HomeMy WebLinkAboutItem F(12) First Reading - An Ordinance Relating to Road Impact Fees
AGENDA ITEM COVER SHEET
Meeting Date: January 18, 2005
Item # , 1.
Contact Name:
Contact Number:
Terry L. James
407 -905-3100/1018
Reviewed By:
Department Director:,Rl;)~~~r
City Manager: ~
--
Subject: Road Impact Fee
Background Summary:
The road impact fee ordinance was adopted in 1989, and then amended in its entirety in 1999. At
that time, a report was prepared concerning the fee methodology and costs. This report was
updated in November 2004 and forms the basis for the road impact fee update and increase.
Issue:
Should the Mayor & City Commissioners adopt an Ordinance to increase the Road Impact Fee?
Recommendations
Staff recommends the Mayor & City Commissioners adopt the ordinance to increase the Road
Impact Fee as depicted in Exhibit "A" of the attached Road Impact Fee Ordinance Amendment.
Attachments:
"The City of Ocoee Transportation Impact Fee Update Final Report November 2004"
Road Impact Fee PowerPoint slide presentation
Road Impact Fee Ordinance
Financial Impact:
Type of Item:
[8] Public Hearing
[8] Ordinance First Reading
D Ordinance First Reading
D Resolution
D Commission Approval
D Discussion & Direction
For Clerk's Deot Use:
D Consent Agenda
D Public Hearing
D Regular Agenda
D Original DocumenUContract Attached for Execution by City Clerk
D Original DocumenUContract Held by Department for Execution
Reviewed by City Attorney
Reviewed by Finance Dept.
o N/A
o N/A
Reviewed by
)
o N/A
City Manager
Robert Frank
"'enter of GOOd L .
~
Commissioners
Danny Howell. District 1
Scott Anderson. District 2
Rusty Johnson. District 3
Nancy J. Parker. District 4
Mayor
S. Scott Vandergrift
STAFF REPORT
TO:
The Honorable Mayor and City Commissioners
FROM:
Terry L. James, Principal Planner
THROUGH: Russ Wagner, Community Development Director
DATE:
January 6, 2005
RE:
Road Impact Fee Update
ISSUE
Should the Mayor & City Commissioners adopt an ordinance to increase the Road Impact Fee?
BACKGROUNDIDISCUSSION
The Road Impact Fee was initially adopted March 21,1989 and on June 15, 1999, was amended in its entirety.
The basis for the 1999 road impact fee was the "City of Ocoee Transportation Impact Fee Update" report dated
November 1998. This report was prepared by Renaissance Planning Group (RPG) as the City's transportation
consultant. This report was further updated by RPG in November 2004, and forms the basis again for the
proposed update and increase in the road impact fee. The updated report is entitled, "City ofOcoee
Transportation Impact Fee Update Final Report" and is dated November 2004.
The proposed road impact fee is approximately 113 percent greater than the City's current road impact fee;
however, the proposed fee will pay for only 44 percent of the total $163.5 million needed to serve the new
development within the City through 2025.
RECOMMENDATION
Based on the "City ofOcoee Transportation Impact Fee Update Final Report" dated November 2004, Staff
recommends the adoption of the ordinance to increase the road impact fee for the City of Ocoee.
Attachments:
"City ofOcoee Transportation Impact Fee Update Final Report" November 2004
Road Impact Fee PowerPoint slide presentation
Road Impact Fee Ordinance
CITY OF OCOEE TRANSPORTATION IMPACT FEE UPDATE
FINAL REPORT
Prepared for:
CITY OF OCOEE
Prepared by:
RENAISSANCE PLANNING GROUP
November 2004
RENAISSANCE PLANNING GROUP
City ofOcoee Transportation Impact Fee Final Report
INTRODUCTION
The City of Ocoee continues to experience rapid residential and commercial growth due to
its desirable location within the Orlando metropolitan area, availability of vacant land and
affordable housing, and excellent access to the region's limited access and arterial roadway
network. With such growth comes the challenge to ensure that the City is properly planning for
and funding needed long term transportation improvements.
This summary report documents revisions to the City's traffic impact fees (TIF) paid by
new development. Because impact fees are designed to compensate localities for the transportation
impacts created by new development, periodically updating the underlying assumptions used to
calculate the impact fee ensures a reasonable relationship, or nexus, between development impacts
and the corresponding impact fee levied. Doing so allows the City to capture as much revenue as
possible through trafflc impact fees to fund roadway projects in response to new growth while also
making the City's impact fees more legally defensible and less open to challenge.
The City's current TIF program was last evaluated in 1998. That process represented a
comprehensive update to the TIF program. By comparison, the analysis documented here
represents a summary update to the TIF program. As such, it should be emphasized that the
original report prepared in 1998 is still valid and forms the basis for this update.
RECOMMENDA TIONS
Based on the technical analysis documented in this report, it is recommended that the City
Commission adopted the revised TIF rate schedule shown in Table 1. The recommended TIF rates
are approximately 113 percent greater than the City's current TIF rate schedule as shown in Table
2. While this is a substantial increase, it is justified based on the underlying technical analysis
regarding the individual components of the TIF formula discussed below, particularly regarding the
rapidly increasing cost of constructing additional roadway capacity. While no one revenue source
will fully cover the impacts of new development on public infrastructure and facilities, the City's
relative lack of other revenues to fund its long-term transportation priorities makes fully applying
its TIF rates all the more important. Doing otherwise shortchanges available roadway revenues
paid by new development and shifts the burden of constructing roadway capacity to existing
residents and taxpayers through higher gas, sales, or other taxes. As discussed in this report, even
with the new recommended TIF rate schedule, new development will pay only approximately 44
percent of the total $163.5 million ofroadway improvements necessary through 2025.
RENAISSANCE PLANNING GROUP
City of Gcoee Transportation Impact Fee Final Report
TABLE 1: RECOMMENDED TRAFFIC IMPACT FEE RATE SCHEDULE
Vehicle Miles
Traveled Cost per Fufllmpact Credit per Net Impact
Land Use Unit (VMT) VMT Fee VMT (0%) Fee
RESIDENTIAL
Single Family Dwelling Unit 15.31 $276.14 $4,228.72 $16.99 $3,96860
Apartment Dwelling Unit 10.61 $27614 $2,929.61 $16.99 $2,749.41
CondominiumlT ownhouse Dwelling Unit 9.38 $276.14 $2,589.37 $16.99 $2,430.10
Mobile Home Dwelling Unit 770 $276.14 $2,125.41 $16.99 $1,994.67
Congregate Care Facility Dwelling Unit 3.44 $276.14 $950.03 $16.99 $891.59
LODGING
Hotel-Motel Occupied Room 13.29 $276. 14 $3,668.87 $16.99 $3,443.19
OFFICE
less than 100,000 SF 1,000 SF 24.44 $276.14 $6,74791 $16.99 $6,332.83
100,000 to 200,000 SF 1,000 SF 18.94 $276.14 $5,229.71 $16.99 $4,908.02
greater than 200,000 SF 1,000 SF 16.82 $276.14 $4,645.24 $16.99 $4,359.50
Medical-Dental 1,000 SF 50.50 $276.14 $13,945.45 $16.99 $13,087.64
Business Park 1,000 SF 17.80 $276.14 $4,914.64 $16.99 $4,612.33
