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09-25-2012 Joint MeetingJOINT MEETING OF THE ISLE OF WIGHT COUNTY BOARD OF SUPERVISORS HELD THE TWENTY -FIFTH DAY OF SEPTEMBER IN THE YEAR TWO THOUSAND AND TWELVE PRESENT: Alan E. Casteen, Chairman JoAnn W. Hall, Vice - Chairman Rex W. Alphin Byron B. Bailey Delores M. Darden Also Attending: Mark C. Popovich, County Attorney W. Douglas Caskey, County Administrator Carey Mills Storm, Clerk Chairman Casteen called the meeting to order at 4:00 p.m. for the purpose of discussing jointly with the Planning Commission an update to the County's 2012 Draft Cash Proffer Study. Julie Herlands, Principal, TischlerBise, reviewed the draft update with the Board and Planning Commission, a copy of which is attached and entitled "Attachment A" to these minutes. It was noted that the Study was last updated in 2003 and needs to be brought up -to -date with current economic conditions. The Board concurred that it would defer continued discussion of the matter to the Commission and await its recommendation. At 5:25 p.m., Chairman Casteen declared the joint meeting adjourned. Alan E. Casteen, Chairman Carey M lls Storm, Clerk Board of Supervisors' Minutes September 25, 2012 Attachment A Cash Proffer Study County of Isle of Wight, Virginia Presentation to: Isle of Wight Board of Supervisors Isle of Wight Planning Commission Presented by: Julie Herlands, AICP, Principal September 25, 2012 T Fiscal, Economic & Planning Consultants Tischler'nise, Rnc, Fiscal, economic, and planning consultants National Practice Fiscal Impact Evaluations (700 +) Impact Fees (800 +) Infrastructure Needs & Revenue Strategies Public and Private Sector Experience M. C Albemarle County Alexandria Amherst County Chesapeake Chesterfield County Falls Church Frederick County Goochland County Henrico County Isle of Wight County King George County Leesburg Prince George County Prince William County Spotsylvania County Stafford County Suffolk Sussex County q TischlerBise is the only national firm focused exclusively on cost of growth and revenue enhancement issues. 2 i .,mi,r • One -time voluntary monetary commitment by property owner • Made at time of rezoning • For capital facilities and additional capacity • Offsets impact of the rezoning to provide capital facilities • Represents new growth's fair share of capital facility needs and costs; payer must receive a benefit • Not a revenue raising mechanism but a way to meet growth - related infrastructure needs Ti9 hIsSise Fnc.1 E- Mn.nY Cun.ullnl. ' 4, •Interview key staff /obtain information and review previous study and related reports • Analyze current demographics and growth • Determine existing levels of service and capital needs due to new growth • Determine appropriate generators of demand • Evaluate methodological alternatives • Evaluate need for credits • Calculate cash proffer amounts Tischl"Lw Differences from Previous Cash Proffer. 7 I-. • Updated existing categories • Prepared new studies for Transportation, Water and Sewer • Amounts for single family units are presented by size of unit as an option • County buildings category is separated into multiple categories to reflect demand indicators - General government, Libraries, Sheriff • Credit approach is revised to better reflect linkages between demand from the land use T�chlerBlse General Methodologies • Cost Recovery (past) Oversized and unique facilities • Incremental Expansion (present) - Formula -based approach documents level -of- service with both quantitative and qualitative measures • Plan -Based (future) - Common for utilities and transportation but can also be used for other public facilities Toth "ise 6 n IEun a. �d•u��•y i.n��n�.