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HomeMy WebLinkAbout2025-020 Hunter and Cole Ranch Financial Impact AnalysisJan. 10, 2025 Report No. 2025-020 INFORMAL STAFF REPORT TO MAYOR AND CITY COUNCIL SUBJECT: Provide information regarding a recently completed update to the original Hunter and Cole Ranch developments Fiscal Impact Analysis (FIA). EXECUTIVE SUMMARY: City staff worked with a consultant to update the Fiscal Impact Analysis (FIA) for the Hunter and Cole Ranch developments. The updated study shows that the developments still have an overall net positive fiscal impact for the City of Denton. However, there are some changes compared to the original study (Attachments 1 & 2). Overall, the net impact to the City is positive. BACKGROUND: During the initial assessment of the Hunter and Cole Ranch Developments, City staff hired TischlerBise to conduct a FIA to determine the long-term financial impacts of the developments and ensure an equitable arrangement in the future project and operating agreements with both developers. The original FIA was conducted in 2020 to calculate the net fiscal impact of the proposed Hunter/Cole Ranch development to the City’s General Operating and Debt Service Funds, the Roadway Impact Fee Fund, and the Street Improvement Fund. Additionally, they examined the fiscal impact to the City’s Utility Funds to provide the City with cost and revenue projections for use in its own rate analyses. When the Hunter Ranch development came forward to requests amendments to the operating and project agreements in 2024, staff took the opportunity to engage TischlerBise to update the study based on current development assumptions, costs, and levels of service. This study was completed in September 2024. METHODOLOGY: The study used a case study-marginal methodology to forecast the future fiscal impact of the Hunter and Cole Ranch developments. This process involved evaluating the City’s current costs per unit of service (e.g., cost per resident for police services) and applying these rates to projected service demands from the development. Similarly, current City revenues per unit (e.g., property tax revenue per $100 of assessed value) were used to estimate future revenue generation. By comparing projected costs and revenues, the study determined the net fiscal impact on the City's General Fund, Special Revenue Funds, and Utility Funds. This analysis is based on current service levels and costs which does not account for any future changes in costs, fees, or changes in level of service. KEY FINDINGS: City-Wide Impact The updated fiscal impact study shows the Hunter and Cole Ranch developments still show to be a net positive fiscal impact to the City of Denton. The net impact to the City will vary with time, however, we are confident that this impact will be positive over the 40 years of this study. It is important to keep in mind that individual funds listed in the study will have varying impact over time. This is due to the timing of capital outlays, changes in impact fee rates and utility rates, and inflationary factors. Capital outlays made in relationship to this study benefit the entirety of the utility systems. These outlays are needed to continue the continuity of the utility systems and address Jan. 10, 2025 Report No. 2025-020 growth and increased demand City-wide. In this study, these impacts are reviewed as a part of these projects only, however, they benefit the entire system. The table below describes the overall impact city-wide over a 40-year study timeframe. Key Differences It should be noted that this evaluation considers the follow factors: • No inflationary factors are included. As mentioned by TishlerBise, “The rate of inflation is assumed to be zero throughout the projection period, and cost and revenue projections are in constant 2024 dollars. This assumption is in accord with current budget data and avoids the difficulty of forecasting as well as interpreting results expressed in inflated dollars. In general, including inflation is complicated and unpredictable. This is particularly the case given that some costs, such as salaries, increase at different rates than other operating and capital costs such as contractual and building construction costs. These costs, in turn, almost always increase in variation to the appreciation of real estate. Using constant 2024 dollars reinforces the snapshot approach and avoids these problems.” • No Retail or Commercial Utility Rate increases to align with no inflationary increases. o As noted by TishlerBise,  “In practice, utility funds are self-sufficient; the City of Denton adjusts rates in order to cover the actual cost of service while also generating a Return on Investment (“ROI”) as identified from time to time in targeted municipal policies. The City of Denton is in the process of conducting rate analyses in order to forecast the timing and extent to which utility rates may need to be adjusted to fund potential growth-related capacity expansion projects. Jan. 10, 2025 Report No. 2025-020 The Utility Fund analysis included in this report presents the fiscal impact of the development to the City’s utility funds, assuming no rate adjustments, per direction from the City’s Finance Department. Costs are therefore projected based solely on the increase in customers and usage for each utility; revenues are projected based on the current cost of water, wastewater, solid waste, and electric service per the appropriate demand factor (e.g., water produced).” City utility and impact fee rates will be evaluated over the projected 40-year time span and adjusted as necessary and within policy limitations. CONCLUSION: The updated study offers valuable insight, showing that the Hunter and Cole Ranch developments continue to provide a net positive impact to the City. It is important to remember that this study reflects a specific point in time and there are opportunities to shape the net fiscal impact in the future (i.e. the current Water and Wastewater Impact Fee Study). City staff will be proactive in monitoring these funds to ensure costs are covered and guarantee the long-term financial stability and health of these resources. ATTACHMENTS: 1. Update FIA Report 2. Original FIA Report STAFF CONTACT: Charlie Rosendahl Business Services Manager Charlie.Rosendahl@cityofdenton.com (940) 349-8452 REQUESTOR: Staff Initiated STAFF TIME TO COMPLETE REPORT: 2 hours PARTICIPATING DEPARTMENTS: Finance and Development Services Departments Fiscal Impact Analysis of Hunter and Cole Ranch Development s Fiscal Impact Analysis Report City of Denton, Texas Prepared for: The City of Denton September 23, 2024 4701 Sangamore Road, Suite S240 Bethesda, MD 301.320.6900 www.tischlerbise.com Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX i [PAGE INTENTIONALLY LEFT BLANK] Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX ii TABLE OF CONTENTS I. Executive Summary ....................................................................................................................... 1 Development Program .................................................................................................................. 2 Summary of Fiscal Impact Results ................................................................................................. 3 General Fund and Special Revenue Funds .................................................................................. 3 Utility Funds .............................................................................................................................. 7 Overall Results .........................................................................................................................14 Key Findings & Conclusions ..........................................................................................................15 General, Debt Service, and Special Revenue Funds ...................................................................15 Utility Funds .............................................................................................................................16 II. Major Assumptions & Methodologies ..........................................................................................17 Overview of Methodology ...........................................................................................................17 General Approach ....................................................................................................................17 Key Assumptions ..........................................................................................................................19 Fiscal Year 2024 Budget ............................................................................................................19 Variable versus Fixed Costs and Revenues ................................................................................20 Levels of Service .......................................................................................................................20 Inflation Rate ...........................................................................................................................20 Enterprise Funds ......................................................................................................................21 Non-Fiscal Evaluations ..............................................................................................................21 Development Program .................................................................................................................22 III. Fiscal I mpact Analysis Results .....................................................................................................24 General and Special Revenue Funds .............................................................................................25 Annual Net Fiscal Impacts ........................................................................................................25 Capital Impacts ........................................................................................................................28 Cumulative Net Fiscal Impacts ..................................................................................................30 Utility Funds ................................................................................................................................31 Cumulative Fiscal Impact for Utility Funds ................................................................................31 Net Annual Fiscal Impact for Utility Funds ................................................................................33 Key Findings & Conclusions ..........................................................................................................37 Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX iii General, Debt Service, and Special Revenue Funds ...................................................................37 Utility Funds .............................................................................................................................38 Overall Results .........................................................................................................................38 IV. Revenue and Expenditure Detail .................................................................................................39 Revenue Methodologies ..............................................................................................................39 General Fund Revenues ............................................................................................................39 General Debt Service Fund .......................................................................................................45 Special Revenue Funds .............................................................................................................45 Utility Funds .............................................................................................................................47 Revenue Outputs .........................................................................................................................51 Revenue Projections .................................................................................................................51 Operating Expenditure Methodologies ........................................................................................53 General and Special Revenue Funds .........................................................................................53 Utility Fund Operating Expenditures .........................................................................................56 Capital Expenditure Methodologies .............................................................................................57 General Government Facilities .................................................................................................57 Parks and Recreation ................................................................................................................58 Transportation .........................................................................................................................58 Police .......................................................................................................................................58 Fire and EMS ............................................................................................................................59 Library......................................................................................................................................59 Public Works ............................................................................................................................59 Expenditure Outputs ....................................................................................................................60 Operating and Capital Expenditure Projections ........................................................................60 Appendix A. Demographic & Data Assumptions ...............................................................................62 Base Year Demographic Estimates ................................................................................................62 Population and Job Factors .......................................................................................................63 Vehicle Trips ................................................................................................................................63 Residential Vehicle Trips ...........................................................................................................63 Nonresidential Vehicle Trips .....................................................................................................64 Base Year Vehicle Trip Totals .....................................................................................................65 Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX iv Functional Population ..................................................................................................................66 Police Calls for Service .................................................................................................................67 Fire Calls for Service.....................................................................................................................68 Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX i Table of Figures Figure 1. Development Scenario ....................................................................................................... 2 Figure 2. Annual Net Fiscal Impact 2024 -2064 (Non-Utility) .............................................................. 3 Figure 3. Summary of 40 -Year Cumulative Fiscal Impacts to City of Denton ....................................... 4 Figure 4. Annual Operating & Capital Expenditures Compared to Revenues (Non -Utility) .................. 4 Figure 5. Capital Facilities and Expenditure Inventory (General, Special, and Debt Service Funds) ..... 6 Figure 6. Cumulative 40 -Year Net Fiscal Impact by Utility Fund (1,000s) ............................................ 8 Figure 7. Capital Facilities and Expenditure Inventory (Utility Funds) ................................................ 9 Figure 8. Water Fund Operating & Capital Expenses Compared to Revenues ....................................10 Figure 9. Wastewater Fund Operating & Capital Expenses Compared to Revenues ...........................11 Figure 10. Solid Waste Fund Operating & Capital Expenses Compared to Revenues .........................12 Figure 11. Electric Fund Operating & Capital Expenses Compared to Revenue .................................13 Figure 12. Operating and Capital Expenditures Compared to Revenues for All Funds Combined .......14 Figure 13. Development Scenario ....................................................................................................22 Figure 14. Annual Net Fiscal Impact 2 024-2064 (Non-Utility) ...........................................................26 Figure 15. Annual Operating & Capital Expenditures Compared to Revenues (Non-Utility) ...............27 Figure 16. Capital Facilities and Expenditure Inventory (General, Special, and Debt Service Funds) ..29 Figure 17. Summary of 40 -Year Cumulative Fiscal Impacts to City of Denton ....................................30 Figure 18. Cumulative Revenues and Expenditures: General and Debt Service Funds .......................30 Figure 19. Cumulative 40 -Year Net Fiscal Impact by Utility Fund (1,000s) .........................................31 Figure 20. Capital Facilities and Expenditure Inventory (Utility Funds) .............................................32 Figure 21. Water Fund Operating & Capital Expenses Compared to Revenues ..................................33 Figure 22. Wastewater Fund Operating & Capital Expenses Compared to Revenues .........................34 Figure 23. Solid Waste Fund Operating & Capital Expenses Compared to Revenues .........................35 Figure 24. Electric Fund Operating & Capital Expenses Compared to Revenue .................................36 Figure 25. Operating and Capital Expenditures Compared to Revenues for All Funds Combined .......38 Figure 26. General Fund Revenues ...................................................................................................40 Figure 27. Sales Tax per Square Foot ................................................................................................42 Figure 28. Assessed Value by Land Use Type ....................................................................................43 Figure 29. General Debt Service Fund ..............................................................................................45 Figure 30. Street Improvement Fund ...............................................................................................46 Figure 31. Roadway Impact Fee Assumptions ...................................................................................46 Figure 32. Utility Fund Revenue Projection Methodology ................................................................47 Figure 33. Water and Wastewater Billing Assumptions .....................................................................48 Figure 34. Water and Wastewater Impact Fee Assumptions .............................................................49 Figure 35. Utility Fund Revenue Projection Methodology ................................................................50 Figure 36. Solid Waste Fund Revenue Projection Methodology ........................................................50 Figure 37. 40-Year Revenue Totals for all Non -Utility Funds ..............................................................51 Figure 38. 40-Year Revenue Totals and Annual Averages for Utility Funds (x$1,000s) .......................52 Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX ii Figure 39. General and Special Revenue Operating Expenditures Approach .....................................54 Figure 40. City Maintained Parks and Recreation Facilities for Operating Expense Projections .........55 Figure 41. Utility Funds Operating Expenditures Approach ..............................................................56 Figure 42. Operating Expenditure Projections ..................................................................................60 Figure 43. Summary of Non -Utility Capital Costs ..............................................................................61 Figure 44. Summary of Utility Fund Capital Costs .............................................................................61 Figure 45. Base Year Input Data .......................................................................................................62 Figure 46. Trip Adjustment Factor for C ommuters ............................................................................64 Figure 47. Trip Generation Factors ...................................................................................................64 Figure 48. Vehicle Trips ....................................................................................................................65 Figure 49. City of Denton Functional Population ..............................................................................66 Figure 50. Police Service Call Demand Factors .................................................................................67 Figure 51. Fire Department Demand Factors ....................................................................................68 Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 1 I . EXECUTIVE SUMMARY The purpose of this Fiscal Impact Analysis (“FIA”) is to provide information to the City of Denton related to the fiscal impact of the proposed Hunter Ranch and Cole Ranch Municipal Management Districts (“Hunter/Cole MMD” or “Hunter/Cole Ranch”). An FIA determines whether revenues generated by development are sufficient to cover the costs resulting from that development — specifically, those costs associated with maintaining current levels of service given the additional service and facility demands that growth places on a jurisdiction . The City of Denton has been in discussions with Hillwood and Stratford Land (“the developers” or “development team”) regarding the development of Hunter Ranch and Cole Ranch on a 6,340-acre area to the Southwest of the city’s downtown since 2008. In February 2019 the City passed a resolution of support for the formation and operation of the Hunter Ranch and Cole Ranch Municipal Management Districts. Municipal Management Districts (“MMDs”) are special tax assessment districts and political subdivisions of the State of Texas. MMDs may levy taxes and issue bonds in order to provide the infra structure needed to serve raw land development. As development progresses, the Management District can then provide supplemental services and improvements . As an MMD, it also has the authority and revenue raising tools to self -fund a portion of the improve ment projects needed to serve the development proposed as well as some of the ongoing expenses associated with maintaining those improvements. TischlerBise conducted an FIA in 2020 for the Hunter/Cole Ranch development. TischlerBise’s assignment in 2020 was to calculate the net fiscal impact of the proposed Hunter/Cole Ranch development to the City ’s general operating and debt service funds , the Roadway Impact Fee Fund, and the Street Improvement Fund. Additionally, we examined the fiscal impact to the Ci ty’s Utility Funds to provide the City with cost and revenue projections for use in its own rate analys es. Updates to the operating agreement and costs have occurred since the original study and the City of Denton has requested an update to the FIA. This document reflects the updated FIA for 2024 and describes the approach and methodology, presents findings from the analysis , and discusses their significance. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 2 D EVELOPMENT P ROGRAM The Hunter Ranch and Cole Ranch developments propose a mix of uses and industries across 6,340 acres of undeveloped land. The City of Denton provided TischlerBise with the developers’ baseline build-out scenario for residential units and commercial and ind ustrial acreage. Estimates were derived for the other key indicators from federal and local governmental sources. Figure 1 below presents the development scenario for Hu nter/Cole Ranch in cumulative 10 -year increments. Figure 1 . Development Scenario De ve lopment Scenario Summary Cumulative Growth: 2 0 2 4 -2064, 10-year Increme nts City of Denton, Texas - Hunte r/Cole Ranch FIA EXISTING Year 10 Ye ar 20 Ye ar 30 Year 4 0 BUILDOUT 2 0 2 4 2034 2044 2 0 5 4 2064 at 2064 POPULATION 154 ,3 8 9 11,6 0 0 40,800 5 5,805 5 5 ,8 0 5 210,194 % g rowth from existing 8%26%3 6%3 6 %36% RESIDENTIAL LOTS NA 3,6 0 0 9,600 1 3,000 1 3 ,0 0 0 SINGLE FAMILY 40 ,0 7 4 3,0 0 0 9,000 1 2,400 1 2 ,4 0 0 52,474 MULTIFAMILY 25 ,3 4 5 8 0 0 4,800 6,450 6 ,4 5 0 31,795 TOTAL UNITS 65 ,4 1 9 3,8 0 0 13,800 1 8,850 1 8 ,8 5 0 84,269 % g rowth from existing 6%21%2 9%2 9 %29% NONRESIDENTIAL ACRES NA 7 1 486 741 7 4 1 RETAIL SF 8,283 ,9 4 8 137,2 1 4 1,692,306 2 ,9 5 7,724 2,95 7 ,7 2 4 11,241,672 OFFICE SF 4,179 ,5 0 0 137,2 1 4 1,692,306 2 ,9 5 7,724 2,95 7 ,7 2 4 7,137,224 INDUSTRIAL SF 9,533 ,3 7 6 585,4 4 6 2,536,934 3 ,1 2 2,381 3,12 2 ,3 8 1 12,655,757 INSTIT SF 7,037 ,9 7 5 0 0 0 0 7,037,975 TOTAL NR DEVELOPM ENT (SF)29,034 ,7 9 9 859,8 7 4 5,921,546 9 ,0 3 7,829 9,03 7 ,8 2 9 38,072,628 % g rowth from existing 3%20%3 1%3 1 %31% RETAIL JOBS 17 ,5 8 8 2 9 1 3,593 6,280 6 ,2 8 0 23,868 OFFICE/INSTITUTIONAL J OBS 35 ,7 8 5 4 2 2 4,160 6,978 6 ,9 7 8 42,763 INDUSTRIAL JOBS 11 ,0 3 4 6 7 8 2,936 3,614 3 ,6 1 4 14,648 TOTAL JOBS 64 ,4 0 7 1,3 9 1 10,689 1 6,871 1 6 ,8 7 1 81,278 % g rowth from existing 2%17%2 6%2 6 %26% S ource: City of Denton; Hillwood Communities; U.S . Census 2018-2022 American Community Survey; I nstitute of Transportation Engineers; TischlerBise Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 3 S UMMARY OF F ISCAL I MPACT R ESULTS GENERAL FUND AND SPECIAL REVENUE FUNDS The fiscal impacts of growth are shown below in the following figures. Net fiscal results are revenues minus costs in each year , reflecting operating and capital costs for all services modeled . Data points above the $0 line represent annual surpluses; poin ts below the $0 line represent annual deficits. Surpluses in any one year are not carried forward to the next year. Figure 2 . Annual Net Fiscal Impact 2024-2064 (Non-Utility) Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 4 The cumulative totals shown below reflect total rev enues and expenditures over the 40 -year time frame. As shown, there is a cumulative positive fiscal impact for the funds analyzed , with the exception of the Roadway Impact Fee Fun d where deficits are generated . The analysis projects roadway impact fee revenues based on current i mpact fee rates; costs are projected separately based on the projected increase in transportation demand . Figure 3 . Summary of 40 -Year Cumulative Fiscal Impacts to City of Denton For further detail, operating and capital impacts are separated in the following figure. Figure 4 . Annual Operating & Capital Expenditures Compared to Revenues (Non-Utility) Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 5 As a development-finance tool, Municipal Management Districts allow private property owners to access low-interest financing for public infrastructure projects. The development team and the City of Denton have identified improvement projects required to serve the Hunter/Cole Ranch Master Planned Community that will be financed by the MMD or the developer. The table below inventories the infrastructure projects and other capital investments triggered by the proposed development of Hunter/Cole Ranch. Capital costs are categorized as either “City Funded” or “MMD/Developer Funded.” Only those projects required to maintain current levels of service are identified here —planned investments in private amenities for the exclusive use of Hunter/Cole Ranch MMD residents are excluded from this analysis and from the list below. Non-utility capital projects and costs are allocated to the City of Denton and the MMD/Developer in the detailed capital project inventory depicted in Figure 5 on the following page. The methodology underlying these projections and cost assumptions is discussed in detail in the Revenue and Expenditure Methodology Chapter of the report. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 6 Figure 5 . Capital Facilities and Expenditure Inventory (General, Special, and Debt Service Funds) Non-Utility Capital Facilitie s and Allocation of Costs ($1,000 s) Fiscal Impact Analysis - De nton, TX DEPARTMENT - Facility Quantity Total Square Footage, Acres, Lane Miles Total City of De nton MMD / De veloper Parks and Recreation1 Recreati on Center Buildi ng [Sq. Ft.]1 32 ,00 0 $17,855 $17,855 $0 Ci ty Park: Developer Provided (104 acres ttl) [Ac res]2 10 4 $9,459 $0 $9,459 Nei ghborhood Parks (5 acres ea.) [Ac res]4 2 0 $3,650 $0 $3,650 Poc ket Parks (.5 acres ea) / Dog Parks (2 acres ea)32 1 9 $6,675 $0 $6,675 Regional Trai ls [Miles]na 23.0 $16,391 $0 $16,391 Communi ty Trai ls [Mi les]na 35.0 $13,841 $0 $13,841 Amenity Centers//DEVELOPER 4 na $40,000 $0 $40,000 Other Amenities//DEVELOPER [porti on rei mb.]na na $80,818 $0 $80,818 Parks & Rec Department - Vehic les 22 na $2,221 $2,221 $0 Total Parks & Re cre ation $190,910 $20,076 $170,835 Fle et & Facilitie s M anagement West Side Service Center2 1 18 ,77 4 $6,383 $5,858 $525 Facili ti es Management-Storage 1 109 ,93 7 $27,484 $27,484 $0 Total Fle e t and Facilities Management $33,867 $33,342 $525 General Government - Admi nistrative Space na 30 ,18 1 $13,582 $13,582 $0 General Government - Vehicles 38 na $1,330 $1,330 $0 Total Ge neral Gove rnment $14,912 $14,912 $0 On-Si te Roadway Proj ects3 na 14 9 $241,158 $0 $241,158 Off-Si te Roadway Proj ects4 na 8 4 $100,024 $89,363 $10,661 Streets - Vehi cl es 136 na $8,116 $8,116 $0 Total Transportation $349,298 $97,478 $251,819 Pol ice - Substation 1 44 ,70 0 $20,115 $20,115 $0 Pol ice - Patrol Vehic les 99 na $5,268 $5,268 $0 Pol ice - Other Vehicles and Equi pment 36 na $241 $241 $0 Total Police $25,625 $25,625 $0 Fi re - Fire Station5 2 18 ,37 6 $10,180 $0 $10,180 Fi re - Fire Engines / Trucks 27 na $17,450 $17,450 $0 Fi re - Vehi cl es / Equi pment 19 na $1,035 $1,035 $0 Total Fire $28,665 $18,485 $10,180 Li brary 1 28 ,30 0 $17,095 $17,095 $0 Total Library $17,095 $17,095 $0 345 ve hic les / 24 lane mile s TOTAL 6 $660,372 $2 27,012 $433,359 ^ Reflects the direct capital cost and not debt serv ice costs. 1. Dev eloper contributions updated June 2024 per revised estimates prov ided by City of Denton; City contributions projected per F iscal I mpact Analy sis. No additional park acres bey ond those identified as being prov ided by Hunter and Cole Developments per the City of Denton are modeled or assumed. 3. City of Denton, Hunter and Cole Developments projected on-site road improv ements. 4. City of Denton, Hunter and Cole Developments projected off-site road improvements, City and developer/M M D cost share. 6. Cost estimates represent the initial purchase and, for v ehicles and equipment, replacement costs. 5. Two Fire Stations for Hunter and Cole Developments are assumed to be built by dev eloper (contribution estimated at $10.0 million plus $180,000 for land total). Square footage is estimated based on current City average cost per square foot for fire stations ($554). General Government Library Police Transportation Fire and EMS 2. Square footage derived by the fiscal model based on demand from Hunter and Cole dev elopments; cost based on current cost from City of Denton; dev eloper contribution information provided by City of Denton. Capital Costs ($1,000s)^ Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 7 UTILITY FUNDS Utility Funds were included in our analysis at the request of the City of Denton to evaluate whether the income generated from new customers and users would cover the costs required to provide service to the MMD while maintaining existing levels of service throughout the city. CUMULATIVE FISCAL IMPACT FOR UTILITY FUNDS As depicted in the figure below, the net fiscal impact of the MMD is negative for all utility funds except the Electric Fund as shown in Figure 6. All City utility costs (operating and capital) and revenues (based on current rates and fees) are reflected. