Loading...
HomeMy WebLinkAboutBozemanTransportationIFUpdCity of Bozeman Transportation Impact Fee Update Study DRAFT REPORT May 30, 2018 Prepared for: City of Bozeman 121 North Rouse Avenue Bozeman, Montana 59771 ph (406) 582-2260 Prepared by: Tindale Oliver 1000 N. Ashley Dr., #400 Tampa, Florida, 33602 ph (813) 224-8862 fax (813) 226-2106 E-mail: nkamp@tindaleoliver.com 497003-00.17 DRAFT Tindale Oliver City of Bozeman May 2018 i Transportation Impact Fee Update Study City of Bozeman Transportation Impact Fee Update Study Table of Contents I. EXECUTIVE SUMMARY ................................................................................................. 1 II. INTRODUCTION ........................................................................................................... 3 Methodology ................................................................................................................. 3 Legal Compliance Overview .......................................................................................... 5 III. DEMAND COMPONENT ................................................................................................ 8 Travel Demand .............................................................................................................. 8 Conversion of Vehicle-Trips to Person-Trips ................................................................ 8 Interstate Adjustment Factor ....................................................................................... 8 Local Trip Length Adjustment Factor ............................................................................ 9 Trip Exchange District Discount Factor ......................................................................... 10 IV. COST COMPONENT ...................................................................................................... 14 City Roadway Cost ........................................................................................................ 14 State Roadway Cost ...................................................................................................... 15 Summary of Costs (Blended Cost Analysis) .................................................................. 15 Person-Miles of Capacity Added per Lane Mile (Roadways) ........................................ 16 Cost per Person-Mile of Capacity Added (Roadways) .................................................. 17 Bicycle and Pedestrian Facility Costs ............................................................................ 17 Transit Capital Cost per Person-Mile of Travel ............................................................. 18 V. CREDIT COMPONENT ................................................................................................... 19 Capital Improvement Credit ......................................................................................... 19 Present Worth Variables ............................................................................................... 20 Fuel Efficiency ............................................................................................................... 20 Effective Days per Year ................................................................................................. 21 VI. CALCULATED MULTI-MODAL TRANSPORTATION IMPACT FEE ...................................... 22 Multi-Modal Transportation Impact Fee Calculation ................................................... 24 VII. IMPACT FEE REVENUE PROJECTIONS ........................................................................... 25 VIII. IMPACT FEE BENEFIT DISTRICTS ................................................................................... 27 DRAFT Tindale Oliver City of Bozeman May 2018 ii Transportation Impact Fee Update Study Appendices: APPENDIX A: Demand Component APPENDIX B: Cost Component APPENDIX C: Credit Component APPENDIX D: Multi-Modal Transportation Impact Fee Schedule DRAFT Tindale Oliver City of Bozeman May 2018 1 Transportation Impact Fee Update Study I. Executive Summary The most recent technical study for the City of Bozeman’s transportation impact fees was completed in 2012. The City retained Tindale Oliver to prepare an update study to reflect changes to cost, credit, and demand components since the last technical study. Additionally, this update study transitions the roadway impact fee into a multi-modal impact fee, providing additional flexibility to fund capital infrastructure for stand-alone transit, bicycle, and pedestrian facilities, in addition to roads. It should be noted that figures included in this study represent the technically defensible level of impact fees that the City could charge; however, the City may choose to discount fees as a policy decision. An impact fee is a one-time capital charge levied against new development to fund infrastructure capacity consumed by new growth. Impact fee revenue can only be used for capacity expansion projects and not for expenses related to replacement, maintenance, or operations. The methodology used to update City’s impact fee program is a consumption-based impact fee methodology, which has also been used to calculate the City’s adopted impact fees. A consumption-based impact fee charges new development based upon the burden placed on services from each land use (demand). A consumption-based impact fee is intended to charge new growth the proportionate share of the cost of providing additional infrastructure available for use by new growth. In addition, consistent with the requirements of the Montana enabling legislation, a credit is subtracted from the total cost to account for the value of future non-impact fee revenue contributions (taxes, user fees, etc.) of the new development toward the construction of capacity expansion projects when non-impact fee funding is used to build capital facilities. Consistent with the City’s adopted impact fee methodology, the primary steps involved in the update of the transportation impact fee included the following:  Review of the travel demand characteristics of land uses  Review of recent cost data related to transportation capacity expansion  Review of funding sources used for transportation capacity expansion projects  Calculation of the updated multi-modal transportation impact fee Table ES-1 provides a summary of the calculated fees. DRAFT Tindale Oliver City of Bozeman May 2018 2 Transportation Impact Fee Update Study Table ES-1 Summary of Multi-Modal Transportation Impact Fee Rates Source: Appendix D, Table D-1 ITE LUC Land Use Unit Net Impact Fee Net IF w/5% Admin RESIDENTIAL: Residential: 1,400 sf or less du $3,895 $4,090 Residential: 1,401 to 1,600 sf du $4,021 $4,222 Residential: 1,601 to 1,800 sf du $4,148 $4,355 Residential: 1,801 to 2,000 sf du $4,240 $4,452 Residential: 2,001 to 2,200 sf du $4,339 $4,556 Residential: 2,201 to 2,400 sf du $4,416 $4,637 Residential: 2,401 to 2,600 sf du $4,504 $4,729 Residential: 2,601 to 2,800 sf du $4,581 $4,810 Residential: 2,801 to 3,000 sf du $4,634 $4,866 Residential: 3,001 sf or more du $4,656 $4,889 n/a Group Quarters person $1,583 $1,662 254 Assisted Living bed $472 $496 LODGING: 320 Lodging room $916 $962 INSTITUTIONS: 520 Elementary School (Private) 1,000 sf (gfa) $4,418 $4,639 530 Secondary School (Private) 1,000 sf (gfa) $3,580 $3,759 550 University/College student $691 $726 565 Day Care Center student $397 $417 610 Hospital 1,000 sf (gfa) $4,209 $4,419 OFFICE: 710 Office 1,000 sf (gfa) $2,359 $2,477 760 Research & Development Center 1,000 sf (gfa) $3,551 $3,729 RETAIL: 820 Retail/Restaurant 1,000 sf (gla) $6,878 $7,222 INDUSTRIAL: 110 Light Industrial 1,000 sf (gfa) $1,195 $1,255 140 Manufacturing 1,000 sf (gfa) $942 $989 150 Warehouse 1,000 sf (gfa) $421 $442 151 Mini-Warehouse 1,000 sf (gfa) $217 $228 n/a DRAFT Tindale Oliver City of Bozeman May 2018 3 Transportation Impact Fee Update Study II. Introduction The City of Bozeman’s transportation impact fee was most recently updated in 2012 and has been indexed annually to keep up with inflation. The City’s Street Impact Fee Ordinance (Bozeman Municipal Code (BMC), Chapter 3.24.050 – Street Impact Fees) was adopted in 1996. The impact fee ordinance was imposed to assist the City in providing adequate transportation facilities needed to accommodate the roadway capacity consumed by new development. The primary purpose of the roadway system is to provide mobility with the additional role of ensuring public safety by providing access for fire and ambulance response vehicles. In addition, the roadway system provides the transportation capacity needed to serve new development. The City of Bozeman has retained Tindale Oliver to prepare an update study to reflect changes to the cost, credit and demand components since 2012. In addition, the City is interested in converting the current roadway-based transportation impact fee to a multi-modal fee. A multi-modal fee shares the same basic principles as a roadway impact fee except that it provides additional flexibility to fund capital infrastructure for transit facilities as well as stand-alone bicycle and pedestrian facilities, in addition to roads. The City’s current fee structure allows for bike/ped improvements, but only when they accompany a roadway capacity expansion improvement. A multi-modal fee expands funding flexibility to add sidewalks and bicycle lanes to existing roads as well as construct transit amenities, and reflects new development’s impact on the entire transportation system (excluding rail and interstate facilities). Methodology The methodology used for the multi-modal transportation impact fee study follows a consumption-based impact fee approach in which new development is charged based upon the proportion of person-miles of travel (PMT) that each unit of new development is expected to consume of a lane-mile of the transportation network. The multi-modal impact fee incorporates the entire network of transportation within the city, including city, county and state roads, as well and transit, bicycle, and pedestrian facilities, but excludes limited access facilities and rail, which require large scale investments and are not typically funded with impact fees. The fee is assessed on all new development within the City limits and revenues are restricted to be used for capacity expansion improvements inside the City. DRAFT Tindale Oliver City of Bozeman May 2018 4 Transportation Impact Fee Update Study Examples of capacity expansion projects that are eligible to be funded with impact fee revenues include new roadway construction, road lane addition, intersection improvements, addition of sidewalks and bicycle lanes to existing roadways, construction of transit amenities, among others. As long as these facilities are located on classified collector and arterial roadways (not on local, neighborhood roads), impact fee revenues can be used to fund these types of capacity expansion projects. In the case of roadways and intersections, the level of service standards included in the City’s Transportation Master Plan are based on Highway Capacity Manual. As outlined in the Manual, capacities incorporated into levels of service (LOS) standards are based on properly functioning intersections. The Manual defines LOS standards of A through F for both roadways and intersections. In other words, intersection movements are an integral part of roadway capacity and it is not possible to achieve a given LOS without the intersections operating at least at the same level or better. Finally, intersections that function efficiently result in higher capacity per lane mile, which in turn reduces the impact fee. If the intersections do not operate as they should, the achieved capacity decreases, which in turn increases the fee. As such, intersection improvements are an integral part of achieving additional capacity and are eligible to be funded completely with impact fee revenues. Included in this document is the necessary support material used in the calculation of the transportation impact fee. The general equation used to compute the impact fee for a given land use is: [Demand x Cost] – Credit = Fee The “demand” for travel placed on a transportation system is expressed in units of Vehicle-Miles of Travel (VMT) (daily vehicle-trip generation rate x the trip length x the percent new trips [of total trips]) for each land use contained in the impact fee schedule. Trip generation represents the average daily rates since new development consumes trips on a daily basis. The VMT is converted to PMT using the person-trip factor. The “cost” of building new capacity typically is expressed in units of dollars per person-mile of transportation capacity. Under the consumption-based approach, impact fee calculations are based on the marginal cost of adding capacity and do not include cost associated with improving existing deficiencies. The “credit” is an estimate of future non-impact fee revenues generated by new development that are allocated to provide roadway capacity expansion. The impact fee is considered to be an “up front” payment for a portion of the cost of building a person-mile of capacity that is DRAFT Tindale Oliver City of Bozeman May 2018 5 Transportation Impact Fee Update Study reasonably related to the amount of capacity consumed by each unit of land use contained in the impact fee schedule, that is not paid for by future tax revenues generated by the new development activity. These credits are required under the supporting case law for the calculation of impact fees where a new development activity must be reasonably assured that they are not paying, or being charged, twice for the same level of service. The input variables used in the fee equation are as follows: Demand Variables:  Trip generation rate  Trip length  Percent new trips  Vehicle-trips to person-trips factor Cost Variables:  Transportation cost per person-mile  Transportation capacity per person-mile Credit Variables:  Equivalent gas tax credit (pennies)  Present worth  Fuel efficiency  Effective days per year Legal Compliance Overview Section 7-6-1602 MCA established the requirements in state law for documentation for the development of an impact fee. That statute leaves to the judgement of each community where each piece of information is organized. Table 1 lists each element and shows where in the City of Bozeman documentation of facility planning and fee calculation the required item is provided. The listed section(s) is a primary, but not exclusive, location where the subject is discussed. Collectively, the facility plan, design standards and specifications policy, fee study, capital improvement program, unified development ordinance, and impact fee ordinance satisfy the required documentation. All reference documents are available through the City offices. DRAFT Tindale Oliver City of Bozeman May 2018 6 Transportation Impact Fee Update Study Table 1 Compliance with Montana State Statute, Section 7-6-1602 MCA Section Reference Documentation Item Document(s) Page or Section (1) For each public facility for which an impact fee is imposed, the governmental entity must prepare and approve