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HomeMy WebLinkAbout10-24-22 Council WorkshopSPECIAL ACCOMMODATIONS: The City of Arlington strives to provide accessible meetings for people with disabilities. Please contact the ADA coordinator at (360) 403-3441 or 711 (TDD only) prior to the meeting date if special accommodations are required. CALL TO ORDER Mayor Barb Tolbert PLEDGE OF ALLEGIANCE ROLL CALL Mayor Barb Tolbert – Wendy APPROVAL OF THE AGENDA Mayor Pro Tem Jan Schuette INTRODUCTION OF SPECIAL GUESTS AND PRESENTATIONS Meet me in Arlington presentation by Mandy Kruger and Portia Smith Introduced by Mayor Barb Tolbert WORKSHOP ITEMS – NO FINAL ACTION WILL BE TAKEN 1. Snohomish County Health Department Merger ATTACHMENT A Staff Presentation: Paul Ellis Council Liaison: Heather Logan 2. Contract with Parametrix for Engineering Design Services ATTACHMENT B Staff Presentation: Jim Kelly Council Liaison: Debora Nelson 3. Sole Source Resolution for the Procurement of a Water Tank Bladder ATTACHMENT C Staff Presentation: Jim Kelly Council Liaison: Debora Nelson 4.Arlington School District Capital Facilities Plan ATTACHMENT D Staff Presentation: Marc Hayes Council Liaison: Michele Blythe 5.Lakewood School District Capital Facilities Plan ATTACHMENT E Staff Presentation: Marc Hayes Council Liaison: Don Vanney Arlington City Council Workshop Monday, October 24, 2022 at 7:00 pm City Council Chambers – 110 E 3rd Street SPECIAL ACCOMMODATIONS: The City of Arlington strives to provide accessible meetings for people with disabilities. Please contact the ADA coordinator at (360) 403-3441 or 711 (TDD only) prior to the meeting date if special accommodations are required. 6. Final Review of the 2023-2024 Biennial Budget ATTACHMENT F Staff Presentation: Kristin Garcia 7. September 2022 Financial Report ATTACHMENT G Staff Presentation: Kristin Garcia ADMINISTRATOR & STAFF REPORTS MAYOR’S REPORT COMMENTS FROM COUNCILMEMBERS/COUNCILMEMBER REPORTS PUBLIC COMMENT For members of the public who wish to speak to the Council. Please limit your remarks to three minutes. REVIEW OF CONSENT AGENDA ITEMS FOR NEXT MEETING EXECUTIVE SESSION RECONVENE ADJOURNMENT Mayor Pro Tem Jan Schuette / Mayor Barb Tolbert City of Arlington Council Agenda Bill Item: WS #1 Attachment A COUNCIL MEETING DATE: October 24, 2022 SUBJECT: Snohomish County Health Department Merger ATTACHMENTS: Agreement to Relinquish Real Property Interest DEPARTMENT OF ORIGIN Administration; Paul Ellis, City Administrator 360-403-4603 EXPENDITURES REQUESTED: None BUDGET CATEGORY: N/A BUDGETED AMOUNT: N/A LEGAL REVIEW: DESCRIPTION: Snohomish County Health Department is merging and will become a department of Snohomish County government. All assets owned by the health district will need to become assets of Snohomish County. The attached agreement releases the City of Arlington’s interest in all real property owned by the health district and allows it to become property of Snohomish County. The Rucker Building will continue to be Those funds, along with funds from other cities and towns in Snohomish County, were used by the Health District to acquire real property commonly known as the Rucker Building. Snohomish County Health District is merging with Workshop; discussion only. At the November 7, 2022 Council meeting, the recommended motion will be, "I move to approve the Agreement to Relinquish Real Property Interest with Snohomish County, and authorize the Mayor to sign the agreement." AGREEMENT TO RELINQUISH REAL PROPERTY INTEREST 1 Snohomish County Facilities & Fleet AGREEMENT TO RELINQUISH REAL PROPERTY INTEREST THIS AGREEMENT TO RELINQUISH REAL PROPERTY INTEREST (this “Agreement”) is made and entered into as of this ____ day of__________, 2022 (the “Effective Date”), by and between ____________________________, a muncipal corporation of the State of Washington (the “City”), and Snohomish County, a political subdivision of the State of Washington (the “County”). RECITALS A. As contemplated in a 1990 memorandum of understanding and a 1990 interlocal agreement, both the City and the County contributed funds to the Snohomish Health District (the “District”). Those funds, along with funds from other cities and towns in Snohomish County, were used by the District to acquire real property commonly known as the Rucker Building, located at 3020 Rucker Avenue, Everett, Washington 98201 (the “Rucker Building”). The District acquired the Rucker Building for purposes of delivering public health service as required under chapter 70.05 and 70.46 RCW. B. In 1995, the District amended its Charter at Article VII, Section 2, to provide processes by which: (a) the District would repay the County and each city and town that contributed to the purchase of the Rucker Building in the event that the District sold the Rucker Building, and (b) the County would repay each city and town that contributed to the purchase of the Rucker Building in the event that the County assumed sole responsibility for public health in Snohomish County. C. In 2018, the District entered into a purchase and sale agreement for the sale of the Rucker Building. The District contemplated using the sale proceeds to acquire another, smaller facility with any remaining balance to be used for District purposes consistent with state law. All the cities and towns that contributed to the acquisition of the Rucker Building executed quit claim deeds to the District: (a) for purposes of clearing title and facilitating the sale, and (b) to relinquish any and all interest in the sale proceeds. Ultimately, the sale did not close, and the District remains the fee owner of the Rucker Building. D. Pursuant to District Board of Health Resolution 22-16, dated May 31, 2022, the District voted unanimously to support the County’s withdrawal from the District. Pursuant to Motion 22-248, the County Countil voted to authorize issuance of a notice of intent to withdraw from the District with a withdrawal date of December 31, 2022, with the intent to form a unified County health department. The District and the County are currently working towards the transition of public health services from the District to the County with an effective date of AGREEMENT TO RELINQUISH REAL PROPERTY INTEREST 2 December 31, 2022. This transition includes the transfer of title in the Rucker Building from the District to the County. E. Beginning January 1, 2023, the County intends to use the Rucker Building for the operation of a County Health Department and delivery of public health services as required by state law. The County has asked all cities and towns that made contributions toward the purchase of the Rucker Building to relinquish any and all interest in the Rucker Building, including proceeds from any future sale, and the City has agreed to the same. AGREEMENT NOW, THEREFORE, in consideration of the respective agreements set forth below and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the County and the City agree as follows: 1. RELINQUISHMENT OF INTEREST. The City hereby relinquishes, releases and conveys to the County any and all right, title and interest held by the City in the Rucker Building, including, but not limited to, proceeds from any future sale or other right to reimbursement. In order to more fully effectuate its relinquishment of interest, the City shall executed a quitclaim deed in favor of the County in substantially the form attached to this Agreement as Exhibit A. 2. CONTINUATION OF PUBLIC HEALTH SERVICES. The parties agree and acknowledge that the County’s operation of a County Health Department in the Rucker Building comprises a public benefit, and further, that this Agreement ensures the uninterrupted and continuous delivery of public health services in Snohomish County to the direct benefit of the City and its residents. The City’s decision to relinquish its rights as described in Section 1 above is in consideration for these benefits and for the costs to be incurred by the County upon the creation of a County Health Department and the transition of uninterrupted public health services thereto. Further, the County agrees that proceeds from any future sale of the Rucker Building will be used exclusively for the provision of public health services in Snohomish County. 3. BINDING EFFECT. This Agreement shall be binding on and inure to the benefit of the County, the City, and their respective successors in interest and assigns. 4. COMPLETE AGREEMENT. This Agreement constitutes the entire agreement between the parties regarding the subject matter hereof and supersedes any and all prior oral or written agreements between the parties regarding the subject matter contained herein, including, but not limited to any memorandum of understanding, interlocal agreement, or District Charter Article VIII, Section 2. Any written or verbal agreements that are not set forth herein or incorporated herein by reference are expressly excluded. AGREEMENT TO RELINQUISH REAL PROPERTY INTEREST 3 5. EXECUTION IN COUNTERPARTS. This Agreement may be executed in counterparts, each of which shall constitute an original and all of which shall constitute one and the same Agreement. IN WITNESS WHEREOF the parties hereto have executed this Agreement as of the date first above written. subdivision of the State of Washington, Sign:____________________________ Print:____________________________ Date: ___________________________ ___________________________ rney Approved as to Form: ________________________________ Attorney EXHIBIT A Form of Quit Claim Deed Return Address: Snohomish County Attn: Property Officer 3000 Rockefeller Ave. M/S 404 Everett, WA 98201 Document Title(s) Quit Claim Deed Reference Number(s) of Related Documents: n/a Grantor(s) (Last name first, then first name and initials): City of _____________, a municipal corporation of the State of Washington Grantee(s) (Last name first, then first name and initials): Snohomish County, a political subdivision of the State of Washington Legal description Section 30 Township 29 Range 5 Quarter NE EVERETT DIV H PLAT OF BLK 720 D- 00 - LOTS 22-23-24-25-26-27-28-29 BLK 720 TGW TH PTN LOT 21 BLK 720 SD PLAT DAF BEG NW COR SD LOT 21 TH S00*00 07E ALGWLY LN THOF 0.37FT TH S89*47 16E 91.39FT TO N LN SD LOT 21 TH N89*58 55W ALG SD N LN 91.38FT TO POB EXC TH PTN LOT 22 BLK 720 SD PLAT DAF BEG SE COR SD LOT 22 TH N00*00 00W ALG ELY LN THOF 0.11FT THS89*47 16W 28.50FT TO S LN SD LOT 22 TH S89*58 55E ALG SD LN 28.50FT TO TPB PER BDY LN AGRMNT REC AFN 201811070134 & SURV REC AFN 201811075001 Assessor's Property Tax Parcel/Account Number 004375-720-022-00 QUIT CLAIM DEED Grantor, City of _____________________, a municipal corporation of the State of Washington, for and in consideration of ten and 00/100s dollars ($10.00) and other good and valuable consideration, in hand paid, conveys and quitclaims to Snohomish County, a political subdivision of the State of Washington, that certain real property situated in the County of Snohomish, State of Washington, that is more particularly described on Schedule 1 attached hereto. DATED:______________________, 2022 Grantor: CITY OF _________________ By: _______________________________ Its: _______________________________ STATE OF WASHINGTON ) : § COUNTY OF SNOHOMISH ) On this _________ day of ________________________, 2022, before me personally appeared ______________________________________, to me known to be the ___________________________________, of the City of ________________, that executed the foregoing instrument, and acknowledged said instrument to be the free and voluntary act and deed of said municipal corporation, for the uses and purposes therein mentioned, and on oath stated that ____ was duly elected, qualified and acting as said officer or member of the municipal corporation, and that ____was authorized to execute said instrument on behalf of said municipal corporation. GIVEN under my hand and official seal the day and year last above written. Signature: Notary (print name) Notary Public in and for the State of Washington, residing at_______________________________________ My commission expires_____________________________ Notary Seal Schedule 1 to Quit Claim Deed Assessor’s Tax Parcel No.: 004375-720-022-00 Lots 22, 23, 24, 25, 26, 27, 28 and 29, Block 720, Plat of Everett, Division “H,” according to the Plat thereof recorded in Volume 4 of Plats, page 50, records of Snohomish County, Washington. Together with that portion of Lot 21, Block 720, Plat of Everett Division “H,” according to the Plat thereof recorded in Volume 4 of Plats, page 50, records of Snohomish County, Washington, described as follows: Beginning at the Northwest corner of said Lot 21; thence South 00°00’07” East along the Westerly line thereof a distance of 0.37 feet; thence North 89°47’16” East a distance of 91.39 feet to the North line of said Lot 21; thence North 89°58’55” West along said North line a distance of 91.38 feet to the true point of beginning; Except that portion of Lot 22, Block 720, Plat of Everett Division “H,” according to the Plat thereof recorded in Volume 4 of Plats, page 50, records of Snohomish County, Washington, described as follows: Beginning at the Southeast corner of said Lot 22; thence North 00°00’00” West along the Easterly line thereof a distance of 0.11 feet; thence South 89°47’16” West a distance of 28.50 feet to the South line of said Lot 22; thence South 89°58’55” East along said line a distance of 28.50 feet to the Point of Beginning. Situate in the County of Snohomish, State of Washington City of Arlington Council Agenda Bill Item: WS #2 Attachment B COUNCIL MEETING DATE: October 24, 2022 SUBJECT: Contract with Parametrix for design services for the 2023 Utility & Pavement Preservation Program ATTACHMENTS: Scope of Work (SOW) and Fee Estimate from consultant Parametrix for design services for the 2023 Utility & Pavement Preservation Program; map showing 2023 planned pavement preservation and water main replacement program DEPARTMENT OF ORIGIN Public Works; Jim Kelly, Director 360-403-3505 EXPENDITURES REQUESTED: $190,239.71 BUDGET CATEGORY: Water Capital, TBD Fund BUDGETED AMOUNT: $345,000 (2023-2024 Budget)LEGAL REVIEW: DESCRIPTION: Review of the Scope of Work and fee estimate from Parametrix to provide engineering design services for the 2023 Utility and Pavement Preservation (UPP) Project. HISTORY: The City is continuing with the annual Utility and Pavement Preservation (UPP) capital improvement project for the years 2023-2024. The annual UPP project addresses the replacement of aged and failing water-sewer-storm infrastructure and resurfacing of roads in the same streets where utility improvements occur. The City began this multi-year project in 2018 and has to date completed $9,610,781 worth of combined utility and pavement preservation. The attached SOW and fee estimate is the result of the negotiations with Parametrix, Inc. and will produce the documents needed for the 2023 construction project. Funding for this work will be split between the City of Arlington 2023 Utility and Pavement Preservation Project 1 September 2022 EXHIBIT A SCOPE OF WORK City of Arlington 2023 Utility and Pavement Preservation Project (P02-548) INTRODUCTION Parametrix has been retained by the City of Arlington (City) to provide engineering services for the 2023 Utility and Pavement Preservation (UPP) Project. The following scope of services and accompanying fee estimate has been developed based on our understanding of the project and reflect the scoping discussion held on September 13, 2022. Similar to prior UPP projects, the City will provide support during the design development. The City support services are clarified within the scope under the Assumptions and City Support headings. 2023 Utility Improvements The proposed waterline replacements are located on 195th Street NE, 59th Avenue NE, and 66th Avenue NE. These vital water mains are comprised of 10-inch asbestos-cement (AC) and have exceeded their design lives. The improvements will replace existing AC main and install new 12-inch ductile iron water main in 195th Street NE, 59th Avenue NE, and 66th Avenue NE, as shown in bold blue on the attached 2023 UPP Project Area map. Approximately 2,600 linear feet (LF) of water main replacement is located within City right-of-way. The existing hydrants will be replaced as well, except for the recently replaced hydrant at 59th Avenue NE and 192nd Street NE. 2023 Pavement Preservation This part of the project focuses on pavement preservation improvements for road segments with failing pavement, including curb ramp replacements; utility casting adjustments; monument protection and casting adjustments; and minor improvements to existing sanitary sewer and stormwater structures. Minor structure improvements may include frame and cover replacement; grade ring replacement or repair; and structure replacement and pipe reconnection. Approximately 6,900 LF of pavement preservation will be performed on the road segments shown on the attached 2023 UPP Project Area map. · The anticipated pavement preservation improvements are summarized below and reflect the discussion held on September 13, 2022.  59th Avenue NE and 195th Street NE: 5-inch hot mix asphalt (HMA; 3-inch lift and 2-inch top lift) and 2-inch crushed surfacing base course (CSBC) subgrade leveling and compaction within travel lanes; 2-inch grind and overlay for existing asphalt shoulder/parking area (up to approximately 5 feet beyond the fog line). In the vicinity of the gravel pit entrance, add 5 inches of HMA and correct areas of localized ponding.  