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 8 Figure 6 . Cumulative 40 -Year Net Fiscal Impact by Utility Fund (1,000s) Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 9 Figure 7 summarizes the water, wastewater, and drainage utility infrastructure investment triggered by Hunter/Cole Ranch. Capital costs are categorized as City of Denton (COD) Cost, Developer Cost, or Developer Reimbursement. COD Cost is included throughout this analysis under City costs. Developer Cost and Developer Reimbursement are excluded from the findings as they are assumed to implemented by the developer or reimbursed from MMD funds. Figure 7 . Capital Facilities and Expenditure Inventory (Utility Funds) The methodology and approach utilized to arrive at the capital cost projections is detailed in the Revenue and Expenditure Detail chapter of this report. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 10 NET ANNUAL FISCAL IMPACT FOR UTILITY FUNDS The annual net fiscal impact on the utility funds is presented in the figures that follow. Water Fund Water Fund expenditures are expected to exceed revenues throughout the study-period, specifically for capital improvements, as depicted in Figure 8 below. Note that the spikes depicted in Water Fund revenues are the result of impact fees. The analysis reflects City utility collections and expenditures and does not include developer contributions or expenditures. Figure 8 . Water Fund Operating & Capital Expenses Compared to Re venues The capital expenditures included in this analysis are City expenditures directly attributable to demand from Hunter/Cole. These projects are debt financed. Water impact fee revenue is assumed over the projection period, which is generally insuff icient to cover the capital expenditures projected. ($5,000) $0 $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 $45,000 202420262028203020322034203620382040204220442046204820502052205420562058206020622064ThousandsWATER FUND ANNUAL OPERATING & CAPITAL EXPENDITURE SUMMARY HUNTER/COLE RANCH FISCAL IMPACT ANALYSIS Operati ng Expen dit ures Capi tal Ex pendi tures Revenues Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 11 Wastewater Fund Wastewater Fund revenues are not expected to meet or exceed operating and capital expenditures over the course of the development, as depicted in Figure 9 below. Figure 9 . Wastewater Fund Operating & Capital Expenses Compared to Revenues The spikes in the revenue line represent impact fee payments. New development in the MMD is modeled to be completed by year 29 , at which point impact fee revenues cease. Although the timing of impact fee payments does not directly correspond with capital costs, revenues accrued in year s where impact fees exceed capital expenses do not cover deficits in other years. The capital expenditures included in this analysis represent planned Wastewater Fund capital infrastructure projects required to serve Hunter/Cole Ranch and reflect City reve nues and expenditures only. ($10,000) $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 202420262028203020322034203620382040204220442046204820502052205420562058206020622064ThousandsWASTEWATER FUND ANNUAL OPERATING & CAPITAL EXPENDITURE SUMMARY HUNTER/COLE RANCH FISCAL IMPACT ANALYSIS Operati ng Expen dit ures Capi tal Ex pendi tures Rev enues Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 12 Solid Waste Fund As depicted in the figure below, Hunter/Cole Ranch is projected to generate net deficits to the City of Denton’s Solid Waste Fund. Operating Capital expenses reflect average costs based on City CIP projects ap plied to demand from Hunter/Cole Ranch. Results reflect City revenues and expenditures only. Figure 10. Solid Waste Fund Operating & Capital Expenses Compared to Revenues ($2,000) $0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,000 $16,000 202420262028203020322034203620382040204220442046204820502052205420562058206020622064ThousandsSOLID WASTE FUND ANNUAL OPERATING & CAPITAL EXPENDITURE SUMMARY HUNTER/COLE RANCH FISCAL IMPACT ANALYSIS Operati ng Expen dit ures Capi tal Ex pendi tur es Revenues Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 13 Electric Fund Electric revenues and expenses associated with Hunter Cole were provided by the City of Denton and are illustrated in terms of revenues relative to capital and operating expenditures in the figure below. Revenues are projected to exceed expenditures for ea ch year of the study period. Figure 11. Electric Fund Operating & Capital Expenses Compared to Revenue $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 202420262028203020322034203620382040204220442046204820502052205420562058206020622064ThousandsELECTRIC FUND ANNUAL OPERATING & CAPITAL EXPENDITURE SUMMARY HUNTER/COLE RANCH FISCAL IMPACT ANALYSIS Operati ng Expen dit ures Capi tal Ex pendi tur es Rev enues Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 14 OVERALL RESULTS Per direction from City of Denton staff, the figure below compares annual revenues to annual operating and capital expenditures for the funds analyzed, including utility funds. Note that under current City policy, utility fund revenues are restricted and cannot be used toward any other fund’s activities. Figure 12. Operating and Capit al Expenditures Compared to Revenues for All Funds Combined ($50,000) $0 $50,000 $100,000 $150,000 $200,000 $250,000 202420262028203020322034203620382040204220442046204820502052205420562058206020622064ThousandsANNUAL OPERATING & CAPITAL EXPENDITURES COMPARED TO REVENUES (UTILITIES INCLUDED) HUNTER/COLE RANCH FISCAL IMPACT SUMMARY Operati ng Expen dit ures Capi tal Ex pendi tur es Rev enues Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 15 K EY F INDINGS & C ONCLUSIONS The following conclusions can be drawn from the FIA results presented in this report: GENERAL , DEBT SERVICE , AND SPECIAL REVENUE FUND S • The proposed Hunter/Cole Ranch development is projected to have a net cumulative positive fiscal impact on the City over the 40-year study period. The net positive impacts are driven primarily by sales and property tax revenue from development. • It should be noted that, on average, the resulting annual net positive impact to the General Fund and Debt Service Fund is approximately $18.0 million, which reflects 5.6 percent of the City of Denton’s Fiscal Year 2024 operating budget. • The Street Improvement Fund is funded through franchise fees from utility fund revenue surpluses (as well as non -growth-related revenues). The Street Improvement Fund’s projected cumulative surplus is partially attributable to the fact that utility fund revenues will increase as a result of Hunter/Cole Ranch. Another reason for the surplus is that although the additional roadways added to the City of Denton’s lane mile inventory increase Street Improvement Fund operating and capital outlay costs, major capital expenditures are generally accounted for in other funds. o Note that the increases in franchise fee revenue could be allocated to another fund at the City’s discretion. As discussed previously, this analysis assumed that the 10 -year policy of transferring excess franchise fee rev enue to the Street Improvement Fund would continue throughout the 40 -year study period. • Demand for fire services will trigger the need to expand two fire stations, which is assumed to be funded by the developer/MMD. The estimated contribution from the dev eloper is used to derive a fire station size, at the latest City cost per square feet for fire station construction. The resulting size per station may be smaller than the City desires, therefore additional costs may be incurred by the City. • Although the projected growth in revenue is relatively significant, the City should continue to plan and be prepared to expand both its facilities and operational capacity —the Hunter/Cole Ranch development is projected to be fiscally balanced in the sense that it is p rojected to produce enough revenue to cover its costs, but it will not be self -contained. Growth in population, vehicle trips, and police and fire calls, for instance, is projected to increase average annual operating expenditures to the City by approximat ely $26 million per year. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 16 • Overall, Hunter/Cole Ranch is projected to generate sufficient revenue to cover both the capital and operating costs associated with meeting the additional demand it will place on City services. UTILITY FUNDS • Water and Wastewater Fund revenues are insufficient to cover operating and capital expenditures throughout the 40 -year study period. Water and Wastewater impact fee revenue is insufficient to cover the development’s share of water and wastewater capital co sts. • Impact fee revenue is a function of the City of Denton’s current fee schedule and projected development—current rates are insufficient to cover City Water and Wastewater capital needs. • Overall, the cumulative fiscal impact on all utility funds is pr ojected to be negative. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 17 II. MAJOR ASSUMPTIONS & METHODOLOGIES O VERVIEW OF M ETHODOLOGY An FIA determines whether revenues generated by new development are sufficient to cover the costs resulting from that development—specifically, those costs associated with maintaining current levels of service given the additional service and facility demands that growth places on a jurisdiction. Levels of Service (“LOS”) reflect public services and infrastructure as currently funded and are typically expressed as a cost per demand unit. For example, maintenance of parks would be expressed as a cost per acre of parks to maintain. For the City of Denton, we analyzed the fiscal impact of the proposed Hunter/Cole Ranch development based on current citywide levels of service and any known infrastructure or service needs. GENERAL APPROACH The Fiscal Impact Analysis for the City of Denton incorporates the case study-marginal cost approach wherever possible. The case study-marginal methodology is the most realistic method for evaluating fiscal impacts. Unique demographic or other characteristics of new development are accounted for, as well as the extent to which a particular infrastructure or service operates under, over, or close to capacity. Available facility capacity determines the need for additional capital facilities and associated operating costs. Certain costs are impacted by general growth, regardless of location; these are projected using a marginal/average cost hybrid methodology that incorporates capacity and thresholds for staffing, but projects non-salary operating costs using an average cost approach. Some costs and revenues are not expected to be impacted by growth and are therefore considered fixed in this analysis. The levels of service and cost assumptions used in this analysis are based on TischlerBise’s previous FIA for Hunter/Cole along with discussions with City of Denton staff, input from the development team, and a detailed analysis of the City of Denton FY23-24 Adopted Budget and Capital Improvements Programs; staff reports, other relevant financial and planning documents. Additionally, our national experience conducting over 1,000 fiscal impact analyses was beneficial. The assumptions outlined in this report are utilized along with the growth projections to calculate the potential fiscal impacts to the City of Denton of the Hunter/Cole Ranch Development over a 40-year time frame. Only citywide impacts are included in this report—for instance, onsite private amenities are excluded from the analysis. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 18 To summarize, our methodological approach included the following steps. 1. Existing demand base and cost and revenue factors such as current population, housing units, employment, and nonresidential square footage were established.1 2. Current Levels of Service were identified. 3. The growth scenario to be analyzed was defined. 4. General assumptions regarding the allocation of capital projects and maintenance responsibilities to the developer versus the City of Denton were established.2 5. The fiscal impact model was designed to account the assumptions established in Steps 1-4. The results presented in this report were calculated using a customized fiscal impact model designed specifically by TischlerBise for this assignment. 1 These are detailed in Appendix A. 2 Through the MMD structure, the development team will finance a portion of the infrastructure required to maintain current levels of service; the MMD will also be responsible for the operations and maintenance of some facilities that would otherwise be publicly owned and maintained. Likewise, certain infrastructure projects funded by Hunter/Cole MMD will, upon completion, transfer to the City of Denton; for instance, with the exception of private roads, the City will ultimately be responsible f or roadway maintenance (excluding right -of-way landscaping) for the majority of MMD funded lane miles. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 19 K EY A SSUMPTIONS FISCAL YEAR 2024 BUDGET The Fiscal Year 2024 Budget is used to represent a “snapshot” of the City’s current costs and levels of service. The “snapshot” approach does not attempt to speculate about how services or costs will change over time or whether current levels of service are sufficient or insufficient. Instead, it evaluates the cost implications to the City as it conducts business under the FY2024 budget. The following exceptions and assumptions should be noted: ▪ Ad Valorem Property Tax Rate: The FY2024 tax rate of 0.560682 was utilized to project tax revenues. The General Fund portion is 0.354780, and the General Debt Service Obligation Fund portion is 0.205902 . ▪ Franchise Fees : The City collects franchise fees from utility funds —specifically, the Water Fund, Wastewater Fund , Solid Waste Fund, and Electric Fund —among other smaller funds such as gas and cable, in an amount equal to 5 percent of gross annual revenues. FY 2024 was the third year of a 10-year policy to transfer all franchise fee revenue in excess of the FY2016 dollar amount to the Streets Improvement Fund, rather than directly to the General Fund. This analysis assumes that this policy remains intact throughout the study period. ▪ Revenue Surpluses and Tax Rates : Positive fiscal impacts are represented as revenue surpluses; as a Fiscal Impact Study, this analysis holds all tax rates constant throughout the 40-year term. In reality, the City of Denton will budget based according to its priorities and policies, and surpluses could translate into a potential decrease in the applicable tax rate, whereas deficits may lead to an increase in that rate. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 20 VARIABLE VERSUS FIXED COSTS AND REVENUES Costs and revenues that are directly attributable to Hunter/Cole Ranch are included in the fiscal analysis of the development. In all cases, some costs and revenues are not impacted by demographic changes and are assumed to be “fixed.” To determine fixed variables, TischlerBise interviewed City staff and reviewed the FY2024 budget and available supporting documentation. Examples of budget items modeled as “fixed,” or non-growth related, include: ▪ Staffing for certain leadership positions; this varies by department, but in many cases, the position of Director is held fixed as the staffing structure does not require or support multiple department heads. ▪ One -time costs for services unrelated to growth and development. ▪ Revenue sources that are not growth -related. LEVELS OF SERVICE The cost projections are based on a “snapshot approach” in which it is assumed the current level of service, as funded in the City budget and as provided in current capital facilities, will continue through the 40 -year analysis period. The 2024 existing demand base data was used to calculate unit costs and service level thresholds. Examples of demand base data inc lude population, dwelling units, employment by industry, vehicle trips, etc . The “snapshot” approach does not attempt to speculate about how levels of service or cost factors will change over time. Instead, it evaluates the implications of development to t he City as conducted under the FY 2024 budget and informed by discussions with staff. INFLATION RATE The rate of inflation is assumed to be zero throughout the projection period, and cost and revenue projections are in constant 2024 dollars. This assumpti on is in accord with current budget data and avoids the difficulty of forecasting as well as interpreting results expressed in inflated dollars. In general, including inflation is complicated and unpredictable. This is particularly the case given that som e costs, such as salaries, increase at different rates than other operating and capital costs such as contractual and building construction costs. These costs, in turn, almost always increase in variation to the appreciation of real estate. Using constant 2024 dollars reinforces the snapshot approach and avoids these problems. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 21 ENTERPRISE FUNDS In practice, utility funds are self-sufficient; the City of Denton adjusts rates in order to cover the actual cost of service while also generating a Return on Investment (“ROI”) as identified from time to time in targeted municipal policies. The City of D enton is in the process of conducting rate analyses in order to forecast the timing and extent to which utility rates may need to be adjusted to fund potential growth-related capacity expansion projects. The Utility Fund analysis included in this report p resents the fiscal impact of the development to the City’s utility funds, assuming no rate adjustments , per direction from the City ’s Finance Department. Costs are therefore projected based solely on the increase in customers and usage for each utility; revenues are projected based on the current cost of water, wastewater, solid waste, and electric service per the appropriate demand factor (e.g., water produced). NON-FISCAL EVALUATIONS It should be noted that while a Fiscal Impact Analysis is an important consideration in planning decisions, it is only one of several issues that should be considered. Environmental and social issues, for example, should also be considered when making planning and policy decisions. The above notwithstanding, this analysis will enable interested parties to understand the fiscal implications of development in the Hunter/Cole Ranch MMD. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 22 D EVELOPMENT P ROGRAM The Hunter Ranch and Cole Ranch developments propose a mix of uses and industries across 6,340 acres of undeve loped or “raw” land. The City of Denton provided us with the developers’ baseline build-out scenario for residential units and commercial and industrial acreage. We derived estimates for the other key indicators from federal and local governmental sources. Figure 13 below presents the development scenario for Hunter/Cole Ranch in cumulative 10-year increments.3 Figure 13. Development Scenario 3 No change has been made to the development program from the 2020 Fiscal Impact Analysis study. De ve lopment Scenario Summary Cumulative Growth: 2 0 2 4 -2064, 10-year Increme nts City of Denton, Texas - Hunte r/Cole Ranch FIA EXISTING Year 10 Ye ar 20 Ye ar 30 Year 4 0 BUILDOUT 2 0 2 4 2034 2044 2 0 5 4 2064 at 2064 POPULATION 154 ,3 8 9 11,6 0 0 40,800 5 5,805 5 5 ,8 0 5 210,194 % g rowth from existing 8%26%3 6%3 6 %36% RESIDENTIAL LOTS NA 3,6 0 0 9,600 1 3,000 1 3 ,0 0 0 SINGLE FAMILY 40 ,0 7 4 3,0 0 0 9,000 1 2,400 1 2 ,4 0 0 52,474 MULTIFAMILY 25 ,3 4 5 8 0 0 4,800 6,450 6 ,4 5 0 31,795 TOTAL UNITS 65 ,4 1 9 3,8 0 0 13,800 1 8,850 1 8 ,8 5 0 84,269 % g rowth from existing 6%21%2 9%2 9 %29% NONRESIDENTIAL ACRES NA 7 1 486 741 7 4 1 RETAIL SF 8,283 ,9 4 8 137,2 1 4 1,692,306 2 ,9 5 7,724 2,95 7 ,7 2 4 11,241,672 OFFICE SF 4,179 ,5 0 0 137,2 1 4 1,692,306 2 ,9 5 7,724 2,95 7 ,7 2 4 7,137,224 INDUSTRIAL SF 9,533 ,3 7 6 585,4 4 6 2,536,934 3 ,1 2 2,381 3,12 2 ,3 8 1 12,655,757 INSTIT SF 7,037 ,9 7 5 0 0 0 0 7,037,975 TOTAL NR DEVELOPM ENT (SF)29,034 ,7 9 9 859,8 7 4 5,921,546 9 ,0 3 7,829 9,03 7 ,8 2 9 38,072,628 % g rowth from existing 3%20%3 1%3 1 %31% RETAIL JOBS 17 ,5 8 8 2 9 1 3,593 6,280 6 ,2 8 0 23,868 OFFICE/INSTITUTIONAL J OBS 35 ,7 8 5 4 2 2 4,160 6,978 6 ,9 7 8 42,763 INDUSTRIAL JOBS 11 ,0 3 4 6 7 8 2,936 3,614 3 ,6 1 4 14,648 TOTAL JOBS 64 ,4 0 7 1,3 9 1 10,689 1 6,871 1 6 ,8 7 1 81,278 % g rowth from existing 2%17%2 6%2 6 %26% S ource: City of Denton; Hillwood Communities; U.S . Census 2018-2022 American Community Survey; I nstitute of Transportation Engineers; TischlerBise Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 23 The development team’s concept plan categorizes nonresidential acreage as either commercial or industrial. We applied the following assumptions to the Developers’ acreage projections in order to estimate the Retail square footage, Office square footage and Industrial square foo tage displayed in Figure 13. • To extrapolate square footage from acreage projections, we assumed an average floor -to-area ratio (“FAR”) of 0.28, per input from the development team and based on permitted FAR per zoning.4 • Commercial development is allocated equally between Retail space and Office space. This conforms with the development team’s prototype projects, including the Alliance Town Center, and generally aligns with the land use assumptions utilized in the Travel Demand Model Report and the Hunter/Cole Water and Wastewater Impact studies completed concurrently with this FIA as a part of the City’s decision -making process.5 4 This assumption generally conforms to existing lan d use patterns while accounting for higher intensity development permitted under the December 2019 zoning amendment for the Hunter/Cole Ranch Master Planned Community. It also aligns with the December 10 th, 2019 Draft of the Transportation Demand Managemen t’s average estimated FAR. 5 The development team and City staff instructed TischlerBise to refer to Alliance Town Center as a comparable development in terms of land -use mix assumptions. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 24 III. FISCAL IMPACT ANALYSIS RESULTS The fiscal impacts to the City of Denton of Hunter/Cole Ranch Municipal Management District are analyzed and discussed in this section of the report. Fiscal impact results are presented in several ways: ▪ Annual net fiscal results that include all r evenues and costs in the funds analyzed (General Fund, Debt Service Obligation Fund, the Roadway Fee Impact Fund, and the Street Improvement Fund) are shown—non-utility operating and capital impacts from growth are combined. ▪ Annual net fiscal results are then shown for operating and capital separately and compared to revenues. ▪ Cumulative net fiscal results are shown next (for non-utility funds). ▪ Cumulative net results convey the projected grand total revenues minus grand total expenditures over the 40 -year period to determine the overall net surplus or deficit. ▪ Utility Fund net fiscal results are show separately from other operating and capital expenditures. ▪ The cumulative net results for each utility fund are depicted. ▪ Annual net fiscal results, shown separately for operating and capital, compared to revenues are presented. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 25 G ENERAL AND S PECIAL R EVENUE F UNDS ANNUAL N ET FISCAL IMPACTS The chart below shows the annual net fiscal results to the City over each year of the 40-year development period; the General Fund, Debt Service Obligation Fund, the Roadway Fee Impact Fund, and the Street Improvement Fund are included. By showing the annual results, the magnitude, rate of change, and timeline of deficits and revenues can be observed over time. The “bumpy” nature of the annual results during particular years represents an initial capital impact being “front-loaded” and/or major operating costs being incurred (further explained in the Capital Expenditure Methodologies section of the full report). Net fiscal results shown below are revenues minus costs in each year, including operating and capital costs for all services modeled. Data points above the $0 line represent annual surpluses; points below the $0 line represent annual deficits. Surpluses in any one year are not carried forward to the next year. The scale for the chart is in thousands ($1,000s). Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 26 Figure 14. Annual Net Fiscal Impact 2024-2064 (Non-Utility) Development of Hunter/Cole Ranch begins with lot delivery as depicted in Figure 14. The first six years of growth are expected to generate year-over-year growth in net surpluses to the City. Project build - out during this time period results in a relatively steady uptick in property tax revenue. Equipment and personnel, particularly within Public Safety, Public Works (i.e., Fleet Maintenance & Fuel and Facilities Management) and the Street Department, are also added during the first six years of growth. The downward “ticks” in net fiscal impact are the result of growth triggering the need for capital investments simultaneously: Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 27 Annual net results are further analyzed in the figure below. Although the City will see an increase in both operating and capital costs as a result of growth, our analysis shows that total revenues to the City exceed total costs projected to be incurred to the City. Figure 15. Annual Operating & Capital Expenditures Compared to Revenues (Non-Utility) Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 28 CAPITAL IMPACTS As a development-finance tool, Municipal Management Districts allow private property owners to access low-interest financing for public infrastructure projects. The development team and the City of Denton have identified improvement projects required to serve the Hunter/Cole Ranch Master Planned Community that will be financed by the MMD or the developer. The table below inventories the infrastructure projects and other capital investments triggered by the proposed development of Hunter/Cole Ranch. Capital costs are categorized as either “City Funded” or “MMD/Developer Funded.” Only those projects required to maintain current levels of service are identified here —planned investments in private amenities for the exclusive use of Hunter/Cole Ranch residents are excluded from this analysis and from the list below. Non-utility capital projects and costs are al located to the City of Denton and the MMD/Developer in the detailed capital project inventory depicted in the figure on the following page. The methodology underlying these projections and cost assumptions is discussed in detail in the Revenue and Expendit ure Methodology Chapter of the report. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 29 Figure 16. Capital Facilities and Expenditure Inventory (General, Special, and Debt Service Funds) Non-Utility Capital Facilitie s and Allocation of Costs ($1,000 s) Fiscal Impact Analysis - De nton, TX DEPARTMENT - Facility Quantity Total Square Footage, Acres, Lane Miles Total City of De nton MMD / De veloper Parks and Recreation1 Recreati on Center Buildi ng [Sq. Ft.]1 32 ,00 0 $17,855 $17,855 $0 Ci ty Park: Developer Provided (104 acres ttl) [Ac res]2 10 4 $9,459 $0 $9,459 Nei ghborhood Parks (5 acres ea.) [Ac res]4 2 0 $3,650 $0 $3,650 Poc ket Parks (.5 acres ea) / Dog Parks (2 acres ea)32 1 9 $6,675 $0 $6,675 Regional Trai ls [Miles]na 23.0 $16,391 $0 $16,391 Communi ty Trai ls [Mi les]na 35.0 $13,841 $0 $13,841 Amenity Centers//DEVELOPER 4 na $40,000 $0 $40,000 Other Amenities//DEVELOPER [porti on rei mb.]na na $80,818 $0 $80,818 Parks & Rec Department - Vehic les 22 na $2,221 $2,221 $0 Total Parks & Re cre ation $190,910 $20,076 $170,835 Fle et & Facilitie s M anagement West Side Service Center2 1 18 ,77 4 $6,383 $5,858 $525 Facili ti es Management-Storage 1 109 ,93 7 $27,484 $27,484 $0 Total Fle e t and Facilities Management $33,867 $33,342 $525 General Government - Admi nistrative Space na 30 ,18 1 $13,582 $13,582 $0 General Government - Vehicles 38 na $1,330 $1,330 $0 Total Ge neral Gove rnment $14,912 $14,912 $0 On-Si te Roadway Proj ects3 na 14 9 $241,158 $0 $241,158 Off-Si te Roadway Proj ects4 na 8 4 $100,024 $89,363 $10,661 Streets - Vehi cl es 136 na $8,116 $8,116 $0 Total Transportation $349,298 $97,478 $251,819 Pol ice - Substation 1 44 ,70 0 $20,115 $20,115 $0 Pol ice - Patrol Vehic les 99 na $5,268 $5,268 $0 Pol ice - Other Vehicles and Equi pment 36 na $241 $241 $0 Total Police $25,625 $25,625 $0 Fi re - Fire Station5 2 18 ,37 6 $10,180 $0 $10,180 Fi re - Fire Engines / Trucks 27 na $17,450 $17,450 $0 Fi re - Vehi cl es / Equi pment 19 na $1,035 $1,035 $0 Total Fire $28,665 $18,485 $10,180 Li brary 1 28 ,30 0 $17,095 $17,095 $0 Total Library $17,095 $17,095 $0 345 ve hic les / 24 lane mile s TOTAL 6 $660,372 $2 27,012 $433,359 ^ Reflects the direct capital cost and not debt serv ice costs. 1. Dev eloper contributions updated June 2024 per revised estimates prov ided by City of Denton; City contributions projected per F iscal I mpact Analy sis. No additional park acres bey ond those identified as being prov ided by Hunter and Cole Developments per the City of Denton are modeled or assumed. 3. City of Denton, Hunter and Cole Developments projected on-site road improv ements. 4. City of Denton, Hunter and Cole Developments projected off-site road improvements, City and developer/M M D cost share. 6. Cost estimates represent the initial purchase and, for v ehicles and equipment, replacement costs. 5. Two Fire Stations for Hunter and Cole Developments are assumed to be built by dev eloper (contribution estimated at $10.0 million plus $180,000 for land total). Square footage is estimated based on current City average cost per square foot for fire stations ($554). General Government Library Police Transportation Fire and EMS 2. Square footage derived by the fiscal model based on demand from Hunter and Cole dev elopments; cost based on current cost from City of Denton; dev eloper contribution information provided by City of Denton. Capital Costs ($1,000s)^ Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 30 CUMULATIVE N ET F ISCAL I MPACTS Cumulative net fiscal impact results convey the projected grand total revenues minus grand total expenditures over the 40 -year period from future growth/development. Figure 17 below shows the cumulative fiscal impacts over the 40 -year study period for all major growth -related funds. Figure 17. Summary of 40 -Year Cumulative Fiscal Impacts to City of Denton The development yields net posit ive fiscal impacts for both the General Fund and Debt Service Fund (i.e., operating and capital expenditures); and the Street Improvement Fund. The Roadway Impact Fund is projected to incur a $40.4 million cumulative net deficit .6 Cumulative impacts are depicted graphically for the General Fund and Debt Service Fund in Figure 18. Figure 18. Cumulative Revenues and Expenditure s: General and Debt Service Funds 6 Reflects current impact fee rates and current road improvement costs per the City. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 31 U TILITY F UNDS Utility Funds were included in our analysis at the request of the City of Denton to evaluate whether the income generated from new customers and users would cover the costs required to provide service to the MMD while maintaining existing levels of service throughout the city. CUMULATIVE FISCAL IMPACT FOR UTILITY FUNDS As depicted in Figure 19, the net fiscal impact of the Hunter/Cole Ranch development is cumulatively negative across all utility funds. Capital Expenditures include utility infrastructure projects, as well as capital equipment and vehicles. A summary of capital expenditures is presented in Figure 20. Figure 19. Cumulative 40 -Year Net Fiscal Impact by Utility Fund (1,000s) Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 32 The table below summarizes the utility infrastructure investment triggered by Hunter/Cole Ranch. Capital costs are categorized as City of Denton (COD) Cost, Developer Cost, or Developer Reimbursement. COD Cost is included throughout this analysis under City costs. Developer Cost and Developer Reimbursement are excluded from the findings as they are assumed to implemented by the developer or reimbursed from MMD funds. Figure 20. Capital Facilities and Expenditure Inventory (Utility Funds) The methodology and approach utilized to arrive at the capital cost projections is detailed in the Revenue and Expenditure Detail chapter of this report. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 33 NET ANNUAL FISCAL IMPACT FOR UTILITY FUNDS The annual net fiscal impact on the utility funds is presented in the figures that follow. WATER FUND Water Fund expenditures are expected to exceed revenues throughout the study-period, specifically on the capital side, as depicted in Figure 21 below. Note that the spikes depicted in Water Fund revenues are the result of impact fees. The analysis reflects City utility collections and expenditures and does not include developer contri butions or expenditures. Figure 21. Water Fund Operating & Capital Expenses Compared to Revenues The capital expenditures included in this analysis are City expenditures directly attributable to demand from Hunter/Cole. These projects are debt financed. Water impact fee revenue is assumed over the projection period at current rates , which is generally insufficient to cover the capital expenditures projected. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 34 WASTEWATER F UND Wastewater Fund revenues are not expected to cover operating and capital expenditures over the course of the development, as depicted in Figure 22 below. Figure 22. Wastewater Fund Operating & Capital Expenses Compared to Revenues The spikes in the revenue line represent impact fee payments. New development in the MMD is modeled to be completed by year 29 , at which point impact fee revenues cease. Although the timing of impact fee payments does not directly correspond with capital costs, revenues accrued in years where impact fees exceed capital expenses do not cover deficits in other years. The capital expenditures included in this analysis represent planned Wastewater Fund capital infrastructure projects required to serve Hunter/Cole Ranch and reflect City revenues and expenditures only. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 35 SOLID WASTE FUND As depicted in the figure below, Hunter/Cole Ranch is projected to generate net deficits to the City of Denton’s Solid Waste Fund. Operating and capital expenses reflect average costs based on City CIP projects applied to demand from Hunter/Cole Ranch. Results reflect City revenues and expenditures only. Figure 23. Solid Waste Fund Operating & Capital Expenses Compared to Revenues ($2,000) $0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,000 $16,000 202420262028203020322034203620382040204220442046204820502052205420562058206020622064ThousandsSOLID WASTE FUND ANNUAL OPERATING & CAPITAL EXPENDITURE SUMMARY HUNTER/COLE RANCH FISCAL IMPACT ANALYSIS Operati ng Expen dit ures Capi tal Ex pendi tur es Revenues Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 36 ELECTRIC FUND Electric revenues and expenses associated with Hunter Cole were provided by the Ci ty of Denton and are illustrated in terms of revenues relative to capital and operating expenditures in the figure below. Revenues are projected to exceed expenditures for each year of the study period. Figure 24. Electric Fund Op erating & Capital Expenses Compared to Revenue Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 37 K EY F INDINGS & C ONCLUSIONS The following conclusions can be drawn from the FIA results presented in this report: GENERAL , DEBT SERVICE , AND SPECIAL REVENUE FUND S • The proposed Hunter/Cole Ranch development is projected to have a net cumulative positive fiscal impact on the City over the 40-year study period. The net positive impacts are driven primarily by sales and property tax revenue from development. • It should be noted that, on average, the resulting annual net positive impact to the General Fund and Debt Service Fund is approximately $18 million, which reflects 5.6 percent of the City of Denton’s Fiscal Year 2024 operating budget. • The Street Improvement Fund i s funded through franchise fees from utility fund revenue surpluses (as well as non -growth-related revenues). The Street Improvement Fund’s projected cumulative surplus is partially attributable to the fact that utility fund revenues will increase as a result of Hunter/Cole Ranch. Another reason for the surplus is that although the additional roadways added to the City of Denton’s lane mile inventory increase Street Improvement Fund operating and capital outlay costs, major capital expenditures are generally accounted for in other funds. o Note that the increases in franchise fee revenue could be allocated to another fund at the City’s discretion. As discussed previously, this analysis assumed that the 10 -year policy of transferring excess franchise fee reven ue to the Street Improvement Fund would continue throughout the 40 -year study period. • Demand for fire services will trigger the need to expand with the construction of two fire stations, which is assumed to be funded by the developer/MMD . The estimated contribution from the developer is used to derive a fire station size, at the latest City cost per square feet for fire station construction. The resulting assumed size per station may be smaller than the City desires, therefore additional co sts may be incurred by the City. • Although the projected growth in revenue is relatively significant, the City should continue to plan and be prepared to expand both its facilities and operational capacity —the Hunter/Cole Ranch development is projected to be fiscally balanced in the sense that it is projected to produce enough revenue to cover its costs, but it will not be self -contained. Growth in population, vehicle trips, and police and fire calls, for instance, is projected to increase annual operating expenditures to the City by approximately $42 million per year at buildout . • Overall, Hunter/Cole Ranch is projected to generate sufficient revenue to cover non-utility capital and operating costs associated with meeting the additional demand on City serv ices. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 38 UTILITY FUNDS • Water and Wastewater Fund revenues are insufficient to cover operating and capital expenditures throughout the 40 -year study period. Water and Wastewater impact fee revenue is insufficient to cover the development’s share of water and wastewater capital costs. • Impact fee revenue is a function of the City of Denton’s current fee schedule and projected development—current rates are insufficient to cover City Water and Wastewater capital needs. • The Electric Fund is projected to generate sufficient revenues to cover anticipated operating and capital costs over the projection period. • Overall, the cumulative fiscal impact on all utility funds is projected to be negative. OVERALL RESULTS Per direction from City of Denton staff, the figure b elow compares annual revenues to annual operating and capital expenditures for all funds analyzed, including utility funds. Note that under current City policy, utility fund revenues are restricted and cannot be used toward any other fund’s activities. Figure 25. Operating and Capital Expenditures Compared to Revenues for All Funds Combined Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 39 I V. REVENUE AND E XPENDITURE D ETAIL R EVENUE M ETHODOLOGIES This chapter provides detail on projection methodologies for revenue included in the analysis. Growth-related revenues are modeled in this analysis in the following funds: ▪ General Fund ▪ General Debt Service Fund ▪ Special Revenue Funds: • Roadway Impact Fee Fund • Street Improvement Fund ▪ Utility Funds • Water Fund • Wastewater Fund • Electric Fund • Solid Waste Fund Other funds that are not included are Internal Service Funds or considered fixed (unaffected by growth). GENERAL FUND REVENUES A snapshot of the City General Fund from the model is shown below by specific category and line item. The table shows the specific revenue category and source, base year (FY2024) budget amount, projection methodology, and the level of service (LOS) standard, or dollar per demand unit. For instance, for those categories projected based on “POPULATION,” the current budget amount is divided by the estimated population for base year 2024. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 40 Figure 26. General Fund Revenues Fines and Fees Warrant Fees $69,817 FI XED $0.00 Juvenile Case Manager Fees $3,972 FI XED $0.00 Truancy Prevention Fees $666 FI XED $0.00 Library Fines & Fees $46,350 POPULATION $0.30 Animal Services Fees $197,431 POPULATION $1.28 Animal Services Fines $6,328 FI XED $0.00 Auto Pound Fees $4,589 FI XED $0.00 Police Escort & Guard Fees $11,615 FI XED $0.00 Civ il Fines $12,000 FI XED $0.00 Arrest Fees $44,155 TOTAL POLICE CALLS $0.34 Community I mprovement Fines $303 FI XED $0.00 Inspection Fines & Fees $2,827 FI XED $0.00 Fire Department Fines $950 FI XED $0.00 School Crossing Fines $2,166 FI XED $0.00 Denton Municipal Fines $676,636 VEHI CLE TRIPS $1.41 UNT Police Fines $69,152 FI XED $0.00 TWU Police Fines $8,080 FI XED $0.00 Park ing Fines $87,496 VEHI CLE TRIPS $0.18 Uniform Traffic Fees $14,645 VEHI CLE TRIPS $0.03 False Alarm Fees $7,010 FI XED $0.00 Court Security $133,447 FI XED $0.00 Court Cost Service Fees $50,746 POP AND JOBS $0.23 $1,893,586 Court Administration Fees $443,205 POP AND JOBS $2.03 Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 41 Licenses and Permits Food Handler Permits $696 FI XED $0.00 Zoning Permits $968,140 POP AND JOBS $4.42 Moving Permits $11,810 FI XED $0.00 Demolition Permits $20,697 FI XED $0.00 Pool, Spa, Hot Tub Permits $29,628 FI XED $0.00 Building Permits $6,473,527 POP AND JOBS $29.59 Curb Cut Permits $1,106 FI XED $0.00 Mobile Home Park Licenses $43 FI XED $0.00 Sign Permits $87,855 FI XED $0.00 Fence Permits $121,904 SI NGLE FAMILY $3.04 Mechanical Permits $51,543 POP AND JOBS $0.24 Certificate of Occupancy Fees $77,003 POP AND JOBS $0.35 Variance Fees $0 FI XED $0.00 Landscape Fees $10,489 FI XED $0.00 Short-Term Rentals $1,133 FI XED $0.00 Miscellaneous Permits $9,766 FI XED $0.00 Park Vendor Fees $17,750 FI XED $0.00 Beer & Wine Permits $50,469 RETAI L SF $0.01 CPR Training $1,114 FI XED $0.00 $7,934,673 Future $0 FI XED $0.00 Miscellaneous RevenuesInterest Income $1,859,354 FI XED $0.00 County Vehicle Registration Fee $202,340 FI XED $0.00 County Contribution - Ambulance Service $128,489 FI XED $0.00 DISD Contribution-School Resource Officer $700,000 FI XED $0.00 State - Signal Reimbursement $16,062 FI XED $0.00 Non-Grant State Reimbursement $3,604 FI XED $0.00 Williams Square Parking Fees $1,756 FI XED $0.00 SAF ER Grant $1,701,228 FI XED $0.00 Little Elm Dispatch Serv ice $941,101 FI XED $0.00 Miscellaneous Revenues $28,907 FI XED $0.00 Recovery of Prior-Year Expenditures $1,000 FI XED $0.00 Mowing Admin Fees $16,716 FI XED $0.00 Property Liens $11,817 FI XED $0.00 Police Phone/Fire Training $10,100 FI XED $0.00 DISD Reimbursement - Water Park $859,001 FI XED $0.00 Sale of Surplus Supplies and Fixed Assets $352,719 FI XED $0.00 $6,900,114 Training Facility Burn Fee $65,920 FI XED $0.00 Return on Investment Return on Inv estment - Water $13,029,417 DIRECT ENTRY Return on Inv estment - Wastewater $1,624,160 DIRECT ENTRY $15,732,014 Return on Inv estment - Electric $1,078,437 DIRECT ENTRY Cost of Service Transfer Electric Fund $5,989,845 DME REV $0.02 Water Fund $2,258,155 WATER REV $0.05 Wastewater Fund $1,841,838 WW REV $0.04 Solid Waste Fund $1,830,890 SOLID WASTE REV $0.04 Airport Fund $276,423 FI XED $0.00 Recreation Fund $0 FI XED $0.00 Materials M anagement F und $712,638 FI XED $0.00 Fleet Services Fund $400,936 FI XED $0.00 Technology Services Fund $783,793 FI XED $0.00 Facilities Fund $376,110 FI XED $0.00 Street Improv ement Fund $485,718 FI XED $0.00 Risk Retention F und $155,236 FI XED $0.00 Health Insurance Fund $78,644 FI XED $0.00 Engineering Services Fund $1,211,899 FI XED $0.00 Customer Service Fund $571,491 FI XED $0.00 $16,987,310 From Projects $13,694 FI XED $0.00 Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 42 CUSTOMIZED/MARGINAL CALCULATIONS FOR GENERAL FUND The following details the custom methodology used for certain revenue streams. ▪ City Sales Tax is attributed to nonresidential and residential development. To determine the level of revenue for each nonresidential category, we annualized recent sales tax revenue data allocated to nonreside ntial development (total sales tax revenue less 15 percent attributed to residential/online purchases) by industry provided by the City of Denton. Dividing sales tax revenue by the estimated floor area of current nonresidential development yields average Sales Tax Revenue per square foot for the land use types projected. Shown in Figure 27, retail development averages $3.42 in annual sales tax per square foot compared to $2.18 per square foot for office and $1.20 per square foot for industrial development. ▪ Sales Tax Attributed to Residential is projected on a per capita basis and totals almost $56 dollars per person. Figure 27. Sales Tax per Square Foot ▪ Property Tax is projected based on the respective cumulative assessed values (see below for additional detail) of the property projected in the scenario. Cumulative assessed value s are multiplied by th e FY2024 General Fund tax rate of $0.354780 per $100 valuation . As shown, assessed values for residential real property and nonresidential real property were projected separately to allow for comparison by type of development. Sales Tax Revenue / Capita 2024 Estimated S ales Tax Rev $57,545,000 Assume % Attribute to residentia l (online)^15.0%$8,631,750 $55.91 Assume remainder to nonresid $48,913,250 LAN D U SE 2024 Sales Tax R ev enue Squar e F eet Sales Tax R ev enue / SF RETAI L $28,337,255 8,283,948 $3.42 OF FICE $9,120,910 4,179,500 $2.18 IN DU STRI AL $11,455,085 9,533,376 $1.20 Source: City of Dento n Fin ance D epartment. Three Year Sales Tax by NAICS; Trip G eneration, Institute of Trans portation Engineers , 1 1th Edition (2 02 1 ). ^ Retail Indicators Bran ch, U.S. Cens us Bu reau, "Es timated Quarterly U.S. Retail Sales : Bricks and Mo rtar and E- Commerce," as of Q3 2 0 2 3 , Tis chlerBis e analys is . Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 43 Figure 28. Assessed Value by Land Use Type ▪ Return on Investment (“ROI”) revenues were calculated as 3.5 percent of gross revenues from Water, Wastewater, and Electric 7 Funds, per the City’s ROI policy and discussions with staff. ▪ Licenses & Permits, Charges for Services, Fines & Fees: Based on discussions with City staff and an analysis of relevant financial documents, several line items ’ revenues are likely to increase with growth in Population, Jobs, or Population and Jobs . Certain revenues associated with specific services such as Fire and Police are expected to increase based on Total Police Calls , Total Fire Calls, and Vehicle Trips . FIXED REVENUES ▪ Franchise Fee revenues to the General Fund are fixed; growth in Franchise Fee is instead allocated to the Street Improvement Fund per the City of Denton’s current policy to transfer franchise fee revenue in excess of FY2016 dollar amounts to the Street Improvement Fund. 7 ROI from the Electric Fund has recently increased to 6 percent. However, to be conservative in this update, the ROI percentages have been held constant from the previous analysis at 3.5 percent. Additionally, because the Electric Fund is an Enterprise Fund, any increase in ROI to the General Fund would need to be generated from an increase in costs to Electric customers, therefore essentially reflecting a wash between funds. Asse sse d V alue Summary City of De nton, Te xas - Hunte r and Cole Ranc h De ve lopme nts FIA LAND USE Asse sse d V alue Re side nti al*Unit Si ngl e Fami l y $5 3 5,0 0 0 Si ngl e Fami l y L ot $1 0 0,0 0 0 Mul t i fami l y $1 1 0,0 0 0 Nonre side nti al Square Foot Retai l $1 5 0 .00 Offi c e $1 3 0 .00 Industri al $7 0.0 0 Source: Hillwood Communities *S ingle F amily Values shown are prior to homestead exemption of $5,000. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 44 ▪ Cost of Service Transfer revenues are transfers from other funds to the General Fund for general government services; Utility Fund Costs of Service were first modeled on the expenditure side. Cost of Service revenues to the General Fund are set to equal those expenditures. Expenditure projection methodology including the approach to modeling Cost of Service revenues is detailed in the following sections of this chapter. ▪ Miscellaneous revenues were conservatively assumed to be fixed per conversations with City staff. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 45 GENERAL DEBT SERVICE FUND The General Debt Service Fund receives unrestricted revenue from Ad Va lorem Property taxes; the adopted FY2024 rate of 0 .205902 per $100 of assessed value is used to project property tax revenues in the General Debt Service Fund resulting from Hunter/Cole Ranch. “Transfers In” are fixed. These line items, seen below in Figure 29 reflect restricted revenue funds making debt service payments , which are accounted for within the capital expense analysis presented later in this chapter. Figure 29. General Debt Service Fund SPECIAL REVENUE FUNDS The fiscal impact analysis also includes revenues from Special Revenue Funds, capturing revenues that are anticipated to be generated from growth. STREET IMPROVEMENT FUND The Street Improvement Fund includes all Street Department activities; the Street Department is responsible for street maintenance and repair and is funded primarily through franchise fee revenues. The majority of these franchise fee revenues are paid by major utility funds. Franchise Fee revenue resulting from the Hunter/Cole Ranch development is calculated as 5 percent of projected Water, Wastewater, Electric, and Solid Waste revenue, per City policy. Other franchise fee revenue8 to the Street Improvement Fund is not expected to be affected by the proposed development. 8 Other franchise fees are paid from private el ectric, cable, telephone, and gas utility providers. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 46 Figure 30. Street Improvement Fund ROADWAY IMPACT FEE FUND The Roadway Impact Fee Fund accounts for Roadway Impact Fees paid to the City of Denton by developers and homebuilders. Development within the Hunter/Cole Ranch MMD is projected to generate revenue to the Roadway Impact Fee Fund based on the impact fees currently in place per Roadway Impact Fee schedule. The majority of the development is located in Roadway Impact Fee Service Area A with the following impact fee rates , which are therefore applied to new development projected in the Hunter/Cole Ranch. Note t hat the MMD will also contribute Contract Tax revenue per the Operating Agreement to assist with funding impact fee eligible roadway projects. Figure 31. Roadway Impact Fee Assumptions Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 47 UTILITY FUNDS The methodology used to project utility fund revenues is summarized for the Water, Wastewater, Solid Waste, and Electric Funds in this section of the report. Note that a customized methodology was used for all growth-related revenues, as indicated by “DIRECT ENTRY”. WATER AND WASTEWATER REVENUE PROJECTION ASSUMPTIONS A customized methodology was used to project operating and impact fee revenues for water and wastewater revenues, per the snapshot from the fiscal model below. Figure 32. Utility Fund Revenue Projection Methodology LOS Std Revenue Revenue Base Year Project Using $ per Category Name Budget Amount Which Demand Base?Demand Unit Water Fund I nterest Operating $300,000 FIXED $0.00 Water Sales Residential $23,839,938 DIRECT ENTRY $0.00 Water Sales Commercial $19,858,347 DIRECT ENTRY $0.00 Water for Resale $2,706,299 FIXED $0.00 Other Water $620,908 FIXED $0.00 Cost of Service - GF $226,833 FIXED $0.00 Cost of Service - Electric $620,013 FIXED $0.00 Cost of Service - Wastewater $2,045,596 FIXED $0.00 Cost of Service - Solid Waste $680,241 FIXED $0.0000 I mpact F ee Rev enues $11,605,000 DIRECT ENTRY $0.00 Tap Fees $652,269 FIXED $0.00 $63,155,444 Use of Reserves $0 FIXED $0.00 Wastewater Fund I nterest Operating $399,514 FIXED $0.00 Wastewater Residential $13,726,979 DIRECT ENTRY $0.00 Wastewater Commercial $16,473,258 DIRECT ENTRY $0.00 Wastewater Effluent Irrigation $89,902 FIXED $0.00 Wastewater Wholesale $1,212,248 FIXED $0.00 Other Wastewater $2,032,729 FIXED $0.00 Drainage Fees $4,960,002 DIRECT ENTRY $0.00 Transfers In $631,561 FIXED $0.00 I mpact F ee Rev enues $4,270,000 FIXED $0.00 I mpact F ee Rev enues from Hunter/Cole SEE BELOW $0.00 $45,327,259 Use of Reserves $1,531,066 FIXED $0.00 Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 48 Rate revenue and facility charge revenue w ere projected separately by land us e. Per conversations with City staff, we utilized original data on demand/usage from the January 2020 Hunter-Cole Development Analysis completed by Freese and Nichols (“the FNI report”) as well as current facility charges and rates to project revenue per residential unit and nonresidential acre.9 Figure 33. Water and Wastewater Billing Assumptions 9 Per the FNI report, single -family and multifamily units will require water production of 170 GPD per capita (540 gallons per day per unit, or 16,000 gallons per month per unit), with household sizes averag ing 3.2 persons and 2.5 persons respectively. Nonresidential consumption is 120 GPD per employee, assuming 18 employees per acre. Monthly GPDs for each unit type are shown in the first r ow of the figure. Per the FY23/24 City of Denton Utility Rate Booklet, the Facility Charge for a Single Family Unit is $15.84 per month, and multifamily facility charges vary depending on the meter size. We thus applied the Single Family -to-Multifamily GPD ratio (16:13, or 79 percent), to the Single Family facility charge to estimate the average monthly multifamily facility char ge. The same methodology was used to estimate the average nonresidential facility charge. The result of these calculation s is average annual water revenue of $951, $748, and $4,182 per Single Family unit, Multifamily unit, and Nonresidential acre, respecti vely. Average annual wastewater revenue per unit and per acre was calculated utilizing the per capita consumption/production (measured in GPD) from the FNI Report, and the FY23/24 booklet rates and formulas. The Drainage fees utilized are calculated on a per unit per acre basis for residential development and on a per acre basis for nonresidential development, assuming an average impervious surface area of 60 percent for all land uses, w hich is supported by the Master Planned Community’s zoning . Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 49 The average annual revenue per single family unit, multifamily unit, and nonresidential acre was multiplied by the projected residential and nonresidential growth on a cumulative annual basis to arrive at operating revenue projections. Impact Fee Revenue Projections The following impact fee schedule , based on the City of Denton’s 2018 Water and Wastewater Impact Fee Study, was utilized to project Water and Wastewater impact fee revenue attributable to Hunter/Cole Ranch. See footnotes to Figure 34 for detail regarding how the multifamily fee per unit and nonresidential fee per acre were calculated. Figure 34. Water and Wastewater Impact Fee Assumptions By multiplying the fee amounts depicted in Figure 34 by projected growth in residential and nonresidential development, annual water and wastewater impact fee revenue was calculated for each year of the study period. Note that it is assumed that the MMD will contribute revenue from a Contract Tax, as outlined in the Operating Agreement, to help finance impact fee eligible Water and Wastewater capital projects. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 50 ELECTRIC FUND The Electric Fund revenue assumptions depicted in Figure 35 were provided by the City of Denton for the original FIA and applied to the development program to project rate revenues . For the 2024 FIA, projected revenues (and expenditures) were increased by 20 percent, reflecting the increase in the Electric Fund’s budget from the original FIA (FY2019 /20 to FY2023/24). Figure 35. Utility Fund Revenue Projection Methodology SOLID WASTE FUND Solid Waste Fund revenue is projected using the revenue per Single Family unit derived as shown to the Single Family units projected under the development plan. Nonreside ntial rates were projected using nonresidential square footage [“TOTAL NR SF”] as the demand base , since nonresidential rates vary depending on characteristics on nonresidential properties that are unknown at this conceptual phase of the development progra m. Figure 36. Solid Waste Fund Revenue Projection Methodology LOS Std Revenue Revenue Base Year Project Using $ per Category Name Budget Amount Which Demand Base?Demand Unit Electr ic Fund Base Rate Rev enues $104,394,786 FI XED $1.00 Rev enues are direct entry, see below ECA Revenues*$66,916,985 FI XED $0.00 Non-Operating Revenues $27,879,488 FI XED $1.00 Interest Income $650,000 FI XED $0.00 Data Center Revenues $49,786,722 FI XED $0.00 DEC Revenues $40,769,215 FI XED $0.00 $308,153,595 Use of Reserves $17,756,399 FI XED $0.00 Water Fund Interest Operating $300,000 FI XED $0.00 Water S ales Residential $23,839,938 DIRECT ENTRY $0.00 Water S ales Commercial $19,858,347 DIRECT ENTRY $0.00 Water for Resale $2,706,299 FI XED $0.00 Other Water $620,908 FI XED $0.00 Cost of Service - GF $226,833 FI XED $0.00 Cost of Service - Electric $620,013 FI XED $0.00 Cost of Service - Wastewater $2,045,596 FI XED $0.00 Cost of Service - Solid Waste $680,241 FI XED $0.0000 Impact Fee Revenues $11,605,000 DIRECT ENTRY $0.00 Tap Fees $652,269 FI XED $0.00 $63,155,444 Use of Reserves $0 FI XED $0.00 Wastewater Fund Interest Operating $399,514 FI XED $0.00 Wastewater Residential $13,726,979 DIRECT ENTRY $0.00 Wastewater Commercial $16,473,258 DIRECT ENTRY $0.00 Wastewater Effluent Irrigation $89,902 FI XED $0.00 Wastewater Wholesale $1,212,248 FI XED $0.00 Other Wastewater $2,032,729 FI XED $0.00 Drainage Fees $4,960,002 DIRECT ENTRY $0.00 Transfers I n $631,561 FI XED $0.00 Impact Fee Revenues $4,270,000 FI XED $0.00 Impact Fee Revenues from Hunter/Cole SEE BELOW $0.00 $45,327,259 Use of Reserves $1,531,066 FI XED $0.00 Solid Waste Fund Interest Operating $89,132 FI XED $0.00 Residential + Residential Recycling $10,481,450 SI NGLE FAMILY $261.55 Front /S ide Load $9,340,387 TOTAL NR SF $0.32 Roll Off Open Top $5,722,967 TOTAL NR SF $0.20 $41,370,835 Commercial Recycling $1,756,182 TOTAL NR SF $0.06 Landfill Gate + Landfill Wholesale $10,026,633 FI XED $0.00 Other Solid Waste $1,697,660 FI XED $0.00 Transfers I n $181,490 FI XED $0.00 $41,370,835 Use of Reserves $2,074,934 FI XED $0.00 Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 51 R EVENUE O UTPUTS This section details revenue outputs from the Fiscal Impact Analysis. REVENUE PROJECTIONS The following figures illustrate the projected revenues in the City’s General Fund and other non-utility Funds modeled. Results are shown as a cumulative total over the 40-year projection period as well as an average annual figure. As noted in the figures, the listed dollar amounts are in $1,000s. Figure 37. 40-Year Revenue Totals for all Non -Utility Funds Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 52 Revenue total and average annual revenue over the 40 -year study period is shown for each Utility Fund included in the analysis in Figure 38. Figure 38. 40-Year Revenue Totals and Annual Average s for Utility Funds (x$1,000s) Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 53 O PERATING E XPENDITURE M ETHODOLOGIES All variable operating expenditures are projected, including personnel and operating costs. Capital Expenditures are discussed in a separate section. GENERAL AND SPECIAL REVENUE FUNDS For most City departments, operations and personnel costs are projected separately. A summary of the approach is provided below. It should be noted that many departments have some portion of their budget that is considered “fixed” and will not increase with growth. That is, existing operations will be able to absorb a portion of additional impacts from growth in the City. In the figures below, “fixed” is only indicated for those categories that are considered entirely “fixed.” Fiscal Impa ct Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 54 Figure 39. General and Special Revenue Operating Expenditures Approach Expenditure Category General Fund City Manager x x Economic Development x x Facilities Management Facilities SF x Finance/Accounting x x x Human Resources x x Internal Audit x x Legal Administration x x x Public Affairs x x Non-Departmental x Library x Library SF x Parks And Recreation Parks SF x Development Services x x Public Safety Communications x x x Municipal Court x x Municipal Judge x x Police x x x Animal Services x x Fire x x Transportation Admin x x Traffic Operations x x Special Revenue Funds Streets Improvement Fund NA x x Roadway Impact Fee Fund NA x NA FixedTotal Police Calls Administrative & Community Services Neighborhood Services Department Population Population & Jobs Public Safety Transportation Staff Modeled? Lane Miles Vehicle Trips Total Fire and EMS Calls City FTEs Custom Analysis Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 55 CUSTOM METHODOLOGIES All growth-related departments except for Facilities Management, Library, and Parks and Recreation are modeled using basic growth indicators derived from the development scenario (i.e., population, jobs, etc.) as the basis for projecting demand. Further explanation of those metrics is found in Appendix A. Descriptions of the customized methodology used for Facilities Management, Library, Parks and Recreation, and the Roadway Impact Fee Fund are found below. ▪ Facilities Management: Facilities Management expenditures are expected to increase over base year expenditures in accordance with the addition or expansion of City owned facilities. Facilities Management is currently responsible for 1.1 million square feet of City-owned facilities.10 As future development triggers the construction of new facilities (discussed below) the Facilities Management department will need to increase its capacity in order to maintain levels of service. Facilities Management expenditures are thus projected utilizing “FACILITIES SF.” The expansion of capital facilities is discussed in detail in the next section of this chapter. ▪ Parks & Recreation: Parks and Recreation Operating Expenditures are projected based on demand from population from Hunter/Cole Ranch. All parks and recreation improvements are assumed to be the responsibility of the MMD or an HOA except for a future recreation center, assumed to be built and maintained by the City. Figure 40. City Maintained Parks and Recreation Facilities for Operating Expense Projections 10 Source: City of Denton Facilities Management . Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 56 • Library: Library operating expenditure projections are based, in part, on library square footage. One additional library is triggered by growth, as detailed in the next section of this chapter. Using current costs per Library square foot, the fiscal model projects increases in Library operating expenditures. UTILITY FUND OPERATING EXPENDITURES As Enterprise Funds, Utility Funds are self-funding in the sense that rates are adjusted as needed to cover operating and capital expenditures. As requested by the City of Denton, however, this FIA examined the fiscal impact of the proposed de velopment on Utility Funds if utility rates were to be held constant over time. Expenditures were projected utilizing the methodological approaches summarized in Figure 41. Figure 41. Utility Funds Operating Expenditures Approach ^Note: ROI from the Electric Fund has recently increased to 6 percent. However, to be conservative in this update, the ROI percentages have been held constant from the previous analysis at 3.5 percent. Additionally, because the Electric Fund is an Enterprise Fund, any increase in ROI to the General Fund would need to be generated from an increase in costs to Electric customers, therefore essentially reflecting a wash between funds. Expenditure Category Utility Funds Personnel Operations Franchise Fees Return on Investment Cost of Service - Transf.x Capital Outlay Personnel Operations x Franchise Fees Return on Investment Cost of Service - Transf.x Capital Outlay Personnel Operations Franchise Fees Return on Investment Cost of Service - Transf.x Capital Outlay Personnel Operations Franchise Fees Cost of Service - Transf.x Capital Outlay *Production/consumption utilizes the following metrics: Water - thousands of gallons per year; Wastewater - thousands ofof gallons (discharge) per year; Solid Waste - landfilled (tons); recyclin collections (tons) Water Fund Wastewater Fund Electric Fund Solid Waste Fund Name x x x [5% of Gross Rev.] [Single Family Units] / [Nonresidential SF] Estimates from DME [3.5% of Gross Rev.] Quorum Report Projections Estimates from DME [5% of Gross Rev.] [5% of Gross Rev.] [3.5% of Gross Rev.] x Custom Analysis [5% of Gross Rev.] [3.5% of Gross Rev.] x x x x x Revenue Production*Facilities Staff Modeled? ^ Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 57 C APITAL E XPENDITURE M ETHODOLOGIES Capital costs and infrastructure improvements to serve new development are modeled based on demand generated by the proposed development. Capital facilities, infrastructure, vehicles, and equipment are projected for General Government, Parks and Recreation, Library, Fire, Police, Public Works, Facilities Management, Fleet Management, Transportation, City of Denton Water Utilities (includes Water and Wastewater), Denton Municipal Electric (DME), and Solid Waste & Recycling. Many of the assumptions on which the analysis is based can be viewed as policy-making decision points, which if modified would affect the overall results. For example, most of the capital expenditures assumed in the analysis, and the resulting costs (assumed in most cases as debt financed), are projected independent of the current capital improvement programs and debt capacity guidelines. Rather, the capital costs projected in this analysis reflect the potential cost to serve new growth, regardless of whether the resources are available to cover the costs. The City will continue to balance its annual budgets considering financial guidelines and policies, applicable operating impacts, and available resources. An important aspect of the capital expenditure methodology is that per direction from the City of Denton’s Finance Department, it is assumed that the funding of new facilities will be debt financed. This is in keeping with the City’s current practices and allows the City to fund necessary infrastructure investments for which it has insufficient cash on hand. From a fiscal impact perspective, it should be noted that debt financing can understate the full cost of a capital project; because the payments are made over a 20-year period, the fiscal model’s 40-year projection period may not capture the full cost of capital facilities constructed or paid for after year 40. GENERAL GOVERNMENT FACILITIES To serve residential and nonresidential development in the scenarios, the population and job growth is multiplied by the current level of service of general government administrative offices. The level of service is found by dividing the current floor area of City Hall (City Hall, City Hall East less Police Department floor area, City Hall West, and Finance ) by population and job to tal in the City (90,863 square feet / 218,796 population and jobs = 0 .42 square feet per population and job). As residential and nonresidential growth occurs in the scenarios, the demand factor of 0.42 square feet per population or job is applied to project General Government capital needs. General Government vehicles are also projected using this approach; the base year 2024 vehicle count is 34 as provided by the City of Denton’s FY 2024 Fleet Inventory Asset List. Note that General Government city vehicle s are assigned an average useful life of eight years , and replacement vehicles are also included in this analysis. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 58 PARKS AND RECREATION Parks and Recreation infrastructure improvement needs resulting from the development of Hunter/Cole Ranch were provided by the City of Denton. The analysis projects when Hunter/Cole Ranch development would trigger the need for the planned capital facilities based on current levels of service for Recreation Facilities , City Parks, Neighborhood Parks, Dog Parks, Pocket Parks, Regional Trails, Community Trails , and Amenity Centers. See Figure 40 for a summary of anticipated Parks & Recreation infrastructure improvements. Cost estimates are from the City of Denton and allocated between the City and the Developer/MMD as directed by the City of Denton . Summary outputs are provided in the next section. TRANSPORTATION To project the impact that growth will have on roadway infrastructure over the 40 -year study period , the current level of service was calculated by dividing base year 2024 lane miles (1,512 lane miles) by estimated base year 20 24 vehicle trips (478,745 vehicle trips). As citywide vehicle trips increase due to development, the construction of additional lane miles will be required. Vehicle trips are projected utilizing trip generation rates from the Institute of Transportation Engineers (ITE) Trip Generation Manual, 11th Edition (20 21). The demand factor of 0.0032 lane miles per vehicle trip is then applied to total vehicle trips to calculate additional lane miles (combined for both residential and arterial/collector streets). Onsite (site access) and offsite (system -level) roadway infrastructure improvements required to provide access to Hunter/Cole Ranch MMD are from the City of Denton and updated for the 2024 analysis. It is assumed that roadway impact fees and MMD Contract Tax revenue contributions will help fund these costs . Vehicle and equipment for transportation and public works purposes are modeled as well. POLICE Police capital facilities impacted by growth include police station square feet and patrol vehicles. The current level of service for police facilities is 1.10 square feet per police call for service (police facility square feet of 127,628 divided by police calls for service (116,296)). Police calls for service are projected over the 40 -year study period based on the methodology in Appendix A . The level of service is applied to Police calls for service to project additional police facilit y square feet needed to serve growth. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 59 Per City staff, one vehicle is needed for every two patrol officers. Sworn Officers added to the force as a result of additional demand for police services is projected based on police calls for service (which will increase due to population and employment growth as described in Appendix B). Vehicle acquisition is triggered by the addition of new sworn officers. The useful life for Police patrol vehicles is an average of five years. The analysis includes the cost for replacement vehicles once the useful life is reached. Average vehicle costs were provided by the City of Denton. FIRE AND EMS Fire and EMS services were projected utilizing an approach similar to that used for police facilities. Current facility levels of service is calculated by dividing total Fire/EMS station square feet by Fire and EMS Calls for Service : 97,888 square feet divided by 22,023 calls for service = 4.4 square feet per call for service. Fire station facility prototype size is derived by dividing the total amount of anticipated developer contribution ($10.18 million) by the recent cost for fire station construction in the City ($554), resulting in a total amount of station square footage of 18,375 square feet. Two stations are needed and assumed at equal size (9,188 square feet each). As noted elsewhere, if a larger station size is desired, additional funding will be necessary. Additional apparatus is projected based on maintaining the city’s level of service and is assumed to be funded by the City. LIBRARY The City of Denton currently has three libraries; total square footage is 78,304 square feet, and libraries range from 21,516 square feet to 33,708 square feet. Demand for additional libr ary capital facilities is projected by applying the current library LOS of 0.51 square feet per population to projected population growth. A library size of 28,300 square feet is used, which reflects the demand for new library space from Hunter/Cole Ranch development. PUBLIC WORKS Public Works facilities are projected to maintain the City’s current level of service. Service Center Facilities Management space are modeled. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 60 E XPENDIT URE O UTPUTS This section details expenditure outputs from the Fiscal Impact Analysis . Regarding capital expenditures, the analysis assumes that all City-funded capital projects will be debt financed; the capital expenditure totals in the figures within th is section of the report reflect this assumption. Note that they therefore differ slightly from the capital expenditures listed by item in the inventory of capital costs presented elsewhere in this report, which identifies costs as if they were cash-financed to allow for a straightforward comparison of City and Developer/MMD costs. OPERATING AND CAPITAL EXPENDITURE PROJECTIONS Operating and capital expenditure results are provided in this section based on the expenditure methodologies discussed above. For operating expenditure projections, 40-year cumulative totals are shown. Public Safety expenditures account for the majority of costs. Shown in Figure 42, Transportation costs account for just 1 percent of total General Fund expense s attributable to Hunter/Cole Ranch. The majority of operating and major road maintenance costs resulting from the projected increase in City-maintained lane miles are within the Street Improvement Fund. Figure 42. Operating Expenditure Projections Capital results for General Fund departments are shown below in Figure 43. Note that “Public Works ,” as referenced in this FIA, includes Fleet Maintenance & Fuel and Facilities Management. Fleet and Facilities expenditures represent a large share of General Fund-financed capital expenses, in part because the City is responsible for funding these capital improvements , whereas capital expenditures in other departments are at least partially funded by the developer or MMD . Cumulative Ope rating Expe nditure s (x$1 ,0 0 0 ) Ci ty of De nton's Fisc al Impac t Mode l Admi ni strat i ve & Communi t y Servi ces $2 4 9 ,5 2 5 2 4 % Nei ghborhood Servi ces $1 6 7 ,2 7 5 1 6 % Publ i c Safety $6 1 1 ,4 3 8 5 9 % Transport at i on $1 4 ,4 7 0 1 % SUBTOTAL GENERAL FUND EXPS $1 ,0 4 2 ,7 0 8 1 0 0 % SUBTOTAL STREET IM PROV EM ENT FUND EXPS $9 2 ,3 5 3 GRA ND TOTA L OPERATING EXPS $1 ,1 3 5 ,0 6 1 AV ERA GE A NNUAL EXPS $2 8 ,3 7 7 Cumulative Expe nditure s Cate gory % Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 61 Another reason Fleet and Facilities expenditures are heavily impacted by growth is because these departments are already near capacity in terms of both space and staffing . Moreover, Hunter/Cole Ranch is not proximate to the existing service center, which houses Fleet Maintenance and Facilities Management. It is therefore assumed the City will need to develop a service center to accommodate the expansion of these two departments . Figure 43. Summary of Non-Utility Capital Costs Utility capital costs are shown below. Water and Wastewater City capital expenditures are provided by the City through the enterprise fund and reflect system-level improvements necessary to serve Hunter/Cole Ranch developments. Electric and Solid Waste City c apital expenditures are based on short-term capital improvement plans for capacity improvements and projected based on growth from Hunter/Cole Ranch. Figure 44. Summary of Utility Fund Capital Costs Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 62 B ASE Y EAR D EMOGRAPHIC E STIMATES The table below summarizes estimates of the base year population, housing units, employment, nonresidential space, and facility factors in the City of Denton. These estimated values serve as t he basis for the fiscal impact analysis and are used to determine the cost and revenue factors used in the analysis. Figure 45. Base Year Input Data Base Year->2024 Population[1]POPULATI ON 154,389 POP AND JOBS 218,796 Housing Units by Type [2]SI NGLE FAMI LY 40,074 MULTI FAM ILY 25,345 TOTAL UNI TS 65,419 Jobs by Type [1]RETAIL JO BS 17,588 OFFI CE JO BS 12,860 I NDUSTRI AL JOBS 11,034 I NSTI TUTI ONAL JO BS 22,925 TOTAL JO BS 64,407 NonR esidential Floor Ar ea RETAIL S F 8,283,948 (S F = Square F eet)OFFI CE S F 4,179,500 I NDUSTRI AL SF 9,533,376 I NSTI TUTI ONAL S F 7,037,975 TOTAL NR S F 29,034,799 Vehicle Tr ips [3]RES I DENTIAL TRI PS 300,708 NO NRES TRI PS 178,037 VEHI CLE TRI PS 478,745 APPENDIX A . DEMOGRAPHIC & DATA ASSUMPTIONS Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 63 POPULATION AND JOB FACTORS Household size is used to project population over th e planning horizon; e mployees per acre of nonresidential space are used to project future employment. Per direction from City of Denton staff, we utilized the following assumptions. ▪ Single Family : 3.2 Persons per Household ▪ Multifamily : 2.5 Persons per Hous ehold ▪ Nonresidential Employees per Acre: 18 Employees per Acre V EHICLE T RIPS Vehicle trips are used to project some operating and capital expenditures in the fiscal impact analysis. Average Weekday Vehicle Trip Ends by type of development (or trip generation rates) are from the reference manual , Trip Generation, 11TH Edition, published by the Institute of Transportation Engineers (ITE), in 20 21. A “trip end” represents a vehicle either entering or exiting a development (as if a traffic counter were placed across a driveway). Trip rates have been adjusted to avoid overestimating the number of actual trips because one vehicle trip is counted in the trip rates of both the origination and destination points. RESIDENTIAL VEHICLE TRIPS Vehicle trip generation for residential land uses are calculated by using ITE’s average daily trip end rates and a trip adjustment factor customized for the City of Denton . A vehicle trip end is the out-bound or in -bound leg of a vehicle trip. To not double count trips, a standard 50 percent adjustment is applied to trip ends to calculate a vehicle trip. For example, the out-bound trip from a person’s home to work is attributed to the housing unit and the trip from work back home is attributed to the employer. However, an additional adjustment is necessary to capture City residents’ work bound trips that are outside of the City. The trip adjustment factor includes two components. According to the National Household Travel Survey, home-based work trips are typically 31 percent of out-bound trips (which are 50 percent of all trip ends). Also, utilizing the most recent data from the Census Bureau's web application "OnTheMap ,” 73 percent of Denton workers travel outside the City for work. In combination, these factors account for 11 percent of additional production trips (0.31 x 0.50 x 0.7 3 = 0.11 ). Shown in Figure 46 t he total adjustment factor for residential housing units includes attraction trips (50 percent of trip ends) plus the journey -to -work commuting adjustment (11 percent of production trips) for a total of 61 percent. Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 64 Figure 46. Trip Adjustment Factor for Commuters NONRESIDENTIAL VEHICLE TRIPS Vehicle trip generation for nonresidential land uses are calculated by using ITE’s average dai ly trip end rates and adjustment factors found in their recently published 10 th edition of Trip Generation . To estimate the trip generation in the City of Denton the weekday trip end per 1,000 square feet factors highlighted in Figure 47 are used. Figure 47. Trip Generation Factors Employ ed Denton Residents (2021)67,613 Denton Residents Work ing in the City (2021)18,560 Denton Residents Commuting Outside of the City for Wor k 49,053 Percent Commuting out of the City 73% Additional Pr oduction Tr ips 11% S tandar d Tr ip Adjustment Factor 50% Residential Tr ip Adjustment Factor 61% S ource: U.S. Census, OnTheMap Application, 2021 ITE Demand Wkdy Trip Ends Wk dy Trip Ends Emp Per Sq F t Code Unit Per Dmd Unit1 Per Employ ee1 Dmd Unit Per Emp 110 Light Industrial 1,000 S q Ft 4.87 3.10 1.57 637 130 Industrial Park 1,000 S q Ft 3.37 2.91 1.16 864 140 M anufacturing 1,000 S q Ft 4.75 2.51 1.89 528 150 Warehousing 1,000 S q Ft 1.71 5.05 0.34 2,953 254 Assisted Liv ing bed 2.60 4.24 0.61 na 254 Assisted Liv ing 1,000 S q Ft 4.19 4.24 0.99 1,012 310 Hotel room 7.99 14.34 0.56 na 320 M otel room 3.35 25.17 0.13 na 520 Elementary School student 2.27 22.50 0.10 na 525 High School student 1.94 21.95 0.09 na 540 Community College student 1.15 14.61 0.08 na 550 Univ ersity/College student 1.56 8.89 0.18 na 565 Day Care student 4.09 21.38 0.19 na 610 Hospital 1,000 S q Ft 10.77 3.77 2.86 350 620 Nursing Home bed 3.06 3.31 0.92 na 710 General Office (avg size)1,000 S q Ft 10.84 3.33 3.26 307 720 M edical-Dental Office 1,000 S q Ft 36.00 8.71 4.13 242 730 Gov ernment Office 1,000 S q Ft 22.59 7.45 3.03 330 750 O ffice Park 1,000 S q Ft 11.07 3.54 3.13 320 760 Research & Dev Center 1,000 S q Ft 11.08 3.37 3.29 304 770 Business Park 1,000 S q Ft 12.44 4.04 3.08 325 820 Shopping Center (avg size)1,000 S q Ft 37.01 17.42 2.12 471 1. Trip Generation, I nstitute of Transportation Engineers, 11th Edition (2021). Land Use / Size Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 65 A simple factor of 50 percent is applied to the Office, Industrial , and Institutional land use s. The Retail category has a trip factor of 33 percent because this type of development attracts vehicles as they pass-by on arterial and collector roads. For example, when someone stops at a convenience store on their way home from work, the convenience s tore is not their primary destination. BASE YEAR VEHICLE TRIP TOTALS Trip rates and adjustment factors are shown in the figure. Using trips generated from single family units as an example, the formula is as follows: 40,074 units x 9.43 vehicle trips per unit x 61% adjustment = 230,518. As shown in Figure 48, residential development accounts for an estimated 63 percent of total daily trips and nonresidential development accounts for an additional 37 percent. Figure 48. Vehicle Trips VEHICLE TRIPS DATA INPUT AREA Vehicle Trips on an Average Weekday Residential Units Assumptions Single Family 40,074 M ultifamily 25,345 Average Week day Vehicles Trip Ends Per Unit**Wkdy Trip Ends Trip Factors Single Family 9.43 61% M ultifamily 4.54 61% Residential Vehicle Trip Ends on an Average Weekday Single Family 230,518 M ultifamily 70,190 TOTAL RESIDENTIAL TRIPS 300,708 63% Nonresidential Vehicle Tr ips on an Aver age Weekday Nonresidential Gross Floor Area (1,000 sq. ft.)*Assumptions Retail 8,284 Office 4,180 Industrial 9,533 Institutional 7,038 Average Weekday Vehicle Trip Ends per 1,000 Sq. Ft.**Trip Factors Retail 37.01 33% Office 10.84 50% Industrial 3.37 50% Institutional***10.84 50% Nonresidential Vehicle Tr ips on an Aver age Weekday Retail 101,174 Office 22,653 Industrial 16,064 Institutional 38,146 TOTAL N ON RESIDEN TIAL TRIPS 178,037 37% TOTAL TRIPS 478,745 100% *Floor area estimates are derived from employ ment figures provided by the City of Denton. **Trip rates are from the Institute of Transportation Engineers (ITE) Trip Generation M anual (2021) ***Assumes trip rate of the av erage office. Wk dy Trip Ends Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 66 F UNCTIONAL P OPULATION Both residential and nonresidential developments increase the demand on City services and facilities. To calculate the proportional share between residential and nonresidential demand on service and facilities, a functional population approach is used. The functional population approach allocates the cost of the facilities to residential and nonresidential development based on the activity of residents and workers in the City through the 24 hours in a day. Residents that do not work are assigned 20 hours per day to residential development and 4 hours per day to nonresidential development (annualized averages). Residents that work in the City of Denton are assigned 14 hours to residential development and 10 hours to nonresidential development. Residents that work outside the City are assigned 14 hours to residential development, the remaining hours in the day are assumed to be spent outside of the City working. Inflow commuters are assigned 10 hours to nonresidential development. Based on 2021 functional population data, residential development accounts for 72 percent of the functional population, while nonresidential development accounts for 28 percent, see Figure 49. Figure 49. City of Denton Functional Population Demand Person Pr oportionate Residential Hour s/Day Hours Shar e Estimated Residents 140,758 Residents Not Work ing 73,145 20 1,462,900 Workers Liv ing in City 67,613 Residents Work ing in City 18,560 14 259,840 Residents Work ing outside of City 49,053 14 686,742 Residential Subtotal 2,409,482 72% Nonr esidential Residents Not Work ing 73,145 Jobs Located in City 65,709 4 262,836 Residents Work ing in City 18,560 10 185,600 Non-Resident Workers 47,149 10 471,490 Nonresidential Subtotal 919,926 28% TOTAL 3,329,408 100% Source: U.S . Census, O nTheM ap Application, 2021 Demand U nits in 2021 Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 67 P OLICE C ALLS FOR S ERVICE A custom methodology is used to allocate police costs based on an analysis of calls for service in the City of Denton. As shown in Figure 49, 72 percent of the functional population in the City is attributed to residential land uses and 2 8 percent of the functional population is attributed to nonresidential land uses. These factors are used to allocate costs to residential and nonresidential land uses. This percentage split is used to allocate the total police calls . To project future police calls for service from new development, the above data is used to determine a call per perso n and call per nonresidential trip. This methodology seeks to capture demand for services from both residential and nonresidential development. Since specific records on calls for service by type of nonresidential land use is not available, vehicle trips b y type of nonresidential land use are utilized as a realistic proxy. This methodology reflects that the greatest number of calls for service on a per square foot basis. If calls for service were allocated on a per employee basis, office uses would generate the greatest number of calls due to its high employment density, which is contrary to actual experience. Shown in Figure 50, to find the residential police demand factor, City population is applied to residential calls for service to derive a level of service of 0.5424 calls per person. The number of nonresidential vehicle trips is applied to nonresidential calls for service to derive a level of service of 0.1829 calls per nonresidential trip. These factors are then applied to projected population and nonresidential vehicle trips from growth to project new police calls for service. Figure 50. Police Service Call Demand Factors Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 68 F IRE C ALLS FOR S ERVICE As shown in Figure 51, in 2023, the Fire Department received an estimated 22,023 calls for service. Of the total, 72 percent are attributed to residential development and 28 percent are attributed to nonresidential development using the functional population approach . To project future Fire calls for service from new development, the data is used to determine a call per person and call per nonresidential trip. This methodology seeks to capture demand for services fr om both residential and nonresidential development. Since specific records on calls for service by type of nonresidential land use is not available, vehicle trips by type of nonresidential land use are utilized as a realistic proxy. This methodology reflec ts that the greatest number of calls for service on a per square foot basis. If calls for service were allocated on a per employee basis, office uses would generate the greatest number of calls due to its high employment density, which is contrary to actual experience. Residential level of service of .1027 calls per capita is derived by dividing FY2023 fire/rescue calls for service allocated to residential development (15,857) by the City’s population estimate. The number of nonresidential vehicle trips is applied to the total nonresidential calls for service to derive a level of service of 0.0346 calls per nonresidential trip. These factors are then applied to projected population and nonresidential vehicle trips in each growth scenario to project new fire calls for service. Figure 51. Fire Department Demand Factors Fiscal Impact Analysis of Hunter and Cole Ranch Developments The City of Denton, TX 69 Fiscal Impact Analysis of Hunter/Cole Ranch Municipal Management Districts Fiscal Impact Analysis Report City of Denton, Texas Prepared for: The City of Denton Final Report February 14th, 2020 4701 Sangamore Road, Suite S240 Bethesda, MD 301.320.6900 www.tischlerbise.com Fiscal Impact Analysis Report The City of Denton, TX i Fiscal Impact Analysis Report The City of Denton, TX ii TABLE OF CONTENTS I. Executive Summary ....................................................................................................................... 1 Development Program .................................................................................................................. 2 Summary of Fiscal Impact Results ................................................................................................. 3 Utility Funds .............................................................................................................................. 7 Overall Results .........................................................................................................................14 Key Findings & Conclusions ..........................................................................................................15 General, Debt Service, and Special Revenue Funds ...................................................................15 Utility Funds .............................................................................................................................16 II. Major Assumptions & Methodologies ..........................................................................................18 Overview of Methodology ...........................................................................................................18 General Approach ....................................................................................................................18 Key Assumptions ..........................................................................................................................20 Fiscal Year 2019 Budget ............................................................................................................20 Variable versus Fixed Costs and Revenues ................................................................................21 Levels of Service .......................................................................................................................21 Inflation Rate ...........................................................................................................................21 Enterprise Funds ......................................................................................................................22 Non-Fiscal Evaluations ..............................................................................................................22 Development Program .................................................................................................................23 III. Fiscal Impact Analysis Results .....................................................................................................25 Annual Net Fiscal Impacts ............................................................................................................26 Cumulative Net Fiscal Impacts ..................................................................................................30 Utility Funds .............................................................................................................................32 Key Findings & Conclusions ..........................................................................................................39 General, Debt Service, and Special Revenue Funds ...................................................................39 Utility Funds .............................................................................................................................40 Overall Results .........................................................................................................................41 IV. Revenue and Expenditure Detail .................................................................................................42 Fiscal Impact Analysis Report The City of Denton, TX iii Revenue Methodologies ..............................................................................................................42 General Fund Revenues ............................................................................................................42 General Debt Service Fund .......................................................................................................47 Special Revenue Funds .............................................................................................................47 Utility Funds .............................................................................................................................49 Revenue Outputs .........................................................................................................................53 Revenue Projections .................................................................................................................53 Operating Expenditure Methodologies ........................................................................................55 General and Special Revenue Funds .........................................................................................55 Utility Fund Operating Expenditures .........................................................................................59 Capital Expenditure Methodologies .............................................................................................60 General Government Facilities .................................................................................................60 Parks and Recreation ................................................................................................................61 Transportation .........................................................................................................................61 Police .......................................................................................................................................62 Fire and EMS ............................................................................................................................62 Library......................................................................................................................................62 Service Station Annex ...............................................................................................................63 Expenditure Outputs ....................................................................................................................64 Operating and Capital Expenditure Projections ........................................................................64 Appendix A. Demographic & Data Assumptions ...............................................................................67 Base Year Demographic Estimates ................................................................................................67 Population and Job Factors .......................................................................................................69 Vehicle Trips ................................................................................................................................70 Residential Vehicle Trips ...........................................................................................................70 Nonresidential Vehicle Trips .....................................................................................................71 Base Year Vehicle Trip Totals .....................................................................................................72 Functional Population ..................................................................................................................73 Police Calls for Service .................................................................................................................74 Fire Calls for Service.....................................................................................................................75 Fiscal Impact Analysis Report The City of Denton, TX iv Table of Figures Figure 1. Development Scenario ....................................................................................................... 