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HomeMy WebLinkAbout06-16-2026 Supporting DocumentsCITY OF OCOEE I N. Bluford Avenue > Ocoee, Florida 34761 "O" OCO(-(> d R 407-905-3100 SPEAKING RESEOVATION FORM NOTE: All submitted speaking reservation forms are public records under Chapter 119, Florida Statutes, and are open 1 to inspe�co V all er�ons. DATE w-3 NAME, PHONE # OCOEE RESIDENT YESX-- NO 0 (OPTIONAL) ADDRE=qS CITY ZIP GODE E-MAIL_ C,7, c, I want t d ress the Board ab t(Ple1e ox ide I m!5toip ), Do you have a parerlaterne or other document(s) from which you will address the Board? 'A 7�� , ) ON( s No s I vyes, please attach copy of same to this Reservation Form. t /T All proceedings before the Commission shall be governed by the Civility Code — see back The following time limits to speak are in effect: Public g� _HgArin s: petitioner presentation - 15 minutes; citizen comments - 5 minutes per speaker; petitioner rebuttal - 5 minutes. Open to Public — Citizens Comments - 3 minutes per speaker, per meeting. TU l CITY OF OCOE 1 N. Bluford Avenue ()C()e(> Ocoee, Florida 34761 llorid 407-905-3100 SPEAKING R S R-VATION FORM NOTE: All submitted speaking reservation forms are public records under Chapter 119, Florida Statutes, and are open to inspection by all persons, DATE NAME ' � . PHONE# Vd OCOEE RESIDENT YE NO ❑ (OPTIONAL) ADDRESS CITY ZIP CODE E-MAIL I want to address the Board ab ut (Please provide item # and/or topic). v( 3 & tx Do you have a, prepared statement, or other document(s) from which you will address the Board? No Yes if yes, please attach copy of same to this Reservation Form. -i .. r «# r i The following effect - Public i • • • per •'. petitioner rebuttal Open to Public — Citizens Commentsper •'. per • C"' CITY OF OCOEE INN I N. Bluford Avenue 0 C 0 (-> (> Ocoee, Florida 34761 florldo 407-905-3100 SPEAKING RESERVATION FORM NOTE: All submitted speaking reservation forms are public records under Chapter 119, Florida Statutes, and are open to inspeGti n by all persons. DATE jjj NAME P H 0 N E # I s 3 L3 OCOEE RESIDENT YES E `' NO El' (OPTIONAL) ADDRESS 'fit .161@461014JOCIT -ZIP CODE E-MAIL I want to address the Board about (Please provide Item #and/ rto ic): Do you have a prepared statement, or other document(s) from which you will address the Board? No Yes if yes, please attach copy of same to this Reservation Form. All proceedings before the Commission shall be governed by the Civility Code — see back The following time limits to speak are in effect: Public Hearings: petitioner presentation - 15 minutes; citizen comments - 5 minutes per speaker; petitioner rebuttal - 5 minutes. Open to Public — Citizens Comments - 3 minutes per speaker, per meeting. CITY OF OCOEE 1 N. Bluford Avenue ocoe(' Ocoee, Florida 34761 407-905-3100 SPEAKING RESERVATION FOR NOTE: All submitted speaking reservation forms are public records under Chapter 119, Florida Statutes, and are open to inspeption by all persons. DATE �: -2Z NAME PHONE # .� OCOEE RESIDENT YES ❑ NO "❑ (OPTION ADDRESS CITY ZIP CODE E-MAIL I want to address e Boar about Please provide Item # and/or topic); Do you have a prepared statement, or other document(s) from which you will address the Board? No Yes -1/ if yes, please attach copy of same to this Reservation Form. The following time limits to speak are in effect - Public• petitioner presentationi per •'. petitioner rebuttal #\W CITY OF OCOE o kv � 1 N. Bluford Avenue �C�C��'�-� Ocoee, Florida 34761 11 "'i". 407-905-3100 SPEAKING RESERVATION FO M NOTE: All submitted speaking reservation forms are public records under Chapter 119, Florida Statutes, and are open to inspection by all persons, DATE. NAME PHONE OCOEE RESIDENT YES NO El (OPTIONAL) ADDRESS CITY ZIP CODE E-MAIL I want to address the Board about (Please provide Item # and/or topic): . Do you have a prepared statement, or other document(s) from which you will address the Board? No Yes if yes, please attach copy of same to this Reservation Form. All proceedings before o j , s` a ifgoverned bytheCivility Code see back �bbk� CITY ®F OCOE1 N. Bluford Avenue Xw Ocoee, Florida 34761 C� C � C� C� �? 407-905-3100 SPEAKING R nhERraaVATION FERMI NOTE: All submitted speaking reservation forms are public records under Chapter 119, Florida Statutes, and are open to inspectii n b�y4l persons. DATE� NAME PHONE # !� OOOEERESIDENT - "YES i NO (OPTIONAL) ADDRESS CITY ZIP CODE E-MAI Do you have a prepared statement, or other document(s) from which you will address the Board? No Yes if yes, please attach copy of same to this Reservation Form. All proceedings before the Commission shall be governed by the Civility Code — see back The f•Ilowing time limits to speak Public• petitioner presentation i per •'.ker, petitioner rebuttal Open t• Public — Citizens Commentsper i' per ! CITY OF OCOEE 1 N. Bluford Avenue ococ>(� Ocoee, Florida 34761 ""I'la 407-905-3100 e ci�v- SPEAKING RESERVATION FORM NOTE: All submitted speaking reservation forms are public records under Chapter 119, Florida Statutes, and are open to inspection by all persons. DATE -,j L( NAME 5 PHONE# OCOEE RESIDENT YES bp WD (OPTIONAL) ADDRESS CITY