a service area report Transportation Impact Fee Study, 2018 N/A (2) (2)(a) describe existing conditions of the facility; Bozeman Transportation Master Plan, 2017 Chapter 2, Section 2.3 & Appendix G (2)(b) establish level-of-service standards; Bozeman Code of Ordinances Chapter 38, Sec. 38.24.060 (2)(c)forecast future additional needs for service for a defined period of time; Bozeman Transportation Master Plan, 2017 Chapter 3, Section 3.2 (2)(d)identify capital improvements necessary to meet future needs for service; Bozeman Transportation Master Plan, 2017 Chapter 4 & Appendix H (2)(e) identify those capital improvements needed for continued operation and maintenance of the facility; Bozeman Transportation Master Plan, 2017 Chapter 4 & Appendices H & I (2)(f) make a determination as to whether one service area or more than one service area is necessary to establish a correlation between impact fees and benefits; Transportation Impact Fee Study, 2018 Section VII (Impact Fee Benefit Districts) (2)(g) make a determination as to whether one service area or more than one service area for transportation facilities is needed to establish a correlation between impact fees and benefits; Transportation Impact Fee Study, 2018 Section VII (Impact Fee Benefit Districts) Bozeman Transportation Master Plan, 2017 Chapters 4 & 6 FY 2018 Capital Improvements Program Road Impact Fee CIP (2)(i) establish the methodology that the governmental entity will use to exclude operations and maintenance costs and correction of existing deficiencies from the impact fee; Transportation Impact Fee Study, 2018 Section III (Cost Component), Appendix B (2)(j) establish the amount of the impact fee that will be imposed for each unit of increased service demand; and Transportation Impact Fee Study, 2018 Section V (Fee Calculation), Appendix D (2)(k) have a component of the budget of the governmental entity that: (i) schedules construction of public facility capital improvements to serve projected growth; (ii) projects costs of the capital improvements; (iii) allocates collected impact fees for construction of the capital improvements; and (iv) covers at least a 5-year period and is reviewed and updated at least every 5 years FY 2018 Capital Improvements Program Arterial & Collector District Fund, Pg. 17 General Fund, Pg. 85 Street and Curb Reconstructions, Pg. 227 Street Impact Fee, Pg. 249 Street Maintenance District, Pg. 299 (3) The service area report is a written analysis that must contain documentation of sources and methodology used for purposes of subsection (2) and must document how each impact fee meets the requirements of subsection (7) Transportation Impact Fee Study, 2018 Each subsection of the report includes sources for reference and addresses various components of subsection (7) (see below) The service area report is a written analysis that must: (2)(h) establish the methodology and time period over which the governmental entity will assign the proportionate share of capital costs for expansion of the facility to provide service to new development within each service area; DRAFT Tindale Oliver City of Bozeman May 2018 7 Transportation Impact Fee Update Study Table 1 (continued) Compliance with Montana State Statute, Section 7-6-1602 MCA Section Reference Documentation Item Document(s) Page or Section (4) The service area report that supports adoption and calculation of an impact fee must be available to the public upon request Transportation Impact Fee Study, 2018 The impact fee technical report will be adopted through a public hearing process and all documents will be made available by the City of Bozeman (5) The amount of each impact fee imposed must be based upon the actual cost of public facility expansion or improvements or reasonable estimates of the cost to be incurred by the governmental entity as a result of new development. The calculation of each impact fee must be in accordance with generally accepted accounting principles Transportation Impact Fee Study, 2018 Section III (Cost Component), Appendix B (6) The ordinance or resolution adopting the impact fee must include a time schedule for periodically updating the documentation required under subsection (2) Bozeman Code of Ordinances Chapter 2, Sec. 2.06.1700, K, 1 An impact fee must meet the following requirements: (a) The amount of the impact fee must be reasonably related to and reasonably attributable to the development's share of the cost if infrastructure improvements made necessary by the new development Transportation Impact Fee Study, 2018 Section II (Demand Component), Section III (Cost Component), Section IV (Credit Component), Section V (Fee Calculation), Appendices A-D Bozeman Transportation Master Plan, 2017 Chapters 4 & 6 FY 2018 Capital Improvements Program Road Impact Fee CIP (ii) consideration of payments for system improvements reasonably anticipated to be made by or as a result of development in the form of user fees, debt service payments, taxes, and other available sources of funding the system improvements Transportation Impact Fee Study, 2018 Section IV (Credit Component), Appendix C (c) Costs for correction of existing deficiencies in a public facility may not be included in the impact fee Transportation Impact Fee Study, 2018 Section I (Introduction) (d) New development may not be held to a higher level of service than existing users unless there is a mechanism in place for the existing users to make improvements to the existing system to match the higher level of service Transportation Impact Fee Study, 2018 Section I (Introduction) (e) Impact fees may not include expenses for operations and maintenance of the facility Transportation Impact Fee Study, 2018 Section III (Cost Component), Appendix B (7) (b) The impact fees imposed may not exceed a proportionate share of the costs incurred or to be incurred by the governmental entity in accommodating the development. The following factors must be considered in determining a proportionate share of public facilities capital improvement costs; (i) the need for public facilities capital improvements required to serve new development; and DRAFT Tindale Oliver City of Bozeman May 2018 8 Transportation Impact Fee Update Study III. Demand Component Travel Demand The amount of transportation system consumed by a unit of new land development is calculated using the following variables and is a measure of the person-miles of new travel a unit of development places on the existing transportation system:  Number of daily trips generated;  Average length of those trips; and  Proportion of travel that is new travel, rather than travel that is already on the transportation system. The trip characteristics variables were primarily obtained from two sources: (1) similar studies conducted locally in Bozeman and outside of Bozeman (Trip Characteristics Database) and (2) the Institute of Transportation Engineers’ (ITE) Trip Generation reference report (10th Edition). The Trip Characteristics Studies Database is included in Appendix A. This database was used to determine trip length, percent new trips, and the trip generation rate for several land uses. Conversion of Vehicle-Trips to Person-Trips In the case of the multi-modal approach, it is necessary to estimate travel in units of person- miles. Vehicle-trips were converted to person-trips by applying a vehicle-trip to person-trip conversion factor of 1.30, which accounts for the average number of persons occupying a car. This value was derived from vehicle occupancy trend data in the 2009 National Household Travel Survey (NHTS). Interstate Adjustment Factor This variable was used to recognize that interstate highway improvements are funded by the State (specifically, the Montana Department of Transportation) using earmarked State and Federal funds. The calculated multi-modal fees do not charge for the travel on these facilities and similarly, the impact fee calculations do not account for cost of or future revenues that will be spent on these facilities. Typically, impact fees are not used to pay for interstate DRAFT Tindale Oliver City of Bozeman May 2018 9 Transportation Impact Fee Update Study improvements and, therefore, the associated demand, cost, and credit are eliminated from the impact fee calculation. The interstate adjustment factor was calculated using the projected 2040 VMT provided in the Bozeman Transportation Model. The projected VMT values were summarized based on the jurisdiction of each roadway segment, resulting in a 19.9 percent adjustment factor calculated for travel on I-90. By applying this factor to the total VMT for each land use, the reduced VMT is then representative of only the roadways which can be funded by transportation impact fees. Appendix A, Table A-1 provides further detail on this calculation. Local Trip Length Adjustment Factor Tindale Oliver conducted local trip characteristics studies in Bozeman in 2008 for residential, office, and retail land uses. Results of these studies are presented in Appendix A. Based on these local studies, trip length adjustment factors were applied to remaining residential and non- residential land uses that were not studied, to reflect the local travel characteristics. These adjustment factors were applied to trip length data from the trip characteristics database (included in Appendix A). Single Family trip length reduction factor of 53% was applied to the following land uses:  Group quarters  Assisted living  Lodging  University/college  Hospital Office trip length reduction factor of 43% was applied to the following land uses:  Elementary school  Secondary school  Day care center  Research & development center  Light industrial  Manufacturing  Warehouse  Mini-warehouse DRAFT Tindale Oliver City of Bozeman May 2018 10 Transportation Impact Fee Update Study Trip Exchange District (TED) Discount Factor Downtown TED: Bozeman has identified the downtown core as a “trip exchange district” meaning that this area has different travel characteristics than the rest of the city. The downtown TED corresponds with lower consumption of transportation capacity per unit of development due to the following factors:  Shared and consolidated parking.  High degree of pedestrian and bicycle access to and throughout the TED.  Public transit availability.  Extensive trip capture between businesses. Person will make a single vehicle trip and visit multiple establishments. Currently, Bozeman reduces impact fees for new development within the downtown TED by 29 percent. The downtown TED reduction factor was reviewed and compared to the internal capture ranges from several recent research studies on mixed-use development internal trip capture due to the mix of uses and design characteristics of these types of developments. Table 2 presents a summary of the findings. As shown in Table 2, the range of internal capture reductions range from 0 to 62 percent. The current reduction factor of 29 percent falls within the range of the research studies results. The Downtown TED boundary is presented in Map 1. DRAFT Tindale Oliver City of Bozeman May 2018 11 Transportation Impact Fee Update Study Table 2 Estimated Cost per Lane Mile for City and State Roadway Projects Map 1: Downtown Trip Exchange District Source Reference Range of Internal Capture Research Studies ITE 2nd Edition Institute of Transportation Engineers Handbook, 2nd Ed.5-25% NCHRP 684/ITE 3rd Edition National Cooperative Highway Research Program 28-41% EPX MXD Model v4.0 EPA, Fehr & Peers 8-28% ITE 1998 surveys (origins) NCHRP 684, PDF pg 19 0-53% ITE 1998 surveys (destinations) NCHRP 684, PDF pg 19 0-37% Districtwide TGR Study, FDOT, District IV, March 1995 NCHRP 684, PDF pg 20 28-41% FDOT Trip Characteristics Study of MXDs, FDOT, District IV, March 1993 NCHRP 684, PDF pg 21 (Table 8) 7-62% Trip Generation for MXDs, Technical Committee Report, Colorado-Wyoming Section, ITE, January 1986 NCHRP 684, PDF pg 23 25% Brandermill PUD Traffic Generation Study, Technical Report, JHK & Associates, Alexandria, Virginia, June 1984 NCHRP 684, PDF pg 23 45-55% Kittelson & Associates, Crocker Center, Mizner Park, Galleria NCHRP 684, PDF pg 25 38-41% Mehara and Keller NCHRP 684, PDF pg 25 0-40% Local Government Practices Transportation Impact Analyses (ITE Method) NCHRP 684, PDF pg 11 5-25% 29% reduction DRAFT Tindale Oliver City of Bozeman May 2018 12 Transportation Impact Fee Update Study University TED: In 2014/2015, the City of Bozeman recognized an additional TED district encompassing the Montana State University (MSU) campus and some peripheral private development land. The University TED boundary is presented in Map 2. A detailed transportation study1 was conducted to assess internal capture and travel characteristics within this sub-area. This study concluded that, similar to the downtown TED, the University TED benefits from high trip capture and above average non-vehicle travel. The following reduction factors were determined for certain land uses:  Non-Housing, private/near campus = 25%  Housing, private/near campus = 35%  Group Quarters, private/near campus = 59%  Non-Housing, MSU on campus = 31% office, 46% academic  Housing, MSU on campus = 44%  Group Quarters, MSU on campus = 62% Similar to the adopted downtown reduction factor, the University TED factors fall within the range of the mixed-use/internal capture observed in the research studies presented in Table 2. 