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007-21 - Ordinance - Transportation Impact Fees Amending POMC 20.182 ORDINANCE NO. 007-21 AN ORDINANCE OF THE CITY OF PORT ORCHARD, WASHINGTON, REGARDING TRANSPORTATION IMPACT FEES; AMENDING SECTION 20.182.060 OF THE PORT ORCHARD MUNICIPAL CODE TO ADOPT A NEW TRANSPORTATION IMPACT FEE SCHEDULE, CLARIFYING ADOPTION PROCEDURES AND INDEXING TRANSPORTATION IMPACT FEES TO CPI-U; ADDING A NEW SECTION 20.182.125 TO THE PORT ORCHARD MUNICIPAL CODE TO DESIGNATE THE CITY’S 6 YEAR/20 YEAR TRANSPORTATION IMPROVEMENT PLAN AS THE CAPITAL FACILITIES PLAN FOR TRANSPORTATION; PROVIDING FOR SEVERABILITY AND CORRECTIONS; AND ESTABLISHING AN EFFECTIVE DATE. WHEREAS, the State of Washington Growth Management Act, Chapter 36.70A RCW and related sections (“GMA”) requires the City to adopt a Comprehensive Plan that provides adequate public facilities to serve development; and WHEREAS, counties, cities, and towns that are required or choose to plan under RCW 36.70A.040 are authorized to impose impact fees on development activity as part of the financing for public facilities, provided that the financing or system improvements to serve new development must provide for a balance between impact fees and other sources of public funds and cannot rely solely on impact fees; and WHEREAS, RCW 82.02.050 -.110 and WAC 365-196-850 authorize counties, cities, and towns planning under the Growth Management Act (GMA) to impose impact fees for public streets and roads, publicly owned parks, open space, and recreation facilities, and school facilities, and fire protection facilities; and WHEREAS, the City of Port Orchard has adopted transportation, school, and park impact fees, as codified in subsection 20.182.060 of the Port Orchard Municipal Code (POMC) and Appendices A-C in Exhibit 1 of Ordinance 019-17; and WHEREAS, the City Council finds that new development activity in the City of Port Orchard will create additional demand and need for public facilities; and WHEREAS, the City of Port Orchard has previously adopted a transportation impact fee program pursuant to the authority provided in Chapter 82.02 RCW; and WHEREAS, in 2015 the City’s current transportation impact fee rate was established at $2,552 per new PM peak hour trip, with a separate impact fee rate of $560 per new PM peak hour trip applied to growth in the McCormick Woods PUD; and Ordinance No. 007-21 Page 2 of 37 WHEREAS, this year the City Council adopted the City’s 6 Year/20 Year Transportation Improvement Plan (TIP) as part of the City’s Comprehensive Plan (Ordinance 015-20); and WHEREAS, the City Council desires to adopt an updated transportation impact fee schedule to ensure that all projects on the current TIP receive appropriate impact fee funding per RCW Section 82.02.050; and WHEREAS, the City Council deems it in the best interests of the city of Port Orchard to formally designate the TIP as the “capital facilities plan” for the purpose of identifying the proposed transportation improvements reasonable and necessary to meet the future development needs of the service area consistent with the city’s level of service policy, as required by RCW 82.02.050; and WHEREAS, the City contracted with Transportation Solutions, Inc. to prepare an updated transportation impact fee rate study and recommended impact fee rate, which was provided to the City in December 2020 (Exhibit A); and WHEREAS, the City has prepared an updated transportation impact fee schedule based on the findings and recommendations of the study prepared by Transportation Solutions, Inc., and WHEREAS, on January 19, 2021, the City Council held a study session on the updated transportation impact fee schedule; and WHEREAS, on February 9, 2021, at its regular meeting the City Council held a public hearing on this ordinance, considered the updated transportation impact fee schedule and the public testimony, and reviewed the ordinance proposed for its adoption; and WHEREAS, the transportation, parks and school impact fees are currently adopted as appendices to Chapter 20.182 of the Port Orchard Municipal Code, and WHEREAS, the City Council desires to directly adopt the transportation, parks, and school impact fees by ordinance, for ease of reference and use; and WHEREAS, this ordinance is exempt from the requirements of the State Environmental Policy Act (SEPA), Chapter 43,21C RCW, and the City’s environmental regulations, Chapter 20.160 POMC; now, therefore, THE CITY COUNCIL OF THE CITY OF PORT ORCHARD, WASHINGTON, DO ORDAIN AS FOLLOWS: Ordinance No. 007-21 Page 3 of 37 SECTION 1. The City Council adopts all of the “Whereas” sections of this ordinance as findings in support of this ordinance. SECTION 2. Subsection 20.182.060 of the Port Orchard Municipal Code is hereby amended to read as follows: 20.182.060 Fee schedules and establishment of service area. (1) Impact fee schedules setting forth the amount of the impact fees to be paid by developers are listed in the appendices attached to the ordinance adopting this chapter, shall be adopted by ordinance of the City Council and incorporated herein by this reference. The road or transportation impact fee schedule is in Appendix A, park impact fees are in Appendix B and school impact fees are in Appendix C. The impact fee schedules may be revised at any time the city council deems just and appropriate. (2) For the purpose of road and park impact fees, the entire city shall be considered one service area. (3) For the purpose of school impact fees, the entire boundary of the school district shall be considered one service area. (4) Transportation impact fees adopted by the City shall automatically increase annually per CPI-U (All Urban Consumers Index) (1982-1984=100), not seasonally adjusted, for the Seattle-Tacoma-Bellevue area for that 12-month period from January 1st to December 31st Indexed as the Annual Average, as is specified by the Bureau of Labor Statistics, United States Department of Labor. Increases based on CPI-U shall take effect on March 1st of the following year. SECTION 3. A new subsection 20.182.125 is hereby added to the Port Orchard Municipal Code to read as follows: 20.182.125 Designation of Capital Facilities Plan for Transportation. The city designates the 6 Year/20 Year Transportation Improvement Plan (TIP) as the City’s comprehensive capital facilities plan for the purpose of identifying the proposed transportation improvements reasonable and necessary to meet the future development needs of the service area consistent with the city’s level of service policy, as required by RCW 82.02.050. The TIP identifies the specific subset of transportation improvements in the impact fee project list that forms the basis for the transportation impact fee program. SECTION 4. Adoption of Transportation Impact Fee Schedule. The City hereby adopts a new transportation impact fee schedule which is included as a part of Exhibit A to this ordinance, in accordance with POMC 20.182.060. This transportation impact fee schedule Ordinance No.007-21 Page 4 ol 37 shall become effective on the effective date established in Section 9 below and shall replace and supersede any previously adopted transportation impact fee schedule. SECTION 5. Park and School I mpact Fees Unchanged. The park and school impact fee schedules that were previously adopted by the City Council shall remain in effect and are respectively shown on Exhibits B and C of this ordinance. SECTION 5. Sections 4 and 5 of this Ordinance are deemed of special effect and shall not be codified. SECTION 7. Severability. lf any section, sentence, clause, or phrase of this ordinance should be held to be invalid or unconstitutional by a court of competent jurisdiction, such invalidity or unconstitutionality shall not affect the validity of constitutionality of any other section, sentence, clause, or phrase of this ordinance, SECTION 8. Corrections. Upon the approval of the city attorney, the city clerk, and/or code publisher is authorized to make any necessary technical corrections to this ordinance, including but not limited to the correction of scrivener's/clerical errors, references, ordinance numbering, section/subsection numbers, and any reference thereto. SECTION 9. Effective Date. This ordinance shall be in full force and effective February 23,2O2L. A summary of this ordinance in the form of the ordinance title may be published in lieu of publishing the ordinance in its entirety. PASSED by the City Council of the City of Port Orchard, APPROVED by the Mayor and attested by the City Clerk in authentication of such passage this 9th day of February 2021. Robert Putaansuu, Mayor C, City Clerk APPROVED AS TO FORM Sponsored by: €,<lq-f>-- illl A n Charlotte A. Archer, City A oR,4 '<1 Scott Diener, Councilmember Ordinance No. 007-21 Page 5 of 37 PUBLISHED: February 11, 2021 EFFECTIVE DATE: February 23, 2021 EXHIBIT A: TRANSPORTATION IMPACT FEE SCHEDULE WITH RATE STUDY (2021) EXHIBIT B: PARKS IMPACT FEE SCHEDULE (EXISTING) EXHIBIT C: SCHOOL IMPACT FEE SCHEDULE (EXISTING) e Exhibit A Ordinance No. 007-ZtTransportati o n Solutions INNOVATIVE I PRACTICAL I EQUITABLE TnRruspoRTATroN lwtpRcr Frr Rarr Sruov 2O2O Upoarr Frrunl Reponr December 2020 Prepared for: City of Port Orchard Prepared by: Transportation Solutions, lnc. L6932 Woodinville-Redmond Rd NE Suite 4206 Woodinville, WA 98072 City of Port Orchard 2020 Transportation lmpact Fee Rate Update Table of Contents t. lntroduction Definition of lmpact Fees... Statutory Basis for lmpact Fees 2. lmpact Fee Analysis Methodology ...,............. Cu rrent I mpact Fee Methodo1ogy,........,.,.,,...... Projects Eligible for lmpact Fees............. Eligible Project Costs............... lmpact Fee Calculation .,,............ Sample Transportation I mpact Fees....,........ 3. Additional lssues for Consideration................ Anticipated Annual Revenues from I mpact Fees.......,,.,,..,.. Anticipated Grant Revenue ........,,..... Anticipated Need for Other Public Funds,.,,...... 4. Transportation lmpact Fee Rate Comparison 5. CreditsandAdjustments..................... lmpact Fee Credits lndependent Fee Calculation Construction Cost lndex Adjustment 6. Conclusions Appendices Appendix A. Transportation lmpact Fee Project List Appendix B. Transportation lmpact Fee Rate Schedule Appendix C. Comparison of 2O19-2020 TIF Rates in Western Washington List of Tables Table L. lmpact Fee-Eligible Transportation lmprovement Projects ,........ Table 2. Transportation lmpact Fee Comparison for Typical Land Uses.... ,,6 ..6 ..1 t 7 I 2 2 2 2 3 3 6 6 7 7 7 8 8 8 5 6 Transportation Solutions, lnc.December 2020 City of Port Orchard 2020Transportation lmpact Fee Rate Update 1. lntroduction This document summarizes the development of an updated transportation impact fee rate for the City of Port Orchard. lt describes the existing impact fee rate, the basis for the fee, the rate methodology, the impact fee project list, and the recommended fee rate. Definition of lmpact Fees lmpact fees are a comprehensive grouping of charges based on new development within a local municipality. These fees are assessed to pay for capital facility improvement projects necessitated by new development growth (including but not limited to parks, schools, and streets/roads). Transportation impact fees are collected to fund improvements that add capacity to the transportation system, accommodating the travel demand created by new development, The Revised Code of Washington (RCW) Section 82.02.050 identifies the intent of impact fees as the following: r To ensure that adequate facilities are available to serve new growth and development; r To promote orderly growth and development by establishing standards by which counties, cities, and towns may require, by ordinance, that new growth and development pay a proportionate share of the cost of new facilities needed to serve new growth and development; and o To ensure that impact fees are imposed through established procedures and criteria so that specific developments do not pay arbitrary fees or duplicative fees for the same impact. Stdtutory Bdsis for lmpoct Fees Transportation impact fees are a financing mechanism authorized by the Growth Management Act (CMA)of Washington State (see RCW 36.70A.070 and 82.02.050). State law imposes strict limitations on impact fees. These limitations are intended to assure property owners that the fees collected are reasonably related to their actual impacts and will not be used for unrelated purposes. lf impact fees are imposed, the funds collected from developments can be expended only on transportation system improvements which are: (a) identified in the comprehensive plan as needed for growth, and (b) reasonably related to the impacts of the new development from which fees are collected. Specifically, condition (a) requires that impact fees are not used on improvements needed to remedy existing deficiencies. Those needs must be entirely funded from public sector resources. Condition (b) is satisfied if the local government defines a reasonable service area, identifies the public facilities within the service area that require improvement during the designated planning period, and prepares a fee schedule taking into account the type and size of the development as well as the type of public facility being funded. To achieve the goal of simplicity, impact fee calculations are applied on an average basis for the entire transportation system, ratherthan project-by-project. This is a key difference between impactfees and State Environmental Policy Act (SEPA) mitigation, whereby pro-rata shares of specific project improvements are collected. Pre-calculated impact fees are easier to administer than traditional SEPA development mitigation, at the point of development review. However, more complex administrative procedures are necessary to track 1Transportation Solutions, lnc,December 2020 City of Port Orchard 2020 Transportation lmpact Fee Rate U pdate the funds collected from each development. This is necessary to assure that the funds are expended only on eligible transportation system improvements and to assure that impact fee revenues are used within six years. Fees not expended within six years must be refunded with interest to the current owner of the property. The methodology and results described below are consistent with the requirements of the GMA. The procedures and recommendations described herein can be formally enacted by an impact fee ordinance incorporating this memo by reference. 2. lmpact Fee Analvsis Methodology The conceptual basis for the transportation impact fee is that growth (i.e. new development) should pay a proportionate share of the cost to provide future transportation capacity. This proportionate share is calculated based on the estimated cost of growth-related transportation improvement projects identified in the Comprehensive Plan and on an estimate of growth's share of capacity utilization for each project. The impact fee analysis is limited to projects that provide capacity improvements needed for growth, Projects related to maintenance, such as pavement overlays and physical obsolescence, as well as improvements necessary to mitigate existing capacity deficiencies, are not eligible for impact fee funding. However, agencies have been encouraged by the Department of Commerce to consider multimodal transportation improvements and, to that end, shoulder widening, sidewalks, bike lanes and parallel trails are reasonable to include as both motorized and nonmotorized capacity enhancements. Current Impact Fee Methodology The Port Orchard transportation impact fee program was developed and adopted in 2015 as ordinance number 023-L5 and later reorganized under ordinance number OIg-17. The impact fee methodology is based on proportionate growth share of impact fee eligible project costs. As of December 2020, the transportation impact fee rate is 52,552 per new PM peak hour trip, A separate impact fee rate of 5560 per new PM peak hour trip is applied to growth in the McCormick Woods PUD. This rate represents the difference between the citywide rate and a GEMl fee rate of S1,992 per trip which was required per the McCormick Woods Development Agreement adopted in 2005. Projects Eligible for lmpact Fees Not all planned transportation projects and programs are eligible for impact fees. planned improvement project are divided below into the following categories in order to establish a list of qualifying projects that will form the basis for the Port Orchard impact fee rate: r Project lmprovementso Planned Transportation Projects needed within 20 years o Maintenance Projects Proiect lmprovements Project improvements are transportation improvements necessary for a specific development that do not provide significant system benefits. These are typically low-volume local streets that serve driveways and parking areas. They may provide connections to other developments, but not for the purpose of 2Transportation Solutions, lnc.December 2020 City of Port Orchard 2020 Transportation lmpact Fee Rate Update significant system capacity, Other project improvements include safety improvements and new access connections to existing arterials that serve only one development. Project improvements are typically required by other development regulations or as SEPA mitigation for specific development impacts not anticipated in the Comprehensive Plan. Project improvements are not eligible for impact fees. For the purpose of this rate analysis, roadway extensions that connected existing developments, but were not significant arterials, were considered project improvements that could be required under other City codes and regulations but would not be included in the impact fee calculation. Planned Transportation Proiects The Port Orchard 2O2L-2O4OTransportation lmprovement Program (TlP) identifies transportation projects which are needed to serve traffic growth for the next twenty years. Projects with capacity benefits are eligible for impact fee funding. Capacity-related improvements may include adding turn lanes, lane widening or separating non-motorized modes, adding signals or roundabouts for intersection capacity, or other improvements. The methodology for roadway capacity calculation is described in the Transportation