Loading...
HomeMy WebLinkAbout01-14-19 City Commission Packet Materials - A2. Transportation (Street) Impact Fee Study PresentationCommission Memorandum REPORT TO: Honorable Mayor and City Commission FROM: Anna Rosenberry, Assistant City Manager SUBJECT: Transportation (Street) Impact Fee Study – Presentation by Impact Fee Study Consultants and direction to staff regarding adopting new study and making changes to the City’s Transportation (Street) Impact Fees. MEETING DATE: January 14, 2019 AGENDA ITEM TYPE: Action RECOMMENDATION: Listen to the presentation, take public comment, and direct staff to return with a resolution to adopt the new study and change Transportation Impact Fees. BACKGROUND: State law requires the city to periodically review and update our transportation system development impact fees. The City’s Impact Fee Advisory Committee and city staff have been working with Tindale Oliver consultants to provide the necessary data and to formulate a recommendation to change Transportation Impact Fees. Tonight, the consultants will present the Transportation Impact Fee Study Update. This updated study has had significant input from the Impact Fee Advisory Committee. After hearing the presentation, answering questions, and taking public comment, we can draft a resolution and schedule the hearing that will adopt the Transportation Impact Fee Study update and change the City’s Transportation Impact Fees. Any changes in the City’s impact fees would be made effective by this resolution. Public Meetings & Participation: In the process of developing this updated study, we held numerous public meetings and opportunities for public participation. An initial public outreach meeting was held at City Hall as the update began. It was attended by members of the public and stakeholders interested in topics such as transit, transportation, 133 affordable housing, clean water, development, etc. We also maintained an Impact Fee Study Update “project page” on the City’s website. This site linked to historical impact fee information, as well as upcoming meeting times and draft content, and contained a link to submit public comment. Publicized meetings of the Impact Fee Advisory Committee were held in June and in December. There was an opportunity for public comment at those meetings as well. Upon receiving the initial draft report in June, the Impact Fee Advisory Committee asked for more information and options for the fee to reflect more accurate demand and level of service data. At their meeting in December, they reviewed more than six different combinations of revised demand information and level of service data. They were able to arrive at a unanimous decision to recommend the demand data. However, they were split (2 in favor, 2 opposed) in their recommendation regarding level of service (volume to capacity). This meeting was the first time that the Committee or staff had been presented with this particular level of service option (described in the report as Scenario #2) - and Committee members had mixed responses. Some thought Scenario #2 was a concept that should be adopted, some thought it should be phased in over a period of years, and others thought that it should not be adopted. The draft minutes from that meeting are attached. The Draft Transportation Impact Fee Study is attached. It contains information for both level of service options that will be discussed. The document contains an Executive Summary, Introduction, Report, and Appendices. Specific information about the volume to capacity issue begins on page 19 of the report. • Scenario #1: Calculations are based on the adopted level of service (LOS) standard, resulting in a volume to capacity (V/C) ratio of 1. • Scenario #2: Calculations reflect the congestion levels projected in 2040, resulting in a V/C ratio of 0.73. We will need to arrive at an adopted Level of Service for this study, in order to move forward. If this topic takes more time to discuss, we could proceed with adoption of the other impact fee studies while we deliberate further on the Transportation Impact Fee study. The Updated Fee Scenarios: Transportation Impact Fees are designed to fund capital expansion projects for transportation (including multi-modal and transit facilities located within 134 rights-of-way) to support the additional demand that is created by new growth. Because of their size and detail, please refer to the study for the proposed fee schedules. • Scenario #1 Proposed Fee Schedule is found on page 3. • Scenario #2 Proposed Fee Schedule is found on page 4. Comparisons of Existing and Proposed Fee: Comparisons of the existing and proposed fee for specific dwelling sizes and commercial projects are shown in the next table. First, you will find the comparisons based on Scenario #1 (green). Then, you will find the comparisons based on Scenario #2 (yellow). Scenario #1 Comparisons Transportation Impact Fee - Residential Scenario #1 Existing Fee Proposed Fee Change Change Median Detached Home $ 5,395.22 $ 6,127.00 14% $ 731.78 2,400 sq. ft. 6,500 sq. ft. lot Small Detached Home $ 3,692.72 $ 4,689.00 27% $ 996.28 1,500 sq. ft. 4,500 sq. ft. lot Townhome $ 3,141.14 $ 4,211.00 34% $ 1,069.86 1,350 sq. ft. 3,000 sq. ft. lot Group Quarters $ 24,773.37 $ 15,490.00 -37% $ (9,283.37) 10 residents 15,246 sq. ft. lot Apartment Building $ 37,693.72 $ 31,404.00 -17% $ (6,289.72) 12 homes@ 1,000 sq. ft. each 21,408 sq. ft. lot Affordable Housing Townhome $ 3,141.14 $ 2,617.00 -17% $ (524.14) 800 sq. ft 2,500 sq. ft. lot Transportation Impact Fee - Non Residential Scenario #1 Existing Fee Proposed Fee Change Change Offices $ 39,664.76 $ 21,054.50 -47% $ (18,610.26) 3/4 inch meter 135 30,000 sq. ft. lot 10,000 sq. ft. bldg Retail $ 109,952.18 $ 73,664.40 -33% $ (36,287.78) 3/4 inch meter 40,000 sq. ft. lot 12,000 sq. ft. bldg Restaurant $ 54,976.09 $ 36,832.20 -33% $ (18,143.89) 1.5 inch meter 25,000 sq. ft. lot 6,000 sq. ft. bldg Manufacturing $ 20,605.52 $ 12,609.75 -39% $ (7,995.77) 1 inch meter 45,000 sq. ft. lot 15,000 sq. ft. bldg Scenario #2 Comparisons Transportation Impact Fee - Residential Scenario #2 Existing Fee Proposed Fee Change Change Median Detached Home $ 5,395.22 $ 8,566.00 59% $ 3,170.78 2,400 sq. ft. 6,500 sq. ft. lot Small Detached Home $ 3,692.72 $ 6,556.00 78% $ 2,863.28 1,500 sq. ft. 4,500 sq. ft. lot Townhome $ 3,141.14 $ 5,886.00 87% $ 2,744.86 1,350 sq. ft. 3,000 sq. ft. lot Group Quarters $ 24,773.37 $ 21,680.00 -12% $ (3,093.37) 10 residents 15,246 sq. ft. lot Apartment Building $ 37,693.72 $ 43,884.00 16% $ 6,190.28 12 homes@ 1,000 sq. ft. each 21,408 sq. ft. lot Affordable Housing Townhome $ 3,141.14 $ 5,886.00 87% $ 2,744.86 800 sq. ft 136 2,500 sq. ft. lot Transportation Impact Fee - Non Residential Scenario #2 Existing Fee Proposed Fee Change Change Offices $ 39,664.76 $ 29,469.50 -26% $ (10,195.26) 3/4 inch meter 30,000 sq. ft. lot 10,000 sq. ft. bldg Retail $ 109,952.18 $ 103,142.40 -6% $ (6,809.78) 3/4 inch meter 40,000 sq. ft. lot 12,000 sq. ft. bldg Restaurant $ 54,976.09 $ 51,571.20 -6% $ (3,404.89) 1.5 inch meter 25,000 sq. ft. lot 6,000 sq. ft. bldg Manufacturing $ 20,605.52 $ 17,709.75 -14% $ (2,895.77) 1 inch meter 45,000 sq. ft. lot 15,000 sq. ft. bldg We have also prepared a Comparison Schedule for All Fee Types (Water, Wastewater, Transportation, and Fire/EMS), which is attached to this memo. The schedule contains information for both Scenario #1 and Scenario #2 Transportation Impact Fees. UNRESOLVED ISSUES: The level of service element for this study is unresolved. Options are presented as Scenario #1 and Scenario #2. ALTERNATIVES: Multiple alternatives are discussed in the report. FISCAL EFFECTS: This presentation has no immediate fiscal effects. Once the Commission adopts the study and resolution necessary to change Impact Fees, amounts deposited to the Transportation Impact Fee Fund will be based upon the new schedule. Attachments: Transportation Impact Fee Study, Dated December 21, 2018 Draft Impact Fee Advisory Committee Minutes – December 11, 2018 Comparison Schedule for All Fee Types – Residential 137 Comparison Schedule for All Fee Types – Non-Residential Report compiled on: January 4, 2019 138 City of Bozeman Transportation Impact Fee Update Study DRAFT REPORT December 21, 2018 Prepared for: City of Bozeman 20 E. Olive Street Bozeman, MT 59715 ph (406) 582-2273 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 497003-00.17 139 DRAFT Tindale Oliver City of Bozeman December 2018 i Transportation Impact Fee Update Study City of Bozeman Transportation Impact Fee Update Study Table of Contents I. EXECUTIVE SUMMARY ............................................................................................... 1 II. INTRODUCTION ......................................................................................................... 5 Methodology ................................................................................................................. 5 Legal Compliance Overview .......................................................................................... 7 III. DEMAND COMPONENT .............................................................................................. 10 Travel Demand .............................................................................................................. 10 Conversion of Vehicle-Trips to Person-Trips ................................................................ 10 Interstate Adjustment Factor ....................................................................................... 10 Local Trip Length Adjustment Factor ............................................................................ 11 Trip Exchange District Discount Factor ......................................................................... 12 IV. COST COMPONENT .................................................................................................... 16 City Roadway Cost ........................................................................................................ 16 State Roadway Cost ...................................................................................................... 17 Summary of Costs (Blended Cost Analysis) .................................................................. 