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HomeMy WebLinkAboutRegular Council Meeting Agenda Packet 12/20/2022MARANA TOWN COUNCIL REGULAR COUNCIL MEETING NOTICE AND AGENDA 11555 W. Civic Center Drive, Marana, Arizona 85653 Council Chambers, December 20, 2022, at or after 6:00 PM Ed Honea, Mayor Jon Post, Vice Mayor Patti Comerford, Council Member Jackie Craig, Council Member Herb Kai, Council Member John Officer, Council Member Roxanne Ziegler, Council Member Pursuant to A.R.S. §38-431.02, notice is hereby given to the members of the Marana Town Council and to the general public that the Town Council will hold a meeting open to the public on December 20, 2022, at or after 6:00 PM located in the Council Chambers of the Marana Municipal Complex, 11555 W. Civic Center Drive, Marana, Arizona. ACTION MAY BE TAKEN BY THE COUNCIL ON ANY ITEM LISTED ON THIS AGENDA. Revisions to the agenda can occur up to 24 hours prior to the meeting. Revised agenda items appear in italics. As a courtesy to others, please turn off or put in silent mode all electronic devices. Meeting Times Welcome to this Marana Town Council meeting. Regular Council meetings are usually held the first and third Tuesday of each month at 6:00 PM at the Marana Municipal Complex, although the date or time may change and additional meetings may be called at other times and/or places. Contact the Town Clerk or watch for posted agendas for other meetings. This agenda may be revised up to 24 hours prior to the meeting. In such a case a new agenda will be posted in place of this agenda. Speaking at Meetings If you are interested in speaking to the Council during the Call to the Public or Public Hearings, you must fill out a speaker card (located in the lobby outside the Council Chambers) and deliver it to the Town Clerk prior to the convening of the meeting. Marana Regular Town Council Meeting December 20, 2022 Page 1 of 182 All persons attending the Council meeting, whether speaking to the Council or not, are expected to observe the Council rules, as well as the rules of politeness, propriety, decorum and good conduct. Any person interfering with the meeting in any way, or acting rudely or loudly will be removed from the meeting and will not be allowed to return. Accessibility To better serve the citizens of Marana and others attending our meetings, the Council Chambers are wheelchair and handicapped accessible. Persons with a disability may request a reasonable accommodation, such as a sign language interpreter, by contacting the Town Clerk at (520) 382-1999. Requests should be made as early as possible to arrange the accommodation. Agendas Copies of the agenda are available the day of the meeting in the lobby outside the Council Chambers or online at www.maranaaz.gov under Agendas and Minutes. For questions about the Council meetings, special services or procedures, please contact the Town Clerk, at (520) 382-1999, Monday through Friday from 8:00 AM to 5:00 PM. This Notice and Agenda Posted no later than 24 hours prior to the meeting, at the Marana Municipal Complex, 11555 W. Civic Center Drive, the Marana Operations Center, 5100 W. Ina Road, and at www.maranaaz.gov under Agendas and Minutes.   REGULAR COUNCIL MEETING             CALL TO ORDER AND ROLL CALL   PLEDGE OF ALLEGIANCE/INVOCATION/MOMENT OF SILENCE   APPROVAL OF AGENDA   CALL TO THE PUBLIC At this time any member of the public is allowed to address the Town Council on any issue within the jurisdiction of the Town Council, except for items scheduled for a Public Hearing at this meeting. The speaker may have up to three minutes to speak. Any persons wishing to address the Council must complete a speaker card located outside the Council Chambers and deliver it to the Town Clerk prior to the commencement of the meeting. Individuals addressing a meeting at the Call to the Public will not be provided with electronic technology capabilities beyond the existing voice amplification and recording capabilities in the facilities. Pursuant to the Arizona Open Meeting Law, at the conclusion of Call to the Public, individual members of the Council may respond to criticism made by those who have addressed the Council, and may ask staff to review the matter, or may ask that the matter be placed on a future agenda. Marana Regular Town Council Meeting December 20, 2022 Page 2 of 182 future agenda.   PROCLAMATIONS   MAYOR AND COUNCIL REPORTS: SUMMARY OF CURRENT EVENTS   MANAGER’S REPORT: SUMMARY OF CURRENT EVENTS   PRESENTATIONS   CONSENT AGENDA The Consent Agenda contains items requiring action by the Council which are generally routine items not requiring Council discussion. A single motion and affirmative vote will approve all items on the Consent Agenda, including any resolutions or ordinances. Prior to a motion to approve the Consent Agenda, any Council member may remove any item from the Consent Agenda and that item will be discussed and voted upon separately.   C1 Resolution No. 2022-129: Relating to Administration; rescinding Resolution No. 2021-126 which approved the Marana Public Art Policy (Libby Shelton)   C2 Resolution No. 2022-130: Relating to Budget; approving the transfer of up to $750,000 in budgeted expenditure authority from the General Fund contingency line item to the Technology Services Department budget in the fiscal year 2022-2023 budget for the purchase and installation of computer hardware (Yiannis Kalaitzidis)   C3 Resolution No. 2022-131: Relating to Development; approving the Final Plat for Villagio Lots 5-7 located north of Tangerine Road and west of Thornydale Road within Section 31, Township 11 South and Range 13 East (Brian D. Varney)   C4 Approval of the Regular Council Meeting Summary Minutes of December 6, 2022 (David L. Udall)   LIQUOR LICENSES   BOARDS, COMMISSIONS AND COMMITTEES   B1 Resolution No. 2022-132: Relating to Benefits; appointing Thomas Plantz Marana Regular Town Council Meeting December 20, 2022 Page 3 of 182 B1 Resolution No. 2022-132: Relating to Benefits; appointing Thomas Plantz and Franklin Garrett as Trustees for the Marana Health Care Benefits Trust for four-year terms, retroactively effective from November 20, 2021 (Curry Hale)   B2 Resolution No. 2022-133: Relating to Boards, Commissions, and Committees; making an appointment to the Town of Marana Utilities Board (David L. Udall)   COUNCIL ACTION   A1 PUBLIC HEARING: Ordinance No. 2022.028: Relating to Development; approving a rezoning of approximately .53 acres of Block C of the final block plat for Willow Ridge, located at the southeast corner of Cortaro Farms Road and Sandy Desert Trail, from R-16 (Residential) to NC (Neighborhood Commercial); approving a modification of a rezoning condition of Marana Ordinance No. 2004.07, which approved the rezoning for the 104-acre Willow Ridge development, to delete a condition that prohibits two-story construction within 300 feet of Cortaro Farms Road as it applies to Block C, a 3.81-acre parcel (Brian Varney)   A2 PUBLIC HEARING: Resolution No. 2022-134: Relating to Development; adopting a minor amendment to the Marana 2040 General Plan to provide that proposed major amendments to the general plan shall be presented at a public hearing within twelve months of when the amendment is proposed (Jane Fairall)   A3 Ordinance No. 2022.029: Relating to Development; adopting development impact fees for street facilities, parks and recreation facilities, water facilities, water resources, and wastewater facilities; accepting and approving the technical fee reports identifying benefit areas and facilities needs; and providing an effective date (Fausto Burruel, Jim Conroy, Jing Luo)   ITEMS FOR DISCUSSION / POSSIBLE ACTION   EXECUTIVE SESSIONS Pursuant to A.R.S. § 38-431.03, the Town Council may vote to go into executive session, which will not be open to the public, to discuss certain matters.   E1 Executive Session pursuant to A.R.S. §38-431.03 (A), Council may ask for    Marana Regular Town Council Meeting December 20, 2022 Page 4 of 182 E1 Executive Session pursuant to A.R.S. §38-431.03 (A), Council may ask for discussion or consideration, or consultation with designated Town representatives, or consultation for legal advice with the Town Attorney, concerning any matter listed on this agenda for any of the reasons listed in A.R.S. §38-431.03 (A).      E2 Executive Session pursuant to A.R.S. § 38-431.03(A)(1) for discussion, consideration, and possible interviews of candidates for appointment to the Town of Marana Utilities Board.        FUTURE AGENDA ITEMS Notwithstanding the Mayor’s discretion regarding the items to be placed on the agenda, if three or more Council members request that an item be placed on the agenda, it must be placed on the agenda for the second regular Town Council meeting after the date of the request, pursuant to Marana Town Code Section 2-4-2(B).   ADJOURNMENT     Marana Regular Town Council Meeting December 20, 2022 Page 5 of 182      Council-Regular Meeting   C1        Meeting Date:12/20/2022   To:Mayor and Council Submitted For:Libby Shelton, Deputy Town Attorney From:Libby Shelton, Deputy Town Attorney Date:December 20, 2022 Strategic Plan Focus Area: Cherished Heritage Subject:Resolution No. 2022-129: Relating to Administration; rescinding Resolution No. 2021-126 which approved the Marana Public Art Policy (Libby Shelton) Discussion: The Town of Marana Strategic Plan Five includes a goal to embed heritage in policy and planning to ensure continued preservation of Marana's Heritage.  An identified strategy to achieve this goal includes expanding the current art policy to require the integration of public art into public and private development projects that captures Marana's heritage.   The current Town of Marana Art Policy, adopted by Resolution No. 2021-126 on September 7, 2021, does not address private development projects and is not focused on Marana's heritage.  Additionally, the current Art Policy requires formation of a community input group.  Since the Public Art Policy's Adoption, the community input group has not been formed.  Moreover, the current Public Art Policy potentially delays development projects by not clearly being integrated into the development process in a collaborative manner. Before the end of fiscal year 2023, Town staff intend to bring forth to Town Council a revised Public Art Policy that will embody the "Cherished Heritage" focus area of Strategic Plan 5 and align productively with ongoing development projects.   Marana Regular Town Council Meeting December 20, 2022 Page 6 of 182 Staff Recommendation: Staff recommends approval of this resolution.   Suggested Motion: I move to adopt Resolution No. 2022-129, rescinding Resolution No. 2021-126 which approved the Marana Public Art Policy. Attachments Resolution No. 2022-129 Marana Regular Town Council Meeting December 20, 2022 Page 7 of 182 - 1 - Resolution No. 2022-129 MARANA RESOLUTION NO. 2022-129 RELATING TO ADMINISTRATION; RESCINDING RESOLUTION NO. 2021-126 WHICH APPROVED THE TOWN OF MARANA PUBLIC ART POLICY WHEREAS on September 7, 2021, the Town Council adopted Resolution No. 2021- 126 approving the Town of Marana Public Art Policy; and WHEREAS on September 6, 2022, the Town Council adopted the Town of Marana Strategic Plan 5 (“Strategic Plan 5”); and WHEREAS Strategic Plan 5 includes Cherished Heritage as a Focus Area with a goal to embed heritage in policy and planning to ensure continued preservation of Ma- rana’s heritage; and WHEREAS to achieve this goal, Strategic Plan 5 provides that the Town will ex- pand the current art policy to require the integration of public art into public and private development projects that captures Marana’s heritage; and WHEREAS the Public Art Policy adopted via Resolution No. 2021-126 does not achieve the heritage goals of Strategic Plan 5 ; and WHEREAS Town staff intends to bring forward a revised Public Art Policy that both furthers the goals of Strategic Plan 5 and aligns productively with development pro- jects; and WHEREAS the Town Council finds that adopting this resolution rescinding the Public Art Policy is in the best interests of the Town and its citizens. NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF MARANA, ARIZONA, that Resolution No. 2021-126 adopted by the Marana Town Council on September 7, 2021, and the Town of Marana Public Art Policy it approved are hereby rescinded. Marana Regular Town Council Meeting December 20, 2022 Page 8 of 182 - 2 - Resolution No. 2022-129 PASSED AND ADOPTED by the Mayor and Council of the Town of Marana, Ar- izona, this 20th day of December, 2022. Mayor Ed Honea ATTEST: David L. Udall, Town Clerk APPROVED AS TO FORM: Jane Fairall, Town Attorney Marana Regular Town Council Meeting December 20, 2022 Page 9 of 182      Council-Regular Meeting   C2        Meeting Date:12/20/2022   To:Mayor and Council From:Yiannis Kalaitzidis, Finance Director Date:December 20, 2022 Strategic Plan Focus Area: Not Applicable Subject:Resolution No. 2022-130: Relating to Budget; approving the transfer of up to $750,000 in budgeted expenditure authority from the General Fund contingency line item to the Technology Services Department budget in the fiscal year 2022-2023 budget for the purchase and installation of computer hardware (Yiannis Kalaitzidis) Discussion: The budget for fiscal year 2022-2023 was adopted on June 21, 2022, which set the legal level of budgetary control at the department level for the General Fund and at the fund level for all other funds.  Council approval is required for budgetary transfers between General Fund departments, between funds, and for any transfer of contingency.  The purpose of this item is to request the transfer of budget authority from the General Fund contingency line item to the Technology Services Department of up to $750,000 for the purchase and installation of computer hardware in Marana Police Department patrol vehicles. After the beginning of the current fiscal year, staff were informed that the current computer hardware used by officers in patrol vehicles would likely experience connectivity issues because our current service provider plans to discontinue use of 1-3G bands on their towers.  Due to the range limitations of remaining 4G band, computer hardware patrol vehicles might not be able to easily connect in the majority of the Town making it more difficult for officers to perform their duties while on patrol. Staff researched alternatives, including other providers, and has not been able to find Marana Regular Town Council Meeting December 20, 2022 Page 10 of 182 Staff researched alternatives, including other providers, and has not been able to find an efficient and effective alternative for our current equipment. As a result, staff recommends updating the computer hardware as soon as possible to avoid connectivity issues and potential negative impacts on operations.  Staff has identified equipment that will provide the necessary operational capability to the Town's officers, while also updating our platforms to the latest 5G technology.  This replacement was already being discussed to be implemented for the upcoming fiscal year. Considering the current unexpected connectivity and operational issues, staff recommends purchasing the computer hardware in the current fiscal year through the use of contingency budget capacity for one-time projects such as this one. Financial Impact: Fiscal Year:2023 Budgeted Y/N:N Amount:$750,000 The requested budget transfer of up to $750,000 does not increase the overall expenditure amount for the General Fund or the Town's budget.  The transfer would only move Contingency budgetary authority to the Technology Services department within the General Fund.  Funding would be provided from prior year savings accumulated and shown as available fund balance.    Staff Recommendation: Staff recommends approval of the budget transfer from the General Fund Contingency line item to the Technology Services department. Suggested Motion: I move to adopt Resolution No. 2022-130, approving the transfer of up to $750,000 in budgeted expenditure authority from the General Fund contingency line item to the Technology Services Department budget in the fiscal year 2022-2023 budget for the purchase and installation of computer hardware. Attachments Resolution No. 2022-130 Marana Regular Town Council Meeting December 20, 2022 Page 11 of 182 Marana Resolution No. 2022-130 - 1 - MARANA RESOLUTION NO. 2022-130 RELATING TO BUDGET; APPROVING THE TRANSFER OF UP TO $750,000 IN BUDGETED EXPENDITURE AUTHORITY FROM THE GENERAL FUND CONTINGENCY LINE ITEM TO THE TECHNOLOGY SERVICES DEPARTMENT BUDGET IN THE FISCAL YEAR 2022-2023 BUDGET FOR THE PURCHASE AND INSTALLATION OF COMPUTER HARDWARE WHEREAS on June 21, 2022, the Town Council adopted the fiscal year 2022-2023 budgetary document and overall financial plan which set the legal level of budgetary control at the department level for the General Fund and at the fund level for all other funds; and WHEREAS at the beginning of the current fiscal year, staff learned that the com- puter hardware in Marana Police Department patrol vehicles would experience connec- tivity issues due the our current service provider discontinuing use of 1-3G band on their towers; and WHEREAS following research of alternative options, including other providers, Town staff has determined that replacement of the current computer hardware in the vehicles is required; and WHEREAS delaying the purchase of the new computer hardware until the next fiscal year may result in connectivity issues and negatively impact operations; and WHEREAS the purchase and installation of the new computer hardware in the patrol vehicles will cost up to $750,000; and WHEREAS transferring amounts within the fiscal year 2022-2023 budget will not significantly impact the General Fund; and WHEREAS the Council finds that the reallocations addressed by this resolution are in the best interest of the Town of Marana and its citizens. NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF MARANA, ARIZONA, AS FOLLOWS: SECTION 1. The transfer of up to $750,000 in budgeted expense authority from the General Fund contingency line item to the Technology Services Department budget in the fiscal year 2022-2023 budget is hereby approved. SECTION 2. The Town’s Manager and staff are hereby directed and authorized to undertake all other and further tasks required or beneficial to carry out the terms, obliga- tions, and objectives of this resolution. Marana Regular Town Council Meeting December 20, 2022 Page 12 of 182 Marana Resolution No. 2022-130 - 2 - PASSED AND ADOPTED BY THE MAYOR AND COUNCIL OF THE TOWN OF MARANA, ARIZONA, this 20th day of December, 2022. Mayor Ed Honea ATTEST: David L. Udall, Town Clerk APPROVED AS TO FORM: Jane Fairall, Town Attorney Marana Regular Town Council Meeting December 20, 2022 Page 13 of 182      Council-Regular Meeting   C3        Meeting Date:12/20/2022   To:Mayor and Council From:Brian Varney, Senior Planner Date:December 20, 2022 Strategic Plan Focus Area: Not Applicable Subject:Resolution No. 2022-131: Relating to Development; approving the Final Plat for Villagio Lots 5-7 located north of Tangerine Road and west of Thornydale Road within Section 31, Township 11 South and Range 13 East (Brian D. Varney) Discussion: Request Old Lobo Villagio, LLC is requesting approval of a final plat consisting of three commercial lots on approximately 4.54 acres of land located north of Tangerine Road and west of Thornydale Road.  The proposed plat is located within the Tangerine / Thornydale Specific Plan, and the land use designation is Commercial. Land Use The proposed plat is a resubdivision of the existing Lot 1 of the final plat for Villagio Lot 1 Resubdivision - Lots 1 & 4. The proposed lot sizes are: 76,227 square feet (Lot 5), 32,991 square feet (Lot 6), and 36,635 square feet (Lot 7). The maximum building height allowed is two stories, up to 40 feet.   Access and Traffic Circulation The subdivision will be accessed from both Tangerine Road and Thornydale Road.  Utilities Water service will be provided to the subdivision by Tucson Water. Wastewater service will be provided by Pima County Regional Wastewater.  Marana Regular Town Council Meeting December 20, 2022 Page 14 of 182 Staff Recommendation: Staff has reviewed the request against the requirements of the Tangerine / Thornydale Specific Plan, the Marana Town Code, and the Marana General Plan. This final plat is in substantial conformance with all required development regulations, and staff recommends approval.  Suggested Motion: I move to adopt Resolution No. 2022-131, approving the final plat for Villagio Lots 5-7.  Attachments Resolution No. 2022-131 Villagio Lots 5-7 Final Plat PRV2206-009 V57 Map PRV2206-009 V57 App Marana Regular Town Council Meeting December 20, 2022 Page 15 of 182 00085439.DOCX /1 Marana Resolution No. 2022-131 - 1 - MARANA RESOLUTION NO. 2022-131 RELATING TO DEVELOPMENT; APPROVING THE FINAL PLAT FOR VILLAGIO LOTS 5-7 LOCATED NORTH OF TANGERINE ROAD AND WEST OF THORNYDALE ROAD WITHIN SECTION 31, TOWNSHIP 11 SOUTH AND RANGE 13 EAST WHEREAS, on July 5, 2006, the Town Council adopted Ordinance No. 2006.20, approving the Tangerine / Thornydale Specific Plan; and WHEREAS, on October 2, 2007, the Town Council adopted Ordinance No. 2007.24, approving an amendment to the Tangerine / Thornydale Specific Plan; and WHEREAS, on June 3, 2008, the Town Council adopted Resolution No. 2008-71, approving a final plat for Villagio, Lots 1-3, Blocks “A” and “B”; and WHEREAS, on May 16, 2017, the Town Council adopted Resolution No. 2017-040, approving the final plat for Villagio Lot 1 Resubdivision – Lots 1 & 4; and, WHEREAS Old Lobo Villagio, LLC has applied for approval of the final plat for Villagio Lots 5-7 located north of Tangerine Road and west of Thornydale Road; and, WHEREAS the Mayor and Town Council, at its December 6, 2022 meeting, determined that the final plat for Villagio Lots 5-7 should be approved. NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF MARANA, ARIZONA that the final plat for Villagio Lots 5-7 is hereby approved. PASSED AND ADOPTED by the Mayor and Council of the Town of Marana, Arizona, this 20th day of December, 2022. Mayor Ed Honea ATTEST: David L. Udall, Town Clerk APPROVED AS TO FORM: Jane Fairall, Town Attorney Marana Regular Town Council Meeting December 20, 2022 Page 16 of 182 Marana Regular Town Council Meeting December 20, 2022Page 17 of 182 Marana Regular Town Council Meeting December 20, 2022Page 18 of 182 © Latitude Geographics Group Ltd. 0.1 THIS MAP IS NOT TO BE USED FOR NAVIGATION WGS_1984_Web_Mercator_Auxiliary_Sphere Miles0.1 Notes Legend This map is a user generated static output from an Internet mapping site and is for reference only. Data layers that appear on this map may or may not be accurate, current, or otherwise reliable. 0.070 1:4,514 PRV2206-009 Final Plat for Villagio Lots 5-7Town of Marana Planning Marana Town Limits Parcel Labels Parcels (Black) PRV2206-009 Final Plat for Villagio Lots 5-7 Tangerine RoadTangerine Road Thornydale Road Thornydale Road Marana Regular Town Council Meeting December 20, 2022 Page 19 of 182 Marana Regular Town Council Meeting December 20, 2022 Page 20 of 182      Council-Regular Meeting   C4        Meeting Date:12/20/2022   To:Mayor and Council From:David L. Udall, Town Clerk/Assistant Town Attorney Date:December 20, 2022 Subject:Approval of the Regular Council Meeting Summary Minutes of December 6, 2022 (David L. Udall) Attachments Regular Council Meeting Summary Minutes, 12/06/2022 Marana Regular Town Council Meeting December 20, 2022 Page 21 of 182 Council Regular Meeting Summary Minutes December 6, 2022 Page 1 of 7 MARANA TOWN COUNCIL REGULAR COUNCIL MEETING 11555 W. Civic Center Drive, Marana, Arizona 85653 Council Chambers, December 6, 2022, at or after 6:00 PM Ed Honea, Mayor Jon Post, Vice Mayor Patti Comerford, Council Member Jackie Craig, Council Member Herb Kai, Council Member John Officer, Council Member Roxanne Ziegler, Council Member SUMMARY MINUTES CALL TO ORDER AND ROLL CALL Mayor Honea called the meeting to order at 6:01 PM and directed the Town Clerk to call the roll. Council Member Comerford, Council Member Officer, and Council Member Ziegler were absent. All other Council Members were present, constituting a quorum. PLEDGE OF ALLEGIANCE/INVOCATION/MOMENT OF SILENCE: Led by Mayor Honea. APPROVAL OF AGENDA Council Member Kai moved to approve the agenda as presented. Vice Mayor Post seconded the motion. Motion passed, 4-0. CALL TO THE PUBLIC David Morales addressed the Council regarding the mission and current financial needs of the Disabled American Veterans (DAV) Chapter 4 volunteer organization. Marana Regular Town Council Meeting December 20, 2022 Page 22 of 182 Council Regular Meeting Summary Minutes December 6, 2022 Page 2 of 7 The following 16 individuals addressed the Council regarding lighted baseball field reservations for youth baseball and softball sports: Todd McGee, Joseph Kiser, Sarah Romic, Virgil Robinett, Deanna Kiser, Heidi Weimholt, Maricus Mindoro, Payton Romic, Abigail Castilblanco, Stacey Hughes, Cary Smith, Regina Smith, Ava Smith, Erika Castilblanco, Vanessa Perez, and John Anderson. Comments related generally to field reservations, field maintenance, the need for additional lighted baseball fields, and the differences between the Baja Fastpitch softball organization and the Little League organization. PROCLAMATIONS MAYOR AND COUNCIL REPORTS: SUMMARY OF CURRENT EVENTS Mayor Honea highlighted the Peach Program at Estes Elementary School, the Town’s Service Awards Ceremony, and the Police Department’s recent Badge Pinning and Promotion Ceremony. MANAGER’S REPORT: SUMMARY OF CURRENT EVENTS Town Manger Terry Rozema said the Town issued 35 single-family residential permits in November. Last November, there were 86 total permits issued. He said Holiday Festival had been canceled due to weather, but the Christmas tree lighting show would be available daily, on the hour between 5:00 PM and 9:00 PM, until December 28, 2022. He commented on the upcoming Concerts in the Courtyard event on December 15, 2022. PRESENTATIONS CONSENT AGENDA C1 Resolution No. 2022-123: Relating to Development; approving a release of assurances for Cortaro Ranch Phase II Lots 1 through 6 and Common Areas “A” and “B” as modified and accepting public improvements for maintenance (Jason Angell) C2 Resolution No. 2022-124: Relating to Liquor Licenses; appointing the Town Clerk as the Town Council’s designee to review extended premises and special event liquor license applications and make recommendations to the Arizona Department of Liquor License and Control; rescinding Resolution Nos. 2001-50 and 2018-081 (Luke Fischer) C3 Relating to Procurement; ratifying the Town Manager's approval of a change order to the Airport MIRL, PAPI, & Beacon Replacement (AP026) project in the amount of $3,059.25; authorizing the transfer of appropriations, if necessary, for the change order; Marana Regular Town Council Meeting December 20, 2022 Page 23 of 182 Council Regular Meeting Summary Minutes December 6, 2022 Page 3 of 7 and authorizing the Town Manager or designee to execute the necessary documents to effectuate the change order (Fausto Burruel) C4 Approval of Regular Council Meeting Summary Minutes of November 15, 2022 and Special Council Meeting Summary Minutes of November 22, 2022 (David L. Udall) Vice Mayor Post moved to approve the consent agenda. Council Member Kai seconded the motion. Motion passed, 4-0. LIQUOR LICENSES BOARDS, COMMISSIONS AND COMMITTEES COUNCIL ACTION A1 Ordinance No. 2022.027: Relating to Finance; amending the Town of Marana comprehensive fee schedule to reduce the Signature Event Vendor Fee - Non Food Vendor - Single; approving and authorizing a retroactive, partial waiver of the Signature Event Vendor Fee - Non Food Vendor - Single for the 2022 Fall Festival and the 2022 Holiday Festival signature events; and establishing an effective date (Wayne Barnett) Parks and Recreation Deputy Director Wayne Barnett presented on this item. Mr. Barnett explained the Signature Event Vendor Fee - Non Food Vendor - Single was erroneously adjusted to $150.00 for fiscal year 2023. The fee was intended to be adjusted to $125.00. For both the Fall Festival and Holiday Festival signature events, Town staff inadvertently charged vendors the intended fee of $125.00 instead of the approved fee of $150.00. This resolution retroactively and partially waives $25.00 of the charged fees for the Fall Festival and Holiday Festival events and amends the comprehensive fee schedule going forward so the fee is what it was intended to be for fiscal year 2023. Vice Mayor Post moved to adopt Ordinance No. 2022.027. Council Member Kai seconded the motion. Motion passed, 4-0. A2 Resolution No. 2022-125: Relating to Development; amending the infrastructure improvements plan supporting development impact fees for parks and recreation facilities by shifting the anticipated development impact fee funding among certain projects and by reducing the cost provided for the Twin Peaks District Park Land Acquisition and Phase 1 Development project without changing the amount of the parks impact fees or the level of service; authorizing the transfer of up to $650,000 in budgeted Marana Regular Town Council Meeting December 20, 2022 Page 24 of 182 Council Regular Meeting Summary Minutes December 6, 2022 Page 4 of 7 expense authority from the Santa Cruz Shared Use Path at Cal Portland Project line item to the Gladden Farms Baseball Field Improvements line item within the impact fee fund (Jim Conroy) Parks and Recreation Director Jim Conroy presented on this item. A copy of the PowerPoint presentation is on file with the Town Clerk’s Office. Mr. Conroy explained this resolution would amend the parks and recreation infrastructure improvements plan to shift funding to the Gladden Farms Baseball Field Improvements line item due to rising costs resulting from inflation. He said the project should be completed by summer of 2023. Council Member Kai moved to adopt Resolution No. 2022-125. Vice Mayor Post seconded the motion. Motion passed, 4-0. A3 Resolution No. 2022-126: Relating to Intergovernmental Relations; adopting a 2023 Town of Marana Legislative Policy Priority Program and authorizing and directing those authorized to lobby on behalf of the Town of Marana to represent and pursue it (Andrea Caicedo) Assistant to the Town Manager Andrea Caicedo presented on this item, which involved the Town’s new legislative policy priority program designed to guide lobbying activities during the 2023 legislative session. The new program removes the COVID-19 relief- related priority and adds the following four new priorities: • Oppose legislation curtailing the Town’s zoning and permitting authority and support legislation to preserve the public’s participation in the process. • Support legislation providing additional state resources to address the statewide housing shortage crisis through increased allocations to the state housing trust fund and innovative public-private partnerships to create affordable workforce housing. • Support initiatives enhancing tourism in Southern Arizona, including efforts to attract film in various motion media productions. • Support initiatives to preserve and enhance the Town’s ability to strategically plan for and respond to emergencies and properly support public safety personnel. Vice Mayor Post moved to adopt Resolution No. 2022-126. Council Member Kai seconded the motion. Motion passed, 4-0. A4 Resolution No. 2022-127: Relating to Public Works; approving and authorizing the Mayor to sign an Acquisition Agreement & Administrative Settlement and the Town Engineer to execute all other documentation necessary for the purchase of property rights Marana Regular Town Council Meeting December 20, 2022 Page 25 of 182 Council Regular Meeting Summary Minutes December 6, 2022 Page 5 of 7 needed from Preot LLC for the Twin Peaks Rattlesnake Pass Improvement Project, Town of Marana Project No. ST073 (George Cardieri) Real Property Manager George Cardieri presented on this item. A copy of the PowerPoint presentation is on file with the Town Clerk’s Office. Mr. Cardieri said Town staff was seeking the Council’s approval of an administrative settlement between the Town and a property owner impacted by the Twin Peaks Rattlesnake Pass Improvement Project. Mr. Cardieri explained the settlement was in the best interests of the Town because the Town will avoid a costly condemnation process and it would allow the Town to timely obtain necessary geotechnical data for necessary for the project. Council Member Kai asked about the acreage size of the subject property and the price per square foot in the settlement. Mr. Cardieri and Town Attorney Jane Fairall explained that an executive session [Item E2 below] was scheduled for this item, and that the confidential terms of the negotiation could be discussed in that setting. Mayor Honea asked if Council Member Kai would like to go into executive session. Council Member Kai said it was not necessary. Vice Mayor Post moved to adopt Resolution No. 2022-127. Council Member Kai seconded the motion. Motion passed, 4-0. A5 Resolution No. 2022-128: Relating to Real Estate; accepting the offer of just compensation from Pima County for property rights needed for the Conti nental Ranch Regional Pump Station Force Main Augmentation Project and authorizing the Town Engineer to execute the Acquisition Agreement, conveyance instruments, and any and all other associated documents (George Cardieri) Mr. Cardieri presented on this item. A copy of the PowerPoint presentation is on file with the Town Clerk’s Office. Mr. Cardieri explained that the County presented the Town with an offer of just compensation for easement rights they need for a County project, and the offer was based on an appraisal. Town staff has reviewed the appraisal and found it was fair and reasonable. The County also gave Town staff the opportunity to review the grant of easement document, which Town staff was able to adjust in light of a Town parking lot project. Council Member Kai moved to adopt Resolution No. 2022-128. Vice Mayor Post seconded the motion. Motion passed, 4-0. Marana Regular Town Council Meeting December 20, 2022 Page 26 of 182 Council Regular Meeting Summary Minutes December 6, 2022 Page 6 of 7 ITEMS FOR DISCUSSION / POSSIBLE ACTION D1 Relating to Development and Public Works; update, discussion, and possible direction regarding public and private projects and development applications on the Town’s Marana Current and Proposed Projects internet site (Jason Angell) Development Services Director Jason Angell provided an update on various projects and development applications in the Town, as currently listed on the following website: https://experience.arcgis.com/experience/9bcda179c412496a8be2a5af29727745/ During the presentation, Mr. Angell answered questions about the various projects. EXECUTIVE SESSIONS Pursuant to A.R.S. § 38-431.03, the Town Council may vote to go into executive session, which will not be open to the public, to discuss certain matters. E1 Executive Session pursuant to A.R.S. §38-431.03 (A), Council may ask for discussion or consideration, or consultation with designated Town representatives, or consultation for legal advice with the Town Attorney, concerning any matter listed on this agenda for any of the reasons listed in A.R.S. §38-431.03 (A). E2 Executive session pursuant to A.R.S. § 38-431.03(A)(4) and (7) to discuss with the Town’s attorneys and representatives the terms of a proposed purchase of needed property rights for the Twin Peaks Rattlesnake Pass Improvement Project from Preot, LLC (this item relates to and should occur, if at all, before Council Action A4 on tonight’s agenda). FUTURE AGENDA ITEMS Notwithstanding the Mayor’s discretion regarding the items to be placed on the agenda, if three or more Council members request that an item be placed on the agenda, it must be placed on the agenda for the second regular Town Council meeting after the date of the request, pursuant to Marana Town Code Section 2-4-2(B). Mayor Honea asked for future agenda items. There were no future agenda items. ADJOURNMENT Mayor Honea asked for a motion to adjourn the meeting. Marana Regular Town Council Meeting December 20, 2022 Page 27 of 182 Council Regular Meeting Summary Minutes December 6, 2022 Page 7 of 7 Vice Mayor Post moved to adjourn the meeting. Council Member Kai seconded the motion. Motion passed, 4-0. Meeting adjourned at 7:13 PM. CERTIFICATION I hereby certify that the forgoing are the true and correct minutes of the Marana Town Council meeting held on December 6, 2022. I further certify that a quorum was present. ____________________________________ David L. Udall, Town Clerk Marana Regular Town Council Meeting December 20, 2022 Page 28 of 182      Council-Regular Meeting   B1        Meeting Date:12/20/2022   To:Mayor and Council Submitted For:Curry C. Hale, Human Resources Director From:Libby Shelton, Deputy Town Attorney Date:December 20, 2022 Strategic Plan Focus Area: Not Applicable Subject:Resolution No. 2022-132: Relating to Benefits; appointing Thomas Plantz and Franklin Garrett as Trustees for the Marana Health Care Benefits Trust for four-year terms, retroactively effective from November 20, 2021 (Curry Hale) Discussion:  On August 6, 2019, the Council adopted Resolution No. 2019-068, establishing the Marana Health Care Benefits Trust (MHCBT) and approving the Trust Document. The MHCBT fulfills a statutory requirement of A.R.S. Section 11-981 that the Town establish a trust fund for the Town's self-funded insurance program.  The Trust Document provides for five Trustees, with no more than one Trustee being a Town employee, and no Trustees being a member of the Council.   