2 Figure 2. Annual Net Fiscal Impact 2019 -2059 .................................................................................. 3 Figure 3. Summary of 40 -Year Cumulative Fiscal Impacts to City of Denton ....................................... 4 Figure 4. Annual Operating & Capital Expenditures Compared to Revenues ...................................... 5 Figure 5. Capital Facilities and Expenditure Inventory (General, Special, and Debt Service Funds) ..... 6 Figure 6. Cumulative 40 -Year Net Fiscal Impact by Utility Fund (1,000s) ............................................ 7 Figure 7. Capital Facilities and Expenditure Inventory (Utility Funds) ................................................ 9 Figure 8. Water Fund Operating & Capital Expenses Compared to Revenues ....................................10 Figure 9. Wastewater Fund Operating & Capital Expenses Compared to Revenues ...........................11 Figure 10. Solid Waste Fund Operating & Capital Expenses Compared to Revenues .........................12 Figure 11. Electric Fund Operating & Capital Expenses Compared to Re venue .................................13 Figure 12. Operating and Capital Expenditures Compared to Revenues for Funds Analyzed Combined ........................................................................................................................................................14 Figure 13. Development Scenario ....................................................................................................23 Figure 14. Annual Net Fiscal Impact 2019 -2059 ...............................................................................26 Figure 15. Annual Operating & Capital Expenditures Compa red to Revenues ...................................28 Figure 16. Capital Facilities and Expenditure Inventory (General, Special, and Debt Service Funds) ..29 Figure 17. Summary of 40 -Year Cumulative Fiscal Impacts to City of Denton ....................................30 Figure 18. 40-Year Cumulative Revenues and Expenditures: General and Debt Service Funds ..........31 Figure 19. Cumulative 40 -Year Net Fiscal Impact by Utility Fund (1,000s) .........................................32 Figure 20. Capital Facilitie s and Expenditure Inventory (Utility Funds) .............................................34 Figure 21. Water Fund Operating & Capital Expenses Compared to Revenues ..................................35 Figure 22. Wastewater Fund Operating & Capital Expenses Compared to Revenues .........................36 Figure 23. Solid Waste Fund Operating & Capital Expenses Compared to Revenues .........................37 Figure 24. Electric Fund Operating & Capital Expenses Compared to Revenue .................................38 Figure 25. Operating and Capital Expenditures Compared to Revenues for Funds Analyzed Combined ........................................................................................................................................................41 Figure 26. General Fund Revenues ...................................................................................................43 Figure 27. Sales Tax per Square Foot ................................................................................................45 Figure 28. Assessed Value by Land Use Type ....................................................................................45 Figure 29. General Debt Service Fund ..............................................................................................47 Figure 30. Street Improvement Fund ...............................................................................................48 Figure 31. Roadway Impact Fee Assumptions ...................................................................................48 Figure 32. Utility Fund Revenue Projection Methodology ................................................................49 Figure 33. Water and Wastewater Billing Assumptions .....................................................................50 Figure 34. Water and Wastewater Impact Fee Assumptions .............................................................51 Figure 35. Utility Fund Revenue Projection Methodology ................................................................52 Fiscal Impact Analysis Report The City of Denton, TX v Figure 36. Solid Waste Fund Revenue Projection Methodology ........................................................52 Figure 37. 40-Year Revenue Totals for all Non -Utility Funds ..............................................................53 Figure 38. Revenue Totals and Annual Average for Utility Funds ......................................................54 Figure 39. General and Special Revenue Operating Expenditures Approach .....................................56 Figure 40. City Maintained Parks and Recreation Facilities for Operating Expense Projections .........57 Figure 41. Utility Funds Operating Expenditures Approach ..............................................................59 Figure 42. O perating Expenditure Projections ..................................................................................64 Figure 43. Summary of Non -Utility Capital Costs ..............................................................................65 Figure 44. Summary of Utility Fund Capital Costs .............................................................................65 Figure 45. Base Year Input Data .......................................................................................................68 Figure 46. Trip Adjustment Factor for Commuters ............................................................................70 Figure 47. Trip Generation Factors ...................................................................................................71 Figure 48. Vehicle Trips ....................................................................................................................72 Figure 49. City of Denton Functional Population ..............................................................................73 Figure 50. Police Service Call Demand Factors .................................................................................74 Figure 51. Fire Department Demand Factors ....................................................................................75 Fiscal Impact Analysis Report The City of Denton, TX vi [PAGE INTENTIONALLY LEFT BLANK] Fiscal Impact Analysis Report The City of Denton, TX 1 I . EXECUTIVE SUMMARY The purpose of this Fiscal Impact Analysis (“FIA”) is to provide information to the City of Denton related to the fiscal impact of the proposed Hunter Ranch and Cole Ranch Municipal Management Districts (“Hunter/Cole MMD” or “Hunter/Cole Ranch”). An FIA determines whether revenues generated by development are sufficient to cover the costs resulting from that development — specifically, those costs a ssociated with maintaining current levels of service given the additional service and facility demands that growth places on a jurisdiction . The City of Denton has been in discussions with Hillwood and Stratford Land (“the developers” or “development team”) regarding the development of Hunter Ranch and Cole Ranch on a 6,340-acre area to the Southwest of the city’s downtown since 2008. In February 2019 the City passed a resolution of support for the formation and operation of the Hunter Ranch and Cole Ranch Municipal Management Districts. Municipal Management Districts (“MMDs”) are special tax assessment districts and political subdivisions of the State of Texas. MMDs may levy taxes and issue bonds in order to provide the infrastructure needed to serve raw l and development. As development progresses, the Management District can then provide supplemental services and improvements . Hunter/Cole Ranch has the potential to significantly expand the City of Denton’s economic base and municipal tax base. As an MMD, it also has the authority and revenue raising tools to self-fund a portion of the improvement projects needed to serve the development proposed as well as some of the ongoing expenses associated with maintaining those improvements. The City of Denton is currently evaluating the impact of the proposed projec t and negotiating terms of approval with the development team. TischlerBise is one of several consulting firms working with the City to inform this decision-making process. TischlerBise’s role was to ca lculate the net fiscal impact of the proposed Hunter/Cole Ranch development to the City ’s general operating and debt service funds, the Roadway Impact Fee Fund, and the Street Improvement Fund. Additionally, we examined the fiscal impact to the City’s Utility Funds to provide the City with cost and revenue projections for use in its own rate analys es. The City of Denton owns and operates the electric, water, wastewater, and solid waste utilities that would serve Hunter/Cole Ranch. This report describes our approach and methodology, presents our findings, and discusses their significance . Fiscal Impact Analysis Report The City of Denton, TX 2 D EVELOPMENT P ROGRAM The Hunter Ranch and Cole Ranch developments propose a mix of uses and industries across 6,340 acres of undeveloped land. The City of Denton provided us with the developers’ baseline build-out scenario for residential units and commercial and industrial acreage. We derived estimat es for the other key indicators from federal and local governmental sources. Figure 1 below presents the development scenario for Hunter/Cole Ranch in cumulative 10 -year increments. Figure 1 . Development Scenario Development Scenario Summary Cumulative Growth: 2019 - 2059, 10 year increments City of Denton, Texas - Hunter and Cole Ranch FIA EXISTING Year 10 Year 20 Year 30 Year 40 2019 2029 2039 2049 2059 POPULATION 134,460 11,600 40,800 55,805 55,805 % growth from existing 9%30%42%42% RESIDENTIAL LOTS NA 3,600 9,600 12,400 12,400 SINGLE FAMILY 30,450 3,000 9,000 12,400 12,400 MULTIFAMILY 19,190 800 4,800 6,450 6,450 TOTAL UNITS 49,640 3,800 13,800 18,850 18,850 % growth from existing 7.7%27.8%38.0%38.0% NONRESIDENTIAL ACRES NA 71 486 741 741 RETAIL SF 5,470,258 137,214 1,692,306 2,957,724 2,957,724 OFFICE SF 6,429,066 137,214 1,692,306 2,957,724 2,957,724 INDUSTRIAL SF 13,619,179 585,446 2,536,934 3,122,381 3,122,381 INSTIT SF 4,529,955 0 0 0 0 TOTAL NR DEVELOPMENT (SF)30,048,460 859,874 5,921,546 9,037,829 9,037,829 % growth from existing 3%20%30%30% RETAIL JOBS 12,818 203 2,498 4,365 4,365 OFFICE JOBS 19,782 203 2,498 4,365 4,365 INDUSTRIAL JOBS 15,772 864 3,744 4,608 4,608 TOTAL JOBS 48,372 1,269 8,739 13,338 13,338 % growth from existing 2.6%18.1%27.6%27.6% Source: City of Denton; U.S. Census American Community Survey, 2015 - 2017 estimates; ITE 10th Edition (2017). Fiscal Impact Analysis Report The City of Denton, TX 3 S UMMARY OF F ISCAL I MPACT R ESULTS The fiscal impacts of growth are shown below in the following figures. Net fiscal results are revenues minus costs in each year , reflecting operating and capital costs for all services modeled . Data points above the $0 line represent annual surpluses; points below the $0 line represent annual deficits. Surpluses in any one year are not carried forward to the next year. Figure 2 . Annual Net Fiscal Impact 2019 -2059 Fiscal Impact Analysis Report The City of Denton, TX 4 The cumulative totals shown below reflect total revenues and expenditures over the 40-year time frame. As shown, there is a cumulative positive fiscal impact for the funds analyzed, with the exception of the Roadway Impact Fee Fun d for which the fiscal impact is essentially neutral . It should be note d that this analysis projects roadway impact fee revenues based on the conceptual phase development program and impact fee rates from the City of Denton’s 2015 Roadway Impact Fee Study ; costs are projected separately based on the projected increase in transportation demand .1 In practice, roadway impact fee rates are likely to be adjusted periodically to reflect changes to growth and the Roadway Capital Improvement Plan . The MMD will also contribute revenue from a Contract Tax as outlined in the Operating Agreement to assist in funding impact fee -eligible projects. Figure 3 . Summary of 40 -Year Cumulative Fiscal Impacts to City of Denton For further detail, operating and capital impacts are separated in the following figure. 1 The 2015 City of Denton Impact Fee Schedule provides distinct impact fee rates to a detailed inventory of potential land uses. The conceptual phase build -out projections have not yet identified land uses to the level of detail needed to assign applicable impact fee rates to specific land uses. For example—supermarkets and department stores both fall into the “Retail” land use category. Per the 2015 Roadway Impact Fee Schedule, impact fees for “Supermarket” (ITE Land Use Code 850) are collected at the rate of $5,204.04 per 1,000 SF, compared to a collection rate of $1,123 .46 per 1,000 SF for “Department Store” (ITE Land Use Code 875). The difference in these rates is related to the level of demand each land use is expected to place on roadway infrastructure. The FIA used the ITE Trip Generation Rate for Land Use Code 810 (“Shopping Center”) for Retail, which reflects travel demand for an average Retail land use. “General Office Building” or ITE Land Use Code 710 was utilized for Office, which is likewise the closest approximation to an average Office land use in terms of t rip generation. Cumulative Fiscal Impact (x$1,000s) City of Denton - Fiscal Impact Analysis General Fund $1,148,231 70%$867,704 77%$280,528 Debt Service Fund $335,073 21%$142,035 13%$193,038 Special Revenue: Street Improvement Fund $96,975 6%$69,372 6%$27,603 Special Revenue: Roadway Impact Fee Fund $49,008 3%$51,657 5%($2,648) TOTAL $1,629,288 100%$1,130,768 100%$498,520 Net Fiscal Impact CATEGORY Cumulative Revenues %Cumulative Expenditures % Fiscal Impact Analysis Report The City of Denton, TX 5 Figure 4 . Annual Operating & Capital Expenditures Compared to Revenues As a development-finance tool, Municipal Management Districts allow private property owners to access low-interest financing for public infrastructure projects. The development team and the City of Denton have identified improvement projects required to serve the Hunter/Cole Ranch Master Planned Community that will be financed by the MMD or the developer. The table below inventories the infrastructure projects and other capital investments triggered by the proposed development of Hunter/Cole Ranch. Capital costs are categorized as either “City Funded” or “MMD/Developer Funded.” Only those projects required to maintain current levels of service are identified here —planned investments in private amenities for the exclusive use of Hunter/Cole Ranch MMD residents are excluded from this analysis and from the list below. Non-utility capital projects and costs are allocated to the City of Denton and the MMD/Developer in the detailed capital project inventory depicted in Figure 5 on the following page. The methodology underlying these projections and cost assumptions is discussed in detail in the Revenue and Expenditure Methodology Chapter of the report. Fiscal Impact Analysis Report The City of Denton, TX 6 Figure 5 . Capital Facilities and Expenditure Inventory (General, Special, and Debt Service Funds) Non-Utility Capital Facilities and Allocation of Costs ($1,000s) Fiscal Impact Analysis - Denton, TX DEPARTMENT - Facility Quantity Total Square Footage Total City of Denton MMD / Developer Parks and Recreation* Recreation Center Building 1 70,000 $11,900 $11,900 $0 Hunter Ranch City Park (54 acres)1 2,352,240 $12,493 $8,534 $3,959 Cole Ranch City Park (50 acres)1 2,178,000 $11,861 $7,902 $3,959 Neighborhood Parks (5 acres ea)4 653,400 $4,214 $0 $4,214 Pocket Parks / Dog Parks (2 acres ea)30 2,613,600 $3,000 $0 $3,000 Regional Trails 23 miles 1,212,275 $11,537 $0 $11,537 Community Trails 35 miles 1,112,958 $13,860 $0 $13,860 Parks & Rec Department - Vehicles 24 -$864 $864 $0 Parks & Rec Department - Service Station Annex 1 10,684 $1,537 $1,537 $41 Parks & Rec Department - Parking 1 10,667 $480 $480 $41 Facilities - Service Station Annex 1 45,652 $8,394 $8,394 $176 Facilities - Vehicles and Equipment 24 -$523 $523 $0 Fleet - Service Station Annex 1 186,474 $13,910 $13,193 $718 Fleet - Vehicles and Equipment 150 -$2,700 $2,700 $0 General Government - Administrative Space -67,913 $11,142 $11,142 $0 General Government - Vehicles 38 -$1,140 $1,140 $0 On-Site and Regional Roadway Projects 4 --$241,157 $0 $241,157 Systemwide Improvements 5 --$40,116 $40,116 $0 Streets - Vehicles 53 -$3,028 $3,028 $0 Streets - Service Station -61,765 $4,561 $4,324 $238 Lakes / Dams/ Spillways etc. TBD $37,800 $0 $37,800 Police - Substation 20,630 -$5,000 $0 $5,000 Police - Patrol Vehicles 109 -$4,711 $4,711 $0 Fire - Fire Substation*^^2 15,721 $9,670 $4,670 $5,000 Fire - Fire Engines / Ladder Trucks 8 -$6,975 $6,975 $0 Fire - Vehicles 32 -$7,360 $7,360 $0 Library^1 21,516 $4,564 $4,564 $0 345 vehicles / 24 lane miles TOTAL: $500,026 $168,866 $331,593 ^ Library cost estimate includes opening day collection materials. *Developer contribution towards City Parks of $3,950,000 provided by City of Denton 01/16/2020 General Notes: [1] Cost estimates represent the initial purchase and, for vehicles and equipment, replacement costs. [2] Debt financing expenses are not included. [3] 50 percent of Service Station Annex costs identified in Quorum report are attributable to Hunter/Cole Ranch. [4] Costs reflect the specific project cost estimates identified in February 12, 2020 version of Cole and Hunter Ranch Developments Travel Demand Model Report submitted by HDR Engineering, Inc. ^^ Fire Substation is the second of two substations triggered by the development; the first will be funded by the developer. Fleet & Facilities Management General Government Library Police Transportation Fire and EMS [5] Costs reflect projected growth in system-level transportation demand over the analysis' study period. Capital Costs ($1,000s) Fiscal Impact Analysis Report The City of Denton, TX 7 UTILITY FUNDS Utility Funds were included in our analysis at the request of the City of Denton to evaluate whether the income generated from new customers and users would cover the costs required to provide service to the MMD while maintaining existing levels of service throughout the city. CUMULATIVE FISCAL IMPACT FOR UTILITY FUNDS As depicted in the figure below, the net fiscal impact of the MMD is positive across all utility funds. Capital Expenditures include utility infrastructure projects, as well as capital equipment and vehicles. A detailed inventory of capital expenditures is presented in Figure 7. Figure 6 . Cumulative 40 -Year Net Fiscal Impact by Utility Fund (1,000s) 40-Year Net Cumulative Impact - Utilty Funds City of Denton - Fiscal Impact Analysis Electric Fund* Operating Revenues $966,695 Operating Expenditures $565,517 Capital Expenditures $115,077 NET CUMULATIVE IMPACT $286,102 Water Fund Operating Revenues $389,015 Impact Fee Revenues $153,035 Operating Expenditures $238,853 Capital Expenditures $241,963 NET CUMULATIVE IMPACT $61,235 Wastewater Fund Operating Revenues $279,736 Impact Fee Revenues $144,469 Operating Expenditures $196,973 Capital Expenditures $226,743 NET CUMULATIVE IMPACT $490 Solid Waste Revenues $304,055 Operating Expenditures $246,914 Capital Expenditures $36,378 NET CUMULATIVE IMPACT $20,763 *Electric Fund projections provided by City of Denton. Fiscal Impact Analysis Report The City of Denton, TX 8 The table below inventories the utility infrastructure projects and other capital investments triggered by Hunter/Cole Ranch. Capital costs are categorized as either “City Funded” or “MMD/Developer Funded.” Note that replacement facilities and major maintenance are not included in the capital costs presented below. Facilities needed to serve new growth are reflected. For capital improvements that are purchased —vehicles, equipment, etc., the model and fiscal results include both the initial purchase cost and the cost to replace the item after it reaches its use ful life. Fiscal Impact Analysis Report The City of Denton, TX 9 Figure 7 . Capital Facilities and Expenditure Inventory (Utility Funds) Utility Funds - Capital Facilities and Expense Allocation ($1,000s) Fiscal Impact Analysis - Denton, TX FUND - Facility Quantity or Square Footage Total City of Denton MMD / Developer Water Fund CIP Projects per FNI Report**19 projects $224,641 $153,035 $71,607 Service Station Annex 17,902 $1,969 $1,900 $69 Vehicles 24 $987 $987 $0 Wastewater Fund CIP Projects per FNI Report***15 projects $232,016 $144,469 $87,547 Service Station Annex 11,264 $1,282 $1,239 $43 Vehicles 21 $924 $924 $0 Solid Waste Fund Materials Recovery Facility 37,500 $3,144 $3,000 $144 Transfer Station 25,000 $6,975 $6,075 $900 Bulk Drop Off Facilities & Weigh Station 4,159 $1,788 $1,772 $16 Administrative Space 2,900 $649 $638 $11 Solid Waste Haulers / Commercial Trucks 38 $5,510 $5,510 $0 Roadway to Transfer Station 25,725 $660 $561 $99 Vehicle Maneuvering 65,000 $705 $455 $250 Electric Fund* Substation 1 $18,077 $18,077 $0 Distribution Lines (Cost to Serve)NA*$38,147 $38,147 $0 Main Feeder Circuits NA*$41,357 $41,357 $0 Vehicles 37 $2,250 $2,250 $0 Lighting NA*$12,177 $0 $12,177 Administrative / Shop Space 40,960 $10,350 $10,192 $158 TOTAL: $603,611 $430,589 $173,022 Source: Quorum; TischlerBise; City of Denton; FNI *Cost estimates for total distribution lines and feeder circuits provided by DME. General Notes: [1] Cost estimates represent the initial purchase and, for vehicles and equipment, replacement costs. [2] Debt financing expenses are not included. [3] 50 percent of Service Station Annex square footage identified in Quorum Analysis (Jan 16, 2020) is attributable to Hunter/Cole Ranch. [4] Per the Hunter-Cole Development Analysis submitted by FNI on Feb 7, 2020, total CIP Projects for Water and Wastewater Funds equal $328,612,700 and $290,441,800 respectively (land excluded). Of these costs, $224,341,400 and $231,836,500, respectively, are a result of projected demand from the Hunter/Cole Ranch developments. The remainder is attributable to projected use by the entire system. **Developer contribution of 10 acres of land for Water Booster Pump Station, valued at $30,0000 per acre per draft Project Agreement included in addition to CIP Costs identified in FNI's Hunter-Cole Development Analysis (Feb 7, 2020) per direction from City of Denton staff. ***Includes Developer contribution of 6 acres of land for Hickory Creek Wastewater Lift Station, valued at $30,000 per acre per draft Project Agreement in addition to CIP Costs identified in FNI's Hunter-Cole Development Analysis (Feb 7, 2020) per direction from City of Denton staff. Capital Costs ($1,000s) Fiscal Impact Analysis Report The City of Denton, TX 10 The methodology and approach utilized to arrive at the capital cost projections is detailed in the Revenue and Expenditure Detail chapter of this report. NET ANNUAL FISCAL IMPACT FOR UTILITY FUNDS The annual net fiscal impact on the utility funds is prese nted in the figures that follow. Water Fund Water Fund revenues are expected to exceed operating expenditures throughout the study -period. Minor capital deficits in the amounts of approximately $172,000 and $345,000 are incurred in 2022 and 2023, respectively, as design and predevelopment expenditures for the first of three expansions to the Lake Ray Roberts Water Treatment Plant are incurred prior to the delivery of revenue - generating residential and nonresidential development. Revenues are then projected to exceed capital expenditures until 2043, as depicted in the figure below. Note that the spikes depicted in Water Fund revenues are the result of impact fees. Figure 8 . Water Fund Operating & Capital Expenses Compared to Revenues Fiscal Impact Analysis Report The City of Denton, TX 11 The capital expenditures included in this analysis are directly attributable to demand from Hunter Cole.2 For the purposes of this analysis, t hese projects are projected to be debt financed and occur between 2024 and 2039. New development, and thus imp act fee revenue begins to peak around 2039, and from 2045 -2054 annual deficits are incurred as impact fee revenue declines and then stops while debt payments for the major infrastructure projects projected in the FNI Report and developed from 2024-2039 continue. The impact fee revenue surplus accrued during the first half of the study period is projected to be sufficient to compensate for the capital deficit projected in the second half of the development period. Per conversations with City staff, the MMD will also contribute revenue fr om a Contract Tax as outlined in the Operating Agreement to assist in funding impact fee eligible Water projects. Wastewater Fund Wastewater Fund revenues are generally expected to meet or exceed operating and capital expenditures over the course of the development, as depicted in Figure 9 below. Figure 9 . Wastewater Fund Operating & Capi tal Expenses Compared to Revenues 2 The January 7 th, 2020 FNI report calculated the share of project costs attributable to Hunter Cole (based on projected Hunter/Cole demand relative to demand from the broader service area); these cost estimates were used for the fiscal impact analysis. Fiscal Impact Analysis Report The City of Denton, TX 12 The spikes in the figure above represent impact fee payments. Although the timing of impact fee payments does not directly correspond with capital costs, revenues accrued in years where impact fees exceed capital expense s cover deficits in other years. Impact-fee eligible Wastewater projects will also receive funding from the MMD’s Contract Tax as outlined in the Operating Agreement. Solid Waste Fund As depicted in the figure below, Hunter/Cole Ranch is projected to have a relatively neutral net annual fiscal impact to the City of Denton’s Solid Waste Fund for most of the study period . Deficits occur, however, from 202 5-2037. This analysis assumed that construction of the planned Mat erial Recovery Facility and Transfer Station will occur in 20 27 (included in the Service Station Annex). The minor deficits projected prior to the delivery of the Service Station Annex are due to projected capital investments in Solid Waste vehicles includ ing haulers and commercial trucks, which are needed to serve new customers. Figure 10. Solid Waste Fund Operating & Capital Expenses Compared to Revenues Fiscal Impact Analysis Report The City of Denton, TX 13 Electric Fund Electric revenues and expenses associated with Hunter Cole were provided by the City of Denton and are illustrated in terms of revenues relative to capital and operating expenditures in the figure below. Revenues are projected to exceed expenditures for each year of the study period. Figure 11. Electric Fund Operating & Capital Expenses Compared to Revenue Fiscal Impact Analysis Report The City of Denton, TX 14 OVERALL RESULTS Per direction from City of Denton staff, the figure below compares annual revenues to annual operating and capital expenditures for the funds analyzed, including ut ility funds. Note that under current City policy, utility fund revenues are restricted use and cannot be used toward any other fund’s activities. Figure 12. Operating and Capital Expenditures Compared to Revenues for Funds Analyze d Combined Fiscal Impact Analysis Report The City of Denton, TX 15 K EY F INDINGS & C ONCLUSIONS The following conclusions can be drawn from the FIA results presented in this report: GENERAL , DEBT SERVICE , AND SPECIAL REVENUE FUND S • The proposed Hunter/Cole Ranch development is projected to have a net cumulative positive fiscal impact on the City over the 40-year study period. The net positive impacts are driven primarily by sales and property tax revenue from development. This allows for the City of Denton to benefit fiscally from the development proposed. • It should be noted that, on average, the resulting annual net positive impact to the General Fund and Debt Service Fund is approximately $7.0 million, which reflects approximately 5.4 percent of the City of Denton’s Fiscal Year 2019 operating budget. • The Street Improvement Fund is funded through franchise fees including utility fund revenue surpluses (as well as non -growth-related revenues). The Street Improvement Fund’s projected cumulative surplus is partially attributable to the fact that utility fund revenues will increase as a result of Hunter/Cole Ranch. Another reason for the surplus is that although the additional roadways added to the City of Denton’s lane mile in ventory increase Street Improvement Fund operating and capital outlay costs, major capital expenditures are generally accounted for in other funds. Per conversations with City staff, this analysis assumes that roadway construction is either funded by the MMD through adjustments to the District tax rate or by future development through the Roadway Impact Fee Fund . Public works equipment and the Service Station Annex are funded out of the General Debt Service Fund. o Note that the increases in franchise fee re venue could be allocated to another fund at the City’s discretion. As discussed previously, this analysis assumed that the 10 -year policy of transferring excess franchise fee revenue to the Street Improvement Fund would continue throughout the 40 -year study period. • Demand for fire services will trigger the need to expand capital facilities during the second half of the development’s growth period, beyond the developers’ initial land and financial contributions as identified in the draft Operating Agreement . A new fire substation is triggered in 2028—to be funded up to $5 million from the developer —and a second fire substation is triggered in 2039, which is assumed as a City cost. Fiscal Impact Analysis Report The City of Denton, TX 16 • Although the projected growth in revenue is relatively significant, the Cit y should continue to plan and be prepared to expand both its facilities and operational capacity —the Hunter/Cole Ranch development is projected to be fiscally balanced in the sense that it is projected to produce enough revenue to cover its costs, but it w ill not be self-contained. Growth in population, vehicle trips, and police and fire calls, for instance, is projected to increase average annual operating expenditures to the City by approximately $21 million per year. • Overall, Hunter/Cole Ranch is project ed to generate sufficient revenue to cover both the capital and operating costs associated with meeting the additional demand it will place on City services. UTILITY FUNDS • Water and Wastewater Fund revenues cover operating expenditures throughout the 40 -year study period. Water and Wastewater impact fee revenue is sufficient to cover the development’s share of water and wastewater capital costs. • Impact fee revenue is a function of the City of Denton’s current fee schedule and projected development—to the extent that development does not keep pace with projections, impact fee revenue may fall short of projections. Because major Water and Wastewater infrastructure must be constructed prior to full build -out in order to serve new residents and businesses, the City may incur capital deficits for these funds if development does not proceed at the rate or intensity presented in the baseline scenario. To mitigate this risk, the MMD will adjust District tax rates as needed to fund the difference between impact fee revenue and the Water/Wastewater Capital Improvement Plan project costs attributable to the development. • This report assumed that the Solid Waste Service Station Annex including the Materials Recovery Facility and Transfer Station would be “front-loaded” a nd completed in one phase in 2027 per the Public Facilities report completed by Quorum Architects as a party of this analysis. This results in six years of capital deficits . To the extent possible, direct financing of recurring capital costs such as solid waste haulers , would improve the fiscal results for the Solid Waste fund. • Given the current level of detail available regarding the number and service requirements of commercial Solid Wa ste customers, however, additional analysis of the net fiscal impact of Hunter/Cole Ranch on the Solid Waste Fund should be completed as property -specific details of the development program are established. • Overall, the cumulative fiscal impact on all uti lity funds is projected to be positive. Fiscal Impact Analysis Report The City of Denton, TX 17 Fiscal Impact Analysis Report The City of Denton, TX 18 II. MAJOR ASSUMPTIONS & METHODOLOGIES O VERVIEW OF M ETHODOLOGY An FIA determines whether revenues generated by new development are sufficient to cover the costs resulting from that development—specifically, those costs associated with maintaining current levels of service given the additional service and facility demands that growth places on a jurisdiction. Levels of Service (“LOS”) reflect public services and infrastructure as currently funded and are typically expressed as a cost per demand unit. For example, maintenance of parks would be expressed as a cost per acre of parks to maintain. For the City of Denton, we analyzed the fiscal impact of the proposed Hunter/Cole Ranch development based on current citywide levels of service and any known infrastructure or service needs. GENERAL APPROACH The Fiscal Impact Analysis for the City of Denton incorporates the case study-marginal cost approach wherever possible. The case study-marginal methodology is the most realistic method for evaluating fiscal impacts. Unique demographic or other characteristics of new development are accounted for, as well as the extent to which a particular infrastructure or service operates under, over, or close to capacity. Available facility capacity determines the need for additional capital facilities and associated operating costs. Certain costs are impacted by general growth, regardless of location; these are projected using a marginal/average cost hybrid methodology that incorporates capacity and thresholds for staffing, but projects non-salary operating costs using an average cost approach. Some costs and revenues are not expected to be impacted by growth and are therefore considered fixed in this analysis. The levels of service and cost assumptions used in this analysis are based on TischlerBise’s discussions with City of Denton staff, input from the development team, and a detailed analysis of the City of Denton FY18-19 Adopted Budget and Capital Improvements Programs; City of Denton’s Roadway Impact Fee Study; the 2019 Water and Wastewater Impact Fee Study, the FY2018 Comprehensive Annual Financial Report, the Parks and Trails Master Plan, staff reports, other relevant financial and planning documents. Additionally, our national experience conducting over 800 fiscal impact analyses was beneficial. Fiscal Impact Analysis Report The City of Denton, TX 19 Our analysis also incorporated known roadway, water and wastewater utility, and public works infrastructure needs, as identified in HDR’s Travel Demand Report (Dec 10, 2019), FNI’s Hunter-Cole Water/Wastewater Impact Analysis (Feb 7, 2020), and Quorum Architects City Facility Needs Assessment Report (Jan 16, 2020). We also completed a thorough evaluation of the draft Operating Agreements between the City and the MMD, convened with City staff, and conducted background research regarding legally reimbursable costs to apportion expenses triggered by growth between the City of Denton and the MMD. The assumptions outlined in this report are utilized along with the growth projections to calculate the potential fiscal impacts to the City of Denton of the Hunter/Cole Ranch Development over a 40-year time frame. Only citywide impacts are included in this report—for instance, onsite private amenities are excluded from the analysis. To summarize, our methodological approach included the following steps. 