1 University Trip Exchange District Study, Western Transportation Institute, College of Engineering, MSU, October 2014 DRAFT Tindale Oliver City of Bozeman May 2018 13 Transportation Impact Fee Update Study Map 2: University Trip Exchange District MSU on Campus: Non-Housing = 31% to 46% reduction Housing = 44% reduction Group Quarters = 62% reduction Private/Near MSU: Non-Housing = 25% reduction Housing = 35% reduction Group Quarters = 59% reduction DRAFT Tindale Oliver City of Bozeman May 2018 14 Transportation Impact Fee Update Study IV. Cost Component This section examines the construction costs of transportation capacity-expansion improvements within the City of Bozeman. City Roadway Cost This section examines the right-of-way (ROW), construction, and other cost components associated with city roads with respect to capacity-expansion improvements in Bozeman. For this purpose, recent bid data and cost estimates for future improvements were reviewed to provide supporting cost data for city roadway improvements. The cost for each roadway capacity project was separated into two phases: ROW and construction. Right-of-Way The ROW cost reflects the total cost of the acquisitions along a corridor that were necessary to have sufficient cross-section width to widen an existing road or, in the case of new construction, to build a new road. Based on discussions with City staff, a 10 percent ROW-to-construction factor was determined for impact fee purposes. This factor reflects that most ROW is acquired through annexations or is readily available, but accounts for the occasional acquisitions that the City is forced to purchase for critical improvements. Construction The construction cost for city roads was based on a review of projected improvements in the City’s Transportation Master Plan. The TMP project list totaled over 31 lane miles of committed and recommended city road improvements, averaging $2.8 million per lane mile. These improvements include associated intersection improvements that would accompany the roadway expansion and improve capacity. As mentioned previously, LOS values used in the Transportation Master Plan are determined by using the methods defined in the Highway Capacity Manual. The Highway Capacity Manual states that a roadway corridor’s LOS, which is measured by free flow travel speeds and delay, is contingent upon the performance of the boundary intersections. Without the associated intersection improvements, the benefit from an improved roadway segment will be severely limited. Additionally, the capacity of certain corridors can be improved by solely improving the boundary intersections. Based on this review, a city road construction cost of $2.8 million per lane mile was used in the multi-modal transportation impact fee calculation. Additional detail is provided in Appendix B. DRAFT Tindale Oliver City of Bozeman May 2018 15 Transportation Impact Fee Update Study State Roadway Cost This section examines the right-of-way (ROW), construction, and other cost components associated with state roads with respect to capacity-expansion improvements in Bozeman. For this purpose, cost estimates for future state roadway improvements was reviewed. The cost for each roadway capacity project was separated into two phases: ROW and construction. Right-of-Way The ROW cost factor for state roads was assumed to be the same as the factor for city roads (10 percent of construction). Construction A review of the City’s Transportation Master Plan identified over 27 lane miles of committed and recommended state road improvements, averaging approximately $3.2 million per lane mile. These improvements include associated intersection improvements that would accompany the roadway expansion and improve capacity. Based on this review, a state road construction cost of $3.2 million per lane mile was used in the multi-modal transportation impact fee calculation. Additional detail is provided in Appendix B. Summary of Costs (Blended Cost Analysis) The weighted average cost per lane mile for city and state roads is presented in Table 3. The cost figures shown include both the construction cost and the ROW cost, as discussed previously. The resulting weighted average cost of approximately $3.3 million per lane mile was utilized as the cost input in the calculation of the multi-modal transportation impact fee schedule. The weighted average cost per lane mile includes city and state roads and is based on weighting the lane miles of roadway improvements in the Bozeman Transportation Master Plan. DRAFT Tindale Oliver City of Bozeman May 2018 16 Transportation Impact Fee Update Study Table 3 Estimated Cost per Lane Mile for City and State Roadway Projects 1) ROW is estimated at 10% of construction costs 2) Source: Appendix B, Table B-1, includes construction, design, construction administration, utilities and contingency, rounded to nearest $100,000 3) Source: Appendix B, Table B-1 4) Lane mile distribution (Item 3) multiplied by the ROW & construction phase costs by jurisdiction to develop a weighted average cost per lane mile Person-Miles of Capacity Added per Lane Mile (Roadways) An additional component on the impact fee equation is the capacity added per lane mile (also known as the maximum service volume added per lane mile) of roadway construction. To calculate the vehicle-miles of capacity (VMC) per lane mile of future roadways, an analysis of the Bozeman Transportation Master Plan was conducted to review future planned improvements within the City of Bozeman. As shown in Table 4, the VMC was then converted to person-miles of capacity (PMC) using the person-trip factor (1.30 persons per vehicle) previously discussed. Table 4 Weighted Average Capacity Added per Lane Mile 1) Source: Appendix B, Table B-2 2) Vehicle-miles of capacity added divided by lane miles added 3) Total vehicle-miles of capacity added divided by the total lane miles added, rounded to the nearest 100. 4) Source: National Household Travel Survey 5) VMC added per lane mile (Item 3) multiplied by the person-trip factor (Item 4) City Roads State Roads City & State Roads(4) Right-of-Way(1)$280,000 $320,000 $298,000 Construction(2)$2,800,000 $3,200,000 $2,980,000 Total Cost $3,080,000 $3,520,000 $3,278,000 Lane Mile Distribution(3)55% 45% 100% Cost Phase Cost per Lane Mile Source Lane Mile Added(1) Vehicle-Miles of Capacity Added(1) VMC Added per Lane Mile(2) Vehicle-Trip to Person-Trip Factor(4) Weighted Average PMC Added per Lane Mile(5) City Roads 32.97 260,040 7,887 1.30 10,253 State Roads 27.11 214,125 7,898 1.30 10,267 Total 60.08 474,165 Weighted Average VMC Added per Lane Mile(3)7,900 1.30 10,270 DRAFT Tindale Oliver City of Bozeman May 2018 17 Transportation Impact Fee Update Study Cost per Person-Mile of Capacity Added (Roadways) The transportation cost per unit of development is assessed based on the cost per person-mile of capacity (PMC). As shown in Tables 3 and 4, the cost and capacity for roadways in the City of Bozeman have been calculated based on typical roadway improvements. As shown in Table 5, the cost per PMC for travel within the City is $319. The cost per PMC figure is used in the transportation impact fee calculation to determine the total multi-modal cost per unit of development based on the person-miles of travel consumed. For each person-mile of travel that is added to the transportation system, approximately $319 of transportation capacity is consumed. Table 5 Cost per Person-Mile of Capacity Added 1) Source: Table 3 2) Source: Table 4 3) Average PMC added per lane mile (Item 2) divided by cost per lane mile (Item 1) Bicycle and Pedestrian Facility Costs Bicycle and pedestrian facilities provide for relatively small quantities of the total vehicle-miles of travel due to the difference in the average distance traveled by a car trip versus pedestrian/bicycle trips. Because of their relatively small role in the urban travel scheme, they do not have a significant effect on evaluating the costs of providing for mobility. However, bike and pedestrian facilities are important and provide a source of travel for those who cannot drive or cannot afford to drive, and they are a standard part of an urban street design. Their costs are included in the standard roadway cross-sections for which costs are estimated for safety and mobility reasons. Thus, the costs of these facilities on major roads are included in the multi- modal transportation fee. The multi-modal fee provides funding for only those bike and pedestrian facilities associated with roadways on the classified road system (excluding local/neighborhood roads), and allows for facilities to be added to existing classified roadways or included in the construction of a new classified roadway or lane addition improvement. Source Cost per Lane Mile(1) Average PMC Added per Lane Mile(2) Cost per PMC(3) City Roads $3,080,000 10,253 $300.40 State Roads $3,520,000 10,267 $342.85 Weighted Average $3,278,000 10,270 $319.18 DRAFT Tindale Oliver City of Bozeman May 2018 18 Transportation Impact Fee Update Study Transit Capital Cost per Person-Mile of Travel A model for transit service and cost was developed to establish both the capital cost per person- mile of capacity and the system operating characteristics in terms of system coverage, hours of service, and headways. The model developed for Bozeman was based on information from the Streamline Bus System. Components of the transit capital cost include:  Vehicle acquisition tied to new routes  Bus stops, shelters, and benches  Cost of road network used by transit vehicles Transit capital costs are computed as the cost of capital features needed to expand the transit system, as follows: Transit Capital Cost = Bus Infrastructure Cost + Road Capacity Cost Taking into account the infrastructure costs and the decline in potential vehicle-capacity that comes with adding transit, it was determined that the difference between constructing a lane mile of roadway (for cars only) versus constructing a roadway with transit is not significant. The roadway with transit cost per PMC is less than three (3) percent higher per lane mile than the cost to simply construct a road without transit amenities. Therefore, for the multimodal transportation impact fee calculation, the cost per PMC of approximately $319 is representative of the cost to provide transportation capacity for all modes of travel. Additional information regarding the transit capital cost calculation is included in Appendix B, Table B-4. DRAFT Tindale Oliver City of Bozeman May 2018 19 Transportation Impact Fee Update Study V. Credit Component Capital Improvement Credit The present value of the portion of non-impact fee funding generated by new development over a 25-year period that is expected to be expended on capacity expansion projects was credited against the cost of the system consumed by travel associated with new development. In order to provide a connection to the demand component that is measured in terms of travel, non- impact fee dollars are converted to a gas tax equivalency. City As shown in Table 6, the City of Bozeman spends approximately $1.9 million per year (or the equivalent of 3.8 pennies of fuel tax revenue) on transportation capacity-expansion projects funded with non-impact fee revenues. Additional detail is provided in Appendix C, Table C-2. County As indicated in the FY 2018 Gallatin County budget, all non-impact fee transportation revenues are allocated to maintenance expenditures, therefore, no capital improvement credit is included in the multi-modal transportation impact fee calculation. State As shown in Table 6, State expenditures in Bozeman were reviewed, indicating expenditures of approximately $1.1 million per year (2.3 equivalent pennies of fuel tax revenue) was given for the capacity-expansion portion attributable to state transportation improvements. This review included several years of historical expenditures, including only those improvements located inside the city limits and tied to a capacity-expansion improvement. Additional detail is provided in Appendix C, Table C-3. DRAFT Tindale Oliver City of Bozeman May 2018 20 Transportation Impact Fee Update Study Table 6 Equivalent Pennies of Capital Improvement Credit 1) Source: Appendix C, Table C-2 2) Source: Appendix C, Table C-3 3) Source: Appendix C, Table C-1 4) Average annual expenditures divided by value per penny (Item 3), divided by 100 Present Worth Variables Facility Life The facility life used in the impact fee analysis is 25 years, which represents the reasonable life of a roadway. Interest Rate This is the discount rate at which gasoline tax revenues might be bonded. It is used to compute the present value of the gasoline taxes generated by new development. The discount rate of 3.0 percent was used in the multi-modal transportation impact fee calculation based on information obtained from the City of Bozeman. Fuel Efficiency The fuel efficiency (i.e., the average miles traveled per gallon of fuel consumed) of the fleet of motor vehicles was estimated using the quantity of gasoline consumed by travel associated with a particular land use. Appendix C, Table C-6 documents the calculation of the fuel efficiency value based on the following equation, where “VMT” is vehicle-miles of travel and “MPG” is fuel efficiency in terms of miles per gallon.       TypeRoadwayTypeVehicle TypeVehicle TypeRoadway MPG VMTVMTEfficiencyFuel Credit Average Annual Expenditures Value per Penny(3) Equivalent Pennies per Gallon(4) City Revenues(1)$1,899,953 $501,545 $0.038 State Revenues(2)$1,129,481 $501,545 $0.023 Total $3,029,434 $0.061 DRAFT Tindale Oliver City of Bozeman May 2018 21 Transportation Impact Fee Update Study The methodology uses non-interstate VMT and average fuel efficiency data for passenger vehicles (i.e., passenger cars and other 2-axle, 4-tire vehicles, such as vans, pickups, and SUVs) and large trucks (i.e., single-unit, 2-axle, 6-tire or more trucks and combination trucks) to calculate the total gallons of fuel used by each of these vehicle types. The combined total VMT for the vehicle types is then divided by the combined total gallons of fuel consumed to calculate, in effect, a “weighted” fuel efficiency value that appropriately accounts for the existing fleet mix of traffic on non-interstate roadways. The VMT and average fuel efficiency data were obtained from the most recent Highway Statistics 2016 (Federal Highway Administration). Based on the calculation completed in Appendix C, Table C-6, the fuel efficiency rate to be used in the updated multi-modal transportation impact fee equation is 18.74 miles per gallon. Effective Days per Year An effective 365 days per year of operation was assumed for all land uses in the calculated fee. However, this will not be the case since some land uses operate only on weekdays (e.g., office buildings) and/or only seasonally (e.g., schools). The use of 365 days per year, therefore, over- estimates actual consumption and provides a conservative estimate, ensuring that gasoline taxes are adequately credited against the fee. DRAFT Tindale Oliver City of Bozeman May 2018 22 Transportation Impact Fee Update Study VI. Calculated Multi-Modal Transportation Impact Fee The multi-modal transportation impact fee calculations for each land use are included in Appendix D, which includes the major land use categories and the calculated impact fees for the individual land uses contained in each of the major categories. For each land use, Appendix D illustrates the following:  Demand component variables (trip rate, trip length, percent new trips, and person-trip factor)  Total multi-modal cost  Annual gas tax credit  Present value of the gas tax credit  Net multi-modal transportation impact fee It should be noted that the net multimodal transportation impact fee illustrated in Appendix D is not necessarily a recommended fee, but instead represents a technically documented multi- modal transportation impact fee per unit of land use that could be charged in the City of Bozeman. For clarification purposes, it may be useful to walk through the calculation of a multi-modal fee for one of the land use categories. In the following example, the net multi-modal impact fee rate is calculated for the Residential (1,801-2,000 sq ft) land use (ITE LUC 210) using information from the calculated multi-modal fee schedule included in Appendix D, Table D-1. For each land use category, the following equations are utilized to calculate the net multi-modal fee: Net Multi-Modal Fee = Total Multi-Modal Cost – Gas Tax Credit Where: Total Multi-Modal Cost = ([Trip Rate x Assessable Trip Length x % New Trips] / 2) x (1 – Interstate Adjustment Factor) x (Person-Trip Factor) * (Cost per Person-Mile of Capacity) Gas Tax Credit = Present Value (Annual Gas Tax), given a 3.0% interest rate & a 25-year facility life Annual Gas Tax = ([Trip Rate x