ZIP CODE I want to address the Board about (Please provide Item # and/or topic): Do you have a prepared statement, or other document(s) from which you will address the Board? No_" Yes if yes, please attach copy of same to this Reservation Form, All proceedings before the Commission shall be governed by the Civility Code - see back The following time limits to speak are in effect: Public Hearings: petitioner presentation - 15 minutes; citizen comments - 5 minutes per speaker; petitioner rebuttal - 5 minutes. Open to Public - Citizens Comments - 3 minutes per speaker, per meeting. CITY OF OCOEE ` \�T `EN �m�� 1 N. 8|uford Avenue Y aU\MV-~ {)[(}p� Ocoee, Florida ^ .u" 407-905-3100 SPEAKING RESERVATION FORM . NOTE: All submitted speaking reservation forms are public records under Chapter 11S' Florida Statutes, and are open to inspection DATE NAME i-PPHONE �� 000EERE3|DENT YES �� NO O (OPTIONAL) SS - C| |P CODE E-MAIL I want to address the Board biout (Please provide Item # d/ i Do you have a prepared statement, or other document(s) from which you will address the Board? No Yes if yes, please attach copy of same to this Reservation Form. Cl, 40 All proceedings before the Commission shall be governed by the i i ity Code — see back The following time limits tmspeak are ineffect: Hearings:Public petitioner presentation 15minutes; citizen petitioner | 5minutou. Open to Public - Citizens Comments - 3 minutes per opeaxer, per . _.. _ �q pry CITY OF OCO 5.1 N. Bluford Avenue 0 C 0 (? Ocoee, Florida 34761 11.0da 407-905-3100 r SPEAKING RESERVATION FOR NOTE: All submitted speaking reservation forms are public records under Chapter 119, Florida Statutes, and are i open to inspection by all persons. DATELP ,.. NAME MAW -: /vim PHONE # k `� . . ,w ' m OCOEE RESIDENT YES ` , NO 0 4 {OPTIONAL} ADDRESS t � � C TY � Q ZIP CODE L,. I want to address the Board about (Please provide Item # and/or topic): -1, rye A Do you have a prepare statement, or other document(s) from which you will address the Board? No Yes .r if yes; please attach copy of same to this Reservation Form, All proceedings b+ .r the Commission shall ► r governed Y the Civility Codew, back PublicThe following time limits to speak are in effect: petitionerpresentation commentsper petitionerrebuttal Open toPublic• per !` per • CITY OF OCOEE 'On', 1 N. Bluford Avenue Ocoee, Florida 34761 C'C)'? 407-905-3100 SPEAtlpiidp KIN RESERVATION FORM NOTE: All submitted speaking reservation forms are public records under Chapter 11, Florida Statutes, and are open to inspection by al persons. DATE > NAME �� t*"PHONE # OCOEE RESIDENT ffi YES NO ❑ Y ZIP CODE (OPTIONAL) ADDRESS Cl - - �w E-MAIL � " ; ` 0 I waVb-tA-CV.',ir o address the Board about (Please provide Item # and/or topic): -�'- c IA �--y°/1-AD Do you have a prepared stqt6ment, or other document(s) from which you will address the Board? No - Yes if yes, please attach copy of same to this Reservation Form. All proceedings before the Commission shall be governed by the Civility Code — see back The following time limits to speak are in effect: Public Hearings: petitioner presentation - 15 minutes; citizen comments - 5 minutes per speaker; petitioner rebuttal - 5 minutes. Open to Public — Citizens Comments - 3 minutes per speaker, per meeting. CITY OF OCO E INN 1 N. Bluford Avenue ( C0e—F? �' Ocoee, Florida 34761 fl.ddd 407-905-3100 SPEAKINGRESERVATION FORM NOTE: All submitted speaking reservation forms are public records under Chapter 119, Florida Statutes, and are open to in pectio by all persons. DAT NAME PHONE # OCOEE RESIDENT YES . NO ❑ (OPTIONAL) ADDRESS � ' � � CITY ZIP CODE E-MAIL �":"� .,. ' 1 want to address the Board about (Please provide Item # and/or topic): Do you have a prepared statement, or other document(s) from which you will address the Board? No Yes if yes, please attach copy of same to this Reservation Form: All proceedings before the Commission shall be governed by see back CITY OF OCOE 1 N. Bluford Avenue C)'' Ocoee, Florida 34761 11o0da 407-905-3100 SPEAKING RESERVATION FCJF2M NOTE: All submitted speaking reservation forms are public records under Chapter 119, Florida Statutes, and are open to in pe Pion y all ersons: DATE t . i h e.. �. PHONE #_ t r 7 NAME �o a� OCOEE RESIDENT YESX NO ❑ r (OPTIONAL) ADDRESS � (Io CITY � .,t ZIP CODE % CC I want to address the Board about (Please provide Item# and/or topic):' Do you have a prepared statement, or oth r document(s) from which you will address the Board? a �v Na Yes �t� s, p�ae aac�h copy a'°sameo this Reservation Form. All proceedings before the Commission shall be governed by the Civility Code — see back The following time limits to speak are in effect: Public Hearings: petitioner presentation -15 minutes; citizen comments - 5 minutes per speaker; petitioner rebuttal 5 minutes. -Oven to Public — Citizens Comments- 3 minutes per speaker, per meeting. Del h � � MxNE=�1 mo, mi Fathers� Day On The Lawn Contact Name: Nick Lepp Contact Number: Ext. 1018 KOW10 City Manager: Craig Shaddix Background Summary: At the June 20, 2023, City Commission Meeting, the City Commission approved a Development Agreement between