East Contra Costa Fire Protection District · ECCFPD – Assessment Formation, Development Impact...

East Contra Costa Fire Protection DistrictBoard Workshop

Presentation to Board:May 8, 2019

2ECCFPD – Assessment Formation, Development Impact Fee Study, User Fee Study, FIA, CFD

Presentation Agenda

1. Project Overview

2. Assessment Formation

3. Development Impact Fee Study

4. User Fee Study

5. Fiscal Impact Analysis

6. Community Facilities District Formation

7. Summary & Timing of Project

Presenter

Presentation Notes

.


Project Overview

Fiscal Sustainability

Assessment Formation

User Fee Study

Development Impact Fee

StudyFiscal Impact

Analysis

Community Facilities District

By utilizing various tools, NBS will help ECCFPD fund services for existing and future service populations.


Assessment Formation - Overview

What is a Fire Suppression

Assessment?

• Funding mechanism which enables cities, counties and special districts to collect special assessments

• Engineer’s Report

• Benefit-based

• Approval process: Property-owner protest ballot

• Fire suppression services only


Assessment Formation - Process

Complete Engineer’s Report Intent Meeting

Mailing Ballots (min 45 days prior to

Public Hearing)

Public Hearing / Protest Ballot Proceeding• If no protest, levy August 2020• Receive 1st installment of

funds December 2020


Assessment Formation - Timing

May

201

9

Jun

2019

Jul 2

019

Aug

2019

Sep

2019

Oct

201

9

Nov

201

9

Dec

201

9

Jan

2020

Feb

2020

Mar

202

0

Apr 2

020

ACTIVITY 1 2 3 4 5 6 7 8 9 10 11 12

Task 1. Prepare Engineer's Report

Task 2. Public Outreach

Task 3. Legal Proceedings

Task 4. Property Owner Approval (via mailed ballot)

Task 5. Implementation


Development Impact Fee Study - Description

Fees Calculated Based on Cost of Mitigating Impacts of Development

Documents 3 Elements of the Nexus: Need, Benefit and Proportionality

Needed to Comply With Mitigation Fee Act (AB 1600, GC 66000) and Relevant Case Law

Impacts Measured Using Appropriate Levels of Service

The Development Impact Fee Study focuses on recovery of costs associated with the impacts of new development on the District's capital infrastructure.


Development Impact Fee Study – Process

Compile Tables of Existing and Future Development by Land Use Type

Identify Existing and Planned Facilities and Costs

Identify New Development Cost Share

Specify Appropriate Demand Factors

Allocate Costs by Development Type and Calculate Impact Fees


Development Impact Fee Study - Timing

May

201

9

Jun

2019

Jul 2

019

Aug

2019

Sep

2019

Oct

201

9

ACTIVITY 1 2 3 4 5 6

Task 1. Quantify Existing and Future Development

Task 2. Project Facilty Needs and Costs

Task 3. Identify Costs Eligible for Impact Fee Funding

Task 4. Allocate Costs to New Development

Task 5.Create a Schedule of Impact Fees per Unit



User Fee Study - Description

UnderstandFull Cost of Providing Services

Set District Fees

Accordingly

21Project Goal:


User Fee Study - Process

Fee Structure Review

Data Collection

• Staffing, budget, time estimates, workload

Full Cost of Service

Cost Recovery

Policy


User Fee Study - Timing

May

201

9

Jun

2019

Jul 2

019

Aug

2019

Sep

2019

Oct

201

9

Nov

201

9

ACTIVITY 1 2 3 4 5 6 7

Task 1. Project Commencement and Data Collection

Task 2. Operations Inverview and Fee Schedule Design

Task 3. Time and Service Analysis

Task 4. Time Valuation

Task 5. Cost of Service Analysis

Task 6. Conduct Comparative Fee Survey

Task 7. Draft Review and Revision

Task 8. Recommend Pricing Analysis

Task 9. Documentation

Task 10. Legislative Process

Task 11. Project CompletionTBD by District


Fiscal Impact Analysis - Description

• Analysis of revenue generated by new development

• Quantification of costs of new development

• Compare revenue to cost to determine net impact

• Impacts to some services may be funded through a CFD

The Fiscal Impact Analysis will evaluate the fiscal impact of new

development on fire services provided by the District. This

analysis will focus entirely on a projection of operational costs and

the projected funding sources available to fund the ongoing services needs to the District.