66th Avenue NE: trench restoration only. SCOPE OF WORK (continued) City of Arlington 2023 Utility and Pavement Preservation Project 2 October 2022  Woodbine Drive, Cedarbough Loop, Oakwood Place, and Shady Grove Place: 4-inch HMA (2-inch lifts) and 2-inch CSBC subgrade leveling and compaction. · Select curb and gutter replacement may be necessary, but otherwise the existing curb and gutter will remain in place. · Sidewalk improvements are not anticipated beyond the curb ramp limits. · Pavement improvements will generally match into existing pavement seams. · Approximately 15 curb ramp replacements are anticipated within the project area. For the purposes of tracking City funds, separate design subtasks and bid schedules will be used to distinguish the design services and construction costs associated with the utility and pavement preservation improvements. GENERAL ASSUMPTIONS · The City will be responsible for permitting, potholing, easement acquisition, bidding, and construction management. · The City will be responsible for all coordination associated with the anticipated railroad track spur crossing on 66th Avenue NE, including identification of ownership; permitting requirements and preparation; and outreach. The railroad track spur ownership is anticipated to be a private business. Open trench installation for the proposed water main is anticipated, and the spur will be temporarily closed for construction. Trenchless installation of the water main is not included in this scope of work. · The City will be responsible for coordinating project elements with key stakeholders, franchise utilities, and the public affected by the project. · The Contractor shall be responsible for the development of temporary traffic control plans; erosion and sediment control plans; and applying for City Right-of-Way Use permits. · The Contractor will be responsible for maintaining one lane of traffic within the project areas and access to the residents and businesses. · All environmental permits necessary for the Project will be obtained by the City. · The City has determined geotechnical services are not necessary for the project based on known suitable soil and existing pavement conditions per the discussion held with the City on September 13, 2022. · The City has determined topographic survey is not necessary for the project per the discussion held on September 13, 2022. · The base map for both Schedule A, Utility Improvements, and Schedule B, Pavement Preservation, will be based on the City-provided geographic information system (GIS) mapping, aerial imagery, and lidar. · All plans will be prepared in AutoCAD 2022 Civil 3D format. Approximately 800 LF can fit on one dual plan sheet. · All plan sheets will be dual plan. No profiles will be provided on any plan sheets. · Project meetings and site visits will be comprehensive and discuss both utility and pavement preservation aspects of the project. · One plan set and contract document package will be prepared for the comprehensive 2023 Utility and Pavement Preservation project. · The City review period is assumed to be 2 weeks. Review comments will be received in a complete, single submittal. SCOPE OF WORK (continued) City of Arlington 2023 Utility and Pavement Preservation Project 3 October 2022 · City and Washington State Department of Transportation (WSDOT) standard details/plans will be included in the Contract Provision Appendices, not in the Contract Plans. · Any work beyond this scope of work, such as an Add Alternate for additional pavement preservation, may require an amendment to the scope, budget, and schedule. TASK 1 – PROJECT MANAGEMENT Objective The objective of this task is to provide overall project management, leadership, and team strategic guidance aligned with City of Arlington staff objectives: coordinate, monitor, and control the project resources to meet the technical, communication, and contractual obligations required for developing and implementing the project scope. Approach This task includes general management functions that include the following: · Project Planning – Prepare a project management plan (PMP) to document and communicate the scope of work, budget, schedule, deliverables, communication protocols, risk management, change management, quality management, health and safety protocols, and project closeout as a road map for the project team. This work includes updating the project schedule developed by the City, using the City’s Smartsheet software. · Budget and Schedule Tracking – Track the project budget and staff commitments using Parametrix in- house tools to verify that progress is keeping pace with spending and schedule. · Biweekly Internal Team Meetings – Hold biweekly internal design team meetings to coordinate with the team and discuss design progress and next steps. · Monthly Invoices and Progress Reports – Prepare a monthly invoice and progress report for services performed by Parametrix. · Correspondence – Communicate with the City via email and phone to report the status of work activities, data needs, and matters requiring City input. Deliverables Deliverables for this task include the following: · Project schedule: up to two (2) updates (Smartsheet format). · Project management plan: draft and final (in Microsoft [MS] Word and portable document format [PDF]). · Monthly invoices and progress reports. · Phone calls and emails regarding project status. Assumptions Assumptions for this task include the following: · Anticipated notice to proceed will be around October 10, 2022. · Project duration is approximately 6 months. · Budget assumes up to twelve (12) 30-minute biweekly internal team meetings. · Biweekly internal team meetings will be attended by up to five (5) Parametrix staff. SCOPE OF WORK (continued) City of Arlington 2023 Utility and Pavement Preservation Project 4 October 2022 TASK 2 – DATA COLLECTION AND UTILITY COORDINATION Objective This task will include coordination with City staff and utilities to gather information necessary to develop the contract documents for bidding and construction. Subtask 2-01 – Data Request Approach The approach for this task includes the following: · Data Request List – Prepare a list of data needed for the project, submit the list to the City, and coordinate with the City during the data collection process. This includes preparing an additional list of supplemental data needed for the project, as necessary. · Review Data and Information – Review data and information provided by the City and extract relevant information for the project. This will include record drawings, previous studies or reports, GIS data, aerial imagery, construction photos, and other information related to the project sites. Deliverables Deliverables for this task include the following: · Electronic copies of formal “Data Request” (MS Word format). Assumptions Assumptions for this task include the following: · Up to two (2) data requests will be developed and submitted to the City. · The City will provide all available documentation for City facilities, as requested. Subtask 2-02 – Utility Coordination and Analysis Approach The approach for this task includes the following: · Request existing and proposed utility mapping from all utility companies located within the utility improvement project area. · Perform a utility conflict analysis for the preliminary water main alignments to identify potential utility conflicts. · Develop a list of potential conflict locations to obtain specific utility information, including dimensions, location, and depth, identifying areas to be potholed by the City to confirm existing utilities at critical locations of planned improvements. Deliverables Deliverables for this task include the following: · Documentation of utility conflict analysis and recommendations for utility potholing (electronic format). SCOPE OF WORK (continued) City of Arlington 2023 Utility and Pavement Preservation Project 5 October 2022 Assumptions Assumptions for this task include the following: · City crews will perform potholing and locating as determined by the utility conflict analysis. · Utility mapping and potholing are not anticipated to be necessary for the pavement preservation areas due to the shallow depth of the pavement and curb ramp improvements. TASK 3 – PRELIMINARY DESIGN (30%) Objective This task will include coordination with City staff and development of 30% design plans and opinion of probable construction cost (OPCC) for the utility and pavement preservation improvements. The 30% design will establish the foundational design elements to allow the project to advance to the 90% design submittal. Subtask 3-01 – Utility Improvements Objective This subtask will focus on the water main alignment, pipe size, valves, hydrants, connections, and restoration requirements. Approach The approach for this subtask includes the following: · Kickoff Meeting and Site Visit – Prepare for and attend a kickoff meeting and site visit to initiate the project design and better understand the City’s goals. Prepare a meeting agenda and meeting summary (draft and final). Following the meeting, perform a site visit with City engineering and operations staff to discuss the water main alignment, hydrants, and connections. During the site visit, the team will review the GIS data and existing site conditions. · 30% Plans – Parametrix will complete a preliminary design based on the City-provided GIS mapping, aerial imagery, lidar, and applicable City design guidelines. The plans will display the water main alignment, pipe size, valves, fittings, hydrants, and connection locations. The plan sheets will be dual plan view at 20-inch scale. · 30% OPCC – Parametrix will prepare an OPCC based on estimated quantities from the 30% Plans and recent bid tabs provided by the City. The work associated with the water main improvements will be captured in Bid Schedule A. · Quality Assurance/Quality Control (QA/QC) – Parametrix will manage and coordinate in-house QA reviews of the 30% plans and OPCC per the Parametrix Quality Guidance Document and Quality Protocols. The deliverables will go through a formal QC review by a qualified person with relevant experience. The QC reviews, revisions, and confirmation will be documented and preserved in the project folder for future use. Subtask 3-02 – Pavement Preservation Objective This subtask will focus on the pavement preservation and curb ramp replacements. SCOPE OF WORK (continued) City of Arlington 2023 Utility and Pavement Preservation Project 6 October 2022 Approach The approach for this subtask includes the following: · Kickoff Meeting and Site Visit – Prepare for and attend a kickoff meeting and site visit to initiate the project design and better understand the City’s goals. Prepare a meeting agenda and meeting summary (draft and final). Following the meeting, perform a site visit with City engineering and operations staff to discuss the pavement preservation method and limits as well as curb ramp replacement types. · 30% Plans – Parametrix will complete a preliminary design based on the City-provided GIS mapping, aerial imagery, lidar, and applicable City design guidelines. The plans will display the pavement preservation methods and limits as well as curb ramp replacement locations and types. WSDOT Standard Plans will be referenced for curb ramp replacement types. The plan sheets will be dual plan view at 20-inch scale. · 30% OPCC – Parametrix will prepare an OPCC based on estimated quantities from the 30% Plans and recent bid tabs provided by the City. The work associated with the pavement preservation improvements will be captured in Bid Schedule B. · QA/QC – Parametrix will manage and coordinate in-house QA reviews of the 30% plans and OPCC per the Parametrix Quality Guidance Document and Quality Protocols. The deliverables will go through a formal QC review by a qualified person with relevant experience. The QC reviews, revisions, and confirmation will be documented and preserved in the project folder for future use. Task 3 Deliverables Deliverables for this task include the following: · Agenda and summary of the kickoff meeting and site visit (draft and final). · 30% plans at half size (11x17 inches) in electronic format (PDF). · 30% OPCC in electronic format (PDF). Task 3 Assumptions Assumptions for this task include the following: · The kickoff meeting and site visit will be held in person and attended by two (2) Parametrix team members. The utility and pavement preservation meeting and site visit will be combined into one and occur on the same day. Task 3 City Support · Review meeting agenda and summary and provide comments. · Attend site visit with the project team. · Complete technical review of the 30% design completion submittal and provide one compiled written set of comments. TASK 4 – FINAL DESIGN (90%) Objective This task will include coordination with City staff and development of utility and pavement preservation 90% design plans, specifications, and OPCC for City review. SCOPE OF WORK (continued) City of Arlington 2023 Utility and Pavement Preservation Project 7 October 2022 Subtask 4-01 – Utility Improvements Objective This subtask will focus on advancing the water main improvements and incorporating City review comments. Approach The approach for this subtask includes the following: · 30% Review Meeting and Site Visit – Prepare for and attend a 30% design review meeting and site visit to discuss final design development for the utility improvements. Prepare a meeting agenda and meeting summary (draft and final). Following the meeting, perform a site visit with City engineering and operations staff to discuss the water main alignment, unique service connections, miscellaneous utility structure improvements, and restoration requirements. Prior to the review meeting, the City will complete their technical review of the 30% design completion submittal and provide one compiled written set of comments. · Over-the-Shoulder Review Meeting – Prepare for and attend a virtual over-the-shoulder design progress review meeting midway through development of the 90% submittal. The meeting will focus on design clarifications and City feedback for the utility improvements and restoration requirements. · 90% Plans – Preliminary design drawings (30% design completion) will be revised and further developed to incorporate comments from the City’s review of the preliminary design. The plans will be developed to the 90% design level and display meter locations, service lines, pothole data, concrete driveway and sidewalk replacement needs, water meter matrix, utility details, and a structures table to identify the minor storm and sanitary sewer structure improvements. · 90% Specifications – Project special provisions and appendices will be prepared to support the design and to be included in the contract documents. Specifications will be prepared based on the City’s standard special provisions to the most current WSDOT Standard Specifications. The City's front-end specifications will be reviewed for consistency between technical specifications and contractual documents. · 90% OPCC – The 30% design OPCC will be revised per the design revisions and advanced to the 90% design completion level. · QA/QC – Parametrix will manage and coordinate in-house QA reviews of the 90% plans, specifications, and OPCC per the Parametrix Quality Guidance Document and Quality Protocols. The deliverables will go through a formal QC review by a qualified person with relevant experience. The QC reviews, revisions, and confirmation will be documented and preserved in the project folder for future use. Subtask 4-02 – Pavement Preservation Objective This subtask will focus on advancing the pavement preservation and curb ramp improvements. Approach The approach for this subtask includes the following: · 30% Review Meeting and Site Visit – Prepare for and attend a 30% design review meeting and site visit to discuss final design development for the pavement preservation improvements. Prepare a meeting agenda and meeting summary (draft and final). Following the meeting, perform a site visit with City engineering and operations staff to discuss curb ramp lengths and property restoration requirements. SCOPE OF WORK (continued) City of Arlington 2023 Utility and Pavement Preservation Project 8 October 2022 Prior to the review meeting, the City will complete their technical review of the 30% design completion submittal and provide one compiled written set of comments. · Over-the-Shoulder Review Meeting – Prepare for and attend a virtual over-the-shoulder design progress review meeting midway through development of the 90% submittal. The meeting will focus on design clarifications and City feedback for the pavement preservation improvements and property restoration requirements. · 90% Plans – Preliminary design drawings (30% design completion) will be revised and further developed to incorporate comments from the City’s review of the preliminary design. The plans will be developed to the 90% design level and display curb ramp lengths, pavement details, channelization, and property restoration needs. · 90% Specifications – Project special provisions and appendices will be prepared to support the design and to be included in the contract documents. Specifications will be prepared based on the City’s standard special provisions to the most current WSDOT Standard Specifications. The City's front-end specifications will be reviewed for consistency between technical specifications and contractual documents. · 90% OPCC – The 30% design OPCC will be revised per the design revisions and advanced to the 90% design completion level. · QA/QC – Parametrix will manage and coordinate in-house QA reviews of the 90% plans, specifications and OPCC per the Parametrix Quality Guidance Document and Quality Protocols. The deliverables will go through a formal QC review by a qualified person with relevant experience. The QC reviews, revisions, and confirmation will be documented and preserved in the project folder for future use. Task 4 Deliverables Deliverables for this task include the following: · Agenda and summary of all meetings (draft and final). · 90% plans at half size (11x17 inches) in electronic format (PDF). · 90% specifications and appendices in electronic format (MS Word and PDF). · 90% OPCC in electronic format (PDF). Task 4 Assumptions Assumptions for this task include: · The 30% review meeting and site visit will be held in person and attended by two (2) Parametrix team members. · The over-the-shoulder review meeting will be held virtually and attended by up to two (2) Parametrix team members. · The City will provide information on storm and sanitary sewer main improvements and the fire hydrants to remain and a list of water services prior to the 90% design submittal. · Detailed curb ramp design is not included in this scope of work. The curb ramp dimensions will include sufficient detail for quantity takeoff and initial field layout purposes—generally, basic ramp dimensions and type per WSDOT Standard Plans. The final ramp limits will be field verified by the City during construction, based on measurement of formwork and no right-of-way being required. SCOPE OF WORK (continued) City of Arlington 2023 Utility and Pavement Preservation Project 9 October 2022 Task 4 City Support · Review meeting agenda and summary and provide comments. · Attend site visit with the project team and provide input on final design improvements. · Collect and provide data for the Water Meter Matrix and Structures Table, summarizing the minor storm and sanitary sewer structure improvements for incorporation into the 90% design completion plans. · Determine the necessary ramp lengths and sidewalk removal limits for each curb ramp, and provide information to Parametrix for incorporation into the 90% design completion plans. · Prepare and provide electronic files and periodic updates of text, forms, schedules, and other components of the contract documents, including preferred “front-end” sections. · Complete technical review of the 90% design completion submittal and provide one compiled written set of comments. TASK 5 – FINAL DESIGN (BID READY) Objective This task will include coordination with City staff and development of utility and pavement preservation bid-ready plans, specifications, and opinion of OPCC for City bid advertisement. Final bid-ready plans will incorporate all prior review comments and will be suitable for bidding. Subtask 5-01 – Utility Improvements Objective This subtask will focus on incorporating City review comments and finalizing the water main improvements. Approach The approach for this subtask includes the following: · 90% Review Meeting – Prepare for and attend a virtual design review meeting with City engineering and operations staff to discuss review comments and gather input on key issues related to utility improvements. Prepare meeting agenda and meeting summary (draft and final). · Bid-Ready Plans, Specifications, and OPCC – The 90% design package will be revised to incorporate comments from the City’s review and advanced to bid ready. The contract documents and plans will be compiled, stamped, signed, and submitted to the City for their distribution and advertisement. · QA/QC – Parametrix will manage and coordinate in-house QA reviews of the Bid-Ready Plans, Specifications, and OPCC per the Parametrix Quality Guidance Document and Quality Protocols. The deliverables will go through a formal QC review by a qualified person with relevant experience. The