HomeMy WebLinkAboutItem 3G: Resolution adopting SDC Inflationary Adjustments
ECC
UGENE ITY OUNCIL
AIS
GENDA TEM UMMARY
Adoption of Resolution 4998 Adopting Inflationary Adjustments to Systems
Development Charges for Parks System, and Local Wastewater System, Stormwater
System, and Transportation System; Superseding Administrative Order 58-08-02-F; and
Amending Resolution No. 4900
Meeting Date: January 11, 2010 Agenda Item Number: 3G
Department: Public Works Staff Contact: Nancy Burns
www.eugene-or.gov Contact Telephone Number: 682-6887
ISSUE STATEMENT
The City Council is asked to approve a resolution adopting an increase in Systems Development
Charges (SDCs) for the local wastewater, stormwater, transportation and parks systems. The proposed
adjustment follows adopted policy for implementing periodic adjustments to SDCs based on adopted
cost indices. An adjustment to local SDC rates was not implemented in 2009, in consideration of the
local economic downturn; therefore the current proposal reflects a two-year adjustment period.
Section 2.4 of the SDC Methodologies requires that revisions to fees by more than five percent shall be
established by resolution of the City Council.
BACKGROUND
Council Action History
Effective May 7, 2007, the council adopted the System Development Charges (SDC) Methodologies by
Resolution No. 4900 which updated the parks SDC methodology and rates. Resolution No. 4900 has
subsequently been amended by Resolution Nos. 4929 (inflationary adjustment to Parks SDC rates
effective April 3, 2008), 4943 (inflationary adjustment to regional wastewater SDC rates effective July
1, 2008), 4977 (amending the local SDC administrative fee effective January 1, 2010), and 4991
(modifications to the regional wastewater SDC methodology and rates effective January 1, 2010). In
addition, inflationary adjustments of SDC rates for the local wastewater, stormwater, and transportation
systems were adopted by Administrative Order No. 58-08-02-F, effective April 3, 2008, and inflationary
adjustments of the regional wastewater SDC rates were adopted by Administrative Order Nos.
58-07-08-F (effective August 20, 2007) and 58-09-08F (effective July 1, 2009).
This action is being placed on the Consent Calendar because the resolution adopts a standard periodic
adjustment following policies and procedures previously adopted by the council.
Financial Considerations
SDCs provide a funding mechanism to account for the costs and value of infrastructure system capacity
required by new development. The SDC Methodologies adopted by the council provide for periodic
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adjustments to SDCs to further account for changes in construction and land costs. Periodic adjustments
allow SDCs to more closely reflect current costs of providing system capacity to new development.
The proposed rate adjustment to the local wastewater, stormwater and transportation SDCs is based on a
single adopted cost index, the 20-city national average construction cost index (CCI) as published by the
Engineering News-Record (ENR). The ENR CCI reflects an increase in average construction costs of
6.8% for the prior 24-month period as reported in December, 2009.
The proposed adjustment to the parks SDC is based on two adopted cost indices: 1) as with other local
systems, the ENR CCI is used to adjust park development costs; and 2) the Lane County Assessment &
Taxation Office’s (LCA&T) published Sales Ratio Report is used to adjust park land acquisition costs.
Application of the published 2008, and 2009, Sales Ratio Reports reflects a 28.6% increase in average
costs of vacant residential and recreational land over a 24-month adjustment period, in this case calendar
years 2007, and 2008, since a published Sales Ratio Report reflects the previous calendar year’s data.
The combined effect of applying these two indices to the parks SDC is that rates for residential
development types increase by approximately 22.5% while rates for nonresidential development types
increase on average by 29.4%. The difference in parks SDC rate adjustments between residential and
nonresidential categories is related to the different effect of the inflationary adjustments on the park
bond debt service SDC credit calculation versus the gross SDC calculation. This is a result of how
construction and land costs impact the various projects in the adopted Parks, Recreation & Open Space
(PROS) Project and Priority Plan; the SDC rate is based on a different mix of construction and land
acquisition project costs than the mix of these project costs anticipated to rely on property tax or bond
funding which form the basis of the SDC credit. Due to these differences, the gross SDC per unit
increases more than the credit. Because the nonresidential SDC has a higher credit against the gross
SDC per unit to begin with, it results in the net SDC increasing more for nonresidential than residential
development types.
The proposed rate adjustments across all four local systems translate to an approximate 12.3% increase
in total gross SDCs for a typical new single-family residence, from a current total of $7,977 to a
proposed total of $8,961. Other development types would experience similar proportionate increases in
total SDCs, typically ranging from approximately 5% to 12% over current totals.
Council Goals/Action Priorities
This agenda item relates to one of the council’s current goals, the Transportation Initiative, in that a
portion of transportation SDC revenues are dedicated to preservation and rehabilitation of the existing
system.
Timing
Local SDC rates were last updated in April 2008, reflecting ENR CCI adjustments through December
2007, and LCA&T Sales Ratio data through December 2006. The proposed adjustments to rates based
on the ENR CCI through December 2009, and LCA&T Sales Ratio data through December 2008,
provides for timely updates of rates. While the Eugene Code and Oregon SDC statutes do not require
notice of adoption by resolution of inflationary adjustments based on a cost index, a notice has been
provided as a courtesy to interested persons. The notice was published in the Register Guard on
December 26, 2009, and posted, along with the draft resolution and exhibit, at Eugene City Hall and the
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Public Works Engineering lobby. This information has also been made available at the City’s website
at www.eugene-or.gov/SDC. The adjusted rates are proposed to go into effect on April 1, 2010.