On October 15, 2019, the Council adopted Resolution No. 2019-107, establishing a special council committee to receive and review applications for and make recommendations to the Town Council regarding appointment of Trustees for the MHCBT.  The special council committee voted to recommend to the full Town Council the appointment of Cameron Lewis and Matthew Haertzen to serve 4-year terms and Thomas Plantz and Franklin Garret to serve 2-year terms.  For the fifth Trustee, Town staff recommended that the Council appoint the Town's Finance Director, Yiannis Kalaitzidis, to serve as a Trustee with a 4-year term. On November 19, 2019, the Council adopted Resolution No. 2019-118 appointing Marana Regular Town Council Meeting December 20, 2022 Page 29 of 182 Thomas Plantz and Franklin Garret to serve 2-year terms as Trustees for the MHCBT.  As their terms expired on November 20, 2021 and they have continued to serve well and faithfully as MHCBT Trustees, this resolution would appoint Thomas Plantz and Franklin Garret to serve 4-year terms as Trustees for the MHCBT retroactively effective from November 20, 2021. Staff Recommendation: Staff recommends approval of the Resolution.   Suggested Motion: I move to adopt Resolution No. 2022-132, appointing Thomas Plantz and Franklin Garrett as Trustees for the Marana Health Care Benefits Trust for four-year terms, retroactively effective from November 20, 2021. Attachments Resolution No. 2022-132 Marana Regular Town Council Meeting December 20, 2022 Page 30 of 182 - 1 - Resolution No. 2022-132 MARANA RESOLUTION NO. 2022-132 RELATING TO BENEFITS; APPOINTING THOMAS PLANTZ AND FRANKLIN GAR- RETT AS TRUSTEES FOR THE MARANA HEALTH CARE BENEFITS TRUST FOR FOUR-YEAR TERMS, RETROACTIVELY EFFECTIVE FROM NOVEMBER 20, 2021 WHEREAS on August 6, 2019, the Town Council adopted Resolution No. 2019- 068 establishing the Marana Health Care Benefits Trust (MHCBT) and approving the Trust Document, to satisfy the requirements of Arizona Revised Statutes (A.R.S.) Section 11-981; and; and WHEREAS the Trust Document provides that there shall be five Trustees for the MHCBT, and that each Trustee shall serve a four-year term, except that the initial terms for the first five Trustees shall be as follows: two Trustees to serve an initial term of two years; and three Trustees to serve an initial term of four years; and WHEREAS on November 19, 2019, the Town Council adopted Resolution No. 2019-118 appointing the initial Trustees for the MHCBT, including appointing Thomas Plantz and Franklin Garrett to serve two-year terms; and WHEREAS Trustee Plantz’s and Trustee Garrett’s two-year terms expired on No- vember 20, 2021; however, Trustees Plantz and Garrett have continued to serve well and faithfully as MHCBT Trustees; and WHEREAS Town staff recommends that Trustee Plantz and Trustee Garrett be appointed as Trustees for four-year terms, retroactively effective from November 20, 2021; and WHEREAS the Town Council finds that adopting this resolution is in the best in- terests of the Town and its citizens. NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF MARANA, ARIZONA, that Thomas Plantz and Franklin Garrett are hereby appointed as Trustees for the Marana Health Care Benefits Trust for four-year terms retroactively effective from November 20, 2021. Marana Regular Town Council Meeting December 20, 2022 Page 31 of 182 - 2 - Resolution No. 2022-132 PASSED AND ADOPTED by the Mayor and Council of the Town of Marana, Ar- izona, this 20th day of December, 2022. Mayor Ed Honea ATTEST: David L. Udall, Town Clerk APPROVED AS TO FORM: Jane Fairall, Town Attorney Marana Regular Town Council Meeting December 20, 2022 Page 32 of 182      Council-Regular Meeting   B2        Meeting Date:12/20/2022   To:Mayor and Council From:David L. Udall, Town Clerk/Assistant Town Attorney Date:December 20, 2022 Strategic Plan Focus Area: Not Applicable Subject:Resolution No. 2022-133: Relating to Boards, Commissions, and Committees; making an appointment to the Town of Marana Utilities Board (David L. Udall) Discussion: Title 16 of the Marana Town Code establishes the Town of Marana Utilities Board. Pursuant to Marana Town Code Section 16-1-3, the Utilities Board shall manage and operate the water, wastewater, streetlight, electric, and other utility functions of the Town, while the Water Director maintains responsibility for the daily operations of the Town's water and wastewater services. The Utilities Board is a seven-member Board consisting of the Water Director, the Finance Director, two Town employees appointed by the Town Manager, and three Council-appointed members who are either Town residents or Town utility customers. As currently constituted, the Utilities Board consists of Deputy Town Manager Erik Montague, Chief Water Quality Operator Louis Valencia (both of whom were appointed by the Town Manager), Water Director Jing Lou, Finance Director Yiannis Kalaitzidis, Mr. Ronson Chee, and Mr. Jeff Biggs (both Council-appointed members). The third Council-appointed position is currently vacant following a resignation by Mr. Mark Johnson. Town staff has solicited applications for the vacant Council-appointed position and has received applications from Emily Bridson and Alexis Sosa. These applicants meet the requirements set forth in the Marana Town Code for appointment to the Utilities Board, and copies of their applications are attached to this agenda item for the Marana Regular Town Council Meeting December 20, 2022 Page 33 of 182 Board, and copies of their applications are attached to this agenda item for the Council's review. The Council-appointed member will begin serving immediately upon appointment and will serve for the duration of Mr. Johnson's four-year term, ending on March 16, 2025. Pursuant to Marana Town Code Section 2-6-2(E), the Council may do one or more of the following at tonight's meeting: 1. Interview one or more applicants either in public or in an executive session scheduled for that purpose. 2. Make one or more appointments. 3. Order the solicitation of additional applications. 4. Take any other action it deems appropriate. An executive session has been scheduled on tonight's agenda, should the Council desire to conduct interviews in executive session. Staff Recommendation: Council's pleasure. Suggested Motion: I move to adopt Resolution No. 2022-133, appointing ____________________________ to the Town of Marana Utilities Board.  Attachments Resolution No. 2022-133 Application Materials - Emily Bridson Application Materials - Alexis Sosa Marana Regular Town Council Meeting December 20, 2022 Page 34 of 182 - 1 - 00085251.DOCX /1 Resolution No. 2022-133 MARANA RESOLUTION NO. 2022-133 RELATING TO BOARDS, COMMISSIONS, AND COMMITTEES; MAKING AN APPOINTMENT TO THE TOWN OF MARANA UTILITIES BOARD WHEREAS Title 16 of the Marana Town Code establishes the Town of Marana Utilities Board and requires that its membership consist of the Town Water Director, two Town employees appointed by the Town Manager, the Town Finance Director, and three Council-appointed members who are either Town residents or utility customers of the Town; and WHEREAS the Utilities Board, as currently constituted, consists of Deputy Town Manager Erik Montague, Chief Water Quality Operator Louis Valencia (both of whom were appointed by the Town Manager), Water Director Jing Lou, Finance Director Yiannis Kalaitzidis, Mr. Ronson Chee, and Mr. Jeff Biggs (both of whom were appointed by the Town Council); and WHEREAS the third Council-appointed position is currently vacant following a resignation by Mr. Mark Johnson; and WHEREAS the Mayor and Council find that the appointment addressed by this resolution is in the best interests of the Town and its citizens. NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF MARANA, ARIZONA, that __________________________________ is hereby appointed to the Town of Marana Utilities Board effective immediately and shall serve for the duration of Mr. Johnson’s four-year term, ending on March 16, 2025. Marana Regular Town Council Meeting December 20, 2022 Page 35 of 182 - 2 - 00085251.DOCX /1 Resolution No. 2022-133 PASSED AND ADOPTED by the Mayor and Council of the Town of Marana, Arizona, this 20th day of December 2022. Mayor Ed Honea ATTEST: David L. Udall, Town Clerk APPROVED AS TO FORM: Jane Fairall, Town Attorney Marana Regular Town Council Meeting December 20, 2022 Page 36 of 182 Marana Regular Town Council Meeting December 20, 2022 Page 37 of 182 Marana Regular Town Council Meeting December 20, 2022 Page 38 of 182 Type of Interest NA Additional Information Have any of the above businesses conducted any business (e.g. supplier of goods or services, contractor, consultant) with the Town of Marana in the past 24 months? No If Yes, please explain Are you, a relative, or any member of your household an employee of the Town of Marana? No If Yes, please explain List by name any compensated lobbyist with whom you, or a relative, or a member of your household shares any direct economic interest such as a partnership, joint venture or similar business relationship.a? NA Signature Data First Name: Emily Last Name: Bridson Email Address: Signed at: November 7, 2022 6:42pm America/Phoenix Full Date Month: 11 Day: 7 Year: 2022 Marana Regular Town Council Meeting December 20, 2022 Page 39 of 182 EMILY BRIDSON Marana, AZ · PROFILE Municipal and county leader who values a collaborative approach to building a resilient and thriving community. Expertise in public policy, having been a former non-partisan elected official. Strong history of leading municipal, county, and non-profit boards. My professional background includes fiscal oversight, operations, planning, and project management. I am a fellow of Michigan Political Leadership Program and hold two graduate degrees, including an MBA. PROFESSIONAL EXPERIENCE August 2022- Present [Sister Jose Women’s Center] Donor Engagement Manager Responsible for raising $1.91M dollars to fund our operations and ensure the organization grows in a sustainable manner. • Oversee a staff member and interns to ensure engaging, quality assets. • Lead social media, PR, fundraising appeals, and donor database. • Engage with donors on a daily basis and re-imagine special events. 2021-July 2022[Spectrum Health] Patient Services Representative This part-time role began after resigning from Republic Services to run for office full-time in 2021. I started in the vaccination clinics to help our community during the pandemic and it evolved to a cardiology center role after the clinics closed. 2020 [Republic Services] Operations Manager This leadership role oversaw 60 team members and the daily operations for the Kalamazoo hauling division. • Oversaw hiring and personnel decisions to find great fits for critical roles. • Created weekly newsletter for my team to create a positive culture. • Worked with EGLE, environmental services, maintenance, and procurement to ensure we followed all rules and guidelines. • Strategic oversight to exceed daily KPIs to deliver upon customer service excellence. Leadership Trainee This 18-month program was cut short due to the emergence of the global pandemic. It was designed as a training program to learn all aspects of the waste hauling and recycling industry. 2017-2021 [City of Kentwood] Kentwood City Commissioner This seat represents 54,000 constituents and works with the mayor, commissioners, police and fire chiefs, and department directors to make decisions and move the city forward by listening to feedback from all. • Elected to serve constituents by visiting over 6,600 voters at their homes and creating a robust social media presence. • Oversaw an annual budget of $36 million and ensured taxpayer funds were spent in a responsible manner. • Introduced and passed public policy, hired city vendors, engaged with constituents to find solutions to issues, and represented the city at various public events. Marana Regular Town Council Meeting December 20, 2022 Page 40 of 182 • Monthly WKTV Community Media current affairs podcast host and program creator. Achieved success in community activism/civic engagement, which has given me experience with public relations, personal branding, cross-cultural communication, asset creation, and social media strategy. • Advocated for immigrants and refugees and those who do not have a voice in local government and our greater community. I recruited candidates to serve on our commissions so that we achieve inclusive representation. 2018-July 2019 [Padnos] Manager of Paper and Plastics This role led 15 team members and reported to the Vice President of Paper and Plastics. • Led the merger of two business units and the construction of new offices spaces, while retaining high performers. Led change management activities under new leadership with different cultural norms. • Oversaw AP and AR process improvement initiatives to pay customers on time and ensure we collected payments in under 60 days. • Recruited, interviewed, hired, trained, and motivated new team members to implement “right people in the right seats.” Conducted weekly one-on-ones to optimize daily tasks and created open communication and personal development plans. • Wrote new job descriptions for team members so that their tasks aligned with expectations and outcomes. During this time, I evaluated compensation to make sure it was competitive for market conditions and retention. Operations Manager This role led a team of 25 team members and reported to the Vice President of Paper and ran the daily operations of the Paper business unit. *This role changed in 2019 due to an internal business unit merger and new leadership. • Managed the P&L which included expenditures, budgeting, and cost center reports. This allowed us to be profitable in a down market due to the Chinese National Sword. • Led a manufacturing plant and created KPIs, evaluated inventory and floor space and began the work to move from a push to a pull system. This also included production management, OEE, and creating operating budgets and expense controls. • Partnered with purchasing, finance, and business units to reduce operational expenses and allocate expenses to appropriate cost centers. • Developed the business unit’s 2019 strategic plan and budget with feedback from team members. • Reduced freight expenditures by implementing a gross margin analysis and a monthly review of key accounts that sales representatives would then be responsible for renegotiating contracts and pricing. • Created “Daily Downloads”, a twice-weekly email to all team members so we stayed connected whether we worked in the office or on the road. I led daily Rock calls to talk about goals and any barriers we had. 2014-2017 [CQL Incorporated] Enterprise Strategic Engagement Executive Leveraged relationship management, research, cold calling and influencing skills to position for new enterprise eCommerce contracts with companies ranging from $5 million - $2 billion in annual revenue. The goal was to create contracts and onboard customers to generate additional revenue streams. • Acquired R.G. Barry brands within first 6 months in position, which was the first new brand in over a year. • Partnered with 3rd party integrators and digital agencies to add expertise to meet client needs. • Wrote customized proposals for proposed projects. • Created marketing materials (white papers, blogs, social media communication, paper and electronic assets). • Expanded CQL’s brand from a local company to a regional brand that included globally-recognized companies. Account Manager and Process Improvement Built a pipeline of opportunities, while navigating growing project demands and delivering on marketing initiatives; led projects ranging from $10,000 to $350,000+ delivering custom software, digital marketing, eCommerce, and design. • Drove sales pipeline and marketing strategy development, increasing sales from $3.3 million to $4.7 million in two years while delivering upon customer expectations. Marana Regular Town Council Meeting December 20, 2022 Page 41 of 182 • Researched and implemented first organizational-wide CRM, including lead management, email and social media functionality, and outbound newsletter; delivered CRM training and led efforts for updates and customizations. • Led team of designers and developers on web, software, and mobile application projects, including the implementation of custom enterprise resource planning systems, managing timelines and communication. 2013-2014 [Actavis Pharma (now Allergan)] Professional Sales Specialist Managed Grand Rapids territory of OB/GYNs, urologists, and primary care physicians; worked to increase women’s health market share. *This position ended when Actavis was acquired by Allergan. • Served as expert on disease state knowledge and trained and mentored colleagues. • Gained trust and developed new relationships with specialty customers while surpassing sales goals. 2012-2013 [Sunovion Pharmaceuticals] Therapeutic Specialist Oversaw Grand Rapids territory of allergists, ENTs, pulmonologists, and primary care physicians. *I was hired to launch a new product and after one year, they downsized our whole division. • Launched Zetonna product in a one-up territory, earning a national sales ranking in 2013. • Created and delivered professional development opportunities leading the district’s continuing education program. • Traveled throughout Michigan to create lasting relationships with physicians and staff. 2011-2012 [Heart of West Michigan United Way] Account Manager Led capital campaigns with organizations such as Spectrum Health, Fifth Third Bank, Van Andel Institute, Bissell, and Wolverine Worldwide; drove new business opportunities by researching needs, managing relationships, and tapping into the personal networks of the organization’s board of directors. *I left United way when I was recruited back to pharmaceutical sales and promptly began pursuing an MBA. • Implemented strategies to exceed the $4.5 million annual campaign objective by 2.5%. This was done by choosing compelling speakers that would resonate with specific audiences. • Solicited major gifts by meeting with the CEOs in my business portfolio. • Led, trained, inspired and provided accountability for a team of three while managing hundreds of accounts. • Updated internal accounting practices to provide consistency in internal and external fundraising reports. 2003-2011 [Merck & Co., Inc.] Senior Customer Representative Delivered $4.6 million in annual product sales, managing a diverse portfolio of revolving pharmaceutical products requiring execution of local managed care wins, launching four brands and winning multiple regional and nationa l sales awards. • Improved clinical outcomes and access to medications through collaboration with physicians and staff, hospitals, urgent care centers, and community health departments. • Partnered with the marketing department to revamp product messaging and launch new materials. • Hosted customer education programs to facilitate disease state and product understanding. • Rolled out new FDA-compliant products and educated physicians and staff on product details. Marana Regular Town Council Meeting December 20, 2022 Page 42 of 182 EDUCATION & SPECIAL LEARNING PROGRAMS • Master of Business Administration, Northwood University • Master of Science in Athletic Administration, Michigan State University • Bachelor of Arts in Liberal Studies, University of Central Florida • Michigan Political Leadership Program, Michigan State University COMMUNITY LEADERSHIP EXPERIENCE • Former City/County Building Authority board member • Former Kalamazoo County Solid Waste committee vice-chair • Former Kentwood Planning and Parks and Recreation commissioner • Former Humane Society of West Michigan board member • Former Habitat for Humanity Lansing board member • Former TEDxGrandRapids board member Marana Regular Town Council Meeting December 20, 2022 Page 43 of 182 From:Emily Bridson To:David Udall Subject:Re: Marana Board Application Date:Wednesday, November 9, 2022 4:53:38 PM Attachments:image001.png PLEASE BE CAUTIOUS THIS MESSAGE AND SENDER COME FROM OUTSIDE THE TOWN OF MARANA. IF YOU DID NOT EXPECT THIS MESSAGE, PROCEED WITH CAUTION. VERIFY THE SENDER'S IDENTITY BEFORE PERFORMING ANY ACTION, SUCH AS CLICKING ON A LINK OR OPENING AN ATTACHMENT. Hi David, Thank you so much for the email and clarifying this for me. Yes, I saw the Utilities board and I would like to apply for that position. (On the drop down list online, it had other choices, so I thought those might be open as well.) Please let me know if you need other information from me, Emily On Wed, Nov 9, 2022 at 1:54 PM David Udall <dudall@maranaaz.gov> wrote: Good Afternoon Ms. Bridson, I am in receipt of your application to the serve on the Marana Planning Commission. We currently do not have an opening on the Commission, but we have advertised a vacancy on the Marana Utilities Board. Is that the position you meant to apply for? If so, please respond by email and I will add the email to your application materials. Thank you, David Udall Town Clerk Town of Marana 11555 W. Civic Center Dr. Marana, AZ 85653 dudall@maranaaz.gov Marana Regular Town Council Meeting December 20, 2022 Page 44 of 182 (520) 382-3492 -- Emily Bridson M: | Marana Regular Town Council Meeting December 20, 2022 Page 45 of 182 Marana Regular Town Council Meeting December 20, 2022 Page 46 of 182 other schools in the state. We will also need to ensure we are planning to provide enough resources so we keep business in Marana and dollars spent within our community. Transportation for Marana will be something that will need to be addressed as we are a car-dependent community due to our close proximity to Tucson. With more and more individuals moving to Marana we need to find alternatives to transportation in and out of town. The increased inflow and outflow of traffic is also something that will have to be addressed. With more and more businesses moving into the Marana Main area and Tangerine Road we will need to address any concerns about congestion with more traffic during peak times. Water allocation has been a topic at hand for Arizona for years as we share the smallest portion of the allocation from the Colorado River. As a town, we need to make this a priority that we monitor closely to ensure we are planning accordingly for our community not just to thrive now but in the future. What do you see as the Town's best asset to bring visitors and new residents to the Town? One intangible asset to bringing new residents and visitors to our town is our safety and low crime rates. With Marana having a great Police Department and good culture within our small communities, safety can attract new residents and visitors. Marana with an expanding population and is one of the fastest growing municipalities in Arizona allows it to attract new residents and visitors. With good data-driven decisions, we can continue to ensure that our resources are appropriately managed to benefit our communities. Please explain your professional background I am a former Security Coordinator in the health care setting and Probation Officer of the Superior Court. I am a safety- minded individual who thinks about the general benefit of public resources to our Citizens. This is combined with my forward-thinking mindset as I move into business acquiring my MBA at the University of Arizona to see how I can position any business I work for in a more advantageous position than they were before in reference to their area of interest. I am versed in report writing, coordinating efforts across groups, allocating resources, working with limited resources, working using data to lead to better decision-making, and having an interest in the general public''s well-being. I believe I can combine these efforts and skills in my service to the town to create an environment for all to enjoy in Marana. Marana Regular Town Council Meeting December 20, 2022 Page 47 of 182 Describe your experience working with a Council- appointed board or commission I am currently on a Diversity Equity and Inclusion board that has set forth a strategic plan for the Eller College of Management. I work across departments with other individuals to collaborate, build and work on issues to find new solutions using surveys, data, and segmenting. We are now working on implementing these strategies while aligned with our budget. As an undergrad, I worked with the Student Board of Governance and worked to implement a job shadowing and information session process with undergrads to connect them with Alumni from the U of A. This allows them to make more informed decisions on majors of choice, career paths, and financial decisions. At Pima County Adult Probation I worked on the Retention Committee Board to implement strategies and recommendations to the board to help with retention efforts. Describe a time when you had to stand firm and make a tough or unpopular decision When I was a Security Coordinator I had to make the tough decision to implement blocked training dates across departments that might conflict with people''s designated vacation plans. The hospital was losing employees on shift due to them not meeting their training standards. In the end, I had to choose to pick these training blocks to ensure training was completed and we had employees the floor to reduce overtime costs. If appointed by the Council you will be representing all of the Town of Marana in your decisions. Describe how you will maintain your objectivity in making decisions for locations other than your own residence. I plan to maintain my objectivity by looking at the issues at hand through the lens of the Marana Citizens. As I will look to contribute toward solutions that benefit our community as a whole and not individuals or select groups. I plan to ensure I collaborate with my constituents and look for their advice, opinions, and educated decisions on the topics we cover. I plan to make decisions based on data gathered and not merely on intuition to make decisions rooted in facts. Full Name First Name: Alexis Last Name: Sosa Full Address Relationship Previous Supervisor Phone Number Full Name First Name: James Last Name: Rashan Full Address Relationship Director of MBA Program Phone Number Phone Number Marana Regular Town Council Meeting December 20, 2022 Page 48 of 182 Name of Business NA Person with Interest NA Type of Interest NA Additional Information Have any of the above businesses conducted any business (e.g. supplier of goods or services, contractor, consultant) with the Town of Marana in the past 24 months? No If Yes, please explain Are you, a relative, or any member of your household an employee of the Town of Marana? No If Yes, please explain List by name any compensated lobbyist with whom you, or a relative, or a member of your household shares any direct economic interest such as a partnership, joint venture or similar business relationship.a? NA Signature Data First Name: Alexis Last Name: Sosa Email Address: Signed at: November 8, 2022 8:45pm America/Phoenix Full Date Month: 11 Day: 11 Marana Regular Town Council Meeting December 20, 2022 Page 49 of 182 Year: 2022 Marana Regular Town Council Meeting December 20, 2022 Page 50 of 182 ALEXIS SOSA • • PROFILE SUMMARY • Master in Business Administration candidate experienced in strategic analysis, interpersonal skills, organizational development, security and risk management. • Critical thinker and relationship builder who provides strategic recommendations on performance management, process improvements, and creative solutions using historical reports, assessments, and data. • A self-motivated individual with the ability to handle sensitive information, evaluate data and translate it to give meaningful insight to interested parties EDUCATION University of Arizona, Eller College of Management, Tucson, AZ May 2024 Master of Business Administration Candidate • Graduate Assistant Teacher University of Arizona, Tucson, AZ May 2021 Bachelor of Science in Public Policy and Administration & Criminal Justice Concentration: Management PROFESSIONAL EXPERIENCE Pima County Superior Court, Tucson, AZ October 2019 – August 2022 Probation Officer • Communicated recommendations using sensitive information in Court proceedings to Judges for 75 probationers, while working cross-functionally with Prosecutors, Public Defenders, and Treatment Coordinators in order to reach agreements on creative solutions for programming, supervision, and community safety. • Met with 75 probationers monthly in their homes and in the office to provide coaching on budgeting skills, compliance with Superior Court regulations, and provide creative solutions. • Worked cross-functionally with for-profit agencies, non-profits, and treatment providers to compile reports of probationers' monthly progress in order to gauge decision-making in formal court processes. • Auditing of case files using strong analytical skills to identify any discrepancies in formal Court documents to ensure the integrity of sensitive information in the Pima County Superior Court reporting processes. • Conducted monthly statistical audit to collect data on assigned caseload in order to provide a report detailing process improvement suggestions for success rates, recommendations, and proper distribution of court materials. • Ensured the integrity of probationer and victim information in accordance with Arizona's revised statute, and communicated public information to interested parties in a professional manner as allowed within the boundaries of the law. Tucson Medical Center, Tucson, AZ June 2017 –October 2019 Security coordinator • Conducted professional monthly training and development of 600 hospital staff throughout a year ensuring the verbal and physical crisis training for clinical, social work, and support staff to ensure compliance with training standards. • Facilitated tabletop sessions working cross-functionally with clinical, social work, and support departments to find creative ways to develop, prepare, and implement safety and security policy procedures, • Coordinated with security leadership, clinical leadership, and support staff leadership to find creative solutions to reducing physical events with patients by 25%. • Maintained sensitive employee training records to ensure integrity and compliance with hospital policy, adhering to health care standard guidelines to increase employee availability and reduce payroll due to overtime. • Supervised employee’s on shift as a lead officer facilitating decisions to solve problems with clinical leadership and delegated workload between officers in an 8-12 hour shift. ADDITIONAL INFORMATION • Skills: English and Spanish (Fluent) • Interests: Diversity, Equity, and Inclusion Faculty and Student Board - Graduate Student Chair, Community Food Bank Volunteer and Walk the Fight, Run the Distance Mohammed Ali Parkinson Center Annual 5k volunteer • Honors: Summa Cum Laude, Student Board of Governance for School of Government and Public Policy Marana Regular Town Council Meeting December 20, 2022 Page 51 of 182      Council-Regular Meeting   A1        Meeting Date:12/20/2022   To:Mayor and Council From:Brian Varney, Senior Planner Date:December 20, 2022 Strategic Plan Focus Area: Not Applicable Subject:PUBLIC HEARING: Ordinance No. 2022.028: Relating to Development; approving a rezoning of approximately .53 acres of Block C of the final block plat for Willow Ridge, located at the southeast corner of Cortaro Farms Road and Sandy Desert Trail, from R-16 (Residential) to NC (Neighborhood Commercial); approving a modification of a rezoning condition of Marana Ordinance No. 2004.07, which approved the rezoning for the 104-acre Willow Ridge development, to delete a condition that prohibits two-story construction within 300 feet of Cortaro Farms Road as it applies to Block C, a 3.81-acre parcel (Brian Varney) Discussion: Request Lazarus & Silvyn, PC is requesting approval to rezone approximately .53 acres of land from R-16 (Residential) to Neighborhood Commercial (NC). The rezoning area is a .53-acre portion of Block C of the Willow Ridge Final Block Plat, located at the southeast corner of Cortaro Farms Road and Sandy Desert Trail. Approximately 3.28 acres of the 3.81 acre Block C is zoned Neighborhood Commercial (NC) and approximately .53 acres is zoned R-16. If approved, the proposed rezoning will establish a uniform zoning of Neighborhood Commercial (NC) for the entire parcel. Staff has processed this as a non-site analysis rezoning pursuant to Section 17-3-1 B.1 of the Marana Town Code. The applicant is proposing to rectify a split-zoned property within a larger area that was rezoned and platted as Willow Ridge. As a separate request, Lazarus and Silvyn, PC is requesting a modification of Condition No. 6 of Marana Ordinance No. 2004.07, adopted by the Marana Town Marana Regular Town Council Meeting December 20, 2022 Page 52 of 182 Condition No. 6 of Marana Ordinance No. 2004.07, adopted by the Marana Town Council on April 20, 2004, approving a rezoning for the 104-acre Willow Ridge development. Condition No. 6 of the rezoning ordinance stipulates the following: "No two-story construction shall be provided within three hundred (300) feet of Cortaro Farms Road on the north and along the westerly property line, as delineated in the site analysis and tentative development plan". The applicant is requesting a modification to Condition No. 6 that would allow two-story construction within 300 feet of Cortaro Farms Road only on the 3.81-acre Block C of the Willow Ridge Final Block Plat. The approved rezoning established a maximum building height of 24-feet within the Neighborhood Commercial (NC) zoned area. The property owners would like to develop the site with a two-story home product and find the 24-foot height allowance adequate for their planned residential product but feel they are unable to develop the site with a two-story prohibition. History The Willow Ridge rezoning was approved by the Town Council's adoption of Ordinance No. 2004.07 on April 20, 2004. The Final Block Plat for Willow Ridge was subsequently approved by the Town Council on September 6, 2005 by the adoption of Resolution No. 2005-115. Sheet 3 of the final block plat indicates that the boundary of the Neighborhood Commercial (NC) zoning differs from the boundary of Block C as it was ultimately platted. This difference resulted in the .53-acre area subject to this rezoning application. Both documents are included as attachments to this report. Marana General Plan The 2040 Marana General Plan designates Block C with the land use category of Commercial (C). Surrounding Land Use and Zoning Block C is bordered to the north by Cortaro Farms Road. Beyond Cortaro Farms Road is land zoned R-144 (Residential) that has been developed by the New Life Bible Fellowship as a church facility. West of the subject property is Sandy Desert Trail, a collector street that serves residential development as well as the Tucson Community Church, south of Cortaro Farms Road. Beyond Sandy Desert Trail is Block B of the Willow Ridge Final Block Plat, an undeveloped 4.24 acre parcel zoned Neighborhood Commercial (NC). Block C is bordered on the south and east by Willow Vista, a single-family residential subdivision, as well as the 2.0 acre Block F of the Willow Ridge Final Block Plat, zoned R-6 (Residential) and developed with a single-family residence.   Land Use Analysis  [Pertaining to the request for modification of Condition No. 6 of Marana Ordinance No. 2004.07]  Staff review of the documents pertaining to the 2004 rezoning of Willow Ridge revealed the zoning condition restricting two-story construction within 300 feet of Cortaro Farms Road and along the west property boundary was proposed by the property owner in an effort to maintain potential mountain views of the residents of the Oshrin Park subdivision in Pima County, south and west of Willow Ridge. After Marana Regular Town Council Meeting December 20, 2022 Page 53 of 182 review of the staff reports, meeting minutes, and other documents pertinent to the rezoning, it is unclear whether the restriction was self-imposed by the property owner or made as a concession to a request from nearby property owners. The restriction was included in the staff reports to both the Planning Commission and the Town Council, thereby, indicating that the restriction was probably not imposed by either body. The general area surrounding the site has changed considerably over the past 18 years including major improvements to Cortaro Farms Road, the development of church sites north of Cortaro Farms Road, and the development of the Willow Ridge Commons subdivision which includes a large quantity of two-story homes.  A review of the site and surrounding area indicates that visibility to the north and east from Oshrin Park is more significantly impacted by the development in the Willow Ridge Commons subdivision than from similarly sized development adjacent to Cortaro Farms Road. Due to the fact that building heights on Block C shall be restricted to 24 feet per Condition No. 7 of Ordinance No. 2004.07, the adjacency of Block C to an arterial roadway, and the fact that other buildings of similar or greater height exist in the immediate area, the applicant feels that two-story construction on the 3.81-acre parcel does not present a negative impact to the surrounding neighborhoods. Citizen Participation The applicant mailed a letter to each of the property owners within 300 feet of the subject property advising them of the applications submitted to the Town. The letter provided the opportunity for the property owners to contact and meet with the applicants to discuss the project, if desired. The Willow Ridge Homeowner's Association reached out to the applicants to discuss the applications in detail. The applicants offered to meet with the HOA at any time if additional discussion was desired.   