HomeMy WebLinkAbout16-05 Proffer StatementGreenway Engineering 'ID September I, 2005 ,
Revised November 4, 2005
Revised November 30, 2005
WILLOW RUN PROFFER STATEMEN
REZONING: RZ# 16 -05
Rural Areas (RA) District
to Residential Performance (RP) District (347.77±
and Business General (132) District (12.20± acres)
PROPERTY: 359.97± -acres (here -in after the "PROPERTY ")
Tax Map Parcels 53- ((A)) -90; 53- ((A)) -91; 53- ((A)) -92; 53- ((A))-
92A; 53- ((A)) -92B; 53- ((A)) -94; 53- ((3)) -A & 63- ((A)) -2A
RECORD OWNER: Willow Grove L.C.; 740 LLC; 750 LLC; Miller and Smith at
Willow Run L.L.C.; Greystone Properties, LLC
APPLICANT: Willow Grove L.C.; 740 LLC; 750 LLC; Miller and Smith at
Willow Run L.L.C.; Greystone Properties, LLC (here -in after the
"APPLICANTS ")
PROJECT NAME
ORIGINAL DATE
OF PROFFERS:
REVISION DATE:
Preliminary Matters
WILLOW RUN
September 1, 2005
November 30, 2005
Pursuant to Section 15.2 -2296 et. seq. of the Code of Virginia, (1950, as amended), (the
"Code ") and the provisions of the Frederick County Zoning Ordinance (the
"Ordinance ") with respect to conditional zoning, the undersigned Applicants (as
hereinafter defined) hereby proffer that in the event the Board of Supervisors of Frederick
County, Virginia, shall approve Rezoning Application #16 -05 for the rezoning of
347.77± acres from the Rural Areas (RA) District to Residential Performance (RP)
District, and for the rezoning of 12.20± acres from the Rural Areas (RA) District to
Business General (132) District, development of the subject property shall be done_ in
conformity with the terms and conditions set forth herein, except to the extent that such
terms and conditions may be subsequently amended or revised by the Applicants (as
hereinafter defined) and such be approved by the Frederick County Board of Supervisors
in accordance with the said Code and Ordinance. In the event that such rezoning is not
granted, then these proffers shall be deemed withdrawn and shall have no binding effect
whatsoever. Upon approval of such rezoning, these proffers shall be binding upon the
Applicants (as hereinafter defined) and their successors and assigns.
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The subject property, identified as Willow Run, and more particularly described as the
lands owned by Willow Grove L.C., 740 LLC, 750 LLC, Miller and Smith at Willow
Run, L.L.C., and Greystone Properties, LLC, (the "Applicants ") being all of Tax Map
Parcels 53- ((A)) -90, 53- ((A)) -91, 53- ((A)) -92, 53- ((A)) -92A, 53- ((A)) -92B, 53- ((A)) -94,
53- ((3)) -A and 63- ((A)) -2A; and further as shown on the Final Plat for Boundary Line
Adjustment Between the Lands of Willow Grove L.C. and Miller and Smith at Willow
Run, L.L.C., prepared by Marsh & Legge Land Surveyors, P.L.C. dated April 27, 2004,
together with the Deed for Greystone Properties, LLC, from Pembroke Cove Properties,
L.L.C. , recorded as Instrument # 030024683 and containing an attached plat prepared by
Marsh & Legge Land Surveyors, P.L.C. recorded in Deed Book 886 Page 447 and an
attached plat prepared by Lee A. Ebert, C.L.S. recorded in Deed Book 543 Page 247,
together with the Deed for Miller and Smith at Willow Run, L.L.C., from Melco, Inc.,
recorded as Instrument # 040017302 (collectively, the "Property ").
A.) Residential Land Use
1. The Applicants hereby proffer to limit the total number of residential
units to 850 dwelling units, exclusive of the existing residential units
on the subject properties.
2. The Applicants hereby proffer to prohibit the development of garden
apartments, as defined in Section 165 -65 of the Ordinance, from the
subject properties. All other housing types identified in the
aforementioned Ordinance section shall be allowed provided that all
requirements of the Master Development Plan have been met.
3. The Applicants hereby proffer to limit the number of residential
building permits to a maximum of 200 building permits during each
calendar year until the buildout of the Willow Run Community,
exclusive of model homes. The Applicants shall not carry forward
residential building permits that are not obtained during each calendar
year to the ensuing calendar year.
4. A minimum of 85 of the total number of residential units developed
within the Willow Run community shall be age- restricted. Except to
the extent otherwise prohibited by the Virginia Fair Housing Law, the
Federal Fair Housing Law, and other applicable federal, state, or local
legal requirements, any dwelling unit within the portions of the
Property identified as age- restricted housing shall be restricted to
housing for older persons as defined in Va. Code Ann. § 36 -96.7, or a
surviving spouse not so qualifying. No person under 19 years of age
shall be permitted to be regularly domiciled or to reside permanently
therein. The restriction provided for herein shall also be in the form of
a restrictive covenant with respect to the residential portion of the
Property designated as age- restricted, and any Homeowners'
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Association or sub- association created with respect thereto shall have
assigned responsibility for the enforcement and administration of the
said age - restricted covenant.
5. The Applicants hereby proffer to provide a double row of evergreen
trees on the southern most residential lot that is located across Cedar
Creek Grade from the Homespun property to minimize viewshed
impacts. The double row of evergreen trees shall be planted on 10-
foot centers along the property line closest to Cedar Creek Grade and
shall be a minimum of four feet in height when planted.
6. The Applicants hereby proffer to provide for a mixture of housing
types within the Willow Run Community consistent with the minimum
and maximum percentages and permitted housing types identified in
the Willow Run Community Residential Unit Matrix as set forth
below.
Willow Run Community Residential Unit Matrix
Category
Minimum
Maximum
Housing Types Permitted
% of Units
% of Units
Age- Restricted
10%
40%
Single - family Small Lot; Duplex;
Multiplex
Single - Family
10%
40%
Duplex; Multiplex; Atrium House;
Attached
Weak -Link Townhouse; Townhouse
Single- Family
20%
65%
Single - family Traditional; Single - family
Detached
Urban; Single - family Cluster; Zero Lot
Line; Single-family Small Lot
B.) Commercial Land Use
1. The Applicants hereby proffer that commercial development within
the 12.20± -acre portion of the Property to be zoned B -2, General
Business District shall provide for a minimum of 10,000 square feet of
building improvements, but shall not exceed 110,000 square feet of
building improvements.
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2. The Applicants hereby proffer to utilize similar construction materials
and similar development themes for all commercial development
within the Willow Run Community. The principal construction
materials shall be limited to brick, stone, simulated stucco, wood,
glass, standing seam metal or dimensional shingles. These
construction materials shall be utilized on all building walls and
rooflines.
3. The Applicants hereby proffer to develop the commercial land bays in
two phases. The first phase will include the land bay along Jubal Early
Drive to the east of the Jubal Early Drive/Willow Run Drive (Major
Spine Road) intersection as depicted on the proffered Generalized
Development Plan. The second phase will include the land bays
located to the west of the community center and adjacent to Route 37
as depicted on the proffered Generalized Development Plan.
4. The Applicants hereby proffer to guarantee the construction of 10,000
square feet of commercial land use prior to the issuance of the building
permit for the 600 dwelling unit exclusive of building permits for
model homes.
5. The Applicants hereby proffer to prohibit the following commercial
land uses within the portion of the Willow Run Community that is
zoned B2, General Business District:
Exterior Boarding Kennels
Electric, Gas & Other Utility Transmission and Distribution Facilities
Automotive Dealers & Automotive Repair
Hotels & Motels
Organization Hotels & Lodging
Car Washes
Multiplex Motion Picture Theaters
Golf Driving Ranges & Miniature Golf Courses
Self- Service Storage Facilities
Electrical Supplies (Wholesale)
Hardware, Plumbing & Heating Equipment (Wholesale)
Commercial Outdoor Batting Cages
Flex Tech
Adult Retail
Furthermore, the Applicants proffer to prohibit food stores in excess of 20,000 square
feet of floor area that are permitted in the B2, General Business District.
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C.) Generalized Development Plan
1. The Applicants hereby proffer to develop the Property in substantial
conformance with a Generalized Development Plan submitted with
and approved as part of the rezoning application. The Generalized
Development Plan is intended to delineate the major collector road
systems, the general location of residential and commercial land uses,
the general location of the community center and park area, the
community center and park area loop road, and park area, the general .
location of developmentally sensitive areas (" DSA "), the location of
the major karst feature as well as the general location of the extended
Green Circle pedestrian and bicycle facilities within the Willow Run
Community.
D.) Master Development Plan
1. The Applicants hereby proffer to develop the Property under a single
Master Development Plan. The Applicants will be limited to land
disturbance development activities until the Master Development Plan
is approved by the Board of Supervisors.
2. The Applicants hereby proffer to enter into an agreement, which will
require all current and subsequent developers to agree to the execution
of all County documents necessary for processing the original Master
Development Plan and all Master Development Plan revisions. A
copy of this agreement shall be provided to the Planning Department.
E.) Transportation Enhancements
1. The Applicants hereby proffer to obtain right -of -way necessary for the
construction of Willow Run Drive (Major Collector Spine Road) on
tax map parcel 63- ((A)) -1 currently owned by Jova Properties, LLC, a
Virginia limited liability company, to allow for the construction of the
north -south major collector road between Cedar Creek Grade (Route
622) and the northern property line adjoining the Willow Run
Community, in the general location as identified on the Willow Run
Drive (Major Spine Road) Right -Of -Way and Construction Plan
prepared by Greenway Engineering dated September 1, 2005, and
included as a proffered exhibit with this rezoning application under
Transportation Enhancements Section E — Exhibit 1. The right -of -way
for Willow Run Drive shall be dedicated to Frederick County at such
time as deemed appropriate by the County.
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2. The Applicants hereby proffer to grade the ultimate four -lane divided
landscaped median road section and construct a two -lane section of
Willow Run Drive (Major Collector Spine Road) within a 90 -foot
right -of -way between Cedar Creek Grade (Route 622) and the street
intersection within the Willow Run Community closest to the northern
property boundary of tax map parcel 63- ((A)) -1 owned by Jova
Properties, LLC, a Virginia limited liability company, as identified as
Phase I on the Willow Run Drive (Major Collector Spine Road) Right -
Of -Way and Construction Plan prepared by Greenway Engineering
dated September 1, 2005, and included as a proffered exhibit with this
rezoning application under Transportation Enhancements Section E —
Exhibit 1. This two -lane section of Willow Run Drive (Major
Collector Spine Road) will be designed and constructed to base
pavement prior to the issuance of the 100 residential building permit
and bonded to ensure that the top coat of asphalt is guaranteed.
