HomeMy WebLinkAbout01-14-19 City Commission Packet Materials - A3. Fire EMS Impact Fee Study Presentation - SUPPLEMENTAL MATERIALS (2)City of Bozeman
Fire/EMS & Transportation Impact
Fee Update Study
JANUARY 14, 2018
1
Presentation Overview
2
1
Fire/EMS
Background/Purpose
3 Multi-Modal Transportation
2
4 Next Steps
• Last technical study update in 2012
• Consumption-based methodology
Charges growth for the value of capacity consumed
• Compliance with Montana Impact Fee Act
3
Background/Purpose
Impact Fee Update Definition:
One-time capital charge to new development
Covers the cost of new capital facility capacity
Implements CIP
4
Background/Purpose
Montana Impact Fee Act (Section 7-6-1602 MCA)
Fee reasonably related to development’s share of cost
Documentation of need for public facilities
Consideration of development’s contribution through other revenue sources
Cannot correct deficiencies / LOS
Fee amount cannot include operational/maintenance costs
5
Background/Purpose
Impact Fee Components:
• Inventory
• Service Area and Population
• Level of Service
• Cost Component
• Credit Component
• Demand Component
• Calculated Fee
• Fee Comparison
• Future Demand Analysis and Revenue Estimates
6
Background/Purpose
Presentation Overview
2
1
Fire/EMS
Background/Purpose
3 Multi-Modal Transportation
7
4 Next Steps
8
Fire/EMS
Basic Impact Fee Formula:
Net Impact Fee =
(Cost – Credit) x Demand
Cost to Add
Capacity
Non-Impact Fee
Revenue from
Future
Development
Persons per
Housing Unit/
Calls per Unit
9
Fire/EMS
Inventory
3 fire/EMS stations
26,100 sf
1.6 acres of land
Unit Costs:
Buildings: $350 per square foot
Land: $200,000 per acre
10
Fire/EMS
Inventory
Includes equipment and vehicles
17 vehicles (Ambulance, Fire Engine, Brush Truck, etc.)
Total Vehicle and Equipment Value = $3.9 M
11
Fire/EMS
Service Area and Population
Fire/EMS services are provided citywide
Fee calculations utilize both population and call data
2018 Population:
Permanent - 43,687
Weighted Seasonal - 44,041
12
Fire/EMS
Level of Service
Variable Figure
2018 Weighted Seasonal Population 44,041
Number of Stations 3
Population per Station 14,680
Current LOS (Stations per 1,000 Population) 0.068
13
Fire/EMS
Level of Service Comparison
Jurisdiction Stations SA –
Population*
Population
per Station LOS
Butte-Silver Bow City-County 2 33,708 16,854 0.059
City of Billings 7 109,089 15,584 0.064
City of Great Falls 4 59,479 14,870 0.067
City of Helena 2 30,102 15,051 0.066
City of Missoula 5 70,117 14,023 0.071
City of Bozeman 3 41,761 13,920 0.072
City of Kalispell 2 21,619 10,810 0.093
* Source: 2016 ACS, 5-Yr. Estimates – Represents permanent population
14
Fire/EMS
Cost Component
Variable Figure % of Total
Building Value $9.12 M 68.4%
Land Value $0.31 M 2.3%
Vehicle/Equipment Value $3.92 M 29.3%
Total Value ≈ $13.4 M 100.0%
Avg. Annual Calls (2012-16)* 3,649 -
Total Impact Cost per Call ≈ $3,660 -
* Represents the average annual number of calls between 2012 and 2016, excluding calls to fire and
police stations, jails, and calls to outside of the City of Bozeman
15
Fire/EMS
Credit Component
Review of historical and programmed capital expenditures
Impact fees have been used for capacity projects historically (past 5-
years) and no programmed capacity projects (next 5-years)
No outstanding debt service
No credit provided
16
Fire/EMS
Demand Component
Residential (PPH) and non-residential (calls per square foot)
Average annual calls by land use between 2012 and 2016
Excludes calls to fire and police stations, jails, and calls outside Bozeman
Calls not assigned to a land use were redistributed based on the
distribution of calls to assigned land use
Montana Department of Revenue property data used for units
17
Fire/EMS
Demand Component
Property Type Demand
Unit
Avg.
Annual
Calls
(2012-16)*
% Dist. Demand
Units
Calls per
Unit
Residential Persons 1,747 47.9% 44,041 0.040
Industrial 1,000 gsf 28 0.8% 2,333 0.012
Retail, Accommodation and Food Services 1,000 gsf 610 16.7% 5,491 0.111
Health Care and Social Assistance 1,000 gsf 690 18.9% 1,447 0.477
All Other Services 1,000 gsf 574 15.7% 4,810 0.119
Total - 3,649 100.0% - -
* Includes re-distribution of calls to unknown property types (915 calls to streets, highways, construction sites, etc.)
