Citrus County IF - PDRB 101606 rpw - Full presentation · 16-10-2006 · PDRB Meeting...
Transcript of Citrus County IF - PDRB 101606 rpw - Full presentation · 16-10-2006 · PDRB Meeting...
11Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
1
October 16, 2006October 16, 2006
Tindale-Oliver & Associates, Inc.
Citrus County Impact Fee Update Study
PDRB Meeting
Presentation OverviewPresentation Overview
Impact Fee Comparison
Comparison of Revenue Sources
Phasing
1
2
3
5 Review of Sorenson Study
4 Ordinance
6 Decision Points
22Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Impact Fee Comparison
1
Transportation Impact Fee ComparisonSingle Family Home Land Use
$897$1,046
$2,090$2,189
$2,424$2,793
$3,612$3,627$3,708
$3,928$5,080$5,143$5,202
$9,705 $13,002
$0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,000
Sumter (2004)*Levy (2005)
Santa Rosa (2005)Lake (2001)*
Bay (2005)Martin (2005)*
Citrus (Adopted) (2005)Hernando (2005)St. Johns (2004)
Pasco (Adopted) (2004)Charlotte (2005)
Marion (2006)*Indian River (2004)*
Citrus (Proposed) Pasco (Proposed)
Transportation - SFR ComparisonTransportation - SFR Comparison
Citrus Adopted
Citrus Proposed
Black = Citrus County
Pink = Fee Being Updated
Blue = Current Fee* = Fee in the process of being updated
33Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
School Impact Fee ComparisonSingle Family Home Land Use
$1,756
$1,917
$3,771
$4,266
$4,356
$4,555
$5,134
$7,055
$0 $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 $7,000 $8,000
Indian River (2005)*
Citrus (Adopted) (2005)
St. Johns (2005)
Hernando (2005)
Pasco (2005)
Martin (2006)*
Citrus (Proposed) (2006)
Lake (2004)
School - SFR ComparisonSchool - SFR Comparison
Note: Bay, Charlotte, Levy, Marion, Santa Rosa, and Sumter Counties do not currently charge school impact fees.
Citrus Proposed
Citrus Adopted
Black = Citrus County
Blue = Current Fee
* = Fee in process of being updated
Note: Bay, Lake, Levy, Marion, Pasco, Santa Rosa, and Sumter Counties do not currently charge public buildings impact fees.
Public Buildings Impact Fee ComparisonSingle Family Home Land Use
$206
$237
$362
$378
$436
$460
$933
$0 $100 $200 $300 $400 $500 $600 $700 $800 $900 $1,000
Indian River (2005)*
Citrus (Adopted) (2005)
Hernando (2005
St. Johns (2004)
Martin* (2005)*
Charlotte (2005)
Citrus (Proposed)
Public Buildings - SFR ComparisonPublic Buildings - SFR Comparison
Citrus Adopted
Citrus Proposed
Black = Citrus County
Blue = Current Fee* = Fee in the process of being updated
44Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
All Other Fees Comparison (excluding TIF, Schools, and Public Bldgs)Single Family Home Land Use
$203
$252
$397
$741
$898
$983
$1,201
$1,442
$1,457
$1,752
$2,320
$2,469
$3,591
$0 $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 $4,000
Levy
Marion
Sumter
Lake*
Citrus (Adopted)
Hernando
Bay
St. Johns
Pasco
Citrus (Proposed)
Charlotte
Indian River*
Martin*
FireEMSLaw EnforcementParks & RecreationLibrary
All Other Fees - SFR ComparisonAll Other Fees - SFR Comparison
Citrus Proposed
Citrus Adopted
* = Fee in the process of being updated
Total- All Fees ComparisonSingle Family Home Land Use
$1,249
$1,294
$2,090
$3,625
$5,395
$6,665
$7,860
$9,238$9,299
$9,633
$9,741
$9,985
$11,375 $17,524
$18,815
$0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,000 $16,000 $18,000 $20,000
LevySumter*
Santa RosaBay
Marion*Citrus (Adopted)
CharlotteHernandoSt. Johns
Indian River*Pasco (Adopted)
Lake*Martin*
Citrus (Proposed)Pasco (Proposed)
FireEMSLaw EnforcementParks & RecreationLibraryPublic BuildingsSchoolTransportation
All Fees- Single Family Fee ComparisonAll Fees- Single Family Fee Comparison
