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CCPC Agenda 11/19/2009 R CP-2008-3 Revised Staff Report CCPC November 19, 2009 GMPA Petition CP-2008-3 revised staff report and petitioners re-submitted packet in response to the October 19, 2009 CCPC Meeting Co~! County "'--- - Memorandum _._--_._------_.._-----_.__.__.__._------_._-~-_...__..---..----.------.---.. TO; Leo E. Ochs, Jr. County Manager Heidi Ashton-Cicko, Section Chief, Land Use/Transportation, CAO Joe Schmitt, Administrator, CDES Patricia Morgan, Clerk of Courts, Minutes & Records CC; Randy Cohen, AICP, Director, Comprehensive Planning Department David Weeks, AICP, Pianning Manager, Comprehensive Pianning Department FROM; Leslie Persia, Senior Planner, Comprehensive Planning Department DATE; 16 November 2009 RE: GMPA CP-200B-3, Golden Gate Parkway Mixed Use Subdistrict, Revised Staff Report & Resubmittal Packet ---------_.~-_._---_.-_._---~-_._--- .---.'--.------.-...-..-- Enclosed are the REVISED Staff Report and Petitioners' resubmittal packet for GMPA CP-2008-3, which is Agenda Item 9A for 19 November 2009 CCPC hearing. The Petitioners' responses (in the resubmittal packet) reference the first Staff Report (for the 19 October hearing). The REVISED Staff Report is in response to the petitioners' revised subdistrict language and the revised Commerciai Needs Anaiyses; Office Study and Retaii Study. Regards, 0- (L---- Leslie Persia Senior Planner Comprehensive Planning CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) c c :ou.:nty STAFF REPORT COLLIER COUNTY PLANNING COMMISSION (REVISED 12 NOVEMBER 2009) TO: COLLIER COUNTY PLANNING COMMISSION COMMUNITY DEVELOPMENT & ENVIRONMENTAL SERVICES DIVISION, COMPREHENSIVE PLANNING DEPARTMENT HEARING DATE: OCTOBER 19, 2009 (CONTINUED TO NOVEMBER 19, 2009) FROM: RE: PETITION CP-2008-3, GOLDEN GATE PARKWAY MIXED USE SUBDISTRICT GROWTH MANAGEMENT PLAN AMENDMENT [TRANSMITTAL HEARING] Coordinator: Leslie Persia, Senior Planner AGENT/APPLICANT: Agent: Robert Mulhere, AICP RWA, Inc. 6610 Willow Park Drive Naples, FL 34109 Applicants: Rick Evanchyk Goodwill Industries of Southwest Florida 4940 Bayline Road North Fort Myers, FL 33917 Scott Jones Naples Christian Academy Association, Inc. 3161 Santa Barbara Boulevard Naples, FL 34116 Owners: Goodwill Industries of Southwest Florida 4940 Bayline Road North Fort Myers, FL 33917 Naples Christian Academy Association, Inc. 3161 Santa Barbara Boulevard Naples, FL 34116 GEOGRAPHIC LOCATION: The subject site is located at the southwest corner of Golden Gate Parkway and Santa Barbara Boulevard, within the Golden Gate Planning Community in Section 29, Township 49 South, Range 26 East, Collier County Florida. The site is 20.71:1: acres, with 17.16", acres of -1- --"--~ _.._-_._""---~~ -..-.....-.....-. ...., ..,._.~-_._, CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) developable land remaining, and inciudes the Naples Christian Academy and a church. (See aerial and zoning maps below.) .- .-- '.'^,.,'", ..".,.. U[ il' RMF.{j 'I , "I <II ,-(- Pro sed (;.4 ~Il~"r-'pu~-\ Pro" !$ite ,_~j _ _ _'- ,------ -- CPUD EN GATE Pj{Y , to'- PVD I. -'TT --~. ,- . ; ;:l i ~ , -0; J L 29THPLSW 1- -__ -'~ , 11 , P'!I?- , '" H', , 0 q > > " .' < .' ~ , E '" . , " < " ," . . . --_, . , ' ",i ' , ' " I"!! ..., ...: ~ I :;:;: '. O::iG::,',- , ~ ,RSF-3 ! , . , " ~ . . . > < , , , -> o o ,,. I I *' Hi' i :I:! i' h, I' "'i. - . " , . 31,..rPL N "--------... .-..; '" ,_" lu I -.... ----------..-.-j NOTE: Over the years, the site and developabie acreages of the subject site have diminished due to conveyances, as well as right-of-way easement takings. REQUESTED ACTION: The applicant seeks to amend the Golden Gate Area Master Plan (GGAMP) and Golden Gate Area Master Plan Future Land Use Map and Map Series by: 1. Amending Policy 1.1.2 to create the Golden Gate Parkway Mixed-Use Subdistrict within the Estates-Mixed Use District; 2. Amending Policy 5.2.3 to allow the subject request - the creation of the Golden Gate Parkway Mixed-Use Subdistrict - along Golden Gate Parkway between Livingston Road and Santa Barbara Boulevard; 3. Amending the Estates - Mixed Use District to add the proposed Subdistrict; and 4. Amending the Future Land Use Map to add this new Subdistrict, and creating a new Future Land Use Map series map depicting this new Subdistrict. The petitioner's proposed text changes, shown in strike-through/underline format, are as follows: (Words underlined are added, words denotes break in text.) are deleted; row of asterisks ['''] Policy 1.1.2: The Estates Future Land Use Designation shall include Future Land Use Districts and Subdistricts for: A. ESTATES - MIXED USE DISTRICT 1. Residential Estates Subdistrict 2. Neighborhood Center Subdistrict 3. Conditional Uses Subdistrict 4. Golden Gate Parkway Institutional Subdistrict -2- CP-2008-3 Golden Gale Parkway Mixed Use Subdistrict Agenda Item 4C (I90ct09) Agenda Item 9A (19Nov09) 5) Golden Gate Parkwav Mixed Use Subdistrict [new lext, page 4] *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** Policy 5.2.3: [new text, page 12J Recognizing the existing residential nature of the land uses surrounding the planned 1-75 interchange at Golden Gate Parkway, as well as the restrictions on conditional uses of the Conditional Uses Subdistrict of the Golden Gate Area Master Plan, there shall be no further commercial zoning for properties abutting Golden Gate Parkway between Livingston Road and Santa Barbara Boulevard. No new commercial uses shall be permitted on properties abutting streets accessing Golden Gate Parkway within the above- defined segment. This policy shall not apply to that existing portion of the Golden Gate Estates Commercial Infill District, which is located at the northwest corner of the intersection of Golden Gate Parkway and Santa Barbara Boulevard, and also shall not a(lply to the Golden Gate Parkway Mixed Use Subdistrict. which is located at the southwest corner of the intersection of Golden Gate Parkway and Santa Barbara Boulevard. *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** 2. ESTATES DESIGNATION [new text, page 26] This designation is characterized by low density semi-rural residential lots with limited opportunities for other land uses. Typical lots are 2.25 acres in size. However, there are some legal non-conforming lots as small as 1.14 acres. Residential density is limited to a maximum of one unit per 2.25 gross acres, or one unit per legal non-conforming lot of record, exclusive of 9uesthouses, except as provided for in the Golden Gate Parkwav Mixed Use Subdistrict. Multipie family dwelling units, duplexes, and other structures containing two or more principal dwellings, are prohibited in all Districts and Subdistricts except the Golden Gate Parkwav Mixed Use Subdistrict. Generally, the Estates Designation also accommodates future non-residential uses, inciuding; . Conditional uses and essential services as defined in the Land Development Code, except as prohibited in the Neighborhood Center Subdistrict. Also, refer to the Conditional Uses Subdistrict. . Parks, open space and recreational uses. . Group Housing shall be permitted subject to the definitions and regulations as outlined in the Collier County Land Development Code (Ordinance No. 04-41, adopted June 22, 2004, effective October 18, 2004) and consistent with locational requirements in Florida Statutes (Chapter 419.001 F.S.). . Schools and school facilities in the Estates Designation north of 1-75, and where feasible and mutually acceptable, co-locate schools with other public facilities, such as parks, libraries and community centers to the extent possible. [new text, page 26] . Commercial uses as allowed in speCific subdistricts. *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** A. Estates - Mixed Use District *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** _. 5. Golden Gate Parkwav Mixed Use Subdistrict [new text, page 33] The Golden Gate Parkwav Mixed Use Subdistrict com'prises atlProximately 20.71 acres and is located at the southwest corner of the intersection of Golden Gate Parkway and Santa Barbara Boulevard. The 0d!]Jose of this Subdistrict is to allow for a mix of commercial, residential and institutional uses. This Subdistrict is intended to allow for a mix of both retail and office uses so as to provide ogportunities for shop.pinq and personal services for on-site residential -3- ___.'__." __.'_.c._,.' "_"'_ _ "."_.."..m_'_",_"_',^_.,~__",,_,,,_,_,_ "0 -,---"--,,-,._,,-~,,,,"_."--"'"-- CP-2008-3 Golden Gate Parkway Mixed Lise Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) developmenl as well as for the surrounding residential areas within a convenient travei distance. The development standards contained in this Subdistrict are designed to ensure that all deveioQment allowed within this Subdistrict will be compatible with ill!jacent and nearby residentiai development. Residential multi-family land uses are allowed within this Subdistrict at a density set forth !!!...paraggph a, below. Senior housinQ, including, but not iimited to assisted living facilities, nursing homes and Qroup care units, are also specificallv allowed in this Subdistrict. No new conditional uses may be pursued agjacent to the Subdistrict boundaries, and the existence of this Subdistrict mav not be used as justification for future changes to the GGAMP to provide for new commercial or mixed use development oQPortunities, given the historic non-residential use of the Subdistrict lands. The fOllowinq criteria and standards shall regulate development within the Golden Gate Parkway Mixed Use Subdistrict: a. Residential Density 1. Residential density shall be calculated on the total site acreage of 20.71;0 acres. 2. The residential density shall not exceed 3.55 dwelling units per acre (74 unitsL 3. Base density shall be reduced if senior housinq is constructed, as set forth in paragrnph b.3., below. 4. The minimum allowed density is 2.0 units per gross acre (41 totai dwelling unitsl 5. Onlv multi-family dwelling units are allowed in this Subdistrict. b. Limitation of Permitted Commercial Uses 1. Commerciai uses shall be limited to a maximum of 60,000 square feet of gross ieasable floor area, of which no more than 40,000 square feet of gross leasable floor area may be develgped as retail commercial land uses. 2. Commercial land uses shall be limited to those permitted and conditional uses set forth in the C-1, C-2, or C-3 Zoning Districts of the Collier Countv Land Development Code, Ordinance No. 04-41, as amended, except as prohibited in parag@Qh d.. below. 3. The floor area ratio for senior housing, including, but not limited to. assisted living, nursing care, and qroup care units shall not exceed 0.60. The floor area of senior housing development shall be excluded from the commercial floor area limitations in paragrnph b.1., above. For each senior housing unit (room, not beds) constructed, 14 of a dwelling unit shall be deducted from the density ailowed in a.2., above. A maximum of 240 senior housing units is allowed. c. Rezone 1. To promote a cohesive plan of development, the entire site shall be rezoned to a single Mixed Use Planned Unit Development (MPUD). Requlations for water management, uniform landscapinq, signage, screening and buffering shall be included in the MPUD ordinance to ensure compatibility with adjacent and nearby residential areas. d. Development Standards 1. Commercial development directly abuttinQ residential R!:QPertv (R!:QPerty zoned E - Estates and without an aQProved conditional use) shall provide, at a minimum, a seventy-five (75) foot buffer, or a fifty (50) feet wide buffer in which no parkinq -4- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) uses are permitted. Twenty (20) feet of the width 01 the buffer along the developed area shall be a landscape buffer. A minimum of thirtv (;ill) feet of the buffer width shall consist of retained native vegetation and must be consistent with subsection 3.05.07H. of the LDC. If the fifty (50) foot buffer alternative is QlQposed for all, or a portion of the western and southern boundaries of the Subdistrict, then a six (2:) foot, architecturally finished solid fence/wall shall be installed within the required buffer in a location that provides the qreatest screening of land uses developed in this Subdistrict, and of the existing Estates residences to the west and south. The native vegetation retention area may consist of a perimeter berm and be used for water management detention. Any newly constructed berm shall be re-vegetated to meet subsection 3.05.07H. of the LDC (i:1ative vegetation replanting requirements). Additionallv, in order to be considered for am>roval, use of the native vegetation retention area for water management ~oses shall meet the following criteria.: (a) There shall be no adverse impacts to the native vegetation being retained. The additional water directed to this area shall not increase the annual hydro- period unless it proven that such would have no adverse impact to the existing vegetation. 1Q) If the QrQiect requires permitting by the South Florida Water Management District, the Q[Qject shall provide a letter or official document from the District indicating that the native vegetation with the retention area will not have to be removed to comply with water management requirements. If the District cannot or will not sUQPly such a letter, then the native vegetation retention area shall not be used for water management. if) If the QrQiect is reviewed bv Collier County. the County engineer shall provide evidence that no removal of native vegetation is necessary to facilitate the necessary storage of water in the water management area. 2. Projects shall provide a 25-loot wide landscape buffer abutting the external rigt!!:: of-way. The buffer shall contain two staqgered rows of trees that shall be spaced no more than 30 feet on center, and a double row hedge at least 24 inches in height at time of plantinq and attaining a minimum of three feet height within one year. A minimum of 50% of the 25-foot wide buffer area shall be comprised of a meanderinq bed of shrubs and qround cover other than grass. Existing native trees must be retained with this 25-foot wide buffer area to aid in achieving this buffer requirement; other existing native vegetation shall be retained, where possible, to aid in achieving this buffer requirement. Water retention/detention areas shall be allowed in this buffer area if left in natural state, and drainaw convevance throuqh the buffer area shall be allowed if necessary to reach an external outfall. For that portion of this Subdistrict Iving within the Corridor Management [zoning] Overlay (CMO), the more stringent requirements of this para9@ph and the CMO shall aQllly, 3. Shared parking shall be required with adjoininq developments wherever practicable. To the greatest extent possible, internal parkinq and driveways shall be located between the Subdistrict's residential and commercial structures in order to minimize noise and liqhts on adjacent Estates Zoned lliQPerties. 4. Driveways and curb cuts shall be consolidated with aQjoining developments, wherever practicable. 5. Building heights shall be limited to two (2) stories, with a maximum zoned heigb1 of thirty-five QID feet. 6. Commercial uses shall encouraggJledestrian traffic through the placement of sidewalks, pedestrian walkwavs, and marked crosswalks within parking areas. AQjacent QrQiects shall coordinate placement of sidewalks so that a continuous pathway through the Subdistrict is created. 7. All commercial buildings within this Subdistrict shall utilize a common architectural theme. -5- -,.. ._...~_.,--,~--_._,~.,"."._"_.,_.__.._~"--,,.,-,~-.,-- , --- CP-2008~3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) 8. All lighting shall be architecturally designed and limited to a height of twentv-five (25) feet. Such lighting shall be shielded from neighboring residential land uses. This theme shall be aQPlicable to both building design and signa~ 9. All commercial buildings shall have tile roofs, "Did Style Florida" metal roofs, or decorative parapet walls above the roofline. The buildings shall be finished in Jjght subdued colors, except for decorative trim. 10. If the Q[Qject is submitted as a PUD, it shall..provide a functional public open- !2pace component. Such public open-space shall be developed as a qreen space within a pedestrian-accessible courtyard, as per Section 4.06.038.3 of the LDC, as in effect at the time of the PUD allProval. 11. The followingprincill.9!.Permitted uses are prohibited; fa) Drinking Places (5813) and Liquor Stores (5921) (b) Mail Order Houses (5961\ (c) Merchandizing Machine Operators (5962) iQ) Power Laundries (7211) (e) Crematories (7261) (Does not include non-crematory Funeral Parlors) ill Radio, TV Representatives (7313) and Direct Mail Advertising Services (7331\ 19) NEC Recreational Shooting Ranges, Waterslides, etc. (7999\ (h) General Hospitals (8062). Psychiatric Hospitals (8063), and Specialty Hospitals (8069\ Ii) Libraries (8231) .Ul Correctional Institutions (9223) ill Waste Management (9511) jl) Homeless Shelters and Soup Kitchens. *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** FUTURE LAND USE MAP SERIES Golden Gate Area Master Plan Study Areas Golden Gate Area Future Land Use Map *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** Golden Gate Parkway Institutional Subdistrict Golden Gate Parkwav Mixed Use Subdistrict -6- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) PROJECT DESCRIPTION: The applicant is requesting an amendment to the Golden Gate Area Master Plan and Golden Gate Area Master Plan Future Land Use Map and Map Series, to create the Estates-Mixed Use District, Golden Gate Parkway Mixed-Use Subdistrict. Initially, the proposed subdistrict allowed for 100,000 square feet of commercial uses similar to C-1 through C-3 zoning districts and 74 residential multi-family dwelling units at the rate of 3.55 DU/A with provisions for affordable housing for a maximum dwelling unit density of 12 DU/A. The proposed amendment also included a conversion ratio for unbuilt commercial to multi-family dwelling units at the rate of 450 square feet of commercial to 1 multi-family dwelling unit, with a minimum of 22,000 square feet of commercial. Initially, the proposed amendment included the following site development standards as well, in general: . Rezoning as a MPUD; . Minimum setback of 25 feet plus one foot of setback for each foot of building height; . Existing native vegetation shall be retained within the setback area, where feasible; . Water retention/detention areas shall be allowed in the setback area with stipulations; . Shared parking; . Driveways and curb cuts consolidated with adjoining developments; . Building height limited to two story buildings (maximum zoned height of 45 feet; . Encouragement of pedestrian traffic; and, . Common architectural theme for commercial buildings. On 23 October 2009, staff received a revised proposal from the petitioner. The revised proposed subdistrict allows for 60,000 square feet of commercial uses similar to C-1 through C-3 zoning districts, of which no more than 40,000 square feet may be developed as retail uses, and a maximum of 74 residential multi-family dwelling units at the rate of 3.55 DU/A. The site development standards for the revised proposed amendment, in general, are the following: . Rezoning as a MPUD; . Commercial development directly abutting residential property shall provide, at a minimum, a 75 foot buffer, or a 50 foot buffer in which no parking uses are permitted; . If the 50 foot buffer alternative is proposed, a six foot fence/wall shall be installed; . Minimum of thirty (30) feet of the buffer width shall consist of retained native vegetation and must be consistent with subsection 3.05.07H. of the LDC; . Water retention/detention areas shall be allowed in the setback area with stipulations; . Twenty-five foot landscape buffer along external right-of-way; . Shared parking, where practicable; . Driveways and curb cuts consolidated with adjoining developments; . Building heights limited to two stories, with a maximum zoned height of 35 feet; . Encouragement of pedestrian traffic; . Common architectural theme for commercial buildings, consisting of tile roofs, "Old Style Florida" metal roofs, or decorative parapet walls above the roofline, and subdued paint colors; and, . Lighting height limited to 25 feet, architecturally designed, and shielded from neighboring residential. -7- -- ,"-"' ..---...---- ._.."--,--,,-,.._~.~~---"--,-. ,',,- .._,---_.._~.,..~-_..~...."--"....._-" CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (I90ct09) Agenda Item 9A (l9Nov09) As proposed in the initial submittal, the revised proposed amendment also includes in a provision for senior housing at the rate of a maximum FAR of 0.60 with each senior housing unit equating to 14 of a residential dwelling unit. This equates to a maximum of 60 residential dwelling units. The subject site, located on the southwest corner of Golden Gate Parkway and Santa Barbara Boulevard, includes the Naples Christian Academy and a church, and consists of 20.7h acres with 17.16", acres of developable land remaining. SURROUNDING LAND USE, ZONING AND FUTURE LAND USE MAP DESIGNATION: Subject Site: The subject site consists of three parcels in Unit 30, Golden Gates Estates, comprising approximately 20.71 + acres, with 17.16", acres of development land remaining. The subject site is currently zoned E, Estates, with two Provisional Uses allowing a church (PU-82-23-C, Res. 82-190) and a school (PU-78-3-C, Res. 78-62), and designated as Estates - Mixed Use District, Residential Estates Subdistrict on the GGAMP Future Land Use Map. . The church site occupies the generally northern two parcels; Tract 113 and the North 150' of Tract 114, less and except portions conveyed. In addition, a Corridor Management Overlay (CMO) exists at a 330' offset from the northern right-of-way line, along Golden Gate Parkway. The church site is approximately 8.2+ acres and currently occupied by Naples Church of Christ. . The school site occupies the generally southern one parcel; the south 180' of Tract 114, Tract 115, and the north 150' of Tract 116. The school site is approximately 12.5", acres and currently occupied by Naples Christian Academy. Surrounding Lands: North: Golden Gate Parkway, a 6-lane divided arterial road then, Vacant land, zoned Commercial Planned Unit Development (CPUD) - Colonades at Santa Barbara, designated Estates - Commercial District, Golden Gate Estates Commercial Infill Subdistrict. Both the designation and zoning allow 35,000 ff of office development. Further north and to the northwest, single family residential, zoned E, Estates, designated Estates - Mixed Use District, Residential Estates Subdistrict. South: Single family residential, zoned E, Estates, designated Estates - Mixed Use District, Residential Estates Subdistrict. East: Santa Barbara Blvd, a 6-lane divided arterial road, then (Urban designation), To the northeast, Santa Barbara Square shopping center, zoned C-4, General Commercial District, designated Urban - Mixed Use District, Urban Residential Subdistrict. Vacant, zoned Planned Unit Development (PUD) - Parkway Center (sunsetted), designated Urban - Commercial District, Golden Gate Parkway Professional Office Commercial Subdistrict. -8- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) Developed residential, duplex, zoned RMF-12, Residential Multi-Family-12 District, designated Urban - Mixed Use District, Urban Residential Subdistrict, then; Developed residential, duplex, zoned RMF-6, Residential Multi-Family-6 District, designated Urban - Mixed Use District, Urban Residential Subdistrict. David Lawrence Center Child's Path Preschool, zoned RMF-12, Residential Multi-Family-12 District, with a provisional use (PU-87-29-C), designated Urban - Mixed Use District, Urban Residential Subdistrict. West: Single family residential, zoned E, Estates, designated Estates - Mixed Use District, Residential Estates Subdistrict. STAFF ANALYSIS: Please refer to the document titled "Standard Language for GMPA Staff Reports" located behind the "GMPA Standard Language" tab. This document addresses some items common to all petitions in this cycle - statutory data and analysis, the GMP vision, and HB 697 - and one item common to the six petitions seeking amendments to the GGAMP. Background and Considerations: Please be advised that this amendment will be subject to the requirements of Policy 5.1.1 of the Golden Gate Area Master Plan. Policy 5.1.1 provides lighting standards for the prevention or reduction of light pollution. GGAMP - Present Commercial development is limited to Neighborhood Centers, site-specific commercial subdistricts, and existing commercially zoned properties. Conditional use development, except essential services and model homes, is limited to Estates Neighborhood Centers, infill development on the west side of C.R. 951, and transitional areas - adjacent to certain non-residential uses or adjacent to Neighborhood Centers, and two site-specific locations - one on the west side of C.R. 951 and one on the south side of Golden Gate Parkway. 1-75 Interchange and surrounding land uses: Resulting from the State's approval to fund and construct the 1-75 Interchange at Golden Gate Parkway, the Board of County Commissioners (BCC) approved Resolution 2001-56 establishing an Ad Hoc Advisory Committee to provide recommendations on the appearance and landscaping of the interchange. The Committee was specifically tasked with creating an "overlay" district for the interchange to, minimize impacts to property owners, preserve the residential character of the area, and establish landscaping provisions consistent with creating a "gateway" into Naples and Golden Gate. GGAMP Re-Study Committee - GGAMP Policy 5.2.3 and revisions to the Estates, Conditional Uses Subdistrict: The GGAMP Re-Study Committee was formed, in part, to study the land use needs of the Golden Gate Community, such as commercial, community facility and institutional uses. County staff worked with the Committee to identify appropriate areas to locate new commercial development and conditional uses within the Estates and Golden Gate City. -9- _." ._.u_..___~..._,_...." _ ._..._.__......_..,.,_....._._...,._.....,.h._ CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (I90ct09) Agenda Item 9A (l9Nov09) Committee recommendations to the BCC included added provisions for conditional use development, expansion and creation of Neighborhood Centers within the Estates, and the expansion and creation of commercial/mixed-use subdistricts within Golden Gate City. The Re-Study Committee also identified areas that were inappropriate for new commercial and conditional use development. One such area identified by the Committee was the Golden Gate Parkway corridor, between Livingston Road and Santa Barbara Boulevard. In 2003, the Re-study Committee met with "1-75/Golden Gate Parkway" Ad hoc Committee members to discuss desired land uses for the area surrounding the interchange. As a result, the Re-Study Committee recommended to the BCC provisions that would prohibit new commercial and conditional use development along Golden Gate Parkway in the Estates. Committee recommendations for expanded commercial and conditional use opportunities and the restriction of these uses in certain areas governed by the Master Plan were adopted by the BCC in 2003 and 2004, as part of the Phased Re-Study Amendments to the GGAMP. Therefore: The project is not consistent with the policies in the Comprehensive Plan that prohibit new commercial and conditional use development along Golden Gate Parkway between Livingston Road and Santa Barbara Boulevard. Additionally, a commitment was made by the County to the Florida Department of Transportation in consideration of the approval and construction of the 1-75 Interchange to keep the Golden Gate Parkway corridor "green" and not allow the proliferation of commercial and conditional uses. Justification for proposed amendment, as provided by the applicant: Essentially the petitioner is stating the proposed amendment should be granted because: 1) the character of the area has changed due to future roadway expansion of Golden Gate Parkway and Santa Barbara Boulevard to 6-lanes; 2) the four quadrants surrounding the intersection are presently designated or developed with non-residential uses - low residential development is not compatible in and around the intersection; 3) directly east of the subject is high density residential; and 4) there is a demand for commercial at this location. 1) The roadways surrounding the subject project have recently been expanded (much completion during 2009); however, the impacts to Estates - Residential properties may be minimal given the size and depth of the residential tracts, existing buffering, and placement of structures. 2) The four quadrants at the intersection of the Golden Gate Parkway and Santa Barbara Boulevard are zoned or designated for non-residential development. The northeast quadrant is designated Urban; zoned C-4, general commercial; and is developed with a shopping center consisting of neighborhood commercial uses. The southeast quadrant is designated Urban - Golden Gate Parkway Professional Office Subdistrict, limited to office development, and is undeveloped. The southwest quadrant (the 20.71 acre subject site) is designated Estates; zoned E, Estates; and is developed with a church and private school with related facilities. The northeast quadrant is designated Estates Mixed Use District, Golden Gate Estates Commercial Infill Subdistrict; zoned CPUD, Commercial Planned Unit Development, allowing ollice uses only; and is undeveloped. -10- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) Staff Comment: The designations and zoning at and around the intersection of Golden Gate Parkway and Santa Barbara Boulevard simply identifies existing approvals and future development patterns, which are predominantly low intensity uses/development. This acknowledgement of non-residential uses at the intersection does not demonstrate the need to create the subject subdistrict or allow higher intensity development as proposed at the subject location. In addition, directly east of the subject site, across Santa Barbara Boulevard, are properties zoned RMF-12, designated urban residential, and developed with duplex structures, then properties zoned RMF-6, designated urban residential, and developed with single family dwellings. In addition, the David Lawrence Center Child's Path Preschool exists on Santa Barbara Boulevard. 3) Directly east of the subject site is Santa Barbara Boulevard then the high density residential, therefore the proposed subdistrict is compatible. Staff Comment: The area east of the subject site is part of the Urban Designation of Golden Gate City. This area provides for a dense urban development with a wide range of uses in order to serve both this urban area and the surrounding Estates zoned semi-rural area. The urban core is compact and has a clearly defined boundary with low density development surrounding it. In addition, a residential density band includes the majority of the urban core, with part of this density band directly east of the subject site. 4) Commercial Demand Analysis: The Commercial Needs Analyses and Raw Data sets submitted by the petitioner in support of petition CP-2008-3 were prepared by Fishkind & Associates, Inc. on 24 April 2008, revised and updated on 27 April 2009 and due to staff's inability to validate the raw data sets, revised again on 21 October 2009. Two separate and distinct Commercial Needs Analyses were provided: Office Study and Retail Study. Each study is formatted in a similar manner, complete with the majority of the tables and section numbering, which proved helpful during the analysis process. However, it should be noted that each study utilizes a different primary trade area: 20-minute drive time for the Office Study and 10-minute drive time for the Retail Study. Staff's analysis determined that the net supply of commercial was underreported by 600,000 ff in the Office Study and 325,000 ff in the Retail Study due to the petitioners' incorrect evaluation of many future land use designations. Some evaluation errors resulted from the use of a GIS interpretation of the future land use subdistricts, which the petitioners received from the County in early 2008. The land use GIS files are for interpretation only and cannot be used without the GMP, especially the subdistrict maps. Other evaluation errors occurred when defined allocations of GMP land use subdistricts were incorrectly interpreted. For example, the Golden Gate Estates Commercial Infill Subdistrict has two infill areas, both allowing commercial. However, the infill area at the northwest corner of Golden Gate Parkway and Santa Barbara Boulevard allows only office uses. Staff's analysis of the Office and Retail studies adjusts for incorrect evaluations. The starting point of Comprehensive Planning Department staff's analysis of the Office Study and Retail Study was verification of the Raw Data sets. If the Raw Data is flawed, then any conclusions drawn from a flawed data set may be invalid. The data verification includes correlation of the Raw Data with the values reported in both Studies, ensuring the Raw Data records are within the corresponding Trade Areas, and Raw Data records correlate with Collier Property Appraiser records. -11- CP-2008-3 Golden Gale Parkway Mixed Use Subdistrict Agenda Item 4C (l90ct09) Agenda Item 9A (l9Nov09) The steps outlined below indicate the process used by Comprehensive Planning Department staff for analyzing the petitioners' Office Study and Retail Study: . Verify Raw Data - within trade area, correlates with Collier Property Appraiser records, totals provided in reports match data provided: . Verify Study Information - information used to support methodology and/or study information; and, · Interpret Methodology and Results. The petitioners' use of a "drive time" trade area, which is characterized by a jagged border, is a good choice. A drive time trade area takes into account the road network, including roadway speed limits, and any geographic limitations surrounding the subject site, such as canals segregating the road network. Both trade area boundaries were computer generated by Fishkind & Associates. The 10-minute drive time Retail trade area appears to be missing major commercial areas on the western boundary (see Figure 1 on page 17). Where population estimates and/or projections were required, the petitioners used the 2008 AUIR population 1 figures, as these were the most recent at the time of submittal. The Raw Data sets provided by the petitioner for both the Office Study and Retail Study fell within the respective trade areas, correlated with the Collier Property Appraiser records, and as presented matched the study totals. A few data records were not assigned to the correct land use designation; therefore, staff's analysis will not completely match that provided by the petitioner. In addition, as noted earlier, the supply was underreported due to the petitioners' incorrect evaluation of many future land use designations. These differences will be noted. Analysis of the Office Study and Retail Study are addressed individually, however both studies utilized similar methodologies. Generally, the petitioners' used the following steps for the analysis in each Study: . Determine each Study trade area; . Compile inventory of existing office or retail space for the Office Study and Retaii Study trade areas, respectively, using commercial DOR (Florida Department of Revenue) land use codes as noted in Table 1 below; . Compile inventory of vacant commercial parcels (DOR Code 10) in each Study trade area; . Determine future potential office or retail space for the Office Study and Retail Study trade areas, respectively, based on the Collier County future land use designations, including the Golden Gate Area Master Plan; and, . Project future demand of off office or retail space for the Office Study and Retail Study trade areas, respectively. The petitioners compiled the inventory of existing office or retail space for the Office Study and Retail Study trade areas, respectively, (see "Existing Allocation..." in Table 2 and Table 6 below) using commercial DOR land use codes as noted in Table 1 below. To determine future potential office or retail space within the Office Study or Retail trade areas, respectively, the petitioners first identified the land use designations with specific 1 Population projections based upon BEBR (Bureau of Economic and Business Research) Medium Range growth rates. -12- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) and/or maximum commercial allocations (see "Defined Allocation..." in Table 2 and Table 6). Next, the petitioners estimated future allocation of office or retail space for the land use designations without specific commercial allocations within the Office Study or Retail trade areas (see "Estimated Allocation..." in Table 2 and Table 6). For the estimated allocations, the petitioners chose to classify the land use designations as either Redevelopment of Traditional. Redevelopment areas are more likely to change land uses, therefore the petitioners accounted for the entire subdistrict acreage (less obvious right-of-way, water management, or development that appears stable such as the Naples Botanical Gardens in Bayshore/Gateway Triangle). In contrast, the Traditional classification only analyzed Collier Property Appraiser records identified with DOR land use code of 10 (vacant commercial) that were not within any Redevelopment classifications. In order to project how much of the Redevelopment and Traditional commercial land classifications or any additional vacant commercial land (see "DOR Code 10 Reconciled' in Table 2 and Table 6) would develop into commercial, the consultant assumed 33% of the land would become office acreage and 50% would become retail acreage. The office or retail square footage was then calculated by multiplying the office or retail average square foot per acre density, respectively. Determining if sufficient office or retail space exists within the Office Study or Retail Study trade areas, respectively, the petitioners determined the total holding capacity of the respective Study trade area by summing the existing allocation of space, defined allocation of space, estimated allocation of space, and the current vacant space (DOR land use code 10). For the Office Study, the petitioners also included Lee County office space as well, since the 20-minute trade area extends into Lee County. For both studies, a comparison of supply to demand (net supply of square footage in trade area divided by consultant's market demand) produced an allocation ratio. The Supply-to-Demand allocation ratio is the basis for each studies determination of need (see "(3) Allocation Ratio (Supply/Demand)" in the tables below). The studies differed in the basis used to project future space demand within the Study trade area. The Office Study utilized the number of office employees instead of population within the Office trade area as the basis for projecting future office space demand. The Retail Study utilized population count to determine dwelling units within the Retail trade area as the basis for projecting future retail space demand. Overall, staff finds the petitioners' methodology used in the Office Study and the Retail Study to be professionally acceptable. However, staff does not concur with the petitioners that an allocation ratio of at least 2.0 is required to determine need (that the supply should be twice the demand). Allocation Ratio (Market Factor) The petitioners' Retail Study states that an allocation ratio of 2.0 is the minimum acceptable level and that a ratio of 2.09 is "sufficiently high enough to accommodate the expected demand in a meaningful fashion' and that "no numerical need exists for additional... retail space at the Project' site. Yet to influence this statement since the allocation ratio is greater than 2.0, the petitioners state that additional commercial space may be demonstrated by other factors, such as community desires, locational criteria, and suitability of the property for change. In contrast, the petitioners' Office Study -13- _.. ..^ ... ._._...._ _ ..__ _,~"_~,_"'_'_'"q.'.'_'_'~A~'" __. .."._ ,'.' ,._ "'..- J "...' _ .~" .~_. .-.-. - CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (I9Nov09) concludes that with an allocation ratio below 2.0 the project site "warrants the addition of new office land to the market." An allocation ratio of 2.0 indicates that the supply would support 200% of the projected population. The petitioners' use of a 2.0 allocation ratio as the criteria to determine need appears to be on the high side given not all commercial DOR land use codes were accounted for in either study and additional commercial acreage (17%) is provided for given the consultant's assumptions made as to acreage that would develop into office (33%) and retail (50%) space. With the acreage and/or space attributed to the unused DOR land use codes, a reserve of 17% to address flexibility in the market seems on the high side as well. In addition, the allocation ratio (or market factor) that the Florida Department of Community Affairs (DCA) seems to recommend is 1.252. In other words, with an allocation ratio of 1.25 for retail land use, the GMP would support 125% of the projected population. Staff recommends the use of DCA allocation ratio of 1.25 as the minimum. Numerical need, hence allocation ratio (or market factor), is a tool only and should not be the only means for determining an increase of a particular land use. Other factors should be reviewed while assessing need, including current GMP policies, community desires, locational criteria, and suitability of the property for change"- 2 The Florida Senate, Interim Report 2010-107. Population Need as a Criteria for Changes to a Local Government's Future Land Use Map, October 2009. page 3. -14- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (l9Nov09) Table 1 - Florida Department of Revenue (DOR) land Use Codes "' CODE DESCRIPTION STUDY 10 Vacant commercial BOTH - ~. 11 Stores, one story RETAIL 12 Mixed use - store and office or store and residential or residential combination RETAil 13 Department stores NOT USED 14 Supermarkets NOT USED 1S Regional Shopping centers NOT USED 16 Community Shopping Centers RETAil 17 Office buildings, non-professional services buildings, 1-story OFFICE 18 Office buildings, non-professional services buildings, 2-story OFFICE 19 Professional services buildings OFFICE 21 Restaurants, cafeterias RETAil 22 Drive-in restaurants RETAil 23 Financial institutions (banks, savings and loan, mortgage companies, credit services) OFFICE 24 Insurance company office NOT USED 2S Repair service shops (excluding automotive), radio and TV repair, electric repair, etc. NOT USED ~- ----. -~..- 26 Service stations RETAil 27 Auto sales, auto repair and storage, auto service, body and fender shops, etc. RETAil -------- 29 Wholesale outlets, produce houses, manufacturing outlets NOT USED 30 Florists, greenhouses RETAil 31 Drive-in theaters, open stadiurns RETAil 32 Enclosed theaters, enclosed auditoriums RETAil 33 Nightclubs, cocktail lounges, bars RETAil 34 Bowling alleys, skating rinks, pool halls, enclosed arenas RETAil .. ~ ---- 3S Tourist attractions (privately owned) RETAil 36 Camps RETAil 37 Race tracks - horse, auto, or dog RETAil 39 Hotels, motels NOT USED RETAIL Stud'{ The 10-minute drive time Retail trade area is completely within the Office trade area and extends slightly into the City of Naples, and used commercial data with the DOR land use codes as indicated in Table 1, above. The Retail Study indicates the 10-rninute drive time trade area contains approximately 1.8-million ff of constructed retail space on slightly more than 250 acres, which is an average density of 6,993 tf/acre of constructed retail space. The Retail Study also indicates existing commercial vacant land that can accommodate almost 900,000 ff of retail space. As shown in Table 2, staff's analysis of the Retail Study indicates an additional 325,000 ff of retail space allocation, above the petitioners' study, for a total retail space holding capacity or net supply of 4,068,532 ff. As previously discussed, these -15- '---'--.-'-"-"-'.' .-.,-'---' -_....__._+.._._..."---,.--"~_..,- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (I9Nov09) differences are due to incorrect interpretation use designations. by the petitioners' of the future land Table 2- STAFF vs. PETITIONERS' STUDY Total RETAIL Space Holding Capacity RETAil Space Source Existing Allocation of Retail Space Defined Allocation of Retail Space Estimated Allocation of Retail Space DOR Code 10 Reconciled Total Allocation of Retail Space (or Net Supply GLA*) STUDY (SF) STAFF Analysis (SF) 1,784,506 419,226 668,915 870,8S6 3,743,503 1,784,506 396,748 1,016.3~9 870,909 4,068.532 *GLA = Gross Leasable Area RED text indicates decreased values as compared to petitioners' submitted study. BLUftext indicates increased values as compared to petitioners' submitted study. For the basis of determining retail space need, the petitioners utilized the 2008 AUIR population projections to determine number of households within the 10-minute drive time trade area. The petitioners indicate a Retail Trade Area population and dwelling unit increase by 2030 of approximately 12.5% and 19%, respectively, as determined by the petitioners' methodology. Given that the retail trade area encompasses a fairly developed area of the County, it is unclear as to the accuracy of the 19% increase of dwelling units. Staff has chosen to rely on the 2009 AUIR (draft) population figures, which projects a much slower growth rate over the next 20 years than the 2008 AUIR population figures. Staff substituted the 2009 AUIR (draft) population projections for the petitioners' population projections and determined that the 2030 projected population for the trade area would be approximately 62,000 or 10% less than the petitioners' of nearly 69,000 with the 2008 AUIR population projections. The demand for retail space within the 10-minute trade area is indicated as (1) Market Retail Demand (Cumulative) in Table 3, Table 4, and Table 5. -16- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) Staff Analysis - RETAIL Study NOTE: The 1o-minute drive time Retail trade area appears to be missing major commercial areas on the western boundary as far west as Goodlette-Frank and Golden Gate Parkway, as far north as Airport and Pine Ridge and as far south as Airport and Tamiami Trail East. The dark red hatch area in Figure 1 below indicates the areas in question. Figure 1 - 10-Minute Drive Time RETAIL Area in Question z Ii " .. ... " ... z - ~ .. .. .. :> w .. ... 