•.� Isle of Wight County Current (2011) Development Base Population: 36,151 Housing Units: 14,913 9,697 Nonresidential TwhlerBise Area: 5.3 million Isle of Wight County Demand Indicators Persons per Housing Unit Type of Unit Persons HUs Persons Per Housing Unit Single Family* 28,200 11,399 2.47 Multi Family /Other 11-698 1,028 1.65 Manufactured Homes 4,584 2,007 2.28 *Includes Single Family Detached and Single Family Attached. Source: U.S. Census Bureau 2005 -2009 American Community Survey 5 -Yr Estimates Tischlertlise Isle of Wi Schools [091MO'' Mac � Parks and Recreation Libraries Sheriff Fire & Rescue General Government Transportation Water and Sewer Utilities TMhi"im f n: V fuw J � � L �4P�1 �d CYMY.IInI\ Summary of Components &Methodologies • School Buildings Buses Schools Land Administration Incremental Expansion • Mobile Units Office Space • Park Land Acquisition Parks and Recreation Recreation Centers Park Improvements Vehicles /Equipment Incremental Expansion • Trails /Multi -use Plan -based Pathways Libraries 0 Buildings Incremental Expansion Sheriff ° Sheriff Office Space • Vehicles /Equipment Incremental Expansion • Animal Control Facility Cost Recovery Fire and Rescue Fire Stations Rescue Stations Incremental Expansion • Fire Apparatus 0 Rescue Apparatus General Government ' County Buildings 0 Vehicles /Equipment Incremental • Court Buildings Cost Recovery Transportation 0 Road and Intersection Improvements Plan -based Water Water Improvements (Source, Distribution, Plan -based Storage) by Development Service District Wastewater ° Wastewater Improvements (Collection) by Plan -based Development Service District Components - School construction - Land - Mobile Units - Buses - Admin /Operations facility Demand generator: Student enrollment Credit for outstanding debt TwhIw6iw Student Generation Rates Single Family Multifamily /Other Manufactured Home Source: TischlerBise 0 -2 Bdrms 3 -4 Bdrms 5+ Bdrms 0.1391 0.4171 0.730 A11 bedrooms = = => All bedrooms = =_> Based on U.S. Census Bureau, Year 2005 -2009 ACS 5 -Yr Public Use Microdata Sample for Virainia PUMA 03100 and calibrated to Isle of Wiaht Countv. Tiwhler W •�.a.l f {w. [ � a b r�N�� n�C.n:u��n�. WAR, Wtd A Comparison of Updat ! 1 Current F-I-vl . Single Family ** Multifamily Manufactured Homes All Grades Current Increase Adopted* • • • - • (Decrease� 0.64 0.38 ( 0.26) 0.63 0.28 ( 0.35) 0.56 0.30 * 2003 Isle of Wight County Cash Proffer Study, Hampton Roads Planning District Commission ** 2011 updated figure includes single family attached units Twhler6ise ntcd fw . n i v r .nn.n J Cw�rNt.n.. Schook--- Cash Proffer Input Factor�-7 Twhk4d ise INPUT VARIABLES: Isle of Wight County Schools Public School Students Per Housing Unit (2011 -12) (weighted averages) Single Family* Multifamily Manufactured Homes * Includes Single Family Detached and Attached Units Current Level of Service Standards School Level Flementary Middle Hinh 0.180 0.067 0.132 0.180 0.055 0.047 0.146 0.047 0.108 Elementary Middle High Building Square Feet Per Student 151 228 146 Total Cost Per Square Foot $183.72 $177.44 $139.63 Total Building Construction Cost Per Student $27,741.72 $40,456.32 $20.385.98 Acreage Per Student 0.055 0.054 0.055 Land Cost Per Acre $22,000 $22,000 $22,000 Land Cost Per Student $1,210.00 $1,188.00 $1,210.00 Mobile Unit Classrooms Per Student 0.0021 0.0000 0.0000 Cost Per Mobile Unit Classroom $60,000 $60,000 $60,000 Mobile Unit Classroom Cost Per Student $126.00 $0.00 $0.00 Buses per Student Cost per Bus 0.015 $85,000 0.015 $85,000 0.015 $85,000 Bus Cost Per Student $1,251.00 $1,251.00 $1,251.00 Admin Facilities Cost Per Student $71.56 1 $71.56 