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HomeMy WebLinkAbout2024-08-27 VLHA Agenda 2 3 4 Vail Local Housing Authority Minutes Tuesday, July 23, 2024 3:00 PM Virtually on Zoom ONLY PRESENT ABSENT Steve Lindstrom Christine Santucci Craig Denton Dan Godec Kristin Williams STAFF Jason Dietz, Housing Director Martha Anderson, Senior Housing Coordinator Missy Johnson, Housing Coordinator 1. Call to Order 1. 1 Call to Order The meeting was called to order at 3:05 p.m. with a quorum present. Time: 5 Min. 1.2 Zoom Meeting Time: 60 Min. 2. Citizen Participation 2.1 Citizen Participation Time: 5 Min. No citizens. 3. Approval of Minutes 3.1 VLHA June 25, 2024 Minutes Presenter(s): Missy Johnson, Housing Coordinator Time: 5 Min. 2024-06-25 VLHA Mintues.pdf Kristen Kenny Williams made a motion to Approve as Amended with edits from Williams regarding her statement that involved Habitat for Humanity, with her Habitat hat on. MOTION: Williams SECOND: Denton PASSED: 4-0 3.2 VLHA July 12, 2024 Minutes - Special Session Presenter(s): Missy Johnson, Housing Coordinator Time: 5 Min. 2024-07-12 VLHA Minutes.pdf 5 MOTION: Godec SECOND: Williams PASSED: 3-0-1 4. Main Agenda 4.1 A Resolution Approving the Purchase of a Deed Restriction Interest in Property (Type III Deed Restriction) in the Town of Vail Legally Described as Subdivision: Alpen-Glo Condo Unit: 5, Eagle County, Colorado with a Physical Address of 5115 Black Bear Lane #5, Vail Colorado; and Setting Forth Details in Regard Thereto. Presenter: Missy Johnson, Housing Coordinator 2024-4 VLHA Resolution Purchase of a deed restriction 5115 Black Bear Lane Unit 5.pdf This agenda item was initially tabled but Authority conversation ensued around the topic and eventually there was a motion to approve the resolution with an amended dollar amount up to 20% of purchase price. Housing Staff agreed to revise the resolution for signature. Executive Session is set for 12 p.m. on Wednesday, July 24 for further discussion. Dan Godec made a motion to Approve as Amended. MOTION: Godec SECOND: Williams PASSED: 4-0 4.2 Prepare for the State of Housing Meeting on August 6 with the Vail Town Council Presenter(s): Steve Lindstrom, VLHA Chairman Time: 30 Min. Lindstrom recommends we present at the 2nd Town Council agenda meeting based on current happenings. He suggested the housing staff to work on the numbers in the background but hold off and look for a later Town Council meeting in August. 4.3 Discussion on VLHA Budget Supplemental Needs Presenter(s): Martha Anderson, Senior Housing Coordinator Time: 15 Min. Anderson discussed the need to do a supplemental budget with Finance to cover the current needs and future buffer for Professional Services to provide additional flexibility. Lindstrom confirmed that $208,000 came in from grant funding to cover future projects and future projects. He anticipates that happening in short order at which time we can revisit the subject. Lindstrom agrees Anderson's suggestion to put a place holder into the supplemental budget of $30,000 to be classified to potentially cover pending professional services agreements. Anderson confirmed the items and amounts that are currently allocated. Anderson will confirm with Finance whom will present at the future meeting. Williams moved that we approve the discussed budget on supplemental needs and the group will vote on the revised budget at the next meeting. Denton seconded. This item will be reviewed through finance at a future meeting. MOTION: Williams SECOND: Denton PASSED: 4-0 6 5. Matters from the Chairman and Authority Members 5.1 Matters from the Chairman and Authority Members Presenter(s): Steve Lindstrom, VLHA Chairman Ruther joined with inquiry around the Timber Ridge deed restriction and related compliance. Providing a few examples, Ruther reviewed an example whereas the employment status, paycheck, comes from an out of county company, but all of the services provided occur in Eagle County area. Because these two applicants comply with the intent and the terms of the deed restriction, Ruther turned to the Authority to determine if these situations are still applicable to policy from the Housing Authority. Lindstrom confirmed that we have followed this approval process from the past and also supports that many Vail Resorts employees receives checks from Broomfield, while meeting the terms of the deed restriction. Unanimously, the Authority approved these one-offs as mentioned by Ruther. Godec suggested working with legal to provide a statement in clarification of the above. Lindstrom suggested the Housing Staff work on some policy guidance for the Authority to consider prior to formulizing the statements and legal considerations. Dietz agrees. Housing staff will consider the above based on preparation for future, annual, EHU compliance and bring the Authority discussion points for consideration prior to presenting policy to legal. Lindstrom prefers to define the line between those providing goods and services here locally and vs. the remote workers and Deitz agreed. Ruther provided a quick update regarding Timber Ridge and upcoming agenda items 1) resolution to approve the 2nd amendment to the development agreement; 2) resolution to approve a tri-party agreement and 3) an ordinance allowing the Town of Vail to transfer the title to Triumph Development upon closing of the construction lending. Ruther says we now have agreement from all parties within the tri-party agreement and the development agreement. Ruther provided an overview of the status of purchase and sale agreements and there is about 102 units under contract of the 194 total to sell to bulk buyers, individuals or businesses. There is likely to see a slight price increase in the future. The team is still working to hold the end date schedule, anticipating a 30-day shift in final product completion, even with the recent delays. Ruther exited the meeting. Anderson mentioned the development fund available to the Authority as well as the registration opportunity for Authority members to attend the Housing Colorado Conference in Keystone. Williams expressed her excitement in the recent Vail InDEED interest recently but if we anticipate a cadence to need one- off special meetings, it could be helpful to set calendar inclusions for 15 minutes and then cancel them if they are not needed. Anderson confirmed that it is abnormal to need the one-off meetings as we have executed recently. 6. Adjournment 6.1 Adjournment 5:00 PM (Estimate) Kristen Kenny Williams made a motion to Adjourn Meeting adjourned at 3:51 p.m. 7 MOTION: Williams SECOND: Godec PASSED: 4-0 7. Future Agenda Items 7.1 Housing 2027 Land Banking 8. Next Meeting Date 8.1 Next Meeting Date August 13, 2024 Vail Local Housing Authority Meeting Minutes of July 23, 2024 4 8 9 Vail Local Housing Authority Minutes Wednesday, July 24, 2024 12:05 PM Special Session - Zoom Only SPECIAL SESSION PRESENT ABSENT Steve Lindstrom Christine Santucci Dan Godec Kristin Williams Craig Denton STAFF Jason Dietz, Vail Housing Director Martha Anderson, Senior Housing Coordinator Missy Johnson, Housing Coordinator 1. Call to Order 1. 1 Call to Order Presenter(s): Steve Lindstrom The special session was called to order at 12:14 p.m. 1.2 Zoom Meeting Pre-Executive Session 1.3 Zoom Meeting Post-Executive Session 2. Citizen Participation 2.1 Citizen Participation No citizen participation. Motion to leave regular session and enter executive session at 12:15 p.m. MOTION: Denton SECOND: Godec PASSED: 3-0 3. Executive Session 3.1 Executive Session per C.R.S. §24-6-402(4)(a)(e) - to discuss the purchase, acquisition, lease, transfer or sale of real, personal or other property interests and to determine positions relative to matters that may be subject to negotiations regarding: Vail InDEED application and an EHU Exchange. Presenter(s): Martha Anderson, Senior Housing Coordinator and Missy Johnson, Housing Coordinator 4. Any Action as a Result of Executive Session 4.1 Any Action as a Result of Executive Session At 1:08 p.m., the Authority left executive session and re-convened the special session. Motion to direct Housing Staff move forward as discussed regarding discussed topics of the Vail InDEED application. MOTION: Godec SECOND: Denton PASSED: 3-0 : 5. Matters from the Chairman and Authority Members 5.1 Matters from the Chairman and Authority Members Presenter(s): Steve Lindstrom, VLHA Chairman Lindstrom suggested the Authority revisit current and future lending as related to EHUs. 6. Adjournment 6.1 Adjournment The Special Session of the Vail Local Housing Authority adjourned at 1:09 p.m MOTION: Denton SECOND: Godec PASSED: 3-0 7. Future Agenda Items 7.1 Vail Housing 2027 Land Banking 8. Next Meeting Date 8.1 Next Meeting Date August 13, 2024 21 22 Vail Local Housing Authority Minutes Tuesday, August 13, 2024 3:00 PM Town Council Chambers PRESENT ABSENT Steve Lindstrom Dan Godec Craig Denton Kristin Williams Christine Santucci STAFF Jason Dietz, Housing Director Martha Anderson, Senior Housing Coordinator Missy Johnson, Housing Coordinator 1. Call to Order 1. 1 Call to Order Meeting called to order at 3:10 p.m. with a quorum present. 1.2 Zoom Meeting 2. Citizen Participation 2.1 Citizen Participation No comments. 3. Approval of Minutes 3.1 VLHA July 23, 2024 Minutes Presenter(s): Missy Johnson, Housing Coordinator Moved to next meeting for approval based on Authority members present. 3.2 VLHA July 24, 2024 Minutes Presenter(s): Missy Johnson, Housing Coordinator Moved to next meeting for approval based on Authority members present. 