3 (PDF) 5. Powerpoint presentation (PDF) Agenda Item 14 Item # 14 Page 1 AGENDA ITEM SUMMARY May 16, 2017 City Council STAFF Tiana Smith, Revenue and Project Manager SUBJECT Items Relating to Capital Expansion Fees and the Electric Capacity Fee. EXECUTIVE SUMMARY A. First Reading of Ordinance No. 049, 2017, Amending Chapters 7.5, 8 and 24 of the Code of the City of Fort Collins Concerning Revisions to Terminology and Decreases and Phased Increases of the Capital Expansion Fees and Amending Section 3.3.2(G) of the Land Use Code to Revise Related Terminology. (Alternative 1 or Alternative 2) B. First Reading of Ordinance No. 068, 2017, Amending Chapter 26 of the Code of the City of Fort Collins Regarding Calculation and Collection of Development Fees Imposed for the Construction of New or Modified Electric Service Connections. The purpose of this item is to consider adoption of fee recommendations for capital expansion and transportation expansion fees on a phased-timeline beginning October 1, 2017, and electric capacity fees effective beginning October 1, 2017, with no phasing. In early 2016, staff initiated comprehensive reviews of the Capital Expansion Fees, Transportation Expansion Fee (Street Oversizing) and the Electric Capacity Fee. In late 2016, staff conducted a thorough inventory of all fees across the City in order to better coordinate presentation of the holistic impact of fee recommendations to the community. Fee studies were also conducted for the Capital Expansion Fees and the Transportation Expansion Fee. Staff worked to integrate the messaging of these efforts to the community and to Council to illustrate the entire fee impact as well as how Fort Collins compares to neighboring cities’ impact fees. Capital Expansion Fees include the impact fees charged for Fire, Police, General Government, Community Parks and Neighborhood Parks. The Transportation Expansion Fee is also a Capital Expansion Fee, but is determined differently than the other Capital Expansion Fees. The Electric Capacity Fee is an impact fee imposed by the City’s Electric Utility. Ordinance No. 049, 2017, which provides for the changes to the Capital Expansion Fees and the Transportation Expansion Fee, is proposed in two alternative ordinances. Alternative 1 proposes the phasing of the full fee amounts recommended in the fee studies, while Alternative 2 provides for fee increases without any phasing in amounts less than what is recommended in the study for the Capital Expansion Fees and for the Transportation Expansion Fee for the lesser amount recommended in its study. STAFF RECOMMENDATION Staff recommends adoption of either Alternative 1 Ordinance No. 049, 2017 or Alternative 2 Ordinance No. 049, 2017, and adoption of Ordinance No. 068, 2017 on First Reading. ATTACHMENT 1 Agenda Item 14 Item # 14 Page 2 BACKGROUND / DISCUSSION Capital Expansion Fees Capital Expansion Fees are used to require new development to pay a proportionate share of infrastructure costs. The method of calculating the fees that the City of Fort Collins has used since 1996 is referred to as incremental expansion. This method works in the following manner:  New development pays a fee based on current infrastructure costs - they essentially “buy in” to the current system.  The revenues from the fees are then used to build new infrastructure to serve the new development and/or the increase in population that follows the development. For reference, Capital Expansion Fees are only paid for new development on residential properties and for re- development only in the case where additional dwelling units are added, i.e. a carriage house on the same parcel. Capital Expansion Fees for new development are paid only on square footage above grade so square footage for basements is not included in calculating fees. Capital Expansion Fees are not paid for additions to existing dwelling units, unless the structure is completely scraped, in which case it is considered a new development and all Capital Expansion Fees are charged. Capital Expansion Fees are paid for new development and re-development on commercial properties. The City’s Capital Expansion Fees were originally prepared and adopted in 1996 and then updated in 2013. Direction was given to staff to update the fees every 3-5 years. The fees included in the study are:  Neighborhood Parks  Community Parks  Fire  Police  General Government In 2013, the fees for police, fire and general government for commercial and industrial land use types were phased in over a 3-year period and updated annually for inflation according to the Denver-Boulder-Greeley Consumer Price Index and Denver Region Construction Cost Index. For residential land use types, the fees were updated in 2013 and have been updated annually for inflation according to the Denver-Boulder-Greeley Consumer Price Index and Denver Region Construction Cost Index. Staff worked with the Duncan Associates to review the methodology and update the fees. The outcome of the study retains the basic methodology of incremental expansion and updates inputs from 2013 to reflect current asset information. The fees have all been updated based on today’s current level of service and cost which factors in current capital assets for all fees. The resulting report has been included in previous presentations at City Council and can also be found at: http://www.fcgov.com/finance/capitalexpansion.php Additional updates to the fee recommendations previously presented to City Council at the April 25, 2017 Work Session have been made to the parks fees removing Twin Silos costs from the calculations for community parks based on feedback from Council Finance Committee on April 28, 2017. Additionally, a working group was recommended to help inform and gain consent as well as step through methodology and discuss alternatives. ATTACHMENT 1 Agenda Item 14 Item # 14 Page 3 Based on feedback from Leadership Planning Team on May 9, 2017, two alternatives are presented: 1. Alternative 1: (October 1, 2017 – January 1, 2020) • Capital Expansion Fees as proposed, phased in 3 steps over 27 months with Twin Silos removed from calculations • Transportation Capital Expansion Fees phased in 2 steps over 15 months, with Option B first, then Option A • Electric Capacity Fee as proposed (not phased; effective October 1, 2017) 2. Alternative 2: (End of May, 2017-October 2017) • CEFs at 75% of Proposed • Option B for Transportation CEF • Electric Capacity Fee as proposed (not phased; effective October 1, 2017) Under both alternatives, the City Manager is directed to form a working group of City staff and community stakeholders to consider and recommend future changes to the Capital Expansion Fees. Transportation Expansion Fee (formerly Street Oversizing Fee) The Transportation Expansion Fee is a one-time impact fee on development, and is used to mitigate the impacts of new development on the transportation network. The Transportation Expansion Fee Program has been a stable, long-term funding source for the construction of capital transportation infrastructure in newly- developing areas. The fee program was originally adopted in 1979, with revisions in 1986, 1993, 1997, 2000, 2003, and 2006. Periodic recalculations and inflation adjustments of the fee schedule ensure that fee revenues will be sufficient to pay for the cost of eligible transportation improvements. However, as the City begins to approach build out of its Growth Management Area, it is prudent to assess and update the program to continue the long-term success of the program to fund development impacts to the City’s transportation network. City Council has directed staff to review the Transportation Expansion Fee Program as the appropriate basis for assessing the cost of transportation improvements to developments based on their proportional impacts. The City has retained TischlerBise, Inc. as a consultant to assist the City with the assessment of its existing Transportation Expansion Fee Program (formerly, Street Oversizing Capital Expansion Fee Program). They have completed a draft report included in previous presentations to City Council which can also be found at the web address listed above. The recommended updates to the fees include the following:  Change the name from “Street Oversizing” to “Transportation Expansion Fee”.  Simplify the transportation impact fee schedule from 43 categories of use to only a handful; Residential (by size of unit) and two broad categories for commercial and industrial.  Use Vehicle Miles Travelled (VMT) as the basis for determining impact, instead of trips generated. Impact: this change more accurately ties the fee to demand on the transportation system.  Increase the fee to include additional transportation system improvements (bicycle, pedestrian, transit, intersection turn lanes, and signal timing improvements, for example). Impact: this proposed change is estimated to increase the magnitude of the fee by 24%. Transportation Capital Expansion Fees-Option A and Option B Option A includes the proportionate cost attributable to new development of Bicycle, Pedestrian, and Transit improvements in addition to intersection turn lanes, signals, signal timing, and Advance Traffic Management Systems. Option B is calculated on the City's Capital Improvement Plan and assumes funding for streets and intersection improvements similar to the existing program. ATTACHMENT 1 Agenda Item 14 Item # 14 Page 4 Electric Capacity Fees In 2016 Fort Collins Utilities hired NewGen Strategies to survey how Plant Investment Fees (PIFs) are collected by other electric utilities and to provide assistance building a revised PIF model to allocate capital costs to new load on the electric system. This effort allowed for the calculation to be easier to understand and update, while recognizing the change in how development occurs within the city at this stage of its growth. Current Model The current PIF consisting of an electric capacity fee (ECF) and a building site change (BSC) is calculated by utilizing a system planning model that was originally developed in early 1980’s and has been updated several times to reflect changes in system design standards and policy. This underlying model assumes a certain system design and allocates the costs of this system design based on the square footage, the linear footage that abuts the public right of way, and demand (kilowatt or kW) of the new development. The current method has several challenges. The costs for these components (square footage, front footage, and dwelling units/capacity) are calculated through the use of visual basic code (VBA) to access databases that contain assembly information and cost data. As a result, it is cumbersome to update these calculations if changes need to be made to the underlying planning model. For example, it is difficult to modify the calculations so that the model includes mixed use developments or higher density developments. Additionally, the planning model has difficulty assigning costs for capital work required for redevelopment, such as adding a circuit for additional load. Proposed Model As a result of the trend toward higher density developments and redevelopments, and the dynamic nature of the electric system in general, staff recommends changing the methodology of the PIF model to address the concerns raised above. The proposed methodology is based on the “buy-in” method for PIFs and is conceptually similar with the PIF models for the water and wastewater utilities. This method takes the value of the utilized electric system, i.e. the amount of the system that is needed to serve the current load and no more, and divides this dollar value by the current kilowatt (kW) demand. This calculation results in the $/kW rate that was used to build the current system to meet the current demand. New load on the system would buy into the electric system at this $/kW rate. This simplifies the calculation and administration of the electric PIFs. In addition to these simplifications, the proposed methodology also uses actual data to allocate costs instead of a planning model. Demands, non-coincident peaks (NCP), for the residential and commercial/industrial customer classes are calculated from AMI data and are used to allocate the system costs proportionally to each class based on the class NCP. This allocation method provides a different $/kW “buy-in” rate for each of these classes and