QC reviews, revisions, and confirmation will be documented and preserved in the project folder for future use. Subtask 5-02 – Pavement Preservation Objective This subtask will focus on incorporating City review comments and finalizing the pavement preservation and curb ramp improvements. SCOPE OF WORK (continued) City of Arlington 2023 Utility and Pavement Preservation Project 10 October 2022 Approach The approach for this subtask includes the following: · 90% Review Meeting – Prepare for and attend a virtual design review meeting with City engineering and operations staff to discuss review comments and gather input on key issues related to pavement preservation and curb ramp improvements. Prepare meeting agenda and meeting summary (draft and final). · Bid-Ready Plans, Specifications, and OPCC – The 90% design package will be revised to incorporate comments from the City’s review and advanced to bid ready. The contract provisions and plans will be compiled, stamped, signed, and submitted to the City for their distribution and advertisement. · QA/QC – Parametrix will manage and coordinate in-house QA reviews of the Bid-Ready Plans, Specifications, and OPCC per the Parametrix Quality Guidance Document and Quality Protocols. The deliverables will go through a formal QC review by a qualified person with relevant experience. The QC reviews, revisions, and confirmation will be documented and preserved in the project folder for future use. Task 5 Deliverables Deliverables for this task include the following: · Agenda and summary of the 90% review meeting (draft and final). · Bid-Ready Plans at half size (11x17 inches) and full size (22x34 inches) in electronic format (PDF). · Bid-Ready Contract Provisions containing City front-end contract documents, project specifications, and appendices in electronic format (PDF). · Bid-Ready OPCC in electronic format (PDF). Task 5 Assumptions Assumptions for this task include: · The 90% review meeting will be held virtually and attended by up to two (2) Parametrix team members. · Parametrix shall apply a Washington Professional Engineer’s stamp with signature and date on the final bid-ready edition of the design plans and specifications. · The final bid packages will include two bid schedules, one for utility improvements and another for pavement preservation. Task 5 City Support · Review meeting agenda and summary and provide comments. · City to coordinate and submit bid-ready contract documents to Builders Exchange of Washington. SCOPE OF WORK (continued) City of Arlington 2023 Utility and Pavement Preservation Project 11 October 2022 TASK 6 – BIDDING ASSISTANCE Objective This task will include supporting the City on an as-needed basis during bidding of the project. Approach The approach for this task includes the following: · Bidder Inquiries – With direction from the City, respond to questions from bidders, subcontractors, equipment suppliers, and other vendors regarding the project plans and specifications. Maintain a written record of communications during bidding process. · Addenda – Assist the City in the preparation of any addenda as necessary to clarify the contract documents. Deliverables Deliverables for this task include the following: · Written responses to bidders’ questions as required. · Draft addenda as required for the City to distribute to plan holders. Assumptions Assumptions for this task include: · The City will be responsible for tasks associated with printing bid documents, document distribution, bid advertisement, addenda distribution, plan holder administration, bid evaluation, bid tabulation, etc. · Parametrix’s support services during bidding will be performed up to the extent of the fee estimate. · Up to three (3) responses to bidder inquiries will be prepared for the City. · Up to two (2) draft addenda will be prepared for the City. The City will finalize and sign the addenda. PRELIMINARY ESTIMATED SCHEDULE Parametrix will begin work immediately upon receipt of Notice to Proceed from the City. Parametrix will proceed according to the preliminary estimated schedule shown below; however, the schedule may change due to design collaboration efforts with the City. Factors beyond Parametrix’s control may also require schedule modifications. Kickoff Meeting and Site Visit Late October 2022 Data Collection Mid-October – November 2022 Preliminary Design (30%) Mid-October – Mid-December 2022 Final Design (90%) January – Early March 2023 Bid-Ready Documents Mid-April 2023 Bidding and Award Mid to Late April 2023 Construction June – September 2023 SCOPE OF WORK (continued) City of Arlington 2023 Utility and Pavement Preservation Project 12 October 2022 PRELIMINARY DRAWING LIST Sheet Drawing Name 1 G1 Title Sheet, Vicinity Maps, and Drawing Index 2 G2 Abbreviations and Legends 3 G3 General Notes 4 U1 Utility Improvements Horizontal Control and Key Sheet 5 U2 Utility Improvements-1 6 U3 Utility Improvements-2 7 U4 Utility Improvements-3 8 U5 Utility Improvements-4 9 UD1 Water Meter Matrix and Details 10 P1 Pavement Preservation Sheet Layout 11 P2 Pavement Preservation-1 12 P3 Pavement Preservation-2 13 P4 Pavement Preservation-3 14 P5 Pavement Preservation-4 15 P6 Pavement Preservation-5 16 P7 Pavement Preservation-6 17 P8 Pavement Preservation-7 18 P9 Pavement Preservation-8 19 P10 Pavement Preservation-9 20 PD1 Pavement Details-1 21 PD2 Pavement Details-2 22 CH1 Channelization Plan-1 23 CH2 Channelization Plan-2 Client: City of Arlington Project: 2023 Utility and Pavement Preservation (P02-548) Parametrix Project No: PArlington2023 BUDGET October 5, 2022 Je n n a L . T . An d e r s o n Sp e n c e r E . Og d e n Bu t c h R . Pu r g a n a n Na t h a n S . Sm i t h Ca i t l i n V . Wi l l i a m s Jo h n L . Wr i g h t Ma r c K e n d a l l Ma r c i K . Ga m o n Am a n d a B . Lu c a s Je a n N . Jo h n s o n Lo r i A . Gi l b e r t s o n Sr E n g i n e e r En g i n e e r I I I De s i g n e r I V En g i n e e r I En g i n e e r I Sr E n g i n e e r Sr E n g i n e e r Pr o j e c t C o n t r o l s Sp e c i a l i s t Pu b l i c a t i o n s Su p e r v i s o r Sr C o n t r a c t Ad m i n i s t r a t o r Sr P r o j e c t Ac c o u n t a n t $234.74 $155.24 $177.32 $116.06 $111.32 $253.65 $214.24 $142.79 $134.53 $172.14 $141.63 Task SubTaskDescription Labor Dollars Labor Hours 1 Task 1 - Project Management $15,683.91 92 24 38 6 6 6 0 0 6 2 1 3 1 1.1 Project Planning $4,182.00 23 8 12 2 1 1 1.2 Budget and Schedule Tracking $1,635.66 9 3 6 1 1.3 Bi-Weekly Internal Team Meetings $5,233.80 33 6 9 6 6 6 1 1.4 Monthly Invoices and Progress Reports $2,917.29 18 3 6 6 3 1 1.5 Correspondence $1,715.16 9 4 5 2 Task 2 - Data Collection $4,559.48 31 4 14 0 0 13 0 0 0 0 0 0 2 2.1 Data Request $2,355.84 15 2 10 3 2 2.2 Utility Coordination and Analysis $2,203.64 16 2 4 10 3 Task 3 - Preliminary Design (30%)$50,086.34 335 35 80 50 100 60 4 6 0 0 0 0 3 3.1 Utility Improvements $19,569.98 131 13 34 20 0 60 4 0 0 0 0 0 3 3.1 Kick-off Meeting and Site Visit $1,325.18 7 3 4 3 3.1 30 Percent Plans and Estimate $17,230.20 120 10 30 20 60 3 3.1 Quality Assurance/Quality Control (QA/QC)$1,014.60 4 4 3 3.2 Pavement Preservation $30,516.36 204 22 46 30 100 0 0 6 0 0 0 0 3 3.2 Kick-off Meeting and Site Visit $1,870.40 10 4 6 3 3.2 30 Percent Plans and Estimate $27,360.52 188 18 40 30 100 3 3.2 Quality Assurance/Quality Control (QA/QC)$1,285.44 6 6 4 Task 4 - Final Design (90%)$74,377.24 504 57 123 48 150 100 6 8 0 12 0 0 4 4.1 Utility Improvements $30,395.72 208 20 56 20 0 100 6 0 0 6 0 0 4 4.1 30 Percent Review Meeting and Site Visit $1,325.18 7 3 4 4 4.1 Over the Shoulder Review Meeting $545.22 3 1 2 4 4.1 90 Percent Plans, Specifications and Estimate $27,003.42 192 16 50 20 100 6 4 4.1 Quality Assurance/Quality Control (QA/QC)$1,521.90 6 6 4 4.2 Pavement Preservation $43,981.52 296 37 67 28 150 0 0 8 0 6 0 0 4 4.2 30 Percent Review Meeting and Site Visit $1,870.40 10 4 6 4 4.2 Over the Shoulder Review Meeting $700.46 4 1 3 4 4.2 90 Percent Plans, Specifications and Estimate $39,696.74 274 32 58 28 150 6 4 4.2 Quality Assurance/Quality Control (QA/QC)$1,713.92 8 8 5 Task 5 - Final Design (100% Bid Ready)$40,673.44 274 26 74 30 76 50 4 6 0 8 0 0 5 5.1 Utility Improvements $15,972.26 109 9 32 10 0 50 4 0 0 4 0 0 5 5.1 90 Percent Review Meeting $545.22 3 1 2 5 5.1 100 Percent Bid Ready Plans, Specifications and Estimate $14,412.44 102 8 30 10 50 4 5 5.1 Quality Assurance/Quality Control (QA/QC)$1,014.60 4 4 5 5.2 Pavement Preservation $24,701.18 165 17 42 20 76 0 0 6 0 4 0 0 5 5.2 90 Percent Review Meeting $700.46 4 1 3 5 5.2 100 Percent Bid Ready Plans, Specifications and Estimate $22,715.28 155 16 39 20 76 4 5 5.2 Quality Assurance/Quality Control (QA/QC)$1,285.44 6 6 6 Task 6 - Bidding Assistance $4,709.30 27 7 14 2 0 0 0 0 0 4 0 0 6 6.1 Bidder Inquiries $1,904.72 11 3 6 2 6 6.2 Addenda $2,804.58 16 4 8 2 2 Labor Totals:$190,089.71 1,263 153 343 136 332 229 14 20 6 26 1 3 Totals:$190,089.71 $35,915.22 $53,247.32 $24,115.52 $38,531.92 $25,492.28 $3,551.10 $4,284.80 $856.74 $3,497.78 $172.14 $424.89 Other Direct Expenses Other Direct Costs $150.00 Other Direct Expenses Total:$150.00 Project Total $190,239.71 Burdened Rates: 2023 Utility Improvements and Pavement Preservation Workplan Map 1 of ?? 10/17/2022 PMLayouts:UPP_Planning 2023 City of Arlington Sheet: Date: Scale: File:Maps and GIS data are distributed “AS-IS” without warranties of any kind, either express or implied, including but not limited to warranties of suitability for a particular purpose or use. Map data are compiled from a variety of sources which may contain errors and users who rely upon the information do so at their own risk. Users agree to indemnify, defend, and hold harmless the City of Arlington for any and all liability of any nature arising out of or resulting from the lack of accuracy or correctness of the data, or the use of the data presented in the maps. 82 N D D R N E TOPPER 63 R D A V E N E CARLISLEPL INVERNESSDR 71STDRNE NOBLEDR BALLANTRAE DR 78THPLNE CAMBRIDGEDR 191ST PL NE 62 N D A V E N E NCEDARBOUGHLOOP HLANDVIEW DRUPLANDDR OX F O R D D R W COUNTRY CLUB WHITEHAWKDR BOVEE LN 192ND ST NE KN O L L D R 188TH ST NE VALLEYVIEWDR GREYWALLSDR 192ND PL NE CH A M P I O N S D R 190TH P L N E NEWPORT DR VISTADR 180TH ST NE HAWKSVIEW DR59 T H A V E N E WOODLANDSWAY WO O D B I N E D R ARLINGTONVALLEYROAD ECOUNTRYCLUBDR 63 R D A V E N E EAGLE F I E L D D R CROWN RIDGE BLVD SR9 67TH AVE NE 1357 1304 1306 136 2 1358 13 5 9 13 6 3 1360 1022 1005 1286 10 2 7 1303 ±Legend Water Pipe PR Segments 1:13,347 Aerial 2020 Asset_ID Shape_Leng COA_YRINST PipeType PipeSize StreetName ProposedMa ProposedDi M-287 864.00 1960 AC 10 66th Ave NE DI 12 M-653 1,087.00 1970 AC 10 195th St NE DI 12 M-846 300.00 1970 AC 10 59th Ave NE DI 12 Draf t SEG_ID NAME START END LENGTH (FT)PCI 1027 1005 195 St NE 59 62 1022 1286 Woodbine Dr Woodlands Way Silverleaf Pl 800 31.49 1358 Woodbine Dr Silverleaf Pl Whitehawk Dr 250 44.38 1359 Woodbine Dr Whitehawk Dr Cedarbough 350 36.6 1363 Cedarbough Loop Woodlands Way Oakwood 420 34.97 1362 Cedarbough Loop Oakwood Shady Grove 250 53.14 1303 Cedarbough Loop Shady Grove Country Club Dr 900 23.67 1304 Oakwood Pl Cedarbough End of Cul-de-sac 160 22.06 1306 Shady Grove Pl Cedarbough End of Cul-de-sac 200 25.86 1357 Woodbine Dr Hawksview Woodlands Way 150 49.2 1360 Woodbine Dr Cedarbough Hawksview 557 56.5 City of Arlington Council Agenda Bill Item: WS #3 Attachment C COUNCIL MEETING DATE: October 24, 2022 SUBJECT: Sole Source Resolution for the procurement of a water tank bladder for the WRF No. 2 water system. ATTACHMENTS: Sole Source Resolution and email from certifying Wessel Tanks sole procurement source is CHC Columbia Hydronics DEPARTMENT OF ORIGIN Public Works; Jim Kelly, Director 360-403-3505 EXPENDITURES REQUESTED: $0 BUDGET CATEGORY: N/A BUDGETED AMOUNT: $0 LEGAL REVIEW: DESCRIPTION: Sole source resolution recognizing CHC Columbia Hydronics as the authorized manufacturer’s representative for Wessel Tank products in Washington state. HISTORY: The City of Arlington’s Water Reclamation Facility (WRF) has a non-potable water system, referred to as No. 2 water, for its process water systems. The No. 2 water system uses a Wessel Tank for maintaining system water pressure. The existing tank bladder has a large leak and the No. 2 water system no longer holds pressure. The leaking bladder for the No. 2 water system tank must be replaced. CHC Columbia Hydronics as the authorized manufacturer’s representative for Wessel Tank products in Washington state, staff is requesting a sole source resolution allowing the City to waive Washington Workshop; discussion only. At the November 7, 2022 Council meeting, the recommended motion will be, “I move to approve the Sole Source Resolution allowing the City to procure products directly from CHC Columbia Hydronics, and authorize the Mayor to sign the resolution, and authorize the requisition of needed replacement parts.” RESOLUTION NO. 2022-XXX A RESOLUTION OF THE CITY OF ARLINGTON TO WAIVE BID REQUIREMENTS FOR THE PROCUREMENT OF PARTS AND MATERIALS FOR A WESSEL PRESSURE TANK USED AT THE CITY OF ARLINGTON’S WATER RECLAMATION FACILITY WHEREAS, the City of Arlington Public Works Department operates a Water Reclamation Facility for the safe treatment of municipal wastewater; and WHEREAS, the Water Reclamation Facility uses a Wessel Pressure Tank to maintain pressure for the Facility’s Number 2 process water system which is necessary for the safe and continuous operation of the Water Reclamation facility; and WHEREAS, the bladder in the Water Reclamation Facility’s Wessel Pressure Tank is leaking and no longer holding adequate pressure to safely support the operations of the Water Reclamation Facility; and WHEREAS, CHC Columbia Hydronics is the authorized manufacturer’s representative for Wessel Tank products in Washington State; and WHEREAS, RCW 35.23.352(9) permits the waiving of bidding requirements for the purchase of materials which are clearly and legitimately limited to a single source of supply or services which are subject to special market conditions; NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Arlington, as follows: Section 1: The City Council of the City of Arlington hereby waives the bidding requirements for the procurements of parts and materials for the service, maintenance, or repair of the Wessel pressure tank for use by the City of Arlington Water Reclamation facility. Section 2: This resolution will be effective for three (3) years from the date of adoption. APPROVED by the Mayor and City Council of the City of Arlington this 7th day of November 2022. CITY OF ARLINGTON ___________________________________ ATTEST: Barbara Tolbert, Mayor ____________________________ Wendy Van Der Meersche City Clerk APPROVED TO FORM: _________________________ Steven J. Peiffle, City Attorney City of Arlington Council Agenda Bill Item: WS #4 Attachment DCOUNCIL MEETING DATE: October 24, 2022 SUBJECT: Arlington School District Capital Facilities Plan ATTACHMENTS: Ordinance and Capital Facilities Plan DEPARTMENT OF ORIGIN Community and Economic Development; Marc Hayes, Director 360-403-3457 EXPENDITURES REQUESTED: 0 BUDGET CATEGORY: 0 BUDGETED AMOUNT: 0 LEGAL REVIEW: DESCRIPTION: The Arlington School District is requesting that the city approve for inclusion in its Comprehensive Plan, the District’s 2022-2027 Capital Facilities Plan. School Districts are required by the Growth Management Act to provide a plan for future growth and future enrollment, and to establish impact fees consistent with the Comprehensive plan, which are used to fund new facilities only. HISTORY: The School District must present their updated Capital Facilities Plan to the City for adoption on an annual basis, thus allowing the City to collect School impact fees on new development as it occurs. As part of this adoption cycle, the School District requested that the City adopt the plan as a part of the City’s budget adoption process, as allowed by RCW 36.70A.130 (2) (a) (iv), to align with the processes used by both Snohomish County and City of Marysville. Planning Commission voted at a regular meeting on September 6, 2022, to unanimously approve recommendation of the plan to City ORDINANCE NO. 2022-XXX 1 ORDINANCE NO. 2022-XXX AN ORDINANCE OF THE CITY OF ARLINGTON, WASHINGTON AMENDING THE COMPREHENSIVE PLAN TO INCLUDE THE ARLINGTON SCHOOL DISTRICT CAPITAL FACILITIES PLAN AS PART OF THE CITY OF ARLINGTON CAPITAL FACILITIES PLAN WHEREAS, the City of Arlington, Washington has the authority to enact laws to promote the health, safety and welfare of its citizens as a way of controlling the use and development of property within its jurisdiction; and WHEREAS, the Arlington School District, in accordance with the GMA, has proposed amendments to its Capital Facilities Plan to accommodate projected student enrollment, to include a schedule and a financing program for capital improvements over the next 6 years (2022- 2027); and WHEREAS, the City Planning Commission considered these amendments at their September 6, 2022 workshop and recommended approval to the City Council; and WHEREAS, included in the review of the City’s Biennial Budget process, per RCW 36.70A130 (2)(a)(iv), was a proposed update to the Arlington School District Capital Facilities Plan; and WHEREAS, the City Council considered the same, along with the Planning Commission recommendations, at their workshop meeting October 24, 2022, and held an open record public hearing on November 7, 2022 and determined approving the amendments was in the best interest of the City and its citizens; and WHEREAS, the City Council has considered the proposed comprehensive plan amendment and finds the same to be consistent with city and state law and in the best interests of the citizens; NOW, THEREFORE, the City Council of the City of Arlington do hereby ordain as follows: Section 1. Comprehensive Plan Amended. The City of Arlington Comprehensive Plan shall be amended to include the version of the “Arlington School District Capital Facilities Plan 2022 - 2027” approved by the Arlington School District on August 8, 2022 as part of the Capital Facilities Element (CF) of the Arlington Final Comprehensive Plan. Section 2. Effective Date. This ordinance or a summary thereof consisting of the title shall be published in the official newspaper of the City and shall take effect and be in full force five (5) days after publication. ORDINANCE NO. 2022-XXX 2 PASSED BY the City Council and APPROVED by the Mayor this 7th day of November 2022. CITY OF ARLINGTON ______________________________ Barbara Tolbert, Mayor Attest: ______________________________ Wendy Van Der Meersche, City Clerk Approved as to form: ______________________________ Steven J. Peiffle City Attorney ARLINGTON PUBLIC SCHOOLS CAPITAL FACILITIES PLAN 2022-2027 Adopted: August 8, 2022 ARLINGTON PUBLIC SCHOOLS CAPITAL FACILITIES PLAN 2022-2027 BOARD OF DIRECTORS Mary Levesque, President Sherri Kelly, Vice President Michael Kingman Erica Knapp Michael Ray SUPERINTENDENT Dr. Chrys Sweeting For information regarding the Arlington Public Schools Capital Facilities Plan, contact the Office of the Superintendent, District Administration Office, 315 N. French Avenue, Arlington, WA 98223. Telephone: (360) 618-6200. Approved by the Board of Directors on August 8, 2022 1 Table of Contents Page Section 1. Introduction ..............................................................................................................2 Section 2. District Educational Program Standards ..................................................................6 Section 3. Capital Facilities Inventory ......................................................................................9 Section 4. Student Enrollment Projections .............................................................................12 Section 5. Capital Facilities Needs .........................................................................................14 Section 6. Capital Facility Financing Plan ..............................................................................16 Section 7. School Impact Fees ................................................................................................19 Appendix A ……………………………………………...