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HomeMy WebLinkAboutPACKET Town Board Study Session 2022-02-08February 8, 2022 4:30 p.m. – 6:30 p.m. 5:30 p.m. -Dinner The Town Board of Trustees will participate in the meeting remotely due to the Declaration of Emergency signed by Town Administrator Machalek related to COVID-19 and provided for with the adoption of Ordinance 04-20. To view or listen to the Study Session by Zoom Webinar ONLINE (Zoom Webinar): https://zoom.us/j/91077906778 Webinar ID: 910 7790 6778 CALL-IN (Telephone): 877-853-5257 (toll-free) Meeting ID: 910 7790 6778 If you are joining the Zoom meeting and are experiencing technical difficulties, staff will be available by phone for assistance 30 minutes prior to the start of the meeting at 970-577-4777. 4:30 p.m. Update on Vacation Home Fee Study. (Town Clerk Williamson) 5:00 p.m. Quarterly CompPAC Update. (Director Garner) 5:30 p.m. Community & Family Advisory Board Check-In. (Assistant Town Administrator Damweber) 5:45 p.m. Revised Policy 225 Childcare Funding Guidelines. (Assistant Town Administrator Damweber) 6:00 p.m. Art in Public Places. (PAB Members & Board Discussion) 6:20 p.m. Trustee & Administrator Comments & Questions. 6:25 p.m. Future Study Session Agenda Items. (Board Discussion) 6:30 p.m. Adjourn for Town Board Meeting. Informal discussion among Trustees concerning agenda items or other Town matters may occur before this meeting at approximately 4:00 p.m. AGENDA TOWN BOARD STUDY SESSION VIRTUAL Page 1 Page 2 Root Policy Research 6741 E Colfax Ave, Denver, CO 80220 www.rootpolicy.com 970.880.1415 Town of Estes Park Vacation Home Impact Study PREPARED FOR: CREATED Town of Estes Park 2/1/2022 INTRODUCTION The object of the Estes Park Vacation Home Impact Study is to quantify the relationship between the operation of homes in the Town as short-term rentals (STRs) and the cost and availability of workforce housing. The study is founded on a rigorous methodology such that the Town could base a fee on the results if desired. The study begins with an overview of the historical housing market and economic trends in Estes Park followed by an analysis of the Town’s STR market to provide context for the impact analysis. UPDATE ON VACATION HOME FEE STUDY Page 3 ROOT POLICY RESEARCH PAGE 1 SECTION I. Demographic & Housing Market Context This section offers an overview of socioeconomic trends and the housing market in Estes Park to provide context for the impact analysis. This would include shifts in housing stock, prices, and affordability; vacation/second home trends; the number of short term rentals (along with market metrics for price, occupancy, and characteristics of short term rentals), and socioeconomic trends (e.g., demographics, resident incomes, industries, and wages). Key data sources for this analysis would include US Census Bureau’s American Community Survey, Larimer County Assessor, Multiple List Service; Multifamily Vacancy Survey; the Estes Valley Housing Authority subsidized housing inventory; and MUNIRevs (STR database). Demographic Profile According to estimates from the Colorado Department of Local Affairs (DOLA), the permanent resident population of Estes Park peaked in 2016 at 6,777 and has declined slightly over the past few years to 6,208 in 2019 (the most recent year of data available). Figure I-1 shows population trends by age in Estes Park. Seniors account for over one-third of the permanent resident population (37%, up from 29% in 2010). The proportion of middle age residents and children has declined over the past decade (from 28% middle age to 20% and 16% children to 8%). Figure I-1. Population and Age Source: DOLA and ACS. Page 4 ROOT POLICY RESEARCH PAGE 2 Figure I-2 shows population trends alongside employment and commuting trends. Although total Estes Park jobs has increased, the number of resident workers has remained flat. In other words—worker growth is not keeping up with job growth, particularly in the last few years. This means individual workers are taking on more jobs and/or the number of jobs held by in-commuters increases. As shown in the table below the figure the proportion of Estes Park jobs held by in-commuters has increased from 61% in 2015 to 65% in 2019.. Figure I-2. Jobs and Workers Source: LEHD. Housing Profile Trends in the Estes Park housing market show rising rents and home prices, a rise in homes used for seasonal/recreational use (which includes second homes and short term rentals), and limited available inventory (for both rental and for-sale products). 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 Total Estes Park Residents 5,865 6,015 6,219 6,276 6,412 6,658 6,777 6,490 6,412 6,208 All Estes Park Jobs 3,094 2,843 3,085 3,069 3,063 3,383 3,354 3,592 3,733 3,830 All Estes Park Resident Workers 2,291 2,204 2,321 2,276 2,374 2,721 2,673 2,711 2,761 2,668 Residents Living & Working in Estes 1,075 972 1,128 1,075 1,101 1,323 1,242 1,343 1,378 1,351 Jobs to workers Ratio 1.4 1.3 1.3 1.3 1.3 1.2 1.3 1.3 1.4 1.4 % Estes Park jobs held by in- commuters 65% 66% 63% 65% 64% 61% 63% 63% 63% 65% % of Estes Park working residents that are out-commuters 53% 56% 51% 53% 54% 51% 54% 50% 50% 49% Page 5 ROOT POLICY RESEARCH PAGE 3 Figure I-3 shows the total housing units in Estes Park and reveals trends in occupancy over the past decade. As illustrated, the total number of units has increased only slightly and the composition of those units has shifted in recent year toward more seasonal use and fewer resident occupied units. These trends may indicate a shortage of housing for workforce— either due to price increases or competition from second home buyers and investors. Figure I-3. Housing Units and Occupancy Source: DOLA and ACS. Building permit activity has increased over the last couple years with notable activity in the multifamily market. However, it isn’t clear from the permit data if these units will be occupied by local workforce or if they are primarily marketed as second home condo opportunities. Figure I-4. Building Permits Source: Town of Estes Park. Page 6 ROOT POLICY RESEARCH PAGE 4 Average asking rent in Estes Park is about $1,845 per month (according to an analysis of recent listings on apartment sites, including Craigslist). This reflects a 32% increase in average rent since 2015, when the same analysis showed average rents at $1,395. Figure I-5 shows the distribution of all rents (including those currently occupied and not on the open market) in 2010, 2015, and 2019. As illustrated, rents have consistently shifted upwards over the past decade. Figure I-5. Rental Distribution Note: Average listed rent increased 32% between 2015 and 2021, from $1,395 to $1,845. Source: Note