is consistent with standard cost allocation practices in utility rate making. Due to the large variation in demands from the commercial class a sliding scale was implemented for the $/kW rate for commercial customers, as the load from a commercial customer increases the “buy-in” rate increases as well to allocate the additional system costs required to serve large loads. Lastly, this proposed method is flexible and adapts to changes in development by using actual system values and actual demands as opposed to the current method. The fee recommendations for the two alternatives can be seen below: ATTACHMENT 1 Agenda Item 14 Item # 14 Page 5 Alternative 1 • Capital Expansion Fees as proposed, with Twin Silos removed from calculations • Transportation Option A • Electric capacity fees as proposed N'hood Comm. Gen. Electric Total Land Use Type Unit Park Park Fire Police Gov't Capacity Fees CEFs + Transp + Elec Updated Fees Resid., up to 700 sf Dwelling $1,790 $2,334 $502 $236 $574 $2,205 $1,349 $8,990 Resid., 701-1,200 sf Dwelling 2,396 3,123 679 319 774 4,095 1,443 12,829 Resid., 1,201-1,700 sf Dwelling 2,616 3,411 739 347 845 5,317 1,537 14,812 Resid., 1,701-2,200 sf Dwelling 2,644 3,446 751 352 858 6,217 1,708 15,976 Resid., over 2,200 sf Dwelling 2,947 3,841 836 392 955 6,664 1,879 17,514 Commercial 1,000 sf 0 0 633 297 1,451 8,113 170 10,664 Office and Other Services 1,000 sf 0 0 633 297 1,451 5,977 227 8,585 Industrial/Warehouse 1,000 sf 0 0 148 69 342 1,929 1,986 4,474 Change Resid., up to 700 sf Dwelling 490 1,232 221 95 244 300 (774) 1,808 Resid., 701-1,200 sf Dwelling 729 1,709 322 141 351 1,952 (828) 4,376 Resid., 1,201-1,700 sf Dwelling 774 1,849 344 149 380 2,205 -882 4,819 Resid., 1,701-2,200 sf Dwelling 725 1,818 341 146 371 3,105 -980 5,526 Resid., over 2,200 sf Dwelling 891 2,098 396 172 432 3,552 -1,078 6,463 Commercial 1,000 sf 0 0 294 128 648 -3,817 -133 -2,880 Office and Other Services 1,000 sf 0 0 294 128 648 -1,783 -76 -789 Industrial/Warehouse 1,000 sf 0 0 68 28 154 799 890 1,939 Percent Change Resid., up to 700 sf Dwelling 38% 112% 79% 67% 74% 16% -36% 25% Resid., 701-1,200 sf Dwelling 44% 121% 90% 79% 83% 91% -36% 52% Resid., 1,201-1,700 sf Dwelling 42% 118% 87% 75% 82% 71% -36% 48% Resid., 1,701-2,200 sf Dwelling 38% 112% 83% 71% 76% 100% -36% 53% Resid., over 2,200 sf Dwelling 43% 120% 90% 78% 83% 114% -36% 58% Commercial 1,000 sf 87% 76% 81% -32% -44% -21% Office and Other Services 87% 76% 81% -23% -25% -8% Industrial/Warehouse 1,000 sf 85% 68% 82% 71% 81% 76% Transp. Option A ATTACHMENT 1 Agenda Item 14 Item # 14 Page 6 Alternative 2 • Capital Expansion Fees at 75% of proposed with Twin Silos removed from calculations • Transportation Option B • Electric capacity fees as proposed N'hood Comm. Gen. Electric Total Land Use Type Unit Park Park Fire Police Gov't Capacity Fees CEFs + Transp + Elec Fees Updated Fees El Resid., up to 700 sf Dwelling $1,343 $1,751 $377 $177 $431 $1,827 $1,349 $7,253 Resid., 701-1,200 sf Dwelling 1,797 2,342 509 239 581 3,392 1,443 10,303 Resid., 1,201-1,700 sf Dwelling 1,962 2,558 554 260 634 4,404 1,537 11,910 Resid., 1,701-2,200 sf Dwelling 1,983 2,585 563 264 644 5,150 1,708 12,896 Resid., over 2,200 sf Dwelling 2,210 2,881 627 294 716 5,520 1,879 14,127 Commercial 1,000 sf 0 0 475 223 1,088 6,721 170 8,677 Office and Other Services 1,000 sf 0 0 475 223 1,088 4,951 227 6,964 Industrial/Warehouse 1,000 sf 0 0 111 52 257 1,598 1,986 4,003 Change Resid., up to 700 sf Dwelling 43 649 96 36 101 (78) (774) 71 Resid., 701-1,200 sf Dwelling 130 928 152 61 158 1,249 (828) 1,851 Resid., 1,201-1,700 sf Dwelling 120 996 159 62 169 1,292 -882 1,917 Resid., 1,701-2,200 sf Dwelling 64 957 153 58 157 2,038 -980 2,447 Resid., over 2,200 sf Dwelling 154 1,138 187 74 193 2,408 -1,078 3,077 Commercial 1,000 sf 0 0 136 54 285 -5,209 -133 -4,868 Office and Other Services 1,000 sf 0 0 136 54 285 -2,809 -76 -2,410 Industrial/Warehouse 1,000 sf 0 0 31 11 69 468 890 1,468 Percent Change Resid., up to 700 sf Dwelling 3% 59% 34% 26% 30% -4% -36% 1% Resid., 701-1,200 sf Dwelling 8% 66% 43% 34% 37% 58% -36% 22% Resid., 1,201-1,700 sf Dwelling 7% 64% 40% 31% 36% 42% -36% 19% Resid., 1,701-2,200 sf Dwelling 3% 59% 37% 28% 32% 65% -36% 23% Resid., over 2,200 sf Dwelling 8% 65% 43% 34% 37% 77% -36% 28% Commercial 1,000 sf 40% 32% 36% -44% -44% -36% Office and Other Services 40% 32% 36% -36% -25% -26% Industrial/Warehouse 1,000 sf 39% 26% 36% 41% 81% 58% Transp. Option B ATTACHMENT 1 Agenda Item 14 Item # 14 Page 7 Phasing: Alternative 1  Capital Expansion Fees in 3 steps over 27 months  Transportation in 2 steps over 15 months, first Option B, then Option A  Electric Capacity Fees all at once Alternative 2 (No Phasing)  Capital Expansion Fees at 75 % effective October 1, 2017  Transportation Option B effective October 1, 2017  Electric Capacity Fees all at once effective October 1, 2017  Working group will meet and work through understanding the studies, the methodologies and alternatives. CITY FINANCIAL IMPACTS Revenue from Capital Expansion Fees, Transportation Expansion Fees and Electric Capacity Fees is driven entirely by the amount of growth/development/re-development that occurs in the City. For Transportation Expansion Fees and Capital Expansion Fees, revenue is used to support infrastructure needs that result in growth from the community. For Electric Capacity Fees, revenue goes to the Utilities Light and Power Enterprise fund to be used for the future planning needs of the electric utility. Current 1-Oct-17 1-Jan-19 1-Jan-20 % Change % Change % Change Land Use Type Fees Step 1 Step 2 Step 3 Step 1 Step 2 Step 3 Updated Fees Resid., up to 700 sf $7,182 $7,091 $8,229 $8,990 ‐1.3% 16% 9% Resid., 701‐1,200 sf 8,453 9,958 11,745 12,829 18% 18% 9% Resid., 1,201‐1,700 sf 9,993 11,568 13,647 14,812 16% 18% 9% Resid., 1,701‐2,200 sf 10,450 12,642 14,842 15,976 21% 17% 8% Resid., over 2,200 sf 11,051 13,711 16,184 17,514 24% 18% 8% Commercial 13,544 8,559 10,307 10,664 ‐37% 20% 3% Office and Other Services 9,374 6,846 8,229 8,585 ‐27% 20% 4% Industrial/Warehouse 2,535 3,976 4,390 4,474 57% 10% 2% Current 1-Oct-17 % Change Land Use Type Fees Step 1 Step 1 Updated Fees Resid., up to 700 sf $7,182 $7,253 1% Resid., 701‐1,200 sf 8,453 10,303 22% Resid., 1,201‐1,700 sf 9,993 11,910 19% Resid., 1,701‐2,200 sf 10,450 12,896 23% Resid., over 2,200 sf 11,051 14,127 28% Commercial 13,544 8,677 ‐36% Office and Other Services 9,374 6,964 ‐26% Industrial/Warehouse 2,535 4,003 58% N/A N/A N/A N/A ATTACHMENT 1 Agenda Item 14 Item # 14 Page 8 If Capital Expansion Fees are not appropriately collected, resulting in a lack of revenue, financial impacts may be:  Delay of projects  Facilities and assets may be designed and built at a lower level of service  Revenue to fund services and projects may come from a different source, most likely the General Fund. An additional potential financial impact could occur if eligible projects through the Housing Authority apply for a waiver of Capital Expansion Fees and the fee revenue from the waiver is then backfilled by the General Fund. This occurred in 2013 with Redtail Ponds which resulted in a fee waiver and backfill from the General Fund of $274K. For the 2013-2014 Budgeting for Outcomes cycle, examples of one-time General Fund offers that were not funded for roughly that same amount of money are: Environmental Health  Propane and Natural Gas Vehicle Conversions - $85K  Sustainable Theatrical Lighting at Lincoln Center - $197K Culture and Recreation  Shelter at Inspiration Playground - $86K Economic Health  Downtown Plan Update- $105K High Performing Government  Sustainability Service Area Office Space- $300K BOARD / COMMISSION RECOMMENDATION The Economic Advisory Commission recommends supporting the fee recommendations. (Attachment 2) The Parks and Recreation Board is in support of fees that reflect the true cost of park replacement. (Attachment 3) The Affordable Housing Board was not in support of the higher fee recommendations. The Board requested at least 6 months lead time, preferably longer, before fees are implemented. (Attachment 4) The Building Review Board did not feel it had sufficient time or information to submit a recommendation. (Attachment 5) The Human Relations Commission was not in support of the fee recommendations and had concerns over housing affordability and the impact of these fees on marginalized populations that may be paying for impacts that they do not cause due to lack of income, i.e., they may not have a car. PUBLIC OUTREACH See Attachment 1 for public outreach. ATTACHMENTS 1. Public Outreach Summary (PDF) 2. Economic Advisory Commission Memo, February 7, 2017 (PDF) 3. Parks and Recreation Board letter, May 8, 2017 (PDF) 4. Building Review Board Minutes, April 27, 2017 (PDF) 5. Affordable Housing Board Minutes, October 13, 2016 (PDF) 6. Powerpoint presentation (PDF) ATTACHMENT 1 1 | P a g e Impact Fee Working Team Project Definition Objective: Informed consent of the working group with an ultimate position paper on the methodologies, inputs, calculations, and update cadence to Capital Expansion Fees, Transportation Capital Expansion Fees, Electric Capacity Fees, Raw Water/Cash-in-Lieu Requirements, Development Review Fees and Wet Utility Plant Investment Fees. What is the scope of this project? Create a working group with an equal balance of citizens, City staff and business-oriented groups. The working group will meet monthly to accomplish the bullets below: • Understand why City has fees and how they’re used - Parks - General Gov’t, Fire, Police - Utility PIFs (Water, Electric) - Raw Water Requirement/Cash-in-Lieu - Transportation Capital Expansion Fee - Development Review Fees (Plan Review Fee, Planning Fees and Building Permit Fees, OTC Permits, Proposed Dev. Review Fee Process) - Connection to City Plan & other master plans • Understand inputs & calculations - Review consultant studies including all inputs and calculations  CEFs (Duncan Associates)  Transportation (Tischler-Bise)  Electric Capacity Fees (NewGen) - How does the City assess asset values? - Cost of Capital Improvement Program - Census Data (Functional Population, Equivalent Dwelling Units) - Appropriate cadence for updates • Evaluate & understand methodology & alternatives - Methodologies for determining fees & how they work  Plan-based  Standard-Based ATTACHMENT 2 2 | P a g e Impact Fee Working Team Project Definition  Utility methodologies  Hybrid - Industry Best Practices - Legal constraints • Evaluate appropriate public outreach necessary to support fee udpates • Evaluate alternative revenue sources to fees - General Fund - Enterprise Fund Who are the stakeholders? • Boards and Commissions o Economic Advisory Commission o Human Relations Commission o Affordable Housing Board o Building Review Board o Planning and Zoning Board o Development Review Advisory Committee o Parks and Recreation Board • Developers • Chamber of Commerce • Board of Realtors • Home Builder’s Association • Housing Catalyst • DDA • Residents/Community at large ? How will we know that the project was a success? Acknowledgement from team of understanding of fees methodologies, inputs and calculations Consensus or position paper(s) from working group shared to City Council What are the key deliverables of this project? Deliverables: • Monthly meetings on the topics listed above. • Draft position paper with presentation to Council Finance Committee – direction from there on communication with the entire council. 