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HomeMy WebLinkAboutIPFNA_Growth Analysis Memo_Jan_06 Infrastructure and Public Facilities Needs Assessment: Growth Analysis Memorandum prepared for Planning Department County of Hawai i prepared by D A UNCAN SSOCIATES in association with H H & F ELBER ASTERT EE January 2006 Introduction Hawai i County is currently undertaking an impact fee st udy to determine the fe asibility of implementing an impact fee program. An impact fee is a one-time charge on development, designed to cover the cost of growthÔs impact on infrastructure. Impact fees are designed to ensure that new development contributes a fair share of the cost of the capital improvements needed to serve growth. The purpose of this memorandum is to provide land use and demogr CountyÔs impact fee study. This memorandum consis ts of a comprehensive analysis of the CountyÔs growth patterns and trends. Existing land use data is a key building block for im pact fee analysis, since it is necessary for determining current levels of service. For most types of facilities, the existing level of service is, in some form, a ratio of existing capital facilities to ex isting development being served by those facilities. Most communities have reasonably accurate estimates of existing housi ng units, but many lack reliable data on existing nonresidential development. One of the best sources of such data is the local property tax assessor's office. Significant useful information on residential development is available from the US census. In particular, these data sources provide valuable in formation on average household size by housing type, number of bedrooms, and other characteristics that can be used i This memorandum describes existing residential and nonresidential development from the local tax assessor's database, summarizes available census in formation on dwelling units and average household size by housing type and number of bedrooms, es timates existing residential development based on census data, building permits and other local data , summarizes local population estimates and growth projections, and estimates existing nonresidential development. H C \I N A ÐG A M January 5, 2006, Page 1 AWAI I OUNTY NFRASTRUCTURE EEDS SSESSMENT ROWTH NALYSIS EMORANDUM Population The County of Hawai i encompasses the entire island of Hawai i and has the largest land area of Hawai iÔs counties. The land area of the County is approximately twice the combined land area of all the other islands of the State. Traditionally, agriculture played an important role in the CountyÔs economy an d much of the CountyÔs population growth and development were tied to the growth and employment needs of its agricultural economy. The island of Hawai iÔs diverse climate, topography and scenic beauty along with the innovations in the travel and leisure industry ha ve caused tourism to emerge as the primary economic activity. In addition, the County has seen Figure 1 substantial population growth beyond what POPULATION GROWTH, 1940-2020 would be expected from economic opportunities in the CountyÔs primary industries; such population growth has most likely been due to in-migration of people drawn to the quality of life in the County. The County of Hawai i is currently the second most populous County in Hawai i. The 2000 U.S. Census recorded the CountyÔs population as 148,677. Figure 1 shows the population growth since 1940, and the projected growth through 2020. The County of Hawai iÔs population growth has remained relatively constant over the last two decades, with a slight decline from an annual rate of 2.71 percent in the 1980s to 2.14 percent in the 1990s. According to population projections provid ed in the medium series projections in the Hawai i County General Plan , Hawai i CountyÔs population is expected to grow at about 1.9 percent a year over the next two decades. Figure 2 Under this growth assumption, the CountyÔs population is JUDICIAL DISTRICTS expected to be about 217,718 in 2020. As shown in Table 1, while the overall County population growth has been fairly constant, certain districts have experienced much more rapid growth than the County as a whole. The Districts of Puna, South Kohala and North Kohala have experienced the most rapid growth during the 1980s and 1990s. During the 1990s Puna grew annually by 4.19 percent, South Kohala grew annually by 3.69 percent and North Kohala grew by 3.47 percent per year. H C \I N A ÐG A M January 5, 2006, Page 2 AWAI I OUNTY NFRASTRUCTURE EEDS SSESSMENT ROWTH NALYSIS EMORANDUM Table 1 HAWAII COUNTY POPULATION GROWTH Annual Growth Rate Judicial District 19801990200080-9090-00 1-Puna11,75120,78131,3355.87%4.19% 2-South Hilo42,27844,63947,3860.54%0.60% 3-North Hilo1,6791,5411,720-0.85%1.10% 4-Hamakua5,1285,5456,1080.78%0.97% 5-North Kohala3,2494,2916,0382.82%3.47% 6-South Kohala4,607 9,14013,1317.09%3.69% 7-North Kona13,74822,28428,5434.95%2.51% 8-South Kona5,9147,6588,5892.62%1.15% 9-Ka u 3,6994,4385,8271.84%2.76% Total 92,053120,317148,6772.71%2.14% Source: County of Hawai i Data Book, Section 1 <http://www.hawaii-county.com/>. In addition to the resident population, Hawai i County has a significant tourist population. Table 2 shows the resident population and visitor industry projections through 2020. Based on data from the Hawai i County General Plan , there were 1,265,700 visitors and 10,0 41 hotel rooms in the County in 2000. The average daily visitor census data illustrates the significance of tourism an d its effect on the CountyÔs functional population; under the assumptions used in fo recasting total visitors, the average daily number of visitors is projected to increase by 2.00 percent annually, from 21,831 in 2000 to 32,440 in 2020. The CountyÔs functional population is the total resident popu lation plus the average daily visitor count. Table 2 HAWAII COUNTY POPULATION AND VISITORS Resident Avg. Daily Hotel Year Population Visitors Rooms 1985105,900 8,040 7,511 1990120,317 16,970 8,952 1995137,290 18,650 9,575 2000148,677 21,831 10,041 2005159,908 24,103 10,513 2010176,937 26,612 10,892 2015195,965 29,382 11,200 2020217,718 32,440 11,452 Source: Hawai i County General Plan , Table 1-5; Average Daily Visitor Census, i County Data Book , Table 7.3, data from 2005-2020 1985 to 2000, from Hawai derived used total visitor growth rate projected increase of 2% i County General Plan . Hawai H C \I N A ÐG A M January 5, 2006, Page 3 AWAI I OUNTY NFRASTRUCTURE EEDS SSESSMENT ROWTH NALYSIS EMORANDUM Average Household Size When calculating an impact fee, data on average house hold size for various types of housing units is a critical component. The most recent and reliable data on averag i County is the 2000 U.S. Census. As shown in Table 3 belo w, average household size varies by housing type, ranging from 1.99 persons per mobile home unit to 2.87 persons per single-family detached unit. Table 3 AVERAGE HOUSEHOLD SIZE BY HOUSING TYPE Household Occupied Avg. Housing Type Population Units HH Size Single-Family Detached123,43142,9842.87 Multi-Family21,9049,7042.26 Mobile home5912971.99 All Housing Types145,92652,9852.75 Source: 2000 U.S. Census for the County of Hawai i, Summary File 3 (sample data). For single-family units, the County may desire to vary the fees the only measure of dwelling unit size recorded by the Census Bureau is bedrooms and total rooms in the dwelling unit, it is recommended that the fees be based on square footage rather than number of bedrooms or rooms in a unit. Although some municipalities charge impact fees on the basis of bedrooms, it can be an administrative challenge to determine the number of bedrooms when there is a financial incentive to disguise bedrooms as someth ing else (a den or storage room, for example). An alternative is to translate bedrooms or total rooms into size ca To determine a relationship between the unit square Figure 3 footage, bedrooms and household population in Hawai i RESIDENTS BY UNIT SIZE County, the consultant compiled data on all 630 single- family homes listed for sale in the County from the National Association of Realtors website (www.realtor.com) on October 19, 2005. These on-line listings give square footage and the number of bedrooms for each home offered for sale. A variable for average household size was added, consisting of the average household size multipliers by housing type and number of bedrooms derived from 2000 U.S. Census sample data. Regression analysis was then performed to determine the relationship between unit size in square feet and persons residing in the unit. Both linear and logarithmic regressions were performed. The linear regression was statistically significant, with the linear 1 equation accounting for 35 percent of the variation. 1 The linear equation for single-family units is y = 0.000223 * x + 2.6732 (r-square = 0.354597), where x is square feet of living area and y is household size. H C \I N A ÐG A M January 5, 2006, Page 4 AWAI I OUNTY NFRASTRUCTURE EEDS SSESSMENT ROWTH NALYSIS EMORANDUM The resulting linear equation (shown in Figure 2) shows the relationship between household size and dwelling unit size for single-family unit. The graphed relationship shows that there is a strong correlation between household size and unit size, and that the larger the unit the more people it is likely to contain. As can be seen in Table 4, a single-family detached unit with less than 1,000 squa an average of 2.78 persons, while a unit with 4,000 square feet averages 3.68 residents. Table 4 SINGLE-FAMILY HOUSEHOLD SIZE BY SQUARE FEET Approximate Average midpoint Household (sq. ft.) Size Dwelling Size Category Less than 1,000 sq. ft.500 2.78 1,000 - 1,999 sq. ft.1,500 3.01 2,000 - 2,999 sq. ft.2,500 3.23 3,000 - 3,999 sq. ft.3,500 3.45 4,000 sq. ft. or more4,500 3.68 Source: Average household size is derived by substituting the midpoint solving for y in the equation described in the preceding text. If the calculated fees are based on dwelling unit size , it is recommended that the fees be based on square footage rather than number of bedrooms. This cost per square