from Craigslist data; chart from ACS. Figure I-6 shows trends in the for-sale price of homes and illustrates the drastic increase in home prices over the past five years. The average sales price in Estes in 2021 was $677,000. Figure I-6. Average Sale Price Source: Larimer County Assessor. Page 7 ROOT POLICY RESEARCH PAGE 5 SECTION II. Short Term Rental Market There are currently 480 registered short term rentals (STRs) in Estes Park: 322 in residential zone districts and 158 in commercial districts. As shown in Figure II-1, STRs have increased in both residential and commercial zone districts, particularly over the past six years. Figure II-1. Registered STRs by Zone, 2010-2021 Source: Town of Estes Park. Data from AirDNA (an online aggregator of STR listings) shows similar increases in the number of active STR listings in Estes Park over the past five years (regardless of registration status), despite a slight dampening of activity during COVID (2020-2021).1 Figure II-2. Active STR Listings by Zone, 2017-2021 Note: Active Commercial Listings excludes listings in A (Accommodation) Zone Districts but includes A-1 zones. Source: AirDNA and Root Policy Research. 1 For the purposes of this analysis, “active” means a property listed on AirBNB, VRBO, or other HomeAway site at least once per month in at least six months of a given year. The analysis focuses on “entire home” listings in order to exclude residents who may rent out a room in their home on occasion. Page 8 ROOT POLICY RESEARCH PAGE 6 Figure II-3 show the geographic location of active STRs in Estes Park: yellow dots indicate STRs in residential zone districts and red dots indicate commercially zoned STRs. Figure II-3. Active STRs, 2020-2021 Note: Includes all Commercially zoned STRs, even those in A (Accommodation zones). Source: Town of Estes Park and Root Policy Research. On average, Estes Park STRs have 2 bedrooms and 2 bathrooms with a guest capacity of six people. The average daily rate is $328 per night. STRs in residential zones tend to be larger on average than those in commercial zones and, as such, command higher average daily rates than STRs in commercial zones. Figure II-4. Estes Park STR Characteristics Source: AirDNA and Root Policy Research. The typical STR in Estes Park is rented 167 days per year and generates $53,684 in revenue annually. Bedrooms Bathrooms Guest Capacity Average Daily Rate All Active STRs 2.2 1.9 6.1 $328 in Residential zones 2.7 2.1 6.7 $366 in Accommodation zones 1.8 1.9 5.9 $314 in Other Commercial zones 2.0 1.9 5.7 $315 Page 9 ROOT POLICY RESEARCH PAGE 7 SECTION III. Impact Analysis The housing profile and STR market anlaysis presented in prior sections highlight recent trends that reveal an increase in vacation home stock, declining permanent resident occupancy, rising rents and home prices, and an increase in STR registration and activity in Estes Park. This section uses a regression analysis to determine whether there is a causal relationship between these trends. Specifically, the impact analysis is designed to isolate and quantify the effect of STRs in Estes Park on the availability (and price) of housing for the local resident workforce. The methodology used to quantify STR impacts in Estes Park builds on the work of a national, peer reviewed study published in 2021: “The Effect of Home-Sharing on House Prices and Rents: Evidence from Airbnb.”2 This national study uses a dataset of Airbnb listings at the zip code level from the entire United States merged with U.S. Census data to assess the impact of home-sharing on residential house prices and rents, and the reallocation of homes from the long term rental (LTR) to the short term rental (STR) market. The findings indicate that Airbnb has an upward impact on house prices and rents: a 1% increase in Airbnb listings leads to a 0.018% increase in rents and a 0.026% increase in house prices. Formal statistical tests show the Airbnb effect is driven by the reallocation of the housing supply and that the total supply of housing is not affected by the entry of Airbnb, but that Airbnb listings decrease the supply of long-term rental units. The econometric model built for the national study:  Controls for local demographic trends including changes in population, income, employment and education—over time and across geographies.  Uses a fixed effects specification that controls for shocks to housing market conditions that are common across geographies, as well as controlling for the average differences across geographies in any unobservable amenities; and  Uses an instrumental variable (IV) approach that measures causal impacts of growth in STR’s on different measures of housing supply. In addition, the study reflects a national analysis, which is broadly applicable, and has the credential of being published in a well-respected academic journal with extensive peer- review vetting. 2 Barron, K., Kung, E., & Proserpio, D. (2021). The effect of home-sharing on house prices and rents: Evidence from Airbnb. Marketing Science, 40(1), 23-47. Page 10 ROOT POLICY RESEARCH PAGE 8 Root Policy Research adapted the methodology developed for the national study to the Estes Park context in two ways: 1. Applied the coefficients of the national regression analysis to Estes Park input data on housing stock and tenure; and 2. Built a Colorado-specific regression analysis following the methodology and econometric specifications of the national study using updated local datasets and expanding the time period covered.3 Root also tested variations of the Colorado model to focus on results specific to areas with an above-average share of tourism-driven economic activity. Construction of a regression using only Estes Park data was not feasible due to the relatively small geography of the Town.4 However, applying coefficients from both the national model and state model to Estes Park data allows us to extrapolate a robust estimate of the local impact. Model results. Figure III-1 shows the results of applying the coefficients of the national and state models to Estes Park’s input data. The estimates shown measure the impact of a 1% increase in STRs on the overall supply and acute availability of specified housing types. The figure shows the results of the IV model for the national analysis (which isolates the causal impact of STRS). Results of the state model show both the baseline model (without instrumental variables) and the IV model (which uses the instrumental variable to pinpoint the causal impact). It is common practice to review both baseline and IV models when replicating an analysis as the baseline model helps to confirm the underlying approach and the precision of the model structure; however, the IV model reflects a more clear representation of magnitude of the impact created by the presence of STRs.5 Note that the national model does not estimate the impacts on the owner stock; however the estimates of on the rental stock and vacant homes are similar to enough to our Colorado model, implying the owner stock coefficients are probably similar to what would be estimated at the national level. Price impacts derived from the national model (with Estes Park inputs) are also included, though Root was not able to replicate the price impact in the Colorado with the data available (price impacts require a separate monthly regression analysis but Root’s analysis focused on replication of the national annual model). 