4. Main Agenda 4.1 Resolution No. 5, Series of 2024, A Resolution Adopting a Budget and Making Appropriations to Pay the Costs, Expenses and Liabilities of the Vail Local Housing Authority, for its Fiscal Year January 1, 2024 through December 31, 2024 Approve, approve with amendments or deny Resolution No. 5, Series of 2024. Presenter(s): Martha Anderson, Senior Housing Coordinator Time: VLHA 2nd Supplemental.pdf VLHAres#5 for 2024 2nd Supplemental.pdf 23 Anderson presented supplemental budget items to the Authority for review and motion to approve. The authority approved a $47,500 to extend a contract with Social Impact Advisors, appropriate funds to engage with Mauriello Planning group and amount to hold for potential future needs. MOTION: Denton SECOND: Santucci PASSED: 3-0 4.2 VLHA Q2 2024 Financial Update Presenter(s): Jake Shipe, Budget Analyst Time: 15 Min. VLHA Q2 2024 Financial Update.pdf Shipe provided and overview of the financial updates for the Authority's income statement, balance sheet and the Town of Vail Housing Funds through the second quarter. Lindstrom reminded the group that the Authority's funds are completely separate from the Town of Vail's housing funds and the total income for a year is typically $60,000 which is typically spent on consultants. The housing funds are not available for the Authority to spend but of interest. The major funding source is the Housing Sales tax plus the $2.5M transfer from the capital projects fund annually to fund housing program. Workforce housing sales, earnings on investments and other miscellaneous revenues are also reflected in this fund. The Authority recommends usage of these funds to the Town Council who ultimately makes the final decisions and sign off for use of funds. These funds are used in a variety of ways including housing buy-downs, investing in properties for Town of Vail employee housing and for seed money to do larger projects. Shipe confirmed that historically, revenues track closely to the forecast of revenues based on the sales tax revenues. $4.2M of $15.5M budgeted dollars of the Housing Fund have been spent on a Pitkin Creek Unit 3B purchase and West Middle Creek development. As part of the packet, Shipe reviewed the use of the Capital Projects Fund for $2M of the $3.2M which was spent on Town of Vail employee housing including Buffehr Creek 3B and Meadow Creek L4. 4.3 Local Planning Capacity Grant Update Presenter(s): Steve Lindstrom, VLHA Chairman, Jason Dietz, Housing Director, Martha Anderson, Senior Housing Coordinator Time: 15 Min. A grant was secured for $ 208,000 through the Department of Local Affairs (DOLA) to be applied through the Town of Vail. We can anticipate an executed contract to come in September or October. They advised the Town not to contract for the usage until it is contracted and presented with the terms and conditions, which will include quarterly reporting. Deitz and Anderson reviewed the next steps, including the public procurement process and procedures for contracts of $50,000 or more. $208,000 is the net that can be spent. The main intention was to help with affordable housing capacity building, reducing the development entitlement process. The largest portion of the funding will be for a housing liaison. The housing team will keep the Authority updated as additional information comes through from DOLA and Lindstrom will reach out to Mauriello Planning Group with an update. 24 4.4 Rural Resort AMI Petition with Colorado Housing and Finance Authority Presenter(s): Steve Lindstrom, VLHA Chairman and Martha Anderson, Senior Housing Coordinator Time: 15 Min. Rural Resort Petition to Waive Income Limits Rev1.3.24 (1).pdf Anderson reported regarding the Rural Resort AMI Petition in follow-up from her attendance to the August 2nd Mountain Resort Stakeholder Outreach and Engagement event. With DOLA present, Anderson learned that the Town of Vail AMI petition was declined. The Town of Vail will need to re-submit with a more updated housing needs assessment report in order to meet the requirements of the grant in order to increase the AMI levels within the Town of Vail. The Town of Vail needs to go back with additional information and housing needs assessment would needed to have been more recent than the special needs assessment that dates back to 2018. $15,000 has been budgeted towards a housing needs assessment but additionally, Deitz is working within a regional group in Eagle County. Anderson and Dietz continued to describe the process and next steps around a future housing needs assessment that will likely be drafted in September 2024 for review by the variety of jurisdictions. Conversation ensured around reasoning for seeking potential future AMI increases within the Town of Vail. 5. Matters from the Chairman and Authority Members 5. 1 Matters from the Chairman and Authority Members Presenter(s): Steve Lindstrom, VLHA Chairman Time: 5 Min. Lindstrom summarized the recent Town of Vail planning commission meeting. Upon review of the first project that has come through with the revised Community Housing Zone District, there are a few things that still need to go to planning commission (PEC), including additional review of the environmental impact. West Middle Creek is nearly fully entitled. Lindstrom believes that Timber Ridge financing was set to close on Friday, Aug. 9th and they will pull back on sales during the key construction phase and purchase prices are planned to increase soon and later supported by a modular sales showroom. Anderson mentioned the Town of Vail Board Appreciation event from 6 - 8 p.m., Tuesday, Aug. 27 at the AMP. The Authority looks to do an appreciation event at 4 p.m., Wednesday, Aug. 28 in thank you to previous Authority member James Wilkins. 6. Adjournment 6.1 Adjournment 5:00 PM (Estimate) Meeting adjourned at 3:55 p.m. MOTION: Santucci SECOND: Denton PASSED: 3-0 25 7. Future Agenda Items 7.1 VLHA Legal Structure, Powers and Responsibilities Financial Policies and Best Practices 8. Next Meeting Date 8.1 Next Meeting Date August 27, 2024 26 27 Procurement Contracting and PRESENTATION BY Carlie Smith, TOV Finance Director 28 authority, county, municipality, city and State Statute Requirements vailgov.com | Update Annual be void, and no moneys belonging to a local government shall be paid on such contract. Semi ¤Any contract, verbal or written, made in violation of this section shall county, district, or other political subdivision of the state of Coloradothe amounts appropriated. 2021 | ¤Applies to all local governments (¤Agencies can not expend or contract to expend any funds in excess of Vail of ¤Budgeting and contracting requirements are governed by state statue: 29-1¤Colo Rev Stat 29-1-110: Town 29 : Ensure fair and open competition and Procurement Policies vailgov.com | Update Annual Semi ¤Bid process/procedures¤Contracting requirements¤Approval limits 2021 | ¤VLHA has not adopted¤Requirement for some grant funding (recipient or subrecipient)¤Audit Preference if your Revenues/Expenditures > $750K¤Procurement Policy generally includes Vail of Best Practice: Procurement PolicyPurpose of a Procurement Policy compliance with all laws and regulations to provide the best value to the taxpayers for the goods and services Town 2: Grant Administration vailgov.com | Update Annual to the outcome of what grant is funding Semi ¤Ensuring proper resources for ongoing costs/match or costs related ¤Resources for administrative process to be taken before applying or accepting grants to maximize the benefits 2021 | ¤GFOA recommends developing a grant policy that requires certain steps Vail of Grant Administration Grants generally come with specialized requirements: Can apply to general operations of the grant, specific compliance rules, monitoring of other parties that may receive resources from the grants, and specialized reporting/audit requirements Town 31 VLHA Revenues vailgov.com | Update Annual Semi 2021 Current VLHA Revenue Sources: | ¤MiddleCreekMgmt. Fee:$16.5Kannually¤Lionsridge(0.01% ownership interest): $800annually¤Ground Lease Revenue: $35K Expires 12/31/24¤Interest GeneralGovernment Revenue Sources:¤Taxes¤ChargesforService s¤Fees¤Grantsandotherintergovernmentalsources Vail of Town 32 Thank you 33 34 __________________________________________________________________________ Memorandum TO: Town Council FROM: Finance Department DATE: May 17, 2022 SUBJECT: Ordinance No. 11, Series of 2022, an ordinance repealing and updating Ordinance No. 19, Series of 2018, providing for adjustments to regulations and fees for Short-Term Rental properties within the Town of Vail. I. SUMMARY Based on feedback received during the short-term rental (STR) study presented at the January 17, February 15, March 15, and April 5, 2022, Vail Town Council meetings the attached Ordinance No. 11, Series 2022 is presented for consideration. At the last meeting, Council supported an increase in penalties for violations, requirements for increased insurance, fire safety inspections and an increase in license fees to cover administration costs. The main question remaining for Council is to consider a Ðper-bedroom feeÑ intended to deter property owners from converting their units to short-term rentals and at the same time raise revenues for the purpose of lessening the influence of STRS on locals housing. All funds raised by a per-bedroom fee would be allocated to the townÓs Housing Fund and used for housing programs, initiatives, and developments. A per-bedroom fee is not intended to solve the townÓs housing problems, however will offer funding support to compliment the townÓs current efforts. The Town of Vail continues to address community housing needs in a variety of ways, with funding by the townÓs Capital Projects Fund. 2017 $4.3M Chamonix infrastructure subsidy 2019 $4.0M for the purchase of deed restrictions at the Solar Vail project 2019 $ 0.6M for purchase of deed restrictions at 6 West in Edwards 2017Î2021 $4.3M in the purchase of individual units 2018Î2021 $7.3M in InDEED deed restrictions from 2018 to 2021. 