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DSAC Backup 11/03/2010DEVELOPMENT SERVICES ADVISORY COMMITTEE MEETING BACKUP DOCUMENTS NOVEMBER 3, 2010 DEVELOPMENT SERVICES ADVISORY COMMITTEE AGENDA November 3, 2010 3:00 p.m. NOTICE: Conference Room 610 Persons wishing to speak on any Agenda item will receive up to three (3) minutes unless the Chairman adjusts the time. Speakers are required to fill out a "Speaker Request Form," list the topic they wish to address, and hand it to the Staff member seated at the table before the meeting begins. Please wait to be recognized by the Chairman, and speak into a microphone. State your name and affiliation before commenting. During discussion, Committee Members may direct questions to the speaker. Please silence cell phones and digital devices. There may not be a break in this meeting. Please leave the room to conduct any personal business. All parties participating in the public meeting are to observe Roberts Rules of Order, and wait to be recognized by the Chairman. Please speak one at a time and into the microphone so the Hearing Reporter can record all statements being made. I. Call to Order - Chairman II. Approval of Agenda III. Approval of Minutes from October 6, 2010 Meeting IV. Public Speakers V. Staff Announcements /Updates A. Public Utilities Division Update — Nathan Beals B. Fire Review Update — Bob Salvaggio C. Growth Management Division/Transportation Planning — Jay Ahmad D. Growth Management Division /Planning & Regulation Update — Jamie French VI. Old Business A. Flood Damage Prevention Ordinance [Robert Wiley] VII. New Business A. Water and Wastewater Impact Fee Studies [Tom Wides] B. Library, Government Buildings and Law Enforcement Impact Fees subcommittee update [Amy Patterson] VIII. Committee Member Comments IX. Adjourn Next Meeting Dates December 1, 2010 GMD Conference Room 610-3:00 pm January 5, 2011 GMD Conference Room 610 — 3:00 pm February 2, 2011 GMD Conference Room 610 — 3:00 pm March 2, 2011 GMD Conference Room 610 — 3:00 pm DEVELOPMENT SERVICES ADVISORY COMMITTEE AGENDA November 3, 2010 3:00 p.m. Conference Room 610 NOTICE: Persons wishing to speak on any Agenda item will receive up to three (3) minutes unless the Chairman adjusts the time. Speakers are required to fill out a "Speaker Request Form," list the topic they wish to address, and hand it to the Staff member seated at the table before the meeting begins. Please wait to be recognized by the Chairman, and speak into a microphone. State your name and affiliation before commenting. During discussion, Committee Members may direct questions to the speaker. Please silence cell phones and digital devices. There may not be a break in this meeting. Please leave the room to conduct any personal business. All parties participating in the public meeting are to observe Roberts Rules of Order, and wait to be recognized by the Chairman. Please speak one at a time and into the microphone so the Hearing Reporter can record all statements being made. Call to Order - Chairman II. Approval of Agenda III. Approval of Minutes from October 6, 2010 Meeting IV. Public Speakers V. Staff Announcements /Updates A. Public Utilities Division Update — Nathan Beals B. Fire Review Update — Bob Salvaggio C. Growth Management Division/Transportation Planning — Jay Ahmad D. Growth Management Division /Planning & Regulation Update — Jamie French VI. Old Business A. Flood Damage Prevention Ordinance [Robert Wiley] VII. New Business A. Water and Wastewater Impact Fee Studies [Tom Wides] B. Library, Government Buildings and Law Enforcement Impact Fees subcommittee update [Amy Patterson] VIII. Committee Member Comments IX. Adjourn Next Meeting Dates December 1, 2010 GMD Conference Room 610 —3:00 pm January 5, 2011 GMD Conference Room 610 — 3:00 pm February 2, 2011 GMD Conference Room 610 — 3:00 pm March 2, 2011 GMD Conference Room 610 — 3:00 pm October 6, 2010 MINUTES OF THE MEETING OF THE COLLIER COUNTY DEVELOPMENT SERVICES ADVISORY COMMITTEE Naples, Florida, October 6, 2010 LET IT BE REMEMBERED that the Collier County Development Services Advisory Committee, having conducted business herein, met on this date at 3:00 PM in REGULAR SESSION in Conference Room #610, Collier County Growth Management Division/Planning & Regulation, 2800 N. Horseshoe Drive, Naples, Florida, with the following Members present: CHAIRMAN: William Varian (Excused) Vice Chair: David Dunnavant Ray Allain James Boughton Clay Brooker Laura Spurgeon DeJohn Dalas Disney Marco Espinar (Excused) Blair Foley (Excused) Regan Henry George Hermanson David Hurst Reed Jarvi Robert Mulhere Mario Valle ALSO PRESENT: Nick Casalanguida, Deputy Administrator, GMD - Planning & Regulation Judy Puig, Operations Analyst - Staff Liaison Jay Ahmad, P.E.., Director - Transportation Engineering James French, Director - Operations & Regulatory Management Ed Riley, Fire Code Official - Fire Code Office Amy Patterson, Impact Fee and Economic Development Manager Nathan Beals, Project Manager - Public Utilities Stephen Lenberger, Senior Environmental Specialist October 6, 2010 I. Call to Order: Vice Chairman Dunnavant called the meeting to order at 3:05 PM and read the procedures to be followed during the meeting. II. Approval of Agenda: Chan,ye: Vice Chairman Dunnavant added the topic, Notice for Outstanding Advisory Committee Nomination Procedures, under Item VII as "C." James Boughton moved to approve the Agenda as amended. Second by George Hermanson. Carried unanimously, 9 -0. III. Approval of Minutes — September I, 2010 Meeting: Clay Brooker moved to approve the Minutes as presented. Second by Mario Valle. Carried unanimously, 9 -0. IV. Public Speakers: (None) V. Growth Management Division — Staff Announcements /Updates: A. Public Utilities Division Update: Nathan Beals, Project Manager • The Standards Committee has not met during the past two months due to lack of topics for discussion. o Meetings will be held at 3:00 PM (Note: time change) on the third Tuesday of each month in the Risk Management building • The Administrative Stay for Fire Requirements for RPZs /Metering remains in place. The Board of County Commissioners directed Public Utilities to return only once more with a recommendation. Mr. Beals will contact Judy Puig to schedule a Subcommittee meeting to be held prior to DSAC's November meeting. (Laura Spurgeon DeJohn arrived at 3:10 PM.) Reed Jarvi noted there was a dripping "relief valve" at the water main on the west side of Vanderbilt Drive, north of I I I`� at the first culvert crossing. Vice Chairman Dunnavant questioned the parameters and time frame of the BCC's directive stating a full Cost /Benefit Impact was requested and asked for a progress report. Mr. Beals stated a cost benefit and risk analysis was in progress. It was thought the analysis was to be brought back to the Board in November, but he reviewed the video recording and noted a specific date was not mentioned. Vice Chairman Dunnavant is aware of a document which states it was due at the end of October. fie stated a recommendation concerning the RPZ issue is to be presented first and then a separate presentation is to be made concerning the revenue /metering October 6, 2010 issue. He stated he did not think the BCC limited the number of presentations and urged scheduling the Subcommittee meeting as soon as possible. (Dalas Disney arrived at 3:12 PM.) Mr. Beals clarified there will be more than one Subcommittee meeting but only one presentation to the BCC. He will provide read -ahead materials at least one week in advance of DSAC's next meeting. B. Fire Review Update: Ed Riley, Fire Code Official — Fire Code Office • The Monthly Report was submitted in the Information Packet. • In August, a total of 697 reviews were conducted. • The initial Permit for the new Fire Code building was cancelled (with the cooperation of the City of Naples) • Will re -apply for a second Permit on October 8`h to save approximately $49,000 due to the reduction in Impact Fees for Roads • The funds were donated by the Industry C. Transportation Planning Division Update: Jay Ahmad, P.E., Director - Transportation Engineering • Public Meeting /Workshop will be held on October 7, 2010 to present the result of the Project Planning and Development Study for Intersection of 951 and 41 Mr. Ahmad provided the following background information: • DOT conducted its own PD &E Study but the focus was on US 41 and not the intersection. The Level of Service was projected to 2015. • Transportation Planning Division hired consultants because it was not satisfied with the DOT's Study. • TP's Study conclusions: • long -term goal — an overpass will best serve the needs of the area • short -term — build an "at -grade intersection" within the footprint of the anticipated future overpass o Level of Service was projected to 2035 An FPL Greenway is under construction o 12 -foot blacktop pathway will connect Radio to Rattlesnake o Distance: 3 miles Construction of Oilwell Road is proceeding on schedule o Six lanes on the east side between Ave Maria to Oilwell Grade Rd. • From Everglades to Immokalee, will be a four -lane road • Anticipated completion of the north side— December, 2010 Question. Is a traffic light scheduled for installation at the intersection of Orange Tree and Oilwell Road. Will residents be able to make a left turn? • Yes and yes. October 6, 2010 Mr. Ahmad stated the at -grade intersection will begin in 2013 and explained the process: • The County wants to re- evaluate the FDOT's recommendations • Public hearings /workshops will be held as required by the Federal government in order to change the preferred recommendations • Lanes will be added to the intersection • The right -of -way will be acquired • The overpass will be constructed at a future date when traffic volume dictates Bob Mulhere clarified the intersection has been efficiently designed to function now and accommodate the overpass when needed. D. Planning and Regulation Update: James French, Director — Operations and Regulatory Management Local artists donated photographs which are on display at the front end (Ray Allain arrived at 3:24 PM) Ceiling tiles have been replaced (from Fund 11 I budget) Installing an ATM machine (through the Tax Collector's office) Several single- family home applications have been submitted to the Building Department — very few commercial In response to a question concerning Mr. Riley's building permit with the City of Naples, Mr. French stated if a permit is in "apply" status (no inspections have been completed), it can be pulled and you may re- apply. There is a re- application fee to be paid. lie is working with the County Attorney's office, Gary Harrison, and Ed Riley to review the Florida Building Code and establish a cut -off date. Guaranteed time standards may raise concerns if there is a high volume of cancellations. There may be direction from the Board of County Commissioners on this issue. Suggestion: Add the topic of the process for Florida Specialties to a future Agenda. Jamie French stated a Site Development Plan application process is under development: • even if an SDP application is rejected, it can lead to a simultaneous review process. For example, as corrections /revisions are made to the SDP on the land -use side, the Building Department /Fire Review can begin. He explained the Florida Specialties project where the foot print of a pre -built structure was expanded to accommodate additional services. The process morphed into an alternative method of accepting plans on a fast -track basis. He cautioned a developer runs a risk because if the SDP can't be corrected or the structure is not built to the correct specifications or the plans have not been approved, whatever has been constructed may be torn down. Bob Mulhere's test -case project in Immokalee was described. There was a comprehensive conceptual Site Plan review with Staff and it was brought to the Board of County Commissioners for approval. The permit was issued and vertical October 6, 2010 construction began before the SDP was approved, but there were no critical flaws, and no ERP ( "Environmental Resources Permit ") issues, i.e., no listed species on the site no wetland issues. Modifications were made. The building process began in April and the structure will be C /O'd before November I". The process may be applicable in limited re- development opportunities for commercial sites and may impact future businesses. The County Manager asked for a review of the fast -track process and incentives. Mr. French noted the Board of County Commissioners formed the Economic Recovery Task Force (" ERTF "). The Chamber, former elected officials and the Sheriffs office are involved. The goal is to work with the real estate industry concerning vacant commercial properties to develop a GIS overlay to pinpoint available structures. The information will eventually be available on the website. Dalas Disney described his solid -waste recycling facility project and stated there were no specialty issues and it was fast - tracked. Documents were finished in seven weeks. The process was consolidated and permits are anticipated to be issued within a fifteen day cycle. Road Impact Fees [added Topic]: Nick Casalanguida, Deputy Administrator, GMD — Planning & Regulation • The Board of County Commissioners moved to adopt the Study update which recommended a 32% reduction in Phase I, effective October 8, 2010 • A 10% reduction will go forward as part of the Utilities component The Chamber of Commerce requested a 50% reduction and a lock -in for two years. The BCC Chairman directed special projects that bring jobs to the community ($1 +M) but may need some assistance to get the project up and running quickly to be brought before the BCC. It will consider deferral of fees. School Impact Fees: Mr. Casalanguida stated the Study will be brought to the BCC on October 12". Staff will recommend a review of the proposed 50% reduction for one year period with evaluation at the end of the term. The School Board recommended a two -year 50% reduction with a rate lock. A question was asked concerning hiring of a Building Manger. • A list of interview questions is being compiled. • A candidate will be selected by the end of the month and an offer will be extended. • There have been approximately 60 applicants for the position. It was noted the certified Building Official is separate from the Administrative Staff and not subject to influence, as required by the Florida Building Code. Vice Chairman Dunnavant noted the Minutes referenced the discussion of different issues relating to RPZs between Fire and Utilities. He asked for a status report. October 6, 2010 Ed Riley stated he received information which was forwarded to the Fire Marshalls for their review and comment. A meeting is scheduled for October 14`h to discuss the data concerning the 50 -psi issue. VI. Old Business: A. A -128 Requirements for Spot Surveys /Affidavits: Jamie French • The issue has been vetted in a form meeting with local licensed engineers • The Building Blocks is still in draft form and release may be pushed back to December if necessary There was a question concerning the difference between the certified plan to be prepared by a profession architect, land surveyor, or engineer (first paragraph under Building Permit Applications) and a stamped plan submitted to the County by an architect or engineer. Nick Casalanguida stated a spot survey can only be done by a surveyor. The point was to guarantee the drawings were done by a professional. A question was asked concerning the second sentence of the third paragraph under Building Permit Application ( "In lieu of ... ") and whether it established foot print or elevation of the structure. Nick Casalanguida clarified if there were no changes to the foot print, the Affidavit can be submitted. The first paragraph on Page 2 (third line) referenced a "stop work order." A question was asked concerning how to repair damages under a stop work order. Nick Casalanguida stated corrective action removes the stop work order, but no work is to be done until such time, which is current practice. There was a discussion concerning the intent of the affidavit and who should sign it. It was noted the second sentence of the Affidavit ( "Further, I affirm ... ") is an un- insurable statement and professionals will not accept it. Also noted, architects are not hired to perform research to verify the information provided on a previous survey. For example, was the structure legal at that time and is it still conforming to Code. It was suggested the owner should be the only person to sign the document. Suggested Changes: • New Title: Affidavit in lieu of Certified Plan (to be tiled with Permit) First sentence of Affidavit o Remove the phrase "in any way" after "modification" o Remove the word "legally" Second sentence: o Insert the phrase ", to the best of my knowledge, that' following "affirm" o Remove the word "all" Third sentence: o Remove the phrase "in any way" following "nonconformity" October 6, 2010 • Add a line underneath signature for identification: o Signed: (check one) Owner Contractor Design Professional (Regan Henry left at 4:10 PM) Nick Casalanguida suggested the entire second sentence is unnecessary and should be removed from the document. Consensus: Email the revised document to the members for their approval. If there are any objections, it will be brought back to the Committee in November. Robert Mulhere moved to approve the Affidavit in Lieu of Certified Plan, subject to final review via email, with no objections to same. Second by Dalas Disney. Carried unanimously, I1-0. VII. New Business: A. Update: EMS and Fire Impact Fee Subcommittee: Amy Patterson, Impact Fee and Economic Development Manager (An overview of the Fire Rescue Services Study was distributed to the Committee.) • The Study referred to the two dependent Districts, Ochopee and Isles of Capri • Last update: 2006 • Total Impact Fees collected: $1,600 (both Districts) • No plans to expand but new equipment will be purchased as necessary • Buildings and land were not included in the calculations • Isles of Capri — fees will be decreased (residential and non - residential) • Ochopee — fee for residential will be decreased but non - residential will be increased • Study will be presented to the Productivity Committee for a recommendation and to the Board of County Commissioners for a public hearing Ms. Patterson noted the Fees will be examined again next year Ed Riley stated the North Naples Fire District cut its Impact Fees by 50% (residential and non - residential). Reed Jarvi moved to approve implementing the Alternative Impact Fee Schedule for Ochopee and Isles of Capri. Second by Mario Valle. The motion failed. Dalas Disney supported reducing Impact Fees to the greatest extent possible. Robert Mulhere moved to support the proposed increase to commercial Impact Fees and reduction to residential Impact Fees as appropriate. Second by Clay Brooker. Motion carried, 7 — "Yes," 4 — "No." Opposed: Dalas Disney, Reed Jarvi, Mario Valle, and David Hurst. BREAK: 4:40 PM RESUMED: 4:45 PM October 6, 2010 (An overview of the EMS Study was distributed to the Committee.) Mario Valle moved to approve the Impact Fee Study as submitted by Staff. Amy Patterson stated Fees would be reduced by 25% on the residential side and by 30% on the commercial side. • Methodology was same as the previous study • Significant reductions in land and building costs • Plans to add stations in the next few years Mario Valle noted new EMS stations were built based on potential growth and the Impact Fees to be collected. The Impact Fees funds were to be used to offset the debt service. However, based on the reduction in land costs, it will not be possible to generate the revenue necessary and the debt service will exceed the amount of funds by approximately 2012. Robert Mulhere noted money was borrowed based on a revenue stream which no longer exists but the obligation to pay back remains. One way to pay the debt is to find a new revenue stream. If the reduction in Impact Fees generates a volume of new development, some money will be coming in and minimize reliance on Ad Valorem fees since the Ad Valorem rate has been lowered. He concluded any reduction in Fees is a shift in the "right direction." It was predicted that Impact Fees was not the proper funding mechanism. Dalas Disney equated the concept of Impact Fees is, basically, a Ponzi scheme and stated when people moved to the area, it worked. He noted when the growth stopped, Impact Fees — as well as the economy — fell apart. Mark Twain was quoted: "There are lies, damned lies, and statistics. " Impact Fees in Collier County add approximately $34,000 to the cost of a single- family home over 2,500 square feet. Mario Valle moved to accept the Study as submitted by Staff. Second by Reed Jarvi. Carried unanimously, H- 0. Vice Chairman Dunnavant noted Reed Jarvi submitted questions concerning the Transportation Impact Fees. A memo, prepared by Tindale- Oliver & Associates, Inc., responding to his questions was distributed to the Committee. Mr. Jarvi objected to the responses to the last two questions concerning credit issues and asked Ms. Patterson to investigate. Vice Chairman Dunnavant suggested adding the topic to the Agenda for the next DSAC meeting under "Old Business." (James Boughton and David Hurst left at 5.00 PM) October 6, 2010 B. Update: EAC ( "Environmental Advisory Council ") Ordinance Amendment — Stephen Lenberger, Senior Environmental Specialist • The EAC Ordinance was revised to adhere to the changes made to the Growth Management Plan and the Amendments to the Land Development Code. • The requirement to submit an Environment Impact Statement ( "EIS ") was eliminated • Applicable environmental data may be submitted in place of the EIS • The EAC will review impacts to native vegetation and a project's environmental sensitivity based on the size • The Board of County Commissioners approved the amendments to the Ordinance • A public meeting /workshop will be held on Friday, October 8`h, to review the Amendments to the Land Development Code from last cycle C. Notice for Outstanding Advisory Committee Nomination Procedures: Vice Chairman Dunnavant • A nomination form was distributed to the members and must be completed one month prior to submission to the Board of County Commissioners. • Anyone may nominate a member. • Nominations will be accepted in November. VIII. Committee Member Comments: Vice Chairman Dunnavant outlined a summary of the BCC meeting regarding the RPZ issue was presented: • Utilities requested to defer all issues including the RPZ and Chairman Varian agreed • A Subcommittee meeting will be scheduled by Nathan Beals prior to the next DSAC meeting • DSAC's report was presented to the BCC by Chairman Varian and the Commissioners appeared to favor DSAC's recommendation • The Stay remains in place • Due to the lack of prudent data from Utilities and a cost /benefit analysis, the BCC directed all parties to continue and return when the issues were settled Next Meeting Dates: November 3, 2010 — 3:00 PM December 1, 2010 — 3:00 PM January 5, 2011 — 3:00 PM There being no further business for the good of the County, the meeting was adjourned by order of the Vice - Chairman at 5:05 PM. October 6, 2010 DEVELOPMENT SERVICES ADVISORY COMMITTEE David Dunnavant, Vice Chairman The Minutes were approved by the Board /Committee on as presented , or as amended 10 Office of the Fire Code Official Summary of Plan Review Activity September -10 Architectural Reviews 378 Sprinkler Reviews 61 Underground Reviews 20 Fuel & LP Gas Reviews 2 Hoods 8 FSUP Reviews 12 Alarm Reviews 108 SDP Reviews 44 Total # of Plans Reviewed 625 Number of Work Days 21 Average # of Plans Reviewed per Day 30 ASAP Reviews per Building Department 8 Architectural 36.00 Hrs. 10 AC Change Outs Bob'. 16 Low Voltage 1 Fire Sprinkler 4.50 Hrs. 2 Tents Total # of ASAP Reviews' 37 Total ASAP Reviews per Day 2 'Overtime Reviews are not included in this figure Classes and Seminars attended by FCO. Scheduled Meetings /Hours'. Ed: 36.00 Hrs. Bob'. 6.42 Hrs. Jackie: 4.50 Hrs. Ricco. 87.91 Hrs. Maggie: 5.75 Hrs. Classes and Seminars attended by FCO. Participant 9/15 HR Practices, Fort Myers Ed Riley, Linda Rutkoski 9/20 -9 /30 Executive Fire Officer, National Fire Academy Robert Salvaggio Emmitsburg, MD Total Overtime Hours for the Fire Code Office 'Overtime Hours Reimbursed by Contractors In addition to the above - mentioned tasks, The Fire Code Official's Office fields numerous phone calls, walk -ins, field inspections and impromptu meetings. Office of the Fire Cod. Official 28W N. Horseshoe Or Naples. FL 34104 Fire Plan Review - Time Frame Summary September -10 Number Number Average #of tat %of lot Percentages of of Time in Reviews Reviews Within Time Reviews Days Days Approved Approved Frames Architectural Reviews Total 378 363 0.96 tat Review 258 269 1.04 188 73% 100110 Days 7 Day Max 2nd Review 96 74 0.77 100/3 Days 3rd Review 23 20 0.87 100/3 Days 4th Review 1 0 0.00 100/3 Days Total 24 Reviews 120 94 0.78 100/3 Days 3 Day Max Fire Sprinkler Reviews Total 61 103 1.69 tat Review 39 80 205 24 62% 100 /10 Days 6 Day Max 2nd Review 19 21 1.11 100/3 Days 3rd Review 3 2 0.67 100/3 Days Total 2 -3 Reviews 22 23 1.05 10013 Days 3 Day Max Underground Reviews Total 20 30 1.60 tat Review 10 23 2.30 4 40% 100/10 Days 6 Day Max 2nd Review 8 5 0.63 100/3 Days 3rd Review 2 2 1.00 100/3 Days Total 2 -3 Reviews 10 7 0.70 10013 Days 1 Day Max Fuel & LP Gas Reviews 2 0 0.00 Total tat Review 2 0 0.00 2 100% 100110 Days 0 Day Max 2nd Review 0 0 0.00 Total 2nd Review 0 0 0.00 Hood & FSUP Reviews 12 8 0.67 Total tat Review 9 6 0.67 7 78% 100110 Days 2 Day Max 2nd Review 3 2 0.57 100/3 Days Total 2nd Review 3 2 0.67 10013 Days 2 Day Max F to Alann Reviews Total 108 84 0.78 tat Review 70 62 0.89 29 41% 100/10 Days 2 Day Max 2nd Review 32 19 0.59 100/3 Days 3rd Review 3 2 0.67 100/3 Days 4th Review 3 1 0.33 100/3 Days Total 24 Reviews 38 22 0.58 10013 Days 1 Day Max Summary tat Review 388 440 1.13 264 66% 100110 Days Corrections 193 148 0.77 100/3 Days Overall Totals 581 588 1.01 Office or the Fire core official 2800 N. Horseshoe Or Naples. FL Nf C6 COLLIER COUNTY LIBRARY FACILITIES AND ITEMS /EQUIPMENT IMPACT FEE UPDATE Prepared for COLLIER COUNTY August 30, 2010 Prepared by. Tindale- Oliver & Associates, Inc. 1000 N. Ashley Dr., #100 Tampa, Florida 33602 ph (813) 224 -8862, fax (813) 226 -2106 r 1 l �• ndale-Oliver 8, Planning and F:nginccrit tg Ms. Amy Patterson Impact Fee Manager Collier County Growth Management Division 2800 North Horseshoe Drive Naples, Florida 34104 RE: Library Facilities Impact Fee Update Study Dear Ms. Patterson: lllC. August 30, 2010 Enclosed is the Draft Technical Report for the Collier County Library Facilities Impact Fee Update Study. Once you get a chance to review the report, we will be available to present study findings and respond to questions. Meanwhile, we look forward to your comments on this draft report. If you should have any questions concerning this report, please do not hesitate to contact me or Nilgdn Kamp. Sincerely, Tindole- Oliver & Associates, Inc. Mi Steven A. I•indale, P.E., AICP President 1000 North Ashley Drive, Suite 100, Tampa, Florida 33602 • Phone- (813) 224 -8862 • Fax. (813) 226 -2106 1595 South Semoran Boulevard, Building 7, Suite 1540, Winter Park, Florida 32792 • Phone. (407) 657 -9210 • Fax (407) 657 -9106 195 South Central Avenue, Bartow, Florida 33830 • Phone: (863) 533 -8454 • Fax (863) 533 -8481 COLLIER COUNTY LIBRARY FACILITIES AND ITEMS/EQUIPMENT IMPACT FEE UPDATE STUDY Table of Contents Introduction ..... Facility Inventory Service Area and Population ....................................................... ............................... 3 Levelof Service .......................................................................... ............................... 5 CostComponent .......................................................................... ............................... 