17 Person-Miles of Capacity Added per Lane Mile (Roadways) ........................................ 18 Cost per Person-Mile of Capacity Added (Roadways) .................................................. 19 Bicycle and Pedestrian Facility Costs ............................................................................ 20 Transit Capital Cost per Person-Mile of Travel ............................................................. 21 V. CREDIT COMPONENT ................................................................................................. 22 Capital Improvement Credit ......................................................................................... 22 Present Worth Variables ............................................................................................... 23 Fuel Efficiency ............................................................................................................... 23 Effective Days per Year ................................................................................................. 24 VI. CALCULATED MULTI-MODAL TRANSPORTATION IMPACT FEE ..................................... 25 Multi-Modal Transportation Impact Fee Calculation ................................................... 27 VII. IMPACT FEE REVENUE PROJECTIONS .......................................................................... 28 VIII. IMPACT FEE BENEFIT DISTRICTS.................................................................................. 30 140 DRAFT Tindale Oliver City of Bozeman December 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 141 DRAFT Tindale Oliver City of Bozeman December 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 the 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 is intended to charge new growth the proportionate share of the cost of providing additional infrastructure available for use by new growth. This cost is distributed among land uses based upon the burden placed on services from each land use (demand). 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 This report includes two sets of impact fee schedules: 142 DRAFT Tindale Oliver City of Bozeman December 2018 2 Transportation Impact Fee Update Study - Scenario #1: Calculations are based on the adopted level of service (LOS) standard, resulting in a volume to capacity (V/C) ratio of 1. - Scenario #2: Calculations reflect the congestion levels projected in 2040, resulting in a V/C ratio of 0.73. A low V/C ratio suggests less congestion and delay and better average speed/performance. Tables ES-1 and ES-2 provide a summary of the calculated fees for 1.00 and 0.73 V/C options. 143 DRAFT Tindale Oliver City of Bozeman December 2018 3 Transportation Impact Fee Update Study Table ES-1 Summary of Multi-Modal Transportation Impact Fee Rates – Scenario #1 Source: Appendix D, Table D-1 ITE LUC Land Use Unit Net Impact Fee Net IF w/5% Admin RESIDENTIAL: Single Family: 1,400 sf or less du $4,010 $4,211 Single Family: 1,401 to 1,600 sf du $4,466 $4,689 Single Family: 1,601 to 1,800 sf du $4,875 $5,119 Single Family: 1,801 to 2,000 sf du $5,220 $5,481 Single Family: 2,001 to 2,200 sf du $5,554 $5,832 Single Family: 2,201 to 2,400 sf du $5,835 $6,127 Single Family: 2,401 to 2,600 sf du $6,105 $6,410 Single Family: 2,601 to 2,800 sf du $6,362 $6,680 Single Family: 2,801 to 3,000 sf du $6,596 $6,926 Single Family: 3,001 sf or more du $6,667 $7,000 Multi-Family: 1,400 sf or less du $2,492 $2,617 Multi-Family: 1,401 to 1,600 sf du $2,779 $2,918 Multi-Family: 1,601 to 1,800 sf du $3,025 $3,176 Multi-Family: 1,801 to 2,000 sf du $3,244 $3,406 Multi-Family: 2,001 to 2,200 sf du $3,443 $3,615 Multi-Family: 2,201 to 2,400 sf du $3,621 $3,802 Multi-Family: 2,401 to 2,600 sf du $3,784 $3,973 Multi-Family: 2,601 to 2,800 sf du $3,937 $4,134 Multi-Family: 2,801 to 3,000 sf du $4,092 $4,297 Multi-Family: 3,001 sf or more du $4,133 $4,340 n/a Group Quarters person $1,475 $1,549 254 Assisted Living bed $472 $496 LODGING: 320 Lodging room $916 $962 INSTITUTIONS: 520 Elementary School 1,000 sf (gfa) $4,201 $4,411 530 Secondary School 1,000 sf (gfa) $3,031 $3,183 550 University/College student $738 $775 565 Day Care Center student $397 $417 610 Hospital 1,000 sf (gfa) $4,543 $4,770 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) $248 $260 210 220/ 221/222 144 DRAFT Tindale Oliver City of Bozeman December 2018 4 Transportation Impact Fee Update Study Table ES-2 Summary of Multi-Modal Transportation Impact Fee Rates – Scenario #2 Source: Appendix D, Table D-2 ITE LUC Land Use Unit Net Impact Fee Net IF w/5% Admin RESIDENTIAL: Single Family: 1,400 sf or less du $5,606 $5,886 Single Family: 1,401 to 1,600 sf du $6,244 $6,556 Single Family: 1,601 to 1,800 sf du $6,811 $7,152 Single Family: 1,801 to 2,000 sf du $7,297 $7,662 Single Family: 2,001 to 2,200 sf du $7,760 $8,148 Single Family: 2,201 to 2,400 sf du $8,158 $8,566 Single Family: 2,401 to 2,600 sf du $8,533 $8,960 Single Family: 2,601 to 2,800 sf du $8,892 $9,337 Single Family: 2,801 to 3,000 sf du $9,219 $9,680 Single Family: 3,001 sf or more du $9,315 $9,781 Multi-Family: 1,400 sf or less du $3,483 $3,657 Multi-Family: 1,401 to 1,600 sf du $3,883 $4,077 Multi-Family: 1,601 to 1,800 sf du $4,225 $4,436 Multi-Family: 1,801 to 2,000 sf du $4,532 $4,759 Multi-Family: 2,001 to 2,200 sf du $4,811 $5,052 Multi-Family: 2,201 to 2,400 sf du $5,061 $5,314 Multi-Family: 2,401 to 2,600 sf du $5,291 $5,556 Multi-Family: 2,601 to 2,800 sf du $5,507 $5,782 Multi-Family: 2,801 to 3,000 sf du $5,718 $6,004 Multi-Family: 3,001 sf or more du $5,775 $6,064 n/a Group Quarters person $2,065 $2,168 254 Assisted Living bed $659 $692 LODGING: 320 Lodging room $1,280 $1,344 INSTITUTIONS: 520 Elementary School 1,000 sf (gfa) $5,888 $6,182 530 Secondary School 1,000 sf (gfa) $4,247 $4,459 550 University/College student $1,029 $1,080 565 Day Care Center student $556 $584 610 Hospital 1,000 sf (gfa) $6,350 $6,668 OFFICE: 710 Office 1,000 sf (gfa) $3,302 $3,467 760 Research & Development Center 1,000 sf (gfa) $4,972 $5,221 RETAIL: 820 Retail/Restaurant 1,000 sf (gla) $9,630 $10,112 INDUSTRIAL: 110 Light Industrial 1,000 sf (gfa) $1,675 $1,759 140 Manufacturing 1,000 sf (gfa) $1,323 $1,389 150 Warehouse 1,000 sf (gfa) $589 $618 151 Mini-Warehouse 1,000 sf (gfa) $347 $364 210 220/ 221/222 145 DRAFT Tindale Oliver City of Bozeman December 2018 5 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. 146 DRAFT Tindale Oliver City of Bozeman December 2018 6 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 147 DRAFT Tindale Oliver City of Bozeman December 2018 7 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 The impact fees recommended in this report have been developed in compliance with the Montana Impact Fee Act (Montana Code Annotated (MCA) Section 7-6-1602) by demonstrating, first that the need for system improvements to be funded with impact fee revenues results from and reasonably relates to the demands of new development. Second, the impact fee program has been developed to ensure that the expenditure of impact fee revenues will be reasonably related to the benefits accruing to new development paying the impact fees. 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. All reference documents are available through the City offices. 148 DRAFT Tindale Oliver City of Bozeman December 2018 8 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 DRAFT Tindale Oliver City of Bozeman December 2018 9 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 DRAFT Tindale Oliver City of Bozeman December 2018 10 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 151 DRAFT Tindale Oliver City of Bozeman December 2018 11 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 152 DRAFT Tindale Oliver City of Bozeman December 2018 12 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. 153 DRAFT Tindale Oliver City of Bozeman December 2018 13 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 154 DRAFT Tindale Oliver City of Bozeman December 2018 14 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 155 DRAFT Tindale Oliver City of Bozeman December 2018 15 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 156 DRAFT Tindale Oliver City of Bozeman December 2018 16 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 the City may need to make 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. 157 DRAFT Tindale Oliver City of Bozeman December 2018 17 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. 158 DRAFT Tindale Oliver City of Bozeman December 2018 18 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 DRAFT Tindale Oliver City of Bozeman December 2018 19 Transportation Impact Fee Update Study Alternate V/C Scenario The calculated impact fee rate is based on the adopted LOS standard and allows degradation of the system to a citywide volume-to-capacity (V/C) ratio of 1.00. The roadway level of service is measured in terms speed of travel on a given roadway. V/C ratio reflects the number of vehicles on the road versus the number of vehicles that the road can handle based on its functional classification (arterial, collector, freeway, etc.) and design characteristics (number of lanes, signal spacing, etc.) and associated travel speed. A low V/C ratio suggests less congestion and delay and better average speed/performance. When the current conditions are better than adopted standards (current citywide V/C ratio is approximately 0.53), consumption-based impact fees do not generate sufficient revenues to maintain a transportation networks existing, achieved LOS. As long as the current achieved V/C supports it, the City may adopt a policy to calculate fees based on a better V/C ratio than the adopted standard to limit or slow the degradation of the transportation network. While Scenario #1 (shown in Table 4) calculates impact fee rates based on the adopted LOS standard and allows degradation of the system to a citywide V/C ratio of 0.53 to 1.00, Scenario #2 calculates rates for a corresponding V/C ratio of 0.73. This 0.73 V/C ratio is based on the projected LOS for the City’s 2040 transportation network. Impact fee levels and revenues generated under this scenario still cannot maintain the current conditions and result in degradation of the system (since the current V/C is 0.53), but at a slower rate than the fees calculated using the adopted LOS standard (1.00). For Scenario #2, the V/C adjustment is applied to the average PMC per lane mile figure. • PMC = 10,270 x 0.73 ≈ 7,500 Subsequent sections of this report include fee rates based on two V/C ratio scenarios: - Scenario #1 – Cost per VMC/PMC based on the LOS Standard, V/C 1.00. - Scenario #2 – Cost per VMC/PMC based on the projected 2040 achieved V/C of 0.73. 