5-year total: $20.5M Over the past five years, the town has invested $20.5M in housing programs and developments, not including the construction of 72 new units at The Residences at Main Vail. This significant commitment to housing for locals was supported by voters in November, 2021 with the approval of a new 0.5% sales tax that will generate approximately $4.5M per year. The town is pursuing numerous opportunities to create more housing, such as a redevelopment of Timber Ridge, potential development on CDOT property, and a State Land Board parcel in Eagle-Vail, among others. 35 II. BACKGROUND Purpose of the 2021/2022 STR Study: th On July 6 2021, staff presented background history and data on the townÓs short-term rental regulations and activity. During that presentation, Town Council expressed concern that the town is experiencing a severe shortage of housing for the local workforce and directed staff to bring back an emergency ordinance to suspend new STR registrations. On July 20, 2021 an emergency ordinance was presented to Town Council but after hearing concerns from citizens and local businesses the ordinance was not passed. At the direction of Town Council, staff contracted with RRC Associates and Economic & Planning Systems Inc. (EPS) in September of 2021 to conduct a study in order to better understand the townÓs short-term rental (STR) inventory and its impacts on the community. Conclusions of the Short-Term Rental Study Throughout the short-term rental study, a considerable amount of data and analysis was presented on short-term rental activity in the Town of Vail. To summarize, the study reviewed current regulations, real estate market impacts, peer community approaches to regulation, and the granular location densities and inventory composition of the registered STR properties throughout town. Below is a summary of key findings from the study: 31% of residential parcels were registered as STRs (a total of 2,454 units) 18% of units in Zone 2 were registered as an STR in 2021 with new registrations in Zone 2 occurring at a higher rate since January 2020 than in prior years 138 of the 410 properties sold (one-third) during 2021 were registered as an STR before the sale, after the sale or both Vacant homes and those used for seasonal, recreational, or occasional uses represent 69% of the townÓs housing stock according to census data; this did not change significantly between 2010 and 2019 Saturation of STRs in business license Zone 2 is significantly lower than the overall rate of 32%. When adjusted for STRs located in developments with 24/7 onsite management, the saturation rate is at or below 20% in these areas Data suggests that though the full-time resident population in Vail has increased, the population of locals aged 18-34 has declined The number of owner-occupied housing units increased from 2010 to 2019, while the number of long-term rentals decreased resulting in a net loss of 162 local occupied rental housing units 36 III. DISCUSSION The study has presented the challenges that come with managing STR activity while trying to address local housing availability. In the attached ordinance, several updates to the existing STR regulations are presented based on the feedback of the council. These are discussed in- depth here. Transition to STR Licenses To increase requirements for obtaining the right to short-term rent a residential property in the Town of Vail, it is also recommended that the Town transition from a STR registration to a STR license requirement. A license is a legal document that gives official permission to engage in the act of short-term property rental. Existing requirements do not include being granted official permission, merely to register the STR property with the Town. Changing the requirement will allow for; Enhanced enforcement of STR regulations Enhanced enforcement of STR penalties Greater staff oversight of STR activity in the Town Ability to require additional proposed STR Fire Safety Inspections and Insurance requirements Increased Penalties and Fines During the STR study presentation, Council has expressed concern over STR properties impacting neighborhood character and community standards. It was questioned whether our current STR enforcement structure is adequate to mitigate these problems. Currently, the townÓs STR violation structure has four levels, with the fourth being a revocation of the STR registration for two years. Staff recommends changing this policy by reducing the maximum number of violations from four to three, increasing the fine amounts for each level, and increasing the revocation period from two to three years. Additionally, staff suggests imposing a significant fine of $2,670, the maximum allowed penalty under code, for any STR found operating without a valid registration. The purpose of this would be to dissuade non-compliance from unregistered units. Below is a summary of the recommended violation and fine structure: 37 Health and Life Safety Standards Staff recommends revisiting the current health and life safety standards required by the STR ordinance. Currently, the town requires a self-compliance affidavit to be completed by the homeowner or property manager attesting that their property or properties adhere to the items listed on the affidavit including fire and building safety standards, community impacts like parking and noise ordinance, and occupancy limits. Based on recommendations from Vail Fire Department, staff has included the following requirements in the ordinance to improve safety compliance and create some alignment with commercial hotels and lodges: Fire Department Inspections Town staff recommends requiring a periodic inspection of all short-term rental units not located in buildings with on-site, 24/7 management. Staff recommends requiring proof of inspection every three years as a condition of renewal of the STR license and verification of the fire and life-safety affidavit in intervening years. In order to stagger inspections of existing STR st licensees, staff recommends an effective date of January 1, 2026 for this requirement. This program would require additional staff time and administration costs which could be covered by increased STR license fees. Staff estimates approximately half of all current STR licenses would require an inspection Staff recommends requiring the following items in the proposed fire safety inspection: 1. Fire extinguishers 2. Adequacy of egress (exits) 3. Egress plan is posted 4. Carbon monoxide detectors 5. Smoke alarms 6. Occupant load 7. Improvised electrical conditions and use of extension cords 8. Use of portable heating appliances 9. Outdoor heating appliances 10. Physical address including unit # is provided in a conspicuous manner This policy is recommended to increase the health and life safety standards of these properties and mitigate the risk of property damage. Require Proof of Adequate Insurance for Short-Term Rental Activity As identified by the Rocky Mountain Insurance Information Institute and Insurance Information Institute, standard homeownerÓs insurance policies are generally inadequate on their own to cover claims due to STR activity. This may negatively impact neighboring homes and units which experience claims due to the activity. Some insurers will cover these claims when the STR activity is very limited, generally one rental per year. Staff recommends requiring proof of one of the following with a minimum $1.0 million coverage for all STRs: o Endorsement to a home ownerÓs policy for coverage of STR activities o Proof of other gap insurance policy for STR activities, excluding automatic insurance provided by online STR rental platforms like Airbnb, VRBO, 38 etcÈ These policies are far less comprehensive than standard homeownerÓs or commercial insurance Tiered License Fees The Town of VailÓs current license fees are lower than peer communities and are well below the townÓs administrative costs for STR enforcement. At the last council meeting, Town Council expressed support for the following base fees for STR licenses to cover administrative costs A. Base Fees to Cover Administrative Costs Base Fees (to cover Admin costs) Annual Estimated Revenue All STR Registrations$150 Per Registration$375,000 This base fee will cover costs to the Town including, but not limited to: Software dedicated to enforcement of STR regulations and licensing Staff time across the finance, fire, and code enforcement departments Legal costs of enforcement Monitoring of STR activity in Town B. Per Bedroom Fees to Fund Local Housing Initiatives Town Council also expressed support at the last meeting toward adopting a per-bedroom fee to fund housing initiatives in the Town. As covered previously by the fee nexus study, guests staying in STRs spend money in the local economy. This spending is primarily in the retail, food and beverage, and recreation industries which supports jobs that do not pay enough for employees to afford market-rate housing in the town. The basis of this fee is therefore the gap between what employees can afford and the cost to purchase an attached home in Vail. The calculation also accounts for the possibility that a home used as an STR could be occupied by a local resident, and the fee is further based on the difference between the impact of guest spending in the local economy versus the baseline impact of local resident spending. The charts below show a few options for per bedroom fees, based on the maximum fee of $5,912. The full nexus study is included as Attachment A. Staff has received feedback from the Vail business community indicating that high per- bedroom fees may pose a significant cost to property management and Ðcondo-telÑ businesses. There has also been feedback that the town should treat Ðpurpose-builtÑ residential condo properties differently than other residential STRs. Unfortunately, based on the fee study as well as legal limitations, per-bedroom fees should be applied equally to all types of STR properties. However, the town can make an exception for primary, owner-occupied, and rentals less than 30-days per year that may be charged a reduced fee. Fees should also be charged equally across all areas of the town to avoid potential claims of unfair treatment and Equal Protection violations. 