6 CreditComponent ....................................................................... ............................... 9 NetLibrary Impact Cost ............................................................. ............................... 10 Calculated Library Impact Fee Schedule .................................... ............................... I 1 Classification of Inventory Value for Future Indexing Calculations ......................... 11 Appendix A — Supplemental Cost Data Tindale- Oliver & Associates, Inc. Collier County August 2010 Library Impact Fee Update DRAFTREPORT Introduction Library impact fees are used to fund the capital construction and expansion of library services related buildings, land, and materials /equipment required to support the additional library facilities demand created by new growth. Collier County's Library Facilities Impact Fee was last updated in 2006. Per requirements of the County's impact fee ordinance and given the high level of fluctuations in the cost component, Tindale- Oliver & Associates, Inc. (TOA) was retained by Collier County to conduct an update study. This report presents the results of the Library Facilities Impact Fee Update Study for the County and will serve as the technical support document in updating the library impact fee ordinance. There are several major elements associated with the development of the library facilities impact fee. These include: • Facility Inventory • Service Area • Population • Level of Service • Cost Component • Credit Component • Calculated Library Facilities Impact Fee Schedule The following sections address each of these elements. Facility Inventory Table 1 provides a summary of existing library facilities. Currently, Collier County provides 164,000 square feet of library facilities. Of this, approximately 124,000 square feet are fully paid for, while the remaining portion is being paid through debt service. Because debt service on the remaining portions of three libraries is being paid back with impact fees, this portion (40,000 square feet) is not included in the inventory used to calculate the impact fee to ensure the new development will not be charged twice for the same facility. The current building cost of $265 per square foot was determined based on construction cost figures and bids for more recently built or bid libraries across the State as well as discussions with architects. In addition, additional costs associated with site preparation, Tindale- Oliver & Associates, Inc. Collier County August 2010 1 Library Impact Fee Update DRAFT REPORT Table 1 Library Buildings and Land' Facility Now Address Yqr Bain' Library Square Footage 3 Owned Square Footage c Total Square Footage on Site s Total . Acres Acrd per 1,000 sf of Building Space r Adjusted Ades v Building Valve s Immokalee Branch 4171 st Street North 1978/2004 8,035 8,035 28,945 1000 0.345 2.77 $2,129,275 Naples Branch 650 Central Avenue 1965/1992 35011 35.011 35,011 266 0076 266 $9,277,915 Golden Gate Branch 2432 Lucerne Road 1978/2007 17,066 7,850 76 498 12 91 0.169 2.88 S4.522,490 East Naples Branch 8787 Tamiami Trail East 1989 7,168 7.168 7,168 087 0.121 0.87 $1,899520 Estates Branch 1266 Golden Gate Blvd West 1994 11,000 11 000 11,000 2.08 0.189 2.08 $2,915,000 Marco Island Branch 210 South Heathwood Drive 1988/2009 11,684 11,684 11 684 1 51 0.129 1.51 $3,096,260 Headquarters Branch 2385 Orange Blossom Drive 2002 42,401 25,865 5b.401 7.63 0.135 5 72 $11,236,265 Vanderbilt Branch 788 Vanderbilt Beach Road 1981 7,000 7,000 7,000 1.69 0.241 1 69 $1,855,000 South Regional Library 8065 Lely Cultural Parkway 2007 24 845 10,186 154,388 2000 0.130 323 $6,583,925 Total Building Value 164,2101 123,799 388,095 59.35 23.41 $43,515,650 Total Land Value 10 52,106,900 Total Building and Land Value $45,622,550 Less: Portion Not Owued ° $13,872,121 Owned Building and Land Value $31,750,429 Building rost per square to rn $265.00 Land cost per acre (1) Source: Public Library and Financial Administration & Housing Departments, Collier County (2) Two different years indicate original construction and addition/renovation dates (3) Square footage of the indicated facility (4) Square footage of the library that is paid for (i.e., does not carry a debt service) (5) Square footage of all buildings on a given parcel (6) Acreage of the parcel where the building is located. In some cases, this acreage includes other buildings. (7) Acres (Item 6) divided by the total square footage (Item 5) multiplied by 1,000 (8) Acres per 1,000 square feet of building space (Item 7) multiplied by square footage (Item 3) divided by 1,000 (9) Square footage (Item 3) multiplied by building cost per square foot (Item 12) (10) Adjusted acres (Item 8) multiplied by the land cost per acre (Item 13) (11) Source: Office of Management and Budget, Collier County (12) Based on costs of recently built/bid libraries and discussions with architects (see Appendix A for further detail) (13) Based on an evaluation of land use characteristics of existing libraries, future planned library locations and land values in these areas (see Appendix A) Tindale- Oliver & Associates, Inc. Collier County August 2010 2 Library Impact Fee Update DRAFTREPORT furniture/fixture /equipment, fees, and other expenses were added to the base construction cost based on a review of cost distribution of most recently built libraries and other buildings. The final building cost reflects both the recent decrease in construction costs and the tendency to construct buildings with simpler designs and /or finishes in order to reduce overall cost. Trends in the construction costs and further information on total building cost are presented in Appendix A. In addition to building value, land values were estimated for future land purchases. Discussions with Public Library Department representatives suggested that future libraries are more likely to be built in the eastern part of county, and more specifically within the Golden Gate, Immokalee, and Big Corkscrew Fire District areas. Land value was determined through a review of land use characteristics of existing libraries and land values in three primary segments of the county (west of 1 -75, between 1 -75 and CR 951, and east ofCR 951). This analysis resulted in an average land value of $90,000 per acre. Further details on land value estimates are presented in Appendix A. Service Area and Population The Collier County Library System provides library services to the entire Collier County, and as such, the library service area is determined to be countywide. To accurately determine demand for library facility services and to be consistent with the population utilized in the County's comprehensive planning and Annual Update and Inventory Report (AUIR) process, this impact fee study considers not only the resident or permanent population of the County, but also the number of seasonal residents and visitors as well. Therefore, for purposes of this technical analysis, the peak seasonal population was used in all population estimates and projections. Peak seasonal population projections used in the impact fee analysis reflect figures provided by Collier County's Comprehensive Planning Department and were calculated by increasing the County's annual permanent population by 20 percent. The estimates provided by the County suggest an average annual increase of two percent in population through 2029. Residential land uses to be used in the Collier County library impact fee calculations include the following: • Single Family Detached • Multi - Family • Mobile Home /RV (Tied down) Tindale- Oliver & Associates, Inc. Collier County August 2010 3 Library Impact Fee Update DRAFTREPORT Table 2 presents the number of residents per housing unit countywide for the residential categories included in the County's fee schedule. Different from the previous study, this analysis uses peak seasonal population and includes all housing units, both occupied and vacant. To address fairness and equity issues between land uses, as well as to address affordable housing issues, the single family land use is continued to be tiered based on three categories of square footage: less than 1,500 square feet, 1,500 to 2,499 square feet, and 2,500 square feet or more. To accommodate the tiering of impact fee assessments for the single family residential land use category, an analysis was completed based on housing unit size and persons per housing unit, comparing nationwide averages to those of Collier County. This analysis utilized national data from the 2007 American Housing Survey (AHS) and data from the 2000 Census data for Collier County to examine this relationship. To calculate the tiering for the three different categories, national residents per unit ratios for each housing unit category were applied to the total residents per housing unit ratio for single family detached land use. Table 2 Persons per Housing Unit Housing Type Population(l) Rousing Units Ratio"' Residents Aoustmg Uufis Single Family Detached 162,266 56,869 2.85 - Less than 1,500 square feet 92% 2.62 - 1,500 to 2,499 square feet 100% 2.85 2,500 square feet or more 111% 3.16 Multi Famil 110,142 75,775 1.45 Mobile HomeIRV (Tied Down) 23,0521 10,772 2.14 (1) Source: 2000 Census, Table H -33, adjusted for seasonal population based on the ratio of peak seasonal to permanent population for the year 2000 using population figures provided by the Collier County Comprehensive Planning Department (dated June 11, 2010) (2) Source: 2000 Census, Table H -30 (3) Ratios developed based on national persons per household data derived from the 2007 American Housing Survey Tindale- Oliver & Associates, Inc. Collier County August 2010 4 Library Impact Fee Update DRAFTREPORT Level of Service The following table provides a summary of the current level of service (LOS) for library buildings, books, other library materials, and computers in Collier County. The peak population is obtained from the County's Comprehensive Planning estimates. Table 3 Collier County Library System - 2010 Level of Service Category 2010 $quart Footage/ Conutr Peak Populationz CurccutLevot oat� Adop"Level o scrvlee° Library Buildings (owned)' 123,799 404,032 0.31 N/A Librar'Buildin s (all) 164,210 404,032 0.41 0.33 Library Books' 686,753 404,032 1.70 187 Other Library Coll ecnon 60.796 404,032 0 -I5 Compmers 159 404,032 0 00039 N/A (1) Source: Table I for the buildings and Public Library Department, Collier County for other items (2) Source: Comprehensive Planning Division, Collier County (3) Square footage /count (Item 1) divided by population (Item 2) (4) Source: Public Library Department, Collier County (5) Includes only the facilities that are paid for (6) Includes 34,433 audio books and 4,500 electronic books (7) Includes only the computers available for public use It should be noted that two different calculations of the current LOS for buildings were provided in the table. One of these calculations includes only the buildings owned by the County. The other includes all existing buildings, which better reflects the service County residents are currently receiving. As presented in the table, the County's current LOS is below the adopted LOS standard when only the owned buildings are included. However, when all buildings are included (which is a better measure of the service provided to County residents), the provided LOS is above the standard. For impact fee calculations, not to overcharge new development, the level of service that is based only on the buildings that are fully paid for is used. In terms of books and other library materials, the current LOS of 1.85 items per person (sum of the LOS for library books and other library collection) is almost at the adopted LOS standard. The County does not have adopted standards for computers. A comparison of the current Collier County LOS, the LOS standard (LOSS), LOS of the other Florida counties, and the State Standards are presented in Table 4. The comparison Tindale- Oliver & Associates, Inc. Collier County August 2010 5 Library Impact Fee Update DRAFTREPORT includes counties with a population of 100,000 to 750,000, and is based on the information obtained from the Library Directory with Statistics, published by the Department of State, Division of Library and Information Services. It should be noted that the current LOS figures included in the table for Collier County represent figures provided by the Division of Library and Information Services and reflect FY 2007 data with the use of permanent population. To be able to provide an "apples -to- apples" comparison, 2007 data is used for Collier County and its peer group. Table 4 Current Level of Service and Level of Service Standards (Fiscal Year 2007) - Category Collier County Other FL Counties t FLA Pubiic Litusury Stand s; . Current LOS Adopted LOS Standard Essential Eabanceer xiewpiary Libre ?Buildin s all) — sf ercapita 0.39 033 0.39 0.60 0.70 1.00 Library Books -- books per capita 1.77 N/A 154 N/A N/A N/A All Library Collections -- items per capita 2.07 1 87 1.79 2.00 300 4.00 Computers -- computers per 1,000 people 0.41 N/A 0.51 0.33 0.50 1.00 (1) Source: Department of State, Division of Library & Information Services, 2008 Library Directory with Statistics (reflects FY 07 figures) for the current LOS, and Table 2 for the adopted LOS standard (2) Source: Department of State -- Division of Library & Information Services — 2008 Library Directory with Statistics (reflects FY 07 figures) — includes counties with population of 100,001 to 750,000, excluding Collier County. (3) Source: Florida Library Association, Standards for Florida Public Libraries, 2006 Cost Component Costs are calculated separately for facilities and items /equipment. Facility costs are based on the estimated cost to add the next library building, and the cost of library items and equipment is based on the average value per unit. Library Buildings and Land Value per Person Table 5 summarizes the calculation of library facility and land values. The total impact cost or total value per resident for library buildings and land in Collier County is $80. Tindale- Oliver & Associates, Inc. Collier County August 2010 6 Library Impact Fee Update DRAFTREPORT Table 5 Library Building and Land Value Element Figure Building Value $43,515,650 Land Value I JLM 900 Total Building and Land Value $45,621550 Less: Portion Not Owned 1 $13,872,121 Net Building and Land Value $31,750,429 Total Owned Library Square Footage 123,799 Total Owned Building and Land Value per Square Foot $256.47 LOS -- Owned Square Foot per Resident 2 0.31 Total Owned Building and Land Value per Resident 3 $79.51 (1) Source: Table 1 (2) Source: Table 3 (3) Total owned building and land value per square foot multiplied by LOS — Owned square foot per resident Library Items /Equipment Value per Person The library items /equipment value was estimated using the average value per unit provided by the County. Table 6 illustrates these figures. The total value per person for library items and equipment in Collier County is $48. Tindale- Oliver & Associates, Inc. Collier County August 2010 7 Library Impact Fee Update DRAFTREPORT Table 6 Library Items /Equipment Value Library Item/Equipment Count t Volt Value t I Total Value Books: Books 647,820 $25.00 $16,195,500 Electronic Books 4,500 $37.00 $166,500 Audio Books 34,433 $45.00 $1,549,485 686,7531 $17,911,485 Average Value $26.08 Volumes per Resident 2 1.70 Impact Cost per Resident -- Books $44.34 Other Library Items: Compact Disks 7,3001 $15.00 $109,500 Adult Kits 327 $90.00 $29,430 Juvenile Kits 1,302 $25.00 $32,550 CD -roms 300 $25.00 $7,500 DVDs 51,567 $20.00 J1,9LI 340 Total 60,796 $1,210,320 Average Value $19.91 Volumes per Resident 2 0.15 Impact Cost per Resident -- Other Library Items $2.99 Library Equipment: Public Computers 159 $850.00 $135,150 Items per Resident 2 0.00039 Impact Cost per Resident -- Computers $0.33 Total Library Items/Equipment Value per Resident $47.66 (I ) Source: Public Library Department, Collier County (2) Source: Table 3 (3) Includes only the computers available to the public Tindale- Oliver & Associates, Inc. Collier County August 2010 8 Library Impact Fee Update DRAFTREPORT Summary of Library Asset Values per Person Table 7 presents the total library capital asset values, which amounts to $127 per person. Table 7 Summary of Capital Asset Value Element Itep ntY�htie per Capita Buildings and Land' $79.51 Library Materials /Equipment 47.66 Total Capital Cost $127.17 (1) Source: Table (2) Source: Table 6 Credit Component To avoid overcharging new development, a review of library capital expenditures from 2006 to 2010 that were funded with non - impact fee revenue sources was completed. The purpose of this review was to determine any potential revenues generated by new development, other than impact fees, that are being used or will be used to fund the expansion of capital facilities, land, and materials for the County's libraries program. This review suggests that historically the County used donations and grants to fund a portion of capacity expansion. As such, it is appropriate to provide a credit. Capital Improvement Credit Table 8 summarizes the library related capital expansion projects that are funded by donations or state grants. The table includes recent historic expenditures for the years 2006 through 2010. The average annual capital expansion expenditure during this five - year period is $1.07 per resident, which amounts to $15 over a 25 -year period (shown in Table 9). This figure is calculated by dividing the average annual total capital expenditure amount for the five -year period by the County's average population during the same time period. A review of the 2009 AMR information on libraries indicated that over the next five years the County will fund all additional library material with impact fees and there are no other capacity expansion projects. As such, the credit based on the data for the past five years represents a generous credit, resulting in a conservative impact fee. Tindale- Oliver & Associates, Inc. Collier County August 2010 9 Library Impact Fee Update DRAFTREPORT Table 8 Capital Improvement Creditl'1 Capital Investment Zbbti•203b Source Impact Cost Marco Island Branch $1,131,000 Donations Golden Gate Branch $500,000 State Construction Grant South Regional Library $500,000 State Construction Grant 5% Capitalization Period (in years) Total Capital Expansion Expenditures $2,131,000 Annual Capital Expansion Expenditures $426,200 Net Impact Cost per Functional Resident a Average Population (2006 -2010) 2 399,976 Annual Capital Expansion Expenditures per Person $1.07 (I) Source: Public Library Department, Collier County (2) Source: Comprehensive Planning Division, Collier County Net Library Facilities Impact Cost The net impact fee per residence is the difference between the Cost Component and the Credit Component. `fable 9 summarizes the calculation of the net library impact cost per resident. Table 9 Net Library Facilities Impact Cost Calculation Step Impact Cost Revenue Credits Impact Cost Total Impact Cost per Resident 1 $127.17 Impact Credit Average Annual Capital Improvement Credit 2 $1.07 Capitalization Rate 5% Capitalization Period (in years) 25 Capital Improvement Credit per Resident 3 ($15.08) Net Impact Cost Net Impact Cost per Functional Resident a $112.091 (1) Source: 'f able 7 (2) Source: Table 8 (3) The present value of the capital improvement credit per functional resident (Item 2) at a discount rate of 5 percent with a capitalization period of 25 years. The discount rate is determined based on the current debt service schedules. (4) Total impact cost per resident (Item I ) less capital improvement credit per resident (Item 3) Tindale- Oliver & Associates, Inc. Collier County August 2010 10 Library Impact Fee Update DRAFTREPORT Calculated Library Impact Fee Schedule The calculated library impact fee for each residential land use is presented in Table 10. The net impact cost per resident calculated in the previous section is applied to the average persons per unit by land use. The resulting total impact fees per dwelling unit range from $162 for the multi - family residential land use to $354 for single family land use with 2,500 square feet or more space. Table 10 Library Impact Fee Schedule Residential Land Use Impact Unit Residents per Unit t Net Cost per z Resident Total Impact Fee a Current Fee a Percent s Change Single Family Detached: Less than 1,500 square feet du 1 2.62 $112.09 $293.68 $530.17 -45% 1,500 to 2,499 square feet du 1 2.85 $112.09 $319.46 $583.19 -45% 2,500 square feet or more du 1 3.16 $112.09 $354.20 $631.97 -44% Multi - Family du 1.45 $112.09 $162.53 $424.14 -62% Mobile Homes du 2.14 $112.09 $239.87 $523.80 54% (I) Source: 'Fable 2 (2) Source: 'fable 9 (3) Source: People per household (Item I) multiplied by net cost per resident (Item 2) (4) Source: Collier County Impact Fee Schedule (Effective February 14, 2010) (5) Difference between the current fee (Item 4) and the calculated fee (total impact cost, Item 3) The variation in the percent change among land uses is due to the adjustment to demand component, which now includes all occupied and vacant units and peak population as opposed including only the occupied units. This approach is consistent with the AUIR and reflects the impact of all residents (seasonal and permanent). Classification of Inventory Value for Future Indexing Calculations Currently, Collier County indexes its library impact fees on an annual basis. This reduces the likelihood of a situation where major adjustments become likely during updates due to the time between the adjustments. Table I I presents the classification of the inventory for future indexing purposes. This distribution will be used until the technical study is updated next time. Tindale- Oliver & Associates, Inc. Collier County August 2010 11 Library Impact Fee Update DRAFT REPORT Table 11 Classification of Inventory Value (1) Source: Table 5 for land and building values, Table 6 for contents value (2) Distribution of inventory (Item 1) divided by total cost Tindale- Oliver & Associates, Inc. Collier County August 2010 12 Library Impact Fee Update APPENDIX A Supplemental Cost Data DRAFTREPORT Construction Cost Estimate In determining the appropriate unit cost for building construction, the following analyses were conducted: A review of recently built libraries and other buildings in Collier County; A review of recently built libraries throughout Florida; and • Discussions with architects regarding recent fluctuations in construction costs. The last three library expansion projects in Collier County included one new library built in 2007, and two expansion projects constructed in 2007 and 2009. As such, construction costs associated with these libraries, which ranged from $240 to $310 per square foot (excluding costs associated with site preparation, furniture /fixture /equipment, permits, etc.), are unlikely to reflect the recent decrease in building costs. TOA collected building construction cost information from libraries located in the following counties: • Broward • Citrus • Escambia • Hillsborough • Indian River • Lake • Lee • Martin • Miami -Dade • Palm Beach • Union • Volusia The data obtained was organized by bid date (as available) and construction cost trends between 2005 and 2009 were calculated, which are presented in Tables A -1 and A -2 as well as Figure A -1. Unit costs for each year were calculated using two approaches: a weighted average using the square footage of each library and a straight average of unit costs. Tindale- Oliver & Associates, Inc. August 2010 W Collier County Library Impact Fee Update DRAFT REPORT Table A -1 Recently Built Florida Libraries Construction Cost' (1) Source: Individual Library Representatives Note: Because bid year date was not available for Indian River, Lee, and Miami -Dade County libraries, these were not included in this calculation. Construction costs for libraries in these three counties ranged from $250 to $570 per square foot. Table A -2 Summary of Construction Cost By Bid Year' (1) Source: Table A -1 (2) Sum of total construction cost from Table A -I divided by sum of square footage for each bid year (3) Average of construction cost per square foot from Table A -1 for each bid year Tindale - Oliver & Associates, Inc. Collier County August 2010 Library Impact Fee Update A -2 DRAFT REPORT Figure A -1 Construction Cost per Square Foot Source: Table A -2 Given this information and discussions with architects, a construction cost of $170 per square foot was found to be reasonable. This construction cost does not include costs associated with site preparation, professional services, permitting, furniture /fixture/ equipment, etc. Based on recently built libraries and other buildings within Collier County, these additional costs are estimated to amount to 55 percent of the construction cost, for a total building cost of $265 per square foot. Table A -3 provides the calculation of the final building cost per square foot. Table A -3 Total Building Cost per Square Foot Building Cost Component r Construction Cost ForepFoot 170 Site preparation 2 $51 Other 3 43 Total $264 (1) Source: Information from Table A -2 as well as discussions with architects (2) Based on historical data, site preparation cost is estimated at 30% of the construction cost. (3) Includes costs such as furniture /fixture /equipment, permits, etc., and is estimated to amount 25% of the construction cost based on historical data. Tindale- Oliver & Associates, Inc. August 2010 A -3 Collier County Library Impact Fee Update DRAFT REPORT Land Value Estimate In order to determine land value for future library land purchases, the value of the parcels where existing libraries are located as well as land value in areas where future libraries are expected to be built were evaluated. Table A -4 provides a summary of land value of the existing libraries. Table A -4 2010 Land Value of Current Inventory(l) Library Description Location Acres 2410 Land Value per Acre Total Land Value ' Immokalee Branch 417 1 st Street North 2.77 $7,500 $20,775 Naples Branch 650 Central Avenue 2.66 $375,000 $997,500 East Naples Branch 8787 Tamiami Trail East 0.87 $435,598 $378,970 Estates Branch 1266 Golden Gate Blvd West 2.08 $18,000 $37,440 Marco Island Branch 210 South Heathwood Drive 1.51 $87,500 $132,125 Headquarters Branch 2385 Orange Blossom Drive 5.72 $175,000 $1,001,000 Vanderbilt Branch 788 Vanderbilt Beach Road 1.69 $740,516 $1,251,472 South Regional Library 8065 Lely Cultural Parkway 3.23 $47,602 $153,754 Golden Gate Branch 2432 Lucerne Road 2.88 $435,600 $1,254,528 Total 23.41 $5,227,564 Weighted Average $223,305 Average $258,035 (1) Source: Property Appraiser, Collier County The land value included in the previous impact fee study was $237,000 per acre. This value was determined based on vacant land sales in 2004 and 2005. As presented in Table A -5, this value is adjusted based on changes to property values since 2005 as published by the Collier County Property Appraiser, which results in a current estimated value of $226,000. Tindale- Oliver & Associates, Inc. August 2010 A -4 Collier County Library Impact Fee Update DRAFT REPORT Table A -5 Adjusted Land Values Time Frame Land Value(l) , Property Value Change (2) All $237,000 $20,181 - 2005 to 2006 $310,020 30.81% - 2006 to 2007 $326,916 5.45% - 2007 to 2008 $308,216 -5.72% - 2008 to 2009 $264,603 - 14.15% - 2009 to 2010 $226,236 - 14.50% (1) 2005 land value reflects the average land value per acre included in the 2006 Library Impact Fee Report, which was based primarily on 2005 data. (2) Source: Property Appraiser, Collier County Based on discussions with Public Libraries Department representatives, it is our understanding that the most of the future libraries will be located in the eastern part of the County, more specifically within the Immokalee, Big Corkscrew, and Golden Gate Fire District boundaries. It is important to note that libraries tend to be built in more urbanized areas. Given the location of existing and future planned libraries, land values were evaluated in three geographic areas of the county: west of I -75, between 1 -75 and County Road (CR) 951, and east of CR 951. In addition, parcels with one to ten acres were separated to better reflect the acreage range needed for libraries. Table A -6 2010 Just Value per Acre All Vacant Parcels (1 to 10 acres) Area Residential. Com creial All East of 951 $20,181 $219,219 $24,605 Between I -75 & 951 $47,670 $386,560 $58,914 West of I -75 $137,521 $374,105 $205,833 Urban Area $43,486 $3191985 $81,131 Countywide $42,182 $302,180 $34,243 As presented in Table A -6, the value of parcels differs significantly in residential versus commercial areas. In addition, the values decrease toward the eastern part of the county. Tindale- Oliver & Associates, Inc. August 2010 A -5 Collier County Library Impact Fee Update DRAFT REPORT The analysis suggested that the land values west of I -75 are representative of current inventory while the area between I -75 and CR 951 is likely to represent the value of future library land. Although the values east of CR 951 are lower, this is primarily due to lack of urbanization. It is expected that future libraries in this area will be built only after the area becomes more urbanized. Given these analyses, the average value per acre for the area west of I -75 is estimated at $205,000, and the average land value per acre for the area between I -75 and CR -951 is estimated at $60,000. Further, it is assumed that 20 percent (1 out 5) of the future libraries will be built in more expensive areas, and the rest will be built on lower cost land. Table A -7 provides this analysis. Given this analysis, $90,000 per acre is found to be a reasonable land value estimate for impact fee calculation purposes. Table A -7 Weighted Land Value Laud Value per Geograhic Area Distributiuu � Acre41 West of I -75 20% $205,000 Between I -75 and CR 951 80% $60,000 Weighted Average Land Value (3) $89,000 (1) Estimated (2) Estimated based on the analyses summarized shown in Tables A -4 through A -6 (3) Distribution (Item 1) multiplied by land value per acre (Item 2) for each land use and added Tindale- Oliver & Associates, Inc. August 2010 A -6 Collier County Library Impact Fee Update COLLIER COUNTY LAW ENFORCEMENT IMPACT FEE STUDY DRAFT REPORT Prepared By: Tindale- Oliver & Associates, Inc. Tampa, Florida September 27, 2010 073061 -02.10 W l'indalC Oliver & Associates, 111C. A _ Planning and EngincerinK September 27, 2010 Ms. Amy Patterson Impact Fee Manager Collier County Growth Management Division 2800 North Horseshoe Drive Naples, Florida 34104 RE: Law Enforcement Facilities Impact Fee Update Study Dear Ms. Patterson: Enclosed is the Draft Technical Report for the Collier County Law Enforcement Facilities Impact Fee Update Study. Once you get a chance to review the report, we will be available to present study findings and respond to questions. Meanwhile, we look forward to your comments on this draft report. If you should have any questions concerning this report, please do not hesitate to contact me or Nilgun Kamp, Sincerely, Tindale- Oliver & Associates, Inc. Steven A. Tindale, P.E., AICP President 1000 North Ashley Drive, Suite 100, Tampa, Florida 33602 • Phone: (813) 224 -8862 • Fax (813) 226 -2106 1595 South Semoran Boulevard, Building 7, Suite 1540, Winter Park, Florida 32792 • Phone. (407) 657 -9210 • Fax. (407) 657 -9106 195 South Central Avenue, Bartow, Florida 33830 • Phone'. (863) 533 -8454 • Fax (863) 533 -8481 DRAFT Table of Contents Introduction ...... ............................... Inventory and Value of Capital Assets Service Area and Population ....................................................... ............................... 