3 | P a g e Project Organization Which group(s) and/or individuals will be involved in this project? Citizens City Staff Council Liaison Industry-related organizations (Residential and/or Commercial) Name Role Estimate of Hours Needed TBD City Council Liaison Mike Beckstead Project Sponsor/City Staff Tiana Smith Project Manager/City Staff/Fee Owner Capital Expansion Fees Tom Leeson City Staff Lance Smith City Staff/Fee Owner Electric Capacity Fees Josh Birks City Staff TBD Industry- Homebuilder’s Association (Residential) TBD Industry- Board of Realtors (Residential) TBD Industry- Chamber Local Legislative Affairs Committee (Residential and Commercial) TBD Industry- Spirit Hospitality LLC (Commercial) TBD Citizen- Parks and Recreation Board TBD Citizen- BFO participant, also serves on Building Review Board TBD Citizen TBD Citizen- Economic Advisory Commission City Staff that may participate periodically Dean Klingner City Staff/Fee Owner Transportation Capital Expansion Fees Noelle Currell City Staff – financial support PublicOutreachͲImpactFees Concerned about affordability ofhousing Multifamily isgettinghit harderthan singlefamily detached Feeswilldrive development toneighbor cities Needat least6 months noticeto implement fee changes Fees should be phased More outreach should bedone Worried aboutGF iffees not collected Needto lookat TODand Smart Design incentives Want housing waivers Marginalized pop.Pay morethan theirfair share Levelof service inFCis GoldͲ plated Standards shouldbe establish. Forlevelof service ChamberLocalLegislativeAffairsCommittee X X XX X X X X X NorthernColoradoHomebuilder’sAssociation X X XX X X X X X Requested Alternative 3 to provide “Option A” Funding for Transportation Expansion Fees: The following chart would be substituted for the chart published in City Code Section 7.5‐32, in Section 16 on pages 10 and 11 of Ordinance No. 049, 2017, as published for second reading (and as published in “Alternative 1 of Ordinance No. 049, 2017, for first reading): TRANSPORTATION EXPANSION FEE SCHEDULE Current October 1, 2017 Resid., up to 700 sq. ft. $1,905.00 $2,205.00 Resid., 701 to 1,200 sq. ft. 2,143.00 4,095.00 Resid., 1,201 to 1,700 sq. ft. 3,112.00 5,317.00 Resid., 1,701 to 2,200 sq. ft. 3,112.00 6,217.00 Resid., over 2,200 sq. ft. 3,112.00 6,664.00 Commercial 11,930.00 8,113.00 Office and Other Services 7,760.00 5,977.00 Industrial/Warehouse 1,130.00 1,929.00 ATTACHMENT 4 Impact Fees Adoption Capital Expansion, Transportation, Electric Capacity City Council ATTACHMENT 5 First Reading Implement Modified Fee Proposal – Alternative 2 • 75% of Proposed CEF • Option B for Transportation CEF • Electric Capacity Fee as proposed 2 Form Citizen/Staff Working Team • Understand why City has fees and how they’re used • Understand inputs & calculations • Evaluate methodology & alternatives • Evaluate alternative revenue to fees Working Group Scope ü Understand why City has fees and how they’re used - Parks, General Gov’t, Fire, Police CEFs - Transportation Capital Expansion Fee - Utility PIFs (Water, Electric) & Raw Water - Development Review Fees - Connection to City Plan & Master Plans ü Understand inputs & calculations - Review consultant studies - Inputs and calculations - How does the City assess asset values? - Cost of Capital Improvement Program - Census Data (Functional Population & EDUs) 3 Group Position Paper on Methodologies, Inputs, Calculations & Update Cadence for All Fees Group Position Paper on Methodologies, Inputs, Calculations & Update Cadence for All Fees ü Evaluate methodology & alternatives - Methodologies & how they work o Plan-based / Standard-based o Utility methodologies / Hybrid - Industry Best Practices - Legal constraints - Appropriate cadence for updates ü Appropriate public outreach ü Alternate revenue sources to fees Alternative 3 Alt 3 = Alt 2 with modification to the Transportation CEF • 75% of Proposed CEF • Option A for Transportation CEF • Electric Capacity Fee as proposed Transportation Option A – based on current Capital Improvement Plan Transportation Option B – current Capital Improvement Plan without the proportionate cost attributable for mitigation of the impacts of new development. 4 Alternative 2 and 3 Comparison 5 Alternative 3 Alternative 2 Alternative 2 and 3 Comparison Phasing 6 Alternative 2 Alternative 3 Current 1-Oct-17 % Change Land Use Type Fees Step 1 Step 1 Updated Fees Resid., up to 700 sf $7,182 $7,253 1% Resid., 701-1,200 sf 8,453 10,303 22% Resid., 1,201-1,700 sf 9,993 11,910 19% Resid., 1,701-2,200 sf 10,450 12,896 23% Resid., over 2,200 sf 11,051 14,127 28% Commercial 13,544 8,677 -36% Office and Other Services 9,374 6,964 -26% Industrial/Warehouse 2,535 4,003 58% N/A N/A N/A N/A Current 1-Oct-17 % Change Land Use Type Fees Step 1 Step 1 Updated Fees Resid., up to 700 sf $7,182 $7,631 6% Resid., 701-1,200 sf 8,453 11,006 30% Resid., 1,201-1,700 sf 9,993 12,823 28% Resid., 1,701-2,200 sf 10,450 13,963 34% Resid., over 2,200 sf 11,051 15,271 38% Commercial 13,544 10,069 -26% Office and Other Services 9,374 7,990 -15% Industrial/Warehouse 2,535 4,334 71% N/A N/A N/A N/A Revenue Estimates Comparison 7 Alternative 2 Alternative 3 Gov Fire Police Neigh Comm Streets Total Full Fees $1.1M $.7M $.3M $1.6M $2.1M $4.3M $10.3M No Change $.8M $.5M $.3M $1.5M $1.3M $4.3M $8.6M Annual Revenue Projection Based on prior 10 year permit Acitvity Gov Fire Police Neigh Comm Streets Total Full Fees $1.1M $.7M $.3M $1.6M $2.1M $5.3M $11.3M No Change $.8M $.5M $.3M $1.5M $1.3M $4.3M $8.6M Annual Revenue Projection Based on prior 10 year permit Acitvity 1. Alternative 2: • CEFs @ 75% of Proposed • Option B for Transportation CEF • Electric Capacity Fee as proposed • Working group works through informed consent, alternatives 2. Alternative 3: • CEFs @ 75% of Proposed • Option A for Transportation CEF • Electric Capacity Fee as proposed • Working group works through informed consent, alternatives Summary 8 Backup 9 Impact Fees: Why Does The City Have Them? 10 Pay your gym membership More people join, pay their dues, lines get longer for machines as gym builds revenue Gym has to be expanded for the new members and the dues help pay for that. It is like a membership….. Developers pay impact fees More homes and businesses come, pay their fees, parks, fire stations, streets all are used more Revenue that’s been collected by the growth helps pay for additional infrastructure ….and in Fort Collins, that money helps pay for the new capital needs due to growth What makes Fort Collins Great! Plan-Based = Future cost of Planned Capital Needs New Development pays a proportional share of future cost Level of Service = Current Value of Infrastructure New Development “buys-in” to the level of service Proportional Share Revenues collected used to pay for additional assets needed for growth Helps Maintain the Level of Service Capital Expansion Fee Two Methodologies 11 How we Calculate CEFs How we Use CEFs Fire Fee Calculations Fire Fees Based on: Land + Building + Vehicle Cost - Debt x FC Share of Calls City’s Functional Pop Police Fees Based on: Land + Building + Vehicle Cost - Debt City’s Functional Pop General Government Fees Based on: Land + Building - Debt City’s Functional Pop 12 Fire Fee Calculation: Asset values reflect higher construction cost Population and dwelling units per latest Census Added assets with new fire stations Increase in Construction/Asset Values Driving Fee Increase…. Fire, Police & Government Fees Pay a Portion of New Infrastructure Increase in Construction/Asset Values Driving Fee Increase…. Fire, Police & Government Fees Pay a Portion of New Infrastructure Total Replacement cost of stations, apparatus, admin, training facilities Functional population Parks Fee Calculations Parks Fees Based on: • Neighborhood Parks : • Radiant (2013) • Waters Way (2012) • Registry (2012) • Community Parks : • Spring Canyon (2006) • Fossil Creek (2003) 13 Parks Fee Calculation: Asset values reflect higher construction cost Population and dwelling units per latest Census Land values reflect higher land cost Increase in Construction & Land Values Driving Increase…. Parks Fees Pay All Capital Needs for New Parks Average Cost/Acre of Last 2-3 Parks Equivalent Dwelling Units Typical Park Elements 14 Community Parks • Large Recreation Facilities • Small/Specialty Recreation Facilities • Dog Park • Destination Playground • Multi-Purpose Fields • Passive Green Space • Restrooms • Shelters • Walks/Trails • Raw Water Irrigation Pond • Naturalistic Features • Unique Elements • Parking/Drives Neighborhood Parks • Multi-purpose Green/Fields • 1 Small/Specialty Recreation Facility • 1 Restroom • 1 Shelter • Playground • Walks • Raw Water Irrigation Pond (if feasible) Typical Community Park Elements 15 Twin Silo Spring Canyon Fossil Creek Rolland Moore Edora Lee Martinez City Large Recreation Facilities 3T, 2B 3T, 2B 5T, 2B 4T, 2B 6T, 2B 4T, 2B 3T, 2B Small/Specialty Recreation Facilities BMX, 4 PB 3BB, SP, 2 SV, VB, MBP, BMX 2BB, 1 SP, Hockey 5BB, 1PB, 4SV, 2H, 3R 35H, Disc Golf, SP 3BB BB, 2H Dog Park 1 acre 2 acre 1 acre None None None None Destination Playground 1 1 1 1 1 1 1.5 Multi-Purpose Fields 10.4 acres 18.3 acres 6.3 acres 16 acres None None 6 acres Passive Green Space 6.2 acres 8 acres 8.7 acres 1.8 acres 5.5 acres 18 acres 23.3 acres Restrooms 2 3 3 2 2 2 1 Shelters 1G 5G, 3P 2G, 1P 4G 1G, 3P 1G 7G, 3P Walks/Trails 2.7 miles 2.5 miles 1.3 miles 1.5 miles 0.5 miles 1.8 miles 1.5 miles Raw Water Irrigation Pond 3 acres 1.5 acres 11 acres 2 acres 1.5 acres 9.3 acres 14.5 acres Naturalistic Features Creek Play, Native Areas Native Areas Native Areas Creek Edge Creek Edge Native Areas Lake Edge Unique Elements Harvest Room, Orchard, Trellis, CG Spray Park Water Feature CG CG Fitness Stations Pool, Fitness Stations, Train Parking / Drives 232 + 729 (school) 439 spaces 453 spaces 418 spaces 427 spaces 73 spaces 756 spaces Legend: T- Tennis B-Ballfield BB-Basketball SP-Skate Park SV-Sand Volleyball PB-Picklelball R-Racquetball MBP – MtnBike Park H-Horseshoe BMX – Bike Race CG-Community Garden G-Group Shelter P-Picnic Shelter Typical Neighborhood Park Elements 16 2013 Radiant 2012 Registry 2011 Waters Way 2004 Soft Gold 2004 Westfield 2003 Homestead 2001 Harmony 2000 Cottonwood Glen 1999 Stewart Case 1997 Miramont Multi-Purpose Green/Fields 3.3 acres 2 acres 4 acres 4.8 acres 5 acres 2.5 acres 3 acres 5.8 acres 6 acres 3.5 acres 1 Small/Specialty Recreation Facility None 1/2BB, 1/2 T 1BB, 1 SP 1B, 2BB, BMX 3T, 1B 2BB 2B 2BB, 1B 1BB, 1B 1BB 1 Restroom ü ü ü ü ü ü ü ü ü ü 1 Shelter ü ü ü ü ü ü ü ü ü ü Playground ü ü ü ü ü ü ü ü ü ü Walks 0.8 miles 0.8 miles 1 mile 0.5 miles 0.5 miles 0.5 miles 0.5 miles 1 mile 0.5 miles 0.8 miles Raw Water Irrigation Pond (if feasible) None None 31 acres 1 acre 0.8 acres None 1 acre 1.5 acres 1 acre 1 acre Legend: T- Tennis B-Ballfield BB-Basketball SP-Skate Park SV-Sand Volleyball BMX – Bike Race 17 ($000’s) Twin Silo Spring Canyon Fossil Creek Large Recreation Facilities $1,642 $879 $1,524 Small/Specialty Recreation Fac. 476 723 602 Dog Park 176 198 45 Destination Playground 1,326 1,095 564 Multi-Purpose Fields 803 1,630 889 Passive Green Space 775 1,839 867 Restrooms 1,150 894 965 Shelters 325 545 412 Walks/Trails 708 1,482 1,262 Raw Water Irrigation Pond 235 414 195 Naturalistic Features 708 728 195 Unique Elements 820 201 444 Parking/Drives 2,150 2,181 1,298 TOTAL - PARK ELEMENTS $11,294 $12,809 $9,262 Community Park Element Construction Costs Spring Canyon and Fossil Creek Park values are based on 2016 estimated replacement costs Twin Silo Park values are actual construction costs Community Park Construction Costs 18 ($0,000s) Twin Silo Spring Canyon Fossil Creek Park Elements $11,294 $12,809 $9,262 Contractor Fees 883 550 705 Development Fees 1,947 484 565 Design Fees 891 1,456 1,203 Raw Water 771 2,600 971 TOTAL $15,786 $17,899 $12,706 Note: All values provided are estimated costs to construct each park in 2016. Neighboring Communities – Park Comparisons NRPA* Fort Collins Loveland Boulder Longmont Greeley Windsor Wellington Arvada Estimated Population 161,000 75,182 107,167 90,000 101,100 24,500 8,500 113,326 Number of Parks 60 35 65 42 40 16 8 109 Existing Acres of Park 1,025 492 1,173 453 752 184 110 1,747 Average Residents Per Park 2,266 2,683 2,148 1,649 2,143 2,528 1,531 1,063 1,040 Acres of Parkland/1,000 Residents 9.6 6.4 5.75 10.9 5.0 NA 7.5 12.9 15.4 Projected Acres of Parkland/1,000 Residents at City Build Out 5.1 9.6 9.8 41.0 Impact Fee for New Park Development Yes Yes Yes Yes Yes Yes Park Impact Fees $3,424.50 $5,561.00 $4,010.00 $3,974.50 $2,478.00 $2,481.00 *2017 National Recreation & Parks Association Benchmark Parks Fees: Construction Cost Increase 20 • Worked with Ditesco Engineering Firm to evaluate current cost estimates for Spring Canyon and Fossil Creek to build same level of park based on their design standards Neighborhood Park Development Cost per Acre Original Current Cost/ Park/Year of Construction Cost Cost Acres Acre 2016 Radiant Park/2013 $2.2M $2.5M 10.00 $265K Waters Way Park/2012 $1.9M $2.1M 10.00 $226K RegistryPark/2012 $1.7M $1.8M 7.10 $274K Weighted Average $5.8M $6.3M 27.10 $253K Community Park Development Cost per Acre Original Current Cost/ Park/Year of Construction Cost Cost Acres Acre 2016 Spring Canyon Park/2006 $12.5M $17.9M 103.0 $200K Fossil Creek Park/2003 $9.3M $12.7M 99.5 $154K Weighted Average $21.9M $30.6M 202.5 $177K 21 Option A – Based on the City’s current Capital Improvement Plans, includes the proportionate cost attributable for mitigation of the impacts of new development on the transportation system, including new streets, intersection improvements, and multi-modal improvements Transportation Capital Expansion Fee Examples: • Portions (~60%) of “build-out” of complete streets in Master Street Plan. (Suniga, Mountain Visa, Trilby Extension, Sharp Point, etc.) • Portions (~12%) of improvements to existing arterial intersections • Portions (~12%) of the Bicycle Master Plan (low stress network, etc.) and Pedestrian Master Plan (missing connections, etc.) 22 Transportation Capital Expansion Fee Option B – Based on the City’s current Capital Improvement Plan without the proportionate cost attributable for mitigation of the impacts of new development. ü Does not increase program revenue ü Provides approximately 80% of necessary funding to mitigate proportional impacts of development Rationale for Change in Calculation & Fee increase 23 Option A and B- Calculation Change – modified to include trip length • Impact on transportation system is more accurately measured by miles traveled than number of trips • Results in better proportionality and fairness • Does not increase overall revenue – raises residential/lowers commercial Option A only- Fee Increase From Current Capital Improvement Plan (~20%) • Current fee does not account for impact of development on existing system • Adds proportional costs to build entire system (bike plan / ped plan / existing intersections) Revenue Difference Transportation Option A vs B 24 Utility Fees: Electric Capacity Fee 25 Methodology – Change from Plan-Based to “Buy-In” Rational: Shift in costs from residential to commercial based on demands on system infrastructure -60% -40% -20% 0% 20% 40% 60% 80% 100% % Change Being Proposed to ECF % of Projects Developed in 2016 Single Family Multi-family Mixed Use Commercial Utility Fees: Electric Demand by Rate Class 26 Rate Class % Total Customers % Total Demand Commercial - small 9.9% 10.6% Commercial - medium 0.8% 4.9% Commercial - large 0.7% 21.3% Industrial 0.0% 19.0% Residential 88.6% 44.2% Total 100.0% 100.0% Rationale for Change in Methodology Electric 27 The current method is: • Difficult to explain - cost allocation methodology • Designed for “green field” development • Uses planning assumptions instead of real data The proposed method is: • More transparent and understandable • Properly accounts for demands on infrastructure • Utilizes actual data – more accurate demand based cost allocation Single Family 21 $532K $258K -$273K Multi-family 8 $1745K $1246K -$499K MixedUse 3 $252K $438K $187K Commercial 48 $1748K $2517K $768K 2016 ECF Projects by Type Number of Projects in 2016 ECF (Current Method) ECF (Proposed Method) Change (Proposed Less Utility Fees: New Development Electric Capacity 28 Utility Fees: Re-development Electric Capacity 29 Customer Type (Sample projects) Example Re-develoment Existing ECF ($) Proposed ECF ($) Difference ($) Percent Change Residential Upgrade from 150 to 200 amps $ 875.00 $ 328.55 $ (546.45) -62% Commercial Upgrade from 600 amps to 800 amps (208v) $ 5,065.84 $ 9,825.17 $ 4,759.33 94% Commercial Upgrade from 200 amps to 400 amps (208v) $ 5,065.80 $ 9,378.47 $ 4,312.67 85% Commercial Upgrade from 1000 amps at 240v to 1000 amps 208v $ 8,455.48 $ 16,547.00 $ 8,091.52 96% Combined Fees Alternative 1 30 Electric Total $ Change % Change Land Use Type Unit Capacity Fees CEFs + Transp Current vs Updated Current vs Updated Updated Fees Resid., up to 700 sf Dwelling $5,436 $2,205 $1,349 $8,990 $1,808 25% Resid., 701-1,200 sf Dwelling 7,291 4,095 1,443 12,829 4,376 52% Resid., 1,201-1,700 sf Dwelling 7,958 5,317 1,537 14,812 4,819 48% Resid., 1,701-2,200 sf Dwelling 8,051 6,217 1,708 15,976 5,526 53% Resid., over 2,200 sf Dwelling 8,971 6,664 1,879 17,514 6,463 58% Commercial 1,000 sf 2,381 8,113 170 10,664 -2,880 -21% Office and Other Services 1,000 sf 2,381 5,977 227 8,585 -789 -8% Industrial/Warehouse 1,000 sf 559 1,929 1,986 4,474 1,939 76% CEF Sub- Total Transp. Option A 3 Step Phasing Over 27 Months Alternative 1 31 *These numbers do not include inflation estimates. Fees will be adjusted annually for CPI and CCI indices • Capital Expansion Fees - 3 steps beginning Oct 1 • Transportation CEFs - 2 steps…Option B then Option A • Electric Capacity – 1 step beginning Oct 1 Phasing Recommendation: Current 1-Oct-17 1-Jan-19 1-Jan-20 % Change % Change % Change Land Use Type Fees Step 1 Step 2 Step 3 Step 1 Step 2 Step 3 Updated Fees Resid., up to 700 sf $7,182 $7,091 $8,229 $8,990 -1.3% 16% 9% Resid., 701-1,200 sf 8,453 9,958 11,745 12,829 18% 18% 9% Resid., 1,201-1,700 sf 9,993 11,568 13,647 14,812 16% 18% 9% Resid., 1,701-2,200 sf 10,450 12,642 14,842 15,976 21% 17% 8% Resid., over 2,200 sf 11,051 13,711 16,184 17,514 24% 18% 8% Commercial 13,544 8,559 10,307 10,664 -37% 20% 3% Office and Other Services 9,374 6,846 8,229 8,585 -27% 20% 4% Industrial/Warehouse 2,535 3,976 4,390 4,474 57% 10% 2% Capital Expansion Fees Alternative 2- Fees @ 75% of Proposed Ø Methodology: Ø Level of Service – no change Ø Updated asset values to current replacement cost Ø Updated Population and dwelling units Ø Increase driven by construction & land cost Ø Park Fees driving 75% of increase 32 Transportation CEF Alternative 2- Option B 33 Ø Methodology: Ø Plan Based – no change Ø Change in Calculation: Ø Trip Generation to Vehicle Miles Traveled Ø Option B - Updated plan based on portion of CIP Ø Excludes existing arterial intersection improvements and portions of Bike/Ped Plans. Revenue Neutral. Ø Increases Residential & Industrial and Lowers Comm. $ Change % Change Land Use Type Unit Current vs Updated Current vs Updated Updated Fees Resid., up to 700 sf Dwelling $1,827 -$78 -4% Resid., 701-1,200 sf Dwelling 3,392 1,249 58% Resid., 1,201-1,700 sf Dwelling 4,404 1,292 42% Resid., 1,701-2,200 sf Dwelling 5,150 2,038 65% Resid., over 2,200 sf Dwelling 5,520 2,408 77% Commercial 1,000 sf 6,721 -5,209 -44% Office and Other Services 1,000 sf 4,951 -2,809 -36% Industrial/Warehouse 1,000 sf 1,598 468 41% Transp. Option B Alternative 1 and 2 Comparison Phasing 34 Alternative 1 Alternative 2 Current 1-Oct-17 % Change Land Use Type Fees Step 1 Step 1 Updated Fees Resid., up to 700 sf $7,182 $7,253 1% Resid., 701-1,200 sf 8,453 10,303 22% Resid., 1,201-1,700 sf 9,993 11,910 19% Resid., 1,701-2,200 sf 10,450 12,896 23% Resid., over 2,200 sf 11,051 14,127 28% Commercial 13,544 8,677 -36% Office and Other Services 9,374 6,964 -26% Industrial/Warehouse 2,535 4,003 58% N/A N/A N/A N/A Transportation CEF- Alternative 3: Option A 35 Ø Methodology: Ø Plan Based – no change Ø Change in Calculation: Ø Trip Generation to Vehicle Miles Traveled Ø Option A - Updated to include Current City Capital Improvement Plan Ø Increases Residential & Industrial and Lowers Comm. $ Change % Change Land Use Type Unit Current vs Updated Current vs Updated Updated Fees Resid., up to 700 sf Dwelling $2,205 $300 16% Resid., 701-1,200 sf Dwelling 4,095 1,952 91% Resid., 1,201-1,700 sf Dwelling 5,317 2,205 71% Resid., 1,701-2,200 sf Dwelling 6,217 3,105 100% Resid., over 2,200 sf Dwelling 6,664 3,552 114% Commercial 1,000 sf 8,113 -3,817 -32% Office and Other Services 1,000 sf 5,977 -1,783 -23% Industrial/Warehouse 1,000 sf 1,929 799 71% Transp. Option A Fort Collins Cost of Code 36 $5,875 2015 IRC: Currently being finalized, no significant cost changes expected 2012 IRC: Underfloor framing fire protection 2012 Green Code (Local Amendments): Resource, energy and water efficiencies, indoor environment quality, operations, maintenance and education 2009 IRC: Additional insulation required for electric heat homes Neighboring Community Fee Comparison* 37 *Includes CEFs, Transportation, Utility PIFs, excludes Raw Water, Building Permit Fees Level of Service Higher in Fort Collins Fort Collins Fees Consistent with Neighboring Communities… Level of Service Higher in Fort Collins Fee Comparison: For Median New Home Sales Price $437K 38 Fort Collins Without Raw Water, Fort Collins Fees Moving to the Middle of the Pack Fort Collins Fee Stack Median Home Sales* 39 *Home Sales from IRES Report, Everitt Real Estate Center, CSU Fort Collins Fee Stack Median New Home Sales* 40 *New Home Sales from Metrostudy Market Reports 2016 Fort Collins Fees & Code Cost Impact is Declining % of Average New Home Sales Price Fort Collins Fees & Code Cost Impact is Declining % of Average New Home Sales Price Peer Cities Median Sales Comparison with Fees 41 Public Outreach 42 Future Fee Updates Will Include Work Group of City Staff, Council, Public What We Heard…. Boards and Commissions 43 Parks & Rec Concerned about housing affordability Level of service of parks has increased dramatically Economic Advisory Commission In support of fees Concerns about funding gap Affordable Housing Board Increases will “Chill” affordable housing projects Want more lead time before fees are effect. (6+ months) Human Relations Commission Need to incentivize smaller units Shouldn’t be burdening residential over comm. Housing Catalyst Big concerns on affordable housing > Lead time for implement. of fees Want fees phased in over time What We Heard…. Business Community 44 Chamber MF hit hardest, will impact what gets developed Concerns about cost of doing business in FC Fees increases phased in over time NoCO Homebuilders Asked for more lead time Disagree with how land value is assessed Increased housing drives developers out Board of Realtors Huge impacts to MF, this will dis- incentivize smaller units Want more lead time before fees are effect. (6+ months) Downtown Development Authority Concerns about impacts to small businesses Would like a waiver process for affordable housing Developers already feel fees are high North Fort Collins Business Assn Perceptions of City “gold-plating” assets/infrastructure City needs to establish standards for assets Huge impacts to housing affordability Methodology Peer Cities 45 With a Few Exceptions, Peer Cities Currently All Have Similar Methodology Population 46 Percent Housing Type 2000 Current Change Single-Family, Detached/Attached/MH 2.74 2.66 -2.92% Multi-Family 1.91 1.93 1.05% Total 2.45 2.43 -0.82% Average HH Size 2016 2012 Average Average Housing Type Unit HH Size HH Size Single-FamilyDetached Dwelling 2.75 2.76 Multi-Family Dwelling 1.93 1.85 Residential,up to 700 sq. ft. Dwelling 1.78 1.86 Residential,701-1,200 sq. ft. Dwelling 2.40 2.38 Residential,1,201-1,700 sq. ft. Dwelling 2.61 2.62 Residential,1,701-2,200 sq. ft. Dwelling 2.65 2.73 Residential,over 2,200 sq. ft. Dwelling 2.95 2.93 Consumer Price Index (CPI) vs Construction Cost Index (CCI) Recent CPI and CCI Indices Don’t Indicate Cost Inflation 47 Despite Perceived Rising Construction Costs In Front Range Recent CPI and CCI Indices Don’t Indicate Cost Inflation *Source for CPI = Bureau of Labor Statistics, Denver- Boulder-Greeley Source for CCI = Engineering News Record, Denver 48 Fee Coordination Objective & Timeline Objective: 1. Bring fees forward for review together to provide holistic view of the impact 2. Detailed fee study analysis every 4 years for CEF, Transportation & Development fees 3. Detailed fee study analysis every 2 years for Utility fees 4. Conduct fee study analysis in the odd year before BFO 2018 2019 2020 Phase I - Impact Fees QII QIII QIV QI QII QIII QIV QIV QIV QIV QIV Capital Expansion Fees Index Adopt Index Index Index Index Study Adopt StreetOversizings Index Adopt Index Index Index Index Study Adopt Utility PIF & Fees Adopt All Adopt Study Adopt Phase II - Impact & Development Fees Utility PIF & Fees Adopt Development Fees Adopt Study Adopt Phase III - Administrative Fees Administrative Fees Evaluation Adopt Adopt Wet Study 2021 Electric& CIL Fee Study Fee Study Fee Study 2016 2017 -1- ORDINANCE NO. 049, 2017 OF THE COUNCIL OF THE CITY OF FORT COLLINS AMENDING CHAPTERS 7.5, 8 AND 24 OF THE CODE OF THE CITY OF FORT COLLINS CONCERNING REVISIONS TO TERMINOLOGY AND DECREASES AND PHASED INCREASES OF THE CAPITAL EXPANSION FEES AND AMENDING SECTION 3.3.2(G) OF THE LAND USE CODE TO REVISE RELATED TERMINOLOGY WHEREAS, the City is a home rule municipality having the full right of self-government in local and municipal matters