RETAIL
less than 50,000 SF 1,000 SF GLA 35.73 $276 14 $9,865.21 $16.99 $9,258.39
49,999 to 100,000 SF 1,000 SF GLA 23.64 $276 14 $6,528.59 $16.99 $6,127.00
100,000 to 199,999 SF 1,000 SF GLA 24.93 $276 14 $6,884.82 $16.99 $6,461.32
200,000 to 299,999 SF 1,000 SF GLA 27.95 $276.14 $7,719.01 $16.99 $7,244.20
300,000 to 399,999 SF 1,000 SF GLA 28.45 $276.14 $7,855.29 $16.99 $7,372.09
400,000 to 499,999 SF 1,000 SF GLA 28.33 $276.14 $7,82239 $16.99 $7,34122
500,000 to 999,999 SF 1,000 SF GLA 31.01 $276.14 $8,561.97 $16.99 $8,035.31
1,000,000 to 1,250,000 SF 1,000 SF GLA 32.18 $276.14 $8,885.72 $16.99 $8,33914
greater than 1,250,000 SF 1,000 SF GLA 30.99 $276.14 $8,557.71 $16.99 $8,031.30
Restaurant, Quality 1,000 SF 108.74 $276.14 $30,025.77 $16.99 $28,178.82
Restaurant, High Turnover (Sit-Down) 1.000 SF 99.92 $276.14 $27,590.54 $16.99 $25,893.39
Restaurant, Fast Food 1,000 SF 106 05 $276.14 $29,284.23 $16.99 $27,482.90
Automobile Care Center 1,000 SF 16.34 $276.14 $4,510.79 $16.99 $4,233.32
Automobile Sales 1,000 SF 40.97 $276.14 $11,312.44 $16.99 $10,61659
Gas/Service Station (GSS) Fueling Position 2708 $276.14 $7,477.53 $16.99 $7,017.57
GSS wi Convenience Mart & car wash Fueling Position 73.18 $27614 $20,207.56 $16.99 $18,964.55
Self Service Car Wash Stall 23.13 $276.14 $6,388.01 $16.99 $5,995.08
Supermarket 1,000 SF 74.02 $276.14 $20,438.68 $16.99 $19,181.45
Convenience Market (Open 24 Hours) 1,000 SF 142.97 $276.14 $39,47834 $16.99 $37,049.94
Pharmacy/Drugstore 1,000 SF 3518 $276.14 $9,713.75 $16.99 $9,116.24
SERVICES
Drive-I n Bank 1,000 SF 40.10 $276 14 $11,07298 $16.99 $10,391.86
INSTITUTIONAL
Church (Weekday) 1,000 SF 13.66 $276.14 $3,771.89 $16.99 $3,539.87
Day Care Center 1,000 SF 34.23 $276 14 $9,452.02 $16.99 $8,870.61
MEDICAL
Hospital 1,000 SF 24.16 $276.14 $6,670.24 $16.99 $6,259.94
Nursing Home 1,000 SF 2.29 $276.14 $633.23 $1699 $594.28
RECREATIONAL
Golf Course Holes 71.94 $276.14 $19,865.00 $16.99 $18,643.07
Multipurpose Recreational Facility NA 6.53 $276.14 $1,803.67 $16.99 $1,692.73
Movie Theater w/matinee Per Screen 27.42 $276.14 $7,572.39 $16.99 $7,106.59
INDUSTRIAL
Light Industrial 1,000 SF 12.84 $276.14 $3,546.68 $16.99 $3,328.52
Manufacturing 1,000 SF 7.04 $276.14 $1,943.80 $16.99 $1,824.24
Warehousing 1,000 SF 9.14 $276.14 $2,523.89 $16.99 $2,368.64
Mini-Warehouse 1,000 SF 346 $276.14 $954.64 $1699 $895 91
PORT AND TERMINAL
Truck Terminal 1,000 SF 18.15 $276.14 $5,012.16 $16.99 $4,70386
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RENAISSANCE PLANNING GROUP
TABLE 2: COMPARISON OF TIF RATES
Land Use CateQorv 1 Unit Existina 1 Recommended 1 Increase
RESIDENTIAL
Sinale Familv Dwellina Unit $1,865.97 $3,968.60 $2,102.63
Aoartment Dwellina Unit $1,292.73 $2,749.41 $1,456.68
Condom iniumfT own house Dwellina Unit $1,142.59 $2,430.10 $1,287.50
Mobile Home DwellinQ Unit $937.86 $1,994.67 $1,056.81
Conareaate Care Facilitv Dwellina Unit New Cat. $891.59 NA
LODGING
Hotel-Motel Occuoied Room I $1,618.93 $3,443.191 $1,824.26
OFFICE
less than 100,000 SF 1,000 SF $2,977.60 $6,332.83 $3,355.24
100,000 to 200,000 SF 1,000 SF $2,307.67 $4,908.02 $2,600.35
areater than 200,000 SF 1,000 SF $2,049.77 $4,359.50 $2,309.74
Medical-Dental 1,000 SF $6,151.89 $13,087.64 $6,935.74
Business Park 1,000 SF New Cat. $4,612.33 NA
RETAIL
less than 50,000 SF 1,000 SF GLA $4,359.57 $9,258.39 $4,898.82
49,999 to 100,000 SF 1,000 SF GLA $2,885.07 $6,127.00 $3,241.93
100,000 to 199,999 SF 1,000 SF GLA $3,031.10 $6,461.32 $3,430.22
200,000 to 299,999 SF 1,000 SF GLA $3,404.55 $7,244.20 $3,839.64
300,000 to 399,999 SF 1,000 SF GLA $3,472.09 $7,372.09 $3,900.01
400,000 to 499,999 SF 1,000 SF GLA $3,450.15 $7,341.22 $3,891.07
500,000 to 999,999 SF 1,000 SF GLA $3,776.35 $8,035.31 $4,258.96
1,000,000 to 1,250,000 SF 1,000 SF GLA $3,920.93 $8,339.14 $4,418.21
areater than 1,250,000 SF 1,000 SF GLA $3,776.19 $8,031.30 $4,255.11
Restaurant, Quality 1,000 SF $13,249.23 $28,178.82 $14,929.60
Restaurant, HiQh Turnover (Sit-Down 1,000 SF $12,174.65 $25,893.39 $13,718.74
Restaurant, Fast Food 1,000 SF $12,922.02 $27,482.90 $14,560.88
Automobile Care Center 1,000 SF New Cat. $4,233.32 NA
Automobile Sales 1,000 SF $4,991.75 $10,616.59 $5,624.84
Gas/Service Station (GSS) pumo $3,299.55 $7,017.57 $3,718.02
GSS w/ Convenience Mart & car wast Puma New Cat. $18,964.55 NA
Self Service Car Wash Stall New Cat. $5,995.08 NA
Suoermarket 1,000 SF New Cat. $19,181.45 NA
Convenience Market (Open 24 Hours 1,000 SF New Cat. $37,049.94 NA
Pharmacv/Druastore 1,000 SF $4,286.31 $9,116.24 $4,829.93
SERVICES
Drive-In Bank 11,000 SF $4,886.081 $10,391.861 $5,505.78
INSTITUTIONAL
Church (Weekdav) 11,000 SF New Cat. 1 $3,539.87 NA
Dav Care Center 11,000 SF 1 $4,170.821 $8,870.611 $4,699.79
MEDICAL
Hosoital 11,000 SF 1 $2,943.321 $6,259.941 $3,316.62
Nursina Home 11,000 SF 1 $279.42T $594.281 $314.86
RECREA TlONAL
Golf Course Holes New Cat. $18,643.07 NA
Multiouroose Recreational Facilitv Acre New Cat. $1,692.73 NA
Movie Theater w/matinee Per Screen New Cat. $7,106.59 NA
INDUSTRIAL
Liaht Industrial 1,000 SF $1,565.01 $3,328.52 $1,763.50
Manufacturina 1,000 SF $857.73 $1,824.24 $966.51
Warehousina 1,000 SF $1,113.70 $2,368.64 $1,254.95
Mini-Warehouse 1,000 SF $387.54 $895.91 $508.37
PORT AND TERMINAL
Truck Terminal 11,000 SF I $2,211.68 $4,703.861 $2,492.18
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City of Ocoee Transportation Impact Fee Final Report
RENAISSANCE PLANNING GROUP
UPDATING THE TRAFFIC IMP ACT FEE
Ocoee's transportation impact fee (TIF) is calculated by estimating the amount of roadway
capacity a given development consumes, known as "demand," by the cost to replace that capacity,
"supply." An allowance, or "credit," is also factored into the impact fee equation to account for
developer contributions to roadway capacity projects through other revenue sources, such as
gasoline taxes, resulting in a net impact fee. Each development category's net impact fee is based
on vehicle miles of roadway consumed, reflecting the development's traffic impact.
The following sections document the process used to update the City's TIF rate schedule.
As discussed above, this methodology builds on the City's current TIF program, adopted in 1998.
Updates were made to each component of the TIF formula described above, as shown in the
following equation:
TIE = VMT X (cost per VMT - credit per VMT), where
VMT (vehicle miles of travel) = trip rate X average trip length X percent of new trips,
Cost per VMT = the average unit cost to construct roadway capacity to serve the VMT, and
Credit per VMT = other revenues which may be spent on roadway capacity expansion projects.
Updates to each component are described in more detail below.
VMT (DEMAND COMPONENT)
Vehicle miles of travel, or VMT, represents the "transportation demand" component of the
TIF formula. Transportation demand estimates the amount of roadway capacity different types of
land uses will consume. VMT components include the number of vehicle trips that are generated
by a given land use (trip rate), the average vehicle trip length, and the percentage of those trips that
are "new" trips attracted to the land use (not diverted from the existing traffic flow).