1. Existing demand base and cost and revenue factors such as current population, housing units, employment, and nonresidential square footage were established.3 2. Current Levels of Service were identified. 3. The growth scenario to be analyzed was defined. 4. General assumptions regarding the allocation of capital projects and maintenance responsibilities to the developer versus the City of Denton were established.4 5. The fiscal impact model was designed to account the assumptions established in Steps 1-4. The results presented in this report were calculated using a customized fiscal impact model designed specifically by TischlerBise for this assignment. 3 These are detailed in Appendix A. 4 Through the MMD structure, the development team will finance a portion of the infrastructure required to maintain current levels of service; the MMD will also be responsible for the operations and maintenance of some facilities that would o therwise be publicly owned and maintained. Likewise, certain infrastructure projects funded by Hunter/Cole MMD will, upon completion, transfer to the City of Denton; for instance, with the exception of private roads, the City will ultimately be responsible for roadway maintenance (excluding right -of-way landscaping) for the majority of MMD funded lane miles. Fiscal Impact Analysis Report The City of Denton, TX 20 K EY A SSUMPTIONS FISCAL YEAR 2019 BUDGET The Fiscal Year 2019 Budget (Oct 1, 2018 – Sep 30, 2019) is used to represent a “snapshot” of the City’s current costs and levels of service. The “snapshot” approach does not attempt to speculate about how services or costs will change over time or whether current levels of service are sufficient or insufficient. Instead, it evaluates the cost implications to the City as it conducts business under the FY2019 budget. The following exceptions and assumptions should be noted: ▪ Ad Valorem Property Tax Rate: Under advisement from City of Denton staff, the FY2020 tax rate of 0.590454 was utilized to project tax reven ues. The General Fund portion is 0.385364, and the General Debt Service Obligation Fund portion is 0.20509. ▪ Police Expenditures : Base year police expenditures were adjusted upwards from the FY2019 budget by 20 percent under direction from City staff. Since adopting the FY2019 budget the City of Denton has increased appropriations for the Police Department; per the City Finance Department, this increase in funding and police levels of service is a permanent shift in policy that reflects the City’ 5 -year Strategic Plan. The upward adjustment to base year police expenditures therefore yields projections that more accurately reflect the costs associated with maintaining current levels of service under the proposed growth scenario. ▪ Franchise Fees : The City collects franchise fees from utility funds —specifically, the Water Fund, Wastewater Fund, Solid Waste Fund, and Electric Fund —among other smaller funds such as gas and cable, in an amount equal to 5 percent of gross annual revenues. FY2019 was the third ye ar of a 10-year policy to transfer all franchise fee revenue in excess of the FY2016 dollar amount to the Streets Improvement Fund, rather than directly to the General Fund. This analysis assumes that this policy remains intact throughout the study period. ▪ Revenue Surpluses and Tax Rates : Positive fiscal impacts are represented as revenue surpluses; as a Fiscal Impact Study, this analysis holds all tax rates constant throughout the 40-year term. In reality, the City of Denton will budget based according to its priorities and policies, and surpluses could translate into a potential decrease in the applicable tax rate, whereas deficits may lead to an increase in that rate. Fiscal Impact Analysis Report The City of Denton, TX 21 VARIABLE VERSUS FIXED COSTS AND REVENUES Costs and revenues that are directly attributable to Hunter/Cole Ranch are included in the fiscal analysis of the development. In all cases, some costs and revenues are not impacted by demographic changes and are assumed to be “fixed.” To determine fixed variables, TischlerBise interviewed City staff and reviewed the FY2019 budget and available supporting documentation. Examples of budget items modeled as “fixed,” or non-growth related, include: ▪ Staffing for certain leadership positions; this varies by depa rtment, but in many cases, the position of Director is held fixed as the staffing structure does not require or support multiple department heads. ▪ One -time costs for services unrelated to growth and development. ▪ Revenue sources that are not growth -related. LEVELS OF SERVICE The cost projections are based on a “snapshot approach” in which it is assumed the current level of service, as funded in the City budget and as provided in current capital facilities, will continue through the 40 -year analysis period. The 2019 existing demand base data was used to calculate unit costs and service level thresholds. Examples of demand base data include population, dwelling units, employment by industry, vehicle trips, etc . The “snapshot” approach does not attempt to spec ulate about how levels of service or cost factors will change over time. Instead, it evaluates the implications of development to the City as conducted under the FY2019 budget and informed by discussions with staff. INFLATION RATE The rate of inflation is assumed to be zero throughout the projection period, and cost and revenue projections are in constant 2019 dollars. This assumption is in accord with current budget data and avoids the difficulty of forecasting as well as interpreting results expressed i n inflated dollars. In general, including inflation is complicated and unpredictable. This is particularly the case given that some costs, such as salaries, increase at different rates than other operating and capital costs such as contractual and buildin g construction costs. These costs, in turn, almost always increase in variation to the appreciation of real estate. Using constant 2019 dollars reinforces the snapshot approach and avoids these problems. Fiscal Impact Analysis Report The City of Denton, TX 22 ENTERPRISE FUNDS In practice, utility funds are self-sufficient; the City of Denton adjusts rates in order to cover the actual cost of service while also generating a Return on Investment (“ROI”) as identified from time to time in targeted municipal policies. The City of Denton is in the process of cond ucting rate analyses in order to forecast the timing and extent to which utility rates may need to be adjusted to fund potential growth-related capacity expansion projects. The Utility Fund analysis included in this report presents the fiscal impact of th e development to the City’s utility funds, assuming no rate adjustments , per direction from the City ’s Finance Department. Costs are therefore projected based solely on the increase in customers and usage for each utility; revenues are projected based on the current cost of water, wastewater, solid waste, and electric service per the appropriate demand factor (e.g. water produced). NON-FISCAL EVALUATIONS It should be noted that while a Fiscal Impact Analysis is an important consideration in planning decisions, it is only one of several issues that should be considered. Environmental and social issues, for example, should also be considered when making planning and policy decisions. The above notwithstanding, this analysis will enable interested parties to understand the fiscal implications of development in the Hunter/Cole Ranch MMD. Fiscal Impact Analysis Report The City of Denton, TX 23 D EVELOPMENT P ROGRAM The Hunter Ranch and Cole Ranch developments propose a mix of uses and industries across 6,340 acres of undeveloped or “raw” land. The City of Denton pr ovided us with the developers’ baseline build-out scenario for residential units and commercial and industrial acreage. We derived estimates for the other key indicators from federal and local governmental sources. Figure 13 below presents the development scenario for Hunter/Cole Ranch in cumulative 10-year increments. Figure 13. Development Scenario Development Scenario Summary Cumulative Growth: 2019 - 2059, 10 year increments City of Denton, Texas - Hunter and Cole Ranch FIA EXISTING Year 10 Year 20 Year 30 Year 40 2019 2029 2039 2049 2059 POPULATION 134,460 11,600 40,800 55,805 55,805 % growth from existing 9%30%42%42% RESIDENITAL LOTS NA 3,600 9,600 12,400 12,400 SINGLE FAMILY 30,450 3,000 9,000 12,400 12,400 MULTIFAMILY 19,190 800 4,800 6,450 6,450 TOTAL UNITS 49,640 3,800 13,800 18,850 18,850 % growth from existing 7.7%27.8%38.0%38.0% NONRESIDENITAL ACRES NA 71 486 741 741 RETAIL SF 5,470,258 137,214 1,692,306 2,957,724 2,957,724 OFFICE SF 6,429,066 137,214 1,692,306 2,957,724 2,957,724 INDUSTRIAL SF 13,619,179 585,446 2,536,934 3,122,381 3,122,381 INSTIT SF 4,529,955 0 0 0 0 TOTAL NR DEVELOPMENT (SF)30,048,460 859,874 5,921,546 9,037,829 9,037,829 % growth from existing 3%20%30%30% RETAIL JOBS 12,818 203 2,498 4,365 4,365 OFFICE JOBS 19,782 203 2,498 4,365 4,365 INDUSTRIAL JOBS 15,772 864 3,744 4,608 4,608 TOTAL JOBS 48,372 1,269 8,739 13,338 13,338 % growth from existing 2.6%18.1%27.6%27.6% Source: City of Denton; U.S. Census American Community Survey, 2015 - 2017 estimates; ITE 10th Edition (2017). Fiscal Impact Analysis Report The City of Denton, TX 24 The development team’s concept plan categorizes nonresidential acreage as either commercial or industrial. We applied the following assumptions to the Developers’ acreage projections in order to estimate the Retail square footage, Office square footage and Industrial square foo tage displayed in Figure 13. • To extrapolate square footage from acreage projections, we assumed an average floor -to-area ratio (“FAR”) of 0.28, per input from the development team and based on permitted FAR per zoning.5 • Commercial development is allocated equally between Retail space and Office space. This conforms with the development team’s prototype projects, including the Alliance Town Center, and generally aligns with the land use assumptions utilized in the Travel Demand Model Report and the Hunter/Cole Water and Wastewater Impact studies completed concurrently with this FIA as a part of the City’s decision -making process.6 5 This assumption generally conforms to existing land use patterns while accounting for higher intensity development permitted under the December 2019 zoning amendment for the Hunter/Cole Ranch Master Planned Community. It also aligns with the December 10 th, 2019 Draft of the Transportation Demand Management’s average estimated FAR. 6 The development team and City staff instructed TischlerBise to refer to Alliance Town Center as a comparable development in terms of land -use mix assumptions. Fiscal Impact Analysis Report The City of Denton, TX 25 III. FISCAL IMPACT ANALYSIS RESULTS The fiscal impacts to the City of Denton of Hunter/Cole Ranch Municipal Management District are analyzed and discussed in this section of the report. Fiscal impact results are presented in several ways: ▪ Annual net fiscal results that include all revenues a nd costs in the funds analyzed (General Fund, Debt Service Obligation Fund, the Roadway Fee Impact Fund, and the Street Improvement Fund) are shown—non-utility operating and capital impacts from growth are combined. ▪ Annual net fiscal results are then show n for operating and capital separately and compared to revenues. ▪ Cumulative net fiscal results are shown next (for non-utility funds). ▪ Cumulative net results convey the projected grand total revenues minus grand total expenditures over the 40 -year period to determine the overall net surplus or deficit. ▪ Utility Fund net fiscal results are show separately from other operating and capital expenditures. ▪ The cumulative net results for each utility fund are depicted. ▪ Annual net fiscal results, shown separately for operating and capital, compared to revenues are presented. Fiscal Impact Analysis Report The City of Denton, TX 26 A NNUAL N ET F ISCAL I MPACTS The chart below shows the annual net fiscal results to the City over each year of the 40-year development period; the General Fund, Debt Service Obligation Fund, the Roadway Fee Impact Fund, and the Street Improvement Fund were analyzed. By showing the annual results, the magnitude, rate of change, and timeline of deficits and revenues can be observed over time. The “bumpy” nature of the annual results during particular years represents an initial capital impact being “front-loaded” and/or major operating costs being incurred (further explained in the Capital Expenditure Methodologies section of the full report). Net fiscal results shown below are revenues minus costs in each year, including operating and capital costs for all services modeled. Data points above the $0 line represent annual surpluses; points below the $0 line represent annual deficits. Surpluses in any one year are not carried forward to the next year. The scale for the chart is in thousands ($1,000s). Figure 14. Annual Net Fiscal Impact 2019 -2059 Fiscal Impact Analysis Report The City of Denton, TX 27 Development of Hunter/Cole Ranch begins with lot delivery in 2023 as depicted in Figure 14. The first six years of growth are expected to generate year-over-year growth in net surpluses to the City. Project build-out during this time period results in a relatively steady uptick in p roperty tax revenue. Equipment and personnel, particularly within Public Safety, Public Works (i.e., Fleet Maintenance & Fuel and Facilities Management) and the Street Department, are also added during the first six years of growth. The downward “ticks” in net fiscal impact observed in 2027, 2031, and 2035 are the result of growth triggering the need for several significant capital investments simultaneously: ▪ In 2031, growth exceeds available capacity for park facilities and triggers the development of one of two planned City Parks. ▪ Between 2027-2031 over 500,000 square feet of the Service Station Annex 7 are developed as a result of the Hunter/Cole Ranch development to serve Fleet Services, Street Improvements Fund, Solid Waste, and Facilities Management. ▪ The second of the two planned 50 -acre City Parks is also triggered in 2035. Annual net results are further analyzed in the figure below. Although the City will see an increase in both operating and capital costs as a result of growth, our analysis shows that total revenues to the City exceed total costs projected to be incurred to the City. 7 Expansions of public works facilities will be required to provide space for public works emplo yees and equipment as a result of the development; these were quantified by department in the Facilities Needs report dated December 10, 2019, completed by Quorum. In the FIA, 50 percent of the Service Station Annex capital and operating costs are attribut able to the proposed development, per direction from City of Denton staff. Fiscal Impact Analysis Report The City of Denton, TX 28 Figure 15. Annual Operating & Capital Expenditures Compared to Revenues As a development-finance tool, Municipal Management Districts allow private property owners to access low-interest financing for public infrastructure projects. The development team and the City of Denton have identified improvement projects required to serve the Hunter/Cole Ranch Master Planned Community that will be financed by the MMD or the developer. The table below inventories the infrastructure projects and other capital investments triggered by the proposed development of Hunter/Cole Ranch. Capital costs are categorized as either “City Funded” or “MMD/Developer Funded.” Only those projects required to maintain current levels of service are identified here —planned investments in private amenities for the exclusive use of Hunter/Cole Ranch residents are excluded from this analysis and from the list bel ow. Non-utility capital projects and costs are allocated to the City of Denton and the MMD/Developer in the detailed capital project inventory depicted in the figure on the following page. The methodology underlying these projections and cost assumptions is discussed in detail in the Revenue and Expenditure Methodology Chapter of the report. Fiscal Impact Analysis Report The City of Denton, TX 29 Figure 16. Capital Facilities and Expenditure Inventory (General, Special, and Debt Service Funds) Non-Utility Capital Facilities and Allocation of Costs ($1,000s) Fiscal Impact Analysis - Denton, TX DEPARTMENT - Facility Quantity Total Square Footage Total City of Denton MMD / Developer Parks and Recreation* Recreation Center Building 1 70,000 $11,900 $11,900 $0 Hunter Ranch City Park (54 acres)1 2,352,240 $12,493 $8,534 $3,959 Cole Ranch City Park (50 acres)1 2,178,000 $11,861 $7,902 $3,959 Neighborhood Parks (5 acres ea)4 653,400 $4,214 $0 $4,214 Pocket Parks / Dog Parks (2 acres ea)30 2,613,600 $3,000 $0 $3,000 Regional Trails 23 miles 1,212,275 $11,537 $0 $11,537 Community Trails 35 miles 1,112,958 $13,860 $0 $13,860 Parks & Rec Department - Vehicles 24 -$864 $864 $0 Parks & Rec Department - Service Station Annex 1 10,684 $1,537 $1,537 $41 Parks & Rec Department - Parking 1 10,667 $480 $480 $41 Facilities - Service Station Annex 1 45,652 $8,394 $8,394 $176 Facilities - Vehicles and Equipment 24 -$523 $523 $0 Fleet - Service Station Annex 1 186,474 $13,910 $13,193 $718 Fleet - Vehicles and Equipment 150 -$2,700 $2,700 $0 General Government - Administrative Space -67,913 $11,142 $11,142 $0 General Government - Vehicles 38 -$1,140 $1,140 $0 On-Site and Regional Roadway Projects 4 --$241,157 $0 $241,157 Systemwide Improvements 5 --$40,116 $40,116 $0 Streets - Vehicles 53 -$3,028 $3,028 $0 Streets - Service Station -61,765 $4,561 $4,324 $238 Lakes / Dams/ Spillways etc. TBD $37,800 $0 $37,800 Police - Substation 20,630 -$5,000 $0 $5,000 Police - Patrol Vehicles 109 -$4,711 $4,711 $0 Fire - Fire Substation*^^2 15,721 $9,670 $4,670 $5,000 Fire - Fire Engines / Ladder Trucks 8 -$6,975 $6,975 $0 Fire - Vehicles 32 -$7,360 $7,360 $0 Library^1 21,516 $4,564 $4,564 $0 345 vehicles / 24 lane miles TOTAL: $500,026 $168,866 $331,593 ^ Library cost estimate includes opening day collection materials. *Developer contribution towards City Parks of $3,950,000 provided by City of Denton 01/16/2020 General Notes: [1] Cost estimates represent the initial purchase and, for vehicles and equipment, replacement costs. [2] Debt financing expenses are not included. [3] 50 percent of Service Station Annex costs identified in Quorum report are attributable to Hunter/Cole Ranch. [4] Costs reflect the specific project cost estimates identified in February 12, 2020 version of Cole and Hunter Ranch Developments Travel Demand Model Report submitted by HDR Engineering, Inc. ^^ Fire Substation is the second of two substations triggered by the development; the first will be funded by the developer. Fleet & Facilities Management General Government Library Police Transportation Fire and EMS [5] Costs reflect projected growth in system-level transportation demand over the analysis' study period. Capital Costs ($1,000s) Fiscal Impact Analysis Report The City of Denton, TX 30 CUMULATIVE N ET F ISCAL I MPACTS Cumulative net fiscal impact results convey the projected grand total revenues minus grand total expenditures over the 40 -year period from future growth/development. Figure 17 below shows the cumulative fiscal impacts over the 40 -year study period for all major growth -related funds. Figure 17. Summary of 40 -Year Cumulative Fiscal Impacts to City of Denton The development yields net positive fiscal impacts for both the General Fund and Debt Service Fund (i.e., operating and capital expenditures); and the Street Improvement Fund. The Roadway Impact Fund is projected to incur a $2.65 million cumulative net deficit, which is the equ ivalent of $66,206 per year over the 40 -year study timeframe.8 Cumulative impacts are depicted graphically for the General Fund and Debt Service Fund in Figure 18 below. 8 It should be noted that this analysis projects roadway impact fee revenues based on the conceptual phase development program and impact fee rates from the City of Denton’s 2015 Ro adway Impact Fee Study. In practice, roadway impact fee rates are likely to be adjusted periodically to reflect changes to growth and the Roadway Capital Improvement Plan.8 The MMD will also contribute to revenue from a Contract Tax as outlined in the Operating Agreement to assist in funding impact fee eligible projects, per conversations with City staff. Fiscal Impact Analysis Report The City of Denton, TX 31 Figure 18. 40-Year Cumulative Revenues and Expenditures: General and Debt Service Funds Fiscal Impact Analysis Report The City of Denton, TX 32 UTILITY FUNDS Utility Funds were included in our analysis at the request of the City of Denton to evaluate whether the income generated from new customers and users would cover the costs required to provide service to the MMD while maintaining existing levels of service throughout the city. CUMULATIVE FISCAL IMPACT FOR UTILITY FUNDS As depicted in Figure 19 below, the net fiscal impact of the Hunter/Cole Ranch developm ent is positive across all utility funds. Capital Expenditures include utility infrastructure projects, as well as capital equipment and vehicles. A detailed inventory of capital expenditures is presented in Figure 20. Figure 19. Cumulative 40 -Year Net Fiscal Impact by Utility Fund (1,000 s) 40-Year Net Cumulative Impact - Utilty Funds City of Denton - Fiscal Impact Analysis Electric Fund* Operating Revenues $966,695 Operating Expenditures $565,517 Capital Expenditures $115,077 NET CUMULATIVE IMPACT $286,102 Water Fund Operating Revenues $389,015 Impact Fee Revenues $153,035 Operating Expenditures $238,853 Capital Expenditures $241,963 NET CUMULATIVE IMPACT $61,235 Wastewater Fund Operating Revenues $279,736 Impact Fee Revenues $144,469 Operating Expenditures $196,973 Capital Expenditures $226,743 NET CUMULATIVE IMPACT $490 Solid Waste Revenues $304,055 Operating Expenditures $246,914 Capital Expenditures $36,378 NET CUMULATIVE IMPACT $20,763 *Electric Fund projections provided by City of Denton. Fiscal Impact Analysis Report The City of Denton, TX 33 The table below inventories the utility infrastructure projects and other capital investments triggered by Hunter/Cole Ranch. Capital costs are categorized as either “City Funded” or “MMD/Developer Funded.” Note that replacement facilities and major maintenance are not included in the capital costs presented below. Facilities needed to serve new growth are reflected. For capital improvements that are purchased —vehicles, equipment, etc., the model and fiscal results include both the initial purchase cost and the cost to replace the item after it reaches its useful life. Fiscal Impact Analysis Report The City of Denton, TX 34 Figure 2 0. Capital Facilities and Expenditure Inventory (Utility Funds) Utility Funds - Capital Facilities and Expense Allocation ($1,000s) Fiscal Impact Analysis - Denton, TX FUND - Facility Quantity or Square Footage Total City of Denton MMD / Developer Water Fund CIP Projects per FNI Report**19 projects $224,641 $153,035 $71,607 Service Station Annex 17,902 $1,969 $1,900 $69 Vehicles 24 $987 $987 $0 Wastewater Fund CIP Projects per FNI Report***15 projects $232,016 $144,469 $87,547 Service Station Annex 11,264 $1,282 $1,239 $43 Vehicles 21 $924 $924 $0 Solid Waste Fund Materials Recovery Facility 37,500 $3,144 $3,000 $144 Transfer Station 25,000 $6,975 $6,075 $900 Bulk Drop Off Facilities & Weigh Station 4,159 $1,788 $1,772 $16 Administrative Space 2,900 $649 $638 $11 Solid Waste Haulers / Commercial Trucks 38 $5,510 $5,510 $0 Roadway to Transfer Station 25,725 $660 $561 $99 Vehicle Maneuvering 65,000 $705 $455 $250 Electric Fund* Substation 1 $18,077 $18,077 $0 Distribution Lines (Cost to Serve)NA*$38,147 $38,147 $0 Main Feeder Circuits NA*$41,357 $41,357 $0 Vehicles 37 $2,250 $2,250 $0 Lighting NA*$12,177 $0 $12,177 Administrative / Shop Space 40,960 $10,350 $10,192 $158 TOTAL: $603,611 $430,589 $173,022 Source: Quorum; TischlerBise; City of Denton; FNI *Cost estimates for total distribution lines and feeder circuits provided by DME. General Notes: [1] Cost estimates represent the initial purchase and, for vehicles and equipment, replacement costs. [2] Debt financing expenses are not included. [3] 50 percent of Service Station Annex square footage identified in Quorum Analysis (Jan 16, 2020) is attributable to Hunter/Cole Ranch. [4] Per the Hunter-Cole Development Analysis submitted by FNI on Feb 7, 2020, total CIP Projects for Water and Wastewater Funds equal $328,612,700 and $290,441,800 respectively (land excluded). Of these costs, $224,341,400 and $231,836,500, respectively, are a result of projected demand from the Hunter/Cole Ranch developments. The remainder is attributable to projected use by the entire system. **Developer contribution of 10 acres of land for Water Booster Pump Station, valued at $30,0000 per acre per draft Project Agreement included in addition to CIP Costs identified in FNI's Hunter-Cole Development Analysis (Feb 7, 2020) per direction from City of Denton staff. ***Includes Developer contribution of 6 acres of land for Hickory Creek Wastewater Lift Station, valued at $30,000 per acre per draft Project Agreement in addition to CIP Costs identified in FNI's Hunter-Cole Development Analysis (Feb 7, 2020) per direction from City of Denton staff. Capital Costs ($1,000s) Fiscal Impact Analysis Report The City of Denton, TX 35 The methodology and approach utilized to arrive at the capital cost projections is detailed in the Revenue and Expenditure Detail chapter of this report. NET ANNUAL FISCAL IMPACT FOR UTILITY FUNDS The annual net fiscal impact on the utility funds is prese nted in the figures that follow. Water Fund Water Fund revenues are expected to exceed operating expenditures throughout the study -period. Minor capital deficits in the amounts of approximately $172,000 and $345,000 are incurred in 2022 and 2023, respectively, as design and pre development expenditures for the first of three expansions to the Lake Ray Roberts Water Treatment Plant are incurred prior to the delivery of revenue- generating residential and nonresidential development . Revenues are then projected to exceed capital expenditures until 2043, as depicted in Figure 21 below. Note that the spikes depicted in Water Fund revenues are the result of impact fees. This analysis assumes that the MMD will also contribute revenue from a Contract Tax as outlined in the Operating Agreement to assist in funding impact fee eligible Water infrastructure projects. Figure 21. Water Fund Operat ing & Capital Expenses Compared to Revenues Fiscal Impact Analysis Report The City of Denton, TX 36 The capital expenditures included in this analysis are directly attributable to demand from Hunter Cole.9 These projects are debt financed and occur between 202 4 and 2039. New development, and thus impact fee revenue begins to peak around 2039, and from 2045 -2054 annual deficits are incurred as impact fee revenue declines and then stops while continued debt p ayments for the major infrastructure projects projected in the FNI Report and developed from 202 4-2039 continue. The impact fee revenue surplus accrued during the first half of the study period is sufficient to compensate for the capital deficit projected in the second half of the development period. A detailed breakdown of year over year water revenues and expenditures resulting from growth is included in Appendix B. Wastewater Fund Wastewater Fund revenues are expected to generally meet or exceed operating and capital expenditures over the course of the development, as depicted in Figure 22 below. Figure 