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Ordinance 2013-63 ORDINANCE NO. 2013 - 63 AN ORDINANCE OF THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY, FLORIDA, AMENDING CHAPTER 74 OF THE COLLIER COUNTY CODE OF LAWS AND ORDINANCES (THE COLLIER COUNTY CONSOLIDATED IMPACT FEE ORDINANCE) BY PROVIDING FOR AN AMENDMENT TO THE "IMPACT FEE PROGRAM FOR EXISTING COMMERCIAL REDEVELOPMENT" TO INCLUDE WATER AND WASTEWATER IMPACT FEES AS ELIGIBLE FEES FOR PROGRAM PARTICIPATION; PROVIDING FOR A CLARIFICATION ON EXEMPTION REQUIREMENTS FOR "ADULTS-ONLY COMMUNITIES" FOR THE PURPOSES OF ASSESSING EDUCATIONAL FACILITIES IMPACT FEES; PROVIDING FOR THE REMOVAL OF AN OBSOLETE REFERENCE TO REFUND PROVISIONS; PROVIDING FOR INCLUSION OF LANGUAGE PARTIALLY MISSING RELATED TO REIMBURSEMENT AGREEMENTS FOR DEVELOPMENTS UNABLE TO COMMENCE; PROVIDING UPDATED REFERENCE TO THE FORMER GOODLAND WATER DISTRICT; PROVIDING FOR CONFLICT AND SEVERABILITY; PROVIDING FOR INCLUSION IN THE COLLIER COUNTY CODE OF LAWS AND ORDINANCES; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, Collier County has used impact fees as a funding source for growth-related capital improvements for transportation since 1985; and WHEREAS, on March 13, 2001, the Board of County Commissioners (Board) adopted Ordinance No. 2001-13, the Collier County Consolidated Impact Fee Ordinance, repealing and superseding all of the County's then existing impact fee regulations, and consolidating all of the County's impact fee regulations into that one Ordinance, codified in Chapter 74 of the Collier County Code of Laws and Ordinances (the "Code"); and WHEREAS, Collier County uses impact fees to supplement the funding of necessary capital improvements required to provide public facilities to serve new population and related development that is necessitated by growth in Collier County; and WHEREAS, based on guidance and direction provided by the Board of County Commissioners at the regular meeting of the Board of County Commissioners on May 28, 2013 and the workshop held on June 4, 2013, provisions have been drafted to implement changes, including an expansion of the impact fees eligible for the "Impact Fee Program for Existing Underlined text is added;Struck-threugh text is deleted Page 1 of 13 Commercial Redevelopment" thereby providing programmatic improvements and overall benefit to the residents and businesses of Collier County; and WHEREAS, the proposed changes maintain the fairness and equity of the Impact Fee Program. NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF COLLIER COUNTY,FLORIDA, that: SECTION ONE. Article I, General, Section 74-108, General definitions, of the Collier County Code of Laws and Ordinances is hereby amended to read as follows: Sec. 74-108. General definitions. When used in this chapter, the following terms shall have the following meanings, unless the context clearly indicates otherwise. Terms contained in article III or the rate schedules supercede these general definitions to the extent of any conflict(s). Access improvements shall mean improvements designed and constructed to provide safe and adequate ingress and/or egress to and/or from the respective development, which include, but are not limited to, rights-of-way, easements, paving of adjacent or connecting roadways, turn lanes, deceleration and/or acceleration lanes, traffic control devices, signage and markings, drainage facilities, and utility facilities. An access improvement is a site related improvement. Accessory building or structure shall mean a detached, subordinate structure, the use of which is clearly indicated and related to the use of the principal building or use of the land and which is located on the same lot as the principal building. Plumbing in the accessory building or structure may render same to be subject to water and/or sewer impact fees. Adult only community shall mean a community or development, or specific part(s) thereof, in which all residents must be older than 18 years of age as evidenced by permanent age restrictions recorded in the land records of the county, which restrictions shall run with the such geographic areas, an effective planned unit development document restricts the occupation/residency of the subject property to persons older than 18 years of age or the type of licensing through the State of Florida restricts the occupation/residency of the subject property to persons older than 18 years of age. *** Underlined text is added;Stfaek-threugh text is deleted Page 2 of 13 SECTION TWO. Article II, Impact Fees, Section 74-201, Imposition of impact fees, of the Collier County Code of Laws and Ordinances is hereby amended to read as follows: *** (c) Change of size or use. Impact fees shall be imposed and calculated for net increase, alteration, expansion, or replacement of a use or a building, or part of a building (including dwelling unit), and each accessory or non-accessory building, provided such net increase, alteration, expansion, or replacement of the use, building, or part thereof or