Public Notification This public hearing was appropriately noticed in The Daily Territorial, and all property owners within 300 feet of the boundary of the rezoning area were noticed by United States mail of the date, time, and topic of the public hearing. Additional notice was posted at various locations within the community. Case Analysis Review Criteria Pursuant to Town Code Section 17-3-1(D), the Planning Commission and Town Council shall consider the following questions, at a minimum, in reviewing an application for rezoning: Any change of character in the area due to installation of public facilities, other zone changes, new growth trends, deterioration, and development; Based upon the requirements and conditions, this rezoning does not appear to be detrimental to the character of the area due to installation of public facilities or any other rezoning changes.   1. The degree to which the proposed zoning will benefit the community; whether there will be benefits derived by the community, or area, by granting the proposed rezoning; 2. Marana Regular Town Council Meeting December 20, 2022 Page 54 of 182 With the acceptance of the recommended conditions, this rezoning will benefit the community by providing additional commercial opportunities.    Whether the proposed rezoning is compatible with the surrounding area or whether there will be adverse impacts on the capacity or safety of the portion of street network influenced by the rezoning, parking problems, or environmental impacts that the new use will generate such an excessive storm runoff, water, air, or noise pollution, excessive nighttime lighting, or other nuisances; Based on the recommended requirements and conditions, this rezoning is compatible with the surrounding area and does not appear to adversely impact the adjacent street network or generate such excessive storm runoff, water, air, or noise pollution, excessive nighttime lighting, or other nuisances.   3. Whether the proposal conforms with and is in furtherance of the implementation of the goals and policies of the general plan, other adopted plans, and the goals, objectives and policies of the land development code, and other town regulations and guidelines, including goals and policies relating to economic development; With the acceptance of the recommended conditions, this rezoning conforms with the goals and policies of the general plan, the land development code, and other town regulations and guidelines. Approval of this rezoning will eliminate the current split-zoning of the property.     4. The zoning districts and existing land uses of the surrounding properties; Based on the recommended requirements and conditions, this rezoning is compatible with the surrounding properties' zoning and existing land use.   5. Whether the existing and proposed transportation infrastructure is suitable and adequate to serve the traffic anticipated to be generated by the proposed development; With the acceptance of the recommended conditions, the existing and proposed transportation infrastructure is suitable and adequate to serve the traffic anticipated to be generated by the proposed development.   6. Whether the existing and proposed utility infrastructure, public facilities, and public services are suitable and adequate to serve the proposed rezoning area; Based upon the rezoning requirements and conditions, there is adequate utility infrastructure, public facilities, and public services in the area to serve the proposed rezoning area.   7. Whether the subject property is suitable for the uses to which it has been restricted under the existing zoning classification; Based upon the rezoning requirements and conditions, the subject property is suitable for the proposed uses.   8. Whether the rezoning is compatible with the adjacent neighborhood, especially residential neighborhood stability and character; Based upon the rezoning requirements and conditions, this rezoning is compatible with the adjacent neighborhood in area stability and character. 9. Marana Regular Town Council Meeting December 20, 2022 Page 55 of 182   If applicable, the length of time the subject property has remained vacant as zoned: The subject property has remained vacant since annexation into the Town.   10. Whether there is an adequate supply of land available in the subject area and the surrounding community to accommodate the zoning and community needs: Based upon the rezoning subject area location, there is an adequate supply of land available in the area and the surrounding community to accommodate the zoning and community needs. 11. Staff Recommendation: This is a discretionary item for the Town Council to consider. Should the Town Council choose to approve this item, staff recommends the approval be based upon the recommended findings and subject to the conditions set forth in the draft ordinance attached.  Planning Commission Recommendation  The requested rezoning and zoning ordinance condition modification were considered at a public hearing before the Marana Planning Commission on November 30, 2022. The Planning Commission voted unanimously 7-0 to recommend to the Town Council approval of both requests subject to the recommended conditions.    Suggested Motion: I move to adopt Ordinance No. 2022.028, approving the Willow Ridge Block C Rezoning and the Willow Ridge Zoning Ordinance Condition Modification subject to the recommended conditions set forth in the draft ordinance. Attachments Ordinance No. 2022.028 Exhibit A to Ordinance PCZ2211-001 WRR Narrative PCM2210-001 WRR Narrative PCZ2211-001 - PCM2210-001 WRR Maps PCZ2211-001 - PCM2210-001 WRR Final Block Plat PCZ2211-001 - PCM2210-001 WRR Ordinance No. 2004.07 PCZ2211-001 - PCM2210-001 Application Marana Regular Town Council Meeting December 20, 2022 Page 56 of 182 Ordinance No. 2022.028 - 1 - MARANA ORDINANCE NO. 2022.028 RELATING TO DEVELOPMENT; APPROVING A REZONING OF APPROXIMATELY .53 ACRES OF BLOCK C OF THE FINAL BLOCK PLAT FOR WILLOW RIDGE, LOCATED AT THE SOUTHEAST CORNER OF CORTARO FARMS ROAD AND SANDY DESERT TRAIL, FROM R-16 (RESIDENTIAL) TO NC (NEIGHBORHOOD COMMERCIAL); APPROVING A MODIFICATION OF A REZONING CONDITION OF MARANA ORDINANCE NO. 2004.07, WHICH APPROVED THE REZONING FOR THE 104-ACRE WILLOW RIDGE DEVELOPMENT, TO DELETE A CONDITION THAT PROHIBITS TWO-STORY CONSTRUCTION WITHIN 300 FEET OF CORTARO FARMS ROAD AS IT APPLIES TO BLOCK C, A 3.81-ACRE PARCEL WHEREAS the Mayor and Council of the Town of Marana adopted Marana Ordinance No. 2004.07 on April 20, 2004, approving a rezoning of approximately 104.6 acres of land located along the south side of Cortaro Farms Road east of Hartman Lane and west of Star Grass Drive, known as Willow Ridge, from R-144 (Residential, Single- Family) and R-36 (Residential, Single-Family) to NC (Neighborhood Commercial), R-6 (Residential, Single-Family), and R-16 (Residential, Single-Family); and WHEREAS approval of the rezoning was subject to a number of conditions including Condition No. 6 which states “No two-story construction shall be provided within three-hundred (300) feet of Cortaro Farms Road on the north and along the westerly property line, as delineated in the site analysis and tentative development plan”; and WHEREAS, on September 14, 2005, the Final Block Plat for Willow Ridge Blocks A through F was recorded in the office of the Pima County Recorder at Book 60 Maps and Plats Page 22; and WHEREAS Block C of the Final Block Plat for Willow Ridge (“Block C”) is a 3.81-acre parcel located south of Cortaro Farms Road and east of Sandy Desert Trail, of which approximately 3.28 acres is zoned NC (Neighborhood Commercial) and approximately .53 acres is zoned R-16 (Residential, Single-Family) per Ordinance No. 2004.07; and WHEREAS Lazarus & Silvyn, P.C., representing an entity under contract to purchase Block C (the “Property Owner”), has submitted an application to rezone the R- 16-zoned portion of Block C, as described and depicted in Exhibit ‘A’ attached to and incorporated in this ordinance by this reference (the “Rezo ning Area”), to NC (this “Rezoning”); and Marana Regular Town Council Meeting December 20, 2022 Page 57 of 182 Ordinance No. 2022.028 - 2 - WHEREAS Lazarus & Silvyn, P.C., has also submitted an application to delete Condition No. 6 of Ordinance No. 2004.07 as it applies to Block C; and WHEREAS the Marana Planning Commission held a public hearing to consider this Rezoning and condition modification on November 30, 2022, and voted unanimously 7-0 to recommend that the Town Council approve this Rezoning and condition modification; and WHEREAS the Marana Mayor and Town Council held a public hearing on December 20, 2022, to consider this Rezoning and condition modification and determined that they should be approved. NOW, THEREFORE, BE IT ORDAINED by the Mayor and Council of the Town of Marana, Arizona, as follows: Section 1. The zoning of the Rezoning Area is hereby changed from R-16 to NC. Section 2. Except as set forth in Section 3 below, this Rezoning is subject to the conditions of Ordinance No. 2004.07, the violation of which shall be treated in the same manner as a violation of the Marana Town Code (but which shall not cause a reversion of this Rezoning), and which shall be binding on the Property Owner and its successors in interest (all of whom are collectively included in the term “Property Owner.”) Section 3. Section 2, Condition 6 of Marana Ordinance No. 2004.07 is hereby deleted only as it applies to Block C of the Final Block Plat for Willow Ridge Blocks A through F. The condition shall remain in place for all other portions of the Willow Ridge Final Block Plat that are subject to the condition. Section 4. All ordinances, resolutions and motions and parts of ordinances, resolutions, and motions of the Marana Town Council in conflict with the provisions of this ordinance are hereby repealed, effective as of the effective date of this ordinance. Section 5. If any section, subsection, sentence, clause, phrase or portion of this ordinance is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this ordinance. Marana Regular Town Council Meeting December 20, 2022 Page 58 of 182 Ordinance No. 2022.028 - 3 - PASSED AND ADOPTED by the Mayor and Council of the Town of Marana, Arizona, this 20th day of December, 2022. Mayor Ed Honea ATTEST: David L. Udall, Town Clerk APPROVED AS TO FORM: Jane Fairall, Town Attorney Marana Regular Town Council Meeting December 20, 2022 Page 59 of 182 Exhibit A to Marana Ordinance No. 2022.028 Marana Regular Town Council Meeting December 20, 2022 Page 60 of 182 Exhibit A to Marana Ordinance No. 2022.028Marana Regular Town Council Meeting December 20, 2022Page 61 of 182       November 23, 2022        Mr. Steve Cheslak  Planning Manager  Town of Marana Development Services Department  11555 W. Civic Center Drive  Marana, AZ  85653      SUBJECT: Minor Rezoning Request at Cortaro Farms & Sandy Desert    Dear Mr. Cheslak:  DSW Capital‐1, LLC (“DSW”) is under contract to purchase approximately 3.8 acres of  property (Assessor Parcel No. 221‐18‐4420) at the southeast corner of Cortaro Farms Road and  Sandy Desert Trail (the “Property”) within the Town of Marana (“Town”).  (See Location Map,  provided as Attachment 1.)  The Property, which is also identified as Block C of Willow Ridge  Final Block Plat (“Block Plat”), is primarily zoned Neighborhood Commercial (“NC”) with a smaller  area zoned Residence Zone (“R‐16”), which occurred as part of the larger 2004 Willow Ridge  Rezoning (“2004 Rezoning”).  (See Attachment 2, Existing Zoning.)  DSW is interested in  developing the Property as a multi‐family residential (“MFR”) project with townhomes (the  “Project”).  This letter serves as a request to rezone the portion of Block C currently zoned R‐16  to NC in order to establish a uniform zoning throughout the Property.    Minor Rezoning Request  The majority of the Property (approx. 3.3 acres) is zoned NC, and the remaining  approximately 0.4 acres at the southeast corner of the Property is zoned R‐16.  The Property was  rezoned from R‐144 to Neighborhood Commercial Zone (“NC”) and Residential Zone 16 (“R‐16”)  on April 20, 2004, as part of the 2004 Rezoning.  (See 2004 Rezoning Ordinance, Attachment 3.)    According to the 2004 Rezoning Site Analysis (“Site Analysis”), the Property was part of  an official Town annexation program, in which the zoning of approximately 104.6 acres was  translated from Pima County zoning designations to the Town’s R‐144 and R‐36 zones.  The  subsequent 2004 Rezoning was a request to rezone to a combination of R‐16, R‐6 and NC.  The  reason for excluding the R‐16 portion of the Property from being rezoned to NC is unclear.      Marana Regular Town Council Meeting December 20, 2022 Page 62 of 182   Mr. S. Cheslak  November 23, 2022  Page 2 of 2    Marana’s General Plan, Make Marana 2040, Future Land Use Map designates the entire  Property as Commercial.  The Property’s intended NC zoning is consistent with Make Marana  2040’s Commercial future land use designation, which is described as follows:  The Commercial category includes areas that comprise both community and  regional commercial development…The existing zoning districts consistent with  this land use category are:  A, B, E, CO, NC, VC, RR, RC, RV, BU, DN, DT.  The Town’s R‐16 zone does not permit MFR uses.  Along with commercial uses, the NC  zone allows MFR uses, including DSW’s proposed townhome concept, which is subject to the  Town’s Multi‐Family Residential 2 zone (“MR‐2”) development standards.    Conclusion  In order to develop the Project as proposed, we are requesting a rezoning of the R‐16  area to NC zone to align with the zoning across the majority of the Property through the Town’s  simplified rezoning process.    Enclosed is a letter from the Property owner authorizing the Project team to take actions  necessary to obtain zoning entitlements and other development‐related approvals.  (See  Attachment 4.)  Thank you for your consideration.  Please do not hesitate to contact me if you  have any questions or require additional information:  (520) 207‐4464 or via email at  RLarge@LSLawAZ.com.     Sincerely,        Robin M. Large  Senior Land Use Planner  Lazarus & Silvyn, P.C.     Enclosures:   1 – Location Map  2 – Existing Zoning Map  3 – 2004 Rezoning Ordinance  4 – Property Owner Authorization    cc: Mr. Michael Sarabia   Ms. Keri Silvyn, Esq.    Marana Regular Town Council Meeting December 20, 2022 Page 63 of 182       October 27, 2022        Mr. Steve Cheslak  Planning Manager  Town of Marana Development Services Department  11555 W. Civic Center Drive  Marana, AZ  85653      SUBJECT: Change of Condition Request at Cortaro Farms & Sandy Desert    Dear Mr. Cheslak:    DSW Capital‐1, LLC (“DSW”) is under contract to purchase approximately 3.8 acres of  property (Assessor Parcel No. 221‐18‐4420) at the southeast corner of Cortaro Farms Road and  Sandy Desert Trail (the “Property”) within the Town of Marana (“Town”).  (See Location Map,  provided as Attachment 1.)  DSW is interested in developing the Property as a multi‐family  residential (“MFR”) project featuring townhome products (the “Project”).  This letter serves as a  request to modify a condition of the Property’s rezoning to permit the development of two‐story  townhomes on the Property within the 24‐foot height limitation, as described below.    Background  Marana’s General Plan, Make Marana 2040, Future Land Use Map designates the entire  Property, which is also identified as Block C of the Willow Ridge Final Block Plat, as Commercial.   The Property is currently split‐zoned Neighborhood Commercial (“NC”) and Residence Zone (“R‐ 16”), approved as part of the larger 2004 Willow Ridge Rezoning (“2004 Rezoning”) and subject  to rezoning conditions listed in Marana Ordinance No. 2004.07 (Attachment 2).  Rezoning  Condition #6 limits development to single‐story construction within 300 feet of Cortaro Farms  Road while Rezoning Condition #7 limits height to 24 feet.  The conditions read as follows:  6. No two‐story construction shall be provided within three hundred (300) feet of  Cortaro Farms Road on the north and along the westerly property line, as  delineated in the site analysis and tentative development plan.   7. Building heights shall be restricted to 24’ within the NC zone.  Marana Regular Town Council Meeting December 20, 2022 Page 64 of 182   Mr. S. Cheslak  October 27, 2022  Page 2 of 3    The Tentative Development Plan (“TDP”) approved with the 2004 Rezoning identifies the 300‐ foot setback described in Rezoning Condition #6.  (See Attachment 3.)  Even though the 24‐foot  height limitation could support two‐story construction, the Property is limited to single‐story  construction due to Rezoning Condition #6.    Analysis  The origin of Rezoning Condition #6 is unclear, although the context in which the 2004  Rezoning was approved has certainly changed.  The Property is adjacent to Cortaro Farms Road,  a 4‐lane arterial roadway, on its northern boundary, Sandy Desert Trail (a two‐lane collector) on  its western boundary, and residential uses to the east and south.  With the widening of Cortaro  Farms Road from Interstate 10 to Thornydale Road, this part of the Town has significantly grown  in the years since the 2004 Rezoning was approved.  There are now numerous taller religious  and commercial structures along Cortaro Farms Road and many two‐story homes within Willow  Vista to the south and Willow Ridge Commons to the southwest.    The deletion of Rezoning Condition #6, while complying with Rezoning Condition #7, will  support development that is compatible with existing land uses in the neighborhood.  Although  the 2004 Rezoning envisioned future commercial uses on the Property, MFR is also a permitted  use in the NC zone.  The proposed townhome project will provide a more compatible transition  of land uses between the busy arterial street on the north and the lower‐density residential uses  to the south than the gas station and retail/restaurant uses originally contemplated with the  2004 Rezoning.    This Project also responds to current local demands for housing opportunities outside of  the traditional single‐family home and apartment rentals.  The housing supply that resulted from  residential overbuilding in the years leading up to the 2008 housing crisis has largely been  absorbed, and new housing construction is not keeping up with today’s housing demands, which  are for smaller homes at attainable price points.  Certain demographics, including Millennials and  Baby Boomers, are seeking alternatives that are located in urbanized areas with convenient  access to businesses, personal services and entertainment amenities and that are free from the  maintenance burden of large homes and yards.  This Project contributes to fulfilling this niche in  the local housing market and necessitates two‐story construction to be economically feasible.    Conclusion  The Project’s two‐story design conflicts with the 2004 Rezoning’s Condition #6 that limits  development on the Property to single‐story construction although Rezoning Condition #7  permits a maximum building height of 24 feet.  DSW has indicated that developing within the 24‐ foot height limit is feasible, provided the ability to construct two‐story homes.  Permitting the  construction of two‐story homes that honor the building height limitations imposed during the  2004 Rezoning will support the development of this Project, which will have no negative impacts  on the surrounding uses.  Marana Regular Town Council Meeting December 20, 2022 Page 65 of 182   Mr. S. Cheslak  October 27, 2022  Page 3 of 3    Enclosed is a letter from the Property owner authorizing the Project team to take actions  necessary to obtain zoning entitlements and other development‐related approvals.  (See  Attachment 4.)  Please do not hesitate to contact me if you have any questions or require  additional information:  (520) 207‐4464 or via email at RLarge@LSLawAZ.com.  Thank you for  your consideration.      Sincerely,        Robin M. Large  Senior Land Use Planner  Lazarus & Silvyn, P.C.     Enclosures:   1 – Location Map  2 – Marana Ordinance No. 2004.07  3 – Tentative Development Plan  4 – Property Owner Authorization    cc: Mr. Michael Sarabia   Ms. Keri Silvyn, Esq.    Marana Regular Town Council Meeting December 20, 2022 Page 66 of 182 WILLOW VISTA CT STAR GRASS DRC H A M O M IL E W Y SANDY DESERT TRWI L L O W V I E W D R STREAMSIDEA V W IL L OW ROCK WYWILLOW PARK WYTA NSY W Y CAMAS WYWILLOWBLOSSOMDRW IL L O WWINDPL F O O T H I L L S B L U E L N SNOWDROP DRWILLOWPARKWYMORNINGWILLOWCTW IL L O W W I N D W Y CORTARO FARMS RD WILLO W R U N L N WILLOWRIDGEPLJUNEBERRY LN DAPHNE LN GLOBEBERRY STCAMINODEOESTEWINDINIG WILLOW WY0 400 800 Feet Marana Town Limits Willow Ridge Rezoning Area Printed by: bcanale Path: U:\Planning\2022\Willow_Ridge_Rezoning\WillowRidge_Rezoning_Location.mxd © Town of Marana 11/14/2022 Willow Ridge Rezoning AreaLocation Map µ Marana Regular Town Council Meeting December 20, 2022 Page 67 of 182 R-36 SingleFamilyResidential R-144 SingleFamilyResidential R-144 SingleFamilyResidential NC NeighborhoodCommercial R-6 SingleFamilyResidential R-6 Single FamilyResidential R-16 SingleFamilyResidential WILLOW VISTA CT STAR GRASS DRC H A M O M I L E WY WI L L O W V I E W D R S T R E A M S I D E AV WILLO W ROCK WYWILLOWPARKWY TANSY WY CAMAS WYWILLOWBLOSSOMDRF O O T H I L L S B L U E L N SNOWDROP DRSANDY DESERT TRS L E E PYDALECTMORNINGWILLOWCTCA L L E P A I NTWILLO W WINDWY W ILLOWWINDWYCORTARO FARMS RD WILL O W R U N L NWILLOW RIDGEPLJUNEBERRY LN GLOBEBERRY STCAMINODEOESTEWINDINIGWILLOWWY 0 400 800 Feet Marana Town Limits Willow Ridge Rezone Area Printed by: bcanale Path: U:\Planning\2022\Willow_Ridge_Rezoning\WillowRidge_Rezoning_CurrentZoning.mxd © Town of Marana 11/14/2022 Willow Ridge Rezoning AreaCurrent Zoning µ Marana Regular Town Council Meeting December 20, 2022 Page 68 of 182 NC NeighborhoodCommercial R-36 SingleFamilyResidential R-144 SingleFamilyResidential R-144Single FamilyResidential NC NeighborhoodCommercial R-6 SingleFamilyResidential R-6 SingleFamilyResidential WILLOW VISTA CT STAR GRASS DRC H A M O M IL E W Y WI L L O W V I E W D R STREAMSIDEAVWILLO W R OCK WYWILLOW PARK WYT A N S Y WY CAMAS WYWILLOWBLOSSOMDRW IL L O WWINDPL LATCHSTRING C T F O O T H I L L S B L U E L N SNOWDROP DRSANDY DESERT TRS L E EPYDALECTWILLOWPARKWYMORNINGWILLOWCTC A L L E PAI NTWI L L O W W I N D W Y CORTARO FARMS RD WILLO W R U N L N WILLOWRIDGEPLJUNEBERRY LN GLOBEBERRY STCAMINODEOESTEWINDINIG WILLOW WY0 400 800 Feet Marana Town Limits Willow Ridge Rezone Area Printed by: bcanale Path: U:\Planning\2022\Willow_Ridge_Rezoning\WillowRidge_Rezoning_ProposedZoning.mxd © Town of Marana 11/14/2022 µ Willow Ridge Rezoning AreaProposed Zoning Marana Regular Town Council Meeting December 20, 2022 Page 69 of 182 WILLOW VISTA CT STAR GRASS DRCH A M O M IL E W Y WI L L O W V I E W D R STREAMSIDEAVW I L LOW ROCK WYWILLOW PARK WYT A NS Y WY CAMAS WYWILLOWBLOSSOMDRW IL L O WWINDPL LATCHSTRING C T F O O T H I L L S B L U E L N SNOWDROP DRSANDY DESERT TRS L E E PYDALECTWILLOWPARKWYMORNINGWILLOWCTC A L L E PAI NTWILLO W WINDWY W I L L O W W IN D W YCORTARO FARMS RD WILLO W R U N L N WILLOWRIDGEPLJUNEBERRY LN GLOBEBERRY STCAMINODEOESTEWINDINIG WILLOW WYCommercial TraditionalResidential TraditionalResidential TraditionalResidential TraditionalResidential 0 400 800 Feet Marana Town Limits Willow Ridge Rezone Area Printed by: bcanale Path: U:\Planning\2022\Willow_Ridge_Rezoning\WillowRidge_Rezoning_GP_FLU.mxd © Town of Marana 11/14/2022 General Plan Future Landuse µ Willow Ridge Rezoning Area Marana Regular Town Council Meeting December 20, 2022 Page 70 of 182 Marana Regular Town Council Meeting December 20, 2022 Page 71 of 182 1111.11 I~I~IIIIIIIIIIIIIIIIIII I I I 45.0' OF PUBLIC ROW TO BE DEDICATED ~ I I ' ~ liTO TOWN OF MARANA BY THIS PLAT ~ I . I . I ~ I I. ~: I~ : BLOCK B ~ I l1J I t') I 184,856.92 SF mol I ~ : AREXR&~5IC~~~ tb24Rt~ 0.64 AC t; a I ;; NET AREA 3.60 AC I; I ;;: ~ : UNSUBDIVIDED NC ~ I ~ I ZONING ~ I jJ I... 30' PUBLIC .wATER EASfMENT mz I I BY THIS PLAT a . I SOO'30'10"E 439.76' I I Si I@ I , I I I L I I II1-- I I I II . oc). I I' Ld to, r-I j) OC)' Z' I~ I~ o I~ 0::; o lu I I I I I I I I I I I I I I I I I I I I I I l1<=1 II~ Il~ I ~:s: I III I ~ I ~ I liB I(/) 30' EXIST ROW (BK 2 PG 123 RM) NE: SE:E: SHE:U .3 IIIII~IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIJII'IIIIIII_III.II I I z:!:i1wl I 1 OC) "I 00 QQ o / " / I .flmE-~ '<t"I 0 ~ I ~ : ~ 1)4:>/ "\" / ' I 1--.:1 c::i:\ I I s.~~'k' s; // I I !;2 !;2 I TOWNJ~ F MARANA, TOWN ~-'MI~ SW ~: ~25'R1GHT -OF -EASEMENT :t l:t BOOK 107, PG 151 5:5: t>P , // I I I 1 ~I~I I 1:-4 I 1 oro' f/ b ~ I II ....::j c::i:\ ,I ~ Ic::i:\ I 0::;, I f- -- - --- -- ---- ---1 ~ I I I I ~: I La.. I I b t(":)' b c::i:\ I ~ I t-< / 1~/ ... 1 "': ...1 '" 4500' :.: a. H 3 ~ ( )- --- - - + - - - - _"ooo~' I · rl- 1/ ''-.. ''-.. __ \ / I I 1 . I I~ 9. I \ ~--. '-.., \ ( 1:-4 I 1:-4 0 I I I I 16 {!II \ ~ I 0 C\1 I 0 0 I1<::5 ~I E-4 I <r: ....:J c::i:\ ~ I~' ~/ \ 0 CVJ I UJ : ,..- I II "(f~1 \ ~ c::i:\ : 0 I 1 I 0 I _. ~.. __. __ __ __1__ __ _._... _.. _ _ _J t%? Iv'; \- --'- -- .-- --- .- ---. -'1 ~ f-It:). t#/ \ I ~':d IIl.t) . I I (:l4 I 1:-4 \ 1:-4 I ~ I I \ 0 CVJ 0 ~l I <d I I' C'I \ ~ ~ I II,~ $'/ \ ~ ~ ) ~ II~ ~/ \ 11\"" ,~I \ __./j ~ I l.t) 0 / \ _-...----. ..-~ I I~ '09 1 \ /..-"- \ 1'.\\ <r: 1 1 <r) / \ .~""'. ,"', 1\11 r:: r~_.,._. U I II ,,'" 1/ L /. /. / <"":. ._.- . S:,~'0:: \::~---- " I :I / 8 C\1 /' y. /// I 1IH ~ //. /'.. I I I 1 I 1 Fa. #4 REBAR / . / / / 2~?~:_ __jl I 1/ I . I I / I I I / / 5Q / Fa. #4 REBAR . / LS 27739 (ritNJ) I CD / E--I I I UjC\J/O..-l flfjfffr' / ~ to I' I Q!i I'-. I I I IaC\J I I II F;; IJ--- ....-. -....- ""',,- --- --- 1"'-"1 I I I--l II <r: I I~I I I I'~' I b : ::s I H<:D :~I 1 IUIII I I 1 I I 1 1 I I I M.4]i11111I11111I1111111111111111111111111 SHEETFLOOD AREA WITHIN BLOCKS 'A' AND 'B' PROPER1Y BOUNDARY 0<1 FOOT PER APPROVED DRAINAGE REPORT) I ZONING BOUNDARY I I I 1 I I I 1 NIltOl q: I I to 1 I I 1 I I I 1 I I I I I 1 I I I 45.0' OF PUBLIC ROW TO BE DEDICATED TO TOWN OF MARANA BY THIS PLAT 30' EXIST ROW (BK 2 PG 123 RM) l-- Z LLI t" w..- 0 0::: 0 wo.. iJ to N j) tn'"" x\;;C Wo In t') FND #4 REBAR FND #4 REBAR LS 27739 ACCEPTED ) 1:-4 00 H''''''''i t<J ad Q WEST QUARTER CORNER SECTION 25 FND 2" BCSM, 0.5' BELOW SURFACE P:\lobs\t50 Willow Ridge llIock Plat\cadlFlNAL BLOCK PLA'riBPI.-2,dwg. 8/8/2005 2:11:20 PM, 11ll' BLOCK A 2,626,761.36 SF GROSS AREA 60.30 AC AREA DEDICATED TO ROW 2.69 AC NET AREA 57.61 AC UNSUBDIVIDED R6 ZONING SEE DETAIL "A" EXIST. 3D' INGRESS, EGRESS EASEMENT BOOK 27 PG. 26 M&P 1 I I r-----.J N 39'17'35" W 138.59' N 39'19'18" W 77,46' 1:-4 Oc::i:\ C\1 r.:1 H r: C) OSHRIN PARK LOTS 1-:)0 BK 25, PG 67 M&P 2--- EXIST. 30' INGRESS, EGRESS EASEMENT BOOK 27 PG. 26 M&P DKT 1236, PG 433 EXIST. WELL SITE EXIST. Wi)fER \ EASEMENT \ DKT ;1 063, \ PG 1918 , E-; ; \ OCVJ; : H ~ ; I TOWN \PF MARANA. TGWN LIMITS I S ~ : H ~ I 1:-40 "" ~ \-- ~ J __ -.-1t / " __ _ - IH~ / ~ \_'-~- II ' U r . I I--l ! II \P:::/ I 1 ~ I E-; II 1<r:1 OH'J I I I~I H~ I I~I I I E-; I~~I : y Cii'~ I 3 :; i :j :..-- -'- ,--- ---- --- -': I :=; )--- ---- -.... --- --'" --.1 I cJ 1 1 I U fl1.Iro Illro Or-:t').~ N FD. #4 REBAR LS 4785 (ACCEPTED SUBDIVIDED SH ZONING 300 Scale r = 100/ FO. #4 REBAR LS 27739 (ACCEPTED) FINAL BLOCK PLAT WILLOW RIDGE BLOCKS A THRU F A PORTION OF SECTION 25, TI2S, R12E, G&SRM, THE TOWN OF MARANA, PIMA COUNTY, ARIZONA OSHRIN PARI< LOTS 3'1 113 BK 27, PG 2R M&P FO. #4 REBAR PE 1260 (ACCEPTED) FO. #4 REBAR LS 27739 (ACCEPTED) WELL sm:: FD. #4 REBAR LS 27739 (ACCEPTED) EXIST WATER EASEMENT DKT 1063, PG 1918 DETAIL "An PRV-.04124F PAGE NTS CPE Consultants, LLC 1555 EAST BROADWA Y TUCSON, ARIZONA 85719 520.545.7001 BOOK Lt..! 50.00' 4 REBAR NOO'31'31"W 30.00' NTS DATE AUGUST 2005 CPE JOB NO. 150 SCALE: 1"=100' SHEET OF 2 4 c..? t:l.t o o o::l Marana Regular Town Council Meeting December 20, 2022 Page 72 of 182 I UNSUBDIVIDED SR I FD AC.R. ~~ I ZONING LS 7599 (ACCEPTED) ~ ~- m' TOWN OF MARANA, TOWN LIMITS I \;t.-. o~ S 00'34'50" E 1286.13' "- 1241.1;? C 1211.Q2.:(M) ____ __ __ __ ____ S 00'30'09" E 1316.35' ~ 1 I ~ I~ I~ EASEMENT DKT 4465, PG 546 " I ~ I V- ZONING I BOUNDARY lO to I I I I E. 1/4 CORNER SECTION 25 Fa #4 REBAR IC'\j I 5 Q2 !.. Ll I~II~ I I en' I(:)II~ I I tI) , Ltl 1---1--I . I 11 r-~ o I I I a: I I I~ll 1 I I I~ a I : ~I I~I ,....: I~II I ~ICl:: , tQ -r- /- I tl I enl Il....: : I ~I 1 I~: I FD. #4 REBAR LS 13187 (ACCEPTED) 45.0' ROW (DKT 7684 PG 1044) 30' ROW (2/123 RM) o u. Q o al f2 I- lAJ I- Vl fl Vl lAJ::;::u -...ul- C:>- k'CO I- Q I-W iEl- a...() OEa C\l0 NOO'29'11 ''W N NN co co co co W ld tOm 0 t:-t ?- m m 2; ""co 00 "-':;:: Z Z : Jl: alo> o ~0Cl:: G'l a... ti) ~ '* JC\ltlj:::~ O~ 0 I I a:: fi~rr:cr- L:~ I I~ ~ FD #4 REBAR m (:) O'! COOT .r ~ m ,_ I~ SOO'29'11 "E 82.88!..~ ;:: <0 L ~. ~BLOCK C ~ ~ 214,184.39 SF """'\ ~ GROSS AREA 4.92 AC 4\ ( j) tfl AREA DEDICATED TO ROW 1. 11 AC " . R NET AREA 3.81 AC a UNSUBDIVIDED NC ~~1 ZONING l 1 0 o 0 I ;:. a q-I ~ IIv-I ~ I L'l""': L.;; ~-w~ ~ 1G'l2 'oCO lA... j.; 0>0 a:: I ~IVl8I ,~ I I 1 I 1 I J ' 1- ~ 1 uJ tfl n 45.0' PUBLIC ROW TO BE DEDICA TED TO TOWN OF MARANA BY THIS PLAT D 114 REBAR T ACI-I'ED TAG LS 13187 57.50' PUBLIC ROW TO BE DEOICA TED TO TOWN OF MARANA BY 7H/S PLAT Dc< I Noo':3b'1 o"w - 29'2:53' - < J' J b:> 368.87' I I I I IIIIIIII VI I I I t 1 It nllll~,11 I PC/IO lLJ REFERENCE I ~I I 1:21 "- _CTR 1/4z: COR SEC 25 OO'39..'1 Q"r:: _'_ W "fl>. , in. 1=1__ PCHD PCHD fB - REFERENCE REFERENCE Z Bl.OCK B 30' PUBLIC WATER ESMT BY THIS PLAT 1':\101>,1150 Willow Ridge Block I'lallcadlFlNAL BLOCK Pl.ATlBPl..3,dwg. 8/8/200$ 1 :44:31 PM. TllF tJ;;:--- SE CORNER SECTION 25 1 Fa BCSM 3:1 Fa BCSM 100 o 100 Scale 1# - 1/16 COR CALCULATED) BLOCK E 821,718.99 SF GROSS AREA 18.86 AC I~ I~ UNSUBDIV/D[O R-144 ZONINGNETAREA18.86 AC UNSUBDIVIDED R16 ZONING FD. A.C.R. LS 1052 (ACCEPTED) f"- o q: N to 583.72' FO #4 REBAR LS 14975 (ACCEPTEO) 3: I: I~ ItI) I ~f"- I I~ co f) I I ~~' wI COIf"-CL 0 0.. . a... flm I ~cr;1 I :sif"-, to I 1--1 ~ a CY I~ 3: I I 10:: TOWN OF MARANA, TOWN LIMITS N 00'3821 W 658.35' (C) 658.47' (M)jr8~80'- - -- UNSUBDIVIDED R16 ZONING BLOCK F' 87,142.15 SF 2.00 AC 58.82' ~~ o \\ co \\ v- \\ to \ 10' UTILITY EASEMENT DKT 4424 PAGE 918 v N N to tI) en co 30.00' 45.00' to v- o Ol co 235.05' NOO'29'11"W N89'30'49"E 37.23' BLOCK D 550,235.29 SF GROSS AREA 12.63 AC AREA DEDICATED TO ROW 0.88 AC NET AREA 11.75 AC UNSUBDIVIDED R16 ZONING N lO N to co TUCSON COMMUNITY CfJURUI, INC. PARCEL NO. 221-16--025C FUTURE CMID REPLACEMENT WELL39.50' ROW TO BE OED/CATED TO TOWN OF MARANA {l'" SEPARME INSTRUMENT OKn }~JjJpG d.-c't t L LS 1052 (ACCEPTED) FD. AC.R.LS 4785 (ACCEPTEO) FD. #4 REBAR'"SOUTH QUARTER CORNER SECTION 25 FNO MAG NAILtSANDYDESERTTRAIL 00.... SOO'30'10"E 848.'31' ~olof - - - - O~O"'~3"E 1229.86' - - ~ I IN /////~~ ;/"1 I: I ~ I SLOCK A N / // .,/ 22.50' PUBLIC ROW SEE SHrrr .2 . TO BE DEDICA TEO TO TOWN OF MARANA BY THIS PLAT NOO'30:.10"w 740.74' N 00'30'10"W 919.13'S 00'30'34" E 1256.36' M FD. #4 REBAR - 62.0' SANDY DESERT DRIVE PUBLIC RIGHT-OF-WAY TO BE OEO/CATED TO TOWN OF MARANA BY THIS PLAT 22.5' SANDY DESERT ORIVE PUBLIC RIGHT-OF-WAY TO BE DEOICA TED TO TOWN OF MARANA BY THIS PLAT 25' RIGHT OF ESMT BK 107 PG 151 CURVE Cl C2 ROW CURVE TABLE LENGTH RADIUS DELTA 34.24' 40.00' 49.02'57' 44.68' 40.00' 64.00'17' FINAL BLOCK PLAT WILLOW RIDGE BLOCKS A THRU F A PORTION OF SECTION 25, T12S, R12E, THE TOWN OF MARANA, P/MA COUNTY, ARIZONA G&SRM. TANGENT 18.25' 25.00' NTS CPE Consultants, 1555 EAST BROADWA Y TUCSON, ARIZONA 85719 520.545.7001 LLC PRV-04124F BOOK.PAGE 11' ~ 200 100' DATE AUGUST 2005 CPE .JOB NO. 150 SCALE: 1" =100' SHEET OF 3 4 300 r:;t:l o o o lJ:l Marana Regular Town Council Meeting December 20, 2022 Page 73 of 182 I ~'~~. I I I I 1 I I 1 1 I I I I I 1 I I I I I 1 1 I 1 I I I 1 I I 1 I I I I 1 I I 1 I l, I R1 I I ~I I I ~- I t. ~ I'" I I I I(!)tw.~ I Sl~I ' li..0).0 I~ FD 1/4 R[8AR E. 1/4 CORNER StCT/ON 25 I s:: ti1 B r n 100-YR FLOODPLAIN LIMITS BLOCK E l~ I~ I.,;; r ~ I I 8 I I I I I J CTR 1/4_ COR SEC 25 EH -)\ 1 FL28 4,\ \~\_ ~. 1'~ 01 It~ S < 9~ J~~ 090~~~~... .~0 ~O "~I..< \\ 5)O ,\ l'-~l'-c.~ f..t) ~Z "'. s0 "\ \'" 0'J ;;>\<') I __..:...\ 1:" '\ NOO'29'11"W 583.72' ;'0 r'1' J!:: N N ltO l"1 QUl Q~ 0//'" ~ 100-YR FLOODPLAIN LIMITS ~{~ (~~ f:1til'& rL49 8.00' EROSION HAZARD SETBACK P ~J' BLOCK C f),)' 5'\ l . r---' N 00'38'21" W 658.35' (C) 658.47 (M) 4 V)' r!8 S .'L3S~. 5' <') BLOCK D t~\ jJl\~\\ 8' \.~ ~ 0.. \ __ EROSION 1'j~ {f. f'.y SETBACK \\v, L40 ~ 9.00' EROSION HAZARD 100-YR It.) l.[<f. V SETBACK FLOODPLAIN ~'p .. /1:\LIMITS V>\"'(, ~~ 41 '" \ ~v'. .. 177.88 82 ,\, G'. \ .91 ~ ~ NOO'30'10"W 740.74' 'I N05'25'04~~ - - - - - - - . - -"l.. \. 66: 1~25.44' SANDY D~S~Rf fRAIL NOO'30' 11"W BLOCK r 9 9 57.50' PUBLIC ROW TO BE DEDICA TEO TO TOWN OF MARANA BY TrllS PLA T NOO'30'10"W 292.53'- - - - t439. 76' 222.55' t BLOCK B BLOCK A 22.50' PUBLIC ROW TO BE DEOICA TEO TO TOWN OF MARANA BY THIS PLAT S~~ SH~~f 2 62.0' SANDY DESERT DRIVE PUBLIC RIGHT-OF-WAY TO BE DEOICA TEO TO TOWN OF MARAfjA BY TI-IIS PlAT P:\lot)s\t50Willow Ridge Block Ptat\cad\FfNAL BLOCK PLA'TiBPL-4.dwg, 8/8120051 :43:42 PM, TliP N to N Q to J!:: N N to f") en CO f) UNSUBDIVIDED R-144 ZONING a '(~~b-\\\ f:{?v' O~\i\\s to I>. 0) TUCSON COMMUNITY Cf-/URC/-I, INC. PARCEL NO. 221-..16-02,5C LS 1052 (ACCEPTED) FD. A.C.R. fen0 l"1t.t1 oJ oJ OS\O~ t>-Ci sO v.t>-1}\<-\) NTS CPE Consultants, LLC 1555 EAST BROADWA Y TUCSON, ARIZONA 85719 520.545,7001 JL'2- Scale 1" - 100' FLOODPLAIN LINE TABLE LINE FU FL2 FL3 FL4 FL5 FL6 FL7 FL8 FL9 FUO FL11 FU2 FU3 FU4 FU5 FU6 FU7 FU8 FU9 FL20 FL21 FL22 FL23 FL24 FL26 FL27 FL28 FL29 FL30 FL31 FL32 FL33 FL34 FL35 FL36 FL37 FL38 FL39 FL40 FL41 FL42 FL43 FL44 FL45 FL46 FL47 FL48 FL49 q. BLOCK E '\ 6315':: ~:~_ . J G~ l \ /WI !8 I iI .. /L.... rry /' r: ........ L>-- t~OS~~l'-C~ \ \ ~ 9 ~o s / \\ \ ~ v."t~ ! \. . I (,> \ pLOCK f' \ '. r: \.... J 1,:'. BLOCK D FINAL BLOCK PLAT WILLOW RIDGE BLOCKS A THRU F A PORTION OF SECTION 25, T12S, R12E, G&SRM, THE TOWN OF MARANA, PIMA COUNTY, ARIZONA PRV-04124F BOOK PAGE LENGTH BEARING 52.50' N84 ~03'22'E 142.24' N69.50'19HE 112.31' N73~21'27'E 61.91' N53~39' 49'E 40.14' N40.53'02'E 49.92' N59~57'24'E 60.49' S24. 40'58'\N 59.13' S52~25'30'\N 52.30' S64.08'05'\N 168.15' S65~53'27'\N 90.70' S68~37'09'\N 68.27' S64.55'00'\N 101.87' N63~10'OSUE 93.02' N26 ~13'07'E 185.24' N59~01'50'E 177.50' N67"02'4SUE 67.79' N76~44'57'E 89.18' N82~31'20'E 10.89' N66.14'06'E 64.4 7' N64 ~29'43'E 81.68' N61 ~ 40' 06'E 63.90' N15.32'18'E 48.12' N31.27'lS'E 93.99' N56~54'51'E 36.07' N34. 43'16'E 41.87' N77"21'24'E 46.57' S24~SS'48'E 6S.28' SOl.Sl'SO'E 84.80' S59~02'09'\N 108.60' S34 ~OS'08'\N 195.73' S60~19' 14'\N 30.14' S81 ~38' 32'\N 33.06' S81 ~35' 32'\N 74.16' N76.35'30H\N 52.11' S23"13'07'\N 121.31' S61"16' 49'\N 156.15' S62.26'09'\N 34.20' S27"29'50'\N 79.27' S40~03'28H\N 53.36' Sl 7"12'51 '\N 199.57' S55.47'02'\N 86.55' N38"54'57'E 124.31' N37"49'35'E 63.15' N56~06'26'E 58.22' S40"24'22'E 44.35' S29~36'30~E 50.43' S56 "59' 22'\N 50.59' S37" 45'13'\N 51.45' S16.45'34'\N DATE AUGUST 2005 CPE JOB NO. 150 SCALE: 1" =100' SHEET OF 4 4 ll.1 Ol~i''''''''' 0' Xl til Marana Regular Town Council Meeting December 20, 2022 Page 74 of 182 F. ANN RODRIGUEZ, RECORDER RECORDED BY: TFM DEPUTY RECORDER 8047 PE2 SMARA TOWN OFMARANA ATTN: TOWN CLERK 13251 N LON ADAMS RD MARANA AZ 85653 DOCKET: 12292 PAGE: 6656 NO. OF PAGES: 8 SEQUENCE: 20040841064 04/30/2004 ORDIN 16:45 MAIL AMOUNT PAID $ 9.50 MARANA ORDINANCE NO. 2004.07 RELATING TO DEVELOPMENT; REZONING THE 104.6-ACRE WILLOW RIDGE PROPERTY ALONG THE SOUTH SIDE OF CORTARO FARMS ROAD EAST OF HARTMAN LANE AND WEST OF STAR GRASS DRIVE TO R-6 (60.8 ACRES), R-16 (34.1 ACRES) AND NC 9.7 ACRES). WHEREAS, Ron Asta represents the property owners of approximately 104.6 acres of land located within Section 25, Township 12 South, Range 12 East, as described and depicted on Exhibit A", attached hereto and incorporated herein by this reference; and WHEREAS, the Marana Planning Commission held public heatings March 31, 2004, and at said meeting voted to recommend that the Town Council approve said rezone, adopting the recommended staff conditions; and WHEREAS, the Marana Town Council heard from representatives of the owner, staff and members of the public at the regular Town Council meeting held April 20, 2004 and has determined that the rezoning is in conformity with the General Plan and should be approved, subject to conditions. NOW, THEREFORE, BE IT ORDAINED by the Mayor and Council of the Town of Marana, Arizona, as follows: Section 1. The zoning of approximately 104.6 acres located within Section 25, Township 12 South, Range 12 East, on the south side of Cortaro Farms Road, east of Hartman Lane and west of Star Grass (the "Rezoning Area"), is hereby changed from Zones "R-144" (Single Family Residential, 144,000 sq. ft. minimum lot size) and "R-36" (Single Family Residential, 36,000 minimum lot size) to 9.7 acres of"NC" (Neighborhood Commercial), 60.8 acres of"R-6 (Single Family Residential 6,000 sq. ft. minimum lot size) and 34.1 acres of"R-16 (Single Family Residential 16,000 sq. ft. minimum lot size). Section 2. The purpose of this rezoning is to allow the use of the Rezoning Area for single family detached homes and Neighborhood Commemial, subject to the following conditions, the violation of which shall be treated in the same manner as a violation of the Town of Marana Land Development Code (but which shall not cause a reversion of this rezoning ordinance): Compliance with all provisions of the Town's codes, ordinances and policies of the General Plan as current at the time of any subsequent development, including, but not limited to, requirements for public improvements. Marana Ordinance No. 2004.07 Page 1 of 4 Marana Regular Town Council Meeting December 20, 2022 Page 75 of 182 2. Subject to Article 5 of the Willow Ridge Development Agreement, this rezoning is valid for five years from the date of Town Council approval; if the developer fails to have a final subdivision plat recorded prior to the five years the Town may initiate the necessary action to revert the property to the original zoning, upon action by the Town Council. 