1 $71.56 Consultant Study Cost Per Student $30,424.49 $24.21 $22,942.75 $24.21 $24.21 ($5,400.49) ($5,400.49) Total Net Local Capital Cost Per Student $25,024.00 $37,590.60 $17,542.26 [Total Gross Capital Cost Per Student $30,424.49 $42,991.09 $22,942.75 1 nra I Sharp of Ca na rity Cnct inn no/ 1 nn no/ 1 nn no/ Total Gross Local Capital Cost Per Student $30,424.49 $42,991.09 $22,942.75 Principal Payment Credit Per Student ($5,400.49) ($5,400.49) ($5,400.49) Total Net Local Capital Cost Per Student $25,024.00 $37,590.60 $17,542.26 Schools Cash Proffer Amount MAXIMUM ALLOWABLE SCHOOL CASH PROFFERS (AVERAGE SIZE): Cash Proffer Per Housing Unit (Weighted Avera Single Family* Multifamily Manufactured Homes * Includes Single Family Detached and Attached Units School Cash Proffers Per Housing Unit (By Bedroom Count) Single Family* TOTAL 0 -2 Bdrms $3,274 3 -4 Bdrms $10,261 S+ Bdrms $18,494 Average 1 $9,337 Twhlaiw TOTAL $9,337 $7,395 $7.313 r �t � [ '� � /•; �./� sic i � � , pm • Components • Park improvements • Parkland • Recreation facility space • Trails /Multi -use Pathways • Vehicles /equipment • Demand generators: Population - Nonresidential vehicle trips for Multi -use Pathways • Debt service credit TwhImBise 16 icarks Cash Proffer 1 Facton�,, Park Land Cost Improved Park Land Cost Unimproved /Passive Park Land Cost Park Improvement Cost Per Person $23.47 $0.00 Improved Park Improvements Cost $265.86 Unimproved /Passive Park Improvements Cost $0.00 Recreation Facilities Cost $56.16 Trails Cost $109.79 Vehicles /Equipment Cost $23.15 Consultant Cost $1.90 GROSS COST PER PERSON $480.33 Debt Service Credit $6.18 NET CAPITAL COST $474.15 Ti9cM"ise Trails /Multi -use Pathways Cash Proffer (Nonresidential) Trail /Multi -use Pathwa GROSS COST $12.56 Debt Service Credit $0.67 NET CAPITAL COST $11.89 Nonres. Land Use Category Weekday Vehicle Trip Ends Trip Rate Adj. Facto101 � ITECode 820 Commercial / Shpg Ctr TJ a Ny . a ) 42.94: 38 % i_'.- i. M^,C $0.19 710 Office 11.01; 50% $0.06 ......140 ... ............................... 150 ----------- ---- ------............. 152 Manufacturi. n ........................ ............................... .... Warehousing - -- ....- - . - High -Cube Warehouse .........................3.:82: ...... 3.56 - -.- 1.44 50 %........................ :.............................. ....... 50% - -.. - 0 - 50% .......................$0.02... $0.02 - -- .__ ....._....... - $0.00 T�chiefflise 19 ..,,E „��..� .,„ u�P,,.o�... Libra Cash Proffer Components Library facilities Demand generator: Population Twh1wBise Libraries Cash Pro Level Of Service and Infrastructure Costs Per Person Library Facilities $114.70 Consultant Cost $0.95 GROSS COST PER PERSON X115.65 Debt Service Credit Residential Cash Proffers per Housina Unit RghWBim Number of Persons per C 14A 6 P 7 � Unit Type Bedrooms Housing Unit Single Family ..................................... I ................................................................ .............................................. 0-2 1.73 ..... I .......................................... $200 .................................................... Single Family Single .......... .............................................. 3-4 2.58 ................................................ $298 .................................................... Single Family 5+ 3.54 $409 Single Family Avg 2.47 $285 Multi family/Other All Sizes 1.65 $190 Manufactured Home All Sizes 2.28 $263 RghWBim Sheriff dash Piraffre7 ® Components • Buildings • Animal Control • Vehicles /equipment ® Cost allocation: % Calls for service to residential versus nonresidential development ® Demand generator: Population and Nonresidential trips • Credit for outstanding debt Twhl"ise 22 Sheriff Cash Proffer (Residentia.1 Level Of Service and Infrastructure Costs Per Person Sheriff Building Space $83.78 Animal Control $43.08 Sheriff Vehicles and Equipment $51.99 Consultant Cost $1.38 GROSS CAPITAL COST $180.23 Debt Service Credit ($35.68 NET CAPITAL COST 5144.55 Residential Cash Proffers Per Housina Unit Number of Unit Type � Bedrooms i Persons per g Unit Housing C�£ Single Family 0 -2 ; 1.73 $250 Single Family - � 3 -4 Single Family E 5+ Single Family I Avg _ 2.58 3.54 2.47 - $372 $511 $357 Multifamily/Other All Sizes ' 1.65 $238 Manufactured Home All Sizes 2.28 $329 T=h1wBise 23 nscJ fcw.an.. N.t.nn nN w�wrt.rt. Sheriff Cash Proffer (Nonresidential) Level Of Service and Infrastructure Costs Per Nonres Trip Sheriff Building Space $28.69 Animal Control $0.00 Sheriff Vehicles and Equipment $20.37 Consultant Cost $0.13 GROSS CAPITAL COST $49.19 Debt Service Cred it $4.15 NET CAPITAL COST $45.04 Tis WwBise 24 f ii..l E— .", , N .— -, C. t.ult.nt+ Nonres. Land Use Category Weekday Vehicle Trip Ends Trip Rate Adj. Factors ITECodei�'S s +�7 • .t - - -- i� • 1 • •.r %1G� ............................... $0.73 820 Commercial / Shpg Ctr .............................................................................................................................................................................,........................................................................ 42.94: 38% 710_ Office _ 11.01: _ 50% _ _$0.24 140 Manufacturing 3.82: 50 %� $0.08 ....... 150... Warehousing ............................ ............................... 3.: 56. � ............................50% ................... ........................$0.08.. 152 High -Cube Warehouse 1.44: 50% $0.03 Tis WwBise 24 f ii..l E— .", , N .— -, C. t.ult.nt+ • •.. r N i �•, i a / liiii! • Components • Fire Station space • Fire Vehicles /Apparatus • Rescue Station Space • Rescue Vehicles /Apparatus • Cost allocation: % Calls for service to residential versus nonresidential development • Demand generator: Population and Nonresidential trips • Credit for outstanding debt TWhl"im 25 I..:U i:.� o ^. M1 runn rtl (onw•1� ^i• Fire and Rescue Cash Proffer (Residential) Level Of Service and Infrastructure Costs Per Person Fire Station Space $206.58 Fi re Appa ratus and Equipment $267.67 Rescue Station Space $53.31 Rescue Apparatus and Equipment $42.38 Consultant Cost $1.42 GROSS CAPITAL COST $571.36 Debt Service Credit ($66.02 NET CAPITAL COST $505.3fi Residential Cash Proffers Per Housina Unit I =-, . Number of Persons per Unit Type Bedrooms Housing Unit Single Family 0-2 1.73 $874 Single Family 3-4 2.58 $1,303 Single Family 5+ 3.54 $1,788 Single Family Avg 2.47 $1,248 MukomilyjOther All Sizes 1.65 $833 Manufactured Home A11 Sizes 2.28 t $1,152 I =-, . Fire and Rescue Cash Preffe,.-- (Nonresidential) Level Of Service and Infrastructure Costs Per Nonres Trip Fire Station Space $91.94 Fire Apparatus and Equipment $119.13 Rescue Station Space $19.26 Rescue Apparatus and Equipment $15.31 Consultant Cost $0.12 GROSS CAPITAL COST $245.76 Debt Service Credit ($22.73) NET CAPITAL COST .5223.03 TwhImBise 27 rn. 11 . feu en.b.i..n yu.1. 1. Weekday Vehicle Trip Rate Adj. Nonres. Land Use Category (• ,� Trip Ends Factors ITE Code :',i i r. . >�, .fir r,..,,i��--�.. , /�� 820 Commercial / Shp Ctr 42.94 38% $3.63 710 Office 11.01 50% $1.22 140 Manufacturin .. ...... ..................... . . . .. .................................. ............................... 3.82 ............... ............................... ...... 50% ... ............................... ..... 0.42 ...................... ............................... ... 