therein, by applying this chapter results in: (1) a net increase in the number of dwelling units; (2) a net increase in the size or square footage of a building; (3) a net increase in the size of the use; or(4) intensification of the use so as to constitute an expansion of the same use category or result in a change to a higher impact fee land use category; or (5) otherwise create additional demand or additional impacts on any of the public facilities. The impact fee imposed under the applicable impact fee rate shall be calculated as follows: (1) If the impact fee is calculated based on land use and not square footage, such as a golf course, the impact fee imposed shall be the impact fee due under the applicable impact fee rate for the impact fee land use category resulting from the alteration, expansion or replacement minus the impact fee that would be imposed under the applicable impact fee rate for the impact fee land use category immediately prior to the new alteration, expansion or replacement. (2) In the event only the square footage of a use or building is increased, the impact fee shall be calculated only for the net increased square footage. (3) The impact fee imposed for any accessory buildings shall be that applicable under the impact fee rate for the land use for the primary building unless the accessory building has its own impact fee rate. (4) If proposed changes to a lawfully existing building or then permitted use are deemed to create any additional impact on one or more public facilities,then the impact fee that will be due and payable to the county for such proposed changes will be determined by the net increase in demand on those public facilities any lawfully existing building or land use that is expanded, replaced, or changed shall be required to pay impact fees based on the new or net additional demand placed upon one or more public facilities by applying the then applicable impact fee rate schedule. Therefore, impact fees will be assessed only for the net increase in square footage, number of unit(s), intensification of land use, or any other change resulting in increased available capacity. The burden of verifying the previous lawful land use, units and square footage, as applicable, shall be on the applicant. Any proposed changes under this section which would Underlined text is added;Stfuelk-through text is deleted Page 3 of 13 result in lower net impacts upon one or more public facilities are not entitled to a downward adjustment, off-set, or credit against any previously paid impact fees. (5) Impact Fee Program for Existing Commercial Redevelopment. Proposed developments which meet the criteria set forth below shall not be assessed additional impact fees related to changes of use within the existing buildings, - . - ., . . - - .. _ -- . - -- - - - are exempt from this program. This program will officially sunset two years from the date of adoption unless continued by a resolution of the Board of County Commissioners prior to this date. a. Development is proposed within a lawfully existing building which has had a Certificate of Occupancy issued for at least 3 years. Impact fees for the existing building must have been paid the then applicable impact fees at time of construction; and b. Proposed development is solely within the existing building and does not include the addition of any new square footage. c. Demolition and reconstruction projects are not eligible for this program. d. For the purposes of water and wastewater impact fees, projects that require an existing meter to be upsized are not eligible for this program. (d) Exemptions. The following development or change in use shall be exempted from paying additional impact fees: (1) Alteration, expansion or replacement of a building, structure, dwelling unit, or use provided the respective alteration, expansion or replacement: (1) will not create any additional net increase in the size or square footage of the respective development, including number of dwelling units, (2) will not result in a net increase of the intensity of use(s); or (3) will not otherwise create any additional net demand of the respective public facility. _. . . . .' . _ , ., .. . . . ., . - . _ .. . - at the time of the submittal of an application to the county for Underlined text is added;Struseugh text is deleted Page 4 of 13 (2) New building(s) or addition to a building(s) or an accessory building or structure that will not create additional net demand upon the public facility for which the exemption is sought over and above the then existing development impacts deemed to be created by the then lawful existing building(s), structures or uses. (3) Construction or expansion of publicly owned residential housing; however this exemption shall not apply to the applicable impact fees for water and/or sewer public facilities, or for the applicable impact fees for educational public facilities. (4) Lots, pads, sites, foundations or spaces for a single mobile home, recreational vehicle, travel trailer, or park model, when the