Item C1
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CM
ounty of onroe
BOARD OF COUNTY COMMISSIONERS
Mayor Heather Carruthers, District 3
Mayor Pro Tem George Neugent, District 2
TheFloridaKeys
Danny L. Kolhage, District 1
David Rice, District 4
Sylvia J. Murphy, District 5
County Commission Meeting
May 24, 2016
Agenda Item Number: C.1
Agenda Item Summary #1597
BULK ITEM: DEPARTMENT:
No Planning/Environmental Resources
TIME APPROXIMATE:STAFF CONTACT:
Ed Koconis (305) 453-8727
None
AGENDA ITEM WORDING:
Discussion and direction of existing impact fee program including
current fees, historic collections, historic expenditures, and preliminary projected fees based on
eligible Capital Improvement Plan projects.
ITEM BACKGROUND:
In 1992 the County (through a consultant) conducted studies on impact
fee calculations and established the current fees based on those studies. It is typically recommended
that communities conduct impact fee study updates every 3-5 years to keep facility costs and data up
to date. Staff has performed a very preliminary analysis of impact fee eligible capital projects for
roadways, parks, libraries, solid waste, police, fire, and employee fair share housing.
The purpose of impact fees is to charge new development to pay their proportionate share for the
construction or expansion of off-site capital improvements that are necessitated by and benefit their
new development.
The following table shows the historic annual collections of impact fees since 2005:
FY05FY06FY07FY08FY09FY10FY11FY12FY13FY14FY15
Roadways168,707161,386145,393104,178119,20672,97568,03175,21472,354170,854137,073
Parks and Rec66,64046,92156,44038,08040,46032,64034,68025,50026,18058,48062,685
Libraries54,24258,85848,63431,61838,92898,74929,41622,13067,97351,18552,087
Solid Waste11,8719,8849,95414,4089,6356,3425,1286,4075,81413,44112,554
Police Facilities24,01121,23422,96131,50819,65114,77311,96514,27212,51129,62929,336
Fire & EMS18,80816,14515,93720,03414,81710,3148,3229,6398,74020,42819,138
Employee Fair
92,17334,81041,651132,17386,9035,6626,12812,6886,09888,75659,446
Share Housing
Total Impact Fees436,452349,238340,970371,999329,600241,455163,670165,850199,670432,773372,319
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The following table shows the historic annual expenditures of impact fees since 2005:
FY05FY06FY07FY08FY09FY10FY11FY12FY13FY14FY 15
Roadways255,0711,395,790777,478 479,640437,509471,5852,470,487813,104
Parks and Rec6,482278,790350,590416,0898,8006,60023,79556,874
Libraries128,703
Solid Waste130,21243,34546,894
Police Facilities47,248236,250106,043
Fire & EMS6,78555,50080,765173,80061,805
Employee Fair
53,655
Share Housing
TotalImpact
391,7651,724,7101,277,710370,670416,089137,503660,040523,109528,4592,576,530813,104
Fees
The following table shows the historic annual fund balances of impact fees at the end of each fiscal
year since 2005:
FY05FY06FY07FY08FY09FY10FY11FY12FY13FY14FY15
Roadways6,899,7866,009,8225,714,3966,016,7606,273,3276,407,1206,037,9805,698,8395,314,7843,218,2822,863,542
Parks and Rec1,127,256943,465703,519768,374410,304438,476469,768473,264443,878503,464566,149
Libraries526,311612,525696,966752,910809,952787,912822,915849,150919,787973,6351,025,722
Solid Waste69,91739,7134,92519,79329,96136,64942,04648,61454,57868,15980,712
Police Facilities214,723248,498239,55643,04363,84079,32091,868106,509119,33143,27972,614
Fire & EMS257,192279,406255,970202,935222,683235,21571,27919,97528,78049,29268,429
Employee Fair
108,739150,547201,003286,994381,942391,371400,240414,436421,679511,524570,970
Share Housing
The following table indicates the approximate changes we could expect to see if a consultant is
retained to perform a study and determine impact fees for future years and utilizes a similar
methodology to that which was used in 1992.
Projected(Maximum)
Projected (Maximum)
Current Impact Fee
ImpactFeeAnnual
Impact Fee
Impact Fee Revenue(based
Per Per1,000s.f.Per Per1,000s.f.