under the provisions of Article XX, Section 6 of the Colorado Constitution; and WHEREAS, among the home rule powers of the City is the power to regulate, as a matter of purely local concern, the development of real property within the City and establish impact fees for such development; and WHEREAS, the City Council has determined that new development should contribute its proportionate share of providing the capital improvements that are typically funded with impact fees; and WHEREAS, the City Council has broad legislative discretion in determining the appropriate funding mechanisms for financing the construction of public facilities in the City; and WHEREAS, in early 2016, City staff initiated a comprehensive review of its various impact fees now charged to new development, including its community parkland, neighborhood parkland, police, fire protection, general government and street oversizing capital improvement expansion fees (collectively, “Capital Expansion Fees”); and WHEREAS, as a result of that review, the City commissioned an impact fee study for the community parkland, neighborhood parkland, police, fire protection and general government capital improvement expansion fees that has resulted in the “Capital Expansion Fee Study” dated August 2016, which has identified the need to increase such Capital Expansion Fees by various amounts; and WHEREAS, the City also commissioned an impact fee study for the street oversizing capital improvement expansion fee that has resulted in the “Transportation Capital Expansion Fee Study” dated April 2017, which has also identified the need to increase and decrease the street oversizing capital improvement expansion fees by various amounts depending on the type of development proposed; and WHEREAS, City Council has nevertheless decided to only increase, beginning on October 1, 2017, the Capital Expansion Fees to seventy-five percent (75%) of the amounts recommended in the Capital Expansion Fee Study and the Transportation Expansion Fee to the lesser amount recommended in the Transportation Capital Expansion Fee Study; and -2- WHEREAS, the City Manager is directed to form a working-group of City staff and community stakeholders to review the Studies, to consider any future changes to the City’s Capital Expansion Fees based on the Studies, and to present the recommendations of that working-group to the Council with any such proposed changes; and WHEREAS, the City Council has also decided to appoint a member of City Council to act as a liaison for communications between the City Manager and his working-group and this Council; and WHEREAS, in addition, some of the terminology used in Chapters 7.5, 8, and 24, and used in Section 3.3.2(G) of the Land Use Code, is also being revised; and WHEREAS, for the foregoing reasons, the City Council has determined that it is in the best interest of the City and its citizens and necessary for the protection of the public’s health, safety and welfare, that the Capital Expansion Fees be decreased and increased as hereafter provided. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS as follows: Section 1. That the City Council hereby makes and adopts the determinations and findings contained in the recitals set forth above. Section 2. That the title of Section 7.5, Article II is hereby amended to read as follows: ARTICLE II. - CAPITAL EXPANSION FEES Section 3. That Section 7.5-16 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-16. - Intent. The provisions of this Article are intended to impose certain fees to be collected at the time of building permit issuance in an amount calculated as shown herein for the purpose of funding the provisions of additional capital improvements as the City's population increases. The imposition of said fees is intended to regulate the use and development of land by ensuring that new growth and development in the City bear a proportionate share of the costs of capital expenditures necessary to provide community parkland, police, fire protection, general government, neighborhood parkland and transportation capital improvements. Said fees shall not be used to collect more than is necessary to fund such capital improvements. The fees provided for in this Article are based on the City's Capital Expansion Fee Study, dated August 2016, as amended; the City’s Transportation Capital Expansion Fee Study dated April 2017, as amended, which establish a fair and equitable allocation of costs and recognize past and future payments for new development, as well as credits for construction, dedication of land or cash contributions. Funds collected from said fees shall not be used to remedy existing deficiencies, but only to provide new capital improvements which are necessitated by new development. The amount of revenue -3- generated by said fees shall not exceed the cost of providing the capital improvements for which they are imposed, and the same shall be expended solely to provide the specified capital improvements. Section 4. That Section 7.5-17 of the Code of the City of Fort Collins is amended to read as follows: Sec. 7.5-17. Definitions . . . Capital expansion fee(s) shall mean individually and collectively the fees established in §§ 7.5-28, 7.5-29, 7.5-30, 7.5-31, 7.5-32 and 7.5-71. Capital improvements shall mean the purchase or long-term lease or lease-purchase of real property, the construction of public facilities or the purchase or long-term lease or lease-purchase of equipment or materials needed to facilitate the operation of such facilities or the delivery of services therefrom, to the extent that such property, improvements, equipment or materials are identified in the City's capital improvements plan as being totally or partially financed by the imposition of capital expansion fees. For the purposes of this provision, long-term lease or lease-purchase shall mean a lease or lease-purchase of not less than five (5), subject to annual appropriation. Amounts expended for capital improvements shall include amounts that are treated as capitalized expenses according to generally accepted accounting principles and shall not include costs associated with the operation, administration, maintenance or replacement of capital improvements. . . . Transportation expansion fee shall mean the fee established in § 7.5-32. Transportation improvements shall mean those capital improvements needed to construct arterial or collector streets as shown in the City’s adopted Master Street Plan, as amended, shall include, without limitation, the following capital improvements as described in said Master Street Plan or as described in the City’s adopted Bicycle Master Plan and Pedestrian Master Plan, as these plans may be hereafter amended: right-of-way acquisition; vehicle and bicycle lanes; curbs, gutters and other drainage structures; pedestrian ways; traffic control devices and signals; medians and median landscaping; and transit facilities, including, without limitation, transit stops and rolling stock, to the extent that such transit facilities are reasonably necessary to expand the City's transit system so as to provide transit services to feepayers. However, transportation improvements shall not include the local street portion and related capital improvements required for a developed parcel under this Code and the Land Use Code. Section 5. That Section 7.5-18 of the Code of the City of Fort Collins is hereby amended to read as follows: -4- Sec. 7.5-18. - Calculation of capital expansion fees. For each category of capital improvements for which a capital expansion fee is established under the provisions of this Article, the amount of each such capital expansion fee shall be determined on a per dwelling unit basis according to the gross floor area of each such dwelling unit (in the case of residential development) or on the basis of each square foot of new construction (in the case of commercial or industrial development). The amount of the transportation expansion fee shall be determined on the basis of square footage for residential development and based on type of use for other developments. The amount of each capital expansion fee, except for the transportation expansion fee, will be increased or decreased annually according to the Denver- Boulder Consumer Price Index for Urban Consumers, as published by the Bureau of Labor Statistics. The amount of the transportation expansion fee will be increased or decreased annually according to the Engineering News Record Denver Regional Construction Cost Index. In addition, the methodologies used to set each fee shall be reviewed and compared to the City's actual infrastructure costs at least once every five (5) years, and adjustments made in accordance with such review and with the provisions of § 7.5-16. Section 6. That Section 7.5-19 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-19. - Imposition, computation and collection of fees. (a) Payment of the fees imposed under the provisions of this Article shall be required as a condition of approval of all development in the City for which a building permit is required. The amount of such fees has been calculated using current levels of service and the data and methodologies described in the City’s Capital Expansion Fee Study, dated August 2016, as amended; and the City’s Transportation Capital Expansion Fee Study dated April 2017, as amended. The fees due for such development shall be payable by the feepayer to the Building Official prior to or at the time of issuance of the first building permit for the property to be developed, except to the extent that an agreement deferring all or any portion of such payment has been executed by the City providing for a different time of payment approved by the City Council by resolution. If, during the period of any such deferral, the amount of the deferred fee is increased by ordinance of the City Council, the fee rate in effect at the time of payment shall apply. If the building permit for which a fee has been paid has expired, and an application for a new building permit is thereafter filed, any amount previously paid for a capital expansion fee and not refunded by the City shall be credited against any additional amount due under the provisions of this Article at the time of application for the new building permit. . . . Section 7. That Section 7.5-20 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-20. - Offsets and credits. (a) The City shall offset the reasonable costs of any capital improvements constructed, or real property dedicated, by or on behalf of any property owner or developer of real property from -5- whom a fee is due and payable under this Article for that category of capital improvement, pursuant to the following requirements and any additional administrative regulations that may be established by the City Manager: (1) No offset or credit shall be given for the dedication or construction of capital improvements not shown on the City's capital improvements plan, or, in the case of the transportation expansion fee, for any capital improvement other than a transportation improvement, unless otherwise agreed to by the City. . . . (4) A property owner or developer claiming entitlement to an offset or credit shall apply for the same prior to or at the time of application for the issuance of any building permit for the development in question, which application shall be on a form provided by the City for such purpose. Upon receipt of such application, the Financial Officer or, in the case of the transportation expansion fee, the City Engineer, shall determine, in writing, the maximum value of the offset or credit that may be applied against fees due and payable from the applicant. . . . Section 8. That Section 7.5-22 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-22. - Use of fee proceeds. (a) The fees collected for each category of capital improvement specified in Division 2 of this Article shall be used to finance or to recoup the costs of any capital improvements identified in the applicable capital improvements plan, except that fees collected for transportation improvements shall be used only to finance or recoup the costs of such improvements. Eligible costs which may be paid from revenues derived from such fees may include, without limitation, planning, design, surveying, permitting and engineering costs; the cost of purchasing or leasing real property; construction