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HomeMy WebLinkAboutcoa.lu.ca.Aspen School District.A36-95 ~ !"""\ CASELOAD SUMMARY SHEET City of Aspen DATE RECEIVED: 03/15/95 DATE COMPLETE: PARCEL ID AND CASE NO. A36-95 SC STAFF MEMBER: PROJECT NAME: Aspen School District Text Amendments project Address: cLegal Address: APPLICANT: Aspen School District, Tom Farrell. Applicant Address: 0235 Hiah School Rd., Aspen REPRESENTATIVE: Alan Richman Representative Address/Phone: Box 3613 Aspen. CO 81612 Superintendent 925-3460 920-1125 -------------------------------------------------------------- -------------------------------------------------------------- FEES: PLANNING ENGINEER HOUSING ENV. HEALTH TOTAL $ $ $ $ $ # APPS RECEIVED # pLATS RECEIVED 1 TYPE OF APPLICATION: STAFF APPROVAL: 1 STEP: 2 P&Z Meeting Date rt1ay / b -tit PUBLIC HEARING: rYES>s VESTED RIGHTS: 'Yi?s' CC Meeting Date LI:1U!;r, - /sf PUBLIC HEARING: ~S ~VESTED RIGHTS: ~ ~ ~tJ1..:;2H No""J - Id STEP:...1L.- NO /,-61,;11 I~ NO I'~ NO NO --------------------------------------------------------------- --------------------------------------------------------------- REFERRALS: X city Attorney )( Parks Dept. School District city Engineer Bldg Inspector Rocky Mtn NatGas Housing Dir. Fire Marshal CDOT Aspen Water Holy Cross Clean Air Board City Electric Mtn. Bell open Space Board Envir.Hlth. ACSD Other Zoning. Energy Center Other DATE REFERRED: .';jJ I \ INITIALS: c..;w DUE: t{ I &/( ================---------------=~------------------------------- FINAL ROUTING: DATE ROUTED: ;J.. -)"j -Cf5"INITIAL: ~ ___ City Atty ___ Housing ___ city Engineer ___ Open Space ___Zoning ___Env. Health Other: FILE STATUS AND LOCATION: ,-, .J-';., V\\~ , , --", ..._1' MEMORANDUM TO: Mayor and council ~, ~ Amy Margerum, City Manager~ stan Clauson, Community Development Directo6- THRU: THRU: FROM: Mary Lackner, Planner RE: Aspen School District Code Dedication Requirements Series of 1995 Amendment - Establishing Land Znd Reading Ordinance 32, DATE: December 11, 1995 ----------------------------------------------------------------- ----------------------------------------------------------------- SUMMARY: The Planning Office and Planning and Zoning commission recommend approval of the applicant's request. The applicant is seeking a land use code amendment to enact school land dedication standards which would apply to all new subdivisions within the Aspen School District. The City code amendment would require a land dedication requirement for all newly subdivided parcels within the City of Aspen. The applicant has submitted a concurrent application being reviewed by the Pitkin County Board of County Commissioners to enact this legislation within the Aspen School District. This text amendment was finally approved by the BOCC on October 25, 1995. APPLICANT: Aspen School District. APPLICANT'S REPRESENTATIVE: Alan Richman, Alan Richman Planning Services. PREVIOUS COUNCIL ACTION: None. BACKGROUND: The Aspen School District has been experiencing a steady growth of student enrollment during the past five years. In order to keep up with the increase in student enrollments and to maintain the existing level of service to students in the future, the Aspen School District has submitted a Land Use Code amendment that would enact school land dedication standards within the Aspen School District boundaries within the City of Aspen. The Colorado Revised Statues (C.R.S.) ~rovide for express authority for counties to include provisions in their subdivision regulations to require reservation or dedication of sites and land area for schools, or payment of cash-in-lieu of such reservations or dedications in CoR.S. 30-28-133(4). CoR.S. 29-20-104 also provides additional authority to local governments to regulate the use of land to address the impacts of development. (These citations are noted in the applicant's submission materials in Exhibit '~A") 0 r--. .~ STAFF COMMENTS: Land Use Code amendments are subject to section 24-7-1102 of the Aspen Municipal Code. This provision is addressed in Exhibit "B". Staff' has also included additional information regarding the proposed text amendment to assist Council to understand the applicant's request. Fee Waiver: The applicant is seeking to have their land use fees waived for this project. To date the Planning Office review fees for this project have totalled $3655. With an additional one or two hours still outstanding for this meeting. This request was also made by the applicant for the County land use application,. however the BOCC was unable to waive the fees. Existing regulations: Presently the Aspen Municipal Code addresses impacts to schools in annexation, rezoning, conditional uses, and GMQS competition. If a land use application is subject to these provisl.ons of the Code, and to a lesser extent SPA and PUD regulations, a finding can be made that the proposed development has an adverse effect on the school district and mitigation can be required. Williams Ranch was subject to paying the school district approximately $15,000 for school mitigation. It has been the practice of the Planning Office to refer subdivision and GMQS competition applications to the school district for review and comment. On occasion, the Aspen School District has identified a fee, which has been included as a condition of approval. School enrollment: The application indicates that school enrollment has been increasing at approximately 3% to 8% per year and this increase is seen in the elementary, middle and high school levels. Staff has learned from the District that approximately 20% of student enrollment is out-of-district and there are no fees paid by out of district students. The School District is not reimbursed from the other school districts in which these students reside. Therefore, it should be noted that the increase in students within the Aspen School District is not based solely on growth within the boundaries of the District and Aspen, but from growth throughout the Roaring Fork Valley. The Municipal Code presently provides a park development impact fee that assesses fees upon all development which creates additional bedrooms in residential and lodge uses, or which creates additional commercial or office space. The applicant's proposed amendment does not. go as far as the park development impact fee which assesses fees on all previously subdivided parcels. The school district fee will only apply to new subdivisions. Existing Mill Levy for the Aspen School District: All properties within the Aspen School District are assessed a 10.671 mill levy property tax that goes to the School District. The following 2 1""'\ " , 1-' assessed valued properties (taken from the applicant's application examples) would be taxed at approximately this level .each year, which accrues directly to the Aspen School District: Assessed Property Value Approximate School District Tax $600,000 = $500,000 = $175,000 = $115,000 = $ 75,000 = $ 40,000 $ 18,000 = $6,402 $5,335 $1,867 $1,227 $ 800 $ 426 $ 192 Proposed Code Amendment: The applicant has presented proposed Land Area per Student and Students Generated per Dwelling unit formulas in detail in the application. Staff does not challenge the method or formulas that were used to justify the proposed land dedication requirements. The proposed formula for calculation follows: Market value of land x applicable land dedication standard x 0.33 = amount of cash payment. For example, for a property having a market land value of $100,000 on which a four bedroom house is proposed, the payment would be: $100,000 x 0.0248 x 0.33 = $818.40 The code amendment proposes a new section to the code and is included in the Exhibit section. SUMMARY: The applicant's request will only be applied to new residential and mixed use subdivisions. Since the AACP has been adopted, the City and County are encouraging new development to be split 70% affordable housing units to 30% free market dwelling units. Therefore, it can be assumed that in the future the majority of newly subdivided lots will be affordable housing units. These units will not be exempt from this code amendment, however, their valuation will reflect their deed restricted status. The applicant has revised the proposed cap of the valuation of lots at $150,000 which was proposed at first reading in early summer. The new language eliminates the land valuation cap, but adds a formula that requires an applicant to pay only a percentage of the total fee. This is a more equitable approach as everyone paying the fee only pays 33% of the calculated fee. 3 ,-., ,-. Subsequent to first reading, City Attorney John Worcester recommended additional language to the Ordinance. Subsections (e) (2) (a) - (d) have been amended to clarify the administration of fees collected by the City and distributed to the school district. As a reference, staff has run the school district cash-in-lieu formula on the proposed 12 unit Water Place affordable housing project and as estimated that the fee will be approximately $2,300 for the entire project, or about $192 per unit. Staff had a difficult time determining the lot valuation for these units as the Assessor's Office has yet to establish a list of comparable RO lot values for the city of Aspen. Staff assumed an assessed land value of $35,000 to $60,000 depending on the proposed development to estimate the proposed fee. 'This should only be used as a general reference. RECOMMENDATION: The Planning and Zoning commission and staff recommend approval of the Text Amendment to assess a land dedication requirement on all newly subdivided parcels subject to the language in the attached ordinance. PROPOSED MOTION: "I move to approve Ordinance 32, Series of 1995." "I move to approve the School District Land Dedication code amendment at first reading." CITY MANAGER COMMENTS: Exhibits: Ordinance 32, Series 1995 "A" Application information "B" Planning staff responses to Code section 24-7-1102 4 I"""- I"""-, INTERGQVERNMENT Ai AGREEMENT . THIS AGREEMENT, is entered into effective as of the 1stday of January, 1996, by and between the CITY OF ASPEN, Colorado, a home rule municipality and body politic organized and existing by virtue of the laws of the State of Colorado C4City"), and the ASPEN SCHOOL DISTRlCT, a political subdivision of the State of Colorado organized under and existing by virtue of the laws of the State of Colorado ("School District''). WITNESETH WHEREAS, the School District and the City desire to enter into this intergovernmental agreement to define the rights and obligations with respect to Ordinance No. 32 ,Series of 1995, amending Chapter 24 of the Municipal Code to adopt school land dedication standards. NOW, THEREFORE, in consideration of the objectives and policies herein expressed, it is agreed by and between the parties hereto as follows: 1. The parties hereto agree that the school land dedication standards, applicability, dedication schedule, procedures for land dedication and cash payments, and use ofland and funds, shall be as set forth in Ordinance No. _ 32 ,Series of 1995. 2. The School District shall periodically, but no less than every three (3) years, review the dedication schedule set forth in Ordinance No. 32 , Series of 1995, to ensure that the land dedication standards which are assessed are fair and represent the current level of services provided by the School District. 3. The School District shall submit an annual report on or before March 31 to the City Manager describing the School District's expenditure of funds collected from school Ian.d dedication during the preceeding calendar year. This report shall include: (1) A review of the assumptions and data upon which the methodology is based. including assessed value, student generation ratios, and land dedication standards. r"- ~\ (2) Alternative revenue sources for funding construction of new school facilities made necessary by new development. (3) Recommendations for modifications to the dedication schedules. (4) To the extent permitted by law, the School District and the City shall each indemnify and hold the other, and their respective officers, employees, and agents, harmless from claims related to the requisition, collection, or administration of Ordinance No. 32 .. Series of1995. (5) In the event the City and/or School District are named as defendants in any legal action pertaining or related to Ordinance No...1L, Series of 1995, the following provisions shall apply: a. The City Attorney and Counsel for the School District shall cooperate in the defense of said action and any costs and feed incurred for their services shall be separately borne by the City and School District, respectively, b. In the event the City and the School District, after consultation with the City Attorney and Counsel for the School District deem it necessary or appropriate to eventually select and jointly employ special counselor expects to assist in the defense of said action, the reasonable attorney's fees, consultant or expert fees, costs, and expenses incurred for said additional joint counsel and experts shall be paid 75 percent by the School District and 25 percent by the City. IN WITNESS WHEREOF, the parties hereto have executed this Agreement which shall be in force and effect the day and year first above written. CITY OF ASPEN By: City Manager ArrEST: ~ ATTEST: -, ASPEN SCHOOL DISlRICT By: .U~ ._'_,... ...:_; .....,--' . .,......, .1""">, Exhibit A A'-~~- ~.. 3613. /'I.tl.~ e.tP<r"th. rl612 ~ (adS) 92d-112$ March 15, 1995 '^ 'Eo C ~/ . . ;- , .....\ '>\. \..; i ! '\~'.:.;. .;- ..../ <::' .,.' h/.~,. ,,.,,~ ./ .-., :,.,~ A/4;r , S /995 .:'\:-., Mr. Stan Oauson, City Planning Director Aspen/Pitkin County Community Development Department 130 South Galena Street Aspen, Colorado 81611 RE: CODE AJ.\fENDMENT El'fACITNG SCHOOL lAND DEDICATION STANDARDS Dear Stan, Over the past several months, as the representative of the Aspen School District, I have held several discussions with you to review a proposed amendment to the Aspen Land Use Regulations to enact school land dedication standards. Together, we have reviewed State enabling legislation, the methodology for calculating land dedication standards and various administrative issues. Attached to this memo is the resulting application for a Code amendment. To simplify your processing of this application, I have pr'Jvided a copy of this application on computer disk, in Wordperfect 5.1, so it can be easily incorporated it into the Code. At this time I am only submitting a single copy of the application to you. Once you have had an opponunity to review the submission internally, please let me know if you require any additional copies. According to Section 24-7-1103 of the Aspen Land Use Regulations, "A development application for an amendment to the text of this chapter may be submitted at any time during the year". It is not necessary, therefore, for the application to be sponsored by the Planning Commission or Council for it to be submitted today. Further, you have previously stated that since the Aspen School District is a public body, the City would waive the requirement for an application fee to be paid. We have not, therefore, submitted an application fee at this time. The Aspen School District is anxious to have this proposal considered by the Aspen Planning and Zoning Commission and the Aspen City Council as soon as possible. We woUld appreciate it if you would schedule this application on the first available agenda. The School District Board has indicated to me that they are available at any time if either body feels there is a :Ieed for a work session to be held prior to the public hearing on this matter. .; .._;..