18
Fire/EMS
Calculated Impact Fee (Net Impact Cost)
Impact Cost per Call: $3,660 (Utilized for non-residential)
Residential Calls per Person: 0.040
Residential Impact Cost per Person: $146
19
Fire/EMS
Residential Split
Separate Fees for “Single Family” and “Multi-Family”
Tiered by size of home
Persons per housing unit (PPH) by home size estimates based on:
o American Housing Survey (national data)
o 2016 American Community Survey data for Bozeman
20
Fire/EMS
Calculated Impact Fee
Single Family PPH Impact Fee (du)
(w/ Admin. Fee)
1,400 sf or less 2.12 $326
1,401 to 1,600 sf 2.17 $334
1,601 to 1,800 sf 2.21 $340
1,801 to 2,000 sf 2.25 $346
2,001 to 2,200 sf 2.29 $352
2,201 to 2,400 sf 2.33 $358
2,401 to 2,600 sf 2.38 $366
2,601 to 2,800 sf 2.42 $372
2,801 to 3,000 sf 2.47 $380
3,001 sf or more 2.59 $398
Multi-Family PPH Impact Fee (du)
(w/ Admin. Fee)
1,400 sf or less 1.50 $231
1,401 to 1,600 sf 1.54 $237
1,601 to 1,800 sf 1.57 $241
1,801 to 2,000 sf 1.60 $246
2,001 to 2,200 sf 1.62 $249
2,201 to 2,400 sf 1.66 $255
2,401 to 2,600 sf 1.69 $260
2,601 to 2,800 sf 1.72 $264
2,801 to 3,000 sf 1.75 $269
3,001 sf or more 1.84 $283
21
Fire/EMS
Calculated Impact Fee (All Uses)
Property Type Unit PPH Calls per
Unit
Total Impact
Fee
Total Impact Fee
(w/ Admin. Fee)
Residential:
Single Family: 1,801 to 2,000 sf Du 2.25 n/a $329 $346
Multi-Family: 1,801 to 2,000 sf Du 1.60 n/a $234 $246
Mobile Home Du 1.98 n/a $290 $304
Group Quarters person n/a 0.040 $146 $154
Non-Residential:
Industrial 1,000 gsf n/a 0.012 $44 $46
Retail, Accommodation and Food Services 1,000 gsf n/a 0.111 $406 $427
Health Care and Social Assistance 1,000 gsf n/a 0.477 $1,746 $1,833
All Other Services 1,000 gsf n/a 0.119 $436 $457
Impact Fee Comparison
22
Fire/EMS
Land Use Unit City of
Bozeman
City of
Bozeman
City of
Belgrade
City of
Kalispell
City of
Livingston
City of
Missoula*
Study Year - 2018 2012 2007 2015 2006 2002
Adoption % - 100% 100% 55% 45% 100% N/A
Population (2016) 41,761 41,761 7,874 21,619 7,210 70,117
Single Family (2k sf) Du $346 $326 $529 $483 $155 $114
Industrial 1,000 sf $46 $30 $69 $350 $26 $108
Office 1,000 sf $457 $365 $122 $350 $84 $189
Retail 1,000 sf $427 $411 $404 $350 $84 $134
* Fees shown for office and retail are for the smallest available tier.
Note: All fees shown include 5% administration fee.