3. The Applicants hereby proffer to grade the ultimate four -lane divided
landscaped median road section and construct a two -lane section of
Willow Run Drive (Major Collector Spine Road) within a 90 -foot
right -of -way between the terminus of Phase I and the intersection with
Jubal Early Drive as identified as Phase II on the Willow Run Drive
(Major Collector Spine Road) Right -Of -Way and Construction Plan
prepared by Greenway Engineering dated September 1, 2005, and
included as a proffered exhibit with this rezoning application under
Transportation Enhancements Section E — Exhibit 1. This two -lane
section of Willow Run Drive (Major Collector Spine Road) will be
desired and constructed to base pavement prior to the issuance of the
400 residential building permit and bonded to ensure that the top coat
of asphalt is guaranteed.
4. The Applicants hereby proffer to construct Jubal Early Drive in three
phases, as identified on the Jubal Early Drive Construction Phase Plan
prepared by Greenway Engineering dated September 1, 2005, and
included as a proffered exhibit with this rezoning application under
Transportation Enhancements Section E — Exhibit 2. A variable right -
of -way width for Jubal Early Drive will be provided throughout the
Willow Run Community beginning with an 80 -foot right -of -way
through the 3.68± -acre parcel owned by the City of Winchester, then
transitioning to a variable right -of -way to the Jubal Early
DrivelWillow Run Drive (Major Collector Spine Road) intersection,
then transitioning to an 90 -foot right -of way width to Merriman's Lane
(Route 621). Jubal Early Drive shall be designed as the through
movement if the new Route 37 interchange is approved and the
proposed roundabout is not approved by VDOT.
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5. The first phase of Jubal Early Drive construction shall begin east of the
Willow Run community to include the realignment of Jubal Early
Drive and the realignment of Meadow Branch Avenue, beginning in
the City of Winchester with a terminus to the west of the Jubal Early
Drive/Willow Run Drive (Major Collector Spine Road) intersection
identified as Phase I on the Jubal Early Drive Construction Phase Plan
prepared by Greenway Engineering dated September 1, 2005 under
Transportation Enhancements Section E — Exhibit 2. Phase I of Jubal
Early Drive shall include the ultimate four -lane divided landscaped
median road section, which will be designed and constructed to base
pavement and bonded ensure that the top coat of asphalt is guaranteed.
At no time will any lot within the Willow Run Community be
dependent solely upon Jubal Early Drive for access. Phase I Jubal
Early Drive construction shall begin within 18 months of final road
design plan approval by VDOT, Frederick County and the City of
Winchester.
6. In the event that the Winchester City Council will not allow for the
construction of Jubal Early Drive through the 3.68± -acre parcel owned
by the City of Winchester, the Applicants proffer to construct a two -
lane section of Jubal Early Drive as Phase I from the intersection with
Willow Run Drive (Major Collector Spine Road) to a location
appropriate to serve the commercial lay bay. Furthermore, the
Applicants proffer to dedicate right of way to Frederick County from
the terminus of Jubal Early Drive to the 3.68± -acre parcel owned by
the City of Winchester to allow for the future continuation of Jubal
Early Drive by others.
7. The second phase of Jubal Early Drive shall begin at the terminus of
Phase I and continue with a terminus to the west of the intersection
serving the community center building and community swimming pool
identified as Phase II on the Jubal Early Drive Construction Phase Plan
prepared by Greenway Engineering dated September 1, 2005 under
Transportation Enhancements Section E — Exhibit 2. The Applicants
hereby proffer to dedicate a 90 -foot right -of -way, grade the ultimate
four -lane divided landscaped median road section, and construct a
two -lane section of Jubal Early Drive, which shall be designed and
constructed to base pavement prior to the issuance of the 400'
building permit and bonded to ensure that the top coat of asphalt is
guaranteed.
8. The third phase of Jubal Early Drive shall begin at the terminus of
Phase II and continue to a terminus with Merriman's Lane, including
the realignment of Merriman's Lane on the north side of Jubal Early
Drive identified as Phase III on the Jubal Early Drive Construction
Phase Plan prepared by Greenway Engineering dated September 1,
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Revised November 30, 2005
2005 under Transportation Enhancements Section E — Exhibit 2. The
Applicants hereby proffer to dedicate a 90 -foot right -of -way, grade the
ultimate four -lane divided landscaped median road section, and
construct a two -lane section of Jubal Early Drive, which shall be
designed and constructed to base pavement prior to the issuance of the
700th building permit and bonded to ensure that the top coat of asphalt
is guaranteed. The connection of Jubal Early Drive to Merriman's
Lane will be gated to allow for emergency access unless otherwise
directed by the Board of Supervisors.
9. The Applicants hereby proffer to design, bond and construct the
realignment of approximately 1,000 feet of Merriman's Lane to the
north of Jubal Early Drive to create a "T" intersection. The
construction of this realignment shall be completed during the
construction of Phase III of Jubal Early Drive.
10. The Applicants hereby proffer to dedicate the land necessary for the
ultimate design of an urban diamond interchange at the terminus of
Jubal Early Drive along the east side of Route 37 to the Virginia
Department of Transportation ( "VDOT ") as depicted on the Route
37HJubal Early Drive Interchange Right -Of -Way Dedication Exhibit
prepared by Greenway Engineering dated September 1, 2005 and
included as a proffered exhibit with this rezoning application under
Transportation Enhancements Section E — Exhibit 3. The dedicated
land area to construct said interchange shall be provided at no cost to
VDOT within 60 days that the right -of -way is requested in writing by
VDOT.
11. The Applicants hereby proffer to initiate and complete an Interchange
Justification Study ( "IJS ") for the proposed Route 37 interchange at
Jubal Early Drive. The Applicants shall initiate this IJS within 90 days
of final and non - appealable rezoning approval and submit the IJS to
VDOT within 12 months of final and non - appealable rezoning
approval to determine if a new interchange at this location on Route 37
is warranted.
12. The Applicants hereby proffer to complete the ultimate section of
Jubal Early Drive prior to the issuance of the 700 building permit if a
new Route 37 interchange is approved at this location by the
Commonwealth Transportation Board ( "CTB "), or to complete the
ultimate section of Willow Run Drive (Major Collector Spine Road) to
the northern boundary line of tax map parcel 63- ((A)) -1 if a new Route
37 interchange at this location is not approved by the CTB. In the
event that the CTB has not made a decision to approve or deny the
proposed Route 37 interchange at this location by the issuance of the
600 building permit for the Willow Run Community, the Applicants
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proffer to construct the ultimate section of Willow Run Drive (Major
Collector Spine Road) from the intersection with Jubal Early Drive to
the northern boundary line of tax map parcel 63- ((A)) -1 prior to the
issuance of the 700 building permit, and shall not be obligated to
construct the ultimate section of Jubal Early Drive.
13. The Applicants hereby proffer to provide $1000.00 per residential lot
for the purpose of constructing a northbound on -ramp from Jubal Early
Drive onto Route 37 if the CTB approves a new interchange at this
location. The $1000.00 per residential lot contribution shall be made
payable to Frederick County at the time of building permit issuance for
each residential lot. The $1000.00 per residential lot contribution may
be utilized by Frederick County as a local match for VDOT Revenue
Sharing Funds or other applicable funds to assist with the development
of the Jubal Early Drive/Route 37 Interchange. In the event that the
CTB does not allow for a new interchange at this location, or has not
made a decision to approve or deny the proposed Route 37 interchange
at this location by the issuance of the 600 building permit for the
Willow Run Community, the Applicants authorize Frederick County
to utilize the $1000.00 per residential lot contribution unconditionally
towards other transportation improvements.
14. The Applicants hereby proffer to enter into a signalization agreement
with VDOT for the cost of traffic signalization at the intersection of
the Route 37 northbound and southbound ramps and Cedar Creek
Grade (Route 622) if warranted by VDOT. Provisions of the
signalization agreement shall be determined by VDOT. The
signalization agreement shall specify the dollar amount required from
the Applicants and the timing of signalization construction once
signalization is warranted by VDOT.
15. If approved by VDOT, the Applicants hereby proffer to design, bond
and construct a center turn lane within the Cedar Creek Grade (Route
622) right -of -way necessary to serve the existing Route 37 northbound
and southbound ramps. The construction of the center turn lane shall
occur concurrently with the installation of traffic signalization at the
intersection of the Route 37 northbound and southbound ramps and
Cedar Creek Grade (Route 622), as described in Section E(14) above.
16. If approved by VDOT, the Applicants hereby proffer to construct a
continuous right turn lane from the intersection of Willow Run Drive
(Major Spine Road) to the existing Route 37 northbound on -ramp as
depicted on the Cedar Creek Grade/Willow Run Drive (Major
Collector Spine Road) Improvements Exhibit prepared by Greenway
Engineering dated September 1, 2005 and included as a proffered
exhibit with this rezoning application under Transportation
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Enhancements Section E — Exhibit 4. The continuous right turn lane
from the intersection of Willow Run Drive (Major Collector Spine
Road) to the existing Route 37 northbound on -ramp shall be installed
at the time of construction of the Willow Run Drive (Major Collector
Spine Road) connection to Cedar Creek Grade (Route 622).
17. The Applicants hereby proffer to enter into a signalization agreement
with the Virginia Department of Transportation (VDOT) for the cost
of traffic signalization at the intersection of Willow Run, Drive (Major
Collector Spine Road) and Cedar Creek Grade (Route 622).
Provisions of the signalization agreement shall be determined by
VDOT. The signalization agreement shall specify the dollar amount
required from the Applicants and the timing of signalization
construction once signalization is warranted by VDOT.
18. The Applicants hereby proffer to construct an additional travel lane on
the north side of Cedar Creek Grade on a portion of the Property
beginning at the terminus in the City of Winchester and continuing to
the intersection of the local street identified as the Minor Spine Road
as depicted on the Cedar Creek Grade/Minor Spine Road
Improvements Exhibit prepared by Greenway Engineering dated
September 1, 2005 and included as a proffered exhibit with this
rezoning application under Transportation Enhancements Section E —
Exhibit 5. The additional travel lane on the north side of Cedar Creek
Grade shall be installed at the time of construction of the Minor Spine
Road connection to Cedar Creek Grade (Route 622). The first phase
of the Minor Spine Road will be designed and constructed to base
pavement prior to the issuance of the first residential building,
exclusive of building permits for model homes, and bonded to ensure
that the top coat of asphalt is guaranteed. Additionally, the Applicants
proffer to dedicate a 20 -foot right -of -way along the entire frontage of
tax map parcel 63- ((A)) -2A to VDOT for future improvements to
Cedar Creek Grade by others.