~,. .,,"" ..-... - .-.- -,~ ..'"......,- "'" ~"-'--. .-. ... ''''''- '~.~.. '--. ., ,...... "''''m .~-~"..._---" ..-. . ..... ,-.., ,-.., Mr. Stan Qauson March 15, 1995 Page Two Please do not hesitate to contact me at any time if you have questions regarding the materials. we have submitted or if there is any additional information I can provide to you. Very truly yoUIS,' ALAN RICHMAN PLANNING SERVICES A~ L.J Alan Richman, AlCP . ,-,. 1""\ APPLICATION FOR AMENDMENTS TO ASPEN LAND USE REGULATIONS Background In the last 5 years, the Aspen School District has experienced growing student enrollments. Enrollments have grown as follows: 1990: 988 students 1991: 1,080 students 1992: 1,125 students 1993: 1,160 students 1994: 1,197 students It has become increasingly co=on nationwide for public service providers in growing co=unities to adopt impact fees to fairly apportion the costs of growth to new development, so that existing taxpayers are not solely responsible for the costs of growth. However, because of a recent Colorado District Court ruling involving school impact fees in Douglas County, the Aspen School District has decided not to consider impact fees at this time. School land dedication standards, on the other hand, represent a more traditional means of mitigating the impacts of development on schools in Colorado. Land dedication standards have been adopted by a wide range of co=unities throughout the State, including, only by way of example, Boulder, Eagle County and Mesa County. Included herein is an examination of State authority granted to local governments to address the impacts of new development on schools. Also included is documentation of the methodology and calculations used by the School District to evaluate these impacts and to determine the proposed school land dedication standards. Several administrative issues associated with the adoption of such standards are then examined, and solutions are proposed. Finally, the language of the proposed Code amendment is presented. Authority The Colorado Revised Statutes (C.R.S.) provide express authority for counties to include provisions in their subdivision regulations to require reseIVation or dedication of sites and land areas for schools, or payment of cash-in-lieu of such reseIVations or dedications. C.R.S. 30-28-133 (4) reads as follows: "(4) Subdivision regulations adopted by the board of county co=issioners pursuant to this section shall also include, as a minimum, provisions governing the fOllowjng matters: 1 r". ~ (a) Sites and land areas for schools and parks when such are reasonably necessary to serve the proposed subdivision and the future residents thereof. Such provisions may include: (1) Reservation of such sites and land areas, for acquisition by the County; (II) Dedication of such sites and land areas to the county or to the public or, in lieu thereof, payment of a sum of money not exceeding the full market value of such sites and land areas or a combination of such dedication and such payment; except that the value of such combination shall not exceed the full market value of such sites and land areas. If such sites and land areas are dedicated to the county or the public, the board of county commissioners may, at the request of the affected entity, sell the land. Any such sums, when required, or moneys paid to the board of county commissioners from the sale of . such dedicated sites and land areas, shall be held by the board of county commissioners: (A) For the acquisition of reasonably necessary sites and land areas or for other capital outlay purposes for schools or parks; (B) For the development of said sites and land areas for park purposes; or (C) For growth-related planning functions by school districts for educational purposes." The Colorado Land Use Control Enabling Act of 1974 also provides more general authority to local governments to regulate the use of land to address the impacts of development, as stated in c.R.S. 29-20-104: "...Each local government within its respective jurisdiction has the authority to plan for and regulate the use of land by: (t) Regulating the use of land on the basis of the impact thereof on the community or surrounding areas." These statutory provisions provide Aspen and Pitkin County with express authority to enact school land dedication standards. Formula The formula we have used to calculate the standards for school land dedications is one which has been used by a number of other local governments. The formula is as follows: 2 ,r"\ !"""'\ Land area provided per student x students generated per dwelling unit = land dedication standard. The following sections descnbe how to calculate this formula. 1. Land Area Provided Per Student The determination of land area provided per student reflects the actual level of service currently provided within the Aspen School District, considering the following two factors: a. The amount of land currently owned by the School District which is used for educational purposes; and b. The existing capacity of the schools. The School District owns two parcels of land which are currently used for educational purposes, these being the main campus on Maroon Creek Road and the school site within Aspen (a/k/a, "the yellow brick school"). These two parcels comprise a total of 31 acres of land. The School District also owns a 35 acre parcel of land in the Frying Pan Valley, near Reudi Reservoir, used for outdoor education purposes. To be conservative in the calculation of these standards, the Reudi site has not been counted in this formula. The School District has determined that the capacity of the three schools in the District is as follows: Elementary: Middle: High: Total: 500-550 students 350..500 students 300-400 students 1,150-1,450 students For purposes of this analysis, the mid-point in the capacity range, 1,300 students, was used. Applying these two factors results in the following calculations: 31 acres = 1,350,360 square feet. 1,350,360 square feet + 1,300 students = 1,039 sq. ft. provided per student. 2. Students Generated Per Dwellinl! Unit To determine the number of students generated per dwelling unit, it is first necessary to decide how to categorize units. Research indicates that for purposes of these calculations, many other communities categorize units as "single-family" and "multi-family". This is a relatively simple approach which allows Census or other readily available data to be u~ed to identify the number of students generated by each type of unit. 3 ,-...., ,-...., It has been Aspen and Pitkin County's experience, however, that bedroom count is a far better indicator of all forms of occupancy, including student generation, than is the type of structure. Therefore, it was decided to use bedroom count, rather than unit type, as the measure of student generation. Since no local data was available on the number of school age students generated per dwelling unit within the School District, it was decided that a survey should be conducted. A map of the- School District boundaries was obtained from the Pitkin County Assessor, so a survey area could be defined. The map illustrates that the Aspen School District includes Aspen, what Pitkin County calls the "Aspen Metro" area, Owl Creek/Brush Creek and most of Snowmass Village, Woody Creek and that portion of the Highway 82 Corridor stretching as far as Gerbazdale. Next, a survey sample needed to be defined. Using records maintained by Pitkin County, through its growth management system, it was determined that contacts with a minimum of 300 households would represent a valid sample, and this became the survey target. A sample population was created by randomly selecting households out of the 1994 Polk Cross Reference Directory, which provides a listing of each telephone number in the 920, 923, 925 and 544 exchanges, corresponding to the telephone exchanges for the subject area. Obvious business numbers were excluded from the sample. Direct telephone contacts were made to each household in the sample and the following questions were posed: 1. Do you live/work in Pitkin County year-round? If the answer was no, the survey was discontinued. If the answer was yes, the following questions were posed: 2. Where do you live? Within Aspen City Limits Aspen Area (to Brush Creek Road) Snowmass Village Brush Creek VillagelWoody Creek/Aspen Village/Gerbazdale 3. How many children from your household attend elementary, middle or high school? 4. How many bedrooms are there in your home? A total of 331 surveys were completed. These 331 households generate 198 of the students who attend the Aspen Public Schools, accounting for approximately 1/6 (16.5%) of The student body. Table 1 summarizes the results obtained from the survey. 4 ,-, ,-, TABLE 1 SUMMARY OF RESPONSES TO SURVEY Unit Type Number of Number of Students Responses Received Students Generated Generated Per Unit Studioll bedroom 41 2 .05 2 bedroom 102 41 040 3 bedroom 119 III .68 4 bedroom 53 55 1.04 5 or more bedroom 16 19 l.19 Total 331 198 .60 The validity of these results is demonstrated by the fact that U.S. Census data for the Mountain Region indicates that a typical single family dwelling unit in the Region generates about 0.8 public school students and a typical multi-family unit generates about 0.3 public school students. The results obtained in the survey are quite consistent with these regional' factors. It would not be statistically valid, however, to attempt to establish factors for students generated per each unit type for geographic sub-areas within the School District, given the size of the survey sample. Table 2 completes the calculations, illustrating the proposed land dedication standards by unit type. TABLE 2 PROPOSED LAND DEDICATION STANDARDS I Unit Type Land Pn)vided Per Students Land Dedication I Student (sq. 1'1.) Generated Per Standard in Acres I Unit (sq. ft.) I Studioil bedroom 1.039 .OS .0012 (52) 2 bedroom l.039 AO .0095 U16) I 3 bedroom 1,039 .68 .0162 (707) 4 bedroom 1.039 1.04 .0248 (1.081) 5 or more bednlom 1,039 11.19 .0284 (1.236) , 5 ,-,. ~ ,4.dministrative Issues Several admini~trative issues must be addressed to implement these standards. The following proposals are made in this regard. 1. Cash-Tn-Lieu Values We propose that applicants who wish to pay cash, rather than dedicating land to the School District, be permitted to do so. Land value should be determined in the following manner: a. For new subdivisions, land value shall be market value at the time of the cash- in-lieu payment, including site improvements such as streets and utilities, but excluding residential dwelling units. b. For all other developments, land value shall be the most recent land value assigned by the Pitkin County Assessor, net of the value of the dwelling and other improvements. We have reviewed the Assessor's files to determine if their data will apply to this formula. Their data appears to be quite usable for both single family dwellings and condominiums, as there is an actual land value given for each property. For condominiums, it appears that the land value is relative to the size of the unit as compared to the other units in the complex. To obtain the land value per unit for multi-family units under single ownership, it will be necessary to divide the number of units in the complex by its total land value. We tested the formula by obtaining land values for selected lots and units, as follows: Meadowood: City Townsite Lots: Brush Creek Village: Little Elk Creek: Twin Ridge: Centennial: Gant: $500,000 $600,000 $175,000 $115,000 $ 40,000 $ 18,000 $ 75,000 Applying the formula to apply to these lots results in the following sample calculations: 5 bedroom home in Meadowood: 3 bedroom home on City Townsite Lots: 4 bedroom home in Brush Creek Village: 3 bedroom home in Little Elk Creek: 3 bedroom home in Twin Ridge: 2 bedroom condominium in Centennial: 1 bedroom condominium in Gant: $500,000 x .0284 = $14,200 $600,000 x .0162 = $ 9,720 $175,000 x .0248 = $ 4,340 $115,000 x .0162 = $ 1,863 $ 40,000 x .0162 = $ 648 $ 18,000 x .0095 = $ 171 $ 75,000 x .0012 = $ 90 4 6 1""'\ ,-, The above numbers illustrate that the fees for a large home on an expensive lot will be considerable. Since there are obviously lots in our market which are valued at $1 million and more, the Aspen School District has considered several alternative approaches to this formula. Our research indicates that while a local government cannot establish a standard which is hililier than has been calculated by formula, the courts consider it to be fair and' reasonable for a local government to establish a dedication standard which is less than that calculated by formula. First, we considered proposing a district-wide land value for the formula, instead of using the value of the property being subdivided/developed. This value might reflect the cost of land which the School District would purchase, instead of the cost of the lot being developed. The major problem with this option is it penalizes the owner of a lower priced lot, while rewarding the owner of a high priced lot. This approach also runs contrary to that established by the state enabling legislation. We have, therefore, rejected this option. We feel that a better approach would be to set a top-set amount in the formula for the land value of the property being subdivided/developed. A more complex approach would be to use a sliding scale which would limit the maximum amount of the fee which would be collected. Another approach would be to phase-in the fee, by only deciding to collect a percentage of the calculated amount (say 25% or 50%) at this time. Our proposal reflects the simplest, most effective approach to this problem, which is to establish a top-set amount in the formula for. the land value of the property being subdivided/developed. We suggest a maximum land value of $150,000, which would result in a maximum fee of $4,260 for a five bedroom home, $3,720 for a four bedroom home and $2,430 for a three bedroom home. Of course, we would welcome other approaches suggested by the City during the process of adopting these amendments. 