applicable impact fee has been previously paid, or if the then existing development was not subject to the impact fee because the county's original applicable impact fee ordinance had not then become effective. (5) An "adults only community" shall be exempt from the educational facilities impact fee only if: (i) evidence of permanent age restrictions, which require all residents of the adults only community to be older than 18 years of age, are recorded in the land records of Collier County and run with the specified geographic area, er—(ii) an effective planned unit development document restricts the occupation/residency of the subject property to persons older than 18 years of age or (iii) the type of licensing through the State of Florida restricts the occupation/residency of the subject property to persons older than 18 years of age. *** SECTION THREE. Article II, Impact Fees, Section 74-202, Payment, of the Collier County Code of Laws and Ordinances is hereby amended to read as follows: *** (h) In the event a building permit issued for a development: (i) expires prior to commencement of any part of the development for which the building permit was issued, (ii) is officially cancelled, (iii) is revised after payment of impact fees and the permit's revision results in a reduction in the impact fees applicable for the development, or (iv) results in the impact fees being overpaid due to an incorrect application of the rate schedule, calculation error(s), or prior payment within the same subject property, the then current owner/ sant may, within four years of payment, apply for a reimbursement of a portion of or the entire impact fee, depending on the basis for the request for reimbursement. All such requests for Underlined text is added;ugh text is deleted Page 5 of 13 reimbursement shall be calculated by applying the impact fee rate schedule that was in effect on the date of the respective building permit application. Failure to make timely application for a reimbursement of the impact fee shall waive any right to a reimbursement. (1) The application for reimbursement shall be filed with the county manager and shall contain the following: a. The name and address of the applicant owner; b. The location of the property upon which the respective development was authorized by the respective building permit; c. The date the impact fee was paid; d. A copy of the receipt of payment for the impact fee; and e. The date the building permit was issued and the date of expiration, cancellation or approval of the revision, as applicable; f. Payment of a non-refundable "impact fee reimbursement processing fee" equal to two percent of the total impact fees requested to be reimbursed, except that the minimum processing fee shall be $25.00 and the maximum processing fee will not exceed $500.00. Reimbursement requests which are determined to arise from either an incorrect application of the rate schedule or a calculation error by county staff will not be required to pay the "impact fee reimbursement processing fee". g. If the request is due to a revision to the building permit, a copy of the approved revision including original and revised square footage, number of units, date of approval of the revision, and an explanation of the nature of the revision (change of size, use, etc.). h. If the request is due to an overpayment, receipts from previous payments, corresponding building permit numbers, and evidence of the current square footage (area) and uses of existing structures must be included in the application. (2) After verifying that the building permit has expired or was cancelled before the development had commenced or was revised and thereby required a reduction in the impact fee assessed for the development, the county manager shall forward the request for reimbursement of the impact fee to the appropriate division staff for further processing as set forth below. (3) If a building permit is subsequently issued for a development on the same property, which was previously approved for a reimbursement, then the impact fee in effect at that time must be paid. (4) After verifying all information relating to the request for reimbursement, staff shall forward the request to the applicable division administrator for approval. The division administrator shall approve or deny the request and Underlined text is added;Struck thfet+gh text is deleted Page 6 of 13 forward all approved requests to the clerk of the circuit court's finance department for processing. (5) All reimbursement requests totaling $25,000.00 or more, cannot be approved administratively and must be submitted to board of county commissioners. phased (delayed) occupancy, the board and the applicant may enter into an• . . . :, . - , . • •- .. - -- . • . . .. . •- . . . . •., .occupancy, the impact fees applicable to that portion of the development represented by such building shall be paid prior to the issuance of a building pecmit. ( The impact fee shall be paid in addition to all other fees, charges and assessments due for the