39 The below chart outlines proposed per-bedroom fees for various mitigation rates. Currently, the townÓs mitigation rate for commercial linkage is 30% and the townÓs goal is to house at least 30% of employees locally in Vail. Based on those objectives, staff is proposing that Council choose from the following three fee options: Per-bedroom fee for primary residence, owner-Revenue Mitigation Per-bedroom occupied and rentals of generated Rate license fee less than 30-days per for housing year. 30% $1,800 $465 $9,478,000 20% $1,200 $310 $6,334,000 10% $600 $155 $3,190,000 The revenue generated by the per bedroom fee would be allocated to the townÓs Housing Fund for investment in housing initiatives, developments, and programs. While the fees above raise significant dollars, they are one piece of the funding puzzle for housing. If approved, these fees will join other sources of revenue being allocated by the town. IV. ACTION REQUESTED OF COUNCIL Please provide feedback and direction to staff regarding the first reading of Ordinance No. 11, Series 2022. The following items are included in the attached ordinance based on Town Council support April th 5: 1. Increasing fines and penalties for violations of the STR code to $1,500 (first violation) and $2,650 (second violation / unlicensed unit) 2. Late fees for license renewals of $250 3. $150 flat license fee to cover administrative costs 4. An update to health and safety standard requirements for STRs including Fire Department inspections and proof of adequate insurance 5. Per bedroom fees have been included in the ordinance wording, with the dollar amount left blank until tonightÓs discussion. Does Council support a per-bedroom fee amount? 3: M EMORANDUM To:Kathleen Halloran, Finance Director, Town of Vail From: Andrew Knudtsen and Rachel Shindman, Economic & Planning Systems Subject: Short Term Rental Fee Analysis; EPS #213137 Date: May 12, 2022 This technical memorandum summarizes the study supporting a fee program to be applied to short term accommodation unit (short term rental or “STR”) licensees in the Town of Vail. Economic & Planning Systems (EPS) was retained by the Town of Vail to determine a reasonable fee for this program. The analysis demonstrates a reasonable relationship between guest spending from STRs in the town and the demand for housing. The study uses economic impact techniques to quantify the relationships between guest spending when staying in STRs and the number of jobs and employee-households supported in the local economy by that spending. Guests staying in STRs spend money in the local economy. This spending is primarily in the retail, food and beverage, and recreation industries, and in turn creates local jobs. These jobs generate demand for households, which then seek housing units. Many of the jobs created are at wage levels that do not pay enough for employees to afford market rate housing in the town. The basis of this fee is therefore the gap between what employees can afford and the cost to purchase a home in the Town of Vail. The calculation also accounts for the possibility that a home used as an STR could be occupied by a local resident, and the fee is further based on the difference between the impact of guest spending in the local economy and the baseline impact of local resident spending. Rationale This regulatory fee is needed to support the local labor force and Town housing programs that sustain the tourism economy in Vail. Without an adequate supply of housing and housing support programs, the Town risks losing some of its labor supply that is essential to the businesses in which STR guests spend money during their stay. This is important, as tourism is a primary element of the Town’s economic base. 213137- STR Fee Technical Memo 5-12-22 41 Memorandum: Short Term Rental Fee Analysis Page | 2 If businesses do not have an adequate labor force and if workers do not have adequate housing, the guest experience and the Town’s economy are likely to degrade. STR owners or hosts will pay an annual licensing fee under this program. The fee payers receive benefits through investment by the Town in housing for the workforce needed to sustain the visitor economy. STR owners and operators are likely to benefit from the supply of labor and from investments the Town will make using the fee revenue on housing for the local workforce. Having more housing options for the local workforce is also likely to benefit the fee payers in better customer service through increased employee retention and reduced employee turnover. Methodology This analysis uses a jobs-housing economic impact model to quantify the jobs and households supported by guest spending in STRs. The analysis begins by quantifying the jobs supported by spending. Next, several analytical steps are taken to translate the supported jobs to employees and employee-households (where a household is a group of people, related or unrelated, living in one occupied dwelling unit). The IMPLAN model (Impact Analysis for Planning) was used to estimate the relationships between spending and jobs supported. IMPLAN was developed by the Bureau of Land Management, U.S. Forest Service, and the University of Minnesota and is widely used by state and federal agencies, academic researchers, and local economic development organizations to evaluate the economic impacts of proposed policies, new industries, and land use changes. The conversion of jobs (from IMPLAN) to employee households uses analytical techniques commonly used in housing economics and affordable housing studies as discussed further in the body of this memorandum. Data Sources Analysis inputs come from the following sources: Accommodation inventory: Town of Vail (number of units, number of bedrooms, average number of bedrooms per unit) STR occupancy rates: Inntopia Guest spending: Vail Lodging Guest Survey, 2017-2019 (RRC Associates) Home prices: Multiple Listing Service (MLS) Wages by Occupation: Bureau of Labor Statistics (BLS) Median household income: U.S. Census (ACS 5-year estimates, Town of Vail) Jobs per employee: 2016 Vail Employer Survey Results (RRC Associates) Employees per household: U.S. Census (ACS 5-year estimates, Town of Vail) 42 Economic & Planning Systems, Inc. Page | 3 Guest Spending Analysis Guest spending – Guest spending was modeled on the average expenditure across all accommodation types, with data inputs from the Vail Lodging Guest Survey averaged over the 2017 to 2019 time period (RRC Associates). The survey data provides per unit expenditures by type; based on this data, expenditures average $898 per unit per day, including $428 on food and beverage, $300 on retail/shopping, and $170 on entertainment and recreation. Jobs supportedby industry –The spending associated with guests is applied to the IMPLAN model as an “industry output” event for the three affected industries (NAICS 72 – Accommodation and Food Services, NAICS 44-45 – Retail Trade, and NAICS 71 – Arts, Entertainment, and Recreation). IMPLAN applies industry expenditure flows through its input-output model and estimates the spending and jobs supported in the 20 major industries in the North American Industry Classification System (NAICS). Jobs to employees (multiple job holder adjustment) – An adjustment is made to acknowledge that many employees have more than one job, such as two part time jobs or a full time and a part time job. So as not to overestimate the number of employees supported, the number of jobs is reduced using a factor of 1.20 jobs per employee. This factor is specific to the Town of Vail, as reported in the 2016 Vail Employer Survey Results report (RRC Associates). Employees by industry to occupations and wages – A NAICS industry contains a wide range of job types and wage ranges. For example, a worker in the retail NAICS sector could be an accountant (for the retailer) or retail showroom employee. The range of wages and occupations supported is better represented by the 21 Standard Occupational Classifications defined by the Bureau of Labor Statistics (BLS). The National Industry by Occupation Matrix published by the BLS provides the estimated distribution of occupations and wages for each NAICS category. The results from the IMPLAN analysis are applied to the Industry by Occupation Matrix to estimate the number of jobs by wage level supported. Household formation – A final adjustment is made to account for the fact that many households have more than one earner. This adjustment has the effect of raising the collective income of the employees within a household, thus increasing the amount the employee-household can pay for housing and reducing the gap between their ability to pay and the cost of housing. In the Town of Vail, there are an average of 1.85 earners per household (US Census ACS 5-Year estimates). In this analysis, the first earner earns the wage derived from the economic impact analysis and allocation to occupations. The “second” 0.85 earner is assumed to earn 0.85 multiplied by average wage in the industry of the primary earner. Tabulation of households by income range – The last step involves counting the number of households supported by income range, expressed as a percentage of Area Median Income (AMI). Given the breadth of need addressed by housing programs and policies in the Town of Vail, all households earning up to 200 percent of AMI are included for this analysis. The AMI definitions are based on the Colorado Housing and Finance Authority (CHFA) 2020 income limits for Eagle County. 