1< /; i. ..l Z " .. .. C> .. C> 1- '" - 2; !l 2;' .., 1- so LANA RD VA T "EACH liD " !l "' z .. OOI.PEiN GATE SLVD :! ... .. 1-' 1- ~. .. I"" , Q: o g' ,; :: "' GREE;N B WHITE KLVD .. w w .. J;; " lo ~ PIME RIDGE "I61"tI AVe, SW .. SUB.JECT SITE . ;'j,- " " :: "" :rl . RADIO Kg. - rl-75 .. .. 8 .. " w .. i '" ~ \, ~. RATTLESNAKE HAMMOGK '\ *' LEGEND " .. i - '" .. ~ .. " w I... . 0.5 1 ........ , 1 IMI"" " _ RETAIL COMMERCIAL _ VACANT C OMMEUIAL OPETITIONERS' 100MIN D 'liVE TIME TRADE AREA [ZJADDITIONAL 10-MIN DRIVE TIME AREA crrv OF NAPLES GIS Mapping: L Per~a, 5 NOV20C9 Collier County Comprehemnve Plflrrlmg Data Source: Collier COI.rny PropertyAppraisEf, 31M,BR09 NOT5: Map j~"a depiction and used as a pl&nr\lng tool , -17- _ .._ .__,_~._"___., _.,_.",., _"~ _".,..". __' .,.M__,""","-'~~_'~'_'~_ ~,","'__"_=_C.'_'._ _'.'''_'_''_'_''_ _ CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) For consistency, staff's analysis began with verification of the petitioners' Retail Study and utilized the same trade area and data set supplied by the petitioners. Staff's analysis, Table 3, of the petitioners' 10-minute drive time Retail Space trade area includes the unaccounted for 325,000 ff of retail space as is shown in (2) Supply Net GLA (SF) in Table 3, which equates to the Total Allocation of Retail Space from Table 2 above. In order to provide the most recent data available given justification of retail space is based on population, staff adjusted the demand utilizing the slower projected growth rate of the 2009 AUIR (draft) population projections. The demand is indicated as (1) Market Retail Demand (Cumulative) in Table 3. Staff's analysis of the Retail Space trade area indicates a net retail supply of 4,068,532 ff of gross leasable area over the 20 year study horizon, with increasing retail space demand to 2030, yielding decreasing allocation ratios indicating retail space supply in 2010 is 3.4-times the demand and 2030 is 2.6-times the demand. In addition, the allocation ratios indicate the 2010 and 2030 retail space supplies are even greater than the supply projected by the petitioners in Table 5, which is attributed to staff's use of the 2009 AUIR (draft) population figures and the additional 325,000 ft2 of unaccounted net supply of retail space. In summary, the 2010 and 2030 retail supply supports almost 340% and over 260% of the projected population, respectively. Both scenarios indicate a very high retail supply in the trade area. Table 3 - STAFF'S Analysis - Retail Market Study Needs Allocation RETAIL (1) Market Retail Demand SF (Cumulative) (2) Supply Net GLA' (SF) (3) Allocation Ratio (Supply/Demand)" 2008 2010 2020 2030 1,226,630 4,068,532 3.32 1,202,362 4,068,532 3.38 1,356,498 4,068,532 3.00 1,543,814 4,068,532 2.64 *GLA = Gross Leasable Area ** (3) Allocation Ratio is calculated by dividing the Supply (2) by the Demand (1). RED text indicates decreased values as compared to petitioners' submitted study. BLUE text indicates increased values as compared to petitioners' submitted study. The petitioners' Retail Study states that an allocation ratio over 2.0 indicates "no numerical need exists for additional... retail space at the Project' site. The petitioners also provide that additional commercial space may be demonstrated by other factors, such as community desires, locational criteria, and suitability of the property for change. Staff concurs that no numerical need exists for additional retail space at the subject site given that staff's analysis yields an allocation ratio of 2.64 in 2030 indicating the retail supply will be over 2.6-tirnes the demand supporting over 260% of the projected population. Staff would add that a minimum allocation ratio of 2.0 appears to be on the high side as illustrated earlier. Staff concurs that it would be prudent to investigate additional factors including review of the nearby area for existing competition of retail space. Staff reviewed the -18- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) Urban designation of the Golden Gate Area Master Plan within 2.5 miles of the subject site where a net supply of retail space 01 more than 600,000 fe exists. Community desires for the Estates Mixed Use District of the GGAMP and in particular, the Golden Gate Parkway corridor are reflected in Policy 5.2.3 of the GGAMP, which prohibits commercial development along Golden Gate Parkway between Livingston Road and Santa Barbara Boulevard. The proposed subdistrict is inconsistent with Policy 5.2.3 of the GGAMP and the application and support documentation for the proposed amendment did not address changing conditions that would justify or support an exception or change to adopted Policy 5.2.3 in the GGAMP. The subject site has predominantly been used for institutional uses, such as a church and school. The current uses positively support the community and provide for an excellent transition between the Urban designation of the land to east of the subject site and the Estates designated semi-rural residential to the west of the subject site. Therefore addressing all factors that may demonstrate additional retail space need: . No numerical need exists; . No community desire for change of this site exists; . No special locational criteria exist with over 600,000 Ie net supply 01 retail space near the proposed site; and, . No suitability factors that would justify or support change of the subject site exist. The petitioners' have not demonstrated a need for additional retail space at the subject site. Petitioners' Summary - RETAIL Analysis The following two tables indicate the retail space demand for the 10-rninute trade area; Table 4 reflects the petitioners Retail Study with the underreported retail space and Table 5 contains staff's correction to the petitioners' Retail Study needs allocation to include the unaccounted for 325,000 Ie of retail space. Review of Table 4, the petitioners' Retail Study needs analysis, indicates a net retail supply of 3,743,503 fe of gross leasable area over the 20 year study horizon, with increasing demand to 2030, yielding decreasing allocation ratios from 3.05 in 2008 to 2.09 in 2030. In other words, the ratios indicate the current retail space supply is over three times the demand and in 2030 the retail space supply would be more than twice the demand, both scenarios indicate sufficiently high supply to accommodate future demand of retail supply in the trade area. However, since 325,000 fe of retail space is unaccounted for in the petitioners' Retail Study, the results are invalid. Therefore, Table 5 contains more accurate results. -19- _..__ _...__._,__._.~_._._. _._...~ ,,_,,_,~,"_~_"_'._.'V __._. '.' ,,_.... ---~-,,-"-,--.,-'''~-'--'-'' CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (J 90ct09) Agenda Item 9A (J9Nov09) Table 4 - PETITIONERS' Retail Market Study Needs Allocation (INVALID RESULTS) RETAIL (1) Market Retail Demand SF (Cumulative) (2) Supply Net GLA (SF)' (3) Allocation Ratio (Supply/Demand)" 2008 2010 2020 2030 1,226,630 3,743,503 3.05 1,278,725 3,743,503 2.93 1,536,912 3,743,503 2.44 1,789,610 3,743,503 2.09 *GLA = Gross Leasable Area ** (3) Allocation Ratio is calculated by dividing the Supply (2) by the Demand (1). Review of Table 5, the petitioners' Retail Space needs analysis, corrected by staff with the unaccounted for 325,000 ff of retail space, indicates a net retail supply of 4,068,532 ff. As expected, all allocation ratios increased indicating a supply of 3.3-times the demand in 2008 and 2.3-times the demand in 2030. In other words, the adjusted ratios indicate the 2008 and 2030 retail supply supports approximately 330% and 230% of the projected population, respectively, with both scenarios indicating sufficiently high enough retail supply in the trade area. However, staff does not concur with the petitioners' projection of increased demand of retail space in 2010, nor the rate of demand through 2030. Staff believes at a minimum, the demand in 2010 will be the same as that of 2008, probably less than that of 2008. The petitioners' conclusions for retail space in the 10-minute Retail Study trade area indicates that an allocation ratio of 2.09 is "sufficiently high enough to accommodate the expected demand in a meaningful fashion' and that" no numerical need exists for additional... retail space at the Project' site. Since the allocation ratio is greater than 2.0, the petitioners also state that additional commercial space may be demonstrated by other factors, such as community desires, locational criteria, and suitability of the property for change. Once again, staff does not concur with the petitioners' use of determining additional retail need for this site based on an allocation ratio of 2.0. Table 5- STAFF Corrected with Uncounted 325,000 SF - Petitioners' Retail Market Study Needs Allocation RETAIL (1) Market Retail Demand SF (Cumulative) (2) Supply Net GLA (SF)' (3) Allocation Ratio (Supply/Demand)" 2008 2010 2020 2030 1,226,630 4,068,532 3.32 1,278,725 4,068,532 3.18 1,536,912 4,068,532 2.65 1,789,610 4,068,532 2.27 *GLA = Gross Leasable Area "* (3) Allocation Ratio is calculated by dividing the Supply (2) by the Demand (1). BLUE text indicates increased values as compared to petitioners' submitted study. Office Stud\! The 20-minute drive time trade area extends into Lee County, which is included in the analysis, as well as into the City of Naples, and used commercial data with the DOR land use codes as indicated in Table 1, above. -20- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) The Office Study indicates the 20-minute drive time trade area contains approximately 4.5-million ft2 of constructed office space on slightly more than 350 acres, which is an average density of 12,725 ft>/acre of constructed office space. The Office Study also indicates existing commercial vacant land that can accommodate almost 1-million ft2 of office space, as well as additional existing and potential office space of more than 600,000 ft> within the Lee County portion of the trade area. As shown in Table 6, staff's analysis of the Office Study indicates an additional 500,000 ft2 of office space allocation for a total office space holding capacity or net supply of 13,437,002 ft>. As previously discussed, these differences are due to incorrect interpretation by the petitioners' of the future land use designations. Table 6 - STAFF vs. PETITIONERS' STUDY Total Office Space Holding Capacity OFFICE Space Source Existing Office Space Defined Allocation of Office Space Estimated Allocation of Office Space Lee County Existing Allocation of Office Space Lee County Vacant/Potential Office Space OaR Code 10 Reconciled Total Allocation of Office Space (or Net Supply GLA*) STUDY (SF) STAFF Analysis (SF) 4,506,898 939,676 5,894,662 89,770 S23,588 979,441 12,934,035 4,506,898 1,027,359 6,309,975 89,770 523,578 979,422 13,437,002 "'GlA = Gross Leasable Area BLUE text indicates increased values as compared to petitioners' submitted study. The petitioners utilized Total Employed in Office Space as the basis to determine demand of office space in the trade area, with an average annual employment growth rate of 1.93% to forecast growth through 2030. The petitioners' projected growth utilizing the 2008 AUIR population figures. Staff believes the petitioners' growth rate is fairly conservative, however disagrees with the petitioners that an increase will occur in 2010 from 2008. Staff has chosen to rely on the 2009 AUIR (draft) population figures, which projects a decline in population for 2010 and hence a decline in employment. The demand for office space within the 20-rninute trade area is indicated as (1) Market Office Demand (Cumulative) in Table 7, Table 8, and Table 9. Staff Analysis - OFFICE Study For consistency, staff's analysis began with verification of the petitioners' Office Study and utilized the same trade area and data set supplied by the petitioners. Staff's analysis, Table 7, of the 20-rninute drive time Office Space trade area, includes the unaccounted for 500,000 ft> of office space as is shown in (2) Supply Net GLA (SF) in Table 7, which equates to the Total Allocation of Office Space from Table 6 above. -21- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) In order to provide the most recent data available, staff's analysis adjusted the demand utilizing the slower projected growth rate of the 2009 AUIR (draft) population projections. Staff believes at a minimum, the office space demand in 2010 will be the same as that of 2008, probably less than that of 2008. However, staff chose to remain conservative and not project a decline in office employment from 2008 to 2010 but remain flat, in other words no growth or decline. After 2010, staff used the petitioners' annual growth rate of 1.93%. The demand is indicated as (1) Market Office Demand (Cumulative) in Table 7. Staff's analysis of the Office Study trade area indicates a net supply of 13,437,002 ff of gross leasable area over the 20 year study horizon, with increasing office space demand to 2030, yielding decreasing allocation ratios indicating an office space supply of nearly 1.9-tirnes the demand in 2008 and 2010 and 1.4-tirnes the demand in 2030. Staff's analysis of office space supply indicates a higher supply of office space than the petitioners' study (see Table 9 below), which is due to usage of the 2009 AUIR (draft) population projections and additional 500,000 tt" of unaccounted net supply of oflice space. The 2008 and 2010 office space supply is nearly twice the demand supporting 190% of the projected population and in 2030 nearly 1.4-times the demand supporting 140% of the projected population. Both scenarios indicate an adequate supply of office space with 2030 indicating a less flexible relationship of office supply in the trade area. Table 7 - STAFF'S Analysis - Office Market Study Needs Allocation OFFICE (1) Market Office Demand (Cumulative) (2) Supply Net GLA (Sq Ft) (3) Allocation Ratio (Supply/Demand)- 2008 2010 2020 2030 7,233,688 13,437,002 1.86 7.233,876 13,437,002 1.86 8.S78,268 13,437,002 1.57 9,922.660 13,437,002 1.35 . (3) Allocation Ratio is calculatad by dividing the Supply (2) by the Demand (1). RED text indicates decreased values as compared to petitioners' submitled study. BLUE text indicates increased values as compared to petitioners' submitted study. The petitioners' analysis indicates that an allocation ratio less than 2.0 "warrants the addition of new office land to the market." Staff disagrees with the petitioners' conclusions and provides the following reasons why additional oflice space is not warranted at the subject site. As previously stated, staff recommends a minimum allocation ratio of 1.25. In addition, staff provides that the Office Study results must be reviewed jointly with the Retail Study results, since the Oflice Study trade area includes the Retail Study trade area and given the abundant net supply of retail space, as indicated in the Retail Study analysis. Even if an allocation ratio approaching 2.0 is used, the excessive net supply of retail space is more than adequate to accommodate current and future office space demand through 2030. For example, the 2030 RETAIL supply is over -22- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) 2.6-times the demand and the 2030 OFFICE supply is nearly 1.4-times the demand. A portion of excess retail allocation will be absorbed by the office market. In addition, it would be prudent to review the nearby area for existing competition for office space. Directly north of the subject site, across Golden Gate Parkway, is the Golden Gate Estates Commercial Infill Subdistrict where 35,000 ft2 of unbuilt office space is approved. Directly east of the site, across Santa Barbara Boulevard, is the Golden Gate Parkway Professional Office Subdistrict with a net supply of approximately 275,000 ff of office space. An additional 700,000 ft2 of net supply of office space exists within the Urban designation of the Golden Gate Area Master Plan, less than 2.5 miles of the subject site. In summary, a net supply of over 1-million ff of office space exists within 2.5 miles of the subject site, with a net supply of over 970,000 ft2 of the office space within the Golden Gate City Urban designation. As with the Retail Study, no additional factors, such as community desires, location criteria or suitability of the property for change, exist that would warrant additional office space at the subject site. The petitioners' have not demonstrated a need for additional office space at the subject site. Petitioners' Summary - Office Analysis The following two tables summarize the petitioners' Office Study and indicate the office space demand for the 20-minute trade area; Table 8 reflects the petitioners in the Office Study with the underreported office space and Table 9 contains staff's correction to the petitioners' Office Study needs allocation to include the 500,000 ft2 of unaccounted for office space. Review of Table 8, the petitioners' Office Space trade area indicates a net supply of 12,934,035 ff of gross leasable area over the 20 year study horizon, with increasing office space demand to 2030, yielding decreasing allocation ratios from 1.79 in 2008 to 1.26 in 2030. In other words, the ratios indicate the current office space supply is nearly twice the demand and in 2030 it would drop to 1 .25-tirnes the demand, which indicates a tight relationship of office supply in the trade area. However, since 500,000 ft' of office space were unaccounted for in this table, the results are invalid, therefore Table 9 contains more accurate results. -23- __. ,," ._. _~__',_.____ ~.,,', ",__..._'___....~_" ,_... ,~~.' .c.__ CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) Table 8 - PETITIONERS' Office Market Study Needs Allocation (INVALID RESULTS) OFFICE (1) Market Office Demand SF (Cumulative) (2) Supply Net GLA (SF)' (3) Allocation Ratio (Supply/Demand)" 2008 2010 2020 2030 7,233,688 12,934,03S 1.79 7,512,939 12,934,035 1.72 8,909,194 12,934,035 1.45 10,30S,449 12,934,03S 1.26 *GLA = Gross Leasable Area ** (3) Allocation Ratio is calculated by dividing the Supply (2) by the Demand (1). Review of Table 9, the petitioners' Office Space needs analysis, corrected by staff with the unaccounted for 500,000 ff of office space, indicates a net office supply of 13,437,002 ft2. All allocation ratios increased, as well, to 1.86 (1.9-times the demand) in 2008 and to 1.30 (1.3-tirnes the demand) in 2030. In other words, the adjusted ratios indicate the 2010 and 2030 office supply supports approximately 185% and 130% of the projected population, respectively, with the 2030 projection indicating a tight relationship of office supply in the trade area. However, staff does not concur with the petitioners' projection of increased demand in 2010 from increased office employment. Staff believes, at a minimum, demand in 2010 will be the same as that of 2008, probably less than that of 2008. The petitioners' analysis indicates that an allocation ratio of 2.0 is the minimum desired level and an allocation ratio below 2.0 would indicate "an insufficient degree of flexibility in this market's ability to accommodate office demand'. The petitioners conclude that with an allocation ratio well below 2.0 the project site "warrants the addition of new office land to the market." Staff disagrees with the petitioners' conclusions and provides additional office space is not warranted at the subject site, as previously discussed in staff's analysis, in part due to the excess of net retail supply, as well as more than 1-million ff of net supply of office space within 2.5 miles of the subject site, with over 970,000 ft2 of the office space within the Golden Gate City Urban Designation. Table 9 - STAFF Corrected with Uncounted 500,000 SF - Petitioners' Office Market Study Needs Allocation OFFICE (I) Market Office Demand SF (Cumulative) (2) Supply Net GLA (SF)' (3) Allocation Ratio (Supply/Demand)" 2008 2010 2020 2030 7,233,688 13,437,002 1.86 7,512,939 13,437,002 1.79 8,909,194 13,437,002 1.S1 10,305,449 13,437,002 1.30 *GLA = Gross Leasable Area ** (3) Allocation Ratio is calculated by dividing the Supply (2) by the Demand (1). BLUE text indicates increased values as compared to petitioners' submitted study. Staff Commercial Needs Analysis Summary Staff's analysis of both the Office Study and Retail Study determined that the net supply of commercial was underreported due to the petitioners' incorrect evaluation of many future land use designations. In addition, the 10-minute drive time Retail -24- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (I90ct09) Agenda Item 9A (I9Nov09) trade area appears to be missing major commercial areas on the western side of the boundary as far west as Goodlette-Frank and Golden Gate Parkway, as far north as Airport and Pine Ridge and as far south as Airport and Tamiami Trail East, which could result in an even higher net supply of retail space. Relating to methodology, in both studies the petitioners' basis for need is an allocation ratio of at least 2.0. Staff disagrees with the petitioners' conclusions and provides that the minimum allocation ratio should be well below 2.0, in part since not all commercial DOR land use codes were accounted for in either study and additional potential commercial acreage (17%) is provided for given the consultant's assumptions. With the acreage and/or space attributed to the unused DOR land use codes, a reserve of 17% seems to provide a more than adequate buffer to address market flexibility and other retail uses in the trade area, thereby indicating that the maximum allocation ratio should be less than 2.0 and recommends 1.252 as a minimum, the allocation ratio (i.e. market factor) DCA seems to recommend. Numerical need, hence the allocation ratio (i.e. market factor), should not be the only means for determining additional commercial space. Case law supports that new commercial space may be demonstrated by additional factors, such as community desires, locational criteria, and suitability of the property for change2. In addition to these factors, the nearby area should be reviewed in order to determine the existing competition for new commercial space. Whereas the trade area generates a need based on a larger geographic area, it simply cannot provide for excess nearby the subject site. In summary, staff's analysis of the Retail Study determined that the 2010 and 2030 retail supplies are almost 3.4-times and 2.7-times the retail demand and provides retail for almost 340% and 270% of the projected population, respectively. These figures clearly indicate no additional retail space is warranted at the subject site. In contrast, staff's analysis of the Office Study determined that the 2010 and 2030 office supplies are almost 1.9-times and 1.4-times the office demand and provides office for almost 190% and 140% of the projected population, respectively. If the Office Study was reviewed alone, it could appear that some justification for additional office space exists. However, if the DCA minimum allocation ratio of 1.25 was applied it appears that additional office space within the trade area is unwarranted. Strengthening that claim is an excessive supply of retail space, which a portion will be utilized by the office market. As for the demonstration of additional factors, such as community desires, locational criteria, and suitability of the property for change, as previously stated no information has been provided that support any of these factors. Lastly, by reviewing office and retail markets within the Golden Gate City Urban Designation and less than 2.5 miles of the subject site, the net supply of office and retail space nearby the subject site is over 1-million ff and over 600,000 ff, respectively. Therefore, no additional office or retail is warranted at the subject site. -25- ___._ ._,......~~..__.~,.="_<___.,'__..,;,.,."_,_...~,.."...,.,, _ "~, ~>"u._ CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Prior GMP Amendments in Vicinit'( Agenda Item 4C (I90ct09) Agenda Item 9A (19Nov09) Table 10 - Prior GMP Amendments within Golden Gate Estates in Vicinity of CP-2008-3 NW corner of Goiden Gate Parkway & Santa Barbara Blvd NW corner of Golden Gate Parkway & Santa Barbara Blvd NW corner of Golden Gate Parkway & Santa Barbara Blvd NE corner of Livingston Road & Golden Gate Parkway North side of Golden Gate Parkway between 1-7S and Santa Barbara Blvd. (site of existing David Lawrence Center and Parkway Church of God, and another S-ac tract) Retail and office uses on most of the site; CUs on the western portion; ::t 7 acres Retail and office uses on most of the site; CUs on the western portion; +7 acres Increase size to 18 acres; add retail uses, increase from 3S,000 It' to 115,000 ft'; add residential at 15 DUlAC; lessen setbacks and buffers, increase height 40,000 It' of commercial uses on 5.15 acres (originally submitted for C-2 uses) Denied Approved for office use only and with stringent development standards. Denied Withdrawn (due to public opposition) Institutional uses on 16.3 acres Approved Environmental Impacts: Environmental Specialists with the Collier County Environmental Services reviewed the environmental assessment and provided the following comments: The environmental report prepared by Boylan Environmental Consultants, Inc and submitted with this petition, dated January 2008 and Revised March 2009, indicates the following: o The project site includes religious facilities; native habitats of pine flatwoods, cabbage palm, live oak, and other hardwoods with varying degrees of exotic infestation; and a concentration of Brazilian pepper. The soils mapped for the site are Pineda fine sand, limestone substratum, a hydric soil and Boca fine sand and urban land-Holopaw- Basinger complex, non-hydric soils. o The listed species survey conducted on site concluded that there were no listed species found utilizing the site, and there were signs of listed species. No observations or evidence of non-listed species were reported. Environmental Specialists with the Collier County Engineering and Environmental Services Department reviewed the application and provided the following comments: o No special environmental concerns are associated with the establishment of the Subdistrict on the subject site. o Staff has not verified the provided Florida Land Use, Cover, & Forms Classification System (FLUCFCS) mapping and does not approve it with this petition. Native vegetation preservation requirements will be specifically addressed during -26- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (I90ct09) Agenda Item 9A (I9Nov09) subsequent development order review (rezone and/or site development plan.) The preserve location will be subject to the ranking requirements of Conservation & Coastal Management Plan (CCME) Section 6.1.1 (4). Twenty-five (25) percent of the native vegetation on site will be required to be preserved. At the current designation of Estates zoning with Provisional Use, native vegetation retention on site could be minimized to fifteen (15) percent. Historical and Archeological Impacts: The Florida Master Site File lists no previously recorded cultural resources in Section 29, Township 49 South, Range 26 East, Collier County, Florida. Additionally, the project location may contain unrecorded archaeological sites, historical structures or other resources even if previously surveyed for cultural resources. Federal, state and local laws require formal environmental review for most projects. This search does not constitute such a review. However, the applicant provided the County's Historical and Archeological Probability Map, which indicated the closest site is south of the site, in Section 33, north of Interstate 75. Traffic Capacity/Traffic Circulation Analysis Impacts: Transportation Planning specialists with the Collier County Transportation Planning Department reviewed the impact statement and provided the following comments: Transportation Element: Transportation Planning staff has reviewed the petitioner's Traffic Impact Statement (TIS) and has determined that this project can be found consistent with Policy 5.1 of the Transportation Element of the Growth Management Plan. Santa Barbara Boulevard Impacts: The first concurrency link that would be impacted by this project is Link 77, Santa Barbara Boulevard between Golden Gate Parkway and Radio Road. The project would generate up to 32 PM peak hour, peak direction trips on this link, which represents a 1.03% impact. This concurrency link reflects a remaining capacity of 1,373 trips in the adopted 2008 AUIR and is at Level of Service "Boo. No subsequent links of Santa Barbara Boulevard require analysis beyond the first impact. Golden Gate Parkway Impacts: The first concurrency link on Golden Gate Parkway that would be impacted by this project is Link 21, Golden Gate Parkway between 1-75 and Santa Barbara Boulevard. The project would generate up to 53 PM peak hour, peak direction trips on this link, which represents a 1.42% impact. This concurrency link reflects a remaining capacity of 1,507 trips in the adopted 2008 AUIR and is at Level of Service "Coo. Access Management Provisions/Restrictions: The first development order (i.e. SDP, Plat, SIP, etc) shall meet the site access conditions stated on page 12 of the Traffic Study. Public Facilities Impacts: The petitioner prepared Public Facilities calculations, which were submitted with this petition, are summarized/analyzed below. The project is within the boundaries of the Florida Governmental Utility Authority (FGUA) Water and Sewer Service Area. FGUA has a potable water and sanitary sewer conveyance system that is proximate to the proposed Subdistrict. FGUA utilities connect to the Golden -27- " ''''_'_'__''Wh.__.._'_,__._.. CP-2008-3 Golden Gate Parhvay Mixed Use Subdistrict Agenda Item 4C (J90ct09) Agenda Item 9A (19Nov09) Gate Water Reclamation Facility located at 4931 32nd Avenue SW and a FGUA utility service availability letter has been provided as part of the GMP amendment package. Application materials provided indicate an average daily water demand of 0.10 gallons per day/square feet (GPD/ ff) for commercial and 185 GPD/Capita for residential, with 2 persons per unit. The average daily sewer demand provided is 0.10 gallons per day/square feet (G PDt W) for commercial and 120 G PD/Capita for residential. Application materials also provided impact data for solid waste facilities, community and regional parks, and emergency medical services. According to the 2008 AUIR, adopted level-of-service (LOS) standards are as follows: Solid Waste Deposal Rate is calculated at 0.003 Tons Per ff for commercial and 0.64 Tons Per Capita for residential, Community Parks is calculated at 1.2 acres/1,000 in the unincorporated area, Regional Parks is calculated at 2.9 acres/countywide, and Emergency Services is calculated at 1 unit/16,400 population or 0.000061/capita. Application materials provided public facilities impact analysis for two scenarios: . Scenario 1 - Commercial 100,000 ft2 and 74 Base Residential dwelling units, or 148 residents. . Scenario 2 - Commercial 22,000 ff and 247 Base Multi-Family Residential dwelling units (with commercial conversion), or 494 residents. Scenario 1: Application materials provided indicate impacts on commercial and residential potable water level-of-service (LOS) of 10,000 GPD and 27,380 GPD, respectively, as well as impacts on commercial and residential sewer LOS of 10,000 GPD for commercial and 17,760 GPD, respectively. In other words, Scenario 1 will have a net capacity increase of 0.037 million gallons per day (MGD) on water and 0.028 GPD on sewer. Application materials provided indicate additional impacts on public facilities are as follows: Solid Waste Facilities at 300.0 tons for commercial and 94.7 tons for residential, Community Parks at 0.18, Regional Parks at 0.43, and Emergency Medical Services at 0.01. In other words, Scenario 1 will have a net increase on these additional public facilities at the following rates: Solid Waste Facilities at 395 tons, Community Parks at 0.18, Regional Parks at 0.43, and Emergency Medical Services at 0.0090. Scenario 2: Application materials provided indicate impacts on commercial and residential potable water LOS of 2,200 GPD and 91,390 GPD, respectively, as well as impacts on commercial and residential sewer LOS of 2,200 GPD for commercial and 59,280 GPD, respectively. In other words, Scenario 2 will have a net capacity increase of 0.094 MGD on water and 0.061 GPD on sewer. Application materials provided indicate additional impacts on public facilities are as follows: Solid Waste Facilities at 66.0 tons for commercial and 316.2 for residential, Community Parks at 0.18, Regional Parks at 0.43, and Emergency Medical Services at 0.03. In other words, Scenario 2 will have a net increase on these additional public facilities at the following rates: Solid Waste Facilities at 382 tons, Community Parks at 0.18, Regional Parks at 0.43, and Emergency Medical Services at 0.0301. In comparison, under the current zoning of E, Estates, the subject property could qualify for 1 DU/2.25 acres or 9.2 dwelling units, which is approximately 12% of Scenario 1 and approximately 3.7% of Scenario 2 of the proposed amendment. In other words, the -28- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (J 9Nov09) proposed amendment is a considerable increase of dwelling units: Scenario 1 is approximately 8 times and Scenario 2 is approximately 27 times the current allowed dwelling units. The proposed amendment includes potential for additional dwelling units over and above the two scenarios reviewed with the affordable housing density bonus. In addition, senior housing could be provided at a rate of 1 senior unit to % residential dwelling unit. However, senior housing does not replace any commercial square footage. Comparing the application's Scenario 1 and Scenario 2 for residential dwelling units (74 DU and 247 DU, respectively) to the base residential density of 9.2 dwelling units, would result in a significantly greater increase in potential potable water and sanitary sewer impacts, as well as to other public facilities. Therefore, the proposed land uses constitute increases in potential potable water and sanitary sewer impacts. NOTE: The above analysis and application data provided does not include potential increase of dwelling units from the affordable housing density bonus. Affordable housing does not replace residential criteria, but would be in addition to any scenario. Senior housing does not replace the commercial square footage. Facilities review specialists with the Collier County Public Utilities Services reviewed the calculations and provided the following comment: No objection. Based on the current 2008 Water and Wastewater Master Plan Updates, this project is not located within the Collier County Water - Sewer District (CCWSD) Service Area. This development is within the FGUA Water and Sewer Service Area. Therefore, this project does not impact the CCWSD. 8J:!propriateness of Chang~ For the last two decades, or longer, the Golden Gate Estates community has experienced rapid growth much like the Coastal Urban designated areas in Collier County. With increased population comes the need/demand to construct and expand roadways to move traffic, provide infrastructure to accommodate new residential units, and provide commercial, community facilities and institutional opportunities, etc. to serve the expanding population. Increasingly, Estates-designated properties located west of Collier Boulevard along collector and arterial roadways are being targeted for urban type development - higher densities, commercial services, community and institutional facilities, etc. In recent years, the County has experienced an influx in the number of Growth Management Plan Amendment requests to change the designation of properties from Estates Residential Subdistrict to site-specific commercial subdistricts. This 2007-2008 combined cycle includes six petitions for properties in the Estates; four request commercial uses, one requests institutional uses with a small amount of commercial, and this petition requests mixed commercial and residential. As the County continues to grow, local government must be responsive to the community's needs while balancing the undesired impacts caused by growth. As an example, the 1-75 Interchange at Golden Gate Parkway was, in part, approved and is being constructed to alleviate traffic congestion at other interchanges in the County. The resulting impacts from the approval - noise, increased traffic volumes, right-of-way acquisition, and potential commercialization of Golden Gate Parkway - was realized immediately by surrounding residents. Elected officials responded by establishing a committee to provide recommendations on the appearance and landscaping of the interchange with the intent of preserving the -29- ., .---< -_.-.~'~ .. - _.. "......_.._...._--~-,~.,,< ,""" .. _.~.<~,_._..- --""",.".~'--_.~.'" CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) residential character of the area and minimizing impacts to property owners. Additionally, county staff worked with the community via the GGAMP Re-study Committee to recommend provisions be added to the Plan to prohibit the approval of any new commercial zoning and conditional uses along the Parkway between Livingston Road and Santa Barbara Boulevard. In 2004, the Board of County Commissioners approved these prohibitions. Although these prohibitive provisions exist in the GGAMP, staff acknowledges it would be appropriate to consider any changes in conditions that have occurred since 2004 that would warrant a modification of, or exception to, Policy 5.2.3. However, staff is unaware of any such changed conditions. At the time of adoption of these provisions, plans for the future 6-laning of Golden Gate Parkway, the future 6-laning of Santa Barbara Boulevard, and construction of the 1-75 interchange were all known. Minimally, data and analysis is used to determine appropriateness of change to the new use(s) requested and/or increased intensity or density. The data and analysis provided by the applicant did not include a residential analysis. 2008 Legislation - HB 697 This legislation, which pertains to energy conservation and efficiency, went into effect on July 1, 2008. DCA (Florida Department of Community Affairs) will be reviewing GMP amendments for compliance with this legislation. Staff has reviewed this petition discourages urban sprawl and submitted the following: for adequacy of data and analysis to reduces greenhouse gas emissions. demonstrate how it The petitioner has Applicant HB697 response: HB 697 sets forth seven means of addressing energy efficiency and the proposed Subdistrict implements these measures as follows: 1. Compact Mix of Land Uses; 2. Direct Development Towards Existing Communities; 3. Preserve Open Space, Farmland, and Sensitive Environmental Areas; The proposed Subdistrict will implement the provisions of HB 697 in that it is using existing land within the Urban core, albeit an Estates Designation, to propose a mixed-use development opportunity that will provide for a compact mix of land uses. 4. Create Walkable Neighborhoods; The proposed Subdistrict's location at the intersection of two major roadways and the diversity of the surrounding commercial land uses and zoning allows future residents the opportunity to satisfy their daily convenience commercial needs within y" mile and also provides for employment opportunities in the immediate area. With these convenience commercial land uses being located close-by, it allows for reduced dependence on automotive travel. -30- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) 5. Provide a Variety of Transportation Choices; There are two Collier Area Transit bus routes (Route 3 and 6) that have stops at the intersection of Golden Gate Parkway and Santa Barbara Boulevard, and this further reduces dependence on automotive travel. 6. Provide a Range of Housing Opportunities and Choices; The proposed Subdistrict, in addition to providing for market rate housing, will also provide on-site housing for the Goodwill Industries continued operations that creates a desirable live-work opportunity. 7. Establish a Compact Building Design The land development regulations that will be contained in the rezoning petition documentation will provide for compact building design while protecting the Estates residences to the south and west of the proposed Subdistrict. Staff HB697 comments/analysis: Providing a mix of uses within walking distance for the site residents, a walkable neighborhood, variety of transportation choices, and compact building design in theory should embrace the spirit of the HB697. Other than noting the two bus route stops near the subject site, the applicant has not provided any data or amendment language to support the HB697 requirements or even the above responses. The applicant states that the Subdistrict is using existing land within the "Urban core". However, the "Urban core"for this portion of the County is Golden Gate City, designated Urban on the GGAMP FLUM, and is due east of the subject site across a 6-lane roadway. If this subdistrict is approved it will actually contribute to urban sprawl, instead of using existing Urban core lands as the applicant states. Urban sprawl has many definitions, including: a) Legal definitions (i.e. Chapter 9J-5.003, FAC.); b) Definitions used by professional planners; and, c) Terms used by lay people. Urban sprawl is not characterized by one condition, but a combination of many conditions. The generally accepted conditions that may characterize urban sprawl imply low density, inefficient land use. Therefore, using the common thread of the generally accepted definitions, urban sprawl is the spreading outwards of developed land at the edge of an urban area. This premature conversion of open lands/rurallands creates less dense communities and is an inefficient use of land. Available development land, redevelopment areas, and infill opportunities within the urban area should be considered first, in order to minimize urban sprawl. As a professional planner, staff relied on the common thread for urban sprawl for review of the proposed amendment in support of HB697. The GGAMP provides for efficient land use within the Urban Designation of Golden Gate City, including opportunities for higher density residential and redevelopment infill opportunities. In addition, the commercial needs analyses indicates that several subdistricts in the GGAMP Urban Designation already have allocations for over 1-million ft> of office space and over 600,000 ft> of retail space. With the available land and infill opportunities in the Urban Designation, premature expansion of urban style development into a semi-rural residential district is clearly sprawl. -31- ___, _". ' _ .,"_ . ,'''__'__._'___ .__~. ..."~___..,'m'_______'__" CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190c,09) Agenda Item 9A (19Nov09) In addition, the location of the subject site in the Estates semi-rural residential district is at the edge of the Urban Designation. The Estates district on the western edge of the Golden Gate City Urban Designation is approximately 1,900 acres and characterized by large semi-rural style lots. Community desire for the Estates designated lands along Golden Gate Parkway is to prohibit new commercial and conditional use development expansion while providing provisions for commercial/mixed-use subdistricts within Golden Gate City (Urban Designation). These community desires were adopted by the BCC in 2003 and 2004, as part of the Phased Re-study Amendments to the GGAMP. With existing open space over 75% for the subject site, the current church and school uses are in scale and keeping with the adjacent residential. These institutional uses provide an excellent transition between the GGAMP Urban Designation lands to the east and the Estates designated semi-rural residential lands to the west. Proximity to a major roadway intersection does not necessarily "create a walkable neighborhood." The intersection the applicant refers to is that of two arterials, Golden Gate Parkway and Santa Barbara Boulevard, each six lanes wide with left and right turn lanes. Principles for a walkable community are "desirable places to live, work, learn, worship and play." Walkable communities locate within an easy and safe walk to goods and services that a community resident or employee needs on a regular basis. As equally important, if not more, "walkable communities make pedestrian activity possible, thus expanding transportation options, and creating a streetscape that better serves a range of users -- pedestrians, bicyclists, transit riders, and automobiles." Therefore to foster walkability, "communities must mix land uses and build compactly, AND ensure safe and inviting pedestrian corridors." In addition, Land Development Code (LDC) requires a wall to separate the development of the proposed amendment with the abutting Estates residential properties. This development requirement may "protect" the abutting properties from a non-compatible use, but can actually hinder walkability.3 Per the proposed amendment language, the range of housing choices is only multi-family and senior housing. Staff recognizes the benefit of onsite housing for Goodwill Industries continued operations, however this housing option is not assured in the proposed amendment language. Establishment of a Compact Building Design should help promote walkability. The applicant states that compact building design for the site will be handled during the rezoning. However, the proposed amendment package does not provide any documentation for support of a compact building design or guarantee of it during the . rezoning process. In summary, the applicant has not provided much data or support information in the proposed amendment package or language that even embraces the spirit of HB697. A major concern of this petition is the promotion of urban sprawl in an area zoned and developed for 1 DU/2.25 AC that would provide for new commercial and residential outside the GGAMP Urban Designation where data and analyses show an abundance of available infill as well as redevelopment opportunities. Many other issues for the site still exist in order to support HB697, in particular walkability to nearby commercial uses and the transit stops. Minimally, a streetscape should be created that better serves a range of users; for this staff would recommend pedestrian friendly improvements be made at the Golden Gate Parkway and Santa Barbara Boulevard intersection. Overall, to 3 Walkable Community excerpts and information based on Smart Growth Online - Principles of Smart Growth, Create WalkabJe Neighborhoods, 20 Sept 2009, htlp:/lwww.smartqrowttl.org/abouti'Drinciples/pn nciples, asp?prin_=4&res= 1280 -32- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agendn Item 9A (19Nov09) embrace HB697 requirements, staff recommends that the applicant provide the recommended requirements within the amendment language and/or a developer's agreement with the amendment package. NEIGHBORHOOD INFORMATION MEETING (NIM) SYNOPSIS The Neighborhood Information Meeting (NIM) was held on Thursday, 17 September 2009 from 5:32 pm to 6:05 pm, after the applicant/agent duly noticed and advertised the meeting as required by the Collier County Land Development Code. Approximately 35 people attended the NIM at Golden Gate Community Center located at 4701 Golden Gate Parkway, Naples, FL The applicants' agent, Dwight Nadeau, presented an overview of the proposed amendment assuring the attendees that they would have several opportunities to voice their concerns and/or opinions, that this was just the first hearing to transmit the proposed change to DCA. The agent's outline of the proposed amendment comprised noting the maximum commercial of 100,000 ft2, residential at 3.55 DU/A, and that affordable housing will be allowed at a maximum of 8 DU/A. The agent also stated that the first public hearing would be held on 19 October 2009 and/or 20 October 2009 in front of the Collier County Planning Commission (CCPC), beginning at 8:00 am (staff correction: correct time is 8:30 am). Citizens' concerns/questions centered on the proposed amendment impacts to the adjacent sites as well as the community. In addition, the BCC had promised no significant changes along Golden Gate Parkway. These concerns were in direct response to the agent's continued stressing of the opportunities the proposed amendment would provide, while not addressing any impacts, such as more housing in an area that already had an abundance of multi-family housing. The agent stated that even though the proposed amendment included opportunity for affordable housing, they are not seeking the bonus density. Site specific questions and concerns focused on location of development of site and ingress/egress to the site. The agent stated that no site plan has been developed at this pOint but tentatively the commercial would be located on the northern portion of the site, along Golden Gate Parkway, and the residential would be located on the southern portion. The agent's traffic consultant assured the citizens that Santa Barbara Blvd ingress/egress pOints would not change much from the current points. In addition, Golden Gate Parkway would have a right-in/right-out point. Project particulars questions focused on type of residential (i.e. more high density multi-family, low-income housing), a single 100,000 ff building, and who would own the structures/development. The agent stated that it was not the intent to utilize the density bonus for residential, however conversion of commercial square footage to residential is an option. Many options for design of the site exist and as for final ownership, Goodwill Industries and NCA may retain ownership and lease space, or sell portions of the site to a developer. A question was raised as to the type of Goodwill Industries facility to be constructed and why the need for housing. Bill McDaniel, a Goodwill Industries board member, stated the facility would be a retail facility approximately 22,000 ft2 in size, similar to the facility on Daniels Parkway in Fort Myers, FL. Goodwill Industries number one client is the handicapped, therefore by providing onsite housing, the transportation barrier for the handicap has been eliminated. -33- _ __'_'W'_'~'._< _.