the City and Ocoee Acquisition Company, LLC (The Regency). The proposed Fourth Amendment to the Development Agreement Sub -phases the original phasing plan approved September 30,2024. The proposed revised phasing plan and Development agreement sub -phases the original Phase 2 and Phase 3 to allow for Certificates of Occupancy to be given to each building as part of a sub -phase, with the exception of Phase 4 (all buildings need to remain in one single phase). ................... the City and GS Crown Point Owner, LLC. This amendment solidifies that the City has reviewed the Developer's updated phasing plan, and both Parties agree to the agreement. Issue: Should the Honorable Mayor and City Commissioners approve the Fourth Amendment to the Developers Agreement with revised phasing plan. SWf recommends the Monorable Mayor and City Commissioners approve the Fourth Arrieriffiffi—e-n-t—WhIfff-F—OUffff Amendment to the phasing plan MEMO= City of Ocoee - 1 N. Bluford Avenue - Ocoee, Florida 3476 Phone: (407) 905-3100 - www.ocoee.org I THIS DOCUMENT PREPARED BY AND RETURN TO: Daniel T. O'Keefe, Esq. Shutts & Bowen, LLP 300 Orange Ave. Suite 1600 Orlando, FL 32801 FOURTH AMENDMENT TO DEVELOPMENT AGREEMENT (The Regency at Ocoee) This FOURTH AMENDMENT TO DEVELOPMENT AGREEMENT (The Regency at Ocoee) ("Fourth Amendment") is made and entered into this _ day of , 2026 ("Effective Date"), by and between the CITY OF OCOEE, a Florida municipal corporation, whose mailing address is 150 North Lakeshore Drive, Ocoee, Florida 34761, Attention: City Manager ("City"), and OCOEE ACQUISITION COMPANY, LLC, a Florida limited liability company, with an address of 5911 Turkey Lake Road, Suite 303, Orlando, Florida 32819 (collectively, the "Developer"). The City and the Developer are sometimes collectively referred to herein as the "Parties" and individually as a "Party." WITNESSETH: WHEREAS, Developer and City entered into that certain Development Agreement executed on May 3, 2022 and recorded on May 9, 2022, DOC # 20220294398 in the Public Records of Orange County, Florida, as amended by that certain First Amendment to Development Agreement executed on June 6, 2023 and recorded on June 13, 2023, DOC # 20230329692, as amended by that certain Second Amendment to Development Agreement executed on April 16, 2024 and recorded on April 19, 2024, DOC # 20240229060, and as amended by that certain Third Amendment to Development Agreement executed on December 17, 2024 and recorded on December 19, 2024, DOC # 20240720694 (collectively, the "Agreement"); WHEREAS, the City and Developer entered into that certain Hold Harmless and Indemnification Agreement dated May 29, 2026 (the "Hold Harmless Agreement"), pursuant to which Developer agreed to indemnify, defend, and hold the City harmless, to maintain insurance, and to assume responsibility for private improvements and the public utilities serving the Project in connection with the City's issuance of certificates of occupancy in advance of final completion of the Project; and WHEREAS, the Parties desire to amend the Agreement to provide for the phased completion of site work and the issuance of certificates of occupancy in accordance with the conditions specifically provided herein; and WHEREAS, any capitalized term not otherwise defined herein shall have the meaning ascribed to it under the Agreement. ORLDOCS 24132295 2 NOW, THEREFORE, for and in consideration of the mutual obligations contained herein and the sum of ten dollars ($10.00) and other good and valuable consideration the sufficiency of which is hereby conclusively acknowledged the Parties agree as follows: AGREEMENT 1. Recitals. The Recitals contained above are true and correct and are incorporated in this Fourth Amendment in full as if set forth herein. 2. Issuance of Certificates of Occupancy. a. The City agrees to issue certificates of occupancy for buildings within each "Phase" or "Sub -Phase" of the development, as identified in the phasing delivery plan, attached hereto as Exhibit "A" (the "Phasing Plan"). As a condition precedent to the City's inspection of any building and the issuance of any certificate of occupancy for a building within a Phase or Sub -Phase, Developer shall first complete the site work for that Phase or Sub -Phase, including, but not limited to, landscaping, utility connections, and irrigation installation, and the City shall have issued a Partial Certificate of Completion for that site work. A Partial Certificate of Completion certifies that the site work for the Phase or Sub -Phase is substantially complete, certifies the site work only, and does not authorize occupancy of any building. Upon completion of the site work closeout for a Phase or Sub -Phase, and Developer's delivery to the City of the closeout documentation for that site work, including (i) engineering certifications, consisting of the engineer of record's certification letter, as-builts, and the surveyor's certification letter, (ii) utilities documentation, (iii) landscaping documentation, including the landscape architect's letter of completion, and (iv) administrative documents, including recorded