PARKS AND RECREATION SYSTEM DEVELOPMENT CHARGES METHODOLOGY UPDATE October 4, 2006 PO Box 91491 Portland, OR 97291 503-690-8981 DGaner@GanerAssociates.com Don Ganer & Associates, Inc.
ACKNOWLEDGEMENTS Board of Directors Gary Ross, President Lee Beyer, Vice-President Greg James, Director Danelle Ralston, Director Helen Wagner, Director Citizen Advisory Committee Lee Beyer, Willamalane Board of Directors Roy Burling, Willamalane Budget Committee Barbara Cerotsky, League of Women Voters of Lane County Roxie Cuellar, Home Builders Association of Lane County Dwight Dzierzek, Citizen at Large Dan Egan, Springfield Chamber of Commerce Blake Hastings, Realtor/Developer Christine Lundberg, Springfield City Council Jim Mayo, Friends of Willamalane Dennis Shine, Citizen-at-Large Chris Traver, Citizen-at-Large Staff Bob Keefer, Superintendent Pam Caples, Administrative Services Division Director Rebecca Gershow, Planner and Project Manager Greg Hyde, Planning and Development Manager Consultant Don Ganer and Associates, Inc. Willamalane PRD Parks & Recreation SDC Methodology Update Report page i
CONTENTS page 1.0 INTRODUCTION 1 2.0 AUTHORITY AND BACKGROUND INFORMATION 3 A. Legislative Authority 3 B. Improvement fee and Reimbursement fee SDCs 3 C. Requirements and Options for Credits, Exemptions, and Discounts 4 3.0 PARKS AND RECREATION SDC METHODOLOGY 6 A. Population Growth 6 B. Persons Per Dwelling Unit 7 C. Facility Needs 7 D. Facility Costs 8 E. Compliance/Administrative Costs 9 F. Total SDC-Eligible Costs 9 4.0 PARKS AND RECREATION SDC RATES 11 A. Formula 4a: Improvements Cost Per Capita 11 B. Formula 4b: Improvements Cost Per Dwelling Unit 12 C. Formula 4c: SDC Debt Service Credit Per Dwelling Unit 12 D. Formula 4d: Total SDC Per Dwelling Unit 13 APPENDIX A: Parks SDC Capacity Improvement Projects APPENDIX B: Parks SDC Rates Comparison Willamalane PRD Parks & Recreation SDC Methodology Update Report page ii
TABLES TABLE 3.1: Projected Population Increase From New Development 6 (2006-2022) TABLE 3.2: Average Number of Persons Per Dwelling Unit 7 TABLE 3.3: Facilities Required for Growth and Non-Growth Needs 8 TABLE 3.4: Facility Costs 9 TABLE 3.5: Compliance/Administrative Cost Estimates 9 TABLE 3.6: Total SDC-Eligible Costs 10 TABLE 4.1: Improvements Cost Per Capita 11 TABLE 4.2: Improvements Cost Per Dwelling Unit 12 TABLE 4.3: Debt Service Credit Per Dwelling Unit 13 TABLE 4.4: Total SDC Per Dwelling Unit 13 page Willamalane PRD Parks & Recreation SDC Methodology Update Report page iii
WILLAMALANE PARK & RECREATION DISTRICT Parks and Recreation System Development Charges Methodology Update 1.0 INTRODUCTION System Development Charges (SDCs) are one-time fees charged to new development to help pay a portion of the costs associated with building capital facilities to meet needs created by growth. SDCs are authorized for five types of capital facilities including transportation, water, sewer, stormwater, and parks and recreation. The District s current parks and recreation SDC methodology was prepared in 1995. The 1995 methodology was designed to calculate the cost to maintain the then existing Level of Service (e.g., units of facility per population). The cost to maintain the 1995 level of service was calculated at $2,023 (1995 dollars) per single family dwelling unit, and the Board of Directors opted to cap the fee at less than 50% of this amount so that it did not exceed $1,000 for a single family dwelling unit. In January 2006, the District engaged Don Ganer & Associates, Inc. to review the existing methodology and prepare an update to reflect the current costs of growth needs identified in the District s 2004 Park and Recreation Comprehensive Plan. An ad hoc committee including one member of the Board of Directors, community members, and interested citizens was formed to review the consultant s work and make recommendations for consideration by the full Board of Directors. In addition to reviewing the SDC methodology, the committee considered several policy options including: Should the District consider adding a Parks SDC for non-residential development? Should the District include multiple SDC rate zones? Should the District adopt an inflation index to periodically adjust the SDC rates? The committee recommended, and the Board of Directors approved, exploring the SDC for nonresidential development and the inflation index. The committee recommended against multiple rate zones, and the Board of Directors agreed with their recommendation. A non-residential SDC option was developed for consideration by the committee. The committee recommended that the non-residential parks SDC option not be considered for adoption because it would have reduced the total SDC-eligible growth portion of costs while at the same time increasing complexity and administrative costs. Willamalane PRD Parks & Recreation SDC Methodology Update Report page 1