3. The ultimate development proposed by this rezoning shall be consistent with the adopted Willow Ridge Development Agreement. 4. The applicant shall provide a direct connection from the south extension of Camino de Oeste to Pima Farms Road, including the dedication of right-of-way at no cost to the Town substantially consistent with the Tentative Development Plan. This will provide access to a signalized intersection for the surrounding residents, at the extension of Camino de Oeste and Cortaro Farms Road. 5. The property owner shall not cause any lot split of any kind without the written consent of the Town of Marana. 6. No two-story construction shall be provided within three hundred (300) feet of Cortaro Farms Road on the north and along the westerly property line, as delineated in the site analysis and tentative development plan. 7. Building heights shall be restricted to 24' within the NC zone. 8. The proposed auto service station in NC zone shall require a conditional use permit. 9. The NC zoned property shall not be allowed to be developed at the R-6 standards. 10. Lots in the R-16 zone shall be limited to a maximum grading disturbance of ten thousand 10,000) square feet, as identified in the site analysis and tentative development plan. During the platting process the necessary covenant shall be established to protect the natural open space, outside of the ten thousand square feet of grading area. 11. Custom lots that develop on 15 % or greater slopes shall comply with Marana's HDZ ordinance per Title 19 of the Marana Land Development Code. 12. The proposed grading limits of the custom lot area shall be clustered into the best, buildable site areas that preserve as much connective high resource value habitat as possible. Individual Native Plant Permits shall be required for the R-16 zoned lots, to protect and preserve the high resource vegetation. 13. All slope and drainage treatments shall be aesthetically designed and engineered (where necessary) to "naturalize" the built environment. The developer and custom lot owner shall mitigate drainage improvements and slopes with vegetation, natural rock, riprap, textures, and colors characteristic of the natural, onsite desert environment to minimize the negative interface between the built environment and the natural environment. 14. The west fifty foot (50') buffer along Oshrin Park shall be designed with a minimum fourteen foot (14') pathway, for vehicle and pedestrian users, and an equestrian path along the west side of the Cortaro-Marana Irrigation District (CMID) irrigation easement. In addition the area east of the CMID channel shall be revegetated with desert plants and cacti that are transplanted from the site. i 6 S Marana Ordinance No. 2004.07 Page 2 of 4 Marana Regular Town Council Meeting December 20, 2022 Page 76 of 182 15. The required vegetation inventory shall specifically locate high-density saguaro, ironwood and palo verde communities and specimen multi-armed saguaro's and ironwood and palo verde trees that are over fifteen feet in height. 16. The layout adjustments shall be driven by preservation of mature multi-armed saguaros with a minimum thirty foot (30') circumference of preserved under-story vegetation. 17. All of the saguaro spears of 14' and less shall be preserved in place or transplanted onsite or into Marana's existing parks, community centers, or natural preserve areas. 18. A minimum of seventy-five percent (75 %) of the 20'-30' ironwood trees shall be preserved in place or transplanted onsite or into Marana's existing parks, community centers, or natural preserve areas. 19. At the time that the local roads are staked the applicant shall retain a biologist to be onsite to protect valuable habitat and specimen trees where possible and determine the primary do not disturb areas based on vegetation coverage and habitat. 20. No approval, permit or authorization of the Town of Marana authorizes the applicant and/or the landowner to violate any applicable federal or state laws or regulations, or relieves the applicant and/or the landowner from responsibility to ensure compliance with all applicable federal and state laws and regulations, including the Endangered Species Act and the Clean Water Act. You are advised to retain appropriate expert and/or consult with the appropriate federal and state agencies to determine any action necessary to assure compliance with applicable laws and regulations. 21. The applicant shall dedicate, or cause to have dedicated, at no cost to the Town, the additional right-of-way along Cortaro Farms Road to provide the south 75-foot half right-of-way of the ultimate 150-foot Cortaro Farms Road right-of-way.. 22. A water service agreement and a master water plan shall be submittede applicant, and accepted by the Utilities Director prior to the approval of the first plat, by the Town Council. 23. The applicant shall work with CMID to maintain the necessary irrigation system and well sites to perpetuate the ability for CMID to have their users irrigate as necessary. 24. The applicant shall develop a reclaimed water irrigation system, dedicated to the Town, to distribute irrigation water to all properties and recreation areas within this development. 25. A sewer service agreement and master sewer plan shall be submitted, by the Developer, and accepted by Pima County Wastewater Management and the Town Engineer prior to the approval of the first plat by the Town Council. 26. Conservation easements for each lot and along open space corridors shall be recorded by final plat. 27. A Class III archeological survey for all onsite un-surveyed areas and any further recommended archeological testing and mitigation shall be required prior to the issuance of grading permits. 28. The applicant shall include detailed residential and commercial design guidelines with the f'LrSt preliminary plat or development plan submittal. 29. Where applicable, in the R-6 zoned area a wrought iron view fence shall be constructed on top of the drainage stem wall for a combined maximum height not to exceed 6', in the open space Marana Ordinance No. 2004.07 Page 3 of 4 Marana Regular Town Council Meeting December 20, 2022 Page 77 of 182 corridor. In the R-16 zone to encourage wildlife migration the additional view fencing on top of the drainage stem wall will not be allowed. 30. The applicant shall not receive a Certificate of Occupancy from the Town of Marana until the improvements to Cortaro Farms Road are in place. 31. The applicant shall modify the street sections to provide sidewalks on both sides of the local streets in the R-6 residential area. Sidewalks on one side of the street may be acceptable for the lower density (R-16) residential area, subject to review and approval of the Town. Section 3. All Ordinances, Resolutions and Motions and parts of Ordinances, Resolutions, and Motions of the Marana Town Council in conflict with the provisions of this Ordinance are hereby repealed, effective as of the effective date of Ordinance No. 2004.07. Section 4: If any section, subsection, sentence, clause, phrase or portion of this Ordinance is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions hereof. Section 5. The Mayor is authorized to execute this Ordinance upon receipt by the Town ora fully executed Willow Ridge Development Agreement in substantially the form approved by the Council on April 20, 2004. PASSED AND ADOPTED by the Mayor and Council of the Town of Marana, Arizona, this 20th day of April, 2004. Dated: ATTEST: b"6elyn C.yronson, 'fown Clerk APPROVI K) AS TO FORM: 1 6 6 S Marana Ordinance No, 2004.07 Page 4 of 4 Marana Regular Town Council Meeting December 20, 2022 Page 78 of 182 EXHIBIT A PRELIMINARY LEGAL DESCRIPTION WILLOW RIDGE REZONING ASSESSORS TAX PARCELS: 221-15-023A, 221-15-023B, 221-16-026B, & 221-16-026C THREE PARCELS OF LAND BEING A PORTION OF THE NORTHWEST QUARTER OFTHESOUTHEASTQUARTEROFSECTION25, TOWNSHIP 12 SOUTH, RANGE 12 EAST,GILA AND SALT RIVER MERIDIAN, PIMA COUNTY, ARIZONA, MORE PARTICULARLY DESCRIBED AS FOLLOWS: R-6 PARCEL COMMENCING AT THE WEST QUARTER CORNER OF SAID SECTION 25, SAID POINTALSOBEINGONTHECENTERLINEOFRIGHT-OF-WAY OF CORTARO FARMSROADWAYASRECORDEDINBOOK2OFROADMAPSATPAGE123, RECORDS OF PIMA COUNTY, ARIZONA; THENCE CONTINUING ALONG SAID CENTERLINE N 89°40'19'' E, A DISTANCE OF677.09 FEET TO THE POINT OF BEGINNING; THENCE CONTINUING N 89°40'19'' E, ALONG SAID CENTERLINE, A DISTANCE OF 1473.83 FEET; THENCE DEPARTING SAID CENTERLINE, S 00o14'26'' W, A DISTANCE OF 446.74 FEET; THENCE N 89°40'41'' E, A DISTANCE OF 495.08 FEET; THENCE S 00027'28" E, A DISTANCE OF 871.10 FEET; THENCE S 00o32'28'' E, A DISTANCE OF 1256.41 FEET; THENCE N 40°50'17'' W, A DISTANCE OF 1153.00 FEET; THENCE N 57040'37'' W, A DISTANCE OF 553.00 FEET; THENCE N 66o04'39'' W, A DISTANCE OF 117.12 FEET; ENCE N 00 37 38 E, A DISTANCE OF 30.33 FEET; THENCE N 89o38'57'' E, A DISTANCE OF 99.40 FEET; THENCE N 00o39'32'' W, A DISTANCE OF 99.88 FEET; THENCE S 89°32'06'' W, A DISTANCE OF 99.51 FEET; 1 6 6 0 P:~Jobs\129 Willow Ridge~urvey\Willow Ridge Rezoning L~gal Description.doc 1 Marana Regular Town Council Meeting December 20, 2022 Page 79 of 182 THENCE N 00o41 '42" W, A DISTANCE OF 98.00 FEET; THENCE N 42o33'37'' W, A DISTANCE OF 330.00 FEET; THENCE N 39013'52" W, A DISTANCE OF 216.34 FEET; THENCE N 16029'05" W, A DISTANCE OF 449.58 FEET; THENCE N 38°43'35" W, A DISTANCE OF 260.59 FEET; THENCE N 00019'54" W, A DISTANCE OF 75.00 FEET TO THE POINT OF BEGINNING. EXCEPT ANY PORTION LYING WITHIN SAID CORTARO ROAD RIGHT-OF-WAY ASITCURRENTLYEXISTS. SAID PARCEL CONTAINING 60.8 ACRES, MORE OR LESS. NC P/iR CEL COMMENCING AT THE WEST QUARTER CORNER OF SAID SECTION 25, SAID POINT ALSO BEING ON THE CENTERLINE OF RIGHT-OF-WAY OF CORTARO FARMS ROADWAY AS RECORDED IN BOOK 2 OF ROAD MAPS AT PAGE 123, RECORDS OF PIMA COUNTY, ARIZONA; THENCE CONTINUING ALONG SAID CENTERLINE N 89°40'19'' E, A DISTANCE OF 2150.92 FEET TO THE POINT OF BEGINNING; THENCE DEPARTING SAID CENTERLINE, S 00014'26'' W, A DISTANCE OF 446.74 FEET; THENCE N 89°40'41' E, A DISTANCE OF 495.08 FEET; THENCE N 72059'39" E, A DISTANCE OF 453.88 FEET; THENCE N 00039'06" E, A DISTANCE OF 60.00 FEET; THENCE S 89045'35" E, A DISTANCE OF 180.10 FEET; THENCE N 00°18'17" E, A DISTANCE OF 258.35 FEET TO A POINT ON THE CENTERL1NE OF SAID CORTARO ROAD RIGHT-OF-WAY; THENCE CONTINUE ALONG SAID CENTERLINE S 89°40'11'' W, A DISTANCE OF 622.44 FEET; THENCE CONTINUE ALONG SAID CENTERLINE S 89°40'19'' W, A DISTANCE OF 493.75 FEET TO THE POINT OF BEGINNING. 1 P:XJobs\129 Willow RidgcXsurvey\Willow Ridge Rezoning Legal Description.doc 2 Marana Regular Town Council Meeting December 20, 2022 Page 80 of 182 EXCEPT ANY PORTION LYING WITHIN SAID CORTARO ROAD RIGHT-OF-WAY ASITCURRENTLYEXISTS. SAID PARCEL CONTAINING 9.7 ACRES, MORE OR LESS. R-16 P.4RCEI, COMMENCING AT THE WEST QUARTER CORNER OF SAID SECTION 25, SAID POINTALSOBEINGONTHECENTERL1NEOFRIGHT-OF-WAY OF CORTARO FARMSROADWAYASRECORDEDINBOOK2OFROADMAPSATPAGE123, RECORDS OFPIMACOUNTY, ARIZONA; THENCE CONTIiN-UING ALONG SAID CENTER.LINE N 89°40'19" E, A DISTANCE OF2644.67 FEET TO THE POINT OF BEGI1NNING; THENCE N 89040, 11E" ALONG SAID CENTERLINE, A DISTANCE OF 622.44 FEET; THENCE DEPARTING SAID CENTERLINE, S 00°18'17'' W, A DISTANCE OF 74.94 FEETTOTHEPOINTOFBEGINNING; THENCE CONTINUE S 00°18'17'' W, A DISTANCE OF 183.41 FEET; THENCE N 89045' 35" W, A DISTANCE OF 180.10 FEET; THENCE S 00o39'06'' W, A DISTANCE OF 60.00 FEET; THENCE S 72059'39'' W, A DISTANCE OF 453.88 FEET; THENCE S 00°27'28'' E, A DISTANCE OF 871.10 FEET; THENCE N 89°33'46" E, A DISTANCE OF 1323.73 FEET; THENCE N 00032'31", A DISTANCE OF 1250.77 FEET; THENCE S 89°40'51" W, A DISTANCE OF 700.90 FEET TO THE POINT OF BEGINNING. EXCEPT ANY PORTION LYING WITHIN SAID CORTARO ROAD RIGHT-OF-WAY AS IT CURRENTLY EXISTS. SAID PARCEL CONTAINING 34.1 ACRES, MORE OR LESS. 6 6 6 P:XJobs\129 Willow RidgeXsurvey\Willow Ridge Rezoning Legal Description.doc 3 Marana Regular Town Council Meeting December 20, 2022 Page 81 of 182 Marana Regular Town Council Meeting December 20, 2022 Page 82 of 182 Development Services /maranaplanning@maranaAZ.gov 11555 West Civic Center Drive / Marana, AZ 85653 Ph (520) 382-2600 / Fax (520) 382-2641 / maranaAZ.gov PROJECT APPLICATION APPLICATION TYPE ‰Annexation ‰Development Plan ‰Development Plan Package ‰General Plan Amendment ‰Rezone ‰Minor Land Division ‰Significant Land Use Change ‰Conditional Use Permit ‰Specific Plan ‰Landscape Plan ‰Native Plant Plan/Exception ‰SWPP ‰Variance ‰Hydraulic Model ‰Sewer Capacity Assurance ‰Sign Program ‰Plat ‰Improvement Plan ‰Report (Type): ______________‰Other: ___________________ PROJECT INFORMATION Project Name: Description of Project:Number of Lots: Parcel No.(s):Gross Area (Acres): Project Address: Ref. Project No.: CONTACT INFORMATION Owner:Contact Name: Address:City:State:Zip: Email:Phone No.: Applicant:Contact Name: Address:City:State:Zip: Email:Phone No.: Consultant/Engineer:Contact Name: Address:City:State:Zip: Email:Phone No.: OWNER/APPLICANT AUTHORIZATION I hereby certify that the information set forth in this application are true and correct to the best of my knowledge and that I am either the owner of the property or that I have been authorized in writing by the owner to file this application. (If applicant is not the owner, attach written authorization from the owner.) Applicant Name (PRINT)Signature Date FOR OFFICIAL USE ONLY Project No.______________________Date Received____________________Revision Date 03/29/2019 Cortaro Farms & Sandy Desert Rezoning minor (simplified) rezoning from R-16 to NC 1 221-18-4420 3.8 ac 4957/4987 W. Cortaro Farms Road (SEC Cortaro Farms Road and Sandy Desert Trail) PCZ0312-001 (Willow Ridge Rezone) John Thomason Price Revocable Trust Richard Benner 7540 N. La Cholla Blvd., Ste. A Tucson AZ 85741 richard.benner@hc21st.com Lazarus & Silvyn, P.C.Keri Silvyn & Robin Large 5983 E. Grant Rd., Ste. 290 Tucson AZ 85712 RLarge@LSLawAZ.com (520) 207-4464 Grenier Engineering Jason Morse 6300 E. El Dorado Plaza, Ste. A120 Tucson AZ 85715 JMorse@greniereng.com (520) 326-7082 Robin Large Robin Large Digitally signed by Robin Large Date: 2022.10.27 09:14:04 -07'00'10/27/2022 Marana Regular Town Council Meeting December 20, 2022 Page 83 of 182      Council-Regular Meeting   A2        Meeting Date:12/20/2022   To:Mayor and Council From:Jane Fairall, Town Attorney Date:December 20, 2022 Strategic Plan Focus Area: Not Applicable Subject:PUBLIC HEARING: Resolution No. 2022-134: Relating to Development; adopting a minor amendment to the Marana 2040 General Plan to provide that proposed major amendments to the general plan shall be presented at a public hearing within twelve months of when the amendment is proposed (Jane Fairall) Discussion: A general plan is an official planning policy document that is designed to help guide community growth and development. Pursuant to Arizona Revised Statutes (A.R.S.) §9-461.05, the State of Arizona requires all municipalities to adopt a general plan and update it every ten years. The Town of Marana updated its General Plan in December 2019, which was ratified by the voters in the 2020 election. A.R.S. § 9-461.06 and the General Plan define a major amendment as a substantial alteration of the Town’s land use mixture or balance as established in the General Plan land use element. In accordance with state law in effect at the time of its adoption, the General Plan provides that the Town Council may only consider major amendments once a year at a single public hearing held for this purpose, and that requests for major amendments must be submitted within the same calendar year they will be heard. In the last legislative session, the State legislature adopted HB2482 (attached), signed by the governor on April 22, 2022, which amends A.R.S. § 9-461.06 to require that proposed major amendments be presented in a public hearing within twelve months of the proposal being made. The change is on page 3 of the attached PDF. The proposed amendment, as set forth in the attached draft resolution, will amend the Marana Regular Town Council Meeting December 20, 2022 Page 84 of 182 The proposed amendment, as set forth in the attached draft resolution, will amend the General Plan to conform to the new timeframe set forth in state law for hearing proposed major amendments to the General Plan. Proper notice of this public hearing was published in the Daily Territorial. Staff Recommendation: Staff recommends approval of the minor amendment to the General Plan. Suggested Motion: I move to adopt Resolution No. 2022-134, adopting a minor amendment to the Marana 2040 General Plan to provide that proposed major amendments to the general plan shall be presented at a public hearing within twelve months of when the amendment is proposed. Attachments Resolution No. 2022-134 HB 2482 Marana Regular Town Council Meeting December 20, 2022 Page 85 of 182 00084515.DOCX /1 Resolution No. 2022-134 - 1 - MARANA RESOLUTION NO. 2022-134 RELATING TO DEVELOPMENT; ADOPTING A MINOR AMENDMENT TO THE MARANA 2040 GENERAL PLAN TO PROVIDE THAT PROPOSED MAJOR AMENDMENTS TO THE GENERAL PLAN SHALL BE PRESENTED AT A PUBLIC HEARING WITHIN TWELVE MONTHS OF WHEN THE AMENDMENT IS PROPOSED WHEREAS Town of Marana Resolution 2019-120 adopted the Marana 2040 General Plan and called for an August 4, 2020 primary election for voter ratification as required by A.R.S. § 9-461.06 paragraph M; and WHEREAS the Marana 2040 General Plan was ratified by the voters on August 4, 2020; and WHEREAS A.R.S. § 9-461.06 and the General Plan itself define a major amendment as a substantial alteration of the Town’s land use mixture or balance as established in the General Plan land use element; and WHEREAS in accordance with state law in effect at the time of its adoption, the General Plan provides that the Town Council may only consider major amendments once a year at a single public hearing held for this purpose, and that requests for major amendments must be submitted within the same calendar year they will be heard; and WHEREAS the 55th Arizona Legislature adopted HB2482, signed by the governor on April 22, 2022, which amends A.R.S. § 9-461.06 to require that proposed major amendments be presented in a public hearing within twelve months of the proposal being made; and WHEREAS the General Plan amendment adopted by this resolution does not meet the definition of a major amendment, and is therefore a minor amendment; and WHEREAS the Town of Marana has provided the notice and held the public hearings required for the adoption of the General Plan amendment adopted by this resolution; and WHEREAS the Mayor and Council of the Town of Marana find that this resolution is in the best interests of the Town of Marana and its citizens. NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF MARANA, as follows: Marana Regular Town Council Meeting December 20, 2022 Page 86 of 182 00084515.DOCX /1 Resolution No. 2022-134 - 2 - SECTION 1. Marana 2040 General Plan Chapter 1 (Introduction) is hereby amended as follows (with deletions shown with strikeouts and additions shown with double underlining): Major Amendments The General Plan must identify changes or modifications that constitute major amendments to the Plan. Arizona law defines a major amendment as any change that would represent a "substantial alteration" in the land use mixture or balance established in the existing General Plan. The Town Council may only shall consider major amendments once a year at a single public hearing held for this purpose within 12 months of when the proposed amendment is made. Requests for major amendments must be submitted within the same calendar year they will be heard. Prior to the Council hearing, the Planning Commission shall hold two or more public hearings on the proposed major amendment at different locations. At least two-thirds of the members of the Town Council must approve a General Plan major amendment. The Council may not enact a major amendment as an emergency measure. The Town of Marana identifies the following changes as major amendments, effecting a substantial alteration of the Town’s land use mixture or balance: 1. A text change that is in conflict with, or significantly alters, the goals and policies of the Plan. 2. A change to the Future Land Use Map that constitutes a major amendment per Table 1-1. SECTION 2. The Town Manager and staff are hereby directed and authorized to modify the General Plan documentation and undertake all other and further tasks required or beneficial to carry out the terms and objectives of this resolution. SECTION 3. All resolutions, orders, or actions of the Town, or parts thereof that are inconsistent with the provisions of this resolution are hereby repealed to the extent of such inconsistency. PASSED AND ADOPTED by the Mayor and Council of the Town of Marana, Arizona, this 20th day of December, 2022. Mayor Ed Honea ATTEST: David L. Udall, Town Clerk APPROVED AS TO FORM: Jane Fairall, Town Attorney Marana Regular Town Council Meeting December 20, 2022 Page 87 of 182 - i - House Engrossed municipality; general plan; adoption; amendment State of Arizona House of Representatives Fifty-fifth Legislature Second Regular Session 2022 CHAPTER 166 HOUSE BILL 2482 AN ACT AMENDING SECTION 9-461.06, ARIZONA REVISED STATUTES; RELATING TO MUNICIPAL PLANNING. (TEXT OF BILL BEGINS ON NEXT PAGE) Marana Regular Town Council Meeting December 20, 2022 Page 88 of 182 H.B. 2482 - 1 - Be it enacted by the Legislature of the State of Arizona: 1 Section 1. Section 9-461.06, Arizona Revised Statutes, is amended 2 to read: 3 9-461.06. Adoption and amendment of general plan; expiration 4 and readoption 5 A. In municipalities that have territory in a high noise or 6 accident potential zone as defined in section 28-8461, the legislature 7 finds that in general plans and amendments to general plans land use 8 compatibility with the continued operation of a military airport or 9 ancillary military facility as defined in section 28-8461 is a matter of 10 statewide concern. 11 B. The general plan and any amendment to such plan shall be adopted 12 or readopted in the manner provided in this article. 13 C. The governing body shall: 14 1. Adopt written procedures to provide effective, early and 15 continuous public participation in the development and major amendment of 16 general plans from all geographic, ethnic and economic areas of the 17 municipality. The procedures shall provide for: 18 (a) The broad dissemination of proposals and alternatives. 19 (b) The opportunity for written comments. 20 (c) Public hearings after effective notice. 21 (d) Open discussions, communications programs and information 22 services. 23 (e) Consideration of public comments. 24 2. Consult with, advise and provide an opportunity for official 25 comment by public officials and agencies, the county, school districts, 26 associations of governments, public land management agencies, the military 27 airport if the municipality has territory in the vicinity of a military 28 airport or ancillary military facility as defined in section 28-8461, 29 other appropriate government jurisdictions, public utility companies, 30 civic, educational, professional and other organizations, property owners 31 and citizens generally to secure maximum coordination of plans and to 32 indicate properly located sites for all public purposes on the general 33 plan. 34 D. At least sixty days before the general plan or an element or 35 major amendment of a general plan is noticed pursuant to subsection E of 36 this section, the planning agency shall transmit the proposal to the 37 planning commission, if any, and the governing body and shall submit a 38 copy for review and further comment to: 39 1. The planning agency of the county in which the municipality is 40 located. 41 2. Each county or municipality that is contiguous to the corporate 42 limits of the municipality or its area of extraterritorial jurisdiction. 43 3. The regional planning agency within which the municipality is 44 located. 45 Marana Regular Town Council Meeting December 20, 2022 Page 89 of 182 H.B. 2482 - 2 - 4. The Arizona commerce authority or any other state agency that is 1 subsequently designated as the general planning agency for this state. 2 5. The department of water resources for review and comment on the 3 water resources element, if a water resources element is required. 4 6. If the general plan or an element or amendment of the general 5 plan is applicable to territory in the vicinity of a military airport or 6 ancillary military facility as defined in section 28-8461, the military 7 airport. 8 7. If the general plan or an element or major amendment of the 9 general plan is applicable to property in the high noise or accident 10 potential zone of a military airport or ancillary military facility as 11 defined in section 28-8461, the attorney general. For the purposes of 12 this paragraph, "major amendment" means a substantial alteration of the 13 municipality's land use mixture or balance as established in the 14 municipality's existing general plan land use element. 15 8. Any person or entity that requests in writing to receive a 16 review copy of the proposal. 17 E. If the municipality has a planning commission, after considering 18 any recommendations from the review required under subsection D of this 19 section, the planning commission shall hold at least one public hearing 20 before approving a general plan or any amendment to such plan. When the 21 general plan or any major amendment is being adopted, planning commissions 22 in municipalities having WITH populations over OF MORE THAN twenty-five 23 thousand persons shall hold two or more public hearings at different 24 locations within the municipality to promote citizen participation. 25 Notice of the time and place of a hearing and availability of studies and 26 summaries related to the hearing shall be given at least fifteen and not 27 more than thirty calendar days before the hearing by: 28 1. Publication at least once in a newspaper of general circulation 29 published or circulated in the municipality, or if there is none, the 30 notice shall be posted in at least ten public places in the municipality. 31 2. Such other manner in addition to publication as the municipality 32 may deem necessary or desirable. 33 F. Action by the planning commission on the general plan or any 34 amendment to the plan shall be transmitted to the governing body of the 35 municipality. 36 G. Before adopting the general plan, or any amendment to it, the 37 governing body shall hold at least one public hearing. Notice of the time 38 and place of the hearing shall be given in the time and manner provided 39 for the giving of notice of the hearing by the planning commission as 40 specified in subsection E of this section. 41 H. The adoption or readoption of the general plan or any amendment 42 to such plan shall be by resolution of the governing body of the 43 municipality, after notice as provided for in subsection E of this 44 section. The adoption or readoption of or a major amendment to the 45 Marana Regular Town Council Meeting December 20, 2022 Page 90 of 182 H.B. 2482 - 3 - general plan shall be approved by affirmative vote of at least two-thirds 1 of the members of the governing body of the municipality. All major 2 amendments to the general plan proposed for adoption by the governing body 3 of a municipality shall be presented at a single public hearing during the 4 calendar year WITHIN TWELVE MONTHS OF WHEN the proposal is made. The 5 general plan, or any amendment to the plan, shall be endorsed in the 6 manner provided by the governing body to show that it has been adopted by 7 the governing body. If the municipality includes property in the high 8 noise or accident potential zone of a military airport or ancillary 9 military facility as defined in section 28-8461, the governing body of the 10 municipality shall send notice of the approval, adoption or readoption of 11 the general plan or major amendment to the general plan to the attorney 12 general by certified mail, return receipt requested, within three business 13 days after the approval, adoption or readoption. If the attorney general 14 determines the approval, adoption or readoption of the general plan or 15 major amendment to the general plan is not in compliance with section 16 28-8481, subsection J, the attorney general shall notify the municipality 17 by certified mail, return receipt requested, of the determination of 18 noncompliance. The municipality shall receive the notice from the 19 attorney general within twenty-five days after the notice from the 20 municipality to the attorney general is mailed pursuant to this 21 subsection. The effective date of any approval, adoption or readoption 22 of, or major amendment to, the general plan shall be thirty days after the 23 governing body's receipt of the attorney general's determination of 24 noncompliance. Within thirty days after the receipt of a determination of 25 noncompliance by the attorney general as prescribed by this section, the 26 governing body of the municipality shall reconsider any approval, adoption 27 or readoption of, or major amendment to, the general plan that impacts 28 property in the high noise or accident potential zone of a military 29 airport or ancillary military facility as defined in section 28-8461. If 30 the governing body reaffirms a prior action subject to an attorney 31 general's determination of noncompliance pursuant to this section, the 32 attorney general may institute a civil action pursuant to section 28-8481, 33 subsection L. If the governing body timely sends notice pursuant to this 34 subsection and the attorney general fails to timely notify the governing 35 body of a determination of noncompliance, the general plan or major 36 amendment to the general plan shall be deemed to comply with section 37 28-8481, subsection J. If the motion to adopt or readopt a general plan 38 or an amendment to the general plan fails to pass, the governing body may 39 reconsider the motion in any manner allowed by the governing body's rules 40 of procedure, but any subsequent motion for the adoption or readoption of 41 the general plan or a major amendment to the general plan must be approved 42 by an affirmative vote of at least two-thirds of the members of the 43 governing body. For the purposes of this subsection, "major amendment" 44 means a substantial alteration of the municipality's land use mixture or 45 Marana Regular Town Council Meeting December 20, 2022 Page 91 of 182 H.B. 2482 - 4 - balance as established in the municipality's existing general plan land 1 use element. The municipality's general plan shall define the criteria to 2 determine if a proposed amendment to the general plan effects a 3 substantial alteration of the municipality's land use mixture or balance 4 as established in the municipality's existing general plan land use 5 element. 6 I. If the municipality does not have a planning commission, the 7 only procedural steps required for the adoption of the general plan, or 8 any amendment to such plan, shall be those provided in this article for 9 action by the governing body. 10 J. A copy of the adopted general plan of a municipality shall be 11 sent to the planning agency of the county within which the municipality is 12 located, and such plan or any portion of the plan may be adopted as a part 13 of the county general plan. 14 K. A general plan, with any amendments, is effective for up to ten 15 years from AFTER the date the plan was initially adopted and ratified 16 pursuant to subsection M of this section, or until the plan is readopted 17 pursuant to this subsection and ratified pursuant to subsection M of this 18 section or a new plan is adopted pursuant to this subsection and ratified 19 pursuant to subsection M of this section, and becomes effective. On or 20 before the tenth anniversary of the plan's most recent adoption, the 21 governing body of the municipality shall either readopt the existing plan 22 for an additional term of up to ten years or shall adopt a new general 23 plan as provided by this article. 24 L. Except for general plans that are required to be submitted to 25 the voters for ratification pursuant to subsection M of this section, the 26 adoption or readoption of a general plan, and any amendment to a general 27 plan, shall not be enacted as an emergency measure and is subject to 28 referendum as provided by article IV, part 1, section 1, subsection (8), 29 Constitution of Arizona, and title 19, chapter 1, article 4. 30 M. The governing body of a city or town having a population of more 31 than two thousand five hundred persons but less than ten thousand persons 32 and whose population growth rate exceeded an average of two per cent 33 PERCENT per year for the ten year TEN-YEAR period before the most recent 34 United States decennial census, and any city or town having a population 35 of ten thousand or more persons, shall submit each new general plan 36 adopted pursuant to subsection K of this section to the voters for 37 ratification at the next regularly scheduled municipal election or at a 38 special election scheduled at least one hundred twenty days after the 39 governing body adopted the plan pursuant to section 16-204. The governing 40 body shall include a general description of the plan and its elements in 41 the municipal election pamphlet and shall provide public copies of the 42 plan in at least two locations that are easily accessible to the public 43 and may include posting on the municipality's official internet website. 44 If a majority of the qualified electors voting on the proposition approves 45 Marana Regular Town Council Meeting December 20, 2022 Page 92 of 182 H.B. 2482 - 5 - the new plan, it shall become effective as provided by law. If a majority 1 of the qualified electors voting on the proposition fails to approve the 2 new plan, the current plan remains in effect until a new plan is approved 3 by the voters pursuant to this subsection. The governing body shall 4 either resubmit the proposed new plan, or revise the new plan as provided 5 by this section, for subsequent submission to the voters at the next 6 regularly scheduled municipal election or at a special election scheduled 7 at least one hundred twenty days after the governing body readopted the 8 new or revised new plan. All subsequent adoptions and submissions of the 9 new plan or revised plans must comply with the procedures prescribed by 10 this section until the plan is ratified. 11 N. In applying an open space element or a growth element of a 12 general plan, a municipality shall not designate private land or state 13 trust land as open space, recreation, conservation or agriculture unless 14 the municipality receives the written consent of the landowner or provides 15 an alternative, economically viable designation in the general plan or 16 zoning ordinance, allowing at least one residential dwelling per acre. If 17 the landowner is the prevailing party in any action brought to enforce 18 this subsection, a court shall award fees and other expenses to the 19 landowner. A municipality may designate land as open space without 20 complying with the requirements of this subsection if the land was zoned 21 as open space and used as a golf course pursuant to a zoning ordinance 22 adopted pursuant to article 6.1 of this chapter before May 1, 2000 and the 23 designation does not impose additional conditions, limitations or 24 restrictions on the golf course, unless the land is state trust land that 25 was not planned and zoned as open space pursuant to title 37, chapter 2, 26 article 5.1. 27 O. A person, after having participated in the public hearing 28 pursuant to subsection H of this section, may file a petition for special 29 action in superior court to review the governing body's decision that does 30 not comply with the mandatory requirement prescribed in section 9-461.05, 31 subsection C, paragraph 1, subdivision (g) within thirty days after the 32 governing body has rendered its decision. The court may affirm, reverse 33 or remand to the governing body, in whole or in part, the decision 34 reviewed for further action that is necessary to comply with the mandatory 35 requirements prescribed in section 9-461.05, subsection C, paragraph 1, 36 subdivision (g). 37 APPROVED BY THE GOVERNOR APRIL 22, 2022. FILED IN THE OFFICE OF THE SECRETARY OF STATE APRIL 22, 2022. Marana Regular Town Council Meeting December 20, 2022 Page 93 of 182      Council-Regular Meeting   A3        Meeting Date:12/20/2022   To:Mayor and Council Submitted For:Fausto Burruel, Public Works Director From:Fausto Burruel, Public Works Director Date:December 20, 2022 Strategic Plan Focus Area: Not Applicable Subject:Ordinance No. 2022.029: Relating to Development; adopting development impact fees for street facilities, parks and recreation facilities, water facilities, water resources, and wastewater facilities; accepting and approving the technical fee reports identifying benefit areas and facilities needs; and providing an effective date (Fausto Burruel, Jim Conroy, Jing Luo) Discussion: The Town has been moving through the process to update its impact fees, last updated in 2017, to address additional infrastructure needs within the Town and to account for changes in growth patterns.  