Element of the Comprehensive Plan. The proportional share of these projects reasonably related to growth are eligible for impact fees. Maintenance Proiects Maintenance programs, general studies, and non-capital activities are generally not eligible for impact fees. A component of ongoing pavement preservation could be eligible for impact fees if it is demonstrated that growth increases the magnitude of pavement reconstruction requirements. For instance, if existing conditions require a two-inch asphalt overlay, but added traffic from growth requires a three-inch asphalt overlay to achieve the same pavement life, the cost of the additional inch of asphalt could be attributed to growth, lf the overlay or reconstruction provides increased lane width, intersection improvements, or shoulder widening the cost of the expansion could be considered eligible. Eligible Project Costs lmpact fee eligible projects and their estimated costs are identified in Table 1. These costs include various elements which are necessary for the construction of transportation improvements, including design, permitting, right-of-way, construction, and construction management. Ongoing or future maintenance is not an eligible impact fee cost. TIP projects which are not capacity-related, or which are considered maintenance projects/programs are not included in the TIF project list. lmpact Fee Calculation The impact fee was calculated based on the increase in PM peak hour vehicle trips resulting from growth, the cost of improvements related to growth, and the City's transportation financing strategy, as defined in the 2016 Comprehensive Plan. The calculation methodology is described below. Local Fu ndins Responsibilitv Roadway projects are generally eligible for state and federal grant funds. These funds are not predictable and vary in amount by grantor. Additionally, cost-sharing agreements with Washington State Department of Transportation (WSDOT) and Kitsap County are anticipated to reduce some of the City's project cost responsibility. This analysis assumes the City will be responsible for 50 percent of total impact fee-eligible project costs over the 2O-year planning horizon, with the other 50 percent anticipated to be funded by grant and intergovernmental revenue roadway projects. 3Transportation Solutions, lnc December 2020 City of Port Orchard 2020 Transportation lmpact Fee Rate Update Exceptions were applied to the following projects which are anticipated to be fully funded by the City of Port Orchard or by local development, with no grants or intergovernmental revenue: r Bethel/Sedgwick Corridor Phase L Design (Ttp #1.3)r Old Clifton Rd Design - 60% (TtP #1.5A) o Old Clifton Rd & Campus Parkway roundabout (Ttp #1.5C)o Old Clifton Rd & McCormick Woods Dr roundabout (Ttp #2.08)o Glenwood Connector Roadway (per development agreement). Feigley Rd improvements (per development agreement) Proportionate Share of Proiect Cost Growth's proportionate share of each improvement project was calculated as the proportion of added capacity which will be used by new development trips, per the Port Orchard travel demand model. The Port Orchard travel demand model was most recently updated and recalibrated in 2019. lt incorporates trip generation data published in the /nstitute of Transportation Engineers (tTE) Trip Generotion Manual, L0th Edition and calibrated to fit 2019 weekday PM peak hour traffic counts. The travel demand modeltrip distribution and traffic assignment procedures were calibrated based on regional and national guidance, including the Kitsap County travel demand model and Federal Highway Administration travel demand model calibration guidance, in addition to local engineering expertise and traffic counts. To generate 2040 PM peak hour travel demand forecasts, the calibrated 2019 pM travel demand model was modified to include housing and employment growth forecasts identified in the port Orchard Comprehensive Plan. A total of 7,352 new weekday PM peak hour trips are anticipated citywide between 2019 and 2040. These new trips were assigned to the transportation network, resulting in traffic growth forecasts for each intersection and roadway segment on the TIF project list. The proportionate growth share of TIF project costs was calculated by dividing the 2019-2040 pM peak hour trip growth by the capacity contribution, in vehicles per hour, of each improvement project: fProportionate Share ofProiect Cost] = ffi The resulting proportionate share for each TIF project is identified in Table 1. Total project costs and growth share are summarized below: TotalTlF Proiect Cost 5145,963,474 Anticipated Grant & lntergovernmental Revenue $lg,sgl,qlq Anticipated Citv & Developer (Non-G rant) Responsibility 567,266,000 Growth/Development Share of Project Cost $36,343,224 Transportation Solutions, lnc.December 20204 City of Port Orchard 2020 Transportation lmpact Fee Rate Update Table 1. lmpact Fee-Eligible Transportation lmprovement Projects DA Glenwood Connector Roadway 2,000,000 2,000,000 tol%2,000,000 7.I Tremont St Widening CN Phase 23,600,000 7,570,000 24%1,951,656 1.3 Bethel/Sedgwick Corridor Ph. 1 Design 1,211,000 1,211,000 24%293,489 Old Clifton Rd/Anderson Hill Rd Roundabout 2,420,000 968,000 81%786,1r2 1.4 1.5A Old Clifton Rd Design - 60%562,000 562,000 \oo%562,000 1.5C Old Clifton Rd/Campus Pkwy Roundabout 1,600,000 1,600,000 700%1,600,000 I.7 Vallair Ct Connector 2,498,000 7,249,000 8%96,697 2.07 Sidney Ave (N) Widening 13,113,000 6,557,000 48%3,I44,444 2.02 Sedgwick Rd West Design/nOW r,444,000 722,000 rcl%722,00O 2.03 Sedgwick Rd West Constr 4,331,000 2,166,000 t00%2,165,500 Bethel/Sedgwick Corridor Ph. 1 2.04A ROW/Constr.14,360,000 7,180,000 24%1,740,094 2.048 Bethel/Sedgwick Corridor Ph. 2 17,498,000 5,249,000 28%7,464,306 2.04C Bethel/Sedgwick Corridor Ph. 3 6,111,000 1,833,000 5%97,776 234D Bethel/Sedgwick Corridor Ph. 4 9,179,000 4,590,000 45%2,067,975 2.04E Bethel/Sedgwick Corridor Ph. 5 11,059,000 5,530,000 100%5,529,s00 2.05 Sidney Rd (S) Widening 7,820,000 3,910,000 66%2,593,367 2.OG Pottery Ave (N) Widening 1,998,000 999,000 28%2t7,500 2.O7 Old Clifton Rd Shoulder & Ped. lmpr 3,372,000 1,686,000 700%1,6g6,ooo 2.08 Old Clifton Rd/McCormick Woods Dr Roundabout 1,600,000 1,600,000 700%1,600,000 2.09 Melcher St Widening 749,000 375,000 7%25,279 2.1 Fireweed Rd Widening 468,000 234,000 5%17,700 2,I2 Sherman Ave Widening 656,000 328,000 5%16,400 2.73 Tremont St Widening Ph. 2 - PO Blvd 10,584,000 5,342,000 ro0%5,342,000 2.I4 Pottery Ave {S) Widening 5,245,000 2,623,000 16%4t5,tIg 2.16 Blueberry Rd Widening 749,OOO 375,000 22%80,518 2.77 Geiger Rd Widening 468,000 234,000 5%Ir,7OO 2.78 Salmonberry Rd Widening 281,000 141,000 27%28,803 2.79 Piperberry Way Extension 468,000 234,000 1r%25,665 2.21 Old Clifton Rd/Feigley Rd Roundabout 243,000 122,000 26%31,150 DA Feigley Rd lmprovements 76,474 76,000 100%76,474 Total L45,863,474 67,266,000 S4ol 36,343,224 lproject lD number in Port Orchard 2O27-2O4Ofransportation lmprovement Program. DA = development agreement project 2Portion of project cost which is anticipated to be funded by City of Port Orchard and developer funds (i.e. not funded by grants or intergovernmental revenue) 3portion of added capacity which is used by growth (i.e. new development). Developer-funded projects are assigned 100% growth share. 5Transportation Solutions, lnc.December 2020 City of Port Orchard 2020 Transportation lmpact Fee Rate Update lmpact Fee Rate The citywide transportation impact fee rate was calculated by dividing the sum of the growth share of TIF project cost by the total citywide PM peak hour trip growth forecast, as shown: Development share of project costs _ $36,343,224 _,citywide pM trip growth - = Mu-1,.-G = $4'943 / PM peak hour trip Sample Transportation Impact Fees Table 2 summarizes the fee rates which would be paid by severaltypical developments lf the above calculated rate were adopted in an impact fee ordinance. A comprehensive transportation impact fee rate schedule is included in Appendix B. Table 2.lmpact Fee Comparison for Typical Land Uses Single-Family Home 210 0,99 DU 2,552 4,894 t; a ; i r., .ll l, .,,it' )11 a 1 ' r r ^- 'l;7r,,;r l ,...t.rrr tiri: ,^ rit'l .lir ttir:it ll I 1 ,.,; l.t , '.iri, Low-Rise Multifamily 220 0.55 DU t,592 2,769 Senior Attached Housing 252 0.26 DU 638 1,285 GeneralOffice 710 L.15 1,000 ft2 3,903 5,584 Shopping Center 820 2,51* 1,000 ft2 6,406 12,1,1O Light lndustrial 110 0.63 1,000 ft2 2,476 3,L14 lLand Use Code and trip rates per lnstitute ofTransportation Engineers Trip Generotion Monual 70th Edition*lncludes 34% reduction for pass-by trips, per lnstitute ofTransportation Engineers Tri p Generatio n Hond book 3. Additional lssues for Consideration Anticipated Annual Revenues from lmpact Fees The anticipated annual revenue from the proposed transportation impact fee, based on the travel demand growth forecast of 7 ,352 new trips by 2040, is shown below: 350 trips $+,s+z t*.