2. Applicabilitv to Affordable Housing and to Seasonal Units We propose that the land dedication standards apply to both affordable housing units and to seasonal housing units. Given the growing emphasis of the affordable housing program on family style housing, such units are one of the significant generators of school students, both today and in the future. This conclusion is verified by the survey research we have recently conducted. While seasonal residential units occupied by visitors may not generate students each school year, it is co=only recognized that a unit which is occupied seasonally one year is occupied full time the next year. Since there is no way to monitor or limit such occupancy, it is also reasonable to apply the standards to such units. 3. Applicabili~ to Previouslv and Newlv Subdivided Lots . We propose that the land dedication standards apply to the development of a new unit on 7 '-'._'.'._'i<;..;;':._"'"' ,'. ,':.~'.,.',~."".::.";.>):,.:(.--.,,,."., "...-.~' ',_ .;:..~'.'.~_-.c;;:.:~,"_,:.-,_ "_ _..~",'b'.:..:2';'~'_,c:"':. ,~.'~ ~_,~ ".o-.;''-_:;'.._.~'.. .~. .,-" ," either a previously subdivided lot or a newly subdivided lot, since both lot types will generate students. The only exemption from the standards would be for any lot within a subdivision which had previously made a school land dedication or cash-in-Iieu payment pursuant to a prior City development approval. We also propose that land dedication standards apply to the addition of a bedrooms to an existing residence. The land or cash dedication should reflect the incremental difference in standards between the two unit types. Development which does not add any residential bedrooms would be exempt from the standards. 4. Time of DedicationIPavment We propose that the applicable land dedication or payment of cash occur prior to and on a proportional basis to, the issuance of building permits. Proposed Ordinance The precise wording of the amendment we propose to the Aspen Land Use Regulations has been drafted in the form of a proposed ordinance, pn the pages which follow. . 8 "......, -. Exhibit B Text Amendment Review criteria section 24-7-1102 A. Whether the proposed amendment is in conflict with any applicable portions of this chapter. Response: Staff does not find the proposed amendment to be in conflict with any other portions of this chapter. B. Whether the proposed with all elements Comprehensive Plan. amendment is consistent of the Aspen Area Response: The Aspen Area Community Plan does not address the school district nor their future facilities. c. Whether the proposed amendment is compatible with surrounding zone districts and land uses, considering existing land use and neighborhood characteristics. Response: The proposed amendment will be applicable to all newly created parcels throughout the city. It would be almost impossible for a new subdivision to be of a significant size that would require a portion of the property to be dedicated as a school site. There could be some cases when a new subdivision would warrant the need to dedicate land for affordable housing for school employees. All new subdivisions, with the exception of lot splits, would be reviewed by the Planning commission and city council along with the proposed dedication to the school district to determine if a land dedication would be appropriate in each situation. D. The effect of the proposed amendment on traffic generation and road safety. Response: This proposed legislation does not affect traffic generation or road safety. E. Whether and the extent to which the proposed amendment would result in demands on public facilities, and whether and the extent to which the proposed amendment would exceed the capacity of such public facilities, including but not limited to transportation facilities, sewage facilities, water supply, parks, drainage, schools, and emergency medical facilities. Response: The proposed amendment is designed to require new subdivision developers to pay a share of their impact on the local school system. Staff believes the applicant is addressing this """'. ..-., provision of the Code as it codifies a school land dedication requirement for all new subdivisions. F. Whether and the extent to which the proposed amendment would result in significantly adverse impacts on the natural environment. Response: It is not anticipated that the proposed code amendment will have any impact on the natural environment. G. Whether the proposed amendment is consistent and compatible with the community character in the City of Aspen. Response: Staff does not relate this code amendment to community character and does not believe this criteria is applicable. H. Whether there have been affecting the subject surrounding neighborhood proposed amendment. changed conditions parcel or the which support the Response: This code amendment does not parcel or neighborhood. It will be subdivisions within the City of Aspen. relate to any specific applicable to all new I. Whether the proposed amendment would be in conflict with the public interest, and is in harmony with the purpose and intent of this chapter. Response: This amendment is not in conflict with the public interest or the city of Aspen Municipal Code. ,~ ~ V\d MEMORANDUM THRU: Mayor and Council Amy Margerum, City Manage~ stan Clauson, community Development ~~. " .!Y L"'''~.'' Directort>) TO: THRU: FROM: Mary Lackner, Planner RE: Aspen School District Code Dedication Requirements Series of 1995 Amendment - Establishing Land 1st Reading Ordinance 32, DATE: November 13, 1995 ----------------------------------------------------------------- ----------------------------------------------------------------- SUMMARY: The Planning Office and Planning and Zoning Commission recommend approval of the applicant's request. The applicant is seeking a land use code amendment to enact school land dedication standards which would apply to all new subdivisions within the Aspen School District. The City code amendment would require a land dedication requirement for all newly subdivided parcels within the City of Aspen. The applicant has submitted a concurrent application being reviewed by the Pitkin County Board of county commissioners to enact this legislation within the Aspen School District. This text amendment was finally approved by the BOCC on October 25, 1995. APPLICANT: Aspen School District. APPLICANT'S REPRESENTATIVE: Alan Richman, Alan Richman Planning Services. PREVIOUS COUNCIL ACTION: None. BACKGROUND: The Aspen School District has been experiencing a steady growth of student enrollment during the past five years. In order to keep up with the increase in student enrollments and to maintain the existing level of service to students in the future, the Aspen School District has submitted a Land Use Code amendment that would enact school land dedication standards within the Aspen School District boundaries within the city of Aspen. The Colorado Revised Statues (C.R. S.) provide for express authority for counties to include provisions in their subdivision regulations to require reservation or dedication of sites and land area for schools, or payment of cash-in-lieu of such reservations or dedications in C.R.S. 30-28-133(4). C.R.S. 29-20-104 also provides additional authority to local governments to regulate the use of land to address the impacts of development. (These citations are noted in the applicant's submission materials in Exhibit "A"). ,-.. ,-.. STAFF COMMENTS: Land Use Code amendments are subject to section 24-7-1102 of the Aspen Municipal Code. This provision is addressed in Exhibit "B". Staff has also included additional information regarding the proposed text amendment to assist Council to understand the applicant's request. Existing regulations: Presently the Aspen Municipal Code addresses impacts to schools in annexation, rezoning, conditional uses, and GMQS competition. If a land use application is sUbject to these provisions of the Code, and to a lesser extent SPA and PUD regulations, a finding can be made that the proposed development has an adverse effect On the school district and mitigation can be required. Williams Ranch was subject to paying the school district approximately $15,000 for school mitigation. It has been the practice of the Planning Office to refer subdivision and GMQS competition applications to the school district for review and comment. On occasion, the Aspen School District has identified a fee, which has been included as a condition of approval. School enrollment: The application indicates that school enrollment has been increasing at approximately 3% to 8% per year and this increase is seen in the elementary, middle and high school levels. Staff has learned from the District that approximately 20% of student enrollment is out-of-district and there are no fees paid by out of district students. The School District is not reimbursed from the other school districts in which these students reside. Therefore, it should be noted that the increase in students within the Aspen School District is not based solely on growth within the boundaries of the District and Aspen, but from growth throughout the Roaring Fork Valley. The Municipal Code presently provides a park development impact fee that assess a fee upon all development that creates additional bedrooms in residential and lodge uses and creates additional commercial or office space. The applicant's proposed amendment does not go as far as the park development impact fee. Existing Mill Levy for the Aspen School District: All properties within the Aspen School District are assessed a 10.671 mill levy property tax that goes to the School District. The following assessed valued properties (taken from the applicant's application examples) would be taxed at approximately this level each year, which accrues directly to the Aspen School District: Assessed Property Value Approximate School District Tax $600,000 = $500,000 = $6,402 $5,335 2 ~ ,-, $175,000 = $1,867 $115,000 = $1,227 $ 75,000 = $ 800 $ 40,000 = $ 426 $ 18,000 = $ 192 proposed Code Amendment: The applicant has presented proposed Land Area per Student and Students Generated per Dwelling unit formulas in detail in the application. Staff does not challenge the method or formulas that were used to justify the proposed land dedication requirements. The code amendment proposes a new section to the code and is included in the Exhibit section. SUMMARY: The applicant's request will only be applied to new residential and mixed use subdivisions. Since the AACP has been adopted, the city and County are encouraging new development to be split 70% affordable housing units to 30% free market dwelling units. Therefore, it can be assumed that in the future the majority of newly subdivided lots will be affordable housing units. These units will not be exempt from this code amendment, however, their valuation will reflect their deed restricted status. The applicant has revised the proposed cap of the valuation of lots at $150,000 since first reading. The new language eliminates the land valuation cap, but adds a formula that requires an applicant to pay only a percentage of the total fee. This is a more equitable approach as everyone paying the fee only pays 33% of the calculated fee. Subsequent to first reading, City Attorney John Worcester recommended additional language to the Ordinance. Subsections (e) (2) (a) - (d) have been amended to clarify the administration of fees collected by the City and distributed to the school district. As a reference, staff has run the school district cash-in-lieu formula on the proposed 12 unit Water Place affordable housing project and as estimated that the fee will be approximately $2,300. Staff had a difficult time determining the lot valuation for these uni ts as the Assessor's Off ice has yet to establish a list of comparable RO lot values for the City of Aspen. Staff assumed an assessed land value of $35,000 to $60,000 depending on the proposed development to estimate the proposed fee . This should only be used as a general reference. RECOMMENDATiON: The Planning and Zoning commission and staff recommend approval of the Text Amendment to assess a land dedication requirement on all newly subdivided parcels subject to 3 ,'''''''\ '-", the language in the attached ordinance. PROPOSED MOTION: "I move to approve Ordinance 32, Series of 1995." "I move to approve the School District Land Dedication code amendment at first reading." CITY MANAGER COMMENTS: Exhibits: Ordinance 32, Series 1995 "A" Application information "B" Planning staff responses to Code section 24-7-1102 4 - ."""'- . ."""'