Trip rates for each land use category are derived from the ITE Trip Generation Handbook. As
with the original TIF ordinance, the most current edition available during the update process was
the 6th Edition. (The 7th Edition was recently released, subsequent to completion of the TIF update
work effort.) Therefore, no changes were made to land use trip rates.
While trip rates for most land uses are provided in the ITE Trip Generation Handbook, there is
no comprehensive published source for average trip length data. Unlike trip rates, trip lengths vary
greatly between jurisdictions depending on land use patterns, the roadway network, and other
factors. For this update, current land use trip lengths were strategically assessed for reasonableness
and were not substantially changed. For new categories added to the TIF rate schedule, trip lengths
were derived through comparison of trip length data for several adjacent/ similar jurisdictions.
In the current TIF ordinance adopted in 1998, trip lengths were discounted to include only
the portion of travel occurring on the City's roadway network. The portion of travel on county or
state roads was not included because, at that time, the City was funding capacity improvements
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RENAISSANCE PLANNING GROUP
City of Ocoee Transportation Impact Fee Final Report
only for City roads. Since that time, the City has funded major roadway improvements on county
roads, including the four laning of Maguire Road and Old Winter Garden Road. There are other
county roads, such as Ocoee-Apopka Road, for which funding responsibility for major
improvements will likely fall primarily or exclusively to the City. Accordingly, it was determined
appropriate to include the portion of travel on county roads in the calculation of trip lengths for
each land use.
As with trip lengths, there is no common reference for obtaining primary trip percentages-
the percentage of "new" trips attracted to a particular land use that are not diverted from the
existing traffic stream. A summary review of the current primary trip percentages was conducted;
this data also remained substantially unchanged.
COST PER VMT COMPONENT
Once an updated VMT, or new travel demand, is determined, it is necessary to update the
portion of the TIF formula concerning the cost to serve the new travel demand. This is perhaps the
most important aspect of the TIF formula because it provides the most direct linkage between the
cost of roadway improvements and the TIF rates charged to fund the implementation of roadway
projects. This component is also very important because the cost of roadway projects continues to
increase rapidly, particularly for ROW acquisition and roadway construction. Accordingly, great
care was taken to ensure that the updated cost component accurately captures the most current
cost data for roadway projects in Ocoee.
To do so, the five year Capital Improvement Programs (CIP) for Ocoee and Orange
County were reviewed to obtain cost information for projects fully funded for construction in the
Ocoee area. FDOT's five year work program and Metroplan's five year Transportation
Improvement Program were also reviewed. Additionally, project-to-date costs were obtained
from the City finance department regarding the four laning of Maguire Road, which was
substantially complete at that time and reviewed for comparison purposes.
The cost component of the TIF formula is expressed as an average cost per lane mile to
construct roadway capacity projects. This was calculated by determining the total cost of each
Ocoee-area roadway project, the new capacity added, and the cost per new capacity expressed in
lane miles. As shown in Table 3, this results in an average cost per lane mile of $2.33 million, an
approximately 29 percent increase above the $1.78 million noted in the current TIF ordinance.
The City's average cost per lane mile of roadway capacity compares favorably to that of other
jurisdictions, as shown in Table 4.
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RENAISSANCE PLANNING GROUP
City of Ocoec Transportation Impact Fee Final Report
CREDIT PER VMT COMPONENT
Recognizing that development pays other taxes and fees to fund the construction of
roadway projects, the credit component of the TIF formula avoids charging development twice to
fund the same improvements. Without credits in the fee structure, the City could be open to
potential legal challenge.
There are two local revenue sources that can potentially be used to fund capacity projects
on the City's roadway system: revenue from public utility franchise fees, including electricity,
telephone and propane gas, and revenue from Orange County generated by the local option
gasoline tax (LOGT).
Using the same methodology employed to develop the current TIF rate schedule, LOGT
and utility franchise fee revenues through 2025 were estimated at $96.94 million. Discussions with
City staff indicated that none of these revenues currently or are planned to be used for roadway
capacity projects. Most non-FOOT roadway projects in Ocoee are funded through TIF revenues or
through private developer contributions. However, in the event that these sources do not fully
fund roadway capacity improvements, the City has estimated that as much as $19.39 million (20
percent) of total eligible revenue could be allocated to such projects. This is consistent with the
current TIF ordinance. This dollar amount forms the basis for calculating impact fee credits.
As noted previously, the impact fees developed through this study are expressed as a
function of VMT. Accordingly, TIF credits must also be determined on a cost per VMT basis.
Assuming that up to $ 19.39 million in non- TIF revenues could be spent on roadway capacity
projects between now and the year 2025, and that an additional 1,141,452 VMT will be consumed
on the City's roadways, new development is assessed a credit of $16.99 per VMT consumed. This
credit is applied to the impact fee calculation.
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City of Ocoee Transportation Impact Fee Final Report
RENAISSANCE PLANNING GROUP
TABLE 3: AVERAGE COST PER LANE MILE OF NEW CAPACITY
Lane Capacity VMC Cost Per Lane
Jurisdiction Segment From To Total Cost Length Miles
Added Added Added Mile
Ocoee Maine Street Maauire End $8,929,525 1.24 2.48 19,400 24,056 $3,600,614.92
Ocoee Profesional Parkwav Maauire Rd Blackwood Ave $3,146,852 0.75 1.5 19,400 14,550 $2,097,901.33
Ocoee Old Winter Garden Blackwood Hempel $2,206,825 0.42 0.84 20,400 8,568 $2,627,172.62
Oranoe Apopka-Vineland SR 50 AD Mims $8,221,573 2.91 5.82 15,100 43,941 $1,412,641.41
OranQe Good Homes Rd Old Winter-Garden SR 50 $2,584,219 0.67 1.34 15,100 10,117 $1,928,521.64
TOTAL 11.98 89,400 101,232 $2,333,370.38
Sources
Ocoee: FY 2003-2007 CIP
Orange: FY 2003-2007 CIP
Note: Only Ocoee-area, capacity increasing projects used. Costs include DES, ROW, CST, and utilities relocation.
TABLE 4: COMPARISON OF AVERAGE COST PER LANE MILE OF NEW CAPACITY
Ocoee/OC CI Ps $2,333,370
FOOT $2,302,541
Metroplan LRTP $2,255,906
Maguire (s. of SR 50) $2,095,988
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City of Ocoec Transportation Impact Fec Final Report
LAND USE CATEGORIES
The land use categories contained in the current fee schedule were reviewed to ensure they
accurately and comprehensively reflected the types of development occurring in Ocoee. Based on
this review, several changes were made. A few land uses were deleted or folded into other
categories, such as quick lubrication vehicle stop (folded into auto care center), wholesale tire store
(folded into retail tire store), and walk in bank (folded into drive in bank). The following land uses
were added:
. Movie theater;
. Self service car wash;
. Congregate care facility;
. Church;
. Hospital;
. Supermarket, and
. Business park.
Changes were also made upon comparison of several similar land use categories. For example, the
category of congregate care facility was added after comparing six similar retirement categories.
TRANSPORT A TION MASTER PLAN LINKAGES
Although Ocoee's TIF ordinance is based on objective standards regarding the demand for
and cost of providing roadway capacity, rather than tied to a specific set of long-term roadway
improvements, there is still an important linkage between the TIF ordinance and the City's long
range transportation planning efforts. From a policy perspective, this linkage is most important in
considering the scope of the TIF rates in relation to the City's long-term roadway improvement
priorities as expressed in the City's Transportation Master Plan (TMP) and newly adopted 2020
Comprehensive Plan.
It is important to note that the TMP, which was used in preparing the current TIF
ordinance, is also the basis of the Comprehensive Plan's Transportation Element. Accordingly, the
City's official long-term transportation priorities have not substantially changed since adoption of
the current TIF ordinance in 1998. However, Metroplan Orlando has undertaken recent efforts to
update the regional traffic model and underlying socioeconomic data for its new Long Range
Transportation Plan.
The new regional traffic model was used to test the TMP's 2020 roadway improvement
priorities to determine if major changes were warranted in project priorities that could affect the
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City of Ococe Transportation Impact Fee Final Report
demand and cost component assumptions of the TIF. Although application of the new traffic model
has not yet received close scrutiny in the region, including Ocoee, review of traffic volume outputs
from the new model suggests that major revisions to the City's long-term transportation priorities
are unnecessary.