easements and the maintenance agreement, the City shall issue a Certificate of Completion for that site work. Following issuance of the applicable Partial Certificate of Completion, the City shall complete its building inspections and, subject to the building's compliance with the Florida Building Code and the City's land development regulations, shall issue a certificate of occupancy for the building. The City shall have no obligation to issue any certificate of occupancy except in accordance with the foregoing. The City shall have no obligation to issue a certificate of occupancy for any building within a Phase or Sub -Phase unless fire and emergency access to that Phase or Sub -Phase, including all required fire apparatus access roads, the roundabout, hydrants, and water supply for fire protection, is complete. Subject to the foregoing, and except as required for fire and emergency access as set forth in this Section and in the Phasing Plan, the Sub - Phases may be completed out of numerical order. For example, a certificate of occupancy may be issued for Phase 4 before Phase 3(a). Notwithstanding the foregoing, Phase 3(b) must be completed before Phase 3(a). In addition, all Phase 4 site work shall be completed at one time and as a single phase, and Phase 4 shall not be divided into sub -phases for purposes of site work completion or the issuance of certificates of occupancy unless the City and Developer agree to a sub -phasing plan documented in a further amendment to the Agreement. ORLDOCS 24132295 2 b. Without limiting the foregoing, and in order to provide adequate fire and emergency access: the City shall have no obligation to issue a Certificate of Completion for the Phase 3(a) site work, or a certificate of occupancy for Building 1 (Phase 3(a)), until the Phase 3(b) site work is complete; and (iii) the City shall have no obligation to issue a certificate of occupancy for any building within Phase 4 until all Phase 4 site work is complete. c. Developer has completed Phase 1 and the City has previously issued a Partial Certificate of Completion for Phase 1 site work for Old Winter Garden Road, subject to Developer's completion of the final phase, which includes the `final lift' of asphalt for Old Winter Garden Road. Upon completion of the final phase, Developer shall provide the City with any necessary bill of sale for the public utilities in Phase 1, consistent with the applicable Florida Department of Environmental Protection permit, together with any other transaction documents reasonably necessary to convey the Phase 1 public improvements and utilities to the City. The City agrees to issue certificates of occupancy for each Sub -Phase, subject to conditions described herein, prior to Developer's completion of the `final lift' of asphalt for Old Winter Garden Road, provided that fire and emergency access to each Sub -Phase is and remains complete and available. d. The City has previously issued a Partial Certificate of Completion for Phase 2(a) site work and a Certificate of Occupancy for Building 7 (located in Phase 2(a)) and Developer has provided an indemnity therewith pursuant to the Hold Harmless Agreement described in the Recitals. At the City's request, Developer shall provide, within a commercially reasonable period, all reasonably necessary transaction documents related to Phase(2)a. e. Any active construction on the Project shall not materially interfere with the use and occupancy of the improvements within the completed Sub -Phases, or with fire and emergency access to those improvements. Developer shall maintain fire and emergency access to the occupied Sub -Phases at all times and shall take all reasonable safety measures, including fencing off active construction areas and securing all construction equipment and staging, to ensure the safety of the residents and their guests and invitees. Developer's indemnification, insurance, and other obligations under the Hold Harmless Agreement continue to apply to the occupancy of buildings in advance of completion of all site work, and nothing in this Fourth Amendment limits, supersedes, or releases those obligations. 3. Insurance. The insurance requirements of Section 6 of the Hold Harmless Agreement are incorporated into this Fourth Amendment by reference and apply to each Partial Certificate of Completion, Certificate of Completion, and Certificate of Occupancy (as defined in the Hold Harmless Agreement) contemplated herein. Without limiting that incorporation, Developer shall maintain, through final completion of the Project and the City's acceptance of the Public Utilities (and in no event less than the term of the Hold Harmless Agreement), commercial general liability 3 ORLDOCS 24132295 2 insurance of not less than $1,000,000 per occurrence and $2,000,000 aggregate, including products -completed operations. Each policy required or maintained under this Section, shall meet all requirements set forth in the Hold Harmless Agreement and Developer shall maintain such insurance continuously through completion of all Phase 4 site work, including the final lift of asphalt for Old Winter Garden Road and the City's issuance of the final Certificate of Completion for the Project. To avoid any ambiguity, the final lift of asphalt for Old Winter Garden Road is a project closeout item, is not a Phase 4 Sub -Phase, and is not included within 'all Phase 4 site work' for purposes of this Fourth Amendment. These are minimum requirements only and do not limit Developer's indemnification or other obligations under the Hold Harmless Agreement, the Agreement, or this Fourth Amendment. Nothing herein waives, reduces, or supersedes any insurance or other requirement, or any right, remedy, or protection of the City, under those instruments or any other instrument relating to the Project; any provision affording the City greater coverage or protection controls. 