An inflation index will be included in the resolution by which this methodology is adopted by the Board of Directors. The index will be applied annually to the adopted SDC rates to reflect changes in the costs of acquisition and development of parks and recreation facilities. Annual application of an index to adjust the SDC rates will help prevent loss of value like that the District has experienced since the current parks SDC rates were adopted in 1995. Section 2.0 of this report presents authority and background information including (1) legislative authority for SDCs; (2) an explanation of improvement fee and reimbursement fee SDCs; (3) requirements and options for credits, exemptions and discounts; and (4) alternative methodology approaches. Section 3.0 presents the methodology used to update the Parks and Recreation SDCs, and section 4.0 presents the calculation of Parks and Recreation SDC Rates. A list of the SDC Capacity Improvement Projects that may be funded with SDC revenues are included in Appendix A. Willamalane PRD Parks & Recreation SDC Methodology Update Report page 2
2.0 AUTHORITY AND BACKGROUND INFORMATION A. Legislative Authority The source of authority for the adoption of SDCs is found both in state statute and in the District s own plenary authority to adopt this type of fee. While SDCs have been in use in Oregon since the mid-1970's, State legislation regarding SDCs was not adopted until 1989, when the Oregon Systems Development Act (ORS 223.297-223.314) was passed. The purpose of this Act was to "...provide a uniform framework for the imposition of system development charges...". Legislative additions and modifications to the Act were made in 1993, 1999, 2001, and 2003. The Oregon SDC Act requires local governments that enact SDCs to: adopt SDCs by ordinance or resolution; develop a methodology outlining how the SDCs were developed; adopt a plan and project list to designate capital improvements that can be funded with improvement fee SDC revenues; provide credit against the amount of the SDC for the construction of certain "qualified public improvements"; separately account for and report receipt and expenditure of SDC revenues, and develop procedures for challenging expenditures; and use SDC revenues for capital improvements and compliance costs only - operations and maintenance uses are prohibited. B. Improvement fee and Reimbursement fee SDCs The Oregon Systems Development Act provides for the imposition of two types of SDCs: (1) "improvement fee SDCs, and (2) "reimbursement fee SDCs. "Improvement fee" SDCs may be charged for new capital improvements that will increase the capacity of the system in order to provide service to the new development. Revenues from "improvement fee" SDCs may be used for capacity-increasing capital improvements included in a required plan and list of projects that identifies the expected timing, cost, and growth-required percentage for each project. "Reimbursement fee" SDCs may be charged for the costs of existing capital facilities if "excess capacity is available to accommodate growth. Revenues from "reimbursement fees" may be used for any capital improvement project, including major repairs, upgrades, or renovations. Capital improvements to be funded with reimbursement fee SDCs do not need to increase capacity, but they must be included in the list of projects to be funded with SDC revenues. Willamalane PRD Parks & Recreation SDC Methodology Update Report page 3
C. Requirements and Options for Credits, Exemptions, and Discounts (1) Credits A credit is a reduction in the amount of the SDC for a specific development. The Oregon SDC Act requires that credit be allowed for the construction of any "qualified public improvement" that (1) is required as a condition of development approval, (2) is identified in the plan and list of projects on which improvement fee SDC revenues may be used, and (3) either is not located on or contiguous to property that is the subject of development approval, or is located on or contiguous to such property and is required to be built larger or with greater capacity than is necessary to meet the needs of the particular development project. The credit for a qualified public improvement may only be applied against an SDC for the same type of improvement (e.g., a parks improvement can only be used for a credit for a parks SDC), and may be granted only for the cost of that portion of an improvement which exceeds the minimum standard facility size or capacity needed to serve the particular project. For multi-phase projects, any excess credit may be applied against SDCs that accrue in subsequent phases of the original development project. In addition to these required credits, the District may, if it so chooses, provide a greater credit, establish a system providing for the transferability of credits, provide a credit for a capital improvement not identified in the District s plan and list of projects, or provide a share of the cost of an improvement by other means (i.e., partnerships, other District revenues, etc.). (2) Exemptions The District may "exempt" certain types of development, such as affordable housing from the requirement to pay parks SDCs. Unless an alternative source of funding for SDCs is identified, exemptions reduce SDC revenues and, therefore, increase the amounts that must come from other sources, such as property taxes. Willamalane PRD Parks & Recreation SDC Methodology Update Report page 4
