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ORDINANCE NO. 5 0 9 6
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF AUBURN,
WASHINGTON, CREATING A NEW SECTION 19.02.110 OF THE AUBURN
CITY CODE ENTITLED "IMPACT FEE FORMULA AND SCHEDULE" FOR THE
DIERINGER SCHOOL DISTRICT, SETTING OUT THE METHOD FOR
CALCULATION OF SCHOOL IMPACT FEES AND ESTABLISHING A SCHEDULE
OF SUCH FEES FOR THE DIERINGER SCHOOL DISTRICT.
WHEREAS, the Auburn City Council has adopted Chapter
19.02 a legal framework for establishment of a school impact
fee program within the City; and
WHEREAS, pursuant to Chapter 19.02 of the Auburn City
Code and Chapter 82.02 RCW, the City is authorized to
implement such an impact fee program; and
WHEREAS, it is necessary that the City adopt a formula
setting out the basis on which such impact fees will be
calculated consistent with State law and ACC Chapter 19.02;
and
WHEREAS, the City has established guidelines for such
calculation in ACC Chapter 19.02 and has determined in ACC
19.02.030.B that it would consider adopting by reference on a
final basis the fee formula and amounts that have been imposed
by a legislative authority previously having jurisdiction over
a school district now within the City of Auburn; and
WHEREAS, the Dieringer School District may[ pursuant to
annexation, come within the jurisdiction of the City of
Auburn; and
Ordinance No. 5096
May 4, 1998
Page 1
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W~EREAS, the City has reviewed the impact fee formula,
methodology, and schedule previously established by Pierce
County for the Dieringer School District, and has determined
that it is appropriate for the City of Auburn, with certain
minor amendments, to adopt a similar formula and schedule for
the Dieringer School District within the City of Auburn,
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF AUBURN,
WASHINGTON, DO ORDAIN AS FOLLOWS:
Section 1. A new Section 19.02.110 of the Auburn City
Code entitled "Impact Fee Formula and Schedule for the
Dieringer School District" is hereby adopted as shown in
"Exhibit A", attached hereto and incorporated herein by
reference. The above-cited Findings of Fact are herewith
approved and incorporated in this Ordinance.
Section 2.
application to
the remainder
provision to
affected.
Section 3.
If any provision of this Ordinance or its
any person or circumstances is held invalid,
of this Ordinance or the application of the
other persons or circumstances shall not be
The Mayor is hereby authorized to implement
such administrative procedures as may be necessary to carry
out the directives of this legislation.
Ordinance No. 5096
May 4, 1998
Page 2
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Section 4. This Ordinance shall
force five (5) days from and after its
publication, as provided by law.
take effect
passage,
INTRODUCED:
PASSED:
APPROVED:
May 4, 1998
Ma_w' 4. 1998
May 4, 1998
CHARLES A. BOOTH
MAYOR
ATTEST:
Danielle E. Daskam,
City Clerk
APPROVED AS TO FORM:
Michael J. Reynolds,
City Attorney
PUBLISHED: mS~---~-~
Ordinance No. 5096
May 4, 1998
Page 3
and be in
approval and
Chapters:
19102 School
Sections:
19.02.010
19.02.020
19.02.030
19.02.040
19.02.050
19.02.060
19.02.070
t9.02.080
19.02.090
19.02.100
19.02.110
TITLE t9
IMPACT FEES
Impact fees
Purpose
Definitions
Determination of impact fees
Interlocal agreement
Capital facilities plan
Annual City Council review
Fee collection
Exemptions
Adjustments, exceptions and appeals
Impact fee accounts and refunds
Impact fee formula and schedule for the Dierin.qer School
District
19.02.010 Purpose
The City Council hereby finds and determines that continuing growth and
development in the City of Auburn will create additional need and demand for school
facilities, and that new growth and development should pay a proportionate share of the
cost of developing new facilities needed as a result. Therefore, pursuant to RCW
Chapter 82.02, the Council adopts this chapter to address identified impacts of new
residential development on schools and to ensure that new development bears a
proportionate share of the cost of capital expenditures necessary to meet demands for
schools in order to protect the public health, safety and welfare.
19.02.020 Definitions
For purposes of this chapter, the following terms shall have the indicated
meanings:
A. "Capacity" means the number of students the District's facilities can
accommodate district-wide, based on the District's standard of service, as determined
by the District.