4. Counterparts. This Fourth Amendment may be executed in two or more counterparts, each of which shall be and be taken to be an original and are collectively but one instrument. 5. Effect on Agreement. Except as modified herein, the Agreement shall remain in full force and effect, binding upon each of the Parties. In the event of a conflict between the Agreement and this Fourth Amendment, the terms of this Fourth Amendment shall control. [SIGNATURES APPEAR ON FOLLOWING PAGES] 4 ORLDOCS 24132295 2 Witnesses: Printed Name: Printed Name: STATE OF FLORIDA COUNTY OF DEVELOPER: OCOEE ACQUISITION COMPANY, LLC, a Florida limited liability company By: Name: Title: The foregoing instrument was acknowledged before me this day of , 2026, by , as of Ocoee Acquisition Company, LLC, a Florida limited liability company, on behalf of the company. He/she appeared by (check one) ❑ physical appearance or ❑ online notarization, and (check one) ❑ is personally known to me or ❑ has produced as identification. Print Name: Notary Public My Commission Expires: Commission Number: [SIGNATURES CONTINUED ON FOLLOWING PAGE] ORLOOCS 24132295 2 CITY: CITY OF OCOEE Rusty Johnson, Mayor ATTEST: Melanie Sibbitt, City Clerk Approved as to Form: Kurt Ardaman, City Attorney STATE OF FLORIDA COUNTY OF ORANGE The foregoing instrument was acknowledged before me this day of , 2026, by , as of the City of Ocoee, Florida, a municipal corporation of the State of Florida, on behalf of the City of Ocoee, Florida. He/she appeared by (check one) ❑ physical appearance or ❑ online notarization, and (check one) ❑ is personally known to me or ❑ has produced as identification. Print Name: Notary Public My Commission Expires: Commission Number: 51 ORLDOCS 24132295 2 u PHASING DELIVERY PLAN PHASING LEGEND Phase 1 — Signalization, Retention Pond & Improvements to Old Winter FMCTwdeti Road Phase 2(a) — Building 7, Garage 6 Phase 3(;} — Branding I Phase 3(b) —Building 2 ' Phase 2(b) —Clubhouse Phase 4{a} —Building 5, Crarage 7, Garage Z; Building 3; Building �, Garage 3, g t Garage 4 & Trash Compactor Phase 2(c) — Building 6, Garage 5 Phase 4(i ) —Faisal Tmovements to Old Winter Crerden Road THE REGENCY AT O"CiIEL , PRA&ING irBLIVERI' PLAN EXHIEBfT z 11 2 - - 1 4 lk, • I No Violations Reported It Events have ended on or before 8prn or Traffic Backup and or Incidence Reported Recent Cultural, Unity Community Events Attendance Cl"Ut; I I lUoLty UC01313, Residence Ocoee Public Works Team florida a oee Public Works ream florldQ 9 m 'oco e Public Works Team flo£ldo w m ocoee Public Works Team ftar#dc ocoee Public Warps Team florldo 1 Proposed Fire Assessment Fee Update Maintaining Reliable Fire Rescue Service for Ocoee June 16, 2026 Purpose Tonight’s presentation will: Explain how fire services are funded Review increasing service demands and operational costs Discuss the current funding gap Explain how additional revenue would support fire rescue operations Present proposed assessment update Services Funded by the Fire Assessment The fire assessment helps support the City’s fire protection and emergency response readiness, including: Fire suppression services Emergency response personnel costs Fire apparatus and equipment Fire prevention and inspections Protective gear and training Station operation and readiness Certain other fire rescue operational costs permitted under Florida law Non-Assessable Fire Service Expenses The following expenses are for services also provided by the fire department but that must be funded through other City revenues (general fund): EMS/ambulance transport functions Emergency management Disaster response Public education programs Mutual aid activities Other general government functions / $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 FY27 FY28 FY29 FY30 FY31 Fire Department Expenses Total Budget Assessable Budget Community Growth & Service Demand In recent years, growth in population and community development have led to increased fire service demands. From 2022 to 2025: EMS Incidents increased 7.6% Non-EMS Incidents increased 66.8% Growth in both EMS and non-EMS responses places additional demands on personnel, apparatus, equipment, training, and operational readiness. 