22. Wastewater Fund Ope rating & Capital Expenses Compared to Revenues 9 The February 7th, 2020 FNI report calculated the share of project costs attributable to Hunter Cole (based on projected Hunter/Cole demand relative to demand from the broader service area); these cost estimates were used for the fiscal impact analysis. Fiscal Impact Analysis Report The City of Denton, TX 37 The spikes in the figure above represent impact fee payments. Again, new development in the MMD is assumed to be completed by 2049, at which point impact fee revenues cease. Although the timing of impact fee payments does not directly correspond with capit al costs, revenues accrued in years where impact fees exceed capital expenses cover deficits in other years. Note that per discussions with City of Denton staff, impact-fee eligible Wastewater infrastructure projects will also receive funding from MMD Cont ract Tax revenue as outlined in the Operating Agreement. The capital expenditures included in this analysis represent all planned Wastewater Fund capital infrastructure projects required to serve Hunter/Cole Ranch, as well as City facilities needed to hous e staff and equipment. Solid Waste Fund As depicted in the figure below Hunter/Cole Ranch is projected to have a relatively neutral net annual fiscal impact to the City of Denton’s Solid Waste Fund. Deficits occur, however, from 20 25-2037. This analysis assumed that construction of the planned Material Recovery Facility and Transfer Station will occur in 2027 (included in the Service Station Annex). Because the facility is debt financed, its costs are spread out over time, but they are nevertheless project ed to result in deficits for the first ten years following construction. The other capital cost contributing to these deficits are investments in Solid Waste vehicles including haulers and commercial trucks, which are needed to serve new customers . Figure 23. Solid Waste Fund Operating & Capital Expenses Compared to Revenues Fiscal Impact Analysis Report The City of Denton, TX 38 Electric Fund Electric revenues and expenses associated with Hunter Cole were provided by the City of Denton and are illustrated in terms of revenues relative to capital and operating expenditures in the figure below. Revenues are projected to exceed expenditures for ea ch year of the study period. Figure 24. Electric Fund Operating & Capital Expenses Compared to Revenue Fiscal Impact Analysis Report The City of Denton, TX 39 K EY F INDINGS & C ONCLUSIONS The following conclusions can be drawn from the FIA results presented in this report: GENERAL , DEBT SERVICE , AND SPECIAL REVENUE FUND S • The proposed Hunter/Cole Ranch development is projected to have a net cumulative positive fiscal impact on the City over the 40-year study period. The net positive impacts are driven primarily by sales and property tax revenue from development. This allows for the City of Denton to benefit fiscally from the development proposed. • It should be noted that, on average, the resulting annual net positive impact to the General Fund and Debt Service Fund is approximately $7.0 million, which reflects 5.4 percent of the City of Denton’s Fiscal Year 2019 operating budget. • The Street Improvement Fund is funded through franchise fees from utility fund revenue surpluses (as well as non -growth-related revenues). The Street Improvement Fund’s projected cumulative surplus is partially attributable to the fact that utility fund revenues will increase as a result of Hunter/Cole Ranch. Another reason for the surplus is that although the additional roadways added to the City of De nton’s lane mile inventory increase Street Improvement Fund operating and capital outlay costs, major capital expenditures are generally accounted for in other funds. Per conversations with City staff, this analysis assumes that roadway construction is either funded by future development through the Roadway Impact Fee Fund or by the MMD through adjustments to the District tax rate as needed. Public works equipment and the Service Station Annex are funded out of the General Debt Service Fund. o Note that the increases in franchise fee revenue could be allocated to another fund at the City’s discretion. As discussed previously, this analysis assumed that the 10 -year policy of transferring excess franchise fee revenue to the Street Improvement Fund would continue throughout the 40 -year study period. • Demand for fire services will trigger the need to expand capital facilities during the second half of the development’s growth period, beyond the developers’ initial land and financial contributions as identified in the draft Operating Agreement. A new fire substation is triggered in 2028—to be funded up to $5 million from the developer —and a second fire substation is triggered in 2039, which is assumed as a City cost. Fiscal Impact Analysis Report The City of Denton, TX 40 • Although the projected growth in revenue is re latively significant, the City should continue to plan and be prepared to expand both its facilities and operational capacity —the Hunter/Cole Ranch development is projected to be fiscally balanced in the sense that it is projected to produce enough revenue to cover its costs, but it will not be self-contained. Growth in population, vehicle trips, and police and fire calls, for instance, is projected to increase average annual operating expenditures to the City by approximately $21 million per year. • Overall, Hunter/Cole Ranch is projected to generate sufficient revenue to cover both the capital and operating costs associated with meeting the additional demand it will place on City services. UTILITY FUNDS • Water and Wastewater Fund revenues cover operating exp enditures throughout the 40 -year study period. Water and Wastewater impact fee revenue is sufficient to cover the development’s share of water and wastewater capital costs. • Impact fee revenue is a function of the City of Denton’s current fee schedule and projected development—to the extent that development does not keep pace with projections, impact fee revenue may fall short of projections. Because major Water and Wastewater infrastructure must be constructed prior to full build -out in order to serve new residents and businesses, the City may incur capital deficits for these funds if development does not proceed at the rate or intensity presented in the baseline scenario. To mitigate this risk, the MMD will adjust District tax rates as needed to fund the d ifference between impact fee revenue and the Water/Wastewater Capital Improvement Plan project costs attributable to the development. • This report assumed that the Solid Waste Service Station Annex including the Materials Recovery Facility and Transfer Stat ion would be “front-loaded” and completed in one phase in 2027. The result is six years of moderate fiscal deficits. To the extent possible, direct financing of recurring capital costs such as solid waste haulers , would improve the fiscal results for the S olid Waste fund. New solid waste customers are projected to trigger the acquisition of 37 solid waste vehicles over the 40 -year time frame; with an estimated average useful life of 10 years, this results in a total of 108 solid waste vehicles, including re placement vehicles. • Given the current level of detail available regarding the number and service requirements of commercial Solid Waste customers, however, additional analysis of the net fiscal impact of Hunter/Cole Ranch on the Solid Waste Fund should be completed as propert y-specific details of the development program are established. • Overall, the cumulative fiscal impact on all utility funds is projected to be positive. Fiscal Impact Analysis Report The City of Denton, TX 41 OVERALL RESULTS Per direction from City of Denton staff, the figure below compares annual revenues to annual operating and capital expenditures for the funds analyzed, including utility funds. Note that under current City policy, utility fund revenues are restricted use and cannot be used toward any other fund’s activities. Figure 25. Operating and Capital Expenditures Compared to Revenues for Funds Analyzed Combined Fiscal Impact Analysis Report The City of Denton, TX 42 I V. REVENUE AND E XPENDITURE D ETAIL R EVENUE M ETHODOLOGIES This chapter provides detail on projection methodologies for revenue included in the analysis. Growth-related revenues are modeled in this analysis in the following funds: ▪ General Fund ▪ General Debt Service Fund ▪ Special Revenue Funds: • Street Improvement Fund • Roadway Impact Fee Fund ▪ Utility Funds • Water Fund • Wastewater Fund • Electric Fund • Solid Waste Fund Other funds that are not included are Internal Service Funds or considered fixed (unaffected by growth). GENERAL FUND REVENUES A snapshot of the City General Fund from the model is shown below by specific category and line item. The table shows the specific revenue category and source, base year (FY2019) budget amount, projection methodology, and the level of service (LOS) standard, or dollar per demand unit. For instance, for those categories projected based on “POPULATION,” the current budget amount is divided by the estimated population for base year 2019. Fiscal Impact Analysis Report The City of Denton, TX 43 Figure 26. General Fund Revenues LOS Std Revenue Revenue Base Year Project Using $ per Category Name Budget Amount Which Demand Base?Demand Unit Ad Valorem Taxes Current Year Ad Valorem $45,674,373 CUM AV $0.38536 Delinquent Ad Valorem $296,883 FIXED $0.00 Current Year - Penalties and Interest $161,424 FIXED $0.00 Prior Year - Penalties and Interest $96,290 FIXED $0.00 Rendition Penalties $31,013 FIXED $0.00 Sales Tax Sales Tax $41,425,582 DIRECT ENTRY $0.00 Franchise Agreements DMU Electric $2,162,610 FIXED $0.00 DMU Water $463,295 FIXED $0.00 DMU Wastewater $307,640 FIXED $0.00 Solid Waste Fund $413,356 FIXED $0.00 Gas $298,753 FIXED $0.00 Private Electric $105,949 FIXED $0.00 Cable $410,188 FIXED $0.00 Telephone $201,058 FIXED $0.00 Other Taxes Mixed Beverage Tax $484,924 POP AND JOBS $2.47 Bingo Tax $21,012 POP AND JOBS $0.11 Service Fees Community Building Rentals $240,705 FIXED $0.00 Ambulance Service Fees $3,700,000 POP AND JOBS $18.85 Hazardous Materials Billing $6,000 FIXED $0.00 Fire Inspections $200,000 FIXED $0.00 Restaurant Inspections $288,400 FIXED $0.00 Swimming Pool Inspections $32,571 TOTAL UNITS $0.66 Reinspection Fees $47,363 TOTAL UNITS $0.95 Electrical Inspections $57,000 TOTAL UNITS $1.15 Plumbing Inspections $163,838 TOTAL UNITS $3.30 Gas Well Inspections $329,665 FIXED $0.00 Library Non-Resident Fees $54,000 FIXED $0.00 Parks Identification Card Fees $37,000 POPULATION $0.28 Athletic Program Fees $54,000 POPULATION $0.40 Special Events - Parks $8,300 FIXED $0.00 Natatorium Fees $440,312 POPULATION $3.27 Water Works Parks Fees $1,124,640 POPULATION $8.36 Swimming Pool $70,034 POPULATION $0.52 Cemetery Fees $29,000 FIXED $0.00 Development Fees $120,408 POP AND JOBS $0.61 Police Academy Revenue $75,000 FIXED $0.00 Sale of Documents $275,400 FIXED $0.00 Plan Review Fees $600,000 POP AND JOBS $3.06 Parking Meter Receipts $14,171 VEHICLE TRIPS $0.04 Development Postage $13,484 FIXED $0.00 Traffic/Police Reports $38,000 POP AND JOBS $0.19 Copy Charges $94,760 FIXED $0.00 Fiscal Impact Analysis Report The City of Denton, TX 44 Fines and Fees Warrant Fees $130,000 FIXED $0.00 Juvenile Case Manager $100,000 FIXED $0.00 Library Fines & Fees $150,000 POPULATION $1.12 Animal Services Fees $199,000 POPULATION $1.48 Animal Services Fines $5,000 FIXED $0.00 Auto Pound Fees $36,000 VEHICLE TRIPS $0.09 Mowing Recovery Fees $10,000 FIXED $0.00 Police Escort & Guard Fees $30,000 FIXED $0.00 Civil Fines $10,000 FIXED $0.00 Arrest Fees $100,000 TOTAL POLICE CALLS $1.18 Inspection Fines & Fees $7,000 FIXED $0.00 Fire Department Fees $6,000 TOTAL FIRE CALLS $0.40 School Crossing Fines $10,000 FIXED $0.00 Denton Municipal Fines $1,300,000 VEHICLE TRIPS $3.31 UNT Police Fines $140,000 FIXED $0.00 TWU Police Fines $22,000 FIXED $0.00 Parking Fines $260,000 VEHICLE TRIPS $0.66 Uniform Traffic Fees $43,000 VEHICLE TRIPS $0.11 False Alarm Fees $65,000 FIXED $0.00 Court Cost Service/Admin Fees $1,080,000 POP AND JOBS $5.50 Truancy Preventon Fees $20,000 FIXED $0.00 Licenses and Permits Food Handler Permits $500 FIXED $0.00 Zoning Permits $116,844 POP AND JOBS $0.60 Moving Permits $380 FIXED $0.00 Demolition Permits $6,500 FIXED $0.00 Pool, Spa, Hot Tub Permits $26,235 FIXED $0.00 Building Permits $3,377,335 POP AND JOBS $17.21 Electrical & Plumbing Licenses $0 POP AND JOBS $0.00 Curb Cut Permits $579 FIXED $0.00 Mobile Home Park Licenses $15,909 FIXED $0.00 Sign Permits $55,335 FIXED $0.00 Fence Permits $45,000 SINGLE FAMILY $1.48 Mechanical Permits $57,915 POP AND JOBS $0.30 Certificate of Occupancy Fees $80,000 POP AND JOBS $0.41 Variance Fees $500 FIXED $0.00 Landscape Fees $2,200 FIXED $0.00 Miscellaneous Permits $5,882 FIXED $0.00 Gas Well Permits $7,800 FIXED $0.00 Park Vendor Fees $23,000 FIXED $0.00 Beer & Wine Permits $36,110 RETAIL SF $0.01 CPR Training $5,500 FIXED $0.00 Misc. Revenues Misc. Revenues $2,286,026 FIXED $0.00 Return on Investment Return on Investment - Water $1,339,555 DIRECT ENTRY $0.00 Return on Investment - Wastewater $882,684 DIRECT ENTRY $0.00 Return on Investment - Electric $6,204,970 DIRECT ENTRY $0.00 Return on Investment - Airport $0 FIXED $0.00 Admin Transfer - Bond Sale $0 FIXED $0.00 Cost of Service Trans.Cost of Service Transfers $8,733,146 FIXED $0.00 Other Use of Fund Balance 1,483,131 FIXED $0.00 TOTAL $129,184,437 Fiscal Impact Analysis Report The City of Denton, TX 45 CUSTOMIZED/MARGINAL CALCULATIONS FOR GENERAL FUND The following details the custom methodology used for certain revenue streams. ▪ City Sales Tax is attributed to nonresidential development. To determine the level of revenue for each nonresidential category, we annualized recent sales tax revenue data by industry provided by the City of Denton. Dividing sales tax reve nue by the estimated floor area of current nonresidential development yields average Sales Tax Revenue per square foot for the land use types projected. Shown in Figure 27, retail development averages $4.26 in annual sales tax per square foot compared to $1.51 per square foot for office and $0.83 per square foot for industrial development. Figure 27. Sales Tax per Square Foot ▪ Property Tax is projected based on the respective cumulative assessed values (see below for additional detail) of the property projected in the scenario. Cumulative assessed value s are multiplied by the FY2020 General Fund tax rate of $0.38536 per $100 val uation. The FY2020 tax rate was utilized per direction from the City of Denton Finance Department. As shown, assessed values for residential real property and nonresidential real property were projected separately to allow for comparison by type of develop ment. Figure 28. Assessed Value by Land Use Type LAND USE 2019 Sales Tax Revenue Square Feet Sales Tax Revenue / SF RETAIL $21,068,738 4,950,150 $4.26 OFFICE $6,781,393 4,493,658 $1.51 INDUSTRIAL $8,516,851 10,248,796 $0.83 Source: City of Denton Finance Department. Three Year Sales Tax by NAICS; Trip Generation, Institute of Transportation Engineers, 10th Edition (2017). LAND USE Assessed Value Residential*Unit Single Family $350,000 Single Family Lot $70,000 Multifamily $90,000 Nonresidential Square Foot Retail $120.17 Office $120.17 Industrial $70.71 Source: City of Denton *Single Family Values shown are prior to homestead exemption of $5,000. Fiscal Impact Analysis Report The City of Denton, TX 46 ▪ Return on Investment (“ROI”) revenues were calculated as 3.5 percent of gross revenues from the Water, Wastewater, and Electric Fund , per the City’s ROI policy and discussions with staff. ▪ Licenses & Permits, Charges for Services, Fines & Fees: Based on discussions with City staff and an analysis of relevant financial documents, several line items ’ revenues are likely to increase with growth in Population, Jobs, or Population and Jobs . Certain revenues associated with specific services such as Fire and Police are expected to increase based on Total Police Calls , Total Fire Calls, and Vehicle Trips . FIXED REVENUES ▪ Franchise Fee revenues to the General Fund are fixed; growth in Franchise Fee is instead allocated to the Street Improvement Fund per the City of Denton’s current policy to transfer franchise fee revenue in excess of FY2016 dollar amounts to the Street Improvement Fund. ▪ Cost of Service Transfer revenues are transfers from other funds to the General Fund for general government services; Utility Fund Costs of Service were first modeled on the expenditure side. Cost of Service revenues to the General Fund are set to equal those expenditures. Expenditure projection methodology including the approach to modeling Cost of Service revenues is detailed in the following sections of this chapter. ▪ Miscellaneous revenues were conservatively assumed to be fixed per conversations with City staff. Fiscal Impact Analysis Report The City of Denton, TX 47 GENERAL DEBT SERVICE FUND The General Debt Service Fund receives unrestricted revenue from Ad Va lorem Property taxes; the FY2020 rate of 0.20509 per $100 of assessed value was used to project property tax revenues resulting from Hunter/Cole Ranch. “Transfers In” are fixed. These line items, seen below in Figure 29 reflect restricted revenue funds making debt service payments , which are accounted for within the capital expense analysis presented later in this chapter. Figure 29. General Debt Service Fund SPECIAL REVENUE FUNDS The fiscal impact analysis also includes revenues from Special Revenue Funds, capturing revenues that are anticipated to be generated from growth. STREET IMPROVEMENT FUND The Street Improvement Fund includes all Street Department activities; the Street Department is responsible for street maintenance and repair and is funded primarily through franchise fee revenues. The majority of these franchise fee revenues are paid by major utility funds. Franchise Fee revenue resulting from the Hunter/Cole Ranch development is calculated as 5 percent of projected Water, Wastewater, Electric, and Solid Waste revenue, per City policy. Other franchise fee revenue10 to the Street Improvement Fund is not expected to be affected by the proposed development. 10 Other franchise fees are paid from private electric, cable, telephone, and gas utility providers. LOS Std Revenue Revenue Base Year Project Using $ per Category Name Budget Amount Which Demand Base?Demand Unit General Debt Service Fund Current Year Ad Valorem $24,293,126 CUM AV $0.20509 Interest Income $200,000 FIXED $0.00 Transfer in - Drainage $0 FIXED $0.00 Transfer in - Solid Waste $8,995,034 FIXED $0.00 Transfer in - Fleet $245,027 FIXED $0.00 Transfer in - Street Improvements $129,250 FIXED $0.00 Transfer in - Materials Mgmt $0 FIXED $0.00 Transfer in - Communication $10,150 FIXED $0.00 Transfer in - Electric $36,314,570 FIXED $0.00 Transfer in - Water $12,700,195 FIXED $0.00 Transfer in - Wastewater $6,858,067 FIXED $0.00 Use of Reserves $533,272 FIXED $0.00 TOTAL $90,278,691 Fiscal Impact Analysis Report The City of Denton, TX 48 Figure 30. Street Improvement Fund ROADWAY IMPACT FEE FUND The Roadway Impact Fee Fund accounts for Roadway Impact Fees paid to the City of Denton by developers and homebuilders. Development within the Hunter/Cole Ranch MMD is projected to generate revenue to the Roadway Impact Fee Fund based on the impact fees currently in place per the 2015 Roadway Impact Fee Study. The majority of the development is located in Roadway Impact Fee Service Area A with the following impact fee rates, which are t herefore applied to new development projected in the Hunter/Cole Ranch. The City is currently in the process of updating its Roadway Impact Fee Study and potentially adjusting its fee schedule, but per conversations with City staff, the 2015 fees were appropriate for use in this analysis. Note that the MMD will also contribute Contract Tax revenue per the Operating Agreement to assist with funding impact fee eligible roadway projects. Figure 31. Roadway Impact Fee Assumptions LOS Std Revenue Revenue Base Year Project Using $ per Category Name Budget Amount Which Demand Base?Demand Unit Street Improvement Fund Street Cut Reimbursements $364,140 FIXED $0.00 Bond Sale Savings $1,196,404 FIXED $0.00 Check^Misc. Income $10,000 FIXED $0.00 $6,701,633 Franchise Fee - DMU Electric $6,701,633 DIRECT ENTRY $0.00 $1,898,986 Franchise Fee - DMU Water $1,898,986 DIRECT ENTRY $0.00 $1,260,978 Franchise Fee - DMU Wastewater $1,260,978 DIRECT ENTRY $0.00 $1,755,737 Franchise Fee - Solid Waste Fund $1,755,737 DIRECT ENTRY $0.00 $298,753 Other Franchise Fees $1,902,577 FIXED $0.00 $105,949 TOTAL $15,090,455 Development Type Impact Fee (per Unit / 1,000 SF of Nonres. Floor Area) Single-Family Detached $2,000 Multifamily $1,251 Retail*$2,100 Office** $2,737 Industrial $588 *Impact Fee for Shopping Center, ITE Land Use Code 820. **Impact Fee for General Office Building, ITE Land Use Code 710. Source: City of Denton 2015 Roadway Impact Fee Study. Service Area A, Current Collection Rates. Fiscal Impact Analysis Report The City of Denton, TX 49 UTILITY FUNDS The methodology used to project utility fund revenues is summarized for the Water, Wastewater, Solid Waste, and Electric Funds in this section of the report. Note that a customized methodology was used for all growth-related revenues, as indicated by “DIRECT ENTRY”. WATER AND WASTEWATER REVENUE PROJECTION ASSUMPTIONS A customized methodology was used to project operating and impact fee revenues for water and wastewater revenues, per the snapshot from the fiscal model below. Figure 32. Utility Fund Revenue Projection Methodology LOS Std Revenue Revenue Base Year Project Using $ per Category Name Budget Amount Which Demand Base?Demand Unit Water Fund Interest Operating $251,000 FIXED $0.00 Water Sales Residential $19,496,211 DIRECT ENTRY $0.00 Water Sales Commercial $16,841,145 DIRECT ENTRY $0.00 Water for Resale $1,168,296 FIXED $0.00 Other Water $767,349 FIXED $0.00 Cost of Service - GF $436,024 FIXED $0.00 Cost of Service - Electric $474,839 FIXED $0.00 $50,192,034 Cost of Service - Wastewater $447,929 FIXED $0.00 Cost of Service - Solid Waste $128,970 FIXED $0.00 Impact Fee Revenues $5,700,000 DIRECT ENTRY $0.00 Use of Reserves $4,480,271 FIXED $0.00 Wastewater Fund Interest Operating $208,000 FIXED $0.00 Wastewater Residential $10,657,173 DIRECT ENTRY $0.00 Wastewater Commercial $12,168,689 DIRECT ENTRY $0.00 Wastewater Effluent Irrigation $68,576 FIXED $0.00 Wastewater Wholesale $694,234 FIXED $0.00 Other Wastewater $1,674,678 FIXED $0.00 Drainage Fees $4,727,006 DIRECT ENTRY $0.00 Transfers In $551,795 FIXED $0.00 Impact Fee Revenues $2,000,000 DIRECT ENTRY $0.00 Use of Reserves $4,721,103 FIXED $0.00 Fiscal Impact Analysis Report The City of Denton, TX 50 Rate revenue and facility charge revenue w ere projected separately by land us e. Per conversations with City staff, we utilized data from the January 2020 Hunter-Cole Development Analysis completed by Freese and Nichols (“the FNI report”) as well as current facility charges and rates to project revenue per residential unit and nonresidential acre.11 Figure 33. Water and Wastewater Billing Assumptions The average annual revenue per single family unit, multifamily unit, and nonresidential acre was multiplied by the projected residential and nonresidential growth on a cumulative annual basis to arrive at operating revenue projections . 11 Per the FNI report, single -family and multifamily units will require water production of 170 GPD per capita, with household sizes averaging 3.2 persons and 2.5 persons respectively. Nonresidential consumption is 120 GPD per employee, assuming 18 employees per acre. Monthly GPDs for each unit type are shown in the first r ow of the figure.. Per the FY2020 City of Denton Utility Rate Booklet, the Facility Charge for a Single Family Unit is $16.00 per month, and multifamily facility charges vary depending on th e meter size. We thus applied the Single Family-to-Multifamily GPD ratio (16:13, or 79 percent), to the Single Family facility charge to estimate the average monthly multifamily facility charge. The same methodology was used to estimate the average nonresi dential facility charge. The result of these calculations is average annual water revenue of $1,000, $841, and $4,276 per Single Family unit, Multifamily unit, and Nonresidential acre, respectively . Average annual wastewater revenue per unit and per acre was calculated utilizing the per capita consumption/production (measured in GPD) from the FNI Report, and the 2020 Booklet rates and formulas. The Drainage fees utilized are calculated on a per unit per acre basis for residential development and on a per ac re basis for nonresidential development, assuming an average impervious surface area of 60 percent for all land uses, which is supported by the Master Planned Community’s zoning . Water & Wastewater Revenue - Billing & Consumption Assumptions by Land Use City of Denton, Texas - Hunter and Cole Ranch FIA SINGLE FAMILY (PER UNIT) MULTIFAMILY (PER UNIT) NONRESIDENITAL (PER ACRE) WATER Monthly GPD (1,000s)*16 13 66 Facility Charge**$16.00 $12.59 $64.00 Rate per 1,000 gallons**$4.15 $4.45 $4.45 AVERAGE ANNUAL REVENUE $1,010 $841 $4,276 WASTEWATER Facility Charge**$11.00 $26.50 $26.50 Rate per 1,000 gallons***$3.80 $4.85 $4.85 AVERAGE ANNUAL REVENUE $420 $406 $1,839 DRAINAGE FEE Monthly Fee Estimate****$12.00 $1.15 $27.62 AVERAGE ANNUAL REVENUE $144 $14 $331 * Derived from average GPD per City of Denton's Design Criteria and FNI Hunter Cole Development Analysis (Feb 7, 2020). ** City of Denton Utility Brochure and Rate Booklet (FY19/20) *** Billing based on FY2019 Rate Booklet formulas and average GPD per FNI Hunter Cole Development Analysis, (Feb 7, 2020). **** Assumes 24 multifamily dwelling units per acre per HDR's TDM Report Feb 12, 2020). Fiscal Impact Analysis Report The City of Denton, TX 51 Impact Fee Revenue Projections The following impact fee schedule , based on the City of Denton’s 2018 Water and Wastewater Impact Fee Study, was utilized to project Water and Wastewater impact fee revenue attributable to Hunter/Cole Ranch. See the footnote in Figure 34 for detail regarding how the multifamily fee per unit and nonresidential fee per acr e were calculated. Figure 34. Water and Wastewater Impact Fee Assumptions By multiplying the fee amounts depicted in Figure 34 by projected growth in residential and nonresidential development, annual water and wastewater impact fee revenue was calculated for each year of the study period. Note that the MMD will contribute revenue from a Contract Tax, as outlined in the Operating Agreement, to help finance impact fee eligible Water and Wastewater capital projects. FUND Single Family (SFE)Multifamily (Unit)*Nonresidential (Acre)** Water $7,638 $6,011 $26,383 Wastewater $4,716 $3,712 $83,739 *Applies 73% W/WW Consuption/Production Rate to SFE Impact Fees. City of Denton - Fiscal Impact Analysis **Calculated by subtracting the total estimated SFE and Multifamily Water/Wastewater from the Impact Fee Revenue projected in the FNI Report, and dividing the result by the total nonresidential acreage projected. Impact Fee Assumptions Fiscal Impact Analysis Report The City of Denton, TX 52 ELECTRIC FUND The Electric Fund revenue assumptions depicted in Figure 35 were provided by the City of Denton. The per unit and per acre annual electric revenues were applied to the development program to project rate revenues . This FIA utili zed the City of Denton ’s estimated annual lighting revenue per year; the City’s revenue assumptions for lighting are shown in the figure below on a per lot and per mile basis. Figure 35. Utility Fund Revenue Projection Methodology SOLID WASTE FUND Solid Waste Fund revenue was projected by multiplying the annualized FY2020 rate for Single Family refuse and recycling collection (standard cart size) to the Single Family units projected under the development plan on a cumulative annual basis . Rates were confirmed with City of Denton staff. Nonresidential rates were projected using nonresidential square footage [“TOTAL NR SF”] as the demand base , since nonresidential rates vary depending on characteristics on nonresidential properties that are unknown at this conceptual phase of the development program. Figure 36. Solid Waste Fund Revenue Projection Methodology Land Use Category Per Unit / Per Acre Annual Revenue Multi Family Annual Revenue / Unit 775kWH $1,024 Single Family Annual Revenue / Unit /1875 kWH $2,091 Commercial Annual Revenue / Acres $46,395 Industrial Annual Revenue / Acres $26,182 Lighting Category Per Lot / Per Mile Residential Lighting 6.6 Lots /100W $129 Arterial Lighting 250W 21.12 lights per mile $226 Source: City of Denton (DME) - Dec 12, 2019. LOS Std Revenue Revenue Base Year Project Using $ per Category Name Budget Amount Which Demand Base?Demand Unit Solid Waste Fund Refuse & Recycling Fees - Residential $11,125,873 SINGLE FAMILY $256.92 Refuse Fees - Commercial $14,533,461 TOTAL NR SF $0.48 Commercial Recycling $1,505,187 TOTAL NR SF $0.05 $40,208,780 Landfill Gate and Material Sales $5,967,459 FIXED $0.00 Recycled Materials Sales $60,590 FIXED $0.00 Asset Sales & Interest Income $459,217 FIXED $0.00 Other Revenues $871,268 FIXED $0.00 Use of Reserves $348,606 FIXED $0.00 Fiscal Impact Analysis Report The City of Denton, TX 53 R EVENUE O UTPUTS This section details revenue outputs from the Fiscal Impact Analysis. REVENUE PROJECTIONS The following figures illustrate the projected revenues in the City’s General Fund and other non-utility Funds modeled. Results are shown as a cumulative total over the 40-year projection period as well as an average annual figure. As noted in the figures, the listed dollar amounts are in $1,000s. Figure 37. 40-Year Revenue Totals for all Non -Utility Funds Revenue total and average annual revenue over the 40 -year study period is shown for each Utili ty Fund included in the analysis in Figure 38. 