6 Levelof Service .......................................................................... ............................... 21 CostComponent .......................................................................... ............................... 21 CreditComponent ....................................................................... ............................... 23 Net Law Enforcement Impact Cost ............................................. ............................... 26 Calculated Law Enforcement Impact Fee Schedule ................... ............................... 26 Appendix A — Inventory Details Appendix B — Building and Land Values Supplemental Information Tindale- Oliver & Associates, Inc. Collier County September 2010 i Law Enforcement Impact Fee Study DRAFT Introduction Law enforcement impact fees are used to fund the capital construction and expansion of police service related land, facilities and capital equipment required to support the additional police service demand created by new growth. Tindale- Oliver & Associates, Inc, (TOA) was initially retained by Collier County in 2004 to develop a law enforcement impact fee program and again in 2006 to conduct an update of the cost and credit components of the law enforcement impact fee, which relied primarily on 2005 data. To comply with the technical study update requirements of the impact fee ordinance and to ensure that the impact fee calculations are based on the most recent and local data available, the County has retained TOA to conduct a comprehensive update of the County's law enforcement impact fee program. This report presents the results of the law enforcement impact fee study for the County and will serve as the technical support document for the calculated law enforcement impact fee schedule. There are several major elements associated with the development of the law enforcement impact fee. These include: • Capital Asset Inventory • Service Area and Population • Level of Service • Cost Component • Credit Component • Net Law Enforcement Impact Cost • Calculated Law Enforcement Impact Fee Schedule Inventory and Value of Capital Assets According to information provided by the Collier County Facilities Management Department, the County has approximately 265,000 square feet of building space used to provide law enforcement facilities. This figure includes 263,000 square feet of primary buildings and approximately 2,000 square feet of support space. Support facilities are defined as facilities without air - conditioning or space that is unlikely to be occupied by personnel. Table 1 shows a summary of the CCSO building inventory. Inventory details are presented in Appendix A, Table A -1. Tindale- Oliver & Associates, Inc. Collier County September 2010 1 Law Enforcement Impact Fee Study DRAFT Table 1 Land and Building Inventory Bu44ing Type Primary Buildings Land S+uare Teat) 263,171 Building Value . per Squil $270 Total Building & Land Vaineol $71,056,170 Support Buildings 1,994 $75 $149,550 Total 265,1651 $71,205,720 Total Acreage (4) 27.39 Land Value per Acres) $170,000 $4,656,300 Total Building and Land Value (6) $75,862,020 (1) Source: Appendix A, Table A -1 (2) Source: Appendix B (3) Building value per square foot (Item 2) multiplied by the square feet (Item 1) (4) Source: Appendix A, Table A -] (5) Source: Appendix B (6) Sum of total building value and land value An important part of the impact fee calculations involves estimating the current value of the capital assets. The most recent law enforcement facilities were bid in 2006 and 2008, and were built in 2009. Given the recent decrease in construction costs, these projects do not reflect current building costs. As such, the value of existing buildings is determined based on a review of insurance values of the existing inventory and discussions with architects. Based on this analysis, an average unit value of $270 per square foot was used for primary buildings and $75 per square foot for support facilities. These figures represent a decrease of approximately 10 percent from the current adopted building values. In terms of estimating current land values, an analysis was conducted to determine the value of land where existing law enforcement facilities are located and land values in subareas of the county where future facilities are being planned. In addition, land use characteristics of the areas where existing facilities are located were also evaluated. Both vacant land sales and the current value of vacant parcels as reported by the Collier County Property Appraiser were evaluated to determine the differentiation in land values in different parts of the county and for different land uses. This analysis resulted in an average value of $170,000 per acre, and is explained further in Appendix B. This figure represents approximately 55 percent decrease in average land value per acre from the current adopted figure. Tindale - Oliver & Associates, Inc. Collier County September 2010 2 Law Enforcement Impact Fee Study DRAFT In addition to the land and buildings inventory, the CCSO also has the vehicles and equipment to perform its law enforcement duties. Table 2 summarizes the equipment inventory. Equipment included in this list follows the State's definition of capital assets for all equipment except for weapons and tasers. Florida Statue 274 defines capital assets as items that have a minimum value of $1,000 and one year of useful life. Although weapons and tasers have an average value of less $1,000, the CCSO qualifies them as capital assets since they are considered sensitive material /equipment. It should be noted that the total equipment value increased by approximately $20 million since the last update study. Approximately $10 million of this increase is due to the CCSO providing a more complete inventory and current value of certain items, such as the vehicles. Because the equipment list is extensive, typically the cost provided by the CCSO is historical purchase prices. As information becomes available, the CCSO provides current value of certain items. The remaining increase is due to a combination of increased units, use of different types /model of certain items with a higher value, and update of current values. Given this large increase, to provide a conservative estimate, only the value of vehicle and equipment purchases made since the last study were added to the inventory value included in the previous study. These purchases are listed in Table 15. The equipment /vehicle inventory should be monitored carefully over the next couple of years, and if the total value continues to be large, it should be reflected in the impact fee calculations to capture the full cost of providing law enforcement services in Collier County. Tindale- Oliver & Associates, Inc. Collier County September 2010 3 Law Enforcement Impact Fee Study DRAFT Table 2 Equipment Inventory Equipment Descri tion Number o' Unitstil Unit Cost} Total Costal Furniture 104 $8,095 $841,856 Office Equipment 99 $2,901 $287,206 Recording Equipment 19 $2,231 $42,392 Minor Recording Equipment 21 $6,929 $145,500 Minor Computer Equipment 639 $3,604 $2,303,177 Desktop Computers 719 $1,550 $1,114,450 ITD 4 $1,680 $6,719 Major Computer Equipment 219 $28,425 $6,225,149 Computer Software 112 $23,077 $2,584,581 Laptop Computers 1,064 $4,100 $4,362,400 Minor Appliances 1 $3,221 $3,221 Security 13 $3,833 $49,827 Recreation and Training Equipment 14 $11,054 $154,752 Minor Recreation and Training Equipment 14 $6,938 $97,131 Medical Equipment 571 $1,746 $997,057 All Classes of Weapons 690 $362 $250,010 Tasers 30 $385 $11,543 Range Equipment 5 $15,791 $78,954 Photo 6 $3,753 $22,516 Digital Camera 28 $1,890 $52,931 Camera 29 $1,827 $52,986 In -Car Video 419 $5,000 $2,095,000 Camera Equipment 51 $6,007 $306,374 Projector 23 $3,411 $78,452 Digital Camcorder 16 $2,611 $41,779 Camcorder 11 $2,422 $26,640 Utilities 4 $14,809 $59,235 Boat Equipment 32 $6,404 $204,924 Boats 10 $41,069 $410,686 Aircraft 2 $390,933 $781,865 Minor Communication Equipment 89 $18,504 $1,646,842 Tindale- Oliver & Associates, Inc. Collier County September 2010 4 Law Enforcement Impact Fee Study DRAFT Table 2 (continued) Equipment Inventory E III went Descri t14n : Number a unit Unit CQSt�1) Total Cost9l Aircraft Equipment 36 $22,744 $818,773 Communication Equipment 57 $15,069 $858,935 Mobile and Portable Radios 1,422 $3,368 $4,789,296 Books 1 $1,453 $1,453 Night Vision 77 $4,437 $341,629 Polygraph Equipment 4 $3,725 $14,900 Traffic Equipment 20 $3,893 $77,855 Other Detection 31 $5,740 $177,945 Evidence Gathering 118 $6,550 $772,847 Radars 524 $2,869 $1,503,277 Lasers 60 $3,600 $216,000 Traffic Control 6 $12,655 $75,929 Protection 91 $1,985 $180,657 Sedans 583 $25,334 $14,769,722 Vans 49 $27,247 $1,335,103 Pickup Trucks 177 $27,500 $4,867,500 SUVS 40 $29,600 $1,184,000 Specialty Vehicles 69 $13,392 $924,051 Other Vehicles 16 $6,208 $99,323 Special Operations/ Specialty Equipment/ 76 $6,256 $475,459 Diving Equipment 28 $1,680 $47,050 K -9 Dog 12 $9,162 $109,938 K -9 Dog Equipment 1 $1,253 $1,253 Hand Tools 5 $1,610 $8,049 Shop Machinery and Equipment 110 $5,336 $587,011 Lab Equipment 11 $6,558 $72,141 Total 8,682 $59,646,251 Value Included in the Study (4) $45,820,385 (1) Source: CCSO (2) Source: CCSO (3) Number of units (Item 1) multiplied by the unit cost (Item 2) (4) Calculated as the sum of the value of the inventory included in the 2006 ($41.3 million) and the value of items purchased since the last study that were not included in the 2006 study (a portion of expenditures in FY 2006, and expenditures in FY 2007 through FY 2009, see Table 15 for further detail). Tindale- Oliver & Associates, Inc. Collier County September 2010 5 Law Enforcement Impact Fee Study DRAFT Service Area and Population Although the CCSO has countywide jurisdiction and provides services countywide, law enforcement services are provided primarily in unincorporated areas of the county and in Everglades City. Other municipalities within Collier County have separate law enforcement agencies that have the primary responsibility of providing law enforcement services in these areas. Therefore, for impact fee calculation purposes, the primary benefit district for law enforcement is the unincorporated county and Everglades City, and the population figures are calculated for this area. The law enforcement impact fee program requires the use of population data in calculating current levels of service and performance standards. To accurately determine demand for law enforcement services and to be consistent with the population utilized in the County's comprehensive planning and Annual Update and Inventory Report (AUIR) process, this impact fee study considers not only the resident or permanent population of the County, but also the number of seasonal residents and visitors as well. Therefore, for purposes of this technical analysis, the peak seasonal population will be used in all population estimates and projections, unless otherwise noted. Peak seasonal population projections used in the impact fee analysis reflect figures provided by Collier County's Comprehensive Planning Department and are calculated by increasing the County's annual permanent population by 20 percent. Table 3 presents the population trends for the law enforcement service area of unincorporated Collier County and Everglades City. The projections indicate that the population of this service area is projected to increase by nearly 45 percent between 2010 and 2029. Tindale- Oliver & Associates, Inc. Collier County September 2010 6 Law Enforcement Impact Fee Study DRAFT Table 3 Unincorporated County plus Everglades City Peak Seasonal Population Year Peak Season. Po'AWatit n Figure Pement Change, 2000 265,947 2001 280,750 5.57% 2002 296,983 5.78% 2003 313,767 5.65% 2004 328,690 4.76% 2005 340,572 3.61% 2006 349,741 2.69% 2007 353,108 0.96% 2008 352,886 - 0.06% 2009 353,773 0.25% 2010 357,515 1.06% 2011 364,476 1.95% 2012 371,572 1.95% 2013 378,807 1.95% 2014 386,182 1.95% 2015 394,290 2.10% 2016 403,159 2.25% 2017 412,227 2.25% 2018 421,498 2.25% 2019 430,978 2.25% 2020 440,067 2,11% 2021 448,747 1.97% 2022 457,599 1.97% 2023 466,625 1.97% 2024 475,830 1.97% 2025 484,484 1.82% 2026 492,566 1.67% 2027 500,784 1.67% 2028 509,141 1.67% 2029 517,638 1.6771-/. Source: Collier County Comprehensive Planning Department June 11, 2010) Tindale- Oliver & Associates, Inc. Collier County September 2010 7 Law Enforcement Impact Fee Study DRAFT Apportionment of Demand by Residential Unit Type and Size The residential land uses to be used for the law enforcement facilities impact fee calculations include the following: • Single Family Detached • Multi - Family • Mobile Home /RV (Tied Down) Table 4 presents the number of residents per housing unit for the residential categories identified above in Collier County. This analysis includes all housing units, both occupied and vacant. To address fairness and equity issues between land uses, as well as to address affordable housing issues, the single family land use is tiered based on three categories of square footage: less than 1,500 square feet, 1,500 to 2,499 square feet, and greater than 2,500 square feet. To accommodate the tiering of impact fee assessments for the single family residential land use category, an analysis was completed based on housing unit size and persons per housing unit, comparing nationwide averages to those of Collier County. This analysis utilized national data from the 2007 American Housing Survey (AHS) and data from the 2000 Census data for Collier County to examine this relationship. To calculate the tiering for the three different categories, national residents per unit ratios for each housing unit category were applied to the total residents per housing unit ratio for single family detached land use. Table 4 Residents per Housing Unit fioasing=Ty c . P4 ulatia0l Housing Units4 �1 Ratio l Residents r . Housin U01ts Single Family Detached 138,924 45,678 3.04 - Less than 1,500 sf 92% 2.80 - 1,500 to 2,499 sf 100% 3.04 - 2,500 sf or greater 111% 3.37 Multi Family 90,817 55,319 1.64 Mobile Home /RV (Tied Down ) 22,901 10,601 2.16 (1) Source: 2000 Census, Table H -33, adjusted for peak seasonal population, based on the ratio of permanent to peak seasonal population (20 %) (2) Source: 2000 Census, Table H -30 (3) Ratios developed based on national persons per household data derived from the 2007 American Housing Survey Tindale- Oliver & Associates, Inc. Collier County September 2010 8 Law Enforcement Impact Fee Study DRAFT Functional Population Since Collier County Sheriff's Office (CCSO) provides law enforcement services to all residents, workers, and visitors, more than the peak seasonal resident population needs to be considered. Traditionally, population was used as the basis of current and future demand for certain facilities. In the case of law enforcement facilities, the higher the nonresident daytime population is, the greater the need for service relative to the resident population. Moreover, it is not enough to simply add resident population to the number of employees, since the service - demand characteristics of employees can vary considerably by type of industry. Using unweighted population and employment data to estimate facility needs may result in substantial error. Functional population is the equivalent number of people occupying space within a community on a 24- hours - per -day, 7- days - per -week basis (Nelson and Nicholas 1992). A person living and working in the community will have a functional population coefficient of 1.0. A person living in the community but working elsewhere may spend only 16 hours per day in the community on weekdays and 24 hours per day on weekends for a functional population coefficient of 0.76 (128 -hour presence divided by 168 hours in one week). A person commuting into the community to work five days per week would have a functional population coefficient of 0.30 (50 -hour presence divided by 168 hours in one week). Similarly, a person traveling into the community to shop at stores, perhaps averaging 8 hours per week, would have a functional population coefficient of 0.05. Functional population thus tries to capture the presence of all people within the community, whether residents, workers, or visitors, to arrive at a total estimate of effective population needing to be served. By estimating the functional and peak seasonal population per unit of land use across all major land uses in a community, an estimate of the demand for certain facilities and services in the present and in a future year can be calculated. The following paragraphs explain how functional population is calculated for residential and nonresidential land uses. Residential Functional Population Developing the residential component of functional population is simpler than developing the nonresidential component. It is generally estimated that people spend one -half to three - fourths of their time at home and the rest of each 24 -hour day away from their place of residence. In developing the residential component of Collier County functional population, an analysis of the County's population and employment characteristics was Tindale - Oliver & Associates, Inc. Collier County September 2010 9 Law Enforcement Impact Fee Study I IMAR MA conducted. Based on this analysis, it was estimated that people, on average, spend 16.4 hours, or approximately 68 percent, of each 24 -hour day at their place of residence and the other 32 percent away from home. This analysis is presented in Tables 5 and 6. Table 5 Collier County Population and Employment Characteristics Item/Ca><calatifln 8te p Figure Workers who live and work in Collier County(l) 95,020 Workers who live in Collier County but work elsewhere (2) 8,048 Total workers living in Collier County (3) 103,068 Collier County Census 2000 Population (4) 251,377 Total workers as a percent of populations) 41.0% School age population (5 -17 years)(6) 36,507 School age population as a percent of population (7) 14.5% Population net of workers and school age population (8) 111,802 Other population as a percent of total population(9) 44.5% (1), (2) Source: Bureau of Transportation Statistics, Census Transportation Planning Package (CTPP) 2000 Part 3 (figures for Year 2000) (3) Sum of the workers who live and work in Collier County (Item 1) and workers who live in Collier County but work elsewhere (Item 2) (4), (6) Source: US Census Bureau, 2000 Census (5) Total workers living in Collier County (Item 3) divided by total population (Item 4) (7) School age population (Item 6) divided by total population (Item 4) (8) Total population (Item 4) less total workers living in Collier County (Item 3) and school age population (Item 6) (9) Population net of workers and school age population (Item 8) divided by total population (Item 4) Tindale- Oliver & Associates, Inc. Collier County September 2010 10 Law Enforcement Impact Fee Study l ME Table 6 Residential Coefficient for Functional Population Population Group Hours at Residence(l) Percent of Fnpulatiow" Effective Hours(3) Workers 13 41.0% 5.3 Students 15 14.5% 2.2 Other 20 44.5% 8.9 Total Hours at Residence (4) 16.4 Residential Functional Population Coefficient (5) 68.3% (1) Estimated (2) Source: Table 5 (3) Hours at residence (Item 1) multiplied by percent of population (Item 2) (4) Sum of the effective hours (5) Sum of effective hours (Item 4) divided by 24 The resulting percentage from Table 6 is used in the calculation of residential coefficient for the 24 -hour functional population. These calculations are presented in Table 7. Tindale- Oliver & Associates, Inc. Collier County September 2010 11 Law Enforcement Impact Fee Study DRAFT Table 7 General Functional Population Coefficients Journey -to - - Population/ ITE Employee Tripper One �G'ay Work Daily Visitors per Visitor Horn's Days per Ronctional Category LUC Hours In P1aceui Trips per Employee") per Occupants T Em to ee ai per Trip �� Week s' . Population Coefficient �' t Trip (4) p pt'7 Population 7.00 0.683 Natural Resources N/A 9.00 102 1.51 1.32 1.38 0.09 100 7.00 0.379 Construction 110 9.00 3.02 151 1.321 1.38 0.09 1.001 5.00 0.271 Manufacturing 140 9.00 2.13 1.07 1.32 138 0.06 1.00 5.00 0.270 Transportation, Communication, Utilities 110 9.00 3.02 1.51 1.32 1.38 0.09 1.00 5.00 0171 Wholesale Trade 150 9.00 3.89 1.95 1.32 1.38 0.12 1.00 5.00 0.271 Retail Trade 820 9.00 6512 32.61 1.24 1.73 15.98 1.50 7.00 1.374 Finance, Insurance, Real Estate 710 9.00 332 1.66 1.24 1.73 0.81 1.00 5.00 0.292 Services"" N/A 9.001 27.351 13.681 1.24 1.73 6.70 1.00 6.00 0.561 Government.. 730 9.00 11.95 5.98 1.24 1.73 2.93 1 001 7.00 0.497 (1), (7) Assumed (2) Trips per employee represents all trips divided by the number of employees and is based on Trip Generation 8th Edition (Institute of Transportation Engineers 2008) as follows: ITE Code 110 at 3.02 weekday trips per employee, page 90. ITE Code 140 at 2.13 weekday trips per employee, page 161. ITE Code 150 at 3.89 weekday trips per employee, page 190. ITE Code 710 at 3.32 weekday trips per employee, page 1196. ITE Code 730 at 11.95 weekday trips per employee, page 1248. ITE Code 820 based on blended average of trips by retail center size calculated below, adapted from page 1500_ Trips per retail employee from the following table: Assumed Trip Rate Trip Rate Sq Ft per Trips per Weighted Retail Scale Center Size per hsj per sf Employee '12r Employee Share Trips Neighborhood <50k sq.ft. 25 110.32 0.110 802.45 88.27 40.0% 35.31 Community 50k - 200k sq.ft. 125 62.81 0.063 975.16 61.44 30.0% 18.43 Regional 200k - 500k sq.ft. 350 43.80 0.044 1,043.00 45.89 200% 9.18 Super Reg. 500k -1000k sq.ft. 750 33.55 0.034 676.00 22.98 10.0% 2.30 Sum of Weighted Trips /Sq.Ft 65.22 (3) Trip per employee (Item 2) multiplied by 0.5. (4) Journey -to -Work Occupants per Trip from 2001 Nationwide Household Travel Survey (FHWA 2001) as follows: 1.32 occupants per Construction, Manufacturing, TCU, and Wholesale trip 1.24 occupants per Retail Trade, FIRE, and Services trip (5) Daily Occupants per Trip from 2001 Nationwide Household Travel Survey (FHWA 2001) as follows: 1.38 occupants per Construction, Manufacturing, TCU, and Wholesale trip 1.73 occupants per Retail Trade, FIRE, and Services trip (6) [Daily occupants per trip (Item 5) multiplied by one -way trips per employee (Item 3)] - [(Journey -to -Work occupants per trip (Item 4) multiplied by one -way trips per employee (Item 3)] (8) Typical number of days per week that indicated industries provide services and relevant government services are available. (9) The equation to determine the Functional Population Coefficient per Employee for all land -use categories except residential includes the following: ((Days ner Week x Employee Hours in Place) + (Visitors per Employee x Visitor Hours per Trio x Days per Week) (24 Hours per Day x 7 Days per Week) (10) Trips per employee for the services category is the average trips per employee for the following service related land use categories: quality restaurant, high - turnover restaurant, supermarket, hotel, motel, (11) Includes Federal Civilian Government, Federal Military Government, and State and Local Government categories. 