(3) Discounts The District may "discount" the amount of the SDC by reducing the portion of growthrequired improvements to be funded with SDCs. A discount in the SDC may also be applied on a pro-rata basis to any identified deficiencies to be funded from non-sdc sources. For example, the District may decide to charge new development an SDC rate sufficient to pay for some types of facilities but not for others (i.e., neighborhood parks but not trails, etc.), or to pay only a percentage (i.e., 80%, 60%, etc.) of identified growth-required costs. The portion of growth-required costs that may be funded with SDCs must be identified in the District s SDC Capacity Improvements Project List. Because discounts reduce SDC revenues, they increase the amounts that must come from other sources, such as property taxes, in order to achieve or maintain adopted levels of service. Willamalane PRD Parks & Recreation SDC Methodology Update Report page 5
3.0 PARKS AND RECREATION SDC METHODOLOGY The District s 2004 Park & Recreation Comprehensive Plan includes projects designed to address both growth and non-growth needs within the District s planning area. The SDC Capacity Improvement Projects List (Appendix A) includes selected growth-related projects from this plan and identifies the growth-required percentage, the estimated cost, and the estimated project timing priority for each project through the year 2022. Projects include both acquisition and development components. The District provides a variety of park and recreational facilities and a wide-range of services, including aquatics, community athletics, special events, specialized recreation, and adult and senior programs. District parks, facilities, and services are important community resources benefiting both existing and future District residents. The District contributes to the quality of life in the Springfield area, enhancing the lives of the people who live there. The methodology used to update the District's Parks and Recreation SDCs establishes the required connection between the demands of growth and the SDC by analyzing the proportionate need of each type of facility for use by current and future residents. The SDCs to be paid by a development meet statutory requirements because they are based on the nature of the development and the extent of the impact of the development on the need for parks and recreation facilities for which they are charged. The Parks and Recreation SDCs are based on population, and the SDC rates are calculated based on the specific impact a development is expected to have on the District's population. A. Population Growth The Parks and Recreation SDCs are based on costs per "capita" (person) for each new person expected during the planning period. Table 3.1, below, shows projected population growth for the District through the year 2022. The population projection for 2022 is from the District s Comprehensive Plan. The population estimate for 2006 is based on the average annual increase in the District s population between 2000 (62,514) and 2022 (88,720), included in the District s Comprehensive Plan. TABLE 3.1 PROJECTED POPULATION INCREASE FROM NEW DEVELOPMENT (2006-2022) Projected Estimated Projected 2022-2006 = Increase 88,720 68,777 19,943 Willamalane PRD Parks & Recreation SDC Methodology Update Report page 6
B. Persons Per Dwelling Unit The Parks and Recreation SDC rates are based on costs per capita and are calculated based on the number of persons per dwelling unit. To determine the appropriate number of persons per dwelling unit, official U.S. Census data gathered for Springfield for the year 2000 was analyzed and adjusted to account for an expected decrease in persons per dwelling unit. An average annual decrease of approximately 0.26% per year is expected during the planning period, according to the Residential Lands Study adopted as part of the Eugene/Springfield Metro Area General Plan. The resulting calculations are displayed in Table 3.2, below. C. Facility Needs TABLE 3.2 AVERAGE NUMBER OF PERSONS PER DWELLING UNIT 2000 Census 2006 Adjusted Number of Persons Number of Persons Single Family Detached Dwelling Unit 2.65 2.61 Single Family Attached Dwelling Unit 2.55 2.51 Multi Family Dwelling Unit 2.01 1.98 The District s Park & Recreation Comprehensive Plan is incorporated into this report by reference. The plan identifies projects designed to address growth and non-growth needs within the District s planning