19. The Applicants hereby proffer to develop a 10 -foot wide asphalt
bicycle and pedestrian facility within the dedicated right -of -way along
Jubal Early Drive and the Willow Run Drive (Major Collector Spine
Road) for the purpose of constructing the portion of the Green Circle
bicycle path within the Willow Run Community. The 10 -foot wide
asphalt bicycle and pedestrian facility will be constructed along
Willow Run Drive (Major Collector Spine Road) between the Jubal
Early Drive/Willow Run Drive (Major Collector Spine Road)
intersection and the northern boundary line of tax map parcel 63- ((A))-
1, and along Jubal Early Drive between the eastern commercial land
bay and Merriman's Lane. The construction of the 10 -foot wide
asphalt bicycle and pedestrian facility shall be phased and shall be
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constructed concurrently with the phased construction of Jubal Early
Drive and Willow Run Drive (Major Collector Spine Road) as
described within Section E of the proffer statement.
F.)
20. Where private alley systems are utilized within the Willow Run
community, the Applicants hereby proffer to design and construct the
private alley systems as one -way travel within a 16 -foot wide
easement having 12 feet of pavement with a two -foot shoulder on each
side of the pavement along the entire alleyway. The cross sectional
dimension of pavement thickness and compacted base thickness will
meet public street pavement standards utilized by the Virginia
Department of Transportation. All private alleys that intersect other
private alleys at 90- degree angles or have turns at 90- degree angles
shall provide for a minimum turning radius of 25 feet. Private alley
intersections with public streets shall provide curb cuts extending two
feet beyond the paved edge of the standard alley width. The
maintenance of all private alley systems shall be the responsibility of
the Homeowners' Association or sub - association for the Willow Run
community.
Monetary Contributions
1. The Applicants hereby proffer a monetary contribution for each
dwelling unit that is non -age restricted in the amount of $9,078 to
mitigate impacts to capital facilities as identified in the Frederick
County Capital Facilities Fiscal Impact Model — Output Module
prepared by the Frederick County Planning Department on July 21,
2005. This monetary contribution provides for the total fiscal impacts
for non -age restricted dwelling units, as commercial fiscal credit is
only given for the 10,000 square feet of commercial land use that is
guaranteed in proffer B(4). This monetary contribution shall be
provided to Frederick County at the time of building permit issuance
for each non -age restricted dwelling unit.
2. The Applicants hereby proffer a monetary contribution for each age -
restricted dwelling unit in the amount of $500.00 to mitigate impacts
to Fire and Rescue Services as identified in the Frederick County
Capital Facilities Fiscal Impact Model — Output Module prepared by
the Frederick County Planning Department on July 21, 2005. This
monetary contribution shall be provided to Frederick County at the
time of building permit issuance for each age- restricted dwelling unit.
3. The Applicants hereby proffer to contribute a total of $50,000.00 to
further support the Round Hill and Shawnee Volunteer Fire and
Rescue Companies in Frederick County and the City of Winchester,
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which will provide first response service to the Willow Run
Community. A payment totaling $25,000.00 shall be made to each
Volunteer Fire and Rescue Company at the time of building permit
issuance for the first residential dwelling unit. Evidence of these
payments shall be provided to the Frederick County Planning
Department as a condition of building permit approval. The
Applicants further proffer to provide a monetary contribution
consistent with the results of the County's Fiscal Impact Model that is
to be paid at the issuance of each residential building permit and is to
be directed to the Round Hill Volunteer Fire and Rescue Company.
Additionally, the Applicants will provide a provision in the
Homeowners' Association documents, which will require the
Homeowners' Association to pay $100.00 per occupied residential unit
on an annual basis that will be directed to the Shawnee Volunteer Fire
and Rescue Company. This payment to the Shawnee Volunteer Fire
and Rescue Company shall continue until such at time that a new
Route 37 interchange is developed at Jubal Early Drive with
southbound off -ramp access, or if a new County Fire and Rescue
station is developed that will provide first response service to the
Willow Run Community, or if there is a merger of County and City
Fire and Rescue Services.
4. The monetary contributions identified in the Frederick County Capital
Facilities Fiscal Impact Model — Output Module prepared by the
Frederick County Planning Department on July 21, 2005 shall be
limited to that amount for all building permits issued for the initial 30
months following approval of the Master Development Plan. All
monetary contributions paid after the 30 -month timetable shall be
adjusted every 24 months in accordance with the Urban Consumer
Price Index ("CPI -U ") published by the United States Department of
Labor, subject to a cap of 4% per year, non - compounded.
G.) Community Recreation
1. The Applicants hereby proffer to construct a community center
building that is a minimum of 4,000 square feet in floor area,
community swimming pools and bathhouse with a minimum combined
water surface of 3,500 square feet, which shall count towards the
active recreational amenity requirement for the Willow Run
Community. The community center building and community
swimming pools and bathhouse shall be constructed and available for
use by residents of the Willow Run Community prior to the issuance
of the 400 building permit. The maintenance of the community
center building and the community swimming pool shall be the
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H.)
September I, 2005 13
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responsibility of the Homeowners' Association or sub - association for
the Willow Run Community.
2. The Applicants hereby proffer to design and construct a public
extension of the Green Circle pedestrian and bicycle facility that
connects to the developed portion within the City of Winchester that
will be located along the north side of Jubal Early Drive and within the
right -of -way throughout the limits of the Property, and within the road
right -of -way from the south side of Jubal Early Drive along the north-
south major collector road as identified on the Generalized
Development Plan. This public pedestrian and bicycle facility shall be
10 feet in width and have an asphalt surface, and shall count towards
the active recreational amenity requirement for the Willow Run
Community. In the event that the Winchester City Council will not
allow for the construction of Jubal Early Drive through the 3.68± -acre
.parcel owned by the City of Winchester, the Applicants proffer to
begin the public pedestrian and bicycle facility consistent with Phase I
of Jubal Early Drive as described in Section E(6) of this proffer
statement.
3. The Applicants hereby proffer to design and construct an internal
pedestrian trail system, which shall count towards the active
recreational amenity requirement for the Willow Run Community.
This internal pedestrian trail system shall be five feet in width and
have an asphalt surface. The internal pedestrian trail system shall be
private and shall be owned and maintained by the Homeowners'
Association or sub - association for the Willow Run Community.
4. The Applicants hereby proffer to provide for active recreational use
within the area identified on the proffered Generalized Development
Plan as the Major Karst Feature, exclusive of swimming pools and
buildings. The active recreational use will be identified on the Master
Development Plan for the Willow Run Community.
Communitv Curbside Trash Collection
1. The Applicants hereby proffer to provide commercial trash pickup and
waste removal service to all residential land uses and the community
center within the Willow Run community. The commercial trash
pickup and waste removal service shall be established by deed
covenant and shall be assigned to the Willow Run Homeowners
Association ( "HOA ") or sub - association at such time as identified in
the legal documents setting forth the guidelines for the Willow Run
HOA. The commercial trash pickup and waste removal service shall
remain in effect and be the responsibility of the Willow Run HOA
File #3800WG /EAW
Greenway Engineering • September I, 2005 • 14
Revised November 4, 2005
Revised November 30, 2005
until such a time that this service is provided by Frederick County or
other municipal providers.
I.) Creation of Homeowners Association
1. A Homeowners Association (HOA) or sub - associations shall be
created by the Applicants in conformity with the Virginia Property
Owners' Association Act (Title 55, Chapter 26 of the Code of
Virginia, 1950, as amended). The HOA shall have title to and/or
responsibility for:
a. All common areas including, but not limited to, buffer areas,
internal pedestrian trail systems and stormwater management
facilities not otherwise dedicated to public use or maintained
by commercial entities.
b. Maintenance of private streets and alleyways.
C. Residential curbside trash collection.
2. The Applicants hereby proffer to incorporate into the Declaration
creating the Willow Run Community provisions creating an
Architectural Review Board ( "ARB "). The purpose of the ARB will
be to review and approve all exterior additions and alterations to the
existing dwelling units within the Willow Run Community to ensure
that all design guidelines established by the Applicants are met,
together with all such other duties and responsibilities as may be
imposed by the Declaration.
3. The Applicants hereby proffer to incorporate into the Declaration
creating the Willow Run Community provisions creating an
assessment to be collected at the time of the initial transfer of title to
any residential lot in the Willow Run Community (whether to a builder
or otherwise) as well as at the time of any subsequent transfer of title.
Such sums shall be paid to the association or sub - association, as
appropriate, for use in the maintenance and upkeep of the common
areas, as determined by the Board of Directors of the association.
J.) Environmental
The Applicants hereby proffer to identify and delineate a
developmentally sensitive area ( "DSA ") boundary on the Generalized
Development Plan. The DSA will identify the location of wetland
areas. Information regarding potential impacts within the DSA and
File #3800WG /EAW
Greenway Engineering • September I, 2005 • 15
Revised November 4, 2005
Revised November 30, 2005
methods for mitigation will be incorporated as a component of the
Master Development Plan for the Willow Run Community.
2. The Applicants hereby proffer to conduct a geotechnical analysis on
all residential lots that are platted within 100 feet of the major karst
feature identified on the Generalized Development Plan, prior to the
issuance of building permits of such lots.
3. The Applicants hereby proffer to provide a resource protection area
( "RPA ") buffer of 50 feet adjacent to the DSA boundary. No portion
of any residential lot will be platted within the DSA. Additionally,
commercial development within the eastern commercial parcel (2.465
acres) shall not occur within the DSA. The only disturbance that will
be permitted within the DSA or the RPA will be for road crossing,
utility crossing and pedestrian and bicycle facility crossing.