Typesolelyonresidential
Dwelling non-residential Dwelling non-residential
develop-mentof126
UnitDevelopmentUnitDevelopment
ROGO permits)
Roadways$633.00 Varies by type$182.11 Varies by type$22,945.86
Parks and Rec$340.00 N/A$377.51 N/A$47,566.26
Libraries$242.00 N/A$29.25 N/A$3,685.50
Solid Waste$64.00 $54.00 $0.00 $0.00 $0.00
Police
$150.00 $112.00 $0.00 $0.00 $0.00
Facilities
Fire & EMS$105.00 $64.00 $764.62 $1,115.72 $96,342.12
EmployeeFair$1,000 - $3,000 $1,000-$3,000
N/AN/A$0.00
Share Housingvaries by sizevaries by size
Total$1,534.00 $1,353.49 $170,539.74
If Libraries is eliminated-$29.252.1% decrease to $1,324.24
If Solid Waste is eliminated$0.00
If Police Facilities is eliminated$0.00
If Employee Fair Share Housing is eliminated$0.00
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There are both pros and cons related to impact fees within a community.
Pros: Impact fees reduce pressure on local residents to raise taxes and fees because new development
pays for its own capacity-enhancing infrastructure needs. However the limited new development
within Monroe County has resulted in the collection of less revenue than otherwise similar
communities with less growth restrictions.
Cons: The administration of impact fees is complicated; from the collection of fees, to monitoring of
revenue and expense of each fee type, ensuring that the funds are spent timely and correctly for
specific capacity-enhancing capital facilities and not for operating and maintenance of existing
facilities, and fee study updates which can include changes in methodology and fees. With limited
growth in Monroe County the amount of new capital-enhancing infrastructure is expected to
continue to diminish.
CONTRACT/AGREEMENT CHANGES:
N/A
STAFF RECOMMENDATION:
Direct staff to move forward with ordinances to eliminate the
following impact fees effective on October 1, 2016: Employee Fair Share Housing, Police Facilities,
Solid Waste, and Libraries Impact fees. Also, direct staff to commence the hiring process for a
consultant to conduct thorough projections for amending the impact fees for Roadways, Parks and
Recreation, and Fire & EMS.
DOCUMENTATION:
1. Annual Impact Fee Collections / Revenues
2. Annual Impact Fee Expenses
3. Annual Fund Balances for Each Impact Fee Account
4. CAFR - Combining Statements of Revenues, Expenditures and Fund Balances
5. Use of Impact Fees
6. Projected Impact Fees for 2016-2020 Based on FY2015-2019 CIP Eligible Projects
7. Impact Fee Calculation Worksheet
8. FY2015-2019 CIP data for Impact Fee Study
9. National Impact Fee Survey: 2012
10. Legal Standards and Planning Criteria for Impact Fees
FINANCIAL IMPACT:
Effective Date:
Expiration Date:
Total Dollar Value of Contract:
Total Cost to County:
Current Year Portion:
Budgeted:
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Source of Funds:
CPI:
Indirect Costs:
Estimated Ongoing Costs Not Included in above dollar amounts:
Revenue Producing: If yes, amount:
Grant:
County Match
:
Insurance Required:
Additional Details: N/A
REVIEWED BY:
Mayte Santamaria Completed 04/25/2016 7:54 PM
Steve Williams Completed 04/27/2016 2:04 PM
Budget and Finance Completed 04/28/2016 12:09 PM
Christine Hurley Completed 05/10/2016 12:45 PM
Ed Koconis Completed 05/10/2016 1:30 PM
Mayte Santamaria Skipped 05/09/2016 2:59 PM
Kathy Peters Completed 05/11/2016 12:56 PM
Tina Boan Completed 05/13/2016 11:14 AM
Board of County Commissioners Pending 05/24/2016 10:00 AM
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5.Use of Impact Fees
Impact fees may be appropriated for capital improvements and for the payment of principal,
interest and other financing costs on contracts, bonds, notes or other obligations issued by or on
behalf of the county to finance such capital improvements.
Roadway Impact Fees.
Shall be used solely for the purpose of acquisition, expansion and
development of the major road network system determined to be needed to serve new
development, including but not limited to:
1.Planning, design andconstruction plan preparation;
2.Right-of-way acquisition;
3.Construction of new through lanes;
4.Construction of new turn lanes;
5.Construction of new bridges;
6.Construction of new drainage facilities in conjunction with new roadway construction;
7.Purchase and installation of traffic signalization;
8.Construction of new curbs, medians and shoulders;
9.Construction of new bicycle paths;
10.Construction of new pedestrian pathways and sidewalks; and
11.Installation of new landscaping with any of the projects listed above in 1-10.
Level of Service (LOS) Issues: Thelevel of service of County roadsis “D”. The adopted level
of service is currently being met.
Parks Impact Fees.
Shall be used exclusively for the capital expansion of the county’s
community park facilities, consistent with the capital improvements plan of the comprehensive
plan.Examples include developmentof Key Largo Park skateboard park (2006), redevelopment
of Big Pine Key Park (2007) and park facilities at Murray Nelson Center (2009) and future land
for Rowell’s Marina and capital improvements at Bernstein Park.
