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HomeMy WebLinkAboutORD1160ORDINANCE NO.1160 AN ORDINANCE OF THE MAYOR AND CITY COUNCIL OF THE CITY OF APACHE JUNCTION, ARIZONA,AMENDING DEVELOPMENT FEES,AND ADOPTING THAT CERTAIN DOCUMENT FILED WITH THE CITY CLERK ENTITLED "AMENDMENTS TO APACHE JUNCTION CITY CODE VOLUME LAND DEVELOPMENT CODE,CHAPTER 7,ARTICLE 7-1 DEVELOPMENT FEES"BY REFERENCE:ESTABLISHING AN EFFECTIVE DATE;REPEALING ANY CONFLICTING PROVISIONS;AND PROVIDING FOR SEVERABILITY. WHEREAS,new development within the City of Apache Junction (hereafter referred to as "City -)creates additional demands and generates the need for capital improvements to the major roadway system,police,park & open space, library,and municipal building facilities:and WHEREAS.the City intends for new development to pay for its "proportionate share -of the capital costs associated with infrastructure needed to serve City residents:and WHEREAS,municipalities in Arizona have broad authority to impose development fees under Arizona Revised Statutes §9-463.05:and WHEREAS,the imposition of development fees is one of the preferred and most direct methods of ensuring that development bears a proportionate share of the cost of capital facilities necessary to accommodate new development:and WHEREAS.the City originally adopted development fees for roads,police, parks,and library and municipal building facilities in December,1996 and amended them in February,1998;and WHEREAS,the City entered into a contract with James Duncan and Associates to assist the City in updating the existing development fees and to determine the maximum development fees for parks and open space:and WHEREAS,in December 2001,James Duncan and Associates prepared a report entitled "Development Fee Update Study",which sets forth methodology and analysis for the determination of the impact of new development on the need for and costs for additional roadway,police,parks and open space,library, and municipal building facilities. NOW,WHEREFORE,the Mayor and City Council of the City of Apache Junction, ordain as follows: ORDINANCE NO.1160 PAGE 1 OF 3 SECTION I IN GENERAL That certain document entitled "Amendments to Apache Junction City Code Volume II,Land Development Code,Chapter 7,Article 7-1 Development Fees," three copies of which are on file in the Office of the City Clerk of the City of Apache Junction,Arizona,which document was made a public record by Resolution No.02-03 of the City of Apache Junction,Arizona,is hereby referred to,adopted and made a part hereof as if fully set out in this Ordinance. SECTION I I EFFECTIVE DATE The provisions of this Ordinance and public record adopted herein are effective from and after August 6,2002. SECTION III REPEALING ANY CONFLICTING PROVISIONS All ordinances and parts of ordinances in conflict with the provisions of this Ordinance or any part of the Code adopted herein by reference are hereby repealed. SECTION IV PROVIDING FOR SEVERABILITY If any section,subsection sentence,phrase,clause or portion of this Ordinance or any part of the Code adopted herein by reference is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction,such decision shall not affect the validity of the remaining portions thereof. PASSED AND ADOPTED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF APACHE JUNCTION,ARIZONA,THIS 7TH DAY OF MAY ,2002. SIGNED AND ATTESTED TO THIS 7TH DAY OF MAY ,2002. DOUGLAS /COLEMAN Mayor ORDINANCE NO. 1160 PAGE 2 OF 3 ATTEST: KATHLEEN CONNELLY City Clerk APPROVED AS TO FORM: 425 02_ R.JOEL STERN City Attorney ORDINANCE NO. 1160 PAGE 3 OF 3 AMENDMENTS TO APACHE JUNCTION CITY CODE,VOLUME I I LAND DEVELOPMENT CODE, CHAPTER 7 ARTICLE 7-1 DEVELOPMENT FEES ARTICLE 7-1-1 DEVELOPMENT FEES -GENERAL PROVISIONS A.Title,Purpose,and Administration 1.This Article 7-1 of the Land Development Code shall be known as the "Development Fee Ordinance,"and may be referred to herein as this Ordinance." 2.This Ordinance assesses development fees to offset the costs to the City associated with providing necessary public services to a development.The fees shall:1)result in a beneficial use to the development,2)bear a rational relationship to the burden of the developer,and 3)be assessed in a non-discriminatory manner. The development fees to be paid by each new development pursuant to this Ordinance are to be proportional to the impact that the new development will have on the types of facilities for which the fees are charged. 3.The City official with primary responsibility for administering this Ordinance is referred to herein as the "Development Fee Administrator."The Development Fee Administrator shall be the Director of Development Services unless another person is so designated by the City Manager.The Development Fee Administrator may delegate authority conferred by this Ordinance to other City staff. B.Applicability The collection of development fees shall apply to all new development in the City,unless otherwise provided herein.Until any development fee has been paid in full,no building permit,electrical permit, certificate of compliance,certificate of occupancy,or other permit for any development shall be issued.A stop work order shall be issued Article 7-1 Development Fees Page 1 of 32 by the Building Official on any development for which the applicable development fee has not been paid in full. 1.Park and open space and library development fees shall apply only to new residential development. 2.The movement of a structure onto a lot or parcel shall be considered development and shall be subject to the development fee provisions,unless otherwise provided herein. 3.The residential categories for Development Fee collection are as follows: a.single-family,detached residential units,including site- built,manufactured,and modular; b.mobile and manufactured home and recreational vehicle spaces in a designated park:and c.individual dwelling units in a multi -family dwelling unit project. 4.Development fees for mobile/manufactured home and recreational vehicle parks shall be assessed for the entire development,based on the number of mobile home and recreational vehicle spaces created at the time of application for the first building, electrical or other permit for the development.No additional development fees shall be assessed on subsequent building or electrical permits in the mobile home or recreational vehicle park unless additional spaces are created.Development Fees for mobile/manufactured homes placed on single parcels shall be assessed in the same manner as site -built or conventional homes. 5.The development fee provisions shall not apply to the following actions: a.placing on a lot or parcel in the City a temporary construction trailer or office,but only for the life of the building permit issued for the construction served by the trailer or office: Article 7-1 Development Fees Page 2 of 32 b.expansion,upgrade,repair or replacement of an existing residential dwelling unit on a lot or parcel with a legal, conforming,residential dwelling unit or structure:and c.any development,including but not limited to,the mere subdivision of land,installation of utilities,or the use of land for limited recreational,agricultural,filling or dredging purposes which,in the opinion of the Development Fee Administrator,will not result in a net increase of more than one (1)one-way Average Daily Trip. C.Service areas 1.The following development fee services are hereby established: a.for the purpose of road development fees,the service area shall be all of the incorporated area of the City: b.for the purpose of police development fees,the service area shall be all of the incorporated area of the City: c.for the purpose of park and open space development fees, the service area shall be all of the incorporated area of the City: d.for the purpose of library development fees,the service area shall be all of the incorporated area of the City and: e.for the purpose of municipal building development fees,the service area shall be all of the incorporated area of the City. 2.Development fees shall be assessed only on new development located within the service area. 3.Development fees collected within the service area shall be spent within the service area. 4.The appropriateness of the designation and boundaries of the service areas shall be reviewed by the City as part of the development fee revision process set forth in Section 7-1-1.0 Updates and Revisions of the Development Fees.Following such review and a public hearing,the services areas may be amended. Article 7-1 Development Fees Page 3 of 32 D.Reserved E.Calculation of Development Fees Based on Fee Schedule 1.Unless an applicant requests an individual assessment as set forth in the following subsection,the development fees shall be calculated for the proposed development based on any plan approval and/or permit allowing the use,according to the applicable fee schedule. 2.The following development fee schedules have been adopted by City Council ordinance and are incorporated herein by reference: a.Road Development Fee Schedule (see also Section 7-1-2.A): b.Police Development Fee Schedule (see also Section 7-1-3.A): c.Park and Open Space Development Fee Schedule (see also Section 7-1-4.A): d.Library Development Fee Schedule (see also Section 7-1- 5.A): e.Municipal Building Development Fee Schedule (see also Section 7-1-6.A). 3.The land uses specified in the development fee schedules shall be interpreted as follows: a.Single-family Detached shall include "dwelling,single- family"as defined in § 5.0101 of the City Zoning Ordinance.The definition includes mobile and manufactured homes when located on a platted lot outside of a mobile home park. b.Mobile Home shall include "mobile home"and "manufactured home"as defined in §5.0101 of the City Zoning Ordinance and as defined in A.R.S.§ 41-2142(29),and shall be interpreted as the creation of a new mobile home or recreational vehicle (as defined in A.R.S.§ 41-2142(29)) space in a mobile home or recreational vehicle park. Article 7-1 Development Fees Page 4 of 32 c.Assisted Living Facility shall include multi -family dwelling units used or designed to be used by older persons,persons with disabilities or other persons needing assistance with day-to-day living matters,but not including nursing homes,hospitals or convalescent care facilities. d.Multi -family shall include any "dwelling unit"as defined in Section 5.0101 of the City Zoning Ordinance that does not fit the definition of Single-family Detached,Mobile Home,or Assisted Living Facility. e.Nonresidential land uses in the road,police,and municipal building development fee schedules shall be defined according to the descriptions of land uses in the most current edition of Trip Generation,published by the Institute of Transportation Engineers,provided that retail uses not separately identified shall be classified in the shopping center category,and institutional uses not separately identified shall be classified in the general office category. 4.The units of development specified in the fee schedule shall be interpreted as follows: a.a dwelling shall be interpreted as "dwelling unit"as defined in Section 5.0101 of the City Zoning Ordinance, provided that i t shall also be interpreted as the creation of a new mobile home or recreational vehicle space in a mobile home or recreational vehicle park,and b.building square footage shall be measured in terms of gross floor area,measured from the outside surfaces of the building walls. 5.For categories of uses not specified in the applicable development fee schedule,the Development Fee Administrator shall apply the category of use set forth in the applicable fee schedule that he or she deems to be most similar to the proposed use. 6.If any plan or permit approval for the proposed development indicates a mix of uses in the development,the development fees Article 7-1 Development Fees Page 5 of 32 shall be calculated separately for each use and the results aggregated. 7.For an addition,or to remodel or replace existing structures,or for a change of use to an existing structure,the development fee to be paid shall be the difference,if any.between: a.the fee,if any,that would be payable for existing development on the site or,in the case of demolition or removal of a structure,the previous development on the site,provided that the demolition or removal has occurred within one (1)year of the date of submittal of the application for which development fees are assessed:and b.the fee,if any,that would be payable for the total development on the site after the new development. 8.After receiving a written request of an applicant,the Development Fee Administrator shall provide an estimate of the current fee based on the data provided by the applicant. However,such estimate does not establish any vested rights to build or develop the property. F.Individual Assessment of Development Fees If any applicant believes that the impact of the proposed development will be substantially less than would be indicated by using the fee schedule,such person may request to perform an individual assessment of the impact of the proposed development at their own cost.A request for an individual assessment must be made before submitting an application for a building permit. 1.The individual assessment shall be subject to the following special standards and procedures: a.Road Development Fees (as set forth in Section 7-1-2.B): b.Police Development Fees (as set forth in Section 7-1-3.B): c.Park and Open Space Development Fees (as set forth in Section 7-1-4.B): d.Library Development Fees (as set forth in Section 7-1-5.B): Article 7-1 Development Fees Page 6 of 32 e.Municipal Building Development Fees (as set forth in Section 7-1-6.B): 2.If the Development Fee Administrator accepts the computations of the individual assessment under this Section.the applicable fee shall be determined from the individual assessment. G.Collection of Development Fees 1.Except as set forth in the following paragraph,the development fees for all new development shall be calculated and collected in conjunction with the application for the first building permit or electrical permit,certificate of compliance or occupancy,or other permit subsequent to development plan approval for such development,whichever occurs first in time. 2.For other uses not ultimately requiring a building permit, electrical permit,certificate of compliance or occupancy,or other permit,the fee shall be calculated and collected at such time as determined by the Development Fee Administrator. H.Fund Accounting for Development Fees 1.The City Finance Department shall establish a separate accounting fund in which the development fees collected for a particular type of facility within the service area shall be credited.Such fees shall be invested by the City and the yield on such fees,at the actual rate of return to the City,shall be credited to such accounting fund periodically in accordance with the accounting policies of the City.Such funds need not be segregated from other City monies for banking purposes. 2.Any yield on such accounting fund into which the fees are deposited shall accrue to that fund and shall be used for the purposes specified for such fund. 3.The City Finance Department shall maintain and keep financial records for such accounting fund showing the revenues to such fund and the disbursements from such fund,in accordance with normal City accounting practices.The records of such fund shall be open to public inspection in the same manner as other financial records of the City. Article 7-1 Development Fees Page 7 of 32 I.Expenditure of Development Fees Development fees may only be spent on qualifying improvements,as follows: 1.Road Development Fees shall be spent as set forth in Section 7-1- 2.C: 2.Police Development Fees shall be spent as set forth in Section 7- 1-3.C: 3.Park and Open Space Development Fees shall be spent as set forth in Section 7-1-4.C: 4.Library Development Fees shall be spent as set forth in Section 7-1-5.C: 5.Municipal Building Development Fees shall be spent as set forth in Section 7-1-6.C. J.Refunds of Development Fees 1.Any development fee or portion thereof collected pursuant to this Ordinance which has not been committed for a use permitted by Section 7-1-1.1 Expenditure of Development Fees,within seven (7)years from the last day of the fiscal year in which it was received by the City,shall be refunded to the current record owner of the property on file at the County Recorder's Office upon written application on a form prescribed by the Development Fee Administrator.Development fees shall be deemed to be "committed"in the order in which they are received by the City. The refund shall include accrued interest at the rate of return on investments earned by the City on such amount.In disbursing such funds,the City may rely on the written certification of the current record owner of the property as to his or her entitlement to the refund,in the absence of a written assertion by another party that such proposed payee is not the proper payee.I f in doubt,the City may deposit such funds in an appropriate court for disposition as the court may determine.In such event,the City may deduct,from the funds deposited,an amount equal to the reasonable cost of causing the funds to be deposited with the Article 7-1 Development Fees Page 8 of 32 court,including reasonable attorneys fees.Failure to file a refund request with the Development Fee Administrator more than six months from the date the development fee was paid to the City shall be deemed waived by the applicant • 2.The applicant may apply for a refund of the development fee and accrued interest in writing within sixty (60)calendar days after the expiration of the building permit or other approval (or any extension thereof)on which it was assessed if no construction has commenced within the allowable building permit period. 3.The city shall charge an administrative fee for verifying and computing the refund of three percent (3%)the amount of the refund. K.Offsets to Development Fees Offsets,which are reductions from the development fee that would otherwise be due from a development,shall be subject to the following provisions. 1.An offset shall be applied against development fees otherwise due for qualifying improvements,as defined in Section 7-1-1.1 Expenditure of Development Fees,that are required to be made by a developer as a condition of development approval. Offsets shall be allowable and payable only to offset development fees otherwise due for the same category or improvements and shall not result in reimbursement from nor constitute a liability of the City. 3.Offsets shall be given only for the value of any construction of improvements or contribution or dedication of land or money by a developer or his or her predecessor in title or interest for qualifying improvements of the same category for which a development fee was imposed.Offsets shall not be provided against road development fees for dedication of rights -of -way since land costs were not included in the development fee calculations. 4.The person applying for an offset shall be responsible for providing appraisals of land and improvements,construction cost figures.and documentation of all contributions and dedications Article 7-1 Development Fees Page 9 of 32 necessary to the computation of the offsets claimed.The Development Fee Administrator shall prepare an analysis and response to the offset claim and submit both to the applicant. The Development Fee Administrator shall have the final decision with regard to approval or denial of an offset claim,subject to appeal to the City Council as set forth in 7-1-1(M),below. Approvals may be all or in -part. 5.The value of land dedicated or donated shall be based on the appraised land value of the parent parcel.A land value is based on the date of transfer of ownership to the City.A certified appraiser who was selected.and paid for by the applicant and who used generally accepted appraisal techniques shall determine the value.If the City disagrees with the appraised value,the City may hire another appraiser at the City's expense and the value shall be an amount equal to the average of the two appraisals. If either party rejects the average of the two appraisals,a third appraisal shall be obtained,with the cost of such third appraisal being shared equally by the property owner and the City.The third appraiser shall be selected by the first two appraisers,and the third appraisal shall be binding on both parties. 6.Offsets provided for qualifying improvements meeting the requirements of this Section shall be valid from the date of approval until seven (7)years after the date of approval or until the last date of construction within the project,whichever occurs first. 