150 Warehousing ......... ............................... ........................... 3.56 50% ... $0.39 ....................... ............................... 152 High -Cube Warehouse 1.44 50% $0.16 TwhImBise 27 rn. 11 . feu en.b.i..n yu.1. 1. General Government Cash Proffer • Components • County Buildings • Court Facilities • Vehicles • Cost allocation: Proportionate share for residential versus nonresidential development • Demand generator: Population and jobs • Credit for outstanding debt TwhIbSise —., Ewa — l C.—lu" General Government Cash Proffer (Residential) Level Of Service and Infrastructure Costs County Facilities Building Cost Courts Facilities Building Cost County Vehicles Cost $36.92 Consultant Cost $0.84 GROSS CAPITAL COST $646.18 Debt Service Cred it NET CAPITAL COST Residential Cash Proffers Der Housina Unit Unit Type Number of Bedrooms Persons per Housing Unit Single Family 0 -2 1.73 $673 Single Fa mi I y 3_ -4 2.58 $_1,003 Single Family .... Single Family 5+ Avg �.... 3.54 2.47 $1,377 $960 Multi amil /Other All Sizes 1.65 $641 Manufactured Home A11 Sizes 2.28 $887 ThwhlerBise re ...i E €�as�n s ti N.nre n�a Cu �.ulu.' Y General Government Cash Proffer (Nonresidential) Level Of Service and Infrastructure Costs County Facilities Building Cost Courts Facilities Building Cost Per lob $57.63 $112.08 County Vehicles Cost $14.46 Consultant Cost $0.10 GROSS CAPITAL COST $184.27 Debt Service Credit ($96.88) NET CAPITAL COST $87.39 Nonresidential Cash Proffers per Square Foot o Floor Area Nonres. Land Use Category Employees I R ITE Code l!A/,!r *1.1 820 Commercial / Shpg Ctr Average -._ _.._.._ .- .....� ............. 2.00 $0.17 710_Office_ _ _ 3.32 $_0.29 140 M_anufacturi_n_g_ ..._. �mm �.. --.... 1.79�T _ $0.1_6_ ..__.....�_......_. 150 Warehousing .......................................................................................................................................................................................................... 0.92 _ $0.08 ............................... 152 High -Cube Warehouse 0.37 $0.03 TiscM"ise Ironl Eu� c�r�� y �411�1 ny Ca i.ull.`i�t 30 Total Updated Cash Proffer- Amounts (Existing Categories) Ti9chlerBise gnu. (u,rumnb�ann.g CumwL�r.. Number of Residential Bedrooms Single Family 0 -2 $3,274 $820 $200 $250 $874 $673 $6,091 Single Family 3 -4 $10,261 $1,223 $298 $372 $1,303 $1,003 $14,460 Single Family 5+ $18,494 $1,678 $409 $511 $1,788 $1,377 $24,257 Single Family Avg $9,337 $1,171 $285 $357 $1,248 $960 $13,358 Multifamily /Other All Sizes $7,395 $782 $190 $238 $833 $641 $10,079 Manufactured Home All Sizes $7,313 $1,081 $263 $329 $1,152 $887 $11,025 Nonresidential 820 Commercial/ Shpg Ctr n/a $0.19 n/a $0.73 $3.63 _ $0.17 $4.72 710 Office n/a $0.06 n/a $0.24 $1.22 $0.29 $1.81 140 Manufacturing n/a $0.02 n/a $0.08 $0.42 $0.16 $0.68 150 Warehousing n/a $0.02 n/a $0.08 $0.39 $0.08 $0.57 152 High -Cube Warehouse n/a $0.00 n/a $0.03 $0.16 $0.03 $0.22 Ti9chlerBise gnu. (u,rumnb�ann.g CumwL�r.. Existing Cash Proffer Amounts From 2003 Ce Proffer Stud ToNerBise Table 1; Schedule of Maximum Supportable Gast Proffers Cash Proffer Schedule Isle of Wight County, Virginia ash V Residential Single Familly (1) Multifamily (2) Mobile Home & Other Non - Residential Office Business Park Retali/Shopping Ctr (3) Manufacturing Warehousing Public Recreational County Rescue Fire Total School Facilities Buildings (4) Squad Dept. Proffer Per Housing Unit $9,641 $695 5362 $54 $437 $11,189 $12,141 $539 $452 $42 $437 $93,811 $9,893 $640 $487 $60 $437 $11,507 Per 1,000 Square Feet of Gross Floor Area $67 $529 $64 $529 $103 $529 $36 .