PROJECTIONS OF IMPACT FEE REVENUE
Using the 2025 socioeconomic data assumptions from Metroplan's new regional traffic
model, an analysis was undertaken to project how much revenue could be raised by the City's
updated transportation impact fee to pay for needed improvements over the next 20 years. It
should be noted that these growth assumptions are for the entire City-County Joint Planning Area
(JPA), rather than entirely within the City limits. However, using the growth projections does not
over-estimate potential revenues because most of the growth was assumed to occur inside the
City's portion of the JP A, and future annexations may occur to capture more of that growth within
Ocoee by 2025.
The amount of projected revenues that would be generated in five-year increments using
the recommended TIF rate schedule are shown in Table 5. The projected revenues are not
discounted to the net present value because it is assumed that impact fee revenues will be invested
at a rate at least equal to the discount rate until they are spent. These revenue projections are then
compared with the estimated capital improvement costs for City-funded transportation
improvements in the Transportation Master Plan, which are expected to be approximately $163.5
million in new capacity improvements (from 2000 to 2025).
As shown, even with the proposed significant increase, impact fee revenues are projected to
total approximately $71.4 million through 2025, or only 44 percent of the cost of the
transportation improvements included in the Transportation Master Plan. This indicates that other
revenue sources will need to be used to fund roadway projects, such as a larger portion of the gas
tax, and particularly through developer contributions.
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City of Ocoee Transportation Impact Fee Final Report
TABLE 5: PROJECTED TRAFFIC IMPACT FEE REVENUES - 2000 TO 2025
New Impact Unit of I 2005 -, 2015 I 2025
Develooment Fee Rate Measure I Amount Revenue Amount Revenue I Amount I Revenue
Imoact Fee Revenue Forecast
Single Family
Residential $3,969 Dwel/ina Unit 1,643 $6,520,414 4,929 $19,561,242 8,215 $32,602,071
Multi Family
Residential $2,749 Dwel/ino Unit 429 $1,178,946 1,286 $3,536,839 2,144 $5,894,731
Industrial $1,824 1000 SF 452 $824,719 1,356 $2,474,158 2,260 $4,123,597
Service $10,392 1000 SF 259 $2,694,271 778 $8,082,814 1,296 $13.471,356
Commercial $7,018 1000 SF 438 $3,070,470 1,313 $9,211,410 2,188 $15,352,349
Total $14,288,821 $42,866,462 $71,444,104
Transoortation Fundina Sources (millions of currentvear dollars)
2000-2005 2005-2025 TOTAL
Facilitv Cost $64.4 $99.1 $163.5
Estimated Impact
~ee Revenue $14.3 $57.2 $71.4 43.7%
Balance -$50.2 -$41.9 -$92.1
Notes:
1. Population and Employment forecasts for 2005 and 2015 are interpolated based on the adopted Metroplan 2000 and 2025
population and employment forecasts.
2. 2005 revenues are based on 2005 population and employment forecasts.
3. 2005 costs are based on transportation capacity projects funded through FY 2007108.
DISCOUNT FACTOR
In adopting or revising a TIF ordinance, some jurisdictions have opted to include an across-
the-board reduction in the proposed fee schedule through use of a "discount factor." This is an
arbitrary percentage that is applied to the rate schedule to reduce the actual fees paid by new
development. It is important to note that this is a policy issue, not a technical issue. There is no
basis in the technical analysis to reduce the TIF any more than is justified through the credit
component of the TIF formula.
While applying a discount factor may make a noticeable increase in impact fees more
politically feasible and perhaps reduce the incentive for a legal challenge, doing so also ultimately
shifts the burden of revenue collection for new roadway projects from new development to
existing residents and taxpayers. A summary review of other jurisdictions in the metropolitan
Orlando area indicated that most do not apply a discount factor, nor give other types of discounts,
such as to non-profit organizations.
Another approach is a phased implementation of a new rate increase. This approach was
used by Orange County in implementing its current TIF rate schedule. This is essentially the same
as applying a discount factor that decreases over time. While the effect of applying various discount
factors to the recommended new TIF rates was analyzed, this approach is not recommended for the
reasons stated above.
10
RENAISSANCE PLANNING GROUP
City of Ocoee Transportation Impact Fee Final Report
COMPARISON WITH OTHER JURISDICTIONS
Ocoee's current and recommended TIF rate schedules were compared with other
jurisdictions in the metropolitan Orlando area to put changes to the TIF rates in context. Ocoee's
current TIF rates were first compared with twelve other jurisdictions, both city and county, in the
greater Orlando metropolitan area (see Appendix). The highest fee for each common land use
category is highlighted as well as how Ocoee's TIF ranks among all of the jurisdictions. As shown,
Ocoee's €urrent TIF rates for most categories are generally in the midpoint of all jurisdictions.
Two caveats should be noted about this comparison. First, each jurisdiction uses different
assumptions in calculating its impact fees, and some jurisdictions, such as Orlando, Winter Garden,
and Orange County, have TIF rates that vary by geographic area, limiting a category-by-category
comparison to a certain extent. Second, each jurisdiction adopts and updates its TIF rates on a
different schedule, also limiting a side-by-side comparison.
For informational purposes, the recommended new TIF rate schedule was then compared
with the existing TIF rate schedules for the other twelve jurisdictions (also see Appendix). Because
this comparison reflects a higher rate schedule for Ocoee only, the recommended rate schedule
would place Ocoee first in most categories among the various jurisdictions, as expected.
Coincidentally, Orange County recently updated its TIF rate schedule. Accordingly, the
County's draft new TIF rates were compared with Ocoee's recommended new rates (Table 6). As
shown, the two TIF rate structures compare favorably, with Orange County's fees for many land
use categories being higher than the recommended rates for Ocoee.
11
City of Ocoee Transportation Impact Fee Final Report
RENAISSANCE PLANNING GROUP
TABLE 6: COMPARISON OF NEW TRAFFIC IMPACT FEES - OCOEE AND ORANGE
COUNTY
Proposed Fee (1)
Orange Difference (4)
Land Use Category (2) Unit Ocoee County (3) Absolute I Percent
RESIDENTIAL
Sinale Familv Dwellina Unit $3,968.60 $3,398.00 $570.60 17%
~partment Dwellina Unit $2,749.41 $2,382.00 $367.41 15%
Mobile Home Dwellina Unit $1,994.67 $1,773.00 $221.67 13%
LODGING
Hotel-Motel IOccuoied Room $3,443.19 $2,520.001 $923.19 37%
OFFICE
less than 100,000 SF 1,000 SF $6,332.83 $6,210.00 $122.83 2%
100,000 to 200,000 SF 1,000 SF $4,908.02 $4,822.00 $86.02 2%
areater than 200,000 SF 1,000 SF $4,359.50 $4,291.00 $68.50 2%
Medical-Dental 1,000 SF $13,087.64 $14,332.00 -$1,244.36 -9%
RETAIL
less than 50,000 SF 1,000 SF GLA $9,258.39 $12,281.00 -$3,022.61 -25%
49,999 to 100,000 SF 1,000 SF GLA $6,127.00 $12,540.00 -$6,413.00 -51%
100,000 to 199,999 SF 1,000 SF GLA $6,461.32 $11,279.00 -$4,817.68 -43%
200,000 to 299,999 SF 1,000 SF GLA $7,244.20 $10,288.00 -$3,043.80 -30%
300,000 to 399,999 SF 1,000 SF GLA $7,372.09 $9,600.00 -$2,227.91 -23%
400,000 to 499,999 SF 1,000 SF GLA $7,341.22 $9,072.00 -$1,730.78 -19%
500,000 to 999,999 SF 1,000 SF GLA $8,035.31 $7,940.00 $95.31 1%
1,000,000 to 1,250,000 SF 1,000 SF GLA $8,339.14 $7,248.00 $1,091.14 15%
areater than 1,250,000 SF 1,000 SF GLA $8,031.30 $6,934.00 $1,097.30 16%
Restaurant, Qualitv 1,000 SF $28,178.82 $11,867.00 $16,311.82 137%
Restaurant, Hiah Turnover (Sit-Down 1,000 SF $25,893.39 $16,330.00 $9,563.39 59%
Restaurant, Fast Food 1,000 SF $27,482.90 $25,152.00 $2,330.90 9%
Automobile Care Center 1,000 SF $4,233.32 $4,492.00 ,$258.68 -6%
Automobile Sales 1,000 SF $10,616.59 $5,684.00 $4,932.59 87%
Supermarket 1,000 SF $19,181.45 $12,092.00 $7,089.45 59%
PharmacvlDruastore 1,000 SF $9,116.24 $7,394.00 $1,722.24 23%
SERVICES
Drive-In Bank 11,000 SF $10,391.86 $23,153.00 -$12,761.14 -55%
INSTITUTIONAL
Dav Care Center 11,000 SF I $8,870.61 $6,566.00 $2,304.611 35%
MEDICAL
Hospital 11,000 SF I $6,259.94 $6,067.001 $192.94T 3%
Nursing Home 11,000 SF I $594.281 $2,106.001 -$1,511.721 -72%
INDUSTRIAL
Liaht Industrial 1,000 SF $3,328.52 $3,039.00 $289.52 10%
Manufacturina 1,000 SF $1,824.24 $1,662.00 $162.24 10%
Warehousina 1,000 SF $2,368.64 $2,158.00 $210.64 10%
Mini-Warehouse 1,000 SF $895.91 $869.00 $26.91 3%
Notes
1. Proposed fee shown is 100%; no discount factor applied.
2. Only land use categories common to both jurisdictions shown.
3. Orange County TIF schedule effective July 1, 2005.
4. Ocoee's proposed TIF rate as compared to Orange County's proposed TIF rate.
Land use categories shown in red are those for which the Orange County fee exceeds the
proposed Ocoee fee.