23
Fire/EMS
Future Demand Analysis and Revenue Estimates
Variable Figure
2018 Bozeman Population 44,041
2040 Bozeman Population 72,320
Residents Added 28,279
Total Asset Value (Current) $13.4 M
Current Value per Resident ≈ $303
Value of Additional Assets Needed (2040 Demand) ≈ $8.6 M
Note: Fire & EMS Master Plan suggests need for a new station within the next 5 to 10 years
24
Fire/EMS
Future Demand Analysis and Revenue Estimates
Variable Fire/EMS Impact Fee
Revenue
Historical Impact Fee Revenues
- Average 2006-16 (per year) $288,150
- Average 2012-16 (per year) $358,100
Estimated Revenue (2018 Dollars)*
- Annual $290 K to $410 K
- Total Through 2040 $6.7 M to $9.5 M
* Based on review of recent permitting activity and population growth along with calculated impact fee levels
Presentation Overview
2
1
Fire/EMS
Background/Purpose
3 Multi-Modal Transportation
25
4 Next Steps
26
Transportation
Transportation Impact Fee Variables:
Demand Component
Trip generation rate, trip length, % new trips
Cost Component
Multi-Modal: Roadways, transit infrastructure, sidewalks, bike lanes, person-miles
Credit Component
Multi-Modal: Non-impact fee funding for transit/bike/pedestrian & roadways
27
Transportation
Basic Impact Fee Formula:
Net Impact Fee =
(Cost – Credit) x Demand
Cost to Add
Capacity
Non-Impact Fee
Revenue from
Future
Development
Vehicle/Person-
Miles of Travel
28
Transportation
Total Impact
Cost ≈$5,600
17.5 person-miles
of daily travel
Capacity
≈10,300
Person-miles of
capacity ≈$320
Total Credit ≈$400
Fee ≈$5,200
÷ =
= X
One Lane Mile
≈$3.3 M
29
Transportation
Demand Component
Sources:
National ITE Reference
Local trip characteristics studies
Tindale Oliver TCS database
Bozeman Transportation Model
Demand Calculation:
Trip Generation Rate x Trip Length x % New Trips
30
Transportation
Demand Component
Split Single Family and Multi-
Family Land Uses
Residential tiering based on:
ITE 10th
Edition
American Community Survey (ACS)
o Public-use Microdata (PUMS)
Tier Single Family Multi-Family
1,400 sf or less 7.39 5.21
1,401 to 1,600 sf 8.23 5.80
1,601 to 1,800 sf 8.96 6.31
1,801 to 2,000 sf 9.61 6.77
2,001 to 2,200 sf 10.21 7.19
2,201 to 2,400 sf 10.75 7.57
2,401 to 2,600 sf 11.24 7.92
2,601 to 2,800 sf 11.71 8.25
2,801 to 3,000 sf 12.14 8.55
3,001 sf or more 12.26 8.63
31
Transportation
Demand per Units of Development
Trip Generation Rate = Number per day
Trip Length = Travel A to B
% New Trips = Accounts for trips already on the roadway
Interstate Adjustment Factor = Accounts for travel using limited access facilities
Trip Length Adjustment Factor = Adapts national data for local use
Vehicle-Trip to Person-Trip Factor = Converts VMC to PMC
32
Transportation
Single Family Example (2,000 sq ft):
Trip Generation Rate = 9.61
Trip Length = 3.52
% New Trips = 100%
Interstate Adjustment Factor = 19.9%
Trip Length Adjustment Factor = 0%
Vehicle-Trip to Person-Trip Factor = 1.30
(9.61 * 3.52 * 100% / 2) * (1 - 0.199) * 1.30 ≈ 17.62
33
Transportation
Trip Exchange Districts
Downtown: 29% reduction in demand
University: 25% to 62% reduction in demand
Downtown TED
University TED
34
Transportation
Cost Component
Transportation Master Plan – Construction Cost
City road improvements ≈ $2.8 million per lane mile
State road improvements ≈ $3.2 million per lane mile
Right-of-Way
Estimated at 10% of construction
35
Transportation
Estimated Cost per Lane Mile
Phase City Roads State Roads City & State
Roads
Right-of-Way (≈10%) $280,000 $320,000 $298,000
Construction $2,800,000 $3,200,000 $2,980,000
Total $3,080,000 $3,520,000 $3,278,000
Lane Mile Distribution* 55% 45% -
*Based on the 2017 TMP
36
Transportation
Average Capacity per Lane Mile
*Based on the NHTS
Item Lane Mile
Added
Vehicle-Miles
of Capacity
Added
VMC/PMC
added per
Lane Mile
City Roads 32.97 260,040 7,887
State Roads 27.11 214,125 7,898
Avg. VMC added per Lane Mile 7,900
Vehicle-Trip to Person-Trip Factor* 1.30
Avg. PMC added per Lane Mile 10,270
37
Transportation
Level of Service Variation
Roadway LOS measured in terms of speed of travel/congestion levels
Adopted LOS Standard D:
o results in V/C = 1 (average of 13 to 17 mph)
Bozeman’s Achieved LOS (V/C):
Current V/C = 0.53 (average of 35 mph)