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 ranges from $319 under Scenario #1 (V/C 1.00) to $437 under Scenario #2 (V/C 0.73). 160 DRAFT Tindale Oliver City of Bozeman December 2018 20 Transportation Impact Fee Update Study 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 to $437 of transportation capacity is consumed depending on the acceptable congestion levels. 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) Scenario #1 - V/C Ratio of 1.00 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 Scenario #2 - V/C Ratio of 0.73 City Roads $3,080,000 7,485 $411.49 State Roads $3,520,000 7,495 $469.65 Weighted Average $3,278,000 7,500 $437.07 161 DRAFT Tindale Oliver City of Bozeman December 2018 21 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 (or $437) 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. 162 DRAFT Tindale Oliver City of Bozeman December 2018 22 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. 163 DRAFT Tindale Oliver City of Bozeman December 2018 23 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. ∑ ∑         = ÷ Vehicle Type Roadway Type Vehicle Type Roadway Type MPG VMT Fuel Efficiency VMT 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 $0.061 164 DRAFT Tindale Oliver City of Bozeman December 2018 24 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. 165 DRAFT Tindale Oliver City of Bozeman December 2018 25 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 multi-modal 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 single family (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 166 DRAFT Tindale Oliver City of Bozeman December 2018 26 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 single family (1,801-2,000 sq ft) land use category: • Trip Rate = the average daily trip generation rate, in vehicle-trips/day (9.61) • Assessable Trip Length = the actual average trip length for the category, in vehicle-miles (3.52) • 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 (3.52 + 0.50 = 4.02) • % 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 = cost per unit of person-miles of capacity consumed per unit of development ($319.18 or $437.07) • 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 167 DRAFT Tindale Oliver City of Bozeman December 2018 27 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 single family (1,801- 2,000 sq ft) land use category: Scenario #1 (V/C 1.00) Total Multi-Modal Cost = ([9.61 * 3.52 * 1.0] /2) * (1 – 0.199) * 1.30 * ($319.18) = $5,621 Annual Gas Tax = ([9.61 * 4.02 * 1.0] /2) * 365 * ($0.061 /18.74) = $23 Revenue Credit = $23 * 17.4131 = $401 Net Multi-Modal Transportation Impact Fee = $5,621 - $401 = $5,220 MMTIF with 5% Administrative Fee = $5,220 * (1.05) = $5,481 Scenario #2 (V/C 0.73) Total Multi-Modal Cost = ([9.61 * 3.52 * 1.0] /2) * (1 – 0.199) * 1.30 * ($437.07) = $7,698 Annual Gas Tax = ([9.61 * 4.02 * 1.0] /2) * 365 * ($0.061 /18.74) = $23 Revenue Credit = $23 * 17.4131 = $401 Net Multi-Modal Transportation Impact Fee = $7,698 - $401 = $7,297 MMTIF with 5% Administrative Fee = $7,297 * (1.05) = $7,662 168 DRAFT Tindale Oliver City of Bozeman December 2018 28 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 of impact fee revenues for planning purposes and includes a listing of committed and recommended roadway expansion improvements with costs estimated at over $180 million as well as several impact fee eligible bike, pedestrian, and intersection improvements. 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 the following. 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) $2,900,000 169 DRAFT Tindale Oliver City of Bozeman December 2018 29 Transportation Impact Fee Update Study Scenario #1 Rates (V/C 1.00) Average of $3.7 million to $5.3 million per year through 2040, or a total of $86 million to $121 million over the next 23 years. These figures are in 2018 dollars without any indexing or fee adjustments. Scenario #2 Rates (V/C 0.73) Average of $5.2 million to $7.4 million per year through 2040, or a total of $120 million to $170 million over the next 23 years. These figures are in 2018 dollars without any indexing or fee adjustments. 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. 170 DRAFT Tindale Oliver City of Bozeman December 2018 30 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. 171 DRAFT Appendix A Demand Component 172 DRAFT Tindale Oliver City of Bozeman December 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 - 173 DRAFT Tindale Oliver City of Bozeman December 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 principal outside faces of the exterior walls is not enclosed, this floor area is considered 174 DRAFT Tindale Oliver City of Bozeman December 2018 A-3 Transportation Impact Fee Update Study 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 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 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 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 Total Size 288.0 3 Average Trip Length: 3.88 Weighted Average Trip Length: 3.52 Note: 2nd study excluded from summary statistics Weighted Average Trip Generation Rate: 9.61 Land Use 210: Single Family - Detached (Bozeman) 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 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 120.0 2 Average Trip Length: 3.13 Weighted Average Trip Length: 3.10 Weighted Average Trip Generation Rate: 6.77 Land Use 220/221/222: Multi-Family; Low-, Mid-, High-Rise (Bozeman) DRAFT Tindale Oliver City of Bozeman December 2018 A-4 Transportation Impact Fee Update Study 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 174 Aug-89 134 106 12.50 7-11a/3-7p 6.30 79.0 62.21 Tindale Oliver Pinellas Co, FL 114 Oct-89 30 14 7.30 12-7p 6.20 47.0 21.27 Tindale Oliver Total Size 288 21 164 Average Trip Length: 6.25 Weighted Average Trip Length: 6.26 Weighted Percent New Trip Average: 66.3 Land Use 310: Hotel 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 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 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 Land Use 710: General Office Building (Bozeman) Location Size (1,000 sf) Date Total # DRAFT Tindale Oliver City of Bozeman December 2018 A-5 Transportation Impact Fee Update Study Location Size (1,000 sf) Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Tampa, FL - Mar-86 33 26 - - 6.00 79.0 - Kimley-Horn & Associates Palm Harbor, FL 14.6 Oct-89 104 76 33.98 9a-5p 6.30 73.0 156.27 Tindale Oliver St. Petersburg, FL - Nov-89 34 30 57.20 9a-4p 1.20 88.0 - Tindale Oliver Hernando Co, FL 58.4 May-96 390 349 28.52 9a-6p 6.47 89.5 165.09 Tindale Oliver Hernando Co, FL 28.0 May-96 202 189 49.75 9a-6p 6.06 93.8 282.64 Tindale Oliver Charlotte Co, FL 11.0 Oct-97 - 186 49.50 9a-5p 4.60 92.1 209.67 Tindale Oliver Charlotte Co, FL 28.0 Oct-97 - 186 31.00 9a-5p 3.60 81.6 91.04 Tindale Oliver Charlotte Co, FL 30.4 Oct-97 - 324 39.80 9a-5p 3.30 83.5 109.68 Tindale Oliver Citrus Co, FL 38.9 Oct-03 - 168 32.26 8-6p 6.80 97.1 213.03 Tindale Oliver Citrus Co, FL 10.0 Nov-03 - 340 40.56 8-630p 6.20 92.4 232.33 Tindale Oliver Citrus Co, FL 5.3 Dec-03 - 20 29.36 8-5p 5.25 95.2 146.78 Tindale Oliver Orange Co, FL 50.6 2009 - - 26.72 - - - - Orange County Orange Co, FL 23.5 2010 - - 16.58 - - - - Tindale Oliver Total Size 298.6 11 763 Average Trip Length: 5.07 ITE 672.0 28 Weighted Average Trip Length: 5.55 Blended total 970.6 Weighted Percent New Trip Average: 88.9 Land Use 720: Medical-Dental Office Building 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 Land Use 820: Shopping Center/Retail (Bozeman) Location Size (1,000 sf) Date Total # Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Tampa, FL - Mar-86 527 348 - - - 66.0 - Kimley-Horn & Associates Tampa, FL - Mar-86 170 - - - 1.70 - - Kimley-Horn & Associates Tampa, FL - Mar-86 354 269 - - - 76.0 - Kimley-Horn & Associates Tampa, FL - Mar-86 144 - - - 2.50 - - Kimley-Horn & Associates St. Petersburg, FL 1,192.0 Aug-89 384 298 - 11a-7p 3.60 78.0 - Tindale Oliver St. Petersburg, FL 132.3 Sep-89 400 368 77.00 10a-7p 1.80 92.0 127.51 Tindale Oliver Largo, FL 425.0 Aug-89 160 120 26.73 10a-6p 2.30 75.0 46.11 Tindale Oliver Dunedin, FL 80.5 Sep-89 276 210 81.48 9a-5p 1.40 76.0 86.69 Tindale Oliver Pinellas Park, FL 696.0 Sep-89 485 388 - 9a-6p 3.20 80.0 - Tindale Oliver DRAFT Tindale Oliver City of Bozeman December 2018 A-6 Transportation Impact Fee Update Study Figure A-1 Retail/Shopping Center (LUC 820) – Florida Curve Trip Length Regression Source: Regression analysis based on FL Studies data for LUC 820 (50,000 sq ft = 1.87) 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 using available Census and local parcel data on persons and vehicles by number of bedrooms, average trip ends per bedroom and average unit size per bedroom. First, the ACS Public-Use Microdata (PUMS) database was utilized to determine the persons, vehicles, and housing units per bedroom. PUMS data represents a sample of ACS data but is not available for all of the individual geographies available in the ACS. PUMS data is presented in Public-Use Microdata Areas (PUMAs) that are comprised of at least 100,000 people. Bozeman falls within PUMA 500 which includes Gallatin County, Sweet Grass County, Stillwater County, Carbon County, and portions of Park County. PUMS data was utilized to provide the summary of persons, vehicles, and units by bedroom. This level of detail is not available in other ACS or Census databases. However, the ACS was utilized to obtain the total persons, vehicles, and housing units for all of Bozeman, as included in Table A-2. 