43 Memorandum: Short Term Rental Fee Analysis Page | 4 Local Resident Household Analysis The last component of the analysis involves isolating the difference between guest spending and local resident household spending. To do this, the same steps outlined above are undertaken for a resident household earning the local median income of $89,987 (as reported in the U.S. Census ACS 2019 data for Vail) to document the jobs supported from household spending in the economy. This household income is input to the IMPLAN model, which applies an expenditure profile (including savings) specific to the household income range. The model then estimates the spending and jobs supported in the 20 major NAICS industries. The same steps to determine need by AMI range are completed, and this housing need is then subtracted from that of guest spending, resulting in the needs associated with guest spending above those of a local resident household. 44 Economic & Planning Systems, Inc. Page | 5 Analysis Guest Spending Guest spending was modeled on the average per-unit expenditure across all accommodation types, with data inputs from the Vail Lodging Guest Survey averaged over the 2017 to 2019 time period (RRC Associates). Within the IMPLAN model 1,000 accommodation units were modeled in order to establish an appropriate scale of analysis. Per unit and per bedroom adjustments are made later in the model to calibrate the fee. As shown in Table 1, with an average daily spending rate of $898 per unit per day, 1,000 units results in total annual spending of $327.9 million. Note that at this point in the analysis 100 percent occupancy (365 days of spending) is used. The average annual occupancy rate adjustment is applied later in the analysis. Table 1. Guest Spending Guest Spending - Description Factors All Program Units1,000 Guest Spending (per unit per day) Food & beverage$428 Retail/shopping$300 Entertainment/recreational activities$170 Total$898 Annual Guest Spending (per unit per year) Food & beverage 365 days (100% occ.)$156,233 Retail/shopping 365 days (100% occ.)$109,539 Entertainment/recreational activities 365 days (100% occ.)$62,144 Total$327,916 Total Guest Spending Food & beverage 1,000 units$156,233,398 Retail/shopping 1,000 units$109,538,597 Entertainment/recreational activities 1,000 units$62,143,716 Total$327,915,711 Source: RRC Associates; Economic & Planning Systems 45 Memorandum: Short Term Rental Fee Analysis Page | 6 Jobs, Employees, and Households As shown in Table 2, the spending associated with 1,000 accommodation units supports 3,208.15 jobs. The industries with the most jobs are those with direct spending impacts – specifically accommodation and food services; arts, entertainment and recreation; and retail. Following total jobs, the next step is to translate jobs to employees. In today’s economy it is common for people to hold more than one job. To step down from jobs to employees, jobs are divided by a factor of 1.20 jobs per employee. As shown in Table 2, the 3,208.15 jobs supported by 1,000 accommodation units results in 2,673.46 employees after the adjustment for multiple job holders. Table 2. Jobs and Employees by Industry Supported from Guest Spending Guest Spending Jobs by Industry Employees by Description(IMPLAN Results)Category Jobs to Employee Conversion Factor 1.20 Industrial Sectors 11 Ag, Forestry, Fish & Hunting3.873.22 21 Mining0.500.42 22 Utilities2.622.18 23 Construction13.9211.60 31-33 Manufacturing1.511.26 42 Wholesale Trade15.5212.93 44-45 Retail trade453.41377.84 48-49 Transportation & Warehousing32.9027.42 51 Information11.719.76 52 Finance & insurance43.3236.10 53 Real estate & rental117.3097.75 54 Professional- scientific & tech svcs85.7271.44 55 Management of companies20.9217.44 56 Administrative & waste services101.2084.33 61 Educational svcs14.1111.76 62 Health & social services58.4148.67 71 Arts- entertainment & recreation536.29446.91 72 Accomodation & food services1,637.301,364.41 81 Other services50.8842.40 91-99 Government & non NAICs6.745.62 Total3,208.152,673.46 Source: IMPLAN; Economic & Planning Systems 46 Economic & Planning Systems, Inc. Page | 7 Employee to Household Conversion To translate employees to households and their related income levels, the analysis steps are as follows: Employees by Occupation –The jobs by NAICS classification are converted to more specific occupation categories to obtain a more detailed distribution of wage levels for the new jobs, since using the average wage for an industry masks the upper and lower wage levels. The BLS National Industry by Occupation Matrix provides the estimated distribution of occupations for each NAICS category. The wages for each occupation in Eagle County are estimated by indexing the national wages by occupation and industry to the average wage in that industry for Eagle County. Employees to Households – The next adjustment for estimating housing demand is to account for multiple earners per household. On average, there are 1.85 earners per household in the Town of Vail. This adjustment reduces the 2,673.46 employees supported from guest spending in 1,000 accommodation units to 1,445.11 employee- households. Wages and Household Income – The next step in the employee and household analysis is to estimate household incomes accounting for the wages from the primary and secondary earners in the household. The primary earner – the jobs estimate from the IMPLAN analysis – is assigned the average wage for their industry and occupation. The second 0.85 earner (totaling 1.85 earners per household) is assumed to make the average wage for the industry in which the primary earner is employed. Households and Target Income Ranges The last step in the guest spending analysis is to tabulate the employee-households at Table 3. Households by AMI Supported by Guest Spending income levels of 200 percent of AMI or less. For guest spending Guest Spending - All in 1,000 accommodation units, there are 1,426.3 employee Total Households Generated per 1,000 Units1,445.1 households supported below 200 percent of AMI, as shown in Households by Income Range Table 3. Of the 1,445.1 total 30% of Median0.0 50% of Median0.0 employee-households 80% of Median282.0 supported, 98.7 percent are at 100% of Median950.4 incomes of 200 percent of AMI 120% of Median50.8 or less. The balance of 1.3 150% of Median90.6 200% of Median52.5 percent are compensated Total - Target Income Ranges1,426.3 sufficiently to afford market rate housing. These are the Percent of Households Generated98.7% employee households needed to Source: Economic & Planning Systems support the spending in the economy from 1,000 STR units. 47 Memorandum: Short Term Rental Fee Analysis Page | 8 Employee-Household Housing Gap To determine affordability needs, the gap for households earning up to 200 percent AMI (by AMI category) is calculated based on the cost to purchase a home in the town, estimated using the median cost for attached homes (e.g., condos). Housing costs were based on sales during the four-year period from 2018 through 2021. This calculation assumes an income for a 2.5-person household as a proxy for an average household size and uses CHFA income levels for Eagle County as those are the income definitions used in most housing qualification processes. As shown in Table 4, affordable prices at these AMI levels range from $55,700 at 30 percent AMI to $726,800 at 200 percent AMI. With a median home cost of $1,250,000, the gap per unit ranges from $1,194,300 at 30 percent AMI to $523,200 at 200 percent AMI. Table 4. Affordable Price and Gap by Income Range AMI DescriptionFactor30%60%80%100%120%150%200% HH Income and Housing Expense HH Income (2.5-person household)2.5 pp/hh$25,500$51,000$68,000$85,000$102,000$127,500$170,000 Affordable Monthly Housing Cost30%$638$1,275$1,700$2,125$2,550$3,188$4,250 Supportable Monthly Payment Less: Insurance$2,500/year-$208-$208-$208-$208-$208-$208-$208 Less: Property Taxes7.15% ass't rate50.751 mills-$20-$60-$80-$100-$120-$160-$210 Less: Miscellaneous (e.g. HOA Dues)$1,500/year-$125-$125-$125-$125-$125-$125-$125 Net Supportable Mortgage Payment (Monthly)$284$882$1,287$1,692$2,097$2,694$3,707 Valuation Assumptions Loan Amount$52,900$164,200$239,700$315,100$390,600$501,900$690,500 Mortgage Interest Rate5.0% int.5.0% int.5.0% int.5.0% int.5.0% int.5.0% int.5.0% int. Loan Term30-year term30-year term30-year term30-year term30-year term30-year term30-year term Downpayment as % of Purchase Price5.0% down pmt5.0% down pmt5.0% down pmt5.0% down pmt5.0% down pmt5.0% down pmt5.0% down pmt Maximum Supportable Purchase Price$55,700$172,800$252,300$331,700$411,200$528,300$726,800 Cost per Unit$1,250,000$1,250,000$1,250,000$1,250,000$1,250,000$1,250,000$1,250,000 Gap per Unit$1,194,300$1,077,200$997,700$918,300$838,800$721,700$523,200 Source: Economic & Planning Systems 48 Economic & Planning Systems, Inc. Page | 9 Local Resident Spending To isolate the effect of guest spending on housing need, a