area. The SDC Capacity Improvement Projects List (Appendix A) includes selected growth-related projects from the plan and identifies the growth-required percentage, the estimated cost, and the estimated timing priority for each project. Table 3.3, page 8, presents a summary of facilities included in Appendix A, except for Neighborhood Parks. The Current Need is the proportionate share needed to provide facilities to current residents at the levels of service resulting from facilities planned for 2022. The Growth Need is the proportionate share needed to provide facilities to future residents at the levels of service resulting from facilities planned for 2022. The Deficiency (if any) is a non-growth need not eligible for SDC funding. Willamalane PRD Parks & Recreation SDC Methodology Update Report page 7
TABLE 3.3 FACILITIES REQUIRED FOR GROWTH AND NON-GROWTH NEEDS 2022 LOS Current Current Surplus or 2022 Planned Growth Facility Type (Units/1000) Inventory Need (Deficiency) Units Need Units Developed Community Parks 0.95 33.12 65.39 (32.27) 84.35 18.96 acres Developed Natural Area Parks 4.96 61.71 341.26 (279.55) 440.21 98.95 acres Developed Linear Parks 0.38 23.42 25.91 (2.49) 33.42 7.51 acres Developed Special Use Parks 3.97 274.94 273.05 1.89 352.22 77.28 acres Sports Parks 0.43 27.83 29.68 (1.85) 38.29 8.61 acres Trails & Pathways 1,264.43 66,580.80 86,963.37 (20,382.57) 112,179.80 25,216.43 linear feet Community/Recreation Centers 567.63 37,500.00 39,039.78 (1,539.78) 50,360.00 11,320.22 square feet Swim Centers 1,564.92 73,500.00 107,630.73 (34,130.73) 138,840.00 31,209.27 square feet For Neighborhood Parks, an estimate of the growth-required portion (percentage) was developed for each project included in the SDC Capacity Improvement Projects List (Appendix A). Each estimate considered existing and projected development within the neighborhood park s service area. Improvement fee SDC revenues may be used only for growth needs, and may not be used for non-growth needs. There are deficiencies (non-growth needs) for Neighborhood Parks, Community Parks, Natural Area Parks, Linear Park, Sports Parks, Trails & Pathways, Community/Recreation Centers, and Swim Centers that must be funded from alternative, non-sdc revenues, such as the District general fund, bonds, or grants. D. Facility Costs The Parks SDC Capacity Improvement Projects List (Appendix A) identifies selected facilities needed to serve parks and recreation needs in the District planning area through the year 2022. Unit costs were used in most cases when developing cost estimates for the SDC Capacity Improvement Projects List. As most projects included in the list are highly generalized in nature, unit costs offer the best way to plan for the future, and to compare costs between different communities. In some cases however, like where recent cost estimates already existed, and/or where proposed development was known and unique to the site, site-specific cost estimates were used. Table 3.4, page 9, shows total facility costs, growth costs, and non-growth need costs. Willamalane PRD Parks & Recreation SDC Methodology Update Report page 8
TABLE 3.4 FACILITY COSTS Total Growth Non-Growth Facility Costs Facility Costs Need Costs Neighborhood Park Acquisition & Development (acres) $11,792,250 $8,145,263 $3,646,988 Community Park Acquisition & Development (acres) 9,329,425 4,770,227 4,559,198 Natural Area Park Acquisition & Development (acres) 5,431,000 2,679,741 2,751,259 Linear Park Acquisition & Development (acres) 372,200 371,291 909 Special Use Park Acquisition & Development (acres) 1,987,632 1,987,632 0 Sports Park Acquisition & Development (acres) 1,725,900 1,420,416 305,484 Trails & Pathways Development (linear feet) 5,525,043 3,154,349 2,370,694 Community/Recreation Facilities Development (square feet) 2,800,000 2,464,000 336,000 Swim Centers Development (square feet) 5,600,000 2,676,800 2,923,200 Total All Facilities $44,563,450 $27,669,719 $16,893,731 E. Compliance/Administrative Costs The District incurs costs in the development and administration of the SDCs and may recoup a portion of those costs in accordance with ORS 223.307(5). Compliance/administrative costs during the planning period have been estimated as shown in Table 3.5, below: TABLE 3.5 COMPLIANCE/ADMINISTRATIVE COST ESTIMATES Compliance/Administrative Cost Total Park and Recreation Comprehensive Plan & SDC Methodology Updates (3 X $220,000 for consulting and staff services) $660,000 Annual SDC-CIP Management, Accounting and Reporting Costs (approximately $36,410 per year for planning, financial reporting and staff services) $582,560 City of Springfield Collection Costs* ($100 per permit X 8,671 dwelling unit permits - estimate is based on 19,943 new residents at approx 2.3 persons per dwelling unit) $867,100 Total Estimated Compliance/Administrative Costs $2,109,660 *assumes collection cost for all future units at current cost of $100 for a single family dwelling unit. F. Total SDC-Eligible Costs The District s total SDC-eligible costs include growth costs (from Table 3.4, above) and compliance/administrative costs (from Table 3.5, above), less the existing SDC fund balance. The Total SDC-eligible costs are shown in Table 3.6, page 10. Willamalane PRD Parks & Recreation SDC Methodology Update Report page 9