issuance of a building permit. (10 Q In the event a development is a mixed use development, the county manager shall calculate each impact fee based upon each separate impact fee land use category included in the proposed mixed use development as set forth in the applicable rate schedule. (l (k) In the event a development involves a land use not contemplated under the impact fee land use categories set forth in the rate schedules in appendix A, the county manager shall calculate the appropriate impact fees utilizing the methodologies contained in the impact fees adopted by_section 74-106. The county manager shall utilize as standards in his determination the impact fee rate calculation variables applicable to the most similar land use categories in the applicable impact fee rate schedules. •(m) - •- Road Impact Fees. SECTION FOUR. Article II, Impact Fees, Section 74-203, Use of funds, of the Collier County Code of Laws and Ordinances is hereby amended to read as follows: *** (g) Failure to file a timely petition for a refund upon becoming eligible to do so shall be deemed to have waived any claim for a refund, and the county shall be entitled Underlined text is added;Struck through text is deleted Page 7 of 13 to retain and apply the impact fee for growth necessitated capital improvements and additions to the respective public facilities. All refunds not specifically addressed herein or in other sections shall follow the procedure(s) set forth in the Collier County Administrative Procedures Manual for Road Impact Fees. *** SECTION FIVE. Article II, Impact Fees, Section 74-205, Developer contribution credit, of the Collier County Code of Laws and Ordinances is hereby amended to read as follows: *** (f) Upon approval of a plan for the dedication or contribution, a developer contribution agreement shall be entered into between the county and the owner. A nonrefundable processing, review and audit fee of$2,500.00 shall be due once the voluntary plan has been approved and prior to the preparation of a contribution agreement by the county attorney. The processing, review and audit fee shall be returned to the applicant if either the county manager, the authorized division or department administrator, or the board determines the proposed plan is not acceptable. The processing, review and audit fee shall become non-refundable when the board authorizes the county attorney to prepare a contribution agreement. The contribution agreement shall, at a minimum, provide for and include, but not be limited to: (1) Identification of the parties including a representation from the owner or owners disclosing who are the record owners of the real property described in the contribution agreement. If requested by the county attorney, the applicant or owner shall provide to the county attorney, at no cost to the county, an attorney's opinion identifying the record owner, his authority to enter into the contribution agreement and identify any lien holders having a lien or encumbrance on the real property that is the subject of the agreement. Said opinion shall specifically describe each of the recorded instruments under which the record owner holds title, each lien or encumbrance, and cite appropriate recording information and incorporate by reference a copy of all such referenced instruments. (2) A finding that the contributions and dedications contemplated by the agreement are consistent with the comprehensive plan. (3) A legal description of all lands included in the development subject to the agreement. (4) Impact fee credits shall run with the land in perpetuity, interest free, until used or assigned. Underlined text is added;Str-uek-threegh text is deleted Page 8 of 13 (5) A graphic drawing or rendering and a legal description of the dedication or contribution to be made pursuant to the agreement. (6) An acknowledgement that the dedications or contributions contemplated under the agreement shall be construed and characterized as work done and property rights acquired by a highway or road agency for the improvement of a road within the boundaries of a right-of-way, or by the county, a utility, or other persons or entities engaged in the distribution and transmission of water and/or collection or transmission of sewerage for the purpose of constructing or installing on established rights-of-way, mains, pipes, cables, utility infrastructure or the like. (7) An acknowledgement that the contribution agreement shall not be construed and characterized as a development agreement under the Florida Local Government Development Agreement Act, as then amended, or otherwise. (8) Adoption of the approved time schedule for completion of the plan. (9) Determination of the dollar value amount of credit based upon the standard of valuation as set forth in section 74-205(b)(1) and(2). (10) A written appraisal for any land dedication. (11) The initial professional opinion of probable construction costs, if any, provided by a professional engineer or professional architect, as appropriate. (12) A requirement that