3 The national study covers the years 2011 to 2016; the Colorado model covers the years 2011-2019. 4 The model specification uses ZIP code level panel data and since the majority of the Town is covered by a single ZIP code, there simply aren’t enough observations to yield results. 5 Coefficient bias is reduced by the IV specification, although the estimates have larger standard errors which result in lower statistical significance—a common statistical outcome of IV models. Page 11 ROOT POLICY RESEARCH PAGE 9 Figure III-1. Model Results Applied to Estes Park: Supply Impacts of a 1% Increase in Short Term Rentals in Estes Park Note: * indicates statistically significant result. Coefficients applied to zip code 80517. National model covers years 2011 to 2016. Colorado model restricts sample to Colorado only and extends the time period to 2019. Source: Barron, K., Kung, E., & Proserpio, D. (2021). The effect of home-sharing on house prices and rents: Evidence from Airbnb. Marketing Science, 40(1), 23-47, AirDNA, U.S. Census, Google Trends, and Root Policy Research. Results presented in the Figure can be interpreted as follows:  According to the general model, a doubling in the number of STR’s decreases the rental stock by approximately 1.4%; according to the estimates produced by the Colorado model a doubling in the number of STR’s can decrease the rental stock by as little as 1.9% and as much as 2.8%.  On the ownership market, according to the estimates produced by the Colorado model doubling the number of STR’s decreases the ownership stock by as little as 1.1% and as much as 2.2%. (The general model does not estimate the impacts on the owner stock; however the estimates of on the rental stock and vacant homes are similar to enough to our Colorado model, implying the owner stock coefficients are probably similar to what would be estimated at the national level).  An increase in STR’s leads to a tighter rental market with lower vacancies. In the general model, a doubling in the number of STR’s decreases the number of vacant units for rent by 2.9% and in the Colorado model, a doubling of the number of STR’s can decrease the number of vacant units for rent by 2.2% and up to 5.7%.  In the general model, a doubling in the number of STR’s increases the number of vacant units for seasonal and recreational purposes by 7%, while in the Colorado model the impact ranges from a 7% to a 15.7% increase in vacant units for seasonal and recreational purposes. Due to the significant reduction in the sample size from the national to the state level, several of the coefficients in the state model are not statistically significant. However, the Supply Impacts Rental Stock -0.0138%*-0.0195%*-0.0285%-0.0413% Owners Stock n/a -0.0108%*-0.0223% Vacancy Impacts Vacant for Rent -0.0291%*-0.0225%-0.0570%-0.2240% Vacant for Seasonal Use 0.0705% * 0.0750% * 0.1572% * Price Impact Rents 0.0290% * Home Price 0.0470% * high error high error not quantifiable with current data not quantifiable with current data National Colorado Model General Model (IV) Baseline Model Baseline with Causal Instrument (IV) Above-Average Tourism (IV) Page 12 ROOT POLICY RESEARCH PAGE 10 fact that in general the magnitude and direction of the coefficients are in line with the findings of the academic paper provide evidence that the model is well specified but lacks statistical power due to the reduction in the number of observations. The Colorado coefficients from the baseline models on the rental stock, ownership stock, and seasonal vacancies, are statistically significant, as well as the IV estimate for seasonal vacancies. The number of observations is further reduced when we restrict the sample to zip codes with more tourism driven economies6 which makes the variables more prone to measurement error and the estimates more imprecise. Summary of STR impacts. The model output above highlights the housing market impacts caused directly by the home sharing economy. Home sharing can create a reallocation of the rental stock from the long-term rental to the short term rental market. This can increase rental rates and house prices, decrease vacancy rates in the long-term market, and create a tighter market for long-term renters. Figure III-2 summarizes the direct impact of STRs in Estes Park on the supply of workforce housing (both rental and owner) by converting the percentage impacts identified in the model into unit-level impacts based on current STR and market data for Estes Park. Results are presented in a range of impacts where the national model (with Estes Park inputs) reflects a lower bound. Figure III-2. Direct Impact of Estes Park STRs on Workforce Housing Source: Barron, K., Kung, E., & Proserpio, D. (2021). The effect of home-sharing on house prices and rents: Evidence from Airbnb. Marketing Science, 40(1), 23-47, AirDNA, U.S. Census, Google Trends, and Root Policy Research. Every 100 STRs in Estes Park leads to a loss of 3-9 rental units and 4-9 ownership units that would otherwise be occupied by local residents (total resident housing loss of 7-18 units). In addition, every 100 STRs in Estes Park result in an $11 increase in monthly rent of resident units and a $6,500 increase in home prices. 