Fiscal Impact Analysis - Process

Data Collection and Research

Service Level Analysis

Identify Revenues Applicable to

Future Development

Identify Costs Applicable to

Future Development

Determine Future Development’s Net

Fiscal Impacts

Revenue Feasibility Analysis

Prepare Final Fiscal Impact and

Feasibility Report


Fiscal Impact Analysis - Timing

May

201

9

Jun

2019

Jul 2

019

Aug

2019

Sep

2019

ACTIVITY 1 2 3 4 5

Task 1. Introduction and Project Schedule

Task 2. Data Collection and Research

Task 3. Service Level Analysis

Task 4. Identify Applicable Revenues

Task 5. Identify Applicable Costs

Task 6. Determine Net Fiscal Impacts

Task 7. Revenue Feasibility Analysis

Task 8. Prepare Final Fiscal Impact and Feasibility Report


Community Facilities District - Description

• Special Tax

• Facilities and/or Services

• Property Owner Vote (<12 registered voters) or Registered Voter Vote, 2/3rds Approval

• “Reasonable” tax method, very flexible

The Community Facilities District (CFD) is a culmination of all previous studies which have clearly evaluated and identified the cost recovery gap for capital and operational needs, both for existing and future service populations.


Community Facilities District – Process (Bonded)

• 10% Landowners• 10% Registered voters• Payment of pre-formation costs

1. Adopt Goals and Policies

Within 90 days

• Written request of 2 members of legislative body, or

• Majority approval of legislative body

2. Resolution of Intention• Approve proposed CFD boundary• Name CFD• Describe facilities and/or services• Establish Rate and Method of Apportionment and manner of collection of special tax• Fix time and place for public hearing

3. Resolution of Intention to Incur Debt• Declare necessity for debt• State amount of debt• Fix time and place for public hearing

4. Public Hearing• Held not less than 30 or more than 60 days from adoption of Resolution of Intention• Notice must be published not later than 7 days before Public Hearing• If no majority protest, then:

5. Resolution of Formation • Approve facilities and/or services• Identify party responsible for preparing annual levy• State that lien will be recorded• Identify the recording information for the boundary map• Set election

6. Resolution to Incur Debt• Necessity and purpose of debt• Whole/portion of CFD will pay for debt• Amount, term and max. interest rate of debt• Proposition will be submitted to voters and terms of election

7. Election• 2/3 vote required• If less than 12 registered voters then

landowner election not registered voter election

• Voters consider:• Levy of special tax• Appropriations limit• Authorize issuance of bonds

8. Legislative Body Certifies Election Results

9. Ordinance to Levy Special Tax

10. Resolution Authorizing Bond Issuance• Pledge CFD revenue to debt repayment• Designate terms and conditions of debt

issuance

• Execute debt• Initiate construction or

acquisition• Commence activities to

administer debt, levy and collect assessments and comply with continuing disclosure requirement

Petition Initiated CFD

Local Agency Initiated CFD


Community Facilities District – Process (Non-Bonded)

• 10% Landowners• 10% Registered voters• Payment of pre-formation costs

1. Adopt Goals and Policies

Within 90 days

• Written request of 2 members of legislative body, or

• Majority approval of legislative body

2. Resolution of Intention• Approve proposed CFD boundary• Name CFD• Describe services to be funded• Establish Rate and Method of Apportionment and manner of collection of special tax• Fix time and place for public hearing• Describe voting procedures

3. Public Hearing• Held not less than 30 or more than 60 days from adoption of Resolution of Intention• Notice must be published not later than 7 days before Public Hearing• If no majority protest, then:

4. Resolution of Formation • Approve services to be funded• Identify party responsible for preparing annual levy• State that lien will be recorded• Identify the recording information for the boundary map• Set election

5. Election• 2/3 vote required• If less than 12 registered voters then landowner election not registered voter election• Voters consider:

• Levy of special tax• Appropriations limit

6. Legislative Body Certifies Election Results

7. Ordinance to Levy Special Tax

• Commence activities to levy and collect special taxes

Petition Initiated CFD

Local Agency Initiated CFD


Community Facilities District - Timing

May

201

9

Jun

2019

Jul 2

019

Aug

2019

Sep

2019

Oct

201

9

Nov

201

9

Dec 2

019

Jan

2020

Feb

2020

ACTIVITY 1 2 3 4 5 6 7 8 9 10

Task 1. Data Collection and Cost Estimate

Task 2. District Boundaries

Task 3. Rate and Method Apportionment

Task 4. Legal Proceedings

Task 5. Property Owner Approval



Summary

Steps to Success:

• Thoughtful and multi-pronged approach• Complementary funding tools• Parallel timelines as much as feasible


Overall Timeline

May

201

9

Jun

2019

Jul 2

019

Aug

2019

Sep

2019

Oct

201

9

Nov

201

9

Dec 2

019

Jan

2020

Feb

2020

Mar

202

0

Apr 2

020

ACTIVITY 1 2 3 4 5 6 7 8 9 10 11 12

Task 1. Assessment Formation

Task 2. User Fee Study

Task 3. Development Impact Fee Study

Task 4. Fiscal Impact Analysis

Task 5. Community Facilities District


Questions and Comments

Questions? PROJECT TEAM

Tim SeufertManaging Director

Sara MaresAssociate Director

Nicole KissamDirector

Stephanie ParsonAssociate Director

Joe ColganColgan Consulting

800-676-7516

[email protected]

East Contra Costa Fire Protection District · ECCFPD – Assessment Formation, Development Impact...

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