Citrus Adopted
Citrus Proposed
* = Fee in the process of being updated
55Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Comparison of
Revenue Sources
2
Comparison of Revenue SourcesComparison of Revenue Sources
21¢7¢7.7675Sumter
6N/A6¢4.9300St. Johns
1N/A6¢6.6175Santa Rosa
61¢7¢6.6810Pasco
71¢12¢5.2200Martin
21¢7¢4.8700Marion
31¢6¢8.9230Levy
51¢7¢5.7970Lake
71¢6¢3.1914Indian River
8N/A9¢7.8106Hernando
61¢12¢4.8409Charlotte
40.5¢7¢5.6620Bay
8N/A12¢8.1450Citrus
Impact Fee
Program Areas
Local Government
Infrastructure Sales Tax
Local Option Gas Tax
(Max 12¢) ¢/Gallon
County General Fund Millage RateCounty
66Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Revenue Comparison- SchoolsRevenue Comparison- Schools
N/A2.00Sumter
N/A2.00St. Johns
0.5¢1.40Santa Rosa
N/A1.50Pasco
N/A2.00Martin
0.5¢Proposed2.00Marion
N/A2.00Levy
N/A2.00Lake
N/A2.00Indian River
0.5¢2.00Hernando
N/A2.00Charlotte
0.5¢2.00Bay
N/A2.0 (will be reduced to 1.8)Citrus
School Capital Outlay Surtax
(0.5¢ Sales Tax)
School Impact
Fee
School District Capital Millage Rate
(Max of 2- mils)County
Phasing
3
77Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Total Fees- PhasedTotal Fees- Phased
$6,625
$56,294
$130,477
$14,003
$14,543
$17,524
100%
$5,963
$50,664
$117,430
$12,603
$13,089
$15,772
90%80%70%60%50%
$4,638
$39,406
$91,334
$9,802
$10,180
$12,267
$3,975
$33,776
$78,286
$8,402
$8,726
$10,515
$3,313
$28,147
$65,239
$7,001
$7,272
$8,762
$5,300$2,7351,000 sf
General LightIndustrial/Industrial Park
$45,035$23,7131,000 sfBank/SavingsDrive-In
$104,382$44,6081,000 sfFast-Foodw/Drive-Thru
$11,202$6,0811,000 sfRetail(100,000 sf)
$11,635$6,6801,000 sfOffice(50,000 sf)
$14,020$6,665DUSingle Family (2,000 sf)
Total Proposed Fees @Total Current Impact
Fees Unit Land Use
Transportation Impact Fee- PhasedTransportation Impact Fee- Phased
$5,818
$53,599
$120,234
$11,342
$12,645
$9,705
100%
$5,236
$48,239
$108,210
$10,208
$11,380
$8,735
90%80%70%60%50%
$4,073
$37,520
$84,164
$7,940
$8,851.
$6,794
$3,491
$32,160
$72,140
$6,805
$7,5874
$5,823
$2,909
$26,800
$60,117
$5,671
$6,322
$4,853
$4,655$2,0701,000 sf
General LightIndustrial/Industrial
Park
$42,880$22,1891,000 sfBank/SavingsDrive-In
$96,187$41,1561,000 sfFast-Foodw/Drive-Thru
$9,074$4,7861,000 sfRetail(100,000 sf)
$10,116$4,7001,000 sfOffice(50,000 sf)
$7,764$3,612DUSingle Family (2,000 sf)
Proposed Transportation Fees @Current Impact
FeeUnit Land Use
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PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
School Impact Fee- PhasedSchool Impact Fee- Phased
$7,067
$6,785
$5,134
100%
$6,361
$6,106.48
$4,621
90%80%70%60%50%
$4,947
$4,749
$3,594
$4,240
$4,071
$3,081
$5,654$3,534$2,2001,000 sfMobile Home
$5,428$3,392$1,6341,000 sfMulti Family
$4,108$2,567$1,917DUSingle Family (2,000 sf)
Proposed School Fees @
Current Impact
FeeUnit Land Use
Public Bldgs Impact Fee- PhasedPublic Bldgs Impact Fee- Phased
$177
$590
$2,242
$58
$416
$373
40%
$442
$1,474
$5,605
$1,456
$1,039
$933
100%
$398
$1,327
$5,045
$1,310
$935
$840
90%80%70%60%50%30%
$309
$1,032
$3,924
$1,019
$727
$653
$265
$885
$3,363
$873
$623
$560
$221
$737
$2,803
$728
$519
$467
$353$133$3101,000 sf
General LightIndustrial/Industrial Park
$1,180$442$7491,000 sfBank/SavingsDrive-In
$4,484$1,682$2,6771,000 sfFast-Foodw/Drive-Thru
$1,165$437$7961,000 sfRetail(100,000 sf)
$831$312$6141,000 sfOffice(50,000 sf)
$747$280$237DUSingle Family (2,000 sf)
Proposed Public Buildings Fees @
Current Impact
FeeUnit Land Use
99Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Parks Impact Fee- PhasedParks Impact Fee- Phased
100%90%80%70%
$594
$473
$723
$535
$426
$651
$476
$378
$578