- * FM trip = $1'730'050 /Year The transportation impact fee is anticipated to generate an average of S1,730,050 per year. This represents a 20-year average and may be more or less in any given year. Anticipoted Grant Revenue Transportation improvement projects are generally eligible for state and federal grant funds. These funds are not predictable and vary in amount by grantor. The financing plan in the Transportation Element identifies a 50 percent grant and intergovernmentalfunding goal for roadway projects. This assumption is applied in the impact fee rate calculation, 6Transportation Solutions, lnc.December 2020 City of Port Orchard 2020 Transportation lmpact Fee Rate Update Anticipated Need for Other Public Funds The anticipated impact fee revenue does not fully fund the non-grant share of TIF project costs. The anticipated need for other public funds is summarized below: Total TIF Proiect Cost 5t45,863,474 Anticipated Grant & lntergovernmental Revenu e 578,597 ,474 G rowth/Development Share of Proiect Cost 536,343,224 Remaining Unfunded Commitment l2ot9-2o4ol $3o,922,776 The City will need to identify other revenue sources to fund the remaining unfunded revenue commitment of $30,922,776 associated with the TIF projects. This represents an annual funding comm itment of $ L,545,139. 4. Transoortation lmpa Fee Rate Comoarison The City of Bellingham Public Works Department has compiled a list of transportation impact fee rates for 79 public agencies in western Washington. The full comparison chart is included in Appendix B. Provided below are current transportation impact fee rates for several agencies which are located near Port Orchard. The updated impact fee rate of 54,943 per PM trip would be just above the western Washington average rate, but far from the highest in western Washington. Western WA Maximum Transportation lmpact Fee: City of Poulsbo Transportation lmpact Fee: City of Gig Harbor Transportation lmpact Fee: Proposed Port Orchard Transportation lmpact Fee: Western WA Average Transportation lmpact Fee: City of Bainbridge lsland Transportation lmpact Fee: Kitsap County Transportation lmpact Fee: Western WA Minimum Transportation lmpact Fee: Sr4,064 (City of Sammamish) s5,397 S5,o2o S4,943 s4,363 51,,681 SToo $589 (City of Oak Harbor) 5. Credits and Adiustments lmpact Fee Credits An applicant may request a credit for impact fees in the amount of the total value of system improvements, including dedications of land, improvements, and/or construction provided by the applicant. Credits should be considered on a case-by-case basis and shall not exceed the impact fee payable. Claims for credit should be made before the payment of the impact fee. Credits for the construction should be provided only if the land, improvements, and/orthe facility constructed are listed as planned transportation projects in the Rate Analysis and lmpact Fee Ordinance. Credits are not generally given for code-based frontage improvements or right-or-way dedications, or direct access improvements to and/or within the subject development (project improvements) unless the improvement is part of a project listed in the Rate Analysis and lmpact Fee Ordinance. 7Transportation Solutions, lnc December 2020 City of Port Orchard 2020 Transportation lmpact Fee Rate Update I ndepende nt F ee Ca lculotio n An applicant may submit an independent fee calculation for a proposed development activity. The documentation submitted should be prepared by a traffic engineer licensed in Washington State and should be limited to adjustments in the trip generation rates used in the fee calculation, Construction Cost lndex Adjustment Transportation impact fees should be adjusted yearly to account for inflation. Annual adjustments will be based on the All-Urban Consumers lndex (CPl-U) for the Seattle-Tacoma-Bellevue area for the previous 12-month period from December to December as specified by the Bureau of Labor Statistics, United States Department of Labor. The CPI adjustment would take effect on March L. 5. Conclusions The recommended transportation impact fee rate is $4,943 per new pM peak hour trip. 8Transportation Solutions, lnc.December 2020 City of Port Orchard 2020Transportation lmpact Fee Rate Update Appendix A. Transportation lmpact Fee Proiect List Transportation Solutions, lnc.December 2020 City of Port Orchard Transportation lmpact Fee Project List - 2020 Update Cost Estimate ($) Local Growth GrowthProject NameID Share ($)Share Share DA Glenwood Connector Roadway 2,000,000 2,000,000 1000/o 2,000,000 1.1 Tremont St Wideninq CN Phase 23,600,000 7,570,000 24%o 1,851,656 1.3 Bethel/Sedgwick Corridor Ph. 1 Desrgn 1 ,211 ,000 1,211,000 24%293,489 1.4 Old Clifton Rd/Anderson HillRd Roundabout 2,420,000 968,000 810A 786,112 1.5A Old Clifton Rd Desiqn - 60%562,000 562,000 100%562,0001.5C Old Clifton Rd/Campus Pkwy Roundabout 1,600,000 1,600,000 100o/o 1,600,000 1.7 Vallair Ct Connector 2,498,000 1,249,000 80/o 96,697 2.O1 Sidney Ave (N) Widening 13,1 13,000 6,557,000 480/o 3,144,444 2.02 Sedgwick Rd West Design/ROW 1,444,000 722,000 100%722,000 2,03 Sedgwick Rd West Constr 4,331,000 2,'166,000 100% 2,165,5002.044 Bethel/Sedqwick Corridor Ph. 1 ROWConstr 14,360,000 7,180,000 24o/o 1,740,094 2.048 Bethel/Sedgwick Corridor Ph. 2 17,498,000 5,249,000 280/o 1,464,306 2.04C Bethel/Sedqwick Corridor Ph. 3 6,111,000 1,833,000 5%97,776 2.04D Bethel/Sedgwick Corridor Ph. 4 9,179,000 4,590,000 450A 2,067 ,975 2.04E Bethel/Sedgwick Corridor Ph. 5 11,059,000 5,530,000 1000/0 5,529,500 2.05 Sidney Rd (S) Widenin s 7,820,000 3,910,000 66%2,593,367 2.06 Pottery Ave (N) Wideninq 1,998,000 999,000 28%277,500 2.07 Old Clifton Rd Shoulder & Ped. lmpr 3,372,000 1,686,000 100% 1,686,0002.OB Old Clifton Rd/McCormick Woods Dr Roundabout '1,600,000 1,600,000 100% 1,600,000 2.09 Melcher St Widening 749,000 375,000 70/o 25,279 2.1 Fireweed Rd Widening 468,000 234,000 5%11,700 2.12 Sherman Ave Widening 656,000 328,000 50/o 16,400 2.13 Tremont St Wideninq Ph.2 - PO Blvd 10,684,000 5,342,000 100%5,342,000 2.14 Pottery Ave (S) Widenins 5,245,000 2,623,000 16%415,119 2.16 Blueberry Rd Wideni ng 749,000 375,000 22%80,518 2.17 Geiqer Rd Wideni ng 468,000 234,000 50/o 11,700 2.18 Salmonberry Rd Widening 281,000 141,000 21%28,803 2.19 Piperberry Way Extension 468,000 234,000 11%25,665 2.21 Old Clifton Rd/Feiqley Rd Roundabout 243,000 122,000 26%31 ,1 50 DA Feigley Rd lmprovements 76,474 76,000 1000/o 76,474 Total 145,863,474 67,266,000 54% 36,343,224 Total Proiect Cost 5r4s,863,4i4 Local Share (Development + City)46% Growth/Development Share ($) $36,343,224 2OL9-2040 PM Peak Hour Growth 7 352 2020 Transportation I Fee Rate p)943 Remain Unfunded Commitment 92 776 Annual Fundi Commitment 54 139 City of Port Orchard 2020 Transportation lmpact Fee Rate Update Appendix B. Transportation lmpact Fee Rate Schedule Transportation Solutions, lnc.December 2020 City of Port Orchard Traffic lmpact Fee Rate Schedule - Residential (2020 Update) lnstitute of Transportation Engineers, Trip Generation Manual (1Oth Edition) 2 Trip generation rate per development unit for PM peak hour of the adjacent street traffic (4-6 PM) 3 DU = Dwelling Unit H RD T ran spo rtati o n S olu ti onseINNOVATIVE I PRACTICAT I EQUITABLE t 210 220 221 230 240 Single-Family Detached Housing Lg"y:Ri:! Multifamily Housing (1-2 floors) Mid-Rise Multifamily Housing (3-10 floors) Mid-Rise Residentialw/ 1st Floor Commercial Mobile Home Park 0.99 0.56 0.4A 0,36 0.46 DU DU DU DU DU $2,768 $?:175 $1t779 $2,274 $4,894 251 253 254 Senior Housing Detached Assisted Living Senior Housing Attached Congregate Care Facility 0,18 0.26 0.30 0.26 $1,285 $1,483 $1,285 260 270 Recreational Home Residential PUD 0.28 0.69 DU DU $1,394 $3,411 Accessory Dwelling Unit (< 450 sf) Accessory Dwelling Unit (> 450 sf) 0.56 0.28 DU DU $2,768 $1,384 lmpact Fee per Unit Base Trip Rate2 % Primary Trips Net Trip Rate Rate per unit3 ITE Codei ITE Land Use Categoryl 1.87 .87030lntermodal Truck T 0.630 0.400 0.670 0.190 0.170 2.270 KSF KSF KSF KSF KSF $11,221 $1,977 $3,3'1 lndustrial Park Manufacturing Warehousing Mini Warehouse Utilities lndustrial 0,40 0.67 0.19 0.17 2.27 130 140 150 151 170 0.360 0.320 r00m room r00m $1 $1,582 0.36 0.32 311 312 Suites Hotel Hotel 0.270 0.280 1.250 2.220 1.640 3.580 1.160 1 4.600 13.730 16.430 4.210 3.820 3.450 6.290 acre site acre tee cage KSF KSF KSF screen scfeen field court court KSF KSF $1,335 $1,384 $6,179 $1 0,s73 $8,1 07 $17,696 $5,734 $72,1 68 $67,867 $3 1,091 $81,21 $20,81 $1 8, $1 7, 0.27 0.28 1.25 2.22 1.64 3.58 1.16 14.60 13.73 'r6.43 4.21 3.82 3.45 6.29 0.1411 416 430 432 433 434 435 437 444 445 488 490 491 492 493 Golf Course Golf Driving Range Bafting Cages Rock Climbing Gym Multi-Purpose Recreational Facility Bowling Alley Movie Theater Multiplex Movie Theater Soccer Complex Tennis Courts Racquet/Tennis Club Health Fitness Club Park Park Club 44% 1.190 0.970 0.1 40 2.040 1.860 0.490 4.893 0.460 0.050 0.480 KSF KSF KSF KSF KSF KSF KSF acre bed KSF student $5,882 $4,795 $692 $1 0,084 $9,1 94 $2,422 $24,1 85 $2,274 $247 $2,373 1.37 1.19 0.97 0.14 2.04 1.86 0.49 11.12 0.46 0.05 0.48 520 522 530 537 538 540 560 565 566 571 575 Church Day Care Center Cemetery Prison Fire & Rescue Station Elementary Elementary School District Offrce / Community College Middle/Junior Hiqh School High School $17 $2,9 16 $16,213 