-. ORDINANCE NO. 32 (SERIES OF 1995) AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ASPEN, COLORADO AMENDING CHAPTER 24 OF THE MUNICIPAL CODE, LAND USE REGULATIONS TO ADOPT SCHOOL LAND DEDICATION STANDARDS BY CREATING A NEW DIVISION OF THE LAND USE CODE SECTION 24-7-1004(C) (5) WHEREAS, section 24-7-1003 of the Municipal Code provides that amendments to Chapter 24 of the Code, to wit, "Land Use RegUlations", shall be reviewed and recommended for approval by the Community Development Director and. then by the Planning and Zoning commission at a public hearing, and then approved, approved with conditions, or disapproved by the City Council at a public hearing; and WHEREAS, in the last 6 years, the Aspen School District has experienced growing student enrollments, as follows: 1990: 1991: 1992: 1993: 1994: 1995: 988 students 1,080 students 1,125 students 1,160 students 1,197 students 1,224 students WHEREAS, the Aspen School District has determined that the capacity of the three schools in the District is as follows: Elementary: Middle: High: Total: 500-550 students 350-500 students 300-400 students 1,150-1,450 students WHEREAS, section 29-20-104 of the Colorado Revised Statutes provides authority to local governments to plan for and regulate the impacts of development on the community and surrounding areas; and WHEREAS, Article XX, section 6, of the Colorado Constitution grants to home rule municipalities the full right to self government in all local and municipal matters; and WHEREAS, Article XI, section 7 of the Colorado Constitution allows any political subdivision of the state to give direct or indirect assistance to any political subdivision as may be authorized by general statute; and WHEREAS, Article XIV, section 18(2) (a) of the Colorado Constitution supports the cooperation or contracting by .or among any of its political subdivisions to provide any function or 1""'\ ,~ facility lawfully authorized to each of the cooperating units, including, without limitation, the sharing of costs, the imposition of taxes, or the increasing of debts; and WHEREAS, C.R.S. sections 29-1-201 and 29-1-203, permit and encourage government entities to make the most efficient and effective use of their powers and responsibilities by cooperating and contracting with other governmental entities to provide any function, service, or facility lawfully authorized to each including the sharing of costs; and WHEREAS, C.R.S. section 22-32-122, grants to school districts the power to contract with a municipality for the performance of any service, activity, or undertaking which any.school district may be authorized by law to perform or undertake; and WHEREAS, C.R.S. section 29-20-106 authorizes home rule municipalities to receive and expend funds from other governmental sources for the purpose of planning for and regulating the use of land; and WHEREAS, the Aspen School District and the City have agreed to define the rights and obligations with respect to the adoption of school land dedication standards as set forth in this ordinance and an intergovernmental agreement appended hereto as Exhibit A; and WHEREAS, the Aspen School District has completed an evaluation of the impacts of new development on the need for land for pUblic schools and has prepared a formula to calculate these impacts; and WHEREAS, the formula used by the Aspen School District to calculate the standards for school land dedication is as follows: Land area provided per student x students generated per dwelling unit = land dedication standard. WHEREAS, the Aspen School District provides 1,039 square feet of land area per student; and WHEREAS, the Aspen School District conducted a survey and determined the following number of students are generated per dwelling unit within the District: dormitory: studiof1 bedroom: 2 bedroom: 3 bedroom: 4 bedroom: 5 bedroom: 0.00 students 0.05 students 0.40 students 0.68 students 1.04 students 1.19 students WHEREAS, calculation of the formula results in the following 2 r-. r-.. land dedication standards: dormitory: studio/1 bedroom: 2 bedroom: 3 bedroom: 4 bedroom: 5 bedroom: .0000 acres (0 sq.ft.) .0012 acres (52 sq. ft.) .0095 acres (416 sq. ft.) .0162 acres (707 sq. ft.) .0248 acres (1,081 sq. ft.) .0284 acres (1,236 sq. ft.) WHEREAS, the Aspen School District submitted an application to the city of Aspen proposing amendments to the Aspen Land Use Regulations which would apply these land dedication standards to new residential subdivisions; and WHEREAS, on Commission held amendments to the June 20, 1995 the Aspen Planning and Zoning a public hearing to consider the proposed Aspen Land Use Regulations. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ASPEN, COLORADO: section 1: That a new section 24-7-1004 C.5 of the Aspen Municipal Code be enacted to read as follows: section 24-7-1004 C.S. School.Land Dedication Standards a. Purpose. The Aspen School District requires land for necessary school functions, which may include, but are not limited to, school buildings, support facilities, open space and recreation areas and housing for employees and their immediate families. The purpose of this Division is to ensure that as development occurs and enrollment in the schools grows, the current level of service provided to students can be maintained. This is accomplished by the adoption of standards for new development to provide land, or cash-in- lieu thereof to the City, for use by the Aspen School District. The standards are based on the number of students the development generates and the current level of service standard within the Aspen School District for land .area provided per student. b. Applicability. School land dedication standards shall be assessed upon all new subdivisions within the city of Aspen which contain residential units. c. Dedication Schedule. 3 ,,-, ~ (1) Land Dedication. School land dedications shall be assessed according to the following schedule: unit Type Land Dedication standard Dormitory studio/One bedroom Two bedroom Three bedroom Four bedroom Five or more bedroom .0000 acres (0 sq.ft.) .0012 acres (52 sq. ft.) .0095 acres (416 sq. ft.) .0162 acres (707 sq. ft.) .0248 acres (1,081 sq. ft.) .0284 acres (1,236 sq. ft.) (2) Cash-in-Lieu Payment. An applicant may make a cash payment in-lieu of dedicating land to the city, or may make a cash payment in combination with a land dedication, to comply with the standards of this section. Because of the cost of subdivided land in the City of Aspen, the School District and Aspen have decided to require payment of a cash-in-lieu amount which is less than the full market value of. the land area. The formula to determine the amount of cash-in-lieu payment for each residential dwelling unit is as follows: Market value of land x applicable land dedication standard x 0.33 = amount of cash payment. For example, for a property having a market land value of $100,000 on which a four bedroom house is proposed, the payment would be: $100,000 x 0.0248 x 0.33 = $818.40 (a) Current Market Value. Current market value means the value of the land at the time of the cash-in- lieu payment, including site improvements such as streets and utilities, but excluding the value of residential dwelling units and other structures on the property. When more than one residential dwelling unit is to be built on a lot, then each unit shall be assigned its proportionate share of the current market value of the lot. (b) Substantiation. Market value may be substantiated by a documented purchase price (if an arms length transaction no more than two years old) or other mutually agreed upon recognized means. (c) Appraisal. In the event the developer and the City fail to agree on market value, such value shall be established by a qualified real estate appraiser acceptable to both parties. The developer shall pay for the appraisal. 4 t"""'o. 1""'\ (3) Mixed Use Developments. When the proposed subdivision contains a mix of residential, commercial, and other uses, the required dedication shall be based on the number of proposed residential units only. d. Procedures for Land Dedication and Cash Payment. (1) Land Dedication. Lands to be dedicated to the City to fulfill the standards of this Division shall be identified on the subdivision plat and shall be dedicated to the city at the time of final plat approval. (a) Acceptance. Acceptance of the lands to be dedicated shall be at the discretion of the Aspen city Council. (b) Criteria. Prior to acceptance, the Council shall consider the comments of the Aspen School District, to determine whether the lands proposed to be dedicated are of adequate size and can be suitably developed for school purposes or whether the lands have the capability of being sold, with the proceeds being used for school purposes. Council shall also consider the probable impacts on neighboring properties of the development of the land for school purposes. When the lands proposed to be dedicated are not adequate or suitable for school purposes and cannot feasibly be sold, the Council shall require a cash payment in-lieu of the land dedication. (2) Cash-in-Lieu Payment. Payment of cash in-lieu of a land dedication shall be made to the city prior to and on a proportional basis to the issuance of . any building permits for the residential dwelling units. e. Use of Land and Use of Funds. (1) Land. All lands dedicated to the city pursuant to this section shall be held by the city for the Aspen School District, until such time as they shall be requested by the School District for school purposes. The Aspen School District shall be responsible for maintenance of said lands in a reasonable manner while they are being held by the city. (2) Funds. All funds collected pursuant to this Division shall be transferred by the building inspector to the finance director. All funds so collected shall be properly identified and promptly deposited in a designated account. Funds withdrawn from this fund shall 5 1""'\ .,-, be used exclusively for the purposes specified herein. (a) city Shall Transfer Funds to School District. Funds collected pursuant to this Division shall be remitted at least monthly to the Aspen School District. The Aspen School District shall deposit said funds into an interest-bearing account authorized by law. The Aspen School District shall be the owners of the funds in the account, but the signature of the chief financial officer of the Aspen School District, or his or her designee, and the signature of the finance director of the city of Aspen, or his or her designee, shall be required for the withdrawal of monies from the account. (b) Administrative Fee. The City shall be entitled to retain two (2) percent of the funds collected to compensate it for its administrative expenses of collecting the fees. Said fees shall be deposited in the City's General Revenue fund to be expended as the city shall determine in its sole discretion. (c) Use of Land or Funds for Housing. If the School District decides that land or funds dedicated pursuant to this Section should be used for housing, then the School District shall place a deed restr iction on those housing units, restr icting their occupancy solely to School District employees and their immediate families. In the event the inventory of housing exceeds the District's needs, the School Board may allow occupancy of the units through the Housing Authority. f. Periodic Review. ln order to ensure that the land dedication standards which are assessed are fair and represent the current level of service provided by the Aspen School District, the dedication. schedule shall be reviewed by the City, together with the School District, and amended as necessary within three (3) years of its effective date and every three (3) years thereafter. Section 2: This Ordinance shall not become effective until January 1, 1996, or upon the date that the intergovernmental agreement approved hereto in Exhibit "A" is executed by the city Manager of the City of Aspen and the President of the Aspen School District 6 ~ f""', ..-, ,~ , Board, whichever date is tater. The City Manager of the City of Aspen is hereby authorized to execute the intergovernmental agreement on behalf of the City of Aspen. section 3: This Ordinance shall not affect any existing litigation and shall not operate as an abatement of any action proceeding now pending under or by virtue of the ordinances repealed or amended as herein provided, and the same shall be conducted and concluded under such prior ordinances, section 4: If any section, subsection, sentence, clause, phrase, or portion of this Ordinance is for any reason held invalid or unconstitutional in a court of competent jurisdiction, such portion shall be deemed a separate, distinct and independent provision and shall not affect the validity of the remaining portions thereof. section 5: A public hearing on this Ordinance shall be held on the day of ____, 1995 in the city Council Chambers, Aspen City Hall, Aspen, Colorado, fifteen (15) days prior to which a hearing of public notice of the same shall be published in a newspaper of general circulation within the City of Aspen. INTRODUCED, READ AND ORDERED PUBLISHED as provided by law, by the City Council of the City of Aspen on the day of , 1995. John Bennett, Mayor 7 t"""\. ~ " ATTEST: Kathryn S. Koch, City Clerk FINALLY, adopted, passed and approved this 1995. day of , John Bennett, Mayor ATTEST: Kathryn S. Koch, City Clerk ord.cc.textamend.school 8 1"""'\ """" ,. .(1)' 4 INTERGOVERNMENTAL AGREEMENT lHIS AGREEMENT, is entered into effective as of the 1st day ofJanuary, 1996, by and between the CITY OF ASPEN, Colorado, a home rule municipality and body politic organized and existing by virtue of the laws of the State of Colorado ("City"), and the ASPEN SCHOOL DISTRICT, a political subdivision of the State of Colorado organized under and existing by virtue of the laws of the State of Colorado ("School District"). WITNESETII WHEREAS, the School District and the City desire to enter into this intergovernmental agreement to define the rights and obligations with respect to Ordinance No.~, Series of 1995, amending Chapter 24 of the Municipal Code to adopt school land dedication standards. NOW, THEREFORE, in consideration of the objectives and policies herein expressed, it is agreed by and between the parties hereto as follows: 1. The parties hereto agree that the school land dedication standards, applicability, dedication schedule, procedures for land dedication and cash payments, and use of land and funds, shall be as set forth in Ordinance No. _ 32 , Series of 1995. 2. The School District shall periodically, but no less than every three (3) years, review the dedication schedule set forth in Ordinance No. ~, Series of 1995, to ensure that the land dedication standards which are assessed are fair and represent the current level of services provided by the School District. 3. The School District shall submit an annual report on or before March 31 to the City Manager describing the School District's expenditure offunds collected from school land dedication during the preceeding calendar year. This report shall include: (1) A review of the assumptions and data upon which the methodology is based, including assessed value, student generation ratios, and land dedication standards. r,. .~ ,. AA r... (2) Alternative revenue sources for funding construction of new school facilities made necessary by new development. (3) Recommendations for modifications to the dedication schedules. (4) To the extent permitted by law, the School District and the City shall each indemnify and hold the other, and their respective officers, employees, and agents, harmless from claims related to the requisition, collection, or administration of Ordinance No...22..... Series of 1995. (5) In the event the City and/or School District are named as defendants in any legal action pertaining or related to Ordinance No...22...., Series of 1995, the following provisions shall apply: a. The City Attorney and Counsel for the School District shall cooperate in the defense of said action and any costs and feed incurred for their services shall be separately borne by the City and School District, respectively, b. In the event the City and the School District, after consultation with the City Attorney and Counsel for the School District, deem it necessary or appropriate to eventually select and jointly employ special counselor expects to assist in the defense of said action, the reasonable attorney's fees, consultant or expert fees, costs, and expenses incurred for said additional joint counsel and experts shall be paid 75 percent by the School District and 25 percent by the City. IN WITNESS WHEREOF, the parties hereto have executed this Agreement which shall be in force and effect the day and year first above written. CITY OF ASPEN By: City Manager ATTEST: 41 .......... t"""-. ATTEST: ~ ASPEN SCHOOL DISTRICT By: 1""'\ ."