……..Population and Enrollment Data Appendix B ……………………………………………...……………Student Generation Rates Appendix C ……………………………………………...……………..Impact Fee Calculations 2 INTRODUCTION A. Purpose of the Capital Facilities Plan The Washington State Growth Management Act (the “GMA”) includes schools in the category of public facilities and services. School districts have adopted capital facilities plans to satisfy the requirements of the GMA and to identify additional school facilities necessary to meet the educational needs of the growing student populations anticipated in their districts. Arlington Public Schools (the “District”) has prepared this Capital Facilities Plan (the “CFP”) to provide Snohomish County (the “County”) and the City of Arlington (the “City”) with a schedule and financing program for capital improvements over the next six years (2022-2027). In accordance with the Growth Management Act, the Snohomish County Ordinance Nos. 97-095 and 99-107, this CFP contains the following required elements:  Future enrollment forecasts for each grade span (elementary, middle, and high schools).  An inventory of existing capital facilities owned by the District, showing the locations and capacities of the facilities.  A forecast of the future needs for capital facilities and school sites.  The proposed capacities of expanded or new capital facilities.  A six-year plan for financing capital facilities within projected funding capacities, which clearly identifies sources of public money for such purposes. The financing plan separates projects and portions of projects which add capacity from those which do not, since the latter are generally not appropriate for impact fee funding.  A calculation of impact fees to be assessed and support data substantiating said fees. In developing this CFP, the District followed the following guidelines set forth in the S nohomish County General Policy Plan:  District should use information from recognized sources, such as the U.S. Census or the Puget Sound Regional Council. School districts may generate their own data if it is derived through statistically reliable methodologies. The information must not be inconsistent with Office of Financial Management (“OFM”) population forecasts. Student generation rates must be independently calculated by each school district.  The CFP must comply with the GMA.  The methodology used to calculate impact fees must comply with the GMA. In the event that impact fees are not available due to action by the state, county or cities within the District, the District in a future CFP update must identify alternative funding sources to replace the intended impact fee funding.  The methodology used to calculate impact fees complies with the criteria and the formulas established by the County and the City. 3 Snohomish County’s Countywide Planning Policies direct jurisdictions in Snohomish County to “ensure the availability of sufficient land and services for future K-20 school needs.” Policy ED- 11. The District appreciates any opportunity for cooperative planning efforts with its jurisdictions. B. Overview of Arlington Public Schools Two-hundred square miles in area, the District encompasses the City of Arlington and portions of unincorporated Snohomish County. The District is bordered by the Conway, Darrington, Granite Falls, Lakewood, Marysville, Sedro-Woolley, and Stanwood-Camano School Districts. The District serves a student population of 5,374 (October 1, 2021 HC enrollment) with four elementary schools (K-5), two middle schools (grades 6-8), one high school (grades 9-12), one alternative high school (grades 9-12), and one support facility for home schooled children (grades K-12). For the purposes of facility planning, this CFP considers grades K-5 as elementary, grades 6-8 as middle school, and grades 9-12 as high school. For purposes of this CFP, enrollment in the Stillaguamish Valley School (a home school support facility serving grades K-12), the alternative high school (Weston), and the Arlington Online Program (AOP) is not included. The District has experienced moderate growth in recent years after a period of declining student population. For a period of years (2012-2015) the District, due to the declining student population, did not prepare an updated Capital Facilities Plan. The District prepared a CFP in 2016 in anticipation of potential growth, enrollment increases, and future capacity needs. Growth has been steady in the District since 2016 and is projected to continue to increase at all grade levels over the six year planning period. Similar to school districts nationwide, the COVID-19 pandemic affected student enrollment. The District saw a drop in enrollment starting in the 2020-21 school year and continuing into the fall of 2021, most notably at the K-5 level, as families considered alternative education opportunities during the pandemic. With the return to in-person learning, the District anticipates that enrollment will return to pre-pandemic projections and continue to growth over the six-year planning period. This 2022 update builds on the 2020 CFP and identifies a growth-related projects at the middle school level and anticipates the completion of an addition at the high school in the summer of 2022. 4 FIGURE 1 - MAP OF FACILITIES Annotations to District Map: Site Name Site Type Street Address City State Zip District Office Support 315 N French Ave Arlington WA 98223 Support Services, Old High School Building Support 135 S French Ave Arlington WA 98223 Transportation Center Support 19124 63rd Ave NE Arlington WA 98223 Arlington High School Instructional 18821 Crown Ridge Blvd. Arlington WA 98223 Weston High School Instructional 4407 - 172nd Street NE Arlington WA 98223 Stillaguamish Valley Learning Center Instructional 1215 East 5th Street Arlington WA 98223 Haller Middle School Instructional 600 East 1st Street Arlington WA 98223 Post Middle School Instructional 220 East 5th Street Arlington WA 98223 Eagle Creek Elementary Instructional 1216 East 5th Street Arlington WA 98223 Kent Prairie Elementary Instructional 8110 - 207th Street NE Arlington WA 98223 Pioneer Elementary Instructional 8213 Eaglefield Drive Arlington WA 98223 Presidents Elementary Instructional 505 East 3rd Street Arlington WA 98223 5 6 SECTION 2 DISTRICT EDUCATIONAL PROGRAM STANDARDS School facility and student capacity needs are dictated by the types and amounts of space required to accommodate the District’s adopted educational program. The educational program standards which typically drive facility space needs include grade configuration, optimum facility size, class size, educational program offerings, classroom utilization and scheduling requirements, and use of relocatable classrooms (portables). In addition to student population, other factors such as collective bargaining agreements, government mandates, and community expectations also affect classroom space requirements. Traditional educational programs are often supplemented by programs such as special education, bilingual education, preschool and daycare programs, computer labs, and music programs. These programs can have a significant impact on the available student capacity of school facilities. A. Districtwide Educational Program Standards Special programs offered by the District at specific school sites include, but are not limited to:  APPLE (formerly named ECEAP);  Elementary program for students with special needs; and  Enhanced Learning Program/Highly Capable; and  English Language Learner Program (Eagle Creek Elementary). District educational program standards may change in the future as a result of various external or internal changes. External changes may include mandates or needs for special programs, or use of technology. Internal changes may include modifications to the program year, class sizes, and grade span configurations. Changes in physical aspects of the school facilities could also affect educational program standards. The school capacity inventory will be r eviewed periodically and adjusted for any changes to the educational program standards. These changes will also be reflected in future updates of this CFP. The District educational program standards which directly affect school capacity are outlined below for the elementary, middle, and high school grade levels. Each grade span has a targeted level of service (LOS) which is expressed as a “not to exceed” number. The minimum LOS for each grade span is expressed as “maximum average class size”. This figure is used to determine when another class is added. When this average is exceeded, the District will add additional classes if space is available. Only academic classes are used to compute the maximum average class size. The District has fully implemented full-day kindergarten in and reduced K-3 class size requirements. 7 B. Educational Program Standards for Elementary Schools  Class size for Kindergarten and grades 1-3 is targeted not to exceed 21 students, with a maximum average class size of 21 students;  Class size for grade 4 is targeted not to exceed 25 students, with a maximum average class size of 27 students;  Class size for grade 5 is targeted not to exceed 27 students, with a maximum average class size of 29 students;  Special Education for some students is provided in a self-contained classroom;  Music instruction will be provided in a separate classroom (when available); and  All elementary schools currently have a room dedicated as a computer lab, or have access to mobile carts with laptop computers for classroom use. C. Educational Program Standards for Middle and High Schools  Class size for grade 6 is targeted not to exceed 27 students, with a maximum average class size of 29 students  Class size for middle school grades 7-8 is targeted not to exceed 29 students, with a maximum average class size of 31 students;  Class size for high school grades 9-12 is targeted not to exceed 30 students, with a maximum average class size of 32 students;  It is not possible to achieve 100% utilization of all regular teaching stations throughout the day. Therefore, high school classroom capacity has been adjusted using a utilization factor in the range of 90% to 96% (based on a regular school day). Middle school classroom capacity has been adjusted using a utilization factor of 85%;  Special Education for some students will be provided in a self-contained classroom; and  Identified students will also be provided other programs in classrooms designated as follows: 1. Resource Rooms (i.e. computer labs, study rooms). 2. Learning Support Centers. 3. Program Specific Classrooms (i.e., music, drama, art, home and family education). D. Minimum Educational Service Standards The District will evaluate student housing levels based on the District as a whole system and not on a school by school or site by site basis. This may result in portable classrooms being used as interim housing, attendance boundary changes or other program changes to balance student housing across the system as a whole, while meeting the District’s paramount duties under the State Constitution. A boundary change or a significant programmatic change would be made by the District’s Board of Directors following appropriate public review and comment. The District 8 may also request that development be deferred until planned facilities can be completed to meet the needs of the incoming population; however, the District has no control over the ultimate land use decisions made by the permitting jurisdictions. The District’s intent is to adhere to the target facility service standards noted above without making significant changes in program delivery. At a minimum, average class size in the grade K -8 classrooms will not exceed 26 students and average class size in 9-12 classrooms will not exceed 32 students. For purposes of this determination, the term “classroom” does not include special education classrooms or special program classrooms (i.e. computer labs, art rooms, chorus and band rooms, spaces used for physical education, and other special program areas). Furthermore, the term “classroom” does not apply to special programs or activities that may occur in a regular classroom or to classes held in assembly halls, gyms, cafeterias, or other common areas. The minimum educational service standards are not the District’s desired or accepted operating standard. For the school years of 2019-20 and 2020-21, the District’s compliance with the minimum level of service was as follows 2019-20 School Year LOS Standard MINIMUM LOS# Elementary REPORTED LOS Elementary MINIMUM LOS Middle REPORTED LOS Middle MINIMUM LOS High REPORTED LOS High 26 22.48 26 20.04 32 33.68 * The District determines the reported service level by adding the number of students in regular classrooms at each grade level and dividing that number by the number of teaching stations. 2020-21 School Year LOS Standard MINIMUM LOS# Elementary REPORTED LOS Elementary MINIMUM LOS Middle REPORTED LOS Middle MINIMUM LOS High REPORTED LOS High 26 20.06 26 19.19 32 32.19 * The District determines the reported service level by adding the number of students in regular classrooms at each grade level and dividing that number by the number of teaching stations. Portables are not included in this analysis. 9 SECTION 3 CAPITAL FACILITIES INVENTORY The facilities inventory serves to establish a baseline for determining the facilities necessary to accommodate future demand (student enrollment) at acceptable levels of service. This section provides an inventory of capital facilities owned and operated by the District including schools, relocatable classrooms, undeveloped land, and support facilities. School facility capacity was inventoried based on the space required to accommodate the District’s adopted educational program standards. See Section 2. A map showing locations of District facilities is provided as Figure 1. A. Schools The District maintains four elementary schools, two middle schools, one high school, an alternative high school, and the Stillaguamish Valley School (a Home- School Support center). Elementary schools currently accommodate grades K-5, the middle schools serve grades 6-8, and the high school and alternative high school provide for grades 9-12. The Stillaguamish Valley School serves grades K-12. School capacity was determined based on the number of teaching stations within each building and the space requirements of the District’s adopted educational program. It is this capacity calculation that is used to establish the District’s baseline capacity, and to determine future capacity needs based on projected student enrollment. The school capacity inventory is summarized in Tables 1, 2, and 3. The Stillaguamish Valley School and Weston High School are housed in separate District-owned facilities and are not included in this CFP for the purposes of measuring capacity or projecting enrollment. Relocatable classrooms are not viewed by the District as a solution for housing students on a permanent basis. Therefore, these facilities were not included in the school capacity calculations provided in Tables 1, 2, and 3. Table 1 Elementary School Inventory Elementary School Site Size (Acres) Building Area (Square Feet) Teaching Stations Permanent Capacity Year Built or Remodeled Eagle Creek 23.70 57,362 28 630 1989 Kent Prairie 10.10 57,362 28 630 1993 Presidents 12.40 60,977 31 680 2004 Pioneer 20.60 61,530 25 562 2002 TOTAL 66.80 237,231 112 2,502 10 Table 2 Middle School Inventory Middle School Site Size (Acres) Building Area (Square Feet) Teaching Stations* Permanent Capacity Year Built or Remodeled Post Middle 24.60 76,323 36 757 1993 Haller Middle 25.46 86,002 31 612 2006 TOTAL 50.06 162,325 67 1,369 *Includes a total of six special education classrooms between both schools. Table 3 High School Inventory High School Site Size (Acres) Building Area (Square Feet) Teaching Stations Permanent Capacity Year Built or Remodeled Arlington High 54.00 256,181 53 1,780 2003; 2022 B. Relocatable Classrooms Relocatable classrooms are used on an interim basis to house students until funding can be secured to construct permanent classrooms. The District currently uses thirteen relocatable classrooms at various school sites throughout the District to provide additional interim capacity (an additional 10 relocatables are located at Stillaguamish Valley School). A typical relocatable classroom can provide capacity for a full-size class of students. The District’s relocatable classrooms have adequate useful remaining life and are evaluated regularly. Current use for the 2022-19 school year of relocatable classrooms throughout the District is summarized in Table 4. Table 4 Relocatable Classroom (Portable) Inventory Elementary School Relocatables Interim Capacity Eagle Creek 2 58 Kent Prairie 4 84 Presidents 2 58 Middle School Relocatables Interim Capacity Post Middle 4 113 High School Relocatables Interim Capacity Arlington High 1 32 TOTAL 13 345 11 C. Support Facilities In addition to schools, the District owns and operates additional facilities, which provide operational support functions to the schools. An inventory of these facilities is provided in Table 5. Table 5 Support Facility Inventory Facility Building Area (Square Feet) Site Location Address Administration and Special Programs 21,402 Roosevelt Building, Presidents 315 N. French Ave Transportation 41,550 Leased 19124 63rd Ave Ne Support Services 70,991 Old HS “A” Bldg 135 S. French Ave D. Land Inventory & Other Facilities The District owns the following undeveloped sites:  A 167-acre site (“Hwy 530 Site”) located 1.5 miles from the city limits of Arlington adjacent to SR 530. The property is outside of the Urban Growth Area boundary and not serviced by municipal utilities. The District is currently negotiating a sale of this property.  Seven sites ranging from 25 to 160 acres that are managed as forest land by a forestland manager and generally topographically unsuitable for school site development.  An additional 58.9 acres at the Post Middle School site of farmland located in a floodplain and therefore unsuitable for development. The District owns the “A” Building on the former high school campus. The “A” Building has been taken out of educational use and is no longer eligible (by OSPI) for use as for classroom space. The Stillaguamish Valley School, which supports home-schooled students, is located on the Eagle Creek Elementary site. This facility consists of 10 portable classrooms and is not considered part of the District’s permanent facility capacity. Additionally, the District leases a 33,000 square foot building on a 10 acre site near the Arlington Airport. This remodeled building houses the (alternative) Weston High School. Since this site houses only alternative educational programs, the building’s capacity is not included as part of the District’s eligible facility inventory1. 