12
City of Ocoee Transportation Impact Fee Final Report
RENAISSANCE PLANNING GROUP
It is also important to note that, in addition to Orange County and Ocoee, several other
jurisdictions have already or are in the process of adopting revised impact fees for traffic and other
public facilities, many reflecting substantial increases. The most visible of these efforts were recent
actions by Lake County and Osceola County to substantially increase their school and road impact
fees, respectively, in response to dramatic residential growth in both areas. Both sets of fees are
currently the highest in Florida. Other areas in various stages of adopting traffic impact fee
increases include Winter Garden, Lee County, and Polk County. With the recent failure of the
"Mobility 20/20" sales tax initiative in Orange County, more pressure is placed on existing revenue
sources to shoulder the burden to increase roadway capacity to keep up with new growth.
CONCLUSION
This summary report documents updates to the various components comprising the City of
Ocoee's traffic impact fee, originally adopted in 1998. Based on current data, particularly
regarding the cost to construct roadway capacity, the recommended traffic impact fee rate schedule
is substantially higher than current fees. However, the increased fee is justified based on a detailed
roadway cost analysis, projections of new growth in Ocoee through 2025, and the resulting
demand and supply of the transportation network. The new rate schedule also includes revisions to
the land use categories, assessment of vehicle travel on roadways by jurisdictional responsibility,
and revenue projections. The new traffic impact fee rate schedule should more accurately reflect
the cost impacts of new development on roadway capacity and the cost to Ocoee to construct
roadway capacity projects. In this way, the City can continue to properly plan for and fund needed
long term transportation improvements to keep pace with new development.
13
TRAFFIC IMPACT FEE COMPARISON
RECOMMENDED CITY OF OCOEE T1F SCHEDULE
Land Use
City of Ocoee
Fee I Rank I
Next Highest
Fee I Rank I Jurisdiction
Next Lowest
Fee I Rank I Jurisdiction
RESIDENnAi:..i.i;OOGING::::::::::::::::: .':::::::: :':':':':'.:: : . .. .: :: .::' . ....: :: . ....:.::::::::::.:::::::::::.:..::::::::. '.:.:.: :. . ..:.:::::::.'.:::::::::::.:::.:::::.::::::::::::.:.'::::::::::::::.:. : : ::..
Sinale Familv $4228.72 1 NA NA NA $3,974.85 2 Winter Garden South
Aaartment $2,929.61 1 NA NA NA $2,791.12 2 Winter Garden South
CondominiumfTownhouse $2589.37 1 NA NA NA $1,475.00 2 Kissimmee
Mobile Home $2,125.41 1 NA NA NA $2,072.57 2 Winter Garden South
Hotel-Motel $3,668.87 2 $3,783.79 1 Winter Garden South $2,912.85 3 Winter Garden North
Ofi:'iCE:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: ...:.:.:..... ::::::::..... . :::::: ...::.:::'.: :::::::::::: ::::.:.:::::::".:.':::::::::: : :.::::::.' .' : :::::::::..'::::::::..:.:::::::::: :::::::::: .
less than 100000 SF $6,747.91 1 NA NA NA $6495.99 2 Winter Garden South
100,000 to 200,000 SF $5,229.71 1 NA NA NA $5,046.45 2 Winter Garden South
areater than 200,000 SF $4,645.24 1 NA NA NA $4,302.98 2 Winter Garden South
Medical-Dental Office Buildina $13945.45 3 $14,332.00 2 Oranae Counlv $11 552.28 4 Winter Garden North
COMMERCiAtiRETAll::::: ..... ..:..:.: :::::::::':.. . ........ ::.... .: :..:.:.:........:::...: .:: .::::::::':': ..::::.... ..:::::::::::::::::::..: ::::::::.... :.:::::::::: :::::::......::::::::::. -"<:::::::.:::::::::::
less than 50,000 SF $9865.21 4 $11 061.91 3 Winter Garden North $7,144.00 5 Orlando
49999 to 100,000 SF $6,528.59 4 $7,376.68 3 Winter Garden North $4,647.00 5 Orlando
100000 to 199,999 SF $6,884.82 3 $8,639.39 2 Winter Garden South $6,650.80 4 Winter Garden North
200000 to 299 999 SF $7,719.01 3 $8639.39 2 Winter Garden South $6650.80 4 Winter Garden North
300000 to 399,999 SF $7,855.29 3 $8,222.37 2 Winter Garden South $6,329.71 4 Winter Garden North
400,000 to 499999 SF $7,822.39 3 $8,222.37 2 Winter Garden South $6,329.71 4 Winter Garden North
500,000 to 999,999 SF $8,561.97 1 NA NA NA $7,940.00 2 Orange Counlv
1,000000 to 1,250,000 SF $8,885.72 1 NA NA NA $7248.00 2 Oranae County
areaterthan 1,250000 SF $8,557.71 1 NA NA NA $6,934.00 2 Oranae County
Convenience Market w/Gas Pumas $20 058.66 3 $42,285.18 2 Winter Garden North $17,976.00 4 Kissimmee
Gasoline/Service Station $7,471.53 3 $9658.11 2 Winter Garden North $4,812.43 4 Altamonte Sorinas
Restaurant. Fast Food $29,284.23 4 $33,054.00 3 Kissimmee $25152.00 5 Oranae Countv
Restaurant, Hiah Tumover (Sit-Down) $27,590.54 1 NA NA NA $19,265.48 2 Winter Garden South
Restaurant Qualitv $30,025.77 1 NA NA NA $19265.48 2 Winter Garden South
New Car Sales $11.312.44 1 NA NA NA $6,096.00 2 Kissimmee
Pharmacv/Druastore $9,113.75 2 $11,969.91 1 Winter Garden South $9,214.71 3 Winter Garden North
Quick Lubrication Vehicle Shoo $1,714.45 5 $3584.00 4 Mount Dora $1,506.00 6 Oviedo
Wholesale Tire Store $2 303.90 1 NA NA NA NA NA NA
Drive-In Bank $6533.31 10 $6,693.64 9 Aoooka $5047.87 11 Altamonte Sorinas
Walk-In Bank $11,072.98 4 $23,153.00 3 Oranae CourliV $10,792.00 5 Orlando
NS'JiiilnoNAi;:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: ....::::::::..::::::::. .....:: :.'::: . ........:.: : .:.:-:::::::::::::::::::::::::::::::::::::::::::::::::....:::::::::.:.:..:::::::-:: ..: ::
DavCarecenter................-y '$9,452'.oii' '1.' '1'" NAI NA INA I $6,566.001 2 IOrangeCounlv
Hosoital I $6670.241 1 I NAI NA INA I $6,067.001 2 IOranae Countv
Nursina Home I $633.231 1 I NAI NA INA I $264.001 2 IKissimmee
INDustRiAL::::: .::: :.:....:::: . .....:.:.:::::.::.:.::::.........::::.::. :::.:::::... :: :.:.:.:':::::::.:.::::::::::::::: ........ :.::::::::::::::::::::::::': :::::::::::':'.:..:::::::::::::::::::.:'. : :::::.'. ......... .'.
Liaht Industrial $3 546.68 1 NA
Manufacturina $1,943.80 1 NA
Mini-Warehouse $954.64 2 $1 038.36
Warehousina $2,523.89 1 NA
Truck Terminal $5,012.16 1 NA
NA NA $3,039.00 2 Oranae County
NA NA $1,662.00 2 Oranae County
1 Winter Garden South $869.00 3 Oranae Countv
NA NA $2158.00 2 Oranae Coun tv
NA NA NA NA NA
NOTE: "NA" signifies either that no jurisdiction has a higher fee for a given category (when Ocoee's fee is ranked fll'Sl) or that no other jurisdiction's fee schedule includes the land use category.