TABLE 3.6 TOTAL SDC-ELIGIBLE COSTS Total SDC Eligible Costs Growth Facility Costs $27,669,719 PLUS: Compliance/Admin Costs $2,109,660 Sub-Total $29,779,379 MINUS: SDC Fund Balance* ($291,000) SDC-Eligible Costs $29,488,379 * Projected FY07 Beginning Fund Balance, from Willamalane FY07-11 CIP, adopted May 10, 2006. Willamalane PRD Parks & Recreation SDC Methodology Update Report page 10
4.0 PARKS AND RECREATION SDC RATES The District s Parks and Recreation SDC rates are calculated using a series of sequential formulas which, when completed, yield the total SDC rates for each new dwelling unit in the District. The formulas identify: a) the improvements cost per capita (Formula 4a, below), b) the improvements cost per dwelling unit (Formula 4b, page 12), c) the SDC debt service credit per dwelling unit (Formula 4c, page 13), and d) the total SDC per dwelling unit (Formula 4d, page 13). The SDC rate is an improvement fee only, and does not include a reimbursement fee component. A. Formula 4a: Improvements Cost Per Capita The improvements cost per capita is calculated by dividing the SDC-eligible costs (identified in Table 3.6, page 10) by the increase in population expected to be created by new development through 2020 (from Table 3.1, page 6). SDC Improvements 4a. Eligible Population = Cost Costs Increase Per Capita Table 4.1 presents the calculations of the improvements costs per capita. TABLE 4.1 IMPROVEMENTS COST PER CAPITA Improvements SDC Population Cost Eligible Costs Increase = Per Capita SDC-Eligible Costs $29,488,379 19,943 $1,479 Willamalane PRD Parks & Recreation SDC Methodology Update Report page 11
B. Formula 4b: Improvements Cost Per Dwelling Unit The improvements cost per dwelling unit is calculated by multiplying the average number of persons per dwelling unit (from Table 3.2, page 7) by the improvements cost per capita (from Table 4.1, page 11). Improvements Improvements 4b. Persons Per X Cost = Cost Per Dwelling Unit Per Capita Dwelling Unit The results of these calculations are displayed in Table 4.2, below. TABLE 4.2 IMPROVEMENTS COST PER DWELLING UNIT Average Improvements Improvements Persons Per X Cost = Cost Per Dwelling Unit Type Dwelling Unit Per Capita Dwelling Unit Single Family Detached 2.61 $1,479 $3,859 Single Family Attached 2.51 $1,479 $3,711 Multi-Family 1.98 $1,479 $2,928 C. Formula 4c: SDC Debt Service Credit Per Dwelling Unit Debt instruments will likely be used as a future source for funding improvements needed to address nongrowth capacity needs. A portion of funds used to repay these debts will come from property taxes paid by growth. A debt service credit has been calculated to account for the net present value of estimated future property tax payments for non-growth capacity needs. This credit is included in order to avoid charging growth twice; once through the SDC, and a second time through property tax payments for debt service. The credit amounts are based on the following assumptions: Two $8.0M G.O. bonds (issued in 2009 and 2017); 4.5% average annual increase in total District property valuation for millage rate calculation; 3.0% annual increase in assessed value for developed properties; 3.0% annual inflation (decrease in value of money); and estimated average 2006 valuations for new construction at $253,000* for single family detached dwelling units, $175,000 for single family attached dwelling units, and $100,000 for multi-family dwelling units. * based on 2005 and 2006 completed and pending sales through mid-june 2006. Willamalane PRD Parks & Recreation SDC Methodology Update Report page 12
Net Present Value of SDC Debt Service 4c. Future Tax Payments = Credit Per (years 2006 + 2007...2037) Dwelling Unit The net present value is calculated by first determining the estimated millage required for debt service for each year (2006 through 2037), based on the expected total assessed value of property for the District. The millage rate is multiplied by the expected assessed property value for each type of dwelling unit to determine the expected debt service payment for each year. The debt service payments for each year are then added together to calculate the total expected debt service payments for each type of dwelling unit. Finally, the total debt service payments are discounted to account for inflation, resulting in the net present value of these future debt service payments. The amount of this credit is shown in Table 4.3, below. TABLE 4.3 DEBT SERVICE CREDIT PER DWELLING UNIT Dwelling Unit Type Debt Service Credit Per Dwelling Unit Single Family Detached $980 Single Family Attached $678 Multi-Family $387 D. Formula 4d: Total SDC Per Dwelling Unit The Total SDC per dwelling unit is calculated by subtracting the debt service credit per dwelling unit (Table 4.3, above) from the improvements cost per dwelling unit (Table 4.2, page 12). Improvements SDC Debt Service Total 4d. Cost - Credit Per = SDC Per Per Dwelling Unit Dwelling Unit Dwelling Unit The results of these calculations are shown in Table 4.4, below. TABLE 4.4 TOTAL SDC PER DWELLING UNIT Improvements SDC Debt Service Total Cost Per - Credit Per = SDC Per Dwelling Unit Type Dwelling Unit Dwelling Unit Dwelling Unit Single Family Detached $3,859 ($980) $2,879 Single Family Attached $3,711 ($678) $3,033 Multi-Family $2,928 ($387) $2,540 Willamalane PRD Parks & Recreation SDC Methodology Update Report page 13
APPENDIX A WILLAMALANE PARK AND RECREATION DISTRICT page 1 SUMMARY SHEET -- SDC CAPACITY IMPROVEMENT PROJECTS LIST 10/4/06 ADDITIONAL FACILITIES Neighborhood Parks (acres) 45.55 Community Parks (acres) 51.23 Natural Area Parks (acres) 378.50 Linear Parks/Trails & Pathways (acres) 29.99 Trails and Pathways (linear feet) 45,599.00 Special Use Parks (acres) 77.28 Sports Parks (acres) 10.46 Community Recreation Facilities (square feet) 12,860.00 Swim Centers (square feet) 65,340.00 TOTAL COSTS Neighborhood Parks (acres) $11,792,250 Community Parks (acres) $9,329,425 Natural Area Parks (acres) $5,431,000 Linear Parks/Trails & Pathways (acres) $372,200 Trails and Pathways (linear feet) $5,525,043 Special Use Parks (acres) $1,987,632 Sports Parks (acres) $1,725,900 Community Recreation Facilities (square feet) $2,800,000 Swim Centers (square feet) $5,600,000 TOTAL COSTS: $44,563,450 GROWTH COSTS Neighborhood Parks (acres) $8,145,263 (SDC-ELIGIBLE) Community Parks (acres) $4,770,227 Natural Area Parks (acres) $2,679,741 Linear Parks/Trails & Pathways (acres) $371,291 Trails and Pathways (linear feet) $3,154,349 Special Use Parks (acres) $1,987,632 Sports Parks (acres) $1,420,416 Community Recreation Facilities (square feet) $2,464,000 Swim Centers (square feet) $2,676,800 SDC-ELIGIBLE GROWTH COSTS: $27,669,719 NON-GROWTH COSTS Neighborhood Parks (acres) $3,646,988 (NOT SDC-ELIGIBLE) Community Parks (acres) $4,559,198 Natural Area Parks (acres) $2,751,259 Linear Parks (acres) $909 Trails (linear feet) $2,370,694 Special Use Parks (acres) $0 Sports Parks (acres) $305,484 Community Recreation Facilities (square feet) $336,000 Swim Centers (square feet) $2,923,200 NON-GROWTH COSTS: $16,893,731 PROJECT PRIORITIES Priority Code Priority Years Implemented H High approx 2007-2011 H/M High/Medium M Medium approx 2012-2016 M/L Medium/Low L Low approx 2017-2022
APPENDIX A WILLAMALANE PARK AND RECREATION DISTRICT page 2 SDC - CAPACITY IMPROVEMENT PROJECTS LIST 10/4/06 A. Neighborhood Parks Estimated Growth- SDC-Eligible Project Project Required Timing Project Number Facility Action Cost ($) Portion (%) Growth Share ($) Priority 1.3 YOLANDA/BRIGGS/PIERCE SCHOOL PARK Develop Pierce Park site in coordination with adjacent Yolanda and Briggs schools acres = 5.55 Acquisition $0 0.00% $0 H 1.6 RIVERBEND AREA NEIGHBORHOOD PARK Acquire and develop a neighborhood park. Development $1,304,250 25.00% $326,063 Total Cost $1,304,250 $326,063 acres = 5.00 Acquisition $625,000 90.00% $562,500 M Development $1,175,000 90.00% $1,057,500 Total Cost $1,800,000 $1,620,000 1.21 NORTH JASPER-NATRON AREA NEIGHBORHOOD PARKS Acquire and develop a neighborhood wetland park. acres = 12.50 Acquisition $302,500 90.00% $272,250 H Development $325,500 90.00% $292,950 Total Cost $628,000 $565,200 1.22 SOUTH JASPER-NATRON AREA NEIGHBORHOOD PARK Acquire and develop a neighborhood park. acres = 5.00 Acquisition $625,000 100.00% $625,000 M/L Development $1,175,000 100.00% $1,175,000 Total Cost $1,800,000 $1,800,000 1.23 MOUNTAIN GATE AREA NEIGHBORHOOD PARK Acquire and develop a neighborhood park. acres = 2.50 Acquisition $312,500 90.00% $281,250 H Development $547,500 90.00% $492,750 Total Cost $860,000 $774,000 1.26 THURSTON HILLS AREA NEIGHBORHOOD PARK Acquire and develop a neighborhood park. acres = 5.00 Acquisition $625,000 90.00% $562,500 M/L Development $1,175,000 90.00% $1,057,500 Total Cost $1,800,000 $1,620,000 1.30 SOUTH JASPER ROAD AREA NEIGHBORHOOD PARK(S) Acquire and develop a neighborhood park. acres = 5.00 Acquisition $625,000 30.00% $187,500 L Development $1,175,000 30.00% $352,500 Total Cost $1,800,000 $540,000
APPENDIX A WILLAMALANE PARK AND RECREATION DISTRICT page 3 SDC - CAPACITY IMPROVEMENT PROJECTS LIST 10/4/06 A. Neighborhood Parks, cont'd Estimated Growth- SDC-Eligible Project Project Required Timing Project Number Facility Action Cost ($) Portion (%) Growth Share ($) Priority 1.34 SOUTH 57TH STREET AREA NEIGHBORHOOD PARK Acquire and develop a neighborhood park. acres = 5.00 Acquisition $625,000 50.00% $312,500 L Development $1,175,000 50.00% $587,500 Total Cost $1,800,000 $900,000 Neighborhood Park Acquisition acres= 40.00 $3,740,000 $2,803,500 Neighborhood Park Development acres= 45.55 $8,052,250 $5,341,763