4. The Applicants hereby proffer to develop a landscaping plan as an
enhancement for the wetland areas located on the south side of Jubal
Early Drive and provide for the planting of all elements of the plan
during the first favorable planting season subsequent to wetlands
disturbance. The landscaping plan shall include trees and shrubs that
are recommended for wetland areas by the Corps of Engineers and
trees and shrubs that are recommended for riparian areas by the
Virginia Department of Forestry. The Applicants will establish
language within the Homeowners Association documents, which
provides for the maintenance of the landscaping described above and
allows the Shenandoah University Environmental Studies Department
access to this area for the purpose of studying and monitoring this
wetland enhancement project as an outdoor land lab educational
opportunity.
5. The Applicants hereby proffer that all commercial site plans and the
community center site plan submitted to Frederick County will be
designed to implement Low Impact Development ( "LID ") and/or Best
Management Practices ( "BMP ") to promote stormwater quality
measures. A statement will be provided on each commercial site plan
and on the community center site plan identifying the party or parties
responsible for maintaining these BMP facilities as a condition of site
plan approval.
File #3800WG /EAW
Greenway Engineering •
K.) Signatures
September 1, 2005
Revised November 4, 2005
Revised November 30, 2005
16
The conditions proffered above shall be binding upon the assigns and successors in
the interest of the Applicants who constitute the owners of the Property. In the event
the Frederick County Board of Supervisors grants this rezoning and accepts the
proffered conditions set forth in this proffer statement, the foregoing proffered
conditions shall apply to the Property rezoned in addition to other requirements set
forth in the Ordinance.
Respectfully Submitted:
B� �, saes
Willow Grove L.C. a e
Commonwealth of Virginia,
City /County of - r r PAP f I CK To Wit:
The foregoing instrument was acknowledged before me this
jK
Cr day of 1�&g fy\e
2065 by
Notary Public 0-41)
My Commission Expires by
e AL 3o 06 0- 3
File #3800WC /EAW
Greenway Engineering September I, 2005
Revised November 4, 2005
Revised November 30, 2005
K.) Signatures
17
The conditions proffered above shall be binding upon the assigns and successors in
the interest of the Applicants who constitute the owners of the Property. In the event
the Frederick County Board of Supervisors grants this rezoning and accepts the
proffered conditions set forth in this proffer statement, the foregoing proffered
conditions shall apply to the Property rezoned in addition to other requirements set
forth in the Ordinance.
By:.
740 LLC 4De
Commonwealth of Virginia,
Cit County f 1; ede'lc.IL To Wit:
The foregoing instrument was acknowledged before me this IZt � day of Oeee m be K
2005 by C.2idgeky (A) hl'4e,
"_ My C� emission Expires Debt nL�l
Notary Public
File #3800W G /EAW
Greenway Engineering • September I, 2005 • 18
Revised November 4,2005
Revised November 30, 2005
K.) Signatures
The conditions proffered above shall be binding upon the assigns and successors in
the interest of the Applicants who constitute the owners of the Property. In the event
the Frederick County Board of Supervisors grants this rezoning and accepts the
proffered conditions set forth in this proffer statement, the foregoing proffered
conditions shall apply to the Property rezoned in addition to other requirements set
forth in the Ordinance.
By: �✓ i %��� ids
0 LLC v D' ate
Commonwealth of Virginia,
City /County of �r P �e rl GK To Wit:
The foregoing instrument was acknowledged before me this gth day of L)(! Ce M b t
20 125by �J� �P
0 �� is
Notary Public
m
P>1 u
y9D /n. l J �
My Commission Expires vem�- —A? �C Y�
File #3800WG /EA W
Greenway Engineering September I, 2005
Revised November 4, 2005
Revised November 30, 2005
K.) Signatures
19
The conditions proffered above shall be binding upon the assigns and successors in
the interest of the Applicants who constitute the owners of the Property. In the event
the Frederick County Board of Supervisors grants this rezoning and accepts the
proffered conditions set forth in this proffer statement, the foregoing proffered
conditions shall apply to the Property rezoned in addition to other requirements set
forth in the Ordinance.
By:
Miller and S at Willow Run L.L.C. Date
Commonwealth of Virginia,
City /County of GCsc To Wit:
The foregoing instrument was acknowledged before me this J—day of .( ° e
20 by GNARL
Notary Public
My Commission Expires C `Ll,
i -- y -
File 413800 W G/FA W
Greenway Engineering 0 September I, 2005 •
Revised November 4, 2005
Revised Novembcr 30, 2005
K.) Signatures
20
The conditions proffered above shall be binding upon the assigns and successors in
the interest of the Applicants who constitute the owners of the Property. In the event
the Frederick County Board of Supervisors grants this rezoning and accepts the
proffered conditions set forth in this proffer statement, the foregoing proffered
conditions shall apply to the Property rezoned in addition to other requirements set
forth in the Ordinance.
By: / a O�
Greystone Properties LLC ate
Commonwealth of Virginia,
Cit County f To Wit:
The foregoing instrument was acknowledged before me thi -l) day of DeCEvn Ix
2005 by jamf!5 WII�`rrls
`�MyCommisssionExpires TZbvyC�n2 7 — q
Notary Public
File #3800WGIEAW
Greenway Engineering September I, 2005
Revised November 4, 2005
WILLOW RUN PROFFER STATEMENT
REZONING: RZ#
Rural Areas (RA) District
to Residential Performance (RP) District (347.77± acres)
and Business General (B2) District (12.20± acres)
PROPERTY: 359.97± -acres (here -in after the "PROPERTY ")
Tax Map Parcels 53- ((A)) -90; 53- ((A)) -91; 53- ((A)) -92; 53- ((A))-
92A; 53- ((A)) -92B; 53- ((A)) -94; 53- ((3)) -A & 63- ((A)) -2A
RECORD OWNER: Willow Grove L.C.; 740 LLC; 750 LLC; Miller and Smith at
Willow Run L.L.C.; Greystone Properties, LLC
APPLICANT: Willow Grove L.C.; 740 LLC; 750 LLC; Miller and Smith at
Willow Run L.L.C.; Greystone Properties, LLC (here -in after the
"APPLICANTS ")
PROJECT NAME: WILLOW RUN
ORIGINAL DATE
OF PROFFERS:
REVISION DATE:
Preliminary Matters
September 1, 2005
November 4, 2005
Pursuant to Section 15.2 -2296 et. seq. of the Code of Virginia, (1950, as amended), (the
"Code ") and the provisions of the Frederick County Zoning Ordinance (the
"Ordinance ") with respect to conditional zoning, the undersigned Applicants (as
hereinafter defined) hereby proffer that in the event the Board of Supervisors of Frederick
County, Virginia, shall approve Rezoning Application # /( -05 for the rezoning of
347.77± acres from the Rural Areas (RA) District to Residential Performance (RP)
District, and for the rezoning of 12.20± acres from the Rural Areas (RA) District to
Business General (132) District, development of the subject property shall be done in
conformity with the terms and conditions set forth herein, except to the extent that such
terms and conditions may be subsequently amended or revised by the Applicants (as
hereinafter defined) and such be approved by the Frederick County Board of Supervisors
in accordance with the said Code and Ordinance. In the event that such rezoning is not
granted, then these proffers shall be deemed withdrawn and shall have no binding effect
whatsoever. Upon approval of such rezoning, these proffers shall be binding upon the
Applicants (as hereinafter defined) and their successors and assigns.
lade #3800 W OEA W
Greenway Engineering September I, 2005 2
Revised November 4, 2005
The subject property, identified as Willow Run, and more particularly described as the
lands owned by Willow Grove L.C., 740 LLC, 750 LLC, Miller and Smith at Willow
Run, L.L.C., and Greystone Properties, LLC, (the "Applicants ") being all of Tax Map
Parcels 53- ((A))-90, 53- ((A)) -91, 53- ((A)) -92, 53- ((A)) -92A, 53- ((A)) -92B, 53- ((A)) -94,
53- ((3)) -A and 63- ((A)) -2A; and further as shown on the Final Plat for Boundary Line
Adjustment Between the Lands of Willow Grove L.C. and Miller and Smith at Willow
Run, L.L.C., prepared by Marsh & Legge Land Surveyors, P.L.C. dated April 27, 2004,
together with the Deed for Greystone Properties, LLC, from Pembroke Cove Properties,
L.L.C. , recorded as Instrument # 030024683 and containing an attached plat prepared by
Marsh & Legge Land Surveyors, P.L.C. recorded in Deed Book 886 Page 447 and an
attached plat prepared,by Lee A. Ebert, C.L.S. recorded in Deed Book 543 Page 247,
together with the Deed for Miller and Smith at Willow Run, L.L.C., from Melco, Inc.,
recorded as Instrument # 040017302 (collectively, the "Property ").
A.) Residential Land Use
1. The Applicants hereby proffer to limit the total number of residential
units to 850 dwelling units, exclusive of the existing residential units
on the subject properties.
2. The Applicants hereby proffer to prohibit the development of garden
apartments, as defined in Section 165 -65 of the Ordinance, from the
subject properties. All other housing types identified in the
aforementioned Ordinance section shall be allowed provided that all
requirements of the Master Development Plan have been met.
3. The Applicants hereby proffer to limit the number of residential
building permits to a maximum of 200 building permits during each
calendar year until the buildout of the Willow Run Community,
exclusive of residential dwelling units identified as age- restricted
dwelling units, model homes, and the community center. The
Applicants shall not carry forward residential building permits that are
not obtained during each calendar year to the ensuing calendar year.
4. A minimum of 85 of the total number of residential units developed
within the Willow Run community shall be age- restricted. Except to
the extent otherwise prohibited by the Virginia Fair Housing Law, the
Federal Fair Housing Law, and other applicable federal, state, or local
legal requirements, any dwelling unit within the portions of the
Property identified as age- restricted housing shall be restricted to
housing for older persons as defined in Va. Code Ann. § 36 -96.7, or a
surviving spouse not so qualifying. No person under 19 years of age
shall be permitted to be regularly domiciled or to reside permanently
therein. The restriction provided for herein shall also be in the form of
a restrictive covenant with respect to the residential portion of the
File #3800WG /EAW
Greenway Engineering Seplemher I, 2005 3
Revised November 4, 2005
Property designated as age- restricted, and any Homeowners'
Association or sub - association created with respect thereto shall have
assigned responsibility for the enforcement and administration of the
said age - restricted covenant.
5. The Applicants hereby proffer to provide a single row of evergreen
trees on the southern most residential lot that is located across Cedar
Creek Grade from the Homespun property to minimize viewshed
impacts. The single row of evergreen trees shall be planted along the
property line closest to Cedar Creek Grade and shall be a minimum of
four feet in height when planted.