B. "Capital Facilities Plan" means the District's facilities plan adopted by the
school board consisting of:
1. a forecast of future needs for school facilities based on the
District's enrollment projections;
Page ! Exhibit '%"
Ordinance No. 5096
2. an identification of additional demands
facilities by new development;
31aced on existing public
3. the long-range construction and capital ~mprovement projects of
the District;
4. the schools under construction or expansion;
facilities;
the proposed locations and capacities of expanded or new school
6. an inventory of existing school facilities, including permanent,
transitional and relocatable facilities;
7. at least a six year financing component, updated as necessary to
maintain at least a six-year forecast period, for financing needed for school
facilities within projected funding levels, and identifying sources of financing for
such purposes, including bond issues authorized by the voters; and
8, an identification of deficiencies in school facilities serving the
student populations and the means by which existing deficiencies will be
eliminated within a reasonable period of time; and
9. any other long-range projects planned by the District.
C. "Capital Improvement" means land, improvements to land, structures and
relocatable structures, (including site planning, acquisition, design, permitting and
construction), initial furnishings and selected equipment. Capital improvements have an
expected useful life of at least 10 years. Other capital costs, such as motor vehicles and
motorized equipment, computers and office equipment, office furnishings, and small
tools are considered to be minor capital expenses and are not considered capital
improvements.
D. "City" means the city of Auburn.
E. "Classrooms" means educational facilities of the District required to
house students for its basic educational program. The classrooms are those facilities
the District determines are necessary to best serve its student population. Specialized
facilities as identified by the district, including but not limited to gymnasiums, cafeteria,
libraries, administrative offices, and child care centers, shall not be counted as
classrooms.
Exhibit "A"
Ordinance No. 5096
F. "Construction Cost Per Student" means the estimated cost of
construction of a permanent school facility in the District for the grade span of school to
be provided, as a function of the District's design standard per grade span.
G. "Design Standard" means the space required, by grade span and taking
into account the requirements of students with special needs, that is needed in order to
fulfill the educational goals of the District as identified in the District's capital facilities
plan.
H. "Developer" means the person or entity who owns or holds purchase
options or other development control over property for which development activity is
proposed.
I. "Development activity" means any residential construction, including the
placement of a mobile home, or expansion of a building, structure or use, any change in
use of a building or structure, or any change in the use of land that creates additional
demand for school facilities.
J. "District" means the Auburn, Kent, Federal Way or Dieringer School
District or successor entities.
K. "Elderly" means a person aged 55 or older.
L. "Encumbered" means to reserve, set aside, or otherwise earmark the
impact fees to pay for commitments, contractual obligations, or other liabilities incurred
for public facilities as set out in the adopted capital facilities plan.
M. "Grade Span" means the categories into which the District groups its
grade of students; e.g., elementary, middle or junior high school, and high school.
N. "Impact Fee" means a payment of money imposed upon development as
a condition of development approval to pay for school facilities needed to serve new
growth and development, that is reasonably related to the new development that creates
additional demand and need for public facilities, that is a proportionate share of the cost
of the school facilities, and that is used for such facilities that reasonably benefit the new
development. "Impact Fee" does not include a reasonable permit or application fee.
O. "impact Fee Schedule" means the impact fees to be charged per dwelling
unit of development that shall be paid as a condition of residential development within
the City.
P. "lnterlocal Agreement" means the agreement between the District and the
City, governing the operation of the school impact fee program and describing the
relationship, duties and liabilities of the parties.
Q. "Permanent Facilities" means facilities of the District with a fixed
foundation which are not relocatable facilities.
Page 3 Exhibit "A"
Ordinance No. 5096
R. "Relocatable Facilities" means any structure, transportable in one or more
sections that is intended to be used as an education space to meet the needs of service
areas within the District, to provide specialized facilities, or to cover the gap between the
time that families move into new residential developments and the date that construction
is completed on permanent school facilities.
S. "Relocatable Facilities Cost Per Student" means the estimated cost of
purchasing and siting a relocatable facility in the District for the grade span of the school
to be provided, as a function of District's design standard per grade span.
T. "Site Cost Per Student" means the estimated cost of a site in the District
for the grade span of school to be provided, as a function of the District's design
standards per grade span.