~-,--- --'~""~'~,- ....~--- .,..-..- --",._-_._,-._'----, CP.2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Jtem 4C (I90ct09) Agenda Item 9A (19Nov09) One attendee asked, the Golden Gate Area Master Plan has existed for a long time, it can just be overturned? The agent stated affirmative, the current process allows for proposing changes. [Synopsis prepared by Leslie Persia, Senior Pianner] The 2nd Neighborhood Information Meeting (NIM) was held on Thursday, 29 October 2009 from 5:34 pm to 6:23 pm, after the applicant/agent duly noticed and advertised the meeting as required by the Collier County Land Development Code. Approximately 20 people attended the NIM at Golden Gate Community Center located at 4701 Golden Gate Parkway, Naples, FL The applicants' agent, Dwight Nadeau, presented an overview of the proposed amendment assuring the attendees that they would have several opportunities to voice their concerns and/or opinions, that this was just the first hearing to transmit the proposed change to DCA. The agent's outline of the proposed amendment was a revision to the original with a reduction of commercial from 100,000 fe to 60,000 ft2, residential would remain at 3.55 DU/A or 74 dwelling units, and that applicant wouid no longer be seeking the affordable housing density bonus or the commercial to residential conversion. The agent also noted that retail space would be limited to 40,000 ft2, which meant the commercial component could be all office and no retail. The agent discussed the increased setback range of 50' to 75'. The agent also stated that the first public hearing would be held on 19 November 2009 in front of the Collier County Planning Commission (CCPC), beginning at 8:30 am. As at the first NIM, citizens' concerns/questions centered on the proposed amendment impacts to the adjacent sites as well as the community character. Site/Project specific questions and concerns focused on location of development of site, number of dwelling units per building, building height, what percentage of the project would be Goodwill Industries, and type of commercial in the project. The agent stated the commercial should generally be located on the church portion and the residential on the school portion of the site. It was too early to tell about specifics, such as number of dwelling units per building, but the building would be limited to 2 stories and 35 feet. Goodwill Industries could be approximately 22,000 fe in size, similar to the facility on Daniels Parkway in Fort Myers, FL. Overall, the citizens that were present did not seem to support the proposed amendment. Longtime resident stated "enjoys Estates ambience", Another resident stated that he did not want this type of development. Another resident stated that past planning efforts had designated other areas for this type of development. Another resident stated that they want to keep their plan. One attendee asked, the Golden Gate Area Master Plan has existed for a long time, it can just be overturned? The agent stated affirmative, the current process allows for proposing changes. [Synopsis prepared by Leslie Persia, Senior Planner] -34- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) FINDINGS AND CONCLUSIONS: . The proposed subdistrict is inconsistent with Policy 5.2.3 of the GGAMP, which prohibits commercial development along Golden Gate Parkway between Livingston Road and Santa Barbara Boulevard. . The application and support documentation for the proposed amendment does not address changed conditions, including community desire, that would justify or support an exception or change to the adopted Policy 5.2.3 in the GGAMP. . The current institutional land uses serve an excellent transition between the Golden Gate City Urban Designation to the east of the subject site and the semi-rural residential to the west of the subject site. The recent improvements to Golden Gate Parkway and Santa Barbara Boulevard do not appear to have adversely affected these current institutional uses. . A commitment was made by the County to the Florida Department of Transportation in consideration of the approval and construction of the 1-75 Interchange at Golden Gate Parkway to keep the Golden Gate Parkway corridor, between Livingston Road and Santa Barbara Boulevard, "green" and not allow the proliferation of commercial and conditional uses. The subject site is located in that corridor. . Despite the existence of Policy 5.2.3 in the GGAMP, it is important to note that the approval of this petition may provide the impetus for additional requests for commercial, either on abutting sites to the west, across Golden Gate Parkway adjacent to the northwest quadrant of the Golden Gate Parkway/Santa Barbara Boulevard intersection, or both. . The requisite data and analysis necessary to support the proposed change from Estates - Mixed Use District, Residential Estates Subdistrict to the requested mixed-use subdistrict, as required by Rule 9J-5, FAC., was not provided. The data provided indicated that no need exists for commercial - retail, but possibly a need for commercial - office. . The petitioners' Office Study and Retail Study underreported supply due to the petitioners' incorrect evaluation of the future land use designations. . Overall, staff finds the methodology used by the petitioners in the Office Study and the Retail Study to be professionally acceptable. However, staff does not concur with the petitioners that an allocation ratio of 2.0 indicates need, in other words, that the supply should support 200% of the projected population; instead, staff would recommend a minimum allocation ratio of 1.25. . Staff's analysis of the Retail Study determined that the 2010 and 2030 retail supplies are almost 3.4-times and 2.7-times the retail demand, which provides retail for almost 340% and 270% of the projected population, respectively, and clearly indicates no additional retail is warranted at the subject site. . No additional factors demonstrate or support the need for more retail on the subject site: 1) Within 2.5 miles, a net supply of over 600,000 ff of retail space exists in the Golden Gate City Urban designation; 2) Community desires for the GGAMP Estates district and in particular, the Golden Gate Parkway corridor are reflected in Policy 5.2.3 of the GGAMP, which prohibits commercial development along Golden Gate Parkway between Livingston Road and Santa Barbara Boulevard; and, 3) Current institutional uses on the subject site positively support the community and provide for an excellent transition between the Urban -35- , __""_'~""T"."_"___ ..","", .---. .~~,-",,".-..,.. ,- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) designated land to east of the subject site and the semi-rural residential Estates to the west of the subject site. · Staff's analysis of the Office Study determined that the 2010 and 2030 office supplies are almost 1.9-times and 1.4-times the office demand and provides office for almost 190% and 140% of the projected population, respectively, which indicates a reasonable amount of office space. With the extremely high supply of retail space, a portion of the retail space wili be used to fulfill any potential office deficiencies. . No additional factors demonstrate or support the need for more office space on the subject site. There is a net supply of over 1-million ff of office space in the Golden Gate City Urban designation, within 2.5 miles of the subject site. . No supporting data and analysis has been provided, as required by Rule 9J-5, FAC., to demonstrate a need for increased residential density or its appropriateness at this location, such as a compatibility study, which would identify the impacts of the proposed project on the surrounding area. According to Applicants' Attachment E - Zoning and Land Use Map, Estates designated lands comprise over 60% of the land use within 500' surrounding the subject site. . It is asserted in the amendment application that the expansion of Golden Gate Parkway and Santa Barbara Boulevard to 6-lanes has changed the character of the existing residentially zoned site, making it unsuitable for single-family housing. The current uses on the subject site, a church and school, have existed for over 25 years. The current institutional uses on the subject site have limited ingress/egress points and provide for an excellent transition between the Urban designated lands to the east of the subject site and the semi-rural residential Estates designated iands to the west of the subject site. These types of institutional uses warrant consideration as the highest and best use of the site. . The proposed subdistrict mixed-use intensity/density of development (60,000 ff of cornmerciai and 74 dwelling units) is consistent with an urban style development and is an extreme departure from the low densities presently allowed in the Estates designation - one residential unit per 2 y,; acres or legal lot of record. (If approved, this would be the first increase in density authorized in the Estates designation since adoption of GGAMP in 1991.) . Staff acknowledges that the inclusion of on-site housing for the Goodwill Industries continued operations can help eliminate the transportation barrier for these employees. However, the proposed amendment does not guarantee these housing units. . For HB697 requirements, the applicants have not provided data supporting their generic statements. This petition promotes urban sprawl with the urban style development outside the GGAMP Urban Designation in an area designated for 1 DU/2.25 AC. · Using "proximity to urban development" as justification for increasing land use for urban development contradicts smart growth and perpetuates urban sprawl when not supported by data and analysis. The compact Urban Designation to the east has a clearly defined boundary. The location of the subject site in the Estates semi-rural residential district is at the edge of the Urban Designation. The Estates district on the western edge of the Golden Gate City Urban Designation is approximately 1,900 acres and characterized by large semi- rural style lots. Community desire for the Estates designated lands along Golden Gate Parkway is to prohibit new commercial and conditional use development expansion while -36- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) providing provIsions for commercial/mixed-use subdistricts within the Urban designated Golden Gate City. . This petition is inconsistent with the GGAMP vision for commercial development in Golden Gate Estates, as well as for low (semi-rural) density residential development within the Estates designation. In 2003 and 2004, the community desires (prohibiting new commercial and conditional use development along Golden Gate Parkway in the Estates while providing provisions for commercial/mixed-use subdistricts within Golden Gate City) were adopted into the GGAMP. LEGAL CONSIDERATIONS: This staff report has been reviewed and approved by the Office of the County Attorney. STAFF RECOMMENDATION: Staff recommends that the Collier County Planning Commission forward Petition CP-2008-3 to the Board of County Commissioners with a recommendation not to transmit to the Florida Department of Community Affairs. However, IF the CCPC should choose to recommend transmittal, staff recommends the following revisions to the proposed subdistrict, mostly for proper format, use of code language, succinctness, and clarity OR consideration of a second alternative. Inasmuch as this project proposes neighborhood commercial development, staff originally proposed numerous standards from the Neighborhood Center Subdistrict in the GGAMP, which the applicant incorporated. However, the applicant modified some of those, which staff does not support. Also, staff noted a conflict between the minimum number of residential units required to be built and the maximum number of allowed Senior housing units, based upon the residential density reduction ratio, thus recommends a lower number of senior housing units so as to correlate all allowed unit totals. And, staff recommends deletion of the conditional use prohibition for adjacent lands as such prohibition already exists in the Conditional Uses Subdistrict in the GGAMP. The County Attorney's Office recommends deletion of the entire paragraph that begins with that conditional use prohibition. (Note: single underline text is added, as proposed by petitioner; double underline text is added, and double ~ ~ text is deleted, as proposed by staff.) FIRST ALTERNATIVE - Edits To Petitioners' Subdistrict Text *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** A. Estates - Mixed Use District *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** 5. Golden Gate Parkway Mixed Use Subdistrict [new text, page 33] The Golden Gate Parkwav Mixed Use Subdistrict comprises aQProximatelv 20.71 acres and is located at the southwest corner of the intersection of Golden Gate Parkway and Santa Barbara Boulevard. The 0!l:pose of this Subdistrict is to allow for a mix of commercial, residential and institutional uses. This Subdistrict is intended to allow for a mix of both retail and office uses so as to provide o[1portunities for shogping and personal services for on-site residential development as well as for the surrounding residential areas within a convenient travel distance. The development standards contained in this Subdistrict are desiqned to ensure that all development allowed within this Subdistrict will be compatible with illJjacent and nearbv residential development. Residential muiti-familv land uses are allowed within this Subdistrict at a density set forth !o....para9@ph a, below. Senior housinq, including, but not limited to assisted living -37- n__.__._. -"---_._.~~---^~., , --.---".-.---" ,-~_..._.. CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (I90ct09) Agenda Item 9A (I9Nov09) facilities, nursing homes and g[Q!!JJ care units, are also specificallv allowed in this Subdistrict. The following criteria and standards shall regulate development within the Golden Gate Parkway Mixed Use Subdistrict: a. Residential Density 1. Residential density shall be calculated on the total site acreage of 20.710< acres. 2. The residential density shall not exceed 3.55 dwelling units Q.er acre (74 units)" 3. liliil~S ~I density shall be reduced if senior housing is constructed, as set forth in paragmph b.3., below. 4. The minimum allowed density is 2.0 units per gross acre (41 total dwelling units). 5. Only multi-family dwelling units are allowed in this Subdistrict. b. Limitation of Permitted Commercial Uses ~.1. Commercial iand uses shall be limited to those permitted and conditional uses set forth in the C-1, C-2, or C-3 Zoninq Districts of the Collier County Land Development Code, Ordinance No. 04-41, as amended, except as prohibited in parag@ph d., below. '*2.. Commercial uses shall be limited to a maximum of 60,000 square feet of qross leasable floor area ~ 22.000 !1~ moss !@asa.b1e..1lQQr area.~ R No more than 40,000 square feet of gross leasable floor area R'liil'l.shall be developed as retail commercial land uses. 3. The fioor area ratio for senior housing, including, but not limited to, assisted livinq, nursing care, and qrOUp care units, shall not exceed 0.60. The fioor area of senior housinq development shall be excluded from the commercial floor area limitations in parag@ph b.-+Z., above. 4. For each.lQ.ur senior housing unit.s (rooms, not beds) constructed, .QLllQl1iQ[] .!tllllilQj J4.\ll-Q .Qllil. dwelling unit shall be deducted from the density allowed in a.2., above. 5. A maximum of ~ 132 senior housing units je sh~ allowed. c. Rezone 1 . To promote a cohesive pian of development, the entire site shall be rezoned to a single Mixed Use Planned Unit Development (MPUD). Regulations for water manaqement, uniform landscaping, signage, screening and buffering shall be included in the MPUD ordinance to ensure compatibility with adjacent and nearby residential areas. d. Development Standards 1. Commercial develo[1ment directly abutting residential Q!QlJerty (Q!QlJerty zoned E - Estates and without an a[1Qroved conditional use) shall provide, at a minimum, a seventy-five (75) ~ 1ee1...wide. buffer, sr it f~t wi~ in which DQ.parkinq uses are permitted. Twenty~feet of the width of the buffer along the developed area shall be a landscape buffer. A minimum of ~ fillv (50l feet of the buffer width shall consist of retained native vegetation and must be consistent with subsection 3.05.07H. of the LDC. ~ -38- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) (a) There shall be no adverse impacls to the native vegetation being retained. The additional water directed to this area shall not increase the annual hydro- period unless it proven that such would have no adverse impact to the existing vegetation. (b) If the (llQject requires permitting by the South Florida Water Management District. the (llQject shall provide a letter or official document from the District indicating that the native veqetation with the retention area will not have to be removed to compiy with water management requirements. if the District cannot or will not sUQllly such a letter, then the native veqetation retention area shali not be used for water management. !c) If the (llQject is reviewed by Collier County, the County engineer shall provide evidence that no removal of native veqetation is necessary to facilitate the necessary storage of water in the water management area. 2. There shall be a 25~ .!ell1..wide landscape buffer abutting the external riqtl!: of-way. The buffer shall contain two staggered rows of trees that shall be spaced no more than 30 feet on center, and a double row hedge at least 24 inches in height at time of planting and attaining a minimum of three feet height within one year. A minimum of 50% of the 25--199l fl'e1 wide buffer area shall be comprised of a meandering bed of shrubs and qround cover other than grass. Existing native trees must be retained with this 25-Ml9i fe~l wide buffer area to aid in achieving this buffer requirement; other existing native vegetation shall be retained, where possible, to aid in aChievinq this buffer requirement. Water retention/detention areas shall be allowed in this buffer area if left in natural state, and drainaqe conveyance throuqh the buffer area shall be allowed if it is the only path to reach an external outfail. For that portion of this Subdistrict Ivinq within the Corridor Management [zoning] Overlay (CMO), the more stringmJj llilluirements of this para9@Ph and the CMO shall al!J2!y, 3. Shared parking shall be required with adjoining develogments wherever Rracticable. +e-#le ~re9l88t 8)~e8ei9le, i jnternal parking and driveways shall be located between the Subdistrict's residential and commercial structures in order to minimize noise and lights on adjacent Estates * zoned Q.[Qperties. 4. Driveways and curb cuts shall be made available to adjoininq develoRments, wherever practicable. 5. Building heights shall be limited to two (2) stories, with a maximum zoned heiCJb1 of thirty-five (35) feet. 6. Commercial uses shall encouraguedestrian traffic through the placement of sidewalks, pedestrian walkways. and marked crosswalks within Qarkinq areas. Macent (llQjects shall coordinate placement of sidewalks so that a continuous Rathway through the Subdistrict is created. 7. All commercial buildinqs within this Subdistrict shall utilize a common architectural theme. 8. All lighting shall be architecturally desiqned and limited to a heiqht of twenty-five (25) feet. Such liqhting shall be shielded from neighborinq residential land uses. This theme shall be agplicabie to both buildinq design and siqnag!h -39- -,-,_.~_._--_.._.._.~,~,--,,-....,._<._,.',,,""'" CP-2008-3 Golden Gale Parkway Mixed Use Subdistrict Agenda Item 4C (I90ct09) Agenda Item 9A (19Nov09) 9. Ee{Jees or w~be eo~e eo~e o~ ~ ~twe~ eQ~ses. U ~. suclJJences Qr w~t exeeed..fute~. W.alls .shaILbe eQ~e. mees sbalLb(J of wood...Qr eonereta.post ou.ailJWes. an.d....sb.aIUJe o~ eOllamd..by sl~ 9.1 O. Ail commercial buildings shail have tile roofs, "Old Style Florida" metal roofs, or decorative parapet wails above the roofline. The buildings shall be finished in jjght subdued colors. exceRt for decorative trim. 1G.:!,. U4 Ihe (,?lQject i& 8W~ 1i18 Ii ~shail provide a functional public open- glace component. Such public open-space shail be develQped as a green space within a 'pedestrian-accessible courtyard, as per Section 4.06.038.3 of the LDC, as in effect at the time of the PUD a01roval. 1+2. The following.Ql'incillilLPermitted uses are prohibited; .ta) DrinkinQ Places (5813) and Liquor Stores (5921) ib) Mail Order Houses (5961) 1.g) Merchandizing Machine Operators (5962) li!J Power Laundries (7211) .te) Crematories (7261) (Does not include non-crematory Funeral Parlors) ill Radio, TV Representatives (7313) and Direct Mail Advertising Services (7331) ill) NEC Recreational Shooting Ranges, Waterslides, etc. (7999) ih) General Hospitals (8062), Psychiatric Hospitals (8063), and Specialty Hospitals (8069) (i) Libraries (8231) .m Correctional Institutions (9223) ,lli) SoliQ Waste Management SeMees (9511) (I) Homeless Shelters and Soup Kitchens. SECOND ALTERNATIVE - In response to petitioners' assertion that the intensity/density of surrounding development combined with the frontage on the 6-lane arterial roadways leaves the site unsuitable for low density residential development under the present designation, *** *** **'" *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** A. Estates - Mixed Use District *** *** *** *** *** *"'* *** *** *** *** *** *** *** *** *** *** *** *** **'" *** *** *** *** *** *"'* *** 3. Conditional Uses Subdistrict *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** *** b) Golden Gate Parkway and Collier Boulevard Special Provisions: [new text, page 32] . Conditional uses shail not be permitted on those parcels immediately adjacent to the west side of Coilier Boulevard within the Estates Designated Area except where the parcel is directly bounded by conditional uses on two (2) or more side yards with no intervening rights-of-ways or waterways; and, except as provided in subparagraph 2., beiow; and, except for essential services, as described in paragraph a), above. . Recognizing the existing residential nature of the land uses surrounding the 1-75 interchange at Golden Gate Parkway, there shall be no further conditional uses for properties abutting Golden Gate Parkway, between Livin9ston Road and Santa Barbara Boulevard, except as permitted within the Golden Gate Parkway Institutional Subdistrict; and, except as provided in subparagraph 1. and -40- CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) ~, below; paragraph a), above. and, except for essential services, as described in :3. T~v20.7L~resile.co~1~,1~ .and....lh.e...{;il) ~6. 10cateQ..aUbe SQ\I1bwest~ .in1ersectiQn..Qf OQkllll Ga~ Sa~ ~efQ~se~ -41- '~',. ._ .<,_"...~._,~~__..~,._._.__ _"_ ,'_., _,..._._~_~.,~,.,_..,"_.__,M_"" ... . - --"-~,-,"",,.,~"',.,....", CP-2008-3 Golden Gate Parkway Mixed Use Subdistrict " .' ! , ~-------... PREPARED BY:! - LESLIE PERSIA,~ OR PLANNER COMPREHENSIVE PlANNING DEPARTMENT ~ ' . REVIEWED BY: n=-"n~~ ~'fr' L -L'c__A DAVID WEEKS, AICP, PLANNING MANAGER COMPREHENSIVE PLANNING DEPARTME~T ! REVIEWED BY: ~ RANDY COHEN, AICP, DIRECTO COMPREHENSIVE PLANNING DEPARTMENT DATE: ---- DATE: DATE: APPROVED BY: ~ .::.:.~--,C ,,;:,t;;,. ~~z7" JOSEPH K. SCHMI1T,.ADMINISTRATOR COMMUNITY DEVt;LOPMENT & ENVIRONMENTAL SERVICES DIVISION V' Agenda Item 4C (190ct09) Agenda Item 9A (19Nov09) / z...NoJ c:J /1. /2/'1 11-/2-0; . DATE: II),.? /<'; I , PETITION NO.: CP-2008-3 Staff Report for the October 19, 2009, CCPC Meeting. NOTE: This petition has been scheduled for the January 19, 2010, BCC Meeting. COLLIER COUNTY PLANNING COMMISSION: MARK P. STRAIN, CHAIRMAN -42- D'XTK' l 1""\ I II]\.{, ..a......, l...t. ..... Golden Gate Parkway Mixed Use Subdistrict GMPA CP-2008-3 Transmittal Staff Report - Revised Response This document is intended to address Stairs responsive review comments provided on September 30th in the above-referenced Transmittal Stan Report, as well as comments received thereafter regarding the needs analyses provided, all intended tor the ('('PC's November 19th hearing on this item in the Growth Management Plan Amendment Cycle for 2008/2009. Each stall comment will be addressed individually. please note the related reports included herein by reference below. -~-". 1. Related to Staff's comments and analysis of the Petitioner's response to IIB697. staff contends that if the proposed subdistrict were approved. it would contribute to urban sprawl. The term "urban sprawl" as applied for planning purposes in Florida is defined in F.A.C. 9.1- 5.003, as tallows (see also, the Department of Community Affair's ("DCA") Technical Memo. Vol. 4. Number 4. circa 1990)("Urban sprawl refers to scattered. untimely. poorly planned urban development that occurs in urban fringe and rural areas and. . . invades lands important tor environmental and natural resource protection."): "Urban sprawl" means lIrban deve/opmel1/ or uses which are localed in predominantly rural areas, or rural areas interspersed with generally low-intensity or flHv-den...";ty urhan uses, and which are chaf'{fclerized by one or more oflhefiJllowing condilions: (a) The premature or poorly planned conversion olruralland 10 olher uses, (b) The crealion olareas of lIrban developmenl or lIses which are notfllnclionally related to lond uses which predominale Ihe ad/acenl area; or Ic) The creation 01 areas of" urban developmenl or uses which fail 10 maximize the use of" exisling pllblicfllcililies or the use of areas Within which public services are currently provided Urban sprl1\vl is Iypicofly nwn{lested in one OJ' more (~lthe fhl/rll'ving land use or developmenl palterns: Leapfj'og or sealtered de\'elopmenl; ribbon or strip commercial or olher del'e1opmenl: or large expanses (~l predominantl}' hnv-infensil}', Imv- densilY, or single-use developmenl. Response: The slIb/eclproperty is localed well within Ihe "lIrban core" oflhe ('ounly, lieing nearly two miles weoi'l 01CR-951 (the COllnty's eSlablished urban boundary). The roughly 17 acre Iract is localed al the intersection ql/wo 6-lane major arterial roadways. The predominant developmenl pal/em surrounding the subject property is urban in bolh density and intensily. The sub/eel property abuts Sanla Barbara and Golden Gale Parkway to Ihe easl and 10 the norlh. re,lpeclively. whieh were mO.l'1 recenlly upgraded 10 serre the more "urhan)' numher (~f trips in/his area (~lthe ('ount)' 's ruad network 1 -- ...... - ." - ~-_."~. -'-'--- - ,--_.._---_._--- _...-."...-,-- D'XTA''' ( 11'''\ L I J"-t. ..&.. '- l' ,.... .... Furlher. ill Ihe norlh11'esl quadranl of Ihe inlerseclloi1. Ihe properly 1.1' deslR,wled Esla/es, ('ommercwl f)islriel, Goldel1 Ciale Eslales ('ommerelal /ntill Subdlslrlcl. permlllll1g (,olJ1mer;c'o/ (~tlic(' lIses. !n the northeast (llIuc/rolll (~f the ;nlcscclion, Ihl! proper/ie.\' arc de,llgl1aled Urhal1. Mlxed- [',Ie VIslnel, aod hme ('-~ ZOl1lng. 011I1 are developed wilh Ihe San/a Barhara S(/lfure ,(.,'hoJ}ping ('enter exisling on Ihol ('orner. Fur/her northeast, fronting on San/a Barhara BO/lh.!wlrd those lands arc des;gnu/cd l/rhlll1. ('ommercial /)islrict, SOl1la Iiarlwra ('ommercwl Suhdlslncl Ihal permlls IJlillled rerail com mere wi land uses. The soulheasl quadral1l of Ihe Inlerseelion 1.1' designaled Urhal1. ('ommercial Vlslrlel. Cialdel1 Gille Park11'lIl' Prof(,sslOl1al Office ('ommercwl Suhdl.llnel, I1l1d al/ows 11m lied C '-/, C-2, I1l1d ('-3 land uses Finlll/\'. soulh of Ihal Suhdl.llnel, Ihe IlIl1ds are deslgl1aled Urhlln, ,lllxed Use DIslrlel, Urhal1 Res/(Ienlwl Suhdlslnel, \1'Ilh pori IOns of Ihlll Subdlslrlel being 11'/lhm II ResldenllalVenslly Baod IInd lire zoned RMF-12 (i,,'eo Ihese exlsllng condllom, II 1.1' clear Ihat the sll~iec' !J1'ojH.!l'ly is located l1'i,l1in an urea predominonl(V designated. zoned, und developed "t'ilh urhan land lfses. ('()rre.\j)()}](l;ng~l', lindeI' exisilng regula/ions and long held .",ow1d plaf7ning jJrin6ples, the most op/Jropriotf! use (~( Ihe suhject properly is eilher 11011- res;clcnlio/ (commerico/ (/nd office), or mixed residential (mll/l;~family and com111ercial relail alld office) The proposed mlxed-lIsc lirolcel S IlIhdlslnel proVIdes fi))' a rm)!'e of dfl'e!opment oplions ((P/)ropriale~\' localed near Ihe major rO(J(hl'ays thaI a!lml's lhe proposed /t)H'Cr intensily residential 10 act as a hujkr (from lhe commerical and fi'om lhe intcrsec1ionJ.fhrlhe adjoining /mr density residential estates properties. [n COllll'Osllo Ihe /il'Oposed sobdlslrlel, Ihe Goldell Ciale fslales SIII)(hvlslon, once pllrporled 10 he lhe world's largest suhdh'isio17. is o/ten IIsed (IS (/11 example o( undesirable sprawl, heing chracterized hy lOll' density sing/e~f{lInily ,.e,';idenlia/ development that is nol serviced In cenll'lllll' provided pllhlic lllillll\ facllllles. does 1101 offer lIeeded sllpporl,,'e urhall services, not pro "ide (/ mixtifre o( land uses that l1'ould minimize otherwise lInneccesary Il'lIveI. Ie, l'ehlclllar Irips, Ihal 11'111 have a lIegalil'e IIlIlWel onlhe road11'avs and 0lher11'/ze nollake adnmtage o(f!COn0111les of scale ('pica/~,' f01lnd in an uthan seffing 711e proposed suhdislric1 provides a transition of moderale densily residenlial land use opporlunities \vilh moderale intensily commercial land uses that \\'ill serve lhe surrounding /lrhan area. Practically speaking, low densit)' single f{!fl1i~\" IS /lol (f )'iahle jf/lure use on lhis parcel. In fael, Ihese properliel' hll\'c heen develol)ed \1'1lh, alld IIsedfor nOllresidelllwlllsesfar l1Ia".1', mom' veurs. A more halanced long ranxe planning anLl(l'sis. ral/u!r lhal1 eiling "urban sprawl ,. resulling fi'om lhe proposed suhdislrict 's traJ1smiffal. \1'olfld he to consider lhe approprialeness (~llhe requesled change, nol so milch from Ihe persel'ccllvc of \1hol Ihe properlY IS presenlh' deslgnaledfor and \1'hv II Ollghl nol be changed hlllli'om Ihc perpedlve of \1"hol lise IJnd designLllion is most appropriate for thl! property 10(1t~" and inlo lhe planning horizon. Any olher approach IS pre-delermlned allhe 1'101'1, and H'il/nol acknowledge c1J{JnglnR condlllons Ihal may legilimalcly warranl (/ change in land 1/se, ,.1ssl/l11;ng lhe proposed change is 2 D1XTA'" ^-- t f '.....,l L II !'.\. ~"-, l.l....... timely it makes good planning sense^ and will be beneficial for the community. then it is understood that Ihere are ceria in "reqlliremen/s ^' thai mllst be mel or complied wilh in order to meet the slatlltory and I'llle reqlliremenls for a Plan change. /n other words. iflhe change makes good planning sense^ Ihen any defIciencies inlhe submittal reqlliremenl.\' canlypcia/!y he corrected or addressed between Irlll1smif1a/ and adoption )1';111 additional data and appropriale conditions or limifalions. Findin2s and Conclusions; 2^ The proposed subdistrict is inconsistent with Policy 52.3 of the GGAMP. which prohihits commercial development along Golden Gate Parkway between Livingston Road and Santa Barbara Boulevard. Response.^ The eited PoliC\^ slates: . ~", Policv 5.2.3: ~ Recognizing the eXISting residential nature of the land uses surrounding the planned 1-75 interchange at Golden Gate Parkway. as well as the restrictions on conditional uses of the Conditional Uses Subdistrict of the Golden Gate Area Master Plan. there shall be no further commercial zoning for propel1ies abutting Golden Gate Parkway between Livingston Road and Santa Barbara Boulevard. No new commercial uses shall be permitted on properties abutting streets accessing Golden Gate Parkway within the above-defined segment This policy shall not apply to that existing portion of the Golden Gate Estates Commerciallntill Subdistrict. which is located at the northwest corner of the intersection of Golden Gate Parkway and Santa Barbara Boulevard And alfhollKh neither zonin~ nor lIses ql a commercial nature are Ju:'rmilled 10 be presenll)-.' approved at zoning (see the bold texl)^ there is no reglllatOJY preclllsion under this Po/icv axainsf redesignating the underlying land lise, regardless, this is \.1'hy an exception similar to tharfor the lands due north and immedialel\ across Golden Gate Parkway to this Polic)' IS proposed and appropriate 111 this GMP amendment based IIpon the changed conditions that now warrant a corresponding change in land use on this property 3. Additionally. a commitment was made by the County to the Florida Department of Transportation in consideration of the approval and construction of the 1-75 Interchange to keep the Golden Gate Parkway corridor "green" and not allow the proliferation of commercial and conditional uses^ ^- Re^<pOllSe.^ Becallse this propertv is located in Ihe IIrban core oj'lhe Countv and would nol he appropriate fin' low densily residential development, the enlire Golden Gate communi1y will he beller served with a mixed land use designation onlhis property in /ikefashlOn to the other three (flllldranls 01 Ihis inler,I,'eclion allowing for variolls urban commercial and higher densify residential uses. The sllhiecll'roperly is approximately ol1e mile easl of the /-75 /nlerehange. 3 ""'-"'~''''---'--' " - ,,- , '.- ~-"--' -'-'-'..~.'_..... ... ow . D'XTA" ( "'''1 I 11'-' .A. '\..., ,..... .A. ThllS. Ihe proposed slIhdislricl slle ;s al Ihe Il1rlhesl easlerh cxlenl af Ihe corm/or. The l11ajor;ll' of the properlylronls on Sanla Barhara BO/l/emrd und Ihul is where Ihe pril11ulT. i.e.. funC/ional acc(!sse,\' are located llnd 011(" sec()l1d{JI~" access ll'Ollld he fJrO\'iJed/()r as a righI-in. right-oul on Go/den (fale Porloi'm'_ It has hce}1 slIxxesled (h01 reference 10 Go/den Gale "Parhray" in 1he ,<.;uhdislricl name should he removed to elimlJutfe rIIll' perception thaI commercial lIses on the sUe will hare ony s;gnUiconl im/JOeI assocjated l\"ith that rOOdl1'(/.L Perhaps Ihe name "Go/den (iofe (julelfoy i\h'(cd l/se ,)'uhdisfric!' fS Ilwre ap/u"OjJr;(/fe (IS !his projecl is 01 the Ihresho/d fo the Go/den (jute "cily" area. In (lny case. (/ coot/iUan fhal lfOllld subjecI the J1ort!u!r(vfj'onlaxe of Ihe pn~jecl 10 the some 10n(/.\'('0/)il1g ami slreelscope slondards applied 10 the 1- -5 iJ1lerchal1ge H'ollld he appropriate to keep the corridor "green. ,-1ml given that "proliferatiol1" means "growlh hy the rapid multiplicatio/1 oj pllrts, " i,e., plural and therefore musl involve /IIore than one "part" or "rapid multiplicatIOn. " hecallse there has not In'Cl1 fl'el1 one other "exceptio)}" like that due 110rth of the slIhjecll1rolJcrty, ,.h SI/Ch. l1!J!Jro\'il1g the requested amendment cannot, will not, and do(!s not conslltlfte '"jJrolilerotlOlI. '" oj commercial and ('(mditionollfses. e.\j)(!ciall,l' where (he land at this location is IJresenlly uTilized/cJ!' !1O/1-r(!sidel'ltw! uses. 4. The application and support documentation for the proposed amendment does not address changed conditions that would justify or support an exception or change to the adopted Policy 5.7.3 in the GMP. ~ Re.~p()Il.l'e. /n add;l;on 10 Ihe fo/'egoll1g I'olnl. Ihe .\'o/,/'UIll'e Slalemenl. Allachmel1l A in Ihe (i,lfP an1f!l1dment uJ}J}/ication /nateria!s did in./acl. contain an explu}Jaliol1 ql the changed conditio}}s Ihat Hoult! l1'wTonlthe requesled exce!Jtion to that !wrticlIlar Folicy. and stated' '"TIlII rl.'cen! im/n'U\'t!!Jlfllls lu (jl)/df!l (jule Pork\1"ur unci Somo Burhal'o BO/l/I.!vord han.' renderl!d Ihe ,Id/hillel pr()paly genert/lh' lIf1.wiluhle fur singfl.!-jumi!\' J/lJflli!S dl/I.! /() uccess Iimilatiol1s and I/"atlic /loise and cOI1[!.eslio/l. The suhiect proJJcrlies ho\'(' II(Ter fwd residenliallalld uses ()}}-silr:: and hal'l.! uilrays' heen developed lrilh il/slilurio}}ul fund IIses as deelllcd uppropriatc (/nd compalihle with the neighhoring properries thrIJugh prio/" ::()lIii1,l.!. acfi()ns if There appears 10 be a phi/ol'Oi,h;w/ difference of opin;an helween Ihe a/'pliwnl and slalt .Yon-residential land uses hOl'e long hecn located on the suhjec( proper!.\-' and. (hrough prior zonil1R actions: Ihese lIses have heen./o/{}1(lto he COrlsistent 1\"ith the G(jAA1P. 11ie can oxree to disagrt!e. hut to lfS il is clear (hat this jwoperly is !JO( appropriale .Iiw low dcnsi!.v rcsidenlial IIse e,\j)(:,cially giv('n rhe recem alld significant expenditures or puhlic fimds to create improvements to hoth the wljace})t transportation 11('/\fOrk and intersection. 5. If this project is approved. adjacent sites "ould become eligible for conditional uses. Respon,\'e: 711ere is no loXical conncction he/ween the adoption oj this request and "eligihi/ity" to apply lor .future conditional /lse applications on adjacent properties. "E/igihility" does not provide certainty (~t conditional use approval. if' ever requested. nor appropriateness tu H'{lfTant ap!JrO\'(t/, which would .\'Iill hm'c to he demon.l;trated hused UJ] 4 DYXTA'" e'_. ( n:......1 J llr,~ ..a......., '''''' ...... Ihe maler/als included 10 suppaI'I a pOlential cundillOnal use requesl. Lill1?,llG?,e could be included in Ihe proposed subdislricl provisions Ihal would conlinue 10 preclude eli?,ibilily to pursue cundilionaluses should Ihe subdislricl be approved "No new condilionaluses may be pursued adjacenllo Ihe Subdislricl '.I' boundaries. .. 6. Despite the existence of Policy 5.2.3 in the GGAMP. it is important to note that the approval of this petition may provide the impetus for additional requests for commercial, either on abutting sites to the west. across Golden Gate Parkway adjacent to the northwest quadrant of the Golden Gate Parkwav/Santa Barbara Boulevard intersection. or both. , Response: The ralianale primarily supporlll1?, Ihe "exceplion" similar 10 Ihal in exislence fin' Ihe commercial use due norlh aj'lhe sub/ecl is primarilv based on ils shared primarv Fonla?,e wilh SonIa Barbam Boulevard. which is a fi,,:lual circumslance no olher propcrly along the Go/den Gate ('orrhlor helyveen these 111'0 siles and the /-75 interchange can ever meet And aKain. the opjJorll/l1ily exists 10 impose a preclusion against nell' requests fill' commercial desi?,/wlions Ihal are proximale. or abullin?,llie proposed subdislricllhrou?,h Ihe inclusion q(reslrictil'f language in/he provisions qllhe suhdislricl. -'_..~ "No new condilionaluses may be pursued adjacent /0 Ihe Subdis/riel boundaries, and Ihe existence oj' Ihis Subdisl,.;cl mav nol be used as jus/ificalion for fil/ure dUlI1?,es 10 the GGAMF 10 providl! lhr l1ell' commercial development op}Jorlu11l"ies, given the historic 11011- residel1lialuse aj'the Subdislric/lal1ds. .. 7. As required by Rule 9-J-5. F.A.C., the requisite data and analysis necessary to support the proposed change ti-om Estates -Mixed Use District, Residential Estates Subdistrict to the requested mixed use subdistrict, was not provided. The data provided indicated that no need exists for commercial - retail. but possibly a need flJr commercial - ottice. In addition. the data and analysis provided by the applicant did not include a residential needs analysis, population projections. dwelling unit inventory and projections, or other data and analysis were provided to support the increase of residential density. Response: The analysis provided by Fishkind and Associa/esfinds Ihallhere is a compellin?, argumentfi,r providln?,fin' addilional commercial office designaled land inlhis market area. There is an under-alloca/ion oj'lands available for otfice developmenl wi/lun the markel. The markel's (i.e.: Ihe sub/eel service area) otfice allocolion supplv-demand ralio IS curren/Iv below Ihe minimum deSired lel'eI oj' 2.0 and will decrease el'enfill'/her hy 2030. -~ However, in this case where Ihe relail allocalion sllpply-demand ralio falls jus I sli?,hlly above ,he minimum desired level, administrative case law and Rule 9J-5. F.A. C. indicate lhal Ihe needfi)r Ihe change may be demonslraled by olher f()("/Ors, such as sllilability of"lhe properlyf"r change. localio/Jal crileria. and commlll1lly desire (Interim Reporl 2010-J07 by 5 " --~.. ~, "'.. ... , .---..-....-..- '....-.--. ,~, " --,---~--,--- -- DlXTA'" ('1)'<,1 I j 1"-', ...&... '-, ,..L J.. Ihe Flo/'ida Sel]((le from ()c/ober ]OO~, Imge 3. fooll1OIe 13) The l'resel1ce of 011 O1'er allomliol1 shollld /'eSllI1 rn a 1'1'1'/('\1 of IlIe il1diwlors of /ll"hal1 sl'/'lIlI'l al1d oilier fac/ors !llill ou/weigh /he 17/1I11'-'1';CO/ over-allocutio}/. r/nlerim Rcporl 20J()-JO' In' ,he Florida Senatc from ()c/ober ]OIN. I'oge 5. fool))ole 2 -j See Or\(), IlIne ]iO))11., uwed ))1 IlIe Flsllkil1ll & Associl//cs' mlller;a!s. As 10 Ihe Fishkrnd & Associales' dlllo IInd 1111011Sis nol 111e1l1drng a /'esidfJ1lia! needs anll!ysis. ele, l'elillOner 110rnls 0111 1I]((I/I11el'lm Re]iorr 2010-107 by IlIe Flom/II Senale from ()c/o!Jer ]()()C) rRejJorl) makes clear Ihu! (Fell ll'hcn such UJ] analysis leads In the cone/usioJ} lhallhe !J!'oposed change resulTs ill (}\'cr-ul/()('llfio!1. (/ plan change con sli/I he ajJproved so long us 11 docs no/ meet/he indic%J's oj "/11'/1011 sprml'l. .. 5;ee the I'c.ferenccd RepOl'I, pOKe 3 alfool11OIe 12, cHil1g 10 II /)()A If Cl/se os alllhori{1' fo/' IlIis 11I'(1)osiliol1 Afore prac1iculfl". 1l'hi/e a rcsidcl71;all1ccds al1(/~l'sis Has no! prepared/or this application. ;1 should he understood Ihat the proposed incr('(/.\'(!. liS now mo(t;jied herein. \fould result in no more than 05 !1('lY dwelling IInits (7-1 tlll's requested mi/llls f.) SFR du 's o!!m1'ed under current ZOJ1lJ/g). C;iFell the C/lrrenl economic d(}\\,}}tJ/rn, construction oj n(')1' homes has "irtlfa/~" come 10" 11,,11, \1/11cll \\'111 keel' IlIe 1111'1''-'' of resldenlw!llIIils rel"li,'e!" col1slal11 il1ll1" shorl term. Ho\1 'f'l'cr, \1";th ('apilu/a/ion in the market ('om!Jined 11'ith decreased property ro/ues, the demandjol" homes /U1.\ heen steadfly incrcusil1g il1 Ihe /wsl six months (lml ot some }Joint, ('ert(l;n~\' \rel/ H';thin the timef;-ume oj the plol1ning /wn::on cOl1sideredfo/'lmu/lIse chany,es, the SIIJ}}}/Y wi// hun' hc('}} dllllillished 10 Ihe })()inl 11'IJC,.C demand \\'ill l1U1ndate 11('11' residential construction proceed in carnes', Prm'iding now/or ,his statistically insignijicant increase in residential units to !J1t.:'etfullIrc demand. }Wrticlllar~l' at this intersection. is appropriate giren the pred()mjn(lI1t~v l/rha}/ character oj ,he slIru)/{/uling urea (fml the ahilit.l' of these uses to capture or shortentnl}s, 8. Major discrepancies exist \\ithin the two market analysis provided including I) duplication of parcels; 2) duplication of parcels when determining certain acreage totals: and. 3) failure to include all vacant commercial parcels. The applicant's inf,mllation does not provide an accurate picture of existing commercial space. not 01" I"uture needs. In addition to the discrepancies in the provided data. it should also be noted that reviewing both the Onice and Retail analysis together yields that assumptions made I"l' the percentage 01" acreage that \\ould develop as oflice (approximately 33%) and retail (approximately 50%) space provide It)!" <.'Idditional unaccounted for acreage (17tyo). in other words additional acreage in the 20- minute onice trade arca and I (I-minute retail trade area of 160 acres and 60 acres. respectively. 6 ,-.- DlXTA'" l"()"l 1 TI~., ..