6 Measured as those that have an above median share of business establishments that belong to the accommodation and food services industry in 2010. National Model (IV) Colroado Model (IV) Colorado Tourist Model (IV) Units Lost from Rental stock per 100 STRs 3.0 units 6.2 units 9.0 units Units Lost from Owner stock per 100 STRs 4.1 units 8.6 units n/a Monthly Rent increase (among LTRs) per 100 STRs $11 n/a n/a Home Price increase per 100 STRs $6,499 n/a n/a Page 13 Page 14 QUARTERLY CompPAC UPDATE Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21       Page 22 TOWN ADMINISTRATOR’S OFFICE Report To: Honorable Mayor Koenig Board of Trustees Through: Town Administrator Machalek From: Jason Damweber, Staff Liaison to the Community and Family Advisory Board Chair Date: February 8, 2022 RE: Community and Family Advisory Board Check-In Purpose of Study Session Item: The purpose of this Study Session is to provide the Town Board with an opportunity to follow up on its November discussion regarding the Community and Family Advisory Board (CFAB). Town Board Direction Requested: Staff requests direction from the Town Board regarding next steps pertaining to the CFAB. Present Situation: At a Study Session held on November 9, 2021, the Town Board discussed some ongoing issues related to the CFAB. Trustee Younglund and Mayor Pro Temp Martchink were appointed by the Town Board at the conclusion of the discussion to work with the CFAB and Assistant Town Administrator Damweber on recommendations for next steps. Since the November 9 Study Session, the CFAB, acknowledging that there were areas for improvement, developed a set of recommendations related to organizational and structural changes for consideration by Trustee Younglund and Mayor Pro Tem Martchink. These recommendations were conveyed in a memo titled “Proposals for Refocusing the Community and Family Advisory Board.” Trustee Younglund and Mayor Pro Tem Martchink met to discuss the recommendations put forth by the CFAB. They believe that the changes ”refocusing” proposed will lead to desired improvements with respect to the way the CFAB is organized and operates and with respect to how the CFAB communicates with the Board. Two recommendations that will need to be addressed though Board action in the Bylaws include: 1) revisions to the role of the group as stated in the attached recommendations; and 2) reverting the name of the CFAB back to “Family Advisory Board.” Additionally, Trustee Younglund and Mayor Pro Temp Martchink recommend postponing future CFAB meetings temporarily (mainly because there are not enough members currently to hold official meetings), opening up the application process for new Page 23 CFAB members and making appointments, then allowing the CFAB to resume meetings and completing the “refocusing” work outlined in the CFAB memo. Proposal: That the Town Board review the CFAB’s recommendations, hear from Trustee Younglund and Mayor Pro Tem Martchink regarding their thoughts and recommendations, and provide direction to staff regarding any action that needs to be taken, including revision of the Bylaws as proposed. Advantages: N/A Disadvantages: N/A Financial/Resource Impact: N/A Level of Public Interest: Medium Attachment: 1.CFAB Memo: “Proposals for Refocusing the Community and Family Advisory Board” Page 24 MEMO TO: Trustee Cindy Youngland, Mayor Pro-tem Patrick Martchink; Assistant Town Manager Jason Damweber FROM: Members of the Community and Family Advisory Board RE: Proposals for Refocusing the Community and Family Advisory Board Following the January 6, 2022, meeting of members of the Community and Family Advisory Board along with Trustee Cindy Youngland and Assistant Town Manager Jason Damweber, the following recommendations are proposed to the Estes Park Town Board regarding CFAB. The CFAB members present for the meeting were: Laurie Dale Marshall, Chair; Nancy Almond, Vice-Chair, Patti Brown, Christy DeLorme; and Sue Strom. John Bryant was not able to attend, and Chris Douglas has decided to step off the board. The role of the Community and Family Advisory Board For purposes of clarity and direction, the CFAB members recommend that the bylaws of the advisory board be modified from the currently stated ones x Research and summarize factual data on issues of importance to families in the Estes Valley, x Develop recommended policies that align with the Town Board Strategic Plan to address these issues, and x Present these recommendations to the Town Board and/or Town staff to: x Research, review, and summarize data on issues, challenges, needs, service gaps, and barriers to services facing families in the Estes Valley. x Discuss, prioritize, and summarize information to share with Estes Park Town Board, and present policy recommendations that align with or inform the Town Board’s Strategic Plan. x Provide the perspective of families on current projects and plans of the Town Board and deliver informed and timely responses to Town Board for information as requested. Name of Board The CFAB member recommend that the name of the advisory board be returned to its original name, Family Advisory Board. The reason is to place emphasis on the family as an important social unit. The CFAB members would like to adopt an operational definition of the term family to provide focus to its activities while recognizing the difficulty in in doing so because families come in so many different shapes and sizes. The following is proposed as the advisory board’s adopted definition of family: ATTACHMENT 1 Page 25 In our society the definition of “family” has changed from what was once considered a “traditional family” to various household configurations of two or more people who share a bond of marriage, blood, or commitment. The Family Advisory Board recognizes that the ages of individuals within a family unit may range from infants, children, teens, adults, seniors, to the elderly. These differing household groups have various needs and concerns, yet they share the common thread of being a household unit under the broad umbrella of “family.” Board Membership The membership of the Family Advisory Board should include representatives from key family- serving organizations across the community, as well as members-at-large who represent the voice and perspective of diverse families. As board members are intentionally recruited, the following organizations should be consulted to identify individuals to sit on the FAB. x Estes Park Schools x Estes Park School Board x Estes Valley Recreation and Park District Board x Estes Valley Investment in Childhood Success Family Resource Center x Crossroads Ministry x Estes Park Health and/or Salud x Estes Park Housing Authority x Restorative Justice x Law Enforcement x Estes Valley Crisis Advocates x Partners Mentoring Youth x SummitStone x Organizations that receive their base-funding or grant money from the town of Estes Park. x Business community/Estes Chamber of Commerce Expectations and Initiatives of the Family Advisory Board x As an advisory board, the Family Advisory Board is tasked with monitoring issues of importance to families in Estes Park and to bring that information to the Town Board. x FAB is charged with providing quarterly written reports and as needed in-person presentations to Town Board on matters of concern regarding families. x The FAB will make policy recommendations to the Town Board concerning issues related to families. x The FAB will review the proposed