0.00 0.50 1.00 1.50 2.00 2.50 3.00 3.50 4.00 0 200 400 600 800 1000 1200 1400 1600 Trip Length (Miles) Square Footage 178 DRAFT Tindale Oliver City of Bozeman December 2018 A-7 Transportation Impact Fee Update Study Next, using the PUMS figures, the person-trip ends and vehicle-trip ends were calculated for each bedroom tier using the line of best fit equation for Single Family from the ITE 10th Edition Handbook. The resulting person-trip and vehicle-trip ends were combined to determine the average trip ends per bedroom tier. Using the housing unit data, the average trip ends per housing unit for each tier was calculated, as presented in Table A-2. Since the PUMS data represents a sample including areas outside of Bozeman, the total trip ends and bedroom tiers per unit data was adjusted based on the 2012-2016 5-year estimates for Bozeman. Table A-2 then incorporates the average square footage per bedroom data from the Montana Department of Revenues parcel database, providing the link between TGR and home size. Using these four data points a regression curve was created, as presented in Figure A-2. This resulting regression equation was then utilized to estimate the trip generation rate for each square footage tier included in the City’s transportation impact fee equation. These trip rates were calculated using the end-point value of each square footage tier. As shown in Table A-3, the resulting trip generation rates for single family ranged from 7.07 to 11.72. These rates were subject to one final adjustment to reflect local trip characteristics data collected within the City of Bozeman. As previous shown in Appendix A, the local studies have an average trip generation rate of approximately 9.61. Based on the median home size observed in Bozeman over the past 30 years (≈1,900 sq ft), this value was assigned to the 1,800 to 2,000 sq ft tier of the impact fee schedule. Using the relationship to this tier, all other trip generation rates were calculated. For multi-family, the same relationship between tiers was utilized to develop the trip generation rates, as shown in Table A-3. 179 DRAFT Tindale Oliver City of Bozeman December 2018 A-8 Transportation Impact Fee Update Study Table A-2 Trip Generation Rate per Bedroom – Single Family 1) Source: Persons, vehicles, and housing units data from PUMS (PUMA 500), American Community Survey 2012-2016 5-year estimates 2) Source: Trip ends calculated using the ITE 10th Edition equation for Single Family (LUC 210), trips per person (Ln (Trip Ends) = 0.89 x Ln (# of residents) + 1.72) 3) Source: Trip ends calculated using the ITE 10th Edition equation for Single Family (LUC 210), trips per vehicle (Ln (Trip Ends) = 0.99 x Ln (# of vehicles) + 1.93) 4) Average of person-trips (Item 2) and vehicle-trips (Item 3) 5) Average trip ends (Item 4) divided by housing units 6) Ratio of the trip ends/housing unit (Item 5) for each bedroom tier to the total 7) Source: Montana Department of Revenue parcel database 8) Ratio for each bedroom tier (Item 6) multiplied by the trip ends/housing unit for City of Bozeman (7.16) 9) Source: Persons, vehicles, and housing unit data from the American Community Survey 2012-2016 5-year estimates for Bozeman Bedrooms Persons (1) Trip Ends (2) Vehicles (1) Trip Ends (3) Avg. Trip Ends (4) Housing Units (1) Trip Ends/ Housing Unit (5) Ratio (6) Avg. Sq Ft per Unit (7) Adjusted TGR (8) 0-1 339 1,076 311 2,051 1,564 371 4.22 50.4% 765 3.61 2 1,312 3,590 1,332 8,659 6,125 870 7.04 84.0% 1,198 6.02 3 2,773 6,988 2,686 17,339 12,164 1,329 9.15 109.2% 1,693 7.82 4 1,498 4,039 1,420 9,225 6,632 591 11.22 133.9% 2,008 9.59 Total 5,922 15,693 5,749 37,274 26,485 3,161 8.38 - - - Bozeman (9) 41,761 78,088 30,983 195,174 136,631 19,070 7.16 - - - 180 DRAFT Tindale Oliver City of Bozeman December 2018 A-9 Transportation Impact Fee Update Study Figure A-2 Single Family - Square Footage vs. Bedrooms Regression Source: Regression based on average square feet per unit and adjusted TGR from Table A-2 Table A-3 Trip Generation Rate Tiering – Single Family and Multi-Family Adjustments 1) Source: Calculated TGR for each tier based on the regression line from Figure A-2 (TGR = 5.9498 Ln (sq ft) – 36.03. For each tier, the end point square footage was used 2) Ratio of each tier to the 1,800 to 2,000 sq ft tier. The median square foot per unit for single family units (1990+) in Bozeman falls within this range (based on Montana Department of Revenue parcel database) 3) Trip generation rate from the local single family studies (9.61) multiplied by the ratio for each tier (Item 2) 4) Trip generation rate from the local multi-family studies (6.77) multiplied by the ratio for each tier (Item 2) y = 5.9498ln(x) - 36.03 R² = 0.9838 0.00 2.00 4.00 6.00 8.00 10.00 12.00 0 500 1,000 1,500 2,000 2,500 Land Use TGR (1) Ratio to 1,800- 2,000 sf (2) TGR Adjusted Single Family (3) TGR Adjusted Multi-Family (4) Single Family: 1,400 sf or less 7.07 76.93% 7.39 5.21 Single Family: 1,401 to 1,600 sf 7.87 85.64% 8.23 5.80 Single Family: 1,601 to 1,800 sf 8.57 93.25% 8.96 6.31 Single Family: 1,801 to 2,000 sf 9.19 100.00% 9.61 6.77 Single Family: 2,001 to 2,200 sf 9.76 106.20% 10.21 7.19 Single Family: 2,201 to 2,400 sf 10.28 111.86% 10.75 7.57 Single Family: 2,401 to 2,600 sf 10.75 116.97% 11.24 7.92 Single Family: 2,601 to 2,800 sf 11.20 121.87% 11.71 8.25 Single Family: 2,801 to 3,000 sf 11.61 126.33% 12.14 8.55 Single Family: 3,001 sf or more 11.72 127.53% 12.26 8.63 181 DRAFT Appendix B Cost Component 182 DRAFT Tindale Oliver City of Bozeman December 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. 183 DRAFT Tindale Oliver City of Bozeman December 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. 184 DRAFT Tindale Oliver City of Bozeman December 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 Length Existing Lanes Future Lanes Lanes Added Lane Miles Added Cost Cost per Lane Mile Committed 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 $6,756,757 CMSN-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 $1,703,922 CMSN-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 $3,029,684 CMSN-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 $2,105,263 CMSN-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 $2,884,615 CMSN-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 $1,108,333 CMSN-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 $10,935,424 CTSM-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-6 City Cottonwood Rd and Babcock St Traffic Signal Installation Intersection - - - - - $1,435,336 - CTSM-9 State Bozeman Signal Safety Signal upgrades Intersection - - - - - $1,635,776 - CTSM-10 State Cottonwood Rd & Stucky Rd Roundabout Installation Intersection - - - - - $3,158,260 - CTSM-11 City Highland Blvd and Main St Intersection Improvement Intersection - - - - - $150,000 - CTSM-12 City Baxter Ln and Davis St Intersection Improvement Intersection - - - - - $2,500,000 - CTSM-14 City Kagy Blvd (S. 19th Ave to Wilson Ave) Intersection Improvement Intersection - - - - - $500,000 - Recommended MSN Improvements MSN-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 $2,857,143 MSN-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 $3,979,592 MSN-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 $1,098,039 MSN-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 $734,375 MSN-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 $2,659,574 MSN-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 $1,900,000 MSN-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 $2,978,723 MSN-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 $3,846,154 MSN-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 $1,400,000 MSN-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 $1,000,000 MSN-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 $1,656,920 MSN-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 $1,000,000 MSN-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 $1,655,629 MSN-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 $1,666,667 MSN-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 $2,115,385 MSN-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 $1,192,308 MSN-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 $2,916,667 MSN-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 $2,044,990 MSN-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 $1,681,957 185 DRAFT Tindale Oliver City of Bozeman December 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 Length Existing Lanes Future Lanes Lanes Added Lane Miles Added Cost Cost per Lane Mile Recommended MSN Improvements MSN-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 $3,280,374 MSN-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 $3,000,000 MSN-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 $3,095,238 MSN-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 $2,884,615 MSN-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 $1,428,571 MSN-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 $3,000,000 MSN-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 $1,764,706 MSN-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 $1,388,889 MSN-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 $1,416,667 MSN-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 $466,667 MSN-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 $1,694,915 MSN-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 $5,000,000 TSM-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 - Total 60.08 City Roads Only Lane Mile Distribution: 55% 32.97 $92,254,120 $2,798,123 State Roads Only Lane Mile Distribution: 45% 27.11 $85,420,792 $3,150,896 186 DRAFT Tindale Oliver City of Bozeman December 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. 