Total Trip Length x % New Trips] / 2) x (Effective Days per Year x $/Gallon to Capital) / Fuel Efficiency DRAFT Tindale Oliver City of Bozeman May 2018 23 Transportation Impact Fee Update Study Each of the inputs has been discussed previously in this document; however, for purposes of this example, brief definitions for each input are provided in the following paragraphs, along with the actual inputs used in the calculation of the fee for the residential (1,801-2,000 sq ft) land use category:  Trip Rate = the average daily trip generation rate, in vehicle-trips/day (8.31)  Assessable Trip Length = the actual average trip length for the category, in vehicle-miles (3.31)  Total Trip Length = the assessable trip length plus an adjustment factor of half a mile, which is added to the trip length to account for the fact that gas taxes are collected for travel on all roads, including local roads (3.31 + 0.50 = 3.81)  % New Trips = adjustment factor to account for the trips that are already on the roadway (100%)  Divide by 2 = the total daily miles of travel generated by a particular (i.e., rate * length * % new trips) is divided by two to prevent the double-counting of travel generated among land use codes since every trip has an origin and a destination  Person-Trip Factor = Converts vehicle-miles of travel to person-miles of travel (1.30)  Interstate Adjustment Factor = discount factor to account for the travel demand occurring on interstate highways (19.9%)  Cost per Person-Mile of Capacity = unit of person-miles of capacity consumed per unit of development ($319.18)  Effective Days per Year = 365 days  $/Gallon to Capital = the amount of gas tax revenue per gallon of fuel that is used for capital improvements, in $/gallon ($0.061)  Fuel Efficiency = average fuel efficiency of vehicles, in vehicle-miles/gallon (18.74)  Present Value = calculation of the present value of a uniform series of cash flows, gas tax payments in this case, given an interest rate, “I”, and a number of periods, “n;” for 3.0% interest and a 25-year facility life, the uniform series present worth factor is 17.4131 DRAFT Tindale Oliver City of Bozeman May 2018 24 Transportation Impact Fee Update Study Multi-Modal Transportation Impact Fee Calculation Using these inputs, a net multi-modal impact fee can be calculated for the residential (1,801- 2,000 sq ft) land use category: Total Multi-Modal Cost = ([8.31 * 3.31 * 1.0] /2) * (1 – 0.199) * 1.30 * ($319.18) = $4,571 Annual Gas Tax = ([8.31 * 3.81 * 1.0] /2) * 365 * ($0.061 /18.74) = $19 Revenue Credit = $19 * 17.4131 = $331 Net Multi-Modal Transportation Impact Fee = $4,571 - $331 = $4,240 MMTIF with 5% Administrative Fee = $4,240 * (1.05) = $4,452 DRAFT Tindale Oliver City of Bozeman May 2018 25 Transportation Impact Fee Update Study VII. Impact Fee Revenue Projections Between 2006 and 2017, the City has generated approximately $2.5 million per year in transportation impact fee revenue projections, reaching over $4 million per year in 2015 and 2016, as shown in Table 7. Since 2012, the annual transportation impact fee collections averaged $3.2 million. The City’s Transportation Master Plan estimates approximately $2.9 million per year for planning purposes. Table 7 Historical Transportation Impact Fee Revenues 1) Source: City of Bozeman 2) Source: 2017 Bozeman Transportation Master Plan, Pg. 151 Revenue projections for the multi-modal transportation impact fee are based on a review of recent permitting activity and estimated growth levels for the City of Bozeman. Using the calculated MMTIF rates presented in this report, the City is likely to generate an average of $3.5 million to $5.0 million per year through 2040, or a total of $80 million to $115 million over the next 23 years. These figures are in 2018 dollars without any indexing or fee adjustments. Year Amount (1) 2006 $2,572,050 2007 $2,669,701 2008 $1,727,093 2009 $1,011,530 2010 $1,003,127 2011 $1,422,660 2012 $2,495,120 2013 $2,991,069 2014 $3,266,441 2015 $4,298,647 2016 $4,006,149 2017 $2,067,064 Total $29,530,652 Avg. 2006-2017 $2,460,888 Avg. 2012-2017 $3,187,415 TMP Planning(2)$2,900,000 DRAFT Tindale Oliver City of Bozeman May 2018 26 Transportation Impact Fee Update Study Finally, it should be noted that for impact fee purposes, revenue projections serve only as an overall guideline in planning future infrastructure needs. In their simplest form, impact fees charge each unit of new growth for the net cost (total cost less credits) of infrastructure needed to serve that unit of growth. Theoretically, if the growth rates remain high, the City will have more impact fee revenues to fund growth related projects sooner rather than later. If growth rates slow down, less revenue will be generated and the timing and need for future infrastructure improvements will be later rather than sooner. DRAFT Tindale Oliver City of Bozeman May 2018 27 Transportation Impact Fee Update Study VIII. Impact Fee Benefit Districts Impact fee benefit districts are boundaries that dictate where the impact fee revenues can be spent to ensure that the fee payers receive the associated benefit. These differ from fee districts, which dictate the impact fee rate that is charged. Fee districts are based on technical data to justify different fee rates. In Bozeman, an example would be the lower rates calculated for the trip exchange district (TED). Benefit district boundaries typically follow geographical man-made or natural barriers to transportation. In the case of most counties, there are multiple benefit districts due to larger geographic areas. In the case of most cities, due to the relatively small geographical footprint, the entire city is considered as a single benefit district, which is also the case for Bozeman. As such, impact fees collected from new development may be spent on transportation capacity expansion improvements anywhere within the city limits. DRAFT Appendix A Demand Component DRAFT Tindale Oliver City of Bozeman May 2018 A-1 Transportation Impact Fee Update Study Appendix A: Demand Component This appendix presents the detailed calculations for the demand component of the City of Bozeman’s transportation impact fee study. Interstate Adjustment Factor Table A-1 presents the portion of VMT occurring on Interstate 90, which represents the interstate adjustment factor used in the calculation of the multi-modal impact fee. This variable is based on the roadway inventory and projected 2040 VMT in the City of Bozeman’s Transportation Model. The interstate adjustment factor is used to reduce the PMT that the multi-modal fee charges for each land use. Table A-1 Interstate Adjustment Factor 1) Interstate adjustment factor for the Bozeman MMTIF Source: Bozeman Transportation Model Trip Characteristics Database The Trip Characteristics Database includes over 200 studies on 40 different residential and non- residential land uses collected over the last 25 years. Data from these studies include trip generation, trip length, and percent new trips for each land use. This information has been used in the development of impact fees and the creation of land use plan category trip characteristics for communities throughout the U.S. Tindale Oliver estimates trip generation rates for land uses in a roadway impact fee schedule using data from studies in the Trip Characteristics Studies (TCS) Database and the Institute of Transportation Engineers’ (ITE) Trip Generation reference report (10th edition). In instances, when both ITE Trip Generation reference report (10th edition) and TCS trip generation rate (TGR) data are available for a particular land use, the data is typically blended to increase the sample Roadway 2040 VMT Distribution I-90(1)251,459 19.9% State Roads 453,042 35.9% County Roads 28,923 2.3% City Roads 528,175 41.9% Total 1,261,599 - DRAFT Tindale Oliver City of Bozeman May 2018 A-2 Transportation Impact Fee Update Study size and provide a more valid estimate of the average number of trips generated per unit of development. The trip generation rate for each respective land use is calculated using machine counts that record daily traffic into and out of the site studied. The traffic count hoses are set at entrances to residential subdivisions for the residential land uses and at all access points for non-residential land uses. The trip length information is obtained through origin-destination surveys that ask respondents where they came from prior to arriving at the site and where they intended to go after leaving the site. The results of these surveys were used to estimate average trip length by land use. The percent new trip variable is based on assigning each trip collected through the origin- destination survey process a trip type (primary, secondary, diverted, and captured). The percent new trip variable is then calculated as 1 minus the percentage of trips that are captured. Square Footage Definitions: For residential land uses, the fees are assessed on a per unit basic, but are tiered by size. The related square footage (SF) excludes unfinished attics, carports, attached garaged, porches that are not protected from the weather (such as screened porches) and mobile home hitches. Both finished and unfinished basements are included. For non-residential land uses, two types of square footage are used based on the data available from the ITE. The following paragraphs provide a definition of each type and the calculated fee schedule shown in Table D-1 indicates the appropriate type of square footage for each non- residential land use.  Gross Floor Area (GFA): the sum of the area of each floor level of a building (expressed in square feet), including cellars, basements, mezzanines, penthouses, corridors, lobbies, stores, and offices, that are within the principal outside faces of exterior walls, not including architectural setbacks or projections. Included are all areas that have floor surfaces with clear standing head room (6 ft. 6 in. minimum) regardless of their use. With the exception of buildings containing enclosed malls or atriums, GFA is equal to gross leasable area and gross rentable area. Occupied gross floor area refers to GFA within the facility which is currently being utilized. If a ground-level area, or part thereof, within the DRAFT Tindale Oliver City of Bozeman May 2018 A-3 Transportation Impact Fee Update Study principal outside faces of the exterior walls is not enclosed, this floor area is considered part of the overall GFA of the building. However, unroofed areas and unenclosed roofed- over spaces, except those contained within the principal outside faces of exterior walls, would be excluded from the area calculations. For the purpose of trip generation calculation, the floor area of all parking garages within the building should not be included in the GFA of the entire building. The majority of land uses in the Trip Generation Manual use GFA as an independent variable.  Gross Leasable Area (GLA): the total floor area designed for tenant occupancy and exclusive use, including and basements, mezzanines, or upper floors, expressed in square feet and measured from the centerline of joint partitions and from outside wall faces. For the purpose of trip generation calculation, the floor area of all parking garages within the building should not be included within the GLA of the entire building. GLA is the area for which tenants pay rent; it is the area that produces income for the property owner. Occupied gross leasable area refers to GLA within the facility which is currently in use. Leased space that is not in productive use is not considered occupied. In the retail business, GLA lends itself readily to measurement and comparison and it has been adopted by the shopping center industry as its standard for statistical comparison. Accordingly, GLA is used in the Trip Generation Manual for shopping centers. For specialty retail, strip centers, discount stores and freestanding retail facilities, GLA usually equals GFA. Location Size (1,000 sf) Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Orange Co, FL 89.6 2006 - - 1.23 - - - - Orange County Orange Co, FL 84.7 2006 - - 1.39 - - - - Orange County Orange Co, FL 93.0 2006 - - 1.51 - - - - Orange County Orange Co, FL 107.0 2007 - - 1.45 - - - - Orange County Orange Co, FL 77.0 2009 - - 2.18 - - - - Tindale Oliver Orange Co, FL 93.7 2012 - - 1.15 - - - - Tindale Oliver Total Size 545.0 5 Average Trip Length: n/a ITE 780.0 15 Weighted Average Trip Length: n/a Blended total 1,325.0 Weighted Percent New Trip Average: - Weighted Average Trip Generation Rate: 1.47 ITE Average Trip Generation Rate: 1.51 Blend of FL Studies and ITE Average Trip Generation Rate: 1.49 Land Use 151: Mini-Warehouse Bozeman, MT 41 Dec-06 180 180 9.32 - 4.53 n/a 42.22 Tindale Oliver Bozeman, MT 105 Dec-06 249 249 - - 1.59 n/a - Tindale Oliver Bozeman, MT 142 Dec-06 819 819 9.69 - 3.23 n/a 31.30 Tindale Oliver ITE 41,976 159 Average Trip Length: 3.12 Total (all): 288 Weighted Average Trip Length*: 3.52 Total (excluding #2): 183 Weighted Average Trip Generation Rate:9.61 ITE Average Trip Generation Rate: 9.44 Note: 2nd study excluded from summary statistics Blend of Local Studies and ITE Average Trip Generation Rate: 9.44 Land Use 210: Single-Family Detached Housing (Bozeman) Location Size / Units Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source DRAFT Tindale Oliver City of Bozeman May 2018 A-4 Transportation Impact Fee Update Study Bozeman, MT 57 Jan-07 95 95 5.74 - 3.58 N/A 20.55 Tindale Oliver Bozeman, MT 63 Dec-06 200 200 7.70 - 2.67 N/A 20.56 Tindale Oliver Total Size 120 2 Average Trip Length: 3.13 ITE 10,024 56 Weighted Average Trip Length: 3.10 Blended total 10,144 Weighted Average Trip Generation Rate:6.77 ITE Average Trip Generation Rate (9th Edition): 5.81 Blend of Local Studies and ITE Average Trip Generation Rate: 5.82 Land Use 230 (ITE 9th Edition): Residential Condominium/Townhouse (Bozeman) Location Size / Units Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Bozeman, MT 41 Dec-06 180 180 9.32 - 4.53 n/a 42.22 Tindale Oliver Bozeman, MT 105 Dec-06 249 249 - -1.59 n/a - Tindale Oliver Bozeman, MT 142 Dec-06 819 819 9.69 - 3.23 n/a 31.30 Tindale Oliver Bozeman, MT 57 Jan-07 95 95 5.74 - 3.58 N/A 20.55 Tindale Oliver Bozeman, MT 63 Dec-06 200 200 7.70 - 2.67 N/A 20.56 Tindale Oliver ITE 41,976 159 Average Trip Length: 3.12 Total (all): 408 Weighted Average Trip Length: 3.36 Total (excluding #2): 303 Weighted Average Trip Generation Rate:8.48 Average Trip Generation Rate: 8.11 Average Trip Generation Rate of Single/Multi-Family*:8.19 *Average of Single/Multi-Family reflects historical permitting distribution within the City Average Trip Length of Single/Multi-Family*:3.31 SourceTotal # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New TripsLocation Size / Units Date VMT Residential Combined (Bozeman) Location Size / Units Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Sarasota Co, FL 76 Jun-93 70 70 10.03 - 6.00 - 60.18 Sarasota County Sarasota Co, FL 79 Jun-93 86 86 9.77 - 4.40 - 42.99 Sarasota County Sarasota Co, FL 135 Jun-93 75 75 8.05 - 5.90 - 47.50 Sarasota County Sarasota Co, FL 152 Jun-93 