LOS Issues:The levelof service requirements for Parks is 0.82 acres per 1,000 unincorporated
residentpopulation for activity-based parks and a 0.82acres per 1,000 unincorporated resident
populationfor resource-based parks. Based upon Census 2010 data the required acreage for each
of these categories is 27.1 acres.A total of 98.98 acres of developed resource-based and 118.25
acres of activity-based areas are either owned or leased by Monroe County and the Monroe
County School Board.Therefore, the level of service for both facilities and collection materials
is being met underthe current standard.
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Library Impact Fees.
Shall be used exclusively for the capital expansion of the county’s
community library facilities, consistent with the capital improvements plan of the comprehensive
plan.Examples include: Purchase of library operating system software in FY 2010 and planned
enlargement of existing Marathon Library.
LOS Issues:The level of service requirements for Library are 0.5 square feet (sf) per capita for
facilities and 2.2 items per capita. Based upon Census 2010 data the required amount of square
feet of facilities is 36,545 sf. The existing amount of facilities is 48,490 sf.The required amount
of collection material items is 160,798.The existing amount of materials is 207,193. Therefore,
the level of service for both facilities and collection materials is being met under the current
standard.
Solid Waste Impact Fees.
Shall be used solely for the purpose of construction or expansion of
solid waste facilities in the county, including but not limited to:
1.Design and construction plan preparation;
2.Land acquisition; and
3.Acquisition of trucks and housing building equipment.
LOS Issues:Monroe has locations on Cudjoe, Layton, and Key Largo for the purposes of waste
transfer and recycling. These areas serve as temporary locations until the waste and recycling is
transported out of Monroe County. The LOSis 6.1 pounds of solid waste per capita equates to
about 258,164 pounds per year. The amount of solid waste (including recycling and yard waste)
in FY14-15 was 289,449 pounds. The contract with Waste Management Inc. authorizes the use
of in-state facilities through September 20, 2024, thereby providing the County with capacity
with approximately nine years of guaranteed capacity.
Police Facilities Impact Fees.
Shall be used solely for the purpose of the capital expansion of
policefacilities in the county, including but not limited to:
1.Design and construction plan preparation;
2.Land acquisition;
3.Acquisition of new patrol cars; and
4.Acquisition of jail facilities.
LOS Issues:The level of service requirements for Police Facilities are 0.84 square feet (sf) per
capita for facilities and 3.3 patrol vehiclesper capita (both are unincorporated resident
population). Based upon Census 2010 data the required amount of square feet of facilities is
27,757 sf. The existing amount of facilities isapproximately313,000sf. The required amount of
patrol vehicles is 109.The existing amount of patrol vehicles is 121.Therefore, the level of
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service for both facilities andpatrol vehiclesis being met underthe current LOS standard.
However this standard for unincorporated Monroe County was adopted prior to the
incorporations of Islamorada and Marathon.
Fire & EMS Impact Fees.
Shall be used for the purpose of capital expansion of fire facilities in
the county, including but not limited to:
1.Acquisition of land and/or facilities; and
2.Planning, legal, fiscal, economic, engineering, administrative services, financing,
construction, and equipping of facilities or equipment for the purposes of providing fire
protection/EMS services.
LOS Issues:The level of service requirements for Fire & EMS was determined to be 53
equipped fire/EMS station bays to serve the residential and nonresidential development in 2010.
This LOS was determined prior to the incorporations of Islamorada and Marathon.Assuming
continuedmutual aid,Marathon and Islamorada facilitiesareincluded for the purposes of this
LOS determination.The existing number of equipped bays is 53.Therefore, the level of service
for is being met underthe current standard.
EmployeeFair Share Housing Impact Fees.Shall be used to provide for,connection fees,
system development fees, and impact fees of the FKAA, FKEC and Keys Energy, and the cost of
land development improvements for qualified affordable housing projects. Additionally the fees
are to be used for payment of impact fees, land acquisition cost and infrastructure fees which are
necessary capital costs associated with the provisions of affordable and employee housing.
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6. PROJECTED IMPACT FEES FOR 2016-2020 BASED ON FY15-19 CAPITAL
IMPROVEMENT PLAN (CIP) ELIGIBLE IMPACT FEE FUNDED PROJECTS
Projected
FundAnnual
Collection
ROADWAYS (Residential Only)
FY 2015 - 2019 CIP Eligible Project Costs$4,582,433.00130
Current Impact Fee per Dwelling Unit$633.00
Number of Dwelling Units in Unincorporated Monroe
25,163
County (US Census 2010)
LOS of "D" for County Collector and Local Roadsall "D" or better
Future Maximum Fee per Market Rate Dwelling Unit
$182.11
Based on FY15-19 Project Costs
Maximum Collection Based on Market Rate ROGO FY15-
630$114,729.28$22,946
19 (126/year)
This assumes only residential construction. Therefore annual collection would likely be more than $22,946.