1 Students enrolled in these alternative programs are not included in enrollment numbers for the purposes of this CFP update. 12 SECTION 4 STUDENT ENROLLMENT PROJECTIONS A. Projected Student Enrollment 2022-2027 Enrollment projections are most accurate for the initial years of the forecast period. In the past, the District has used the methodology from the Office of Superintendent of Public Instruction (OSPI) to determine enrollment projections. The cohort survival method uses historical enrollment data to forecast the number of students who will be attending school the following year. The cohort method has not proven to be a reliable measure for the Arlington School District. It uses a weighted average of the most recent years to project enrollment and is not designed to anticipate fluctuations in development patterns or isolated variances in student enrollment. This deficiency is exacerbated by enrollment anomalies that occurred as a result of the COVID pandemic, particularly in 2020. For information purposes only, the OSPI cohort survival projections are included in Appendix A-1. The District has worked with an outside demographer, FLO Analytics, to obtain enrollment projections that consider historic enrollment patterns, demographic and land use analysis based upon information from Snohomish County and the cities of Arlington and Marysville, census data, OFM forecasts, and Washington State Department of Health birth data. It also considers the impacts of the pandemic on enrollment. The detailed FLO Analytics forecast report is on file with the District and a grade level analysis is included in Appendix A-2. Using the District’s enrollment projections, the District anticipates an increase in enrollment increase of approximately 14.5% by the 2027-28 school year, with growth occurring at all grade levels. OFM population-based enrollment projections were estimated for the District using OFM population forecasts as adopted by Snohomish County. Between 2014 and 2019, the District’s enrollment constituted 17.2% of the total population in the District. In 2020, the District’s enrollment constituted 15.60% of the total population in the District. The District is choosing to rely on the assumption that District enrollment will follow the 2014-2019 pattern of 17.2%. Using this percentage, a total enrollment of 6,450 HC students is projected in 2027. Table 6 Projected Student Enrollment 2021-2027 * Actual October 2021 HC enrollment The District uses the adjusted District demographer’s enrollment projections for purposes of predicting enrollment during the six years of this Plan. The District will monitor actual enrollment over the next two years and, if necessary, make appropriate adjustments in the next Plan update. Change % Change Projection 2021* 2022 2023 2024 2025 2026 2027 21-27 21-27 District 5,374 5,545 5,678 5,861 5,927 6,039 6,135 779 14.5% OFM/County 5,374 5,553 5,732 5,911 6,090 6,269 6,450 1,076 20.02% 13 B. 2035 Enrollment Projections Student enrollment projections beyond 2027 are highly speculative. Based on OFM/County data for 2027 and an estimated student-to-population ratio of 17.2%, 8,084 HC students are projected for 2044. The total enrollment estimate was broken down by grade span to evaluate long-term site acquisition needs for elementary, middle, and high school facilities. Enrollment by grade span was determined based on recent and projected enrollment trends at the elementary, middle school, and high school levels. Projected enrollment by grade span for the year 20442 is provided in Table 7. Again, these estimates are highly speculative and are used only for general planning purposes. Table 7 Projected Student Enrollment (Ratio Method – OFM/County) 2044 Grade Span Projected Enrollment Elementary (K-5) 3,408 Middle School (6-8) 1,943 High School (9-12) 2,733 TOTAL (K-12) 8,084 2 Snohomish County Planning & Development Services provided the underlying data for the 2044 projections. 14 SECTION 5 CAPITAL FACILITIES NEEDS Projected available student capacity was derived by subtracting projected student enrollment from existing school capacity (excluding relocatable classrooms) for each of the six years in the forecast period (2022-2027). Capacity needs are expressed in terms of “unhoused students.” Note that the identified capacity needs do not include growth-related capacity needs from recent development. Table 8A below shows future capacity needs assuming no new construction during the planning period. Table 8A Future Capacity Needs Grade Span 2027 Projected Unhoused Students - Total 2027 Projected Unhoused Students – Growth Post- 2021 Elementary (K-5) 286 286 Middle School (6-8) 37 37 High School (9-12) 37 142 TOTAL (K-12) 360 465 Projected student capacity is depicted on Table 8B. This is derived by applying the projected number of students to the projected capacity. Planned improvements (if any) by the District through 2027 are included in Table 8B. It is not the District’s policy to include relocatable classrooms when determining future capital facility needs; therefore interim capacity provided by relocatable classrooms (including additions and adjustments) is not included. Information on relocatable classrooms and interim capacity can be found in Table 4. Information on planned construction projects can be found in Section 6 and the Financing Plan, Table 9. 15 Table 8B Projected Student Capacity 2022 - 2027 Elementary School Surplus/Deficiency Elementary 2021 2022 2023 2024 2025 2026 2027 Existing Capacity 2,502 2,502 2,502 2,502 2,502 2,502 2,502 Added Capacity Total Capacity 2,502 2,502 2,502 2,502 2,502 2,502 2,502 Enrollment 2,265 2,399 2,507 2,606 2,644 2,701 2,788 Surplus (Deficiency) 237 103 (5) (104) (142) (199) (286) Middle School Surplus/Deficiency Middle 2021 2022 2023 2024 2025 2026 2027 Existing Capacity 1,369 1,369 1,369 1,369 1,369 1,369 1,519 Added Capacity 150^ Total Capacity 1,369 1,369 1,369 1,369 1,369 1,519 1,519 Enrollment 1,279 1,289 1,284 1,278 1,366 1,393 1,406 Surplus (Deficiency) 77 80 85 91 3 126 113 ^Replacement and Expansion of Post Middle School High School Surplus/Deficiency High 2021 2022 2023 2024 2025 2026 2027 Existing Capacity 1,780 1,780 2,036 2,036 2,036 2,036 2,036 Added Capacity 256^ Total Capacity 1,780 2,036 2,036 2,036 2,036 2,036 2,036 Enrollment 1,817 1,858 1,883 1,977 1,917 1,945 1,959 Surplus (Deficiency) (37) 178 153 59 119 91 77 ^Arlington High School Addition (complete summer 2022) 16 SECTION 6 CAPITAL FACILITIES FINANCING PLAN A. Planned Improvements The District has identified several capacity projects within the six year planning period needed to meet growth-related needs: Permanent Capacity Adding Projects:  Replacement of Post Middle School with the addition of 150 new student seats.  Expansion of Arlington High School would add 256 additional student seats (anticipated to be complete in summer 2022, with remaining available capacity anticipated during the six-year planning period). Temporary Capacity Projects:  The District plans to add portable facilities at the elementary level and potentially at other levels during the six year planning period of this CFP. Property Acquisition:  The District plans to acquire land for an elementary school site. The District is also starting to plan for elementary capacity solutions as growth continues at that grade level. Future updates to the CFP will include any specifically planned projects. In the event that planned construction projects do not fully address space needs for student growth and a reduction in interim student housing, the Board could consider various courses of action, including, but not limited to:  Alternative scheduling options;  Changes in the instructional model;  Grade configuration changes;  Increased class sizes; or  Modified school calendar. Funding for planned improvements is typically secured from a number of sources including voter approved bonds, state school construction assistance program funds, and impact fees. Each of these funding sources is discussed in greater detail below. 17 B. Financing Sources 1. General Obligation Bonds/Capital Levies Bonds are typically used to fund construction of new schools and other capital improvement projects, and require a 60% voter approval. Capital levies require a 50% voter approval and can be used for certain capital improvement projects. In February 2020, the District presented a $25.1 million capital levy and $107.5 million bond measure to its voters. The voters approved the capital levy, which includes, among other things, funding for the new classrooms and a science, technology, engineering, art and math (STEAM) workshop wing addition at Arlington High School. The bond proposal included funding for the construction of a new middle school to replace Post Middle School. The bond did not achieve the required 60% minimum for passage. Subject to future Board action, the District anticipates presenting a bond proposal to the voters in 2024, which would include the replacement/expansion of Post Middle School. 2. State School Construction Assistance Funds State School Construction Assistance funds come from the Common School Construction Fund. The State deposits revenue from the sale of renewable resources from State school lands set aside by the Enabling Act of 1889 into the Common School Account. If these sources are insufficient to meet needs, the Legislature can appropriate General Obligation Bond funds or the Superintendent of Public Instruction can prioritize projects for funding. School districts may qualify for State School Construction Assistance funds for specific capital projects based on a prioritization system. The District is currently eligible for state school construction assistance funds at the 61.26% level for eligible projects. 3. Impact Fees Impact fees are a means of supplementing traditional funding sources for construction of public facilities needed to accommodate new development. C. Six-Year Financing Plan Table 9 demonstrates how the District intends to fund new construction and improvements to school facilities for the years 2022-2027. The financing components include capital levy funds, future bond revenue, impact fees, and other future sources. Projects and portions of projects which remedy existing deficiencies are not appropriate for impact fee funding. Thus, impact fees will not be used to finance projects or portions of projects which do not add capacity or which remedy existing deficiencies. 18 Table 9 Capital Facilities Financing Plan Improvements Adding Permanent Capacity (Costs in Millions) Project 2022 2023 2024 2025 2026 2027 Total Cost Bonds/ Levy/Other Local State Match Impact Fees Elementary Potential Property Purchase TBD X X Middle School Post Middle School Replacement and Expansion $33.200 $33.200 $33.200 $99.600 X X X High School Arlington High School Expansion $8.816* X X Improvements Adding Temporary Capacity (Costs in Millions) Project 2022 2023 2024 2025 2026 2027 Total Cost Bonds/ Levy/Other Local State Match Impact Fees Relocatables $0.600 $0.600 $0.600 $1.800 X X Noncapacity Improvements (Costs in Millions) Project 2022 2023 2024 2025 2026 2027 Total Cost Bonds/ Levy/Other Local State Match Impact Fees Various Schools (all grade levels) Security improvements; pedestrian safety improvements; energy efficiency measures; miscellaneous improvements $17.117* X *Project complete summer 2022; funds reflect total costs with some funds expended in previous years. 19 SECTION 7 SCHOOL IMPACT FEES The GMA authorizes jurisdictions to collect impact fees to supplement funding of additional public facilities needed to accommodate new development. Impact fees cannot be used for the operation, maintenance, repair, alteration, or replacement of existing capital facilities used to meet existing service demands. A. School Impact Fees in Snohomish County The Snohomish County General Policy Plan (“GPP”) which implements the GMA sets certain conditions for school districts wishing to assess impact fees:  The District must provide support data including: an explanation of the calculation methodology, a description of key variables and their computation, and definitions and sources of data for all inputs into the fee calculation.  Such data must be accurate, reliable and statistically valid.  Data must accurately reflect projected costs in the Six-Year Financing Plan.  Data in the proposed impact fee schedule must reflect expected student generation rates from the following residential unit types: single family; multi-family/studio or 1-bedroom; and multi-family/2-bedroom or more. Snohomish County and the City of Arlington’s impact fee programs require school districts to prepare and adopt CFPs meeting the specifications of the GMA. Impact fees are calculated in accordance with the formula, which are based on projected school facility costs necessitated by new growth and are contained in the District’s CFP. B. Methodology and Variables Used to Calculate School Impact Fees Impact fees are calculated utilizing the formula in the Snohomish County Impact Fee Ordinance. The resulting figures are based on the District’s cost per dwelling unit to purchase land for school sites, make site improvements, construct schools, and purchase/install relocatable facilities that add interim capacity needed to serve new development. A student factor (or student generation rate) is used to identify the average cost per dwelling unit by measuring the average number of students generated by each housing type (single-family dwellings and multi-family dwellings of one bedroom and two bedrooms or more). A description of the student methodology is contained in Appendix B. The District obtained for the first time a data set for multi-family dwelling units of one bedroom and less. However, the low rate of students residing in these units does not generate an impact fee. 20 As required under the GMA, credits are applied in the formula to account for State School Construction Assistance funds to be reimbursed to the District and projected future property taxes to be paid by the dwelling unit. The costs of projects that do not add capacity are not included in the impact fee calculations. Furthermore, because the impact fee formula calculates a “cost per dwelling unit”, an identical fee is generated regardless of whether the total new capacity project costs are used in the calculation or whether the District only uses the percentage of the total new capacity project costs allocated to the Districts growth-related needs, as demonstrated in Table 8- A. For purposes of this Plan, the District has chosen to use the full project costs in the fee formula. Furthermore, impact fees will not be used to address existing deficiencies. See Table 9 for a complete identification of funding sources. The following projects are included in the impact fee calculation:  A capacity addition at Arlington High School.  A capacity addition at the replacement Post Middle School Please see Table 11 for relevant cost data related to each capacity project. C. Proposed Arlington School District Impact Fee Schedule Using the variables and formula described in subsection B, impact fees proposed for the District are summarized in Table 10. See also Appendix C. Table 10 School Impact Fees 2022 Housing Type Impact Fee Per Dwelling Unit Single Family $4,002 Multi-Family (1 Bedroom) No fee ($0) Multi-Family (2+ Bedroom) $2,328 Table 10 reflects a 50% adjustment to the calculated fee as required by local ordinances. 21 Table 11: Impact Fee Variables Student Generation Factors – Single Family Average Site Cost/Acre Elementary .206 N/A Middle .097 Senior .108 Total .412 Temporary Facility Capacity Student Generation Factors – Multi Family (1 Bdrm) Capacity 22 Elementary .018 Cost $300,000 Middle .000 Senior .000 State Match Credit Total .018 Current State Match Percentage 61.26% Student Generation Factors – Multi Family (2+ Bdrm) Construction Cost Allocation Elementary .092 Current CCA 246.83 Middle .051 Senior .065 District Average Assessed Value Total .208 Single Family Residence $496,438 Projected Student Capacity per Facility District Average Assessed Value Arlington HS (expansion) - 256 Post Middle School (replacement and expansion) – 150 added capacity (for total new capacity of 907) Multi Family (1 Bedroom) $169,461 Multi Family (2+ Bedroom) $239,226 Required Site Acreage per Facility SPI Square Footage per Student Facility Construction/Cost Average Elementary 90 Middle 108 Arlington HS (expansion) $8,186,671 Post Middle School (repl/expansion) $99,600,0000 High 130 District Debt Service Tax Rate for Bonds/Capital Levy Current/$1,000 $0.9964 Permanent Facility Square Footage General Obligation Bond Interest Rate Elementary 237,231 Bond Buyer Index (avg 2/22) 2.45% Middle 162,325 Senior 256,181 Developer Provided Sites/Facilities Total 98.61% 655,737 Value 0 Dwelling Units 0 Temporary Facility Square Footage Elementary 5,034 Middle 3,356 Senior 839 Total 1.39% 9,229 Total Facility Square Footage Elementary 242,265 Middle 165,681 Senior 257,020 Total 100.00% 664,966 APPENDIX A POPULATION AND ENROLLMENT DATA A-1 A-2 DISTRICT DEMOGRAPHER PROJECTIONS 2022 FLO ANALYTICS APPENDIX B STUDENT GENERATION FACTOR REVIEW B-1 B-2 APPENDIX C SCHOOL IMPACT FEE CALCULATIONS C-1 City of Arlington Council Agenda Bill Item: WS #5 Attachment ECOUNCIL MEETING DATE: October 24, 2022 SUBJECT: Lakewood School District Capital Facilities Plan ATTACHMENTS: Ordinance and Capital Facilities PlanDEPARTMENT OF ORIGIN Community and Economic Development; Marc Hayes, Director 360-403-3457 EXPENDITURES REQUESTED: 0 BUDGET CATEGORY: 0 BUDGETED AMOUNT: 0 LEGAL REVIEW: DESCRIPTION: The Lakewood School District is requesting that the City approve for inclusion in its Comprehensive Plan, the District’s 2022-2027 Capital Facilities Plan. School Districts are required by the Growth Management Act to provide a plan for future growth and future enrollment, and to establish impact fees consistent with the Comprehensive plan, which are used to fund new facilities only. HISTORY: The School District must present their updated Capital Facilities Plan to the City for adoption on an annual basis, thus allowing the City to collect School impact fees on new development as it occurs. As part of this adoption cycle, the School District requested that the City adopt the plan as a part of the City’s budget adoption process, as allowed by RCW 36.70A.130 (2) (a) (iv), to align with the processes used by both Snohomish County and City of Marysville. Planning Commission voted at a regular meeting on September 6, 2022 to unanimously approve recommendation of the plan to City ORDINANCE NO. 2022-XXX 1 ORDINANCE NO. 2022XXX AN ORDINANCE OF THE CITY OF ARLINGTON, WASHINGTON AMENDING THE COMPREHENSIVE PLAN TO INCLUDE THE LAKEWOOD SCHOOL DISTRICT CAPITAL FACILITIES PLAN AS PART OF THE CITY OF ARLINGTON CAPITAL FACILITIES PLAN WHEREAS, the City of Arlington, Washington has the authority to enact laws to promote the health, safety and welfare of its citizens as a way of controlling the use and development of property within its jurisdiction; and WHEREAS, the Lakewood School District, in accordance with the GMA, has proposed amendments to its Capital Facilities Plan to accommodate projected student enrollment, to include a schedule and a financing program for capital improvements over the next 6 years (2022- 2027); and WHEREAS, the City Planning Commission considered these amendments at their September 6, 2022 workshop and recommended approval to the City Council; and WHEREAS, included