U. "Standard of Service" means the standard adopted by the District which
identifies the program year, the class size by grade span and taking into account the
requirement of students with special needs, the number of classrooms, the types of
facilities the District believes will best serve its student population, and other factors as
identified by the District. The District's standard of service shall not be adjusted for any
portion of the classrooms housed in relocatable facilities which are used as transitional
facilities or any other specialized facilities housed in relocatable facilities.
V. "Student Factor" means the number derived by the District to describe
how many students of each grade span are expected to be generated by a dwelling unit.
Student factors shall be based on District records of average actual student generated
rates for comparable developments constructed over a period of not more than five
years prior to the date of the fee calculation; provided that, if such information is not
available in the District, data from adjacent districts, or districts with similar
demographics or county wide averages may be used. Student factors must be updated
on an annual basis, and separately determined for single family and multifamily dwelling
units and for grade spans.
W. "Transitional Facilities" means those school facilities that are being used
pending the construction of permanent facilities, provided that the necessary financial
commitments are in place to construct the permanent facilities.
t 9.02.030 Determination of the amount of the impact fees
The amount of the impact fees shall be determined for each school district as
agreed to by the City and the applicable school district. The methodology to determine
the fees will be based upon what other jurisdictions have used to determine their school
impact fees and will address the terms and concepts defined in section 19.02.020,
"Definitions." The City shall only consider requiring impact fees for any school district
upon receipt of a written request duly executed from the applicable school district. The
City shall adopt by a separate ordinance an impact fee schedule for each applicable
school district.
A. If the City annexes property and the affected school district has an impact
fee schedule, approved by the applicable County, then if the affected school district has
Page 4
Exhibit "A"
Ordinance No. 5096
adopted a Capital Facilities Plan which has been incorporated into the City's
Comprehensive Plan under the Growth Management Act that schedule shall continue in
effect on an interim basis and the City shall consider adopting by reference the fee
amounts that the County has imposed together with any formulas or methodologies
used to arrive at the fee amounts.
B. If residential development occurs within a school district, that is within the
City of Auburn, and an impact fee schedule has been approved for that school district by
another legislative authority, other than the City of Auburn, then if the affected school
district has adopted a Capital Facilities Plan which has been incorporated into the City's
Comprehensive Plan under the Growth Management Act that schedule shall continue in
effect on an interim basis and the City shall consider adopting by reference the fee
amounts that have been imposed by the other legislative authority together with any
formulas or methodologies used to arrive at the fee amounts.
C. Any impact fee imposed shall be reasonably related to the impact caused
by the development and shall not exceed a proportionate share of the cost of system
improvements that are reasonably related to the new development. The impact fee
formula shall take into account the future revenues the District will receive from the
development, along with system costs related serving the new development.
D. The impact fee shall be based on a capital facilities plan adopted by the
District and incorporated by reference by the City as part of the capital facilities element
of the City's Comprehensive Plan, adopted pursuant to RCW Chapter 3670A, for the
purpose of establishing the fee program.
E. Separate fees shall be calculated for single family and multi-family types
of dwelling units, and separate student generation rates must be determined by the
District for each type of dwelling unit. For the purpose of this chapter, mobile homes
shall be treated as single family dwellings and; duplexes and attached singte family
dwellings shall be treated as multifamily dwellings.
F. The fee shall be calculated on a district-wide basis using the appropriate
factors and data to be supplied by the District. The fee calculations shall also be made
on a district-wide basis to assure maximum utilization of all available school facilities in
the District which meet District standards.
G. Credit shall be given for school facilities or sites offered by the developer
which the District accepts and approves as meeting District needs and standards,
consistent within Capital Facilities Plan.
19.02.040 Interlocal agreement between the City and District.
As a condition of the City's authorization and adoption of a school impact fee
ordinance the City and the applicable District shall enter into an Interlocal agreement
governing the operation of the school impact fee program, and describing the
relationship and liabilities of the parties thereunder. The agreement must provide that
the District shall be liable and hold the City harmless for all damages which may occur
as a result of any failure by the District to comply with the provisions of this chapter,
Page 5
Exhibit "A"
Ordinance No. 5096
RCW Chapter 82.02 or other applicable law. The agreement must provide that the
District shall be liable, hold the City harmless and reimburse the City for defense and
payment of all claims, including claims for damages, which may occur or arise as a
result of any failure or alleged failure to comply with the provisions of this chapter, RCW
Chapter 82.02 or other applicable law in the adoption, administration, or implementation
of this chapter and any actions related to it.