7.The right to claim offsets shall run with the land and may be claimed only by owners of property within the development for which the qualifying improvement was required. 8.Any claim for offsets must be made in writing no later than the time of submittal of a building permit application or application for another permit that is subject to development fees.Any claim not so made shall be deemed waived. L.Developer Agreements for Development Fees 1.Where a development includes or requires a qualifying improvement as defined in Section 7-1-1.1 Expenditure of Development Fees. the City and the developer may agree in writing to have the Article 7-1 Development Fees Page 10 of 32 developer participate in the financing or construction of part or all of the qualifying improvements.Such agreement may provide for cash reimbursements,offsets,or other appropriate compensation to the developer for the developer's participation in the financing and/or construction of the improvements. 2.The agreement shall include: a.the estimated cost of the qualifying improvements,using the lowest responsive bid by a qualified bidder,which bid is approved by the Development Fee Administrator:or,if no bid is available,the estimated cost certified by a licensed Arizona engineer and approved by the Development Fee Administrator: b.a schedule for initiation and completion of the improvement: c.a requirement that the improvement be designed and completed in compliance with any applicable City ordinances:and d.such other terms and conditions as deemed necessary by the City. M.Relief Procedures and Hearings The developer who owes,has paid a development fee,or disputes the offset amount determined by the Development Fee Administrator may appeal to the Mayor and City Council.Such appeal must be filed with the Development Fee Administrator in writing:1)within (30)calendar days after the date the City notified the developer of an assessment or offset determination:or 2)within thirty (30)calendar days after the developer paid the development fee.In either case,any building permit issued before the appeal is filed shall be considered stayed until after the appeal process has concluded.Any work in progress completed during the appeal process shall be performed at the developer's own risk.Failure to pay the development fees as determined on appeal shall result in the withholding by the City of the Certificate of Occupancy of Developer's project.The City Council must hold a hearing on the appeal within forty-five (45)calendar days after received by the Development Fee Administrator.The Council's failure to hold a public hearing within the forty-five (45)calendar days Article 7-1 Development Fees Page 11 of 32 absent a continuance request by the developer,shall result in the developer's position prevailing over the City's.The decision of the Mayor and City Council shall be considered the final administrative decision of the City. N.Development Fee as Supplemental Regulation to Other Financing Methods 1.Except as herein otherwise provided,development fees are in addition to any other requirements,taxes,fees,or assessments imposed by the City on development or the Issuance of building permits or certificates of occupancy which are imposed on and due against property within the jurisdiction of the City. Development fees are intended to be consistent with the City's Comprehensive Plan,Capital Improvements Program,Land Development Code,and other City policies,ordinances and resolutions by which the City seeks to ensure the provision of capital facilities in conjunction with development. 2.In addition to the use of development fees,the City may finance qualifying capital improvements through the issuance of bonds, the formation of assessment districts or any other authorized mechanism,in such manner and subject to such limitations as provided by law. 0.Updates and revisions of the Development Fees 1.Not less often than every three (3)years,the Planning and Zoning Commission,following a public hearing,shall review and, if warranted,recommend changes in the schedules of development fees.Factors to be considered may include,without limitation, past and projected growth in residential and nonresidential development,qualifying improvements actually constructed, changing levels of service,revised cost estimates for qualifying improvements,changes in the availability of other funding sources,changes in demand generation characteristics,sources of non -City funds and such other factors as may be relevant. 2.On January 1st,following each calendar year during which the development fee schedules have not been updated to reflect changes in construction costs,the Development Fee Administrator shall prepare updated development fee schedules to reflect changes in average construction costs as provided herein.The Article 7-1 Development Fees Page 12 of 32 Development Fee Administrator shall also calculate updated net costs per service unit to be used in individual development fee calculations using the same procedure.The proposed revisions shall then be presented to the Mayor and City Council for action. a.The fees in the development fee schedules and the net costs per service unit shall be multiplied by the following Construction Cost Factor. • b.The Construction Cost Factor shall be the ratio of the most current quarterly national Construction Cost index (CCI) published by Engineering New -Record magazine,divided by the CCI for the same quarter of the previous year.In the event that the CCI ceases to be published,the Construction Cost Factor shall be calculated in a comparable manner using the national Consumer Price Index,and All Urban Consumers published by the U.S.Census Bureau. SECTION 7-1-2 ROAD DEVELOPMENT FEES A.Road Development Fee Schedule At the option of the applicant,the road development fee may be calculated based on the adopted road development fee schedule.The Development Fee Administrator shall determine the land use category in the fee schedule that best represents the proposed use in terms of trip generation characteristics.In the event that the Development Fee Administrator determines that the land use categories,trip generation rates,or primary trip factors in the fee schedule do not accurately reflect the proposed development,the Development Fee Administrator shall determine the fee based on the land use categories,trip generation rates or equations and/or primary trip data contained in the most current edition of the Institute of Transportation Engineers Trip Generation manual ("ITE manual").The Development Fee Administrator shall make the determination of the appropriate land use category,trip generation rate,or equation and primary trip factor,based on the appropriateness and quality of the data,guidelines for determining whether to use trip generation rates or equations set forth in the ITE manual,and other relevant considerations.Once the appropriate land use and travel demand factors have been determined,the Development Fee Administrator shall calculate the fee using the following formula. FEE Article 7-1 Development Fees Page 13 of 32 = VMT x NET COST/VMT VMT = TRIPS x PERCENT NEW x LENGTH 2 NET COST/VMT = COST/VMT -CREDIT/VMT COST/VMT = COST/VMC x VMC/VMT Where: VMT = Vehicle -miles of travel placed on the major roadway system during and average week day TRIPS = Average daily trip ends PERCENT NEW LENGTH system - 2 COST/VMC VMC/VMT CREDIT! VMT =Percent of trips that are primary trips,as opposed to pass -by or diverted -link trips = Average length of trip on major roadway = Avoids double -counting trips for origin and destination = Average cost to create a new vehicle -mile of capacity (VMC) = The system -wide ratio of capacity to demand on the major roadway system = Revenue credit per VMT B.Individual Assessments of Road Development Fees 1.The Road Development Fee shall be calculated based upon individual assessment.An individual assessment shall be at the cost of the applicant and shall be prepared by a qualified traffic engineer firm. 2.The traffic study shall be signed by the traffic engineer submitting the assessment and shall include,without limitation, the following elements: Article 7-1 Development Fees Page 14 of 32 a.a projection of the number of vehicular trips entering and departing from the project during an average weekday: b.if the site is already developed,and some or all of the existing development will be replaced by the completed project,a calculation of the number of vehicular trips for that portion of the existing development which will be replaced by the completed project: c.the percentage of those trips identified in (a.)and (b.) above which are "primary trips"(as opposed to "pass -by trips"or "diverted -link trips"for which the project is not the primary destination): d.the average length of those trips on the City's major roadway system: e.the assumptions and conclusions from which any projections are made:if the assumptions or conclusions are derived from the current edition of the ITE manual or other standard reference materials,the materials shall be identified and appropriate excerpts or specific references provided:otherwise,the reasoning underlying the assumptions and conclusions shall be clearly stated in writing:and f.such information as the Development Fee Administrator shall reasonably request. C.Use of Road Development Fees 1.The revenues from road development fees collected within the service area and accrued interest on such revenues shall be used to finance project costs of qualifying major roadway improvements,as determined by the City Council. 2.Qualifying road improvements are limited to improvements to the City's major roadway system.The City's major roadway system consists of all City -maintained roadways or portions thereof that are classified as collectors or arterials by the City of Apache Junction's adopted Street Classification Plan on file within the Public Works Department.. Article 7-1 Development Fees Page 15 of 32 3.Qualifying improvement costs include project engineering costs: the construction cost of improvement,including,but not limited to,street travel lanes,public pedestrian and bicycle pathways, turning lanes,lighting,signalization,signage and landscaping improvements that are required for the roadway improvement to function effectively:and the principal,interest and other financing costs of bonds.notes or other obligations issued by or on behalf of the City to finance qualified improvements.Such revenues may also fund the cost of consultants used in updating the transportation portion of the Capital Improvements Program and in updating the road development fee computations. 4.Monies collected as road development fees shall not be used to pay for any of the following: a.construction,acquisition or expansion of public facilities other than qualifying road improvements: b.retirement of debt incurred for road facilities constructed before to March 1,1997: c.road improvements,such as acceleration or deceleration lanes,that primarily serve,or are needed to mitigate the impacts of an individual development: d.repair,operation or maintenance of existing streets: e.city personnel and consultants hired for purposes other than those expressly permitted under Section 7-1-2.C. subsections 1 and 2 above: f.streets and related transportation improvements that are within or adjacent to,and intended to serve only.a specific development such as a new residential subdivision: or g.acquisition of land or rights -of -way.Land costs are not included in the road development fee calculations and no development fee funds shall be expended on right-of-way acquisition,nor shall offsets against road development fees be provided for dedication of rights -of -way. Article 7-1 Development Fees Page 16 of 32 SECTION 7-1-3 POLICE DEVELOPMENT FEES A.Police Development Fee Schedule At the option of the applicant,the police development fee may be calculated based on the adopted police development fee schedule.The Development Fee Administrator shall determine the land use category in the fee schedule that best represents the proposed use in terms of functional population characteristics.In the event that the Development Fee Administrator determines that the nonresidential land use categories in the fee schedule do not accurately reflect the proposed development,the Development Fee Administrator shall determine the fee based on the land use categories,trip generation rates or equations,average vehicle occupancy and/or other data contained in the most current edition of the ITE manual or other appropriate source. The Development Fee Administrator shall make the determination of the appropriate land use category,trip generation rate or equation and other factors based on the appropriateness and quality of the data,the guidelines for determining whether to use trip generation rates or equations set forth in the ITE manual,and other relevant considerations.Once the appropriate land use,trip generation and other factors have been determined,the Development Fee Administrator shall calculate the fee using the following formula: FEE =Functional population/1000 sf x Net Cost per Functional Population Where: Functional population/1000 sf =(employee hours/1000 sf + visitor hours/1000 sf)+16 hours/day Employee hours/1000 sf =employees/1000 sf x 10 hrs/day Visitor hours/1000 sf =visitors/1000 sf x 1 hour/visit Visitors/1000 sf =weekday ADT/1000 sf x avg.Vehicle occupancy employees/1000 sf Weekday ADT/1000 sf =one-way average daily trips (total trip ends 2) Article 7-1 Development Fees Page 17 of 32 Net Cost per Functional Population shall be $99.11,unless the applicant provides convincing evidence that another net cost factor is more appropriate for the proposed development. B.Individual Assessments of Police Development Fees 1.The Police Development Fee may be calculated based upon individual assessment.An individual assessment shall be at the cost of the applicant and shall be performed by a traffic engineer or other qualified professional as approved by the Development Fee Administrator. 2.The individual assessment for a residential use shall include, without limitation,the data sources and calculations used to derive the average household size for the type of dwelling units proposed.The development fee per dwelling unit shall be calculated according to the following formula: FEE =Average Household Size x Occupancy Factor x Net Cost per Functional Population Where: Average Household Size is the average number of persons residing in occupied dwelling units of the proposed housing type. Occupancy Factor shall be 0.50 unless the applicant provides convincing evidence that another factor is more appropriate for the proposed development. Net Cost per Functional Population shall be $99.11 unless the applicant provides convincing evidence that another net cost factor is more appropriate for the proposed development. 3.The individual assessment for a nonresidential use shall include, without limitation,the following elements: a.a projection of the number of vehicular trips entering and departing from the project during an average weekday: Article 7-1 Development Fees Page 18 of 32 b.the average number of persons occupying vehicles entering the project: c.the average number of hours spent by employees and visitors at the site during an average weekday: d.the assumptions and conclusions from which any projections are made.If the assumptions or conclusions are derived from the current edition of the ITE manual or other standard reference materials,the materials shall be identified and appropriate excerpts or specific references provided.Otherwise,the reasoning underlying the assumptions and conclusions shall be clearly stated in writing:and e.such other information as the Development Fee Administrator shall reasonable request. 4.The Development Fee Administrator shall determine the fee based on the review of the individual assessment and the guidelines and formula described in the preceding Section 7-1-3.A,Police Development Fee Schedule or the formula for residential uses described in Section 7-1-3.B.2. C.Use of Police Development Fees 1.The revenues from police development fees collected within the service area and accrued interest on such revenues shall be used to finance project costs of qualifying police improvements,as determined by the City Council,provided that the improvements are located within the same service area. 2.Qualifying police improvements are limited to capital improvements to the City's Public Safety building,acquisition of land for or construction of police substations,acquisition of capital equipment required for police operations,or other similar improvements,including the principal,interest and other financing costs of bonds,notes or other obligations issued by or on behalf in the City to finance qualified improvements.Such revenues may also fund the cost of consultants used in updating the police portion of the Capital Improvements Program and in updating the police development fee computations. Article 7-1 Development Fees Page 19 of 32 3.Monies collected as police development fees shall not be used to pay for any of the following: a.construction,acquisition or expansion of public facilities other than qualifying police improvements: b.retirement of debt incurred for police facilities constructed prior to March 1.1997: c.repair,operation,maintenance or replacement of existing police facilities or capital equipment:and d.City personnel and consultants hired for purposes other than those expressly permitted under Section 7-1-3.C. subsections 1 and 2 above. SECTION 7-1-4 PARK AND OPEN SPACE DEVELOPMENT FEES A.Park and Open Space Development Fee Schedule At the option of the applicant,the park and open space development fee may be calculated based on the adopted park and open space development fee schedule. B.Individual Assessments of Park and Open Space Development Fees 1.The park and open space development fee may be calculated based upon individual assessment.An individual assessment shall be at the cost of the applicant and shall be performed by a qualified professional as approved by the Development Fee Administrator. 2.The individual assessment shall include,without limitation,the data sources and calculations used to derive the average household size for the type of dwelling units proposed.The development fee per dwelling unit shall be calculated according to the following formula: Article 7-1 Development Fees Page 20 of 32 FEE =Equivalent Dwelling Unit x Net Cost per Equivalent Dwelling Unit Where: Equivalent Dwelling Unit = the ratio of the average household size of the proposed housing type to the average household size of a typical single-family dwelling unit in Apache Junction. Average Household Size = the average number of persons residing in occupied dwelling units of the proposed housing type. Net Cost per Equivalent Dwelling Unit =$699.20,unless the applicant provides convincing evidence that another net cost factor is more appropriate for the proposed development. 3.The Development Fee Administrator shall determine the fee based on the review of the individual assessment and the guidelines and formula described in the preceding Section 6.1. C.Use of Park and Open Space Development Fees 1.The revenues from park and open space development fees collected within the service area and accrued interest on such revenues shall be used to finance project costs of qualifying park and open space improvements,as determined by the City Council, provided that the improvements are shown in the Capital Improvements Program and are located within the same service area. 2.Qualifying park and open space improvements are limited to acquisition of park and open space sites:park and open space site development costs,including grading,utilities, landscaping,lighting,fencing,signage and construction of parking facilities;acquisition,construction and installation of park and open space facilities and equipment;or other similar improvements,including the principal,interest and other financing costs of bonds,notes or other obligations issued by, or on behalf of,the City to finance qualified improvements. Such revenues may also fund the cost of consultants used in Article 7-1 Development Fees Page 21 of 32 updating the park and open space portion of the Capital Improvements Program and in updating the park and open space development fee computations. 