On September 20, 2022, the Town Council adopted updated growth assumptions via the land use assumptions report (LUA), a street facilities infrastructure improvement plan (IIP), a parks and recreation IIP, a water IIP, and a wastewater IIP. The Town gave public notice on September 23, 2022 of the intent to assess development impact fees for streets, parks, water and wastewater facilities.  Draft fee reports for these impact fees were published and have been available at the Marana Municipal Complex and on the Town's website.  Comments were taken during the intervening period and during a formal public hearing on November 1, 2022.  Based on comments and discussion, final reports have been prepared and are attached to this item. Marana Regular Town Council Meeting December 20, 2022 Page 94 of 182 Town staff will be discussing the final analysis regarding the proposed development impact fee program and asking council to formally adopt development fees for streets, parks, water and wastewater facilities. Also of note is that the Lower Santa Cruz River Levee fee of $500 per acre was re-affirmed in 2017 and will be re-affirmed, unchanged, by this process. Financial Impact: The development impact fee program will generate revenue for the Town that is primarily restricted to capital construction in accordance with the various impact fee benefit areas and proposed projects used to calculate the fee. By adopting the fees, the Town takes on the legal obligation to construct the capital facilities used to justify the fees within 10 years or must reimburse the fees.  Revenues and expenditures associated with the collection and use of impact fees will be incorporated within the appropriate fiscal year's budget. Staff Recommendation: Staff recommends the adoption of Ordinance 2022.029 adopting development impact fees for street facilities, parks and recreation facilities, water facilities, water resources, and wastewater facilities. Suggested Motion: I move to adopt Ordinance No. 2022.029, adopting development impact fees for street facilities, parks and recreation facilities, water facilities, water resources, and wastewater facilities; accepting and approving the technical fee reports identifying benefit areas and facilities needs; and providing an effective date. Attachments Ordinance No. 2022.029 Draft Parks Fee Report Draft Streets Fee Report Draft Water & Wastewater Fee Report Marana Regular Town Council Meeting December 20, 2022 Page 95 of 182 00085441.DOCX /2 Ordinance No. 2022.029 - 1 - MARANA ORDINANCE NO. 2022.029 RELATING TO DEVELOPMENT; ADOPTING DEVELOPMENT IMPACT FEES FOR STREET FACILITIES, PARKS AND RECREATION FACILITIES, WATER FACILITIES, WATER RESOURCES, AND WASTEWATER FACILITIES; ACCEPTING AND APPROVING THE TECHNICAL FEE REPORTS IDENTIFYING BENEFIT AREAS AND FACILITIES NEEDS; AND PROVIDING AN EFFECTIVE DATE WHEREAS the Town is authorized by the Arizona municipal development impact fee enabling statute, A.R.S. § 9-463.05, to assess and collect development impact fees to offset costs to the Town associated with providing necessary public services to a development; and WHEREAS the Town adopted the existing parks and recreation development impact fees by the adoption of Ordinance No. 2014.012, as amended by Ordinance No. 2017.029, and adopted the existing water and wastewater fees by the adoption of Marana Ordinance No. 2014.013, as amended by Ordinance No. 2017.029; and WHEREAS the Town adopted the existing street impact fees for the northeast and south benefit areas by the adoption of Ordinance No. 2014.012, as amended by Ordinance No. 2017.029, and adopted the existing street impact fees for the northwest benefit area by the adoption of Ordinance No. 2017.029; and WHEREAS land use assumptions and infrastructure improvement plans for street, parks and recreation, water, and wastewater facilities prepared in accordance with A.R.S. § 9-463.05 were approved by the Town Council’s adoption of Resolution No. 2022-100 on September 20, 2022; and WHEREAS the Town Council amended the infrastructure improvement plan for parks and recreation by adoption of Resolution No. 2022-125 on December 6, 2022; and WHEREAS draft 2022 development impact fee reports for street facilities, parks and recreation facilities, water facilities, water resources, and wastewater facilities prepared in accordance with A.R.S. § 9-463.05 were published for public comment on September 30, 2022; and WHEREAS a public hearing on amended street facilities, parks and recreation facilities, water facilities, water resources, and wastewater facilities development impact fees was held by the Marana Town Council on November 1, 2022; and WHEREAS the Town has finalized its 2022 development impact fee reports for street facilities, parks and recreation facilities, water facilities, water resources, and Marana Regular Town Council Meeting December 20, 2022 Page 96 of 182 00085441.DOCX /2 Ordinance No. 2022.029 - 2 - wastewater facilities that identify the relevant benefit areas and determine the fair -share development impact fees attributable to the typical single-family residence, which shall be used as the equivalent demand unit (“EDU”), within the benefit areas, except for parks and recreation fees for non-residential development, which uses the number of jobs per 1,000 square foot of development as the service unit to determine the fair-share parks and recreation development impact fees attributable to the typical identified category of non-residential development. NOW, THEREFORE, BE IT ORDAINED by the Mayor and Council of the Town of Marana, Arizona, as follows: Section 1. The following reports, full copies of which were included in the Town Council’s agenda materials for the December 20, 2022 meeting, are hereby accepted and approved: A. Town of Marana Impact Fee Study Streets Facilities Development Fee Report dated December 5, 2022 (the “Streets Fee Report”) B. Town of Marana Water Infrastructure, Water Resources, and Water Reclamation Impact Fee Report dated December 8, 2022 (the “Water Fee Report”) C. Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan dated September 20, 2022, revised December 6, 2022 (the “Parks Fee Report”) Section 2. The existing Parks and Recreation Facilities Development Impact Fee for residential development as adopted by Ordinance No. 2014.012 and amended by Ordinance No. 2017.029 is hereby increased to $2,529.63 per EDU. The collection of the increased Parks and Recreation Facilities Development Impact Fee for residential development as adopted by this ordinance shall begin on March 6, 2023, replacing the Parks and Recreation Facilities Development Impact Fee adopted by Ordinance No. 2017.029. Section 3. The Parks and Recreation Facilities Development Impact Fee for non-residential development is hereby adopted, as follows: A. The Parks and Recreation Facilities Impact Fee benefit area for non-residential development is hereby established and shall be the same as the benefit area for residential development, as depicted in the Parks Fee Report. B. The Parks and Recreation Facilities Development Impact Fee for non-residential development shall be as follows: Land Use Category Parks and Recreation Development Impact Fee Retail $224.00 per 1,000 sf High Traffic Retail $870.00 per 1,000 sf Office $385.00 per 1,000 sf Hotel $9.00 per 1,000 sf Industrial $288.00 per 1,000 sf Medical $288.00 per 1,000 sf Marana Regular Town Council Meeting December 20, 2022 Page 97 of 182 00085441.DOCX /2 Ordinance No. 2022.029 - 3 - C. Town Staff shall collect the Parks and Recreation Facilities Development Impact Fee for non-residential development upon issuance of a building permit within the Parks and Recreation Facilities Development Impact Fee benefit area, unless a development agreement provides otherwise. D. When assessing the Parks and Recreation Facilities Development Impact Fee for non-residential development, Town staff shall give credit for the required dedication of public sites and improvements provided by the property owner that correspond to the infrastructure improvements plan for parks and recreation facilities, as provided by law. E. All Parks and Recreation Facilities Development Impact Fees for non -residential development collected by the Town shall be held and disbursed in accordance with the requirements of A.R.S. § 9-463.05. F. The collection of the Parks and Recreation Facilities Development Impact Fee for non-residential development shall begin on March 6, 2023. Section 4. The existing Northeast Street Facilities Development Impact Fee as adopted by Ordinance No. 2014.012 and amended by Ordinance No. 2017.029 is hereby increased to $4,767 per EDU. The collection of the Northeast Street Facilities Development Impact Fee in the amount adopted by this ordinance shall begin on March 6, 2023, replacing the Northeast Street Facilities Development Impact Fee adopted by Marana Ordinance No. 2017.029. Section 5. The existing Northwest Street Facilities Development Impact Fee as adopted by Ordinance No. 2017.029 is reduced to $2,304 per EDU. The collection of the reduced Northwest Street Facilities Development Impact Fee as adopted by this ordinance shall begin on January 20, 2023, replacing the Northwest Street Facilities Development Impact Fee adopted by Marana Ordinance No. 2017.029. Section 6. The existing South Street Facilities Development Impact Fee as adopted by Ordinance No. 2014.012 and amended by Ordinance No. 2017.029 is hereby increased to $4,655 per EDU. The collection of the increased South Street Facilities Development Impact Fee as adopted by this ordinance shall begin on March 6, 2023, replacing the South Street Facilities Development Impact Fee adopted by Ordinance No. 2017.029. Section 7. In accordance with A.R.S. § 9-463.05(R), the Town of Marana hereby gives notice that it will continue the collection of the Lower Santa Cruz River Levee Fee, originally adopted under ordinance 99.02, as described in Section 4 of Marana Ordinance No. 2014.012. Section 8. Water Infrastructure Development Impact Fees as adopted by Ordinance No. 2014.013 and amended by Ordinance No. 2017.029 are hereby amended as follows: A. The North Marana, Twin Peaks, Saguaro Bloom, and Palo Verde Water Infrastructure Development Impact Fee Benefit Areas as adopted by Ordinance Marana Regular Town Council Meeting December 20, 2022 Page 98 of 182 00085441.DOCX /2 Ordinance No. 2022.029 - 4 - No. 2017.029 are hereby revised as depicted in in Figure 3 of the Water Facilities Infrastructure Improvements Plan adopted by Resolution No. 2022-100 on September 20, 2022, as they may be expanded from time to time by water main extensions. The Airport Water Infrastructure Development Impact Fee Benefit Area is hereby eliminated as a separate benefit area and is inco rporated into the Twin Peaks Benefit Area as depicted in Figure 3 of the Water Facilities Infrastructure Improvements Plan adopted by Resolution No. 2022-100 on September 20, 2022. The Falstaff Water Infrastructure Development Impact Fee Benefit Area is hereby eliminated, due to the Town’s 2020 sale of the Falstaff area water system assets. B. Water Infrastructure Development Impact Fees for the North Marana and Twin Peaks Water Infrastructure Development Impact Fee Benefit Areas are amended as follows (with meter sizes larger than 8” calculated using standard industry ratios): Water Infrastructure Benefit Area Water Meter Size 5/8" 3/4" 1" 1.5" 2" 3" 4" 6" 8" North Marana $3,356 $5,033 $8,388 $16,776 $26,841 $50,327 $83,878 $167,756 $268,410 Twin Peaks $2,967 $4,450 $7,416 $14,832 $23,731 $44,496 $74,159 $148,318 $237,308 C. The existing Water Infrastructure Development Impact Fees for the Saguaro Bloom Water Infrastructure Development Impact Fee Benefit Area are hereby retained and confirmed in the following amounts (with meter sizes larger than 8” calculated using standard industry ratios): Water Infrastructure Benefit Area Water Meter Size 5/8" 3/4" 1" 1.5" 2" 3" 4" 6" 8" Saguaro Bloom $838 $1,257 $2,095 $4,189 $6,703 $13,408 $20,950 $41,900 $67,040 D. The Palo Verde Water Infrastructure Development Impact Fee remains at zero as provided by Ordinance No. 2017.029. E. The collection of Water Infrastructure Development Impact Fees pursuant to this ordinance for the Saguaro Bloom Water Infrastructure Development Impact Fee Benefit Area shall begin on January 20, 2023. F. The collection of Water Infrastructure Development Impact Fees as revised by this ordinance for the North Marana and Twin Peaks Water Infrastructure Development Impact Fee Benefit Areas shall begin on March 6, 2023. Marana Regular Town Council Meeting December 20, 2022 Page 99 of 182 00085441.DOCX /2 Ordinance No. 2022.029 - 5 - Section 9. Water Resources Development Impact Fees as adopted by Ordinance No. 2014.013 and amended by Ordinance No. 2017.029 are hereby amended as follows: A. The Water Resources Development Impact Fees are amended as follows (with meter sizes larger than 8” calculated using standard industry ratios): Water Resources Development Fee Water Meter Size 5/8" 3/4" 1" 1.5" 2" 3" 4" 6" 8" $5,358 $8,036 $13,394 $26,787 $42,859 $80,360 $133,933 $267,865 $428,584 B. Water meter sizes are determined by the total number of fixtures. In cases where the number of fixtures may be served by a 5/8” meter, but a 3/4" meter is required only for the purpose of providing adequate flows for a residential sprinkler system, the Town will charge the Water Resources Development Impact Fee for a 5/8” meter. C. The collection of the Water Resources Development Impact Fee as amended by this ordinance shall begin on March 6, 2023. Section 10. Wastewater Facilities Development Impact Fees as adopted by Ordinance No. 2014.013 and amended by Ordinance No. 2017.029 are hereby amended as follows: A. The Wastewater Facilities Development Impact Fee Benefit Area as adopted by Ordinance No. 2017.029 is hereby revised as set forth in the 2022 wastewater facilities infrastructure improvements plan adopted by Resolution No. 2022-100 on September 20, 2022. B. The Wastewater Facilities Development Impact Fees as adopted by Ordinance No. 2014.013 and amended by Ordinance No. 2017.029 are hereby amended as follows (with meter sizes larger than 8” calculated using standard industry ratios): Wastewater Facilities Development Impact Fee Water Meter Size 5/8" 3/4" 1" 1.5" 2" 3" 4" 6" 8" $4,995 $7,493 $12,488 $24,975 $39,960 $74,925 $124,874 $249,748 $399,597 C. The collection of Wastewater Facilities Development Impact Fees as amended by this ordinance shall begin on March 6, 2023. Section 11. All other fees established or addressed by Ordinance Nos. 2014.012, 2014.013, and 2017.029 shall remain unchanged, and all provisions of Ordinance Nos. 2014.012, 2014.013, and 2017.029, including without limitation all those relating to the administration, crediting, and accounting of the fees, shall remain in place and are unchanged by this ordinance. Section 12. The various town officers and employees are authorized and directed to perform all acts necessary or desirable to give effect to this ordinance. Marana Regular Town Council Meeting December 20, 2022 Page 100 of 182 00085441.DOCX /2 Ordinance No. 2022.029 - 6 - Section 13. All ordinances, resolutions, or motions and parts of ordinances, resolutions, or motions of the Council in conflict with the provisions of this ordinance are hereby repealed, effective as of the effective date of this ordinance. Section 14. If any section, subsection, sentence, clause, phrase or portion of this ordinance is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, the decision shall not affect the validity of the remaining portions of this ordinance. Section 15. This ordinance shall become effective on January 20, 2023. PASSED AND ADOPTED by the Mayor and Council of the Town of Marana, Arizona, this 20th day of December, 2022. Mayor Ed Honea ATTEST: David L. Udall, Town Clerk APPROVED AS TO FORM: Jane Fairall, Town Attorney Marana Regular Town Council Meeting December 20, 2022 Page 101 of 182 Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan Public Report September 20, 2022 Revised December 6, 2022 Prepared by Town of Marana Parks and Recreation Department Town of Marana Engineering Division McGann & Associates, Landscape Architects Marana Regular Town Council Meeting December 20, 2022 Page 102 of 182 Town of Marana 9/15/22 Impact Fee Study Update and Parks Infrastructure Improvement Plan Public Report September 20, 2022 Revised December 6, 2022 Prepared by Town of Marana Parks and Recreation Department Town of Marana Engineering Division McGann & Associates, Landscape Architects September 20, 2022 Marana Regular Town Council Meeting December 20, 2022 Page 103 of 182 Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 Acknowledgements Town of Marana Mayor and Council Ed Honea – Mayor Jon Post – Vice Mayor Patti Comerford – Councilmember Herb Kai – Councilmember Roxanne Ziegler – Councilmember John Officer – Councilmember Jackie Craig – Councilmember Key Staff Terry Rozema – Town Manager Fausto Burruel, P.E. – Public Works Director and Acting Town Engineer Jane Fairall, Town Attorney Jim Conroy, Director, Parks and Recreation Department Wayne Barnett, Deputy Director, Parks and Recreation Department Project Consultants (As subconsultant to Psomas) McGann & Associates Inc. Landscape Architects 6814 North Oracle Road, Suite 210 Tucson, Arizona 85704 (520) 297-9540 Marana Regular Town Council Meeting December 20, 2022 Page 104 of 182 Table of Contents and List of Figures Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan Table of Contents September 20, 2022 and List of Figures Table of Contents Part 1 – Introduction and Methodology 1. Introduction ....................................................................................................................................... 1-1 2. Methodology ...................................................................................................................................... 2-1 3. Service Area ........................................................................................................................................ 3-1 4. Inventory of Existing Parks and Replacement Value .......................................................................... 4-1 5. Allocation of Asset Value to Residential and Non-Residential Land Uses ......................................... 5-1 Part 2 – Impact Fee Calculation for Residential Development 6. Service Units – Residential Development .......................................................................................... 6-1 7. Necessary Public Services - Existing ................................................................................................... 7-1 8. Projected Service Units for New Development ................................................................................. 8-1 9. Projected Impact Fee Revenue January 1, 2023 to December 31, 2032 ........................................... 9-1 10. Service Units – Non-Residential Development ................................................................................ 10-1 Part 3 – Impact Fee Calculation for Non-Residential Development 11. Park Impact Fee – Non-Residential Development ........................................................................... 11-1 12. Projected Park Impact Fee Revenue – Non-Residential Development (1/1/23 to 12/31/32) ......... 12-1 Part 4 – Parks Capital Improvement Program 13. Park Impact Fee Revenue – Residential and Non-Residential Development .................................. 13-1 14. Necessary Public Services – Capital Improvement Plan ................................................................... 14-1 15. Summary of Projected Revenues, Planned Costs, and Impact Fees ................................................ 15-1 Marana Regular Town Council Meeting December 20, 2022 Page 105 of 182 Table of Contents and List of Figures Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan Table of Contents September 20, 2022 and List of Figures List of Figures: Part 1 – Introduction and Methodology Figure 1: Methodology Flow Chart ............................................................................................................. 2-2 Figure 2: Service Area ................................................................................................................................. 3-1 Figure 3: Inventory Table - Existing Parks and Replacement Value ............................................................ 4-2 Figure 4: Cost Allocation .............................................................................................................................. 5-1 Figure 5: Asset Value by Land use Type ....................................................................................................... 5-1 Part 2 - Impact Fee Calculation for Residential Development Figure 6: Service Units as Equivalent Demand Units ................................................................................... 6-1 Figure 7: Total Quantity of Equivalent Demand Units (EDU’s) – January 1, 2023 ....................................... 6-2 Figure 8: Existing Park Value by Equivalent Demand Unit ........................................................................... 7-1 Figure 9: Park Equivalent Demand Units (1/1/23 to 12/31/32) .................................................................. 8-1 Figure 10: Projected Park Impact Fee Revenue (1/1/23 to 12/31/32) ........................................................ 9-1 Figure 11: Projected Park Impact Fee Revenue (1/1/23 to 12/31/32) ........................................................ 9-2 Part 3 – Impact Fee Calculation for Non-Residential Development Figure 12: Jobs per 1,000 S.F. – Non-Residential Land Uses ...................................................................... 10-1 Figure 13: New Job Projections (1/1/23 to 12/31/32) ............................................................................... 10-1 Figure 14: Non-Residential Impact Fee Per Job (Without Development Type Classification) ................... 11-1 Figure 15: Non-Residential Impact Fee Per 1,000 S.F. of Development Before Credits ............................ 11-1 Figure 16: Non-Residential Impact Fee Per 1,000 S.F. of Development After Credits .............................. 11-1 Figure 17: Projected Impact Fee Revenues – Non-Residential Development ........................................... 12-1 Part 4 – Capital Improvement Program Figure 18: Projected Impact Fee Revenues – Residential and Non-Residential Development ................. 13-1 Figure 19: Parks Capital Improvement Plan (1/1/23 to 12/31/32) ............................................................ 14-1 Figure 20: Summary of Projected Revenues and Planned Costs ............................................................... 15-1 Figure 21: Summary of Park Impact Fees .................................................................................................. 15-1 Marana Regular Town Council Meeting December 20, 2022 Page 106 of 182 Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan Part 1 Introduction and Methodology Marana Regular Town Council Meeting December 20, 2022 Page 107 of 182 1. Introduction Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 1-1 Introduction: In accordance with Arizona Revised Statute (ARS) §9-463.05 the Town of Marana assesses and collects Development Impact Fees to help pay for the construction of new parks and recreational facilities as needed to meet the increased demands placed on the municipal park system by new development. As a precedent to the collection of Development Impact Fees, §9-463.05 requires that an Infrastructure Improvement Plan (IIP) be prepared to identify the required improvements. Per the subject statute, the IIP is defined as: “…. a written plan that identifies each necessary public service or facility expansion that is proposed to be the subject of a development fee and otherwise complies with the requirements of this section and may be the municipality's capital improvements plan.” Included in this document is the Town of Marana’s updated Park Infrastructure Improvement Plan. This new IIP replaces the 2017 IIP which was adopted by Marana Resolution 2017-090 on September 19, 2017. This new plan includes fee schedules and a list of capital improvements that are projected to be constructed over the next ten years. Marana Regular Town Council Meeting December 20, 2022 Page 108 of 182 2. Methodology Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 2-1 Methodology: This Impact Fee Study Update employs an incremental expansion method that identifies the Town’s existing level of service and projects the level of service assumptions over the next ten years as the community grows. The existing level of service for parks and recreation facilities is assigned a value based on the cost of replacement. The value of the parks and recreation system is adjusted to subtract outstanding debt on existing facilities, the balance collected, unspent impact fees, developer fee credits and the cost of the Impact Fee Study. Demand for an expanded park system will be driven by both residential and non- residential development. The primary driver will be residential development. As new homes are built in the community, the residents that occupy these homes will use the various park resources available to them. The secondary driver will be new non-residential development. As offices, retail outlets, medical offices, and other non-residential facilities are constructed, these facilities will create jobs for individuals including those living outside of the Town. These employees will use Town Park facilities before or after work or during lunch-time breaks. Based on the above, the service units for residential development will be Equivalent Dwelling Units (EDU’s). The service unit for non-residential development will be 1,000 S.F. of Non-Residential Development. The adjusted value of the existing parks and recreation facilities is then distributed across the existing level of community development to calculate a value of the existing parks system per service unit. The adjusted value of the existing parks and recreation facilities relative to current development is then projected onto new development using estimates for future development found in the Town’s land use assumptions. Using this methodology, the Town’s existing level of parks and recreation service is maintained as the community grows and the expansion of parks and recreation facilities necessary to meet the demand of growth has a supplemental funding source in development impact fees. The advantages of using this incremental expansion method over other methods (e.g., a general standards based or plan-based method), include the following: • The fee is based on the existing level of service provided by the Town instead of a national standard that fails to account for local jurisdictional variations. • The incremental expansion method more accurately identifies the value of existing level of service compared to estimating a general cost per acre of developed parkland. Existing level of service is valued by assigning replacement costs to inventoried park assets. • The incremental expansion method is flexible because the impact fee is based on existing level of service. Consequently, the Town may fine tune capital improvements identified in the IIP to meet changing community recreation needs. A standards-based approach based on the Parks and Recreation Master Plan would require an update to the Master Plan and a re-calculation of the impact fees to meet changing community needs. Marana Regular Town Council Meeting December 20, 2022 Page 109 of 182 2. Methodology Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 2-2 Figure 1: Methodology Flow Chart Identify Service Area Inventory Park Assets Identify Residential vs. Non-Residential Use of Parks Identify Quantity of Existing Housing Units within Service Area Identify Replacement Value of Park Assets Adjust Quantity of Households to reflect Dwelling Types Identify Equivalent Demand Units (EDU's) 1/1/23 Allocate Projected Demand to Residential/ Non- Residential Development Calculate Net Value of Park Assets for Non-Residential Uses Calculate Net Value of Park Assets per EDU Forecast New Non- Residential Development (1/1/23 to 12/31/32) Based on Land Use Assumptions Forecast New EDU's (1/1/23 to 12/31/32) Based on Land Use Assumptions Calculate Impact fee for Non-Residential Development and Adjust for Credits Calculate Impact Fee for Residential Development and Adjust for Credits Forecast Impact Fee Revenues (1/1/23 to 12/32/32) Identify Planned Costs to be Offset by Impact Fee Revenues Marana Regular Town Council Meeting December 20, 2022 Page 110 of 182 3. Service Area Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 3-1 Service Area: Service areas are defined in ARS §9-463.05 (T)9 as: “… any specified area within the boundaries of a municipality in which development will be served by necessary public services or facility expansions and within which a substantial nexus exists between the necessary public services or facility expansions and the development being served as prescribed in the infrastructure improvements plan.” For purposes of this Impact Fee Study Update, there is one service area identified for the Town of Marana. This service area is shown in Figure 2, below. The service area includes all areas within the jurisdictional boundaries of the Town with the exception of lands within the Dove Mountain Specific Plan boundary. The Dove Mountain area is excluded based on a Town approved Development Agreement. For the remainder of the Town, the most densely developed areas are where existing municipal parks and recreation facilities are located. These densely developed areas are served by the Town’s existing parks and other recreation facilities. It is in areas of new development that park and recreation facility expansion is needed to meet the demands created by growth. Figure 2: Service Area Marana Regular Town Council Meeting December 20, 2022 Page 111 of 182 3. Service Area Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 3-2 Consequently, new facilities that expand the parks and recreation system will directly benefit residents in areas of new growth in keeping with the legislative requirements for collecting development impact fees. There is, however, a need for additional trails to serve the developed areas of Marana. Since the Town is committed to providing a uniform level of service across the entire town, a single service area will be used. Marana Regular Town Council Meeting December 20, 2022 Page 112 of 182 4. Inventory of Existing Parks and Replacement Value Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 4 -1 Inventory of Existing Parks: Provided on the following pages is a chart that summarizes the assets associated with the Town of Marana’s existing park system. It includes only improvement types that would be eligible for impact fee funding and excludes items not eligible based on ARS §9-463.05. Per ARS §9-463.05.A, development impact fees may be used: “… to offset costs to the municipality associated with providing necessary public services to a development, including the costs of infrastructure, improvements, real property, engineering and architectural services, financing and professional services required for the preparation or revision of a development fee pursuant to this section, including the relevant portion of the infrastructure improvement plan.” Per ARS §9-463.05.B and 9-463.05.T., development impact fees may not be used for: “Construction, acquisition or expansion of public facilities or assets other than necessary public services or facility expansions identified in the infrastructure improvements plan.” “Repair, operation or maintenance of existing or new necessary public services or facility expansions.” “Upgrading, updating, expanding, correcting or replacing existing necessary public services to serve existing development in order to meet stricter safety, efficiency, environmental or regulatory standards.” “Upgrading, updating, expanding, correcting or replacing existing necessary public services to provide a higher level of service to existing development.” “Administrative, maintenance or operating costs of the municipality.” “… vehicles, equipment or that portion of any facility that is used for amusement parks, aquariums, aquatic centers, auditoriums, arenas, arts and cultural facilities, bandstand and orchestra facilities, bathhouses, boathouses, clubhouses, community centers greater than three thousand square feet in floor area, environmental education centers, equestrian facilities, golf course facilities, greenhouses, lakes, museums, theme parks, water reclamation or riparian areas, wetlands, zoo facilities or similar recreational facilities, but may include swimming pools.” Replacement Value: Replacement values as shown on the following chart are based on: • Replacement values identified in the 2017 plan escalated to reflect inflation in construction costs through January 1, 2023. • Recent park construction project bids for similar facilities. • Published construction cost data reports. Marana Regular Town Council Meeting December 20, 2022 Page 113 of 182 4. Inventory of Existing Parks and Replacement Value Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 4 - 2 Figure 3: Inventory Table - Existing Parks and Replacement Value Continental Ranch Park Continental Reserve park Crossroads at Silverbell Park El Rio Neighborhood Park Gladden Farms Park Honea Heights Park Ora Mae Harn Park Saguaro Bloom Park San Lucas Park Tangerine Sky Park Wade McLean Park Wild Burro Trailhead Sanders Road Trailhead North Coachline Boulevard Trailhead Total Facility Units Replacement Value Per Unit Total Replacement Valve Acres (Total) 11.9 9.23 48.27 1.3 25.7 1.0 34.72 22.0 13.49 17.98 4.23 2.0 0.8 1.5 194.12 Acres (Eligible) 11.9 9.23 30.0 1.3 25.7 1.0 30.0 22.0 13.49 17.98 4.24 2.0 0.8 1.5 171.14 Real Property Real Property - Eligible Park Sites 11.9 9.23 30.00 1.3 25.7 1 30.0 22.0 13.49 17.98 4.23 2.0 0.8 1.5 171.14 $30,000.00 $5,134,200.00 Buildings and Structures: Community Center - Allowable Portion (SF) 3,000 1 3,000 $450.00 $1,350,000.00 Restroom Buildings 1 1 3 3 3 1 1 1 1 16 $165,000.00 $2,640,000.00 Concessions 1 1 1 1 1 5 $235,000.00 $1,175,000.00 Operations and Maintenance Building 1 1 2 $470,000.00 $940,000.00 Storage Building 1 1 2 $180,000.00 $360,000.00 Group Ramada (+/- 30’ x 60’ - Site Built or Pre-Eng.)) 1 1 1 3 $130,000.00 $390,000.00 Picnic Ramada - (+/- 30’ x 30’ - Site Built or Pre-Eng.) 1 5 1 1 1 1 2 2 1 1 16 $85,000.00 $1,360,000.00 Picnic Ramada - Small - (Pre-Engineered) 4 1 1 6 2 2 1 1 1 17 $15,000.00 $255,000.00 Fields: Multi-Sport Rectangular Fields with Lights 2 2 1 5 $400,000.00 $2,000,000.00 Multi-Sport Rectangular Fields w/o Lights 2 1 3 $150,000.00 $450,000.00 Slow Pitch Softball Fields with Lights 1 1 2 $560,000.00 $1,120,000.00 Fast Pitch Softball Fields with Lights 2 4 6 $355,000.00 $2,130,000.00 Fast Pitch Softball Fields w/o Lights 4 2 1 9 $200,000.00 $1,800,000.00 Courts: Basketball Courts - with Lights 2 1 2 1 1 1 8 $150,000.00 $1,200,000.00 Basketball Courts - w/o Lights .5 .5 1 2 $70,000.00 $140,000.00 Tennis Courts - with Lights 2 1 1 1 5 $150,000.00 $750,000.00 Tennis Courts - w/o Lights 1 1 $95,000.00 $95,000.00 Pickleball Courts - with Lights 3 3 $65,000.00 $195,000.00 Pickleball Courts - w/o Lights 0 $40,000.00 $0.00 Sand Volleyball Courts - with Lights 2 1 3 $36,000.00 $108,000.00 Sand Volleyball Courts - w/o Lights 1 1 $17,000.00 $17,000.00 Playgrounds and Play Structures: Play Structures / Surfacing (2-5 Year) 1 1 2 1 1 2 1 1 1 11 $165,000.00 $1,815,000.00 Play Structures / Surfacing (5-12 Year) 1 1 1 1 1 1 1 1 1 9 $125,000.00 $1,125,000.00 Swings / Surfacing 1 1 1 1 1 1 1 1 1 9 $50,000.00 $450,000.00 Zip Line 1 1 $80,000.00 $80,000.00 Fabric Shade Canopies 2 1 2 1 8 2 2 1 19 $30,000.00 $570,000.00 Special Use Facilities: Off-Leash Dog Park 1 1 1 1 1 5 $250,000.00 $1,250,000.00 Skate / Wheel Park 1 1 $1,200,000.00 $1,200,000.00 Aquatic Facilities: Swimming Pool 1 1 $5,000,000.00 $5,000,000.00 Splash Pad 1 1 2 $500,000.00 $1,000,000.00 Marana Regular Town Council Meeting December 20, 2022 Page 114 of 182 4. Inventory of Existing Parks and Replacement Value Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 4 - 3 Figure 3: (Continued) Inventory Table - Existing Parks and Replacement Value Continental Ranch Park Continental Reserve park Crossroads at Silverbell Park El Rio Neighborhood Park Gladden Farms Park Honea Heights Park Ora Mae Harn Park Saguaro Bloom Park San Lucas Park Tangerine Sky Park Wade McLean Park Wild Burro Trailhead Sanders Road Trailhead North Coachline Blvd. Trailhead Total Facility Units Replacement Value Per Unit Total Replacement Value Miscellaneous Public Use Facilities: Horseshoe Pits 2 2 1 5 $3,000.00 $15,000.00 Benches 10 6 7 1 15 22 10 12 8 4 1 2 98 $750.00 $73,500.00 Picnic Tables 8 10 32 1 14 7 39 4 6 13 1 2 137 $1,450.00 $191,800.00 Barbecue Grills 2 4 8 3 2 9 5 6 1 40 $600.00 $24,000.00 Bleachers 8 2 6 2 1 5 2 26 $3,000.00 $78,000.00 Exercise Stations - Fitness Area 1 10 6 17 $1,500.00 $25,500.00 Trash Receptacles 14 8 43 3 9 4 52 10 10 10 2 1 166 $300.00 $49,800.00 Drinking Fountains 7 4 8 1 3 3 8 3 1 1 1 40 $3,500.00 $140,000.00 Bicycle Racks 1 1 1 1 3 1 1 1 1 1 12 $800.00 $9,600.00 Supporting Infrastructure: Park Access / Circulation Drives (LF) 1,500 430 3,000 107 3,160 400 2,200 1,100 950 1,300 330 14,477 $85.00 $1,230,545.00 Paved Parking Spaces (EA) 133 59 305 9 231 12 202 67 51 60 79 1 27 1,1,243 $1,250.00 $1,553,750.00 Electrical Service - Average (Acre) 171.14 $11,000.00 $1,882,540.00 Potable Water Service - Average (Acre) 171.14 $2,000.00 $342,280.00 Sanitary Sewer System - Private / On-Site (Acre) 171.14 $2,500.00 $427,850.00 Fencing (Acre) 171.14 $7,350.00 $1,257,879.00 Signage (Acre) 171.14 $3,000.00 $513,420.00 Parking Lot and Security Lighting (Acre) 171.14 $14,000.00 $2,395,960.00 Irrigation Booster Pumps 1 1 1 1 4 $10,000.00 $40,000.00 Landscape and Irrigation: Landscape - Turf Areas Other than Fields (Acres) 2.7 1.9 2.34 .32 1.21 .02 9.96 .77 2.68 .97 1.5 24.37 $30,000.00 $731,100.00 Landscape - Trees (EA) 75 40 407 15 239 15 110 25 72 50 24 20 1,092 $300.00 $327,600.00 Turf Irrigation System - Other than Fields (SF) 2.7 1.9 2.34 .32 1.21 .02 9.96 .77 2.68 .97 1.5 24.37 $22,000.00 $536,140.00 Drip Irrigation System (Acres) 171.14 $3,500.00 $598,990.00 Automated Irrigation Control System - Med - Large 1 1 1 1 1 1 1 1 1 9 $7,500.00 $67,500.00 Automated Irrigation Control System - Small 1 1 1 1 4 $2,500.00 $10,000.00 Hardscape / Pedestrian Paving: Accessible Walkways - Concrete (LF) 3,300 1,100 6,500 2,770 520 5,300 2,050 960 2,400 220 25,120 $48,00 $1,205,760.00 HC Ramps 2 2 3 6 1 3 6 2 2 1 28 $900.00 $25,200.00 Pathways and Trails: Loop Shared-Use Pathways 18.22 $400,000.00 $7,288,000.00 Loop Road / Highway Underpasses 3 $300,000.00 $900,000.00 In-Park Shared-Use Pathways - Asphalt (LF) 450 6.850 500 2,600 3,200 3,150 9,900 $15.00 $148,500.00 In-Park Decomposed Granite Pathways (LF) 2,700 2,700 $4.00 $10,800.00 Single Track Trails (Miles) 45.6 $93,500.00 $4,263,600.00 Total $57,329,614.00 Marana Regular Town Council Meeting December 20, 2022 Page 115 of 182 5. Allocation of Asset Value to Residential and Non-Residential Land-Uses Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 5-1 Allocation of Asset Value: ARS §9-463.05(B)13 provides: If development fees are assessed by a municipality, the fees shall be assessed against commercial, residential and industrial development… In-as-much as residential and non-residential development will impact the need for additional parks, it is necessary to allocate asset value to each so that a proportionate share can be assessed to each type of development. This allocation is based on Residential Hours and Non-Resident (Inflow Commuter) Hours each year. The Inflow Commuter Hours are hours non-residents will spend at jobs within the Town. According to U.S. Census Bureau web application OnTheMap (2019 US Census), there are 10,640 Inflow Commuters working within the Town of Marana. The 2019 Census also identifies the resident population of Marana to be 49,030. Based on this data, the allocation of asset value is calculated as follows: Figure 4: Cost Allocation Hour Allocation Cost Allocation Marana Residents (2019 Census) Inflow Commuters (2019 Census) Residential Hours (*) Non- Residential Hours (**) Total Hours Residential Non- Residential 49,030 10,064 429,502,800 16,102,400 445,605,200 96% 4% (*) Residential Hours / Year: 8,760 (24 Hours / Day x 365 Days) (**) Non-Residential Hours / Year: 1,600 (50 Weeks / Year x 4 Days per Week x 8 Hours / Day) Based on the total park asset value of $57,329,614.00 (See Section 4) and the cost allocation noted above, the asset value allocated to residential and non-residential land uses is as follows: Figure 5: Asset Value by Land use Type Land Use Type Total Asset Value Cost Allocation (%) Asset Value Residential $57,329,614.00 96% $55,036,429. Non-Residential $57,329,614.00 4% $2,293,185. Marana Regular Town Council Meeting December 20, 2022 Page 116 of 182 Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan Part 2 Impact Fee Calculation for Residential Development Town of Marana Marana Regular Town Council Meeting December 20, 2022 Page 117 of 182 6. Service Units – Residential Development Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 6-1 Service Units - Residential: ARS §9-463.05 requires that service units be defined in an impact fee study and used as the basis for impact fee collection. This Impact Fee Study uses an Equivalent Demand Unit (EDU) as the service unit for the park impact fee for residential uses. To calculate an EDU, housing unit types are weighted in relation to single-family detached housing. The weight of each housing type reflects a park service multiplier derived from the average household size for each housing type based on United States Census Bureau statistics. The average household size for a single- family detached housing unit is 2.7 while the average household size of a multi-family/single-family attached housing unit is 1.8. The park service multiplier for a single-family detached residence is therefore 1.0 while the park service multiplier for a multi-family/single-family attached dwelling unit is 0.67. The sum of these weighted dwelling units by housing type results in total EDUs for the Town. Unlike impact fee studies for parks improvements, impact fee studies for transportation infrastructure expansion often use land use categories that are identified through analysis of vehicle usage and trip data that is available locally and is part of published transportation planning literature. Because there is no data on visits to existing parks, the Impact Fee Study for Parks and Recreation Facilities makes use of the differentiation between single-family and multi-family residential units and their average household sizes to fine tune the definition of service units for the purpose of establishing a park impact fee. Figure 6: Service Units as Equivalent Demand Units Housing Type Average Household Size (Persons) Equivalent Demand Units Single Family Detached 2.7 (*) 1.00 Multi-Family / Single Family Attached 1.8 (*) 0.67 (*) Reference: U.S. Census Bureau Marana Regular Town Council Meeting December 20, 2022 Page 118 of 182 6. Service Units – Residential Development Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 6-2 Figure 7: Total Quantity of Existing Equivalent Demand Units (EDU’s) - January 1, 2023: Housing Type Dwelling Units (January 1, 2023) Multiplier Service Units (EDU’s) (January 1, 2023) Single Family Detached 16,679 1.00 16,679 Multi-Family / Attached 2,220 0.67 1,487 Total - January 1, 2023 18,166 Marana Regular Town Council Meeting December 20, 2022 Page 119 of 182 7. Necessary Public Services - Existing Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 7-1 Necessary Public Services - Existing: As required in ARS §9-463.05(E)1, an IIP must include: “A description of the existing necessary public services in the service area and the costs to upgrade, update, improve, expand, correct or replace those necessary public services to meet existing needs and usage and stricter safety, efficiency, environmental or regulatory standards, which shall be prepared by qualified professionals licensed in this state, as applicable.” In addition, ARS §9-463.05(E)2 requires: “An analysis of the total capacity, the level of current usage and commitments for usage of capacity of the existing necessary public services, which shall be prepared by qualified professionals licensed in this state, as applicable.” In response to the required analysis of existing, necessary public park services, an inventory of parks and recreation assets throughout the Town of Marana has been compiled. (See Section 4 of this document). The inventory was based on data provided by the Town of Marana Parks and Recreation Department and lists existing park amenities by facility (site) with an identified replacement cost. The inventory excludes park acreage beyond the 30-acre limit referenced in ARS §9463.05(T)7(g). The existing level of service provided by the Town’s current parks and recreation facilities is quantified by distributing the value of the existing parks and recreation facilities over the total number of existing EDUs in the Town. The existing number of EDUs is described in Figure 5. Figure 3 describes the total value of existing parks and recreation infrastructure. The existing level of service provided by the Town of Marana’s park infrastructure is quantified by dividing the total value of the existing infrastructure (See Section 4) by the existing number of EDUs (Figure 5). Figure 8: Existing Park Value by Equivalent Demand Unit Credits Offsets Total Total Replacement Value * $55,036,429.00 Impact Fee Account Balance $150.00 Outstanding Impact Fee Credits $0.00 Outstanding Park Debt $0.00 Subtotal $55,036,279.00 Adjusted Existing Park Value $55,036,279.00 Divided by EDU 18,166 Net Value per EDU $3,029.63 (* As allocated to residential development) Marana Regular Town Council Meeting December 20, 2022 Page 120 of 182 8. Projected Service Units for New Development Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 8-1 Projected Service Units for New Development: ARS §9-463.05(E)5 requires and IIP to include: “The total number of projected service units necessitated by and attributable to new development in the service area based on the approved land use assumptions and calculated pursuant to generally accepted engineering and planning criteria.” The Town of Marana has developed Land Use Assumptions that estimate the number of new dwelling units expected over the next ten years. Figure 9 presents the existing and future dwelling units in the 10-year window based on the Town’s Land Use Assumptions. The final result is the number of new EDUs expected over the next ten years. Figure 9: Park Equivalent Demand Units (January 1, 2023 to December 31, 2032) Housing Type Dwelling Units (1/1/23) Park Service Unit Multiplier Service Units - EDU’s (1/1/23) Single Family Detached 16,679 1.00 16,679 Multi-Family / Single Family Attached 2,220 0.67 1,487 Total EDU’s - (1/1/23) 18,166 Housing Type Dwelling Units (12/31/32) Park Service Unit Multiplier Service Units - EDU’s (12/31/32) Single Family Detached 28,361 1.00 28,361 Multi-Family / Single Family Attached 4,480 0.67 3,002 Total EDU’s - (12/31/32) 31,363 New EDU’s (1/1/23 to 13/31/32) 13,197 Marana Regular Town Council Meeting December 20, 2022 Page 121 of 182 9. Projected Park Impact Fee Revenue (January 1, 2023 to December 31, 2032) Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 9-1 Projected Park Impact Fee Revenue (January 1, 2023 to December 31, 2032): ARS §9-463.05(E)6 requires an IIP to include: “The projected demand for necessary public services or facility expansions required by new service units for a period not to exceed ten years.” Figure 10 calculates the total expected revenue from impact fees collected between January 1, 2023 and December 31, 2032 based on the estimated number of new EDUs (Figure 9) and updated impact fee. The total projected revenue does not include development credits. Figure 10: Projected Park Impact Fee Revenue - (1/1/23 to 12/31/23) (Before Credits) Service Area New EDU’s Impact Fee / EDU (Before Credits) Projected Revenue 1/1/23 to 12/31/32 (Before Credits) Town-wide 13,197 $3,029.63 $39,982,027.11 ARS §9-463.05(E)7 requires an IIP to include: “A forecast of revenues generated by new service units other than development fees, which shall include estimated state-shared revenue, highway users revenue, federal revenue, ad valorem property taxes, construction contracting or similar excise taxes and the capital recovery portion of utility fees attributable to development based on the approved land use assumptions, and a plan to include these contributions in determining the extent of the burden imposed by the development as required in subsection B, paragraph 12 of this section.” The Town of Marana collects no property tax to include in revenue forecasts. However, the Town does collect a 4% construction sales tax and also receives revenue from the state related to gas taxes. It is recommended that Five Hundred Dollars ($500.00) of the sales tax be credited on a per EDU basis, resulting in a fee of Two Thousand Five-Hundred and Twenty-Nine Dollars and Sixty-Three cents ($2,529.63) per EDU. Figure 11 calculates the projected revenue and percent of planned costs covered by this revenue forecast. The remainder of the sales tax credit would be credited against the yet-to-be- calculated Street Facilities fee. It is recommended that the credits associated with HURF/VLT be applied fully to the street facilities fee. If approved, no additional credits would be applied to the Parks and Recreational Facilities fee. Marana Regular Town Council Meeting December 20, 2022 Page 122 of 182 9. Projected Park Impact Fee Revenue (January 1, 2023 to December 31, 2032) Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 9-2 Figure 11: Projected Park Impact Fee Revenue - January 1, 2023 to December 31, 2032 (After Credits): Service Area New EDU’s Impact Fee / EDU (Less the $500.00 Credit) Projected Revenue (1/1/23 to 12/31/32) Town-wide 13,197 $2,529.63 $33,383,527.00 In summary, the Impact Fee Update and Infrastructure Improvement Plan will result in a final calculation of the Impact Fee per EDU of Two Thousand Five-Hundred and Twenty-Nine Dollars and Sixty-Three Cents ($2,529.63). Marana Regular Town Council Meeting December 20, 2022 Page 123 of 182 Impact Fee Study Update and Parks Infrastructure Improvement Plan Part 3 Impact Fee Calculation for Non-Residential Development Marana Regular Town Council Meeting December 20, 2022 Page 124 of 182 10. Service Units - Non-Residential Development Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 10-1 Service Units – Non-Residential Development: ARS §9-463.05 requires that service units be defined in an impact fee study and used as the basis for impact fee collection. This Impact Fee Study uses Jobs per 1,000 S.F. as the service unit for non-residential development. There are several categories of non-residential development, and each will result in a different quantity of jobs per square foot of development. These categories, and the quantity of jobs that will be created per 1,000 square foot of new development, are identified in the Land Use Assumptions (Table 4) and are summarized below. Figure 12: Jobs per 1,000 S.F. – Non-Residential Land Uses Non-Residential Land Use Category S.F. per Job Jobs per 1,000 S.F. of New Non-Residential Development Retail 600 1.67 High Traffic Retail 200 5.00 Office 400 2.50 Industrial 500 2.00 Hotel 1,800 0.56 Medical 500 2.00 The Land Use Assumptions (Table 5) also include projections of the quantity of jobs that will be created by new non-residential development. These projections are summarized below: Figure 13: New Job Projections (January 1, 2023 to December 31, 2032) Non-Residential Land Use Category New Jobs (From Land Use Assumptions) Retail 2,327 High Traffic Retail 2,212 Office 370 Industrial 2,993 Hotel - Medical 682 Total New Jobs 8,584 Marana Regular Town Council Meeting December 20, 2022 Page 125 of 182 11. Park Impact Fee – Non-Residential Development Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 11-1 Park Impact Fee – Non-Residential Development: The park expansion and development costs allocated to non-residential development equals 4% of the cost of required improvements or $1,665,918.00. (4% x $41,647,945, the value of required improvement needed to maintain the current level of service). This cost will be borne by the 8,584 new jobs that will be created within the town, resulting in a fee of $194.00 per job. Figure 14: Non-Residential Impact Fees per Job (Without Development Classification) Total Cost Allocated to Non- Residential Development Projected Quantity of New Jobs (1/1/23 to 12/31/32) Non-Residential Impact Fee per Job $1,665,918.00 8,584 $194.00 To properly assess this fee, the quantity of jobs must be related to square feet of new development. Figure 15 below summarizes this calculation. Figure 15: Non-Residential Impact Fees per 1,000 S.F. of Development (Before Credits) Non-Residential Land Use Category Jobs per 1,000 S.F. of new Development Impact Fee per Job Impact Fee per 1,000 SF of New Non-Residential Development Retail 1.67 $194.00 $324.00 High Traffic Retail 5.00 $194.00 $970.00 Office 2.50 $194.00 $485.00 Industrial 2.00 $194.00 $388.00 Hotel 0.56 $194.00 $109.0 Medical 2.00 $194.00 $388.00 As noted in Section 9 of this report, the Town collects a 4% construction sales tax with these revenues contributing to park expansion and development. It is recommended that One Hundred Dollars ($100.00) of the sales tax revenue be credited on a per 1,000 S.F. of new non-residential development basis. With this credit, the adjusted impact fees, by development type, are identified below. Marana Regular Town Council Meeting December 20, 2022 Page 126 of 182 11. Park Impact Fee – Non-Residential Development Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 11-2 Figure 16: Non-Residential Impact Fees Per 1,000 S.F. of Development (After Credits) Non-Residential Land Use Category Impact Fee per 1,000 S.F. of New Non-Residential Development Prior to $100.00 Adjustment Proposed Impact Fee per 1,000 S.F. of New Non-Residential Development Retail $324.00 $224.00 High Traffic Retail $970.00 $870.00 Office $485.00 $385.00 Industrial $388.00 $288.00 Hotel $109.0 $9.00 Medical $388.00 $288.00 Marana Regular Town Council Meeting December 20, 2022 Page 127 of 182 12. Projected Park Impact Fee Revenue – Non-Residential Development (January 1, 2023 to December 31, 2032) Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 12-1 Projected Park Impact Fee – Non-Residential Development: The projected revenues to be collected from non-residential development fees for the period between 1/2/23 and 12/32/32 are summarized below. Figure 17: Projected Impact Fee Revenues – Non-Residential Development Non-Residential Land Use Category New Jobs Jobs per 1,000 S.F. Development Scope (1,000 S.F.) Fee per 1,000 S.F. Projected Revenue Retail 2,327 1.67 1,393 $224.00 $312,032.00 High Traffic Retail 2,212 5.00 442 $870.00 $384,540.00 Office 370 2.50 148 $385.00 $56,980.00 Industrial 2,993 2.00 1,497 $288.00 $431,136.00 Hotel - 0.56 0.00 $9.0 $0.00 Medical 682 2.00 341 $288.00 $98,208.00 Total Projected Revenue – Non-Residential Development $1,282,896.00 Marana Regular Town Council Meeting December 20, 2022 Page 128 of 182 Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan Part 4 Parks Capital Improvement Program Marana Regular Town Council Meeting December 20, 2022 Page 129 of 182 13. Park Impact Fee Revenue – Residential and Non-Residential Development Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 13-1 Projected Park Impact Fee – Residential and Non-Residential Development: The combined revenues projected to be collected from both residential and non-residential development fees for the period between 1/2/23 and 12/32/32 are summarized below. Figure 18: Projected Impact fee Revenues – Residential and Non-Residential Development Projected Revenues – Residential Development $33,383,527.00 Projected Revenues – Non-Residential Development $1,282,896.00 Total Revenues (1/1/23 to 12/31/32) $34,666,423.00 Marana Regular Town Council Meeting December 20, 2022 Page 130 of 182 14. Necessary Public Services – Capital Improvement Plan Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 14-1 Necessary Public Services - New Development: ARS §9-463.05(E)3 requires: “A description of all or the parts of the necessary public services or facility expansions and their costs necessitated by and attributable to development in the service area based on the approved land use assumptions, including a forecast of the costs of infrastructure, improvements, real property, financing, engineering and architectural services, which shall be prepared by qualified professionals licensed in this state, as applicable.” In response to the statutory mandate for a description of parks and recreation facility expansion projects required to meet the demand of new growth, the Town of Marana has developed the Ten-Year Capital Improvement Plan for park facilities. This plan is summarized in Figure 19 below. Impact fees that are collected between January 1, 2023 and December 31, 2032 will be directed to the capital improvements identified in Figure 19 with the understanding that A.R.S. §9-463.05 allows that: “…a municipality may amend an infrastructure improvements plan adopted pursuant to this section without a public hearing if the amendment addresses only elements of necessary public services in the existing infrastructure improvements plan and the changes to the plan will not, individually or cumulatively with other amendments adopted pursuant to this subsection, increase the level of service in the service area or cause a development fee increase…”. Figure 19 - Parks Capital Improvement Plan - January 1, 2023 to December 31, 2032: Project Development Cost El Rio Disc Golf Course $288,334.00 El Rio Recreation Area - Loop Access Parking Lot $204,237.00 Gladden Farms Baseball Field Improvements $1,200,000.00 Gladden Farms Lighted Soccer Fields $286,636.00 Tortolita Preserve Trailhead, Trails, and Fencing $156,181.00 Honea Heights Park - Phase 2 Improvements $1,261,461.00 Continental Ranch Park to Loop Extension $420,487.00 New Competition Swimming Pool (50 Meter) $3,934,557.00 Ora Mae Harn Park Facility Expansion $1,784,066.00 Saguaro Bloom Park - Phase 1 $1,600,375.00 Saguaro Bloom Park - Phase 2 $4,805,566.00 Gladden Farms Bike Park $1,201,391.00 Twin Peaks Park District Park - Land Acquisition and Phase 1 Development $16,695,888.00 Mandarina Community Park $7,568,766.00 Impact Fee Study $60,000.00 Total $41,467,945.00 Amount Funded by Parks Impact Fee $34,666,423.00 Amount Funded by Construction Sales Tax Credits $6,801,522.00 Additional Information related to these projects is provided below. Marana Regular Town Council Meeting December 20, 2022 Page 131 of 182 14. Necessary Public Services – Capital Improvement Plan Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 14-2 El Rio Disc Golf Course: This project involves the construction of an 18-hole disc golf course. The course will provide a safe and appropriate location where this activity can occur. It will allow disc golf activities to be moved from other community parks, where it occurs on an informal basis, to this new location. The course will have the capacity to serve both existing users and new / future residents who engage in this recreational activity enabling the Parks and Recreation Department to maintain a consistent level of service. El Rio Recreation Area – Loop Access Parking Lot: The El Rio Recreation Area is a district or zone within the Town’s Park system that includes (or will include) the El Rio Neighborhood Park, the El Rio Disc Golf Course, and portions of the Loop shared-use pathway. As the community’s population grows, there will be increased demand for access to these facilities and other recreational facilities that can be accessed via the Loop. The proposed parking lot will allow the Town to continue to provide safe and legal access to these facilities consistent with the increased demand resulting from anticipated population growth. Gladden Farms Baseball Field Improvements: This project involves the installation of field lights and the construction of other related improvements that will change the fields from daytime-only use fields to daytime and evening use fields. The improvements will enable the Town to significantly expand the hours of operation and the number of teams / individuals who can use and benefit from access to this facility. It will help the Parks and Recreation Department to maintain a consistent level of service related baseball / softball field availability. Gladden Farms Park New Lighted Soccer Fields: The scope of the project includes the construction of two new natural turf, multi-sport / soccer fields within the existing boundaries of Gladden Farms Park. Improvements will include the fields, field lights to expand the potential hours of operation, and the parking area / restrooms required for public use. The project will increase the quantity of fields available to the community in response the anticipated increase in population and assist the Parks and Recreation Department in their efforts to maintain a consistent level of service related to multi-sport field availability. Tortolita Preserve Trailhead, Trails, and Fencing: As the population of the Town grows, there has been a steady increase in the number of residents using the Tortolita Preserve. The proposed Tortolita Preserve trailhead development and trail expansion project will enhance access, extend the length of the trail system, maintain site security, and allow additional residents to use this facility consistent with the increased demand resulting from population growth. Marana Regular Town Council Meeting December 20, 2022 Page 132 of 182 14. Necessary Public Services – Capital Improvement Plan Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 14-3 Honea Heights Park – Phase 2 Improvements: The Honea Heights Park Phase 2 development project will include the construction of two new lighted multi-sport / soccer fields and supporting site improvements. The project will increase the quantity of fields available to the community in response the anticipated increase in population allowing the Parks and Recreation Department to maintain a consistent level of service. Continental Ranch Park to Loop Connection: The scope of this project consists of the construction of an accessible shared-use pathway that will connect the Continental Ranch Community Park with the Loop shared-use pathway system. As the community’s population grows and the extent of the Loop pathway system expands, there is a need to provide new access facilities to maintain the same level of service for Marana residents. This project will contribute to addressing that need. New Competition Swimming Pool: The scope of this project involves the construction of a new competition swimming pools that will allow the Town to continue to provide swimming pool access to the growing number of Marana residents. Improvements will include the pool and the associated mechanical and water filtration / purifications equipment, only. Ora Mae Harn Park Facility Expansion: The scope of this project will involve the construction of a new racquet sport area with lighted pickleball and tennis courts. It will also include the construction of a new lighted multi-sport field and the expansion of the park’s pathway system. The project will enable the Town to address increased demand for these facilities due to population growth and continue to provide the same level of service. Saguaro Bloom Park Phase 1: The new Saguaro Bloom Park (Phase 1) will include sport courts, playgrounds, picnic facilities, restrooms, and related site improvements and is being developed in response to population growth. It will allow the Parks and Recreation Department to provide these basic recreational resources to new residents, consistent with the resources it provides current residents. Saguaro Bloom Park Phase 2: Phase 2 of the Saguaro Bloom Park will include two lighted diamond (baseball / softball) fields, a lighted multi-sport / soccer field, an expanded dog park, and related facilities. As with Phase 1 of this project, it will allow the Parks and Recreation Department to provide these basic recreational resources to new residents, consistent with the resources it provides current residents. Marana Regular Town Council Meeting December 20, 2022 Page 133 of 182 14. Necessary Public Services – Capital Improvement Plan Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 14-4 Gladden Farms Bike Park: The Gladden Farms Bike Park will include bike trails, a pump track, and similar features that can be used by Town residents. Outdoor recreation trends indicate that more and more individuals, both children and adults, are now choosing to engage in this recreational activity. Some of these activities currently occur within the Tortolita Preserve but as demand grows, it will be important to expand the areas available to the public so that the same level of service can be maintained. Twin Peaks District Park Land Acquisition and Phase 1 Development: The Twin Peaks District Park will be a new park as identified in the Town’s Parks and Recreation 2020 -2030 Master Plan. The park will be centrally located and will serve existing and new residents from throughout the Marana community. Proposed (Phase 1) facilities will include lighted fields, courts, playgrounds, picnic facilities, a dog park, and the supporting infrastructure. The park will be a component of the park system’s expansion as needed to maintain a consistent level of service. Mandarina Community Park: Mandarina Community Park will be a new park and will similarly expand the recreational facilities available to residents while maintaining the same level of service for existing and new residents. Improvements planned for the park include lighted multi-sport / soccer fields, sport courts, ramadas, picnic facilities, and the infrastructure needed to support these improvements. Marana Regular Town Council Meeting December 20, 2022 Page 134 of 182 15. Summary of Projected Revenues, Planned Costs, and Impact Fees Town of Marana Impact Fee Study Update and Parks Infrastructure Improvement Plan September 20, 2022 15-1 Summary of Projected Revenues and Planned Costs: Provided below is a summary of projected revenues, projected costs, and Impact fees for various types of new development. Figure 20: Summary of Projected Revenues and Planned Costs Projected Revenues – Residential Development Impact Fees (1) $33,383,527.00 Projected Revenues – Non-Residential Development Impact Fees (2) $1,282,896.00 Total $34,666,423.00 Planned Costs (3) $34,666,423.00 Revenues as Percent of Planned Costs 100% (1) See Figure 11 – Section 9 (2) See Figure 17 – Section 12 (3) See Figure 19 – Section 14 Figure 21 - Summary of Park Impact Fees: Residential Single Family Residence (1 EDU) $2,529.63 Per Dwelling Unit Multi-Family Residential Unit (.67 EDU) $1,694.85 Per Dwelling Unit Non-Residential Retail $224.00 Per 1,000 S.F. High Traffic Retail $870.00 Per 1,000 S.F Office $385.00 (4) Per 1,000 S.F. Hotel $9.00 Per 1,000 S.F. Industrial $288.00 Per 1,000 S.F. Medical $288.00 Per 1,000 S.F. (4) When the IIP portion of this report was adopted on September 20, 2022, this fee was erroneously listed as $285.00. The correct amount is $385.00, as calculated on pages 11-1 and 11-2, Figures 15 and 16, of this report. Marana Regular Town Council Meeting December 20, 2022 Page 135 of 182 Town of Marana Impact Fee Study Streets Facilities Development Fee Report Public Report DRAFT Prepared by Prepared for 333 East Wetmore Road, Suite 450 Tucson, AZ 85705 11555 West Civic Center Drive Marana, AZ 85653 Psomas Project No. 7TMA150123 December 5, 2022 Marana Regular Town Council Meeting December 20, 2022 Page 136 of 182 December 2022 Streets Facilities Development Fee Study Page i Town of Marana Mayor and Council Ed Honea – Mayor Jon Post – Vice Mayor Patti Comerford – Councilmember Herb Kai – Councilmember Roxanne Ziegler – Councilmember John Officer – Councilmember Jackie Craig - Councilmember Key Staff Terry Rozema, Town Manager Fausto Burruel, P.E., Public Works Director & Acting Town Engineer Jane Fairall, Town Attorney Project Consultants Psomas 333 East Wetmore Road, Suite 450 Tucson, AZ 85705 520-292-2300 Prime Consultant – All Tasks Marana Regular Town Council Meeting December 20, 2022 Page 137 of 182 December 2022 Streets Facilities Development Fee Study Page ii TABLE OF CONTENTS 1. INTRODUCTION ________________________________________________ 1 2. STREETS FACILITIES FEE CATEGORIES _______________________________ 2 3. STREETS FACILITIES AND FUNDABLE IMPROVEMENTS ____________________ 6 4. DEVELOPMENT FEES FOR STREETS FACILITIES _________________________ 7 5. GUIDANCE ON SPECIAL FEE STUDIES _______________________________ 10 5.1. NEED FOR SPECIAL FEE STUDIES ______________________________________ 10 5.2. TIMING OF SPECIAL FEE STUDIES ______________________________________ 11 5.3. PERSONS PREPARING SPECIAL FEE STUDIES _____________________________ 11 5.4. CONTENT OF SPECIAL FEE STUDIES ____________________________________ 12 6. GUIDANCE ON FEE CREDITS ______________________________________ 13 Appendix A – List of Preparers Appendix B – Assessed Costs by Project and Service Area Marana Regular Town Council Meeting December 20, 2022 Page 138 of 182 December 2022 Streets Facilities Development Fee Study Page iii LIST OF FIGURES FIGURE 1. STREETS FACILITIES BENEFIT AREAS ________________________________ 5 LIST OF TABLES TABLE 1. GROSS FEE BY SERVICE AREA ______________________________________ 6 TABLE 2. RECOMMENDED MAXIMUM STREET FACILITIES FEE _______________________ 8 Marana Regular Town Council Meeting December 20, 2022 Page 139 of 182 December 2022 Streets Facilities Development Fee Study Page 1 1. INTRODUCTION The Town of Marana collects development fees to offset some of the infrastructure costs associated with growth. The Town’s ordinance and fee structure complies with Arizona Revised Statute (ARS) §9-463.05. This report provides revised development fee studies, project lists, and fee schedules necessary to implement the update of its street impact fees. The statute prescribes in detail development fee assessment procedures and programs. It limits the types of “necessary public services” which the fees can fund. A municipality must develop two preliminary products prior to calculating the fees for each service category: a set of land use assumptions and an infrastructure improvements plan (IIP). These documents were adopted by the Town Council on September 20, 2022. As described in the Streets Facilities Infrastructure Improvements Plan (Streets IIP), the Town has three service areas for street improvements. The service areas are shown in Figure 1 on page 5. Note that this figure is slightly different than the one shown in the IIP because of the preexisting exemption for the Dove Mountain development. This Development Fee Report defines terminology and identifies the maximum recommended fees to be collected to fund the Streets IIP. This report is an update of the Streets Facilities Fee Report approved and adopted by Town Council in December 2017. Marana Regular Town Council Meeting December 20, 2022 Page 140 of 182 December 2022 Streets Facilities Development Fee Study Page 2 2. STREETS FACILITIES FEE CATEGORIES Streets facilities fees are assessed based on a development’s size, type, and service area. The fees are divided into eight land use categories including residential, retail, high traffic retail, industrial, general office, medical facility, institutional, and recreation. Residential development and retail/service uses are further refined in subcategories. Definitions for these categories and subcategories are provided here, based on commonly used land use descriptions found in ITE’s Trip Generation publication (ITE). “Single Family Residential” (SFR) refers to all detached or attached residential structures characteristic of a primary residence, even if the residence is subsequently rented. Duplexes, Triplexes, Condominiums, Townhomes, as well as mobile homes and manufactured homes on individual parcels are assessed at the SFR rate. See also ITE Land Use Category 210. “Multi-Family Residential” refers to development where more than a single residential unit occurs on a single lot. This includes apartments, student housing, and mobile home parks. See also ITE Land Use Category 220. “Age Restricted Residential” refers to communities that restrict residents to those who are at least 55 years old with no one in the household under age 18. See ITE Land Use Categories 251 and 252. “Hotel/Motel” refers to temporary lodging facilities including hotels, motels, time shares/fractional shares, and recreational vehicle parks. See ITE Land Use Categories 310, 320, and related categories. “Congregate Care” refers to group housing that is typified by a central eating facility, smaller rooms, and a higher level of care for its tenants. This includes nursing homes, group homes, and other similar uses. See ITE Land Use Category 253. “Retail Services” include myriad land uses providing retail sales, discount sales, and related services. See ITE Land Use Categories 800-899. Marana Regular Town Council Meeting December 20, 2022 Page 141 of 182 December 2022 Streets Facilities Development Fee Study Page 3 “High Traffic Retail” includes, but is not limited to, fast food restaurants, service stations, convenience stores, and high-turnover restaurants. See ITE Land Use Categories 853 and 900-999. “Industrial” uses include all light and heavy industry, industrial parks, manufacturing, warehousing, mini-storage, and utilities. See ITE Land Use Categories 100-199. “Office” includes all office uses, office parks, corporate headquarters, governmental offices, business parks, and research and development (R&D) parks. Doctor, dentist, and veterinary offices, clinics, and urgent care facilities fall under this category instead of medical facilities. See ITE Land Use Category 710 and related categories. “Medical Facility” includes hospitals, micro hospitals, stand-alone emergency rooms, and other similar uses. See ITE Land Use Categories 610 and 630. “Institutional” includes churches, schools, colleges, and universities, cemeteries, libraries, fraternal lodges, and day care centers. See ITE Land Use Categories 500-599. “Recreation” includes parks, camp grounds, golf courses, bowling alleys, movie theaters, racetracks, skating rinks, tennis courts, health/fitness clubs, and community recreational centers. See ITE Land Use Categories 400-499. Additional definitions for terms used in the Streets IIP and in this report include the following: “Equivalent Demand Unit (EDU)” is the demand for streets infrastructure created by a typical single family residence, or SFR. The average vehicle-miles of travel created by a SFR on the arterial/major collector network is one service unit, or EDU. The demand for streets infrastructure for other land uses is the ratio of its demand compared to that of a SFR, expressed in EDU. For example, the EDU/unit for one multi-family residential unit is 0.6 EDU. This definition differs from the Parks Fee study, which uses the ratio of household size (number of occupants) instead. Marana Regular