Town’s Strategic Plan and make recommendations to the Town Board to ensure that the needs and concerns of families are reflected in the plan. x The FAB meets a minimum of 10 times per year, monthly, with the option of no meeting in July and December. Page 26 x Annually, CFAB will review and update the Community Resource List provided on Town’s website in partnership with local nonprofit organization to ensure that it is remains an important resource of information for family-based services. Additional Goals for the FAB in 2022 x The FAB will develop a mission statement to further provide clarity and direction about the purpose of the advisory board. x The FAB will develop a board member on-boarding resource guide explaining roles and time commitments. x The FAB will develop an annual calendar that will provide structure to its meetings. The annual calendar will consider the timing of the town’s strategic planning and budget process, and also key dates and events related to the network of family-service organizations. x The FAB will maintain a list of key areas of focus, revisiting the list quarterly to adapt and refine it as necessary. x The FAB will provide feedback to the Town Board and Staff in producing and/or reviewing the annual community services survey. x The FAB will provide feedback to the Town Board and Staff in the selection of community organizations and programs that provide services to families and that receive their base funding from the town. x The FAB will develop a communications plan to keep the community advised of its purpose and its activities. x The FAB will network throughout the year with family-service organizations to keep abreast of the pulse of family concerns in the Estes Park community, and to keep the various community programs and organizations aware of the purpose and work of FAB. Proposed Agenda for FAB Meetings: (1.5 hours) x Welcome/Updates/Announcements from FAB Chair x Introductions and updates from members - roundtable x Report and updates from Staff Liaison x Report and requests from TB Liaison x Action items: o Minimum of one action item will be addressed at each meeting. Action items will be selected by FAB officers prior to the meeting and will directly align with FAB mission/vision statement. o This portion of the meeting may include a presentation on new or updated info, a guest speaker, presentation from member organization, or discussion/response to a request brought to FAB by the trustee liaison or assistant town manager. x Old/New Business – a time for members to ask questions, follow-up on prior business, or suggest new items of business for consideration. x Prepare for quarterly presentation to Town Board. Page 27       Page 28 TOWN ADMINISTRATOR’S OFFICE Report To: Honorable Mayor Koenig Board of Trustees Through: Town Administrator Machalek From: Jason Damweber, Assistant Town Administrator Date: February 8, 2022 RE: Revised Policy 225: Childcare Funding Guidelines Purpose of Study Session Item: The purpose of this Study Session is to provide the Town Board with an opportunity to discuss proposed revisions to Administration Policy 225: Childcare Funding Guidelines. The major revisions proposed include clarification regarding the Town’s role with respect to childcare, the establishment of a Childcare Reserve Fund, and an explanation of how funds in the reserve can be used. Town Board Direction Requested: Staff requests direction from the Town Board regarding the attached policy, which will be further revised as requested and brought back for consideration as an action item at a future Town Board meeting. Present Situation: The Town Board’s 2020 Strategic Plan included a Board Objective to “develop a childcare funding policy.” This objective was informed by the June 2019 Final Report of the Workforce Housing and Childcare Task Force, which states that “the lack of availability of infant and toddler care in the Estes Valley is at a crisis level and has been getting worse for several years.” Another related Board Objective was to “establish a capital grant pool to incentivize new infant/toddler childcare capacity.” The Town Board took action in 2020 and approved Administration Policy 225: Childcare Funding Guidelines. The policy defines qualification and evaluation criteria to be used when reviewing requests for Town funds for childcare related purposes. It also states that: On an annual basis, the Town Board may appropriate funds in order to provide financial support for endeavors aimed at increasing the capacity for childcare. Such appropriations may be in the form of contributions to a reserve fund earmarked for capital or other expenditures related to childcare, funds budgeted annually in a Capital Grant Pool to assist with capital needs for new facilities or improvements to existing facilities that would enable growth in capacity, and/or funds budgeted annually in the General Fund that are dedicated to increasing childcare capacity. Page 29 However, the existing policy does not go as far as establishing the reserve it references. This was the primary driver for the revisions being proposed to the policy. As noted above, in addition to clarifying the Town’s role with respect to childcare, the revised policy establishes a Childcare Reserve and explains how funds in the reserve can be used. Proposal: That the Town Board discuss the updated policy and provide direction to staff regarding any further revisions it would like to act on at a future Board meeting. Additionally, it would be helpful to know whether the Town Board is interested in a budget amendment later this year, assuming the Childcare Reserve is created, that allocates funds to the reserve. Advantages: 1. The revised policy establishes a reserve fund dedicated to providing funding to increase capacity for childcare locally. Disadvantages: N/A Financial/Resource Impact: To be determined. Level of Public Interest: Medium. Attachment(s): 1. Revised Administrative Policy 225: Childcare Funding Guidelines Page 30 Document Title Policy 225 – Childcare Reserve Fund XX/XX/2022 Revisions: 1 Town of Estes Park, Town Administrator’s Office Page 1 of 4 Effective Period: Until superseded Review Schedule: Annually Effective Date: October 13, 2020; Revised XXXX, 2022 References: ADMINISTRATION 225 CHILDCARE FUNDING GUIDELINES 1. PURPOSE This policy articulates the Town’s role related to childcare, establishes a funding mechanism to address local childcare needs, and provides guidelines for how available funds shall be awarded. 2. PROBLEM STATEMENT The lack of availability of infant and toddler care in the Estes Valley has been characterized as a crisis. The lack of childcare options creates significant challenges for families in the Estes Valley and for local organizations, including the Town, trying to recruit and retain employees. 