12) Square feet per retail employee from the Energy Information Administration from Table B -1 of the Commercial Energy Building Survey, 2003 Tindale- Oliver & Associates, Inc. Collier County September 2010 12 Law Enforcement Impact Fee Study DRAFT Nonresidential Functional Population Given the varying characteristics of nonresidential land uses, developing estimates of functional residents for nonresidential land uses is more complicated than developing estimates of functional residents for residential land uses. Nelson and Nicholas originally introduced a method for estimating functional resident population, now used internationally.' This method uses trip generation data from the Institute of Transportation Engineers' (ITE) Trip Generation Manual and TOA's Trip Characteristics Database, information on passengers per vehicle, workers per vehicle, length of time spent at the land use, and other variables. Specific calculations include: • Total one -way trips per employee (ITE trips multiplied by 50 percent to avoid double counting entering and exiting trips as two trips). • Visitors per impact unit based on occupants per vehicle (trips multiplied by occupants per vehicle less employees). • Worker hours per week per impact unit (such as nine worker hours per day multiplied by five days in a work week). • Visitor hours per week per impact unit (visitors multiplied by number of hours per day times relevant days in week such as five for offices and seven for retail shopping). • Functional population coefficients per employee developed by estimating time spent by employees and visitors at each land use. Table 7 also shows the functional population coefficients for nonresidential uses /categories in Collier County. The functional population coefficients in Table 7 were used to estimate the County's functional population in Table 8. ' Arthur C. Nelson and James C. Nicholas, "Estimating Functional Population for Facility Planning, Journal of Urban Planning and Development 118(2): 45 -58 (1992). Tindale- Oliver & Associates, Inc. collier county September 2010 13 Law Enforcement Impact Fee Study DRAFT Table 8 Functional Population - Year 2010 Po tion Category Coilior.County - Basetior Data {W FunetionaI R"Went - Coeocientol . Functional Population (3) 2010 Peak Season Population 357,515 0.683 244,183 Non - Residential Population Fm to gees and Visitors) Natural Resources 7,022 0.379 2,661 Construction 11,427 0271 3,097 Manufacturing 2,9341 0.270 792 Trans ortation, Warehousing, and Utilities 2,580 0271 699 Wholesale Trade 3,496 0.271 947 Retail "Trade 15,030 1.374 20,651 Finance, Insurance, and Real Estate 23,524 0.292 6,869 Services 64,226 0561 36,031 Government Services 11,696 0.497 5,813 Total Non - Residential Population by Category(') 77,560 2009 Total Functional Populations) 321,743 Ratio of Functional Population to Residential Population 90,0% (1) Source: Table 3 for the 2010 population. To determine the employment within the law enforcement service area, the ratio of employment in unincorporated county and Everglades City to the countywide employment was determined, based on socioeconomic employment data developed for the Collier County 2035 Long Range Transportation Plan. This ratio is then applied to the countywide population figure from Woods and Pool to determine the employment figure within the law enforcement service area. (2) Source: Table 7 (3) Functional population is calculated by multiplying Collier County 2010 baseline data (Item l) by the functional resident coefficient (Item 2). (4) The total non - residential population by category is the sum of the employment and visitor figures from the nine categories (e.g., construction, manufacturing, etc.) (5) The total functional population is the sum of the residential functional population (244, 183) and nonresidential functional population (77,560) Table 9 presents the County's annual functional population figures from 2000 through 2029, based on the 2010 functional population figure from Table 8 and the annual population growth rates from the population figures previously presented in "Fable 3. Tindale- Oliver & Associates, Inc. Collier County September 2010 14 Law Enforcement Impact Fee Study DRAFT Table 9 Unincorporated Collier County and Everglades City Functional Population (2000 -2029) Year FunedQual POPUllten Projectiods' 2000 238,811 2001 252,184 2002 266,811 2003 282,019 2004 295,556 2005 306,196 2006 314,463 2007 317,608 2008 317,290 2009 31 8,242 2010 321,743 2011 327,856 2012 334,085 2013 340,433 2014 346,901 2015 354,186 2016 361,978 2017 369,942 2018 378,081 2019 386,399 2020 394,513 2021 402,403 2022 410,451 2023 418,660 2024 427,033 2025 434,720 2026 442,110 2027 449,626 2028 457,270 2029 465,044 Source: Table 8 for the 2010 population Figure. Figures for other years are based on the respective annual growth rates peak population figures provided in Table 3. Tindale- Oliver & Associates, Inc. Collier County September 2010 15 Law Enforcement Impact Fee Study DRAFT Functional Residents by Specific Land Use Category When a wide range of land uses impact services, an estimate of that impact is needed for each land use. This section presents functional population estimates by residential and non - residential land uses. Residential and Transient Land Uses As previously mentioned, the average number of persons per housing unit in Collier County was calculated for the single family, multi family, and mobile home /RV (tied down) land uses, based on information obtained from the 2000 Census. Besides the residential land uses, the table also includes transient land uses such as hotels, motels, nursing homes, and adult living facilities (ALF). Secondary sources, such as the local Convention and Visitors Bureau (CVB) and the Florida Department of Elderly Affairs, are used to determine the occupancy rate for hotel, motel, and nursing home land uses. As mentioned before, different functional population coefficients must be developed for each of the impact fee areas to be analyzed. For residential and transient land uses, these coefficients are displayed in 'Fable 10. Nonresidential Land Uses A similar approach is used to estimate functional residents for nonresidential land uses. 'Fable 1 1 reports basic assumptions and calculations, such as trips per unit, trips per employee, employees per impact unit, one -way trips per impact unit, worker hours, occupants per vehicle trip, visitors (patrons, etc.) per impact unit, visitor hours per trip, and days per week for nonresidential land uses. The final column in the tables shows the estimated functional resident coefficients by land use. These coefficients by land use create the demand component for the law enforcement facilities impact fee program and will be used in the calculation of the cost per unit for each land use category in the impact fee schedule. Cindale- Oliver & Associates, Inc. Collier County September 2010 16 Law Enforcement Impact Fee Study O L� r F �I A N a� N C J ,N L Rf C CL) 0 N N V LL v yry. rn O OM 1 n'o n c p vi N N •-' 0 0 0 0 w C E p w V ° Pr. -g o �•�w o N q WE o .� a L C O I O O C V u cO i iC 4j b p N O U O O 00 u y ro a oo O x 1. 7D 0000000 0000 C ° N C7 n In �noM w C O rn G w wCG� a~i O ` C ` N w y r •`� .. ;c. N Ki M^ N .. +O 1 .r y H o 4 U V M'GC7 d H a ° p ? a0i ° u gQ °w X33 Cl V N N 'n j v '= 8 .� .2 y 4" O p .. ~ N N N N M M `p N y' V p W N p O CL V .fl 00-0 0 o s ° o .� w~ o b •o 4D o °o o � e. '�q+ ,., a � � y w. �. A • A 0000 ° a > v m 3 y o.S o N u a L CL A y C L o ID VC W aCi ' i w C Oc y % a; y ca w 7 �v, a y b 0000 p w p .a Qkfj �"ybQ?- aH�°do cv E c W v b $ p 00 N C 'C .... O W yNy N ' 5 N Cn �3v�WiUa���°°� GG cnFx 2Q: "L9 0 U a� �w U w C Cd .-w ..w c�3 .O O N ~ � o N H � r Ar W E* w A AN W N C J A= W L 0 Z N .j.r A� W �N V C LL O V] U a� O U U G. 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'c G W 0. ..I OI bI MI �I �I NI —I �I NI rl PI �I NI NI NI �) MI bl WI (VI [VI hl OI WI tVl (`ll (VI tVl OI �+il Vil OI GI OI �I N) OI �-�) h aW ` N z z z z z z z z N C m z z z z^ O z 4 P �D M oo ao r M �o vi M ao 0 o ao 0o M P IN N a � h � � 00 W N 7 00 a rv' P �O r 00 V `D O oo N O P N P N h �D P fV 00 CO 00 00 00 00 00 00 N W 00 DO 00 00 00 00 00 P P Q� T P P P P P .r a 8 H y h H a y H p H p y H 8 8 8 8 8 8 8$ 8 �� 8 �� N •� •• 0 0 25 25 25 25 � ti � N d D w o« S S S g a rt a s a" x P21, a z .". w S � . � Yn ❑ 3 `� '� aF � � � Vi F• °o '� v w `° o 5q 0 V a� a� a. o U C� Ti U W �i W �l 1..1 F, C) N O CA Q O O N co E H v] I13'M_M I Table 11 (continued) Functional Residents for Non - Residential Land Uses Tindale- Oliver & Associates, Inc- Collier County September 2010 20 Law Enforcement Impact Fee Study gag Way Ytsitor Functional ITIr 'irlpsker 'Trips Per Employees Fattor {a Worker Qtcnpanfs Hanrsper' Days Per itesident Laud Use lmpat# Unit LUGpI TIai #QI E nploptxpl Yer Unity 5Q•fet Hours Per'Tript� Uuitors Tripes Week(' Coef Kient"" Industrial Light Industrial 1,000 sf 110 1 6971 3 021 2311 3491 91 138 2,511 1.00 5 0.69 Mini - Warehouse 1,000 sf 151 2501 56281 0041 1.251 9 1 381 1691 0.75 7 0.07 Business Park (Flex Space) 1,000 sf 1 770 12981 4041 3 211 6491 91 1 381 5 751 0751 51 099 Sources: (1) Land use code found in the Institute of Transportation Engineers (TIE) Trip Generation Handbook, 8th Edition (2) Land uses and trip generation rates consistent with those included in the 2008 Transportation Impact Fee Update Study (3) Trips per worker from FfE Trip Generation Handbook, 8th Edition, when available (4) Trips per impact unit divided by trips per person (usually employee). When trips per person are not available, the employees per unit is estimated. (5) Trips per unit (Item 2) multiplied by 50 percent (6)1(9), (10) Estimated (7) Nationwide Personal Transportation Survey (8) [(One -way Tnps/Unit X Occupants/Tnp) - Employees]. (1 I) [(Workers X Hours/Day X Days/Week) +(Visitors X Hours/Visit X Days/Week)]/(24 Hours x 7 Days) (12) Trip rate is for 50,000 sf. (13) Trip rate is for 75,000 sf, (14) Tnp rate is for 150,000 sf (15) Trip rate is for 300,000 sf (16) Tnp rate is for 600,000 sf (17) Trip rate is for 125,000 sf. (18) Trip rate is for 175 000 sf (19) Trip rate is for 500,000 sf (20) Trip rate is for '00'000 sf 21) Trip rate is for 1,200,000 sf Tindale- Oliver & Associates, Inc- Collier County September 2010 20 Law Enforcement Impact Fee Study DRAFT Level of Service Based on the information provided by the County, Collier County's 2010 level of service (LOS) is 0.74 square feet of primary law enforcement building per peak resident. Table 12 presents the calculation of the existing LOS. While the 2010 LOS for all buildings is 0.74 square feet per peak resident, in order to calculate the law enforcement facilities impact fee, the LOS, or square feet per functional resident must be calculated. Table 12 also illustrates the calculation of the current LOS using the total functional residents within the county. The current LOS of primary law enforcement building space is 0.82 square feet per functional resident. Table 12 Current Level of Service (Per Peak Seasonal and Functional Resident) Cam anent 2010 Total Square Feet of Primary BuildingsM 263,171 Peak Seasonal Population (2) 357,515 LOS (Square Feet per Peak Resident) 0.74 Functional Population (3) 321,743 LOS (Square Feet per Functional Resident) 0.82 (1) Source: Table 1 (2) Source: Table 3 (3) Source: Table 8 Cost Component The cost component of the study evaluates the cost of capital items, including buildings, land, vehicles, and equipment. It should be noted that a portion of the law enforcement buildings was funded through bond /commercial paper issues. The debt service on some of these issues is being paid back with impact fee revenues. As such, the outstanding principal associated with debt service that will be paid back with impact fee revenues is subtracted from the total inventory value to ensure that the new development will not be charged twice for the same facility. Table 13 provides a summary of all capital costs, which amounts to approximately $342 per square foot of law enforcement facilities. Tindale - Oliver & Associates, Inc. Collier County September 2010 21 Law Enforcement Impact Fee Study DRAFT Table 13 Total Capital Cost Total Land Value(i) $4,656,300 5% Total Building Value(z) $71,205,720 44% Total Equipment Value (3) $45,820,385 51% Total Capital Asset Value (4) $121,682,405 Less: Portion Not Paid for $31,778,501 Net Buildings, Land and Equipment Value (6) $89,903,904 Total Building Square Footage (Primary Buildings)') 263,171 Total Capital Value per Square Foot (8) $341.62 (1) Source: Table 1 (2) Source: Table 1 (3) Source: Table 2 (4) Sum of total land (Item 1), building (Item 2), and equipment (Item 3) costs. (5) Source: Office of Management and Budget (6) Total capital asset cost (Item 4) less the portion not paid for (Item 5) (7) Source: Table 1 (8) Net value of assets (Item 6) divided by total building square footage (Item 7) (9) Percent of total capital value to be used for future indexing calculations. Percentages are based on net asset value (e.g., land percentage is calculated as $4,656,300 / $89,903,904 = 5 %, and buildings percentage is calculated as ($71,205,720 - $31,778,501) / $89,903,904 = 44 %). Total Impact Cost per Functional Resident Table 14 presents the unit cost for the impact fee analysis. This unit cost was calculated as the total capital cost of $342 per square foot multiplied by the LOS of 0.82 square feet per functional resident. As shown in the following table, the total impact cost per resident is $280 for law enforcement buildings. Tindale - Oliver & Associates, Inc. Collier County September 2010 22 Law Enforcement Impact Fee Study DRAFT Table 14 Total Impact Cost per Functional Resident Component Figure Total Capital Asset Value per Square Foot LOS (Square Feet per Functional Resident)(') 0.82 Total Capital Asset Value per Functional Resident (3) $280.13 (1) Source: Table 13 (2) Source: Table 12 (3) Total capital asset value per square foot (Item 1) multiplied by the LOS (Item 2) Credit Component To avoid overcharging development for the law enforcement impact fee, a review of the capital financing program for law enforcement services was completed. The purpose of this review was to determine any potential revenue credits that should be considered for revenues generated by new development that could be used for capital facilities, land, and equipment expansion for the law enforcement program. Credit for Capital Expansion Expenditures The review of the capital expansion expenditures for FY 2005 to FY 2009 was completed and reviewed with the CCSO. The CCSO has three different sources for capital expansion expenditures: • General Fund • Grants • Donations Table 15 summarizes the capital expansion expenditures over a five -year period. This table also specifies the funding source for each purchase. The annual revenue per functional resident was calculated as the average capital expenditures for expansion during the five -year period divided by the average functional resident population during those years. This results in $4.54 per functional resident, which represents approximately 50 percent reduction from the previous study. During the previous study, the County was using non - impact funding to build law enforcement buildings, which were subsequently built. However, over the past five years as well as during the next five years, the County did not spend and has no plans to spend non - impact fee funds to built additional law enforcement buildings. As such, the associated credit decreased. Tindale- Oliver & Associates, Inc. Collier County September 2010 23 Law Enforcement Impact Fee Study DRAFT Table 15 Capital Expansion Expenditures(') $uildn ui meat FY 2445 FY2005 FY 2007 FY 2048 FY 2009 Total Donations Vehicles $0 Communication Equipment $0 IT Equipment $0 Other Equipment $36,555 $16,478 $17,359 $547,286 $617,678 Office Furniture /E ui ment 1 $0 Subtotal -- Donations $0 $36,555 $16,478 S17,3591 5547,286 $617,678 General Fund Buildings $520,000 $520,000 Vehicles $150,000 $448,320 $50,000 $648,320 Communication Equipment $36,000 $108,000 $14,400 $142,539 $300,939 IT Equipment $18,000 $48,000 $6,000 $72,000 Other Equipment $41,600 $13,600 $15,000 $44,392 $114,592 Office Furniture/E ui ment $62,334 $62,334 Subtotal -- General Fund $204,000 5645,920 $604,000 $15,000 $249,265 $1,718,185 Grants Vehicles N/A * $95,000 N/A * Communication Equipment $797,988 IT Equipment $23,935 $1,095 $1,147,573 Weapons $1,935 Software $85,560 Other Equipment $13,194 $395,805 $20,456 $225,357 Office Furniture $14,160 $659,824 Subtotal -- Grants $1,330,396 $27,354 $419,740 $202,111 $2,832,677 $4,812,277 Total Capital Expansion Expenditures (2) $1,534,3961 $709,8291 $1,040,218 $234,470 $3,629,229 $7,148,141 Average Annual Capital Expansion Expenditures (3) $1,429,628 Total Annual Capital Expansion Expenditures per Functional Resident (4) $4.54 Annual Functional Population 1 306,1961 314,463 317,608 317,290 318,242 Average Functional Residents per Year (FY 2005 -FY 2009)(5) 314,760 (1) Source: Sheriff's Office and Growth Management Division, Collier County (2) Sum of expenditures from all three sources (3) Total capital expansion expenditures divided by five years (4) Average annual capital expansion expenditures (Item 3) divided by average functional residents per year (Item 5) (5) Source: Table 7 Credit for Debt Service on Capital Expansion Expenditures Any outstanding bond issues related to law enforcement facilities expansion will also result in a credit to the impact fee. Collier County funded Sheriff's CID Building and Sheriff's Administration Office expansion (Building "J" addition) through debt service. The debt service is being paid back with revenues from general fund. Outstanding bond issues related to law enforcement facility expansion expenditures are presented in Table 16. Tindale- Oliver & Associates, Inc. Collier County September 2010 24 Law Enforcement Impact Fee Study DRAFT The impact fee credit is calculated by determining the present value of the total payments related to the bond issue that remain and then dividing it by the average annual population estimated over the life of the bond issue. The resulting credit for law enforcement facilities- related debt is $13 per functional resident, which is approximately 40 percent lower that the debt service credit given during the last study. The debt service credit calculations during the last study included the same buildings and because a portion of debt has been paid over the past five years, the associated debt service credit decreased. Table 16 Bond Debt Credit Analysis (1), (2), (3), & (4) Source: Office of Management and Budget, Collier County (5) Source: Table 9 The total credit per functional resident is presented in Table 19, and it is equal to the addition of the present value of the capital improvement credit and the debt service credit. Table 17 Credit per Functional Resident Component/Calculation Step gure Total Capital Improvement Credit per Functional ResidentM oiai Capitalization Period (in years)(2) Arc ;"ipnnat Capitalization Rate (3) Number of Years Itemaiaiug °interest Present" ?alue of Functional Pp 14, tion Credit per ' Bond Issue -" Yearsiit - Ruin �, � Law' liatet FnTorc "oht payments. Ilufu.." Functional Fuudiu iay Rap�ainkug Reinaii Resident issue Period 20 -year Debt Service (Law Enforcement Facilities' Share) 20 10 Variable $6,013,988 $4,562,077 363,343 $12.56 (1), (2), (3), & (4) Source: Office of Management and Budget, Collier County (5) Source: Table 9 The total credit per functional resident is presented in Table 19, and it is equal to the addition of the present value of the capital improvement credit and the debt service credit. Table 17 Credit per Functional Resident Component/Calculation Step gure Total Capital Improvement Credit per Functional ResidentM $4.54 Capitalization Period (in years)(2) 25 Capitalization Rate (3) 5% Future Credit per Functional Resident (4) $63.99 Debt Service Credit (5) $12.56 Total Revenue Credit (6) $76.55 (1) Source: Table 15 (2) Capitalization period is estimated at 25 years, which is typically when major renovations or replacement of capital facilities become necessary. (3) Capitalization rate is estimated at five percent. (4) Present value of $4.54 (Item 1) over a 25 -year period with a capitalization rate at 5 percent (5) Source: Table 16 (6) Sum of future credit per functional resident (Item 4) and debt service credit (Item 5) Tindale- Oliver & Associates, Inc. Collier County September 2010 25 Law Enforcement Impact Fee Study DRAFT Net Law Enforcement Impact Cost The net impact fee per functional resident is the difference between the cost component and the credit component. Table 18 presents the calculation of the net law enforcement impact cost per functional resident. Table 18 Net Impact Cost Impact Cost Capital Cost per Functional ResidentM $280.13 Impact Credit Total Revenue Credit(2) ($76.55) Net Impact Cost Net Impact Cost per Functional Resident (3) $203.58 (1) Source: Table 14 (2) Source: Table 17 (3) Capital cost per functional resident (Item 1) less total revenue credit (Item 2). The first section of Table 18 shows the total impact cost per functional resident as $280. The second section shows a revenue credits for the law enforcement impact fee of $77 per functional resident. The net impact cost per functional resident (third section of the table) is the difference between the total impact cost per functional resident of $280 and the total revenue credit of $77. These figures result in a net impact cost per functional resident of $204, which is approximately 25 percent higher than the previous study because the inventory was increased through additional buildings and other capital assets. Although due to the decrease in costs, the overall value of the inventory included in the study decreased, because the credit decreased at a greater rate since the last study, the net cost per resident increased. Calculated Law Enforcement Impact Fee Schedule The law enforcement impact fee schedule was developed for residential and nonresidential land uses and is illustrated in Table 19. Throughout the report a comparison of updated figures to those included in the 2006 was provided. Although the Tindale- Oliver & Associates, Inc. Collier County September 2010 26 Law Enforcement Impact Fee Study DRAFT net cost per functional resident increased by approximately 25 percent compared to the 2006 study, due to interim indexing, the total fee increased by 12 percent. This change in fee varies for some of the land uses because of the changes to the demand component. Table 19 also presents the difference between the current and calculated fees and an explanation of the effect of changes to the demand component. Tindale - Oliver & Associates, Inc. Collier County September 2010 27 Law Enforcement Impact Fee Study DRAFT Table 19 Calculated Impact Fee Schedule Land Use Impact unit Functionhl Population lt) Coefficient: Net Impact Cast a* $204 p er Functianal Residentt �1 Current Fee (s) Percent Change B) Reason for Change Residential Single Family: Less than 1,500 square feet du 1.91 $388.84 $322.45 21% Updated data based on use of peak population. 1,500 to 2,499 square feet du 2.08 $423.45 $358.67 18% 2,500 square feet or more du 2.30 $468.23 $39128 20% Multi Family du 1.12 $228.01 $193.83 18% Mobile Home /RV (tied down) du 1.48 $301.30 $268.10 12% Transient, Assisted, Group Hotel room 0.74 $150.65 $103.26 46% Updated residents per unit, occupancy rates from the Collier County CVB, and worker hours. Motel room 0.69 $140.47 $103.26 36% Nursing Home bed 0.72 $146.58 $173.90 -16% Updated residents per unit, occupancy rate from the Florida Department of Elderly Affairs Collier County Profile, and worker hours. Assisted Living Facility (ALF) du 0.89 $181.19 N/A N/A N/A Recreational RV Park site 0.54 $109.93 N/A N/A N/A Marina berth 0.19 $38.68 $30.79 26% Update worker hours and occupants per trip. Golf Course 18 holes 19.44 $3,957.60 $3,811.33 4% Update worker hours and occupants per trip. Movie Theater with Matinee screen 5.98 $1,217.41 $980.01 24% Updated trip generation rate, trips per worker, worker hours, occupants per trip, visitor hours per trip. Institutions Elementary School student 0.06 $12.21 $16.30 -25% Updated worker hours and occupants per trip. Middle School student 0.07 $14.25 $19.92 -28% High School student 0.08 $16.29 $21.75 -25% University/Junior College with 7,500 or fewer students student 0.10 $20.36 N/A N/A N/A University/Junior College with more than 7,500 students student 0.07 $14.25 N/A N/A N/A Church 1,000 sf 0.57 $116.04 $92.38 26% Updated worker hours and occupants per trip. Day Care student 0.05 $10.18 $9.06 12% Updated worker hours and occupants per trip. Hospital 1 1,000 sf 1.55 $315.55 $360.49 -12% Updated trip generation rate, worker hours, and occu ants per trip. Tindale- Oliver & Associates, Inc. September 2010 28 Collier County Law Enforcement Impact Fee Study DRAFT Table 19 (continued) Calculated Impact Fee Schedule Land Use Impact Unit Functional Population {`Oe elenttrl Net Impact Cost @ $204 per Functional Resident( �1 Current M F4C Percent (4) Change Reason for, Changef19 Office and Financial Office 50,000 SF or less 1,000 sf 1.42 $289.08 $228.25 27% Updated worker hours and occupants per trip. Office 50,001 - 100,000 SF 1,000 sf 1.21 $24633 $195.64 26% Office 100,001 - 200,000 SF 1,000 sf 1.03 $209.69 $166.65 26% Office 200,001 - 400,000 SF 1,000 sf 0.88 $179.15 $141.29 27% Office greater than 400,000 SF 1,000 sf 0.80 $162.86 $128.62 27% Medical Office 1,000 sf 1.72 $350.16 $28621 22% Updated trip generation rate, worker hours, and occupants per trip. Retail, Gross Square Feet Specialty Retail 1,000 sf 1.69 $344.05 $355.04 -3% Updated trip generation rate, worker hours, occupants per trip, and visitor hours per trip. Retail 50,000 SF or less 1,000 sfgla 2.45 $498.77 $574.23 -1A0%,I.o Updated worker hours, occupants per trip, and visitor pe r trip. Retail 50,001 - 100,000 SF 1,000 sfgla 2.46 $500.81 $539.81 'hours Retail 100,001 - 150,000 SF 1,000 sfgla 2.25 $458.06 $585.10 -2 Retail 150,001 - 200,000 SF 1,000 sfgla 2.75 $559.85 $548.88 2% Updated worker hours and occupants per trip. Retail 200,001 - 400,000 SF 1,000 sfgla 2.34 $476.38 $476.41 0% Retail 400,001 - 600,000 SF 1.000 sf la 2.44 $496.74 $494.54 0% Retail 600,001 - 1,000,000 SF 1,000 sfgla 142 $492.66 $490.90 0% Retail over 1,000,000 1,000 sfgla 2.09 $425.48 $431.12 -1% New and Used Auto Sales 1,000 sf 1.71 $348.12 $344.18 1% Updated trip generation rate, worker hours, and occupants per trip. Tire Superstore service bay 1.34 $272.80 $295.27 -8% Updated trip generation rate, trips per worker, worker hours, and occupants per trip. Supermarket 1,000 sf 2.05 $417.34 $411.21 1% Updated trip generation rate and worker hours. Convenience Store 1,000 sf 5.47 $1,113.58 $874.94 27% Updated trip generation rate, employees per unit, and worker and visitor hours. Convenience Store with Gas Pumps fuel pos. 4.35 $885.57 $1,268.03 -30% Updated worker hours, occupants per trip, and visitor hours per trip. Home Improvement Superstore 1,000 sf 1.78 $362.37 $474.61 -24%j Updated worker hours and occupants per trip. Tindale - Oliver & Associates, Inc. Collier County September 2010 29 Law Enforcement Impact Fee Study DRAFT Table 19 (continued) Calculated Impact Fee Schedule Land Use impact Unit Functional Population Coefficientt'1 Net Impact Cost @ $204 per Functional Resident) Current Fee Es) Percent +C hange t4) Reason for Changesl . Retail, Gross Square Feet (Continued) Pharmacy/Drug Store 1,000 sf 1.93 $392.91 $418.45 -6% Updated trip generation rate, worker hours, and occupants per trip. Furniture Store 1,000 sf 0.24 $48.86 N/A N/A N/A Bank/Savings Walk -in 1,000 sf 2.57 $523.20 $398.53 31% Updated worker hours and occupants per trip. Bank/Savings Drive -in 1,000 sf 2.28 $464.16 $324.25 43% Updated trip generation rate, trips per worker, worker hours, and occupants per trip. Quality Restaurant seat 0.22 $44.79 N/A N/A N/A High- Turnover Restaurant seat 0.27 $54.97 N/A N/A N/A Fast Food Rest w/ Drive -Thru 1,000 sf 9.01 $1,834.26 $2,007.11 -9% Updated trip generation rate, worker hours, and occupants per trip. Quick Lobe service bay 1.16 $236.15 $199.27 19% Updated worker hours. Gas /Service Station fuel pos. 1.98 $403.09 $44181 -9% Updated worker hours and visitor hours per trip. Self Service Car Wash service bay 0.61 $124.18 $35123 -65% Updated trip generation rate based on a local study, and worker hours. Automated Car Wash 1,000 sf 1.61 $327.76 N/A N/A N/A Luxury Auto Sales 1,000 sf 1.11 $225.97 N/A N/A N/A Industrial Light Industrial 1,000 sf 0.69 $140.47 $112.31 25% Updated worker hours and occupants per tri p. Mini - Warehouse 1,000 sf 0.07 $14.25 $12.68 12% No change in demand. Business Park (Flex Space) 1,000 sf 0.99 $201.54 $163.03 24% Updated trip generation rate, worker and visitor hours, and occupants per trip. (1) Source: Table 10 for residential land uses and Table 11 for nonresidential land uses (2) Functional population coefficient multiplied by net impact cost per functional resident from Table 18 based on residential