19.02.050 Submission of District Capital Facilities Plan and Data.
A. On an annual basis (by July 1 or on a date agreed to by the District and
the City and stipulated in the interlocal agreement) any District, for which the City is
collecting impact fees, shall submit the following materials to the City Council:
1. The District's capital facilities plan (as defined herein) as adopted
by the school board;
2. The District's enrollment projections over the next six ((5) years, its
current enrollment and the district's enrollment projections and actual enrollment
from the previous year;
3. The District's adopted standard of service;
4. The District's overall capacity over the next six (6) year,s, which
shall take into account the available capacity from school facilities planned by the
District but not yet built and be a function of the District's standard of service as
measured by the number of students which can be housed in District facilities;
5. An inventory of the District's existing facilities.
B. To the extent that the District's standard of service identifies a deficiency
in its existing facilities, the District's capital facilities plan must identify the sources of
funding other than impact fees, for building or acquiring the necessary facilities to serve
the existing student population in order to eliminate the deficiencies within a reasonable
period of time.
C. Facilities to meet future demand shall be designed to meet the adopted
standard of service. If sufficient funding is not projected to be available to fully fund a
capital facilities plan which meets the adopted standard of service, the District's capital
facilities plan should document the reason for the funding gap, and identify all sources of
funding that the District plans to use to meet the adopted standard of service.
D. The District shall also submit, annually to the City, a report showing the
capital improvements for which the impact fees have been used.
Page 6
Exhibit "A"
Ordinance No. 5096
E. In its development of the Financing Plan Component, of its Capital
Facilities Plan, the District shall plan on a six year horizon and shall demonstrate its best
efforts by taking the following steps:
1. Establish a six-year financing plan, and propose the necessary
bond issues, levies, and/or financing measures required by and consistent with
that plan and as approved by the school board consistent with state I-',w; and
2. Where applicable apply to the state for funding, and comply with
the state requirements for eligibility to the best of the District's ability.
19.02o060 Annual Council Review.
On at !east an annual basis, the City Council shall review the informatiion
submitted by the District pursuant to Section 19.02.050. The review shall be in
conjunction with any update of the capital facilities plan element of the City's
Comprehensive Plan. The City Council may also at this time determine if an adjustment
to the amount of the impact fees is necessary.
19.02.070 Fee Collection.
The school impact fee shall be imposed, based on the impact fee schedule, at
the time of application to the City for a development activity permit. The school impact
fee shall be imposed based on the impact fee schedule adopted for the applicable
school district. The impact fee and the application fee shall be collected by the City and
maintained in separate accounts. All school impact fees shall be paid to the District
from the school impact fee account monthly. The City shall retain all application fees
associated with the City's administration of the impact fee program.
A. Impact fees shall be imposed upon development activity in the City,
based upon the adopted fee and collected by the City from any applicant where such
development activity requires issuance of a residential building permit or a mobile home
park permit or for site plan approval for proposed mobile home parks and the fee has
not been previously paid. Impact fees are only collected and disbursed within the
boundaries of a school district that has executed an Interlocal Agreement with the City
of Auburn.
B. Applicants for single family and multi-family residential building permits,
and for mobile home permits on existing lots and for site plan approval for proposed
mobile home parks shall pay the total amount of the impact fees assessed before the
building permit is issued, using the impact fee schedules then in effect.
C. The City shall not issue the required building permit or mobile home
permit nor grant the required site plan approval for a mobile home park unless and until
the impact fees set forth in the impact fee schedule have been paid.
D. The City will impose an application fee of $50.00 per dwelling unit which
is subject to and not otherwise exempt from this chapter to cover the reasonable cost of
Page 7 Exhibit "A"
Ordinance No. 5096
administration of the impact fee program. The fee is not refundable and is collected
from the applicant, of the development activity permit, at the time of permit issuance.
19.02,080 Exemptions.