63 63 8.55 - 7.30 - 62.42 Sarasota County Sarasota Co, FL 193 Jun-93 123 123 6.85 - 4.60 - 31.51 Sarasota County Sarasota Co, FL 97 Jun-93 33 33 13.20 - 3.00 - 39.60 Sarasota County Sarasota Co, FL 282 Jun-93 146 146 6.61 - 8.40 - 55.52 Sarasota County Sarasota Co, FL 393 Jun-93 207 207 7.76 - 5.40 - 41.90 Sarasota County Hernando Co, FL 76 May-96 148 148 10.01 9a-6p 4.85 - 48.55 Tindale Oliver Hernando Co, FL 128 May-96 205 205 8.17 9a-6p 6.03 - 49.27 Tindale Oliver Hernando Co, FL 232 May-96 182 182 7.24 9a-6p 5.04 - 36.49 Tindale Oliver Hernando Co, FL 301 May-96 264 264 8.93 9a-6p 3.28 - 29.29 Tindale Oliver Charlotte Co, FL 135 Oct-97 230 - 5.30 9a-5p 7.90 - 41.87 Tindale Oliver Charlotte Co, FL 142 Oct-97 245 - 5.20 9a-5p 4.10 - 21.32 Tindale Oliver Charlotte Co, FL 150 Oct-97 160 - 5.00 9a-5p 10.80 - 54.00 Tindale Oliver Charlotte Co, FL 215 Oct-97 158 - 7.60 9a-5p 4.60 - 34.96 Tindale Oliver Charlotte Co, FL 257 Oct-97 225 - 7.60 9a-5p 7.40 - 56.24 Tindale Oliver Charlotte Co, FL 345 Oct-97 161 - 7.00 9a-5p 6.60 - 46.20 Tindale Oliver Charlotte Co, FL 368 Oct-97 152 - 6.60 9a-5p 5.70 - 37.62 Tindale Oliver Charlotte Co, FL 383 Oct-97 516 - 8.40 9a-5p 5.00 - 42.00 Tindale Oliver Charlotte Co, FL 441 Oct-97 195 - 8.20 9a-5p 4.70 - 38.54 Tindale Oliver Charlotte Co, FL 1,169 Oct-97 348 - 6.10 9a-5p 8.00 - 48.80 Tindale Oliver Collier Co, FL 90 Dec-99 91 - 12.80 8a-6p 11.40 - 145.92 Tindale Oliver Collier Co, FL 400 Dec-99 389 - 7.80 8a-6p 6.40 - 49.92 Tindale Oliver Lake Co, FL 49 Apr-02 170 - 6.70 7a-6p 10.20 - 68.34 Tindale Oliver Lake Co, FL 52 Apr-02 212 - 10.00 7a-6p 7.60 - 76.00 Tindale Oliver Lake Co, FL 126 Apr-02 217 - 8.50 7a-6p 8.30 - 70.55 Tindale Oliver Pasco Co, FL 55 Apr-02 133 - 6.80 8a-6p 8.12 - 55.22 Tindale Oliver Pasco Co, FL 60 Apr-02 106 - 7.73 8a-6p 8.75 - 67.64 Tindale Oliver Pasco Co, FL 70 Apr-02 188 - 7.80 8a-6p 6.03 - 47.03 Tindale Oliver Pasco Co, FL 74 Apr-02 188 - 8.18 8a-6p 5.95 - 48.67 Tindale Oliver Pasco Co, FL 189 Apr-02 261 - 7.46 8a-6p 8.99 - 67.07 Tindale Oliver Marion Co, FL 102 Apr-02 167 - 8.02 7a-6p 5.10 - 40.90 Kimley-Horn & Associates Marion Co, FL 105 Apr-02 169 - 7.23 7a-6p 7.22 - 52.20 Kimley-Horn & Associates Marion Co, FL 124 Apr-02 170 - 6.04 7a-6p 7.29 - 44.03 Kimley-Horn & Associates Marion Co, FL 132 Apr-02 171 - 7.87 7a-6p 7.00 - 55.09 Kimley-Horn & Associates Marion Co, FL 133 Apr-02 209 - 8.04 7a-6p 4.92 - 39.56 Kimley-Horn & Associates Citrus Co, FL 111 Oct-03 273 - 8.66 7a-6p 7.70 - 66.68 Tindale Oliver Citrus Co, FL 231 Oct-03 155 - 5.71 7a-6p 4.82 - 27.52 Tindale Oliver Citrus Co, FL 306 Oct-03 146 - 8.40 7a-6p 3.94 - 33.10 Tindale Oliver Citrus Co, FL 364 Oct-03 345 - 7.20 7a-6p 9.14 - 65.81 Tindale Oliver Citrus Co, FL 374 Oct-03 248 - 12.30 7a-6p 6.88 - 84.62 Tindale Oliver Lake Co, FL 42 Dec-06 122 - 11.26 - 5.56 - 62.61 Tindale Oliver Lake Co, FL 51 Dec-06 346 - 18.22 - 9.46 - 172.36 Tindale Oliver Lake Co, FL 59 Dec-06 144 - 12.07 - 10.79 - 130.24 Tindale Oliver Lake Co, FL 90 Dec-06 194 - 9.12 - 5.78 - 52.71 Tindale Oliver Lake Co, FL 239 Dec-06 385 - 7.58 - 8.93 - 67.69 Tindale Oliver Hernando Co, FL 232 Apr-07 516 - 8.02 7a-6p 8.16 - 65.44 Tindale Oliver Hernando Co, FL 95 Apr-07 256 - 8.08 7a-6p 5.88 - 47.51 Tindale Oliver Hernando Co, FL 90 Apr-07 338 - 7.13 7a-6p 5.86 - 41.78 Tindale Oliver Hernando Co, FL 58 Apr-07 153 - 6.16 7a-6p 8.39 - 51.68 Tindale Oliver Collier Co, FL 74 Mar-08 503 - 12.81 7a-6p 3.05 - 39.07 Tindale Oliver Collier Co, FL 97 Mar-08 512 - 8.78 7a-6p 11.29 - 99.13 Tindale Oliver Collier Co, FL 315 Mar-08 1,347 - 6.97 7a-6p 6.55 - 45.65 Tindale Oliver Collier Co, FL 42 Mar-08 314 - 9.55 7a-6p 10.98 - 104.86 Tindale Oliver Total Size 10,380 55 13,130 Average Trip Length: 6.79 Weighted Average Trip Length: 6.62 Bozeman Adjusted Trip Length (≈53%): 3.52 Weighted Average Trip Generation Rate: 7.81 ITE Average Trip Generation Rate: 9.44 Land Use 210: Single Family - Detached (Florida) DRAFT Tindale Oliver City of Bozeman May 2018 A-5 Transportation Impact Fee Update Study Residential Trip Generation Rate Tiering As part of this study, the residential trip generation rate tiering was included to reflect a multi- tier analysis to ensure equity by the size of a home. To facilitate this, an analysis was completed on the comparative relationship between housing size and household travel behavior. This analysis utilized data from the 2009 National Household Travel Survey (NHTS) and the 2015 Location Size / Units Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Pinellas Park, FL 72 Aug-89 25 19 3.50 9am-5pm 2.20 79.0 7.70 Tindale Oliver Palm Harbor, FL 200 Oct-89 58 40 - 9am-5pm 3.40 69.0 - Tindale Oliver Total Size 272 2 83 Average Trip Length: 2.80 ITE 388 2 Weighted Average Trip Length: 3.08 Blended total 660 Bozeman Adjusted Trip Length (≈53%): 1.63 Weighted Percent New Trip Average: 71.6 Land Use 253: Congregate Care Facility Location Size (Rooms) Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Pinellas Co, FL 48 Oct-89 46 24 - 10a-2p 2.80 65.0 - Tindale Oliver Pinellas Co, FL 54 Oct-89 32 22 - 12p-7p 3.80 69.0 - Tindale Oliver Pinellas Co, FL 120 Oct-89 26 22 - 2p-7p 5.20 84.6 - Tindale Oliver Total Size 222 3 104 Average Trip Length: 3.93 ITE 654 6 Weighted Average Trip Length: 4.34 Bozeman Adjusted Trip Length (≈53%): 2.30 Weighted Percent New Trip Average: 76.6 ITE Average Trip Generation Rate: 3.35 Land Use 320: Motel Location Size (1,000 sf) Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Pinellas Co, FL 5.6 Aug-89 94 66 66.99 7a-6p 1.90 70.0 89.10 Tindale Oliver Pinellas Co, FL 10.0 Sep-89 179 134 66.99 7a-6p 2.10 75.0 105.51 Tindale Oliver Tampa, FL - Mar-86 28 25 - - 2.60 89.0 - Kimley-Horn & Associates Total Size 15.6 301 Average Trip Length: 2.20 Weighted Average Trip Length: 2.03 Bozeman Adjusted Trip Length (≈43%): 0.87 Weighted Percent New Trip Average: 73.2 ITE Average Trip Generation Rate - per student: 4.09 Land Use 565: Day Care Center Location Size (1,000 sf) Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Bozeman, MT 39.0 Dec-06 107 107 - - 1.64 77.0 - Tindale Oliver Bozeman, MT 48.3 Dec-06 153 153 21.37 - 2.83 69.0 41.73 Tindale Oliver Bozeman, MT 61.2 Dec-06 268 268 28.92 - 1.74 72.0 36.23 Tindale Oliver Total Size 109.5 3 Average Trip Length: 2.29 Weighted Average Trip Length: 2.22 Note: 1st study excluded from summary statistics Weighted Percent New Trip Average: 70.7 ITE Average Trip Generation Rate: 9.74 Land Use 710: General Office Building (Bozeman) Location Size (1,000 sf) Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Collier Co, FL 14.1 May-99 - 55 33.48 8a-6p 3.60 72.7 87.62 Tindale Oliver Collier Co, FL 66.0 May-99 - 43 11.53 8a-6p 5.70 79.0 51.92 Tindale Oliver Collier Co, FL 211.1 May-99 - 284 17.91 8a-6p 5.40 93.0 89.94 Tindale Oliver Total Size 291.2 3 Average Trip Length: 4.90 Weighted Average Trip Length: 5.38 Bozeman Adjusted Trip Length (≈43%): 2.31 Weighted Percent New Trip Average: 88.8 Land Use 770: Business Park Location Size (1,000 sf) Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Bozeman, MT 104.3 Dec-06 359 359 46.96 - 3.35 49.0 77.08 Tindale Oliver Bozeman, MT 159.9 Dec-06 502 502 56.49 - 1.56 54.0 47.59 Tindale Oliver Bozeman, MT 35.9 Dec-06 329 329 69.30 - 1.39 74.0 71.28 Tindale Oliver Total Size 300.1 3 Average Trip Length: 2.10 Weighted Average Trip Length: 2.16 Weighted Percent New Trip Average: 54.7 ITE Average Trip Generation Rate: 37.75 Land Use 820: Shopping Center/Retail (Bozeman) DRAFT Tindale Oliver City of Bozeman May 2018 A-6 Transportation Impact Fee Update Study American Housing Survey (AHS) to examine overall trip-making characteristics of households in the United States. Table A-2 presents that trip characteristics being utilized in the proposed multimodal transportation impact fee schedule for the residential land use. These variables are based on five local trip characteristics studies conducted in Bozeman (details on page A-2 and A-3). The data for single and multi-family developments was averaged to reflect the 50/50 split in single and multi-family permitting that the City has experienced in recent years. The 2009 NHTS database was used to assess average annual household vehicle miles of travel (VMT) for various annual household income levels. In addition, the 2015 AHS database was used to compare median annual family/household incomes with housing unit size. It is important to recognize that the use of the income variable in each of these databases is completed simply to provide a convenient linking mechanism between household VMT from the NHTS and housing unit size from the AHS. Table A-2 Calculated Single Family Trip Characteristics Source: Local trip characteristics studies included in this Appendix The results of the NHTS and AHS analyses are included in Tables A-3 and A-4. First, the data shown in Table A-3 presents that average income in the U.S. for families/households living in various housing tiers. Table A-3 Annual Income by Housing Size Source: American Housing Survey for the United State in 2015 1) Weighted average of annual income for each tier Calculated Values Excluding Tiering Trip Rate Assessable Trip Length Daily VMT Single/Multi-Family 8.19 3.31 27.11 2015 AHS Average Income Data by Housing Size (Single Family, detached) Annual Income(1) Less than 500 sf $28,633 500 to 749 sf $35,633 750 to 999 sf $41,065 1,000 to 1,499 sf $53,059 1,500 to 1,999 sf $66,193 2,000 to 2,499 sf $75,787 2,500 to 2,999 sf $85,483 3,000 to 3,999 sf $87,131 4,000 sf or more $91,528 Average of All Houses $57,146 DRAFT Tindale Oliver City of Bozeman May 2018 A-7 Transportation Impact Fee Update Study To calculate a corresponding trip rate for the new tiers, it was necessary to rely on comparative ratios. As an example, consider the $66,193 annual income category. First, it was determined that the average annual household VMT for this income level is 25,352 miles. This figure was then compared to the overall average annual VMT per household in the U.S. and normalized to the average of $57,146 (23,482 miles) category to derive a ratio of 1.080, as shown in Table A-4. Next, the normalized ratio was applied to the daily VMT for the average residential housing unit size of 1,500 to 1,999 square feet. This range is estimated to correspond with the average household size of typical construction in Bozeman. As shown in Figure A-1, the average size of single family homes has been increasing in recent years, typically averaging over 2,000 sq ft. However, since this land use category is representative of all residential development, the average trip generation rate of 8.19 (as shown in Table A-2) was tied to the 1,500-1,999 sq ft tier. This reflects that multi-family units are typically smaller (approximately 60% of single family) and have been accounting for half of the cities recent permitting. Figure A-1 Single Family Home Size Trend in Bozeman Source: Gallatin County Property Appraiser 1,000 1,200 1,400 1,600 1,800 2,000 2,200 2,400 DRAFT Tindale Oliver City of Bozeman May 2018 A-8 Transportation Impact Fee Update Study Table A-4 NHTS Annual VMT by Income Category Source: 2009 National Household Travel Survey Database, Federal Highway Administration Table A-5 presents the resulting trip generation rates calculated for each tier. Table A-5 Estimated TGR by Income Category 1) The average TGR of 8.19 (Table A-2) multiplied by the ratio to the mean (Item 4) 2) Source: Table A-2 3) Trip Rate (Item 1) multiplied by the assessable trip length (Item 2) 4) Source: Table A-4 While Table A-5 presents a tiering analysis, the tiers that are presented in the AHS do not align with the tiers that are used to assess the City’s transportation impact fee. Therefore, the data points established in Table A-5 were placed on a scatterplot and a line of best fit equation was determined. Using this equation, the TGR for the Bozeman tier criteria were calculated. 2009 NHTS Travel Data by Annual HH Income Annual VMT/HH Days Daily VMT Ratio to Mean Normalized to 1.080 Average of $28,633 14,890 365 40.79 0.634 0.587 Average of $35,633 17,454 365 47.82 0.743 0.688 Average of $41,065 18,591 365 50.93 0.792 0.733 Average of $53,059 22,501 365 61.65 0.958 0.887 Total (All Homes) 23,482 365 64.33 1.000 0.926 Average of $66,193 25,352 365 69.46 1.080 1.000 Average of $75,787 27,790 365 76.14 1.184 1.096 Average of $85,483 29,025 365 79.52 1.236 1.144 Average of $87,131 29,210 365 80.03 1.244 1.152 Average of $91,528 30,229 365 82.82 1.287 1.192 Estimation of Trip Rate by Tier Trip Rate(1)Assessable Trip Length(2)Daily VMT(3)Ratio to Mean(4) Single Family (Detached) Less than 500 sf 4.81 3.31 15.91 0.587 500 to 749 sf 5.63 3.31 18.65 0.688 750 to 999 sf 6.00 3.31 19.87 0.733 1,000 to 1,499 sf 7.27 3.31 24.05 0.887 1,500 to 1,999 sf 8.19 3.31 27.11 1.000 2,000 to 2,499 sf 8.98 3.31 29.71 1.096 2,500 to 2,999 sf 9.37 3.31 31.01 1.144 3,000 to 3,999 sf 9.44 3.31 31.23 1.152 4,000 sf or more 9.76 3.31 32.31 1.192 DRAFT Tindale Oliver City of Bozeman May 2018 A-9 Transportation Impact Fee Update Study Table A-6 TGR Inputs for Best-Fit Line 1) Source: Table A-5. Data points plotted at the mid-point of each square footage tier Table A-7 presents the trip generation rates used in the transportation impact fee calculation. These were calculated by using the line of best fit from Table A-6 and the square footage tiers from the cities current impact fee schedule (mid-point of square footage of each tier used in calculation). Table A-7 Tiered Residential Trip Generation Rates 1) TGR for each square footage tier calculating using the max square footage of each tier and the line of best fit previously presented Tier Trip Rate(1) Less than 500 sf 4.81 500 to 749 sf 5.63 750 to 999 sf 6.00 1,000 to 1,499 sf 7.27 1,500 to 1,999 sf 8.19 2,000 to 2,499 sf 8.98 2,500 to 2,999 sf 9.37 3,000 to 3,999 sf 9.44 4,000 sf or more 9.76 Tier Trip Rate(1) Residential: 1,400 sf or less 7.62 Residential: 1,401 to 1,600 sf 7.88 Residential: 1,601 to 1,800 sf 8.11 Residential: 1,801 to 2,000 sf 8.31 Residential: 2,001 to 2,200 sf 8.49 Residential: 2,201 to 2,400 sf 8.66 Residential: 2,401 to 2,600 sf 8.82 Residential: 2,601 to 2,800 sf 8.96 Residential: 2,800 to 3,000 sf 9.09 Residential: 3,001 sf or more 9.13 y = 1.93ln(x) - 6.361 R² = 0.9458 0.00 2.00 4.00 6.00 8.00 10.00 12.00 0 1,000 2,000 3,000 4,000 5,000 6,000 DRAFT Appendix B Cost Component DRAFT Tindale Oliver City of Bozeman May 2018 B-1 Transportation Impact Fee Update Study Appendix B: Cost Component This appendix presents the detailed calculations for the cost component of the multi-modal transportation impact fee. Supporting data and estimates are provided for all cost variables, including:  Right-of-Way  Construction  Roadway Capacity  Transit Capital Costs Right-of-Way The ROW cost reflects the total cost of the acquisitions along a corridor that was necessary to have sufficient cross-section width to widen an existing road or, in the case of new construction, build a new road. City Roadways For impact fee purposes, the ROW cost for city roads was estimated as a percentage of the construction cost per lane mile. This factor was developed through discussions