&.. "'- l' 1''''' .L Response: allached). This commenl has been responded 10 by Fishkind and Associales (Documenl 9. The commercial analysis submitted docs not demonstrate the need for additional retail uses at this location. In fact. the study demonstrates that no additional retail is required even in 2010. when this supply of retail space will be double the demand. Even though the commercial analysis for office space demonstrates that approaching 2030 the supply of office space may almost equal the demand, given that the subject site is just outside the Urban Core a more appropriate location lc)r office space is within the core and not within the low-density Estates designation. Response: This commenl has been re.lponded 10 by Fishkind and Associates. (Documenl a/lached). "__k 1 O. It is asserted in the amendment application that the expansion of Golden Gate Parkway and Santa Barbara Boulevard to 6-lanes has changed the character of the existing residentially zoned site: making is unsuitable ic)r single-tamily housing. However, the petition does not address the specific changes or impacts the subject site. except to mention that traffic volumes are expected to increase on the adjacent roadways. Further. the current uses on the subject site. a church and school. have existed lor over 25 vears and after review of aerial . , photography submitted with the petition. suggested trallic impacts to the subject site arc not obvious given the institutional uses of the site and the placement of structures on the site. Response: 771e applicalion malerials clearly idenlitied Ihe land area removed fi'om Ihe subJect parcels 10 provide for right-orway neededfor Ihe adJaeenl roadway improvemenls in past and more recent years, The support materials also rejerence the negative impacls on the properl)' wilh respect to lratfle noise and congeslion, and limiled access, required dlle 10 aggregaling Ihe subJect parcels into one sllbdislriel and eorre.ljJonding plan of develop men 1. While the exi~ling land uses may nol have been greally allered b1' these access, noise. and Iratfie congeslionnegalive impacls. an)' change ofusefi'om Ihe exisling land uses would only (illow fi1l' fi//111ly care filCililies, essenlial services, or single~f{1I1Jil)' land lIses. Because Ihe markel would not supporlpurchase of the enlire landsfin'famil1' care and essenlial services dlle to Ihe jilet Ihey wOllld nol 1I1ilize or require Ihe enlire property 10 develop. the sole remaining highesl and besl "permilled lise" lInder Ihe current Eslates designalion H'ould he ill' no more Ihannine single~fwnil)' homes, - As a filrther conslminl It nol aggregaled inlo one unified plan ot developmenl, Ihe access managernen/ policies of/he County would no/ allol'v nine individual drivel<foys hosed on dril'ewa)) opening spacing restrictions due to these mos/recent ;mprol'(!men/s to those ml{jor roadwaysfi'onting Ihe parcel Addilional/)'. Ihe subdivision reqlliremenls of1he LDC wOllld 7 .- .., , _--.-- , .- -.- -.--- " .,-~ "-.--,,-.,-.... --- D'\XTA'" ( 'i'-'..l I .I"d, ..&.. '-..' ,.L ..... \'i/'tlfOlly make lhe re-suhdir;s;o!l of Ihe suhjeel !Jroperly imj){)S.\-;hle without jJ'ol1!age roads ulld cross-emel71ellls 1!1111 ,t'(w!d like!, Iwl cOIIII,/l' \111h Ihe f:'sluln lOllill1' Dislricl dcre/opmcl1l slum/ards. II. The proposed subdistrict mixed-use intensitvldensity of the development is consistent \\ith an urhan style development and is an extreme departure Ii'om the low densities presently allowed in the Estates designation ~- one residential unit per 2 Y; acres or legal lot of record. (If approved. this" ould be the lirst increase in densitv authorized in the Estates designation since the adoption of the (;(;AMI' in 1991.) Either extreme. a maximum commercial of 100.000 n' "ith a base densit\ ol-,,'iS Ill/AC (74 units). to utilizing the commercial to " . residential conversion resulting in a maximum cnmmcrci<.ll of 2/.00011- and a maX1I11U111 residential densitv 01 almost 12 DUlAC (247 units). is consistent with urban stvle des-elopmenl In addition. the proposed subdistrict \\ould also provide 1()J' a maximum 01240 senior housing units. 1\0 supporting data and anal\ sis bas been provided to demonstrate a need le)r the increased residential densitv or to demonstrate its appropriateness at Ihis location. such as a compatibility study. which would identily the impacts of the proposed project on the surrounding area. Re.\ponse,' r-f/hile !lUI included in lhe apphCalio}1 malerials. a sfle mW~l'sis was prepared 10 consider COl11jWUhllily \1"1(/1 the I1fixhhol'lng !)/'()perlfes thaI are del'eloped with .~"in;:le- fa/11ily hO/11es. There is on(v one sin;:le~f(l}l1ily residence thaI is relalire(v c/o,.;,'e to the suhled IwoI,erlL Thai home ex Isis on Ihe eilll I I!j lecl 01 Trod I)", ['nil 31!, (jolden Gale I:s/ales, alld IS aplwoxlma/e/, -II! leel lI'nl 01 Ihe sl/h/ed prol'erll'. AI! ",her ad/acenl Eslules designaled Iwrce!s 10 Ihe ",('SI hm'e homes 01 lfilsl 131! feel Irom Ihe sU!'leel proper!.\' The proposed suhdistrict development standards provide adequate separalions to ensure cO/11jwlihilily (i.e..' 25/t'('( plus exisUng st!lhacks ollhe residences equoles 10 110 less 111(1/1 tSj fool huilding separalions;, and/lIrther mellsures, s1Ich as, hut not limited to, l'egetotire Indfers (lnd structures 10 screcn /lI/lIrc mul/i)(1}ni~\' residen/ial and non- residen/iallond /I.\es would he included in the suhsequcllt rezoning application materials 10 furl her ensure COl1llWlihilill' ,.lddillOna!", rhe home 10 Ihe soulh 01 Ihe suhied property has heen considered In regard 10 cOmjh/lihili(l" with the potential f11l1lti~t(J/l1ily residential lInd non-residential land /lses, (lml similar meaSlll'e,'j' to Ihose stated {lhOl'e would also he included in suhsequent re:::ol7ing applicatIOn materials that would demonstrate {It lellst -j-too/ hili/ding scpOI'll/ions. 8 ,,_. DlXTA'" l n"d I Ii"', ....."-., 'A .a.. 12. Staff acknowledges that the inclusion of on-site housing for the Goodwill Industries continued operations can help eliminate thc transportation barrier for these employees. However. the proposed amcndment does not guarantee these housing units. Response: Goodwill/ndllslries may IIxree /() commillo Iheir workfi,,'ce housinx plans inlhe proposed suhdislricl. hul II wOllld he more IIpproprialelv commil/ed 10 liS a parI ofthefii/lIre zoning aef/on. 13. For HB697 requirements. the applicant has not provided data supporting the generic statements. This petition promotes urban sprawl. with the urban style development outside the urban core. in an area zoned lor I DU/2.25 AC. Other issues exist lor the proposed site. in particular walkability to nearhy commercial uses and the transit stops. Minimally a pedestrian t1-iendly streetscape should be crcated to hetter serve a range of users; for this stair would recommend pedestrian Iricndly improvements he made at the Golden Gate Parkway and Santa Barbara Boulevard intersection. In summary. this is a clear representation of urban sprawl. increasing a delined Urban Core boundary to increase densitylintensity of development without supporting data and analysis. Re.lponse: Again. slaff and Ihe pelitioner's agent disaxree fill1damentallv on what constitules "urhan spmwl. .. and retilioner relies onlhefacts and Ihe applicahle regulalions. The proposed mixed use suhdistrict could conslftUff .'prowl ~f il lverf localed Ihree or more miles 10 Ihe easl in the Rural. and/or Estales designalions where. as per the cited definition Ihere was a lack ofeentmlly prm'ided 1I111ilie.' and .'poradic pohlicfi/cililies. Where proposed atlhis specific intersectionlhe elemenls of the definilion are nolme/. Staffmay he correc/ in thaI pedestrian Fiendlv improvements mav he necessarv wllhinlhe proposed sllhdistrict and beyond Ihe houndaries (~llhe slIbdislric/, 01 Ihe major intersection, and language to that effecl collld he inclllded 111 the suhdistric/ provisions. hul Ihe specificilv of Ihose impro\'emenls arc best identified }{I'ophical/y as 1I part (?! a sub"lcqucnt rezoning proces.\' 14. Using "proximity to urban development" as justification I'll" increasing land use to a urban development contradicts smal1 growth and perpetuates urban sprawl when not supported by data and analysis. The area east of the subject site is the urban core, which provides lor dense urban development with a wide range of uses in order to serve that urban area and the surrounding Estates zoned and designated semi-rural area. This compact urban core has a clearly delined boundary and includes a residential density band. - Re.lponse: The predominant developmenl pal/ern around the relalively isolated sections of Eslates designalion is urhan hoth to Ihe norlh. so 11th. and wes/. This pal/ern of lIrhan developmenl around .'prawling Estates designallon will most likely will he perpetuated hy the GGAMP. hul on Ihis particular propertv. wllh urhan land uses and densilles in everv olher 9 _.-_~-,~" .'- -----~~_.--- -, ""~- ---" , " - DYXTA" ( ",.... I 11"..1 ~ '-, '-I.. .A.. quadran! of this major intersection. and lIrha}] d('l'e/opment surrounding Ihe Esfafes desigl1aled lal1ds. j1/SlijiUlllOl1 d1/e 10 1"'OXlIl1ill' 10 1/1'111111 dncloJlmel11 is lIJ1J1I'OJll'illlejol' Ihis jJro/N!rty Oil the easternmost arm outermost fringc of I/W E:...lule.\' designation. that is wilhin Ihe hOllm/m:r oj Ihe l/rhol1 designatioJl IS ho/f1 17mI' ojJprojJrtflle (//1(/ \\"('11 Jimmied in sound planning principals. Furthermore, there is n() h()IIJ1(lm~r lor (111 "urhan COfe" dejinedfhr the Golden (jafe area ami {/ dens/!l" hand i.'. nof l1l'cessf/afed where the maximum dens/h" re(jlfesled is less IlulJI the ("OIII/f.\' hase den,ity/()r reslllcll!ia/ land 15. This petition is inconsistent with the (J(iAMP vision I,)r commercial development in Golden Gate Estates. as well as for 100v (semi-rural) dcnsity residential development. Re,\ponse: lhis is (f hold conclus/on IIJlSlIppOrled hy any (1J1{Jlysis' or cill! to pertinent uuthority. ,')'ee ahove /"('SjJOJ1se and re.\'jJOl1ses ol1/Jrl!cediJ1g S(!\'C1] pOJ.!.es. Proposed Revisions To Subdistrict Text Amendments: In an en,)!'t to respond to the comments of stalf and discussions "ith the ncighboring residents. the Petitioner is p]"()posing to modily the text cdits p]"()posed I,lt" inclusion in the Goldcn C,ate Area Mastcr Plan. as follovvs: I. GGAMP - Pagc I. I.ist of Maps -- no change: GGAMP - Pagc 4- Policv 1.1.2. t\. Estates-Mixcd Usc District - no change: 3. GCiAi\1P - Page 12 - Cioal 5. Objective :'.2.. J>olic) 5.2.3 - no change. except for change recommended h, stall: 4. (,(JAMP - Page 18 - t\. \ irban-\1ixcd \ 'se Dislrict. Dcnsity Rating System. b. Density Bonuses. iii. t\fj,)rdablc-vvorkt<lI"Ce 1I0using Bonus - inclusion in the proposcd suhdistrict has been removcd so therc will bc 110 change proposed to apprcwed Page 18. 5. CiGAi\.1P - Page 26 2. Estates Designation - no change. except f(Jr change recommendcd by stall: 6. GGAMP - Pa~e .1.1 - Estales-Mixed lise' District. 5 (,oldcn Gate Park"av Mixed Lse ~ Subdistricl - re-writtcn as 1()llo"s: o The Golden Gate Gate"a) Mixed Use Subdistrict compriscs al2Proximatelv 20.71 acres and is located at thc southwest corner of the intcrsection of Golden Gatc Parkwav and Santa Barbara Boulevard. The pJdIpose of this Subdistrict is to allow lor a mix of commercial. residential and institutional uses. This Subdistrict is intcndcd to allo" lilt" a mix of both retail and onicc uscs so as to prO\ide QQPortunities Il)r shol2ping and personal services for on-site residential development as well as lor the surrounding residential areas within a convenient travel distance. The developmcnt standards contained in this Subdistrict are designcd to ensure that all development allowed within this Subdistrict will be compatible with adjacent and nearby residcntial developmcnt. 10 _.. D\XTA'" ( P,<,l I I i "..I , ...... '- l 1..L ..... Residential multi-familv land uses are allowed within this Subdistrict at a density set forth in paragraph a. below. Senior housing, including. but not limited to assisted living facilities. nursing homes and group care units, are also specifically allowed in this Subdistrict. No new conditional uses may be pursued adjacent to the Subdistrict boundaries. and the existence of this Subdistrict may not be used as justification for future changes to the GGAM? to provide for new commercial. or mixed use development oRPortunities. given the historic non-residential use of the Subdistrict lands. The following criteria and standards shall regulate development within the Golden Gate Gateway Mixed Use Subdistrict: a. Residential Density I. Residential density shall be calculated on the total site acreage of20.71", acres. 2. The residential density shall not exceed 3.55 dwelling units per acre (74 units). 3. Base density shall be reduced if senior housing is constructed. as set forth in paragraph b.3.. below. ,'-- 4. The minimum allowed density is 2.0 units per gross acre (41 total dwelling units). 5. Only multi-family dwelling units are allowed in this Subdistrict. b. Limitation of Commercial Uses 1. Commercial uses shall be limited to a maximum of 60.000 square feet of gross leasable floor area. of which no more than 40,000 square feet of gross leasable floor area may be developed as retail commercial land uses. 2. Commercial land uses shall be limited to those permitted and conditional uses set forth in the C-I, C-2. or C-3 Zoning Districts of the Collier Count v Land Development Code, Ordinance No. 04-41. as amended, except as prohibited in paragraph d.. below. 3. The floor area ratio for senior housing. including. but not limited to. assisted living. nursing care. and group care units shall not exceed 0.60. The floor area of senior housing development shall be excluded from the commercial floor area limitations in paragraph b.l., above. For each senior housing unit (room. not beds) constructed. Y, of a dwelling unit shall be deducted hom the density allowed in a.2.. above. A maximum of 240 senior housing units is allowed. .-' 11 YO ... - DYX'A'" ('Il''>, 1 11:'-.1, ~ '-, ,..... ... c. Rezone I. To promote a cohesive plan oj" development, the entire site shall be rezoned to a single Mixed Use Planned Unit Development (MPUD). Regulations far water management. unitarm landscaping. signage. screening and bulTering shall be included in the MPUD ordinance to ensure compatibilitv with adjacent and nearby residential areas. d. Development Standards I. Commercial development directl\ abutting residential pJ:Qperty ([lli1.pertv zoned E- Estates and without an aQjlro'ed conditional use) shall provide. at a minimum, a se,entv-live (75) Ic)ot buffer. or a lith (50) J"eet wide butler in which no parking uses are permitted. Twent' (20) ICet oj" the width oj" the butTer alon~ the developed area shall be a landscape huffer. A minimum of thirtv (30) feet of the butTer width shall consist o!"retained native vegetation and must be consistent with subsection 3.05.0711. oj" the LDC. If the lilh (50) fcwt bulTer alternative is Q!:Q.posed Ic)r all, or a portion oj" the western and southern boundaries oj" the Subdistrict, then a six (6') Icwt. architeeturall\ Ilnished solid fence/wall shall he installed within the requircd butTer in a location that provides the greatest screening oj" land uses developed in this Subdistrict. and oj" the existin~ Estates residences to the west and south. The native vegetation retention area mav consist or a perimeter berm and be used t{Jr water manauement detention. Am newl\ constructed berm shall he re-vegetated to meet subsection ,1.05.07l\. of the \.DC (nati,e vegetation replanting requirements). Additionallv. in order to bc considered Ell" al2proval. use of the native vegetation retention area for water management Q!!.!Poses shall meet the following criteria: (a) There shall hc no adverse impacts to the native ve~etation heing retained. The additional water directed to this area shall not increase the annual hydro-period unless it proven that such 1\ ould have no adverse impact to the existing vegetation. (b) tfthe pJ:Qject requires permitting by the South Florida Water Managcmcnt District. the pJ:Qject shall provide a letter or ol'licial documcnt from the District indicating that the native vegctation with the retention area wil] not have to be removed to comply with water management requirements. If the District cannot or will not gmply such a letter. then the native vegetation retention area shall not he used fell' water man3g,cment. (el If the J2IQject is reviewed hv Collier County. the Count v engineer shall provide evidence that no removal oj" native vegetation is necessarv to taciJitate the necessary storage or \\'uter ill the water manUl.lcment area. 12 e_ DlXTA'" co,''\ J rl....' ..&.. '-, '.L ..... 2. Proiects shall provide a 25-foot wide landscape butTer abutting the external right-ol~ way. The bulTer shall contain two staggered rows of trees that shall be spaced no more than 30 feet on center. and a double row hedge at least 24 inches in height at time of planting and attaining a minimum of three feet height within one vear. A minimum of 50% of the 25-foot wide butler area shall be comprised of a meandering bed of shrubs and ground cover other than grass. Existing native trees must be retained with this 25-hlOt wide butTer area to aid in achieving this butler requirement; other existing native vegetation shall be retained, where possible, to aid in achieving this buffer requirement. Water retention/detention areas shall be allowed in this bulTer area if lett in natural state. and drainage convevance through the buffer area shall be allowed if necessarv to reach an external outlall. For that portion of this Subdistriet lying within the Corridor Management Izoning) Overlay (CMO). the more stringent requirements of this paragraph and the CMO shall aQply. 3. Shared parking shall be required with adjoining deyelopments wherever practicable. To the greatest extent possible, internal parking and driveways shall be located between the Subdistrict's residential and commercial structures in order to minimize noise and lights on adiacent Estates Zoned llli2Perties. 0---- 4. Driveways and curb cuts shall be consolidated with adioining developments. wherever practicable. 5 Building heights shall be limited to two (2) stories, with a maximum zoned height of thirtv-tiye (35) feet. 6. Commercial uses shall encourage pedestrian traffic through the placement of sidewalks. pedestrian walkways, and marked crosswalks within parking areas. AQjacent !2[Qjects shall coordinate placement or sidewalks so that a continuous pathway through the Subdistrict is created. 7. All commercial buildings within this Subdistrict shall utilize a common architectural theme. 8. All lighting shall be architecturally designed and limited to a height of twenty-five (25) feet. Such lighting shall be shielded trom neighboring residential land uses. This theme shall be allPlicable to both building design and signage. 9. All commercial buildings shall have tile roofs, "Old Stvle Florida" metal roofs. or decorative parapet walls above the rootline. The buildings shall be finished in light subdued colors. except for decorative trime - 10. If the !2[Qject is submitted as a PUD. it shall provide a lunctional public open-space component. Such public open-space shall be developed as a green space within a 13 --..-...."- .. - "-"'-"- D'XTA" (', )'-...1 1 11"-', ...&.. '"' ,...... .1- pedestrian-accessible courtyard. as per Section 4.06.038.3 of the LDC. as in effect at the time of the PUD apJlroval. II. The following principal pcrmitted uses are prohibited; (a) Drinking Places (5813) and Liquor Stores (5921) (b) Mail Order lIouses (5961) (cl Merchandizing Machine Operators (5962) (d) Power Laundries (7211) (e) Crematories (7261 ) (Does not include non-crematorY Funeral Parlors) (f) Radio. TV Representatives (73 I 3) and Direct Mail Advertising Services (7331) (g) NEe Recreational Shooting Ranges. Waterslides. etc. (7999) (h) General Hospitals (8062). Psychiatric Hospitals (8063). and Specialty Hospitals (8069) (i) Libraries (8231) (j) Correctional Institutions (9223) (k) Waste Management (9511) (I) Ilomeless Shelters and Soup Kitchens. 14 ,.-., r , , , ; 1 , , ,~ , , , _..;Ill , f , oil , , , , , , 'I , ; , , " I U , ' ' t , , ~ , ,j ~. , , ; , , 1 , , " :1 -~-~ I 'j' , \ , ',} I , ; , , , I , 'ii , , , I " , , :1 j , , . , , " , , , , , , , , , , , f' , I , , " I I trio , t, , , , -,-" D'11 A INc'~:,:t~rien CONSULTING GvilEn' . .&. ...., ,~ ... S~&~ I.IPIJO\0002 G~nerol Consultorien And Coordinolion\I:.-:Mt\ll6008JOI00X01.d"'9 DillE OCT, 2009 Odob~( 14, 2009 4:01 PI.I Q:\2006\060083.01 00 Napl~5 Cltrislion CPA And 1" )00' Wi:NTNAPLES CHRISTIAN GOODWILL INDUSTRIES ACADEMY & OF SW FLORIDA SCAlE- DRilWN ilY MS,J Tlh[ 6610 WIllow Park DrIYe,SuIte 200 Naples, FlorIda 34109 Phone: (239) 597-0575 "'6V'{'>'>Q'I:0"7_r\lt.'711 CHECKED BY D.H.N. SEe: l\IlP: RGE PROJlCr 29 495 26E NUMBER: ESTATES BUFFER 060083.01.00 ~8':~ER 1 01 1 EXHIBIT ~'C~"fR0600830100X07 '---.._..__.~ . -~'''.,-_._'~- .._..,<-<_._-~ "-_...~....,-~.."._....- ".~" Fishkind Response to Staff Report - Needs Analyses - CP-2008-3 (10-21-09) Below are Fishkind's responses to issues raised in the final Staff Report. Where applicable, the responses below refer to revisions to the analyses and additional information provided in the attached updated reports. Office Needs Analysis 1) Page 11 - paragraph 1. Staff indicates, "the 20-minute trade area extends into Lee County, which is not included in either analysis, and into the City of Naples," Response: Please refer to the updated analyses for a revised dataset that includes any omitted data that falls within Lee County. The City of Naples is accounted for in the original analysis. ."- 2) Page 11 - paragraph 1. Staff conducted an analysis of supply within the 20-minute trade area. To remain consistent with the CIGM, Office and Service DOR codes were used. (DOR: 17-19,23-25,31,32,34,36,37). Staff indicates these DOR Codes are consistent with the applicant's request for C 1-C3 commercial districts. Response: The Office Needs analysis prepared by Fishkind analyzed only the demand for, and supply of, office space. Service related uses are analyzed separately in the Retail Needs Analysis where applicable. The descriptions below show that DOR Codes 31, 32, 34, 36, 37 utilized in Staff's Office Analysis are not office related land uses: . 30- Florists, greenhouses; . 31- Drive-in theatres, open stadiums; . 32- Enclosed theatres, enclosed auditoriums; . 33-Nightclubs, cocktail lounges, bars; . 34- Bowling Alleys, skating rinks, pool halls, enclosed arenas; . 36. Camps; . 37- Race tracks, horse, auto, dog. 3) Page 11 - paragraph 2. Staff concludes, "Utilizing the CIGM Office and Services DOR Codes.......the trade area contains approximately 365 parcels (almost 525 acres) with almost 6.5-million sqft of constructed office space." I ---- .~.._-----,-- . ~-_...~ ,,-- --.....,.-.....<....-,-.. -.- . ,.. -- Response: As the descriptions above show, DOR Codes 30, 31, 32, 33, 34, 36, and 37 are not office land uses. Inclusion of these DOR Codes in the Staff Office Analysis alters the supply calculation. 4) Page 11 - paragraph 3. Staff indicates that, assuming the applicant's demand calculation is correct, "staff's analysis allocation ratios are 1.43 for 2008 and 1.01 for 2030." Response: Staff's analysis compares the applicant's demand for office space, to the supply of office space (vacant and existing) in addition to the supply of non-office DOR Codes: 30, 31, 32, 33, 34, 36 and 37. Including these DOR Codes alters the results. Even so, Staff's 2030 allocation ratio is extremely low. 5) Page 12 - paragraph 1. Staff's concern with the Office Study has to do with the total trade area supply of 10.8-rnillion square feet of existing and allocated office space. Specifically: a. Staff states, "Some developed parcels have been included in both constructed office space and allocated office space..........." Response: Erroneous parcel duplications have been corrected in the updated analyses. b. Staff states, "for Office Study table 2.2.5, the total acreage for the "Redeveloprnent" and "Traditional" parcels exceeds the provided data by approximately 560 acres and 22 acres respectively..." This is reiterated below Table 3 - Office Trade Area Summary - Staff indicates, "the applicant provided calculated Vacant Acreage and Sq Feet. The Acreage appears to have included an additional 580 acres, which implies the Sq Feet is incorrect by the same percentage." Response: Some duplication of parcel IDs is necessary to fully account for single parcels that have acreage split across multiple sections. Additionally, parcel duplication is necessary to fully account for constructed space on single parcels that contain multiple structures, as there is a separate property record for each structure. Any parcel duplications that were found to be erroneous have been corrected in the updated analyses. Duplications remain where appropriate to get full accounting of parcel building square footage. 2 ~- c. Staff states, "based on the provided data approximately 200 parcels were included in the total more than once, some as many as 14 times." Response: Some duplication of parcel IDs is necessary to fully account for single parcels that have acreage split across multiple sections. Additionally, parcel duplication is necessary to fully account for constructed space on single parcels that contain multiple structures, as there is a separate property record for each structure. Any parcel duplications that were found to be erroneous have been corrected in the updated analyses. Duplications remain where appropriate to get full accounting of parcel building square footage. d. Staff states, "It appears that the market analysis does not take into account a large portion of parcels defined as DOR Code 10, Vacant Commercial. ".., Response: Commercial analyses. Any omissions of DOR Code 10, Vacant parcels have been included in the updated .~. 3 - _"n"" " ___.__ - ., "." ,. ..-.-, .. .~.___~O..__._ Retail Needs Analysis 6) Page 13 - paragraph 1. Staff states that the 2009 AUIR population projections indicate that the 2030 projected population for the trade area would be 10% less than using the 2008 AUIR population projections Response: The draft 2009 AUIR was not available as of the date the updated analyses were prepared. 7) Page 13 - paragraph 3. Staff conducted an analysis of supply within the 10-minute trade area. To remain consistent with the CIGM, Retail Trade DOR codes were used. (DOR: 11-16,21,22,26,27,29,30, and 33). Response: The Retail Needs analysis prepared analyzed only the demand for, and neighborhood/community serving retail space. by Fishkind supply of, DOR Codes 15 and 29 utilized by Staff are Regional Center and Wholesale land uses respectively neighborhood/community retail land uses. Shopping and not 8) Page 13 - paragraph 3. Staff concludes, "Utilizing the CIGM Retail Trade DOR Codes.......the trade area contains approximately 166 parcels (almost 373 acres) with almost 2.9-million sqft of constructed office space." Response: DOR Codes 15 and 29 are not neighborhood/community land uses. Inclusion of these DOR Codes in the Staff Retail Analysis alters the supply calculation. 9) Page 14 - paragraph 1. Staff's concern with the Retail Study has to do with the total trade area supply of 3.6-million square feet of existing and allocated office space. Specifically: a. Staff states, "Some developed parcels have been included in both constructed retail space and allocated retail space..........." Response: Erroneous parcel duplications have been corrected (approximately 8) where applicable in the updated analyses. b. Staff states, "for Retail Study Table 2.1.1, the existing acreage exceeds the provided data by approximately 400 acres ..." This is reiterated below Table 4 - Retail Trade Area Summary - Staff indicates, "the applicant provided calculated Vacant Acreage and Sq Feet. The Acreage appears to have included an additional 400 4 - acres, which implies the Sq Feet IS incorrect by the same percentage." Response: Some duplication of parcel IDs is necessary to fully account for single parcels that have acreage split across multiple sections. Additionally, . parcel duplication is necessary to fully account for constructed space on single parcels that contain multiple structures, as there is a separate property record for each structure. Any parcel duplications that were found to be erroneous have been revised in the updated analyses. Duplications remain where appropriate to get full accounting of parcel building square footage. c. Staff states, "based on the provided data approximately 30 parcels were included in the total more than once, some as many as 53 times." Response: Some duplication of parcel IDs is necessary to fully account for single parcels that have acreage split across multiple sections. Additionally, parcel duplication is necessary to fully account for constructed space on single parcels that contain multiple structures, as there is a separate property record for each structure. Any parcel duplications that were found to be erroneous have been revised in the updated analyses. Duplications remain where appropriate to get full accounting of parcel building square footage. d. Staff states, "It appears that the market analysis does not take into account a large portion of parcels defined as DOR Code 10, Vacant Commercial. Response: Commercial analyses. Any omissions of DOR Code 10, Vacant parcels have been included in the updated 5 ___.-",., .""_.,,.- '__r ~.,_..,w...,..__ ..-,-.- "'- ---,= ~- ,..., Staff Additional Analysis Comments 10)Page 15 - paragraph 1. Staff states, "in addition to the discrepancies in the provided data, it should be noted that reviewing both the Office and Retail analysis together yields that assumptions made for the percentage of acreage that would develop into office (approximately 33%) and retail (approximately 50%) space provide for additional unaccounted for acreage (17%). Response: The unaccounted for 17% of developable acreage would be allocated to uses other than retail or office (I.e. hotel/lodging, ALF, industrial, institutional, etc.) In estimating the build out of a Mixed Use Activity Center or Redevelopment Overlay for example, it is reasonable to assume uses other than office and retail would also be developed. The source for the distributions is provided in the report. (, -- Cover Letter - Needs Analyses Golden Gate Parkway Mixed Use Subdistrict Fishkind & Associates, Inc. Revised and Updated 10-21-09 The following updated reports incorporate responses to issues raised in the Staff Report for Petition CP-2008-3, Golden Gate Parkway Mixed Use Subdistrict Growth Management Plan Amendment. The scope of revisions focuses on the reconciliation of parcel data, which is utilized as the basis for the supply determination. The two attached reports are as follows: 1) Office Needs Analysis -10-21-09, and; 2) Retail Needs Analysis - 10-21-09 The sections below provide summary results of the updated analyses. Office Needs Analysis -'~, The following provides revised results concerning office need based on the incorporation of reconciled parcel information (please refer to the full analysis for complete calculations). Because of uncertainties inherent in long term analysis horizons and the fact that the supply calculation takes into account lands that mayor may not be developed as office space - or at all, the comparison of supply-to-demand is articulated by an 'allocation ratio' (ratio of supply-to-demand). To support an appropriate level for the allocation ratio, Fishkind has reviewed findings of fact from administrative hearings, comprehensive plan amendments found in compliance by the Department of Community Affairs, and land allocations embedded in other comprehensive plans 1. These sources find supply-to-dernand ratios from 2.0 to 2.5 to be acceptable - depending on how rapid an area is developing and how close it is to build out. For this analysis, the minimum acceptable level for the allocation ratio is 2.0. 1 Please refer to full analyses for complete source inIormation. 1 --......-."...-...----.. ,. , --_.~--,.,. '-, '.. ._--... .".. -,.-.---'. -~--~~_.~. -.,----..-...--'.....- Commercial Office Office Need in Pro'ect's Market Revised 2008 2010 2020 2030 Market Office Demand Cumulative 7,233,688 7,512,939 8,909.194 10.305,449 12,934.035 12,934,035 12,934,035 12.934.035 --.,..-.... '_..~.~-~--.~" _._~--_._._- .. -_.~_..- Allocation Ratio 1.79 1.72 1.45 1.26 The table above shows the ratio of the total supply to the total demand equals 1.79, 1.72, 1.45, and 1.26 forthe years 2008, 2010, 2020, and 2030 respectively. This comparison converts all vacant and potential acres and assumes full development within the market It is important to note that the supply-to-demand ratio represents a sufficient allocation of land to ensure proper market functioning. The additional lands are needed to maintain market level pricing, account for the likelihood that certain lands will not be introduced to the market over the forecast horizon or may be subject to other future ownership or environmental constraints, Based on this updated analysis, there remains a clear and compelling case for adding additional commercial-office designated land to this market. As noted here, this market's office allocation ratio will decrease to 1.26 by 2030. It is just these types of situations that make it good planning policy to have a sufficiently high ratio to accommodate the expected demand in a meaningful fashion over the planning horizon, Retail Needs Analysis The following provides revised results concerning retail need based on the incorporation of reconciled parcel information (please refer to the full analysis for complete calculations). Because of uncertainty associated with the length of the analysis horizon and the fact that the supply calculation takes into account lands that mayor may not be developed as office space - or at all, the supply-to-demand comparison is articulated by an 'allocation ratio' (ratio of supply-to-dernand). To support an appropriate level for the allocation ratio, Fishkind has reviewed findings of fact from administrative hearings, comprehensive plan amendments found in compliance by the Department of Community Affairs, and land allocations embedded in other comprehensive plans2 These sources find ratios from 2.0 to 2.5 to be acceptable - depending on how rapid an area is developing and how close it is to build out 2 Please refer to full analyses for complete source information. 2 ~..>,- For this analysis, the minimum acceptable level for the allocation ratio is 2.0 Commercial Retail Retail Need in Pro'ect's Market 2008 2010 2020 2030 1,226,630 3,743,503 1,278,725 3.743,503 1.536,912 3,743,503 1.789,610 3,743,503 Market Office Demand Cumulative Su I Net GLA S Ft Allocation Ratio I IDemand 3.05 2.93 2.44 2.09 The table above shows the ratio of the total supply to the total demand equals 3.05,2.93,2.44, and 2.09 for the years 2008,2010,2020, and 2030 respectively. This comparison converts all vacant and potential acres and assumes full development within the market. Based on this analysis, there is currently a sufficient amount of retail space designated by the Plan for this market. As noted here, this market's commercial ratio will decrease to 2.09 in 2030. This ratio is sufficiently high enough to accommodate the expected demand in a meaningful fashion, Therefore, no numerical need for additional retail space exists in the Project's market. -, It is important to note however that case law has indicated the need for additional commercial land may be demonstrated by other factors than numerical allocation. These factors include: suitability of the property for change, locational criteria, and community desires3 (Interim Report 2010-107 hy the Florida Senate /i'om October 2009, page 3. foo/note 13). Furthermore, the presence of an over allocation should result in a more thorough review of the indicators of urban sprawl and other factors may outweigh the numerical over allocation4 (Interim Report 2010-107 by the Florida Senate/rom October 2009. page 5.fiJOtno/e 27). ,_., 3 O'Connell v, Martin County, DOAH 01-4826GM (Oct. 16,2002), 4 Sierra Club v. St. John's County & DCA, DOAH 01-1851GM (May 20,2002) 3 .. _...._~ --".--- .... .. - -- Golden Gate Parkway Mixed Use Subdistrict Commercial Needs Analysis Retail Study April 24, 2008 Revised and Updated: 10-21-09 Prepared for Naples Christian Academy Goodwill Industries of Southwest Florida Prepared by Fishkind & Associates, Inc. 1415 Panther Lane, Suites 346/347 Naples, Florida 34109 (239) 254-8585 -~'.. Attachment P Fishkind & Associates Needs Analysis - Retail Study , ~--_",'..---"",__, --,'-'- ._.~ -. . ......--.. .---." ~ ~-_.._..' .._..~.._~,--~. . ~.__..".._--- 1.0 1.1 1.2 1.3 14 2.0 2.1 2.2 2.3 24 3.0 3.1 3.2 4.0 4.1 5.0 TABLE OF CONTENTS INTRODUCTION .......................... .................................................................................. 3 ~~....................................................................3 OVERVIEW OF NEEDS ANALYSIS ............................... ........... ................ ... ..... ........... ....................... 3 DEFINITION OF THE TRADE AREA.............. ..... ........ .......... ...................... .... ......... ...... ..... ... ........ ......4 ANALYSIS PROCESS................................................. .......... ............ ...... ........................ ........5 THE SUPPLY OF RETAIL SPACE............................................................................... 6 EXISTING RETAIL SUPPLY IN PROJECT'S MARKET ..... ................................................6 ...............................7 POTENTIAL RETAIL SUPPLY IN PROJECT'S MARKET RECONCILED VACANT COMMERCIAL LANDS.............. ..... ..............................................................13 TOTAL RETAIL SPACE HOLDING CAPACITY IN PROJECT'S MARKET...............................................13 THE DEMAND FOR RETAIL SPACE ........................................................................15 DEMAND FOR COMMERCIAL-RETAIL SPACE IN THE PROJECT'S MARKET .......................................15 HOUSEHOLDS AND INCOME IN THE PROJECT'S MARKET ................................................................15 COMPARISON OF SUPPL Y-TO-DEMAND ..............................................................17 SUPPL Y/DEMAND COMPARISON AND THE ALLOCATION RATIO.......................................................17 CONCLUSIONS CONCERNING THE PROPOSED AMENDMENT ........................ 18 APPENDIX #1 - RETAIL DEMAND METHODOLOGy......................................................... 19 APPENDIX #2 - 10-MINUTE DRIVE TIME TRADE AREA MAP .......................................... 23 APPENDIX #3 - I-SITE CENSUS-BASED HOUSEHOLD TREND REPORT ...................... 24 APPENDIX #4 - POPULATION PROJECTION METHODOLOGy...................................... 25 APPENDIX #5 - USE OF THE ALLOCATION RATIO .......................................................... 27 Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 2 --"".. 1.0 Introduction 1 .1 Purpose The purpose of this report is to present a commercial needs analysis for the proposed change to Golden Gate Area Master Plan ("Plan"). The Naples Christian Academy and Goodwill Industries of Southwest Florida ("Client") are proposing approximately 17.16 +/- acres of mixed use development ("Project") including a commercial office and retail component and a small amount of residential development at the southwest corner of Golden Gate Parkway and Santa Barbara Boulevard, in the Golden Gate area of Collier County ("County"), Florida. Fishkind & Associates, Inc., ("Consultant") has been engaged to prepare this report. This report analyzes the need for retail space at the Project. 1.2 Overview of Needs Analysis In the context of amending the adopted Plan the applicant must demonstrate the need to amend the plan. Typically, this takes the form of a comparison of: o The supply of existing land/square footage currently planned for various commercial uses; and o The demand for land/square footage based on projected households in the market Historically, these comparisons have focused their studies County-wide. This analysis studies the market for commercial retail demand around the project and portions of the County within certain drive time distances. There are two related reasons for this type of analysis. First, consumers are assumed to maximize benefit over all goods and services consumed subject to their income. This type of analysis requires that travel costs are either explicitly or implicitly accounted for during the consideration of the consumers' income constraint. This analysis requires the Consultant to narrow the scope of the analysis from the county level down to a local market level. Second, the Consultant considers whether the choice of location is a Pareto improvement for consumers. (Pareto improvement means that no consumers are made worse off, and at least one is made better off.) That is, the Consultant asks the question whether additional commercial space makes at least one local market better off, without reducing the welfare of all others. An analysis of commercial space over the whole of a county may lead to the wrong conclusion of where to develop new space. That is, the county as a whole may appear to need more commercial space to support the aggregate level of demand generated by its residents. With many County-wide choices of commercially-zoned lands available, the development of one site over another may lead to an over supply in one location and an under supply in another. This is precisely the outcome the County wants to avoid. C'~ Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 3 ,.,,",u___~__.. _, - "'--,.'..~-_.."'~'" - ,,--. ""~~-~ Therefore: o By narrowing the focus of this study to the local market, the Consultant determines if this market has a need for additional retail space. o The Consultant can replicate a competitive outcome, and ensure that the welfare of all other local markets is improved or unchanged. 1.3 Definition of the Trade Area Based on the character of the proposed development and surrounding uses, the market trade area utilized in this analysis is neighborhoodlcommunity serving in nature. According to the Urban Land Institute 1 "A neighborhood center's typical size is about 60,000 square feet of gross leasable area, but in practice, it may range from 30,000 to 100,000 or more square feet." Neighborhood centers sell convenience goods, groceries and personal services to the immediate neighborhood community. The typical market area for a neighborhood center is a 10- minute drive time. "A community center's typical size is about 150,000 square feet of gross leasable area, but in practice, it may range from 100,000 to 500,000 or more square feet. Centers that fit the general profile of a community center but contain more than 250,000 square feet are classified as super community centers." Community centers sell a wider range of products that includes apparel, hardware and appliances. The typical market area for a community retail center is a 20-rninute drive time. "A regional center's typical size is about 500,000 square feet of gross leasable area, but in practice, it may range from 250,000 to over 1,000,000 or more square feet Regional centers sell general merchandise, apparel, home furnishings, and a variety of other goods and services to a larger regional market. The typical market area for a regional retail center is a 30-rninute drive time. The market is centered on the Project, which is located at the southwest corner of Golden Gate Parkway and Santa Barbara Boulevard, in the Golden Gate area of Collier County, Florida, and extends in a 10-minute drive time radius surrounding the subject site. 1 Beyard, Michael D., W. Paul O'Mara, et al. Shopping Center Development Handbook. Third Edition. Washington, D.C.: ULI-the Urban Land Institute, 1999. Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 4 -~'. Based on the ULI guidelines for the site's size, the proposed retail space would draw its customers from a 10-minute drive time or 'neighborhood' serving market. However, because the volume of potential retail space at the Project is near the upper threshold of neighborhood centers, it has the ability to house some store types typically found in community centers such as: personal servicers, entertainment, and food service tenants. Therefore, the need to amend the Plan and Future Land Use Map will be based on an analysis of this 10-minute drive time market's need for additional 'neighborhood/community' commercial retail development. (Map of 10-Minute Drive Time provided in Appendix #2). 1 .4 Analysis Process The process of determining the need for additional commercial-retail space consists of four steps, as outlined below. o Inventory existing supply of commercial-retail space in the market area; o Inventory potential supply of commercial-retail space implied by the Future Land Use Map (FLUM); o Project future population/employees to determine future commercial-retail demand and compare against commercial-retail land allocation ratios; -.-, o Determine commercial-retail space allocation ratio within the market area. (Rest of Page Left Intentionally Blank) - Golden Gale Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 5 _n_ .~___"._ '-'- .. ..~ -- ,..--.----- 2.0 The Supply of Retail Space Having established a trade area for the Project, the next step is to analyze the supply of retail space the Plan can accommodate within the 1 O-minute trade area. The analysis of the Plan is articulated in two parts 1) First, the Consultant has utilized Collier Property Appraiser data to inventory the supply of existing, constructed retail space within the 10-minute trade area (DOR Codes: 11, 12, 16,21,22,26,27,30-37). 2) Second, the Consultant has utilized the Future Land Use Elements of the Collier County Growth Management Plan and the Golden Gate Area Master Plan as a guide to estimate how much additional retail space is implicitly allocated within the trade area. From this, the Consultant is able to estimate the total retail space holding capacity of the 1 O-minute trade area. 2.1 Existing Retail Supply in Project's Market The Consultant has utilized Collier County Property Appraiser data (effective date of 3- 25-09) to estimate the amount of existing, constructed retail space within the 10-minute trade area. Table 2.1.1 provides the current inventory of retail space utilizing DOR Codes: 11, 12, 16, 21,22,26,27,30-37. (Full dataset provided on CD to Planning Dept.) Table 2.1.1 Current Supply of Existing Commercial-Retail Space in Project's Market Exis~in~ Acres ---_.. 255.2 ~ _._.n._ .- ---- Square Feet 1,784,506 Source: Collier County Property Appraiser- Effective Date of Data 3-25-09 The table above shows there are 1.8-million square feet of existing, constructed retail space in the Project's market with an average density of 6,993 square feet per acre (1,784,506/255.2). This average density will be used as a guide to estimate the potential supply of retail space in the section below. Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs AnalysIs - Updated 10-21-09 6 2.2 Potential Retail Supply in Project's Market .- The Consultant analyzed the Future Land Use Elements of the Collier County and Golden Gate Area Plans to estimate the total retail space holding capacity within the 20- minute trade area (effective date of Plan retrieval 4-09-09). The land use categories that fall within the Project's market are shown in Table 2.2.1 below. Table 2.2.1 Land Use Categories within Project's Market ,,~, Collier Count GMP Golden Gate Area Master Plan Urban Desi nation Urban Oesi nation Mixed Use District Mixed Use District - Davis Blvd I County 8arn Rd Mixed Use District Urban Residential Subdistrict Urban Residential Subdistrict Downtown Center Commercial Subdistrict Urban Residential Frin e Subdistrict Commercial District Industrial District G,G. Mixed Use Activitv Center Subdistrict {Includes all Subdistricts! G.G Urban Commerciallnfill Subdistrict Commercial District Santa Barbara Commercial Subdistrict Mixed Use Activit Center Subdistrict G G. Pkw Professional Office Commercial Subdistrict Interchan e Activitv Center Subdistrict Collier Blvd Commercial Subdistrict Livinqston/Pine Rid e Commerciallnfill Subdistrict Livin ston Road Commerciallnfill Subdistrict Estates Desi nation LivinQston Road I Ealonwood Lane Commerciallnfill Mixed Use District Livinoston/Radio Rd Commerciallnfill Subdistrict Residential Estates Subdistrict Livtnoston RoadNeterans Memorial Road Nel hborhood Center Subdistrict G.G. Pkwv Institutional Subdistrict . Estates Desi nation Commercial District (See Golden Gale Plan) lnterchanae Activitv Center Subdistrict (Collier GMP) Pine Ridne Road Mixed Use Subdistrict G.G Estates Cammerciallnfill Subdistrict Source: Fishkind & Associates based on Collier County and Golden Gate Plans The balance of this section will focus only on land use categories that allow commercial development. Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 7 - -- ... ,-.. The first step is to identify any land use categories for which the FLUE describes maximum commercial allocations with a reasonable degree of certainty. For these categories, the retail holding capacity can be estimated directly. These categories are shown in Table 2.2.2 below along with the maximum allocations of allowable commercial-retail space. Table 2.2.2 Land Use Categories with Specific Allocations *Note: 'Max Allowed Retail' estimated as one-half of total acreage (based on existing Collier ORis shown in Table 2.2.4 below) multiplied by 6,993 sqfUacre (from Table 2.1,1 above) Source: Fishkind & Associates based on Collier County and Golden Gate Plans Total Max. Allowed Max Allowed FLU Cate orv Acres Allowable Uses Comm. IS It Retail (S Itl Collier County GMP - , Urban Desi nation Mixed Use District Davis Blvd I County Barn Rd Mixed Use District 22,83 , Res, GoodslSvs 45,000 20,000 Commercial District , 'livln stan Road I Eatonwood Lane Commerciallnfill 125 Offce. Indoor Stora e 200.000 200,000 Livin ston/Pine Rid e CommerClallnfill Subdistrict 27,97 , Res, GoodsJSvs 165.000 125,000 . 'Livin slonfRadio Rd Commerciallnfill Subdistrict 500 , Res, Goods/Svs 50,000 17,481 , Livin stan Commerciallnfill Comm. 6 Med/Pro Offices 52.500 Office On Iv , , -.-.----.--...---.-..-..---.-. -----.--- -----. - ."... .__._~~..._..--...."... ". . n_____.n....,.._.__... -.------...---- Golden Gate Area Master Plan , , Estates Desi nation Commercial District ~----+ i i i 'Plne Ridae Road MU Subdistnct 16.23 , Commercial 80,000 56,745 , TOTAL , 419,226 , , ._--~~.----------_._-_._~- ._.__.____..____._________._~__n....._._._._ _..___._ -_.._-~ - As the table above shows, it is implied by the Plan that over 400,000 total square feet of retail space can be accommodated by these land use categories. For categories in the table where the maximum amount of retail space is not specified, the Consultant conservatively allocated one-half of total acreage for potential retail uses (based on the allocation of uses in approved Collier DRls shown in the section below) and applied the average density per acre from Table 2,1,1 above. Golden Gate Parkway Mixed Use Subdistrict Commerciai Retail Needs Analysis - Updated 10-21-09 8 ,.,..,- For the balance of land use categories in the Project's market, the amount of allowable retail space is not as clearly defined by the FLUE. In light of this, the Consultant has classified the remaining land use categories as either: . Traditional; or . Redevelopment This distinction is important. For the 'traditional' land use categories, only the amount of remaining vacant commercial land needs to be analyzed to estimate the amount of implicit retail capacity. However, for the 'redevelopment' land use categories, total land area must be analyzed to account for the greater likelihood of conversion. Table 2.2.3 on the next page shows the remaining land use categories which allow commercial development and their classification as either 'traditional' or 'redevelopment.' Additionally, the table shows total acrea~e and vacant commercial acreage based on GIS analysis performed by the Consultant utilizing data from the Collier County Property Appraiser and Collier County GIS Department. ~- (Rest of Page Left Intentionally Blank) 2 Please note acreages represent approximations. This is because the borders delineating land use categories do not exactly match parcel lines. In some instances, outer parcels that partially touch the land use category boundary are included in their entirety. Golden Gate Parkway Mixed Use Subdistrict 9 Commercial Retail Needs Analysis - Updated 10-21-09 ._~____.___ _~ __. _ _."h.'."~ - . " -- emalnln an se ae ones WI In rOjec s ar e FLU Catenorv Total Vacant Comm Acrea e Acreagg -- . -------. .-.-.---- REDEVELOPMENT .. a. . __________n -------- .- . "_._-- Golden Gate Area Master Plan Urban Oesi nation Mixed Use District Downtown Center Commercial Subdistrict 18.85 -- Commercial District Collier Blvd Commercial Subdistrict 22.85 -- -G G Pkwv Professional Office Commercial Subdistrict 2081 n Santa Barbara Commercial Subdistrict 14.09 n --....---.--"- -~-_..._-_._-_._..__._.._- TRADITIONAL I -- , Collier County GMP . , .. , Urban Oesi nation , Mixed Use District , Urban Residential Fnnae Subdistrict n 1 0.00 . ! Urban Residential Subdistrict n 18.23 I ! , -- i , i Commercial District L_____lnlerchange Activity Center Subdistrict n 53.32 .-----.-.---- ---- , Mixed Use Activitv Center Subdistrict 3961 , n '_"'.~_._'n__~'__",_~..,. n._'_ ~T ~ . -~ n Industrial District i , ---- Industrial District .. _~6~~ ----- --~-_..""_.--..._.---- .----.--.----- -- -- Golden Gate Area Master Plan n Urban Desi nation Mixed Use District n I Neighborhood Center Subdistrict -- 000 . Commercial District i G G Urban CommerClallnfil1 Subdistrict 129 n Q:...CLMixesLUse Activ_~ Center Subdistrict -- 3.19 , n Estates Desi nation n Commercial District -I- - G,G Estates Commerciallnfill Subdistrict i n 1506 R Table 2.2.3 C t t' . . L dU . 'th' p . M k t Source: Fishkind & Associates based on Collier County and Golden Gate Plans Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 10 The next step is to determine reasonable estimates of retail allocation for these land use categories. As a guide in determining land allocations, the Consultant has reviewed land use distribution data from the Southwest Florida Regional Planning Council's Annual DRI Monitoring Report for Collier County. Table 2.2.4 shows the distribution of approved land uses for all DRls in Collier County as of the effective date the information was retrieved (4-17-09). The DRI monitoring report is the only County-specific information available that separately identifies the allocation of office and retail uses within a unified, planned development theme. The County's PUD inventory document only lists a 'commercial' total and does not account for retail/office uses separately. Table 2.2.4 Distribution of DRI Land Uses (Collier) .'~- %of %of -.-...--- . -". -~ ...----- __nO .-.---.--- Land Use -- Acres Total Acres Comm. Acres ---- ------- ---- Residential Acres 31.693 9387% , I Retail Acres 1,034.16 3.06% 49.9% Office Acres 670.13 ! 1.98% 32.4% - Indus. Acres 247 0.73% 11.9% - , Hotel Acres 119.78 035% 5.8% , f--~ , -~_..- -- -- -",_.__..__.~--.__.., _.~- Total Comm. Acres. 2,071 i _ _ -'-'--'--- Total Acres 33,764 Source: Fishkmd & Associates based on SWFRPC Annual DRI Monitoring Report (retrieved 4-17-09) The table above shows land allocations from two perspectives: 1) as a percent of total approved DRI acreage: and 2) as a percent of approved DRI commercial acreage. For DRls in Collier County, retail space averages 3.06% of total approved DRI land area and 49.9% of approved DRI commercial area. The Consultant has used these data as a guide in allocating retail space across the land use categories in the Project's market. For 'traditional' land use categories in Table 2.2.3 on the previous page, the Consultant estimates one-half (based on Table 2.2.4 above) of vacant approved commercial acreaqe will be developed as retail. For the 'redevelopment' land use categories, the Consultant conservatively estimates one-half of total acreage will be developed as retail - assuming significant conversion of existing land uses. This is done to maintain the most conservative analysis possible. It is likely this allocation is entirely too high and these categories will yield much less retail space. Once the amount of retail acreage is estimated, the average retail density of 6,993 square feet per acre from Table 2.1.1 is applied. These estimations, along with the resulting retail yields, are shown in Table 2.2.5 on the next page. ...~, Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 11 - - ~~~--...-. ,-., ..~ ... ....... e al .pace 0 In apacl FLU Cate or Total Vacant Comm % Retail Retail *Retail Acrea e Acrea e Acres Acres 5 It REDEVELOPMENT : Golden Gate Area Master Plan I Urban Desi nation Mixed Use District ---.-.------.----- Downtown Center CommerCial Subdistrict 18.85 -- 50% 9.42 65,905 . - ------ Commercial District , Collier Blvd Commercial Subdistrict 22.85 n 50% 11.42 79.880 I I 'GG Pkwv ProfeSSional Office Commercial Subdistrict 20.81 - 10% 208 14,548 Santa Barbara Commercial Subdistrict 14.09 n 50% 7.04 49,259 TRADITIONAL , - , Collier County GMP I I , I Urban Desi nation -------- -- , . ---- ------- Mixed Use District , __w._____u _'_U__ ----.-.---- ..-- ."-.--...-- , Urban Residential Frin e Subdistrict n 0.00 50% 0.00 - , , Urban Residential Subdistrict n 18.23 50% 9.11 63,726 ! , - , , , , Commercial District , : , Interchan e Activit Center SubdIstrict I n 53.32 50% 26.66 : 186,434 Mixed Use Activity Center SubdistricL , 39.61 50% 19.81 138,488 -- , I ! , I , -- , I Industrial District , ! Industrial District , 068 50% 0.34 2,367 , -- , , -- , I , Golden Gate Area Master Plan , _n , --- __..l..__ ! , , , .- --- .,---_.._.__..._---~------------------- I Urban Desionation , I Mixed Use District -- ! I , Neighborhood Center Subdistrict..__ 0.00 50% 0.00 , f-- e------ -- I - ,"___._..'~_'____"______._"'_'_.'M. '''-~--'1---.---~ Commercial District , G,G Urban Commerciallnfill SubdlstricL - 1.29 50% 064 4.509 G G. MIxed Use Activitv Center Subdistrict , 319 I 50% 1.59 11,141 , -- , , -- , I Estates Desi nation j , I -- , Commercial District ! , G.G Estates Commerciallnfill Subdistrict -- , 1506 50% 7.53 52,657 TOTAL -- , 668,915 Table 2.2.5 R t '1 S Hid' C 't *Note: GGPPOCSD places specific emphasis on office development As such, retail space is allocated at 10% of total land area **Applied average density of 6,993 square feet per acre from Table 2,1.1 Source: Fishkind & Associates based on Collier and Golden Gate Plan & Collier Property Appraiser data As the table above shows, it is implied by the Plan that almost 670,000 total square feet of retail space can be accommodated by these land use categories. Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis n Updated 10-21-09 12 - 2.3 Reconciled Vacant Commercial Lands For completeness, this section provides an inventory of reconciled parcels designated as DOR Code 10 (Vacant Commercial) that are not included in the data queries for the sections above. Retail yields for these parcels are estimated in the same fashion as the sections above, by applying the distribution of retail space from Table 2.2.4 to the vacant land and then applying the average sqft/acre density determined in Table 2.2.1. This is shown in the table below. Table 2.3.1 Reconciled Vacant Commercial Lands AddU. % Retail Retail -Retail Ae. Acres Acres S It DOR Code 10 DisereDane 249.1 50% 124.54 870,856 Source: Fishkind & Associates based on Collier County Property Appraiser data *Note applied average density as determined by Table 2.2_1 As the table shows, the reconciled parcels total almost 900,000 square feet of potential office space. 2.4 Total Retail Space Holding Capacity in Project's Market ..,,- The sections above analyzed the Plan's retail space holding capacity from two perspectives: . First, the Consultant utilized Collier Property Appraiser data to inventory the supply of existing, constructed retail space within the 10-rninute trade area (DOR Codes: 11, 12, 16, 21,22,26, 27, and 30-37). . Second, the Consultant has utilized the Future Land Use Elements of the Collier County Growth Management Plan and the Golden Gate Area Master Plan as a guide to estimate how much additional retail space is implicitly allocated within the trade area. . Third, the Consultant provided an inventory of reconciled parcels designated as DOR Code 10 (Vacant Commercial). -- Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 13 . '__h__ '..'._,"U "_.__..'~. ,,__.. .'___ , _ ....- , Table 2.4.1 below provides the total retail space holding capacity in the Project's market based on the sections above. Table 2.4.1 Total Retail Space Holding Capacity , Retail Sit , EXlsting..6ll()catlon of Retail SoacelTable 2.1 11 1,784,506 -_.~-" Defined Allocation of Retail Space (Table 2.2.2) .___ 419,226 Estimated Allocalion of Retail S ace (Table 2.2.5\ 668,915 DOR Code 10 Reconciliation (Table 2.311 870,856 Total Allocation of Retail Soace 3,743,503 Source: Fishkind & Associates based on Collier County and Golden Gate Plans As the table above shows, the total allocation of retail space implied by the Plan within the Project's market is almost 3.8-rnillion square feet. (Rest of Page Left Intentionally Blank) Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs AnalysIs - Updated 10-21-09 14 3.0 The Demand for Retail Space ^~',- 3.1 Demand for Commercial-Retail Space in the Project's Market Demand Methodoloqy A variety of methods exist for quantifying the demand for retail space. A common approach involves a per capita or ratio (retail square feet/person) methodology. This approach is useful and not tremendously data-intensive. However, there are more dynamic methodologies available which better replicate the economic and market forces that affect the amount and type of retail space in the marketplace. The approach utilized in this report is a consumer expenditures methodology. The demand for retail space is driven by the number of households in the trade area, their income levels, and their expenditure characteristics (e.g. expenditures by tenant classification and center type). The methodology is rather voluminous and is reproduced in this report as Appendix #1 . The steps for determininq the demand for retail space within the trade area are: -".'~ o Estimate/forecast households and income within trade area; o Determine retail expenditure characteristics of households (expenditure percentage, tenant classifications, center types); o Convert site specific expenditures by tenant classification and center type to supportable square feet 3.2 Households and Income in the Project's Market As part of the 2008 Annual Update and Inventory Report ("AUIR") Collier County adopted population estimates and projections for the County as a whole and each planning community. While these projections are 'official' and utilized for planning purposes, they are not available in a form that allows for geo-spatial analysis. That is, the Consultant is unable to determine the population and income levels within the Project's 10-minute trade area utilizing the AUIR estimates/projections. As an alternative, the Consultant has utilized I-Site census-based demographics package to estimate the number of households and their income level within the trade area. I-Site utilizes data based on the decennial US Census. To provide estimates in between decennial Census years at the census block level of geographic detail, I-Site utilizes data from United States Postal Service and commercial source ZIP+4 level delivery statistics, Internal Revenue Service statistics on tax filers and year-to-year migration; as well as the Census Bureaus Current Population Survey. (Please refer to Appendix #3 for complete I-Site data table for the 10-minute trade area) ,",,-~ Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 15 ... .", -~,,---- .---- ...._~ " - __J_____.____ " Table 3.2.1 shows the estimate of households and average household income within the trade area based on 2008 I-Site data (the most recent available as of the effective date of this report). In addition, the table shows the Consultant's projection of population and income for the year 2030 (please refer to Appendix #4 for full explanation of projection methodology). Table 3.2.1 Population and Employment Projection for Project's Market Year Households Growth GrowthlYear HH Income 2008 20.704 --- $63,557 2010 21.189 485 242 $64.740 2020 23.224 2.035 204 $70,993 2030 24,661 1.437 144 $77.850 --- .. ~-, - Sources: I-Site Census-based Demographics Package; Collier County Property Appraiser Effective Date of Data Retrieval: 3-15-09 This new information indicates that the market's demand for neighborhood/community commercial space will also increase Table 3.2.2 below shows the demand for retail square footage in the 10-minute market based on the amount of households, their incomes, and expenditure characteristics A calculation guide is shown below the table and refers to data provided in Appendix #1. Table 3.2.2 Population and Employment Projection for Project's Market 2008 2010 2020 2030 (11 10-Min Households 20.704 21,189 23.224 24,661 121 Household Income $63,557 $64,740 $70,993 $77.850 131 .-- -- ---~ ----.-...-..--- ~- I I Total10-Min Market Income $1,315,884,128 $1,371.769,971 $1,648.743.590 $1,919.829.088 141 Retail Exp % 32.11% 32.11% 32.11% 32.11% . -'--." , 151 A re ate Retail Exp $422.493,829 $440.437,221 $529,365.754 $616.403.775 . . 161 TOTAL SQFT DEMAND 1,226,630 1,278,725 1,536,912 1,789,610 (1) Table 3.2.1 (2) Table 3.2.2 (3) (1) multiplied by (2) (4) Table A.12 (found in Appendix #1) (5) (3) multiplied by (4) (6) (5) distributed across Table A.1.4 (Sales by Store Type), Table A.1.5 (Sales by Center Type), then divided by Table A.1.6 (Median Sales per Sqft GLA) The table shows that in 2008 there is a demand for neighborhood/community retail space within the market. expected to reach 18-million square feet. 1.2-million square feet of By 2030, this demand IS Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 16 4.0 Comparison of Supply-to-Demand ,---, 4.1 Supply/Demand Comparison and the Allocation Ratio The sections above quantify the supply of, and demand for, retail space within the 10- minute trade area. The next step is to compare the two. Because of the length of the analysis horizon and the fact that the supply calculation in Section 2.0 takes into account lands that mayor may not be developed as retail space - or at all, the comparison is articulated by an 'allocation ratio' (ratio of supply-to-demand).' For this analysis, the minimum acceptable level for the allocation ratio is 2.0. Table 4.1.1 provides a comparison of the retail supply determined in Section 2.0 and the projected retail demand determined in Section 3.0. Table 4.1.1 Retail Need in Project's Market Commercial Retail 2008 2010 2020 2030 3 Allocation Ratio Su I !Demand (1) Table 3.2.2 (2) Table 2.41 (3) (3) divided by (2) The table above shows the ratio of the total supply to the total demand equals 3.05, 2.93, 2.44, and 2.09 for the years 2008, 2010, 2020, and 2030 respectively. This comparison converts all vacant and potential acres and assumes full development within the market. . Market Retail Demand Cumulative 1.226,630 3743,503 1,278,725 (37435031 1,536,912 3743.503 1,789,610 3,743,503) 3.05 2.93 2.44 2.09 Currently the retail allocation is above the minimum desired level of 2.0. By 2030, the allocation ratio is expected to drop to 2.09. (Please refer to Appendix #5 for a memorandum prepared on the use of the Allocation Ratio. Memo also provides examples of Allocation Ratio validation and acceptance at the Division of Administrative Hearing level). Based on this analysis, there is currently a sufficient amount of retail space designated by the Plan for this market. As noted here, this market's commercial ratio will decrease to 2.09 in 2030. This ratio is sufficiently high enough to accommodate the expected demand in a meaningful fashion. .;."- Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 17 ....-----,.-- . ." -" ,-...........-...--...-,.-'-..'" ...-_.-."_.._,~^"_.<~_._-- -~" ~ ---,_.~.~..__..--- 5.0 Conclusions Concerning the Proposed Amendment Taking into account all developed, vacant, and FLUM designated commercial land in the market, there is a reasonable degree of flexibility in the market's ability to accommodate future retail demand. The 2030 retail allocation ratio of 2.09 indicates a comfortable relationship between the demand for, and the supply of, retail space in the future. Therefore, no numerical need exists for additional neighborhood/community retail space at the Project. It is important to note however that case law has indicated the need for additional commercial land may be demonstrated by other factors than numerical allocation. These factors include: suitability of the property for change, locational criteria, and community desires3 (1l1terilll Report lIJIIJ-IIJ7 h the Florid" Sel1ateti'olll ()cfoher 2IJIJY. page 3, fiJO!l1ote 13). Furthermore, the presence of an over allocation should result in a more thorough review of the indicators of urban sprawl and other factors may outweigh the numerical over allocation4 (1l1terilll Report 2IJIIJ-IIJ7 I)], the Florid" Sel1a!e FOIII O('lOl1er lO(N, p"ge 5. tho!l1o!e 27}. (Rest of Page Left Intentionally Blank) 3 O'Connell v. Martin County. DOAH 01-4826GM (Oct. 16.2002). 4 Sierra Club v. S1. John's County & DCA, DOAH 01-1851GM (May 20,2002) Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 18 Appendix #1 - Retail Demand Methodology 1.0 Methodology The methodology employed in the analysis of the demand for retail space at this site is based on a consumer expenditures model. This model can estimate the aggregate market demand for retail space, the demand for retail space at a specific location, and the effective supply of competing retailers in the area. The net demand for retail space at the location being studied is determined as the difference between the site demand and the effective supply of competition. 2.0 Aggregate Market. Retail Demand Fishkind & Associates, Inc. ("Fishkind") has developed an in-house model to determine retail demand. This model estimates retail demand by square footage, shopping center type and store type. The model incorporates multiple data sources. These sources are census based ("I-Site") local area households and household income data, consumer expenditure profiles from the U.S. Department of Labor Consumer Expenditure Survey, Department of Revenue Gross Sales data, and Urban Land Institute shopping center tenant profiles, square footage requirements and average sales per square foot by store type from the publication Dollars and Cents of Shol2'pinq Centers. ,_0." The model operates by first determining retail household expenditures for market area households. Expenditures are determined through application of the results of the 2000 Consumer Expenditure Survey, conducted by the U.S. Department of Labor. This survey of over 30,000 households nationwide provides detailed information on average dollar expenditure amounts and the expenditure percent of household income, for all household expenditures. The income expenditure percentages are applied to the average local area household income and multiplied by the number of households to determine market area spending potential for retail store goods. Next, the historic Department of Revenue (DOR) Sales data (for the county in question) is indexed by tenant c1assification5, from the Dollars and Cents of Shol2.pinq Centers. The expected expenditures on retail goods are then applied to this county specific (DOR) index to determine an estimate of spending by major store type (tenant classification). The determination of sales by retail center (neighborhood, community, regional, super- regional) is determined through the construction of an index of surveyed sales by center type (also located in the Dollars and Cents of Shof:1pinq Centers). Supportable square feet of a retail center is determined by applying the average sales per square foot of GLA, found in Dollars and Cents of ShOllilinq Centers, to the expected sales by store type (tenant classification). In addition to determining the supportable square feet of retail space, Fishkind & Associates has determined the expected sales by DOR retail classification, which is a subset of the individual store types (tenant classifications ). -'-. 5 Tenant Classification are; generai merchandise, food. food service, clothing and accessories, shoes, home furnishings. home appliances/music, buildin9 materials and hardware, automotive, hobby/special interest. gifts/specialty, jewelry. liquor. drugs, other retail, personal services. entertainmenUcommunity. Golden Gate Parkway Mixed Use Subdistrict 19 Commercial Retail Needs Analysis - Updated 10-21-09 .., ,-, . -~------"-- -'-' ....'" ....- ., Provided below are income and expenditure data utilized in the analysis. A.1.1 1 O-Minute Market - Households & Incomes Year 2Qpulation Dwelling Units Households HH Growth GrowthlYear HH Income 2008 57,689 25.456 20.704 on $63,557 --. 2010 59,040 26,053 21,189 485 242 $64,740 2020 64.711 28,555 23,224 2,035 204 $70,993 2030 68.714 30,321 24,661 1.437 144 __ $77.850 ----- ---.--". - ~--'- ..--. Source: I-Site Census-based Demographics Package Note: HH Income figures are constant $s; not nominal Effective Date of Data retrieval: 3-25-09 A.1.2 Income Expenditure Percentages INCOME EXPENDITURE % ON RETAIL I 32.11% I Source: I-Site Data for Trade Area Effective Date of Data retrieval: 3-25-09 A.1.3 1 O-Minute Market - Retail Expenditures and Square Foot Supportability - , , 2008 2010 2020 2030 2008 2010 2020 2030 GENERAL MERCHANDISE i $11.516,572 $12,005,683 , $14.429.747 $16,802,278 79,336 82,705 99,404 115.748 , FOOD i $63,282,610 $65.970.235 $79,290,263 $92.327123 185.182 193,047 232,025 270,174 FOOD SERVICE ; $33735.968 $35,168741 , $42,269,650 $49.219.602 126.955 132.347 159,069 185.223 , CLOTHING & ACCESSORIES , $5.437,580 $5,668.515 $6,813.043 $7,933.240 28.033 29,224 35,124 40,899 SHOES $436.118 $454640 $546.436 $636,280 2,230 2,325 2,794 3.253 -.--- _'.__m._"__.._.. ___________ - . HOME FURNISHINGS $20.973.554 Sl21,864.305 526.278,919 $30.599.685 105,394 109.870 132,054 153.766 HOME APPLIANCES/MUSIC $7.385.308 $7698.964 $9.253,459 $10,774,908 29,759 31,023 37,287 43.417 --". ---. - .._~---- BUILDING MATERIALS/HARDWARE 526.550,089 $27 .577677 $33,266,067 538,735,655 160.767 167,595 201.434 234.554 AUTOMOTIVE 598,653540 $102843.375 $123608446 $143.932.078 369.627 385.325 463.126 539.273 HOBBY/SPECIAllNTEREST WITH GIFTISPECIAL TY WITH GIFT/SPECIALTY GIFT/SPECIALTY 53,837.794 $4.000J86 $4.808583 $5.599,208 25.222 26.293 31,602 36798 JEWLERY $611,345 $637.309 ! $765.%8 5891.932 1.436 1.497 1799 2,095 LIQUOR WITH FOOD SERVICE WITH FOOD SERVICE DRUGS 53.414.857 $3.559.887 $4.278.662 $4.982.158 8,823 9.197 11,054 12.872 OTHER RETAIL $4,014.664 54,185168 $5.030194 $5,857.255 18,855 19,656 23.625 27,509 PERSONAL SERVICERS , $2108344 52.197.886 $2.641661 ! $3.076.001 14,343 14.953 17,972 20,927 . ENTERTAINMENT }6,195,658 $6,458789 $7.762,881 $9,039,250 70,668 73,669 88,544 103,102 , TOTAL $288154,005 $300391.959 $361 043999 : $420.406.652 1,226,630 1,278,725 1.536,912 1,789,610 Source: Fishkind & Associates, Inc based on Florida Department of Revenue; Dollars & Cents of Shorullilg Centers - Urban Land Institute Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 20 ..'"'~. A.1.4 Distribution by Store Type DISTRIBUTIONS BY STORE TYPE - GENERAL MERCHANDISE 14.48% FOOD 15.27% FOOD SERVICE 10.73% CLOTHING & ACCESSORIES 4.48% SHOES 0.37% HOME FURNISHINGS 7.10% HOME APPLIANCES/MUSIC 3.67% BUILDING MATERIALS/HARDWARE 11.73% AUTOMOTIVE 23.35% HOBBY/SPECIAL INTEREST WITH HOBBY/SPECIAL GIFT/SPECIALTY 1.86% . JEWLERY 0.56% LIQUOR WITH FOOD SERVICE DRUGS 0.87% OTHER RETAIL 1.44% PERSONAL SERVICERS 0.69% ENTERTAINMENT 3.40% Source: Fishkind & Associates, Inc; Fiorida Department of Revenue; Dollars & Cents of ShoQQ[Qg Centers - Urban Land Institute 2007 A.1.5 Index of Sales by Center Type INDEX OF SALES BY CENTER NEIGHBORHOOD COMMUNITY GENERAL MERCHANDISE 1.0804% 17.7493% FOOD 50.1268% 47.9941% FOOD SERVICE 16.2423% 58.1773% CLOTHING & ACCESSORIES 1.7763% 26.9659% SHOES 2.1635% 25.4356% HOME FURNISHINGS 48325% 65.0722% HOME APPLIANCES/MUSIC 4.5826% 43.0018% BUILDING MATERIALS/HARDWARE 8.3074% 45.2640% AUTOMOTIVE 0.0000% 1000000% HOBBY/SPECIAL INTEREST With Gifts and Specialty GIFT/SPECIALTY 7.06% 41.68% JEWLERY 2.0271 % 11.8288% LIQUOR 34.2238% 65.7762% DRUGS 36.8476% 56.2922% OTHER RETAIL 113333% 54.8145% PERSONAL SERVICERS 22.9793% 49.1430% ENTERTAINMENT 8.7526% 34.4114% Source; Fishkind & Associates, Inc; Florida Department of Revenue; Dollars & Cents of ShoQQ[Qg Centers - Urban Land Institute 2007 Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 21 __w....~~~._'__ .___. . , _'''''- 'N " A.1.6 Median Sales per Square Foot of GLA NEIGHBORHOOD COMMUNITY , MED $/SF MED $/SF GENERAL MERCHANDISE $103.01 $14887 I FOOD 347.1 336.3 --, ~.....- -, FOOD SERVICE 224.28 280.19 CLOTHING & ACCESSORIES 167.96 195.97 SHOES 165.39 198.66 HOME FURNISHINGS 14735 20432 HOME APPLIANCES/MUSIC 137.85 271.31 BUILDING MATERIALS/HARDWARE 143.3 169.9 AUTOMOTIVE n/a 266.9 HOBBY/SPECIAL INTEREST 16315 20146 , GIFT/SPECIALTY 186.32 147.58 ----. ---~ -,' -- - ----- . n__'u .... JEWLERY 280.09 445.74 LIQUOR 254.1 321.25 DRUGS 408.4 374.26 ----- -----...---...----- -----..- _'.'_n_ .-- OTHER RETAIL 15918 2289 PERSONAL SERVICERS 12773 158.14 ENTERTAINMENT 86.41 88 Dollars & Cents of ShoRQlDg Centers - Urban Land Institute 2007 - Constant $'s (Rest of Page Left Intentionally Blank) Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs AnalysIs - Updated 10-21-09 22 A endix #2 - 10-Minute Drive Time Trade Area Ma R 2~ E T27E -~,>, T 26 E . , , , , ,",..,,<c'(,,"" - , ". 1-'-: i , . , , . , -r- , - .- , ._- ,- '. ~ " .. . , .- --. -- -=--~ -'- . --- - . 0._- . - - ~ -. . . . . .-- , """'..... , I .~~. . . . ~--- W GO ~ >--- W a. ~ >--- I -- --. ..- . -- W I . --.- 0 . -- c', I ~._- . >--- -~ :1 ,. '1""- II . \ ',- , 'I',.~:.r-~- ,.,.' . , . . ~ PlANNED I UNIT DEVELOPMENTS, " .-~. --- i COMMERICAl AND i INDUSTRiAL I ZONING -- . .~ " . .. -- -~ .- , -- -- '"~ , , .. . .. . Legend -~ ',- ..--- l . . . L'-_. -- puc . .. , L-_~--:' PU: :::0 r:/.l E RCIAL _PlJ[It~CUS-RIt.L _INCJS~RIJ"L _ COl~I.\ERCI....~ . . 1.5 3 . . - .. ~." ..',....-.. '.. ", .~ -'.-t ". .,.... '\,"-'('- '--:.0., \~./",- '-.:~ 1 . _ . n~,' -' ~ -, .+. , . .. , . . - . .. ., . . leg+nd " ""."',.. CJ".._........... - ,~;.._kr' _ C__.J""'.....:.!__"'..o,. 6tJliles w - ~ >--- Source: Fishktnd & Associates. Inc. based on Collier County PUD, Commercial, and Industrial Zoning Map (Effective date 3-25,09) ,- Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis.. Updated 10-21-09 -'~'-,-"-'-; ._.~. -....... -_....' , " ""'-...-... 23 Appendix #3 - I-Site Census-based Household Trend Report 10-Minute Drive Time Trade Area Pupulation (1980) Population (1990) Population 1200e1:, Population (2008) Population (2013) Pet Population Growth ('9U-'OO) Pet. Population Growth ('00-'08) Pcl Population Growth ('08-'13) Geographic Area Size Population Oensilyl2008) Tuta! Business EstabllshmenlS Tota: Daytime Emplovme'11 Hou~ehold, (19901 HousehoIQs(2000) Households 12008) HouseholdSl201J) Married Couple Family W,1h Children (2008) Male (200R:, Fem81e(2008i Race White (1980) Race Black {1980) R<lce ASian or Pacif,c Islal'lder (19801 Race: Other or Mulli.Racel19flOi ElhrHC1ly Hispanw(198[)) RaceWlJile!199G1 Race Black (1990; Race Asian or Paclf,c Islander 11990, Rilce Olher or Mult,-RaceI1990) Ethnlclty Hispanlr11>190) RaceWI1I\ef2000) Race Black 12000: Rilce ASian or Paollc ISlander 12000: Ran,Olhcr{2000i Race Two or MorE Races (2001)} Ethnocity Hispanic 12000) Rar.e White 120081 Race Black 1200S} Race, ASian or Pacif,cISland€r 12008} Race Olhe'i200SI Race Twooo MOle Races 1200B, Ethn,eity Hlspame,:2008:, AgeO-41200Bi Age5.91200Bi Age 10.13120(8) Age 14-17 (2008) Age 1/:;-2412008i Age 25-34 (20Uei Age 35-44 i20U8i Age 45-54 (2008i Age55-fi4i20081 Aqe65-74i20081 Age 75-84(20081 AgeB5-I<'008} Median Age 12008) Median Household Income ,:1~~01 Medlall Housenold tncomei2000i Medial' HOuSehOIQ Incomei20(8) Median HouscholdlncomCl201J) PerCap,ta InCDmel1990i Per CaplW Income 12000~ Per Capita Incomel200Bi PerCap,ta Incomel201Ji Average HousehOI(J Income (1990) Average HOusehold Income {2(00) 8,B07 23,b4'J 45"42 57689 66,Gl18 ~1 8:! 2(1) tt,4) 21:\48'):; 2,0252~ 2.428 19,J8' 8,985 t7,2t,8 20,704 23,112 424t 29,29f 28,:l,';; 83:l6 1!l\, " !~ 250 4H:l n,634 .77:l H' Xli 1 ~UY 3R.08!l ~ Il28 455 ? 1~9 1.24:, 1O,5[)fl t,7.43b ~,:;I ' /l% :;006 IY/l) 1b 81i~ :.i.%3 :,};1;2 L'58f. LAY5 ~, ::,f-, !is)? 7,5t~ fj711 5.6j7 6C'2U 3Bb9 1,:Il} :19,'t :U,Y7i.i 4Y/199 60:i41 1,i',L1'.' 't),Lhl; 23.%9 :n.1uL L'i,4Y'j 4::,:,7:, 63.557 Average Household Income {200B) Average Household Income (2013) Median Disposable Income (2008) Aggregate Income ($MM) (2008) HH Iflc $ o. $ 15k (2008) HH Inc $15. $ 25k (2008) HH Inc $25 - $ 35k (2008) HH Inc $35 - $ 50k (20081 HH Ifle $50. $ 75k (2008i HH Inc $75. $100k (2008) HH Inc $100k. $150 (2008) HH Illc $150 - $200k (20081 HH Inc S200K+ (2008) Employment Status Tolal Labor Force Employment Status Employed Industry Agriculture (2000) Industry Mining {2000) Industry Conslructlon(2000) Industry Manulactunng(2000) Industly Wholesale Trade (2000) Industry Retail Trade (2000) Industry lranspon and Warehousing (2000) Induslry Utilities (2000\ Industry Information Services (2000) Industry Finance and Insurance (2000) Industry Real Estale (2000) Industry Professional Services (2000) Industry Management (2000) Industry Admin Services And Waste Mgmnt (2000) Induslry Educational Services (2000) Industry Health Care and Social Assist (2000) Industry Arts Entertainment and Recreation (2000) Induslry Food and HospotahtyServices (20001 Industry' Other Services except public (2000) Industrv PubliC Admlnstratlon(20QOl Housing Units (2000) Housing Unots Occupied (2000) Housmg Units Vacant (2000) Housing Units Owner-Occupied (2000) HOUSing Units, Renter-Occupied (2000) Median Rent (2000) Median Home Value (2000) Total Consumer Expenditures (2008) Tolal Retail Expenditures (2008) Education less than 9th Grade (2000) Education Some High Schoot (2000) [duca\ion High School Graduates (2000) EducatIOn Some College (2000) Educahor1 Associate's Degree (2000) F-ducatlon Bachelor's Degree (2000) [ducation Graduate School (2000) Population Age 25- {2000\ 75.097 83.695 49.717 1,56698 1367 1.724 2,197 3.467 4,903 2,722 2,507 762 1.055 21,821 21.178 146 3 3,242 1,024 547 3,327 640 226 290 835 771 1,056 o 1,182 1.086 1.852 1,148 1,864 1,160 779 21.207 17,248 3,960 12,012 5.236 692 142.262 56,96467 24,11156 1982 3,898 9.462 6,962 1,838 4.730 2.274 31147 Source; I-Site Census-based Demographics Package; Data Retrieved: 3-25-09 Golden Gate Parkway Mixed Use Subdistnct Commercial Retail Needs Analysis - Updated 10-21-09 24 Appendix #4 - Population Projection Methodology -<.. Table A.4.1 below shows the Consultant's projection of population and resultant growth rate for the 10-minute trade area ("TA") and compares it to Collier County's 2008 AUIR population and growth rate. Table A.4.1 Pooulation . 2008 2010 2020 2030 Collier Co. AUIR 2008 333,858 353,900 455,300 548,900 10-Minute TA '57,689 59,040 64.711 68,714 TA%ofCo. 17.28% 16.68% 14.21% 12.52% Annual Grwth 2008-2030 Collier Co. 2.29% 10-Minute TA 0.80% 'Note: 2008 Estimate provided by I-Site Source: Collier County 2008 AUIR; Fishkind & Associates based on I-Site These projections differ because: . Geography - The Collier County AUIR population is prepared on a county-wide basis. The TA population is prepared for the 10-minute drive time surrounding the Project. . Availability of vacant developable land - There is more vacant residential capacity in the County at large than the TA, specifically in the eastern lands, This allows for the County to sustain a more rapid annual growth rate (above 2%) when compared to the TA at 0.80%. Second, as Table A.4.1 above shows, the TA's share of County population will decay over time as the eastern lands become receiving areas for new growth. MethodoloQY To project population growth within the 10-minute trade area ("TA"), the Consultant utilizes a logistic functional form estimation methodology consistent with the approach utilized in Collier County's Interactive Growth Model ("IGM"). The approach interpolates population levels between a starting point (today's current population in the TA) and an ending point (build out population within the TA). The 2008 population within the TA is 57,689 - based on I-Site. The build out population in the 10-rninute TA is 76,000 - based on the current population plus vacant developable residential lots (determined from the Collier County Property Appraiser). The logistic functional form plots a growth trend between these two points that increasingly decays as the TA reaches saturation. This trend is shown below in Figure A.4.1 Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 25 - "'--_.._-"._-~ , ,.. , ..., ~ - .. .- u Fi9lJre~.4.1 70.000 50,000 I . < . . 65,000 60,000 55,000 2008 2010 2020 2030 ~ 10-Mln TA , -- -- - -- -- - - "-" -- - --.. - Source' Flshklnd & ASSOCiates based on I-Site and Collier County Property Appraiser data In the absence of an 'official' County-adopted population projection at the T A level of geography, the Consultant feels the projection above is supported, reasonable, and in no way overestimates growth, It was prepared in a manner entirely consistent with the projections contained in the County-adopted Interactive Growth Model. (Rest of Page Left Intentionally Blank) Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs AnalysIs - Updated 10-21-09 26 .-. Appendix #5 - Use of the Allocation Ratio (See Following Page for Memorandum) - Golden Gate Parkway Mixed Use Subdistrict Commercial Retail Needs Analysis - Updated 10-21-09 27 _ _ ...-...."- "Q-',~.","~' .",,-.-.. ., ....... --- , _.._.._~.._._. -,.-..-- FISHKIND & ASSOCIATES ~ t.. ... ... 1... i.. I.. L .. ~. MEMORANDUM --------~------------------------------------------~------------------- TO: Mr. Mark Strain Chairman Collier County Planning Commission FROM: G. Russell Weyer Senior Associate SUBJECT: Explanation of 2.0 allocation ratio DATE: October 2,2008 VIA: E-Mail ---------------------------------------------------------------------- At your request, the following is an explanation of the 2.0 allocation ratio used in the data and analysis reports we provide to the County during Comprehensive Plan land use changes. The explanation begins with the data and analysis requirements in Rule 9J-5 (2). The rule states the following (with our emphasis added): "(2) Data and Analyses Requirements. (a) All goals, objectives, policies, standards, findings and conclusions within the comprehensive plan and its support documents, and within plan amendments and their support documents, shall be based upon relevant and appropriate data and the analyses applicable to each element. To be based on data means to react to it in an appropriate way and to the extent necessary indicated by the data available on that particular subject at the time of adoption of the plan or plan amendment at issue. Data or summaries thereof shall not be subject to the compliance review process. However, the Department wi/l review each comprehensive plan for the purpose of determining whether the plan is based on the data and analyses described in this chapter and whether the data were collected and applied in a professionally acceptable manner. All tabies, charts, graphs, maps, figures and data sources, and their limitations, shall be clearly described where such data occur in the above documents. Local governments are encouraged to use graphics and other techniques for making support information more readily useable by the public. 1 - (b) This chapter shall not be construed to require original data collection by local government; however, local governments are encouraged to utilize any original data necessary to update or refine the local government comprehensive plan data base so long as methodologies are professionally accepted. (c) Data are to be taken from professionally accepted existing sources, such as the United States Census, State Data Center, State University System of Florida, regional planning councils, water management districts, or existing technical studies. The data used shall be the best available existing data, unless the local government desires original data or special studies. Where data augmentation, updates, or special studies or surveys are deemed necessary by local government, appropriate methodologies shall be clearly described or referenced and shall meet professionally accepted standards for such methodologies. Among the sources available to local governments are those identified in "The Guide to Local Comprehensive Planning Data Sources" published by the Department in 1989. Among the sources of data for preliminary identification of wetland locations are the National Wetland Inventory Maps prepared by the U.S. Fish and Wildlife Service. (d) Primary data sources such as United States Census reports, other government data documents, local computerized data, and original map sheets used to compile required maps need not be printed in their entirety within either the support documents or the comprehensive plan. Summaries of support documents shall be submitted to the Department along with the comprehensive plan at the time of compliance review to aid in the Department's determination of compliance and consistency. As a local alternative to providing data and analyses summaries, complete data and analyses sufficient to support the comprehensive plan may be submitted to the Department at the time of compliance review. The Department may require submission of the complete or more detailed data or analyses during its compliance review if, in the opinion of the Department, the summaries are insufficient to determine compliance or consistency of the plan. (e) The comprehensive plan shall be based on resident and seasonal population estimates and projections. Resident and seasonal population estimates and projections shall be either those provided by the University of Florida, Bureau of Economic and Business Research, those provided by the Executive Office of the Governor, or shall be generated by the local government. If the local government chooses to base its plan on the figures provided by the University of Florida or the Executive Office of the Governor, medium range projections should be utilized. If the local government chooses to base its plan on either low or high range projections provided by the University of Florida or the Executive Office of the Governor, a detailed description of the rationale for such a choice shall be included with such projections." .,,-. A variety of studies are used when we undertake a needs analysis within the State of Florida. They are basically broken down into three categories depending on the type of land use being studied. They are residential needs analysis, commercial needs analysis and a peculiar needs analysis that economically does not fit the standard residential and commercial models. .- Our analysis has evolved over time with input primarily corning from County Staff with regard to the analysis at hand. In looking at comprehensive plan changes, we first must collect the data that goes into the analysis. That data includes population estimates, existing inventory, approved inventory and potential inventory. 2 _.,.~-_.-.'"-"-'-" -~.-.,,_.,,-- .,-" .-- With regard to population estimates, we generally try to use the population data that is used by the County when and where it is available. Our second source is the population data from the Bureau of Economic and Business Research (BEBR) at the University of Florida. Our third source is I-Site, Site Selection Software, produced by GeoVue, Inc. These estimates and projections are compiled by Applied Geographic Solutions, Inc. AGS uses historic Census data from 1970, 1980, 1990, and 2000; USPS and commercial source ZIP+4 level delivery statistics; Census Bureau population estimates and projections at varying levels of geographic detail; Internal Revenue Service statistics on tax filers and year-to-year migration; as well as the Census Bureaus Current Population Survey. The next required data set pertains to the particular land use we are analyzing. We primarily utilize the Collier County Property Appraiser data to determine the existing inventory of that particular land use, the approved inventory of that land use and finally all of the lands on the Future Land Use Map that have potential for that particular land use. We have also used data sources provided by Collier County staff such as the commercial inventory list and the planned unit development list. We then use a variety of models from retail demand gravity models to office employment demand models to determine the current and future demand for the land use type in the designated market area. The future demand generally looks out to the Comprehensive Plan's horizon year, which is currently either 2030 or 2035 depending on the jurisdiction's comprehensive plan and growth management plan horizon year requirements. It is at this point of the analysis that has caused an anomaly in determining a true economic supply and demand result. On the supply side, it is relatively easy to determine the amount of existing and approved supply from the property appraiser data. The difficulty lies in the vacant non-approved potential lands. The staff has required us to take all of those lands that have a commercial or residential overlay on them and include them as supply by putting a floor area ratio figure to the acreage. The issue becomes apparent when all of the lands that are not in the existing or approved category are included in the particular land use analysis. By putting all of the potential lands in the supply category, the assumption is that all of that land would be developed as that particular land use and nothing else. For example in the case of the Airport-Corradi parcel, there were 117 potential commercial parcels totaling 270.68 acres in the 20 minute drive time market (Table 1 on the next page). Those parcels represent a potential of 1,469,723 square feet of office space. 