costs; other capital improvement costs; and the costs of administering the collection and expenditure of the fees. The proceeds of such fees may also be used to pay the principal sum and interest and other finance costs on bonds, notes or other obligations issued by or on behalf of the City to finance such capital improvements. The City shall be entitled to retain four (4) percent of the fees collected under this Article to cover the costs associated with the collection of the same, and the administration, investment, accounting, expenditure and auditing of the funds collected. (b) Fees collected under the provisions of this Article shall not be used to pay for any of the following expenses: (1) Costs incurred for the construction, acquisition or expansion of capital improvements or assets other than those identified in the applicable capital improvements plan or in the case of the transportation expansion fee, any capital improvement other than a transportation improvement; (2) Costs incurred for the repair or maintenance of existing or new capital improvements or facilities expansions; or -6- (3) Costs incurred for the ongoing administration or operation of the funded and constructed capital improvements. (c) Annually, the City Manager shall present to the City Council a proposed capital improvement program for each capital improvement for which a capital expansion fee is charged. Such program shall assign funds, including any accrued interest, from the several capital expansion fee accounts to specific capital improvement projects and related expenses. Section 9. That Section 7.5-23 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-23. - Appeals. . . . (b) The burden of proof in any such hearing shall be on the applicant to demonstrate that the amount of fee or offset or credit was not properly calculated by the City. In the event of an appeal of the amount of a fee, the feepayer shall, at his or her expense, prepare and submit to the City Manager an independent fee calculation study for the fee in question. The independent fee calculation study shall follow the methodologies used in the City’s Capital Expansion Fee Study, dated August 2016, as amended, or the City's Transportation Capital Expansion Fee Study dated April 2017, as amended, whichever is applicable. The independent fee calculation study shall be conducted by a professional in impact fee analysis. The burden shall be on the feepayer to provide the City Manager all relevant data, analysis and reports which would assist the City Manager in determining whether the capital fee should be adjusted. The City Manager shall modify said amount only if there is substantial competent evidence in the record that the City erred, based upon the methodologies contained in the City’s Capital Expansion Fee Study, dated August 2016, as amended, or the City's Transportation Capital Expansion Fee Study dated April 2017, as amended, whichever is applicable. Section 10. That Section 7.5-24 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-24. - Entitlement to refunds for nonappropriation/nonexpenditure. . . . (b) In determining whether fee revenues have been appropriated or expended within the requisite periods of time specified in Subsection (a), monies in the applicable capital expansion fee funds and accounts shall be considered to be appropriated and expended on a first in, first out basis; that is, the first fees paid shall be considered the first fees appropriated and expended. . . . -7- Section 11. That Section 7.5-25 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5.25 – Procedure to obtain refund. . . . (d) With respect to refunds based upon abandonment, within ten (10) working days after the application is determined sufficient and site restoration has been completed as required pursuant to § 7.5-24.1, the applicant shall be entitled to a refund, except that the City shall retain an additional two (2) percent of the amount of the fee to be refunded to offset the costs of administering the refund. . . . Section 12. That Section 7.5-28 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-28. - Community parkland capital expansion fee. (a) There is hereby established a community parkland capital expansion fee which shall be imposed pursuant to the provisions of this Article for the purpose of funding capital improvements related to the provision of community parks, as such improvements may be identified in the capital improvements plan for community parkland. Such fee shall be payable prior to the issuance of any building permit for a residential structure. The amount of such fee shall be determined per dwelling unit as follows: Current As of October 1, 2017 Resid., up to 700 sq. ft. $1,102.00 $1,513.00$1,751.00 Resid., 701 to 1,200 sq. ft. 1,414.00 1,984.00 2,432.00 Resid., 1,201 to 1,700 sq. ft. 1,562.00 2,178.00 2,558.00 Resid., 1,701 to 2,200 sq. ft. 1,628.00 2,234.00 2,585.00 Resid., over 2,201 sq. ft. 1,743.00 2,442.00 2,881.00 In the case of duplexes and multi-family structures, the amount of the fee for each dwelling unit shall be based upon the average size of the dwelling units contained within each such structure. (b) All fees collected under this Section shall be deposited into the "community parkland capital expansion fee account" established in § 8-95. This account shall be an interest bearing account, and any interest income earned on the fees shall be credited to the account. Funds withdrawn from the community parkland capital expansion fee account shall be used only -8- for the purposes specified in Subsection (a) of this Section and said expenditures shall be subject to the provisions of this Article. Section 13. That Section 7.5-29 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-29. - Police capital expansion fee. (a) There is hereby established a police capital expansion fee which shall be imposed pursuant to the provisions of this Article for the purpose of funding capital improvements related to the provision of police services, as such improvements may be identified in the capital improvements plan for police services. Such fee shall be payable prior to the issuance of any building permit for a residential, commercial or industrial structure. The amount of such fee shall be determined as follows: Current As of October 1, 2017 Resid., up to 700 sq. ft. $141.00 $177.00 Resid., 701 to 1,200 sq. ft. 178.00 239.00 Resid., 1,201 to 1,700 sq. ft. 198.00 260.00 Resid., 1,701 to 2,200 sq. ft. 206.00 264.00 Resid., over 2,2001 sq. ft. 220.00 294.00 Commercial buildings (per 1,000 sq. ft.) 169.00 223.00 Industrial buildings (per 1,000 sq. ft.) 41.00 52.00 In the case of duplexes and multi-family structures, the amount of the fee for each dwelling unit shall be based upon the average size of the dwelling units contained within each such structure. (b) All fees collected under this Section shall be deposited into the "police capital expansion fee account" established in § 8-96. This account shall be an interest bearing account, and any interest income earned on the fees shall be credited to the account. Funds withdrawn from the police capital expansion fee account shall be used only for the purposes specified in Subparagraph (a) of this Section and said expenditures shall be subject to the provisions of this Article. Section 14. That Section 7.5-30 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-30. - Fire protection capital expansion fee. -9- (a) There is hereby established a fire protection capital expansion fee which shall be imposed pursuant to the provisions of this Article for the purpose of funding capital improvements related to the provision of fire services, as such improvements may be identified in the capital improvements plan for fire protection services. Such fee shall be payable prior to the issuance of any building permit for a residential, commercial or industrial structure. The amount of such fee shall be determined as follows: Current As of October 1, 2017 Resid., up to 700 sq. ft. $281.00 $377.00 Resid., 701 to 1,200 sq. ft. 357.00 509.00 Resid., 1,201 to 1,700 sq. ft. 395.00 554.00 Resid., 1,701 to 2,200 sq. ft. 410.00 563.00 Resid., over 2,200 sq. ft. 440.00 627.00 Commercial buildings (per 1,000 sq. ft.) 339.00 475.00 Industrial buildings (per 1,000 sq. ft.) 80.00 111.00 In the case of duplexes and multi-family structures, the amount of the fee for each dwelling unit shall be based upon the average size of the dwelling units contained within each such structure. (b) All fees collected under this Section shall be deposited into the "fire protection capital expansion fee account" established in § 8-97. This account shall be an interest bearing account, and any interest income earned on the fees shall be credited to the account. Funds withdrawn from the fire protection capital expansion fee account shall be used only for the purposes specified in Subparagraph (a) of this Section and said expenditures shall be subject to the provisions of this Article. Section 15. That Section 7.5-31 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-31. - General governmental capital expansion fee. (a) There is hereby established a general governmental capital expansion fee which shall be imposed pursuant to the provisions of this Article for the purpose of funding capital improvements related to the provision of general governmental services, as such improvements may be identified in the capital improvements plan for general governmental services. Such fee shall be payable prior to the issuance of any building permit for a residential, commercial or industrial structure. The amount of such fee shall be determined as follows: -10- Current As of October 1, 2017 Resid., up to 700 sq. ft. $330.00 $431.00 Resid., 701 to 1,200 sq. ft. 423.00 581.00 Resid., 1,201 to 1,700 sq. ft. 465.00 634.00 Resid., 1,701 to 2,200 sq. ft. 487.00 644.00 Resid., over 2,200 sq. ft. 523.00 716.00 Commercial buildings (per 1,000 sq. ft.) 803.00 1,088.00 Industrial buildings (per 1,000 sq. ft.) 188.00 257.00 In the case of duplexes and multi-family structures, the amount of the fee for each dwelling unit shall be based upon the average size of the dwelling units contained within each such structure. (b) All fees collected under this Section shall be deposited into the "general governmental capital expansion fee account." established in § 8-93. This account shall be an interest bearing account, and any interest income earned on the fees shall be credited to the account. Funds withdrawn from the general governmental capital expansion fee account shall be used only for the purposes specified in subparagraph (a) of this Section and said expenditures shall be subject to the provisions of this Article. Section 16. That Section 7.5-32 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-32. - Transportation expansion fee. There is hereby established a transportation expansion fee which shall be imposed pursuant to the provisions of this Article for the purpose of funding transportation improvements related to the provision of transportation services. Such fees shall be payable prior to the issuance of any building permit for a residential, commercial or industrial structure. These fees shall be deposited in the “transportation improvements fund” established in § 8-87. The amount of such fee shall be determined as follows: TRANSPORTATION EXPANSION FEE SCHEDULE Current As of October 1, 2017 Resid., up to 700 sq. ft. $1,905.00 $1,827.00 Resid., 701 to 1,200 sq. ft. 2,143.00 3,392.00 Resid., 1,201 to 1,700 sq. ft. 3,112.00 4,404.00 Resid., 1,701 to 2,200 sq. ft. 3,112.00 5,150.00 Resid., over 2,2001 sq. ft. 3,112.00 5,520.00 -11- Commercial 11,930.00 6,721.00 Office and Other Services 7,760.00 4,951.00 Industrial/Warehouse 1,130.00 1,598.00 Section 17. That Section 7.5-71 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-71. - Neighborhood parkland capital expansion fee. (a) Payment of a neighborhood parkland capital expansion fee in accordance with this Section shall be required as a condition of approval of all residential development for which a building permit is required, as these terms are defined in § 7.5-17. The fees due for such development shall be payable by the feepayer to the Building Official prior to or at the time of issuance of the first building permit for the property to be developed, unless an agreement has been executed by the City which