$416$3741,000 sfMobile Home
$331$3601,000 sfMulti Family
$506$435DUSingle Family (2,000 sf)
Proposed Parks Fees @
Current Impact
FeeUnit Land Use
Fire Impact Fee- PhasedFire Impact Fee- Phased
$205
$685
$2,603
$676
$482
$433
100%
$185
$616
$2,343
$608
$434
$390
90%80%70%60%50%40%
$144
$479
$1,822
$473
$338
$303
$123
$411
$1,562
$406
$289
$260
$103
$342
$1,301
$338
$241
$217
$164$82$1811,000 sf
General LightIndustrial/Industrial Park
$548$274$3951,000 sfBank/SavingsDrive-In
$2,082$1,041$3951,000 sfFast-Foodw/Drive-Thru
$541$270$4371,000 sfRetail(100,000 sf)
$386$193$2821,000 sfOffice(50,000 sf)
$347$173$156DUSingle Family (2,000 sf)
Proposed Fire Fees @
Current Impact
FeeUnit Land Use
1010Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
EMS Impact Fee- PhasedEMS Impact Fee- Phased
$12
$40
$153
$40
$28
$26
40%
$30
$101
$383
$99
$71
$64
100%
$27
$91
$345
$90
$64
$57
90%80%70%60%50%30%
$21
$71
$268
$70
$50
$45
$18
$60
$230
$60
$43
$38
$15
$50
$191
$50
$35
$32
$24$9$181,000 sf
General LightIndustrial/Industrial Park
$81$30$381,000 sfBank/SavingsDrive-In
$306$115$381,000 sfFast-Foodw/Drive-Thru
$80$30$431,000 sfRetail(100,000 sf)
$57$21$271,000 sfOffice(50,000 sf)
$51$19$15DUSingle Family (2,000 sf)
Proposed EMS Fees @
Current Impact
FeeUnit Land Use
Law Impact Fee- PhasedLaw Impact Fee- Phased
$130
$435
$1,653
$429
$306
$275
100%
$117
$391.28
$1,487.51
$386.33
$275.71
$247
90%80%70%60%
$91
$304
$1,157
$300
$214
$192
$78
$261
$992
$258
$184
$165
$104$1561,000 sf
General LightIndustrial/Industrial Park
$348$3421,000 sfBank/SavingsDrive-In
$1,322$3421,000 sfFast-Foodw/Drive-Thru
$343$3791,000 sfRetail(100,000 sf)
$245$2441,000 sfOffice(50,000 sf)
$220$135DUSingle Family (2,000 sf)
Proposed Law Enforcement Fees @
Current Impact
FeeUnit Land Use
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PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Library Impact Fee- PhasedLibrary Impact Fee- Phased
$222
$177
$256
100%
$200
$159
$232
90%80%70%
$178$156$1541,000 sfMobile Home
$142$124$1201,000 sfMulti Family
$206$180$157DUSingle Family (2,000 sf)
Proposed Library Fees @
Current Impact
FeeUnit Land Use
Ordinance
4
1212Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Impact Fee OrdinanceImpact Fee Ordinance
• Added Language on Grace Period
– Length of period to be determined
• Open Discussion of Ordinance
Following Presentation
Review of Sorenson
Study
5
1313Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
TOA Florida Impact Fee ExperienceTOA Florida Impact Fee Experience
Over 120 StudiesOver 120 Studies
CREDIBILITY
Impact Fee Experience
Number in parentheses is number of repeat work efforts for the same client
TOA Impact Fee ExperienceTOA Impact Fee Experience
• Conducted Over 120 Impact Fee
Studies
• No TOA Study Has Ever Been
Successfully Challenged
1414Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Review of Sorenson StudyReview of Sorenson Study
• Did Not Receive CCBA Report in
the Timeframe Promised
• TOA Used Most Current Data
Available at Time of Study
• TOA Stands by Original Report
Review of Sorenson StudyReview of Sorenson Study
• Payment of Impact Fees
– Not typically paid “out of pocket”
– Included in the total cost of home
– Amortized over the life of the
mortgage
1515Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Review of Sorenson StudyReview of Sorenson Study
• Transportation
– Costs of single family (1,501 to 2,499)
• Previous TOA Study data 3-4 years old
• Proposes 13% increase in the total fee
• True cost increases not represented
– Charging for non-capacity improvements
• Charge for the cost of adding capacity to
make the road functional