......., j-'vCA. PUBLIC NOTICE RE: AMENDMENTS TO THE TEXT OF CHAPTER 24, CHAPTER 19 AND CHAPTER 7 OF THE ASPEN MUNICIPAL CODE . NOTICE IS HEREBY GIVEN that a public hearing will be held on Monday, November 27. 1995 at a meeting to begin at 5:00 p.m. before the Aspen City Council. Council ChambeI'S. City Hall, 130 S. Galena St., Aspen, to consider an application submitted by the Aspen School District, requesting enactment of a new Division 8 of Article 5 of Chapter 24 of the Aspen Municipal Code. to be titled "School Land Dedication Standards". For further information, contact Mary Lackner at the AspenlPitkin Community Development Department, 130 S. Galena St., Aspen. CO 920-5106 sI.Tohn Bennett. Mavor Aspen City Council Published in the Aspen Times on November 11, 1995 City of Aspen Account ." ~ ('-' EXHIBIT "A" CALCULATION OF CHANGES IN URBAN INDEX The term "Urban Index" used herein shall refer to the Consumer Price Index - All Urban Consumers (CPI-U), U.S. City Average, All Items (1967 = 100) compiled by the United States Department of Labor, Bureau of Labor statistics. By way of identification, the parties agree that the CPI-U index number for July 1993 = 432.6. If at the time of computation of rental increases as provided below the Urban Index as defined is not then being currently published, the parties shall mutually select a substitute index which has historically approximated the Urban Index as defined. The parties further agree that the methodology they will use for calculating index changes in the Urban Index is that described in the instruction sheet from the Bureau of Labor Statistics, U.S. Department of Labor, which reads as follows: CALCULATING INDEX CHANGES Movements of the indexes from one month to another are usually expressed as percent changes rather than changes in indexpoints, because index point changes are affected by the level of the index in relation to its,base period while percent changes are not. The example in the accompanying box illustrates the computation of index point and percent changes. Percent changes for 3-month and 6-month period are expressed as annual rates and are computed according to the standard formula for compound growth rates. These data indicate what the percent change would be if the current rate were main- tained for a 12-month period. INDEX POINT CHANGE CPI Less previous index Equals index point change 315.5 303.5 12.0 PERCENT CHANGE Index Point difference Divided by the. previous index Equals Results multiplied by one hundred Equals percent change 12.0 303.5 0.040 0.040 x 100 4.0 7 "" .-. MEMORANDUM TO: Mary Lackner, Planning Office FROM: Alan Richman Planning Services M SUBJECT: Proposed Revisions to Ordinance 32, Series of 1.995 DATE: August 1.5, 1.995 Chuck Brandt and I have reviewed the rev~s~ons to Ordinance 32, Series of 1.995 prepared by the City Attorney. As you requested, we are providing you our comments in writing concerning sub-section e. of the Ordinance, "Use of Land and Use of Funds", as follows: 1.. The School District does not support the proposed addition of subsection e. (2) (b), "City Approval Required for Land Purchases". It would require the School District to submit a site plan and construction schedule to the City and obtain approval for them before it could spend any of the money obtained from new development. We have the following concerns with this proposal. a. This provision would be in direct conflict with Colorado Statutes, which provide that the. School Board is not subject to local land use review for school facilities. b. It is not reasonable for the City to be in a review and approval position over School District expenditures which could occur outside of the city limits, be they at the existing campus or other locations. c. Since the term "site plan" has not been defined, it is not even clear to us what type of submission is being suggested (Like a conceptual plan? Submitted to staff or directly to Council? Planning fee required? etc.) 2. The School District believes it is reasonable for the City to recover its costs for administering the dedication fee. Your recent memo to the BOCC recommends a 1.% fee, as this parallels the amount the County currently obtains for collecting school property taxes. We suggest the 1.% value be inserted in sub- section e. (2) (c). 3. There is a minor addition that is needed in sub-section e. (2) (d) . This would IWovide that the deed restriction limit occupancy of the units "solely to employees of the Aspen School District and their immediate families." Please make this addition in both the City and County ordinances. Please let me know if we need to meet to discuss these comments. / ~, .~ ~v,' c.- MEMORANDUM THRU: Mayor and council Amy Margerum, city Manager stan Clauson, Community Development Direct~ TO: THRU: FROM: Mary Lackner, Planner RE: Aspen School District Code Dedication Requirements Series of 1995 Amendment - Establishing Land 2nd Reading Ordinance 32, DATE: August 14, 1995 ----------------------------------------------------------------- ----------------------------------------------------------------- SUMMARY: The Planning Office and Planning and zoning commission recommend approval of the applicant's request. The applicant is seeking a land use code amendment to enact school land dedication standards which would apply to all new subdivisions within the Aspen School District. The city code amendment would require a land dedication requirement for all newly subdivided parcels within the city of Aspen. The applicant has submitted a concurrent application being reviewed by the Pitkin County Board of County Commissioners to enact this legislation within the Aspen and RE-1 school districts, which is anticipated to be approved on August 9, 1995. APPLICANT: Aspen School District. APPLICANT'S REPRESENTATIVE: Alan Richman, Alan Richman Planning Services. PREVIOUS COUNCIL ACTION: None. BACKGROUND: The Aspen School District has been experiencing a steady growth of student enrollment during the past five years. In order to keep up with the increase in student enrollments and to maintain the existing level of service to students in the future, the Aspen School District has submitted a Land Use Code amendment that would enact school land dedication standards within the Aspen School District boundaries within the city of Aspen. The Colorado Revised Statues (C.R.S.) provide for express authority for counties to include provisions in their subdivision regulations to require reservation or dedication of sites and land area for schools, or payment of cash-in-lieu of such reservations or dedications in C.R.S. 30-28-133(4). C.R.S. 29-20-104 also provides additional authority to local governments to regulate the use of land to address the impacts of development. (These citations are noted in the applicant's submission materials in Exhibit "A"). 1"""\ 1"""\ STAFF COMMENTS: Land Use Code amendments are subject to section 24-7-1102 of the Aspen Municipal Code. This provision is addressed in Exhibit "B". Staff has also included additional information regarding the proposed text amendment to assist Council to understand the applicant's request. Existing regulations: Presently the Aspen Municipal Code addresses impacts to schools in annexation, rezoning, conditional uses, and GMQS competition. If a land use application is subject to these provisions of the Code, and to a lesser extent SPA and PUD regulations, a finding can be made that the proposed development has an adverse effect on the school district and mitigation can be required. Williams Ranch was subject to paying the school district approximately $15,000 for school mitigation. It has been the practice of the Planning Office to refer subdivision and GMQS competition applications to the school district for review and comment. On occasion, the Aspen School District has identified a fee, which has been included as a condition of approval. SchoOl enrollment: The application indicates that schoOl enrollment has been increasing at approximately 3% to 8% per year and this increase is seen in the elementary, middle and high school levels. Staff has learned from the District that approximately 20% of student enrollment is out-of-district. These out-of-district students pay a capital use fee of $350 per student per school year, with a maximum payment of $750 per family. The School District is not reimbursed from the other school districts in which these students reside. Therefore, it should be noted that the increase in students within the Aspen School District is not based solely on growth within the boundaries of the District and Aspen, but from growth throughout the Roaring Fork Valley. The Municipal Code presently provides a park development impact fee that assess a fee upon all development that creates additional bedrooms in residential and lodge uses and creates additional commercial or office space. The applicant's proposed amendment does not go as far as the park development impact fee. Existing Mill Levy for the Aspen School District: All properties within the Aspen School District are assessed a 10.671 mill levy property tax that goes to the School District. The following assessed valued properties (taken from the applicant's application examples) would be taxed at approximately this level each year, which accrues directly to the Aspen School District: Assessed Property Value Approximate SchoOl District Tax $600,000 = $6,402 2 r-. r-. $500,000 = $5,335 $175,000 = $1,867 $115,000 = $1,227 $ 75,000 = $ 800 $ 40,000 = $ 426 $ 18,000 = $ 192 proposed Code AIIIendment: The applicant has presented proposed Land Area per Student and Students Generated per Dwelling unit formulas in detail in the application. Staff does not challenge the method or formulas that were used to justify the proposed land dedication requirements. The code amendment proposes a new section to the code and is included in the Exhibit section. SUMMARY: The applicant I s request will only be applied to new residential and mixed use subdivisions. Since the AACP has been adopted, the City and County are encouraging new development to be split 70% affordable housing units to 30% free market dwelling units. Therefore, it can be assumed that in the future the majority of newly subdivided lots will be affordable housing units. These units will not be exempt from this code amendment, however, their valuation will reflect their deed restricted status. The applicant has revised the proposed cap of the valuation of lots at $150,000 since first reading. The new language eliminates the land valuation cap, but adds a formula that requires an applicant to pay only a percentage of the total fee. This is a more equitable approach as everyone paying the fee only pays 33% of the calculated fee. Subsequent to first reading, City Attorney John Worcester recommended additional language to the Ordinance. Subsections (e) (2) (a) - (d) have been amended to clarify the administration of fees collected by the City and distributed to the school district. As a reference, staff has run the school district cash-in-lieu formula on the proposed 12 unit Water Place affordable housing project and as estimated that the fee will be approximately $2,300. Staff had a difficult time determining the lot valuation for these units as the Assessor's Office has yet to establish a list of comparable RO lot values for the City of Aspen. Staff assumed an assessed land value of $35,000 to $60,000 depending on the proposed development to estimate the proposed fee. This should only be used as a general reference. RECOMMENDATION: The Planning and Zoning Commission and staff recommend approval of the Text Amendment to assess a land 3 ,-.., ,-.., dedication requirement on all newly subdivided parcels subject to the language in the attached ordinance. PROPOSED MOTION: "I move to approve Ordinance 32, Series of 1995." CITY MANAGER COMMENTS: Exhibits: Ordinance 32, Series 1995 "A" Application information "B" Planning staff responses to Code section 24-7-1102 4 r-., ,-.. MESSAGE DISPLAY TO Mary Lackner From: John Worcester Postmark: Jun 20,95 3:31 PM Status: Previously read Subject: Reply to: Aspen School Dist Reply text: From John Worcester: Sorry for the delay... We will need to make some formatting changes before it goes to Council, but otherwise it looks ok. The $150,000 cap seems regressive but I don't have an opinion on it. As to affordable housing, I don't frankly know. There is no court decisions on this issue. The section on deed restrictions should follow our standard language on allowing the Housing Authority to review to ensure compliance with their guidelines (for school employees). Preceding message: From Mary Lackner: Besides the comment that we should not have CC approve this until after the BOCC has approved it...do you have any other specific issues? Is the $150,000 land value cap okay? Is the provision that affordable housing sites and units can be obtained through this code amendment? This will be going to CC on 6/26 at first reading. Please let me know your comments by mid-day Tuesday, as this goes to P&Z tuesday evening. Thanks -------========x========------- -, -, ~ PUBLIC NOTICE RE: ASPEN SCHOOL DISTRICT AMENDMENTS TO THE TEXT OF THE CITY OF ASPEN LAND USE CODE REGULATIONS, CHAPTER 24 OF THE ASPEN MUNICIPAL CODE NOTICE IS HEREBY GIVEN that a public hearing will be held on Monday, July 24, 1995 at a meeting to begin at 5:00 p.m. before the Aspen City Council, Council Chambers, city Hall, 130 s. Galena st., Aspen, to consider an application submitted by the Aspen School District, requesting enactment of a new Division 8 of Article 5 of Chapter 24 of the Aspen Municipal Code, to be titled "School Land Dedication Standards". For further information, contact Mary Lackner at the Aspen/Pitkin community Development Department, 130 S. Galena st., Aspen, CO 920-5106 stJohn Bennett. Mavor Aspen City Council Published in the Aspen Times on July 8, 1995 ================--================================================ city of Aspen Account ,-". MEMORANDUM "VI b THRU: Mayor and Council Amy Margerum, City Manager TO: THRU: stan Clauson, community Development Directo~ FROM: Mary Lackner, Planner RE: Aspen School District Code Amendment - Establishing Land Dedication Requirements - 1st Reading DATE: June 26, 1995 ----------------------------------------------------------------- ----------------------------------------------------------------- SUMMARY: The Planning Office and Planning and Zoning Commission recommend approval of the applicant's request. The applicant is seeking a land use code amendment to enact school land dedication standards which would apply to all new subdivisions within the Aspen School District. The city code amendment would require a land dedication requirement for all newly subdivided parcels within the City of Aspen. The applicant has submitted a concurrent application being reviewed