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



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



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


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


Blue = Current Fee* = Fee in the process of being updated



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



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



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



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



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


$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



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


$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)


Proposed Fire Fees @

Current Impact

FeeUnit Land Use



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


$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)


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


$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



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


Proposed Library Fees @

Current Impact

FeeUnit Land Use

Ordinance

4



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



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



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


• Payment of Impact Fees

– Not typically paid “out of pocket”

– Included in the total cost of home

– Amortized over the life of the

mortgage




• 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


• 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




• 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


• Schools

– TOA data based on numerous detailed

conversations with School District

staff




• Schools

– TOA prototype LOS is lower than

existing LOS

– Capacity per student is incorrect

• Based on COFTE students, not student

stations


• Schools

– Costs calculations are incorrect

• Combines costs based on net and gross

square footage

• Mixes gross and net cost per square foot




• 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


• 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



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



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 ____________


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 ______




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




Does the County want to allow collection

of impact fees over time?

YES, Time ____YES, Time ____ NONO


Does the County wish to addressimpact fees for

affordable workforce housing through one or more of the following methodologies:

YESYES NONO



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


Does the County wishto explore the option of

establishing anEconomic Development Trust Fund?

YESYES NONO



Questions

Citrus County IF - PDRB 101606 rpw - Full presentation · 16-10-2006 · PDRB Meeting...

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