0.59 3.28 3.53 970 0.590 3.280 3,530 KSF KSF KSF KSF 610 620 630 640 Nursing Home Clinic Animal Hospital / Veterinary Clinic 1.150 2.450 1.710 3,460 1,710 11.210 2.820 '1.070 0.490 KSF KSF KSF KSF KSF KSF KSF KSF KSF $17 $12,11 $55,4'11 $1 3,939 $5,289 $2,422 2.45 1.71 3.46 1.71 11.21 2.82 1,07 0.49 710 712 715 720 730 732 750 760 Park Single-Tenant Office (<5,000 s0 Tenant Office (>5,000 sf) Office Buildins Office Post 0ffice Park an Office Complex d Development Center PORT AND TERMINAL INDUSTRIAL RECREATIONAL INSTITUTIONAL OFFICE MEDICAL LODGING Traffic lm Fee Rate Schedule - Non-Residential lnstrtute of Engineers, Trip generation rate per development unit, for PM Peak Hour of the adjacent street traffic 1,000 square feet; VSP = Vehicle (4-6 pm). on local data, development context, and engineering judgment Uof DU = Dwelling Unit; KSF Pass-by and diverted trip servicing position rates may be applied based 2rate data not available. Primary trip of Port Orchard Traffic Schedule - Non-Residential LUC of Engineers, Trip generation rate per development unit, for PM Peak Hour of the adjacent street traffic (4-6 pm). Average primary trip rates, per Trip Generation Handbook (3rd Edition), 201 7. Additional rates based on similar land use and engineering judgment. U ITE Coder ITE Land Use Categoryl Base Trip Rate2 o/o Primary Trips3 Net Trip Rate Rate per Unita lmpact Fee per Unit 811 812 813 814 815 816 817 818 820 823 840 841 842 843 848 849 850 85'1 853 854 oEa 861 862 863 866 867 875 876 879 880 88'1 882 890 Free-Standin g Discount Superstore (w/ Grocery) Free Standing Discount Store (w/o Grocery) Hardware/Paint Store Nursery (Garden Center) Nursery (Wholesale) Shopping Center Construction Equipment Rental Store ilding Materials and Lumber Store Store 0utlet Center Vehicle Sales Parts Sales Store re Superstore Store and Crafts Store Sales (New) Sales (Used) Pharmacy/Drug Store w/o Drive-Thru Pharmacy/Druo Store w/ Drive-Thru Marijuana Dispensery Furniture Store Market Market w/Gas Pumps Discount Supermarket Discount Club Sporting Goods Superstore Home lmprovement Superstore Electronics Superstore Pet Supply Superstore Offr ce Supply Superstore Department Store n oo 2.06 A aa 6.84 4.83 2.68 6.94 5.18 3.81 2.29 2.43 a aE 0.77 4.91 3.98 2.11 9.24 49.11 49.23 8.38 4.18 2.02 4.lo 3.55 2.77 1.95 4.12 6.21 8.51 1 0.29 21.83 0.52 66% 83% 74% 74% 74Yo 66% 66% 100% 100o/o 100% 44% 72o/o 64o/o 49Yo 17o/o 51% 63% 66% 60% 66% 66% 66% 66% 66% 4t% 38Yo 100% 0.924 0.733 1.524 3.074 4.514 4.009 1.983 5.1 36 3.833 2.515 1.51 1 2.430 3.750 0.770 2.160 2.866 1.5 1I 5.914 24.064 8.369 4.274 2.633 1 a1a 1.351 2.556 2.343 1.828 1.287 2.719 4.099 4.000 3.910 21.830 0.244 KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF VFP KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF $3,62 1 $7,535 $15,196 $22,3 1 5 $19,816 $9,803 $25,385 $1 8,948 $1 2,430 $7,471 $12,01 1 $1 8,536 $3,806 $1 0,679 $14,1 $7 $29,231 $1 $41,3 $21, $13,01 $6, $6, $12, $1 1,581 $e, $6, $1 3,441 $20,25e $19,771 $1 9,328 $1 07,906 $1,208 912 918 920 925 930 931 932 933 934 935 936 937 938 939 940 941 942 943 944 945 947 948 950 960 970 Turnover (Sit-Down) Restaurant Food w/o Drive-Thru Food w/ Drive-Thru Food Restaurant w/ Drive-Thru w/o lndoor Seating Coffee/Donut Shop w/o Drive-Thru Coffee/Donut Shop w/ Drive-Thru Coffee/Donut Shop w/ Drive-Thru w/o lndoor Seating (Espresso Stand) Bread/DonuUBagel Shop w/o Drive-Thru Bread/DonuVBaqel Shop w/ Drive-Thru Quick Lubrication Vehicle Stop Automobile Care Center Automobile Parts and Service Center Gasoline/Service Station Gas Station w/Convenience Market SeltServe Car Wash Bank Salon Print, and Express Ship Store Place Casual Restaurant Restaurant Car Wash Truck Stop Super Convenience MarkeU Gas Station 12.13 20.45 1.45 7.42 r 1.36 14.13 7.80 9.77 28.34 Jt.o I 42.65 36.3 1 43.38 28.00 19,02 4.85 3.1 1 2.26 14.03 13.99 5.54 77.50 ZI.I J 22.96 7.31 65% 65lo 66% 100% 57% 56% 57% 57% 50% 50% 57% 50% 11% Eao/ 50% 72lo 72% 58% tz /o 58% FOO/ 58% 1 FO/ 7.885 13.293 0.943 4.897 1 1.360 8.054 4.368 5.569 1 6.1 54 16.335 21.32s 20.697 21.690 9.1 66 15.960 9.510 3.492 2.239 1.627 8.1 37 1.679 3.213 44.950 13.'183 8.036 ketr KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF KSF VSP KSF KSF VFP VFP stall stall KSF VFP $6s,705 $4,659 $24,207 $56,1 52 $39,81 1 $21,59'1 $40,223 $8,298 $1 5,883 $222,188 $65,1 66 $39,722 $1 $1 $27 261 21$1 07, $45, $78, $47, $1 7, $1 1, RETAIL SERVICES Pass-by rates should be used with caution and refined using local data whenever possible. pnmaryoDu Dwelling Unit; KSF = 1,000 square feet; VSP = Vehicle servicing position City of Port Orchard 2020Transportation lmpact Fee Rate Update Appendix C. Comparison ol2OL9-2020 TIF Rates in Western Washington Transportation Solutions, lnc.December 2020 Comparison ol 2OL9-2O2O TIF Base Rates in 74 Cities and 5 Counties in Western Washington With Bellingham and Whatcom County Cities Highlighted for Emphasis [Based on inlormotion ovoiloble. Averoge includes both cities and Counties. See TIF rote toble on next poge lor odditional details.] Data compiled Nov. 201e by chris comeau, alcP-crP, rrilsportatiilsP:::;:;"i:r;:::ir. rubllc works ccomeau@cob.ors or 1360177a-7e46 Sanrna.nisl No(h Eend Kenntore l!saquah Duvall Lynnwood Renton La Center E0rhell Shoreline Redmond Shoreline Canation Newcaille Fife Marysville tdmonds Suckley Crnras Des Moines Poukbo geltev!e Mounl Vernon 6ig Harbor Poil Orchard (Propored) Aub!rn Xent puyallup Pierce County Covington Idse!vood W WA Averagellt' Sultan Mercea lsland Woodlrville Milton Federal Way Bonney Lake Maple Valley Mount Lake-lerrace Mill Creek kirkland Shetror Tumwater Ridgetield Monroe Stanwood Sealac WashouBal ArlinBtoir Clark County Lake 5levens rnumclaw olympia Univerity Place Ferndale BattleBround Thurston County Sedr0-Woolley (Proposed) Anacortes Burlington 5unrner Port or.hard {fxi5tjlg) 6ranite Falis Sequh 5nohonrish Couilty €verett Vancouver Orting Lynden Bclhrghanr Lacey Mukilteo Salrbridge lsland 5nohonrirh Blrine yelm Tukwila Burien Kitsap County Oak Harbor -S2,m9-s2,731-52,665-$2,632-52,s52-52,500-52,491-S2,4s3-s2,400- S2,1s3 -92,149- 52,111 -S2,02s - 32,013 - s1,875 - s1,687 - 51,603 - 51,ss8 - s1,497 - 51,244 - s948I 97mr S589 s14,064 s11,630 s9,600 58,882 S8,7s6 $7,e44 57,820 97,S51 S7,406 57,397 57,3s7 57,224 S7,14l S6,475 S5,413 $6,3m S6,249 S6,074 $s,974 -Ss,s73 5s,397 5s,293 Ss,1oo Ss,02o S4,e43 54,89s S4,518 S4,soo 54,479 54,461 s4,413 s4,363 S4,350 54,287 54,211 sd,190 $3,999 s3,995 S3,e85 53,985 53,eN s3,81s $3,736 S3,7os 93,683 $i,524 s3,s23 53,s08 $3,398 53,3ss S3,333 S3,257 S3,219 S3,213 S3,199 93,163 53,024 s2,959 S4,mo $6,000 58,ooo Slo,ooo Cost Per P.M. Peak Hour (4:00 - 6:00pml Vehicle or Person Trip So l2,ooo $12,ooo S14,ooo S16,mo PORT ORCHARD CITY PA Exhibit B Ordinance No. 007-21 ir 'lu Appendix E: lmpact Fee Calculations E.1 Introduction This study of impact fees for parks and recreational facilities for the City of Port Orchard presents the methodology, summarizes the data, and explains the calculation of the fees. The methodology is designed to comply with the requirements of Washington law. This introduction describes the basis for parks and recreational impact fees, including:. Definition and Rationale of lmpact Feeso Statutory Basis For lmpact Fees. Methodology for Calculating lmpact Fees. Need for Additional Parks and Recreational Facilitieso Determining the Benefit of Parks and Recreational Facilities to Development . Methodology and Relationship to Port Orchard City Parks Plan . Level of Service and Calculations E1.1 Definition and Rationale of lmpact Fees lmpact fees are charges paid by new development to reimburse local governments for the capital cost of public facilities that are needed to serve new development and the people who occupy the new development. New development is synonymous with "growth." Local governments charge impact fees on either of two bases. First, as a matter of policy and legislative discretion, they may want new development to pay the full cost of its share of new public facilities because that portion of the facilities would not be needed except to serve the new development. ln this case, the new development is required to pay for virtually all the cost of its share of new public facilities. Page E-1 Port Orchard City Parks Plan 2011 On the other hand, local governments may use other sources of revenue to pay for the new public facilities that are required to serve new development. ll RCW 82.02.050 (2) prohibits impact fees that charge 100% of the cost, but does not specify how much less than 100%, leaving that determination to local governments. However, such revenues are not sufficient to cover the entire costs of new facilities necessitated by new development; the new development may be required to pay an impact fee in an amount equal to the difference between the total cost and the other sources of revenue. There are many kinds of "public facilities" that are needed by new development, including parks and recreational facilities, fire protection facilities, schools, roads, water and sewer plants, libraries, and other government facilities. This study covers