3 ,--. Table 1. Current Supply of Vacant, Potential, and Existing Commercial-Office Space in Project's Market Existin # of Parcels 340 Acres 457.97 ~are Feet 2,549,138 Vacant # of Parcels 523 Acres 1092.59 Sauare Feet 6,075,006 , Potential # of Parcels 117 Acres 270.68 S uare Feet' 1,469,723 , Total # of Parcels 980 , 1821.24 . Acres S uare Feet 10,093,867 Source: Collier County Property Appraiser *Assumed 5,430 square feet per acre based on market average ,'--., There are a number of flaws in the representation of total capacity (supply) which suggest a greater number of acres be designated in the Comprehensive Plan than would be indicated simply by an analysis of forecast demand. First, all of those vacant approved parcels and parcels designated by the Future Land Use Map ("FLUM") as having the potential to be developed as office, in reality, also have the potential to be retail space or some other commercial use. The same parcels are also counted as competing supply when a commercial needs analysis is performed for another commercial use. To include these lands in both retail and office analyses would be double counting the supply. These lands will actually be developed as the market demand dictates, with some lands used for office and the remainder for retail and other permissible uses. A general economic principal states that all markets are efficient and that supply for the most part is generated as demand dictates. It is a rare situation where supply generates demand. Second, though the lands in question are designated with a FLUM category, this does not mean that 100% of these lands are developable, Within these lands there may be wetland areas, conservation areas, water bodies, incompatible adjacent uses, policy setback requirements, drainage and road requirements and infrastructure or access constraints. As a result of these and other myriad conditions, the maximum density/intensity of lands designated through the FLUM does not represent the holding capacity of these lands. Typically, development thresholds are found to be from 50% to 75% of maximum allowable density due to the physical characteristics of the land. 4 ____....,.~~.c. ___,,_,,_,,_,___"__'_~ .... , ,.... Third, while lands are designated with a FLUM land use, there is no requirement they be used at allover the planning horizon. Many properties are held in land bank trusts, held by absentee owners, held in estate transfer litigation or held in family ownership with no intent or desire to use or sell the land, Florida and Collier County in particular have very large tracts of land held in long term family trusts where lands are not developed or are purposefully held off the market. In these and other similar instances, a land use designation on the FLUM does not assure the capacity allocated to these lands will be available to accommodate future growth within the planning horizon of the Comprehensive Plan. Fourth, even if all the lands designated were developable and available it would be inappropriate to limit supply to exactly the level of forecast demand, represented by a ratio of 1: 1 where there is one acre of land supply allocated for every acre of land demand identified. Doing so would limit choices, limit market flexibility and constrain the market. Constraining supply will drive prices artificially high and decrease the attractiveness of the market due to price. For example in choosing a new home one does not typically look at only one house in the selection process. The selection process may involve multiple properties, perhaps a dozen or more. So too for commercial land investments, choice and flexibility are required in the selection process. Fifth, the supply of land is determined and allocated such that it will accommodate the forecast demand. The forecast demand is most often based on population forecasts provided by the University of Florida Bureau of Business and Economic Research (BEBR). Research has shown the BEBR forecasts to be highly accurate in locations where the local economic structure does not change substantially over time. In locations where structural change does occur, the error rate for BEBR medium forecasts can be from 30% to more than 100% too low in terms of forecasting population levels over a 25 year forecast period. Rapidly growing locations, locations which benefit from major highway or interstate expansions, locations which benefit from enhanced airport facilities and locations which benefit from major employer locations are all examples of conditions which represent structural change and tend to result in faster population growth than is forecast in the BEBR projections. Collier County is subject to these structural change forces, and as such, it can be expected that BEBR forecasts will have a comparatively higher degree of error than in other locations across the State. This supports the need for additional flexibility in the allocation of developable land to accommodate a higher probability of population forecast error. Table 2 on the next page documents the analysis of forecast error findings. 5 '.'~ - Table 2. Comparison of Long-Term Population Projections. --'.. .,~--_.~ ~'.'. ~,,- ~- ~ ,".,-.-.'.-- -.--- .-'.' .. ._.__.~",-'-.~,,--~ 1975 BEBR Year 2000 p..r.2iections for 2000 Actual Variance Flagler 21,700 49,832 -129.6% Sf. Johns 71,000 123,135 -73.4% Lake 143,300 210,527 -46.9% Marion 191,000 258,916 -35.6% Sf. Lucie 149,800 192,695 -28.6% -- DeSoto 36,700 32,209 12.2% Highlands 81,400 87,366 -7.3% Polk 471,300 483,924 -2.7% Pasco 343,600 344,768 -0.3% _._-,- Counties with Shift Total 576,800 835,105 -44.8% Counties without Shift Total 933,000 948,267 -1.6% _._ ___.."._~~.__.__~,_.__,___'e_',_''''' ...__.,~_.._____.._.,___. , __., Source: Projections of Flonda Population Bulletm 33, June 1975, U. FL and US Census 2000 Counties with Structural Shift Counties without Structural Shift These conditions have been well documented and supported in administrative hearings. In the course of the evolution of Florida's comprehensive planning process, allocation of land in the FLUM often exceeds the 1:1 ratio. In general, the allocation ratio of between 2.0 and 2.5 has been determined to be a reasonable level, has been supported in administrative legal hearings and has been implicitly adopted in comprehensive plans across the State. -"- To account for the conditions described above, comprehensive plan FLUMs typically represent an allocation of acres for land use by category in excess of a 1: 1 allocation ratio, The allocation ratio measures the amount of additional acreage required in relation to the directly utilized acreage over the course of development in the jurisdiction to assure proper market functioning in the sale, usage and allocation of land. For the reasons discussed, the additional acreage is required in order to maintain market level pricing, to account for the likelihood that certain lands will not be placed on the market for sale during the forecast horizon, and that the property will develop at historic average densities, not maximum allowable densities, or may be subject to future environmental or other constraints. Thus, the lands allocated in the FLUM should be considerably greater than those that will actually be used or developed. As a result of these discussions, analyses and rulings, growth management practices have evolved such that the greater the time horizon of the comprehensive plan, the greater the allocation ratio needed to maintain flexibility of the comprehensive plan. Other factors that influence the residential acreage allocation ratio are the nature and speed of the developing area and the area's general exposure to growth trends in the market as shown in the discussion regarding population forecasts and structural change. Fishkind believes that to ensure proper flexibility in the comprehensive plan of a rapidly growing county like Collier, a commercial allocation ratio in the range of 2.0 is necessary to maintain planning flexibility and to account for the multiple sets of conditions which might otherwise restrict land usage, 6 ~~._~ .- -~~.".'~---"'''' -.".,----. Although the allocation ratio figure has fluctuated over time depending on who is reviewing the amendment at the state level, Fishkind's recent experience with the Florida Department of Community Affairs indicates that the DCA has seen and approved allocation ratios in the 1.8 to 2.4 range and in some cases even larger allocation ratios for longer forecast horizons. Otherwise, if allocation ratios are not used in the analysis, the likely outcome is the Comprehensive Plan will fail to adequately accommodate growth resulting in higher than normal land prices, constrained economic development and a less efficient pattern of growth which results from market inflexibility due to lack of investment choices. 7 FISHKIND & ASSOCIATES ...I..~.. li..~~ ... ~. ~ MEMORANDUM --------------------------------------~-----_._---~-------------------- TO: Mr. Mark Strain Chairman Collier County Planning Commission FROM: G. Russell Weyer Senior Associate SUBJECT: Examples of 2.0 Allocation Ratio Acceptance DATE: October 2,2008 - VIA: E-Mail ----------------------------------------------------------------------- Mark, You have asked for specific examples where the Allocation Ratio measurement has been used elsewhere. Here is one example of a legal case and two other examples in Florida where is has been approved and accepted by both the local jurisdiction and in some cases the Department of Community Affairs. Panhandle Citizens Coalition Inc. versus Department of Community Affairs In the matter Panhandle Citizens Coalition Inc, (PCC) vs. Department of Community Affairs (DCA), a petition was filed by PCC to challenge DCA's finding that the West Bay Detailed Specific Area Plan (WB DSAP) was in compliance as an amendment to the County Comprehensive Plan. The findings of fact in this case include item #92 which reads: "In addition to projecting population growth and assessing capacity to accommodate growth an allocation needs ratio (or multiplier) is necessary to ensure housing affordability and variety in the market; otherwise, the supply and demand relationship is too tight, which may cause a rapid escalation of housing prices. Because the farther in time a local government projects growth, the less accurate those projections tend to be, actual need is multiplied by an allocation needs ratio to produce an additional increment of residential land to accommodate this potential error." 1 '" - ..--.-..--,...--"........-. , ..... _...-,~,,-~. -- Finding #93 states: "Small Counties that experience above-normal growth rates may use allocation ratios as high as three more in order to realistically allocate sufficient buildable land for future growth. The County's allocation ratio of 2.2 before the WB DSAP and FLUM amendments was low from a long term forecasting perspective. When the WB DSAP amendments are factored into the allocation ratio, such growth would raise the allocation ratio to 2.3, which is still relatively low" Further, in finding #94 it is stated: "A land use plan should allow for sufficient inventory to accommodate demand and to provide some choice in order to react to economic factors." The Administrative Law Judge found the proposed land use amendments in compliance with section 163.3184 (1) (b) in part because the demonstration of need with respect to the allocation ratio indicated the allocation ratio of 2.3 was too low to properly accommodate projected future growth over the planning horizon. Acceptance of 2,0 Allocation Ratio in the case of Newberry VillaQe Retail In Alachua County Newberry Village is a development of approximately 250,000 square feet of retail space in unincorporated Alachua County. A comprehensive plan change was required to allow for this use in the County. The applicant performed a commercial needs analysis as a requirement for their data and analysis portion of their application. The analysis is attached as Exhibit A. The Florida Department of Community Affairs found the plan amendment compliant with no requests for further data analysis. We have attached the notification of compliance as Exhibit B, City of Leesburq, Florida implicit Allocation Ratio The City of Leesburg, Florida has an adopted comprehensive plan where the implicit residential allocation ratio of 2.5 is embedded in the plan. The estimated land requirement projections are found in the approved 2003 Housing Element of the Leesburg Comprehensive Plan on page 111-17 The Housing Element of the Leesburg Comprehensive Plan indicates an allocation ratio of 2.5 in the following passage: "Based on figures provided by the Shimberg Center for Affordable Housing, a total of 8,295 dwelling units will be needed to serve the household population of the City by year 2010......the City will be able to accommodate approximately 13,292 additional units, for a total of 21 ,031 residential units by 2010." 2 -"-, Given the 2010 demand for 8,295 units and 21,031 unit capacity, the empirical allocation ratio found is 2.5 in the current and approved 2003 Leesburg Comprehensive Plan Housing Element. Allocation Ratios of other Florida Counties with updated Comprehensive Plans Allocation ratios are not only used in analyzing commercial comprehensive plan amendment changes. The ratios are also used in analyzing residential comprehensive plan amendment changes as noted here and in the City of Leesburg, Florida above. In reviewing a number of needs analysis reports submitted for residential comprehensive plan amendment changes around the state, Fishkind has discovered that there are number of counties across the state that have substantial allocation ratios that are embedded in their comprehensive plans. Fishkind has analyzed allocation ratios in counties across the state with recently updated comprehensive plans that have been approved by the Department of Community Affairs. As shown in Table 5.6.1, the future land use maps of these counties contain allocation ratios that are consistent with those suggested by Fishkind, Table 5.6.1. Allocation Ratios in other Florida Counties ---- .'_._,"_...,,_...-.-...................,_.~.. - -".~- '''' ,~".-- _. ,-' -~._--------"-,,-_._---_.._._._._._,.__...._-_._, .- County Hendry SI. Johns Nassau Martin Indian River _._-- ,~-_._..._-----_.~-_._..,.~. ~.,.".._- Source: Fishkind and Associates, Inc. Allocation Ratio 5.38 3.08 4.54 3.92 4.62 Forecast Horizon (years) 15 15 15 15 20 -,._--". ,..... ._.......__._--_. -----"."..,~~....- -- "--,~-,,---,,~'~.''''.. '~"'~ ~~ -----.- -_...~,..__.._. The counties noted above have incorporated significant allocation ratios into their comprehensive plans to adequately accommodate growth and limit higher than normal land prices, constrained economic development and less efficient patterns of growth which result from market inflexibility due to lack of investment choices. ,_., 3 - - EXHIBIT A Newberry Village Retail Needs Analysis Newberry Village Retail Needs Analysis ,,- Prepared For: NewUrban WORKS Development Prepared By: Fishkind & Associates, Inc. 12501 Corporate Blvd. Orlando, Florida 32817 (407) 382-3256 October 25, 2005 ~-" -'~--'..._,_., .,..._._~ -- .. ........ __m_______._...___.___ Table Of Contents Section Title Page 1.0 Introduction............... ..... ..... ..... .... ......... ....... ....... ...... ............ 1 2.0 Current market Conditions..................................................... 2 3.0 Community-Type Retail Allocation Ratio............................... 3 4.0 Need for Additional Community-Type Retail Zoning ............... 3 5.0 Conclusion.... ........... ..... ............ ... ............. ............. ... ... ......... 4 Appendix 1 - Existing Competitive Supply Appendix 2 - Vacant Future Supply Appendix 3 - 20 Minute Drive Time Demographics .. II Newberry Village ~ Retail Needs Analysis ,- 1.0 Introduction 1.1 Purpose This report analyzes the need to amend the Alachua County Comprehensive Land Use Plan for the proposed Newberry Village development. The development program calls for development of approximately 250,000 square feet of retail space in unincorporated Alachua County. 1.2 Overview of needs analysis In the context of amending the adopted Comprehensive Land Use Plan for Alachua County the applicant must demonstrate the need to amend the plan. Typically, this takes the form of a comparison of: . The supply of existing land currently planned for retail uses . The demand for retail lands based on market conditions The applicant must determine whether there is sufficient supply of retail land in the Plan to accommodate future retail space demand. The analysis was conducted based on a 20 minute drive time market area surrounding the project site, comparing demand and supply, both existing and future, within the project market area. The retail market study further considered both demand and supply for community-type retail space only. Figure 1 shows the 20 minute drive time market area. Fi ure 1 ~ 20 Minute Drive Time Market Area " flSHClP'D ..,.... ..i .. . Page 1 of 8 -- --r . .-,....-.-- '''' ._,.,'.--_...,..,-'" ,_._~..,_.,--,~----~. - . Newberry Village - Retail Needs Analysis 2.0 Current Market Conditions 2.1 Existing Supply The community-type retail supply in the market was determined using the US Shopping Center directory, listing community type retail centers in Alachua County. Based on a gravity model of retail shopping patterns, calibrated for local market conditions, Fishkind & Associates, Inc. determined the effective competitive retail square footage surrounding the site, applicable to the subject location. Of 1.6 million square feet of community type retail space within 20 minutes of the site, Fishkind determined 1.3 million square feet of this existing supply directly competes with community type retail space at the subject site. Appendix 1 lists the existing competitive community-type shopping centers within 20 a minute drive time of the site, the square feet associated with each center, and its competitive characteristics based on the market conditions. 2.2 Future Supply To determine future supply, Fishkind & Associates, Inc. examined all vacant commercial parcels within the 20 minute market area. Vacant commercial parcels as designated by the Property Appraiser were then checked for current zoning. Parcels with current zoning of Business (BR), highway oriented business (BH), and Automotive (BA) were determined to represent competitive vacant supply. The analysis showed there are 38 vacant parcels meeting the criteria for future competitive supply. The criteria include, vacant parcels having the required zoning, and of sufficient size to accommodate community-type retail space, meaning parcels generally greater than 10 acres and less than 30 acres in size. Parcels with proper zoning in excess of 30 acres were excluded, as these more appropriately accommodate regional-type retail demand. Parcels with proper zoning under 10 acres were excluded as these more appropriately accommodate neighborhood-type retail demand. Numerous parcels under 10 acres were also included in the analysis as these are parcels with adjacency allowing combined parcel sizes of approximately 10 acres or greater. The sum total of competitive sites is 215 acres. An additional 57.7 acres were added to the supply based on further planning analysis of properties which appear to qualify for community type capacity. The vacant competitive supply is 272.7 acres. At .18 FAR this translates to potential future community-type retail supply of 2.1 million square feet, within the Newberry Village market area. The combined existing competitive supply plus future supply equals 3.4 million fJSH(ltC Page 2 of 8 "" ... .. , Newberry Village - Retail Needs Analysis square feet of Community-type retail space capacity in the Newberry Village market area, through year 2020. Appendix 2 shows the list of parcels designated for future community type supply, No representations are made as to the availability for sale or whether there is owner intention to develop the vacant lands at any time in the future. Because there is no assurance as to whether these lands will be developed, a market flexibility factor (allocation ratio) must be included to assure proper supply over the long term. 2,3 Community-Type Retail Space Demand The market analysis shows there are 76,090 households within the 20 minute drive time surrounding the site, as of 2005 (see appendix 3), Average household income is $45,260, This generates community-type retail demand of 1.6 million square feet of space as of year 2005. Household growth to year 2020 is expected to raise market area households to 96,208 households and 2.0 million square feet of demand by year 2020. 3.0 Community-Type Retail Allocation Ratio -.~ .. The community-type retail allocation ratio in the Newberry Village market area is 1,7. This is determined by dividing the 3.4 million square feet of supply/capacity by the 2.0 million square feet of demand, through the planning horizon year of 2020. The addition of 250,000 square feet of retail space through the proposed Newberry Village retail land use change results in a marginal increase in the overall Plan allocation ratio from 1.7 to 1.8. Fishkind & Associates believes an allocation ratio of under 2.0 leaves insufficient flexibility to accommodate long term retail space needs, Table 1 shows the supply/demand calculation and resulting allocation ratio. Table 1- 2020 Summary Community Retail Market Conditions Vacant Community Retail Acres 272.7 Future Community SO FT. Supply 2,138,043 Existing Competitive Supply 1,266,947 TOTAL SUPPLY 3,404,990 Proposed Newberry Village 250,000 Total Demand 2,045,865 Community Commercial Allocation Ratio 1.8 - ,......., L..I... .. . " . Page 3 of 8 -- ., --..." .. .._,~ " -----.- --" ....-..,." _-...-- -" , --._-._--_.. .............."..-......... Newberry Village - Retail Needs Analysis 4.0 Need for Additional Community-Type Retail Zoning With the revised allocation ratio so low in the Newberry Village market area, there is a need for additional retail capacity to be allocated for the long-term. 4.2 Acceptable Over-Allocation Ratio The Department of community Affairs has indicated an acceptable over- allocation rate for future land use planning purposes is 2.0. Many communities have considerably higher allocations for retail land uses, The Newberry Village market area has a current allocation ratio of 1.7. The addition of 250,000 square feet of community-type retail space in the proposed project will increase the allocation ratio to 1.8, leaving the market below 20 and only slightly above the original County allocation. 5.0 Conclusion Newberry Village has petitioned Alachua County to revise the Comprehensive Plan to allow the inclusion of 250,000 square feet of additional community-type retail space in the Newberry Village market area. The current analysis of available community-type retail lands indicates a need for additional retail acres in the market area by year 2020, in order to provide proper long range planning flexibility. This report concludes there is an under-allocation of available community-type retail lands in the Newberry Village market area The conversion of lands to retail uses will still provide the ability of the remainder of the site to reach 80% of the maximum residential density allowed under the existing zoning and land use. However, by including the mixed use component, needed additional retail capacity is provided while still achieving a high proportion of the maximum residential capacity. Based on this finding, there is justification to include the Newberry Village lands in the Future Land Use Map as inventory of future retail lands flSH(lM) .... Page 4 of 8 . ~ . , . Newberry Village - Retail Needs Analysis APPENDIX 1 - Existing Competitive Supply SITE % CENTER NAME GLA DIST COMPETING SF COMPETING NEWBERRY SQUARE 180,524 0.63 98.01% 176,939 NEWBERRY CROSSING 111,010 1.37 95.68% 106,217 OAKS SQUARE 119,000 1.37 95.68% 113,862 OAKS MALL PLAZA 105,252 1.55 95.12% 100,111 TOWER CENTRE 165,000 1.92 93.95% 155,018 CENTRAL PLAZA 132,000 10.00 68.97% 91,043 GAINESVILLE SHOPPING CENTER 186,173 10.08 68.73% 127,959 GAINESVILLE MALL 289,850 1102 65,92% 191,077 - WAL-MART PLAZA 177,766 11.33 65.00% 115,552 WINN DIXIE MARKETPLACE PLAZA 139,337 11.67 64,00% 89,171 TOTAL 1,605,912 1,266,947 ..-'- ......., l..... ..... .. . Page 5 of 8 - - ,. ., ....----- ,~~_,."_' _~.__ .......___,~.._"~__.w...,,., , " ,..,.".....,...-- Newberry Village - Retail Needs Analysis APPENDIX 2 - Future Vacant Supply OBJECTID 1 ZONEDISTRI ZONEDEFIN PIN CALCACRES SOFT - 200 BH Highway Oriented Business (BH) 06041-003-001 21.8 O.OOOOOC 89 BP Business and Professional (BP) 06041-002.005 9.3 O.OOOOOC 135 BH Highway Oriented Business (BH) 06331-002-003 6.0 O.OOOOOC 142 BH Highway Oriented Business (BH) 06800-028-000 1.0 O.OOOOOC 277 BR Business Retail Sales, and Services (BR) 04344-005.003 1.5 O.OOOOOC 278 BR Business, Retail Sales, and Services (BR) 04344-005-005 4.0 O.OOOOOC 117 BR Business, Retail Sales, and Services (BR) 04344-005-003 1.5 O.OOOOOC 118 BR Business Retail Sales, and Services (BR) 04344-009-000 1.1 O.OOOOOC 119 BR Business Retail Sales and Services (BR) 04345-003-000 0.5 O.OOOOOC 120 BR Business Retail Sales, and Services (BR) 04345-004-000 1.0 O.OOOOOC 121 BR Business, Retail Sales, and Services (BR) 04345-006-000 6.2 O.OOOOOC 122 BR Business Retail Sales, and Services (BR) 04345~01 0-000 0.5 O.OOOOOC 354 BR Business Retail Sales, and Services (BR) 04344-001-000 8.6 O.OOOOOC 355 BR Business Retail Sales, and Services (BR) 04345-006-000 6.2 O.OOOOOC 313 BH Highway Oriented Business (BH) 04350-005-000 9.0 O.OOOOOC 132 BH Highway Oriented Business (BH) 06038-022-000 10.5 O.OOOOOC 353 BR Business Retail Sales, and Services (BR) 04345-006-000 6.2 O.OOOOOC 59 BH Highway Oriented Business (BH) 04344-001.000 8.6 O.OOOOOC 205 BH Highway Oriented Business (BH) 06233.006.001 1.3 O.OOOOOC 100 BH Highway Oriented Business (BHl 06331~002-003 6.0 O.OOOOOC 101 BH Highway Oriented Business (BH) 06331-005-000 2.9 O.OOOOOC 102 BH Highway Oriented Business (BH) 06331-006-000 1.0 OJ 1C 315 BR Business, Retail Sales, and Services (BR) 04350-005-000 9.0 0.OCv00C 284 BH Highway Oriented Business (BH) 04345-006-000 6.2 O.OOOOOC 124 BR Business, Retail Sales, and Services (BR) 04344-009-000 1.1 O.OOOOOC 285 BA Automotive Oriented Business (BA) 04344-001-000 8.6 O.OOOOOC 286 BA Automotive Oriented Business (BA) 04345-006-000 6.2 O.OOOOOC 160 BR Business, Retail Sales. and Services (BR) 07251-017~000 1.2 O.OOOOOC 10 BR Business, Retail Sales, and Services (BR) 06655-002-003 29.4 O.OOOOOC 116 BR Business, Retail Sales. and Services (SR) 04344-009-000 1.1 O.OOOOOC 312 BR Business, Retail Sales, and Services (BR) 04344-009-000 1.1 O.OOOOOC 314 BH Highway Oriented BUSiness (BH) 04350-005-000 9.0 O.OOOOOC 134 BH Highway Oriented Business (SH) 06655-015-000 4.9 O.OOOOO( 263 BH Highway Oriented Business (BH) 06656-002-008 3.4 OOOOOOC 152 BH Highway Oriented Business (BH) 06331-002-003 6.0 O.OOOOO( 153 BH Highway Oriented Business (BH) 06331.005-000 2.9 O.OOOOOC 154 BH Highway Oriented Business (BH) 06331-006-000 1.0 0.00000[ 316 BR Business Retail Sales, and Services (BR) 04350-005-000 9.0 0.00000[ 215.0 flSl<<lp.() Page 6 of 8 .... .. . . , Newberry Village - Retail Needs Analysis --"- Appendix 3 - Newberry Village 20 Minute Drive Time Demographics -. ....".., ."." la,i. .. . Page 7 of 8 .. . --,......_-^---,-~--~"_.~.~,----~ '"", "'" .... . -- . ~~'".--... .. ..__._..__....._0'.. - -. . "--_._'"_._~". ---.,,- ,- Site Location: Lat: 29.661634 Lon: -82.430144 Prepared By: FISHKIND AND ASSOCIATES, INC. Page A-1 10/25/05 Household Trend Report SiTE NAME TRADE AREA SiZE Newberry Village - 20min VALUE "' '" Population Population (1990) 143,256 Population (2000) 172 121 Population (2005) 174990 Population (2010) 177 .778 Pct. Population Growth ('90-'00) 2015 Pct Population Growth ('00-'05) 167 Pct. Population Growth ('05-'10) 159 Geographic Area Size 221 5974 Population Density (2005) 78968 Daytime Marketplace (2005) Total BUSiness Establishments 7406 Total Daytime Employment 112.110 Households Households (1990) 57.054 Households (2000) 70.015 Households (2005) 76 090 Households (2010) 81946 Married Couple Family With Children (2005) 11.417 150% Gender (2005) Male (2005) 85.523 48.9% Female (2005) 89.466 51 1 % Race & Ethnicity (2005) Race: White (2005) 128.502 73.4% Race: Black (2005) 31825 182% Race: ASian or Pacific Islander (2005) 7914 45% Race. Other Race (2005) 3122 18% Race. Two or More Races (2005) 3627 21G/o Ethnlcity: Hispanic (2005) 11.907 68% Age Distribution (2005) Age 0-4 (2005) 9448 54% Age 5-9 (2005) 8.564 49% Age 10-13 (2005) 7.049 40% Age 14-17 (2005) 8,516 49% Age 18-24 (2005) 30.904 177% Age 25-34 (2005) 40,035 229% Age 35-44 (2005) 19,947 114% I Age 45-54 (2005) 19.857 11.3% Age 55-64 (2005) 13756 79% Age 65-74 (2005) 8.384 4.8% Age 75-84 (2005) 5.839 331YG Age 85+ (2005) 2,288 13% I TrafllcSettings Heavy. Travel Speeds 30,50.l:i5.20,30,40 Source: AGS Report Created with iSITE, Version: 2005.01.16 Site Location: Lat: 29.661634 Lon: -82.430144 Prepared By: FISHKIND AND ASSOCIATES, INC. Page A-2 10125105 ,,_. Household Trend Report SITE NAME TRADE AREA SIZE: Newberry Village - 20min -"" VALUE % Median Age Median Age (2005) 31.31 Median Household Income Median Household Income (1990) 24.711 Median Household Income (2000) 34,389 Median Household Income (2005) 37,442 Median Household Income (2010) 41.571 Per Capita Income Per Capita Income (1990) 12.221 Per Capita Income (2000) 17.795 Per Capita Income (2005) 20,389 Per Capita Income (2010) 23.469 Average Household Income Average Household Income (1990) 30.686 Average Household Income (2000) 43.960 Average Household Income (2005) 45.268 Average Household Income (2010) 49,164 Median Disposable Income Median Disposable Income (2005) 32.082 Aggregate Income Aggregate Income ($MM) (2005) 3,56780 Income Distribution (2005) HH Inc. $ 0 - $ 15k (2005) 20,657 27.1 % HH Inc. $15 - $ 25k (2005) 10,641 14.0% HH Inc. $25 - $ 35k (2005) 8,865 11.7% HH Inc. 535 - $ 50k (2005) 10.143 13.3% HH Inc. $50 - 5 75k (2005) 10.976 14.4% HH Inc. $75 - 5100k (2005) 6,092 8.0% HH Inc. $100k - 5150 (2005) 5.471 7.2% HH Inc. 5150 - 5200k (2005) 1.608 2.1% HH Inc. 5200K+ (2005) 1.637 2.2% Employment By Industry (2000) Employment Status. Total Labor Force 90,720 527% Employment Status: Employed 83,786 48.7% Industry: Agriculture (2000) 505 0.6% Industry Mining (2000) 12 0.0% Industry: Construction (2000) 3.550 42% Industry: Manufacturing (2000) 2,804 3.3% Industry: Wholesale Trade (2000) 1,237 1.5% Industry: Retail Trade (2000) 9,348 11.2% Industry: Transport. and Warehousing (2000) 1.444 1.7% Industry: Utilities (2000) 714 0.9% Traffic Sellings: Heavy, Travel Speeds: 30,50 65,20,30 40 ~~" Source: AGS Report Created with iSITE, Version: 2005,01.16 _ .w,.."",,_...__~~ .. .. -_.~<""".- .... '._~---~ .,"', --- .. ...... .. , Site Location: Lat: 29.661634 Lon: -82.430144 Prepared By: F1SHKIND AND ASSOCIATES, INC. mADE AREA SIZE SITE NAME Traffic$ettings: Heavy, Tr<lvel$peeds: 30,50.65.20,30.40 Employment By Industry (2000) Industry: Information Ser\iices (2000) Industry Fmance and Insurance (20001 Industry' Real Estate (2000) Industry: Professional Services (2000) Industry Management (2000) Industry Admm Services And Waste Mgmnt (2000) Industry' Educational Services (2000) Industry: Health Care and Social Assist (2000) Industry Arts. Entertainment and Recreation (2000) Industry Food and Hospitality Ser\ilces (2000) Industry Other Ser\iices, except public (20001 Industry Public Adminstration (2000) Housing (2000) Housing Units (2000) Housing Units. Occupied (2000) Housmg Units. Vacant (2000) Housing Units, Owner-Occupied (2000) Housing Units, Renter-Occupied (2000) Median Rent (2000) Median Home Value (2000) Consumer Expenditures (2005, $/HH) Total Consumer Expenditures (2005) Total Retail Expenditures (2005) Educational Attainment (2000) Education: Less than 9th Grade (2000) Education: Some High School (2000) Education High School Graduates (2000) Education, Some College (2000) Education' Associate's Degree (2000) Education Bachelor's Degree (20001 Educalion, Graduate School (2000) Population, Age 25+ (2000) Source: AGS Page A-3 10125105 Household Trend Report Newberry Village - 20min VALUE "/" 2.640 3.2% 3,076 3,7% 1 635 2,0% 4.721 56%: 16 00% 2.296 18.924 13.505 1,567 7.821 3.815 4.156 27% 226% 161% 19% 93% 46% 500k, 76,020 70.015921% 6.005 79% 33.624 48 0% 36,391 520% 441 99.302 40,661 64 17 708 70 2.903 31% 6.492 70% 15,973 172% 17,634 19,0"/(, 9,039 97% 20.404 220% 20.408 220%) 92,852 53.9% Report Created with iSrTE, Version: 2005.01.16 ..-- EXHIBIT B Newberry Village Retail Comprehensive Plan Amendment Florida Department of Community Affairs Notice of Compliance ,".'~ _.._._.__._---."---~~- ._---".--_..,,~ ._, ---.-'.. -- _. _____..,_~__'.._ ~ ,,_~, "'. ,--" ~_ ,~'" n, ., " tR STATE OF FLORIDA DEPARTMENT OF COMMUNITY AFFAIRS Dedicated to making Florida a better place to catl home" CHARLIE CRIST THOMAS G. PELHAM Secretary GC',E'rr'cr .Iul\ ~~, ~II()S rhe Honorabk Rodne\ J Long Chairman. Board of Count\ CClIllmissioners . .\Iaehua County PO, Box '2877 Gaines\ille, FL 3~602-~877 RE: Alachua County Adopted Amendment 08-R I Dear Chairman Long: The Depal1ment has completed its rev iew "f the adopted Comprehensive Plan ,\mendment (Ordinance :\umber 08-10: DC\ Amendment :-.Jumhers 06-'2 and 08-RII for \Iachua County, as adoptcd on .\ugust 17, '2006 and June 10. l008, and determined that it meets the rcquirements of Chapter 163, Pal1 II. Florida Statutes. lor compliance, as detined in Suhsection 163.3 184( I )( bl, Florida Statutcs. The Depal1ment is issuing a Cumulati\e Notice of Intent to tind the plan amendment in compliance. The Cumulati\e Notice of Intent was sent to the GainesI'i/le Sun for publication on Jul\ '2:1, '2008. The Depal1ment's cumulative notice of intent to lind a plan amendment in compliance shall be deemed to be a tinal order if no timely petition challenging the amendment is tiled, Any affected person may lile a petition with the agency within '21 days alier the publication of the notice of intent pursuant to Section 16:1.3184(9), r lorida Statutes. :-.Jo de\elopment orders, or penn its lor a dc\e1opment. dependcnt on the amendment may be issued or commence bet(lre the plan amendment lakes effect. Pkase he ad\Jsed that Section 163.:1184(8)(e)2, Florida Statutes, requires a local go\ernment that has an internet site to post a copy of the Department's Notice of Intent on the site within:i days alier receipt of the mailed copy of the agency's notice ofintcnl. Please ll<lIe that a ClIPy ,'ithe adopted ('ount\ ClIlllprehensi\e Plan .\mendment. and thc '\;oti,;( of Intent mu,q be ,,,ailable I"r pnhlie inspection \londay through hida\, except fllr legal holida:s, Juring nunnal husinl.?ss hours. ~It fhe \ladlUa ('nuntj (iro\\1h \fanagcment ()fficc. 10 S\\- ~;," \'enlIc, Ih"d '.Ioor. (jainc"illc,llorida, lc(,OI-l1c'i4 2555 SHUMARD OAK BOULEVARD. TALLAHASSEE FL 32399-2100 ~ <:: ,-, .<.' ~ J _ _ - , '" '~ ;; -II.: ij c . ") ". ) 'J' ',- :;, --, ~, , , , 'lie b s' I e , . CO~MUNITY PLANNING . HOUSING AND COMMuNITY DEVHOP~[NT -:., ,'. _:__F ,',: '" ',". rh~ Hunurablc Rodney J. Lung Julv 2', 2008 Pag~ ~ .~ Iflhis in compliance detemlination is challenged by an atlccted person, you will have the ()ption of meJiatillll pursuant tu Subseetionlh}.3189t})(a). Florida Statutes. If you choose to attempt to reso" e this matter thwugh mediati'1n, yuu must tile the r~qu~st for mediation" ith the administrati\e I,m judge assigncd hy the Di\isi(ln uf ..\dministrati\e Hearings. The ehoiee of m~diatiun "ill nut affeet th~ right ul any party tu an administrative h~aring. If you ha\ e any qu~stions. please contact Ana Richmund, Planner. at (850) 922-1794. Sincer~ly. 1!0~}J / ,:tL'L~~i Mike \1cDani~1 Chief, Office of Comprehensive Planning \l\1.ar Enclosure: Notice of Intent -. ce: \Ir. Scott Koons. AICP. Exeeutive Direetor, North Central Florida RPC \fr. Stewn Lachnieht. AICP. Direetor of Growth Managem~nt Mr. C. David Coffey Mr. Bradley Stith .'-' .-.-- - - -- -. -- STATE OF FLORIDA DEPARTMENT OF COMMUNITY AFFAIRS CUMULATIVE NOTICE OF INTENT TO FIND THE ALACHlJA COUNTY COMPREHENSIVE PL~\j AMENDMENT AND REMEDIAL COMPREHENSIVE PLAN AMEND\IENT(S) IN COMPLIANCE DOCKET NO 08-R 1-\101-0 I 02-(A)-(1) 1l1c Department ISsues thIS cumulatIve notice of intent to find the Ataehua County Comprehensi,e Plan Amendment adopted b~ Ordinance No 06-26 on .\ugust 17,2006 and the remedIal amendment(s) adopted by Ordinance No 08-10 on June 10,2008 IN COMPLIANCE. pursuant to Sections 1633184.1633187 and 1633189. F S The adopted Alaehua County ComprehenSIve Plan Amendment and the Department's Objections, Recommendations, and Comments R'l'ort (if any), are available for public insp"etlon Monday through Friday, except for legal holidays. dunng normal busmcss hours, at the Alachua Countv Growth Management, 10 SW 2"" Awnue, Third Floor. GainesvIlle, Florida 32601-6294. Any affected person, as defined in Section 1633184, FS, has a right to petition for an administrative hearing to challenge the proposed agenc~ determination that the Remedial Amendments are In Compliance, as defined in SubsectIon 1633184(1), FS The pc'tition must be filed within twenty-one (21) days after publication of this notice, and must include all of the information and contents described in Uniform Rule 28-106201. FA C The petition must be filed ,,,th the Agency Clerk. Department of Community Affairs, 2555 Shumard Oak Bculevard. Tallahassee, Florida 32399-2100 and a copy matled or delivered to the local government. Failure to tImely file a petitIon shall constltute a waIVer of any nght to request an admll1istratJve proceedll1g as a petitIoner under Sections 120'69 and 120 57. F S If a petition IS filed. the purpose of the admll1lstrative hcanng will be to present eVIdence and tc'Stlmony and forward a recommended order to the Department If no petitIon IS filed. t/us NOllce of Intent shall become final agency actIOn. If a petition is filed, other affected persons may petition for leave to intervene in the proceedll1g A petItion for lI1tervention must be filed at least twenty (20) days before the final hearing and must mclude all of the mformatlOn and contents described in Uniform Rule 28-106.205, FAC A petItIon for leave to Intervene shall be filed at the Division of Administrative Hearings, Department of Admimstration. 1230 Apalachee Parkway, Tallahassee, Florida 32399-3060. Failure to pC'1ition to mtervene wlthm the allowed tIme /Tame constlMcs a "'Il\'er of any right such a person has to request a hearmg under Secnons 120569 and 12057, FS. or to participate In the admmistratlVe heanng. After an administrative heanng petItion IS timely filed. mediatIOn IS available pursuant to Subsection 163 3 I 89(3)(a), F S, to any atTccted person "ho is made a party to the proceeding by filing that requc'St With the admmlstrative law Judge asSigned by the Div ,sion of Administrative Heanngs The chOIce of mediatIOn shall not affcct a party's right to an admmlStratl\ e hcanng il {.) 2 !,(JL" ' () ,I<-( ('tL~'---'" . -.0_.__ . ___ ..__ . __ _. \hke McDamcl, Chief DIVISIon of Commul1lty P!anl1lng D~partmcnl "I' (ommumty Aff.lIIs 2,55 Shumard Oak Boulc\ard Tll!ah:L~SCC, Flonda 1231N-21 UO Golden Gate Parkway Mixed Use Subdistrict Commercial Needs Analysis Office Study April 24, 2008 Revised and Updated: 10-21-09 .'~> Prepared for Naples Christian Academy Goodwill Industries of Southwest Florida Prepared by Fishkind & Associates, Inc. 1415 Panther Lane, Suites 346/347 Naples, Florida 34109 (239) 254.8585 Attachment P Fishkind & Associates Needs Analysis - Office Study . -'~_....-....-._,,_..__.- - -~-~...... --~ "...- ,_. ..., . ___'N_'_"..",'._~~ --,--- TABLE OF CONTENTS 1.0 INTRODUCTION ........... ........................... ... ..... .............................................................. 3 1.1 PURPOSE.. ........................................... .......................................................... ...................... ..... .....3 1.2 OVERVIEW OF NEEDS ANALySiS.... ... ......................................................................................3 1.3 DEFINITION OF THE TRADE AREA..............................................................................................4 1.4 ANALYSIS PROCESS........................................................................................................................ 5 2.0 THE SUPPL V OF OFFICE SPACE ,................................................"""....."."........"...6 2.1 EXISTING OFFICE SUPPLY IN PROJECT'S TRADE AREA.............................................................6 2.2 POTENTIAL OFFICE SUPPLY IN PROJECT'S MARKET ........................................................................ 7 2.3 OFFICE SPACE HOLDING CAPACITY (LEE COUNTY PORTION OF TRADE AREA) .............................13 24 RECONCILED VACANT COMMERCIAL LANOS...... ........ ..................................................14 2.5 TOTAL OFFICE SPACE HOLDING CAPACITY IN PROJECT'S MARKET ...............................................14 3,0 THE DEMAND FOR OFFICE SPACE .."............"............................................"..."... 16 3.1 METHODOLOGy.............. ..................................................................................................... ........ 16 3.2 EMPLOYMENT-BY-INDUSTRY DISTRIBUTION IN THE PROJECT'S MARKET......................................16 3.3 EMPLOYMENT GROWTH FORECAST AND SPACE REQUIREMENTS................................................18 3.4 DEMAND FOR OFFICE SPACE ...... .. .................... .......................................................19 4.0 COMPARISON OF SUPPL V-TO-DEMAND .............................................................. 20 4.1 SUPPLy/DEMAND COMPARISON AND THE ALLOCATION RATIO....................................................... 20 5.0 CONCLUSIONS CONCERNING THE PROPOSED AMENDMENT ......."............... 21 APPENDIX #1 - MAP OF 20-MINUTE DRIVE TIME TRADE AREA"..............".................. 22 APPENDIX #2 -I-SITE CENSUS-BASED HOUSEHOLD TREND REPORT ........."......,.... 23 APPENDIX #3 - BUREAU OF LABOR STATISTICS - QCEW DATA...,.......,........,............24 APPENDIX #4- USE OF THE ALLOCATION RATIO .........,..........................,....,................25 Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 2 1.0 Introduction 1.1 Purpose The purpose of this report is to present a commercial needs analysis for the proposed change to Golden Gate Area Master Plan ("Plan"), The Naples Christian Academy and Goodwill Industries of Southwest Florida ("Client") are proposing approximately 17.16 +/- acres of mixed use development ("Project") including a commercial office and retail component and a small amount of residential development at the southwest corner of Golden Gate Parkway and Santa Barbara Boulevard, in the Golden Gate area of Collier County ("County"), Florida. Fishkind & Associates, Inc., ("Consultant") has been engaged to prepare this report. This report pertains to the office portion of the proposal. 1.2 Overview of Needs Analysis In the context of amending the adopted Plan the applicant must demonstrate the need to amend the plan. Typically, this takes the form of a comparison of: o The supply of existing land/square footage currently planned for various commercial uses; and o The demand for land/square footage based on projected employment in the market .~ Historically, these comparisons have focused their studies County-wide, This analysis studies the market for commercial demand around the project and portions of the County within certain drive time distances. There are two related reasons for this type of analysis. First, consumers are assumed to maximize benefit over all goods and services consumed subject to their income. This type of analysis requires that travel costs are either explicitly or implicitly accounted for during the consideration of the consumers' income constraint. This analysis requires the Consultant to narrow the scope of the analysis from the county level down to a local market level. Second, the Consultant considers whether the choice of location is a Pareto improvement for consumers, (Pareto improvement means that no consumers are made worse off, and at least one is made better off,) That is, the Consultant asks the question whether additional commercial space makes at least one local market better off, without reducing the welfare of all others, An analysis of commercial space over the whole of a county may lead to the wrong conclusion of where to develop new space. That is, the county as a whole may appear to need more commercial space to support the aggregate level of demand generated by its residents. With many County- wide choices of commercially-zoned lands available, the development of one site over another may lead to an over supply in one location and an under supply in another, This is precisely the outcome the County wants to avoid, Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 3 _...._-_..._-~- --, ,--",,--_.- - --~"",",.~. ~.........". , ----._..-~-,-,~~,_.- Therefore: o By narrowing the focus of this study to the local market, the Consultant determines if this market has a need for additional office space. o The Consultant can replicate a competitive outcome, and ensure that the welfare of all other local markets is improved or unchanged. 1.3 Definition of the Trade Area The primary trade area utilized for this analysis is a 20-minute drive time surrounding the subject site (map provided in Appendix #1). Because the demand for office space is driven by employment, the trade area represents a reasonable employment commute distance for workers surrounding the Project. Narrowing the focus of the analysis from the County-level down to the trade area level is especially useful because the employment distribution attributes of the County as a whole may not reflect those of the area surrounding the Project. The trade area was delineated utilizing two sources of information on employment commute times: 1) US Census Bureau commute times to work for employees in Collier County; 2) East Central Florida Housing Methodology - reasonable employment commute factors to accessible employment opportunities; US Census Bureau Commute Times - Collier County Table 13.1 below shows the distribution of commute times for employees in Collier County according to the US Census Bureau Table 1.3.1 Commute Times to Work for Employees in Collier County , ____n_____ ---,',-- , Emploved Percent of Total , , 103,068 : Total: ~ : Did not work at home: 98,199 --- Less than 5 minutes 2,665 2.71% 5 to 9 minutes 10,396 10.59% 10 to 14 minutes 14,833 15.11% , 15 to 19 minutes 17.593 17.92% , -- . i 20 to 24 minutes 16.481 16.78% , 5,586 5.69% I 25 to 29 minutes 30 to 34 minutes 15.077 15.35% ----. ------ 35 to 39 minutes 1.481 1.51% i 40 to 44 mmutes 2.682 2.73% , , 45 to 59 minutes 5.943 6.05% , 60 to 89 minutes 3,336 3.40% , 90 or more minutes 2,126 2.16% -..