Town Council Meeting December 20, 2022 Page 142 of 182 December 2022 Streets Facilities Development Fee Study Page 4 “Service Unit” means a standardized measure of infrastructure capacity consumption, use, generation or discharge attributable to an individual unit of development calculated pursuant to generally accepted engineering or planning standards for a particular category of necessary public services or facility expansions. In this Fee Report, the terms service unit and EDU are interchangeable. Marana Regular Town Council Meeting December 20, 2022 Page 143 of 182 December 2022 Streets Facilities Development Fee Study Page 5 Figure 1. Streets Facilities Benefit Areas Marana Regular Town Council Meeting December 20, 2022 Page 144 of 182 December 2022 Streets Facilities Development Fee Study Page 6 3. STREETS FACILITIES AND FUNDABLE IMPROVEMENTS A list of proposed streets improvements to be funded between 2023 and 2032 is shown in Table 1 of the Streets IIP. That exhibit, titled “Necessary Streets Facilities, Existing and Future” is hereby incorporated by reference. The list includes projects in each of the three service areas, and total costs of improvements is $213,576,744. The total cost of the improvements is greater than the cost attributable to new development from 2023 to 2032, which totals $110,623,843, as shown in Table 1 below. The table also includes the cost of two updates to the impact fee studies during the 10-year period, estimated at $90,000 each, split proportionally (by EDUs) between the three service areas. These costs are eligible expenditures of development fees pursuant the definitions of necessary public services in A.R.S. §9-463.05(7)G. The table also reflects the exemption of Dove Mountain from the northeast benefit area, including adjusted costs for the projects and the future impact fee (see additional discussion in Section 4). Per the existing agreement, the Town of Marana is responsible for impact fees which would have otherwise been paid by Dove Mountain. Table 1. Gross Fee by Service Area Estimated EDUs by Service Area Project Costs by Service Area Impact Fee Study Costs Total Costs by Service Area Raw Streets Fee Per EDU Northwest 9,618 $55,490,082 $105,813 $55,595,895 $5,780.29 Northeast (excluding Dove Mountain)*1,789 $14,725,469 $19,680 $14,745,149 $8,242.76 Northeast (Dove Mountain)*1,600 $13,170,819 $17,602 $13,188,421 $8,242.76 South 3,355 $27,237,473 $36,905 $27,274,378 $8,130.58 TOTALS 16,362 $110,623,843 $180,000 $110,803,843 N/A *Dove Mountain costs will be borne by the Town of Marana per an existing agreement. See text. Marana Regular Town Council Meeting December 20, 2022 Page 145 of 182 December 2022 Streets Facilities Development Fee Study Page 7 4. DEVELOPMENT FEES FOR STREETS FACILITIES The analysis of maximum recommended fees for the various land use categories, as applied to the three service areas, takes into consideration numerous factors. These include the trip generation rates, percent of primary trips, length of travel on the major collector/arterial system, and the current expected cost of building additional roadway capacity. These factors are inherent in the summary matrix provided in Table 2, which defines the recommended maximum base fee for each combination of land use and service area. (Additional detail is provided in Appendix B.) This table also includes fee offsets for the construction sales tax (CST) as applicable, which was detailed in the IIP. The CST credit described in the Streets IIP is split between the Streets Fee and the Parks Fee. The Parks fee credit is $500 per residential unit for single family, multi-family, and age restricted units and is $100 per unit, room, or 1,000 square feet as applicable for all other uses; the remainder is credited to the Streets Fee. As examples, the recommended maximum base development fees for single family residences are $2,304 for the Northwest service area, $4,767 for the Northeast service area, and $4,655 for the South service area. The recommended maximum fees for other land uses are proportional to their relative EDU factors and allowable offsets. Note that fees for the “Retail and Services” category are assessed on a build-up basis. For example, a 150,000 square foot development in the South service area would be charged $86,025 for the first 15,000 square feet plus $9,800 times 135 for the remaining 135,000 square feet, for a total base fee of $1,409,025. Fees are assessed not only for new capacity, but also for available capacity built in advance by the Town in anticipation of new development. The value of these completed capacity projects is factored into the analysis on a pro rata basis of construction costs and the utilization of these facilities by an expanded population and business base. These projects include portions of Tangerine Road, Twin Peaks Road, Moore Road, Cortaro Road, Silverbell Road, and Ina Road, as shown in Appendix B. Marana Regular Town Council Meeting December 20, 2022 Page 146 of 182 December 2022 Streets Facilities Development Fee Study Page 8 Table 2. Recommended Maximum Street Facilities Fee Northwest Northeast South Northwest Northeast South Residential Single Family Residential Dwelling Unit 1.0 5,780$ 8,243$ 8,131$ 3,476$ 2,304$ 4,767$ 4,655$ Multi-Family Dwelling Unit 0.6 3,468$ 4,946$ 4,878$ 1,392$ 2,076$ 3,554$ 3,486$ Hotel/Motel Rooms 0.5 2,890$ 4,121$ 4,065$ 1,095$ 1,795$ 3,026$ 2,970$ Congregate Care Dwelling Unit 0.2 1,156$ 1,649$ 1,626$ 1,060$ 96$ 589$ 566$ Single Family Residential (age restricted)Dwelling Unit 0.4 2,312$ 3,297$ 3,252$ 3,476$ N/A N/A N/A Multi-Family Residential (age restricted)Dwelling Unit 0.3 1,734$ 2,473$ 2,439$ 1,392$ 342$ 1,081$ 1,047$ Retail and Services **** < 15,000 sf 1000 sf 0.9 5,202$ 7,418$ 7,318$ 1,583$ 3,619$ 5,835$ 5,735$ 54,285$ 87,525$ 86,025$ 1000 sf 1.4 8,092$ 11,540$ 11,383$ 1,583$ 6,509$ 9,957$ 9,800$ High Traffic Retail 1000 sf 1.9 10,983$ 15,661$ 15,448$ 2,186$ 8,797$ 13,475$ 13,262$ Industrial 1000 sf 0.4 2,312$ 3,297$ 3,252$ 2,186$ 126$ 1,111$ 1,066$ General Office 1000 sf 0.8 4,624$ 6,594$ 6,504$ 2,186$ 2,438$ 4,408$ 4,318$ Medical Facility 1000 sf 1.1 6,358$ 9,067$ 8,944$ 4,687$ 1,671$ 4,380$ 4,257$ Institutional 1000 sf 0.3 1,734$ 2,473$ 2,439$ 2,468$ N/A N/A (29)$ Recreation 1000 sf 0.3 1,734$ 2,473$ 2,439$ 2,240$ N/A 233$ 199$ Land Use Category Unit EDUs per Unit Raw Fees*Construction Sales Tax** Base Fees*** >15,000 sf Total fee for first 15,000 sq ft: N/A *Raw fees are the development fees before construction sales tax credits are applied. ** Construction sales tax credit for single family residential, multi-family, single family (age restricted) and multi-family (age restricted) has been reduced by $500 and for all other uses has been reduced by $100 to account for that portion of the CST credit applied to the Parks and Recreational Facilities fee. ***Base fees are the raw fees after applying the construction sales tax credits. ****Retail developments will pay the total fee for the first 15,000 sq ft (as applicable) plus the base fee for their category for each additional square foot of building area. For example, the impact fees for a 150,000-sq ft development in the South benefit area would be $86,025 for the first 15,000 sf plus ($9,800 x 135) for the remaining 135,000 sf, for a total base fee of $1,409,025. Marana Regular Town Council Meeting December 20, 2022 Page 147 of 182 December 2022 Streets Facilities Development Fee Study Page 9 The fees shall be determined by the Town utilizing the land use intensity factors contained in the fee tables, i.e., number of dwelling units or 1000s of square feet of building area. Portions of a development that do not generate traffic impacts may be excluded from the calculation of fees at the discretion of the Town. Examples of such ancillary uses which would not generate traffic impacts include maintenance and storage facilities on a golf course or an outdoor car wash at an auto dealership. Fees shall be assessed to governmental uses including school districts, fire districts, water companies, and public utilities. The Town of Marana is a municipal corporation exempt from streets facilities development fees. The Dove Mountain development is removed in its entirety from the streets facilities development fee northeast benefit area due to a prior agreement between the Town and the developer. This exemption does not alter the technical analysis or the resulting fee calculation. The fee study considers the exemption of approximately 1,300 single family and 500 multi-family dwelling units representing approximately 1600 EDUs anticipated in the Land Use Assumptions for Dove Mountain over the next 10 years. The subtraction of these EDUs does not change the result of the fee analysis because the total fees for the benefit area were reduced accordingly (i.e. the portion which Dove Mountain would have paid was removed from the total). The Town of Marana is obligated to provide any streets facilities project funding which otherwise would have been paid by Dove Mountain. As a matter of sound fiscal policy, the streets fees should be reviewed, and if necessary, adjusted, every two years concurrent with the mandatory biennial audit. At a minimum, upon consideration by the Mayor and Council, adjustment should be made for the Construction Cost Index, which shall not exceed a five percent increase in the fee. Marana Regular Town Council Meeting December 20, 2022 Page 148 of 182 December 2022 Streets Facilities Development Fee Study Page 10 5. GUIDANCE ON SPECIAL FEE STUDIES 5.1. NEED FOR SPECIAL FEE STUDIES In some cases, there will be a need for a special impact fee study because the routine application of the fee table is deemed unfair to either the developer or the Town. This might occur if the projected traffic from a proposed development has a significantly different trip generation rate or trip length, or if there is no strong nexus between the land use and the funded facilities. An example of this would include a student housing project where vehicle use is low, alternate modes are provided, and trip distances are short. Conversely, an industrial use might overburden a roadway structural section such that the roadway design basis used in the fee calculation is exceeded. In such a case, additional structural capacity would be needed for the proposed loading rather than adding travel lanes. One use which is likely to require a special fee study is a logistics facility. These facilities generally dedicate most or all of their floor space to moving product, as opposed to a more typical industrial facility which includes a large amount of space for production and smaller amount of space for shipping/receiving. In addition, logistics facilities are likely to have a higher heavy truck percentage and higher overall trip generation than a “typical” industrial facility of the same size, and therefore, are expected to have a greater impact on the streets network. For these examples (and other unusual situations), either the developer or the Town would request a special impact fee study be conducted. The study could be conducted by a qualified consultant on behalf of the developer, or by Town staff. The Town remains the final decision maker on these matters, including the need for a special study, who conducts it, and its ultimate approval resulting in a modified fee. Marana Regular Town Council Meeting December 20, 2022 Page 149 of 182 December 2022 Streets Facilities Development Fee Study Page 11 5.2. TIMING OF SPECIAL FEE STUDIES Special fee studies may be initiated by a developer or by the Town. In the case of developer-initiated studies, the developer shall submit to the Town a letter of justification prior to conducting a special fee study. The letter shall state the reasons why a special study is necessary. If Town staff concurs that a special study is justified, staff will then decide if the study will be conducted in-house at no cost to the developer, or by a mutually agreed upon and qualified third party, at the expense of the developer. The Town shall render a determination on the request within two weeks of submittal. Special fee studies must be justified, prepared, submitted, and approved (if appropriate) prior to the time when streets facilities development fees are due. Special studies may not be conducted retroactively or after development fees have been paid to the Town. Requests for full or partial refunds after payment of the fees are not allowed. In cases where the Town initiates a special fee study, the Town shall notify the developer in writing not later than four weeks after a developer submits a tentative plat in the case of a subdivision, development plan, or building permit request. The Town shall conduct a special fee study and make a modified fee determination prior to the time fees are due. A developer may appeal the Town’s findings to the Town Council in a manner prescribed by Town ordinances and codes. The Town may not conduct a special study or modify fees retroactively or after development fees have been paid to the Town. In no case shall special fee studies be conducted due to simple disagreement with the Town’s cost estimates, ITE trip generation rates, or projects defined in the Infrastructure Improvements Plan for Streets Facilities. Developer-initiated fee studies will generally be disallowed if the project can readily be reused for other more intense purposes. 5.3. PERSONS PREPARING SPECIAL FEE STUDIES Due to the highly technical nature of development fee calculations, special fee studies shall be prepared by qualified professional(s), as defined by statutes. For studies conducted by a third party on behalf of the developers, the Town shall approve the selection of the person or firm preparing the study in advance of the study’s submittal to the Town. Marana Regular Town Council Meeting December 20, 2022 Page 150 of 182 December 2022 Streets Facilities Development Fee Study Page 12 5.4. CONTENT OF SPECIAL FEE STUDIES Special fee studies may be prepared as a freestanding report or as a supplement to a traffic impact report required by the Town as a precondition of development approval. Special fee studies shall include the following elements: · Introduction describing the project location, land use, and intensity. State the assigned Marana case number. · Justification for the Study, which may be a reiteration of the approved letter of request. · Technical analysis of the elements of fee basis, resulting in a new or revised EDU calculation used to estimate the impact fee. The technical analysis may consider the existing uses of the site. · Detailed cost estimate of proposed development to determine construction cost credit. This cost estimate may ultimately be utilized by the Town for building permitting use. · Recalculation of the proposed Streets facilities development fee to be paid by the developer, based on the revised EDU calculation. The fee recalculation may also consider credits for prior Streets facilities development fee payments to the Town and existing uses on the site. · Summary of findings, briefly restating the contents of the study. · Appendices, providing any supporting information such as field data, technical publications, and market information. Include copies of the letter of request for a special study and the approval of the request. · Seal of professional registrant as required by R4-30-304, Use of Seals, Arizona State Board of Technical Registration. Marana Regular Town Council Meeting December 20, 2022 Page 151 of 182 December 2022 Streets Facilities Development Fee Study Page 13 6. GUIDANCE ON FEE CREDITS Fee credits are allowed under three circumstances: Credit for Prior Fees. If a streets facilities development fee has been paid previously to the Town for an approved development on the same site, the Town shall adjust the amount of the new impact fee due by subtracting the previous payment amount, uninflated, from the total due. Credit for Existing Uses. The demand for roadway capacity from a conforming developed site may be subtracted from the impacts of a proposed new use or reuse in a special fee study. Replacement of existing conforming uses of the same type and scale (number of EDU) will have no fee assessed. Credit shall not be given for nonconforming existing uses under any circumstances. Credit for Improvements in the IIP. A developer may be credited for making improvements contained in the IIP at an amount not greater than the estimated cost contained in the most current IIP, which includes right-of-way costs. Partial improvements shall be credited on a pro rata basis as determined by the Town. Dedications-of-rights of way only shall be credited based on the presumptive right-of-way unit costs used in the preparation of the Streets IIP, which is $45,000 per acre. Marana Regular Town Council Meeting December 20, 2022 Page 152 of 182 Appendix A List of Preparers Psomas Alejandro Angel, PhD, P.E., PTOE, RSP2i Darlene Danehy Yellowhair, P.E., PTOE, ENV SP, RSP2i Staff Participants Fausto Burruel, P.E., Public Works Director & Acting Town Engineer Jane Fairall, Town Attorney Marana Regular Town Council Meeting December 20, 2022 Page 153 of 182 Appendix B Assessed Costs by Project and Service Area Road Project Project Type # of Lanes Classification Volume Before Improvement s Existing Volume (veh/day) Existing Capacity (veh/day) Future Volume (veh/day) Future Capacity (veh/day) Traffic from Development % of Capacity used by development Total Improvement Costs Cost of New Two-Lane Roadway Outstanding Impact Fee Credits / Debt Service Cost of Vehicular Improv (80%) Cost of bike/ped improv (20%) Cost Attributable to Develoment = (Vehicular Cost * % Capacity used) + 100% of ped/bike improvements Marana Main Street Sandario Rd Grier Rd New 2 Collector 0 0 N/A 3,000 13,990 3,000 21%3,255,000$ 3,255,000$ Marana Main Street Tangerine Farms Rd Sandario Rd Legacy 2 Collector 0 1,000 16,730 4,300 16,730 3,300 20%873,000$ 873,000$ Tangerine Farms Road I-10 (Tangerine TI)Clark Farms Legacy 4 Arterial 0 13,500 37,610 27,500 37,610 14,000 37% Clark Farms Riccati Dr Despain Dr Legacy 3 Collector 0 3,200 17,567 8,700 17,567 5,500 31% Tangerine Farms Road Clark Farms I-10 (Marana TI)New 4 Arterial 0 0 N/A 10,000 30,620 10,000 33% 15,977,000$ 7,484,400$ 7,484,400$ Marana Road Interchange, Phase 1 N/A N/A Interchange Reconstruct N/A N/A N/A N/A N/A N/A N/A N/A 100% 6,753,000$ 6,753,000$ Clark Farms Despain Dr Lon Adams Rd New 3 Collector 0 0 N/A 10,000 14,690 10,000 68%4,520,000$ 3,616,000$ 904,000$ 3,365,622$ Clark Farms Lon Adams Rd Tangerine Farms Rd New 4 Collector 0 0 N/A 9,000 30,620 9,000 29% 25,313,000$ 11,774,700$ 11,774,700$ Adonis Road Grier Rd Tangerine Rd New 2 Collector 0 0 N/A 10,000 15,930 10,000 63%20,601,000$ 16,480,800$ 4,120,200$ 14,465,963$ Tangerine Road Interchange N/A N/A Interchange Reconstruct N/A N/A N/A N/A N/A N/A N/A N/A 100% 4,500,000$ 4,500,000$ Tangerine Road, Phase 1 Dove Mountain Blvd Town Limits Completed Capacity 4 Arterial 14,444 15,400 37,610 20,400 37,610 5,000 13% 6,189,000$ 4,951,200$ 1,237,800$ 1,896,029$ Tangerine Road, Phase 2 I-10 (Tangerine TI) Dove Mountain Blvd Improvement 4 Arterial N/A 8,000 16,730 14,000 37,610 6,000 16% 42,537,000$ 34,029,600$ 8,507,400$ 13,936,211$ Twin Peaks Road Lambert Ln Tangerine Rd Completed Capacity 4 Arterial 0 16,000 37,610 23,500 37,610 23,500 62%3,642,259$ 3,642,259$ Moore Road Camino De Oeste Thornydale Rd Completed Capacity 2 Collector 0 3,000 13,990 7,000 16,730 7,000 42%291,788$ 291,788$ Cayton Road Dove Mountain Blvd Thornydale Rd New 2 Collector 0 0 N/A 5,400 13,990 5,400 39% 6,630,000$ 6,630,000$ Tangerine Road Interchange N/A N/A Interchange Reconstruct N/A N/A N/A N/A N/A N/A N/A N/A 100% 1,500,000$ 1,500,000$ Twin Peaks Interchange N/A N/A Legacy N/A N/A N/A N/A N/A N/A N/A N/A 100% Twin Peaks Road I-10 Lambert Ln Legacy 4 Arterial 0 22,000 37,610 33,000 37,610 11,000 29% Twin Peaks Road/Rattlesnake Pass Saguaro Highlands Dr Silverbell Rd Expansion 4 Collector N/A 12,500 16,730 22,700 37,610 10,200 27% 18,001,838$ 14,401,470$ 3,600,368$ 7,506,111$ Cortaro Road I-10 Camino de Oeste Completed Capacity 4 Arterial 23,000 25,000 37,610 29,000 37,610 4,000 11% 8,134,735$ 6,507,788$ 1,626,947$ 2,319,081$ Silverbell Road Ina Rd Cortaro Rd Completed Capacity 4 Arterial 9,800 14,000 37,610 22,500 37,610 8,500 23% 21,068,682$ 16,854,946$ 4,213,736$ 8,023,017$ Ina Road I-10 Silverbell Rd Completed Capacity 4 Arterial 12,848 26,000 16,730 32,300 37,610 6,300 17% 9,000,000$ 7,200,000$ 1,800,000$ 3,006,062$ Silverbell Road Ina Rd Sunset Rd Expansion 4 Arterial N/A 10,000 16,730 16,000 37,610 6,000 16% 8,013,159$ 6,410,527$ 1,602,632$ 2,625,316$ Limits Northwest3,018,397$ 3,018,397$ NortheastSouth3,757,886$ 3,757,886$ Marana Regular Town Council Meeting December 20, 2022 Page 154 of 182 Water Infrastructure, Water Resources, and Water Reclamation Impact Fee Report Final Draft Report / December 8, 2022 TOWN OF Marana Marana Regular Town Council Meeting December 20, 2022 Page 155 of 182 Marana Regular Town Council Meeting December 20, 2022 Page 156 of 182 227 W. Trade Street, Suite 1400 Charlotte, NC 28202 www.raftelis.com December 8, 2022 Ms. Jing Luo, PhD, PE Director Marana Water Department Town of Marana 11555 W. Civic Center Dr. Tucson, AZ 85653 Subject: Draft Water Infrastructure, Water Resources, and Water Reclamation Impact Fee Report Dear Ms. Luo, Raftelis is pleased to provide this Draft Water Infrastructure, Water Resources, and Water Reclamation Impact Fee Report (Report) for the Town of Marana (Town) to determine utility impact fees to recover the cost of serving new development within the Town. The Town’s utility impact fees were last updated in 2017. The Town anticipates a rapid pace of growth over the next 10 years and needed to revise its impact fees to ensure that the costs of providing water infrastructure, water resources, and water reclamation service to these new customers are appropriately recovered from them. We have carefully reviewed the Town’s infrastructure improvements plans (IIP) and Land Use Assumptions (LUA) documents to understand the growth and capacity required to serve new development over the next 10 years. Based on these documents, discussions with Town staff and other Town consultants , we have applied industry standard methodologies to determine utility impact fees which comply with Arizona Revised Statutes (ARS) § 9-463.05. This report summarizes the key findings and recommendations related to the development of the impact fees. It has been a pleasure working with you, and we thank you and Town staff for the support provided during the course of this study. Sincerely, Todd Cristiano Collin Drat Senior Manager Manager Marana Regular Town Council Meeting December 20, 2022 Page 157 of 182 DRAFT WATER , INFRASTRUCTURE, WA TER RESOURCES AND WA TER RECLAMATION IMPACT FEE STUDY REPORT Table of Contents 1. Executive Summary ..............................................................................................................1 1.1. Introduction ........................................................................................................................................ 1 1.2. Findings and Conclusions ................................................................................................................. 1 2. Introduction ...........................................................................................................................3 2.1. Report Organization and Relationship to Other Reports .................................................................. 3 2.2. Impact Fee Methodology ................................................................................................................... 3 2.3. Reliance on External Data ................................................................................................................. 4 3. Water Infrastructure Fees .....................................................................................................5 3.1. Benefit Areas ..................................................................................................................................... 5 3.2. Water Infrastructure EDUs ................................................................................................................ 5 3.3. Water Infrastructure Impact Fee Costs ............................................................................................. 6 3.4. Water Infrastructure Fees and Projected Revenue ........................................................................... 7 4. Water Resources Fees ........................................................................................................ 10 4.1. Benefit Areas ................................................................................................................................... 10 4.2. Water Resources EDUs .................................................................................................................. 10 4.3. Water Resources Impact Fee Costs ............................................................................................... 10 4.4. Water Resources Fees and Projected Revenue ............................................................................. 12 5. Water Reclamation Fees ..................................................................................................... 15 5.1. Benefit Areas ................................................................................................................................... 15 5.2. Water Reclamation EDUs ............................................................................................................... 15 5.3. Water Reclamation Impact Fee Costs ............................................................................................ 15 5.4. Water Reclamation Fees and Projected Revenue .......................................................................... 17 Appendix A – Debt Service Schedules Appendix A1 – WRF Expansion Debt Service Schedule Appendix A2 – Recharge Basins Expansion Debt Service Schedule Marana Regular Town Council Meeting December 20, 2022 Page 158 of 182 DRAFT WATER , INFRASTRUCTURE, WA TER RESOURCES AND WA TER RECLAMATION IMPACT FEE STUDY REPORT List of Tables Table 1: Comparison of Existing and Calculated Fees ........................................................................................ 2 Table 2: Water Infrastructure Benefit Areas ......................................................................................................... 5 Table 3: Water Infrastructure EDUs by Benefit Area ........................................................................................... 6 Table 4: Water Infrastructure Impact Fee Costs .................................................................................................. 7 Table 5: Water Infrastructure Impact Fee per EDU ............................................................................................. 8 Table 6: Water Infrastructure Impact Fees by Meter Size ................................................................................... 9 Table 7: Water Infrastructure Impact Fee Revenue Projection ............................................................................ 9 Table 8: Water Resources EDUs ....................................................................................................................... 10 Table 9: Water Resources Impact Fee Costs .................................................................................................... 12 Table 10: Water Resources Impact Fee per EDU ............................................................................................. 13 Table 11: Water Resources Impact Fees by Meter Size ................................................................................... 14 Table 12: Water Resources Impact Fee Revenue Projection ............................................................................ 14 Table 13: Water Reclamation EDUs .................................................................................................................. 15 Table 14: Water Reclamation Impact Fee Costs ............................................................................................... 17 Table 15: Water Reclamation Fee per EDU....................................................................................................... 18 Table 16: Water Reclamation Impact Fees by Meter Size ................................................................................ 19 Table 17: Water Reclamation Impact Fee Revenue Projection ......................................................................... 19 Marana Regular Town Council Meeting December 20, 2022 Page 159 of 182 DRAFT WATER , INFRASTRUCTURE, WA TER RESOURCES AND WA TER RECLAMATION IMPACT FEE STUDY REPORT This page intentionally left blank to facilitate two-sided printing. Marana Regular Town Council Meeting December 20, 2022 Page 160 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 1 1. Executive Summary 1.1. Introduction The Town of Marana (Town) retained Raftelis to conduct a comprehensive update to its water infrastructure, water resources, and water reclamation impact fees pursuant to the requirements of Arizona Revised Statutes (ARS) § 9-463.05 (Statute). These fees were last updated in 2017. The requirements of the Statute include 3 major components to determine fees: 1. Land Use Assumptions (LUA) Report, which identifies the level of residential and non-residential growth anticipated in the Town’s utility service area from January 1, 2023 to December 31, 2032 (the Study Period). This document was developed by the Town and Psomas. 2. Infrastructure Improvements Plan (IIP) Reports, which identifies the current and future facilities required to serve development identified in the LUA. The Town retained Westland Resources, Inc. to develop the water infrastructure and water resources IIP (Water IIP) and HDR to develop the water reclamation IIP (Sewer IIP). 3. Impact Fee Report (Fee Report), the subject of this document, which outlines the calculation of impact fees, which will appropriately recover the costs of the identified infrastructure improvements to support growth throughout the Study Period. This report includes updates to the following fees: Water Infrastructure Impact Fees. These fees recover the cost of water system improvement to serve new development within the North Marana, Twin Peaks, and Saguaro Bloom benefit areas. Water Resources Impact Fees. These system-wide fees recover the cost to secure water resources for new customers, which include 50% of the Town’s water reclamation facility (WRF), whose effluent is used for groundwater recharge, and the cost of acquiring additional water resources. Currently, reclaimed water/effluent makes up 22% of Marana’s designation of assured water supply authorized by Arizona Department of Water Resources (ADWR). Water Reclamation Impact Fees. These system-wide fees recover the cost incurred to provide wastewater collection and treatment services to new customers within Marana’s Water Reclamation Designated Management Area (DMA) and includes the cost wastewater collection system improvements, and 50% of the cost of the Town’s WRF. 1.2. Findings and Conclusions Arizona Revised Statutes §9-463.05 (Statute) identifies the specific requirements for municipalities to assess impact fees. Impact fees can only be calculated and assessed for expansion-related existing or proposed improvements included in an approved IIP. The IIP must be tied to the LUA or growth projections that are tied to the service area in which fees will be enacted. The Statute also provides for strict notification, public hearing, and imp lementation schedules, among other provisions. Marana Regular Town Council Meeting December 20, 2022 Page 161 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 2 This fee report describes the methodology used to determine impact fees which recover the cost of growth anticipated in the Town over the next ten years (2023 – 2032). The proposed fees are anticipated to be effective 75 days after they are formally adopted by the Town Council. Table 1 compares the existing and calculated fees. The fees calculated in this report represent supportable fees under the Statute. The Town may choose to adopt fee levels up to these amounts and still be within the legal requirements of the Statute. Table 1: Comparison of Existing and Calculated Fees Description Water Infrastructure Water Resources [1] Water Reclamation North Marana Twin Peaks Saguaro Bloom Existing 5/8" [1] $ 2,331 $ 2,740 $ 838 $ 3,050 $ 3,930 3/4" [1] 3,497 4,110 1,257 4,575 5,895 1" 5,828 6,850 2,095 7,626 9,824 1 1/2" 11,656 13,700 4,189 15,251 19,648 2" 18,650 21,920 6,703 24,402 31,437 Calculated Fee 5/8" [1] $ 3,356 $ 2,967 $ 838 $ 5,358 $ 4,995 3/4" [1] 5,033 4,450 1,257 8,036 7,493 1" 8,388 7,416 2,095 13,394 12,488 1 1/2" 16,776 14,832 4,189 26,787 24,975 2" 26,841 23,731 6,703 42,859 39,960 Change 5/8" $ 1,025 $ 227 $ - $ 2,308 $ 1,065 3/4" 1,536 340 - 3,461 1,598 1" 2,560 566 - 5,768 2,664 1 1/2" 5,120 1,132 - 11,536 5,327 2" 8,191 1,811 - 18,457 8,523 [1] Water meter sizes are determined by the total number of fixtures. In cases where the number of fixtures may be served by a 5/8” meter, but a ¾” meter is required ONLY for the purpose of providing adequate flows for a residential sprinkler system, the Town will charge a Water Resources impact fee based on a 5/8” meter. Marana Regular Town Council Meeting December 20, 2022 Page 162 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 3 2. Introduction 2.1. Report Organization and Relationship to Other Reports Our report to the Town includes the following sections: 1. Executive Summary 2. Introduction 3. Water Infrastructure Fees 4. Water Resources Fees 5. Water Reclamation Fees The recommendations outlined in this report are based on information from the Town’s Water and Sewer IIP reports. References to those reports are made throughout and this report is intended to be read alongside those reports. 2.2. Impact Fee Methodology Impact fees are one-time fees assessed to new development in the Town to fund the additional capacity required to serve new development; the impact fee represents the unit cost of this capacity. The Statute states that a municipality may assess fees to offset the costs to provide necessary public services. This includes the cost of infrastructure, improvements, property, architectural services, financing and professional services to develop the fees. Under Arizona law the development of the fees must meet the following requirements:  Provide a beneficial use to the development  Fees must be calculated based on an IIP  Fees must not exceed the proportionate share of capacity costs of public facilities, based on service units, needed to provide the necessary public services to the development  Costs for necessary public service shall not exceed the current level of service (LOS)  Fees may only be used to fund projects identified in the approved infrastructure improvements plan for expansion-related facilities. Fee cannot be used to correct existing deficiencies or to fund operating expenses. An impact fee is designed to recover the capital cost of system capacity dedicated to or “used up” by new development. There are three generally accepted methodologies used to calculate impact fees. They are described below.  Recoupment (Buy-in). New development pays its proportionate share of existing facilities that have available capacity to serve growth. Revenue from these fees is ‘recouped’ by existing rate payers thereby compensating them for their initial investment to serve existing and future growth.  