parks and recreational facilities for the City of Port Orchard, Washington. lmpact fees for parks and recreational facilities are charged to all residential development within the City of Port Orchard. E1.2 Statutory Basis for lmpact Fees RCW 82.02.050 - 82.02.090 authorizes localgovernments in Washington to charge impact fees. The impact fees that are described in this study are not mitigation payments authorized by the State Environmental Policy Act (SEPA). There are several important differences between impact fees and SEPA mitigations. Two aspects of impact fees that are particularly noteworthy are: l) the ability to charge for the cosr of public facilities that are "system improvements" (i.e., that provide service to the community at large) as opposed to "project improvements" (which are "on-site" and provide service for a Particular development), and 2) the ability to charge small-scale development their proportionate share, whereas SEPA exempts small developments. Four types of public facilities can be the subject of impact fees: l) public streets and roads; 2) publicly owned parks, open space and recreational facilities; 3) school facilities; and 4) fire protection facilities (in jurisdictions that are not part of a fire district). RCW82.02.050 (2) and (4) and RCW82.02.090 (7) lmpact fees must be limited to system improvements that are reasonably related to, and which will benefit new development. RCW 82.02.050(3) (a) and (c). Local governments must establish reasonable service areas (one area, or more than one, as determined to be reasonable by the local government), and local tovernments must develop impact fee rate catetories for various land uses. RCW 82.02.060(6) lmpact fees cannot exceed the development's proportionate share of system improvements that are reasonably related to the new development. The impact fee amount shall be based on a formula (or other method of calculating the fee) that determines the proportionate share. RCW82.02.050(3Xb) and RCW82.02.060( I ) lmpact fees can be charged for new public facilities (RCW 82.02.060(l)(a)) and for the unused capacity of existing public facilities (Rcw 82.02.060(7)) subject to rhe Page E.2 Port Orchard City Parks Plan 2011 proportionate share limitation described above. Additionally, the local government must separate the impact fees from other monies, expend the money on CFP projects within 6 years, and prepare annual reports of collections and expenditures. Rcw82.02.070( r)-(3) E 2 Methodology for Calculating lmpact Fees Prior to calculating impact fee rates, several issues must be addressed in order to determine the need for, and validity of such fees: responsibility for public facilities, the need for additional park and recreational facilities, the need for revenue for additional parks and recreational facilities, and the benefit of new parks and recreational facilities to new development. ln general, local governments that are authorized to charge impact fees are responsible for specific public facilities for which they may charge such fees. The City of Port Orchard is legally and financially responsible for the parks and recreational facilities it owns and operates within its jurisdiction. ln no case may a local government charge impact fees for private facilities, but it may charge impact fees for some public facilities that it does not administer if such facilities are "owned or operated by government entities" (RCW 82.82.090(7). E2.1 Need forAdditional Park and Recreational Facilities The need for additional parks and recreational facilities is determined by using standards for levels of service for park and recreational facilities to calculate the quantity of facilities that are required. For the purpose of quantifying the need for parks and recreational facilities, this study uses the City's value of investment in parks and recreational facilities per capita. As greater growth occurs, more investment is required, therefore more parks and recreational facilities are needed to maintain standards. E2.2 Determining the Benefit to Development The Washington State law regarding lmpact Fees imposes three provisions of the benefit provided to development by impact fees: l) proportionate share, 2) reasonably related to need, and 3) reasonably related to expenditure (RCW 80.20.050(3)). First, the "proportionate share" requirement means that impact fees can be charged only for the portion of the cost of public facilities that is "reasonably related" to new development. Second, fulfilling the requirement that impact fees be "reasonably related" to the development's need for public facilities, including personal use and use by others in the family (direct benefit), use by persons or organizations who provide goods or seryices to the fee-paying property (indirect benefit), and geographical proximity (presumed benefit). lmpact fees for park and recreational facilities, however, are only charged to Page E-3 Port Orchard City Parks Plan 2011 residential development in the City because the majority of benefits are to the occupants and owners of dwelling units. As a matter of policy, the City of Port Orchard elects not to charge parks and recreational impact fees to non-residential properties because there is insufficient data to document the proportionate share of parks reasonably needed by non-residential development. Lastly, the requirement that expenditures be "reasonably related" to the development that paid the impact fee includes that fee revenue must be earmarked for specific uses related to public facilities ensures that expenditures are on identifiable projects, the benefit of which can be demonstrated and that impact fee revenue must be expended within 6 years, thus requiring a timeliness ro the benefit to the fee-payer. E2.3 Methodology and Relationship to the Port Orchard City Parks Plan lmpact fees for parks and recreational facilities in the City of Port Orchard are based on the value per capita of the City's existing investment in parks and recreational facilities for the population of the City. New development will be provided the same investment per capita, to be funded by a combination of general and capital improvement fund revenue and impact fees. The amount of the impact fee is determined by charging each new development for the averate number of persons per dwelling unit multiplied times the amount of the investment per capita that is to be paid by growth. E3. Level of Service Standard Calculations The level of service, as defines as the capital investment per person, is calculated by multiplying the capacity of parks and recreational facilities times the average costs of those items. Within this calculation, there are two variables that benefit from further definition explanation: The value of parks and recreational inventory, and the Service population. E 3,1 Value of Parks and Recreational lnventory The value of the existing inventory of parks and recreational facilities is calculated by determining the value of each park as well as each recreational facility. The sum of all of the values equal the current value of the City's parks and recreational system E 3.2 Service Population The service population is the number of persons served by the inventory of parks and recreational facilities. Port Orchard's service population consists of the City's current 201 I population of I l, 144 as provided by the Washington State of Financial Management. The forecast population for 2030 of is the projected population Page E-4 Port Orchard City Parks Plan 2011 estimated for Comprehensive Planning efforts and adopted by all Kitsap County jurisdictions, through the County Wide Planning Policies. This figure is provided to estimate future population growth within the existing City boundaries and is utilized in calculating the annual portion of that growth rate for the lmpact Fee calculations. E 3.3 Calculation of Park and Recreational Capital lnvestment per Person The City of Port Orchard's capital value per person is the standard the City uses to ensure that each resident receives an equitable amount of parks and recreational facilities. The City provides this value by investment in parks and recreational facilities that are most appropriate for each site and which respond to changing needs and priorities as the City grows and the demographics and needs of the population changes. Attachment E I (at the end of this Appendix) lists the types of land and recreational facilities that make up the City of Port Orchard's existing park system. Each component is listed in the first column, along with the capital value of each type of park land or recreational facility in the final column. The capital value for all City owned parks & recreational facilities in the inventory comes to a total of $7 ,228,929. This total value is divided by the service population of I l, I 44 for the City determines the current capital value per person of $649. (Please reference Attachment E2: Figure El) E 4 PARKS AND RECREATIONAL FACILITY NEEDS This section calculates the value of parks and recreational facilities that are needed to serve growth, reduced by the typical proportion