-. Source: US Census Bureau, 2000 Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs AnalysIs - Updated 10-15-09 4 _...--~ The table above indicates the two most common employment commute time intervals in Collier County are 15 to 19 minutes (17,92% of employees) and 20 to 24 minutes (16.78% of employees). Further, 63.1% of employees had a commute time of 24 minutes or less. East Central Florida Housin(J Methodolo(JY The East Central Florida HousinQ MethodoloQY, a methodoloQY for assessinQ the affordable housinq impact of Developments of ReQionallmpact,' was developed by the East Central Florida Regional Planning Council in 1999 to analyze the availability of housing opportunities for employees generated by a Development of Regional Impact ("DRI"), This methodology has been accepted for use in lieu of the Adequate Housing Rule adopted by the Florida Department of Community Affairs ("DCA"). While the Project analyzed in this report is not a DRI, the employment commute distance utilized by the ECFRPC Methodology is instructive in terms of delineating a trade area for analyzing the need for office space. The methodology utilizes a commute (trade) area of a 1 O-mile radius or 20-minute drive time surrounding a project. Housing within this area represents a reasonable commute distance to work for employees of the proposed Project under analysis. Trade Area Conclusions .-. Based on the information above, the need to amend the Plan is based on an analysis of this 20-minute drive time market's need for additional commercial-office development (map provided in Appendix #1), 1.4 Analysis Process The process of determining the need for additional commercial-office space consists of three steps, as outlined below. o Inventory existing supply of commercial-office space in the market area; o Inventory vacant commercial space and parcels designated as having the potential for commercial-office space by the Collier County Future Land Use Map ("FLUM") and Golden Gate Future Land Use Area Map ("GGAFLUM"); o Project future population/employees in the identified commute (trade) area to determine future commercial-office demand and compare against commercial-office land allocation ratios; "..- Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 5 --...-.-...- ----_._.....,~_.~_., -----, _.._._._"----..._._._".~~~..~ -, ~ ----- 2.0 The Supply of Office Space Having established a trade area for the Project, the next step is to analyze the supply of office space the Plan can accommodate within the 20-minute drive time trade area. The supply analysis of the Plan is articulated in three parts: 1) First, the Consultant has utilized Collier Property Appraiser data to inventory the supply of existing office space within the 20-minute trade area (DOR Codes: 17, 18,19, and 23). 2) Second, the Consultant has utilized the Future Land Use Elements of the Collier County Growth Management Plan and the Golden Gate Area Master Plan as a guide to estimate how much additional office space is implicitly allocated within the trade area. 3) Third, the Consultant has inventoried the existing and vacant/potential supply that falls within the City of Bonita Springs, Lee County (extreme northern portion of the trade area). From this, the Consultant is able to estimate the total office space holding capacity of the 20-minute drive time trade area. 21 Existing Office Supply in Project's Trade Area The Consultant has utilized Collier County Property Appraiser data (effective date of 3- 25-09) to estimate the amount of existing, constructed office space within the 20- minute trade area. Table 2.1.1 provides the current inventory of office space utilizing DOR Codes: 17, 18, 19, and 23. (Full dataset provided on CD to Planning Dept.) Table 2,1.1 Current Supply of Existing Commercial-Office Space in Project's Market Existin Acres 354.17 S uare Feet 4,506,S9S S fVacre 12,725 Source: Collier County Property Appraiser- EffectIVe Date of Data 3-25-09 The table above shows there are 4.5-million square feet of existing, constructed office space in the Project's market with an average density of 12,725 square feet per acre (4,506,898/354.17). Going forward, this average density will be used as a guide to estimate the potential supply of office space on vacant approved commercial lands and FLUM designated commercial lands in the section below. Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 6 2.2 Potential Office Supply in Project's Market ,~'" The Consultant analyzed the Future Land Use Elements of the Collier County and Golden Gate Area Plans to estimate the total office space holding capacity within the 20-minute trade area (effective date of Plan retrieval 4-09-09), The land use categories that fall within the Project's market are shown in Table 2.2.1 below. Table 2.2.1 Land Use Categories within Project's Market "'- Collier Count GMP Golden Gate Area Master Plan Urban Oesi nation Urban Desi nation Mixed Use District Mixed Use District Goodlette/Pine Rid e Comm. Infill Subdistrict Urban Residential Subdistrict Oranqe Blossom MU SUB Downtown Center Commercial Subdistrict Vanderbilt Beach/Collier Blvd Commercial Subdistrict Commercial District Bucklev Mixed Use Subdistrict G,G. Mixed Use Activitv Center Subdistrict Davis Blvd I County Barn Rd Mixed Use Distnct G.G Urban Commerciallnfill Subdistrict Urban Residential Subdistrict Santa Barbara Commercial Subdistrict Urban Residential Frin e Subdistrict G.G. Pkwv Professional Office Commercial Subdistrict Urban Coastal Frin e Subdistrict Collier Blvd Commercial Subdistrict Industrial District (Includes all Subdistricts Estates Desi nation Commercial District Mixed Use District Mixed Use Activit Center Subdistrict Residential Estates Subdistrict Interchan e Activity Center Subdistrict Neinhborhood Center Subdistrict Livinaston/Pine Rid e Commerciallnfill Subdlstnct G.G. Pkwv Institutional Subdistrict . LivtnQston Road Commercial Infill Subdistrict Commercial District Livinaston Road / Eatonwood Lane Commerciallnfill Interchan e Activitv Center Subdistrict {Collier GM~ Livin ston/Radio Rd Commerciallnfill SubdIstrict Pine Rid e Road Mixed Use Subdistrict Livin stan RoadNeterans Memorial Road Commercial Western Estates Infill Subdistrict Vanderbilt Beach Rd Nel hborhood Commercial Subdistrict G.G Estates Commerciallnfill Subdistrict Estates Desi nation Overla sand S ecial Features Bavshore/Gatewav Trianale Redevelo ment Incorporated Area Source: Fishkind & Associates based on Collier County and Golden Gate Plans The balance of this section will focus on only on land use land use categories that allow commercial development. Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 7 ._...~--_..'~._-~ .. .--. .- -.-........ ..__..,,_...."~._.-.,...., "'_....."_,~.~._....~..,.., ".h_'~_'_~"'" .-. The first step is to identify any land use categories for which the FLUE describes maximum commercial allocations with a reasonable degree of certainty, For these categories, the office holding capacity can be estimated directly, These categories are shown in Table 2.2.2 below along with the maximum allocations of allowable commercial-office space taken directly from the FLUE. Table 2.2.2 Land Use Categories with Specific Allocations Total Max. Allowed Max Allowed FLU Cate or Acres Allowable Uses Comm~ Office '$ fl\ .~..._~.- Collier County GMP Urban Oesi nation , Mixed Use District , Davis Blvd I County Barn Rd Mixed Use Subdistrict 22.83 Res, Goods/Svs 45,000 15.000 'Vanderbilt Beach/Coller Blvd Commercial Subdistrict , 4933 Res. Goods/Svs 200.000 207.153 *OranQe Blossom MU Subdlstnct 1355 Res, Goods/Svs Undefined 56.901 *Goodlette/Pine Rid e Comm Infill Subdistrict 31.00 Commercial 275.000 130.179 -.-.-.-...--..- - 'Buckley Mixed Use Subdistrict 22 84 I Res. Goods/Svs Undefined 95.913 , Commercial District ____..!:-ivlngslon RoadlEatonwood Lane Commerciallnfill Sub, -i---~?' 5.+ Office, Storace 200.000 90.000 Livln stan/Pine Rid e Commercial Infill Subdistrict 2797 I Res, Goods/Svs 165.000 40,000 , 'Vanderbilt Beach Rd Neiqhborhood Commercial Subdistrict 17 00 Res. Goods/Svs 180.000 71.389 : 'llvln ston/Radlo Rd Commerciallnfill Subdistrict 5.00 Res. Goods/Svs 50.000 20.997 Llvin ston Road CommerClallnfil1 Subdistrict 600 Med/Pro Offices 52.500 52.500 Llvln ston RoadNeterans Memorial Road Commlnfill Sub. 225 Med!Pro Offices 50.000 50,000 , ! , -~- , Golden Gate Area Master Plan i , , , Estates Desi nation Commercial District , 'Plne Rid e Road MU Subdistrict 1623 Commercial 80.000 68.155 Commercial Western Estates Infill Subdistrict , 623 ' Commerclal 41.490 41.490 I -- i , --1- i TOTAL i 939,676 'Note' 'Max Allowed Office' estimated as one-third of total acreage (based on existing Collier ORis shown in Table 2.2 4 below) multiplied by 12.725 sqftlacre (from Table 2.1.1 above) Source: Fishkind & Associates based on Collier County and Golden Gate Plans As the table above shows, It is implied by the Plan that almost 1-million total square feet of office space can be accommodated by these land use categories. For categories in the table where the maximum amount of office space is not specified, the Consultant conservatively allocated one-third of total acreage for potential office uses (based on the allocation of uses in approved Collier DRls shown in the section below) and applied the average density per acre from Table 2.1.1 above Golden Gate Parkway Mixed Use Subdistricl Commercial Office Needs AnalYSIS - Updated 10-15-09 8 ,~.~. For the balance of land use categories in the Project's market, the amount of allowable office space is not as clearly defined by the FLUE. In light of this, the Consultant has classified the remaining land use categories as either: . Traditional; or . Redevelopment This distinction is important. For the 'traditional' land use categories, only the amount of remaining vacant commercial land needs to be analyzed to estimate the amount of implicit office capacity. However, for the 'redevelopment' land use categories, total land area must be analyzed to account for the greater likelihood of conversion. Table 2.2.3 on the next page shows the remaining land use categories which allow commercial development and their classification as either 'traditional' or 'redevelopment.' Additionally, the table shows total acreage and vacant commercial acreage based on GIS analysis performed by the Consultant' utilizing data from the Collier County Property Appraiser and Collier County GIS Department. - (Rest of Page Left Intentionally Blank) - 1 Please note acreages represent approximations. This is because the borders delineating land use categories do not exactly match parcel lines. In some Instances, outer parcels that partially touch the land use category boundary are included in their entirety. Golden Gate Parkway Mixed Use Subdistrict g Commercial Office Needs Analysis - Updated 10-15-09 ,~. .. " ., .,,,,"' , ----~._-_. --...._.~...~,_.- "......, - ,-------.-,.,-.-.-.- Table 2.2.3 Remaining Land Use Categories within Project's Market REDEVELOPMENT Collier Cou~ GMP Overl~ and ~ecial Features 8a shore/Gateway Trian Ie Redevelooment Golden Gate Area Master Plan Urban Oesi nation ----------- ------ Mixed Use District Downtown Center Commercial Subdistrict Commercial District Collier Blvd Commercial Subdistrict *G.G, Pkwv Professional Office Commercial Subdistrict Santa Barbara Commercial Subdistrict TRADITIONAL Collier Cou'2!r....GMP Urban Desl9Dation Mixed Use District -------------,... Urban Coastal Frinqe Subdistrict Urban Residential Frin e Subdistrict Urban Residential Subdistnct Total Acrea e Vacant Comm. Ac. 60340 18.85 48.52 18.52 14.09 I : : .. ....---- .. ---- --e--- .. , Commercial District Interchan e Activit Center Subdistrict Mixed Use Activity Center Subdistrict Industrial District Industrial District n n n , , i i n -- , ____nm____ Overla sand S ecial Features Incorporated Area I Golden Gate Area Master Plan Urban Desi!walion IGG\ Commercial District G.G. Mixed Use Activity Center Subdistrict G.G Urban Commerclallnfill Subdistrict Mixed Use District Neiqhborhood Center Subdistrict Estates Desi nation (GG\ Commercial District l_, .__.,..8,G Estates Commerclallnfill Subdistrict i Source: Fishkind & Associates based on Collier County and Golden Gate Plans Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 10.08 0.00 37481 57.76 157.71 2.46 42.56 3.19 129 0.00 1506 10 - The next step IS to determine reasonable estimates of office allocation for these land use categories. As a guide in determining land allocations, the Consultant has reviewed land use distribution data from the Southwest Florida Regional Planning Council's Annual DRI Monitoring Report for Collier County. Table 2.2.4 shows the distribution of approved land uses for all DRls in Collier County (date retrieved 4-17- 09). The DRI monitoring report is the only County-specific information available that separately identifies the allocation of office and retail uses within a unified, planned development theme. The County's PUD inventory document only lists a 'commercial' total and does not account for retail/office uses separately. Table 2.2.4 Distribution of DRI Land Uses (Collier) -- %of -- Total Acres 93.87% %of Land Use Residential Acres Acres Comm. Acres 31.693 Retail Acres Office Acres Indus. Acres . . 1,03416 306% 49.9% .-- 670.13 1.98% 32.4% 247 073% 11.9% 11978 0.35% 5.8% I Hotel Acres , -- ..... .... .------------- Total Comm. ACT.~.~_~ _________n______ ______ -. . - - -J---------- __ _2,071 __ .:._____ 33,764 Total Acres Source: Fishkind & Associates based on SWFRPC Annual DRI Monitoring Report (retrieved 4-17-09) The table above shows land allocations from two perspectives: 1) as a percent of total approved DRI acreage: and 2) as a percent of approved DRI commercial acreage. For DR Is in Collier County, office space averages 1.98% of total approved DRI land area and 32.4% of approved DRI commercial area. The Consultant has used these data as a guide in allocating office space across the land use categories in the Project's market. For 'traditional' land use categories in Table 2.2.3 on the previous page, the Consultant estimates one-third (based on Table 2.2.4 above) of vacant approved commercial acreaqe will be developed as office. For the 'redevelopment' land use categories, the Consultant conservatively estimates one-third of total acreage will be developed as office -- assuming significant conversion of existing land uses. This is done to maintain the most conservative analysis possible. It is likely this allocation is entirely too high and these categories will yield much less office space. Once the amount of office acreage is estimated, the average office density of 12,725 square feet per acre from Table 21.1 is applied. These estimations, along with the resulting office yields, are shown in Table 2.2.5 on the next page. Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 11 .,,_._". . .- _._- '" ..".,_.>.~- -....~, . ..- -,-,-~,~_.'.~- .~----_.-. sIma e Ice ;pace 0 In a aCltv Total Vacant % Office Office Office Acre!9!- Comm. Ac. Acres Acres 5 It --~- --_.-...,-_...~~._._- --.----- REDEVELOPMENT "~'- ........__n__ ..-- -- Collier Count GMP Overlavs and 5 ecial Features BavshorefGatewav Trianale Redevelo men! 603 40 ~~ 33.3% 2011 2.559.479 Golden Gate Area Master Plan -. Urban Oesinnation Mixed Use District Downtown Center Commercial Subdistrict 1885 .. 333% 6.3 79,957 Commercial District , Collier Blvd Commercial Subdistrict 4852 .. 33_3% 16.2 205.804 ------ - .".--..- 'G.G_ Pkw Professional Office Commercial Subdistrict 1852 ~~ 900% 16.7 212,051 _._._.~ Santa Barbara Commercial Subdistrict 1409 .. 33.3% 4 7 59.762 I , TRADITIONAL , , Collier Count GMP ,- I , Urban Desi nation Mixed Use District i Urban Coastal F rin e Subdistrict .. , 1008 33.3% 3.4 Urban Residential Frln e Subdistrict , 0.00 33.3% 00 n , ~ Urban Residential Subdistrict n 37481 33.3% 1249 1.589.865 .. ..--- Commercial District un-+- ~~- .-- _._~.- Interchan e Activity Center Subdistrict . ~ , 5776 33.3% 193 244.999 , ---. --.-. Mixed Use Activity Center Subdistnct i n i 15771 33_3% 52.6 668,946 , i ------ ----------+----.--...- ..H +_..__ , Industrial District j , Industrial District n i 246 33,3% 0.8 10,416 , , i I I , Overla sand 5 ecial Features , , Incorporated Area ~~ 4256 333% 142 180.513 , , - , , , , , , , , , i Golden Gate Area Master Plan , , , I , Urban Designation (QQl , I Commercial District -------- -------- --.,,~- ..---.---.---.--..- ; G,G, Mixed Use Activity Center Subdlstnct 319 I 33_3% 1.1 , 13.516 n G.G Urban Commerciallnfill Subdlstnct i n 1.29 33.3% 04 5.471 Mixed Use District I Nei hborhood Center Subdistrict n 000 33_3% 00 ~ , ; -- , Estates Designation /GG) , , , I , i Commercial District , i , G,G Estates Commerciallnfill Subdistrict ~~ , 15,06 33,3% 5.0 63 884 , , TOTAL 5,894,662 , , E f Table 2.2.5 t dOff' S Hid' c *Note' GGPPOCSD places specific emphaSIS on office development. As such. office space is allocated at 90% of total land area **Applled average density of 12.725 square feet per acre from Table 2_1 1 Source: Fishkind & Associates based on Collier and Golden Gate Plan & Collier Property Appraiser data Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis u Updated 10-15-09 12 _,0_,. As the table above shows, it is implied by the Plan that over 5.8-million total square feet of office space can be accommodated by these land use categories. 2.3 Office Space Holding Capacity (Lee County Portion of Trade Area) The extreme northern portion of the 20-minute trade area extends into the City of Bonita Springs region of Lee County. The table below provides the estimate of office holding capacity for this area utilizing Lee County Property Appraiser Data (effective date of data - 4-30-09). . Existing Office - Includes all instances of OOR Codes 17, 18, 19, 23, & 24 (when present); . Vacant/Potential Office - Includes all instances of DOR Code 10 and only instances of DOR Codes 50-69 (vacant agricultural) when they fall within a commercial land use category. The primary commercial land use category in the portion of the trade area that extends to Bonita Springs is 'Interchange Commercial'. The office yields for Vacant/Potential supply are calculated in the same manner as the sections above. Table 2.3.1 Estimated Office Space Holding Capacity (City of Bonita Springs - Lee County) ..- Total % Office Office Office Acrea e , Acres Acres S It Lee Countv Existi~Office 11.84 100.0% 1184 '89,770 VacanUPotential Office 123.44 33.3% 41.15 "523 588 TOTAL 135.28 613,358 Source: Fishkind & Associates based on Lee County Property Appraiser data *Note. 'Existing' office square footage taken directly from property records. "Note: Density from Table 2.2.1 applied to Vacant/Potential Supply. The table shows there are almost 90-thousand square feet of existing office space and almost 525-thousand square feet of vacant and potential office space within the portion of the trade area which extends into Bonita Springs. .....-. Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 13 ~ ----.."...... ._--'"'. -,', - ---~ 2.4 Reconciled Vacant Commercial Lands For completeness, this section provides an inventory of reconciled parcels designated as DOR Code 10 (Vacant Commercial) that are not included in the data queries for the sections above. Office yields for these parcels are estimated in the same fashion as the sections above, by applying the distribution of office space from Table 2.2.4 to the vacant land and then applying the average sqft/acre density determined in Table 2.2.1. This is shown in the table below. Table 2.4.1 Reconciled Vacant Commercial Lands Addt!. % Office Office *Office Ac. Acres Acres 5 It OOR Code 10 Reconciliation 230.91 33.3% no 979,441 Source: Fishkind & Associates based on Collier County Property Appraiser data *Note applied average density as determined by Table 2.2.1 As the table shows, the reconciled parcels total almost 1-million square feet of potential office space. 2.5 Total Office Space Holding Capacity in Project's Market The sections above analyzed the Plan's office space holding capacity from a number of perspectives: . First, the Consultant utilized Collier Property Appraiser data to inventory the supply of existing, constructed office space within the 20-minute trade area (DOR Codes: 17, 18, 19, and 23). . Second, the Consultant has utilized the Future Land Use Elements of the Collier County Growth Management Plan and the Golden Gate Area Master Plan as a guide to estimate how much additional office space is implicitly allocated within the trade area. . Third, the Consultant utilized Lee County Property Appraiser data to inventory the supply of existing, constructed and vacant/potential office space for the portion of the 20-minute trade area that extends into the City of Bonita Springs. . Fourth, the Consultant provided an inventory of reconciled parcels designated as DOR Code 10 (Vacant Commercial). Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 14 --_.~, Table 2.5.1 below provides the estimate of total office space holding capacity in the Project's market based on the sections above. Table 2.5.1 Total Office S ace Holdin Ca acit Office S It 4,506,898 939,676 5,894,662 Lee Count Exist;n Allocation of Office S ace Table 2.3.1 Lee Count VacantlPotential Office S ace Table 2.3.1 89,770 523,588 OOR Code 10 Reconciled Table 2.4.1 979,441 Total Allocation of Office S ace 12,934,035 As the table above shows, the total allocation of office space - both existing and implied by the Plan - within the Project's market is almost 13-million square feet. (Rest of Page Left Intentionally Blank) .,.-, Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 15 -. .~___.._.,. ___ __.._._M"-.'_' -. .. ~-""'-~---".'--"-"'----"-'-----~",- '" 3.0 The Demand for Office Space 3.1 Methodology A variety of methods exist for quantifying the demand for office space. A common approach involves a per capita or ratio (office square feet/person) methodology. This approach is useful and not tremendously data-intensive. However, there are more dynamic methodologies available. The approach utilized in this report is a segmentation methodology. This method estimates office demand as a function of the number of employees that occupy office space in the 20-minute trade area. For this report, "employees" refers to individuals who are employed within the trade area and not to employed individuals who are residents of the trade area - as these employed residents may work outside the market. This analysis is not concerned with where employees live. The steps for determining the demand for office space within the trade area are as follows: o Determine the employment-by-industry distribution within the trade area () Estimate the percentage of workforce occupying office space o Estimate square foot size requirement per office employee 3.2 Employment-by-Industry Distribution in the Project's Market Collier County does not maintain 'official' employment-by-industry estimates or forecasts for sub-regions within the County. As an alternative, the Consultant has utilized I-Site census-based demographics package to determine the current employment distribution within the trade area. Table 3.2.1 shows the employment-by-industry distribution within the trade area based on 2008 I-Site data,2 the most recent available as of the effective date of this report. (Please refer to Appendix #2 for complete I-Site data table for the 20-minute trade area). Additionally, the table shows the Consultant's estimation of the percent of employees that occupy office space according to their industry. 2 I-Site utilizes data based on the decennial US Census. To provide estimates In between decennial Census years at the census block level of geographic detail, I-Site utilizes data from United States Postal Service and commercial source ZIP+4 level delivery statistics, Internal Revenue Service statistics on tax filers and year-to-year migration: as well as the Census Bureaus Currenl Population Survey. Golden Gate Parkway Mixed Use Subdistrict 16 Commercial Office Needs AnalysIs - Updated 10-15-09 ,,'-, Table 3.2.1 Employment-by-Industry Distribution for Project's Market 20-Minute Trade Area 2008 % of Emn. # of Office % of Tolal Emn ~ in Office ~ in Office Employees, Aqricultural, Forestrv, FishinG ISIC 01-09; 2,507 0% 0 0.00% Employees, Mini~gJSIC 10-14; 70 0% 0 0.00% Em lovees, Construclion ISIC 15-17) 13,460 10% 1,346 1.12% Em lovees, Manufacturin I ISIC 20-39) 2,831 15% 425 0.35% Em lovees, Transoortation and Communications ISIC 40-49) 3,408 15% 511 0.42% Employees, Wholesale Trade ISIC 50-511 3,776 0% 0 0.00% Employees, Retail Trade ISIC 52-59) 28,688 0% 0 0.00% Employees, Finance, Insuance and Real Estate ISIC 60-69 12,135 100% 12,135 10.06% .- Emnlovees, Services ISIC 70-89; 45,011 15% 6,752 5.60% Emplovees, Public Administration (SIC 90-981 7,260 15% 1,089 0.90% Employees, Unclassified ISIC ggl 1 493 0% 0 0.00% Total 120,640 22,258 18,45% Sources: I-Site Census-based Demographics Package; Fishkind & Associates Effective Date of Data Retrieval: 4-02-09 As the table above shows, it is estimated that 18.45% of all employees within the trade area occupy office space. To provide context, this estimation is along the very low end of the spectrum. According to the Appraisal Institute3, the percentage of office workers typically ranges from 20% to 34% of total employment in a market area. As such, the Consultant feels the estimation in Table 3.2.1 above is conservative and in no way overstates the number of office employees in the trade area. Please note the employees shown in the table above refer to individuals who are employed within the trade area and not to employed individuals who are residents of the trade area - as these employed residents may work outside the market. (Rest of Page Left Intentionally Blank) ,,~"" 3 Stephen F. Fanning, MAl, Market Analysis for Real Estate 'Concepts and Applications in Valuation and Highest and Best Use' Chicago Illinois: The Appraisal Institute 2005, Pg. 287 Golden Gate Parkway Mixed Use Subdistrict 17 Commercial Office Needs Analysis - Updated 10-15-09 - - . ----~,.,.. -'_. ,....,..~. , - , --",~,~,.,"...,. .>'_...._...'.-...~....~~...~, 3.3 Employment Growth Forecast and Space Requirements Now that the number of office workers has been estimated, the next step is to forecast employment growth within the trade area, The County does not maintain 'official' projections for employment. As such, the Consultant has utilized the Quarterly Census of Employment and Wages4 ("QCEW") program from the Bureau of Labor Statistics to analyze employment trends over the past eight years in Collier County. (Please refer to Appendix #3 for complete data table) Table 3.3.1 below shows the average annual percentage change in employment-by-industry for Collier County from 2001 to the second quarter of 2008 (latest available as of this report). Table 3,3.1 Collier Employment Trends QCEW (% Change Period-to-Period) AVG Annual Grwth Industrv Title 2001-2008Q2 Construction 1.61% Education and Health Services 3.49% --------. Financial Activities 2.59% -------...---- ,._.,_._-~-~ . Information 0.53% Leisure and Hospitality 4.30% ManufactUring 0.14% Natural Resources and Mini'"-9... -3.51% , Other Services 2.05% . Professional and BUSiness Services 2.01% , , Public Administration 3.50% I Trade, Transportation, and Utilities - 0.87% Unclassified 7.91% Grand Total 1,93% Sources: Fishkind & Associates based on Bureau of Labor Statistics QCEW Effective Date of Data Retrieval: 4-02-09 Collier County has experienced broad based declines in employment over the last one to one-half years. This is consistent with the recent contractions at the State and National level. Alternatively, different Industries have been changing at different rates for other reasons. For example, 'Natural Resources and Mining' has been steadily declining due to the conversion of agricultural lands to other uses. While institutional industries such as education/health services and public administration have shown increases over time to accommodate the once rapidly growing population. Despite recent employment contractions, it is anticipated the County will again experience growth once the local, national, and global economies stabilize. This sentiment is affirmed by County planning staff in their 2008 Annual Update and Inventory Report ("AUIR"), 'No one within the AUIR planning team expects that growth will no longer come to Collier County The question is when growth will restart and at what annual rate. . 4 The Quarterly Census of Employment and Wages (QCEW) program publishes a quarterly count of employment and wages reported by employers covering 98 percent of U S jobs, available at the county, MSA, state and national levels by industry. Golden Gate Parkway Mixed Use Subdistrict 18 Commercial Office Needs Analysis - Updated 10-15-09 .,~ On that basis, a long-term forecast for employment that shows very little or no growth based on recent events is not reasonable or likely. Instead, the average change over the past eight years is a more instructive guide, The Consultant has utilized the average annual employment growth rate for all industries shown in Table 3.3.1 above (1.93%) to forecast employment growth for office employees in the trade area. Because the rate takes into account declining industries (natural resources and mining), while at the same time office based industries have been expanding, the Consultant feels it in no way overstates growth for the long-term, Having developed a forecast for the number of workers that occupy office space in the trade area, the next step is to estimate the office space requirement per employee. The Fiscal Impact Analysis Model ("FIAM") - as maintained by Collier County long range planning staff and adopted for use by the Board of County Commissioners utilizes - the following office square foot per employee parameters: Office One-Story - 300 sqft per employee, Office Class A - 350 square feet per employee, and Medical Office 250 square feet per employee. For this analysis the Consultant has utilized 325 square feet per employee - the average of the One-Story and Class A office requirements. 3.4 Demand for Office Space .,-',. Based on the material presented in the sections above, Table 3.4.1 shows the demand for office space within the 20-minute trade area. Table 3.4.1 Demand for Office Space in Project's Market 2008 2010 2020 2030 (1) Total Trade Area Emolovment 120,640 125,297 148,583 171,869 (2) % Occu Ino Office Soace 18.45% 18.45% 18.45% 18.45% 131 Total Emolo ed in Office S ace 22,258 23,117 27,413 31,709 (4) A VG Office S ft ner Em . Re uirement 325 325 325 325 (5) Total Trade Area Office Demand IS ft\ 7,233,688 7,512,939 8,909,194 10,305,449 (1) Total employees from Table 3.2.1 forecasted at annual growth rate from Table 3.2.2 (2) % of Total Emp. In Office from Table 3.2.1 (3) (1) multiplied by (2) (4) Collier County Fiscal Impact AnalYSIS Model (5) (3) mulliplied by (4) As the table shows, in 2008 there is a total demand for 7.2-million square feet of office space within the 20-minute trade area, This figure is expected to grow to 10.3-million by 2030. ,--"". Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 19 - . --.."-' ,. ,_.,.,. ,.k~~,_".=.. 'U~,'_"''' . "_~O"'_"'~"__"_"'''_''''~___'___''_'''_''W.'_.________ 4.0 Comparison of Supply-to-Demand 4.1 Supply/Demand Comparison and the Allocation Ratio The sections above quantify the supply of, and demand for, office space within the 20- minute trade area The next step is to compare the two. Because of the length of the analysis horizon and the fact that the supply calculation In Section 2.0 takes into account lands that mayor may not be developed as office space - or at all, the comparison is articulated by an 'allocation ratioS (ratio of supply-to-demand). For this analysis, the minimum acceptable level for the allocation ratio is 2.0 (Refer to Appendix #4 for a memorandum prepared and previously transmitted to the Collier County Planning Commission on the use of Allocation Ratios). Table 4.1.1 provides a comparison of the office supply determined in Section 2.0 and the projected office demand determined in Section 3.0. Table 4,1,1 Office Need in Project's Market Commercial Office ---I --- 2008 I --- --_._-~ 2010 2020 2030 .. M" ----"------ - --------------... -- 7.233.688 7,51 2.939 8,909194 , 1O,305,449 - , " , .j" "J["'" I 1 2 C]-q (ij5) 1 :J:q UYi) , 'c, '. y',1<-l U J' I , - . . '" -----------~.- I -- - ___u....,,_._. .' .., _"._ .------1'----- 1.79 1.72 1,45 1 ,26 '" ..--...-------...------ ----- -..--- _____J 1 Markel Office Demand gur:nl~I.!:J_t_I.Y_~_____________ (21 ~ply Net GLA (Sq Ftl________ Allocation Ratio (1) Table 34 1 (2) Table 2.31 (3) (3) divided by (2) I 1Demi!nd) The table above shows the ratio of the total supply to the total demand equals 1.79, 1.72, 1.45, and 1.26 for the years 2008, 2010. 2020, and 2030 respectively. This comparison converts all vacant and potential acres and assumes full development within the market. Currently the office allocation is sufficiently below the minimum desired level of 2.0. By 2030, the allocation ratio is expected to drop to 1.26 indicating a tight relationship between the demand for, and the supply of, office space. As the situation currently stands there is an insufficient degree of flexibility in this market's ability to accommodate office demand The lack of available supply will artificially constrain the market and raise prices in the short- to mid-term It IS important to note that the 2.0 supply-to-demand ratio represents a sufficient over-allocation of land to ensure proper market functioning. The additional lands are needed to maintain market level pricing, account for the likelihood that certain lands will not be introduced to the market over the forecast horizon or may be subject to other future ownership or environmental constraints. Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs AnalYSIS - Updated 10-15-09 20 -_. 5.0 - ".._----~ Based on this analysis, there is a clear and compelling case for adding additional commercial-office designated land to this market. As noted here, this market's office allocation ratio will decrease to 1.26 by 2030. It is just these types of situations that make it good planning policy to have a sufficiently high ratio to accommodate the expected demand in a meaningful fashion over such a long planning horizon. Conclusions Concerning the Proposed Amendment Taking into account all developed, vacant, and FLUM designated commercial land in the market, there is not a reasonable degree of flexibility in the market's ability to accommodate future office demand. The 2030 office allocation ratio of 1,26 indicates an extremely tight relationship between the demand for, and the supply of, office space in the future. Any ratio below the minimum desired level of 2.0 warrants the addition of new office land to the market. The Project's location provides the access and visibility that are required for this type of development. The under-allocation of suitable office property supports the need for the additional office acreage. (Rest of Page Left Intentionally Blank) Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 21 ,. . _,~._.._, ._.__,,_.'_'_' ,__e, -- "___^_.,_"___,._,,,.,_. ..,,__~___~ _~.., u__~. A endix #1 - Ma of 20-Minute Drive Time Trade Area R 2::, E , -., '\ , , '~. . , . , , , , , 12([ i I , r--~ , T27E , PlANNED UNIT DEVELOPMENTS, ~- ,..----_.~--- tu , , .-- -- -'-' - , " , ' .. w ro ~ r -- -- -_. - ------ _._4,,:"_ - ,- - ~---- I I i . il . --'-----..,- , - -I , , I I , I" I I In '-- - ----. ------ , , - i ~ . ,""'''''- .~'''-''- - , , . , . w ,'-- 0, " r '-""'I .-.- ,.--t- . . _..' , ' I ~ ~ , -. . . , . . . , ..... ~ ". , \ I . r , j"' , I f- -~'-'-"-'- --+- --f- , i , I , , I ) '1 . 'JJ' '~ti, '. , ,- -- .- , u o ~. f- L----'." .. ; COMMERICAl AND I INOU STRlAl ZONIIIG ------; ,,- . , , , -, " --- -..- Legend , , I .--j , w , ~LT Lt!goend . ('. So. ~~,. " r Pl:CC:.W!.ifR.::::AL _F'IJCIl'[L1S~RI~ _1',::US-RIt..L _:::-0)_:-,:0,::11..,[ 0- ,_-.,. I' 'f' ,! '- . [-~-''-'-'''-': ' -'-' -'\-..... " 1. 3 , . ,~ -,-- , ..,..,........... Source. Fishkmd & Associates, Inc based on Collier County PUD, Commercial. and Industrial zoning map (Effective date 3-25-091 Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 22 ,.._" Appendix #2 - I-Site Census-based Household Trend Report 20-Minute Drive Time Trade Area To\<llEmployees TotalEstablishme~ts WhiteCollarOccupatio~s Occupatio~ Executive Occupation: Professional Specialty Occupations Occupatio~ Sales Prolessiorl8ls Occupabon TechrlOlogles and TechnlCklns Occupahon.SalesWorkersa~dClerks Occupation AdministraliveSupportWorkers Occupation: Technical. Sales and Administrative Field Ol::cupatio Blue Collar Occupations Occupation PrrvateHouseMldServlces Occupa1io~: Protective Services Occupatio~ OtherServicesSrte Based OccupatIOn Other Services Field Based Occupatio~ Farming, Forestry a~d Fishi~g OccupatIOn Precislo~, Crall. a~d Repair: Site Based OccupahonConstrochon,Repair,andMiningField8ased Occupation Machine Operators. Assemblers an~ Inspectors Occupat,on: Transpoo1ationand Materials Moving Workers Occupation Handlers, Helpers and laborers Average ESlablishmenlSiz€ MedlanEst.'3blishmentSile AverageSize.Agricuhure Foreslry Fishing Average Size: Mining Average Size Construction Average Size: Manufacturing Average Size: Transportahon and Communicalions Average Size: Wholesale Trade Average Size Ret.'3ilTrade Average S lZe F Ina n ce, I ns u r ance a nd R ea I Es 1iltl~ AverageSiZeServoces Average Size Public Administration AverageSizeUnclassdied Employees.Agricultural,Forestry, Fishing {SIC 01-09) Employees MiningISICHI.14) Employees, Construclion ISIC 15-17) Employees, ManufacturinglSIC 20-391 Employees Transpoo1ation and Communications (SIC 40.49) Empioyees, Wholesale Trade (SIC 50-51) Employees, Retail Trade (SIC 52.59) Employees, FinarlCe, Insuanceand Real Estate (SIC 60.691 Employees,Services(SIC70.B9) Employees, Public Administrabon ISIC 90-98) Employees, Unclassified {SIC 99) Eslablishments, Agricullural. Forestry. Fishing ISIC 01-09) Establ,Shments, Mining {SIC 10-141 Eslablishments, Construct,on(SIC 15-17) Establishments Manulactunng (SIC 20-39) Establishments Trans a~d Communicall(lns (SIC 40-49) EstabliShments Wholesale Trade ISIC 50-51) Establishments Retail Trade (StC 52-59) Establishments Finance Ins And ReaIEst~te!SIC60-691 Establishments ServicesISIC70.B9) Establishments PubhcAdministrationlSIC9ll-9Bi Establishments Unclassdled ISIC 99) Employees Building Materials HarlM'are andGarde~ Employees General Merchandise Stores Employees Food Markets Employees ConvenienceSlores Employees Other FoodSlores Employees: Auto Dealers and GasSL3hons Employees: Clothing Stores Emptoyees Furniture Stores Employees Home Furnish'ngs Employees Etectronics and computer Stores Employees MusicSlores Employees Restaurants EmpjoyeesDtherFoodService Employees Bars Employees OrugStores EmplOyees LiQuorStores 120640 1-'1575 69,980 1:1,729 14,853 3.711 4,222 11.6011 21627 23f1 49,151 " 2,227 16.529 628 4.416 10.98n 5,55:1 1,941) 3,67~, },202 BlItl :\1 837 17 7.9'1 7.44 1262 7.44 1134 566 799 1346 307 2507 FJ 13461 2.831 3.408 3,776 28,688 12.1:J5 45,011 7260 1.49:1 322 q 1570 277 m 515 2,590 1,840 5,285 2.15 5:,6 2,660 2.317 3,243 213 528 2.484 1,651 7~7 734 660 50 8,676 904 1'3 6(J4 68 Employees: Specia~ySjores Employees: Catalogaod Direct Sales Employees: Baoks aoo Fioanciallnstitulions Employees Insurance Carriers Employees Insurance Agents and Brokers Employees Real Estate Empjoyees Hotels and lodging Employees: Dry Cleaning and laurldry Employees: Beauty and BarberShops Employees: Other Personal Service Employees Advertising Employees CompulerSe[V,ces Employees Other Business Services Employees Au1oRepairl5ervices Employees Miscellaneous Repair Services Employees Motion Pictures Employees Enlerta'nmentaooRecreationServ,ces Employees Hea"h and Medical S"rvices Empioyees Hospitals Employees Le{lalServices Employees Primary ano Seccmdary Educallon Employees Colle{les and Unlvers,ties Employees Oll1e' Education and I.,bfarres EmDloyees SociatServices EmDloyees Child Care Services Emplo\'pes Museums aod Zoos Employees' MembershiDOrganizations Empioyees Proless,onalServlces Employees Governmenl Emptoyees Unclassified Establishments Es1abllshments Buildi~g Materials, Hafdware and Gardcn ESlabllShments Genefal MerChandise Stores Establishments Food MarKets Eslabllshments Convenience Stores ESlablls~menls Olher Food Stores Establishments: Auto Dealers ,md Gas Stations Establishments ClotlllngStores Establishments FurniturcStores Establishments Home FurniSh'ngs Establ,shments ElectronicsarrdCon'Dute,SlOres Establishments Mus,cSlOres Establishments Restaufams Establ,shmenls Other FooaService ESlabliShmenls:Bals Eslablishments DrugStore', Establishments' LiQuOIStores Eslablishments Spec'allyStores Establishments Calaiog and Oired Sales Establishments Banks and Financial Instilu1ions ESTablishments InsuranceCarrie~s Establishments Insurance Agents and Brokers Establishments RealEstate Establls~1l1)ents HotelS and Lodging EstabliShments Dry Cleaning and Laundry Establishments Beautyano BarbelS~ops Establ,shmenls OIl,erPersonalService ESlabl,sl,ments Advertising ESlabl,sr,mel1ts ComDutefServices EsrabliShments OlherBuslnessServices ESlat,list,menls Auto RepairlServices E:srabliShments MiscellaneousRepai,Service, Establishments'MOlionPictures Eslablishments Entenainme~1 and RecreationServ,ces Establishments Health and MedwalServlces Eslabbshments.Hospitals Establrshments le9alServices Estabhsl1ments Primarya~dSecondaryEducalion Establ'sllments Colleges and UniverSities Establ,shments OtherEducationanoLibrarles EstabliShments Child Care Services Establishments Museums and Zoos Establisllments,Membersh,pOrgaolzations Establishmeots'ProlessionaISer,ices ESlabllsl,ments:Government Establishments: Unclassified ESlablishments Source: I-Site Census-based Demographics Package; Data Retrieved: 3-25-09 ..~~ Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 _..--.__.'~'--'~' - ,_._~.,~...._.,_ r ..... ....'_ ,.. ...__._.~,.."._- 2,892 "' 3,860 243 1,059 6,973 2,088 5"' 1.452 729 382 366 3,175 1,195 397 325 4908 5953 9,516 1,697 3,715 279 274 2,541 496 52 1.732 3.247 7,260 1.493 '" 58 53 39 84 "3 267 >40 '40 76 '6 ,.. WO " '6 " '" " 566 54 209 9" 64 W2 354 222 " 96 750 3'0 '" 45 296 1,060 155 389 53 o 55 57 9 273 620 255 536 23 --".- Appendix #3 - Bureau of Labor Statistics - QCEW Data (Collier County) Total Em lovment , , Indust Title 2001 2002 2003 2004 2005 2006 2007 200~ . ., - Construction 14.284 14.255 14,263 16,127 19.724 23.343 18,765 14.508 Education and Health Services 17,076 18,148 18,829 18,713 19.803 20.341 21,654 21,665 - - -,--" --_.~- Financial Activities 6.055 6,343 6,485 6784 7_541 7.936 7,953 7,153 Information 1,706 1,687 1,683 1814 1,796 1,835 1.764 1.764 Leisure and HOSPitality 17,300 18.257 18.814 19,934 21,840 22.151 23,233 23,160 Manutaclurin 2,908 2,798 2.620 2,812 3226 3.261 3,223 2,873 Natural Resources and Mminn 7,043 7,190 6.714 6.719 6,368 5,593 5,861 5.419 I Other Services 4.706 4.603 5,233 , , 4.561 4,814 , 4,890 4,850 4,919 Professional and BUSiness Services 12.493 13.364 , 14,171 15,374 14.446 15,036 14,171 14,212 Public Administration 4,666 5,008 5,204 5.441 5.492 5.746 6,058 5,919 Trade, Transportation, and Utilities 22,031 22432 22,137 22.750 24,015 , 24,633 24,297 23.335 ~ ..._-_..._-,'---._.....j.~-- ; Unclassified 118 202 126 145 , 183 213 130 134 Grand Total , 110241 114.498 i 115,752 121216 129,324 134,938 132,028 125,375 ! ~ -~_._-- -- --i----j ..--_... -',-- ....-..".-.- -- % Chan , i AVG . , , , 2007-200802 2003-2004 , 2004-2005 , Channe lndust Title 2001-2002 2002-2003 , , 2005-2006 2006-2007 , Construction -0.20% 0,06% 1307% 2230% 1835% 19,61% -22,69% 1,61% Education and Health Services ; 375% , -062% 582'\'; 645% 005010 3.49% 628% , 272% Financial Activities 4,76% 224"1<- ! 4610/0 1-:16%, 5,24% 0.21'/" -1006% 2.59% ----. - , Information -111'1;, -024% 778% , -099% 217% -387% 000% 0.53% , leisure and Hospitalitv 553% 305% 595'!, , 956';{ 1.42% 488% , o 310ft) 4.30% Manufactunnq , -378% -6,36'j,; 733'';;, 0472% 108% -1,17% -1086% 0.14% _____"__"__'"'_4''''' , , .--.,,- ---------- ----- -.--.-......-... , 6.62% I , Natural Resources and Minln , 209'1" 007%, -522% -12_17% 479% -7,54% -3.51% - Other Services 555% '. ' -219% 0-"4'/0 082% , 142% 638% 2.05% -2,24;<> ' , , , , ProfeSSional and Busmess Services 6,97% 604"1" 8.4gek , .604% 4,08% -575% 0,29% 2.01% -_._-_._.----_._._~ i ---- -- Public Administration 7,33% 391% 455% 094% 4,62% 5.43% -229% 3.50% I Trade, Transportation_ and Utilities 182% , -1.32% 2.77% 5,56"k 257O/,: -136% -3,96% 0.87% , I , , .37_62% i , Unclassified 7119'Yc 1508"/0 2621%, 1639% -3897% 308% 7.91% , , 1.10% I I Grand Total 3.86% 4.72% : 6.69% 4.34% , -2.16% -5.04% 1.93% Source, Bureau of Labor Statistics - OCEW Collier County 2001-2008 - Data Retrieved 4-09-09 Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs AnalYSIS - Updated 10-15-09 24 Appendix #4 - Use of the Allocation Ratio (See Memorandum on Following Page) ~ Golden Gate Parkway Mixed Use Subdistrict Commercial Office Needs Analysis - Updated 10-15-09 25 .~~~~ ".~~.-^,- ""-'___'_~_.___ v, "..-..... -_._~._,....'--' '....'.....-."----. -' FISHKIND & ASSOCIATES ~ ~ ~ ~ .. ~. L ~ L L MEMORANDUM ~~-------~-~-----------_._----- - --------------------------------------- TO: Mr. Mark Strain Chairman Collier County Planning Commission FROM: G. Russell Weyer Senior Associate SUBJECT: Explanation of 2.0 allocation ratio DATE: October 2,2008 VIA: E-Mail ---------------------------------------------------------------------- At your request, the following is an explanation of the 2.0 allocation ratio used in the data and analysis reports we provide to the County during Comprehensive Plan land use changes. The explanation begins with the data and analysis requirements in Rule 9J-5 (2). The rule states the following (with our emphasis added): "(2) Data and Analyses Requirements. (a) All goals, objectives, policies, standards, findings and conclusions within the comprehensive plan and its support documents, and within plan amendments and their support documents, shall be based upon relevant and appropriate data and the analyses applicable to each element. To be based on data means to react to it in an appropriate way and to the extent necessary indicated by the data available on that particular subject at the time of adoption of the plan or plan amendment at issue. Data or summaries thereof shall not be subject to the compliance review process. However, the Department will review each comprehensive plan for the purpose of determining whether the plan is based on the data and analyses described in this chapter and whether the data were collected and applied in a professionally acceptable manner. All tables, charts, graphs, maps, figures and data sources, and their limitations, shall be clearly described where such data occur in the above documents, Local governments are encouraged to use graphics and other techniques for making support information more readily useable by the public. 