in the review of the City’s Biennial Budget process, per RCW 36.70A130 (2)(a)(iv), was a proposed update to the Lakewood School District Capital Facilities Plan; and WHEREAS, the City Council considered the same, along with the Planning Commission recommendations, at their workshop meeting October 24, 2022, and held an open record public hearing on November 7, 2022 and determined approving the amendments was in the best interest of the City and its citizens; and WHEREAS, the City Council has considered the proposed comprehensive plan amendment and finds the same to be consistent with city and state law and in the best interests of the citizens; NOW, THEREFORE, the City Council of the City of Arlington do hereby ordain as follows: Section 1. Comprehensive Plan Amended. The City of Arlington Comprehensive Plan shall be amended to include the version of the “Lakewood School District Capital Facilities Plan 2022 - 2027” approved by the Lakewood School District on August 3, 2022 as part of the Capital Facilities Element (CF) of the Arlington Final Comprehensive Plan. Section 2. Effective Date. This ordinance or a summary thereof consisting of the title shall be published in the official newspaper of the City, and shall take effect and be in full force five (5) days after publication. ORDINANCE NO. 2022-XXX 2 PASSED BY the City Council and APPROVED by the Mayor this 7th day of November 2022. CITY OF ARLINGTON ______________________________ Barbara Tolbert, Mayor Attest: ______________________________ Wendy Van Der Meersche, City Clerk Approved as to form: ______________________________ Steven J. Peiffle City Attorney LAKEWOOD SCHOOL DISTRICT NO. 306 CAPITAL FACILITIES PLAN 2022-2027 Adopted: August 3, 2022 LAKEWOOD SCHOOL DISTRICT NO. 306 CAPITAL FACILITIES PLAN 2022-2027 BOARD OF DIRECTORS CATHERINE “SANDY” GOTTS, PRESIDENT LEAHA BOSER DANA KRIEGER STEVEN LARSON LEAH TOCCO SUPERINTENDENT SCOTT PEACOCK For information regarding the Lakewood School District Capital Facilities Plan, contact the Office of the Superintendent, Lakewood School District, 17110 16th Drive NE, Marysville, WA 98271. (Tel: (360) 652-4500) TABLE OF CONTENTS Page Section 1. Introduction ..............................................................................................................1 Section 2. District Educational Program Standards ..................................................................4 Section 3. Capital Facilities Inventory ......................................................................................8 Section 4. Student Enrollment Projections .............................................................................11 Section 5. Capital Facilities Needs .........................................................................................14 Section 6. Capital Facilities Financing Plan ...........................................................................17 Section 7. School Impact Fees ................................................................................................20 Appendix A ……………………………………………………Population and Enrollment Data Appendix B ………………………………………………...Student Generation Factor Review Appendix C …………………………………………………….School Impact Fee Calculations INTRODUCTION A. Purpose of the Capital Facilities Plan The Washington State Growth Management Act (the “GMA”) includes schools in the category of public facilities and services. School districts have adopted capital facilities plans to satisfy the requirements of the GMA and to identify additional school facilities necessary to meet the educational needs of the growing student populations anticipated in their districts. The Lakewood School District (the “District”) has prepared this Capital Facilities Plan (the “CFP”) to provide Snohomish County (the “County”) and the cities of Arlington and Marysville with a description of facilities needed to accommodate projected student enrollment and a schedule and financing program for capital improvements over the next six years (2022-2027). In accordance with the Growth Management Act, adopted County Policy, the Snohomish County Ordinance Nos. 97-095 and 99-107, the City of Arlington Ordinance No. 1263, and the City of Marysville Ordinance Nos. 2306 and 2213, this CFP contains the following required elements:  Future enrollment forecasts for each grade span (elementary, middle, and high school).  An inventory of existing capital facilities owned by the District, showing the locations and capacities of the facilities.  A forecast of the future needs for capital facilities and school sites.  The proposed capacities of expanded or new capital facilities.  A six-year plan for financing capital facilities within projected funding capacities, which clearly identifies sources of public money for such purposes. The financing plan separates projects and portions of projects which add capacity from those which do not, since the latter are generally not appropriate for impact fee funding.  As relevant, a calculation of impact fees to be assessed and supporting data substantiating said fees. In developing this CFP, the District followed the following guidelines set forth in the Snohomish County General Policy Plan:  Districts should use information from recognized sources, such as the U.S. Census or the Puget Sound Regional Council. School districts may generate their own data if it is derived through statistically reliable methodologies. Information must not be inconsistent with Office of Financial Management (“OFM”) population forecasts. Student generation rates must be independently calculated by each school district.  The CFP must comply with the GMA.  The methodology used to calculate impact fees must comply with the GMA. In the event that impact fees are not available due to action by the state, -2- county or cities within the District, the District in a future CFP update must identify alternative funding sources to replace the intended impact fee funding.  The methodology used to calculate impact fees also complies with the criteria and the formulas established by the County. Snohomish County’s Countywide Planning Policies direct jurisdictions in Snohomish County to “ensure the availability of sufficient land and services for future K-20 school needs.” Policy ED- 11. The District appreciates any opportunity for cooperative planning efforts with its jurisdictions. B. Overview of the Lakewood School District The Lakewood School District is located along Interstate 5, north of Marysville, Washington, primarily serving unincorporated Snohomish County and a part of the City of Arlington and the City of Marysville. The District is bordered on the south by the Marysville School District, on the west and north by the Stanwood School District, and on the east by the Arlington School District. The District serves a student population of 2,574 (October 1, 2021, reported OSPI HC enrollment) with three elementary schools, one middle school, and one high school. -3- FIGURE 1 MAP OF FACILITIES -4- SECTION 2 DISTRICT EDUCATIONAL PROGRAM STANDARDS School facility and student capacity needs are dictated by the types and amounts of space required to accommodate the District’s adopted educational program. The educational program standards which typically drive facility space needs include grade configuration, optimum facility size, class size, educational program offerings, classroom utilization and scheduling requirements, and use of relocatable classroom facilities (portables), as well as specific and unique physical structure needs required to meet the needs of students with special needs. In addition to factors which affect the amount of space required, government mandates and community expectations may affect how classroom space is used. Traditional educational programs offered by school districts are often supplemented by nontraditional, or special programs such as special education, expanded bilingual education, remediation, migrant education, alcohol and drug education, AIDS education, preschool and daycare programs, computer labs, music programs, and others. These special or nontraditional educational programs can have a significant impact on the available student capacity of school facilities, and upon planning for future needs. The educational program standards contained in this CFP reflect the District’s implementation of requirements for full-day kindergarten and reduced K-3 class size. Special programs offered by the District at specific school sites include, but are not limited to: Lakewood Elementary School (Preschool through 5th Grades) • Bilingual Education Program • Title I Remedial Services Program • P – 5th Grade Counseling Services • Speech and Language Disorder Therapy Program • Early Childhood Education and Assistance Program (ECEAP) • Developmentally Delayed Preschool Program - Ages 3 to 5 • K-5th Grade Special Education Resource Room Program • K – 5th Grade Special Education Life Skills Program • Learning Assistance Program - Remedial Services • Occupational Therapy Program -5- English Crossing Elementary School (Kindergarten through 5th Grades) • K through 5th Grade Special Education Resource Room Program • Bilingual Education Program • K – 5th Grade Counseling Services • Speech and Language Disorder Therapy Program • Developmentally Delayed Preschool Program - Ages 3 to 5 • Learning Assistance Program - Tutorial Services • Occupational Therapy Program • Special Education EBD Program Cougar Creek Elementary School (Kindergarten through 5th Grades) • Bilingual Education Program • Title I Remedial Services Program • Speech and Language Disorder Therapy Program • Learning Assistance Program – Remedial Services (Learning Lab) • Occupational Therapy Program • K – 5th Grade Special Education Resource Room Program • K – 5th Grade Special Education Life Skills Program • K – 5th Grade Counseling Services • 3 – 5th Highly Capable/Enrichment Program (serves grades 3-5 district-wide) Lakewood Middle School (6th through 8th Grades) • Speech and Language Disorder Therapy Program • 6th-8th Grade Special Education Resource and Inclusion Program • 6th-8th Grade Special Education Life Skills Program • Bilingual Education Program • Learning Assistance Program - Tutorial Services • Occupational Therapy Program • 6th – 8th EBD Program • 6th – 8th Grade Counseling Services Lakewood High School • 9th-12th Grade Special Education Resource Room and Transition Program • 6th-12th Grade Special Education Life Skills Program • Bilingual Education Program • Occupational Therapy Program • Speech and Language Disorder Program • 9th – 12th Grade Counseling Program Variations in student capacity between schools may result from the special or nontraditional programs offered at specific schools. Some students, for example, leave their regular classroom for a short period of time to receive instruction in these special programs. New schools are designed to accommodate many of these programs. However, existing schools often require space -6- modifications to accommodate special programs, and in some circumstances, these modifications may affect the overall classroom capacities of the buildings. District educational program standards may change in the future as a result of changes in the program year, special programs, class sizes, grade span configurations, use of new technology, and other physical aspects of the school facilities. The school capacity inventory will be reviewed periodically and adjusted for any changes to the educational program standards. These changes will also be reflected in future updates of this Capital Facilities Plan. The District educational program standards which directly affect school capacity are outlined below for the elementary, middle, and high school grade levels. Educational Program Standards For Elementary Schools • Class size for grades K – 3rd will not exceed 19 students. • Class size for grades 4th and 5th will not exceed 24 students. • All students will be provided library/media services in a school library. • Special Education for students may be provided in self-contained or specialized classrooms. • All students will be provided music instruction in a separate classroom. • All students will have scheduled time in a computer lab. Each classroom will have access to computers and related educational technology. • Optimum design capacity for new elementary schools is 475 students. However, actual capacity of individual schools may vary depending on the educational programs offered. • All students will be provided physical education instruction in a gym/multipurpose room. Educational Program Standards For Middle and High Schools • Class size for middle school grades will not exceed 27 students. • Class size for high school grades will not exceed 29 students. • As a result of scheduling conflicts for student programs, the need for specialized rooms for certain programs, and the need for teachers to have a work space during planning periods, it is not possible to achieve 100% utilization of all regular teaching stations throughout the day. In updating this Capital Facility Plan, a building review of classroom use was conducted in order to reflect the actual classroom utilization in the high school and middle school. Therefore, classroom capacity should be adjusted using a utilization factor of 95% at the middle school and 85% at the high school to reflect the use of classrooms for teacher planning. Special Education for students will be provided in self-contained or specialized classrooms. • All students will have access to computer labs. Each classroom is equipped with access to computers and related educational-technology. • Identified students will also be provided other nontraditional educational opportunities in classrooms designated as follows: Counseling Offices Resource Rooms (i.e. computer labs, study rooms) Special Education Classrooms -7- Program Specific Classrooms (i.e. music, drama, art, physical education, Industrial Arts and Agricultural Sciences). • Optimum design capacity for new middle schools is 600 students. However, actual capacity of individual schools may vary depending on the educational programs offered. • Optimum design capacity for new high schools is 800 students. However, actual capacity of individual schools may vary depending on the educational programs offered. Minimum Educational Service Standards The District will evaluate student housing levels based on the District as a whole system and not on a school by school or site by site basis. This may result in portable classrooms being used as interim housing, attendance boundary changes or other program changes to balance student housing across the system as a whole. A boundary change or a significant programmatic change would be made by the Board of Directors following appropriate public review and comment. The District may also request that development be deferred until planned facilities can be completed to meet the needs of the incoming population; however, the District has no control over the ultimate land use decisions made by the permitting jurisdictions. The District’s minimum level of service (“MLOS”) is as follows: on average, K-5 classrooms have no more than 26 students per classroom, 6-8 classrooms have no more than 28 students per classroom, and 9-12 classrooms have no more than 30 students per classroom. The District sets minimum educational service standards based on several criteria. Exceeding these minimum standards will trigger significant changes in program delivery. Minimum standards have not been met if, on average using current FTE figures: K-4 classrooms have more than 26 students per classroom, 5-8 classrooms have more than 28 students per classroom, or 9-12 classrooms more than 30 students per classroom. The term “classroom” does not include special education classrooms or special program classrooms (i.e. computer labs, art rooms, chorus and band rooms, spaces used for physical education and other special program areas). Furthermore, the term “classroom” does not apply to special programs or activities that may occur in a regular classroom. The MLOS is not the District’s desired or accepted operating standard. For 2019-20 and 2020-21, the District’s compliance with the MLOS was as follows (with MLOS set as applicable for those school years): 2019-20 School Year LOS Standard MINIMUM LOS# Elementary REPORTED LOS Elementary MINIMUM LOS Middle REPORTED LOS Middle MINIMUM LOS High REPORTED LOS High 26 18.86 28 26.08 30 22.59 2020-21 School Year LOS Standard MINIMUM LOS# Elementary REPORTED LOS Elementary MINIMUM LOS Middle REPORTED LOS Middle MINIMUM LOS High REPORTED LOS High 26 18.17 28 23.11 30 22.88 * The District determines the reported LOS by adding the number of students in regular classrooms at each grade level and dividing that number by the number of teaching stations (excludes portables). -8- SECTION 3 CAPITAL FACILITIES INVENTORY The facilities inventory serves to establish a baseline for determining the facilities necessary to accommodate future demand (student enrollment) at acceptable levels of service. This section provides an inventory of capital facilities owned and operated by the District including schools, relocatable classrooms, undeveloped land, and support facilities. Facility capacity is based on the space required to accommodate the District’s adopted educational program standards. See Section 2. Attached as Figure 1 (page 3) is a map showing locations of District facilities. A. Schools The District maintains three elementary schools, one middle school, and one high school. Lakewood Elementary School accommodates grades P-5, Cougar Creek Elementary School accommodates grades K-5, and English Crossing Elementary School accommodates grades K-5. Lakewood Middle School serves grades 6-8, and Lakewood High School serves grades 9-12. School capacity was determined based on the number of teaching stations within each building and the space requirements of the District’s adopted educational program. It is this capacity calculation that is used to establish the District’s baseline capacity, and to determine future capacity needs based on projected student enrollment. The school capacity inv entory is summarized in Table 1. Relocatable classrooms are not viewed by the District as a solution for housing students on a permanent basis. Therefore, these facilities are not included in Table 1. Table 1 School Capacity Inventory Elementary School Site Size (Acres) Building Area (Square Feet) Teaching Stations Permanent Capacity Year Built or Remodeled English Crossing * 41,430 20 403 1994 Cougar Creek 10** 44,217 22 444 2003 Lakewood * 45,400 16 323 1958, 1997 TOTAL * 131,047 58 1,170 Middle School Site Size (Acres) Building Area (Square Feet) Teaching Stations Permanent Capacity Year Built or Remodeled Lakewood Middle * 62,835 27 670 1971, 1994, 2002, 2022 High School Site Size (Acres) Building Area (Square Feet) Teaching Stations Permanent Capacity Year Built or Remodeled Lakewood High * 169,000 34 850 2017 *Note: All facilities are located on one 89-acre campus located at Tax Parcel No. 31053000100300. **The Cougar Creek site is approximately 22 acres located at 16216 11 th Ave NE, Arlington, WA 98223. Note that the presence of critical areas on the site does not allow full utilization at this site. -9- B. Relocatable Classrooms Relocatable classrooms are used on an interim basis to house students until funding can be secured to construct permanent classrooms. The District currently uses 15 relocatable classrooms at various school sites throughout