3. PROCEDURE a. The Town’s Role The Town’s primary goal related to childcare is to create additional capacity for children in the Estes Valley, especially for infants and toddlers, by: Providing funding that childcare providers can utilize for capital needs through: o Direct contributions from the Town’s budget (the Childcare Reserve Fund). o Serving as the applicant for grants or other financial assistance from other levels of government or agencies where the grantee must be a governmental entity. Providing property that childcare providers can utilize for capital needs that facilitate the creation of additional capacity for childcare. Making policy and/or zoning changes that facilitate the creation of additional capacity for childcare. Providing financial support through the Town’s Outside Entity Funding program to local nonprofits that exist to support children and families. Representing the Town of Estes Park in collaborative efforts to address childcare capacity issues. ATTACHMENT 1 Page 31 Document Title Policy 225 – Childcare Reserve Fund XX/XX/2022 Revisions: 1 Town of Estes Park, Town Administrator’s Office Page 2 of 4 b. Childcare Reserve i. Establishment: There shall be a reserve within the General Fund dedicated to creating additional capacity for children, especially infants and toddlers, in the Estes Valley. ii. Appropriations to the Childcare Reserve: On an annual basis as part of the budget development process, Town staff will identify the dollar amount of sales tax revenue expected to be received in excess of 105% of sales tax revenue originally budgeted for the fiscal year (if applicable). The Board will consider appropriating all or a portion of these excess revenues to the Childcare Reserve within the General Fund. This consideration will occur concurrently with the Board’s consideration of appropriations to the Workforce Housing Reserve. The Town Board may appropriate funds to the Childcare Reserve whenever and in whatever amount it deems appropriate. a) Other Revenues: In addition to the appropriations outlined above, other revenue sources for the Childcare Reserve may include donations, proceeds from the sale or lease of public property, and grants or other financial assistance related to childcare related activities. iii. Qualification/Eligibility Criteria for Funding from Childcare Reserve a) Entities or individuals receiving Town funds for childcare related purposes must:  Be a childcare provider that provides or intends to provide year-round childcare for at least four children between the ages of 0 and 4 who are unrelated to the caregiver OR an in-home provider who provides year- round care for at least three children between the ages of 0 and 4 who are unrelated to the caregiver.  Own or lease a facility or home (or demonstrate intent to own or lease a facility or home) located within the Estes Park School District R-3 where childcare services are provided or will be provided after capital improvements are made.  Be in compliance with applicable state and local health and safety requirements. b) Among entities or individuals who meet the qualification criteria outlined above, although the Town reserves the right to make any funding decisions it is entitled to, priority/preference will be given to applicants who: Use Town funds to finance the design, construction, expansion, renovation or other improvements of facilities at which childcare services are provided in order to increase capacity. Provide year-round childcare for children between the ages of 0 and 2.5. Provide full day childcare for children between the ages of 0 and 2.5. Page 32 Document Title Policy 225 – Childcare Reserve Fund XX/XX/2022 Revisions: 1 Town of Estes Park, Town Administrator’s Office Page 3 of 4 Can demonstrate ability to provide greatest number of new childcare spaces. Are licensed by the State of Colorado to provide childcare services. Are actively pursuing State licensure or demonstrate intent to pursue such. Can demonstrate that financial contributions from the requesting entity or individual will at least match funding from the Town. iv. Childcare Reserve Expenditures: a) The Childcare Reserve will be the primary source of funds from the Town used to facilitate the creation of additional capacity for childcare. b) Eligible expenditures from the Childcare Reserve Fund include the following:  Finance the design, construction, expansion, renovation or other improvements to facilities at which childcare services are provided or will be provided in order to increase capacity or if such improvements are required to retain existing capacity.  Subsidize tap fees for new construction or expansion of existing childcare facilities for facilities that qualify as a Day Care Center as defined in the Estes Park Development Code.  Purchase property to be used for a childcare facility. c) The Outside Entity Funding budget will be the source of Town funds for any other childcare expenditures, including Base Funding for the EVICS Family Resource Center, consistent with Finance Policy 671: Town Funding of Outside Entities. c. Process i. Funds from the Childcare Reserve will be made available through either an application process (application attached) or direct contribution from the Town at the Town’s discretion. a) Application materials must demonstrate need and how funds will be used in order to increase childcare capacity or retain existing capacity. Town staff, in consultation with partnering agencies as appropriate, will review applications and recommend funding allocations based on the criteria outlined in this document. d. Funding and Requirements i. Awards and award amounts will be determined by the Town and will depend on availability of funds in the Childcare Reserve. ii. The Town Administrator or Assistant Town Administrator may make award decisions and execute agreements for awards of $10,000 or less. The Town Board must make decisions and approve agreement for awards greater than $10,000. Page 33 Document Title Policy 225 – Childcare Reserve Fund XX/XX/2022 Revisions: 1 Town of Estes Park, Town Administrator’s Office Page 4 of 4 iii. The Town reserves the right to determine whether to disperse all funds prior to a project commencing, after a project is completed, or based on certain milestones. iv. Awards will be accompanied by an agreement from the Town that stipulates, at a minimum: a) If award amounts for capital projects are not spent within 12 months of the award date, the receiving entity or person will be required to return the funds to the Town, at the Town’s discretion. Extensions