City of Oco.. City of City of City of City of City of City of City of I City of Winter Garden Orange Seminole
Rank Altamonte Apopka Casselberry Kissimmee Mount Dora Orlando Oviedo South of North of County County
Land Use Unit Impact Fee IOutof121 Sprtngs Turnpike Turnpike
R8&/dentla/tLadgiiJg '. . .:......:.....:...: ....... . '..:. .... '.: :.::.::..
Single Family Detached Dwellino ""--"$"(865.'9"'; ---------sGiiii $607.17 $1,103.35 $709.40 $2,990.00 $2,189.00 $1,192 $1,201 53,174.85 $3,059.93 $3,398 $1,185
Multi-Family Dwellin9 $1,292.73 Sixth $420.64 $669.23 $491.83 $1,691.00 $1,408.00 $807 $832 $2,711.12 $2,148.67 $2,382 $792
Condominium Dwellin9 $1,142.59 Second $371. 79 $642.25 $434.12 $1,475.00 NA NA $735 NA NA NA $662
Mobile Home Part< Dwellin9 $937.86 Fifth NA $527.88 $357.00 $1,054.00 $859.00 $600 $603 $2,072.57 $1,595.51 $1,773 $65
Hotel Room $1,618.93 Fourth $565.93 $997.11 $673.14 $1,544.00 $1,446.00 $1,243 $795 $3,783.71 $2,912.85 $2,520 $829
Motel Room $1,618.93 Fourth $565.93 $997.11 $46M8 $1,064.00 $774.00 $1,243 $674 $3,713.71 $2,912.85 $2,520 $827
_l/ttAiMljl . .... .... .::" . '. :.............:... ::.>:.::.. . .....::.....:....:...... ........... .
Hospital 1 1,0000.t. $2,943.32 Fifth $1,064.61 $2,251.83 $1,285.50 $3,405.00 $2,444.001 $2,147 $1,622 $4,962.37 $3,820.15 $I,ot7 $1,867
Day Care Center 1 1,0000.t. $4,170.82 Ei hth $2,011.46 $2,516.27 $1,457.10 $5,502.00 $4,507.001 $3,651 $5,000 $6,268.01 $4,825.261 $lMI $5,68
Nursing Home 1 Bed $279.42 (A) Second $165.69 NA $200.72 $264.00 $242.001 NA $245 NA NA $2,1UIIAII $244
ltusfijlrJ . '.: .....:..:: . ." .....:::.:.... . . .
.'.
Light Industrial 1,0000.t. $1,565.01 Fourth $442.21 $940.16 $534.73 $1,624.00 $2,157.00 $892 NA NA NA 53,038 NA
Manufacturing 1,0000.t. $857.73 Seventh $242.36 $519.00 $292.65 $890.00 $1,182.00 $493 $441 $1,586.61 $1,221.41 $1,M2 $881
Warehousing 1,0000.1. $1,113.70 Sixth $314.69 $658.80 $191.52 $1,155.00 $1,636.00 $624 $450 $2,080.11 $1,585.92 $2,158 $66
Mini-Warehouse 1,0000.1. $387.54 Sixth $158.61 $351.67 $516.35 $582.00 . $290.00 $334 $32 (B) $1,038.38 $799.35 $869 $30
Truck Terminal 1,0000.t. $2,211.58 First NA NA NA NA NA NA NA NA NA NA NA
ofil~f '" .. :::::: :.....:: :.. . ...::..:..
Office, 100,000 of or leoo 1,0000.t. $2,977.60 Sixth $988.47 $2,201.36 $1,195.10 $3,694.00 $3,790.00 $2,128 $1,532 $I,4te.I' $5,000.76 $6,210 $2,59
Office, 100,001-200,000 of 1,0000.1. $2,307.67 Fourth $766.42 $1,672.78 $925.44 (E) $2,110.00 $1,626 $1,395 $1,048.41 $3,884.87 $4,822 $2,164
Office, more than 200,000 sf 1,000 oJ $2,049.77 Fifth $520 to $653 $1,556.59 $865.68 (E) $2,110.00 $1,378 $1,305 $4 30UI $3,312.53 $4,291 $1,916
Office, MedicaVOental-l00,OOO of or ieoo 1,0000.1. $6,151.89 Sixth $2,292.27 NA $2,768.65 $8,033.00 $6,717.00 NA $3,492 $11,008.41 $11,552.28 $14,332 $4,272
Office, MedicaVOental-l00,001.200,000 of 1,0000.t. $6,151.89 Sixth $2,292.27 NA $2,768.65 $8,033.00 $6,717.00 NA $3,492 $11,008.41 $11,552.28 $14,332 $4,272
Office, MedicaVOental- more than 200,000 of 1,0000.1. $6,151.89 Sixth $2,292.27 NA $2,768.65 $8,033.00 $6,717.00 NA $3,492 $11,008.41 $11,552.28 $14,332 $4,272
~iimiiij;i;j,i.VRiil;jli::...' : ..::......:. .......:.. .::: .:. ". "':'. ....... :....:.:.... ..':.' ::.. ..:' .....: .':
Auto Sales, New Cars 1,oood. $4,991.75 Fourth NA $1.764.79 $1,220.13 $1,018.00 $5,742.00 NA NA NA NA $5,684 NA
Wholesale Tire Store Bay(s) $1,011.12 First NA NA NA NA NA NA NA NA NA NA NA
Bank (Orive-Thru) 1,000 0.1. $4,886.08 Eleventh $5,047.87 $6,693.64 $4,334.54 $22,514.00 $12,207.00 $10,792 $10,000 . $34,728.74 $26,733.44 $23,153 $9,68
Bank (Walk-In) 1,0000.1. $2,882.90 Tenth $5,047.87 $6,693.64 $2,557.21 NA $8,202.00 $10,792 $7,858 $34.728.74 $26,733.44 $23,153 $7,121
Convenience Store w/Gas Pumps 1,0000.1. $8,851.12 (C) Tenth $16,631.22 NA $10,019.44 $17,976.00 $14,834.00 NA $17,000 (C) $14,128.41 $42,285.18 NA NA
Drua Store/Pharmacv 1,0000.t. $4,286.31 Fifth $2,914.07 NA $2,069.98 $2,862.00 $3,915.00 NA $5,653 $11 88U1 $9,214.71 $7,394 NA
Gas Station No Convenience Mart Pump $3,299.55 Seventh $4,812.43 $4,281.42 $3,994.40 $3,480.00 $2,080.00 $2,597 $3,000 $12.141.58 $9,658.11 NA $2,69
Gas Station w/Convenience Store Pump $3,299.55 Fifth $5,060.51 $4,281.42 NA NA $2,080.00 $2,597 $3,000 S12,MUI $9,658.11 NA $2,699
Quick Lube Center Bay(o) $783.00 Sixth NA NA NA $4,116.00 $3,584.00 NA $1,506 $1,422.74 $4,174.55 NA N.A
Restaurant, Fast Food 1,000 s.l. $12,922.02 Ninth $16,367.69 $8,006.81 $11,794.73 $33,054.00 $17,706.00 $11,259 $16,000 $85,",.41 $50,761.73 $25,152 $15,852
Restaurant, High-Turnover 1,000d. $12,174.65 Fifth $4,300.10 $8,006.81 $4,287.04 $13,765.00 $11,422.00 $11,259 NA $11,211.48 $14,831.01 $16,330 NA
Restaurant, Quality 1,000d. $13,249.23 Third $2,967.58 $8,006.81 $3,721.67 $10,382.00 $8,731.00 $11,259 $5,646 $11.281.4' $14,831.01 $11,867 $12,193
Retail, 50,000 sf or less 1,000 oJ. $4,359.57 Seventh $2,713.99 $4,533.42 $2,329.94 (E) $2,816.00 $7,144 $3,836 $14,311.42 $11,061.91 $12,281 $5,753
Retail, 50,001-100,000 of 1,0000.1. $2,885.07 Eiohth $2,076.02 $3,023.28 $1,832.49 (E) $2,177.00 $4,647 $4,500 $9,582.31 $7,376.66 $12,140 $3,062
Retail, 100,001-200,000 sf 1,000 s.l. $3,031.10 Seventh $2,262.61 $3,014.45 $1,754.67 (E) $2,177.00 $4,414 $3,400 $8,639.39 $6,650.80 $11,271 $3,062
Retail, 200,001-300,000 of 1,0000.t. $3,404.55 Fifth $2,307.56 $2,980.74 $1,633.82 (E) $2,171.00 $4,325 $3,400 $8,639.39 $6,650.80 $10,_ $3,062
Retail, 300,001-400,000 sf 1,000 oJ. $3,472.09 Fifth $2,046.52 $2,567.78 $1,818.19 (E) $2,171.00 $3,818 $3,000 $8,222.37 $6,329.77 ",800 $2,619
Retail, 400,001-500,000 sf 1,0000.1. $3,450.15 Fifth $1,870.46 $2,338.36 $1,806.95 (E) $2,171.00 $3,475 $3,000 $8,222.37 $6,329.77 ".072 $2,61
Retail, 500,001-1,000,000 of 1,000 sJ $3,776.35 Fourth $1,706.16 $2,207.98 $1,610.83 (E) $2,385.00 $3,231 $2,900 $7,223.82 $5,561.06 $7.1140 $2,600
Retail, 1,000,001-1,250,000 of 1,000 s.l. $3,920.93 Fourth $1,476.45 $2,032.16 $1,545.46 (E) $2,385.00 $2,925 $2,885 $6,039.58 $4,849.41 $7248 $2,694
Retail, more than 1,250,000 of 1,0000.1. $3,776.19 Fourth $1,332.04 $1,997.02 $1,507.67 (E) $2,385.00 $2,773 $2,813 $6,039.58 $4,649.41 $1,134 $2,748
Traffic Impact Fee Comparison
Existing City of Ocoee TIF Schedule
Notes:
Ocoee: Currently adopted fee schedule A. Unit is per 1,000 square feet
Altamonte Springs: 2002 Update fee scheduie B. Unit is per storaae unit
Apopka: Fee schedule effective for 2004 C. Unit is per pump
Casselberrv: Fee schedule effective 1/1/01 D. Tourist retail for Orange County
Kissimmee: Fee schedule effective 5/1/05 (75% rate) E. Fee is calculated by formula for specific square footage
Mount Dora: Fee schedule effective 4/13/04 (uses Lake County TIF rates)
Orlando: Fee schedule effective 1997; excludes special plan areas and activity centers