or nonresidential land use type. (3) Collier County Impact Fee Schedule (effective February 14, 20 10) (4) Percent change between the current and calculated fees (5) Provides an explanation of changes to the demand component that impact the final fee, and indicates the land uses where the demand was not changed since the last study. N/A - Indicates a new land use category or a different unit, which makes it difficult to compare to the existing fee. Tindale- Oliver & Associates, Inc. Collier County September 2010 30 Law Enforcement Impact Fee Study Inventory Details DRAFT Table A -1 Law Enforcement Facilities Inventory(') Name of Structure Main Buildin s: Address Square Feet01 Total Square Footage on Sit& Acres ") Acres per 1,000 sf of Bldg Space['`) Land (Acres)") 2010 PA Value per Acre Total Land Value 2010 Insurance Value per sf (bldgs only) Building "J" Addition - 1 st floor 3301 E- Tamiami Trail, Naples 16,445 1,491,521 1 45.28 0.030 0.493 $435,639 $923,555 $191 Building "J" Addition - 2nd floor 3301 E. Tamiami Trail, Naples 16,458 0A94 $191 Building "J" Sheriff 2nd Floor (Old bldg) 3301 E. Taniiami Trail, Naples 29,159 0 875 $191 Building "J" Sheriff 1st Floor (Old bldg) 3301 E Tamiami Trail, Naples 8,592 0258 $191 GG Sheriffs Substation 4707 Golden Gate Parkway, Naples 5,067 76,498 12.91 0 169 0 856 $435,664 $372,928 $237 Marco Sheriffs Substation 990 N Barfield Drive, Marco 3,647 3,647 0.88 0.241 0 879 $1,067,220 $938,086 $172 SO Range Trailer 4441 70th Avenue NE 1,440 2,427 6.77 2789 4.016 $5,500 $22,088 $54 Immokalee SO Substation 112 S. 1st Street, Naples 8,249 23,042 7.42 0322 2 656 $87,140 $231,444 N/A Sheriff Control Investigation Division (CID) Building 2373 S. Horseshoe, Naples 35,050 35,050 3.89 0.111 3.890 $385,000 $1,497,650 $129 N. Naples Substation 776 Vanderbilt Beach Road 3,326 53,650 3 63 7068 0.226 $740,521 $167,358 $175 Special Operations Building 160 Aviation Drive 56,380 N/A N/A N/A N/A N/A N/A $286 Emergency Services Center 8075 Lely Cultural Blvd. 44,133 154,388 20.00 0 130 5.737 $47,602 $273,093 $337 Fleet and Purchasing 2885 County Barn Road 33,865 82,847 9.63 0.116 3.928 $50,000 $196,400 $224 Golden Gate Estates Temporary Substation 1169 Oil Well Road 1,360 N/A N/A N/A N/A N/A N/A N/A Subtotal - Main Buildings 263,171 24.308 Wei htedAvera a $236 Strai th Average 5200 Support Facilities: SO Vo -Tech Trailer 4441 70th Avenue NE 777 2,427 6.77 2.789 2.168 $5,500 $15,147 N/A SO Ran e Control Bldg. #1 4441 70th Avenue NE 105 0.293 $71 SO Range Control Bldg. 92 4441 70th Avenue NE 105 0.293 $71 Sheriffs Forensic Shed 1 112 S. 1st Street, Naples 285 23,042 7.42 0.322 0.092 0.098 $87,140 $28,233 $50 $127 Immokalee Sheriffs Fuel Island 112 S. 1st Street, Naples 305 Sheriffs Forensic Shed 2 112 S. 1st Street, Naples 417 0.134 $50 Subtotal - Support Buildings 1,994 3.078 TOTAL All Buildings) 265,165 27.39 $4,665,982 WAAe 8170,378 873 $304,166 874 Weighted Average Acreage er 1,000 Square 0 (1) Source: Facilities Management Department and Property Appraiser, Collier County Tindale- Oliver & Associates, Inc. Collier County September 2010 A -1 Law Enforcement Impact Fee Study APPENDIX B Building and Land Values Supplemental Information DRAFT Building Value Estimates In determining the appropriate unit value for buildings, the following analysis was conducted: • A review of recently built law enforcement buildings in Collier County; • Insurance value of the existing inventory; and • Discussions with architects. The most recent construction of law enforcement buildings involved two buildings: • The Special Operations Center, which was bid in 2006, and completed in 2008 for a construction cost of approximately $254 per square foot and a total cost of $319 per square foot; and • CCSO Fleet Maintenance Facility, which was bid in 2008, and completed in 2009 for a construction cost of approximately $205 per square foot, and a total cost of $284 per square foot. Given that these buildings were bid approximately two to four years ago, they do not reflect the cost decreases experienced over the past year or two. Discussions with architects suggested a 10 to 20 percent decrease for construction costs from 2006 bids, which provided a range of $200 to $230 per square foot for the Special Operations Center and a range of $165 to $185 for the Fleet Maintenance Facility. As presented in Appendix A, Table A -1, TOA evaluated the 2010 insurance values of law enforcement buildings, which provided an average weighted construction cost of $236 per square foot for primary buildings and $73 per square foot for support buildings. When a straight (unweighted) average was calculated, the unit cost became $200 per square foot for primary buildings and $74 per square foot for support buildings. It should be noted that insurance values are considered to be a conservative estimate because insurance companies exclude the value of the foundation and other more permanent parts of the structure since they would not have to be rebuilt if the structure is damaged or lost. Using the unit figures for primary buildings, the total building value was calculated and presented in Table B -I. As shown in Table B -1, additional costs such as the site preparation, permitting, professional services, etc. were added based on the ratio of these costs to construction Tindale- Oliver & Associates, Inc. Collier County September 2010 B -1 Law Enforcement Impact Fee Study DRAFT costs in the case of recently built facilities. This analysis provided a total building value range of $270 to $318 per square foot. For impact fee calculations, the low end of this range, or $270 per square foot, is used for primary buildings. For support facilities, based on the insurance values, $75 per square foot is used. Table B -1 Law Enforcement Buildings Total Building Value per Square Foot Building Cost Component Cost per Square Foot (Weighted Ins Vatne) Cost per Square Foot (Straigth AYg ixalue) percent Added (4) Construction CostM $236 $200 Site preparation (2) $35 $30 15.0% Other (3) 47 40 20.0% Total $318 $270 (1) Source: Insurance values ofexistingbuildings (2) The ratio of site preparation cost to the construction cost is determined based on recently built law enforcement buildings. Cost per square foot is calculated by applying the ratio to the construction (e.g., $236 x .15 = $35 for primary buildings). (3) The ratio other costs to the construction cost is determined based on recently built law enforcement buildings. Cost per square foot is calculated by applying the ratio to the construction (e.g., $236 x .20 = $47 for primary buildings). (4) Additional percentage for indicated costs based on recently built buildings Land Value Estimates In order to determine land value associated with law enforcement buildings, the following information was evaluated: • Current value of land where law enforcement buildings are located; • Land value in areas where future law enforcement buildings are planned to be located; • Vacant land sales analysis; and • Land use characteristics of areas where law enforcement facilities are located. Tindale- Oliver & Associates, Inc. Collier County September 2010 B -2 Law Enforcement Impact Fee Study DRAFT Based on the Collier County Property Appraiser database, the current average value of land where existing law enforcement buildings are located is approximately $170,000, which is shown in Appendix A, Table A -1. There are two law enforcement buildings that are planned for the future. One of these will be located in the Big Corkscrew Fire District and the other in the East Naples Fire District. In addition, only about 25 percent of law enforcement buildings are located in residential areas while the rest is located in more commercial areas or areas with mixed uses. An evaluation of the vacant residential versus commercial land values for I to 10- acre parcels in these two districts resulted in an average land value of $42,000 per acre for residential land uses, and $230,000 per acre for commercial land uses. This information is presented in Table B -2. Table B -2 2010 Vacant Land Values(l) Area 2010-Just-Value of All Vacant Parcels 1 to 10 acres Residential Commercial: East Naples $66,332 $320,845 ,Big Corkscrew $17,804 $139,503 Avera a $42,068 $230,174 ( I ) Source: Property Appraiser, Collier County Resulting average values for residential and commercial parcels are weighted using the current combination of parcels (25 percent residential and 75 percent commercial) as well as by using a more conservative ratio of 40 percent residential and 60 percent commercial. As presented in Table B -3, this analysis resulting in a value ranging from $155,000 to $185,000. Given that the current value of land where existing parcels is within this range, an average value of $170,000 per acre is used in the impact fee calculations. This figure is also consistent with the sales prices of 1 to 10 -acre vacant parcels in these districts. Tindale- Oliver & Associates, Inc. Collier County September 2010 B -3 Law Enforcement Impact Fee Study DRAFT Table B -3 Estimated Land Value(l) Land Use Type ''Mtributlion(t) Land Val 'per Acre Dialer (� Lash st a per Acre Residential 25% $42,000 40% $42,000 Commercial 75% $230,000 60% $230,000 Weighted Average Land Value i4) $183,000 $154,800 (1) Based on the existing mix of land uses where law enforcement facilities are located (2) Source: Table B -2 (3) A hypothetical distribution that would provide a more conservative approach (4) Average calculated based on the distribution and land value of each land use Tindale- Oliver & Associates, Inc. Collier County September 2010 B -4 Law Fnforcement Impact Fee Study COLLIER COUNTY GENERAL GOVERNMENT BUILDINGS IMPACT FEE UPDATE STUDY DRAFT REPORT Prepared By: Tindale- Oliver & Associates, Inc. Tampa, Florida September 14, 2010 073060-02 . 10 I indale Oliver & Associates, Inc. .� Pl.utning and 1?.n;;iuccring September 14, 2010 Ms. Amy Patterson Impact Fee Manager Collier County Growth Management Division 2800 North Horseshoe Drive Naples, Florida 34104 RE: Government Buildings Impact Fee Update Study Dear Ms. Patterson: Enclosed is the Draft Technical Report for the Collier County General Government Buildings Impact Fee Update Study. Once you get a chance to review the report, we will be available to present study findings and respond to questions. Meanwhile, we look forward to your comments on this draft report. If you should have any questions concerning this report, please do not hesitate to contact me or Nilgun Kamp. Sincerely, Tindale - Oliver & Associates, Inc. Steven A. Tindale, P.E., AICP President 1000 North Ashley Drive, Suite 100, Tampa, Florida 33602 • Phone: (813) 224 -8862 • Fax (813) 226 -2106 1595 South Semoran Boulevard, Building 7, Suite 1540, Winter Park, Florida 32792 • Phone'. (407) 657 -9210 • Fax: (407) 657 -9106 195 South Central Avenue, Bartow, Florida 33830 • Phone (863) 533 -8454 • Fax (863) 533 -8481 DRAFT Table of Contents Introduction...................................... ............................... FacilityInventory ................................. ............................... Service Area and Population ................ ............................... Level of Service ................................... ............................... Cost Component ................................... ............................... CreditComponent ................................ ............................... Net Government Buildings Impact Cost ............................. Calculated Government Buildings Impact Fee Schedule ... Appendix A — Collier County Government Buildings Inventory Appendix B — Building and Land Values — Supplemental Information 1 1 3 18 18 20 22 23 Tindale- Oliver & Associates, Inc. Collier County September 2010 i Government Building Impact Fee Study DRAFT Introduction Government buildings impact fees are used to fund the capital construction and expansion of government services related to land, facilities and capital equipment required to support the additional government service demand created by growth. Tindale- Oliver & Associates, Inc. JOA) was retained by Collier County in 2003 to prepare the technical study for the development of the government buildings impact fee program. The ordinance to implement the government buildings impact fee program was adopted in 2004. TOA was subsequently retained by Collier County in 2005 to update the general government building impact fee, with the updated fee schedule adopted in 2006. To comply with the technical study update requirements of the impact fee ordinance and to ensure that the government buildings impact fee is calculated based on the most recent and local data available, the County retained TOA to conduct a comprehensive update of the County's government buildings impact fee program. This report presents the results of the General Government Building Impact Fee Update Study for the County and will serve as the technical support document for the updated calculated government buildings impact fee. There are several major elements associated with the development of the government buildings impact fee. These include: • Facility Inventory • Service Area and Population • Level of Service • Cost Component • Credit Component • Net Government Buildings Impact Cost • Calculated Government Buildings Impact Fee Schedule Facility Inventory The government buildings inventory includes facilities that are primarily for the provision of essential court and county services and do not include any of the buildings included in the calculation of other impact fees or buildings that were funded with user fees. Tindale- Oliver & Associates, Inc. Collier County September 2010 1 Government Building Impact Fee Study DRAFT According to information provided by the Collier County Facilities Department, Collier County has 1.27 million square feet of general government building space. This includes the square footage of both primary and support buildings. Support facilities are defined as facilities without air- conditioning, or facilities that are unlikely to be occupied by personnel. In addition, the County also leases approximately 27,000 square feet of space for general government services. For the purposes of impact fee calculations, the leased space is not included in the inventory and new development is not charged for it in the impact fee. Table I shows a summary of the government buildings inventory and the current value of buildings and land. As presented, the inventory includes a total of 822,776 square feet of primary building space and 443,152 square feet of support space. A detailed summary of the County's entire general government building inventory can be found in Appendix A, Table A -l. Table 1 Summary of Building Inventory Building Type Land Square Feet"' Buildiag,T'siue per S4Iuure Foott �1 ° , Total Building & Land<valuet'I Primary Buildings 822,776 $270 $222,149,520 Support Buildings 443,152 $73 $32,350096 Total 265,928 $254,499,616 Total Acreage (4) 93.08 Land Value per Acre (5) $160,000 $14,892,800 Total Building and Land Value (6) $269,392,416 (1) Source: Appendix A, Tables A -1 (2) Building values are determined primarily by insurance values, discussions with architects, and other available information. Appendix B provides a detailed explanation of unit costs. (3) Square feet and /or acreage multiplied by unit costs (4) Source: Appendix A, Table A -2 (5) Land value per acre is determined through an evaluation of the land values where existing facilities are located as well as future facility locations. Appendix B provides a more detailed explanation of value per acre. (6) Sum of building and land value An important part of the impact fee calculates involves estimating the current value of the capital assets. In terms of building value, due to the recent fluctuations in construction costs, buildings constructed more than one year ago do not reflect the current cost of building new buildings. The last three government buildings built by the County were bid in 2006/2007 and completed in 2008/2009. Given the changes in cost since these Tindale- Oliver & Associates, Inc. Collier County September 2010 2 Government Building Impact Fee Study DRAFT buildings were bid, the estimated value of existing general government buildings is based on the current insurance values and discussions with architects. Based on this analysis, an average unit value of $270 per square foot was used for primary buildings. Based on the ratio of the primary to support facility values used in the previous studies, an average unit value of $73 per square foot was calculated for support buildings. These figures represent a decrease of approximately 25 percent from the current adopted building values. Appendix B provides a more detailed explanation of the building costs. In order to determine the value of land component of government buildings, land values of the existing inventory and the land value in areas where future planned facilities are likely to be located were reviewed. Both the recent sales and the value of vacant land as reported by the Collier County Property Appraiser were evaluated to determine the differentiation in land values in different parts of the county. This analysis resulted in average land value of $160,000 per acre, and is explained further in Appendix B. This figure represents approximately 60 percent reduction in land value from the current adopted figure. Service Area and Population Government buildings and services are provided by Collier County in all areas of the county. Therefore, the proper benefit district for government buildings is the entire county. The government building impact fee program requires the use of population data in calculating current levels of service and performance standards. To accurately determine demand for general government buildings and to be consistent with the population utilized in the County's comprehensive planning and Annual Update and Inventory Report (AUIR) process, this impact fee study considers not only the resident or permanent population of the County, but also the number of seasonal residents and visitors as well. Therefore, for purposes of this technical analysis, the peak seasonal population will be used in all population estimates and projections unless otherwise noted. Peak seasonal population projections used in the impact fee analysis reflect figures provided by Collier County's Comprehensive Planning Department and are calculated by increasing the County's annual permanent population by 20 percent. Table 2 presents the population trends for Collier County. As presented, the population of Collier County is projected to increase by more than 40 percent between 2010 and 2029. Tindale- Oliver & Associates, Inc. Collier County September 2010 3 Government Building Impact Fee Study DRAFT Table 2 Countywide Peak Seasonal Population Year Peak Season.. Population Figure Percent Change 2000 309,511 2001 325,159 5.06% 2002 341,954 5.17% 2003 359,191 5.04% 2004 374,384 4.23% 2005 386,668 3.28% 2006 396,310 2.49% 2007 400,027 0.94% 2008 399,532 -0.12% 2009 399,979 0.11% 2010 404,032 1.01% 2011 411,524 1.85% 2012 419,155 1.85% 2013 426,928 1.85% 2014 434,845 1.85% 2015 443,531 2.00% 2016 453,013 2.14% 2017 462,698 2.14% 2018 472,590 2.14% 2019 482,694 2.14% 2020 492,410 2.01% 2021 501,718 1.89% 2022 511,202 1.89% 2023 520,866 1.89% 2024 530,711 1.89% 2025 540,002 1.75% 2026 548,716 1.61% 2027 557,571 1.61% 2028 566,568 1.61% 2029 575,712 1.61% Source: Collier County Comprehensive Planning Department (June 11, 2009) Tindale- Oliver & Associates, Inc. courser county September 2010 4 Government Building Impact Fee Study DRAFT Apportionment of Demand by Residential Unit Type and Size The residential land uses to be used for the government buildings impact fee calculations include the following: • Single Family Detached • Multi - Family • Mobile Home /RV (Tied Down) Table 3 presents the number of residents per housing unit for the residential categories identified above in Collier County. This analysis includes all housing units, both occupied and vacant. To address fairness and equity issues between land uses, as well as to address affordable housing issues, the single family land use is tiered based on three categories of square footage: less than 1,500 square feet, 1,500 to 2,499 square feet, and greater than 2,500 square feet. To accommodate the tiering of impact fee assessments for the single family residential land use category, an analysis was completed based on housing unit size and persons per housing unit, comparing nationwide averages to those of Collier County. This analysis utilized national data from the 2007 American Housing Survey (AHS) and data from the 2000 Census data for Collier County to examine this relationship. To calculate the tiering for the three different categories, national residents per unit ratios for each housing unit category were applied to the total residents per housing unit ratio for single family detached land use. Table 3 Residents per Housing Unit Housing Type Po ulationttl Ho"14 Unttat'1 Ratiot') Residents / Housing Units Single Family Detached 162,266 56,869 2.85 - Less than 1,500 sf 92% 2.62 - 1,500 to 2,499 sf 100% 2.85 - 2,500 sf or greater 111% 3.16 Multi Famil 1 10.142 75,775 1,45 Mobile Home /RV (Tied Down) 23,052 10,772 2.14 ( I ) Source: 2000 Census, Table H -33, adjusted for peak seasonal population, based on the ratio of permanent to peak seasonal population (20 %) (2) Source: 2000 Census, Table H -30 (3) Ratios developed based on national persons per household data derived from the 2007 American Housing Survey Tindale- Oliver & Associates, Inc. Collier County September 2010 5 Government Building Impact Fee Study DRAFT Functional Population Because government buildings serve all residents, workers, and visitors, more than the peak seasonal resident population needs to be considered. Traditionally, population was used as the basis of current and future demand for certain facilities. In the case of government buildings, the higher the nonresident daytime population is, the greater the need for service relative to the resident population. Moreover, it is not enough to simply add resident population to the number of employees, since the service - demand characteristics of employees can vary considerably by type of industry. Using unweighted population and employment data to estimate facility needs may result in substantial error. Functional population is the equivalent number of people occupying space within a community on a 24- hours - per -day, 7- days - per -week basis (Nelson and Nicholas 1992). A person living and working in the community will have a functional population coefficient of 1.0. A person living in the community but working elsewhere may spend only 16 hours per day in the community on weekdays and 24 hours per day on weekends for a functional population coefficient of 0.76 (128 -hour presence divided by 168 hours in one week). A person commuting into the community to work five days per week would have a functional population coefficient of 0.30 (50 -hour presence divided by 168 hours in one week). Similarly, a person traveling into the community to shop at stores, perhaps averaging 8 hours per week, would have a functional population coefficient of 0.05. Functional population thus tries to capture the presence of all people within the community, whether residents, workers, or visitors, to arrive at a total estimate of effective population needing to be served. By estimating the functional and peak seasonal population per unit of land use across all major land uses in a community, an estimate of the demand for certain facilities and services in the present and in a future year can be calculated. The following paragraphs explain how functional population is calculated for residential and nonresidential land uses. Residential Functional Population Developing the residential component of functional population is simpler than developing the nonresidential component. It is generally estimated that people spend one -half to three - fourths of their time at home and the rest of each 24 -hour day away from their place of residence. In developing the residential component of Collier County functional population, an analysis of the County's population and employment characteristics was Tindale - Oliver & Associates, Inc. Collier County September 2010 6 Government Building Impact Fee Study DRAFT conducted. Based on this analysis, it was estimated that people, on average, spend 16.4 hours, or approximately 68 percent, of each 24 -hour day at their place of residence and the other 32 percent away from home. This analysis is presented in Tables 4 and 5. Table 4 Collier County Population and Employment Characteristics Item /Calculation 9tep Figure Workers who live and work in Collier County(l) 95,020 Workers who live in Collier County but work elsewhere (2) 8,048 Total workers living in Collier County (3) 103,068 Collier County Census 2000 Population (4) 251,377 Total workers as a percent of population (5) 41.0% School age population (5 -17 years)ibt 36,507 School age population as a percent of population (7) 14.5% Population net of workers and school age population(8) 1 1 1,802 Other population as a percent of total population(9) 44.5% (1), (2) Source: Bureau of Transportation Statistics, Census Transportation Planning Package (CTPP) 2000 Part 3 (figures for Year 2000) (3) Sum of the workers who live and work in Collier County (Item 1) and workers who live in Collier County but work elsewhere (Item 2) (4),(6) Source: US Census Bureau, 2000 Census (5) Total workers living in Collier County (Item 3) divided by total population (Item 4) (7) School age population (hem 6) divided by total population (Item 4) (8) Total population (Item 4) Tess total workers living in Collier County (Item 3) and school age population (Item 6) (9) Population net of workers and school age population (Item 8) divided by total population (Item 4) Tindale - Oliver & Associates, Inc. Collier County September 2010 7 Government Building Impact Fee Study DRAFT Table 5 Residential Coefficient for Functional Population Population .Group Hours at Residence(" Pereotit of, . P `tit;) Hours(3) Workers 13 41.0% 5.3 Students 15 14.5% 2.2 Other 20 44.5% 8.9 Total Hours at Residence (4) 16.4 Residential Functional Population Coefficient(`) 68.3% (1) Estimated (2) Source: Table 4 (3) Hours at residence (Item 1) multiplied by percent of population (Item 2) (4) Sum of the effective hours (5) Sum of effective hours (Item 4) divided by 24 The resulting percentage from Table 5 is used in the calculation of residential coefficient for the 24 -hour functional population. These calculations are presented in Table 6. Nonresidential Functional Population Given the varying characteristics of nonresidential land uses, developing estimates of functional residents for nonresidential land uses is more complicated than developing estimates of functional residents for residential land uses. Nelson and Nicholas originally introduced a method for estimating functional resident population, now used internationally.' This method uses trip generation data from the Institute of Transportation Engineers' (ITE) Trip Generation Manual and TOA's Trip Characteristics Database, information on passengers per vehicle, workers per vehicle, length of time spent at the land use, and other variables. Specific calculations include: • Total one -way trips per employee (ITE trips multiplied by 50 percent to avoid double counting entering and exiting trips as two trips). • Visitors per impact unit based on occupants per vehicle (trips multiplied by occupants per vehicle less employees). • Worker hours per week per impact unit (such as nine worker hours per day multiplied by five days in a work week). Arthur C. Nelson and James C. Nicholas, "Estimating Functional Population for Facility Planning," Journal of Urban Planning and Development 118(2): 45 -58 (1992). Tindale- Oliver & Associates, Inc. Collier County September 2010 8 Government Building Impact Fee