0 500 1000 1500 2000 2500 3000 3500 4000 4500 5000 2022 2023 2024 2025 2026* 2027* Nu m b e r o f I n c i d e n t s EMS Incidents Non-EMS Incidents * Conservatively estimated with a 2.5% increase Rising Costs of Providing Fire Service As demand has grown, costs have also increased across all areas of service. Major cost drivers include: Personnel and benefits Medical supplies and equipment Fuel and utilities Apparatus maintenance and replacement Protective equipment Training and certification Inflation affecting goods and services Personnel Cost Growth $7.82M → $10.41M from 2020 to 2025 $7.8M$8.0M$8.1M $8.5M $9.9M $10.4M $10.5M* ESTIMATED FOR CURRENT YEAR $12.3M PROJECTED UNDER NEW CONTRACT $7.0M $7.5M $8.0M $8.5M $9.0M $9.5M $10.0M $10.5M $11.0M $11.5M $12.0M $12.5M FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY27 Personnel costs are the largest recurring cost in fire service delivery. Key Drivers: Increased Service Demand Labor Market Pressures: Competitive labor market for firefighter/paramedics increases wage pressure. Overtime Requirements: Vacancies, leave, training, and minimum staffing requirements drive overtime. Healthcare and Pension Costs Equipment Cost Inflation Radio Program: 32 radios increased from $112K to $323K (188%) SCBA Program: 51 SCBAs increased from $357K to $714K. (100%) Turnout Gear Program: 132 sets projected to increase from $330K to $660K due to PFAS-free requirements. (100%) Cardiac Monitor Program: 14 monitors increased from $420K to $840K. (100%) Stretcher Program: Increased from $120K to $260K. (117%) Ballistic PPE Program: 10-year replacement cycle; current replacement cost approximately $40K. (122%) Fire Hose: Annual replacement costs increased from $15K to $25K (85%) $0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 $800,000 $900,000 Historical Cost Current Estimated Cost Fire Apparatus Cost Inflation Estimated Cost Ranges Engines have increased from roughly $450k–$550k to $900k–$1.2M. Tower trucks have increased from roughly $750k–$1M to $1.8M–$2.3M. Rescue/ambulance units have increased from roughly $180k–$250k to $350k–$450k. Extended build times force departments to keep aging units in service longer. Higher maintenance costs and parts shortages increase total lifecycle cost. $0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 Fire Engine Tower Truck Rescue / Ambulance Es t i m a t e d P u r c h a s e C o s t Historical Cost Current Estimated Cost Funding Gap: Current Assessment vs. Actual Cost The current assessment fee only funds about 36% of the assessable costs. The remaining costs are currently subsidized through other City revenues. For Fiscal Year 2027, our current rate, if unchanged, would fund about 37% of the assessable costs. With rising costs rapidly outpacing the revenue received, that gap is only expected to grow. $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 Total Budget $17,881,255 Assessable $14,732,878 $13,498 $46,800 $909,380 Revenues Collected $4,496,156 Total Budget Assessable Budget Fire Inspection Fee Fire Plan Review City of Windermere Contract Fire Assessment Fee FY27 TOTAL BUDGET AND REVENUE COMPARISONS $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 2026 2027 2028 2029 2030 2031 Total Assessable Costs vs Revenue Collected with Current Fee Total Assessible Costs Fire Protection Fees Collected Why an Update is Necessary For years, the existing methodology has provided only a fraction of the funds needed to fully support fire service. Until now, the City has been able to subsidize the remaining costs from the general fund, largely due to rising property values and healthy reserves. However, this ability may be impacted by changes in tax legislation. Without updating the assessment: The funding gap will continue to grow at a faster rate Long-term sustainability becomes more difficult Equipment and operational needs may be delayed Pressure on the general fund will increase Financial flexibility for non-assessable costs and other City services will be reduced $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 2026 2027 2028 2029 2030 2031 Total Assessable Costs vs Revenue Collected with Current Fee Total Assessible Costs Fire Protection Fees Collected Gap Covered by Ad Valorum Funds Ad Valorum Reduction Proposed Assessment Update At the May 19, 2026, City Commission Meeting, staff proposed a new methodology which would increase revenue and lessen the burden on single-family residential parcels. Key Takeaways: The current methodology uses Fire Protection Units to calculate the fees which vary from property to property. Currently, 91% of Single-Family Residential Parcels in Ocoee pay between $205.65 and $342.75 per year. Currently, multi-family apartment complexes in Ocoee pay an average of $8,639 (average $45 per dwelling unit) per year. The proposed methodology uses a flat fee for single-family homes and would mean higher rates for commercial and multi-family properties compared to what they currently pay. City of Ocoee: $ 206.06 $ 274.28 (3) $ 342.51 (3) $ 410.73 $ 480.34 Average = $ 681.52 Average = $ 327.50 with current assessment Orange County: $ 298.89 $ 442.45 $ 474.26 $ 476.53 $ 648.88 $ 706.40 $ 720.87 $ 748.15 $ 1,617.28 County Comparisons Evaluating Funding Alternatives Staff evaluated multiple funding scenarios to determine