1 .. (b) This chapter shall not be construed to require original data collection by local government; however, local governments are encouraged to utilize any original data necessary to update or refine the local government comprehensive plan data base so long as methodologies are professionally accepted, (c) Data are to be taken from professionally accepted existing sources, such as the United States Census, State Data Center, State University System of Florida, regional planning councils, water management districts, or existing technical studies. The data used shall be the best available existing data, unless the local government desires original data or special studies, Where data augmentation, updates, or special studies or surveys are deemed necessary by local government, appropriate methodologies shall be clearly described or referenced and shall meet professionally accepted standards for such methodologies. Among the sources available to local governments are those identified in "The Guide to Local Comprehensive Planning Data Sources" published by the Department in 1989. Among the sources of data for preliminary identification of wetland locations are the National Wetland Inventory Maps prepared by the U.S. Fish and Wildlife Service. (d) Primary data sources such as United States Census reports, other government data documents, local computerized data, and original map sheets used to compile required maps need not be printed in their entirety within either the support documents or the comprehensive plan. Summaries of support documents shall be submitted to the Department along with the comprehensive plan at the time of compliance review to aid in the Department's determination of compliance and consistency. As a local alternative to providing data and analyses summaries, complete data and analyses sufficient to support the comprehensive plan may be submitted to the Department at the time of compliance review. The Department may require submission of the complete or more detailed data or analyses during its compliance review if, in the opinion of the Department, the summaries are insufficient to determine compliance or consistency of the plan. (e) The comprehensive plan shall be based on resident and seasonal population estimates and projections. Resident and seasonal population estimates and projections shall be either those provided by the University of Florida, Bureau of Economic and Business Research, those provided by the Executive Office of the Governor, or shall be generated by the local government. If the local government chooses to base its plan on the figures provided by the University of Florida or the Executive Office of the Governor, medium range projections should be utilized, If the local government chooses to base its plan on either low or high range projections provided by the University of Florida or the Executive Office of the Governor, a detailed description of the rationale for such a choice shall be included with such projections." ..- A variety of studies are used when we undertake a needs analysis within the State of Florida. They are basically broken down into three categories depending on the type of land use being studied. They are residential needs analysis, commercial needs analysis and a peculiar needs analysis that economically does not fit the standard residential and commercial models. .- Our analysis has evolved over time with input primarily coming from County Staff with regard to the analysis at hand. In looking at comprehensive plan changes, we first must collect the data that goes into the analysis. That data includes population estimates, existing inventory, approved inventory and potential inventory. 2 ,-._---~ -- . "_.<w_,,' ," _ "~'~'_.__" ,,"'_ ._,-~~~--~;-.^-<--- " _._-._-,---,- With regard to population estimates, we generally try to use the population data that is used by the County when and where it is available. Our second source is the population data from the Bureau of Economic and Business Research (BEBR) at the University of Florida. Our third source is I-Site, Site Selection Software, produced by GeoVue, Inc. These estimates and projections are compiled by Applied Geographic Solutions, Inc. AGS uses historic Census data from 1970, 1980, 1990, and 2000; USPS and commercial source ZIP+4 level delivery statistics; Census Bureau population estimates and projections at varying levels of geographic detail; Internal Revenue Service statistics on tax filers and year-to-year migration; as well as the Census Bureaus Current Population Survey. The next required data set pertains to the particular land use we are analyzing. We primarily utilize the Collier County Property Appraiser data to determine the existing inventory of that particular land use, the approved inventory of that land use and finally all of the lands on the Future Land Use Map that have potential for that particular land use. We have also used data sources provided by Collier County staff such as the commercial inventory list and the planned unit development list. We then use a variety of models from retail demand gravity models to office employment demand models to determine the current and future demand for the land use type in the designated market area The future demand generally looks out to the Comprehensive Plan's horizon year, which is currently either 2030 or 2035 depending on the jurisdiction's comprehensive plan and growth management plan horizon year requirements. It is at this point of the analysis that has caused an anomaly in determining a true economic supply and demand result. On the supply side, it is relatively easy to determine the amount of existing and approved supply from the property appraiser data. The difficulty lies in the vacant non-approved potential lands. The staff has required us to take all of those lands that have a commercial or residential overlay on them and include them as supply by putting a floor area ratio figure to the acreage. The issue becomes apparent when all of the lands that are not in the existing or approved category are included in the particular land use analysis. By putting all of the potential lands in the supply category, the assumption is that all of that land would be developed as that particular land use and nothing else. For example in the case of the Airport-Corradi parcel, there were 117 potential commercial parcels totaling 270.68 acres in the 20 minute drive time market (Table 1 on the next page). Those parcels represent a potential of 1,469,723 square feet of office space, 3 ."-,, Table 1. Current Supply of Vacant, Potential, and Existing Commercial-Office Space in Project's Market Existi~ # of Parcels 340 Acres 457.97 Sauare Feet 2,549,138 Vacant # of Parcels 523 Acres 1092.59 S,guare Feet 6,075,006 Potential # of Parcels 117 Acres 270.68 ~are Feet' 1,469,723 Total # of Parcels 980 Acres 1821.24 L2g,uare Feet 10,093,867 Source: Collier County Property Appraiser *Assumed 5,430 square feet per acre based on market average - There are a number of flaws in the representation of total capacity (supply) which suggest a greater number of acres be designated in the Comprehensive Plan than would be indicated simply by an analysis of forecast demand. First, all of those vacant approved parcels and parcels designated by the Future Land Use Map ("FLUM") as having the potential to be developed as office, in reality, also have the potential to be retail space or some other commercial use. The same parcels are also counted as competing supply when a commercial needs analysis is performed for another commercial use, To include these lands in both retail and office analyses would be double counting the supply. These lands will actually be developed as the market demand dictates, with some lands used for office and the remainder for retail and other permissible uses. A general economic principal states that all markets are efficient and that supply for the most part is generated as demand dictates. It is a rare situation where supply generates demand. .~-- Second, though the lands in question are designated with a FLUM category, this does not mean that 100% of these lands are developable. Within these lands there may be wetland areas, conservation areas, water bodies, incompatible adjacent uses, policy setback requirements, drainage. and road requirements and infrastructure or access constraints, As a result of these and other myriad conditions, the maximum density/intensity of lands designated through the FLUM does not represent the holding capacity of these lands. Typically, development thresholds are found to be from 50% to 75% of maximum allowable density due to the physical characteristics of the land. 4 ,_._~- _..~~,.~.... ---.. ,-_.~- ".,' ,-------,---,<-~-~ Third, while lands are designated with a FLUM land use, there is no requirement they be used at allover the planning horizon, Many properties are held in land bank trusts, held by absentee owners, held in estate transfer litigation or held in family ownership with no intent or desire to use or sell the land. Florida and Collier County in particular have very large tracts of land held in long term family trusts where lands are not developed or are purposefully held off the market. In these and other similar instances, a land use designation on the FLUM does not assure the capacity allocated to these lands will be available to accommodate future growth within the planning horizon of the Comprehensive Plan. Fourth, even if all the lands designated were developable and available it would be inappropriate to limit supply to exactly the level of forecast demand, represented by a ratio of 1: 1 where there is one acre of land supply allocated for every acre of land demand identified. Doing so would limit choices, limit market flexibility and constrain the market. Constraining supply will drive prices artificially high and decrease the attractiveness of the market due to price. For example in choosing a new home one does not typically look at only one house in the selection process. The selection process may involve multiple properties, perhaps a dozen or more. So too for commercial land investments, choice and flexibility are required in the selection process. Fifth, the supply of land is determined and allocated such that it will accommodate the forecast demand. The forecast demand is most often based on population forecasts provided by the University of Florida Bureau of Business and Economic Research (BEBR). Research has shown the BEBR forecasts to be highly accurate in locations where the local economic structure does not change substantially over time, In locations where structural change does occur, the error rate for BEBR medium forecasts can be from 30% to more than 100% too low in terms of forecasting population levels over a 25 year forecast period. Rapidly growing locations, locations which benefit from major highway or interstate expansions, locations which benefit from enhanced airport facilities and locations which benefit from major employer locations are all examples of conditions which represent structural change and tend to result in faster population growth than is forecast in the BEBR projections. Collier County is subject to these structural change forces, and as such, it can be expected that BEBR forecasts will have a comparatively higher degree of error than in other locations across the State. This supports the need for additional flexibility in the allocation of developable land to accommodate a higher probability of population forecast error. Table 2 on the next page documents the analysis of forecast error findings. 5 ,- Table 2. Comparison of Long-Term Population Projections. -'--,"'~--""-'-' ,-,- -.-., ~,~..,_.._~._.- ~-_._._.-._~,~.- ~-_._~._- 1975 BEBR Year 2000 ~ections for 2000 Actual Variance Flagler 21,700 49,832 -129.6% 81. Johns 71,000 123,135 -73.4% Lake 143,300 210,527 -46.9% Marion 191,000 258,916 -35.6% SI. Lucie 149,800 192,695 -28.6% -,- ---- -- DeSoto 36,700 32,209 12.2% Highlands 81,400 87,366 -7.3% Polk 471,300 483,924 -2.7% Pasco 343,600 344,768 -0.3% - -- -- .---. -------- Counties with Shift Total 576,800 835,105 -44.8% Counties without Shift Total 933,000 948,267 -1.6% ----.,.., ._.,_..~~~..,~...,.,_.,..,~..__.,,~..,--~-,.~_.~._~....,.,.,-_.'-~----~~'- - ~--,,-, ,-~" Source Projections of Florida Population Bulletin 33, June 1975, U. FL and US Census 2000 Counties with Structural Shift -- Counties without Structural Shift These conditions have been well documented and supported in administrative hearings. In the course of the evolution of Florida's comprehensive planning process, allocation of land in the FLUM often exceeds the 1:1 ratio In general, the allocation ratio of between 2,0 and 2,5 has been determined to be a reasonable level, has been supported in administrative legal hearings and has been implicitly adopted in comprehensive plans across the State. .-.. To account for the conditions described above, comprehensive plan FLUMs typically represent an allocation of acres for land use by category in excess of a 1: 1 allocation ratio, The allocation ratio measures the amount of additional acreage required in relation to the directly utilized acreage over the course of development in the jurisdiction to assure proper market functioning in the sale, usage and allocation of land. For the reasons discussed, the additional acreage is required in order to maintain market level pricing, to account for the likelihood that certain lands will not be placed on the market for sale during the forecast horizon, and that the property will develop at historic average densities, not maximum allowable densities, or may be subject to future environmental or other constraints. Thus, the lands allocated in the FLUM should be considerably greater than those that will actually be used or developed, - As a result of these discussions, analyses and rulings, growth management practices have evolved such that the greater the time horizon of the comprehensive plan, the greater the allocation ratio needed to maintain flexibility of the comprehensive plan, Other factors that influence the residential acreage allocation ratio are the nature and speed of the developing area and the area's general exposure to growth trends in the market as shown in the discussion regarding population forecasts and structural change. Fishkind believes that to ensure proper flexibility in the comprehensive plan of a rapidly growing county like Collier, a commercial allocation ratio in the range of 2.0 is necessary to maintain planning flexibility and to account for the multiple sets of conditions which might otherwise restrict land usage, 6 , ....... . - _........... ,'."",.-....--',-. - --- - .. ," ----~. ..~ _. , ,. , , Although the allocation ratio figure has fluctuated over time depending on who is reviewing the amendment at the state level, Fishkind's recent experience with the Florida Department of Community Affairs indicates that the DCA has seen and approved allocation ratios in the 1.8 to 2.4 range and in some cases even larger allocation ratios for longer forecast horizons. Otherwise, if allocation ratios are not used in the analysis, the likely outcome is the Comprehensive Plan will fail to adequately accommodate growth resulting in higher than normal land prices, constrained economic development and a less efficient pattern of growth which results from market inflexibility due to lack of investment choices. 7 -~. FISHKIND & ASSOCIATES ~ lL. ~. ~ ......~ ..... k.. ~ MEMORANDUM ---------------------------------------------------------------------- TO: Mr. Mark Strain Chairman Collier County Planning Commission FROM: G, Russell Weyer Senior Associate SUBJECT: Examples of 2.0 Allocation Ratio Acceptance DATE: October 2,2008 .. VIA: E-Mail ----------------------------------------------------------------------- Mark, You have asked for specific examples where the Allocation Ratio measurement has been used elsewhere. Here is one example of a legal case and two other examples in Florida where is has been approved and accepted by both the local jurisdiction and in some cases the Department of Community Affairs. Panhandle Citizens Coalition Inc. versus Department of Community Affairs In the matter Panhandle Citizens Coalition Inc. (PCC) vs, Department of Community Affairs (DCA), a petition was filed by PCC to challenge DCA's finding that the West Bay Detailed Specific Area Plan (WB DSAP) was in compliance as an amendment to the County Comprehensive Plan. The findings of fact in this case include item #92 which reads: - "In addition to projecting population growth and assessing capacity to accommodate growth an allocation needs ratio (or multiplier) is necessary to ensure housing affordability and variety in the market; otherwise, the supply and demand relationship is too tight, which may cause a rapid escalation of housing prices. Because the farther in time a local government projects growth, the less accurate those projections tend to be, actual need is multiplied by an allocation needs ratio to produce an additional increment of residential land to accommodate this potential error." 1 ,.-.--- - . .. . _._---_."'~- .,- ,--,,--_.,,-,~.. "'_.. -" -.." _._..,-~,-._- .... Finding #93 states: "Small Counties that experience above-normal growth rates may use allocation ratios as high as three more in order to realistically allocate sufficient buildable land for future growth. The County's allocation ratio of 2.2 before the WB DSAP and FLUM amendments was low from a long term forecasting perspective. When the WB DSAP amendments are factored into the allocation ratio, such growth would raise the allocation ratio to 2.3, which is still relatively low.'. Further, in finding #94 it is stated: "A land use plan should allow for sufficient inventory to accommodate demand and to provide some choice in order to react to economic factors" The Administrative Law Judge found the proposed land use amendments in compliance with section 1633184 (1) (b) in part because the demonstration of need with respect to the allocation ratio indicated the allocation ratio of 2.3 was too low to properly accommodate projected future growth over the planning horizon. Acceptance of 2.0 Allocation Ratio in the case of Newberrv Villa~e Retail in Alachua County Newberry Village is a development of approximately 250,000 square feet of retail space in unincorporated Alachua County. A comprehensive plan change was required to allow for this use in the County. The applicant performed a commercial needs analysis as a requirement for their data and analysis portion of their application, The analysis is attached as Exhibit A. The Florida Department of Community Affairs found the plan amendment compliant with no requests for further data analysis. We have attached the notification of compliance as Exhibit B. City of Leesburq, Florida implicit Allocation Ratio The City of Leesburg, Florida has an adopted comprehensive plan where the implicit residential allocation ratio of 2.5 is embedded in the plan. The estimated land requirement projections are found in the approved 2003 Housing Element of the Leesburg Comprehensive Plan on page 111-17. The Housing Element of the Leesburg Comprehensive Plan indicates an allocation ratio of 2.5 in the following passage: "Based on figures provided by the Shimberg Center for Affordable Housing, a total of 8,295 dwelling units will be needed to serve the household population of the City by year 2010"".,the City will be able to accommodate approximately 13,292 additional units, for a total of 21,031 residential units by 2010." 2 ,"-. Given the 2010 demand for 8,295 units and 21,031 unit capacity, the empirical allocation ratio found is 2.5 in the current and approved 2003 Leesburg Comprehensive Plan Housing Element. Allocation Ratios of other Florida Counties with updated Comprehensive Plans Allocation ratios are not only used in analyzing commercial comprehensive plan amendment changes, The ratios are also used in analyzing residential comprehensive plan amendment changes as noted here and in the City of Leesburg, Florida above. In reviewing a number of needs analysis reports submitted for residential comprehensive plan amendment changes around the state, Fishkind has discovered that there are number of counties across the state that have substantial allocation ratios that are embedded in their comprehensive plans. Fishkind has analyzed allocation ratios in counties across the state with recently updated comprehensive plans that have been approved by the Department of Community Affairs. As shown in Table 5.6.1, the future land use maps of these counties contain allocation ratios that are consistent with those suggested by Fishkind, Table 5.6.1. Allocation Ratios in other Florida Counties _, __",_'__'_' ~._,.__~.___ .,..... ~.. .. ,.......'" ".-. ... .__._..,...~.__.~.._".__~"._".____~_"___'_~'~.~~___'_'''''...,,___.___4 County Hendry SI. Johns Nassau Martin Indian River _~ _ "'~__"~"_"___"'_"_'_~"__'~'_" .,.._ ~~ "~~~_,"_,'W"____~ Source: Fishkind and Associates, Inc. Allocation Ratio 5.38 3.08 4.54 3.92 4.62 Forecast Horizon (years) 15 15 15 15 20 ,_....__....._,_.. '''.___..~.. .._. _~___n.._._', __~~_..., ~_." ..._..,. ~.~...__.., .... The counties noted above have incorporated significant allocation ratios into their comprehensive plans to adequately accommodate growth and limit higher than normal land prices, constrained economic development and less efficient patterns of growth which result from market inflexibility due to lack of investment choices. 3 . . -_..-" --'_......."-,"-~ . -", , EXHIBIT A Newberry Village Retail Needs Analysis ,__n_ Newberry Village Retail Needs Analysis ,,-~. Prepared For: NewUrban WORKS Development Prepared By: Fishkind & Associates, Inc. 12501 Corporate Blvd. Orlando, Florida 32817 (407) 382-3256 October 25, 2005 ,~-- ._- --- " ., ..... ",_,,",'"''''m'~_,_''''' ,., ,u...,_ ,.,."" " .........~...._,. Table Of Contents Section Title Page 1.0 Introduction. ..... .... ..... ...... .... ....................... .......... .............. 1 2.0 Current market Conditions..................................................... 2 3.0 Community-Type Retail Allocation Ratio................................ 3 4.0 Need for Additional Community-Type Retail Zoning ......... 3 5.0 Conclusion.. .... ................ .... ............ ............. ....... ................ 4 Appendix 1 - Existing Competitive Supply Appendix 2 - Vacant Future Supply Appendix 3 - 20 Minute Drive Time Demographics II '-". p.'-- "~-- '~'_.-- ,. Newberry Village - Retail Needs Analysis 1.0 Introduction 1.1 Purpose This report analyzes the need to amend the Alachua County Comprehensive Land Use Plan for the proposed Newberry Village development. The development program calls for development of approximately 250,000 square feet of retail space in unincorporated Alachua County. 1.2 Overview of needs analysis In the context of amending the adopted Comprehensive Land Use Plan for Alachua County the applicant must demonstrate the need to amend the plan. Typically, this takes the form of a comparison of: . The supply of existing land currently planned for retail uses . The demand for retail lands based on market conditions The applicant must determine whether there is sufficient supply of retail land in the Plan to accommodate future retail space demand. The analysis was conducted based on a 20 minute drive time market area surrounding the project site, comparing demand and supply, both existing and future, within the project market area. The retail market study further considered both demand and supply for community-type retail space only. Figure 1 shows the 20 minute drive time market area Fi ure 1 - 20 Minute Drive Time Market Area , , ,...".., ..~.. .. ... . . . , Page 1 of 8 " .. .. .-.-.".'"'.''''' ~"'''---'---'.,'''''" ..."."...-- --,-~,,>....._.~,,~ -".-., .._--"., . ".-'--,- - Newberry Village - Retail Needs Analysis 2.0 Current Market Conditions 2.1 Existing Supply The community-type retail supply in the market was determined using the US Shopping Center directory, listing community type retail centers in Alachua County. Based on a gravity model of retail shopping patterns, calibrated for local market conditions, Fishkind & Associates, Inc. determined the effective competitive retail square footage surrounding the site, applicable to the subject location. Of 1.6 million square feet of community type retail space within 20 minutes of the site, Fishkind determined 1.3 million square feet of this existing supply directly competes with community type retail space at the subject site. Appendix 1 lists the existing competitive community-type shopping centers within 20 a minute drive time of the site, the square feet associated with each center, and its competitive characteristics based on the market conditions. 2.2 Future Supply To determine future supply, Fishkind & Associates, Inc. examined all vacant commercial parcels within the 20 minute market area. Vacant commercial parcels as designated by the Property Appraiser were then checked for current zoning. Parcels with current zoning of Business (BR), highway oriented business (BH), and Automotive (BA) were determined to represent competitive vacant supply. The analysis showed there are 38 vacant parcels meeting the criteria for future competitive supply. The criteria include, vacant parcels having the required zoning, and of sufficient size to accommodate community-type retail space, meaning parcels generally greater than 10 acres and less than 30 acres in size Parcels with proper zoning in excess of 30 acres were excluded, as these more appropriately accommodate regional-type retail demand. Parcels with proper zoning under 10 acres were excluded as these more appropriately accommodate neighborhood-type retail demand. Numerous parcels under 10 acres were also included in the analysis as these are parcels with adjacency allowing combined parcel sizes of approximately 10 acres or greater. The sum total of competitive sites is 215 acres. An additional 57.7 acres were added to the supply based on further planning analysis of properties which appear to qualify for community type capacity. The vacant competitive supply is 272.7 acres. At .18 FAR this translates to potential future community-type retail supply of 2.1 million square feet, within the Newberry Village market area. The combined existing competitive supply plus future supply equals 3.4 million FlSH""" Page 2 of 8 ";' . . . . , . Newberry Village - Retail Needs Analysis .,-- square feet of Community-type retail space capacity in the Newberry Village market area, through year 2020. Appendix 2 shows the list of parcels designated for future community type supply. No representations are made as to the availability for sale or whether there is owner intention to develop the vacant lands at any time in the future. Because there is no assurance as to whether these lands will be developed, a market flexibility factor (allocation ratio) must be included to assure proper supply over the long term. 2,3 Community-Type Retail Space Demand The market analysis shows there are 76,090 households within the 20 minute drive time surrounding the site, as of 2005 (see appendix 3). Average household income is $45,260. This generates community-type retail demand of 1.6 million square feet of space as of year 2005. Household growth to year 2020 is expected to raise market area households to 96,208 households and 2.0 million square feet of demand by year 2020. 3.0 Community-Type Retail Allocation Ratio The community-type retail allocation ratio in the Newberry Village market area is 1.7. This is determined by dividing the 3.4 million square feet of supply/capacity by the 2.0 million square feet of demand, through the planning horizon year of 2020, The addition of 250,000 square feet of retail space through the proposed Newberry Village retail land use change results in a marginal increase in the overall Plan allocation ratio from 1.7 to 1.8. Fishkind & Associates believes an allocation ratio of under 2,0 leaves insufficient flexibility to accommodate long term retail space needs. Table 1 shows the supply/demand calculation and resulting allocation ratio. Table 1- 2020 Summary Community Retail Market Conditions Vacant Community Retail Acres 272.7 Future Community SO FT. Supply 2,138,043 Existing Competitive Supply 1,266,947 TOTAL SUPPLY 3,404,990 Proposed Newberry Village 250,000 Total Demand 2,045,865 Community Commercial Allocation Ratio 1.8 - ......., ~ l " i "-".. " . Page 3 of 8 .",---,~-' , " ",'-'-".~--' ." ~,~. R_""~~"____"" -"-"'-'~----'--~- . ..-- ---,-' .. . Newberry Village - Retail Needs Analysis 4.0 Need for Additional Community-Type Retail Zoning With the revised allocation ratio so low in the Newberry Village market area, there is a need for additional retail capacity to be allocated for the long-term. 4.2 Acceptable Over-Allocation Ratio The Department of community Affairs has indicated an acceptable over- allocation rate for future land use planning purposes is 2.0. Many communities have considerably higher allocations for retail land uses. The Newberry Village market area has a current allocation ratio of 1.7. The addition of 250,000 square feet of community-type retail space in the proposed project will increase the allocation ratio to 1.8, leaving the market below 2.0 and only slightly above the original County allocation. 5.0 Conclusion Newberry Village has petitioned Alachua County to revise the Comprehensive Plan to allow the inclusion of 250,000 square feet of additional community-type retail space in the Newberry Village market area. The current analysis of available community-type retail lands indicates a need for additional retail acres in the market area by year 2020, in order to provide proper long range planning flexibility. This report concludes there is an under-allocation of available community-type retail lands in the Newberry Village market area The conversion of lands to retail uses will still provide the ability of the remainder of the site to reach 80% of the maximum residential density allowed under the existing zoning and land use. However, by including the mixed use component, needed additional retail capacity is provided while still achieving a high proportion of the maximum residential capacity. Based on this finding, there is justification to include the Newberry Village lands in the Future Land Use Map as inventory of future retail lands. """"" Page 4 of 8 .,.. .. . . . Newberry Village - Retail Needs Analysis APPENDIX 1 - Existing Competitive Supply SITE % CENTER NAME GLA DIST COMPETING SF COMPETING NEWBERRY SQUARE 180,524 0.63 98.01% 176,939 NEWBERRY CROSSING 111,010 1.37 95.68% 106,217 OAKS SQUARE 119,000 1.37 95.68% 113,862 OAKS MALL PLAZA 105,252 1.55 95.12% 100,111 TOWER CENTRE 165,000 192 93.95% 155,018 CENTRAL PLAZA 132,000 10.00 68.97% 91,043 GAINESVILLE SHOPPING CENTER 186,173 1008 68.73% 127,959 GAINESVILLE MALL 289,850 11.02 65.92% 191,077 - WAL-MART PLAZA 177,766 11.33 65.00% 115,552 WINN DIXIE MARKETPLACE PLAZA 139,337 11.67 64.00% 89,171 TOTAL 1,605,912 1,266,947 -.- Fl'''''' ~L)'.. ... .. . Page 5 of 8 - - -'~~<'.."-.~'<'-" -",~",".",,-- . "".... -.,-,~~.."._......,.._._..,~, ,. . .^,'_.."~--'- Newberry Village - Retail Needs Analysis OBJECTID 1 200 89 135 142 277 278 117 118 119 120 121 122 354 355 313 132 353 59 205 100 101 102 315 284 124 285 286 160 10 116 312 314 134 263 152 153 154 316 APPENDIX 2 - Future Vacant Supply ZONEDISTRI BH BP BH BH BR BR BR BR BR BR BR BR BR BR BH BH BR BH BH BH BH BH BR BH BR BA BA BR BR BR BR BH BH BH BH BH BH BR ZONEDEFIN Highway Oriented Business (BH) Business and Professional (BP) Highway Oriented Business (BH) Highway Oriented Business (BH) Business. Retail Sales, and Services (BR) Business. Retail Sales and Services (BR) Business, Retail Sales, and Services (BR) BUSiness, Retail Sales. and Services (BR) Business, Retail Sales, and Services (BR) Business, Retail Sales, and Services (BR) Business. Retail Sales, and Services (BR) Business. Retail Sales, and Services (SR) Business, Retail Sales and Services (BR) Business, Retail Sales. and Services (BR) Highway Oriented Business (BH) Highway Oriented Busmess (BHI Busmess, Retail Sales and Services (BR) Highway Oriented Busmess (BH) Highway Oriented Business iBH) Highway Oriented Business (BH) Highway Oriented Business (SH) Highway Oriented Business (BH) Busmess, Retail Sales, and Services (BR) Highway Oriented Busmess (BH) Business. Retail Sales and Services (BR) Automotive Oriented BUSiness (SA) Automotive Oriented Business (SA) Business, Retail Sales, and Services (BR) Business, Retail Sales and Services (BR) Busmess, Retail Sales, and Services (BR) Business, Retail Sales, and Services (BR) Highway Oriented Business {BH} Highway Oriented Business (SH) Highway Oriented Business (BH) Highway Oriented Busmess (BH) Highway Oriented Business (BH) Highway Oriented Business (BH) Business, Retail Sales, and Services (BR) PIN 06041-003-001 06041.002-005 06331-002-003 06800.028-000 04344-005~003 04344-005-005 04344-005-003 04344-009-000 04345-003-000 04345-004-000 04345-006-000 04345-010-000 04344-001-000 04345-006-000 04350-005-000 06038-022-000 04345-006-000 04344-001.000 06233-006-001 06331-002.003 06331-005-000 06331-006-000 04350.005-000 04345-006-000 04344-009-000 04344-001-000 04345-006-000 07251-017-000 06655-002-003 04344-009-000 04344-009-000 04350-005-000 06655-015-000 06656-002-008 06331.002-003 06331-005-000 06331.006.000 04350-005-000 CALCACRES 21.8 9.3 6.0 1.0 1.5 4.0 1.5 1.1 0.5 1.0 6.2 0.5 8.6 6.2 9.0 10.5 6.2 8.6 1.3 6.0 2.9 1.0 9.0 6.2 1.1 8.6 6.2 1.2 29.4 1.1 1.1 9.0 4.9 3.4 6.0 2.9 1.0 9.0 215.0 flSH(l~ Page 6 of 8 j", .,> . , SQFT O.OOOOOC O.OOOOOC 0.000000 0.000000 O.OOOOOC O.OOOOOC 0.000000 O.OOOOOC O.OOOOOC O.OOOOOC 0.000000 0.000000 O.OOOOOC O.OOOOOC O.OOOOOC 0.000000 0.000000 O.OOOOOC O.OOOOOC O.OOOOOC 0.000000 0.0 '0 O.OL. .JC O.OOOOOC 0.000000 0.000000 0.000000 O.OOOOOC O.OOOOOC O.OOOOOC 0.000000 0.000000 0.000000 0.000000 O.OOOOOC O.OOOOOC O.OOOOOC O.OOOOOC -- ._. .- _. " - Newberry Village - Retail Needs Analysis Appendix 3 - Newberry Village 20 Minute Drive Time Demographics """'''' . l . ~ ... .. . -' .., ., ,,_.._-"...., ~ ...... - " Page 7 of 8 Site Location: Lat: 29.661634 Lon: -82,430144 Prepared By: FISHKIND AND ASSOCIATES, INC. Page A-1 10125105 Household Trend Report SITE NAME Newberry Village - 20min TRADE AREA SIZE VALUE 'Yo Population Population (1990) 143.256 Population (2000) 172.121 Population (2005) 174.990 Population (2010) 177 '778 Pct Population Growth ('90-'00) 2015 Pet Population Growth ('00-'05) 167 Pct Population Growth ('05-'10) 159 Geographic Area Size 221 5974 Population Density (2005) 789 68 Daytime Marketplace (2005) Total Business Establishments 7406 Total Daytime Employment 112,110 Households Households (1990) 57054 Households (2000) 70015 Households (2005) 76090 Households (2010) 81,946 Married Couple Family With Children (2005) 11.417 150% Gender (2005) Male (2005) 85 523 48 9% Female (2005) 89,466 51 1 % Race & Ethnicity (2005) Race White (2005) 128.502 734% Race' Black (2005) 31825 182% Race Asian or Pacific Islander (2005) 7.914 45% Race: Other Race (2005) 3,122 18% Race: Two or More Races (2005) 3627 21% Ethnleity. HispaniC (2005) 11,907 68% Age Distribution (2005) Age 0-4 (2005) 9448 54% Age 5-9 (2005) 8564 49% Age 10-13 (2005) 7049 40% Age 14-17 (2005) 8.516 49% Age 18-24 (2005) 30,904 177% Age 25-34 (2005) 40.035 22.9% Age 35-44 (2005) 19.947 1140/0 Age 45-54 (2005) 19.857 113% Age 55-64 (2005) 13,756 7,9% Age 65-74 (2005) 8,384 48% Age 75-84 (2005) 5.839 33% Age 85+ (2005) 2.288 13% Traff.c Sethf"'lgs, Heavy, Trilvel Speed~ 3L15D,b5,LD,3C',40 Source: AGS Report Created with iSITE, Version: 2005.01,16 Site Location: Lat: 29.661634 Lon: -82.430144 Prepared By: FISHKIND AND ASSOCIATES, INC. Page A.2 10/25/05 .,~" Household Trend Report SITE NAME' TRADE AREA SIZE Newberry Village - 20min ,,~_. VALUE % Median Age Median Age (2005) 31.31 Median Household Income Median Household Income (1990) 24.711 Median Household Income (2000) 34,389 Median Household Income (2005) 37,442 Median Household Income (2010) 41,571 Per Capita Income Per Capita Income (1990) 12,221 Per Capita Income (2000) 17.795 Per Capita Income (2005) 20,389 Per Capita Income (2010) 23,469 Average Household Income Average Household Income (1990) 30.686 Average Household Income (2000) 43.960 Average Household Income (2005) 45,268 Average Household Income (2010) 49,184 Median Disposable Income Median Disposable Income (2005) 32,082 Aggregate Income Aggregate Income ($MM) (2005) 3.567.80 Income Distribution (2005) HH Inc. $ 0 - $ 15k (2005) 20,65727.1% HH Inc. $15 - $ 25k (2005) 10.641 14.0% HH Inc. $25 - $ 35k (2005) 8.865 117% HH Inc. $35 - $ 50k (2005) 10.143 13.3% HH Inc. $50 - $ 75k (2005) 10,976 14.4% HH Inc. $75 - $100k (2005) 6,092 8.0% HH Inc. $100k - $150 (2005) 5,471 7.2% HH Inc. $150 - $200k (2005) 1,608 2.1% HH Inc. $200K+ (2005) 1.637 2.2% Employment By Industry (2000) Employment Status' Total Labor Force 90,720 52.7% Employment Status: Employed 83,786 48.7% Industry: Agriculture (2000) 505 0.6% Industry: Mining (2000) 12 0.0% Industry: Construction (2000) 3.550 4.2% Industry: Manufacturing (2000) 2.804 3.3% Industry: Wholesale Trade (2000) 1,237 1.5% Industry. Retail Trade (2000) 9.348 11.2% Industry' Transport. and Warehousing (2000) 1,444 1.7% Industry: Utilities (2000) 714 0.9% Traffic Settings: Heavy, Travel Speeds: 30,50,65.20,30,40 ,,'~ Source: AGS Report Created with iSITE, Version: 2005.01.16 -_.._-<._---~ _.- _.~ .-...-_._..."~,^-",,, -_.__....'_.~."-' , ."----.__...__.,.........,=--~,-=--"'.....- .. ._--- Site Location: Lat: 29.661634 Lon: .82.430144 Prepared By: FISHKIND AND ASSOCIATES, INC. Page A.3 10/25105 Household Trend Report SITE NAME TRADE AREA SIZE Newberry Village - 20mi" TrafficSeltings Heavy. Travel Speeds: 30.50,65.20.30.40 VALUE % Employment By Industry (2000) Industry Information Services (2000) 2.640 3.2% Industry Finance and Insurance (2000) 3,076 37% Industry Real Estate (2000) 1.635 20% Industry Professional Services (2000) 4,721 56% Industry Management (2000) 16 0,0% Industry Admin Services And Waste Mgmnt (2000) 2.296 27% Industry. Educational Services (2000) 18,924 226% Industry. Health Care and Social AssIst. (2000) 13.505 161% Industry: Arts, Entertainment and Recreation (2000) 1.567 19% Industry' Food and Hospitality Services (2000) 7.821 93% Industry Other Services. except public (2000) 3,815 46% Industry. Public Admlnstration (2000) 4.156 5,0% Housing (2000) Housing Units (2000) 76.020 Housing Units, Occupied (2000) 70,015 921%. Housing Units, Vacant (2000) 6005 79% Housing Units, Owner-OccupIed (2000) 33.624 480% Housing Units Renter-Occupied (2000) 36391 520% Median Rent (2000) 441 Median Home Value (2000) 99.302 Consumer Expenditures (2005, $/HH) Total Consumer Expenditures (2005) 40,661 64 Total Retail Expenditures (2005) 17,70870 Educational Attainment (2000) Education: Less than 9th Grade (2000) 2,903 31% Education' Some High School (2000) 6492 70% Education: High School Graduates (2000) 15,973 172% Educa\lon Some College (2000) 17,634 190% I Education Associate's Degree (2000) 9039 97% ; I ; Education Bachelor's Degree (2000) 20A04 220% , I Education Graduate School (2000) 20408 220% I Population, Age 25+ (2000) 92852 539% ; Source: AGS Report Created with iSITE, Version: 2005.01.16 _. EXHIBIT B Newberry Village Retail Comprehensive Plan Amendment Florida Department of Community Affairs Notice of Compliance ....- ,~, . .~._..~ ---,,--- .-.......- _._,,' , ... '. " " -~.__._-_..- AK- STATE OF FLORIDA DEPARTMENT OF COMMUNITY AFFAIRS Dedicated to making Flof/da a better place to call home" CHARLIE CRIST THOMAS G PELHAM Se<::retaC"; Gc.,,,,rrCf lul\ cc. cllOk rhe Honorahle Rodn~\ 1. l_ong Chairman. Board of County C(lllllllissinners , \Ia~hua Countl , PO. Box c877 (jain~s\iIIe. FL 3 "602- "877 RE: Alachua County Adopted Amendment 08-R 1 [)~ar Chairman Long: fhc D~partm~nt has ~omplet~d its reI I~W Ill' th~ adopt~d Compr~hensi\~ Plan ,\m~ndment (()rdinan~e 'iumher 08-10: DC\ ,\m~ndm~nt 'lumbers 06-2 and 08-Rl) for .\Iaehua County. as adopted on .\ugust 17. C006 and June 10, C008. and determined that it meets th~ requirements of Chapter 163. Part II. Flonda Statutes, for eomplianc~, as detined in Suhsection 163.3184( Illb), Florida Statutes. The Department is issuing a Cumulati\e "iotice of Intent to find the plan amendment in compliance. The Cumulative "iotiee of Intent was sent to the (Juinesri//e Sun for publieation on July "3. 2008. The Department's cumulative notice of intent to lind a plan amendment in complianc~ shall he d~emed to be a tinal order ifno timety petition ~hallenging the amendment is tiled. Any aflected person may lile a petition with the agency within 21 days ancr the publication of the notice of intent pursuant lI) Section 163.3184(9). Florida Statutes. 'Jo development orders. or pennits lor a delelopment, dependent on the amendment may be issued or commence bef()re the plan amendment takes effect. Please be adl ised that Section 163.3184( 8)(cl2. Florida Statutes. requires a local government that has an internt't sit~ to post a copy of the Department's Notice of Int~nt on the site within') d'1\s an,'r r~e~ipt ofth~ mailed copy orthe agency's notice of intent. Pleas~ note Ihat a copy of th~ adopted Countl ('lI111preh~nsi\e Plan .\mendment. and the 'illtic~ of Intent must he ,1\ ailahle t(lr public inspection \londa\ Ihrllugh Iridal'. ~xcept I(lr legal h(llid:J:s. Jurin~ npnnal husincs<.; hnurs. ;11 the .\Iachua ('ount)- (iro\\th \.fanagt'rnent ()fficc. 10 S\V ~;Id \\\.:'TlllC. IhlrJ rlunr. (jaim.'s\ilk. ~'lnriJa_ :;:(lOl.(1::94 2555 SHUMARD OAK BOULEVA.RD . TALLA.HASSEE FL 32399-2100 J " ':.: i~ .~ " .< F;'; " ... ". .~ .... . ~ ::;) .~;:: ]' 1 ' . 'lie b s. I e , ,.. . CO"'MUNln- PlM,NI....G . HOUSING AND COMMUNiTY DEVELOP"'ENl , . ~"f ,'. " . <. The Honorable Rodnev .I. I.ong JulY 2~, 2008 Pal!e .: ~ .- If this in compliance determination is l'hallenged by an atTected person. ) ou will ha\e the l)ption of mediatilll1 pursuant to SubsectionI63.3189(3)(a). Florida Statutes. If \ou choose to allempt to resotle this mailer Ihwugh mediation, you must tile the request !()r mediation \\ ith the administrative la\\ judl!e assil!ned bv the lJivisil)n of Administrative Hearinl!s. The choice of . ~ - ~ - mediation \\ ill not atkct the right 01 an) pany to an administrative hearing. If you ha\e any questions. please contact Ana Richmond. Planner. at (850) 9~2-1794. Sincerely. J ) Il) J (', ) ^ / . (01U )- !-J..ftlL<. ~ Mike McDaniel Chiet: Of1ice of Comprehensive Planning "!\tar Enclosure: Notice of Intent cc: :VIr. SCOIl Koons. AICP. Executi\ e Director, North Central Florida RPC \Ir. Steven l.achnicht. AICP, Director ofGro\\th \Ianagement \-Ir. C. David Coffev . Mr. Bradley Stith ..,- ..-----,..--.--- ~-_.~-~._.- .-~-_. .. .~.__. ~ '"' STATE OF FLORIDA DEPARTMENT OF COMMU:-iITY AFFAIRS CUMULATIVE NOTICE OF INTENT TO FIND THE ALACHUA COUNTY COMPREHENSIVE PLAN "\,,\fENDMEl'.T AND REMEDIAL COMPREHENSIVE PLAN AMENDMENT(S) IN COMPLIANCE DOCKET NO 08-R 1-\i01-0 I 02-(A)-(1) TI1c Department ISSU~'S thIS cumulatIve notice of IOtent to find the Alachua Count\ Comprchcnsi\ e Plan Amendment adopted bv Ordinance No 06-26 on .\ugust 17.2006 and the remeJlal amendment(s) adopted bv Ordinance No. 08-10 on June IIJ, 201J8 IN COMPLIANCE. pursuant to Sections 1633184. ]633187 and 1633189. F S The adopted A]aehua Countv Comprehensive Plan Amendment and the Department's ObJectiOns, Recommendations, and Comments Report (if any). arc available for public inspection Monday through Fnday, except for legal holidays. dunng normal busmess hours, at the Alachua Counlv GrO\vth Management, 10 S.W 2nd Avenue, TIurd Floor, GamesviUe, Florida 32601-6294. Any affected person, as defined in Section 163.3184, FS, has a nght to petition for an adminis!rative hearing to challenge the proposed agency determination that the Remedial Amendments are In Compliance, as defined in SubsectIOn 163. 3184( I). FS The p~'tition must be filed within twenty-one (21) days after publication of this notice, and must include all of the informatIOn and contents de 'Scribed In Uniform Rule 28-106201. FA C The petitIOn must be filed WIth the Agency Clerk, Department ofCommuOl!Y Affairs, 2555 Shumard Oak Boulevard. Tallahassee, Florida 32399-2100 and a copy maIled or delivered to the local government FaIlure to timely file a petition shall constItute a \Valver of any nght to request an administrative proceeding as a pctltloner under Sections 120. .$69 and 120 57. F S. If a petItion IS filed. the purpose of the administrative heanng will be to present ev idence and testImony and fomard a recommended order to the Department. If no petItion IS filed, thIS Notice of Intent shall become final agency actIOn. If a petition IS filed, other affected persons may petition for leave to intervene in the proceeding A petItion for Intervention must be filed at least twenty (20) days before the final heanng and must include all of the informatIOn and contents described in Umform Rule 28-106.205, FA C A petitIOn for leave to Intervene shall be filed at the DiviSIOn of Administrative Hearings, Department of Admimstration, 1230 Apalachcc Parkway, Tallahassee, Florida 32399-3060 Failurc to petItion to mtervene within the allowed time frame constllIJtes a Waiver of any right sueh a pcrson has to request a heanng under SectIOns ] 20 '\69 and 120 57. F S. or to participate In the admInistratIVe hearing. After an aLlministratlVe hcanng p~'1ition IS timely filed. mediatIOn IS available pursuant to Subsection 163 3 1 89(3)(a), F S, to any affected person "ho is made a party to the proceeding by filing that request "Ith the admlnlstrallVe law Judge asSIgned by the Di, ISlOn of Administrative f1eanngs. The choice of mediation shall not affect a party's right to an administratIVe hcanng 'j I /,1 2 1,""/) . () . -' L e 1:-1 L, . J ~..Ii..s-i'- ": ,'----" \lIke "leDamel, ChIef Dl\'ISlOn of Community Planning Dc:partmcnt nf Community AffaIrs 255$ Shumard Oak Boule\ard LllJah:L'iSL'C. Flonda 1.nIN-2IUO