with City staff regarding recent and planned acquisitions. For many improvements, the City is able to acquire ROW inexpensively through annexations or the land is readily available. However, in certain cases, large tracts must be purchased for critical improvements. Through these discussions, it was estimated that ROW costs are, on average, equivalent to 10 percent of the construction cost of a capacity-expansion improvement. State Roadways The ROW factor for state roads was assumed to be the same as the factor determined for city roads. Construction The construction cost estimates that follow include construction, design, construction administration, utilities, and contingency cost elements for capacity expansion. DRAFT Tindale Oliver City of Bozeman May 2018 B-2 Transportation Impact Fee Update Study City Roadways As shown in Table B-1, the Transportation Master Plan’s committed and recommended improvement list was reviewed to determine a cost per lane mile for city roadway improvements. As show, for city roads, the estimated construction cost is approximately $2.8 million per lane mile. State Roadways Similar to city roads, the construction cost for state roads was determined through a review of the TMP’s committed and recommended list of improvements. As shown in Table B-1, for state roads, the estimated construction cost is approximately $3.2 million per lane mile. DRAFT Tindale Oliver City of Bozeman May 2018 B-3 Transportation Impact Fee Update Study Table B-1 Bozeman Transportation Master Plan – Committed and Recommended Improvements TMP ID Jurisdiction Title Description Improvement LengthExisting LanesFuture LanesLanes AddedLane Miles AddedCostCost per Lane MileCommitted MSN Improvements (FY 2018-2022)CMSN-1 State Griffin Dr from N. 7th Ave to Rouse Rd Reconstruct 3-Lane Urban Arterial State, 2 to 3 0.74 2 3 1 0.74 $5,000,000 $6,756,757CMSN-2 City Cottonwood Rd from Babcock St to Durston Rd Widen to 5-Lane Urban Arterial City, 2 to 5 0.50 2 5 3 1.50 $2,555,883 $1,703,922CMSN-5 City Durston Rd from Ferguson Rd to Fowler Ave Complete to a 3-Lane Urban Arterial City, 2 to 3 0.50 2 3 1 0.50 $1,514,842 $3,029,684CMSN-7 City S. 11th Ave from Kagy Blvd to Graf St Ext. Complete to a 2-Lane Urban Collector City, 2 to 3 0.76 2 3 1 0.76 $1,600,000 $2,105,263CMSN-9 City W. Babcock St from S. 11th Ave to S. 19th St Upgrade to a 3-Lane Urban Collector City, 2 to 3 0.52 2 3 1 0.52 $1,500,000 $2,884,615CMSN-10 State Oak St from Rouse Ave thru Cannery District Improve and add turn lane State, 2 to 3 0.24 2 3 1 0.24 $266,000 $1,108,333CMSN-11 State Rouse Ave from E Main St to Oak St Reconstruct 3-Lane Urban Principal Arterial State, 2 to 3 0.84 2 3 1 0.84 $9,185,756 $10,935,424CTSM-2 City Ferguson Ave and Durston Rd Traffic Signal or Roundabout Installation Intersection-----$2,256,220 -CTSM-3 City Oak St and Davis Lane Roundabout Installation Intersection-----$1,761,508 -CTSM-4 City Oak St and Ferguson Ave Traffic Signal or Roundabout Installation Intersection-----$1,345,331 -CTSM-5 City S. 3rd Ave and Graf St Traffic Signal or Roundabout Installation Intersection-----$1,000,000 -CTSM-6City Cottonwood Rd and Babcock St Traffic Signal Installation Intersection -----$1,435,336 -CTSM-9StateBozeman Signal Safety Signal upgrades Intersection -----$1,635,776 -CTSM-10 State Cottonwood Rd & Stucky Rd Roundabout Installation Intersection-----$3,158,260 -CTSM-11City Highland Blvd and Main St Intersection Improvement Intersection -----$150,000 -CTSM-12City Baxter Ln and Davis St Intersection Improvement Intersection -----$2,500,000 -CTSM-14City Kagy Blvd (S. 19th Ave to Wilson Ave) Intersection Improvement Intersection -----$500,000 -Recommended MSN ImprovementsMSN-1 State Kagy Blvd from Wilson Ave to Highland Blvd Reconstruct to a 4-Lane Urban Principal Arterial State, 2 to 4 1.05 2 4 2 2.10 $6,000,000 $2,857,143MSN-2 State Oak St from N. 7th Ave to west edge of Cannery District Reconstruct to a 3-Lane Urban Principal Arterial State, 2 to 3 0.49 2 3 1 0.49 $1,950,000 $3,979,592MSN-3 City N. 11th Ave from Durston Rd to Oak St Construct to a 2-Lane Urban Collector City, 0 to 2 0.51 0 2 2 1.02 $1,120,000 $1,098,039MSN-4 City N. 15th Ave from Patrick St to Baxter Ln Construct to a 3-Lane Urban Collector City, 0 to 3 0.32 0 3 3 0.96 $705,000 $734,375MSN-5 State N. 19th Ave from Interstate 90 to Springhill Rd Reconstruct to a 5-Lane Urban Principal Arterial State, 3 to 5 0.47 3 5 2 0.94 $2,500,000 $2,659,574MSN-6 State Springhill Rd from Frontage Rd to Sypes Canyon Rd Reconstruct to a 3-Lane Rural Minor Arterial State, 2 to 5 1.50 2 3 1 1.50$2,850,000 $1,900,000MSN-7 City N. 27th Ave from Baxter Ln to Valley Center Rd Construct to a 3-Lane Urban Collector City, 2 to 3 1.41 2 3 1 1.41 $4,200,000 $2,978,723MSN-8 State Kagy Blvd from Wilson Ave to S. 19th Ave Reconstruct to a 4-Lane Urban Principal Arterial State, 2 to 4 1.04 2 4 2 2.08 $8,000,000 $3,846,154MSN-9 State Oak St from N. 27th Ave to N. 19th Ave Reconstruct to a 5-Lane Urban Principal Arterial State, 2 to 5 0.50 2 5 3 1.50 $2,100,000 $1,400,000MSN-10 City Cattail St from Davis Ln to Harper Puckett Rd Construct to a 3-Lane Urban Collector City, 0 to 3 1.00 0 3 3 3.00 $3,000,000 $1,000,000MSN-11 City Davis Ln from Baxter Ln to Valley Center Rd Reconstruct to a 5-Lane Urban Minor Arterial City, 2 to 5 1.71 2 5 3 5.13 $8,500,000 $1,656,920MSN-12 City Cottonwood Rd from Oak St to Cattail St Construct to a 5-Lane Urban Principal Arterial City, 0 to 5 1.00 0 5 5 5.00 $5,000,000 $1,000,000MSN-13 City Fowler Ave Connection from Huffine Ln to Oak St Reconstruct to a 5-Lane Urban Minor Arterial City, 2 to 5 1.51 2 5 3 4.53 $7,500,000 $1,655,629MSN-15 City Cottonwood Rd from Durston Rd to Oak St Construct to a 5-Lane Urban Principal Arterial City, 2 to 5 0.50 2 5 3 1.50 $2,500,000 $1,666,667MSN-17 State College St from S. 11th Ave to S. 19th Ave Reconstruct to a 3-Lane Urban Minor Arterial State, 2 to 3 0.52 2 3 1 0.52 $1,100,000 $2,115,385MSN-18 City Oak St from Cottonwood Rd to Flanders Mill Reconstruct to a 5-Lane Urban Principal Arterial City, 0 to 5 0.26 0 5 5 1.30 $1,550,000 $1,192,308MSN-21 City S. 3rd Ave from Graf St to Kagy Blvd Reconstruct to a 3-Lane Urban Collector City, 2 to 3 0.72 2 3 1 0.72 $2,100,000 $2,916,667MSN-22 State Highland Blvd from Main St to Kagy Blvd Reconstruct to a 5-Lane Urban Principal Arterial State, 2 to 5 1.63 2 5 3 4.89 $10,000,000 $2,044,990MSN-26 State Cottonwood Rd from Loyal Dr to Graf St Reconstruct to a 5-Lane Urban Principal Arterial State, 2 to 5 1.09 2 5 3 3.27 $5,500,000 $1,681,957 DRAFT Tindale Oliver City of Bozeman May 2018 B-4 Transportation Impact Fee Update Study Table B-1 (continued) Bozeman Transportation Master Plan – Committed and Recommended Improvements Source: 2017 Bozeman Transportation Master Plan, Chapter 4; additional information provided by city staff TMP ID Jurisdiction Title Description Improvement LengthExisting LanesFuture LanesLanes AddedLane Miles AddedCostCost per Lane MileRecommended MSN ImprovementsMSN-29 State Valley Center Rd from Valley Center Spur Rd to N. 27th Ave Reconstruct to a 3-Lane Urban Principal Arterial State, 2 to 3 1.07 2 3 1 1.07 $3,510,000 $3,280,374MSN-34 City Cattail St from N. 19th Ave to N. 27th Ave Construct to a 3-Lane Urban Collector City, 2 to 3 0.32 2 3 1 0.32 $960,000 $3,000,000MSN-36 City Manley Rd from Griffin Dr to Gallatin Park Dr North Reconstruct to an Urban Collector City, 2 to 3 0.63 2 3 1 0.63 $1,950,000$3,095,238MSN-37 City W. Lincoln St from N. 19th Ave to S. 11th Ave Reconstruct to a 3-Lane Urban Collector City, 2 to 3 0.52 2 3 1 0.52 $1,500,000$2,884,615MSN-38 City Oak St from Flanders Mill to Ryunson Way Reconstruct to a 5-Lane Urban Principal Arterial City, 0 to 5 0.21 0 5 5 1.05 $1,500,000 $1,428,571MSN-39 City Baxter Ln from Ferguson Ave to Harper Puckett Rd Complete to a 3-Lane Urban Minor Arterial City, 2 to 3 0.50 2 3 1 0.50 $1,500,000 $3,000,000MSN-40 City Baxter Ln from N. 19th Ave to Davis Ln Complete to a 3-Lane Urban Minor Arterial City, 2 to 3 0.85 2 3 1 0.85 $1,500,000 $1,764,706MSN-41 State Baxter Ln from N. 7th Ave to N. 19th Ave Complete to a 3-Lane Urban Collector State, 2 to 3 1.08 2 3 1 1.08 $1,500,000 $1,388,889MSN-43 State Oak St from N. 15th Ave to N. 19th Ave Complete to a 5-Lane Urban Principal Arterial State, 3 to 5 0.27 3 5 2 0.54 $765,000 $1,416,667MSN-44 City N. 27th Ave from Oak St to Tschache Ln Complete to a 5-Lane Urban Collector City, 2 to 5 0.25 2 5 3 0.75 $350,000 $466,667MSN-46 State S. 19th Ave from Kagy Blvd to Goldenstein Ln Reconstruct to a 5-Lane Principal Arterial Standard State, 2 to 5 1.77 2 5 3 5.31 $9,000,000 $1,694,915MSN-47 City Durston Rd from Cottonwood Rd to Ferguson Ave Reconstruct to a 3-Lane Urban Minor Arterial City, 2 to 3 0.50 2 3 1 0.50 $2,500,000 $5,000,000TSM-2 City N. 27th Ave and Oak St Traffic Signal or Roundabout Installation Intersection - - - - -$650,000 -TSM-3 City Baxter Ln and Cottonwood Rd Traffic Signal or Roundabout Installation Intersection - - - - - $2,500,000 -TSM-4 City Oak St and Cottonwood Rd Traffic Signal or Roundabout Installation Intersection - - - - - $2,750,000 -TSM-5 City Durston Rd and Flanders Mill Rd Roundabout Installation Intersection - - - - - $2,000,000 -TSM-6 City Bridger Dr and Story Mill Rd Traffic Signal or Roundabout Installation Intersection - - - - - $1,000,000 -TSM-7 City Fowler Ave and Babcock St Intersection Improvement Intersection - - - - - $2,000,000 -TSM-9 City Fowler Ave and Durston Rd Intersection Improvement Intersection - - - - - $2,000,000 -TSM-10 City Davis Ln and Cattail St Traffic Signal or Roundabout Installation Intersection - - - - - $2,000,000 -TSM-11 City Davis Ln and Catamount St Traffic Signal or Roundabout Installation Intersection - - - - - $2,000,000 -TSM-13 City N. 27th Ave and Tschache Ln Traffic Signal Installation Intersection - - - - - $2,000,000 -TSM-14 City Davis Lane and Valley Center Rd Traffic Signal Installation Intersection - - - - - $2,000,000 -TSM-15 City N. 27th Ave and Valley Center Rd Traffic Signal Installation Intersection - - - - - $2,000,000 -TSM-16 State Oak St and N. 19th Ave Intersection Improvement Intersection - - - - - $530,000 -TSM-17 City Oak St and N. 11th Ave Traffic Signal Installation Intersection - - - - - $1,150,000 -TSM-18 State N. 7th Ave and Griffin Dr Intersection Improvement Intersection - - - - - $2,350,000 -TSM-19 State Oak St and N. 7th Ave Intersection Improvement Intersection - - - - - $750,000 -TSM-23 State Highland Blvd and Ellis St Traffic Signal or Roundabout Installation Intersection - - - - - $2,000,000 -TSM-24 State Highland Blvd and Kagy Blvd Traffic Signal or Roundabout Installation Intersection - - - - - $2,850,000 -TSM-25 State Kagy Blvd and S. Church Ave/Sourdough Rd (Opt. 1) Traffic Signal or Roundabout Installation Intersection - - - - - $2,850,000 -TSM-27 City Huffine Ln and Fowler Ave Signal Turn-Phase Evaluation Intersection - - - - - $150,000 -TSM-29 State Oak St and Stoneridge Dr Modify Intersection Approach Intersection - - - - - $70,000 -TSM-39 City Lincoln St and S. 11th Ave Roundabout Installation Intersection - - - - - $2,000,000 -Total60.08City Roads OnlyLane Mile Distribution:55%32.97 $92,254,120$2,798,123State Roads OnlyLane Mile Distribution:45%27.11 $85,420,792$3,150,896 DRAFT Tindale Oliver City of Bozeman May 2018 B-5 Transportation Impact Fee Update Study Roadway Capacity As shown in Table B-2, the average capacity per lane-mile was based on the projects in the Bozeman Transportation Master Plan’s committed and recommended projects lists. The listing of projects reflects the mix of improvements that will yield the vehicle-miles of capacity (VMC) that will be built in the City of Bozeman. The initial and future capacity values are based on the planning level estimates provided in the Bozeman Transportation Master Plan, Table 2.7, with an adjustment of 25 percent, based on discussions with City staff. This adjustment reflects that future improvements are designed to account for such factors as limiting direct access points to a facility, provided adequate roadway geometrics, and improving sight distance. The resulting weighted average capacity per lane mile of approximately 7,900 was used in the multi-modal transportation impact fee calculation. DRAFT Tindale Oliver City of Bozeman May 2018 B-6 Transportation Impact Fee Update Study Table B-2 City of Bozeman Transportation Master Plan, Committed and Recommended Improvements Source: City of Bozeman 2017 Transportation Master Plan, Chapter 4; includes additional detail provided by city staff TMP ID Jurisdiction Title Description Improvement LengthExisting LanesFuture LanesLanes AddedLane Miles AddedInitial CapacityFuture CapacityAdded CapacityVMC AddedVMC Added per Lane MileTable 4.1: Committed MSN Improvements (FY 2018-2022)CMSN-1StateGriffin Dr from N. 7th Ave to Rouse Rd Reconstruct 3-Lane Urban Arterial State, 2 to 3 0.742310.7415,00022,5007,5005,5507,500CMSN-2City Cottonwood Rd from Babcock St to Durston Rd Widen to 5-Lane Urban Arterial City, 2 to 5 0.502531.5015,00040,00025,00012,500 8,333CMSN-5City Durston Rd from Ferguson Rd to Fowler Ave Complete to a 3-Lane Urban Arterial City, 2 to 3 0.502310.5015,00022,5007,5003,750 7,500CMSN-7City S. 11th Ave from Kagy Blvd to Graf St Ext. Complete to a 2-Lane Urban Collector City, 2 to 3 0.762310.7612,00018,0006,000 4,560 6,000CMSN-9City W. Babcock St from S. 11th Ave to S. 19th St Upgrade to a 3-Lane Urban Collector City, 2 to 3 0.522310.5215,00022,5007,500 3,900 7,500CMSN-10StateOak St from Rouse Ave thru Cannery District Improve and add turn lane State, 2 to 3 0.242310.2415,00022,5007,5001,8007,500CMSN-11StateRouse Ave from E Main St to Oak St Reconstruct 3-Lane Urban Principal Arterial State, 2 to 3 0.842310.8415,00022,5007,500 6,300 7,500Table 4.2: Recommended MSN ImprovementsMSN-1StateKagy Blvd from Wilson Ave to Highland Blvd Reconstruct to a 4-Lane Urban Principal ArterialState, 2 to 4 1.052422.1015,000 30,000 15,000 15,750 7,500MSN-2 State Oak St from N. 7th Ave to west edge of Cannery District Reconstruct to a 3-Lane Urban Principal Arterial State, 2 to 3 0.492310.4915,00022,5007,5003,6757,500MSN-3City N. 11th Ave from Durston Rd to Oak St Construct to a 2-Lane Urban Collector City, 0 to 2 0.510221.02 015,00015,0007,6507,500MSN-4City N. 15th Ave from Patrick St to Baxter Ln Construct to a 3-Lane Urban Collector City, 0 to 3 0.320330.96 022,50022,5007,2007,500MSN-5 State N. 19th Ave from Interstate 90 to Springhill Rd Reconstruct to a 5-Lane Urban Principal Arterial State, 3 to 5 0.473520.9430,00040,00010,0004,7005,000MSN-6StateSpringhill Rd from Frontage Rd to Sypes Canyon Rd Reconstruct to a 3-Lane Rural Minor Arterial State, 2 to 5 1.502311.5015,000 22,500 7,500 11,250 7,500MSN-7City N. 27th Ave from Baxter Ln to Valley Center Rd Construct to a 3-Lane Urban Collector City, 2 to 3 1.412311.4115,00022,5007,500 10,575 7,500MSN-8StateKagy Blvd from Wilson Ave to S. 19th Ave Reconstruct to a 4-Lane Urban Principal ArterialState, 2 to 4 1.042422.0815,000 30,000 15,000 15,600 7,500MSN-9StateOak St from N. 27th Ave to N. 19th Ave Reconstruct to a 5-Lane Urban Principal ArterialState, 2 to 5 