provides for a different time of payment. All such payments shall be deposited in the “neighborhood parkland capital expansion fee fund” established in § 8-80. Only one (1) fee shall be charged for any dwelling unit. No additional fee for acquisition and development of neighborhood parks shall be charged for the same dwelling unit. If the building permit for which a fee has been paid has expired, and an application for a new building permit is thereafter filed, any amount previously paid for a neighborhood parkland capital expansion fee and not refunded by the City shall be credited against any additional amount due under the provisions of this Article at the time of application for the new building permit. (b) The amount of the fee established in this Section shall be determined for each dwelling unit as follows: Current As of October 1, 2017 Resid., up to 700 sq. ft. $1,300.00 $1,343.00 Resid., 701 to 1,200 sq. ft. $1,667.00 1,797.00 Resid., 1,201 to 1,700 sq. ft. $1,842.00 1,962.00 Resid., 1,701 to 2,200 sq. ft. $1,919.00 1,983.00 Resid., over 2,200 sq. ft. $2,056.00 2,210.00 . . . (e) The methodologies used to set the neighborhood parkland capital expansion fees shall be reviewed and compared to the City's actual infrastructure costs at least once every five (5) years, and adjustments made in accordance with such review and with the provisions of § 7.5-16. -12- Section 18. That Section 7.5-72 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 7.5-72. - Dedication of land in lieu of fee. In lieu of the payment of the neighborhood parkland capital expansion fee under § 7.5-71, an owner of lands may negotiate with the City for the dedication of lands to be used for neighborhood park purposes. If a satisfactory agreement is reached for the dedication of such lands, the price established for such lands may be credited against the neighborhood parkland capital expansion fee owed under § 7.5-71 and the agreement reached between the parties shall be set forth in writing and kept on file in the office of the City Clerk. Similarly, a credit against the neighborhood parkland capital expansion fee under § 7.5-71 may be given on account of the development of lands dedicated for neighborhood park purposes in such amount as may be negotiated for and agreed upon between the City and any developer. Nothing contained in this Section shall be construed to cancel or annul any agreement heretofore entered into by the City concerning the dedication of parkland and credits on fees of the type established by this Article, and all such agreements shall continue in full force and effect, and any credits remaining under such agreement shall apply toward the fee assessed by this Article. Section 19. That Section 8-80 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 8-80. - Neighborhood parkland capital expansion fee fund. There is hereby created a fund to account for the acquisition and development of neighborhood parks known as the neighborhood parkland capital expansion fee fund. Revenues deposited into the fund shall include the neighborhood parkland capital expansion fee collected pursuant to § 7.5-71. Expenditures from this fund shall be made for approved purposes for the acquisition, planning, design, surveying, permitting, engineering, construction and other capital costs for new neighborhood parks as provided in § 7.5-71, including purchases of new park site equipment and plantings. Section 20. That Section 8-87 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 8-87. - Transportation improvements fund. There is hereby created a fund to account for construction of transportation improvements, as defined in § 7.5-17, to be known as the transportation improvements fund. Revenues deposited into this fund shall include all transportation expansion fees collected pursuant to Chapter 7.5 and all monies collected pursuant to Division 2 of Article III of Code Chapter 24. Expenditures shall be made as specified in Chapter 7.5 and Division 2 of Article III of Code Chapter 24. Section 21. That Section 8-92 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 8-92. - Capital expansion fee fund. -13- There is hereby created a fund to account for the acquisition, construction and development of capital improvements as defined in § 7.5-17. Revenues shall include all capital expansion fees collected pursuant to Chapter 7.5, but shall not include the neighborhood parkland capital expansion fee collected and deposited pursuant to § 7.5-71 and § 8-80 or the transportation expansion fee collected and deposited pursuant to § 7.5-32 and § 8-87. Expenditures from this fund shall be made solely for the applicable purposes described in Chapter 7.5. Section 22. That Section 8-93 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 8-93. - General governmental capital expansion fee account. There is hereby created an account within the capital expansion fee fund to account for the acquisition, construction and development of capital improvements related to the provision of general governmental services, as described in the capital improvements plan for general governmental services. Revenues shall include all fees collected pursuant to § 7.5-3. Expenditures from this account shall be made solely for the purposes described in § 7.5-31(b) and according to all other applicable provisions of Chapter 7.5. Section 23. That Section 8-95 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 8-95. - Community parkland capital expansion fee account. There is hereby created an account within the capital expansion fee fund to account for the acquisition, construction and development of capital improvements related to the provision of community parklands, as described in the capital improvements plan for community parkland. Revenues shall include all fees collected pursuant to § 7.5-28. Expenditures from this account shall be made solely for the purposes described in § 7.5-28(b) and according to all other applicable provisions of Chapter 7.5. Section 24. That Section 8-96 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 8-96. - Police capital expansion fee account. There is hereby created an account within the capital expansion fee fund to account for the acquisition, construction and development of capital improvements related to the provision of police services, as described in the capital improvements plan for police services. Revenues shall include all fees collected pursuant to § 7.5-29. Expenditures from this account shall be made solely for the purposes described in § 7.5-29(b) and according to all other applicable provisions of Chapter 7.5. Section 25. That Section 8-97 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 8-97. - Fire protection capital expansion fee account. -14- There is hereby created an account within the capital expansion fee fund to account for the acquisition, construction and development of capital improvements related to the provision of fire protection services to City residents, as described in the capital improvements plan for fire protection. Revenues shall include all fees collected pursuant to § 7.5-30. Expenditures from this account shall be made solely for the purposes described in § 7.5-30(b) and according to all other applicable provisions of Chapter 7.5. Section 26. That Section 24-111 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 24-111. Definitions . . . Exemption shall mean the granting of a partial or complete waiver of the transportation expansion fee not to exceed fifty thousand dollars ($50,000.). . . . Transportation expansion fee shall mean the fee established in § 7.5-32. Transportation fund shall mean the transportation improvement fund established in § 8-87. Transportation improvements shall mean those capital improvements needed to construct arterial or collector streets in the City as shown on the City’s adopted Master Street Plan, as amended, shall include, without limitation, the following capital improvements when described in said Master Street Plan or as described in the City’s adopted Bicycle Master Plan and Pedestrian Master Plan, as these plans may be hereafter amended: right-of-way acquisition; vehicle and bicycle lanes; curbs, gutters and other drainage structures; pedestrian ways; traffic control devices and signals; medians and median landscaping; and transit facilities, including, without limitation, transit stops and rolling stock, to the extent that such transit facilities are reasonably necessary to expand the City's transit system so as to provide transit services to feepayers, as this term is defined in § 7.5-17. However, transportation improvements shall not include the local street portion and related capital improvements required for a developed parcel under this Code and the Land Use Code. Section 27. That Section 24-112 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 24-112. - Transportation improvements reimbursement program. (a) The transportation expansion fee revenue collected pursuant to §§ 7.5-19 and 7.5-32 and deposited in the transportation fund shall be utilized to pay certain costs associated with and necessary for the following transportation improvements: (1) increasing the width of streets and sidewalks from local access status to arterial or collector status; (2) acquiring the necessary right-of-way to accommodate the expansion of such streets and sidewalks; (3) providing traffic signalization when required because of collector or arterial status; and (4) expanding the City's transit system. Payments for such purposes may be made directly by the City or in the form of reimbursements to the developers of real property in the City -15- according to the provisions of this Division. Those categories of cost which will be eligible for reimbursement from the transportation fund shall be determined by the City Engineer, who shall maintain an itemization of the same in the form of administrative guidelines. The City shall not participate in the cost of these or any other transportation improvements required solely for the special use and benefit of the adjacent development, including, without limitation, any acceleration or deceleration lanes, double left-turn lanes, or traffic- control signals that are required by the transportation impact study for the development or by the Traffic Engineer. Notwithstanding the foregoing, monies from the transportation funds may be utilized to pay for all traffic-control signals associated with arterial-arterial intersections and for one (1) such signal per collector-arterial intersection per mile. Monies expended from the transportation fund shall not be used to pay for the cost of increasing the depth of the local access portion of any street required to be constructed to arterial or collector standards. (b) The City Council shall, by resolution, adopt criteria to evaluate the community benefit of streets in a development project to determine whether transportation improvements are needed. If the City determines that the construction of transportation improvements do not convey a measurable community benefit according to such criteria, then no monies expended by the developer for such transportation improvements shall be eligible for reimbursement by the City, and the street construction requirements for the development shall be limited to those reasonably necessary to offset the traffic impacts of the development. All collector and arterial streets, if required, shall be constructed to such specifications as shall be necessary in the judgment of the City Engineer based on traffic safety considerations, and taking into account the transportation impact of the development upon such arterial or collector street. No such arterial street shall be constructed to a width of less than thirty-six (36) feet. (c) The City shall have no obligation to make reimbursement payments for transportation improvements unless funds for such payments shall first have been budgeted and appropriated from the transportation fund by the City Council; provided, however, that, to the extent that funds are not available for such reimbursement, the City shall not require construction, at the developer's expense, of any oversized portion of streets not reasonably necessary to offset the traffic impacts of the subject development, unless otherwise agreed upon by the City and the developer. The City shall have no obligation to make payment for transportation