beyond 12 months may be granted depending on the project scope or other circumstances. b) If the receiving entity is no longer providing the childcare services that Town funds were awarded in order to facilitate after 24 months of the project completion date, the receiving entity or person will be required to return the funds to the Town. Repayment of tap fee subsidies may be waived by the Town at the Town’s discretion. c) Entities receiving Town funding will be required to submit a report to the Assistant Town Administrator upon completion of the project that details how funds were spent and provides supporting documentation to confirm expenditure of funds. d) The Town may require additional stipulations on a case-by-case basis as deemed necessary. Approved: _____________________________ Wendy Koenig, Mayor _____________ Date Page 34 POLICY 225 – CHILDCARE FUNDING GUIDELINES APPLICATION Page 1 of 2 Childcare Funding Application Funding Year: ______ Entity/Individual:________________________________________________________ Date of Establishment of Childcare Operations?:_______________________________ Contact Person:__________________________ Title:__________________________ Phone:___________________________ E-mail:_______________________________ Address_______________________________________________________________ Dollar amount requested: $_________________ Please provide the following information to help us assess your entity’s eligibility and need. Responses should submitted as an attachment to this application form. Does your childcare operation serve the Estes Valley? Y___ N___ 1. What population and geographic area will be targeted for service through this project or program (100 words max)? 2. How many children in the Estes Valley (total and unduplicated) do you expect to serve with the project or program for which you are requesting funding (100 words max)? 3. Will you be able to demonstrate that the families you serve fall below 100% of Area Median Income? If so, how? (100 words max) (Note: Answering “No” to this question does not impact eligibility for funds.) 4. Describe the project or program that will be supported with the assistance of Town of Estes Park funding if granted (200 words max). a. Please attach your anticipated detailed budget for this project or program. 5. How will you measure the success of the project or program for which funding is requested (200 words max)? Page 35 POLICY 225 – CHILDCARE FUNDING GUIDELINES APPLICATION Page 2 of 2 6. Who will be responsible for the administration of the project or program for which you are requesting funding (name, title, and entity)? 7. If you are requesting funds on behalf of an existing entity, please attach the most recent fiscal year-end financial statements reflecting your entity’s beginning and ending balances for the year. This requirement can be met by submitting one or more of the following: a. Most recent financial statements as approved by your board b. Most recent audited statement or review by an outside expert c. Most recently filed IRS Form 990 OR If you are requesting funds on behalf of yourself as an in-home or unlicensed childcare provider, please skip #7 and respond to #8, below. 8. Please list all anticipated funding sources for this project or program. Be sure to highlight any opportunities to leverage Town funds with external funds. I swear and affirm that all of the information included in this application, its attachments, and its supplemental documents is true and correct to the best of my knowledge. I understand that funds awarded must be spent within six (6) months of the award date or the funds must be returned to the Town. I understand that the entity receiving Town funds to facilitate childcare service offerings must provide the services outlined in this application for a minimum of 18 month from the award date or the funds must be returned to the Town. _____________________________________________________________ Name and Signature of Requestor of Funds _____________________________________________________________ Name and Signature of Witness Page 36 Town of Estes Park Trustees: When the Trustees expanded the former Tree Board into the Parks Advisory Board (PAB), the expanded duties included additional environmental and parks related work, as well as incorporation of the town’s public art efforts. These public art efforts primarily consisted of the bronze sculptures throughout Parks. In 2015, the PAB was formally assigned oversight of the town’s Art in Public Places (AIPP) program; staff support was assigned to the Parks Division of the Public Works Department. Most recently, the former Board of Trustees asked the PAB to investigate options for future funding of the AIPP program. Our research brought attention to a number of needs and opportunities with the AIPP program that have been discussed by the PAB. Below the PAB has identified the key takeaways from our conversations. First off, it is critical the Town of Estes Park solidifies the desired degree of importance the AIPP program has in the community. Based on this determination, the PAB recommends the Town of Estes Park: 1.Develops an Arts Master Plan to chart the future of arts in Estes Park, provide oversight of arts activities (including visual, performing,and other art forms), and support funding requests to allow for increased arts programming and opportunities in the community. 2.Identifies appropriate staff with relevant curatorial expertise and establishes an arts-focused board with members of the arts community to oversee the arts program. The Parks Division has limited capacity to oversee additional arts projects and insufficient training to properly maintain the Town of Estes Park’s art assets. 3.Engage existing, relevant community organizations to support future arts projects, maintenance of existing art assets, and local outreach.The success of recent grassroots efforts for the Women’s Monument Project demonstrates the possibilities of further community engagement in the arts program. In addition to these recommendations, please find a full summary of the current situation and options explored by the PAB for the AIPP program: Situation Assessment: 1.The main sources for funding public art in communities are: donors, grants, and a % of public project construction costs. Utilizing a % of public project costs is common at the federal and state levels. It is also utilized in municipalities with strong public art programs. a.When previously presented to Town of Estes Park Trustees,they did not seem interested in utilizing a % of construction costs to fund the arts program. 