the owner keeps or provides for retention of adequate records and supporting documentation that concern or reflect total project cost of the improvements to be contributed. This information shall be available to the county, or its duty authorized agent or representative, for audit, inspection or copying, for a minimum of five years after the termination of the contribution agreement. (13) A requirement that the credit for impact fees for the specific public facility identified in the contribution agreement shall run with the land of the subject development and shall be reduced by the entire amount of the impact fee for that public facility due for each building permit issued thereon until the development project is either completed or the credits are exhausted or are no longer available, or have been assigned by operation of or pursuant to an assignment agreement with the county. The foregoing reduction in the impact fee credit shall be calculated based on the amount of the impact fees for that public facility in effect at the time of the building permit is issued application. The credit shall specify the specific type of public facility impact fee to which it shall apply (e.g., roads, sewer, water, etc.) and shall not apply to any other type of public facility impact fee. Underlined text is added;Strualk-through text is deleted Page 9 of 13 (14) That the burdens of the contribution agreement shall be binding upon, and the benefits of the agreement shall inure to, all successors in interest to the parties to the contribution agreement. (15) An acknowledgment that the failure of the contribution agreement to address any permit, condition, term, or restriction shall not relieve either the applicant or owner, or their successors, of the necessity of complying with any law, ordinances, rule or regulation governing said permitting requirements, conditions, terms or restrictions. (16) Compliance with the then applicable risk management guidelines which may be established by the county's risk management department from time to time, including but not limited to insurance and indemnification language acceptable to the county for any contribution or dedication. (17) Annual examination and audit of compliance performed by an independent auditor to determine compliance with, and performance under, the contribution agreement, including whether or not there has been demonstrated good faith compliance with the terms of the contribution agreement and to report the credit applied toward payment of impact fees and the balance of available and unused credit. If the board finds, on the basis of substantial competent evidence, that there has been a failure to comply with the terms of the contribution agreement, the agreement may be revoked or modified by the county. (18) A provision that mandates modification or revocation of the contribution agreement as may thereafter be necessary to comply with then-applicable and relevant state and federal laws, if state or federal laws are enacted after the execution of the contribution agreement which are applicable to and which preclude the parties' compliance with the terms of the contribution agreement. (19) Amendment or cancellation by mutual consent of the parties to the contribution agreement or by their successors in interest. (20) Recording of the contribution agreement in the official records within 14 days after the county enters into the contribution agreement. All costs of recording and conveyance shall be paid by the applicant or owner. (21) The ability to file an action for injunctive relief in the circuit court of the county to enforce the terms of the contribution agreement, said remedy being cumulative with any and all other remedies available to the parties for enforcement of the agreement. (22) An acknowledgment that the contribution agreement shall not be construed or characterized as a development agreement under the Florida Local Government Development Agreement Act. (g) Any developer contribution credit granted from the specific type of public facility impact fee shall only be for those dedications or contributions made to Underlined text is added;Struslk-threngh text is deleted Page 10 of 13 accommodate growth, within the respective impact fee district where the development is located, or an adjacent district (for the purposes of road impact fees), and for the same type of public facility impact fee for which the dedications or contribution has been made. (h) All road impact fee credits shall be awarded on an annual basis from an allocation established each fiscal year of the county based upon the recommended annual budget threshold amount as established in the budget of the transportation services division. No road impact fee credits greater than this annual allocated sum shall be allowed in any fiscal year. The balance of any annual unexpended road impact fee credits may be carried over from one fiscal year to the next fiscal year, subject to the allocation limit each fiscal year, until expended. Should Developer be unable to