3.Monies collected as park and open space development fees shall not be used to pay for any of the following: a.construction,acquisition or expansion of public facilities other than qualifying park and open space improvements; b.retirement of debt incurred for park and open space facilities constructed prior to March 1,1997; c.repair,operation,maintenance or replacement of existing park and open space facilities or capital equipment;and d.City personnel and consultants hired for purposes other than those expressly permitted under Section 7-1-4.C. subsections 1 and 2 above. SECTION 7-1-5 LIBRARY DEVELOPMENT FEES A.Library Development Fee Schedule At the option of the applicant,the library development fee may be calculated based on the adopted library development fee schedule. B.Individual Assessment of Library Development Fees Individual assessments of library development fees shall be allowed as follows: 1.The library development fee may be calculated based upon individual assessment.An individual assessment shall be at the cost of the applicant and shall be performed by a qualified professional as approved by the Development Fee Administrator. 2.The individual assessment shall include,without limitation,the data sources and calculations used to derive the average household size for the type of dwelling units proposed.The Article 7-1 Development Fees Page 22 of 32 development fee per dwelling unit shall be calculated according to the following formula: FEE =Equivalent Dwelling Unit of Proposed Housing Type x Net Cost per Equivalent Dwelling Unit Where: Equivalent Dwelling Unit = the ratio of the average household size of the proposed housing type to the average household size of a typical single-family dwelling unit in Apache Junction. Average Household Size = the average number of persons residing in occupied dwelling units of the proposed housing type. Net Cost per Equivalent Dwelling Unit =$262.16,unless the applicant provides convincing evidence that another net cost factor is more appropriate for the proposed development. 3.The Development Fee Administrator shall determine the fee based on the review of the individual assessment and the guidelines and formula described in the preceding Section B.1. C.Use of Library Development Fees 1.The revenues from library development fees collected within the service area and accrued interest on such revenues shall be used to finance project costs of qualifying library improvements,as determined by the City Council,provided that the improvements are shown on the Capital Improvements Program and are located within the same services area. 2.Qualifying library improvements are limited to acquisition of library sites;library site development costs,including grading, utilities,landscaping,lighting,fencing,signage and construction of parking facilities;acquisition,construction and installation of library facilities and equipment;or other similar improvements,including the principal,interest and other financing costs of bonds,notes or other obligations issued by or on behalf of the City to finance qualified improvements.Such Article 7-1 Development Fees Page 23 of 32 revenues may also fund the cost of consultants used in updating the library portion of the Capital Improvements Program and in updating the library development fee computations. 3.Monies collected as library development fees shall not be used to pay for any of the following: a.construction,acquisition or expansion of public facilities other than qualifying library improvements: b.retirement of debt incurred for library facilities constructed prior to March 1,1997: c.repair,operation,maintenance or replacement of existing library facilities or capital equipment:and d.city personnel and consultants hired for purposes other than those expressly permitted under Section 7-1-5.C, subsections 1 and 2 above. Article 7-1 Development Fees Page 24 of 32 SECTION 7-1-6 MUNICIPAL BUILDING DEVELOPMENT FEES A.Municipal Building Development Fee Schedule At the option of the applicant,the municipal building development fee may be calculated based on the adopted municipal building development fee schedule.The Development Fee Administrator shall determine the land use category in the fee schedule that best represents the proposed use in terms of functional population characteristics.In the event that the Development Fee Administrator determines that the nonresidential land use categories in the fee schedule do not accurately reflect the proposed development,the Development Fee Administrator shall determine the fee based on the land use categories, trip generation rates or equations,average vehicle occupancy and/or other data contained in the most current edition of the Institute of Transportation Engineers Trip Generation manual (ITE manual)or other appropriate source.The Development Fee Administrator shall make the determination of the appropriate land use category,trip generation rate or equation and other factors based on the appropriateness and quality of the data,the guidelines for determining whether to use trip generation rates or equations set forth in the ITE manual,and other relevant considerations.Once the appropriate land use,trip generation and other factors have been determined,the Development Fee Administrator shall calculate the fee using the following formula: FEE =Functional population/1000 sf x Net Cost per Functional Population Where: Functional population/1000 sf =(employee hours/1000 sf + visitor hours/1000 sf)+16 hours/day Employee hours/1000 sf =employees/1000 sf Visitor hours/1000 sf =employees/1000 sf Visitors/1000 sf =weekday ADT/1000 sf x occupancy -employees/1000 sf x 10 hrs/day x 1 hour/visit avg.Vehicle Weekday ADT/1000 sf = one-way average daily trips (total trip ends -2) Article 7-1 Development Fees Page 25 of 32 Net Cost per Functional Population = $64.24,unless the applicant provides convincing evidence that another net cost factor is more appropriate for the proposed development. B.Individual Assessments of Municipal Building Development Fees 1.The municipal building development fee may be calculated based upon individual assessment.An individual assessment shall be at the cost of the applicant and shall be performed by a traffic engineer or other qualified professional as approved by the Development Fee Administrator. 2.The individual assessment for a residential use shall include, without limitation,the data sources and calculations used to derive the average household size for the type of dwelling units proposed.The development fee per dwelling unit shall be calculated according to the following formula: FEE =Average Household Size x Occupancy Factor x per Functional Population Where: Net Cost Average Household Size = the average number of persons residing in occupied dwelling units of the proposed housing type. Occupancy Factor =0.50,unless the applicant provides convincing evidence that another factor is more appropriate for the proposed development. Net Cost per Functional Population =$64.24,unless the applicant provides convincing evidence that another' net cost factor is more appropriate for the proposed development. 3.The individual assessment for a nonresidential use = without limitation,the following elements: a.a projection of the number of vehicular trips entering and departing from the project during an average weekday: b.the average number of persons occupying vehicles entering the project: Article 7-1 Development Fees Page 26 of 32 c.the average number of hours spent by employees and visitors at the site during an average weekday; d.the assumptions and conclusions from which any projections are made.If the assumptions or conclusions are derived form the current edition of the TIE manual or other standard reference materials,the materials shall be identified and appropriate excerpts or specific references provided.Otherwise,the reasoning underlying the assumptions and conclusions shall be clearly stated in writing:and e.such other information as the Development Fee Administrator shall reasonably request. 4.The Development Fee Administrator shall determine the fee based on the review of the individual assessment and the guidelines and formula described in the preceding Section 7-1-6.A,Municipal Building Development Fee Schedule,or the formula for residential uses described in Section 7-1-6.B.2. C.Use of Municipal Building Development Fees 1.The revenues from municipal building development fees collected within the service area and accrued interest on such revenues shall be used to finance project costs of qualifying municipal building improvements,as determined by the City Council, provided that the improvements are shown on the Capital Improvements Program and are located within the same service area. 2.Qualifying municipal building improvements are limited to capital improvements to the City's administrative offices and vehicle maintenance facilities,including the principal,interest and other financing costs of bonds,notes or other obligations issued by,or on behalf of the City,to finance qualified improvements. Such revenues may also fund the cost of consultants used in updating the municipal building portion of the Capital Improvements Program and in updating the municipal building development fee computations. 3.Monies collected as municipal building development fees shall not be used to pay for any of the following: Article 7-1 Development Fees Page 27 of 32 a.construction,acquisition or expansion of public facilities other than qualifying municipal building improvements: b.retirement of debt incurred for municipal building facilities constructed prior to December 31,1997: c.repair,operation,maintenance or replacement of existing municipal building facilities or capital equipment:and d.City personnel and consultants hired for purposes other than those expressly permitted under Section 7-1-3.C, subsections 1 and 2 above. Article 7-1 Development Fees Page 28 of 32 ROAD DEVELOPMENT FEE SCHEDULE,2002 Land Use Unit Daily VMT Net per Cost VMT Net Cost per Unit Residential Single -Family Detached Dwelling 10.20 $145.56 $1,485 Multi -Family Dwelling 7.07 $145.56 $1,029 Mobile Home/Manufactured/RV Park Space 5.13 $145.56 $747 Assisted Living Facility Dwelling 2.30 $145.56 $335 Retail/Commercial General Retail/Shopping Center 1000 sq.ft.26.51 $145.56 $3,859 Auto Sales/Repair 1000 sq.ft.29.95 $145.56 $4,360 Building Material/Lumber 1000 sq.ft.31.73 $145.56 $4,619 Convenience Store/Gas Station 1000 sq.ft.33.82 $145.56 $4,923 Discount Store 1000 sq.ft.28.95 $145.56 $4,214 Drive -In Bank 1000 sq.ft.26.85 $145.56 $3,908 Hotel/Motel Room 7.39 $145.56 $1,076 Movie Theater 1000 sq.ft.62.35 $145.56 $9,076 Nursery/Garden Center 1000 sq.ft.28.82 $145.56 $4,195 Restaurant,Fast Food 1000 sq.ft.37.21 $145.56 $5,416 Restaurant,Sit -Down 1000 sq.ft.12.82 $145.56 $1.866 Office/Institutional General Office Building 1000 sq.ft.11.74 $145.56 $1,709 Medical Office 1000 sq.ft.38.49 $145.56 $5,603 Hospital 1000 sq.ft.17.87 $145.56 $2,601 Nursing Home 1000 sq.ft.5.01 $145.56 1.729 Church/Synagogue 1000 sq.ft.9.71 $145.56 $1,413 Day Care Center 1000 sq.ft.7.13 $145.56 $1,038 Elementary School 1000 sq.ft.1.08 $145.56 $157 High School 1000 sq.ft.2.24 $145.56 $326 Industrial/Warehouse General Light Industrial 1000 sq.ft.7.43 $145.56 $1,082 Warehouse 1000 sq.ft.5.28 $145.56 $769 Mini -Warehouse 1000 sq.ft.2.66 $145.56 $387 Article 7-1 Development Fees Page 29 of 32 POLICE DEVELOPMENT FEE SCHEDULE,2002 Land Use Type Unit Functional Population/ Unit Net Cost/ Functional Population Net Cost/ Unit Residential Single-family Dwelling 1.34 $99.11 $133 Multi -family Dwelling 1.29 $99.11 $128 Mobile home/Manufactured/RV Park Space 1.03 $99.11 $102 Assisted Living Facility Dwelling 0.94 $99.11 $93 Retail/Commercial General Retail/Shopping Center 1000 sq.ft.3.28 $99.11 $325 Auto Sales/Repair 1000 sq.ft.2.89 $99.11 $286 Building Material/Lumber 1000 sq.ft.2.28 $99.11 $226 Convenience Store/Gas Station 1000 sq.ft.8.34 $99.11 $827 Discount Store 1000 sq.ft.3.69 $99.11 $366 Drive -In Bank 1000 sq.ft.3.99 $99.11 $395 Hotel/Motel Room 2.87 $99.11 $284 Movie Theater 1000 sq.ft.4.78 $99.11 $474 Nursery/Garden Center 1000 sq.ft.2.74 $99.11 $272 Restaurant,Fast Food 1000 sq.ft.10.81 $99.11 $1,071 Restaurant,Sit -Down 1000 sq.ft.6.93 $99.11 $687 Office/Institutional General Office Building 1000 sq.ft.2.28 $99.11 $226 Medical Office 1000 sq.ft.3.83 $99.11 $380 Hospital 1000 sq.ft.2.73 $99.11 $271 Nursing Home 1000 sq.ft.2.06 $99.11 $204 Church/Synagogue 1000 sq.ft.0.75 $99.11 $74 Day Care Center 1000 sq.ft.5.44 $99.11 $539 Elementary School 1000 sq.ft.4.99 $99.11 $495 High School 1000 sq.ft.4.91 $99.11 $487 Industrial/Warehouse General Light Industrial 1000 sq.ft.1.58 $99.11 $157 Warehouse 1000 sq.ft.0.92 $99.11 $91 Mini -Warehouse 1000 sq.ft.0.14 $99.11 $14 Article 7-1 Development Fees Page 30 of 32 PARK AND OPEN SPACE DEVELOPMENT FEE SCHEDULE,2002 Open Park Space Total EDUs/Net Cost Net Cost/Net Cost/Net Cost/ Housing Type Unit Unit per EDU Unit Unit Unit Single-family Dwelling 1.00 $563.95 $480 $84 $564 Multi -family Dwelling 0.96 $563.95 $461 $81 $542 Mobile Home/Manufacured/RV Park Space 0.77 $563.95 $369 $65 $434 Assisted Living Facility Dwelling 0.70 $563.95 $336 $59 $395 LIBRARY DEVELOPMENT FEE SCHEDULE,2002 EDUs/Net Cost/Net Cost/ Housing Type Unit Unit EDU Unit Single-family Dwelling 1.00 $262.31 $262 Multi -family Dwelling 0.96 $262.31 $252 Mobile Home/ Manufactured/RV Park Space 0.77 $262.31 $202 Assisted Living Dwelling 0.70 $262.31 $184 Article 7-1 Development Fees Page 31 of 32 MUNICIPAL BUILDING DEVELOPMENT FEE SCHEDULE,2002 Land Use Type Unit Functional Population/ Unit Net Cost/ Functional Population Net Cost/ Unit Residential Single-family Dwelling 1.34 $62.04 $83 Multi -family Dwelling 1.29 $62.04 $80 Mobile home/Manufactured/RV Park Space 1.03 $62.04 $64 Assisted Living Facility Dwelling 0.94 $62.04 $58 Retail/Commercial General Retail/Shopping Center 1000 sq.ft.3.28 $62.04 $203 Auto Sales/Repair 1000 sq.ft.2.89 $62.04 $179 Building Material/Lumber 1000 sq.ft.2.28 $62.04 $141 Convenience Store/Gas Station 1000 sq.ft.8.34 $62.04 $517 Discount Store 1000 sq.ft.3.69 $62.04 $229 Drive -In Bank 1000 sq.ft.3.99 $62.04 $248 Hotel/Motel Room 2.87 $62.04 $178 Movie Theater 1000 sq.ft.4.78 $62.04 $297 Nursery/Garden Center 1000 sq.ft.2.74 $62.04 $170 Restaurant,Fast Food 1000 sq.ft.10.81 $62.04 $671 Restaurant,Sit -Down 1000 sq.ft.6.93 $62.04 $430 Office/Institutional General Office Building 1000 sq.ft.2.28 $62.04 $141 Medical Office 1000 sq.ft.3.83 $62.04 $238 Hospital 1000 sq.ft.2.73 $62.04 $169 Nursing Home 1000 sq.ft.2.06 $62.04 $128 Church/Synagogue 1000 sq.ft.0.75 $62.04 $47 Day Care Center 1000 sq.ft.5.44 $62.04 $337 Elementary School 1000 sq.ft.4.99 $62.04 $310 High School 1000 sq.ft.4.91 $62.04 $305 Industrial/Warehouse General Light Industrial 1000 sq.ft.1.58 $62.04 $98 Warehouse 1000 sq.ft.0.92 $62.04 $57 Mini -Warehouse 1000 sq.ft.0.14 $62.04 $9 Article 7-1 Development Fees Page 32 of 32 DEVELOPMENT FEE UPDATE STUDY prepared by Du NCAN ASSOCIATES Aus-n N, TEXAS In association with EARTH TECH, INC. PHCENIX, ARIZCNA DECEMBER 2001 CONTENTS INTRODUCTION .............................................................1 Background .............................................................1 Description of Changes ....................................................2 Comparative Fees ........................................................4 ROADS .....................................................................5 Service Unit ............................................................5 Methodology ............................................................5 Major Roadway System ....................................................7 Cost per Service Unit ....................................................11 Net Cost per Service Unit .................................................13 Demand and Cost Schedule ...............................................14 POLICE ....................................................................19 Service Unit ...........................................................19 Cost per Service Unit ....................................................22 Net Cost per Service Unit .................................................23 Demand and Cost Schedule ...............................................24 PARKS AND OPEN SPACE ...................................................27 Service Unit ...........................................................27 Cost per Service Unit ....................................................27 Net Cost per Service Unit .................................................31 Demand and Cost Schedule ...............................................32 LIBRARY ...................................................................34 Service Unit ...........................................................34 Cost per Service Unit ....................................................34 Net Cost per Service Unit .................................................36 Demand and Cost Schedule ...............................................37 MUNICIPAL BUILDINGS .....................................................38 Service Unit ...........................................................38 Cost per Service Unit ....................................................38 Demand and Cost Schedule ...............................................39 APPENDIX A: DEMOGRAPHIC DATA .........................................42 APPENDIX B:DEBT SERVICE CREDIT ........................................44 APPENDIX C:STUDY COST ..................................................46 LIST OF TABLES Table 1:DEVELOPMENT FEE REVENUES, 1997-2000 ........................2 Table 2:SUMMARY OF MAXIMUM DEVELOPMENT FEES ....................3 Table 3:COMPARATIVE DEVELOPMENT FEES PER SINGLE-FAMILY UNIT ...4 Table 4:MAJOR ROADWAY INVENTORY ..................................8 Table 5:TRAVEL AND DEMAND ON MAJOR STREET NETWORK ............11 Table 6:ROADWAY CONSTRUCTION COSTS PER LANE -MILE ...............12 Table 7:ROAD COST PER SERVICE UNIT .................................13 Table 8:ANNUAL ROAD REVENUE ......................................13 Table 9:ROAD REVENUE CREDIT PER VMT ..............................14 Table 10:ROAD NET COST PER SERVICE UNIT .............................14 Table 11:AVERAGE TRIP LENGTH ........................................15 Table 12:ROAD SERVICE UNIT GENERATION BY LAND USE TYPE ..........16 Table 13:ROAD NET COST BY LAND USE TYPE ............................17 Table 14:POTENTIAL CHANGE IN ROAD FEES .............................18 Table 15:FUNCTIONAL POPULATION PER DWELLING UNIT .................19 Table 16:NONRESIDENTIAL FUNCTIONAL POPULATION PER 1,000 SQ. FT...21 Table 17:TOTAL FUNCTIONAL POPULATION, 2001 .........................22 Table 18:POLICE FACILITY REPLACEMENT COST ..........................23 Table 19:POLICE GRANT FUNDING CREDIT PER SERVICE UNIT .............24 Table 20:POLICE NET COST PER FUNCTIONAL POPULATION ...............24 Table 21:POLICE NET COST PER DEVELOPMENT UNIT ....................25 Table 22:POTENTIAL CHANGE IN POLICE FEES ...........................26 Table 23:PARKS AND OPEN SPACE SERVICE UNITS, 2001 ...................27 Table 24:EXISTING PARKS ...............................................28 Table 25:PARKS AND OPEN SPACE LAND AND DEVELOPMENT COSTS ......29 Table 26:EXISTING PARK FACILITIES .....................................30 Table 27:PARKS AND OPEN SPACE COST PER SERVICE UNIT ...............30 Table 28:PARKS GRANT FUNDING CREDIT PER SERVICE UNIT ..............31 Table 29:CONSTRUCTION SALES TAX CREDIT .............................32 Table 30:PARKS AND OPEN SPACE NET COST PER SERVICE UNIT ...........32 Table 31:PARKS AND OPEN SPACE NET COST PER DWELLING UNIT ........33 Table 32:POTENTIAL CHANGE IN PARKS FEES ............................33 Table 33:LIBRARY BUILDING COST PER SQUARE FOOT ....................34 Table 34:LIBRARY COST PER SERVICE UNIT ...............................36 Table 35:LIBRARY NET COST PER SERVICE UNIT ..........................37 Table 36:LIBRARY NET COST PER DWELLING UNIT ........................37 Table 37:POTENTIAL CHANGE IN LIBRARY FEES ..........................37 Table 38:MUNICIPAL BUILDING COST PER SERVICE UNIT ...................39 Table 39:MUNICIPAL BUILDING NET COST PER DEVELOPMENT UNIT .......40 Table 40:POTENTIAL CHANGE IN MUNICIPAL BUILDING FEES ..............41 Table 41:HOUSING UNITS AND OCCUPANCY, 1990-2000 .....................42 Table 42:AVERAGE HOUSEHOLD SIZE, 1990-2000 ..........................42 Table 43:DWELLING UNITS BY TYPE, 2001 .................................43 Table 44:EXISTING NONRESIDENTIAL DEVELOPMENT ....................43 Table 45:DISPOSITION OF 1992 REVENUE BOND PROCEEDS ...............44 Table 46:DEBT SERVICE PAYMENTS PER FUNCTIONAL POPULATION .......45 Table 47:POLICE, PARKS AND LIBRARY DEBT SERVICE CREDITS ............45 Table 48:STUDY COST PER FACILITY .....................................46 Table 49:STUDY COST PER SERVICE UNIT .................................46 