6. The Applicants hereby proffer to provide for a mixture of housing
types within the Willow Run Community consistent with the minimum
and maximum percentages and permitted housing types identified in
the Willow Run Community Residential Unit Matrix as set forth
below.
Willow Run Community Residential Unit Matrix
Category
Minimum
Maximum
Housing Types Permitted
% of Units
% of Units
Age - Restricted
10%
40%
Single- family Small Lot; Duplex;
Multiplex
Single- Family
10%
40%
Duplex; Multiplex; Atrium House;
Attached
Weak -Link Townhouse; Townhouse
Single - Family
20%
65%
Single- family Traditional; Single- family
Detached
Urban; Single - family Cluster; Zero Lot
Line; Single- family Small Lot
B.) Commercial Land Use
The Applicants hereby proffer that commercial development within
the 12.20± -acre portion of the Property to be zoned B -2, General
Business District shall provide for a minimum of 10,000 square feet of
building improvements, but shall not exceed 110,000 square feet of
building improvements.
File N380OWG /EAW
Greenway Engineering September I, 2005 4
Revised November 4, 2005
2. The Applicants hereby proffer to utilize similar construction materials
and similar development themes for all commercial development
within the Willow Run Community. The, principal construction
materials shall be limited to brick, stone, simulated stucco, wood,
glass, standing seam metal or dimensional shingles. These
construction materials shall be utilized on all building walls and
rooflines.
3. The Applicants hereby proffer to develop the commercial land bays in
two phases. The first phase will include the land bay along Jubal Early
Drive to the east of the Jubal Early Drive/Willow Run Drive (Major
Spine Road) intersection as depicted on the proffered Generalized
Development Plan. The second phase will include the land bays
located to the west of the community center and adjacent to Route 37
as depicted on the proffered Generalized Development Plan.
4. The Applicants hereby proffer to guarantee the construction of 10,000
square feet of commercial land use prior to the issuance of the building
permit for the 600 non - age - restricted dwelling unit.
5. The Applicants hereby proffer to prohibit the following commercial
land uses within the portion of the Willow Run Community that is
zoned B2, General Business District:
Exterior Boarding Kennels
Electric, Gas & Other Utility Transmission and Distribution Facilities
Automotive Dealers & Automotive Repair
Hotels & Motels
Organization Hotels & Lodging
Car Washes
Multiplex Motion Picture Theaters
Golf Driving Ranges & Miniature Golf Courses
Self- Service Storage Facilities
Electrical Supplies (Wholesale)
Hardware, Plumbing & Heating Equipment (Wholesale)
Commercial Outdoor Batting Cages
Flex Tech
Adult Retail
Furthermore, the Applicants proffer to prohibit food stores in excess of 20,000 square
feet of floor area that are permitted in the B2, General Business District.
File #3800 W G/EA W
Greenway Engineering September I, 2005 S
Revised November 4, 2005
C.) Generalized Development Plan
1. The Applicants hereby proffer to develop the Property in substantial
conformance with a Generalized Development Plan submitted with
and approved as part of the rezoning application. The Generalized
Development Plan is intended to delineate the major collector road
systems, the general location of residential and commercial land uses,
the general location of the community center and park area, the general
location of developmentally sensitive areas ( "DSA "), the location of
the major karst feature as well as the general location of the extended
Green Circle pedestrian and bicycle facilities within the Willow Run
Community.
D.) Master Development Plan
The Applicants hereby proffer to develop the Property under a single
Master Development Plan. The Applicants will be limited to land
disturbance development activities until the Master Development Plan
is approved by the Board of Supervisors.
2. The Applicants hereby proffer to enter into an agreement, which will
require all current and subsequent developers to agree to the execution
of all County documents necessary for processing the original Master
Development Plan and all Master Development Plan revisions. A
copy of this agreement shall be provided to the Planning Department.
E.) Transportation Enhancements
The Applicants hereby proffer to obtain right -of -way necessary for the
construction of Willow Run Drive (Major Collector Spine Road) on
tax map parcel 63- ((A)) -1 currently owned by Jova Properties, LLC, a
Virginia limited liability company, to allow for the construction of the
north -south major collector road between Cedar Creek Grade (Route
622) and the northern property line adjoining the Willow Run
Community, in the general location as identified on the Willow Run
Drive (Major Spine Road) Right -Of -Way and Construction Plan
prepared by Greenway Engineering dated September 1, 2005, and
included as a proffered exhibit with this rezoning application under
Transportation Enhancements Section E — Exhibit 1.
2. The Applicants hereby proffer to grade the ultimate road section and
construct a two -lane section of Willow Run Drive (Major Collector
Spine Road) within a 90 -foot right -of -way between Cedar Creek
File #3800WGIEAW
Greenway Engineering September 1, 2005 6
Revised November 4, 2005
Grade (Route 622) and the street intersection within the Willow Run
Community closest to the northern property boundary of tax map
parcel 63- ((A)) -1 owned by Jova Properties, LLC, a Virginia limited
liability company, as identified as Phase I on the Willow Run Drive
(Major Collector Spine Road) Right -Of -Way and Construction Plan
prepared by Greenway Engineering dated September 1, 2005, and
included as a proffered exhibit with this rezoning application under
Transportation Enhancements Section E — Exhibit 1. This two -lane
section of Willow Run Drive (Major Collector Spine Road) will be
desired and constructed to base pavement prior to the issuance of the
100` residential building permit and bonded to ensure that the top coat
of asphalt is guaranteed.
3. The Applicants hereby proffer to grade the ultimate section and
construct a two -lane section of Willow Run Drive (Major Collector
Spine Road) within a 90 -foot right -of -way between the terminus of
Phase I and the intersection with Jubal Early Drive as identified as
Phase II on the Willow Run Drive (Major Collector Spine Road)
Right -Of -Way and Construction Plan prepared by Greenway
Engineering dated September 1, 2005, and included as a proffered
exhibit with this rezoning application under Transportation
Enhancements Section E — Exhibit 1. This two -lane section of Willow
Run Drive (Major Collector Spine Road) will be designed and
constructed to base pavement prior to the issuance of the 400`
residential building permit and bonded to ensure that the top coat of
asphalt is guaranteed.
4. The Applicants hereby proffer to construct Jubal Early Drive in three
phases, as identified on the Jubal Early Drive Construction Phase Plan
prepared by Greenway Engineering dated September 1, 2005, and
included as a proffered exhibit with this rezoning application under
Transportation Enhancements Section E — Exhibit 2. A variable right -
of -way width for Jubal Early Drive will be provided throughout the
Willow Run Community beginning with an 80 -foot right -of -way
through the 3.68± -acre parcel owned by the City of Winchester, then
transitioning to a variable right -of -way to the Jubal Early
Drive/Willow Run Drive (Major Collector Spine Road) intersection,
then transitioning to an 90 -foot right -of way width to Merriman's Lane
(Route 621).
5. The first phase of Jubal Early Drive construction shall begin east of the
Willow Run community to include the realignment of Jubal Early
Drive beginning in the City of Winchester with a terminus to the west
of the Jubal Early Drive/Willow Run Drive (Major Collector Spine
Road) intersection identified as Phase I on the Jubal Early Drive
Construction Phase Plan prepared by Greenway Engineering dated
Ede N3s0O W UEAw
Greenway Engineering September I, 2005 7
Revised November 4, 2005
September 1, 2005 under Transportation Enhancements Section E —
Exhibit 2. Phase I of Jubal Early Drive shall include the ultimate road
section, which will be designed and constructed to base pavement and
bonded ensure that the top coat of asphalt is guaranteed. At no time
will any lot within the Willow Run Community be dependent solely
upon Jubal Early Drive for access.
6. In the event that the Winchester City Council will not allow for the
construction of Jubal Early Drive through the 3.68± -acre parcel owned
by the City of Winchester, the Applicants proffer to construct a two -
lane section of Jubal Early Drive as Phase I from the intersection with
Willow Run Drive (Major Collector Spine Road) to a location
appropriate to serve the commercial lay bay. Furthermore, the
Applicants proffer to provide right of way from the terminus of Jubal
Early Drive to the 3.68± -acre parcel owned by the City of Winchester
to allow for the future continuation of Jubal Early Drive by others.
7. The second phase of Jubal Early Drive shall begin at the terminus of
Phase I and continue with a terminus to the west of the intersection
serving the community center building and community swimming pool
identified as Phase II on the Jubal Early Drive Construction Phase Plan
prepared by Greenway Engineering dated September 1, 2005 under
Transportation Enhancements Section E — Exhibit 2. The Applicants
hereby proffer to dedicate a 90 -foot right -of -way and construct a two -
lane section of Jubal Early Drive, which shall be designed and
constructed to base pavement prior to the issuance of the 400
building permit and bonded to ensure that the top coat of asphalt is
guaranteed.
8. The third phase of Jubal Early Drive shall begin at the terminus of
Phase II and continue to a terminus with Merriman's Lane, including
the realignment of Merriman's Lane on the north side of Jubal Early
Drive identified as Phase III on the Jubal Early Drive Construction
Phase Plan prepared by Greenway Engineering dated September 1,
2005 under Transportation Enhancements Section E — Exhibit 2. The
Applicants hereby proffer to dedicate a 90 -foot right -of -way and
construct a two -lane section of Jubal Early Drive, which shall be
designed and constructed to base pavement prior to the issuance of the
700th building permit and bonded to ensure that the top coat of asphalt
is guaranteed. The connection of Jubal Early Drive to Merriman's
Lane will be gated to allow for emergency access only if requested by
the Board of Supervisors.
9. The Applicants hereby proffer to design, bond and construct the
realignment of approximately 1,000 feet of Merriman's Lane to the
north of Jubal Early Drive to create a "T" intersection. The
File #3800WG /EAW
Greenway Engineering September I, 2005 8
Revised November 4, 2005
construction of this realignment shall be completed during the
construction of Phase III of Jubal Early Drive.
10. The Applicants hereby proffer to dedicate the land necessary for the
ultimate design of an urban diamond interchange at the terminus of
Jubal Early Drive along the east side of Route 37 to the Virginia
Department of Transportation ( "VDOT ") as depicted on the Route
37HJubal Early Drive Interchange Right -Of -Way Dedication Exhibit
prepared by Greenway Engineering dated September 1, 2005 and
included as a proffered exhibit with this rezoning application under
Transportation Enhancements Section E — Exhibit 3. The dedicated
land area to construct said interchange shall be provided at no cost to
VDOT within 60 days that the right -of -way is requested in writing by
VDOT.