The following development activities are exempt from the requirement of this chapter:
A Reconstruction, remodeling or construction of any form of housing for the
elderly, including nursing homes, retirement centers, and any type of housing units for
persons age 55 and over, which have recorded covenants or recorded declaration of
restrictions precluding school-aged children as residents of those units. Where such
covenants have not already been recorded, but the exemption is sought, the City may
require the recording of a covenant or recorded declaration of restriction preoluding use
of the property for other than the exempt purpose. If property using this exemption is
subsequently used for a non-exempt purpose, then the school impact fees then in effect
shall be paid.
B. Rebuilding of legally established dwelling unit(s) destroyed or damaged
by fire, flood, explosion, act of nature or other accident or catastrophe, provided that
such rebuilding takes place within a period of one year after destruction and that no
additional dwelling units are created.
C. Alteration, expansion, reconstruction, remodeling, or rebuilding of existing
single family or multi-family dwelling units provided that no additional dwelling units are
created.
D. Condominium p~-ojects in which existing dwelling units are converted into
condominium ownership and where no new dwelling units are created.
E. Any development activity that is exempt from the payment of an impact
fee pursuant to RCW 82.02.100.
F. Any development activity for which school impacts have been mitigated
pursuant to a condition of a plat, PUD or similar approval to pay fees, dedicate land or
construct or improve school facilities, unless the condition of the plat or PUD approval
provides otherwise. The condition of the plat, PUD or similar approval must ;llso
predate the effective date of fee imposition by the City or its predecessor in interest as
provided herein and/or was actually imposed by the City or its predecessor in interest,
specifically as a mitigation for impacts addressed in this chapter. Proof must also be
submitted, to the City, that the required mitigation has been tendered for the
development activity which would otherwise be subject to this ordinance.
G. Any development activity for which school impacts have been mitigated
pursuant to a voluntary agreement entered into with the District to pay fees, dedicate
land or construct or improve school facilities, unless the terms of the voluntaq!
agreement provide otherwise. The agreement and development activity application
must also predate the effective date of fee imposition by the City or its predecessor in
interest as provided herein. Proof must also be submitted to the City, prior to issuance
Page 8
Exhibit "A"
Ordinance No. 5096
of the development activity permit, that the required mitigation has been tendered for the
development activity which would otherwise be subject to this ordinance.
H. The replacement of a mobile home, with another mobile home, within an
existing mobile home park.
19.02.090 Adjustments, Exceptions and Appeals.
A. Arrangements may be made for later payment of the impact fee with the
approval of the District only if the District determines that it will be unable to use or will
not need the payment until a later time, provided that sufficient security, as defined by
the District, is provided to assure payment. Security shall be made to and held by the
District, which will be responsible for tracking and documenting the security interest.
B. The fee amount established in the schedule shall be reduced by the
amount of any eligible_payment previously made for the lot or development activity in
question, either as a condition of approval or pursuant to a voluntary agreement.
C. Whenever a development is granted approval subject to a condition that
the development actually provide a school site or facility acceptable to the District, the
developer shall be entitled to a credit for the value of the facility, based on the actual
cost of providing the facility, against the fee that would be required by this chapter. The
value of the facility shall be estimated at the time of approval, but must be documented,
and the documentation confirmed after the facility is completed to assure that an
accurate credit amount is provided. If facility value, based on actual costs is less than
the calculated fee amount the difference remaining shall be chargeable as a school
impact fee.
D. The standard impact fees may be adjusted by the Planning Director, if
one of the following circumstances exist:
1. The developer demonstrates that an impact fee assessment was
improperly calculated; or
2. Unusual circumstances identified by the developer demonstrate
that if the standard impact fee amount was applied to the development, it would
be unfair or unjust taking into account the purposes and intent of this cl~apter
and RCW Chapter 82.02.
E. In cases where a developer requests a fee calculation adjustment,
exception or a credit pursuant to section 19.02.090(C) of this chapter the Planning
Director shall consult with the District and the District shall advise the Planning Director
prior to the Planning Director making the final impact fee determination.
F. A developer may provide, and the Planning Director shall review, studies
and data as a part of a request for a fee calculation adjustment, exception, or credit.
Page 9 Exhibit "A"
Ordinance No. 5096
G. Any appeal of the final decision of the Planning Director with regard to fee
amounts may be made by the developer, district, or other aggrieved party and shall
follow the process for the appeal of the underlying development application, as set forth
in the Auburn Municipal Code. The Planning Director's decision shall be given
substantial weight and the appellant shall have the burden of proof that the final fee
determination is unfair, taking into account the purposes and intent of RCW Chapter
82.02 and this chapter.