how much of the assessable fire protection costs should be funded through the Fire Assessment. When evaluating potential funding levels, staff considered: Maintaining reliable fire rescue service Balancing affordability for property owners Keeping pace with rising service delivery costs Preparing for anticipated property tax revenue reductions Reducing reliance on General Fund subsidies Improving long-term financial sustainability Funding Level Options Based on these considerations, staff evaluated three potential approaches to funding assessable costs. Each approach reflects a different level of cost recovery and reliance on General Fund support. Funding LevelApproach 40% of assessable costsApproach 1: Partial Cost Recovery 70% of assessable costsApproach 2: Revenue Stabilization 100% of assessable costsApproach 3: Full Cost Recovery Approach 1: Partial Cost Recovery This approach funds approximately 40% of assessable fire protection costs Residential Rate: $341.24/year $28.44/month Non-Residential Rates: Commercial: $0.196/sq ft Industrial/Warehouse: $0.126/sq ft Institutional: $0.195/sq ft Additional Gross Revenue: $3,555,215 Approach 1: Partial Cost Recovery Benefits: Lowest impact on property owners Consistent with option previously presented to the City Commission Provides an estimated $3,555,215 in additional revenue Considerations: Significant general fund subsidy remains necessary Does not fully address the anticipated revenue reductions associated with tax reform Future adjustments may be needed sooner as costs continue to increase $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 2027 2028 2029 2030 2031 Total Expenditures Assessable Expenditures Fees at 40% Funding Level Approach 2: Revenue Stabilization This approach funds approximately 70% of assessable fire protection costs Residential Rate: $597.16/year $49.76/month Non-Residential Rates: Commercial: $0.342/sq ft Industrial/Warehouse: $0.221/sq ft Institutional: $0.342/sq ft Additional Gross Revenue: $9,593,744 Approach 2: Revenue Stabilization Benefits: Increases cost recovery while helping to mitigate anticipated property tax revenue losses Provides additional capacity to absorb future cost increases Improves financial stability Considerations: Assessable costs remain partly subsidized Rising service costs may continue to outpace revenue growth over time Future assessment adjustments may still be necessary $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 2027 2028 2029 2030 2031 Total Expenditures Assessable Expenditures Fees at 70% Funding Level Approach 3: Full Cost Recovery This approach funds 100% of assessable fire protection costs through the assessment Residential Rate: $853.09/year $71.09/month Non-Residential Rates: Commercial: $0.489/sq ft Industrial/Warehouse: $0.315/sq ft Institutional: $0.488/sq ft Additional Gross Revenue: $15,632,272 Approach 3: Full Cost Recovery Benefits: Fully funds assessable fire protection costs Significantly reduces reliance on general fund support Provides strongest long-term sustainability Better aligns the funding source with the cost of service Creates greater flexibility for other City services Considerations: Highest impact on property owners $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 2027 2028 2029 2030 2031 Total Expenditures Assessable Expenditures Fees at 100% Funding Level Recommendations With the rising service costs observed, it is evident that an update to the assessment is needed regardless of property tax impacts. Based on the analysis presented, staff recommends adopting a maximum funding level equal to 70% of the five-year average assessable Fire Budget. This will: Authorize a maximum net revenue collection of approximately $13,139,397 Provide the Commission with flexibility to incrementally adjust annual assessment rates in response to the phased implementation of the proposed homestead exemption while avoiding the need to undertake a full assessment rate adoption process each fiscal year Proposed Implementation Strategy Staff proposes the following phased approach: FY 27 45% Funding Level • Residential rate: $383.90/year ($31.99/month) • Projected additional gross revenue: $4,561,637 • Adopted by resolution at the August 18, 2026, public hearing FY 28 67% Funding Level • Residential rate: $ 571.57/year ($47.63/month) • Projected additional gross revenue: $ 8,989,891 • Does not exceed 70% maximum, can be adjusted through the TRIM notice process This recommendation balances affordability today with future flexibility Final Recommendation Staff recommends that the City Commission adopt the Amended and Restated Initial Assessment Resolution for the FY 2026-27 Fire Protection Assessments, establishing a maximum Fire Service Assessment funding level equal to 70% of the five-year average assessable Fire Budget, and schedule a public hearing on August 18, 2026, for adoption of the Final Assessment Resolution. Staff will proceed with notifying and educating property owners on the proposed changes ahead of the public hearing. Critical Events Schedule ScheduleEvent June 16, 2026Adopt Initial Assessment Resolution July 28, 2026Mail