11. The Applicants hereby proffer to initiate and complete an Interchange
Justification Study ( "IJS ") for the proposed Route 37 interchange at
Jubal Early Drive. The Applicants shall initiate this US within 90 days
of final and non - appealable rezoning approval and submit the IJS to
VDOT within 12 months of final and non - appealable rezoning
approval to determine if a new interchange at this location on Route 37
is warranted.
12. The Applicants hereby proffer to complete the ultimate section of
Jubal Early Drive if a new Route 37 interchange is approved at this
location by the Commonwealth Transportation Board ( "CTB "), or to
complete the ultimate section of Willow Run Drive (Major Collector
Spine Road) to the northern boundary line of tax map parcel 63- ((A))-
1 if a new Route 37 interchange at this location is not approved by the
CTB. In the event that the CTB has not made a decision to approve or
deny the proposed Route 37 interchange at this location by the
issuance of the 700 building permit for the Willow Run Community,
the Applicants proffer to construct the ultimate section of Willow Run
Drive (Major Collector Spine Road) from the intersection with Jubal
Early Drive to the northern boundary line of tax map parcel 63- ((A)) -1
and shall not be obligated to construct the ultimate section of Juba]
Early Drive.
13. The Applicants hereby proffer to provide $1000.00 per residential lot
for the purpose of constructing a northbound on -ramp from Jubal Early
Drive onto Route 37 if the CTB approves a new interchange at this
location. The $1000.00 per residential lot contribution shall be made
payable to Frederick County at the time of building permit issuance for
each residential lot. The $1000.00 per residential lot contribution may
be utilized by Frederick County as a local match for VDOT Revenue
Sharing Funds or other applicable funds to assist with the development
He #3800WG /EAW
Greenway Engineering September 1, 2005 9
Revised November 4, 2005
of the Jubal Early Drive/Route 37 Interchange. In the event that the
CTB does not allow for a new interchange at this location, or has not
made a decision to approve or deny the proposed Route 37 interchange
at this location by the issuance of the 700 building permit for the
Willow Run Community, the Applicants authorize Frederick County
to utilize the $1000.00 per residential lot contribution unconditionally
towards other transportation improvements.
14. The Applicants hereby proffer to enter into a signalization agreement
with VDOT for the cost of traffic signalization at the intersection of
the Route 37 northbound and southbound ramps and Cedar Creek
Grade (Route 622) if warranted by VDOT. Provisions of the
signalization agreement shall be determined by VDOT. The
signalization agreement shall specify the dollar amount required from
the Applicants and the timing of signalization construction once
signalization is warranted by VDOT.
15. If approved by VDOT, the Applicants hereby proffer to design, bond
and construct a center turn lane within the Cedar Creek Grade (Route
622) right -of -way necessary to serve the existing Route 37 northbound
and southbound ramps. The construction of the center turn lane shall
occur concurrently with the installation of traffic signalization at the
intersection of the Route 37 northbound and southbound ramps and
Cedar Creek Grade (Route 622), as described in Section E(13) above.
16. If approved by VDOT, the Applicants hereby proffer to construct a
continuous right turn lane from the intersection of Willow Run Drive
(Major Spine Road) to the existing Route 37 northbound on -ramp as
depicted on the Cedar Creek Grade/Willow Run Drive (Major
Collector Spine Road) Improvements Exhibit prepared by Greenway
Engineering dated September 1, 2005 and included as a proffered
exhibit with this rezoning application under Transportation
Enhancements Section E — Exhibit 4. The continuous right turn lane
from the intersection of Willow Run Drive (Major Collector Spine
Road) to the existing Route 37 northbound on -ramp shall be installed
at the time of construction of the Willow Run Drive (Major Collector
Spine Road) connection to Cedar Creek Grade (Route 622).
17. The Applicants hereby proffer to enter into a signalization agreement
with the Virginia Department of Transportation (VDOT) for the cost
of traffic signalization at the intersection of Willow Run Drive (Major
Collector Spine Road) and Cedar Creek Grade (Route 622).
Provisions of the signalization agreement shall be determined by
VDOT. The signalization agreement shall specify the dollar amount
required from the Applicants and the timing of signalization
construction once signalization is warranted by VDOT.
File #3800 W G/EA W
Greenway Engineering September I, 2005 l0
Revised November 4, 2005
18. The Applicants hereby proffer to construct an additional travel lane on
the north side of Cedar Creek Grade on a portion of the Property
beginning at the terminus in the City of Winchester and continuing to
the intersection of the local street identified as the Minor Spine Road
as depicted on the Cedar Creek Grade /Minor Spine Road
Improvements Exhibit prepared by Greenway Engineering dated
September 1, 2005 and included as a proffered exhibit with this
rezoning application under Transportation Enhancements Section E —
Exhibit 5. The additional travel lane on the north side of Cedar Creek
Grade shall be installed at the time of construction of the Minor Spine
Road connection to Cedar Creek Grade (Route 622). The first phase
of the Minor Spine Road will be designed and constructed to base
pavement prior to the issuance of the first residential building,
exclusive of building permits for model homes, and bonded to ensure
that the top coat of asphalt is guaranteed.
19. The Applicants hereby proffer to develop a 10 -foot wide asphalt
bicycle and pedestrian facility within the dedicated right -of -way along
Jubal Early Drive and the Willow Run Drive (Major Collector Spine
Road) for the purpose of constructing the portion of the Green Circle
bicycle path within the Willow Run Community. The 10 -foot wide
asphalt bicycle and pedestrian facility will be constructed along
Willow Run Drive (Major Collector Spine Road) between the Jubal
Early Drive/Willow Run Drive (Major Collector Spine Road)
intersection and the northern boundary line of tax map parcel 63- ((A))-
1, and along Jubal Early Drive between the eastern commercial land
bay and Merriman's Lane. The construction of the 10 -foot wide
asphalt bicycle and pedestrian facility shall be phased and shall be
constructed concurrently with the phased construction of Jubal Early
Drive and Willow Run Drive (Major Collector Spine Road) as
described within Section E of the proffer statement.
20. Where private alley systems are utilized within the Willow Run
community, the Applicants hereby proffer to design and construct the
private alley systems as one -way travel within a 16 -foot wide
easement having 12 feet of pavement with a two -foot shoulder on each
side of the pavement along the entire alleyway. The cross sectional
dimension of pavement thickness and compacted base thickness will
meet public street pavement standards utilized by the Virginia
Department of Transportation. All private alleys that intersect other
private alleys at 90- degree angles or have turns at 90- degree angles
shall provide for a minimum turning radius of 25 feet. Private alley
intersections with public streets shall provide curb cuts extending two
feet beyond the paved edge of the standard alley width. The
maintenance of all private alley systems shall be the responsibility of
File #3800WG /EAW
Greenway Engineering September 1, 2005 11
Revised November 4, 2005
the Homeowners' Association or sub - association for the Willow Run
community.
F.) Monetary Contributions
1. The Applicants hereby proffer a monetary contribution for each
dwelling unit that is non -age restricted in the amount of $9,078 to
mitigate impacts to capital facilities as identified in the Frederick
County Capital Facilities Fiscal Impact Model — Output Module
prepared by the Frederick County Planning Department on July 21,
2005. This monetary contribution provides for the total fiscal impacts
for non -age restricted dwelling units, as commercial fiscal credit is
only given for the 10,000 square feet of commercial land use that is
guaranteed in proffer B(4). This monetary contribution shall be
provided to Frederick County at the time of building permit issuance
for each non -age restricted dwelling unit.
2. The Applicants hereby proffer a monetary contribution for each age -
restricted dwelling unit in the amount of $500.00 to mitigate impacts
to Fire and Rescue Services as identified in the Frederick County
Capital Facilities Fiscal Impact Model — Output Module prepared by
the Frederick County Planning Department on July 21, 2005. This
monetary contribution shall be provided to Frederick County at the
time of building permit issuance for each age- restricted dwelling unit.
3. The Applicants hereby proffer to contribute a total of $50,000.00 to
further support the Round Hill and Shawnee Volunteer Fire and
Rescue Companies in Frederick County and the City of Winchester,
which will provide first response service to the Willow Run
Community. A payment totaling $25,000.00 shall be made to each
Volunteer Fire and Rescue Company at the time of building permit
issuance for the first residential dwelling unit. Evidence of these
payments shall be provided to the Frederick County Planning
Department as a condition of building permit approval.
4. The monetary contributions identified in the Frederick County Capital
Facilities Fiscal Impact Model — Output Module prepared by the
Frederick County Planning Department on July 21, 2005 shall be
limited to that amount for all building permits issued for the initial 30
months following approval of the Master Development Plan. All
monetary contributions paid after the 30 -month timetable shall be
adjusted every 24 months in accordance with the Urban Consumer
Price Index ( "CPI -U ") published by the United States Department of
Labor, subject to a cap of 4% per year, non- compounded.
File #3800 WGIEA W
Greenway Engineering September I, 2005 12
Revised November 4, 2005
G.) Community Recreation
1. The Applicants hereby proffer to construct a community center
building that is a minimum of 4,000 square feet in floor area,
community swimming pools and bathhouse with a minimum combined
water surface of 3,500 square feet, which shall count towards the
active recreational amenity requirement for the Willow Run
Community. The community center building and community
swimming pools and bathhouse shall be constructed and available for
use by residents of the Willow Run Community prior to the issuance
of the 400 building permit. The maintenance of the community
center building and the community swimming pool shall be the
responsibility of the Homeowners' Association or sub - association for
the Willow Run Community.
2. The Applicants hereby proffer to design and construct a public
extension of the Green Circle pedestrian and bicycle facility that
connects to the developed portion within the City of Winchester that
will be located along the north side of Jubal Early Drive and within the
right -of -way throughout the limits of the Property, and within the road
right -of -way from the south side of Jubal Early Drive along the north-
south major collector road as identified on the Generalized
Development Plan. This public pedestrian and bicycle facility shall be
10 feet in width and have an asphalt surface, and shall count towards
the active recreational amenity requirement for the Willow Run
Community.
3. The Applicants hereby proffer to design and construct an internal
pedestrian trail system, which shall count towards the active
recreational amenity requirement for the Willow Run Community.
This internal pedestrian trail system shall be five feet in width and
have an asphalt surface. The internal pedestrian trail system shall be
private and shall be owned and maintained by the Homeowners'
Association or sub - association for the Willow Run Community.