H. Impact fees may be paid under protest in order to obtain a permit or other
approval of development activity. However, such payment under protest shall not
excuse the applicant's obligation to timely exhaust all administrative remedies and to
comply with all applicable time limitation periods.
19.02.100 Impact Fee Accounts and Refunds.
A. Impact fee receipts shall be earmarked specifically and retained in a
special interest-bearing account established by the district solely for the Distr:ict's school
impact fees. All interest shall be retained in the account and expended for the purpose
or purposes for which impact fees were imposed. Annually, the District, based in part
on its report prepared pursuant to section 19.02.050, shall prepare a report on the
impact fee account showing the source and amount of all moneys collected, earned or
received, and capital or system improvements for which impact fees were used. The
District shall submit a copy of this report to the City. The City Finance Director shall
maintain separate school impact fee and administration fee accounts pursuant to
Section 19.02.070, and shall prepare, for the City Council, a report on the source and
amount of all school impact fees collected and transferred to the District.
B. Impact fees for the District's capital improvements shall be expended by
the District only in conformance with the capital facilities plan element of the City's
comprehensive plan.
C. Impact fees shall be expended or encumbered by the District fl~r a
permissible use within six (6) years of receipt by the District, unless there exists an
extraordinary or compelling reason for fees to be held longer than six (6) years. Such
extraordinary or compelling reasons shall be identified to the City by the District in a
written report. In any decision approving such an extension, the City Council shall
identify the District's extraordinary and compelling reasons for the fees to be held longer
than six years in the written findings.
D. The current owner of property on which an impact fee has been paid may
receive a refund of such fees if the impact fees have not been expended or encumbered
within six (6) years or an extension granted under section 19.02.100(C) of receipt of the
funds by the District on school facilities intended to benefit the development activity for
which the impact fees were paid. Impact fees shall be considered encumbered on a first
in, first out basis. The District shall notify potential claimants by first-class mail
deposited with the United States postal service addressed to the current owner of the
property as shown in the County tax records.
Parc lo Exhibit "A"
Ordinance No. 5096
E. An owner's request for a refund must be submitted to the District in
writing within one (1) year of the date the right to claim the refund arises or the date that
notice is given, whichever date is later. Any impact fees that are not expended or
encumbered by the District in conformance with the capital facilities plan within these
time limitations, and for which no application for a refund has been made within this one
(1) year period, shall be retained and expended consistent with the provisions of this
section. Refunds of impact fees shall include any interest earned on the impact fees.
F. Should the City seek to terminate any or all school impact fee
requirements, all unexpended or unencumbered funds, including interest earned, shall
be refunded to the current owner of the property for which a school impact fee was paid.
Upon the findings that any or all fee requirements are to be terminated, the City shall
place notice of such termination and the availability of the refunds in a newspaper of
general circulation at least two times and shall notify all potential claimants by first-class
mail addressed to the owner of the property as shown in the County tax records. All
funds available for refund shall be retained for a period of one (1) year. At thE; end of
one (1) year, any remaining funds shall be retained by the District, but must be
expended by the District, consistent with the provisions of this Section. The notice
requirement set forth above shall not apply if there are no unexpended or
unencumbered balances within the account or accounts being terminated.
G. A developer may request and shall receive a refund, including interest
earned on the impact fees, when:
1. The developer does not proceed to finalize the development
activity as required by statute or City provisions including the Uniform Building
Code; and
2. No impact on the District has resulted. "Impact" shall be deemed
to include cases where the District has expended or encumbered the impact fees
in good faith prior to the application for a refund. In the event that the District
has expended or encumbered the fees in good faith, no refund shall be
forthcoming. However, if within a period of three (3) years, the same or
subsequent owner of the property proceeds with the substantially similar
development activity, the owner shall be eligible for a credit. The owner must
petition the District and provide receipts of impact fees paid by the Qwner for a
development of the same or substantially similar nature on the same property or
some portion thereof. The District shall determine whether to grant a credit and
such determinations may be appealed by following the procedures set forth in
Section 19.02.090.
H. Interest due upon the refund of impact fees required by this Section shall
be calculated according to the average rate received by the District on invested funds
throughout the period during which the fees were retained.