of project values that are grant or otherwise funded. lmpact fees are related to the needs of growth through calculating the total value of parks and recreational facilities that are needed for growth. The calculation is accomplished by multiplying the capital investment per person times the number of new persons that are forecast for the City's growth. (Please reference Attachment E2: Figure E2) E 4.1 Calculation of Total Value Needed For Growth The calculations for the total value of Parks and Recreation Facilities needed to accommodate the forecasted growth is a tabulation of the level of service standard for capital investment per person from Figure El times the total amount of population growth forecast for the six year lmpact Fee planning period. The resulting calculation shows the total value of parks and recreational facilities that are needed to serve the growth that is forecast for Port Orchard (Please reference Attachment E2: Figure E2). The result of Figure E2 illustrates that Port Orchard needs parks and recreational facilities valued at $ 1,928,434 in order to serye the growth of 2,973 additional people (forecast at an annual growth rate of 495 per year) who are expected to be added to the City's population during the six year lmpact Fee planning period. Port Orchard City Parks Plan 2011 E 4.2 Total lnvestment to be Paid by Growth The investment to be paid by growth is calculated by subtracting the amount of any revenues the City invests in infrastructure for growth from the total investment in parks and recreational facilities needed to serye growth. The previous calculation showed the total amount that is needed to invest in additional parks and recreation facilities in order to serve future growth. The proportionate share of that investment to be paid by Srowth is dependent upon the historic share of improvements provided by the City of Port Orchard through grants or other revenue streams. The proportionate share for development to pay for new facilities includes the City of Port Orchard historical use of local sources, such as real estate excise tax, grant funding, and other revenues to pay for part of the cost of parks and recreational facility capital costs. Revenues that are used for repair, maintenance or operating costs are not used to reduce impact fees because they are not used, earmarked or prorated for the system improvements that are the basis of the impact fees. The City's investment has averaged 50% of the cost of capital improvement projects for parks and recreational facilities (Please reference Attachment E2: Figure E3). The result of Figure E3 illustrates that Port Orchard expects to use $964,217 in grants and other revenues to serve the total needs of additional parks and recreational facilities to maintain the City's standards for future growth, with the remaining $964,217 to be paid by growth as a proportionate share. E5 IMPACT FEE PER UNIT OF DEVELOPMENT ln this section the investment in additional parks and recreational facilities to be paid by growth is used to calculate the park and recreational facilities growth cosr per person which is then used to calculate the impact fee per dwelling unit. E 5.1 Growth Cost Per Person The growth cost per person is calculated by dividing the investment in parks and recreational facilities that is to be paid by growth by the amount of population trowthduring the six year lmpact Fee planning period (Please reference Attachment E2: Figure E4). The result of Figure E4 illustrates the calculation of the cost per person of parks and recreational facilities that needs to be paid by growth is 9324 per person. The amount to be paid by each new dwelling unit depends on the number of persons per dwelling unit. E 5.2 lmpact Fee per Dwelling Unit The impact fee per dwelling unit is calculated by multiplying the growth cost per person by the number of persons per dwelling unit. The number of persons per dwelling unit is the factor used to convert the growth cost of parks and recreational facilities per Page E-6 Port Orchard City Parks Plan 2011 person into impact fees per dwelling unit. The number of persons per dwelling unit data is based on the adopted 2008 Port Orchard Comprehensive Plan, Chapter 3. Housing; which sets an population household size of 2.5 persons per single family unit and a calculation of 1.8 persons per Multi-family housing unit within the City of Port Orchard (Please reference Attachment E2: Figure E5 and E6 respectively). The resulting calculations of Figure E5 shows the calculation of the parks and recreational facilities impact fee of $81 I per single family dwelling unit. The resulting calculations of Figure E6 show the calculation of the parks and recreational facilities impact fee of $584 per multi-family dwelling unit. lmpact Fee amounts, upon adoption by City Council, are to be implemented and collected subject to the provisions of Port Orchard Municipal Code Section 16.70. E6. Summary This study of impact fees for parks and recreational facilities for the City of Port Orchard summarizes the methodology, presents the data, and explains the calculation of the fees that result in the recommended amounts. Similar sized Cities within Kitsap County have chosen to utilize much higher impact fee amounts, for example the City of Poulsbo recently raised their Park lmpact Fee from $500 to $1,195 per unit. The proposed Park lmpact Fees for the City of Port Orchard of $81 I per single family dwelling unit and $584 per multi-family dwelling unit, although consistent with the City of Port Orchard level of service, still are well below the Washington State average of $ 2,849 per single family dwelling unit and $2,147 per multi-family dwelling unit respectively. (Sourced from the National lmpact Fee Survey 2009, prepared by Clancy Mullen, Duncan Associates, Austin, TX on December 20, 2009) The methodology utilized for arriving at the City of Port Orchard impact fee amounts has been a statewide standard incorporated for numerous Washington State cities and is designed to comply with the requirements of Washington law. Page E-7 Port Orchard City Parks Plan 2011 INTENTIONAL BLANK PAGE CITY OF PORT ORCHARD COMPREHENSIVE PARKS PLAN Exhibit C Ordinance No. 007-21 Appendix C Ordinance No, 023-15 Scrrrth Kitsan School Disfricl 2Ol5 Cenital Facil ities Plen VN. DISTRICT FINAFICE PLAF{ The principal funding mechanism for school facility construction and modernization has traditionally been voter approved bonds. More recently, school districts have been turning to capital levies to support modernizations and elementary school new construction projects. Other funding sources can include state funding assistance and development impact (mitigation) fees. General Obllsation Bonds Bonds are typically used to fund construction of new schools and other major capital improvement projects, A 60Vo voter approval is required for passage. Bonds are then retired over time through the collection of property taxes. The South Kitsap School District had an assessed valuation of $6,123,112,269 as of August 31, 2014. The limit for all outstanding bonds for SKSD is 57o of assessed value or $306,155,613. The District had $5,645,48I of debt as of August 31,2014, and therefore has a current bonding capacity of $300,510,132. State Fundlne3ssistance The source of State Funding Assistance, formerly State Match Funds, is the Common School Construction Fund. Bonds are sold on behalf of the fund then retired with revenues acctuing predominantly from the sale of renewable resources (i.e., timber) from state school lands set aside by the Enabling Act of 1889. If these sources are insufficient to meet the needs of the program, the Legislature can appropriate additional funding, or the State Board of Education can ration project funding on a priority basis. School district.s may qualify for state funding assistance for specific capital projects based on an eligibility system. Eligible projects are prioritized using seven different criteria. Funds are then disbursed to districts on a percentage basis that is based on a formula that compares each district's assessed valuation per pupil relative to the entire state assessed valuation per pupil. This percentage is known as the Funding Assistance Percentage, formerly State Match Ratio, The base to which this percentage is applied is the cost of construction as determined by the "Construction Cost Allocation" multiplied by the "Eligible Area". The Construction Cost Allocation (CCA) is used by OSPI to help define or limit its level of financial support for school construction, It is a budget driven value that is not intended to fully reflect the actual cost of school construction in Washington State. The Eligible Area portrays either the square footage of new space required to address unhoused students for an enrollment project, or the building square footage approved for upgrade or replacement for a modernization project. State funding assistance is available to assist districts with construction costs for enrollment and modernization related school construction projects but cannot be used for site acquisition, the purchase of portables or for normal building maintenance. Because the availability of state assistance funds may not always keep pace with the enrollment growth or modernization needs of all of Washington's school districts, assistance funds from the state may not be received by a school district until two or three years after a school project has begun. In such cases, a district may be required to "front fund" meaning it must be prepared to finance the entire project with local funds. The State's share of the project funding is then provided to the district later in the form of a reimbursement. In some cases projects may not receive any state assistance at all. State funding assistance is not guaranteed. 