similar methodology was followed to determine the relationship between a local resident household and housing need. This was then subtracted from the guest impact. Local resident spending was modeled based on the median household income in Vail of $80,987, as reported in the U.S. Census 2019 American Community Survey. As with guest spending, 1,000 households were modeled and per household adjustment is made to calculate the final fee. As shown in Table 5, a household income of $80,987 results in a disposable income of $58,774 after accounting for payroll tax. Based on these figures, the total disposable income for 1,000 households is $58.77 million. Table 5. Local Resident Household Income Factors DescriptionLocal Spending Program Units1,000 HH Income (Vail median)ACS 2019 5-Yr Estimate$80,987 Minus Payroll Tax Federal$12,697 FICA$5,021 Medicare$1,174 State$3,321 Total Deductions$22,213 Net Pay / Adjusted Household Income$58,774 Total Annual Household Income 100%$80,987,000 Total Annual Payroll Rax 27%-$22,213,000 Disposable Income 73%$58,774,000 Source: US Census; Economic & Planning Systems 49 Memorandum: Short Term Rental Fee Analysis Page | 10 This income was input to IMPLAN, which then calculates the jobs supported by this household spending. As shown in Table 6, 1,000 households earning the median income support 312.72 jobs. Applying the multiple jobholder factor of 1.20 jobs per employee, this spending results in 260.60 employees. Table 6. Jobs and Employees by Industry Supported from Local Spending Local Spending Jobs by Industry Employees by Description(IMPLAN Results)Category Jobs to Employee Conversion Factor 1.20 Industrial Sectors 11 Ag, Forestry, Fish & Hunting1.010.84 21 Mining0.100.09 22 Utilities0.630.52 23 Construction3.943.28 31-33 Manufacturing0.470.39 42 Wholesale Trade5.604.67 44-45 Retail trade47.7739.81 48-49 Transportation & Warehousing9.537.94 51 Information3.723.10 52 Finance & insurance18.8315.69 53 Real estate & rental46.4738.73 54 Professional- scientific & tech svcs15.2012.67 55 Management of companies1.661.38 56 Administrative & waste services21.5417.95 61 Educational svcs7.005.83 62 Health & social services50.1741.81 71 Arts- entertainment & recreation11.749.79 72 Accomodation & food services40.1933.49 81 Other services25.3021.08 1.55 91-99 Government & non NAICs1.86 Total312.72260.60 Source: IMPLAN; Economic & Planning Systems 4: Economic & Planning Systems, Inc. Page | 11 These employees were then categorized by occupation and wage and converted into employee households following the same methodology for guest spending. As shown in Table 7, local resident household spending supports a total of 140.90 employee- households, 93.0 percent (131.0 households) of which fall at or below 200 percent of AMI. Affordability needs of these households are determined using the same methodology outlined for guest spending. Table 7. Households by AMI Supported by Local Spending Local Spending Total Households Generated per 1,000 Units140.9 Households by Income Range 30% of Median0.0 50% of Median0.0 80% of Median18.0 100% of Median60.1 120% of Median13.8 150% of Median28.6 200% of Median10.5 Total - Target Income Ranges131.0 Percent of Households Generated93.0% Source: Economic & Planning Systems 51 Memorandum: Short Term Rental Fee Analysis Page | 12 Fee Calculation This section outlines the calculation of the accommodation unit license fee. There are four key components to the fee calculation: Households Supported – The number of households at or below 200 percent of AMI supported by guest spending form the basis of the fee, as these represent employees needed in the community who cannot otherwise afford housing. Occupancy Rate – The impacts of guest spending were determined assuming 100 percent occupancy (i.e., 365 days per year) for modeling purposes and needs to be adjusted for annual occupancy rates. An occupancy rate of 40.0 percent is applied to the housing demand, based on the occupancy data for properties in Zone 1 and Zone 2 from 2016 through 2019 as well as 2021 (2020 was excluded, as COVID impacts made the data non-representative of local conditions). Affordability Gap – The affordability gap per household and AMI range described earlier ranges from $523,200 at 200 percent of AMI to $1,194,300 at 30 percent of AMI. The number of households in each AMI category (after accounting for the occupancy rate) are multiplied by the gap per household to calculate the total affordability gap. This gap is calculated for both guest spending and local spending. Based on this calculation, the gap per accommodation unit is $515,216 and the gap per local household/housing unit is $110,819. Adjustment for Local Households – To isolate the impact of guest spending above the impact of a local household, the gap associated with local household spending ($110,819) is subtracted from the gap associated with guest spending ($515,216). This results in a net gap per accommodation unit of $404,397. This fee is then adjusted to reflect a per-bedroom figure (rather than per unit). EPS’s analysis of the Town’s STR data indicates that STRs have an average of 2.28 bedrooms per unit. This is then annualized over 30 years (divided by 30), which is a typical financing period for a long-term housing investment. Based on this analysis, the maximum fee per bedroom is $5,912, as shown in Table 8. This maximum fee amount is the annualized cost of providing housing to the local workforce supported by guest spending. 52 Economic & Planning Systems, Inc. Page | 13 Table 8. Fee Calculation Local SpendingGuest Spending - All Households Generated (per 1,000 units)A 30% of Median0.00.0 50% of Median0.00.0 80% of Median18.0282.0 100% of Median60.1950.4 120% of Median13.850.8 150% of Median28.690.6 200% of Median10.552.5 Total per 100 Units131.01,426.3 Per 1.0 Units0.131.43 STR Occupancy RateB 40.0% Net Households Generated (per 1,000 units)C 30% of Median A x B 0.00.0 50% of Median0.00.0 80% of Median18.0112.7 100% of Median60.1379.7 120% of Median13.820.3 150% of Median28.636.2 200% of Median10.521.0 Total per 1,000 Units131.0569.8 Per 1.0 Units0.130.57 Gap per Household by AMI RangeD 30% of Median$1,194,300$1,194,300 50% of Median$1,077,200$1,077,200 80% of Median$997,700$997,700 100% of Median$918,300$918,300 120% of Median$838,800$838,800 150% of Median$721,700$721,700 200% of Median$523,200$523,200 Total GapE 30% of Median C x D$0$0 50% of Median$0$0 80% of Median$17,918,868$112,400,795 100% of Median$55,196,836$348,678,886 120% of Median$11,568,172$17,037,798 150% of Median$20,634,526$26,123,638 200% of Median$5,500,933$10,975,135 Total$110,819,335$515,216,252 Gap (Fee) per UnitF E / 1000-$110,819-$515,216 Net STR Gap per Unit (minus local spend)-$404,397 Avg. Number of Bedrooms2.28 Net STR Gap (Fee) per Bedroom-$177,367 Annualized Fee per Bedroom 30 years$5,912 Source: Economic & Planning Systems 53 Memorandum: Short Term Rental Fee Analysis Page | 14 Final Fee The fee outlined above represents the maximum reasonable fee to be charged under this program. Communities will generally apply a mitigation rate to this fee to determine the final fee to be charged. As shown in Table 9, a mitigation rate of 15 percent would result in an annual per bedroom fee of $890, a 50 percent mitigation rate would result in a $2,960 annual fee, while a 65 percent mitigation rate would result in a fee of $3,840 per bedroom annually. Table 9. Mitigation Rates Fee Per Bedroom Description Maximum Annual Fee$5,912 Mitigation Rate 15%$890 20%$1,180 25%$1,480 30%$1,770 35%$2,070 40%$2,360 45%$2,660 50%$2,960 55%$3,250 60%$3,550 65%$3,840 Source: Economic & Planning Systems Over time, as development opportunities within communities have become limited, as market pressures have increased, and as commute-sheds have grown, local officials have increased mitigation rates, reflecting a greater pressure on the need for local affordable housing. Mitigation rates in peer communities for similar programs (STR fees, residential linkage fees, and commercial linkage fees) range from 15 percent to 65 percent, with many programs falling in the middle of that range. 54 Economic & Planning Systems, Inc. Page | 15 Owner-Occupied Short Term Rentals In the Town of Vail, owner-occupied properties are limited to 30 days or less of short term rentals per year. A unit rented for a maximum of 30 days per year represents a maximum occupancy rate of 8.2 percent, and thus justifies a separate fee calculation. Additionally, since these units are occupied by local residents the impact of guest spending occurs in addition to the impact of local spending. Thus, the impact of local household spending is not netted out of the guest spending impact attributed to the STR. As shown in Table 11, this results in a maximum annual fee per bedroom of $1,550. As with the standard fee, a mitigation rate would be applied to determine the final fee to be charged. Examples of the per-bedroom fee at a range of mitigation rate levels are shown in Table 10. For example, a 15 percent rate would result in an annual per bedroom fee of $230, a 50 percent mitigation rate would result in a $780 annual fee, while a 65 percent mitigation rate would result in a fee of $1,010 per bedroom annually. Table 10. Mitigation Rates – Owner Occupied Units Fee Per Bedroom Description Maximum Annual Fee$1,550 Mitigation Rate 15%$230 20%$310 25%$390 30%$470 35%$540 40%$620 45%$700 50%$780 55%$850 60%$930 65%$1,010 Source: Economic & Planning Systems 55 Memorandum: Short Term Rental Fee Analysis Page | 16 Table 11. Fee Calculation – Owner Occupied Units Guest Spending - Owner-Occupied Households Generated (per 1,000 units)A 30% of Median0.0 50% of