the District to provide additional interim capacity. A typical relocatable classroom can provide capacity for a full-size class of students. Current use of relocatable classrooms throughout the District is summarized in Table 2. Table 2 includes only those relocatable classrooms used for regular capacity purposes. The District’s relocatable classrooms have adequate useful remaining life and are evaluated regularly. Table 2 Relocatable Classroom (Portable) Inventory Elementary School Relocatable Classrooms Interim Capacity English Crossing 2 40 Cougar Creek 4 80 Lakewood 6 120 SUBTOTAL 12 240 Middle School Relocatable Classrooms Interim Capacity Lakewood Middle 3 78 SUBTOTAL 3 78 High School Relocatable Classrooms Interim Capacity Lakewood High 0 0 SUBTOTAL 0 0 TOTAL 15 318 -10- C. Support Facilities In addition to schools, the District owns and operates additional facilities which provide operational support functions to the schools. An inventory of these facilities is provided in Table 3. Table 3 Support Facility Inventory Facility Building Area (Square Feet) Administration 1,384 Business and Operations 1,152 Storage 2,456 Bus Garage/Maintenance Shop 7,416 Stadium 14,304 The District is also a party to a cooperative agreement for use of the Marysville School District transportation facility (which is owned by the Marysville School District). D. Land Inventory The District does not own any sites which are developed for uses other than schools and/or which are leased to other parties. -11- SECTION 4 STUDENT ENROLLMENT PROJECTIONS The District’s October 1, 2021, reported enrollment was 2,574 HC students (2,517.3 FTE). Enrollment projections are most accurate for the initial years of the forecast period. Moving further into the future, more assumptions about economic conditions and demographic trends in the area affect the projection. Monitoring birth rates in Snohomish County and population growth for the area are essential yearly activities in the ongoing management of the capital facilities plan. In the event that enrollment growth slows, plans for new facilities can be delayed. It is much more difficult, however, to initiate new projects or speed projects up in the event enrollment growth exceeds the projection. A. Six Year Enrollment Projections Two enrollment forecasts were conducted for the District: an estimate by the Office of the Superintendent of Public Instruction (OSPI) based upon the cohort survival method; and a modified cohort enrollment forecast prepared by a demographer. The District also estimated enrollment based upon adopted Snohomish County population forecasts (“ratio method”). Based on the cohort survival methodology, a total of 2,685 students are expected to be enrolled in the District by 2027, a slight increase from the October 2021 enrollment levels. Notably, the cohort survival method is not designed to anticipate fluctuations in development patterns. This deficiency is exacerbated by enrollment anomalies that occurred as a result of the COVID pandemic, particularly in the 2020-21 school year. Historically, the cohort method has not proven to be a reliable measure for the Lakewood School District. For example, the cohort projection in 2017 predicted that the District’s October 2019 enrollment would be 2,423, about 91 fewer students than the actual October 2019 enrollment figures. The 2021 cohort projections for 2027 show a 4.3% projected increase by the 2027 school year. See Appendix A-1. Snohomish County provides OFM population-based enrollment projections for the District using OFM population forecasts as adopted by the County. The County provided the District with the estimated total population in the District by year. In 2020, the District’s student enrollment constituted approximately 14.58% of the total population in the District. Assuming that between 2022 and 2027, the District’s enrollment will continue to constitute 14.58% of the District’s total population and using OFM/County data, OFM/County methodology projects a total enrollment of 2,757 students in 2027, or an approximately 7.11% increase. See Appendix A-2. The District obtained in 2022 an enrollment forecast from a professional demographer, FLO Analytics. Based on this analysis, a total enrollment of 2,791, or 274 additional students, are expected by the 2027-28 school year. This projection is an increase of approximately 10.9% over 2021 enrollment. Growth is projected at all three grade levels. The FLO Analytics forecast utilizes historic enrollment patterns, demographic and land use analysis based upon information from Snohomish County and the cities of Arlington and Marysville, census data, OFM forecasts, and Washington State Department of Health birth data. It also considers the impacts of the pandemic on enrollment. The detailed FLO Analytics forecast report is on file with the District and a grade level analysis is included in Appendix A-3. -12- The comparison of OSPI cohort, District projections, and OFM/County projected enrollments is contained in Table 4. Table 4 Projected Student Enrollment (FTE) 2022-2027 Projection Oct. 2021* 2022 2023 2024 2025 2026 2027 Change 2020-27 Percent Change 2010-27 OFM/County 2,574 2,604 2,635 2,666 2,696 2,727 2,757 183 7.11% OSPI Cohort** 2,574 2,572 2,608 2,613 2,627 2,637 2,685 111 4.3% District*** 2,517 2,527 2,580 2,617 2,663 2,709 2,791 274 10.89% * Actual reported enrollment, October 2021 (headcount for OFM/OSPI; FTE for District) **Based upon the cohort survival methodology; complete projections located at Appendix A.. ***FLO Analytics (2022) using FTE; grade level projections located in Appendix A. The District is aware of notable pending residential development within the District. Specifically, nearly 1,100 multi-family units are planned for or currently in construction within the District boundaries as well as nearly 500 single family units. Given the District-specific detailed analysis contained in the FLO Analytics report, the District is relying on the projections in that report for purposes of planning for the District’s needs during the six years of this plan period. Future updates to the Plan will continue to revisit enrollment projections and methodologies. B. 2035 Enrollment Projections Student enrollment projections beyond 2027 are highly speculative. Using OFM/County data as a base, the District projects a 2044 student HC population of 3,512. This is based on the OFM/County data using total population as related to District enrollment. Projected enrollment by grade span for the year 2044 is provided in Table 5. Again, these estimates are highly speculative and are used onl y for general planning purposes. -13- Table 5 Projected Student Enrollment 2044 Grade Span HC Enrollment – October 2021 Projected Enrollment 2044* Elementary (K-5) 1,145 1,562 Middle School (6-8) 584 797 High School (9-12) 845 1,153 TOTAL (K-12) 2,574 3,512 *Assumes average percentage per grade span remains constant between 2021 and 2044. Note: Snohomish County Planning and Development Service provided the underlying data for the 2044 projections. -14- SECTION 5 CAPITAL FACILITIES NEEDS The projected available student capacity was determined by subtracting projected FTE student enrollment from permanent school capacity (i.e. excluding portables) for each of the six years in the forecast period (2022-2027). Capacity needs are expressed in terms of “unhoused students.” Projected future capacity needs are depicted on Table 6-A and are derived by applying the projected enrollment to the capacity existing in the 2021-22 school year. The method used to define future capacity needs assumes no new construction. For this reason, planned construction projects are not included at this point. This factor, as applicable, is added later (see Table 7). This table shows actual space needs and the portion of those needs that are “growth related” for the years 2022-2027. Note that this chart can be misleading as it reads out growth-related capacity needs related to recent growth within the District. Table 6-A* Additional Capacity Needs*** 2021-2027 Grade Span 2021** 2022-23 2023-24 2024-25 2025-26 2026-27 2027-28 Pct. Growth Related Elementary (K-5) Total Growth Related 0 -- 0 -- 12 12 40 40 35 35 77 77 80 80 100% Middle School (6-8) Total Growth Related 0 -- 0 -- 0 -- 0 -- 5 5 0 0 28 28 100% High School Total Growth Related 0 -- 0 -- 0 -- 0 -- 0 -- 0 -- 0 -- --% *Please refer to Table 7 for capacity and projected enrollment information. **Actual October 2021 Enrollment ***Additional “Growth Related Capacity Needs” equal the “Total” for each year less “deficiencies” existing as of 2021. Existing deficiencies as of 2021 include capacity needs related to recent growth from new development through that date. -15- By the end of the six-year forecast period (2027), additional permanent classroom capacity will be needed as follows: Table 6-B Unhoused Students Grade Span Unhoused Students /Growth Related in Parentheses) Elementary (K-5) 80/(80) Middle School (6-8) 28/(28) High School (9-12) -(-) TOTAL UNHOUSED (K-12) 108/(108) Again, planned construction projects are not included in the analysis in Table 6-B. In addition, it is not the District’s policy to include relocatable classrooms when determining future capital facility needs; therefore interim capacity provided by relocatable classrooms is not included in Table 6-B. However, Table 6-C incorporates the District’s current relocatable capacity (see Table 2) for purposes of identifying available capacity. Table 6-C Unhoused Students – Mitigated with Relocatables Grade Span 2027 Unhoused Students /Growth Related in (Parentheses) Relocatable Capacity Elementary (K-5) 80/(80) 240 Middle School (6-8) 28/(28) 78 High School (9-12) -/(-) 0 Total (K-12) 108(108) 318 Importantly, Table 6-C does not include relocatable adjustments that may be made to meet capacity needs. For example, the relocatable classrooms currently designated to serve elementary school needs could be used to serve high school capacity needs. Therefore, assuming no permanent capacity improvements are made, Table 6-C indicates that the District will have adequate interim capacity with the use of relocatable classrooms to house students during this planning period. Projected permanent capacity needs are depicted in Table 7. They are derived by applying the District’s projected number of students to the projected capacity. Planned improvements by the District through 2027 are included in Table 7 and more fully described in Table 8. -16- Table 7 Projected Student Capacity 2022-2027 Elementary School Surplus/Deficiency Oct 2021* 2022 2023 2024 2025 2026 2027 Existing Capacity 1,170 1,170 1,170 1,170 1,170 1,170 1,170 Added Permanent Capacity Total Permanent Capacity 1,170 1,170 1,170 1,170 1,170 1,170 1,170 Enrollment` 1,135 1,149 1,182 1,210 1,205 1,247 1,250 Surplus (Deficiency)** 35 21 (12) (40) (35) (77) (80) * Reported October 2021 FTE enrollment ** Does not include portable capacity Middle School Surplus/Deficiency Oct 2021* 2022 2023 2024 2025 2026 2027 Existing Capacity 670 670 670 670 670 670 670 Added Permanent Capacity Total Permanent Capacity 670 670 670 670 670 670 670 Enrollment 584 589 631 647 675 661 698 Surplus (Deficiency)** 86 81 39 23 (5) 9 (28) * Reported October 2021 FTE enrollment **Does not include portable capacity. High School Surplus/Deficiency Oct 2021* 2022 2023 2024 2025 2026 2027 Existing Capacity 850 850 850 850 850 850 850 Added Permanent Capacity Total Permanent Capacity 850 850 850 850 850 850 850 Enrollment 799 790 766 760 783 800 843 Surplus (Deficiency)** 51 60 84 90 67 50 7 * Reported October 2021 enrollment **Does not include portable capacity See Appendix A for complete breakdown of enrollment projections. See Table 6-A for a comparison of additional capacity needs due to growth versus existing deficiencies. Table 7 does not include existing, relocated, or added portable facilities. -17- SECTION 6 CAPITAL FACILITIES FINANCING PLAN A. Planned Improvements In March 2000, the voters passed a $14,258,664 bond issue for school construction and site acquisition. A new elementary school and a middle school addition were funded by that bond measure. In April 2014, the District’s voters approved a $66,800,000 bond measure to fund improvements, including a capacity addition at Lakewood High School, which opened in the fall of 2017. In the Spring of 2020, the District added a STEM lab and two classrooms at Lakewood Middle School. Currently, the District is assessing future capacity needs and, at the present time, anticipates adding portable capacity to address short term needs with immediate plans to add portables in the summer of 2022 in the space between Lakewood Middle School and Lakewood Elementary School to add K-5 interim capacity at LES. Based upon current needs, the District anticipates that it may need to consider the following acquisitions and/or improvements within the six years of this Plan. The District is not planning for permanent capacit y improvements as a part of this CFP update. Future updates to this CFP will identify updated plans and funding sources. Projects Adding Permanent/Temporary Capacity:  Acquisition and siting of portable facilities to accommodate growth needs. Non-Capacity Adding Projects:  None planned Other:  Land acquisition for future sites. In the event that planned construction projects do not fully address space needs for student growth and a reduction in interim student housing, the Board could consider various courses of action, including, but not limited to:  Alternative scheduling options;  Changes in the instructional model;  Grade configuration changes;  Increased class sizes; or  Modified school calendar. Funding for planned improvements is typically secured from a number of sources including voter approved bonds, State School Construction Assistance funds, and impact fees. Where applicable, the potential funding sources are discussed below. -18- B. Financing for Planned Improvements 1. General Obligation Bonds Bonds are typically used to fund construction of new schools and other capital improvement projects. A 60% voter approval is required to approve the issuance of bonds. Bonds are then retired through collection of property taxes. In March 2000, District voters approved a $14,258,664 bond issue for school construction and site acquisition, which included funding of Cougar Creek Elementary School. In April 2014, the District’s voters approved a $66,800,000 bond measure to fund improvements, including a capacity addition, at Lakewood High School. The District does not have current plans for a future bond or capital levy proposal. 2. State School Construction Assistance State School Construction Assistance funds come from the Common School Construction Fund. The State deposits revenue from the sale of renewable resources from State school lands set aside by the Enabling Act of 1889 into the Common School Account. If these sources are insufficient to meet needs, the Legislature can appropriate General Obligation Bond funds or the Superintendent of Public Instruction can prioritize projects for funding. School districts may qualify for State School Construction Assistance funds for specific capital projects based on a prioritization system. The District is eligible for State School Construction Assistance Program (SCAP) funds for certain projects at the 58.28% funding percentage level. The District does not anticipate being eligible for SCAP funds for the projects planned in this CFP. 3. Impact Fees Impact fees are a means of supplementing traditional funding sources for construction of public facilities needed to accommodate new development. School impact fees are generally collected by the permitting agency at the time plats are approved or building permits are issued. 4. Six Year Financing Plan The Six-Year Financing Plan shown in Table 8 demonstrates how the District intends to fund new construction and improvements to school facilities for the years 2022-2027. Where applicable, potential financing components include a bond or capital levy, impact fees, and State School Construction Assistance Program funds. Projects and portions of projects which remedy existing deficiencies are not appropriate for impact fee funding. Thus, impact fees will not be used to finance projects or portions of projects which do not add capacity or which remedy existing deficiencies. -19- Table 8 Capital Facilities Plan Improvements Adding Permanent Capacity (Costs in Millions) Project 2022 2023 2024 2025 2026 2027 Total Cost Bonds/ Levy/ Other Local State Funds Impact Fees Elementary School Middle School High School Portables (all grade levels) $0.50 $0.50 $0.50 $0.50 $0.75 $2.750 X X Site Acquisition $0.775 $0.775 X X Improvements Not Adding Capacity (Costs in Millions) Project 2022 2021 2022 2023 2024 2027 Total Cost Bonds/ Levy/ Other Local State Funds Impact Fees Elementary Middle School High School -20- SECTION 7 SCHOOL IMPACT FEES The GMA authorizes jurisdictions to collect impact fees to supplement funding of additional public facilities needed to accommodate new development. Impact fees cannot be used for the operation, maintenance, repair, alteration, or replacement of existing capital facilities used to meet existing service demands. A. School Impact Fees in Snohomish County The Snohomish County General Policy Plan (“GPP”) which implements the GMA sets certain conditions for school districts wishing to assess impact fees:  The District must provide support data including: an explanation of the calculation methodology, a description of key variables and their computation, and definitions and sources of data for all inputs into the fee calculation.  Such data must be accurate, reliable and statistically valid.  Data must accurately reflect projected costs in the Six-Year Financing Plan.  