40-Year Total Revenues (x$1,000) City of Denton's Fiscal Impact Model General Fund Revenues Ad Valorem Taxes $627,009 55%0.00 Sales Tax $374,893 33%0.00 Franchise Agreements $0 0%0.00 Other Taxes $5,981 1%0.00 Service Fees $51,509 4%0.00 Fines and Fees $29,384 3%0.00 Licenses and Permits $2,170 0%0.00 Miscellaneous Revenues $0 0%0.00 Return on Investment $57,241 5%0.00 Cost of Service Transfer $45 0%0.00 Subtotal General Fund Revenues $1,148,231 100%0.00 Subtotal General Debt Service Fund Revenues $335,073 Subtotal Street Improvement Fund Revenues $96,975 Subtotal Roadway Improvement Fund Revenues $49,008 GRAND TOTAL REVENUES $1,629,288 AVERAGE ANNUAL REVENUES $40,732 Category Cumulative Revenues %FTEs Fiscal Impact Analysis Report The City of Denton, TX 54 Figure 38. Revenue Totals and Annual Average for Utility Funds 40-Year Net Cumulative Impact - Utilty Funds City of Denton - Fiscal Impact Analysis Electric Fund* Cumulative Total $966,695 Average Annual Revenue $24,167 Water Fund Operating Revenues $389,015 Impact Fee Revenues $153,035 Cumulative Total $542,050 Average Annual Revenue $13,551 Wastewater Fund Operating Revenues $279,736 Impact Fee Revenues $144,469 Cumulative Total $424,205 Average Annual Revenue $10,605 Solid Waste Cumulative Total $304,055 Average Annual Revenue $7,601 *Electric Fund projections provided by City of Denton. Fiscal Impact Analysis Report The City of Denton, TX 55 O PERATING E XPENDITURE M ETHODOLOGIES All variable operating expenditures are projected, including personnel and operating costs. Capital Expenditures are discussed in a separate section. GENERAL AND SPECIAL REVENUE FUNDS For most City departments, operations and personnel costs are projected separately. A summary of the approach is provided below. It should be noted that many departments have some portion of their budget that is considered “fixed” and will not increase with growth. That is, existing operations will be able to absorb a portion of additional impacts from growth in the City. In the figures below, “fixed” is only indicated for those categories that are considered entirely “fixed.” Fiscal Impact Analysis Report The City of Denton, TX 56 Figure 39. General and Special Revenue Operating Expenditures Approach Expenditure Category General Fund City Manager x x Economic Development x x Facilities Management Facilities SF x Finance/Accounting x x x Human Resources x x Internal Audit x x Legal Administration x x x Public Affairs x x Non-Departmental x Library x Library SF x Parks And Recreation Parks SF x Development Services x x Public Safety Communications x x x Municipal Court x x Municipal Judge x x Police x x x Animal Services x x Fire x x Transportation Admin x x Traffic Operations x x Special Revenue Funds Streets Improvement Fund NA x x Roadway Impact Fee Fund NA x NA FixedTotal Police Calls Administrative & Community Services Neighborhood Services Department Population Population & Jobs Public Safety Transportation Staff Modeled? Lane Miles Vehicle Trips Total Fire and EMS Calls City FTEs Custom Analysis Fiscal Impact Analysis Report The City of Denton, TX 57 CUSTOM METHODOLOGIES All growth-related departments except for Facilities Management, Library, and Parks and Recreation are modeled using basic growth indicators derived from the development scenario (i.e., population, jobs, etc.) as the basis for projecting demand. Further explanation of those metrics is found in Appendix A. Descriptions of the customized methodology used for Facilities Management, Library, Parks and Recreation, and the Roadway Impact Fee Fund are found below. ▪ Facilities Management: Facilities Management expenditures are expected to increase over base year expenditures in accordance with the addition or expansion of City owned facilities. Facilities Management is currently responsible for 1,341,696 square feet of City-owned facilities.12 As future development triggers the construction of new facilities (discussed in detail in the following chapter) the Facilities Management department will need to increase its capacity in order to maintain levels of service. Facilities Management expenditures are thus projected utilizing “FACILITIES SF.” The expansion of capital facilities is discussed in detail in the next section of this chapter. ▪ Parks & Recreation: Parks and Recreation Operating Expenditures are projected based on square feet of City-maintained parks that will be developed as a result of Hunter/Cole Ranch. The table below summarizes the public park facilities and amenities that will be developed and which entity—the City or the MMD—will be responsible for their maintenance. Figure 40. City Maintained Parks and Recreation Facilities for Operating Expense Projections 12 Source: City of Denton Facilities with Updated Property Values 2019. Prov ided by City of Denton Finance Department. PARK CATEGORY Number Prototype Size Total Area Developed City Maintained Recreation Center 1 26,000 sf 26,000 sf Hunter Ranch 54-acre City Park 1 54 acres 2,352,240 sf Cole Ranch 50-acre City Park 1 50 acres 2,178,000 sf TOTAL CITY MAINTAINED PARKS (SF): 4,382,000 sf MMD or HOA Maintained Neighborhood Parks 4 5 acres 20 acres Pocket Parks / Dog Parks 30 2 acres 60 acres Regional Trails 23 1 mile 23 miles Community Trails 35 1 mile 35 miles Fiscal Impact Analysis Report The City of Denton, TX 58 • Library: Library operating expenditure projections are based, in part, on library square footage. One additional library is triggered by growth, as detailed in the next section of this chapter. Using current costs per Library SF, the fiscal model projects increases in Library operating expenditures. Fiscal Impact Analysis Report The City of Denton, TX 59 UTILITY FUND OPERATING EXPENDITURES As Enterprise Funds, Utility Funds are self-funding in the sense that rates are adjusted as needed to cover operating and capital expenditures. As requested by the City of Denton, however, this FIA examined the fiscal impact of the proposed development on Utility Funds if utility rates were to be held constant over time. Expenditures were projected utilizing the methodological approaches summarized Figure 41. Figure 41. Utility Funds Operating Expenditures Approach Expenditure Category Utility Funds Personnel Operations Franchise Fees Return on Investment Cost of Service - Transf.x Capital Outlay Personnel Operations x Franchise Fees Return on Investment Cost of Service - Transf.x Capital Outlay Personnel Operations Franchise Fees Return on Investment Cost of Service - Transf.x Capital Outlay Personnel Operations Franchise Fees Cost of Service - Transf.x Capital Outlay *Production/consumption utilizes the following metrics: Water - thousands of gallons per year; Wastewater - thousands ofof gallons (discharge) per year; Solid Waste - landfilled (tons); recyclin collections (tons) Water Fund Wastewater Fund Electric Fund Solid Waste Fund Name x x x [5% of Gross Rev.] [Single Family Units] / [Nonresidential SF] Estimates from DME [3.5% of Gross Rev.] Quorum Report Projections Estimates from DME [5% of Gross Rev.] [5% of Gross Rev.] [3.5% of Gross Rev.] x Custom Analysis [5% of Gross Rev.] [3.5% of Gross Rev.] x x x x x Revenue Production*Facilities Staff Modeled? Fiscal Impact Analysis Report The City of Denton, TX 60 C APITAL E XPENDITURE M ETHODOLOGIES Capital costs and infrastructure improvements to serve new development are modeled based on demand generated by the proposed development. Capital facilities, infrastructure, vehicles, and equipment are projected for General Government, Parks and Recreation, Library, Fire, Police, Public Works, Facilities Management, Fleet Management, Transportation and Street Departments, DMU Water, DMU Wastewater, DMU Electric, and Solid Waste. Many of the assumptions on which the analysis is based can be viewed as policy-making decision points, which if modified would affect the overall results. For example, most of the capital expenditures assumed in the analysis, and the resulting costs (assumed in most cases as debt financed), are projected independent of the current capital improvement programs and debt capacity guidelines. Rather, the capital costs projected in this analysis reflect the potential cost to serve new growth, regardless of whether the resources are available to cover the costs. The City will continue to balance its annual budgets considering financial guidelines and policies, applicable operating impacts, and available resources. An important aspect of the capital expenditure methodology is that per direction from the City of Denton’s Finance Department, it is assumed that the funding of new facilities will be debt financed. This is in keeping with the City’s current practices and allows the City to fund necessary infrastructure investments for which it has insufficient cash on hand. From a fiscal impact perspective, it should be noted that debt financing can understate the full cost of a capital project; because the payments are made over a 20-year period, the fiscal model’s 40-year projection period may not capture the full cost of capital facilities constructed or assets acquired after year 21. GENERAL GOVERNMENT FACILITIES To serve residential and nonresidential development in the scenarios, the population and job growth is multiplied by the current level of service of general government administrati ve offices. The level of service is found by dividing the current floor area of City Hall (City Hall, City Hall East less Police Department floor area, City Hall West, and Finance ) by population and job total in the City (192,782 square feet / 196,274 popu lation and jobs = 0.98 square feet per population and job). As residential and nonresidential growth occurs in the scenarios, the demand factor of 0.98 square feet per population or job is applied to General Government capital costs. General Government ve hicles are also projected using this approach; the base year 2019 vehicle count is 33 as provided by the City of Denton’s FY2019 Fleet Inventory Asset List. Note that General Government city vehicles are assigned an average useful life of eight years , and replacement vehicles are also included in this analysis. Fiscal Impact Analysis Report The City of Denton, TX 61 PARKS AND RECREATION Parks and Recreation infrastructure improvement needs resulting from the development of Hunter/Cole Ranch were provided by the City of Denton and are documented in the draft Operating Agreement between the City and the development team and the Developer’s Draft Parks Location Plan. We projected when development would trigger the need for the planned capital facilities based on current levels of service for Recreation Facilities , City Parks, Neighborhood Parks, Pocket Parks, Regional Trails, and Community Trails . See Figure 40 for a summary of anticipated Parks & Recreation infrastructure improvements. Costs were estimated based on recently completed or design -phase park project cost estimates,13 industry standards adjusted for regional cost factors,14 and replacement costs for the City of Denton’s current parks and recreational facilities.15 Capital costs were then allocated between the City and the Developer/MMD as directed by the City of Denton per the December 2019 Draft Operating Agreement and input from City staff. TRANSPORTATION To project the impact growth will have on roadway infrastructure over the 40 -year study period on, the current level of service was calculated by dividing base year 2019 lane miles (1,326 lane miles) by estimated base yea r 2019 vehicle trips (392,167 vehicle trips). As citywide vehicle trips increase due to development, the construction of additional lane miles will be required. Vehicle trips are projected utilizing trip generation rates from the Institute of Transportation Engineers (ITE) Trip Generation Manual 10th Edition (2017). The demand factor of 0.0034 lane miles per vehicle trip is then applied to total vehicle trips to calculate additional lane miles . Roadway infrastructure improvements required to provide access to Hunter/Cole Ranch MMD were projected by HDR and are documented in the January 2020 Draft TDM Plan.16 The roadway infrastructure costs presented in this repor t represent the difference between the total roadway investment needed to meet the projected transportation demand from Hunter/Cole Ranch over the analysis period and the capital costs associated with the specific projects identified in the Draft TDM Plan. Based on input from City of Denton staff, it is assumed that roadway impact fees and MMD Contract Tax revenue contributions will help fund these costs . 13 City Council Meeting Materials – Agenda ID# 191337, Exhibit 2. June 18 th, 2019. Carnegie Park aka Patrick Park Construction Cost Estimates. 14 North Carolina State University. 2015. Cost Analysis for Improving Park Facilities to Promote Park Based Physical Activity. Available:https://content.ces.ncsu.edu/cost -analysis-for-improving-park-facilities-to-promote-park-based-physical- activity 15 City of Denton Facilities with Updated Property Values 2019. Provided by City of Denton Finance Department. 16 HDR. Dec 10, 2019. City of Denton Cole -Hunter 2040 Draft TDM Report. Fiscal Impact Analysis Report The City of Denton, TX 62 POLICE Police capital facilities impacted by growth include patrol vehicles and police facilit y square feet. The current level of service standard for police facilities is 2019 facility square feet (26,925 SF) per Police Calls for Service (84,666) or 0.32 square feet per call for service . Police Calls for Service were projected over the 40 -year study period based on the methodology in Appendix A. This 0.32 level of service standard was applied to Police Calls for Service to project additional police facilit y square feet needed to serve grow th. Square footage was then converted to facilities needed assuming an average facility size of 20,630 square feet, per current substation design plans.17 Per conversations with City staff, one vehicle is needed for every two patrol officers. Sworn Office rs added to the force as a result of additional demand for police services was projected based on police calls for service (which will increase due to population and employment growth in the MMD , as described in Appendix B). Vehicle acquisition is triggere d by the addition of new sworn officers. The useful life for Police patrol vehicles is an average of five years. Average vehicle costs were provided by the City of Denton. FIRE AND EMS Fire and EMS services were projected utilizing an approach similar to that used for Police services. Current facility levels of service were calculated in terms of base year substation square feet per Fire and EMS Calls for Service (94,500 square feet divided by 15,002 calls for service = 6.53 square feet per call for service. The fire substation facility prototype is equal in square footage to the recently constructed Fire Station #4 (15,721 square feet). Projected facility square feet were converted to facilities, assuming the average new substation size will be 15,721 squa re feet. LIBRARY The City of Denton currently has three libraries; total square footage is 78,304 square feet, and libraries range from 21,516 square feet to 33,708 square feet. Total collection materials, or library items, equal 281,651. Demand for addit ional library capital facilities was projected by applying the current library LOS of 0.58 square feet per population to projected population growth. The average library size of 26,101 square feet was used to estimate the number of new facilities that will need to be added to meet demand generated by growth resulting from the Hunter/Cole Ranch MMD. 17 Source: https://www.cityofdenton.com/CoD/files/17/172108de -784b-4c3b-b297-a7c6ef888e4f.pdf Fiscal Impact Analysis Report The City of Denton, TX 63 SERVICE STATION ANNEX Per direction from City of Denton staff, we assumed that 50 percent of the planned “Service Station Annex” detailed in the City of Denton Capital Facilities Needs Assessment completed by Quorum Architects would be attributable to growth from Hunter/Cole Ranch.18 18 Quorum Architects. Jan 16, 2020. City of Denton Facility Needs Assessment. Fiscal Impact Analysis Report The City of Denton, TX 64 E XPENDITURE O UTPUTS This section details expenditure outputs from the Fiscal Impact Analysis . Regarding capital expenditures, the analysis assumes that all capital projects will be debt financed; the capital expenditure totals in the figures within this section of the report reflect this assumption. Note that they therefore differ slightly from the capital expenditures listed by item in the inventory of capital costs presented in Chapter 2 of this report. The capital project and cost inventory presented in Chapter 2 depicts project costs as if they were cash -financed to allow for a straightforward comparison of City and Developer/MMD costs. OPERATING AND CAPITAL EXPENDITURE PROJECTIONS Operating and capital expenditure results are provided in this section based on the expenditure methodologies discussed above. For operating expenditure projections, the 40-year cumulative total is shown. Public Safety expenditures account for the majority of costs. New staffing for the Police Department (89 FTEs) and Fire Department (73 FTEs) are driving the operating expenses. Shown in Figure 42, Transportation costs account for just 1 percent of the total expense increase attributable to Hunter/Cole Ranch. The majority of operating and major road maintenance costs resulting from the projected increase in City- Maintained Lane Miles are within the Street Improvement Fund. Figure 42. Operating Expenditure Projections The capital results for General Fund departments are shown below in Figure 43. Note that “Public Works,” as referenced in this FIA, includes Fleet Maintenance & Fuel and Facilities Management. Fleet and Facilities expenditures represent the majority of General Fund-financed capital expenses, in part because the City is 100 pe rcent responsible for funding the Service Station Annex , whereas capital expenditures in other departments are at least partially funded by the developer or MMD . Cumulative Operating Expenditures (x$1,000) City of Denton's Fiscal Impact Model Administrative & Community Services $186,825 22% Neighborhood Services $114,448 13% Public Safety $554,534 64% Transportation $11,897 1% SUBTOTAL GENERAL FUND EXPS $867,704 100% SUBTOTAL STREET IMPROVEMENT FUND EXPS $69,372 GRAND TOTAL OPERATING EXPS $937,076 AVERAGE ANNUAL EXPS $23,427 Cumulative Expenditures Category % Fiscal Impact Analysis Report The City of Denton, TX 65 Another reason Fleet and Facilities expenditures are heavily impacted by growth is because these departments are already near capacity in terms of both space and staffing . Moreover, Hunter/Cole Ranch is not proximate to the existing Service Station , which houses Fleet Maintenance and Facilities Management. It is therefore necessary for the City to develop a Service Station Annex to accommodate the expansion of these two departments . The Service Station Annex will also accommodate the Streets Department and Parks and Recreation, as well as Solid Waste, Water, Wastewater, and a portion of DMU Electric. The capital costs presented in this analysis for the Service Station Annex reflect only those that are the result of growth stemming from Hunter/Cole Ranch. Figure 43. Summary of Non-Utility Capital Costs Figure 44. Summary of Utility Fund Capital Costs Cumulative Capital Expenditures (x$1,000) City of Denton's Fiscal Impact Model Streets $11,519 8% Parks and Recreation $49,659 35% Library $7,018 5% Fire $11,459 8% Police $5,633 4% General Government $18,294 13% Public Works $38,454 27% SUBTOTAL GENERAL DEBT CAP EXPS $142,035 100% SUBTOTAL ROADWAY IMPACT FEE EXPS $51,657 GRAND TOTAL CAPITAL EXPS $193,692 Cumulative Expenditures Category % Cumulative Capital Expenditures (x$1,000) - Utility Funds City of Denton's Fiscal Impact Model Electric $115,077 23% Water $241,963 48% Wastewater $226,743 45% Solid Waste $36,378 7% TOTAL $505,084 100% Category Cumulative Expenditures % Fiscal Impact Analysis Report The City of Denton, TX 66 Fiscal Impact Analysis Report The City of Denton, TX 67 B ASE Y EAR D EMOGRAPHIC E STIMATES The table below summarizes estimates of the base year population, housing units, employment, nonresidential space, and facility factors in the City of Denton. These estimated values serve as the basis for the fiscal impact analysis and are used to determin e the cost and revenue factors used in the analysis. APPENDIX A . DEMOGRAPHIC & DATA ASSUMPTIONS Fiscal Impact Analysis Report The City of Denton, TX 68 Figure 45. Base Year Input Data Base Year->2019 Population[1]POPULATION 134,460 POP AND JOBS 196,274 Housing Units by Type [1]SINGLE FAMILY 30,450 MULTIFAMILY 19,190 TOTAL UNITS 49,640 Jobs by Type [4]RETAIL JOBS 12,818 OFFICE JOBS 19,782 INDUSTRIAL JOBS 15,772 INSTITUTIONAL JOBS 13,442 TOTAL JOBS 61,814 Nonresidential Floor Area RETAIL SF 5,470,258 (SF = Square Feet)OFFICE SF 6,429,066 INDUSTRIAL SF 13,619,179 INSTITUTIONAL SF 4,529,955 TOTAL NR SF 30,048,460 Vehicle Trips [3]RESIDENTIAL TRIPS 239,023 NONRES TRIPS 153,144 VEHICLE TRIPS 392,167 Facility Factors [2][6][7]CITY MAINTAINED LN MILES 1,321 CUM PARK SF_CITY 41,033,520 REC FACILITIES SF 173,036 CITY PARK ACRES 587 CITY VEHICLES 1,225 FACILITY SF 1,341,696 LIBRARY ITEMS 281,651 LIBRARIES 3 RESIDENTIAL LN MILES 843 ARTERIAL LN MILES 225 COLLECTOR LN MILES 253 Police Factors [4][7]RES POLICE CALLS 62,706 NONRES POLICE CALLS 21,960 TOTAL POLICE CALLS 84,666 Fire Factors [4][7]RES FIRE CALLS 11,111 NONRES FIRE CALLS 3,891 TOTAL FIRE CALLS 15,002 Utility Factors [2][5][7]DME VEH 169 WATER VEH 110 WW VEH 105 SW UTILITY VEH 64 WATER PRODUCTION 7.14 Billion Gallons WW DISCHARGE 4.455 Billion Gallons SW LANDFILLED 276,537 Tons RECYCLING COL 105,493 Tons [1] City of Denton Staff (8/29/19 email) [2] City ofDenton FY2018-19 Buget [3] TischlerBise; ITE [4] City of Denton Staff [5] FY2019 Fleet Inventory provided by City of Denton [6] FY2019 City Assets Updated Property Values provided by City of Denton [7] Based on information from City of Denton CAFR Fiscal Impact Analysis Report The City of Denton, TX 69 POPULATION AND JOB FACTORS Household size is used to project population over the planning horizon; e mployees per acre of nonresidential space are used to project future employment. Per direction from City of Denton staff, we utilized the following assumptions. ▪ Single Family : 3.2 Persons per Household ▪ Multifamily : 2.5 Persons per Household ▪ Nonresidential Employees per Acre: 18 Employees per Acre Fiscal Impact Analysis Report The City of Denton, TX 70 V EHICLE T RIPS Vehicle trips are used to project some operating and capital expenditures in the fiscal impact analysis. Average Weekday Vehicle Trip Ends by type of development (or trip generation rates) are from the reference manual, Trip Generation, 10TH Edition, published by the Institute of Transportation Engineers (ITE), in 201 7. A “trip end” represents a vehicle either entering or exiting a development (as if a traffic counter were placed across a driveway). Trip rates have been adjusted to avoid overestimating the number of actual trips because one vehicle trip is counted in the trip rates of both the origination and destination points. RESIDENTIAL VEHICLE TRIPS Vehicle trip generation for residential land uses are calculate d by using ITE’s average daily trip end rates and a trip adjustment factor customized for the City of Denton . A vehicle trip end is the out-bound or in -bound leg of a vehicle trip. To not double count trips, a standard 50 percent adjustment is applied to t rip ends to calculate a vehicle trip. For example, the out-bound trip from a person’s home to work is attributed to the housing unit and the trip from work back home is attributed to the employer. However, an additional adjustment is necessary to capture C ity residents’ work bound trips that are outside of the City. The trip adjustment factor includes two components. According to the National Household Travel Survey (2009), home -based work trips are typically 31 percent of out-bound trips (which are 50 perc ent of all trip ends). Also, utilizing the most recent data from the Census Bureau's web application "OnTheMap ,” 72 percent of Denton workers travel outside the City for work. In combination, these factors account for 11 percent of additional production tr ips (0.31 x 0.50 x 0.72 = 0.11 ). Shown in Figure 46 the total adjustment factor for residential housing units includes attraction trips (50 percent of trip ends) plus t he journey-to-work commuting adjustment (11 percent of production trips) for a total of 61 percent. Figure 46. Trip Adjustment Factor for Commuters Employed Denton Residents (2017)61,129 Denton Residents Working in the City (2017)17,162 Denton Residents Commuting Outside of the City for Work 43,967 Percent Commuting out of the City 72% Additional Production Trips 11% Standard Trip Adjustment Factor 50% Residential Trip Adjustment Factor 61% Source: U.S. Census, OnTheMap Application, 2017 Fiscal Impact Analysis Report The City of Denton, TX 71 NONRESIDENTIAL VEHICLE TRIPS Vehicle trip generation for nonresidential land uses are calculated by using ITE’s average daily trip end rates and adjustment factors found in their recently published 10 th edition of Trip Generation. To estimate the trip generation in the City of Denton the weekday trip end per 1,000 square feet factors highlighted in Figure 47 are used. Figure 47. Trip Generation Factors A simple factor of 50 percent is applied to the Office, Industrial, and Institutional land use s. The Retail category has a trip factor of less than 50 percent because this type of development attracts vehicles as they pass -by on arterial and collector road s. For example, when someone stops at a convenience store on their way home from work, the convenience store is not their primary destination. ITE Demand Wkdy Trip Ends Wkdy Trip Ends Emp Per Sq Ft Code Land Use Unit Per Dmd Unit Per Employee Dmd Unit Per Emp 110 Light Industrial 1,000 Sq Ft 4.96 3.05 1.63 615 130 Industrial Park 1,000 Sq Ft 3.37 2.91 1.16 864 140 Manufacturing 1,000 Sq Ft 3.93 2.47 1.59 628 150 Warehousing 1,000 Sq Ft 1.74 5.05 0.34 2,902 254 Assisted Living bed 2.60 4.24 0.61 na 530 High School 1,000 Sq Ft 14.07 22.25 0.63 1,581 540 Community College student 1.15 14.61 0.08 na 550 University/College student 1.56 8.89 0.18 na 565 Day Care student 4.09 21.38 0.19 na 610 Hospital 1,000 Sq Ft 10.72 3.79 2.83 354 620 Nursing Home 1,000 Sq Ft 6.64 2.91 2.28 438 710 General Office (avg size)1,000 Sq Ft 9.74 3.28 2.97 337 770 Business Park 1,000 Sq Ft 12.44 4.04 3.08 325 820 Shopping Center (avg size)1,000 Sq Ft 37.75 16.11 2.34 427 310 Hotel Room 8.36 14.34 0.58 1,715 932 Sit-Down Restaurant 1,000 Sq Ft 112.18 21.26 5.28 190 934 Fast-Food Restaurant 1,000 Sq Ft 470.95 45.49 10.35 97 840 Auto Sales (New)1,000 Sq Ft 27.84 11.20 2.49 402 Source: Trip Generation, Institute of Transportation Engineers, 10th Edition (2017). Fiscal Impact Analysis Report The City of Denton, TX 72 BASE YEAR VEHICLE TRIP TOTALS Trip rates and adjustment factors are shown in the figure. Using trips generated from single family units as an example, the formula is as follows: 30,450 units x 9.44 vehicle trips per unit x 61% adjustment = 175,343. As shown in Figure 48, residential development accounts for an estimated 61 percent of total daily trips and nonresidential development accounts for an additional 39 percent. Figure 48. Vehicle Trips Vehicle Trips on an Average Weekday Residential Units Assumptions Single Family 30,450 Multifamily 19,190 Average Weekday Vehicles Trip Ends Per Unit**Wkdy Trip Ends Trip Factors Single Family 9.44 61% Multifamily 5.44 61% Residential Vehicle Trip Ends on an Average Weekday Single Family 175,343 Multifamily 63,680 TOTAL RESIDENTIAL TRIPS 239,023 61% Nonresidential Vehicle Trips on an Average Weekday Nonresidential Gross Floor Area (1,000 sq. ft.)*Assumptions Retail 5,470 Office 6,429 Industrial 13,619 Institutional 4,530 Average Weekday Vehicle Trip Ends per 1,000 Sq. Ft.**Trip Factors Retail 37.75 33% Office 12.44 50% Industrial 3.37 50% Institutional***9.74 50% Nonresidential Vehicle Trips on an Average Weekday Retail 68,146 Office 39,989 Industrial 22,948 Institutional 22,061 TOTAL NONRESIDENTIAL TRIPS 153,144 39% TOTAL TRIPS 392,167 100% *Floor area estimates are derived from employment figures provided by the City of Denton. **Trip rates are from the Institute of Transportation Engineers (ITE) Trip Generation Manual (2017) ***Assumes trip rate of the average office. Wkdy Trip Ends Fiscal Impact Analysis Report The City of Denton, TX 73 F UNCTIONAL P OPULATION Both residential and nonresidential developments increase the demand on City services and facilities. To calculate the proportional share between residential and nonresidential demand on service and facilities, a functional population approach is used. The functional population approach allocates the cost of the facilities to residential and nonresidential development based on the activity of residents and workers in the City through the 24 hours in a day. Residents that do not work are assigned 20 hours per day to residential development and 4 hours per day to nonresidential development (annualized averages). Residents that work in the City of Denton are assigned 14 hours to residential development and 10 hours to nonresidential development. Residents that work outside the City are assigned 14 hours to residential development, the remaining hours in the day are assumed to be spent outside of the City working. Inflow commuters are assigned 10 hours to nonresidential development. Based on 2017 functional population data, residential development accounts for 74 percent of the functional population, while nonresidential development accounts for 26 percent, see Figure 49. Figure 49. City of Denton Functional Population Demand Person Proportionate Residential Hours/Day Hours Share Estimated Residents 131,097 Residents Not Working 69,968 20 1,399,360 Workers Living in City 61,129 Residents Working in City 17,162 14 240,268 Residents Working outside of City 43,967 14 615,538 Residential Subtotal 2,255,166 74% Nonresidential Residents Not Working 69,968 Jobs Located in City 56,412 4 225,648 Residents Working in City 17,162 10 171,620 Non-Resident Workers 39,250 10 392,500 Nonresidential Subtotal 789,768 26% TOTAL 3,044,934 100% Source: U.S. Census Bureau, OnTheMap 6.1.1 Application and LEHD Origin-Destination Employment Statistics Demand Units in 2017 Fiscal Impact Analysis Report The City of Denton, TX 74 P OLICE C ALLS FOR S ERVICE A custom methodology is used to allocate police costs based on an analysis of calls for service in the City of Denton. As shown in Figure 49, 74 percent of the functional population in the City is attributed to residential purposes and 26 percent of the functional population is attributed to nonresidential purpose s. These factors are used to allocate costs to residential and nonresidential land uses. This percentage split is used to allocate the total police calls . To project future Police calls for service from new development, the above data is used to determine a call per person and call per nonresidential trip. This methodology seeks to capture demand for services from both residential and nonresidential development. Since specific records on calls for service by type of nonresidential land use is not available, vehicle trips by type of nonres idential land use are utilized as a realistic proxy. This methodology reflects that the greatest number of calls for service on a per square foot basis. If calls for service were allocated on a per employee basis, office uses would generate the greatest nu mber of calls due to its high employment density, which is contrary to actual experience. Shown in Figure 50, to find the residential police demand factor, the City’s population is applied to the total residential calls for service to find a level of service of 0.4664 calls per person. The number of nonresidential vehicle trips is applied to the total nonresidential calls for service to find a level of service of 0.1434 calls per nonresidential trip. These factors are then applied to projected population and nonresidential vehicle trips in each growth scenario to project new Police calls for service. Figure 50. Police Service Call Demand Factors POLICE CALLS FOR SERVICE DATA Land Use FY 2019 Est.Percent Residential 62,706 74.1% Nonresidential 21,960 25.9% TOTAL CALLS FOR SERVICE 84,666 100.0% Calls for Service Projection Factors Current Population 134,460 Current Nonresidential Vehicle Trips (Avg Daily)153,144 Current Vehicle Trips (Avg Daily)392,167 Calls per Capita 0.4664 Calls per Nonres. Trip 0.1434 Source: Based on information provided by FY18 CAFR Fiscal Impact Analysis Report The City of Denton, TX 75 F IRE C ALLS FOR S ERVICE As shown in Figure 51, in 2019, the Fire Department received an estimated 15,003 calls for service. Of the total, 74 percent were attributed to residential development and 26 percent were attributed to nonresidential development. To project future Fire calls for service from new development, the above data is used to determine a call per person and call per nonresidential trip. This methodology seeks to capture demand for services from both residential and nonreside ntial development. Since specific records on calls for service by type of nonresidential land use is not available, vehicle trips by type of nonresidential land use are utilized as a realistic proxy. This methodology reflects that the greatest number of ca lls for service on a per square foot basis. If calls for service were allocated on a per employee basis, office uses would generate the greatest number of calls due to its high employment density, which is contrary to actual experience. Shown in Figure 51, to find the residential fire demand factor, the City’s population is applied to the total residential calls for service to find a level of service of 0.08 26 calls per person. The number of nonresidential vehicle trips is applied to the total nonresidential calls for service to find a level of service of 0.0254 calls per nonresidential trip. These factors are then applied to projected population and nonresidential vehicle trips in each growth scenario to project new Fire calls for service. Figure 51. Fire Department Demand Factors FIRE/RESCUE DATA INPUT AREA Land use FY2019 Est.Percent Residential Land Uses 11,111 74% Nonresidential Land Uses 3,891 26% TOTAL CALLS FOR SERVICE 15,003 100.0% Calls for Service Projection Factors Current Population 134,460 Current Nonresidential Vehicle Trips 153,144 Calls per Capita 0.0826 Calls per Nonres. Trip 0.0254 Source: Based on information provided by FY18 CAFR