Oviedo: Fee schedule effective 9117/01
Winter Garden: Fee schedule effective 1111/04
Orange County: 100% fee schedule (with three percent indexing increase) effective 7/1/05
Seminole County: No effective date provided; fees shown for South Central district as "average" fees countywide
No TIF rate schedule provided by Winter Springs. Osceola County calculates fees bv auto trip by district ~ methodolooy is not comparable for comparison purposes.
,
Fee Reductions
Potential
Two methods
- Across-the-board discount factor
o
- Phase-in of rates over time
Policy decision, not technically based
Advantages: fee increase more palatable,
less incentive for legal scrutiny
Disadvantages: reduced revenue collection,
burden of difference falls to existing
community
.
.
o
r
ORDINANCE NO.
AN ORDINANCE OF THE CITY OF OCOEE, FLORIDA
RELATING TO ROAD IMPACT FEES; AMENDING
SECTION 87-2 OF ARTICLE I OF CHAPTER 87 OF THE
CODE OF ORDINANCES OF THE CITY OF OCOEE
RELATING TO INTENT, PURPOSE AND BASIS;
AMENDING SECTION 87-5 OF ARTICLE I OF CHAPTER
87 OF THE CODE OF ORDINANCES OF THE CITY OF
OCOEE RELATING TO ALTERNATIVE FEE
CALCULATIONS; PROVIDING FOR REVIEW DEPOSITS
TO BE ESTABLISHED BY RESOLUTION; AMENDING
SECTION 87-9 OF THE CODE OF ORDINANCES OF THE
CITY OF OCOEE RELATING TO EXEMPTIONS;
LIMITING THE EXEMPTION FOR BUILDINGS OWNED
BY CERTAIN ORGANIZATIONS; REPEALING SECTION
87-14 OF ARTICLE I OF CHAPTER 87 OF THE CODE OF
ORDINANCES OF THE CITY OF OCOEE RELATING TO
SCHEDULED FEES; ADOPTING A NEW SECTION 87-14
ESTABLISHING A REVISED ROAD IMPACT FEE
SCHEDULE OF FEES WHICH SCHEDULE INCREASES
THE ROAD IMPACT FEES PAYABLE TO THE CITY;
PROVIDING FOR SEVERABILITY; PROVIDING FOR
CODIFICATION; PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City Commission of the City of Ocoee has the authority to adopt
this Ordinance pursuant to Article VIII of the Constitution of the State of Florida and Chapter
166, Florida Statutes; and
WHEREAS, the City Commission of the City of Ocoee desires to adopt a revised Road
Impact Fee Schedule of Fees; provided, however, that the existing fees shall apply to any new
buildings for which a building permit application has been submitted to the City on or prior to
the effective date of this Ordinance and for which a building permit is issued within ninety (90)
days from the date of adoption of this Ordinance; and
006.330515.3
WHEREAS, the City has conducted an update to that certain City of Ocoee
Transportation Impact Fee Update, dated November 1998, and according to this update has made
a determination as to the necessary impact fees.
NOW THEREFORE, BE IT ENACTED BY THE CITY COMMISSION OF THE
CITY OF OCOEE, FLORIDA, AS FOLLOWS:
SECTION 1.
Authoritv. The City Commission of Ocoee has the authority to
adopt this Ordinance pursuant to Article VIII of the Constitution of the State of Florida and
Chapter 166, Florida Statutes.
SECTION 2.
The existing Section 87-2 of Article I of Chapter 87 of the Code of
Ordinances of the City of Ocoee, Florida is hereby amended to read as follows (with deletions
stricken and additions underlined):
006.330515.3
~ 87-2. Intent; purpose; basis.
A.
This article is intended to implement and be consistent with the City of Ocoee
Comprehensive Plan and Ocoee Transportation Master Plan.
B.
The purpose of this article is to ensure that new development pays a fair share of
the anticipated costs of needed city road system improvements necessary to serve
new development.
C.
This article is based on an inventory of facility costs and capacity, an estimate of
transportation demand, an analysis of projected credits for developer contributions
and the development of an impact fee schedule contained in a report entitled "City
of Ocoee Transportation Impact Fee Update" dated November 1998. as uodated
bv that certain City of Ocoee Transoortation Imoact Fee Uodate Final Reoort
oublished November. 2004.
D.
The intent of the City Commission is to periodically revise this article to adjust
the fee schedule to reflect changes in growth patterns in the City of Ocoee and
changes in cost of constructing new roadway facilities.
-2-
SECTION 3. The existing Section 87-5 of Article I of Chapter 87 of the Code of
Ordinances of the City of Ocoee, Florida is hereby amended to read as follows (with deletions
stricken and additions underlined):
~ 87-5. Alternative fee calculation.
A. In the event that an applicant believes the impact of his new building on the
roadway network will be less than that derived utilizing the Schedule of Fees in S
87-14, the applicant may submit an alternative road impact fee calculation to the
Development Review Committee. The Development Review Committee shall
review the data, information and assumptions used by the applicant as part of the
alternative road impact fee calculation methodology to determine whether the
requirements of this section are satisfied. If the Development Review Committee
finds that the requirements of this section are satisfied, it shall review the results
of the study and determine the applicant's alternative road impact fee for
recommendation to the City Commission. If the Development Review Committee
finds the requirements of this section are not satisfied, it shall recommend to the
City Commission the Road Impact Fee Schedule set forth in S 87-14 for the
applicant. The decision of the City Commission as to the use of an alternative
road impact fee or the Road Impact Fee Schedule shall be final and binding on the
applicant.
B. The alternative road impact fee calculations shall be based on data, information or
assumptions contained in the City of Ocoee Transportation Impact Fee Update,
dated November 1998. as uodated bv that certain Citv of Ocoee Transoortation
Imoact Fee Uodate Final Reoort oublished November. 2004. and shall be
compatible with assumptions used for development of a standards-driven impact
fee calculation, provided that:
(1)
The independent source is an accepted standard source of transportation
engineering or planning data;
(2)
The independent source is a local study carried out by a qualified traffic
planner possessing membership in the American Institute of Certified
Planners or a professional engineer licensed by the State of Florida
pursuant to an accepted methodology of transportation planning or
engmeenng; or
(3)
If a prior applicant submitted during a prior approval process a traffic
impact study consistent with the criteria required by this section and if that
study is determined by the Development Review Committee to still be
valid, the traffic impacts of the new building shall be presumed to be as
006.330515.3
-3-
described in such prior study. There shall be a rebuttable presumption that
a traffic impact study which is more than two years old is invalid.