APPENDIX A WILLAMALANE PARK AND RECREATION DISTRICT page 4 SDC - CAPACITY IMPROVEMENT PROJECTS LIST 10/4/06 B. Community Parks Estimated Growth- SDC-Eligible Project Project Number Facility Action 2.3 SOUTHEAST SPRINGFIELD AREA COMMUNITY PARK Acquire and develop a community park. Project Cost ($) Required Portion (%) Growth Share ($) Timing Priority acres = 22.00 Acquisition $2,750,000 83.40% $2,293,500 L 2.4 JACK B LIVELY MEMORIAL PARK DEVELOPMENT Develop approximately 25.97 acres of undeveloped land at Lively Park. Development $3,630,000 37.00% $1,343,100 Total Cost $6,380,000 $3,636,600 acres = 25.97 Acquisition $0 0.00% $0 H Development $1,899,991 37.00% $702,997 Total Cost $1,899,991 $702,997 8.18 ISLAND PARK DEVELOPMENT Develop approximately 0.53 acres of undeveloped land at Island Park. acres = 0.53 Acquisition $0 0.00% $0 M 8.19 ISLAND PARK EXPANSION Acquire and develop additional land to improve connection to downtown. Development $232,446 37.00% $86,005 Total Cost $232,446 $86,005 acres = 0.73 Acquisition $91,250 83.40% $76,103 L 8.20 WILLAMALANE PARK IMPROVEMENTS Develop approximately 2.0 acres of undeveloped land at Willamalane Park. Development $178,308 37.00% $65,974 Total Cost $269,558 $142,076 acres = 2.00 Acquisition $0 0.00% $0 M Development $547,430 37.00% $202,549 Total Cost $547,430 $202,549 Community Park Acquisition acres= 22.73 $2,841,250 $2,369,603 Community Park Development acres= 51.23 $6,488,175 $2,400,625
APPENDIX A WILLAMALANE PARK AND RECREATION DISTRICT page 5 SDC - CAPACITY IMPROVEMENT PROJECTS LIST 10/4/06 C. Natural Area Parks Estimated Growth- SDC-Eligible Project Project Number Facility Action 3.1 WEYERHAUSER MCKENZIE NATURAL AREA PARK Develop a natural area park on jointly owned property. Project Cost ($) Required Portion (%) Growth Share ($) Timing Priority acres = 35.00 Acquisition $0 0.00% $0 M Development $630,000 26.10% $164,430 Total Cost $630,000 $164,430 3.3 GEORGIA-PACIFIC NATURAL AREA PARK Develop a natural area park on jointly owned property. acres = 125.00 Acquisition $0 0.00% $0 M Development $362,500 26.10% $94,613 Total Cost $362,500 $94,613 3.4 GEORGIA-PACIFIC NATURAL AREA PARK TRAILHEAD Acquire street frontage and develop access to natural area park. acres = 5.00 Acquisition $100,000 72.00% $72,000 M 3.5 BOOTH-KELLY MILLPOND NATURAL AREA PARK Develop a natural area park through the Mill Pond restoration site and trailhead for Mill Race Path. Development $71,000 26.10% $18,531 Total Cost $171,000 $90,531 acres = 38.00 Acquisition $0 0.00% $0 H 3.6 AGNES STEWART NATURAL AREA PARK/MILL RACE TRAILHEAD Develop access to the Mill Race natural area and path at Agnes Stewart MS. Development $684,000 26.10% $178,524 Total Cost $684,000 $178,524 acres = 3.00 Acquisition $0 0.00% $0 L 3.9a HERITAGE NATURAL AREA PARK Acquire and develop a natural area park on former Gray/Jaqua property, including ridgeline trail connections. Development $71,000 26.10% $18,531 Total Cost $71,000 $18,531 acres = 43.00 Acquisition $860,000 72.00% $619,200 H/M 83.00 Development $415,000 26.10% $108,315 Total Cost $1,275,000 $727,515
APPENDIX A WILLAMALANE PARK AND RECREATION DISTRICT page 6 SDC - CAPACITY IMPROVEMENT PROJECTS LIST 10/4/06 C. Natural Area Parks, cont'd Estimated Growth- SDC-Eligible Project Project Number Facility Action 3.10 MOUNTAIN GATE NATURAL AREA PARK Acquire and develop a natural area park including ridgeline trail connections. Project Cost ($) Required Portion (%) Growth Share ($) Timing Priority acres = 89.50 Acquisition $1,790,000 72.00% $1,288,800 H Development $447,500 26.10% $116,798 Total Cost $2,237,500 $1,405,598 Natural Area Park Acquisition acres= 137.50 $2,750,000 $1,980,000 Natural Area Park Development acres= 378.50 $2,681,000 $699,741
APPENDIX A WILLAMALANE PARK AND RECREATION DISTRICT page 7 SDC - CAPACITY IMPROVEMENT PROJECTS LIST 10/4/06 D. Linear Parks/Trails and Pathways Estimated Growth- SDC-Eligible Project Project Required Growth Share Timing Project Number Facility Action Cost ($) Portion (%) ($) Priority 4.1 EWEB BIKE PATH EXTENSION WEST Extend path west to Laura St. acres = 0.00 Acquisition $0 0.00% $0 L linear feet = 810.00 Development $87,715 55.30% $48,506 4.3b MOE MOUNTAIN LINEAR PARK Acquire and develop linear park connecting EWEB Bike Path and 42nd St. Path Total Cost $87,715 $48,506 acres = 10.00 Acquisition $200,000 75.10% $150,200 M linear feet = 3000.00 Development $500,000 75.10% $375,500 4.4 SCS CHANNEL PATH Develop a multi-use path through Guy Lee Park and along the SCS Channel Total Cost $700,000 $525,700 acres = 0.00 Acquisition $0 0.00% $0 M linear feet = 1445.00 Development $156,479 55.30% $86,533 4.6 GAMEBIRD PARK PATH Develop a multi-use path between Flamingo Ave and N. Cloverleaf Loop Total Cost $156,479 $86,533 acres = 0.00 Acquisition $0 0.00% $0 L linear