by Pitkin County to enact this legislation within the Aspen and RE- I school districts. APPLICANT: Aspen School District. APPLICANT'S REPRESENTATIVE: Alan Richman, Alan Richman Planning Services. PREVIOUS COUNCIL ACTION: None. BACKGROUND: The Aspen School District has been experiencing a steady growth of student enrollment during the past five years. In order to keep up with the increase in student enrollments and to maintain the existing level of service to students in the future, the Aspen School District has submitted a Land Use Code amendment that would enact school land dedication standards within the Aspen School District boundaries within the City of Aspen. The Colorado Revised Statues (C.R.S.) provide for express authority for counties to include provisions in their subdivision regulations to require reservation or dedication of sites and land area for schools, or payment of cash-in-lieu of such reservations or dedications in C.R.S. 30-28-133(4). C.R.S. 29-20-104 also provides additional authority to local governments to regulate the use of land to address the impacts of development. (These citations are noted in the applicant's submission materials in Exhibit f1AfI). STAFF COMMENTS: Land Use Code amendments are subject to section 1"""'\ -- 24-7-1102 of the Aspen Municipal Code. This in Exhibit "B". staff has also included regarding the proposed text amendment understand the applicant's request. provision is addressed additional information to assist Council to Existing regulations: presently the Aspen Municipal Code addresses impacts to schools in annexation, rezoning, conditional uses, and GMQS competition. If a land use application is subject to these provisions of the Code, and to a lesser extent SPA and PUD regUlations, a finding can be made that the proposed development has an adverse effect on the school district and mitigation can be required. Williams Ranch was subject to paying the school district approximately $15,000 for school mitigation. It has been the practice of the Planning Office to refer subdivision and GMQS competition applications to the school district for review and comment. On occasion, the Aspen School District has identified a fee, which has been included as a condition of approval. Sohool enrollment: The application indicates that school enrollment has been increasing at approximately 3% to 8% per year and this increase is seen in the elementary, middle and high school levels. Staff has learned from the District that approximately 20% of student enrollment is out-of-district. These out-of-district students pay a capital use fee of $350 per student per school year, with a maximum payment of $750 per family. The School District is not reimbursed from the other school districts in which these students reside. Therefore, it should be noted that the increase in students within the Aspen School ,District is not based solely on growth within the boundaries of the District and Aspen, but from growth throughout the Roaring Fork Valley. The Municipal Code presently provides a park development impact fee that assess a fee up,on all development that creates additional bedrooms in residential and lodge uses and creates additional commercial or office space. The applicant's proposed amendment does not go as far as the park development impact fee. Existing Mill Levy for the Aspen Sohool Distriot: All properties within the Aspen School District are assessed a 10.671 mill levy property tax that goes to the School District. The following assessed valued properties (taken from the applicant's application examples) would be taxed at approximately this level each year, which accrues directly to the Aspen School District: Assessed Property Value Approximate School District Tax $600,000 = $500,000 = $175,000 = $6,402 $5,335 $1,867 2 r'\. .-., $115,000 = $ 75,000 = $ 40,000 = $ 18,000 = $1,227 $ 800 $ 426 $ 192 proposed Code Amendment: The applicant has presented proposed Land Area per student and students Generated per Dwelling unit formulas in detail in the application. Staff does not challenge the method or formulas that were used to justify the proposed land dedication requirements. The code amendment proposes a new section to the code and is included in the Exhibit section. SUMMARY: The applicant's request will only be applied to new residential and mixed use subdivisions. since the AACP has been adopted, the City and county are encouraging new development to be split 70% affordable housing units to 30% free market dwelling units. Therefore, it can be assumed that in the future the majority of newly subdivided lots will be affordable housing units. These units will not be exempt from this code amendment, however, their valuation will reflect their deed restricted status. staff has some concern that the valuation of lots is proposed to be capped at $150,000, and therefore the property owners with a higher valued property only pay based on a $150,000 valuation. staff will present the average land value of a lot within the city of Aspen at the meeting. This information is presently being obtained from the Assessor's records. City Attorney John Worcester has reviewed the proposed code amendment and believes it is within the City's jurisdiction to adopt this land dedication requirement. RECOMMENDATION: The Planning and Zoning commission and staff recommend approval of the Text Amendment to assess a land dedication requirement on all newly subdivided parcels subject to the language in the attached ordinance. PROPOSED MOTION: "1 move to have first reading of Ordinance .32.., Series of 1995." CITY MANAGER COMMENTS: 3 ,-, 1""'.. Exhibits: ordinance~ series 1995 "A" Application information "B" Planning staff responses to Code section 24-7-1102 4 -. -. ORDINANCE NO. ~ (SERIES OF 1995) AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ASPEN, COLORADO AMENDING CHAPTER 24 OF THE MUNICIPAL CODE, LAND USE REGULATIONS TO ADOPT SCHOOL LAND DEDICATION STANDARDS BY CREATING A NEW DIVISION OF THE LAND USE CODE SECTION 24-7-1004 (C) (5) WHEREAS, Section 24-7-1003 of the Municipal Code provides that amendments to Chapter 24 of the Code, to wit, "Land Use Regulations", shall be reviewed and recommended for approval by the Planning Director and then by the Planning and Zoning commission at a pUblic hearing, and then approved, approved with conditions, or disapproved by the city Council at a public hearing; and WHEREAS, in the last 5 years, the Aspen School District has experienced growing student enrollments, as follows: 1990: 1991: 1992: 1993: 1994: 988 students 1,080 students 1,125 students 1,160 students 1,197 students WHEREAS, the Aspen School District has determined that the capacity of the three schools in the District is as follows: Elementary: Middle: High: Total: 500-550 students 350-500 students 300-400 students 1,150-1,450 students WHEREAS, Section 29-20-104 (f) of the Colorado Revised Statutes provides authority to local governments to plan for and regulate the impacts of development on the community and surrounding areas; and WHEREAS, the Aspen School District has completed an evaluation of the impacts of new development on the need for land for pUblic schools and has prepared a formula to calculate these impacts; and WHEREAS, the formula used by the Aspen School District to calculate the standards for school land dedication is as follows: Land area provided per student x students generated per dwelling unit = land dedication standard. WHEREAS, the Aspen School District provides 1,039 square feet of land area per student; and WHEREAS, the Aspen School District conducted a survey and !~ ,-, determined the following number of students are generated per dwelling unit within the District: studio/1 bedroom: 2 bedroom: 3 bedroom: 4 bedroom: 5 bedroom: 0.05 students 0.40 students 0.68 students 1.04 students 1.19 students WHEREAS, calculation of the formula results in the following land dedication standards: studio/1 bedroom: 2 bedroom: 3 bedroom: 4 bedroom: 5 bedroom: .0012 acres (52 sq. ft.) .0095 acres (416 sq. ft.) .0162 acres (707 sq. ft.) .0248 acres (1,081 sq. ft.) .0284 acres (1,236 sq. ft.) WHEREAS, the Aspen School District submitted an application to the city of Aspen proposing amendments to the Aspen Land Use Regulations which would apply these land dedication standards to new residential subdivisions; and WHEREAS, on Commission held amendments to the June 20, 1995 the Aspen Planning and Zoning a public hearing to consider the proposed Aspen Land Use Regulations. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ASPEN, COLORADO: section 1: That a new section 24-7-1004 C.5 of the Aspen Municipal Code be enacted to read as follows: Section 24-7-1004 C.S. School Land Dedication Standards a. Purpose. The Aspen School District requires land for necessary school functions, which may include, but are not limited to, school buildings, support facilities, open space and recreation areas and housing for employees. The purpose of this Division is to ensure that as development occurs and enrollment in the schools grows, the current level of service provided to students can be maintained. This is accomplished by the adoption of standards for new development to provide land, or cash-in-lieu thereof to the City, for use by the Aspen School District. The standards are based on the number of students the development generates and the current level of service standard within the Aspen School District for land 2 """ .""'" area provided per student. b. Applicability. School land dedication standards shall be assessed upon all new subdivisions within the City of Aspen which contain residential units. c. Dedication Schedule. (1) Land Dedication. School land dedications shall be assessed according to the following schedule: unit Type Land Dedication Standard Studio/One bedroom Two bedroom Three bedroom Four bedroom Five or more bedroom .0012 acres (52 sq. ft.) .0095 acres (416 sq. ft.) .0162 acres (707 sq. ft.) .0248 acres (1,081 sq. ft.) .0284 acres (1,236 sq. ft.) (2) Cash-in-Lieu Payment. An applicant may make a cash payment instead of dedicating land to the city in order to fulfill the standards of this Section. The amount of the cash-in-lieu payment shall be calculated by multiplying the area of the land required to be dedicated by the current market value of the land to be subdivided. (a) Current Market Value. Current market value means the value of the land at the time of the cash-in- lieu payment, including site improvements such as streets and utilities, but excluding the value of residential dwelling units and other structures on the property. (b) Substantiation. Market value may be substantiated by a documented purchase price (if an arms length transaction no more than two years old) or other mutually agreed upon recognized means. (c) Appraisal. In the event the developer and the city fail to agree on market value, such value shall be established by a qualified real estate appraiser acceptable to both parties. The developer shall pay for the appraisal. (e) Maximum Land Value Per Unit. The other provisions of this section notwithstanding, in no case shall the land value used to calculate the amount of the cash-in-lieu payment exceed $150,000 per dwelling unit. (3) Mixed Use Developments. When the proposed subdivision contains a mix of residential, commercial, and other 3 ~-\ .~ uses, the required dedication shall be based on the number of proposed residential units only. d. Procedures for Land Dedication and Cash Payment. (1) Land Dedication. Lands to be dedicated to the city to fulfill the standards of this Division shall be identified on the subdivision plat and shall be dedicated to the city at the time of final plat approval. (a) Acceptance. Acceptance of the lands to be dedicated shall be at the discretion of the Aspen City Council. (b) criteria. Prior to acceptance, the Council shall consider the comments of the Aspen School District, to determine whether the lands proposed to be dedicated are of adequate size and can be suitably developed for school purposes or whether the lands have the capability of being sold, with the proceeds being used for school purposes. The Board shall also consider the probable impacts on neighboring properties of the development of the land for school purposes. When the lands proposed to be dedicated are not adequate or sui table for school purposes and cannot feasibly be sold, the Council shall require a cash payment in-lieu of the land dedication. (2) Cash-in-Lieu payment. Payment of cash in-lieu of a land dedication shall be made to the City prior to and on a proportional basis to the issuance of any building permits for the residential dwelling units. The formula to determine a cash-in-lieu payment is as follows: Market value of standard per unit cash payment. land x applicable land dedication x number of units proposed = amount of For example, for a property having a market land value of $100,000 on which one four bedroom house is proposed, the payment would be: $100,000 x 0.248 x 1 = $2,480. e. Use of Land and Use of Funds. (1) Land. All lands dedicated to the City pursuant to this Section shall be held by the City for the Aspen School District, until such time as they shall be requested by the School District for school purposes. The Aspen 4 ,,-,. ,-, School District shall be responsible for maintenance of said lands in a reasonable manner while they are being held by the City. (2) Funds. All funds collected pursuant to this Division shall be transferred by the building inspector to the finance director, for deposit in a designated interest bearing account. (a) City Shall Hold Funds. The city shall hold the funds until such time as they shall be requested by the Aspen School District for the acquisition of land for school purposes, or for other capital outlays or growth-related planning functions for education purposes, at which time they shall be released to the Aspen School District. (b) Deed Restriction. A deed restriction shall be placed on any land acquired by the School District for housing, restricting occupancy of the units solely to employees of the Aspen School District. f. Periodic Review. In order to ensure that the land dedication standards which are assessed are fair and represent the current level of service provided by the Aspen School District, the dedication schedule shall be reviewed by the city, together with the School District, and amended as necessary within three (3) years of its effective date and every three (3) years thereafter. section 2: This Ordinance shall not affect any existing litigation and shall not operate as an abatement of any action proceeding now pending under or by virtue of the ordinances repealed or amended as herein provided, and the same shall be conducted and concluded under such prior ordinances. Section 3: If any section, subsection, sentence, clause, phrase, or portion of this Ordinance is for any reason held invalid or unconstitutional in a court of competent jurisdiction, such portion 5 .