0.502531.5015,00040,000 25,000 12,500 8,333MSN-10City Cattail St from Davis Ln to Harper Puckett Rd Construct to a 3-Lane Urban Collector City, 0 to 3 1.000333.00 022,50022,500 22,500 7,500MSN-11City Davis Ln from Baxter Ln to Valley Center Rd Reconstruct to a 5-Lane Urban Minor Arterial City, 2 to 5 1.712535.1315,00040,000 25,000 42,750 8,333MSN-12City Cottonwood Rd from Oak St to Cattail St Construct to a 5-Lane Urban Principal Arterial City, 0 to 5 1.000555.00 040,00040,000 40,000 8,000MSN-13City Fowler Ave Connection from Huffine Ln to Oak St Reconstruct to a 5-Lane Urban Minor Arterial City, 2 to 5 1.512534.5315,000 40,000 25,000 37,750 8,333MSN-15City Cottonwood Rd from Durston Rd to Oak St Construct to a 5-Lane Urban Principal Arterial City, 2 to 5 0.502531.5015,00040,000 25,000 12,500 8,333MSN-17StateCollege St from S. 11th Ave to S. 19th Ave Reconstruct to a 3-Lane Urban Minor Arterial State, 2 to 3 0.522310.5215,00022,500 7,500 3,900 7,500MSN-18City Oak St from Cottonwood Rd to Flanders Mill Reconstruct to a 5-Lane Urban Principal ArterialCity, 0 to 5 0.260551.30 040,000 40,000 10,400 8,000MSN-21City S. 3rd Ave from Graf St to Kagy Blvd Reconstruct to a 3-Lane Urban Collector City, 2 to 3 0.722310.7215,00022,5007,5005,400 7,500MSN-22StateHighland Blvd from Main St to Kagy Blvd Reconstruct to a 5-Lane Urban Principal ArterialState, 2 to 5 1.632534.8915,000 40,000 25,000 40,750 8,333MSN-26StateCottonwood Rd from Loyal Dr to Graf St Reconstruct to a 5-Lane Urban Principal ArterialState, 2 to 5 1.092533.2715,00040,000 25,000 27,250 8,333MSN-29 State Valley Center Rd from Valley Center Spur Rd to N. 27th Ave Reconstruct to a 3-Lane Urban Principal Arterial State, 2 to 3 1.072311.0715,00022,5007,5008,0257,500MSN-34City Cattail St from N. 19th Ave to N. 27th Ave Construct to a 3-Lane Urban Collector City, 2 to 3 0.322310.3215,00022,5007,500 2,400 7,500MSN-36City Manley Rd from Griffin Dr to Gallatin Park Dr North Reconstruct to an Urban Collector City, 2 to 3 0.632310.6312,00018,000 6,000 3,780 6,000MSN-37City W. Lincoln St from N. 19th Ave to S. 11th Ave Reconstruct to a 3-Lane Urban Collector City, 2 to 3 0.522310.5215,00022,500 7,500 3,900 7,500MSN-38 City Oak St from Flanders Mill to Ryunson Way Reconstruct to a 5-Lane Urban Principal Arterial City, 0 to 5 0.210551.05 040,00040,0008,4008,000MSN-39City Baxter Ln from Ferguson Ave to Harper Puckett Rd Complete to a 3-Lane Urban Minor Arterial City, 2 to 3 0.502310.5015,000 22,500 7,500 3,750 7,500MSN-40City Baxter Ln from N. 19th Ave to Davis Ln Complete to a 3-Lane Urban Minor Arterial City, 2 to 3 0.852310.8515,00022,5007,500 6,375 7,500MSN-41StateBaxter Ln from N. 7th Ave to N. 19th Ave Complete to a 3-Lane Urban Collector State, 2 to 3 1.082311.0815,00022,5007,500 8,100 7,500MSN-43StateOak St from N. 15th Ave to N. 19th Ave Complete to a 5-Lane Urban Principal Arterial State, 3 to 5 0.273520.5422,50040,000 17,500 4,725 8,750MSN-44City N. 27th Ave from Oak St to Tschache Ln Complete to a 5-Lane Urban Collector City, 2 to 5 0.252530.7515,00040,00025,0006,250 8,333MSN-46StateS. 19th Ave from Kagy Blvd to Goldenstein Ln Reconstruct to a 5-Lane Principal Arterial StandardState, 2 to 5 1.772535.31 15,000 40,000 25,000 44,250 8,333MSN-47City Durston Rd from Cottonwood Rd to Ferguson Ave Reconstruct to a 3-Lane Urban Minor Arterial City, 2 to 3 0.502310.5015,000 22,500 7,500 3,7507,500Total60.08 474,165 7,892 DRAFT Tindale Oliver City of Bozeman May 2018 B-7 Transportation Impact Fee Update Study Transit Capital Costs To convert the roadway impact fee into a multi-modal fee, the marginal cost of adding transit infrastructure is considered. This section details the difference in cost per person-mile of capacity between expanding a roadway without transit amenities versus expanding a roadway with transit amenities. This calculation also accounts for the change in roadway PMC that occurs when a bus is on the road. Table B-3 calculates the person-miles of capacity added for each new transit vehicle on the road. This calculation adjusts for the fact that buses have a significantly higher person-capacity than passenger vehicles. This table also identifies transit capital cost variables that will be used to calculate the added capital cost of constructing/expanding a roadway with transit facilities. Table B-4 combines the roadway VMC and the transit PMC to calculate the marginal change in cost per PMC. First, the roadway characteristics, including cost and capacity, were used to calculate the roadway cost per VMC for a generic 8-mile roadway segment. Then, an adjustment factor was applied to recognize that incorporating transit along a segment of roadway decreases the vehicle-capacity as the bus makes intermittent stops and interrupts the free-flowing traffic. As shown in Table B-4, the bus blockage adjustment factor is much higher for a 2-lane roadway than for a 4-lane roadway. On a 2-lane road, all cars get caught behind the bus during a stop, while on a 4-lane roadway, there is an unobstructed travel lane that cars can use to pass-by or maneuver around the slower transit vehicle. This adjusted VMC was then converted to PMC using the vehicle-miles to person-miles adjustment factor previously discussed in this report. The additional person-capacity from the buses was added to the adjusted roadway PMC. The person- miles of capacity that a transit system would add to the stretch of roadway (Table B-4) mitigates the decrease in vehicle-miles of capacity due to the bus blockage adjustments. Next, the capital cost of transit infrastructure was added to the capital cost of the roadway expansion for both new road construction (0 to 2 lanes) and lane addition (2 to 4 lanes). With the transit infrastructure included, the updated cost per PMC was calculated, which now reflects the total cost of building a new road with transit, or expanding a roadway and adding transit amenities. When compared to the cost per PMC for simply building/expanding a roadway without transit, the added cost of transit is between one (1) percent and four (4) percent. As a final step, the increased costs were then weighted by the lane mile distribution of new road construction and lane addition improvements in the Bozeman Transportation Master Plan. As DRAFT Tindale Oliver City of Bozeman May 2018 B-8 Transportation Impact Fee Update Study shown, the plan calls for a higher number of lane addition improvements in the future. When the marginal cost of transit is included and weighted by this ratio, the resulting percent change is approximately 2.1 percent. Essentially, at a less than three percent cost difference, adding transit does not have a significant effect on the cost per person-mile of capacity for new road construction and lane addition improvements. As it is currently structured, the transit model detailed in Tables B-3 and B-4 assumes that transit- miles and road-miles will be added to the system at the same rate. If the City adds more transit- miles, this would increase the bus traffic on existing roads, adding more stops, higher stop frequency, and creating additional bus blockage. As a result, the capital cost per person-mile for a roadway with transit would increase in relation to the ratio of added transit-miles vs. roadway- miles. For example, if the transit-mile investment was double that of roadway construction/expansion, the 2.0 percent change calculated in Table B-4 would increase to approximately 4.0 percent. The annual construction figures for transit-miles and road-miles should be tracked by the City and adjusted for in subsequent multi-modal fee update studies. DRAFT Tindale Oliver City of Bozeman May 2018 B-9 Transportation Impact Fee Update Study Table B-3 Multi-Modal Cost per Person-Mile of Capacity Input Local TransitSource:Vehicle Capacity(1)30 1) Source: City staffNumber of Vehicles (25% fleet margin)(2)1 2) Cycle time (Item 9) divided by headway time (Item 6) increased by 25 percent to accommodate the required fleet marginService Span (hours)(3)12 3) Source: Assumption based on current Streamline RoutesCycles/Hour (aka Peak Vehicles)(4)1.00 4) Headway time (Item 6) divided by 60Cycles per Day(5)12 5) Service span (Item 3) multiplied by the cycles/hour (Item 4)Headway Time (minutes)(6)60 6) Source: Assumption based on current Streamline routesSpeed (mph)(7)13 7) Source: Integrated National Transit Database Analysis System (INTDAS). 6-yr averageRound Trip Length (miles)(8)8.0 8) Source: Average trip length of current Streamline routesCycle Time (minutes)(9)37 9) Round trip length (Item 8) divided by speed (Item 7) multiplied by 60Total Person-Miles of Capacity(10)2,880 10) Vehicle capacity (Item 1) multiplied by the cycles per day (Item 5) multiplied by the round trip length (Item 8)Load Factor/System Capacity(11)40% 11) Source: Optimistic assumption based on future goals (current load factor = 33%)Adjusted Person-Miles of Capacity(12)1,152 12) Total person-miles of capacity (Item 10) multiplied by the load factor (Item 11)Stops per Mile (w/o Shelter)(13)4 13) Source: Model assumes 4 bench stops per mileShelters per Mile(14)1 14) Source: Model assumes 1 shelter stop per mileVehicle Cost(15)$200,000 15) Source: City staffSimple Bus Stop(16)$25 16) Source: City staff, includes signageSheltered Bus Stop(17)$8,000 17) Source: City staff, includes signage, bench, shelterTransit Person-Miles of Capacity CalculationCapital Cost Variables DRAFT Tindale Oliver City of Bozeman May 2018 B-10 Transportation Impact Fee Update Study Table B-4 Multi-Modal Transportation Impact Fee: Transit Component Model Roadway Transit Roadway TransitSource:Roadway Cost per Mile(1)$6,556,000 $6,556,000 1) Source: Table 3, adjusted to cost "per mile"Roadway Segment Length (miles)(2)8.0 8.0 2) Source: Average length of BCT routeRoadway Segment Cost(3)$52,448,000PMC$52,448,000PMC 3) Roadway cost per mile (Item 1) multiplied by the roadway segment length (Item 2)Average Capacity Added (per mile)(4)20,540 26,702 20,540 26,702 4) Source: Table 4, adjusted to capacity "per mile"VMC/PMC Added (entire segment)(5)164,320 213,616 164,320 213,616 5) Roadway segment length (Item 2) multiplied by the average capacity added (Item 4) for both VMC and PMCRoadway Cost per VMC/PMC(6)$319.18$245.52$319.18$245.52 6) Roadway segment cost (Item 3) divided by the VMC/PMC added (Item 5) individuallyAdjustment for Bus Blockage(7)3.2% - 1.6% - 7) Source: 2010 Highway Capacity Manual, Equation 18-9VMC/PMC Added (transit deduction)(8)5,258 6,835 2,629 3,418 8) VMC added (Item 5) multiplied by the adjustment for bus blockage (Item 7). For PMC, multiply the VMC by 1.40 persons per vehicleVMC/PMC Added (less transit deduction)(9)159,062 206,781 161,691 210,198 9) VMC/PMC added (entire segment) (Item 5) less the VMC/PMC added (transit deduction) (Item 8) for VMC and PMC individuallyPMC Added (transit addition ONLY)(10)1,1521,152 10) Source: Table B-4, Adjusted Person-Miles of Capacity (Item 12)Net PMC Added (transit effect included)(11)207,933 211,350 11) PMC added (less transit deduction) (Item 9) plus the PMC added (transit addition ONLY) (Item 10)Road/Transit Cost per PMC (Road Capital)(12)$252.24 $248.16 12) Road segment cost (Item 3) divided by the net PMC added (transit effect included) (Item 11)Buses Needed(13)1 $200,000 1 $200,000 13) Number of vehicles (see Table B-4, Item 2) multiplied by the vehicle cost (see Table B-4, Item 15)Stops per mile (both sides of street)(14)4 $1,600 4 $1,600 14) Stops per mile (3) multiplied by the roadway segment length (Item 2) multiplied by the cost per stop (Table B-4, Item 16)Shelters per mile (both sides of street)(15)1 $128,0001 $128,000 15) Shelters per mile (1) multiplied by the roadway segment length (Item 2) multiplied by the cost per shelter (Table B-4, Item 17)Total infrastructure(16)$329,600 $329,600 16) Sum of buses needed (Item 13), stops needed (Item 14), and shelters needed (Item 15)Road/Transit Cost per PMC(17)$253.82 $249.72 17) Sum of the roadway segment cost (Item 3) and the total transit infrastructure cost (Item 16) divided by the net PMC added (Item 11)Percent Change(18)3.38% 1.71% 18) Percent difference between the road/transit cost per PMC (Item 17) and the Roadway cost per PMC (Item 6)Lane Mile Distribution(19)20% 80% 19) Source: Estimate based on mix of Committed and Recommended Master Plan improvementsWeighted Roadway Cost per PMC(20)$49.10 $196.42 20) Roadway cost per PMC (Item 6) multiplied by the lane mile distribution (Item 19)Weighted Road/Transit Cost per PMC(21)$50.76 $199.77 21) Road/Transit cost per PMC (Item 17) multiplied by the lane mile distribution (Item 19)$245.52 22) Sum of the weighted roadway cost per PMC (Item 20) for new road construction and lane additions$250.53 23) Sum of the weighted road/transit cost per PMC (Item 21) for new road construction and lane additions2.04% 24) Percent difference between the weighted average road/transit cost per PMC (Item 23) and the weighted average roadway cost per PMC (Item 22)Multi-Modal Cost per PMC:ItemNew Road Construction Lane AddtionsRoadway Characteristics:Transit Capacity:Transit Infrastructure:Weighted Average Road/Transit Cost per PMC (new road construction and lane additions)(23)Percent Change(24)Weighted Multi-Modal Cost per PMC:Weighted Average Multi-Modal Cost per PMC:Weighted Average Roadway Cost per PMC (new road construction and lane additions)(22) DRAFT Appendix C Credit Component DRAFT Tindale Oliver City of Bozeman May 2018 C-1 Transportation Impact Fee Update Study Appendix C: Credit Component The methodology used to calculate the fuel tax distribution per penny of gas tax is based on the following process summarized below and presented in Table C-1. Since the impact fee is based on consumption of capacity on all roads, the revenue credit considers capital investment on city, county, and state roadways.  