Study DRAFT • Visitor hours per week per impact unit (visitors multiplied by number of hours per day times relevant days in week such as five for offices and seven for retail shopping). • Functional population coefficients per employee developed by estimating time spent by employees and visitors at each land use. Table 6 also shows the functional population coefficients for nonresidential uses /categories in Collier County. The functional population coefficients in Table 6 were used to estimate the County's functional population in Table 7. Tindale- Oliver & Associates, Inc. Collier County September 2010 9 Government Building Impact Fee Study Q U r_ O W w A = d O L a r O Q C 3 U. L d ^C ,Wn V F QW A =t T� a yy E u n o 3 m � L r E EE 3 5 t J i n 4 - _ t _ - e m �- -� T T C � O VJ J y O V U a E C 'O m C E E O V C C N Q �o N � v V f" c a DRAFT Table 7 Functional Population - Year 2010 Population Cataury Collier County Baseline Datau) Functional Resident Coeffcient(�1 Fouctiettal P p{ o) ' 2010 Peak Season Population 404,032 0.683 275,954 Non - Residential Population (Fun Io ces and Visitors) Natural Resources 9,120 0.379 3,456 Construction 14,840 0.271 4,022 Manufacturing 3,810 0.270 1,029 Transportation, Warehousing, and Utilitie 3,350 0.271 908 Wholesale Trade 4.540 0.271 1,230 Retail Trade 19,520 1.374 26,820 Finance, Insurance, and Real Estate 30,550 0.292 8,921 Services 83,410 0.561 46,793 Government Services 15,190 0.497 7,549 Total Non - Residential Population by Category�41 100,728 2010 Total Functional Population(') 376,682 Ratio of Functional Population to Residential Population 93.2% (1) Source: Table 2 for the 2010 population figure and Woods & Poole for 2010 employment data (2) Source: Table 6 (3) Functional population is calculated by multiplying Collier County 2010 baseline data (Item I) by the functional resident coefficient (Item 2). (4) The total non - residential population by category is the sum of the employment and visitor figures from the nine categories (e.g., construction, manufacturing, etc.) (5) The total functional population is the sum of the residential functional population (275,954) and nonresidential functional population (100,728) Table 8 presents the County's annual functional population figures from 2000 through 2029, based on the 2010 functional population figure from Table 7 and the annual population growth rates from the population figures previously presented in Table 2. Tindale- Oliver & Associates, Inc. Collier County September 2010 11 Government Building Impact Fee Study DRAFT Table 8 Collier County Functional Population (2000 -2029) Fear Collier County Functional Population Pro ctions , 2000 288,578 2001 303,295 2002 319,066 2003 335,019 2004 349,090 2005 360,610 2006 369,625 2007 372,952 2008 372,579 2009 372,952 2010 376,682 2011 383,839 2012 391,132 2013 398,564 2014 406,137 2015 414,260 2016 422,959 2017 431,841 2018 440,910 2019 450,169 2020 459,172 2021 467,896 2022 476,786 2023 485,845 2024 495,076 2025 503,987 2026 512,051 2027 520,244 2028 528,568 2029 537,025 Source: 'Fable 7 for the 2010 population figure Figures for other years are based on the respective annual growth rates peak population figures provided in Table 2. Tindale- Oliver & Associates, Inc. Collier County September 2010 12 Government Building Impact Fee Study DRAFT Functional Residents by Speei is Land Use Catego When a wide range of land uses impact services, an estimate of that impact is needed for each land use. This section presents functional population estimates by residential and non - residential land uses. Residential and Transient Land Uses As previously mentioned, the average number of persons per housing unit in Collier County was calculated for the single family, multi family, and mobile home /RV (tied down) land uses, based on information obtained from the 2000 Census. Besides the residential land uses, the table also includes transient land uses such as hotels, motels, nursing homes, and adult living facilities (ALF). Secondary sources, such as the local Convention and Visitors Bureau (CVB) and the Florida Department of Elderly Affairs, are used to determine the occupancy rate for hotels, motels, and nursing homes land uses. As mentioned before, different functional population coefficients must be developed for each of the impact fee areas to be analyzed. For residential and transient land uses, these coefficients are displayed in Table 9. Nonresidential Land Uses A similar approach is used to estimate functional residents for nonresidential land uses. Table 10 reports basic assumptions and calculations, such as trips per unit, trips per employee, employees per impact unit, one -way trips per impact unit, worker hours, occupants per vehicle trip, visitors (patrons, etc.) per impact unit, visitor hours per trip, and days per week for nonresidential land uses. The final column in the tables shows the estimated functional resident coefficients by land use. These coefficients by land use create the demand component for the government buildings impact fee program and will be used in the calculation of the cost per unit for each land use category in the impact fee schedule. Tindale- Oliver & Associates, Inc. Collier County September 2010 13 Government Building Impact Fee Study N d SRN V C J d •N r C R tiS T 'a+ WT y NNW 1.1.E L w Y C d 'O N d C w V LL w �i Q c � O V] •, N O O :J c v C N O Mp C N ro O Q vo � N � a U r, a D P Pa b V nenao P N N o^ m.. - -rvo— o000 E o w° y 0 y 4 V a O i O C O y i0 ti� u •� P P P P eT M M 1y� y G W Y � ry 6 rn a v Y A O V N V W V a 0. — O W ❑ za v c o t N G q aCi q y O O o0 C n G O Q c .A. V T y A �" a Op `O• N VI �O Vl ti N N N O C .r — — —� a 'O Q N V 0 N N N N� M M •p N C fj p W V V O O V (y jay 17 _ t �• _ W n y1 � y .. G C ✓ W E] F W DCi a W ap ❑ O O r O 3) a c v y —�' ❑ � p -� 9 •7 F o O � w � c ° � 9 Wow v p v ac � n N a V ❑� P 4 �� ep G .a0. y G G L Q p. '.. O G, C c � O V] •, N O O :J c v C N O Mp C N ro O Q vo � N � a U) � \ u 2 V $� 22 $ ¢ � k \ 2 � � _ /\ \\ \ƒ 2 § k | $ /) \) /} z* :m » „zaz - - - - -- ! |� - - - ]§ : - - - -- - - -- - f\ = �y ;! � % /: } / /\ \\ \ƒ 2 § k | $ /) \) /} k � -i a ) 3¢ \ § o\ /\ Ix @ § § LL § \ \ ) iM d_ \� y „ . --------------------- \ }) -- !! /! -- : � /: /!I ; \ \ ) iM d_ \� k G \ � : _k \� 3I kZ � § \ LL } c \\ :{ \ ) / ■ $ fe \� /f 2\ . !� !! }a { \\ - \ \( \ \ --- \ - -- - \\ :{ \ ) / ■ $ fe \� /f DRAFT Level of Service Based on the information provided by the County, Collier County's 2010 level of service (LOS) is 2.04 square feet of primary government buildings per peak resident. Table 11 presents the calculation of the existing LOS. It should be noted that the County is still paying off debt service on several recently constructed buildings. The current dollar value of outstanding principal on these buildings amounts to approximately 32 percent of the total building value, and is subtracted from the total inventory value not to overcharge new development, as shown in Table 12. With this adjustment, the existing LOS based on buildings that are paid for is approximately 1.5 square feet per peak resident, which is comparable to the LOS included in the previous study and slightly lower than the LOS standard of 1.7 square feet shown in the County's 2009 Annual Update and Inventory Report (AUIR). To provide a conservative estimate, the existing LOS is used in the impact fee calculations. While the 2010 LOS for all owned buildings is 2.04 square feet per resident, in order to calculate the government buildings facilities impact fee, the LOS, or square feet per functional resident must be calculated. "Table I I also illustrates the calculation of the current LOS using the total functional residents within the county. The current LOS of primary government building space is 2.18 square feet per functional resident. Table 11 Current Level of Service (Per Peak Seasonal and Functional Resident) Component 2010 Total Square Feet of Primary Buildings(l) 822,776 Peak Seasonal Population (2) 404,032 LOS (Square Feet per Peak Resident) 2.04 Functional Population (3) 376,682 LOS (Square Feet per Functional Resident) 2.18 (1) Source: Table 1 (2) Source: Table 2 (3) Source: Table 7 Cost Component The cost component of the study evaluates the cost of capital items, including buildings and land. The equipment value is excluded to provide a more conservative approach. Tindale- Oliver & Associates, Inc. Collier County September 2010 18 Government Building Impact Fee Study DRAFT Table 12 provides a summary of all capital costs, which amounts to $228 per square foot of government buildings. This figure is approximately 25 percent lower than the previous study. Table 12 Total Capital Asset Value Item Figure Pereetatut< Total"' Total Land Value (1) $14,892,800 8% Total Building Value (2) $254,499,616 92% Total Capital Asset Value (3) $269,392,416 Less: Portion Not Paid fort4) $82,060,052 Net Buildings and Land Value (5) $187,332,364 Total Building Square Footage (Primary Buildings)I6l 822,776 Total Capital Value per Square Foot171 $227.68 (1) Source: Table 1 (2) Source: Table I (3) Sum of land and building values (4) Source: Office of Management and Budget (5) Total capital asset value less portion not paid for. (6) Source: Table 1 (7) Net capital value (Item 5) divided by square footage (Item 6) (8) Percent of total capital costs to be used for future indexing calculations. Percentages are based on net buildings and land value (e.g., land percentage is calculated as ($14,892,800 / $187,332,364 = 8 %), and building percentage is calculated as ( ($254,499,616 - $82,060,052) / $187332,364 = 92 %)). Total Impact Cost per Functional Resident 'Fable 13 presents the unit cost for the impact fee analysis. This unit cost was calculated as the total capital cost of $228 per square foot multiplied by the LOS of 2.18 square feet per functional resident. As shown in the following table, the total impact cost per resident is $496 for general government buildings. This figure is approximately the same with the previous study due to new buildings added to the inventory. Tindale- Oliver & Associates, Inc. Collier County September 2010 19 Government Building Impact Fee Study DRAFT Table 13 Total Impact Cost per Functional Resident Component - Fl ure Total Capital Asset Value per Square Foot(l) $227.68 LOS (Square Feet per Functional Resident)"' 2.18 Total Capital Asset Value per Functional Resident (3) $496.34 (1) Source: Table 12 (2) Source: "Cable 11 (3) Total capital asset value per square foot (Item 1) multiplied by the LOS (Item 2) Credit Component To avoid overcharging development for the government buildings impact fee, a review of the capital financing program for government buildings was conducted. The purpose of this review was to determine any potential revenue credits that should be considered for revenues generated by new development that could be used for capital facilities, land, and equipment expansion for government buildings. Credit for Capital Expansion Expenditures A review of funding sources for capital projects over the past five years was conducted. Based on this review, it appears that the primary funding sources for government buildings, other than impact fees, included general fund. Table 14 presents total and average capital improvement expenditures over the past five years as well as the associated credit per functional resident. As presented in Table 14, over the past five years, the County used an average of $2.3 million per year from the general fund for capital expansion expenditures. A review of programmed government building projects in the 2009 AUIR suggests that this represents a generous credit, and that the future non - impact fee funding for capacity expansion projects is likely to be lower. This annual expenditure level of $2.3 million is divided by the average annual functional population over the same period, which results in average annual capital expansion expenditures of $6 per functional resident. Present value of this amount over a 25 -year period is a total credit of $85 per functional resident, which is approximately 130 percent higher than the credit included in the previous study. This higher credit is also due to higher levels of non - impact fee funding for the construction of new facilities. Tindale- Oliver & Associates, Inc. Collier County September 2010 20 Government Building Impact Fee Study DRAFT Table 14 Capital Expansion Expenditures FY 2005 - FY 200911 Buiidip /E ui' nent FY 2005 -FY 2009 Fund 301 Courthouse Annex $9,867,595 North Naples Government Center $1,035,351 Annex Parking Garage $607.771 Total $ l 1,510,717 Annual Average $2,302,143 Functional Population (2) 369,744 Annual Capital Expansion Expenditures per Functional Resident $6 Capitalization Period (in years)t31 25 Capitalization Rate (4) 5% Credit per Functional Resident (5) $84.56 (1) Source: Office of Management and Budget (2) Source: Table 8 (average population for 2006 through 20 10) (3) Capitalization period is assumed to be 25 years since this is the timeframe when buildings tend to need major renovations /repairs. (4) Assumed based on the interest rate the County is paying on bonds and /or commercial paper (5) Present value of annual expenditures per functional resident over a 25- period (Item 3) with a discount rate of 5 percent (Item 4). Credit for Debt Service on Capital Expansion Expenditures Any outstanding bond issues related to government buildings expansion will also result in a credit to the impact fee. Collier County funded the Transportation Building and Domestic Animal Control Building through debt service. The debt service is being paid back with revenues from the general fund. Outstanding bond issues related to government buildings expansion expenditures are presented in Table 15. The impact fee credit is calculated by determining the present value of the total payments related to the remaining portion of the bond issues and then dividing it by the average annual functional population estimated over the remaining life of the bond issue. The resulting credit for government buildings debt is $14 per functional resident, which is approximately 40 percent lower than the previous study. This is because the debt service credit in the previous study was based on the same bond issues and a portion of the debt service has been paid since then. Tindale- Oliver & Associates, Inc. Collier County September 2010 21 Government Building Impact Fee Study DRAFT Table 15 Bond Debt Credit Analysis (1), (2), (3), & (4) Source: Office of Management and Budget, Collier County (5) Source: Table 8. Population for 2030 through 2035 is calculated using the average annual growth rate for 2025 through 2029. (6) Present value of remaining payments divided by average functional population (Item 5) Net Government Buildings Impact Cost The net impact fee per functional resident is the difference between the Cost Component and the Credit Component. Table 16 presents the calculation of the net government buildings impact cost per functional resident. The first section of Table 16 shows the total impact cost per functional resident as $496. The second section shows a revenue credits for the government buildings impact fee of $98 per functional resident. The net impact cost per functional resident (third section of the table) is the difference between the total impact cost per functional resident of $496 and the total revenue credit of $98 per functional resident. The result is a net impact cost of $398 per functional resident, which is approximately 8 percent lower than the previous study. Tindale- Oliver & Associates, Inc. Collier County September 2010 22 Government Building Impact Fee Study Average Annual Functional Remaining .present Population Yeats. Government Value of During - Credit per Number Remaiaiag interest Buildings Remaining, Remsluiag Boa# - Fuaetinanl Bond Issue of Years_m a1 Ratetb Funding (4) Payments base Pcriuda" Resided') 'Trans ortation Building 30 25 Variable $9,115,370 $5,324,027 485,358 $10.97 Domestic Animal Control Bufldin 20 11 Variable $1,417,582 $1,075,346 424,262 2.53 Total ebt D Service Crcdn $1350 (1), (2), (3), & (4) Source: Office of Management and Budget, Collier County (5) Source: Table 8. Population for 2030 through 2035 is calculated using the average annual growth rate for 2025 through 2029. (6) Present value of remaining payments divided by average functional population (Item 5) Net Government Buildings Impact Cost The net impact fee per functional resident is the difference between the Cost Component and the Credit Component. Table 16 presents the calculation of the net government buildings impact cost per functional resident. The first section of Table 16 shows the total impact cost per functional resident as $496. The second section shows a revenue credits for the government buildings impact fee of $98 per functional resident. The net impact cost per functional resident (third section of the table) is the difference between the total impact cost per functional resident of $496 and the total revenue credit of $98 per functional resident. The result is a net impact cost of $398 per functional resident, which is approximately 8 percent lower than the previous study. Tindale- Oliver & Associates, Inc. Collier County September 2010 22 Government Building Impact Fee Study DRAFT Table 16 Net Impact Cost cost r Cr®clit �' ,$i�vei�He �; °�Cre�tt Impact Cost Capital Cost per Functional Resident(l) $496.34 Impact Credit Capital Improvement Credit (2) ($84.56) Debt Service Credit (3) LJLL501 Total Revenue Credit (4) ($98.06) Net Impact Cost Net Impact Cost per Functional Resident(') $398.28 (1) Source: Table 13 (2) Source: Table 14 (3) Source: Table 15 (4) Sum of capital improvement credit (Item 2) and debt service credit (Item 3) (5) Capital cost per functional resident (Item I ) less total revenue credit (Item 4) Calculated Government Buildings Impact Fee Schedule An updated government buildings impact fee schedule was developed for residential and nonresidential land uses and is illustrated in Table 17. Throughout the report a comparison of updated figures to those included in the 2006 was provided. Although the net cost per functional resident decreased by approximately 8 percent, due to interim indexing, the total fee decreased by approximately 20 percent. The level of decrease varies for some of the land uses because of the changes to the demand component. Table 17 also presents the difference between the current and calculated fees and an explanation of the effect of changes to the demand component. Tindale- Oliver & Associates, Inc. Collier County September 2010 23 Government Building Impact Fee Study DRAFT Table 17 Calculated Impact Fee Schedule Land Use Impact -Unit, Functional Population Coefficientto Net Impact Fee o $398 per Functional Resident(2) Current Feer) Percent Change (4) Reason for Change (st Residential Single Family Less than 1.500 square feet du 7.79 $713 $853 -16% Updated data based on the use of peak population. 1,500 to 2499 square feet du L95 $777 $950 -18% 21500 square feet or more du 2.16 $860 $1.037 -17% Multi Family du 0.99 $394 $483 -18% Mobile Home/RV(tied down) du 1.46 $581 $686 -150 Transient, Assisted, Group Hotel room 0.74 $295 $366 -19% Updated occupancy rates from the Collier County Motel room 0.69 $275 $366 - 25 %CVB. Nursing Home bed 0.72 $287 $487 -41% Updated occupancy levels based on data from the FL Dept of Elderly Affairs, Collier County Profile Assisted Living Facility (ALF) du 0 -82 $327 N/A N/A N/A Recreational RV Park site 0.54 $215 N/A N/A N/A Marina berth 0.19 $76 $101 -25 % Rounding in the calculation of the demand factor. Golf Course 18 holes 19.44 $7,743 $9,877 -22% No change to demand. Movie Theater with Matinee screen 5.98 $2382 $4369 -45% U dated trip generation rate. Tindale- Oliver & Associates, Inc. Collier County September 2010 24 Government Building Impact Fee Study DRAFT Table 17 (continued) Calculated Impact Fee Schedule Land Use Impact Unit Functional Population Cuefficiento) Net Impact Fee of $398 per Functional Resideutiln Current Feern Percent Change(") Reason for Change isl ' Institutions Elementary School student OA6 $24 $31 -23% No change to demand. Middle School student 0.07 $28 $35 -20% No change to demand. High School student 0.08 $32 $41 -22% No change to demand. University /Junior College with 7.500 or fewer students student 0.10 $40 N/A N/A N/A University /Junior College with more than 7.500 students student 0,07 $28 N/A N/A N/A Church 1,000 sf 0.57 $227 $290 -2201. No change to demand. Dav Care student 0.05 $20 $31 -35% Updated occupancy per trip and visitor length of stay factors. Hospital 1.000 sf 1.55 $617 $838 -26% Updated trip generation rate. Office and Financial Office 50.000 SF or less 1,000 sf 142 $566 $849 -33% Updated trip generation rate and use of end points. Office 50.001 - 100.000 SF 1.000 sf L21 $482 $656 -27% Updated trip generation rate. Office 100,001 - 200,000 SF 1.000 sf 1.03 $410 $559 -27% Updated trip generation rate. Office 200,001 - 400.000 SF 1 000 sf 0.88 $350 $478 -27% Updated trip generation rate. Office greater than 400,000 SF 1.000 sf 0.80 $319 $406 -21% No change to demand. Medical Office 1,000 sf 1.72 $685 $879 -22% Updated trip generation rate. Tindale- Oliver & Associates, Inc. Collier County September 2010 25 Government Building Impact Fee Study DRAFT Table 17 (continued) Calculated Impact Fee Schedule and Use Impact, Unit ". Functional Population Coeflieienttrl Net Impact Fee of $398 per Functional.:. Residentt21 Current Feeu1 Percent Change (4) (s) Reason for Change tst Retail, Gross Square Feet S cialt Retail 1.000 sf 1.69 $673 $762 -12% Update trip generation rate. Retail 50.000 SF or less 1.000 sfgla 2.45 $976 $1,458 -33% Updated trip generation rate and use of end points. Retail 50.001 - 100.000 SF 1,000 sfgla 2.46 $980 $1.336 -27% U dated trip generation rate. Retail 100.001 - 150.000 SF 1.000 sfgla 2.25 $896 $1,189 -25% U dated trip generation rate. Retail 150.001 - 200,000 SF 1,000 sf la 2.75 $1,095 $1.448 -24% Updated trip generation rate. Retail 200.001 - 400.000 SF 1.000 sfgla 234 $932 $1270 -27 % Updated ni generation rate. Retail 400.001 - 600.000 SF 1.000 sf la 2.44 $972 $1,296 -25% Updated trip generation rate Retail 600,001 - 1,000.000 SF 1.000 sfgla 2.42 $964 $1.296 -26% Updated trip generation rate. Retail over 1.000,000 1.000 sfgla 2.09 $832 $1,062 -22% No chance to demand. New and Used Auto Sales 1,000 Sf 1.71 $681 $879 -23% Updated trip generation rate. Tire Superstore sery ice bay 7.34 $534 $792 -33% Updated trip generation rate. Supermarket 1.000 sf 2.05 $816 $1.031 -2 1 %1 Updated trip generation rate. Convenience Store 1.000 sf 5.47 $2,179 $2,154 I % Updated trip generation rate, employees per unit, and visitor length of stay figures. Convenience Store with Gas Pumps fuel pos. 4.35 $1,733 $2211 -22% No change to demand. Home Improvement Superstore IA00 sf 1.78 $709 $904 -22% No change to demand. Pharmacy/Drug Store 1.000 sf 1.93 $769 $956 -20% Updated trip generation rate. Furniture Store 1.000 sf 0.24 $96 N/A N/A N/A Bank/Savings Walk -in L sf 2.57 $1-0241 $1,305 -22% No change to demand. Bank/Savings Drive -in 1.000 sf 228 $908 $1052 -14 io Lpdated trip generation rate and employees per unit figure. Tindale- Oliver & Associates, Inca Collier County September 2010 26 Government Building Impact Fee Study DRAFT Table 17 (continued) Calculated Impact Fee Schedule Land Use Impact Unit Functional •- Population •Coefficiento' Net Impact Fee of $398 per Functional Resident[ ;l Carron Feen) Percent Chan e(4) Reason for Changel5j Retail, Gross Square Feet (Continued) Quality Restaurant seat 0.221 $88 N/A N/A N/A High- Turnover Restaurant seat 0.27 $108 N/A N/A N/A Fast Food Rest w/ Drive -Thru 1,000 sf 9.01 $3.589 $4.446 -19% Updated trip generation rate. Quick Lube service bay 1 -16 $462 $590 -22% No thane to demand. Gas/Service Station fuel pos. 1.98 $789 $1,007 -22% No change to demand. Self Service Car Wash service bay 0.61 $243 $960 -75% Updated trip generation rate based on a local study. Automated Car Wash 1.000 sf 1.61 $641 N/A N/A N/A Luxury Auto Sales 1.000 sf 1.11 $442 N/A N/A N/A Industrial Light Industrial 1.000 sf 0.69 $275 $351 -22% No change to demand. Mini - Warehouse 1.000 sf 1 0 -07 $28 $35 -21 % No change to demand. Business Park (Flex Space) 1.000 sf 09 $$394 $508 -22% No change to demand. (1) Source: Table 9 for residential land uses and Table 10 for nonresidential land uses (2) Functional population coefficient multiplied by net impact cost per functional resident from Table 16 based on residential or nonresidential land use type. (3) Collier County Impact Fee Schedule (effective February 14, 2010) (4) Percent change between the current and calculated fees (5) Provides an explanation of changes to the demand component that impact the final fee, and indicates the land uses where the demand was not changed since the last study. N/A — Indicates a new land use category or a different unit, which makes it difficult to compare to the existing fee. Tindale- Oliver & Associates, Inc. Collier County September 2010 27 Government Building Impact Fee Study APPENDIX A Collier County Government Buildings Inventory DRAFT Table A -1 Government Buildings Inventory and Insurance Value Name of Structure . Primary Buildings, Square Fete') 2010 Insurance Value per sf (bldgs on (2) 2010 Building; Insurance' Value(�) Golden Gate Government Services Center 6,090 $178.20 $1,085,215 Immokalee Government Center 10,495 $184.07 $1,931,823 Immokalee Health Department (CHSI ) 14,778 $203.65 $3,009,581 Immokalee Barn (Floors 1 & 2) 14,530 $21.54 $312,979 Immokalee Transportation Building 3,358 $87.14 $292,616 Medical Examiners Office 13,238 $184.07 $2,436,729 Building "B" Human Resources 7,160 $180.15 $1,289,906 Building "D" PWED 8,388 $147.84 $1,240,116 Building "C -I " - "C -2" Tax Collector and Supervisor of Elections 30,753 $146.16 $4,494,949 Building "F" (Floors 1 -8 ) 89,966 $184.07 $16,560,114 Building "G" Purchasing 5,569 $176.24 $981,469 Building "H" Health Floors 1 -3) 54,160 $179.18 $9,704,134 Building "L" Courthouse (Floors 1- 6,Mezz.) 148,533 $234.98 $34,902,284 Building "L -1" Courthouse Annex 137,984 $335.33 $46,269,494 Building "W" General Services (Floors 1 -2) 31,054 $234.98 $7,297,193 Animal Control Administration 8,933 $180.15 $1,609,319 Animal Control Sally Port 6,727 $180.15 $1,211,899 Immokalee Animal Control Office 164 $91.06 $14,933 Marco Tax Collector 2,699 $137.07 $369,963 Transportation Headquarters 33,542 $171.34 $5,747,170 CAT Operations 32,144 $50.34 $1,618,130 Immokalee Code Enforcement Building 1,994 $180.15 $359,228 BCC Fleet Management 41,316 $285.90 $11,812,129 North Collier County Government Services Center 14,000 $183.09 $2,563,284 Emergency Services Center 57,274 $337.37 $19,322,508 Agriculture Building 13,361 $184.07 $2,459,359 Supervisor of Elections 7,000 $115.53 $808,710 Property Appraiser/Elks Lode 27,566 $171.34 $4,723,227 TOTAL (Primary Buildings) 822,776 184,428,461 Wei hted Average Cost per Square Feet of Building $224.15 Tindale- Oliver & Associates, Inc. Collier County September 2010 A -1 Government Building Impact Fee Study DRAFT Table A -1 (continued) Government Buildings Inventory and Insurance Value Suppgrt $u ldiu s - Name of Structure uare Feet" l 2010 Insurance Value per sf (bl l s ouly)(11 2010 Building' Insurance Value(') 800 MHz Generator Building 238 N/A N/A Animal Control Kennel 1 -3 11,847 $120.43 $1,426,726 Animal Control Stable 3,159 $22.52 $71,138 Immokalee Animal Control Kennel 1,572 $97.91 $153,915 Immokalee Radio Tower Shed 16 $91.06 $1,457 Road & Bridge Shed 102 $27.41 $2,796 Road & Bridge Fuel Island 818 $68.54 $56,063 Building "K" Chiller Building 5,520 $291.77 $1,610,580 800 MGHZ Generator 368 N/A N/A Electric Substation "A" 824 $139.03 $114,563 Electric Substation "B" 1,088 $139.03 $151,267 Parking Garage #2 (Courthouse Annex) 410,302 $8128 $34,170,758 Fuel Island/Canopy 3,600 $66.58 $239,688 Generator/Fuel Tank 127 $76.37 $9,699 Fuel Tanks and Slab 1,557 N/A N/A County Barn 800 MGHZ Repeater Building 