187 DRAFT Tindale Oliver City of Bozeman December 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 Length Existing Lanes Future Lanes Lanes Added Lane Miles Added Initial Capacity Future Capacity Added Capacity VMC Added VMC Added per Lane Mile Table 4.1: Committed 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 15,000 22,500 7,500 5,550 7,500 CMSN-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 15,000 40,000 25,000 12,500 8,333 CMSN-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 15,000 22,500 7,500 3,750 7,500 CMSN-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 12,000 18,000 6,000 4,560 6,000 CMSN-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 15,000 22,500 7,500 3,900 7,500 CMSN-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 15,000 22,500 7,500 1,800 7,500 CMSN-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 15,000 22,500 7,500 6,300 7,500 Table 4.2: Recommended MSN Improvements MSN-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 15,000 30,000 15,000 15,750 7,500 MSN-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 15,000 22,500 7,500 3,675 7,500 MSN-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 0 15,000 15,000 7,650 7,500 MSN-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 0 22,500 22,500 7,200 7,500 MSN-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 30,000 40,000 10,000 4,700 5,000 MSN-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 15,000 22,500 7,500 11,250 7,500 MSN-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 15,000 22,500 7,500 10,575 7,500 MSN-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 15,000 30,000 15,000 15,600 7,500 MSN-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 15,000 40,000 25,000 12,500 8,333 MSN-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 0 22,500 22,500 22,500 7,500 MSN-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 15,000 40,000 25,000 42,750 8,333 MSN-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 0 40,000 40,000 40,000 8,000 MSN-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 15,000 40,000 25,000 37,750 8,333 MSN-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 15,000 40,000 25,000 12,500 8,333 MSN-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 15,000 22,500 7,500 3,900 7,500 MSN-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 0 40,000 40,000 10,400 8,000 MSN-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 15,000 22,500 7,500 5,400 7,500 MSN-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 15,000 40,000 25,000 40,750 8,333 MSN-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 15,000 40,000 25,000 27,250 8,333 MSN-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 15,000 22,500 7,500 8,025 7,500 MSN-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 15,000 22,500 7,500 2,400 7,500 MSN-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 12,000 18,000 6,000 3,780 6,000 MSN-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 15,000 22,500 7,500 3,900 7,500 MSN-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 0 40,000 40,000 8,400 8,000 MSN-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 15,000 22,500 7,500 3,750 7,500 DRAFT Tindale Oliver City of Bozeman December 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 189 DRAFT Tindale Oliver City of Bozeman December 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. 190 DRAFT Tindale Oliver City of Bozeman December 2018 B-9 Transportation Impact Fee Update Study Table B-3 Multi-Modal Cost per Person-Mile of Capacity Input Local Transit Source: Vehicle Capacity (1) 30 1) Source: City staff Number 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 margin Service Span (hours) (3) 12 3) Source: Assumption based on current Streamline Routes Cycles/Hour (aka Peak Vehicles) (4) 1.00 4) Headway time (Item 6) divided by 60 Cycles 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 routes Speed (mph) (7) 13 7) Source: Integrated National Transit Database Analysis System (INTDAS). 6-yr average Round Trip Length (miles) (8) 8.0 8) Source: Average trip length of current Streamline routes Cycle Time (minutes) (9) 37 9) Round trip length (Item 8) divided by speed (Item 7) multiplied by 60 Total 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 mile Shelters per Mile (14) 1 14) Source: Model assumes 1 shelter stop per mile Vehicle Cost (15) $200,000 15) Source: City staff Simple Bus Stop (16) $25 16) Source: City staff, includes signage Sheltered Bus Stop (17) $8,000 17) Source: City staff, includes signage, bench, shelter Transit Person-Miles of Capacity Calculation Capital Cost Variables 191 DRAFT Tindale Oliver City of Bozeman December 2018 B-10 Transportation Impact Fee Update Study Table B-4 Multi-Modal Transportation Impact Fee: Transit Component Model Roadway Transit Roadway Transit Source: 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 route Roadway Segment Cost (3) $52,448,000 PMC $52,448,000 PMC 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 PMC Roadway 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) individually Adjustment for Bus Blockage (7) 3.2% - 1.6% - 7) Source: 2010 Highway Capacity Manual, Equation 18-9 VMC/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 vehicle VMC/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 individually PMC Added (transit addition ONLY) (10) 1,152 1,152 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 $128,000 1 $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 DRAFT Appendix C Credit Component 193 DRAFT Tindale Oliver City of Bozeman December 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) $501,545 194 DRAFT Tindale Oliver City of Bozeman December 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 recognized 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 suggested that road impact fees are the only revenue source earmarked for capacity enhancements. 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. Given this information, the multi-modal transportation impact fee calculations do not include a County credit since all available non-impact fee revenue sources are 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 $0.038 195 DRAFT Tindale Oliver City of Bozeman December 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 $0.023 196 DRAFT Tindale Oliver City of Bozeman December 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 Total SIF036 Cottonwood (Babcock to Durston) Complete 5-lane expansion $1,278,000 $0 $0 $0 $0 $1,278,000 SIF039 Ferguson & Durston (Intersection) Install roundabout $451,244 $0 $0 $0 $0 $451,244 SIF046 Oak (New Holland to Ferguson) Complete 5-lane expansion $600,000 $0 $0 $0 $0 $600,000 SIF061 Oak & Ferguson (Intersection) Signal Installation $269,066 $0 $0 $0 $0 $269,066 SIF062 Durston (Fowler to Ferguson) Complete 3-lane expansion $0 $757,421 $0 $0 $0 $757,421 SIF074 Oak & Davis (Intersection) Install roundabout $352,302 $0 $0 $0 $0 $352,302 SIF076 Fowler Connection (Huffine to Oak) New Road Construction $0 $0 $0 $500,000 $0 $500,000 SIF080 Ferguson (Baxter to Oak) New Road Construction $666,666 $0 $0 $0 $0 $666,666 SIF104 Cottonwood & Babcock (Intersection) Signal Installation $287,067 $0 $0 $0 $0 $287,067 SIF108 S 3rd and Graf Signal Installation $0 $200,000 $0 $0 $0 $200,000 SIF109 Oak (Rouse through Cannery District) Add Turn Lane $0 $133,000 $0 $0 $0 $133,000 SIF110 Manley & Griffin (Intersection) Intersection Improvement $0 $0 $400,000 $0 $0 $400,000 SIF112 Highland & Main (Intersection) Intersection Improvement $30,000 $0 $0 $0 $0 $30,000 SIF113 Griffin (7th to Rouse) Intersection Improvement $0 $0 $2,000,000 $0 $0 $2,000,000 SIF117 Story Mill (Griffin to Bridger) Lane Addition $0 $0 $0 $225,000 $0 $225,000 SIF118 Babcock (11th Ave to 19th Ave) Lane Addition $0 $0 $0 $0 $750,000 $750,000 SIF121 Baxter & Davis (Intersection) Install roundabout $0 $0 $500,000 $0 $0 $500,000 SIF125 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) 197 DRAFT Tindale Oliver City of Bozeman December 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 Amount 03900 04490002000 NORTH 7TH AVENUE & GRIFFIN DRIVE 8/31/2000 $67,220 04900 04319006000 SIGNAL - NORTH 19TH & BAXTER 9/28/2000 $462,392 05603 04179037000 19TH & MAIN 4/5/2004 $2,266,446 16404 05094003000 HIGHLAND - KAGY TO MAIN 4/29/2004 $1,488,080 4952012000 BABCOCK TO KAGY 4918009000 S 19TH & COLLEGE 4713011000 SIGNAL-19TH & KOCH 03B11 7412003000 BAXTER LN - N 7TH TO N 19TH 11/29/2011 $197,994 04614 7426003000 COLLEGE - MAIN TO S 19TH 6/24/2014 $5,780,777 22915 8689036000 DURSTON ROAD SIDEWALK 10/6/2015 $65,875 07616 8688039000 ELEM SCHOOL BIKE PED 6/28/2016 $285,620 $19,201,181 $1,129,481 02708 9/8/2008 $8,586,776 Total (2000-2016) Average Annual Expenditures (over 17 years) 198 DRAFT Tindale Oliver City of Bozeman December 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 mpg Other Arterial Rural 317,691,000,000 45,164,000,000 362,855,000,000 88% 12% Other Rural 302,483,000,000 27,939,000,000 330,422,000,000 92% 8% Other Urban 1,553,636,000,000 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 mpg 2,340,823 miles (millions) Other Arterial Rural 14,440,500,000 7,056,875,000 21,497,375,000 124,905 gallons (millions) Other Rural 13,749,227,273 4,365,468,750 18,114,696,023 18.74 mpg Other Urban 70,619,818,182 14,673,437,500 85,293,255,682 Total 98,809,545,455 26,095,781,250 124,905,326,705 Travel Vehicle Miles of Travel (VMT) @ Percent VMT Fuel Consumed Total Mileage and Fuel 199 DRAFT Tindale Oliver City of Bozeman December 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 2017 TABLE VM-1 ALL 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 50,430 183,546 60,335 246,716 2016 Other Arterial Rural 226,036 2,633 2,116 91,655 16,371 28,794 317,691 45,164 367,605 2016 Other Rural 212,457 2,856 1,946 90,026 15,563 12,375 302,483 27,939 335,224 2016 All Rural 577,954 6,583 5,802 225,768 41,839 91,599 803,721 133,439 949,545 2016 Interstate Urban 392,838 2,939 2,542 99,523 18,555 41,991 492,361 60,546 558,388 2016 Other Urban 1,220,973 10,923 8,006 332,663 52,944 40,966 1,553,636 93,910 1,666,475 2016 All Urban 1,613,810 13,862 10,548 432,186 71,499 82,958 2,045,997 154,456 2,224,863 2016 Total Rural and Urban(5) 2,191,764 20,445 16,350 657,954 113,338 174,557 2,849,718 287,895 3,174,408 2016 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 vehicle 2016 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 5.9 22.0 6.4 17.9 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 TRUCKS SUBTOTALS ALL 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 ITEM LIGHT DUTY VEHICLES DRAFT Appendix D Multi-Modal Transportation Impact Fee Schedule 201 DRAFT Tindale Oliver City of Bozeman December 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 under two scenarios discussed previously: - Table D-1 – Scenario 1, V/C Ratio 1.00 - Table D-2 – Scenario 2, V/C Ratio 0.73 202 DRAFT Tindale Oliver City of Bozeman December 2018 D-2 Transportation Impact Fee Update Study Table D-1 Multi-Modal Transportation Impact Fee Schedule – Scenario #1 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: $319.18 Facility Life (Years): 25 Fuel Efficiency: 18.74 mpg Person-Trip Factor: 1.30 Interest Rate: 3.00% Effective Days per Year: 365 ITE LUC Land Use Unit Trip Rate Trip Rate Source Assessable Trip Length Total Trip Length Trip Length Source Percent New Trips % New Trips Source Net VMT (1) Person-Trip Factor Net PMT (2) Total Impact Cost Annual Cap. Imp. Credit Cap. Imp. Credit Net Impact Fee Net IF w/5% Admin(3) RESIDENTIAL: Single Family: 1,400 sf or less du 7.39 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 10.42 1.30 13.55 $4,323 $18 $313 $4,010 $4,211 Single Family: 1,401 to 1,600 sf du 8.23 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 11.60 1.30 15.08 $4,814 $20 $348 $4,466 $4,689 Single Family: 1,601 to 1,800 sf du 8.96 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 12.63 1.30 16.42 $5,241 $21 $366 $4,875 $5,119 Single Family: 1,801 to 2,000 sf du 9.61 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 13.55 1.30 17.62 $5,621 $23 $401 $5,220 $5,481 Single Family: 2,001 to 2,200 sf du 10.21 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 14.39 1.30 18.71 $5,972 $24 $418 $5,554 $5,832 Single Family: 2,201 to 2,400 sf du 10.75 Local Studies Tiered, App. A 3.52 4.02 DRAFT Tindale Oliver City of Bozeman December 2018 D-3 Transportation Impact Fee Update Study Table D-1 (continued) Multi-Modal Transportation Impact Fee Schedule – Scenario #1 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 4) The percent new trips for schools was estimated at 90 percent, based on Florida Studies for LUC 710, but then adjusted to 80% to provide a conservative fee rate. This adjustment reflects the nature of the elementary and middle school uses where attendees are unable to drive ITE LUC Land Use Unit Trip Rate Trip Rate Source Assessable Trip Length Total Trip Length Trip Length Source Percent New Trips % New Trips Source Net VMT (1) Person-Trip Factor Net PMT (2) Total Impact Cost Annual Cap. Imp. Credit Cap. Imp. Credit Net Impact Fee Net IF w/5% Admin(3) RESIDENTIAL: 254 Assisted Living bed 2.60 ITE 10th Edition 1.63 2.13 Same as LUC 253 (Appendix A) 72% Same as LUC 253 (Appendix A) 1.22 1.30 1.59 $507 $2 $35 $472 $496 LODGING: 320 Lodging room 3.35 ITE 10th Edition 2.30 2.80 Appendix A: LUC 320 77% Appendix A: LUC 320 2.38 1.30 3.09 $986 $4 $70 $916 $962 INSTITUTIONS: 520 Elementary School 1,000 sf (gfa) 19.52 ITE 10th Edition 1.76 2.26 50% of LUC 210 based on Transp. Modeling 80% Based on LUC 710 (FL) Adjusted(4) 11.01 1.30 14.31 $4,567 $21 $366 $4,201 $4,411 530 Secondary School 1,000 sf (gfa) 14.07 ITE 10th Edition 1.76 2.26 50% of LUC 210 based on Transp. Modeling 80% Based on LUC 710 (FL) Adjusted(4) 7.93 1.30 10.31 $3,292 $15 $261 $3,031 $3,183 550 University/College student 1.50 ITE Regression Analysis 3.52 4.02 Same as LUC 210 90% Based on LUC 710 DRAFT Tindale Oliver City of Bozeman December 2018 D-4 Transportation Impact Fee Update Study Table D-2 Multi-Modal Transportation Impact Fee Schedule – Scenario #2 Unit Cost per Lane Mile: $3,278,000 Interstate Adjustment Factor: 19.9% $$ per Gallon to Capital: $0.061 Average VMC per Lane Mile: 7,500 Cost per PMC: $437.07 Facility Life (Years): 25 Fuel Efficiency: 18.74 mpg Person-Trip Factor: 1.30 Interest Rate: 3.00% Effective Days per Year: 365 ITE LUC Land Use Unit Trip Rate Trip Rate Source Assessable Trip Length Total Trip Length Trip Length Source Percent New Trips % New Trips Source Net VMT (1) Person-Trip Factor Net PMT (2) Total Impact Cost Annual Cap. Imp. Credit Cap. Imp. Credit Net Impact Fee Net IF w/5% Admin(3) RESIDENTIAL: Single Family: 1,400 sf or less du 7.39 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 10.42 1.30 13.55 $5,919 $18 $313 $5,606 $5,886 Single Family: 1,401 to 1,600 sf du 8.23 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 11.60 1.30 15.08 $6,592 $20 $348 $6,244 $6,556 Single Family: 1,601 to 1,800 sf du 8.96 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 12.63 1.30 16.42 $7,177 $21 $366 $6,811 $7,152 Single Family: 1,801 to 2,000 sf du 9.61 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 13.55 1.30 17.62 $7,698 $23 $401 $7,297 $7,662 Single Family: 2,001 to 2,200 sf du 10.21 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 14.39 1.30 18.71 $8,178 $24 $418 $7,760 $8,148 Single Family: 2,201 to 2,400 sf du 10.75 Local Studies Tiered, App. A 3.52 4.02 DRAFT Tindale Oliver City of Bozeman December 2018 D-5 Transportation Impact Fee Update Study Table D-2 (continued) Multi-Modal Transportation Impact Fee Schedule – Scenario #2 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 4) The percent new trips for schools was estimated at 90 percent, based on Florida Studies for LUC 710, but then adjusted to 80% to provide a conservative fee rate. This adjustment reflects the nature of the elementary and middle school uses where attendees are unable to drive ITE LUC Land Use Unit Trip Rate Trip Rate Source Assessable Trip Length Total Trip Length Trip Length Source Percent New Trips % New Trips Source Net VMT (1) Person-Trip Factor Net PMT (2) Total Impact Cost Annual Cap. Imp. Credit Cap. Imp. Credit Net Impact Fee Net IF w/5% Admin(3) RESIDENTIAL: 254 Assisted Living bed 2.60 ITE 10th Edition 1.63 2.13 Same as LUC 253 (Appendix A) 72% Same as LUC 253 (Appendix A) 1.22 1.30 1.59 $694 $2 $35 $659 $692 LODGING: 320 Lodging room 3.35 ITE 10th Edition 2.30 2.80 Appendix A: LUC 320 77% Appendix A: LUC 320 2.38 1.30 3.09 $1,350 $4 $70 $1,280 $1,344 INSTITUTIONS: 520 Elementary School 1,000 sf (gfa) 19.52 ITE 10th Edition 1.76 2.26 50% of LUC 210 based on Transp. Modeling 80% Based on LUC 710 (FL) Adjusted(4) 11.01 1.30 14.31 $6,254 $21 $366 $5,888 $6,182 530 Secondary School 1,000 sf (gfa) 14.07 ITE 10th Edition 1.76 2.26 50% of LUC 210 based on Transp. Modeling 80% Based on LUC 710 (FL) Adjusted(4) 7.93 1.30 10.31 $4,508 $15 $261 $4,247 $4,459 550 University/College student 1.50 ITE Regression Analysis 3.52 4.02 Same as LUC 210 90% Based on LUC 710 Impact Fee Advisory Committee (IFAC) Tuesday, December 11th | 6:00 PM | City Hall Commission Room 121 N. Rouse Ave, 59715 A. 06:02:52 PM (00:00:09) Call meeting to order  Kristin Donald (City Staff)  Jacki McGuire  James Nickelson (Chair)  Chris Budeski  Deputy Mayor Chris Mehl (Commission Liaison)  Brian Heaston (City Staff)  Chris Saunders (City Staff)  Nilgun Kamp (Consultant)  Henry Thomas (Consultant)  Steven Tindale (Consultant) B. 06:03:14 PM (00:00:31) Changes to the Agenda C. 06:03:21 PM (00:00:38) Public Comment Please state your name and address in an audible tone of voice for the record. This is the time for individuals to comment on matters falling within the purview of the Committee. There will also be an opportunity in conjunction with each action item for comments pertaining to that item. Please limit your comments to three minutes. 06:03:33 PM (00:00:50) Kevin Thane (3432 S. 29th Ave) voiced concerns regarding the effects of impact fees on affordable housing. Thane requested that the Committee recommend to the Commission that impact fees for affordable housing be reduced. D. 06:11:19 PM (00:08:36) Minutes 1. Approval of minutes:  11-8-18 Minutes (PDF) o 11-8-18 Meeting Audio Link  11-15-18 Minutes (PDF) o 11-15-18 Meeting Audio Link 06:11:29 PM (00:08:46) MOTION to accept minutes as submitted: Chris Budeski 06:11:30 PM (00:08:47) MOTION SECONDED: Jacki McGuire 207 06:11:30 PM (00:08:47) VOTE: All in Favor – Motion Carries Unanimously G. 06:11:44 PM (00:09:01) Action Items Assistant City Manager, Anna Rosenberry, introduced Steven Tindale, Nilgun Kamp and Henry Thomas, the consultants completing Bozeman’s impact fee study update. 1. 06:13:57 PM (00:11:14) Wastewater Impact Fee Schedule Review and Recommendation & Water Impact Fee Schedule Review and Recommendation Henry Thomas with Public Resources Management Group provided a recap of the study conducted on wastewater impact fees. Thomas explained that his original proposal was to have a single fee per residential unit, but based on board discussion, the consultants looked back at the tiered structure and developed supporting data. Thomas explained the factors that went into changes to the study and the tiered fee recommendation. Thomas explained that when looking at the assets and capital improvement plan, there are higher costs on the wastewater side and lower costs on the water side than the previous calculations. 06:33:25 PM (00:30:42) Ms. Rosenberry provided some clarification regarding the two sets of numbers presented. 06:35:51 PM (00:33:08) Mr. Thomas responded to questions regarding data used in calculations for the wastewater impact fee recommendation. 06:48:20 PM (00:45:37) Board Chair, James Nickelson, asked a follow-up question regarding the public comment received from Kevin Thane about modifying impact fees for affordable housing. City Planner and Community Development Manager, Chris Saunders responded. Following, committee members continued directing questions toward Mr. Thomas, impact fee consultant. 07:03:08 PM (01:00:25) Mr. Thomas recapped the impact fees affiliated with group housing per Deputy Mayor Mehl’s request. 07:09:08 PM (01:06:25) MOTION to make a recommendation to the City Commission for approval of the wastewater impact fee schedule review: Chris Budeski (withdrawn for more discussion.) Wastewater Impact Fees: 07:09:40 PM (01:06:57) Impact Fee Advisory Committee members worked around the dais, sharing their opinions on the impact fee options for wastewater. 07:11:35 PM (01:08:52) MOTION to recommend approval to the City Commission for the revised methodology dated December 3rd, 2018 for the wastewater impact fees: Chris Budeski 07:13:29 PM (01:10:46) MOTION SECONDED: Jacki McGuire 07:13:31 PM (01:10:48) Motion Discussion 208 07:17:56 PM (01:15:13) VOTE: All in Favor – Motion Carries Water Impact Fees: 07:18:18 PM (01:15:35) MOTION to recommend approval to the City Commission for the water impact fee study with the revised methodology, draft report dated December 3rd, 2018. 