2040 Projected V/C = 0.73 (average of 22 mph)
38
Transportation
Alternate V/C Scenario
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
20%
0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1.0 1.1 1.2 1.3 1.4
Current VMT Distribution
Current, 0.53 Adopted Standard, 1.00
>=35 mph >=28 mph >mph=22 mph >mph=17 >=13 <13 mph
39
Transportation
Alternate V/C Scenario
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
20%
0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1.0 1.1 1.2 1.3 1.4
2040 VMT Distribution
Future, 0.73 Adopted Standard, 1.00
>=35 mph >=28 mph >mph=22 mph >mph=17 >=13 <13 mph
40
Transportation
Alternate V/C Scenario
Option to slow degradation
Assess impact fee at a higher LOS than the adopted standard (1.00)
Adjust capacity to V/C of 0.73
Capacity ≈ 10,270 * 0.73 ≈ 7,500
41
Transportation
Cost Component
Cost per Lane Mile ≈ $3,278,000 million per lane mile
Capacity
Scenario #1 ≈ 10,270 person-miles of capacity
Scenario #2 ≈ 7,500 person-miles of capacity
Cost per PMC
Scenario #1 ≈ $319
Scenario #2 ≈ $417
42
Transportation
Credit Component:
$.01 penny
1 CENT
GAS TAX
PER GALLON
43
Transportation
Equivalent Pennies of Capital Improvement Credit
Credit Avg. Annual
Expenditures
Value per
Penny
Equivalent
Pennies per
Gallon
City Revenues $1,899,953 $501,545 $0.038
State Revenues $1,129,481 $501,545 $0.023
Total $3,029,434 $0.061
44
Transportation
Single Family Example (2,000 sq ft), Scenario #1:
Net PMT = 17.62
Cost per PMC = $319.18
Total Impact Cost = $5,621
Revenue Credit = $401
Calculated Impact Fee Rate = $5,220
MMTIF with 5% Admin Fee = $5,481
Net Impact Fee =
(Cost – Credit) x Demand
45
Transportation
Calculated Impact Fee – Residential Tiering
Single Family TGR
Impact Fee (du)
(w/ Admin. Fee)
V/C 1.00
Impact Fee (du)
(w/ Admin. Fee)
V/C 0.73
1,400 sf or less 7.39 $4,211 $5,886
1,401 to 1,600 sf 8.23 $4,689 $6,556
1,601 to 1,800 sf 8.96 $5,119 $7,152
1,801 to 2,000 sf 9.61 $5,481 $7,662
2,001 to 2,200 sf 10.21 $5,832 $8,148
2,201 to 2,400 sf 10.75 $6,127 $8,566
2,401 to 2,600 sf 11.24 $6,410 $8,960
2,601 to 2,800 sf 11.71 $6,680 $9,337
2,801 to 3,000 sf 12.14 $6,926 $9,680
3,001 sf or more 12.26 $7,000 $9,781
Multi-Family TGR
Impact Fee (du)
(w/ Admin. Fee)
V/C 1.00
Impact Fee (du)
(w/ Admin. Fee)
V/C 0.73
1,400 sf or less 5.21 $2,617 $3,657
1,401 to 1,600 sf 5.80 $2,918 $4,077
1,601 to 1,800 sf 6.31 $3,176 $4,436
1,801 to 2,000 sf 6.77 $3,406 $4,759
2,001 to 2,200 sf 7.19 $3,615 $5,052
2,201 to 2,400 sf 7.57 $3,802 $5,314
2,401 to 2,600 sf 7.92 $3,973 $5,556
2,601 to 2,800 sf 8.25 $4,134 $5,782
2,801 to 3,000 sf 8.55 $4,297 $6,004
3,001 sf or more 8.63 $4,340 $6,064
Impact Fee Comparison
46
Transportation
Land Use Unit
City of
Bozeman
Sc. 1
City of
Bozeman
Sc. 2
City of
Bozeman
City of
Belgrade
City of
Livingston
City of
Missoula*
Study Year - 2018 2018 2012 2007 2006 2007
Adoption % - 100% 100% 100% 55% - 47%
Population (2016) 41,761 41,761 41,761 7,874 7,210 70,117
Single Family (2k sf) Du $5,481 $7,662 $4,497 $2,227 $601 $1,209
Multi-Family (2k sf) Du $3,406 $4,759 $4,497 $1,363 $601 $733
Industrial 1,000 sf $1,255 $1,759 $2,866 $803 $437 $550
Office 1,000 sf $2,477 $3,467 $4,535 $1,536 $1,393 $1,447
Retail 1,000 sf $7,222 $10,112 $10,476 $4,008 $1,393 $3,205
* Fees shown for office and retail are for the smallest available tier.
Note: All fees shown include 5% administration fee.
47
Transportation
Future Demand Analysis and Revenue Estimates
Variable Road IF Revenue
Historical Roadway Impact Fee Revenue
- Average 2006-16 (per year) $2.5 M
- Average 2012-16 (per year) $3.4 M
Estimated Revenue (2018 Dollars)* Scenario #1
- Annual $3.7 to $5.3 M
- Total Through 2040 $86 M to $121 M
Estimated Revenue (2018 Dollars)* Scenario #2
- Annual $5.2 to $7.4 M
- Total Through 2040 $120 M to $170 M
* Based on review of recent permitting activity and
population growth along with calculated impact fee levels
The City’s Transportation
Master Plan identifies over
$180 million of roadway
expansion and intersection
improvement projects.
Presentation Overview
2
1
Fire/EMS
Background/Purpose
3 Multi-Modal Transportation
48
4 Next Steps
• City Commission Input/Direction
• Final Report
• Implementation Process
49
Next Steps
Thank You!
50
Questions