-.,. ,-, shall be deemed a separate, distinct and independent provision and shall not affect the validity of the remaining portions thereof. Section 4: A pUblic hearing on this Ordinance shall be held on the day of ____, 1995 in the City Council Chambers, Aspen city Hall, Aspen, Colorado, fifteen (15) days prior to which a hearing of public notice of the same shall be published in a newspaper of general circulation within the City of Aspen. INTRODUCED, READ AND ORDERED PUBLISHED as provided by law, by the city Council of the City of Aspen on the day of 1995. John Bennett, Mayor ATTEST: Kathryn S. Koch, City Clerk FINALLY, adopted, passed and approved this 1995. day of John Bennett, Mayor ATTEST: Kathryn S. Koch, City Clerk 6 .. .-' ~. ,-, f MEMORANDUM TO: Aspen Planning and Zoning commission FROM: Mary Lackner, Planner RE: Aspen School District Code Amendment - Establishing Land Dedication Requirements DATE: June 20, 1995 ================================================================= SUMMARY: The applicant is seeking a land use code amendment to enact school land dedication standards which would apply to all new subdivisions within the Aspen School District. The city code amendment would require a land dedication requirement for all newly subdivided parcels within the City of Aspen. The applicant has submitted a concurrent application being reviewed by Pitkin County to enact this legislation within the Aspen and RE- 1 school districts. APPLICANT: Aspen School District. APPLICANT'S REPRESENTATIVE: Alan Richman, Alan Richman Planning Services. BACKGROUND: The Aspen School District has been experiencing a steady growth of student enrollment during the past five years. In order to keep up with the increase in student enrollments and to maintain the existing level of service to students in the future, the Aspen School District has submitted a Land Use Code amendment that would enact school land dedication standards within the Aspen School District boundaries within the City of Aspen. The Colorado Revised Statues (C.R.S.) provide for express authority for counties to include provisions in their subdivision regulations to require reservation or dedication of sites and land area for schools, or payment of cash-in-lieu of such reservations or dedications in C.R.S. 30-28-133(4). C.R.S. 29-20-104 also provides additional authority to local governments to regulate the use of land to address the impacts of development. (These citations are noted in the applicant's submission materials in Exhibit "A"). STAFF COMMENTS: Land Use Code amendments are subject to section 24-7-1102 of the Aspen Municipal Code. This provision requires the Commission and Council to consider the following: A. Whether the proposed amendment is in conflict with any applicable portions of this chapter. ~ Response: Staff does not find the proposed amendment to be an conflict with any other portions of this chapter. 1""\ ,-, B. Whether the proposed with all elements Comprehensive Plan. amendment is consistent of the Aspen Area Response: The Aspen Area Community Plan does not address the school district nor their future facilities. C. Whether the proposed amendment is compatible with surrounding zone districts and land uses, considering existing land use and neighborhood characteristics. Response: The proposed amendment will be applicable to all newly created parcels throughout the city. It would be almost impossible for a new subdivision to be of a significant size that would require a portion of the property to be dedicated as a school site. There could be some cases when a new subdivision would warrant the need to dedicate land for affordable housing for school employees. All new subdivisions, with the exception of lot splits, would be reviewed by the Planning commission and City Council along with the proposed dedication to the school district to determine if a land dedication would be appropriate in each situation. D. The effect of the proposed amendment on traffic generation and road safety. Response: This proposed legislation does not effect traffic generation or road safety. E. Whether and the extent to which the proposed amendment would result in demands on public facilities, and whether and the extent to which the proposed amendment would exceed the capacity of such public facilities, including but not limited to transportation facilities, sewage facilities, water supply, parks, drainage, schoOls, and emergency medical facilities. Response: The proposed amendment is designed to require new subdivision developers to pay a share of their impact on the local school system. Staff believes the applicant is addressing this provision of the Code as it codifies a school land dedication requirement for all new subdivisions. F. Whether and the extent to which the proposed amendment would result in significantlY adverse impacts on the natural environment. Response: It is not anticipated that the proposed code amendm~nt will have any impact on the natural environment. 2 ~ -- : G. Whether the proposed amendment is consistent and compatible with the community character in the City of Aspen. Response: Staff does not relate this code amendment to community character and does not believe this criteria is applicable. H. Whether there have been affecting the subject surrounding neighborhood proposed amendment. changed conditions parcel or the which support the Response: This code amendment does not relate to any specific parcel or neighborhood. It will be applicable to all new subdivisions within the City of Aspen. I. Whether the proposed amendment would be in conflict with the public interest, and is in harmony with the purpose and intent of this chapter. Response: This amendment is not in conflict with the public interest or the City of Aspen Municipal Code. EXISTING REGULATIONS: Presently the Land Use Code addresses impacts to schools in annexation, rezoning, conditional uses, and GMQS competition. If a land use application is subject to these provisions of the code, and to a lesser extent SPA and PUD regulations, a finding can be made that the proposed development has an adverse effect on the school district and mitigation can be required. Williams Ranch was subject to paying the school district approximately $15,000 for school mitigation. It has been the practice of the Planning Office to refer subdivision and GMQS competition applications to the school district for review and comment. On occasion, the Aspen School District has identified a fee, which has been included as a condition of approval. The application indicates that school enrollment has been increasing at approximately 3% to 8% per year and this increase is seen in the elementary, middle and high school levels. Staff has learned from the District that approximately 20% of student enrollment is out-of-district. These out-of-district students pay a capital use fee of $350 per student per school year,with a maximum payment of $750 per family. The School District is not reimbursed from the other school districts in which these students reside. Therefore, it should be noted that the increase in students within the Aspen School District is not based solelySon growth within the boundaries of the District and Aspen, but from growth throughout the Roaring Fork valley. 3 .""""'. .~ The Municipal Code presently provides a park development impact fee that assess a fee upon all development that creates additional bedrooms in residential and lodge uses and creates additional commercial or office space. The applicant's proposed amendment does not go as far as the park development impact fee. Existing Mill Levy for the Aspen School District: All properties within the Aspen School District are assessed a 10.671 mill levy property tax that goes to the School District. The following assessed valued properties (taken from the applicant's application examples) would be taxed at approximately this level each year, which accrues directly to the Aspen School District: Assessed Property Value Approximate School District Tax $600,000 = $500,000 = $175,000 = $115,000 = $ 75,000 = $ 40,000 = $ 18,000 = $6,402 $5,335 $1,867 $1,227 $ 800 $ 426 $ 192 proposed Code Amendment: The applicant has presented proposed Land Area per Student and Students Generated per Dwelling unit formulas in detail in the application. Staff does not challenge the method or formulas that were used to justify the proposed land dedication requirements. The code amendment proposes a new section to the code and is proposed as follows: Section 24-7-1004 C.S. School Land Dedication Standards a. purpose. The Aspen School District requires land for necessary school functions, which may include, but are not limited to, school buildings, support facilities, open space and recreation areas and housing for employees. The purpose of this Division is to ensure that as development occurs and enrollment in the schools grows, the current level of service provided to students can be maintained. This is accomplished by the adoption of standards for new development to provide land, or cash-in-lieu thereof to the City, for use by the Aspen School District. The standards are based on the number of students the development generates and the current level of service standard within the Aspen School District for land area provided per student. " b. Applicability. School land dedication standards shall be assessed upon all new subdivisions within the City of Aspen 4 ,-" ^ which contain residential units. c. Dedication Schedule. (1) Land Dedication. School land dedications shall be assessed according to the following schedule: unit Type Land Dedication Standard studi%ne bedroom Two bedroom Three bedroom Four bedroom Five or more bedroom .0012 acres (52 sq. ft.) .0095 acres (416 sq. ft.) .0162 acres (707 sq. ft.) .0248 acres (1,081 sq. ft.) .0284 acres (1,236 sq. ft.) (2) Cash-in-Lieu Payment. An applicant may make a cash payment instead of dedicating land to the City in order to fulfill the standards of this section. The amount of the cash-in-lieu payment shall be calculated by multiplying the area of the land required to be dedicated by the current market value of the land to be subdivided. (a) Current Market Value. Current market value means the value of the land at the time of the cash-in- lieu payment, including site improvements such as streets and utilities, but excluding the value of residential dwelling units and other structures on the property. . (b) Substantiation. Market value may be substantiated by a documented purchase price (if an arms length transaction no more than two years old) or other mutually agreed upon recognized means. (c) Appraisal. In the event the developer and the County fail to agree on market value, such value shall be established by a qualified real estate appraiser acceptable to both parties. The developer shall pay for the appraisal. (e) Maximum Land Value Per unit. The other provisions of this section notwithstanding, in no case shall the land value used to calculate the amount of the cash-in-lieu payment exceed $150,000 per dwelling unit. (3) Mixed Use Developments. When the proposed subdivision contains a mix of residential, commercial, and other uses, the required dedication shall be based on the number of proposed residential units only. · d. Procedures for Land Dedication and Cash Payment. 5 ^ :~, (1) Land Dedication. Lands to be dedicated to the City to fulfill the standards of this Division shall be identified on the subdivision plat and shall be dedicated to the City at the time of final plat approval. (a) Acceptance. Acceptance of the shall be at the discretion Council. lands to be dedicated of the Aspen City (b) criteria. Prior to acceptance, the Council shall consider the comments of the Aspen School District, to determine whether the lands proposed to be dedicated are of adequate size and can be suitably developed for school purposes or whether the lands have the capability of being sold, with the proceeds being used for school purposes. The Board shall also consider the probable impacts on neighboring properties of the development of the land for school purposes. When the lands proposed to be dedicated are not adequate or suitable for school purposes and cannot feasibly be sold, the Council shall require a cash payment in-lieu of the land dedication. (2) Cash-in-Lieu Payment. payment of cash in-lieu of a land dedication shall be made to the City prior to and on a proportional basis to the issuance of any building permits for the residential dwelling units. The formula to determine a cash-in-lieu payment is as follows: Market value of standard per unit cash payment. land x applicable land dedication x number of units proposed = amount of For example, for a property having a market land value of $100,000 on which one four bedroom house is proposed, the payment would be: $100,000 x 0.248 x 1 = $2,480. e. Use of Land and Use of Funds. (1) Land. All lands dedicated to the City pursuant to this Section shall be held by the City for the Aspen School District, until such time as they shall be requested by the School District for school purposes. The Aspen School District shall be responsible for maintenance of said lands in a reasonable manner while they are beIng held by the City. 6 1""'" I""', (2) Funds. All funds collected pursuant to this Division shall be transferred by the building inspector to the finance director, for deposit in a designated interest bearing account. (a) City Shall Hold Funds. The City shall hold the funds until such time as they shall be requested by the Aspen School District for the acquisition of land for school purposes, or for other capital outlays or growth-related planning functions for education purposes, at which time they shall be released to the Aspen School District. (b) Deed Restriction. A deed restriction shall be placed on any land acquired by the School District for housing, restricting occupancy of the units solely to employees of the Aspen School District. f. Periodic Review. In order to ensure that the land dedication standards which are assessed are fair and represent the current level of service provided by the Aspen School District, the dedication schedule shall be reviewed by the City, together with the School District, and amended as necessary within three (3) years of its effective date and every three (3) years thereafter. SUMMARY: The applicant I s request will only be applied to new residential and mixed use subdivisions. Since the AACP has been adopted, the City and County are encouraging new development to be split 70% affordable housing units to 30% free market dwelling units. Therefore, it can be assumed that in the future the majority of newly subdivided lots will be affordable housing units. These units will not be exempt from this code amendment, however, their valuation will reflect their deed restricted status. Staff has some concern that the valuation of lots is proposed to be capped at $150,000, and therefore the property owners with a higher valued property only pay based on a $150,000 valuation. staff will present the average land value of a lot within the City of Aspen at the meeting. This information is presently being obtained from the Assessor's records. City Attorney John Worcester has reviewed the proposed code amendment and believes it is within the City's jurisdiction to adopt this land dedication requirement. RECOMMENDATION: The Planning Office recommends that the Planning and Zoning Commission recommend approval of the applicant's code amendment. 