4. The Applicants hereby proffer to provide for active recreational use
within the area identified on the proffered Generalized Development
Plan as the Major Karst Feature. The active recreational use will be
identified on the Master Development Plan for the Willow Run
Community.
File #3300 WG /EA W
Greenway Engineering September I, 2005 13
Revised November 4, 2005
H.) Community Curbside Trash Collection
1. The Applicants hereby proffer to provide commercial trash pickup and
waste removal service to all residential land uses and the community
center within the Willow Run community. The commercial trash
pickup and waste removal service shall be established by deed
covenant and shall be assigned to the Willow Run Homeowners
Association ( "HOA ") or sub - association at such time as identified in
the legal documents setting forth the guidelines for the Willow Run
HOA. The commercial trash pickup and waste removal service shall
remain in effect and be the responsibility of the Willow Run HOA
until such a time that this service is provided by Frederick County or
other municipal providers.
I.) Creation of Homeowners Association
1. A Homeowners Association (HOA) or sub- associations shall be
created by the Applicants in conformity with the Virginia Property
Owners' Association Act (Title 55, Chapter 26 of the Code of
Virginia, 1950, as amended). The HOA shall have title to and/or
responsibility for:
a. All common areas including, but not limited to, buffer areas,
internal pedestrian trail systems and stormwater management
facilities not otherwise dedicated to public use or maintained
by commercial entities.
b. Maintenance of private streets and alleyways.
C. Residential curbside trash collection.
2. The Applicants hereby proffer to incorporate into the Declaration
creating the Willow Run Community provisions creating an
Architectural Review Board ( "ARB "). The purpose of the ARB will
be to review and approve all exterior additions and alterations to the
existing dwelling units within the Willow Run Community to ensure
that all design guidelines are met, together with all such other duties
and responsibilities as may be imposed by the Declaration.
3. The Applicants hereby proffer to incorporate into the Declaration
creating the Willow Run Community provisions creating an
assessment to be collected at the time of the initial transfer of title to
any residential lot in the Willow Run Community (whether to a builder
Fde n3s00wGrenw
Greenway Engineering September I, 2005 14
Revised November 4, 2005
or otherwise) as well as at the time of any subsequent transfer of title.
Such sums shall be paid to the association or sub - association, as
appropriate, for use in the maintenance and upkeep of the common
areas, as determined by the Board of Directors of the association.
J.) Environmental
1. The Applicants hereby proffer to identify and delineate a
developmentally sensitive area ( "DSA ") boundary on the Generalized
Development Plan. The DSA will identify the location of wetland
areas. Information regarding potential impacts within the DSA and
methods for mitigation will be incorporated as a component of the
Master Development Plan for the Willow Run Community.
2. The Applicants hereby proffer to conduct a geotechnical analysis on
all residential lots that are platted within 100 feet of the major karst
feature identified on the Generalized Development Plan, prior to the
issuance of building permits of such lots.
3. The Applicants hereby proffer to provide a resource protection area
( "RPA ") buffer of 50 feet adjacent to the DSA boundary. No portion
of any residential lot will be platted within the DSA. Additionally,
commercial development within the eastern commercial parcel (2.465
acres) shall not occur within the DSA. The only disturbance that will
be permitted within the DSA or the RPA will be for road crossing,
utility crossing and pedestrian and bicycle facility crossing.
4. The Applicants hereby proffer to develop a landscaping plan as an
enhancement for the wetland areas located on the south side of Jubal
Early Drive and provide for the planting of all elements of the plan
subsequent to wetlands disturbance. The landscaping plan shall
include trees and shrubs that are recommended for wetland areas by
the Corps of Engineers and trees and shrubs that are recommended for
riparian areas by the Virginia Department of Forestry. The Applicants
will establish language within the Homeowners Association
documents, which provides for the maintenance of the landscaping
described above and allows the Shenandoah University Environmental
Studies Department access to this area for the purpose of studying and
monitoring this wetland enhancement project as an outdoor land lab
educational opportunity.
File #3800WG /EAW
Greenway Engineering September I, 2005 15
Revised November 4, 2005
5. The Applicants hereby proffer that all commercial site plans and the
community center site plan submitted to Frederick County will be
designed to implement Low Impact Development ( "LID ") and/or Best
Management Practices (`BMW ") to promote stormwater quality
measures. A statement will be provided on each commercial site plan
and on the community center site plan identifying the party or parties
responsible for maintaining these BMP facilities as a condition of site
plan approval.
File #7800 WG /EA W
Greelmay Engineering September 1, 2005 15
Revised October 27, 2005
K.) Signatures
The conditions proffered above shall be binding upon the assigns and successors in
the interest of' the Applicants who constitute the owners of the Property. In the event
the Frederick County Board of Supervisors grants this rezoning and accepts the
proffered conditions set forth in this proffer statement, the foregoing proffered
conditions shall apply to the Property rezoned in addition to other requirements set
forth in the Ordinance.
Respectfully Submitted:
illow Grove L.C. Date
Commonwealth of Virginia,
City /County of � To Wit:
The foregoing instrument was acknowledged before me this _744 day of NzU mf r
20 05 by One V-\ ]L� N
~m
Notary Public G� Yyk LJ-(,V
My Commission F'xpires N( rc" s `=T g
1
Pile ft3800WG /EAW
0 0
Greemeey rngineernig September I, 2005 16
Revised October 27 -2005
K.) Signatures
The conditions proffered above shall be binding upon the assigns and successors in
the interest oh the Applicants who constitute the owners of the Property. In the event
the Frederick County Board of Supervisors grants this rezoning and accepts the
proffered conditions set forth in this proffer statement, the foregoing proffered
conditions shall apply to the Property rezoned in addition to other requirements set
forth in the Ordinance.
740 LLC D
Commonwealth of Virginia,
City /Countyof Tr'CAertc To Wit:
{-h
The foregoing instrument was acknowledged before me this 4 day of N cve mbu
20 05 by
Notary Public
My Commission Expires _�6 BOO ES
Pile #3800WG /EAW
0
Greene Fim mccrin-
K.) Signatures
September I, 2005
Revised October 27, 2005
17
The conditions proffered above shall be binding upon the assigns and successors in
the interest of the Applicants who constitute the owners of the Property. In the event
the Frederick County Board of Supervisors grants this rezoning and accepts the
proffered conditions set forth in this proffer statement, the foregoing proffered
conditions shall apply to the Property rezoned in addition to other requirements set
forth in the Ordinance.
�y
0 LLC Date
Commonwealth of Virginia,
City /County of FreAe -ftC ), To Wit
The foregoing instrument was acknowledged before me this day of �pyLl�
20 05 by f Vie \ D. ��
Notary Public
My Commission Expires pJemher '�;o 20
0
File 83800WG /LAW
Grccmeuy rn- ineerimg September I, 2005 18
Revised October 27. 2005
K.) Signatures
The conditions proffered above shall be binding upon the assigns and successors in
the interest of the Applicants who constitute the owners of the Property. in the event
the Frederick County Board of Supervisors grants this rezoning and accepts the
proffered conditions set forth in this proffer statement, the foregoing proffered
conditions shall apply to the Property rezoned in addition to other requirements set
forth in the Ordinance.
By:
Miller Ad S y at Willow Run L.L.C. Date
Commonwealth of Virginia,
Citv / County of �4 i I G Z( To Wit:
The foregoing instrument was acknowledged before me this Wd day of U 4
207 by
J r,
Notary Public
My Commission Expires 5 3 a O
Pik it3S00 WG /FAW
Greemrav Engineering Septcmher 1, 2005 19
Revised October27, 2005
K.) SIQnatures
The conditions proffered above shall be binding upon the assigns and successors in
the interest of the Applicants who constitute the owners of the Property. In the event
the Frederick County Board of Supervisors grants this rezoning and accepts the
proffered conditions set forth in this proffer statement, the foregoing proffered
conditions shall apply to the Property rezoned in addition to other requirements set
forth in the Ordinance.
l _
B
Greystone Properties LLC Date
Commonwealth of Virginia,
City /County of T� I CAS To Wit:
The foregoing instrument was acknowledged before me this _ day of
20 a5 by - F) ,
Notary Public
My Commission Expires
I OUTPUT MODULE
APPLICANT_ Adams Rez.um,
LAND USE TYPE Haevy Commer
REAL EST VAL $100,723,000
FIRE & RESCUE 9
I Fire and Rescue Department
I Elementary Schools
I Middle Schools
I High Schools
I Parks and Recreation
I Public Library
Sheriffs Offices
Administration Building
Other Miscellaneous Facilities
I
SUBTOTAL
LESS: NET FISCAL IMPACT
NET CAP. FACILITIES IMPACT
I
I
I
I METHODOLOGY 1.
2
I
3.
4.
INDEX. h.0 If Cap, Equip Included 1.0
INDEX: "1.0" if Rev -Cost Bal, "0.0" if Ratio to Co Avg: 0.0
PLANNING DEPT PREFERENCE 1.0 1.0
Rev -Cost Bal = 0.538
Ratio to Cc Avg - 0.722
Capital facilities requirements are input to the first column as calculated in the model_
Net Fiscal Impact NPV from operations calculations is input in row total of second column
( zero if negative) ; included are the one -time taxes /fees for one year only at full value_
NPV of future oper cap equip taxes paid in third column as calculated in fiscal impacts.
NPV of future capital expenditure taxes paid in fourth col as calculated in fiscal impacts.
NPV of future taxes paid to bring current county up to standard for new facilities, as
calculated for each new facility.
6. Columns three through five are added as potential credits against the calculated capital
facilities requirements. These are adjusted for percent of costs covered by the revenues
from the project ( actual, or as ratio to avg for all residential development)
NOTE: Proffer calculations do not include include interest because they are cash payments up front. Credits do include interest if the projects are debt financed.
---- -- -------- -------------- - -- - --------------- - ------- -- - - -- - -------------- ------ --- ------------------ -- - - ------- ----- -- -- - ------ -- -
NOTES: Model Run Date 11/4405 EAW
Project Description: Willow Run Rezoning: Assumes 10,000 sett office; 658 SEE) and 192 SFA on 347 acres zoned RP & 12 acres zoned B2.
I
Due to changing conditions associated with development in the County, the results of this
Output Module may not be valid beyond a period of 90 days from the model run date.