foot approa ch will not only avoid any type of confusion that might arise when trying to establish how many rooms a new unit might have, it also avoids sharp jumps in the fee that will occur at thresholds H C \I N A ÐG A M January 5, 2006, Page 5 AWAI I OUNTY NFRASTRUCTURE EEDS SSESSMENT ROWTH NALYSIS EMORANDUM Existing Residential Units Estimating the number of existing residential dwelling units is a key building block for any impact fee analysis, since it is essential for determining the exis ting level of service. This is critical because a fundamental principle of impact fees is that new development sho of service than is being provided to existing de velopment. Without an accurate estimate of existing residential units, it is impossible to accura tely determine the existing level of service. To estimate existing residential units, the consultant first analyzed the number of building permits issued since 2000. Over the last five years and eight months, the County has issued 9,066 permits for single- family detached units and 2,798 multi-family permit s, for a total of 11,864 new residential units. Table 5 RESIDENTIAL BUILDING PERMITS, 2000-2005 Housing Type200020012002200320042005Total Single-Family Detached1,196 1,0811,1991,8522,1331,6059,066 Multi-Family/Other3472582754939444812,798 Total 1,5431,3391,4742,3453,0772,08611,864 Source: County of Hawai i building permit data by building type; 2005 data through Augus The consultant then added the number of new building permits to recorded in the 2000 U.S. Census. Since the census enumeration occurred on April 1, 2000, adding five years and eight months of building permits yiel ds a reasonable estimate of dwelling units as of approximately December 1, 2005. It is estimated that Hawai i County currently has about 57,297 single- family units and 17,241 multi-family units and other units, for a tota l of about 74,538 existing dwelling units. Table 6 RESIDENTIAL UNITS BY TYPE, 2005 2000 2000-2005 2005 Housing Type Units Permits Estimate Single-Family Detached48,2319,066 57,297 Multi-Family/Other14,4432,798 17,241 Total 62,67411,864 74,538 Source: 2000 units from the U.S. Census; 2000-2005 building permits by housing type from Table 5. H C \I N A ÐG A M January 5, 2006, Page 6 AWAI I OUNTY NFRASTRUCTURE EEDS SSESSMENT ROWTH NALYSIS EMORANDUM Existing Nonresidential Land Use In addition to estimating existing residential units, it will also be necessary to estimate existi nonresidential floor area in Hawai i County. The consultant was able to obtain nonresidential floor area and corresponding land use codes for ex isting parcels of land in Hawai i County from the County Tax Assessor. The square footage for existi ng nonresidential development in Hawai i County was estimated by summing the total square footag e for all applicable parcels. Table 7 summarizes the nonresidential development in Hawai i County by land use. It is estimated that the County currently has about 24 million square feet of nonresidential development, of which 9 million square feet is commercial/retail space, 4 million square feet is office space, 2 million is institutional space and 9 million is industrial/warehouse space. Table 7 NONRESIDENTIAL LAND USE, 2005 Existing Land Use Sq. Ft. General Retail4,120,214 Auto Sales80,112 Bank203,856 Convenience Store/Se rvice Station146,028 Hotel/Motel3,742,488 Movie Theater63,712 Restaurant, Sit-Down635,613 Restaurant, Fast Food57,141 Subtotal, Commercial/Retail 9,049,164 General Office3,766,361 Medical Office268,618 Subtotal, Office4,034,979 Airport83,984 Auditorium/Theater262,282 Funeral Home17,050 Hospital245,374 Library104,917 Nursing Home215,819 Religious Institution401,833 School608,152 Social/Fraternity Hall221,158 Tennis/Racquet Club95,131 Subtotal, Institutional 2,255,700 Industrial417,246 Warehouse7,956,165 Mini-Warehouse248,253 Subtotal, Industrial and Warehousing8,621,664 Total Nonresidential Square Footage23,961,507 Source: Hawai i County, October 5, 2005; data derived from tax records; data a January 1, 2005 assessment date for 2005 tax year. H C \I N A ÐG A M January 5, 2006, Page 7 AWAI I OUNTY NFRASTRUCTURE EEDS SSESSMENT ROWTH NALYSIS EMORANDUM Nonresidential growth appears to be outpacing resi dential construction, based on building permit data. Since the year 2000, the number of housing units has increased by a bout three percent annually, while nonresidential square footage has been increasing by almost six Table 8 GROWTH RATES, 2000-2005 2000 2000-2005 2005 Annual Land Use Census Permits Estimate Increase Single-Family Detached48,2319,06657,2972.91% Multi-Family14,0562,76216,8183.04% Total Residential Un its62,28711,82874,1152.93% Total Nonresidential Sq. Ft.17,233,6266,727,88123,961,5075.65% Source: Residential data from Table 6; 2005 nonresidential square foota nonresidential permit data from County of Hawai i for January 1, 2000 through August 31, 2005; 2000 nonresidential estimate is difference. H C \I N A ÐG A M January 5, 2006, Page 8 AWAI I OUNTY NFRASTRUCTURE EEDS SSESSMENT ROWTH NALYSIS EMORANDUM