Incremental Expansion. This method develops the existing level of service for each of the facilities based on specific characteristics of the facility. It is assumed there are no existing deficiencies or future capacity in facility infrastructure. New development pays for its proportionate share of growth-related facilities that is sufficient to maintain current LOS standards. Revenue from fees under incremental expansion will be reserved for funding future development. Marana Regular Town Council Meeting December 20, 2022 Page 163 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 4  Hybrid. This method considers the amount and cost of available capacity along with the cost and amount of future capacity. The available capacity costs and future capacity costs are divided by the sum of available and projected capacity to calculate the unit costs (per EDU) of the service. For this study, Raftelis used the following approaches for each impact fee:  Water Infrastructure – Incremental  Water Resources – Hybrid  Water Reclamation – Hybrid 2.3. Reliance on External Data Throughout the project, the Town provided Raftelis with a variety of information including financial reports and projected capital expenditures for each fee area. Raftelis has reviewed the data for reasonableness and general representation of cost and related activities. Raftelis did not independently assess or verify the accuracy of such data – historic or projected. We have relied on this data in the formulation of our findings and recommendations, as well as in the preparation of this report. After the projects are completed, there will be differences between actual and projected data, and the differences will be reconciled in a future impact fee study. Raftelis takes no responsibility for the accuracy of the costs and/or projections provided by or prepared on behalf of the Town by others, nor does Raftelis have any responsibility for updating this report for events occurring after this report has been finalized. The primary sources of information relied upon for this report are the “Water Facilities Infrastructure Improvement Plan” (Water IIP) prepared by Westland Resources, Inc and the “Wastewater Facilities Infrastructure Improvement Plan (Sewer IIP)” prepared by HDR. Marana Regular Town Council Meeting December 20, 2022 Page 164 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 5 3. Water Infrastructure Fees 3.1. Benefit Areas Currently, the Town’s water service area is comprised of seven (7) individual water systems: 1. North Marana 2. Tangerine Business Park 3. Hartman Vistas 4. Picture Rocks 5. Marana Airport 6. Saguaro Bloom 7. Palo Verde In addition to these 7 water systems, the Town also wheels water to customers through the City of Tucson’s (City) water system, pursuant to an intergovernmental agreement (IGA) with the City. The Town’s water system will become increasingly interconnected as the improvements are completed. Accordingly, many of the identified projects will benefit more than one water system. To recognize these shared benefits, the Water IIP consolidates the 7 water systems to the 5 benefit areas identified in Table 2 below. The Town’s Water IIP identifies infrastructure improvements in 5 water systems (North Marana, Tangerine Business Park, Hartman Vista, Picture Rocks, and Marana Airport) only. No infrastructure improvements have been identified for Palo Verde or the IGA area. The fee for the Saguaro Bloom benefit area recovers the cost of debt issued by the Town to fund growth related infrastructure improvements. The existing Saguaro Bloom fees will continue to be collected until the previous cost/debt is repaid. Table 2: Water Infrastructure Benefit Areas Water Systems Benefit Areas North Marana North Marana Tangerine Business Park Hartman Vistas Twin Peaks Picture Rocks Marana Airport Saguaro Bloom Saguaro Bloom Palo Verde Palo Verde IGA IGA Source(s): Water IIP p. 1-2 3.2. Water Infrastructure EDUs The Town’s water system must deliver water to customers at appropriate pressures under average and peak conditions. The projects identified in the Water IIP are based on engineering design criteria which are: 1) the same for all benefit areas and 2) the same for new customers as for existing customers.1 The level of service for the 1 See Water IIP p. 2-4 for further detail on level of service for water customers. Marana Regular Town Council Meeting December 20, 2022 Page 165 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 6 Town’s water systems is expressed in terms of equivalent dwelling units (EDUs) with one EDU equal to the demand of one single family residence. The Town’s LUA report projects the level and type of development which is anticipated to occur over the Study Period. Using these projections, the Water IIP then develops a projection of EDUs for the Study Period. Table 3 identifies the projected number of EDUs by benefit area. The total number of EDUs included in the Water IIP is 12,205. While the Water IIP anticipates 850 additional EDUs in the Saguaro Bloom water system and 546 EDUs in the IGA area, there are no water infrastructure projects associated with these benefit areas. Accordingly, only 10,809 EDUs are included as the basis for the water infrastructure impact fee calculation. Table 3: Water Infrastructure EDUs by Benefit Area IIP Benefit Areas Study Period Growth North Marana 8,821 Twin Peaks 1,988 Saguaro Bloom 850 Palo Verde - IGA 546 Grand Total 12,205 Source(s): Water IIP Table 4 3.3. Water Infrastructure Impact Fee Costs Expansion-related capital costs include the cost of infrastructure improvements required to support growth in the two benefit areas, as well as other costs which support the funding and delivery of these improvements. In both cases the costs represent the incremental costs to serve new development during the Study Period. Table 4 lists the 15 expansion-related projects that are required to serve the EDUs added over the Study Period. Projects 1-6 will address development needs throughout both the North Marana and Twin Peaks benefit areas. The remaining projects are specific to supporting growth in either the North Marana benefit area or the Twin Peaks benefit area. The cost of projects 1 through 4 will be 50% funded through the water infrastructure impact fee with the remainder funded through water rates or other funding sources. The Marana Park Reservoir project, which partially addresses an existing deficiency, will be partially funded through impact fees and a partially forgivable WIFA loan, which will be repaid through water rates. This is in proportion to the storage deficiency in the North Marana benefit area. The Town has been approved for another WIFA loan for the Twin Peaks and Picture Rocks interconnect projects. This loan includes $3,454,431 in principal forgiveness, with the balance ($1,000,982) funded by the water infrastructure impact fee. All other projects will be 100% impact fee funded. In addition to the infrastructure improvements identified above, there are three other costs which will be recovered via the water infrastructure impact fee. The Town issued bonds to construct improvements to support development in the Hartman Vistas water system (included in the consolidated Twin Peaks benefit area). The remaining payments for these bonds total $1,573,010 and will be recovered via the Twin Peaks impact fee. Costs for a water system master plan ($150,0002) and the next impact fee study ($60,000), have also been included for both the North Marana and Twin Peaks benefit areas. 2 Per Water IIP p. 22 Marana Regular Town Council Meeting December 20, 2022 Page 166 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 7 Table 4: Water Infrastructure Impact Fee Costs # Description Total Cost % Fee Funded $ Included Project Costs 1 50% Airport Connection to NRWWDS Pipeline $ 4,050,163 50% $ 2,025,081 2 50% Partnered NRWWDS Project 7,471,788 50% 3,735,894 3 50% Marana Booster at NRWWDS 4,215,549 50% 2,107,775 4 50% Blending Plan 120,000 50% 60,000 5 B-Zone Booster and Transmission Line 4,413,278 100% 4,413,278 6 B-Zone Reservoir 617,700 100% 617,700 7 C-Zone Booster 1,819,375 100% 1,819,375 8 Tangerine 16" with Break Tanks 5,307,960 100% 5,307,960 9 Tangerine 16" at I-10 2,634,128 100% 2,634,128 10 Marana Park Well 991,302 100% 991,302 11 Marana Park Reservoir 4,566,723 78% 3,566,723 12 Sanders Road 24” Pipeline 4,878,502 100% 4,878,502 13 Twin Peaks/Picture Rocks Interconnect 4,455,413 22% 1,000,982 14 Honea East Well 216,550 100% 216,550 15 Heritage Park Water Plant 5,328,123 100% 5,328,123 Subtotal: Project Costs $ 51,086,554 76% $ 38,703,373 Other Costs 16 Master Plan $ 150,000 100% $ 150,000 17 Impact Fee Study 60,000 100% 60,000 18 Hartman Debt Service Reimbursements 1,573,010 100% 1,573,010 Subtotal: Other Costs $ 1,783,010 $ 1,783,010 Total Water Impact Fee Costs $ 52,869,564 $ 40,486,383 Source(s): Project Costs (Water IIP Table 18), Hartman Vistas Debt and Master Plan (Water IIP p. 22) 3.4. Water Infrastructure Fees and Projected Revenue Table 5 shows the water infrastructure impact fee calculation per EDU. As noted above, the Water IIP has identified water infrastructure projects for the North Marana and Twin Peaks benefit areas only. Projects which support growth in both benefit areas have been allocated to each benefit area in proportion to the projected Study Period EDUs. North Marana represents 82% of the Study Period EDUs of the North Marana and Twin Peaks benefit areas combined. Accordingly, the North Marana fee has been allocated 82% of these costs, with the balance (18%) included in the Twin Peaks fee. The remaining projects have been allocated directly based on the benefit area they support. The master plan ($150,000) and the impact fee study ($60,000) will support both benefit areas and have been allocated in proportion to Study Period EDUs. The calculation also includes a credit for the fund balance in the water infrastructure impact fee fund. This balance represents the difference between the fees which have been collected to date and the project costs which have been incurred and provides credit for funds collected in previous years in advance of the projects being constructed. As noted above, the project costs indicated below represent the incremental cost to serve the Study Period EDUs only. Accordingly, the fee per EDU is calculated by summing the costs, by benefit area, and dividing by the incremental Study Period EDUs. Marana Regular Town Council Meeting December 20, 2022 Page 167 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 8 Table 5: Water Infrastructure Impact Fee per EDU Description System-Wide North Marana Twin Peaks Impact Fee Costs 50% Airport Connection to NRWWDS Pipeline $ 2,025,081 $ 1,652,627 [1] $ 372,455 [1] 50% Partnered NRWWDS Project 3,735,894 3,048,785 [1] 687,109 [1] 50% Marana Booster at NRWWDS 2,107,775 1,720,111 [1] 387,664 [1] 50% Blending Plan 60,000 48,965 [1] 11,035 [1] B-Zone Booster and Transmission Line 4,413,278 3,601,584 [1] 811,694 [1] B-Zone Reservoir 617,700 504,092 [1] 113,608 [1] C-Zone Booster 1,819,375 - 1,819,375 Tangerine 16" with Break Tanks 5,307,960 5,307,960 - Tangerine 16" at I-10 2,634,128 2,634,128 - Marana Park Well 991,302 991,302 - Marana Park Reservoir 3,566,723 3,566,723 - Sanders Road 24” Pipeline 4,878,502 4,878,502 - Twin Peaks/Picture Rocks Interconnect 1,000,982 - 1,000,982 Honea East Well 216,550 216,550 - Heritage Park Water Plant 5,328,123 5,328,123 - Master Plan 150,000 122,412 [1] 27,588 [1] Impact Fee Study 60,000 48,965 [1] 11,035 [1] Hartman Debt Service Reimbursements 1,573,010 - 1,573,010 Total Impact Fee Costs $ 40,486,383 $ 33,670,829 $ 6,815,554 Divided by: New EDUs 10,809 8,821 1,988 Equals: Infrastructure Cost per EDU $ 3,817 $ 3,428 Less: Balance on 8/23/2022 $ 4,993,825 $ 4,075,357 [1] $ 918,468 [1] Divided by: New EDUs 10,809 8,821 1,988 Equals: Credit for Balance per EDU $ 462 $ 462 Water Infrastructure Fee per EDU (Infrastructure Cost - Balance) $ 3,355 $ 2,967 Source(s): Impact Fee Costs (Table 4), Balance on 8/23/2022 (per Town), EDUs (Table 3) [1] Split proportionate to EDUs Table 6 indicates the calculated water infrastructure impact fees. The Town’s fee structure is based on water meter size, with a 5/8” meter representing the size for a 1 EDU customer. The fee is scaled up based on the capacity of each larger size meter, relative to the 5/8” meter size based on meter flow equivalency ratios from the American Water Works Association (AWWA) and rounded to the nearest $1. As noted above, the water infrastructure impact fees for Saguaro Bloom will remain at their current levels. Marana Regular Town Council Meeting December 20, 2022 Page 168 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 9 Table 6: Water Infrastructure Impact Fees by Meter Size Size Ratio [1] North Marana Twin Peaks Saguaro Bloom 1 EDU 1 $ 3,355 $ 2,967 $ 838 Calculated Fee by Size (Rounded) 5/8" 1 $ 3,356 $ 2,967 $ 838 3/4" 1.5 5,033 4,450 1,257 1" 2.5 8,388 7,416 2,095 1 1/2" 5 16,776 14,832 4,189 2" 8 26,841 23,731 6,703 3" 15 50,327 44,496 13,408 4" 25 83,878 74,159 20,950 6" 50 167,756 148,318 41,900 8" 80 268,410 237,308 67,040 Source(s): Fee per EDU (Table 5) [1] AWWA Manual M1, 7th Edition p. 386 Table 7 illustrates the impact fee revenue that will be realized over the Study Period if development occurs at the pace identified in the Town’s LUA report and Water IIP. Table 7: Water Infrastructure Impact Fee Revenue Projection Year North Marana Twin Peaks Total Revenue EDUs Fee Revenue EDUs Fee Revenue 2023 837 $ 3,356 $ 2,808,972 228 $ 2,967 $ 676,476 $ 3,485,448 2024 837 3,356 2,808,972 229 2,967 679,443 3,488,415 2025 837 3,356 2,808,972 229 2,967 679,443 3,488,415 2026 837 3,356 2,808,972 229 2,967 679,443 3,488,415 2027 837 3,356 2,808,972 229 2,967 679,443 3,488,415 2028 927 3,356 3,111,012 168 2,967 498,456 3,609,468 2029 927 3,356 3,111,012 169 2,967 501,423 3,612,435 2030 927 3,356 3,111,012 169 2,967 501,423 3,612,435 2031 927 3,356 3,111,012 169 2,967 501,423 3,612,435 2032 928 3,356 3,114,368 169 2,967 501,423 3,615,791 Total 8,821 $ 29,603,276 1,988 $ 5,898,396 $ 35,501,672 Source(s): Fee per EDU (Table 6), EDUs (Water IIP Table 4) Marana Regular Town Council Meeting December 20, 2022 Page 169 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 10 4. Water Resources Fees 4.1. Benefit Areas The water resources fee is a system-wide fee because the need for water resources is the same per EDU, regardless of where that EDU is located. Accordingly, the water resources fee recommended in this report (described in further detail below) is the same for all water systems including the IGA areas. 4.2. Water Resources EDUs The Water IIP identifies an average day demand of 270 gallons per day (gpd) of renewable water resources for 1 EDU. The anticipated growth of 12,205 EDUs will increase the Town’s water resource needs to 7,371 acre-feet per year (AFY). The Town will meet the needs of existing and new customers from three sources: recharge of the effluent from the Town’s Water Reclamation Facility (WRF), the purchase of Non-Indian Agricultural Central Arizona Project water (NIA/CAP), and the purchase of renewable water supplies with a 100-year assurance. The projected EDUs which can be served from each source are indicated in Table 8. Note that the EDUs for the Marana WRF represent the full capacity of the plant (including a 1.5 mgd expansion), in recognition of all the customers (existing and future) who will benefit from the renewable water supply provided by the WRF. Table 8: Water Resources EDUs Description Acre-Feet GPD GPD/EDU EDUs Marana WRF (Phase I&II) 3,360 3,000,000 270 11,111 NIA/CAP 242 216,044 270 800 Add'l Water Resources 773 690,090 270 2,556 Total 4,375 3,906,134 14,467 Source(s): Water IIP p. 24-26 4.3. Water Resources Impact Fee Costs In order to calculate the per EDU (unit) cost of water resources, the cost of the water reclamation facility (WRF) acquisition and expansion, the cost of recharge basins, the cost of acquiring renewable water supply, and the costs supporting the funding and delivery of renewable resources are included to calculate the total costs. This total cost represents the total cost to serve all customers (existing and new). Then the unit cost is calculated by dividing the total cost by total customers benefiting from these projects. 4.3.1. WATER RECLAMATION FACILITY (WRF) COSTS In addition to its water reclamation function, the Town’s WRF also serves as a source of renewable water supply. As indicated above, the Town’s WRF (Phase I & II) will meet 3,360 acre-feet of the projected water resources needs for Town customers. The treated effluent (reclaimed water) from the WRF will be recharged generating groundwater recharge credits, which are an important source of the Town’s water supply. Currently, reclaimed water/treated effluent represents 22% of Marana’s designation of assured water supply authorized by Arizona Department of Water Resources (ADWR). The existing WRF has a capacity of 1.5 million gallons per day (mgd) and was acquired and expanded to its current capacity at a cost of $50.5 million. The Town’s General Fund contributed $3.1 million, reducing the cost to Marana Regular Town Council Meeting December 20, 2022 Page 170 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 11 $47.4 million. The remaining funding came from a combination of loans from the Town’s Transportation, Water, and Wastewater Funds. The loans include the cost of the original acquisition (2013), the expansion to 1 .5 mgd (2017A) and the recharge project (2017C). The total cost of the existing WRF and recharge basins, including the cost of financing the project, is $80.4 million. The Town’s $3.1 million contribution reduces the cost to be recovered from impact fees to $77.3 million. As noted in the Water IIP (p. 25) and the Sewer IIP (p. 14), the WRF is projected to reach capacity by 2027. Accordingly, the Sewer IIP recommends a 1.5 mgd (Phase II) expansion to the WRF by 2027. The design and construction cost of the 1.5 mgd WRF and recharge basin expansion is $43.2 million.3 The total cost, including the projected cost to finance the project is $69.3 million.4 As noted above, the WRF serves a dual role for water reclamation and as a source of renewable water supply. Accordingly, 50% of the WRF costs have been included in the water resources fee and 50% have been included in the water reclamation fee described in Section 5 of this report. 4.3.2. ADDITIONAL WATER RESOURCES COST Over the Study Period the Town will acquire an additional 1,015 AFY of water supplies from NIA/CAP and the purchase of renewable water supplies with a 100-year assurance. The Water IIP includes the cost of 242 AFY5 of NIA/CAP water at a cost of $1,072,743 over the Study Period. The remaining renewable resource acquisition included in the Water IIP is 773 AFY of market purchases which are available from a variety of potential water sources. The purchase will provide 773 AFY, for 100 years, at an estimated cost of $11,500 per acre-foot. 6 The cost under those terms would be $8,889,500. Purchases will be made as supplies are available and contracts are negotiated. The costs of capital projects that are particularly designed and constructed to generate long-term water credits shall also be considered as eligible expenses for water resources acquisition. An alternative approach would be to purchase water annually from the Central Arizona Groundwater Replenishment District (CAGRD). The cost for CAGRD water is approximately $800 per acre-foot per year, but the required 773 acre-feet would need to be purchased every year. The cost of the CAGRD alternative would be $61,840,000 over the same 100-year period.7 Costs for an integrated water resources plan ($435,0008) and the next impact fee study ($60,000), have also been included. Table 9 indicates the water resources costs which are included in the water resources impact fee calculation. 3 See Water IIP p. 25 4 Based on a 20-year loan at 5% annual interest. See Appendix A for estimated principal and interest payments. 5 See Water IIP p. 26 6 This estimate is based upon known dollar amounts used in current negotiations between several Arizona municipalities and entities owning groundwater outside of an AMA that have the legal right to deliver groundwater into an AMA. 7 773 acre-feet per year x $800 per acre-foot x 100 years 8 Per Water IIP p. 23 Marana Regular Town Council Meeting December 20, 2022 Page 171 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 12 Table 9: Water Resources Impact Fee Costs Project Description Total Cost % Fee Funded $ Included Water Reclamation Facility (WRF) WRF 2013 Principal and Interest $ 34,527,164 50% $ 17,263,582 WRF 2017A Principal and Interest 32,096,067 50% 16,048,033 WRF 2017C Principal and Interest 4,702,544 50% 2,351,272 WRF Loaned from Transportation Fund 2,400,000 50% 1,200,000 WRF Loaned from Water Fund 367,388 50% 183,694 WRF Loaned from Wastewater Fund 3,169,279 50% 1,584,640 WRF Expansion Principal and Interest 62,847,780 50% 31,423,890 Recharge Expansion Principal and Interest 6,427,056 50% 3,213,528 Subtotal: Water Reclamation Facility (WRF) $ 146,537,278 $ 73,268,639 All Other Water Resources NIA/CAP 1,072,743 100% 1,072,743 Additional Water Resources 8,889,500 100% 8,889,500 Subtotal: All Other Water Resources $ 9,962,243 $ 9,962,243 Other Costs Integrated Water Resources Plan $ 435,000 100% $ 435,000 Impact Fee Study 60,000 100% 60,000 Subtotal: Other Costs 495,000 495,000 Total Water Resources Impact Fee Cost $ 156,994,521 $ 83,725,882 Source(s): WRF Costs (per Town), Expansion Costs (Water IIP p. 25 amortized 20 years @ 5%), NIA/CAP, Additional Water Resources (Water IIP p. 26), Integrated Water Resource Plan (Water IIP p. 23) 4.4. Water Resources Fees and Projected Revenue Table 10 indicates the water resources impact fee calculation per EDU. The fee includes 50% of WRF costs in recognition of the fact that the facility serves as a source of renewable water supply in ad dition to its role in water reclamation. The remaining costs relate specifically to water resources. 100% of these costs have been included in the water resources impact fee calculation. The calculation also includes a credit for the impact fee fund balance in the water resources impact fee fund. This balance represents the difference between impact fees which have been collected to date and the costs which have been incurred and provides credit for funds collected in previous years in advance of the costs being incurred. The resources costs indicated below represent the total cost to serve all customers (existing and new). Accordingly, the resources cost per EDU is calculated by dividing the total cost by the EDUs supported by the three sources of renewable resources (WRF, NIA/CAP and Additional Water Resources). The credit for the beginning balance is divided by new EDUs. Marana Regular Town Council Meeting December 20, 2022 Page 172 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 13 Table 10: Water Resources Impact Fee per EDU Description System-Wide Water Resources Impact Fee Costs WRF 2013 Principal and Interest $ 34,527,164 $ 17,263,582 WRF 2017A Principal and Interest 32,096,067 16,048,033 WRF 2017C Principal and Interest 4,702,544 2,351,272 WRF Loaned from Transportation Fund 2,400,000 1,200,000 WRF Loaned from Water Fund 367,388 183,694 WRF Loaned from Wastewater Fund 3,169,279 1,584,640 WRF Expansion Principal and Interest 62,847,780 31,423,890 Recharge Expansion Principal and Interest 6,427,056 3,213,528 NIA/CAP 1,072,743 1,072,743 Additional Water Resources 8,889,500 8,889,500 Integrated Water Resources Plan 435,000 435,000 Impact Fee Study Expenses 60,000 60,000 Total Impact Fee Costs $ 156,994,521 $ 83,725,882 Divided by: Total EDUs 14,467 Equals: Resources Cost per EDU $ 5,787 Less: Balance on 8/23/2022 $ 5,248,244 $ 5,248,244 Divided by: New EDUs 12,205 Equals: Credit for Balance per EDU $ 430 Water Resources Fee per EDU (Resources Cost - Balance) $ 5,358 Source(s): Impact Fee Costs (Table 9), Balance on 8/23/2022 (per Town), EDUs (Table 8) Table 11 indicates the calculated water resources impact fees. The Town’s fee structure is based on water meter size, with a 5/8” meter representing the size for a 1 EDU customer. The fee is scaled up based on the capacity of each larger size meter, relative to the 5/8” meter size based on meter flow equivalency ratios from the American Water Works Association (AWWA) and rounded to the nearest $1. Marana Regular Town Council Meeting December 20, 2022 Page 173 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 14 Table 11: Water Resources Impact Fees by Meter Size Size Ratio [1] System-Wide [2] 1 EDU 1 $ 5,358 Calculated Fee by Size (Rounded) 5/8" [2] 1 $ 5,358 3/4" [2] 1.5 8,036 1" 2.5 13,394 1 1/2" 5 26,787 2" 8 42,859 3" 15 80,360 4" 25 133,933 6" 50 267,865 8" 80 428,584 Source(s): Fee per EDU (Table 10) [1] AWWA Manual M1, 7th Edition p. 386 [2] Water meter sizes are determined by the total number of fixtures. In cases where the number of fixtures may be served by a 5/8” meter, but a ¾” meter is required ONLY for the purpose of providing adequate flows for a residential sprinkler system, the Town will charge a Water Resources impact fee based on a 5/8” meter. Table 12 illustrates the impact fee revenue that will be realized over the Study Period if development occurs at the pace identified in the Town’s LUA report and Water IIP. Table 12: Water Resources Impact Fee Revenue Projection Year System-Wide Total Revenue EDUs Fee 2023 1,334 $ 5,358 $ 7,147,572 2024 1,335 5,358 7,152,930 2025 1,336 5,358 7,158,288 2026 1,336 5,358 7,158,288 2027 1,336 5,358 7,158,288 2028 1,104 5,358 5,915,232 2029 1,105 5,358 5,920,590 2030 1,106 5,358 5,925,948 2031 1,106 5,358 5,925,948 2032 1,107 5,358 5,931,306 Total 12,205 $ 65,394,390 Source(s): Fee per EDU (Table 11), EDUs (Water IIP Table 4) Marana Regular Town Council Meeting December 20, 2022 Page 174 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 15 5. Water Reclamation Fees 5.1. Benefit Areas The Town provides sewer service within the Designated Management Area (DMA), which is generally the western portion of the Town and areas beyond the Town limits to the west and south. Generally this coincides with the North Marana and Saguaro Bloom water benefit areas. The Town also provides service to the Marana Regional Airport, though—as noted below—no sewer projects have been identified for the Marana airport system. The Town’s water reclamation fee is the same throughout the Town’s sewer service area because the nature of the service provided does not vary throughout the Town's sewer service area. 5.2. Water Reclamation EDUs The projects identified in the Sewer IIP are based on engineering design criteria which are: 1) the same throughout the Town’s active sewer area and 2) the same for new customers as for existing customers.9 The level of service for the Town’s sewer system is expressed in terms of the number of equivalent dwelling units (EDUs) with one EDU equal to the demand of one single family household. The Town’s LUA report projects the level and type of development which is anticipated to occur over the Study Period. Using these projections, the Sewer IIP then develops a projection of EDUs for the Study Period. The Sewer IIP projects that 9,26710 EDUs will be added over the Study Period. These incremental EDUs will be used to determine the cost per EDU for expansion related collection system projects. In addition to the collection system costs, the water reclamation fees will also recover the cost of the Town’s WRF, which serves existing and new customers. This component of the fee will be calculated using total EDUs which can be served by the WRF (including the 1.5 mgd expansion noted in Section 4). Table 13 indicates the EDUs for the water reclamation fee calculation. Table 13: Water Reclamation EDUs Description GPD GPD/EDU EDUs Existing Flow 842,278 139.6 6,034 New EDUs [1] 1,293,673 139.6 9,267 Additional Capacity 864,049 139.6 6,189 Total 3,000,000 21,490 Source(s): Flow and GPD/EDU (Sewer IIP Table 7-2), New EDUs (Sewer IIP Table 7-1) [1] Excludes Airport 5.3. Water Reclamation Impact Fee Costs The costs which are eligible for inclusion in the water reclamation impact fee are a portion of the cost of the WRF, and the cost of constructing collection system improvements to support growth throughout the Town’s active sewer area. In order to calculate the per EDU (unit) cost of the WRF, the cost of the water reclamation facility (WRF) 9 See Sewer IIP p. 4-8 for further detail on level of service for sewer customers. 10 9,267 excludes 40 EDUs anticipated to be added at the Marana Regional Airport, which is a separ ate, standalone sewer system, with no projects identified in the Sewer IIP. Marana Regular Town Council Meeting December 20, 2022 Page 175 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 16 acquisition and expansion, the cost of recharge basins, and the financing costs are included to calculate the total costs. This total cost represents the total cost to serve all benefiting customers (existing and new). Then the unit cost is calculated by dividing the total cost by total customers. The remaining costs represent the incremental cost to serve new customers only. 5.3.1. WATER RECLAMATION FACILITY COSTS As described in Section 4, the WRF is projected to reach its capacity by 2027. Accordingly, the Sewer IIP recommends a 1.5 mgd expansion to 3 mgd prior to 2027. The cost to construct the expansion to the WRF and recharge basins is $39.2 million and $4.0 million, respectively, for a total project cost of $43.2 million. The total cost of the expansion, including the cost to finance the project, is $69.3 million.11 The cost for the Town’s existing WRF was $80.4 million (including the cost of financing), $3.1 million of which was funded by the Town, reducing the cost to $77.3 million. As noted in Section 4, given the dual role of the WRF 50% of WRF costs are allocated to the water resources fee and 50% of WRF costs are allocated to the water reclamation fee. 5.3.2. COLLECTION SYSTEM COSTS The Sewer IIP has identified $27.6 million in collection system improvements which are needed to support growth during the Study Period. Improvement 1 has been completed and was developer funded, therefore no costs were included. Improvements 3 through 7 will be funded 50% by impact fees and 50% by American Recovery Plan Act (ARPA) funds available to the Town. Improvements 2, 9, 10 and 11 will be funded 100% by impact fees. Improvement 8, as identified in Table 8-2 of the Sewer IIP, is the WRF expansion and is shown under the “Water Reclamation Facility (WRF)” heading. Costs for a sewer master plan ($180,000) and the next impact fee study ($60,000), have also been included. Table 14 indicates the water reclamation costs which are included in the water reclamation impact fee calculation. 11 Based on a 20-year loan at 5% annual interest. See Appendix A for estimated principal and interest payments. Marana Regular Town Council Meeting December 20, 2022 Page 176 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 17 Table 14: Water Reclamation Impact Fee Costs Project Description Total Cost % Fee Funded $ Included Water Reclamation Facility (WRF) WRF 2013 Principal and Interest $ 34,527,164 50% $ 17,263,582 WRF 2017A Principal and Interest 32,096,067 50% 16,048,033 WRF 2017C Principal and Interest 4,702,544 50% 2,351,272 WRF Loaned from Transportation Fund 2,400,000 50% 1,200,000 WRF Loaned from Water Fund 367,388 50% 183,694 WRF Loaned from Wastewater Fund 3,169,279 50% 1,584,640 WRF Expansion Principal and Interest 62,847,780 50% 31,423,890 Recharge Expansion Principal and Interest 6,427,056 50% 3,213,528 Subtotal: Water Reclamation Facility (WRF) $ 146,537,278 $ 73,268,639 Collection System Improvement 1 $ - 100% $ - Improvement 2 325,297 100% 325,297 Improvement 3 [1] 2,745,062 50% 1,372,531 Improvement 4 [1] 3,066,315 50% 1,533,158 Improvement 5 [1] 1,696,982 50% 848,491 Improvement 6 [1] 3,034,513 50% 1,517,257 Improvement 7 [1] 3,371,261 50% 1,685,631 Improvement 9 3,034,513 100% 3,034,513 Improvement 10 5,809,844 100% 5,809,844 Improvement 11 4,500,690 100% 4,500,690 Subtotal: Collection System $ 27,584,477 $ 20,627,411 Sewer Master Plan $ 150,000 100% $ 150,000 Impact Fee Study 60,000 100% 60,000 Total Water Reclamation Impact Fee Cost $ 174,331,755 $ 94,106,049 Source(s): WRF Costs (per Town), WRF Expansion Costs (Sewer IIP Table 8-2 amortized 20 years @ 5%), Recharge Expansion Costs (Water IIP p. 25 amortized 20 years @ 5%), Collection System Costs (Sewer IIP Tables 8-2 and 8-3) [1] 50% funded by ARPA Grant 5.4. Water Reclamation Fees and Projected Revenue Table 15 indicates the water reclamation impact fee calculation. The fee includes 50% of WRF costs in recognition of the fact that the facility serves as a source of renewable water supply in addition to its role in water reclamation. The remaining costs (Collection System and Other) relate specifically to water reclamation. The calculation also includes a credit for the impact fee fund balance in the water reclamation impact fee fund. This balance represents the difference between impact fees which have been collected to date and the costs which have been incurred and provides credit for funds collected in previous years in advance of the costs being incurred. To determine a cost per EDU, the calculation below segregates the costs which are incurred to serve existing and new customers (WRF) from those incurred to serve new development only (collection system, sewer master plan, new impact fee study). The costs incurred to serve all customers are divided by total EDUs. As described above total EDUs represent the Marana Regular Town Council Meeting December 20, 2022 Page 177 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 18 full capacity of the WRF (3 mgd), expressed on an EDU basis. The costs incurred to serve new customers only are divided by new EDUs only. The credit for the beginning balance is divided by new EDUs. Table 15: Water Reclamation Fee per EDU Description System-Wide Water Rec Share WRF Costs WRF 2013 Principal and Interest $ 34,527,164 $ 17,263,582 WRF 2017A Principal and Interest 32,096,067 16,048,033 WRF 2017C Principal and Interest 4,702,544 2,351,272 WRF Loaned from Transportation Fund 2,400,000 1,200,000 WRF Loaned from Water Fund 367,388 183,694 WRF Loaned from Wastewater Fund 3,169,279 1,584,640 WRF Expansion Principal and Interest 62,847,780 31,423,890 Recharge Expansion Principal and Interest 6,427,056 3,213,528 Subtotal: Water Reclamation Facility (WRF) $ 146,537,278 $ 73,268,639 Divided by: Total EDUs 21,490 Equals: WRF Cost per EDU $ 3,409 Collection System Costs Improvement 1 $ - $ - Improvement 2 325,297 325,297 Improvement 3 2,745,062 1,372,531 Improvement 4 3,066,315 1,533,158 Improvement 5 1,696,982 848,491 Improvement 6 3,034,513 1,517,257 Improvement 7 3,371,261 1,685,631 Improvement 9 3,034,513 3,034,513 Improvement 10 5,809,844 5,809,844 Improvement 11 4,500,690 4,500,690 Subtotal: Collection System $ 27,584,477 $ 20,627,411 Divided by: New EDUs 9,267 Equals: Collection System Cost per EDU $ 2,226 Sewer Master Plan $ 150,000 $ 150,000 Impact Fee Study $ 60,000 $ 60,000 Divided by: New EDUs 9,267 Equals: Impact Fee Study and Master Plan Cost per EDU $ 23 Less: Balance on 8/23/2022 $ 6,144,392 $ 6,144,392 Divided by: New EDUs 9,267 Equals: Credit for Balance per EDU $ 663 Water Reclamation Fee per EDU (WRF + Collection + IF Study - Balance) $ 4,995 Source(s): Impact Fee Costs (Table 14), Balance on 8/23/2022 (per Town), EDUs (Table 13) Marana Regular Town Council Meeting December 20, 2022 Page 178 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 19 Table 16 indicates the maximum recommended water reclamation impact fees. The Town’s fee structure is based on water meter size, with a 5/8” meter representing the size for a 1 EDU customer. The fee is scaled up based on the capacity of each larger meter size, relative to the 5/8” meter size based on meter flow equivalency ratios from the American Water Works Association (AWWA) and rounded to the nearest $1. Table 16: Water Reclamation Impact Fees by Meter Size Size Ratio [1] System-Wide 1 EDU 1 $ 4,995 Calculated Fee by Size (Rounded) 5/8" 1 $ 4,995 3/4" 1.5 7,493 1" 2.5 12,488 1 1/2" 5 24,975 2" 8 39,960 3" 15 74,925 4" 25 124,874 6" 50 249,748 8" 80 399,597 Source(s): Fee per EDU (Table 15) [1] AWWA Manual M1, 7th Edition p. 386 Table 17 illustrates the impact fee revenue that will be realized over the Study Period if development occurs at the pace identified in the Town’s LUA report and Sewer IIP. Table 17: Water Reclamation Impact Fee Revenue Projection Year System-Wide Total Revenue EDUs [1] Fee 2023 931 $ 4,995 $ 4,650,345 2024 931 4,995 4,650,345 2025 931 4,995 4,650,345 2026 931 4,995 4,650,345 2027 931 4,995 4,650,345 2028 923 4,995 4,610,385 2029 923 4,995 4,610,385 2030 922 4,995 4,605,390 2031 922 4,995 4,605,390 2032 922 4,995 4,605,390 Total 9,267 $ 46,288,665 Source(s): Fee per EDU (Table 16), EDUs (Sewer IIP Table 7-1) [1] EDUs spread equally from 2023-2027 and 2028-2032 Marana Regular Town Council Meeting December 20, 2022 Page 179 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 20 APPENDIX A Debt Service Schedules Marana Regular Town Council Meeting December 20, 2022 Page 180 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 21 Appendix A1 – WRF Expansion Debt Service Schedule Year Principal Interest Total Water Resources (50%) Water Reclamation (50%) 1 $ 1,184,333 $ 1,958,056 $ 3,142,389 $ 1,571,195 $ 1,571,195 2 1,243,550 1,898,839 3,142,389 1,571,195 1,571,195 3 1,305,728 1,836,661 3,142,389 1,571,195 1,571,195 4 1,371,014 1,771,375 3,142,389 1,571,195 1,571,195 5 1,439,565 1,702,824 3,142,389 1,571,195 1,571,195 6 1,511,543 1,630,846 3,142,389 1,571,195 1,571,195 7 1,587,120 1,555,269 3,142,389 1,571,195 1,571,195 8 1,666,476 1,475,913 3,142,389 1,571,195 1,571,195 9 1,749,800 1,392,589 3,142,389 1,571,195 1,571,195 10 1,837,290 1,305,099 3,142,389 1,571,195 1,571,195 11 1,929,154 1,213,235 3,142,389 1,571,195 1,571,195 12 2,025,612 1,116,777 3,142,389 1,571,195 1,571,195 13 2,126,893 1,015,496 3,142,389 1,571,195 1,571,195 14 2,233,237 909,152 3,142,389 1,571,195 1,571,195 15 2,344,899 797,490 3,142,389 1,571,195 1,571,195 16 2,462,144 680,245 3,142,389 1,571,195 1,571,195 17 2,585,251 557,138 3,142,389 1,571,195 1,571,195 18 2,714,514 427,875 3,142,389 1,571,195 1,571,195 19 2,850,239 292,150 3,142,389 1,571,195 1,571,195 20 2,992,751 149,638 3,142,389 1,571,195 1,571,195 Total $ 39,161,113 $ 23,686,667 $ 62,847,780 $ 31,423,890 $ 31,423,890 Source: Project Cost - Sewer IIP Table 8-2 Marana Regular Town Council Meeting December 20, 2022 Page 181 of 182 DRAFT WATER INFRASTRUCTURE, WAT ER RESOURCES AND WAT ER RECLAMATION IMPACT FEE STUDY REPORT 22 Appendix A2 – Recharge Basins Expansion Debt Service Schedule Year Principal Interest Total Water Resources (50%) Water Reclamation (50%) 1 $ 121,114 $ 200,238 $ 321,353 $ 160,676 $ 160,676 2 127,170 194,183 321,353 160,676 160,676 3 133,529 187,824 321,353 160,676 160,676 4 140,205 181,148 321,353 160,676 160,676 5 147,215 174,137 321,353 160,676 160,676 6 154,576 166,777 321,353 160,676 160,676 7 162,305 159,048 321,353 160,676 160,676 8 170,420 150,933 321,353 160,676 160,676 9 178,941 142,412 321,353 160,676 160,676 10 187,888 133,464 321,353 160,676 160,676 11 197,283 124,070 321,353 160,676 160,676 12 207,147 114,206 321,353 160,676 160,676 13 217,504 103,849 321,353 160,676 160,676 14 228,379 92,973 321,353 160,676 160,676 15 239,798 81,554 321,353 160,676 160,676 16 251,788 69,564 321,353 160,676 160,676 17 264,378 56,975 321,353 160,676 160,676 18 277,597 43,756 321,353 160,676 160,676 19 291,476 29,876 321,353 160,676 160,676 20 306,050 15,303 321,353 160,676 160,676 Total $ 4,004,766 $ 2,422,290 $ 6,427,056 $ 3,213,528 $ 3,213,528 Source: Project Cost - Water IIP p. 25 Marana Regular Town Council Meeting December 20, 2022 Page 182 of 182