Median0.0 80% of Median282.0 100% of Median950.4 120% of Median50.8 150% of Median90.6 200% of Median52.5 Total per 100 Units1,426.3 Per 1.0 Units1.43 STR Occupancy RateB 8.2% Net Households Generated (per 1,000 units)C 30% of Median A x B 0.0 50% of Median0.0 80% of Median23.2 100% of Median78.1 120% of Median4.2 150% of Median7.4 200% of Median4.3 Total per 1,000 Units117.2 Per 1.0 Units0.12 Gap per Household by AMI RangeD 30% of Median$1,194,300 50% of Median$1,077,200 80% of Median$997,700 100% of Median$918,300 120% of Median$838,800 150% of Median$721,700 200% of Median$523,200 Total GapE 30% of Median C x D$0 50% of Median$0 80% of Median$23,123,770 100% of Median$71,732,325 120% of Median$3,505,119 150% of Median$5,374,313 200% of Median$2,257,871 Total$105,993,397 Gap (Fee) per UnitF E / 1000-$105,993 Avg. Number of Bedrooms2.28 Net STR Gap (Fee) per Bedroom-$46,488 Annualized Fee per Bedroom 30 years$1,550 56 Source: Economic & Planning Systems ORDINANCE NO. 11 SERIES 2022 AN ORDINANCE REPEALING AND REENACTING CHAPTER 4-14 OF THE VAIL TOWN CODE, REGARDING SHORT-TERM RENTALS, AND ESTABLISHING A LICENSING PROGRAM AND ANNUAL FEE FOR SHORT-TERM RENTALS WHEREAS,guests staying in short-term rentals ("STRs")in the Townspend money in the local economy, primarily in the retail, food and beverage and recreation industries, and in turn create local jobs; WHEREAS, these jobs generate demand for housing, but many of the jobs created are at wage levels that do not pay enough for employees to afford market rate housing in the Town; WHEREAS, without an adequate supply of housing and housing support programs, the Town risks losing some of its labor supply that is essential to the businesses in which STR guests spend money during their stay; WHEREAS, to pay for the required housing supply and support programs,and to cover the costs of administering the Town's STR licensing program, annualfees for STRs are necessary; WHEREAS, the Town contracted with Economic and Planning Systems, Inc. to conduct a study to determine the appropriate fees for STRs, and the Town Council is relying on that study to set the annual fees for STRs; WHEREAS,without regulation by the Town, nuisances created by STRs, such as noise, parking issues and over-occupancy, would negatively impact neighborhoods in the Town; and WHEREAS, the Town wishes to ensure the safety of guests staying in STRs by ensuring that they meet minimal life-safety requirement. NOW, THEREFORE, BE IT ORDAINED BY THE TOWN COUNCIL OF THE TOWN OF VAIL, COLORADO, THAT: Section 1. Chapter 4-14 of the Vail Town Code is hereby repealed in its entirety and reenacted as follows: CHAPTER 14 SHORT-TERM RENTALS 4-14-1: PURPOSE AND APPLICABILITY: A. The purpose of this Chapter is to establish a comprehensive licensingprogramto safeguard the public health, safety, and welfare by 1 5/12/2022 S:\\FINANCE\\BUDGET\\BUDGET 22\\TOWN COUNCIL MEMOS\\STR\\STR-O051222 ORDINANCE 11.2022 1ST READING.DOCX 57 regulating and controlling the use, occupancy, location, and maintenance of short-term rentals in the Town. B.This Chapter shall apply to short-term rentalsonly, as defined herein. This Chapter shall not supersede or affect any private conditions, covenants, or restrictions applicable to short-term rentals. 4-14-2: DEFINITIONS: For purposes of this Chapter, the following terms shall have the following meanings: LEASE:Anyagreement, whether verbal or written,by which an owner gives to a tenant, for valuable consideration, possession and use of property or a portion thereof for a definite term, at the end of which term the owner has an absolute right to retake control and use of the property. PRINCIPAL PLACE OF RESIDENCE: The home or place in which one's habitation is fixed and to which one has a present intention of returning after a departure or absence therefrom. In determining what is a principal place of residence, the Town shall consider the criteria set forth in C.R.S. § 31- 10-201(3), as amended. PROPERTY MANAGEMENT FIRM: An entity comprised of one or more professional property managers with all required licenses in good standing, or a group of one or more employees of a lodge or fractional fee club (as those terms are defined in Section 12-2-2 of this Code) who are trained in property management and provide such services to owners of STRs within the lodge or fractional fee club, which entity or group is designated by the STR owner to act as the STR owner's agent regarding the STR. PROFESSIONALLY MANAGED STR:An STR that is managed, operated or controlled by a property management firm. SHORT-TERM RENTAL (STR): A residential dwelling unit, or any room therein, available for lease for a term of less than thirty (30) consecutive days, but excluding bed and breakfasts and accommodation units. 4-14-3: LICENSE REQUIRED: A. General. A current, valid license is required for each STR in the Town. Each STR license is non-transferable. B. Application. For new licenses and renewals, the STR owner or property management firm shall file an application with the Finance Director or designee, on forms supplied by the Town, accompanied by the following: 1. The applicable license fee established by Section 4-14-4; 2 5/12/2022 S:\\FINANCE\\BUDGET\\BUDGET 22\\TOWN COUNCIL MEMOS\\STR\\STR-O051222 ORDINANCE 11.2022 1ST READING.DOCX 58 2.An administrative fee of $150, which administrative fee shall be used by the Town to offset the costs of processing the application; 3.An affidavit, signed by the owner or the property management firm, under penalty of perjury, certifying that the STR isin habitable condition and complies with the health and safety standards set forth in this Chapter; and 4. If the STR is located within a duplex, a copy of a written notice sent by the owner or property manager to the last known address of the record owner of the adjoining residential dwelling unit, by first-class mail at least seven (7) days prior to submission of the application. B. Local Representative. Each application shall include the appointment of a natural person who shall remain within a sixty (60) minute distance of the STR and is available twenty four (24) hours per day, seven (7) days per week, to serve as the local representative for the STR. At least five (5) days prior to any change in such appointment, the STR owner or property management firm shall notify the Town of such change, including new contact information. For an STR located in a building with onsite management services available at all times, if the STR owner uses such services, no local representative appointment shall be required. C. Expiration; Renewal. Each STR license shall expire on February 28 of each calendar year, or when title of the STR transfers to a new owner, whichever occurs first; each change in ownership of a STR shall require a new license. D. Timing. An initial license application shall be filed at least thirty (30) days prior to any advertising of an STR. A renewal application shall be filed by January 31 of the year in which the license expires. E. Revocation. In addition to any other penalties allowed by this Chapter, the Town may revoke any STR license if the Town finds and determines that any violation of this Chapter exists at the STR; provided that the Town provides the licensee with at least fourteen (14) days' prior written notice and an opportunity to be heard prior to revocation. The notice shall include a description of the violation and the date and time when the STR owner may appear and be heard, and the notice shall be either personally served on the STR owner or mailed by first-class United States Mail to the last-known address of the STR owner or property management firm. 4-14-4: LICENSE FEES: A. The purpose of the STR license fee is to offset the impacts of STR use and occupancy on the Town's workforce, and particularly workforce housing, as demonstrated by the current study performed by the Town 3 5/12/2022 S:\\FINANCE\\BUDGET\\BUDGET 22\\TOWN COUNCIL MEMOS\\STR\\STR-O051222 ORDINANCE 11.2022 1ST READING.DOCX 59 regarding such issues, and also to cover the Town's costs in administering the STR licensing program established by this Chapter. B.The STR license fee shall be imposed per bedroom offered for lease, and the maximum number of bedrooms offered at any time during a calendar year shall be used to establish the amount of the fee. By way of example, if an STR includes one (1) bedroom for lease for eleven (11) months in a calendar year, but three (3) bedrooms for lease for one (1) month of a calendar year, the STR shall be subject to the STR fee for three (3) bedrooms. C. The STR license fee is assessed per calendar year. If an STR license is revoked, no refund shall be provided. If an application is filed mid- year, the license fee shall be reduced accordingly. D. The license fees for STRs are as follows: 1. An STR located on property that is the property owner's principal place of residence: $_______ per bedroom. 2. An STR that is rented for less than thirty (30) total days per year, regardless of whether the property is the property owner's principal place of residence: $______ per bedroom. 3. All other STRs: $ ______ per bedroom. 4-14-5: INSURANCE: Every STR shall be continuously insured, with minimum limits of $1,000,000. The insurance may be in any of the following forms: property liability insurance; commercial liability insurance; or an endorsement to a homeowner’s policy for coverage of STR activities. Insurance provided by online STR platforms does not qualify as valid insurance under this subsection. 