INTRODUCTION Development fees are one of the most direct ways for local government to require new residential and commercial developments to pay a larger portion of the infrastructure costs they impose on the community. Development fees are charges that are assessed on new development based on a standard formula such as the amount of square footage or the number of bedrooms per dwelling unit.Fees are one-time, up -front charges, with the payment usually made at the time of building permit approval. Funds are earmarked for capital improvements that expand the capacity of the system facilities for which the fee has been designed. Essentially, development fees require that each developer of a new residential or commercial project pay the pro -rata share of the cost of new infrastructure facilities required to serve that development. Since only 23 states have thus far enacted specific enabling legislation authorizing development fees, such fees have generally been legally defended as an exercise of local government's broad "police power"to protect the health, safety and welfare of the community.The courts have gradually developed guidelines for constitutionally valid development fees, based on a "rational nexus" that must exist between the regulatory fee or exaction and the activity that is being regulated. The standards set by court cases generally require that a development fee meet a three-part test: 1)The need for new facilities must be created by new development; 2)The amount of fee charged must not exceed a proportional fair share of the cost to serve new development; and 3)All fee revenues must be spent within a reasonable period of time and in proximity to the fee- paying development. While Arizona's development fee enabling act for municipalities, Sec. 9-463.05 A.R.S., reflects these constitutional standards, it gives municipalities broad authority to impose development fees. The primary requirement is that the amount of the fee must bear a "reasonable relationship to the burden imposed upon the municipality to provide additional necessary public services to the development." In addition, the fees must "result in a beneficial use to the development," and appropriate credits or offsets must be provided for developer contributions, whether in cash or in kind. This enabling authority is fairly unusual in that (1) it does not expressly list or limit the types of infrastructure for which development fees can be developed, and (2) it does not set forth a specific methodology for the calculation of the fees. Thus, Arizona municipalities can consider the use of development fees to help finance any type of facility for which it can demonstrate a relationship between new development and the need for additional capital facilities that result in "costs to the municipality." Background As a consultant for the City of Apache Junction, Duncan Associates first prepared an Impact Fee/Exactions Study and draft development fee ordinance in November 1996.The original study calculated maximum development fees for roads, police facilities, parks, libraries and schools. Based on the study, the City adopted a development fee ordinance for roads, police facilities, parks and libraries on December 17, 1996.The ordinance became effective on March 1,1997. The fees were phased -in over a two -month period, and were assessed at 100 percent beginning May 1, 1997. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 1 In August 1997, the City retained Duncan Associates to perform an update of the development fee study and ordinance.Given the short interval since completion of the original study, the consultants and City staff agreed that it was not appropriate to update the level of service on which the original study was based (i.e., inventory of capital facilities and amount of existing development). Instead, the focus was on updating capital costs, revenue credits, and land use categories.In addition, the update included preparation of a development fee for municipal buildings, such as the City's administrative complex and public works garage. Finally, the update did not revisit the school development fee, which was then under consideration by the City and the Apache Junction School District. TheDevelop men t Fee Update .S.tne0 was completed in November 1997.The revised ordinance was adopted on February 3, 1998 and became effective on May 4, 1998. The history of development fee revenues since the fees were enacted is summarized in Table 1. In the two full years since the current fee schedule has been in place, the fees have brought in $1.6 million. Facilities Table 1 DEVELOPMENT FEE REVENUES, 1997-2000 1997 1998 1999 2000 Roads $103,015 $167,436 $238,299 $188,020 Police $45,654 $117,438 $158,182 $91,429 Parks $98,058 $253,875 $482,861 $108,401 Library $38,544 $120,543 $263,171 $58,941 Municipal Buildings $0 $32,439 $70,938 $41,104 Total $285,271 $691,731 $1,213,451 $487,895 Source:City of Apache Junction Finance Department. Description of Changes The major changes undertaken in this update, besides updating the inventories, costs and credit calculations, were the following: 1)change the road fee methodology from a standard consumption -based approach to a modified consumption -based approach; 2)add a new open space component to the parks development fee; and 3)calculate a credit for the construction sales tax, which was applied to the parks and open space development fee. This study calculates the maximum development fees that may be charged by the City consistent with the data, methodology and assumptions used in the analysis presented here. The City Council is under no obligation to charge the maximum fees, but may instead choose to charge the fees at some percentage of the maximum. As long as the fees for all land uses are assessed at the same percentage of the maximum fees, the proportionality of the fees to the impacts of different developments will be maintained. The change to the modified consumption -based road impact fee methodology, along with updated road construction costs, results in significant potential increases in road development fees. However, while Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 2 the increases are significant in percentage terms, the updated maximum road fees are in line with those charged by most other growing communities in the area.In addition, the revised fees do not include right-of-way (ROW) costs, and the City may want to cease giving credit against the road fees for the value of ROW dedications. With the addition of the open space component, the parks development fees could increase by more than 50 percent, even after giving credit for construction sales taxes paid by new development. The construction sales tax credit was applied to the parks and open space fees because this revenue source is planned to be used exclusively for parks improvements for the foreseeable future. Police development fees could increase modestly for residential and industrial uses, but must actually be reduced for retail and office uses. The reduction in fees for retail and office uses can be attributed to changes in national trip generation data contained in the sixth edition of the ITE manual. Development fees for libraries and municipal buildings could increase by about 30 and 50 percent for most uses, respectively.A major cause of the fee increases is the inclusion of land costs, which were omitted in the previous study. The potential maximum development fees are summarized and compared with current development fees in Table 2. Facility Type Table 2 SUMMARY OF MAXIMUM DEVELOPMENT FEES Single- Family Unit Multi- Family Unit Mobile Home Unit Retail 1,000 Sa. Ft Office 1,000 Sa. Ft Industry 1,000 Sa. Ft. Maximum Fees Roads $1,485 $1,029 $747 $3,859 $1,709 $1,082 Police $133 $128 $102 $325 $226 $157 Parks and Open Space $564 $542 $434 $0 $0 $0 Libraries $262 $252 $202 $0 $0 $0 Municipal Buildings $83 $80 $64 $203 $141 $98 Total Maximum Fees $2,527 $2,031 $1,549 $4,387 $2,076 $1,337 Current Fees Roads $270 $183 $136 $846 $469 $197 Police $118 $114 $91 $364 $230 $130 Parks $366 $352 $283 $0 $0 $0 Libraries $199 $191 $154 $0 $0 $0 Municipal Buildings $53 $51 $41 $164 $103 $58 Total Current Fees $1,006 $891 $705 $1,374 $802 $385 Potential Change Roads 450%462%449%356%264%449% Police 13%12%12%-11%-2%21% Parks and Open Space 54%54%53%NA NA NA Libraries 32%32%31%NA NA NA Municipal Buildings 57%57%56%24%37%69% Total 151%128%120%219%159%247% Source: Maximum potential fees from Tables 13, 21, 31, 36 and 39. Development Fee Update Study City of Apache Junction, Arizona December 3, 2001 Page 3 Comparative Fees Apache Junction's current and proposed development fees per single-family unit are compared to those of other communities .in the region in Table 3. The water and wastewater fees shown in the Apache Junction column are imposed in parts of the city by independent community facilities districts. Even with the significant increase in road fees and the addition of an open space component to the parks fees, Apache Junction's total development fees would still be in line with those charged by most other communities in the region. Table 3 COMPARATIVE DEVELOPMENT FEES PER SINGLE-FAMILY UNIT Facility Phoenix Mesa Water $3,444 $907 Wastewater $1,781 $1,059 Roads $3,752 Fire $142 Police $93 Parks/Open Space $1,503 Library $276 Gen. Government Oth er *$430 $228 $145 $226 $696 $378 Scotts- dale Chandler $2,696 $2,060 $2,356 $2,047 $906 $1,537 $105 $159 $680 $68 $231 Apache Junction Gilbert Glendale Current Proposed $1,346 $542 $921 $921 $2,314 $1,367 $2,000 $2,000 $86 $2,003 $270 $1,485 $127 $311 $47 $289 $705 $1,094 $452 $178 $660 $264 $118 $366 $199 $53 $133 $564 $262 $83 Total $11,421 $3,639 $5,958 $6,887 $4,803 $6,982 $3,927 $5,448 • Residential development tax and cultural facilities for Mesa, equipment repair and solid waste for Phoenix: sanitation for Glendale and Peoria. Source:Apache Junction's existing and proposed fees from Table 2;City of Chandler from Municipal Code Corporation website, 6/5/01;City of Gilbert:water and wastewater fees from Town website, 6/10/01, other fees from Municipal Code Corp website, 6/5/01;City of Glendale, "Development Impact Fee Schedule,-effective 9/25/00;Mesa Impact Fee Update Study,1/22/01;City of Phoenix,"Desert View Infrastructure Financing Plan," January 12, 2000;City of Scottsdale, Municipal Code Corporation Website, 6/5/011; Peoria from website 8/25/01 (road and wastewater fees for north part of town). Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 4 ROADS While the provision of internal local and collector streets is clearly the responsibility of the developer, improvements to the major road system, including arterials and major collectors, are typically funded partially by the private sector and partially by the public sector. The private sector is required to dedicate and construct planned arterials and major collectors that lie within or adjacent to a subdivision, while state and local governments typically pay the cost of widening projects or new roads needed to accommodate the off -site traffic impacts of new development. Road development fees are a means of shifting the cost of off -site improvements to the new development that creates the need, while also ensuring through development fee credits that no development is required to contribute more than its proportionate share of the cost of major road facilities. The City's subdivision regulations require that where a proposed subdivision includes a planned street designated in the adopted Street Classification Plan, such street shall be platted and constructed in conformance with the Plan. Arterials, including section line roads, must have a minimum right-of-way (ROW) width of 100 feet and a minimum pavement width, excluding curbs, of 60 feet. Major collectors, including mid -section line roads, must have a minimum ROW width of 80 feet and a minimum pavement width of 48 feet.Collector streets must have a minimum ROW width of 60 feet and a minimum pavement width of 40 feet. Service Unit Service units create the link between supply (roadway capacity) and demand (traffic generated by new development). An appropriate service unit for road development fees is vehicle -miles of travel (VMT) during an average weekday. Vehicle -miles is a combination of the number of vehicles traveling during a given time period and the distance (in miles) that these vehicles travel. The time period was chosen based on the availability of data on average daily trips (ADT). The VMT that will be generated by a proposed development is determined, in general terms, by multiplying the trip generation rate by the average length of a trip in miles. The total VMT on the major road system is determined by multiplying the length, in miles, of each road segment by the average daily traffic count and summing the results for all roadway segments. The supply side is represented by vehicle -miles of capacity (VMC). For a roadway, the VMC provided is simply the product of the capacity of the roadway and the length of the roadway.The capacity supplied by a road improvement is determined by multiplying the capacity of the new lanes by the length of the road improvement. Methodology The current road development fee methodology is based on a "consumption -based" model, which basically charges a new development the cost of replacing the capacity that it consumes on the major road system. That is, for every service unit of traffic generated by the development, the development fee charges the net cost to construct an additional service unit of capacity. Since travel is never evenly distributed throughout a roadway system, actual roadway systems require more than one VNIC for every VMT in order to keep most road segments functioning at an acceptable level of service. Consequently, the consumption -based road development fee model generally underestimates the full cost of growth. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 5 It is, however, a conservative, legally sound and relatively simple approach to the calculation of road development fees. While the consumption -based model is probably the most commonly -used approach for road development fees in the nation, many communities have used other models.The most common alternative is the "improvements -driven" model. The improvements -driven approach essentially divides the cost of growth -related improvements required over a fixed planning horizon (or to build -out) by the number new service units (e.g., VMT) projected to be generated by growth over the same planning horizon in order to determine a cost per service unit. This approach requires a sophisticated level of planning, as well as consideration of fiscal constraints in developing the capital improvements plan to ensure that it does not include low priority, marginally -needed improvements. Despite these difficulties, the improvements -driven model can come closer to capturing the full cost of maintaining desired levels of service on most roadway segments than the consumption -based approach. The consultant has developed a modification to the standard consumption -based road development fee model that more accurately identifies the full growth -related cost of maintaining desired service levels, while avoiding the difficulties associated with the improvements -driven approach. Essentially, the idea is that new development should be required to pay for the cost to construct more capacity than it directly consumes in order to maintain the system -wide ratio of capacity to demand. This methodology has been used as the basis of road development fees in several communities, including Atlanta, Georgia, Rio Rancho, New Mexico and Larimer County, Colorado. In the standard consumption -based model, which is the one on which the City's current road development fees are based, the VMT generated by a development is multiplied by the cost per VMC of new roadway capacity to develop the development fee. Implicit in this formula is the conversion of the cost per VMC to a cost per VMT.In other words, the standard model implicitly assumes that the ratio of VMC to VIVIT is one-to-one.The recommended approach simply makes the implicit VMC/VMT ratio an explicit part of the formula. The recommended formula for road development fees in Apache Junction is shown in Figure 1. Figure 1 RECOMMENDED ROAD DEVELOPMENT FEE FORMULA FEE =VMT x NET COST/VMT VMT =TRIPS x % NEW x LENGTH ± 2 NET COSTNMT =COST/VMT - CREDITNMT COSTNMT =COST/VMC x VMCNMT Where: VMT =Vehicle -miles of travel placed on the major roadway system during an average week day TRIPS =Average daily trip ends % NEW =Percent of trips that are primary trips, as opposed to passby or diverted -link trips LENGTH =Average length of a trip on major roadway system ± 2 =Avoids double -counting trips for origin and destination COSTNMC =Average cost to create a new vehicle -mile of capacity (VMC) VMCNMT =The system -wide ratio of capacity to demand on the major roadway system CREDITNMT =Revenue credit per VMT Development Fee Update Study City of Apache Junction, Arizona December 3, 2001 Page 6 Major Roadway System The City's road development fees are designed to cover the costs of capacity -expanding improvements to the City's major roadway system.For the purpose of road development fees, the major roadway system includes all City -maintained roadways designated as arterials or collectors in the City's adopted Street Classification Map,which was most recently revised in July 2001. State -maintained roadways, which in Apache Junction are limited to the Superstition Freeway and portions of Idaho Road and North Apache Trail, are excluded from the definition of the major roadway system because the City has limited responsibility for paying for improvements to state roads. In addition, responsibility for some boundary roads is shared with the adjoining counties, and only one-half of the travel demand and capacity of such roadways is considered to be part of the City's major roadway system. Developers required to construct portions of the major roadway system are eligible for credit against their road development fees. To determine system -wide demand and capacity on the City's major roadway system, an inventory of all roadway segments that are included in the major roadway system and are located within the existing City limits was prepared (see Table 4).Current daily traffic volumes were estimated for each roadway segment from the most recent available traffic data, which included the West Apache Trail/ Old West .Hi:ghipayCrossover,S'af0/Study(year 2000 counts), Maricopa Association of Governments (1997 and 1998 model output) and Apache Junction Engineering Department "Winter/Spring 24 -I -lour Traffic Counts" (1996 and 1997 counts). The daily volumes for each segment were then multiplied by the length of the segment to determine existing ViVIT. For each segment, existing VMC was determined by multiplying the length of the segment by the capacity of the segment. The actual capacity of an individual roadway segment is affected by a host of factors, including frequency of signalized intersections, signal timing, intersection configuration (including turn lanes), lane width, percent of truck traffic, etc.The engineering analysis required to precisely estimate the capacity of individual segments is generally not appropriate for development fee analysis, however, both because it would be prohibitively expensive and because it is simply not practical to do for future roadway improvements in advance of engineering design. Instead, the planning -level capacity estimates adopted by the local government or used in a regional transportation model are typically used to determine the approximate capacity of existing and future roadways for the purpose of development fee calculations.The original study and the first study update used a generalized capacity estimate of 6,000 vehicles per day per lane as a reasonable approximation of the capacity of the City's major roadways, and this capacity figure will continue to be used in this update. The inventory of the City's existing major roadway system are summarized in Table 4.The existing major roadway system is illustrated in Figure 2. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 7 Street Superstition W Apache Trail N Apache Trail Broadway Ave Southern Ave Meridian Drive Ironwood Drive Idaho Road Tomahawk Rd Table 4 MAJOR ROADWAY INVENTORY Length # of % City Segment (mi.)Lanes Maint. Meridian -Ironwood 1.00 2 Ironwood -Idaho 1.00 2 Idaho -N Apache Trail 0.25 4 N Apache Tr -Tomahawk 0.75 2 Tomahawk -Goldfield 1.00 2 Goldfield -E. City Limits 0.50 2 Meridian -Ironwood 1.00 6 Ironwood -N Apache Trail 0.75 6 W Apache Trail -Idaho 0.40 2 Meridian -Ironwood 1.00 2 Ironwood -Idaho 1.00 2 Idaho -Old West Highway 0.50 2 Old West Hwy -Tomahawk 0.50 2 Tomahawk -Goldfield 1.00 2 Goldfield -Arroyo 0.50 2 Meridian -Ironwood 1.00 2 Ironwood -1/4 mi. east 0.25 2 1/4 mi. east -Idaho 0.75 2 Idaho -Winchester 0.25 4 Winchester -Cactus 0.25 2 Cactus -Tomahawk 0.25 2 Tomahawk -Goldfield 1.00 2 McKellips-Lost Dutchman 1.00 2 Lost Dutchman -Superstition 1.00 2 Superstition -W Apache Tr 0.50 2 W Apache Trail -Broadway 0.50 2 Broadway -Southern 1.00 2 McKellips-Lost Dutchman 1.00 2 Lost Dutchman -Superstition 1.00 2 Superstition -W Apache Tr 0.50 2 W.Apache Trail -Broadway 0.50 4 Broadway -Southern 1.00 4 Southern -Superstition Fwy 0.50 4 Superstition Fwy-Baseline 0.50 4 Baseline -Elliot Align 2.00 2 McKellips-Lost Dutchman 1.00 2 Lost Dutchman -Superstition 1.00 2 Superstition -N Apache Tr 0.20 4 Superstition Fwy-Baseline 0.50 4 Lost Dutchman -SR 88 0.40 2 N Apache Tr -Superstition 0.60 2 Superstition Blvd -Broadway 1.00 2 Broadway -Old West Hwy 0.33 2 100% 100% 100(1/0 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%4,000 100% 50% 50% 100%1 50%1 50% 100% 100% 100% 100%1 100%1 100% 100% 100°/0 100% 100% 100% 100% 100% 100% 100% 100% ADT 10,000 10,000 10,000 4,000 3,000 2,000 26,000 25,000 5,000 7,000 7,000 3,000 3,000 3,000 2,000 4,000 5,000 5,000 4,000 4,000 1,000 2,000 5,000 0,000 0,000 8,000 2,000 4,000 7,000 1,000 1,000 4,000 3,000 2,000 2,000 5,000 5,000 1,000 1,000 1,000 2,000 2,000 VMT 10,000 10,000 2,500 3,000 3,000 1,000 26,000 18,750 2,000 7,000 7,000 1,500 1,500 3,000 1,000 4,000 1,250 3,750 1,000 1,000 1,000 1,000 1,000 2,500 5,000 2,500 4,000 2,000 4,000 3,500 5,500 11,000 2,000 1,500 4,000 2,000 5,000 1,000 500 VMC 12,000 12,000 6,000 9,000 12,000 6,000 36,000 27,000 4,800 12,000 12,000 6,000 6,000 12,000 6,000 12,000 3,000 9,000 6,000 3,000 3,000 12,000 6,000 6,000 6,000 3,000 6,000 12,000 12,000 6,000 12,000 24,000 12,000 12,000 24,000 12,000 12,000 4,800 12,000 400 4,800 600 7,200 2,000 12,000 660 3,960 Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 8 Street Goldfield Road Old West Hwy Lost Dutchman Tepee St Cortez Rd Delaware Ave Baseline Rd 16th Avenue S Royal Palm San Marcos Dr S Phelps Drive Length # of % City Segment (mi.)Lanes Maint.ADT VMT VMC Old West Hwy -Southern 0.67 2 100%5,000 3,350 8,040 Southern -Superstition Fwy 0.50 2 100%4,000 2,000 6,000 Superstition Fwy-Baseline 0.50 4 100%2,000 1,000 12,000 Lost Dutchman -Superstition 1.00 2 100 0/0 1,000 1,000 12,000 Superstition -Broadway 1.00 2 100%1,000 1,000 12,000 Broadway -Old West Hwy 1.00 2 100%2,000 2,000 12,000 Southern -Superstition Fwy 0.50 4 100%7,000 3,500 12,000 Superstition Fwy-Baseline 0.50 2 100%1,000 500 6,000 W Apache Trail -Broadway 0.90 4 100%17,000 15,300 21,600 Broadway -Tomahawk 0.55 4 100%17,000 9,350 13,200 Tomahawk -Goldfield 1.16 4 100%8,000 9,280 27,840 Meridian -Ironwood 1.00 2 100%4,000 4,000 12,000 Ironwood -Idaho 1.00 2 100%3,000 3,000 12,000 Idaho -N Apache Trail 1.40 2 100%2,000 2,800 16,800 N Apache Tr -Goldfield 0.60 2 100%1,000 600 7,200 Meridian -Idaho Rd 2.00 2 100%1,000 2,000 24,000 Old W Hwy -Lost Dutchman 2.75 2 100%1,000 2,750 33,000 Lost Dutchman -Superstition 1.00 2 100%1,000 1,000 12,000 Superstition -W Apache Tr 0.50 2 100%2,000 1,000 6,000 W Apache Trail -Broadway 0.50 2 100%2,000 1,000 6,000 Broadway -W 16th Ave 0.50 2 100%2,000 1,000 6,000 W 16th Ave -Southern 0.50 0 100%0 0 0 W City Limits -Meridian 0.15 2 100%2,000 300 1,800 Meridian -Ironwood 1.00 2 100%2,000 2,000 12,000 Ironwood -Idaho 1.00 2 100%1,000 1,000 12,000 Idaho -Tomahawk 1.00 2 100%1,000 1,000 12,000 Tomahawk -Goldfield 1.00 2 100%500 500 12,000 Delaware -Ironwood 0.50 4 100%1,000 500 12,000 Ironwood -San Marcos 0.50 4 100%2,000 1,000 12,000 San Marcos -Idaho 0.50 2 100%2,000 1,000 6,000 Idaho -S Royal Palm 0.50 2 100%1,000 500 6,000 Old West Hwy -Southern 1.00 2 100%2,000 2,000 12,000 Broadway -W 16th Ave 0.50 2 100%2,000 1,000 6,000 W 16th Ave -Southern 0.50 2 100%3,000 1,500 6,000 Apache Tr Intrsct-Broadway 0.50 2 100%7,000 3,500 6,000 Total 254,140 830,040 Source:Streets are City -maintained roadways identified as urban arterials or urban collectors in the City of Apache Junction Street Classification Map: only road segments within existing City limits are included; number of lanes from City of Apache Junction staff: boundary roads are shown at reduced "% City -maintained" to reflect shared responsibility with adjoining county where applicable; average daily trips (ADT) are most recent available counts from "West Apache Trail/Old West Highway Crossover Safety Study" (2000), Apache Junction Engineering Department "Winter/Spring 24 -Hour Traffic Counts" 11996 and 19971, and Maricopa Association of Governments based on output of regional transportation model (1997 and 1998);vehicle -miles of travel (VMT) is product of length, %, City -maintained and ADT; vehicle -miles of capacity (VMC) is product of length, number of lanes, % City -maintained and daily capacity of 6,000 vehicles/lane. Development Fee Update Study City of Apache Junction, Arizona December 3, 2001 Page 9 I .-.._----E-ta ! 1- i 4! i s.1 - im •,; 17 Figure 2 MAJOR ROADWAY SYSTEM 0 ,...It 1.11.411 II .1 1 . 7 1 / i I a 6 .,i 5••'‘I 4-5's(,c I',i .,-.:411 1../ ..'...!1.: i *. J 7.7„ .• .1 :-.._":!,.. x . !„4,1 2.)21 c7.1" tt. • •- - •••I 111,'^N 5 a ,•MIL =1 . - --M•17.7-1=177n '1) s 11. c. 6:1 0 v •? 6 .1 23 i• 9 1.1,".17 ; 9 1 ,11. ,1• 3. 1 tJ6 • — - a -A I . i LI= moo Arterial CollectoriIFreeway. j D I.)State Rte. Z.3 l b I j I imirj 9 .11,114.CM MO re 3 I . !„. .•• 35 I ,t1C•M ..,1 ...1...C.i ..... - - - - - - - - -1. I II.. i ,... i 2 !i 1 Development Fee Update Study City of Apache Junction, Arizona December 3, 2001 Page 10 l! I :11 _ A comparison of existing VMT and VMC for each segment indicates that none of the roadway segments are currently operating over capacity. As described in the methodology section, however, the appropriate level of service measure for a consumption -based road development fee is not a segment- specific measure, but a system -wide measure. In fact, the City's existing major roadway system currently provides over three units of capacity for every demand unit, as shown in Table 5. However, a considerably lower ratio of 1.5 -to -one is recommended for use in the development fee calculations. Table 5 TRAVEL AND DEMAND ON MAJOR STREET NETWORK Vehicle -Miles of Travel (VMT) Vehicle -Miles of Capacity (VMC) 254,140 830,040 Current Ratio of System -wide VMC to VMT 3.27 Recommended VMC/VMT Ratio 1.50 Source:VMT and VMC from Table 4. Cost per Service Unit The costs of adding new capacity to the major roadway network vary significantly from one community to another. Local roadway design standards, including such things as landscaped medians for four -lane arterials, can also significantly affect costs. There are three major capacity -enhancing roadway improvements that are being undertaken by the City with proceeds from the 1998 bond issue.The three projects are Broadway from Meridian to Idaho, Ironwood from Apache Trail to Superstition, and Superstition from Meridian to Idaho. All of these are two-lane to four -lane widening projects. However, there are a number of reasons why the cost per lane- mile used in the impact fee calculations should not be based on the bonded amounts for these three projects.First, these costs do not include the full cost of paving. Since the paving will be done with City crews, the costs in the bond issue reflect a City subsidy of the paving crews' labor.Second, engineering and contract administration costs are real costs of these projects that are not reflected in the bond issue figures. Finally, the cost estimates do not include landscaping costs, which are required by the City's development ordinance. Because of these issues and the limited number of planned capacity projects, an alternative lane -mile cost estimate was prepared based on unit construction cost and quantity estimates. The estimates were prepared by Earth Tech based on their experience with road construction projects in the region. The estimated cost for new four -lane roads and two- to four -lane widening projects averages $754,919 per lane -mile, as shown in Table 6. It should be noted that the cost estimation procedure does not include right-of-way (ROW) costs.While the City's current ordinance provides for credit against the road development fees for ROW dedication, this is not necessary if ROW costs are not included in the fee. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 11 Item Table 6 ROADWAY CONSTRUCTION COSTS PER LANE -MILE Unit New 4 -Lane Cost Units Cost/MileUnit Widen 2 -4 -Lane Units Cost/Mile Excavation c.y.$2 15,644 $31,288 9,387 $18,774 Asphalt Concrete Pavement ton $48 7,656 $367,488 4,594 $220,512 Aggregate Base ton $12 21,859 $262,308 13,116 $157,392 Curb Ei Gutter, Type A If.$12 10,560 $126,720 5,280 $63,360 Loop Detector for Signals ea.$1,000 12 $12,000 8 $8,000 Elect. Conduit 2" PVC intersect If.$5 320 $1,600 320 $1,600 Elect. Conduit 2" PVC st lights I.f.$5 10,560 $52,800 5,280 $26,400 Street Light Pole ea.$3,500 28 $98,000 14 $49,000 Pullbox (No. 7)ea.$300 8 $2,400 8 $2,400 Pole (Type R)ea.$4,500 8 $36,000 8 $36,000 Pole Foundation (Type R)ea.$1,800 8 $14,400 8 $14,400 Mast Arm (50 Ft)ea.$2,400 8 $19,200 8 $19,200 Traffic Signal Face (Type R)ea.$525 8 $4,200 8 $4,200 Pedestrian Pushbutton ea.$250 8 $2,000 8 $2,000 Control Cabinet (Type IV)ea.$15,000 2 $30,000 2 $30,000 Storm Drain Pipe, 24"If.$45 560 $25,200 560 $25,200 Storm Drain Pipe, 36"If.$70 5,280 $369,600 5,280 $369,600 Storm Drain Pipe, 48" w/headwall If.$110 400 $44,000 200 $22,000 Cross Drain, 4'x6 CBC w/headwall If.$350 200 $70,000 100 $35,000 Catch Basin, MAG Det. 535 type F ea.$2,000 28 $56,000 28 $56,000 Manhole (C-18.10)(No. 3)ea.$2,500 14 $35,000 14 $35,000 Striping If.$1.20 31,680 $38,016 26,400 $31,680 Concrete Sidewalk, MAG Det. 230 s.f.$2.50 52,800 $132,000 26,400 $66,000 Landscaping mi.$114,000 1 $114,000 0.5 $57,000 Construction Cost per Mile $1,944,220 $1,350,718 Construction Cost per New Lane -Mile $486,055 $675,359 Average Construction Cost per New Lane-Mile $580,707 Project Administration/Legal (5%)$29,035 Engineering (Design Er Construction @ 15%)$87,106 Contingency (10%)$58,071 Total Project Cost per Lane -Mile $754,919 Source: Earth Tech, Inc., November 26, 2001. The next step is to translate the average lane -mile cost into a cost per service unit.As noted in the previous section, an arterial or collector roadway can accommodate about 6,000 daily vehicles per lane. Dividing the average cost of a lane -mile by 6,000 vehicles per day yields the average cost per vehicle- mile of capacity (VMC). Multiplying that by the system -wide ratio of capacity to demand results in the average cost per vehicle -mile of travel (VMT), which is $188.92, as shown in Table 7. To this capital cost, the cost of the development fee study, calculated in Appendix C to be $0.19 per vehicle -mile, can be added. Development Fee Update Study City of Apache Junction, Arizona December 3, 2001 Page 12 Table 7 ROAD COST PER SERVICE UNIT Average Cost per Lane -Mile $754,919 Capacity (Vehicles per Lane per Day)6,000 Cost per Vehicle -Mile of Capacity (VMC)$125.82 VMCNMT Ratio 1.50 Cost per Vehicle -Mile of Travel (VMT)$188.73 Study Cost per VMT $0.19 Total Cost per VMT $188.92 Source:Average cost per lane -mile from Table ?;capacity per lane assumed; VMCNMT ratio from Table 5, Net Cost per Service Unit To avoid double -charging, new development should receive credit in the fee calculations for the additional outside revenues it will generate that will be available for capacity-expandingimprovements. The City receives several sources of outside funding for road improvements, including Highway User Revenue Funds (HURF), Pinal County sales tax funds, state Local Transportation Assistance Funds (LTAF), and state and federal highway funds. However, the City is a low priority for state and federal highway funds and has received virtually no funding over the past several years. The Central Arizona Association of Governments Transportation Improvement Program for fiscal years 2001-2005 provides funding only for addressing drainage improvements at two locations where culverts are needed. Current funding dedicated to road maintenance and improvements amounts to about $3.2 million annually, as shown in Table 8. Table 8 ANNUAL ROAD REVENUE State Highway User Fees (HURF) County Sales Tax Local Transportation Assistance Funds (LTAF) Federal and State Highway Funds $1,830,021 $1,110,614 $221,293 $0 Total $3,161,928 Source:Actual FY 2000/01 revenues from City of Apache Junction, Annual Budget for the Fiscal Year July 1, 2001 to June 30, 2002. In FY 1998-99, the City Council approved a $6 million bond initiative to fund street construction projects, with the majority of the funding going for the three capacity -expanding improvements identified earlier.The annual debt service on these projects is about $885,000, which will be repaid primarily with HURF funds, although road development fees can also be used for this purpose.The credit for future road funding that will be generated by new development and used for capacity- expandingimprovements will be based on this funding pattern for the next several years. Assuming that future funding will increase proportionately to growth in travel demand, the net present value of additional outside funding for capital improvements expected to be generated over the next 20 years is estimated to be $43.36 for each additional VMT generated by new development, as shown in Table 9. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 13 Table 9 ROAD REVENUE CREDIT PER VMT Annual Capital Funding Existing VMT Annual Capital Funding per VMT Present Value Factor (20 years at 5%) $885,448 254,140 $3.48 12.46 Net Present Value of Capital Funding per VMT $43.36 Source:Annual capacity project funding is actual FY 2000/01 street debt service from City of Apache Junction,Annual Budget for the Fiscal Year July 1, 2001 to June 30, 2002,p. 101: existing VMT from Table 5. Deducting the revenue credit results in a net cost of $145.56 per vehicle -mile of travel generated by new development, as shown in Table 10. Table 10 ROAD NET COST PER SERVICE UNIT Total Cost per Vehicle -Mile of Travel $188.92 Revenue Credit per Vehicle -Mile of Travel $43.36 Net Cost per Vehicle -Mile of Travel $145.56 Source:Capital cost from Table 7;study cost per VMT from Table 49 in Appendix C; credit from Table 9. Demand and Cost Schedule The number of service units (or VNIT) generated by specific land use types is a product of three factors: 1) trip generation, 2) percent primary trips and 3) trip length. The first two factors are well documented in the professional literature, and the average trip generation characteristics identified in studies of communities around the nation should be reasonably representative of trip generation characteristics in Apache Junction.In contrast, trip lengths are much more likely to vary between communities, depending on the geographic size and shape of the community and its major roadway system. Average daily trip rates are based on information published in the Institute of Transportation Engineers' (ITE)Trip Generation.In the original study and the 1997 update, the 1991 Fifth Edition of the rrE manual was used. This update uses the 1997 Sixth Edition. Rates were established for specific land use types within the broader categories of residential, retail/commercial, office/institutional and industrial land uses.Rates are per dwelling unit, 1,000 square feet of gross floor area, or other appropriate unit of development. Trip generation rates represent trip ends, or driveway crossings at the site of a land use. Thus, a one- way trip from home to work counts as one trip end for the residence and one trip end for the work place. To avoid over -counting, all trip rates have been divided by two. This places the burden of travel equally between the origin and destination of the trip and eliminates double -charging for any particular trip. Trip rates also need to be adjusted by a "primary trip factor" to exclude pass -by and diverted trips. This adjustment is intended to reduce the possibility of over -counting by only including primary trips Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 14 generated by the development. Pass -by trips are those trips that are already on a particular route for a different purpose and simply stop at a particular development on that route.For example, a stop at a convenience store on the way home from the office is a pass -by trip for the convenience store. A pass- by trip does not create an additional burden on the street system and therefore should not be counted in the assessment of development fees.A diverted trip is similar to a pass -by trip, but a diversion is made from the regular route to make an interim stop. The reduction for pass -by and diverted trips was drawn from the ITE manual and other published information. The average length of a trip on the City's major roadway system can be estimated by dividing total daily travel demand (VMT) by the total number of average daily trips generated by existing land uses.As shown in Table 11, the average trip length on Apache Junction's major roadway system is just over two miles. Table 11 AVERAGE TRIP LENGTH Existing ADT/Existing Land Use Type Units Units Unit Trips Single -Family Dwelling 9,308 4.79 44,585 Multi -Family Dwelling 1,415 3.32 4,698 Mobile Home Dwelling 18,261 2.41 44,009 Retail/Commercial 1,000 sq. ft.1,820.679 12.45 22,667 Office/Institutional 1,000 sq. ft.495.261 5.51 2,729 Industrial 1,000 sq. ft.167.456 3.49 584 Total Daily Trips 119,272 Total Daily VMT on Major Road System 254,140 Average Trip Length (miles)2.13 Source:Existing dwelling units from Table 43;existing nonresidential square footage from Table 44: average daily trip rates from Table 12 (retail is ADT times primary trip factor); total existing VMT from Table 5. The system -wide average trip length should be appropriate for residential, industrial and most office and institutional uses, for which the home -to -work commute is the predominate trip type.On the other hand, trip lengths for retail and some specialized uses tend to be determined by market area and locational characteristics that are likely to be relatively similar from one community to the next. Consequently, published and unpublished data from studies of other communities have been relied upon to derive recommended trip lengths for such uses. The result of combining trip generation, primary trip and trip length information is an equivalency table that establishes the number of service units (VMT) generated by various land use types per unit of development.The recommended equivalency table is presented in Table 12.The development fee ordinance contains a provision allowing the option of independent fee determination studies for those applicants who feel that their developments will have less impact on the need for road facilities than indicated by the fee schedule. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 15 Table 12 ROAD SERVICE UNIT GENERATION BY LAND USE TYPE Trip Primary Trip Land Use Unit Rate Trips Length VMT Residential Single -Family Detached Dwelling 4.79 100°/0 2.13 10.20 Multi -Family Dwelling 3.32 100%2.13 7.07 Mobile Home/RV Park Space 2.41 100%2.13 5.13 Assisted Living Facility Dwelling 1.08 100%2.13 2.30 Retail/Commercial General Retail/Shopping Center 1000 sq. ft.21.46 58%2.13 Auto Sales/Repair 1000 sq. ft.18.75 75%2.13 Building Material/Lumber 1000 sq. ft.19.86 75%2.13 Convenience Store/Gas Station 1000 sq. ft.422.8 16%0.50 Discount Store 1000 sq. ft.28.32 48%2.13 Drive -In Bank 1000 sq. ft.132.61 27%0.75 Hotel/Motel Room 3.47 100%2.13 Movie Theater 1000 sq. ft.39.03 75%2.13 Nursery/Garden Center 1000 sq. ft.18.04 75%2.13 Restaurant, Fast Food 1000 sq. ft.248.06 30%0.50 Restaurant, Sit -Down 1000 sq. ft.44.98 38%0.75 Office/Institutional General Office Building 1000 sq. ft.5.51 100%2.13 11.74 Medical Office 1000 sq. ft.18.07 100%2.13 38.49 Hospital 1000 sq. ft.8.39 100%2.13 17.87 Nursing Home 1000 sq. ft.2.35 100%2.13 5.01 Church/Synagogue 1000 sq. ft.4.56 100%2.13 9.71 Day Care Center 1000 sq. ft.39.63 24%0.75 7.13 Elementary School 1000 sq. ft.6.02 24%0.75 1.08 High School 1000 sq. ft.5.96 50%0.75 2.24 Industrial/Warehouse General Light Industrial 1000 sq. ft.3.49 100%2.13 7.43 Warehouse 1000 sq. ft.2.48 100%2.13 5.28 Mini -Warehouse 1000 sq. ft.1.25 100%2.13 2.66 26.51 29.95 31.73 33.82 28.95 26.85 7.39 62.35 28.82 37.21 12.82 Sources:Trip rates =1/2 of trip ends on a weekday reported in ITE, Trip Generation, 6th Edition, 1997;ADT for hotel/motel per room averaged;primary trip factors for shopping center,convenience store,discount store,drive-in bank and restaurants from ITE.Trip Generation Handbook,October 1998 (shopping center factor equals non -pass -by percentage based on formula for 200,000 sq.ft.center less 10% for diverted trips);day care center primary trip factor from paper by Hitchens,1990 ITE Compendium; primary trip factors for other land uses assumed; average trip length from Table 11, other trip lengths assumed. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 16 Based on projected travel demand by land use and the net cost per vehicle -mile of travel, the net costs to provide major roadway capacity at the existing system -wide level of service per unit of development are shown in Table 13. Table 13 ROAD NET COST BY LAND USE TYPE Daily Net Cost Net Cost Land Use Unit VMT per VMT per Unit Residential Single -Family Detached Dwelling 10.20 $145.56 $1,485 Multi -Family Dwelling 7.07 $145.56 $1,029 Mobile Home/RV Park Space 5.13 $145.56 $747 Assisted Living Facility Dwelling 2.30 $145.56 $335 Retail/Commercial General Retail/Shopping Center 1000 sq. ft.26.51 $145.56 $3,859 Auto Sales/Repair 1000 sq. ft.29.95 $145.56 $4,360 Building Material/Lumber 1000 sq. ft.31.73 $145.56 $4,619 Convenience Store/Gas Station 1000 sq. ft.33.82 $145.56 $4,923 Discount Store 1000 sq. ft.28.95 $145.56 $4,214 Drive -In Bank 1000 sq. ft.26.85 $145.56 $3,908 Hotel/Motel Room 7.39 $145.56 $1,076 Movie Theater 1000 sq. ft.62.35 $145.56 $9,076 Nursery/Garden Center 1000 sq. ft.28.82 $145.56 $4,195 Restaurant, Fast Food 1000 sq. ft.37.21 $145.56 $5,416 Restaurant, Sit -Down 1000 sq. ft.12.82 $145.56 $1,866 Office/Institutional General Office Building 1000 sq. ft.11.74 $145.56 $1,709 Medical Office 1000 sq. ft.38.49 $145.56 $5,603 Hospital 1000 sq. ft.17.87 $145.56 $2,601 Nursing Home 1000 sq. ft.5.01 $145.56 $729 Church/Synagogue 1000 sq. ft.9.71 $145.56 $1,413 Day Care Center 1000 sq. ft.7.13 $145.56 $1,038 Elementary School 1000 sq. ft.1.08 $145.56 $157 High School 1000 sq. ft.2.24 $145.56 $326 Industrial/Warehouse General Light Industrial 1000 sq. ft.7.43 $145.56 $1,082 Warehouse 1000 sq. ft.5.28 $145.56 $769 Mini-Warehouse 1000 sq.ft.2.66 $145.56 $387 Source:Daily VMT from Table 12: net cost per VMT from Table 10 Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 17 If the revised road development fees are adopted at 100 percent of the net cost calculated in this report, the fees would double, triple or quadruple for most land use categories, as shown in Table 14. However, while the increases are large in percentage terms, the potential increases would only bring the City's fees within the range already charged by most other communities in the Valley (see Table 3). Table 14 POTENTIAL CHANGE IN ROAD FEES Current Maximum Potential Land Use Unit Fee Fee Increase 1 Residential Single -Family Detached Dwelling $270 $1,485 450% Multi -Family Dwelling $183 $1,029 462% Mobile Home/RV Park Space $136 $747 449% Assisted Living Facility Dwelling $61 $335 449% Retail/Commercial General Retail/Shopping Center 1000 sq. ft.$846 $3,859 356% Auto Sales/Repair 1000 sq. ft.$1,015 $4,360 330% Building Material/Lumber 1000 sq. ft.$861 $4,619 436% Convenience Store/Gas Station 1000 sq. ft.$2,238 $4,923 120% Discount Store 1000 sq. ft.$1,208 $4,214 249% Drive -In Bank 1000 sq. ft.$1,544 $3,908 153% Hotel/Motel Room $266 $1,076 305% Movie Theater 1000 sq. ft.$1,647 $9,076 451% Nursery/Garden Center 1000 sq. ft.$764 $4,195 449% Restaurant, Fast Food 1000 sq. ft.$1,879 $5,416 188% Restaurant, Sit -Down 1000 sq. ft.$1,130 $1,866 65% Office/Institutional General Office Building 1000 sq. ft.$469 $1,709 264% Medical Office 1000 sq. ft.$965 $5,603 481% Hospital 1000 sq. ft.$474 $2,601 449% Nursing Home 1000 sq. ft.$147 $729 396% Church/Synagogue 1000 sq. ft.$263 $1,413 437% Day Care Center 1000 sq. ft.$201 $1,038 416% Elementary School 1000 sq. ft.$27 $157 481% High School 1000 sq. ft.$58 $326 462% Industrial/Warehouse General Light Industrial 1000 sq. ft.$197 $1,082 449% Warehouse 1000 sq. ft.$138 $769 457% Mini -Warehouse 1000 sq. ft.$74 $387 423% Source:Maximum fees from Table 13; current fees form "City of Apache Junction Development Fee Schedule," July 2000. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 18 POLICE The Apache Junction Police Department provides police protection and law enforcement services, including animal control, within the City.The City has a main police station built in 1994, but has already run out of room in that facility.The City's facility plans call for construction of a new police substation in about three years. Service Unit The two most common methodologies used in calculating police development fees are the "calls -for- service" approach and the "functional population" approach.The calls -for -service approach uses historical data on crime reports and emergency calls by land use type to make the connection between land use type and demand for police facilities.However, many communities, including Apache Junction, do not maintain records based on the land use type where the call for service originates. An alternative approach for estimating the public safety service demands of various land use types is known as "functional population." To a large extent, the demand for police protection is proportional to the presence of people. Functional population is analogous to the concept of "full-time equivalent" employees. It represents the number of "full-time equivalent" people present at the site of a land use, and it is used for the purpose of determining the impact of a particular development on the need for police facilities. The demand for public safety services is related to real property itself, regardless of whether it is occupied, as well as to the presence of people. Consequently, the need for public safety services during the nighttime hours, when most people are at home, should not be attributed solely to residential development. For this reason, the functional population calculations are based on a 16 -hour day, rather than on a 24 -hour day. The residential component of functional population is considerably simpler than the nonresidential component. Of the 16 -hour day used in the functional population calculations, it is assumed that people spend eight hours, or one-half of their waking hours, at home. The other half of the day is spent away from home accounts for working, shopping and other away -from -home activities.This functional population factor for residential development essentially distributes the cost of public safety facilities evenly between residential and nonresidential development. The functional population for residential dwelling units is shown in Table 15. Table 15 FUNCTIONAL POPULATION PER DWELLING UNIT Average Functional Household Occupancy Population/ Housing Type Size Factor Unit Single -Family 2.68 0.50 1.34 Multi -Family 2.58 0.50 1.29 Mobile Home 2.07 0.50 1.03 Source.Average household size from Table 42 Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 19 The functional population methodology for nonresidential uses is based on national trip generation data compiled by the Institute of Transportation Engineers (ITE). Functional population per 1,000 square feet is derived by dividing the total number of hours spent by employees and visitors during a day by 16 hours. Employees are assumed to spend ten hours a day at their place of employment, accounting for both the regular 8 -hour workday and split shifts, overtime and 24 -hour operations.Visitors are assumed to spend one hour per visit. The formula used to derive the nonresidential functional population estimates is summarized in Figure 3. Figure 3 FUNCTIONAL POPULATION FORMULA Functional population/1000 sf = (employee hours/1000 sf + visitor hours/1000 sf) + 16 hours/day Where: Employee hours/1000 sf = employees/1000 sf x 10 hrs/day Visitor hours/1000 sf = visitors/1000 sf x 1 hour/visit Visitors/1000 sf = weekday ADT/1000 sf x avg. vehicle occupancy - employees/1000 sf Weekday ADT/1000 sf = one-way average daily trips (total trip ends + 2) Using this formula and information on trip generation rates from the ITE Manual, nonresidential functional population estimates per 1,000 square feet of gross floor area were calculated.Table 16 presents the results of these calculations for the same land use categories used in the road development fee schedule. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 20 Table 16 . NONRESIDENTIAL FUNCTIONAL POPULATION PER 1,000 SQ. FT. Trip Persons/Employees Visitors/Func. Land Use Unit Rate Trip Unit Unit Pop. Residential . Assisted Living Facility Dwelling 1.08 1.62 0.53 1.22 0.94 Retail/Commercial General Retail/Shop Ctr 1000 sq. ft.21.46 1.62 1.96 32.81 3.28 Auto Sales/Repair 1000 sq. ft.18.75 1.62 1.77 28.61 2.89 Building Material/Lumber 1000 sq. ft.19.86 1.17 1.47 21.77 2.28 Convenience Store w/Gas 1000 sq. ft.422.8 1.62 1.96 682.98 8.34 Discount Store 1000 sq. ft.28.32 1.46 1.97 39.38 3.69 Drive -In Bank 1000 sq. ft.132.61 1.27 3.64 164.77 3.99 Hotel/Motel Room 3.47 1.62 0.51 5.11 2.87 Movie Theater 1000 sq. ft.39.03 1.62 1.47 61.76 4.78 Nursery/Garden Center 1000 sq. ft.18.04 1.62 1.63 27.59 2.74 Restaurant, Fast Food 1000 sq. ft.248.06 1.59 10.90 383.52 10.81 Restaurant, Sit -Down 1000 sq. ft.44.98 1.78 7.46 72.60 6.93 Office/Institutional General Office Building 1000 sq. ft.5.51 1.20 3.32 3.29 2.28 Medical Office 1000 sq. ft.18.07 1.37 4.05 20.71 3.83 Hospital 1000 sq. ft.8.39 1.72 3.25 11.18 2.73 Nursing Home 1000 sq. ft.2.35 1.62 1.21 2.60 2.06 Church/Synagogue 1000 sq. ft.4.56 1.62 0.52 6.87 0.75 Day Care Center 1000 sq. ft.39.63 1.62 2.54 61.66 5.44 Elementary School 1000 sq. ft.6.02 1.62 0.92 8.83 4.99 High School 1000 sq. ft.5.96 1.62 0.66 9.00 4.91 Industrial/Warehouse General Light Industrial 1000 sq. ft.3.49 1.30 2.31 2.23 1.58 Warehouse 1000 sq. ft.2.48 1.30 1.28 1.94 0.92 Mini -Warehouse 1000 SQ. ft.1.25 1.55 0.04 1.90 0.14 Source:Trip rates from Table 9; persons per trip are average vehicle occupancies from ITE,Trip Generation,5' and 6" editions, 1991 and 1997,and U.S.Dept.of Transportation,Federal Highway Administration,"Summary of Travel Trends from the 1995 Nationwide Personal Transportation Survey." Jan 8,1999: employees per 1,000 sq. ft. from ITE Trip Generation manual (shopping center and convenience store use retail rate from National Association of Office and Industrial Parks,America's Future Office Space Needs,1990, p. 22; assisted living from American Seniors Housing Association,Assisted Living Residences -A Study of Traffic and Parking Implications,1997):visitors/unit and functional population calculated based on formula in Figure 3:1 hour per visitor assumed,with the following exceptions:10 minutes for bank,convenience store and fast-food restaurant,1/2 hour for sit-down restaurant, and 8 hours for schools, nursing homes and assisted living facilities. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 21 Total functional population for Apache junction can be estimated based on existing land use data and functional population ratios for various land use categories, as shown in Table 17. Table 17 TOTAL FUNCTIONAL POPULATION, 2001 Land Use Type Single-family detached Multi -family Mobile home Retail/Commercial Office/Institutional Industrial/Warehouse Unit Dwelling Dwelling Dwelling 1,000 sq. ft. 1,000 sq. ft. 1,000 sq. ft. 2001 Units 9,308 1,415 18,261 1,820.679 495.261 167.456 Functional Pop./Unit 1.34 1.29 1.03 3.28 2.28 1.58 2001 Func. Population 12,473 1,825 18,809 5,972 1,129 265 Total Functional Population 40,473 Source:2001 units from Table 43;residential functional population/unit from Table 15:nonresidential functional population/1.000 sq.ft.based on shopping center, general office and light industrial land uses from Table 16. Cost per Service Unit In 1994, the City built a new police station in the municipal complex. The 16,000 square foot building includes a 16-18 bed lockup. Additional capital facilities include animal control facilities with 35 dog runs and administrative offices, communications and electronic equipment, patrol vehicles, a mobile command post and a crime scene van. The total replacement cost of existing capital facilities is about $5.3 million (see Table 18). Police development fees are designed to charge new development the cost of providing the same level of service that is provided to existing development. As noted above, the service unit used in the police development fee calculations is functional population. Based on the cost of existing capital facilities and current functional population, the cost to provide the same level of service to new development is $131.67 per functional population, as shown in Table 18.In addition to the capital costs of police facilities is the cost of the portion of the development fee study attributable to police facilities.As shown in Table 18, the total cost of police facilities, including study costs, is $132.85 per functional population. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 22 Cost Comoonent Table 18 POLICE FACILITY REPLACEMENT COST Unit Cost Units Total Cost Public Safety Building NA NA $2,865,000 Public Safety Building Site (acres)$133,750 1.97 $263,488 Patrol Sedans $40,000 16 $640,000 Administrative Sedans $21,000 9 $189,000 Motorcycles $16,000 4 $64,000 4 x 4s $35,000 2 $70,000 Vans $28,000 3 $84,000 Pickup Truck $16,000 1 $16,000 Under Cover Vehicles $21,000 10 $210,000 Speed Monitoring Trailer $12,000 1 $12,000 Other Trailers $6,000 2 $12,000 Dictaphone $11,040 1 $11,040 Computer -Aided Dispatch/Records Management System NA NA $500,000 Computer Equipment NA NA $19,512 Computer Software NA NA $59,545 Copy Machines NA NA $24,471 Security System NA NA $7,287 Emergency Power Generator NA NA $18,911 Phone System NA NA $60,798 Communications Equipment NA NA $202,200 Total Replacement Cost $5,329,252 Existing Functional Population 40,473 Police Capital Cost per Functional Population $131.67 Police Development Fee Study Cost per Functional Population $1.18 Total Police Cost per Functional Population $132.85 Source:City of Apache Junction Police Department, June 22,2001 and Finance Department,"Fixed Assets by Department," September 25,2000;original 1994 police station cost of $2.474,000 adjusted to October 2001 dollars using Engineering News -Record Building Cost Index from www.enr.com;land cost per acre based on survey of asking prices for commercial land in Apache Junction CBD. August 2001; functional population from Table 17; study cost from Table 49. Net Cost per Service Unit The cost per service unit calculated above should be reduced to account for the availability of outside funding or debt service payments that will be generated by new development. The City has received several grants for police capital facilities over the past five years. Assuming that this level ofgrant funding continues, the City would receive 63 cents per functional population annually for capital improvements. Over the next 20 years, this is the equivalent of a lump sum amount of $7.85 in capital funding per service unit, as shown in Table 19. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 23 Grant Table 19 POLICE GRANT FUNDING CREDIT PER SERVICE UNIT Date Amoun I Governor's Highway Safety Grant: DUI Car July 1998 $29,000 Governor's Highway Safety Grant: 2 Motorcycles July 1998 $32,000 Bureau of Justice Administration: Car Terminals November 1998 $30,983 Bureau of Justice: Bulletproof Vests FY 1999/00 $36,000 Bureau of Justice: Bulletproof Vests FY 2000/01 $218 Total Grant Funding, 5 Years $128,201 Annual Grant Funding $25,640 Existing Functional Population 40,473 Annual Grant Funding per Functional Population $0.63 Present Value Factor (20 years at 5 percent)12.46 Grant Funding Credit per Functional Population $7.85 Source:Grant information from City of Apache Junction Grants Coordinator. July 2001; existing functional population from Table 17. Counterbalancing the costs of additional police capital facilities that will be necessary to serve new development is the sales tax revenue that new development will generate to retire the outstanding debt on the police station. The appropriate credit for these debt service payments is calculated in Appendix B.Subtracting the grant and debt service credits from the total cost yields a net cost of $99.11 per functional population, as shown in Table 20. Table 20 POLICE NET COST PER FUNCTIONAL POPULATION Police Capital Cost per Functional Population Police Grant Funding Credit per Functional Population Police Debt Credit per Functional Population $132.85 $7.85 $25.89 Police Net Cost per Functional Population $99.11 Source:Police capital cost per functional population from Table 12;police grant funding credit from Table 19; police debt credit from Table 47. Demand and Cost Schedule The maximum development fees that the City can charge for police facilities needed to accommodate new development are shown in Table 21. The maximum fee is the product of the functional population associated with each development unit times the net cost per functional population. Since the functional population calculations for nonresidential uses are based on trip generation data, the land uses included in the police development fee schedule are the same ones used in the road development fee schedule. The development fee ordinance contains a provision allowing the option of independent fee determination studies for those applicants who feel that their developments will have less impact on the need for police facilities than indicated by the fee schedule. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 24 Land Use Type Single-family Multi -family Mobile home/RV Park Assisted Living Facility Retail/Commercial General Retail/Shopping Auto Sales/Repair Building Material/Lumber Convenience Store/Gas Station Discount Store Drive -In Bank Hotel/Motel Movie Theater Nursery/Garden Center Restaurant, Fast Food Restaurant, Sit -Down Office/Institutional General Office Building Medical Office Hospital Nursing Home Church/Synagogue Day Care Center Elementary School High School Industrial/Warehouse General Light Industrial Warehouse Mini -Warehouse Table 21 POLICE NET COST PER DEVELOPMENT UNIT Functional Net Cost/Net Population/Functional Cost/ Unit Unit Population Unit Dwelling 1.34 $99.11 $133 Dwelling 1.29 $99.11 $128 Space 1.03 $99.11 $102 Dwelling 0.94 $99.11 $93 1000 sq. ft.3.28 $99.11 $325 1000 sq. ft.2.89 $99.11 $286 1000 sq. ft.2.28 $99.11 $226 1000 sq. ft.8.34 $99.11 $827 1000 sq. ft.3.69 $99.11 $366 1000 sq. ft.3.99 $99.11 $395 Room 2.87 $99.11 $284 1000 sq. ft.4.78 $99.11 $474 1000 sq. ft.2.74 $99.11 $272 1000 sq. ft.10.81 $99.11 $1,071 1000 sq. ft.6.93 $99.11 $687 1000 sq. ft.2.28 $99.11 $226 1000 sq. ft.3.83 $99.11 $380 1000 sq. ft.2.73 $99.11 $271 1000 sq. ft.2.06 $99.11 $204 1000 sq. ft.0.75 $99.11 $74 1000 sq. ft.5.44 $99.11 $539 1000 sq. ft.4.99 $99.11 $495 1000 sq. ft.4.91 $99.11 $487 1000 sq. ft. 1000 sq. ft. 1000 SCI.ft. 1.58 0.92 0.14 $99.11 $99.11 $99.11 $157 $91 _$14 Source:Functional population per unit from Tables 15 and 16; net cost per functional population from Table 20. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 25 The updated fees are compared with the current fees in Table 22. The revised maximum fees are higher than existing fees for residential, institutional and industrial uses, and lower than existing fees for general retail, office and some commercial uses.These declines can be attributed to lower trip generation rates and related factors in the sixth edition of the Trip Generation manual, which came out shortly after the last Development Fee Update Study. Table 22 POTENTIAL CHANGE IN POLICE FEES Current Maximum Potential Land Use Type Unit Fee Fee Change Residential Single-family Dwelling $118 $133 Multi -family Dwelling $114 $128 12% Mobile home/RV Park Space $91 $102 12% Assisted Living Facility Dwelling $76 $93 22% Retail/Commercial General Retail/Shopping 1000 sq. ft.$364 $325 -11`)/0 Auto Sales/Repair 1000 sq. ft.$333 $286 -14% Building Material/Lumber 1000 sq. ft.$261 $226 -13% Convenience Store/Gas Station 1000 sq. ft.$797 $827 4% Discount Store 1000 sq. ft.$355 $366 3% Drive -In Bank 1000 sq. ft.$414 $395 Hotel/Motel Room $378 $284 -25% Movie Theater 1000 sq. ft.$454 $474 4% Nursery/Garden Center 1000 sq. ft.$257 $272 6% Restaurant, Fast Food 1000 sq. ft.$1,173 $1,071 Restaurant, Sit -Down 1000 sq. ft.$914 $687 -25% Office/Institutional General Office Building 1000 sq. ft.$230 $226 -2% Medical Office 1000 sq. ft.$361 $380 5% Hospital 1000 sq. ft.$229 $271 18% Nursing Home 1000 sq. ft.$183 $204 11% Church/Synagogue 1000 sq. ft.$63 $74 17% Day Care Center 1000 sq. ft.$440 $539 23% Elementary School 1000 sq. ft.$356 $495 39% High School 1000 sq. ft.$361 $487 35% Industrial/Warehouse General Light Industrial 1000 sq. ft.