$529 $25 $529 $596 $593 $632 $565 $554 ) Single Family includes .attached and townhouse units T ) The lower average market value per unit is the major reason why the school proffer is higher for this ►tegory than the single family category. RetaillShopping Center includes eating and drinking establishments. County building proffers may be reduced by the Board of Supervisors to account for possible State funding. ® Plan -based improvements • Capacity road and intersection improvements ® Demand Generator: Vehicle miles of travel • Trip rates by type and size of housing unit • Trip rates by type of nonresidential development TwhlerBise 33 ii.c.l Ftw ci ^.� 6 F .nri -� CYnu[.wn � Road Improvements Lane -Mile Project Increase ESTIMATED TOTAL PROJECT COSTS Other (Non - Local) Funding (50 %) TOTAL COUNTY ESTIMATED COST Route 669 0.6 $4,300,000 $2,150,000 $2,150,000 Route 258 15.2 $91,200,000 $45,600,000 $45,600,000 Route 258 2.0 $25,600,000 $12,800,000 $12,800,000 Route 258 2.0 $22,4501000 $11,225,000 $11,225,000 TOTALS 1 19.8 $143,550,000 1 $71,775,000 1 $71,775,000 Intersection Improvements . Project ESTIMATED TOTAL PROJECT COSTS Other (Non - Local) Funding (50 %) TOTAL COUNTY ESTIMATED COST Route 460 Windsor Blvd at Rte 258 (Prince St ) $3,100,000 $1,550,000 $1,550,000 Rte 460 (Windsor Blvd) at Rte 607 (Old Mill Rd) $1,500,000 $750,000 $750,000 Rte 10 Byp a s s a t Rte 258 (Ma i n St. ) $1,000,000 $500,000 $500,000 Rte 17 Carrolton Blvd at Rte 669 (Smiths Neck Rd) $3,000,000 $1,500,000 $1,500,000 Rte 17 (Carrolton Blvd) at Rte 258 (Brewers Neck) $1,000,000 7 1 $500,000 1 $500,000 Tt9( hl"ise TOTALS $9,600,000 $4,800,000 $4,800,000 4 fnn Fu.e cin a H .—B C—O.- Utilities Cash Proffers /Capacity Fees • Plan -based capacity improvements to serve growth • Water improvements • Sewer improvements • Organized by Development Service District • Consulted County Water and Sewer Master Plan, Water and Sewer Rate Study, County CI Ps, County Comp Plan, and County Staff • Demand Generator m Water use per EDU ® Sewer use per EDU Tw lerBise ort DSD Cash Proffers /Capaci NEWPORT Development Service District (DSD) fees Meter Size (inches) WATER WASTEWATER TOTAL 5/8" $2,437 $0 $2,437 3/4" $3,655 $0 $3,655 1.00 $6,092 $0 $6,092 F- 1.50 $12,183 $0 $12,183 ® Treated water to serve Newport and Windsor DSD (divided between existing users and new development): $57.6 million total over 14 years, with a portion allocated to growth ® Water Distribution to deliver treated water to both Newport and Windsor DSD: $4.3 million • Water Storage specifically for Newport DSD: $3 million • Water Distribution specifically for Newport DSD: $1.7 million Ti Awise M Windsor DSD Cash Proffers /Capaci WINDSOR Development Service District (DSD) Fees Meter Size (inches) WATER WASTEWATER TOTAL 5/8" $2,291 $5,816 $8,107 3/4" $3,436 $8,723 $12,159 1.00 $5,727 $14,539 $20,266 1.50 $11,4551 $29,078 $40,533 o Treated water to serve Newport and Windsor DSD (divided between existing users and new development): $57.6 million i total over 14 years, with a portion allocated to growth ® Water Distribution to deliver treated water to both Newport and Windsor DSD: $4.3 million e Water Storage specifically for Windsor DSD: $3.4 million a e Water Distribution specifically for Windsor DSD: $1.8 million o Wastewater Collection for Windsor DSD: $6.6 million T=MerBise . N Ew o N ..N1 ry W +vtn.t Camptown DSID Cash CAMPTOWN Development Service District (DSD) Meter Size (inches) WATER WASTEWATER TOTAL 5/8" $3,019 $1,922 $4,941 3/4" $4,528 $2,883 $7,411 1.00 $7,546 $4,805 $12,351 1.50 $15,093 $9,610 $24,703 Water Storage for Camptown DSD: $ Water Distribution for Camptown DS Wastewater Collection for Camptown TisghWise n¢a tw , na d� Bunn cy w•�wd.•... m