7 1"""'. ,-, Exhibits "A" - Application "B" - Proposed Ordinance 4r 8 I"""- I"""- Exhibit B PROPOSED ORDINANCE 'OF THE ASPEN CITY COUNCIL ADOPTING SCHOOL LAND DEDICATION STANDARDS WHEREAS, in the last 5 years, the Aspen School District has experienced growing student enrollments, as follows: 1990: 1991: 1992: 1993: 1994: 988 students 1,080 students 1,125 students 1,160 students 1,197 students ( WHEREAS, the Aspen School District has determined that the capacity of the three schools in the District is as follows: Elementary: Middle: High: Total: 500-550 students 350-500 students 300-400 students 1,150-1,450 students WHEREAS, Section 29-20-104 (f) of the Colorado Revised Statutes provides authority to local governments to plan for and regulate the impacts of development on the community and surrounding areas. WHEREAS, the Aspen School District has completed an evaluation of the impacts of new development on the need for land for public schools and has prepared a formula to calculate these impacts. WHEREAS, the formula used by the Aspen School District to calculate the standards for school land dedication is as follows: Land area provided per student x students generated per dwelling unit = land dedication standard. WHEREAS, the Aspen School District provides 1,039 square feet of land area per student. WHEREAS, the Aspen School District conducted determined the following number of students are dwelling unit within the District: studio/1 bedroom: 2 bedroom: 3 bedroom: 4 bedroom: 5 bedroom: a survey and generated per 0.05 students 0.40 students 0.68 students 1.04 students 1.19 students WHEREAS, calculation of the formula results in the following land dedication standards: studio/1 bedroom: 2 bedroom: 3 bedroom: 4 bedroom: .. .0012 acres (52 sq. ft.) .0095 acres (416 sq. ft.) .0162 acres (707 sq. ft.) .0248 acres (1,081 sq. ft.) ,1"""1. 1"""1 5 bedroom: .0284 acres (1,236 sq. ft.) WHEREAS, the Aspen School District submitted an application to the City of Aspen proposing amendments to the Aspen Land Use Regulations which would apply these land dedication standards to new residential subdivisions. WHEREAS, on June 20, 1995 the Aspen Planning and Zoning Commission held a public hearing to consider the proposed amendments to the Aspen Land Use Regulations. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF ASPEN, COLORADO: That a new Section 24-7-1004 C.5 of the Aspen Municipal Code be enacted to read as follows: section 24-7-1004 0..5. School Land Dedication Standards a. Purpose. The Aspen School District requires land for necessary school functions, which may include, but are not limited to, school buildings, support facilities, open space and recreation areas and housing for employees. The purpose of this Division is to ensure that as development occurs and enrollment in the schools grows, the current level of service provided to students can be maintained. This is accomplished by the adoption of standards for new development to provide land, or cash-in-lieu thereof to the City, for use by the Aspen School District. The standards are based on the number of students the development generates and the current level of service standard within the Aspen School District for land area provided per student. b. Applicability. School land dedication standards shall be assessed upon all new subdivisions within the city of Aspen which contain residential units. c. Dedication Schedule. , (1) Land Dedication. School land dedications shall be assessed according to the following schedule: Unit Type StUdi%ne bedroom Two bedroom Three bedroom Four bedroom Five or more bedroom Land Dedication Standard .0012 acres (52 sq. ft.) .0095 acres (416 sq. ft.) .0162 acres (707 sq. ft.) .0248 acres (1,081 sq. ft.) .0284 acres (1,236 sq. ft.) " (2) cash-in-Lieu Payment. An applicant may make a cash payment instead of dedicating land to the City in order to fulfill the standards of this section. The amount of the cash-in-lieu payment shall be calculated by r--, .1"'"\ multiplying the area of the land required to be dedicated by the current market value of the land to be subdivided. (a) current Market Value. Current market value means the value of the land at the time of the cash-in- lieu payment, including site improvements such as streets and utilities, but excluding the value of residential dwelling units and other structures on the property. (b) Substantiation. Market value may be substantiated by a documented purchase price (if an arms length transaction no more than two years old) or other mutually agreed upon recognized means. (c) Appraisal. In the event the developer and the county fail to agree on market value, such value shall be established by a qualified real estate appraiser acceptable to both parties. The developer shall pay for the appraisal. (e) Maximum Land Value Per Unit. The other provisions of this section notwithstanding, in no case shall the land value used to calculate the amount of the cash-in-lieu payment exceed $150,000 per dwelling unit. (3) Mixed Use Developments. When the proposed subdivision contains a mix of residential, commercial, and other uses, the required dedication shall be based on the number of proposed residential units only. d. Procedures for Land Dedication and Cash Payment. (1) Land Dedication. Lands to be dedicated to the city to fulfill the standards of this Division shall be identified on the subdivision plat and shall be dedicated to the City at the time of final plat approval. (a) Acceptance. Acceptance of the lands to be dedicated shall be at the discretion of the Aspen city council. (b) Criteria. Prior to acceptance, the Council shall consider the comments of the Aspen School District, to determine whether the lands proposed to be dedicated are of adequate size and can be suitably developed for school purposes or whether the lands have the capability of being sold, with the proceeds being used for school purposes. The Board s~ll also consider the probable impacts on neighboring properties of the development of the land for school purposes. When the lands proposed to be dedicated are not adequate or suitable for school purposes and ,I"'; I"'; cannot feasibly be sold, the Council shall require a cash payment in-lieu of the land dedication. (2) Cash-in-Lieu Payment. Payment of cash in-lieu of a land dedication shall be made to the City prior to and on a proportional basis to the issuance of any building permits for the residential dwelling units. The formula to determine a cash-in-lieu payment is as follows: Market value of standard per unit cash payment. land x applicable land dedication x number of units proposed = amount of For example, for a property having a market land value of $100,000 on which one four bedroom house is proposed, the payment would be: $100,000 x 0.248 x 1 = $2,480. e. Use of Land and Use of Funds. (1) Land. All lands dedicated to the City pursuant to this Section shall be held by the City for the Aspen School District, until such time as they shall be requested by the School District for school purposes. The. Aspen School District shall be responsible for maintenance of said lands in a reasonable manner while they are being held by the city. (2) Funds. All funds collected pursuant to this Division shall be transferred by the building inspector to the finance 'director, for deposit in a designated interest bearing account. (a) city Shall Hold Funds. The City shall hold the funds until such time as they shall be requested by the, Aspen School District for the acquisition of land for school purposes, or for other capital outlays or growth-related planning functions for education purposes, at which time they shall be released to the Aspen School District. (b) Deed Restriction. A deed restriction shall be placed on any land acquired by the School District for housing, restricting occupancy of the units solely to employees of the Aspen School District. f. Periodic Review. In order to ensure that the land dedicat~on standards which are assessed are fair and represent the current level of service provided by the Aspen School District, the dedication schedule shall be reviewed by the City, together with the School District, and amended as -"-,:"""-,-,-"":":.,-"",,,,^,,,,,,.,- r-.. .,-.., . necessary within three (3) years of its effective date and every three (3) years thereafter. " 1""". ,.-, MESSAGE DISPLAY TO Mary Lackner From: John Worcester Postmark: May 01,95 11:51 AM Status: Previously read Subject: Forwarded: School dedication fee ---------------------------------------------------------------------------~-- Comments: From John Worcester: I almost forgot. I still don't know if a school dedication fee is legal. TWO courts in the last year have indicated that the state legislature has preempted all school financing and countys can't impose a school impact fee to boost that financing. I'm still trying to run down these cases to see what application they have. Message: From John Worcester: The only comment is at the very end. city should hold land or cash only as long as the City wants to and not necessarily until the School District asks for it. city shouldn't be required to account for the money. It might be easier simply to turn it over to them as we get it. -------========x========------- ~. ~ ASPEN/PITKIN COMMUNITY DEVELOPMENT DEPARTMENT 130 South Galena Street Aspen, Colorado 81611 Phone 920-5090 FAX 920-5439 MEMORANDUM TO: FROM: City AttoOley I f>~IL~ lX{'h Mary Lackner, Planner Aspen School District Text Amendments Parcel ID No. RE: DATE: April 11, 1995 Attached for YOUT review and comments is an application submitted by the Aspen School District. Please return your comments to me no later than April 28 Thank you. i"""". 1""\ ASPEN/PITKIN COMMUNITY DEVELOPMENT DEPARTMENT 130 S. Galena Street Aspen, Colorado 81611 (303) 920-5090 FAX# (303) 920-5439 April 6, 1995 Alan Richman Box 3613 Aspen, CO 81612 Re: Aspen School District Code Amendments Case A36-95 & P44-95 Dear Alan, The Community Development Department has completed its preliminary review of the captioned application. We have determined that this application is complete. We have scheduled this application for review by the Aspen Planning and Zoning Commission at a Public Hearing to be held on Tuesday, May 16, 1995 at a meeting to begin at 4:30 p,m. 1st Reading before the Aspen City Council is scheduled on Monday, June 12, 1995 at a meeting to begin at 5:00 p.m. Second Reading and Public Hearing will be on July 10, 1995. This application has been scheduled for review by the Pitkin County Planning and Zoning Commission on Tuesday, May 2, 1995 at a meeting to begin at 4:00 p.m. 1st Reading before the Board of County Commissioners is scheduled on Wednesday, June 14, 1995 at a meeting to begin at 5:00 P.M. Second Reading and Public Hearing will be on July 12, 1995. Should these dates be inconvenient for you please contact me within 3 working days of the date of this letter. After that the agenda dates will be considered final and changes to the schedule or tabling of the application will only be allowed for unavoidable technical problems. The Friday before the meeting dates, we will call to inform you that a copy of the memo pertaining to the application is available at the Community Development Department. If you have any questions, please call Mary Lackner the planner assigned to your case, at 920- 5106. Sincerely, )i4j-"iV-. Suzanne L. Wolff Administrative Assistant apz.ph I"'- --.. -lJJ.. PUBLIC NOTICE RE: ASPEN SCHOOL DISTRICT AMENDMENTS TO THE TEXT OF THE CITY OF ASPEN LAND USE CODE REGULATIONS, CHAPTER 24 OF THE ASPEN MUNICIPAL CODE NOTICE IS HEREBY GIVEN that a public hearing will be held on Tuesday, May 16, 1995 at a meeting to begin at 4:30 p.m. before the Aspen Planning and Zoning Commission, 2nd Floor Meeting Room, City Hall, 130 S. Galena st., Aspen, to.. consider an application submitted by the Aspen School District/requesting enactment of a new Division 8 of Article 5 of Chapter 24 of the Aspen Municipal Code, to be titled "School Land Dedication Standards". For further information, contact Mary Lackner at the Aspen/Pitkin community Development Department, 130 S. Galena st., Aspen, CO 920-5106 s/Bruce Kerr. Chairman Aspen Planning and Zoning commission Published in the Aspen Times on April 29, 1995 ----------------------------------------------------------------- ----------------------------------------------------------------- City of Aspen Account ,~ ~ ASPEN School District . ^ March 14, 1995 Mr. Stan Clauson, City Planning Director Ms. Suzanne Konchan, County Planning Director AspenlPitkin County Community Development Department 130 So. Galena St. Aspen, CO 81611 RE: CODE AMENDMENT ENACTING SCHOOL LAND DEDICATION STANDARDS Dear Stan and Suzanne: I hereby authorize Alan Richman Planning Services to represent the Aspen School District with regard to proposed amendments to the Aspen and Pitkin County land use codes to enact . school land dedication standards, Alan Richman is authorized to act on our behalf with respect to all matters pertaining to the submission and processing of this development application and to represent us in meetings with City and County of Aspen staff, the City and County planning commissions. the Aspen City Council and the Board of County Commissioners, Should you have any need to contact us during the course of your review of this application, please do so through Alan's office. His address and phone number are contained in our accompanying letter of application, Thank you for your assistance with this project. Sincerely. ;:- +~ Tom Farrell Superintendent /vd 0235 High School Road . Aspen. Colorado 81611 303/925-3460 . Fax 303/925-5721 A) YO/OM X' ,00'1'5' )t I x~n-;; /5'(.,,75 IZf)4fs - ~> ~O,f)OV X . OltpZ )( Ix: 3" ~ lit, 7, 3'D , ~ .- C) ~OrDOD l!;. ,0'24'3 ](, ( X '<1 =- 4q /. 04 ' - - D) &qooo x .D24€ x I x. 13"" 1ql,04 ~) 35',000 X'. 0015 X S x:,:n -=- 32. q. i tp ~J .<fO,ODo ;K .ooQ5" x f )I:,3J ;:: /rsAo F) -1 ?S;OOO "fi . 6OQ)?< 4- l(,j] c::.. 43'~.~o } / /---~ / '1 in \ $ 1-7- Cf/ ----'^~-