commence Development as originally contemplated in the contribution agreement, the parties may enter into a reimbursement agreement., subject to annual appropriation, provided such agreement for reimbursement shall not be for a period in excess of seven years from the date of recording the contribution agreement in the official records of the county, and shall provide for a forfeiture of any remaining reimbursement balance at the end of such time period. *** SECTION SIX. Article III, Special Requirements for Specific Types of Impact Fees, Section 74-303, Special requirements for Water impact fee and/or sewer impact fee, of the Collier County Code of Laws and Ordinances is hereby amended to read as follows: *** (c) Limitation on Applicability. Notwithstanding the general applicability provisions set forth in this chapter, water and sewer impact fees shall be limited as follows: (1) The imposition of water and sewer impact fees shall not apply within the geographic areas expressly excluded by this chapter for purposes of the water and/or sewer service, development shall include only development on lands within the county water sewer district, exclusive of lands encompassed by the geographic areas described hereunder subject to the following condition: the imposition and collection of water and sewer impact fees on geographic areas within the county water sewer district shall not take place until such time when connection to the regional water and/or sewer system is anticipated within a ten-year period as identified by Underlined text is added;Struslk-Hxeugh text is deleted Page 11 of 13 the most current county Public Utilities Water and Wastewater Master Plan Updates and the Annual Update and Inventory Report. Lands within the county generally excluded from the generally applicable definition of "development" as it relates to the water and/or sewer service include (the exclusions set forth below are not all-inclusive) lands lying within the excluded areas which are either required to connect or request connection to the regional water system, or which otherwise create a growth necessitated demand upon the regional water system shall be subject to the imposition of impact fees in accordance with this chapter in the same manner as if said lands were not within the excluded geographic area: a. Those areas lying within the boundaries of the former Marco Water and Sewer District. Exclusion of the Marco Water and Sewer District recognizes that this area is not presently planned to be served by treatment capabilities of the regional water and/or regional sewer systems. b. Those areas lying within the boundaries of the former Goodland Water District. Exclusion of the Goodland Water District recognizes that this area is not presently planned to be served by the treatment capabilities of the regional water and/or regional sewer systems *** SECTION SEVEN: CONFLICT AND SEVERABILITY. In the event this Ordinance conflicts with any other ordinance of Collier County or other applicable law, the more restrictive shall apply. If any phrase or portion of the Ordinance is 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. SECTION EIGHT: INCLUSION IN THE CODE OF LAWS AND ORDINANCES. The provisions of this Ordinance shall become and be made a part of the Code of Laws and Ordinances of Collier County, Florida. The sections of the Ordinances may be renumbered or relettered to accomplish such, and the word "ordinance" may be changed to "section," "article," or any other appropriate word. Underlined text is added;Struck-threugh text is deleted Page 12 of 13 SECTION NINE: EFFECTIVE DATE. This Ordinance shall become effective on December 1, 2013. PASSED AND DULY ADOPTED by the Board of County Commissioners of Collier County, Florida, this i Zkhday of y-e sr ,i ar-, 2013. AT, 'T'v. ^, BOARD OF COUNTY OMMISSIONERS DWI-IT ' BIZOel<4 CLERK CO IE' COUNTY, LORIDA I B Af= Ilt.16. , By: I, A `Attest • +.ChaiC D a.- epu i∎ I er • I ' FA • . HILLER, ESQ. signature on1y. CHAIRWOMAN if Approi edR. 4form and legality: 4 Ill I r 1 `ice, _ Jeffrey 7 ri atzkow County ttts ey '1 \ i This ordinance filed with the Secretory of State's Office th; 1 doy of . 'M [—" 1.3 and acknowledgement of that filin received this ill__ day of ► ► ' By__ Ay. __..__. . _ _� __ e Underlined text is added;Stwsk-through text is deleted 2 Page 13 of 13 1 FLORIDA DEPARTMENT OfSTATE r ' RICK SCOTT KEN DETZNER Governor Secretary of State November 21, 2013 Honorable Dwight E. Brock Clerk of the Circuit Court Collier County Post Office Box 413044 Naples,Florida 34101-3044 Attention: Martha Vergara, Deputy Clerk Dear Mr. Brock: Pursuant to the provisions of Section 125.66, Florida Statutes,this will acknowledge receipt of your electronic copy of Collier County Ordinance No. 2013-63, which was filed in this office on November 21, 2013. Sincerely, Liz Cloud Program Administrator LC/elr Enclosure R. A. Gray Building • 500 South Bronough Street • Tallahassee, Florida 32399-0250 Telephone: (850) 245-6270 • Facsimile: (850) 488-9879 www.dos.state.fl.us