Exhibit "A"
Ordinance No. 5096
9.02.110 Impact fee formula and schedule for the Dierin,qer School District
A. The impact fee calculation and schedule below is calculated based upon
the formula set forth below. The formula is the City's determination of the appropriatn
proportionate share of the costs of public school capital facilities needed to serve new
growth and development to be funded by school impact fees based on the factors
defined in Section 19.02.020 and the additional factors defined below derived from thn
provisions of the Pierce County Code in effect for the Dierinqer School District at th,-
time of its annexation to the City of Auburn.
Per Sinqle Family
Dwellinq Unit
Per Multi Family
Dwellinq Unit
Fee Calculation: $2,815.00 $3,221.00
Maximum Fee Obliqation: $1,425.00 $ 750.00
Given the followin.q variables:
A = Full cost fee for site acquisition costs = A1 + A2 + A3
A1 = Elementary school site cost per student x the student factor
A2 = Middle school site cost per student x the student factor
A3 = Hi,qh school site cost per student x the student factor
B = Full cost fee for school construction = B1 + B2 + B3
B1 = Elementary school construction cost per student x the student factor
B2 = Middle school construction cost per student x the student factor
B3 = Hi,qh school construction cost per student x the student factor
C = Full cost fee for temporary facilities maintenance = C1 + C2 + C3
C1 = Elementary school temporary facility cost per student x the student factor
C2 = Middle school temporary facility cost per student x the student factor
C3 = Hi,qh school temporary facility cost per student x the student factor
D = State Match Credit = D1 + D2 + D3
D1 = Boeckh index x SPI square footaqe per student for elementary school x state
match % x student factor
D2 = Boeckh index x SPI square footaqe per student for middle school x state match %
x student factor
D3 = Boeckh index x SPI square footaae Der student for hiqh school x state match % x
student factor
TC = Tax payment credit = the net present value of the Averaqe Assessed Val!ue for the
Dwellinq Unit type in the school district,
Page 12 Exhibit "A"
Ordinance No. 5096
<(1+1)n>-1
I(l=l)n X the current school district capital property tax levy rate, I (l+l)n, where I = thr~
current interest rate for outstandinq bond issues
n = the number of years left before the bond or capital lev,/is retired, up to a ma×imum
of 10 years
FC: Facilities Credit: the per dwellinq unit value of any site or facilities provided
directly by the development subiect to ACC 19.02.090
FC = Value of fee payer's contribution
Number of dwellinq units in the development
Then the Unfunded Need (UN):
UN = A+B+C-D-TC
The Fee Obliclation:
Total Unfunded Need x 50% = Fee Calculation
Fee Obliclation is the lesser of $1,425 per sinqle family dwellin.q unit or $750 per multi
family dwellinq unit and the fee calculation:
$1,425/SF D.U.
$750/MF D.U. or fee calculation
WHERE, in addition to the definitions in ACC 19.02.020:
A. "Boeckh Index" means the area cost allowance for school construction
determined under WAC 180-27-060.
B. "SPI Square Foota,qe Per Student" means the space allocation,,; per
.qrade span determined by WAC 180-27-035.
C. "State Matchinq Credit" means the calculation set forth in Attachment A
of the District's Boeckh Index times SPI square foota.qe per student per grade span
times state match percentaqe times applicable student factor.
D. "State Match Percentaqe" means the percentaqe of school construction
costs for which a District is eliqible to receive state fundinq pursuant to RCW
18A.525.166 and the rules of the State Board of Education.
Pas¢ 13 Exhibit "A"
Ordinance No. 5096
E. "Tax Payment Credit or 'TC'" means the calculation in the formula of thn
District's avera.qe real property tax determined value for sinqle-family dwellin¢] units or
multi-family dwelling units times the District's capital property tax rate as adiusted by thr,
current interest rate for any bonds bein.q retired by a capital tax and the number of yearn
each capital levy tax shall be imposed up to 10 years. The District's capital tax ratn
consists of authorized tax levies to retire bonded indebtedness incurred for School
District capital purposes under Chapter 28A.530 RCW and school facility tevies for
construction, remodeling, and modernization under RCW 84.52.053. Impactr_6
Pa~;e 14 Exhibit "A"
Ordinance No. 5096