07:18:43 PM (01:16:00) MOTION SECONDED: Kristin Donald 07:19:00 PM (01:16:17) VOTE: All in Favor – Motion Carries 2. 07:19:27 PM (01:16:44) Fire Impact Fee Schedule Review and Recommendation Nilgun Kamp of Tindale and Oliver introduced herself and initiated her presentation by addressing some of the concerns brought up in a previous meeting regarding affordable housing. Kamp proposed separating single family homes from multi-family homes for the fire impact fee schedule. 07:22:13 PM (01:19:30) Ms. Rosenberry referred back to the packet memo, showing actual fees in order to provide clarification for Nilgun’s presentation, explaining that the previous single fee had been separated into three separate fees under the new proposal for fire. 07:24:18 PM (01:21:35) Josh Waldo, Bozeman Fire Chief answered questions regarding the difference in fighting fires in a single family home vs. multi-family. Chief Waldo stated that the bigger the building is, the more challenging it is to handle an emergency. 07:25:37 PM (01:22:54) Consultant, Steven Tindale, stated that 90% of calls to the fire department are not directly related to a fire, but other emergencies. Mr. Tindale also stated that there is a relationship between persons per household and fire rescue services. Following, Ms. Kamp explained the data they used, in response to committee member questions. 07:30:46 PM (01:28:03) Ms. Rosenberry explained that the Impact Fee Advisory Committee is charged with forwarding a recommendation to the City Commission for a single fee structure for residential fire impact fees or whether the fees should be separated based on residential type. 07:36:06 PM (01:33:23) Committee members directed questions toward Mr. Saunders regarding impact fee management and affordable housing. 07:40:37 PM (01:37:54) MOTION to recommend approval of the fire impact fee schedule proposed in table or option #2: Chris Budeski 07:41:26 PM (01:38:43) MOTION SECONDED Jacki McGuire 07:41:35 PM (01:38:52) Motion Discussion 07:42:42 PM (01:39:59) VOTE: All in Favor – Motion Carries 209 3. 07:42:59 PM (01:40:16) Transportation Impact Fee Schedule Review and Recommendation Ms. Rosenberry, introduced the Transportation Impact Fee Schedule and provided an overview of the components included in the determination made by consultants. 07:45:02 PM (01:42:19) Ms. Kamp provided an overview of the transportation impact fee options presented. 07:50:11 PM (01:47:28) Mr. Tindale explained the level of service components of the transportation impact fee study. Following, Ms. Rosenberry and Ms. Kamp explained the committee’s fee options (tables in packet) in more depth and responded to questions from committee members. 07:59:53 PM (01:57:10) Consultants explained the comparison numbers used in calculating construction costs within the transportation impact fee study in response to committee member questions. 08:10:26 PM (02:07:43) Mr. Saunders explained provisions in Bozeman’s Unified Development Code that state that no development can take place in an intersection that doesn’t meet the city’s D standard until the intersection has reached the planned build-out. Saunders did state that they look at other ways to provide solutions to congestion at these intersections. 08:14:01 PM (02:11:18) City Staff responded to a question asking if they were satisfied with the proposed fee tiers. Following, Saunders explained that impact fees are fees for service, not considered a tax and so all schools (not only private) are responsible for impact fees. 08:17:09 PM (02:14:26) Ms. Kamp provides a brief summary so that committee members may deliberate as to which transportation impact fee schedule to choose. The group then discussed the change in curve (fees) between homes of different sizes. 08:25:36 PM (02:22:53) Ms. Rosenberry offered more detail on the graph provided in the transportation impact fee study packet. Following, the Tindale and Oliver Consultants explained which curve the consulting firm recommended based on their past experience. 08:31:07 PM (02:28:24) Committee members deliberate on how to move forward in selecting which transportation impact fee schedule to recommend for adoption to the City Commission. 08:38:21 PM (02:35:38) MOTION to recommend approval for the demand component, separating single family versus multi-family and the alternative curve using the Plums Data. 08:39:14 PM (02:36:31) MOTION SECONDED Jacki McGuire 08:39:19 PM (02:36:36) Discussion 08:40:31 PM (02:37:48) VOTE: All in Favor – Motion Carries 210 08:40:38 PM (02:37:55) Committee members discussed the vehicle to capacity ratio (V.C. ratio) and level of service as it pertains to the transportation impact fee options. 08:47:23 PM (02:44:40) Ms. Rosenberry provided a more detailed explanation of Table #5 which shows the transportation fee split into single family and multi-family dwellings based on the increased level of service component, compared to the current impact fee. Following, committee members continued deliberation. 09:12:37 PM (03:09:54) Impact Fee Committee members and consultants discussed why the impact fees are increasing at the current rate in order to maintain a specific level of service. 09:20:07 PM (03:17:24) Ms. Rosenberry recapped the options before the committee. 09:27:14 PM (03:24:31) MOTION to recommend that the commission consider the V.C. ratio of .73: Chris Budeski 09:27:33 PM (03:24:50) MOTION SECONDED: Kristin Donald 09:27:36 PM (03:24:53) Discussion 09:29:11 PM (03:26:28) VOTE: 2 for; 2 Against 09:29:37 PM (03:26:54) MOTION to recommend to the commission to accept the report for the transportation impact fee schedule. 09:30:12 PM (03:27:29) MOTION SECONDED: Jacki McGuire 09:30:18 PM (03:27:35) VOTE: All in Favor – Motion Carries 09:32:52 PM (03:30:09) Mr. Tindale spoke briefly about intersection capacity. H. 09:34:52 PM (03:32:09) FYI/Discussion 1. Annual ethics training requirements I. 09:35:46 PM (03:33:03) Adjournment For more information please contact Chris Saunders at 406-582-2260 This board generally meets as needed Committee meetings are open to all members of the public. If you have a disability and require assistance, please contact our ADA coordinator, Chuck Winn at 582-2306 (TDD 582-2301). 211 Comparison Schedule for All Impact Fee Types ‐ Examples ‐ Residential 03‐Jan‐19 Median Detached Home 2,400 sq. ft. 6,500 sq. ft. lot Existing New ‐ Transportation Scenario 1 New ‐ Transportation Scenario 2 Transportation $ 5,395.22 $ 6,127.00 $ 8,566.00 Fire $ 409.51 $ 358.20 $ 358.20 Water $ 3,117.63 $ 3,036.00 $ 3,036.00 Wastewater $ 1,697.22 $ 1,830.00 $ 1,830.00 $ 10,619.58 $ 11,351.20 $ 13,790.20 Small Detached Home 1,500 sq. ft. 4,500 sq. ft. lot Existing New ‐ Scen. #1 New ‐ Scen. #2 Transportation $ 3,692.72 $ 4,689.00 $ 6,556.00 Fire $ 244.75 $ 333.60 $ 333.60 Water $ 1,923.53 $ 2,391.00 $ 2,391.00 Wastewater $ 1,082.79 $ 1,441.00 $ 1,441.00 $ 6,943.79 $ 8,854.60 $ 10,721.60 Townhome 1,350 sq. ft. 3,000 sq. ft. lot Existing New ‐ Scen. #1 New ‐ Scen. #2 Transportation $ 3,141.14 $ 4,211.00 $ 5,886.00 Fire $ 191.02 $ 325.91 $ 325.91 Water $ 1,450.30 $ 1,881.00 $ 1,881.00 Wastewater $ 787.92 $ 1,133.00 $ 1,133.00 $ 5,570.38 $ 7,550.91 $ 9,225.91 Group Quarters 10 residents 15,246 sq. ft. lot Existing New ‐ Scen. #1 New ‐ Scen. #2 Transportation $ 24,773.37 $ 15,490.00 $ 21,680.00 Fire $ 1,850.54 $ 1,537.30 $ 1,537.30 Water $ 12,696.32 $ 26,870.00 $ 26,870.00 Wastewater $ 6,104.10 $ 16,190.00 $ 16,190.00 $ 45,424.33 $ 60,087.30 $ 66,277.30 212 Apartment Building 12 homes@ 1,000 sq. ft. each 21,408 sq. ft. lot Existing New ‐ Scen. #1 New ‐ Scen. #2 Transportation $ 37,693.72 $ 31,404.00 $ 43,884.00 Fire $ 2,292.28 $ 2,767.20 $ 2,767.20 Water $ 15,947.37 $ 22,572.00 $ 22,572.00 Wastewater $ 7,829.32 $ 13,596.00 $ 13,596.00 $ 63,762.69 $ 70,339.20 $ 82,819.20 Affordable Housing Townhome 800 sq. ft 2,500 sq. ft. lot Existing New ‐ Scen. #1 New ‐ Scen. #2 Transportation $ 3,141.14 $ 2,617.00 $ 5,886.00 Fire $ 191.02 $ 325.91 $ 325.91 Water $ 1,400.00 $ 1,881.00 $ 1,881.00 Wastewater $ 732.22 $ 1,133.00 $ 1,133.00 $ 5,464.38 $ 5,956.91 $ 9,225.91 213 Comparison Schedule for All Impact Fee Types ‐ Examples ‐ Non‐Residential 03‐Jan‐19 Offices 3/4 inch meter 30,000 sq. ft. lot 10,000 sq. ft. bldg Existing New ‐ Transportation Scenario 1 New ‐ Transportation Scenario 2 Transportation $ 39,664.76 $ 21,054.50 $ 29,469.50 Fire $ 3,760.78 $ 4,573.50 $ 4,573.50 Water $ 5,366.06 $ 4,031.00 $ 4,031.00 Wastewater $ 4,932.69 $ 2,429.00 $ 2,429.00 $ 53,724.29 $ 32,088.00 $ 40,503.00 Retail 3/4 inch meter 40,000 sq. ft. lot 12,000 sq. ft. bldg Existing New ‐ Scen. #1 New ‐ Scen. #2 Transportation $ 109,952.18 $ 73,664.40 $ 103,142.40 Fire $ 5,071.68 $ 5,119.08 $ 5,119.08 Water $ 6,363.99 $ 4,031.00 $ 4,031.00 Wastewater $ 6,046.83 $ 2,429.00 $ 2,429.00 $ 127,434.68 $ 85,243.48 $ 114,721.48 Restaurant 1.5 inch meter 25,000 sq. ft. lot 6,000 sq. ft. bldg Existing New ‐ Scen. #1 New ‐ Scen. #2 Transportation $ 54,976.09 $ 36,832.20 $ 51,571.20 Fire $ 2,535.84 $ 2,559.54 $ 2,559.54 Water $ 14,356.19 $ 13,437.00 $ 13,437.00 Wastewater $ 10,741.48 $ 8,099.00 $ 8,099.00 $ 82,609.60 $ 60,927.74 $ 75,666.74 Manufacturing 1 inch meter 45,000 sq. ft. lot 15,000 sq. ft. bldg Existing New ‐ Scen. #1 New ‐ Scen. #2 Transportation $ 20,605.52 $ 12,609.75 $ 17,709.75 Fire $ 465.62 $ 691.80 $ 691.80 Water $ 9,946.79 $ 6,418.00 $ 6,418.00 Wastewater $ 8,672.92 $ 4,049.00 $ 4,049.00 $ 39,690.85 $ 23,768.55 $ 28,868.55 214 (Florida Studies) 1.90 1.30 2.47 $1,081 $3 $52 $1,029 $1,080 565 Day Care Center student 4.09 ITE 10th Edition 0.87 1.37 FL Studies 73% FL Studies 1.04 1.30 1.35 $591 $2 $35 $556 $584 610 Hospital 1,000 sf (gfa) 10.72 ITE 10th Edition 3.52 4.02 Same as LUC 210 78% Midpoint of LUC 310 & LUC 720 11.79 1.30 15.33 $6,698 $20 $348 $6,350 $6,668 OFFICE: 710 Office 1,000 sf (gfa) 9.74 ITE 10th Edition 2.22 2.72 Appendix A: LUC 710 (Bozeman) 71% Appendix A: LUC 710 (Bozeman) 6.15 1.30 8.00 $3,494 $11 $192 $3,302 $3,467 760 Research & Development Center 1,000 sf (gfa) 11.26 ITE 10th Edition 2.31 2.81 Same as LUC 770 (Appendix A) 89% Same as LUC 770 (Appendix A) 9.27 1.30 12.05 $5,268 $17 $296 $4,972 $5,221 RETAIL: 820 Retail/Restaurant 