2.Funding from grants and donors typically requires a formal Arts Master Plan. It is very difficult for the Town of Estes Park to receive funding without an Arts Master Plan. 3.Based on the direction of the Town of Estes Park’s Trustees, the PAB investigated the possibility of developing an Arts Master Plan with in-kind or low-cost assistance from a local university with arts management expertise. The PAB identified and contacted three universities. Of those, Colorado State University initially expressed interest based on their community focus as a land grant university. ART IN PUBLIC PLACES Page 37 4.After CSU coordinated with their faculty, PAB learned they did not have appropriate expertise to support the development of an Arts Master Plan for the Town of Estes Park. Based on this development, it is unlikely we will be able to receive support from a local university for an Arts Master Plan. a.CSU faculty recommended talking to an arts management professional working with the Fort Collins Museum of Art. After following up on this referral, the arts management professional provided an estimate of $15,000 to $25,000 and recommended pursuing grants to support these efforts (see Item 2). 5.The Town of Estes Park’s Strategic Plan does not include an Arts Master Plan. 6.The Downtown Master Plan (approved in 2018) includes numerous references to the importance of art and local artists to the community and our visitors. A primary driver for this focus is the positive impact public art has on economic development. While much of this is focused on the more commercial importance of art, the Plan cites the value of existing public art and emphasizes the need to further develop public art. It also states, public improvements and private development projects should accommodate and showcase work by local, regional and national artists”.It further states that the Town should Incentivize the Arts – Provide incentives for inclusion of public art in private development projects. The Town’s land use code permits public art to count towards a development’s landscape requirements” (Downtown Plan, pg 36). 7.Currently, the annual Decorating Utility Boxes (DUB)program has been put on hold due to limited capacity among the Parks and Power & Communications divisions. 8.Very limited public arts information is currently provided to citizens and visitors by the Town of Estes Park. Some information is provided by the Estes Arts District, Visit Estes Park and BEstes, but it is uncoordinated and incomplete. 9.The Town of Estes Park currently does not have consolidated arts & culture management specifically assigned to staff responsibility. 10.The Town of Estes Park Trustees have expressed interest in increased involvement from the local arts organizations in the AIPP program. 11.Feedback from the Women’s Monument Committee aligns with the PAB in calling for an Arts Advisory Committee to provide aesthetic and technical support for the Town AIPP program and that the local Arts community is interested and available. 12.The Town of Estes Park’s collectible fixed assets are currently above $1.75 million and probably appreciating. These Assets, while identified,do not have assessment for adequate management, storage, display or maintenance responsibilities/instructions. The bulk of these investments roughly fall into these categories: a.Bronze sculptures: >$347,000 b.Museum holdings: >$1,020,000 c.Misc. art: >$245,000 13.Public Works feels it “does not currently have sufficient staff or specialized training and experience to inventory, store and maintain the Town’s entire collectible arts assets.” 14.PAB members are uncomfortable making aesthetic and maintenance decisions about public art without assistance from the local arts community and curatorial experts. Page 38 Possible Actions: 1.Determine the desired degree of importance of the AIPP program to the community and an appropriate level of support. 2.Establish a consolidated program for arts and cultural activities. Appropriate staff should be designated to oversee Town-owned art and other collectible fixed assets. 3.Establish an arts advisory group to assist the designated staff with aesthetic and technical support for the AIPP program. 4.Enlist appropriate curatorial support to review the list of existing collectible fixed assets including all Town-owned art) to determine appropriate insurance value, maintenance, storage and monitoring protocols. This could also include input from local arts organizations and artists. a.Based on the size of the Town of Estes Park’s assets,this can be prioritized and phased over several years. 5.Include an Arts Master Plan in the 2022 Strategic Plan. 6.Utilize the Downtown Master Plan to guide decision making in the downtown area. For the AIPP program, it recommends increasing our density of public art and a large emphasis on art of all types to further enhance our downtown environment. 7.Research and apply for grants to assist developing an Arts Master Plan with professional assistance. a. If external funding is unavailable, utilize existing planning and curatorial expertise among Town of Estes Park staff and the local arts community to develop an Arts Master Plan. 8.Upon establishing an Arts Master Plan, the Town can apply for grants to fund public art projects for the AIPP. These projects should be managed by appropriate Town staff efforts, which can be overseen by a volunteer advisory group. 9.Develop and provide descriptions of key public art pieces alongside a map for residents and visitors, available on the Town of Estes Park website, at the Estes Park Visitor Center, and through arts organizations such as: Estes Arts District, Art Center of Estes Park, Visit Estes Park, BEstes (Artists Trail). 10.Develop and promote a program for public art donations. We appreciate your time in reviewing our update on PAB’s work investigating opportunities for the AIPP program. If the Trustees find it necessary,representatives from the PAB would be happy to attend a study session on the topic. Please feel free to direct any questions or comments to Trustee Cenac or myself (geoffrey.d.elliot@gmail.com). Best, Geoff Elliot, Chairperson On Behalf of the Parks Advisory Board Page 39       Page 40 February 22, 2022 • Northern Water Inclusion Process • Renaming Request for a Portion of the Children’s Park to “Women’s Heritage Plaza” • Environmental Sustainability Task Force Recommendations March 9, 2022 • Downtown Loop Updates • 2022 Street Improvement Program Overview Items Approved – Unscheduled: • Town Board and Chamber Board Meet and Discussion • Governing Policies Updates • Downtown Loop Updates as Necessary Items for Town Board Consideration: • Facilities Master Plan Final Draft Future Town Board Study Session Agenda Items February 8, 2022 Page 41