RELATED CITY POLICIES
The council has adopted by resolution Growth Management Policy #14 which provides that
development shall be required to pay the full cost of extending infrastructure and services.
Chapter 223 of the Oregon Revised Statutes prescribes the rights and responsibilities of local
governments in developing and imposing SDCs, providing for adoption of a cost index as an
administrative means for adjustments to SDCs. The Eugene Code, Chapter 7, prescribes the process for
development, adoption and administration of SDCs, providing for adoption of methodologies related to
SDCs consistent with statutory requirements. The council has adopted by resolution the SDC
Methodologies which provide for periodic adjustment of Eugene’s SDCs based on adopted cost indices.
The methodologies provide that the City Manager may adopt fee changes based on an adopted index by
administrative order so long as the fees are not revised by greater than five percent. Per the
methodologies, revisions to fees by more than five percent shall be established by resolution of the
council.
COUNCIL OPTIONS
1. Adopt the resolution providing an inflationary adjustment of local SDC rates.
2. Take no action on the resolution.
3. Direct the City Manager to prepare other adjustments to local SDC rates.
CITY MANAGER’S RECOMMENDATION
The City Manager recommends adoption of the resolution providing an inflationary adjustment of local
SDC rates.
SUGGESTED MOTION
Move to adopt Resolution 4998 providing an inflationary adjustment of Systems Development Charges
for local wastewater, stormwater, transportation and park systems; superseding Administrative Order
58-08-02-F and amending Resolution No. 4900.
ATTACHMENTS
A.Proposed Resolution and Exhibits
FOR MORE INFORMATION
Staff Contact: Nancy Burns
Telephone: 682-6887
Staff E-Mail: nancy.j.burns@ci.eugene.or.us
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ATTACHMENT A
RESOLUTION NO. _____
A RESOLUTION ADOPTING INFLATIONARY ADJUSTMENTS TO
SYSTEMS DEVELOPMENT CHARGES FOR PARKS SYSTEM, LOCAL
WASTEWATER SYSTEM, STORMWATER SYSTEM, AND
TRANSPORTATION SYSTEM; SUPERSEDING ADMINISTRATIVE
ORDER NO. 58-08-02-F; AND AMENDING RESOLUTION NO. 4900.
The City Council of the City of Eugene finds as follows:
A.
The System Development Charge (SDC) Methodologies were adopted by
Resolution No. 4900 effective May 7, 2007.
B.
The SDC Methodologies adopted by Resolution No. 4900 have subsequently been
amended by Resolution Nos. 4929, 4977 and 4991. In addition, inflationary adjustments to
SDCs have been adopted for:(1) the Regional Wastewater System by Administrative Order No.
58-07-08-F, by Resolution No. 4943, and by Administrative Order No. 58-09-08-F; and for (2)
Local Wastewater System, Stormwater System, and Transportation System by Administrative
Order No. 58-08-02-F.
C.
Based on: (1) the park development/renovation cost adjustment using the
Engineering News-Record 20-City national average Construction Cost Index and, (2) the park
land acquisition cost adjustment using the Lane County Assessment & Taxation office’s
published 2008 and 2009 Sales Ratio Reports, it is necessary to adjust the Parks System SDCs by
implementing a 22.5% increase in the Parks System SDC for residential development, and an
average 29.4% increase in the Parks System SDC for nonresidential development.
D.
Based on the Engineering News-Record 20-City national average Construction
Cost Index, it is necessary to amend the Local Wastewater System, Stormwater System and
Transportation System SDCs by implementing a 6.8% increase for those SDCs.
E.
Section 2.4 of the SDC Methodologies requires that revisions to fees by more than
five percent shall be established by resolution of the City Council.
F.
These inflationary adjustments to the SDCs are in conformity with applicable
state law, authorized by EC 7.710(5) and Sections 2.1 and 2.4 of the Methodologies, and should
be implemented effective April 1, 2010.
NOW, THEREFORE,based upon the above findings,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF EUGENE, a
Municipal Corporation of the State of Oregon, as follows:
Resolution – Page 1 of 2
ATTACHMENT A
Section 1.
The Systems Development Charges for the Parks System are amended by
implementing a 22.5% increase in the Parks System SDC for residential development, and an
average 29.4% increase in the Parks System SDC for nonresidential development as set forth in
Exhibit A attached to this Resolution.
Section 2.
The Systems Development Charges for the Local Wastewater System,
Stormwater System, and Transportation System are amended by implementing a 6.8% increase,
as set forth in Exhibit B attached to this Resolution.
Section 3.
Administrative Order No. 58-08-02-F is superseded as of the effective date of
this Resolution.
Section 4
. The City Recorder is requested to append a copy of this Resolution (without
its attachments) to Administrative Order No. 58-08-02-F.
Section 5.
The City Recorder is requested to append a copy of this Resolution, including
exhibits, to Resolution No. 4900.
Section 6
. This Resolution shall become effective on April 1, 2010.
The foregoing Resolution adopted the _____ day of January, 2010.
___________________________________
AIC City Recorder
Resolution – Page 2 of 2
EXHIBIT A
Parks System Development Charge
Text with strikeout: Existing data proposed for revision.
Text without strikeout: Proposed data.
EXHIBIT B
Local Wastewater, Stormwater, and Transportation Systems Development Charges
Text with strikeout: Existing data proposed for revision.
Text without strikeout: Proposed data.