improvements unless a written request for such payment in form acceptable to the City and providing reasonable detail and proof of the expenses incurred shall have been submitted to the City within ninety (90) days of written City acceptance of such completed improvements. (d) In order to limit the reimbursement payments under this Section to the amount budgeted and appropriated, the City may make the following payments from the transportation fund subject to the limitations as contained in Subsection (c) above: (1) Upon acceptance and approval by the City of a payment request for transportation funds, the City may pay a percentage of the amount requested. The percent of initial payment shall be determined by the City Engineer prior to the start of the applicable budget year. -16- (2) At the close of the submittal period for the applicable budget year, the City will proportionally reimburse any remaining revenues from that budget year to development projects that had received a percentage reimbursement. Such proportionate reimbursement shall be based upon the following ratio: -17- Total revenues budgeted and appropriated = Total of requested payments for transportation improvements Proportionate reimbursement of each requested payment Section 28. That Section 24-113 of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 24-113. - Fee waiver, appeals. (a) Exceptional hardship . The City Engineer, upon application of any interested party, may waive or otherwise adjust any of the fees established in Division 1 of Article II in Code Chapter 7.5, in order to prevent manifest injustice. No such waiver shall be granted unless, by reason of extraordinary and exceptional situations or conditions of the property which is the subject of the fee, the strict application of this Division would result in peculiar and exceptional hardship upon the owner of such property; provided, however, that such relief may be granted without substantially impairing the intent and purposes of this Division. No such hardship shall be founded upon ability or inability to pay the fee. . . . Section 29. That Section 3.3.2(G) of the Land Use Code is hereby amended to read as follows: (G) City Participation in Certain Street Improvements. (1) If a street within or adjacent to the development is improved as an arterial or collector street rather than as a local street, the developer making such improvements shall be reimbursed in accordance with the provisions of Section 24-112 of the City Code. (2) If an off-site street is improved to a width in excess of thirty-six (36) feet, and provided that such excess width is not required because of the traffic impacts of the development, the City Engineer shall compute the extra expense caused by such street being improved to such excess width. Such extra expense shall be paid by the City out of the Transportation Improvements Fund established in § 8-87. The City's obligations to participate in such costs shall be limited to those funds budgeted and appropriated for the payment requested. The participation of the City shall be limited to the costs of design, construction and right-of-way acquisition as limited pursuant to Section 24-112 of the City Code and costs of curbs, gutters or sidewalks exceeding local standards. . . . Section 30. That the City Manager is hereby directed to form a working-group of City staff and community stakeholders to review the Studies, to consider any future changes to the -18- City’s Capital Expansion Fees based on the Studies, and to present the recommendations of that working-group to the Council with any such proposed changes. The Council also hereby appoints Councilmember ______________ to act as liaison for communications between the City Manager and his working-group and the Council. Introduced, considered favorably on first reading, and ordered published this 16th day of May, A.D. 2017, and to be presented for final passage on the 6th day of June, A.D. 2017. __________________________________ Mayor ATTEST: _______________________________ City Clerk Passed and adopted on final reading on the 6th day of June, A.D. 2017. __________________________________ Mayor ATTEST: _______________________________ City Clerk -1- ORDINANCE NO. 068, 2017 OF THE COUNCIL OF THE CITY OF FORT COLLINS AMENDING CHAPTER 26 OF THE CODE OF THE CITY OF FORT COLLINS REGARDING CALCULATION AND COLLECTION OF DEVELOPMENT FEES IMPOSED FOR THE CONSTRUCTION OF NEW OR MODIFIED ELECTRIC SERVICE CONNECTIONS WHEREAS, the City Council is empowered and directed by Article XII, Section 6, of the City Charter to fix, establish, maintain and provide for the collection of such rates, fees or charges for utility services furnished by the City as will produce revenues sufficient to pay the costs, expenses and other obligations of the electric utility, as set forth therein; and WHEREAS, pursuant to City Code Sections 26-473 through 26-475, the City imposes development fees for new or modified electric service connections, including an Electric Capacity Fee and a Building Site Charge; and WHEREAS, the ECF is a one-time charge designed to recover the initial cost of adding new development to the electric system, and the Building Site Charge (BSC) is designed to recover actual time and materials costs associated with building on site electric facilities at the specific development; and WHEREAS, the ECF and BSC together represent the total electric plant investment fee (PIF) for new development; and WHEREAS, during 2016, Electric Utility staff engaged NewGen Strategies to assist in evaluating the calculation and methodology used in setting the ECF and BSC in light of the Utility’s costs, the nature of development occurring in the City, and regional municipal utility practice; and WHEREAS, staff has determined the current methodology assumes greenfield development, looking to square footage, the linear footage that abuts the public right of way, and demand (kilowatt or kW) required to serve the developed site; and WHEREAS, as the City experiences more redevelopment, mixed use developments and higher density developments, this method fails to appropriately assign capital costs to the new load required to serve developed sites; and WHEREAS, staff recommends updating the cost allocation methodology used to calculate the ECF and BSC to assign costs based on actual system value, which is the “buy-in” approach used to calculate new or modified service connection fees for water and wastewater services, more accurately reflect the cost of redevelopment in the community, and simplifies administration of the ECF and BSC; and WHEREAS, based on the foregoing, it is the desire of the City Council to amend Chapter 26 of the City Code to update the methodology for calculating and applying the Electric Capacity Fee and a Building Site Charge for new or modified electric service connections. -2- NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS as follows: Section 1. That the City Council hereby makes and adopts the determinations and findings contained in the recitals set forth above. Section 2. That Section 26-474(b) of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 26-474. Residential electric development fees and charges. . . . (b) The ECF shall be the total of the, dwelling unit charge and systems modification charge, to be determined as follows: (1) The dwelling unit charge shall be as follows: a. For a single-family panel size with one hundred fifty (150) amp service (nonelectric heat), per dwelling unit $1,537 b. For a single-family panel size with two hundred (200) amp service $1,879 c. For a single-family with electric heat, per dwelling unit $2,508 d. For a multi-family panel size with two hundred (200) amp service or with one hundred fifty (150) amp service (non-electric heat), per dwelling unit $1,350 e. For a multi-family panel size with two hundred (200) amp service or with one hundred fifty (150) amp service with electric heat, per dwelling unit $2,066 (2) A system modifications charge will apply when a new or modified service will require infrastructure in addition to or different from the standard base electrical system model. The differential costs associated with such system modifications will be included in the calculated ECF. -3- . . . Section 3. That Section 26-474(d) of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 26-474. Residential electric development fees and charges. . . . (d) A Building Site Charge ("BSC") for any new or modified residential service shall consist of the total of the applicable charges as described in this Subsection (d), and shall be paid as specified herein. . . . (2) When any new or modified residential service requires installation by the Utility of secondary service the BSC shall include a secondary service charge (SSC), and shall be paid at the time of building permit and based upon the current rates as of the time of issuance of the building permit. The SSC for single-family and duplex residences shall be the total of the secondary service charges, determined as follows: a. The secondary service charge shall be as follows: Secondary Service Size Charge (up to 65 feet) Plus Per-Foot Charge for Each Foot Over 65 4/0 service 1,143.00 7.05/Foot 4/0 Mobile Home Service 932.00 N/A . . . (4) Any single-phase residential service over two hundred (200) amps shall be considered a non-residential service. Section 4. That Section 26-475(b) of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 26-475. Nonresidential electric development fees and charges. . . . (b) The ECF shall be the total of the kVA service charge and systems modification charge, to be determined as follows: -4- (1) The kVA service charge shall be determined as follows. a. For customer electric loads served by the utility, the kVA service charge shall be calculated as follows: ECF shall be calculated as follows: secondary metered services $/kW = 320.31 + 21 x ln(kW) primary metered services $/kW = 212.78 + 7.89 x ln(kW), Where ln is the natural logarithm kW is calculated as follows: three phase services kW = A x V x SQRT(3) x PF x 0.3 single phase services kW = A x V x PF x 0.3 Where A is the requested amperage. V is requested line to line voltage. PF is the power factor, which is assumed to be 0.9. (2) A system modifications charge will apply when a new or modified service will require infrastructure in addition to or different from the standard base electrical system model. The differential costs associated with such system modifications will be included in the calculated ECF. . . . Section 5. That Section 26-475(d) of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 26-475. Nonresidential electric development fees and charges. … (d) A Building Site Charge ("BSC") for extending primary circuitry to the transformer for any new or modified nonresidential service shall be invoiced and paid in the same manner and at the same time as the ECF is invoiced and paid pursuant to Section 26-475(a). The BSC shall be the total of the primary circuit charge, transformer installation charge and any additional charges, determined as follows: -5- (1) The primary circuit charge for service from the utility source to the transformer shall be as follows: a. For single-phase service, per foot of primary circuit 9.12 b. For three-phase service, per foot of primary circuit 16.58 (2) The transformer installation charge shall be as follows: a. For single-phase service, per transformer 1,153.19 b. For three-phase service, per transformer 2,458.14 … Section 6. That the amendments to Chapter 26 of the City Code contained herein shall go into effect for all new or modified electric service connections on October 1, 2017. Introduced, considered favorably on first reading, and ordered published this 16th day of May, A.D. 2017, and to be presented for final passage on the 6th day of June, A.D. 2017. __________________________________ Mayor ATTEST: _______________________________ City Clerk -6- Passed and adopted on final reading on the 6th day of June, A.D. 2017. __________________________________ Mayor ATTEST: _______________________________ City Clerk AffordableHousingBoard X XX XX X BoardofRealtors X X XX X X X X X EconomicAdvisoryCommission X X DowntownDevelopmentAuthority X XX X X X X BuildingReviewBoard X ParksandRecreationBoard X XXX X NorthFortCollinsBusinessAssociation X X XX X X HousingCatalyst X XX X HumanRelationsBoard X XX X X ATTACHMENT 3