First Class Notices to Property Owners July 28, 2026Publish Notice of Public Hearing to Adopt Final Assessment Resolution August 18, 2026Public Hearing to Adopt Final Assessment Resolution By September 15, 2026Certify Fire Assessment Roll to Tax Collector Questions? Historical Demand Methodology 32 Program Development • Utilized net assessable budget - $20,128,428 • Cost Apportionment – Based on Fire Protection Call Data • Parcel Apportionment – Building/Property Uses • Calculate Rates – Rate per Billing Unit Parcel ApportionmentCategory Dwelling UnitResidential Square Footage Non-Residential Commercial Industrial/Warehouse Institutional Residential , 65.83% Commerci al, 19.95% Industrial/War… Institutional… Calendar Year 2024 Rate Per Billing Unit# Billing UnitsAllocation of Budget @ 40% % DemandCategory $298.0017,831$5,300,246 65.83%Residential $0.325,051,395$1,606,320 19.95%Commercial $0.074,294,917$264,241 3.28%Industrial/Warehouse $0.322,784,431$880,565 10.94%Institutional $8,051,371Gross Revenue $881,492Exemption Buy-Down $7,169,880Net Revenue $2,738,168Additional Revenue Demand Availability Methodology 33 Program Development • Utilized net assessable budget - $20,128,428 • Cost Apportionment - Split assessable budget between two components 1. Demand – all time associated with specific in-service activities – 25.72% 2. Availability – all non-demand related manhours where units remain available for call response – 74.28% • Parcel Apportionment 1. Demand – based on historical demand apportionment 2. Availability – availability budget ÷ Total EBUs = Rate per EBU – Determine average size residential dwelling unit in City – Create EBU Value based on average size residential dwelling unit • EBU = 2,423 sq. ft. – Assign all residential dwelling units 1 EBU – Assign all non-residential structures EBUs based on building square footage ÷ EBU Value • Rate Calculations • Demand Rate per Category • Availability Rate per EBU Dema nd, 25.72 % Availabili ty, … Residen… Commerci al, 19.95% Industrial/Ware… Institutional, … Demand Apportionment Demand + Availability = Total Demand-Availability -Funding @ 40% $20,128,428 Fire Assessable Budget – Approximately $3.1 Million additional revenue 34 TotalAvailabilityDemandCategory Per Dwelling UnitsPer Dwelling UnitPer Dwelling UnitResidential Category $341.24 $264.77 $76.47 Residential Per Square FootPer EBUPer Square FootNon-Residential Categories $0.196 $264.77 $0.087 Commercial $0.126 $264.77 $0.017 Industrial/Warehouse $0.195 $264.77 $0.086 Institutional $8,051,371 $5,980,336 $2,071,035 Estimated Assessable Budget $543,935 $306,713 $237,222 Estimated Exempt Buy-Down $250,773 $142,661 $108,112 Government $293,162 $164,052 $129,110 Institutional Tax Exempt $7,507,436 $5,673,623 $1,833,813 Estimated Net Revenue InstitutionalIndustrial/WarehouseCommercialSquare Footage $390.55$252.55$392.552,000 $585.82$378.82$588.823,000 $976.37$631.37$981.375,000 $1,952.75$1,262.75$1,962.7510,000 $3,905.49$2,525.49$3,925.4920,000 $19,527.45$12,627.45$19,627.45100,000 $29,291.18$18,941.18$29,441.18150,000 $39,054.91$25,254.91$39,254.91200,000 Demand-Availability -Funding @ 45% $20,128,428 Fire Assessable Budget – Approximately $4 Million additional revenue 35 TotalAvailabilityDemandCategory Per Dwelling UnitsPer Dwelling UnitPer Dwelling UnitResidential Category $383.90 $297.87 $86.03 Residential Per Square FootPer EBUPer Square FootNon-Residential Categories $0.220 $297.87 $0.097 Commercial $0.142 $297.87 $0.019 Industrial/Warehouse $0.220 $297.87 $0.097 Institutional $9,057,793 $6,727,878 $2,329,914 Estimated Assessable Budget $612,571 $345,052 $267,519 Estimated Exempt Buy-Down $282,389 $160,494 $121,895 Government $330,182 $184,558 $145,624 Institutional Tax Exempt $8,445,222 $6,382,826 $2,062,395 Estimated Net Revenue InstitutionalIndustrial/WarehouseCommercialSquare Footage $439.87$283.87$439.872,000 $659.80$425.80$659.803,000 $1,099.67$709.67$1,099.675,000 $2,199.34$1,419.34$2,199.3410,000 $4,398.68$2,838.68$4,398.6820,000 $21,993.39$14,193.39$21,993.39100,000 $32,990.08$21,290.08$32,990.08150,000 $43,986.77$28,386.77$43,986.77200,000 Demand-Availability -Funding @ 50% $20,128,428 Fire Assessable Budget – Approximately $4.9 Million additional revenue 36 TotalAvailabilityDemandCategory Per Dwelling UnitsPer Dwelling UnitPer Dwelling UnitResidential Category $426.55 $330.97 $95.58 Residential Per Square FootPer EBUPer Square FootNon-Residential Categories $0.245 $330.97 $0.108 Commercial $0.158 $330.97 $0.021 Industrial/Warehouse $0.245 $330.97 $0.108 Institutional $10,064,214 $7,475,420 $2,588,794 Estimated Assessable Budget $681,238 $383,391 $297,847 Estimated Exempt Buy-Down $314,035 $178,326 $135,709 Government $367,203 $205,065 $162,138 Institutional Tax Exempt $9,382,976 $7,092,029 $2,290,947 Estimated Net Revenue InstitutionalIndustrial/WarehouseCommercialSquare Footage $489.19$315.19$489.192,000 $733.78$472.78$733.783,000 $1,222.97$787.97$1,222.975,000 $2,445.93$1,575.93$2,445.9310,000 $4,891.86$3,151.86$4,891.8620,000 $24,459.32$15,759.32$24,459.32100,000 $36,688.98$23,638.98$36,688.98150,000 $48,918.63$31,518.63$48,918.63200,000