64 N/A N/A BCC Fleet Wash Rack 1,950 N/A N/A TOTAL (Support Buildings) 443,152 38,008,650 Weighted Average Cost per Square Feet of Building $86.58 (1) Source: Growth Management Division and Facilities Management Dept., Collier County (2) Source: Facilities Management Department, Collier County (3) Square feet (Item 1) multiplied by insurance value per square foot (Item 2) N/A — Not available Tindale- Oliver & Associates, Inc. Collier County May 2010 A -2 Government Building Impact Fee Study DRAFT Table A -2 Collier County Government Buildings Inventory Acreage and Land Values Name of Structure Address Square Feettt) Total Square Footage on Site Total Acres"' Acres per '1,00 sf of Bldg Spacet4t Land {AcriInP Cost per, Acre( #1 ' Adjusted Land Value' ` Golden Gate Government Services Center 4715 Golden Gate Parkway 6,090 76,498 1191 0.169 1 029 $435,664 $448,298 Immokalee Government Center 106 S 1st Street 10,495 23,042 7.42 0.322 3.379 $87,140 $294,446 Immokalee Health Department (CHSI) 419 N. 1 st Street 14,778 29,513 10.00 0339 50101 $7,500 $37,575 Immokalee Bam (Floors I & 2) 425 Sgt. Joe Jones Road 14,530 69,135 41.81 0.605 8.791 $7,500 $94,380 Immokalee Transportation Building 550 Stockade Road 3,358 2.032 800 MGHZ Generator Bldg. 312 Stockade Road 238 0.144 Immokalee Animal Control Kennel 405 Sgt. Joe Jones Road 1,572 0 951 . Immokalee Animal Control Office 405 Sgt. Joe Jones Road 164 0.099 Immokalee Radio Tower Shed 312 Stockade Road 16 0.010 Road & Bride Shed 402 Stockade Road 102 0.062 Road & Bridge Fuel Island 402 Stockade Road 818 0.495 Medical Examiners Office 3838 Domestic Avenue 13,238 13,238 2.00 0.151 2.000 $283,000 $566,000 Building "B" Human Resources 3301 E. Tamiami Trail 7,160 1 1,491,521 45.28 0.030 0.215 $435,639 $6,810,344 Building "C -I," "C -1 Addition ", "C -2," "C -2 Addition' Tax Collector & Supervisor of Elections 3301 E. Tamiami Trail 30,753 0.923 Building "D" PWED 3301 E. Tamiami Trail 8,388 0.252 Building "F" Administration (Floors 1 -8) 3301 E. Tamiami Trail 89,966 2.699 Building "G" Purchasing 3301 E. Tamiami Trail 5,569 0.167 Building "H" Health (Floors 1 -3 ) 3301 E. Tamiami Trail 54,160 1.625 Building "L" Courthouse (Floors 1- 6,Mezz. ) 3301 E. Tamiami Trail 148,533 4.456 Building "W" General Services (Floors 1 -2) 3301 E. Tamiami Trail 31,054 0.932 Building "K" Chiller Building 3301 E. Tamiami Trail 5,520 0.166 Electric Substation "A" 3301 E. Tamiami Trail 824 0.025 Electric Substation "B" 3301 E. Tamiami Trail 1,088 1 0.033 Building "L -1" Courthouse Annex 3301 E Tamiami Trait 137,984 1 4 140 Tindale- Oliver & Associates, Inc- Collier County September 2010 A -3 Government Building Impact Fee Study DRAFT Table A -2 (continued) Collier County Government Buildings Inventory Acreage and Land Values Name of Structure Address Square 'Fed(l) Total Square Footage on Sited Total Aeres I Aeres per ''J OW sf of Bldg Space(4) Land (Aeres)tsi Cost per Acre"' , Adjusted Land Valuet7 Parkin Garage #2 (Courthouse Annex) 3301 E. Tamiami Trail 410,302 410,302 951 0.023 9.510 $435,509 $4,141,691 Fuel Island /Canny 2897 County Barn Road 3,600 82,847 9.63 0116 1 0.418 $50,000 $284,150 Generator/Fuel Tank 2897 County Barn Road 127 0.015 Fuel Tanks and Slab 2897 County Barn Road 1,557 0.181 800 MGHZ Generator 2901 County Barn Road 368 0.043 BCC Fleet Management 2901 County Barn Road 41,316 4.793 County Barn 800 MGHZ Repeater Building 2901 County Barn Road 64 0.007 BCC Fleet Wash Rack 2901 County Barn Road 1,950 0.226 Animal Control Administration 7610 Davis Boulevard 8,933 32,178 9.44 0293 2.617 $29,417 $264,312 Animal Control Sally Port 7610 Davis Boulevard 6,727 1 -971 Animal Control Kennel 1 -3 7610 Davis Boulevard 11,847 3.471 Animal Control Stable 7610 Davis Boulevard 3,159 0.926 Marco Tax Collector 1040 Winterberry 2,699 2,699 0.49 0.182 0.490 $963,265 $472,000 Transportation Headquarters 2885 Horseshoe Dr S 33,542 33,542 2.46 0.073 2.460 $385,000 $947,100 CAT Operations (ex- Monrande Dealership) 8300 Radio Road 32,144 32,144 10.04 0312 10.040 $283,083 $2,842,153 Immokalee Code Enforcement Building 310 Alachua Street 1,994 1,994 0.20 0.100 0.2001 $54,450 $10,890 North Collier County Government Services Center 2335 Orange Blossom Drive 14,000 56,401 7.63 0.135 1.890 $175,000 $330,750 Tindale- Oliver & Associates, Inc- Collier County September 2010 A -4 Government Building Impact Fee Study DRAFT Table A -2 (continued) Collier County Government Buildings Inventory Acreage and Land Values Name of Structure Address Square-, Fee& ' Total Square Footage on Sited Total Acres(3) Aerei per,1,000 sf o Bldg Spacef0 Laud (Aeres)ti) Cost per Acret' Adjusted ,'' band Value Emergency Services Center 8075 Lely Cultural Pkwy 57,274 154,388 20.001 0.130 74461 $47,602 $354,444 Agriculture Building 14700 Immokalee Road 13,361 N/A N/A N/A N/A N/A N/A Supervisor of Elections 3300 Santa Barbara Blvd. 7,000 N/A N/A N/A N/A NIA N/A Property Appraiser/Elks Lode 3950 Radio Road 27,566 27,566 6.74 0.245 6 740 $435,600 $2,935,944 TOTAL 1 1,265,928 93.079 i $20,834,477 Wei hted Average Acreage per 1,000 Square Feet of Building 0.0741 1 $223,836 (1) Square tootage of the indicated tacdity. Source: Growth Management Division and Facilities Management Department, Collier County (2) Square footage of all buildings on the parcel. Source: Growth Management Division and Property Appraiser, Collier County (3) Source: Property Appraiser, Collier County (4) Acres (Item 3) divided by total square footage on site (Item 2) multiplied by 1,000. (5) Acres per 1,000 sf of building space (Item 4) multiplied by square footage of the building (Item 1) divided by 1,000. (6) Source Property Appraiser, Collier County (2010 database) (7) Cost per acre (Item 6) multiplied by land (Item 5) Tindale- Oliver & Associates, Inc- Collier County September 2010 A -5 Government Building Impact Fee Study APPENDIX B Building and Land Values Supplemental Information DRAFT Building Value Estimates In determining the appropriate unit value for buildings, the following analysis was conducted: • A review of recently built government buildings in Collier County; • Insurance value of the existing inventory; and • Discussions with architects. The most recent construction of government buildings involved two buildings: • Courthouse Annex, which was bid in 2006, and completed in 2009 for a construction cost of approximately $315 per square foot and a total cost of $390 per square foot; and BCC Fleet Maintenance Facility, which was bid in 2006, and completed in 2008 for a construction cost of approximately $170 per square foot, and a total cost of $299 per square foot. Given that these buildings were bid approximately four years ago, they do not reflect the cost decreases experienced over the past year or two. In addition, the BCC Fleet Management Facility may not be representative of future primary buildings since it is more of a maintenance facility. Discussions with architects suggested a 10 to 20 percent decrease from 2006 bids for Courthouse Annex -type buildings, which provided a range of $250 to $285 per square foot. As presented in Appendix A, Table A -1, TOA evaluated the 2010 insurance values of government buildings, which provided an average weighted construction cost of $224 per square foot for primary buildings and $84 per square foot for support buildings. When a straight (unweighted) average was calculated, the unit cost became $175 per square foot for primary buildings and $100 per square foot for support buildings. It should be noted that insurance values are considered to be a conservative estimate because insurance companies exclude the value of the foundation and other more permanent parts of the structure since they would not have to be rebuilt if the structure is damaged or lost. Using the unit figures for primary buildings, the total building value was calculated and presented in Table B - l. Tindale- Oliver & Associates, Inc. Collier County September 2010 B -I Government Building Impact Fee Study DRAFT As shown in Table B -1, additional costs such as the site preparation, permitting, professional services, etc, were added based on the ratio of these costs to construction costs in the case of recently built facilities. This analysis provided a total building value range of $235 to $305 per square foot. For the impact fee calculations, the mid -point of this range, or $270 per square foot, is used for primary buildings. For support facilities, the ratio of primary to support facility values used in the previous studies is applied, which resulted in a value of $73 per square foot. "this figure is found to be conservative given that the insurance values of support facilities averaged a range of $84 (weighted average) to $100 (straight average) per square foot. Table B -1 Government Buildings Total Building Value per Square Foot (1) Source: Insurance values of existing buildings (2) The ratio of site preparation cost to the construction cost is determined based on recently built government buildings. Cost per square foot is calculated by applying the ratio to the construction (e.g., $225 .x .15 = $34 for primary buildings). (3) The ratio other costs to the construction cost is determined based on recently built government buildings. Cost per square foot is calculated by applying the ratio to the construction (e.g., $225 x .20 = $45 for primary buildings). (4) Additional percentage for indicated costs based on recently built buildings Land Value Estimates In order to determine land value associated with government buildings, the following information was evaluated: • Current value of land where government buildings are located; and • Land value in areas where future government buildings are planned to be located. Tindale- Oliver & Associates, Inc. Collier County September 2010 B -2 Government Building Impact Fee Study Cost per Square Cost per Square Building Cyst Peet *Jtted Foot (Straigth ; Parceift Added Co nt Ins Vatge) .A*k'Us Vibie) (4) Construction Cost(l) $225 $175 Site preparation (2) $34 $26 15% Other (3) $451 IL51 20% Total $304 $236 (1) Source: Insurance values of existing buildings (2) The ratio of site preparation cost to the construction cost is determined based on recently built government buildings. Cost per square foot is calculated by applying the ratio to the construction (e.g., $225 .x .15 = $34 for primary buildings). (3) The ratio other costs to the construction cost is determined based on recently built government buildings. Cost per square foot is calculated by applying the ratio to the construction (e.g., $225 x .20 = $45 for primary buildings). (4) Additional percentage for indicated costs based on recently built buildings Land Value Estimates In order to determine land value associated with government buildings, the following information was evaluated: • Current value of land where government buildings are located; and • Land value in areas where future government buildings are planned to be located. Tindale- Oliver & Associates, Inc. Collier County September 2010 B -2 Government Building Impact Fee Study DRAFT Based on the Collier County Property Appraiser database, the current average value of land where existing government buildings are located is approximately $224,000, which is shown in Appendix A, Table A -2. There are two government buildings that are planned for the future. One is these will be located in the North Naples Fire District and the other in East Naples Fire District. An evaluation of the vacant land values for I to 10 -acre parcels in these two districts resulted in an average land value of $158,000 per acre. Given that this Figure is more conservative than the value of existing land, $160,000 per acre is used in the impact fee calculations. Tindale- Oliver & Associates, Inc. Collier County September 2010 B -3 Government Building Impact Fee Study Collier Count awwMAS& y Fiscal Year 2011 WATER AND WASTEWATER IMPACT FEE STUDY For COLLIER COUNTY WATER -SEWER DISTRICT SUMMARY OF RESULTS and SUPPORTING TABLES October 27, 2010 Public Resources Management Group, Inc. Utility, Rate, Financial and Management Consultants Cot[ier County Public Utilities Division Collier County Water -Sewer District Water and Wastewater Impact Fee Study TABLE OF CONTENTS Table Number Table Title Summary of Results 'Fable 4 Current Results Key Drivers and Considerations 'Fable 5 Additional Supporting Information Supportine Tables and Figures Table ES -1 Existing and Proposed Water and Wastewater System Impact Fee Schedule Table ES -2 Proposed Allowance for Funds Prudently Invested (AFPI) Fee Schedule Table I Development of Existing Water Production / Treatment Facility Capacity Development of Water System Impact Fee Available to Serve System Growth Table 2 Development of Existing Wastewater Treatment Facility Capacity Available to Comparison of Water and Wastewater System Impact Fees Per ERC Serve System Growth Table 3 Summary of Water Capital Improvement Program By Plant Function Through Summary of Existing Utility System Fixed Assets FY 2020 'Fable 4 Summary of Water Capital Improvement Program Recognized in System Impact Fee - Fiscal Years 2010 Through 2020 'Fable 5 Summary of Wastewater Capital Improvement Program By Plant Function Through Fiscal Year 2020 Table 6 Summary of Wastewater Capital Improvement Program Recognized in System Impact Fee - Fiscal Years 2010 Through 2020 Table 7 Development of Water System Impact Fee Table 8 Development of Wastewater System Impact Fee Table 9 Comparison of Water and Wastewater System Impact Fees Per ERC Figure 1 Comparison of Water and Wastewater System Impact Fees Per ERC Appendix A Summary of Existing Utility System Fixed Assets 10272010, 158 PM Page Number 1 2 7 8 9 ITC 12 14 lil 21 24 27 30 33 34 35 CO 1 C< ty Water and Wastewater Impact Fee Study In Public Utilities Division Analysis as of October 27, 2010 EB SUMMARY OF RESULTS Water and Wastewater Impact Fee Study — Collier County Water -Sewer District A. Current Results Impact Fees In 2008, the combined water and wastewater impactfees were lowered by $268.88 or 3.7% (Total reduction since 2008 — $803.88) AFPI Fees Existing and Calculated Water and Wastewater Impact Fees Existing LOS Difference System (gpd) Existing Calculated Amount Percent Water 350 $3,575.00 $3,290.00 ($285.00) (8.0 %) Amotmt $10.214 /gal $9.400 /gal Wastewater 250 $3,495.00 $3,245.00 ($250.00) (7.2 %) $13.980/gal $12.980/gal Carrying Maxvnun Total Maximum $7,070.00 $6,535.00 ($535.00) In 2008, the combined water and wastewater impactfees were lowered by $268.88 or 3.7% (Total reduction since 2008 — $803.88) AFPI Fees 10/27/2010; 5:00 PM 1 Existing and Calculated AFPI Fees Existing Calculated Difference Amotmt Monthly Monthly Monthly Carryutg Maximum Carrying Maxvnun Carrying Maximum Cost Accrual Cost Accrual Cost Accrual Per ERC Per ERC Pc, ERC Per ERC Per ERC Per P_RC Percent Water System $12.97 $933.84 $1189 $856.08 ($1.08) ($77.76) (83%) Wastewater System 1054 758.88 9.09 654.48 (1.45) (104.40) (138%) Combined System $23.51 $1692.72 $20.98 $1,51056 ($253) ($182.16) 10/27/2010; 5:00 PM 1 Collier County Public Utilities Division Water and Wastewater Impact Fee Study Analysis as of October 27, 2010 In 2008, the combined maximum accrual of the water and wastewater AFPI fees was lowered by $51.95 or 3.0% (Total reduction since 2008 = $234.11) Total reduction since 2008 of combined water and wastewater impact fees and maximum accrual ofAFPI fees = $1,037.99 B. Key Drivers and Considerations Two Uses of Impact Fee Collections • Pay growth- related capital projects • Pay growth - related debt service Level of Service Considerations: (Remainder of page intentionally left blank) 10/27/2010; 5:00 PM 2 Collier County Public Utilities Division Water and Wastewater Impact Fee Study Analysis as of October 27, 2010 Comparison of Water and Wastewater Level of Water ERC Wastewater ERC (gpd) (gpd) Collier County Water -Sewer District (CCWSD) Water and Wastewater Rate Ordinance 350 250 2.4 persons per household 362 240 2.5 persons- per household 378 250 2.6 persons per household 393 260 )8 Master Plan Updates 121 2.4 persons per household 333 240 2.5 persons per household 347 250 2.6 persons per household 361 260 Florida Public Sery ice Service Commission (FPSC) Capacity Relationships for Private Utilities [31 350 280 Florida Department of Health Design Standards for Sewer Systems 141 N/A 300 I ] LOS standards reflect gallons per capita per day (gpcd) in Collier County Growth Management Plan multiplied by number of persons per household. Gallons per capita per day derived as follows: Water Wastewater Total gpcd 185 120 Adjustment for commercial component per County billing records (34) (20) Residential gpcd 151 100 Per the 2000 US Census, the persons per household in Collier County was 2.39. Changing customer dynamics may adjust this number over time. LOS standards reflect gallons per capita per day (gpcd) in 2008 Master Plan Updates multiplied by number of persons per household. Gallons per capita per day derived as follows: Water Wastewater "Iota] gped 170 120 Adjustment for commercial component per County billing records (31) (20) Residential gpcd 139 loo Per the 2000 US Census, the persons per household in Collier County was 2.39. Changing customer dynamics may adjust this number over time Rule 25- 30.515(8), Florida Administrative Code, A wastewater ERC level of service is 80% of the water FRC level of service (350 gpd x 80 %= 280 gpd), Rule 648 - 6.008, Florida Administrative Code. Design standard for 3- bedroom house with 1,201 - 2,250 square feel of building area. 10/27/2010: 5:00 PM 3 Collier County Public Utilities Division Water and Wastewater Impact Fee Study Analysis as of October 27, 2010 Impact Fee Calculations • Primarily driven by cost of existing facilities in service • Calculations: No TREATMENT AND TRANSMISSION COMPONENTS Starting Cost Per ERC of- Treatment and Transmission Facilities Cost of Existing Facilities With Available I Capacity to Serve New Growth [ 1] 2 Number of I'RCs'Fhat Could Be Served By Facilities [2] 3 Cost Per ERC Water $398,186,292 $375,048,503 128,571 123,385 $3,097.00 $3,039.67 I I Calculated Impact Fee (Rounded) $3,29000 1] Capital Improvement Program assets) as of September 30, 2009 that was provided by the Counry. Capital Projects Representing New Facilities and Upgrades to [2] Given current capacity and level of service standard. Derived as follows'. 4 Existing System [3] $7,416,888 $5,124,068 5 Replacement Capital Projects [3] 37,612,354 42,163,830 6 Less Estimated Cost of Original Fixed Assets Being Replaced [4] (19,973,547) 21,754,301 7 Cost Difference $25,055,694 $25,533,597 Adjusted Cost Per ERC of'I'reatment and Transmission Facilities 123,385 [ *] Peaking factors utilized in 2008 Master Plan I plates Adjusted Cost of Existing Facilities With Available [31 Based on identification of and nature of treatment and transmission capital projects represented in 8 Capacity to Serve New Growth [Line I + Line 71 $423,241,986 $400,582,100 9 Number of GRCs -that Could Be Served By Facilities X21 128,571 123,385 10 Adjusted Cost Per FKC $3,291 98 $3,24661 I I Calculated Impact Fee (Rounded) $3,29000 1] Based on funetionalizslion of fixed asset list r e., identification oftreatmenl and transmission fixed assets) as of September 30, 2009 that was provided by the Counry. [2] Given current capacity and level of service standard. Derived as follows'. Treatment Capacity (Maximum Month - MGD) 54.00 40.10 Peaking Factor [ *1 1 20 1.30 'treatment Capacity (Average Daily Plow - MGD) 45.00 30 85 Treatment Capacity (Average Daily Flow - gallons per day) 45,000,000 30,846,154 Level of Service Standard Per ERC (gallons per day) [5] 350 250 Number of ERC S That Could Be Serwce By Capacity 128,571 123,385 [ *] Peaking factors utilized in 2008 Master Plan I plates [31 Based on identification of and nature of treatment and transmission capital projects represented in Fiscal Year 2010 to 2020 capital program provided by the Counry. [4] Based ran weighted- average in- service dale of Treatment and transmission assets represented in fixed asset list that was provided by the County 10/27/2010; 5:00 PM 4 Collier County Public Utilities Division Water and Wastewater Impact Fee Study Analysis as of October 27, 2010 Effect of Relocation Projects on Impact Fee Calculations Water Wastewater tarting Transmission Component of Impact Fees Cost ofEbsting'I'ransmission Facilities $106,999,568 $73,265,456 Number of ERCs That Could Be Served By Facilities 111 128,571 123,385 Cost Per ERC $832.22 $593.80 $1 Relocation Projects Cost of Relocation Projects (FDOI and CCDO "f) $14,136,594 $3,187,828 $17,324,423 Less Estimated Cost ofOriginal Fixed Assets Being Replaced (7,416,315) (1,673,927) (9,090,242) Cost Difference $6,720,279 $1,513,902 $8,234,180 Transmission Component of Impact Fees If Relocation Projects Were Removed Adjusted Cost $100,279,289 $71,751,555 Number of ERCs That Could Be Served By Facilities 11] 128,571 123,385 Adjusted Cost Per ERC $779.95 $581.53 $1,361.48 Fee Difference $52.27 $1227 Reasonableness of Impact Fee Calculations • Highest County combined water and wastewater impact fees (in 2008): $3,616.49 water and $3,722.39 wastewater (combined = $7,338.88) — Calculated combined fees are $803.88 lower than highest historical level • Comparison of recent constructed expansions to calculated fees — Water System ➢ Recognized treatment cost per ERC in impact fee calculation = $2,459.66 ➢ Constructed cost per ERC of 8.0 MGD SCRWTP expansion = $2,881.67 — Wastewater System ➢ Recognized treatment cost per ERC in impact fee calculation = $2,652.82 ➢ Constructed cost per ERC of 6.5 MGD NCWRF expansion = $3,343.05 (Remainder of page intentionally left blank) 10/27/2010; 5:00 PM 5 Collier County Public Utilities Division Water and Wastewater Impact Fee Study Analysis as of October 27, 2010 AFPI Calculations • Based on calculated impact fees and weighted average interest rate on District's existing debt Projected Impact Fee and AFPI Fee Collections • Annual collections not anticipated to be sufficient to pay for all growth - related projects and debt service during FY 2011 to FY 2016 timeframe • Any growth - related expenditures not recovered (funded) through impact fee and AFPI fee collections must be recovered through user rates Projected Impact Fee Collections Projected AFPI Fee Collections Total Collections Growth - Related Projects in CIP (Funds 411 and 413) Growth- Related Debt Service [21 Total Growth- Related Projects and Debt Service Difference Total Difference Impact Fee Starting Fund Balances Total Amount to He Recovered From Existing Customers During Forecast Period [ I j Numbers shown are in millions of dollars. [2] Based on County FY 2011 Budget. ($26.49) (Remainder of page intentionally left blank) 10/27/2010; 5:00 PM 6 Fiscal Year Ending September 30 2011 2012 2013 2014 2015 2016 '101At, $6.54 $6.54 $6.54 $6.54 $6.54 $6.54 $3921 1.15 1.28 1.51 1.51 1.51 151 8.47 $7.69 $7.81 $8 -05 $8.05 $8.05 $8.05 $47.68 $10.36 $033 $2 -03 $6.33 $0.33 $3.83 $23.22 11.14 11.14 11.14 11.14 11.14 11.61 67.29 $21.49 $11.47 $13.17 $17,47 $11.47 $15.45 $90.51 _JIL3,811 ($3.65) ($5.12) , ($3.42) 7401 283 ($42.83) $16.34 ($26.49) (Remainder of page intentionally left blank) 10/27/2010; 5:00 PM 6 Collier County Public Utilities Division Water and Wastewater Impact Fee Study Analysis as of October 27, 2010 Recovery of Capacity Capital Costs Through FY 2020 Wastewater / Water System IQ Water System Total Estvmted Cost of Existing Treannent Capacity Allocable to Serve New Growth I1 ] $128.1 $143.0 $271.1 Csstirnated Cost of Existing Transmission Capacity Allocable to Serve New Growth II ] $43.3 $32.0 $75.3 Total Cost $171.41 $174.97 $346.39 Estimated Arnount of Impact Fees Collected During Projection Period t2] $36.2 $35.7 $71.9 Percent Recovery of Costs 21.1% 20.4% 20.8% I i Based on current capacity utilization of water and wastewater treatment facilities. [2] Assumes annual average growth of 1,000 water ERCs and 1,000 wastewater FRCS during the Fiscal Year 2010 to Fiscal Year 2020 timefirame. C. Additional Supporting Information Calculation Period • FY 2010 through 2020 Capital Improvement Program (FY 2010 through 2020) • $128.7 million in water projects • $206.9 million in wastewater and IQ water projects • $335.6 million in total projects (Remainder of page intentionally left blank) 10/27/2010; 5:00 PM 7 }} }§ | § \ \ \ E a ! ] i \ \ \ } ) ,! ;! Table ES-2 Collier County Water -Sewer District Water and Wastewater Impact Fee Study Proposed Allowance for Funds Prudently Invested (AFPI) Fee Schedule 2010 [1] 2011 fl] 2012 2013 856,08 856.08 $518.80 $67444 $760.96 $856.08 53177 68741 77285 856.08 544 74 700 38 784 74 856.08 557 71 713 35 796.63 85608 57068 12632 808.52 856.08 58365 73929 82041 85608 596.62 75226 83230 856.08 609,59 76523 844.19 85608 62256 77820 856.08 856.08 635 53 72529 856.08 856.08 64850 737.18 856.08 85608 66147 749.07 85608 856.08 2014 $856.08 $856.08 $856.08 856.08 856,08 856.08 856.08 856.08 856.08 856.08 856.08 856.08 85608 85608 856.08 856.08 856.08 856.08 856.08 856.08 856.08 856.08 856.08 856.08 856.08 856.08 856.08 856.08 85608 856.08 856.08 856.08 856.08 85608 856.08 856.08 I] AFPI fees tot January 2010 through September 2011 were established during the previous rate study performed by PRMG in 2008. "1 'he revised AFPI fee schedule is proposed to become eticetivc on October I, 2011_ 1027/2010; 2 '01 I'M 9 AFPI Fee Schedule Per ERC - Wastewater System Payment Calendar Year Month 2010 111 2011[1 2012 2013 2014 2015 2016 January $421.60 $548.08 $58196 $654,48 $654 48 $65448 $65448 February 432 14 558.6'_ 59085 65448 65448 65448 654.48 March 44268 56916 599.94 65448 65448 65448 654.48 Aprl 45322 579 70 609.03 65448 65448 65448 65448 May 463 76 59024 618.12 65448 65448 654.48 65448 June 47430 600.78 62721 65448 65448 654.48 65448 July 48484 61132 63630 65448 65448 65448 65448 August 49538 62186 64539 65448 65448 654,48 654.48 September 505 92 63240 654 48 654 48 65448 65448 65448 October 51646 55449 654.48 65448 65448 654.48 65448 November 527 00 56358 654.48 65448 65448 65448 65448 December 537 54 5112 t? 65448 654.48 65448 654.48 65448 I] AFPI fees tot January 2010 through September 2011 were established during the previous rate study performed by PRMG in 2008. "1 'he revised AFPI fee schedule is proposed to become eticetivc on October I, 2011_ 1027/2010; 2 '01 I'M 9 Table I Collier County Water -Sewer District Water and Wastewater Impact Fee Study Development of Existing Water Production / Treatment Facility Capacity Available to Serve System Growth Line No. I Existing Permitted Plant Capacity of System (MMDD -MGD) (1) Adjustment to Reflect Average Daily Demand 2 of Water Treatment System (MGD) (2) 3 Dependable'[ reatment Plant Capacity (ADD) 4 Average Daily Demand - Existing System (3) 5 Remaining Capacity (ADD) at Existing Plant 6 Percent of Total Capacity Remaining 7 Percent of Total Capacity Recognized Capital Costs of Existing Facilities 8 Existing Facility Costs (4) 9 Additional Costs (5) 10 Less Assumed Retirements (6) 11 Less Grant Funds and Other Contributions (7) 12 Total Applicable Capital Costs of Existing Facilities 13 Estimated Amount Allocable to Future Growth MGD= Million Gallons Per Da} MMDD = Maximum Month Daily Demand ADD -Average Daily Demand Footnotes on page 11. 10/27/2010; 2:02 PM 10 Water System 54.000 (9.000) 45.000 26.776 18.224 40.50% 40.50% $ 300,105,838 29,116,915 (12,011,279) (969,055) $ 316,242,418 $ 128,078,179 I able I Collier County Water -Sewer District Water and Wastewater Impact Fee. Study Development of Existing Water Production /'treatment Facility Capacity Available to Serve System Growth Fo_mi (I) Amounts reflect MMDD treatment capacity of facilities as provided by the District 'the perwotled capacrtes of the two individual regional facilities are 22 0 MMDD -MGD (North Count, Regional Water' I'reatrowl Plant) and 32.0 MMDD -MGD (South County Regional Water Ireatmenl P anq (2) With respect tothe water facilities, the plant capacity is expressed on a maximum month daily demand basis. 