feet = 458.00 Development $49,597 55.30% $27,427 4.11 THURSTON HILLS RIDGELINE TRAIL Develop a ridgeline trail in the South Thurston Hills, connecting MountainGate and Heritage Natural Area Parks Total Cost $49,597 $27,427 acres = 4.06 Acquisition $81,200 55.30% $44,904 M linear feet = 5889.00 Development $71,375 55.30% $39,470 4.15 SOUTH BANK TRAIL A Acquire and develop multi-use path along Willamette River from I-5 to Springfield Bridge Total Cost $152,575 $84,374 acres = 14.55 Acquisition $291,000 55.30% $160,923 L linear feet = 6337.00 Development $686,234 55.30% $379,487 4.18 UPPER MILL RACE PATH Acquire and develop multi-use path along the Mill Race between Agnes Stewart MS to Clearwater Park Total Cost $977,234 $540,410 acres = 0.00 Acquisition $0 0.00% $0 L linear feet = 4890.00 Development $529,538 55.30% $292,835 4.20 MIDDLE FORK WILLAMETTE RIVER PATH Acquire and develop multi-use path along the Middle Fork Willamette River between Dorris Ranch and Clearwater Park Total Cost $529,538 $292,835 acres = 1.38 Acquisition $27,603 55.30% $15,265 H linear feet = 22570.00 Development $2,444,105 55.30% $1,351,590 Total Cost $2,471,709 $1,366,855
APPENDIX A WILLAMALANE PARK AND RECREATION DISTRICT page 8 SDC - CAPACITY IMPROVEMENT PROJECTS LIST 10/4/06 D. Linear Parks/Trails and Pathways, cont'd Estimated Growth- SDC-Eligible Project Project Required Growth Share Timing Project Number Facility Action Cost ($) Portion (%) ($) Priority 4.23 SPRINGFIELD - MOUNT PISGAH CONNECTOR (BRIDGE) Acquire and develop a connection from Clearwater Park to HBRA (bridge only) acres = 0.00 Acquisition $0 0.00% $0 L linear feet = 200.00 Development $1,000,000 55.30% $553,000 Total Cost $1,000,000 $553,000 Linear Park/Trails & Pathways Acquisition acres = 29.99 $372,200 $371,291 Linear Parks/Trails & linear Pathways Development feet = 45,599.00 $5,525,043 $3,154,349
APPENDIX A WILLAMALANE PARK AND RECREATION DISTRICT page 9 SDC - CAPACITY IMPROVEMENT PROJECTS LIST 10/4/06 E. Special Use Parks/Sports Parks/Rec Facilities Project Number Facility Action Estimated Growth- SDC-Eligible Project Project Cost ($) Required Portion (%) Growth Share ($) Timing Priority 5.1 RUFF PARK SPECIAL USE PARK IMPROVEMENTS Develop approximately 1.4 acres of undeveloped land at Ruff Park acres= 1.40 Acquisition $0 0.00% $0 M 5.3 GLENWOOD RIVERFRONT SPECIAL USE PARK Acquire and develop a multi-use riverfront park in Glenwood Development $308,232 100.00% $308,232 Total Cost $308,232 $308,232 acres= 5.00 Acquisition $500,000 100.00% $500,000 L Development $825,000 100.00% $825,000 Total Cost $1,325,000 $1,325,000 CLEARWATER PARK SPECIAL USE PARK 5.4 IMPROVEMENTS Develop undeveloped land at Clearwater Park acres= 70.88 Acquisition $0 0.00% $0 M 6.1 32ND STREET SPORTS PARK IMPROVEMENTS Develop undeveloped land at 32nd Street Community Sports Park Development $354,400 100.00% $354,400 Total Cost $354,400 $354,400 acres= 10.46 Acquisition $0 0.00% $0 H Development $1,725,900 82.30% $1,420,416 Total Cost $1,725,900 $1,420,416 7.2 NEW COMMUNITY RECREATION CENTER PLAYGROUND Develop playground at new community center sq. ft.= 2360.00 Acquisition $25,000 88.00% $22,000 H new OUTDOOR WATER PLAY FEATURE Expand Lively Park Swim Center to include outdoor water play feature Development $75,000 88.00% $66,000 Total Cost $100,000 $88,000 sq. ft.= 65340.00 Acquisition $0 0.00% $0 H/M new FITNESS/MULTI-USE ADDITION Expand Lively Park Swim Center to include fitness/multiuse addition Development $5,600,000 47.80% $2,676,800 Total Cost $5,600,000 $2,676,800 sq. ft.= 10500.00 Acquisition $0 0.00% $0 L Development $2,700,000 88.00% $2,376,000 Total Cost $2,700,000 $2,376,000
APPENDIX B PARKS SDC RATES FOR SELECTED OREGON COMMUNITIES City or Parks District Single Family Multi-Family West Linn $8,029 $5,677 Gresham (Springwater Area) $7,299 $7,299 Sherwood $6,661 $4,999 Gresham (Pleasant Valley Area) $6,603 $6,603 North Plains $4,941 $4,941 Canby $4,725 $3,869 Happy Valley $4,222 $4,222 Tigard $4,023 $3,234 Tualatin $3,697 $3,697 Troutdale $3,600 $3,600 Bend Metro PRD (Bend) $3,199 $2,870 * Portland $3,053 $1,986 Tualatin Hills PRD (Beaverton) $2,981 $2,293 North Clackamas PRD (east of I-205) $2,860 $2,277 Lake Oswego $2,825 $2,888 Oregon City $2,839 $2,245 Hillsboro $2,685 $2,685 Medford $2,544 $1,769 North Clackamas PRD (west of I-205) $2,399 $1,996 Wilsonville $2,394 $1,820 * Gresham (current City Limits) $2,350 $2,350 ** Corvallis $2,075 $1,556 Forest Grove $2,000 $2,000 McMinnville $2,000 $2,000 Sandy $2,000 $1,334 Hood River Valley PRD $1,635 $1,169 Albany $1,500 $1,500 Chehalem PRD (Newberg) $1,471 $1,075 Woodburn $1,448 $1,556 *** Eugene $1,345 $1,345 Ashland $1,041 $815 *** Willamalane PRD (Springfield) $1,000 $692 * SDC Rates effective 07/01/06. ** Corvallis has adopted a methodolgy with rates of $4,893 per single family unit; $3,627 per multi-family *** Parks SDC methodologies and rates are currently being reviewed and updated.