Review of Sorenson StudyReview of Sorenson Study
• Transportation
– Exclusion of State roads is not correct
• County has funded State costs
– Use of 1995 NPTS Study not relevant
• TOA trip length based on local data
1616Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Review of Sorenson StudyReview of Sorenson Study
• Transportation
– Every 10 lane miles of road
construction would be under-funded by
$17.9 million
– 5 Year County CIP revenue shortfall is
$42.1 million
Review of Sorenson StudyReview of Sorenson Study
• Schools
– TOA data based on numerous detailed
conversations with School District
staff
1717Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Review of Sorenson StudyReview of Sorenson Study
• Schools
– TOA prototype LOS is lower than
existing LOS
– Capacity per student is incorrect
• Based on COFTE students, not student
stations
Review of Sorenson StudyReview of Sorenson Study
• Schools
– Costs calculations are incorrect
• Combines costs based on net and gross
square footage
• Mixes gross and net cost per square foot
1818Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Review of Sorenson StudyReview of Sorenson Study
• Schools
– Vacant land (TOA 2005 data)
– Capital Investment Tax
• Not documented
• Percentage is incorrect
– Every 100 new student stations would
be under-funded by $1.8 million
Review of Sorenson StudyReview of Sorenson Study
• Issues with Methodology– Adjustment to inventory but not credit
calculation
– Indexed costs vs. real cost estimates
• No Back Up Detail Provided– Lack of data sources, explanation
1919Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
DecisionPoints
Enclosedby dotted
boxes
Decision PointsDecision Points
5
Decision PointsDecision Points
• Effective Date
• Grace Period
• Phasing
• Indexing
• Collection of Fees Over Time
• Affordable Housing Trust Fund
• Economic Development Trust Fund
2020Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Decision PointDecision Point
The effective date must be at least90 days after adoption. Does the County wish to allow for this or a
longer period of time?
90 Days90 Days ____________
Decision PointDecision Point
How long of a grace period after adoption does the County want to allow existing contracts to pay the
current fee?
Grace Period ______Grace Period ______
2121Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Decision PointDecision Point
Does the County wish to phase all or some of the impact fee
schedules? If so, at what percent?
YESYES NONO
Phasing by Fee Program AreaPhasing by Fee Program Area
Schools
Public Buildings
Transportation
Parks and Recreation
Fire
EMS
Library
Law Enforcement
Phase in TimeStarting PercentageImpact Fee Program Area
2222Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Decision PointDecision Point
Does the County want to allow collection
of impact fees over time?
YES, Time ____YES, Time ____ NONO
Decision PointDecision Point
Does the County wish to addressimpact fees for
affordable workforce housing through one or more of the following methodologies:
YESYES NONO
2323Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Affordable Workforce HousingAffordable Workforce Housing
Graduated tiering of impact fees based on size of home
Affordable housing land use category
Repayment of impact fees from other revenue sources, setting up Trust Fund
Permanent cancellation of impact fees over time
De minimus impact fee exemption
Decision PointDecision Point
Does the County wishto explore the option of
establishing anEconomic Development Trust Fund?
YESYES NONO
2424Citrus County Impact Fee Update Study
PDRB MeetingTindale-Oliver & Associates, Inc.October 16, 2006
Questions