Maximum Affordable ROGO FY15-19 (71/yr)
355$64,649.04$12,930
No Fees Collected
PARKS
FY 2015 - 2019 CIP Eligible Project Costs$9,499,237.00131
Current Impact Fee per New Dwelling Unit$340.00
County (US Census 2010)
25,163
Based on FY15-19 Project Costs
$377.51
Maximum Collection Based on Market Rate ROGO FY15-
630$237,830.12$47,566
19 (126/year)
Maximum Affordable ROGO FY15-19 (71/yr) No
355$134,015.39$26,803
Fees Collected
LIBRARIES
FY 2015 - 2019 CIP Eligible Project Costs$1,543,500.00132
Current Impact Fee per New Dwelling Unit (2010)$242.00
Number of Dwelling Units (County-wide 2010) Source:
52,764
QuickFacts.census.gov
Future Maximum Impact Fee per Market Rate Dwelling
$29.25
Unit Based on FY15-19 Project Costs
Maximum Collection Based on Market Rate ROGO FY15-
630$18,429.33$3,686
19 (126/year)
Maximum Affordable ROGO FY15-19 (71/yr) No
355$10,384.78$2,077
Fees Collected
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PROJECTED IMPACT FEES FOR 2016-2020 BASED ON FY15-19 CAPITAL
IMPROVEMENT PLAN (CIP) ELIGIBLE IMPACT FEE FUNDED PROJECTS
Projected
FundAnnual
Collection
SOLID WASTE
FY 2015 - 2019 CIP Eligible Project Costs0133
N/A No Eligible Projects
POLICE
FY 2015 - 2019 CIP Eligible Project Costs0134
N/A No Eligible Projects
FIRE
FY 2015 - 2019 CIP Eligible Project Costs$27,098,729.00135
Residential Fees (71% of expenses are eligible)0.71$19,240,097.59
Current Impact Fee per New Dwelling Unit (2010)$105.00
Number of Dwelling Units (2010 within unincorporated
25,163
Monroe County)
Future Maximum Impact Fee per Market Rate Dwelling
$764.62
Unit Based on FY15-19 Project Costs
Maximum Collection Based on Market Rate ROGO FY15-
630$481,709.71$96,342
19 (126/year)
Maximum Affordable ROGO FY15-19 (71/yr) No
355$271,439.60$54,288
Fees Collected
Nonresidential Fees (29% of expenses are eligible)0.29$7,858,631.41
Current Fee per 1,000 square feet$64.00
Existing Nonresidential Square Footage7,043,547
Future Maximum Fee per 1,000 square feet Based on FY
15-19 Project Costs
$1,115.72
Maximum Collection Based on NROGO FY15-19235,415$262,657.40$52,531
Average Collection Based on NROGO 2005-201257,500$64,153.94$12,831
TOTAL FIRE FEES That Could be Collected Assuming
$744,367.11$148,873
Maximum of ROGO and NROGO Allocated FY15-19
TOTAL FIRE FEES That Could be Collected Assuming
$545,863.65$109,173
Maximum ROGO and Average NROGO FY15-19
Employee Fair Share Housing
FY 2015 - 2019 CIP Eligible Project Costs136
N/A No Eligible Projects
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Impact Fee FundCurrent fee
Proposed/max fee
Roadways Res (Per New Dwelling Unit) $ 633.00$ 182.11
Roadways Non Res
Parks and Recreation Res (Per New Dwelling Unit)$ 340.00$ 377.25
Parks and Recreation Non ResN/AN/A
Libraries Res (Per New Dwelling Unit)$ 242.00$ 29.25
Libraries Non ResN/AN/A
Solid Waste Res (Per New Dwelling Unit)$ 64.00$ -
Solid Waste Non Res (per 1,000 square feet)$ 54.00$ -
Police Res (Per New Dwelling Unit)$ 150.00$ -
Police Non Res (per 1,000 square feet)$ 112.00$ -
Fire & EMS Res (Per New Dwelling Unit)$ 105.00$ 764.62
Fire & EMS Non Res (per 1,000 square feet)$ 64.00$ 1,115.72
Employee Fair Share Housing Res (per 1,000 sf)N/AN/A
$1,000 - $3,000 $ -
EmployeeFairShareHousingNonRes(per 1,000sf)
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