39 Appendix C Ordinance No. 023-15 Sorrth Kitsan District 2015 Canital Faci Plan New Development Mitigationfi mpact Fegs The authority for local jurisdictions to condition new development on the mitigation of school impacts is provided for under the State Subdivision Act, Chapter 58.17 RCW, the State Environmental Policy Act, Chapter 43.2IC RCW, and the Growth Management Act, Chapter 36.704 RCW. These state statutes seek to ensure that adequate public facilities are available to meet the demands of new growth by authorizing permitting jurisdictions to condition development approval on the implementation of mitigation measures that enable local jurisdictions to meet the infrastructure demands of new development, Subdivision Act Mitieatio4 RCW 58.17.110 requires the permitting jurisdiction to find that proposed plats adequately provide for schools and school grounds. The proposed development must provide land sufficient to ensure that such facilities are prouided fbr potential new students. a r SEPA Mitieation. SEPA provides that localjurisdictions may condition the approval of anew development to the mitigation of specific adverse environmental impacts which are identified in SEPA envfonmental documents. See RCW 43.21C,060. Under SEpA, the "built environrnent" includes public schools. ,see wAC 197 -rr-444(2) (d) (iii). r G,MA Mitieatio4. Development impact fees have been adopted by Kitsap County and theCity of Port Orchard as a means of supplementing traditional funding sources for the construction of public facilities needed to accommodate new development. The City of Bremerton does not impose an impact fee on new development. The District participates in the permit review processes of jurisdictions within its boundaries to ensurp thlt its interests are considered when new developments are proposed that will generate additional students. Six-Year Finance Plans The Six'Year Capitat Finance Plan (Table 12) portrays how South Kitsap School District intends to fund improvements to school facilities for the years 2015 through 202e, 4tJ Appendix C Ordinance No.023-15 South Kitsan School District 2015 Caoital Plan Sources: CFP Balance/Impact Funds (Aug 20l ) Impact Fee Collections 2015-2020 (est.) Transfer from General Funds State Matching Funds (est.) Sale of General Obligation Bonds Improvements to Existing Facilities Uses: CFP Balance/Impact Funds (Aug 2020 est.) Improvements to Existing Facilities Construction for Enrollment Growth Site Acquisition Construction of Support Facilities Interim Classroom Space Program Changes Balance: Table 12 Capital Finance Plan (2015-2020) ,000,164$ $ $ $ $ I I ,43 8,680 0 0 0$ 4.750"000 $7,188,844 $ 378,769$ 4,750,000$0$ 1,760,075$0$ 300,000$0 $ 7.188.844 $0 4t Appendix C Ordinance No.023-15 Snrrlh Kitcan Di.strict ?.Ol 5 Canital Fnni Plan VUI. I}NFI.'NDED NEED CALCULATION The calculation of the South Kitsap School District unfunded need in suppor.t of jurisdictional school impact fee collection is provided on the spreadsheets that follow. This calculation recognizes projected costs anticipated over the life of the six-year plan including acquisition costs for interim housing and debt service payments on a 56 acre school site that was purchased in 2005. The "Unfunded Need Total" on the last line of the SKSD Impact Fee Calculation document portrays the cost of addressing new home construction related eruollment growth identified within the six-year capital construction plan. This value is greater than the actual school impact fees specified and collected under respective Kitsap County and City of Port Orchard impact f'ee ordinances. 42 Appendix C Ordinance N0.023-15 Sorrth Kitsan School Di ?Ol5 Cnnitel Fecilitie.c Plnn De$cdption Stdent 0eneration Factor.SFll $tudent Oemntion Faclor.SFll Studerrt Gernration Factor-EFll Student Generalion Factor.lt,l FH $tudenl 0eneration Faclor.MFll Studer{ 0eneralion Factor.MFll FacilityAueage Facility Acreage Facility Acreage Cost perAue Facility Size' llew Oomtruction Facility $ize . I'lew Comtruclion Facility S[e - New Constnntion Facility She . Temporary Construclion Facility Size. Temporary Conshudion Facili$ Size . Temporary Consttudion Pertnanerrl $q, Footage (Total) Permanent 8q, Footage ftotal) Pumarnnt $q, Foolage [foH] Porlabh $q. Foolage (Total) Portable $q, Foolage (Tolal) Portable Sq Footage (Total) Facili$ Cnst . I'lew Construction Facility Co$ . I'lew Construclion Facility Cosl. llbw Conslrudion Facility Cosl - Iemporary Construdion Facilily Cosl. Iemporary Constrdion Facilily ftsl . Iemporary Construdion Boeckh ldexl Area Cost Allowane $Pl Footage $PlFmtage SPlFmlage State li4atch Ratio Average Assessed Value. SFH Average Assessed Value. MFH Capital Bord lnterest Rate Years Amorthed Prcpeily Tu Lery Rate. CapitalConstruction Grade$pan Elemeilary Jr, High $. Htgh Elemeilary Jr, Hlgh sr, Hhh Elementary Jr, lligh $, llbh Ail Elementary Jr, lligh $, High Elementary Jr. lligh Sr.r{gh Elemer{ary Jr, High $, Hrgh Elementary Jr, High $, Huh Elementary Jr, High $, lligh Elementary JL Hrgh $r, llqh Ail Elementary Jr, High $, Hbh All All Ail Ail Ail Ail Unitl $ludenl$RestCenm SludentdResidenm SludentslResi'dence $tudertl$Residettce $tudentdResiienrm SludentdResidene Aues Aues Aues Cost/Acre Studenls/$chool Students/School Sludettl$/$chool $tudenl/Classroom StudentCIlasroom $tuderil/Classmom Squae Feet Squue Feet $quare Feel $quueFeet $quare Feet Square Feet Cost/ScMl Co$t/Schml Cosl/School Cosl/Portable Cost/Podable Cost/Portable Coslisq, fl, Sq, FL/Student Sq, Ft,/Student Sq, Ft,lStttdenl Percent Costltjttit Cost/Un'lt Pucenl Years Costl$lm0A,V, Value 0,32 0,10 0,10 0,18 009 0,09 14,00 22,00 42,00 $1 15,000 550 s0 1800 24 26 20 507894 286193 345474 45900 10900 10000 Comnntllg 200i Kendrick Demographic Slrdy 2007 hndrhk Denngraphic Slldy 2007 Kendrhk Denngraphic $tudy 2007 Kendrhk Derugtaphic Study 2001 Kedrick Demgraphic Sludy 2007 Kendrick Denpgrahic Sludy O{slricl Average DistrictAverage Planfor l'{ew lllgh School MaketEslimale District $landard 0istrht Slandard Planlot [bw llfih Sclnol Di$tilctLOS DhtrhtLOS DhtrhltOS ttate Study & Survey $tate $tudy& Suruey State $tudy & $urvey Podables lnventory Poilables lnventory Portables lrltnntory Standard Dbl Porlable includinq $ile Cosls $tandard Dbl Poflable including Site Costs Standard Dbl Porlable including Site Costs Kitsap County Assesmr SFH 2015 Kitsap County Assessor $Fll 20.l5 @ 50% $300,000 $300,000 $300,000 $200.70 90,0 121,3 130,0 59.s8% $201,200 $100,030 0,000/o 10 $0,00 0$Pl .2015 osPr.2015 osPr.2015 o$Pr .2015 osPt.2015 43 Appendix C Ordinance No. 023-15 South Kitsao District 2015 Canital ties Plan School Slte Acoulsltlon Cost: f(Acres X Cosf per Acre)/Facillty Capacirfl X Sludent Generation Factor Cost per FacllltyAcre Capacity $115,000.00 550 900 $1 1 5,000.00 'r800 CALCUI.ATIONS Cost p€r SFH $936.73 $0.00 $268.33 $1,205.06 Cost per SFH $0.00 $0.00 $0.00 Coet per SFH $165.77 $0.00 $0.00 $165.77 Cost por SFH $0.00 $0.00 $0.00 SFH 0,00% 10 $0.00 $0.00 SINGLE FAffILY $1,205.06 $0.00 $1 65.77 $0.00 $o'oo $1,370.83 Cost per MFH $526.91 $0.00 $241.50 $768.41 Cost per MFH $0.00 $0.00 $0.00 Goat per MFH $93.24 $0.00 $0.00 $93.24 Cost p€r MFH $0.00 s0.00 $0.00 MFH 0.00% 10 $0,00 $0.00 MULTIFAIIIILY $768"41 $o.oo $93.24 $0,00 $0.00 $861.65 Elementary Facllfty Acreage 14 22 42 SGF SFH 0.32 0.10 0.10 SGF MFH 0.18 0.0s 0.09 High High Jr. Sr. School Constructlon Cost: ((Facility QosuFaeilily capacity) X student Generation Farctor) X permanent/Totat sq. Ft.) %Perrnl Facllity Facllity SGF SGF Total Sq. Ft. Cost Slze SFH MFH92% 550 0.32 0.18940/o 900 0.10 0.0997% 1800 0.10 0.09 Elementary High High Jr. Sr T€mporarv Faclllty Cost: (Facility cosaFacillty capacity) X student Generation Factor) X (Temporary/sq. FI) Elementary % Temp/ Facillty Facillty Total $q. Ft. Cost Size8% $300,000.00 4860/0 523% 52 SGF SFH 0.32 0.10 0.10 SGF MFH 0.18 0.09 0.09 High l-figh Jr. Sr, State Match Credlt Area cost Allowance X sP/ $q. Ftx state Match x sfudsnf Generation Factor Elementary Boeckh lndex $206.70 $206.70 $206.70 Tax Pavment Credit Average Assessed Value Capital Bond lnterest Rate Net Present Value of Average Dwelling Years Amortized Property Tax Levy Rate SPI StAtE SGF SGFFootage Match % SFH MFH90.00 0,32 0.18121.30 0.10 0.09130.00 0.10 0.0s Present Value of Revenue Stream NEED SUMMARY School Site Acquisitlon Cost Permanent Facility Cost Temporary Facility Cost State Match Credit Tax Payment Credit UNFUNDED NEED TOTAL High High Jr. Sr 44