'I 'a be consistent with the level of service requirements for the water system, the plant capacity was adjusted to reflect an annual average daily demand basis A maximum commonly demand territorial average daily demand peaking 1'actorof 120 was utilized as supported by finished water dew data contained in rise Monthly Oper.tng Reports f fled wnh the Florida Department of Environmental Protection (FDEP) .s shown below Fiscal Year 1996 Fiscal Year 1999 Fiscal year 1998 Fiscal Year 1999 Fiscal Year 20t10 Fiscal VWr2W1 1 ,al Yen 2(H'2 I'¢cal Year 2003 Fiscal Year 2004 Flseal Year'_IXi5 1 =i4cal Ycar 1W6 Fowsl Year 2007 Fiscal Year 2W8 Fracal Year 2009 Fourteen -Year Mastication Founcert Year Average Tractor Utilized an 2008 We(,, Metric, Plan Update Annual Average Daily Demand (MGD) Max 1111 Month Daily Demand (M(iD) Peaking Father 1480 1816 125 1665 1954 L❑ 1999 2106 1 1977 " 17 1.16 2225 2039 119 21 68 24.8? 1 14 2290 26.45 115 22x9 2674 18 2440 2635 08 25.83 28.9 11 26.00 3171 1 2 26.78 3234 121 J 11 26.04 1 13 2272 28.17 124 Factor Unfired By PRMG For Impact Fee Determination Purposes 1 25 1 17 1 20 120 54000MMDD- MGD Capacity /120 Peaking Factor —450WADD-MGD Capacity 54000 Inca 45 WO. 9400. (3) Reflects the highcm reported average daily demand experienced by the District s water treatment facilities for the fourteen Fiscal Year period ended 2009 as shown below Water Maximum Period Reported ADD (') 2678 PI Rctemrcc rs matic ro Poomme 3 ferapplimblc mxngc tlialy ticrnaM 4ara (4) Amounts derived from Appendix A (available upon request). re elect mil, ware, supply or production and treatment facility, costs.ec.unted for wahm the water sy tent .11111 o 1, shown w, follmu7 Amount ( ) Water Supply Costs $73,916,705 Water T emincent Costs 226.189,133 Total $3W- 105,838 (') Derived from Appendix A, One 5830 (5) Amounts shown derived (Tim 116114, reflect i) upgrades and add,(,., to existing plant which would be.11 ... 61, m an on Sysrern growth (unused capaaty), and r) facility additions which are all.e.ble to both existing and new usms of the water sysem Derived from Exmmg colunm in'rable 4- Sec l- ire36of "I'able4 (6) Derived Fom Estimated Original Cust column or Iable 4- See Line 36 of Table 4 (7) Amounts shown derived from Line 5831 of Appendix A (ovoilable upon regnesp 10/2712010; 3 .40 PM Line No. 1 2 3 4 5 6 7 8 9 10 12 13 Table 2 Collier County Water -Sewer District Water and Wastewater Impact Fee Study Development of Existing Wastewater Treatment Facility Capacity Available to Serve System Growth Existing Plant Capacity of System (MMADF -MGD) (1) Adjustment to Reflect Capacity on Average Daily Flow Basis (2) Dependable Treatment Plant Capacity (ADF) Average Daily Flow - Existing System (3) Remaining Capacity (ADF) at Existing Plant Percent of Total Capacity Remaining Percent of Total Capacity Recognized Capital Costs of Existing Fucilities Existing Facility Costs (4) Additional Costs (5) Less Assumed Retirements (6) Less Grant Funds and Other Contributions (7) Total Applicable Capital Costs o f f xisting Facilities Estimated Amount Allocable to Future Growth MGD = Million Gallons Per Day MMADF = Maximum Month Average Daily Plow ADF = Annual Average Daily Flow Footnotes on page 13. 10/27/2010; 2:04 PM 12 Wastewater System 40.100 (9.254) 30.846 17.372 13.475 43.68% 43.68% $ 308.856,061 40,223,404 (19,831,106) (1,931,715) $ 327316,644 $ 142,971,910 I' Table 2 Collier County Water -Sewer District Water and Wastewater Impact Fee Study Development of Existing Wastewater Treatment Facility Capacity Available to Serve System Growth (D Amounts reflect pemmed MMADF wastewater treatment plant capacity of facilities. The permitted capacities of the individual regional facilities are 24.1 MMADF -MGD (North County Water Reclamation Facility) and 16.0 MMADF -MGD (South Count• Water Reclamation Facility). (2) With respect to the existing wastewater facilities, the plant capacity is expressed on a maximum month average daily Dow basis. To be consistent with the level of service mgWrements for the wastewater system, the plant capacity was adjusted to reflect an annual average daily flow basis using a peaking factor of 1.30. A summary of the foureen fiscal year actual wastewater flows is smmmarired below. As can be seen based on the actual ,opened now data the capacity adjusun oo fact averaged 1 24. Favor IRilized By PRMG For Impact Fee Detemination F'nryoses 1.30 •40.100 MMDD -MGD Capacity / 1.30 Peaking Factor 30.846 AADD -MGD Capacity . 40.100 Loss 30.846= 9.254. (3) Reflects the hlghesl reported average daily flow expeneneed by the District's wastewater, treatment facilities for the fourteen Fiscal Year period ended 2009 as shown hot.,'. Wastewater Maximum Period Reponed AADF (•) 17372 1'I Rllena s 111u0c to J 1111101 2 cram,, uc wamye ash Ilex ds,i (4) Amounts derived from Appendix A (available upon request), reflect only wastewater treatment and effluent disposal and associated reclaimed facility costs a.couled for wnhin the wastewater system operations, shown as follows. Amount ( ") Wave ster'I'reahour( Costs 5267,567,177 Reclaimed Facility Costs 41,288,884 Total $308.856,061 is) Derived from Appendix A, Line 5836. (5) Amounts shown derived from I able 6, reflect if upgrades and additions to existing plant which would be allocable in pall to ,stem growth, and it) facility additions which are allocable to built existing and new users of the wastewater system. Derived Gem Lsisting column in "fable 6 - See Lines 24 and 52 of Table 6. (6) Derived from Fstfamted On aril Cost colwmn in'1 -able 6 - See Lines 24 and 52 of Table 6. p7 Amounts shown dedved from Line 5837 of Appendix A(available upon request) (S26- 305 +$1,434,207 — $2,460,512). 10/27/2010, 342 PM 13 Annual Masimmm Month Average Daily Average Daily Flow (MGD) Flow (MGD) peaking Factor Fiscal Year 1996 8 744 11450 131 Fiscal Year 1997 If) 065 12.494 1.24 Fiscal Year 1998 9.962 14.180 1.42 Fiscal Year 1999 10.499 15 944 152 Fiscal Year 2000 12362 15.800 138 Fiscal Year 2001 15.100 16600 1.10 Fiscal Year 2002 15.528 20.160 130 Fiscal You, 2(,03 15.600 17 279 1.11 Fiscal You, 2004 15921 18 899 1.19 Fiscal Year 2005 16323 19306 1.18 Fiscal Y car 2006 17372 19.890 1.14 Fiscal Year 2007 15.633 IN 391 1.18 Ftwel Year 2008 15601 18290 1.17 Fiscal Year 2009 13.837 15.920 1.15 1 morn -Yen, Maximum 1.52 I'oureco -Yes, Avcfagc 1 24 Facer ll tilieed in 2008 Wastewater Master plan Update 130 Favor IRilized By PRMG For Impact Fee Detemination F'nryoses 1.30 •40.100 MMDD -MGD Capacity / 1.30 Peaking Factor 30.846 AADD -MGD Capacity . 40.100 Loss 30.846= 9.254. (3) Reflects the hlghesl reported average daily flow expeneneed by the District's wastewater, treatment facilities for the fourteen Fiscal Year period ended 2009 as shown hot.,'. Wastewater Maximum Period Reponed AADF (•) 17372 1'I Rllena s 111u0c to J 1111101 2 cram,, uc wamye ash Ilex ds,i (4) Amounts derived from Appendix A (available upon request), reflect only wastewater treatment and effluent disposal and associated reclaimed facility costs a.couled for wnhin the wastewater system operations, shown as follows. Amount ( ") Wave ster'I'reahour( Costs 5267,567,177 Reclaimed Facility Costs 41,288,884 Total $308.856,061 is) Derived from Appendix A, Line 5836. (5) Amounts shown derived from I able 6, reflect if upgrades and additions to existing plant which would be allocable in pall to ,stem growth, and it) facility additions which are allocable to built existing and new users of the wastewater system. Derived Gem Lsisting column in "fable 6 - See Lines 24 and 52 of Table 6. (6) Derived from Fstfamted On aril Cost colwmn in'1 -able 6 - See Lines 24 and 52 of Table 6. p7 Amounts shown dedved from Line 5837 of Appendix A(available upon request) (S26- 305 +$1,434,207 — $2,460,512). 10/27/2010, 342 PM 13 .... .. . .... y;. > .......... \±•� :_ , ._ .................. .... ,. . ..zw .. \\........... \EKZ 44 ! lf: 1-8 9 a - _ 1 ;7Z: \§ ; ... ... . .......... yzl ® ::! ........[[. ... ... . .. _ ... ............. .. .. ... ... & . }....f ................ z� %K«. ;z..y. «&f : « K f!f!!f4!<fff!>f > f5tfrl ;! fi;;flfa<Kff; {! ) E E > rl z }\ � {} 2 \� \\ f«+'if\t!f[/ > :!f>i - -- -- (d I< )\ ) )\ I - ` \- /} -- )(\) - ) §>:i,:z= I< )\ T 9 � H W 1 `V� s a v Fn. 5 3 L• 0 O v q w 0 V ` 3 o c � � o � a c 0 E Q E w t � p � E � Z 1 � D o c o 0 0 0 0 0 R o` — « P o m o P ry �i w O v ` io w w 0 0 0. . 0 0 0. 0 0 0 0 0 0 0 0 0 w w n O P P P P P P O O ll N °o r °o n o� ° oD o o �o a ago i=o Ne �000 Q W W Vi y F W o z `o w n C O °' = '= u � �' � ° v •r i v ° n. Z µzj _ a o —= 3 'v' K L � c. F J W 3 3 c S � `-• z o? H LL• p4' T a vii 3� o o e 3 3 3 a o a� o. �= lz o W W T, tC n A V U U U V V U z ZZ o. I^!^ v. W S v�u r"a u.zzzzzv zZ CA LL 4 F CA O a -- W P O N N ^ `z v w` D 4 d 6 � �e s n . U y V - a 3 O O LL C N 0. a v E 'm w O E � G Q - 5 I ........... O O O G O O O O N p O O Pp.0 0 0 0 O b O O- °o vi O, V v r m w C G A N N 0 v h N V m w 9 N O O C P, a P O C O a N P N O C O P h m T. Q a N N 9 a aa� K x O O O O O O O O O O O O c i P P w I M w I ,A J z 9 v c N ry 3 H z e i '- c W z a te° G C o K 3 C r i ¢� '•�� V a o a` E F' c z< ¢ Ezmzzzhmvwm33w a F- 14 °.m J z 9 v c N ry 3 \\ ) !\ ]}} § )® §\ z )/ - /� \ {A } - §\ \ \ \\ \ \ \ \\ \\& ) \ \\ j } ) m \} /) )� :! } } ! ( { \ \ \ \ } \ } { ) ) � \ \ \ \ \\ \ \ \E {\ }!±!])!{! }If , 5 YQ 3 ES Al E — ' � iLL _ g `5 C E � _ � 3 F Ec6�EoS� V F a.]LY�dai� £ iE Z CF ��5GE.2� �o _ 5 s c {F hE 3 E 33 Uc 4� s e 3 .........� 4 _ .I: 1 3 a 1 'n 1° ca a WVr '$ c e a y o � m Exz nn�,.sm }/. ))) - \ 9 « ) / ! � , ) }(((\ 1Q§Q } ) !/ )) }))\.III...I f S> 8 8 r ( �i 44444 ;44 <! � � E \}( \ \ \ \ \ } }\ �- /) {,(�[} -- ° / -�- : \ ! � ; ([ \\ \ /\ : § \ ) �F��� ( \ \ ) \� (! i .. ... ,,,§ \\ \ /\ \ : § \ ) \ }\ \ \\ \\ \4 Table 7 Collier County Water -Sewer District Water and Wastewater Impact Fee Study Development of W ater System Impact Fee Line No, Description Amount Total Estimated Cost of Existing Water Production and Treatment Facilities: 1 Cost of Existing Facilities (1) $ 300,105,838 2 Additional Costs Capitalized to Plant in Service (2) 29,116,915 3 Less Anticipated Retirements (3) (12,011,279) 4 Less Grant Funds and Other Contributions (4) (969,055) 5 Subtotal Water Production and Treatment Facilities $ 3 16,242 418 6 Existing Nominal Plant Capacity (MGD) (MMDD) (5) 54.000 7 Existing Nominal Plant Capacity (MGD) (ADD) (5) (6) 45.000 8 ERC Factor - GPD(7) 350 9 Estimated ERCs to be Served by Existing Facilities 128,571 10 Percent Remaining Capacity of Existing Facilities 40.50% 11 Allocation of Existing Facilities to Incremental Growth $ 128,078,179 12 Rate per F;RC Associated with Existing Facilities $ 2,459.66 Total Estimated Cost of Additional Water Production and Treatment Facilities'. 13 Cost of Additional Water Production/1 reatmcm Facilities (8) $ - 14 Ncw Plant Capacity (MGD) (MMDD) (9) - 15 New Plant Capacity (MGD) (ADD) (6) - 16 Estimated FRC's to be Served by Additional Facilities - 17 Rate per LRC Associated with Additional Facilities $ - 18 Rate per ERC Allocable to Water Production/Treatment Facilities (10) $ 2,459.66 Primary Transmission System. 19 Existing Facilities (11) (12) $ 99,049,509 20 Additional Costs Capitalized to Plant in Service (13) 15,912,327 21 New Facility Costs (14) - 22 Less Anticipated Retirements (15) (7,962,269) 23 Less Grant Funds mid Other Contributions (4) - 24 Total Primary Transmission Facility Costs $ 106,999,568 25 Estimated Plant Capacity -Total Service Area (MGD) (ADD) (16) 45.000 26 F.RC Factor - GPD(7) 350 27 Estimated ERCs served by Transmission Facilities 128,571 28 Net Rate per ERC of Primary Transmission Facilities $ 83222 29 Total Combined Rate per ERC $ 3,291 88 30 Rounded Rate per FRC S 3,290,00 31 Cost Per Gallon $ 9-400 MGD - Mi1hun Galloiu Per D,, MMDD= Msximuni Momh Daily Demand ADD - Averege Daily Dunand HRC = Equivalem RerWential Connueiion GPI) = Gxllov Per Day Footnotes start on page 28. 10/27/2010; 2:09 PM 27 Table 7 Collier County Water -Sewer District Water and Wastewater Impact Fee Study Development of Water System Impact Fee Footnotes . (1) Amount derived from Appendix A (available upon request), reflects estimated water production and treatment assets currently in service, shown as follows: Amount ( ") Water Supply Costs $73,916,705 Water Treatment Costs 226,189,133 Total $300,105,838 (') Derived from Appendix A. I -me 5836. (2) Amounts shown derived from Table 4, reflect . i) upgrades and additions to existing plant which would be allocable in part to System growth, and ii) facility additions which are allocable to both existing and new users of the water system. Derived from Existing column is [ able 4 - See Line 36 of "fable 4. (3) Amount derived from Table 4 and reflects estimated treatment and transmission fixed asset retirements due to imposition at the capital improvement plan of the District Derived from Estimated Original Cost column in -fable 4 - Line 36 of Table 4. (4) Amounts shown derived from Line 5837 of Appendix A (available upon request). (5) Amount shown derived from Table I and includes the following facilities. (6) The annual average daily flow was calculated assuming a maximum monthly daily demand to average daily flow factor of 1.20 based on the capacity planning assumptions recognized in the District's 2008 Water Master Plan Update which is generally consistent with actual flow relationships occurring during a recently completed fourteen (14) fiscal year period- See'I-able I and corresponding footnotes. (7) 1 he level of service factor for an ERC rellccts capacity requirements expressed on an average daily water demand basis, the factor was based on the capacity planning assumptions contained in the District's Comprehensive Plan and other sources available to PRMG. (8) Derived from Expansion column in Table 4 - See Line 36 ofTable 4. (9) 'The County does not anticipate adding treatment capacity during the forecast period. 10/27/2010; 2:10 PM 28 MMDD -MOD ADD -MGD Capacity Capacity North County Regional Water Treatment Plant 22.000 18.333 South County Regional Water'freatment Plant 32.000 26.667 Total Plant Capacity 54.000 45000 (6) The annual average daily flow was calculated assuming a maximum monthly daily demand to average daily flow factor of 1.20 based on the capacity planning assumptions recognized in the District's 2008 Water Master Plan Update which is generally consistent with actual flow relationships occurring during a recently completed fourteen (14) fiscal year period- See'I-able I and corresponding footnotes. (7) 1 he level of service factor for an ERC rellccts capacity requirements expressed on an average daily water demand basis, the factor was based on the capacity planning assumptions contained in the District's Comprehensive Plan and other sources available to PRMG. (8) Derived from Expansion column in Table 4 - See Line 36 ofTable 4. (9) 'The County does not anticipate adding treatment capacity during the forecast period. 10/27/2010; 2:10 PM 28 Table 7 Collier County Water -Sewer District Water and W astewater Impact Fee Study Development or W ater System Impact Fee Footnotes. (10) Derived as follows: Cost of Existing Water Treatment Facilities $316,242,418 Percent ol'Pxisting Water Treatment Facilities Available to Serve New Growth 4050% Adjusted Cost of Existing Watcr Treatment Facilities $128,078,179 Cost of Additional Water Treatment Lac i l it iv 0 Total Costs $128,078 -179 Estimated L'RCs to Be Served By Existing Water Treatment Facilities 128.571 Percent of Existing Water Treatment Facilities Available to Serve New Growth 40,50% Adjusted ERCs to Be Served By Existing Water 'Treatment Facilities 52,071 Estimated ERCs to Be Served By Additional Water Treatment Facilities 0 'total ERCs 52.071 Rate per ERC Associated With Water I realment Facilities $2,459.66 (I I) Amounts do not include the estimated cost of retail on -site capital expenditures such as meters, hydrants, services, and on -site (local) distribution utility plant facilities or general plant assets (vehicles, equipment, etc.); such costs arc. if generally provided by the developer or owners of property which specifically benefit from such facilities; or ii) funded by a separate and distinct fee (eg., meter installation charge). (12) Amounts derived from Line 5836 of Appendix A (available upon request), reflects cost of water transmission and storage utility plant in service. (13) Derived from Existing column in Table 4 - Sec Line 48 of fable 4. (14) Derived from Expansion column in Table 4 - See Line 48 of Table 4 (15) Derived from Estimated Original Cost column in Table 4 - See Line 48 of Table 4. (16) Reflects total estimated plant capacity for the forecast period for the water service area based on the County's current capacity planning estimates. Amount calculated as follows. Estimated Service Area Capacity (MMDD- MGD) Assumed MMDD to AADD Peaking Factor Estimated AADD Capacity for Analysis Period (MGD) Assumed ERC Factor (Gallons Per Day Per ERC) Total Estimated FRCS Available to be Served 10/27/2010; 2:10 PM 29 Amount 54.000 1.20 45.000 350 128,571 Table 8 Collier County Water -Sewer District Water and Wastewater Impact Fee Study Development of Wastewater System Impact Fee Line No Description Amount Total Estimated Cost of Existing Wastewater $ 2,652.82 Treatment/Disposil Facilities'. I Cost of Existing Facilities (1) $ 308,856,061 2 Additional Costs Capitalited to Plant in Service (2) 40,223,404 3 Less Anticipated Retirements (3) C 19,83 1,106) 4 Less Grant Funds and Other Contributions (4) (1,931,715) 5 Subtotal Wastewater Ireatmcnt /Disposal Facilities $ 327,316,644 6 Existing Nominal Plant Capacity (MGD) (MMADF) (5) 24 Total Primary Transmission Facility Costs 40.100 7 Existing Nominal Plant Capacity (MGD) (AIDE) (5) (6) 25 Estimated Plant Capacity (MGD) (ADF) (17) 30846 8 ERC Factor - GPID(7) 26 ERC Factor - GPD(7) 250 9 Estimated ERCs to be Served by Existing Facilities 27 Estimated ERCs served by Transmission Facilities 123,385 10 Percent Remaining Capacity of Existing Facilities 28 Rate per ERC of Primary Transmission Facilities 43.68% 11 Allocation of Existing Facilities to Incremental Growth $ 142,971,910 12 Rate per ERC Associated with Existing Facilities $ 2,652.82 'Pohl Estimated Cost of Additional Wastewater Treatmenu Disposal Facilities' 13 Cost of Additional Wastewater Treatment /Disposal Facilities (8) $ 14 New Plant Capacity (MGD) (MMADF) (9) 15 New Plant Capacity (MGD) (ADF) (6) 16 Estimated E:KCs to be Served by Additional Facilities 17 Rate per ERC Associated with Additional Facilities $ 18 Rate per ERC Allocable to Wastewater Treatment/Disposal Facilities (10) $ 2,652.82 Primary Transmission System_ 19 Existing Facilities (11) ( 12) $ 73,982,820 20 Additional Costs Capitalized to Plant in Service (13) 4,802,323 21 New Facility Costs (14) 2,262,171 22 Less Anticipated Retirements (15) (1,923,195) 23 Less Receipt of Grant Funds and Other Contributions (16) (5,858,663) 24 Total Primary Transmission Facility Costs $ 73,265,456 25 Estimated Plant Capacity (MGD) (ADF) (17) 30 -846 26 ERC Factor - GPD(7) 250 27 Estimated ERCs served by Transmission Facilities 123,385 28 Rate per ERC of Primary Transmission Facilities $ 593 80 29 Total Combined Rate per F,RC $ 3,246.61 30 Rounded Rate per ERC $ 3,245.00 31 Cost Per Gallon $ 12.980 MOD= Millinn Gallons Po Day MMADF = Maximum Month Average Daily Flaw ADY = Average Daily Plow ERC - Lquivalent Resiaenlol Connection GPD = Gnllmis Per Day Footnotes start on page 31. 10/27/2010; 2:11 PM 30 Table 8 Collier County Water -Sewer District Water and Wastewater hnpact Fee Study Development of Wastewater System Impact Fee Footnotes. (1) Amount derived from Appendix A (available upon request); reflects estimated wastewater treatment and effluent disposal assets currently in service, shown as follows'. Amount ( ") Wastewater Treatment Costs $267,567,177 Reclaimed Facility Costs 41,288,884 'Total $308,856,061 ( -) Derived from Appendix A, Line 5836_ (2) Amounts shown derived from Table 6, reflect i) upgrades and additions to existing plant which would be allocable in part to system growth, and ip facility additions which are allocable to both existing and new users of the wastewater system_ Derived from Existing column in Table 6 - See Lines 24 and 52 of Fable 6. (3) Amount derived from Table 6 and reflects estimated treatment and transmission fixed asset retirements due to imposition of the capital improvement plan oft he District Derived from Estimated Original Cost column in Table 6- See lines 24 and 52 of ]'able 6. (4) Amounts shown derived from I_are 5837 of Appendix A (available upon request) ($26,305 + $2434,207= $2,460,512). (5) Amount shown derived from Table 2 and includes the following facilities. North County Water Reclamation Facility South County Water Reclamation Facility Total Plant Capacity Capacity - MGD MMADF ADF 24.100 18.538 16.000 12308 40.100 30.846 (6) The verage daily Flow for existing capacity was calculated assuming a maximum monthly average daily flow to average daily Flow factor (peaking factor) of 1.30 MGD in accordance with the County's capacity planning assumptions See Table 2 and corresponding bounces (7) The level of service factor for an ERC reflects capacity requirements expressed on an average daily wastewater Flow basis; the factor was based on the County's capacity planning assumplons and other sources available to PRMG. (8) Derived from Expansion column in'Iable 6 - Sec Line 24 and 52 of Table 6. (9) The County does not anticipate adding treatment capacity during the forecast period. 10/27/2010; 2:12 PM 31 Table S Collier County Water -Sewer District Water and Wastewater Impact Fee Study Development of Wastewater System Impact Fee Footnotes. (10) Derived as follows. Cost of Existing Wastewater Treatment Facilities $ 327,316,644 Percent of Existing Wastewater Treatment Facilities Available to Serve New Growth 43.68% Adjusted Cost of Existing Wastewater 'I eatment Facilities $142,971 910 Cost of Additional Wastewater I reatmenl Facilities 0 'Total Costs $142,971,910 Estimated ERCs to Be Served By Existing Wastewater 'I reannenl Facilities 123,385 Percent of Existing Wastewater''catment Facilities Available to Serve New Growth 43.68% Adjusted ERCs to Be Served By Existing Wastewater 'I eatinenl Facilities 53,894 Estimated ERCs to Be Served By Additional Wastewater Treatment Facilities 0 Total ERCs 53,894 Rate Per ERC Associated With Wastewater Treatment Facilities $2,652 82 (11) Amount does not include the estimated cost of retail on -site capital expenditures such as manholes, local lift stations, service laterals, and on -site (local) collection utility plant facilities or general plant assets (vehicles, equipment, etc), such costs are i) generally provided by the developer or owners of property which specifically benefit from such facilities, or a) funded by a separate and distinct fee (e g., w'as'tewater tap charge). (12) Amount derived Gore Line 5836 of Appendix A (available upon request); reflects cost of wastewater transmission and master pumping station utility plant in service. (13) Derived from Existing column in Table 6 - See Line 42 of Table 6. (14) Derived from Expansion column in Table 6 - See Line 42 of 'I able 6. (15) Derived from Estimated Original Cost column in "fable 6- Sec Line 42 ol`fable 6. (16) Amounts shown derived from line 5836 of Appendix A (available upon request). (17) Reflects total estimated plant capacity for the forecast period for the water service area based on the County's capacity planning estimates Amount calculated as follows 10/27/2010; 2:12 PM 32 Amount Estimated sery ice Area Capacity(MMADF - MGD) 40100 Assumed MMADF to ADF Factor 1300 Estimated ADF Capacity for Analysis Period (MGD) 30.846 Assumed ERC Factor (gallons per day per ERC) 250 Total Estimated ERCs Available to be Served 123,385 10/27/2010; 2:12 PM 32 Table 9 Collier County Water -Sewer District Water and Wastewater System Comparison of Water and Wastewater System Impact Fees Per ERC II I Line No. Description Collier County Water -Sewer District I Existing Impact Fees 2 Proposed Impact Fees Surveyed Florida Utilities: 3 Bonita Springs Utilities, Inc. 4 City of Bradenton 5 Charlotte County 6 Desoto County 7 Englewood Water District 8 FGUA - Golden Gate (Collier County) 9 FGUA - Lehigh Acres System (Lee County) 10 City of Fort Myers I I Hillsborough County 12 Lee County 13 Manatee County 14 City of Marco Island 15 City of Naples 16 City at North Port 121 17 Okeechobee Utility Authority 18 City of Punta Gorda 19 City of Sarasota 20 Sarasota County 21 Other Florida Utilities' Average Footnotes Residential 5/8" x 3/4" Meter Water Wastewater Combined $3,575 $3,495 $7,070 3,290 3,245 6,535 $2,600 $3,925 $6,525 1,183 1,545 2,728 1020 3.770 5,790 1,910 4,140 6,050 2,032 2,838 4,869 1,950 1,565 3,515 2,700 2,840 5,540 2,023 1,966 3,989 1,750 1,800 3,550 2,440 2,660 5,100 1,970 2,315 4,285 3,740 4,610 8,350 2,549 2,779 5,328 1,735 2,388 4,123 1,510 2,935 4,445 1824 2,463 5.287 900 2.577 3,477 2720 2,031 4,751 $2,142 $2,730 $4.872 111 Unless otherwise noted, amounts shown reflect fees charged to a standard residential connection (one ERC) in effect October 2010 and are exclusive of taxes or franchise fees, if any, and reflect rates charged for inside the city service. All rates are as reported by the respective utility. 'This comparison is intended to show comparable charges for similar service for comparison purposes only and is not intended to be a complete listing of all rates and charges offered by each listed utility. 121 Utility is currently involved in an impact fee study, is planning to conduct an impact fee study, or plans to implement an impact fee revision within the next twelve months following the comparison preparation date. 10/27/2010; 4:04 PM 33 U Q L ~ L 3 w � O 3 O U L V O U 0 0 N L U O v O Ld W C� L V a� a� rM 0 0 0 0 0 0 0 0 0 V) 6n � � � � V) � us 0 44 �o saa ••�e`L y "J 'IO O� s, pas T4, 00 O� y o O V,% ;p 4 /o Jai °0 J oi., a � 4"q ai/ yJ sa lob�'6 bV 7' OJ °�4' d� 0 Jaa o�'J a T4� 0 0 ° O ,i A�°S,P �a,� o ''`°s► 4� b 7 4 1 OJaa aa9 0 VP as �'�rO �0 ?� I% 410 �4 y ° ' °J ��J �o yso o, J'.9' /oJ °4s�i� 0.1 4 o 4a O ' j 00, b It M M 0 O N N O mom a' C � d \n mom 0 0 0 0 0 0 0 0 0 V) 6n � � � � V) � us 0 44 �o saa ••�e`L y "J 'IO O� s, pas T4, 00 O� y o O V,% ;p 4 /o Jai °0 J oi., a � 4"q ai/ yJ sa lob�'6 bV 7' OJ °�4' d� 0 Jaa o�'J a T4� 0 0 ° O ,i A�°S,P �a,� o ''`°s► 4� b 7 4 1 OJaa aa9 0 VP as �'�rO �0 ?� I% 410 �4 y ° ' °J ��J �o yso o, J'.9' /oJ °4s�i� 0.1 4 o 4a O ' j 00, b It M M 0 O N N O Appendix A (Summary) Collier County Water -Sewer District Water and Wastewater Impact Fee Study Summary of Existing Utility System Fixed Assets III 9 Total Combined Utility System $1.098.808.620 Footnotes: [1 ] Amounts shown derived from Appendix A, which is available upon request. Appendix A contains the functional ization of over 5,800 utility assets. [2] General Plant represents equipment, vehicles and assets with short service lives, and was allocated to the water and wastewater system in proportion to all other functionalized utility plant. 10/27/2010; 2:17 PM 35 Reported Gross Plant -In- Service as of September 30, 2009 Line Water System Wastewater System No. Description Amount Percent Amount Percent 1 Water Supply $73,916,705 73.93 ° /a - -- - -- 2 Treatment 226,189,133 42.63% $267,567377 47.08% 3 Transmission 99,049,509 18.67% 73.982,820 13.02% 4 Distribution /Collection 109,730,840 20.68% 171,688,370 30.21% 5 Effluent/Reclaimed - -- - -- 41,288,884 7.27% 6 Meters /Services /Hydrants 8,799.723 1.66% - -- - -- 7 General Plant [2] 12,840,818 2.42% 13.754,641 2.42% 8 Totals $ 0 b 7 8 100.00% 1i6&z&LM1 9 Total Combined Utility System $1.098.808.620 Footnotes: [1 ] Amounts shown derived from Appendix A, which is available upon request. Appendix A contains the functional ization of over 5,800 utility assets. [2] General Plant represents equipment, vehicles and assets with short service lives, and was allocated to the water and wastewater system in proportion to all other functionalized utility plant. 10/27/2010; 2:17 PM 35