1,000 sf (gla) 37.75 ITE 10th Edition 2.16 2.66 Appendix A: LUC 820 (Bozeman) 55% Appendix A: LUC 820 (Bozeman) 17.96 1.30 23.35 $10,205 $33 $575 $9,630 $10,112 INDUSTRIAL: 110 Light Industrial 1,000 sf (gfa) 4.96 ITE 10th Edition 2.22 2.72 Same as LUC 710 71% Same as LUC 710 3.13 1.30 4.07 $1,779 $6 $104 $1,675 $1,759 140 Manufacturing 1,000 sf (gfa) 3.93 ITE 10th Edition 2.22 2.72 Same as LUC 710 71% Same as LUC 710 2.48 1.30 3.22 $1,410 $5 $87 $1,323 $1,389 150 Warehouse 1,000 sf (gfa) 1.74 ITE 10th Edition 2.22 2.72 Same as LUC 710 71% Same as LUC 710 1.10 1.30 1.43 $624 $2 $35 $589 $618 151 Mini-Warehouse 1,000 sf (gfa) 1.49 Appendix A: LUC 151 1.51 2.01 Midpoint of LUC 710 & 820 (FL, 50k sq ft) 71% Same as LUC 710 0.64 1.30 0.83 $364 $1 $17 $347 $364 206 Appendix A: LUC 210 (Bozeman) 100% n/a 15.15 1.30 19.70 $8,611 $26 $453 $8,158 $8,566 Single Family: 2,401 to 2,600 sf du 11.24 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 15.85 1.30 20.61 $9,003 $27 $470 $8,533 $8,960 Single Family: 2,601 to 2,800 sf du 11.71 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 16.51 1.30 21.46 $9,380 $28 $488 $8,892 $9,337 Single Family: 2,801 to 3,000 sf du 12.14 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 17.11 1.30 22.24 $9,724 $29 $505 $9,219 $9,680 Single Family: 3,001 sf or more du 12.26 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 17.28 1.30 22.46 $9,820 $29 $505 $9,315 $9,781 Multi-Family: 1,400 sf or less du 5.21 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 6.47 1.30 8.41 $3,675 $11 $192 $3,483 $3,657 Multi-Family: 1,401 to 1,600 sf du 5.80 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 7.20 1.30 9.36 $4,092 $12 $209 $3,883 $4,077 Multi-Family: 1,601 to 1,800 sf du 6.31 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 7.83 1.30 10.18 $4,451 $13 $226 $4,225 $4,436 Multi-Family: 1,801 to 2,000 sf du 6.77 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 8.41 1.30 10.93 $4,776 $14 $244 $4,532 $4,759 Multi-Family: 2,001 to 2,200 sf du 7.19 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 8.93 1.30 11.61 $5,072 $15 $261 $4,811 $5,052 Multi-Family: 2,201 to 2,400 sf du 7.57 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 9.40 1.30 12.22 $5,340 $16 $279 $5,061 $5,314 Multi-Family: 2,401 to 2,600 sf du 7.92 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 9.83 1.30 12.78 $5,587 $17 $296 $5,291 $5,556 Multi-Family: 2,601 to 2,800 sf du 8.25 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 10.24 1.30 13.31 $5,820 $18 $313 $5,507 $5,782 Multi-Family: 2,801 to 3,000 sf du 8.55 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 10.62 1.30 13.81 $6,031 $18 $313 $5,718 $6,004 Multi-Family: 3,001 sf or more du 8.63 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 10.71 1.30 13.92 $6,088 $18 $313 $5,775 $6,064 n/a Group Quarters person 3.10 2012 Study 3.10 3.60 Same as LUC 220-222 100% n/a 3.85 1.30 5.01 $2,187 $7 $122 $2,065 $2,168 210 220/ 221/222 205 (Florida Studies) 1.90 1.30 2.47 $790 $3 $52 $738 $775 565 Day Care Center student 4.09 ITE 10th Edition 0.87 1.37 FL Studies 73% FL Studies 1.04 1.30 1.35 $432 $2 $35 $397 $417 610 Hospital 1,000 sf (gfa) 10.72 ITE 10th Edition 3.52 4.02 Same as LUC 210 78% Midpoint of LUC 310 & LUC 720 11.79 1.30 15.33 $4,891 $20 $348 $4,543 $4,770 OFFICE: 710 Office 1,000 sf (gfa) 9.74 ITE 10th Edition 2.22 2.72 Appendix A: LUC 710 (Bozeman) 71% Appendix A: LUC 710 (Bozeman) 6.15 1.30 8.00 $2,551 $11 $192 $2,359 $2,477 760 Research & Development Center 1,000 sf (gfa) 11.26 ITE 10th Edition 2.31 2.81 Same as LUC 770 (Appendix A) 89% Same as LUC 770 (Appendix A) 9.27 1.30 12.05 $3,847 $17 $296 $3,551 $3,729 RETAIL: 820 Retail/Restaurant 1,000 sf (gla) 37.75 ITE 10th Edition 2.16 2.66 Appendix A: LUC 820 (Bozeman) 55% Appendix A: LUC 820 (Bozeman) 17.96 1.30 23.35 $7,453 $33 $575 $6,878 $7,222 INDUSTRIAL: 110 Light Industrial 1,000 sf (gfa) 4.96 ITE 10th Edition 2.22 2.72 Same as LUC 710 71% Same as LUC 710 3.13 1.30 4.07 $1,299 $6 $104 $1,195 $1,255 140 Manufacturing 1,000 sf (gfa) 3.93 ITE 10th Edition 2.22 2.72 Same as LUC 710 71% Same as LUC 710 2.48 1.30 3.22 $1,029 $5 $87 $942 $989 150 Warehouse 1,000 sf (gfa) 1.74 ITE 10th Edition 2.22 2.72 Same as LUC 710 71% Same as LUC 710 1.10 1.30 1.43 $456 $2 $35 $421 $442 151 Mini-Warehouse 1,000 sf (gfa) 1.49 Appendix A: LUC 151 1.51 2.01 Midpoint of LUC 710 & 820 (FL, 50k sq ft) 71% Same as LUC 710 0.64 1.30 0.83 $265 $1 $17 $248 $260 204 Appendix A: LUC 210 (Bozeman) 100% n/a 15.15 1.30 19.70 $6,288 $26 $453 $5,835 $6,127 Single Family: 2,401 to 2,600 sf du 11.24 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 15.85 1.30 20.61 $6,575 $27 $470 $6,105 $6,410 Single Family: 2,601 to 2,800 sf du 11.71 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 16.51 1.30 21.46 $6,850 $28 $488 $6,362 $6,680 Single Family: 2,801 to 3,000 sf du 12.14 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 17.11 1.30 22.24 $7,101 $29 $505 $6,596 $6,926 Single Family: 3,001 sf or more du 12.26 Local Studies Tiered, App. A 3.52 4.02 Appendix A: LUC 210 (Bozeman) 100% n/a 17.28 1.30 22.46 $7,172 $29 $505 $6,667 $7,000 Multi-Family: 1,400 sf or less du 5.21 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 6.47 1.30 8.41 $2,684 $11 $192 $2,492 $2,617 Multi-Family: 1,401 to 1,600 sf du 5.80 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 7.20 1.30 9.36 $2,988 $12 $209 $2,779 $2,918 Multi-Family: 1,601 to 1,800 sf du 6.31 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 7.83 1.30 10.18 $3,251 $13 $226 $3,025 $3,176 Multi-Family: 1,801 to 2,000 sf du 6.77 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 8.41 1.30 10.93 $3,488 $14 $244 $3,244 $3,406 Multi-Family: 2,001 to 2,200 sf du 7.19 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 8.93 1.30 11.61 $3,704 $15 $261 $3,443 $3,615 Multi-Family: 2,201 to 2,400 sf du 7.57 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 9.40 1.30 12.22 $3,900 $16 $279 $3,621 $3,802 Multi-Family: 2,401 to 2,600 sf du 7.92 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 9.83 1.30 12.78 $4,080 $17 $296 $3,784 $3,973 Multi-Family: 2,601 to 2,800 sf du 8.25 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 10.24 1.30 13.31 $4,250 $18 $313 $3,937 $4,134 Multi-Family: 2,801 to 3,000 sf du 8.55 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 10.62 1.30 13.81 $4,405 $18 $313 $4,092 $4,297 Multi-Family: 3,001 sf or more du 8.63 Local Studies Tiered, App. A 3.10 3.60 Appendix A: LUC 220-222 (Bozeman) 100% n/a 10.71 1.30 13.92 $4,446 $18 $313 $4,133 $4,340 n/a Group Quarters person 3.10 2012 Study 3.10 3.60 Same as LUC 220-222 100% n/a 3.85 1.30 5.01 $1,597 $7 $122 $1,475 $1,549 210 220/ 221/222 203 SHORT WB(2) MOTOR- CYCLES BUSES LIGHT DUTY VEHICLES LONG WB(2) 200 (19) 20% 80% 19) Source: Estimate based on mix of Committed and Recommended Master Plan improvements Weighted 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 additions 2.04% 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: Item New Road Construction Lane Addtions Roadway 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) 192 MSN-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 15,000 22,500 7,500 6,375 7,500 MSN-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 15,000 22,500 7,500 8,100 7,500 MSN-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 22,500 40,000 17,500 4,725 8,750 MSN-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 15,000 40,000 25,000 6,250 8,333 MSN-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 15,000 40,000 25,000 44,250 8,333 MSN-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 15,000 22,500 7,500 3,750 7,500 Total 60.08 474,165 7,892 188 Seminole, FL 425.0 Oct-89 674 586 - - - 87.0 - Tindale Oliver Hillsborough Co, FL 134.0 Jul-91 - - - - 1.30 74.0 - Tindale Oliver Hillsborough Co, FL 151.0 Jul-91 - - - - 1.30 73.0 - Tindale Oliver Collier Co, FL - Aug-91 68 64 - - 3.33 94.1 - Tindale Oliver Collier Co, FL - Aug-91 208 154 - - 2.64 74.0 - Tindale Oliver Sarasota/Bradenton, FL 109.0 Sep-92 300 185 - 12a-6p - 61.6 - King Engineering Associates, Inc. Ocala, FL 133.4 Sep-92 300 192 - 12a-6p - 64.0 - King Engineering Associates, Inc. Gwinnett Co, GA 99.1 Dec-92 - - 46.00 - 3.20 70.0 103.04 Street Smarts Gwinnett Co, GA 314.7 Dec-92 - - 27.00 - 8.50 84.0 192.78 Street Smarts Sarasota Co, FL 110.0 Jun-93 58 58 122.14 - 3.20 - - Sarasota County Sarasota Co, FL 146.1 Jun-93 65 65 51.53 - 2.80 - - Sarasota County Sarasota Co, FL 157.5 Jun-93 57 57 79.79 - 3.40 - - Sarasota County Sarasota Co, FL 191.0 Jun-93 62 62 66.79 - 5.90 - - Sarasota County Hernando Co, FL 107.8 May-96 608 331 77.60 9a-6p 4.68 54.5 197.85 Tindale Oliver Charlotte Co, FL 88.0 Oct-97 - - 73.50 9a-5p 1.80 57.1 75.56 Tindale Oliver Charlotte Co, FL 191.9 Oct-97 - - 72.00 9a-5p 2.40 50.9 87.97 Tindale Oliver Charlotte Co, FL 51.3 Oct-97 - - 43.00 9a-5p 2.70 51.8 60.08 Tindale Oliver Lake Co, FL 67.8 Apr-01 246 177 102.60 - 3.40 71.2 248.37 Tindale Oliver Lake Co, FL 72.3 Apr-01 444 376 65.30 - 4.50 59.0 173.37 Tindale Oliver Pasco Co, FL 65.6 Apr-02 222 - 145.64 9a-5p 1.46 46.9 99.62 Tindale Oliver Pasco Co, FL 75.8 Apr-02 134 - 38.23 9a-5p 2.36 58.2 52.52 Tindale Oliver Citrus Co, FL 185.0 Oct-03 - 784 55.84 8a-6p 2.40 88.1 118.05 Tindale Oliver Citrus Co, FL 91.3 Nov-03 - 390 54.50 8a-6p 1.60 88.0 76.77 Tindale Oliver Land Use 820: Shopping Center 177 Interviews # Trip Length Interviews Trip Gen Rate Time Period Trip Length Percent New Trips VMT Source Sarasota Co, FL 14.3 Jun-93 14 14 46.85 - 11.30 - 529.41 Sarasota County Gwinnett Co, GA 98.0 Dec-92 - - 4.30 - 5.40 - - Street Smarts Gwinnett Co, GA 180.0 Dec-92 - - 3.60 - 5.90 - - Street Smarts Pinellas Co, FL 187.0 Oct-89 431 388 18.49 7a-5p 6.30 90.0 104.84 Tindale Oliver St. Petersburg, FL 262.8 Sep-89 291 274 - 7a-5p 3.40 94.0 - Tindale Oliver Total Size 742.1 5 Average Trip Length: 6.46 Weighted Average Trip Length: 5.15 Bozeman Adjusted Trip Length (≈43%): 2.22 Weighted Percent New Trip Average: 92.3 Land Use 710: General Office Building (Florida) 176 175 Weighted Average VMC/PMCAdded per Lane Mile(3) 7,900 1.30 10,270 159 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 150 (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; 149