Estimating the value per penny using the Highway State Special Revenue Fund;  Dividing the fuel tax revenue by 31.5 pennies;  Calculating the value per penny of gas tax;  Estimating the fuel tax distribution in Gallatin County based on the value per penny, per person, multiplied by the 2017 population estimate; and  The use of Gallatin County data reflects a regional approach to the capital improvement credit which accounts for traffic entering and exiting the city, but do not necessarily remain in the city during the entire trip. Table C-1 MDOT Fuel Tax Distribution per Penny 1) Source: Montana Department of Transportation 2) Highway State Special Revenue Fund divided by 31.5 pennies 3) American Community Survey 5-yr population estimate 4) Value per penny for Montana (Item 2) divided by the Montana population estimate 5) Value per penny per person (Item 4) multiplied by the Gallatin County population estimate City Capital Improvement Credit A review of the City of Bozeman’s 5-year planned expenditures shows that transportation projects are primarily being funded by a combination of impact fees and arterial & collector Item Figure Highway State Special Revenue Fund(1)$165,000,000 State Fuel Tax Rate (Pennies)(1)31.5 Value per Penny - State of Montana(2)$5,238,095 Montana Population Estimate_2016(3)1,023,391 Value per Penny per Person(4)$5.12 Gallatin County Population Estimate_2016(3)97,958 Value per Penny - Gallatin County(5)$501,545 DRAFT Tindale Oliver City of Bozeman May 2018 C-2 Transportation Impact Fee Update Study special assessment revenues. The FY 2018-2022 Capital Improvements Program indicates that city fuel tax revenues will be transferred to the Street Maintenance District fund and dedicated to maintenance projects and equipment. As shown in Table C-2, a total “gas tax equivalent” revenue credit of 3.8 pennies was given for transportation capacity-expansion projects funded with non-impact fee revenues. Table C-2 City of Bozeman Fuel Tax Equivalent Pennies 1) Source: Table C-4 2) Source: Table C-1 3) Cost of projects divided by number of years divided by revenue from 1 penny (Item 2) and multiplied by 0.01 County Capital Improvement Credit A review of the Gallatin County FY 2018 budget indicated that road impact fees appear to be the only revenue source earmarked for capacity enhancements. However, recent changes in the collection of impact fees and the completion of several large projects have nearly exhausted the existing fund balance. The budget indicates that the portion of the state fuel tax distributed to the County is used to purchase materials and contracts for road maintenance. Therefore, the multi-modal transportation impact fee calculations do not include a County credit due to all non- impact fee revenue sources being spent on non-capacity improvements. State Capital Improvement Credit A review of historical state expenditures was conducted to calculate a credit for capacity improvements funded by the Montana Department of Transportation. The projects identified, as shown in Table C-5, include roadway, bicycle, and pedestrian improvements located within the City of Bozeman. As shown in Table C-3, a total “gas tax equivalent” revenue credit of 2.3 pennies was given for MDT-funded transportation capacity-expansion improvements. Source Cost of Projects Number of Years Revenue from 1 Penny(2) Equivalent Pennies(3) Projected CIP Expenditures (FY 2018-2022)(1)$9,499,766 5 $501,545 $0.038 DRAFT Tindale Oliver City of Bozeman May 2018 C-3 Transportation Impact Fee Update Study Table C-3 State of Montana Fuel Tax Equivalent Pennies 1) Source: Table C-5 2) Source: Table C-1 3) Cost of projects divided by number of years divided by revenue from 1 penny (Item 2) and multiplied by 0.01 Source Cost of Projects Number of Years Revenue from 1 Penny(2) Equivalent Pennies(3) Historical Expenditures (2000-2017)(1)$19,201,181 17 $501,545 $0.023 DRAFT Tindale Oliver City of Bozeman May 2018 C-4 Transportation Impact Fee Update Study Table C-4 City of Bozeman FY 2018-2022 Capital Improvement Program Source: U.S. Department of Transportation, Federal Highway Administration, Highway Statistics 2016, Section V, Table VM-1 Proj. Project Name Description FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 TotalSIF036 Cottonwood (Babcock to Durston) Complete 5-lane expansion $1,278,000 $0 $0 $0 $0 $1,278,000SIF039 Ferguson & Durston (Intersection) Install roundabout $451,244 $0 $0 $0 $0 $451,244SIF046 Oak (New Holland to Ferguson) Complete 5-lane expansion $600,000 $0 $0 $0 $0 $600,000SIF061 Oak & Ferguson (Intersection) Signal Installation $269,066 $0 $0 $0 $0 $269,066SIF062 Durston (Fowler to Ferguson) Complete 3-lane expansion $0 $757,421 $0 $0 $0 $757,421SIF074 Oak & Davis (Intersection) Install roundabout $352,302 $0 $0 $0 $0 $352,302SIF076 Fowler Connection (Huffine to Oak) New Road Construction $0 $0 $0 $500,000 $0 $500,000SIF080 Ferguson (Baxter to Oak) New Road Construction $666,666 $0 $0 $0 $0 $666,666SIF104 Cottonwood & Babcock (Intersection) Signal Installation $287,067 $0 $0 $0 $0 $287,067SIF108 S 3rd and Graf Signal Installation $0 $200,000 $0 $0 $0 $200,000SIF109 Oak (Rouse through Cannery District) Add Turn Lane $0 $133,000 $0 $0 $0 $133,000SIF110 Manley & Griffin (Intersection) Intersection Improvement $0 $0 $400,000 $0 $0 $400,000SIF112 Highland & Main (Intersection) Intersection Improvement $30,000 $0 $0 $0 $0 $30,000SIF113 Griffin (7th to Rouse) Intersection Improvement $0 $0 $2,000,000 $0 $0 $2,000,000SIF117 Story Mill (Griffin to Bridger) Lane Addition $0 $0 $0 $225,000 $0 $225,000SIF118 Babcock (11th Ave to 19th Ave) Lane Addition $0 $0 $0 $0 $750,000 $750,000SIF121 Baxter & Davis (Intersection) Install roundabout $0 $0 $500,000 $0 $0 $500,000SIF125 College (11th to 19th) Lane Addition $0$0$0$100,000$0$100,000$3,934,345 $1,090,421 $2,900,000 $825,000 $750,000 $9,499,766$1,899,953 Total Average Annual Expenditures (over 5 years) DRAFT Tindale Oliver City of Bozeman May 2018 C-5 Transportation Impact Fee Update Study Table C-5 Montana Department of Transportation – Recent Capacity Expenditures in Bozeman Source: Montana Department of Transportation and City of Bozeman Cont. ID Proj. # Project Name Award Date Amount03900 04490002000 NORTH 7TH AVENUE & GRIFFIN DRIVE 8/31/2000 $67,22004900 04319006000 SIGNAL - NORTH 19TH & BAXTER 9/28/2000 $462,39205603 04179037000 19TH & MAIN 4/5/2004 $2,266,44616404 05094003000 HIGHLAND - KAGY TO MAIN 4/29/2004 $1,488,0804952012000 BABCOCK TO KAGY4918009000 S 19TH & COLLEGE4713011000 SIGNAL-19TH & KOCH03B11 7412003000 BAXTER LN - N 7TH TO N 19TH 11/29/2011 $197,99404614 7426003000 COLLEGE - MAIN TO S 19TH 6/24/2014 $5,780,77722915 8689036000 DURSTON ROAD SIDEWALK 10/6/2015 $65,87507616 8688039000 ELEM SCHOOL BIKE PED 6/28/2016 $285,620$19,201,181$1,129,48102708 9/8/2008 $8,586,776 Total (2000-2016) Average Annual Expenditures (over 17 years) DRAFT Tindale Oliver City of Bozeman May 2018 C-6 Transportation Impact Fee Update Study Table C-6 Average Motor Vehicle Fuel Efficiency – Excluding Interstate Travel Source: U.S. Department of Transportation, Federal Highway Administration, Highway Statistics 2016, Section V, Table VM-1 Annual Vehicle Distance Traveled in Miles and Related Data – 2016 by Highway Category and Vehicle Type https://www.fhwa.dot.gov/policyinformation/statistics.cfm 22.0 6.4@ 22.0 mpg @ 6.4 mpgOther Arterial Rural317,691,000,000 45,164,000,000 362,855,000,000 88% 12%Other Rural302,483,000,000 27,939,000,000 330,422,000,000 92% 8%Other Urban1,553,636,000,000 93,910,000,000 1,647,546,000,000 94% 6%Total 2,173,810,000,000 167,013,000,000 2,340,823,000,000 93% 7%Gallons @ 22.0 mpg Gallons @ 6.4 mpg2,340,823 miles (millions)Other Arterial Rural14,440,500,000 7,056,875,000 21,497,375,000 124,905 gallons (millions)Other Rural13,749,227,273 4,365,468,750 18,114,696,023 18.74 mpgOther Urban70,619,818,182 14,673,437,500 85,293,255,682 Total 98,809,545,455 26,095,781,250 124,905,326,705 TravelVehicle Miles of Travel (VMT) @Percent VMTFuel Consumed Total Mileage and Fuel DRAFT Tindale Oliver City of Bozeman May 2018 C-7 Transportation Impact Fee Update Study Table C-7 Annual Vehicle Distance Travelled in Miles and Related Data – 2016(1) By Highway Category and Vehicle Type Published December 2017TABLE VM-1ALL LIGHT VEHICLES(2)SINGLE-UNIT 2-AXLE 6-TIRE OR MORE AND COMBINATION TRUCKS Motor-Vehicle Travel: (millions of vehicle-miles)2016 Interstate Rural 139,460 1,095 1,740 44,086 9,905 50,430183,546 60,335246,7162016 Other Arterial Rural 226,036 2,633 2,116 91,655 16,371 28,794317,691 45,164367,6052016 Other Rural 212,457 2,856 1,946 90,026 15,563 12,375302,483 27,939335,2242016 All Rural 577,954 6,583 5,802 225,768 41,839 91,599 803,721 133,439 949,5452016 Interstate Urban 392,838 2,939 2,542 99,523 18,555 41,991492,361 60,546558,3882016 Other Urban 1,220,973 10,923 8,006 332,663 52,944 40,9661,553,636 93,9101,666,4752016 All Urban 1,613,810 13,862 10,548 432,186 71,499 82,958 2,045,997 154,456 2,224,8632016 Total Rural and Urban(5)2,191,764 20,445 16,350 657,954 113,338 174,557 2,849,718 287,895 3,174,4082016 Number of motor vehicles 192,774,508 8,679,380 976,161 54,870,473 8,746,518 2,752,043 247,644,981 11,498,561 268,799,083 registered(2)2016 Average miles traveled 11,370 2,356 16,749 11,991 12,958 63,428 11,507 25,037 11,810 per vehicle2016 Person-miles of travel(4)3,045,205 22,022 346,610 878,994 113,338 174,557 3,924,199 287,895 4,580,725 (millions)2016 Fuel consumed 91,487,810 465,802 2,225,795 37,818,755 15,338,479 29,554,641 129,306,565 44,893,120 176,891,283 (thousand gallons)2016 Average fuel consumption per 475 54 2,280 689 1,754 10,739 522 3,904 658 vehicle (gallons)2016 Average miles traveled per 24.0 43.9 7.3 17.4 7.4 5.922.0 6.417.9 gallon of fuel consumed(3) Single-Unit - single frame trucks that have 2-Axles and at least 6 tires or a gross vehicle weight rating exceeding 10,000 lbs.(4) Vehicle occupancy is estimated by the FHWA from the 2009 National Household Travel Survey (NHTS); For single unit truck and heavy trucks, 1 motor vehicle mile travelled = 1 person-mile traveled.(5) VMT data are based on the latest HPMS data available; it may not match previous published results.SINGLE-UNIT TRUCKS(3)COMBINATION TRUCKSSUBTOTALSALL MOTOR VEHICLES(1) The FHWA estimates national trends by using State reported Highway Performance and Monitoring System (HPMS) data, fuel consumption data (MF-21 and MF-27), vehicle registration data (MV-1, MV-9, and MV-10), other data such as the R.L. Polk vehicle data, and a host of modeling techniques. Starting with the 2009 VM-1, an enhanced methodology was used to provide timely indicators on both travel and travel behavior changes.(2) Light Duty Vehicles Short WB - passenger cars, light trucks, vans and sport utility vehicles with a wheelbase (WM) equal to or less than 121 inches. Light Duty Vehicles Long WB - large passenger cars, vans, pickup trucks, and sport/utility vehicles with wheelbases (WB) larger than 121 inches. All Light Duty Vehicles - passenger cars, light trucks, vans and sport utility vehicles regardless of YEAR ITEMLIGHT DUTY VEHICLES SHORT WB(2)MOTOR-CYCLESBUSESLIGHT DUTY VEHICLES LONG WB(2) DRAFT Appendix D Multi-Modal Transportation Impact Fee Schedule DRAFT Tindale Oliver City of Bozeman May 2018 D-1 Transportation Impact Fee Update Study Appendix D: MMTIF Fee Schedule This appendix presents the detailed fee calculations for each land use in the City of Bozeman’s multi-modal transportation impact fee schedule. DRAFT Tindale Oliver City of Bozeman May 2018 D-2 Transportation Impact Fee Update Study Table D-1 Multi-Modal Transportation Impact Fee Schedule Unit Cost per Lane Mile: $3,278,000 Interstate Adjustment Factor: 19.9%$$ per Gallon to Capital: $0.061 Average VMC per Lane Mile: 10,270 Cost per PMC: $319.18Facility Life (Years): 25Fuel Efficiency: 18.74 mpg Person-Trip Factor: 1.30Interest Rate: 3.00% Effective Days per Year: 365ITE LUC Land Use Unit Trip Rate Trip Rate SourceAssessable Trip LengthTotal Trip LengthTrip LengthSourcePercentNew Trips % New Trips SourceNet VMT(1) Person-Trip FactorNet PMT(2) TotalImpact CostAnnualCap. Imp. CreditCap. Imp. CreditNetImpact FeeNet IFw/5% Admin(3)RESIDENTIAL:Residential: 1,400 sf or lessdu 7.62Local StudiesTiered, App. A3.31 3.81Local Studies100%n/a10.10 1.30 13.13 $4,191 $17 $296$3,895 $4,090Residential: 1,401 to 1,600 sfdu 7.88Local StudiesTiered, App. A3.31 3.81Local Studies100%n/a10.45 1.30 13.59 $4,334 $18 $313$4,021 $4,222Residential: 1,601 to 1,800 sfdu 8.11Local StudiesTiered, App. A3.31 3.81Local Studies100%n/a10.75 1.30 13.98 $4,461 $18 $313$4,148 $4,355Residential: 1,801 to 2,000 sfdu 8.31Local StudiesTiered, App. A3.31 3.81Local Studies100%n/a11.02 1.30 14.33 $4,571 $19 $331$4,240 $4,452Residential: 2,001 to 2,200 sfdu 8.49Local StudiesTiered, App. A3.31 3.81Local Studies100%n/a11.25 1.30 14.63 $4,670 $19 $331$4,339 $4,556Residential: 2,201 to 2,400 sfdu 8.66Local StudiesTiered, App. A3.31 3.81Local Studies100%n/a11.48 1.30 14.92 $4,764 $20 $348$4,416 $4,637Residential: 2,401 to 2,600 sfdu 8.82Local StudiesTiered, App. A3.31 3.81Local Studies100%n/a11.69 1.30 15.20 $4,852 $20 $348$4,504 $4,729Residential: 2,601 to 2,800 sfdu 8.96Local StudiesTiered, App. A3.31 3.81Local Studies100%n/a11.88 1.30 15.44 $4,929 $20 $348$4,581 $4,810Residential: 2,801 to 3,000 sfdu 9.09Local StudiesTiered, App. A3.31 3.81Local Studies100%n/a12.05 1.30 15.67 $5,000 $21 $366$4,634 $4,866Residential: 3,001 sf or moredu 9.13Local StudiesTiered, App. A3.31 3.81Local Studies100%n/a12.10 1.30 15.73 $5,022 $21 $366$4,656 $4,889n/aGroup Quartersperson 3.102012 Study3.31 3.81Same as LUC 210100%n/a4.11 1.30 5.34 $1,705 $7 $122$1,583 $1,662254Assisted Livingbed 2.60ITE 10th Edition1.63 2.13Same as LUC 253(Appendix A)72%Same as LUC 253(Appendix A)1.22 1.30 1.59 $507 $2 $35$472 $496LODGING:320Lodgingroom 3.35ITE 10th Edition2.30 2.80FL Studies77%FL Studies2.38 1.30 3.09 $986 $4 $70$916 $962INSTITUTIONS:520Elementary School (Private)1,000 sf (gfa) 19.52ITE 10th Edition1.85 2.35FL Studies(Pinellas County)80%FL Studies(Pinellas County)11.57 1.30 15.04 $4,801 $22 $383$4,418 $4,639530Secondary School (Private)1,000 sf (gfa) 14.07ITE 10th Edition1.85 2.35FL Studies(Pinellas County)90%FL Studies(Pinellas County)9.38 1.30 12.19 $3,893 $18 $313$3,580 $3,759550University/Collegestudent 1.50ITE Regression Analysis3.31 3.81Same as LUC 21090%FL Studies(Pinellas County)1.79 1.30 2.33 $743 $3 $52$691 $726565Day Care Centerstudent 4.09ITE 10th Edition0.87 1.37FL Studies73%FL Studies1.04 1.30 1.35 $432 $2 $35$397 $417610Hospital1,000 sf (gfa) 10.72ITE 10th Edition3.31 3.81Same as LUC 21077%FL Studies(Pinellas County)10.94 1.30 14.22 $4,540 $19 $331$4,209 $4,419n/a DRAFT Tindale Oliver City of Bozeman May 2018 D-3 Transportation Impact Fee Update Study Table D-1 (continued) Multi-Modal Transportation Impact Fee Schedule 1) Net VMT is calculated as ((Trip Generation Rate * Trip Length * % New Trips)*(1-Interstate Adjustment Factor)/2). This reflects the unit of vehicle-miles of capacity consumed per unit of development and is multiplied by the cost per vehicle 2) Net VMT multiplied by the person-trip factor 3) Net Impact Fee with the 5% administrative fee applied ITE LUC Land Use Unit Trip Rate Trip Rate SourceAssessable Trip LengthTotal Trip LengthTrip LengthSourcePercentNew Trips % New Trips SourceNet VMT(1) Person-Trip FactorNet PMT(2) TotalImpact CostAnnualCap. Imp. CreditCap. Imp. CreditNetImpact FeeNet IFw/5% Admin(3)OFFICE:710Office1,000 sf (gfa) 9.74ITE 10th Edition2.22 2.72Local Studies71%Local Studies6.15 1.30 8.00 $2,551 $11 $192$2,359 $2,477760Research & Development Center1,000 sf (gfa) 11.26ITE 10th Edition2.31 2.81Same as LUC 770(Appendix A)89%Same as LUC 770(Appendix A)9.27 1.30 12.05 $3,847 $17 $296$3,551 $3,729RETAIL:820Retail/Restaurant1,000 sf (gla) 37.75ITE 10th Edition2.16 2.66Local Studies55%Local Studies17.96 1.30 23.35 $7,453 $33 $575$6,878 $7,222INDUSTRIAL:110Light Industrial1,000 sf (gfa) 4.96ITE 10th Edition2.22 2.72Same as LUC 71071%Same as LUC 7103.13 1.30 4.07 $1,299 $6 $104$1,195 $1,255140Manufacturing1,000 sf (gfa) 3.93ITE 10th Edition2.22 2.72Same as LUC 71071%Same as LUC 7102.48 1.30 3.22 $1,029 $5 $87$942 $989150Warehouse1,000 sf (gfa) 1.74ITE 10th Edition2.22 2.72Same as LUC 71071%Same as LUC 7101.10 1.30 1.43 $456 $2 $35$421 $442151Mini-Warehouse1,000 sf (gfa) 1.49Blend ITE 10th &FL Studies1.33 1.83FL Studies(Pinellas County)71%Same as LUC 7100.56 1.30 0.73 $234 $1 $17$217 $228