4-14-6: HEALTH AND SAFETY STANDARDS; INSPECTIONS: A. Standards: Each STR shall comply with all of the following standards, at a minimum, at all times while the STR is occupied: 1. Buildings, structures or rooms shall not be used for purposes other than those for which they were designed or intended. 2. Roofs, floors, walls, foundations, ceilings, stairs, handrails, guardrails, doors, porches, all other structural components and all appurtenances thereto shall be capable of resisting any and all forces and loads to which they may be normally subjected and shall be kept in sound condition and in good repair. 4 5/12/2022 S:\\FINANCE\\BUDGET\\BUDGET 22\\TOWN COUNCIL MEMOS\\STR\\STR-O051222 ORDINANCE 11.2022 1ST READING.DOCX 5: 3.An operable toilet, sink, and either a bathtub or shower shall be located within the same building, and every room containing a toilet or bathtub/shower shall be completely enclosed by walls, doors, or windows that will afford sufficient privacy. 4.There shall be a sufficient number of trash receptacles to accommodate all trash generated by the occupants, and all receptacles shall comply with Title 5, Chapter 9 of this Code. 5.Occupancy of an STR shall comply with Title 12, Chapter 2 of this Code. 6.The use of portable outdoor fireplaces is prohibited. 7.Electrical panels shall be clearly labeled. 8.All pets shall be subject to Title 6, Chapter 4 of this Code. 9.All items listed in subsection B.2. hereof shall comply with the current Vail Fire Code. 10. Parking for each STR shall comply with all applicable provisions of this Code. All vehicles shall be parked in designated parking areas, and parking is prohibited in any landscaped area. 11. A sign shall be conspicuously inside each STR with the STR license number, the local representative's current contact information, and the physicaladdress of the STR, including unit number if applicable. B. Inspections: 1. When required: a. Each STR, other than those located in buildings with on-site management services available at all times, shall obtain a fire and life safety inspection as a condition of license issuance and every three (3) years thereafter. Requests for inspections shall be made to Vail Fire and Emergency Services at leastsixty(60) days prior to the date of the initial license application and at least sixty (60) days prior to the end of each subsequent three (3) year period. b. Notwithstanding the foregoing, each STR that was validly registered with the Town on the date of the ordinance codified in this Section, and is not located in a building with on-site management services available at all times, is eligible for an STR license without an initial inspection, provided that the STR is inspected prior to January 1, 2026 andevery three (3) years thereafter. Requests for initial inspections shall be made to Vail Fire and Emergency Services 5 5/12/2022 S:\\FINANCE\\BUDGET\\BUDGET 22\\TOWN COUNCIL MEMOS\\STR\\STR-O051222 ORDINANCE 11.2022 1ST READING.DOCX 61 on or before July 1, 2025,and requests for later inspections shall be made at least sixty (60) days prior to the end of each subsequent three (3) year period. 2. Items Inspected: The following will be inspected by Vail Fire and Emergency Services for compliance with the current Vail Fire Code: a. Fire extinguishers; b. Adequacy of egress; c. Posted egress plan; d. Carbon monoxide detectors; e. Smoke alarms; f.Occupant load; g. Improvised electrical conditions and use of extension cords; h.Use of portable heating appliances and outdoor heating appliances; and i. Conspicuous posting of the physical address of the STR. 3. Re-inspection: If an inspection reveals that an STR is not in compliance with this Chapter, a re-inspection shall be required. Re- inspections must be scheduled in advance and may take up to sixty (60) days to complete. 4-14-7: ADVERTISING: Advertising for an STR shall include the STR license number immediately following the description of the STR. 4-14-8: TAXES: A. All applicable Town Sales and Lodging Taxes for STRs shall be timely collected and remitted. B. A property management firm may submit one tax payment for multiple STRs, so long as there is sufficient supporting information to identify each individual STR and the taxes collected on such STR. 4-14-9: INITIAL COMPLAINTS: Initial complaints concerning a short-term rental property shall be directed to the local representative. The local representative shall resolve the issue 6 5/12/2022 S:\\FINANCE\\BUDGET\\BUDGET 22\\TOWN COUNCIL MEMOS\\STR\\STR-O051222 ORDINANCE 11.2022 1ST READING.DOCX 62 that was the subject of the complaint within sixty (60) minutes, or within thirty (30) minutes if the problem occurs between 11:00p.m.and 7:00a.m., including visiting the site if necessary. 4-14-10: VIOLATIONAND PENALTY: A. Violation:It is unlawful to violate any provision of this Chapter. Each day of violation shall be deemed a separate offense. B. Liability: Each STR owner shall be liable for any and all violations occurring at the STR. A property management firm shall be jointly and severally liable for any and all violations occurring at any of its professionally managed STRs in the Town. C. Civil Enforcement: 1. If the Town chooses civil enforcement, a citation may be served by posting on the front door of the STR, or by personal service on the STR owner or professional management firm, or by mailing first class U.S. Mail to the last known address of the STR owner or property management firm. 2. Civil violations shall be subject to the following fines and penalties, per STR: First violation in any twelve (12)month period: $1,500 Second violation in any twelve (12) month period: $2,650 3. All penalties shall be paid within fourteen (14) days of the date of the citation. If the civil violation is paid, there shall be no opportunity to challenge or otherwise appeal the violation. If the STR owner disputes the violation, the STR shall file a written protest with the Town within fourteen (14) days of the date of the citation. 4. If the STR protests the citation, the Town shall cancel the citation and proceed to criminal enforcement. 5. If the penalty is not timely paid and no protest is timely filed, the Town may summarily suspend the STR license until the penalty is fully paid. Written notice of such suspension shall be provided to the last-known address of the STR owner, or to the local representative or property management firm. D. Criminal Enforcement: If the Town chooses criminal enforcement or a protest is filed and the civil citation is canceled, a summons and complaint may be served as provided in the Colorado Municipal Court Rules of Civil Procedure. The penalties shall be as set forth in Section 1-4-1 of this Code. 7 5/12/2022 S:\\FINANCE\\BUDGET\\BUDGET 22\\TOWN COUNCIL MEMOS\\STR\\STR-O051222 ORDINANCE 11.2022 1ST READING.DOCX 63 E. Suspension: Regardless of the type of enforcement, the third violation in any twelve (12) month periodfor a single STR, regardless of ownershipof the STR, shall result in a three (3) yearsuspension, commending on the date of the last violation, during which no license shall be granted for such STR. F. Other Remedies: In addition to the penalties described above, the Town shall have any and all remedies provided by law and in equity for a violation of this Chapter, including without limitation: damages; specific performance; and injunctive relief, including without limitation an injunction requiring eviction of any occupants of the STR and an injunction to prohibit the occupancy of any property in violation of this Chapter. Section 4. If any part, section, subsection, sentence, clause or phrase of this ordinance is for any reason held to be invalid, such decision shall not effect the validity of the remaining portions of this ordinance; and the Council hereby declares it would have passed this ordinance, and each part, section, subsection, sentence, clause or phrase thereof, regardless of the fact that any one or more parts, sections, subsections, sentences, clauses or phrases be declared invalid. Section 5. The Town Council hereby finds, determines and declares that this ordinance is necessary and proper for the health, safety and welfare of the Town and the inhabitants thereof. Section 6. The amendment of any provision of the Vail Town Code as provided in this ordinance shall not affect any right which has accrued, any duty imposed, any violation that occurred prior to the effective date hereof, any prosecution commenced, nor any other action or proceeding as commenced under or by virtue of the provision amended. The amendment of any provisionhereby shall not revive any provision or any ordinance previously repealed or superseded unless expressly stated herein. Section 7. All bylaws, orders, resolutions and ordinances, or parts thereof, inconsistent herewith are repealed to the extent only of such inconsistency. This repealer shall not be construed to revise any bylaw, order, resolution or ordinance, or part thereof, theretofore repealed. 8 5/12/2022 S:\\FINANCE\\BUDGET\\BUDGET 22\\TOWN COUNCIL MEMOS\\STR\\STR-O051222 ORDINANCE 11.2022 1ST READING.DOCX 64 INTRODUCED, READ ON FIRST READING, APPROVED, AND ORDERED th PUBLISHED ONCE IN FULL ON FIRST READING this 17day of May, 2022and a th public hearing for second reading of this Ordinance set for the 7day of June, 2022, in the Council Chambers of the Vail Municipal Building, Vail, Colorado. _____________________________ Kim Langmaid, Mayor ATTEST: ____________________________ Tammy Nagel, Town Clerk READ AND APPROVED ON SECOND READING AND ORDERED PUBLISHED th this 17 day of May, 2022. _____________________________ Kim Langmaid, Mayor ATTEST: ____________________________ Tammy Nagel, Town Clerk 9 5/12/2022 S:\\FINANCE\\BUDGET\\BUDGET 22\\TOWN COUNCIL MEMOS\\STR\\STR-O051222 ORDINANCE 11.2022 1ST READING.DOCX 65