$130 $157 21% Warehouse 1000 sq. ft.$79 $91 15% Mini -Warehouse 1000 sq. ft.$11 $14 27% Source:Current fees from "City of Apache Junction Development Fee Schedule," July 2000:maximum fees from Table 21. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 26 PARKS AND OPEN SPACE The City of Apache Junction operates eight parks and recreation facilities for the benefit of the public. These include several small parks, a City/school recreation complex, a senior/community center and a large regional park. All of the parks are within the City's corporate jurisdiction. The City adopted a parks development fee in 1997 and updated it in 1998. In addition to parks, the City also provides a considerable amount of open space on the north and east sides of the city, on which it has begun building a multi -purpose trail system.The City desires to purchase additional State trust land located adjacent to its existing open space.Currently, the City's parks impact fee does not include an open space component.This section calculates such a fee component. Service Unit The demand for parks facilities, as well as open space, is generally attributed only to residential development. In the original study and in the 1997 update, parks development fees were calculated in terms of a cost per person, which was then converted into a cost per dwelling unit for various housing types based on the average household size associated with single-family, mobile home and multi -family dwelling units.The level of service was expressed in terms of the cost per peak population, which in turn was estimated based on the number of units and average household sizes. In this update, a slightly different approach is used. The demand for parks facilities and open space will be expressed in Equivalent Dwelling Units (EDUs). An EDU is the demand for parks and open space equivalent to that of a typical single-family unit.Since the demand for parks and open space is proportional to population, the number of EDUs represented by a dwelling unit is the ratio of the average household size of that type of unit to the average household size of a single-family unit. EDUs per unit based on average household size data from the 1990 census are shown in Table 23 below. The total number of EDUs are then estimated based on existing housing. Table 23 PARKS AND OPEN SPACE SERVICE UNITS, 2001 Housing Type Single -Family Detached Multi -Family Mobile Home/RV Sites Average Household Size 2.68 2.58 2.07 EDUs/ Unit 1.00 0.96 0.77 2001 Housing 2001 Units EDUs 9,308 9,308 1,415 18,261 1,358 14,061 Total EDUs 28,984 24,727 Source:Average household size from Table 42; 2001 units from Table 43. Cost per Service Unit As shown below, existing City park sites total over 330 acres.With the exception of the City/School Recreation Complex, where the land is owned by the school district, the remaining 321.7 acres of the City's existing park land is under long-term (25 -year) lease from the Bureau of Land Management (BLM) Development Fee Update Study City of Apache Junction, Arizona December 3, 2001 Page 27 and will eventually be acquired through the patent process. To date, the City has developed 69.3 acres (Superstition Shadows Park was developed jointly with the school district), as shown in Table 24. Table 24 EXISTING PARKS Park Veterans Memorial Park City Hall Complex Park Little League Field Superstition Shadows Park (City/School Recreation Complex) Prospector Park Multi -Events Center/Rodeo Arena Goldminers Park Renaissance Point Retention Area Arroyo Verde Retention Area Ironwood Cove Retention Area Focal Point City/County Retention Area Total Acres 2.0 2.5 3.0 23.0 265.0 20.0 5.0 7.9 10.9 1.1 1.1 3.2 City/BLM Owned 2.0 2.5 3.0 0.0 265.0 20.0 5.0 7.9 10.9 1.1 1.1 3.2 Developed by City 2.0 2.5 3.0 7.5 30.0 20.0 0.0 0.0 0.0 0.0 1.1 3.2 Total Acres 344.7 321.7 69.3 Source:City of Apache Junction, Parks and Recreation Department, November 9, 2001 The City has obtained long-term leases on 1,628 acres of BLM land along the north and east sides of the city to preserve as open space (see Figure 4).This land will eventually be acquired through the patent process.The City has made some access improvements and has begun building a multi -purpose trail system within this linear open space corridor.There exists about 2,700 acres of State-owned open space in and around the existing open space.This land is for sale by the State and may be sold to the highest bidder and developed.This land is also eligible for preservation under the Arizona Preserve Initiative. The City is in the process of initiating petitions to reclassify some of the land to be preserved as open space. If the reclassification is granted, the land cannot be sold on the open market and the State will enter into negotiations with the City on the price of the land and how to pay for it. While the City historically has not had to pay to acquire parks or open space land, this will not be the case in the future. The City has already acquired long-term leases on virtually all of the BLM land in its proximity for use as either parks or open space. Additional land will need to be purchased owners. The City is growing to the south where the land is owned by the State and park land will have Figure 4 EXISTING OPEN SPACE from the State or from private Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 28 to be purchased at market value. Additional open space that the City is trying to acquire adjacent to its existing open space is also State-owned. A local realtor familiar with the value of comparable land in Apache Junction, Mesa and Queen Creek has estimated that the City will end up paying about $45,000 per acre for State land to be preserved as open space or used for park land. Based on this estimate, the cost to acquire the amount of parldand currently serving existing residents would be about $14.5 million, while the City's open space would be valued at $73.3 million. The development of park land includes clearing and grading the site, and installing security lighting, landscaping and utilities. The current cost of park land development is estimated by City staff to be about $77,000 per acre, based on recent parks improvement projects.Multiplying this figure by the amount of park land that has been developed by the City indicates that, in today's dollars, the City has invested approximately $5.3 million in park development, as shown in Table 25. Table 25 PARKS AND OPEN SPACE LAND AND DEVELOPMENT COSTS Cost Components Park Open Space Park Land Development Land Clearing/Grading Cost/Acre Security Lighting Cost/Acre Landscaping Cost/Acre Utilities NA $10,000 NA $20,000 NA $40,000 NA $7,000 NA NA NA NA Total Cost/Acre $45,000 $77,000 $45,000 321.7 69.3 1,628Acres Leased/Developed by City Total Cost $14,476,500 $5,336,100 $73,260,000 Source:Estimated land cost by realtor Tony Vehon from City of Apache Junction. "Report on Arizona Preserve Initiative to Reclassify/Acquire State Lands,''September 15,2000;development costs per acre from City of Apache Junction Parks and Recreation Department, 6/12/2001; park acres from Table 24;open space acres from BLM lease agreements per City of Apache Junction Parks and Recreation Department. In addition to developing park land, the City has also invested in the construction of parks facilities, ranging from playgrounds and picnic ramadas to swimming pools.The current replacement costs of these City -built facilities total about $4.4 million, as shown in Table 26. The senior/community center was not included, since it was developed with Community Development Block Grant (CDBG) funds. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 29 Table 26 EXISTING PARK FACILITIES Total City -Built Unit Total Facility Units Units*Cost City Cost Ramadas (single)3.0 3.0 $7,500 $22,500 Ramadas (Small Group)17.0 10.0 $15,000 $150,000 Ramadas ( Large Group)10.0 6.0 $25,000 $150,000 Shuffleboard Courts 3.0 3.0 $10,000 $30,000 Horseshoe Pits 5.0 5.0 $1,500 $7,500 Playgrounds 4.0 4.0 $50,000 $200,000 Ball Fields 8.0 6.5 $100,000 $650,000 Concession/Restrooms 5.0 3.5 $100,000 $350,000 Swimming Pools**1.0 1.0 $1,000,000 $1,000,000 Tennis Courts 9.0 9.0 $35,000 $315,000 Racquetball Courts 4.0 4.0 $45,000 $180,000 Basketball Courts 4.0 2.0 $35,000 $70,000 Rodeo Arena 1.0 1.0 $160,000 $160,000 Focal Point Public Art 1.0 1.0 $125,000 $125,000 Soccer/Football Fields 3.0 3.0 $100,000 $300,000 Skate Park 1.0 1.0 $250,000 $250,000 Support Facilities***na 1.0 $400,000 $400,000 Total City Facility Cost $4,360,000 * excludes facilities or portions of facilities funded by the school district ** does not include improvements scheduled for spring of 2002 *** landscape, accessibility, parking, security and maintenance facility improvements made during the past five years Source:City of Apache Junction Parks and Recreation Department, June 12, 2001. Dividing the total replacement cost of existing City parks and open space land and improvements by the total number of existing EDUs yields the capital cost per service unit. To this is added the cost per service unit of this study attributable to parks to derive the total parks and open space cost per service unit, as shown in Table 27. Table 27 PARKS AND OPEN SPACE COST PER SERVICE UNIT Parks Open Space Total Land Costs $14,476,500 $73,260,000 $87,736,500 Park Development Costs $5,336,100 $0 $5,336,100 Park Facility Costs $4,360,000 $0 $4,360,000 Total Costs $24,172,600 $73,260,000 $97,432,600 Existing Equivalent Dwelling Units (EDUs)24,727 24,727 24,727 Capital Cost per EDU $977.58 $2,962.75 $3,940.33 Study Cost per EDU $1.93 $0.00 $1.93 Total Parks/Open Space Cost per EDU $979.51 $2,962.75 $3,942.26 Source:Land and development costs from Table 25; facility costs from Table 26; existing EDUs from Table 23; parks study cost from Table 49. Development Fee Update Study City of Apache Junction, Arizona December 3, 2001 Page 30 Annual Parks Capital Grant Funding Net Cost per Service Unit The parks and open space cost per service unit should be reduced to account for potential grant funding that will pay for some of the costs, to account for tax revenues that will be paid by new residents and used to retire outstanding debt for existing park facilities, and to account for construction taxes paid on the sales price of new construction and earmarked for park capital improvements. Not all of the park development and park improvement costs have been paid for by the City with local funds. Matching grants from the state Heritage Fund and other sources have been available in the past to defray some of these costs, and are likely to continue to be available in the future. Over the five-year period from 1992-1997, the City obtained $225,000 in grant funding for park improvements. Over the last three years, the City has received about $150,000. In recent years, then, the City has been receiving about $50,000 annually in grant funding. If funding continues at this rate, the City can expect to see the present value equivalent of $25.17 in outside capital funding per single-family unit or equivalent, as shown in Table 28. Table 28 PARKS GRANT FUNDING CREDIT PER SERVICE UNIT $50,000 Existing EDUs 24,727 Annual Parks Grant Funding per EDU $2.02 Present Value Factor (20 years at 5% discount rate)12.46 Parks Grant Funding Credit per Functional Population $25.17 Source:Annual grant funding from City of Apache Junction Parks and Recreation Department. September 1997 and August 2001: existing EDUs from Table 23. The appropriate revenue credit to account for sales tax payments that will be made by new development and used, in part, to retire outstanding debt for existing park facilities has been calculated in Appendix B.This credit will be deducted from the parks cost per service unit. There is a potential for the City to get some outside funding to help acquire additional open space. The most promising source is the Growing Smarter State Trust Land Acquisition Program administered by the Arizona State Parks Department.The purpose of the program is to provide grants "to conserve open spaces in or near urban areas and other areas experiencing high growth pressures." The grants are to be used to purchase or lease State Trust land that has been classified as suitable for conservation purposes.The program requires a 50 percent local match and will provide up to $20 million annually in grants state-wide.Another potential sources of outside funding is the federal Land and Water Conservation Fund. None of these outside funding sources are guaranteed to be available. However, to be conservative, the cost per service unit should probably be reduced by one-half to account for the potential availability of outside funding to help defray part of the growth -related costs. Another source of capital funding for parks is the sales tax on new construction and the set-up of new manufactured buildings. The City's policy is to earmark these "construction tax" or "one-time sales tax" revenues to be spent only on capital improvements. The City's current adopted budget and its unofficial capital facilities plan indicate that virtually all of the one-time sales tax revenues expected to be received over the next 4-5 years will be spent exclusively on park improvements. Consequently, a credit will be Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 31 Median Single -Family Home Price 35% Sales Tax Deduction Taxable Single -Family Home Price Tax Rate provided against the parks and open space development fees equal to the average amount of sale tax paid per equivalent dwelling unit, as shown in Table 29. Table 29 CONSTRUCTION SALES TAX CREDIT $130,000 $45,500 $84,500 2.2% Construction Sales Tax per EDU $1,859 Source:Median asking price of single-family homes built in Apache Junction in the last five years from www.homeadvisor.msn.com. The net cost per service unit is calculated by subtracting the grant credits, park debt service credit and construction tax credit from the total cost per service unit, as summarized in Table 30.The construction tax credit is allocated among the parks and open space components based on their share of the total cost. Table 30 PARKS AND OPEN SPACE NET COST PER SERVICE UNIT Parks Open Space Total Cost per EDU Grant Credit per EDU Park Debt Service Credit per EDU Construction Tax Credit per EDU $979.51 $2,962.75 $3,942.26 $25.17 $1,481.38 $1,506.55 $12.76 $0.00 $12.76 $461.89 $1,397.11 $1,859.00 Net Parks/Open Space Cost per EDU $479.69 $84.26 $563.95 Source:Cost per EDU from Table 27;park grant credit from Table 28; 50% open space grant credit assumed; park debt service credit from Table 47; total construction tax credit from Table 29, allocated to parks and open space components proportional to cost. Demand and Cost Schedule The net cost to the City to accommodate the parks and open space impacts of new residential development at the existing level of service is the product of the number of service units (equivalent single-family dwelling units) associated with each dwelling unit times the net cost per EDU calculated above.As shown in Table 31, the net cost per single-family unit to provide the current level of park facilities is $564. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 32 Housing Type Table 31 PARKS AND OPEN SPACE NET COST PER DWELLING UNIT Parks Open Space Total EDUs/Net Cost/Net Cost/Net Cost/ Unit Unit Unit Unit Single-family Dwelling 1.00 $480 $84 $564 Multi -family Dwelling 0.96 $461 $81 $542 Mobile Home/RV Park Space 0.77 $369 $65 $434 Assisted Living Facility Dwelling 0.70 $336 $59 $395 Source:EDUs per unit from Table 23 (assisted living is ratio of functional population from Table 16 to single-family functional population from Table 15);net cost per unit is net parks and open space costs per EDU from Table 30 times EDUs per unit. If parks and open space development fees are adopted at the maximum rates shown above, they would increase by 54 percent from current park development fee levels, as shown in Table 32. Table 32 POTENTIAL CHANGE IN PARKS FEES Current Maximum Potential Housing Type Fee Fee Change Single-family detached $366 $564 54% Multi -family $352 $542 54% Mobile home $283 $434 53% Assisted Living Facility $235 $395 68% Source:Current fees from "City of Apache Junction Development Fee Schedule,'' July 2000: maximum fees from Table 31 Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 33 LIBRARY The City of Apache Junction provides library facilities for its residents. These facilities were expanded with a major addition in 1995. This section calculates the development fee that the City could charge to ensure that new residential development pays a proportionate share of the cost of new library facilities necessitated by growth. Service Unit As with parks, the demand for library facilities is generally attributed only to residential development. Consequently, library development fees will also be calculated in terms of a cost per Equivalent Dwelling Unit (EDU), as described in the parks section. An EDU, which is the equivalent of a typical single-family unit in terms of average household size, will be the service unit for the library development fees. Cost per Service Unit The Libra°, Expansion Needs Assessment S tne/y was prepared for the City of Apache Junction by Capital Improvement Associates, Inc. in June 1993, and was adopted by the City Council.At that time, the library occupied 10,147 square feet.The consultants recommended a 7,500 square foot addition to accommodate existing library needs. This addition was completed in May 1995, and the library currently occupies 17,647 square feet of a building it shares with the Senior Citizens/Community Center (see Figure 4).For the long-term (2010 and beyond), the needs assessment recommended expansion to a total of 38,200 square feet, to be accomplished by converting the space in the building currently occupied by the Senior Center to library use and adding another 18,000 square feet. The total cost of the library addition, which did not include land costs, was just over $1 million. This amount does not include the cost of retrofitting the existing library space with fire sprinklers, which was done at the same time but with a different contractor.Based on the cost of the 1994 library addition and construction cost inflation, the current cost of library space is $156.60 per square foot, as shown in Table 33. Table 33 LIBRARY BUILDING COST PER SQUARE FOOT Total Addition Cost Addition Square Feet $1,014,200 7,500 Cost per Square Foot (1994$) Construction Cost Inflation Factor $135.23 1.158 Cost per Square Foot (2001$)$156.60 Source:Cost from City of Apache Junction Finance Department, March 1996;construction cost inflation factor from Engineering News -Record Building Cost Index for October 2001 to 1994 annual average from website (www.enr.com). Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 34 Figure 4 1994 LIBRARY ADDITION SITE PLAN IN A ° P L : A Z . 1 PR O P E R T Y L I N E FROrFRTY LINE ',51!L PLAN L.Iarlos.RY A)0IT:C4 198:3/gL) LIBRARY EXPAN:31:N - - CITY OF APACHE JUNCTION LIBRARY EXPANSION o7A A.RCHITECTS, •NC. Development Fee Update Study City of Apache Junction, Arizona December 3, 2001 Page 35 Library buildings alone, of course, are not sufficient.Another major cost of library expansion is acquisition of circulation materials. As shown in Table 34, the cost of the library's existing circulation materials is roughly equal to the cost of the building in which they are housed. The total replacement cost of the existing library building and circulation materials is about $6.8 million. Dividing this figure by existing single-family equivalents, and adding the cost of the development fee study attributable to library facilities results in a cost of $277.17 per service unit. Library Facilities Table 34 LIBRARY COST PER SERVICE UNIT Units Unit Cost Total Cost Building (square feet)17,647 $156.60 $2,763,520 Land (acres)3.00 $133,750 $401,250 Circulation Materials DVD Collection 90 $20.00 $1,800 CD Collection 133 $12.50 $1,663 Video Collection 5,531 $10.00 $55,310 Audio Collection 2,606 $8.00 $20,848 Adult Fiction Books 17,350 $22.53 $390,896 Reference Books 4,765 $51.75 $246,589 Adult Non -Fiction Books 39,326 $51.75 $2,035,121 Juvenile Circulating Books 18,381 $18.58 $341,519 Mass Market Paperbacks 8,248 $10.00 $82,480 Documents 11,710 $10.00 $117,100 Computer Inventory $347,749 Total Existing Capital Facility Replacement Cost $6,805,845 Existing Equivalent Dwelling Units (EDUs)24,727 Library Capital Cost per EDU $275.24 Library Development Fee Study Cost per EDU $1.93 Total Library Cost per EDU $277.17 Source:Building square feet from Capital Improvements Associates, Inc.,Library Expansion Needs Assessment Study,June 1993;inventory units and computer costs from City of Apache Junction Library, June 18,2001 memorandum:building cost per square foot from Table 33; land cost per acre based on survey of asking prices for commercial land in Apache Junction CBD,August 2001:unit costs for adult fiction books,reference books,adult non-fiction books and juvenile books from School Library Journal,March 1,2001;existing EDUs from Table 23; study cost per EDU from Table 49. Net Cost per Service Unit In addition to being based on reasonable cost estimates, development fees should also take into account outside funding that may be available. The 1994 addition was partially funded with a $280,000 federal Title II grant, which was all of the Title II grant money available for libraries in the state for that year. However, Title II is no longer being funded, and State -level grants for library construction are extremely limited in Arizona. Consequently, any future expansion of the library will have to rely primarily on local funding sources. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 36 While no credit is warranted against library fees for grant funding, credit does need to be given for contributions toward repaying the debt on existing library facilities that will be made by new development. Deducting the debt service credit per service unit calculated in Appendix B yields a net cost of $262.31 per single-family equivalent, as shown in Table 35. Table 35 LIBRARY NET COST PER SERVICE UNIT Library Total Cost per Equivalent Dwelling Unit Library Debt Credit per Equivalent _Dwelling Unit $277.17 $14.86 Library Net Cost per Equivalent Dwelling Unit $262.31 Source:Total cost per EDU from Table 34; debt credit per EDU from Table 47. Demand and Cost Schedule Multiplying the net cost per service unit calculated above by the number of equivalent dwelling units associated with the different housing types yields the net cost per dwelling unit for library facilities, as shown in Table 36. Housing Type Table 36 LIBRARY NET COST PER DWELLING UNIT EDUs/ UnitUnit Net Cost/ EDU Net Cost/ Unit Single-family Dwelling 1.00 $262.31 $262 Multi -family Dwelling 0.96 $262.31 $252 Mobile Home/RV Park Space 0.77 $262.31 $202 Assisted Living_Dwelling 0.70 $262.31 $184 Source:EDUs per unit from Table 23;EDUs per assisted living unit from Table 31; net cost per EDU from Table 35. Iflibrary development fees are adopted at the maximum rates shown above, they would increase by 32 percent from current levels, as shown in Table 37. Table 37 POTENTIAL CHANGE IN LIBRARY FEES Current Maximum Potential Housing Type Fee Fee Change Single-family detached $199 $262 32% Multi -family $191 $252 32% Mobile home $154 $202 31% Assisted Living Facility $128 $184 44% Source:Current fees from "City of Apache Junction Development Fee Schedule," July 2000: maximum fees from Table 36. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 37 MUNICIPAL BUILDINGS In order to perform the functions of local government, a city must provide certain municipal buildings. For the City of Apache Junction, these facilities consist of buildings to house the administrative staff and facilities to maintain the fleet of municipal vehicles required to provide public safety, street maintenance and other local government functions. As the city grows, these municipal buildings will need to be expanded to house the additional staff and to maintain the additional vehicles needed to maintain existing levels of municipal services. Service Unit The" functional population" used in this study to estimate the demand for police protection services is also one of the few techniques used in development fee studies to estimate the demand for municipal buildings. Functional population is analogous to the concept of "full-time equivalent" employees, and represents the number of "full-time equivalent" people present at the site of a land use. The calculations of functional population for various land use types are presented in the police facilities section of this report. Cost per Service Unit The City's existing municipal buildings are provided in two locations: the municipal complex on Idaho Road and the vehicle maintenance facility on Baseline Road. The municipal buildings exclude more specialized facilities, such as the police station and library, that are located in the municipal complex but are covered by separate development fees. As shown in Table 38, the City's existing municipal buildings and the land that they occupy have an estimated replacement cost of about $2.5 million. The City does not have any outstanding deb t on its existing municipal buildings. Consequently, no debt service credit is warranted. Dividing the cost of existing facilities by the estimated functional population of the city and adding the pro rata cost of this study results in an municipal building cost of $62.04 per functional population. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 38 Table 38 MUNICIPAL BUILDING COST PER SERVICE UNIT Facility LocationLocation Value City Hall 1001 N Idaho Rd $147,000 Council Chambers and Court 1001 N Idaho Rd $157,000 Parks and Recreation Building 1001 N Idaho Rd $150,000 Development Services 1001 N Idaho Rd $75,000 Storage Building 1001 N Idaho Rd $30,000 Building Department 1001 N Idaho Rd $15,000 Development Services Building 1001 N Idaho Rd $150,000 Admin. Services 1001 N Idaho Rd $75,000 Human Resources 1001 N Idaho Rd $131,000 Attorney Building and Conference Center 1001 N Idaho Rd $100,000 Chamber of Commerce Building 122 E 2nd Ave $60,000 Public Works Garage 575 E Baseline $289,000 Wash Building 575 E Baseline $10,000 Total Building Insured Value $1,389,000 Municipal Complex Land Value (8.03 acres)$1,074,013 Total Building and Land Value $2,463,013 Existing Functional Population 40,473 Municipal Building Capital Cost per Functional Population $60.86 Development Fee Study Cost per Functional Population $1.18 Total Municipal Building Cost per Functional Population $62.04 Source:Southwest Risk Services,Apache Junction Property Schedule (insured value listing),2001;land value based on average land cost per acre of $133,750 based on survey of asking prices for commercial land in Apache Junction CBD,August 2001; functional population from Table 17; study cost from Table 49. Demand and Cost Schedule The maximum development fees that the City can charge for municipal buildings needed to accommodate new development are shown in Table 39.The maximum fee is the product of the functional population associated with each development unit times the net cost per functional population. Since the functional population calculations, at least those for nonresidential uses, are based on trip generation data, the land uses included in the municipal building development fee schedule are the same ones used in the road development fee schedule. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 39 Table 39 MUNICIPAL BUILDING NET COST PER DEVELOPMENT UNIT Functional Net Cost/Net Population/Functional Cost/ Land Use Type Unit Unit Population Unit Single-family Dwelling 1.34 $62.04 $83 Multi -family Dwelling 1.29 $62.04 $80 Mobile home/RV Park Space 1.03 $62.04 $64 Assisted Living Facility Dwelling 0.94 $62.04 $58 Retail/Commercial General Retail/Shopping 1000 sq. ft.3.28 $62.04 $203 Auto Sales/Repair 1000 sq. ft.2.89 $62.04 $179 Building Material/Lumber 1000 sq. ft.2.28 $62.04 $141 Convenience Store/Gas Station 1000 sq. ft.8.34 $62.04 $517 Discount Store 1000 sq. ft.3.69 $62.04 $229 Drive -In Bank 1000 sq. ft.3.99 $62.04 $248 Hotel/Motel Room 2.87 $62.04 $178 Movie Theater 1000 sq. ft.4.78 $62.04 $297 Nursery/Garden Center 1000 sq. ft.2.74 $62.04 $170 Restaurant, Fast Food 1000 sq. ft.10.81 $62.04 $671 Restaurant, Sit -Down 1000 sq. ft.6.93 $62.04 $430 Office/Institutional General Office Building 1000 sq. ft.2.28 $62.04 $141 Medical Office 1000 sq. ft.3.83 $62.04 $238 Hospital 1000 sq. ft.2.73 $62.04 $169 Nursing Home 1000 sq. ft.2.06 $62.04 $128 Church/Synagogue 1000 sq. ft.0.75 $62.04 $47 Day Care Center 1000 sq. ft.5.44 $62.04 $337 Elementary School 1000 sq. ft.4.99 $62.04 $310 High School 1000 sq. ft.4.91 $62.04 $305 Industrial/Warehouse General Light Industrial 1000 sq. ft.1.58 $62.04 $98 Warehouse 1000 sq. ft.0.92 $62.04 $57 Mini -Warehouse 1000 SQ. ft.0.14 $62.04 $9 Source:Functional population per unit from Tables 15 and 16: net cost per functional population from Table 38 The updated fees are compared with the current fees in Table 40.The revised maximum fees could potentially increase by 50 percent or more for residential and many other land uses. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 40 Table 40 POTENTIAL CHANGE IN MUNICIPAL BUILDING FEES Current Maximum Potential Land Use Type Unit Fee Fee Change Single-family Dwelling $53 $83 57% Multi -family DWelling $51 $80 57% Mobile home/RV Park Space $41 $64 56% Assisted Living Facility Dwelling $34 $58 71% Retail/Commercial General Retail/Shopping 1000 sq. ft.$164 $203 24% Auto Sales/Repair 1000 sq. ft.$150 $179 19% Building Material/Lumber 1000 sq. ft.$117 $141 21% Convenience Store/Gas Station 1000 sq. ft.$358 $517 44% Discount Store 1000 sq. ft.$160 $229 43% Drive -In Bank 1000 sq. ft.$186 $248 33% Hotel/Motel Room $170 $178 5% Movie Theater 1000 sq. ft.$204 $297 46% Nursery/Garden Center 1000 sq. ft.$116 $170 47% Restaurant, Fast Food 1000 sq. ft.$527 $671 27% Restaurant, Sit -Down 1000 sq. ft.$411 $430 5% Office/Institutional General Office Building 1000 sq. ft.$103 $141 37% Medical Office 1000 sq. ft.$162 $238 47% Hospital 1000 sq. ft.$103 $169 64% Nursing Home 1000 sq. ft.$82 $128 56% Church/Synagogue 1000 sq. ft.$29 $47 62% Day Care Center 1000 sq. ft.$198 $337 70% Elementary School 1000 sq. ft.$160 $310 94% High School 1000 sq. ft.$162 $305 88% Industrial/Warehouse General Light Industrial 1000 sq. ft.$58 $98 69% Warehouse 1000 sq. ft.$36 $57 58% Mini -Warehouse 1000 sq. ft.$5 $9 80% Source:Current fees from "City of Apache Junction Development Fee Schedule," July 2000; maximum fees from Table 39. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 41 APPENDIX A: DEMOGRAPHIC DATA For the purposes of this study, the amount of existing development in the city must be estimated in order to determine existing levels of service. Given Apache Junction's second -home and tourist characteristics, there is a significant difference between the peak season, which occurs in the winter months, and the off-peak season. The U.S. census, which is taken in April, is representative of the permanent population. At the time of the 1990 Census, for example, only 61 percent of the City's housing units were occupied.As might be expected, occupancy rates were lower for mobile home and mu] ti -family, but they were low for single-family units as well, as shown in Table 41. The overall occupancy rate reported in the 2000 census is very similar. Table 41 HOUSING UNITS AND OCCUPANCY, 1990-2000 Total Occupied Occupancy Housing Type Units Units Rate Single-family, 1990 3,567 2,663 75% Multi -family, 1990 1,314 865 66% Mobile home, 1990 7,906 4,252 54% Total. 1990 12,787 7,780 61% Total, 2000 22,771 13,775 60% Source:U.S.Census.1990 and 2000 (multi -family category includes everything other than single-family detached and mobile home). Average household size is an important characteristic that links occupied housing units with the number of people that reside in them.Data on average household size by structure type is available from the 1990 U.S. Census.These figures were then adjusted upward proportionately to account for non- household population. The resulting estimates of average household size by housing type are shown in Table 42. The limited data so far available from the 2000 census indicate little change has occurred in average household sizes in Apache Junction over the last decade. Table 42 AVERAGE HOUSEHOLD SIZE, 1990-2000 Occupied Persons/ Housing Type Units Population Unit Single-family, 1990 2,663 7,147 2.68 Multi -family, 1990 865 2,230 2.58 Mobile home, 1990 4,252 8,819 2.07 Total, 1990 7,780 18,196 2.34 Total, 2000 13,775 31,814 2.31 Source:1990 and 2000 U.S. Census:1990 population by housing type is household population by housing type with proportionate allocation of total group quarter residents; 2000 is total population dividing by occupied units. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 42 Combining 1990 and 2000 census data with 1990-2000 building permit data allows us to develop a relatively precise estimate of current year-round dwelling units by housing type. To this must be added the number of mobile home and recreational vehicle pads in existing mobile home and RV parks that are only occupied during the peak season, as shown in Table 43. Housing Type Single-family Multi -family Mobile home Table 43 DWELLING UNITS BY TYPE, 2001 1990 Units 3,567 1,314 7,906 1990-00 New Units 5,391 100 4,493 2000 Units 8,958 1,414 12,399 2000 New Units 350 1 162 Est. 2001 Units 9,308 1,415 12,561 Subtotal, Year -Round 12,787 9,984 22,771 513 23,284 Seasonal MH/RV Pads 5,700 0 5,700 0 5,700 Total 18,487 9,984 28,471 513 28,984 Source:1990 total year-round units and units by type and 2000 total year-round units from U.S. Census;1990- 2000 total new units is difference;1990-2000 new units by type based on 1990-2000 distribution of new units permitted from City of Apache Junction; 2000 units by type is sum of 1990 and 1990-2000 new units; 2000 new units from City of Apache Junction: seasonal mobile home/RV pads from count by GeoStat, Inc., August 1996. Since the Census does not record information on nonresidential development, other data sources must be used. Information from tax records indicates that Apache Junction had about 1.7 million square feet of nonresidential development in 1995. Adding the amount of square footage authorized by building permits issued since 1995, the current amount of nonresidential development is estimated to be about 2.5 million square feet, as shown in Table 44. Table 44 EXISTING NONRESIDENTIAL DEVELOPMENT Land Use Retail/Commercial Office/Institutional Industrial/Warehouse 1995 Sq. Ft. 1,162,598 440,299 128,550 1995-2001 Sq. Ft. 658,081 54,962 38,906 Est. 2001 Sq. Ft. 1,820,679 495,261 167,456 Total 1,731,447 751,949 2,483,396 Source:1995 square feet from Pinal County Tax Assessor records, April 11, 1995: square feet permitted since 1995 from City of Apache Junction.Development Services Department. November 14, 2001. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 43 APPENDIX B:DEBT SERVICE CREDIT The City's only outstanding long-term debt on existing capital improvements is the $4.6 million revenue bond issue used to construct the new police station, library addition and parks improvements. While technically these bonds were issued by the Municipal Property Corporation whose board happens to be appointed by the City Council, the debt service on these bonds is paid from the City's general revenues, which consist largely of sales tax revenues.New development that is required to pay for police, library and parks facilities through development fees should be given credit for the additional sales tax revenue that will be generated by new development and used to retire the bond issue. Credit against police, library and parks development fees are based on that portion of the bond issue spent on each type of facility.The disposition of the bond proceeds is shown in Table 45. Table 45 DISPOSITION OF 1992 REVENUE BOND PROCEEDS Improvement Projects Bond Issue % of Project Budget Budget Police Building $2,344,000 60.6% Library Addition $820,167 21.2% Parks Improvements $705,000 18.2% Project Subtotal $3,869,167 100.0% Reserve $770,833 NA Total Issue $4,640,000 NA Source:City of Apache Junction Finance Department, February 1996. In 1997, the remaining $3 million in the original bond issue was refunded as part of a new $10 million bond issue. The additional bonded amount is to be used to pay for street improvement projects. Consequently, 30 percent of the debt service for the new bond issue is attributable to the police, library and parks improvements funded with the original issue. Some method must be used to allocate the debt service credit among various land use types.Retail businesses collect the sales tax, but the sales tax is paid by consumers and all types of businesses.For the purposes of this analysis, the debt service credit will be allocated among various land uses based on the functional population associated with that land use (see the police section for a description of functional population). The present value of the future debt service payments amounts to $42.72 per functional population, as shown in Table 46. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 44 Table 46 DEBT SERVICE PAYMENTS PER FUNCTIONAL POPULATION Year Total Debt Service/ ending Debt Attributable Functional Functional 6/30:Service Debt Service Population Population 2001 40,473 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 $1,218,505 $1,220,765 $1,220,200 $1,222,338 $1,223,405 $1,218,425 $319,450 $322,275 $324,425 $321,150 $327,200 $365,552 $366,230 $366,060 $366,701 $367,022 $365,528 $95,835 $96,683 $97,328 $96,345 $98,160 42,861 45,390 48,068 50,904 53,907 57,088 60,456 64,023 67,800 71,800 76,036 $8.53 $8.07 $7.62 $7.20 $6.81 $6.40 $1.59 $1.51 $1.44 $1.34 $1.29 Total $8,938,138 $2,681,444 NA $51.80 Net Present Value of Future Debt Service per Functional Pop.$42.72 Source:Debt service payments for City of Apache Junction Municipal Property Corporation Municipal Facilities Revenue Bonds,Series 1998 from City of Apache Junction Finance Department:debt service attributable to original bond issue is 30%(the $10 million issue refunded $3 million from the 1992 issue); 2001 functional population from Table 17,functional population for succeeding years based on 1990-2000 year-round dwelling unit growth of 5.9% from Table 43; net present value based on 5% discount rate. The total debt service credit per functional population for the 1992 bond issue calculated above must be multiplied by the percentages attributable to each of the three facility type funded to determine the attributable debt service credit by facility type. This is all that is needed for the police development fees, which are based on functional population.However, the credits for parks and libraries need to be converted to a credit per equivalent dwelling unit.This is accomplished by multiplying each by the current city-wide ratio of functional population to EDUs. The resulting debt service credits for police, parks and library facilities are presented in Table 47. Table 47 POLICE, PARKS AND LIBRARY DEBT SERVICE CREDITS Police Parks Library Total Debt Service Credit per Functional Population Percent Attributable to Type of Facility Attributable Debt Service Payment per Functional Population City-wide Functional Population per Equivalent Dwelling Unit $42.72 60.6% $25.89 na $42.72 18.2% $7.78 1.64 $42.72 21.2% $9.06 1.64 Debt Service Credit per Equivalent Dwelling Unit na $12.76 $14.86 Source:Total debt credit per functional population from Table 46;percentages from Table 45;ratio of functional population to EDUs from Table 17 and Table 23. Development Fee Update Study City of Apache Junction, Arizona December 3, 2001 Page 45 APPENDIX C:STUDY COST In addition to the direct cost of capital improvements, the City can also recover the cost of preparing and updating the development fee study from development fees.As shown in Table 48, the development fee study per facility is calculated by dividing the total cost of this study by the number of facilities studied. Table 48 STUDY COST PER FACILITY Study Cost $44,740 No. of Facilities Studied 5 Cost per Facility $8 948 Since the development fee ordinance mandates that the study be updated every three years, the cost of this study attributable to road, police, parks, library and municipal building development fees should be recovered from development fees over the next three years. Dividing the development fee study cost attributable to each type of facility by the projected number of new service units to be added over the next three years results in the following costs per service unit. Cost Factor Type of Service Unit Attributable Study Cost New Service Units, 3 years Table 49 STUDY COST PER SERVICE UNIT Roads VMT $8,948 47,289 Police Func. Pop. $8,948 7,595 Parks EDUs $8,948 4,640 Library EDUs $8,948 4,640 Munic. Func. Pop. $8,948 7,595 Study Cost per Service Unit $0.19 $1.18 $1.93 $1.93 $1.18 Source:Study cost per facility from Table 48; new service units based on 5.9% annual growth in dwelling units from 1990-2000 from Table 43 and existing VMT from Table 4, existing functional population from Table 17 And existing EDUs from Table 23. Development Fee Update Study December 3, 2001 City of Apache Junction, Arizona Page 46