Data in the proposed impact fee schedule must reflect expected student generation rates from the following residential unit types: single family; multi-family/studio or 1-bedroom; and multi-family/2-bedroom or more. Snohomish County established a school impact fee program in November 1997, and amended the program in December 1999. This program requires school districts to prepare and adopt Capital Facilities Plans meeting the specifications of the GMA. Impact fees calculated in accordance with the formula, which are based on projected school facility costs necessitated by new growth and are contained in the District’s CFP, become effective following County Council adoption of the District’s CFP. B. Methodology and Variables Used to Calculate School Impact Fees Impact fees are calculated utilizing the formula in the Snohomish County Impact Fee Ordinance. The resulting figures are based on the District’s cost per dwelling unit to purchase land for school sites, make site improvements, construct schools, and purchase/install relocatable facilities that add interim capacity needed to serve new development. A student factor (or student generation rate) is used to identify the average cost per dwelling unit by measuring the average number of students generated by each housing type (single-family dwellings and multi-family dwellings of one bedroom and two bedrooms or more). A description of the student factor methodology is contained in Appendix B. As required under the GMA, credits are applied in the formula to account for State School Construction Assistance funds to be reimbursed to the District and projected future property taxes to be paid by the dwelling unit. The costs of projects that do -21- not add capacity are not included in the impact fee calculations. Furthermore, because the impact fee formula calculates a “cost per dwelling unit”, an identical fee is generated regardless of whether the total new capacity project costs are used in the calculation or whether the District only uses the percentage of the total new capacity project costs allocated to the Districts growth-related needs, as demonstrated in Table 6-A. When calculating impact fees, the District uses the full project costs in the fee formula. Furthermore, impact fees will not be used to address existing deficiencies. See Table 8 for a complete identification of funding sources. The District is not requesting school impact fees as a part of this Capital Facilities Plan update. -22- FACTORS FOR ESTIMATED IMPACT FEE CALCULATIONS Student Generation Factors – Single Family Average Site Cost/Acre Elementary .126 N/A Middle .079 High .063 Total .268 Temporary Facility Capacity Student Generation Factors – Multi Family (1 Bdrm) Capacity 20/26 Elementary .026 Cost $250,000 Middle .000 High .000 State Match Credit Total .026 Current State Match Percentage 58.28% (not expected) Student Generation Factors – Multi Family (2+ Bdrm) Construction Cost Allocation Elementary .101 Current CCA 246.83 Middle .038 High .045 District Average Assessed Value Total .184 Single Family Residence $500,494 Projected Student Capacity per Facility District Average Assessed Value N/A Multi Family (1 Bedroom) $169,461 Multi Family (2+ Bedroom) $239,226 Required Site Acreage per Facility SPI Square Footage per Student Facility Construction/Cost Average Elementary 90 Middle 108 N/A High 130 District Debt Service Tax Rate for Bonds Current/$1,000 $1.32 Permanent Facility Square Footage General Obligation Bond Interest Rate Elementary 131,047 Bond Buyer Index (avg February 2022) 2.45% Middle 62,835 High 169,000 Developer Provided Sites/Facilities Total 97.12% 362,882 Value 0 Dwelling Units 0 Temporary Facility Square Footage Elementary 6,656 Middle 512 High 3,584 Total 2.88% 10,752 Total Facility Square Footage Elementary 137,703 Middle 63,347 High 172,584 Total 100.00% 373,634 -23- C. Proposed Lakewood School District Impact Fee Schedule The District does not have permanent capacity projects planned as a part of the 2022 CFP. See discussion in Section 6 above. As such, the District is not requesting the collection of school impact fees as a part of this Capital Facilities Plan. The District expects that future project planning and updates to the Capital Facilities Plan will result in a renewed request for impact fees as a part of a future CFP. Table 9 School Impact Fees Snohomish County, City of Arlington, City of Marysville* Housing Type Impact Fee Per Dwelling Unit Single Family $0 Multi-Family (1 Bedroom) $0 Multi-Family (2+ Bedroom) $0 *Table 9 reflects a 50% adjustment to the calculated fee as required by local ordinances. APPENDIX A POPULATION AND ENROLLMENT DATA A-1 Table A-1 ACTUAL STUDENT ENROLLMENT 2016-2021 PROJECTED STUDENT ENROLLMENT 2022-2027 Based on OSPI Cohort Survival* A-1 Table A-2 AVERAGE PERCENTAGE ENROLLMENT BY GRADE SPAN (COUNTY/OFM Enrollment Projections)*** Enrollment by Grade Span Oct. 2021* Avg. %age 2022 2023 2024 2025 2026 2027 Elementary (K-5) 1,145 44.48% 1,158 1,172 1,186 1,199 1,213 1,226 Middle School (6-8) 584 22.69% 591 598 605 612 619 626 High School (9-12) 845 32.83% 855 865 875 885 895 905 TOTAL** 2,574 100% 2,604 2,635 2,666 2,696 2,727 2,757 *Actual October 2021 HC Enrollment. ** Totals may vary due to rounding. ***Using average percentage by grade span. A-2 Table A-3 PROJECTED ENROLLMENT BY GRADE SPAN (DISTRICT - FLO Analytics)** Updated 6-Year Forecast (based on October 2021 FTE Enrollment) Grade 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 K 162.00 174.40 177.15 185.72 127.02 186.60 183.17 192.32 184.18 179.10 175.02 183.17 1 159.00 176.00 177.72 182.27 189.08 154.32 193.71 190.59 200.58 192.53 187.64 183.80 2 166.45 172.03 190.00 177.00 171.56 205.77 162.42 204.34 201.50 212.55 204.48 199.74 3 226.05 174.00 166.00 194.00 183.09 187.89 215.85 170.77 215.34 212.83 225.00 216.95 4 174.00 230.30 174.36 179.00 189.00 195.38 195.70 225.35 178.69 225.84 223.72 237.06 5 182.00 177.00 222.27 173.00 181.00 204.56 198.04 198.84 229.50 182.41 231.08 229.45 6 181.00 190.60 186.00 232.92 175.91 195.00 214.39 207.87 209.02 241.62 192.34 244.03 7 202.00 174.00 205.55 203.19 230.90 173.00 199.17 219.32 212.98 214.50 248.34 197.99 8 187.00 206.00 185.00 213.00 214.72 216.08 175.10 203.94 224.92 218.77 220.67 255.88 9 198.40 175.20 216.52 191.54 229.00 216.28 220.69 180.80 212.88 234.95 228.70 230.86 10 168.80 205.20 170.52 219.09 182.00 220.04 215.22 215.39 180.20 212.34 234.55 228.49 11 165.00 152.60 179.82 154.76 190.73 176.22 199.21 195.02 195.35 163.58 192.92 213.29 12 144.60 152.80 126.27 141.69 134.84 186.16 154.68 175.02 171.49 171.94 144.11 170.11 K-5 1,069.50 1,103.73 1,107.50 1,090.99 1,040.75 1,134.52 1,148.89 1,182.20 1,209.78 1,205.25 1,246.95 1,250.16 6-8 570.00 570.60 576.55 649.11 621.53 584.08 588.66 631.13 646.93 674.89 661.34 697.90 9-12 676.80 685.80 693.13 707.08 736.57 798.70 789.80 766.23 759.91 782.81 800.28 842.75 K-12 2,316.30 2,360.13 2,377.18 2,447.18 2,398.85 2,517.30 2,527.35 2,579.56 2,616.63 2,662.94 2,708.57 2,790.81 APPENDIX B STUDENT GENERATION FACTOR REVIEW B-1 B-2 B-3 B-4 C-1 APPENDIX C SCHOOL IMPACT FEE CALCULATIONS This section does not updated for the 2022-2027 Capital Facilities Plan since the District is not requesting a school impact fee. Future updates to this CFP may include an impact fee. City of Arlington Council Agenda Bill Item: WS #6 Attachment FCOUNCIL MEETING DATE: October 24, 2022 SUBJECT: Final Review of the 2023-2024 Biennial Budget ATTACHMENTS: The 2023–2024 Budget, including Ordinance No. 2022-036 with Exhibits A–D, Resolution Establishing the 2023 Regular Property Tax Levy, and Levy Certification DEPARTMENT OF ORIGIN Finance; Kristin Garcia, Director 360-403-3431 EXPENDITURES REQUESTED: 2023 - $78,620,084 (Exhibit A, page 2) 2024 - $88,902,789 (Exhibit B, page3)BUDGET CATEGORY: All Funds BUDGETED AMOUNT: See above – to establish the 2023–2024 biennial budget LEGAL REVIEW: DESCRIPTION: Staff reviewed the preliminary budget with council on October 1, 2022. There have been three minor updates since then; reinstating a shared administrative position between finance and M&O, increasing airport’s travel budget due to recent staff turnover and the addition of the intern position, and updating the lease amount for the nine police vehicles. A public hearing will be held on November 7, 2022 to give the public an opportunity to comment on the proposed budget, with a second public hearing on the proposed property tax levy for 2023. Pending no changes following the public hearing on November 7, staff will ask council to adopt both the budget ordinance and the 2023 property tax levy resolution. There will be two separate motions. HISTORY: A retreat was held on May 19–21, 2022, to establish priorities for the upcoming biennium. On October 1, 2022, staff presented the 2023-2024 preliminary biennial budget to council which incorporated the priorities as established at the May retreat. The preliminary budget was placed on the city’s website on September 29, 2022 to be available for the public. ALTERNATIVES: RECOMMENDED MOTION: Workshop; discussion only. At the November 7, 2022 Council meeting, after the public hearing, the recommended motions will be, “I move to approve the Ordinance Adopting the City of Arlington Biennial Budget for the Years 2023-2024, and authorize the Mayor to sign it.” “I move to approve the resolution of the City of Arlington establishing the 2023 regular property tax levy, and authorize the Mayor to sign it”. 2023 – 2024 BIENNIAL BUDGET MAYOR’S 2023 - 2024 BUDGET MESSAGE November 7, 2022 Honorable City Council and Members of our Community: The previous biennial budget was developed during the height of the pandemic when the world, the nation and the local economy was facing much uncertainty. Businesses across the globe faced negative financial impacts and unprecedented job and revenue losses. In response to the uncertainty, the City of Arlington took a conservative approach building that budget and implemented hiring freezes and cuts to operational budgets. At that same time the City was experiencing a construction boom and while the pandemic caused temporary business closures and supply chain issues, City revenues did not decline and, in fact, revenues experienced a period of growth. The City saw increases in sales tax and construction related revenues, which has put the City in a unique position for the next biennial period to make significant investments in public safety, including transportation improvement and traffic calming programs. The City also plans to invest in public health and economic recovery programs through the use of COVID-19 funding. Another key part of the transportation budget for this biennium is that the City’s transportation sales tax (previously known as the transportation benefit district) sunsets on December 31, 2023 unless the voters renew the tax. The tax is a 2 tenths of one percent sales tax and helps support the city’s transportation system. Several of the transportation programs planned for next year such as the traffic calming program, trail improvements and preservation of roads are contingent upon renewal of the transportation sales tax. BUDGET OVERVIEW The biennial budget includes total projected City revenues of $63 million in 2023 and $78 million in 2024. Revenues include approximately $25 million in anticipated grant funding and despite national indicators of a possible recession, the City expects continued growth in sales tax and construction related revenues. Total expenditures in 2023 are $78 million and $89 million in 2024. The biennial budget includes approximately $60 million of investment in transportation improvements, traffic calming programs , construction of two new parks, other park improvements, and investments in city infrastructure such as the airport and utility systems. General fund revenues are projected at $19 million in 2023 and $20 million in 2024. General fund expenses are projected at about $21 million per year. About 75% of the general fund budget is from tax revenue, the majority of which comes from property taxes, retail sales taxes and utility taxes. 43% of the general fund budget is spent on public safety. Financial policies require the general fund’s ending fund balance to be equivalent to two month’s worth operating expenses. The fund balance is currently at five months, so there is an opportunity in the next biennium to hire additional staff and reinstate positions that were placed on hiring freezes during the pandemic, without impacting reserve policies. Staff positions will focus on public safety and technology. MAYOR’S 2023 - 2024 BUDGET MESSAGE PUBLIC SAFETY Public safety is the focus of the next biennium. Public safety is a critical part of infrastructure that ensures a community remains vibrant and healthy. The City recognizes public safety also constitutes a broad range of programs. While traditional policing is still vital to public safety, the City has taken a holistic approach to how it views public safety, as police officers alone are challenged to address all the aspects of what public safety entails. This biennial budget includes a variety of initiatives that contribute to a well-rounded public safety program such as: • $30 million investment in transportation to make sure roadways can move people safely and efficiently from one place to another. Transportation is also crucial to effectively transport goods and to ensure households have access to employment, education and healthcare, both of which keeps the economy moving forward. Some of the key transportation projects are; o Island Crossing Roundabout o 173rd Street Phase II o 169th Street Segment o Roundabouts at both 188th Street and 180th Street and Smokey Point Blvd • $1.2 million for the improvement and maintenance of pedestrian systems such as trails and sidewalks, which are an important part of the transportation system to move people safely and efficiently alongside roads and streets and connecting neighborhoods and business districts. • $770,000 in social service programs to connect individuals to services that may need assistance with housing, mental health or opioid treatment. • $700,000 in traffic calming programs that will mitigate impacts of traffic flow through new and existing neighborhoods. • $1.3 million investment in information technology infrastructure including; completing a fiber ring to limit external entry points into the city’s IT backbone, cybersecurity training and monitoring programs to detect and prevent external threats, and ongoing updates to technology equipment and software systems. • Hiring of two additional police officers. • Hiring of two maintenance and operations staff. AMERICAN RESCUE PLAN ACT In 2021, the City of Arlington was allocated $5.7 million in COVID relief funding. The City will use approximately $4.8 million for economic recovery by: • Investing in two park projects: the construction of Smokey Point Blvd park so the community has a clean and safe space to recreate, and construction of a food truck park to provide an opportunity for food service providers to open or expand their business and provide a place for local workforce and community to dine in the Cascade Industrial Center. • Implementation of tourism programs and expanded winter festival to boost the local economy. MAYOR’S 2023 - 2024 BUDGET MESSAGE • Capacity funding to the Arlington Community Resource Center so that they can better assist households impacted by the pandemic. • Technical support, communications and training to businesses that will provide strategies and tools to help them be innovative and resilient. $800,000 of that funding is for public health measures by hiring a maintenance position to clean public facilities to limit exposure of COVID-19, funding for a cold weather shelter program to provide temporary shelter to un- housed individuals, and additional cyber security and utility system improvements to reduce risk of interruption to critical infrastructure. CONCLUSION I appreciate the collaboration of staff and City Council to create a budget that provides the foundation of a dynamic future for the citizens of Arlington. My priority is always to the citizens of Arlington by providing high quality services, opportunities to access housing, healthcare, employment and recreation to ensure all citizens can live their best life. It is with upmost gratitude that I have the ability to serve you, thank you so much for your continued confidence and support for this community. Sincerely, Mayor Barbara Tolbert 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 RESOLUTION NO. 2022-XXX A RESOLUTION OF THE CITY OF ARLINGTON ESTABLISHING THE 2023 REGULAR PROPERTY TAX LEVY WHEREAS, the City Council of the City of Arlington has met and considered its biennial budget for the years 2023-2024; and WHEREAS, the City’s Regular Property Tax actual levy amount from the previous year (2022) was $2,750,000; and WHEREAS, the population of the City of Arlington is more than 10,000, and BE IT RESOLVED by the City Council of the City of Arlington that an increase in the regular property tax levy is hereby authorized for the levy to be collected in the 2023 tax year. The dollar amount of the increase over the actual levy amount from the previous year shall be $27,500 which is a percentage increase of 1% from the previous year. This increase is exclusive of additional revenue resulting from new construction, improvements to property, newly constructed wind turbines, any increase in the value of state assessed property, any annexations that have occurred and refunds made. PASSED and APPROVED by the Mayor and City Council of the City of Arlington, at a regular meeting held on the 7th day of November, 2022. Barbara Tolbert, Mayor ATTEST: ______________________________ Wendy Van Der Meersche, City Clerk APPROVED AS TO FORM: ______________________________ Steve Peiffle, City Attorney Title of Form REV 64 0100 (8/27/21) Page 1 of 1 In accordance with RCW 84.52.020, I (Name), (Title), for (District name), do hereby certify to the (Name of county) County legislative authority that the (Commissioners, Council, Board, etc.) of said district requests that the following levy amounts be collected in (Year of collection) as provided in the district’s budget, which was adopted following a public hearing held on (Date of public hearing). Regular levies Levy General levy Other levy* Total certified levy request amount, which includes the amounts below. Administrative refund amount Non-voted bond debt amount Other* Excess levies Levy General (n/a for school districts) Bond Enrichment (school districts only) Cap. project Other levy* Total certified levy request amount, which includes the amounts below. Administrative refund amount Other* *Examples of other levy types may include EMS, school district transportation, or construction levies. Examples of other amounts may include levy error correction or adjudicated refund amount. Please include a description when using the “other” options. Signature: _______________________________ Date: __________________ Levy Certification Submit this document, or something similar, to the county legislative authority on or before November 30 of the year preceding the year in which the levy amounts are to be collected. Courtesy copy may be provided to the county assessor. This form is not designed for the certification of levies under RCW 84.52.070. Form 64 0100 To request this document in an alternate format, please complete the form dor.wa.gov/AccessibilityRequest or call 360-705-6705. Teletype (TTY) users please dial 711. City of Arlington Council Agenda Bill Item: WS #7 Attachment G General Fund Operating Statement Revenue Charts ARPA Program Summary September 2022 Totals:Spent to Date:Completed By: Laptops for remote work/field use $ 5,000 306$ Complete 1 full time employee to perform custodial and cleaning of public spaces $ 246,000 49,134$ Expenses thru 2024 or until exhausted Touchless entry lock systems for City $ 261,000 243,965$ Complete by 9/2022 Replenish Personal Protective Equipment (PPE) stock $ 12,985 8,237$ ongoing thru 2024 as needed Cold weather shelter $ 20,000 20,000$ Complete by 12/2022 Cyber security upgrades $ 94,000 55,961$ Complete by 12/2022 Utility system security improvements $ 237,310 14,494$ Complete by 12/2023 Design/build food truck park $ 1,366,625 Design 2022, construction 2023 Food distribution (food bank) $ 60,000 In discussions Workforce development (partner with County) $ 25,000 Complete by 12/2023 Tourism event funding (similar to Lodging Tax Advisory Committee) $ 150,000 84,493$ Complete by 12/2022 Winter festival funding/Legion Park Electrical Upgrades $ 200,000 82,558$ Complete by 12/2022 Chamber of Commerce (possible partner for communications position) $ 150,000 18,084$ Contract thru 12/2022 Purchase parklets for more outdoor eating spaces $ 150,000 119,847$ Complete Arlington Community Resource Center $ 360,000 50,756$ Contract thru 12/2024 Utility Credit program $ 280,907 29,306$ Phase 1 complete NW Innovation Center $ 25,000 3,475$ Contract thru 12/2024 After school program/childcare (Boys & Girls Club) $ 77,000 In discussions Smokey Point Park Land $ 1,000,000 In negotiations Smokey Point Park Improvements $ 1,013,723 RFP for design issued 7/2022 TOTAL ARPA BUDGET 5,734,550$ 780,615$