2002MODEL
- ----- -------------- ------- - ------------ - - ------ ------ - - - - - -- - ---- --- - - -- ----- ....----- - - - - - -- ------ - -- --------------- - - --- ------------------ - - - ----------------------- --- - - - - -- - - ---------
0 (\
\11
•
4
Net Fiscal Impact
Costs of
Impact Credit.
Credits to be Taken for Future Taxes
Paid f NPVI
Total Potential
Adjustment For
Required
( entered in
Cur_ Budget
Cur. Budget Cap_
Future OIP/
Tax Credits
Revenue-
Net Capital
Net Cost Per
Capital Faciltiies
col sum only)
Oper Cap E quip
Expend /Debt S.
Taxes. Other
f Unadiusted)
Cost Balance
Facilities Imp
Dwelling Unit
$368,967
50
$0
$368,967
5434
$3,475,664
- - --
$2,074,694
$565,534
$2,745,314
$3,310,847
$2,389,175
56,053,527
57,122
$2,892,345
- - --
$1,244,382
5280,442
5280,442
$202,373
51042,009
$1,226
$216,334
$64503
560,503
$43,660
$172,674
$203
$128,036
$110,620
SO
$26,150
$136,770
598,696
$29,340
$35
$164,313
80
50
$0
$164,313
$193
$209,627
$213,451
$235,663
$449,114
$324,090
$0
$0
$10,774,361
$889,604
$2,980,977
5367,096
$4,237,677
83057,995
$7,716,366
$9,078 I
SO
50
$0
$7.716,366
$9,078
I
INDEX. h.0 If Cap, Equip Included 1.0
INDEX: "1.0" if Rev -Cost Bal, "0.0" if Ratio to Co Avg: 0.0
PLANNING DEPT PREFERENCE 1.0 1.0
Rev -Cost Bal = 0.538
Ratio to Cc Avg - 0.722
Capital facilities requirements are input to the first column as calculated in the model_
Net Fiscal Impact NPV from operations calculations is input in row total of second column
( zero if negative) ; included are the one -time taxes /fees for one year only at full value_
NPV of future oper cap equip taxes paid in third column as calculated in fiscal impacts.
NPV of future capital expenditure taxes paid in fourth col as calculated in fiscal impacts.
NPV of future taxes paid to bring current county up to standard for new facilities, as
calculated for each new facility.
6. Columns three through five are added as potential credits against the calculated capital
facilities requirements. These are adjusted for percent of costs covered by the revenues
from the project ( actual, or as ratio to avg for all residential development)
NOTE: Proffer calculations do not include include interest because they are cash payments up front. Credits do include interest if the projects are debt financed.
---- -- -------- -------------- - -- - --------------- - ------- -- - - -- - -------------- ------ --- ------------------ -- - - ------- ----- -- -- - ------ -- -
NOTES: Model Run Date 11/4405 EAW
Project Description: Willow Run Rezoning: Assumes 10,000 sett office; 658 SEE) and 192 SFA on 347 acres zoned RP & 12 acres zoned B2.
I
Due to changing conditions associated with development in the County, the results of this
Output Module may not be valid beyond a period of 90 days from the model run date.
2002MODEL
- ----- -------------- ------- - ------------ - - ------ ------ - - - - - -- - ---- --- - - -- ----- ....----- - - - - - -- ------ - -- --------------- - - --- ------------------ - - - ----------------------- --- - - - - -- - - ---------
0 (\
\11
•
4
I OUTPUT MODULE
I APPLICANT: Willow Run
I LAND USE TYPE Residential /Cc
I REAL EST VAL �1
I FIRE & RESCUE = 9
I
I Fire and Rescue Department
I Elementary Schools
I Middle Schools
I High Schools
I Parks and Recreation
I Public Library
I Sheriffs Offices
I Administration Building
I Other Miscellaneous Facilities
SUBTOTAL
LESS: NET FISCAL IMPACT
NET CAP. FACILITIES IMPACT
Net Fiscal Impact
Costs of Impact Credit:
Required (entered in
Capital Facilites col sum only)
$402,264
$3,475,664
$2,074,694
$2,892,345
$1,244,382
$216,334
$128,036
$164,313
$209,627
$10,807,658
$0
Credits to be Taken for Future Taxes Paid (NPV)
Total Potential
Adjustment For
INDEX: "1.0" if Rev - Cost Bal, "0.0" if Ratio to Co Avg: 0.0
I
Cur. Budget
Cur. Budget Cap.
Future GIP/
Tax Credits
Revenue-
Net Capital
Net Cost Per
Oper Cap Equip
Expend/Debt S.
Taxes. Other
(Unadjusted)
Cost Balance
Facilities Impact
Dwelling Unit
calculated for each new facility.
I 6.
Columns three through five are added as potential credits against the calculated capital
$0
$0
$402,264
$473
$565,534
$2,745,314
$3,310,847
$3,310,847
$5,131,856
$6,037
$280,442
$280,442
$280,442
$963,940
$1,134
$60,503
$60,503
$60,503
$155,831
$183
$115,839
$0
$26,150
$141,989
$141,989
$0
$0
$0
$0
$0
$164,313
$193
$225,965
$249,480
$475,445
$475,445
$0
$0
$907,338
$2,994,793
$367,096
$4,269,227
$4,269,227
$6,538,431
$7,692
$0
$0
�
0
$6,538,431
$7,692
I
INDEX: "1.0" If Cap, Equip Included 1.0
I
INDEX: "1.0" if Rev - Cost Bal, "0.0" if Ratio to Co Avg: 0.0
I
PLANNING DEPT PREFERENCES 1.0 1.0
-- --- --- --- -------- - - - - -- --- --
I METHODOLOGY: 1.
---------- - - - -- ----- --------- -- ----------- - - -- --- --- ------------ - - - - -- -- ------
Capital facilities requirements are Input to the first column as calculated in the model.
I 2.
Net Fiscal Impact NPV from operations calculations is input in row total of second column
I
(zero if negative): included are the one -time taxes /fees for one year only at full value.
I 3.
NPV of future oper cap equip taxes paid In third column as calculated in fiscal Impacts.
I 4.
NPV of future capital expenditure taxes paid in fourth cal as calculated in fiscal impacts.
I 5.
NPV of future taxes paid to bring current county up to standard for new facilities, as
I
calculated for each new facility.
I 6.
Columns three through five are added as potential credits against the calculated capital
facilities requirements. These are adjusted for percent of costs covered by the revenues
from the project (actual, or as ratio to avg. for all residential development).
Rev -Cost Bal = 0.821
Ratio to Co Avg 1.101
I NOTE: Proffer calculations do not Include include interest because they are cash payments up front. Credits do include interest if the projects are debt financed.
NOTES: Model Run Date 07/21/05 SKE
Project Description: Assumes 658 single family detached houses, 192 single family attached houses, 50,000 sq fl office, 50,000 sq it retail & 10,000 sq it restaurant on 360 acres.
I Due to changing conditions associated with development in the County, the results of this
I Output Module may not be valid beyond a period of 90 days from the model run date..
I
n A
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I OUTPUT MODULE
I APPLICANT: Adams Rezoning Net Fiscal Impact
I LAND USE TYPE Haevy Commer
Costs of Impact Credit: Credits to be Taken for Future Taxes Paid ( NPV7
Total Potential
Adjustment For
I REAL EST VAL $100,373,884
Required ( entered in Cur. Budget Cur. Budget Cap. Future CIP/
Tax Credits
Revenue-
Net Capital
Net Cost Per
I FIRE & RESCUE 9
Capital Facitliies col sum only) Oder Cap Equip Expend /Debt S. Taxes. Other
f Unadjusted)
Cost Balance
Facilities Imp
Dwelling Unit
I
I Fire and Rescue Department
$368,967
$0
$0
5368,967
$434
1 Elementary Schools
$3,475,664
I Middle Schools
$2,074,694 $565,534 $2,745,314
$3,310,847
$2471,963
$5,970,740
$7,024
High Schools
$2,892,345
- - --
- - --
Parks and Recreation
Si $280.442
$280,442
5209,385
51 034,997
$1,218
1 Public Library
$216,334 $60,503
560,503
$45,173
$171,161
$201
1 Sheriffs Offices
$128,036 $110,386 s0 $26,150
$136,536
$101,941
$26,094
$31
1 Administration Building
$164,313 s0
$0
so
$164,313
$193
1 Other Miscellaneous Facilities
$209,627 $212,891 $235,045
$447,935
$334.440
$0
s0
I
SUBTOTAL
$10,774,361 $888,810 $2,980,358 $367,096
$4,236,264
$3,162,903
$7,611458
$8,955
1 LESS: NET FISCAL IMPACT
$0
$0
$0
NET CAP. FACILITIES IMPACT
I
1
$7,611.458 1
58,955
1
INDEX: "1.0" It Cap. Equip Included 1.0
1
INDEX: "1.0" if Rev -Cost Bal, "0.0" if Ratio to Cc Avg: 0.0
Rev -Cost Bal =
0.557
PLANNING DEPT PREFERENCE 1.0 LO
Ratio to Cc Avg =
0.747
----------------------- --------------------
I METHODOLOGY 1.
______ _ ._.__. _ -------------------- .---------------------- - ---------------------- _ ----------------------
Capital facilities requirements are input to the first column as calculated in the model.
-----------------------
---------------------- . ----------------------
2.
Net Fiscal Impact NPV from operations calculations is input in row total of second column
1
( zero if negative) : included are the one -time taxes /fees for one year only at full value.
1 3.
NPV of future oper cap equip taxes paid in third column as calculated in fiscal impacts.
1 4.
NPV of future capital expenditure taxes paid in fourth col as calculated in fiscal impacts.
1 5.
NPV of future taxes paid to bring current county up to standard for new facilities, as
1
calculated for each new facility.
6.
Columns three through five are added as potential credits against the calculated capital
facilities requirements. These are adjusted for percent of costs covered by the revenues
from the project ( actual, or as ratio to avg. for all residential development)
I NOTE: Proffer calculations do not include include interest because they are cash payments upfront. Credits do include interest if the projects are debt financed.
1 ____________________ -------------------- _-------------------- ----------------------- ---------------------- . ------------- --------
NOTES: Model Run Date 1114105 EAW
I Project Description'. Willow Run Rezoning: Assumes 10,000 sqft retail; 658 SFD and 192 SFA on 347 acres zoned RP & 12 acres zoned B2.
I
I
I Due to changing conditions associated with development in the County, the results of this
I Output Module may not be valid beyond a period of 90 days from the model run date.
I 2002MODEL
0 J
9
•