C. The trip length, diversion and capture factor used in the alternative road impact
fee calculation shall be based on actual surveys conducted in the City of Ocoee or
Orange County or based on professional studies, including commonly used
references. For the purposes of the alternative road impact fee calculation, the
diversion and capture factor shall be the percentage of average daily trips that a
proposed use will generate that constitute new or additional trips added to
roadways identified within the Ocoee Transportation Master Plan. Those trips that
do not represent additional trip ends shall not be counted as new or additional
trips.
D. The new building shall be presumed to generate the maximum number of average
daily trips to be generated by the most intensive use permitted under the
applicable land development regulations, such as the Comprehensive Plan or
zoning regulations, or under applicable deed or plat restrictions.
E. The cost of the city review of the alternative road impact fee calculation shall be
paid by the applicant. Upon submittal of the alternative road impact fee
calculation by the applicant, the city shall collect a review deoosit from the
aoolicant. such review deoosit shall from time to time be established bv the City
Commission bv resolution flat fee of $500 and a review deposit of $1,000 from
the applieant. Section 1-12 of Article I of the Land Development Code (Chapter
180 of the Code of Ordinances of the City), as it may from time to time be
amended, shall be followed when collecting review fees and deposits under this
section.
SECTION 4. The existing Section 87-9 of Article I of Chapter 87 of the Code of
Ordinances of the City of Ocoee, Florida is hereby amended to read as follows (with deletions
stricken and additions underlined):
~ 87-9. Exemptions.
The following shall be exempt from payment of the road impact fee:
A.
Those buildings which have been issued a certificate of occupancy prior to March
21, 1989; provided that the foregoing shall not create an exemption from this
article as it relates to increases in the square footage of any such building
footprint.
006.330515.3
-4-
B. Publicly owned and operated buildings used for general governmental purposes,
including public schools, libraries, community centers, and similar tax supported
structures.
C. Buildings owned by a fraternal, benevolent, charitable, eleemosynary,
philanthropic, altruistic, civic, community, veteran, educational or other nonprofit
organization for which a buildim! oermit aoolication has been submitted to the
City on or orior to the effective date of this Ordinance and for which a buildinl.!
oermit is issued within ninety (90) davs from the date of adootion of this
Ordinance: orovided. however. that the forel.!oinl.! shall not create an exemotion
from this article as it relates to increases in the SQuare footal.!e of any such
buildinl.! footorint.
D. Additions to or expansions of single-family residential buildings.
SECTION 5.
The existing Section 87-14 of Article I of Chapter 87 of the Code
of Ordinances of the City of Ocoee, Florida is hereby repealed in its entirety and the following is
hereby adopted in lieu thereof:
~ 87-14. Schedule of Fees.
The road impact fees shall be as follows:
See Exhibit "A" attached hereto and by this reference made
a part of this Ordinance.
Notwithstanding the foregoing, the fees in place immediately prior to the adoption of this
Ordinance shall apply to any new buildings for which a building permit application has been
submitted to the City on or prior to the effective date of this Ordinance and for which a building
permit is issued within ninety (90) days from the date of adoption of this Ordinance.
SECTION 6.
Severability. If any section, subsection, sentence, clause, phrase
or portion of this Ordinance is for any reason held invalid or unconstitutional by any court of
competent jurisdiction, such portion shall be deemed a separate, distinct and independent
provision and such holding shall not affect the validity of the remaining portion hereto.
SECTION 7.
Codification. It is the intention of the City Commission of the
City that the provisions of this Ordinance shall become and be made a part of the Code of
006.330515.3
-5-
Ordinances of the City; and that sections of this Ordinance may be renumbered or relettered and
the word "ordinance" may be changed to "chapter", "section", "article", or such other appropriate
word or phrase in order to accomplish such intentions; and regardless of whether such inclusion
in the Code is accomplished, sections of this Ordinance may be renumbered or relettered and the
correction of typographical errors which do not affect the intent may be authorized by the City
Manager, without need of public hearing, by filing a corrected or recodified copy of same with
the City Clerk.
SECTION 8.
Effective Date. This Ordinance shall become effective
immediately upon passage and adoption.
PASSED AND ADOPTED this _ day of
,2005.
APPROVED:
ATTEST:
CITY OF OCOEE, FLORIDA
Beth Eikenberry, City Clerk
S. Scott Vandergrift, Mayor
(SEAL)
ADVERTISED , 2005
AND , 2005
READ FIRST TIME ,2005
READ SECOND TIME AND ADOPTED
, 2005
UNDER AGENDA ITEM NO.
FOR USE AND RELIANCE ONLY BY
THE CITY OF OCOEE, FLORIDA;
APPROVED AS TO FORM AND LEGALITY
this _ day of ,2005.
FOLEY & LARDNER LLP
By:
City Attorney
006.330515.3
-6-
Exhibit "A"
City of Ocoee
Road Impact Fee
Schedule of Fees
Land Use
RESIDENTIAL
Single Family
Apartment
CondominiumlTownhouse
__ __ _n ______ __ ________..____n___________
Mobile Home
_Q()l1g~egate Care Facility
LODGING
Hotel-Motel
________________ n___________________________________________________
OFFICE
less than 100,000 SF
100,000 to 200,000 SF
g_r~()!~Uh?!l200,000 SF
Medical-Dental
Business Park
RETAIL
less than 50,000 SF
49,999 to 100,000 SF
100,000 to 199,999 SF
200,000 to 299,999 SF
300,000 to 399,999 SF
-- --------------------...-----------.. ---- ----
400,000 to 499,999 SF
_~00,QO~t()_~~~,99_9Sf_____ .. ________ _
1,000,000 to 1,250,000 SF
greater than 1,250,000 SF
Restaurant, Quality__ ______
Restaurant, High Turnover (Sit-Down)
Restaurant, Fast Food
Automobile Care Center
Automobile Sales
Gas/Service Station (GSS)
GSS w/ Convenience Mart & car wash
Self Service Car Wash
SupermarkeL____ n m
Convenience Market (Open 24 Hours)
Pharrnac:y/DrugstClr~
SERVICES
Drive-In Bank
INSTITUTIONAL
------------
Church (Weekday)
Day Care Center
MEDICAL
Hospital
Nursing Home
RECREATIONAL
-- -- ---------
Golf Course
Multipurpose Recreational Facility
Movie Theater w/matinee
- - ___.._________n___n____....__
INDUSTRIAL
Light Industrial
Man ufacturLn.9______
Warehousing
Mini-Warehouse
PORT AND TERMINAL
Truck Terminal
Unit of Measure
Dwelling Unit
g"".ellin.9 lJl1it
Dwelling Unit
Dwelling Unit
Dwelling Unit
Occupied Room
1,000 SF
1,000 SF
1,000 SF
1,000 SF
1,000 SF
__ __ ______ - __ _n _____n_ _ _ ___ ________n_
1,000 SF GLA
1,000 SF GLA
1 , 9_o.Q ~F C3hA
1,000 SF GLA
1,000 SF GLA
1,000 SF GLA
_ ..1,QOOSF GLA.
1,000 SF GLA
1,000 SF GLA
1,000 SF
1,000 SF
1,000 SF
1,000 SF
1,000 SF
. f.LJ~ir1g!'..o~ti()n.
Fueling Position
Stall
1,000 SF
1,000 SF
1,000 SF
1,000 SF
1,000 SF
1,000 SF
1,000 SF
1,000 SF
Holes
NA
Per Screen
1,000 SF
1,000 SF
1,000 SF
1,000 SF
1,000 SF
. N~!lmP!.~f~~__
$3,968.6
$2,749.41
- -------..------
$2,430.10
$1,994.67
$891.59
$3,443.19
$6,332.83
$4,908.02
$4,359.50
. _ ____t13,087.~4
$4,612.33
$9,258.39
$6,127.00
~6-,-~.l~2
$7,244.20
$7,372.09
$7,341.22
$8,035.31
$8,339.14
$8,031.30
$28,178.82
--------
$25,893.39
$27,482.90
$4,233.32
--------
$10,616.59
$7,017.57
$18,964.55
$5,995.08
$19,181.45
. . ___$37,049.94
$9,116.24
$10,391.86
$3,539.87
$8,870.61
$6,259.94
$594.28
$18,643.07
$1,692.73
$7,106.59
-------------
$3,328.52
$1,8?4.24
$2,368.64
----
$895.91
$4,703.86